Vanguard S/T Corp. Bond ETFVCSHETF
13F holders, Q4 2024 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $153.4M |
| Exits | 81 | $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.