Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q2 2025 (June 30)
1,353holders +24
83new positions
61sold out
4famous investors
$79.49avg. 13F price*

At the end of Q2 2025, 1,353 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, up 24 from Q1 2025. 83 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($5.1B), Morgan Stanley ($1.4B) and Prudential PLC ($1.0B). 4 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions83$372.9M
Exits61$183.3M

All 13F filers, Q1 2025 → Q2 2025: 17,698,768 shares bought and 23,276,482 shares sold, net −5,577,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,353 holders

Bank of America Corp. 0.41% Add +0.2% 64,027,464 $5.1B
Morgan Stanley 0.09% Reduce -10.7% 17,257,907 $1.4B
Prudential PLC 6.16% Reduce -39.3% 12,676,393 $1.0B
Envestnet Asset Management Inc. 0.18% Reduce -1.8% 7,724,724 $614.0M
Wells Fargo & Company 0.10% Reduce -1.2% 5,843,635 $464.6M
Royal Bank of Canada 0.09% Add +1.0% 5,634,145 $447.9M
UBS Group AG 0.09% Reduce -2.5% 5,271,405 $419.1M
Barings LLC 9.73% No change 5,108,527 $406.1M
Nepc LLC 10.16% Add +3.8% 5,049,050 $401.4M
Manufacturers Life Insurance Company, The 0.32% Add +62.0% 4,410,956 $350.7M
D. E. Shaw & Co. 0.34% Add +87.1% 4,015,700 $319.2M
Raymond James Financial Inc. 0.09% Add +4.2% 3,402,154 $270.5M
LPL Financial LLC 0.09% Add +1.9% 3,298,808 $262.3M
Sequoia Financial Advisors, LLC 1.72% Reduce -0.7% 3,154,064 $250.7M
JPMorgan Chase & Co. 0.02% Add +146.6% 2,974,971 $236.5M
Financial Engines Advisors L.L.C. 0.45% Reduce -4.7% 2,859,952 $227.4M
Goldman Sachs Group Inc. 0.04% Reduce -12.2% 2,832,302 $225.2M
Bank of New York Mellon Corp 0.04% Add +3.3% 2,604,087 $207.0M
Mather Group, Llc. 2.01% Add +4.0% 2,367,109 $188.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.06% Add +4.0% 2,256,378 $179.4M
Ameriprise Financial Inc. 0.04% Add +2.9% 2,227,706 $176.4M
III Capital Management 34.47% New 2,160,000 $171.7M
Corient Private Wealth LP 0.22% Reduce -0.3% 2,121,345 $168.6M
Japan Science & Technology Agency 2.61% Reduce -57.3% 2,070,000 $164.6M
Janney Montgomery Scott LLC 0.39% Reduce -7.8% 1,852,374 $147.3M
Trans-Canada Capital Inc. 9.71% Reduce -29.4% 1,792,494 $142.5M
Northwestern Mutual Wealth Management Co. 0.09% Add +83.3% 1,600,359 $127.2M
Truist Financial Corp. 0.18% Reduce -2.9% 1,536,059 $122.1M
Cerity Partners LLC 0.20% Add +2.7% 1,442,903 $114.7M
Mercer Global Advisors Inc. 0.25% Reduce -1.5% 1,400,196 $111.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.99% Add +12.2% 1,376,944 $109.0M
WestEnd Advisors, LLC 2.43% Reduce -9.1% 1,235,020 $98.2M
Steele Capital Management, Inc. 4.44% Add +2.2% 1,163,345 $92.5M
Bank of Montreal 0.05% Reduce -6.7% 1,160,044 $92.2M
RW Investment Management LLC 9.71% Add +0.8% 1,096,486 $87.2M
Keybank National Association 0.32% Reduce -1.6% 1,075,599 $85.5M
Strategic Financial Services, Inc. 4.44% Add +0.8% 1,037,924 $82.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 1,005,213 $79.9M
iA Global Asset Management Inc. 1.20% Reduce -31.4% 1,004,225 $79.8M
First Financial Bankshares Inc 1.78% Reduce -0.9% 998,636 $79.4M
MAI Capital Management 0.55% Add +2.6% 991,382 $78.8M
Cetera Investment Advisers 0.13% Add +20.4% 978,415 $77.8M
Hilton Capital Management, LLC 6.06% Add +1.8% 954,911 $75.9M
Smithfield Trust Co 3.57% Reduce -0.7% 949,420 $75.5M
Modera Wealth Management, LLC 0.93% Reduce -2.4% 949,055 $75.4M
Creative Planning 0.06% Add +8.9% 931,092 $74.0M
BNP Paribas Financial Markets 0.06% Add +42.3% 881,914 $70.1M
Stifel Financial Corp. 0.07% Reduce -3.1% 866,620 $68.9M
RiverFront Investment Group, LLC 1.33% Reduce -0.4% 854,927 $68.0M
Valeo Financial Advisors, LLC 1.67% Reduce -30.9% 852,754 $67.8M
American Family Investments, Inc. 3.67% No change 845,187 $67.2M
Stonebridge Capital Advisors LLC 5.07% Add +6.6% 839,231 $66.7M
Busey Bank 2.03% Add +6.1% 836,071 $66.5M
Focus Partners Wealth 0.14% Add +5.6% 826,859 $65.7M
Principal Financial Group Inc. 0.03% Add +226.1% 812,580 $64.6M
Renaissance Technologies 0.08% Reduce -38.3% 793,300 $63.1M
Kohmann Bosshard Financial Services, LLC 6.99% Add +4.0% 788,502 $62.7M
Commonwealth Equity Services, LLC 0.08% Add +1.5% 786,208 $62.5M
DAVENPORT & Co LLC 0.34% Add +2.6% 776,368 $61.7M
Oakworth Capital, Inc. 3.93% Add +5.3% 766,139 $60.9M
Rockbridge Investment Management, LCC 6.45% Add +3.3% 756,667 $60.2M
BlueSky Wealth Advisors, LLC 8.57% Add +1.9% 742,293 $59.0M
Quantum Financial Planning Services, Inc. 27.48% Reduce -1.6% 734,213 $58.4M
Beacon Investment Advisory Services, Inc. 2.56% Add +1.8% 728,135 $57.9M
Retirement Systems of Alabama 0.21% Reduce -0.7% 720,835 $57.3M
Mariner, LLC 0.08% Add +3.9% 720,494 $57.3M
Bartlett & Co. Wealth Management LLC 0.79% Add +1.6% 708,290 $56.3M
Lutz Financial Services LLC 4.25% Add +1.2% 689,269 $54.8M
Baird Financial Group, Inc. 0.09% Add +2.6% 640,398 $50.9M
Osaic Holdings, Inc. 0.09% Add +9.2% 631,770 $50.2M
TD Private Client Wealth LLC 1.22% Add +6.8% 625,749 $49.7M
Resonant Capital Advisors, LLC 3.16% Add +5.0% 623,094 $49.5M
Liquid Strategies, LLC 10.78% Add +2.0% 620,621 $49.3M
First National Bank & Trust Co. of Newtown 9.87% Reduce -0.4% 620,054 $49.3M
Stephens Inc. 0.67% Reduce -0.7% 617,163 $49.1M
Total Wealth Planning, LLC 6.16% Reduce -2.2% 613,194 $48.7M
Benjamin Edwards Inc. 0.62% Add +5.3% 609,071 $48.4M
Victory Capital Management Inc. 0.03% Reduce -4.1% 599,518 $47.7M
Capital Investment Services of America, Inc. 4.21% Add +1.8% 578,944 $46.0M
Cwm, LLC 0.16% Reduce -0.5% 565,410 $45.0M
North Star Investment Management Corp. 3.11% Add +2.0% 561,002 $44.6M
HighTower Advisors, LLC 0.05% Add +8.1% 547,107 $43.5M
Rockefeller Capital Management L.P. 0.09% Add +51.6% 520,004 $43.3M
Eaton-Cambridge Inc. 16.29% Add +3.7% 543,148 $43.2M
Proffitt & Goodson Inc. 6.45% Add +1.3% 532,006 $42.3M
Jane Street Group, LLC 0.07% New 520,215 $41.4M
BCK Partners, Inc. 24.01% Add +1.0% 514,744 $40.9M
Zurich Insurance Group Ltd 0.31% No change 512,721 $40.8M
Franklin Resources Inc. 0.01% Add +5.3% 481,158 $38.3M
National Bank of Canada 0.04% Add +1490.6% 480,733 $38.2M
Allen Investment Management, LLC 0.42% Add +0.0% 479,139 $38.1M
Essex LLC 7.18% Add +1.4% 458,576 $36.5M
Patriot Investment Management Group, Inc. 2.52% Add +0.6% 457,889 $36.4M
Ami Investment Management Inc. 9.12% Add +99.8% 444,408 $35.3M
Bank of Nova Scotia 0.07% Add +28.1% 442,989 $35.2M
Brandywine Oak Private Wealth LLC 3.26% Add +1.1% 442,181 $35.2M
William Mack & Associates, Inc. 21.91% Add +12.9% 433,726 $34.5M
Aptus Capital Advisors, LLC 0.34% Add +4.7% 431,091 $34.3M
MML Investors Services, LLC 0.10% Reduce -19.4% 429,066 $34.1M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -6.9% 429,844 $34.0M
FIDELIS iM, LLC 15.11% Reduce -3.8% 427,216 $34.0M
Allworth Financial LP 0.16% Add +1.8% 417,631 $33.2M
Sunburst Financial Group, LLC 7.39% Add +4.6% 415,230 $33.0M
Wealthspire Advisors, LLC 0.18% Reduce -43.6% 412,619 $32.8M
AAFMAA Wealth Management & Trust LLC 13.49% Reduce -35.7% 410,405 $32.6M
American Money Management, LLC 5.76% Add +5.7% 409,941 $32.6M
Johnson Bixby & Associates, LLC 4.41% Add +4.1% 403,756 $32.1M
Efficient Advisors, LLC 1.91% Reduce -0.7% 403,499 $32.1M
Fischer Financial Services, Inc. 9.26% Add +9.5% 396,114 $31.5M
American Financial Advisors, LLC 4.39% Reduce -0.9% 395,784 $31.5M
Exencial Wealth Advisors, LLC 1.09% Reduce -1.8% 387,676 $30.8M
Creative Financial Designs Inc. 2.22% Reduce -2.5% 387,411 $30.8M
Neuberger Berman Group LLC 0.02% Add +2.2% 386,611 $30.7M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +14.9% 384,416 $30.6M
Adaptive Financial Consulting, LLC 12.71% Reduce -11.6% 382,843 $30.4M
1834 Investment Advisors Co. 3.84% Reduce -4.6% 381,603 $30.3M
Old National Bancorp 0.52% Add +8.1% 369,000 $29.3M
Leonard Rickey Investment Advisors P.L.L.C. 5.84% Add +0.9% 367,762 $29.2M
Quaker Wealth Management, LLC 9.76% — 366,743 $29.2M
Howard Capital Management Group, LLC 2.02% Reduce -0.8% 366,225 $29.1M
Northwest Bancshares, Inc. 5.07% Reduce -1.3% 366,195 $29.1M
Fisher Asset Management 0.01% Reduce -12.9% 357,860 $28.4M
Siligmueller & Norvid Wealth Advisors LLC 10.98% Add +12.6% 357,462 $28.3M
Captrust Financial Advisors 0.06% Add +27.2% 354,704 $28.2M
Mesirow Financial Investment Management, Inc. 0.54% Add +1.5% 348,883 $27.7M
&partners 0.21% Add +16.7% 344,229 $27.4M
Albion Financial Group 1.77% Reduce -0.5% 340,810 $27.1M
Bath Savings Trust Co 2.73% Reduce -2.5% 338,868 $26.9M
Goodman Financial Corp 5.35% Add +4.9% 334,787 $26.6M
NorthCoast Asset Management LLC 0.11% Reduce -0.3% 333,730 $26.5M
State Farm Mutual Automobile Insurance Co. 0.02% Add +1.6% 331,948 $26.4M
Waverly Advisors, LLC 0.29% Reduce -5.7% 331,015 $26.3M
Zhang Financial LLC 1.21% Add +7.2% 329,709 $26.2M
Montis Financial, LLC 7.28% Add +11.2% 329,497 $26.2M
Exchange Traded Concepts, LLC 0.33% New 324,144 $25.8M
State of Wisconsin Investment Board 0.06% No change 324,000 $25.8M
Cambridge Investment Research Advisors, Inc. 0.08% Add +0.3% 323,989 $25.8M
White Lighthouse Investment Management Inc. 4.15% Add +1.3% 321,274 $25.5M
Towneley Capital Management, Inc / DE 5.84% Reduce -9.3% 320,165 $25.5M
Longview Financial Advisors LLC 15.94% Reduce -9.6% 319,986 $25.4M
Cypress Financial Planning LLC 8.31% Add +6.7% 318,167 $25.3M
Baskin Financial Services Inc. 1.85% Add +0.5% 307,487 $24.4M
Wescott Financial Advisory Group, LLC 2.28% Reduce -4.2% 300,250 $23.9M
Wolff Financial Management LLC 6.13% Add +2.6% 298,397 $23.7M
CIBC Private Wealth Group LLC 0.04% Reduce -1.1% 297,153 $23.6M
Kestra Private Wealth Services, LLC 0.34% Reduce -27.6% 295,969 $23.5M
CW Advisors, LLC 0.23% Add +86.7% 293,305 $23.3M
Maryland Capital Advisors Inc. 8.87% Reduce -2.7% 284,791 $22.6M
Graves Light Lenhart Wealth, Inc. 2.66% Add +2.3% 281,332 $22.4M
Beacon Financial Strategies CORP 13.87% Reduce -0.8% 277,570 $22.1M
Howe & Rusling Inc. 1.62% Add +35.9% 276,408 $22.0M
Market Street Wealth Management Advisors LLC 3.47% Add +0.4% 267,665 $21.3M
JBGlobal.com LLC 21.72% Add +4.0% 262,940 $20.9M
Matrix Trust Co 3.30% Add +1.2% 260,478 $20.7M
Coyle Financial Counsel LLC 5.51% Add +4.1% 258,667 $20.6M
Bear Mountain Capital, Inc. 7.28% Add +0.1% 256,434 $20.3M
ShankerValleau Wealth Advisors, Inc. 5.72% Add +2.8% 252,409 $20.1M
Farmers & Merchants Investments Inc. 0.58% Add +5.9% 252,138 $20.0M
NewEdge Advisors, LLC 0.10% Reduce -2.1% 251,623 $20.0M
Unison Advisors LLC 2.24% Add +5.6% 251,508 $20.0M
AllSquare Wealth Management LLC 11.16% Reduce -0.9% 250,068 $19.9M
Pittenger & Anderson Inc. 0.71% Add +3.6% 245,513 $19.5M
Rodgers & Associates, LTD 2.13% Add +10.8% 244,385 $19.4M
Comerica Bank 0.08% Reduce -5.1% 244,249 $19.4M
Kwmg, LLC 1.81% Add +2.0% 241,893 $19.2M
EverSource Wealth Advisors, LLC 0.87% Add +0.8% 241,092 $19.2M
WBH Advisory Inc. 1.58% Add +18.3% 233,683 $18.6M
First National Trust Co 0.69% Add +2.8% 232,221 $18.5M
Marion Wealth Management 4.47% Add +0.3% 224,517 $17.8M
Firestone Capital Management 4.17% Add +5.7% 222,621 $17.7M
Trustmark Bank Trust Department 1.22% Add +0.0% 221,752 $17.6M
United Services Automobile Association 1.83% Reduce -40.5% 221,429 $17.6M
Penserra Capital Management LLC 0.24% Add +82.8% 219,101 $17.4M
MassMutual Private Wealth & Trust, FSB 0.46% Add +1.8% 217,701 $17.3M
Gould Asset Management LLC 3.37% Add +4.7% 216,530 $17.2M
RFG Advisory, LLC 0.40% Reduce -0.5% 216,338 $17.2M
Dynamic Advisor Solutions LLC 0.53% Reduce -31.2% 215,033 $17.1M
Wealth Management Nebraska 2.29% Reduce -7.3% 213,099 $16.9M
WESCAP Management Group, Inc. 3.82% Add +9.3% 211,245 $16.8M
Whelan Financial 5.99% Add +0.3% 208,414 $16.6M
Wood Tarver Financial Group, LLC 4.93% Add +2.7% 206,180 $16.4M
BlackRock, Inc. 0.00% New 205,032 $16.3M
Hassell Wealth Management, LLC 5.91% Add +7.2% 203,874 $16.2M
Asset Management Group, Inc. 2.81% Reduce -3.2% 203,017 $16.1M
Employees' Retirement Fund of the City of Fort Worth 7.29% No change 202,264 $16.0M
Platt Investment Counsel, LLC 15.16% Add +20.1% 200,726 $16.0M
Curbstone Financial Management Corp 3.26% Reduce -3.4% 200,116 $15.9M
Capitolis Liquid Global Markets LLC 0.12% New 200,000 $15.9M
Paulson Wealth Management Inc. 4.08% Add +1.8% 198,247 $15.8M
Pinnacle Financial Partners Inc 0.33% Reduce -31.2% 196,110 $15.6M
Hiley Hunt Wealth Management 7.87% Add +1.3% 197,257 $15.6M
Private Advisor Group, LLC 0.08% Add +0.6% 192,510 $15.3M
Mason & Associates Inc 3.45% Reduce -9.0% 187,991 $14.9M
Patten & Patten Inc. 0.97% Reduce -4.0% 187,751 $14.9M
PNC Financial Services Group, Inc. 0.01% Reduce -2.0% 186,369 $14.8M
Wealthspire Retirement, LLC 0.97% Reduce -0.8% 184,372 $14.7M
International City Management Association Retirement Corp 7.70% No change 181,600 $14.4M
TL Private Wealth 5.95% Reduce -0.7% 181,369 $14.3M
Jump Financial, LLC 0.18% New 180,000 $14.3M
Cordant, Inc. 6.79% Add +0.5% 177,034 $14.1M
Rialto Wealth Management, LLC 3.93% Add +15.0% 176,769 $14.1M
Van Strum & Towne Inc. 4.40% Add +0.2% 175,549 $14.0M
Alliancebernstein L.P. 0.00% Add +1.1% 175,069 $13.9M
Fairview Capital Investment Management, LLC 0.71% Reduce -0.2% 173,661 $13.8M
Grey Fox Wealth Advisors, LLC 3.28% Reduce -0.7% 173,191 $13.8M
Union Bancaire Privee, UBP SA 0.20% Add +1.6% 174,089 $13.7M
Principal Securities, Inc. 0.26% Add +28.9% 172,205 $13.7M
Stordahl Capital Management, Inc. 3.04% Add +1.0% 172,012 $13.7M
OneDigital Investment Advisors LLC 0.15% Add +1.3% 171,975 $13.7M
Capital Group Private Client Services, Inc. 0.12% No change 168,148 $13.4M
NewEdge Wealth, LLC 0.21% Reduce -44.0% 168,096 $13.4M
Beacon Pointe Advisors, LLC 0.14% Add +28.0% 167,812 $13.3M
Forbes Financial Planning, Inc. 8.91% Add +90.5% 165,886 $13.2M
Montag A & Associates Inc. 0.64% Reduce -0.9% 165,468 $13.2M
Twele Capital Management, Inc. 2.60% Add +0.4% 164,675 $13.1M
Lowe Wealth Advisors, LLC 5.11% Add +6.0% 164,563 $13.1M
Prudential Financial Inc. 0.02% Add +236.0% 163,159 $13.0M
Vise Technologies, Inc. 0.53% — 161,906 $12.9M
Tandem Wealth Advisors LLC 6.34% Reduce -5.9% 161,161 $12.8M
Level Financial Advisors 3.98% Add +0.7% 160,909 $12.8M
Parallel Advisors, LLC 0.26% Add +4.0% 160,550 $12.8M
Valmark Advisers, Inc. 0.18% Add +0.3% 159,467 $12.7M
Beese Fulmer Investment Management, Inc. 0.94% Add +7.8% 158,806 $12.6M
UG Investment Advisers Ltd. 2.70% Add +9.8% 158,647 $12.6M
Staley Capital Advisers Inc. 0.53% Add +3.3% 157,203 $12.5M
Urban Financial Advisory Corp 6.22% Add +1.4% 155,743 $12.4M
CWA Asset Management Group, LLC 0.52% Add +5.1% 154,893 $12.3M
Osborne Partners Capital Management, LLC 0.65% Reduce -2.0% 153,018 $12.2M
Orion Porfolio Solutions, LLC 0.10% Reduce -20.0% 152,433 $12.1M
Farther Finance Advisors, LLC 0.24% Add +27.2% 151,866 $12.1M
Asio Capital, LLC 2.00% Reduce -22.6% 151,370 $12.0M
Grove Bank & Trust 1.50% Add +2.9% 151,273 $12.0M
Thrivent Financial for Lutherans 0.03% Add +84.6% 149,785 $11.9M
Shufro Rose & Co. LLC 0.95% Reduce -1.9% 147,993 $11.7M
Gradient Capital Advisors, LLC 3.44% Reduce -7.1% 146,340 $11.6M
United Capital Financial Advisors, LLC 0.09% Reduce -0.7% 145,886 $11.6M
Private Management Group Inc. 0.36% Reduce -37.9% 139,992 $11.1M
Goldstone Financial Group, LLC 1.46% Reduce -13.8% 139,848 $11.1M
Capstone Capital LLC 7.98% Add +9.8% 138,207 $11.0M
Seaside Wealth Management, Inc. 3.44% Add +7.0% 136,133 $10.8M
Factor Wealth Management LTD 2.93% Add +5.0% 134,414 $10.7M
Horizon Investment Services, LLC 4.67% Add +2.3% 134,020 $10.7M
Roundview Capital LLC 0.71% Add +2.9% 133,161 $10.6M
Cherry Tree Wealth Management, LLC 2.46% Reduce -1.6% 132,953 $10.6M
World Investment Advisors 0.24% Add +10.5% 131,725 $10.5M
Providence First Trust Co 3.70% Add +8.8% 131,582 $10.5M
TAGStone Capital, Inc. 4.32% Add +0.4% 131,773 $10.5M
DecisionPoint Financial, LLC 2.66% Reduce -0.7% 131,378 $10.4M
Condor Capital Management 0.90% Add +1.1% 130,618 $10.4M
Chesapeake Wealth Management 3.46% Add +1.9% 130,540 $10.4M
Sage Financial Management Group, Inc. 3.59% Reduce -28.9% 130,493 $10.4M
Robertson Stephens Wealth Management, LLC 0.36% Add +8.4% 130,250 $10.4M
Nisa Investment Advisors, LLC 0.05% Add +4.7% 129,042 $10.3M
Obermeyer Wealth Partners 0.51% Reduce -0.5% 128,762 $10.2M
Metropolitan Life Insurance Co 3.05% New 128,222 $10.2M
Checchi Capital Advisers, LLC 0.71% Reduce -5.5% 127,722 $10.2M
BCS Wealth Management 2.18% Add +12.7% 127,438 $10.1M
Estate Counselors, LLC 0.99% Add +4159.5% 127,145 $10.1M
Lighthouse Financial LLC 7.71% Add +9.2% 126,737 $10.1M
Fifth Third Securities, Inc. 0.76% Reduce -18.6% 126,614 $10.1M
Parkside Advisors LLC 2.20% Add +1.8% 126,148 $10.0M
Arkos Global Advisors 1.38% Reduce -20.2% 125,307 $10.0M
Disciplined Investments, LLC 4.12% Add +5.9% 122,603 $9.7M
Magnus Financial Group LLC 0.85% Add +4.0% 121,354 $9.6M
Apella Capital, LLC 0.26% Reduce -7.6% 121,747 $9.6M
OneAscent Financial Services LLC 0.68% Reduce -52.0% 120,521 $9.6M
Pointe Capital Management LLC 4.97% Add +2.0% 120,356 $9.6M
WASHINGTON TRUST Co 0.34% Reduce -0.7% 120,152 $9.6M
Madison Asset Management, LLC 0.10% Reduce -1.7% 120,148 $9.6M
Foundation Wealth Management, LLC\PA 4.12% Add +6.1% 119,867 $9.5M
MIdWestOne Financial Group, Inc. 1.22% Reduce -11.0% 118,111 $9.4M
Minot DeBlois Advisors LLC 8.83% Reduce -0.6% 117,217 $9.3M
Integrated Advisors Network LLC 0.42% Add +52.4% 117,149 $9.3M
Mustard Seed Financial, LLC 6.61% Add +10.8% 115,358 $9.2M
SouthState Bank Corp 0.40% Reduce -1.7% 115,341 $9.2M
Atlantic Edge Private Wealth Management, LLC 2.52% Reduce -2.5% 115,247 $9.2M
Avantax Advisory Services, Inc. 0.05% Reduce -7.8% 113,718 $9.0M
Choreo, LLC 0.13% Reduce -1.1% 113,622 $9.0M
Vista Investment Management 3.35% Reduce -2.2% 113,616 $9.0M
Whitegate Investment Counselors, Inc. 3.05% Add +1.8% 113,109 $9.0M
NBT Bank, N.A. 0.62% Add +0.7% 113,065 $9.0M
Keyvantage Wealth, LLC 4.00% Add +0.1% 112,006 $8.9M
Powers Advisory Group, LLC 3.88% Add +5.0% 110,926 $8.8M
Florida Trust Wealth Management Co 0.27% Add +7.7% 110,081 $8.8M
Oakwell Private Wealth Management, LLC 2.00% Add +9.9% 109,293 $8.7M
Milestone Investment Advisors LLC 2.26% Add +7.5% 109,203 $8.7M
SpringVest Wealth Management LLC 7.02% Add +0.5% 109,117 $8.7M
IMZ Advisory Inc 3.45% Add +4.5% 108,976 $8.6M
First American Trust, FSB 0.69% Add +16.0% 108,577 $8.6M
Leavell Investment Management, Inc. 0.38% Reduce -3.0% 107,549 $8.6M
Quattro Financial Advisors LLC 2.95% Reduce -1.0% 105,302 $8.4M
Flow Traders U.S. LLC 0.31% Reduce -47.9% 104,092 $8.3M
Citigroup Inc. 0.01% Add +5.3% 104,035 $8.3M
Fort Vancouver Investment Management, LLC 5.64% Reduce -1.3% 103,791 $8.3M
Peddock Capital Advisors, LLC 1.89% Add +8.1% 102,842 $8.2M
Curtis Advisory Group, LLC 2.03% Add +12.7% 101,764 $8.1M
First Horizon Advisors, Inc. 0.21% Add +5.3% 101,656 $8.1M
Assetmark, Inc. 0.02% Add +26.0% 101,628 $8.1M
Prospera Financial Services Inc 0.15% Reduce -0.4% 101,535 $8.1M
Sheets Smith Investment Management 7.06% Reduce -26.2% 101,220 $8.0M
ETF Portfolio Partners, Inc. 2.21% Add +5.3% 100,171 $8.0M
Larson Financial Group LLC 0.32% Reduce -21.6% 100,102 $8.0M
Telos Capital Management, Inc. 0.81% Reduce -1.2% 100,042 $8.0M
Sigma Investment Counselors Inc. 0.43% Add +7.4% 98,312 $7.8M
Hurlow Wealth Management Group, Inc. 2.19% Add +4.5% 97,711 $7.8M
Cliffwater LLC 1.58% Reduce -2.6% 96,812 $7.7M
Leading Edge Financial Planning LLC 2.12% Add +5.0% 95,805 $7.6M
McMill Wealth Management 2.51% Reduce -15.6% 95,488 $7.6M
Atria Investments, Inc 0.09% Reduce -1.2% 95,162 $7.6M
Mountain Pacific Investment Advisers LLC 0.55% Reduce -5.1% 95,048 $7.6M
Luminvest Wealth Management LLC 2.71% Reduce -1.5% 93,322 $7.6M
Studio Investment Management LLC 1.50% Reduce -24.3% 93,927 $7.5M
Sigma Planning Corp 0.22% Add +3.4% 93,638 $7.4M
Advisors Preferred, LLC 1.22% New 93,814 $7.4M
Everett Harris & Co. 0.10% Add +0.3% 93,080 $7.4M
Sumitomo Mitsui Financial Group, Inc. 0.12% Reduce -9.8% 92,355 $7.3M
Harbour Trust & Investment Management Co 0.80% Add +4.2% 91,352 $7.3M
Stone Summit Wealth LLC 2.25% Reduce -3.3% 91,325 $7.3M
Rossmore Private Capital 0.85% Reduce -10.6% 91,323 $7.3M
Sanctuary Advisors, LLC 0.04% Reduce -15.8% 91,166 $7.2M
Certified Advisory Corp 0.75% Add +2.1% 91,146 $7.2M
Boston Family Office LLC 0.47% Add +1.6% 89,445 $7.1M
Transamerica Financial Advisors, LLC 0.66% Reduce -3.9% 88,381 $7.0M
Sharper & Granite LLC 2.67% Add +3.7% 88,688 $7.0M
Pure Financial Advisors, LLC 0.12% Add +18.2% 87,734 $7.0M
B. Riley Wealth Advisors, Inc. 0.33% Reduce -18.3% 86,494 $6.9M
Susquehanna International Group, LLP 0.01% New 86,061 $6.8M
W.H. Cornerstone Investments Inc. 4.31% Add +3.1% 85,502 $6.8M
RFG - Bristol Wealth Advisors, LLC 2.11% Add +15.8% 85,456 $6.8M
Investments & Financial Planning, LLC 3.87% Reduce -6.7% 84,538 $6.7M
Connecticut Wealth Management, LLC 0.32% Reduce -15.3% 83,944 $6.7M
Glenview Trust Co 0.11% Add +4.2% 81,805 $6.5M
Bryn Mawr Trust Advisors, LLC 0.36% Add +6.2% 81,801 $6.5M
Catalyst Capital Advisors LLC 0.13% No change 81,223 $6.5M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -12.8% 80,279 $6.4M
Agf Management Ltd. 0.03% Reduce -3.0% 80,140 $6.4M
Oppenheimer & Co. Inc. 0.08% Reduce -0.4% 79,816 $6.3M
Anchor Capital Advisors LLC 0.19% Reduce -5.9% 79,805 $6.3M
Perennial Advisors, LLC 1.18% Reduce -0.9% 79,784 $6.3M
Summit Financial, LLC 0.14% Add +1.4% 79,771 $6.3M
Whittier Trust Co. 0.08% Add +2.0% 79,743 $6.3M
AA Financial Advisors, LLC 1.36% Reduce -3.5% 79,294 $6.3M
Country Club Bank 0.39% Reduce -3.5% 78,997 $6.3M
Black Diamond Financial, LLC 0.97% Add +1.2% 78,524 $6.2M
Ameritas Investment Partners, Inc. 0.20% Add +0.2% 77,764 $6.2M
DDD Partners, LLC 0.66% Reduce -2.8% 77,043 $6.1M
Scotia Capital Inc. 0.03% Add +24.5% 76,773 $6.1M
Galvin, Gaustad & Stein, LLC 0.53% Reduce -3.1% 76,704 $6.1M
D.A. Davidson & Co. 0.04% Reduce -4.0% 76,466 $6.1M
Tide Cove Capital Partners LLC 4.80% Add +2.3% 76,396 $6.1M
Sand Hill Global Advisors, LLC 0.22% New 76,186 $6.1M
Mgo One Seven LLC 0.19% Add +17.3% 75,977 $6.0M
Climber Capital SA 3.84% Add +7.5% 97,505 $6.0M
Fiducient Advisors LLC 0.73% No change 75,001 $6.0M
Evergreen Capital Management LLC 0.18% Add +7.8% 74,945 $6.0M
Trellis Wealth Advisors LLC 2.57% Reduce -0.8% 74,226 $5.9M
Phillips Financial Management, LLC 0.43% Reduce -9.5% 74,184 $5.9M
Axxcess Wealth Management, LLC 0.14% Add +16.4% 74,165 $5.9M
Integrated Wealth Concepts LLC 0.06% Add +3.4% 73,751 $5.9M
Verdence Capital Advisors LLC 0.40% Add +5.2% 73,583 $5.8M
Meridian Wealth Management, LLC 0.25% Add +4.3% 73,087 $5.8M
Focus Partners Advisor Solutions, LLC 0.08% Reduce -1.5% 72,899 $5.8M
Florin Court Capital LLP 5.87% Reduce -1.4% 72,204 $5.7M
Merit Financial Group, LLC 0.06% Reduce -6.6% 71,821 $5.7M
Bar Harbor Wealth Management 0.36% Reduce -6.1% 71,730 $5.7M
Friedenthal Financial 3.08% Add +339.9% 70,687 $5.6M
Addison Capital Co 1.95% Add +0.3% 70,458 $5.6M
Perigon Wealth Management, LLC 0.13% Reduce -0.6% 70,442 $5.6M
Arrow Financial Corp 0.59% Reduce -5.3% 70,060 $5.6M
Wealthspan Partners, LLC 2.30% Reduce -1.1% 69,731 $5.5M
Traub Capital Management LLC 5.13% — 69,706 $5.5M
Belpointe Asset Management LLC 0.23% Add +13.2% 69,399 $5.5M
Middleton & Co. Inc. 0.62% Reduce -5.7% 68,941 $5.5M
FineMark National Bank & Trust 0.18% Add +1748.0% 68,282 $5.4M
Equita Financial Network, Inc. 2.14% Reduce -6.1% 67,777 $5.4M
HORAN Wealth, LLC 1.65% — 67,708 $5.4M
Zacks Investment Management 0.05% Add +8.7% 67,619 $5.4M
Sagace Wealth Management LLC 3.96% Reduce -0.5% 66,649 $5.3M
Compass Advisory Group LLC 1.68% Add +4.2% 66,614 $5.3M
Fca Corp. 1.58% Add +7.3% 66,440 $5.3M
Presilium Private Wealth, LLC 1.08% Add +11.2% 66,297 $5.3M
Phoenix Financial Ltd. 0.07% Reduce -2.6% 66,266 $5.3M
Planning Directions Inc. 2.95% Reduce -7.3% 66,026 $5.2M
Conrad Siegel Investment Advisors, Inc. 1.16% Add +143.2% 64,918 $5.2M
Orser Capital Management, LLC 3.63% New 64,075 $5.1M
M&T Bank Corp 0.02% Add +87.0% 63,576 $5.1M
Hobart Private Capital, LLC 1.15% Add +16.1% 63,550 $5.1M
Invesco Ltd. 0.00% Reduce -0.9% 63,485 $5.0M
Arcataur Capital Management LLC 1.58% Add +0.0% 63,465 $5.0M
Patten Group, Inc. 1.07% Add +1.6% 63,421 $5.0M
Harbour Investments, Inc. 0.13% Add +0.7% 63,367 $5.0M
Flputnam Investment Management Co. 0.09% Reduce -7.2% 63,077 $5.0M
Grand Wealth Management, LLC 2.57% Reduce -2.5% 62,837 $5.0M
CreativeOne Wealth, LLC 0.13% Add +95.4% 62,219 $4.9M
Warwick Investment Management, Inc. 0.96% Reduce -3.5% 62,127 $4.9M
Blue Trust, Inc. 0.06% Add +0.7% 60,966 $4.8M
Koshinski Asset Management, Inc. 0.36% Add +0.7% 60,614 $4.8M
Anchor Investment Management, LLC 0.42% Add +6.1% 60,487 $4.8M
Econ Financial Services Corp 2.47% New 60,357 $4.8M
Massachusetts Wealth Management 2.69% Reduce -1.2% 59,892 $4.8M
Clifford Swan Investment Counsel LLC 0.17% Reduce -1.5% 59,814 $4.8M
Meitav Investment House Ltd. 0.06% Reduce -17.1% 59,356 $4.7M
Kure Advisory, LLC 3.12% Add +3.3% 59,155 $4.7M
Composition Wealth, LLC 0.08% Add +0.2% 58,598 $4.7M
CWC Advisors, LLC. 2.39% Add +3.2% 58,060 $4.6M
Oak Harvest Investment Services 0.58% Reduce -2.2% 58,055 $4.6M
Edgestream Partners, L.P. 0.13% Add +51.3% 57,982 $4.6M
IFP Advisors, Inc 0.13% Add +14.0% 57,660 $4.6M
Novare Capital Management LLC 0.37% Add +0.3% 57,282 $4.6M
Atria Wealth Solutions, Inc. 0.10% Reduce -36.3% 57,368 $4.6M
Raffa Wealth Management, LLC 0.90% Add +1.5% 56,621 $4.5M
Synovus Financial Corp. 0.05% Add +0.1% 55,611 $4.4M
Wealthfront Advisers LLC 0.01% Add +44.3% 55,534 $4.4M
JNBA Financial Advisors 0.42% Add +1.9% 55,445 $4.4M
Bedel Financial Consulting, Inc. 0.60% Add +0.6% 55,405 $4.4M
Cardiff Park Advisors, LLC 0.38% Add +3.1% 54,887 $4.4M
Gladwyn Financial Advisors, Inc. 3.36% — 54,697 $4.3M
Juncture Wealth Strategies, LLC 1.53% Add +0.3% 54,235 $4.3M
Transcend Capital Advisors, LLC 0.33% Reduce -3.3% 53,957 $4.3M
Thomasville National Bank 0.29% Reduce -1.3% 53,388 $4.2M
Integrity Investment Advisors, LLC 3.25% Add +19.3% 53,177 $4.2M
Mma Asset Management LLC 1.62% Reduce -25.1% 53,009 $4.2M
Bull Street Advisors, LLC 2.02% Reduce -1.4% 52,847 $4.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.58% Add +4.8% 52,632 $4.2M
Courier Capital LLC 0.25% Reduce -3.0% 52,489 $4.2M
Cary Street Partners Financial LLC 0.12% Add +37.9% 52,063 $4.1M
Morton Brown Family Wealth, LLC 1.26% Add +3.9% 52,016 $4.1M
Jones Financial Companies LLLP 0.00% Add +51.1% 51,823 $4.1M
Chandler Asset Management, Inc. 0.73% No change 51,750 $4.1M
Virtue Capital Management, LLC 0.76% Reduce -21.8% 51,725 $4.1M
Shotwell Rutter Baer Inc 2.73% Add +2.5% 50,830 $4.0M
Arbor Trust Wealth Advisors, LLC 1.96% Reduce -15.7% 50,514 $4.0M
Virtus Family Office LLC 5.14% Add +8.8% 50,476 $4.0M
Easterly Investment Partners LLC 0.29% No change 50,244 $4.0M
HM Payson & Co. 0.06% Add +0.6% 49,889 $4.0M
TriaGen Wealth Management LLC 1.19% Add +5.4% 49,318 $3.9M
Fiduciary Group, LLC 0.37% Reduce -1.2% 49,254 $3.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.21% Add +2.6% 49,140 $3.9M
Websterrogers Financial Advisors, LLC 1.24% Add +0.9% 48,963 $3.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.20% Add +9.9% 48,365 $3.8M
Global Retirement Partners, LLC 0.10% — 48,341 $3.8M
Alpha Cubed Investments, LLC 0.15% Add +10.8% 48,239 $3.8M
Schroder Investment Management Group 0.00% Add +321.2% 48,165 $3.8M
Sightline Wealth Advisors, LLC 1.84% Add +2.9% 48,025 $3.8M
NavPoint Financial, Inc. 2.30% Add +11.5% 47,796 $3.8M
Coastal Bridge Advisors, LLC 0.32% New 47,744 $3.8M
LFA - Lugano Financial Advisors SA 2.24% Reduce -3.1% 48,006 $3.8M
Weik Capital Management 1.48% Add +32.9% 47,079 $3.7M
Sheets Smith Wealth Management 0.44% Reduce -13.0% 46,832 $3.7M
Daiwa Securities Group Inc. 0.01% Reduce -1.7% 46,630 $3.7M
Greenline Partners, LLC 0.50% Add +0.5% 46,520 $3.7M
Cascade Wealth Advisors, Inc 2.09% Reduce -13.1% 46,529 $3.7M
Atlantic Union Bankshares Corp 0.08% New 45,975 $3.7M
Kestra Advisory Services, LLC 0.02% Add +15.7% 45,853 $3.6M
Betterment LLC 0.01% Reduce -2.0% 45,725 $3.6M
PFG Investments, LLC 0.21% Add +3.0% 45,511 $3.6M
Sykon Capital LLC 1.31% New 45,346 $3.6M
Sprott Inc. 0.18% No change 45,300 $3.6M
Ashton Thomas Private Wealth, LLC 0.13% Add +0.3% 45,071 $3.6M
Vicus Capital 0.30% Add +1.6% 44,908 $3.6M
Saranac Partners Ltd 1.91% Add +0.2% 44,855 $3.6M
Farrell Financial LLC 2.39% Add +5.1% 44,705 $3.6M
Parkside Financial Bank & Trust 0.38% No change 44,150 $3.5M
Glass Jacobson Investment Advisors llc 1.35% Add +0.8% 44,037 $3.5M
Windward Private Wealth Management Inc. 1.26% Reduce -1.8% 43,984 $3.5M
Park Avenue Securities LLC 0.03% New 43,896 $3.5M
Redhawk Wealth Advisors, Inc. 0.44% Reduce -1.8% 43,887 $3.5M
Linscomb Wealth, Inc. 0.16% Reduce -10.4% 43,865 $3.5M
Culbertson A N & Co. Inc. 0.54% Add +5.4% 43,847 $3.5M
Soltis Investment Advisors LLC 0.27% Reduce -6.7% 43,596 $3.5M
Eukles Asset Management 1.42% Reduce -1.1% 43,547 $3.5M
Topel & Distasi Wealth Management, LLC 1.80% Add +0.1% 43,295 $3.4M
Forza Wealth Management, LLC 1.40% Reduce -40.3% 42,997 $3.4M
Silver Oak Wealth Advisors Services, LLC 2.46% Reduce -24.6% 42,898 $3.4M
Fortress Financial Solutions, LLC 4.27% Add +5.3% 42,810 $3.4M
Tower Research Capital LLC (TRC) 0.09% New 42,747 $3.4M
Compass Ion Advisors, LLC 0.37% Reduce -6.3% 42,719 $3.4M
Marietta Wealth Management, LLC 0.44% Add +2.2% 42,579 $3.4M
Fiduciary Advisors, Inc. 2.97% Reduce -1.7% 42,493 $3.4M
EFG Asset Management (Americas) Corp. 0.62% Add +42.0% 42,093 $3.3M
PrairieView Partners, LLC 0.32% Reduce -12.3% 41,703 $3.3M
Ssa Swiss Advisors AG 1.60% Reduce -0.1% 41,746 $3.3M
Axos Invest Inc. 2.46% Reduce -2.8% 41,021 $3.3M
Parsons Capital Management Inc. 0.20% Add +1.4% 41,003 $3.3M
Diversified Portfolios, Inc. 0.31% Reduce -2.0% 40,967 $3.3M
Fagan Associates, Inc. 0.50% Reduce -3.4% 40,930 $3.3M
Forum Private Client Group LLC 1.25% Add +3.9% 40,837 $3.2M
Vantagepoint Investment Advisers LLC 0.33% Reduce -85.3% 40,800 $3.2M
Two Sigma Securities, LLC 0.40% Add +86.9% 40,461 $3.2M
Capasso Planning Partners LLC 1.80% Reduce -28.2% 39,996 $3.2M
Freedom Investment Management, Inc. 0.25% Add +6.2% 39,856 $3.2M
MidAtlantic Capital Management, Inc. 2.24% Add +1.7% 39,678 $3.2M
Alesco Advisors, LLC, An ESL Co 0.09% Reduce -5.2% 39,418 $3.1M
Valley Financial Group, Inc. 1.89% Add +0.9% 39,176 $3.1M
Equity Investment Corp. 0.07% Reduce -0.2% 38,961 $3.1M
Headinvest, LLC 0.66% Reduce -34.9% 38,862 $3.1M
Rockwood Wealth Management, LLC 0.27% Reduce -12.8% 38,799 $3.1M
Titleist Asset Management, LLC 0.30% Add +55.6% 38,453 $3.1M
Redmont Wealth Advisors LLC 4.45% No change 38,183 $3.0M
BIP Wealth, LLC 0.19% Add +3.9% 38,110 $3.0M
Silphium Asset Management Ltd 1.08% New 38,000 $3.0M
Peapack Gladstone Financial Corp. 0.04% Add +3.6% 37,969 $3.0M
Wedmont Private Capital 0.13% Add +62.8% 37,324 $3.0M
Advisory Services Network, LLC 0.05% Reduce -14.8% 37,238 $3.0M
Cedar Point Capital Partners, LLC 2.07% Reduce -23.7% 36,983 $2.9M
Asset Allocation & Management Company, LLC 1.36% No change 36,680 $2.9M
Equitable Holdings, Inc. 0.02% Add +12.7% 36,661 $2.9M
Avant Financial Advisors LLC 2.39% Add +3.6% 36,417 $2.9M
HB Wealth Management, LLC 0.02% Reduce -16.9% 36,160 $2.9M
Clearwater Capital Advisors, LLC 0.26% Reduce -6.1% 36,149 $2.9M
Ameritas Advisory Services, LLC 0.15% Reduce -13.7% 35,955 $2.9M
Sterling Financial Planning, Inc. 0.95% Add +4.2% 35,817 $2.8M
Stephen J. Garry & Associates, LLC 2.46% Reduce -5.9% 35,779 $2.8M
Ibex Wealth Advisors 0.30% Add +4.8% 35,553 $2.8M
Compass Financial Group, Inc. 1.41% Add +3.4% 35,474 $2.8M
Central Pacific Bank - Trust Division 0.37% Reduce -1.7% 35,394 $2.8M
Chicago Partners Investment Group LLC 0.08% Add +0.3% 35,260 $2.8M
James Investment Research, Inc. 0.33% Reduce -6.2% 34,945 $2.8M
Q3 Asset Management 0.97% Add +326.4% 34,608 $2.8M
XY Planning Network, Inc. 0.94% Add +91.2% 34,586 $2.7M
Ramsay, Stattman, Vela & Price, Inc. 0.51% Add +7.5% 34,426 $2.7M
Ancora Advisors LLC 0.06% Reduce -3.9% 34,412 $2.7M
Guardian Asset Advisors, LLC 1.57% Reduce -15.7% 34,366 $2.7M
Madden Advisory Services, Inc. 1.16% Add +9.1% 34,171 $2.7M
Concurrent Investment Advisors, LLC 0.05% Reduce -1.1% 34,124 $2.7M
Rathbones Group PLC 0.01% Add +2.8% 34,048 $2.7M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -16.9% 34,018 $2.7M
Cloud Capital Management, LLC 1.68% Add +5.0% 33,894 $2.7M
Brucke Financial, Inc. 1.87% Add +7.2% 33,843 $2.7M
Avidian Wealth Enterprises, LLC 0.11% Reduce -1.4% 33,819 $2.7M
Coston, McIsaac & Partners 0.69% Add +16.2% 33,487 $2.7M
Agate Pass Investment Management, LLC 1.09% Add +4.8% 33,464 $2.7M
Modus Advisors, LLC 0.78% Add +2.8% 33,199 $2.6M
TruWealth Advisors, LLC 0.15% Add +17.2% 33,149 $2.6M
EP Wealth Advisors, LLC 0.02% Add +22.1% 33,141 $2.6M
J. W. Coons Advisors, LLC 0.59% Add +2.2% 32,998 $2.6M
Capital Advisory Group Advisory Services, LLC 0.94% Add +6.8% 32,991 $2.6M
Fiduciary Trust Co 0.03% Add +9.0% 32,894 $2.6M
Avior Wealth Management, LLC 0.09% Reduce -1.3% 32,494 $2.6M
Continuum Advisory, LLC 0.31% Add +0.8% 32,370 $2.6M
Wilmington Savings Fund Society, FSB 0.05% Reduce -13.8% 32,316 $2.6M
Walkner Condon Financial Advisors LLC 0.47% Add +0.1% 32,074 $2.5M
J.Safra Asset Management Corp 0.18% Add +2.1% 31,820 $2.5M
Guardian Wealth Management, Inc. 1.68% Add +3.7% 31,731 $2.5M
Insight Inv LLC 1.69% Reduce -0.9% 31,668 $2.5M
Simon Quick Advisors, LLC 0.13% Add +47.9% 31,635 $2.5M
Consilio Wealth Advisors, LLC 0.89% Reduce -11.2% 31,411 $2.5M
Millennium Management 0.00% Reduce -54.6% 31,145 $2.5M
Eagle Global Advisors LLC 0.10% Reduce -0.7% 31,083 $2.5M
Marshall & Sterling Wealth Advisors Inc. 1.66% Reduce -26.6% 30,879 $2.5M
Benchmark Wealth Management, LLC 1.09% Add +0.7% 30,761 $2.4M
Rwa Wealth Partners, LLC 0.03% Reduce -3.4% 30,691 $2.4M
Verus Wealth Management, LLC 2.45% Add +4.1% 30,632 $2.4M
Jacobi Capital Management LLC 0.16% Add +0.3% 30,597 $2.4M
Blair William & Co. 0.01% Reduce -10.2% 30,523 $2.4M
Strategent Financial, LLC 1.89% Add +93.7% 30,503 $2.4M
Steward Partners Investment Advisory, LLC 0.02% Reduce -15.7% 30,265 $2.4M
Five Pine Wealth Management 1.77% Reduce -1.8% 30,199 $2.4M
Northeast Financial Group, Inc. 0.75% Reduce -0.2% 29,947 $2.4M
Greenberg Financial Group 0.89% Add +4.2% 30,103 $2.4M
D.B. Root & Company, LLC 0.70% Reduce -45.0% 29,862 $2.4M
Narus Financial Partners, LLC 0.74% Reduce -1.3% 29,830 $2.4M
Savvy Advisors, Inc. 0.16% Add +78.3% 29,528 $2.3M
Roberts Glore & Co. Inc. 0.68% Reduce -0.5% 29,267 $2.3M
Regions Financial Corp. 0.02% Add +2.6% 29,155 $2.3M
Capital Investment Advisors, LLC 0.04% Add +3.7% 29,057 $2.3M
Trinity Financial Advisors LLC 0.71% Add +1.8% 28,971 $2.3M
PKS Advisory Services, LLC 0.57% Add +2.6% 28,971 $2.3M
North Forty Two & Co. 2.44% Add +3.6% 28,861 $2.3M
4WEALTH Advisors, Inc. 2.36% Add +3.0% 28,518 $2.3M
Flagship Harbor Advisors, LLC 0.11% Reduce -4.6% 28,398 $2.3M
Martin Capital Advisors, LLP 1.47% No change 28,370 $2.3M
Aua Capital Management, LLC 1.35% No change 28,369 $2.3M
Sowell Financial Services LLC 0.09% Reduce -2.4% 27,923 $2.2M
Chemistry Wealth Management LLC 0.48% Reduce -2.6% 27,887 $2.2M
Mutual Advisors, LLC 0.06% Add +32.8% 27,897 $2.2M
Braun-Bostich & Associates Inc. 1.51% Reduce -0.7% 27,816 $2.2M
Sims Investment Management, LLC 0.88% Reduce -1.8% 27,486 $2.2M
Visionary Wealth Advisors 0.11% Add +6.0% 27,355 $2.2M
Strategic Blueprint, LLC 0.11% Add +31.8% 27,046 $2.2M
Topsail Wealth Management, LLC 0.39% Add +4.3% 26,902 $2.1M
Snowden Capital Advisors LLC 0.06% Add +5.2% 26,882 $2.1M
Insigneo Advisory Services, LLC 0.18% Reduce -1.1% 26,823 $2.1M
Allspring Global Investments Holdings, LLC 0.00% New 26,700 $2.1M
Citizens Financial Group Inc. 0.03% Reduce -0.4% 26,305 $2.1M
Foster Group, Inc. 0.07% Add +708.7% 25,968 $2.1M
LifeWealth Investments, LLC 0.75% Add +53.6% 25,958 $2.1M
Insight Wealth Partners, LLC 1.14% Add +1.5% 25,950 $2.1M
Berkshire Asset Management LLC 0.09% Add +6.5% 25,940 $2.1M
Advisory Research Inc. 0.32% Add +2.3% 25,912 $2.1M
Rosenberg Matthew Hamilton 0.48% Reduce -28.2% 25,840 $2.1M
Spire Wealth Management 0.07% Reduce -4.3% 25,775 $2.0M
Tidal Investments LLC 0.01% Reduce -11.1% 25,539 $2.0M
Essex Financial Services, Inc. 0.13% Reduce -15.3% 25,391 $2.0M
Carr Financial Group Corp 0.59% Add +8.5% 25,209 $2.0M
Simplicity Wealth,LLC 0.08% Add +71.2% 25,100 $2.0M
Independent Advisor Alliance 0.06% Reduce -4.2% 25,087 $2.0M
Gladstone Institutional Advisory LLC 0.08% Reduce -1.8% 24,916 $2.0M
Cumberland Partners Ltd 0.14% Reduce -23.2% 24,800 $2.0M
Dunhill Financial, LLC 0.57% Add +12.1% 24,777 $2.0M
ETF Store, Inc. 2.28% Reduce -1.8% 24,762 $2.0M
J.W. Cole Advisors, Inc. 0.04% Add +3.2% 24,666 $2.0M
MBE Wealth Management, LLC 0.82% Add +0.0% 23,827 $1.9M
Brass Tax Wealth Management, Inc. 0.36% Reduce -6.7% 23,753 $1.9M
Chatham Capital Group, Inc. 0.29% Reduce -2.2% 23,742 $1.9M
Manning & Napier Advisors LLC 0.02% Add +29.4% 23,697 $1.9M
Mayflower Financial Advisors, LLC 0.26% Add +2.4% 23,686 $1.9M
Meridian Financial Advisors, LLC 1.21% Add +9.1% 23,470 $1.9M
Kovack Advisors, Inc. 0.18% Add +0.3% 23,445 $1.9M
Stonekeep Investments, LLC 1.25% Reduce -4.3% 23,351 $1.9M
A. D. Beadell Investment Counsel, Inc. 1.42% Add +8.0% 23,341 $1.9M
Aries Wealth Management 0.48% Reduce -1.4% 23,247 $1.8M
Cutler Investment Counsel LLC 0.21% Add +1.6% 23,237 $1.8M
Transcendent Capital Group LLC 0.94% Add +0.2% 23,102 $1.8M
TD Waterhouse Canada Inc. 0.01% Reduce -1.3% 23,154 $1.8M
AXS Investments LLC 0.75% Add +18.5% 22,916 $1.8M
Alta Wealth Advisors LLC 0.86% Add +0.0% 22,853 $1.8M
Investment Advisory Group, LLC 0.55% Add +18.9% 22,842 $1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -4.6% 22,775 $1.8M
US Bancorp \de 0.00% Reduce -10.2% 22,734 $1.8M
Christensen, King & Associates Investment Services, Inc. 0.83% Add +0.6% 22,715 $1.8M
CGN Advisors LLC 0.16% Reduce -3.0% 22,676 $1.8M
Level Wealth Management LLC 1.04% Add +0.6% 22,574 $1.8M
Gordian Advisors LLC 1.28% Reduce -0.8% 22,560 $1.8M
GM Advisory Group, LLC 0.09% Reduce -6.2% 22,549 $1.8M
Allianz Asset Management GmbH 0.00% New 22,300 $1.8M
Brooks, Moore & Associates, Inc. 0.95% Add +120.5% 22,310 $1.8M
Wedbush Securities Inc. 0.06% Reduce -0.8% 21,976 $1.7M
Accurate Wealth Management, LLC 0.27% Add +36.5% 22,078 $1.7M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +24.3% 21,930 $1.7M
Arete Wealth Advisors, LLC 0.12% Add +4.4% 21,886 $1.7M
Hancock Whitney Corp. 0.03% Add +0.3% 21,717 $1.7M
CVA Family Office, LLC 0.24% Add +0.1% 21,674 $1.7M
Summit Wealth Partners, LLC 0.32% Reduce -1.5% 21,335 $1.7M
SCS Capital Management LLC 0.02% Reduce -5.4% 21,234 $1.7M
Washington Trust Advisors, Inc. 0.14% Add +0.5% 21,187 $1.7M
Cadence Bank 0.11% Add +1.6% 21,175 $1.7M
Bowie Capital Management, LLC 0.08% No change 21,000 $1.7M
Eagle Bay Advisors LLC 1.36% Reduce -3.6% 20,728 $1.6M
M Holdings Securities, Inc. 0.28% New 20,679 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -57.8% 20,386 $1.6M
Hexagon Capital Partners LLC 0.36% Add +12.1% 20,282 $1.6M
MMBG Investment Advisors Co. 0.16% Add +4.2% 19,903 $1.6M
New England Private Wealth Advisors LLC 0.23% Add +6.5% 19,941 $1.6M
SageView Advisory Group, LLC 0.06% Add +55.2% 19,861 $1.6M
Wells Trecaso Financial Group, LLC 0.48% Add +1.9% 19,660 $1.6M
Bakala Capital LLC 8.89% Reduce -5.1% 19,475 $1.5M
Berkeley Capital Partners, LLC 0.39% Add +1.7% 19,390 $1.5M
Naples Global Advisors, LLC 0.13% Reduce -0.6% 19,340 $1.5M
First Trust Advisors LP 0.00% Add +3.5% 19,321 $1.5M
Argent Trust Co 0.06% Add +9.3% 19,318 $1.5M
Twin Focus Capital Partners, LLC 0.21% Add +11.3% 19,263 $1.5M
Good Steward Wealth Advisors,LLC 1.20% Reduce -49.3% 19,219 $1.5M
Stockman Wealth Management, Inc. 0.21% Reduce -16.3% 19,195 $1.5M
Sonata Capital Group Inc. 0.61% Add +0.1% 19,131 $1.5M
Ironwood Investment Counsel, LLC 0.23% Reduce -7.5% 19,111 $1.5M
Powell Investment Advisors, LLC 0.57% Reduce -4.3% 19,085 $1.5M
BHK Investment Advisors, LLC 0.59% No change 18,894 $1.5M
Valley Wealth Managers, Inc. 0.11% Reduce -0.9% 18,761 $1.5M
Barclays PLC 0.00% No change 18,761 $1.5M
Vontobel Holding Ltd. 0.00% Reduce -4.1% 18,743 $1.5M
Great Diamond Partners, LLC 0.31% New 18,720 $1.5M
First County Bank 0.80% No change 18,635 $1.5M
Round Rock Advisors LLC 0.25% Reduce -6.6% 18,541 $1.5M
Pitcairn Co. 0.10% No change 18,536 $1.5M
Wealthcare Advisory Partners LLC 0.03% Add +107.8% 18,531 $1.5M
Leuthold Group, LLC 0.18% Add +62.5% 18,513 $1.5M
Lido Advisors, LLC 0.01% Reduce -15.4% 18,506 $1.5M
Voisard Asset Management Group, Inc. 0.38% Reduce -2.0% 18,417 $1.5M
Crabel Capital Management, LLC 0.89% Add +85.5% 18,372 $1.5M
Cypress Capital, LLC 0.42% Add +6.5% 18,308 $1.5M
Washington Capital Management, Inc. 1.08% Add +0.7% 18,255 $1.5M
Plum Street Advisors, LLC 0.64% Reduce -8.4% 18,242 $1.5M
IHT Wealth Management, LLC 0.04% Reduce -13.8% 18,194 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Reduce -7.2% 18,193 $1.4M
Elite Financial, Inc. 0.71% Reduce -1.6% 18,190 $1.4M
Berkshire Money Management, Inc. 0.15% Add +202.3% 18,001 $1.4M
Ellis Investment Partners, LLC 0.28% Reduce -10.6% 17,983 $1.4M
Cambridge Advisors Inc. 0.30% Add +0.3% 17,949 $1.4M
Independence Bank of Kentucky 0.20% Add +1.7% 17,895 $1.4M
Brown, Lisle/Cummings, Inc. 0.38% Add +0.0% 17,727 $1.4M
Lowe Brockenbrough & Co. Inc. 0.08% Add +5.8% 17,715 $1.4M
Houlihan Financial Resource Group, Ltd. 0.58% Reduce -6.1% 17,718 $1.4M
Fortis Capital Management LLC 0.22% Reduce -12.7% 17,666 $1.4M
L2 Asset Management, LLC 0.23% New 17,657 $1.4M
Midwest Trust Co 0.02% — 17,629 $1.4M
Long Island Wealth Management, Inc. 0.72% Add +23.8% 17,513 $1.4M
Kelman-Lazarov, Inc. 0.22% Add +6.4% 17,448 $1.4M
Beaumont Financial Advisors, LLC 0.10% Reduce -1.6% 17,448 $1.4M
Boreal Capital Management LLC 1.33% — 17,394 $1.4M
Bulwark Capital Corp 1.16% — 17,280 $1.4M
Woodmont Investment Counsel LLC 0.09% Reduce -2.6% 17,261 $1.4M
Kuhn & Co Investment Counsel 1.03% Add +0.8% 17,117 $1.4M
Clarity Capital Advisors, LLC 0.79% Add +3.8% 17,093 $1.4M
Retirement Investment Advisors, Inc. 0.12% Reduce -0.7% 17,065 $1.4M
Strategic Investment Solutions, Inc. 0.41% Reduce -33.0% 16,899 $1.3M
Hilltop Holdings Inc. 0.09% Reduce -11.0% 16,871 $1.3M
Verus Capital Partners, LLC 0.12% Add +49.9% 16,749 $1.3M
PDS Planning, Inc 0.10% Reduce -7.5% 16,711 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Reduce -3.8% 16,672 $1.3M
Balboa Wealth Partners 0.26% Reduce -2.5% 16,505 $1.3M
Nabity-Jensen Investment Management Inc 0.97% Add +0.2% 16,467 $1.3M
Ramiah Investment Group 1.41% Reduce -1.2% 16,453 $1.3M
BridgePort Financial Solutions, LLC 0.43% Add +23.1% 16,429 $1.3M
YHB Investment Advisors, Inc. 0.10% Reduce -30.2% 16,386 $1.3M
Exchange Bank 1.02% Reduce -3.8% 16,240 $1.3M
Rehmann Capital Advisory Group 0.08% Add +0.9% 16,235 $1.3M
Sovereign Investment Advisors, LLC 0.35% Add +18.4% 16,028 $1.3M
Scott Capital Advisors, LLC 0.34% Reduce -0.7% 15,921 $1.3M
MFA Wealth Services 0.94% Add +1.8% 15,805 $1.3M
Algorithmic Investment Models, LLC 0.84% Add +23.5% 15,490 $1.2M
Curi Capital, LLC 0.02% New 15,482 $1.2M
Chilton Capital Management LLC 0.04% Reduce -2.4% 15,429 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.16% Add +19.3% 15,363 $1.2M
Creekside Partners 0.58% Add +9.9% 15,333 $1.2M
Wulff, Hansen & Co. 1.03% Reduce -3.6% 15,200 $1.2M
Legacy Edge Advisors, LLC 0.16% Add +358.7% 15,120 $1.2M
Jacobson & Schmitt Advisors, LLC 0.21% New 15,088 $1.2M
Axis Wealth Partners, LLC 0.79% Add +6.0% 15,072 $1.2M
Octavia Wealth Advisors, LLC 0.14% Reduce -7.4% 15,052 $1.2M
Clear Point Advisors Inc. 1.01% Add +1.4% 15,030 $1.2M
Savant Capital, LLC 0.01% Reduce -12.5% 15,009 $1.2M
Clarity Wealth Development LLC 1.18% Reduce -0.7% 14,851 $1.2M
Pinnacle Bancorp, Inc. 0.36% Reduce -14.3% 14,811 $1.2M
Curio Wealth, LLC 0.51% Add +52557.1% 14,744 $1.2M
Tillman Hartley LLC 0.33% No change 14,649 $1.2M
XTX Topco Ltd 0.05% New 14,462 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -4.2% 14,460 $1.1M
N.E.W. Advisory Services LLC 0.11% Add +1.1% 14,424 $1.1M
Mosaic Financial Group, LLC 0.88% No change 14,401 $1.1M
FMR LLC 0.00% Add +55.9% 14,314 $1.1M
Bfsg, LLC 0.13% Add +8.1% 14,275 $1.1M
New Insight Wealth Advisors 0.47% Add +255.5% 14,265 $1.1M
Northern Trust Corp. 0.00% Reduce -34.8% 14,220 $1.1M
Transatlantique Private Wealth LLC 0.41% Add +2.8% 14,186 $1.1M
Mezzasalma Advisors, LLC 0.33% Add +2.6% 13,991 $1.1M
Pinnacle Associates Ltd. 0.02% Add +3.3% 13,982 $1.1M
Altus Wealth Group LLC 0.49% Reduce -1.3% 13,972 $1.1M
GeoWealth Management, LLC 0.04% Add +7.8% 13,917 $1.1M
Graypoint LLC 0.06% Add +0.4% 13,861 $1.1M
Retireful, LLC 0.76% New 13,858 $1.1M
Manhattan West Asset Management, LLC 0.25% Reduce -1.7% 13,846 $1.1M
Independence Asset Advisors, LLC 0.68% Reduce -74.8% 13,881 $1.1M
Tradition Wealth Management, LLC 0.09% Add +1.5% 13,831 $1.1M
Cambria Investment Management, L.P. 0.07% Add +3.7% 13,839 $1.1M
Krilogy Financial LLC 0.06% Reduce -2.0% 13,751 $1.1M
RoundAngle Advisors LLC 0.91% Add +4.0% 13,748 $1.1M
Caliber Wealth Management, LLC / KS 0.12% Add +8.3% 13,744 $1.1M
Nomura Asset Management Co. Ltd. 0.00% Add +3.8% 13,700 $1.1M
Coldstream Capital Management Inc. 0.02% Add +1383.7% 13,680 $1.1M
Garden State Investment Advisory Services LLC 0.29% Reduce -15.9% 13,589 $1.1M
VERITY Wealth Advisors 0.72% Add +0.3% 13,537 $1.1M
Grandview Asset Management LLC 0.34% Add +1.8% 13,520 $1.1M
Peregrine Asset Advisers, Inc. 0.33% Reduce -8.2% 13,444 $1.1M
Summit Global Investments 0.06% Add +0.0% 13,425 $1.1M
Red Cedar Investment Management, LLC 0.13% No change 13,399 $1.1M
Quartz Partners, LLC 0.48% Add +9.7% 13,303 $1.1M
AlTi Global, Inc. 0.03% No change 13,240 $1.1M
Aegis Wealth Management LLC 0.63% No change 13,259 $1.0M
LifePlan Financial, LLC 0.86% Add +1.7% 13,060 $1.0M
Geneos Wealth Management Inc. 0.03% Add +1.6% 13,055 $1.0M
Jackson Hole Capital Partners, LLC 0.19% No change 12,983 $1.0M
Clearstead Advisors, LLC 0.01% Add +9.3% 12,927 $1.0M
Sage Capital Advisors,llc 0.25% Add +0.0% 12,925 $1.0M
Novak & Powell Financial Services, Inc. 0.71% Reduce -62.1% 12,894 $1.0M
Consolidated Portfolio Review Corp 0.14% Reduce -3.9% 12,740 $1.0M
Sovereign Financial Group, Inc. 0.21% Reduce -7.5% 12,714 $1.0M
Westmount Partners, LLC 0.28% Reduce -1.9% 12,626 $1.0M
National Philanthropic Trust 0.01% No change 12,609 $1.0M
L. Roy Papp & Associates, LLP 0.12% No change 12,560 $999K
Liberty Square Wealth Partners LLC 0.34% No change 12,540 $997K
Power Wealth Management LLC 0.38% Reduce -3.7% 12,518 $995K
Stratos Wealth Partners, LTD. 0.01% Add +10.8% 12,492 $993K
HHM Wealth Advisors, LLC 0.12% Add +8.8% 12,487 $993K
Capital Asset Advisory Services LLC 0.05% Reduce -28.5% 12,542 $993K
Atlas Brown,Inc. 0.32% Add +84.6% 12,389 $985K
American National Bank & Trust 0.10% Add +50.3% 12,369 $983K
Pekin Hardy Strauss, Inc. 0.11% Reduce -0.1% 12,331 $980K
Mitchell Sinkler & Starr 0.47% Add +30.4% 12,320 $979K
Shayne & Jacobs, LLC 0.32% Reduce -0.1% 12,320 $979K
Apollon Wealth Management, LLC 0.02% Reduce -12.8% 12,210 $971K
HT Partners LLC 0.30% Reduce -0.5% 12,180 $968K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -0.1% 12,160 $967K
Brookstone Capital Management 0.01% Add +2.8% 12,154 $966K
Loudon Investment Management, LLC 0.53% Reduce -0.7% 12,093 $961K
Orin Green Financial, LLC 0.41% Reduce -1.3% 12,088 $961K
Advisory Alpha, LLC 0.03% Reduce -2.1% 11,977 $952K
Ieq Capital, LLC 0.01% Add +156.5% 11,868 $944K
Novem Group 0.12% Add +0.7% 11,814 $939K
Shelter Mutual Insurance Co 0.22% No change 11,762 $935K
Cooper Financial Group 0.11% Reduce -10.3% 11,700 $930K
Meredith Wealth Planning 0.34% Reduce -27.2% 11,689 $929K
Professional Financial Advisors, LLC 0.21% Add +1.1% 11,610 $923K
Calton & Associates, Inc. 0.16% Add +41.8% 11,609 $923K
Independent Financial Group, LLC 0.03% Reduce -28.1% 11,553 $918K
Chapin Davis, Inc. 0.25% Add +1.1% 11,475 $912K
Stonehage Fleming Financial Services Holdings Ltd 0.03% New 11,422 $908K
StoneX Group Inc. 0.04% Add +1.2% 11,311 $899K
GDS Wealth Management 0.07% Reduce -39.6% 11,202 $891K
REDW Wealth LLC 0.35% Reduce -10.9% 11,193 $890K
Vantage Financial Partners, LLC 0.20% Reduce -8.6% 11,109 $883K
Ridgeline Wealth Planning, LLC 0.73% Reduce -8.5% 11,098 $882K
Armstrong Advisory Group, Inc. 0.07% Add +1.0% 11,097 $882K
Alteri Wealth LLC 0.34% Add +6.7% 11,094 $882K
First Interstate Bank 0.05% No change 10,946 $870K
Whittier Trust Co. of Nevada Inc. 0.02% Reduce -2.0% 10,936 $869K
Garde Capital, Inc. 0.05% Reduce -54.5% 10,914 $868K
Capital Insight Partners, LLC 0.15% Reduce -10.6% 10,848 $862K
Guardian Wealth Advisors, LLC / NC 0.06% Add +5.2% 10,818 $860K
Pettyjohn, Wood & White, Inc. 0.15% No change 10,803 $859K
Mission Creek Capital Partners, Inc. 0.19% Add +0.1% 10,801 $859K
City State Bank 0.27% Add +21.4% 10,785 $857K
Gridiron Partners, LLC 0.53% No change 10,775 $857K
Frank, Rimerman Advisors LLC 0.06% No change 10,734 $853K
Private Trust Co. NA 0.08% Add +46.6% 10,706 $851K
Pallas Capital Advisors LLC 0.03% Reduce -11.7% 10,665 $848K
Empirical Asset Management, LLC 0.26% Reduce -1.7% 10,589 $842K
Ritholtz Wealth Management 0.02% Add +31.6% 10,584 $841K
ProVise Management Group, LLC 0.07% Add +0.0% 10,578 $841K
Pillar Financial Advisors, LLC 0.58% Reduce -7.0% 10,492 $834K
Stelac Advisory Services LLC 0.31% No change 10,412 $828K
Nwam LLC 0.05% Add +25.9% 10,426 $827K
SkyOak Wealth, LLC 0.17% Reduce -0.1% 10,404 $827K
IPG Investment Advisors LLC 0.16% No change 10,400 $827K
Level Four Advisory Services, LLC 0.03% Reduce -12.2% 10,369 $824K
Advisors Asset Management, Inc. 0.01% Add +21.5% 10,287 $818K
Cresset Asset Management, LLC 0.00% Reduce -37.8% 10,241 $814K
Winch Advisory Services, LLC 0.20% Add +1.1% 10,232 $813K
Petra Financial Advisors Inc. 0.51% Add +0.8% 10,201 $811K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% No change 10,200 $811K
Wealth Effects LLC 0.30% Reduce -1.7% 10,118 $804K
CENTRAL TRUST Co 0.02% Add +8.7% 9,974 $793K
Compound Planning, Inc. 0.03% Reduce -14.7% 9,944 $791K
Sax Wealth Advisors, LLC 0.05% Reduce -15.1% 9,916 $788K
Hidden Cove Wealth Management, LLC 0.57% New 9,902 $787K
Prepared Retirement Institute LLC 0.46% Reduce -0.3% 9,792 $778K
Motiv8 Investments LLC 0.47% Reduce -7.2% 9,726 $773K
V2 Financial group LLC 0.47% Reduce -10.4% 9,712 $772K
Essex Bank 0.18% Add +51.7% 9,680 $770K
Western Wealth Management, LLC 0.05% Reduce -3.7% 9,679 $769K
Zuckerman Investment Group, LLC 0.07% Add +9.3% 9,616 $764K
Tortoise Investment Management, LLC 0.07% Reduce -33.8% 9,545 $759K
Northstar Financial Companies, Inc. 0.79% New 9,517 $757K
Summa Corp. 0.39% Add +46.1% 9,500 $755K
Eastern Bank 0.01% No change 9,490 $754K
First Hawaiian Bank 0.10% No change 9,430 $750K
Bare Financial Services, Inc 0.25% Reduce -14.3% 9,429 $750K
WFA of San Diego, LLC 0.55% — 9,419 $749K
Trivium Point Advisory, LLC 0.08% Add +40.4% 9,381 $746K
Norris Financial Group, LLC 0.31% No change 9,375 $745K
Nations Financial Group Inc, /Ia/ 0.05% Add +1.8% 9,329 $742K
Caitlin John, LLC 0.67% No change 9,263 $736K
Orcam Financial Group 0.64% Reduce -0.7% 9,239 $734K
Integrated Investment Consultants, LLC 0.14% No change 9,078 $722K
Cibc World Market Inc. 0.00% Add +7.7% 9,056 $720K
IFG Advisors, LLC 0.12% Add +239.6% 9,014 $717K
Wharton Business Group, LLC 0.03% Add +8.6% 8,845 $703K
Anb Bank 0.31% Add +5.8% 8,795 $699K
FC Advisory LLC 0.21% Add +0.7% 8,717 $693K
Centurion Wealth Management LLC 0.20% Reduce -19.4% 8,709 $692K
McDonough Capital Management, Inc 0.39% Reduce -93.6% 2,418 $690K
F/m Investments LLC 0.03% No change 8,671 $689K
Murphy & Mullick Capital Management Corp 0.56% Reduce -3.8% 8,694 $689K
Baker Avenue Asset Management, LP 0.02% No change 8,584 $682K
Institute for Wealth Management, LLC. 0.08% Add +10.6% 8,517 $677K
Atwood & Palmer Inc. 0.04% Reduce -96.0% 8,500 $676K
Stratos Wealth Advisors, LLC 0.04% New 8,499 $676K
Advisor OS, LLC 0.07% Add +131.3% 8,460 $673K
Hickory Asset Management, Inc. 0.56% Add +1.1% 8,450 $672K
Heritage Trust Co 0.08% No change 8,413 $669K
TRUE Private Wealth Advisors 0.08% Add +20.8% 8,412 $669K
Tilia Fiduciary Partners, Inc. 0.41% Add +9.1% 8,377 $666K
Vestmark Advisory Solutions, Inc. 0.01% Add +19.3% 8,364 $665K
Woodside Wealth Management LLC 0.57% No change 8,337 $663K
Stratos Investment Management, LLC 0.03% Add +85.5% 8,333 $662K
Winthrop Capital Management, LLC 0.17% Reduce -0.5% 8,328 $662K
Duncker Streett & Co. Inc. 0.12% Reduce -23.5% 8,295 $659K
Private Client Services, LLC 0.26% Add +48.5% 8,286 $659K
Hunter Associates Investment Management LLC 0.10% Reduce -5.1% 8,247 $655K
Barrett & Company, Inc. 0.24% Reduce -0.9% 8,175 $650K
Rothschild Capital Partners, LLC 0.17% Add +31.3% 8,164 $649K
Cypress Wealth Services, LLC 0.12% Reduce -7.2% 8,141 $647K
Beacon Bridge Wealth Partners, LLC 0.26% Reduce -38.7% 8,092 $643K
Berger Financial Group, Inc 0.04% Reduce -11.0% 8,002 $636K
Good Life Advisors, LLC 0.04% Reduce -17.5% 7,984 $635K
FDx Advisors, Inc. 0.19% Reduce -4.3% 7,924 $630K
Cascades Capital Asset Management, LLC 0.33% Add +92.9% 7,909 $629K
Rosenblum Silverman Sutton S F Inc. 0.15% No change 7,880 $626K
Essential Planning, LLC. 0.23% Reduce -5.4% 7,820 $622K
Wesbanco Bank Inc. 0.02% Reduce -16.5% 7,750 $616K
C M Bidwell & Associates Ltd. 0.32% Add +0.3% 7,732 $615K
Banque Pictet & Cie SA 0.01% No change 7,731 $615K
Ariadne Wealth Management, LP 0.29% Reduce -33.7% 7,686 $612K
ArchPoint Investors 0.18% No change 7,700 $612K
HRT Financial LP 0.00% Reduce -38.4% 7,663 $609K
Compass Financial Group, INC 0.10% Reduce -4.6% 7,655 $609K
Freestone Capital Holdings, LLC 0.02% Reduce -7.1% 7,644 $608K
LaFleur & Godfrey LLC 0.08% Add +1.1% 7,617 $606K
Midwest Financial Group LLC 0.32% Reduce -1.5% 7,613 $605K
Weaver Consulting Group 0.17% Add +0.1% 7,551 $600K
Keener Financial Planning LLC 0.30% Add +4.5% 7,511 $597K
Arcadia Investment Management Corp. 0.09% No change 7,437 $591K
Legacy Advisory Services, LLC 0.47% Add +1.0% 7,378 $587K
JFS Wealth Advisors, LLC 0.04% No change 7,360 $585K
Lawson Kroeker Investment Management Inc. 0.11% New 7,333 $583K
Chicago Capital, LLC 0.01% Add +70.7% 7,319 $582K
Pines Wealth Management, LLC 0.20% Add +3.0% 7,291 $577K
Wallington Asset Management, LLC 0.08% Add +1.8% 7,250 $576K
Prevail Innovative Wealth Advisors, LLC 0.13% Reduce -29.2% 7,178 $571K
Coordinated Financial Services, Inc. 0.40% — 7,155 $569K
PFG Advisors 0.03% Add +27.2% 7,095 $564K
Fourth Dimension Wealth, LLC 0.24% Reduce -21.5% 7,058 $561K
Everstar Asset Management, LLC 0.34% No change 6,955 $553K
GenTrust, LLC 0.03% Reduce -8.0% 6,919 $550K
Strategic Wealth Partners, Ltd. 0.04% — 6,882 $547K
SG Americas Securities, LLC 0.00% Add +9.7% 6,847 $544K
Brown Advisory Inc. 0.00% Add +3.4% 6,810 $541K
Pictet North America Advisors SA 0.05% New 6,810 $541K
FWG Holdings, LLC 0.25% Reduce -5.3% 6,781 $539K
Claris Financial LLC 0.40% Reduce -33.5% 6,706 $533K
Advyzon Investment Management, LLC 0.12% Add +51.8% 6,699 $533K
Resolute Wealth Advisor, Inc. 0.30% — 6,708 $532K
Prime Capital Investment Advisors, LLC 0.01% Reduce -87.0% 6,656 $529K
First Manhattan Co. Llc. 0.00% New 6,652 $529K
WealthCollab, LLC 0.30% No change 6,638 $528K
Conservest Capital Advisors, Inc. 0.05% Add +52.9% 6,620 $526K
GAMMA Investing LLC 0.03% Add +3.0% 6,615 $526K
Southeast Asset Advisors, LLC 0.06% Add +21.4% 6,558 $521K
Ignite Planners, LLC 0.09% Add +16.0% 6,578 $521K
Shaker Investments LLC 0.21% New 6,538 $520K
Court Place Advisors, LLC 0.16% No change 6,516 $518K
Lansing Street Advisors 0.15% Add +1.1% 6,484 $516K
Blake Schutter Theil Wealth Advisors, LLC 0.58% Add +0.3% 6,448 $513K
Vigilare Wealth Management 0.19% No change 6,412 $510K
Uncommon Cents Investing LLC 0.14% No change 6,345 $504K
Bank of New Hampshire 0.13% Add +0.3% 6,321 $503K
Sage Rhino Capital LLC 0.10% No change 6,231 $495K
Princeton Capital Management LLC 0.15% Add +84.8% 6,191 $492K
Rothschild Wealth LLC 0.12% Add +36.8% 6,190 $492K
Heartwood Wealth Advisors LLC 0.05% No change 6,184 $492K
Bragg Financial Advisors, Inc 0.02% Add +6.0% 6,141 $488K
ZWJ Investment Counsel Inc. 0.02% Reduce -8.7% 6,059 $482K
TCFG Wealth Management, LLC 0.22% Add +2.5% 6,039 $480K
Stonebridge Financial Group, LLC 0.05% Reduce -17.5% 5,973 $475K
Csenge Advisory Group 0.02% Add +0.2% 5,995 $474K
HUB Investment Partners, LLC 0.02% Reduce -0.2% 5,963 $474K
SRH Advisors, LLC 0.14% No change 5,961 $474K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,915 $470K
Stonebridge Financial Planning Group, LLC 0.20% Add +34.4% 5,912 $470K
Clear Creek Financial Management, LLC 0.04% Add +22.4% 5,908 $470K
White Knight Strategic Wealth Advisors, LLC 0.40% Reduce -2.8% 5,897 $469K
Endeavor Private Wealth, Inc. 0.22% Reduce -58.8% 5,867 $466K
WealthShield Partners, LLC 0.06% Add +3.7% 5,840 $464K
Avaii Wealth Management, LLC 0.21% Reduce -13.7% 5,813 $462K
First International Bank of Israel Ltd. 0.27% — 5,809 $462K
Prospect Financial Services LLC 0.29% Reduce -40.3% 5,802 $461K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Add +3.5% 5,786 $460K
Carter Financial Group, INC. 0.30% — 5,767 $458K
Hilltop Partners LLC 0.14% Reduce -38.8% 5,737 $456K
Procyon Advisors, LLC 0.04% Add +64.6% 5,723 $455K
Seelaus Asset Management LLC 0.41% Add +17.2% 5,694 $453K
Y.D. More Investments Ltd 0.03% Add +57.4% 5,683 $452K
Seizert Capital Partners, LLC 0.02% Add +1.1% 5,658 $450K
Orrstown Financial Services Inc. 0.09% Add +3.9% 5,632 $448K
Charter Oak Capital Management, LLC 0.04% Add +1.6% 5,631 $448K
Carnegie Investment Counsel 0.01% New 5,614 $446K
Beacon Bank & Trust 0.10% Reduce -3.0% 5,596 $445K
Wealth Alliance, LLC 0.05% Add +1.1% 5,565 $442K
Regal Investment Advisors LLC 0.03% Add +2.9% 5,528 $439K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -2.3% 5,520 $439K
Sandy Cove Advisors, LLC 0.16% Add +4.2% 5,507 $438K
Plotkin Financial Advisors, LLC 0.24% Reduce -0.8% 5,506 $438K
HBW Advisory Services LLC 0.05% Add +70.8% 5,502 $437K
Legacy PCG, LLC 0.28% Reduce -17.7% 5,491 $437K
Keebeck Wealth Management 0.06% Reduce -3.5% 5,440 $432K
Banco Santander, S.A. 0.00% Add +90.0% 5,424 $431K
Bessemer Group Inc. 0.00% No change 5,405 $430K
Darrow Company, Inc. 0.22% Reduce -0.0% 5,386 $428K
Ausdal Financial Partners, Inc. 0.03% Add +5.0% 5,379 $428K
RMR Wealth Builders 0.04% Reduce -3.6% 5,377 $427K
Blue Edge Capital, LLC 0.06% New 5,369 $427K
Orleans Capital Management Corp. 0.23% No change 5,350 $425K
AdvisorNet Financial, Inc 0.03% Add +25.4% 5,311 $422K
Muirfield Wealth Advisors LLC 0.33% Reduce -1.9% 5,292 $421K
Aspiriant, LLC 0.01% Reduce -38.5% 5,284 $420K
SC&H Financial Advisors, Inc. 0.07% Add +2.4% 5,269 $419K
CV Advisors LLC 0.13% Reduce -26.5% 5,267 $417K
Future Financial Wealth Managment LLC 0.28% Reduce -0.1% 5,245 $417K
Leo Wealth, LLC 0.03% Add +25.2% 5,233 $416K
Family Wealth Partners, LLC 0.17% Reduce -4.4% 5,226 $415K
SOA Wealth Advisors, LLC. 0.08% Add +1.1% 5,218 $415K
Trek Financial, LLC 0.03% New 5,208 $414K
Verum Partners LLC 0.09% Reduce -1.8% 5,171 $411K
Commerce Bank 0.00% Reduce -1.6% 5,170 $411K
Lanark Financial, Inc. 0.03% Add +22.8% 5,181 $411K
Windsor Capital Management, LLC 0.12% Reduce -6.1% 5,154 $410K
Affinity Capital Advisors, LLC 0.07% Reduce -5.9% 5,080 $404K
Hollencrest Capital Management 0.02% No change 5,071 $403K
Centaurus Financial, Inc. 0.02% Reduce -14.9% 5,052 $402K
Blue Barn Wealth, LLC 0.19% Reduce -8.4% 5,050 $401K
Anson Capital, Inc. 0.32% Add +1.1% 5,017 $399K
Becker Capital Management Inc. 0.01% New 5,016 $399K
Main Management LLC 0.03% No change 4,954 $394K
Objectivity Squared, LLC 0.27% Add +36.0% 4,930 $392K
Idaho Trust Co 0.14% Add +0.1% 4,913 $391K
Sound View Wealth Advisors Group, LLC 0.03% Add +11.0% 4,907 $390K
Redwood Financial Network Corp 0.26% Add +0.0% 4,879 $388K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +12.8% 4,874 $387K
Raab & Moskowitz Asset Management LLC 0.09% Reduce -1.3% 4,864 $387K
Certuity, LLC 0.04% Reduce -2.4% 4,853 $386K
Northwest Wealth Management, LLC 0.07% Reduce -5.7% 4,850 $386K
Ridgewood Investments LLC 0.17% Reduce -38.4% 4,848 $385K
Weatherly Asset Management L. P. 0.03% Reduce -42.7% 4,825 $384K
Security Financial Services, INC. 0.07% Add +1.4% 4,777 $380K
Iams Wealth Management, LLC 0.17% Reduce -8.0% 4,771 $379K
Saxony Capital Management, LLC 0.29% Reduce -10.4% 4,743 $377K
Eq Wealth Advisors, LLC 0.26% Add +0.1% 4,730 $376K
Thrive Wealth Management, LLC 0.06% Add +5.0% 4,725 $376K
1492 Capital Management LLC 0.17% No change 4,713 $375K
Physician Wealth Advisors, Inc. 0.06% Reduce -0.2% 4,709 $374K
Elm Partners Management LLC 0.02% Reduce -56.0% 4,707 $374K
KPP Advisory Services LLC 0.06% Add +1.9% 4,703 $374K
Fifth Third Bancorp 0.00% Add +11.8% 4,682 $372K
CAP Partners, LLC 0.23% Add +0.1% 4,682 $372K
Stephens Consulting, LLC 0.09% Add +9.8% 4,652 $370K
Community Bank, N.A. 0.05% Reduce -26.6% 4,652 $370K
Claris Advisors, LLC / Mo / 0.13% Add +0.2% 4,631 $368K
Vista Cima Wealth Management LLC 0.34% Add +1.7% 4,606 $366K
Aspetuck Financial Management LLC 0.28% Reduce -10.7% 4,600 $366K
Barnes Wealth Management Group, Inc 0.22% Reduce -2.0% 4,599 $366K
Foundations Investment Advisors, LLC 0.01% Reduce -66.4% 4,594 $365K
Altiora Financial Group, LLC 0.07% Reduce -5.6% 4,590 $365K
Evolution Advisers, Inc. 0.17% No change 4,454 $354K
Global Assets Advisory, LLC 0.14% Reduce -63.8% 4,468 $354K
Laird Norton Wetherby Wealth Management, LLC 0.02% — 4,427 $352K
Tyche Wealth Partners LLC 0.07% Reduce -2.0% 4,420 $351K
Clarity Capital Partners LLC 0.13% Reduce -0.6% 4,420 $351K
Mission Wealth Management, LP 0.01% New 4,398 $350K
Crews Bank & Trust 0.06% Add +0.7% 4,396 $349K
Signature Estate & Investment Advisors LLC 0.01% Reduce -65.2% 4,383 $348K
Ade, LLC 0.18% No change 4,354 $346K
Bigelow Investment Advisors, LLC 0.15% Reduce -3.8% 4,353 $346K
Diversify Wealth Management, LLC 0.02% Reduce -15.8% 4,350 $346K
GTS Securities LLC 0.02% Reduce -17.6% 4,339 $345K
Causey Wealth LLC 0.18% Add +2.1% 4,312 $343K
Element Wealth, LLC 0.16% Reduce -7.1% 4,263 $339K
Pacific Point Advisors, LLC 0.18% No change 4,250 $338K
First Foundation Advisors 0.01% No change 4,215 $335K
Sweeney & Michel, LLC 0.12% Add +1.0% 4,204 $332K
Gilbert Capital Group, Inc. 0.28% — 4,179 $332K
SeaCrest Wealth Management, LLC 0.04% Add +0.1% 4,156 $330K
Bristlecone Advisors, LLC 0.03% No change 4,125 $328K
Robinson Smith Wealth Advisors LLC 0.26% Reduce -11.7% 4,101 $326K
WealthTrak Capital Management LLC 0.27% Add +0.0% 4,088 $325K
Coastline Trust Co 0.04% Reduce -9.5% 4,087 $325K
GC Wealth Management RIA, LLC 0.03% No change 4,074 $324K
Team Financial Group, LLC 0.16% Add +23.4% 4,073 $324K
Barnes Pettey Financial Advisors, LLC 0.21% Reduce -21.9% 4,029 $320K
SOL Capital Management CO 0.03% No change 4,020 $320K
Pine Haven Investment Counsel, Inc 0.25% Reduce -3.5% 4,014 $319K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +7.4% 4,002 $318K
Matisse Capital 0.15% No change 4,000 $318K
OneAscent Family Office, LLC 0.30% New 3,974 $316K
Better Money Decisions, LLC 0.19% Reduce -32.6% 3,953 $314K
Kraft, Davis & Associates, LLC 0.09% Reduce -6.0% 3,949 $313K
Cannon Financial Strategists, Inc. 0.05% No change 3,934 $313K
Fonville Wealth Management LLC 0.08% Reduce -24.3% 3,917 $311K
Willow Creek Wealth Management Inc. 0.03% Add +18.2% 3,909 $311K
Maridea Wealth Management LLC 0.08% New 3,909 $311K
Strategy Asset Managers LLC 0.06% No change 3,904 $310K
Capital Investment Advisory Services, LLC 0.03% Reduce -11.1% 3,895 $310K
Columbus Macro, LLC 0.04% Reduce -70.6% 3,894 $310K
Arkadios Wealth Advisors 0.01% Add +15.3% 3,894 $310K
Independent Solutions Wealth Management, LLC 0.06% Reduce -0.9% 3,882 $309K
CoreCap Advisors, LLC 0.01% Add +6.1% 3,879 $308K
KM Capital Management Ltd. 0.15% Add +0.7% 3,874 $308K
Cunning Capital Partners, LP 0.16% Reduce -45.0% 3,850 $306K
Latko Wealth Management, Ltd. 0.17% Reduce -9.5% 3,840 $305K
Stephens Group Asset Management, LLC 0.02% Reduce -10.4% 3,827 $304K
Daymark Wealth Partners, LLC 0.01% Reduce -6.4% 3,814 $303K
BCS Private Wealth Management, Inc. 0.11% — 3,810 $303K
Williams Jones Wealth Management, LLC. 0.00% No change 3,798 $302K
Aspen Wealth Management LLC 0.07% Reduce -80.1% 3,791 $301K
Wealthcare Capital Partners, LLC 0.15% New 3,787 $301K
DMC Group, LLC 0.23% New 3,757 $299K
Coppell Advisory Solutions LLC 0.04% Add +28.8% 3,750 $298K
Accel Wealth Management 0.10% Add +0.2% 3,693 $294K
Perennial Investment Advisors, LLC 0.03% Reduce -39.8% 3,686 $293K
Triton Financial Group Inc 0.21% — 3,680 $293K
First Merchants Corp. 0.01% Reduce -12.1% 3,634 $289K
Hanover Advisors Inc. 0.12% No change 3,632 $289K
Factorial Partners, LLC 0.21% Reduce -87.2% 3,600 $286K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -18.4% 3,563 $283K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.0% 3,554 $283K
Beacon Financial Group 0.03% No change 3,549 $282K
Tanager Wealth Management LLP 0.03% No change 3,534 $281K
Vident Advisory, LLC 0.00% Reduce -1.7% 3,533 $281K
Meriwether Wealth & Planning, LLC 0.18% Reduce -1.9% 3,526 $280K
C2C Wealth Management, LLC 0.25% Add +0.5% 3,513 $279K
WNY Asset Management, LLC 0.03% Reduce -0.8% 3,492 $278K
Great Waters Wealth Management 0.04% Add +0.1% 3,487 $277K
Life Planning Partners, Inc 0.22% Reduce -4.7% 3,466 $276K
Thrive Capital Management, LLC 0.09% New 3,457 $275K
Smartleaf Asset Management LLC 0.02% Reduce -27.8% 3,419 $271K
Penobscot Investment Management Company, Inc. 0.02% Reduce -24.5% 3,390 $270K
Liberty Capital Management, Inc. 0.05% Add +8.1% 3,385 $269K
Talon Private Wealth, LLC 0.04% New 3,382 $269K
St Germain D J Co. Inc. 0.01% Add +245.1% 3,372 $268K
Bellecapital International Ltd. 0.05% No change 3,371 $268K
Verisail Partners, LLC 0.11% Reduce -7.7% 3,364 $267K
Great Valley Advisor Group, Inc. 0.01% Reduce -57.8% 3,359 $267K
Townsquare Capital LLC 0.03% Reduce -75.3% 3,355 $267K
Toth Financial Advisory Corp. 0.03% Reduce -4.0% 3,346 $266K
Legacy Wealth Management, LLC / MS 0.08% Reduce -57.2% 3,330 $265K
Vaughan David Investments LLC 0.01% Add +2.2% 3,317 $264K
Cambridge Capital Management, LLC 0.14% Add +1.1% 3,317 $264K
AE Wealth Management LLC 0.00% Reduce -77.0% 3,270 $260K
Moneta Group Investment Advisors LLC 0.00% New 3,261 $259K
Trilogy Capital Inc. 0.01% Reduce -5.3% 3,250 $258K
Roberts Wealth Advisors, LLC 0.07% Reduce -64.3% 3,244 $258K
Glen Eagle Advisors, LLC 0.04% Reduce -0.6% 3,237 $257K
Fiduciary Alliance LLC 0.02% New 3,212 $255K
David Kennon Inc 0.10% Add +4.5% 3,201 $255K
Stock Yards Bank & Trust Co. 0.01% Reduce -12.3% 3,193 $254K
Beaird Harris Wealth Management, LLC 0.02% Reduce -3.9% 3,192 $254K
Compass Capital Corp. /Ma/ 0.12% No change 3,194 $254K
Covenant Asset Management, LLC 0.05% No change 3,116 $248K
Tenon Financial LLC 0.11% Add +0.8% 3,113 $247K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -14.0% 3,096 $246K
Lodestar Private Asset Management LLC 0.03% Add +19.0% 3,095 $246K
Intelligence Driven Advisers, LLC 0.04% Reduce -0.9% 3,082 $245K
Investmark Advisory Group LLC 0.11% Add +0.4% 3,075 $244K
Tiaa Trust, National Association 0.00% Reduce -42.5% 3,074 $244K
Lifeworks Advisors, LLC 0.04% Reduce -0.2% 3,067 $244K
Fort Washington Investment Advisors Inc. 0.00% New 3,065 $244K
Smith, Moore & Co. 0.02% Add +16.9% 3,053 $243K
Index Fund Advisors, Inc. 0.01% Add +1.1% 3,047 $242K
Breakwater Investment Management 0.09% Reduce -9.3% 3,033 $241K
Kintayl Capital LP 0.15% No change 3,029 $241K
SMART Wealth LLC 0.08% New 3,019 $240K
Harrington Investments, INC 0.13% No change 3,000 $239K
Biltmore Family Office, LLC 0.04% Reduce -4.5% 2,993 $238K
Victory Financial Group, LLC 0.04% Add +11.2% 2,979 $237K
Guyasuta Investment Advisors Inc. 0.01% No change 2,961 $235K
Riverview Capital Advisers, LLC 0.07% Reduce -11.9% 2,960 $235K
Moseley Investment Management Inc. 0.08% Add +0.2% 2,959 $235K
Silver Oak Advisory Group, Inc. 0.11% Add +0.1% 2,967 $235K
Ameriflex Group, Inc. 0.12% Reduce -5.4% 2,945 $234K
Brighton Jones LLC 0.01% New 2,942 $234K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 2,929 $233K
MAS Advisors LLC 0.38% No change 2,928 $233K
RAM Investment Partners, LLC 0.05% No change 2,925 $233K
Interactive Financial Advisors, Inc. 0.11% Reduce -11.7% 2,920 $232K
WealthPLAN Partners, LLC 0.04% Reduce -0.7% 2,883 $229K
Investors Research Corp 0.04% No change 2,880 $229K
Activest Wealth Management 0.05% Add +1.1% 2,865 $228K
Signal Tree Financial Partners LLC 0.20% Reduce -46.1% 2,862 $228K
Squarepoint Ops LLC 0.00% New 2,842 $226K
Navigation Wealth Management, Inc. 0.33% New 2,834 $225K
Capital Advantage, Inc. 0.04% Reduce -4.3% 2,826 $225K
Harvest Investment Services, LLC 0.05% Add +0.9% 2,817 $224K
Infinity Wealth Counsel, LLC 0.23% Reduce -0.0% 2,806 $223K
Discipline Wealth Solutions, LLC 0.09% New 2,807 $223K
Strid Group, LLC 0.03% Reduce -23.9% 2,788 $222K
Vanguard Group Inc. 0.00% New 2,785 $221K
Genesis Wealth Advisors, LLC 0.16% No change 2,753 $219K
Gateway Wealth Partners, LLC 0.04% Reduce -9.8% 2,724 $217K
Schaeffer Financial LLC 0.21% Add +1.1% 2,724 $217K
World Equity Group, Inc. 0.06% New 2,713 $216K
Navalign, LLC 0.06% No change 2,706 $215K
Winthrop Advisory Group LLC 0.02% Add +2.9% 2,700 $215K
Roger Wittlin Investment Advisory, LLC 0.12% Add +1.1% 2,695 $214K
Duncan Williams Asset Management, LLC 0.07% Reduce -0.1% 2,683 $213K
Probity Advisors, Inc. 0.04% Reduce -37.8% 2,676 $213K
Hoge Financial Services, LLC 0.13% Reduce -8.6% 2,667 $212K
Archford Capital Strategies, LLC 0.03% Add +0.1% 2,663 $212K
Legacy Capital Wealth Partners, LLC 0.05% Add +2.4% 2,643 $210K
IVC Wealth Advisors LLC 0.10% Add +0.5% 2,620 $208K
Obsidian Personal Planning Solutions LLC 0.08% No change 2,601 $207K
LVW Advisors, LLC 0.02% No change 2,600 $207K
Signal Advisors Wealth, LLC 0.02% Reduce -46.9% 2,594 $206K
Seven Springs Wealth Group, LLC 0.05% Add +0.1% 2,581 $205K
Retirement Guys Formula LLC 0.08% No change 2,576 $205K
GWN Securities Inc. 0.04% New 2,552 $203K
Trinity Wealth Management, LLC 0.08% New 2,540 $202K
Pension & Wealth Management Advisors, Inc. 0.07% Reduce -15.8% 2,536 $202K
Main Street Financial Solutions, LLC 0.01% Reduce -0.6% 2,531 $201K
Blossom Wealth Management 0.36% Reduce -1.6% 2,526 $201K
Warner Financial, Inc. 0.08% New 2,518 $200K
Trust Co. of Vermont 0.01% New 2,500 $199K
Key Financial Inc 0.04% Reduce -0.4% 2,473 $197K
Nvwm, LLC 0.05% No change 2,439 $194K
Matrix Private Capital Group LLC 0.11% New 2,375 $189K
Cornerstone Planning Group LLC 0.04% Reduce -36.4% 2,325 $185K
United Community Bank 0.06% Reduce -2.3% 2,319 $184K
Family CFO Inc 0.09% Reduce -4.7% 2,134 $170K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 2,046 $163K
Manchester Capital Management LLC 0.02% No change 1,993 $158K
Contravisory Investment Management, Inc. 0.03% No change 1,987 $158K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +9.7% 1,977 $157K
Trust Co. of Toledo NA 0.02% New 1,952 $155K
Ashton Thomas Securities, LLC 0.04% Reduce -5.2% 1,929 $153K
Headlands Technologies LLC 0.02% Reduce -58.7% 1,908 $152K
WPG Advisers, LLC 0.13% Reduce -20.8% 1,904 $151K
Brooklyn Investment Group 0.02% Add +180000.0% 1,801 $143K
Pacifica Partners Inc. 0.06% No change 1,779 $141K
Westchester Capital Management, Inc. 0.03% No change 1,715 $136K
Mendota Financial Group, LLC 0.13% No change 1,667 $133K
Sound Income Strategies, LLC 0.01% Reduce -6.4% 1,526 $121K
Signaturefd, LLC 0.00% Add +3.5% 1,519 $121K
Motco 0.01% Reduce -4.0% 1,516 $120K
Capital Analysts, LLC 0.00% Reduce -7.0% 1,495 $119K
Concord Wealth Partners 0.02% Reduce -7.8% 1,455 $116K
Roxbury Financial LLC 0.11% Reduce -5.3% 1,449 $115K
Tower View Wealth Management LLC 0.06% Reduce -3.5% 1,442 $115K
BankPlus Trust Department 0.03% No change 1,400 $111K
Chapman Financial Group, LLC 0.09% — 1,372 $109K
Bernard Wealth Management Corp. 0.05% No change 1,349 $107K
Caldwell Sutter Capital, Inc. 0.05% No change 1,348 $107K
Mascoma Wealth Management LLC 0.02% No change 1,325 $105K
Palouse Capital Management, Inc. 0.07% Reduce -21.1% 1,305 $104K
S.A. Mason LLC 0.05% Reduce -3.8% 1,285 $102K
Harbor Asset Planning, Inc. 0.10% — 1,254 $100K
Front Row Advisors LLC 0.03% Reduce -32.2% 1,227 $98K
AlphaCore Capital LLC 0.00% Add +143.8% 1,219 $97K
Consultiva Wealth Management, Corp. 0.28% No change 1,150 $91K
Financial Management Professionals, Inc. 0.01% No change 1,125 $89K
Golden State Wealth Management, LLC 0.01% Reduce -10.9% 1,039 $83K
Abound Wealth Management 0.02% New 1,027 $82K
Vermillion Wealth Management, Inc. 0.04% Add +0.6% 1,020 $81K
SBI Securities Co., Ltd. 0.00% Reduce -0.1% 1,009 $80K
Accredited Wealth Management, LLC 0.06% Reduce -2.4% 1,005 $80K
Trifecta Capital Advisors, LLC 0.01% No change 962 $76K
Bangor Savings Bank 0.01% No change 959 $76K
VSM Wealth Advisory, LLC 0.03% Reduce -99.4% 1,297 $76K
Federation des caisses Desjardins du Quebec 0.00% No change 931 $74K
Pinney & Scofield, Inc. 0.05% No change 875 $70K
1620 Investment Advisors, Inc. 0.05% Reduce -4.6% 826 $66K
Cullen/Frost Bankers, Inc. 0.00% Add +48.8% 823 $65K
Running Point Capital Advisors, LLC 0.02% Add +3.5% 802 $64K
Moser Wealth Advisors, LLC 0.03% No change 800 $64K
Capital Advisors, Ltd. LLC 0.01% Reduce -11.2% 760 $60K
Bokf, NA 0.00% Reduce -45.4% 737 $59K
Canton Hathaway, LLC 0.01% No change 700 $56K
Johnson Financial Group, Inc. 0.00% No change 700 $56K
Caldwell Trust Co 0.01% No change 680 $54K
Graney & King, LLC 0.04% No change 677 $54K
Arlington Trust Co LLC 0.01% New 650 $52K
McIlrath & Eck, LLC 0.01% No change 646 $51K
Bogart Wealth, LLC 0.00% Reduce -23.1% 638 $51K
Denali Advisors LLC 0.01% Reduce -0.2% 629 $50K
Blume Capital Management, Inc. 0.01% No change 611 $49K
Cape Investment Advisory, Inc. 0.02% Add +0.4% 550 $44K
Twin Peaks Wealth Advisors, LLC 0.01% New 542 $43K
Hurley Capital, LLC 0.03% No change 540 $43K
Opal Wealth Advisors, LLC 0.01% Reduce -6.9% 539 $43K
Arax Advisory Partners 0.00% Add +0.9% 534 $42K
2UniFi Bank 0.02% No change 534 $42K
EPG Wealth Management LLC 0.01% Add +1.1% 533 $42K
Atlas Capital Advisors Inc. 0.01% Add +277.2% 513 $41K
Westside Investment Management, Inc. 0.01% Reduce -61.6% 500 $40K
Avion Wealth 0.01% New 500 $39K
NFSG Corp 0.01% New 465 $37K
Financial Freedom, LLC 0.02% Reduce -0.4% 458 $36K
Costello Asset Management, INC 0.01% No change 454 $36K
First Financial Corp. 0.02% No change 450 $36K
SIMA Wealth Partners, LLC 0.03% Reduce -18.7% 447 $36K
Islay Capital Management, LLC 0.02% No change 430 $34K
Elevation Wealth Partners, LLC 0.01% Add +1.2% 423 $34K
NewSquare Capital LLC 0.00% New 414 $33K
Wolff Wiese Magana LLC 0.02% No change 414 $33K
Keystone Financial Group, Inc. 0.02% No change 409 $32K
MorganRosel Wealth Management, LLC 0.01% No change 405 $32K
Asset Dedication, LLC 0.00% Add +33.3% 400 $32K
Rothschild Investment LLC 0.00% Reduce -12.1% 400 $32K
First Community Trust NA 0.02% Reduce -50.0% 369 $29K
Rossby Financial, LCC 0.01% Add +7.1% 363 $29K
LGT Financial Advisors LLC 0.06% No change 311 $25K
Transce3nd, LLC 0.01% Reduce -10.9% 310 $25K
Sachetta, LLC 0.01% No change 300 $24K
Iron Horse Wealth Management, LLC 0.01% Reduce -42.0% 300 $24K
Crewe Advisors LLC 0.00% No change 291 $23K
Park Place Capital Corp 0.01% New 278 $22K
CX Institutional 0.00% No change 253 $20K
Center for Financial Planning, Inc. 0.00% Reduce -36.1% 250 $20K
Aspect Partners, LLC 0.01% New 248 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 245 $19K
Nalls Sherbakoff Group, LLC 0.01% New 244 $19K
Riggs Asset Managment Co. Inc. 0.00% New 244 $19K
TruNorth Capital Management, LLC 0.00% Add +1.3% 236 $19K
Tidemark, LLC 0.01% No change 226 $18K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -22.4% 225 $18K
S&T Bank 0.01% No change 225 $18K
Kestra Investment Management, LLC 0.00% New 222 $18K
Medallion Wealth Advisors, LLC 0.01% Add +1.0% 210 $17K
Gold Investment Management Ltd. 0.01% No change 202 $16K
Bellevue Asset Management, LLC 0.01% No change 200 $16K
Maseco LLP 0.00% — 196 $16K
Financial Gravity Companies, Inc. 0.00% — 192 $15K
MilWealth Group LLC 0.00% Add +1.1% 187 $15K
Decker Retirement Planning Inc. 0.01% New 178 $14K
Paladin Advisory Group, LLC 0.01% New 175 $14K
Delta Asset Management LLC 0.00% Reduce -68.3% 175 $14K
Anfield Capital Management, LLC 0.00% Add +185.3% 174 $14K
Salem Investment Counselors Inc. 0.00% New 159 $13K
Total Investment Management Inc. 0.00% New 151 $12K
Covestor Ltd 0.01% Add +15.4% 157 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Harbor Investment Advisory, LLC 0.00% No change 142 $11K
Holos Integrated Wealth LLC 0.01% No change 137 $11K
Orion Capital Management LLC 0.00% No change 134 $11K
Bellwether Advisors, LLC 0.00% No change 125 $10K
Indiana Trust & Investment Management Co 0.00% Reduce -43.5% 122 $10K
Addison Advisors LLC 0.00% New 108 $9K
Global Trust Asset Management, LLC 0.00% No change 104 $8K
Towne Trust Company, N.A 0.00% No change 104 $8K
Millstone Evans Group, LLC 0.01% New 96 $8K
Smallwood Wealth Investment Management, LLC 0.00% New 94 $7K
Luminist Capital LLC 0.01% Reduce -3.1% 93 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 92 $7K
Sunbelt Securities, Inc. 0.00% No change 94 $7K
Aventus Investment Advisors, Inc. 0.01% — 91 $7K
Colonial Trust Advisors 0.00% No change 89 $7K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -1.1% 86 $7K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 79 $6K
Salomon & Ludwin, LLC 0.00% Reduce -18.3% 76 $6K
New England Asset Management Inc. 0.00% No change 75 $6K
Brown Brothers Harriman & Co. 0.00% Reduce -73.3% 69 $5K
Rise Advisors, LLC 0.00% Add +1.5% 68 $5K
Morris Financial Concepts, Inc. 0.00% No change 68 $5K
Kilter Group LLC 0.00% New 59 $5K
Northwest Capital Management Inc 0.00% No change 48 $4K
Beacon Capital Management, LLC 0.00% No change 45 $4K
FAS Wealth Partners, Inc. 0.00% Reduce -99.1% 43 $3K
Archer Investment Corp 0.00% No change 41 $3K
Colonial Trust Co / SC 0.00% No change 30 $2K
Oliver Lagore Vanvalin Investment Group 0.00% — 25 $2K
Byrne Asset Management LLC 0.00% No change 20 $2K
LRI Investments, LLC 0.00% No change 20 $2K
Signature Resources Capital Management, LLC 0.00% No change 18 $1K
Hara Capital LLC 0.00% No change 15 $1K
Clearstead Trust, LLC 0.00% New 15 $1K
Nemes Rush Group LLC 0.00% New 14 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 14 $1K
SJS Investment Consulting Inc. 0.00% No change 12 $954
New Millennium Group LLC 0.00% No change 8 $600
Clear Investment Research, LLC 0.00% No change 6 $477
REAP Financial Group, LLC 0.00% No change 4 $318
Values First Advisors, Inc. 0.00% No change 2 $167
Cheviot Value Management, LLC 0.00% No change 2 $159
Hoey Investments, Inc. 0.00% No change 1 $113
Robinson Value Management, Ltd. 0.00% Reduce -100.0% 1 $80
BNP Paribas 0.00% No change 1 $80

"% 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.