Vanguard Intermediate-Term TVGITETF
13F holders, Q4 2024 (December 31)809holders +98
95new positions
56sold out
5famous investors
$58.09avg. 13F price*
At the end of Q4 2024, 809 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 98 from Q3 2024. 95 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Bank of America Corp. ($3.7B) and Morgan Stanley ($1.3B). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Leon Cooperman (0.1% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Intermediate-Term T
- CUSIP
- 92206C706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $278.5M |
| Exits | 56 | $293.9M |
All 13F filers, Q3 2024 → Q4 2024: 39,411,557 shares bought and 29,581,765 shares sold, net +9,829,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 809 holders
| JPMorgan Chase & Co. | 0.30% | Reduce -8.4% | 65,682,351 | $3.8B |
| Bank of America Corp. | 0.34% | Add +25.9% | 64,068,771 | $3.7B |
| Morgan Stanley | 0.09% | Add +7.7% | 22,507,239 | $1.3B |
| Empower Advisory Group, LLC | 3.33% | Add +8.1% | 17,071,797 | $990.2M |
| FMR LLC | 0.05% | Reduce -21.0% | 14,212,371 | $824.3M |
| Creative Planning | 0.72% | Add +10.2% | 12,733,211 | $738.5M |
| SCS Capital Management LLC | 12.57% | Add +5.4% | 10,505,245 | $609.3M |
| Rwa Wealth Partners, LLC | 6.18% | Add +2.5% | 8,642,884 | $501.3M |
| Focus Partners Wealth | 1.18% | Add +11.9% | 7,842,067 | $454.8M |
| Nepc LLC | 10.43% | Add +5.2% | 6,699,794 | $388.6M |
| Fisher Asset Management | 0.15% | Add +1.2% | 6,471,976 | $375.4M |
| Blue Trust, Inc. | 4.13% | Add +44.2% | 5,554,443 | $322.2M |
| State Street Corp. | 0.01% | No change | 5,500,000 | $319.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -17.1% | 5,326,201 | $308.9M |
| Focus Partners Advisor Solutions, LLC | 4.65% | Add +27.5% | 4,755,119 | $275.8M |
| Summit Trail Advisors, LLC | 8.12% | Reduce -5.0% | 3,791,839 | $219.9M |
| UBS Group AG | 0.04% | Reduce -16.1% | 3,182,152 | $184.6M |
| Heritage Financial Services, LLC | 21.50% | Add +5.0% | 2,790,770 | $161.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +8.6% | 2,631,312 | $152.6M |
| Wells Fargo & Company | 0.04% | Reduce -28.7% | 2,624,978 | $152.2M |
| HighTower Advisors, LLC | 0.20% | Add +1.9% | 2,579,766 | $149.6M |
| Valmark Advisers, Inc. | 2.26% | Add +134.4% | 2,513,545 | $145.8M |
| Midland Wealth Advisors, LLC | 8.73% | Reduce -2.1% | 2,501,251 | $145.1M |
| Cerity Partners LLC | 0.29% | Add +1.7% | 2,329,765 | $135.1M |
| Foster Group, Inc. | 4.76% | Add +5.7% | 2,149,701 | $124.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.9% | 2,088,434 | $121.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.2% | 1,987,237 | $115.3M |
| Strategic Financial Services, Inc. | 6.71% | Add +6077.9% | 1,940,726 | $112.6M |
| Corient Private Wealth LP | 0.17% | Reduce -0.9% | 1,802,016 | $104.5M |
| Gitterman Wealth Management, LLC | 43.45% | Add +0.6% | 1,793,213 | $104.0M |
| LPL Financial LLC | 0.04% | Add +3.6% | 1,750,767 | $101.5M |
| State of Tennessee, Department of Treasury | 0.35% | New | 1,666,581 | $96.7M |
| Raymond James Financial Inc. | 0.04% | — | 1,638,481 | $95.0M |
| Cambridge Associates LLC /Ma/ | 3.01% | Add +142.8% | 1,622,535 | $94.1M |
| Bangor Savings Bank | 8.25% | Add +6.1% | 1,515,181 | $87.9M |
| Valeo Financial Advisors, LLC | 2.27% | Add +5.9% | 1,402,996 | $81.4M |
| NorthCoast Asset Management LLC | 0.38% | Add +16.4% | 1,325,109 | $76.9M |
| First Interstate Bank | 4.57% | Reduce -4.8% | 1,301,023 | $75.5M |
| Jordan Park Group LLC | 5.48% | Reduce -4.0% | 1,278,542 | $74.2M |
| Cetera Investment Advisers | 0.15% | Add +257.8% | 1,237,294 | $71.8M |
| GenTrust, LLC | 3.04% | Reduce -51.1% | 1,202,807 | $69.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.32% | Add +7.0% | 1,171,586 | $68.0M |
| Moss Adams Wealth Advisors LLC | 7.13% | Add +2.0% | 1,162,512 | $67.4M |
| Texas Treasury Safekeeping Trust Co. | 2.17% | No change | 1,124,530 | $65.2M |
| Permanent Capital Management, LP | 19.48% | — | 1,085,193 | $62.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Reduce -16.4% | 1,074,400 | $62.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.87% | Add +6.4% | 1,050,637 | $60.9M |
| Burney Co./ | 2.11% | Add +18.2% | 1,027,188 | $59.6M |
| Cape Cod Five Cents Savings Bank | 5.27% | No change | 445,355 | $59.2M |
| Partners Capital Investment Group, LLP | 1.60% | Reduce -50.9% | 1,001,497 | $58.1M |
| Brandywine Oak Private Wealth LLC | 5.62% | Reduce -2.1% | 991,019 | $57.5M |
| Mather Group, Llc. | 0.67% | Reduce -52.1% | 890,831 | $51.7M |
| Cardinal Point Capital Management ULC | 8.05% | Add +3.2% | 874,547 | $50.7M |
| Constellation Investments, Inc. | 2.28% | — | 865,000 | $50.2M |
| Libra Wealth LLC | 18.77% | Add +5.6% | 832,164 | $48.3M |
| Hanson & Doremus Investment Management | 7.49% | Add +7.5% | 825,246 | $47.9M |
| Cliffwater LLC | 10.90% | No change | 767,859 | $44.5M |
| Opus Capital Group, LLC | 5.56% | Add +6.7% | 755,258 | $43.8M |
| PrairieView Partners, LLC | 4.48% | Add +5.9% | 738,944 | $42.9M |
| Tanglewood Wealth Management, Inc. | 4.93% | Reduce -2.0% | 738,369 | $42.8M |
| Truist Financial Corp. | 0.07% | Add +5.5% | 731,282 | $42.4M |
| Lake Street Advisors Group, LLC | 1.87% | Reduce -14.8% | 698,160 | $40.5M |
| Atria Investments, Inc | 0.50% | Reduce -4.5% | 696,333 | $40.4M |
| Kathmere Capital Management, LLC | 3.62% | Reduce -6.4% | 694,680 | $40.3M |
| Badgley Phelps Wealth Managers, LLC | 0.93% | Reduce -1.9% | 690,136 | $40.0M |
| Royal Bank of Canada | 0.01% | Add +30.3% | 680,084 | $39.4M |
| Proffitt & Goodson Inc. | 6.39% | Reduce -5.2% | 664,424 | $38.5M |
| Birchbrook, Inc. | 20.96% | Add +0.3% | 635,570 | $36.9M |
| Flputnam Investment Management Co. | 0.66% | Reduce -41.0% | 619,386 | $35.9M |
| Northwest Wealth Management, LLC | 7.61% | Add +44.1% | 619,197 | $35.9M |
| Executive Wealth Management, LLC | 2.74% | Add +2.7% | 602,966 | $35.0M |
| Portland Global Advisors LLC | 4.39% | Add +16.8% | 598,180 | $34.7M |
| Oakworth Capital, Inc. | 2.37% | Add +5.9% | 593,592 | $34.4M |
| GLOBALT Investments LLC / GA | 1.26% | Reduce -3.8% | 569,692 | $33.0M |
| Cable Hill Partners, LLC | 3.31% | Add +13.3% | 565,417 | $32.8M |
| MilWealth Group LLC | 8.94% | Add +4.6% | 564,787 | $32.8M |
| Jackson Thornton Wealth Management, LLC | 4.05% | Add +17.5% | 552,645 | $32.1M |
| Evergreen Advisors, LLC | 8.74% | Add +18.3% | 551,001 | $32.0M |
| AE Wealth Management LLC | 0.26% | Reduce -8.7% | 537,919 | $31.2M |
| Albion Financial Group | 2.10% | Add +12.2% | 528,491 | $30.7M |
| Vanguard Group Inc. | 0.00% | Add +20.4% | 525,367 | $30.5M |
| RiverFront Investment Group, LLC | 0.67% | Reduce -1.3% | 509,332 | $29.5M |
| Traphagen Investment Advisors LLC | 2.97% | Reduce -15.8% | 502,632 | $29.2M |
| Towneley Capital Management, Inc / DE | 6.51% | Add +11.4% | 472,360 | $27.4M |
| OneAscent Financial Services LLC | 2.31% | New | 469,048 | $27.2M |
| Wooster Corthell Wealth Management, Inc. | 5.89% | Add +4.8% | 466,467 | $27.1M |
| Roundview Capital LLC | 1.83% | Add +4.1% | 451,774 | $26.2M |
| Vident Advisory, LLC | 0.45% | New | 444,546 | $25.8M |
| BSW Wealth Partners | 3.65% | Add +4.9% | 428,627 | $24.9M |
| Mariner, LLC | 0.04% | Reduce -4.5% | 425,686 | $24.7M |
| Kestra Advisory Services, LLC | 0.13% | Add +11.0% | 412,245 | $23.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.4% | 406,528 | $23.6M |
| 1834 Investment Advisors Co. | 2.97% | Reduce -4.8% | 404,765 | $23.5M |
| Cypress Financial Planning LLC | 8.58% | Add +4.1% | 402,953 | $23.4M |
| Boston Financial Mangement LLC | 0.69% | Add +1.5% | 395,290 | $22.9M |
| Gunma Bank,Ltd. | 7.57% | Add +102.6% | 395,000 | $22.9M |
| Emprise Bank | 12.87% | Add +13.6% | 393,067 | $22.8M |
| Flow Traders U.S. LLC | 0.87% | Add +3359.5% | 374,461 | $21.7M |
| Pathstone Holdings, LLC | 0.10% | Add +30.5% | 370,765 | $21.5M |
| Exchange Traded Concepts, LLC | 0.44% | New | 369,180 | $21.4M |
| Morningstar Investment Services LLC | 1.93% | Reduce -82.8% | 365,634 | $21.2M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -34.6% | 362,417 | $21.2M |
| Foundations Investment Advisors, LLC | 0.41% | Add +5.7% | 361,864 | $21.0M |
| Arista Wealth Management, LLC | 5.03% | Add +0.8% | 361,851 | $21.0M |
| Nova R Wealth, Inc. | 10.46% | Add +4.2% | 357,669 | $20.7M |
| Creative Financial Designs Inc. | 1.68% | Add +10.3% | 356,738 | $20.7M |
| United Wealth Management, LLC | 6.79% | — | 347,561 | $20.2M |
| Baird Financial Group, Inc. | 0.04% | Add +6.1% | 347,251 | $20.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -15.7% | 344,627 | $20.0M |
| Kondo Wealth Advisors, Inc. | 9.81% | — | 333,373 | $19.3M |
| Old National Bancorp | 0.45% | Reduce -1.3% | 327,548 | $19.0M |
| Addison Advisors LLC | 5.14% | Reduce -3.3% | 318,786 | $18.5M |
| RKL Wealth Management LLC | 1.64% | Add +42.7% | 318,482 | $18.5M |
| Park Avenue Securities LLC | 0.19% | Add +890.4% | 318,047 | $18.4M |
| Private Wealth Management Group, LLC | 7.01% | Add +3.1% | 315,554 | $18.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.2% | 299,289 | $17.4M |
| Vise Technologies, Inc. | 1.42% | Add +9.0% | 293,678 | $17.0M |
| Private Advisor Group, LLC | 0.09% | Add +107.2% | 289,492 | $16.8M |
| Farther Finance Advisors, LLC | 0.60% | Reduce -9.0% | 287,834 | $16.7M |
| Allworth Financial LP | 0.09% | Add +926.4% | 286,798 | $16.6M |
| Wade Financial Advisory, Inc | 5.52% | Add +9.8% | 280,832 | $16.3M |
| Roble, Belko & Company, Inc | 2.55% | Reduce -3.9% | 277,007 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -52.8% | 276,266 | $16.0M |
| Evoke Wealth, LLC | 0.43% | Add +2.1% | 264,334 | $15.3M |
| Staley Capital Advisers Inc. | 0.67% | Add +10.3% | 259,785 | $15.1M |
| OneAscent Wealth Management LLC | 6.18% | Reduce -9.8% | 258,273 | $15.0M |
| Capital Investment Services of America, Inc. | 1.42% | Add +1.8% | 256,716 | $14.9M |
| Whelan Financial | 5.85% | Add +3.9% | 256,356 | $14.9M |
| Peirce Capital Management, LLC | 7.62% | Add +5.5% | 256,206 | $14.9M |
| 25 LLC | 6.28% | Add +18.1% | 255,847 | $14.8M |
| Merit Financial Group, LLC | 0.26% | Add +2.8% | 253,026 | $14.7M |
| Montag A & Associates Inc. | 0.69% | Reduce -51.6% | 250,808 | $14.5M |
| Stratos Wealth Advisors, LLC | 0.69% | Add +7.5% | 249,992 | $14.5M |
| Longview Financial Advisors LLC | 9.48% | — | 243,249 | $14.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +24.8% | 242,302 | $14.1M |
| Hassell Wealth Management, LLC | 5.59% | Add +8.3% | 237,790 | $13.9M |
| WBH Advisory Inc. | 1.28% | Reduce -6.8% | 237,157 | $13.8M |
| MML Investors Services, LLC | 0.05% | Add +13.3% | 232,836 | $13.5M |
| Roth Financial Partners LLC | 5.37% | Add +6.5% | 232,538 | $13.5M |
| Osaic Holdings, Inc. | 0.03% | Add +11.3% | 228,081 | $13.2M |
| Sage Mountain Advisors LLC | 0.93% | Add +12065.5% | 219,343 | $12.7M |
| Family Wealth Partners, LLC | 5.99% | Add +20.5% | 217,407 | $12.6M |
| 3EDGE Asset Management, LP | 0.77% | New | 215,628 | $12.5M |
| Michael A. Dubis Financial Planning, LLC | 12.09% | — | 215,559 | $12.5M |
| Ami Investment Management Inc. | 4.06% | Add +15.1% | 215,184 | $12.5M |
| Baldwin Wealth Partners LLC | 0.85% | Add +79.2% | 211,723 | $12.3M |
| Empowered Funds, LLC | 0.18% | Add +5.0% | 210,983 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.34% | Add +4.6% | 209,783 | $12.2M |
| Bank of Montreal | 0.01% | Reduce -23.6% | 208,219 | $12.1M |
| Morningstar Investment Management LLC | 0.95% | Add +10.8% | 207,938 | $12.1M |
| Elevate Wealth Advisory, Inc. | 8.89% | Add +1.1% | 204,404 | $11.9M |
| Jones Financial Companies LLLP | 0.01% | Add +27.2% | 199,526 | $11.6M |
| Mayport, LLC | 3.40% | Add +31.0% | 198,920 | $11.5M |
| Pictet North America Advisors SA | 1.09% | Reduce -23.2% | 197,216 | $11.4M |
| North Ridge Wealth Advisors, Inc. | 7.89% | Add +0.7% | 196,490 | $11.4M |
| MainStreet Investment Advisors LLC | 1.55% | Reduce -4.9% | 190,762 | $11.1M |
| Dakota Wealth Management | 0.24% | Add +1035.1% | 181,666 | $10.5M |
| MassMutual Private Wealth & Trust, FSB | 0.29% | Reduce -15.8% | 181,219 | $10.5M |
| Bremer Bank National Association | 2.08% | No change | 181,149 | $10.5M |
| Vernal Point Advisors, LLC | 7.12% | Add +10.7% | 178,627 | $10.4M |
| Salomon & Ludwin, LLC | 1.10% | Add +3.1% | 178,577 | $10.4M |
| Assetmark, Inc. | 0.03% | Add +2100.8% | 176,940 | $10.3M |
| Newport Capital Group, LLC | 7.56% | Reduce -5.2% | 176,851 | $10.3M |
| Lowe Brockenbrough & Co. Inc. | 0.66% | Reduce -4.3% | 176,428 | $10.2M |
| Kings Path Partners LLC | 4.36% | Add +4.3% | 175,953 | $10.2M |
| EverSource Wealth Advisors, LLC | 0.57% | Add +25.0% | 175,459 | $10.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.1% | 174,595 | $10.1M |
| Archford Capital Strategies, LLC | 1.53% | Add +0.3% | 174,495 | $10.1M |
| Seaside Wealth Management, Inc. | 3.68% | Add +7.9% | 173,491 | $10.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -9.1% | 172,017 | $10.0M |
| Tillman Hartley LLC | 2.79% | Reduce -2.0% | 167,621 | $9.7M |
| Providence First Trust Co | 3.60% | New | 164,820 | $9.6M |
| Ameritas Advisory Services, LLC | 0.33% | Reduce -48.6% | 163,917 | $9.5M |
| Founders Grove Wealth Partners, LLC | 2.75% | — | 163,589 | $9.5M |
| Ameraudi Asset Management, Inc. | 5.23% | Add +2.8% | 163,283 | $9.5M |
| Cravens & Co Advisors, LLC | 7.17% | Add +4.2% | 162,268 | $9.4M |
| First Affirmative Financial Network | 5.35% | Add +1.8% | 159,963 | $9.3M |
| Citigroup Inc. | 0.01% | Add +36.6% | 156,436 | $9.1M |
| Sharp Wealth Advisory, LLC | 6.85% | Add +48.9% | 155,682 | $9.0M |
| M&T Bank Corp | 0.03% | Reduce -13.0% | 155,210 | $9.0M |
| Apella Capital, LLC | 0.34% | Add +743.0% | 153,930 | $8.9M |
| StrongBox Wealth, LLC | 3.71% | Add +6.9% | 150,912 | $8.8M |
| Aerodigm Wealth, LLC | 5.14% | Add +18.9% | 148,215 | $8.6M |
| Sellwood Investment Partners LLC | 4.48% | — | 143,596 | $8.3M |
| Axos Invest Inc. | 6.03% | Reduce -0.6% | 142,766 | $8.3M |
| Souders Financial Advisors | 1.15% | Add +12.1% | 141,698 | $8.2M |
| Beverly Hills Private Wealth, LLC | 1.67% | Add +23.6% | 141,662 | $8.2M |
| Squire Investment Management Company, LLC | 3.57% | Add +20.3% | 139,869 | $8.1M |
| Waterway Wealth Management, LLC | 3.45% | Reduce -6.0% | 135,082 | $7.8M |
| Brickley Wealth Management | 1.59% | Add +8.7% | 134,654 | $7.8M |
| AQR Capital Management | 0.01% | Add +19.9% | 134,485 | $7.8M |
| Shotwell Rutter Baer Inc | 6.55% | Add +3.6% | 135,213 | $7.8M |
| Hurley Capital, LLC | 6.25% | — | 134,102 | $7.8M |
| New York Life Investment Management LLC | 0.07% | New | 130,277 | $7.6M |
| Rogco, LP | 3.06% | Add +16.3% | 129,559 | $7.5M |
| Cambria Investment Management, L.P. | 0.45% | Add +0.9% | 128,621 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +3.9% | 126,746 | $7.4M |
| CogentBlue Wealth Advisors, LLC | 6.47% | — | 126,743 | $7.4M |
| Legacy PCG, LLC | 5.04% | Reduce -39.7% | 122,049 | $7.1M |
| Poinciana Advisors Group, LLC | 7.16% | — | 121,769 | $7.1M |
| Kingdom Financial Group LLC. | 4.71% | Reduce -6.2% | 118,740 | $6.9M |
| R. W. Roge & Company, Inc. | 3.69% | Add +0.7% | 117,982 | $6.8M |
| American Trust | 0.52% | New | 117,812 | $6.8M |
| Apollon Wealth Management, LLC | 0.16% | New | 116,872 | $6.8M |
| Buska Wealth Management, LLC | 2.15% | Add +39.0% | 115,689 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | New | 115,290 | $6.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +10.6% | 115,187 | $6.7M |
| Friday Financial | 4.59% | — | 114,802 | $6.7M |
| Hara Capital LLC | 4.20% | Reduce -7.9% | 114,366 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -65.8% | 112,511 | $6.5M |
| Leo Wealth, LLC | 0.58% | New | 111,390 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +7.8% | 111,203 | $6.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.44% | Add +11.7% | 109,673 | $6.4M |
| Silverleafe Capital Partners, LLC | 1.95% | Add +4.8% | 105,903 | $6.1M |
| Net Worth Advisory Group | 1.86% | Reduce -4.5% | 105,486 | $6.1M |
| Integrated Advisors Network LLC | 0.29% | Add +15.0% | 104,708 | $6.1M |
| Marietta Wealth Management, LLC | 0.87% | Add +8.2% | 104,687 | $6.1M |
| Agilis Partners LLC | 1.83% | Reduce -1.5% | 104,602 | $6.1M |
| Kraft Asset Management, LLC | 4.66% | Add +23.7% | 104,290 | $6.0M |
| MAI Capital Management | 0.04% | New | 104,027 | $6.0M |
| Secure Asset Management, LLC | 0.90% | Add +20.1% | 101,847 | $5.9M |
| Baker Boyer National Bank | 2.04% | Reduce -7.5% | 101,697 | $5.9M |
| Alps Advisors Inc. | 0.04% | Add +2.9% | 101,387 | $5.9M |
| Foster & Motley Inc. | 0.38% | Reduce -10.2% | 100,075 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -73.9% | 99,865 | $5.8M |
| Theory Financial LLC | 2.41% | Add +3.0% | 99,265 | $5.8M |
| Minot DeBlois Advisors LLC | 5.15% | — | 97,264 | $5.6M |
| Brucke Financial, Inc. | 4.85% | — | 96,710 | $5.6M |
| OMNI 360 Wealth, Inc. | 3.69% | Add +18.5% | 95,711 | $5.6M |
| Bailard, Inc. | 0.14% | Add +8.7% | 95,691 | $5.6M |
| Coldstream Capital Management Inc. | 0.12% | Add +27.9% | 95,576 | $5.5M |
| Global Wealth Management Investment Advisory, Inc. | 1.13% | Add +5.6% | 94,855 | $5.5M |
| Ranch Capital Advisors Inc. | 2.57% | Add +39.1% | 93,923 | $5.4M |
| Synovus Financial Corp. | 0.07% | Reduce -43.9% | 93,701 | $5.4M |
| Fluent Financial, LLC | 2.40% | Reduce -1.6% | 93,399 | $5.4M |
| Harvest Portfolios Group Inc. | 0.18% | Add +36.6% | 92,977 | $5.4M |
| Atlas Capital Advisors Inc. | 0.67% | Add +1.8% | 91,174 | $5.3M |
| Resonant Capital Advisors, LLC | 0.38% | Add +14.1% | 90,423 | $5.2M |
| Regions Financial Corp. | 0.04% | Reduce -3.5% | 90,422 | $5.2M |
| Marion Wealth Management | 1.37% | Add +4.2% | 89,391 | $5.2M |
| Wit, LLC | 0.16% | Add +99339.3% | 88,501 | $5.1M |
| Peoples Bank | 3.02% | Add +2.0% | 88,382 | $5.1M |
| Stableford Capital II LLC | 2.02% | Reduce -30.8% | 88,269 | $5.1M |
| Websterrogers Financial Advisors, LLC | 1.76% | Add +3.0% | 87,531 | $5.1M |
| Burkett Financial Services, LLC | 2.06% | Add +12.4% | 87,066 | $5.0M |
| NewEdge Wealth, LLC | 0.09% | Reduce -63.6% | 86,581 | $5.0M |
| RFG Advisory, LLC | 0.14% | Reduce -5.0% | 84,709 | $4.9M |
| Ackerman Capital Advisors, LLC | 1.28% | Add +0.6% | 84,272 | $4.9M |
| Checchi Capital Advisers, LLC | 0.36% | Add +4.8% | 83,882 | $4.9M |
| CW Advisors, LLC | 0.07% | Add +142.8% | 82,181 | $4.8M |
| Fermata Advisors, LLC | 0.89% | Reduce -6.2% | 81,817 | $4.7M |
| Walker Financial Services, Inc. | 2.74% | Add +15.5% | 81,308 | $4.7M |
| Blume Capital Management, Inc. | 1.05% | Add +0.4% | 80,410 | $4.7M |
| Principal Securities, Inc. | 0.10% | Reduce -13.4% | 79,846 | $4.6M |
| Howard Bailey Securities, LLC | 1.72% | Add +4.5% | 79,663 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -12.2% | 79,516 | $4.6M |
| Benjamin Edwards Inc. | 0.07% | Add +6.5% | 79,482 | $4.6M |
| SMART Wealth LLC | 1.64% | Add +4.7% | 79,417 | $4.6M |
| AdvisorNet Financial, Inc | 0.38% | Add +50242.0% | 79,037 | $4.6M |
| Citadel Advisors | 0.00% | Add +1191.9% | 78,224 | $4.5M |
| Brown Advisory Inc. | 0.01% | Add +31.3% | 77,207 | $4.5M |
| Middleton & Co. Inc. | 0.49% | Add +51.0% | 76,280 | $4.4M |
| Alaethes Wealth, LLC | 1.55% | New | 74,625 | $4.3M |
| Pinnacle Financial Partners Inc | 0.09% | Add +0.1% | 71,494 | $4.3M |
| Auour Investments LLC | 1.50% | Add +1.7% | 73,439 | $4.3M |
| Silver Oak Wealth Advisors Services, LLC | 3.67% | — | 73,110 | $4.2M |
| Nilsine Partners, LLC | 0.45% | Add +13.0% | 72,987 | $4.2M |
| RoundAngle Advisors LLC | 4.01% | — | 72,521 | $4.2M |
| True Link Financial Advisors, LLC | 0.35% | No change | 71,443 | $4.1M |
| Shufro Rose & Co. LLC | 0.32% | Add +105.5% | 71,078 | $4.1M |
| Acropolis Investment Management, LLC | 0.24% | Add +397.6% | 70,828 | $4.1M |
| Five Pine Wealth Management | 3.46% | — | 70,736 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.2% | 70,411 | $4.1M |
| Diversify Wealth Management, LLC | 0.32% | Reduce -0.3% | 70,600 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +7.2% | 69,581 | $4.0M |
| LifePlan Financial, LLC | 3.52% | Add +2.7% | 68,765 | $4.0M |
| DDFG, Inc | 1.14% | Reduce -0.2% | 68,361 | $4.0M |
| Comerica Bank | 0.02% | Reduce -13.7% | 67,595 | $3.9M |
| Capstone Wealth Management, LLC | 3.83% | — | 67,593 | $3.9M |
| Financial Advisory Partners, LLC | 1.29% | Add +3.4% | 67,185 | $3.9M |
| Pathway Financial Advisors LLC | 0.88% | Add +7.9% | 65,632 | $3.8M |
| Dynamic Wealth Strategies, LLC | 3.38% | Reduce -46.7% | 65,547 | $3.8M |
| PYA Waltman Capital, LLC | 1.22% | Reduce -1.8% | 65,330 | $3.8M |
| LFA - Lugano Financial Advisors SA | 2.47% | Add +2.6% | 65,087 | $3.8M |
| Alexander Labrunerie & Co., Inc. | 1.67% | Reduce -2.3% | 64,422 | $3.7M |
| Foster Victor Wealth Advisors, LLC | 0.28% | Add +4.1% | 63,282 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.0% | 63,211 | $3.7M |
| RB Capital Management, LLC | 0.89% | Add +2.1% | 63,147 | $3.7M |
| Brady Martz Wealth Solutions, LLC | 0.88% | — | 63,130 | $3.6M |
| Montecito Bank & Trust | 0.63% | Reduce -34.1% | 62,448 | $3.6M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +11.7% | 61,773 | $3.6M |
| Jane Street Group, LLC | 0.01% | Reduce -72.0% | 60,208 | $3.5M |
| REDW Wealth LLC | 1.21% | Reduce -24.6% | 59,868 | $3.5M |
| Hancock Whitney Corp. | 0.11% | Reduce -0.8% | 59,800 | $3.5M |
| James Investment Research, Inc. | 0.41% | Reduce -3.1% | 59,757 | $3.5M |
| Cobblestone Capital Advisors LLC | 0.19% | Add +76.7% | 59,669 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +9.9% | 58,964 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.26% | Reduce -1.7% | 58,801 | $3.4M |
| Dopkins Wealth Management, LLC | 1.74% | Add +424.2% | 58,790 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +14.3% | 58,736 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.14% | Add +259.7% | 58,606 | $3.4M |
| IRON Financial LLC | 1.90% | Reduce -9.3% | 58,340 | $3.4M |
| Transform Wealth, LLC | 0.19% | New | 58,328 | $3.4M |
| Wedmont Private Capital | 0.18% | Add +25.3% | 58,704 | $3.4M |
| Genesis Private Wealth, LLC | 1.84% | — | 57,626 | $3.3M |
| WNY Asset Management, LLC | 0.41% | Add +98.6% | 57,439 | $3.3M |
| Alhambra Investment Management LLC | 1.70% | Reduce -12.5% | 57,018 | $3.3M |
| Retireful, LLC | 1.85% | New | 56,690 | $3.3M |
| CWC Advisors, LLC. | 3.25% | Reduce -15.5% | 56,097 | $3.3M |
| Tiff Advisory Services, LLC | 1.05% | No change | 55,717 | $3.2M |
| HMV Wealth Advisors, LLC | 3.23% | — | 55,626 | $3.2M |
| Betterment LLC | 0.01% | Add +352.1% | 55,560 | $3.2M |
| Independent Advisor Alliance | 0.04% | New | 55,549 | $3.2M |
| Hikari Tsushin, Inc. | 0.23% | No change | 54,954 | $3.2M |
| Dorsey & Whitney Trust CO LLC | 0.17% | Reduce -9.6% | 54,743 | $3.2M |
| Kaufman Rossin Wealth, LLC | 3.27% | — | 54,723 | $3.2M |
| Altiora Financial Group, LLC | 0.67% | Reduce -5.4% | 52,985 | $3.1M |
| Bull Street Advisors, LLC | 1.47% | Reduce -11.3% | 52,570 | $3.0M |
| Ballentine Partners, LLC | 0.05% | Add +78.8% | 52,385 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -1.8% | 52,300 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +6.3% | 52,272 | $3.0M |
| Orcam Financial Group | 2.93% | Add +20.2% | 52,191 | $3.0M |
| Harbour Investments, Inc. | 0.09% | Add +2.8% | 51,049 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.26% | Add +4.0% | 50,757 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -4.3% | 50,577 | $2.9M |
| Capital Group Private Client Services, Inc. | 0.03% | New | 50,420 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +126.1% | 50,187 | $2.9M |
| Bragg Financial Advisors, Inc | 0.12% | Add +6.1% | 49,575 | $2.9M |
| Consolidated Portfolio Review Corp | 0.45% | Add +28.3% | 48,902 | $2.8M |
| Hickory Point Bank & Trust | 2.48% | — | 48,110 | $2.8M |
| Mgo One Seven LLC | 0.11% | Add +24.5% | 47,910 | $2.8M |
| Stonehearth Capital Management, LLC | 1.08% | Reduce -1.7% | 46,617 | $2.7M |
| Merriman Wealth Management, LLC | 0.11% | Add +25.2% | 46,354 | $2.7M |
| Human Investing LLC | 0.48% | Add +2.4% | 46,205 | $2.7M |
| Graypoint LLC | 0.16% | Add +1.6% | 45,402 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +23.4% | 45,005 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +23.4% | 45,005 | $2.6M |
| LJI Wealth Management, LLC | 0.51% | Add +0.0% | 44,780 | $2.6M |
| Global Endowment Management, LP | 0.33% | New | 44,700 | $2.6M |
| TD Private Client Wealth LLC | 0.07% | Add +2.7% | 44,451 | $2.6M |
| Leavell Investment Management, Inc. | 0.13% | Add +80.6% | 44,273 | $2.6M |
| AlTi Global, Inc. | 0.06% | Reduce -4.3% | 43,947 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Add +4.7% | 43,658 | $2.5M |
| Earned Wealth Advisors, LLC | 0.80% | Add +9.3% | 43,198 | $2.5M |
| Sfm, LLC | 1.75% | Reduce -6.4% | 42,874 | $2.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.23% | Reduce -1.5% | 42,361 | $2.5M |
| Ascentis Independent Advisors | 0.47% | Add +12.1% | 42,140 | $2.4M |
| Rothschild Investment LLC | 0.16% | Add +11.8% | 42,076 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -44.5% | 41,910 | $2.4M |
| JDH Wealth Management, LLC | 2.13% | — | 41,874 | $2.4M |
| Transcendent Capital Group LLC | 1.25% | Reduce -7.9% | 41,726 | $2.4M |
| &partners | 0.03% | Add +133.4% | 41,317 | $2.4M |
| Nicolet Advisory Services, LLC | 0.22% | Reduce -34.7% | 41,159 | $2.4M |
| Hexagon Capital Partners LLC | 0.43% | Add +14.3% | 40,550 | $2.4M |
| Nixon Peabody Trust Co. | 0.19% | Add +78.0% | 40,225 | $2.3M |
| IFG Advisory, LLC | 0.13% | Add +19.9% | 39,610 | $2.3M |
| Signet Financial Management, LLC | 0.29% | Add +0.1% | 39,013 | $2.3M |
| Anderson Hoagland & Co. | 0.23% | Reduce -77.6% | 39,005 | $2.3M |
| Benningfield Financial Advisors, LLC | 2.20% | — | 38,787 | $2.2M |
| Claris Advisors, LLC / Mo / | 0.84% | Add +4.2% | 38,343 | $2.2M |
| Whitcomb & Hess, Inc. | 0.68% | Add +11.2% | 37,945 | $2.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +12.1% | 37,918 | $2.2M |
| Advyzon Investment Management, LLC | 0.84% | — | 37,605 | $2.2M |
| Tandem Investment Partners LLC | 2.09% | — | 37,565 | $2.2M |
| BIP Alliance, LLC | 0.90% | — | 36,867 | $2.1M |
| Smithfield Trust Co | 0.10% | Add +816.6% | 36,253 | $2.1M |
| Summit Wealth & Retirement Planning, Inc. | 0.65% | Reduce -2.2% | 36,273 | $2.1M |
| Cornerstone Wealth Advisors, Inc. | 0.58% | Add +8.7% | 36,235 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.2% | 34,612 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -25.7% | 33,724 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +7.1% | 33,523 | $1.9M |
| World Investment Advisors | 0.05% | Reduce -81.9% | 32,868 | $1.9M |
| Sandy Spring Bank | 0.08% | Reduce -15.4% | 32,816 | $1.9M |
| OneAscent Family Office, LLC | 3.45% | — | 32,727 | $1.9M |
| CGN Advisors LLC | 0.18% | New | 32,676 | $1.9M |
| FFT Wealth Management LLC | 0.14% | Reduce -74.5% | 32,164 | $1.9M |
| TrueWealth Advisors, LLC | 0.62% | Add +22.1% | 32,099 | $1.9M |
| Rialto Wealth Management, LLC | 0.61% | — | 31,885 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.45% | Reduce -22.5% | 31,693 | $1.8M |
| Shayne & Jacobs, LLC | 0.47% | Add +38.4% | 31,180 | $1.8M |
| Kovack Advisors, Inc. | 0.18% | Add +0.6% | 31,059 | $1.8M |
| South Plains Financial, Inc. | 1.37% | — | 30,933 | $1.8M |
| Victory Financial Group, LLC | 0.46% | — | 30,348 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +84.1% | 30,148 | $1.7M |
| Wells Financial Advisors INC | 2.36% | Add +16.6% | 29,871 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -60.8% | 29,548 | $1.7M |
| Fagan Associates, Inc. | 0.26% | Reduce -4.1% | 28,073 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Reduce -22.3% | 28,067 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -20.6% | 27,895 | $1.6M |
| Compound Planning, Inc. | 0.08% | Reduce -8.6% | 27,558 | $1.6M |
| Cardiff Park Advisors, LLC | 0.15% | Add +70.0% | 27,260 | $1.6M |
| Essex Bank | 0.39% | Add +6.2% | 27,258 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | New | 26,993 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.51% | Add +18.8% | 26,972 | $1.6M |
| Breakwater Investment Management | 0.66% | Add +18.7% | 26,808 | $1.6M |
| FSC Wealth Advisors, LLC | 1.00% | Add +8.7% | 26,752 | $1.6M |
| Abacus Wealth Partners, LLC | 0.23% | No change | 26,342 | $1.5M |
| Ethic Inc. | 0.03% | No change | 26,342 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -2.2% | 26,316 | $1.5M |
| Lazard Asset Management LLC | 0.00% | No change | 26,279 | $1.5M |
| Thrive Capital Management, LLC | 0.70% | Add +29.8% | 26,167 | $1.5M |
| Proquility Private Wealth Partners, LLC | 0.49% | Reduce -4.8% | 25,990 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.25% | No change | 25,865 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -97.2% | 25,562 | $1.5M |
| Mechanics Financial Corp | 0.66% | Add +11.3% | 25,271 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +7.1% | 25,067 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.05% | Add +35.9% | 25,028 | $1.5M |
| First Financial Bankshares Inc | 0.03% | Add +183.5% | 24,798 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +13.9% | 24,631 | $1.4M |
| Parkside Advisors LLC | 0.33% | Add +74.3% | 23,900 | $1.4M |
| Ignite Planners, LLC | 0.30% | Add +8.5% | 23,865 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -28.6% | 23,442 | $1.4M |
| Fiduciary Trust Co | 0.02% | Add +16.1% | 22,578 | $1.3M |
| REAP Financial Group, LLC | 0.32% | Add +6.2% | 22,524 | $1.3M |
| E&G Advisors, LLC | 0.35% | No change | 22,505 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -2.2% | 22,676 | $1.3M |
| Archer Investment Management, LLC | 0.80% | — | 22,360 | $1.3M |
| Banque Pictet & Cie SA | 0.01% | Reduce -17.0% | 22,339 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.9% | 22,209 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +6.6% | 22,197 | $1.3M |
| Americana Partners, LLC | 0.05% | Reduce -0.0% | 22,056 | $1.3M |
| Pinnacle Bancorp, Inc. | 0.41% | Add +13.8% | 21,978 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +15.2% | 21,861 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +1.1% | 21,769 | $1.3M |
| Verity Asset Management, Inc. | 0.70% | Add +0.6% | 21,535 | $1.2M |
| Braun-Bostich & Associates Inc. | 0.90% | Add +1.9% | 21,433 | $1.2M |
| LCNB Corp. | 0.45% | Add +4.8% | 21,326 | $1.2M |
| Talon Private Wealth, LLC | 0.26% | Add +180.0% | 21,240 | $1.2M |
| FWG Investments, LLC. | 0.94% | Reduce -1.6% | 20,848 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 20,191 | $1.2M |
| Fiduciary Financial Group, LLC | 0.25% | Add +0.7% | 20,000 | $1.2M |
| First American Trust, FSB | 0.11% | Add +454.1% | 19,689 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -7.1% | 19,364 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.19% | Add +0.3% | 19,265 | $1.1M |
| LifeWealth Investments, LLC | 0.74% | — | 19,228 | $1.1M |
| Nwam LLC | 0.07% | Add +4.6% | 19,220 | $1.1M |
| Rothschild Wealth LLC | 0.32% | Add +2.3% | 18,988 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.47% | Reduce -2.4% | 18,929 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -77.0% | 18,841 | $1.1M |
| Gotham Asset Management | 0.01% | New | 18,844 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.15% | Reduce -38.8% | 18,652 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -35.0% | 18,440 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.8% | 18,227 | $1.1M |
| Ramiah Investment Group | 0.96% | Add +25.7% | 18,176 | $1.1M |
| Paragon Capital Management Ltd | 0.21% | Reduce -48.5% | 18,149 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.55% | Add +13.0% | 18,029 | $1.0M |
| Prime Buchholz LLC | 0.34% | — | 17,982 | $1.0M |
| Pines Wealth Management, LLC | 0.45% | — | 17,809 | $1.0M |
| Patten Group, Inc. | 0.23% | Add +117.8% | 17,650 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -0.0% | 17,018 | $1.0M |
| Forza Wealth Management, LLC | 0.46% | Reduce -2.4% | 17,500 | $1.0M |
| WESCAP Management Group, Inc. | 0.25% | Reduce -44.3% | 17,464 | $1.0M |
| Signal Advisors Wealth, LLC | 0.11% | Add +35.7% | 17,081 | $991K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 16,802 | $975K |
| Hunter Associates Investment Management LLC | 0.15% | Add +7.0% | 16,751 | $971K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -19.4% | 16,679 | $967K |
| Stephens Group Asset Management, LLC | 0.08% | Add +0.1% | 16,524 | $958K |
| Janus Henderson Group PLC | 0.00% | Reduce -9.5% | 16,412 | $952K |
| Lauterbach Financial Advisors, LLC | 0.58% | Add +12.1% | 16,347 | $948K |
| SWS Partners | 0.29% | Reduce -20.9% | 16,330 | $947K |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +16.8% | 16,300 | $945K |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | New | 16,070 | $932K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +22.5% | 15,880 | $921K |
| SkyOak Wealth, LLC | 0.20% | Add +22.4% | 15,751 | $914K |
| Clear Creek Financial Management, LLC | 0.10% | Add +0.4% | 15,689 | $910K |
| LifeGuide Financial Advisors, LLC | 0.39% | New | 15,477 | $898K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.6% | 15,388 | $893K |
| Aries Wealth Management | 0.24% | Add +0.1% | 14,826 | $860K |
| Croban | 0.84% | — | 14,803 | $859K |
| MMBG Investment Advisors Co. | 0.09% | New | 14,793 | $858K |
| Integrity Wealth Solutions LLC | 0.48% | Add +12.6% | 14,715 | $853K |
| Clarity Capital Advisors, LLC | 0.57% | Add +16.6% | 14,669 | $851K |
| Concord Wealth Partners | 0.14% | Reduce -42.4% | 14,491 | $840K |
| Compass Ion Advisors, LLC | 0.10% | No change | 14,381 | $834K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +50.5% | 14,271 | $828K |
| D.A. Davidson & Co. | 0.01% | Add +30.4% | 14,203 | $824K |
| Dai-ichi Life Holdings, Inc. | 0.90% | New | 14,200 | $820K |
| Natixis Advisors, LLC | 0.00% | Add +32.2% | 13,994 | $812K |
| Smartleaf Asset Management LLC | 0.08% | Reduce -9.2% | 13,836 | $803K |
| Wealthcare Capital Management LLC | 0.08% | Reduce -61.1% | 13,737 | $797K |
| Avior Wealth Management, LLC | 0.03% | Add +995.8% | 13,675 | $793K |
| Laraway Financial Advisors Inc | 0.61% | Reduce -3.6% | 13,542 | $785K |
| Sowell Financial Services LLC | 0.04% | New | 13,297 | $771K |
| Blossom Wealth Management | 1.48% | Add +60.6% | 13,275 | $770K |
| Uptick Partners, LLC | 0.28% | New | 13,219 | $767K |
| Keel Point, LLC | 0.06% | Reduce -46.1% | 13,196 | $765K |
| Houlihan Financial Resource Group, Ltd. | 0.32% | Reduce -3.5% | 13,038 | $756K |
| SouthState Bank Corp | 0.05% | Add +903.9% | 12,990 | $753K |
| Bison Wealth, LLC | 0.09% | — | 12,904 | $748K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +3.3% | 12,651 | $734K |
| Winch Advisory Services, LLC | 0.19% | Add +21.0% | 12,602 | $731K |
| CoreCap Advisors, LLC | 0.03% | Add +34.0% | 12,404 | $719K |
| Choreo, LLC | 0.01% | Reduce -7.8% | 12,313 | $714K |
| GTS Securities LLC | 0.03% | Reduce -30.8% | 12,300 | $713K |
| PFG Advisors | 0.04% | Add +63.1% | 12,250 | $710K |
| Chandler Asset Management, Inc. | 0.13% | Add +3.6% | 12,120 | $703K |
| Investment Advisory Group, LLC | 0.23% | Add +64.7% | 11,958 | $694K |
| Tiaa Trust, National Association | 0.00% | New | 11,834 | $686K |
| Olde Wealth Management, LLC | 0.24% | Reduce -1.2% | 11,811 | $685K |
| W.H. Cornerstone Investments Inc. | 0.46% | Add +12.3% | 11,787 | $684K |
| McAdam, LLC | 0.04% | Add +7.8% | 11,627 | $674K |
| Iron Gate Global Advisors LLC | 0.09% | Reduce -37.2% | 11,408 | $662K |
| Sachem Hill LLC | 0.13% | Add +104.1% | 11,049 | $641K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | New | 10,832 | $628K |
| Zhang Financial LLC | 0.04% | No change | 10,715 | $621K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -17.1% | 10,695 | $620K |
| Evolution Wealth Advisors, LLC | 0.10% | Reduce -8.8% | 10,449 | $606K |
| Composition Wealth, LLC | 0.01% | Reduce -39.4% | 10,425 | $605K |
| Thomasville National Bank | 0.04% | New | 10,358 | $601K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.4% | 10,228 | $593K |
| Aptus Capital Advisors, LLC | 0.01% | Add +153.1% | 10,152 | $589K |
| Evergreen Capital Management LLC | 0.02% | Reduce -9.4% | 10,095 | $586K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -5.8% | 10,021 | $581K |
| Lifeworks Advisors, LLC | 0.10% | Add +50.3% | 9,983 | $579K |
| Townsquare Capital LLC | 0.01% | Add +29.1% | 9,978 | $579K |
| Johnson Bixby & Associates, LLC | 0.09% | Reduce -0.3% | 9,906 | $575K |
| Power Wealth Management LLC | 0.23% | Reduce -5.7% | 9,588 | $556K |
| Flagstone Financial Management | 0.18% | Add +6.1% | 9,579 | $556K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +78.1% | 9,512 | $552K |
| Transce3nd, LLC | 0.19% | — | 9,437 | $548K |
| Private Portfolio Partners LLC | 0.10% | Add +20.5% | 9,425 | $547K |
| McLean Asset Management Corp | 0.16% | Add +66.6% | 9,372 | $544K |
| Financial Counselors Inc. | 0.01% | Reduce -69.8% | 9,318 | $540K |
| Cresset Asset Management, LLC | 0.00% | Add +70.5% | 9,157 | $531K |
| Gray Wealth Management Inc. | 0.20% | Add +32.2% | 9,123 | $529K |
| US Bancorp \de | 0.00% | Add +1.7% | 9,022 | $523K |
| Wedbush Securities Inc. | 0.02% | Add +50.0% | 8,944 | $519K |
| Axis Wealth Partners, LLC | 0.44% | — | 8,921 | $517K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 8,876 | $515K |
| Thompson David Blair | 0.37% | — | 8,876 | $515K |
| Hill Investment Group Partners, LLC | 0.07% | Add +10.2% | 8,793 | $510K |
| Clear Point Advisors Inc. | 0.43% | Reduce -17.7% | 8,709 | $505K |
| Boston Family Office LLC | 0.03% | Add +10.9% | 8,715 | $505K |
| Alteri Wealth LLC | 0.14% | — | 8,535 | $495K |
| Blueprint Investment Partners LLC | 0.08% | New | 8,442 | $490K |
| United Community Bank | 0.19% | Reduce -3.5% | 8,373 | $486K |
| Trust Co | 0.06% | Reduce -78.2% | 8,302 | $482K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Reduce -30.3% | 8,229 | $477K |
| Trivium Point Advisory, LLC | 0.06% | New | 8,178 | $474K |
| Westfuller Advisors, LLC | 0.30% | Reduce -2.6% | 8,132 | $472K |
| Meitav Investment House Ltd. | 0.01% | Add +27.8% | 8,116 | $470K |
| Quest 10 Wealth Builders, Inc. | 0.46% | — | 7,941 | $461K |
| Stevens Capital Partners | 0.20% | Add +13.9% | 7,807 | $453K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.8% | 7,790 | $451K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.8% | 7,572 | $439K |
| First Manhattan Co. Llc. | 0.00% | Add +20.2% | 7,533 | $437K |
| Enclave Advisors LLC | 0.07% | New | 7,445 | $432K |
| FC Advisory LLC | 0.14% | Add +7.6% | 7,431 | $431K |
| GAMMA Investing LLC | 0.04% | Add +173.8% | 7,354 | $427K |
| SigFig Wealth Management, LLC | 0.02% | New | 7,278 | $422K |
| Summit Global Investments | 0.03% | Add +1.2% | 7,248 | $420K |
| Quadrature Capital Ltd | 0.01% | New | 7,094 | $411K |
| Davidson Capital Management Inc. | 0.11% | Reduce -9.7% | 7,089 | $411K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 6,900 | $400K |
| Arax Advisory Partners | 0.03% | Reduce -65.3% | 6,897 | $400K |
| Modern Wealth Management, LLC | 0.01% | New | 6,843 | $397K |
| BIP Wealth, LLC | 0.03% | Add +65.1% | 6,800 | $394K |
| Rockwood Wealth Management, LLC | 0.04% | New | 6,783 | $394K |
| Focus Financial Network, Inc. | 0.02% | Reduce -7.7% | 6,770 | $393K |
| Parallel Advisors, LLC | 0.01% | Add +131.5% | 6,665 | $387K |
| Aspiriant, LLC | 0.01% | New | 6,572 | $381K |
| Continuum Advisory, LLC | 0.05% | Add +6.7% | 6,489 | $376K |
| Voisard Asset Management Group, Inc. | 0.13% | Reduce -39.2% | 6,480 | $376K |
| Prairieview Wealth Partners, LLC | 0.41% | Reduce -23.5% | 6,479 | $376K |
| IVC Wealth Advisors LLC | 0.21% | Add +9.4% | 6,474 | $375K |
| Syon Capital LLC | 0.03% | Reduce -76.7% | 6,419 | $372K |
| Caldwell Trust Co | 0.04% | New | 6,410 | $372K |
| Waverly Advisors, LLC | 0.01% | Reduce -8.0% | 6,346 | $368K |
| Crewe Advisors LLC | 0.05% | No change | 6,253 | $363K |
| Guidance Point Advisors, LLC | 0.10% | Add +4.8% | 6,190 | $359K |
| Rockbridge Investment Management, LCC | 0.05% | Add +2.3% | 6,168 | $358K |
| Ieq Capital, LLC | 0.00% | Reduce -33.9% | 6,159 | $357K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -9.0% | 6,117 | $355K |
| Schulz Wealth, LTD. | 0.27% | Reduce -12.1% | 6,117 | $355K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 6,068 | $352K |
| ETF Store, Inc. | 0.44% | Reduce -42.2% | 6,058 | $351K |
| Argent Trust Co | 0.01% | New | 6,050 | $351K |
| Baker Avenue Asset Management, LP | 0.01% | Add +18.9% | 6,002 | $348K |
| XTX Topco Ltd | 0.03% | New | 5,902 | $342K |
| Warner Financial, Inc. | 0.15% | Add +19.1% | 5,859 | $340K |
| Core Wealth Partners LLC | 0.19% | Add +0.6% | 5,841 | $339K |
| ORG Partners LLC | 0.05% | Reduce -5.5% | 5,800 | $336K |
| IHT Wealth Management, LLC | 0.01% | Reduce -43.3% | 5,793 | $336K |
| Vista Capital Partners, Inc. | 0.04% | New | 5,792 | $336K |
| SBI Securities Co., Ltd. | 0.01% | — | 5,780 | $335K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +17.1% | 5,726 | $332K |
| Fairview Capital Investment Management, LLC | 0.02% | New | 5,697 | $330K |
| GeoWealth Management, LLC | 0.01% | Reduce -74.0% | 5,531 | $321K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.4% | 5,508 | $319K |
| Treynor Bancshares, Inc. | 0.34% | New | 5,508 | $319K |
| Arlington Financial Advisors, LLC | 0.06% | No change | 5,428 | $315K |
| Arkadios Wealth Advisors | 0.02% | Reduce -31.3% | 5,407 | $314K |
| InTrack Investment Management Inc | 0.22% | Reduce -26.3% | 5,400 | $310K |
| Maripau Wealth Management LLC | 0.18% | New | 5,338 | $310K |
| Global Assets Advisory, LLC | 0.17% | New | 5,290 | $307K |
| Keb Asset Management, LLC | 0.09% | New | 5,277 | $306K |
| Lloyd Advisory Services, LLC. | 0.14% | Reduce -21.5% | 5,266 | $305K |
| Waller Financial Planning Group, Inc. | 0.08% | Add +8.2% | 5,238 | $304K |
| Equita Financial Network, Inc. | 0.11% | No change | 5,230 | $303K |
| Evercore Wealth Management, LLC | 0.00% | New | 5,197 | $301K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -8.0% | 5,194 | $301K |
| Integrated Investment Consultants, LLC | 0.06% | Add +9.6% | 5,190 | $301K |
| SageView Advisory Group, LLC | 0.01% | Add +11.1% | 5,178 | $300K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 5,175 | $300K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 5,158 | $299K |
| Sharkey, Howes & Javer | 0.04% | Add +11.1% | 5,089 | $295K |
| Cadence Bank | 0.02% | Add +0.7% | 5,050 | $293K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +29.0% | 5,029 | $292K |
| Disciplined Investments, LLC | 0.14% | New | 4,987 | $289K |
| Calamos Wealth Management LLC | 0.01% | Add +0.1% | 4,986 | $289K |
| American Financial Advisors, LLC | 0.04% | Reduce -25.8% | 4,949 | $287K |
| Brighton Jones LLC | 0.01% | New | 4,944 | $287K |
| Natural Investments, LLC | 0.08% | — | 4,895 | $283K |
| BWM Planning, LLC | 0.12% | No change | 4,876 | $283K |
| Plan A Wealth LLC | 0.26% | — | 4,829 | $280K |
| Sigma Planning Corp | 0.01% | New | 4,788 | $278K |
| Financial Council, LLC | 0.14% | Add +0.1% | 4,765 | $276K |
| Texas Bank & Trust Co | 0.11% | — | 4,755 | $276K |
| River Street Advisors LLC | 0.14% | Reduce -71.7% | 4,752 | $276K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +1.4% | 4,725 | $274K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $273K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.5% | 4,658 | $270K |
| Global Retirement Partners, LLC | 0.01% | Reduce -7.4% | 4,609 | $267K |
| Stonebridge Financial Group, LLC | 0.03% | — | 4,574 | $265K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 4,567 | $265K |
| Root Financial Partners, LLC | 0.03% | New | 4,535 | $263K |
| Verisail Partners, LLC | 0.12% | — | 4,477 | $260K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -13.3% | 4,477 | $260K |
| Titleist Asset Management, LLC | 0.03% | Add +21.6% | 4,434 | $257K |
| Cibc World Market Inc. | 0.00% | New | 4,424 | $257K |
| Meridian Wealth Partners, LLC | 0.04% | New | 4,324 | $251K |
| Meyer Handelman Co. | 0.01% | No change | 4,296 | $249K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -7.5% | 4,284 | $248K |
| National Philanthropic Trust | 0.00% | New | 4,246 | $246K |
| Strait & Sound Wealth Management LLC | 0.11% | Reduce -3.0% | 4,237 | $246K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -1.3% | 4,224 | $245K |
| BLB&B Advisors, LLC | 0.01% | New | 4,211 | $244K |
| ARK & TLK Investments, LLC | 0.08% | No change | 4,206 | $244K |
| Astra Wealth Partners LLC | 0.23% | — | 4,175 | $242K |
| SwitchPoint Financial Planning, LLC | 0.23% | — | 4,149 | $241K |
| PFG Investments, LLC | 0.01% | Reduce -3.9% | 4,135 | $240K |
| IFG Advisors, LLC | 0.05% | New | 4,112 | $238K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.9% | 4,066 | $236K |
| Sunflower Bank, N.A. | 0.07% | Reduce -1.5% | 4,048 | $235K |
| Greenspring Advisors, LLC | 0.05% | No change | 3,971 | $230K |
| Rehmann Capital Advisory Group | 0.01% | New | 3,965 | $230K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -7.2% | 3,957 | $230K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -7.1% | 3,945 | $229K |
| Swmg, LLC | 0.09% | Add +7.4% | 3,920 | $227K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -0.6% | 3,874 | $225K |
| Latitude Advisors, LLC | 0.13% | Reduce -12.2% | 3,862 | $224K |
| Howard Wealth Management, LLC | 0.12% | New | 3,840 | $223K |
| Columbus Macro, LLC | 0.03% | No change | 3,785 | $220K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,758 | $218K |
| Successful Portfolios LLC | 0.14% | New | 3,720 | $216K |
| Pure Portfolios Holdings LLC | 0.08% | Add +10.1% | 3,676 | $213K |
| Crews Bank & Trust | 0.04% | — | 3,650 | $212K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -61.5% | 3,628 | $210K |
| One Day In July LLC | 0.02% | Reduce -20.0% | 3,619 | $210K |
| AA Financial Advisors, LLC | 0.06% | No change | 3,583 | $208K |
| GenWealth Group, Inc. | 0.05% | New | 3,530 | $205K |
| Parkworth Wealth Management, Inc. | 0.17% | — | 3,463 | $201K |
| Allie Family Office LLC | 0.11% | New | 3,456 | $200K |
| Wingate Wealth Advisors, Inc. | 0.20% | — | 3,438 | $199K |
| Caitlin John, LLC | 0.14% | No change | 3,435 | $199K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 3,400 | $198K |
| FLP Wealth Management, LLC | 0.50% | — | 3,405 | $198K |
| Golden State Wealth Management, LLC | 0.03% | — | 3,158 | $183K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.1% | 3,011 | $174K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 3,000 | $174K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 2,965 | $172K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +6.4% | 2,776 | $161K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -89.4% | 2,706 | $157K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $156K |
| Headlands Technologies LLC | 0.02% | Add +440.2% | 2,674 | $155K |
| AlphaMark Advisors, LLC | 0.07% | Reduce -9.6% | 2,646 | $153K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +331.8% | 2,565 | $149K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,500 | $145K |
| BlackRock, Inc. | 0.00% | New | 2,476 | $144K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -72.9% | 2,456 | $142K |
| Ransom Advisory, Ltd | 0.06% | No change | 2,420 | $140K |
| Bogart Wealth, LLC | 0.01% | No change | 2,337 | $136K |
| First PREMIER Bank | 0.03% | Reduce -28.7% | 2,276 | $132K |
| Webster Bank, N. A. | 0.01% | Add +4.0% | 2,275 | $132K |
| Towne Trust Company, N.A | 0.04% | Add +1881.8% | 2,180 | $126K |
| Tucker Asset Management LLC | 0.03% | New | 2,096 | $122K |
| Decker Retirement Planning Inc. | 0.07% | — | 2,032 | $118K |
| Kathleen S. Wright Associates Inc. | 0.05% | Reduce -8.3% | 2,000 | $116K |
| Private Trust Co. NA | 0.01% | Reduce -34.9% | 1,979 | $115K |
| Avion Wealth | 0.03% | Add +85.2% | 1,974 | $114K |
| Eastern Bank | 0.00% | No change | 1,930 | $112K |
| Private Capital Management LLC | 0.02% | No change | 1,887 | $109K |
| Federated Hermes, Inc. | 0.00% | New | 1,838 | $107K |
| First Pacific Financial | 0.02% | Add +142.0% | 1,815 | $105K |
| Synergy Investment Management, LLC | 0.04% | — | 1,795 | $104K |
| Sound Income Strategies, LLC | 0.01% | Add +13.4% | 1,714 | $99K |
| Fortitude Family Office, LLC | 0.04% | No change | 1,700 | $99K |
| National Bank of Canada | 0.00% | Add +3.3% | 1,590 | $92K |
| Elevation Wealth Partners, LLC | 0.04% | New | 1,510 | $88K |
| Pineridge Advisors LLC | 0.03% | Reduce -11.5% | 1,449 | $84K |
| Capital Analysts, LLC | 0.00% | Reduce -4.5% | 1,446 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $82K |
| Pacifica Partners Inc. | 0.03% | Reduce -1.4% | 1,330 | $77K |
| NorthRock Partners, LLC | 0.00% | Reduce -13.9% | 1,326 | $77K |
| Evelyn Partners Asset Management Ltd | 0.02% | — | 1,315 | $76K |
| Howe & Rusling Inc. | 0.01% | Add +363.8% | 1,294 | $75K |
| High Note Wealth, LLC | 0.02% | New | 1,267 | $73K |
| Fifth Third Bancorp | 0.00% | Add +75.5% | 1,132 | $66K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,080 | $63K |
| CENTRAL TRUST Co | 0.00% | Add +6606.3% | 1,073 | $62K |
| Bessemer Group Inc. | 0.00% | Reduce -2.2% | 1,013 | $59K |
| Trust Co. of Vermont | 0.00% | No change | 1,016 | $59K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -15.9% | 1,005 | $58K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 996 | $58K |
| WealthShield Partners, LLC | 0.01% | No change | 980 | $57K |
| Cape Investment Advisory, Inc. | 0.02% | Add +28.1% | 971 | $56K |
| Oarsman Capital, Inc. | 0.01% | No change | 907 | $53K |
| Fairway Wealth LLC | 0.02% | New | 885 | $51K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.2% | 832 | $48K |
| Signaturefd, LLC | 0.00% | Reduce -7.7% | 814 | $47K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 795 | $46K |
| Lowe Wealth Advisors, LLC | 0.02% | New | 742 | $43K |
| Financial Gravity Companies, Inc. | 0.01% | Add +55.8% | 712 | $41K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 701 | $41K |
| 2UniFi Bank | 0.03% | — | 683 | $40K |
| Colonial Trust Co / SC | 0.01% | No change | 643 | $37K |
| WASHINGTON TRUST Co | 0.00% | Reduce -20.8% | 621 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -43.8% | 611 | $35K |
| AllSquare Wealth Management LLC | 0.02% | No change | 607 | $35K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $31K |
| YANKCOM Partnership | 0.02% | — | 512 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -13.5% | 481 | $28K |
| Kestra Investment Management, LLC | 0.00% | New | 477 | $28K |
| Bokf, NA | 0.00% | Reduce -91.0% | 475 | $27K |
| New Republic Capital, LLC | 0.02% | No change | 453 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1071.0% | 445 | $26K |
| Spire Wealth Management | 0.00% | Reduce -7.9% | 408 | $24K |
| Castleview Partners, LLC | 0.01% | No change | 407 | $24K |
| Beacon Capital Management, LLC | 0.00% | Reduce -34.5% | 401 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 396 | $23K |
| Hopwood Financial Services, Inc. | 0.02% | — | 395 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 392 | $23K |
| WR Wealth Planners, LLC | 0.01% | Reduce -60.2% | 390 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 366 | $21K |
| Fairman Group, LLC | 0.02% | No change | 355 | $21K |
| True Wealth Design, LLC | 0.01% | New | 348 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -5.2% | 348 | $20K |
| Security National Bank | 0.00% | New | 335 | $19K |
| Anchor Investment Management, LLC | 0.00% | Reduce -22.1% | 334 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 327 | $19K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 319 | $19K |
| Financial Life Planners | 0.02% | — | 317 | $18K |
| Global Trust Asset Management, LLC | 0.01% | No change | 313 | $18K |
| MRP Capital Investments, LLC | 0.02% | No change | 311 | $18K |
| Godsey & Gibb, Inc. | 0.00% | No change | 290 | $17K |
| Sachetta, LLC | 0.01% | No change | 288 | $17K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.2% | 254 | $15K |
| Independence Bank of Kentucky | 0.00% | New | 250 | $15K |
| Venturi Wealth Management, LLC | 0.00% | No change | 229 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 233 | $13K |
| PSI Advisors, LLC | 0.00% | New | 224 | $13K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| Ridgewood Investments LLC | 0.01% | No change | 198 | $11K |
| BankPlus Trust Department | 0.00% | — | 180 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -17.1% | 174 | $10K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 161 | $9K |
| Barrett & Company, Inc. | 0.00% | New | 147 | $9K |
| Hemington Wealth Management | 0.00% | No change | 143 | $8K |
| New Millennium Group LLC | 0.00% | Add +140.3% | 137 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 136 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.5% | 132 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | New | 103 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 102 | $6K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 97 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Atlatl Advisers LLC | 0.00% | — | 98 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -69.4% | 89 | $5K |
| McIlrath & Eck, LLC | 0.00% | Reduce -74.2% | 88 | $5K |
| Asset Dedication, LLC | 0.00% | New | 82 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Add +2.9% | 72 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 67 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 64 | $4K |
| Synergy Asset Management, LLC | 0.00% | New | 59 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 61 | $4K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Truvestments Capital LLC | 0.00% | Add +10.2% | 54 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 52 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 44 | $3K |
| Mainstream Capital Management LLC | 0.00% | New | 43 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 43 | $2K |
| Key Financial Inc | 0.00% | Add +50.0% | 39 | $2K |
| Archer Investment Corp | 0.00% | No change | 38 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 36 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -36.8% | 24 | $2K |
| Topsail Wealth Management, LLC | 0.00% | — | 33 | $2K |
| Roxbury Financial LLC | 0.00% | — | 30 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 28 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 24 | $1K |
| Tower View Wealth Management LLC | 0.00% | New | 20 | $1K |
| Logan Capital Management Inc. | 0.00% | New | 18 | $1K |
| Capital & Planning, LLC | 0.00% | — | 17 | $986 |
| EPG Wealth Management LLC | 0.00% | No change | 16 | $928 |
| Investment Counsel Co. of Nevada | 0.00% | — | 5 | $290 |
| Orion Capital Management LLC | 0.00% | New | 4 | $232 |
| Rakuten Securities, Inc. | 0.00% | Add +300.0% | 4 | $232 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $120 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.