Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q4 2024 (December 31)
1,328holders +78
72new positions
81sold out
7famous investors
$77.92avg. 13F price*

At the end of Q4 2024, 1,328 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 78 from Q3 2024. 72 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($4.8B), Prudential PLC ($1.5B) and Morgan Stanley ($1.2B). 7 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 Jim Simons / Peter Brown (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions72$153.4M
Exits81$587.2M

All 13F filers, Q3 2024 → Q4 2024: 28,300,582 shares bought and 32,463,261 shares sold, net −4,162,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,328 holders

Bank of America Corp. 0.44% Add +18.0% 61,050,360 $4.8B
Prudential PLC 7.51% Reduce -9.7% 19,025,231 $1.5B
Morgan Stanley 0.09% Reduce -6.0% 15,810,279 $1.2B
Japan Science & Technology Agency 10.95% Reduce -43.9% 8,200,000 $639.7M
Envestnet Asset Management Inc. 0.20% Add +12.0% 8,142,250 $635.2M
Wells Fargo & Company 0.11% Reduce -1.8% 6,009,322 $468.8M
Royal Bank of Canada 0.09% Add +0.5% 5,568,019 $434.4M
Vanguard Group Inc. 0.01% Add +6.2% 5,431,628 $423.7M
UBS Group AG 0.09% Add +7.2% 5,330,720 $415.8M
Barings LLC 9.65% Add +0.8% 5,149,957 $401.7M
American Family Investments, Inc. 19.06% Add +244.9% 5,042,000 $393.3M
D. E. Shaw & Co. 0.40% Add +10.6% 4,323,400 $337.3M
Nepc LLC 8.81% Reduce -1.8% 4,206,197 $328.1M
Raymond James Financial Inc. 0.10% — 3,301,383 $257.5M
Financial Engines Advisors L.L.C. 0.51% Add +2.1% 3,110,405 $242.6M
Goldman Sachs Group Inc. 0.05% Reduce -12.4% 3,089,623 $241.0M
LPL Financial LLC 0.10% Add +13.5% 3,052,140 $238.1M
Carlson Capital Management 10.15% Add +5.0% 2,981,093 $232.6M
Manufacturers Life Insurance Company, The 0.17% Add +8.3% 2,500,722 $195.1M
Corient Private Wealth LP 0.30% Add +2.9% 2,318,684 $180.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.58% Add +3.3% 2,156,665 $168.2M
Janney Montgomery Scott LLC 0.46% Add +71.7% 2,104,110 $164.1M
Mather Group, Llc. 2.10% Add +15.5% 2,077,677 $162.1M
Ameriprise Financial Inc. 0.04% Add +2.4% 1,867,240 $145.7M
Bank of New York Mellon Corp 0.03% Add +6.0% 1,822,411 $142.2M
Mercer Global Advisors Inc. 0.31% Reduce -12.7% 1,604,768 $125.2M
Truist Financial Corp. 0.19% Add +73.3% 1,584,861 $123.6M
Bank of Montreal 0.05% Add +15.6% 1,399,562 $109.2M
WestEnd Advisors, LLC 2.76% Add +95.5% 1,390,964 $108.5M
iA Global Asset Management Inc. 1.90% Add +13.7% 1,389,694 $108.4M
Cerity Partners LLC 0.23% Add +8.2% 1,380,432 $107.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.97% Reduce -19.3% 1,175,897 $92.3M
Keybank National Association 0.34% Reduce -4.8% 1,118,980 $87.3M
Steele Capital Management, Inc. 4.39% Add +6.1% 1,079,885 $84.2M
RW Investment Management LLC 10.24% Add +3.7% 1,077,107 $84.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.2% 1,052,494 $82.1M
Strategic Financial Services, Inc. 4.64% Add +4.0% 997,969 $77.9M
Modera Wealth Management, LLC 0.93% Add +15.9% 982,406 $76.6M
First Financial Bankshares Inc 1.65% Reduce -18.2% 980,279 $76.5M
MAI Capital Management 0.56% New 969,317 $75.6M
Smithfield Trust Co 3.64% Add +0.5% 937,315 $73.1M
Hilton Capital Management, LLC 6.31% Reduce -21.4% 934,403 $72.9M
Renaissance Technologies 0.10% Add +10.4% 904,200 $70.5M
Valeo Financial Advisors, LLC 1.97% Reduce -12.4% 1,247,033 $70.3M
Stifel Financial Corp. 0.07% Add +14.7% 876,324 $68.4M
Rappaport Reiches Capital Management, LLC 17.08% Add +13.6% 847,901 $66.1M
JPMorgan Chase & Co. 0.01% Reduce -82.0% 835,710 $65.2M
RiverFront Investment Group, LLC 1.47% Add +1.3% 829,730 $64.7M
Liquid Strategies, LLC 13.04% Add +42.6% 811,781 $63.3M
Commonwealth Equity Services, LLC 0.09% Reduce -0.9% 807,945 $63.0M
Victory Capital Management Inc. 0.06% Add +45.3% 803,194 $62.7M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -13.7% 794,256 $62.0M
Cetera Investment Advisers 0.12% Add +8.1% 755,890 $59.0M
Point72 Asset Management 0.16% No change 750,000 $58.5M
Focus Partners Wealth 0.15% Add +1.8% 735,058 $57.3M
Oakworth Capital, Inc. 3.91% Add +5.5% 728,273 $56.8M
Quantum Financial Planning Services, Inc. 31.42% — 726,052 $56.6M
Retirement Systems of Alabama 0.21% Reduce -3.5% 726,015 $56.6M
DAVENPORT & Co LLC 0.33% Add +8.7% 725,723 $56.6M
Creative Planning 0.06% Add +14.4% 725,601 $56.6M
BlueSky Wealth Advisors, LLC 8.84% Add +2.7% 724,647 $56.5M
Kohmann Bosshard Financial Services, LLC 6.73% Add +9.5% 718,732 $56.1M
Stonebridge Capital Advisors LLC 4.44% Add +7.0% 707,766 $55.2M
Rockbridge Investment Management, LCC 7.07% Add +5.7% 707,358 $55.2M
Busey Bank 1.81% Add +3.6% 706,770 $55.1M
Beacon Investment Advisory Services, Inc. 2.39% Reduce -7.5% 706,560 $55.1M
Bartlett & Co. Wealth Management LLC 0.80% Reduce -1.0% 704,835 $55.0M
Lutz Financial Services LLC 4.25% Add +5.3% 673,979 $52.6M
Mariner, LLC 0.09% Add +5.8% 670,992 $52.3M
Stephens Inc. 0.72% Reduce -1.7% 657,364 $51.3M
First National Bank & Trust Co. of Newtown 10.17% Reduce -1.0% 624,697 $48.7M
Total Wealth Planning, LLC 7.54% Add +1.0% 620,505 $48.4M
TD Private Client Wealth LLC 1.34% Reduce -4.3% 613,091 $47.8M
Baird Financial Group, Inc. 0.09% Add +50.3% 599,905 $46.8M
Benjamin Edwards Inc. 0.66% Add +7.8% 588,250 $45.9M
Resonant Capital Advisors, LLC 3.22% Add +8.0% 566,178 $44.2M
Capital Investment Services of America, Inc. 4.14% Reduce -0.3% 557,205 $43.5M
Essential Planning, LLC. 0.27% Add +6026.9% 535,983 $42.0M
North Star Investment Management Corp. 2.92% Add +45.5% 536,436 $41.8M
Eaton-Cambridge Inc. 18.30% Add +13.2% 525,675 $41.0M
Zurich Insurance Group Ltd 0.33% No change 512,721 $40.0M
BCK Partners, Inc. 24.12% Reduce -17.2% 504,478 $39.4M
Proffitt & Goodson Inc. 6.38% Add +3.0% 492,871 $38.4M
MML Investors Services, LLC 0.13% Add +8.7% 492,747 $38.4M
Allen Investment Management, LLC 0.43% Add +59.1% 479,013 $37.4M
HighTower Advisors, LLC 0.05% Reduce -3.9% 464,082 $36.2M
Franklin Resources Inc. 0.01% Add +3.3% 451,876 $35.3M
Adaptive Financial Consulting, LLC 14.61% Reduce -0.3% 451,424 $35.2M
AAFMAA Wealth Management & Trust LLC 15.36% Add +5.1% 449,266 $35.0M
Essex LLC 7.36% Add +2.0% 449,213 $35.0M
Fisher Asset Management 0.01% Reduce -17.5% 444,670 $34.7M
Patriot Investment Management Group, Inc. 2.58% Reduce -0.8% 442,838 $34.5M
Brandywine Oak Private Wealth LLC 3.34% Reduce -2.6% 437,849 $34.2M
Osaic Holdings, Inc. 0.08% Reduce -50.1% 429,428 $33.5M
Nisa Investment Advisors, LLC 0.13% Add +72.5% 422,092 $32.9M
Bank of Nova Scotia 0.06% Reduce -42.3% 414,193 $32.4M
Wealthspire Advisors, LLC 0.32% Add +0.7% 412,773 $32.2M
Kestra Private Wealth Services, LLC 0.55% Reduce -8.6% 410,553 $32.0M
Northwest Bancshares, Inc. 5.92% Reduce -3.2% 409,656 $32.0M
Wealth Enhancement Advisory Services, LLC 0.06% Add +1.2% 409,458 $31.9M
Longview Financial Advisors LLC 21.39% — 408,193 $31.8M
American Financial Advisors, LLC 4.46% Add +0.5% 405,602 $31.6M
Allworth Financial LP 0.17% Add +0.6% 404,673 $31.6M
Efficient Advisors, LLC 2.03% Add +3.0% 405,067 $31.6M
Exencial Wealth Advisors, LLC 1.11% Add +3.0% 386,353 $30.1M
Aptus Capital Advisors, LLC 0.36% Reduce -7.5% 385,557 $30.1M
1834 Investment Advisors Co. 3.78% Reduce -2.2% 383,089 $29.9M
Neuberger Berman Group LLC 0.02% No change 373,270 $29.1M
Sunburst Financial Group, LLC 7.17% Reduce -8.0% 371,972 $29.0M
American Money Management, LLC 5.63% Add +7.2% 369,996 $28.9M
Creative Financial Designs Inc. 2.33% Reduce -6.3% 367,650 $28.7M
Howard Capital Management Group, LLC 1.96% Reduce -0.4% 367,138 $28.6M
NewEdge Wealth, LLC 0.49% Reduce -35.2% 364,677 $28.4M
Bath Savings Trust Co 2.82% Add +0.3% 355,365 $27.7M
Towneley Capital Management, Inc / DE 6.35% Add +2.5% 342,540 $26.7M
Mesirow Financial Investment Management, Inc. 0.52% Reduce -48.1% 338,550 $26.4M
Bouchey Financial Group, Ltd. 2.26% Add +38.9% 331,247 $25.8M
Goodman Financial Corp 5.50% Add +0.4% 330,154 $25.8M
Old National Bancorp 0.61% Add +7.9% 328,891 $25.7M
Cwm, LLC 0.11% Add +0.9% 326,454 $25.5M
NorthCoast Asset Management LLC 0.13% Add +1324.7% 326,334 $25.5M
State Farm Mutual Automobile Insurance Co. 0.02% Add +0.0% 325,593 $25.4M
Albion Financial Group 1.73% Add +6.4% 324,898 $25.3M
Waverly Advisors, LLC 0.39% Add +2.7% 324,444 $25.3M
Principal Financial Group Inc. 0.01% Reduce -44.7% 324,319 $25.3M
State of Wisconsin Investment Board 0.07% No change 324,000 $25.3M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -1.0% 323,509 $25.2M
Wescott Financial Advisory Group, LLC 2.58% Reduce -0.6% 319,010 $24.9M
Private Management Group Inc. 0.90% Reduce -7.3% 318,916 $24.9M
White Lighthouse Investment Management Inc. 4.37% Add +0.6% 318,884 $24.9M
Siligmueller & Norvid Wealth Advisors LLC 10.40% — 312,869 $24.4M
Bray Capital Advisors 6.33% Reduce -3.3% 299,681 $23.4M
Fischer Financial Services, Inc. 7.36% — 299,554 $23.4M
Maryland Capital Advisors Inc. 10.62% Add +0.7% 293,603 $22.9M
Condor Capital Management 2.02% Add +3.0% 293,257 $22.9M
Cypress Financial Planning LLC 8.38% Add +7.9% 292,900 $22.8M
CIBC Private Wealth Group LLC 0.04% Add +1.1% 292,681 $22.8M
Comerica Bank 0.09% Reduce -7.0% 289,982 $22.6M
Pinnacle Financial Partners Inc 0.45% Add +1.4% 280,553 $22.2M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -23.7% 282,667 $22.1M
&partners 0.26% Add +48.6% 281,800 $22.0M
Wolff Financial Management LLC 6.06% Add +2.9% 280,066 $21.8M
Leonard Rickey Investment Advisors P.L.L.C. 4.97% Add +5.9% 276,404 $21.6M
Beacon Financial Strategies CORP 14.17% Add +2.8% 271,939 $21.2M
Rockefeller Capital Management L.P. 0.05% Add +19.3% 271,935 $21.2M
Graves Light Lenhart Wealth, Inc. 2.63% Add +3.7% 271,651 $21.2M
NewEdge Advisors, LLC 0.13% Reduce -19.3% 270,841 $21.1M
Johnson Bixby & Associates, LLC 3.21% Add +9.0% 269,280 $21.0M
Executive Wealth Management, LLC 1.63% Add +2.6% 266,966 $20.8M
Market Street Wealth Management Advisors LLC 3.44% Add +1.8% 262,487 $20.5M
Captrust Financial Advisors 0.06% Reduce -0.5% 260,377 $20.3M
Montis Financial, LLC 6.26% Reduce -2.7% 259,965 $20.3M
William Mack & Associates, Inc. 21.20% — 259,556 $20.2M
AllSquare Wealth Management LLC 11.52% Reduce -3.0% 256,819 $20.0M
Robinson Value Management, Ltd. 13.13% Add +202.0% 254,961 $19.9M
Matrix Trust Co 3.43% Reduce -1.5% 253,334 $19.8M
Bear Mountain Capital, Inc. 7.68% Reduce -0.6% 252,373 $19.7M
EverSource Wealth Advisors, LLC 1.10% Reduce -3.2% 250,642 $19.6M
OneAscent Financial Services LLC 1.66% New 250,310 $19.5M
FIDELIS iM, LLC 9.42% Add +3.4% 245,901 $19.2M
ShankerValleau Wealth Advisors, Inc. 6.09% Reduce -9.2% 243,260 $19.0M
Kwmg, LLC 1.91% Add +1.4% 237,645 $18.5M
Farmers & Merchants Investments Inc. 0.58% Add +7.4% 235,888 $18.4M
Wealth Management Nebraska 2.95% — 232,505 $18.1M
Atwood & Palmer Inc. 1.21% Reduce -5.0% 225,943 $17.6M
Unison Advisors LLC 2.08% Reduce -3.5% 224,175 $17.5M
Montag A & Associates Inc. 0.83% Reduce -3.9% 223,623 $17.4M
First National Trust Co 0.64% Add +5.4% 219,591 $17.1M
Coyle Financial Counsel LLC 5.41% Add +11.8% 219,321 $17.1M
Mason & Associates Inc 4.01% Add +26.7% 218,428 $17.0M
Marion Wealth Management 4.51% Add +2.4% 217,956 $17.0M
Trustmark Bank Trust Department 1.26% Add +1.6% 216,853 $16.9M
Pittenger & Anderson Inc. 0.61% Add +10.1% 213,928 $16.7M
Sequoia Financial Advisors, LLC 0.16% Add +4087.9% 211,114 $16.5M
Asset Management Group, Inc. 2.93% Reduce -14.1% 210,901 $16.5M
Macquarie Group Ltd. 0.02% No change 210,551 $16.4M
Whelan Financial 6.39% Add +1.6% 208,288 $16.2M
Curbstone Financial Management Corp 3.41% Reduce -1.9% 206,486 $16.1M
MassMutual Private Wealth & Trust, FSB 0.45% Add +2.2% 205,631 $16.0M
RFG Advisory, LLC 0.45% Add +9.1% 203,612 $15.9M
JBGlobal.com LLC 16.68% — 202,444 $15.8M
Employees' Retirement Fund of the City of Fort Worth 7.36% Reduce -49.7% 202,264 $15.8M
Gould Asset Management LLC 3.30% Reduce -0.7% 201,018 $15.7M
Rodgers & Associates, LTD 1.87% Add +21.6% 200,632 $15.7M
Ami Investment Management Inc. 5.08% Add +8.3% 200,540 $15.6M
Centiva Capital, LP 0.59% New 200,000 $15.6M
PNC Financial Services Group, Inc. 0.01% Add +26.0% 199,056 $15.5M
VSM Wealth Advisory, LLC 5.45% — 195,852 $15.3M
Orion Porfolio Solutions, LLC 0.15% Reduce -4.1% 193,149 $15.1M
Orion Portfolio Solutions, LLC 0.15% Reduce -4.1% 193,149 $15.1M
Howe & Rusling Inc. 1.29% Add +1.6% 192,022 $15.0M
Patten & Patten Inc. 0.99% Add +45.7% 191,528 $14.9M
Fifth Third Securities, Inc. 1.26% Add +2.3% 190,711 $14.9M
Paulson Wealth Management Inc. 4.05% Add +3.9% 190,183 $14.8M
Firestone Capital Management 3.68% Add +7.5% 190,035 $14.8M
Union Bancaire Privee, UBP SA 0.26% — 189,299 $14.7M
Private Advisor Group, LLC 0.08% Add +0.5% 188,665 $14.7M
United Services Automobile Association 0.47% Add +0.1% 185,943 $14.5M
TL Private Wealth 6.48% Add +3.3% 185,432 $14.5M
Arkos Global Advisors 2.12% Reduce -70.4% 185,373 $14.5M
Wood Tarver Financial Group, LLC 4.80% — 184,012 $14.4M
Zhang Financial LLC 0.82% Add +354.1% 183,470 $14.3M
Hiley Hunt Wealth Management 7.82% Add +12.5% 180,759 $14.1M
Wealthspire Retirement, LLC 1.11% Add +7.1% 179,965 $14.0M
WBH Advisory Inc. 1.30% Add +17.1% 179,858 $14.0M
Sage Financial Management Group, Inc. 5.18% Add +5.9% 179,423 $14.0M
Hassell Wealth Management, LLC 5.63% Add +8.3% 178,187 $14.0M
Grey Fox Wealth Advisors, LLC 3.83% Reduce -1.5% 178,936 $14.0M
Van Strum & Towne Inc. 4.81% Reduce -8.1% 175,389 $13.7M
Cordant, Inc. 7.16% Add +3.0% 174,468 $13.6M
Osborne Partners Capital Management, LLC 0.78% Add +1.1% 173,516 $13.5M
Alliancebernstein L.P. 0.00% Add +1.4% 172,842 $13.5M
Tandem Wealth Advisors LLC 6.84% Add +7.6% 171,847 $13.4M
Asio Capital, LLC 2.50% Add +7.3% 169,322 $13.2M
Stordahl Capital Management, Inc. 3.10% Add +6.6% 168,196 $13.1M
Capital Group Private Client Services, Inc. 0.12% No change 168,148 $13.1M
Financial Strategies Group, Inc. 3.10% Add +1.3% 166,442 $12.9M
WESCAP Management Group, Inc. 3.11% Reduce -9.1% 164,347 $12.8M
Twele Capital Management, Inc. 2.71% Add +3.4% 163,729 $12.8M
OneDigital Investment Advisors LLC 0.15% Add +3.5% 160,401 $12.5M
Choreo, LLC 0.18% Add +107.5% 160,194 $12.5M
Level Financial Advisors 4.57% Add +7.0% 159,696 $12.5M
Fairview Capital Investment Management, LLC 0.64% Add +1.9% 157,967 $12.3M
Gradient Capital Advisors, LLC 3.92% Add +7.8% 155,889 $12.2M
Valmark Advisers, Inc. 0.19% Add +36.9% 155,115 $12.1M
Urban Financial Advisory Corp 6.64% Add +0.1% 154,979 $12.1M
CW Advisors, LLC 0.17% Add +3.3% 154,589 $12.1M
Goldstone Financial Group, LLC 1.89% Add +8.0% 154,439 $12.0M
Lowe Wealth Advisors, LLC 5.06% Reduce -2.0% 152,242 $11.9M
International City Management Association Retirement Corp 7.29% Add +23.0% 151,900 $11.8M
TAGStone Capital, Inc. 5.72% Add +17.5% 148,952 $11.6M
Shufro Rose & Co. LLC 0.91% Add +53.4% 148,766 $11.6M
Staley Capital Advisers Inc. 0.51% Add +9.9% 148,310 $11.6M
Parallel Advisors, LLC 0.26% Reduce -6.5% 148,244 $11.6M
United Capital Financial Advisors, LLC 0.10% Reduce -7.3% 147,558 $11.5M
Marshall Wace, LLP 0.01% Reduce -16.8% 146,700 $11.4M
Rialto Wealth Management, LLC 3.73% — 144,719 $11.3M
UG Investment Advisers Ltd. 4.41% No change 144,516 $11.3M
Members Trust Co 0.39% Add +0.2% 144,462 $11.3M
Larson Financial Group LLC 0.57% Reduce -10.5% 141,540 $11.0M
Grove Bank & Trust 1.49% Add +9.1% 137,607 $10.7M
Vise Technologies, Inc. 0.89% Add +7.7% 136,459 $10.6M
Apella Capital, LLC 0.41% Add +212.7% 136,098 $10.6M
Cherry Tree Wealth Management, LLC 2.62% Reduce -1.4% 135,498 $10.6M
Sheets Smith Investment Management 8.93% — 135,045 $10.5M
Beese Fulmer Investment Management, Inc. 0.89% Add +16.1% 134,463 $10.5M
MIdWestOne Financial Group, Inc. 1.45% Reduce -23.1% 132,194 $10.3M
Principal Securities, Inc. 0.23% Reduce -3.0% 131,932 $10.3M
Studio Investment Management LLC 2.16% Add +0.9% 130,252 $10.2M
US Financial Advisors, LLC 3.12% Add +2.9% 130,092 $10.1M
Horizon Investment Services, LLC 4.24% Reduce -5.7% 127,700 $10.0M
Quattro Financial Advisors LLC 2.56% Add +16.9% 126,864 $9.9M
Checchi Capital Advisers, LLC 0.74% Add +5.7% 126,933 $9.9M
Financial & Tax Architects, LLC 2.52% Add +4751.6% 126,628 $9.9M
Sanctuary Advisors, LLC 0.06% Reduce -1.3% 125,889 $9.9M
Capstone Capital LLC 8.06% Add +4.1% 126,355 $9.9M
WASHINGTON TRUST Co 0.35% Reduce -3.5% 124,673 $9.7M
McMill Wealth Management 3.93% — 124,290 $9.7M
Parkside Advisors LLC 2.28% Add +0.4% 123,804 $9.7M
Chesapeake Wealth Management 3.27% Add +2.8% 122,343 $9.5M
Providence First Trust Co 3.58% Reduce 0.0% 121,900 $9.5M
DecisionPoint Financial, LLC 2.87% Add +13.3% 120,195 $9.4M
Atlantic Edge Private Wealth Management, LLC 2.88% Reduce -3.5% 119,388 $9.3M
Stone Summit Wealth LLC 3.12% Add +4.8% 119,290 $9.3M
BCS Wealth Management 2.30% Add +16.7% 118,718 $9.3M
Factor Wealth Management LTD 3.06% — 118,057 $9.2M
NBT Bank, N.A. 0.64% Add +2.1% 117,598 $9.2M
Roundview Capital LLC 0.64% Add +21.1% 116,849 $9.1M
Vantagepoint Investment Advisers LLC 1.46% No change 116,800 $9.1M
Minot DeBlois Advisors LLC 8.28% — 116,274 $9.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -1.8% 115,997 $9.0M
Avantax Advisory Services, Inc. 0.06% Reduce -7.2% 115,612 $9.0M
Vista Investment Management 3.38% Add +1.8% 114,316 $8.9M
Montecito Bank & Trust 1.54% Reduce -1.2% 114,138 $8.9M
Pointe Capital Management LLC 5.08% Add +1.9% 113,360 $8.8M
Seaside Wealth Management, Inc. 3.23% Add +21.4% 113,120 $8.8M
Whitegate Investment Counselors, Inc. 3.01% Reduce -23.6% 112,606 $8.8M
Atria Investments, Inc 0.11% Add +50.2% 112,466 $8.8M
Atria Wealth Solutions, Inc. 0.10% Add +6.1% 112,094 $8.7M
Robertson Stephens Wealth Management, LLC 0.31% Add +37.2% 112,075 $8.7M
Magnus Financial Group LLC 0.85% Add +3.4% 111,942 $8.7M
Obermeyer Wealth Partners 0.45% Add +13.0% 111,924 $8.7M
Florin Court Capital LLP 9.01% Add +95.1% 111,204 $8.7M
SouthState Bank Corp 0.57% Reduce -7.9% 110,935 $8.7M
World Investment Advisors 0.24% Add +19.5% 110,772 $8.6M
Penserra Capital Management LLC 0.16% Add +33.1% 109,462 $8.5M
Independence Asset Advisors, LLC 38.94% Add +487.0% 107,894 $8.4M
Baskin Financial Services Inc. 0.67% Add +296.1% 107,703 $8.4M
B. Riley Wealth Advisors, Inc. 0.27% Reduce -15.3% 105,423 $8.2M
Sigma Investment Counselors Inc. 0.48% Add +0.5% 105,390 $8.2M
Thrivent Financial for Lutherans 0.02% Add +34.5% 104,362 $8.1M
Leavell Investment Management, Inc. 0.40% Add +3.0% 103,906 $8.1M
SpringVest Wealth Management LLC 6.90% — 103,182 $8.0M
Rossmore Private Capital 0.99% Add +1.6% 102,925 $8.0M
Powers Advisory Group, LLC 3.94% Reduce -0.7% 100,758 $7.9M
Mountain Pacific Investment Advisers LLC 0.55% Reduce -2.9% 100,234 $7.8M
Cliffwater LLC 1.91% Reduce -0.8% 100,189 $7.8M
Disciplined Investments, LLC 3.83% Add +5.9% 99,467 $7.8M
Fort Vancouver Investment Management, LLC 6.55% Add +2.3% 98,955 $7.7M
Prospera Financial Services Inc 0.18% Add +446.6% 98,780 $7.7M
Milestone Investment Advisors LLC 2.09% Add +7.5% 98,670 $7.7M
First Horizon Advisors, Inc. 0.21% Reduce -0.9% 98,228 $7.7M
RFG - Bristol Wealth Advisors, LLC 2.50% — 97,551 $7.6M
Peddock Capital Advisors, LLC 1.81% Add +7.1% 96,919 $7.6M
Telos Capital Management, Inc. 0.80% Add +29.7% 96,553 $7.5M
Mustard Seed Financial, LLC 6.11% Add +7.5% 96,454 $7.5M
IMZ Advisory Inc 3.43% Add +3.1% 96,302 $7.5M
Oakwell Private Wealth Management, LLC 2.06% Add +18.2% 93,999 $7.3M
Luminvest Wealth Management LLC 2.96% Add +4.1% 93,886 $7.3M
Anchor Capital Advisors LLC 0.21% Reduce -2.4% 93,490 $7.3M
Investments & Financial Planning, LLC 4.44% Add +2.2% 92,314 $7.2M
Everett Harris & Co. 0.09% Reduce -0.2% 92,165 $7.2M
Curtis Advisory Group, LLC 1.87% Add +10.0% 90,805 $7.1M
Citadel Advisors 0.01% Reduce -95.2% 89,971 $7.0M
Sigma Planning Corp 0.22% Reduce -27.9% 89,948 $7.0M
Forbes Financial Planning, Inc. 3.39% Reduce -2.1% 89,724 $7.0M
Hurlow Wealth Management Group, Inc. 2.17% Add +7.1% 88,911 $6.9M
Citigroup Inc. 0.01% Add +54.4% 88,689 $6.9M
Certified Advisory Corp 0.75% Add +13.2% 88,398 $6.9M
Sumitomo Mitsui Financial Group, Inc. 0.09% Reduce -1.3% 88,349 $6.9M
Foundation Wealth Management, LLC\PA 3.32% — 87,880 $6.9M
Country Club Bank 0.46% Reduce -3.1% 87,684 $6.8M
Harbour Trust & Investment Management Co 0.77% Add +3.8% 86,877 $6.8M
Oppenheimer & Co. Inc. 0.10% Reduce -3.0% 86,829 $6.8M
Boston Family Office LLC 0.46% Reduce -3.9% 86,646 $6.8M
Leading Edge Financial Planning LLC 2.22% Add +268.1% 86,598 $6.8M
Garden State Investment Advisory Services LLC 2.08% Reduce -0.8% 86,359 $6.7M
Transamerica Financial Advisors, LLC 0.67% Add +29.2% 86,275 $6.7M
Phillips Financial Management, LLC 0.53% Reduce -15.2% 86,247 $6.7M
Galvin, Gaustad & Stein, LLC 0.60% Reduce -3.8% 84,422 $6.6M
Lighthouse Financial LLC 5.30% — 83,723 $6.5M
D.A. Davidson & Co. 0.05% Reduce -5.3% 82,736 $6.5M
Evergreen Capital Management LLC 0.21% Reduce -7.4% 82,458 $6.4M
Catalyst Capital Advisors LLC 0.14% No change 81,223 $6.3M
Sharper & Granite LLC 2.76% Add +2.8% 80,470 $6.3M
Rezny Wealth Management, Inc. 1.54% Add +11.7% 80,202 $6.3M
Bryn Mawr Trust Advisors, LLC 0.34% Reduce -1.5% 79,947 $6.2M
First American Trust, FSB 0.62% Add +22.6% 79,766 $6.2M
Assetmark, Inc. 0.02% Reduce -2.2% 79,602 $6.2M
Whittier Trust Co. 0.08% Reduce -6.5% 79,330 $6.2M
Farther Finance Advisors, LLC 0.22% Reduce -3.7% 79,087 $6.2M
Bar Harbor Wealth Management 0.40% Add +23.2% 78,556 $6.1M
Ameritas Investment Partners, Inc. 0.20% Add +1.2% 78,313 $6.1M
W.H. Cornerstone Investments Inc. 4.07% Add +2.3% 78,150 $6.1M
Summit Financial, LLC 0.21% Add +63.1% 77,660 $6.1M
Black Diamond Financial, LLC 0.90% Reduce -12.3% 77,193 $6.0M
Middleton & Co. Inc. 0.65% Reduce -2.4% 75,803 $5.9M
Planning Directions Inc. 3.40% Reduce -6.3% 75,098 $5.9M
Integrated Advisors Network LLC 0.28% Reduce -22.0% 74,603 $5.8M
Arrow Financial Corp 0.55% Reduce -4.4% 74,421 $5.8M
Zacks Investment Management 0.05% Reduce -29.5% 74,343 $5.8M
Freedom Investment Management, Inc. 0.48% Add +3.4% 74,317 $5.8M
Tide Cove Capital Partners LLC 4.97% — 74,182 $5.8M
Meitav Investment House Ltd. 0.10% Reduce -0.4% 73,852 $5.8M
Perennial Advisors, LLC 1.24% — 73,104 $5.7M
Forza Wealth Management, LLC 2.56% Add +81.8% 71,978 $5.6M
Trellis Wealth Advisors LLC 2.81% Add +2.3% 71,623 $5.6M
Flputnam Investment Management Co. 0.10% Reduce -12.9% 71,601 $5.6M
Madison Asset Management, LLC 0.06% Reduce -1.7% 71,599 $5.6M
Madison Investment Advisors, LLC 0.06% — 71,599 $5.6M
Gray Wealth Management Inc. 2.12% Add +17.5% 71,521 $5.6M
Resona Asset Management Co.,Ltd. 0.03% Reduce -10.5% 71,078 $5.5M
Meridian Wealth Management, LLC 0.26% Add +0.3% 70,776 $5.5M
Glenview Trust Co 0.10% Add +0.7% 70,323 $5.5M
Vicus Capital 0.49% Add +232.7% 70,160 $5.5M
Agf Management Ltd. 0.03% Reduce -10.8% 70,123 $5.5M
Equita Financial Network, Inc. 1.96% Add +3.5% 69,553 $5.4M
Mma Asset Management LLC 2.35% Reduce -62.8% 68,890 $5.4M
Addison Capital Co 2.14% Add +0.9% 68,847 $5.4M
Nwam LLC 0.33% Add +5.0% 68,738 $5.4M
Hobart Private Capital, LLC 1.33% Add +9.4% 68,653 $5.4M
Strategic Investment Solutions, Inc. 1.79% Add +57.3% 69,218 $5.4M
Axxcess Wealth Management, LLC 0.13% Reduce -7.0% 68,028 $5.3M
Phoenix Financial Ltd. 0.07% Reduce -3.0% 67,890 $5.3M
Sagace Wealth Management LLC 3.95% Add +168.8% 67,625 $5.3M
Rockwood Wealth Management, LLC 0.56% Reduce -73.9% 66,920 $5.2M
Arcataur Capital Management LLC 1.75% Reduce -0.3% 66,515 $5.2M
Wealthspan Partners, LLC 2.46% Add +67.3% 66,149 $5.2M
AA Financial Advisors, LLC 1.37% Reduce -7.3% 65,774 $5.1M
Virtue Capital Management, LLC 1.03% Add +1.0% 65,717 $5.1M
Blue Trust, Inc. 0.07% Add +0.1% 65,119 $5.1M
Clifford Swan Investment Counsel LLC 0.18% Reduce -0.6% 64,936 $5.1M
DDD Partners, LLC 0.62% Add +11.4% 64,870 $5.1M
Millennium Management 0.00% Reduce -21.4% 64,493 $5.0M
Verdence Capital Advisors LLC 0.40% Add +5.4% 64,236 $5.0M
Perigon Wealth Management, LLC 0.12% Add +13.5% 63,803 $5.0M
Cascade Wealth Advisors, Inc 3.37% Add +41.3% 63,777 $5.0M
Koshinski Asset Management, Inc. 0.42% Reduce -20.9% 63,616 $5.0M
Courier Capital LLC 0.34% Reduce -13.0% 63,555 $5.0M
American Trust 0.38% Reduce -3.6% 63,382 $4.9M
Invesco Ltd. 0.00% Add +2.7% 62,850 $4.9M
Independent Advisor Alliance 0.06% New 62,738 $4.9M
Pure Financial Advisors, LLC 0.11% Add +7.7% 62,547 $4.9M
Global Retirement Partners, LLC 0.14% Add +5.2% 61,640 $4.8M
CWA Asset Management Group, LLC 0.24% Add +648.7% 61,455 $4.8M
Florida Trust Wealth Management Co 0.15% Add +18.1% 60,942 $4.8M
Scotia Capital Inc. 0.03% Add +12.8% 60,904 $4.8M
Headinvest, LLC 0.90% Reduce -7.0% 60,893 $4.8M
Climber Capital SA 3.90% — 82,600 $4.7M
Fca Corp. 1.48% Reduce -8.9% 60,710 $4.7M
Composition Wealth, LLC 0.09% Add +6.1% 59,926 $4.7M
Cardiff Park Advisors, LLC 0.45% Add +0.6% 59,873 $4.7M
Massachusetts Wealth Management 2.88% Add +0.8% 59,872 $4.7M
Mgo One Seven LLC 0.18% Add +19.5% 59,459 $4.6M
Anchor Investment Management, LLC 0.43% Add +1.4% 59,409 $4.6M
D.B. Root & Company, LLC 1.47% Add +5.4% 59,192 $4.6M
Grand Wealth Management, LLC 2.57% Add +12.9% 59,013 $4.6M
Harbour Investments, Inc. 0.13% Add +5.1% 58,809 $4.6M
Oak Harvest Investment Services 0.64% Add +48.4% 58,540 $4.6M
Warwick Investment Management, Inc. 0.93% New 58,135 $4.5M
Novare Capital Management LLC 0.38% Reduce -9.6% 58,025 $4.5M
Sheets Smith Wealth Management 0.55% Add +10.9% 57,589 $4.5M
Arbor Trust Wealth Advisors, LLC 2.08% Reduce -8.7% 57,001 $4.4M
Thomasville National Bank 0.31% Reduce -3.7% 55,979 $4.4M
Transcend Capital Advisors, LLC 0.31% Add +54.5% 55,592 $4.3M
Family Manage LLC 0.70% Reduce -25.6% 55,256 $4.3M
Capasso Planning Partners LLC 1.72% Add +10.5% 55,220 $4.3M
Bedel Financial Consulting, Inc. 0.59% Add +2.6% 54,613 $4.3M
JNBA Financial Advisors 0.44% Add +2.6% 54,631 $4.3M
Synovus Financial Corp. 0.05% Reduce -46.7% 54,625 $4.3M
Lauer Wealth, LLC 2.82% Add +91.7% 54,074 $4.2M
Juncture Wealth Strategies, LLC 1.56% Add +0.9% 53,706 $4.2M
Bull Street Advisors, LLC 2.01% Reduce -3.3% 53,572 $4.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.24% Reduce -3.9% 53,348 $4.2M
PrairieView Partners, LLC 0.43% Reduce -92.2% 52,740 $4.1M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -24.4% 52,431 $4.1M
Silver Oak Wealth Advisors Services, LLC 3.53% — 52,255 $4.1M
Presilium Private Wealth, LLC 0.93% Reduce -0.1% 51,777 $4.0M
Fiduciary Group, LLC 0.40% Reduce -0.4% 50,531 $3.9M
Easterly Investment Partners LLC 0.31% No change 50,244 $3.9M
Websterrogers Financial Advisors, LLC 1.36% Add +2.1% 50,183 $3.9M
LFA - Lugano Financial Advisors SA 2.56% Reduce -5.7% 50,115 $3.9M
Linscomb Wealth, Inc. 0.19% Add +0.4% 50,066 $3.9M
HM Payson & Co. 0.07% Add +23.9% 49,576 $3.9M
Patten Group, Inc. 0.86% Add +21.6% 49,560 $3.9M
Shotwell Rutter Baer Inc 3.23% Add +2.8% 49,243 $3.8M
Raffa Wealth Management, LLC 0.88% Add +7.1% 48,741 $3.8M
Cedar Point Capital Partners, LLC 2.56% Add +3.4% 48,491 $3.8M
Daiwa Securities Group Inc. 0.02% Reduce -18.3% 48,330 $3.8M
Prudential Financial Inc. 0.01% Reduce -78.2% 48,194 $3.8M
Kestra Advisory Services, LLC 0.02% Reduce -66.5% 48,013 $3.7M
Soltis Investment Advisors LLC 0.35% Reduce -5.5% 47,819 $3.7M
Advisory Services Network, LLC 0.07% Reduce -14.0% 47,467 $3.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.54% Reduce -2.4% 46,912 $3.7M
Marshall & Sterling Wealth Advisors Inc. 2.53% — 46,893 $3.7M
TrinityPoint Wealth, LLC 0.51% Add +104.7% 46,636 $3.6M
Morton Brown Family Wealth, LLC 1.26% Add +10.1% 46,306 $3.6M
Virtus Family Office LLC 4.52% Add +10.8% 46,183 $3.6M
Edmond DE Rothschild Holding S.A. 0.06% Add +23.1% 45,670 $3.6M
Windward Private Wealth Management Inc. 1.38% Reduce -4.5% 45,496 $3.5M
Betterment LLC 0.01% Add +43.1% 45,474 $3.5M
Citizens Financial Group Inc. 0.07% Add +119.5% 45,376 $3.5M
Axos Invest Inc. 2.56% Reduce -2.1% 44,985 $3.5M
Saranac Partners Ltd 1.97% New 44,760 $3.5M
Sandy Spring Bank 0.14% Reduce -22.8% 44,746 $3.5M
Eukles Asset Management 1.47% Reduce -3.7% 44,363 $3.5M
Stephen J. Garry & Associates, LLC 3.18% Reduce -37.7% 44,111 $3.4M
Ashton Thomas Private Wealth, LLC 0.13% Add +11.7% 44,077 $3.4M
Alesco Advisors, LLC, An ESL Co 0.11% Add +0.6% 43,946 $3.4M
Topel & Distasi Wealth Management, LLC 1.46% Add +2.8% 43,753 $3.4M
Glass Jacobson Investment Advisors llc 1.12% Add +2.5% 43,711 $3.4M
Asset Allocation & Management Company, LLC 1.86% No change 43,700 $3.4M
Alpha Cubed Investments, LLC 0.16% Add +6.0% 43,646 $3.4M
Consilio Wealth Advisors, LLC 1.38% Add +3.0% 43,193 $3.4M
Diversified Portfolios, Inc. 0.37% Add +1.1% 43,180 $3.4M
Compass Ion Advisors, LLC 0.40% Reduce -2.9% 43,021 $3.4M
Fagan Associates, Inc. 0.53% Reduce -1.2% 42,659 $3.3M
Buckingham Capital Management, Inc. 0.37% Reduce -0.7% 41,727 $3.3M
TriaGen Wealth Management LLC 1.10% Add +3.9% 41,683 $3.3M
Farrell Financial LLC 2.31% Add +2.0% 41,501 $3.2M
Ameritas Advisory Services, LLC 0.11% Add +5.3% 41,220 $3.2M
WMS Partners, LLC 0.18% Reduce -4.4% 41,086 $3.2M
Rwa Wealth Partners, LLC 0.04% Reduce -36.3% 41,077 $3.2M
NavPoint Financial, Inc. 2.53% Reduce -0.1% 40,948 $3.2M
Steward Partners Investment Advisory, LLC 0.03% Add +8.1% 40,834 $3.2M
Guardian Asset Advisors, LLC 2.04% Add +6.8% 40,722 $3.2M
Redhawk Wealth Advisors, Inc. 0.43% Add +9.0% 40,449 $3.2M
Parsons Capital Management Inc. 0.17% Reduce -16.5% 40,419 $3.2M
W1M Asset Management Ltd 0.27% Add +27.5% 40,264 $3.1M
MidAtlantic Capital Management, Inc. 2.28% Add +2.5% 39,912 $3.1M
Narus Financial Partners, LLC 1.05% Add +13.7% 39,833 $3.1M
Prospect Financial Services LLC 1.69% Reduce -5.6% 39,608 $3.1M
Elser Financial Planning, Inc 0.18% New 39,599 $3.1M
Fiduciary Advisors, Inc. 3.10% — 39,518 $3.1M
McDonough Capital Management, Inc 1.90% Reduce -6.2% 39,342 $3.1M
Equity Investment Corp. 0.07% Reduce -4.6% 39,182 $3.1M
Clearwater Capital Advisors, LLC 0.30% Reduce -7.7% 39,161 $3.1M
Valley Financial Group, Inc. 2.12% Reduce -0.5% 39,148 $3.1M
PFG Investments, LLC 0.19% Add +2.0% 38,988 $3.0M
Novak & Powell Financial Services, Inc. 1.80% Reduce -6.1% 38,850 $3.0M
Marietta Wealth Management, LLC 0.43% Add +5.3% 38,445 $3.0M
Sprott Inc. 0.20% No change 38,200 $3.0M
Redmont Wealth Advisors LLC 5.15% No change 38,183 $3.0M
Culbertson A N & Co. Inc. 0.47% Reduce -4.6% 38,102 $3.0M
Ancora Advisors LLC 0.07% Reduce -12.1% 37,878 $3.0M
Forum Private Client Group LLC 1.30% Add +24.4% 37,372 $2.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.10% Add +24.8% 37,335 $2.9M
Laidlaw Wealth Management LLC 1.27% Add +22.6% 37,257 $2.9M
U.S. Capital Wealth Advisors, LLC 0.09% New 36,890 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -2.1% 36,877 $2.9M
Wealthfront Advisers LLC 0.01% Add +377.2% 36,609 $2.9M
Sightline Wealth Advisors, LLC 1.54% Add +16.2% 36,535 $2.9M
Rosenberg Matthew Hamilton 0.74% Reduce -0.1% 36,455 $2.8M
Blair William & Co. 0.01% Add +92.9% 36,314 $2.8M
Capital Asset Advisory Services LLC 0.14% Reduce -1.3% 36,270 $2.8M
IFP Advisors, Inc 0.09% Add +65.6% 35,869 $2.8M
Walkner Condon Financial Advisors LLC 0.57% Reduce -6.6% 35,810 $2.8M
James Investment Research, Inc. 0.33% Add +2.9% 35,599 $2.8M
Compass Financial Group, Inc. 1.33% Reduce -12.9% 35,544 $2.8M
Central Pacific Bank - Trust Division 0.38% New 35,539 $2.8M
EP Wealth Advisors, LLC 0.02% Reduce -0.4% 35,254 $2.8M
Eagle Global Advisors LLC 0.11% Reduce -0.1% 35,103 $2.7M
Avidian Wealth Enterprises, LLC 0.12% Add +45.2% 33,874 $2.6M
Ibex Wealth Advisors 0.31% New 33,640 $2.6M
CreativeOne Wealth, LLC 0.08% Reduce -15.6% 33,387 $2.6M
Ramsay, Stattman, Vela & Price, Inc. 0.48% Add +32.7% 33,227 $2.6M
Avant Financial Advisors LLC 2.38% — 33,155 $2.6M
Avior Wealth Management, LLC 0.09% Add +138.7% 32,867 $2.6M
Rathbones Group PLC 0.01% Add +27.9% 32,836 $2.6M
Weik Capital Management 1.04% Add +3.5% 32,641 $2.5M
Modus Advisors, LLC 0.79% Reduce -4.8% 32,245 $2.5M
Agate Pass Investment Management, LLC 1.13% Reduce -0.1% 31,981 $2.5M
Tidal Investments LLC 0.02% Reduce -0.5% 31,725 $2.5M
Chesapeake Capital Corp. 2.51% Reduce -0.5% 31,713 $2.5M
Equitable Holdings, Inc. 0.02% Reduce -10.6% 31,503 $2.5M
Cumberland Partners Ltd 0.17% No change 31,450 $2.5M
J. W. Coons Advisors, LLC 0.63% Add +3.3% 31,195 $2.4M
Continuum Advisory, LLC 0.31% Add +6.3% 31,150 $2.4M
AE Wealth Management LLC 0.02% Reduce -19.0% 31,091 $2.4M
Jacobi Capital Management LLC 0.18% Reduce -0.5% 30,991 $2.4M
Stonekeep Investments, LLC 1.79% Add +19.0% 30,798 $2.4M
Benchmark Wealth Management, LLC 1.18% Add +0.6% 30,754 $2.4M
Capital Advisory Group Advisory Services, LLC 0.86% Add +17.5% 30,726 $2.4M
M&T Bank Corp 0.01% Add +4.1% 30,610 $2.4M
Brucke Financial, Inc. 2.05% — 30,386 $2.4M
Boston Financial Mangement LLC 0.07% Reduce -3.4% 30,374 $2.4M
Insight Inv LLC 1.65% Add +27.4% 30,318 $2.4M
Northeast Financial Group, Inc. 0.90% Add +5.9% 30,133 $2.4M
Factorial Partners, LLC 1.34% Add +185.7% 30,000 $2.3M
Madden Advisory Services, Inc. 1.08% Add +2.2% 29,853 $2.3M
GDS Wealth Management 0.21% Reduce -0.2% 29,834 $2.3M
Independent Financial Group, LLC 0.08% Add +1.6% 29,582 $2.3M
Roberts Glore & Co. Inc. 0.68% Add +0.8% 29,535 $2.3M
Flagship Harbor Advisors, LLC 0.12% Add +3.1% 29,344 $2.3M
Fortress Financial Solutions, LLC 3.23% — 29,056 $2.3M
Fiduciary Trust Co 0.03% Reduce -2.5% 29,038 $2.3M
EFG Asset Management (Americas) Corp. 0.44% Add +16.1% 28,696 $2.2M
Chemistry Wealth Management LLC 0.52% Reduce -2.2% 28,636 $2.2M
Aua Capital Management, LLC 1.43% No change 28,459 $2.2M
Braun-Bostich & Associates Inc. 1.60% Add +1.2% 28,412 $2.2M
Martin Capital Advisors, LLP 1.43% Reduce -2.0% 28,370 $2.2M
Regions Financial Corp. 0.02% Add +8.9% 28,164 $2.2M
Snowden Capital Advisors LLC 0.07% Reduce -0.3% 27,836 $2.2M
Berkshire Asset Management LLC 0.10% Reduce -3.1% 27,658 $2.2M
North Forty Two & Co. 2.49% — 27,606 $2.2M
CWC Advisors, LLC. 2.14% Add +2.9% 27,518 $2.1M
Sterling Financial Planning, Inc. 0.79% Add +2.2% 27,505 $2.1M
Five Pine Wealth Management 1.80% — 27,443 $2.1M
Essex Financial Services, Inc. 0.15% Reduce -1.0% 27,282 $2.1M
Spire Wealth Management 0.07% Reduce -3.2% 27,009 $2.1M
Eagle Bay Advisors LLC 1.31% Reduce -5.3% 26,711 $2.1M
Gladstone Institutional Advisory LLC 0.10% Add +5.2% 26,327 $2.1M
4WEALTH Advisors, Inc. 2.10% — 26,313 $2.1M
TruWealth Advisors, LLC 0.12% Add +2.8% 25,978 $2.0M
US Bancorp \de 0.00% Reduce -34.7% 25,874 $2.0M
Wilmington Savings Fund Society, FSB 0.04% Reduce -0.6% 25,781 $2.0M
Aspen Wealth Management LLC 0.59% Reduce -75.8% 25,705 $2.0M
Simon Quick Advisors, LLC 0.12% Reduce -7.0% 25,696 $2.0M
Jmac Enterprises LLC 0.31% Add +1.1% 25,628 $2.0M
ETF Store, Inc. 2.48% Reduce -12.0% 25,623 $2.0M
Greenspring Advisors, LLC 0.42% Add +16.6% 24,933 $1.9M
Brass Tax Wealth Management, Inc. 0.41% Add +2.3% 24,921 $1.9M
Capital Investment Advisors, LLC 0.04% Add +0.7% 24,918 $1.9M
BIP Wealth, LLC 0.13% Reduce -1.2% 24,877 $1.9M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -32.5% 24,724 $1.9M
YHB Investment Advisors, Inc. 0.16% Reduce -3.5% 24,637 $1.9M
Advisory Research Inc. 0.31% No change 24,189 $1.9M
IHT Wealth Management, LLC 0.06% Reduce -38.2% 24,158 $1.9M
Chatham Capital Group, Inc. 0.31% Reduce -20.7% 24,098 $1.9M
MBE Wealth Management, LLC 1.05% Add +0.0% 23,817 $1.9M
Aries Wealth Management 0.51% Reduce -4.3% 23,546 $1.8M
Transcendent Capital Group LLC 0.95% Reduce -30.3% 23,494 $1.8M
A. D. Beadell Investment Counsel, Inc. 1.48% Reduce -11.1% 23,374 $1.8M
Titleist Asset Management, LLC 0.21% Reduce -9.4% 23,302 $1.8M
Mayflower Financial Advisors, LLC 0.27% Reduce -2.1% 23,237 $1.8M
Coston, McIsaac & Partners 0.54% Add +37.9% 23,219 $1.8M
Arete Wealth Advisors, LLC 0.13% Add +1.8% 23,111 $1.8M
Stockman Wealth Management, Inc. 0.28% Add +0.1% 22,966 $1.8M
Wedmont Private Capital 0.09% Add +6.1% 22,993 $1.8M
Berkeley Capital Partners, LLC 0.50% Add +0.1% 22,919 $1.8M
Round Rock Advisors LLC 0.37% Reduce -18.4% 22,898 $1.8M
Sowell Financial Services LLC 0.09% Reduce -85.5% 22,867 $1.8M
Gordian Advisors LLC 1.40% Add +5.0% 22,746 $1.8M
Level Wealth Management LLC 1.25% — 22,710 $1.8M
Schroder Investment Management Group 0.00% Reduce -20.7% 22,683 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +11.6% 22,626 $1.8M
Chicago Partners Investment Group LLC 0.06% Add +10.2% 22,584 $1.8M
Alta Wealth Advisors LLC 0.77% Add +1.4% 22,557 $1.8M
Kovack Advisors, Inc. 0.17% Add +5.0% 22,468 $1.8M
Cutler Investment Counsel LLC 0.22% Add +161.5% 22,452 $1.8M
SeaBridge Investment Advisors LLC 0.36% Reduce -30.6% 22,286 $1.7M
National Bank of Canada 0.00% Reduce -95.6% 22,106 $1.7M
Argent Trust Co 0.07% Reduce -0.7% 22,085 $1.7M
Insigneo Advisory Services, LLC 0.18% Add +15.7% 22,012 $1.7M
Wedbush Securities Inc. 0.06% Add +102.0% 21,961 $1.7M
Summit Wealth Partners, LLC 0.35% Reduce -3.0% 21,778 $1.7M
Hancock Whitney Corp. 0.05% No change 21,670 $1.7M
LaFleur & Godfrey LLC 0.23% Reduce -69.3% 21,540 $1.7M
Washington Trust Advisors, Inc. 0.14% Reduce -9.3% 21,361 $1.7M
Guardian Wealth Management, Inc. 1.13% Add +155.2% 21,337 $1.7M
Tortoise Investment Management, LLC 0.17% Reduce -42.0% 21,072 $1.6M
Bowie Capital Management, LLC 0.09% No change 21,000 $1.6M
Horan Capital Advisors, LLC. 0.55% No change 20,948 $1.6M
Ellis Investment Partners, LLC 0.32% Reduce -0.1% 20,919 $1.6M
Cadence Bank 0.11% Add +119.6% 20,895 $1.6M
J.W. Cole Advisors, Inc. 0.07% Reduce -6.4% 20,893 $1.6M
Topsail Wealth Management, LLC 0.35% — 20,860 $1.6M
Fortis Capital Management LLC 0.30% Add +24.4% 20,811 $1.6M
CGN Advisors LLC 0.15% Add +23.8% 20,387 $1.6M
Powell Investment Advisors, LLC 0.74% Reduce -8.3% 20,380 $1.6M
Ironwood Investment Counsel, LLC 0.27% Add +2.2% 20,376 $1.6M
Meridian Financial Advisors, LLC 1.09% Add +12.6% 20,308 $1.6M
Hilltop Holdings Inc. 0.10% Add +5.6% 20,233 $1.6M
Vontobel Holding Ltd. 0.01% Add +3.4% 20,033 $1.6M
TT Capital Management LLC 1.24% — 19,936 $1.6M
CVA Family Office, LLC 0.25% Reduce -1.5% 19,901 $1.6M
Beaumont Financial Advisors, LLC 0.12% Reduce -3.8% 19,847 $1.5M
Plum Street Advisors, LLC 0.76% Reduce -0.4% 19,818 $1.5M
Edgestream Partners, L.P. 0.07% Reduce -21.5% 19,811 $1.5M
BHK Investment Advisors, LLC 0.57% Add +21.4% 19,594 $1.5M
Lido Advisors, LLC 0.01% Reduce -4.0% 19,550 $1.5M
Naples Global Advisors, LLC 0.14% Add +3.8% 19,547 $1.5M
Voisard Asset Management Group, Inc. 0.51% Add +17.9% 19,493 $1.5M
Houlihan Financial Resource Group, Ltd. 0.64% Add +8.2% 19,361 $1.5M
AXS Investments LLC 0.42% Reduce -4.1% 19,341 $1.5M
NorthCrest Asset Manangement, LLC 0.05% Add +2.3% 19,317 $1.5M
Visionary Wealth Advisors 0.09% Add +8.2% 19,307 $1.5M
Savvy Advisors, Inc. 0.18% Reduce -20.9% 19,272 $1.5M
Elite Financial, Inc. 0.81% — 19,190 $1.5M
MMBG Investment Advisors Co. 0.16% No change 19,108 $1.5M
Pinnacle Bancorp, Inc. 0.48% Add +23.6% 19,097 $1.5M
Carr Financial Group Corp 0.47% Add +1.3% 19,096 $1.5M
Wells Trecaso Financial Group, LLC 0.49% Reduce -0.1% 19,064 $1.5M
Evolution Wealth Advisors, LLC 0.25% Reduce -3.6% 18,961 $1.5M
Valley Wealth Managers, Inc. 0.11% Reduce -1.2% 18,924 $1.5M
Advisory Alpha, LLC 0.05% Reduce -16.3% 18,860 $1.5M
Prevail Innovative Wealth Advisors, LLC 0.43% Add +18.7% 18,849 $1.5M
Barclays PLC 0.00% Add +0.0% 18,761 $1.5M
Concurrent Investment Advisors, LLC 0.04% Add +48.4% 18,648 $1.5M
New England Private Wealth Advisors LLC 0.23% Add +26.9% 18,606 $1.5M
Chandler Asset Management, Inc. 0.28% Add +5.8% 18,445 $1.4M
Verus Wealth Management, LLC 1.60% — 18,313 $1.4M
XY Planning Network, Inc. 1.07% — 18,294 $1.4M
Manning & Napier Advisors LLC 0.02% Reduce -67.3% 18,271 $1.4M
Sonata Capital Group Inc. 0.59% Reduce -1.5% 18,184 $1.4M
Washington Capital Management, Inc. 1.12% No change 18,130 $1.4M
Cambridge Advisors Inc. 0.31% Reduce -6.9% 17,906 $1.4M
Mutual Advisors, LLC 0.04% Reduce -4.0% 17,861 $1.4M
PDS Planning, Inc 0.12% Add +67.6% 17,859 $1.4M
Balboa Wealth Partners 0.32% Add +70.2% 17,764 $1.4M
Cable Hill Partners, LLC 0.14% Reduce -71.0% 17,763 $1.4M
Sims Investment Management, LLC 0.78% — 17,742 $1.4M
Accurate Wealth Management, LLC 0.26% Reduce -32.5% 17,732 $1.4M
Jones Financial Companies LLLP 0.00% Add +26.5% 17,650 $1.4M
Brown, Lisle/Cummings, Inc. 0.41% Add +1.3% 17,565 $1.4M
Exchange Bank 1.10% Add +1.7% 17,550 $1.4M
Independence Bank of Kentucky 0.21% Reduce -0.7% 17,441 $1.4M
Twin Focus Capital Partners, LLC 0.20% No change 17,299 $1.3M
Retirement Investment Advisors, Inc. 0.14% Reduce -2.1% 17,260 $1.3M
Woodmont Investment Counsel LLC 0.10% Reduce -9.1% 17,224 $1.3M
Savant Capital, LLC 0.01% Reduce -29.1% 17,144 $1.3M
Ramiah Investment Group 1.22% Add +1.1% 17,111 $1.3M
Investment Advisory Group, LLC 0.45% Add +10.6% 17,108 $1.3M
First Trust Advisors LP 0.00% Add +0.7% 17,077 $1.3M
Bakala Capital LLC 7.98% Add +1.4% 17,019 $1.3M
Meredith Wealth Planning 0.59% Reduce -11.1% 16,955 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -5.2% 16,921 $1.3M
Kelman-Lazarov, Inc. 0.24% Reduce -6.1% 16,771 $1.3M
Vantage Financial Partners, LLC 0.32% Reduce -26.6% 16,626 $1.3M
Western Wealth Management, LLC 0.07% Add +6.3% 16,502 $1.3M
Wulff, Hansen & Co. 1.22% Reduce -3.9% 16,485 $1.3M
Octavia Wealth Advisors, LLC 0.16% Reduce -4.9% 16,472 $1.3M
Cypress Capital, LLC 0.36% Reduce -3.8% 16,268 $1.3M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -8.2% 16,212 $1.3M
MFA Wealth Services 1.01% — 16,155 $1.3M
Chilton Capital Management LLC 0.05% No change 16,089 $1.3M
Insight Wealth Partners, LLC 0.79% Add +8.7% 16,072 $1.3M
Nabity-Jensen Investment Management Inc 0.95% Add +0.2% 16,067 $1.3M
Sovereign Investment Advisors, LLC 0.37% Add +18.4% 16,028 $1.3M
Graypoint LLC 0.08% Add +0.7% 15,983 $1.2M
Algorithmic Investment Models, LLC 0.96% Add +3.5% 15,981 $1.2M
Altus Wealth Group LLC 0.55% Add +0.5% 15,915 $1.2M
Northern Trust Corp. 0.00% Add +20.6% 15,864 $1.2M
HTLF Bank 0.14% Reduce -2.4% 15,794 $1.2M
SageOak Financial, LLC 1.12% — 15,706 $1.2M
Clarity Capital Advisors, LLC 0.82% Add +9.3% 15,605 $1.2M
Strategic Blueprint, LLC 0.07% Add +19.7% 15,574 $1.2M
Rehmann Capital Advisory Group 0.08% Add +3.4% 15,545 $1.2M
Scott Capital Advisors, LLC 0.35% Add +0.2% 15,585 $1.2M
Integrated Investment Consultants, LLC 0.25% No change 15,350 $1.2M
Advisor OS, LLC 0.14% Reduce -0.3% 15,339 $1.2M
Duncker Streett & Co. Inc. 0.22% Reduce -19.2% 15,306 $1.2M
Kuhn & Co Investment Counsel 1.01% Add +38.4% 15,210 $1.2M
Curio Wealth, LLC 0.64% — 15,189 $1.2M
Krilogy Financial LLC 0.08% Add +0.8% 15,180 $1.2M
Clarity Wealth Development LLC 1.28% — 15,069 $1.2M
Power Wealth Management LLC 0.49% Add +0.3% 15,099 $1.2M
Platt Investment Counsel, LLC 1.12% Add +6.9% 15,080 $1.2M
Hexagon Capital Partners LLC 0.21% Add +29.9% 15,050 $1.2M
ProVise Management Group, LLC 0.10% Reduce -30.6% 14,864 $1.2M
Sovereign Financial Group, Inc. 0.27% Reduce -3.0% 14,845 $1.2M
Financial Counselors Inc. 0.02% Add +117.0% 14,810 $1.2M
Peregrine Asset Advisers, Inc. 0.42% Reduce -1.3% 14,718 $1.1M
Tillman Hartley LLC 0.33% Add +124.7% 14,649 $1.1M
N.E.W. Advisory Services LLC 0.11% Add +6.6% 14,643 $1.1M
Cibc World Market Inc. 0.00% Add +13.1% 14,558 $1.1M
First County Bank 0.63% Reduce -6.0% 14,468 $1.1M
Westmount Partners, LLC 0.34% Add +6.8% 14,454 $1.1M
Wealthcare Advisory Partners LLC 0.03% Reduce -51.6% 14,402 $1.1M
Mosaic Financial Group, LLC 0.81% Reduce -7.7% 14,401 $1.1M
Axis Wealth Partners, LLC 0.94% — 14,224 $1.1M
Friedenthal Financial 0.65% Add +2.2% 14,174 $1.1M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +34.8% 14,171 $1.1M
Beacon Bridge Wealth Partners, LLC 0.47% Reduce -24.1% 14,078 $1.1M
Parkside Financial Bank & Trust 0.14% Reduce -12.5% 14,000 $1.1M
Aegis Wealth Management LLC 0.73% — 13,895 $1.1M
National Philanthropic Trust 0.02% No change 13,894 $1.1M
Manhattan West Asset Management, LLC 0.29% Add +3.6% 13,787 $1.1M
Pinnacle Associates Ltd. 0.01% Reduce -10.9% 13,731 $1.1M
Cambria Investment Management, L.P. 0.07% Reduce -7.5% 13,710 $1.1M
Jacobson & Schmitt Advisors, LLC 0.21% Add +73.2% 13,699 $1.1M
Tradition Wealth Management, LLC 0.09% Add +1.4% 13,597 $1.1M
Cunning Capital Partners, LP 0.64% Add +120.0% 13,200 $1.1M
Compass Advisory Group LLC 0.38% Add +42.5% 13,559 $1.1M
Mezzasalma Advisors, LLC 0.34% New 13,546 $1.1M
Westover Capital Advisors, LLC 0.23% Reduce -39.3% 13,540 $1.1M
VERITY Wealth Advisors 0.76% Add +0.3% 13,482 $1.1M
RoundAngle Advisors LLC 1.00% — 13,459 $1.0M
Red Cedar Investment Management, LLC 0.13% No change 13,399 $1.0M
Cooper Financial Group 0.13% Reduce -4.0% 13,359 $1.0M
Summit Global Investments 0.06% Reduce -1.8% 13,296 $1.0M
Consolidated Portfolio Review Corp 0.16% Add +21.2% 13,229 $1.0M
HHM Wealth Advisors, LLC 0.14% No change 13,162 $1.0M
Cresset Asset Management, LLC 0.00% Reduce -39.0% 13,147 $1.0M
Capital Insight Partners, LLC 0.18% Reduce -11.4% 13,139 $1.0M
Jackson Hole Capital Partners, LLC 0.21% Reduce -0.6% 13,085 $1.0M
Sage Capital Advisors,llc 0.26% Add +0.0% 12,920 $1.0M
Transatlantique Private Wealth LLC 0.38% Reduce -2.8% 12,876 $1.0M
GM Advisory Group, LLC 0.06% New 12,825 $1.0M
GeoWealth Management, LLC 0.03% Reduce -35.4% 12,792 $998K
Park Avenue Securities LLC 0.01% Add +64.7% 12,761 $995K
REDW Wealth LLC 0.35% Reduce -40.1% 12,752 $995K
Columbus Macro, LLC 0.14% Add +34.8% 12,746 $994K
Beacon Pointe Advisors, LLC 0.01% Reduce -4.0% 12,715 $992K
LifePlan Financial, LLC 0.88% Reduce -4.5% 12,703 $991K
Liberty Square Wealth Partners LLC 0.36% — 12,540 $983K
L. Roy Papp & Associates, LLP 0.11% Reduce -1.4% 12,560 $980K
Kingsview Wealth Management, LLC 0.02% Reduce -18.5% 12,467 $973K
Shayne & Jacobs, LLC 0.25% No change 12,340 $963K
Loudon Investment Management, LLC 0.55% Add +10.0% 12,311 $960K
Quartz Partners, LLC 0.58% Reduce -1.0% 12,254 $956K
Signature Estate & Investment Advisors LLC 0.02% Reduce -2.9% 12,216 $953K
Motiv8 Investments LLC 0.67% Reduce -11.0% 12,192 $951K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -10.1% 12,171 $949K
BridgePort Financial Solutions, LLC 0.43% — 11,970 $943K
Pallas Capital Advisors LLC 0.04% Reduce -8.7% 12,084 $943K
Apollon Wealth Management, LLC 0.02% Add +37.6% 11,962 $933K
HT Partners LLC 0.32% Add +9.3% 11,953 $932K
Frank, Rimerman Advisors LLC 0.07% Reduce -1.7% 11,920 $930K
Pekin Hardy Strauss, Inc. 0.12% Add +98.2% 11,912 $929K
Geneos Wealth Management Inc. 0.03% Add +3.1% 11,883 $927K
Gridiron Partners, LLC 0.59% No change 11,865 $926K
Mitchell Sinkler & Starr 0.25% Reduce -20.9% 11,800 $921K
Shelter Mutual Insurance Co 0.23% No change 11,762 $918K
Ridgeline Wealth Planning, LLC 0.88% — 11,731 $915K
SageView Advisory Group, LLC 0.04% Add +11.0% 11,715 $914K
Hunter Associates Investment Management LLC 0.14% Reduce -47.8% 11,692 $912K
LifeWealth Investments, LLC 0.60% — 11,631 $907K
Empirical Asset Management, LLC 0.30% Add +1.5% 11,597 $905K
Stratos Wealth Partners, LTD. 0.01% Add +55.0% 11,441 $893K
Verus Capital Partners, LLC 0.09% Reduce -21.0% 11,422 $891K
Professional Financial Advisors, LLC 0.23% Add +5.3% 11,410 $890K
Chapin Davis, Inc. 0.29% No change 11,130 $884K
Retirement Planning Group, LLC 0.04% Add +16.9% 11,326 $884K
Pillar Financial Advisors, LLC 0.67% — 11,286 $880K
Latko Wealth Management, Ltd. 0.52% Reduce -36.8% 11,225 $876K
Brown Advisory Inc. 0.00% Add +45.7% 11,193 $873K
Wealth Effects LLC 0.31% Reduce -0.7% 11,168 $871K
Bare Financial Services, Inc 0.35% Add +29.0% 11,056 $862K
V2 Financial group LLC 0.52% Add +17.5% 11,039 $861K
StoneX Group Inc. 0.05% Add +2.6% 11,037 $861K
Foundations Investment Advisors, LLC 0.02% Add +159.3% 11,032 $861K
Fiducient Advisors LLC 0.11% Reduce -85.9% 11,016 $859K
Grandview Asset Management LLC 0.31% Add +35.8% 10,994 $858K
Armstrong Advisory Group, Inc. 0.07% Add +2.4% 10,990 $857K
First Interstate Bank 0.05% Reduce -15.8% 10,974 $856K
Level Four Advisory Services, LLC 0.03% Reduce -6.8% 10,897 $850K
Bremer Bank National Association 0.17% Add +1.4% 10,878 $849K
Mission Creek Capital Partners, Inc. 0.18% Add +2.1% 10,845 $846K
Centurion Wealth Management LLC 0.26% Add +2.6% 10,803 $843K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -19.1% 10,767 $840K
Pettyjohn, Wood & White, Inc. 0.15% Add +0.8% 10,753 $839K
Brookstone Capital Management 0.01% Add +11.2% 10,693 $834K
PKS Advisory Services, LLC 0.21% — 10,643 $830K
SkyOak Wealth, LLC 0.18% Add +0.1% 10,593 $826K
Cary Street Partners Financial LLC 0.03% — 10,489 $818K
Bfsg, LLC 0.10% Reduce -19.7% 10,486 $818K
Petra Financial Advisors Inc. 0.55% Reduce -0.6% 10,432 $814K
Townsquare Capital LLC 0.01% Add +107.0% 10,414 $812K
First Hawaiian Bank 0.03% Add +10.4% 10,413 $812K
IPG Investment Advisors LLC 0.18% No change 10,400 $811K
Clear Point Advisors Inc. 0.69% Add +10.9% 10,387 $810K
Roberts Wealth Advisors, LLC 0.25% Reduce -49.9% 10,333 $807K
Leuthold Group, LLC 0.10% Reduce -58.0% 10,299 $803K
SG Americas Securities, LLC 0.00% Add +12.1% 10,249 $800K
Meriwether Wealth & Planning, LLC 0.57% — 10,249 $800K
Creekside Partners 0.41% Reduce -6.9% 10,225 $798K
Winch Advisory Services, LLC 0.21% Reduce -1.1% 10,216 $797K
Greenwood Gearhart LLC 0.06% New 10,215 $797K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.12% No change 10,200 $796K
Security Financial Services, INC. 0.16% Reduce -0.2% 10,173 $794K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -72.7% 10,158 $792K
Claris Financial LLC 0.52% — 10,087 $787K
Q3 Asset Management 0.49% Reduce -2.4% 10,015 $781K
TRUE Private Wealth Advisors 0.09% New 9,914 $773K
Integrated Wealth Concepts LLC 0.01% Add +43.6% 9,889 $771K
Signal Advisors Wealth, LLC 0.09% Add +5.0% 9,828 $767K
Nations Financial Group Inc, /Ia/ 0.06% Add +14.5% 9,760 $761K
Ariadne Wealth Management, LP 0.35% Add +81.4% 9,700 $759K
Good Life Advisors, LLC 0.05% Reduce -3.0% 9,631 $751K
Maripau Wealth Management LLC 0.44% New 9,608 $750K
Nomura Asset Management Co. Ltd. 0.00% New 9,600 $749K
Alteri Wealth LLC 0.21% — 9,502 $741K
Hilltop Partners LLC 0.25% Reduce -1.2% 9,501 $741K
Eastern Bank 0.01% No change 9,490 $740K
Wesbanco Bank Inc. 0.03% Add +0.8% 9,422 $735K
Freestone Capital Holdings, LLC 0.03% Add +19.1% 9,421 $735K
Murphy & Mullick Capital Management Corp 0.68% — 9,391 $733K
Barrett & Company, Inc. 0.31% Add +1.2% 9,319 $727K
GenTrust, LLC 0.03% Reduce -58.1% 9,317 $727K
Aspiriant, LLC 0.03% Add +24.5% 9,316 $727K
Orcam Financial Group 0.70% Reduce -17.6% 9,298 $725K
Caitlin John, LLC 0.49% Reduce -10.4% 9,263 $723K
CENTRAL TRUST Co 0.02% Add +72.5% 9,228 $720K
Kelly Financial Group LLC 0.26% — 9,197 $717K
Guardian Wealth Advisors, LLC / NC 0.06% Add +10.6% 9,189 $717K
Berger Financial Group, Inc 0.05% Reduce -5.0% 9,183 $716K
FDx Advisors, Inc. 0.21% Reduce -7.0% 9,065 $707K
Fourth Dimension Wealth, LLC 0.37% — 9,003 $702K
Cypress Wealth Services, LLC 0.14% Reduce -6.8% 8,905 $695K
Zuckerman Investment Group, LLC 0.07% Add +5.7% 8,879 $694K
F/m Investments LLC 0.03% Reduce -96.8% 8,766 $684K
Midwest Financial Group LLC 0.39% Reduce -5.4% 8,718 $680K
FC Advisory LLC 0.22% Reduce -2.3% 8,602 $671K
Baker Avenue Asset Management, LP 0.02% No change 8,584 $670K
Belpointe Asset Management LLC 0.04% Reduce -1.6% 8,450 $667K
Compass Financial Group, INC 0.13% Reduce -5.7% 8,490 $662K
Heritage Trust Co 0.08% — 8,463 $660K
Great Valley Advisor Group, Inc. 0.01% Reduce -6.5% 8,432 $657K
Weatherly Asset Management L. P. 0.06% New 8,420 $657K
Legacy Wealth Management, LLC / MS 0.26% New 8,405 $656K
Ridgewood Investments LLC 0.32% Reduce -2.3% 8,360 $652K
Anb Bank 0.29% — 8,345 $651K
Hickory Asset Management, Inc. 0.55% — 8,342 $651K
Prime Capital Investment Advisors, LLC 0.01% Add +3.8% 8,294 $647K
Old Mission Capital LLC 0.01% Reduce -80.1% 8,205 $640K
Wharton Business Group, LLC 0.03% Add +20.8% 8,145 $635K
Stelac Advisory Services LLC 0.25% No change 8,111 $633K
JFS Wealth Advisors, LLC 0.04% Reduce -56.2% 8,073 $630K
Pathstone Holdings, LLC 0.00% Reduce -78.5% 7,954 $621K
Winthrop Capital Management, LLC 0.16% Add +0.5% 7,903 $617K
Rosenblum Silverman Sutton S F Inc. 0.15% No change 7,880 $615K
Cassady Schiller Wealth Management, LLC 0.22% Reduce -2.1% 7,816 $610K
ArchPoint Investors 0.20% No change 7,700 $601K
HUB Investment Partners, LLC 0.03% Reduce -15.1% 7,657 $597K
Arcadia Investment Management Corp. 0.10% No change 7,657 $597K
Perennial Investment Advisors, LLC 0.07% Add +5.3% 7,656 $597K
C M Bidwell & Associates Ltd. 0.36% Add +0.4% 7,640 $596K
Institute for Wealth Management, LLC. 0.07% Reduce -1.3% 7,629 $595K
Stonebridge Financial Group, LLC 0.07% — 7,584 $592K
Strategic Wealth Partners, Ltd. 0.05% Add +8.0% 7,560 $591K
Weaver Consulting Group 0.18% Reduce -2.5% 7,542 $588K
City State Bank 0.21% Add +14.4% 7,515 $586K
Lawson Kroeker Investment Management Inc. 0.11% New 7,468 $583K
SignalPoint Asset Management, LLC 0.14% Reduce -4.0% 7,389 $576K
Keener Financial Planning LLC 0.34% Add +23.8% 7,344 $572K
Private Trust Co. NA 0.06% Add +5.0% 7,303 $570K
Long Island Wealth Management, Inc. 0.35% Add +84.9% 7,258 $566K
CV Advisors LLC 0.19% New 7,167 $559K
Tilia Fiduciary Partners, Inc. 0.38% Add +21.1% 7,147 $558K
Regal Investment Advisors LLC 0.04% Reduce -0.5% 7,087 $553K
Wallington Asset Management, LLC 0.08% Reduce -11.6% 7,080 $552K
Centaurus Financial, Inc. 0.03% Add +100.5% 7,079 $552K
PFG Advisors 0.03% Add +47.0% 7,061 $551K
FWG Holdings, LLC 0.26% Add +0.2% 7,045 $550K
Coordinated Financial Services, Inc. 0.44% — 7,051 $550K
Beacon Bank & Trust 0.13% Reduce -14.8% 7,040 $549K
Legacy PCG, LLC 0.39% Reduce -0.6% 6,998 $546K
Lifeworks Advisors, LLC 0.10% Add +41.9% 6,964 $543K
Everstar Asset Management, LLC 0.38% No change 6,955 $543K
Avaii Wealth Management, LLC 0.27% Reduce -30.7% 6,924 $540K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -1.4% 6,909 $539K
Advyzon Investment Management, LLC 0.21% — 6,886 $537K
Orrstown Financial Services Inc. 0.14% Add +19.3% 6,868 $536K
Lansing Street Advisors 0.19% Add +1.4% 6,837 $533K
Mascoma Wealth Management LLC 0.13% Add +0.1% 6,775 $529K
Legacy Advisory Services, LLC 0.45% Add +11.0% 6,766 $528K
Atlas Brown,Inc. 0.18% Add +0.1% 6,755 $527K
FMR LLC 0.00% Add +11.8% 6,718 $524K
SeaCrest Wealth Management, LLC 0.06% Add +0.1% 6,712 $524K
WealthCollab, LLC 0.33% No change 6,638 $518K
ZWJ Investment Counsel Inc. 0.02% Add +7.2% 6,636 $518K
AlTi Global, Inc. 0.01% No change 6,620 $516K
Community Bank, N.A. 0.07% Add +10.9% 6,586 $514K
Court Place Advisors, LLC 0.16% No change 6,516 $508K
Summa Corp. 0.25% No change 6,500 $507K
Blake Schutter Theil Wealth Advisors, LLC 0.53% Reduce -61.6% 6,416 $501K
Vigilare Wealth Management 0.20% No change 6,412 $500K
Verum Partners LLC 0.14% Reduce -2.5% 6,409 $500K
Advisors Asset Management, Inc. 0.01% Add +74.9% 6,362 $496K
Bank of New Hampshire 0.13% Add +9.7% 6,336 $494K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -31.5% 6,335 $494K
Uncommon Cents Investing LLC 0.15% Add +0.4% 6,320 $493K
White Knight Strategic Wealth Advisors, LLC 0.21% New 6,294 $491K
Windsor Capital Management, LLC 0.15% Reduce -0.5% 6,274 $489K
Sage Rhino Capital LLC 0.11% No change 6,231 $486K
Probity Advisors, Inc. 0.09% Reduce -40.9% 6,208 $484K
Fonville Wealth Management LLC 0.16% Add +8.2% 6,169 $481K
One Day In July LLC 0.05% Reduce -20.5% 6,162 $481K
SRH Advisors, LLC 0.14% Reduce -17.4% 6,161 $481K
American National Bank & Trust 0.05% New 6,155 $480K
Commerce Bank 0.00% Add +5.2% 6,130 $478K
Plotkin Financial Advisors, LLC 0.28% Reduce -5.7% 6,093 $475K
Rothschild Capital Partners, LLC 0.12% Add +17.3% 6,079 $474K
Northwest Wealth Management, LLC 0.10% Reduce -14.3% 6,000 $468K
Affinity Capital Advisors, LLC 0.09% Reduce -50.2% 5,988 $467K
Berkshire Money Management, Inc. 0.05% New 5,954 $464K
Vectors Research Management, LLC 0.16% Reduce -65.4% 5,910 $461K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,915 $461K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -4.5% 5,900 $460K
TCFG Wealth Management, LLC 0.23% No change 5,894 $460K
GAMMA Investing LLC 0.04% Add +60.7% 5,886 $459K
Banque Pictet & Cie SA 0.00% No change 5,868 $458K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 5,808 $453K
Csenge Advisory Group 0.02% Add +15.2% 5,773 $450K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +0.4% 5,711 $446K
Fifth Third Bancorp 0.00% Add +39.1% 5,709 $445K
Essex Bank 0.11% Add +12.7% 5,684 $443K
Ignite Planners, LLC 0.10% Reduce -32.7% 5,684 $443K
Signal Tree Financial Partners LLC 0.52% — 5,682 $443K
RMR Wealth Builders 0.05% Reduce -98.8% 5,673 $443K
Cahill Wealth Management, LLC 0.23% No change 5,658 $441K
Keebeck Wealth Management 0.06% Reduce -85.1% 5,640 $440K
WoodTrust Financial Corp 0.06% Add +101.9% 5,627 $439K
Seizert Capital Partners, LLC 0.02% Add +1.4% 5,558 $434K
Future Financial Wealth Managment LLC 0.32% No change 5,542 $432K
Private Client Services, LLC 0.23% Add +13.0% 5,519 $431K
FAS Wealth Partners, Inc. 0.04% Reduce -23.6% 5,510 $430K
Bragg Financial Advisors, Inc 0.02% Add +2.6% 5,470 $427K
Wealth Alliance, LLC 0.05% Reduce -1.2% 5,468 $427K
Family Wealth Partners, LLC 0.20% Reduce -22.1% 5,463 $426K
WealthShield Partners, LLC 0.06% Reduce -16.5% 5,453 $425K
Pines Wealth Management, LLC 0.18% — 5,448 $424K
Bessemer Group Inc. 0.00% No change 5,405 $422K
Delta Financial Group, Inc. 0.10% Add +16.8% 5,380 $420K
Southeast Asset Advisors, LLC 0.05% Add +1.1% 5,367 $419K
Orleans Capital Management Corp. 0.23% No change 5,350 $418K
Pinnacle Wealth Planning Services, Inc. 0.06% New 5,353 $418K
Strategent Financial, LLC 0.41% — 5,339 $416K
Howland Capital Management LLC 0.02% New 5,325 $415K
Compass Investment Advisers LLC 1.20% — 5,295 $413K
Saxony Capital Management, LLC 0.36% Reduce -5.8% 5,290 $413K
Conrad Siegel Investment Advisors, Inc. 0.11% Add +8.1% 5,266 $411K
Charter Oak Capital Management, LLC 0.04% Reduce -38.1% 5,230 $408K
Winnacle Wealth LLC 0.40% — 5,190 $402K
Aspetuck Financial Management LLC 0.31% — 5,150 $402K
SC&H Financial Advisors, Inc. 0.08% Add +14.3% 5,144 $401K
Buffington Mohr McNeal 0.07% No change 5,136 $401K
First Merchants Corp. 0.02% Add +35.7% 5,134 $401K
SOA Wealth Advisors, LLC. 0.07% Add +26.1% 5,127 $400K
Barnes Pettey Financial Advisors, LLC 0.31% Add +73.6% 5,124 $400K
Hollencrest Capital Management 0.02% No change 5,071 $396K
Objectivity Squared, LLC 0.27% Add +29.3% 5,056 $393K
Cherry Creek Investment Advisors, Inc. 0.19% Add +3.7% 5,041 $393K
Stephens Consulting, LLC 0.10% Add +15.2% 4,999 $390K
Merit Financial Group, LLC 0.01% Reduce -37.8% 4,974 $388K
Trivium Point Advisory, LLC 0.05% New 4,973 $388K
Certuity, LLC 0.04% Add +5.7% 4,969 $388K
Main Management LLC 0.03% No change 4,954 $386K
Stonebridge Financial Planning Group, LLC 0.17% Reduce -6.4% 4,947 $386K
Bigelow Investment Advisors, LLC 0.18% Reduce -0.8% 4,941 $385K
Anson Capital, Inc. 0.34% Add +1.3% 4,933 $385K
Raab & Moskowitz Asset Management LLC 0.09% Reduce -0.1% 4,926 $384K
Robinson Smith Wealth Advisors LLC 0.32% Reduce -1.2% 4,882 $381K
Altiora Financial Group, LLC 0.08% Add +0.1% 4,862 $379K
Quadrant Capital Group LLC 0.03% Reduce -2.0% 4,855 $379K
Sax Wealth Advisors, LLC 0.03% Add +69.2% 4,846 $378K
Eq Wealth Advisors, LLC 0.36% — 4,819 $376K
Triune Financial Partners, LLC 0.12% New 4,783 $373K
Vaughan David Investments LLC 0.01% Reduce -24.7% 4,732 $369K
Physician Wealth Advisors, Inc. 0.06% New 4,722 $368K
1492 Capital Management LLC 0.18% Reduce -4.2% 4,713 $368K
ETF Portfolio Partners, Inc. 0.11% No change 4,711 $368K
Seelaus Asset Management LLC 0.34% Add +8.0% 4,693 $366K
Redwood Financial Network Corp 0.27% Reduce -12.0% 4,686 $366K
CAP Partners, LLC 0.26% Reduce -22.8% 4,645 $362K
Element Wealth, LLC 0.19% Reduce -5.9% 4,628 $361K
Rothschild Wealth LLC 0.11% Reduce -50.5% 4,625 $361K
Freestate Advisors LLC 0.37% Add +0.8% 4,598 $359K
Claris Advisors, LLC / Mo / 0.13% Reduce -7.4% 4,591 $358K
Tyche Wealth Partners LLC 0.08% Reduce -4.2% 4,586 $358K
Tiaa Trust, National Association 0.00% Add +41.1% 4,530 $353K
Great Waters Wealth Management 0.04% Add +2.6% 4,493 $350K
Penobscot Investment Management Company, Inc. 0.03% Reduce -3.2% 4,490 $350K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -2.5% 4,480 $349K
Compass Capital Corp. /Ma/ 0.14% — 4,478 $349K
Mendota Financial Group, LLC 0.23% Reduce -18.4% 4,468 $349K
Evolution Advisers, Inc. 0.19% No change 4,454 $347K
Clarity Capital Partners LLC 0.18% No change 4,445 $347K
Coastline Trust Co 0.04% Add +1.9% 4,429 $346K
KPP Advisory Services LLC 0.08% Add +9.1% 4,427 $345K
Praetorian Wealth Management, Inc. 0.08% New 4,362 $340K
Ade, LLC 0.21% No change 4,354 $340K
Barnes Wealth Management Group, Inc 0.23% — 4,302 $336K
Iams Wealth Management, LLC 0.15% New 4,291 $335K
Chicago Capital, LLC 0.01% Reduce -4.4% 4,289 $335K
Hanover Advisors Inc. 0.14% No change 4,282 $334K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -10.0% 4,277 $334K
Diversify Wealth Management, LLC 0.03% Reduce -14.3% 4,284 $333K
Stephens Group Asset Management, LLC 0.03% No change 4,270 $333K
Pacific Point Advisors, LLC 0.20% — 4,250 $332K
Novem Group 0.05% — 4,255 $332K
First Foundation Advisors 0.01% No change 4,215 $329K
Leo Wealth, LLC 0.03% Reduce -7.3% 4,181 $326K
WealthTrak Capital Management LLC 0.27% — 4,167 $325K
Pine Haven Investment Counsel, Inc 0.27% No change 4,160 $325K
Muirfield Wealth Advisors LLC 0.27% New 4,157 $324K
Vista Cima Wealth Management LLC 0.33% — 4,114 $321K
Triton Financial Group Inc 0.20% Reduce -4.6% 4,113 $321K
Toth Financial Advisory Corp. 0.04% No change 4,104 $320K
GC Wealth Management RIA, LLC 0.06% No change 4,074 $318K
Causey Wealth LLC 0.18% — 4,056 $316K
Poplar Forest Capital LLC 0.06% Reduce -26.8% 4,047 $316K
Matisse Capital 0.16% No change 4,030 $314K
SOL Capital Management CO 0.04% No change 4,020 $314K
Quadrature Capital Ltd 0.01% New 3,977 $310K
AdvisorNet Financial, Inc 0.03% Reduce -4.7% 3,965 $309K
CoreCap Advisors, LLC 0.01% Add +57.6% 3,925 $306K
Strategy Asset Managers LLC 0.06% New 3,904 $305K
Altfest L J & Co. Inc. 0.04% Reduce -96.0% 3,899 $304K
Beacon Financial Group 0.03% Reduce -9.7% 3,891 $304K
Kraft, Davis & Associates, LLC 0.09% Add +24.1% 3,888 $303K
Cannon Financial Strategists, Inc. 0.05% No change 3,843 $300K
KM Capital Management Ltd. 0.15% Add +13.4% 3,828 $299K
Beaird Harris Wealth Management, LLC 0.03% Add +1.2% 3,827 $299K
Crews Bank & Trust 0.05% — 3,816 $298K
Prepared Retirement Institute LLC 0.17% Reduce -7.5% 3,808 $297K
Stratos Investment Management, LLC 0.02% Add +18.2% 3,746 $292K
Strategic Financial Concepts, LLC 0.06% New 3,745 $292K
GTS Securities LLC 0.01% New 3,744 $292K
Life Planning Partners, Inc 0.27% Reduce -3.5% 3,733 $291K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -11.0% 3,703 $289K
Accel Wealth Management 0.11% Add +0.2% 3,683 $287K
Procyon Advisors, LLC 0.02% Reduce -48.1% 3,683 $287K
Lion Street Advisors, LLC 0.09% New 3,680 $287K
Strid Group, LLC 0.04% Reduce -6.8% 3,663 $286K
Better Money Decisions, LLC 0.20% New 3,661 $286K
WNY Asset Management, LLC 0.04% Reduce -2.9% 3,660 $286K
Williams Jones Wealth Management, LLC. 0.00% No change 3,638 $284K
Novus Advisors, LLC 0.28% — 3,628 $283K
Liberty Capital Management, Inc. 0.06% Add +11.4% 3,625 $283K
New Insight Wealth Advisors 0.14% Add +11.6% 3,618 $282K
Acorn Financial Advisory Services Inc. 0.05% No change 3,615 $282K
Harvest Investment Services, LLC 0.07% Reduce -1.2% 3,601 $281K
Viawealth, LLC 0.17% Add +1.4% 3,569 $278K
Glen Eagle Advisors, LLC 0.05% Reduce -12.6% 3,559 $278K
Biltmore Family Office, LLC 0.05% Reduce -9.0% 3,550 $277K
Compound Planning, Inc. 0.01% Reduce -27.0% 3,550 $277K
Financial Advocates Investment Management 0.02% Reduce -0.1% 3,545 $277K
Daymark Wealth Partners, LLC 0.01% Reduce -5.0% 3,535 $276K
C2C Wealth Management, LLC 0.25% Reduce -9.9% 3,513 $274K
Cornerstone Wealth Management, LLC 0.02% Add +1.7% 3,479 $271K
International Assets Investment Management, LLC 0.02% Reduce -6.7% 3,463 $270K
Ieq Capital, LLC 0.00% New 3,463 $270K
Pension & Wealth Management Advisors, Inc. 0.11% Reduce -82.2% 3,456 $270K
Stock Yards Bank & Trust Co. 0.01% Add +15.1% 3,440 $268K
Gateway Wealth Partners, LLC 0.07% Add +0.3% 3,408 $266K
Bellecapital International Ltd. 0.05% No change 3,371 $263K
Riverview Capital Advisers, LLC 0.08% No change 3,360 $262K
Litman Gregory Wealth Management LLC 0.02% Reduce -84.5% 3,355 $262K
Interactive Financial Advisors, Inc. 0.14% Add +1.6% 3,354 $262K
Breakwater Investment Management 0.11% Add +67.1% 3,346 $261K
Team Financial Group, LLC 0.15% New 3,334 $260K
Kingswood Wealth Advisors, LLC 0.02% Add +5.8% 3,306 $258K
FineMark National Bank & Trust 0.01% Add +17.5% 3,301 $258K
Legacy Edge Advisors, LLC 0.04% Reduce -11.6% 3,296 $257K
Princeton Capital Management LLC 0.08% New 3,280 $256K
Moseley Investment Management Inc. 0.10% Add +0.3% 3,266 $255K
Brighton Jones LLC 0.01% New 3,231 $252K
AQR Capital Management 0.00% New 3,189 $249K
Foster Group, Inc. 0.01% Add +1.4% 3,189 $249K
Matthew Goff Investment Advisor, LLC 0.05% Reduce -43.8% 3,175 $248K
HBW Advisory Services LLC 0.03% Add +2.0% 3,172 $247K
Trinity Wealth Management, LLC 0.11% Add +6.7% 3,137 $245K
Covenant Asset Management, LLC 0.05% No change 3,116 $243K
Intelligence Driven Advisers, LLC 0.05% Reduce -78.5% 3,089 $241K
ARK & TLK Investments, LLC 0.08% Add +0.0% 3,082 $240K
Private Portfolio Partners LLC 0.04% Reduce -11.5% 3,077 $240K
HB Wealth Management, LLC 0.00% Reduce -14.6% 3,076 $240K
Tenon Financial LLC 0.15% Reduce -5.5% 3,066 $239K
Logan Capital Management Inc. 0.01% No change 3,052 $238K
Acropolis Investment Management, LLC 0.01% Add +31.4% 3,044 $237K
Kintayl Capital LP 0.22% — 3,029 $236K
Darrow Company, Inc. 0.14% New 3,019 $236K
Harrington Investments, INC 0.13% No change 3,000 $234K
New Century Financial Group, LLC 0.10% Reduce -3.0% 2,990 $233K
HSBC Holdings PLC 0.00% New 2,970 $232K
Schechter Investment Advisors, LLC 0.02% No change 2,966 $231K
Guyasuta Investment Advisors Inc. 0.01% No change 2,961 $231K
Capital Advantage, Inc. 0.04% New 2,953 $230K
Silver Oak Advisory Group, Inc. 0.12% Add +0.2% 2,960 $230K
Cambridge Capital Management, LLC 0.15% Reduce -8.8% 2,943 $230K
MAS Advisors LLC 0.38% No change 2,928 $228K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -40.2% 2,927 $228K
RAM Investment Partners, LLC 0.06% New 2,925 $228K
WealthPLAN Partners, LLC 0.03% New 2,903 $226K
Ashton Thomas Securities, LLC 0.06% Add +48.3% 2,888 $225K
Investors Research Corp 0.05% Add +1.3% 2,872 $224K
Talon Private Wealth, LLC 0.05% New 2,867 $224K
Endeavor Private Wealth, Inc. 0.21% — 2,838 $221K
Investmark Advisory Group LLC 0.11% New 2,821 $220K
Activest Wealth Management 0.06% Add +1.4% 2,814 $220K
Infinity Wealth Counsel, LLC 0.23% — 2,807 $219K
Main Street Financial Solutions, LLC 0.02% Add +4.3% 2,798 $218K
Cornell Pochily Investment Advisors, Inc. 0.08% Add +1.3% 2,796 $218K
PCG Asset Management, LLC 0.19% — 2,770 $216K
Conservest Capital Advisors, Inc. 0.02% Add +0.5% 2,769 $216K
Hoge Financial Services, LLC 0.16% Add +1.3% 2,767 $216K
Archford Capital Strategies, LLC 0.03% Add +0.1% 2,757 $215K
Genesis Wealth Advisors, LLC 0.19% — 2,753 $215K
Symmetry Partners, LLC 0.03% New 2,746 $214K
Whitaker-Myers Wealth Managers, LTD. 0.06% No change 2,735 $213K
Smith, Moore & Co. 0.02% New 2,732 $213K
Schaeffer Financial LLC 0.21% Add +3.2% 2,723 $212K
Roger Wittlin Investment Advisory, LLC 0.12% Add +1.4% 2,710 $211K
Navalign, LLC 0.06% New 2,706 $211K
Duncan Williams Asset Management, LLC 0.08% Reduce -1.0% 2,667 $208K
BankPlus Wealth Management LLC 0.15% — 2,629 $205K
Obsidian Personal Planning Solutions LLC 0.10% No change 2,601 $204K
IVC Wealth Advisors LLC 0.11% Add +3.1% 2,601 $203K
LVW Advisors, LLC 0.02% No change 2,600 $203K
Estate Counselors, LLC 0.02% Reduce -38.5% 2,600 $203K
Lodestar Private Asset Management LLC 0.03% Add +0.3% 2,595 $202K
Excalibur Management Corp. 0.08% New 2,593 $202K
Dakota Wealth Management 0.00% New 2,587 $202K
Legacy Capital Wealth Partners, LLC 0.05% No change 2,581 $201K
LifeGoal Investments, LLC 0.22% — 2,579 $201K
Seven Springs Wealth Group, LLC 0.08% New 2,577 $201K
JCIC Asset Management Inc. 0.08% No change 2,560 $200K
Coppell Advisory Solutions LLC 0.03% Add +45.2% 2,554 $199K
Key Financial Inc 0.05% No change 2,553 $199K
Dunhill Financial, LLC 0.09% No change 2,550 $199K
Orion Capital Management LLC 0.09% Reduce -77.7% 2,542 $198K
United Community Bank 0.08% Add +5.6% 2,519 $197K
Manchester Capital Management LLC 0.02% No change 2,505 $195K
Nvwm, LLC 0.05% No change 2,505 $195K
Smartleaf Asset Management LLC 0.02% Reduce -1.2% 2,474 $193K
WPG Advisers, LLC 0.17% — 2,404 $188K
Cornerstone Planning Group LLC 0.04% Reduce -22.3% 2,264 $178K
Hall Laurie J Trustee 0.06% No change 2,260 $176K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -47.6% 2,252 $176K
Contravisory Investment Management, Inc. 0.03% Reduce -10.0% 1,987 $155K
Capital Investment Advisory Services, LLC 0.01% Add +18.4% 1,922 $150K
Decker Retirement Planning Inc. 0.08% — 1,862 $145K
Front Row Advisors LLC 0.05% No change 1,809 $141K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -59.7% 1,802 $141K
Pacifica Partners Inc. 0.06% No change 1,779 $139K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 1,719 $134K
Westchester Capital Management, Inc. 0.03% No change 1,715 $134K
Blume Capital Management, Inc. 0.03% No change 1,712 $134K
Y.D. More Investments Ltd 0.01% Add +111.8% 1,705 $133K
Bristlecone Advisors, LLC 0.01% No change 1,695 $132K
Chapman Financial Group, LLC 0.10% — 1,647 $128K
Atticus Wealth Management, LLC 0.04% Add +23.5% 1,645 $128K
Palouse Capital Management, Inc. 0.09% Reduce -0.6% 1,643 $128K
Motco 0.01% Reduce -7.1% 1,580 $123K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 1,514 $118K
Tower View Wealth Management LLC 0.06% Add +4.4% 1,488 $116K
Signaturefd, LLC 0.00% Reduce -0.2% 1,455 $114K
MilWealth Group LLC 0.03% New 1,447 $113K
S.A. Mason LLC 0.06% Reduce -10.9% 1,425 $111K
BankPlus Trust Department 0.04% — 1,400 $109K
Bernard Wealth Management Corp. 0.05% — 1,349 $105K
Caldwell Sutter Capital, Inc. 0.05% No change 1,348 $105K
Bokf, NA 0.00% Reduce -25.8% 1,349 $105K
Westside Investment Management, Inc. 0.02% No change 1,303 $102K
Roxbury Financial LLC 0.10% — 1,286 $101K
Flagship Wealth Advisors, LLC 0.06% — 1,223 $95K
Golden State Wealth Management, LLC 0.01% — 1,165 $91K
Consultiva Wealth Management, Corp. 0.45% New 1,150 $90K
Caldwell Trust Co 0.01% Reduce -33.1% 1,120 $87K
Bangor Savings Bank 0.01% Reduce -1.3% 1,071 $84K
Elequin Capital, LP 0.01% New 1,063 $83K
Accredited Wealth Management, LLC 0.07% — 1,030 $80K
Founders Financial Alliance, LLC 0.02% Add +0.3% 978 $76K
Trifecta Capital Advisors, LLC 0.01% No change 962 $75K
Toronto Dominion Bank 0.00% No change 960 $75K
NorthRock Partners, LLC 0.00% Reduce -52.1% 947 $74K
Rothschild Investment LLC 0.00% Add +134.3% 937 $73K
SBI Securities Co., Ltd. 0.00% — 937 $73K
SIMA Wealth Partners, LLC 0.06% Reduce -1.8% 924 $72K
Field & Main Bank 0.02% New 905 $71K
Bogart Wealth, LLC 0.00% Add +0.1% 880 $69K
Pinney & Scofield, Inc. 0.05% — 875 $68K
1620 Investment Advisors, Inc. 0.05% No change 866 $68K
Capital Advisors, Ltd. LLC 0.01% Reduce -0.8% 853 $67K
Capital Analysts, LLC 0.00% Add +306.2% 857 $67K
Fairway Wealth LLC 0.03% New 837 $65K
Federation des caisses Desjardins du Quebec 0.00% No change 831 $65K
Moser Wealth Advisors, LLC 0.03% No change 800 $62K
Running Point Capital Advisors, LLC 0.02% Add +4.8% 770 $60K
Sanctuary Wealth Management, L.L.C. 0.04% No change 742 $58K
First Community Trust NA 0.04% No change 738 $58K
Canton Hathaway, LLC 0.01% No change 700 $55K
Johnson Financial Group, Inc. 0.00% Reduce -12.5% 700 $55K
Ameriflex Group, Inc. 0.02% — 686 $54K
Graney & King, LLC 0.04% — 677 $53K
St Germain D J Co. Inc. 0.00% Add +278.2% 677 $53K
Hurley Capital, LLC 0.04% — 654 $51K
McIlrath & Eck, LLC 0.01% No change 646 $50K
Denali Advisors LLC 0.01% Reduce -93.9% 633 $49K
Delta Asset Management LLC 0.00% Add +3.4% 572 $45K
Sound Income Strategies, LLC 0.00% Add +46.7% 562 $44K
Greenline Partners, LLC 0.01% New 535 $42K
2UniFi Bank 0.03% — 534 $42K
EPG Wealth Management LLC 0.01% Add +1.4% 523 $41K
Venturi Wealth Management, LLC 0.00% Reduce -10.8% 519 $41K
UMB Bank, n.a. 0.00% Reduce -98.1% 500 $39K
Vermillion Wealth Management, Inc. 0.02% — 492 $38K
Cape Investment Advisory, Inc. 0.01% Add +0.4% 477 $37K
Financial Freedom, LLC 0.02% Reduce -0.4% 459 $36K
Concourse Financial Group Securities, Inc. 0.00% Add +156.3% 451 $35K
First Financial Corp. 0.02% No change 450 $35K
Colonial Trust Advisors 0.00% No change 449 $35K
Islay Capital Management, LLC 0.02% No change 430 $34K
Elevation Wealth Partners, LLC 0.01% Add +1.5% 416 $32K
Wolff Wiese Magana LLC 0.02% No change 414 $32K
First Command Advisory Services, Inc. 0.00% No change 410 $32K
Fortitude Family Office, LLC 0.01% Add +1.5% 410 $32K
Keystone Financial Group, Inc. 0.03% — 409 $32K
Transce3nd, LLC 0.01% — 405 $32K
Financial Gravity Companies, Inc. 0.01% Add +3.2% 385 $30K
Gold Investment Management Ltd. 0.01% Add +4.0% 334 $26K
Global Trust Asset Management, LLC 0.01% Reduce -60.4% 312 $24K
LGT Financial Advisors LLC 0.05% No change 311 $24K
Sunbelt Securities, Inc. 0.00% Add +0.7% 310 $24K
Sachetta, LLC 0.01% No change 300 $23K
Iron Horse Wealth Management, LLC 0.01% No change 300 $23K
Financial Management Professionals, Inc. 0.00% No change 300 $23K
Asset Dedication, LLC 0.00% No change 300 $23K
Carolinas Wealth Consulting LLC 0.00% Add +3.2% 292 $23K
Crewe Advisors LLC 0.00% No change 291 $23K
Mark Sheptoff Financial Planning, LLC 0.01% No change 290 $23K
Midwest Capital Advisors, LLC 0.02% — 284 $22K
Wintrust Investments LLC 0.02% New 291 $22K
Vermillion & White Wealth Management Group, LLC 0.01% No change 245 $19K
TruNorth Capital Management, LLC 0.00% Add +1.3% 231 $18K
AlphaMark Advisors, LLC 0.01% Add +291.7% 235 $18K
LRI Investments, LLC 0.00% No change 227 $18K
Tidemark, LLC 0.01% No change 226 $18K
S&T Bank 0.01% New 225 $18K
Indiana Trust & Investment Management Co 0.01% Reduce -67.1% 216 $17K
Medallion Wealth Advisors, LLC 0.01% — 207 $16K
Bellevue Asset Management, LLC 0.01% No change 200 $16K
Rise Advisors, LLC 0.01% Add +1.8% 168 $13K
Castleview Partners, LLC 0.01% Reduce -0.7% 153 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
PSI Advisors, LLC 0.00% Add +921.4% 143 $11K
Harbor Investment Advisory, LLC 0.00% No change 142 $11K
Holos Integrated Wealth LLC 0.01% — 137 $11K
Bellwether Advisors, LLC 0.00% New 125 $10K
Center for Financial Planning, Inc. 0.00% No change 116 $9K
Reyes Financial Architecture, Inc. 0.01% — 115 $9K
Missouri Trust & Investment Co 0.00% No change 112 $9K
Towne Trust Company, N.A 0.00% New 104 $8K
Luminist Capital LLC 0.01% — 103 $8K
Cullen/Frost Bankers, Inc. 0.00% Add +1.0% 102 $8K
BNP Paribas Financial Markets 0.00% Reduce -100.0% 96 $7K
Concord Wealth Partners 0.00% Reduce -46.0% 95 $7K
Salomon & Ludwin, LLC 0.00% No change 93 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 92 $7K
PMV Capital Advisers, LLC 0.02% — 91 $7K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -99.1% 87 $7K
Hopwood Financial Services, Inc. 0.00% — 78 $6K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 77 $6K
Covestor Ltd 0.00% New 82 $6K
New England Asset Management Inc. 0.00% No change 75 $6K
Financial Life Planners 0.00% — 74 $6K
ORG Partners LLC 0.00% Add +1.5% 69 $5K
Morris Financial Concepts, Inc. 0.00% No change 68 $5K
Truvestments Capital LLC 0.00% Add +7.5% 57 $4K
TD Capital Management LLC 0.00% Add +2.0% 51 $4K
Northwest Capital Management Inc 0.00% No change 48 $4K
O'shaughnessy Asset Management, LLC 0.00% Add +2.1% 48 $4K
Davis Capital Management 0.00% No change 46 $4K
Beacon Capital Management, LLC 0.00% Reduce -86.4% 45 $3K
Archer Investment Corp 0.00% Add +2.5% 41 $3K
REAP Financial Group, LLC 0.00% No change 34 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.8% 33 $3K
Colonial Trust Co / SC 0.00% No change 30 $2K
Hartford Financial Management Inc. 0.00% New 28 $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
Hara Capital LLC 0.00% Reduce -78.6% 15 $1K
Quest 10 Wealth Builders, Inc. 0.00% — 14 $1K
SJS Investment Consulting Inc. 0.00% No change 12 $937
Private Capital Management LLC 0.00% No change 11 $859
Atala Financial Inc 0.00% — 10 $780
New Millennium Group LLC 0.00% Reduce -11.1% 8 $641
West Branch Capital LLC 0.00% New 8 $625
Clear Investment Research, LLC 0.00% No change 6 $468
Lanark Financial, Inc. 0.03% — 4 $331
Values First Advisors, Inc. 0.00% No change 2 $164
Hoey Investments, Inc. 0.00% No change 1 $109
Darwin Wealth Management, LLC 0.00% New 1 $82
Brooklyn Investment Group 0.00% New 1 $79
BNP Paribas 0.00% No change 1 $78

"% 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.