Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q2 2024 (June 30)
1,246holders −5
70new positions
75sold out
5famous investors
$76.97avg. 13F price*

At the end of Q2 2024, 1,246 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, down 5 from Q1 2024. 70 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($4.0B), Prudential PLC ($1.7B) and Morgan Stanley ($1.3B). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vanguard S/T Corp. Bond ETF
CUSIP
92206C409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions70$170.5M
Exits75$180.9M

All 13F filers, Q1 2024 → Q2 2024: 17,302,967 shares bought and 37,324,418 shares sold, net −20,021,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,246 holders

Bank of America Corp. 0.38% Add +0.0% 51,325,696 $4.0B
Prudential PLC 11.78% Reduce -7.8% 21,944,338 $1.7B
Morgan Stanley 0.10% Reduce -8.6% 17,009,760 $1.3B
Japan Science & Technology Agency 17.22% Reduce -24.1% 16,049,666 $1.2B
Envestnet Asset Management Inc. 0.23% Reduce -2.6% 8,439,323 $652.1M
Wells Fargo & Company 0.13% Reduce -1.2% 6,409,482 $495.3M
Royal Bank of Canada 0.11% Reduce -0.2% 6,069,296 $469.0M
Barings LLC 9.69% No change 5,108,527 $394.8M
UBS Group AG 0.12% Reduce -3.3% 5,026,121 $388.4M
Vanguard Group Inc. 0.01% Add +0.9% 4,965,131 $383.7M
JPMorgan Chase & Co. 0.03% Add +275.5% 4,555,206 $352.0M
Goldman Sachs Group Inc. 0.07% Add +23.9% 4,377,907 $338.3M
Nepc LLC 11.11% Add +6.4% 4,359,301 $336.9M
Public Sector Pension Investment Board 1.60% Add +62.5% 3,250,000 $251.1M
Financial Engines Advisors L.L.C. 0.51% Add +1.1% 2,981,482 $230.4M
Mercer Global Advisors Inc. 0.60% Reduce -7.4% 2,861,444 $221.1M
Carlson Capital Management 10.00% Add +4.3% 2,747,410 $212.3M
LPL Financial LLC 0.10% Add +6.3% 2,578,024 $199.2M
Corient Private Wealth LP 0.30% Add +4.9% 2,263,377 $174.9M
Manufacturers Life Insurance Company, The 0.16% Reduce -14.2% 2,190,046 $169.2M
Varma Mutual Pension Insurance Co 1.35% No change 2,180,000 $168.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.73% Add +1.1% 2,028,398 $156.7M
Fisher Asset Management 0.06% Reduce -3.5% 1,836,885 $141.9M
Ameriprise Financial Inc. 0.04% Add +8.4% 1,792,355 $138.5M
RiverFront Investment Group, LLC 3.40% Add +1.0% 1,651,099 $127.6M
Bank of New York Mellon Corp 0.02% Add +6.9% 1,619,703 $125.2M
Banco Bilbao Vizcaya Argentaria, S.A. 1.28% Add +13.9% 1,579,510 $122.1M
Mather Group, Llc. 1.42% Add +18.4% 1,495,645 $115.6M
American Family Investments, Inc. 8.22% — 1,462,000 $113.0M
Raymond James & Associates 0.07% Add +8.0% 1,418,145 $109.6M
Strategic Financial Services, Inc. 6.58% Add +0.8% 1,344,664 $103.9M
Raymond James Financial Services Advisors, Inc. 0.15% Reduce -1.1% 1,325,053 $102.4M
Janney Montgomery Scott LLC 0.31% Reduce -3.7% 1,324,415 $102.3M
Keybank National Association 0.39% Reduce -0.3% 1,244,757 $96.2M
iA Global Asset Management Inc. 1.80% Reduce -6.8% 1,217,735 $94.1M
Bank of Montreal 0.03% Reduce -3.1% 1,208,754 $93.4M
Cerity Partners LLC 0.24% Reduce -4.3% 1,146,000 $88.6M
BNP Paribas Financial Markets 0.10% Add +231.0% 1,125,553 $87.0M
First Financial Bankshares Inc 1.98% Add +1.4% 1,117,997 $86.4M
Charles Schwab Investment Management Inc. 0.02% Reduce -4.3% 1,112,843 $86.0M
Hilton Capital Management, LLC 7.16% Add +8.8% 1,095,663 $84.7M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -4.8% 1,093,611 $84.5M
Valeo Financial Advisors, LLC 2.63% Reduce -0.0% 1,432,494 $84.0M
Voya Investment Management LLC 0.09% Reduce -0.9% 1,044,685 $80.7M
Steele Capital Management, Inc. 4.30% Add +1.6% 998,279 $77.1M
RW Investment Management LLC 10.37% Add +3.8% 992,677 $76.7M
Truist Financial Corp. 0.12% Reduce -4.1% 981,116 $75.8M
Smithfield Trust Co 3.70% Reduce -13.0% 913,894 $70.6M
Modera Wealth Management, LLC 0.96% Add +37.2% 843,162 $65.2M
Osaic Holdings, Inc. 0.15% Reduce -32.8% 825,207 $63.8M
Axiom Advisory, LLC 0.69% Add +4008.6% 822,379 $63.2M
Commonwealth Equity Services, LLC 0.10% Reduce -1.0% 809,586 $62.6M
Jane Street Group, LLC 0.07% Add +72.9% 779,372 $60.2M
PrairieView Partners, LLC 6.74% Add +4.0% 777,331 $60.1M
Bartlett & Co. Wealth Management LLC 0.90% Reduce -4.2% 769,214 $59.4M
Beacon Investment Advisory Services, Inc. 2.51% Add +0.7% 756,037 $58.4M
Retirement Systems of Alabama 0.22% No change 752,165 $58.1M
Victory Capital Management Inc. 0.06% Add +0.9% 750,651 $58.0M
Point72 Asset Management 0.19% No change 750,000 $58.0M
Private Ocean, LLC 5.02% Add +79.3% 735,982 $56.9M
WestEnd Advisors, LLC 1.46% Reduce -2.2% 728,744 $56.3M
Intelligence Driven Advisers, LLC 7.89% Reduce -1.9% 721,077 $55.7M
Rappaport Reiches Capital Management, LLC 15.87% Add +10.0% 696,459 $53.8M
TD Private Client Wealth LLC 1.68% Add +1.3% 690,127 $53.3M
Stephens Inc. 0.81% Reduce -1.2% 684,829 $52.9M
Total Wealth Planning, LLC 8.62% Reduce -12.9% 674,779 $52.5M
Stifel Financial Corp. 0.06% Add +22.6% 678,045 $52.4M
Arkos Global Advisors 8.42% Add +5.3% 673,472 $52.0M
BlueSky Wealth Advisors, LLC 8.64% New 664,170 $51.3M
Cetera Investment Advisers 0.12% Add +0.3% 663,917 $51.3M
DAVENPORT & Co LLC 0.32% Add +1.1% 657,610 $50.8M
Busey Bank 1.73% Add +5.8% 654,776 $50.6M
Focus Partners Wealth 0.17% Add +234.6% 646,353 $50.0M
Oakworth Capital, Inc. 3.60% Add +1.6% 638,216 $49.3M
First National Bank & Trust Co. of Newtown 9.91% Reduce -1.8% 631,530 $48.8M
Kohmann Bosshard Financial Services, LLC 6.54% Add +34.7% 628,857 $48.6M
Rockbridge Investment Management, LCC 6.88% Add +3.9% 627,913 $48.5M
Lutz Financial Services LLC 4.12% Add +1.6% 612,069 $47.3M
Stonebridge Capital Advisors LLC 4.14% Add +25.1% 609,045 $47.1M
Mariner, LLC 0.09% Add +5.7% 602,593 $46.6M
BCK Partners, Inc. 23.28% Add +7.9% 582,698 $45.0M
Albion Financial Group 3.28% Add +3.8% 563,893 $43.6M
Liquid Strategies, LLC 11.19% Reduce -28.2% 550,538 $42.5M
Creative Planning 0.04% Add +5.5% 532,319 $41.1M
Capital Investment Services of America, Inc. 3.86% Add +0.7% 516,989 $40.0M
HighTower Advisors, LLC 0.06% Reduce -3.6% 516,790 $39.9M
Zurich Insurance Group Ltd 0.34% No change 512,721 $39.6M
Members Trust Co 1.15% Add +1.8% 489,249 $37.8M
MML Investors Services, LLC 0.15% Add +1.9% 476,929 $36.9M
Brandywine Oak Private Wealth LLC 3.76% Reduce -29.5% 472,815 $36.5M
Resonant Capital Advisors, LLC 2.94% Add +6.3% 468,152 $36.2M
Proffitt & Goodson Inc. 6.25% Reduce -0.0% 458,656 $35.4M
Patriot Investment Management Group, Inc. 2.71% Add +2.5% 449,007 $34.7M
Eaton-Cambridge Inc. 17.71% Add +2.4% 448,040 $34.6M
Adaptive Financial Consulting, LLC 14.77% Add +3.0% 440,789 $34.1M
Cwm, LLC 0.16% Reduce -5.7% 438,648 $33.9M
Benjamin F. Edwards & Company, Inc. 0.60% Add +3.8% 438,439 $33.9M
Franklin Resources Inc. 0.01% Add +1.0% 429,214 $33.2M
Essex LLC 7.41% Reduce -3.7% 428,457 $33.1M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -1.6% 425,679 $32.9M
Northwest Bancshares, Inc. 5.56% Reduce -0.1% 422,557 $32.7M
Bank of Nova Scotia 0.06% Reduce -19.4% 421,020 $32.5M
AAFMAA Wealth Management & Trust LLC 15.96% Add +2.5% 419,692 $32.4M
Sunburst Financial Group, LLC 8.73% Reduce -3.1% 416,622 $32.2M
Allworth Financial LP 0.21% Add +10.0% 413,177 $32.1M
NewEdge Wealth, LLC 0.69% Reduce -8.7% 414,442 $32.0M
Principal Financial Group Inc. 0.02% Add +18.7% 411,374 $31.8M
American Financial Advisors, LLC 4.52% Add +11.8% 411,265 $31.8M
RMR Wealth Builders 3.60% Add +6.9% 406,488 $31.4M
Kestra Private Wealth Services, LLC 0.63% Add +0.1% 405,422 $31.3M
Employees' Retirement Fund of the City of Fort Worth 13.49% Add +63.8% 402,264 $31.1M
Efficient Advisors, LLC 1.95% Add +4.3% 389,168 $30.1M
Howard Capital Management Group, LLC 2.14% Reduce -7.8% 375,654 $29.0M
1834 Investment Advisors Co. 3.48% Reduce -2.7% 373,854 $28.9M
Neuberger Berman Group LLC 0.02% No change 367,568 $28.4M
Creative Financial Designs Inc. 2.50% Add +5.5% 363,851 $28.1M
Bath Savings Trust Co 2.94% Reduce -2.2% 357,396 $27.6M
Waverly Advisors, LLC 0.53% Reduce -1.6% 351,863 $27.2M
Raymond James Trust N.A. 0.64% Reduce -1.4% 350,341 $27.1M
Goodman Financial Corp 5.81% Add +9.1% 337,658 $26.1M
American Money Management, LLC 5.49% Reduce -0.7% 332,803 $25.7M
Towneley Capital Management, Inc / DE 5.96% Add +2.2% 328,921 $25.4M
Nisa Investment Advisors, LLC 0.16% Add +2.7% 328,056 $25.4M
State Farm Mutual Automobile Insurance Co. 0.02% No change 325,500 $25.2M
State of Wisconsin Investment Board 0.07% No change 324,000 $25.0M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +7.3% 318,077 $24.6M
Old National Bancorp 0.57% Add +2.0% 315,323 $24.4M
Mesirow Financial Investment Management, Inc. 0.55% Add +4.5% 314,156 $24.3M
Cable Hill Partners, LLC 2.63% Add +4.1% 313,513 $24.2M
White Lighthouse Investment Management Inc. 4.63% Add +5.9% 310,746 $24.0M
Comerica Bank 0.10% Reduce -8.3% 310,514 $24.0M
Bray Capital Advisors 5.97% Add +2.0% 307,871 $23.8M
Wescott Financial Advisory Group, LLC 2.76% Add +4.4% 307,033 $23.7M
Fort Pitt Capital Group, LLC 0.72% Add +0.8% 305,001 $23.6M
Baird Financial Group, Inc. 0.05% Reduce -1.4% 303,154 $23.4M
NewEdge Advisors, LLC 0.17% Add +56.6% 297,851 $23.0M
Maryland Capital Advisors Inc. 12.36% Reduce -5.0% 297,009 $23.0M
Pinnacle Financial Partners Inc 0.49% Reduce -1.5% 294,379 $22.8M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -8.2% 290,593 $22.5M
Montis Financial, LLC 10.18% Reduce -5.5% 287,261 $22.2M
North Star Investment Management Corp. 1.61% Add +13.3% 283,957 $21.9M
Renaissance Technologies 0.04% Add +44.8% 282,500 $21.8M
D. E. Shaw & Co. 0.03% Reduce -91.1% 282,500 $21.8M
Captrust Financial Advisors 0.07% Add +232.6% 914,074 $21.5M
F/m Investments LLC 0.77% New 277,427 $21.4M
Condor Capital Management 2.05% Add +3.8% 276,826 $21.4M
ShankerValleau Wealth Advisors, Inc. 9.03% Add +2.3% 272,829 $21.1M
UG Investment Advisers Ltd. 7.19% Reduce -16.0% 272,516 $21.1M
Prudential Financial Inc. 0.03% Reduce -98.4% 270,146 $20.9M
Allen Investment Management, LLC 0.25% No change 269,890 $20.9M
AllSquare Wealth Management LLC 12.51% Reduce -2.6% 269,727 $20.8M
Exencial Wealth Advisors, LLC 0.78% Reduce -8.8% 267,603 $20.7M
Wolff Financial Management LLC 14.89% Add +2.6% 261,068 $20.2M
Cypress Financial Planning LLC 8.36% Add +10.7% 258,402 $20.0M
Graves Light Lenhart Wealth, Inc. 2.28% Reduce -1.4% 259,050 $19.9M
EverSource Wealth Advisors, LLC 1.32% Reduce -6.5% 253,443 $19.8M
Leonard Rickey Investment Advisors P.L.L.C. 4.73% Add +8.1% 255,420 $19.7M
Bear Mountain Capital, Inc. 8.02% Reduce -2.0% 253,288 $19.7M
Executive Wealth Management, LLC 3.61% Add +4.2% 255,035 $19.7M
Beacon Financial Strategies CORP 14.13% Add +1.9% 254,018 $19.6M
Market Street Wealth Management Advisors LLC 3.36% Add +6.6% 253,403 $19.6M
Matrix Trust Co 4.39% Reduce -0.7% 251,472 $19.4M
Johnson Bixby & Associates, LLC 3.22% Add +4.3% 249,012 $19.2M
Asset Management Group, Inc. 2.91% Add +0.3% 248,231 $19.2M
Dynamic Advisor Solutions LLC 0.60% Add +10.8% 247,738 $19.1M
Atwood & Palmer Inc. 1.39% Reduce -1.5% 238,207 $18.4M
Montag A & Associates Inc. 0.91% Reduce -2.6% 233,562 $18.0M
Rockwood Wealth Management, LLC 2.20% Add +10.3% 233,561 $18.0M
Sowell Financial Services LLC 0.85% Add +34.1% 231,586 $17.9M
Unison Advisors LLC 2.24% Add +4.7% 231,429 $17.9M
Curbstone Financial Management Corp 3.86% Reduce -2.2% 229,936 $17.8M
FIDELIS iM, LLC 8.70% Add +4.5% 229,297 $17.7M
Farmers & Merchants Investments Inc. 0.58% Add +0.0% 226,488 $17.5M
Kwmg, LLC 1.89% Add +6.5% 226,305 $17.5M
Rockefeller Capital Management L.P. 0.05% Reduce -42.2% 225,079 $17.4M
Private Management Group Inc. 0.67% Reduce -40.4% 224,937 $17.4M
Vantagepoint Investment Advisers LLC 2.33% New 219,600 $17.0M
OneAscent Financial Services LLC 2.31% Add +47.6% 215,107 $16.6M
Trustmark Bank Trust Department 1.33% Add +7.2% 214,958 $16.6M
Bouchey Financial Group, Ltd. 1.57% Add +3.9% 214,314 $16.6M
Macquarie Group Ltd. 0.02% No change 214,256 $16.6M
Orion Porfolio Solutions, LLC 0.17% Reduce -7.2% 209,806 $16.2M
Orion Portfolio Solutions, LLC 0.17% Reduce -7.2% 209,806 $16.2M
Marion Wealth Management 4.68% Add +2.0% 206,303 $15.9M
Whelan Financial 7.00% Add +0.9% 202,899 $15.7M
Millennium Management 0.01% Add +61.9% 201,564 $15.6M
First National Trust Co 0.64% Reduce -10.7% 201,544 $15.6M
Grey Fox Wealth Advisors, LLC 5.44% Add +11.9% 200,223 $15.5M
RFG Advisory, LLC 0.49% Add +16.3% 196,436 $15.2M
Van Strum & Towne Inc. 5.41% Reduce -2.1% 192,851 $14.9M
Fifth Third Securities, Inc. 1.38% Add +4.1% 192,789 $14.9M
Coyle Financial Counsel LLC 5.27% No change 190,443 $14.7M
United Services Automobile Association 0.37% Reduce -0.1% 188,611 $14.6M
Sanctuary Advisors, LLC 0.11% — 190,097 $14.6M
Howe & Rusling Inc. 1.31% Add +32.8% 186,034 $14.4M
MassMutual Private Wealth & Trust, FSB 0.44% Add +2.6% 185,876 $14.4M
Blue Edge Capital, LLC 2.38% Reduce -21.1% 185,716 $14.4M
Ami Investment Management Inc. 5.00% Add +4.2% 185,487 $14.3M
WASHINGTON TRUST Co 0.52% Reduce -19.4% 183,984 $14.2M
TL Private Wealth 6.19% Add +0.9% 175,891 $13.7M
Pittenger & Anderson Inc. 0.56% Add +7.3% 175,818 $13.6M
Paulson Wealth Management Inc. 3.93% Add +3.9% 174,428 $13.5M
Gould Asset Management LLC 3.10% Add +5.3% 173,774 $13.4M
Larson Financial Group LLC 0.91% Reduce -10.4% 172,964 $13.4M
Wealthspire Retirement, LLC 1.09% Add +6.0% 168,959 $13.1M
Capital Group Private Client Services, Inc. 0.13% No change 168,148 $13.0M
Alliancebernstein L.P. 0.00% Add +1.0% 167,831 $13.0M
Goldstone Financial Group, LLC 2.52% Add +7.0% 162,360 $12.5M
Sage Financial Management Group, Inc. 38.06% Add +13.2% 162,086 $12.5M
Financial Strategies Group, Inc. 3.14% Add +0.6% 161,495 $12.5M
PNC Financial Services Group, Inc. 0.01% Reduce -54.4% 161,545 $12.5M
Parallel Advisors, LLC 0.32% Reduce -3.0% 160,430 $12.4M
Cordant, Inc. 6.88% Add +1.9% 159,449 $12.3M
Private Advisor Group, LLC 0.08% Add +22.8% 158,782 $12.3M
Stordahl Capital Management, Inc. 3.07% Add +5.1% 158,615 $12.3M
Tandem Wealth Advisors LLC 6.57% Add +2.1% 158,545 $12.3M
United Capital Financial Advisors, LLC 0.10% Add +1.6% 157,734 $12.2M
Rakuten Investment Management, Inc. 0.08% Reduce -2.2% 157,159 $12.1M
Hassell Wealth Management, LLC 5.42% New 155,038 $12.1M
Hiley Hunt Wealth Management 7.46% Add +11.9% 156,199 $12.1M
Blackston Financial Advisory Group, LLC 6.73% New 65,922 $12.0M
Twele Capital Management, Inc. 2.72% Add +3.3% 155,249 $12.0M
Firestone Capital Management 3.27% Add +21.5% 155,046 $12.0M
Fairview Capital Investment Management, LLC 0.67% Add +1.6% 153,204 $11.8M
Osborne Partners Capital Management, LLC 0.71% Reduce -4.9% 153,179 $11.8M
Marshall Wace, LLP 0.02% Add +91.1% 152,700 $11.8M
Atria Investments, Inc 0.15% Reduce -6.7% 152,486 $11.8M
McMorgan & Co. LLC 1.87% Add +32.5% 152,150 $11.8M
Lowe Wealth Advisors, LLC 5.26% Reduce -2.4% 149,448 $11.5M
Annapolis Financial Services, LLC 3.74% Reduce -3.7% 149,325 $11.5M
Pioneer Wealth Management Group 6.09% Add +13.1% 148,297 $11.5M
Rodgers & Associates, LTD 1.47% Add +33.1% 147,445 $11.4M
Whitegate Investment Counselors, Inc. 3.23% Add +3.6% 147,186 $11.4M
WESCAP Management Group, Inc. 3.22% Add +19.8% 147,009 $11.4M
WBH Advisory Inc. 1.15% Add +11.6% 146,905 $11.4M
Level Financial Advisors 4.87% Add +2.5% 145,563 $11.2M
Connecticut Wealth Management, LLC 0.58% Reduce -7.4% 145,367 $11.2M
Urban Financial Advisory Corp 6.75% Add +0.8% 143,267 $11.1M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -59.8% 142,617 $11.0M
Gradient Capital Advisors, LLC 3.92% Add +10.4% 141,924 $11.0M
Kestra Advisory Services, LLC 0.06% Add +187.7% 140,685 $10.9M
Asio Capital, LLC 2.21% Add +4.0% 139,908 $10.8M
OneDigital Investment Advisors LLC 0.13% Add +59.3% 136,416 $10.5M
Patten & Patten Inc. 0.74% Reduce -8.5% 136,097 $10.5M
Principal Securities, Inc. 0.29% Reduce -5.3% 135,817 $10.5M
Cherry Tree Wealth Management, LLC 2.62% Add +1.3% 135,230 $10.4M
Vise Technologies, Inc. 1.80% Add +12.2% 132,568 $10.2M
Atlantic Edge Private Wealth Management, LLC 3.41% Reduce -14.9% 132,052 $10.2M
Avantax Advisory Services, Inc. 0.07% Add +37.1% 131,602 $10.2M
Studio Investment Management LLC 2.28% Add +7.1% 129,897 $10.0M
Financial & Tax Architects, LLC 2.65% Add +5.0% 127,999 $9.9M
Chesapeake Wealth Management 3.58% Add +1.7% 127,761 $9.9M
Staley Capital Advisers Inc. 0.45% Reduce -6.5% 127,490 $9.9M
Grove Bank & Trust 1.53% Add +13.1% 123,463 $9.5M
US Financial Advisors, LLC 3.19% Add +15.2% 123,171 $9.5M
SouthState Bank Corp 0.68% Reduce -0.6% 121,048 $9.4M
Envestnet Portfolio Solutions, Inc. 0.03% Add +7.6% 120,714 $9.3M
Providence First Trust Co 4.20% Reduce -0.2% 120,544 $9.3M
Montecito Bank & Trust 1.89% Reduce -6.3% 120,316 $9.3M
Capstone Capital LLC 8.27% Add +5.8% 119,784 $9.3M
Checchi Capital Advisers, LLC 0.73% Reduce -2.2% 119,433 $9.2M
Parkside Advisors LLC 2.31% Add +1.9% 116,895 $9.0M
Anchor Capital Advisors LLC 0.25% Reduce -2.2% 116,180 $9.0M
NBT Bank, N.A. 0.64% Add +6.2% 115,745 $8.9M
Magnus Financial Group LLC 1.01% Add +6.5% 115,565 $8.9M
Pointe Capital Management LLC 5.52% Reduce -3.3% 115,160 $8.9M
Horizon Investment Services, LLC 4.12% Add +20.5% 113,060 $8.7M
Valmark Advisers, Inc. 0.15% Add +1.0% 113,033 $8.7M
Vista Investment Management 3.50% Reduce -5.2% 111,767 $8.6M
Sigma Planning Corp 0.27% Add +1.4% 110,685 $8.6M
Atria Wealth Solutions, Inc. 0.09% Add +5.9% 110,587 $8.5M
Thrivent Financial for Lutherans 0.02% Reduce -8.1% 109,691 $8.5M
Quattro Financial Advisors LLC 2.21% Add +2.1% 109,178 $8.4M
Mountain Pacific Investment Advisers LLC 0.62% Reduce -2.8% 108,067 $8.4M
Estate Counselors, LLC 0.91% Add +2969.8% 107,290 $8.3M
Beese Fulmer Investment Management, Inc. 0.75% Add +2.2% 106,652 $8.2M
Phillips Financial Management, LLC 0.68% Reduce -5.9% 106,619 $8.2M
BCS Wealth Management 4.00% Add +5.5% 106,348 $8.2M
Sigma Investment Counselors Inc. 0.51% Add +2.0% 105,817 $8.2M
First Horizon Advisors, Inc. 0.25% Add +1.0% 105,295 $8.1M
Susquehanna International Group, LLP 0.01% Reduce -63.7% 104,443 $8.1M
Keebeck Wealth Management 1.18% No change 103,785 $8.0M
Obermeyer Wealth Partners 0.45% Reduce -4.9% 101,856 $7.9M
Stone Summit Wealth LLC 2.82% Add +8.1% 101,783 $7.9M
Balyasny Asset Management L.P. 0.02% Reduce -47.5% 101,064 $7.8M
Cliffwater LLC 1.67% Reduce -1.3% 100,955 $7.8M
Aspen Wealth Management LLC 2.69% Add +5.2% 100,601 $7.8M
Rossmore Private Capital 1.01% Reduce -3.4% 99,729 $7.7M
Country Club Bank 0.53% Reduce -7.7% 98,925 $7.6M
National Bank of Canada 0.01% Add +2.2% 99,408 $7.6M
Oppenheimer & Co. Inc. 0.12% Reduce -11.1% 98,337 $7.6M
Roundview Capital LLC 0.59% Add +0.8% 97,555 $7.5M
Shufro Rose & Co. LLC 0.61% Reduce -4.3% 96,981 $7.5M
Powers Advisory Group, LLC 4.07% Add +17.5% 96,484 $7.5M
Oakwell Private Wealth Management, LLC 2.09% Add +18.5% 95,678 $7.4M
DecisionPoint Financial, LLC 2.48% Add +23.6% 94,497 $7.4M
Milestone Investment Advisors LLC 1.94% Reduce -0.1% 94,390 $7.3M
Leavell Investment Management, Inc. 0.40% Add +5.6% 93,474 $7.2M
Fort Vancouver Investment Management, LLC 6.92% — 93,220 $7.2M
Forbes Financial Planning, Inc. 5.61% Add +6.7% 92,387 $7.1M
TAGStone Capital, Inc. 4.05% Add +9.5% 92,379 $7.1M
Everett Harris & Co. 0.09% Reduce -0.7% 92,365 $7.1M
Disciplined Investments, LLC 3.78% Add +2.9% 91,963 $7.1M
Boston Family Office LLC 0.51% Reduce -14.7% 91,960 $7.1M
American Trust 0.58% Add +564.8% 91,697 $7.1M
Whittier Trust Co. 0.10% Reduce -7.8% 90,620 $7.0M
Evergreen Capital Management LLC 0.25% Reduce -2.8% 89,864 $6.9M
Zacks Investment Management 0.08% Add +15.1% 88,654 $6.9M
NorthCoast Asset Management LLC 0.06% Reduce -2.5% 87,723 $6.8M
Galvin, Gaustad & Stein, LLC 0.64% Reduce -4.3% 87,676 $6.8M
Middleton & Co. Inc. 0.79% Reduce -8.8% 87,653 $6.8M
Black Diamond Financial, LLC 1.30% Reduce -16.9% 87,215 $6.7M
Penserra Capital Management LLC 0.09% Add +49.2% 87,140 $6.7M
Garden State Investment Advisory Services LLC 2.32% Reduce -0.1% 86,859 $6.7M
Integrated Advisors Network LLC 0.34% Add +14.6% 86,544 $6.7M
Rwa Wealth Partners, LLC 0.09% Reduce -7.3% 85,851 $6.6M
Peddock Capital Advisors, LLC 1.69% Add +2.3% 85,004 $6.6M
Seaside Wealth Management, Inc. 2.72% Add +17.3% 84,786 $6.6M
Mustard Seed Financial, LLC 6.25% Add +2.3% 84,552 $6.5M
Flputnam Investment Management Co. 0.12% Reduce -15.3% 84,380 $6.5M
Mma Asset Management LLC 3.05% Add +4.7% 84,341 $6.5M
D.A. Davidson & Co. 0.06% Reduce -1.1% 84,200 $6.5M
Family Manage LLC 1.15% Add +2.8% 84,096 $6.5M
IMZ Advisory Inc 3.23% Add +6.6% 83,783 $6.5M
Planning Directions Inc. 4.37% Reduce -3.9% 82,974 $6.4M
Arrow Financial Corp 0.62% Reduce -19.5% 82,866 $6.4M
Sumitomo Mitsui Financial Group, Inc. 0.20% Add +4.1% 82,332 $6.4M
Anchor Investment Management, LLC 0.65% Add +5.5% 81,442 $6.3M
Bryn Mawr Trust Advisors, LLC 0.35% Add +6.2% 81,310 $6.3M
Benjamin Edwards Inc. 1.21% Add +1.6% 81,313 $6.3M
Catalyst Capital Advisors LLC 0.14% Reduce -4.1% 81,223 $6.3M
International City Management Association Retirement Corp 4.56% New 80,800 $6.2M
Curtis Advisory Group, LLC 2.20% Add +4.9% 80,666 $6.2M
Hurlow Wealth Management Group, Inc. 2.12% Add +8.2% 80,044 $6.2M
Choreo, LLC 0.10% Add +143.4% 80,300 $6.2M
Madison Asset Management, LLC 0.08% Add +1170.3% 79,523 $6.1M
Assetmark, Inc. 0.02% Reduce -0.8% 79,082 $6.1M
Investments & Financial Planning, LLC 4.09% Reduce -3.3% 78,886 $6.1M
Phoenix Financial Ltd. 0.09% Add +10.2% 78,364 $6.1M
Fiducient Advisors LLC 0.83% Add +47.4% 78,061 $6.0M
Advisory Alpha, LLC 0.24% Reduce -15.9% 77,837 $6.0M
Agf Management Ltd. 0.03% Reduce -6.2% 77,600 $6.0M
Harbour Trust & Investment Management Co 0.71% Add +4.3% 76,996 $5.9M
Perennial Advisors, LLC 1.33% Reduce -2.2% 76,665 $5.9M
Certified Advisory Corp 0.72% Add +13.5% 74,471 $5.8M
Koshinski Asset Management, Inc. 0.53% Reduce -7.3% 74,004 $5.7M
Headinvest, LLC 1.12% Reduce -4.4% 73,916 $5.7M
Rezny Wealth Management, Inc. 1.52% Reduce -61.6% 73,687 $5.7M
Sharper & Granite LLC 2.72% Add +2.4% 73,678 $5.7M
Stephen J. Garry & Associates, LLC 5.74% Reduce -1.0% 73,332 $5.7M
Meitav Investment House Ltd. 0.10% Add +5.4% 73,195 $5.7M
49 Wealth Management, LLC 1.11% New 73,363 $5.6M
Telos Capital Management, Inc. 0.62% Add +1.8% 72,901 $5.6M
Ameritas Investment Partners, Inc. 0.19% Add +4.4% 71,736 $5.5M
LaFleur & Godfrey LLC 0.81% Reduce -3.6% 71,411 $5.5M
Faithward Advisors, LLC 1.00% Reduce -4.5% 71,248 $5.5M
W.H. Cornerstone Investments Inc. 3.81% Add +25.6% 69,560 $5.4M
Harbour Investments, Inc. 0.18% Add +686.7% 69,376 $5.4M
Meridian Wealth Management, LLC 0.63% New 68,219 $5.3M
Elevation Capital Advisory, LLC 2.41% — 68,203 $5.3M
Axxcess Wealth Management, LLC 0.14% Reduce -3.7% 68,059 $5.3M
Arcataur Capital Management LLC 1.85% Reduce -1.2% 67,160 $5.2M
Novare Capital Management LLC 0.46% Reduce -2.0% 66,820 $5.2M
Addison Capital Co 2.21% Add +28.5% 65,949 $5.1M
Blue Trust, Inc. 0.07% No change 65,867 $5.1M
Glenview Trust Co 0.10% Add +3.6% 65,793 $5.1M
Freedom Investment Management, Inc. 0.42% Reduce -1.9% 65,765 $5.1M
Clifford Swan Investment Counsel LLC 0.19% Reduce -2.6% 65,594 $5.1M
Robertson Stephens Wealth Management, LLC 0.26% Add +34.7% 65,161 $5.0M
Trellis Wealth Advisors LLC 2.76% Add +27.9% 64,983 $5.0M
Fca Corp. 1.60% Add +2.1% 64,742 $5.0M
Financial Planning & Information Services, Inc. 0.76% Reduce -7.8% 64,514 $5.0M
Abbrea Capital, LLC 0.66% Reduce -0.3% 64,392 $5.0M
AA Financial Advisors, LLC 1.75% Reduce -0.7% 64,354 $5.0M
Luminvest Wealth Management LLC 2.33% Add +25.5% 63,564 $5.0M
Sandy Spring Bank 0.22% Reduce -28.2% 63,662 $4.9M
Invesco Ltd. 0.00% Reduce -0.4% 63,638 $4.9M
Bar Harbor Wealth Management 0.32% Reduce -5.8% 63,250 $4.9M
Virtue Capital Management, LLC 0.84% Add +0.2% 62,695 $4.9M
Transamerica Financial Advisors, LLC 0.52% No change 62,529 $4.8M
Arbor Trust Wealth Advisors, LLC 2.53% Add +2.5% 62,443 $4.8M
Equita Financial Network, Inc. 2.02% Reduce -9.3% 62,423 $4.8M
Florin Court Capital LLP 6.59% Reduce -16.1% 62,004 $4.8M
Massachusetts Wealth Management 3.16% Add +35.8% 60,992 $4.7M
Courier Capital LLC 0.37% Reduce -33.8% 60,852 $4.7M
Thomasville National Bank 0.37% Reduce -4.8% 60,012 $4.6M
Kure Advisory, LLC 3.79% Add +1.9% 59,785 $4.6M
Cardiff Park Advisors, LLC 0.44% Add +0.3% 59,031 $4.6M
Pure Financial Advisors, LLC 0.12% Add +4.7% 58,229 $4.5M
Wunderlich Capital Managemnt 2.01% Add +1.1% 58,148 $4.5M
Bull Street Advisors, LLC 2.13% Reduce -1.2% 57,106 $4.4M
Gray Wealth Management Inc. 1.90% Add +12.3% 56,887 $4.4M
Laidlaw Wealth Management LLC 2.41% Add +8.7% 56,774 $4.4M
Manning & Napier Advisors LLC 0.05% — 56,103 $4.3M
Daiwa Securities Group Inc. 0.02% Add +16.2% 56,030 $4.3M
D.B. Root & Company, LLC 1.47% Add +12.8% 55,830 $4.3M
Synovus Financial Corp. 0.06% Reduce -2.9% 55,614 $4.3M
Composition Wealth, LLC 0.10% Add +1.0% 55,495 $4.3M
JNBA Financial Advisors 0.45% Add +6.5% 55,252 $4.3M
Advisory Services Network, LLC 0.09% Reduce -9.0% 55,218 $4.3M
Windward Private Wealth Management Inc. 1.72% Add +0.5% 54,995 $4.2M
Beacon Harbor Wealth Advisors, Inc. 1.10% Add +4.2% 54,796 $4.2M
Fiduciary Group, LLC 0.45% Reduce -12.4% 54,628 $4.2M
Farther Finance Advisors, LLC 0.20% Reduce -5.0% 54,848 $4.2M
Deutsche Bank AG 0.00% No change 54,466 $4.2M
&partners 0.18% Add +1534.4% 54,213 $4.2M
Juncture Wealth Strategies, LLC 1.74% Reduce -7.8% 53,708 $4.2M
Presilium Private Wealth, LLC 1.04% Reduce -0.8% 53,070 $4.1M
Sheets Smith Wealth Management 0.48% Reduce -10.4% 52,396 $4.0M
Parsons Capital Management Inc. 0.27% Reduce -7.2% 51,956 $4.0M
Websterrogers Financial Advisors, LLC 1.43% Add +11.9% 51,862 $4.0M
HRT Financial LP 0.02% Add +96.0% 51,607 $4.0M
Bedel Financial Consulting, Inc. 0.58% Add +1.2% 51,186 $4.0M
Linscomb Wealth, Inc. 0.20% Reduce -0.7% 51,179 $4.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.24% Add +4.4% 51,090 $3.9M
Guardian Asset Advisors, LLC 2.88% Add +40.1% 50,777 $3.9M
Capasso Planning Partners LLC 1.26% Reduce -3.3% 50,303 $3.9M
Easterly Investment Partners LLC 0.34% No change 50,244 $3.9M
Soltis Investment Advisors LLC 0.41% Add +1.4% 49,968 $3.9M
Global Retirement Partners, LLC 0.12% Reduce -1.6% 49,544 $3.8M
DDD Partners, LLC 0.44% Add +4.5% 49,538 $3.8M
Apella Capital, LLC 0.17% Reduce -14.2% 49,326 $3.8M
Squarepoint Ops LLC 0.01% Reduce -49.8% 49,377 $3.8M
LFA - Lugano Financial Advisors SA 2.89% Reduce -8.5% 49,031 $3.8M
Cumberland Partners Ltd 0.28% Reduce -5.5% 48,960 $3.8M
Cahill Financial Advisors Inc. 0.52% Reduce -8.2% 48,822 $3.8M
MIdWestOne Financial Group, Inc. 0.68% Add +10.2% 48,619 $3.8M
Strategic Investment Solutions, Inc. 1.20% — 47,613 $3.7M
Warwick Investment Management, Inc. 0.87% Add +27.3% 48,137 $3.7M
Edgestream Partners, L.P. 0.18% Reduce -37.5% 47,997 $3.7M
Ancora Advisors LLC 0.09% Reduce -34.2% 47,938 $3.7M
Scotia Capital Inc. 0.02% Add +18.5% 47,700 $3.7M
Tortoise Investment Management, LLC 0.41% Reduce -34.5% 46,889 $3.6M
Grand Wealth Management, LLC 2.14% Reduce -22.3% 46,731 $3.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.60% Reduce -2.8% 46,511 $3.6M
Shotwell Rutter Baer Inc 3.18% New 46,352 $3.6M
Hobart Private Capital, LLC 1.02% Reduce -0.5% 46,330 $3.6M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -15.3% 45,961 $3.6M
Cedar Point Capital Partners, LLC 2.62% Reduce -26.2% 45,287 $3.5M
WMS Partners, LLC 0.22% Add +5.5% 45,167 $3.5M
EP Wealth Advisors, LLC 0.04% Add +5.0% 45,132 $3.5M
Diversified Portfolios, Inc. 0.45% Reduce -1.3% 44,083 $3.4M
Fagan Associates, Inc. 0.60% Reduce -2.0% 44,082 $3.4M
Bowie Capital Management, LLC 0.22% No change 44,000 $3.4M
Schroder Investment Management Group 0.00% Reduce -80.6% 43,995 $3.4M
Morton Brown Family Wealth, LLC 1.34% Reduce -0.5% 43,687 $3.4M
Verdence Capital Advisors LLC 0.30% Add +1.5% 43,784 $3.4M
Asset Allocation & Management Company, LLC 2.23% No change 43,700 $3.4M
GDS Wealth Management 0.37% Reduce -35.9% 43,630 $3.4M
Buckingham Capital Management, Inc. 0.40% Reduce -36.9% 43,222 $3.3M
Transcendent Capital Group LLC 1.92% Add +1.3% 43,155 $3.3M
Clearwater Capital Advisors, LLC 0.35% Reduce -4.3% 42,910 $3.3M
Eukles Asset Management 1.43% Add +0.9% 42,814 $3.3M
McDonough Capital Management, Inc 2.40% Reduce -22.4% 42,596 $3.3M
First American Trust, FSB 0.33% Add +30.8% 42,570 $3.3M
Raffa Wealth Management, LLC 0.93% Add +2.9% 42,434 $3.3M
Leuthold Group, LLC 0.38% No change 42,291 $3.3M
Virtus Family Office LLC 4.43% Add +39.5% 42,148 $3.3M
Topel & Distasi Wealth Management, LLC 1.43% Reduce -0.3% 42,038 $3.2M
GeoWealth Management, LLC 0.14% Reduce -13.0% 41,886 $3.2M
US Bancorp \de 0.00% Reduce -12.7% 41,601 $3.2M
Valley Financial Group, Inc. 2.36% Add +0.4% 41,502 $3.2M
Compass Financial Group, Inc. 1.60% Reduce -0.7% 41,398 $3.2M
Equity Investment Corp. 0.08% Reduce -1.4% 41,307 $3.2M
Alpha Cubed Investments, LLC 0.15% Reduce -5.3% 41,281 $3.2M
Forvis Mazars Wealth Advisors, LLC 0.08% Reduce -32.2% 41,111 $3.2M
Novak & Powell Financial Services, Inc. 1.96% Add +135.4% 40,927 $3.2M
Oikos Holdings LLC 0.75% Reduce -65.7% 40,865 $3.2M
Consilio Wealth Advisors, LLC 1.41% Add +4.1% 40,810 $3.2M
Glass Jacobson Investment Advisors llc 1.15% Add +4.4% 40,733 $3.1M
Forza Wealth Management, LLC 1.62% Add +0.1% 40,698 $3.1M
AE Wealth Management LLC 0.03% Reduce -0.0% 40,552 $3.1M
HTLF Bank 0.36% Reduce -2.7% 40,499 $3.1M
SeaBridge Investment Advisors LLC 0.81% Add +4.8% 40,466 $3.1M
Walkner Condon Financial Advisors LLC 0.67% Reduce -0.2% 40,433 $3.1M
NavPoint Financial, Inc. 2.71% Reduce -3.4% 40,339 $3.1M
Peapack Gladstone Financial Corp. 0.05% Reduce -21.6% 40,304 $3.1M
Elser Financial Planning, Inc 0.52% — 40,169 $3.1M
HM Payson & Co. 0.06% No change 40,000 $3.1M
TriaGen Wealth Management LLC 1.19% Add +10.2% 39,940 $3.1M
Steward Partners Investment Advisory, LLC 0.03% Reduce -4.2% 39,503 $3.1M
Equitable Holdings, Inc. 0.03% Reduce -3.9% 39,480 $3.1M
Gladstone Institutional Advisory LLC 0.16% Add +2.8% 39,336 $3.0M
Cascade Wealth Advisors, Inc 2.25% Reduce -6.0% 39,028 $3.0M
World Investment Advisors 0.19% Add +19.6% 39,178 $3.0M
Betterment LLC 0.01% Add +4.6% 39,039 $3.0M
MidAtlantic Capital Management, Inc. 2.53% Add +356.5% 38,988 $3.0M
Spire Wealth Management 0.11% Reduce -29.8% 38,637 $3.0M
Mgo One Seven LLC 0.14% Add +12.8% 38,621 $3.0M
Capital Asset Advisory Services LLC 0.16% Add +4.3% 38,158 $3.0M
Redmont Wealth Advisors LLC 4.67% No change 38,183 $3.0M
Culbertson A N & Co. Inc. 0.51% Add +1.8% 38,144 $2.9M
Snowden Capital Advisors LLC 0.09% Add +0.3% 38,032 $2.9M
Fiduciary Trust Co 0.04% Reduce -2.4% 38,032 $2.9M
PFG Investments, LLC 0.21% Reduce -7.7% 37,919 $2.9M
Ameritas Advisory Services, LLC 0.11% Reduce -2.9% 37,751 $2.9M
GTS Securities LLC 0.06% New 37,515 $2.9M
Weik Capital Management 1.24% Add +5.0% 37,515 $2.9M
Sightline Wealth Advisors, LLC 1.79% Add +22.6% 37,235 $2.9M
Narus Financial Partners, LLC 1.16% Reduce -4.4% 37,223 $2.9M
Marietta Wealth Management, LLC 0.45% Add +2.2% 37,200 $2.9M
Future Financial Wealth Managment LLC 2.52% Add +0.9% 37,132 $2.9M
Farrell Financial LLC 2.21% Add +10.0% 36,797 $2.8M
Saranac Partners Ltd 1.66% Add +3.3% 36,105 $2.8M
Compass Ion Advisors, LLC 0.40% No change 36,053 $2.8M
Rain Capital Management, LLC 1.96% Reduce -7.2% 36,127 $2.8M
W1M Asset Management Ltd 0.23% Reduce -0.3% 35,940 $2.8M
Rooted Wealth Advisors, Inc. 1.22% Reduce -28.5% 35,555 $2.8M
Prospect Financial Services LLC 2.12% Add +21.3% 35,742 $2.8M
Modus Advisors, LLC 0.98% Reduce -5.5% 35,685 $2.8M
James Investment Research, Inc. 0.32% Reduce -31.6% 35,148 $2.7M
Transcend Capital Advisors, LLC 0.20% Add +0.3% 35,142 $2.7M
CreativeOne Wealth, LLC 0.14% Reduce -0.6% 34,681 $2.7M
Robinson Value Management, Ltd. 1.85% Reduce -63.4% 34,381 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.29% Reduce -0.9% 34,374 $2.7M
Roberts Glore & Co. Inc. 0.80% Add +6.6% 34,311 $2.7M
Redhawk Wealth Advisors, Inc. 0.40% Add +134.7% 34,071 $2.6M
Focus Partners Advisor Solutions, LLC 0.07% Add +19.5% 34,031 $2.6M
Chicago Partners Investment Group LLC 0.10% Add +4.7% 33,668 $2.6M
Wealthcare Advisory Partners LLC 0.08% Reduce -20.5% 33,980 $2.6M
Westover Capital Advisors, LLC 0.67% Reduce -23.0% 33,832 $2.6M
Eagle Global Advisors LLC 0.14% Reduce -1.2% 33,753 $2.6M
Sprott Inc. 0.19% No change 33,700 $2.6M
Florida Trust Wealth Management Co 0.09% Reduce -8.2% 33,623 $2.6M
Flagship Harbor Advisors, LLC 0.16% Reduce -10.9% 33,479 $2.6M
Resona Asset Management Co.,Ltd. 0.02% Reduce -37.7% 33,269 $2.6M
Agate Pass Investment Management, LLC 1.35% Add +7.5% 32,786 $2.5M
Rosenberg Matthew Hamilton 0.74% Reduce -23.5% 32,669 $2.5M
Quadrature Capital Ltd 0.04% New 32,480 $2.5M
Patten Group, Inc. 0.59% Reduce -6.5% 32,445 $2.5M
Independent Financial Group, LLC 0.10% Add +14.7% 32,430 $2.5M
Citigroup Inc. 0.00% Reduce -82.1% 31,642 $2.4M
Sykon Capital LLC 0.92% Reduce -23.4% 31,524 $2.4M
Boston Financial Mangement LLC 0.08% Reduce -1.6% 31,502 $2.4M
Simon Quick Advisors, LLC 0.17% Reduce -0.8% 30,691 $2.4M
Litman Gregory Wealth Management LLC 0.21% Reduce -37.5% 30,462 $2.4M
Chatham Capital Group, Inc. 0.41% No change 30,398 $2.3M
IHT Wealth Management, LLC 0.09% Add +16.5% 30,372 $2.3M
Benchmark Wealth Management, LLC 1.25% Add +0.6% 30,368 $2.3M
Wealthspan Partners, LLC 1.28% Add +46.5% 30,129 $2.3M
ETF Store, Inc. 2.39% Reduce -46.2% 30,048 $2.3M
Round Rock Advisors LLC 0.56% Reduce -19.2% 29,821 $2.3M
Eagle Bay Advisors LLC 1.38% Reduce -4.3% 29,569 $2.3M
Chemistry Wealth Management LLC 0.59% Add +0.0% 29,451 $2.3M
J. W. Coons Advisors, LLC 0.42% Reduce -1.1% 29,415 $2.3M
M&T Bank Corp 0.01% Add +5.5% 29,399 $2.3M
Savant Capital, LLC 0.02% Add +26.4% 29,347 $2.3M
Vantage Financial Partners, LLC 0.58% Reduce -21.2% 29,050 $2.2M
Martin Capital Advisors, LLP 1.68% No change 28,950 $2.2M
Aua Capital Management, LLC 1.34% Reduce -2.4% 28,808 $2.2M
Continuum Advisory, LLC 0.32% Reduce -0.2% 28,784 $2.2M
Essex Financial Services, Inc. 0.17% Add +16.9% 28,422 $2.2M
Berkshire Asset Management LLC 0.11% New 28,553 $2.2M
Forum Private Client Group LLC 1.04% Reduce -8.2% 28,416 $2.2M
Lauer Wealth, LLC 1.73% Reduce -35.4% 28,143 $2.2M
Summit Financial, LLC 0.10% Reduce -3.3% 28,243 $2.2M
Boston Mountain Money Management Inc. 1.44% Add +39.0% 28,226 $2.2M
McKinley Carter Wealth Services, Inc. 0.14% Add +0.1% 27,735 $2.1M
Jacobi Capital Management LLC 0.18% Add +8.7% 27,477 $2.1M
Ellis Investment Partners, LLC 0.45% Reduce -10.7% 27,441 $2.1M
Pension & Wealth Management Advisors, Inc. 1.21% Reduce -15.8% 27,283 $2.1M
Insight Inv LLC 1.81% Reduce -0.6% 27,167 $2.1M
Ramsay, Stattman, Vela & Price, Inc. 0.40% Reduce -0.3% 27,156 $2.1M
CW Advisors, LLC 0.03% Add +5.0% 26,963 $2.1M
Madden Advisory Services, Inc. 1.06% Add +1.5% 26,905 $2.1M
Zhang Financial LLC 0.14% Reduce -4.9% 26,554 $2.1M
BIP Wealth, LLC 0.17% Reduce -17.1% 26,158 $2.0M
Rathbones Group PLC 0.01% Add +11.3% 26,129 $2.0M
A. D. Beadell Investment Counsel, Inc. 1.69% Reduce -0.3% 26,099 $2.0M
Titleist Asset Management, LLC 0.30% Add +18.0% 26,000 $2.0M
Advisory Research Inc. 0.38% Reduce -16.7% 25,962 $2.0M
Regions Financial Corp. 0.02% No change 25,870 $2.0M
YHB Investment Advisors, Inc. 0.17% Reduce -1.9% 25,754 $2.0M
AXS Investments LLC 0.55% New 25,629 $2.0M
Oak Harvest Investment Services 0.31% Add +41.3% 25,598 $2.0M
Jmac Enterprises LLC 0.35% Reduce -0.3% 25,544 $2.0M
Farmers & Merchants Trust Co of Chambersburg PA 0.80% Add +3.2% 25,536 $2.0M
Citizens Financial Group Inc. 0.04% Add +13.1% 25,496 $2.0M
Capital Investment Advisors, LLC 0.04% Reduce -0.7% 25,273 $2.0M
EFG Asset Management (Americas) Corp. 0.38% Add +598.9% 24,956 $1.9M
Aries Wealth Management 0.61% Reduce -0.2% 24,948 $1.9M
Tidal Investments LLC 0.03% Add +56.4% 24,919 $1.9M
Chesapeake Capital Corp. 2.52% Reduce -51.4% 24,907 $1.9M
Ashton Thomas Private Wealth, LLC 0.11% Add +66.2% 24,904 $1.9M
Mayflower Financial Advisors, LLC 0.31% Reduce -0.7% 86,519 $1.9M
Braun-Bostich & Associates Inc. 1.40% Add +96.4% 24,286 $1.9M
Sterling Financial Planning, Inc. 0.76% Add +17.4% 24,271 $1.9M
Capital Advisory Group Advisory Services, LLC 0.79% Add +10.6% 23,799 $1.8M
Washington Trust Advisors, Inc. 0.17% Add +2.9% 23,750 $1.8M
Baskin Financial Services Inc. 0.16% Add +11.7% 23,643 $1.8M
Gordian Advisors LLC 1.76% Reduce -2.6% 23,603 $1.8M
TruWealth Advisors, LLC 0.12% Add +9.1% 23,513 $1.8M
Hunter Associates Investment Management LLC 0.30% Reduce -8.6% 23,307 $1.8M
Summit Wealth Partners, LLC 0.37% Reduce -4.3% 23,244 $1.8M
Stockman Wealth Management, Inc. 0.31% No change 22,940 $1.8M
Naples Global Advisors, LLC 0.18% Reduce -10.3% 22,890 $1.8M
Sagace Wealth Management LLC 1.73% — 22,642 $1.8M
Avidian Wealth Enterprises, LLC 0.08% Reduce -7.0% 22,756 $1.8M
Flow Traders U.S. LLC 0.09% New 22,722 $1.8M
Powell Investment Advisors, LLC 0.91% New 22,606 $1.7M
Roberts Wealth Advisors, LLC 0.59% Reduce -57.3% 22,358 $1.7M
TrinityPoint Wealth, LLC 0.27% Add +3.3% 22,306 $1.7M
Alta Wealth Advisors LLC 0.86% Reduce -50.0% 22,238 $1.7M
Stonekeep Investments, LLC 1.39% — 22,196 $1.7M
REDW Wealth LLC 0.45% Reduce -3.2% 22,193 $1.7M
Hancock Whitney Corp. 0.06% Reduce -13.4% 22,189 $1.7M
Beacon Bridge Wealth Partners, LLC 0.78% Reduce -16.6% 22,097 $1.7M
Berkeley Capital Partners, LLC 0.51% Add +9.8% 22,006 $1.7M
Northeast Financial Group, Inc. 0.73% Add +2.5% 21,939 $1.7M
CVA Family Office, LLC 0.30% Reduce -4.3% 21,918 $1.7M
IFP Advisors, Inc 0.07% Add +6.7% 21,812 $1.7M
Kovack Advisors, Inc. 0.19% New 21,776 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.83% Add +2.2% 21,724 $1.7M
ProVise Management Group, LLC 0.14% Reduce -8.7% 21,678 $1.7M
GenTrust, LLC 0.09% Reduce -8.7% 21,664 $1.7M
Wedmont Private Capital 0.11% Reduce -0.0% 21,468 $1.7M
MBE Wealth Management, LLC 1.01% Reduce -0.2% 21,537 $1.7M
Kowal Investment Group, LLC 0.33% Add +70.1% 21,537 $1.7M
J.W. Cole Advisors, Inc. 0.08% Reduce -3.2% 21,208 $1.6M
Plum Street Advisors, LLC 0.96% Add +6.5% 21,203 $1.6M
Vicus Capital 0.15% Reduce -50.5% 21,124 $1.6M
Argent Trust Co 0.07% Reduce -4.6% 21,006 $1.6M
Horan Capital Advisors, LLC. 0.57% No change 20,948 $1.6M
Lido Advisors, LLC 0.01% Reduce -6.6% 20,472 $1.6M
Arete Wealth Advisors, LLC 0.13% Reduce -39.3% 20,414 $1.6M
Accurate Wealth Management, LLC 0.38% Add +81.4% 20,278 $1.6M
Meredith Wealth Planning 0.82% Reduce -4.5% 20,193 $1.6M
TD Waterhouse Canada Inc. 0.01% Reduce -4.1% 20,123 $1.5M
Valley Wealth Managers, Inc. 0.12% Reduce -1.3% 19,739 $1.5M
Vontobel Holding Ltd. 0.00% Add +0.3% 19,718 $1.5M
Evolution Wealth Advisors, LLC 0.30% No change 19,668 $1.5M
Independence Asset Advisors, LLC 36.39% No change 19,657 $1.5M
Ironwood Investment Counsel, LLC 0.27% Add +4.6% 19,644 $1.5M
Duncker Streett & Co. Inc. 0.29% Reduce -12.6% 19,521 $1.5M
Hilltop Holdings Inc. 0.17% Reduce -24.9% 19,263 $1.5M
Cambridge Advisors Inc. 0.34% Reduce -3.2% 19,187 $1.5M
Woodmont Investment Counsel LLC 0.12% Reduce -1.1% 19,153 $1.5M
Mason & Associates Inc 0.39% Add +372.0% 19,139 $1.5M
BHK Investment Advisors, LLC 0.58% Reduce -7.6% 19,134 $1.5M
MMBG Investment Advisors Co. 0.16% No change 19,108 $1.5M
Wulff, Hansen & Co. 1.45% Reduce -3.7% 19,030 $1.5M
Wells Trecaso Financial Group, LLC 0.51% Add +2.5% 19,025 $1.5M
Mutual Advisors, LLC 0.04% Reduce -2.0% 18,675 $1.5M
Barclays PLC 0.00% Reduce -51.7% 18,760 $1.4M
Independence Bank of Kentucky 0.38% Reduce -2.5% 18,466 $1.4M
Clearstead Advisors, LLC 0.02% Add +47.3% 18,439 $1.4M
Prospera Financial Services Inc 0.04% Reduce -6.7% 18,212 $1.4M
Washington Capital Management, Inc. 1.19% No change 18,200 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -1.2% 18,160 $1.4M
Idaho Trust Co 0.72% New 18,130 $1.4M
Levy Wealth Management Group, LLC 0.36% Reduce -7.5% 18,002 $1.4M
Houlihan Financial Resource Group, Ltd. 0.94% Add +1.2% 17,893 $1.4M
Retirement Investment Advisors, Inc. 0.17% — 17,816 $1.4M
Octavia Wealth Advisors, LLC 0.19% Add +14.1% 17,816 $1.4M
Chandler Asset Management, Inc. 0.28% Add +1.7% 17,630 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Add +3.6% 17,581 $1.4M
Beaumont Financial Advisors, LLC 0.11% No change 17,556 $1.4M
All Season Financial Advisors, Inc. 1.23% Add +53.4% 17,546 $1.4M
Brown, Lisle/Cummings, Inc. 0.44% Reduce -1.1% 17,469 $1.3M
Vectors Research Management, LLC 0.41% Reduce -22.8% 17,398 $1.3M
Fortis Capital Management LLC 0.29% Add +3.2% 17,352 $1.3M
Twin Focus Capital Partners, LLC 0.21% No change 17,299 $1.3M
Kelman-Lazarov, Inc. 0.25% Reduce -6.4% 17,266 $1.3M
Wesbanco Bank Inc. 0.05% Reduce -1.4% 17,235 $1.3M
Cypress Capital, LLC 0.36% Add +1.3% 17,227 $1.3M
Insigneo Advisory Services, LLC 0.15% New 16,910 $1.3M
Chilton Capital Management LLC 0.06% Reduce -6.9% 17,024 $1.3M
Hoylecohen, LLC 0.10% New 16,992 $1.3M
Two Sigma Securities, LLC 0.06% Reduce -17.5% 16,948 $1.3M
First Trust Advisors LP 0.00% Add +0.5% 16,719 $1.3M
BNP Paribas 0.06% Add +1662600.0% 16,627 $1.3M
Bakala Capital LLC 9.09% Add +20.5% 16,310 $1.3M
Mosaic Financial Group, LLC 0.90% No change 16,301 $1.3M
CGN Advisors LLC 0.15% Add +12.5% 16,231 $1.3M
Exchange Bank 1.06% Add +9.5% 16,216 $1.3M
Avaii Wealth Management, LLC 0.69% Add +1.9% 16,088 $1.2M
Rehmann Capital Advisory Group 0.09% Add +2.7% 16,069 $1.2M
Nabity-Jensen Investment Management Inc 1.01% New 16,035 $1.2M
Investment Advisory Group, LLC 0.48% Add +2.1% 15,925 $1.2M
Algorithmic Investment Models, LLC 0.96% Add +2.8% 15,886 $1.2M
Kingsview Wealth Management, LLC 0.03% Reduce -3.8% 15,860 $1.2M
Graypoint LLC 0.08% Reduce -6.4% 15,821 $1.2M
Ramiah Investment Group 1.18% Add +1.0% 15,703 $1.2M
Carr Financial Group Corp 0.39% Add +0.3% 15,693 $1.2M
UMB Bank, n.a. 0.02% Add +12.1% 15,693 $1.2M
Power Wealth Management LLC 0.58% Add +31.6% 15,639 $1.2M
Coston, McIsaac & Partners 0.38% Add +9.2% 15,520 $1.2M
Sovereign Financial Group, Inc. 0.30% Reduce -2.2% 15,494 $1.2M
First County Bank 0.61% Reduce -2.7% 15,393 $1.2M
Capital Insight Partners, LLC 0.22% Reduce -2.7% 15,353 $1.2M
Summit Global Investments 0.08% Add +13.8% 15,168 $1.2M
Birchcreek Wealth Management, LLC 0.66% Reduce -38.5% 15,159 $1.2M
Cedar Wealth Management, LLC 0.38% Reduce -56.5% 15,024 $1.2M
Verus Capital Partners, LLC 0.12% Reduce -26.4% 15,000 $1.2M
Scott Capital Advisors, LLC 0.34% Add +13.4% 14,937 $1.2M
Brown Advisory Inc. 0.00% Add +114.5% 14,944 $1.2M
Krilogy Financial LLC 0.09% Reduce -3.8% 14,931 $1.2M
Peregrine Asset Advisers, Inc. 0.45% Reduce -1.7% 14,921 $1.2M
Wedbush Securities Inc. 0.04% Reduce -8.0% 14,827 $1.1M
Clarity Capital Advisors, LLC 0.88% Add +4.2% 14,785 $1.1M
Mitchell Sinkler & Starr 0.29% Reduce -20.5% 14,650 $1.1M
Meridian Financial Advisors, LLC 0.82% Add +60.5% 14,731 $1.1M
Altus Wealth Group LLC 0.57% Add +2.1% 14,696 $1.1M
Advisor OS, LLC 0.12% Reduce -0.2% 14,672 $1.1M
New England Private Wealth Advisors LLC 0.20% Add +11.1% 14,514 $1.1M
Orin Green Financial, LLC 0.51% New 14,387 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% Add +4844.3% 14,289 $1.1M
Source Financial Advisors LLC 0.34% Reduce -4.0% 14,238 $1.1M
Pinnacle Associates Ltd. 0.02% Reduce -7.2% 14,050 $1.1M
Cambria Investment Management, L.P. 0.07% Add +5.5% 14,080 $1.1M
Platt Investment Counsel, LLC 1.04% Add +1.4% 13,988 $1.1M
Pinnacle Bancorp, Inc. 0.32% Add +3.3% 13,928 $1.1M
National Philanthropic Trust 0.02% No change 13,894 $1.1M
Jackson Hole Capital Partners, LLC 0.24% Reduce -9.0% 13,870 $1.1M
HHM Wealth Advisors, LLC 0.16% Reduce -9.8% 13,852 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -4.0% 13,824 $1.1M
Bremer Bank National Association 0.21% Add +0.8% 13,786 $1.1M
Friedenthal Financial 0.66% Reduce -0.7% 13,721 $1.1M
Blair William & Co. 0.00% Add +45.6% 13,712 $1.1M
Insight Wealth Partners, LLC 0.69% Reduce -12.9% 13,687 $1.1M
LifePlan Financial, LLC 0.97% Add +4.4% 13,613 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -9.9% 13,606 $1.1M
Avior Wealth Management, LLC 0.04% Add +238.6% 13,549 $1.0M
Sovereign Investment Advisors, LLC 0.39% No change 13,532 $1.0M
First Interstate Bank 0.07% Reduce -3.9% 13,476 $1.0M
Pallas Capital Advisors LLC 0.05% Reduce -1.3% 13,343 $1.0M
VERITY Wealth Advisors 0.78% Reduce -1.4% 13,410 $1.0M
Red Cedar Investment Management, LLC 0.14% No change 13,399 $1.0M
Aptus Capital Advisors, LLC 0.02% Reduce -15.2% 13,383 $1.0M
Westmount Partners, LLC 0.34% Add +1.4% 13,404 $1.0M
L. Roy Papp & Associates, LLP 0.13% Reduce -7.0% 13,345 $1.0M
Bfsg, LLC 0.13% Reduce -1.5% 13,288 $1.0M
Tradition Wealth Management, LLC 0.10% Add +1.1% 13,246 $1.0M
Cooper Financial Group 0.15% Add +4.7% 13,218 $1.0M
Strategic Blueprint, LLC 0.07% Reduce -22.2% 13,192 $1.0M
Manhattan West Asset Management, LLC 0.27% Reduce -0.3% 12,994 $1.0M
Stokes Capital Advisors, LLC 0.28% Reduce -3.6% 12,991 $1.0M
Sage Capital Advisors,llc 0.29% Reduce -0.3% 12,914 $998K
Concurrent Investment Advisors, LLC 0.03% Reduce -22.6% 12,795 $989K
Affinity Capital Advisors, LLC 0.20% Reduce -18.5% 12,564 $971K
Frank, Rimerman Advisors LLC 0.07% Reduce -0.2% 12,380 $957K
Cibc World Market Inc. 0.00% Add +6.8% 12,361 $955K
Shayne & Jacobs, LLC 0.26% No change 12,350 $954K
Signature Estate & Investment Advisors LLC 0.02% New 12,336 $953K
Motiv8 Investments LLC 0.71% Add +32.4% 12,268 $949K
Compound Planning, Inc. 0.07% Add +157.3% 12,168 $940K
Integrated Investment Consultants, LLC 0.26% No change 12,152 $939K
Hexagon Capital Partners LLC 0.20% Reduce -17.3% 12,136 $938K
FWG Holdings, LLC 0.47% Reduce -19.8% 12,037 $936K
Acropolis Investment Management, LLC 0.06% Add +5.1% 12,049 $931K
Northwest Wealth Management, LLC 0.24% Reduce -21.8% 11,921 $921K
Belpointe Asset Management LLC 0.06% Add +12.4% 11,900 $920K
Gridiron Partners, LLC 0.58% No change 11,865 $917K
N.E.W. Advisory Services LLC 0.10% Reduce -17.1% 11,831 $914K
Shelter Mutual Insurance Co 0.24% No change 11,762 $909K
StoneX Group Inc. 0.07% Add +61.6% 11,620 $898K
Wealth Effects LLC 0.33% Add +0.2% 11,602 $897K
Kuhn & Co Investment Counsel 0.80% Reduce -0.8% 11,565 $894K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +16.3% 11,446 $884K
Asset Planning Corporation 0.65% Reduce -16.1% 11,304 $873K
Orcam Financial Group 0.93% Add +0.1% 11,273 $871K
Nations Financial Group Inc, /Ia/ 0.07% Add +1.0% 11,245 $869K
Midwest Financial Group LLC 0.55% Reduce -4.9% 11,210 $866K
Prosperity Planning, Inc. 0.30% New 11,172 $863K
Empirical Asset Management, LLC 0.32% New 11,144 $861K
Level Four Advisory Services, LLC 0.04% Add +2.4% 11,134 $860K
Cassady Schiller Wealth Management, LLC 0.35% Reduce -8.2% 11,095 $857K
Chapin Davis, Inc. 0.29% Add +0.9% 11,022 $852K
Apollon Wealth Management, LLC 0.03% Reduce -12.7% 10,927 $844K
Winch Advisory Services, LLC 0.24% Add +0.8% 10,923 $844K
Q3 Asset Management 0.19% Add +6.8% 10,819 $837K
Cresset Asset Management, LLC 0.00% Reduce -53.2% 10,744 $830K
Creekside Partners 0.46% — 10,715 $828K
SkyOak Wealth, LLC 0.19% Reduce -10.9% 10,678 $825K
Pettyjohn, Wood & White, Inc. 0.16% Reduce -3.1% 10,673 $825K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.18% No change 10,650 $823K
Nomura Asset Management Co. Ltd. 0.00% New 10,650 $823K
Hilltop Partners LLC 0.30% Reduce -9.9% 10,628 $821K
Petra Financial Advisors Inc. 0.59% Reduce -4.5% 10,596 $819K
Perennial Investment Advisors, LLC 0.12% New 10,518 $813K
SG Americas Securities, LLC 0.01% Add +46.6% 10,492 $811K
Probity Advisors, Inc. 0.17% Reduce -33.8% 10,447 $807K
IPG Investment Advisors LLC 0.18% No change 10,400 $804K
FAS Wealth Partners, Inc. 0.07% Add +1.0% 10,350 $800K
Wealthfront Advisers LLC 0.00% Add +4.1% 10,342 $799K
Geneos Wealth Management Inc. 0.04% Reduce -10.8% 10,321 $798K
Good Life Advisors, LLC 0.07% Reduce -12.8% 10,286 $795K
Western Wealth Management, LLC 0.06% Add +1.4% 10,284 $795K
Consolidated Portfolio Review Corp 0.18% Add +3.5% 10,237 $791K
Prevail Innovative Wealth Advisors, LLC 0.28% New 10,125 $782K
Charles Schwab Trust Co 0.07% Reduce -0.7% 10,107 $781K
FDx Advisors, Inc. 0.22% Reduce -3.5% 10,079 $779K
Brookstone Capital Management 0.01% Add +7.3% 9,997 $778K
HT Partners LLC 0.27% Add +4.7% 10,040 $776K
McKinley Capital Management LLC 0.14% Add +1.1% 9,997 $773K
Guardian Wealth Advisors, LLC / NC 0.09% No change 9,851 $761K
HUB Investment Partners, LLC 0.04% Reduce -10.4% 9,811 $758K
Loudon Investment Management, LLC 0.45% Reduce -0.7% 9,802 $757K
Atlas Brown,Inc. 0.27% Add +112.1% 9,700 $750K
Berger Financial Group, Inc 0.06% Reduce -3.9% 9,671 $747K
Cypress Wealth Services, LLC 0.16% Reduce -0.3% 9,559 $739K
Stratos Wealth Partners, LTD. 0.01% Reduce -45.4% 9,490 $733K
Cary Street Partners Investment Advisory LLC 0.03% Add +0.8% 9,490 $733K
V2 Financial group LLC 0.49% Add +44.8% 9,392 $733K
Anson Capital, Inc. 0.72% Add +0.5% 9,469 $732K
Prime Capital Investment Advisors, LLC 0.01% Reduce -59.3% 9,446 $730K
Retirement Planning Group, LLC 0.05% New 9,441 $730K
First Hawaiian Bank 0.02% Reduce -3.3% 9,430 $729K
Maripau Wealth Management LLC 0.49% Reduce -6.3% 9,343 $722K
Moloney Securities Asset Management, LLC 0.10% Add +0.4% 9,289 $718K
Caitlin John, LLC 0.52% No change 9,276 $717K
Compass Financial Group, INC 0.15% Reduce -7.7% 9,228 $713K
LifePro Asset Management 0.51% Add +7.1% 9,220 $712K
Barrett & Company, Inc. 0.32% Add +0.1% 9,200 $711K
Harvest Volatility Management LLC 17.00% No change 9,183 $710K
Essential Planning, LLC. 0.31% Reduce -5.9% 9,082 $702K
Regal Investment Advisors LLC 0.05% Reduce -3.5% 9,032 $698K
Great Valley Advisor Group, Inc. 0.02% Add +8.8% 8,984 $695K
Cutler Investment Counsel LLC 0.09% No change 8,968 $693K
Merit Financial Group, LLC 0.02% Reduce -14.6% 8,960 $692K
Clear Point Advisors Inc. 0.57% Add +0.8% 8,934 $690K
FC Advisory LLC 0.25% Add +0.8% 8,917 $689K
Columbus Macro, LLC 0.27% Reduce -1.4% 8,869 $687K
Armstrong Advisory Group, Inc. 0.06% Add +27.2% 8,884 $687K
Jones Financial Companies LLLP 0.00% Add +112.5% 8,852 $684K
PDS Planning, Inc 0.07% Reduce -1.9% 8,832 $683K
Baker Avenue Asset Management, LP 0.02% No change 8,764 $677K
Cornerstone Advisory, LLC 0.10% Reduce -20.4% 8,745 $676K
Rothschild Wealth LLC 0.22% Add +58.4% 8,728 $674K
Ridgewood Investments LLC 0.34% Reduce -23.1% 8,674 $670K
Pathstone Holdings, LLC 0.00% Reduce -60.2% 8,589 $664K
Heritage Trust Co 0.09% Reduce -7.7% 8,586 $663K
Beacon Bank & Trust 0.16% Reduce -7.3% 8,486 $656K
Greenspring Advisors, LLC 0.16% Add +4.0% 8,398 $649K
Weaver Consulting Group 0.22% Add +7.9% 8,335 $644K
CIBC Private Wealth Group LLC 0.00% Reduce -0.4% 8,307 $643K
One Day In July LLC 0.08% Reduce -55.5% 8,217 $635K
Coordinated Financial Services, Inc. 0.55% Add +18.1% 8,176 $632K
Simplicity Wealth,LLC 0.01% Add +10.9% 8,154 $630K
Stelac Advisory Services LLC 0.26% No change 8,111 $627K
One Charles Private Wealth Services, LLC 0.26% Reduce -5.3% 8,081 $624K
Legacy PCG, LLC 0.39% Reduce -0.7% 8,055 $622K
Arcadia Investment Management Corp. 0.10% Reduce -38.4% 7,957 $615K
Wallington Asset Management, LLC 0.09% Reduce -11.0% 7,935 $613K
SignalPoint Asset Management, LLC 0.16% Reduce -1.4% 7,907 $611K
Grandview Asset Management LLC 0.36% Add +4.5% 7,898 $610K
Crabel Capital Management, LLC 0.75% Reduce -92.3% 7,881 $609K
Rosenblum Silverman Sutton S F Inc. 0.16% Reduce -3.9% 7,880 $609K
Institute for Wealth Management, LLC. 0.08% Reduce -4.4% 7,836 $605K
Winthrop Capital Management, LLC 0.30% Reduce -1.1% 7,824 $605K
Ignite Planners, LLC 0.15% Add +21.0% 7,748 $600K
Freestone Capital Holdings, LLC 0.02% Reduce -16.8% 7,735 $598K
ArchPoint Investors 0.22% No change 7,700 $595K
Zuckerman Investment Group, LLC 0.07% Add +12.4% 7,654 $591K
Headlands Technologies LLC 0.06% Reduce -72.9% 7,651 $591K
CAP Partners, LLC 0.48% Reduce -0.5% 7,622 $589K
C M Bidwell & Associates Ltd. 0.39% Add +36.9% 7,587 $586K
Cary Street Partners Asset Management LLC 0.09% No change 7,561 $584K
Compass Advisory Group LLC 0.26% Add +1.0% 7,504 $580K
Aspiriant, LLC 0.02% No change 7,482 $578K
Lawson Kroeker Investment Management Inc. 0.11% Reduce -6.8% 7,468 $577K
Financial Counselors Inc. 0.01% Reduce -42.6% 7,464 $577K
SRH Advisors, LLC 0.19% Reduce -1.6% 7,461 $577K
Wealthspire Advisors, LLC 0.01% Reduce -13.4% 7,431 $574K
Charter Oak Capital Management, LLC 0.06% Reduce -13.9% 7,396 $571K
Jacobson & Schmitt Advisors, LLC 0.13% New 7,276 $562K
Court Place Advisors, LLC 0.17% Add +4.7% 7,216 $558K
Mascoma Wealth Management LLC 0.15% Add +0.1% 7,210 $557K
Uncommon Cents Investing LLC 0.17% Reduce -0.9% 7,175 $554K
Windsor Capital Management, LLC 0.17% Reduce -22.2% 7,172 $554K
Procyon Advisors, LLC 0.04% Reduce -3.2% 7,093 $548K
Family Wealth Partners, LLC 0.28% Reduce -5.3% 7,042 $544K
Private Trust Co. NA 0.06% Add +23.6% 6,957 $538K
Strategic Wealth Partners, Ltd. 0.06% Reduce -17.7% 6,955 $537K
Sheaff Brock Investment Advisors, LLC 0.05% No change 6,910 $534K
FMR LLC 0.00% Reduce -29.0% 6,892 $533K
Verum Partners LLC 0.17% Reduce -35.2% 6,885 $532K
City State Bank 0.22% Add +7.7% 6,835 $528K
Integrated Wealth Concepts LLC 0.01% Reduce -7.2% 6,815 $527K
CFM Wealth Partners LLC 0.10% No change 6,783 $524K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -13.6% 6,753 $522K
SeaCrest Wealth Management, LLC 0.06% Add +4.7% 6,717 $519K
WFA of San Diego, LLC 0.46% — 6,682 $516K
Lansing Street Advisors 0.21% Add +1.0% 6,676 $516K
WealthCollab, LLC 0.37% No change 6,638 $513K
Tiaa Trust, National Association 0.00% New 6,632 $512K
AlTi Global, Inc. 0.01% Reduce -5.0% 6,620 $512K
Guardian Wealth Management, Inc. 0.39% Add +182.4% 6,599 $510K
Park Avenue Securities LLC 0.01% Add +112.7% 6,580 $508K
Keener Financial Planning LLC 0.33% Reduce -5.4% 6,537 $505K
Summa Corp. 0.24% No change 6,500 $502K
WealthShield Partners, LLC 0.08% Reduce -5.7% 6,460 $499K
Balboa Wealth Partners 0.13% New 6,419 $496K
Vigilare Wealth Management 0.22% No change 6,412 $495K
Tillman Hartley LLC 0.17% Add +13.5% 6,380 $493K
Cadence Bank 0.04% Reduce -1.2% 6,377 $493K
Pine Haven Investment Counsel, Inc 0.42% Add +0.3% 6,321 $488K
Wealth Alliance, LLC 0.06% Reduce -9.2% 6,315 $488K
Prio Wealth Limited Partnership 0.01% Reduce -34.7% 6,303 $487K
West Financial Advisors, LLC 0.10% No change 6,296 $487K
Vaughan David Investments LLC 0.01% No change 6,282 $485K
Ariadne Wealth Management, LP 0.38% — 6,242 $482K
Sage Rhino Capital LLC 0.12% No change 6,242 $482K
Community Bank, N.A. 0.06% Reduce -21.5% 6,207 $480K
Poplar Forest Capital LLC 0.07% No change 6,177 $477K
Strid Group, LLC 0.08% Add +0.1% 6,141 $475K
Howard Wealth Management, LLC 0.37% Reduce -35.4% 6,137 $474K
DLK Investment Management, LLC 0.20% Add +0.7% 6,120 $473K
PFG Advisors 0.03% Reduce -20.9% 6,081 $470K
Fidelis Capital Partners, LLC 0.07% New 6,000 $469K
Legacy Advisory Services, LLC 0.43% Add +0.9% 6,039 $467K
Centaurus Financial, Inc. 0.03% Reduce -45.7% 6,009 $464K
Accent Capital Management, LLC 0.28% New 6,000 $462K
Matthew Goff Investment Advisor, LLC 0.09% Add +0.1% 5,921 $458K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -8.5% 5,915 $457K
Buffington Mohr McNeal 0.08% No change 5,906 $456K
Savvy Advisors, Inc. 0.15% Reduce -4.4% 5,889 $455K
Fonville Wealth Management LLC 0.18% Reduce -6.6% 5,866 $453K
Security Financial Services, INC. 0.10% Add +9.8% 5,800 $448K
ZWJ Investment Counsel Inc. 0.02% No change 5,786 $447K
Tilia Fiduciary Partners, Inc. 0.35% Reduce -1.3% 5,778 $447K
Clark Asset Management, LLC 0.12% No change 5,777 $446K
Hollencrest Capital Management 0.02% No change 5,697 $440K
Bragg Financial Advisors, Inc 0.02% Add +5.1% 5,693 $440K
Cahill Wealth Management, LLC 0.26% No change 5,658 $437K
Saxony Capital Management, LLC 0.48% Reduce -12.4% 5,600 $433K
M Holdings Securities, Inc. 0.06% New 5,547 $428K
AEGON USA Investment Management, LLC 0.43% No change 5,502 $426K
Mendota Financial Group, LLC 0.23% Reduce -3.9% 5,478 $423K
Seizert Capital Partners, LLC 0.02% Add +1.0% 5,427 $419K
Bessemer Group Inc. 0.00% No change 5,405 $418K
CENTRAL TRUST Co 0.01% Add +1.5% 5,368 $415K
Redwood Financial Network Corp 0.35% Reduce -8.6% 5,326 $412K
Southeast Asset Advisors, LLC 0.05% No change 5,311 $410K
Foundations Investment Advisors, LLC 0.01% Reduce -18.1% 5,303 $410K
SC&H Financial Advisors, Inc. 0.10% No change 5,300 $410K
AdvisorNet Financial, Inc 0.04% Add +10.2% 5,280 $408K
Stonebridge Financial Planning Group, LLC 0.20% Reduce -32.1% 5,262 $407K
Glen Eagle Advisors, LLC 0.07% Reduce -8.6% 5,256 $406K
Orrstown Financial Services Inc. 0.21% Add +3.0% 5,243 $405K
Bank of New Hampshire 0.10% Reduce -20.0% 5,191 $401K
Townsquare Capital LLC 0.01% Reduce -58.6% 5,190 $401K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +0.6% 5,134 $397K
Tyche Wealth Partners LLC 0.10% Reduce -12.8% 5,112 $395K
Rothschild Capital Partners, LLC 0.11% Add +54.0% 5,084 $393K
Essex Bank 0.11% Add +9.8% 5,053 $390K
Penobscot Investment Management Company, Inc. 0.04% Reduce -0.2% 5,040 $389K
Sequoia Financial Advisors, LLC 0.00% Reduce -8.6% 5,037 $389K
Raab & Moskowitz Asset Management LLC 0.11% Reduce -1.3% 5,010 $387K
Cherry Creek Investment Advisors, Inc. 0.20% Reduce -2.5% 5,010 $387K
Voisard Asset Management Group, Inc. 0.19% Add +259.6% 5,006 $387K
Main Management LLC 0.03% No change 4,954 $383K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -13.5% 4,936 $381K
Barlow Wealth Partners, LLC 0.05% Reduce -24.8% 4,889 $380K
Element Wealth, LLC 0.21% Reduce -3.7% 4,918 $380K
Triton Financial Group Inc 0.26% Reduce -0.7% 4,869 $376K
Hoge Financial Services, LLC 0.31% Add +1.0% 4,864 $376K
Altiora Financial Group, LLC 0.09% Add +0.0% 4,855 $375K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -17.8% 4,837 $374K
Certuity, LLC 0.03% Add +2.7% 4,831 $373K
Hanover Advisors Inc. 0.17% Reduce -0.5% 4,822 $373K
Conscious Wealth Investments, LLC 0.27% No change 4,742 $369K
Bigelow Investment Advisors, LLC 0.18% Reduce -6.0% 4,759 $368K
ETF Portfolio Partners, Inc. 0.11% No change 4,711 $364K
Carl P. Sherr & Co., LLC 0.20% Reduce -27.1% 4,703 $363K
Thrive Capital Management, LLC 0.17% New 4,679 $362K
Robinson Smith Wealth Advisors LLC 0.32% Add +6.5% 4,661 $360K
Silvia McColl Wealth Management, LLC 0.30% Reduce -13.4% 4,659 $360K
Commerce Bank 0.00% Reduce -9.3% 4,615 $357K
Fifth Third Bancorp 0.00% Reduce -45.6% 4,615 $357K
Sound View Wealth Advisors Group, LLC 0.04% Add +6.4% 4,550 $352K
AMG National Trust Bank 0.01% New 4,544 $351K
Leo Wealth, LLC 0.04% Add +0.2% 4,505 $348K
Mission Creek Capital Partners, Inc. 0.09% Reduce -43.7% 4,505 $348K
Chicago Capital, LLC 0.01% No change 4,487 $347K
Claris Advisors, LLC / Mo / 0.18% Add +1.0% 4,483 $346K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% New 4,467 $345K
Evolution Advisers, Inc. 0.20% No change 4,454 $344K
Adero Partners, LLC 0.03% New 4,450 $344K
Clarity Capital Partners LLC 0.21% Reduce -1.8% 4,445 $343K
Great Waters Wealth Management 0.05% Reduce -1.1% 4,420 $342K
Beacon Financial Group 0.04% Reduce -25.4% 4,407 $341K
Stephens Consulting, LLC 0.10% Reduce -32.0% 4,368 $338K
Ade, LLC 0.23% Reduce -60.2% 4,354 $336K
Toth Financial Advisory Corp. 0.04% Reduce -4.8% 4,349 $336K
Coastline Trust Co 0.04% No change 4,348 $336K
Stephens Group Asset Management, LLC 0.03% Add +13.5% 4,345 $336K
Realta Investment Advisors 0.07% Reduce -3.2% 4,328 $334K
Lanark Financial, Inc. 0.03% Reduce -2.0% 4,297 $332K
Gateway Wealth Partners, LLC 0.10% New 4,271 $330K
International Assets Investment Management, LLC 0.03% Reduce -16.5% 4,255 $329K
Sweeney & Michel, LLC 0.14% Add +0.7% 4,230 $328K
First Foundation Advisors 0.01% No change 4,215 $326K
Biltmore Family Office, LLC 0.06% Reduce -12.9% 4,158 $321K
Private Client Services, LLC 0.20% Reduce -14.6% 4,149 $321K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -38.6% 4,119 $318K
SOA Wealth Advisors, LLC. 0.06% Reduce -5.5% 4,117 $318K
Prepared Retirement Institute LLC 0.21% New 4,115 $318K
Csenge Advisory Group 0.02% Reduce -49.2% 4,114 $318K
GC Wealth Management RIA, LLC 0.06% No change 4,074 $315K
Conrad Siegel Investment Advisors, Inc. 0.09% Add +14.3% 4,026 $311K
SOL Capital Management CO 0.04% Reduce -1.5% 4,020 $311K
Buckingham Strategic Wealth, LLC 0.00% Reduce -6.6% 4,010 $310K
Matisse Capital 0.15% No change 4,000 $309K
Cunning Capital Partners, LP 0.17% Reduce -14.9% 4,000 $309K
Legacy Edge Advisors, LLC 0.06% Reduce -54.4% 3,993 $309K
Allen Mooney & Barnes Investment Advisors LLC 0.06% No change 3,982 $308K
Pillar Wealth Advisors, LLC 0.37% No change 3,952 $305K
C2C Wealth Management, LLC 0.30% No change 3,921 $303K
Pekin Hardy Strauss, Inc. 0.04% Add +3.1% 3,919 $303K
Tempus Wealth Planning, LLC 0.13% Add +3.5% 3,911 $302K
Intrua Financial, LLC 0.05% Add +1.6% 3,898 $301K
HSBC Holdings PLC 0.00% Reduce -54.7% 3,898 $301K
Life Planning Partners, Inc 0.27% Reduce -32.7% 3,869 $299K
Cannon Financial Strategists, Inc. 0.06% No change 3,843 $297K
Banque Pictet & Cie SA 0.00% Reduce -27.6% 3,822 $295K
First Merchants Corp. 0.01% Add +30.1% 3,784 $292K
WNY Asset Management, LLC 0.04% Reduce -31.8% 3,771 $291K
Grey Ledge Advisors, LLC 0.08% Add +28.9% 3,762 $291K
Riverview Capital Advisers, LLC 0.10% No change 3,760 $291K
Mayport, LLC 0.10% Reduce -73.3% 3,759 $290K
Beaird Harris Wealth Management, LLC 0.03% Add +0.8% 3,749 $290K
Strategy Asset Managers LLC 0.06% Add +2.6% 3,791 $287K
Accel Wealth Management 0.11% Reduce -3.2% 3,670 $284K
Fiera Capital Corp 0.00% Add +8.6% 3,664 $283K
Praetorian Wealth Management, Inc. 0.07% New 3,650 $282K
Plotkin Financial Advisors, LLC 0.18% Reduce -8.5% 3,640 $281K
Stonegate Investment Group, LLC 0.01% New 3,640 $281K
Moody National Bank Trust Division 0.02% No change 3,630 $281K
Acorn Financial Advisory Services Inc. 0.05% No change 3,615 $279K
Paragon Private Wealth Management, LLC 0.16% New 3,603 $278K
Waterloo Capital, L.P. 0.03% Reduce -13.1% 3,595 $278K
Harvest Investment Services, LLC 0.11% New 3,554 $275K
Financial Advocates Investment Management 0.02% Reduce -10.1% 3,537 $273K
HBW Advisory Services LLC 0.05% Add +13.9% 3,529 $273K
HB Wealth Management, LLC 0.00% Add +0.2% 3,527 $273K
Interactive Financial Advisors, Inc. 0.15% Reduce -3.5% 3,487 $269K
Objectivity Squared, LLC 0.20% Add +18.4% 3,436 $268K
Seelaus Asset Management LLC 0.28% Reduce -8.2% 3,444 $266K
Delta Financial Group, Inc. 0.11% Add +13.2% 3,443 $266K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +104.8% 3,439 $266K
GAMMA Investing LLC 0.04% Add +121.5% 3,437 $266K
Econ Financial Services Corp 0.16% No change 3,423 $265K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.3% 3,420 $264K
Modern Wealth Management, LLC 0.02% Reduce -21.0% 3,408 $263K
Viawealth, LLC 0.16% Add +1.0% 3,395 $262K
Bellecapital International Ltd. 0.06% No change 3,371 $260K
Cornerstone Planning Group LLC 0.07% Reduce -1.7% 3,298 $258K
New Insight Wealth Advisors 0.15% Reduce -30.0% 3,343 $258K
KPP Advisory Services LLC 0.07% New 3,323 $257K
Cambridge Capital Management, LLC 0.19% Add +1.0% 3,322 $257K
Edge Financial Advisors LLC 0.26% New 3,297 $255K
Liberty Capital Management, Inc. 0.06% Add +6.3% 3,255 $252K
Long Island Wealth Management, Inc. 0.18% Add +0.7% 3,229 $250K
Tenon Financial LLC 0.19% Reduce -25.3% 3,211 $248K
Von Berge Wealth Management Group, LLC 0.16% Add +0.6% 3,176 $244K
Covenant Asset Management, LLC 0.05% No change 3,116 $241K
Moseley Investment Management Inc. 0.11% Add +3.5% 3,114 $241K
Foster Group, Inc. 0.01% Add +1.0% 3,114 $241K
ARK & TLK Investments, LLC 0.09% Reduce -25.5% 3,081 $238K
Barnes Pettey Financial Advisors, LLC 0.20% Reduce -0.5% 3,038 $235K
New Century Financial Group, LLC 0.10% New 3,037 $235K
CoreCap Advisors, LLC 0.02% Reduce -27.3% 3,030 $234K
Silver Oak Advisory Group, Inc. 0.13% Reduce -14.6% 3,031 $234K
Dimension Capital Management LLC 0.05% No change 3,012 $233K
Kraft, Davis & Associates, LLC 0.07% Add +12.0% 2,984 $233K
Harrington Investments, INC 0.13% No change 3,000 $232K
Atlantic Union Bankshares Corp 0.01% New 2,981 $230K
Schechter Investment Advisors, LLC 0.02% No change 2,966 $229K
Guyasuta Investment Advisors Inc. 0.02% No change 2,961 $229K
MAS Advisors LLC 0.54% Reduce -90.7% 2,928 $226K
International Private Wealth Advisors LLC 0.38% Reduce -9.8% 2,898 $224K
Sage Capital Management, LLC 0.12% Add +0.5% 2,893 $224K
Legacy Financial Strategies, LLC 0.05% Reduce -4.0% 2,866 $221K
Sax Wealth Advisors, LLC 0.02% Reduce -86.9% 2,864 $221K
Logan Capital Management Inc. 0.01% No change 2,860 $221K
Signaturefd, LLC 0.00% Add +2.5% 2,849 $220K
Clear Creek Financial Management, LLC 0.03% Add +0.1% 2,814 $217K
Main Street Financial Solutions, LLC 0.02% New 2,792 $216K
IVC Wealth Advisors LLC 0.12% Reduce -5.0% 2,785 $215K
LexAurum Advisors, LLC 0.05% Reduce -16.4% 2,781 $215K
Whitaker-Myers Wealth Managers, LTD. 0.08% No change 2,775 $214K
Avestar Capital, LLC 0.02% New 2,768 $214K
Conservest Capital Advisors, Inc. 0.02% No change 2,755 $213K
Archford Capital Strategies, LLC 0.03% Reduce -17.3% 2,752 $213K
Azimuth Capital Investment Management LLC 0.01% Reduce -45.5% 2,750 $213K
Activest Wealth Management 0.07% Add +1.0% 2,748 $212K
Investors Research Corp 0.05% Reduce -27.0% 2,744 $212K
Dakota Wealth Management 0.01% No change 2,737 $212K
Spinnaker Investment Group, LLC 0.06% Add +0.1% 2,718 $210K
Cornell Pochily Investment Advisors, Inc. 0.08% Reduce -11.5% 2,694 $208K
Wealth Management Associates, Inc. 0.10% No change 2,689 $208K
United Community Bank 0.08% Add +13.3% 2,683 $207K
Secure Asset Management, LLC 0.04% New 2,677 $207K
Nvwm, LLC 0.06% Reduce -0.1% 2,673 $207K
Roger Wittlin Investment Advisory, LLC 0.13% Add +1.0% 2,646 $204K
Trust Co. of Toledo NA 0.03% No change 2,635 $204K
180 Wealth Advisors, LLC 0.03% New 2,619 $203K
Stratos Wealth Advisors, LLC 0.01% Reduce -13.8% 2,631 $203K
RDA Financial Network 0.07% Reduce -47.1% 2,618 $202K
Schaeffer Financial LLC 0.22% Add +1.0% 2,613 $202K
LVW Advisors, LLC 0.03% No change 2,600 $201K
Key Financial Inc 0.05% Reduce -7.7% 2,553 $197K
Advisors Asset Management, Inc. 0.00% Add +6.4% 2,548 $197K
Manchester Capital Management LLC 0.02% Reduce -84.2% 2,505 $194K
Smartleaf Asset Management LLC 0.03% Add +3.2% 2,411 $186K
Hall Laurie J Trustee 0.06% No change 2,260 $175K
Strategic Financial Concepts, LLC 0.10% New 278,612 $175K
Front Row Advisors LLC 0.06% No change 2,228 $172K
Heritage Wealth Advisors 0.01% Add +1.0% 2,224 $172K
Contravisory Investment Management, Inc. 0.04% No change 2,207 $171K
Ashton Thomas Securities, LLC 0.04% — 1,903 $147K
Breakwater Investment Management 0.07% Reduce -2.5% 1,895 $146K
Bokf, NA 0.00% Add +156.6% 1,819 $141K
Pacifica Partners Inc. 0.06% No change 1,779 $137K
Palouse Capital Management, Inc. 0.09% Reduce -5.4% 1,770 $137K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 1,719 $133K
Westchester Capital Management, Inc. 0.03% No change 1,715 $133K
NorthRock Partners, LLC 0.01% Reduce -24.7% 1,713 $132K
Blume Capital Management, Inc. 0.03% No change 1,712 $132K
Bristlecone Advisors, LLC 0.01% New 1,695 $131K
Caldwell Trust Co 0.01% No change 1,675 $129K
Bare Financial Services, Inc 0.07% New 1,627 $127K
S.A. Mason LLC 0.07% No change 1,600 $124K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Reduce -88.6% 1,514 $117K
Macroview Investment Management LLC 0.12% Add +46.3% 1,483 $115K
Capital Investment Advisory Services, LLC 0.01% Add +1.7% 1,480 $114K
Tower View Wealth Management LLC 0.07% New 1,475 $114K
FinTrust Capital Advisors, LLC 0.02% No change 1,375 $106K
VitalStone Financial, LLC 0.08% Add +0.2% 1,354 $105K
Caldwell Sutter Capital, Inc. 0.05% No change 1,348 $104K
Atticus Wealth Management, LLC 0.03% Add +0.5% 1,326 $102K
Westside Investment Management, Inc. 0.02% New 1,303 $101K
Redwood Wealth Management Group, LLC 0.07% New 1,238 $96K
Sage Mountain Advisors LLC 0.01% Reduce -5.2% 1,213 $94K
Financial Gravity Asset Management, Inc. 0.02% Add +124.6% 1,206 $93K
Bangor Savings Bank 0.01% Reduce -4.0% 973 $75K
Trifecta Capital Advisors, LLC 0.02% No change 962 $74K
Toronto Dominion Bank 0.00% No change 960 $74K
SIMA Wealth Partners, LLC 0.07% — 941 $73K
Concord Wealth Partners 0.01% Add +0.4% 914 $71K
Opal Wealth Advisors, LLC 0.02% Reduce -6.5% 913 $71K
Canton Hathaway, LLC 0.02% Reduce -10.0% 900 $70K
Bogart Wealth, LLC 0.00% Add +1.6% 879 $68K
Tyler-Stone Wealth Management 0.03% No change 873 $67K
1620 Investment Advisors, Inc. 0.05% New 866 $67K
Capital Advisors, Ltd. LLC 0.01% Reduce -3.2% 856 $66K
Glassman Wealth Services 0.01% New 834 $64K
Federation des caisses Desjardins du Quebec 0.00% Add +2.9% 831 $64K
Global Trust Asset Management, LLC 0.03% Reduce -11.2% 828 $64K
Sanctuary Wealth Management, L.L.C. 0.05% Add +11.9% 817 $63K
Y.D. More Investments Ltd 0.01% Add +94.0% 805 $62K
Moser Wealth Advisors, LLC 0.03% Reduce -33.3% 800 $62K
Johnson Financial Group, Inc. 0.00% Reduce -11.1% 800 $62K
Janiczek Wealth Management, LLC 0.01% No change 782 $60K
Delta Asset Management LLC 0.01% No change 748 $58K
Running Point Capital Advisors, LLC 0.02% No change 735 $57K
Indiana Trust & Investment Management Co 0.02% Reduce -4.2% 657 $51K
Sound Income Strategies, LLC 0.00% Add +65.4% 655 $51K
McIlrath & Eck, LLC 0.01% Reduce -83.9% 646 $50K
Baldwin Wealth Partners LLC 0.00% Reduce -8.6% 640 $49K
Horizon Bancorp Inc. 0.02% No change 598 $46K
M&R Capital Management Inc. 0.01% Add +1.0% 589 $45K
ORG Partners LLC 0.01% New 584 $45K
Carmichael Hill & Associates, Inc. 0.02% Reduce -4.1% 566 $44K
Cape Investment Advisory, Inc. 0.02% Add +0.2% 498 $39K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -10.9% 488 $37K
Financial Freedom, LLC 0.02% Add +0.2% 463 $36K
First Financial Corp. 0.02% No change 450 $35K
Islay Capital Management, LLC 0.02% No change 430 $33K
Wolff Wiese Magana LLC 0.03% No change 414 $32K
St Germain D J Co. Inc. 0.00% Reduce -89.2% 407 $31K
Elevation Wealth Partners, LLC 0.01% Add +0.7% 406 $31K
Harbor Investment Advisory, LLC 0.00% No change 402 $31K
First PREMIER Bank 0.01% No change 405 $31K
Rothschild Investment LLC 0.00% No change 400 $31K
Fortitude Family Office, LLC 0.02% Add +1.0% 400 $31K
Sachetta, LLC 0.01% Reduce -84.3% 368 $29K
Concourse Financial Group Securities, Inc. 0.00% Add +31.8% 348 $27K
Gold Investment Management Ltd. 0.01% Add +0.6% 318 $25K
Rise Advisors, LLC 0.01% Add +1.0% 316 $24K
Crewe Advisors LLC 0.00% Reduce -8.4% 314 $24K
LGT Financial Advisors LLC 0.05% No change 311 $24K
Capital Analysts, LLC 0.00% Reduce -28.4% 312 $24K
Sunbelt Securities, Inc. 0.00% No change 307 $24K
Iron Horse Wealth Management, LLC 0.01% Reduce -29.4% 300 $23K
Asset Dedication, LLC 0.00% Reduce -10.2% 300 $23K
Financial Management Professionals, Inc. 0.00% Reduce -82.8% 300 $23K
Mark Sheptoff Financial Planning, LLC 0.01% Add +51.3% 295 $23K
Beacon Capital Management, LLC 0.00% Add +163.6% 261 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 245 $19K
Innealta Capital, LLC 0.01% New 236 $18K
LRI Investments, LLC 0.00% No change 227 $18K
Tidemark, LLC 0.01% No change 226 $17K
TruNorth Capital Management, LLC 0.01% Add +0.9% 226 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 221 $17K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.6% 210 $16K
Carolinas Wealth Consulting LLC 0.00% Reduce -67.3% 207 $16K
Bellevue Asset Management, LLC 0.01% No change 200 $15K
Triad Wealth Partners, LLC 0.01% New 196 $15K
Orion Capital Management LLC 0.01% Reduce -61.1% 164 $13K
Private Capital Management LLC 0.00% Reduce -67.6% 156 $12K
Castleview Partners, LLC 0.01% Reduce -55.9% 153 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Aspire Private Capital, LLC 0.00% Reduce -15.5% 142 $11K
Versant Capital Management, Inc 0.00% No change 132 $10K
Great Lakes Retirement, Inc. 0.00% New 115 $9K
Missouri Trust & Investment Co 0.00% No change 112 $9K
Motco 0.00% Reduce -82.3% 110 $9K
Archer Investment Corp 0.00% Reduce -8.7% 105 $8K
Salomon & Ludwin, LLC 0.00% No change 93 $7K
First Personal Financial Services 0.00% No change 90 $7K
Colonial Trust Advisors 0.00% Reduce -13.6% 89 $7K
Hobbs Group Advisors, LLC 0.00% — 78 $6K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 77 $6K
New England Asset Management Inc. 0.00% New 75 $6K
Morris Financial Concepts, Inc. 0.00% Add +4.6% 68 $5K
AlphaMark Advisors, LLC 0.00% No change 60 $5K
Venturi Wealth Management, LLC 0.00% No change 63 $5K
MTM Investment Management, LLC 0.00% Reduce -79.5% 52 $4K
Abich Financial Wealth Management LLC 0.00% Reduce -91.1% 49 $4K
Northwest Capital Management Inc 0.00% No change 48 $4K
JFS Wealth Advisors, LLC 0.00% No change 47 $4K
Davis Capital Management 0.00% No change 46 $4K
Wetzel Investment Advisors, Inc. 0.00% No change 44 $3K
Coppell Advisory Solutions LLC 0.00% — 41 $3K
REAP Financial Group, LLC 0.00% Reduce -11.1% 40 $3K
Operose Advisors LLC 0.00% No change 35 $3K
Register Financial Advisors LLC 0.00% Reduce -77.8% 34 $3K
Colonial Trust Co / SC 0.00% Reduce -98.7% 30 $2K
Cubist Systematic Strategies, LLC 0.00% New 30 $2K
West Oak Capital, LLC 0.00% No change 25 $2K
Camelot Portfolios, LLC 0.00% New 23 $2K
Byrne Asset Management LLC 0.00% No change 20 $2K
Signature Resources Capital Management, LLC 0.00% No change 18 $1K
PSI Advisors, LLC 0.00% No change 14 $1K
Institutional & Family Asset Management, LLC 0.00% No change 14 $1K
SJS Investment Consulting Inc. 0.00% No change 12 $928
New Millennium Group LLC 0.00% New 8 $634
Creekmur Asset Management LLC 0.00% No change 7 $541
Clear Investment Research, LLC 0.00% No change 6 $464
Wiser Advisor Group LLC 0.00% New 6 $388
Values First Advisors, Inc. 0.00% No change 2 $162
IAG Wealth Partners, LLC 0.00% New 2 $155
Hoey Investments, Inc. 0.00% Reduce -50.0% 1 $105
O'shaughnessy Asset Management, LLC 0.00% No change 1 $77

"% of holder's portfolio" is VCSH's weight in each manager's 13F, not the share of Vanguard S/T Corp. Bond ETF the manager owns.