Vanguard Intermediate-Term TVGITETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 808 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, down 1 from Q4 2024. 89 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($4.6B), Bank of America Corp. ($2.7B) and Morgan Stanley ($1.4B). 5 famous investors held it, including Ken Fisher (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $96.8M |
| Exits | 78 | $230.0M |
All 13F filers, Q4 2024 → Q1 2025: 36,088,695 shares bought and 43,421,658 shares sold, net −7,332,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 808 holders
| JPMorgan Chase & Co. | 0.35% | Add +17.9% | 77,458,516 | $4.6B |
| Bank of America Corp. | 0.24% | Reduce -28.8% | 45,610,372 | $2.7B |
| Morgan Stanley | 0.10% | Add +6.3% | 23,931,107 | $1.4B |
| Empower Advisory Group, LLC | 3.54% | Add +6.9% | 18,245,406 | $1.1B |
| Creative Planning | 0.77% | Add +8.1% | 13,762,501 | $817.5M |
| SCS Capital Management LLC | 8.11% | Add +2.1% | 10,725,550 | $637.1M |
| FMR LLC | 0.04% | Reduce -32.6% | 9,573,179 | $568.6M |
| Focus Partners Wealth | 1.20% | Add +3.0% | 8,078,018 | $479.8M |
| Nepc LLC | 10.45% | Reduce -5.2% | 6,354,852 | $377.5M |
| Fisher Asset Management | 0.16% | Reduce -5.7% | 6,101,947 | $362.5M |
| Blue Trust, Inc. | 4.34% | Add +2.7% | 5,701,984 | $338.7M |
| State Street Corp. | 0.01% | No change | 5,500,000 | $326.7M |
| Focus Partners Advisor Solutions, LLC | 4.90% | Add +14.2% | 5,429,371 | $322.5M |
| Rwa Wealth Partners, LLC | 3.66% | Reduce -43.5% | 4,886,694 | $290.3M |
| Heritage Financial Services, LLC | 24.88% | Add +51.6% | 4,231,512 | $251.4M |
| Ameriprise Financial Inc. | 0.07% | Reduce -22.8% | 4,110,840 | $244.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +33.9% | 3,523,859 | $209.3M |
| UBS Group AG | 0.04% | Add +4.3% | 3,319,219 | $197.2M |
| Cambridge Associates LLC /Ma/ | 5.16% | Add +86.5% | 3,026,348 | $179.8M |
| Valmark Advisers, Inc. | 2.50% | Add +10.7% | 2,782,017 | $165.3M |
| HighTower Advisors, LLC | 0.21% | Reduce -0.5% | 2,566,241 | $152.4M |
| Cerity Partners LLC | 0.31% | Add +8.5% | 2,527,046 | $150.1M |
| Midland Wealth Advisors, LLC | 8.56% | Reduce -2.1% | 2,448,035 | $145.4M |
| Corient Private Wealth LP | 0.22% | Add +27.5% | 2,297,530 | $136.5M |
| Raymond James Financial Inc. | 0.05% | Add +35.7% | 2,223,049 | $132.0M |
| Wells Fargo & Company | 0.03% | Reduce -16.3% | 2,197,653 | $130.5M |
| Foster Group, Inc. | 4.88% | Add +2.1% | 2,194,151 | $130.3M |
| Strategic Financial Services, Inc. | 7.55% | Add +11.9% | 2,171,286 | $129.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.7% | 2,011,924 | $119.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.18% | Add +67.7% | 1,964,943 | $116.7M |
| Summit Trail Advisors, LLC | 3.64% | Reduce -51.0% | 1,859,326 | $110.4M |
| LPL Financial LLC | 0.04% | Add +2.5% | 1,795,086 | $106.6M |
| Bangor Savings Bank | 9.82% | Add +15.6% | 1,751,162 | $104.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -16.0% | 1,668,645 | $99.1M |
| First Interstate Bank | 5.78% | Add +25.2% | 1,629,263 | $96.8M |
| Valeo Financial Advisors, LLC | 2.47% | Add +6.0% | 1,487,258 | $88.3M |
| Gitterman Wealth Management, LLC | 21.62% | Reduce -23.6% | 1,370,356 | $81.4M |
| Cetera Investment Advisers | 0.15% | Add +5.5% | 1,304,800 | $77.5M |
| NorthCoast Asset Management LLC | 0.36% | Reduce -8.2% | 1,216,937 | $72.3M |
| Burney Co./ | 2.60% | Add +17.0% | 1,201,920 | $71.4M |
| Badgley Phelps Wealth Managers, LLC | 1.58% | Add +59.3% | 1,099,429 | $65.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +0.8% | 1,083,000 | $64.3M |
| Sand Hill Global Advisors, LLC | 2.63% | Add +1735.0% | 1,075,390 | $63.9M |
| Jordan Park Group LLC | 4.43% | Reduce -19.7% | 1,026,369 | $61.0M |
| RiverFront Investment Group, LLC | 1.35% | Add +99.8% | 1,017,616 | $60.4M |
| Permanent Capital Management, LP | 17.29% | Reduce -6.4% | 1,015,724 | $60.3M |
| Truist Financial Corp. | 0.10% | Add +36.9% | 1,001,054 | $59.5M |
| Brandywine Oak Private Wealth LLC | 5.77% | Reduce -0.1% | 989,736 | $58.8M |
| Proffitt & Goodson Inc. | 9.32% | Add +43.5% | 953,471 | $56.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.76% | Reduce -13.1% | 913,514 | $54.3M |
| Hanson & Doremus Investment Management | 7.87% | Add +9.9% | 907,329 | $53.9M |
| Cardinal Point Capital Management ULC | 4.95% | Add +3.8% | 907,306 | $53.9M |
| Libra Wealth LLC | 19.69% | Add +6.2% | 883,344 | $52.5M |
| Constellation Investments, Inc. | 2.44% | No change | 865,000 | $51.4M |
| Cliffwater LLC | 11.92% | No change | 767,859 | $45.6M |
| Opus Capital Group, LLC | 5.86% | Add +1.4% | 766,107 | $45.5M |
| PrairieView Partners, LLC | 4.60% | Add +0.5% | 742,521 | $44.1M |
| Northwest Wealth Management, LLC | 8.77% | Add +19.7% | 741,353 | $44.0M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 728,970 | $43.3M |
| Citigroup Inc. | 0.03% | Add +339.2% | 687,013 | $40.8M |
| Flputnam Investment Management Co. | 0.73% | Add +6.5% | 659,753 | $39.2M |
| Kathmere Capital Management, LLC | 3.32% | Reduce -5.5% | 656,681 | $39.0M |
| Partners Capital Investment Group, LLP | 0.65% | Reduce -35.3% | 647,546 | $38.5M |
| Portland Global Advisors LLC | 4.69% | Add +4.7% | 626,132 | $37.2M |
| Birchbrook, Inc. | 20.76% | Reduce -2.1% | 621,992 | $36.9M |
| Oakworth Capital, Inc. | 2.49% | Add +1.5% | 602,739 | $35.8M |
| Cable Hill Partners, LLC | 3.49% | Add +5.4% | 596,112 | $35.7M |
| Vident Advisory, LLC | 0.51% | Add +33.1% | 591,745 | $35.1M |
| Vanguard Group Inc. | 0.00% | Add +10.8% | 582,202 | $34.6M |
| AE Wealth Management LLC | 0.29% | Add +7.9% | 580,520 | $34.5M |
| MilWealth Group LLC | 9.35% | Add +1.1% | 571,279 | $33.9M |
| GLOBALT Investments LLC / GA | 1.39% | Add +0.3% | 571,212 | $33.9M |
| Tanglewood Wealth Management, Inc. | 3.74% | Reduce -24.2% | 559,633 | $33.2M |
| Jackson Thornton Wealth Management, LLC | 4.41% | Add +1.3% | 559,865 | $33.2M |
| Traphagen Investment Advisors LLC | 3.45% | Add +10.8% | 556,957 | $33.1M |
| New York Life Investment Management LLC | 0.34% | Add +327.2% | 556,544 | $33.1M |
| Albion Financial Group | 2.33% | Add +4.9% | 554,166 | $32.9M |
| Evergreen Advisors, LLC | 9.11% | Add +0.2% | 552,207 | $32.8M |
| Alaethes Wealth, LLC | 11.41% | Add +603.0% | 524,621 | $31.2M |
| Mather Group, Llc. | 0.35% | Reduce -42.1% | 515,700 | $30.6M |
| Kestra Advisory Services, LLC | 0.15% | Add +22.8% | 506,082 | $30.1M |
| Private Advisor Group, LLC | 0.18% | Add +73.5% | 502,258 | $29.8M |
| Towneley Capital Management, Inc / DE | 6.79% | Add +3.4% | 488,406 | $29.0M |
| Robertson Stephens Wealth Management, LLC | 1.08% | Add +3307.1% | 486,226 | $28.9M |
| Roundview Capital LLC | 2.07% | Add +7.1% | 483,880 | $28.7M |
| Captrust Financial Advisors | 0.07% | Add +818.3% | 480,252 | $28.5M |
| BSW Wealth Partners | 4.18% | Add +8.2% | 463,861 | $27.6M |
| Wooster Corthell Wealth Management, Inc. | 5.57% | Reduce -1.8% | 457,912 | $27.2M |
| Emprise Bank | 14.55% | Add +16.4% | 457,683 | $27.2M |
| Cape Cod Five Cents Savings Bank | 2.46% | No change | 445,355 | $26.9M |
| Osaic Holdings, Inc. | 0.06% | Add +93.3% | 440,824 | $26.2M |
| Mariner, LLC | 0.04% | Add +1.7% | 433,072 | $25.7M |
| Cypress Financial Planning LLC | 8.73% | Add +1.1% | 407,309 | $24.2M |
| 1834 Investment Advisors Co. | 3.03% | Reduce -2.2% | 395,902 | $23.5M |
| Gunma Bank,Ltd. | 7.56% | No change | 395,000 | $23.5M |
| Pathstone Holdings, LLC | 0.10% | Add +4.3% | 386,598 | $23.0M |
| Secure Asset Management, LLC | 4.62% | Add +278.3% | 385,289 | $22.9M |
| Foundations Investment Advisors, LLC | 0.42% | Add +6.4% | 385,096 | $22.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +11.6% | 384,697 | $22.8M |
| Baird Financial Group, Inc. | 0.04% | Add +10.1% | 382,312 | $22.7M |
| 3EDGE Asset Management, LP | 1.53% | Add +76.3% | 380,214 | $22.5M |
| Creative Financial Designs Inc. | 1.80% | Add +6.4% | 379,557 | $22.5M |
| RKL Wealth Management LLC | 2.08% | Add +16.4% | 370,882 | $22.0M |
| Arista Wealth Management, LLC | 5.33% | Add +2.3% | 370,268 | $22.0M |
| Kondo Wealth Advisors, Inc. | 10.67% | Add +9.3% | 364,268 | $21.6M |
| United Wealth Management, LLC | 6.51% | Add +0.7% | 350,070 | $20.8M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -3.0% | 351,372 | $20.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.3% | 345,091 | $20.5M |
| Comerica Bank | 0.08% | Add +399.1% | 337,376 | $20.0M |
| Farther Finance Advisors, LLC | 0.51% | Add +16.0% | 333,882 | $19.8M |
| Private Wealth Management Group, LLC | 7.27% | Add +5.2% | 331,807 | $19.7M |
| Old National Bancorp | 0.52% | Add +1.3% | 331,801 | $19.7M |
| OneAscent Financial Services LLC | 1.21% | Reduce -33.3% | 312,866 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +13.3% | 313,119 | $18.6M |
| Allworth Financial LP | 0.10% | Add +8.6% | 311,481 | $18.5M |
| Nova R Wealth, Inc. | 9.08% | Reduce -13.7% | 308,662 | $18.3M |
| Park Avenue Securities LLC | 0.22% | Reduce -3.5% | 306,992 | $18.2M |
| Exchange Traded Concepts, LLC | 0.32% | Reduce -18.0% | 302,840 | $18.0M |
| Pathway Financial Advisors LLC | 3.20% | Add +356.1% | 299,328 | $17.8M |
| Addison Advisors LLC | 4.75% | Reduce -8.1% | 293,041 | $17.4M |
| Wade Financial Advisory, Inc | 5.77% | Add +1.0% | 283,598 | $16.8M |
| Roble, Belko & Company, Inc | 2.68% | Add +2.0% | 282,462 | $16.8M |
| WBH Advisory Inc. | 1.55% | Add +18.0% | 279,885 | $16.6M |
| Modern Wealth Management, LLC | 0.52% | Add +3875.8% | 272,066 | $16.2M |
| Cwm, LLC | 0.06% | Add +1335.6% | 270,476 | $16.1M |
| Evoke Wealth, LLC | 0.42% | Add +2.2% | 270,074 | $16.0M |
| Sage Mountain Advisors LLC | 1.17% | Add +22.1% | 267,815 | $15.9M |
| 25 LLC | 6.55% | Add +4.2% | 266,652 | $15.8M |
| Capital Investment Services of America, Inc. | 1.58% | Add +2.0% | 261,741 | $15.5M |
| Morningstar Investment Services LLC | 2.85% | Reduce -28.5% | 261,544 | $15.5M |
| Staley Capital Advisers Inc. | 0.70% | Add +0.2% | 260,329 | $15.5M |
| Bank of Montreal | 0.01% | Add +24.0% | 258,103 | $15.3M |
| Roth Financial Partners LLC | 5.95% | Add +9.0% | 253,463 | $15.1M |
| Hassell Wealth Management, LLC | 6.39% | Add +6.6% | 253,428 | $15.0M |
| Stratos Wealth Advisors, LLC | 0.81% | Reduce -0.2% | 249,410 | $14.8M |
| Montag A & Associates Inc. | 0.74% | Reduce -0.8% | 248,817 | $14.8M |
| MML Investors Services, LLC | 0.05% | Add +6.5% | 247,965 | $14.7M |
| Atria Investments, Inc | 0.19% | Reduce -64.6% | 246,601 | $14.6M |
| OneAscent Investment Solutions LLC | 17.30% | — | 245,327 | $14.6M |
| Longview Financial Advisors LLC | 9.62% | Add +0.8% | 245,308 | $14.6M |
| Peirce Capital Management, LLC | 7.01% | Reduce -6.9% | 238,529 | $14.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.1% | 237,096 | $14.1M |
| Family Wealth Partners, LLC | 6.42% | Add +8.9% | 236,874 | $14.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 236,330 | $14.0M |
| Baldwin Wealth Partners LLC | 0.96% | Add +8.3% | 229,246 | $13.6M |
| Ami Investment Management Inc. | 4.38% | Add +6.3% | 228,727 | $13.6M |
| Jones Financial Companies LLLP | 0.01% | Add +13.3% | 225,999 | $13.4M |
| Michael A. Dubis Financial Planning, LLC | 12.94% | Add +4.2% | 224,500 | $13.3M |
| Mayport, LLC | 3.64% | Add +11.7% | 222,155 | $13.2M |
| Empowered Funds, LLC | 0.19% | Add +5.5% | 222,643 | $13.2M |
| North Ridge Wealth Advisors, Inc. | 8.27% | Add +6.0% | 208,332 | $12.4M |
| Elevate Wealth Advisory, Inc. | 8.70% | Add +1.1% | 206,725 | $12.3M |
| Dakota Wealth Management | 0.27% | Add +8.4% | 196,944 | $11.7M |
| Salomon & Ludwin, LLC | 1.25% | Add +10.1% | 196,637 | $11.7M |
| Kings Path Partners LLC | 5.55% | Add +8.5% | 190,977 | $11.3M |
| Adams Wealth Management | 2.21% | New | 189,577 | $11.3M |
| CacheTech Inc. | 2.19% | New | 200,305 | $11.3M |
| Newport Capital Group, LLC | 7.91% | Add +4.6% | 185,025 | $11.0M |
| Beverly Hills Private Wealth, LLC | 2.18% | Add +29.8% | 183,807 | $10.9M |
| Vernal Point Advisors, LLC | 7.22% | Add +2.8% | 183,547 | $10.9M |
| Lowe Brockenbrough & Co. Inc. | 0.72% | Add +3.8% | 183,104 | $10.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.7% | 182,805 | $10.9M |
| MainStreet Investment Advisors LLC | 1.58% | Reduce -4.4% | 182,406 | $10.8M |
| Seaside Wealth Management, Inc. | 3.86% | Add +5.0% | 182,083 | $10.8M |
| Bremer Bank National Association | 1.92% | No change | 181,149 | $10.8M |
| Founders Grove Wealth Partners, LLC | 2.94% | Add +8.7% | 177,740 | $10.6M |
| EverSource Wealth Advisors, LLC | 0.57% | Reduce -0.3% | 174,847 | $10.4M |
| MassMutual Private Wealth & Trust, FSB | 0.30% | Reduce -4.8% | 172,433 | $10.2M |
| Garde Capital, Inc. | 0.58% | New | 170,646 | $10.1M |
| Assetmark, Inc. | 0.03% | Reduce -5.1% | 167,923 | $10.0M |
| Aerodigm Wealth, LLC | 5.46% | Add +11.2% | 164,845 | $9.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +30.1% | 164,840 | $9.8M |
| Squire Investment Management Company, LLC | 4.05% | Add +17.1% | 163,715 | $9.7M |
| First Affirmative Financial Network | 5.94% | Add +2.0% | 163,200 | $9.7M |
| Providence First Trust Co | 3.91% | Reduce -1.6% | 162,252 | $9.6M |
| Tillman Hartley LLC | 2.78% | Reduce -3.9% | 161,062 | $9.6M |
| Apella Capital, LLC | 0.33% | Add +4.8% | 161,356 | $9.5M |
| Archford Capital Strategies, LLC | 1.39% | Reduce -8.2% | 160,140 | $9.5M |
| Hilton Capital Management, LLC | 0.80% | New | 159,260 | $9.5M |
| Souders Financial Advisors | 1.32% | Add +12.0% | 158,657 | $9.4M |
| Cravens & Co Advisors, LLC | 7.23% | Reduce -3.5% | 156,651 | $9.3M |
| StrongBox Wealth, LLC | 3.82% | Add +2.1% | 154,160 | $9.2M |
| Sharp Wealth Advisory, LLC | 6.94% | Reduce -2.0% | 152,578 | $9.1M |
| Friday Financial | 5.27% | Add +29.5% | 148,666 | $8.8M |
| Sellwood Investment Partners LLC | 4.52% | Add +1.5% | 145,738 | $8.7M |
| AQR Capital Management | 0.01% | Add +7.3% | 144,282 | $8.6M |
| Shotwell Rutter Baer Inc | 7.27% | Add +1.7% | 137,538 | $8.2M |
| Brickley Wealth Management | 1.70% | Add +2.5% | 137,959 | $8.2M |
| Brady Martz Wealth Solutions, LLC | 1.84% | Add +117.2% | 137,125 | $8.1M |
| Buska Wealth Management, LLC | 2.51% | Add +16.6% | 134,945 | $8.0M |
| Rogco, LP | 3.21% | Add +4.1% | 134,854 | $8.0M |
| Axos Invest Inc. | 6.15% | Reduce -6.4% | 133,582 | $7.9M |
| R. W. Roge & Company, Inc. | 4.33% | Add +12.9% | 133,193 | $7.9M |
| Websterrogers Financial Advisors, LLC | 2.68% | Add +51.2% | 132,328 | $7.9M |
| Poinciana Advisors Group, LLC | 8.08% | Add +7.8% | 131,244 | $7.8M |
| M&T Bank Corp | 0.03% | Reduce -15.7% | 130,836 | $7.8M |
| United Capital Financial Advisors, LLC | 0.07% | Add +13.6% | 130,822 | $7.8M |
| Cambria Investment Management, L.P. | 0.54% | Add +1.1% | 130,015 | $7.7M |
| CogentBlue Wealth Advisors, LLC | 6.69% | Add +1.2% | 128,284 | $7.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +13.3% | 126,019 | $7.5M |
| Hurley Capital, LLC | 5.66% | Reduce -6.3% | 125,596 | $7.5M |
| MAI Capital Management | 0.06% | Add +20.1% | 124,888 | $7.4M |
| Morningstar Investment Management LLC | 0.61% | Reduce -41.5% | 121,624 | $7.2M |
| Apollon Wealth Management, LLC | 0.16% | Add +3.8% | 121,352 | $7.2M |
| GenTrust, LLC | 0.34% | Reduce -90.0% | 120,923 | $7.2M |
| Kingdom Financial Group LLC. | 5.20% | Add +0.6% | 119,401 | $7.1M |
| Financial Advisory Partners, LLC | 2.36% | Add +76.9% | 118,823 | $7.1M |
| OneAscent Wealth Management LLC | 3.03% | Reduce -54.4% | 117,717 | $7.0M |
| CWC Advisors, LLC. | 3.90% | Add +105.8% | 115,456 | $6.9M |
| Marietta Wealth Management, LLC | 0.99% | Add +8.9% | 113,993 | $6.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -34.1% | 113,398 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +58.4% | 111,545 | $6.6M |
| Pinnacle Financial Partners Inc | 0.13% | Add +58.3% | 113,168 | $6.6M |
| Net Worth Advisory Group | 2.06% | Add +4.6% | 110,332 | $6.6M |
| Hara Capital LLC | 4.39% | Reduce -4.4% | 109,284 | $6.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.47% | Reduce -0.7% | 108,875 | $6.5M |
| Silverleafe Capital Partners, LLC | 2.18% | Add +0.9% | 106,899 | $6.3M |
| Fluent Financial, LLC | 2.76% | Add +14.2% | 106,615 | $6.3M |
| Middleton & Co. Inc. | 0.73% | Add +38.4% | 105,545 | $6.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +78.8% | 105,452 | $6.3M |
| Integrated Advisors Network LLC | 0.32% | Add +0.1% | 104,838 | $6.2M |
| OMNI 360 Wealth, Inc. | 4.16% | Add +9.2% | 104,519 | $6.2M |
| Theory Financial LLC | 2.60% | Add +4.6% | 103,873 | $6.2M |
| Cobblestone Capital Advisors LLC | 0.34% | Add +73.3% | 103,421 | $6.1M |
| Flow Traders U.S. LLC | 0.26% | Reduce -72.4% | 103,405 | $6.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +29.5% | 102,948 | $6.1M |
| Lauer Wealth, LLC | 4.71% | New | 101,778 | $6.1M |
| Harvest Portfolios Group Inc. | 0.18% | Add +9.4% | 101,676 | $6.0M |
| Alps Advisors Inc. | 0.03% | Reduce -1.0% | 100,417 | $6.0M |
| Marion Wealth Management | 1.55% | Add +9.2% | 97,603 | $5.8M |
| Gallagher Fiduciary Advisors, LLC | 0.19% | New | 96,882 | $5.8M |
| Synovus Financial Corp. | 0.07% | Add +3.0% | 96,492 | $5.7M |
| RFG Advisory, LLC | 0.15% | Add +13.1% | 95,821 | $5.7M |
| Segment Wealth Management, LLC | 0.38% | New | 95,426 | $5.7M |
| Brucke Financial, Inc. | 4.90% | Reduce -2.7% | 94,137 | $5.6M |
| Kraft Asset Management, LLC | 5.16% | Reduce -9.1% | 94,778 | $5.6M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -42.3% | 94,592 | $5.6M |
| Burkett Financial Services, LLC | 2.27% | Add +7.7% | 93,789 | $5.6M |
| Ranch Capital Advisors Inc. | 2.63% | Reduce -0.4% | 93,517 | $5.6M |
| NewEdge Wealth, LLC | 0.10% | Add +6.9% | 92,545 | $5.5M |
| Foster & Motley Inc. | 0.34% | Reduce -8.0% | 92,090 | $5.5M |
| Minot DeBlois Advisors LLC | 5.43% | Reduce -5.7% | 91,682 | $5.4M |
| Resonant Capital Advisors, LLC | 0.38% | Add +1.3% | 91,625 | $5.4M |
| Brown Advisory Inc. | 0.01% | Add +18.0% | 91,096 | $5.4M |
| Global Wealth Management Investment Advisory, Inc. | 1.08% | Reduce -4.1% | 90,930 | $5.4M |
| Ackerman Capital Advisors, LLC | 1.42% | Add +7.4% | 90,473 | $5.4M |
| Regions Financial Corp. | 0.04% | Reduce -0.1% | 90,354 | $5.4M |
| Checchi Capital Advisers, LLC | 0.38% | Add +7.0% | 89,747 | $5.3M |
| Fermata Advisors, LLC | 0.96% | Add +9.5% | 89,601 | $5.3M |
| Walker Financial Services, Inc. | 2.78% | Add +9.8% | 89,287 | $5.3M |
| Stableford Capital II LLC | 2.21% | Add +0.1% | 88,322 | $5.2M |
| Peoples Bank | 3.42% | Reduce -0.8% | 87,673 | $5.2M |
| Wit, LLC | 0.15% | Reduce -1.9% | 86,788 | $5.2M |
| Howard Bailey Securities, LLC | 1.71% | Add +8.6% | 86,514 | $5.1M |
| Baker Boyer National Bank | 1.85% | Reduce -16.8% | 84,650 | $5.0M |
| AdvisorNet Financial, Inc | 0.37% | Add +5.7% | 83,527 | $5.0M |
| Five Pine Wealth Management | 3.95% | Add +15.4% | 81,656 | $4.9M |
| WNY Asset Management, LLC | 0.58% | Add +41.9% | 81,529 | $4.8M |
| Benjamin Edwards Inc. | 0.07% | Add +0.2% | 79,671 | $4.7M |
| Principal Securities, Inc. | 0.10% | No change | 79,846 | $4.6M |
| Coldstream Capital Management Inc. | 0.10% | Reduce -18.9% | 77,497 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +22.5% | 77,425 | $4.6M |
| Shufro Rose & Co. LLC | 0.36% | Add +8.4% | 77,062 | $4.6M |
| Impact Investors, Inc | 3.54% | New | 76,609 | $4.6M |
| Silver Oak Wealth Advisors Services, LLC | 4.04% | Add +4.4% | 76,339 | $4.5M |
| Hexagon Capital Partners LLC | 0.85% | Add +86.0% | 75,414 | $4.5M |
| Auour Investments LLC | 1.62% | Add +1.6% | 74,578 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +7.2% | 74,608 | $4.4M |
| Simplicity Wealth,LLC | 0.33% | New | 72,449 | $4.3M |
| AlTi Global, Inc. | 0.11% | Add +64.3% | 72,214 | $4.3M |
| True Link Financial Advisors, LLC | 0.32% | No change | 71,443 | $4.2M |
| RoundAngle Advisors LLC | 3.89% | Reduce -1.8% | 71,246 | $4.2M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +15.2% | 71,149 | $4.2M |
| LifePlan Financial, LLC | 3.67% | Add +3.1% | 70,888 | $4.2M |
| HMV Wealth Advisors, LLC | 3.33% | Add +27.2% | 70,763 | $4.2M |
| SMART Wealth LLC | 1.47% | Reduce -12.9% | 69,133 | $4.1M |
| Victory Financial Group, LLC | 0.78% | Add +133.3% | 70,797 | $4.1M |
| PYA Waltman Capital, LLC | 1.26% | Add +3.5% | 67,633 | $4.0M |
| RB Capital Management, LLC | 1.02% | Add +6.6% | 67,323 | $4.0M |
| LFA - Lugano Financial Advisors SA | 2.71% | Add +3.3% | 67,219 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +98.5% | 66,939 | $4.0M |
| Montecito Bank & Trust | 0.70% | Add +6.7% | 66,623 | $4.0M |
| Dopkins Wealth Management, LLC | 1.98% | Add +11.7% | 65,638 | $3.9M |
| Dynamic Wealth Strategies, LLC | 3.24% | Add +0.1% | 65,624 | $3.9M |
| Alexander Labrunerie & Co., Inc. | 1.66% | Reduce -1.2% | 63,667 | $3.8M |
| Wedmont Private Capital | 0.19% | Add +8.4% | 63,662 | $3.7M |
| Foster Victor Wealth Advisors, LLC | 0.30% | Add +0.4% | 63,532 | $3.7M |
| Acropolis Investment Management, LLC | 0.22% | Reduce -12.3% | 62,078 | $3.7M |
| Hancock Whitney Corp. | 0.12% | Add +0.6% | 60,142 | $3.6M |
| Genesis Private Wealth, LLC | 1.89% | Add +3.9% | 59,865 | $3.6M |
| Mgo One Seven LLC | 0.14% | Add +22.5% | 58,708 | $3.5M |
| REDW Wealth LLC | 1.29% | Reduce -2.6% | 58,322 | $3.5M |
| James Investment Research, Inc. | 0.44% | Reduce -2.8% | 58,081 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Add +10.5% | 57,761 | $3.4M |
| Diversify Wealth Management, LLC | 0.25% | Reduce -19.4% | 56,914 | $3.4M |
| Alhambra Investment Management LLC | 1.75% | Add +0.3% | 57,172 | $3.4M |
| Merit Financial Group, LLC | 0.05% | Reduce -77.6% | 56,672 | $3.4M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Add +2.8% | 56,264 | $3.3M |
| Tiff Advisory Services, LLC | 0.79% | No change | 55,717 | $3.3M |
| Hikari Tsushin, Inc. | 0.22% | No change | 54,954 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 54,928 | $3.3M |
| Independent Advisor Alliance | 0.11% | Reduce -1.7% | 54,626 | $3.2M |
| Harbour Investments, Inc. | 0.09% | Add +6.3% | 54,254 | $3.2M |
| Orcam Financial Group | 3.00% | Add +3.2% | 53,884 | $3.2M |
| CW Advisors, LLC | 0.04% | Reduce -34.6% | 53,781 | $3.2M |
| Rialto Wealth Management, LLC | 1.00% | Add +67.5% | 53,419 | $3.2M |
| JDH Wealth Management, LLC | 2.70% | Add +26.3% | 52,894 | $3.1M |
| Kaufman Rossin Wealth, LLC | 2.24% | Reduce -3.5% | 52,830 | $3.1M |
| IRON Financial LLC | 1.76% | Reduce -9.7% | 52,710 | $3.1M |
| Bull Street Advisors, LLC | 1.47% | Reduce -1.6% | 51,730 | $3.1M |
| Blume Capital Management, Inc. | 0.69% | Reduce -35.8% | 51,610 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.27% | Add +1.1% | 51,320 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -49.2% | 50,759 | $3.0M |
| Bragg Financial Advisors, Inc | 0.12% | Add +1.9% | 50,501 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.03% | No change | 50,420 | $3.0M |
| Hickory Point Bank & Trust | 2.62% | Add +4.5% | 50,260 | $3.0M |
| Legacy PCG, LLC | 2.09% | Reduce -59.2% | 49,824 | $3.0M |
| Leavell Investment Management, Inc. | 0.15% | Add +11.7% | 49,440 | $2.9M |
| Consolidated Portfolio Review Corp | 0.46% | Reduce -0.7% | 48,563 | $2.9M |
| Human Investing LLC | 0.51% | Add +4.8% | 48,434 | $2.9M |
| Nilsine Partners, LLC | 0.31% | Reduce -33.7% | 48,382 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +14.3% | 47,894 | $2.8M |
| Stonehearth Capital Management, LLC | 1.17% | Add +2.2% | 47,641 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +4.9% | 47,200 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +4.9% | 47,200 | $2.8M |
| TD Private Client Wealth LLC | 0.08% | Add +3.6% | 46,064 | $2.7M |
| Graypoint LLC | 0.17% | Add +0.2% | 45,483 | $2.7M |
| Transform Wealth, LLC | 0.16% | Reduce -22.5% | 45,195 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +30.4% | 45,146 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -42.6% | 44,892 | $2.7M |
| Earned Wealth Advisors, LLC | 0.58% | Add +3.7% | 44,814 | $2.7M |
| Global Endowment Management, LP | 0.35% | No change | 44,700 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Add +2.3% | 44,639 | $2.7M |
| Capstone Wealth Management, LLC | 2.60% | Reduce -35.0% | 43,911 | $2.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.24% | Add +2.3% | 43,342 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +13.2% | 42,928 | $2.5M |
| Ballentine Partners, LLC | 0.04% | Reduce -19.0% | 42,412 | $2.5M |
| IFG Advisory, LLC | 0.14% | Add +6.5% | 42,173 | $2.5M |
| Claris Advisors, LLC / Mo / | 0.92% | Add +8.9% | 41,771 | $2.5M |
| FSC Wealth Advisors, LLC | 1.61% | Add +54.4% | 41,314 | $2.5M |
| Rothschild Investment LLC | 0.16% | Reduce -2.1% | 41,186 | $2.4M |
| Transcendent Capital Group LLC | 1.37% | Reduce -1.4% | 41,158 | $2.4M |
| Cornerstone Wealth Advisors, Inc. | 0.68% | Add +13.4% | 41,090 | $2.4M |
| Nicolet Advisory Services, LLC | 0.24% | Add +0.6% | 41,399 | $2.4M |
| Altiora Financial Group, LLC | 0.52% | Reduce -22.9% | 40,859 | $2.4M |
| BIP Alliance, LLC | 1.03% | Add +10.8% | 40,833 | $2.4M |
| LJI Wealth Management, LLC | 0.48% | Reduce -9.0% | 40,741 | $2.4M |
| Atlas Capital Advisors Inc. | 0.30% | Reduce -55.6% | 40,432 | $2.4M |
| &partners | 0.03% | Reduce -3.1% | 40,026 | $2.4M |
| Whitcomb & Hess, Inc. | 0.72% | Add +5.5% | 40,019 | $2.4M |
| Advyzon Investment Management, LLC | 0.83% | Add +5.1% | 39,523 | $2.3M |
| Tandem Investment Partners LLC | 2.32% | Add +5.2% | 39,510 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -65.3% | 39,004 | $2.3M |
| Benningfield Financial Advisors, LLC | 2.21% | No change | 38,787 | $2.3M |
| Betterment LLC | 0.01% | Reduce -30.4% | 38,664 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -23.8% | 38,530 | $2.3M |
| Anderson Hoagland & Co. | 0.27% | Reduce -1.3% | 38,505 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | New | 37,390 | $2.2M |
| Nixon Peabody Trust Co. | 0.18% | Reduce -9.5% | 36,412 | $2.2M |
| Smithfield Trust Co | 0.11% | No change | 36,253 | $2.2M |
| Sfm, LLC | 1.58% | Reduce -15.5% | 36,234 | $2.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.37% | Add +85.9% | 35,821 | $2.1M |
| LeConte Wealth Management, LLC | 1.35% | — | 35,638 | $2.1M |
| Signet Financial Management, LLC | 0.29% | Reduce -8.8% | 35,581 | $2.1M |
| Summit Wealth & Retirement Planning, Inc. | 0.64% | Reduce -3.3% | 35,089 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.60% | Add +1182.6% | 34,706 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +14.4% | 34,492 | $2.0M |
| Ascentis Independent Advisors | 0.40% | Reduce -19.1% | 34,077 | $2.0M |
| Sandy Spring Bank | 0.08% | Add +3.1% | 33,833 | $2.0M |
| World Investment Advisors | 0.05% | Add +2.0% | 33,530 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +50.8% | 33,472 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +18.4% | 33,230 | $2.0M |
| Quattro Financial Advisors LLC | 0.67% | New | 32,877 | $2.0M |
| Chandler Asset Management, Inc. | 0.36% | Add +168.5% | 32,540 | $1.9M |
| Kovack Advisors, Inc. | 0.20% | Add +3.0% | 32,001 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.45% | No change | 31,693 | $1.9M |
| LifeWealth Investments, LLC | 0.90% | Add +63.3% | 31,397 | $1.9M |
| First American Trust, FSB | 0.17% | Add +59.1% | 31,333 | $1.9M |
| South Plains Financial, Inc. | 1.45% | Add +1.1% | 31,272 | $1.9M |
| Shayne & Jacobs, LLC | 0.46% | No change | 31,180 | $1.9M |
| CGN Advisors LLC | 0.18% | Reduce -5.1% | 30,998 | $1.8M |
| Two Sigma Securities, LLC | 0.28% | New | 30,969 | $1.8M |
| Wells Financial Advisors INC | 2.43% | Reduce -0.8% | 29,628 | $1.8M |
| Abacus Wealth Partners, LLC | 0.26% | Add +8.8% | 28,651 | $1.7M |
| Ethic Inc. | 0.03% | Add +8.8% | 28,651 | $1.7M |
| Mechanics Financial Corp | 0.77% | Add +12.7% | 28,469 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +13.0% | 27,842 | $1.7M |
| Fagan Associates, Inc. | 0.27% | Reduce -4.4% | 26,831 | $1.6M |
| Breakwater Investment Management | 0.68% | No change | 26,808 | $1.6M |
| Essex Bank | 0.39% | Reduce -1.7% | 26,797 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -10.8% | 26,341 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.51% | No change | 26,972 | $1.6M |
| Lazard Asset Management LLC | 0.00% | No change | 26,279 | $1.6M |
| WESCAP Management Group, Inc. | 0.38% | Add +48.4% | 25,919 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.50% | Add +17.8% | 25,883 | $1.5M |
| AXS Investments LLC | 0.42% | New | 25,740 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +17.6% | 25,706 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +363.0% | 25,608 | $1.5M |
| Parkside Advisors LLC | 0.36% | Add +5.5% | 25,214 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.06% | No change | 25,028 | $1.5M |
| Cardiff Park Advisors, LLC | 0.14% | Reduce -10.9% | 24,287 | $1.4M |
| OneAscent Family Office, LLC | 1.32% | Reduce -27.1% | 23,856 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -52.8% | 23,699 | $1.4M |
| Americana Partners, LLC | 0.05% | Add +6.5% | 23,495 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -13.4% | 22,778 | $1.4M |
| Ignite Planners, LLC | 0.26% | Reduce -5.1% | 22,644 | $1.3M |
| REAP Financial Group, LLC | 0.33% | Add +0.5% | 22,640 | $1.3M |
| Plan A Wealth LLC | 1.04% | Add +366.2% | 22,512 | $1.3M |
| E&G Advisors, LLC | 0.38% | No change | 22,505 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +305.5% | 22,334 | $1.3M |
| FFT Wealth Management LLC | 0.27% | Reduce -31.5% | 22,019 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -13.1% | 21,794 | $1.3M |
| Verity Asset Management, Inc. | 0.52% | Reduce -0.7% | 21,378 | $1.3M |
| Avalon Capital Management | 0.37% | New | 21,378 | $1.3M |
| LCNB Corp. | 0.47% | No change | 21,326 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -23.6% | 21,317 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.93% | Reduce -1.6% | 21,097 | $1.3M |
| Arax Advisory Partners | 0.08% | Add +205.9% | 21,095 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -7.9% | 20,785 | $1.2M |
| Rothschild Wealth LLC | 0.34% | Add +9.1% | 20,707 | $1.2M |
| Archer Investment Management, LLC | 0.84% | Reduce -8.2% | 20,532 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.24% | Add +24.2% | 20,240 | $1.2M |
| FWG Investments, LLC. | 1.41% | Reduce -3.1% | 20,194 | $1.2M |
| Nwam LLC | 0.10% | Add +5.0% | 20,190 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +226.1% | 20,082 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -9.4% | 19,722 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -23.0% | 19,685 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | Add +5.4% | 19,665 | $1.2M |
| Savvy Advisors, Inc. | 0.12% | New | 19,655 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +45.6% | 19,358 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.7% | 19,035 | $1.1M |
| Compound Planning, Inc. | 0.05% | Reduce -31.0% | 19,007 | $1.1M |
| Connecticut Wealth Management, LLC | 0.06% | New | 18,894 | $1.1M |
| Gotham Asset Management | 0.01% | No change | 18,844 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +17.8% | 18,698 | $1.1M |
| Hunter Associates Investment Management LLC | 0.17% | Add +11.2% | 18,628 | $1.1M |
| First Financial Bankshares Inc | 0.02% | Reduce -25.5% | 18,482 | $1.1M |
| Fiduciary Financial Group, LLC | 0.24% | Reduce -8.2% | 18,355 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.57% | Add +0.1% | 18,053 | $1.1M |
| Prime Buchholz LLC | 0.37% | No change | 17,982 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -23.5% | 17,924 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +145.3% | 17,855 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -34.4% | 17,706 | $1.1M |
| Talon Private Wealth, LLC | 0.14% | Reduce -16.9% | 17,644 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -9.5% | 17,517 | $1.0M |
| Forza Wealth Management, LLC | 0.47% | No change | 17,500 | $1.0M |
| Patten Group, Inc. | 0.23% | Reduce -2.9% | 17,137 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Add +1.7% | 16,960 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.04% | No change | 16,802 | $998K |
| Janus Henderson Group PLC | 0.00% | Add +2.2% | 16,770 | $994K |
| Natixis Advisors, LLC | 0.00% | Add +18.8% | 16,623 | $987K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.8% | 16,393 | $974K |
| Lauterbach Financial Advisors, LLC | 0.60% | Reduce -0.0% | 16,343 | $971K |
| Ramiah Investment Group | 0.92% | Reduce -10.9% | 16,201 | $962K |
| SkyOak Wealth, LLC | 0.21% | Add +2.8% | 16,192 | $962K |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.0% | 16,172 | $961K |
| Perigon Wealth Management, LLC | 0.02% | Add +3.2% | 15,882 | $943K |
| Croban | 0.87% | Add +7.0% | 15,845 | $941K |
| Global Assets Advisory, LLC | 0.18% | Add +200.0% | 15,870 | $940K |
| Pacific Capital Wealth Advisors, Inc. | 0.16% | Reduce -38.8% | 15,823 | $940K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.3% | 15,794 | $938K |
| Pure Financial Advisors, LLC | 0.02% | New | 15,689 | $932K |
| Clarity Capital Advisors, LLC | 0.61% | Add +6.7% | 15,646 | $929K |
| Diversify Advisory Services, LLC | 0.06% | Reduce -32.0% | 15,428 | $923K |
| Core Wealth Partners LLC | 0.53% | Add +165.0% | 15,478 | $919K |
| Ameraudi Asset Management, Inc. | 0.52% | Reduce -90.7% | 15,267 | $907K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -92.7% | 15,256 | $906K |
| Blossom Wealth Management | 1.81% | Add +13.9% | 15,127 | $898K |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | Reduce -6.2% | 15,074 | $895K |
| D.A. Davidson & Co. | 0.01% | Add +5.0% | 14,916 | $886K |
| SouthState Bank Corp | 0.04% | Add +14.3% | 14,852 | $882K |
| Investment Advisory Group, LLC | 0.29% | Add +23.7% | 14,793 | $879K |
| MMBG Investment Advisors Co. | 0.10% | No change | 14,793 | $879K |
| Compass Ion Advisors, LLC | 0.10% | No change | 14,381 | $854K |
| Topel & Distasi Wealth Management, LLC | 0.40% | Reduce -24.1% | 14,358 | $853K |
| Winch Advisory Services, LLC | 0.23% | Add +13.8% | 14,341 | $852K |
| Stephens Group Asset Management, LLC | 0.07% | Reduce -13.5% | 14,300 | $849K |
| Smartleaf Asset Management LLC | 0.08% | Add +3.3% | 14,290 | $847K |
| Towne Trust Company, N.A | 0.30% | Add +552.1% | 14,215 | $844K |
| Aries Wealth Management | 0.22% | Reduce -6.0% | 13,942 | $828K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -37.6% | 13,857 | $823K |
| Team Hewins, LLC | 0.32% | New | 13,850 | $823K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -19.8% | 13,694 | $813K |
| Avior Wealth Management, LLC | 0.03% | Add +0.0% | 13,679 | $813K |
| Old Mission Capital LLC | 0.02% | New | 13,549 | $805K |
| Laraway Financial Advisors Inc | 0.64% | No change | 13,542 | $804K |
| Uptick Partners, LLC | 0.26% | Reduce -1.2% | 13,066 | $776K |
| Schulz Wealth, LTD. | 0.58% | Add +110.7% | 12,887 | $765K |
| Mutual Advisors, LLC | 0.02% | Reduce -61.9% | 12,761 | $759K |
| Pines Wealth Management, LLC | 0.35% | Reduce -28.5% | 12,731 | $755K |
| Keel Point, LLC | 0.06% | Reduce -3.9% | 12,685 | $753K |
| ZWJ Investment Counsel Inc. | 0.03% | No change | 12,651 | $751K |
| Financial Counselors Inc. | 0.01% | Add +33.8% | 12,467 | $741K |
| Trivium Point Advisory, LLC | 0.09% | Add +51.9% | 12,423 | $738K |
| Rockwood Wealth Management, LLC | 0.08% | Add +82.8% | 12,400 | $737K |
| Syon Capital LLC | 0.06% | Add +93.0% | 12,390 | $736K |
| PFG Advisors | 0.04% | Add +1.1% | 12,384 | $736K |
| Bison Wealth, LLC | 0.07% | Reduce -4.3% | 12,354 | $734K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +138.1% | 12,283 | $730K |
| Houlihan Financial Resource Group, Ltd. | 0.33% | Reduce -5.8% | 12,278 | $729K |
| W.H. Cornerstone Investments Inc. | 0.48% | Add +0.1% | 11,794 | $701K |
| Paragon Capital Management Ltd | 0.14% | Reduce -36.1% | 11,593 | $689K |
| Olde Wealth Management, LLC | 0.24% | Reduce -2.3% | 11,536 | $685K |
| Aspire Private Capital, LLC | 0.17% | New | 11,436 | $679K |
| Davidson Capital Management Inc. | 0.18% | Add +60.1% | 11,352 | $674K |
| Moss Adams Wealth Advisors LLC | 0.07% | Reduce -99.0% | 11,186 | $664K |
| CoreCap Advisors, LLC | 0.03% | Reduce -9.9% | 11,174 | $664K |
| Tenon Financial LLC | 0.41% | New | 11,120 | $661K |
| Bailard, Inc. | 0.02% | Reduce -88.6% | 10,950 | $650K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 10,832 | $643K |
| Choreo, LLC | 0.01% | Reduce -12.5% | 10,774 | $640K |
| Zhang Financial LLC | 0.03% | No change | 10,715 | $636K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 10,695 | $635K |
| Alteri Wealth LLC | 0.28% | Add +24.9% | 10,663 | $633K |
| Concord Wealth Partners | 0.10% | Reduce -26.4% | 10,660 | $633K |
| Gibraltar Capital Management, Inc. | 0.14% | New | 10,581 | $629K |
| JFS Wealth Advisors, LLC | 0.04% | Add +103.6% | 10,573 | $628K |
| SVB Wealth LLC | 0.03% | New | 10,502 | $624K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.5% | 10,483 | $623K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 10,449 | $621K |
| Thomasville National Bank | 0.04% | No change | 10,358 | $615K |
| Wedbush Securities Inc. | 0.02% | Add +14.4% | 10,229 | $608K |
| Evergreen Capital Management LLC | 0.02% | No change | 10,095 | $600K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +100.6% | 10,090 | $599K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +63.7% | 10,016 | $595K |
| Greenspring Advisors, LLC | 0.14% | Add +150.1% | 9,930 | $590K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.6% | 9,757 | $580K |
| CWS Financial Advisors, LLC | 0.18% | New | 9,721 | $577K |
| McAdam, LLC | 0.04% | Reduce -16.5% | 9,709 | $577K |
| Flagstone Financial Management | 0.18% | No change | 9,579 | $569K |
| Boston Family Office LLC | 0.04% | Add +9.7% | 9,560 | $568K |
| Jump Financial, LLC | 0.01% | New | 9,481 | $563K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 9,512 | $552K |
| Axis Wealth Partners, LLC | 0.40% | Add +3.0% | 9,193 | $546K |
| Fairview Capital Investment Management, LLC | 0.03% | Add +61.1% | 9,176 | $545K |
| Trust Co | 0.06% | Add +10.2% | 9,151 | $544K |
| GAMMA Investing LLC | 0.04% | Add +23.5% | 9,080 | $539K |
| Aspiriant, LLC | 0.02% | Add +37.8% | 9,056 | $538K |
| BIP Wealth, LLC | 0.03% | Add +32.5% | 9,009 | $535K |
| Transce3nd, LLC | 0.23% | Reduce -6.1% | 8,860 | $526K |
| First Manhattan Co. Llc. | 0.00% | Add +17.5% | 8,849 | $526K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +6.3% | 8,743 | $519K |
| Hanover Advisors Inc. | 0.22% | New | 8,687 | $516K |
| Meitav Investment House Ltd. | 0.01% | Add +6.1% | 8,610 | $511K |
| Argent Trust Co | 0.02% | Add +40.2% | 8,482 | $504K |
| Townsquare Capital LLC | 0.01% | Reduce -16.1% | 8,371 | $497K |
| Quest 10 Wealth Builders, Inc. | 0.53% | Add +5.2% | 8,355 | $496K |
| Keybank National Association | 0.00% | New | 8,284 | $492K |
| Westfuller Advisors, LLC | 0.32% | Add +0.7% | 8,188 | $486K |
| Arkadios Wealth Advisors | 0.02% | Add +51.0% | 8,167 | $485K |
| Waterway Wealth Management, LLC | 0.20% | Reduce -94.0% | 8,163 | $484K |
| Advisor Resource Council | 0.04% | New | 8,674 | $476K |
| XTX Topco Ltd | 0.02% | Add +33.6% | 7,887 | $468K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.0% | 7,870 | $467K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 7,866 | $467K |
| US Bancorp \de | 0.00% | Reduce -14.1% | 7,748 | $460K |
| United Community Bank | 0.17% | Reduce -8.9% | 7,627 | $453K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 7,595 | $451K |
| Woodmont Investment Counsel LLC | 0.03% | New | 7,521 | $447K |
| Power Wealth Management LLC | 0.18% | Reduce -22.3% | 7,446 | $442K |
| Swmg, LLC | 0.17% | Add +85.9% | 7,288 | $434K |
| Clear Point Advisors Inc. | 0.39% | Reduce -16.7% | 7,257 | $431K |
| Parsons Capital Management Inc. | 0.02% | New | 7,254 | $431K |
| Summit Global Investments | 0.03% | Reduce -0.9% | 7,185 | $427K |
| GC Wealth Management RIA, LLC | 0.08% | New | 7,095 | $421K |
| Lloyd Advisory Services, LLC. | 0.21% | Add +34.6% | 7,086 | $421K |
| Keb Asset Management, LLC | 0.12% | Add +33.8% | 7,063 | $420K |
| Calamos Wealth Management LLC | 0.02% | Add +40.5% | 7,003 | $416K |
| Cresset Asset Management, LLC | 0.00% | Reduce -23.7% | 6,986 | $415K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 6,900 | $410K |
| Disciplined Investments, LLC | 0.19% | Add +37.7% | 6,869 | $408K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 6,852 | $407K |
| Natural Investments, LLC | 0.11% | Add +38.4% | 6,774 | $402K |
| FLP Wealth Management, LLC | 1.27% | Add +97.6% | 6,729 | $400K |
| FC Advisory LLC | 0.13% | Reduce -9.8% | 6,702 | $398K |
| Parallel Advisors, LLC | 0.01% | No change | 6,665 | $396K |
| Continuum Advisory, LLC | 0.05% | Reduce -0.5% | 6,456 | $384K |
| Stevens Capital Partners | 0.18% | Reduce -17.5% | 6,438 | $382K |
| Voisard Asset Management Group, Inc. | 0.11% | Reduce -0.9% | 6,419 | $381K |
| Caldwell Trust Co | 0.04% | No change | 6,410 | $381K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.7% | 6,316 | $375K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.1% | 6,273 | $373K |
| McLean Asset Management Corp | 0.12% | Reduce -33.1% | 6,265 | $372K |
| GWN Securities Inc. | 0.02% | New | 6,253 | $372K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -38.5% | 6,240 | $371K |
| Powers Advisory Group, LLC | 0.17% | New | 6,089 | $362K |
| IVC Wealth Advisors LLC | 0.19% | Reduce -6.2% | 6,072 | $361K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.0% | 6,070 | $361K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -3.8% | 5,933 | $352K |
| Warner Financial, Inc. | 0.15% | No change | 5,859 | $348K |
| Vista Capital Partners, Inc. | 0.04% | Add +0.9% | 5,843 | $347K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -0.3% | 5,760 | $342K |
| SageView Advisory Group, LLC | 0.01% | Add +10.8% | 5,739 | $341K |
| Stansberry Asset Management, LLC | 0.04% | New | 5,665 | $337K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 5,663 | $336K |
| DAVENPORT & Co LLC | 0.00% | Add +20.4% | 5,610 | $333K |
| Composition Wealth, LLC | 0.01% | Reduce -47.3% | 5,496 | $326K |
| Sachem Hill LLC | 0.06% | Reduce -50.8% | 5,432 | $323K |
| Arlington Financial Advisors, LLC | 0.06% | No change | 5,428 | $322K |
| InTrack Investment Management Inc | 0.29% | No change | 5,400 | $321K |
| Prairieview Wealth Partners, LLC | 0.39% | Reduce -17.0% | 5,376 | $319K |
| Cadence Bank | 0.02% | Add +6.1% | 5,356 | $318K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -66.1% | 5,320 | $316K |
| ETF Store, Inc. | 0.39% | Reduce -12.6% | 5,298 | $315K |
| Iowa State Bank | 0.07% | New | 5,271 | $313K |
| Equita Financial Network, Inc. | 0.11% | No change | 5,230 | $311K |
| Evercore Wealth Management, LLC | 0.01% | No change | 5,197 | $309K |
| Titleist Asset Management, LLC | 0.04% | Add +17.1% | 5,194 | $309K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 5,190 | $308K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 5,175 | $307K |
| Waller Financial Planning Group, Inc. | 0.08% | Reduce -2.8% | 5,089 | $302K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +7.7% | 5,088 | $302K |
| Regal Investment Advisors LLC | 0.02% | New | 4,996 | $297K |
| American Financial Advisors, LLC | 0.04% | Add +0.6% | 4,979 | $296K |
| Sharkey, Howes & Javer | 0.04% | Reduce -2.9% | 4,942 | $294K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 4,938 | $293K |
| Keebeck Wealth Management | 0.04% | New | 4,899 | $291K |
| Joel Adams & Associates, Inc. | 0.26% | New | 4,898 | $291K |
| BWM Planning, LLC | 0.12% | No change | 4,876 | $290K |
| Sigma Planning Corp | 0.01% | Add +1.5% | 4,859 | $289K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -73.7% | 4,842 | $288K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +4.6% | 4,778 | $284K |
| Latitude Advisors, LLC | 0.16% | Add +23.4% | 4,764 | $283K |
| Texas Bank & Trust Co | 0.12% | No change | 4,755 | $282K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $280K |
| Private Trust Co. NA | 0.03% | Add +129.6% | 4,544 | $270K |
| IFG Advisors, LLC | 0.05% | Add +10.4% | 4,538 | $270K |
| Mittelman Wealth Management | 0.24% | New | 4,513 | $268K |
| Financial Council, LLC | 0.14% | Reduce -5.6% | 4,498 | $267K |
| CX Institutional | 0.01% | New | 4,396 | $261K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.6% | 4,351 | $258K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -92.7% | 4,322 | $257K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 4,310 | $256K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -0.6% | 4,300 | $255K |
| Meyer Handelman Co. | 0.01% | No change | 4,296 | $255K |
| River Street Advisors LLC | 0.13% | Reduce -10.3% | 4,264 | $253K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +53.4% | 4,259 | $253K |
| National Philanthropic Trust | 0.00% | No change | 4,246 | $252K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -29.5% | 4,234 | $251K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,211 | $250K |
| ARK & TLK Investments, LLC | 0.09% | No change | 4,206 | $250K |
| Astra Wealth Partners LLC | 0.24% | No change | 4,175 | $248K |
| SwitchPoint Financial Planning, LLC | 0.24% | Add +0.6% | 4,175 | $248K |
| Crews Bank & Trust | 0.04% | Add +14.2% | 4,168 | $248K |
| PFG Investments, LLC | 0.02% | Add +0.0% | 4,136 | $246K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -9.7% | 4,041 | $240K |
| Wealth Management Resources, Inc. | 0.09% | New | 4,010 | $238K |
| Courier Capital LLC | 0.02% | New | 3,950 | $235K |
| Accurate Wealth Management, LLC | 0.04% | New | 3,941 | $231K |
| Lanark Financial, Inc. | 0.02% | — | 3,890 | $231K |
| Howard Wealth Management, LLC | 0.13% | Add +0.3% | 3,851 | $229K |
| Successful Portfolios LLC | 0.15% | Add +2.8% | 3,824 | $227K |
| FSA Advisors, Inc. | 0.18% | New | 3,810 | $226K |
| Transcend Capital Advisors, LLC | 0.02% | Add +1.4% | 3,810 | $226K |
| Hilltop Holdings Inc. | 0.01% | New | 3,787 | $225K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 3,747 | $223K |
| Columbus Macro, LLC | 0.03% | Reduce -1.1% | 3,742 | $222K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -6.7% | 3,700 | $220K |
| IHT Wealth Management, LLC | 0.01% | Reduce -36.5% | 3,681 | $219K |
| Fortress Financial Solutions, LLC | 0.31% | New | 3,665 | $218K |
| Pure Portfolios Holdings LLC | 0.08% | Reduce -0.6% | 3,654 | $217K |
| Brighton Jones LLC | 0.01% | Reduce -26.3% | 3,642 | $216K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -8.2% | 3,634 | $216K |
| RHS Financial, LLC | 0.12% | New | 3,613 | $215K |
| DDFG, Inc | 0.06% | Reduce -94.8% | 3,548 | $211K |
| GenWealth Group, Inc. | 0.05% | No change | 3,530 | $210K |
| Waldron Private Wealth LLC | 0.01% | New | 3,520 | $209K |
| Soltis Investment Advisors LLC | 0.02% | New | 3,483 | $207K |
| Sunflower Bank, N.A. | 0.06% | Reduce -14.6% | 3,456 | $205K |
| Verisail Partners, LLC | 0.09% | Reduce -23.1% | 3,442 | $204K |
| Wingate Wealth Advisors, Inc. | 0.24% | No change | 3,438 | $204K |
| Caitlin John, LLC | 0.20% | No change | 3,435 | $204K |
| Parkworth Wealth Management, Inc. | 0.16% | Reduce -1.2% | 3,422 | $203K |
| Valley Forge Investment Consultants Inc. Adv | 0.07% | New | 3,375 | $200K |
| Decker Retirement Planning Inc. | 0.12% | Add +61.2% | 3,275 | $195K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -19.9% | 3,255 | $193K |
| Cooksen Wealth, LLC | 0.18% | New | 3,107 | $182K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -12.3% | 2,771 | $165K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $158K |
| Signaturefd, LLC | 0.00% | Add +217.8% | 2,587 | $154K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 2,565 | $152K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,500 | $149K |
| BlackRock, Inc. | 0.00% | No change | 2,476 | $147K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.5% | 2,425 | $144K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +6225.0% | 2,277 | $135K |
| Lord & Richards Wealth Management, LLC | 0.15% | New | 2,246 | $133K |
| Inlight Wealth Management, LLC | 0.08% | New | 2,099 | $125K |
| Tucker Asset Management LLC | 0.04% | No change | 2,096 | $125K |
| First PREMIER Bank | 0.03% | Reduce -8.8% | 2,076 | $123K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 2,000 | $119K |
| Eastern Bank | 0.00% | No change | 1,930 | $115K |
| Avion Wealth | 0.03% | No change | 1,974 | $114K |
| HM Payson & Co. | 0.00% | New | 1,838 | $109K |
| Synergy Investment Management, LLC | 0.04% | No change | 1,795 | $107K |
| Bogart Wealth, LLC | 0.00% | Reduce -25.0% | 1,752 | $104K |
| SYM FINANCIAL Corp | 0.01% | New | 1,720 | $102K |
| Sound Income Strategies, LLC | 0.01% | Reduce -2.8% | 1,666 | $99K |
| Woodside Wealth Management LLC | 0.09% | — | 1,663 | $99K |
| National Bank of Canada | 0.00% | Reduce -3.6% | 1,532 | $91K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 1,510 | $90K |
| CENTRAL TRUST Co | 0.00% | Add +40.5% | 1,507 | $90K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,450 | $86K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $84K |
| Pineridge Advisors LLC | 0.03% | Reduce -5.9% | 1,363 | $81K |
| Pacifica Partners Inc. | 0.04% | No change | 1,330 | $80K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,315 | $78K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 1,253 | $74K |
| Cape Investment Advisory, Inc. | 0.03% | Add +27.1% | 1,234 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +85.3% | 1,132 | $67K |
| Bernard Wealth Management Corp. | 0.03% | New | 1,124 | $67K |
| 2UniFi Bank | 0.04% | Add +63.7% | 1,118 | $66K |
| First Pacific Financial | 0.01% | Reduce -41.9% | 1,055 | $63K |
| Webster Bank, N. A. | 0.01% | Reduce -53.9% | 1,049 | $62K |
| Bessemer Group Inc. | 0.00% | Add +1.6% | 1,029 | $61K |
| Trust Co. of Vermont | 0.00% | No change | 1,016 | $60K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.12% | New | 1,013 | $60K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 996 | $59K |
| WealthShield Partners, LLC | 0.01% | No change | 980 | $58K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +28.5% | 901 | $54K |
| Fairway Wealth LLC | 0.02% | No change | 885 | $53K |
| High Note Wealth, LLC | 0.01% | Reduce -31.9% | 863 | $51K |
| Integrity Financial Corp | 0.03% | New | 820 | $49K |
| Brown Brothers Harriman & Co. | 0.00% | Add +131.6% | 806 | $48K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 795 | $47K |
| Briaud Financial Planning Inc | 0.02% | Add +0.0% | 794 | $47K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.0% | 757 | $45K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 742 | $44K |
| Private Wealth Asset Management, LLC | 0.01% | — | 731 | $43K |
| Spire Wealth Management | 0.00% | Add +63.7% | 668 | $40K |
| Rossby Financial, LCC | 0.02% | New | 660 | $39K |
| Anderson Financial Strategies, LLC | 0.02% | New | 648 | $38K |
| Colonial Trust Co / SC | 0.01% | No change | 643 | $38K |
| WASHINGTON TRUST Co | 0.00% | No change | 621 | $37K |
| AllSquare Wealth Management LLC | 0.02% | No change | 607 | $36K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 599 | $36K |
| NorthRock Partners, LLC | 0.00% | Reduce -55.2% | 594 | $35K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $32K |
| YANKCOM Partnership | 0.02% | No change | 512 | $30K |
| Tompkins Financial Corp. | 0.00% | New | 510 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.3% | 487 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 484 | $29K |
| Bokf, NA | 0.00% | No change | 475 | $28K |
| New Republic Capital, LLC | 0.01% | No change | 453 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.5% | 443 | $26K |
| Daiwa Securities Group Inc. | 0.00% | New | 445 | $26K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 403 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.8% | 395 | $23K |
| True Wealth Design, LLC | 0.01% | No change | 348 | $21K |
| Fairman Group, LLC | 0.02% | Add +9.3% | 388 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -13.1% | 344 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 343 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 334 | $20K |
| Cornerstone Planning Group LLC | 0.00% | New | 335 | $20K |
| Versant Capital Management, Inc | 0.00% | No change | 327 | $19K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 319 | $19K |
| MRP Capital Investments, LLC | 0.02% | No change | 311 | $18K |
| CVA Family Office, LLC | 0.00% | New | 296 | $18K |
| Godsey & Gibb, Inc. | 0.00% | No change | 290 | $17K |
| Sachetta, LLC | 0.01% | No change | 288 | $17K |
| McIlrath & Eck, LLC | 0.00% | Add +220.4% | 282 | $17K |
| Mattson Financial Services, LLC | 0.01% | New | 280 | $17K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.8% | 256 | $15K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 233 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | Add +64.0% | 223 | $13K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| BankPlus Trust Department | 0.00% | No change | 180 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $10K |
| Whipplewood Advisors, LLC | 0.01% | New | 848 | $10K |
| Larson Financial Group LLC | 0.00% | Add +591.7% | 166 | $10K |
| Morling Financial Advisors, LLC | 0.00% | New | 157 | $9K |
| Abound Wealth Management | 0.00% | New | 153 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 147 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Add +126.2% | 138 | $8K |
| Ridgewood Investments LLC | 0.00% | Reduce -32.8% | 133 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 132 | $8K |
| New Millennium Group LLC | 0.01% | Reduce -3.6% | 132 | $8K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 120 | $7K |
| Curio Wealth, LLC | 0.00% | New | 4 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 105 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 98 | $6K |
| IMA Advisory Services, Inc. | 0.00% | New | 91 | $5K |
| Lindbrook Capital, LLC | 0.00% | New | 90 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 89 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 82 | $5K |
| 1 North Wealth Services LLC | 0.00% | New | 72 | $4K |
| MCF Advisors LLC | 0.00% | New | 69 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 67 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 64 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +121.4% | 62 | $4K |
| Virtus Advisers, LLC | 0.00% | New | 59 | $4K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 54 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 44 | $3K |
| Phillips Financial Management, LLC | 0.00% | No change | 43 | $3K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Archer Investment Corp | 0.00% | No change | 38 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 37 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 24 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 33 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 18 | $1K |
| EPG Wealth Management LLC | 0.00% | No change | 16 | $950 |
| Heritage Wealth Advisors | 0.00% | New | 12 | $713 |
| Rakuten Securities, Inc. | 0.00% | Reduce -50.0% | 2 | $119 |
| Cheviot Value Management, LLC | 0.00% | New | 2 | $118 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.