Vanguard Intermediate-Term TVGITETF
13F holders, Q1 2026 (March 31)962holders +35
113new positions
71sold out
7famous investors
$58.68avg. 13F price*
At the end of Q1 2026, 962 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 35 from Q4 2025. 113 opened new positions and 71 sold out. The largest holders were JPMorgan Chase & Co. ($5.1B), Bank of America Corp. ($4.9B) and Empower Advisory Group, LLC ($1.4B). 7 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Intermediate-Term T
- CUSIP
- 92206C706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $362.5M |
| Exits | 71 | $95.1M |
All 13F filers, Q4 2025 → Q1 2026: 105,443,401 shares bought and 9,840,738 shares sold, net +95,602,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 962 holders
| JPMorgan Chase & Co. | 0.35% | Add +11.0% | 85,775,873 | $5.1B |
| Bank of America Corp. | 0.36% | Add +61.5% | 83,053,264 | $4.9B |
| Empower Advisory Group, LLC | 3.65% | Add +7.8% | 23,598,179 | $1.4B |
| Morgan Stanley | 0.08% | Add +2.5% | 23,173,187 | $1.4B |
| SCS Capital Management LLC | 12.14% | Add +15.1% | 19,248,384 | $1.1B |
| Creative Planning | 0.78% | Add +7.5% | 19,200,025 | $1.1B |
| Focus Partners Wealth | 0.92% | Add +10.1% | 13,838,011 | $824.1M |
| UBS Group AG | 0.11% | Add +214.1% | 10,185,848 | $606.6M |
| Nepc LLC | 9.65% | No change | 8,137,837 | $484.6M |
| Focus Partners Advisor Solutions, LLC | 4.76% | Add +335.3% | 7,933,002 | $472.4M |
| Blue Trust, Inc. | 4.93% | Add +15.4% | 7,236,263 | $430.9M |
| Maseco LLP | 12.12% | Add +5.8% | 6,491,988 | $386.5M |
| Cambridge Associates LLC /Ma/ | 5.82% | Add +9.8% | 6,123,657 | $364.7M |
| Savant Capital, LLC | 1.71% | Add +819.6% | 5,941,533 | $353.8M |
| Envestnet Asset Management Inc. | 0.09% | Add +33.1% | 5,814,584 | $346.3M |
| Ameriprise Financial Inc. | 0.08% | Reduce -29.9% | 5,541,206 | $328.4M |
| State Street Corp. | 0.01% | No change | 4,950,000 | $294.8M |
| Cerity Partners LLC | 0.40% | Add +13.3% | 4,783,237 | $284.8M |
| Wells Fargo & Company | 0.05% | Add +30.9% | 4,560,317 | $271.6M |
| Corient Private Wealth LP | 0.36% | Add +18.7% | 4,203,414 | $248.4M |
| FMR LLC | 0.01% | Reduce -15.7% | 4,105,695 | $244.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.43% | Add +54.8% | 3,935,163 | $234.3M |
| Fisher Asset Management | 0.07% | Reduce -3.8% | 3,367,747 | $200.5M |
| HighTower Advisors, LLC | 0.21% | Add +5.1% | 3,348,987 | $199.4M |
| Raymond James Financial Inc. | 0.06% | Add +6.5% | 3,246,484 | $193.3M |
| Valmark Advisers, Inc. | 2.22% | Add +1.0% | 3,138,310 | $186.9M |
| Kestra Investment Management, LLC | 3.08% | Add +380.4% | 2,996,562 | $178.4M |
| LPL Financial LLC | 0.04% | Add +10.1% | 2,726,479 | $162.4M |
| Strategic Financial Services, Inc. | 7.67% | Add +1.9% | 2,703,579 | $161.0M |
| Foster Group, Inc. | 4.71% | Add +7.5% | 2,655,598 | $158.1M |
| Acropolis Investment Management, LLC | 5.69% | Add +43.4% | 2,161,827 | $128.7M |
| Bangor Savings Bank | 10.12% | Add +3.6% | 2,125,722 | $126.6M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +855.5% | 1,912,898 | $113.6M |
| Royal Bank of Canada | 0.02% | Add +14.5% | 1,844,031 | $109.8M |
| Valeo Financial Advisors, LLC | 2.62% | Add +6.7% | 1,989,734 | $109.3M |
| First Interstate Bank | 6.02% | Add +4.0% | 1,799,821 | $107.2M |
| Cetera Investment Advisers | 0.11% | Add +8.1% | 1,694,297 | $100.9M |
| Perigon Wealth Management, LLC | 1.78% | Add +11.4% | 1,645,471 | $98.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.2% | 1,576,606 | $93.9M |
| Citigroup Inc. | 0.06% | Add +15.6% | 1,511,763 | $90.0M |
| Atria Investments, Inc | 1.00% | Add +432.4% | 1,495,302 | $89.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +43.3% | 1,489,109 | $88.7M |
| Badgley Phelps Wealth Managers, LLC | 1.74% | Add +0.4% | 1,463,406 | $87.1M |
| Coldstream Capital Management Inc. | 1.06% | Add +0.6% | 1,431,361 | $85.2M |
| Burney Co./ | 2.56% | Add +4.1% | 1,372,426 | $81.7M |
| Miller Investment Management, LP | 7.84% | Add +11.3% | 1,326,156 | $79.0M |
| Tanglewood Wealth Management, Inc. | 6.32% | Reduce -8.8% | 1,280,740 | $76.3M |
| Retirement Systems of Alabama | 0.25% | Add +0.5% | 1,275,570 | $76.0M |
| Sand Hill Global Advisors, LLC | 2.55% | Add +5.4% | 1,271,182 | $75.7M |
| Hanson & Doremus Investment Management | 8.11% | Add +5.9% | 1,183,781 | $70.5M |
| Cardinal Point Capital Management ULC | 4.16% | Add +4.8% | 1,140,442 | $67.9M |
| Libra Wealth LLC | 18.23% | Add +3.0% | 1,086,123 | $64.7M |
| RiverFront Investment Group, LLC | 0.98% | Add +1.5% | 1,060,677 | $63.2M |
| Northwest Wealth Management, LLC | 9.30% | Add +11.2% | 1,039,280 | $61.9M |
| Penserra Capital Management LLC | 0.66% | New | 944,843 | $56.3M |
| Truist Financial Corp. | 0.08% | Reduce -12.9% | 944,051 | $56.2M |
| Apollon Wealth Management, LLC | 0.89% | Add +469.9% | 917,728 | $54.7M |
| Brandywine Oak Private Wealth LLC | 4.55% | Add +0.2% | 909,656 | $54.2M |
| Klaas Financial Asset Advisors, LLC | 7.09% | Add +21525.4% | 862,854 | $51.4M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +20.0% | 858,113 | $51.1M |
| Opus Capital Group, LLC | 5.42% | Add +5.0% | 846,952 | $50.4M |
| Vanguard Advisers Inc. | 0.19% | — | 807,593 | $48.1M |
| Summit Trail Advisors, LLC | 0.69% | Reduce -4.7% | 804,441 | $47.9M |
| Oakworth Capital, Inc. | 2.52% | Add +8.0% | 800,067 | $47.6M |
| BlueSky Wealth Advisors, LLC | 5.99% | New | 781,385 | $46.5M |
| Cliffwater LLC | 12.18% | No change | 772,030 | $46.0M |
| Captrust Financial Advisors | 0.08% | Add +6.7% | 763,045 | $45.4M |
| Kestra Advisory Services, LLC | 0.17% | Add +6.2% | 761,864 | $45.4M |
| Vident Advisory, LLC | 0.38% | Add +25.8% | 751,966 | $44.8M |
| Jordan Park Group LLC | 2.34% | Reduce -8.2% | 738,660 | $44.0M |
| Johnson Investment Counsel Inc. | 0.35% | New | 726,752 | $43.3M |
| Kathmere Capital Management, LLC | 2.65% | Add +10.6% | 716,698 | $42.7M |
| Sage Mountain Advisors LLC | 2.98% | Add +11.6% | 713,836 | $42.5M |
| Lazard Asset Management LLC | 0.07% | Add +24.4% | 712,921 | $42.5M |
| Creative Financial Designs Inc. | 2.58% | Add +5.7% | 711,404 | $42.4M |
| Private Advisor Group, LLC | 0.20% | Add +9.5% | 701,059 | $41.7M |
| Manning & Napier Advisors LLC | 0.58% | Add +82.9% | 692,666 | $41.2M |
| Assetmark, Inc. | 0.08% | Add +2.8% | 687,280 | $40.9M |
| Nova R Wealth, Inc. | 12.86% | Add +10.7% | 676,743 | $40.3M |
| Jackson Thornton Wealth Management, LLC | 3.62% | Add +6.2% | 676,751 | $40.2M |
| Portland Global Advisors LLC | 4.24% | Add +1.7% | 667,704 | $39.8M |
| Thrivent Financial for Lutherans | 0.08% | Add +16.9% | 666,838 | $39.7M |
| Partners Capital Investment Group, LLP | 1.46% | Add +19.3% | 652,463 | $38.9M |
| Osaic Holdings, Inc. | 0.06% | Add +10.1% | 652,289 | $38.8M |
| Albion Financial Group | 2.44% | Add +3.6% | 636,036 | $37.9M |
| MilWealth Group LLC | 9.01% | Add +3.1% | 635,361 | $37.8M |
| Secure Asset Management, LLC | 5.86% | Add +11.8% | 621,539 | $37.0M |
| Master's Wealth Management Inc. | 12.40% | Add +5.3% | 614,592 | $36.6M |
| Cypress Financial Planning LLC | 10.15% | Add +5.8% | 611,605 | $36.4M |
| Alaethes Wealth, LLC | 10.34% | Add +1.9% | 601,887 | $35.8M |
| Towneley Capital Management, Inc / DE | 7.45% | Add +4.1% | 598,185 | $35.6M |
| Permanent Capital Management, LP | 5.49% | Add +0.9% | 595,838 | $35.3M |
| Emprise Bank | 14.07% | Add +6.0% | 588,454 | $35.0M |
| Birchbrook, Inc. | 17.13% | Reduce -2.5% | 586,492 | $34.9M |
| Evergreen Advisors, LLC | 8.12% | Add +3.8% | 580,530 | $34.6M |
| BlackRock, Inc. | 0.00% | Add +13.1% | 572,769 | $34.1M |
| GLOBALT Investments LLC / GA | 1.21% | Add +6.3% | 568,683 | $33.9M |
| Jones Financial Companies LLLP | 0.02% | Add +31.6% | 566,414 | $33.5M |
| BSW Wealth Partners | 4.04% | Reduce -1.4% | 555,884 | $33.1M |
| Pathway Financial Advisors LLC | 4.02% | Add +7.3% | 546,446 | $32.5M |
| AE Wealth Management LLC | 0.18% | Add +213.3% | 544,892 | $32.4M |
| Montag A & Associates Inc. | 1.51% | Add +17.3% | 544,581 | $32.4M |
| Flputnam Investment Management Co. | 0.48% | Reduce -26.4% | 544,060 | $32.4M |
| Mather Group, Llc. | 0.31% | Add +6.9% | 520,446 | $31.0M |
| 3EDGE Asset Management, LP | 1.46% | Reduce -30.6% | 508,854 | $30.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +38.0% | 505,729 | $30.1M |
| Dakota Wealth Management | 0.65% | Add +15.7% | 504,812 | $30.1M |
| Roundview Capital LLC | 1.86% | Add +1.8% | 500,610 | $29.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +12.8% | 498,164 | $29.7M |
| Hilton Capital Management, LLC | 2.20% | New | 489,665 | $29.2M |
| Smartleaf Asset Management LLC | 1.04% | Add +20.9% | 486,707 | $28.9M |
| Vise Technologies, Inc. | 0.56% | No change | 475,159 | $28.5M |
| Mariner, LLC | 0.03% | Add +4.1% | 475,469 | $28.3M |
| Kondo Wealth Advisors, Inc. | 10.43% | Add +6.3% | 465,404 | $27.7M |
| Rwa Wealth Partners, LLC | 0.30% | Reduce -7.3% | 464,120 | $27.6M |
| Earned Wealth Advisors, LLC | 1.85% | Add +16.7% | 463,972 | $27.6M |
| RKL Wealth Management LLC | 2.47% | Reduce -3.8% | 461,865 | $27.5M |
| Foundations Investment Advisors, LLC | 0.33% | Add +21.0% | 448,021 | $26.7M |
| Arista Wealth Management, LLC | 3.24% | Add +2.6% | 447,454 | $26.6M |
| Procyon Advisors, LLC | 1.28% | Add +17.7% | 438,827 | $26.1M |
| Ami Investment Management Inc. | 5.82% | Add +5.1% | 434,706 | $25.9M |
| Traphagen Investment Advisors LLC | 2.09% | Reduce -2.1% | 433,826 | $25.8M |
| Beacon Bank & Trust | 5.30% | Add +20.8% | 433,764 | $25.8M |
| 25 LLC | 7.89% | Add +12.7% | 429,850 | $25.6M |
| Proffitt & Goodson Inc. | 3.95% | Reduce -60.6% | 429,184 | $25.6M |
| Old National Bancorp | 0.42% | Reduce -72.0% | 416,247 | $24.8M |
| Diversify Wealth Management, LLC | 0.44% | Add +1245.5% | 414,916 | $24.6M |
| Gleason Group, Inc. | 2.43% | Add +0.6% | 412,183 | $24.5M |
| OneAscent Financial Services LLC | 1.33% | Add +23.7% | 411,482 | $24.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -21.3% | 406,450 | $24.1M |
| Private Wealth Management Group, LLC | 6.25% | Add +5.0% | 399,966 | $23.8M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +7.0% | 393,686 | $23.4M |
| Fifth Third Bancorp | 0.04% | Add +20827.5% | 391,345 | $23.3M |
| New York Life Investment Management LLC | 0.20% | Add +27.9% | 389,278 | $23.2M |
| 1834 Investment Advisors Co. | 2.85% | Add +9.4% | 382,976 | $22.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +0.0% | 382,830 | $22.8M |
| WBH Advisory Inc. | 1.67% | Add +6.6% | 376,638 | $22.3M |
| Modern Wealth Management, LLC | 0.38% | Add +16.1% | 372,918 | $22.1M |
| DORVAL Corp | 6.82% | Add +22.1% | 369,137 | $22.0M |
| United Wealth Management, LLC | 5.41% | Add +0.5% | 365,624 | $21.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.0% | 361,975 | $21.6M |
| Mascoma Wealth Management LLC | 4.45% | New | 361,188 | $21.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -11.4% | 356,975 | $21.3M |
| Whelan Financial | 6.58% | New | 356,093 | $21.2M |
| Empowered Funds, LLC | 0.13% | Add +13.9% | 352,227 | $20.9M |
| Midland Wealth Advisors, LLC | 1.07% | Add +1.7% | 347,290 | $20.7M |
| Addison Advisors LLC | 4.47% | Add +5.5% | 339,430 | $20.2M |
| Mayport, LLC | 3.68% | Add +14.3% | 332,302 | $19.8M |
| Brady Martz Wealth Solutions, LLC | 3.36% | Add +6.3% | 331,516 | $19.7M |
| Rialto Wealth Management, LLC | 4.40% | Add +9.9% | 329,140 | $19.6M |
| Farther Finance Advisors, LLC | 0.18% | Add +33.4% | 328,613 | $19.5M |
| Cwm, LLC | 0.05% | Add +6.3% | 325,412 | $19.4M |
| Roble, Belko & Company, Inc | 2.44% | Add +0.9% | 322,385 | $19.2M |
| Morling Financial Advisors, LLC | 5.76% | New | 313,631 | $18.7M |
| Family Wealth Partners, LLC | 6.33% | Add +14.7% | 311,135 | $18.5M |
| Arbor Wealth Management LLC\AZ | 18.11% | Add +4.7% | 308,638 | $18.4M |
| Hassell Wealth Management, LLC | 6.11% | Add +4.3% | 305,900 | $18.2M |
| Lowe Brockenbrough & Co. Inc. | 0.90% | Add +5.9% | 301,532 | $18.0M |
| MAI Capital Management | 0.10% | Add +18.4% | 296,179 | $17.6M |
| Capital Investment Services of America, Inc. | 1.84% | Add +2.7% | 295,718 | $17.6M |
| R. W. Roge & Company, Inc. | 8.12% | Add +88.0% | 285,766 | $17.0M |
| Tortoise Investment Management, LLC | 1.39% | Add +3849.7% | 283,471 | $16.9M |
| Roth Financial Partners LLC | 5.76% | Reduce -2.6% | 283,183 | $16.9M |
| Bank of Montreal | 0.01% | Add +2.3% | 281,668 | $16.8M |
| Aurdan Capital Management, LLC | 5.01% | Add +7.1% | 280,457 | $16.7M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -0.3% | 280,416 | $16.7M |
| Longview Financial Advisors LLC | 8.91% | Add +3.8% | 275,490 | $16.4M |
| Enclave Advisors LLC | 2.33% | Add +778.9% | 274,511 | $16.3M |
| Kensington Asset Management, LLC | 0.88% | New | 270,146 | $16.1M |
| OneAscent Investment Solutions LLC | 15.99% | Add +0.4% | 268,378 | $16.0M |
| Peirce Capital Management, LLC | 6.20% | Add +5.0% | 266,200 | $15.9M |
| EverSource Wealth Advisors, LLC | 0.48% | Add +16.6% | 265,925 | $15.8M |
| Salomon & Ludwin, LLC | 1.39% | Add +11.1% | 260,470 | $15.6M |
| AQR Capital Management | 0.01% | Add +49.3% | 261,055 | $15.5M |
| Evoke Wealth, LLC | 0.28% | Add +1.3% | 258,106 | $15.4M |
| Net Worth Advisory Group | 3.16% | Add +2.5% | 256,358 | $15.3M |
| Aerodigm Wealth, LLC | 5.74% | Add +10.8% | 256,069 | $15.2M |
| Baldwin Wealth Partners LLC | 1.09% | Add +1.4% | 252,676 | $15.0M |
| North Ridge Wealth Advisors, Inc. | 8.26% | Add +3.1% | 246,642 | $14.7M |
| Brown Advisory Inc. | 0.02% | Reduce -2.6% | 241,315 | $14.4M |
| MainStreet Investment Advisors LLC | 2.15% | Add +1.2% | 240,037 | $14.3M |
| Squire Investment Management Company, LLC | 3.97% | Add +14.6% | 239,804 | $14.3M |
| Wealth Analytics Partners, LLC | 5.80% | Add +4.0% | 239,426 | $14.3M |
| MassMutual Private Wealth & Trust, FSB | 0.39% | Add +1.3% | 238,271 | $14.2M |
| Staley Capital Advisers Inc. | 0.58% | Add +3.5% | 231,881 | $13.8M |
| Vernal Point Advisors, LLC | 5.59% | Add +14.1% | 230,881 | $13.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +10.3% | 230,537 | $13.7M |
| Kings Path Partners LLC | 4.72% | Add +0.5% | 230,513 | $13.7M |
| Howe & Rusling Inc. | 0.89% | Add +13.6% | 229,650 | $13.7M |
| Croban | 6.39% | Add +85.1% | 228,227 | $13.6M |
| Financial Advisory Partners, LLC | 3.81% | Add +1.3% | 226,539 | $13.5M |
| Friday Financial | 4.60% | Add +1.1% | 224,003 | $13.3M |
| Park Avenue Securities LLC | 0.10% | Reduce -36.2% | 221,793 | $13.2M |
| Seaside Wealth Management, Inc. | 3.64% | Add +2.1% | 217,601 | $13.0M |
| Newport Capital Group, LLC | 7.88% | Add +5.5% | 217,216 | $12.9M |
| Sanctuary Advisors, LLC | 0.07% | Add +16.1% | 214,864 | $12.8M |
| Sharp Wealth Advisory, LLC | 6.09% | Add +0.7% | 207,247 | $12.3M |
| Elevate Wealth Advisory, Inc. | 7.59% | Add +5.4% | 201,901 | $12.0M |
| HBE Wealth Management, LLC | 10.41% | Add +8.4% | 200,527 | $11.9M |
| Rogco, LP | 3.95% | Add +12.1% | 198,725 | $11.8M |
| Garde Capital, Inc. | 0.71% | New | 198,392 | $11.8M |
| Beverly Hills Private Wealth, LLC | 2.00% | Add +3.0% | 198,157 | $11.8M |
| HMV Wealth Advisors, LLC | 5.46% | Add +5.2% | 195,020 | $11.6M |
| Aspirean Wealth, LLC | 12.49% | Add +2.5% | 193,155 | $11.5M |
| Financial Architects, LLC | 6.04% | Add +6.6% | 192,290 | $11.5M |
| CFS Investment Advisory Services, LLC | 0.79% | Add +114.0% | 191,067 | $11.4M |
| Souders Financial Advisors | 1.28% | Add +2.5% | 188,334 | $11.2M |
| Jane Street Group, LLC | 0.01% | New | 182,455 | $10.9M |
| Providence First Trust Co | 3.80% | Add +6.3% | 181,606 | $10.8M |
| Summitas Investment Management LLC | 8.26% | Reduce -8.7% | 176,879 | $10.5M |
| SimpliFi, Inc. | 4.41% | Add +1.5% | 176,374 | $10.5M |
| Hurley Capital, LLC | 5.63% | Add +5.4% | 175,937 | $10.5M |
| Marion Wealth Management | 2.31% | Add +65.7% | 175,114 | $10.4M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.0% | 174,969 | $10.4M |
| United Capital Financial Advisors, LLC | 0.06% | Add +8.6% | 174,913 | $10.4M |
| Power Wealth Management LLC | 3.87% | Reduce -9.9% | 174,607 | $10.4M |
| Cambria Investment Management, L.P. | 0.57% | Add +6.5% | 172,782 | $10.3M |
| Middleton & Co. Inc. | 1.16% | Add +17.8% | 171,520 | $10.2M |
| MML Investors Services, LLC | 0.03% | Reduce -22.5% | 171,179 | $10.2M |
| Integrated Wealth Concepts LLC | 0.08% | New | 170,833 | $10.2M |
| Five Pine Wealth Management | 6.32% | Add +8.0% | 170,816 | $10.2M |
| Founders Grove Wealth Partners, LLC | 2.30% | Add +4.5% | 169,581 | $10.1M |
| TRB Wealth Management, LLC | 1.43% | — | 169,459 | $10.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.74% | Add +63.9% | 169,211 | $10.1M |
| Cravens & Co Advisors, LLC | 6.46% | Add +5.0% | 166,884 | $9.9M |
| CogentBlue Wealth Advisors, LLC | 6.64% | Add +3.5% | 165,832 | $9.9M |
| Websterrogers Financial Advisors, LLC | 2.78% | Add +3.5% | 163,042 | $9.7M |
| Shotwell Rutter Baer Inc | 5.68% | Add +4.8% | 162,197 | $9.7M |
| Belleair Asset Management, LLC | 8.78% | Add +15.4% | 161,648 | $9.6M |
| Prism Planning Partners LLC | 11.34% | Add +11.5% | 160,992 | $9.6M |
| Sellwood Investment Partners LLC | 3.75% | Reduce -0.3% | 159,701 | $9.5M |
| Brickley Wealth Management | 1.62% | Add +2.6% | 158,497 | $9.4M |
| CacheTech Inc. | 1.77% | Reduce -0.2% | 153,952 | $9.2M |
| Shufro Rose & Co. LLC | 0.62% | Add +2.0% | 152,749 | $9.1M |
| Archford Capital Strategies, LLC | 1.03% | Add +35.4% | 151,037 | $9.0M |
| Dynamic Wealth Strategies, LLC | 5.18% | Add +2.7% | 150,395 | $9.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +40.3% | 150,330 | $9.0M |
| Poinciana Advisors Group, LLC | 6.99% | Add +4.7% | 148,719 | $8.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +62.2% | 144,145 | $8.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -12.6% | 143,193 | $8.5M |
| NewEdge Wealth, LLC | 0.10% | Add +3.6% | 142,754 | $8.5M |
| Security Financial Services, INC. | 1.34% | Add +410.4% | 142,195 | $8.5M |
| Adams Wealth Management | 1.85% | Add +0.6% | 141,247 | $8.4M |
| Tillman Hartley LLC | 2.09% | Reduce -2.5% | 139,684 | $8.3M |
| Constellation Investments, Inc. | 0.27% | Reduce -3.5% | 139,000 | $8.3M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +11.8% | 138,099 | $8.2M |
| AdvisorNet Financial, Inc | 0.43% | Add +5.1% | 137,851 | $8.2M |
| Marietta Wealth Management, LLC | 0.97% | Add +3.6% | 137,007 | $8.2M |
| ATX Financial Planning, LLC | 6.16% | Add +302.4% | 136,142 | $8.1M |
| Allworth Financial LP | 0.03% | Reduce -12.2% | 132,517 | $7.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.0% | 131,394 | $7.8M |
| &partners | 0.04% | Add +61.0% | 126,097 | $7.7M |
| Harvest Portfolios Group Inc. | 0.13% | Add +10.5% | 128,025 | $7.6M |
| Northern Trust Corp. | 0.00% | Add +16.5% | 127,212 | $7.6M |
| Regions Financial Corp. | 0.05% | Add +10.7% | 124,652 | $7.4M |
| CWC Advisors, LLC. | 3.52% | Add +2.5% | 124,198 | $7.4M |
| BluePrint Investing LLC | 6.55% | Add +8.5% | 123,836 | $7.4M |
| Ackerman Capital Advisors, LLC | 1.51% | Add +5.6% | 123,386 | $7.3M |
| Stableford Capital II LLC | 2.68% | Add +49.4% | 121,022 | $7.2M |
| Prudential Financial Inc. | 0.01% | Add +7.4% | 118,240 | $7.0M |
| Buska Wealth Management, LLC | 2.79% | Reduce -4.9% | 116,468 | $6.9M |
| Integrated Advisors Network LLC | 0.36% | Add +3.5% | 115,115 | $6.9M |
| Axos Invest Inc. | 5.15% | Reduce -2.0% | 114,398 | $6.8M |
| Atlas Capital Advisors Inc. | 0.78% | Reduce -9.3% | 114,075 | $6.8M |
| Ranch Capital Advisors Inc. | 2.47% | Add +2.4% | 113,241 | $6.7M |
| OMNI 360 Wealth, Inc. | 3.45% | Add +0.9% | 112,366 | $6.7M |
| Altiora Financial Group, LLC | 1.10% | Add +135.7% | 112,028 | $6.7M |
| Brucke Financial, Inc. | 3.37% | Reduce -8.4% | 111,632 | $6.6M |
| Downshift Financial, LLC | 3.41% | Add +3.2% | 110,799 | $6.6M |
| RFG Advisory, LLC | 0.12% | Add +2.8% | 110,440 | $6.6M |
| Fermata Advisors, LLC | 1.48% | Reduce -5.4% | 110,419 | $6.6M |
| First Affirmative Financial Network | 2.53% | — | 109,307 | $6.5M |
| Benjamin Edwards Inc. | 0.06% | Add +45.6% | 108,693 | $6.5M |
| Lauer Wealth, LLC | 5.05% | Add +4.6% | 106,005 | $6.3M |
| PYA Waltman Capital, LLC | 1.75% | Add +67.8% | 105,748 | $6.3M |
| American Century Companies Inc. | 0.00% | New | 105,300 | $6.3M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -55.0% | 102,067 | $6.1M |
| Montecito Bank & Trust | 0.99% | Add +15.1% | 101,298 | $6.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.84% | Add +15.8% | 97,636 | $5.8M |
| Peoples Bank | 3.57% | Reduce -0.0% | 97,581 | $5.8M |
| Burkett Financial Services, LLC | 1.99% | Add +10.7% | 97,349 | $5.8M |
| JDH Wealth Management, LLC | 3.89% | Add +14.1% | 96,963 | $5.8M |
| Kaufman Rossin Wealth, LLC | 3.31% | Add +27.1% | 96,879 | $5.8M |
| Dopkins Wealth Management, LLC | 2.31% | Add +5.5% | 96,439 | $5.7M |
| Renaissance Technologies | 0.01% | New | 96,000 | $5.7M |
| Quattro Financial Advisors LLC | 1.72% | Add +2.9% | 95,400 | $5.7M |
| Apella Capital, LLC | 0.08% | Reduce -0.5% | 94,863 | $5.7M |
| Capstone Wealth Management, LLC | 3.90% | Add +16.2% | 93,932 | $5.6M |
| Harbour Investments, Inc. | 0.09% | Add +32.3% | 93,673 | $5.6M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +1.5% | 92,619 | $5.5M |
| Principal Securities, Inc. | 0.08% | Add +5.6% | 92,114 | $5.5M |
| Claris Advisors, LLC / Mo / | 1.61% | Add +7.8% | 90,462 | $5.4M |
| Bryn Mawr Trust Advisors, LLC | 0.26% | Add +21.9% | 90,368 | $5.4M |
| Gotham Asset Management | 0.02% | Reduce -76.3% | 89,882 | $5.4M |
| Hexagon Capital Partners LLC | 0.78% | Add +5.9% | 89,729 | $5.3M |
| Cornerstone Financial Management LLC | 4.89% | Add +7.1% | 89,529 | $5.3M |
| Victory Financial Group, LLC | 0.65% | Add +6.6% | 88,951 | $5.3M |
| Smithfield Trust Co | 0.23% | Add +40.1% | 88,670 | $5.3M |
| Minot DeBlois Advisors LLC | 4.62% | Reduce -12.9% | 85,587 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +13.4% | 85,392 | $5.1M |
| CVS HEALTH Corp | 2.38% | New | 85,000 | $5.1M |
| Vistica Wealth Advisors, LLC | 5.04% | Add +4.5% | 84,879 | $5.1M |
| Impact Investors, Inc | 3.49% | Add +22.7% | 84,359 | $5.0M |
| Hara Capital LLC | 2.49% | Reduce -11.0% | 83,740 | $5.0M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 83,338 | $5.0M |
| Wit, LLC | 0.09% | No change | 82,534 | $4.9M |
| Plan A Wealth LLC | 2.34% | Add +16.6% | 82,102 | $4.9M |
| Vertex Investment Solutions Co., Ltd. | 5.61% | Add +410.6% | 81,700 | $4.9M |
| Curi Capital, LLC | 0.09% | Reduce -8.2% | 81,071 | $4.8M |
| Pure Financial Advisors, LLC | 0.07% | Add +35.3% | 80,663 | $4.8M |
| Blume Capital Management, Inc. | 0.82% | Add +30.7% | 80,554 | $4.8M |
| Checchi Capital Advisers, LLC | 0.33% | Reduce -4.0% | 79,943 | $4.8M |
| Core Wealth Advisors, LLC | 3.61% | Add +803.6% | 78,882 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +87.3% | 78,826 | $4.7M |
| Braun-Bostich & Associates Inc. | 2.93% | Add +256.4% | 78,429 | $4.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.5% | 77,699 | $4.6M |
| Simplicity Wealth,LLC | 0.26% | Add +36.2% | 77,381 | $4.6M |
| LifePlan Financial, LLC | 3.37% | Add +6.7% | 76,619 | $4.6M |
| Mgo One Seven LLC | 0.09% | Reduce -12.0% | 75,945 | $4.5M |
| Strategic Investment Solutions, Inc. | 1.08% | Reduce -11.4% | 75,039 | $4.5M |
| Onyx Bridge Wealth Group LLC | 0.48% | Reduce -2.3% | 75,025 | $4.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.70% | Add +2.8% | 74,630 | $4.4M |
| RoundAngle Advisors LLC | 3.25% | Add +2.9% | 73,103 | $4.4M |
| TD Private Client Wealth LLC | 0.09% | Add +2.8% | 72,874 | $4.3M |
| Alhambra Investment Management LLC | 2.00% | Add +6.5% | 72,845 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +33.6% | 71,724 | $4.3M |
| Merit Financial Group, LLC | 0.03% | Add +38.0% | 71,358 | $4.2M |
| Balance Wealth Partners LLC | 1.31% | Add +2.0% | 70,793 | $4.2M |
| Auour Investments LLC | 1.33% | Add +1.6% | 70,773 | $4.2M |
| AlTi Global, Inc. | 0.09% | No change | 70,679 | $4.2M |
| Nicolet Bankshares Inc. | 0.16% | New | 70,946 | $4.2M |
| Hickory Point Bank & Trust | 2.78% | Add +10.8% | 70,621 | $4.2M |
| StrongBox Wealth, LLC | 1.34% | Reduce -16.5% | 70,402 | $4.2M |
| Greenspring Advisors, LLC | 0.26% | Add +8.3% | 70,377 | $4.2M |
| Prime Buchholz LLC | 2.17% | Add +27.6% | 69,636 | $4.1M |
| Keb Asset Management, LLC | 0.79% | Add +29.9% | 69,444 | $4.1M |
| Baker Tilly Wealth Management, LLC | 1.00% | Add +12.4% | 69,201 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +37.8% | 68,656 | $4.1M |
| Betterment LLC | 0.01% | Add +12.9% | 68,613 | $4.1M |
| Morningstar Investment Management LLC | 0.25% | Add +0.8% | 68,544 | $4.1M |
| Independent Advisor Alliance | 0.04% | Add +12.4% | 68,439 | $4.1M |
| GenTrust, LLC | 0.17% | Reduce -16.0% | 68,386 | $4.1M |
| SMART Wealth LLC | 1.19% | Add +8.0% | 68,038 | $4.1M |
| Evergreen Wealth Partners LLC | 3.08% | New | 67,659 | $4.0M |
| Foster Victor Wealth Advisors, LLC | 0.23% | Add +4.8% | 67,371 | $4.0M |
| First Pacific Financial | 0.52% | Add +6152.6% | 67,216 | $4.0M |
| Foster & Motley Inc. | 0.20% | Reduce -1.3% | 66,632 | $4.0M |
| Leavell Investment Management, Inc. | 0.16% | Add +5.0% | 66,586 | $4.0M |
| Wedmont Private Capital | 0.13% | Add +3.6% | 65,604 | $3.9M |
| RB Capital Management, LLC | 0.86% | Reduce -6.9% | 65,525 | $3.9M |
| Genesis Private Wealth, LLC | 1.22% | Reduce -2.9% | 65,262 | $3.9M |
| OneAscent Wealth Management LLC | 1.27% | Add +7.6% | 64,271 | $3.8M |
| Nolet Wealth Management, LLC | 2.16% | Add +204.7% | 63,653 | $3.8M |
| WESCAP Management Group, Inc. | 0.74% | Reduce -14.4% | 63,061 | $3.8M |
| Baker Boyer National Bank | 1.11% | Reduce -2.0% | 62,299 | $3.7M |
| Brookstone Capital Management | 0.04% | Add +77.0% | 61,197 | $3.6M |
| Capital Squared Financial LLC | 2.77% | Add +78.1% | 60,973 | $3.6M |
| Alexander Labrunerie & Co., Inc. | 1.36% | Reduce -1.5% | 60,528 | $3.6M |
| M&T Bank Corp | 0.01% | Add +3.1% | 60,341 | $3.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +5.1% | 59,160 | $3.5M |
| JT Stratford LLC | 0.45% | Reduce -0.0% | 58,942 | $3.5M |
| Resonant Capital Advisors, LLC | 0.18% | Reduce -14.6% | 57,484 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +15.1% | 57,375 | $3.4M |
| Collaborative Fund Advisors, LLC | 2.10% | — | 57,203 | $3.4M |
| Nilsine Partners, LLC | 0.26% | Add +4.2% | 56,799 | $3.4M |
| Belpointe Asset Management LLC | 0.12% | Add +11.2% | 55,410 | $3.3M |
| LFA - Lugano Financial Advisors SA | 1.67% | Add +2.4% | 55,362 | $3.3M |
| Hikari Tsushin, Inc. | 0.23% | No change | 54,954 | $3.3M |
| Human Investing LLC | 0.48% | Add +0.7% | 54,864 | $3.3M |
| Macco Financial Group, Inc. | 2.46% | New | 54,461 | $3.2M |
| Tandem Investment Partners LLC | 2.74% | Add +9.6% | 54,184 | $3.2M |
| Towne Trust Company, N.A | 1.04% | Add +24.0% | 54,135 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.2% | 53,970 | $3.2M |
| James Investment Research, Inc. | 0.36% | Reduce -1.7% | 53,848 | $3.2M |
| First American Trust, FSB | 0.21% | Add +10.8% | 53,430 | $3.2M |
| REDW Wealth LLC | 1.26% | Reduce -6.7% | 53,173 | $3.2M |
| Bull Street Advisors, LLC | 1.57% | Reduce -0.3% | 53,125 | $3.2M |
| Oasis Advisors, LLC | 0.62% | New | 795,019 | $3.2M |
| Cogent Strategic Wealth LLC | 3.23% | Add +8.5% | 52,743 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +0.1% | 52,580 | $3.1M |
| Bragg Financial Advisors, Inc | 0.10% | Reduce -3.1% | 51,899 | $3.1M |
| Northstar Advisory Group, LLC | 1.17% | New | 51,482 | $3.1M |
| Tiff Advisory Services, LLC | 0.68% | No change | 50,755 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +0.6% | 50,718 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.8% | 50,535 | $3.0M |
| Mechanics Financial Corp | 1.25% | Add +20.7% | 50,097 | $3.0M |
| Mittelman Wealth Management | 1.85% | Add +199.5% | 49,959 | $3.0M |
| Hunter Associates Investment Management LLC | 0.39% | Add +24.8% | 49,831 | $3.0M |
| Cornerstone Wealth Advisors, Inc. | 0.68% | Add +5.5% | 49,390 | $2.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.20% | Reduce -1.9% | 49,238 | $2.9M |
| RHS Financial, LLC | 1.38% | Add +8.8% | 49,020 | $2.9M |
| Sowell Financial Services LLC | 0.11% | Add +17.0% | 48,983 | $2.9M |
| Lauterbach Financial Advisors, LLC | 1.42% | Add +86.0% | 48,816 | $2.9M |
| Walker Financial Services, Inc. | 0.99% | Reduce -25.9% | 48,393 | $2.9M |
| Blair William & Co. | 0.01% | Add +8.8% | 47,843 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -17.7% | 47,679 | $2.8M |
| D.B. Root & Company, LLC | 0.66% | Add +29.9% | 46,519 | $2.8M |
| GMO | 0.01% | Add +84.9% | 46,292 | $2.8M |
| St Germain D J Co. Inc. | 0.11% | Add +63.5% | 46,280 | $2.8M |
| Pinnacle Bancorp, Inc. | 0.81% | Add +21.7% | 46,011 | $2.7M |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +563.3% | 45,760 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +46.4% | 46,091 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +561.8% | 45,654 | $2.7M |
| LJI Wealth Management, LLC | 0.43% | Reduce -13.8% | 45,498 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +187.8% | 44,685 | $2.7M |
| Fiduciary Trust Co | 0.03% | Add +13.9% | 44,629 | $2.7M |
| Evansbrook LLC | 1.74% | No change | 43,778 | $2.6M |
| IRON Financial LLC | 1.14% | Reduce -1.3% | 43,671 | $2.6M |
| Transcendent Capital Group LLC | 1.18% | Add +0.2% | 43,420 | $2.6M |
| Whitcomb & Hess, Inc. | 0.59% | Add +2.1% | 42,546 | $2.5M |
| Orcam Financial Group | 1.79% | Reduce -23.9% | 42,230 | $2.5M |
| Western Wealth Management, LLC | 0.09% | New | 41,519 | $2.5M |
| Stirlingshire Investments, Inc. | 2.17% | Add +4.5% | 41,500 | $2.5M |
| McCartney Wealth Management LLC | 2.05% | Add +6.4% | 40,921 | $2.4M |
| Essex Bank | 0.54% | Reduce -1.2% | 40,901 | $2.4M |
| Oath Planning, LLC | 2.09% | Add +2.2% | 39,585 | $2.4M |
| Kovack Advisors, Inc. | 0.13% | Reduce -2.0% | 36,603 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +470.5% | 39,458 | $2.3M |
| Blom & Howell Financial Planning, Inc. | 2.27% | Reduce -24.6% | 38,841 | $2.3M |
| Rothschild Investment LLC | 0.12% | Add +1.6% | 38,660 | $2.3M |
| Cascades Capital Asset Management, LLC | 0.97% | New | 38,506 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.4% | 38,498 | $2.3M |
| Shayne & Jacobs, LLC | 0.71% | No change | 38,480 | $2.3M |
| Kassira Wealth Management LLC | 2.09% | Add +10.9% | 38,270 | $2.3M |
| Graetz Wealth LLC | 2.03% | Add +16.1% | 38,113 | $2.3M |
| United Community Bank | 0.75% | New | 37,960 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +24.2% | 37,056 | $2.2M |
| Alps Advisors Inc. | 0.01% | Reduce -73.9% | 36,650 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +6.2% | 35,970 | $2.1M |
| Benningfield Financial Advisors, LLC | 1.68% | No change | 35,843 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.3% | 35,813 | $2.1M |
| Hancock Whitney Corp. | 0.04% | Add +1.2% | 35,695 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.3% | 35,177 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +13.2% | 35,095 | $2.1M |
| Thrive Capital Management, LLC | 0.45% | Reduce -9.8% | 34,669 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 34,613 | $2.1M |
| Clarity Capital Advisors, LLC | 0.95% | Add +16.2% | 34,267 | $2.0M |
| World Investment Advisors | 0.03% | Add +0.1% | 34,040 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +16.8% | 33,703 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +17.5% | 33,698 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +33.4% | 33,422 | $2.0M |
| Anderson Hoagland & Co. | 0.17% | Reduce -1.1% | 33,352 | $2.0M |
| Stonehearth Capital Management, LLC | 0.78% | Reduce -10.0% | 33,190 | $2.0M |
| Summit Wealth & Retirement Planning, Inc. | 0.47% | Add +1.9% | 33,101 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +60.6% | 33,004 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +4.2% | 32,772 | $2.0M |
| Chandler Asset Management, Inc. | 0.30% | No change | 32,955 | $2.0M |
| Headlands Technologies LLC | 0.22% | Add +59.5% | 32,479 | $1.9M |
| Brindle & Bay Financial Advisors, LLC | 1.16% | Reduce -3.9% | 31,619 | $1.9M |
| Floyd Financial Group LLC | 1.25% | Add +2.3% | 31,549 | $1.9M |
| Fagan Associates, Inc. | 0.26% | Reduce -1.7% | 31,484 | $1.9M |
| Advyzon Investment Management, LLC | 0.17% | Reduce -20.3% | 31,069 | $1.9M |
| Parkwoods Wealth Partners, LLC | 0.45% | Add +4.4% | 30,829 | $1.8M |
| South Plains Financial, Inc. | 1.05% | Reduce -10.6% | 30,462 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.24% | Reduce -20.9% | 30,289 | $1.8M |
| Signet Financial Management, LLC | 0.20% | Reduce -1.6% | 30,085 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.37% | Add +4.0% | 29,709 | $1.8M |
| SigFig Wealth Management, LLC | 0.05% | Add +10.2% | 29,179 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +40.0% | 28,953 | $1.7M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -2.0% | 27,769 | $1.7M |
| PlanVest Financial, Inc | 1.25% | — | 27,611 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -1.1% | 27,444 | $1.6M |
| CWS Financial Advisors, LLC | 0.42% | Reduce -6.4% | 27,399 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | No change | 27,294 | $1.6M |
| Ares Financial Consulting, LLC | 1.24% | Reduce -13.5% | 26,631 | $1.6M |
| NorthRock Partners, LLC | 0.03% | Add +2.5% | 26,476 | $1.6M |
| Parsons Capital Management Inc. | 0.07% | Add +57.8% | 26,326 | $1.6M |
| Discipline Wealth Solutions, LLC | 0.16% | Reduce -2.5% | 26,277 | $1.6M |
| Balefire, LLC | 0.29% | New | 25,765 | $1.5M |
| Nwam LLC | 0.09% | Add +0.1% | 25,448 | $1.5M |
| Verity Asset Management, Inc. | 0.64% | Add +1.7% | 25,439 | $1.5M |
| Talon Private Wealth, LLC | 0.20% | — | 25,427 | $1.5M |
| Investment Advisory Group, LLC | 0.38% | Add +20.8% | 25,273 | $1.5M |
| Ignite Planners, LLC | 0.23% | Add +4.6% | 25,212 | $1.5M |
| Pines Wealth Management, LLC | 0.48% | Add +41.1% | 25,122 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.05% | No change | 25,028 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.63% | Reduce -0.9% | 24,688 | $1.5M |
| Avise Financial Cooperative, Inc. | 1.22% | Add +0.3% | 24,604 | $1.5M |
| Arax Advisory Partners | 0.04% | Reduce -0.5% | 24,377 | $1.5M |
| Compound Planning, Inc. | 0.04% | Add +13.8% | 23,721 | $1.4M |
| Key Capital Management, INC | 0.92% | New | 23,311 | $1.4M |
| Tidal Investments LLC | 0.00% | New | 23,358 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -17.8% | 23,232 | $1.4M |
| Ifrah Financial Services, Inc. | 0.36% | New | 23,111 | $1.4M |
| E&G Advisors, LLC | 0.30% | No change | 22,699 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +37.7% | 22,684 | $1.4M |
| Tenon Financial LLC | 0.53% | No change | 22,655 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -16.1% | 22,475 | $1.3M |
| LCNB Corp. | 0.44% | Reduce -2.1% | 22,121 | $1.3M |
| Gibraltar Capital Management, Inc. | 0.23% | Add +25.3% | 22,078 | $1.3M |
| Pioneer Wealth Management Group | 0.36% | Add +35.3% | 21,777 | $1.3M |
| Bailard, Inc. | 0.03% | New | 20,830 | $1.2M |
| Sei Investments Co. | 0.00% | New | 20,773 | $1.2M |
| Powers Advisory Group, LLC | 0.44% | Add +34.1% | 20,748 | $1.2M |
| Surience Private Wealth LLC | 1.33% | New | 20,743 | $1.2M |
| PFG Advisors | 0.06% | Add +29.2% | 20,640 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +149.5% | 20,583 | $1.2M |
| Disciplined Investments, LLC | 0.43% | Add +18.3% | 20,339 | $1.2M |
| Breakwater Investment Management | 0.45% | No change | 20,334 | $1.2M |
| Ramiah Investment Group | 1.06% | Reduce -1.2% | 20,322 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +253.3% | 20,132 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.1% | 20,067 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +463.4% | 19,788 | $1.2M |
| Ieq Capital, LLC | 0.01% | Add +12.6% | 19,760 | $1.2M |
| Range Advisory, LLC | 0.22% | New | 19,759 | $1.2M |
| TMB Capital Partners, LLC | 0.39% | Add +26.7% | 19,339 | $1.2M |
| Oakmont Advisory Group, LLC | 1.17% | Add +3.1% | 19,306 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -19.9% | 18,934 | $1.1M |
| SkyOak Wealth, LLC | 0.21% | Reduce -8.9% | 18,872 | $1.1M |
| Forza Wealth Management, LLC | 0.39% | Reduce -3.3% | 18,765 | $1.1M |
| Winch Advisory Services, LLC | 0.25% | Add +0.7% | 18,696 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +8.0% | 18,661 | $1.1M |
| TrueWealth Advisors, LLC | 0.28% | New | 18,660 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +4.4% | 18,631 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +16.8% | 18,535 | $1.1M |
| Whalen Wealth Management Inc. | 0.59% | New | 18,481 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -27.3% | 18,466 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +44.8% | 18,419 | $1.1M |
| Estate Counselors, LLC | 0.10% | New | 18,245 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -35.4% | 18,178 | $1.1M |
| Blossom Wealth Management | 1.60% | Add +4.0% | 18,124 | $1.1M |
| Archer Investment Management, LLC | 0.45% | Reduce -33.9% | 18,093 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.4% | 18,020 | $1.1M |
| CGN Advisors LLC | 0.08% | Reduce -76.5% | 18,005 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +1544.3% | 17,709 | $1.1M |
| Americana Partners, LLC | 0.03% | Reduce -28.9% | 17,613 | $1.0M |
| Team Hewins, LLC | 0.31% | Add +0.4% | 17,566 | $1.0M |
| LeConte Wealth Management, LLC | 0.67% | Add +3.1% | 17,525 | $1.0M |
| Whittier Trust Co. | 0.01% | Reduce -23.4% | 17,446 | $1.0M |
| Evermay Wealth Management LLC | 0.11% | Add +178.2% | 17,216 | $1.0M |
| Bokf, NA | 0.02% | Reduce -10.2% | 16,942 | $1.0M |
| Rathbones Group PLC | 0.00% | No change | 16,935 | $1.0M |
| Rockwood Wealth Management, LLC | 0.07% | Add +5.8% | 16,894 | $1.0M |
| Meitav Investment House Ltd. | 0.01% | Reduce -1.3% | 16,598 | $987K |
| Cresset Asset Management, LLC | 0.00% | Add +19.8% | 16,546 | $985K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.5% | 16,237 | $967K |
| Hanover Advisors Inc. | 0.39% | No change | 16,133 | $961K |
| BIP Wealth, LLC | 0.04% | Reduce -79.1% | 15,970 | $951K |
| SWS Partners | 0.23% | Add +6.5% | 15,804 | $941K |
| Artesa Financial Group, LLC | 0.89% | Add +9.7% | 15,755 | $938K |
| Mutual Advisors, LLC | 0.02% | Add +20.2% | 15,701 | $935K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -2.3% | 15,628 | $931K |
| Patten Group, Inc. | 0.16% | Add +4.8% | 15,555 | $926K |
| Koss-Olinger Consulting, LLC | 0.08% | New | 15,512 | $924K |
| Argent Trust Co | 0.03% | Add +8.3% | 15,506 | $923K |
| Parallel Advisors, LLC | 0.02% | Add +0.3% | 15,475 | $922K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | Add +0.6% | 15,229 | $907K |
| Schroder Investment Management Group | 0.00% | Reduce -96.2% | 15,186 | $903K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.6% | 15,062 | $897K |
| SouthState Bank Corp | 0.04% | Reduce -1.6% | 14,885 | $886K |
| Fiduciary Financial Group, LLC | 0.12% | Reduce -21.1% | 14,844 | $884K |
| MMBG Investment Advisors Co. | 0.08% | No change | 14,793 | $881K |
| Arkadios Wealth Advisors | 0.01% | Add +6.2% | 14,624 | $871K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +13.6% | 14,544 | $866K |
| LifeWealth Investments, LLC | 0.26% | New | 14,404 | $858K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 14,306 | $852K |
| Lanark Financial, Inc. | 0.06% | Add +25.8% | 14,131 | $842K |
| Wingate Wealth Advisors, Inc. | 0.45% | Add +6.2% | 14,035 | $836K |
| Topel & Distasi Wealth Management, LLC | 0.43% | Add +15.2% | 13,993 | $833K |
| Zhang Financial LLC | 0.03% | Add +134.3% | 13,969 | $832K |
| Avior Wealth Management, LLC | 0.02% | Add +5.1% | 13,918 | $829K |
| Vista Capital Partners, Inc. | 0.08% | Add +40.2% | 13,898 | $828K |
| Rothschild Wealth LLC | 0.07% | Reduce -2.5% | 13,784 | $821K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 13,767 | $820K |
| Beto Financial Group, LLC | 0.48% | New | 13,811 | $817K |
| SageView Advisory Group, LLC | 0.03% | Add +305.7% | 13,636 | $812K |
| REAP Financial Group, LLC | 0.16% | Reduce -1.7% | 13,558 | $807K |
| Certuity, LLC | 0.05% | New | 13,554 | $807K |
| Uptick Partners, LLC | 0.16% | Reduce -15.1% | 13,408 | $798K |
| ZWJ Investment Counsel Inc. | 0.03% | No change | 13,120 | $781K |
| Wells Financial Advisors INC | 3.50% | Reduce -33.9% | 12,930 | $770K |
| Midwest Trust Co | 0.01% | Reduce -1.9% | 12,868 | $766K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -19.1% | 12,853 | $765K |
| Aspiriant, LLC | 0.02% | Add +15.0% | 12,829 | $764K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -15.7% | 12,730 | $758K |
| Stephens Inc. | 0.01% | New | 12,696 | $756K |
| Nixon Peabody Trust Co. | 0.06% | Reduce -20.8% | 12,683 | $755K |
| Keybank National Association | 0.00% | Reduce -0.6% | 12,614 | $751K |
| McAdam, LLC | 0.03% | Reduce -6.6% | 12,521 | $746K |
| PFG Investments, LLC | 0.03% | Add +85.6% | 12,509 | $745K |
| Quantinno Capital Management LP | 0.00% | Add +38.7% | 12,451 | $742K |
| Entrewealth, LLC | 0.33% | New | 12,398 | $738K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 12,281 | $731K |
| Hegarty Advisors, LLC | 0.57% | Reduce -0.8% | 12,174 | $725K |
| W.H. Cornerstone Investments Inc. | 0.45% | Add +0.6% | 12,119 | $722K |
| Axis Wealth Partners, LLC | 0.38% | Add +3.0% | 11,887 | $708K |
| Laraway Financial Advisors Inc | 0.50% | Reduce -1.8% | 11,872 | $707K |
| Pacific Capital Wealth Advisors, Inc. | 0.12% | Add +13.7% | 11,769 | $701K |
| Facet Wealth, Inc. | 0.01% | Add +212.2% | 11,757 | $700K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.6% | 11,731 | $699K |
| Addison Capital Co | 0.12% | New | 11,676 | $695K |
| Aspire Private Capital, LLC | 0.16% | Reduce -44.0% | 11,654 | $694K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +23.7% | 11,598 | $691K |
| US Bancorp \de | 0.00% | Add +17.1% | 11,576 | $689K |
| Carter Financial Group, INC. | 0.41% | Reduce -1.3% | 11,243 | $669K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | No change | 11,228 | $669K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -13.8% | 11,208 | $667K |
| Cynosure Group, LLC | 0.08% | No change | 11,152 | $664K |
| Granite Islands Private Wealth, LLC | 0.61% | Add +40.9% | 11,127 | $663K |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | New | 11,113 | $662K |
| River Street Advisors LLC | 0.22% | Reduce -1.3% | 11,079 | $660K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 11,086 | $657K |
| DAVENPORT & Co LLC | 0.00% | Add +13.0% | 11,009 | $656K |
| Leo Wealth, LLC | 0.05% | Reduce -7.3% | 10,925 | $651K |
| Titan Investment Management LLC | 0.56% | Reduce -3.4% | 10,745 | $640K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.21% | Add +195.6% | 10,750 | $640K |
| Everest Private Wealth | 0.32% | Add +27.7% | 10,716 | $638K |
| Morton Capital Management LLC | 0.09% | Add +16.4% | 10,714 | $638K |
| Voisard Asset Management Group, Inc. | 0.14% | Add +10.5% | 10,683 | $636K |
| Flagstone Financial Management | 0.16% | Add +5.8% | 10,612 | $632K |
| Clarion Wealth Managment Partners, LLC | 0.57% | Reduce -38.0% | 10,514 | $626K |
| Theory Financial LLC | 0.22% | Reduce -66.4% | 10,512 | $626K |
| WNY Asset Management, LLC | 0.06% | — | 10,286 | $613K |
| Sankala Group LLC | 0.50% | Reduce -5.5% | 10,293 | $609K |
| W1M Asset Management Ltd | 0.01% | Reduce -13.3% | 10,183 | $606K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,095 | $601K |
| Arena Capital Advisors, LLC- CA | 2.79% | New | 10,000 | $596K |
| Bluesphere Advisors LLC | 0.21% | New | 9,980 | $594K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +29.6% | 9,839 | $586K |
| Choreo, LLC | 0.01% | Add +1.2% | 9,828 | $585K |
| RFG Holdings, Inc. | 0.15% | New | 9,768 | $582K |
| Keel Point, LLC | 0.04% | Reduce -1.2% | 9,768 | $582K |
| Iams Wealth Management, LLC | 0.20% | Reduce -6.0% | 9,527 | $567K |
| Keeler Thomas Management LLC | 0.24% | New | 9,479 | $564K |
| Madrid Wealth Management, LLC | 0.43% | No change | 9,463 | $564K |
| Horizon Family Wealth, Inc. | 0.30% | Add +17.0% | 9,394 | $559K |
| Mission Wealth Management, LP | 0.01% | New | 9,294 | $553K |
| Natural Investments, LLC | 0.13% | Add +41.7% | 9,200 | $547K |
| Trust Co | 0.05% | Add +0.3% | 9,177 | $546K |
| Victrix Investment Advisors | 0.20% | Add +148.7% | 9,171 | $546K |
| Austin Wealth Management, LLC | 0.12% | Add +6.4% | 9,172 | $544K |
| Outlook Wealth Advisors, LLC | 0.13% | Add +15.6% | 9,226 | $543K |
| Western Reserve Capital Management, LLC | 0.44% | Reduce -1.9% | 9,104 | $542K |
| Three Bearings Fiduciary Advisors, Inc. | 0.52% | No change | 9,076 | $540K |
| FC Advisory LLC | 0.15% | Add +1.1% | 8,862 | $528K |
| CoreCap Advisors, LLC | 0.02% | Add +4.4% | 8,853 | $527K |
| Stephens Group Asset Management, LLC | 0.03% | No change | 8,830 | $526K |
| OneAscent Family Office, LLC | 0.36% | Reduce -33.1% | 8,747 | $521K |
| XTX Topco Ltd | 0.01% | New | 8,659 | $516K |
| IVC Wealth Advisors LLC | 0.22% | Add +0.8% | 8,644 | $515K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +25.1% | 8,630 | $514K |
| Olde Wealth Management, LLC | 0.16% | Reduce -0.5% | 8,497 | $505K |
| Allstreet Capital Advisors LLC | 0.37% | Add +16.5% | 8,322 | $496K |
| Peak Retirement Planning, Inc. | 0.10% | Add +33.1% | 8,321 | $495K |
| Crumly & Associates Inc. | 0.10% | No change | 8,228 | $490K |
| Princeton Global Asset Management LLC | 0.08% | No change | 8,139 | $485K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 8,023 | $478K |
| Certified Advisory Corp | 0.04% | Add +37.3% | 7,957 | $474K |
| Pictet North America Advisors SA | 0.05% | Add +16.1% | 7,956 | $474K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -21.1% | 7,932 | $472K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +2.0% | 7,865 | $468K |
| Concord Wealth Partners | 0.06% | Reduce -8.0% | 7,833 | $466K |
| Zevin Asset Management LLC | 0.06% | Reduce -40.7% | 7,785 | $464K |
| Quest 10 Wealth Builders, Inc. | 0.41% | Add +2889.6% | 7,773 | $463K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +121.7% | 7,772 | $463K |
| Seven Mile Advisory | 0.33% | Reduce -96.9% | 7,731 | $460K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +87.8% | 7,610 | $453K |
| First Manhattan Co. Llc. | 0.00% | Reduce -39.6% | 7,593 | $452K |
| Westfuller Advisors, LLC | 0.19% | Add +1.6% | 7,567 | $451K |
| True North Advisors, LLC | 0.05% | No change | 7,550 | $450K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -27.6% | 7,545 | $449K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 7,526 | $448K |
| E-Wealth Partners, LLC | 0.36% | Reduce -9.7% | 7,464 | $444K |
| BAM Wealth Management, LLC | 0.33% | Reduce -6.2% | 7,452 | $444K |
| Cedarwood Wealth LLC | 0.44% | Add +11.6% | 7,301 | $435K |
| Steinberganna Wealth Management | 0.21% | New | 7,254 | $432K |
| Caitlin John, LLC | 0.26% | No change | 7,243 | $431K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,218 | $430K |
| Atala Financial Inc | 0.29% | No change | 7,148 | $426K |
| Summit Global Investments | 0.03% | Add +0.0% | 7,097 | $423K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -84.2% | 7,072 | $421K |
| Midwest Financial Partners Investments, Inc. | 0.22% | Reduce -0.9% | 7,035 | $419K |
| Winter & Associates, Inc. | 0.37% | Reduce -5.6% | 7,053 | $418K |
| Joel Adams & Associates, Inc. | 0.31% | Add +0.1% | 7,003 | $417K |
| Aries Wealth Management | 0.09% | No change | 6,956 | $414K |
| Warner Financial, Inc. | 0.14% | Add +18.6% | 6,949 | $414K |
| Cary Street Partners Investment Advisory LLC | 0.11% | New | 6,933 | $413K |
| XY Planning Network, Inc. | 0.07% | Add +11.7% | 6,917 | $410K |
| Manhattan West Asset Management, LLC | 0.08% | New | 6,850 | $408K |
| Tudor Investment Corporation | 0.00% | Reduce -25.7% | 6,790 | $404K |
| Modera Wealth Management, LLC | 0.00% | Add +16.4% | 6,778 | $404K |
| Ballast Rock Private Wealth LLC | 0.22% | Add +0.6% | 6,736 | $401K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Reduce -10.8% | 6,671 | $397K |
| Southeast Asset Advisors, LLC | 0.04% | New | 6,640 | $395K |
| Sovran Advisors, LLC | 0.03% | Reduce -0.6% | 6,566 | $389K |
| Core Wealth Partners LLC | 0.18% | Reduce -46.8% | 6,535 | $389K |
| Fortress Financial Solutions, LLC | 0.41% | Add +5.6% | 6,522 | $388K |
| Seeds Investor LLC | 0.05% | New | 6,492 | $387K |
| Oak Grove Capital LLC | 0.07% | Reduce -23.5% | 6,500 | $387K |
| FSM Wealth Advisors, LLC | 0.05% | No change | 6,494 | $387K |
| Caldwell Trust Co | 0.03% | No change | 6,410 | $382K |
| Sigma Planning Corp | 0.01% | Add +12.0% | 6,337 | $377K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,304 | $375K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -15.1% | 6,216 | $370K |
| HRT Financial LP | 0.00% | New | 6,122 | $364K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.5% | 6,101 | $363K |
| InTrack Investment Management Inc | 0.21% | Reduce -5.4% | 6,063 | $361K |
| NerdWallet Wealth Partners, LLC | 0.15% | Reduce -44.1% | 5,913 | $352K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.4% | 5,908 | $352K |
| Visionary Wealth Advisors | 0.02% | Add +18.5% | 5,908 | $352K |
| Inlight Wealth Management, LLC | 0.13% | Add +12.1% | 5,892 | $351K |
| Alliancebernstein L.P. | 0.00% | New | 5,833 | $350K |
| Successful Portfolios LLC | 0.19% | Add +15.6% | 5,826 | $347K |
| Centennial Advisors, LLC | 0.44% | Reduce -19.9% | 5,814 | $346K |
| Squarepoint Ops LLC | 0.00% | New | 5,789 | $345K |
| Lloyd Advisory Services, LLC. | 0.10% | Add +292.4% | 5,773 | $344K |
| Kingdom Financial Group LLC. | 0.10% | Add +179.4% | 5,773 | $344K |
| Sachem Hill LLC | 0.07% | Add +3.3% | 5,756 | $343K |
| Portside Wealth Group, LLC | 0.05% | Reduce -6.5% | 5,750 | $342K |
| Boston Family Office LLC | 0.02% | No change | 5,723 | $341K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 5,720 | $341K |
| WFA of San Diego, LLC | 0.27% | Reduce -0.7% | 5,694 | $339K |
| Elevation Capital Advisory, LLC | 0.14% | New | 5,654 | $337K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.0% | 5,632 | $335K |
| FSA Advisors, Inc. | 0.22% | Reduce -94.7% | 5,594 | $333K |
| Gateway Wealth Partners, LLC | 0.01% | Add +61.7% | 5,586 | $333K |
| Eastern Bank | 0.01% | Reduce -10.4% | 5,524 | $329K |
| Clear Creek Financial Management, LLC | 0.02% | Add +0.9% | 5,461 | $325K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -0.7% | 5,421 | $323K |
| Ameraudi Asset Management, Inc. | 0.17% | Reduce -40.6% | 5,403 | $322K |
| Arkansas Financial Group, Inc. | 0.04% | Add +2.2% | 5,396 | $321K |
| Global Assets Advisory, LLC | 0.09% | No change | 5,290 | $315K |
| Arlington Financial Advisors, LLC | 0.04% | Reduce -3.2% | 5,278 | $314K |
| Iowa State Bank | 0.06% | No change | 5,271 | $314K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,268 | $314K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +11.5% | 5,231 | $311K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 5,230 | $311K |
| Stevens Capital Partners | 0.07% | Reduce -34.9% | 5,159 | $307K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,148 | $307K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 5,118 | $305K |
| 55 North Private Wealth, LLC | 0.08% | New | 5,117 | $305K |
| Huntington National Bank | 0.00% | New | 5,108 | $304K |
| FLP Wealth Management, LLC | 0.62% | New | 5,036 | $300K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | Add +0.2% | 4,892 | $291K |
| Ballentine Partners, LLC | 0.00% | Add +6.1% | 4,884 | $291K |
| ETF Store, Inc. | 0.28% | Add +0.8% | 4,848 | $289K |
| Ritholtz Wealth Management | 0.01% | New | 4,840 | $288K |
| Slagle Financial, LLC | 0.09% | New | 4,796 | $286K |
| Ketron Financial | 0.10% | Reduce -0.7% | 4,747 | $283K |
| Waller Financial Planning Group, Inc. | 0.06% | Reduce -3.0% | 4,726 | $281K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $280K |
| C M Bidwell & Associates Ltd. | 0.13% | No change | 4,700 | $280K |
| Thompson David Blair | 0.16% | Reduce -15.2% | 4,620 | $275K |
| Howard Wealth Management, LLC | 0.12% | Add +4.7% | 4,592 | $273K |
| Regal Investment Advisors LLC | 0.02% | Reduce -12.7% | 4,559 | $271K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Add +4.0% | 4,567 | $271K |
| National Bank of Canada | 0.00% | Add +26.8% | 4,517 | $269K |
| Financial Council, LLC | 0.10% | Add +0.2% | 4,509 | $268K |
| Sunflower Bank, N.A. | 0.07% | Reduce -7.2% | 4,458 | $265K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.2% | 4,460 | $265K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -86.6% | 4,438 | $264K |
| Sovereign Financial Group, Inc. | 0.05% | New | 4,429 | $264K |
| Hippocratic Financial Advisors, LLC | 0.11% | New | 4,393 | $262K |
| Johnson Bixby & Associates, LLC | 0.03% | Reduce -8.4% | 4,387 | $261K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 4,371 | $260K |
| Kilter Group LLC | 0.11% | Add +646.7% | 4,368 | $260K |
| Savvy Advisors, Inc. | 0.01% | Reduce -54.2% | 4,366 | $260K |
| Integrity Investment Advisors, LLC | 0.14% | Reduce -17.7% | 4,355 | $259K |
| Prairieview Wealth Partners, LLC | 0.21% | Reduce -19.1% | 4,343 | $259K |
| Fortitude Advisory Group L.L.C. | 0.12% | New | 4,335 | $258K |
| Birchcreek Wealth Management, LLC | 0.12% | New | 4,324 | $257K |
| Principle Wealth Partners LLC | 0.01% | New | 4,324 | $257K |
| SwitchPoint Financial Planning, LLC | 0.17% | Add +0.6% | 4,320 | $257K |
| Fairscale Capital, LLC | 0.18% | No change | 4,310 | $257K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 4,310 | $257K |
| Washington Trust Bank | 0.02% | Reduce -11.9% | 4,303 | $256K |
| Meyer Handelman Co. | 0.01% | Reduce -1.6% | 4,296 | $256K |
| Connecticut Capital Management Group, LLC | 0.24% | New | 4,280 | $255K |
| Texas Bank & Trust Co | 0.10% | No change | 4,258 | $254K |
| Novem Group | 0.03% | New | 4,253 | $253K |
| National Philanthropic Trust | 0.00% | Reduce -35.6% | 4,246 | $253K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 4,232 | $252K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,211 | $251K |
| GeoWealth Management, LLC | 0.01% | Add +5.7% | 4,197 | $250K |
| Aviance Capital Partners, LLC | 0.03% | New | 4,173 | $249K |
| Traub Capital Management LLC | 0.25% | Add +3.0% | 4,170 | $248K |
| Lincoln Capital Corp. | 0.09% | Add +0.6% | 4,139 | $246K |
| CX Institutional | 0.01% | Reduce -9.6% | 4,115 | $245K |
| Legacy PCG, LLC | 1.33% | Reduce -76.7% | 4,092 | $244K |
| Calamos Wealth Management LLC | 0.01% | Reduce -44.7% | 4,080 | $243K |
| Calamos Advisors LLC | 0.00% | New | 4,080 | $243K |
| Portland Financial Advisors Inc | 0.50% | No change | 4,010 | $239K |
| Csenge Advisory Group | 0.01% | New | 4,005 | $238K |
| Crews Bank & Trust | 0.03% | No change | 3,968 | $236K |
| Professional Financial Advisors, LLC | 0.05% | Add +11.0% | 3,967 | $236K |
| TD Capital Management LLC | 0.02% | New | 3,887 | $231K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -9.7% | 3,852 | $229K |
| Archvest Wealth Advisors, Inc. | 0.15% | New | 3,799 | $226K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | New | 3,773 | $225K |
| Carl P. Sherr & Co., LLC | 0.11% | No change | 3,759 | $224K |
| North Dallas Bank & Trust Co. | 0.15% | No change | 3,749 | $223K |
| Private Trust Co. NA | 0.02% | Reduce -40.1% | 3,746 | $223K |
| Madison Wealth Partners, Inc | 0.04% | New | 3,733 | $222K |
| Elm Partners Management LLC | 0.01% | New | 3,712 | $221K |
| Composition Wealth, LLC | 0.00% | Reduce -3.5% | 3,687 | $220K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -32.8% | 3,658 | $218K |
| National Wealth Management Group, LLC | 0.08% | New | 3,651 | $217K |
| Tempus Wealth Planning, LLC | 0.05% | New | 3,613 | $215K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 3,603 | $215K |
| Partners in Financial Planning | 0.04% | Add +0.5% | 3,543 | $211K |
| Financial Management Network Inc. | 0.03% | No change | 3,535 | $210K |
| GenWealth Group, Inc. | 0.04% | No change | 3,530 | $210K |
| Semitam Bonam LLC | 0.17% | No change | 3,515 | $209K |
| Valley Forge Investment Consultants Inc. Adv | 0.06% | Add +0.6% | 3,506 | $209K |
| Frontier Asset Management, LLC | 0.04% | Reduce -21.9% | 3,491 | $208K |
| Simmons Bank | 0.01% | Reduce -4.6% | 3,467 | $206K |
| ProCore Advisors, LLC | 0.32% | Add +2.1% | 3,453 | $206K |
| Severin Investments, LLC | 0.18% | New | 3,447 | $205K |
| Berger Financial Group, Inc | 0.01% | Reduce -10.0% | 3,445 | $205K |
| Diversified Trust Co. | 0.00% | Reduce -8.9% | 3,444 | $205K |
| GWN Securities Inc. | 0.04% | New | 3,434 | $205K |
| Latitude Advisors, LLC | 0.09% | New | 3,433 | $204K |
| Grove Bank & Trust | 0.02% | No change | 3,288 | $196K |
| Avion Wealth | 0.04% | Add +50.5% | 3,194 | $190K |
| Root Financial Partners, LLC | 0.01% | Add +80.4% | 3,161 | $188K |
| Coston, McIsaac & Partners | 0.04% | Add +0.1% | 3,096 | $184K |
| UMB Bank, n.a. | 0.00% | Add +213.6% | 3,054 | $182K |
| Anfield Capital Management, LLC | 0.05% | New | 2,956 | $176K |
| Raleigh Capital Management Inc. | 0.06% | New | 2,872 | $171K |
| Frankly Finances, LLC | 0.15% | No change | 2,810 | $167K |
| 2UniFi Bank | 0.08% | Add +96.3% | 2,740 | $163K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $159K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +30.2% | 2,583 | $153K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,565 | $153K |
| Bessemer Group Inc. | 0.00% | Add +272.9% | 2,528 | $151K |
| Chapman Financial Group, LLC | 0.11% | Reduce -34.5% | 2,471 | $147K |
| Trust Co. of Toledo NA | 0.01% | Add +472.5% | 2,416 | $144K |
| Sound Income Strategies, LLC | 0.01% | Add +30.8% | 2,422 | $144K |
| Bfsg, LLC | 0.01% | Add +3.1% | 2,330 | $139K |
| Bogart Wealth, LLC | 0.01% | Reduce -4.7% | 2,318 | $138K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +5816.9% | 6,421,786 | $128K |
| Reicon Wealth Advisors, LLC | 0.09% | No change | 2,000 | $119K |
| Ancora Advisors LLC | 0.00% | Add +34.8% | 1,966 | $117K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.6% | 1,932 | $115K |
| Raelipskie Partnership | 0.05% | No change | 1,850 | $110K |
| SYM FINANCIAL Corp | 0.01% | New | 1,796 | $107K |
| Synergy Investment Management, LLC | 0.04% | New | 1,795 | $107K |
| HM Payson & Co. | 0.00% | New | 1,649 | $98K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +63.9% | 1,632 | $97K |
| Register Financial Advisors LLC | 0.03% | No change | 1,500 | $89K |
| Security National Bank | 0.01% | New | 1,500 | $89K |
| Paladin Partners, LLC | 0.06% | No change | 1,470 | $88K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $84K |
| Essential Partners LLC | 0.03% | Add +0.4% | 1,402 | $83K |
| Webster Bank, N. A. | 0.01% | No change | 1,371 | $82K |
| Larson Financial Group LLC | 0.00% | Add +1087.7% | 1,354 | $81K |
| Capital Analysts, LLC | 0.00% | Reduce -4.7% | 1,353 | $80K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,315 | $78K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,253 | $75K |
| Pacifica Partners Inc. | 0.02% | No change | 1,243 | $74K |
| Nemes Rush Group LLC | 0.01% | Reduce -12.2% | 1,236 | $74K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -67.4% | 1,183 | $70K |
| Independence Bank of Kentucky | 0.01% | No change | 1,129 | $67K |
| Cary Street Partners Financial LLC | 0.00% | New | 1,078 | $64K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -63.2% | 1,017 | $61K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,015 | $60K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -55.4% | 1,000 | $60K |
| Dunhill Financial, LLC | 0.01% | New | 938 | $56K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.0% | 933 | $56K |
| Rossby Financial, LCC | 0.01% | Add +225.1% | 933 | $55K |
| Godfrey Financial Associates, Inc. | 0.05% | Reduce -11.8% | 895 | $53K |
| Thompson Investment Management, Inc. | 0.01% | No change | 844 | $50K |
| Parkside Financial Bank & Trust | 0.00% | Add +56.9% | 841 | $50K |
| International Assets Investment Management, LLC | 0.00% | Reduce -0.1% | 826 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 813 | $48K |
| Colonial Trust Co / SC | 0.01% | Reduce -6.0% | 806 | $48K |
| Winthrop Capital Management, LLC | 0.01% | No change | 767 | $46K |
| Signaturefd, LLC | 0.00% | Reduce -64.9% | 728 | $43K |
| Wellington-Altus USA Inc. | 0.03% | No change | 727 | $43K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 712 | $42K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +99.4% | 662 | $40K |
| Clearstead Advisors, LLC | 0.00% | New | 631 | $38K |
| True Wealth Design, LLC | 0.01% | No change | 585 | $35K |
| Sunbelt Securities, Inc. | 0.00% | No change | 557 | $33K |
| GAMMA Investing LLC | 0.00% | Reduce -40.9% | 549 | $33K |
| Bell Investment Advisors, Inc | 0.01% | New | 547 | $33K |
| DT Investment Partners, LLC | 0.00% | No change | 542 | $32K |
| Crewe Advisors LLC | 0.00% | No change | 529 | $32K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 518 | $31K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 500 | $30K |
| Simplex Trading, LLC | 0.00% | New | 463 | $28K |
| JPL Wealth Management, LLC | 0.01% | New | 462 | $28K |
| Fairway Wealth LLC | 0.01% | New | 455 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +30.4% | 450 | $27K |
| First Community Trust NA | 0.02% | New | 448 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.7% | 409 | $24K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 390 | $23K |
| Networth Advisors, LLC | 0.02% | Add +924.3% | 379 | $23K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 352 | $21K |
| Anchor Investment Management, LLC | 0.00% | Add +0.6% | 341 | $20K |
| Horizon Investments, LLC | 0.00% | New | 320 | $19K |
| MRP Capital Investments, LLC | 0.02% | No change | 311 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 296 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 282 | $17K |
| Reyes Financial Architecture, Inc. | 0.01% | New | 265 | $16K |
| Manchester Capital Management LLC | 0.00% | No change | 253 | $15K |
| Abound Wealth Management | 0.00% | Add +10.2% | 249 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 245 | $15K |
| Ankerstar Wealth, LLC | 0.02% | No change | 241 | $14K |
| Bullock Wealth Management Group | 0.01% | New | 240 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 238 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -72.2% | 234 | $14K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.4% | 230 | $14K |
| YANKCOM Partnership | 0.01% | Reduce -69.7% | 230 | $14K |
| High Note Wealth, LLC | 0.00% | Add +593.5% | 215 | $13K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -50.3% | 201 | $12K |
| Transce3nd, LLC | 0.11% | No change | 201 | $12K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $12K |
| MBM Wealth Consultants, LLC | 0.00% | New | 197 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.5% | 192 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -15.9% | 191 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Add +117.9% | 183 | $11K |
| BankPlus Trust Department | 0.00% | No change | 180 | $11K |
| Founders Financial Alliance, LLC | 0.00% | New | 177 | $11K |
| Olistico Wealth, LLC | 0.00% | No change | 163 | $10K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -42.2% | 159 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 147 | $9K |
| Sachetta, LLC | 0.00% | No change | 144 | $9K |
| Financial Freedom, LLC | 0.00% | New | 141 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.7% | 138 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 137 | $8K |
| GW&K Investment Management, LLC | 0.00% | New | 132 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -35.5% | 129 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 124 | $7K |
| Evolution Wealth Management Inc. | 0.00% | New | 107 | $6K |
| WealthShield Partners, LLC | 0.00% | No change | 107 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 100 | $6K |
| NFSG Corp | 0.00% | New | 100 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| Ballast Advisors LLC | 0.00% | New | 91 | $5K |
| SHP Wealth Management | 0.00% | Add +89.6% | 91 | $5K |
| Seneschal Advisors, LLC | 0.00% | No change | 86 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 86 | $5K |
| Copia Wealth Management | 0.00% | No change | 82 | $5K |
| Tidemark, LLC | 0.00% | New | 80 | $5K |
| Lodestone Wealth Management LLC | 0.00% | No change | 77 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 72 | $4K |
| Triumph Capital Management | 0.00% | Reduce -3.2% | 60 | $4K |
| City State Bank | 0.00% | No change | 58 | $3K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +3.7% | 56 | $3K |
| Spire Wealth Management | 0.00% | Reduce -88.8% | 50 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 49 | $3K |
| Bayban | 0.00% | Reduce -85.4% | 46 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 44 | $3K |
| Curio Wealth, LLC | 0.00% | Reduce -24.0% | 38 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Activest Wealth Management | 0.00% | No change | 37 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 33 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 27 | $2K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 26 | $2K |
| Key Financial Inc | 0.00% | Reduce -33.3% | 26 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.3% | 22 | $1K |
| Vanguard National Trust Co | 0.00% | — | 22 | $1K |
| Nova Wealth Management, Inc. | 0.00% | No change | 14 | $834 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $337 |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -97.5% | 2 | $148 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $119 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $60 |
| Kozak & Associates, Inc. | 0.00% | Reduce -99.3% | 1 | $56 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.