Vanguard Intermediate-Term TVGITETF
13F holders, Q2 2025 (June 30)819holders +11
91new positions
81sold out
8famous investors
$58.91avg. 13F price*
At the end of Q2 2025, 819 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 11 from Q1 2025. 91 opened new positions and 81 sold out. The largest holders were JPMorgan Chase & Co. ($4.4B), Bank of America Corp. ($2.8B) and Morgan Stanley ($1.1B). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Intermediate-Term T
- CUSIP
- 92206C706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $249.2M |
| Exits | 81 | $106.6M |
All 13F filers, Q1 2025 → Q2 2025: 29,900,148 shares bought and 27,140,308 shares sold, net +2,759,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| JPMorgan Chase & Co. | 0.31% | Reduce -4.1% | 74,285,932 | $4.4B |
| Bank of America Corp. | 0.22% | Add +1.1% | 46,110,946 | $2.8B |
| Morgan Stanley | 0.07% | Reduce -20.1% | 19,111,064 | $1.1B |
| Empower Advisory Group, LLC | 3.42% | Add +4.5% | 19,075,152 | $1.1B |
| Creative Planning | 0.77% | Add +9.4% | 15,055,511 | $900.5M |
| SCS Capital Management LLC | 6.99% | Reduce -1.7% | 10,545,183 | $630.7M |
| Focus Partners Wealth | 1.10% | Add +4.7% | 8,459,588 | $506.0M |
| Ameriprise Financial Inc. | 0.11% | Add +83.5% | 7,543,279 | $451.1M |
| Blue Trust, Inc. | 4.59% | Add +14.0% | 6,501,658 | $388.9M |
| Nepc LLC | 9.62% | No change | 6,354,852 | $380.1M |
| FMR LLC | 0.02% | Reduce -36.8% | 6,053,320 | $362.0M |
| Focus Partners Advisor Solutions, LLC | 4.37% | Add +1.0% | 5,481,515 | $327.8M |
| Maseco LLP | 11.98% | — | 5,271,982 | $315.2M |
| State Street Corp. | 0.01% | Reduce -19.1% | 4,450,000 | $266.2M |
| Heritage Financial Services, LLC | 24.32% | Reduce -0.1% | 4,225,407 | $252.7M |
| Fisher Asset Management | 0.10% | Reduce -32.3% | 4,128,831 | $246.9M |
| Cerity Partners LLC | 0.41% | Add +51.4% | 3,825,863 | $228.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +7.7% | 3,795,179 | $227.0M |
| Cambridge Associates LLC /Ma/ | 4.95% | Add +24.1% | 3,757,356 | $224.6M |
| Valmark Advisers, Inc. | 2.41% | Add +3.8% | 2,888,571 | $172.8M |
| UBS Group AG | 0.04% | Reduce -13.1% | 2,883,952 | $172.5M |
| Corient Private Wealth LP | 0.22% | Add +22.3% | 2,809,800 | $168.1M |
| HighTower Advisors, LLC | 0.19% | Add +0.8% | 2,586,212 | $154.7M |
| Midland Wealth Advisors, LLC | 8.29% | Add +2.5% | 2,508,721 | $150.0M |
| Wells Fargo & Company | 0.03% | Add +13.8% | 2,501,713 | $149.6M |
| Raymond James Financial Inc. | 0.05% | Add +8.2% | 2,404,847 | $143.8M |
| Strategic Financial Services, Inc. | 7.20% | Add +3.0% | 2,237,058 | $133.8M |
| Foster Group, Inc. | 4.57% | Add +1.8% | 2,233,102 | $133.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.10% | Add +6.7% | 2,096,896 | $125.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.1% | 1,970,457 | $117.9M |
| LPL Financial LLC | 0.04% | Add +1.0% | 1,813,555 | $108.5M |
| Bangor Savings Bank | 9.65% | Add +3.1% | 1,805,531 | $108.0M |
| First Interstate Bank | 5.77% | Add +0.8% | 1,642,627 | $98.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 1,633,894 | $97.7M |
| Valeo Financial Advisors, LLC | 2.24% | Add +2.2% | 1,520,422 | $90.9M |
| Badgley Phelps Wealth Managers, LLC | 2.01% | Add +38.0% | 1,517,236 | $90.7M |
| Old National Bancorp | 1.57% | Add +342.9% | 1,469,685 | $87.9M |
| Gitterman Wealth Management, LLC | 19.31% | Add +1.1% | 1,385,699 | $82.9M |
| Tanglewood Wealth Management, Inc. | 7.95% | Add +140.8% | 1,347,593 | $80.6M |
| Cetera Investment Advisers | 0.14% | Add +3.0% | 1,343,649 | $80.4M |
| Summit Trail Advisors, LLC | 1.37% | Reduce -28.2% | 1,334,517 | $79.8M |
| Schroder Investment Management Group | 0.06% | New | 1,238,333 | $73.9M |
| Burney Co./ | 2.48% | Add +1.9% | 1,225,315 | $73.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +3.3% | 1,119,200 | $66.6M |
| Sand Hill Global Advisors, LLC | 2.47% | Add +3.2% | 1,110,253 | $66.4M |
| NorthCoast Asset Management LLC | 0.28% | Reduce -11.3% | 1,079,310 | $64.6M |
| Truist Financial Corp. | 0.09% | Add +2.6% | 1,026,698 | $61.4M |
| RiverFront Investment Group, LLC | 1.19% | Reduce -0.0% | 1,017,471 | $60.9M |
| Brandywine Oak Private Wealth LLC | 5.55% | Add +1.3% | 1,002,142 | $59.9M |
| Jordan Park Group LLC | 3.88% | Reduce -2.5% | 1,000,773 | $59.9M |
| Proffitt & Goodson Inc. | 8.85% | Add +1.8% | 970,659 | $58.1M |
| Hanson & Doremus Investment Management | 7.54% | Add +3.9% | 942,520 | $56.4M |
| Cardinal Point Capital Management ULC | 4.38% | Add +1.8% | 923,716 | $55.2M |
| Libra Wealth LLC | 17.98% | Add +4.0% | 919,122 | $55.0M |
| Citigroup Inc. | 0.04% | Add +23.7% | 850,071 | $50.8M |
| Royal Bank of Canada | 0.01% | Add +9.7% | 799,384 | $47.8M |
| Northwest Wealth Management, LLC | 8.33% | Add +4.0% | 771,017 | $46.1M |
| PrairieView Partners, LLC | 4.38% | Add +2.1% | 757,870 | $45.3M |
| Opus Capital Group, LLC | 5.30% | Reduce -3.3% | 740,542 | $44.3M |
| Coldstream Capital Management Inc. | 0.71% | Add +837.3% | 726,377 | $43.4M |
| Retirement Systems of Alabama | 0.15% | New | 714,765 | $42.8M |
| Cliffwater LLC | 8.73% | Reduce -7.5% | 710,087 | $42.5M |
| Rwa Wealth Partners, LLC | 0.52% | Reduce -85.8% | 693,774 | $41.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +185.7% | 675,112 | $40.4M |
| Flputnam Investment Management Co. | 0.66% | Reduce -3.0% | 640,114 | $38.3M |
| Kathmere Capital Management, LLC | 2.95% | Reduce -2.5% | 640,090 | $38.3M |
| Oakworth Capital, Inc. | 2.45% | Add +5.6% | 636,331 | $38.1M |
| Portland Global Advisors LLC | 4.38% | Reduce -0.7% | 621,862 | $37.2M |
| Vanguard Group Inc. | 0.00% | Add +6.3% | 619,131 | $37.0M |
| Kestra Advisory Services, LLC | 0.18% | Add +21.7% | 616,110 | $36.8M |
| Assetmark, Inc. | 0.09% | Add +259.8% | 604,184 | $36.1M |
| Birchbrook, Inc. | 18.91% | Reduce -5.2% | 589,975 | $35.3M |
| Private Advisor Group, LLC | 0.19% | Add +14.6% | 575,614 | $34.4M |
| MilWealth Group LLC | 8.75% | Reduce -0.5% | 568,242 | $34.0M |
| Jackson Thornton Wealth Management, LLC | 3.88% | Add +2.4% | 573,230 | $33.9M |
| Albion Financial Group | 2.18% | Add +0.5% | 556,764 | $33.3M |
| Alaethes Wealth, LLC | 9.94% | Add +6.0% | 556,268 | $33.3M |
| Towneley Capital Management, Inc / DE | 7.63% | Add +13.8% | 555,887 | $33.2M |
| GLOBALT Investments LLC / GA | 1.27% | Reduce -3.2% | 552,994 | $33.1M |
| Evergreen Advisors, LLC | 8.60% | Reduce -1.7% | 543,032 | $32.5M |
| Pathway Financial Advisors LLC | 4.38% | Add +67.3% | 500,885 | $30.0M |
| BSW Wealth Partners | 4.10% | Add +7.9% | 500,547 | $29.9M |
| Captrust Financial Advisors | 0.07% | Add +3.4% | 496,647 | $29.7M |
| Roundview Capital LLC | 1.94% | Add +0.5% | 486,036 | $29.1M |
| New York Life Investment Management LLC | 0.26% | Reduce -15.2% | 471,782 | $28.2M |
| Osaic Holdings, Inc. | 0.05% | Add +6.8% | 470,715 | $28.2M |
| Emprise Bank | 13.49% | Add +2.7% | 470,060 | $28.1M |
| Vident Advisory, LLC | 0.31% | Reduce -21.0% | 467,469 | $28.0M |
| Mather Group, Llc. | 0.29% | Reduce -11.5% | 456,605 | $27.3M |
| RKL Wealth Management LLC | 2.37% | Add +21.6% | 451,073 | $27.0M |
| Cape Cod Five Cents Savings Bank | 2.46% | No change | 445,355 | $26.9M |
| Traphagen Investment Advisors LLC | 2.53% | Reduce -20.0% | 445,741 | $26.7M |
| Mariner, LLC | 0.04% | Add +0.5% | 435,069 | $26.0M |
| Secure Asset Management, LLC | 4.81% | Add +12.4% | 433,214 | $25.9M |
| Cypress Financial Planning LLC | 8.50% | Add +6.2% | 432,502 | $25.9M |
| Baird Financial Group, Inc. | 0.04% | Add +8.3% | 413,843 | $24.8M |
| Gleason Group, Inc. | 2.63% | New | 405,898 | $24.3M |
| OneAscent Financial Services LLC | 1.73% | Add +29.6% | 405,381 | $24.2M |
| Creative Financial Designs Inc. | 1.71% | Add +4.6% | 396,850 | $23.7M |
| Gunma Bank,Ltd. | 7.71% | No change | 395,000 | $23.6M |
| Foundations Investment Advisors, LLC | 0.37% | Add +1.8% | 391,952 | $23.4M |
| Vise Technologies, Inc. | 0.96% | — | 390,381 | $23.3M |
| Stratos Wealth Advisors, LLC | 1.22% | Add +55.1% | 386,947 | $23.1M |
| Wooster Corthell Wealth Management, Inc. | 4.21% | Reduce -17.0% | 380,159 | $22.7M |
| Arista Wealth Management, LLC | 3.14% | Add +2.5% | 379,558 | $22.7M |
| Kondo Wealth Advisors, Inc. | 10.02% | Add +4.7% | 381,540 | $22.7M |
| 1834 Investment Advisors Co. | 2.83% | Reduce -5.5% | 374,141 | $22.4M |
| Sage Mountain Advisors LLC | 1.45% | Add +39.5% | 373,584 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.8% | 365,248 | $21.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -10.1% | 345,737 | $20.7M |
| Partners Capital Investment Group, LLP | 0.83% | Reduce -46.7% | 344,943 | $20.6M |
| Private Wealth Management Group, LLC | 6.77% | Add +2.7% | 340,837 | $20.4M |
| United Wealth Management, LLC | 5.86% | Reduce -3.7% | 337,201 | $20.2M |
| WBH Advisory Inc. | 1.72% | Add +20.3% | 336,558 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.9% | 331,469 | $19.8M |
| Kestra Investment Management, LLC | 0.60% | New | 329,758 | $19.7M |
| 3EDGE Asset Management, LP | 1.23% | Reduce -13.1% | 330,589 | $19.7M |
| Nova R Wealth, Inc. | 8.77% | Add +2.1% | 315,241 | $18.9M |
| 25 LLC | 6.68% | Add +14.0% | 303,974 | $18.2M |
| Montag A & Associates Inc. | 0.89% | Add +22.2% | 303,951 | $18.2M |
| Atria Investments, Inc | 0.21% | Add +21.3% | 299,105 | $17.9M |
| Park Avenue Securities LLC | 0.16% | Reduce -3.9% | 294,976 | $17.6M |
| Robertson Stephens Wealth Management, LLC | 0.61% | Reduce -39.7% | 293,123 | $17.5M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -14.5% | 285,416 | $17.1M |
| Addison Advisors LLC | 4.25% | Reduce -2.7% | 285,002 | $17.0M |
| Brady Martz Wealth Solutions, LLC | 3.28% | Add +106.5% | 283,187 | $16.9M |
| Cwm, LLC | 0.06% | Add +3.4% | 279,730 | $16.7M |
| Exchange Traded Concepts, LLC | 0.21% | Reduce -8.0% | 278,623 | $16.7M |
| Roth Financial Partners LLC | 5.94% | Add +8.7% | 275,438 | $16.5M |
| Hassell Wealth Management, LLC | 5.89% | Add +7.1% | 271,522 | $16.1M |
| Staley Capital Advisers Inc. | 0.68% | Add +2.5% | 266,712 | $16.0M |
| Jones Financial Companies LLLP | 0.01% | Add +17.2% | 264,909 | $15.8M |
| Capital Investment Services of America, Inc. | 1.43% | Add +0.1% | 262,143 | $15.7M |
| Roble, Belko & Company, Inc | 2.27% | Reduce -7.6% | 260,931 | $15.6M |
| Bank of Montreal | 0.01% | Add +0.5% | 259,402 | $15.5M |
| OneAscent Investment Solutions LLC | 16.42% | Add +4.9% | 257,255 | $15.4M |
| Dakota Wealth Management | 0.32% | Add +28.0% | 252,094 | $15.1M |
| Evoke Wealth, LLC | 0.35% | Reduce -7.6% | 249,576 | $14.9M |
| Longview Financial Advisors LLC | 9.15% | Reduce -0.5% | 244,122 | $14.6M |
| Family Wealth Partners, LLC | 5.83% | Add +2.9% | 243,686 | $14.6M |
| Modern Wealth Management, LLC | 0.35% | Reduce -11.8% | 239,892 | $14.3M |
| MainStreet Investment Advisors LLC | 1.97% | Add +30.7% | 238,389 | $14.3M |
| Ami Investment Management Inc. | 3.68% | Add +4.1% | 238,101 | $14.2M |
| Empowered Funds, LLC | 0.16% | Add +6.6% | 237,361 | $14.2M |
| Mayport, LLC | 3.38% | Add +6.1% | 235,702 | $14.1M |
| Baldwin Wealth Partners LLC | 0.95% | Add +1.9% | 233,514 | $14.0M |
| Net Worth Advisory Group | 3.06% | Add +109.2% | 230,799 | $13.8M |
| Peirce Capital Management, LLC | 6.05% | Reduce -4.4% | 227,976 | $13.6M |
| MassMutual Private Wealth & Trust, FSB | 0.36% | Add +31.7% | 227,091 | $13.6M |
| North Ridge Wealth Advisors, Inc. | 8.09% | Add +5.7% | 220,167 | $13.2M |
| Salomon & Ludwin, LLC | 1.25% | Add +8.2% | 212,690 | $12.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -11.3% | 210,420 | $12.5M |
| Vernal Point Advisors, LLC | 7.22% | Add +12.7% | 206,917 | $12.4M |
| Lowe Brockenbrough & Co. Inc. | 0.66% | Add +7.8% | 197,329 | $11.8M |
| Financial Advisory Partners, LLC | 3.71% | Add +65.8% | 197,071 | $11.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +19.5% | 197,048 | $11.8M |
| Kings Path Partners LLC | 4.72% | Add +2.6% | 195,933 | $11.7M |
| Lazard Asset Management LLC | 0.02% | Add +641.2% | 194,785 | $11.7M |
| Seaside Wealth Management, Inc. | 3.63% | Add +4.9% | 190,985 | $11.4M |
| Garde Capital, Inc. | 0.60% | Add +10.2% | 188,077 | $11.2M |
| Newport Capital Group, LLC | 7.59% | Add +1.1% | 187,161 | $11.2M |
| MML Investors Services, LLC | 0.03% | Reduce -25.1% | 185,842 | $11.1M |
| OneAscent Wealth Management LLC | 4.08% | Add +57.4% | 185,327 | $11.1M |
| Elevate Wealth Advisory, Inc. | 7.74% | Reduce -12.0% | 181,947 | $10.9M |
| Aerodigm Wealth, LLC | 5.22% | Add +10.2% | 181,686 | $10.9M |
| Aurdan Capital Management, LLC | 3.66% | New | 179,614 | $10.7M |
| Sun Life Financial Inc. | 0.57% | New | 175,700 | $10.5M |
| EverSource Wealth Advisors, LLC | 0.47% | Add +0.3% | 175,449 | $10.5M |
| Founders Grove Wealth Partners, LLC | 2.60% | Reduce -2.7% | 172,918 | $10.3M |
| Buska Wealth Management, LLC | 2.81% | Add +27.3% | 171,737 | $10.3M |
| Sharp Wealth Advisory, LLC | 6.59% | Add +12.0% | 170,940 | $10.2M |
| Souders Financial Advisors | 1.29% | Add +6.6% | 169,160 | $10.1M |
| Allworth Financial LP | 0.05% | Reduce -45.9% | 168,443 | $10.1M |
| First Affirmative Financial Network | 5.12% | Add +2.0% | 166,466 | $10.0M |
| Squire Investment Management Company, LLC | 3.67% | Add +1.6% | 166,316 | $9.9M |
| Friday Financial | 4.99% | Add +10.3% | 164,018 | $9.8M |
| Cambria Investment Management, L.P. | 0.66% | Add +26.4% | 164,381 | $9.8M |
| StrongBox Wealth, LLC | 3.68% | Add +5.3% | 162,334 | $9.7M |
| Providence First Trust Co | 3.43% | Reduce -0.1% | 162,107 | $9.7M |
| Beverly Hills Private Wealth, LLC | 1.83% | Reduce -12.0% | 161,758 | $9.7M |
| Archford Capital Strategies, LLC | 1.23% | Add +0.1% | 160,248 | $9.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -13.2% | 158,618 | $9.5M |
| AQR Capital Management | 0.01% | Add +9.3% | 157,735 | $9.4M |
| Rogco, LP | 3.52% | Add +16.0% | 156,371 | $9.4M |
| Cravens & Co Advisors, LLC | 6.92% | Reduce -1.0% | 155,123 | $9.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +33.4% | 151,253 | $9.0M |
| CogentBlue Wealth Advisors, LLC | 6.92% | Add +17.8% | 151,121 | $9.0M |
| CacheTech Inc. | 1.63% | Reduce -25.9% | 148,401 | $8.9M |
| Howe & Rusling Inc. | 0.65% | New | 146,598 | $8.8M |
| Adams Wealth Management | 1.65% | Reduce -23.7% | 144,624 | $8.6M |
| Renaissance Technologies | 0.01% | New | 144,500 | $8.6M |
| Simplicity Wealth,LLC | 0.36% | Add +97.2% | 142,898 | $8.5M |
| Sellwood Investment Partners LLC | 4.07% | Reduce -2.3% | 142,458 | $8.5M |
| United Capital Financial Advisors, LLC | 0.07% | Add +8.6% | 142,007 | $8.5M |
| Citadel Advisors | 0.01% | Add +214.2% | 141,031 | $8.4M |
| Brickley Wealth Management | 1.65% | Add +2.2% | 140,942 | $8.4M |
| Shotwell Rutter Baer Inc | 5.68% | Add +2.6% | 141,186 | $8.4M |
| Apollon Wealth Management, LLC | 0.16% | Add +12.9% | 136,979 | $8.2M |
| MAI Capital Management | 0.06% | Add +9.6% | 136,913 | $8.2M |
| Websterrogers Financial Advisors, LLC | 2.59% | Add +3.0% | 136,330 | $8.2M |
| Alps Advisors Inc. | 0.05% | Add +35.3% | 135,852 | $8.1M |
| Poinciana Advisors Group, LLC | 7.16% | Add +1.2% | 132,866 | $7.9M |
| Hurley Capital, LLC | 5.43% | Add +3.0% | 129,331 | $7.7M |
| NewEdge Advisors, LLC | 0.04% | Add +170.0% | 129,303 | $7.7M |
| Axos Invest Inc. | 5.82% | Reduce -3.5% | 128,892 | $7.7M |
| Apella Capital, LLC | 0.21% | Reduce -19.4% | 130,082 | $7.7M |
| R. W. Roge & Company, Inc. | 4.20% | Reduce -7.0% | 123,797 | $7.4M |
| Tillman Hartley LLC | 2.06% | Reduce -24.2% | 122,064 | $7.3M |
| Middleton & Co. Inc. | 0.81% | Add +14.8% | 121,195 | $7.2M |
| CWC Advisors, LLC. | 3.68% | Add +3.2% | 119,157 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -6.4% | 117,906 | $7.1M |
| Marietta Wealth Management, LLC | 0.90% | Add +1.4% | 115,557 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.4% | 111,997 | $6.7M |
| Brown Advisory Inc. | 0.01% | Add +20.9% | 110,170 | $6.6M |
| Hara Capital LLC | 4.04% | Reduce -0.4% | 108,884 | $6.5M |
| Burkett Financial Services, LLC | 2.34% | Add +15.9% | 108,704 | $6.5M |
| SMART Wealth LLC | 2.03% | Add +56.6% | 108,282 | $6.5M |
| Harvest Portfolios Group Inc. | 0.15% | Add +5.8% | 107,616 | $6.4M |
| Cobblestone Capital Advisors LLC | 0.33% | Add +3.4% | 106,982 | $6.4M |
| Dynamic Wealth Strategies, LLC | 4.57% | Add +61.5% | 105,990 | $6.3M |
| Silverleafe Capital Partners, LLC | 2.19% | Reduce -1.6% | 105,217 | $6.3M |
| RFG Advisory, LLC | 0.15% | Add +9.1% | 104,570 | $6.3M |
| Peoples Bank | 3.80% | Add +17.3% | 102,861 | $6.2M |
| Lauer Wealth, LLC | 5.13% | Add +0.8% | 102,638 | $6.1M |
| GenTrust, LLC | 0.29% | Reduce -15.5% | 102,184 | $6.1M |
| Atlas Capital Advisors Inc. | 0.74% | Add +151.0% | 101,482 | $6.1M |
| NewEdge Wealth, LLC | 0.09% | Add +9.6% | 101,403 | $6.1M |
| Comerica Bank | 0.02% | Reduce -70.0% | 101,189 | $6.1M |
| Ranch Capital Advisors Inc. | 2.60% | Add +7.3% | 100,323 | $6.0M |
| Integrated Advisors Network LLC | 0.27% | Reduce -4.7% | 99,967 | $6.0M |
| OMNI 360 Wealth, Inc. | 3.71% | Reduce -4.5% | 99,846 | $6.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.42% | Reduce -8.5% | 99,631 | $6.0M |
| Brucke Financial, Inc. | 4.12% | Add +5.2% | 99,041 | $5.9M |
| Marion Wealth Management | 1.48% | Add +1.4% | 98,985 | $5.9M |
| AlphaQuest LLC | 0.58% | New | 98,111 | $5.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -8.1% | 96,875 | $5.8M |
| Synovus Financial Corp. | 0.07% | Reduce -0.1% | 96,355 | $5.8M |
| Ackerman Capital Advisors, LLC | 1.32% | Add +5.0% | 95,002 | $5.7M |
| Five Pine Wealth Management | 4.20% | Add +15.7% | 94,512 | $5.7M |
| AdvisorNet Financial, Inc | 0.36% | Add +12.5% | 93,959 | $5.6M |
| Walker Financial Services, Inc. | 2.52% | Add +3.8% | 92,641 | $5.5M |
| Fermata Advisors, LLC | 1.48% | Add +3.4% | 92,631 | $5.5M |
| Segment Wealth Management, LLC | 0.35% | Reduce -3.3% | 92,256 | $5.5M |
| Kraft Asset Management, LLC | 5.12% | Reduce -2.9% | 92,007 | $5.5M |
| Regions Financial Corp. | 0.04% | Add +1.8% | 91,962 | $5.5M |
| WNY Asset Management, LLC | 0.60% | Add +11.1% | 90,615 | $5.4M |
| Fluent Financial, LLC | 2.17% | Reduce -17.3% | 88,217 | $5.3M |
| Impact Investors, Inc | 3.72% | Add +15.0% | 88,104 | $5.3M |
| Minot DeBlois Advisors LLC | 4.99% | Reduce -4.0% | 88,054 | $5.3M |
| Stableford Capital II LLC | 1.93% | Reduce -2.0% | 86,507 | $5.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.82% | Add +138.4% | 85,408 | $5.1M |
| WESCAP Management Group, Inc. | 1.16% | Add +229.3% | 85,360 | $5.1M |
| Principal Securities, Inc. | 0.09% | Add +5.0% | 83,809 | $5.0M |
| Resonant Capital Advisors, LLC | 0.32% | Reduce -9.9% | 82,591 | $4.9M |
| Wit, LLC | 0.12% | Reduce -4.9% | 82,534 | $4.9M |
| Hexagon Capital Partners LLC | 1.09% | Add +8.1% | 81,524 | $4.9M |
| AE Wealth Management LLC | 0.04% | Reduce -86.0% | 81,169 | $4.9M |
| HMV Wealth Advisors, LLC | 3.14% | Add +13.1% | 80,024 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.4% | 79,890 | $4.8M |
| DORVAL Corp | 1.71% | New | 79,813 | $4.8M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +11.4% | 79,228 | $4.7M |
| Checchi Capital Advisers, LLC | 0.33% | Reduce -12.3% | 78,727 | $4.7M |
| Dopkins Wealth Management, LLC | 2.11% | Add +19.6% | 78,501 | $4.7M |
| Benjamin Edwards Inc. | 0.06% | Reduce -2.8% | 77,446 | $4.6M |
| M&T Bank Corp | 0.02% | Reduce -40.9% | 77,291 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -24.7% | 77,506 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 76,480 | $4.6M |
| Shufro Rose & Co. LLC | 0.37% | Reduce -0.6% | 76,614 | $4.6M |
| Merit Financial Group, LLC | 0.05% | Add +31.9% | 74,734 | $4.5M |
| Foster & Motley Inc. | 0.25% | Reduce -19.9% | 73,738 | $4.4M |
| AlTi Global, Inc. | 0.11% | Add +2.5% | 74,009 | $4.4M |
| Morningstar Investment Management LLC | 0.38% | Reduce -40.6% | 72,197 | $4.3M |
| Auour Investments LLC | 1.48% | Reduce -3.5% | 71,990 | $4.3M |
| True Link Financial Advisors, LLC | 0.29% | No change | 71,443 | $4.3M |
| Rialto Wealth Management, LLC | 1.19% | Add +33.2% | 71,174 | $4.3M |
| LifePlan Financial, LLC | 3.47% | Reduce -1.4% | 69,920 | $4.2M |
| Victory Financial Group, LLC | 0.66% | Reduce -1.6% | 69,676 | $4.2M |
| RoundAngle Advisors LLC | 3.40% | Reduce -4.4% | 68,121 | $4.1M |
| Curi Capital, LLC | 0.08% | New | 67,560 | $4.0M |
| RB Capital Management, LLC | 0.95% | Add +0.3% | 67,502 | $4.0M |
| Prime Buchholz LLC | 1.28% | Add +273.3% | 67,129 | $4.0M |
| Wedmont Private Capital | 0.17% | Add +5.5% | 67,162 | $4.0M |
| PYA Waltman Capital, LLC | 1.14% | Reduce -2.1% | 66,227 | $4.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.74% | Reduce -27.3% | 66,128 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -83.0% | 65,832 | $3.9M |
| JDH Wealth Management, LLC | 2.92% | Add +20.6% | 63,763 | $3.8M |
| Acropolis Investment Management, LLC | 0.21% | Add +2.4% | 63,558 | $3.8M |
| Blume Capital Management, Inc. | 0.77% | Add +22.4% | 63,175 | $3.8M |
| Foster Victor Wealth Advisors, LLC | 0.26% | Add +0.1% | 63,600 | $3.8M |
| Alexander Labrunerie & Co., Inc. | 1.56% | Reduce -1.4% | 62,778 | $3.8M |
| D.B. Root & Company, LLC | 1.11% | New | 62,748 | $3.8M |
| Nicolet Advisory Services, LLC | 0.32% | Add +51.6% | 62,778 | $3.8M |
| Baker Boyer National Bank | 1.28% | Reduce -26.6% | 62,119 | $3.7M |
| Kaufman Rossin Wealth, LLC | 2.32% | Add +15.8% | 61,202 | $3.7M |
| National Bank of Canada | 0.00% | Add +3884.3% | 61,040 | $3.7M |
| Mgo One Seven LLC | 0.12% | Add +2.2% | 60,001 | $3.6M |
| Genesis Private Wealth, LLC | 1.69% | Add +0.2% | 59,958 | $3.6M |
| Alhambra Investment Management LLC | 1.76% | Add +4.0% | 59,485 | $3.6M |
| Harbour Investments, Inc. | 0.09% | Add +8.8% | 59,056 | $3.5M |
| Leavell Investment Management, Inc. | 0.16% | Add +19.3% | 58,957 | $3.5M |
| REDW Wealth LLC | 1.39% | Add +0.5% | 58,633 | $3.5M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 58,511 | $3.5M |
| TD Private Client Wealth LLC | 0.09% | Add +26.2% | 58,115 | $3.5M |
| CFS Investment Advisory Services, LLC | 0.28% | Add +12.4% | 57,670 | $3.4M |
| Hancock Whitney Corp. | 0.07% | Reduce -5.1% | 57,073 | $3.4M |
| Independent Advisor Alliance | 0.10% | Add +4.4% | 57,021 | $3.4M |
| James Investment Research, Inc. | 0.40% | Reduce -3.5% | 56,067 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -27.7% | 56,007 | $3.3M |
| Tiff Advisory Services, LLC | 0.79% | No change | 55,717 | $3.3M |
| Claris Advisors, LLC / Mo / | 1.16% | Add +33.2% | 55,631 | $3.3M |
| Hikari Tsushin, Inc. | 0.23% | No change | 54,954 | $3.3M |
| Orcam Financial Group | 2.83% | Add +1.2% | 54,516 | $3.3M |
| Plan A Wealth LLC | 1.84% | Add +140.8% | 54,212 | $3.2M |
| CW Advisors, LLC | 0.03% | Add +0.7% | 54,133 | $3.2M |
| Hickory Point Bank & Trust | 2.60% | Add +7.2% | 53,860 | $3.2M |
| LFA - Lugano Financial Advisors SA | 1.90% | Reduce -19.7% | 54,004 | $3.2M |
| Bull Street Advisors, LLC | 1.54% | Add +3.3% | 53,455 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +23.6% | 53,075 | $3.2M |
| Dorsey & Whitney Trust CO LLC | 0.16% | Reduce -7.9% | 51,834 | $3.1M |
| Ameritas Advisory Services, LLC | 0.16% | Reduce -45.2% | 51,800 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Add +15.1% | 51,388 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -85.3% | 51,533 | $3.1M |
| Bragg Financial Advisors, Inc | 0.11% | Add +0.9% | 50,938 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.03% | No change | 50,420 | $3.0M |
| Capstone Wealth Management, LLC | 2.64% | Add +14.5% | 50,275 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.25% | Add +15.6% | 50,091 | $3.0M |
| Betterment LLC | 0.01% | Add +29.0% | 49,877 | $3.0M |
| Human Investing LLC | 0.47% | Add +2.5% | 49,646 | $3.0M |
| &partners | 0.02% | Add +24.5% | 49,820 | $3.0M |
| Edgestream Partners, L.P. | 0.08% | New | 49,473 | $3.0M |
| Nilsine Partners, LLC | 0.30% | Add +2.2% | 49,438 | $3.0M |
| Graypoint LLC | 0.16% | Add +5.9% | 48,161 | $2.9M |
| IRON Financial LLC | 1.52% | Reduce -9.0% | 47,985 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +44.0% | 47,844 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -0.4% | 46,995 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -20.8% | 45,750 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +22.2% | 45,683 | $2.7M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +63.1% | 45,400 | $2.7M |
| Diversify Wealth Management, LLC | 0.17% | Reduce -20.5% | 45,223 | $2.7M |
| Consolidated Portfolio Review Corp | 0.37% | Reduce -7.4% | 44,986 | $2.7M |
| Earned Wealth Advisors, LLC | 0.53% | Add +0.1% | 44,858 | $2.7M |
| Retireful, LLC | 1.84% | New | 44,750 | $2.7M |
| Global Endowment Management, LP | 0.36% | No change | 44,700 | $2.7M |
| Theory Financial LLC | 1.01% | Reduce -57.0% | 44,670 | $2.7M |
| FSC Wealth Advisors, LLC | 1.64% | Add +4.9% | 43,356 | $2.6M |
| Tandem Investment Partners LLC | 2.25% | Add +9.0% | 43,050 | $2.6M |
| Croban | 2.18% | Add +169.1% | 42,636 | $2.5M |
| Brookstone Capital Management | 0.03% | Add +22.6% | 42,297 | $2.5M |
| Cornerstone Wealth Advisors, Inc. | 0.64% | Add +0.7% | 41,373 | $2.5M |
| LJI Wealth Management, LLC | 0.43% | Add +1.5% | 41,361 | $2.5M |
| Transcendent Capital Group LLC | 1.26% | Reduce -0.3% | 41,023 | $2.5M |
| Thrive Capital Management, LLC | 0.77% | New | 40,911 | $2.4M |
| Altiora Financial Group, LLC | 0.47% | Reduce -0.7% | 40,559 | $2.4M |
| BIP Alliance, LLC | 0.93% | Reduce -1.0% | 40,425 | $2.4M |
| Whitcomb & Hess, Inc. | 0.68% | Add +0.6% | 40,244 | $2.4M |
| RHS Financial, LLC | 1.35% | Add +998.1% | 39,673 | $2.4M |
| CGN Advisors LLC | 0.21% | Add +27.0% | 39,360 | $2.4M |
| Ballentine Partners, LLC | 0.04% | Reduce -7.2% | 39,349 | $2.4M |
| Strategic Investment Solutions, Inc. | 0.71% | Add +13.2% | 39,290 | $2.3M |
| Two Sigma Securities, LLC | 0.29% | Add +26.4% | 39,140 | $2.3M |
| Anderson Hoagland & Co. | 0.22% | No change | 38,505 | $2.3M |
| Atlantic Union Bankshares Corp | 0.05% | New | 38,313 | $2.3M |
| Smithfield Trust Co | 0.11% | Add +5.1% | 38,118 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -1.8% | 37,834 | $2.3M |
| Rothschild Investment LLC | 0.14% | Reduce -8.7% | 37,585 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.0% | 37,457 | $2.2M |
| Janus Henderson Group PLC | 0.00% | Add +120.4% | 36,966 | $2.2M |
| Advyzon Investment Management, LLC | 0.48% | Reduce -8.4% | 36,204 | $2.2M |
| Stonehearth Capital Management, LLC | 0.90% | Reduce -24.1% | 36,140 | $2.2M |
| Benningfield Financial Advisors, LLC | 1.85% | Reduce -7.6% | 35,843 | $2.1M |
| Signet Financial Management, LLC | 0.27% | Reduce -0.6% | 35,382 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -48.0% | 34,805 | $2.1M |
| Mechanics Financial Corp | 0.87% | Add +20.3% | 34,254 | $2.0M |
| South Plains Financial, Inc. | 1.42% | Add +8.1% | 33,814 | $2.0M |
| First American Trust, FSB | 0.16% | Add +5.5% | 33,047 | $2.0M |
| Chandler Asset Management, Inc. | 0.35% | No change | 32,540 | $1.9M |
| Summit Wealth & Retirement Planning, Inc. | 0.52% | Reduce -7.4% | 32,503 | $1.9M |
| Quattro Financial Advisors LLC | 0.68% | Reduce -1.2% | 32,473 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -3.0% | 32,456 | $1.9M |
| Archer Investment Management, LLC | 1.40% | Add +57.6% | 32,358 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +18.8% | 32,031 | $1.9M |
| Kovack Advisors, Inc. | 0.19% | Reduce -1.0% | 31,692 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -5.5% | 31,687 | $1.9M |
| Shayne & Jacobs, LLC | 0.62% | No change | 31,180 | $1.9M |
| LeConte Wealth Management, LLC | 1.26% | Reduce -12.7% | 31,126 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.5% | 30,939 | $1.9M |
| OneAscent Family Office, LLC | 1.75% | Add +29.6% | 30,930 | $1.9M |
| Pure Financial Advisors, LLC | 0.03% | Add +97.0% | 30,915 | $1.8M |
| Pinnacle Bancorp, Inc. | 0.56% | Add +16.3% | 30,106 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.33% | Add +48.6% | 30,070 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.41% | Reduce -6.9% | 29,513 | $1.8M |
| Essex Bank | 0.41% | Add +8.4% | 29,041 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.8% | 28,920 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +20.7% | 28,607 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +30.9% | 28,536 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.22% | Add +45.1% | 28,534 | $1.7M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -75.2% | 28,104 | $1.7M |
| Tudor Investment Corporation | 0.01% | New | 28,091 | $1.7M |
| Trivium Point Advisory, LLC | 0.18% | Add +123.7% | 27,795 | $1.7M |
| Belpointe Asset Management LLC | 0.07% | Add +68.1% | 27,184 | $1.6M |
| Forza Wealth Management, LLC | 0.66% | Add +54.5% | 27,031 | $1.6M |
| Wells Financial Advisors INC | 2.21% | Reduce -9.1% | 26,934 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +28.4% | 26,688 | $1.6M |
| Nixon Peabody Trust Co. | 0.12% | Reduce -26.8% | 26,667 | $1.6M |
| Fagan Associates, Inc. | 0.24% | Reduce -1.9% | 26,335 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +30.1% | 26,134 | $1.6M |
| Legacy PCG, LLC | 0.98% | Reduce -48.7% | 25,575 | $1.5M |
| Parkside Advisors LLC | 0.33% | Add +0.4% | 25,325 | $1.5M |
| Keb Asset Management, LLC | 0.37% | Add +255.5% | 25,108 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.05% | No change | 25,028 | $1.5M |
| Towne Trust Company, N.A | 0.52% | Add +76.0% | 25,021 | $1.5M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.4% | 24,393 | $1.5M |
| Ignite Planners, LLC | 0.25% | Add +8.0% | 24,445 | $1.4M |
| Nwam LLC | 0.08% | Add +20.3% | 24,295 | $1.4M |
| Clarity Capital Advisors, LLC | 0.84% | Add +53.4% | 23,993 | $1.4M |
| SigFig Wealth Management, LLC | 0.05% | Add +33.2% | 23,790 | $1.4M |
| Americana Partners, LLC | 0.05% | Reduce -0.3% | 23,437 | $1.4M |
| Compass Ion Advisors, LLC | 0.15% | Add +61.0% | 23,161 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.4% | 23,085 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 22,778 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +47.7% | 22,791 | $1.4M |
| Christopher J. Hasenberg, Inc | 0.50% | New | 22,694 | $1.4M |
| E&G Advisors, LLC | 0.35% | No change | 22,505 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +49.8% | 22,347 | $1.3M |
| Talon Private Wealth, LLC | 0.18% | Add +26.6% | 22,346 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Add +15.1% | 22,288 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -13.8% | 22,160 | $1.3M |
| Arax Advisory Partners | 0.06% | Add +3.3% | 21,786 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | Add +145.8% | 21,753 | $1.3M |
| Hunter Associates Investment Management LLC | 0.19% | Add +15.1% | 21,449 | $1.3M |
| LCNB Corp. | 0.45% | Add +0.3% | 21,386 | $1.3M |
| Verity Asset Management, Inc. | 0.61% | Reduce -0.2% | 21,342 | $1.3M |
| Aspire Private Capital, LLC | 0.29% | Add +85.4% | 21,202 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.85% | Reduce -1.3% | 20,822 | $1.2M |
| Breakwater Investment Management | 0.47% | Reduce -23.9% | 20,403 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -5.2% | 20,215 | $1.2M |
| REAP Financial Group, LLC | 0.28% | Reduce -11.0% | 20,149 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +1.6% | 20,039 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +5.0% | 19,636 | $1.2M |
| Silver Oak Advisory Group, Inc. | 0.56% | Add +7.7% | 19,446 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 18,844 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -6.9% | 18,331 | $1.1M |
| Fiduciary Financial Group, LLC | 0.20% | Reduce -0.8% | 18,205 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.08% | Add +89.6% | 18,035 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +6.0% | 17,614 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.1% | 17,539 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 1.15% | — | 17,509 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.4% | 17,443 | $1.0M |
| Hanover Advisors Inc. | 0.42% | Add +100.0% | 17,370 | $1.0M |
| Lauterbach Financial Advisors, LLC | 0.57% | Add +6.1% | 17,341 | $1.0M |
| Abacus Wealth Partners, LLC | 0.16% | Reduce -39.5% | 17,319 | $1.0M |
| Team Hewins, LLC | 0.37% | Add +24.8% | 17,290 | $1.0M |
| Blossom Wealth Management | 1.82% | Add +13.7% | 17,204 | $1.0M |
| Compound Planning, Inc. | 0.04% | Reduce -9.6% | 17,174 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 16,802 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Add +63.6% | 16,736 | $1.0M |
| Schulz Wealth, LTD. | 0.73% | Add +26.5% | 16,307 | $975K |
| SkyOak Wealth, LLC | 0.19% | No change | 16,192 | $968K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -5.2% | 16,078 | $962K |
| CWS Financial Advisors, LLC | 0.28% | Add +65.0% | 16,040 | $959K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +47.2% | 15,432 | $923K |
| US Bancorp \de | 0.00% | Add +98.7% | 15,392 | $921K |
| Ramiah Investment Group | 0.99% | Reduce -5.4% | 15,324 | $917K |
| Advisory Services Network, LLC | 0.01% | New | 15,393 | $914K |
| SouthState Bank Corp | 0.04% | Add +0.1% | 14,861 | $889K |
| Investment Advisory Group, LLC | 0.27% | Add +0.1% | 14,813 | $886K |
| MMBG Investment Advisors Co. | 0.09% | No change | 14,793 | $885K |
| SWS Partners | 0.24% | New | 14,775 | $884K |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +31.6% | 14,723 | $881K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -7.4% | 14,700 | $879K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.0% | 14,696 | $879K |
| Rockwood Wealth Management, LLC | 0.08% | Add +18.5% | 14,690 | $879K |
| Winch Advisory Services, LLC | 0.21% | Add +1.0% | 14,481 | $866K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -19.6% | 14,405 | $862K |
| Stephens Group Asset Management, LLC | 0.06% | Add +0.0% | 14,304 | $856K |
| Keybank National Association | 0.00% | Add +71.4% | 14,201 | $849K |
| Ameraudi Asset Management, Inc. | 0.44% | Reduce -7.6% | 14,103 | $844K |
| Patten Group, Inc. | 0.18% | Reduce -18.4% | 13,980 | $836K |
| Core Wealth Partners LLC | 0.42% | Reduce -9.7% | 13,977 | $836K |
| Cresset Asset Management, LLC | 0.00% | Add +96.5% | 13,724 | $821K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -0.0% | 13,690 | $819K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.0% | 13,676 | $818K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -11.2% | 13,543 | $810K |
| Pines Wealth Management, LLC | 0.28% | Add +6.6% | 13,574 | $804K |
| Pioneer Wealth Management Group | 0.30% | New | 13,432 | $803K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -6.7% | 13,336 | $795K |
| Uptick Partners, LLC | 0.23% | Add +1.8% | 13,299 | $795K |
| Carter Financial Group, INC. | 0.52% | — | 13,185 | $789K |
| Rothschild Wealth LLC | 0.19% | Reduce -36.6% | 13,135 | $786K |
| Mutual Advisors, LLC | 0.02% | Add +1.5% | 12,951 | $768K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -32.5% | 12,758 | $763K |
| Savvy Advisors, Inc. | 0.05% | Reduce -35.1% | 12,748 | $762K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -8.3% | 12,710 | $760K |
| Laraway Financial Advisors Inc | 0.58% | Reduce -6.3% | 12,692 | $759K |
| River Street Advisors LLC | 0.33% | Add +196.4% | 12,638 | $756K |
| PFG Advisors | 0.03% | Add +1.0% | 12,512 | $748K |
| Wakefield Asset Management LLLP | 0.21% | New | 12,460 | $745K |
| Midwest Trust Co | 0.01% | — | 12,314 | $737K |
| Houlihan Financial Resource Group, Ltd. | 0.30% | No change | 12,278 | $733K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.2% | 12,131 | $726K |
| Keel Point, LLC | 0.05% | Reduce -5.4% | 12,001 | $718K |
| W.H. Cornerstone Investments Inc. | 0.45% | Add +0.0% | 11,796 | $706K |
| Topel & Distasi Wealth Management, LLC | 0.37% | Reduce -18.4% | 11,720 | $701K |
| CoreCap Advisors, LLC | 0.03% | Add +3.4% | 11,552 | $691K |
| ZWJ Investment Counsel Inc. | 0.03% | Reduce -9.1% | 11,504 | $688K |
| Future You Wealth LLC | 0.37% | New | 11,341 | $678K |
| Tenon Financial LLC | 0.29% | No change | 11,120 | $665K |
| HRT Financial LP | 0.00% | New | 11,045 | $660K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +8.6% | 10,957 | $655K |
| BIP Wealth, LLC | 0.04% | Add +21.3% | 10,925 | $653K |
| Leo Wealth, LLC | 0.05% | New | 10,924 | $653K |
| First Heartland Consultants, Inc. | 0.06% | New | 10,864 | $650K |
| Alteri Wealth LLC | 0.25% | Add +1.7% | 10,849 | $649K |
| Ethic Inc. | 0.01% | Reduce -62.1% | 10,849 | $647K |
| Gibraltar Capital Management, Inc. | 0.13% | Add +1.3% | 10,719 | $641K |
| Zhang Financial LLC | 0.03% | Reduce -0.1% | 10,709 | $641K |
| Icon Wealth Advisors, LLC | 0.05% | No change | 10,695 | $640K |
| Davidson Capital Management Inc. | 0.15% | Reduce -6.0% | 10,666 | $638K |
| Axis Wealth Partners, LLC | 0.42% | Add +15.1% | 10,585 | $633K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 10,449 | $625K |
| Thomasville National Bank | 0.04% | No change | 10,358 | $620K |
| Concord Asset Management, LLC | 0.09% | New | 10,192 | $610K |
| Concord Wealth Partners | 0.09% | Reduce -4.4% | 10,192 | $610K |
| Evergreen Capital Management LLC | 0.02% | No change | 10,095 | $604K |
| Bison Wealth, LLC | 0.05% | Reduce -19.3% | 9,975 | $597K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.8% | 9,833 | $588K |
| Iams Wealth Management, LLC | 0.27% | New | 9,754 | $583K |
| Legacy Edge Advisors, LLC | 0.08% | New | 9,623 | $576K |
| Flagstone Financial Management | 0.16% | No change | 9,579 | $573K |
| Choreo, LLC | 0.01% | Reduce -11.3% | 9,553 | $571K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +120.3% | 9,521 | $569K |
| Bailard, Inc. | 0.01% | Reduce -13.6% | 9,460 | $566K |
| Meitav Investment House Ltd. | 0.01% | Add +8.4% | 9,333 | $558K |
| Argent Trust Co | 0.02% | Add +9.2% | 9,258 | $554K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 9,176 | $549K |
| McAdam, LLC | 0.03% | Reduce -5.5% | 9,175 | $549K |
| Trust Co | 0.06% | Reduce -0.0% | 9,150 | $547K |
| Powers Advisory Group, LLC | 0.24% | Add +50.0% | 9,136 | $546K |
| Arkadios Wealth Advisors | 0.02% | Add +10.3% | 9,006 | $539K |
| Fund Evaluation Group, LLC | 0.02% | New | 8,863 | $530K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -50.3% | 8,798 | $526K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +11.8% | 8,793 | $526K |
| GeoWealth Management, LLC | 0.02% | Reduce -65.9% | 8,728 | $522K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -20.4% | 8,411 | $503K |
| Voisard Asset Management Group, Inc. | 0.13% | Add +29.7% | 8,324 | $498K |
| Calamos Wealth Management LLC | 0.02% | Add +18.7% | 8,310 | $497K |
| Westfuller Advisors, LLC | 0.28% | Add +1.0% | 8,268 | $495K |
| Sapient Capital LLC | 0.01% | New | 8,237 | $493K |
| Princeton Global Asset Management LLC | 0.09% | New | 8,139 | $487K |
| Stonebridge Financial Planning Group, LLC | 0.20% | Reduce -9.2% | 7,935 | $475K |
| Vista Capital Partners, Inc. | 0.05% | Add +33.5% | 7,798 | $466K |
| Composition Wealth, LLC | 0.01% | Add +39.2% | 7,651 | $458K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +0.7% | 7,644 | $457K |
| United Community Bank | 0.15% | Reduce -2.4% | 7,446 | $445K |
| Power Wealth Management LLC | 0.17% | Reduce -0.9% | 7,375 | $441K |
| Clear Point Advisors Inc. | 0.37% | Add +1.6% | 7,370 | $441K |
| Parsons Capital Management Inc. | 0.03% | Add +1.0% | 7,325 | $438K |
| Natural Investments, LLC | 0.11% | Add +8.1% | 7,321 | $437K |
| Summit Global Investments | 0.03% | Reduce -0.6% | 7,144 | $427K |
| Aries Wealth Management | 0.11% | Reduce -49.0% | 7,105 | $425K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -9.0% | 7,161 | $425K |
| Fortress Financial Solutions, LLC | 0.53% | Add +93.6% | 7,095 | $424K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -1.0% | 7,025 | $420K |
| FC Advisory LLC | 0.13% | Add +4.7% | 7,018 | $420K |
| Silver Oak Wealth Advisors Services, LLC | 0.30% | Reduce -90.9% | 6,924 | $414K |
| Aspiriant, LLC | 0.01% | Reduce -23.7% | 6,907 | $413K |
| Disciplined Investments, LLC | 0.17% | Add +0.5% | 6,902 | $413K |
| Tennessee Valley Asset Management Partners | 0.10% | No change | 6,900 | $413K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | Reduce -56.0% | 6,964 | $412K |
| Caldwell Trust Co | 0.04% | Add +5.3% | 6,749 | $404K |
| Parallel Advisors, LLC | 0.01% | No change | 6,665 | $399K |
| Sovran Advisors, LLC | 0.04% | New | 6,731 | $398K |
| Pacific Wealth Management | 0.20% | New | 6,652 | $398K |
| PFG Investments, LLC | 0.02% | Add +52.7% | 6,316 | $378K |
| Brown Brothers Harriman & Co. | 0.00% | Add +679.5% | 6,283 | $376K |
| Private Trust Co. NA | 0.04% | Add +37.9% | 6,264 | $375K |
| Stevens Capital Partners | 0.13% | Reduce -2.6% | 6,272 | $375K |
| Wingate Wealth Advisors, Inc. | 0.33% | Add +82.0% | 6,258 | $374K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.2% | 6,243 | $373K |
| Lanark Financial, Inc. | 0.03% | Add +59.5% | 6,205 | $371K |
| McLean Asset Management Corp | 0.10% | Reduce -0.5% | 6,237 | $371K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,135 | $367K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -0.2% | 5,921 | $354K |
| Cahaba Wealth Management, Inc. | 0.03% | New | 5,867 | $351K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +18.5% | 5,853 | $350K |
| IFG Advisory, LLC | 0.02% | Reduce -86.1% | 5,852 | $350K |
| Warner Financial, Inc. | 0.14% | No change | 5,859 | $350K |
| Stansberry Asset Management, LLC | 0.04% | Add +3.0% | 5,835 | $349K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.0% | 5,817 | $348K |
| SpringVest Wealth Management LLC | 0.28% | New | 5,738 | $343K |
| Boston Family Office LLC | 0.02% | Reduce -39.9% | 5,742 | $343K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +12.5% | 5,724 | $342K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.7% | 5,702 | $341K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.6% | 5,669 | $339K |
| Titleist Asset Management, LLC | 0.03% | Add +6.8% | 5,547 | $332K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -45.0% | 5,514 | $330K |
| Cadence Bank | 0.02% | Add +2.2% | 5,475 | $327K |
| Caitlin John, LLC | 0.30% | Add +59.0% | 5,461 | $327K |
| Regal Investment Advisors LLC | 0.02% | Add +9.2% | 5,454 | $326K |
| Arlington Financial Advisors, LLC | 0.05% | Add +0.5% | 5,454 | $326K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.9% | 5,450 | $326K |
| Parkwoods Wealth Partners, LLC | 0.19% | New | 5,434 | $325K |
| Certified Advisory Corp | 0.03% | New | 5,430 | $325K |
| InTrack Investment Management Inc | 0.22% | No change | 5,400 | $323K |
| Prairieview Wealth Partners, LLC | 0.33% | No change | 5,376 | $322K |
| WFA of San Diego, LLC | 0.24% | — | 5,333 | $319K |
| IVC Wealth Advisors LLC | 0.16% | Reduce -12.2% | 5,331 | $319K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -12.2% | 5,327 | $319K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 5,320 | $318K |
| Iowa State Bank | 0.06% | No change | 5,271 | $315K |
| ETF Store, Inc. | 0.36% | Reduce -0.7% | 5,263 | $315K |
| Global Assets Advisory, LLC | 0.12% | Reduce -66.7% | 5,290 | $315K |
| Integrated Investment Consultants, LLC | 0.06% | Add +0.5% | 5,216 | $312K |
| Greenleaf Trust | 0.00% | New | 5,214 | $312K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,197 | $311K |
| Sachem Hill LLC | 0.06% | Reduce -4.6% | 5,181 | $310K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 5,175 | $310K |
| Keebeck Wealth Management | 0.04% | Add +3.8% | 5,083 | $304K |
| American Financial Advisors, LLC | 0.04% | Add +0.9% | 5,026 | $301K |
| Pictet North America Advisors SA | 0.03% | New | 5,020 | $300K |
| Cove Street Capital, LLC | 0.44% | New | 5,000 | $299K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -34.4% | 4,933 | $295K |
| Joel Adams & Associates, Inc. | 0.26% | No change | 4,898 | $293K |
| Successful Portfolios LLC | 0.18% | Add +26.1% | 4,824 | $289K |
| Sigma Planning Corp | 0.01% | Reduce -1.8% | 4,773 | $285K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $282K |
| Waller Financial Planning Group, Inc. | 0.07% | Reduce -7.5% | 4,708 | $282K |
| Sunflower Bank, N.A. | 0.07% | Add +33.2% | 4,604 | $275K |
| Financial Council, LLC | 0.13% | Add +1.0% | 4,545 | $272K |
| Wealth Management Resources, Inc. | 0.09% | Add +12.5% | 4,510 | $270K |
| Johnson Bixby & Associates, LLC | 0.04% | New | 4,410 | $264K |
| CX Institutional | 0.01% | No change | 4,396 | $263K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 4,360 | $261K |
| Meridian Wealth Partners, LLC | 0.04% | Add +0.6% | 4,325 | $259K |
| C M Bidwell & Associates Ltd. | 0.13% | New | 4,320 | $258K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 4,310 | $258K |
| Meyer Handelman Co. | 0.01% | No change | 4,296 | $257K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.6% | 4,283 | $256K |
| Fairscale Capital, LLC | 0.19% | New | 4,310 | $256K |
| Manning & Napier Advisors LLC | 0.00% | New | 4,287 | $256K |
| Texas Bank & Trust Co | 0.10% | Reduce -10.4% | 4,258 | $255K |
| St Germain D J Co. Inc. | 0.01% | New | 4,257 | $255K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.5% | 4,253 | $254K |
| National Philanthropic Trust | 0.00% | No change | 4,246 | $254K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -32.1% | 4,235 | $253K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,211 | $252K |
| ARK & TLK Investments, LLC | 0.08% | No change | 4,206 | $252K |
| SwitchPoint Financial Planning, LLC | 0.21% | Add +0.7% | 4,204 | $251K |
| Austin Wealth Management, LLC | 0.04% | New | 4,236 | $251K |
| Astra Wealth Partners LLC | 0.20% | No change | 4,175 | $250K |
| Crews Bank & Trust | 0.04% | No change | 4,168 | $249K |
| Traub Capital Management LLC | 0.22% | — | 4,050 | $242K |
| Latitude Advisors, LLC | 0.12% | Reduce -15.4% | 4,028 | $241K |
| Procyon Advisors, LLC | 0.02% | New | 4,028 | $241K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -0.5% | 4,021 | $241K |
| Parkworth Wealth Management, Inc. | 0.17% | Add +17.1% | 4,007 | $240K |
| Howard Wealth Management, LLC | 0.12% | Add +1.3% | 3,902 | $233K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.5% | 3,828 | $229K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,763 | $225K |
| Columbus Macro, LLC | 0.03% | No change | 3,742 | $224K |
| Rehmann Capital Advisory Group | 0.01% | No change | 3,700 | $221K |
| Pure Portfolios Holdings LLC | 0.07% | Add +0.8% | 3,682 | $220K |
| Maia Wealth LLC | 0.04% | New | 3,678 | $220K |
| Courier Capital LLC | 0.01% | Reduce -7.1% | 3,670 | $219K |
| Laffer Tengler Investments, Inc. | 0.05% | New | 3,646 | $218K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 3,634 | $217K |
| Millennium Management | 0.00% | New | 3,564 | $213K |
| Mittelman Wealth Management | 0.18% | Reduce -21.4% | 3,546 | $212K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 3,541 | $212K |
| GenWealth Group, Inc. | 0.04% | No change | 3,530 | $211K |
| IFG Advisors, LLC | 0.04% | Reduce -22.3% | 3,528 | $211K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 3,520 | $211K |
| Semitam Bonam LLC | 0.20% | — | 3,519 | $210K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 3,517 | $210K |
| Portland Financial Advisors Inc | 0.50% | New | 3,510 | $210K |
| Coyle Financial Counsel LLC | 0.06% | New | 3,507 | $210K |
| Verisail Partners, LLC | 0.09% | No change | 3,442 | $206K |
| Capital Squared Financial LLC | 0.24% | — | 3,432 | $205K |
| Valley Forge Investment Consultants Inc. Adv | 0.07% | Add +1.0% | 3,408 | $204K |
| Sharkey, Howes & Javer | 0.03% | Reduce -31.8% | 3,371 | $202K |
| GAMMA Investing LLC | 0.01% | Reduce -63.0% | 3,361 | $201K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +592.8% | 3,353 | $201K |
| Allie Family Office LLC | 0.10% | New | 3,346 | $200K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.0% | 3,256 | $195K |
| Bridge Generations Wealth Management LLC | 0.11% | New | 3,144 | $188K |
| Coston, McIsaac & Partners | 0.05% | New | 3,081 | $184K |
| Inlight Wealth Management, LLC | 0.09% | Add +41.7% | 2,974 | $178K |
| BlackRock, Inc. | 0.00% | Add +18.7% | 2,939 | $176K |
| Global Retirement Partners, LLC | 0.00% | — | 2,923 | $175K |
| Signaturefd, LLC | 0.00% | Add +8.3% | 2,801 | $168K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $160K |
| Angeles Wealth Management, LLC | 0.01% | New | 2,671 | $160K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.4% | 2,580 | $154K |
| Morton Brown Family Wealth, LLC | 0.05% | No change | 2,565 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,500 | $150K |
| Bogart Wealth, LLC | 0.01% | Add +39.5% | 2,444 | $146K |
| Cape Investment Advisory, Inc. | 0.05% | Add +67.3% | 2,065 | $124K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 2,000 | $120K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -12.9% | 1,984 | $119K |
| TCTC Holdings, LLC | 0.00% | New | 1,955 | $117K |
| Eastern Bank | 0.00% | No change | 1,930 | $115K |
| Avion Wealth | 0.03% | Reduce -2.0% | 1,935 | $115K |
| Raelipskie Partnership | 0.05% | New | 1,850 | $111K |
| Trust Co. of Vermont | 0.01% | Add +81.6% | 1,845 | $110K |
| CENTRAL TRUST Co | 0.00% | Add +17.8% | 1,775 | $106K |
| Woodside Wealth Management LLC | 0.09% | No change | 1,663 | $99K |
| Brooklyn Investment Group | 0.01% | New | 1,635 | $98K |
| 2UniFi Bank | 0.06% | Add +46.1% | 1,633 | $98K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +5835.3% | 5,750,203 | $97K |
| Grove Bank & Trust | 0.01% | New | 1,549 | $93K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 1,510 | $90K |
| Register Financial Advisors LLC | 0.04% | New | 1,500 | $90K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,472 | $88K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -48.6% | 1,425 | $85K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $84K |
| Capital Analysts, LLC | 0.00% | Reduce -3.0% | 1,407 | $84K |
| Essential Partners LLC | 0.03% | — | 1,374 | $82K |
| Sound Income Strategies, LLC | 0.00% | Reduce -19.0% | 1,350 | $81K |
| Pacifica Partners Inc. | 0.03% | No change | 1,330 | $79K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,315 | $79K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,253 | $75K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -74.1% | 1,238 | $74K |
| WealthShield Partners, LLC | 0.01% | Add +10.9% | 1,087 | $65K |
| First Pacific Financial | 0.01% | No change | 1,055 | $63K |
| Webster Bank, N. A. | 0.01% | No change | 1,049 | $63K |
| Bessemer Group Inc. | 0.00% | No change | 1,029 | $62K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -76.2% | 1,015 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 996 | $60K |
| Transce3nd, LLC | 0.03% | Reduce -88.8% | 996 | $59K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 912 | $54K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -99.9% | 898 | $54K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 901 | $54K |
| Integrity Financial Corp | 0.03% | No change | 820 | $49K |
| Perkins Coie Trust Co | 0.01% | New | 813 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 795 | $48K |
| Briaud Financial Planning Inc | 0.02% | No change | 794 | $47K |
| Winthrop Capital Management, LLC | 0.01% | New | 767 | $46K |
| Rossby Financial, LCC | 0.02% | Add +13.8% | 751 | $45K |
| High Note Wealth, LLC | 0.01% | Reduce -14.1% | 741 | $44K |
| Financial Connections Group, Inc. | 0.02% | New | 738 | $44K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 731 | $44K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 708 | $42K |
| Asset Dedication, LLC | 0.00% | Add +707.3% | 662 | $40K |
| Colonial Trust Co / SC | 0.01% | No change | 643 | $38K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -46.0% | 611 | $37K |
| AllSquare Wealth Management LLC | 0.02% | No change | 607 | $36K |
| Financial Gravity Companies, Inc. | 0.01% | — | 591 | $35K |
| True Wealth Design, LLC | 0.01% | Add +65.5% | 576 | $34K |
| Fifth Third Bancorp | 0.00% | New | 569 | $34K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $32K |
| Daiwa Securities Group Inc. | 0.00% | Add +21.6% | 541 | $32K |
| First PREMIER Bank | 0.01% | Reduce -74.7% | 526 | $31K |
| Nemes Rush Group LLC | 0.00% | Add +703.1% | 514 | $31K |
| YANKCOM Partnership | 0.01% | No change | 512 | $31K |
| Bokf, NA | 0.00% | No change | 475 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.2% | 481 | $28K |
| Fairman Group, LLC | 0.02% | Add +10.8% | 430 | $26K |
| Trust Co. of Toledo NA | 0.00% | New | 422 | $25K |
| Beacon Capital Management, LLC | 0.00% | Add +1.0% | 407 | $24K |
| Kilter Group LLC | 0.01% | New | 396 | $24K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.8% | 398 | $24K |
| Avalon Trust Co | 0.00% | New | 352 | $21K |
| NewSquare Capital LLC | 0.00% | New | 348 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 334 | $20K |
| Delos Wealth Advisors, LLC | 0.02% | New | 330 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 296 | $18K |
| Sachetta, LLC | 0.01% | No change | 288 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 282 | $17K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 269 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -96.9% | 260 | $16K |
| Headlands Technologies LLC | 0.00% | New | 251 | $15K |
| Quaker Wealth Management, LLC | 0.00% | — | 240 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -70.4% | 224 | $13K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -12.5% | 224 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 223 | $13K |
| Keener Financial Planning LLC | 0.01% | New | 221 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 233 | $13K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| Larson Financial Group LLC | 0.00% | Add +15.1% | 191 | $11K |
| BankPlus Trust Department | 0.00% | No change | 180 | $11K |
| Abound Wealth Management | 0.00% | Add +17.0% | 179 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -62.3% | 167 | $10K |
| Olistico Wealth, LLC | 0.01% | New | 163 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 144 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 147 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.5% | 134 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 133 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 105 | $6K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -96.8% | 104 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +4950.0% | 101 | $6K |
| Robinswood Financial LLC | 0.00% | New | 100 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -9.5% | 95 | $6K |
| Colonial Trust Advisors | 0.00% | New | 86 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 85 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 72 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 66 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 62 | $4K |
| Curio Wealth, LLC | 0.00% | Add +1425.0% | 61 | $4K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Spire Wealth Management | 0.00% | Reduce -92.5% | 50 | $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 |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 33 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 29 | $2K |
| Newton One Investments LLC | 0.00% | New | 28 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.2% | 23 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 22 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 18 | $1K |
| Virtus Fixed Income Advisers, LLC | 0.00% | — | 15 | $897 |
| New Millennium Group LLC | 0.00% | Reduce -93.2% | 9 | $544 |
| Frazier Financial Advisors, LLC | 0.00% | New | 9 | $541 |
| First Command Advisory Services, Inc. | 0.00% | New | 6 | $359 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $119 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.