Vanguard Intermediate-Term TVGITETF
13F holders, Q3 2025 (September 30)815holders −4
64new positions
57sold out
5famous investors
$59.99avg. 13F price*
At the end of Q3 2025, 815 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, down 4 from Q2 2025. 64 opened new positions and 57 sold out. The largest holders were JPMorgan Chase & Co. ($4.3B), Bank of America Corp. ($3.0B) and Empower Advisory Group, LLC ($1.2B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Vanguard Intermediate-Term T
- CUSIP
- 92206C706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $67.3M |
| Exits | 57 | $156.7M |
All 13F filers, Q2 2025 → Q3 2025: 29,804,266 shares bought and 18,187,542 shares sold, net +11,616,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| JPMorgan Chase & Co. | 0.28% | Reduce -3.4% | 71,800,616 | $4.3B |
| Bank of America Corp. | 0.22% | Add +7.9% | 49,761,596 | $3.0B |
| Empower Advisory Group, LLC | 3.40% | Add +7.1% | 20,427,266 | $1.2B |
| Morgan Stanley | 0.07% | Add +3.8% | 19,830,054 | $1.2B |
| Creative Planning | 0.75% | Add +9.3% | 16,456,953 | $987.9M |
| SCS Capital Management LLC | 9.76% | Add +41.5% | 14,919,197 | $895.6M |
| Focus Partners Wealth | 0.92% | Add +12.0% | 9,471,486 | $569.3M |
| Ameriprise Financial Inc. | 0.11% | Add +2.6% | 7,736,800 | $464.2M |
| Blue Trust, Inc. | 4.75% | Add +8.4% | 7,048,173 | $423.1M |
| Nepc LLC | 10.23% | Add +1.9% | 6,472,647 | $388.6M |
| Focus Partners Advisor Solutions, LLC | 4.38% | Add +17.3% | 6,429,313 | $386.0M |
| Maseco LLP | 17.06% | Add +11.2% | 5,864,149 | $352.1M |
| Cambridge Associates LLC /Ma/ | 6.05% | Add +46.3% | 5,495,265 | $329.9M |
| FMR LLC | 0.02% | Reduce -12.0% | 5,329,339 | $319.9M |
| State Street Corp. | 0.01% | Add +11.2% | 4,950,000 | $297.1M |
| Heritage Financial Services, LLC | 23.79% | Add +4.4% | 4,409,449 | $264.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +1.1% | 3,836,518 | $230.3M |
| Cerity Partners LLC | 0.37% | Reduce -0.3% | 3,815,434 | $229.0M |
| Fisher Asset Management | 0.07% | Reduce -16.9% | 3,432,156 | $206.0M |
| Corient Private Wealth LP | 0.28% | Add +7.3% | 3,016,442 | $181.1M |
| Valmark Advisers, Inc. | 2.34% | Add +4.3% | 3,013,313 | $180.9M |
| UBS Group AG | 0.04% | Add +3.5% | 2,985,949 | $179.2M |
| Raymond James Financial Inc. | 0.06% | Add +19.7% | 2,878,144 | $172.8M |
| HighTower Advisors, LLC | 0.19% | Add +6.5% | 2,754,590 | $165.4M |
| Wells Fargo & Company | 0.03% | Add +8.3% | 2,708,572 | $162.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.23% | Add +12.0% | 2,348,887 | $141.0M |
| Foster Group, Inc. | 4.41% | Add +4.7% | 2,338,585 | $140.4M |
| Strategic Financial Services, Inc. | 7.03% | Add +4.3% | 2,333,044 | $140.1M |
| LPL Financial LLC | 0.04% | Add +10.7% | 2,007,315 | $120.5M |
| Bangor Savings Bank | 9.42% | Add +4.4% | 1,884,587 | $113.1M |
| First Interstate Bank | 5.56% | Add +2.1% | 1,677,927 | $100.7M |
| Valeo Financial Advisors, LLC | 2.24% | Add +7.4% | 1,632,908 | $98.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.1% | 1,615,735 | $97.0M |
| Badgley Phelps Wealth Managers, LLC | 1.91% | Reduce -0.6% | 1,508,713 | $90.6M |
| Cetera Investment Advisers | 0.10% | Add +10.3% | 1,482,548 | $89.0M |
| Old National Bancorp | 1.52% | Add +0.8% | 1,482,223 | $89.0M |
| Coldstream Capital Management Inc. | 1.14% | Add +93.3% | 1,403,972 | $84.3M |
| Gitterman Wealth Management, LLC | 19.27% | Add +1.1% | 1,401,122 | $84.1M |
| Tanglewood Wealth Management, Inc. | 7.64% | Add +1.6% | 1,369,751 | $82.2M |
| Burney Co./ | 2.42% | Add +3.3% | 1,265,288 | $76.0M |
| Sand Hill Global Advisors, LLC | 2.39% | Add +1.7% | 1,128,842 | $67.8M |
| Summit Trail Advisors, LLC | 0.92% | Reduce -17.1% | 1,106,248 | $66.4M |
| Truist Financial Corp. | 0.09% | Add +6.3% | 1,090,954 | $65.5M |
| NorthCoast Asset Management LLC | 0.25% | Reduce -2.1% | 1,056,794 | $63.4M |
| RiverFront Investment Group, LLC | 1.09% | Add +1.9% | 1,036,991 | $62.3M |
| Hanson & Doremus Investment Management | 7.77% | Add +9.1% | 1,028,666 | $61.8M |
| Citigroup Inc. | 0.04% | Add +20.6% | 1,025,230 | $61.5M |
| Proffitt & Goodson Inc. | 8.76% | Add +4.8% | 1,016,994 | $61.1M |
| Cardinal Point Capital Management ULC | 4.18% | Add +7.3% | 991,034 | $59.7M |
| Libra Wealth LLC | 17.66% | Add +6.6% | 979,557 | $58.8M |
| Brandywine Oak Private Wealth LLC | 4.67% | Reduce -10.8% | 894,430 | $53.7M |
| Jordan Park Group LLC | 3.03% | Reduce -11.5% | 885,534 | $53.2M |
| Retirement Systems of Alabama | 0.17% | Add +18.5% | 846,715 | $50.8M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 843,709 | $50.6M |
| Northwest Wealth Management, LLC | 8.07% | Add +5.8% | 816,131 | $49.0M |
| Savant Capital, LLC | 0.29% | Add +3530.7% | 804,556 | $48.3M |
| Opus Capital Group, LLC | 5.22% | Add +4.4% | 773,371 | $46.4M |
| Cliffwater LLC | 9.76% | Add +8.7% | 772,030 | $46.3M |
| Permanent Capital Management, LP | 7.86% | — | 700,835 | $42.1M |
| Flputnam Investment Management Co. | 0.62% | Add +7.9% | 690,528 | $41.5M |
| Kathmere Capital Management, LLC | 2.92% | Add +7.0% | 685,068 | $41.1M |
| Vanguard Group Inc. | 0.00% | Add +8.8% | 673,519 | $40.4M |
| Oakworth Capital, Inc. | 2.31% | Add +4.7% | 666,246 | $40.0M |
| Assetmark, Inc. | 0.08% | Add +8.9% | 658,039 | $39.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -42.4% | 645,200 | $38.7M |
| Schroder Investment Management Group | 0.03% | Reduce -48.2% | 641,705 | $38.5M |
| Portland Global Advisors LLC | 4.27% | Add +2.4% | 636,482 | $38.2M |
| Creative Financial Designs Inc. | 2.52% | Add +57.6% | 625,419 | $37.5M |
| Kestra Advisory Services, LLC | 0.17% | Add +0.1% | 616,766 | $37.0M |
| Jackson Thornton Wealth Management, LLC | 3.71% | Add +6.5% | 610,431 | $36.6M |
| Osaic Holdings, Inc. | 0.05% | Add +26.8% | 597,058 | $35.9M |
| MilWealth Group LLC | 8.64% | Add +4.0% | 590,806 | $35.5M |
| Alaethes Wealth, LLC | 10.02% | Add +5.9% | 588,864 | $35.3M |
| Albion Financial Group | 2.13% | Add +5.6% | 588,095 | $35.3M |
| Birchbrook, Inc. | 18.23% | Reduce -0.5% | 587,320 | $35.3M |
| Thrivent Financial for Lutherans | 0.07% | Add +1027.9% | 581,233 | $34.9M |
| Private Advisor Group, LLC | 0.17% | Reduce -0.7% | 571,426 | $34.3M |
| Sage Mountain Advisors LLC | 1.97% | Add +53.0% | 571,403 | $34.3M |
| Towneley Capital Management, Inc / DE | 7.36% | Add +1.5% | 564,292 | $33.9M |
| Rwa Wealth Partners, LLC | 0.38% | Reduce -18.9% | 562,824 | $33.8M |
| BSW Wealth Partners | 4.04% | Add +8.0% | 540,773 | $32.5M |
| GLOBALT Investments LLC / GA | 1.18% | Reduce -2.5% | 539,191 | $32.4M |
| Nova R Wealth, Inc. | 13.64% | Add +70.0% | 535,986 | $32.2M |
| Secure Asset Management, LLC | 5.25% | Add +22.4% | 530,150 | $31.8M |
| Midland Wealth Advisors, LLC | 1.69% | Reduce -79.0% | 526,079 | $31.6M |
| Emprise Bank | 13.54% | Add +11.1% | 522,320 | $31.4M |
| Captrust Financial Advisors | 0.06% | Add +3.4% | 513,522 | $30.8M |
| Pathway Financial Advisors LLC | 3.97% | Reduce -1.0% | 496,050 | $29.8M |
| Roundview Capital LLC | 1.86% | Add +0.6% | 489,127 | $29.4M |
| Vident Advisory, LLC | 0.29% | Add +4.5% | 488,746 | $29.3M |
| New York Life Investment Management LLC | 0.25% | No change | 471,782 | $28.3M |
| RKL Wealth Management LLC | 2.36% | Add +2.1% | 460,537 | $27.6M |
| Cypress Financial Planning LLC | 8.48% | Add +6.4% | 460,231 | $27.6M |
| Mather Group, Llc. | 0.28% | Add +0.7% | 459,742 | $27.6M |
| Mariner, LLC | 0.03% | Add +3.3% | 449,444 | $27.0M |
| Cape Cod Five Cents Savings Bank | 2.46% | No change | 445,355 | $26.9M |
| Traphagen Investment Advisors LLC | 2.26% | Reduce -1.9% | 437,412 | $26.3M |
| Vise Technologies, Inc. | 0.96% | Add +9.8% | 428,583 | $25.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +26.1% | 418,147 | $25.1M |
| Arista Wealth Management, LLC | 3.11% | Add +9.9% | 417,026 | $25.0M |
| Stratos Wealth Advisors, LLC | 1.19% | Add +6.8% | 413,133 | $24.8M |
| Gleason Group, Inc. | 2.47% | Add +1.0% | 409,885 | $24.6M |
| Kondo Wealth Advisors, Inc. | 9.85% | Add +6.7% | 406,915 | $24.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -4.4% | 395,505 | $23.7M |
| Gunma Bank,Ltd. | 7.42% | No change | 395,000 | $23.7M |
| Procyon Advisors, LLC | 1.35% | Add +9327.5% | 379,738 | $22.8M |
| 1834 Investment Advisors Co. | 2.76% | Add +0.2% | 374,989 | $22.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +8.3% | 374,439 | $22.5M |
| Montag A & Associates Inc. | 1.01% | Add +19.8% | 364,188 | $21.9M |
| Kestra Investment Management, LLC | 0.59% | Add +10.2% | 363,425 | $21.8M |
| Private Wealth Management Group, LLC | 5.92% | Add +5.1% | 358,265 | $21.5M |
| WBH Advisory Inc. | 1.63% | Add +5.4% | 354,633 | $21.3M |
| Foundations Investment Advisors, LLC | 0.30% | Reduce -12.7% | 342,201 | $20.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.9% | 339,973 | $20.4M |
| United Wealth Management, LLC | 5.53% | Add +0.3% | 338,274 | $20.3M |
| 3EDGE Asset Management, LP | 1.12% | Add +0.1% | 330,934 | $19.9M |
| 25 LLC | 6.68% | Add +7.6% | 326,941 | $19.6M |
| Gotham Asset Management | 0.09% | Add +1631.6% | 326,305 | $19.6M |
| Partners Capital Investment Group, LLP | 0.78% | Reduce -5.5% | 326,064 | $19.6M |
| Jones Financial Companies LLLP | 0.01% | Add +20.2% | 318,436 | $19.1M |
| Park Avenue Securities LLC | 0.15% | Add +7.7% | 317,693 | $19.1M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +2036.7% | 314,014 | $18.9M |
| Ami Investment Management Inc. | 4.28% | Add +29.0% | 307,232 | $18.4M |
| Addison Advisors LLC | 4.25% | Add +7.2% | 305,566 | $18.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -55.4% | 301,298 | $18.1M |
| Brady Martz Wealth Solutions, LLC | 3.24% | Add +5.1% | 297,569 | $17.9M |
| Cwm, LLC | 0.05% | Add +3.5% | 289,429 | $17.4M |
| Mayport, LLC | 3.75% | Add +22.4% | 288,595 | $17.3M |
| Roth Financial Partners LLC | 5.79% | Add +3.9% | 286,078 | $17.2M |
| Hassell Wealth Management, LLC | 5.92% | Add +4.7% | 284,251 | $17.1M |
| Capital Investment Services of America, Inc. | 1.49% | Add +6.8% | 279,956 | $16.8M |
| OneAscent Financial Services LLC | 1.11% | Reduce -31.4% | 278,053 | $16.7M |
| Dakota Wealth Management | 0.33% | Add +8.9% | 274,546 | $16.5M |
| Exchange Traded Concepts, LLC | 0.16% | Reduce -2.0% | 273,134 | $16.4M |
| Rialto Wealth Management, LLC | 4.17% | Add +278.1% | 269,089 | $16.2M |
| Bank of Montreal | 0.01% | Add +2.4% | 265,621 | $15.9M |
| OneAscent Investment Solutions LLC | 16.82% | Add +2.4% | 263,438 | $15.8M |
| Roble, Belko & Company, Inc | 2.12% | Reduce -0.1% | 260,543 | $15.6M |
| Modern Wealth Management, LLC | 0.31% | Add +8.3% | 259,862 | $15.6M |
| Family Wealth Partners, LLC | 5.78% | Add +5.3% | 256,694 | $15.4M |
| Longview Financial Advisors LLC | 8.80% | Add +4.1% | 254,210 | $15.3M |
| MainStreet Investment Advisors LLC | 1.98% | Add +3.0% | 245,538 | $14.7M |
| Empowered Funds, LLC | 0.15% | Add +3.5% | 245,793 | $14.7M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Reduce -17.5% | 241,827 | $14.5M |
| Farther Finance Advisors, LLC | 0.22% | Reduce -15.5% | 241,276 | $14.5M |
| Peirce Capital Management, LLC | 5.96% | Add +4.8% | 238,865 | $14.3M |
| MassMutual Private Wealth & Trust, FSB | 0.36% | Add +3.3% | 234,531 | $14.1M |
| Evoke Wealth, LLC | 0.29% | Reduce -6.2% | 234,223 | $14.1M |
| North Ridge Wealth Advisors, Inc. | 7.99% | Add +5.7% | 232,730 | $14.0M |
| Staley Capital Advisers Inc. | 0.57% | Reduce -12.8% | 232,622 | $14.0M |
| Baldwin Wealth Partners LLC | 0.91% | Reduce -0.6% | 232,115 | $13.9M |
| Aurdan Capital Management, LLC | 4.38% | Add +27.6% | 229,170 | $13.8M |
| Seven Mile Advisory | 2.25% | New | 228,300 | $13.7M |
| Lowe Brockenbrough & Co. Inc. | 0.70% | Add +14.1% | 225,093 | $13.5M |
| Salomon & Ludwin, LLC | 1.17% | Add +1.6% | 216,076 | $13.0M |
| Atria Investments, Inc | 0.15% | Reduce -28.4% | 214,313 | $12.9M |
| Kings Path Partners LLC | 4.69% | Add +8.1% | 211,817 | $12.7M |
| MML Investors Services, LLC | 0.03% | Add +10.9% | 206,097 | $12.4M |
| Vernal Point Advisors, LLC | 5.31% | Reduce -0.8% | 205,240 | $12.3M |
| EverSource Wealth Advisors, LLC | 0.49% | Add +17.0% | 205,215 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.2% | 203,603 | $12.2M |
| Aerodigm Wealth, LLC | 5.13% | Add +11.7% | 202,964 | $12.2M |
| Financial Advisory Partners, LLC | 3.56% | Add +2.9% | 202,763 | $12.2M |
| Seaside Wealth Management, Inc. | 3.54% | Add +4.1% | 198,788 | $11.9M |
| DORVAL Corp | 3.93% | Add +147.8% | 197,745 | $11.9M |
| Newport Capital Group, LLC | 7.34% | Add +3.9% | 194,506 | $11.7M |
| Sharp Wealth Advisory, LLC | 6.33% | Add +13.4% | 193,832 | $11.6M |
| Garde Capital, Inc. | 0.57% | Add +1.1% | 190,206 | $11.4M |
| Friday Financial | 4.62% | Add +12.1% | 183,777 | $11.0M |
| Power Wealth Management LLC | 4.01% | Add +2387.2% | 183,429 | $11.0M |
| MAI Capital Management | 0.07% | Add +33.6% | 182,891 | $11.0M |
| Beverly Hills Private Wealth, LLC | 1.96% | Add +13.0% | 182,836 | $11.0M |
| Howe & Rusling Inc. | 0.75% | Add +24.0% | 181,767 | $10.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -7.8% | 181,646 | $10.9M |
| Squire Investment Management Company, LLC | 3.54% | Add +8.8% | 180,864 | $10.9M |
| Elevate Wealth Advisory, Inc. | 7.75% | Reduce -2.3% | 177,761 | $10.7M |
| Souders Financial Advisors | 1.26% | Add +4.4% | 176,618 | $10.6M |
| StrongBox Wealth, LLC | 3.55% | Add +7.5% | 174,586 | $10.5M |
| AQR Capital Management | 0.01% | Add +6.5% | 167,908 | $10.1M |
| Allworth Financial LP | 0.04% | Reduce -1.8% | 165,417 | $9.9M |
| Rogco, LP | 3.49% | Add +5.7% | 165,275 | $9.9M |
| Cobblestone Capital Advisors LLC | 0.48% | Add +54.1% | 164,857 | $9.9M |
| PNC Financial Services Group, Inc. | 0.01% | Add +3.1% | 163,604 | $9.8M |
| HMV Wealth Advisors, LLC | 5.39% | Add +104.0% | 163,220 | $9.8M |
| Providence First Trust Co | 3.39% | Add +0.4% | 162,702 | $9.8M |
| Founders Grove Wealth Partners, LLC | 2.29% | Reduce -6.2% | 162,246 | $9.7M |
| Cravens & Co Advisors, LLC | 6.64% | Add +4.5% | 162,119 | $9.7M |
| Cambria Investment Management, L.P. | 0.58% | Reduce -2.1% | 160,987 | $9.6M |
| CogentBlue Wealth Advisors, LLC | 6.56% | Add +6.1% | 160,304 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +33.1% | 156,967 | $9.4M |
| Sellwood Investment Partners LLC | 3.73% | Add +9.5% | 156,011 | $9.4M |
| Buska Wealth Management, LLC | 2.74% | Reduce -11.5% | 151,942 | $9.1M |
| AE Wealth Management LLC | 0.06% | Add +85.0% | 150,195 | $9.0M |
| Websterrogers Financial Advisors, LLC | 2.70% | Add +10.1% | 150,083 | $9.0M |
| United Capital Financial Advisors, LLC | 0.06% | Add +4.7% | 148,704 | $8.9M |
| Apollon Wealth Management, LLC | 0.16% | Add +8.4% | 148,532 | $8.9M |
| Brickley Wealth Management | 1.54% | Add +4.5% | 147,322 | $8.8M |
| Archford Capital Strategies, LLC | 1.05% | Reduce -8.5% | 146,603 | $8.8M |
| Poinciana Advisors Group, LLC | 7.37% | Add +9.4% | 145,296 | $8.7M |
| CacheTech Inc. | 1.75% | Reduce -2.4% | 144,826 | $8.7M |
| Shotwell Rutter Baer Inc | 5.60% | Add +2.6% | 144,881 | $8.7M |
| Constellation Investments, Inc. | 0.40% | New | 144,000 | $8.6M |
| Hurley Capital, LLC | 4.81% | Add +10.0% | 142,265 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -7.0% | 140,674 | $8.4M |
| R. W. Roge & Company, Inc. | 4.30% | Add +12.8% | 139,639 | $8.4M |
| NewEdge Advisors, LLC | 0.04% | Add +7.8% | 139,348 | $8.4M |
| Dynamic Wealth Strategies, LLC | 5.55% | Add +30.6% | 138,377 | $8.3M |
| Adams Wealth Management | 1.75% | Reduce -5.7% | 136,338 | $8.2M |
| Tillman Hartley LLC | 2.12% | Add +11.5% | 136,149 | $8.2M |
| Alps Advisors Inc. | 0.05% | Reduce -0.1% | 135,767 | $8.2M |
| Five Pine Wealth Management | 5.49% | Add +43.0% | 135,184 | $8.1M |
| OneAscent Wealth Management LLC | 2.64% | Reduce -29.3% | 130,948 | $7.9M |
| Marietta Wealth Management, LLC | 0.92% | Add +8.6% | 125,447 | $7.5M |
| AdvisorNet Financial, Inc | 0.43% | Add +33.1% | 125,082 | $7.5M |
| Middleton & Co. Inc. | 0.80% | Add +2.3% | 123,920 | $7.4M |
| Brown Advisory Inc. | 0.01% | Add +12.0% | 123,369 | $7.4M |
| Balance Wealth Partners LLC | 1.79% | New | 120,504 | $7.2M |
| CWC Advisors, LLC. | 3.53% | Add +0.9% | 120,176 | $7.2M |
| Axos Invest Inc. | 5.37% | Reduce -7.3% | 119,436 | $7.2M |
| Fermata Advisors, LLC | 1.80% | Add +28.0% | 118,584 | $7.1M |
| National Bank of Canada | 0.01% | Add +87.8% | 114,659 | $6.9M |
| Brucke Financial, Inc. | 4.03% | Add +15.4% | 114,289 | $6.9M |
| Baker Tilly Wealth Management, LLC | 1.55% | New | 114,564 | $6.9M |
| NewEdge Wealth, LLC | 0.10% | Add +10.9% | 112,445 | $6.7M |
| Comerica Bank | 0.03% | Add +10.6% | 111,899 | $6.7M |
| First Affirmative Financial Network | 3.14% | Reduce -33.2% | 111,216 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.8% | 108,877 | $6.5M |
| AlphaQuest LLC | 0.42% | Add +10.2% | 108,106 | $6.5M |
| Integrated Advisors Network LLC | 0.27% | Add +7.4% | 107,340 | $6.4M |
| OMNI 360 Wealth, Inc. | 3.61% | Add +7.3% | 107,138 | $6.4M |
| Harvest Portfolios Group Inc. | 0.12% | Reduce -1.0% | 106,573 | $6.4M |
| Net Worth Advisory Group | 1.83% | Reduce -54.4% | 105,291 | $6.3M |
| Silverleafe Capital Partners, LLC | 1.94% | Reduce -0.4% | 104,754 | $6.3M |
| Ranch Capital Advisors Inc. | 2.43% | Add +4.4% | 104,695 | $6.3M |
| Lauer Wealth, LLC | 4.61% | Add +1.3% | 103,973 | $6.3M |
| Peoples Bank | 3.74% | Reduce -1.5% | 101,318 | $6.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.41% | Add +1.3% | 100,916 | $6.1M |
| Marion Wealth Management | 1.43% | Add +1.6% | 100,622 | $6.0M |
| Ackerman Capital Advisors, LLC | 1.26% | Add +5.8% | 100,492 | $6.0M |
| Hara Capital LLC | 3.55% | Reduce -7.9% | 100,274 | $6.0M |
| Apella Capital, LLC | 0.13% | Reduce -23.7% | 99,268 | $6.0M |
| RFG Advisory, LLC | 0.12% | Reduce -4.9% | 99,406 | $6.0M |
| Synovus Financial Corp. | 0.06% | Reduce -2.4% | 94,051 | $5.6M |
| Gallagher Fiduciary Advisors, LLC | 0.20% | Reduce -98.4% | 92,223 | $5.5M |
| Minot DeBlois Advisors LLC | 4.85% | Add +1.2% | 89,124 | $5.4M |
| Principal Securities, Inc. | 0.09% | Add +4.0% | 87,197 | $5.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.77% | Add +2.0% | 87,103 | $5.2M |
| Stableford Capital II LLC | 1.89% | Add +0.6% | 87,048 | $5.2M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +8.8% | 86,217 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.5% | 85,911 | $5.2M |
| WESCAP Management Group, Inc. | 1.08% | Add +0.0% | 85,380 | $5.1M |
| Curi Capital, LLC | 0.09% | Add +25.7% | 84,948 | $5.1M |
| Stifel Financial Corp. | 0.00% | Add +122.6% | 83,375 | $5.0M |
| Walker Financial Services, Inc. | 1.94% | Reduce -10.1% | 83,271 | $5.0M |
| GenTrust, LLC | 0.23% | Reduce -18.5% | 83,235 | $5.0M |
| Wit, LLC | 0.11% | No change | 82,534 | $5.0M |
| Mgo One Seven LLC | 0.11% | Add +37.3% | 82,401 | $4.9M |
| Dopkins Wealth Management, LLC | 2.06% | Add +3.8% | 81,490 | $4.9M |
| Checchi Capital Advisers, LLC | 0.33% | Add +1.6% | 79,953 | $4.8M |
| Hexagon Capital Partners LLC | 0.95% | Reduce -3.0% | 79,083 | $4.7M |
| Victory Financial Group, LLC | 0.65% | Add +12.4% | 78,335 | $4.7M |
| JDH Wealth Management, LLC | 3.26% | Add +20.1% | 76,604 | $4.6M |
| Benjamin Edwards Inc. | 0.05% | Reduce -1.6% | 76,203 | $4.6M |
| Regions Financial Corp. | 0.03% | Reduce -18.1% | 75,335 | $4.5M |
| Montecito Bank & Trust | 0.70% | — | 74,703 | $4.5M |
| Shufro Rose & Co. LLC | 0.37% | Reduce -2.3% | 74,865 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.48% | New | 73,302 | $4.4M |
| Acropolis Investment Management, LLC | 0.22% | Add +15.2% | 73,208 | $4.4M |
| CFS Investment Advisory Services, LLC | 0.32% | Add +25.0% | 72,091 | $4.4M |
| Auour Investments LLC | 1.42% | Add +0.7% | 72,491 | $4.4M |
| Manning & Napier Advisors LLC | 0.06% | Add +1589.9% | 72,446 | $4.3M |
| AlTi Global, Inc. | 0.10% | Reduce -2.3% | 72,334 | $4.3M |
| Resonant Capital Advisors, LLC | 0.25% | Reduce -13.2% | 71,709 | $4.3M |
| True Link Financial Advisors, LLC | 0.28% | No change | 71,443 | $4.3M |
| LifePlan Financial, LLC | 3.39% | Add +1.9% | 71,225 | $4.3M |
| Nicolet Advisory Services, LLC | 0.33% | Add +13.2% | 71,087 | $4.3M |
| Kaufman Rossin Wealth, LLC | 2.33% | Add +15.6% | 70,762 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -8.7% | 70,591 | $4.2M |
| Independent Advisor Alliance | 0.11% | Add +23.1% | 70,180 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -8.5% | 70,002 | $4.2M |
| Quattro Financial Advisors LLC | 1.31% | Add +112.9% | 69,141 | $4.2M |
| Northern Trust Corp. | 0.00% | Add +18.1% | 69,117 | $4.1M |
| Burkett Financial Services, LLC | 1.43% | Reduce -36.5% | 69,010 | $4.1M |
| Foster & Motley Inc. | 0.22% | Reduce -6.5% | 68,971 | $4.1M |
| Plan A Wealth LLC | 2.08% | Add +25.9% | 68,224 | $4.1M |
| Morningstar Investment Management LLC | 0.15% | Reduce -5.8% | 68,022 | $4.1M |
| RoundAngle Advisors LLC | 3.15% | Reduce -0.7% | 67,672 | $4.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.68% | Add +2.3% | 67,643 | $4.1M |
| Simplicity Wealth,LLC | 0.23% | Reduce -53.3% | 66,782 | $4.0M |
| Wedmont Private Capital | 0.15% | Reduce -0.5% | 66,818 | $4.0M |
| CGN Advisors LLC | 0.32% | Add +66.2% | 65,408 | $3.9M |
| Harbour Investments, Inc. | 0.09% | Add +10.6% | 65,299 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.24% | Add +2.1% | 64,966 | $3.9M |
| Alhambra Investment Management LLC | 1.84% | Add +8.6% | 64,601 | $3.9M |
| Croban | 2.56% | Add +50.2% | 64,024 | $3.8M |
| BIP Wealth, LLC | 0.19% | Add +485.1% | 63,921 | $3.8M |
| HRT Financial LP | 0.01% | Add +477.4% | 63,779 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.2% | 63,095 | $3.8M |
| Hickory Point Bank & Trust | 2.83% | Add +17.1% | 63,060 | $3.8M |
| PYA Waltman Capital, LLC | 1.01% | Reduce -4.8% | 63,034 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +2035.2% | 62,753 | $3.8M |
| RB Capital Management, LLC | 0.82% | Reduce -7.3% | 62,582 | $3.8M |
| Genesis Private Wealth, LLC | 1.56% | Add +3.4% | 61,977 | $3.7M |
| Alexander Labrunerie & Co., Inc. | 1.39% | Reduce -1.4% | 61,888 | $3.7M |
| Blume Capital Management, Inc. | 0.71% | Reduce -2.5% | 61,625 | $3.7M |
| &partners | 0.02% | Add +23.4% | 61,484 | $3.7M |
| Strategic Investment Solutions, Inc. | 0.97% | Add +55.8% | 61,207 | $3.7M |
| Leavell Investment Management, Inc. | 0.15% | Add +3.3% | 60,884 | $3.7M |
| JT Stratford LLC | 0.49% | New | 60,418 | $3.6M |
| Edgestream Partners, L.P. | 0.11% | Add +21.8% | 60,252 | $3.6M |
| Capstone Wealth Management, LLC | 2.77% | Add +19.2% | 59,915 | $3.6M |
| Merit Financial Group, LLC | 0.03% | Reduce -20.5% | 59,436 | $3.6M |
| Earned Wealth Advisors, LLC | 0.58% | Add +31.8% | 59,142 | $3.6M |
| TD Private Client Wealth LLC | 0.08% | Add +1.7% | 59,120 | $3.5M |
| SMART Wealth LLC | 1.34% | Reduce -45.5% | 59,000 | $3.5M |
| Bryn Mawr Trust Advisors, LLC | 0.18% | Add +29.5% | 58,791 | $3.5M |
| Baker Boyer National Bank | 1.15% | Reduce -7.3% | 57,568 | $3.5M |
| REDW Wealth LLC | 1.30% | Reduce -2.4% | 57,205 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Add +19.0% | 56,928 | $3.4M |
| LFA - Lugano Financial Advisors SA | 1.78% | Add +4.7% | 56,528 | $3.4M |
| Claris Advisors, LLC / Mo / | 1.17% | Add +1.6% | 56,497 | $3.4M |
| Tiff Advisory Services, LLC | 0.70% | No change | 55,717 | $3.3M |
| Hikari Tsushin, Inc. | 0.22% | No change | 54,954 | $3.3M |
| Betterment LLC | 0.01% | Add +6.1% | 52,927 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -62.5% | 52,872 | $3.2M |
| Human Investing LLC | 0.47% | Add +5.9% | 52,570 | $3.2M |
| Advisory Services Network, LLC | 0.05% | Add +241.5% | 52,563 | $3.2M |
| James Investment Research, Inc. | 0.34% | Reduce -6.7% | 52,300 | $3.1M |
| Bragg Financial Advisors, Inc | 0.10% | Add +2.5% | 52,187 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Add +1.4% | 52,110 | $3.1M |
| Impact Investors, Inc | 2.06% | Reduce -41.0% | 52,023 | $3.1M |
| Bull Street Advisors, LLC | 1.46% | Reduce -2.9% | 51,920 | $3.1M |
| Orcam Financial Group | 2.51% | Reduce -5.2% | 51,703 | $3.1M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -2.8% | 51,606 | $3.1M |
| Nilsine Partners, LLC | 0.28% | Add +4.2% | 51,507 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.6% | 51,033 | $3.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.23% | Add +1.4% | 50,813 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +10.6% | 50,576 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.05% | No change | 50,420 | $3.0M |
| WNY Asset Management, LLC | 0.29% | Reduce -45.2% | 49,644 | $3.0M |
| Prime Buchholz LLC | 1.64% | Reduce -26.1% | 49,621 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +6.0% | 48,435 | $2.9M |
| FSC Wealth Advisors, LLC | 1.66% | Add +10.8% | 48,052 | $2.9M |
| IRON Financial LLC | 1.37% | Reduce -0.8% | 47,609 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.3% | 47,437 | $2.8M |
| Theory Financial LLC | 1.00% | Add +5.1% | 46,945 | $2.8M |
| Pure Financial Advisors, LLC | 0.04% | Add +49.5% | 46,229 | $2.8M |
| Tandem Investment Partners LLC | 2.24% | Add +5.4% | 45,365 | $2.7M |
| Global Endowment Management, LP | 0.34% | No change | 44,700 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +120.4% | 44,550 | $2.7M |
| Altiora Financial Group, LLC | 0.49% | Add +9.2% | 44,280 | $2.7M |
| Consolidated Portfolio Review Corp | 0.33% | Reduce -3.7% | 43,319 | $2.6M |
| LJI Wealth Management, LLC | 0.45% | Add +4.7% | 43,292 | $2.6M |
| Transcendent Capital Group LLC | 1.14% | Add +3.6% | 42,493 | $2.6M |
| Sowell Financial Services LLC | 0.10% | Add +90.2% | 42,382 | $2.5M |
| Two Sigma Securities, LLC | 0.37% | Add +6.8% | 41,790 | $2.5M |
| Smithfield Trust Co | 0.11% | Add +8.5% | 41,347 | $2.5M |
| Whitcomb & Hess, Inc. | 0.63% | Add +1.3% | 40,769 | $2.4M |
| Blair William & Co. | 0.01% | Add +7.7% | 40,743 | $2.4M |
| Cornerstone Wealth Advisors, Inc. | 0.59% | Reduce -1.7% | 40,655 | $2.4M |
| Rothschild Investment LLC | 0.13% | Add +3.8% | 39,000 | $2.3M |
| Thrive Capital Management, LLC | 0.60% | Reduce -5.2% | 38,779 | $2.3M |
| Shayne & Jacobs, LLC | 0.72% | Add +23.4% | 38,480 | $2.3M |
| Essex Bank | 0.52% | Add +31.9% | 38,315 | $2.3M |
| Towne Trust Company, N.A | 0.74% | Add +52.9% | 38,252 | $2.3M |
| First American Trust, FSB | 0.17% | Add +15.1% | 38,049 | $2.3M |
| Mechanics Financial Corp | 0.86% | Add +10.7% | 37,906 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +1.5% | 37,532 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 37,360 | $2.2M |
| Diversify Wealth Management, LLC | 0.13% | Reduce -19.6% | 36,379 | $2.2M |
| Pinnacle Bancorp, Inc. | 0.64% | Add +20.4% | 36,235 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +4.0% | 36,216 | $2.2M |
| Benningfield Financial Advisors, LLC | 1.70% | No change | 35,843 | $2.2M |
| Stonehearth Capital Management, LLC | 0.83% | Reduce -1.2% | 35,706 | $2.1M |
| South Plains Financial, Inc. | 1.33% | Add +5.4% | 35,625 | $2.1M |
| Advyzon Investment Management, LLC | 0.36% | Reduce -2.9% | 35,165 | $2.1M |
| RHS Financial, LLC | 1.08% | Reduce -12.4% | 34,746 | $2.1M |
| Trivium Point Advisory, LLC | 0.21% | Add +22.0% | 33,915 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -20.0% | 33,845 | $2.0M |
| Signet Financial Management, LLC | 0.24% | Reduce -4.4% | 33,811 | $2.0M |
| Surience Private Wealth LLC | 1.92% | New | 33,803 | $2.0M |
| Anderson Hoagland & Co. | 0.18% | Reduce -12.2% | 33,792 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +17.8% | 33,710 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.73% | Add +4.7% | 33,545 | $2.0M |
| Fiduciary Trust Co | 0.02% | Add +25.5% | 33,494 | $2.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.49% | Add +2.4% | 33,275 | $2.0M |
| Chandler Asset Management, Inc. | 0.32% | Add +1.3% | 32,955 | $2.0M |
| D.B. Root & Company, LLC | 0.49% | Reduce -48.6% | 32,256 | $1.9M |
| Hancock Whitney Corp. | 0.04% | Reduce -43.8% | 32,083 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +9.5% | 31,249 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -3.4% | 30,613 | $1.8M |
| Kassira Wealth Management LLC | 1.77% | — | 30,540 | $1.8M |
| Archer Investment Management, LLC | 1.12% | Reduce -6.0% | 30,428 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +219.4% | 30,415 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -6.9% | 30,209 | $1.8M |
| Old Mission Capital LLC | 0.06% | New | 30,155 | $1.8M |
| Kovack Advisors, Inc. | 0.17% | Reduce -6.1% | 29,752 | $1.8M |
| Compass Ion Advisors, LLC | 0.17% | Add +26.1% | 29,208 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.38% | Reduce -2.5% | 28,771 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.8% | 28,698 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -25.3% | 28,623 | $1.7M |
| Keb Asset Management, LLC | 0.38% | Add +12.7% | 28,298 | $1.7M |
| Discipline Wealth Solutions, LLC | 0.45% | New | 28,178 | $1.7M |
| Sun Life Financial Inc. | 0.08% | Reduce -84.3% | 27,650 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +38.0% | 27,107 | $1.6M |
| Wakefield Asset Management LLLP | 0.44% | Add +117.1% | 27,047 | $1.6M |
| Security Financial Services, INC. | 0.26% | New | 26,600 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +18.7% | 26,528 | $1.6M |
| Fagan Associates, Inc. | 0.22% | Add +0.3% | 26,428 | $1.6M |
| Clarity Capital Advisors, LLC | 0.86% | Add +10.0% | 26,402 | $1.6M |
| AXS Investments LLC | 0.50% | New | 26,322 | $1.6M |
| Parkwoods Wealth Partners, LLC | 0.53% | Add +378.3% | 25,989 | $1.6M |
| Wells Financial Advisors INC | 2.09% | Reduce -3.6% | 25,974 | $1.6M |
| CWS Financial Advisors, LLC | 0.43% | Add +61.9% | 25,968 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.24% | Reduce -16.0% | 25,253 | $1.5M |
| Hunter Associates Investment Management LLC | 0.21% | Add +17.4% | 25,187 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.05% | No change | 25,028 | $1.5M |
| Americana Partners, LLC | 0.04% | Add +6.3% | 24,922 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -52.0% | 24,852 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Reduce -9.7% | 24,551 | $1.5M |
| Nwam LLC | 0.08% | Reduce -0.3% | 24,220 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +20.5% | 24,149 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | Add +0.3% | 23,859 | $1.4M |
| Lauterbach Financial Advisors, LLC | 0.72% | Add +37.3% | 23,809 | $1.4M |
| Ignite Planners, LLC | 0.23% | Reduce -3.4% | 23,611 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +3.3% | 23,544 | $1.4M |
| OneAscent Family Office, LLC | 1.13% | Reduce -25.3% | 23,096 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +1.3% | 23,076 | $1.4M |
| E&G Advisors, LLC | 0.32% | Add +0.9% | 22,699 | $1.4M |
| Tenon Financial LLC | 0.70% | Add +103.7% | 22,655 | $1.4M |
| Nixon Peabody Trust Co. | 0.10% | Reduce -16.1% | 22,359 | $1.3M |
| Miller Investment Management, LP | 0.13% | New | 22,318 | $1.3M |
| IFP Advisors, Inc | 0.03% | Reduce -21.9% | 22,287 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.6% | 22,254 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +25.4% | 22,080 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.82% | Add +4.2% | 21,701 | $1.3M |
| Verity Asset Management, Inc. | 0.42% | Add +0.7% | 21,497 | $1.3M |
| LCNB Corp. | 0.45% | No change | 21,386 | $1.3M |
| Aspire Private Capital, LLC | 0.28% | Reduce -0.7% | 21,054 | $1.3M |
| Silver Oak Advisory Group, Inc. | 0.57% | Add +7.8% | 20,965 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +19.8% | 20,902 | $1.3M |
| Schulz Wealth, LTD. | 0.81% | Add +24.8% | 20,353 | $1.2M |
| Breakwater Investment Management | 0.45% | Reduce -0.3% | 20,334 | $1.2M |
| LeConte Wealth Management, LLC | 0.80% | Reduce -35.5% | 20,064 | $1.2M |
| Forza Wealth Management, LLC | 0.45% | Reduce -28.2% | 19,414 | $1.2M |
| Quadrature Capital Ltd | 0.01% | New | 18,809 | $1.1M |
| Blossom Wealth Management | 1.77% | Add +6.3% | 18,293 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Add +41.9% | 18,085 | $1.1M |
| Compound Planning, Inc. | 0.03% | Add +4.6% | 17,969 | $1.1M |
| Fiduciary Financial Group, LLC | 0.17% | Reduce -1.7% | 17,903 | $1.1M |
| Cardiff Park Advisors, LLC | 0.08% | Reduce -26.9% | 17,829 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.07% | Reduce -2.1% | 17,656 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.6% | 17,649 | $1.1M |
| Dai-ichi Life Holdings, Inc. | 1.02% | New | 17,600 | $1.1M |
| Legacy PCG, LLC | 0.63% | Reduce -31.3% | 17,577 | $1.1M |
| Investment Advisory Group, LLC | 0.28% | Add +17.7% | 17,440 | $1.0M |
| Team Hewins, LLC | 0.35% | Add +0.8% | 17,427 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 1.02% | Reduce -2.0% | 17,155 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +0.8% | 16,872 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 16,802 | $1.0M |
| Hanover Advisors Inc. | 0.39% | Reduce -4.3% | 16,616 | $997K |
| Ramiah Investment Group | 0.87% | Add +7.2% | 16,428 | $986K |
| Pines Wealth Management, LLC | 0.33% | Add +19.1% | 16,168 | $971K |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.5% | 16,160 | $970K |
| Winch Advisory Services, LLC | 0.22% | Add +11.6% | 16,157 | $970K |
| SkyOak Wealth, LLC | 0.18% | Reduce -2.8% | 15,737 | $945K |
| First Manhattan Co. Llc. | 0.00% | Reduce -28.2% | 15,626 | $938K |
| Pioneer Wealth Management Group | 0.30% | Add +14.6% | 15,396 | $924K |
| United Community Bank | 0.29% | Add +106.2% | 15,355 | $922K |
| Signal Advisors Wealth, LLC | 0.08% | Add +10.9% | 15,188 | $912K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -18.5% | 14,936 | $897K |
| SouthState Bank Corp | 0.04% | Reduce -0.1% | 14,852 | $892K |
| MMBG Investment Advisors Co. | 0.08% | No change | 14,793 | $888K |
| SWS Partners | 0.22% | Add +0.1% | 14,785 | $888K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.2% | 14,664 | $880K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +19.6% | 14,509 | $871K |
| Gibraltar Capital Management, Inc. | 0.16% | Add +34.3% | 14,393 | $864K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.5% | 14,270 | $857K |
| REAP Financial Group, LLC | 0.19% | Reduce -29.6% | 14,192 | $852K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -49.8% | 14,102 | $847K |
| Core Wealth Partners LLC | 0.39% | Add +0.2% | 14,002 | $841K |
| Meitav Investment House Ltd. | 0.01% | Add +49.9% | 13,987 | $839K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.38% | New | 13,939 | $837K |
| Rothschild Wealth LLC | 0.18% | Add +6.1% | 13,939 | $837K |
| St Germain D J Co. Inc. | 0.03% | Add +227.3% | 13,932 | $836K |
| Keybank National Association | 0.00% | Reduce -2.4% | 13,866 | $832K |
| Cresset Asset Management, LLC | 0.00% | Add +0.3% | 13,762 | $826K |
| Powers Advisory Group, LLC | 0.33% | Add +49.6% | 13,671 | $821K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.5% | 13,610 | $817K |
| Aspiriant, LLC | 0.02% | Add +93.9% | 13,391 | $804K |
| Patten Group, Inc. | 0.16% | Reduce -4.2% | 13,390 | $804K |
| Avior Wealth Management, LLC | 0.03% | Reduce -2.2% | 13,381 | $803K |
| Mutual Advisors, LLC | 0.02% | Add +2.4% | 13,260 | $801K |
| Mittelman Wealth Management | 0.52% | Add +275.6% | 13,317 | $799K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -2.7% | 12,980 | $779K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.4% | 12,656 | $759K |
| Laraway Financial Advisors Inc | 0.52% | Reduce -0.4% | 12,642 | $759K |
| Arkadios Wealth Advisors | 0.02% | Add +39.5% | 12,565 | $754K |
| US Bancorp \de | 0.00% | Reduce -20.0% | 12,319 | $740K |
| Chicago Partners Investment Group LLC | 0.02% | Add +70.2% | 12,186 | $737K |
| Keel Point, LLC | 0.04% | Add +0.0% | 12,006 | $721K |
| Wingate Wealth Advisors, Inc. | 0.50% | Add +90.6% | 11,930 | $716K |
| Alteri Wealth LLC | 0.25% | Add +9.8% | 11,915 | $715K |
| W.H. Cornerstone Investments Inc. | 0.44% | Add +0.9% | 11,905 | $715K |
| Uptick Partners, LLC | 0.19% | Reduce -11.0% | 11,841 | $711K |
| Ieq Capital, LLC | 0.00% | Reduce -55.7% | 11,574 | $695K |
| Topel & Distasi Wealth Management, LLC | 0.34% | Reduce -1.4% | 11,556 | $694K |
| Disciplined Investments, LLC | 0.27% | Add +66.5% | 11,493 | $690K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -0.4% | 11,455 | $688K |
| Midwest Trust Co | 0.01% | Reduce -7.0% | 11,447 | $687K |
| River Street Advisors LLC | 0.27% | Reduce -9.5% | 11,442 | $687K |
| Axis Wealth Partners, LLC | 0.40% | Add +7.8% | 11,408 | $685K |
| PFG Advisors | 0.03% | Reduce -9.2% | 11,367 | $682K |
| Parsons Capital Management Inc. | 0.04% | Add +52.9% | 11,196 | $672K |
| Cynosure Group, LLC | 0.07% | New | 11,152 | $669K |
| Pacific Capital Wealth Advisors, Inc. | 0.12% | Add +59.5% | 11,109 | $667K |
| Carter Financial Group, INC. | 0.40% | Reduce -15.9% | 11,090 | $666K |
| CoreCap Advisors, LLC | 0.02% | Reduce -4.6% | 11,021 | $662K |
| NerdWallet Wealth Partners, LLC | 0.32% | — | 10,916 | $655K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.9% | 10,859 | $652K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 10,695 | $642K |
| McAdam, LLC | 0.03% | Add +15.7% | 10,617 | $637K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -27.8% | 10,606 | $637K |
| Iams Wealth Management, LLC | 0.26% | Add +8.7% | 10,599 | $636K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.9% | 10,413 | $625K |
| Thomasville National Bank | 0.04% | No change | 10,358 | $622K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +17.5% | 10,329 | $620K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,095 | $606K |
| Flagstone Financial Management | 0.16% | Add +4.7% | 10,029 | $602K |
| Greenspring Advisors, LLC | 0.11% | — | 9,930 | $596K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -22.7% | 9,867 | $592K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -9.6% | 9,820 | $589K |
| Aptus Capital Advisors, LLC | 0.01% | Add +130.3% | 9,754 | $586K |
| Choreo, LLC | 0.01% | Add +0.7% | 9,623 | $578K |
| Lazard Asset Management LLC | 0.00% | Add +60.7% | 313,032 | $573K |
| Davidson Capital Management Inc. | 0.13% | Reduce -10.8% | 9,514 | $571K |
| Argent Trust Co | 0.02% | Add +1.6% | 9,404 | $565K |
| Vista Capital Partners, Inc. | 0.06% | Add +19.9% | 9,348 | $561K |
| Morton Capital Management LLC | 0.09% | New | 9,207 | $553K |
| Trust Co | 0.06% | No change | 9,150 | $549K |
| Ameraudi Asset Management, Inc. | 0.33% | Reduce -35.5% | 9,103 | $546K |
| Voisard Asset Management Group, Inc. | 0.13% | Add +8.1% | 8,995 | $540K |
| Stephens Group Asset Management, LLC | 0.04% | Reduce -38.3% | 8,830 | $530K |
| Promus Capital, LLC | 0.34% | New | 8,746 | $525K |
| American Trust | 0.04% | New | 8,699 | $522K |
| Concord Wealth Partners | 0.07% | Reduce -14.9% | 8,668 | $520K |
| Olde Wealth Management, LLC | 0.16% | — | 8,542 | $512K |
| Parallel Advisors, LLC | 0.01% | Add +26.2% | 8,410 | $505K |
| Westfuller Advisors, LLC | 0.23% | Reduce -0.1% | 8,260 | $496K |
| Quantinno Capital Management LP | 0.00% | New | 8,189 | $492K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +7694.3% | 8,184 | $491K |
| Crumly & Associates Inc. | 0.11% | New | 8,181 | $491K |
| Princeton Global Asset Management LLC | 0.08% | No change | 8,139 | $489K |
| BAM Wealth Management, LLC | 0.38% | — | 8,082 | $485K |
| IVC Wealth Advisors LLC | 0.22% | Add +50.5% | 8,025 | $482K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -45.5% | 8,023 | $482K |
| Clear Point Advisors Inc. | 0.37% | Add +8.5% | 7,997 | $480K |
| Summit Financial, LLC | 0.01% | New | 7,953 | $477K |
| FC Advisory LLC | 0.14% | Add +12.4% | 7,892 | $474K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -3.4% | 7,667 | $460K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -12.9% | 7,665 | $460K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 7,644 | $457K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -18.0% | 7,526 | $452K |
| Calamos Wealth Management LLC | 0.02% | Reduce -11.2% | 7,376 | $443K |
| Tortoise Investment Management, LLC | 0.04% | Add +79.4% | 7,214 | $433K |
| Stevens Capital Partners | 0.13% | Add +14.8% | 7,203 | $432K |
| GC Wealth Management RIA, LLC | 0.01% | Add +1.2% | 7,108 | $427K |
| Aries Wealth Management | 0.10% | No change | 7,105 | $427K |
| Summit Global Investments | 0.02% | Reduce -0.7% | 7,095 | $426K |
| Austin Wealth Management, LLC | 0.07% | Add +65.0% | 6,990 | $423K |
| Atala Financial Inc | 0.26% | New | 7,000 | $420K |
| Caitlin John, LLC | 0.29% | Add +26.8% | 6,923 | $416K |
| Tennessee Valley Asset Management Partners | 0.06% | No change | 6,900 | $414K |
| Headlands Technologies LLC | 0.03% | Add +2647.4% | 6,896 | $414K |
| Joel Adams & Associates, Inc. | 0.33% | Add +38.9% | 6,802 | $408K |
| Pacific Wealth Management | 0.20% | No change | 6,652 | $399K |
| Sovran Advisors, LLC | 0.04% | Reduce -1.4% | 6,640 | $399K |
| XTX Topco Ltd | 0.02% | New | 6,571 | $394K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2.6% | 6,448 | $387K |
| Independent Financial Group, LLC | 0.01% | New | 6,424 | $386K |
| Caldwell Trust Co | 0.04% | Reduce -5.0% | 6,410 | $385K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,391 | $384K |
| Fortress Financial Solutions, LLC | 0.42% | Reduce -10.3% | 6,364 | $382K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 6,321 | $379K |
| Lanark Financial, Inc. | 0.03% | Add +0.9% | 6,262 | $376K |
| Private Trust Co. NA | 0.03% | Reduce -0.2% | 6,254 | $375K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.1% | 6,235 | $374K |
| Columbia Advisory Partners LLC | 0.26% | New | 6,204 | $372K |
| SBI Securities Co., Ltd. | 0.01% | Add +4.7% | 6,089 | $366K |
| FSM Wealth Advisors, LLC | 0.05% | New | 6,073 | $363K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -0.3% | 5,904 | $354K |
| IFG Advisory, LLC | 0.02% | Add +0.6% | 5,887 | $353K |
| Warner Financial, Inc. | 0.13% | No change | 5,859 | $352K |
| Boston Family Office LLC | 0.02% | No change | 5,742 | $345K |
| WFA of San Diego, LLC | 0.24% | Add +7.5% | 5,734 | $344K |
| Bailard, Inc. | 0.01% | Reduce -39.5% | 5,726 | $344K |
| Certified Advisory Corp | 0.03% | Add +5.4% | 5,722 | $343K |
| Stansberry Asset Management, LLC | 0.04% | Reduce -2.1% | 5,713 | $343K |
| Titleist Asset Management, LLC | 0.03% | Add +2.8% | 5,700 | $342K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 5,683 | $341K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +50.2% | 5,651 | $339K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.5% | 5,539 | $333K |
| Sigma Planning Corp | 0.01% | Add +15.9% | 5,531 | $332K |
| Modera Wealth Management, LLC | 0.00% | New | 5,512 | $331K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 5,454 | $327K |
| Clear Creek Financial Management, LLC | 0.03% | Add +1.9% | 5,420 | $325K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.9% | 5,404 | $324K |
| InTrack Investment Management Inc | 0.19% | No change | 5,400 | $324K |
| Sachem Hill LLC | 0.06% | Add +3.7% | 5,374 | $323K |
| Prairieview Wealth Partners, LLC | 0.30% | Reduce -0.2% | 5,367 | $322K |
| Cadence Bank | 0.02% | Reduce -3.3% | 5,296 | $318K |
| Waverly Advisors, LLC | 0.00% | Reduce -6.6% | 5,293 | $318K |
| Global Assets Advisory, LLC | 0.09% | No change | 5,290 | $318K |
| Arkansas Financial Group, Inc. | 0.05% | New | 5,278 | $317K |
| Iowa State Bank | 0.06% | No change | 5,271 | $316K |
| Woodmont Investment Counsel LLC | 0.02% | Add +6.8% | 5,268 | $316K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 5,216 | $313K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,197 | $312K |
| ETF Store, Inc. | 0.33% | Reduce -1.9% | 5,162 | $310K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -38.8% | 5,148 | $309K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.6% | 5,143 | $309K |
| Wealth Management Resources, Inc. | 0.10% | Add +11.8% | 5,040 | $303K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -5.6% | 5,029 | $302K |
| Portside Wealth Group, LLC | 0.04% | New | 5,014 | $301K |
| Cove Street Capital, LLC | 0.40% | No change | 5,000 | $300K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2890.4% | 4,994 | $300K |
| Visionary Wealth Advisors | 0.01% | New | 4,985 | $299K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -15.4% | 4,952 | $297K |
| Successful Portfolios LLC | 0.17% | No change | 4,824 | $290K |
| Outlook Wealth Advisors, LLC | 0.07% | New | 4,817 | $289K |
| Pictet North America Advisors SA | 0.03% | Reduce -5.0% | 4,770 | $286K |
| Waller Financial Planning Group, Inc. | 0.07% | Add +0.2% | 4,719 | $283K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $283K |
| C M Bidwell & Associates Ltd. | 0.14% | Add +8.8% | 4,700 | $282K |
| Frontier Asset Management, LLC | 0.07% | New | 4,638 | $278K |
| Sunflower Bank, N.A. | 0.07% | No change | 4,604 | $276K |
| Columbus Macro, LLC | 0.03% | Add +22.9% | 4,599 | $276K |
| Financial Council, LLC | 0.12% | Add +0.3% | 4,557 | $274K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +1.1% | 4,460 | $268K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -22.5% | 4,434 | $266K |
| CX Institutional | 0.01% | No change | 4,396 | $264K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.6% | 4,388 | $263K |
| GeoWealth Management, LLC | 0.01% | Reduce -50.5% | 4,325 | $260K |
| Fairscale Capital, LLC | 0.18% | No change | 4,310 | $259K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 4,310 | $259K |
| Meyer Handelman Co. | 0.01% | No change | 4,296 | $258K |
| Texas Bank & Trust Co | 0.10% | No change | 4,258 | $256K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 4,253 | $255K |
| National Philanthropic Trust | 0.00% | No change | 4,246 | $255K |
| SwitchPoint Financial Planning, LLC | 0.18% | Add +1.0% | 4,245 | $255K |
| BLB&B Advisors, LLC | 0.01% | Add +0.0% | 4,212 | $253K |
| ARK & TLK Investments, LLC | 0.08% | No change | 4,206 | $252K |
| Astra Wealth Partners LLC | 0.17% | No change | 4,175 | $251K |
| Crews Bank & Trust | 0.04% | No change | 4,168 | $250K |
| BridgePort Financial Solutions, LLC | 0.07% | New | 4,150 | $249K |
| Maia Wealth LLC | 0.04% | Add +12.7% | 4,144 | $249K |
| Capital Squared Financial LLC | 0.21% | Add +20.1% | 4,121 | $247K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -4.2% | 4,103 | $246K |
| Howard Wealth Management, LLC | 0.11% | Add +4.4% | 4,074 | $245K |
| Traub Capital Management LLC | 0.24% | No change | 4,050 | $243K |
| Portland Financial Advisors Inc | 0.51% | Add +14.3% | 4,010 | $241K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -35.4% | 3,962 | $238K |
| Meridian Wealth Partners, LLC | 0.03% | Reduce -12.1% | 3,801 | $228K |
| Chapman Financial Group, LLC | 0.16% | New | 3,771 | $226K |
| IFG Advisors, LLC | 0.04% | Add +6.5% | 3,759 | $226K |
| Houlihan Financial Resource Group, Ltd. | 0.20% | Reduce -69.4% | 3,753 | $225K |
| Zhang Financial LLC | 0.01% | Reduce -65.0% | 3,744 | $225K |
| Composition Wealth, LLC | 0.00% | Reduce -51.5% | 3,714 | $223K |
| Latitude Advisors, LLC | 0.10% | Reduce -7.9% | 3,711 | $223K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -3.1% | 3,708 | $223K |
| Rehmann Capital Advisory Group | 0.01% | No change | 3,700 | $222K |
| Pure Portfolios Holdings LLC | 0.07% | Reduce -0.5% | 3,664 | $220K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.2% | 3,641 | $219K |
| Inlight Wealth Management, LLC | 0.10% | Add +22.1% | 3,632 | $218K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.1% | 3,618 | $217K |
| Lincoln Capital Corp. | 0.08% | New | 3,573 | $214K |
| GenWealth Group, Inc. | 0.04% | No change | 3,530 | $212K |
| Financial Management Network Inc. | 0.03% | New | 3,535 | $212K |
| Semitam Bonam LLC | 0.19% | No change | 3,519 | $211K |
| KW Wealth Management LLC | 0.36% | — | 3,481 | $209K |
| Valley Forge Investment Consultants Inc. Adv | 0.06% | Add +1.0% | 3,441 | $207K |
| Peak Retirement Planning, Inc. | 0.06% | New | 3,402 | $204K |
| Grove Bank & Trust | 0.02% | Add +112.3% | 3,288 | $197K |
| Bridge Generations Wealth Management LLC | 0.13% | No change | 3,144 | $189K |
| Coston, McIsaac & Partners | 0.04% | Add +0.2% | 3,086 | $185K |
| Global Retirement Partners, LLC | 0.00% | Add +1.6% | 2,970 | $178K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $162K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,671 | $160K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,565 | $154K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.4% | 2,466 | $148K |
| Bogart Wealth, LLC | 0.01% | Reduce -9.3% | 2,218 | $133K |
| Signaturefd, LLC | 0.00% | Reduce -22.2% | 2,178 | $131K |
| Root Financial Partners, LLC | 0.01% | New | 2,104 | $126K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,054 | $123K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 2,000 | $120K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,984 | $119K |
| Qube Research & Technologies Ltd | 0.00% | Add +779.0% | 1,969 | $118K |
| TCTC Holdings, LLC | 0.00% | No change | 1,955 | $117K |
| Eastern Bank | 0.00% | No change | 1,930 | $116K |
| Avion Wealth | 0.02% | Reduce -0.8% | 1,919 | $115K |
| Fifth Third Bancorp | 0.00% | Add +227.4% | 1,863 | $112K |
| Raelipskie Partnership | 0.05% | No change | 1,850 | $111K |
| Trust Co. of Vermont | 0.00% | No change | 1,845 | $111K |
| BNP Paribas Financial Markets | 0.00% | New | 1,800 | $108K |
| Sound Income Strategies, LLC | 0.01% | Add +32.7% | 1,792 | $107K |
| Woodside Wealth Management LLC | 0.08% | No change | 1,663 | $100K |
| Capital Analysts, LLC | 0.00% | Add +14.5% | 1,611 | $97K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 1,600 | $96K |
| 2UniFi Bank | 0.05% | Reduce -4.3% | 1,563 | $94K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 1,510 | $91K |
| Register Financial Advisors LLC | 0.04% | No change | 1,500 | $90K |
| CENTRAL TRUST Co | 0.00% | Reduce -16.8% | 1,477 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $84K |
| Essential Partners LLC | 0.03% | Add +0.7% | 1,383 | $83K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -35.4% | 1,334 | $80K |
| Pacifica Partners Inc. | 0.03% | No change | 1,330 | $80K |
| 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 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +39.3% | 1,251 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +20.7% | 1,225 | $74K |
| Webster Bank, N. A. | 0.01% | Add +15.7% | 1,214 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +86.9% | 1,142 | $69K |
| First Pacific Financial | 0.01% | Add +0.7% | 1,062 | $64K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -17.0% | 1,028 | $62K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 996 | $60K |
| Balentine LLC | 0.00% | New | 874 | $52K |
| Colonial Trust Co / SC | 0.01% | Add +33.3% | 857 | $51K |
| Thompson Investment Management, Inc. | 0.01% | New | 844 | $51K |
| GAMMA Investing LLC | 0.00% | Reduce -75.5% | 824 | $49K |
| Integrity Financial Corp | 0.02% | No change | 820 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 813 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 795 | $48K |
| Activest Wealth Management | 0.01% | New | 781 | $47K |
| Winthrop Capital Management, LLC | 0.01% | No change | 767 | $46K |
| Rossby Financial, LCC | 0.01% | No change | 751 | $45K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 731 | $44K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 708 | $43K |
| Bessemer Group Inc. | 0.00% | Reduce -34.1% | 678 | $41K |
| AllSquare Wealth Management LLC | 0.02% | No change | 607 | $36K |
| True Wealth Design, LLC | 0.01% | Add +1.6% | 585 | $35K |
| Wealth Preservation Advisors, LLC | 0.02% | New | 543 | $33K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $32K |
| First PREMIER Bank | 0.01% | No change | 526 | $32K |
| YANKCOM Partnership | 0.01% | No change | 512 | $31K |
| Nemes Rush Group LLC | 0.00% | Reduce -3.7% | 495 | $30K |
| Bokf, NA | 0.00% | No change | 475 | $29K |
| JPL Wealth Management, LLC | 0.01% | New | 462 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.0% | 462 | $28K |
| Kilter Group LLC | 0.01% | Add +9.1% | 432 | $26K |
| Fairman Group, LLC | 0.02% | No change | 430 | $26K |
| Trust Co. of Toledo NA | 0.00% | No change | 422 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +1.0% | 402 | $24K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -25.9% | 401 | $24K |
| Ancora Advisors LLC | 0.00% | New | 398 | $24K |
| Tradewinds Capital Management, LLC | 0.00% | New | 352 | $21K |
| Avalon Trust Co | 0.00% | No change | 352 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 358 | $21K |
| Anchor Investment Management, LLC | 0.00% | Add +0.3% | 335 | $20K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 330 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +116.7% | 312 | $19K |
| MRP Capital Investments, LLC | 0.02% | New | 311 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 296 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 294 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 282 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 260 | $16K |
| Johnson Financial Group, Inc. | 0.00% | New | 241 | $14K |
| Toth Financial Advisory Corp. | 0.00% | New | 238 | $14K |
| Founders Financial Alliance, LLC | 0.00% | New | 238 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.9% | 226 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 223 | $13K |
| Abound Wealth Management | 0.00% | Add +17.3% | 210 | $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 |
| Barrett & Company, Inc. | 0.00% | No change | 147 | $9K |
| Sachetta, LLC | 0.00% | Reduce -50.0% | 144 | $9K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.8% | 135 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -37.2% | 120 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| WealthShield Partners, LLC | 0.00% | Reduce -90.2% | 107 | $6K |
| Evermay Wealth Management LLC | 0.00% | New | 101 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 100 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.8% | 87 | $5K |
| Seneschal Advisors, LLC | 0.00% | New | 86 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 86 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -94.2% | 83 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 72 | $4K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -70.0% | 72 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 70 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Add +983.3% | 65 | $4K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Horizon Investments, LLC | 0.00% | New | 52 | $3K |
| Spire Wealth Management | 0.00% | No change | 50 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -98.2% | 45 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 44 | $3K |
| Guerra Advisors Inc | 0.00% | New | 41 | $2K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 34 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 33 | $2K |
| Fairway Wealth LLC | 0.00% | New | 33 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -95.8% | 31 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | — | 25 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 22 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 18 | $1K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -51.7% | 14 | $840 |
| New Millennium Group LLC | 0.00% | No change | 9 | $546 |
| Darwin Wealth Management, LLC | 0.00% | New | 5 | $340 |
| Virtus Fixed Income Advisers, LLC | 0.00% | Reduce -73.3% | 4 | $240 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $121 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.0% | 1 | $60 |
| Transce3nd, LLC | 0.00% | Reduce -54.7% | 451 | $0 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.