Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q3 2025 (September 30)
1,347holders −6
73new positions
71sold out
5famous investors
$79.96avg. 13F price*

At the end of Q3 2025, 1,347 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings, down 6 from Q2 2025. 73 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($1.5B) and Prudential PLC ($993.2M). 5 famous investors held it, including David E. Shaw (0.4% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions73$158.8M
Exits71$505.5M

All 13F filers, Q2 2025 → Q3 2025: 24,136,279 shares bought and 18,458,553 shares sold, net +5,677,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,347 holders

Bank of America Corp. 0.41% Add +8.1% 69,198,328 $5.5B
Morgan Stanley 0.09% Add +11.1% 19,165,947 $1.5B
Prudential PLC 7.30% Reduce -2.0% 12,425,468 $993.2M
Envestnet Asset Management Inc. 0.15% Reduce -12.9% 6,730,334 $538.0M
Wells Fargo & Company 0.10% Add +8.5% 6,341,590 $506.9M
D. E. Shaw & Co. 0.43% Add +55.4% 6,241,037 $498.8M
Royal Bank of Canada 0.08% Reduce -4.7% 5,367,976 $429.1M
UBS Group AG 0.08% Add +0.5% 5,296,098 $423.3M
Barings LLC 7.99% No change 5,108,527 $408.3M
Nepc LLC 10.54% Reduce -0.8% 5,010,411 $400.5M
Manufacturers Life Insurance Company, The 0.33% Add +12.8% 4,975,470 $397.7M
Raymond James Financial Inc. 0.09% Add +7.1% 3,642,355 $291.1M
LPL Financial LLC 0.08% Add +1.4% 3,345,558 $267.4M
Sequoia Financial Advisors, LLC 1.61% Add +5.0% 3,312,431 $264.8M
Goldman Sachs Group Inc. 0.04% Add +9.3% 3,095,157 $247.4M
Financial Engines Advisors L.L.C. 0.45% Add +3.3% 2,954,768 $236.2M
Bank of New York Mellon Corp 0.04% Add +6.8% 2,781,752 $222.3M
Mather Group, Llc. 2.05% Add +7.2% 2,536,417 $202.7M
Ameriprise Financial Inc. 0.05% Add +10.7% 2,464,996 $196.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.76% Add +3.6% 2,336,613 $186.8M
Janney Montgomery Scott LLC 0.39% Add +10.7% 2,049,993 $163.9M
Northwestern Mutual Wealth Management Co. 0.10% Add +18.0% 1,888,530 $151.0M
Truist Financial Corp. 0.18% Add +7.9% 1,656,815 $132.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.98% Add +16.1% 1,597,968 $127.6M
Cerity Partners LLC 0.20% Add +7.9% 1,556,338 $124.4M
JPMorgan Chase & Co. 0.01% Reduce -51.0% 1,459,116 $116.6M
WestEnd Advisors, LLC 2.60% Add +12.6% 1,390,364 $111.1M
Cetera Investment Advisers 0.11% Add +21.1% 1,184,419 $94.7M
RW Investment Management LLC 9.71% Add +7.4% 1,177,999 $94.2M
Bank of Montreal 0.04% Reduce -2.0% 1,137,027 $90.9M
Creative Planning 0.07% Add +20.4% 1,121,145 $89.6M
Steele Capital Management, Inc. 3.92% Reduce -5.0% 1,105,194 $88.3M
Keybank National Association 0.31% Add +1.3% 1,089,560 $87.1M
MAI Capital Management 0.53% Add +6.7% 1,057,304 $84.5M
Strategic Financial Services, Inc. 4.24% Add +1.8% 1,056,698 $84.5M
Stifel Financial Corp. 0.07% Add +15.4% 999,899 $79.9M
Hilton Capital Management, LLC 6.46% Add +4.6% 998,558 $79.8M
First Financial Bankshares Inc 1.62% Reduce -1.0% 988,969 $79.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.4% 971,236 $77.6M
Smithfield Trust Co 3.44% Add +1.4% 962,288 $76.9M
Focus Partners Wealth 0.12% Add +15.0% 950,607 $76.0M
Modera Wealth Management, LLC 0.86% Reduce -1.9% 930,653 $74.4M
Stonebridge Capital Advisors LLC 5.20% Add +8.6% 911,261 $72.8M
Busey Bank 2.02% Add +8.3% 905,374 $72.4M
Renaissance Technologies 0.09% Add +13.3% 898,400 $71.8M
Farther Finance Advisors, LLC 1.08% Add +490.8% 897,252 $71.7M
RiverFront Investment Group, LLC 1.21% Add +1.1% 864,561 $69.1M
Valeo Financial Advisors, LLC 1.57% Add +1.0% 861,252 $68.8M
Commonwealth Equity Services, LLC 0.09% Add +7.3% 843,355 $67.4M
Corient Private Wealth LP 0.11% Reduce -60.3% 841,457 $67.3M
Resonant Capital Advisors, LLC 3.83% Add +32.0% 822,802 $65.8M
Kohmann Bosshard Financial Services, LLC 6.71% Add +3.5% 815,693 $65.3M
Principal Financial Group Inc. 0.03% Add +0.3% 814,704 $65.1M
Rockbridge Investment Management, LCC 6.41% Add +7.4% 812,343 $64.9M
DAVENPORT & Co LLC 0.35% Add +4.4% 810,448 $64.8M
Oakworth Capital, Inc. 3.69% Add +4.3% 798,712 $63.8M
Osaic Holdings, Inc. 0.09% Add +24.3% 785,000 $62.7M
Quantum Financial Planning Services, Inc. 25.35% Add +6.8% 784,240 $62.7M
BlueSky Wealth Advisors, LLC 8.30% Add +3.7% 769,965 $61.5M
Mariner, LLC 0.08% Add +6.2% 765,075 $61.2M
Lutz Financial Services LLC 4.31% Add +8.2% 745,702 $59.6M
Beacon Investment Advisory Services, Inc. 2.47% Add +0.8% 734,289 $58.7M
Bartlett & Co. Wealth Management LLC 0.76% Add +1.2% 716,739 $57.3M
Baird Financial Group, Inc. 0.09% Add +7.4% 687,735 $55.0M
Bank of Nova Scotia 0.10% Add +53.4% 679,380 $54.3M
Retirement Systems of Alabama 0.18% Reduce -6.5% 674,310 $53.9M
TD Private Client Wealth LLC 1.20% Add +6.2% 664,443 $53.1M
Victory Capital Management Inc. 0.03% Add +10.3% 660,944 $52.8M
Liquid Strategies, LLC 10.70% Add +4.7% 649,777 $51.9M
Benjamin Edwards Inc. 0.59% Add +6.4% 648,042 $51.8M
Total Wealth Planning, LLC 5.98% Add +5.4% 646,376 $51.7M
Capital Investment Services of America, Inc. 4.58% Add +11.5% 645,632 $51.6M
First National Bank & Trust Co. of Newtown 9.41% Add +0.1% 620,992 $49.6M
North Star Investment Management Corp. 3.13% Add +8.5% 608,786 $48.7M
Mercer Global Advisors Inc. 0.08% Reduce -56.6% 608,120 $48.6M
Stephens Inc. 0.62% Reduce -1.8% 605,788 $48.4M
Trans-Canada Capital Inc. 2.93% Reduce -66.4% 603,024 $48.2M
Eaton-Cambridge Inc. 15.94% Add +5.5% 573,228 $45.8M
HighTower Advisors, LLC 0.05% Add +3.0% 563,677 $45.1M
Proffitt & Goodson Inc. 6.36% Add +4.2% 554,355 $44.3M
Rockefeller Capital Management L.P. 0.09% Add +6.5% 553,657 $44.3M
BNP Paribas Financial Markets 0.04% Reduce -37.3% 553,104 $44.2M
BCK Partners, Inc. 23.05% Add +4.0% 535,492 $42.8M
Exchange Traded Concepts, LLC 0.39% Add +58.6% 514,054 $41.1M
Zurich Insurance Group Ltd 0.29% No change 512,721 $41.0M
Flow Traders U.S. LLC 1.65% Add +387.7% 507,648 $40.6M
Franklin Resources Inc. 0.01% Add +2.5% 493,085 $39.4M
MML Investors Services, LLC 0.10% Add +13.6% 487,297 $38.9M
Ami Investment Management Inc. 9.03% Add +9.6% 486,906 $38.9M
William Mack & Associates, Inc. 20.60% Add +10.5% 479,286 $38.3M
Allen Investment Management, LLC 0.43% No change 479,139 $38.3M
Patriot Investment Management Group, Inc. 2.49% Add +4.3% 477,368 $38.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +3.9% 446,638 $35.6M
Aptus Capital Advisors, LLC 0.32% Add +3.2% 444,871 $35.6M
Johnson Bixby & Associates, LLC 4.51% Add +8.9% 439,799 $35.2M
Efficient Advisors, LLC 1.98% Add +8.8% 438,956 $35.1M
Sunburst Financial Group, LLC 7.25% Add +3.7% 430,590 $34.4M
Wealthspire Advisors, LLC 0.18% Add +3.2% 425,750 $34.0M
American Money Management, LLC 5.62% Add +2.8% 421,503 $33.7M
American Financial Advisors, LLC 4.27% Add +4.9% 415,036 $33.2M
AAFMAA Wealth Management & Trust LLC 13.14% Add +0.9% 414,225 $33.1M
Quaker Wealth Management, LLC 10.67% Add +11.9% 410,336 $32.8M
Allworth Financial LP 0.14% Reduce -2.1% 408,788 $32.7M
iA Global Asset Management Inc. 0.44% Reduce -59.9% 402,895 $32.2M
Fischer Financial Services, Inc. 8.63% Add +1.2% 401,008 $32.1M
Exencial Wealth Advisors, LLC 1.03% Add +1.9% 394,839 $31.6M
Neuberger Berman Group LLC 0.02% Add +1.8% 393,490 $31.5M
Adaptive Financial Consulting, LLC 12.53% Add +2.4% 392,057 $31.3M
1834 Investment Advisors Co. 3.83% Add +2.4% 390,860 $31.2M
Old National Bancorp 0.52% Add +3.8% 383,150 $30.6M
Cwm, LLC 0.09% Reduce -32.4% 382,238 $30.6M
Cambridge Investment Research Advisors, Inc. 0.08% Add +17.5% 380,549 $30.4M
Leonard Rickey Investment Advisors P.L.L.C. 5.59% Add +1.1% 371,738 $29.7M
Howard Capital Management Group, LLC 1.87% Add +1.1% 370,104 $29.6M
Apella Capital, LLC 0.65% Add +201.6% 367,170 $29.4M
Mesirow Financial Investment Management, Inc. 0.53% Add +5.3% 367,435 $29.4M
Wolff Financial Management LLC 6.82% Add +23.1% 367,407 $29.4M
Northwest Bancshares, Inc. 4.82% Reduce -0.8% 363,243 $29.0M
Goodman Financial Corp 5.63% Add +8.1% 361,738 $28.9M
Montis Financial, LLC 6.63% Add +9.1% 359,580 $28.7M
White Lighthouse Investment Management Inc. 4.30% Add +9.9% 352,944 $28.2M
Albion Financial Group 1.69% Add +3.0% 351,030 $28.1M
Zhang Financial LLC 1.14% Add +6.5% 351,027 $28.1M
&partners 0.18% Add +1.1% 348,175 $27.8M
Captrust Financial Advisors 0.06% Reduce -2.4% 346,062 $27.7M
Bath Savings Trust Co 2.70% Add +0.7% 341,359 $27.3M
NorthCoast Asset Management LLC 0.11% Add +2.2% 341,054 $27.3M
Waverly Advisors, LLC 0.27% Add +3.0% 341,017 $27.3M
Cypress Financial Planning LLC 8.36% Add +7.0% 340,579 $27.2M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -11.6% 339,956 $27.2M
State of Wisconsin Investment Board 0.06% No change 324,000 $25.9M
Towneley Capital Management, Inc / DE 5.61% Add +0.9% 322,940 $25.8M
Arax Advisory Partners 0.37% Add +48349.8% 258,722 $25.8M
Howe & Rusling Inc. 1.71% Add +12.8% 311,750 $24.9M
Baskin Financial Services Inc. 1.83% Add +1.1% 310,732 $24.8M
Kestra Private Wealth Services, LLC 0.32% Add +4.7% 309,869 $24.8M
Wescott Financial Advisory Group, LLC 2.19% Add +1.8% 305,773 $24.4M
Fisher Asset Management 0.01% Reduce -14.7% 305,431 $24.4M
CIBC Private Wealth Group LLC 0.04% Reduce -1.1% 293,883 $23.5M
Graves Light Lenhart Wealth, Inc. 2.61% Add +4.4% 293,774 $23.5M
Coyle Financial Counsel LLC 5.38% Add +12.8% 291,741 $23.3M
Essex LLC 4.15% Reduce -37.6% 286,171 $22.9M
Beacon Pointe Advisors, LLC 0.19% Add +70.1% 285,413 $22.8M
Beacon Financial Strategies CORP 13.44% Add +2.7% 284,961 $22.8M
JBGlobal.com LLC 22.99% Add +7.4% 282,400 $22.6M
Maryland Capital Advisors Inc. 8.06% Reduce -1.1% 281,713 $22.5M
Longview Financial Advisors LLC 12.89% Reduce -12.6% 279,820 $22.4M
BlackRock, Inc. 0.00% Add +35.2% 277,205 $22.2M
Rodgers & Associates, LTD 2.25% Add +11.8% 273,209 $21.8M
Market Street Wealth Management Advisors LLC 3.44% Add +1.2% 270,908 $21.7M
Pittenger & Anderson Inc. 0.79% Add +9.9% 269,798 $21.6M
ShankerValleau Wealth Advisors, Inc. 5.48% Add +5.8% 266,976 $21.3M
Penserra Capital Management LLC 0.25% Add +21.5% 266,141 $21.3M
Trustmark Bank Trust Department 1.38% Add +19.9% 265,894 $21.3M
Employees' Retirement Fund of the City of Fort Worth 9.92% Add +31.3% 265,464 $21.2M
Bear Mountain Capital, Inc. 6.95% Add +1.1% 259,181 $20.8M
Hardy Reed LLC 1.52% New 257,739 $20.6M
WBH Advisory Inc. 1.56% Add +9.1% 255,037 $20.4M
Kwmg, LLC 1.77% Add +4.7% 253,194 $20.2M
Creative Financial Designs Inc. 1.34% Reduce -35.4% 250,261 $20.0M
Unison Advisors LLC 1.82% Reduce -0.9% 249,127 $19.9M
AllSquare Wealth Management LLC 10.44% Reduce -1.0% 247,555 $19.8M
Comerica Bank 0.07% Add +1.1% 247,034 $19.7M
Matrix Trust Co 3.07% Reduce -5.8% 245,233 $19.6M
Robinson Value Management, Ltd. 11.20% Add +24153900.0% 241,540 $19.3M
First National Trust Co 0.66% Add +3.2% 239,688 $19.2M
Rialto Wealth Management, LLC 4.89% Add +34.1% 236,980 $18.9M
Firestone Capital Management 4.08% Add +6.2% 236,346 $18.9M
NewEdge Advisors, LLC 0.09% Reduce -6.1% 236,165 $18.9M
EverSource Wealth Advisors, LLC 0.74% Reduce -2.6% 234,925 $18.8M
Mach-1 Financial Group, LLC 2.97% New 232,658 $18.6M
Integrity Advisory Solutions, LLC 2.97% — 232,658 $18.6M
MassMutual Private Wealth & Trust, FSB 0.47% Add +6.6% 232,065 $18.5M
Marion Wealth Management 4.32% Add +1.5% 227,942 $18.2M
Gould Asset Management LLC 3.30% Add +2.6% 222,069 $17.8M
WESCAP Management Group, Inc. 3.72% Add +4.9% 221,609 $17.7M
Wealth Management Nebraska 2.08% Add +2.5% 218,525 $17.5M
Dynamic Advisor Solutions LLC 0.50% Add +0.8% 216,706 $17.3M
Paulson Wealth Management Inc. 4.09% Add +9.1% 216,247 $17.3M
Hiley Hunt Wealth Management 8.05% Add +8.6% 214,135 $17.1M
Hassell Wealth Management, LLC 5.93% Add +4.8% 213,720 $17.1M
Whelan Financial 5.41% Add +2.5% 213,617 $17.1M
Wood Tarver Financial Group, LLC 4.96% Add +2.1% 210,441 $16.8M
Rakuten Investment Management, Inc. 0.06% — 210,559 $16.8M
Farmers & Merchants Investments Inc. 0.47% Reduce -17.2% 208,660 $16.7M
TL Private Wealth 6.66% Add +14.7% 207,937 $16.6M
Mason & Associates Inc 3.34% Add +10.2% 207,221 $16.6M
Curbstone Financial Management Corp 3.14% Add +1.9% 204,016 $16.3M
Wealthspire Retirement, LLC 1.04% Add +10.2% 203,118 $16.2M
First American Trust, FSB 1.18% Add +86.9% 202,951 $16.2M
Asset Management Group, Inc. 2.64% Reduce -0.7% 201,563 $16.1M
Private Advisor Group, LLC 0.08% Add +1.8% 196,046 $15.7M
Patten & Patten Inc. 0.91% Add +3.5% 194,276 $15.5M
PNC Financial Services Group, Inc. 0.01% Add +4.1% 194,001 $15.5M
Beese Fulmer Investment Management, Inc. 1.04% Add +19.1% 189,138 $15.1M
Principal Securities, Inc. 0.25% Add +8.6% 186,974 $14.9M
Asio Capital, LLC 2.21% Add +22.3% 185,080 $14.8M
Union Bancaire Privee, UBP SA 0.21% Add +6.7% 185,772 $14.8M
OneDigital Investment Advisors LLC 0.15% Add +6.8% 183,743 $14.7M
United Services Automobile Association 1.03% Reduce -17.1% 183,685 $14.7M
Cordant, Inc. 6.60% Add +3.4% 183,055 $14.6M
International City Management Association Retirement Corp 7.41% No change 181,600 $14.5M
RFG Advisory, LLC 0.30% Reduce -16.3% 181,172 $14.5M
Grey Fox Wealth Advisors, LLC 2.94% Add +4.0% 180,127 $14.4M
Horizon Investment Services, LLC 5.41% Add +33.8% 179,355 $14.3M
Capital Group Private Client Services, Inc. 0.24% Add +6.0% 178,161 $14.2M
Alliancebernstein L.P. 0.00% Add +1.1% 177,011 $14.1M
Fairview Capital Investment Management, LLC 0.72% Add +1.8% 176,841 $14.1M
Vise Technologies, Inc. 0.53% Add +9.2% 176,737 $14.1M
Twele Capital Management, Inc. 2.58% Add +6.4% 175,157 $14.0M
Silphium Asset Management Ltd 4.14% Add +360.5% 175,000 $14.0M
Tandem Wealth Advisors LLC 6.64% Add +8.5% 174,816 $14.0M
Stordahl Capital Management, Inc. 2.92% Add +1.2% 174,066 $13.9M
Stone Summit Wealth LLC 3.94% Add +90.3% 173,831 $13.9M
UG Investment Advisers Ltd. 2.35% Add +8.2% 171,647 $13.7M
Lighthouse Financial LLC 8.97% Add +34.1% 170,009 $13.6M
Staley Capital Advisers Inc. 0.56% Add +7.9% 169,678 $13.6M
Level Financial Advisors 3.81% Add +5.0% 168,898 $13.5M
Forbes Financial Planning, Inc. 8.90% Add +0.6% 166,908 $13.5M
Lowe Wealth Advisors, LLC 4.88% Add +1.6% 167,286 $13.4M
My Personal CFO, LLC 5.14% New 165,923 $13.3M
Foundation Wealth Management, LLC\PA 5.14% Add +38.4% 165,923 $13.3M
NewEdge Wealth, LLC 0.19% Reduce -1.6% 165,376 $13.2M
Valmark Advisers, Inc. 0.17% Add +2.7% 163,793 $13.1M
Prudential Financial Inc. 0.02% No change 163,159 $13.0M
Parallel Advisors, LLC 0.24% Add +1.3% 162,705 $13.0M
Urban Financial Advisory Corp 5.96% Add +2.9% 160,190 $12.8M
Gradient Capital Advisors, LLC 3.43% Add +9.4% 160,084 $12.8M
Thrivent Financial for Lutherans 0.03% Add +5.8% 158,455 $12.6M
Montag A & Associates Inc. 0.58% Reduce -5.1% 157,029 $12.6M
Osborne Partners Capital Management, LLC 0.64% Add +2.3% 156,594 $12.5M
Grove Bank & Trust 1.46% Add +2.9% 155,637 $12.4M
Mustard Seed Financial, LLC 7.85% Add +32.4% 152,682 $12.2M
Tower Research Capital LLC (TRC) 0.34% Add +257.1% 152,657 $12.2M
Orion Porfolio Solutions, LLC 0.09% Reduce -0.0% 152,403 $12.2M
Van Strum & Towne Inc. 3.56% Reduce -13.7% 151,465 $12.1M
Compass Advisory Group LLC 3.40% Add +127.3% 151,437 $12.1M
Seaside Wealth Management, Inc. 3.50% Add +8.3% 147,431 $11.8M
CWA Asset Management Group, LLC 0.44% Reduce -5.0% 147,074 $11.8M
United Capital Financial Advisors, LLC 0.08% Reduce -0.4% 145,329 $11.6M
Estate Counselors, LLC 0.99% Add +13.7% 144,620 $11.6M
OneAscent Financial Services LLC 0.76% Add +18.7% 143,017 $11.4M
Capstone Capital LLC 7.50% Add +1.6% 140,404 $11.2M
Balance Wealth Partners LLC 2.76% New 139,648 $11.2M
Factor Wealth Management LTD 2.78% Add +3.5% 139,148 $11.1M
Shufro Rose & Co. LLC 0.91% Reduce -4.9% 140,707 $11.1M
Providence First Trust Co 3.83% Add +5.0% 138,103 $11.0M
DecisionPoint Financial, LLC 2.57% Add +5.1% 138,098 $11.0M
Marex Group Ltd 0.14% New 137,000 $11.0M
Chesapeake Wealth Management 3.34% Add +4.8% 136,852 $10.9M
Cherry Tree Wealth Management, LLC 2.40% Add +2.7% 136,539 $10.9M
Roundview Capital LLC 0.69% Add +2.5% 136,421 $10.9M
TAGStone Capital, Inc. 4.32% Add +3.5% 136,371 $10.9M
Platt Investment Counsel, LLC 8.58% Reduce -32.1% 136,285 $10.9M
Private Management Group Inc. 0.32% Reduce -3.6% 134,990 $10.8M
Sage Financial Management Group, Inc. 3.40% Add +2.0% 133,160 $10.6M
Checchi Capital Advisers, LLC 0.73% Add +4.0% 132,854 $10.6M
Edgestream Partners, L.P. 0.31% Add +129.0% 132,780 $10.6M
MIdWestOne Financial Group, Inc. 1.29% Add +12.2% 132,517 $10.6M
Condor Capital Management 0.87% Add +1.4% 132,403 $10.6M
Madison Asset Management, LLC 0.12% Add +9.1% 131,045 $10.5M
Fifth Third Securities, Inc. 0.71% Add +3.2% 130,688 $10.4M
Robertson Stephens Wealth Management, LLC 0.31% Reduce -0.6% 129,434 $10.3M
World Investment Advisors 0.21% Reduce -1.8% 129,382 $10.3M
SouthState Bank Corp 0.47% Add +11.8% 128,935 $10.3M
Magnus Financial Group LLC 0.80% Add +4.2% 126,392 $10.1M
BCS Wealth Management 2.28% Reduce -0.9% 126,336 $10.1M
Florida Trust Wealth Management Co 0.29% Add +14.6% 126,198 $10.1M
Integrated Advisors Network LLC 0.42% Add +6.0% 124,128 $9.9M
Pointe Capital Management LLC 4.76% Add +1.2% 121,773 $9.7M
Minot DeBlois Advisors LLC 8.73% Add +2.9% 120,567 $9.6M
Nisa Investment Advisors, LLC 0.04% Reduce -6.9% 120,181 $9.6M
Financial & Tax Architects, LLC 2.10% New 119,209 $9.5M
Disciplined Investments, LLC 3.79% Reduce -3.0% 118,942 $9.5M
Keyvantage Wealth, LLC 3.95% Add +5.1% 117,748 $9.4M
Vista Investment Management 3.29% Add +3.6% 117,707 $9.4M
FIDELIS iM, LLC 5.79% Reduce -73.5% 113,310 $9.3M
Leavell Investment Management, Inc. 0.39% Add +6.9% 114,984 $9.2M
Powers Advisory Group, LLC 3.66% Add +3.6% 114,884 $9.2M
NBT Bank, N.A. 0.59% Reduce -97.0% 3,402 $9.1M
Atlantic Edge Private Wealth Management, LLC 2.34% Reduce -1.3% 113,731 $9.1M
Milestone Investment Advisors LLC 2.25% Add +3.9% 113,422 $9.1M
Choreo, LLC 0.12% Reduce -0.8% 112,773 $9.0M
Fort Vancouver Investment Management, LLC 4.95% Add +7.5% 111,561 $8.9M
Hurlow Wealth Management Group, Inc. 2.31% Add +14.0% 111,348 $8.9M
IMZ Advisory Inc 3.30% Add +1.8% 110,883 $8.9M
WASHINGTON TRUST Co 0.29% Reduce -7.8% 110,826 $8.9M
Whitegate Investment Counselors, Inc. 2.91% Reduce -2.2% 110,661 $8.8M
SpringVest Wealth Management LLC 6.44% Add +0.4% 109,568 $8.8M
Citigroup Inc. 0.01% Add +4.6% 108,810 $8.7M
Goldstone Financial Group, LLC 1.02% Reduce -22.6% 108,280 $8.7M
Oakwell Private Wealth Management, LLC 1.72% Reduce -1.9% 107,182 $8.6M
Leading Edge Financial Planning LLC 2.14% Add +11.2% 106,514 $8.5M
ETF Portfolio Partners, Inc. 2.25% Add +5.8% 105,961 $8.5M
Peddock Capital Advisors, LLC 1.80% Add +1.6% 104,435 $8.3M
Metropolitan Life Insurance Co 2.44% Reduce -18.9% 104,019 $8.3M
Curtis Advisory Group, LLC 1.88% Add +2.0% 103,781 $8.3M
Quattro Financial Advisors LLC 2.61% Reduce -2.2% 102,965 $8.2M
Luminvest Wealth Management LLC 2.68% Add +7.9% 100,697 $8.2M
Montecito Bank & Trust 1.26% — 101,224 $8.1M
Sanctuary Advisors, LLC 0.05% Add +10.6% 100,812 $8.1M
Telos Capital Management, Inc. 0.77% Add +0.4% 100,445 $8.0M
Assetmark, Inc. 0.02% Reduce -1.2% 100,444 $8.0M
Prospera Financial Services Inc 0.14% Reduce -1.6% 99,869 $8.0M
Pure Financial Advisors, LLC 0.13% Add +12.8% 98,943 $7.9M
Arkos Global Advisors 1.00% Reduce -21.5% 98,365 $7.9M
Sigma Planning Corp 0.22% Add +5.0% 98,301 $7.9M
Certified Advisory Corp 0.73% Add +6.1% 96,693 $7.7M
Harbour Trust & Investment Management Co 0.79% Add +4.7% 95,649 $7.6M
McMill Wealth Management 2.17% Reduce -0.3% 95,214 $7.6M
Bryn Mawr Trust Advisors, LLC 0.38% Add +15.6% 94,552 $7.6M
Millennium Management 0.01% Add +201.3% 93,854 $7.5M
Florin Court Capital LLP 5.88% Add +29.9% 93,804 $7.5M
Sigma Investment Counselors Inc. 0.39% Reduce -4.7% 93,706 $7.5M
Pinnacle Financial Partners Inc 0.18% Reduce -52.5% 93,177 $7.4M
Everett Harris & Co. 0.09% Reduce -0.2% 92,880 $7.4M
Wealthspan Partners, LLC 2.86% Add +33.1% 92,830 $7.4M
Orser Capital Management, LLC 3.86% Add +43.1% 91,715 $7.3M
Mountain Pacific Investment Advisers LLC 1.14% Reduce -3.7% 91,510 $7.3M
Cliffwater LLC 1.52% Reduce -6.8% 90,207 $7.2M
Sumitomo Mitsui Financial Group, Inc. 0.13% Reduce -2.4% 90,172 $7.2M
Verdence Capital Advisors LLC 0.41% Add +21.8% 89,639 $7.2M
Sharper & Granite LLC 2.56% Add +1.0% 89,548 $7.2M
Transamerica Financial Advisors, LLC 0.59% Add +1.3% 89,512 $7.2M
Focus Partners Advisor Solutions, LLC 0.08% Add +22.6% 89,337 $7.1M
Boston Family Office LLC 0.45% Reduce -0.9% 88,660 $7.1M
Professional Advisory Services Inc. 0.84% New 88,283 $7.1M
W.H. Cornerstone Investments Inc. 4.29% Add +3.0% 88,104 $7.0M
Investments & Financial Planning, LLC 3.74% Add +2.5% 86,633 $6.9M
Mgo One Seven LLC 0.16% Add +13.6% 86,292 $6.9M
Summit Financial, LLC 0.10% Add +7.2% 85,483 $6.8M
Gunma Bank,Ltd. 2.13% New 85,000 $6.8M
Virtus Family Office LLC 6.28% Add +66.4% 83,985 $6.7M
Trellis Wealth Advisors LLC 2.71% Add +12.4% 83,457 $6.7M
Glenview Trust Co 0.11% Add +1.9% 83,327 $6.7M
Rossmore Private Capital 0.71% Reduce -9.6% 82,595 $6.6M
Ameritas Investment Partners, Inc. 0.20% Add +5.3% 81,883 $6.5M
DDD Partners, LLC 0.41% Add +6.0% 81,674 $6.5M
Catalyst Capital Advisors LLC 0.13% No change 81,223 $6.5M
Perennial Advisors, LLC 1.12% Add +1.6% 81,080 $6.5M
Meridian Wealth Management, LLC 0.25% Add +10.7% 80,890 $6.5M
AA Financial Advisors, LLC 1.27% Add +1.7% 80,644 $6.4M
Oppenheimer & Co. Inc. 0.08% Add +0.9% 80,532 $6.4M
Studio Investment Management LLC 1.19% Reduce -16.0% 78,939 $6.3M
Addison Capital Co 1.86% Add +11.9% 78,857 $6.3M
Axxcess Wealth Management, LLC 0.13% Add +6.1% 78,708 $6.3M
Country Club Bank 0.37% Reduce -0.9% 78,250 $6.3M
Larson Financial Group LLC 0.22% Reduce -22.0% 78,082 $6.2M
Perigon Wealth Management, LLC 0.13% Add +10.8% 78,053 $6.2M
Galvin, Gaustad & Stein, LLC 0.51% Add +0.8% 77,301 $6.2M
Black Diamond Financial, LLC 0.69% Reduce -1.7% 77,166 $6.2M
Belpointe Asset Management LLC 0.24% Add +11.2% 77,150 $6.2M
Tide Cove Capital Partners LLC 4.73% Add +1.1% 77,241 $6.2M
Sand Hill Global Advisors, LLC 0.21% No change 76,186 $6.1M
Agf Management Ltd. 0.03% Reduce -5.0% 76,160 $6.1M
Whittier Trust Co. 0.07% Reduce -4.4% 76,230 $6.1M
D.A. Davidson & Co. 0.04% Reduce -0.5% 76,058 $6.1M
49 Wealth Management, LLC 0.57% New 75,734 $6.1M
Evergreen Capital Management LLC 0.14% Add +0.1% 74,990 $6.0M
Equita Financial Network, Inc. 1.98% Add +8.2% 73,334 $5.9M
Guyasuta Investment Advisors Inc. 0.34% Add +2375.9% 73,311 $5.9M
Hobart Private Capital, LLC 1.22% Add +14.8% 72,951 $5.8M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -10.7% 71,713 $5.7M
Traub Capital Management LLC 5.60% Add +1.6% 70,796 $5.7M
Anchor Capital Advisors LLC 0.16% Reduce -11.4% 70,706 $5.7M
Cascade Wealth Advisors, Inc 2.75% Add +50.8% 70,146 $5.6M
Fca Corp. 1.55% Add +4.9% 69,701 $5.6M
FineMark National Bank & Trust 0.18% Add +1.3% 69,154 $5.5M
Bar Harbor Wealth Management 0.33% Reduce -3.6% 69,116 $5.5M
Conrad Siegel Investment Advisors, Inc. 1.16% Add +6.4% 69,060 $5.5M
Phoenix Financial Ltd. 0.07% Add +4.2% 69,055 $5.5M
Harbour Investments, Inc. 0.12% Add +7.5% 68,131 $5.4M
Scotia Capital Inc. 0.02% Reduce -11.3% 68,130 $5.4M
Merit Financial Group, LLC 0.05% Reduce -5.2% 68,115 $5.4M
Planning Directions Inc. 2.83% Add +2.6% 67,735 $5.4M
Jones Financial Companies LLLP 0.00% Add +30.8% 67,778 $5.4M
Atria Investments, Inc 0.06% Reduce -28.9% 67,619 $5.4M
Parsons Capital Management Inc. 0.31% Add +64.0% 67,257 $5.4M
HORAN Wealth, LLC 0.85% Reduce -0.8% 67,203 $5.4M
Arrow Financial Corp 0.55% Reduce -4.5% 66,929 $5.3M
Warwick Investment Management, Inc. 0.93% Add +7.7% 66,886 $5.3M
Koshinski Asset Management, Inc. 0.38% Add +9.0% 66,081 $5.3M
Grand Wealth Management, LLC 2.54% Add +4.9% 65,899 $5.3M
Zacks Investment Management 0.04% Reduce -2.9% 65,630 $5.2M
Integrity Investment Advisors, LLC 3.44% Add +22.2% 64,989 $5.2M
Middleton & Co. Inc. 0.56% Reduce -6.4% 64,521 $5.2M
Parkside Financial Bank & Trust 0.40% Add +45.3% 64,150 $5.1M
Meitav Investment House Ltd. 0.07% Add +7.6% 63,872 $5.1M
Factorial Partners, LLC 3.50% Add +1669.4% 63,700 $5.1M
Savant Capital, LLC 0.03% Add +324.4% 63,690 $5.1M
Arcataur Capital Management LLC 1.49% Reduce -0.2% 63,348 $5.1M
Econ Financial Services Corp 2.51% Add +4.5% 63,076 $5.0M
Connecticut Wealth Management, LLC 0.22% Reduce -25.0% 62,971 $5.0M
M&T Bank Corp 0.02% Reduce -1.5% 62,631 $5.0M
Invesco Ltd. 0.00% Reduce -1.5% 62,505 $5.0M
Presilium Private Wealth, LLC 0.94% Reduce -6.5% 61,970 $5.0M
Wealthfront Advisers LLC 0.01% Add +10.9% 61,577 $4.9M
Kure Advisory, LLC 3.00% Add +2.6% 60,722 $4.9M
Cardiff Park Advisors, LLC 0.37% Add +10.4% 60,594 $4.8M
Blue Trust, Inc. 0.05% Reduce -1.0% 60,338 $4.8M
Massachusetts Wealth Management 2.38% Add +0.3% 60,102 $4.8M
Patten Group, Inc. 0.92% Reduce -6.4% 59,344 $4.7M
Oak Harvest Investment Services 0.55% Add +2.2% 59,319 $4.7M
CreativeOne Wealth, LLC 0.12% Reduce -4.8% 59,227 $4.7M
HM Payson & Co. 0.07% Add +18.7% 59,199 $4.7M
Transcend Capital Advisors, LLC 0.33% Add +8.5% 58,558 $4.7M
CWC Advisors, LLC. 2.29% Add +0.7% 58,482 $4.7M
Morton Brown Family Wealth, LLC 1.34% Add +11.9% 58,205 $4.7M
Raffa Wealth Management, LLC 0.83% Add +2.2% 57,843 $4.6M
Alesco Advisors, LLC, An ESL Co 0.12% Add +46.4% 57,693 $4.6M
IFP Advisors, Inc 0.12% Reduce -0.4% 57,412 $4.6M
Gladwyn Financial Advisors, Inc. 3.29% Add +4.8% 57,335 $4.6M
Novare Capital Management LLC 0.35% Reduce -0.1% 57,247 $4.6M
Synovus Financial Corp. 0.05% Add +0.2% 55,723 $4.5M
Anchor Investment Management, LLC 0.37% Reduce -7.9% 55,716 $4.5M
Madden Advisory Services, Inc. 1.86% Add +62.2% 55,411 $4.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.22% Add +11.9% 55,010 $4.4M
Thomasville National Bank 0.28% Add +3.0% 54,979 $4.4M
Coastal Bridge Advisors, LLC 0.33% Add +15.2% 54,979 $4.4M
Intrua Financial, LLC 0.51% New 54,645 $4.4M
Bedel Financial Consulting, Inc. 0.56% Reduce -1.9% 54,352 $4.3M
Arbor Trust Wealth Advisors, LLC 1.95% Add +7.3% 54,216 $4.3M
Composition Wealth, LLC 0.06% Reduce -7.7% 54,115 $4.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.51% Add +2.1% 53,745 $4.3M
Sprott Inc. 0.16% Add +18.5% 53,700 $4.3M
JNBA Financial Advisors 0.39% Reduce -3.4% 53,556 $4.3M
Kestra Advisory Services, LLC 0.02% Add +15.4% 52,899 $4.2M
Bull Street Advisors, LLC 1.97% Reduce -0.1% 52,817 $4.2M
Chandler Asset Management, Inc. 0.69% Add +1.0% 52,250 $4.2M
Cary Street Partners Financial LLC 0.11% Add +0.3% 52,241 $4.2M
Shotwell Rutter Baer Inc 2.68% Add +2.6% 52,168 $4.2M
Juncture Wealth Strategies, LLC 1.39% Reduce -4.2% 51,965 $4.2M
Flputnam Investment Management Co. 0.06% Reduce -18.1% 51,645 $4.1M
Saranac Partners Ltd 0.86% Add +14.3% 51,265 $4.1M
Farmers & Merchants Trust Co of Chambersburg PA 1.16% Add +5.8% 51,185 $4.1M
Resona Asset Management Co.,Ltd. 0.02% New 51,029 $4.1M
Forum Private Client Group LLC 1.45% Add +24.3% 50,778 $4.1M
BIP Wealth, LLC 0.20% Add +32.7% 50,571 $4.0M
Alpha Cubed Investments, LLC 0.14% Add +4.8% 50,562 $4.0M
Websterrogers Financial Advisors, LLC 1.21% Add +2.9% 50,364 $4.0M
Easterly Investment Partners LLC 0.27% No change 50,244 $4.0M
Park Avenue Securities LLC 0.03% Add +14.3% 50,188 $4.0M
Global Retirement Partners, LLC 0.09% Add +3.8% 50,192 $4.0M
LFA - Lugano Financial Advisors SA 2.11% Add +4.5% 50,172 $4.0M
Ssa Swiss Advisors AG 1.85% Add +19.7% 49,966 $4.0M
Smithbridge Asset Management Inc. 0.58% New 49,869 $4.0M
B. Riley Wealth Advisors, Inc. 0.19% Reduce -42.6% 49,648 $4.0M
Fortress Financial Solutions, LLC 4.27% Add +14.7% 49,084 $3.9M
Fiduciary Group, LLC 0.34% Reduce -0.9% 48,801 $3.9M
EFG Asset Management (Americas) Corp. 0.67% Add +15.2% 48,510 $3.9M
Courier Capital LLC 0.22% Reduce -8.1% 48,233 $3.9M
Daiwa Securities Group Inc. 0.01% Add +3.4% 48,230 $3.9M
Whalen Wealth Management Inc. 2.25% New 48,126 $3.8M
Betterment LLC 0.01% Add +5.0% 48,003 $3.8M
Ashton Thomas Private Wealth, LLC 0.10% Add +5.7% 47,648 $3.8M
Equitable Holdings, Inc. 0.03% Add +29.9% 47,636 $3.8M
Fiduciary Advisors, Inc. 3.05% Add +11.0% 47,165 $3.8M
Good Steward Wealth Advisors,LLC 2.60% Add +144.6% 47,004 $3.8M
Atlantic Union Bankshares Corp 0.07% Add +2.0% 46,892 $3.7M
Lazard Asset Management LLC 0.01% New 46,720 $3.7M
NavPoint Financial, Inc. 1.95% Reduce -2.7% 46,526 $3.7M
Greenline Partners, LLC 0.45% No change 46,520 $3.7M
Marietta Wealth Management, LLC 0.45% Add +8.8% 46,348 $3.7M
PFG Investments, LLC 0.19% Add +1.7% 46,265 $3.7M
Farrell Financial LLC 2.32% Add +3.4% 46,230 $3.7M
Mma Asset Management LLC 1.23% Reduce -12.9% 46,145 $3.7M
Glass Jacobson Investment Advisors llc 1.33% Add +4.8% 46,136 $3.7M
Sightline Wealth Advisors, LLC 1.65% Reduce -4.6% 45,812 $3.7M
Titleist Asset Management, LLC 0.32% Add +18.6% 45,617 $3.6M
TriaGen Wealth Management LLC 0.94% Reduce -8.2% 45,280 $3.6M
Culbertson A N & Co. Inc. 0.51% Add +2.1% 44,762 $3.6M
Redhawk Wealth Advisors, Inc. 0.41% Add +1.7% 44,623 $3.6M
Eukles Asset Management 1.39% Add +2.3% 44,561 $3.6M
Windward Private Wealth Management Inc. 1.21% Reduce -0.3% 43,848 $3.5M
Soltis Investment Advisors LLC 0.24% Reduce -0.1% 43,529 $3.5M
Asset Allocation & Management Company, LLC 1.48% Add +18.6% 43,487 $3.5M
Topel & Distasi Wealth Management, LLC 1.71% Add +0.1% 43,341 $3.5M
Weik Capital Management 1.29% Reduce -8.2% 43,226 $3.5M
Phillips Financial Management, LLC 0.23% Reduce -42.2% 42,901 $3.4M
Guardian Asset Advisors, LLC 1.83% Add +24.0% 42,603 $3.4M
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5.07% New 42,600 $3.4M
Vestmark Advisory Solutions, Inc. 0.06% Add +404.8% 42,218 $3.4M
Linscomb Wealth, Inc. 0.14% Reduce -4.4% 41,932 $3.4M
Sykon Capital LLC 1.12% Reduce -7.7% 41,864 $3.3M
Sterling Financial Planning, Inc. 1.05% Add +16.7% 41,805 $3.3M
Compass Ion Advisors, LLC 0.32% Reduce -2.4% 41,677 $3.3M
Clifford Swan Investment Counsel LLC 0.11% Reduce -30.6% 41,537 $3.3M
First Horizon Corp. 0.16% — 41,277 $3.3M
Intelligent Financial Strategies 1.59% New 40,986 $3.3M
Diversified Portfolios, Inc. 0.29% Reduce -0.2% 40,895 $3.3M
Brucke Financial, Inc. 1.91% Add +20.7% 40,838 $3.3M
Vicus Capital 0.25% Reduce -9.3% 40,733 $3.3M
Simon Quick Advisors, LLC 0.15% Add +27.6% 40,361 $3.2M
Fagan Associates, Inc. 0.44% Reduce -1.6% 40,290 $3.2M
Forza Wealth Management, LLC 1.23% Reduce -6.3% 40,271 $3.2M
Concurrent Investment Advisors, LLC 0.06% Add +17.5% 40,111 $3.2M
Equity Investment Corp. 0.07% Add +0.8% 39,286 $3.1M
Argent Trust Co 0.11% Add +102.7% 39,164 $3.1M
Peapack Gladstone Financial Corp. 0.04% Add +1.9% 38,678 $3.1M
Chicago Partners Investment Group LLC 0.08% Add +9.3% 38,529 $3.1M
Silver Oak Wealth Advisors Services, LLC 2.03% Reduce -10.1% 38,574 $3.1M
Advisory Research Inc. 0.40% Add +48.8% 38,557 $3.1M
MidAtlantic Capital Management, Inc. 2.09% Reduce -3.4% 38,312 $3.1M
Capasso Planning Partners LLC 1.90% Reduce -4.5% 38,204 $3.1M
Redmont Wealth Advisors LLC 4.25% No change 38,183 $3.1M
Rockwood Wealth Management, LLC 0.24% Reduce -1.7% 38,130 $3.0M
Strategent Financial, LLC 2.17% Add +24.4% 37,958 $3.0M
U.S. Capital Wealth Advisors, LLC 0.08% Add +11.5% 37,929 $3.0M
Axos Invest Inc. 2.27% Reduce -7.7% 37,878 $3.0M
Wedmont Private Capital 0.11% Add +1.3% 37,793 $3.0M
Ibex Wealth Advisors 0.29% Add +5.7% 37,567 $3.0M
Guardian Wealth Management, Inc. 1.77% Add +18.3% 37,547 $3.0M
Cedar Point Capital Partners, LLC 1.97% Add +1.5% 37,535 $3.0M
Central Pacific Bank - Trust Division 0.38% Add +5.9% 37,495 $3.0M
Capital Advisory Group Advisory Services, LLC 0.93% Add +13.4% 37,426 $3.0M
Headinvest, LLC 0.61% Reduce -4.6% 37,072 $3.0M
TruWealth Advisors, LLC 0.15% Add +11.6% 37,006 $3.0M
Valley Financial Group, Inc. 1.68% Reduce -5.6% 36,978 $3.0M
Coston, McIsaac & Partners 0.70% Add +10.4% 36,969 $3.0M
Greenspring Advisors, LLC 0.52% — 36,924 $3.0M
Avant Financial Advisors LLC 2.22% Add +1.3% 36,906 $2.9M
Clearwater Capital Advisors, LLC 0.24% Reduce -0.6% 35,948 $2.9M
Agate Pass Investment Management, LLC 1.09% Add +7.3% 35,900 $2.9M
Ramsay, Stattman, Vela & Price, Inc. 0.51% Add +2.9% 35,432 $2.8M
Novak & Powell Financial Services, Inc. 1.48% Add +172.7% 35,162 $2.8M
J.Safra Asset Management Corp 0.17% Add +10.1% 35,033 $2.8M
Atlanta Consulting Group Advisors, LLC 0.68% New 34,820 $2.8M
Rathbones Group PLC 0.01% Add +2.0% 34,726 $2.8M
Avidian Wealth Enterprises, LLC 0.10% Add +2.5% 34,668 $2.8M
XY Planning Network, Inc. 0.94% No change 34,586 $2.7M
James Investment Research, Inc. 0.30% Reduce -2.0% 34,238 $2.7M
Advisory Services Network, LLC 0.04% Reduce -8.6% 34,039 $2.7M
Cloud Capital Management, LLC 1.43% Reduce -0.1% 33,876 $2.7M
Foster Group, Inc. 0.08% Add +30.4% 33,859 $2.7M
Plum Street Advisors, LLC 1.04% Add +85.3% 33,802 $2.7M
Stephen J. Garry & Associates, LLC 2.15% Reduce -5.9% 33,674 $2.7M
Modus Advisors, LLC 0.73% Add +0.8% 33,456 $2.7M
Continuum Advisory, LLC 0.28% Add +2.8% 33,289 $2.7M
Avior Wealth Management, LLC 0.09% Add +2.1% 33,163 $2.7M
Insight Wealth Partners, LLC 1.15% Add +25.7% 32,614 $2.6M
McDonough Capital Management, Inc 1.31% Add +1247.4% 32,580 $2.6M
Sims Investment Management, LLC 0.93% Add +17.0% 32,149 $2.6M
Walkner Condon Financial Advisors LLC 0.41% Add +0.0% 32,085 $2.6M
Verus Wealth Management, LLC 2.39% Add +4.4% 31,980 $2.6M
Sheets Smith Wealth Management 0.29% Reduce -32.0% 31,851 $2.5M
Northeast Financial Group, Inc. 0.63% Add +6.0% 31,746 $2.5M
Ancora Advisors LLC 0.05% Reduce -7.9% 31,702 $2.5M
Consilio Wealth Advisors, LLC 0.83% Add +0.5% 31,562 $2.5M
Fiduciary Trust Co 0.03% Reduce -4.7% 31,354 $2.5M
Pinnacle Wealth Planning Services, Inc. 0.29% Add +103.5% 31,263 $2.5M
Eagle Global Advisors LLC 0.10% No change 31,083 $2.5M
Manning & Napier Advisors LLC 0.03% Add +30.8% 30,999 $2.5M
Rwa Wealth Partners, LLC 0.03% Add +0.8% 30,921 $2.5M
4WEALTH Advisors, Inc. 2.28% Add +8.1% 30,819 $2.5M
Five Pine Wealth Management 1.66% Add +1.6% 30,680 $2.5M
Jacobi Capital Management LLC 0.15% Add +0.3% 30,672 $2.5M
Visionary Wealth Advisors 0.11% Add +11.8% 30,587 $2.4M
Marshall & Sterling Wealth Advisors Inc. 1.56% Reduce -1.4% 30,434 $2.4M
Independent Advisor Alliance 0.06% Add +20.4% 30,207 $2.4M
Insight Inv LLC 1.42% Reduce -4.7% 30,192 $2.4M
Topsail Wealth Management, LLC 0.41% Add +11.3% 29,937 $2.4M
Flagship Harbor Advisors, LLC 0.10% Add +5.4% 29,935 $2.4M
Transcendent Capital Group LLC 1.07% Add +29.6% 29,933 $2.4M
D.B. Root & Company, LLC 0.60% Reduce -0.3% 29,767 $2.4M
Wesbanco Bank Inc. 0.07% Add +284.0% 29,762 $2.4M
Savvy Advisors, Inc. 0.11% Add +0.8% 29,749 $2.4M
Trinity Financial Advisors LLC 0.69% Add +2.6% 29,723 $2.4M
Stonehage Fleming Financial Services Holdings Ltd 0.07% Add +160.1% 29,707 $2.4M
Sowell Financial Services LLC 0.09% Add +6.3% 29,675 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.6% 29,487 $2.4M
Insigneo Advisory Services, LLC 0.17% Add +9.9% 29,478 $2.4M
HB Wealth Management, LLC 0.02% Reduce -19.5% 29,121 $2.3M
Braun-Bostich & Associates Inc. 1.46% Add +4.5% 29,074 $2.3M
North Forty Two & Co. 2.27% Add +0.7% 29,071 $2.3M
Mutual Advisors, LLC 0.05% Add +2.8% 28,687 $2.3M
Regions Financial Corp. 0.01% Reduce -2.1% 28,537 $2.3M
Roberts Glore & Co. Inc. 0.62% Reduce -2.6% 28,507 $2.3M
Meridian Financial Advisors, LLC 1.28% Add +21.2% 28,453 $2.3M
Martin Capital Advisors, LLP 1.37% No change 28,370 $2.3M
Aua Capital Management, LLC 1.27% Reduce -0.2% 28,315 $2.3M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +29.0% 28,288 $2.3M
Cadence Bank 0.14% Add +33.5% 28,277 $2.3M
Sheets Smith Investment Management 1.45% Reduce -72.3% 28,038 $2.2M
Sagace Wealth Management LLC 1.52% Reduce -58.0% 27,959 $2.2M
Strategic Blueprint, LLC 0.10% Add +2.7% 27,766 $2.2M
Wilmington Savings Fund Society, FSB 0.05% Reduce -14.5% 27,620 $2.2M
Berkshire Asset Management LLC 0.09% Add +6.3% 27,581 $2.2M
Capital Investment Advisors, LLC 0.04% Reduce -5.6% 27,419 $2.2M
Kuhn & Co Investment Counsel 1.72% Add +58.8% 27,177 $2.2M
Spire Wealth Management 0.07% Add +5.0% 27,055 $2.2M
Narus Financial Partners, LLC 0.59% Reduce -9.6% 26,974 $2.2M
LifeWealth Investments, LLC 0.71% Add +3.3% 26,802 $2.1M
Jacobson & Schmitt Advisors, LLC 0.37% Add +76.8% 26,677 $2.1M
Schroder Investment Management Group 0.00% Reduce -44.6% 26,682 $2.1M
Rosenberg Matthew Hamilton 0.46% Add +2.8% 26,555 $2.1M
Steinberganna Wealth Management 1.00% — 26,539 $2.1M
ETF Store, Inc. 2.24% Add +6.9% 26,475 $2.1M
First Hawaiian Bank 0.27% Add +180.6% 26,458 $2.1M
Snowden Capital Advisors LLC 0.06% Reduce -2.9% 26,106 $2.1M
Chemistry Wealth Management LLC 0.40% Reduce -6.4% 26,102 $2.1M
Investment Advisory Group, LLC 0.56% Add +12.1% 25,607 $2.0M
Chesapeake Capital Corp. 1.83% — 25,526 $2.0M
Blair William & Co. 0.01% Reduce -16.6% 25,456 $2.0M
Tidal Investments LLC 0.01% No change 25,539 $2.0M
Arete Wealth Advisors, LLC 0.13% Add +16.2% 25,439 $2.0M
Carr Financial Group Corp 0.56% Add +0.7% 25,393 $2.0M
TD Waterhouse Canada Inc. 0.01% Add +8.1% 25,026 $2.0M
Gladstone Institutional Advisory LLC 0.08% Reduce -0.1% 24,900 $2.0M
Compass Financial Group, Inc. 0.89% Reduce -30.1% 24,783 $2.0M
Accurate Wealth Management, LLC 0.26% Add +12.2% 24,767 $2.0M
Mayflower Financial Advisors, LLC 0.25% Add +3.5% 24,504 $2.0M
Essex Financial Services, Inc. 0.12% Reduce -4.7% 24,208 $1.9M
Pacific Capital Wealth Advisors, Inc. 0.33% New 24,064 $1.9M
Brass Tax Wealth Management, Inc. 0.32% Add +1.2% 24,047 $1.9M
Cumberland Partners Ltd 0.13% Reduce -3.2% 24,000 $1.9M
Quadrature Capital Ltd 0.02% New 23,896 $1.9M
MBE Wealth Management, LLC 0.82% Reduce -0.1% 23,805 $1.9M
CGN Advisors LLC 0.16% Add +4.9% 23,796 $1.9M
Stonekeep Investments, LLC 1.19% Add +0.9% 23,561 $1.9M
Aries Wealth Management 0.44% No change 23,247 $1.9M
Citizens Financial Group Inc. 0.03% Reduce -11.9% 23,185 $1.9M
J.W. Cole Advisors, Inc. 0.04% Reduce -6.8% 22,998 $1.8M
A. D. Beadell Investment Counsel, Inc. 1.25% Reduce -1.4% 23,006 $1.8M
US Bancorp \de 0.00% Add +1.1% 22,982 $1.8M
Cutler Investment Counsel LLC 0.19% Reduce -1.4% 22,912 $1.8M
Gordian Advisors LLC 1.23% Add +1.5% 22,899 $1.8M
Alta Wealth Advisors LLC 0.65% Add +0.0% 22,854 $1.8M
Level Wealth Management LLC 0.95% Reduce -0.1% 22,553 $1.8M
Wealthcare Advisory Partners LLC 0.04% Add +20.4% 22,307 $1.8M
Allianz Asset Management GmbH 0.00% No change 22,300 $1.8M
Hexagon Capital Partners LLC 0.35% Add +9.1% 22,135 $1.8M
Christensen, King & Associates Investment Services, Inc. 0.76% Reduce -3.0% 22,030 $1.8M
CVA Family Office, LLC 0.23% Add +1.0% 21,890 $1.7M
Choate Investment Advisors 0.04% New 21,835 $1.7M
SageView Advisory Group, LLC 0.06% Add +9.8% 21,797 $1.7M
GM Advisory Group, LLC 0.07% Reduce -3.5% 21,768 $1.7M
Coldstream Capital Management Inc. 0.02% Add +58.0% 21,621 $1.7M
Summit Wealth Partners, LLC 0.31% Reduce -0.2% 21,295 $1.7M
Kovack Advisors, Inc. 0.16% Reduce -9.4% 21,251 $1.7M
SCS Capital Management LLC 0.02% No change 21,234 $1.7M
Clear Point Advisors Inc. 1.28% Add +37.2% 20,621 $1.6M
Bakala Capital LLC 8.77% Add +4.3% 20,321 $1.6M
PKS Advisory Services, LLC 0.37% Reduce -30.6% 20,118 $1.6M
New England Private Wealth Advisors LLC 0.21% Add +0.7% 20,089 $1.6M
MMBG Investment Advisors Co. 0.14% No change 19,903 $1.6M
Lowe Brockenbrough & Co. Inc. 0.08% Add +11.7% 19,793 $1.6M
AXS Investments LLC 0.50% Reduce -13.7% 19,781 $1.6M
Berkeley Capital Partners, LLC 0.37% Add +1.1% 19,612 $1.6M
Great Diamond Partners, LLC 0.30% Add +4.7% 19,600 $1.6M
Long Island Wealth Management, Inc. 0.76% Add +11.8% 19,580 $1.6M
Voisard Asset Management Group, Inc. 0.36% Add +5.6% 19,445 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Add +6.5% 19,378 $1.5M
Washington Trust Advisors, Inc. 0.12% Reduce -8.6% 19,374 $1.5M
Twin Focus Capital Partners, LLC 0.20% No change 19,263 $1.5M
Brandywine Oak Private Wealth LLC 0.13% Reduce -95.7% 19,248 $1.5M
Wells Trecaso Financial Group, LLC 0.73% Reduce -2.7% 19,128 $1.5M
Powell Investment Advisors, LLC 0.53% No change 19,085 $1.5M
Rede Wealth, LLC 1.20% New 19,057 $1.5M
Eagle Bay Advisors LLC 1.20% Reduce -8.1% 19,057 $1.5M
Sonata Capital Group Inc. 0.56% Reduce -0.8% 18,978 $1.5M
Ironwood Investment Counsel, LLC 0.22% Reduce -0.8% 18,955 $1.5M
BHK Investment Advisors, LLC 0.56% No change 18,894 $1.5M
Naples Global Advisors, LLC 0.12% Reduce -2.3% 18,892 $1.5M
Clarity Capital Advisors, LLC 0.82% Add +10.0% 18,796 $1.5M
Stockman Wealth Management, Inc. 0.19% Reduce -2.2% 18,775 $1.5M
Barclays PLC 0.00% No change 18,761 $1.5M
Round Rock Advisors LLC 0.24% Add +0.5% 18,641 $1.5M
First County Bank 0.76% No change 18,635 $1.5M
Chatham Capital Group, Inc. 0.21% Reduce -21.6% 18,617 $1.5M
Vontobel Holding Ltd. 0.00% Reduce -1.1% 18,537 $1.5M
Pitcairn Co. 0.12% No change 18,536 $1.5M
PDS Planning, Inc 0.10% Add +9.8% 18,356 $1.5M
Cypress Capital, LLC 0.42% Add +0.1% 18,318 $1.5M
Friedenthal Financial 0.76% Reduce -74.1% 18,310 $1.5M
Ramiah Investment Group 1.29% Add +10.9% 18,240 $1.5M
Beaumont Financial Advisors, LLC 0.10% Add +4.3% 18,205 $1.5M
Lido Advisors, LLC 0.01% Reduce -1.9% 18,158 $1.5M
Brookstone Capital Management 0.02% Add +47.7% 17,946 $1.4M
Washington Capital Management, Inc. 1.02% Reduce -1.8% 17,925 $1.4M
Brown, Lisle/Cummings, Inc. 0.37% Add +1.0% 17,905 $1.4M
Berkshire Money Management, Inc. 0.15% Reduce -1.3% 17,768 $1.4M
Fortis Capital Management LLC 0.20% Add +0.5% 17,746 $1.4M
Ellis Investment Partners, LLC 0.25% Reduce -1.9% 17,635 $1.4M
Independence Bank of Kentucky 0.18% Reduce -1.4% 17,635 $1.4M
Woodmont Investment Counsel LLC 0.09% Add +1.5% 17,527 $1.4M
Valley Wealth Managers, Inc. 0.09% Reduce -6.8% 17,488 $1.4M
BridgePort Financial Solutions, LLC 0.37% Add +6.2% 17,443 $1.4M
Cambridge Advisors Inc. 0.27% Reduce -4.2% 17,204 $1.4M
MFA Wealth Services 0.95% Add +8.4% 17,134 $1.4M
Elite Financial, Inc. 0.63% Reduce -5.5% 17,190 $1.4M
Retirement Investment Advisors, Inc. 0.11% No change 17,065 $1.4M
Midwest Trust Co 0.02% Reduce -3.4% 17,035 $1.4M
Krilogy Financial LLC 0.05% Add +23.7% 17,004 $1.4M
Exchange Bank 0.93% Add +3.8% 16,853 $1.3M
Transatlantique Private Wealth LLC 0.44% Add +18.3% 16,786 $1.3M
Scott Capital Advisors, LLC 0.30% Add +4.8% 16,691 $1.3M
HTG Investment Advisors, Inc. 0.44% New 16,443 $1.3M
Clarity Wealth Development LLC 1.19% Add +10.4% 16,400 $1.3M
Kelman-Lazarov, Inc. 0.19% Reduce -5.8% 16,440 $1.3M
Rehmann Capital Advisory Group 0.07% Add +0.9% 16,383 $1.3M
Brown Advisory Inc. 0.00% Add +139.1% 16,282 $1.3M
Octavia Wealth Advisors, LLC 0.13% Add +8.1% 16,267 $1.3M
Verus Capital Partners, LLC 0.10% Reduce -3.8% 16,116 $1.3M
Nabity-Jensen Investment Management Inc 0.89% Reduce -2.5% 16,053 $1.3M
Simplicity Wealth,LLC 0.07% Reduce -36.1% 16,043 $1.3M
Sovereign Investment Advisors, LLC 0.35% No change 16,028 $1.3M
YHB Investment Advisors, Inc. 0.09% Reduce -2.4% 16,001 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -4.1% 15,985 $1.3M
SteelPeak Wealth, LLC 0.04% New 15,916 $1.3M
IHT Wealth Management, LLC 0.03% Reduce -12.6% 15,897 $1.3M
Axis Wealth Partners, LLC 0.74% Add +5.5% 15,897 $1.3M
Cullen/Frost Bankers, Inc. 0.01% Add +1815.2% 15,762 $1.3M
Curi Capital, LLC 0.02% Add +0.5% 15,558 $1.2M
Stelac Advisory Services LLC 0.43% Add +48.9% 15,501 $1.2M
Aegis Wealth Management LLC 0.66% Add +16.8% 15,484 $1.2M
Cambridge Financial Group, LLC 0.39% New 15,282 $1.2M
Hilltop Holdings Inc. 0.06% Reduce -10.2% 15,148 $1.2M
N.E.W. Advisory Services LLC 0.11% Add +4.6% 15,092 $1.2M
Chilton Capital Management LLC 0.04% Reduce -2.3% 15,074 $1.2M
IFG Advisors, LLC 0.20% Add +66.8% 15,033 $1.2M
Bfsg, LLC 0.11% Add +3.8% 14,818 $1.2M
Northern Trust Corp. 0.00% Add +4.1% 14,806 $1.2M
New Insight Wealth Advisors 0.44% Add +3.2% 14,720 $1.2M
Creekside Partners 0.52% Reduce -4.3% 14,670 $1.2M
Pinnacle Bancorp, Inc. 0.35% Reduce -1.1% 14,656 $1.2M
Tillman Hartley LLC 0.30% No change 14,649 $1.2M
Curio Wealth, LLC 0.48% Reduce -0.8% 14,630 $1.2M
Algorithmic Investment Models, LLC 0.77% Reduce -6.0% 14,561 $1.2M
Wulff, Hansen & Co. 1.00% Reduce -4.4% 14,537 $1.2M
Strategic Investment Solutions, Inc. 0.31% Reduce -14.0% 14,533 $1.2M
First Trust Advisors LP 0.00% Reduce -24.9% 14,518 $1.2M
FMR LLC 0.00% Add +1.2% 14,485 $1.2M
National Bank of Canada 0.00% Reduce -97.0% 14,455 $1.2M
Mosaic Financial Group, LLC 0.82% No change 14,401 $1.2M
American National Bank & Trust 0.11% Add +16.1% 14,365 $1.1M
Manhattan West Asset Management, LLC 0.24% Add +2.9% 14,245 $1.1M
Clearstead Advisors, LLC 0.02% Add +10.1% 14,235 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -2.8% 14,055 $1.1M
Pinnacle Associates Ltd. 0.01% Add +0.4% 14,039 $1.1M
Consolidated Portfolio Review Corp 0.14% Add +9.4% 13,936 $1.1M
Mezzasalma Advisors, LLC 0.28% Reduce -0.5% 13,915 $1.1M
Caliber Wealth Management, LLC / KS 0.12% Add +0.7% 13,839 $1.1M
Cambria Investment Management, L.P. 0.07% No change 13,839 $1.1M
RoundAngle Advisors LLC 0.85% Add +0.3% 13,786 $1.1M
Boreal Capital Management LLC 1.05% Reduce -21.6% 13,642 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +9.0% 13,617 $1.1M
VERITY Wealth Advisors 0.69% Add +0.3% 13,571 $1.1M
Altus Wealth Group LLC 0.44% Reduce -3.9% 13,422 $1.1M
Peregrine Asset Advisers, Inc. 0.32% Reduce -0.2% 13,421 $1.1M
Red Cedar Investment Management, LLC 0.13% No change 13,399 $1.1M
Quartz Partners, LLC 0.39% Add +0.6% 13,387 $1.1M
Summit Global Investments 0.06% Reduce -0.7% 13,328 $1.1M
AlTi Global, Inc. 0.02% No change 13,240 $1.1M
Grandview Asset Management LLC 0.30% Reduce -2.5% 13,178 $1.1M
Geneos Wealth Management Inc. 0.03% Add +0.8% 13,164 $1.1M
Calton & Associates, Inc. 0.16% Add +13.3% 13,155 $1.1M
Alteri Wealth LLC 0.36% Add +18.4% 13,135 $1.0M
Westmount Partners, LLC 0.27% Add +4.1% 13,140 $1.0M
Garden State Investment Advisory Services LLC 0.26% Reduce -4.2% 13,019 $1.0M
Jackson Hole Capital Partners, LLC 0.18% No change 12,983 $1.0M
Sage Capital Advisors,llc 0.25% Add +0.0% 12,928 $1.0M
Power Wealth Management LLC 0.37% Add +1.9% 12,751 $1.0M
Motiv8 Investments LLC 0.54% Add +30.8% 12,724 $1.0M
LifePlan Financial, LLC 0.81% Reduce -2.6% 12,716 $1.0M
Nomura Asset Management Co. Ltd. 0.00% Reduce -7.3% 12,700 $1.0M
Sovereign Financial Group, Inc. 0.19% Reduce -0.4% 12,664 $1.0M
GeoWealth Management, LLC 0.04% Reduce -9.1% 12,649 $1.0M
National Philanthropic Trust 0.01% No change 12,609 $1.0M
GTS Securities LLC 0.04% Add +186.4% 12,427 $993K
Loudon Investment Management, LLC 0.52% Add +1.9% 12,317 $984K
Atlas Brown,Inc. 0.29% Reduce -1.0% 12,263 $980K
Shayne & Jacobs, LLC 0.30% Reduce -1.0% 12,200 $975K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +0.2% 12,182 $974K
TRUE Private Wealth Advisors 0.10% Add +44.8% 12,178 $973K
L. Roy Papp & Associates, LLP 0.11% Reduce -3.1% 12,167 $973K
Capital Asset Advisory Services LLC 0.04% Reduce -3.4% 12,115 $968K
Chapin Davis, Inc. 0.24% Add +4.9% 12,041 $962K
HT Partners LLC 0.29% Reduce -1.9% 11,954 $955K
Liberty Square Wealth Partners LLC 0.29% Reduce -4.9% 11,920 $953K
Pekin Hardy Strauss, Inc. 0.10% Reduce -3.4% 11,907 $952K
Obermeyer Wealth Partners 0.04% Reduce -90.8% 11,838 $946K
Hidden Cove Wealth Management, LLC 0.62% Add +19.1% 11,791 $942K
Thrive Capital Management, LLC 0.24% Add +241.1% 11,790 $942K
Shelter Mutual Insurance Co 0.21% No change 11,762 $940K
Advisory Alpha, LLC 0.03% Reduce -1.8% 11,762 $939K
First Commonwealth Financial Corp 0.16% New 11,731 $938K
Novem Group 0.11% Reduce -1.7% 11,609 $928K
Frank, Rimerman Advisors LLC 0.06% Add +7.8% 11,574 $925K
Ridgeline Wealth Planning, LLC 0.69% Add +4.1% 11,554 $924K
Meredith Wealth Planning 0.29% Reduce -1.3% 11,542 $923K
Armstrong Advisory Group, Inc. 0.06% Add +3.0% 11,425 $913K
City State Bank 0.26% Add +5.8% 11,415 $912K
Northstar Financial Companies, Inc. 0.84% Add +19.8% 11,403 $911K
Orin Green Financial, LLC 0.36% Reduce -6.2% 11,336 $906K
StoneX Group Inc. 0.04% Reduce -0.6% 11,243 $899K
Fiducient Advisors LLC 0.10% Reduce -85.0% 11,220 $897K
Leuthold Group, LLC 0.10% Reduce -39.8% 11,155 $892K
HHM Wealth Advisors, LLC 0.10% Reduce -11.1% 11,102 $887K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -51.3% 11,093 $887K
Ariadne Wealth Management, LP 0.40% Add +44.6% 11,112 $885K
Cascades Capital Asset Management, LLC 0.40% Add +39.9% 11,068 $885K
Prevail Innovative Wealth Advisors, LLC 0.17% Add +53.6% 11,027 $881K
Empirical Asset Management, LLC 0.24% Add +3.3% 10,943 $875K
Compound Planning, Inc. 0.03% Add +9.8% 10,918 $873K
Ritholtz Wealth Management 0.02% Add +3.1% 10,913 $872K
Whittier Trust Co. of Nevada Inc. 0.02% No change 10,936 $872K
Apollon Wealth Management, LLC 0.02% Reduce -10.6% 10,911 $872K
Pettyjohn, Wood & White, Inc. 0.14% No change 10,803 $863K
Cooper Financial Group 0.10% Reduce -7.8% 10,781 $862K
Independence Asset Advisors, LLC 0.36% Reduce -22.8% 10,720 $857K
Pallas Capital Advisors LLC 0.03% No change 10,665 $852K
Sax Wealth Advisors, LLC 0.05% Add +7.3% 10,640 $850K
Prepared Retirement Institute LLC 0.44% Add +8.5% 10,626 $849K
Trivium Point Advisory, LLC 0.09% Add +13.0% 10,604 $848K
Kraft, Davis & Associates, LLC 0.21% Add +169.1% 10,627 $847K
Level Four Advisory Services, LLC 0.03% Add +2.2% 10,598 $847K
Cresset Asset Management, LLC 0.00% Add +3.3% 10,583 $846K
Burling Wealth Partners, LLC 0.14% New 10,515 $840K
IPG Investment Advisors LLC 0.15% No change 10,400 $831K
Houlihan Financial Resource Group, Ltd. 0.73% Reduce -41.5% 10,359 $828K
Winch Advisory Services, LLC 0.19% Add +0.9% 10,328 $826K
Petra Financial Advisors Inc. 0.48% Add +0.1% 10,211 $816K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% No change 10,200 $815K
REDW Wealth LLC 0.31% Reduce -8.9% 10,199 $815K
Essex Bank 0.18% Add +5.3% 10,196 $815K
Mission Creek Capital Partners, Inc. 0.16% Reduce -5.7% 10,186 $814K
SkyOak Wealth, LLC 0.15% Reduce -2.1% 10,186 $814K
CENTRAL TRUST Co 0.02% Add +1.9% 10,160 $812K
GDS Wealth Management 0.05% Reduce -9.4% 10,152 $811K
Cibc World Market Inc. 0.00% Add +12.1% 10,149 $811K
Wealth Effects LLC 0.26% No change 10,118 $809K
Pillar Financial Advisors, LLC 0.51% Reduce -3.6% 10,113 $808K
Ieq Capital, LLC 0.00% Reduce -15.1% 10,076 $805K
Crabel Capital Management, LLC 0.72% Reduce -45.2% 10,075 $805K
Nwam LLC 0.04% Reduce -4.0% 10,013 $801K
Palisade Capital Management, LP 0.02% New 10,000 $799K
WoodTrust Financial Corp 0.10% New 9,998 $799K
Ameritas Advisory Services, LLC 0.05% Reduce -72.4% 9,939 $794K
Brooks, Moore & Associates, Inc. 0.40% Reduce -51.6% 10,806 $794K
Zuckerman Investment Group, LLC 0.07% Add +2.7% 9,872 $789K
Gridiron Partners, LLC 0.45% Add +334.2% 46,788 $789K
Wharton Business Group, LLC 0.03% Add +11.4% 9,850 $787K
Rothschild Capital Partners, LLC 0.19% Add +20.1% 9,802 $783K
V2 Financial group LLC 0.43% Reduce -0.1% 9,707 $776K
Integrated Wealth Concepts LLC 0.01% Reduce -86.9% 9,640 $771K
ProVise Management Group, LLC 0.06% Reduce -9.1% 9,619 $769K
Bare Financial Services, Inc 0.23% Add +1.5% 9,573 $765K
Warren Street Wealth Advisors, LLC 0.23% New 9,528 $762K
Summa Corp. 0.33% No change 9,500 $759K
Eastern Bank 0.01% No change 9,490 $759K
Western Wealth Management, LLC 0.04% Reduce -2.3% 9,455 $756K
Elevation Point Wealth Partners, LLC 0.05% New 9,437 $754K
Norris Financial Group, LLC 0.27% No change 9,375 $749K
Evanson Asset Management, LLC 0.04% New 9,328 $746K
Claris Financial LLC 0.42% Add +38.6% 9,293 $743K
Caitlin John, LLC 0.52% No change 9,263 $740K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -0.7% 9,261 $740K
Wedbush Securities Inc. 0.02% Reduce -58.2% 9,193 $735K
Capstone Wealth Management Group, LLC 0.31% New 9,188 $734K
Vantage Financial Partners, LLC 0.15% Reduce -17.4% 9,181 $734K
Orcam Financial Group 0.59% Reduce -1.2% 9,132 $730K
Independent Financial Group, LLC 0.02% Reduce -21.4% 9,083 $726K
Integrated Investment Consultants, LLC 0.12% No change 9,078 $726K
WFA of San Diego, LLC 0.49% Reduce -4.9% 8,960 $716K
Private Trust Co. NA 0.06% Reduce -17.5% 8,836 $706K
FC Advisory LLC 0.21% Add +0.6% 8,772 $701K
Advisors Asset Management, Inc. 0.01% Reduce -14.7% 8,771 $701K
Arkadios Wealth Advisors 0.02% Add +125.0% 8,763 $700K
Anb Bank 0.28% Reduce -0.7% 8,735 $698K
Pathstone Holdings, LLC 0.00% Reduce -57.3% 8,698 $695K
F/m Investments LLC 0.03% No change 8,671 $693K
Mitchell Sinkler & Starr 0.31% Reduce -29.8% 8,655 $692K
Murphy & Mullick Capital Management Corp 0.51% Reduce -1.1% 8,594 $687K
Baker Avenue Asset Management, LP 0.02% No change 8,584 $686K
Bank of New Hampshire 0.16% Add +35.7% 8,580 $686K
Institute for Wealth Management, LLC. 0.07% Add +0.7% 8,579 $686K
Private Client Services, LLC 0.23% Add +3.5% 8,576 $685K
Centurion Wealth Management LLC 0.16% Reduce -1.6% 8,573 $685K
Atwood & Palmer Inc. 0.04% No change 8,500 $679K
First Manhattan Co. Llc. 0.00% Add +27.0% 8,449 $675K
Heritage Trust Co 0.07% No change 8,413 $672K
Winthrop Capital Management, LLC 0.16% Add +0.6% 8,381 $670K
Woodside Wealth Management LLC 0.53% No change 8,337 $666K
Bulwark Capital Corp 0.52% Reduce -51.8% 8,322 $665K
First Interstate Bank 0.04% Reduce -24.0% 8,322 $665K
Virtue Capital Management, LLC 0.11% Reduce -76.3% 12,249 $664K
Hunter Associates Investment Management LLC 0.09% No change 8,247 $659K
Duncker Streett & Co. Inc. 0.11% Reduce -0.9% 8,220 $657K
Barrett & Company, Inc. 0.22% Add +0.2% 8,188 $654K
Garde Capital, Inc. 0.03% Reduce -25.3% 8,148 $651K
Stratos Wealth Advisors, LLC 0.03% Reduce -4.4% 8,128 $650K
Iams Wealth Management, LLC 0.26% Add +70.2% 8,121 $649K
Beacon Bridge Wealth Partners, LLC 0.23% No change 8,092 $647K
Cypress Wealth Services, LLC 0.11% Reduce -0.7% 8,085 $646K
Berger Financial Group, Inc 0.04% Add +1.0% 8,081 $646K
Balboa Wealth Partners 0.11% Reduce -51.4% 8,021 $641K
Pines Wealth Management, LLC 0.22% Add +10.0% 8,017 $641K
Tortoise Investment Management, LLC 0.06% Reduce -16.2% 7,995 $639K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -26.3% 7,975 $637K
Advisor OS, LLC 0.05% Reduce -6.6% 7,900 $631K
Keener Financial Planning LLC 0.29% Add +5.0% 7,890 $630K
Rosenblum Silverman Sutton S F Inc. 0.14% No change 7,880 $630K
Kelleher Financial Advisors 0.16% New 7,850 $627K
Freestone Capital Holdings, LLC 0.02% Add +1.9% 7,788 $622K
C M Bidwell & Associates Ltd. 0.30% Add +0.5% 7,773 $621K
Banque Pictet & Cie SA 0.01% No change 7,731 $618K
Discipline Wealth Solutions, LLC 0.16% Add +175.3% 7,728 $618K
WJ Financial Advisors LLC 0.60% — 7,713 $617K
ArchPoint Investors 0.17% No change 7,700 $615K
FDx Advisors, Inc. 0.18% Reduce -2.9% 7,694 $615K
Legacy Advisory Services, LLC 0.46% Add +3.0% 7,602 $608K
Weaver Consulting Group 0.15% Add +0.1% 7,556 $604K
Arcadia Investment Management Corp. 0.09% No change 7,437 $594K
RFG - Bristol Wealth Advisors, LLC 0.17% Reduce -91.3% 7,429 $594K
JFS Wealth Advisors, LLC 0.03% No change 7,360 $588K
Hancock Whitney Corp. 0.01% Reduce -66.2% 7,352 $588K
Chicago Capital, LLC 0.01% No change 7,319 $585K
Wallington Asset Management, LLC 0.08% Add +0.1% 7,255 $580K
Advyzon Investment Management, LLC 0.10% Add +8.2% 7,250 $579K
Coordinated Financial Services, Inc. 0.38% Add +0.9% 7,220 $577K
GAMMA Investing LLC 0.03% Add +7.8% 7,131 $570K
PFG Advisors 0.02% Reduce -0.1% 7,087 $566K
Tilia Fiduciary Partners, Inc. 0.32% Reduce -16.2% 7,022 $561K
Lawson Kroeker Investment Management Inc. 0.10% Reduce -4.3% 7,018 $561K
Capital Insight Partners, LLC 0.09% Reduce -35.4% 7,007 $560K
Everstar Asset Management, LLC 0.32% No change 6,955 $556K
Sandy Cove Advisors, LLC 0.18% Add +26.2% 6,948 $555K
Essential Planning, LLC. 0.19% Reduce -11.6% 6,911 $552K
Csenge Advisory Group 0.03% Add +14.6% 6,871 $549K
Q3 Asset Management 0.19% Reduce -80.2% 6,851 $547K
Conservest Capital Advisors, Inc. 0.05% Add +1.9% 6,746 $539K
Fourth Dimension Wealth, LLC 0.20% Reduce -4.8% 6,721 $537K
Wealthcare Capital Partners, LLC 0.25% Add +77.2% 6,712 $536K
Princeton Capital Management LLC 0.14% Add +7.9% 6,682 $534K
LaFleur & Godfrey LLC 0.06% Reduce -12.4% 6,675 $534K
WealthCollab, LLC 0.24% No change 6,638 $531K
Compass Financial Group, INC 0.08% Reduce -13.3% 6,637 $530K
Southeast Asset Advisors, LLC 0.06% Add +1.1% 6,631 $530K
Stonebridge Financial Planning Group, LLC 0.20% Add +12.0% 6,620 $529K
First International Bank of Israel Ltd. 0.30% Add +13.6% 6,598 $527K
Lansing Street Advisors 0.14% Add +1.1% 6,556 $524K
FWG Holdings, LLC 0.23% Reduce -3.4% 6,549 $524K
Uncommon Cents Investing LLC 0.13% Add +3.1% 6,545 $523K
Court Place Advisors, LLC 0.16% No change 6,516 $521K
Pictet North America Advisors SA 0.05% Reduce -4.8% 6,480 $518K
Blake Schutter Theil Wealth Advisors, LLC 0.51% Add +0.3% 6,466 $517K
Willow Creek Wealth Management Inc. 0.04% Add +63.2% 6,379 $510K
APS Management Group, Inc. 0.45% — 6,360 $508K
Orrstown Financial Services Inc. 0.09% Add +12.7% 6,349 $507K
Bragg Financial Advisors, Inc 0.02% Add +2.3% 6,284 $502K
Strategic Wealth Partners, Ltd. 0.04% Reduce -9.3% 6,239 $499K
Certuity, LLC 0.03% Add +28.5% 6,238 $499K
Sage Rhino Capital LLC 0.10% No change 6,231 $498K
ZWJ Investment Counsel Inc. 0.02% Add +2.2% 6,191 $495K
Ritter Daniher Financial Advisory LLC / DE 0.09% New 6,186 $494K
Heartwood Wealth Advisors LLC 0.05% No change 6,184 $494K
Siligmueller & Norvid Wealth Advisors LLC 0.22% Reduce -98.4% 5,790 $493K
Rothschild Wealth LLC 0.11% Reduce -0.4% 6,163 $493K
Bessemer Group Inc. 0.00% Add +13.7% 6,147 $491K
Ignite Planners, LLC 0.08% Reduce -7.3% 6,096 $487K
Prime Capital Investment Advisors, LLC 0.01% Reduce -9.5% 6,025 $482K
Clear Creek Financial Management, LLC 0.04% Add +1.9% 6,019 $481K
Prospect Financial Services LLC 0.27% Add +3.1% 5,980 $478K
Seelaus Asset Management LLC 0.38% Add +4.7% 5,964 $477K
TCFG Wealth Management, LLC 0.19% Reduce -1.3% 5,963 $477K
SRH Advisors, LLC 0.14% No change 5,961 $476K
GenTrust, LLC 0.02% Reduce -14.3% 5,927 $474K
Baltimore-Washington Financial Advisors, Inc. 0.02% Add +7.3% 5,923 $473K
Muirfield Wealth Advisors LLC 0.35% Add +10.3% 5,837 $467K
Family Wealth Partners, LLC 0.17% Add +11.5% 5,827 $466K
Avaii Wealth Management, LLC 0.18% Add +0.0% 5,814 $465K
Stonebridge Financial Group, LLC 0.04% Reduce -3.4% 5,773 $461K
Procyon Advisors, LLC 0.03% No change 5,723 $457K
Seizert Capital Partners, LLC 0.02% Add +1.1% 5,721 $457K
Hilltop Partners LLC 0.14% Reduce -0.5% 5,711 $456K
Y.D. More Investments Ltd 0.03% No change 5,683 $454K
Harvest Investment Services, LLC 0.09% Add +101.6% 5,680 $454K
RMR Wealth Builders 0.04% Add +5.4% 5,667 $453K
WealthShield Partners, LLC 0.05% Reduce -3.0% 5,663 $453K
Regal Investment Advisors LLC 0.03% Add +2.0% 5,641 $451K
Wealth Alliance, LLC 0.05% Add +1.1% 5,626 $450K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -5.1% 5,615 $449K
Carnegie Investment Counsel 0.01% No change 5,614 $449K
Beacon Bank & Trust 0.10% No change 5,596 $447K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Reduce -3.4% 5,591 $447K
Darrow Company, Inc. 0.21% Add +2.5% 5,521 $442K
Cornerstone Advisors Asset Management, LLC 0.08% New 5,505 $440K
Legacy PCG, LLC 0.26% Add +0.2% 5,503 $440K
Blue Edge Capital, LLC 0.06% Add +2.3% 5,493 $439K
Weatherly Asset Management L. P. 0.04% Add +13.7% 5,484 $438K
Plotkin Financial Advisors, LLC 0.22% Reduce -1.0% 5,452 $436K
Foundations Investment Advisors, LLC 0.01% Add +18.6% 5,450 $436K
Brighton Jones LLC 0.01% Add +85.1% 5,445 $435K
Crews Bank & Trust 0.06% Add +22.8% 5,396 $431K
Banco Santander, S.A. 0.00% Reduce -0.7% 5,386 $431K
White Knight Strategic Wealth Advisors, LLC 0.34% Reduce -8.9% 5,373 $429K
Brand Asset Management Group, Inc. 0.12% New 5,350 $428K
Daymark Wealth Partners, LLC 0.01% Add +39.8% 5,331 $426K
SOA Wealth Advisors, LLC. 0.07% Add +1.1% 5,274 $422K
CV Advisors LLC 0.12% No change 5,267 $419K
Shaker Investments LLC 0.17% Reduce -20.9% 5,170 $413K
Commerce Bank 0.00% No change 5,170 $413K
SC&H Financial Advisors, Inc. 0.07% Reduce -2.4% 5,144 $411K
Praetorian Wealth Management, Inc. 0.08% New 5,130 $410K
HUB Investment Partners, LLC 0.02% Reduce -14.1% 5,121 $409K
Security Financial Services, INC. 0.07% Add +7.1% 5,116 $409K
Centaurus Financial, Inc. 0.02% Add +1.0% 5,103 $408K
Future Financial Wealth Managment LLC 0.26% Reduce -2.8% 5,100 $408K
Barnes Pettey Financial Advisors, LLC 0.22% Add +26.3% 5,090 $407K
Ausdal Financial Partners, Inc. 0.02% Reduce -5.6% 5,080 $406K
Hollencrest Capital Management 0.01% No change 5,071 $405K
Anson Capital, Inc. 0.30% Add +1.0% 5,069 $405K
Blue Barn Wealth, LLC 0.18% Add +0.1% 5,057 $404K
SG Americas Securities, LLC 0.00% Reduce -26.4% 5,041 $403K
Midwest Financial Group LLC 0.19% Reduce -33.8% 5,038 $403K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.7% 5,005 $400K
Becker Capital Management Inc. 0.01% Reduce -0.7% 4,981 $398K
Barnes Wealth Management Group, Inc 0.22% Add +8.2% 4,976 $398K
Objectivity Squared, LLC 0.24% Add +0.9% 4,975 $398K
Main Management LLC 0.03% No change 4,954 $396K
Windsor Capital Management, LLC 0.11% Reduce -3.9% 4,953 $396K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -0.3% 4,893 $391K
Redwood Financial Network Corp 0.25% Add +0.0% 4,881 $390K
Raab & Moskowitz Asset Management LLC 0.09% No change 4,864 $389K
Vista Cima Wealth Management LLC 0.32% Add +5.4% 4,854 $388K
Keebeck Wealth Management 0.05% Reduce -11.0% 4,840 $387K
Headlands Technologies LLC 0.03% Add +153.3% 4,833 $386K
Northwest Wealth Management, LLC 0.06% Reduce -0.5% 4,828 $386K
Ridgewood Investments LLC 0.16% Reduce -0.4% 4,827 $386K
Verum Partners LLC 0.08% Reduce -7.6% 4,779 $382K
Endeavor Private Wealth, Inc. 0.12% Reduce -19.1% 4,748 $380K
Squarepoint Ops LLC 0.00% Add +66.6% 4,734 $378K
Eq Wealth Advisors, LLC 0.25% Add +0.1% 4,733 $378K
Thrive Wealth Management, LLC 0.06% No change 4,725 $378K
Lanark Financial, Inc. 0.03% Reduce -9.0% 4,716 $377K
Saxony Capital Management, LLC 0.25% Reduce -0.6% 4,716 $377K
1492 Capital Management LLC 0.15% No change 4,713 $377K
Physician Wealth Advisors, Inc. 0.05% No change 4,709 $376K
RAM Investment Partners, LLC 0.07% Add +60.9% 4,705 $376K
Carter Financial Group, INC. 0.23% Reduce -18.4% 4,703 $376K
Fifth Third Bancorp 0.00% Add +0.2% 4,690 $375K
KPP Advisory Services LLC 0.06% Reduce -1.0% 4,656 $372K
Affinity Capital Advisors, LLC 0.06% Reduce -8.5% 4,646 $371K
DMC Group, LLC 0.26% Add +22.7% 4,610 $368K
Claris Advisors, LLC / Mo / 0.13% No change 4,631 $368K
Aspetuck Financial Management LLC 0.25% No change 4,600 $368K
Altiora Financial Group, LLC 0.07% No change 4,590 $367K
Trek Financial, LLC 0.02% Reduce -12.1% 4,578 $366K
Continental Investors Services, Inc. 0.54% New 4,543 $365K
Boston Trust Walden Corp 0.00% New 4,561 $365K
Community Bank, N.A. 0.04% Reduce -2.7% 4,527 $362K
Charter Oak Capital Management, LLC 0.03% Reduce -20.1% 4,499 $360K
Evolution Advisers, Inc. 0.16% No change 4,454 $356K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +0.5% 4,450 $356K
CoreCap Advisors, LLC 0.01% Add +14.6% 4,446 $355K
Money Concepts Capital Corp. 0.02% New 4,411 $353K
CFC Planning Co LLC 0.30% New 4,408 $352K
Ade, LLC 0.18% No change 4,354 $348K
Diversify Wealth Management, LLC 0.02% No change 4,350 $346K
Smartleaf Asset Management LLC 0.02% Add +26.4% 4,322 $345K
Navigation Wealth Management, Inc. 0.50% Add +51.0% 4,278 $342K
Pacific Point Advisors, LLC 0.20% No change 4,250 $340K
Causey Wealth LLC 0.17% Reduce -1.6% 4,245 $339K
Sweeney & Michel, LLC 0.11% Add +0.8% 4,239 $338K
Aspiriant, LLC 0.01% Reduce -20.0% 4,227 $338K
First Foundation Advisors 0.01% No change 4,215 $337K
Gilbert Capital Group, Inc. 0.26% No change 4,179 $334K
Element Wealth, LLC 0.14% Reduce -3.0% 4,137 $331K
SeaCrest Wealth Management, LLC 0.03% Reduce -0.3% 4,143 $330K
Bristlecone Advisors, LLC 0.03% No change 4,125 $330K
Capital Investment Advisory Services, LLC 0.03% Add +5.2% 4,098 $328K
Coastline Trust Co 0.04% No change 4,087 $327K
GC Wealth Management RIA, LLC 0.01% No change 4,074 $326K
Stephens Consulting, LLC 0.11% Reduce -12.9% 4,050 $324K
Coppell Advisory Solutions LLC 0.03% Add +7.8% 4,043 $323K
SOL Capital Management CO 0.03% No change 4,020 $321K
Pine Haven Investment Counsel, Inc 0.23% No change 4,014 $321K
IVC Wealth Advisors LLC 0.14% Add +53.0% 4,009 $320K
Matisse Capital 0.14% No change 4,000 $320K
Maridea Wealth Management LLC 0.05% Add +1.6% 3,972 $318K
OneAscent Family Office, LLC 0.26% No change 3,974 $318K
Robinson Smith Wealth Advisors LLC 0.23% Reduce -3.6% 3,955 $316K
Cannon Financial Strategists, Inc. 0.04% No change 3,934 $314K
Strategy Asset Managers LLC 0.06% No change 3,904 $312K
KM Capital Management Ltd. 0.14% Add +0.8% 3,903 $312K
Patriot Financial Group Insurance Agency, LLC 0.04% New 3,897 $311K
WNY Asset Management, LLC 0.03% Add +11.4% 3,892 $311K
Fonville Wealth Management LLC 0.07% Reduce -1.3% 3,867 $309K
Cunning Capital Partners, LP 0.14% No change 3,850 $308K
Stephens Group Asset Management, LLC 0.02% No change 3,827 $306K
Columbus Macro, LLC 0.03% Reduce -2.0% 3,816 $305K
BCS Private Wealth Management, Inc. 0.11% No change 3,810 $305K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -4.9% 3,806 $304K
CWS Financial Advisors, LLC 0.08% New 3,805 $304K
Williams Jones Wealth Management, LLC. 0.00% No change 3,798 $304K
Bigelow Investment Advisors, LLC 0.12% Reduce -13.8% 3,753 $300K
Accel Wealth Management 0.09% Add +0.2% 3,699 $296K
Signature Estate & Investment Advisors LLC 0.01% Reduce -15.8% 3,690 $295K
Vanguard Group Inc. 0.00% Add +31.6% 3,665 $293K
Prospera Capital Management, LLC 0.14% New 3,637 $290K
Hanover Advisors Inc. 0.11% No change 3,632 $290K
Toth Financial Advisory Corp. 0.03% Add +7.8% 3,607 $288K
Latko Wealth Management, Ltd. 0.15% Reduce -6.7% 3,582 $286K
Cornerstone Wealth Management, LLC 0.02% Add +0.0% 3,555 $284K
AE Wealth Management LLC 0.00% Add +8.1% 3,535 $283K
Vident Advisory, LLC 0.00% No change 3,533 $282K
Meriwether Wealth & Planning, LLC 0.16% No change 3,526 $282K
Triton Financial Group Inc 0.19% Reduce -5.2% 3,490 $279K
Team Financial Group, LLC 0.13% Reduce -14.4% 3,487 $279K
Great Waters Wealth Management 0.03% Reduce -0.2% 3,481 $278K
Life Planning Partners, Inc 0.20% No change 3,466 $277K
Trilogy Capital Inc. 0.01% Add +5.4% 3,425 $274K
C2C Wealth Management, LLC 0.23% Reduce -3.4% 3,394 $271K
Penobscot Investment Management Company, Inc. 0.02% No change 3,390 $271K
Dakota Wealth Management 0.01% New 3,388 $271K
Liberty Capital Management, Inc. 0.05% No change 3,385 $271K
Aspen Wealth Management LLC 0.06% Reduce -10.8% 3,381 $270K
Bellecapital International Ltd. 0.04% No change 3,371 $269K
Townsquare Capital LLC 0.04% No change 3,355 $268K
Orleans Capital Management Corp. 0.17% Reduce -37.4% 3,350 $268K
Fiduciary Alliance LLC 0.02% Add +1.3% 3,255 $260K
Elm Partners Management LLC 0.01% Reduce -30.9% 3,255 $260K
St Germain D J Co. Inc. 0.01% Reduce -3.8% 3,244 $259K
Roberts Wealth Advisors, LLC 0.07% No change 3,244 $259K
Tyche Wealth Partners LLC 0.05% Reduce -26.7% 3,238 $259K
Glen Eagle Advisors, LLC 0.04% Add +0.0% 3,238 $259K
Beaird Harris Wealth Management, LLC 0.02% Add +1.1% 3,228 $258K
Legacy Edge Advisors, LLC 0.03% Reduce -78.8% 3,199 $256K
Stock Yards Bank & Trust Co. 0.01% No change 3,193 $255K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 3,174 $254K
Moneta Group Investment Advisors LLC 0.00% Reduce -3.3% 3,154 $252K
Tiaa Trust, National Association 0.00% Add +2.2% 3,143 $251K
Signal Advisors Wealth, LLC 0.02% Add +21.1% 3,142 $251K
First Merchants Corp. 0.01% Reduce -13.8% 3,134 $251K
Tenon Financial LLC 0.13% Add +0.2% 3,119 $249K
Covenant Asset Management, LLC 0.05% No change 3,116 $249K
Vaughan David Investments LLC 0.01% Reduce -6.0% 3,117 $249K
Beacon Financial Group 0.02% Reduce -12.4% 3,108 $248K
Cambridge Capital Management, LLC 0.12% Reduce -6.5% 3,103 $248K
Premier Financial Group 0.07% New 3,100 $248K
Investmark Advisory Group LLC 0.11% Add +0.6% 3,093 $247K
Intelligence Driven Advisers, LLC 0.03% No change 3,082 $246K
Index Fund Advisors, Inc. 0.01% Add +1.1% 3,081 $246K
Nicolet Bankshares Inc. 0.04% New 3,080 $246K
Lodestar Private Asset Management LLC 0.03% Reduce -0.6% 3,078 $246K
Idaho Trust Co 0.08% Reduce -37.4% 3,078 $246K
Sound Income Strategies, LLC 0.01% Add +102.2% 3,085 $246K
Fort Washington Investment Advisors Inc. 0.00% No change 3,065 $245K
SMART Wealth LLC 0.09% Add +1.1% 3,053 $244K
Perennial Investment Advisors, LLC 0.02% Reduce -17.4% 3,046 $243K
Kintayl Capital LP 0.17% No change 3,029 $242K
United Community Bank 0.07% Add +30.2% 3,019 $241K
Harrington Investments, INC 0.12% No change 3,000 $240K
Jane Street Group, LLC 0.00% Reduce -99.4% 2,994 $239K
Biltmore Family Office, LLC 0.03% No change 2,993 $239K
HBW Advisory Services LLC 0.03% Reduce -45.8% 2,984 $239K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -16.6% 2,970 $237K
Investors Research Corp 0.04% Add +3.0% 2,967 $237K
Smith, Moore & Co. 0.02% Reduce -2.8% 2,967 $237K
Silver Oak Advisory Group, Inc. 0.11% Add +0.2% 2,972 $237K
Forvis Mazars Wealth Advisors, LLC 0.00% Reduce -4.3% 2,964 $237K
Riverview Capital Advisers, LLC 0.07% No change 2,960 $237K
WealthPLAN Partners, LLC 0.04% Add +2.5% 2,955 $236K
MAS Advisors LLC 0.37% Add +0.9% 2,954 $236K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.1% 2,933 $234K
Tarbox Family Office, Inc. 0.03% New 2,931 $234K
Great Valley Advisor Group, Inc. 0.00% Reduce -12.8% 2,929 $234K
Mullaney, Keating & Wright, Inc. 0.13% New 2,916 $233K
Activest Wealth Management 0.05% Add +1.1% 2,897 $232K
Faithward Advisors, LLC 0.03% New 2,890 $231K
Obsidian Personal Planning Solutions LLC 0.08% Add +9.6% 2,851 $228K
Capital Advantage, Inc. 0.03% Add +0.5% 2,841 $227K
TCI Wealth Advisors, Inc. 0.01% New 2,824 $226K
Donaldson Capital Management, LLC 0.01% New 2,789 $223K
Breakwater Investment Management 0.08% Reduce -8.9% 2,764 $221K
Schaeffer Financial LLC 0.20% Add +1.1% 2,754 $220K
Genesis Wealth Advisors, LLC 0.16% No change 2,753 $220K
Roger Wittlin Investment Advisory, LLC 0.12% Add +1.1% 2,725 $218K
Moseley Investment Management Inc. 0.07% Reduce -8.3% 2,714 $217K
World Equity Group, Inc. 0.05% No change 2,713 $217K
Navalign, LLC 0.06% No change 2,706 $216K
United Financial Planning Group LLC 0.14% — 2,687 $215K
Hoge Financial Services, LLC 0.12% Add +0.6% 2,683 $214K
Archford Capital Strategies, LLC 0.03% No change 2,663 $213K
Legacy Capital Wealth Partners, LLC 0.05% No change 2,643 $211K
Winthrop Advisory Group LLC 0.02% Reduce -2.1% 2,643 $211K
David Kennon Inc 0.08% Reduce -17.7% 2,634 $211K
AQR Capital Management 0.00% New 2,608 $208K
LVW Advisors, LLC 0.02% No change 2,600 $208K
Retirement Guys Formula LLC 0.07% No change 2,576 $206K
JCIC Asset Management Inc. 0.06% — 2,560 $205K
Pension & Wealth Management Advisors, Inc. 0.06% Add +0.2% 2,542 $203K
Strategic Wealth Investment Group, LLC 0.02% New 2,542 $203K
Blossom Wealth Management 0.33% Add +0.2% 2,531 $202K
Trinity Wealth Management, LLC 0.08% Reduce -0.4% 2,530 $202K
Tanager Wealth Management LLP 0.02% Reduce -28.4% 2,530 $202K
Verisail Partners, LLC 0.09% Reduce -24.8% 2,529 $202K
Key Financial Inc 0.04% Reduce -2.9% 2,401 $192K
Matrix Private Capital Group LLC 0.10% No change 2,375 $190K
AdvisorNet Financial, Inc 0.01% Reduce -58.1% 2,226 $178K
Nvwm, LLC 0.04% Reduce -9.1% 2,216 $177K
Dagco, Inc. 0.04% New 2,200 $176K
Ashton Thomas Securities, LLC 0.02% Add +10.4% 2,129 $170K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 2,046 $164K
Contravisory Investment Management, Inc. 0.03% No change 1,987 $159K
Manchester Capital Management LLC 0.02% Reduce -4.5% 1,903 $152K
WPG Advisers, LLC 0.11% Reduce -5.8% 1,793 $143K
Pacifica Partners Inc. 0.05% No change 1,779 $142K
Westchester Capital Management, Inc. 0.03% No change 1,715 $137K
Mendota Financial Group, LLC 0.10% No change 1,667 $133K
Signaturefd, LLC 0.00% Add +3.0% 1,565 $125K
Trust Co. of Toledo NA 0.01% Reduce -20.5% 1,552 $124K
Motco 0.01% No change 1,516 $121K
Capital Analysts, LLC 0.00% No change 1,495 $119K
Roxbury Financial LLC 0.11% Add +0.6% 1,458 $117K
Tower View Wealth Management LLC 0.06% Add +1.1% 1,458 $117K
Concord Wealth Partners 0.02% Reduce -1.0% 1,440 $115K
BankPlus Trust Department 0.03% No change 1,400 $112K
Pinney & Scofield, Inc. 0.07% Add +59.1% 1,392 $111K
Chapman Financial Group, LLC 0.08% No change 1,372 $110K
Bernard Wealth Management Corp. 0.04% No change 1,349 $108K
Caldwell Sutter Capital, Inc. 0.05% No change 1,348 $108K
Mascoma Wealth Management LLC 0.02% No change 1,325 $106K
Palouse Capital Management, Inc. 0.07% Reduce -1.5% 1,285 $103K
S.A. Mason LLC 0.05% No change 1,285 $103K
Cheviot Value Management, LLC 0.01% Add +63000.0% 1,262 $101K
AlphaCore Capital LLC 0.00% No change 1,219 $97K
SBI Securities Co., Ltd. 0.00% Add +19.0% 1,201 $96K
Brown Brothers Harriman & Co. 0.00% Add +1589.9% 1,166 $93K
Consultiva Wealth Management, Corp. 0.26% No change 1,150 $92K
Harbor Asset Planning, Inc. 0.08% Reduce -10.0% 1,129 $90K
Founders Financial Alliance, LLC 0.02% New 1,079 $86K
Maseco LLP 0.00% Add +427.6% 1,034 $83K
Vermillion Wealth Management, Inc. 0.02% Add +0.5% 1,025 $82K
Winnacle Wealth LLC 0.06% New 1,021 $82K
Accredited Wealth Management, LLC 0.06% Reduce -87.1% 130 $78K
Golden State Wealth Management, LLC 0.01% Reduce -5.8% 979 $78K
Johnson Financial Group, Inc. 0.00% Add +39.4% 976 $78K
Bangor Savings Bank 0.01% Add +1.4% 972 $78K
VSM Wealth Advisory, LLC 0.02% No change 1,297 $76K
Front Row Advisors LLC 0.03% Reduce -23.7% 936 $75K
Federation des caisses Desjardins du Quebec 0.00% No change 931 $74K
Simplex Trading, LLC 0.00% New 918 $73K
1620 Investment Advisors, Inc. 0.04% Add +0.1% 827 $66K
Running Point Capital Advisors, LLC 0.02% Add +1.1% 811 $65K
Capital Advisors, Ltd. LLC 0.01% Add +0.7% 765 $61K
Root Financial Partners, LLC 0.00% New 738 $59K
Bokf, NA 0.00% No change 737 $59K
Canton Hathaway, LLC 0.01% No change 700 $56K
CX Institutional 0.00% Add +175.5% 697 $56K
Caldwell Trust Co 0.01% No change 680 $54K
Graney & King, LLC 0.04% No change 677 $54K
Trifecta Capital Advisors, LLC 0.01% Reduce -30.6% 668 $53K
McIlrath & Eck, LLC 0.01% No change 646 $52K
Rothschild Investment LLC 0.00% Add +60.8% 643 $51K
Bogart Wealth, LLC 0.00% No change 638 $51K
Hazlett, Burt & Watson, Inc. 0.02% New 637 $50K
Blume Capital Management, Inc. 0.01% Reduce -0.2% 610 $49K
Asset Dedication, LLC 0.00% Add +50.0% 600 $48K
Balentine LLC 0.00% New 577 $46K
Cornerstone Planning Group LLC 0.01% Reduce -67.7% 750 $44K
Hurley Capital, LLC 0.02% No change 540 $43K
EPG Wealth Management LLC 0.01% Add +1.1% 539 $43K
2UniFi Bank 0.02% No change 534 $43K
Westside Investment Management, Inc. 0.01% No change 500 $40K
Avion Wealth 0.01% No change 500 $39K
NFSG Corp 0.01% Add +0.9% 469 $37K
Financial Freedom, LLC 0.02% No change 458 $37K
Greykasell Wealth Strategies, Inc. 0.02% New 448 $36K
Legacy Wealth Managment, LLC 0.02% New 441 $35K
Islay Capital Management, LLC 0.02% No change 430 $34K
Wolff Wiese Magana LLC 0.02% No change 414 $33K
Versant Capital Management, Inc 0.00% New 410 $33K
Elevation Wealth Partners, LLC 0.01% Reduce -4.7% 403 $32K
First Community Trust NA 0.02% No change 369 $29K
Rossby Financial, LCC 0.01% Add +0.6% 365 $29K
Costello Asset Management, INC 0.01% Reduce -21.8% 355 $28K
Imprint Wealth LLC 0.08% — 324 $26K
LGT Financial Advisors LLC 0.05% No change 311 $25K
Sachetta, LLC 0.01% No change 300 $24K
Financial Management Professionals, Inc. 0.00% Reduce -73.3% 300 $24K
SIMA Wealth Partners, LLC 0.02% Reduce -34.7% 292 $23K
Crewe Advisors LLC 0.00% No change 291 $23K
Park Place Capital Corp 0.00% Add +0.7% 280 $22K
Clearstead Trust, LLC 0.00% Add +1620.0% 258 $21K
Center for Financial Planning, Inc. 0.00% No change 250 $20K
Aspect Partners, LLC 0.01% No change 248 $20K
Vermillion & White Wealth Management Group, LLC 0.01% No change 245 $20K
TruNorth Capital Management, LLC 0.00% Add +0.8% 238 $19K
Tidemark, LLC 0.01% No change 226 $18K
Mark Sheptoff Financial Planning, LLC 0.01% No change 225 $18K
S&T Bank 0.01% No change 225 $18K
Medallion Wealth Advisors, LLC 0.01% Reduce -1.9% 206 $16K
Gold Investment Management Ltd. 0.01% No change 202 $16K
Bellevue Asset Management, LLC 0.01% No change 200 $16K
Measured Wealth Private Client Group, LLC 0.00% New 198 $16K
MilWealth Group LLC 0.00% Add +1.1% 189 $15K
REAP Financial Group, LLC 0.00% Add +4400.0% 180 $14K
Paladin Advisory Group, LLC 0.01% No change 175 $14K
Delta Asset Management LLC 0.00% No change 175 $14K
Anfield Capital Management, LLC 0.00% No change 174 $14K
Ameriflex Group, Inc. 0.01% Reduce -94.2% 172 $14K
Financial Gravity Asset Management, Inc. 0.00% — 165 $13K
CBIZ Investment Advisory Services, LLC 0.00% New 164 $13K
Navigoe, LLC 0.01% New 170 $13K
Salem Investment Counselors Inc. 0.00% No change 159 $13K
Westfuller Advisors, LLC 0.01% New 156 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Harbor Investment Advisory, LLC 0.00% No change 142 $11K
Covestor Ltd 0.01% Reduce -9.6% 142 $11K
Holos Integrated Wealth LLC 0.01% No change 137 $11K
Orion Capital Management LLC 0.00% No change 134 $11K
Indiana Trust & Investment Management Co 0.00% No change 122 $10K
Horizon Investments, LLC 0.00% New 120 $10K
Global Trust Asset Management, LLC 0.00% No change 104 $8K
Abound Wealth Management 0.00% Reduce -90.4% 99 $8K
Sunbelt Securities, Inc. 0.00% Add +2.1% 96 $8K
Millstone Evans Group, LLC 0.00% No change 96 $8K
DHJJ Financial Advisors, Ltd. 0.00% No change 92 $7K
Cary Street Partners Investment Advisory LLC 0.00% Add +4.7% 90 $7K
Colonial Trust Advisors 0.00% No change 89 $7K
Financial Connections Group, Inc. 0.00% New 94 $7K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 80 $6K
Financial Life Planners 0.00% New 76 $6K
Salomon & Ludwin, LLC 0.00% No change 76 $6K
New England Asset Management Inc. 0.00% No change 75 $6K
Morris Financial Concepts, Inc. 0.00% No change 68 $5K
Rise Advisors, LLC 0.00% Reduce -5.9% 64 $5K
Kilter Group LLC 0.00% Add +8.5% 64 $5K
Luminist Capital LLC 0.00% Reduce -37.6% 58 $5K
Aventus Investment Advisors, Inc. 0.00% Reduce -40.7% 54 $4K
Abich Financial Wealth Management LLC 0.00% — 49 $4K
Northwest Capital Management Inc 0.00% No change 48 $4K
FAS Wealth Partners, Inc. 0.00% No change 43 $3K
Archer Investment Corp 0.00% Add +2.4% 42 $3K
Davis Capital Management 0.00% — 31 $2K
Colonial Trust Co / SC 0.00% No change 30 $2K
LRI Investments, LLC 0.00% No change 20 $2K
Hara Capital LLC 0.00% No change 15 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 14 $1K
SJS Investment Consulting Inc. 0.00% Reduce -8.3% 11 $880
New Millennium Group LLC 0.00% No change 8 $603
Clear Investment Research, LLC 0.00% No change 6 $480
American Wealth Advisors, LLC 0.00% — 4 $340
Values First Advisors, Inc. 0.00% No change 2 $168
Hoey Investments, Inc. 0.00% No change 1 $115
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.