Vanguard Intermediate-Term TVGITETF
13F holders, Q4 2025 (December 31)927holders +112
99new positions
43sold out
7famous investors
$59.90avg. 13F price*
At the end of Q4 2025, 927 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 112 from Q3 2025. 99 opened new positions and 43 sold out. The largest holders were JPMorgan Chase & Co. ($4.6B), Bank of America Corp. ($3.1B) and Morgan Stanley ($1.4B). 7 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $186.5M |
| Exits | 43 | $33.5M |
All 13F filers, Q3 2025 → Q4 2025: 44,474,735 shares bought and 9,770,910 shares sold, net +34,703,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 927 holders
| JPMorgan Chase & Co. | 0.31% | Add +7.7% | 77,294,138 | $4.6B |
| Bank of America Corp. | 0.22% | Add +3.3% | 51,409,296 | $3.1B |
| Morgan Stanley | 0.08% | Add +14.0% | 22,609,003 | $1.4B |
| Empower Advisory Group, LLC | 3.54% | Add +7.2% | 21,891,841 | $1.3B |
| Creative Planning | 0.77% | Add +8.5% | 17,856,346 | $1.1B |
| SCS Capital Management LLC | 10.62% | Add +12.1% | 16,724,645 | $1.0B |
| Focus Partners Wealth | 0.86% | Add +32.7% | 12,566,508 | $753.1M |
| Nepc LLC | 10.39% | Add +25.7% | 8,137,837 | $487.7M |
| Ameriprise Financial Inc. | 0.11% | Add +2.1% | 7,898,612 | $473.4M |
| Blue Trust, Inc. | 4.25% | Reduce -11.0% | 6,270,129 | $375.8M |
| Maseco LLP | 16.00% | Add +4.6% | 6,133,923 | $367.6M |
| Cambridge Associates LLC /Ma/ | 5.47% | Add +1.5% | 5,577,346 | $334.3M |
| Heritage Financial Services, LLC | 26.03% | Add +18.0% | 5,202,760 | $311.8M |
| State Street Corp. | 0.01% | No change | 4,950,000 | $296.7M |
| FMR LLC | 0.01% | Reduce -8.7% | 4,868,362 | $291.8M |
| Envestnet Asset Management Inc. | 0.08% | Add +13.9% | 4,368,596 | $261.8M |
| Cerity Partners LLC | 0.37% | Add +10.7% | 4,222,061 | $253.0M |
| Corient Private Wealth LP | 0.29% | Add +17.4% | 3,542,479 | $212.3M |
| Fisher Asset Management | 0.07% | Add +2.0% | 3,501,599 | $209.9M |
| Wells Fargo & Company | 0.04% | Add +28.6% | 3,482,985 | $208.7M |
| UBS Group AG | 0.04% | Add +8.6% | 3,243,319 | $194.4M |
| HighTower Advisors, LLC | 0.21% | Add +15.7% | 3,186,159 | $190.9M |
| Valmark Advisers, Inc. | 2.30% | Add +3.1% | 3,106,042 | $186.1M |
| Raymond James Financial Inc. | 0.06% | Add +6.0% | 3,049,542 | $182.8M |
| Strategic Financial Services, Inc. | 7.33% | Add +13.7% | 2,653,141 | $158.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.30% | Add +8.2% | 2,541,497 | $152.3M |
| LPL Financial LLC | 0.04% | Add +23.4% | 2,477,265 | $148.5M |
| Foster Group, Inc. | 4.48% | Add +5.7% | 2,470,628 | $148.1M |
| Bangor Savings Bank | 9.89% | Add +8.8% | 2,050,810 | $122.9M |
| Focus Partners Advisor Solutions, LLC | 1.34% | Reduce -71.7% | 1,822,246 | $109.2M |
| First Interstate Bank | 5.56% | Add +3.1% | 1,729,964 | $103.7M |
| Valeo Financial Advisors, LLC | 2.30% | Add +14.2% | 1,865,445 | $103.5M |
| Royal Bank of Canada | 0.02% | Add +90.8% | 1,609,944 | $96.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.3% | 1,595,358 | $95.6M |
| Cetera Investment Advisers | 0.10% | Add +5.7% | 1,567,284 | $93.9M |
| Acropolis Investment Management, LLC | 4.06% | Add +1959.3% | 1,507,605 | $90.4M |
| Old National Bancorp | 1.48% | Add +0.5% | 1,488,832 | $89.2M |
| Perigon Wealth Management, LLC | 1.58% | Add +9969.6% | 1,476,604 | $88.5M |
| Badgley Phelps Wealth Managers, LLC | 1.60% | Reduce -3.4% | 1,457,143 | $87.3M |
| Coldstream Capital Management Inc. | 1.11% | Add +1.4% | 1,423,400 | $85.3M |
| Tanglewood Wealth Management, Inc. | 7.72% | Add +2.6% | 1,405,143 | $84.2M |
| Burney Co./ | 2.46% | Add +4.2% | 1,318,488 | $79.0M |
| Citigroup Inc. | 0.05% | Add +27.6% | 1,307,855 | $78.4M |
| Retirement Systems of Alabama | 0.25% | Add +49.9% | 1,269,160 | $76.1M |
| Sand Hill Global Advisors, LLC | 2.52% | Add +6.9% | 1,206,289 | $72.3M |
| Miller Investment Management, LP | 6.97% | Add +5236.3% | 1,190,950 | $71.4M |
| Hanson & Doremus Investment Management | 8.05% | Add +8.6% | 1,117,525 | $67.0M |
| Proffitt & Goodson Inc. | 9.13% | Add +7.2% | 1,090,511 | $65.4M |
| Cardinal Point Capital Management ULC | 4.26% | Add +9.8% | 1,088,041 | $65.2M |
| Truist Financial Corp. | 0.09% | Reduce -0.6% | 1,084,083 | $65.0M |
| Libra Wealth LLC | 17.68% | Add +7.7% | 1,054,707 | $63.2M |
| RiverFront Investment Group, LLC | 1.03% | Add +0.8% | 1,044,923 | $62.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 1,039,227 | $62.3M |
| Northwest Wealth Management, LLC | 8.82% | Add +14.6% | 935,060 | $56.0M |
| Brandywine Oak Private Wealth LLC | 4.56% | Add +1.5% | 907,478 | $54.4M |
| Summit Trail Advisors, LLC | 0.87% | Reduce -23.7% | 843,892 | $50.6M |
| Opus Capital Group, LLC | 5.24% | Add +4.3% | 806,875 | $48.4M |
| Jordan Park Group LLC | 2.79% | Reduce -9.1% | 804,601 | $48.2M |
| AlphaQuest LLC | 2.70% | Add +643.6% | 803,838 | $48.2M |
| Cliffwater LLC | 9.71% | No change | 772,030 | $46.3M |
| Vanguard Group Inc. | 0.00% | Add +10.8% | 745,978 | $44.7M |
| Oakworth Capital, Inc. | 2.42% | Add +11.2% | 740,593 | $44.4M |
| Flputnam Investment Management Co. | 0.64% | Add +7.0% | 739,175 | $44.3M |
| 3EDGE Asset Management, LP | 2.28% | Add +121.5% | 732,852 | $44.0M |
| Kestra Advisory Services, LLC | 0.18% | Add +16.3% | 717,518 | $43.0M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +71.0% | 715,233 | $42.9M |
| Captrust Financial Advisors | 0.08% | Add +39.2% | 715,010 | $42.9M |
| Creative Financial Designs Inc. | 2.54% | Add +7.6% | 672,994 | $40.3M |
| Assetmark, Inc. | 0.08% | Add +1.6% | 668,288 | $40.1M |
| Portland Global Advisors LLC | 4.22% | Add +3.1% | 656,370 | $39.3M |
| Kathmere Capital Management, LLC | 2.62% | Reduce -5.4% | 647,825 | $38.8M |
| Savant Capital, LLC | 0.22% | Reduce -19.7% | 646,119 | $38.7M |
| Private Advisor Group, LLC | 0.18% | Add +12.1% | 640,448 | $38.4M |
| Sage Mountain Advisors LLC | 2.03% | Add +12.0% | 639,752 | $38.3M |
| Jackson Thornton Wealth Management, LLC | 3.61% | Add +4.4% | 637,281 | $38.2M |
| Kestra Investment Management, LLC | 0.91% | Add +71.6% | 623,771 | $37.4M |
| MilWealth Group LLC | 8.79% | Add +4.3% | 616,356 | $36.9M |
| Albion Financial Group | 2.29% | Add +4.4% | 614,025 | $36.8M |
| Nova R Wealth, Inc. | 13.36% | Add +14.1% | 611,475 | $36.6M |
| Birchbrook, Inc. | 17.97% | Add +2.4% | 601,274 | $36.0M |
| Vident Advisory, LLC | 0.34% | Add +22.3% | 597,624 | $35.8M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.8% | 592,605 | $35.5M |
| Alaethes Wealth, LLC | 9.96% | Add +0.3% | 590,611 | $35.4M |
| Permanent Capital Management, LP | 6.89% | Reduce -15.8% | 590,480 | $35.4M |
| Master's Wealth Management Inc. | 12.57% | New | 583,422 | $35.0M |
| Cypress Financial Planning LLC | 9.70% | Add +25.6% | 578,081 | $34.7M |
| Towneley Capital Management, Inc / DE | 7.26% | Add +1.9% | 574,729 | $34.4M |
| Lazard Asset Management LLC | 0.06% | Add +83.0% | 572,848 | $34.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -1.9% | 570,261 | $34.2M |
| BSW Wealth Partners | 4.06% | Add +4.3% | 564,060 | $33.8M |
| Evergreen Advisors, LLC | 8.18% | — | 559,518 | $33.5M |
| Secure Asset Management, LLC | 5.25% | Add +4.9% | 556,162 | $33.3M |
| Emprise Bank | 13.84% | Add +6.3% | 555,388 | $33.3M |
| Partners Capital Investment Group, LLP | 1.22% | Add +67.7% | 546,946 | $32.8M |
| GLOBALT Investments LLC / GA | 1.17% | Reduce -0.8% | 535,142 | $32.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -19.9% | 516,700 | $31.0M |
| Pathway Financial Advisors LLC | 3.84% | Add +2.7% | 509,525 | $30.6M |
| BlackRock, Inc. | 0.00% | Add +706.8% | 506,305 | $30.3M |
| Rwa Wealth Partners, LLC | 0.33% | Reduce -11.0% | 500,899 | $30.0M |
| Roundview Capital LLC | 1.81% | Add +0.5% | 491,582 | $29.5M |
| Mather Group, Llc. | 0.30% | Add +5.9% | 486,936 | $29.2M |
| RKL Wealth Management LLC | 2.36% | Add +4.3% | 480,188 | $28.8M |
| Vise Technologies, Inc. | 0.56% | Add +10.9% | 475,159 | $28.5M |
| Montag A & Associates Inc. | 1.27% | Add +27.4% | 464,161 | $27.8M |
| Mariner, LLC | 0.03% | Add +1.6% | 456,823 | $27.4M |
| Cape Cod Five Cents Savings Bank | 2.46% | No change | 445,355 | $26.9M |
| Traphagen Investment Advisors LLC | 2.19% | Add +1.3% | 443,082 | $26.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.5% | 441,503 | $26.5M |
| Stratos Wealth Advisors, LLC | 1.27% | Add +6.3% | 439,210 | $26.3M |
| Kondo Wealth Advisors, Inc. | 10.04% | Add +7.6% | 437,699 | $26.2M |
| Dakota Wealth Management | 0.46% | Add +58.9% | 436,235 | $26.1M |
| Arista Wealth Management, LLC | 3.21% | Add +4.5% | 435,926 | $26.1M |
| Jones Financial Companies LLLP | 0.02% | Add +35.1% | 430,322 | $25.8M |
| Ami Investment Management Inc. | 5.57% | Add +34.7% | 413,757 | $24.8M |
| Gleason Group, Inc. | 2.41% | Reduce -0.1% | 409,676 | $24.6M |
| Schroder Investment Management Group | 0.02% | Reduce -37.3% | 402,700 | $24.2M |
| Smartleaf Asset Management LLC | 0.92% | Add +3001.4% | 402,560 | $24.2M |
| Baird Financial Group, Inc. | 0.04% | Add +1.8% | 402,734 | $24.1M |
| Earned Wealth Advisors, LLC | 1.69% | Add +572.0% | 397,435 | $23.8M |
| Russell Investments Group, Ltd. | 0.03% | Add +0.0% | 382,828 | $22.9M |
| 25 LLC | 7.25% | Add +16.7% | 381,449 | $22.9M |
| Private Wealth Management Group, LLC | 6.09% | Add +6.3% | 380,741 | $22.8M |
| Manning & Napier Advisors LLC | 0.30% | Add +422.8% | 378,743 | $22.7M |
| Gotham Asset Management | 0.08% | Add +16.1% | 378,920 | $22.7M |
| Procyon Advisors, LLC | 1.10% | Reduce -1.8% | 372,749 | $22.3M |
| Foundations Investment Advisors, LLC | 0.29% | Add +8.2% | 370,262 | $22.2M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +17.1% | 367,745 | $22.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -2.1% | 366,389 | $22.0M |
| United Wealth Management, LLC | 5.64% | Add +7.5% | 363,710 | $21.8M |
| Beacon Bank & Trust | 4.37% | New | 359,074 | $21.5M |
| WBH Advisory Inc. | 1.57% | Reduce -0.4% | 353,297 | $21.2M |
| 1834 Investment Advisors Co. | 2.63% | Reduce -6.6% | 350,111 | $21.0M |
| Park Avenue Securities LLC | 0.18% | Add +9.4% | 347,634 | $20.8M |
| Midland Wealth Advisors, LLC | 1.06% | Reduce -35.1% | 341,438 | $20.5M |
| OneAscent Financial Services LLC | 1.84% | Add +19.7% | 332,737 | $19.9M |
| Addison Advisors LLC | 4.33% | Add +5.3% | 321,697 | $19.3M |
| Modern Wealth Management, LLC | 0.35% | Add +23.6% | 321,316 | $19.3M |
| Roble, Belko & Company, Inc | 2.51% | Add +22.6% | 319,362 | $19.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.4% | 314,877 | $18.9M |
| Brady Martz Wealth Solutions, LLC | 3.29% | Add +4.8% | 311,885 | $18.7M |
| Empowered Funds, LLC | 0.31% | Add +25.8% | 309,133 | $18.5M |
| Cwm, LLC | 0.05% | Add +5.8% | 306,101 | $18.3M |
| New York Life Investment Management LLC | 0.16% | Reduce -35.5% | 304,375 | $18.2M |
| DORVAL Corp | 5.78% | Add +52.9% | 302,292 | $18.1M |
| Rialto Wealth Management, LLC | 4.29% | Add +11.3% | 299,511 | $17.9M |
| Arbor Wealth Management LLC\AZ | 13.75% | — | 294,759 | $17.7M |
| Hassell Wealth Management, LLC | 5.87% | Add +3.2% | 293,345 | $17.5M |
| Mayport, LLC | 3.51% | Add +0.8% | 290,823 | $17.4M |
| Roth Financial Partners LLC | 5.75% | Add +1.6% | 290,720 | $17.4M |
| Capital Investment Services of America, Inc. | 1.63% | Add +2.9% | 288,068 | $17.3M |
| Lowe Brockenbrough & Co. Inc. | 0.84% | Add +26.5% | 284,677 | $17.1M |
| Exchange Traded Concepts, LLC | 0.14% | Add +2.9% | 281,134 | $16.8M |
| Atria Investments, Inc | 0.19% | Add +31.1% | 280,860 | $16.8M |
| Bank of Montreal | 0.01% | Add +3.6% | 275,302 | $16.5M |
| Family Wealth Partners, LLC | 5.86% | Add +5.7% | 271,186 | $16.3M |
| OneAscent Investment Solutions LLC | 16.97% | Add +1.5% | 267,313 | $16.0M |
| Longview Financial Advisors LLC | 8.77% | Add +4.4% | 265,411 | $15.9M |
| Aurdan Capital Management, LLC | 4.84% | Add +14.3% | 261,819 | $15.7M |
| Evoke Wealth, LLC | 0.29% | Add +8.8% | 254,784 | $15.3M |
| Peirce Capital Management, LLC | 6.05% | Add +6.2% | 253,571 | $15.2M |
| MAI Capital Management | 0.09% | Add +36.8% | 250,135 | $15.0M |
| Net Worth Advisory Group | 3.03% | Add +137.5% | 250,021 | $15.0M |
| Baldwin Wealth Partners LLC | 0.96% | Add +7.4% | 249,236 | $14.9M |
| Brown Advisory Inc. | 0.02% | Add +100.9% | 247,839 | $14.9M |
| Seven Mile Advisory | 2.58% | Add +8.2% | 247,037 | $14.8M |
| Farther Finance Advisors, LLC | 0.16% | Add +2.1% | 246,375 | $14.8M |
| North Ridge Wealth Advisors, Inc. | 8.02% | Add +2.8% | 239,122 | $14.3M |
| MainStreet Investment Advisors LLC | 2.04% | Reduce -3.4% | 237,182 | $14.2M |
| MassMutual Private Wealth & Trust, FSB | 0.36% | Add +0.3% | 235,331 | $14.1M |
| Salomon & Ludwin, LLC | 1.24% | Add +8.5% | 234,390 | $14.1M |
| Aerodigm Wealth, LLC | 5.35% | Add +13.9% | 231,216 | $13.9M |
| Wealth Analytics Partners, LLC | 5.41% | — | 230,307 | $13.8M |
| Kings Path Partners LLC | 4.82% | Add +8.3% | 229,369 | $13.7M |
| EverSource Wealth Advisors, LLC | 0.50% | Add +11.2% | 228,090 | $13.7M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Reduce -6.2% | 226,749 | $13.6M |
| Staley Capital Advisers Inc. | 0.55% | Reduce -3.7% | 224,047 | $13.4M |
| Financial Advisory Partners, LLC | 3.78% | Add +10.3% | 223,577 | $13.4M |
| Friday Financial | 4.68% | Add +20.6% | 221,641 | $13.3M |
| MML Investors Services, LLC | 0.03% | Add +7.2% | 220,980 | $13.2M |
| Seaside Wealth Management, Inc. | 3.64% | Add +7.2% | 213,111 | $12.8M |
| Squire Investment Management Company, LLC | 3.80% | Add +15.8% | 209,351 | $12.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +48.6% | 209,018 | $12.5M |
| Newport Capital Group, LLC | 7.54% | Add +5.8% | 205,867 | $12.3M |
| Sharp Wealth Advisory, LLC | 6.21% | Add +6.2% | 205,796 | $12.3M |
| Vernal Point Advisors, LLC | 5.00% | Reduce -1.4% | 202,320 | $12.1M |
| Howe & Rusling Inc. | 0.80% | Add +11.2% | 202,108 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.7% | 200,204 | $12.0M |
| Cornerstone Planning, LLC | 2.70% | — | 194,228 | $11.7M |
| Power Wealth Management LLC | 4.09% | Add +5.6% | 193,735 | $11.6M |
| Summitas Investment Management LLC | 8.73% | — | 193,699 | $11.6M |
| Beverly Hills Private Wealth, LLC | 2.00% | Add +5.2% | 192,368 | $11.5M |
| Elevate Wealth Advisory, Inc. | 7.85% | Add +7.8% | 191,597 | $11.5M |
| Aspirean Wealth, LLC | 12.33% | — | 188,408 | $11.3M |
| HMV Wealth Advisors, LLC | 5.56% | Add +13.6% | 185,356 | $11.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +1.9% | 185,007 | $11.1M |
| HBE Wealth Management, LLC | 10.43% | — | 184,961 | $11.1M |
| Souders Financial Advisors | 1.26% | Add +4.1% | 183,823 | $11.0M |
| Financial Architects, LLC | 5.81% | New | 180,335 | $10.8M |
| Rogco, LP | 3.52% | Add +7.3% | 177,325 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.9% | 174,965 | $10.5M |
| AQR Capital Management | 0.01% | Add +4.2% | 174,900 | $10.5M |
| AE Wealth Management LLC | 0.06% | Add +15.8% | 173,939 | $10.4M |
| SimpliFi, Inc. | 4.41% | New | 173,791 | $10.4M |
| Providence First Trust Co | 3.55% | Add +5.0% | 170,853 | $10.2M |
| NorthCoast Asset Management LLC | 0.22% | Reduce -84.0% | 168,785 | $10.1M |
| Hurley Capital, LLC | 5.61% | Add +17.3% | 166,885 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +4.4% | 163,906 | $9.8M |
| Founders Grove Wealth Partners, LLC | 2.19% | Add +0.0% | 162,303 | $9.7M |
| Cambria Investment Management, L.P. | 0.57% | Add +0.8% | 162,276 | $9.7M |
| Apollon Wealth Management, LLC | 0.17% | Add +8.4% | 161,026 | $9.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +8.3% | 161,012 | $9.6M |
| CogentBlue Wealth Advisors, LLC | 6.55% | Reduce 0.0% | 160,303 | $9.6M |
| Sellwood Investment Partners LLC | 3.75% | Add +2.6% | 160,118 | $9.6M |
| Cravens & Co Advisors, LLC | 6.24% | Reduce -2.0% | 158,863 | $9.5M |
| Five Pine Wealth Management | 6.08% | Add +17.0% | 158,199 | $9.5M |
| Websterrogers Financial Advisors, LLC | 2.74% | Add +5.0% | 157,583 | $9.4M |
| Shotwell Rutter Baer Inc | 5.57% | Add +6.8% | 154,733 | $9.3M |
| Brickley Wealth Management | 1.56% | Add +4.8% | 154,424 | $9.3M |
| CacheTech Inc. | 1.71% | Add +6.5% | 154,243 | $9.2M |
| R. W. Roge & Company, Inc. | 4.50% | Add +8.8% | 151,970 | $9.1M |
| Allworth Financial LP | 0.04% | Reduce -8.7% | 150,995 | $9.0M |
| Shufro Rose & Co. LLC | 0.61% | Add +100.1% | 149,780 | $9.0M |
| Dynamic Wealth Strategies, LLC | 5.22% | Add +5.8% | 146,385 | $8.8M |
| Middleton & Co. Inc. | 0.93% | Add +17.5% | 145,620 | $8.7M |
| Prism Planning Partners LLC | 9.71% | — | 144,443 | $8.7M |
| Constellation Investments, Inc. | 0.27% | No change | 144,000 | $8.6M |
| Tillman Hartley LLC | 2.16% | Add +5.2% | 143,289 | $8.6M |
| Poinciana Advisors Group, LLC | 6.72% | Reduce -2.2% | 142,100 | $8.5M |
| Aznar Financial Advisors, LLC | 8.11% | — | 140,848 | $8.4M |
| Adams Wealth Management | 1.80% | Add +3.0% | 140,390 | $8.4M |
| Alps Advisors Inc. | 0.05% | Add +3.3% | 140,302 | $8.4M |
| Belleair Asset Management, LLC | 7.99% | — | 140,010 | $8.4M |
| NewEdge Advisors, LLC | 0.03% | Add +0.3% | 139,735 | $8.4M |
| NewEdge Wealth, LLC | 0.09% | Add +22.5% | 137,791 | $8.3M |
| Marietta Wealth Management, LLC | 0.92% | Add +5.4% | 132,182 | $7.9M |
| AdvisorNet Financial, Inc | 0.42% | Add +4.8% | 131,110 | $7.9M |
| Atlas Capital Advisors Inc. | 0.84% | — | 125,725 | $7.5M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 123,568 | $7.4M |
| Croban | 3.56% | Add +92.6% | 123,314 | $7.4M |
| Buska Wealth Management, LLC | 2.71% | Reduce -19.4% | 122,526 | $7.3M |
| Brucke Financial, Inc. | 3.99% | Add +6.7% | 121,889 | $7.3M |
| CWC Advisors, LLC. | 3.50% | Add +0.8% | 121,128 | $7.3M |
| Ackerman Capital Advisors, LLC | 1.41% | Add +16.3% | 116,854 | $7.0M |
| Fermata Advisors, LLC | 1.68% | Reduce -1.6% | 116,709 | $7.0M |
| Axos Invest Inc. | 5.14% | Reduce -2.3% | 116,697 | $7.0M |
| Harvest Portfolios Group Inc. | 0.12% | Add +8.7% | 115,864 | $6.9M |
| BluePrint Investing LLC | 6.13% | — | 114,088 | $6.8M |
| Regions Financial Corp. | 0.04% | Add +49.5% | 112,632 | $6.8M |
| OMNI 360 Wealth, Inc. | 3.42% | Add +4.0% | 111,392 | $6.7M |
| Archford Capital Strategies, LLC | 0.78% | Reduce -23.9% | 111,579 | $6.7M |
| Integrated Advisors Network LLC | 0.30% | Add +3.6% | 111,245 | $6.7M |
| Ranch Capital Advisors Inc. | 2.44% | Add +5.7% | 110,632 | $6.6M |
| Prudential Financial Inc. | 0.01% | New | 110,090 | $6.6M |
| Northern Trust Corp. | 0.00% | Add +57.9% | 109,156 | $6.5M |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Add +17.7% | 108,532 | $6.5M |
| RFG Advisory, LLC | 0.12% | Add +8.1% | 107,464 | $6.4M |
| Downshift Financial, LLC | 3.97% | — | 107,387 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 107,182 | $6.4M |
| Marion Wealth Management | 1.40% | Add +5.0% | 105,670 | $6.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.46% | Add +2.3% | 103,238 | $6.2M |
| Lauer Wealth, LLC | 4.61% | Reduce -2.5% | 101,371 | $6.1M |
| Comerica Bank | 0.02% | Reduce -10.1% | 100,649 | $6.0M |
| Silverleafe Capital Partners, LLC | 1.77% | Reduce -5.1% | 99,404 | $6.0M |
| Minot DeBlois Advisors LLC | 5.29% | Add +10.3% | 98,319 | $5.9M |
| Peoples Bank | 3.63% | Reduce -3.6% | 97,620 | $5.9M |
| Apella Capital, LLC | 0.11% | Reduce -3.9% | 95,356 | $5.7M |
| Hara Capital LLC | 3.14% | Reduce -6.1% | 94,129 | $5.6M |
| Quattro Financial Advisors LLC | 1.66% | Add +34.1% | 92,737 | $5.6M |
| Dopkins Wealth Management, LLC | 2.24% | Add +12.2% | 91,414 | $5.5M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +5.8% | 91,250 | $5.5M |
| CFS Investment Advisory Services, LLC | 0.39% | Add +23.9% | 89,293 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.5% | 88,889 | $5.3M |
| Curi Capital, LLC | 0.09% | Add +3.9% | 88,268 | $5.3M |
| Montecito Bank & Trust | 0.84% | Add +17.8% | 88,023 | $5.3M |
| Burkett Financial Services, LLC | 1.80% | Add +27.5% | 87,978 | $5.3M |
| Principal Securities, Inc. | 0.08% | Add +0.1% | 87,261 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 87,132 | $5.2M |
| Mgo One Seven LLC | 0.11% | Add +4.7% | 86,261 | $5.2M |
| JDH Wealth Management, LLC | 3.49% | Add +11.0% | 85,017 | $5.1M |
| Strategic Investment Solutions, Inc. | 1.22% | Add +38.5% | 84,742 | $5.1M |
| Hexagon Capital Partners LLC | 0.94% | Add +7.2% | 84,736 | $5.1M |
| StrongBox Wealth, LLC | 1.66% | Reduce -51.7% | 84,325 | $5.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.73% | Reduce -3.2% | 84,298 | $5.1M |
| Claris Advisors, LLC / Mo / | 1.53% | Add +48.5% | 83,874 | $5.0M |
| Cornerstone Financial Management LLC | 4.70% | — | 83,590 | $5.0M |
| Victory Financial Group, LLC | 0.63% | Add +6.5% | 83,458 | $5.0M |
| Checchi Capital Advisers, LLC | 0.34% | Add +4.2% | 83,312 | $5.0M |
| Wit, LLC | 0.10% | No change | 82,534 | $4.9M |
| GenTrust, LLC | 0.21% | Reduce -2.2% | 81,439 | $4.9M |
| Wealthfront Advisers LLC | 0.01% | Add +42.9% | 81,342 | $4.9M |
| Vistica Wealth Advisors, LLC | 4.85% | — | 81,203 | $4.9M |
| Stableford Capital II LLC | 1.75% | Reduce -7.0% | 80,998 | $4.9M |
| Capstone Wealth Management, LLC | 3.53% | Add +34.9% | 80,828 | $4.8M |
| &partners | 0.02% | Add +27.4% | 78,322 | $4.7M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 77,642 | $4.7M |
| Onyx Bridge Wealth Group LLC | 0.49% | Add +4.8% | 76,781 | $4.6M |
| CGN Advisors LLC | 0.36% | Add +17.1% | 76,611 | $4.6M |
| BIP Wealth, LLC | 0.16% | Add +19.4% | 76,343 | $4.6M |
| Kaufman Rossin Wealth, LLC | 2.38% | Add +7.7% | 76,229 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +7.6% | 75,318 | $4.5M |
| Nicolet Advisory Services, LLC | 0.30% | Add +5.1% | 74,685 | $4.5M |
| Benjamin Edwards Inc. | 0.05% | Reduce -2.1% | 74,626 | $4.5M |
| Bryn Mawr Trust Advisors, LLC | 0.21% | Add +26.1% | 74,154 | $4.4M |
| WESCAP Management Group, Inc. | 0.89% | Reduce -13.7% | 73,673 | $4.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.70% | Add +7.3% | 72,618 | $4.4M |
| LifePlan Financial, LLC | 3.30% | Add +0.9% | 71,843 | $4.3M |
| True Link Financial Advisors, LLC | 0.26% | No change | 71,443 | $4.3M |
| RoundAngle Advisors LLC | 3.10% | Add +5.0% | 71,045 | $4.3M |
| TD Private Client Wealth LLC | 0.09% | Add +19.9% | 70,885 | $4.2M |
| Harbour Investments, Inc. | 0.09% | Add +8.4% | 70,801 | $4.2M |
| AlTi Global, Inc. | 0.09% | Reduce -2.3% | 70,679 | $4.2M |
| RB Capital Management, LLC | 0.89% | Add +12.5% | 70,402 | $4.2M |
| Plan A Wealth LLC | 2.06% | Add +3.2% | 70,389 | $4.2M |
| Auour Investments LLC | 1.33% | Reduce -3.9% | 69,675 | $4.2M |
| Balance Wealth Partners LLC | 1.34% | Reduce -42.4% | 69,419 | $4.2M |
| Impact Investors, Inc | 2.86% | Add +32.2% | 68,757 | $4.1M |
| Alhambra Investment Management LLC | 1.91% | Add +5.9% | 68,409 | $4.1M |
| Morningstar Investment Management LLC | 0.24% | No change | 68,022 | $4.1M |
| Foster & Motley Inc. | 0.22% | Reduce -2.1% | 67,508 | $4.0M |
| Resonant Capital Advisors, LLC | 0.22% | Reduce -6.1% | 67,324 | $4.0M |
| Genesis Private Wealth, LLC | 1.25% | Add +8.4% | 67,203 | $4.0M |
| Hershey Financial Advisers, LLC | 3.34% | New | 65,971 | $4.0M |
| Walker Financial Services, Inc. | 1.42% | Reduce -21.6% | 65,261 | $3.9M |
| Greenspring Advisors, LLC | 0.24% | Add +554.3% | 64,974 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.22% | Reduce -1.0% | 64,318 | $3.8M |
| Hickory Point Bank & Trust | 2.77% | Add +1.1% | 63,726 | $3.8M |
| Baker Boyer National Bank | 1.15% | Add +10.4% | 63,563 | $3.8M |
| Wedmont Private Capital | 0.13% | Reduce -5.3% | 63,291 | $3.8M |
| Leavell Investment Management, Inc. | 0.16% | Add +4.2% | 63,416 | $3.8M |
| Smithfield Trust Co | 0.17% | Add +53.0% | 63,277 | $3.8M |
| SMART Wealth LLC | 1.15% | Add +6.8% | 63,026 | $3.8M |
| PYA Waltman Capital, LLC | 1.01% | Reduce -0.0% | 63,011 | $3.8M |
| Blume Capital Management, Inc. | 0.68% | Add +0.0% | 61,650 | $3.7M |
| Baker Tilly Wealth Management, LLC | 0.91% | Reduce -46.3% | 61,570 | $3.7M |
| Alexander Labrunerie & Co., Inc. | 1.35% | Reduce -0.7% | 61,473 | $3.7M |
| Independent Advisor Alliance | 0.09% | Reduce -13.2% | 60,893 | $3.6M |
| Betterment LLC | 0.01% | Add +14.8% | 60,745 | $3.6M |
| OneAscent Wealth Management LLC | 1.19% | Reduce -54.4% | 59,726 | $3.6M |
| Pure Financial Advisors, LLC | 0.05% | Add +29.0% | 59,637 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 59,440 | $3.6M |
| Synergy Asset Management, LLC | 0.37% | New | 59,114 | $3.5M |
| JT Stratford LLC | 0.46% | Reduce -2.4% | 58,951 | $3.5M |
| M&T Bank Corp | 0.01% | Reduce -17.1% | 58,500 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +13.6% | 57,946 | $3.5M |
| REDW Wealth LLC | 1.30% | Reduce -0.4% | 56,969 | $3.4M |
| Simplicity Wealth,LLC | 0.20% | Reduce -14.9% | 56,811 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +9.1% | 56,302 | $3.4M |
| Orcam Financial Group | 2.49% | Add +7.3% | 55,462 | $3.3M |
| Hikari Tsushin, Inc. | 0.21% | No change | 54,954 | $3.3M |
| James Investment Research, Inc. | 0.36% | Add +4.8% | 54,791 | $3.3M |
| Prime Buchholz LLC | 1.94% | Add +10.0% | 54,596 | $3.3M |
| Nilsine Partners, LLC | 0.28% | Add +5.9% | 54,523 | $3.3M |
| Human Investing LLC | 0.46% | Add +3.6% | 54,464 | $3.3M |
| LFA - Lugano Financial Advisors SA | 1.67% | Reduce -4.4% | 54,042 | $3.2M |
| Advisory Services Network, LLC | 0.05% | Add +2.1% | 53,689 | $3.2M |
| Bragg Financial Advisors, Inc | 0.10% | Add +2.6% | 53,570 | $3.2M |
| Keb Asset Management, LLC | 0.65% | Add +88.9% | 53,446 | $3.2M |
| Bull Street Advisors, LLC | 1.48% | Add +2.6% | 53,270 | $3.2M |
| LJI Wealth Management, LLC | 0.48% | Add +22.0% | 52,813 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +8.5% | 52,536 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -13.0% | 51,726 | $3.1M |
| Blom & Howell Financial Planning, Inc. | 3.07% | — | 51,489 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.2% | 51,466 | $3.1M |
| Tiff Advisory Services, LLC | 0.52% | Reduce -8.9% | 50,755 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.05% | No change | 50,420 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.21% | Reduce -1.3% | 50,169 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.1% | 49,849 | $3.0M |
| Belpointe Asset Management LLC | 0.11% | Add +103.0% | 49,839 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +73.6% | 49,807 | $3.0M |
| Tandem Investment Partners LLC | 2.50% | Add +9.0% | 49,435 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -8.2% | 48,524 | $2.9M |
| Cogent Strategic Wealth LLC | 3.17% | — | 48,628 | $2.9M |
| First American Trust, FSB | 0.20% | Add +26.7% | 48,224 | $2.9M |
| Altiora Financial Group, LLC | 0.49% | Add +7.3% | 47,534 | $2.8M |
| Cornerstone Wealth Advisors, Inc. | 0.65% | Add +15.2% | 46,830 | $2.8M |
| RHS Financial, LLC | 1.32% | Add +29.7% | 45,076 | $2.7M |
| Trivium Point Advisory, LLC | 0.27% | Add +32.1% | 44,800 | $2.7M |
| Global Endowment Management, LP | 0.33% | No change | 44,700 | $2.7M |
| IRON Financial LLC | 1.22% | Reduce -7.1% | 44,244 | $2.7M |
| Blair William & Co. | 0.01% | Add +7.9% | 43,980 | $2.6M |
| Evansbrook LLC | 1.75% | — | 43,778 | $2.6M |
| Towne Trust Company, N.A | 0.82% | Add +14.1% | 43,647 | $2.6M |
| Transcendent Capital Group LLC | 1.18% | Add +2.0% | 43,352 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -15.9% | 42,507 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.6% | 42,080 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Reduce -1.2% | 41,870 | $2.5M |
| Whitcomb & Hess, Inc. | 0.59% | Add +2.2% | 41,654 | $2.5M |
| Mechanics Financial Corp | 0.92% | Add +9.5% | 41,492 | $2.5M |
| Essex Bank | 0.54% | Add +8.0% | 41,386 | $2.5M |
| Hunter Associates Investment Management LLC | 0.32% | Add +58.6% | 39,940 | $2.4M |
| Stirlingshire Investments, Inc. | 2.11% | — | 39,720 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +17.0% | 39,174 | $2.3M |
| Advyzon Investment Management, LLC | 0.27% | Add +10.8% | 38,975 | $2.3M |
| Oath Planning, LLC | 2.29% | — | 38,743 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +2.9% | 38,625 | $2.3M |
| Shayne & Jacobs, LLC | 0.70% | No change | 38,480 | $2.3M |
| McCartney Wealth Management LLC | 1.99% | — | 38,455 | $2.3M |
| Thrive Capital Management, LLC | 0.51% | Reduce -0.9% | 38,418 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.32% | Add +51.7% | 38,298 | $2.3M |
| Rothschild Investment LLC | 0.13% | Reduce -2.5% | 38,046 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.66% | Add +4.3% | 37,811 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -15.7% | 37,550 | $2.3M |
| Kovack Advisors, Inc. | 0.11% | Add +25.5% | 37,333 | $2.2M |
| Stonehearth Capital Management, LLC | 0.82% | Add +3.3% | 36,892 | $2.2M |
| Benningfield Financial Advisors, LLC | 1.68% | No change | 35,843 | $2.1M |
| D.B. Root & Company, LLC | 0.52% | Add +11.0% | 35,811 | $2.1M |
| Hancock Whitney Corp. | 0.04% | Add +10.0% | 35,278 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -3.0% | 35,111 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +2.2% | 34,579 | $2.1M |
| Kassira Wealth Management LLC | 1.96% | Add +13.0% | 34,505 | $2.1M |
| Capital Squared Financial LLC | 1.60% | Add +730.8% | 34,236 | $2.1M |
| South Plains Financial, Inc. | 1.21% | Reduce -4.3% | 34,082 | $2.0M |
| World Investment Advisors | 0.03% | Add +11.1% | 34,009 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.73% | Add +1.0% | 33,885 | $2.0M |
| ATX Financial Planning, LLC | 1.56% | — | 33,835 | $2.0M |
| Anderson Hoagland & Co. | 0.17% | Reduce -0.3% | 33,708 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +9.0% | 33,160 | $2.0M |
| Chandler Asset Management, Inc. | 0.31% | No change | 32,955 | $2.0M |
| Brindle & Bay Financial Advisors, LLC | 1.31% | — | 32,907 | $2.0M |
| Graetz Wealth LLC | 1.79% | — | 32,837 | $2.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.46% | Reduce -2.4% | 32,480 | $1.9M |
| Fagan Associates, Inc. | 0.26% | Add +21.1% | 32,014 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +16.1% | 31,486 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.7% | 31,464 | $1.9M |
| Enclave Advisors LLC | 0.27% | New | 31,232 | $1.9M |
| Theory Financial LLC | 0.63% | Reduce -33.4% | 31,269 | $1.9M |
| Floyd Financial Group LLC | 1.26% | New | 30,855 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +2.6% | 31,003 | $1.9M |
| Diversify Wealth Management, LLC | 0.09% | Reduce -15.2% | 30,837 | $1.8M |
| Ares Financial Consulting, LLC | 1.76% | — | 30,795 | $1.8M |
| Signet Financial Management, LLC | 0.20% | Reduce -9.5% | 30,591 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | — | 29,836 | $1.8M |
| Parkwoods Wealth Partners, LLC | 0.52% | Add +13.7% | 29,538 | $1.8M |
| Clarity Capital Advisors, LLC | 0.88% | Add +11.7% | 29,498 | $1.8M |
| CWS Financial Advisors, LLC | 0.48% | Add +12.7% | 29,265 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +8.8% | 28,852 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +29.9% | 28,680 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.36% | Reduce -0.7% | 28,572 | $1.7M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -3.0% | 28,337 | $1.7M |
| St Germain D J Co. Inc. | 0.07% | Add +103.2% | 28,311 | $1.7M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 28,258 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +172.4% | 28,133 | $1.7M |
| Security Financial Services, INC. | 0.26% | Add +4.7% | 27,858 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Add +31779.3% | 27,735 | $1.7M |
| Sun Life Financial Inc. | 0.09% | No change | 27,650 | $1.7M |
| Archer Investment Management, LLC | 0.88% | Reduce -10.0% | 27,372 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -4.6% | 27,294 | $1.6M |
| Discipline Wealth Solutions, LLC | 0.30% | Reduce -4.3% | 26,955 | $1.6M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +7.8% | 26,797 | $1.6M |
| Wakefield Asset Management LLLP | 0.43% | Reduce -1.4% | 26,663 | $1.6M |
| SigFig Wealth Management, LLC | 0.05% | Add +11.0% | 26,487 | $1.6M |
| Lauterbach Financial Advisors, LLC | 0.77% | Add +10.3% | 26,251 | $1.6M |
| AXS Investments LLC | 0.54% | Reduce -0.9% | 26,081 | $1.6M |
| NorthRock Partners, LLC | 0.03% | New | 25,828 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +349.6% | 25,405 | $1.5M |
| Nwam LLC | 0.09% | Add +5.0% | 25,420 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +3.7% | 25,053 | $1.5M |
| GMO | 0.00% | New | 25,037 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.05% | No change | 25,028 | $1.5M |
| Verity Asset Management, Inc. | 0.64% | Add +16.4% | 25,016 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.68% | Add +18.9% | 24,917 | $1.5M |
| Americana Partners, LLC | 0.04% | Reduce -0.6% | 24,785 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Add +4.6% | 24,618 | $1.5M |
| Avise Financial Cooperative, Inc. | 1.33% | — | 24,519 | $1.5M |
| Arax Advisory Partners | 0.04% | New | 24,499 | $1.5M |
| Ignite Planners, LLC | 0.22% | Add +2.1% | 24,098 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +6.1% | 23,652 | $1.4M |
| Whittier Trust Co. | 0.01% | Reduce -1.3% | 22,778 | $1.4M |
| E&G Advisors, LLC | 0.30% | No change | 22,699 | $1.4M |
| Tenon Financial LLC | 0.57% | No change | 22,655 | $1.4M |
| LCNB Corp. | 0.45% | Add +5.7% | 22,596 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.81% | Add +1.4% | 22,008 | $1.3M |
| Investment Advisory Group, LLC | 0.32% | Add +19.9% | 20,919 | $1.3M |
| Nolet Wealth Management, LLC | 0.70% | — | 20,894 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +16.0% | 20,840 | $1.2M |
| Aspire Private Capital, LLC | 0.28% | Reduce -1.1% | 20,815 | $1.2M |
| SkyOak Wealth, LLC | 0.22% | Add +31.7% | 20,724 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +22.5% | 20,673 | $1.2M |
| Ramiah Investment Group | 1.07% | Add +25.2% | 20,572 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +44.0% | 20,547 | $1.2M |
| Schulz Wealth, LTD. | 0.78% | Add +0.2% | 20,388 | $1.2M |
| Headlands Technologies LLC | 0.10% | Add +195.2% | 20,358 | $1.2M |
| Breakwater Investment Management | 0.44% | No change | 20,334 | $1.2M |
| Wells Financial Advisors INC | 2.23% | Reduce -24.7% | 19,570 | $1.2M |
| Forza Wealth Management, LLC | 0.42% | No change | 19,414 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -8.8% | 20,298 | $1.2M |
| Bokf, NA | 0.02% | Add +3869.9% | 18,857 | $1.1M |
| Fiduciary Financial Group, LLC | 0.16% | Add +5.1% | 18,821 | $1.1M |
| Oakmont Advisory Group, LLC | 1.20% | — | 18,724 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Reduce -69.0% | 18,664 | $1.1M |
| Winch Advisory Services, LLC | 0.25% | Add +14.9% | 18,561 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.7% | 17,951 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +1.1% | 17,850 | $1.1M |
| Pines Wealth Management, LLC | 0.34% | Add +10.1% | 17,806 | $1.1M |
| Gibraltar Capital Management, Inc. | 0.18% | Add +22.4% | 17,617 | $1.1M |
| Legacy PCG, LLC | 0.65% | No change | 17,577 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +51.6% | 17,543 | $1.1M |
| Team Hewins, LLC | 0.34% | Add +0.4% | 17,500 | $1.0M |
| Blossom Wealth Management | 1.72% | Reduce -4.8% | 17,419 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -2.1% | 17,273 | $1.0M |
| Disciplined Investments, LLC | 0.40% | Add +49.6% | 17,196 | $1.0M |
| LeConte Wealth Management, LLC | 0.67% | Reduce -15.3% | 17,000 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 0.94% | Reduce -1.1% | 16,967 | $1.0M |
| Rathbones Group PLC | 0.00% | New | 16,935 | $1.0M |
| High Probability Advisors, LLC | 0.14% | New | 16,890 | $1.0M |
| Meitav Investment House Ltd. | 0.01% | Add +20.3% | 16,820 | $1.0M |
| Parsons Capital Management Inc. | 0.05% | Add +49.0% | 16,686 | $1000K |
| Mittelman Wealth Management | 0.65% | Add +25.3% | 16,681 | $1000K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +13.5% | 16,469 | $987K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -0.0% | 16,157 | $968K |
| Hanover Advisors Inc. | 0.38% | Reduce -2.9% | 16,133 | $967K |
| Pioneer Wealth Management Group | 0.29% | Add +4.6% | 16,099 | $965K |
| Vertex Investment Solutions Co., Ltd. | 0.95% | — | 16,000 | $961K |
| Nixon Peabody Trust Co. | 0.07% | Reduce -28.4% | 16,015 | $960K |
| Signal Advisors Wealth, LLC | 0.08% | Add +5.3% | 15,999 | $959K |
| PFG Advisors | 0.05% | Add +40.5% | 15,972 | $957K |
| Rockwood Wealth Management, LLC | 0.07% | Add +50.6% | 15,968 | $957K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.4% | 15,898 | $953K |
| Waverly Advisors, LLC | 0.01% | Add +199.8% | 15,871 | $951K |
| Uptick Partners, LLC | 0.20% | Add +33.4% | 15,791 | $946K |
| Independent Financial Group, LLC | 0.02% | Add +141.7% | 15,524 | $930K |
| Powers Advisory Group, LLC | 0.35% | Add +13.2% | 15,474 | $927K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -26.0% | 15,469 | $927K |
| Parallel Advisors, LLC | 0.02% | Add +83.4% | 15,426 | $924K |
| TMB Capital Partners, LLC | 0.31% | — | 15,264 | $915K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | — | 15,139 | $907K |
| SouthState Bank Corp | 0.04% | Add +1.8% | 15,120 | $906K |
| Rehmann Capital Advisory Group | 0.05% | Add +308.1% | 15,098 | $905K |
| Patten Group, Inc. | 0.16% | Add +10.8% | 14,841 | $889K |
| SWS Partners | 0.21% | Add +0.4% | 14,840 | $889K |
| MMBG Investment Advisors Co. | 0.07% | No change | 14,793 | $887K |
| Artesa Financial Group, LLC | 0.89% | — | 14,365 | $861K |
| Argent Trust Co | 0.03% | Add +52.3% | 14,320 | $858K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | Reduce -14.9% | 14,306 | $857K |
| Rothschild Wealth LLC | 0.08% | Add +1.5% | 14,142 | $848K |
| Cresset Asset Management, LLC | 0.00% | Add +0.4% | 13,811 | $828K |
| REAP Financial Group, LLC | 0.17% | Reduce -2.9% | 13,788 | $826K |
| Patriot Investment Management Group, Inc. | 0.05% | New | 13,767 | $825K |
| Arkadios Wealth Advisors | 0.02% | Add +9.6% | 13,767 | $825K |
| McAdam, LLC | 0.04% | Add +26.3% | 13,410 | $804K |
| GTS Securities LLC | 0.03% | New | 13,321 | $798K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.1% | 13,241 | $794K |
| Wingate Wealth Advisors, Inc. | 0.44% | Add +10.8% | 13,218 | $792K |
| Midwest Trust Co | 0.01% | Add +14.6% | 13,121 | $786K |
| Zevin Asset Management LLC | 0.11% | New | 13,120 | $786K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +14.5% | 13,120 | $786K |
| OneAscent Family Office, LLC | 0.53% | Reduce -43.4% | 13,077 | $784K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.5% | 13,063 | $783K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.5% | 13,004 | $779K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +17.9% | 12,805 | $767K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.5% | 12,719 | $762K |
| Keybank National Association | 0.00% | Reduce -8.5% | 12,684 | $760K |
| First Manhattan Co. Llc. | 0.00% | Reduce -19.5% | 12,578 | $754K |
| Core Wealth Partners LLC | 0.33% | Reduce -12.3% | 12,284 | $736K |
| Hegarty Advisors, LLC | 0.64% | — | 12,274 | $736K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 12,237 | $732K |
| Alteri Wealth LLC | 0.24% | Add +1.9% | 12,146 | $728K |
| Topel & Distasi Wealth Management, LLC | 0.36% | Add +5.1% | 12,145 | $728K |
| Laraway Financial Advisors Inc | 0.47% | Reduce -4.3% | 12,093 | $725K |
| W.H. Cornerstone Investments Inc. | 0.44% | Add +1.2% | 12,049 | $722K |
| Leo Wealth, LLC | 0.05% | New | 11,780 | $706K |
| W1M Asset Management Ltd | 0.01% | New | 11,748 | $704K |
| Axis Wealth Partners, LLC | 0.38% | Add +1.2% | 11,545 | $692K |
| Crestwood Advisors Group, LLC | 0.01% | Add +9.8% | 11,431 | $685K |
| Carter Financial Group, INC. | 0.40% | Add +2.7% | 11,389 | $683K |
| Lanark Financial, Inc. | 0.05% | Add +79.3% | 11,230 | $673K |
| River Street Advisors LLC | 0.25% | Reduce -1.9% | 11,227 | $673K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | Add +199.2% | 11,228 | $673K |
| Aspiriant, LLC | 0.02% | Reduce -16.7% | 11,152 | $668K |
| Cynosure Group, LLC | 0.07% | No change | 11,152 | $668K |
| Titan Investment Management LLC | 0.61% | — | 11,128 | $667K |
| Icon Wealth Advisors, LLC | 0.04% | Add +3.7% | 11,086 | $664K |
| Sankala Group LLC | 0.53% | — | 10,891 | $661K |
| Davidson Capital Management Inc. | 0.14% | Add +12.4% | 10,697 | $641K |
| NerdWallet Wealth Partners, LLC | 0.28% | Reduce -3.0% | 10,585 | $634K |
| SBI Securities Co., Ltd. | 0.02% | Add +71.0% | 10,414 | $624K |
| Thomasville National Bank | 0.04% | No change | 10,358 | $621K |
| Pacific Capital Wealth Advisors, Inc. | 0.11% | Reduce -6.8% | 10,350 | $620K |
| Iams Wealth Management, LLC | 0.22% | Reduce -4.4% | 10,134 | $607K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,095 | $605K |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.0% | 10,047 | $602K |
| Flagstone Financial Management | 0.15% | No change | 10,029 | $601K |
| Vista Capital Partners, Inc. | 0.06% | Add +6.1% | 9,915 | $594K |
| Keel Point, LLC | 0.04% | Reduce -17.6% | 9,887 | $593K |
| US Bancorp \de | 0.00% | Reduce -19.8% | 9,882 | $592K |
| Columbia Advisory Partners LLC | 0.40% | Add +59.0% | 9,866 | $591K |
| DAVENPORT & Co LLC | 0.00% | Add +89.5% | 9,744 | $584K |
| Choreo, LLC | 0.01% | Add +1.0% | 9,715 | $583K |
| Voisard Asset Management Group, Inc. | 0.13% | Add +7.5% | 9,668 | $579K |
| Prevail Innovative Wealth Advisors, LLC | 0.10% | New | 9,646 | $578K |
| Savvy Advisors, Inc. | 0.02% | Reduce -47.3% | 9,535 | $571K |
| Madrid Wealth Management, LLC | 0.46% | — | 9,463 | $567K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 9,376 | $562K |
| Western Reserve Capital Management, LLC | 0.52% | — | 9,276 | $556K |
| Morton Capital Management LLC | 0.08% | No change | 9,207 | $552K |
| Trust Co | 0.05% | No change | 9,150 | $548K |
| Tudor Investment Corporation | 0.00% | New | 9,139 | $548K |
| Ameraudi Asset Management, Inc. | 0.30% | No change | 9,103 | $546K |
| Three Bearings Fiduciary Advisors, Inc. | 0.51% | — | 9,076 | $544K |
| Quantinno Capital Management LP | 0.00% | Add +9.6% | 8,978 | $538K |
| Clear Point Advisors Inc. | 0.41% | Add +11.1% | 8,886 | $533K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 8,830 | $529K |
| American Trust | 0.04% | Add +1.2% | 8,804 | $528K |
| FC Advisory LLC | 0.15% | Add +11.1% | 8,768 | $525K |
| Core Wealth Advisors, LLC | 0.41% | — | 8,730 | $523K |
| Austin Wealth Management, LLC | 0.08% | Add +23.4% | 8,623 | $517K |
| IVC Wealth Advisors LLC | 0.22% | Add +6.8% | 8,574 | $514K |
| Olde Wealth Management, LLC | 0.16% | No change | 8,542 | $511K |
| Concord Wealth Partners | 0.07% | Reduce -1.7% | 8,517 | $510K |
| Oak Grove Capital LLC | 0.10% | New | 8,500 | $509K |
| CoreCap Advisors, LLC | 0.02% | Reduce -23.1% | 8,480 | $508K |
| Everest Private Wealth | 0.28% | New | 8,392 | $503K |
| E-Wealth Partners, LLC | 0.42% | — | 8,262 | $495K |
| HSBC Holdings PLC | 0.00% | New | 8,250 | $494K |
| Crumly & Associates Inc. | 0.10% | Add +0.6% | 8,228 | $493K |
| Princeton Global Asset Management LLC | 0.08% | No change | 8,139 | $488K |
| Horizon Family Wealth, Inc. | 0.26% | New | 8,032 | $481K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 8,023 | $481K |
| Outlook Wealth Advisors, LLC | 0.11% | Add +65.7% | 7,981 | $478K |
| BAM Wealth Management, LLC | 0.34% | Reduce -1.7% | 7,946 | $476K |
| Stevens Capital Partners | 0.12% | Add +9.9% | 7,920 | $475K |
| Granite Islands Private Wealth, LLC | 0.44% | — | 7,896 | $473K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.6% | 7,712 | $462K |
| FSC Wealth Advisors, LLC | 0.75% | Reduce -84.0% | 7,687 | $461K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +53.4% | 7,595 | $455K |
| True North Advisors, LLC | 0.06% | New | 7,550 | $452K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 7,526 | $451K |
| Stonebridge Financial Planning Group, LLC | 0.16% | Reduce -2.5% | 7,476 | $448K |
| Winter & Associates, Inc. | 0.41% | — | 7,469 | $448K |
| Westfuller Advisors, LLC | 0.18% | Reduce -9.8% | 7,450 | $446K |
| Calamos Wealth Management LLC | 0.02% | No change | 7,376 | $442K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -25.4% | 7,321 | $439K |
| Centennial Advisors, LLC | 0.56% | — | 7,254 | $435K |
| Caitlin John, LLC | 0.28% | Add +4.6% | 7,243 | $434K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -0.5% | 7,177 | $430K |
| Atala Financial Inc | 0.27% | Add +2.1% | 7,148 | $428K |
| Allstreet Capital Advisors LLC | 0.31% | — | 7,144 | $428K |
| Midwest Financial Partners Investments, Inc. | 0.24% | — | 7,101 | $426K |
| Summit Global Investments | 0.03% | Add +0.0% | 7,096 | $425K |
| Joel Adams & Associates, Inc. | 0.32% | Add +2.8% | 6,994 | $419K |
| Aries Wealth Management | 0.09% | Reduce -2.1% | 6,956 | $417K |
| Summit Financial, LLC | 0.01% | Reduce -13.0% | 6,916 | $415K |
| Tennessee Valley Asset Management Partners | 0.05% | No change | 6,900 | $414K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -15.7% | 6,899 | $413K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +8.0% | 6,899 | $413K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | New | 6,885 | $413K |
| First Financial Bankshares Inc | 0.01% | New | 6,864 | $411K |
| Pictet North America Advisors SA | 0.04% | Add +43.6% | 6,850 | $411K |
| PFG Investments, LLC | 0.02% | Add +6.6% | 6,741 | $404K |
| IFG Advisory, LLC | 0.02% | Add +14.4% | 6,734 | $404K |
| Ballast Rock Private Wealth LLC | 0.25% | — | 6,697 | $401K |
| Pacific Wealth Management | 0.19% | Add +0.1% | 6,655 | $399K |
| Sovran Advisors, LLC | 0.03% | Reduce -0.5% | 6,608 | $396K |
| National Philanthropic Trust | 0.00% | Add +55.3% | 6,594 | $395K |
| Cedarwood Wealth LLC | 0.44% | — | 6,540 | $391K |
| FSM Wealth Advisors, LLC | 0.05% | Add +6.9% | 6,494 | $389K |
| Natural Investments, LLC | 0.10% | New | 6,492 | $389K |
| Caldwell Trust Co | 0.03% | No change | 6,410 | $384K |
| InTrack Investment Management Inc | 0.21% | Add +18.6% | 6,407 | $384K |
| Focus Financial Network, Inc. | 0.01% | Add +1.2% | 6,310 | $378K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.2% | 6,304 | $378K |
| Private Trust Co. NA | 0.03% | No change | 6,254 | $375K |
| Peak Retirement Planning, Inc. | 0.09% | Add +83.8% | 6,252 | $375K |
| XY Planning Network, Inc. | 0.06% | New | 6,193 | $371K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 6,196 | $371K |
| Evermay Wealth Management LLC | 0.04% | Add +6027.7% | 6,189 | $371K |
| Fortress Financial Solutions, LLC | 0.38% | Reduce -2.9% | 6,177 | $370K |
| Eastern Bank | 0.01% | Add +219.5% | 6,166 | $370K |
| Portside Wealth Group, LLC | 0.05% | Add +22.6% | 6,149 | $369K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +66.7% | 6,071 | $364K |
| Zhang Financial LLC | 0.01% | Add +59.2% | 5,961 | $357K |
| Warner Financial, Inc. | 0.12% | No change | 5,859 | $351K |
| Modera Wealth Management, LLC | 0.00% | Add +5.6% | 5,821 | $349K |
| Certified Advisory Corp | 0.03% | Add +1.3% | 5,794 | $347K |
| Titleist Asset Management, LLC | 0.03% | Add +1.3% | 5,776 | $346K |
| WFA of San Diego, LLC | 0.25% | No change | 5,734 | $344K |
| Boston Family Office LLC | 0.02% | Reduce -0.3% | 5,723 | $343K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +3.3% | 5,720 | $343K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,698 | $341K |
| Sigma Planning Corp | 0.01% | Add +2.3% | 5,658 | $339K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 5,633 | $338K |
| Sachem Hill LLC | 0.06% | Add +3.7% | 5,573 | $334K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -7.5% | 5,458 | $327K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 5,454 | $327K |
| Thompson David Blair | 0.19% | — | 5,449 | $327K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +8.2% | 5,441 | $326K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -0.2% | 5,411 | $324K |
| Prairieview Wealth Partners, LLC | 0.29% | No change | 5,367 | $322K |
| Integrity Investment Advisors, LLC | 0.17% | New | 5,290 | $317K |
| Global Assets Advisory, LLC | 0.09% | No change | 5,290 | $317K |
| Arkansas Financial Group, Inc. | 0.05% | No change | 5,278 | $316K |
| Iowa State Bank | 0.06% | No change | 5,271 | $316K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,268 | $316K |
| Inlight Wealth Management, LLC | 0.12% | Add +44.7% | 5,254 | $315K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -47.0% | 5,230 | $313K |
| Regal Investment Advisors LLC | 0.02% | Reduce -3.4% | 5,219 | $313K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,148 | $309K |
| Cadence Bank | 0.02% | Reduce -3.5% | 5,108 | $306K |
| Successful Portfolios LLC | 0.15% | Add +4.5% | 5,040 | $302K |
| Flow Traders U.S. LLC | 0.01% | New | 4,998 | $300K |
| Visionary Wealth Advisors | 0.01% | No change | 4,985 | $299K |
| United Asset Strategies, Inc. | 0.02% | New | 4,919 | $295K |
| Washington Trust Bank | 0.02% | New | 4,885 | $293K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | — | 4,881 | $293K |
| Waller Financial Planning Group, Inc. | 0.06% | Add +3.3% | 4,873 | $292K |
| ETF Store, Inc. | 0.29% | Reduce -6.9% | 4,808 | $288K |
| Sunflower Bank, N.A. | 0.07% | Add +4.4% | 4,806 | $288K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +7.4% | 4,792 | $287K |
| Ketron Financial | 0.10% | — | 4,779 | $286K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $282K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 4,700 | $282K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 4,690 | $281K |
| Ballentine Partners, LLC | 0.00% | New | 4,604 | $276K |
| CX Institutional | 0.01% | Add +3.5% | 4,550 | $273K |
| Financial Council, LLC | 0.11% | Reduce -1.2% | 4,501 | $270K |
| Frontier Asset Management, LLC | 0.06% | Reduce -3.7% | 4,467 | $268K |
| Brookwood Investment Group LLC | 0.03% | New | 4,445 | $266K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +8.5% | 4,453 | $266K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | New | 4,390 | $263K |
| Howard Wealth Management, LLC | 0.11% | Add +7.6% | 4,385 | $263K |
| Meyer Handelman Co. | 0.01% | Add +1.6% | 4,364 | $262K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 4,310 | $258K |
| Fairscale Capital, LLC | 0.17% | No change | 4,310 | $258K |
| SwitchPoint Financial Planning, LLC | 0.18% | Add +1.1% | 4,294 | $257K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.3% | 4,267 | $256K |
| Texas Bank & Trust Co | 0.09% | No change | 4,258 | $255K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +2.0% | 4,232 | $254K |
| BLB&B Advisors, LLC | 0.01% | Reduce -0.0% | 4,211 | $252K |
| Hill Investment Group Partners, LLC | 0.03% | New | 4,152 | $249K |
| Lincoln Capital Corp. | 0.09% | Add +15.1% | 4,114 | $247K |
| Canandaigua National Trust Co of Florida | 0.15% | New | 4,070 | $244K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -8.6% | 4,051 | $243K |
| Traub Capital Management LLC | 0.23% | No change | 4,050 | $243K |
| Portland Financial Advisors Inc | 0.51% | No change | 4,010 | $240K |
| Klaas Financial Asset Advisors, LLC | 0.03% | New | 3,990 | $239K |
| GeoWealth Management, LLC | 0.01% | Reduce -8.2% | 3,970 | $238K |
| Crews Bank & Trust | 0.03% | Reduce -4.8% | 3,968 | $238K |
| Berger Financial Group, Inc | 0.01% | New | 3,827 | $229K |
| Composition Wealth, LLC | 0.00% | Add +2.9% | 3,822 | $229K |
| CIBC Private Wealth Group LLC | 0.00% | Add +54.7% | 3,815 | $229K |
| Diversified Trust Co. | 0.00% | New | 3,780 | $227K |
| Chapman Financial Group, LLC | 0.15% | No change | 3,771 | $226K |
| Facet Wealth, Inc. | 0.00% | New | 3,766 | $225K |
| Carl P. Sherr & Co., LLC | 0.10% | New | 3,759 | $225K |
| North Dallas Bank & Trust Co. | 0.15% | — | 3,749 | $225K |
| Pure Portfolios Holdings LLC | 0.07% | Add +0.9% | 3,698 | $222K |
| Victrix Investment Advisors | 0.09% | New | 3,687 | $221K |
| Global Retirement Partners, LLC | 0.00% | Add +23.3% | 3,661 | $219K |
| IFG Advisors, LLC | 0.04% | Reduce -3.0% | 3,645 | $218K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | New | 3,637 | $218K |
| Simmons Bank | 0.01% | New | 3,635 | $218K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -27.4% | 3,624 | $217K |
| Professional Financial Advisors, LLC | 0.04% | New | 3,575 | $214K |
| National Bank of Canada | 0.00% | Reduce -96.9% | 3,563 | $213K |
| GenWealth Group, Inc. | 0.04% | No change | 3,530 | $212K |
| Financial Management Network Inc. | 0.03% | No change | 3,535 | $212K |
| Partners in Financial Planning | 0.04% | New | 3,525 | $211K |
| Lido Advisors, LLC | 0.00% | New | 3,512 | $211K |
| Semitam Bonam LLC | 0.18% | Reduce -0.1% | 3,515 | $211K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.1% | 3,506 | $210K |
| Valley Forge Investment Consultants Inc. Adv | 0.06% | Add +1.3% | 3,484 | $209K |
| Gateway Wealth Partners, LLC | 0.02% | New | 3,454 | $207K |
| WealthCare Investment Partners, LLC | 0.06% | New | 3,453 | $207K |
| Stansberry Asset Management, LLC | 0.02% | Reduce -40.5% | 3,401 | $204K |
| ProCore Advisors, LLC | 0.21% | — | 3,382 | $203K |
| SageView Advisory Group, LLC | 0.01% | New | 3,361 | $201K |
| Grove Bank & Trust | 0.02% | No change | 3,288 | $197K |
| Bridge Generations Wealth Management LLC | 0.12% | No change | 3,144 | $188K |
| Coston, McIsaac & Partners | 0.04% | Add +0.2% | 3,093 | $185K |
| Frankly Finances, LLC | 0.16% | — | 2,810 | $168K |
| Private Wealth Asset Management, LLC | 0.02% | Add +278.3% | 2,765 | $166K |
| Cape Investment Advisory, Inc. | 0.05% | Add +100.4% | 2,673 | $160K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $160K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,565 | $154K |
| Bogart Wealth, LLC | 0.01% | Add +9.7% | 2,433 | $146K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,379 | $143K |
| Greenline Wealth Management LLC | 0.14% | — | 2,280 | $137K |
| Bfsg, LLC | 0.01% | New | 2,260 | $135K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +79.1% | 2,240 | $134K |
| Ransom Advisory, Ltd | 0.05% | New | 2,120 | $127K |
| Avion Wealth | 0.03% | Add +10.6% | 2,122 | $127K |
| Trust Co. of Vermont | 0.01% | Add +13.0% | 2,085 | $125K |
| Signaturefd, LLC | 0.00% | Reduce -4.8% | 2,073 | $124K |
| Kingdom Financial Group LLC. | 0.04% | New | 2,066 | $124K |
| Geneos Wealth Management Inc. | 0.00% | Add +75.5% | 2,004 | $120K |
| Reicon Wealth Advisors, LLC | 0.09% | — | 2,000 | $120K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,984 | $119K |
| TCTC Holdings, LLC | 0.00% | No change | 1,955 | $117K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 1,870 | $112K |
| FSA Advisors, Inc. | 0.08% | New | 105,030 | $112K |
| Raelipskie Partnership | 0.05% | No change | 1,850 | $111K |
| Sound Income Strategies, LLC | 0.01% | Add +3.4% | 1,852 | $111K |
| Root Financial Partners, LLC | 0.01% | Reduce -16.7% | 1,752 | $105K |
| Atomic Invest LLC | 0.06% | — | 1,739 | $104K |
| Woodside Wealth Management LLC | 0.07% | No change | 1,663 | $100K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 1,600 | $96K |
| Register Financial Advisors LLC | 0.04% | No change | 1,500 | $90K |
| Lloyd Advisory Services, LLC. | 0.03% | New | 1,471 | $88K |
| Paladin Partners, LLC | 0.07% | — | 1,470 | $88K |
| Ancora Advisors LLC | 0.00% | Add +266.6% | 1,459 | $87K |
| Capital Analysts, LLC | 0.00% | Reduce -11.9% | 1,420 | $85K |
| Nemes Rush Group LLC | 0.01% | Add +184.2% | 1,407 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $84K |
| 2UniFi Bank | 0.04% | Reduce -10.7% | 1,396 | $84K |
| Essential Partners LLC | 0.03% | Add +0.9% | 1,396 | $84K |
| Webster Bank, N. A. | 0.01% | Add +12.9% | 1,371 | $82K |
| 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 |
| Pacifica Partners Inc. | 0.03% | Reduce -6.5% | 1,243 | $74K |
| Independence Bank of Kentucky | 0.01% | New | 1,129 | $68K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 1,077 | $65K |
| First Pacific Financial | 0.01% | Add +1.2% | 1,075 | $64K |
| Federated Hermes, Inc. | 0.00% | New | 1,057 | $63K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 1,015 | $61K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -17.1% | 1,015 | $61K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 1,004 | $60K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 996 | $60K |
| UMB Bank, n.a. | 0.00% | New | 974 | $58K |
| CENTRAL TRUST Co | 0.00% | Reduce -35.5% | 952 | $57K |
| GAMMA Investing LLC | 0.00% | Add +12.7% | 929 | $56K |
| Colonial Trust Co / SC | 0.01% | No change | 857 | $51K |
| Thompson Investment Management, Inc. | 0.01% | No change | 844 | $51K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -18.2% | 841 | $50K |
| International Assets Investment Management, LLC | 0.00% | New | 827 | $50K |
| Integrity Financial Corp | 0.02% | No change | 820 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 813 | $49K |
| Harbor Asset Planning, Inc. | 0.04% | New | 800 | $48K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 795 | $48K |
| Winthrop Capital Management, LLC | 0.01% | No change | 767 | $46K |
| YANKCOM Partnership | 0.02% | Add +48.0% | 758 | $45K |
| Wellington-Altus USA Inc. | 0.03% | — | 727 | $44K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +128.2% | 712 | $43K |
| Bessemer Group Inc. | 0.00% | No change | 678 | $41K |
| Kilter Group LLC | 0.02% | Add +35.4% | 585 | $35K |
| True Wealth Design, LLC | 0.01% | No change | 585 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Add +20.6% | 557 | $33K |
| HighMark Wealth Management LLC | 0.01% | New | 550 | $33K |
| DT Investment Partners, LLC | 0.00% | New | 542 | $32K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $32K |
| Crewe Advisors LLC | 0.00% | New | 529 | $32K |
| Gilpin Wealth Management, LLC | 0.02% | — | 500 | $30K |
| Spire Wealth Management | 0.00% | Add +796.0% | 448 | $27K |
| Trust Co. of Toledo NA | 0.00% | No change | 422 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 419 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +1.0% | 406 | $24K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.8% | 404 | $24K |
| Wellington Grp LLC | 0.01% | — | 370 | $22K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 352 | $21K |
| Avalon Trust Co | 0.00% | No change | 352 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +666.7% | 345 | $21K |
| Anchor Investment Management, LLC | 0.00% | Add +1.2% | 339 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 332 | $20K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 330 | $20K |
| Bayban | 0.02% | — | 315 | $19K |
| MRP Capital Investments, LLC | 0.02% | No change | 311 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 296 | $18K |
| Rossby Financial, LCC | 0.01% | Reduce -61.8% | 287 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 282 | $17K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -31.4% | 275 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 260 | $16K |
| Manchester Capital Management LLC | 0.00% | New | 253 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 245 | $15K |
| Ankerstar Wealth, LLC | 0.01% | — | 241 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 238 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.3% | 229 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | Add +112.2% | 227 | $14K |
| Abound Wealth Management | 0.00% | Add +7.6% | 226 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 223 | $13K |
| Fiduciary Advisors, Inc. | 0.01% | New | 209 | $13K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| Transce3nd, LLC | 0.10% | Reduce -55.4% | 201 | $12K |
| Costello Asset Management, INC | 0.00% | New | 200 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | New | 200 | $12K |
| Cresta Advisors, Ltd. | 0.00% | New | 196 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | New | 191 | $11K |
| BankPlus Trust Department | 0.00% | No change | 180 | $11K |
| Olistico Wealth, LLC | 0.00% | New | 163 | $10K |
| Kozak & Associates, Inc. | 0.00% | New | 153 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 147 | $9K |
| Sachetta, LLC | 0.00% | No change | 144 | $9K |
| Fairman Group, LLC | 0.01% | Reduce -67.7% | 139 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.5% | 137 | $8K |
| DecisionPoint Financial, LLC | 0.00% | New | 120 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -5.0% | 114 | $7K |
| WealthShield Partners, LLC | 0.00% | No change | 107 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 100 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Seneschal Advisors, LLC | 0.00% | No change | 86 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 86 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 84 | $5K |
| Copia Wealth Management | 0.00% | New | 82 | $5K |
| Wilkerson Advisory Group LLC | 0.00% | — | 79 | $5K |
| Lodestone Wealth Management LLC | 0.00% | New | 77 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 72 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.4% | 64 | $4K |
| Triumph Capital Management | 0.00% | New | 62 | $4K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 54 | $3K |
| Choate Investment Advisors | 0.00% | New | 52 | $3K |
| Curio Wealth, LLC | 0.00% | New | 50 | $3K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -31.9% | 49 | $3K |
| SHP Wealth Management | 0.00% | — | 48 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 44 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 39 | $2K |
| Key Financial Inc | 0.00% | No change | 39 | $2K |
| Networth Advisors, LLC | 0.00% | — | 37 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Activest Wealth Management | 0.00% | Reduce -95.3% | 37 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 33 | $2K |
| United Financial Planning Group LLC | 0.00% | New | 33 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 31 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 30 | $2K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 26 | $2K |
| Affinity Wealth LLC | 0.00% | New | 25 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 22 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $839 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $720 |
| Wealth Watch Advisors, INC | 0.00% | New | 12 | $719 |
| Garner Asset Management Corp | 0.00% | New | 9 | $539 |
| New Millennium Group LLC | 0.00% | Reduce -11.1% | 8 | $479 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $339 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $120 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $60 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -98.6% | 1 | $35 |
| Motiv8 Investments LLC | 0.00% | New | 6 | $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.