Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q3 2024 (September 30)
1,250holders +4
76new positions
71sold out
6famous investors
$79.31avg. 13F price*

At the end of Q3 2024, 1,250 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 4 from Q2 2024. 76 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($4.1B), Prudential PLC ($1.7B) and Morgan Stanley ($1.3B). 6 famous investors held it, including David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions76$202.5M
Exits71$174.9M

All 13F filers, Q2 2024 → Q3 2024: 16,204,781 shares bought and 19,551,327 shares sold, net −3,346,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,250 holders

Bank of America Corp. 0.36% Add +0.8% 51,736,981 $4.1B
Prudential PLC 8.46% Reduce -4.0% 21,059,755 $1.7B
Morgan Stanley 0.10% Reduce -1.1% 16,822,289 $1.3B
Japan Science & Technology Agency 15.35% Reduce -8.9% 14,619,866 $1.2B
Envestnet Asset Management Inc. 0.19% Reduce -13.9% 7,267,494 $577.2M
Wells Fargo & Company 0.12% Reduce -4.5% 6,121,471 $486.2M
Royal Bank of Canada 0.10% Reduce -8.7% 5,539,512 $439.9M
Vanguard Group Inc. 0.01% Add +3.0% 5,114,198 $406.2M
Barings LLC 9.62% No change 5,108,527 $405.7M
UBS Group AG 0.11% Reduce -1.0% 4,974,708 $395.1M
JPMorgan Chase & Co. 0.03% Add +1.7% 4,631,155 $367.8M
Nepc LLC 10.26% Reduce -1.7% 4,283,339 $340.2M
D. E. Shaw & Co. 0.44% Add +1284.3% 3,910,800 $310.6M
Goldman Sachs Group Inc. 0.05% Reduce -19.4% 3,528,211 $280.2M
Public Sector Pension Investment Board 1.39% No change 3,250,000 $258.1M
Financial Engines Advisors L.L.C. 0.50% Add +2.1% 3,045,615 $241.9M
Carlson Capital Management 9.57% Add +3.3% 2,838,109 $225.4M
LPL Financial LLC 0.10% Add +4.3% 2,689,527 $213.6M
Manufacturers Life Insurance Company, The 0.16% Add +5.4% 2,308,044 $183.3M
Corient Private Wealth LP 0.28% Reduce -0.5% 2,252,984 $178.9M
Varma Mutual Pension Insurance Co 1.35% No change 2,180,000 $171.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.67% Add +2.9% 2,087,209 $165.8M
Citadel Advisors 0.16% New 1,889,414 $150.1M
Mercer Global Advisors Inc. 0.34% Reduce -35.8% 1,838,242 $145.7M
Ameriprise Financial Inc. 0.04% Add +1.7% 1,823,522 $144.7M
Mather Group, Llc. 1.84% Add +20.3% 1,799,159 $142.9M
Bank of New York Mellon Corp 0.03% Add +6.1% 1,718,382 $136.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.16% Reduce -7.7% 1,457,884 $116.1M
American Family Investments, Inc. 8.19% No change 1,462,000 $116.1M
Cerity Partners LLC 0.22% Add +11.4% 1,276,262 $101.4M
Raymond James Financial Services Advisors, Inc. 0.13% Reduce -5.4% 1,253,814 $99.6M
Janney Montgomery Scott LLC 0.27% Reduce -7.5% 1,225,287 $97.3M
iA Global Asset Management Inc. 1.71% Add +0.4% 1,222,552 $97.1M
Bank of Montreal 0.05% Add +0.2% 1,211,256 $96.3M
First Financial Bankshares Inc 2.00% Add +7.2% 1,198,508 $95.2M
Hilton Capital Management, LLC 7.33% Add +8.5% 1,188,380 $94.4M
Keybank National Association 0.36% Reduce -5.5% 1,175,831 $93.4M
Raymond James & Associates 0.06% Reduce -18.1% 1,162,148 $92.3M
Valeo Financial Advisors, LLC 2.45% Reduce -0.7% 1,423,198 $85.6M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.3% 1,076,665 $85.5M
RW Investment Management LLC 10.26% Add +4.6% 1,038,746 $82.5M
Steele Capital Management, Inc. 4.23% Add +2.0% 1,018,115 $80.9M
Strategic Financial Services, Inc. 4.52% Reduce -28.6% 959,372 $76.2M
Smithfield Trust Co 3.63% Add +2.0% 932,465 $74.1M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -15.9% 920,176 $73.1M
Truist Financial Corp. 0.11% Reduce -6.8% 914,772 $72.7M
Osaic Holdings, Inc. 0.15% Add +4.3% 860,632 $68.4M
Modera Wealth Management, LLC 0.86% Add +0.5% 847,465 $67.3M
Renaissance Technologies 0.10% Add +190.0% 819,216 $65.1M
RiverFront Investment Group, LLC 1.53% Reduce -50.4% 818,990 $65.0M
Commonwealth Equity Services, LLC 0.10% Add +0.7% 815,180 $64.7M
Stifel Financial Corp. 0.06% Add +12.7% 764,012 $60.7M
Beacon Investment Advisory Services, Inc. 2.52% Add +1.0% 763,497 $60.6M
Retirement Systems of Alabama 0.22% No change 752,165 $59.7M
Point72 Asset Management 0.21% No change 750,000 $59.6M
Rappaport Reiches Capital Management, LLC 15.75% Add +7.2% 746,234 $59.3M
Focus Partners Wealth 0.18% Add +11.7% 721,806 $57.3M
Bank of Nova Scotia 0.12% Add +70.5% 717,709 $57.0M
Bartlett & Co. Wealth Management LLC 0.81% Reduce -7.5% 711,788 $56.5M
WestEnd Advisors, LLC 1.39% Reduce -2.4% 711,332 $56.5M
BlueSky Wealth Advisors, LLC 8.70% Add +6.2% 705,616 $56.0M
Cetera Investment Advisers 0.12% Add +5.3% 699,076 $55.5M
Oakworth Capital, Inc. 3.80% Add +8.2% 690,541 $54.8M
Busey Bank 1.77% Add +4.2% 681,964 $54.2M
PrairieView Partners, LLC 5.61% Reduce -12.6% 679,642 $54.0M
Rockbridge Investment Management, LCC 6.89% Add +6.6% 669,382 $53.2M
Stephens Inc. 0.75% Reduce -2.4% 668,556 $53.1M
DAVENPORT & Co LLC 0.31% Add +1.5% 667,517 $53.0M
Stonebridge Capital Advisors LLC 4.28% Add +8.6% 661,229 $52.5M
Kohmann Bosshard Financial Services, LLC 6.47% Add +4.4% 656,631 $52.1M
Mesirow Financial Investment Management, Inc. 1.00% Add +107.8% 652,848 $51.9M
TD Private Client Wealth LLC 1.46% Reduce -7.2% 640,696 $50.9M
Lutz Financial Services LLC 4.12% Add +4.5% 639,765 $50.8M
Creative Planning 0.05% Add +19.1% 634,123 $50.4M
Mariner, LLC 0.09% Add +5.2% 634,015 $50.4M
First National Bank & Trust Co. of Newtown 9.60% Reduce -0.1% 631,014 $50.1M
Arkos Global Advisors 7.21% Reduce -6.9% 626,747 $49.8M
Total Wealth Planning, LLC 7.62% Reduce -8.9% 614,553 $48.8M
BCK Partners, Inc. 23.09% Add +4.6% 609,296 $48.4M
BNP Paribas Financial Markets 0.05% Reduce -46.1% 606,431 $48.2M
Principal Financial Group Inc. 0.03% Add +42.5% 586,243 $46.6M
Liquid Strategies, LLC 10.82% Add +3.4% 569,274 $45.2M
NewEdge Wealth, LLC 0.81% Add +35.8% 562,709 $44.7M
Capital Investment Services of America, Inc. 4.23% Add +8.1% 558,806 $44.4M
Victory Capital Management Inc. 0.04% Reduce -26.4% 552,784 $43.9M
Benjamin Edwards Inc. 0.63% Add +571.1% 545,713 $43.3M
Fisher Asset Management 0.02% Reduce -70.7% 538,740 $42.8M
Resonant Capital Advisors, LLC 3.06% Add +12.0% 524,196 $41.6M
Zurich Insurance Group Ltd 0.35% No change 512,721 $40.7M
National Bank of Canada 0.05% Add +403.8% 500,828 $39.8M
HighTower Advisors, LLC 0.06% Reduce -6.5% 483,033 $38.4M
Proffitt & Goodson Inc. 6.23% Add +4.3% 478,475 $38.0M
Axiom Advisory, LLC 0.35% Reduce -41.8% 478,467 $37.5M
Eaton-Cambridge Inc. 17.50% Add +3.7% 464,489 $36.9M
RMR Wealth Builders 3.85% Add +12.4% 456,941 $36.3M
MML Investors Services, LLC 0.13% Reduce -4.9% 453,449 $36.0M
Adaptive Financial Consulting, LLC 14.64% Add +2.7% 452,756 $36.0M
Brandywine Oak Private Wealth LLC 3.46% Reduce -4.9% 449,691 $35.7M
Kestra Private Wealth Services, LLC 0.65% Add +10.8% 449,228 $35.7M
Patriot Investment Management Group, Inc. 2.60% Reduce -0.6% 446,471 $35.5M
Essex LLC 7.17% Add +2.8% 440,477 $35.0M
Franklin Resources Inc. 0.01% Add +1.9% 437,593 $34.5M
Balyasny Asset Management L.P. 0.09% Add +325.0% 429,530 $34.1M
AAFMAA Wealth Management & Trust LLC 14.97% Add +1.9% 427,548 $34.0M
Northwest Bancshares, Inc. 5.73% Add +0.2% 423,282 $33.6M
Aptus Capital Advisors, LLC 0.50% Add +3013.2% 416,637 $33.1M
Wealthspire Advisors, LLC 0.33% Add +5416.0% 409,896 $32.6M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -5.0% 404,524 $32.1M
Sunburst Financial Group, LLC 8.14% Reduce -3.0% 404,100 $32.1M
American Financial Advisors, LLC 4.38% Reduce -1.9% 403,588 $32.1M
Allworth Financial LP 0.19% Reduce -2.6% 402,385 $32.0M
Employees' Retirement Fund of the City of Fort Worth 14.58% No change 402,264 $31.9M
Baird Financial Group, Inc. 0.06% Add +31.7% 399,260 $31.7M
Efficient Advisors, LLC 1.96% Add +1.1% 393,416 $31.2M
Creative Financial Designs Inc. 2.63% Add +7.9% 392,500 $31.2M
1834 Investment Advisors Co. 3.62% Add +4.8% 391,782 $31.1M
Exencial Wealth Advisors, LLC 1.07% Add +40.2% 375,237 $29.8M
Neuberger Berman Group LLC 0.02% Add +1.6% 373,270 $29.6M
Mirae Asset Global Investments Co., Ltd. 0.13% Add +16.5% 370,537 $29.5M
Howard Capital Management Group, LLC 2.06% Reduce -1.9% 368,583 $29.3M
North Star Investment Management Corp. 2.02% Add +29.8% 368,577 $29.3M
Raymond James Trust N.A. 0.62% Add +2.4% 358,682 $28.5M
Bath Savings Trust Co 2.80% Reduce -0.8% 354,441 $28.1M
Quaker Wealth Management, LLC 10.26% — 352,582 $28.0M
American Money Management, LLC 5.48% Add +3.7% 345,187 $27.4M
Private Management Group Inc. 0.96% Add +52.9% 343,926 $27.3M
NewEdge Advisors, LLC 0.17% Add +12.7% 335,783 $26.7M
Towneley Capital Management, Inc / DE 6.01% Add +1.6% 334,186 $26.5M
Goodman Financial Corp 5.83% Reduce -2.6% 328,805 $26.1M
Cambridge Investment Research Advisors, Inc. 0.09% Add +12.5% 326,894 $26.0M
State Farm Mutual Automobile Insurance Co. 0.02% No change 325,500 $25.9M
State of Wisconsin Investment Board 0.06% No change 324,000 $25.7M
Cwm, LLC 0.11% Reduce -26.3% 323,392 $25.7M
Wescott Financial Advisory Group, LLC 2.74% Add +4.5% 320,778 $25.5M
White Lighthouse Investment Management Inc. 4.51% Add +2.0% 316,904 $25.2M
Waverly Advisors, LLC 0.46% Reduce -10.2% 315,923 $25.1M
Jane Street Group, LLC 0.04% Reduce -59.6% 314,884 $25.0M
Comerica Bank 0.10% Add +0.4% 311,724 $24.8M
Bray Capital Advisors 6.03% Add +0.6% 309,774 $24.6M
Albion Financial Group 1.68% Reduce -45.9% 305,335 $24.2M
Old National Bancorp 0.56% Reduce -3.4% 304,741 $24.2M
Fort Pitt Capital Group, LLC 0.68% Reduce -0.6% 303,305 $24.1M
Allen Investment Management, LLC 0.28% Add +11.5% 300,993 $23.9M
Maryland Capital Advisors Inc. 11.25% Reduce -1.8% 291,643 $23.2M
CIBC Private Wealth Group LLC 0.04% Add +3384.4% 289,452 $23.0M
Condor Capital Management 2.03% Add +2.9% 284,705 $22.6M
F/m Investments LLC 0.69% No change 277,427 $22.0M
Pinnacle Financial Partners Inc 0.44% Reduce -6.0% 276,585 $22.0M
Wolff Financial Management LLC 5.87% Add +4.2% 272,073 $21.6M
Cypress Financial Planning LLC 7.97% Add +5.0% 271,414 $21.6M
ShankerValleau Wealth Advisors, Inc. 7.24% Reduce -1.8% 267,798 $21.3M
Montis Financial, LLC 7.54% Reduce -7.0% 267,266 $21.2M
AllSquare Wealth Management LLC 11.95% Reduce -1.8% 264,875 $21.0M
Beacon Financial Strategies CORP 14.32% Add +4.2% 264,669 $21.0M
Graves Light Lenhart Wealth, Inc. 2.56% Add +1.1% 261,896 $20.8M
Captrust Financial Advisors 0.06% Reduce -71.4% 261,666 $20.8M
Leonard Rickey Investment Advisors P.L.L.C. 4.70% Add +2.1% 260,921 $20.7M
Executive Wealth Management, LLC 1.62% Add +2.0% 260,111 $20.7M
EverSource Wealth Advisors, LLC 1.30% Add +2.1% 258,883 $20.6M
Market Street Wealth Management Advisors LLC 3.37% Add +1.8% 257,893 $20.5M
Matrix Trust Co 3.82% Add +2.3% 257,274 $20.4M
Rockwood Wealth Management, LLC 2.24% Add +9.8% 256,481 $20.4M
Bear Mountain Capital, Inc. 7.90% Add +0.2% 253,838 $20.0M
Johnson Bixby & Associates, LLC 2.99% Reduce -0.8% 246,973 $19.6M
Asset Management Group, Inc. 2.75% Reduce -1.1% 245,364 $19.5M
Nisa Investment Advisors, LLC 0.12% Reduce -25.4% 244,621 $19.4M
Dynamic Advisor Solutions LLC 0.58% Reduce -1.7% 243,594 $19.3M
Bouchey Financial Group, Ltd. 1.69% Add +11.3% 238,493 $18.9M
FIDELIS iM, LLC 8.56% Add +3.7% 237,712 $18.9M
Atwood & Palmer Inc. 1.28% Reduce -0.2% 237,703 $18.9M
Kwmg, LLC 1.87% Add +3.6% 234,421 $18.6M
Montag A & Associates Inc. 0.88% Reduce -0.4% 232,593 $18.5M
Unison Advisors LLC 2.22% Add +0.4% 232,267 $18.4M
Rockefeller Capital Management L.P. 0.05% Add +1.3% 227,884 $18.1M
Prudential Financial Inc. 0.02% Reduce -18.1% 221,263 $17.6M
Farmers & Merchants Investments Inc. 0.54% Reduce -3.1% 219,560 $17.4M
Trustmark Bank Trust Department 1.28% Reduce -0.7% 213,509 $17.0M
Marion Wealth Management 4.51% Add +3.1% 212,767 $16.9M
Macquarie Group Ltd. 0.02% Reduce -1.7% 210,551 $16.7M
Curbstone Financial Management Corp 3.58% Reduce -8.5% 210,486 $16.7M
First National Trust Co 0.64% Add +3.3% 208,260 $16.5M
Whelan Financial 6.71% Add +1.1% 205,043 $16.3M
Gould Asset Management LLC 3.44% Add +16.5% 202,378 $16.1M
Orion Porfolio Solutions, LLC 0.16% Reduce -4.0% 201,430 $16.0M
Orion Portfolio Solutions, LLC 0.16% Reduce -4.0% 201,430 $16.0M
MassMutual Private Wealth & Trust, FSB 0.46% Add +8.3% 201,205 $16.0M
Pittenger & Anderson Inc. 0.58% Add +10.5% 194,348 $15.4M
Van Strum & Towne Inc. 5.25% Reduce -1.0% 190,918 $15.2M
Coyle Financial Counsel LLC 5.29% Add +3.0% 196,141 $15.2M
&partners 0.29% Add +249.9% 189,690 $15.1M
Howe & Rusling Inc. 1.29% Add +1.6% 188,989 $15.0M
Private Advisor Group, LLC 0.09% Add +18.3% 187,775 $14.9M
RFG Advisory, LLC 0.45% Reduce -5.0% 186,626 $14.8M
Fifth Third Securities, Inc. 1.40% Reduce -3.3% 186,513 $14.8M
United Services Automobile Association 0.38% Reduce -1.5% 185,805 $14.8M
Ami Investment Management Inc. 4.98% Reduce -0.2% 185,190 $14.7M
McMorgan & Co. LLC 2.25% Add +20.6% 183,550 $14.6M
Paulson Wealth Management Inc. 3.89% Add +5.0% 183,138 $14.5M
Grey Fox Wealth Advisors, LLC 4.02% Reduce -9.2% 181,730 $14.4M
WESCAP Management Group, Inc. 3.59% Add +22.9% 180,721 $14.4M
Mma Asset Management LLC 3.82% Add +119.3% 185,005 $14.3M
TL Private Wealth 6.32% Add +2.0% 179,456 $14.1M
Firestone Capital Management 3.52% Add +14.0% 176,805 $14.0M
Marshall Wace, LLP 0.02% Add +15.5% 176,300 $14.0M
Mason & Associates Inc 3.42% Add +801.0% 172,449 $13.7M
MIdWestOne Financial Group, Inc. 1.88% Add +253.5% 171,871 $13.6M
Osborne Partners Capital Management, LLC 0.77% Add +12.0% 171,591 $13.6M
Alliancebernstein L.P. 0.00% Add +1.5% 170,368 $13.5M
Cordant, Inc. 6.88% Add +6.3% 169,447 $13.5M
Sage Financial Management Group, Inc. 5.22% Add +4.5% 169,400 $13.5M
Rakuten Investment Management, Inc. 0.08% Add +7.6% 169,059 $13.4M
Capital Group Private Client Services, Inc. 0.13% No change 168,148 $13.4M
Wealthspire Retirement, LLC 1.08% Reduce -0.6% 168,028 $13.3M
Rodgers & Associates, LTD 1.56% Add +11.9% 165,010 $13.1M
Financial Strategies Group, Inc. 3.03% Add +1.8% 164,319 $12.9M
Hassell Wealth Management, LLC 5.41% Add +6.1% 164,563 $12.9M
Hiley Hunt Wealth Management 7.31% Add +2.9% 160,667 $12.8M
Tandem Wealth Advisors LLC 6.43% Add +0.7% 159,719 $12.7M
United Capital Financial Advisors, LLC 0.10% Add +0.9% 159,160 $12.6M
Parallel Advisors, LLC 0.30% Reduce -1.1% 158,621 $12.6M
Twele Capital Management, Inc. 2.64% Add +2.0% 158,287 $12.6M
Larson Financial Group LLC 0.71% Reduce -8.6% 158,178 $12.6M
PNC Financial Services Group, Inc. 0.01% Reduce -2.2% 157,931 $12.5M
Asio Capital, LLC 2.38% Add +12.8% 157,845 $12.5M
Sowell Financial Services LLC 0.58% Reduce -32.0% 157,527 $12.5M
Stordahl Capital Management, Inc. 2.97% Reduce -0.6% 157,745 $12.5M
Lowe Wealth Advisors, LLC 5.31% Add +3.9% 155,322 $12.3M
Fairview Capital Investment Management, LLC 0.67% Add +1.2% 155,042 $12.3M
OneDigital Investment Advisors LLC 0.14% Add +13.7% 155,038 $12.3M
Urban Financial Advisory Corp 6.79% Add +8.1% 154,886 $12.3M
WBH Advisory Inc. 1.15% Add +4.5% 153,551 $12.2M
Annapolis Financial Services, LLC 3.52% Add +0.4% 149,865 $11.9M
CW Advisors, LLC 0.16% Add +455.3% 149,726 $11.9M
Level Financial Advisors 4.52% Add +2.5% 149,174 $11.8M
Whitegate Investment Counselors, Inc. 3.11% Add +0.2% 147,479 $11.7M
Gradient Capital Advisors, LLC 3.80% Add +1.9% 144,659 $11.5M
UG Investment Advisers Ltd. 4.31% Reduce -47.0% 144,516 $11.5M
Members Trust Co 0.37% Reduce -70.5% 144,198 $11.5M
Kestra Advisory Services, LLC 0.06% Add +1.9% 143,423 $11.4M
Goldstone Financial Group, LLC 1.98% Reduce -11.9% 143,015 $11.4M
Cherry Tree Wealth Management, LLC 2.59% Add +1.6% 137,352 $10.9M
Principal Securities, Inc. 0.26% Add +0.1% 135,939 $10.8M
Horizon Investment Services, LLC 4.60% Add +19.8% 135,471 $10.8M
Staley Capital Advisers Inc. 0.48% Add +5.8% 134,910 $10.7M
Patten & Patten Inc. 0.69% Reduce -3.4% 131,483 $10.4M
Connecticut Wealth Management, LLC 0.50% Reduce -10.3% 130,353 $10.4M
WASHINGTON TRUST Co 0.36% Reduce -29.8% 129,199 $10.3M
Studio Investment Management LLC 2.15% Reduce -0.7% 129,041 $10.2M
TAGStone Capital, Inc. 5.14% Add +37.3% 126,790 $10.1M
Vise Technologies, Inc. 1.28% Reduce -4.4% 126,764 $10.1M
US Financial Advisors, LLC 3.13% Add +2.6% 126,422 $10.0M
Grove Bank & Trust 1.48% Add +2.1% 126,117 $10.0M
Sanctuary Advisors, LLC 0.06% Reduce -32.9% 127,557 $10.0M
Sigma Planning Corp 0.30% Add +12.7% 124,693 $9.9M
Avantax Advisory Services, Inc. 0.06% Reduce -5.3% 124,579 $9.9M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -12.7% 124,486 $9.9M
Atlantic Edge Private Wealth Management, LLC 2.99% Reduce -6.3% 123,749 $9.8M
International City Management Association Retirement Corp 6.45% Add +52.9% 123,500 $9.8M
Parkside Advisors LLC 2.32% Add +5.5% 123,279 $9.8M
Providence First Trust Co 4.11% Add +1.1% 121,902 $9.7M
Capstone Capital LLC 8.00% Add +1.3% 121,366 $9.6M
SouthState Bank Corp 0.66% Reduce -0.5% 120,462 $9.6M
Checchi Capital Advisers, LLC 0.71% Add +0.6% 120,126 $9.5M
Chesapeake Wealth Management 3.22% Reduce -6.9% 118,971 $9.4M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -2.1% 118,172 $9.4M
Vantagepoint Investment Advisers LLC 1.19% Reduce -46.8% 116,800 $9.3M
Beese Fulmer Investment Management, Inc. 0.79% Add +8.6% 115,787 $9.2M
Montecito Bank & Trust 1.56% Reduce -3.9% 115,575 $9.2M
NBT Bank, N.A. 0.62% Reduce -0.5% 115,220 $9.2M
Stone Summit Wealth LLC 2.92% Add +11.9% 113,850 $9.0M
Valmark Advisers, Inc. 0.14% Add +0.3% 113,335 $9.0M
Vista Investment Management 3.36% Add +0.5% 112,280 $8.9M
Pointe Capital Management LLC 5.15% Reduce -3.4% 111,230 $8.8M
Magnus Financial Group LLC 0.88% Reduce -6.3% 108,316 $8.6M
Quattro Financial Advisors LLC 2.41% Reduce -0.6% 108,529 $8.5M
Pioneer Wealth Management Group 4.07% Reduce -27.5% 107,465 $8.5M
DecisionPoint Financial, LLC 2.67% Add +12.3% 106,131 $8.4M
Aspen Wealth Management LLC 2.56% Add +5.5% 106,094 $8.4M
Atria Wealth Solutions, Inc. 0.09% Reduce -4.5% 105,652 $8.4M
Zacks Investment Management 0.07% Add +19.0% 105,472 $8.4M
Sigma Investment Counselors Inc. 0.49% Reduce -0.9% 104,901 $8.3M
Mountain Pacific Investment Advisers LLC 0.56% Reduce -4.5% 103,194 $8.2M
Synovus Financial Corp. 0.09% Add +84.2% 102,452 $8.1M
BCS Wealth Management 3.44% Reduce -4.3% 101,735 $8.1M
Phillips Financial Management, LLC 0.63% Reduce -4.6% 101,679 $8.1M
Powers Advisory Group, LLC 4.02% Add +5.2% 101,498 $8.1M
Rossmore Private Capital 0.99% Add +1.6% 101,275 $8.0M
Cliffwater LLC 1.85% No change 100,955 $8.0M
Leavell Investment Management, Inc. 0.40% Add +7.9% 100,891 $8.0M
First Horizon Advisors, Inc. 0.22% Reduce -5.9% 99,077 $7.9M
Obermeyer Wealth Partners 0.42% Reduce -2.7% 99,076 $7.9M
Altfest L J & Co. Inc. 1.04% New 98,074 $7.8M
Fort Vancouver Investment Management, LLC 6.63% Add +3.8% 96,764 $7.7M
Roundview Capital LLC 0.56% Reduce -1.1% 96,485 $7.7M
Anchor Capital Advisors LLC 0.20% Reduce -17.5% 95,820 $7.6M
Integrated Advisors Network LLC 0.36% Add +10.5% 95,595 $7.6M
Shufro Rose & Co. LLC 0.61% No change 96,981 $7.5M
Disciplined Investments, LLC 3.68% Add +2.1% 93,908 $7.5M
Seaside Wealth Management, Inc. 2.80% Add +9.9% 93,196 $7.4M
World Investment Advisors 0.23% Add +136.6% 92,706 $7.4M
IMZ Advisory Inc 3.40% Add +11.5% 93,387 $7.4M
Everett Harris & Co. 0.09% No change 92,365 $7.3M
Milestone Investment Advisors LLC 2.04% Reduce -2.7% 91,814 $7.3M
Forbes Financial Planning, Inc. 5.24% Reduce -0.8% 91,612 $7.3M
Country Club Bank 0.48% Reduce -8.5% 90,482 $7.2M
Peddock Capital Advisors, LLC 1.73% Add +6.4% 90,479 $7.2M
Investments & Financial Planning, LLC 4.54% Add +14.5% 90,324 $7.2M
Boston Family Office LLC 0.48% Reduce -1.9% 90,197 $7.2M
Luminvest Wealth Management LLC 2.97% Add +41.9% 90,213 $7.2M
Mustard Seed Financial, LLC 5.91% Add +6.1% 89,695 $7.1M
Oppenheimer & Co. Inc. 0.11% Reduce -8.9% 89,553 $7.1M
Sumitomo Mitsui Financial Group, Inc. 0.16% Add +8.7% 89,491 $7.1M
Evergreen Capital Management LLC 0.24% Reduce -0.9% 89,076 $7.1M
Flow Traders U.S. LLC 0.36% Add +289.0% 88,381 $7.0M
Black Diamond Financial, LLC 1.19% Add +0.9% 88,007 $7.0M
Galvin, Gaustad & Stein, LLC 0.63% Add +0.1% 87,781 $7.0M
D.A. Davidson & Co. 0.06% Add +3.8% 87,382 $6.9M
Garden State Investment Advisory Services LLC 2.22% Add +0.2% 87,030 $6.9M
Whittier Trust Co. 0.09% Reduce -6.3% 84,885 $6.7M
Robinson Value Management, Ltd. 4.35% Add +145.6% 84,422 $6.7M
Harbour Trust & Investment Management Co 0.76% Add +8.7% 83,692 $6.6M
Hurlow Wealth Management Group, Inc. 2.06% Add +3.7% 82,991 $6.6M
Curtis Advisory Group, LLC 1.86% Add +2.3% 82,542 $6.6M
Penserra Capital Management LLC 0.14% Reduce -5.6% 82,226 $6.5M
Flputnam Investment Management Co. 0.12% Reduce -2.6% 82,186 $6.5M
Farther Finance Advisors, LLC 0.24% Add +49.8% 82,158 $6.5M
Millennium Management 0.01% Reduce -59.3% 81,998 $6.5M
Robertson Stephens Wealth Management, LLC 0.24% Add +25.4% 81,680 $6.5M
Assetmark, Inc. 0.02% Add +3.0% 81,418 $6.5M
Catalyst Capital Advisors LLC 0.15% No change 81,223 $6.5M
Bryn Mawr Trust Advisors, LLC 0.35% Reduce -0.2% 81,162 $6.4M
Koshinski Asset Management, Inc. 0.55% Add +8.7% 80,405 $6.4M
Planning Directions Inc. 3.79% Reduce -3.4% 80,120 $6.4M
Oakwell Private Wealth Management, LLC 1.82% Reduce -16.9% 79,534 $6.3M
Resona Asset Management Co.,Ltd. 0.04% Add +138.7% 79,397 $6.3M
Agf Management Ltd. 0.03% Add +1.3% 78,584 $6.2M
Sharper & Granite LLC 2.77% Add +6.2% 78,265 $6.2M
Certified Advisory Corp 0.69% Add +4.9% 78,098 $6.2M
Fiducient Advisors LLC 0.72% Add +0.0% 78,062 $6.2M
Arrow Financial Corp 0.57% Reduce -6.0% 77,867 $6.2M
Middleton & Co. Inc. 0.68% Reduce -11.4% 77,653 $6.2M
Thrivent Financial for Lutherans 0.01% Reduce -29.3% 77,597 $6.2M
Ameritas Investment Partners, Inc. 0.20% Add +7.8% 77,370 $6.1M
Choreo, LLC 0.09% Reduce -3.9% 77,191 $6.1M
W.H. Cornerstone Investments Inc. 4.10% Add +9.8% 76,400 $6.1M
Atria Investments, Inc 0.07% Reduce -50.9% 74,876 $5.9M
Telos Capital Management, Inc. 0.62% Add +2.1% 74,430 $5.9M
Family Manage LLC 0.98% Reduce -11.7% 74,264 $5.9M
Meitav Investment House Ltd. 0.10% Add +1.3% 74,145 $5.9M
Axxcess Wealth Management, LLC 0.15% Add +7.5% 73,128 $5.8M
Courier Capital LLC 0.40% Add +20.1% 73,084 $5.8M
Madison Asset Management, LLC 0.07% Reduce -8.4% 72,867 $5.8M
Freedom Investment Management, Inc. 0.45% Add +9.3% 71,857 $5.7M
Rezny Wealth Management, Inc. 1.44% Reduce -2.5% 71,815 $5.7M
AA Financial Advisors, LLC 1.63% Add +10.3% 70,995 $5.6M
Stephen J. Garry & Associates, LLC 5.34% Reduce -3.5% 70,771 $5.6M
Meridian Wealth Management, LLC 0.28% Add +3.4% 70,567 $5.6M
LaFleur & Godfrey LLC 0.77% Reduce -1.9% 70,083 $5.6M
Trellis Wealth Advisors LLC 2.78% Add +7.7% 70,007 $5.6M
Phoenix Financial Ltd. 0.08% Reduce -10.7% 69,986 $5.6M
Glenview Trust Co 0.11% Add +6.2% 69,860 $5.5M
Focus Partners Advisor Solutions, LLC 0.12% Add +103.7% 69,311 $5.5M
Faithward Advisors, LLC 0.95% Reduce -3.2% 68,985 $5.5M
Addison Capital Co 2.19% Add +3.5% 68,252 $5.4M
Equita Financial Network, Inc. 1.95% Add +7.7% 67,217 $5.3M
Transamerica Financial Advisors, LLC 0.52% Add +6.8% 66,771 $5.3M
Arcataur Capital Management LLC 1.79% Reduce -0.7% 66,690 $5.3M
Fca Corp. 1.62% Add +2.9% 66,641 $5.3M
Susquehanna International Group, LLP 0.01% Reduce -36.8% 66,023 $5.2M
American Trust 0.43% Reduce -28.3% 65,737 $5.2M
Nwam LLC 0.32% New 65,498 $5.2M
Headinvest, LLC 0.96% Reduce -11.5% 65,443 $5.2M
Clifford Swan Investment Counsel LLC 0.18% Reduce -0.4% 65,336 $5.2M
First American Trust, FSB 0.51% Add +52.9% 65,067 $5.2M
Virtue Capital Management, LLC 1.03% Add +3.8% 65,055 $5.2M
Rwa Wealth Partners, LLC 0.06% Reduce -24.9% 64,511 $5.1M
Novare Capital Management LLC 0.43% Reduce -3.9% 64,201 $5.1M
Bar Harbor Wealth Management 0.32% Add +0.8% 63,750 $5.1M
Blue Trust, Inc. 0.07% Reduce -1.2% 65,057 $5.0M
Hobart Private Capital, LLC 1.28% Add +35.5% 62,775 $5.0M
Invesco Ltd. 0.00% Reduce -3.8% 61,211 $4.9M
Cable Hill Partners, LLC 0.48% Reduce -80.5% 61,179 $4.9M
Verdence Capital Advisors LLC 0.39% Add +39.2% 60,933 $4.8M
Gray Wealth Management Inc. 1.91% Add +7.0% 60,877 $4.8M
Arbor Trust Wealth Advisors, LLC 2.53% No change 62,443 $4.8M
Kure Advisory, LLC 4.29% Add +0.8% 60,265 $4.8M
Cardiff Park Advisors, LLC 0.43% Add +0.8% 59,533 $4.7M
Massachusetts Wealth Management 2.97% Reduce -2.7% 59,372 $4.7M
Daiwa Securities Group Inc. 0.02% Add +5.5% 59,130 $4.7M
Global Retirement Partners, LLC 0.14% Add +18.3% 58,605 $4.7M
Anchor Investment Management, LLC 0.44% Reduce -28.1% 58,564 $4.7M
DDD Partners, LLC 0.50% Add +17.6% 58,252 $4.6M
Thomasville National Bank 0.34% Reduce -3.1% 58,153 $4.6M
Pure Financial Advisors, LLC 0.11% Reduce -0.2% 58,100 $4.6M
Sandy Spring Bank 0.19% Reduce -8.9% 57,989 $4.6M
Beacon Harbor Wealth Advisors, Inc. 1.09% Add +5.4% 57,779 $4.6M
Citigroup Inc. 0.00% Add +81.5% 57,430 $4.6M
Florin Court Capital LLP 3.64% Reduce -8.1% 57,004 $4.5M
Composition Wealth, LLC 0.10% Add +1.8% 56,467 $4.5M
Perigon Wealth Management, LLC 0.12% New 56,226 $4.5M
D.B. Root & Company, LLC 1.47% Add +0.6% 56,174 $4.5M
Harbour Investments, Inc. 0.13% Reduce -19.3% 55,976 $4.4M
Manning & Napier Advisors LLC 0.05% Reduce -0.4% 55,877 $4.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.25% Add +8.6% 55,498 $4.4M
Bull Street Advisors, LLC 2.04% Reduce -3.0% 55,392 $4.4M
Scotia Capital Inc. 0.02% Add +13.2% 53,980 $4.3M
Advisory Services Network, LLC 0.09% No change 55,218 $4.3M
Juncture Wealth Strategies, LLC 1.64% Reduce -0.9% 53,242 $4.2M
Bedel Financial Consulting, Inc. 0.60% Add +4.0% 53,235 $4.2M
JNBA Financial Advisors 0.43% Reduce -3.7% 53,228 $4.2M
LFA - Lugano Financial Advisors SA 2.87% Add +8.4% 53,137 $4.2M
Grand Wealth Management, LLC 2.34% Add +11.8% 52,255 $4.2M
Sheets Smith Wealth Management 0.50% Reduce -0.9% 51,918 $4.1M
Presilium Private Wealth, LLC 0.95% Reduce -2.4% 51,805 $4.1M
Florida Trust Wealth Management Co 0.13% Add +53.5% 51,621 $4.1M
Fiduciary Group, LLC 0.41% Reduce -7.2% 50,717 $4.0M
Soltis Investment Advisors LLC 0.39% Add +1.3% 50,629 $4.0M
Easterly Investment Partners LLC 0.32% No change 50,244 $4.0M
Capasso Planning Partners LLC 1.17% Reduce -0.6% 49,982 $4.0M
Financial Planning & Information Services, Inc. 0.55% Reduce -22.6% 49,911 $4.0M
Linscomb Wealth, Inc. 0.20% Reduce -2.6% 49,849 $4.0M
Mgo One Seven LLC 0.17% Add +28.9% 49,773 $4.0M
Websterrogers Financial Advisors, LLC 1.37% Reduce -5.2% 49,162 $3.9M
Parsons Capital Management Inc. 0.24% Reduce -6.8% 48,421 $3.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.58% Add +3.4% 48,068 $3.8M
Windward Private Wealth Management Inc. 1.45% Reduce -13.3% 47,651 $3.8M
Summit Financial, LLC 0.15% Add +68.5% 47,601 $3.8M
Shotwell Rutter Baer Inc 3.10% Add +3.4% 47,912 $3.8M
Cedar Point Capital Partners, LLC 2.56% Add +3.6% 46,907 $3.7M
Eukles Asset Management 1.47% Add +7.6% 46,062 $3.7M
Axos Invest Inc. 2.50% — 45,959 $3.7M
Raffa Wealth Management, LLC 0.87% Add +7.3% 45,528 $3.6M
Cascade Wealth Advisors, Inc 2.56% Add +15.7% 45,150 $3.6M
Compass Ion Advisors, LLC 0.43% Add +22.9% 44,300 $3.5M
Strategic Investment Solutions, Inc. 1.05% Reduce -7.6% 43,999 $3.5M
Asset Allocation & Management Company, LLC 2.18% No change 43,700 $3.5M
Alesco Advisors, LLC, An ESL Co 0.11% Reduce -5.0% 43,681 $3.5M
Apella Capital, LLC 0.14% Reduce -11.8% 43,531 $3.5M
Fagan Associates, Inc. 0.58% Reduce -2.1% 43,161 $3.4M
Ancora Advisors LLC 0.08% Reduce -10.1% 43,076 $3.4M
WMS Partners, LLC 0.19% Reduce -4.8% 42,992 $3.4M
Diversified Portfolios, Inc. 0.35% Reduce -3.1% 42,696 $3.4M
Glass Jacobson Investment Advisors llc 1.12% Add +4.7% 42,642 $3.4M
Topel & Distasi Wealth Management, LLC 1.40% Add +1.3% 42,571 $3.4M
Two Sigma Securities, LLC 0.27% Add +151.1% 42,559 $3.4M
Clearwater Capital Advisors, LLC 0.33% Reduce -1.1% 42,429 $3.4M
Morton Brown Family Wealth, LLC 1.19% Reduce -3.8% 42,047 $3.3M
Buckingham Capital Management, Inc. 0.38% Reduce -2.8% 41,998 $3.3M
Prospect Financial Services LLC 2.07% Add +17.4% 41,967 $3.3M
Consilio Wealth Advisors, LLC 1.37% Add +2.8% 41,954 $3.3M
McDonough Capital Management, Inc 2.29% Reduce -1.5% 41,950 $3.3M
Virtus Family Office LLC 4.37% Reduce -1.1% 41,666 $3.3M
Novak & Powell Financial Services, Inc. 1.91% Add +1.1% 41,389 $3.3M
Old Mission Capital LLC 0.07% New 41,309 $3.3M
Alpha Cubed Investments, LLC 0.15% Reduce -0.3% 41,176 $3.3M
Equity Investment Corp. 0.08% Reduce -0.6% 41,057 $3.3M
NavPoint Financial, Inc. 2.62% Add +1.6% 40,973 $3.3M
Compass Financial Group, Inc. 1.50% Reduce -1.4% 40,821 $3.2M
Patten Group, Inc. 0.72% Add +25.6% 40,768 $3.2M
Zhang Financial LLC 0.20% Add +52.1% 40,403 $3.2M
Farrell Financial LLC 2.25% Add +10.5% 40,666 $3.2M
TriaGen Wealth Management LLC 1.07% Add +0.5% 40,127 $3.2M
HM Payson & Co. 0.05% No change 40,000 $3.2M
Culbertson A N & Co. Inc. 0.51% Add +4.8% 39,954 $3.2M
US Bancorp \de 0.00% Reduce -4.7% 39,630 $3.1M
Forza Wealth Management, LLC 1.44% Reduce -2.7% 39,598 $3.1M
CreativeOne Wealth, LLC 0.11% Add +14.1% 39,567 $3.1M
Wealthspan Partners, LLC 1.55% Add +31.3% 39,549 $3.1M
Ashton Thomas Private Wealth, LLC 0.17% Add +58.5% 39,460 $3.1M
Oak Harvest Investment Services 0.45% Add +54.1% 39,446 $3.1M
Valley Financial Group, Inc. 2.18% Reduce -5.3% 39,324 $3.1M
Ameritas Advisory Services, LLC 0.13% Add +3.7% 39,153 $3.1M
IHT Wealth Management, LLC 0.09% Add +28.8% 39,108 $3.1M
MidAtlantic Capital Management, Inc. 2.26% Reduce -0.1% 38,941 $3.1M
AE Wealth Management LLC 0.03% Reduce -5.3% 38,401 $3.0M
Walkner Condon Financial Advisors LLC 0.62% Reduce -5.2% 38,352 $3.0M
PFG Investments, LLC 0.20% Add +0.8% 38,203 $3.0M
Sprott Inc. 0.19% Add +13.3% 38,200 $3.0M
Redmont Wealth Advisors LLC 4.73% No change 38,183 $3.0M
Guardian Asset Advisors, LLC 2.06% Reduce -24.9% 38,123 $3.0M
Steward Partners Investment Advisory, LLC 0.03% Reduce -4.4% 37,760 $3.0M
Keebeck Wealth Management 0.43% Reduce -63.6% 37,740 $3.0M
Peapack Gladstone Financial Corp. 0.04% Reduce -6.5% 37,672 $3.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.25% Add +8.2% 37,176 $3.0M
Edmond DE Rothschild Holding S.A. 0.05% Add +159.7% 37,109 $2.9M
Redhawk Wealth Advisors, Inc. 0.42% Add +8.9% 37,095 $2.9M
Pathstone Holdings, LLC 0.01% Add +330.1% 36,942 $2.9M
Forvis Mazars Wealth Advisors, LLC 0.07% Reduce -10.9% 36,636 $2.9M
Marietta Wealth Management, LLC 0.42% Reduce -1.9% 36,493 $2.9M
Rosenberg Matthew Hamilton 0.76% Add +11.7% 36,483 $2.9M
Capital Asset Advisory Services LLC 0.14% Reduce -3.7% 36,749 $2.9M
Tortoise Investment Management, LLC 0.30% Reduce -22.6% 36,300 $2.9M
Transcend Capital Advisors, LLC 0.19% Add +2.4% 35,987 $2.9M
EP Wealth Advisors, LLC 0.02% Reduce -21.6% 35,406 $2.8M
Sykon Capital LLC 0.99% Add +11.9% 35,268 $2.8M
Equitable Holdings, Inc. 0.03% Reduce -10.7% 35,254 $2.8M
Eagle Global Advisors LLC 0.14% Add +4.1% 35,123 $2.8M
Narus Financial Partners, LLC 1.00% Reduce -5.9% 35,043 $2.8M
James Investment Research, Inc. 0.32% Reduce -1.6% 34,600 $2.7M
Modus Advisors, LLC 0.88% Reduce -5.1% 33,877 $2.7M
Transcendent Capital Group LLC 1.37% Reduce -21.9% 33,710 $2.7M
SeaBridge Investment Advisors LLC 0.62% Reduce -20.7% 32,107 $2.5M
Agate Pass Investment Management, LLC 1.27% Reduce -2.3% 32,030 $2.5M
Chesapeake Capital Corp. 2.30% Add +27.9% 31,858 $2.5M
Betterment LLC 0.01% Reduce -18.6% 31,787 $2.5M
Tidal Investments LLC 0.03% Add +27.9% 31,870 $2.5M
W1M Asset Management Ltd 0.20% Reduce -12.1% 31,579 $2.5M
Weik Capital Management 1.01% Reduce -15.9% 31,539 $2.5M
Cumberland Partners Ltd 0.17% Reduce -35.8% 31,450 $2.5M
Sightline Wealth Advisors, LLC 1.38% Reduce -15.5% 31,450 $2.5M
Boston Financial Mangement LLC 0.07% Reduce -0.2% 31,440 $2.5M
Jacobi Capital Management LLC 0.19% Add +13.3% 31,136 $2.5M
Benchmark Wealth Management, LLC 1.20% Add +0.6% 30,560 $2.4M
Chatham Capital Group, Inc. 0.39% No change 30,398 $2.4M
Laidlaw Wealth Management LLC 1.19% Reduce -46.5% 30,393 $2.4M
J. W. Coons Advisors, LLC 0.45% Add +2.7% 30,207 $2.4M
Boston Mountain Money Management Inc. 1.39% Add +7.0% 30,207 $2.4M
Forum Private Client Group LLC 1.06% Add +5.7% 30,040 $2.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.92% Add +17.2% 29,919 $2.4M
GDS Wealth Management 0.23% Reduce -31.5% 29,900 $2.4M
Fiduciary Trust Co 0.03% Reduce -21.7% 29,786 $2.4M
Wealthcare Advisory Partners LLC 0.07% Reduce -12.4% 29,753 $2.4M
HRT Financial LP 0.01% Reduce -42.7% 29,578 $2.3M
M&T Bank Corp 0.01% No change 29,399 $2.3M
Chemistry Wealth Management LLC 0.56% Reduce -0.5% 29,293 $2.3M
Roberts Glore & Co. Inc. 0.67% Reduce -14.7% 29,285 $2.3M
Madden Advisory Services, Inc. 1.06% Add +8.6% 29,214 $2.3M
Independent Financial Group, LLC 0.09% Reduce -10.2% 29,125 $2.3M
ETF Store, Inc. 2.38% Reduce -3.1% 29,112 $2.3M
Martin Capital Advisors, LLP 1.64% No change 28,950 $2.3M
Continuum Advisory, LLC 0.29% Add +1.9% 29,319 $2.3M
Schroder Investment Management Group 0.00% Reduce -35.0% 28,606 $2.3M
Aua Capital Management, LLC 1.31% Reduce -1.2% 28,459 $2.3M
Northeast Financial Group, Inc. 0.87% Add +29.7% 28,452 $2.3M
Flagship Harbor Advisors, LLC 0.12% Reduce -15.0% 28,448 $2.3M
Kowal Investment Group, LLC 0.41% Add +31.8% 28,395 $2.3M
Eagle Bay Advisors LLC 0.86% Reduce -4.6% 28,200 $2.2M
Braun-Bostich & Associates Inc. 1.55% Add +15.6% 28,082 $2.2M
Round Rock Advisors LLC 0.52% Reduce -5.8% 28,078 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -26.6% 27,909 $2.2M
Spire Wealth Management 0.07% Reduce -27.8% 27,905 $2.2M
Lauer Wealth, LLC 1.72% Add +0.3% 28,213 $2.2M
Berkshire Asset Management LLC 0.11% No change 28,553 $2.2M
Simon Quick Advisors, LLC 0.14% Reduce -10.0% 27,630 $2.2M
Essex Financial Services, Inc. 0.16% Reduce -3.1% 27,547 $2.2M
Baskin Financial Services Inc. 0.18% Add +15.0% 27,190 $2.2M
Sterling Financial Planning, Inc. 0.79% Add +10.8% 26,905 $2.1M
CWC Advisors, LLC. 2.10% — 26,733 $2.1M
A. D. Beadell Investment Counsel, Inc. 1.67% Add +0.7% 26,289 $2.1M
Capital Advisory Group Advisory Services, LLC 0.83% Add +9.9% 26,148 $2.1M
Accurate Wealth Management, LLC 0.42% Add +29.6% 26,277 $2.1M
UMB Bank, n.a. 0.03% Add +65.7% 26,000 $2.1M
Wilmington Savings Fund Society, FSB 0.04% New 25,927 $2.1M
Stonekeep Investments, LLC 1.59% Add +16.6% 25,884 $2.1M
Regions Financial Corp. 0.01% Reduce -0.1% 25,851 $2.1M
Titleist Asset Management, LLC 0.30% Reduce -1.0% 25,732 $2.0M
Rathbones Group PLC 0.01% Reduce -1.8% 25,667 $2.0M
YHB Investment Advisors, Inc. 0.17% Reduce -0.8% 25,536 $2.0M
Jmac Enterprises LLC 0.32% Reduce -0.8% 25,337 $2.0M
TruWealth Advisors, LLC 0.12% Add +7.5% 25,282 $2.0M
Edgestream Partners, L.P. 0.09% Reduce -47.4% 25,236 $2.0M
BIP Wealth, LLC 0.14% Reduce -3.8% 25,175 $2.0M
Ramsay, Stattman, Vela & Price, Inc. 0.37% Reduce -7.8% 25,031 $2.0M
Gladstone Institutional Advisory LLC 0.10% Reduce -36.4% 25,024 $2.0M
Sagace Wealth Management LLC 1.53% Add +11.1% 25,163 $2.0M
Capital Investment Advisors, LLC 0.04% Reduce -2.1% 24,743 $2.0M
EFG Asset Management (Americas) Corp. 0.38% Reduce -1.0% 24,715 $2.0M
Aries Wealth Management 0.54% Reduce -1.4% 24,592 $2.0M
Leuthold Group, LLC 0.22% Reduce -42.0% 24,551 $1.9M
Savvy Advisors, Inc. 0.39% Add +313.9% 24,372 $1.9M
Brass Tax Wealth Management, Inc. 0.41% New 24,367 $1.9M
Advisory Research Inc. 0.34% Reduce -6.8% 24,189 $1.9M
Savant Capital, LLC 0.02% Reduce -17.6% 24,173 $1.9M
MBE Wealth Management, LLC 1.04% Add +10.6% 23,810 $1.9M
Insight Inv LLC 1.59% Reduce -12.4% 23,802 $1.9M
Mayflower Financial Advisors, LLC 0.28% Reduce -72.6% 23,726 $1.9M
Washington Trust Advisors, Inc. 0.16% Reduce -0.9% 23,541 $1.9M
Leading Edge Financial Planning LLC 0.63% New 23,529 $1.9M
Avidian Wealth Enterprises, LLC 0.08% Add +2.5% 23,323 $1.9M
Engineers Gate Manager LP 0.04% New 23,015 $1.8M
Deutsche Bank AG 0.00% Reduce -57.8% 22,975 $1.8M
Stockman Wealth Management, Inc. 0.28% No change 22,940 $1.8M
Berkeley Capital Partners, LLC 0.52% Add +4.0% 22,893 $1.8M
TrinityPoint Wealth, LLC 0.26% Add +2.2% 22,788 $1.8M
Arete Wealth Advisors, LLC 0.15% Add +11.3% 22,714 $1.8M
Vantage Financial Partners, LLC 0.45% Reduce -22.0% 22,654 $1.8M
Advisory Alpha, LLC 0.06% Reduce -71.0% 22,530 $1.8M
Summit Wealth Partners, LLC 0.34% Reduce -3.5% 22,439 $1.8M
Hunter Associates Investment Management LLC 0.28% Reduce -3.9% 22,392 $1.8M
J.W. Cole Advisors, Inc. 0.07% Add +5.2% 22,320 $1.8M
Westover Capital Advisors, LLC 0.34% Reduce -34.1% 22,294 $1.8M
GenTrust, LLC 0.09% Add +2.8% 22,261 $1.8M
Alta Wealth Advisors LLC 0.81% No change 22,238 $1.8M
Argent Trust Co 0.07% Add +5.8% 22,235 $1.8M
Powell Investment Advisors, LLC 0.82% Reduce -1.7% 22,222 $1.8M
Hancock Whitney Corp. 0.06% Reduce -2.3% 21,670 $1.7M
Gordian Advisors LLC 1.37% Reduce -8.2% 21,666 $1.7M
IFP Advisors, Inc 0.06% Reduce -0.7% 21,661 $1.7M
Litman Gregory Wealth Management LLC 0.14% Reduce -29.0% 21,633 $1.7M
Cresset Asset Management, LLC 0.01% Add +100.6% 21,557 $1.7M
Wedmont Private Capital 0.10% Add +0.9% 21,663 $1.7M
ProVise Management Group, LLC 0.13% Reduce -1.2% 21,414 $1.7M
Kovack Advisors, Inc. 0.18% Reduce -1.7% 21,408 $1.7M
Greenspring Advisors, LLC 0.37% Add +154.7% 21,388 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.80% Reduce -2.0% 21,296 $1.7M
REDW Wealth LLC 0.43% Reduce -4.1% 21,276 $1.7M
Vicus Capital 0.15% Reduce -0.2% 21,090 $1.7M
Bowie Capital Management, LLC 0.09% Reduce -52.3% 21,000 $1.7M
Horan Capital Advisors, LLC. 0.55% No change 20,948 $1.7M
Cedar Wealth Management, LLC 0.52% Add +39.4% 20,945 $1.7M
Ellis Investment Partners, LLC 0.32% Reduce -23.7% 20,944 $1.7M
Citizens Financial Group Inc. 0.03% Reduce -18.9% 20,674 $1.6M
Beaumont Financial Advisors, LLC 0.13% Add +17.5% 20,631 $1.6M
Roberts Wealth Advisors, LLC 0.53% Reduce -7.7% 20,637 $1.6M
NorthCoast Asset Management LLC 0.01% Reduce -73.9% 22,905 $1.6M
Lido Advisors, LLC 0.01% Reduce -0.6% 20,355 $1.6M
Chicago Partners Investment Group LLC 0.06% Reduce -39.1% 20,488 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +0.8% 20,278 $1.6M
CVA Family Office, LLC 0.26% Reduce -7.8% 20,198 $1.6M
AXS Investments LLC 0.43% Reduce -21.3% 20,164 $1.6M
Ironwood Investment Counsel, LLC 0.26% Add +1.5% 19,937 $1.6M
Plum Street Advisors, LLC 0.80% Reduce -6.2% 19,900 $1.6M
GeoWealth Management, LLC 0.06% Reduce -52.7% 19,800 $1.6M
Evolution Wealth Advisors, LLC 0.28% No change 19,668 $1.6M
Pension & Wealth Management Advisors, Inc. 0.79% Reduce -28.9% 19,385 $1.5M
Vontobel Holding Ltd. 0.01% Reduce -1.8% 19,373 $1.5M
All Season Financial Advisors, Inc. 1.30% Add +9.7% 19,244 $1.5M
Cambridge Advisors Inc. 0.33% Add +0.2% 19,234 $1.5M
Hilltop Holdings Inc. 0.10% Reduce -0.6% 19,157 $1.5M
Valley Wealth Managers, Inc. 0.11% Reduce -3.0% 19,149 $1.5M
MMBG Investment Advisors Co. 0.16% No change 19,108 $1.5M
Wells Trecaso Financial Group, LLC 0.50% Add +0.3% 19,089 $1.5M
Meredith Wealth Planning 0.72% Reduce -5.5% 19,081 $1.5M
Insigneo Advisory Services, LLC 0.15% Add +12.5% 19,031 $1.5M
Duncker Streett & Co. Inc. 0.27% Reduce -2.9% 18,952 $1.5M
Woodmont Investment Counsel LLC 0.11% Reduce -1.1% 18,945 $1.5M
NorthCrest Asset Manangement, LLC 0.05% Add +7.5% 18,890 $1.5M
Carr Financial Group Corp 0.45% Add +20.1% 18,850 $1.5M
Naples Global Advisors, LLC 0.14% Reduce -17.7% 18,840 $1.5M
Blair William & Co. 0.00% Add +37.3% 18,827 $1.5M
Barclays PLC 0.00% No change 18,760 $1.5M
Beacon Bridge Wealth Partners, LLC 0.63% Reduce -16.1% 18,545 $1.5M
Sonata Capital Group Inc. 0.62% New 18,458 $1.5M
JFS Wealth Advisors, LLC 0.10% Add +39102.1% 18,425 $1.5M
Mutual Advisors, LLC 0.04% Reduce -0.4% 18,598 $1.5M
Independence Asset Advisors, LLC 28.94% Reduce -6.5% 18,381 $1.5M
Washington Capital Management, Inc. 1.11% Reduce -0.4% 18,130 $1.4M
Prospera Financial Services Inc 0.04% Reduce -0.8% 18,071 $1.4M
Meridian Financial Advisors, LLC 0.96% Add +22.4% 18,031 $1.4M
Houlihan Financial Resource Group, Ltd. 0.59% Add +0.0% 17,898 $1.4M
Kelman-Lazarov, Inc. 0.24% Add +3.4% 17,854 $1.4M
Clearstead Advisors, LLC 0.02% Reduce -3.2% 17,841 $1.4M
Visionary Wealth Advisors 0.09% New 17,841 $1.4M
Idaho Trust Co 0.68% Reduce -1.6% 17,840 $1.4M
Latko Wealth Management, Ltd. 0.86% — 17,760 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -2.8% 17,660 $1.4M
Retirement Investment Advisors, Inc. 0.15% Reduce -1.1% 17,625 $1.4M
Independence Bank of Kentucky 0.30% Reduce -4.9% 17,561 $1.4M
Chandler Asset Management, Inc. 0.26% Reduce -1.1% 17,440 $1.4M
Brown, Lisle/Cummings, Inc. 0.42% Reduce -0.8% 17,336 $1.4M
Octavia Wealth Advisors, LLC 0.17% Reduce -2.8% 17,322 $1.4M
Twin Focus Capital Partners, LLC 0.22% No change 17,299 $1.4M
Exchange Bank 1.12% Add +6.4% 17,260 $1.4M
Wulff, Hansen & Co. 1.23% Reduce -9.8% 17,160 $1.4M
Vectors Research Management, LLC 0.41% Reduce -1.9% 17,061 $1.4M
First Trust Advisors LP 0.00% Add +1.5% 16,963 $1.3M
Ramiah Investment Group 1.27% Add +7.8% 16,929 $1.3M
Cypress Capital, LLC 0.35% Reduce -1.8% 16,910 $1.3M
Coston, McIsaac & Partners 0.38% Add +8.5% 16,833 $1.3M
Bakala Capital LLC 8.87% Add +2.9% 16,785 $1.3M
Fortis Capital Management LLC 0.27% Reduce -3.5% 16,736 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 0.95% — 16,700 $1.3M
Voisard Asset Management Group, Inc. 0.55% Add +230.4% 16,538 $1.3M
Crabel Capital Management, LLC 0.92% Add +109.5% 16,512 $1.3M
CGN Advisors LLC 0.13% Add +1.5% 16,472 $1.3M
HTLF Bank 0.14% Reduce -60.0% 16,181 $1.3M
BHK Investment Advisors, LLC 0.48% Reduce -15.7% 16,134 $1.3M
Chilton Capital Management LLC 0.05% Reduce -5.5% 16,089 $1.3M
Nabity-Jensen Investment Management Inc 0.97% Reduce -0.0% 16,034 $1.3M
Parkside Financial Bank & Trust 0.18% New 16,000 $1.3M
Prevail Innovative Wealth Advisors, LLC 0.38% Add +56.8% 15,876 $1.3M
Graypoint LLC 0.08% Add +0.3% 15,875 $1.3M
Altus Wealth Group LLC 0.54% Add +7.7% 15,831 $1.3M
Mosaic Financial Group, LLC 0.88% Reduce -4.3% 15,601 $1.2M
Scott Capital Advisors, LLC 0.35% Add +4.1% 15,553 $1.2M
Western Wealth Management, LLC 0.07% Add +51.0% 15,528 $1.2M
Investment Advisory Group, LLC 0.43% Reduce -2.8% 15,473 $1.2M
Pinnacle Bancorp, Inc. 0.33% Add +10.9% 15,445 $1.2M
Algorithmic Investment Models, LLC 0.90% Reduce -2.8% 15,437 $1.2M
Orin Green Financial, LLC 0.53% Add +7.1% 15,412 $1.2M
First County Bank 0.60% No change 15,393 $1.2M
Advisor OS, LLC 0.12% Add +4.9% 15,389 $1.2M
Integrated Investment Consultants, LLC 0.27% Add +26.3% 15,350 $1.2M
Kingsview Wealth Management, LLC 0.03% Reduce -3.5% 15,305 $1.2M
Sovereign Financial Group, Inc. 0.28% Reduce -1.2% 15,302 $1.2M
Krilogy Financial LLC 0.08% Add +0.9% 15,063 $1.2M
Power Wealth Management LLC 0.51% Reduce -3.8% 15,050 $1.2M
Rehmann Capital Advisory Group 0.08% Reduce -6.4% 15,038 $1.2M
Pinnacle Associates Ltd. 0.02% Add +9.7% 15,416 $1.2M
Mitchell Sinkler & Starr 0.30% Add +1.9% 14,925 $1.2M
Peregrine Asset Advisers, Inc. 0.41% Reduce -0.0% 14,918 $1.2M
Capital Insight Partners, LLC 0.21% Reduce -3.4% 14,836 $1.2M
Insight Wealth Partners, LLC 0.72% Add +8.0% 14,784 $1.2M
Cambria Investment Management, L.P. 0.07% Add +5.3% 14,820 $1.2M
New England Private Wealth Advisors LLC 0.19% Add +1.0% 14,660 $1.2M
Verus Capital Partners, LLC 0.11% Reduce -3.6% 14,459 $1.1M
Intelligence Driven Advisers, LLC 0.16% Reduce -98.0% 14,382 $1.1M
Clarity Capital Advisors, LLC 0.81% Reduce -3.5% 14,273 $1.1M
Platt Investment Counsel, LLC 0.99% Add +0.8% 14,103 $1.1M
Jones Financial Companies LLLP 0.00% Add +57.7% 13,956 $1.1M
Cooper Financial Group 0.14% Add +5.3% 13,914 $1.1M
National Philanthropic Trust 0.02% No change 13,894 $1.1M
Friedenthal Financial 0.65% Add +1.1% 13,874 $1.1M
Avior Wealth Management, LLC 0.04% Add +1.6% 13,767 $1.1M
N.E.W. Advisory Services LLC 0.11% Add +16.1% 13,734 $1.1M
Motiv8 Investments LLC 0.73% Add +11.7% 13,705 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% New 13,542 $1.1M
Westmount Partners, LLC 0.32% Add +1.0% 13,536 $1.1M
Summit Global Investments 0.07% Reduce -10.8% 13,533 $1.1M
Sovereign Investment Advisors, LLC 0.35% No change 13,532 $1.1M
VERITY Wealth Advisors 0.75% Add +0.2% 13,440 $1.1M
Tradition Wealth Management, LLC 0.09% Add +1.3% 13,411 $1.1M
Red Cedar Investment Management, LLC 0.14% No change 13,399 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -3.7% 13,313 $1.1M
LifePlan Financial, LLC 0.91% Reduce -2.2% 13,308 $1.1M
Manhattan West Asset Management, LLC 0.27% Add +2.4% 13,301 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -2.6% 13,251 $1.1M
Transatlantique Private Wealth LLC 0.40% New 13,243 $1.1M
Jackson Hole Capital Partners, LLC 0.22% Reduce -5.1% 13,165 $1.0M
HHM Wealth Advisors, LLC 0.15% Reduce -5.0% 13,162 $1.0M
Northern Trust Corp. 0.00% New 13,158 $1.0M
Pallas Capital Advisors LLC 0.04% Reduce -0.8% 13,241 $1.0M
Bfsg, LLC 0.12% Reduce -1.7% 13,064 $1.0M
First Interstate Bank 0.06% Reduce -3.3% 13,036 $1.0M
Strategic Blueprint, LLC 0.06% Reduce -1.4% 13,014 $1.0M
Sage Capital Advisors,llc 0.27% Add +0.0% 12,916 $1.0M
Cibc World Market Inc. 0.00% Add +4.2% 12,875 $1.0M
L. Roy Papp & Associates, LLP 0.12% Reduce -4.5% 12,745 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Add +2.0% 12,578 $999K
Concurrent Investment Advisors, LLC 0.03% Reduce -1.8% 12,570 $998K
Quartz Partners, LLC 0.62% — 12,382 $983K
Shayne & Jacobs, LLC 0.25% Reduce -0.1% 12,340 $980K
Frank, Rimerman Advisors LLC 0.07% Reduce -2.1% 12,125 $963K
Affinity Capital Advisors, LLC 0.18% Reduce -4.3% 12,025 $955K
Gridiron Partners, LLC 0.57% No change 11,865 $942K
Shelter Mutual Insurance Co 0.22% No change 11,762 $922K
Hexagon Capital Partners LLC 0.18% Reduce -4.5% 11,587 $920K
Level Four Advisory Services, LLC 0.04% Add +5.1% 11,697 $917K
Geneos Wealth Management Inc. 0.03% Add +11.6% 11,522 $915K
Empirical Asset Management, LLC 0.32% Add +2.5% 11,426 $907K
Orion Capital Management LLC 0.44% Add +6864.6% 11,422 $907K
Orcam Financial Group 0.87% Add +0.1% 11,282 $896K
Wealth Effects LLC 0.31% Reduce -3.0% 11,250 $893K
Loudon Investment Management, LLC 0.49% Add +14.2% 11,191 $889K
Chapin Davis, Inc. 0.29% Add +1.0% 11,130 $884K
Relyea Zuckerberg Hanson LLC 0.13% New 11,115 $883K
Kuhn & Co Investment Counsel 0.74% Reduce -5.0% 10,990 $873K
Creekside Partners 0.45% Add +2.5% 10,982 $872K
HT Partners LLC 0.31% Add +9.0% 10,941 $869K
Consolidated Portfolio Review Corp 0.19% Add +6.6% 10,915 $867K
Wedbush Securities Inc. 0.03% Reduce -26.7% 10,871 $863K
Professional Financial Advisors, LLC 0.22% New 10,832 $860K
StoneX Group Inc. 0.06% Reduce -7.4% 10,757 $854K
Armstrong Advisory Group, Inc. 0.07% Add +20.8% 10,730 $852K
Bremer Bank National Association 0.16% Reduce -22.2% 10,729 $852K
Pettyjohn, Wood & White, Inc. 0.16% No change 10,673 $848K
PDS Planning, Inc 0.08% Add +20.6% 10,656 $846K
Mission Creek Capital Partners, Inc. 0.20% Add +135.8% 10,623 $844K
SkyOak Wealth, LLC 0.19% Reduce -0.9% 10,578 $840K
SageView Advisory Group, LLC 0.04% New 10,558 $839K
Centurion Wealth Management LLC 0.27% — 10,528 $836K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -8.2% 10,510 $835K
Probity Advisors, Inc. 0.16% Add +0.6% 10,505 $834K
Factorial Partners, LLC 0.48% New 10,500 $834K
Petra Financial Advisors Inc. 0.55% Reduce -0.9% 10,496 $834K
Balboa Wealth Partners 0.21% Add +62.6% 10,439 $829K
Denali Advisors LLC 0.09% New 10,404 $826K
IPG Investment Advisors LLC 0.18% No change 10,400 $826K
Winch Advisory Services, LLC 0.23% Reduce -5.4% 10,330 $820K
Q3 Asset Management 0.19% Reduce -5.1% 10,266 $813K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% Reduce -4.2% 10,200 $810K
Security Financial Services, INC. 0.16% Add +75.7% 10,192 $809K
Caitlin John, LLC 0.52% Add +11.5% 10,341 $808K
Palisade Capital Management, LP 0.02% New 10,000 $794K
Avaii Wealth Management, LLC 0.40% Reduce -37.9% 9,997 $794K
Good Life Advisors, LLC 0.05% Reduce -3.4% 9,932 $789K
FDx Advisors, Inc. 0.21% Reduce -3.2% 9,752 $775K
Retirement Planning Group, LLC 0.04% Add +2.7% 9,693 $770K
Berger Financial Group, Inc 0.06% Reduce -0.1% 9,665 $768K
Brookstone Capital Management 0.01% Reduce -3.8% 9,620 $764K
Hilltop Partners LLC 0.26% Reduce -9.5% 9,617 $764K
Cypress Wealth Services, LLC 0.16% No change 9,559 $759K
Cadence Bank 0.05% Add +49.2% 9,515 $756K
Compass Advisory Group LLC 0.29% Add +26.8% 9,514 $756K
Eastern Bank 0.01% New 9,490 $754K
First Hawaiian Bank 0.02% No change 9,430 $749K
V2 Financial group LLC 0.48% No change 9,392 $746K
Columbus Macro, LLC 0.27% Add +6.6% 9,454 $745K
Clear Point Advisors Inc. 0.57% Add +4.8% 9,363 $744K
Signal Advisors Wealth, LLC 0.11% New 9,362 $744K
Wesbanco Bank Inc. 0.03% Reduce -45.8% 9,348 $742K
Rothschild Wealth LLC 0.22% Add +7.0% 9,339 $742K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -2.2% 9,281 $737K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -66.7% 9,249 $735K
Midwest Financial Group LLC 0.43% Reduce -17.8% 9,213 $732K
Barrett & Company, Inc. 0.32% Add +0.1% 9,211 $732K
Harvest Volatility Management LLC 16.61% No change 9,183 $729K
SG Americas Securities, LLC 0.00% Reduce -12.9% 9,140 $726K
Great Valley Advisor Group, Inc. 0.02% Add +0.4% 9,023 $717K
HUB Investment Partners, LLC 0.03% Reduce -8.0% 9,022 $716K
Compass Financial Group, INC 0.14% Reduce -2.4% 9,003 $715K
FC Advisory LLC 0.23% Reduce -1.3% 8,801 $699K
Essential Planning, LLC. 0.28% Reduce -3.7% 8,748 $695K
Apollon Wealth Management, LLC 0.02% Reduce -20.4% 8,695 $691K
Belpointe Asset Management LLC 0.04% Reduce -27.8% 8,591 $682K
Cutler Investment Counsel LLC 0.09% Reduce -4.3% 8,587 $682K
Argent Financial Group, Inc. 0.08% — 8,586 $682K
Baker Avenue Asset Management, LP 0.02% Reduce -2.0% 8,584 $682K
Bare Financial Services, Inc 0.28% Add +426.9% 8,572 $681K
Ridgewood Investments LLC 0.34% Reduce -1.4% 8,553 $679K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -24.2% 8,522 $677K
Ignite Planners, LLC 0.15% Add +9.1% 8,449 $671K
Source Financial Advisors LLC 0.20% Reduce -40.7% 8,445 $671K
Charter Oak Capital Management, LLC 0.06% Add +14.2% 8,444 $671K
Zuckerman Investment Group, LLC 0.07% Add +9.7% 8,398 $667K
Guardian Wealth Management, Inc. 0.47% Add +26.7% 8,361 $664K
Guardian Wealth Advisors, LLC / NC 0.07% Reduce -15.7% 8,309 $660K
Beacon Bank & Trust 0.15% Reduce -2.6% 8,264 $656K
CWA Asset Management Group, LLC 0.03% — 8,208 $652K
Simplicity Wealth,LLC 0.06% Reduce -0.4% 8,120 $645K
Stelac Advisory Services LLC 0.26% No change 8,111 $644K
Grandview Asset Management LLC 0.37% Add +2.5% 8,094 $643K
Wallington Asset Management, LLC 0.09% Add +0.9% 8,005 $636K
Prime Capital Investment Advisors, LLC 0.01% Reduce -15.4% 7,994 $635K
Merit Financial Group, LLC 0.01% Reduce -10.8% 7,992 $635K
Cassady Schiller Wealth Management, LLC 0.23% Reduce -28.1% 7,981 $634K
Freestone Capital Holdings, LLC 0.02% Add +2.3% 7,911 $628K
Jacobson & Schmitt Advisors, LLC 0.13% Add +8.7% 7,908 $628K
Rosenblum Silverman Sutton S F Inc. 0.16% No change 7,880 $626K
Winthrop Capital Management, LLC 0.30% Add +0.6% 7,867 $625K
One Day In July LLC 0.07% Reduce -5.7% 7,753 $616K
Park Avenue Securities LLC 0.01% Add +17.8% 7,748 $615K
Institute for Wealth Management, LLC. 0.08% Reduce -1.3% 7,733 $614K
Weaver Consulting Group 0.20% Reduce -7.2% 7,732 $614K
SignalPoint Asset Management, LLC 0.14% Reduce -2.6% 7,698 $612K
ArchPoint Investors 0.20% No change 7,700 $612K
Brown Advisory Inc. 0.00% Reduce -48.6% 7,684 $610K
Wealthfront Advisers LLC 0.00% Reduce -25.8% 7,671 $609K
Arcadia Investment Management Corp. 0.10% Reduce -3.8% 7,657 $608K
C M Bidwell & Associates Ltd. 0.37% Add +0.3% 7,608 $604K
Cornerstone Advisory, LLC 0.08% Reduce -13.1% 7,603 $604K
Cary Street Partners Asset Management LLC 0.08% Reduce -0.8% 7,501 $596K
Aspiriant, LLC 0.02% No change 7,482 $594K
SRH Advisors, LLC 0.18% No change 7,461 $593K
Stratos Wealth Partners, LTD. 0.01% Reduce -22.2% 7,380 $586K
Perennial Investment Advisors, LLC 0.08% Reduce -30.9% 7,272 $578K
FAS Wealth Partners, Inc. 0.05% Reduce -30.3% 7,210 $573K
Regal Investment Advisors LLC 0.04% Reduce -21.1% 7,125 $566K
Procyon Advisors, LLC 0.04% Reduce -0.0% 7,092 $563K
Legacy PCG, LLC 0.40% Reduce -12.6% 7,040 $559K
Family Wealth Partners, LLC 0.29% Reduce -0.4% 7,016 $557K
Sheaff Brock Investment Advisors, LLC 0.05% Add +1.4% 7,007 $556K
Strategic Wealth Partners, Ltd. 0.05% Add +0.6% 6,999 $556K
Northwest Wealth Management, LLC 0.13% Reduce -41.3% 6,998 $556K
Private Trust Co. NA 0.06% No change 6,957 $553K
Everstar Asset Management, LLC 0.38% — 6,955 $552K
FWG Holdings, LLC 0.27% Reduce -41.6% 7,030 $552K
Integrated Wealth Concepts LLC 0.01% Add +1.1% 6,888 $547K
Financial Counselors Inc. 0.01% Reduce -8.6% 6,826 $542K
Mascoma Wealth Management LLC 0.13% Reduce -6.1% 6,768 $537K
Atlas Brown,Inc. 0.19% Reduce -30.4% 6,751 $536K
Wharton Business Group, LLC 0.02% New 6,745 $536K
Lansing Street Advisors 0.20% Add +1.0% 6,743 $536K
SeaCrest Wealth Management, LLC 0.06% Reduce -0.1% 6,708 $533K
WealthCollab, LLC 0.35% No change 6,638 $527K
AlTi Global, Inc. 0.01% No change 6,620 $526K
Verum Partners LLC 0.15% Reduce -4.5% 6,576 $522K
City State Bank 0.19% Reduce -3.9% 6,570 $522K
WealthShield Partners, LLC 0.07% Add +1.1% 6,531 $519K
Tillman Hartley LLC 0.15% Add +2.2% 6,519 $518K
Court Place Advisors, LLC 0.15% Reduce -9.7% 6,516 $518K
Summa Corp. 0.25% No change 6,500 $516K
Plotkin Financial Advisors, LLC 0.31% Add +77.5% 6,463 $513K
Vigilare Wealth Management 0.21% No change 6,412 $509K
WFA of San Diego, LLC 0.43% Reduce -4.8% 6,363 $505K
Windsor Capital Management, LLC 0.15% Reduce -12.1% 6,307 $501K
Prio Wealth Limited Partnership 0.01% No change 6,303 $501K
Uncommon Cents Investing LLC 0.14% Reduce -12.3% 6,295 $500K
Vaughan David Investments LLC 0.01% No change 6,282 $499K
Sage Rhino Capital LLC 0.11% Reduce -0.2% 6,231 $495K
ZWJ Investment Counsel Inc. 0.02% Add +7.0% 6,191 $492K
Baltimore-Washington Financial Advisors, Inc. 0.03% Reduce -8.5% 6,179 $491K
Legacy Advisory Services, LLC 0.42% Add +1.0% 6,097 $484K
CAP Partners, LLC 0.36% Reduce -21.1% 6,014 $478K
Pekin Hardy Strauss, Inc. 0.06% Add +53.4% 6,011 $477K
FMR LLC 0.00% Reduce -12.8% 6,007 $477K
Cunning Capital Partners, LP 0.25% Add +50.0% 6,000 $477K
Accent Capital Management, LLC 0.27% No change 6,000 $477K
Fidelis Capital Partners, LLC 0.06% Add +0.7% 6,042 $474K
Community Bank, N.A. 0.06% Reduce -4.3% 5,937 $472K
Keener Financial Planning LLC 0.31% Reduce -9.2% 5,934 $471K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,915 $470K
Tilia Fiduciary Partners, Inc. 0.32% Add +2.1% 5,900 $469K
TCFG Wealth Management, LLC 0.24% — 5,894 $468K
Banque Pictet & Cie SA 0.00% Add +53.5% 5,868 $466K
Commerce Bank 0.00% Add +26.2% 5,825 $463K
Cantor Fitzgerald Investment Advisors L.P. 0.03% New 5,808 $461K
Bank of New Hampshire 0.12% Add +11.3% 5,776 $459K
Orrstown Financial Services Inc. 0.14% Add +9.8% 5,756 $457K
Fonville Wealth Management LLC 0.16% Reduce -2.8% 5,704 $453K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +10.8% 5,689 $452K
Cahill Wealth Management, LLC 0.23% No change 5,658 $449K
Matthew Goff Investment Advisor, LLC 0.09% Reduce -4.6% 5,647 $448K
Saxony Capital Management, LLC 0.41% Add +0.3% 5,614 $446K
Future Financial Wealth Managment LLC 0.31% Reduce -85.1% 5,542 $440K
Wealth Alliance, LLC 0.05% Reduce -12.4% 5,532 $439K
Poplar Forest Capital LLC 0.06% Reduce -10.4% 5,532 $439K
Seizert Capital Partners, LLC 0.02% Add +1.0% 5,482 $435K
Mendota Financial Group, LLC 0.21% No change 5,478 $435K
Bessemer Group Inc. 0.00% No change 5,405 $429K
Orleans Capital Management Corp. 0.24% New 5,350 $425K
CENTRAL TRUST Co 0.01% Reduce -0.4% 5,348 $425K
Bragg Financial Advisors, Inc 0.02% Reduce -6.3% 5,333 $424K
Redwood Financial Network Corp 0.33% No change 5,326 $423K
Southeast Asset Advisors, LLC 0.05% No change 5,311 $422K
Stonebridge Financial Planning Group, LLC 0.20% Add +0.4% 5,285 $420K
Ariadne Wealth Management, LP 0.23% Reduce -14.3% 5,346 $419K
LifePro Asset Management 0.25% Reduce -43.4% 5,218 $414K
Rothschild Capital Partners, LLC 0.11% Add +2.0% 5,184 $412K
Buffington Mohr McNeal 0.07% Reduce -13.0% 5,136 $408K
Hollencrest Capital Management 0.02% Reduce -11.0% 5,071 $403K
Sequoia Financial Advisors, LLC 0.00% Add +0.1% 5,041 $400K
Essex Bank 0.10% Reduce -0.2% 5,042 $400K
Townsquare Capital LLC 0.00% Reduce -3.1% 5,031 $400K
Bigelow Investment Advisors, LLC 0.18% Add +4.7% 4,981 $396K
Csenge Advisory Group 0.02% Add +21.8% 5,010 $395K
Claris Advisors, LLC / Mo / 0.17% Add +10.6% 4,957 $394K
Quadrant Capital Group LLC 0.03% New 4,955 $394K
Main Management LLC 0.03% No change 4,954 $393K
Diversify Wealth Management, LLC 0.04% New 4,999 $393K
Robinson Smith Wealth Advisors LLC 0.33% Add +6.0% 4,941 $392K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -1.6% 4,929 $391K
Element Wealth, LLC 0.21% No change 4,918 $391K
1492 Capital Management LLC 0.20% New 4,918 $391K
Lifeworks Advisors, LLC 0.08% New 4,908 $390K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.8% 4,896 $389K
Private Client Services, LLC 0.21% Add +17.8% 4,886 $388K
Conrad Siegel Investment Advisors, Inc. 0.10% Add +21.0% 4,871 $387K
Anson Capital, Inc. 0.35% Reduce -48.6% 4,869 $387K
Compound Planning, Inc. 0.02% Reduce -60.0% 4,865 $386K
Cherry Creek Investment Advisors, Inc. 0.20% Reduce -3.0% 4,860 $386K
Altiora Financial Group, LLC 0.09% Add +0.1% 4,858 $386K
PFG Advisors 0.02% Reduce -21.0% 4,804 $382K
Tyche Wealth Partners LLC 0.09% Reduce -6.4% 4,786 $380K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -1.7% 4,753 $378K
ETF Portfolio Partners, Inc. 0.11% No change 4,711 $374K
Certuity, LLC 0.04% Reduce -2.6% 4,703 $374K
Penobscot Investment Management Company, Inc. 0.03% Reduce -7.9% 4,640 $369K
Delta Financial Group, Inc. 0.14% Add +33.8% 4,605 $366K
Sound View Wealth Advisors Group, LLC 0.03% Add +1.0% 4,597 $365K
DLK Investment Management, LLC 0.14% Reduce -25.3% 4,571 $363K
Freestate Advisors LLC 0.38% — 4,563 $362K
Leo Wealth, LLC 0.03% Add +0.1% 4,509 $358K
SC&H Financial Advisors, Inc. 0.08% Reduce -15.1% 4,500 $357K
Chicago Capital, LLC 0.01% No change 4,487 $356K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.10% No change 4,467 $355K
Clarity Capital Partners LLC 0.21% No change 4,445 $353K
Evolution Advisers, Inc. 0.19% No change 4,454 $353K
Great Waters Wealth Management 0.05% Reduce -1.0% 4,377 $348K
Ade, LLC 0.21% No change 4,354 $346K
Coastline Trust Co 0.04% No change 4,348 $345K
Seelaus Asset Management LLC 0.32% Add +26.1% 4,344 $345K
Stephens Consulting, LLC 0.09% Reduce -0.6% 4,340 $345K
Howard Wealth Management, LLC 0.20% Reduce -29.7% 4,316 $343K
Triton Financial Group Inc 0.22% Reduce -11.4% 4,313 $343K
Beacon Financial Group 0.04% Reduce -2.3% 4,307 $342K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +25.0% 4,298 $341K
Hanover Advisors Inc. 0.14% Reduce -11.2% 4,282 $340K
Stephens Group Asset Management, LLC 0.03% Reduce -1.7% 4,270 $339K
Foundations Investment Advisors, LLC 0.01% Reduce -19.8% 4,255 $338K
Lanark Financial, Inc. 0.03% Reduce -1.3% 4,241 $336K
Estate Counselors, LLC 0.03% Reduce -96.1% 4,226 $336K
First Foundation Advisors 0.01% No change 4,215 $335K
Pine Haven Investment Counsel, Inc 0.27% Reduce -34.2% 4,160 $330K
AdvisorNet Financial, Inc 0.02% Reduce -21.2% 4,160 $330K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.0% 4,160 $330K
Prepared Retirement Institute LLC 0.20% No change 4,115 $327K
Fifth Third Bancorp 0.00% Reduce -11.1% 4,105 $326K
Toth Financial Advisory Corp. 0.04% Reduce -5.6% 4,104 $326K
GC Wealth Management RIA, LLC 0.06% No change 4,074 $324K
Glen Eagle Advisors, LLC 0.05% Reduce -22.5% 4,072 $323K
SOA Wealth Advisors, LLC. 0.06% Reduce -1.2% 4,067 $323K
KPP Advisory Services LLC 0.08% Add +22.1% 4,058 $322K
Sweeney & Michel, LLC 0.13% Reduce -3.6% 4,076 $321K
Matisse Capital 0.16% Add +0.8% 4,030 $320K
SOL Capital Management CO 0.04% No change 4,020 $319K
Intrua Financial, LLC 0.05% Add +2.2% 3,985 $316K
Strid Group, LLC 0.05% Reduce -36.0% 3,929 $312K
Long Island Wealth Management, Inc. 0.20% Add +21.6% 3,925 $312K
Biltmore Family Office, LLC 0.05% Reduce -6.2% 3,900 $310K
Objectivity Squared, LLC 0.21% Add +13.8% 3,911 $308K
Life Planning Partners, Inc 0.27% No change 3,869 $307K
C2C Wealth Management, LLC 0.28% Reduce -0.6% 3,899 $306K
Cannon Financial Strategists, Inc. 0.05% No change 3,843 $305K
First Merchants Corp. 0.01% No change 3,784 $301K
Beaird Harris Wealth Management, LLC 0.03% Add +0.9% 3,782 $300K
WNY Asset Management, LLC 0.04% No change 3,771 $299K
Mayport, LLC 0.10% No change 3,759 $299K
Modern Wealth Management, LLC 0.02% Add +9.9% 3,744 $297K
Legacy Edge Advisors, LLC 0.05% Reduce -6.6% 3,729 $296K
Daymark Wealth Partners, LLC 0.01% New 3,720 $295K
International Assets Investment Management, LLC 0.02% Reduce -12.7% 3,713 $295K
Accel Wealth Management 0.11% Add +0.2% 3,676 $292K
GAMMA Investing LLC 0.03% Add +6.6% 3,663 $291K
Clark Asset Management, LLC 0.06% Reduce -36.6% 3,662 $291K
Harvest Investment Services, LLC 0.09% Add +2.6% 3,645 $289K
Williams Jones Wealth Management, LLC. 0.00% New 3,638 $289K
Advisors Asset Management, Inc. 0.01% Add +42.7% 3,637 $289K
Acorn Financial Advisory Services Inc. 0.05% No change 3,615 $287K
HB Wealth Management, LLC 0.00% Add +2.1% 3,600 $286K
Financial Advocates Investment Management 0.02% Add +0.3% 3,548 $282K
Tempus Wealth Planning, LLC 0.10% Reduce -9.6% 3,536 $281K
Tanager Wealth Management LLP 0.04% New 3,530 $280K
Centaurus Financial, Inc. 0.02% Reduce -41.3% 3,530 $280K
Viawealth, LLC 0.16% Add +3.7% 3,520 $280K
Private Portfolio Partners LLC 0.05% New 3,478 $276K
Econ Financial Services Corp 0.15% No change 3,423 $272K
Cornerstone Wealth Management, LLC 0.02% Add +0.1% 3,422 $272K
Paragon Private Wealth Management, LLC 0.13% Reduce -5.5% 3,404 $270K
Gateway Wealth Partners, LLC 0.07% Reduce -20.5% 3,397 $270K
KM Capital Management Ltd. 0.14% New 3,377 $268K
Bellecapital International Ltd. 0.05% No change 3,371 $268K
Riverview Capital Advisers, LLC 0.08% Reduce -10.6% 3,360 $267K
Vima LLC 0.54% New 3,325 $264K
Calton & Associates, Inc. 0.10% New 3,314 $263K
Interactive Financial Advisors, Inc. 0.14% Reduce -5.3% 3,302 $262K
Moseley Investment Management Inc. 0.10% Add +4.6% 3,258 $259K
Liberty Capital Management, Inc. 0.06% No change 3,255 $259K
New Insight Wealth Advisors 0.14% Reduce -3.0% 3,243 $258K
Tenon Financial LLC 0.17% Add +1.0% 3,243 $258K
Cambridge Capital Management, LLC 0.17% Reduce -2.9% 3,226 $256K
Conscious Wealth Investments, LLC 0.18% Reduce -31.4% 3,251 $255K
Tiaa Trust, National Association 0.00% Reduce -51.6% 3,211 $255K
Stratos Investment Management, LLC 0.02% New 3,168 $252K
Foster Group, Inc. 0.01% Add +1.0% 3,145 $250K
Thrive Capital Management, LLC 0.12% Reduce -33.1% 3,131 $249K
Kingswood Wealth Advisors, LLC 0.02% New 3,124 $248K
Covenant Asset Management, LLC 0.05% No change 3,116 $247K
HBW Advisory Services LLC 0.04% Reduce -11.9% 3,110 $247K
Kraft, Davis & Associates, LLC 0.07% Add +5.0% 3,132 $245K
New Century Financial Group, LLC 0.09% Add +1.5% 3,083 $245K
ARK & TLK Investments, LLC 0.09% No change 3,081 $245K
William Howard & Co Financial Advisors Inc 0.21% New 3,064 $243K
Logan Capital Management Inc. 0.01% Add +6.7% 3,052 $242K
International Private Wealth Advisors LLC 0.35% Add +4.5% 3,028 $240K
Dimension Capital Management LLC 0.05% No change 3,012 $239K
Harrington Investments, INC 0.13% No change 3,000 $238K
Stock Yards Bank & Trust Co. 0.01% New 2,990 $237K
Sterling Wealth Management, Inc. 0.09% New 2,972 $236K
Schechter Investment Advisors, LLC 0.02% No change 2,966 $236K
Guyasuta Investment Advisors Inc. 0.01% No change 2,961 $235K
Barnes Pettey Financial Advisors, LLC 0.19% Reduce -2.9% 2,951 $234K
Silver Oak Advisory Group, Inc. 0.12% Reduce -2.5% 2,954 $234K
Trinity Wealth Management, LLC 0.11% New 2,941 $234K
MAS Advisors LLC 0.50% No change 2,928 $233K
Lord, Abbett & Co. LLC 0.00% New 2,892 $230K
Grey Ledge Advisors, LLC 0.06% Reduce -23.2% 2,888 $229K
Cornerstone Planning Group LLC 0.06% Reduce -11.6% 2,915 $229K
Rooted Wealth Advisors, Inc. 0.10% Reduce -91.8% 2,908 $229K
Sax Wealth Advisors, LLC 0.02% No change 2,864 $227K
Investors Research Corp 0.05% Add +3.3% 2,835 $225K
Asset Planning Corporation 0.15% Reduce -75.0% 2,822 $224K
Marotta Asset Management 0.04% New 2,819 $224K
FineMark National Bank & Trust 0.01% New 2,810 $223K
Atlanta Consulting Group Advisors, LLC 0.06% New 2,808 $223K
WoodTrust Financial Corp 0.03% New 2,787 $221K
Marshall Financial Group, LLC 0.05% New 2,779 $221K
Von Berge Wealth Management Group, LLC 0.14% Reduce -11.1% 2,823 $221K
Schrum Private Wealth Management LLC 0.11% New 2,776 $220K
Activest Wealth Management 0.07% Add +1.0% 2,776 $220K
Cornell Pochily Investment Advisors, Inc. 0.08% Add +2.5% 2,760 $219K
Thoroughbred Financial Services, LLC 0.01% New 2,770 $219K
Stratos Wealth Advisors, LLC 0.01% Add +4.7% 2,755 $219K
Whitaker-Myers Wealth Managers, LTD. 0.07% Reduce -1.4% 2,735 $217K
Archford Capital Strategies, LLC 0.03% Add +0.1% 2,755 $217K
Hoge Financial Services, LLC 0.16% Reduce -43.9% 2,731 $217K
Spinnaker Investment Group, LLC 0.05% No change 2,718 $216K
Duncan Williams Asset Management, LLC 0.12% New 2,693 $214K
Main Street Financial Solutions, LLC 0.02% Reduce -3.9% 2,683 $213K
Conservest Capital Advisors, Inc. 0.02% No change 2,755 $213K
Roger Wittlin Investment Advisory, LLC 0.12% Add +1.0% 2,673 $212K
Wealth Management Associates, Inc. 0.09% Reduce -0.7% 2,669 $212K
Schaeffer Financial LLC 0.21% Add +1.0% 2,639 $210K
Financial & Tax Architects, LLC 0.05% Reduce -98.0% 2,610 $207K
Secure Asset Management, LLC 0.03% Reduce -2.8% 2,601 $207K
LVW Advisors, LLC 0.03% No change 2,600 $206K
Continental Investors Services, Inc. 0.42% New 2,598 $206K
Lodestar Private Asset Management LLC 0.03% New 2,586 $205K
Legacy Capital Wealth Partners, LLC 0.04% New 2,581 $205K
Obsidian Personal Planning Solutions LLC 0.11% New 2,601 $204K
JCIC Asset Management Inc. 0.08% New 2,560 $203K
Key Financial Inc 0.04% No change 2,553 $203K
Dunhill Financial, LLC 0.10% New 2,550 $203K
IVC Wealth Advisors LLC 0.11% Reduce -9.4% 2,522 $200K
Smartleaf Asset Management LLC 0.02% Add +3.8% 2,503 $199K
Manchester Capital Management LLC 0.02% No change 2,505 $199K
Nvwm, LLC 0.05% Reduce -6.3% 2,505 $199K
CoreCap Advisors, LLC 0.01% Reduce -17.8% 2,491 $198K
United Community Bank 0.07% Reduce -11.1% 2,386 $189K
Acropolis Investment Management, LLC 0.01% Reduce -80.8% 2,316 $184K
Hall Laurie J Trustee 0.06% No change 2,260 $179K
Heritage Wealth Advisors 0.01% Add +1.0% 2,246 $178K
Contravisory Investment Management, Inc. 0.04% No change 2,207 $175K
Avalon Trust Co 0.01% New 2,126 $169K
Breakwater Investment Management 0.07% Add +5.7% 2,002 $159K
NorthRock Partners, LLC 0.01% Add +15.3% 1,976 $157K
Ashton Thomas Securities, LLC 0.03% Add +2.4% 1,948 $155K
Operose Advisors LLC 0.05% Add +5408.6% 1,928 $153K
Bokf, NA 0.00% No change 1,819 $144K
Front Row Advisors LLC 0.05% Reduce -18.8% 1,809 $144K
Pacifica Partners Inc. 0.06% No change 1,779 $141K
Coppell Advisory Solutions LLC 0.02% Add +4190.2% 1,759 $140K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 1,719 $137K
Westchester Capital Management, Inc. 0.03% No change 1,715 $136K
Blume Capital Management, Inc. 0.03% No change 1,712 $136K
Motco 0.01% Add +1445.5% 1,700 $135K
Bristlecone Advisors, LLC 0.01% No change 1,695 $135K
Caldwell Trust Co 0.01% No change 1,675 $133K
Palouse Capital Management, Inc. 0.08% Reduce -6.6% 1,653 $131K
Capital Investment Advisory Services, LLC 0.01% Add +9.7% 1,624 $129K
S.A. Mason LLC 0.07% No change 1,600 $127K
Tower Research Capital LLC (TRC) 0.00% Add +631.0% 1,535 $122K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 1,514 $120K
Signaturefd, LLC 0.00% Reduce -48.8% 1,458 $116K
Tower View Wealth Management LLC 0.06% Reduce -3.4% 1,425 $113K
Macroview Investment Management LLC 0.11% Reduce -4.0% 1,423 $113K
FinTrust Capital Advisors, LLC 0.02% No change 1,375 $109K
VitalStone Financial, LLC 0.07% Add +0.4% 1,360 $108K
Caldwell Sutter Capital, Inc. 0.05% No change 1,348 $107K
Atticus Wealth Management, LLC 0.03% Add +0.5% 1,332 $106K
Westside Investment Management, Inc. 0.02% No change 1,303 $102K
Bangor Savings Bank 0.01% Add +11.5% 1,085 $86K
Sage Mountain Advisors LLC 0.01% Reduce -10.6% 1,084 $86K
Founders Financial Alliance, LLC 0.02% New 975 $77K
Trifecta Capital Advisors, LLC 0.02% No change 962 $76K
Toronto Dominion Bank 0.00% No change 960 $76K
SIMA Wealth Partners, LLC 0.06% No change 941 $75K
Bogart Wealth, LLC 0.00% No change 879 $70K
1620 Investment Advisors, Inc. 0.05% No change 866 $69K
Capital Advisors, Ltd. LLC 0.01% Add +0.5% 860 $68K
Federation des caisses Desjardins du Quebec 0.00% No change 831 $66K
Y.D. More Investments Ltd 0.01% No change 805 $64K
Moser Wealth Advisors, LLC 0.03% No change 800 $64K
Johnson Financial Group, Inc. 0.00% No change 800 $64K
Global Trust Asset Management, LLC 0.02% Reduce -4.8% 788 $63K
Sanctuary Wealth Management, L.L.C. 0.04% Reduce -9.2% 742 $59K
First Community Trust NA 0.05% New 738 $59K
Running Point Capital Advisors, LLC 0.02% No change 735 $58K
Canton Hathaway, LLC 0.01% Reduce -22.2% 700 $56K
Indiana Trust & Investment Management Co 0.02% Reduce -0.1% 656 $52K
McIlrath & Eck, LLC 0.01% No change 646 $51K
Baldwin Wealth Partners LLC 0.00% No change 640 $51K
M&R Capital Management Inc. 0.01% Add +0.8% 594 $47K
Venturi Wealth Management, LLC 0.00% Add +823.8% 582 $46K
Delta Asset Management LLC 0.00% Reduce -26.1% 553 $44K
EPG Wealth Management LLC 0.01% Add +0.0% 516 $41K
Tsfg, LLC 0.01% New 503 $40K
Northwest Financial Advisors 0.03% New 497 $39K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 488 $38K
Cape Investment Advisory, Inc. 0.02% Reduce -4.6% 475 $38K
Planned Solutions, Inc. 0.02% New 473 $38K
Financial Freedom, LLC 0.02% Reduce -0.4% 461 $37K
First Financial Corp. 0.02% No change 450 $36K
Colonial Trust Advisors 0.00% Add +404.5% 449 $36K
Islay Capital Management, LLC 0.02% No change 430 $34K
Wolff Wiese Magana LLC 0.02% No change 414 $33K
Elevation Wealth Partners, LLC 0.01% Add +1.0% 410 $33K
First Command Advisory Services, Inc. 0.00% New 410 $33K
Fortitude Family Office, LLC 0.01% Add +1.0% 404 $32K
Rothschild Investment LLC 0.00% No change 400 $32K
Sound Income Strategies, LLC 0.00% Reduce -41.5% 383 $30K
Financial Gravity Companies, Inc. 0.01% — 373 $30K
Frazier Financial Advisors, LLC 0.02% New 364 $29K
Beacon Capital Management, LLC 0.00% Add +26.4% 330 $26K
Gold Investment Management Ltd. 0.01% Add +0.9% 321 $25K
LGT Financial Advisors LLC 0.06% No change 311 $25K
Sunbelt Securities, Inc. 0.00% Add +0.3% 308 $24K
Financial Management Professionals, Inc. 0.00% No change 300 $24K
Sachetta, LLC 0.01% Reduce -18.5% 300 $24K
Iron Horse Wealth Management, LLC 0.01% No change 300 $24K
Asset Dedication, LLC 0.00% No change 300 $24K
Crewe Advisors LLC 0.00% Reduce -7.3% 291 $23K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -1.7% 290 $23K
Carolinas Wealth Consulting LLC 0.00% Add +36.7% 283 $22K
Carmichael Hill & Associates, Inc. 0.01% Reduce -51.2% 276 $22K
St. Johns Investment Management Company, LLC 0.01% New 257 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 245 $19K
TruNorth Capital Management, LLC 0.01% Add +0.9% 228 $18K
Tidemark, LLC 0.01% No change 226 $18K
LRI Investments, LLC 0.00% No change 227 $18K
Capital Analysts, LLC 0.00% Reduce -32.4% 211 $17K
Bellevue Asset Management, LLC 0.01% No change 200 $16K
St Germain D J Co. Inc. 0.00% Reduce -56.0% 179 $14K
Concord Wealth Partners 0.00% Reduce -80.7% 176 $14K
Concourse Financial Group Securities, Inc. 0.00% Reduce -49.4% 176 $14K
Rise Advisors, LLC 0.01% Reduce -47.8% 165 $13K
Wells Financial Advisors INC 0.02% New 157 $12K
Castleview Partners, LLC 0.01% Add +0.7% 154 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Aspire Private Capital, LLC 0.00% No change 142 $11K
Harbor Investment Advisory, LLC 0.00% Reduce -64.7% 142 $11K
Center for Financial Planning, Inc. 0.00% New 116 $9K
Missouri Trust & Investment Co 0.00% No change 112 $9K
Cullen/Frost Bankers, Inc. 0.00% New 101 $8K
Salomon & Ludwin, LLC 0.00% No change 93 $7K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -58.4% 92 $7K
First Personal Financial Services 0.00% No change 90 $7K
BlackRock, Inc. 0.00% — 82 $7K
Hobbs Group Advisors, LLC 0.00% No change 78 $6K
Cedar Mountain Advisors, LLC 0.00% Reduce -1.3% 76 $6K
New England Asset Management Inc. 0.00% No change 75 $6K
Hara Capital LLC 0.00% New 70 $6K
ORG Partners LLC 0.00% Reduce -88.4% 68 $5K
Morris Financial Concepts, Inc. 0.00% No change 68 $5K
AlphaMark Advisors, LLC 0.00% No change 60 $5K
First PREMIER Bank 0.00% Reduce -83.2% 68 $5K
Brown Brothers Harriman & Co. 0.00% New 60 $5K
POM Investment Strategies, LLC 0.00% New 58 $5K
Truvestments Capital LLC 0.00% New 53 $4K
MTM Investment Management, LLC 0.00% No change 52 $4K
TD Capital Management LLC 0.00% New 50 $4K
Northwest Capital Management Inc 0.00% No change 48 $4K
O'shaughnessy Asset Management, LLC 0.00% Add +4600.0% 47 $4K
Davis Capital Management 0.00% No change 46 $4K
Archer Investment Corp 0.00% Reduce -61.9% 40 $3K
REAP Financial Group, LLC 0.00% Reduce -15.0% 34 $3K
Colonial Trust Co / SC 0.00% No change 30 $2K
Cubist Systematic Strategies, LLC 0.00% No change 30 $2K
West Oak Capital, LLC 0.00% No change 25 $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
GPS Wealth Strategies Group, LLC 0.00% New 14 $1K
SJS Investment Consulting Inc. 0.00% No change 12 $954
Private Capital Management LLC 0.00% Reduce -93.0% 11 $874
New Millennium Group LLC 0.00% Add +12.5% 9 $652
Clear Investment Research, LLC 0.00% No change 6 $477
Values First Advisors, Inc. 0.00% No change 2 $167
Hoey Investments, Inc. 0.00% No change 1 $105
BNP Paribas 0.00% Reduce -100.0% 1 $79

"% 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.