Vanguard Short-Term TreasuryVGSHETF
13F holders, Q1 2024 (March 31)839holders
3famous investors
$58.07avg. 13F price*
At the end of Q1 2024, 839 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($1.9B), Morgan Stanley ($1.3B) and Goldman Sachs Group Inc. ($397.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $139.7M |
| Exits | 78 | $54.7M |
Ownership 839 holders
| JPMorgan Chase & Co. | 0.17% | Reduce -35.5% | 32,920,864 | $1.9B |
| Morgan Stanley | 0.10% | Add +8.7% | 21,753,308 | $1.3B |
| Goldman Sachs Group Inc. | 0.08% | Add +87.1% | 6,845,784 | $397.5M |
| Orgel Wealth Management, LLC | 10.85% | Add +6.0% | 6,813,505 | $395.7M |
| Envestnet Asset Management Inc. | 0.15% | Add +56.9% | 6,725,131 | $390.5M |
| Bank of America Corp. | 0.04% | Reduce -2.7% | 6,229,707 | $361.8M |
| Wells Fargo & Company | 0.09% | Reduce -3.4% | 6,023,812 | $349.8M |
| Municipal Employees' Retirement System of Michigan | 3.25% | Add +0.8% | 4,339,205 | $252.0M |
| Northern Trust Corp. | 0.04% | Add +32.1% | 4,260,841 | $247.4M |
| M&T Bank Corp | 0.83% | Add +3.9% | 4,093,120 | $237.7M |
| State Street Corp. | 0.01% | No change | 4,000,000 | $232.3M |
| SCS Capital Management LLC | 4.87% | Add +2.2% | 3,941,333 | $228.9M |
| UBS Group AG | 0.06% | Reduce -8.2% | 3,386,584 | $196.7M |
| Wealth Enhancement Advisory Services, LLC | 0.50% | Reduce -13.8% | 3,342,868 | $194.1M |
| Cerity Partners LLC | 0.45% | Add +72.7% | 2,939,098 | $170.7M |
| Baird Financial Group, Inc. | 0.32% | Add +9.3% | 2,634,950 | $153.0M |
| Partners Capital Investment Group, LLP | 4.37% | Reduce -37.9% | 2,513,857 | $146.0M |
| Blue Trust, Inc. | 1.88% | Reduce -20.2% | 2,301,584 | $133.7M |
| Money Design Co.,Ltd. | 7.16% | Add +3.8% | 2,265,108 | $131.5M |
| Valmark Advisers, Inc. | 2.26% | Add +1.9% | 2,234,636 | $129.8M |
| Royal Bank of Canada | 0.03% | Reduce -8.5% | 2,160,056 | $125.4M |
| Nepc LLC | 3.83% | No change | 1,913,635 | $111.1M |
| Ameriprise Financial Inc. | 0.03% | Add +7.0% | 1,805,214 | $105.6M |
| Advisory Alpha, LLC | 4.20% | Add +5.2% | 1,760,999 | $102.3M |
| Gitterman Wealth Management, LLC | 39.55% | Add +6.4% | 1,756,921 | $102.0M |
| HighTower Advisors, LLC | 0.16% | Add +8.7% | 1,747,534 | $101.5M |
| Smithfield Trust Co | 5.28% | Add +6.6% | 1,714,213 | $99.5M |
| LPL Financial LLC | 0.05% | Reduce -12.6% | 1,675,958 | $97.3M |
| Acropolis Investment Management, LLC | 5.87% | Add +9.1% | 1,544,784 | $89.7M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -1.2% | 1,485,342 | $86.3M |
| Brown Advisory Inc. | 0.11% | Reduce -13.3% | 1,471,970 | $85.5M |
| Truist Financial Corp. | 0.12% | Add +6.4% | 1,393,640 | $80.9M |
| Mercer Global Advisors Inc. | 0.23% | Add +21.9% | 1,364,377 | $79.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -47.1% | 1,324,556 | $76.9M |
| Cetera Investment Advisers | 0.18% | Add +558.0% | 1,302,815 | $75.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -12.8% | 1,252,265 | $72.7M |
| Pure Financial Advisors, LLC | 2.19% | Add +11.7% | 1,207,161 | $70.1M |
| Cornerstone Wealth Advisors, Inc. | 21.19% | Add +3.3% | 1,185,301 | $68.8M |
| Penserra Capital Management LLC | 0.86% | Add +920888.3% | 1,178,865 | $68.5M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -7.5% | 1,113,358 | $64.7M |
| Evensky & Katz LLC | 4.35% | Reduce -2.7% | 1,061,261 | $61.6M |
| First Financial Bankshares Inc | 1.38% | Add +2.7% | 1,053,092 | $61.2M |
| Merit Financial Group, LLC | 1.39% | Reduce -3.7% | 1,012,357 | $58.5M |
| AE Wealth Management LLC | 0.66% | Reduce -54.0% | 1,006,514 | $58.4M |
| Defender Capital, LLC. | 19.14% | Reduce -10.5% | 968,975 | $56.3M |
| Old National Bancorp | 1.33% | Add +22.9% | 962,885 | $55.9M |
| TD Private Client Wealth LLC | 1.76% | Add +14.3% | 923,841 | $53.6M |
| BOK Financial Private Wealth, Inc. | 3.94% | Add +14.3% | 911,394 | $52.9M |
| Chemistry Wealth Management LLC | 13.34% | Add +3.6% | 852,581 | $49.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.53% | Add +2.5% | 850,502 | $49.4M |
| Strata Wealth Advisors, LLC | 17.15% | Add +10.0% | 839,759 | $48.8M |
| Oak Harvest Investment Services | 7.92% | Add +17.4% | 821,160 | $47.7M |
| Insight 2811, Inc. | 24.20% | Add +3.4% | 810,979 | $47.1M |
| Eagle Ridge Investment Management | 4.17% | Add +3.1% | 780,049 | $45.3M |
| Federation des caisses Desjardins du Quebec | 0.33% | Add +0.8% | 778,645 | $45.2M |
| Creative Planning | 0.05% | Reduce -24.5% | 775,147 | $45.0M |
| Osaic Holdings, Inc. | 0.10% | Reduce -18.1% | 769,413 | $44.7M |
| Pacific Sage Partners, LLC | 11.32% | Reduce -0.1% | 753,104 | $43.7M |
| 1834 Investment Advisors Co. | 5.07% | Add +0.2% | 734,005 | $42.6M |
| Alta Advisers Ltd | 20.14% | Add +4.6% | 699,427 | $40.6M |
| Foundations Investment Advisors, LLC | 1.04% | Reduce -34.4% | 685,221 | $39.8M |
| Relative Value Partners Group, LLC | 2.40% | Reduce -0.7% | 651,628 | $38.1M |
| Wealth Dimensions Group, Ltd. | 11.10% | Add +1.3% | 647,249 | $37.6M |
| Mariner, LLC | 0.08% | Reduce -1.6% | 643,644 | $37.4M |
| Foster Group, Inc. | 1.84% | Add +8.9% | 639,146 | $37.1M |
| Vernal Point Advisors, LLC | 31.43% | Reduce -3.5% | 633,362 | $36.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.75% | New | 570,507 | $33.1M |
| AllGen Financial Advisors, Inc. | 12.99% | New | 549,779 | $31.9M |
| Ami Investment Management Inc. | 11.38% | Add +10.0% | 539,286 | $31.3M |
| Opus Capital Group, LLC | 4.54% | Add +2.2% | 534,950 | $31.1M |
| Presilium Private Wealth, LLC | 8.14% | Add +22.2% | 528,251 | $30.7M |
| Scopus Asset Management, L.P. | 1.00% | Add +49.3% | 522,500 | $30.3M |
| MassMutual Private Wealth & Trust, FSB | 0.94% | Add +1.7% | 522,107 | $30.3M |
| MainStreet Investment Advisors LLC | 3.58% | Reduce -0.2% | 512,865 | $29.8M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +1.8% | 502,882 | $29.2M |
| First Command Advisory Services, Inc. | 0.31% | Add +6555.1% | 502,394 | $29.2M |
| Benjamin F. Edwards & Company, Inc. | 0.52% | Reduce -1.5% | 496,487 | $28.8M |
| Herr Investment Group LLC | 8.81% | Reduce -3.3% | 488,608 | $28.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.8% | 488,099 | $28.3M |
| New York Life Investment Management LLC | 0.27% | Add +7599.4% | 469,969 | $27.3M |
| Dynasty Wealth Management, LLC | 0.85% | — | 457,188 | $26.5M |
| Bank of Nova Scotia | 0.05% | Reduce -10.8% | 449,247 | $26.1M |
| Facet Wealth, Inc. | 0.87% | Add +21.5% | 449,041 | $25.9M |
| Portland Global Advisors LLC | 3.51% | Add +30.4% | 442,896 | $25.7M |
| Hilton Capital Management, LLC | 2.30% | Reduce -36.0% | 441,494 | $25.6M |
| Delta Investment Management, LLC | 5.81% | Reduce -10.9% | 440,737 | $25.6M |
| Schiavi & Co LLC | 10.02% | Add +2.5% | 437,500 | $25.4M |
| Salomon & Ludwin, LLC | 2.17% | Add +30.4% | 435,074 | $25.3M |
| Assetmark, Inc. | 0.08% | Add +413.4% | 433,668 | $25.2M |
| American Money Management, LLC | 5.24% | Add +11.4% | 432,275 | $25.1M |
| Sollinda Capital Management LLC | 7.75% | Reduce -33.7% | 426,808 | $24.8M |
| Charles Schwab Trust Co | 2.32% | Reduce -1.1% | 422,068 | $24.5M |
| Franklin Resources Inc. | 0.01% | Add +4.0% | 415,176 | $24.1M |
| Cordant, Inc. | 13.73% | Add +1.8% | 407,925 | $23.7M |
| Five Oceans Advisors | 11.86% | Reduce -1.9% | 397,223 | $23.1M |
| Prime Capital Investment Advisors, LLC | 0.32% | Add +1100.6% | 395,016 | $22.9M |
| MML Investors Services, LLC | 0.09% | Reduce -37.1% | 385,731 | $22.4M |
| CWA Asset Management Group, LLC | 1.35% | Reduce -0.5% | 381,980 | $22.2M |
| Miller Investment Management, LP | 2.74% | Add +1.1% | 369,008 | $21.4M |
| Level Financial Advisors | 9.62% | Add +9.9% | 365,311 | $21.2M |
| Mayport, LLC | 7.85% | Add +15.3% | 354,105 | $20.6M |
| Regions Financial Corp. | 0.16% | Add +4.5% | 352,291 | $20.5M |
| Minot Capital, LP | 3.61% | No change | 352,144 | $20.4M |
| Efficient Advisors, LLC | 1.28% | Add +7.3% | 344,280 | $20.0M |
| Gould Asset Management LLC | 4.82% | Reduce -3.9% | 342,793 | $19.9M |
| Renaissance Technologies | 0.03% | Add +51.6% | 342,627 | $19.9M |
| Spire Wealth Management | 0.37% | Reduce -24.3% | 342,616 | $19.9M |
| Creative Financial Designs Inc. | 1.87% | Add +8.3% | 339,808 | $19.7M |
| Global Wealth Management Investment Advisory, Inc. | 4.83% | Add +4.0% | 339,389 | $19.7M |
| Country Club Bank | 1.33% | Add +9.0% | 325,798 | $18.9M |
| Capital Investment Advisory Services, LLC | 1.98% | Reduce -57.7% | 318,877 | $18.5M |
| Simplicity Wealth,LLC | 0.44% | Add +339.0% | 316,624 | $18.4M |
| WBH Advisory Inc. | 1.87% | Reduce -12.0% | 312,940 | $18.2M |
| Carlson Capital Management | 0.81% | Add +1.1% | 294,097 | $17.1M |
| Winch Advisory Services, LLC | 5.18% | Reduce -32.0% | 292,256 | $17.0M |
| Dai-ichi Life Holdings, Inc. | 20.47% | — | 287,300 | $16.7M |
| Wolff Financial Management LLC | 4.85% | Add +0.7% | 286,422 | $16.6M |
| Cypress Capital, LLC | 4.54% | Reduce -6.5% | 285,618 | $16.6M |
| Park Avenue Securities LLC | 0.21% | Add +12.0% | 281,983 | $16.4M |
| Montag A & Associates Inc. | 0.82% | Reduce -8.0% | 280,887 | $16.3M |
| Allen Investment Management, LLC | 0.20% | Add +1.7% | 280,168 | $16.3M |
| Raymond James & Associates | 0.01% | Reduce -25.7% | 269,558 | $15.7M |
| Northwest Wealth Management, LLC | 4.15% | Add +7.0% | 260,565 | $15.1M |
| Sand Hill Global Advisors, LLC | 0.71% | Add +1.3% | 259,209 | $15.1M |
| Horizon Financial Services, LLC | 9.48% | Reduce -0.7% | 254,384 | $14.8M |
| Voisard Asset Management Group, Inc. | 8.24% | Add +5.9% | 252,055 | $14.6M |
| Morling Financial Advisors, LLC | 8.26% | New | 248,877 | $14.5M |
| Manhattan West Asset Management, LLC | 3.45% | Add +25.6% | 247,720 | $14.4M |
| Shah Capital Management | 4.02% | Add +2.6% | 247,496 | $14.4M |
| Armstrong Advisory Group, Inc. | 1.38% | No change | 244,607 | $14.3M |
| Corient Private Wealth LP | 0.03% | Reduce -4.4% | 245,638 | $14.3M |
| Falcon Wealth Planning | 2.21% | Add +10.3% | 239,762 | $13.9M |
| Vanguard Group Inc. | 0.00% | Add +12.2% | 236,069 | $13.7M |
| Buckingham Strategic Wealth, LLC | 0.14% | Reduce -2.5% | 230,779 | $13.4M |
| Venturi Wealth Management, LLC | 0.85% | Reduce -1.9% | 227,821 | $13.2M |
| Obsidian Cio, LLC | 3.21% | Add +16.7% | 224,300 | $13.0M |
| Investure, LLC | 2.26% | No change | 222,200 | $12.9M |
| Human Investing LLC | 2.56% | Add +5.3% | 219,914 | $12.8M |
| Elm Partners Management LLC | 1.00% | Add +27.6% | 216,643 | $12.6M |
| Horizon Kinetics Asset Management LLC | 0.24% | Reduce -2.1% | 216,450 | $12.6M |
| Courier Capital LLC | 0.91% | Reduce -11.6% | 216,294 | $12.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.20% | Reduce -22.2% | 213,206 | $12.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -41.9% | 212,269 | $12.3M |
| Bleakley Financial Group, LLC | 0.35% | Reduce -3.9% | 209,946 | $12.2M |
| Jane Street Group, LLC | 0.02% | Add +2760.2% | 209,337 | $12.2M |
| EPG Wealth Management LLC | 2.94% | Reduce -4.3% | 206,671 | $12.0M |
| Whitcomb & Hess, Inc. | 3.83% | Add +5.9% | 205,340 | $11.9M |
| HB Wealth Management, LLC | 0.15% | Reduce -41.6% | 202,296 | $11.7M |
| Vectors Research Management, LLC | 3.29% | Reduce -20.5% | 200,496 | $11.6M |
| Vise Technologies, Inc. | 2.28% | Add +9.6% | 199,139 | $11.6M |
| Websterrogers Financial Advisors, LLC | 4.09% | Add +514.5% | 198,118 | $11.5M |
| Peak Asset Management, LLC | 2.27% | Add +8.8% | 196,978 | $11.4M |
| Montecito Bank & Trust | 2.28% | Reduce -17.8% | 196,642 | $11.4M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +3.2% | 194,049 | $11.3M |
| Alaethes Wealth, LLC | 4.82% | Add +1.0% | 190,088 | $11.0M |
| Conservest Capital Advisors, Inc. | 1.12% | Add +1.1% | 188,513 | $10.9M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -33.4% | 188,117 | $10.9M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -33.4% | 188,117 | $10.9M |
| Rain Capital Management, LLC | 7.30% | Reduce -6.2% | 187,643 | $10.9M |
| Unison Advisors LLC | 1.08% | Add +12.0% | 187,539 | $10.9M |
| Cambridge Trust Co. | 0.41% | Add +10.6% | 186,066 | $10.8M |
| Wells Financial Advisors INC | 7.31% | Reduce -2.5% | 184,826 | $10.7M |
| Arista Wealth Management, LLC | 7.93% | Reduce -57.5% | 178,719 | $10.4M |
| Kure Advisory, LLC | 8.86% | Add +4.1% | 178,585 | $10.4M |
| Patriot Investment Management Group, Inc. | 0.82% | Add +2.3% | 178,343 | $10.4M |
| Rogco, LP | 4.21% | Add +6.5% | 177,226 | $10.3M |
| Integrated Wealth Concepts LLC | 0.15% | Add +8.5% | 173,785 | $10.1M |
| Element Pointe Advisors, LLC | 2.58% | Add +8.1% | 173,586 | $10.1M |
| Tortoise Investment Management, LLC | 1.21% | Add +4.3% | 171,775 | $10.0M |
| Ullmann Wealth Partners Group, LLC | 1.48% | Add +3.7% | 171,774 | $10.0M |
| Stratos Wealth Advisors, LLC | 0.59% | Add +51.0% | 170,047 | $9.9M |
| Elmwood Wealth Management, Inc. | 4.21% | Add +112.1% | 169,326 | $9.8M |
| Captrust Financial Advisors | 0.04% | Add +171.3% | 169,044 | $9.8M |
| Woodmont Investment Counsel LLC | 0.82% | Reduce -3.5% | 168,113 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -74.6% | 167,500 | $9.7M |
| Monumental Financial Group Inc. | 5.07% | Add +8.7% | 164,051 | $9.5M |
| ARK & TLK Investments, LLC | 3.65% | Add +15.7% | 161,226 | $9.4M |
| Cape Ann Savings Bank | 5.73% | Add +0.8% | 157,380 | $9.1M |
| Capital Investment Services of America, Inc. | 0.87% | Add +5.8% | 156,375 | $9.1M |
| Stifel Financial Corp. | 0.01% | Reduce -20.9% | 154,120 | $8.9M |
| Muirfield Wealth Advisors LLC | 8.62% | Add +0.8% | 154,078 | $8.9M |
| Prudential PLC | 0.07% | No change | 152,392 | $8.8M |
| Safir Wealth Advisors, LLC | 7.12% | Reduce -3.5% | 149,311 | $8.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -63.3% | 149,274 | $8.7M |
| Perigon Wealth Management, LLC | 0.25% | Add +13.3% | 142,124 | $8.3M |
| Choate Investment Advisors | 0.22% | No change | 141,685 | $8.2M |
| Harbour Investments, Inc. | 0.29% | Add +13.1% | 141,609 | $8.2M |
| Bull Street Advisors, LLC | 3.89% | Reduce -2.1% | 139,948 | $8.1M |
| Colony Family Offices, LLC | 2.58% | Add +14.5% | 137,255 | $8.0M |
| SeaBridge Investment Advisors LLC | 2.06% | Reduce -13.4% | 134,883 | $7.8M |
| Lowe Brockenbrough & Co. Inc. | 0.52% | Add +19.1% | 132,568 | $7.7M |
| Empowered Funds, LLC | 0.14% | Add +7.3% | 132,684 | $7.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -71.1% | 131,557 | $7.6M |
| Summit Trail Advisors, LLC | 0.20% | Reduce -41.8% | 129,770 | $7.5M |
| Nicolet Advisory Services, LLC | 0.76% | Reduce -7.3% | 129,253 | $7.5M |
| Middleton & Co. Inc. | 0.86% | Reduce -3.1% | 127,950 | $7.4M |
| Echo45 Advisors LLC | 5.35% | Add +3.2% | 127,924 | $7.4M |
| Angeles Wealth Management, LLC | 0.74% | Reduce -10.7% | 127,360 | $7.4M |
| Brookstone Capital Management | 0.13% | Reduce -75.9% | 127,301 | $7.4M |
| Highview Capital Management LLC | 3.25% | Reduce -15.6% | 124,360 | $7.2M |
| St Germain D J Co. Inc. | 0.35% | Reduce -42.4% | 123,354 | $7.2M |
| Intelligence Driven Advisers, LLC | 1.06% | Reduce -87.2% | 123,303 | $7.2M |
| Citigroup Inc. | 0.01% | Reduce -15.2% | 122,275 | $7.1M |
| Chicago Partners Investment Group LLC | 0.30% | Add +0.0% | 122,725 | $7.1M |
| McLean Asset Management Corp | 2.40% | Add +5.3% | 121,389 | $7.0M |
| Retirement Planning Group, LLC | 0.54% | New | 120,344 | $7.0M |
| Altiora Financial Group, LLC | 1.86% | Add +19.8% | 118,257 | $6.9M |
| Hancock Whitney Corp. | 0.23% | Add +0.9% | 116,971 | $6.8M |
| National Bank of Canada | 0.01% | Reduce -3.0% | 116,587 | $6.7M |
| Treynor Bancshares, Inc. | 3.91% | Add +3.9% | 115,807 | $6.7M |
| Bokf, NA | 0.12% | Add +0.6% | 116,372 | $6.7M |
| HM Payson & Co. | 0.12% | No change | 114,700 | $6.7M |
| Beacon Financial Strategies CORP | 4.77% | Add +6.7% | 113,897 | $6.6M |
| Comerica Bank | 0.03% | Reduce -14.5% | 110,086 | $6.4M |
| Cravens & Co Advisors, LLC | 5.14% | Add +0.5% | 106,611 | $6.2M |
| Spectrum Financial Alliance Ltd LLC | 2.40% | Add +52.7% | 106,078 | $6.2M |
| Kingdom Financial Group LLC. | 4.29% | Add +72.8% | 105,119 | $6.1M |
| ETF Portfolio Partners, Inc. | 1.93% | New | 104,759 | $6.1M |
| Studio Investment Management LLC | 1.43% | Add +1.5% | 103,794 | $6.0M |
| Roundview Capital LLC | 0.49% | Add +6.4% | 103,472 | $6.0M |
| Disciplined Investments, LLC | 3.26% | Add +9.0% | 102,758 | $6.0M |
| Biltmore Wealth Management, LLC | 2.81% | No change | 101,373 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -44.4% | 100,604 | $5.8M |
| Starfox Financial Services, LLC | 4.92% | Reduce -13.2% | 100,749 | $5.8M |
| Coombe, Bender & Co LLC | 3.52% | Add +2.6% | 99,873 | $5.8M |
| Certified Advisory Corp | 0.81% | Reduce -44.5% | 99,728 | $5.8M |
| Marion Wealth Management | 1.70% | Add +2.7% | 98,062 | $5.7M |
| Signify Wealth | 9.42% | Add +20.4% | 97,778 | $5.7M |
| Farther Finance Advisors, LLC | 0.34% | Add +15.7% | 95,628 | $5.5M |
| Pegasus Partners Ltd. | 0.59% | Add +17.3% | 95,073 | $5.5M |
| Heritage Wealth Management, Inc. | 5.39% | Add +2.0% | 93,542 | $5.4M |
| One Degree Advisors Inc | 2.68% | Add +1.3% | 92,678 | $5.4M |
| Bartlett & Co. Wealth Management LLC | 0.08% | New | 91,073 | $5.3M |
| Strategic Point Investment Advisors, LLC | 0.94% | Reduce -0.3% | 89,365 | $5.2M |
| Truepoint, Inc. | 0.15% | Add +68.7% | 88,744 | $5.2M |
| Whittier Trust Co. | 0.08% | Add +5.5% | 88,662 | $5.1M |
| Signet Financial Management, LLC | 0.71% | Reduce -0.4% | 88,630 | $5.1M |
| NewEdge Wealth, LLC | 0.12% | Reduce -61.8% | 89,069 | $5.1M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -6.7% | 88,121 | $5.1M |
| Howe & Rusling Inc. | 0.49% | Add +8.7% | 87,766 | $5.1M |
| Beverly Hills Private Wealth, LLC | 1.18% | Add +100.4% | 87,387 | $5.1M |
| Trustmark Bank Trust Department | 0.41% | Add +95.7% | 86,215 | $5.0M |
| DDD Partners, LLC | 0.60% | Reduce -27.8% | 85,124 | $4.9M |
| Quadrant Capital Group LLC | 0.38% | Add +34.8% | 83,724 | $4.9M |
| Seven Post Investment Office LP | 1.18% | Add +4.3% | 83,470 | $4.8M |
| Alhambra Investment Management LLC | 2.63% | Add +1392.1% | 82,811 | $4.8M |
| REDW Wealth LLC | 1.24% | Reduce -13.7% | 79,330 | $4.6M |
| Pasadena Private Wealth, LLC | 1.05% | Add +1.2% | 78,846 | $4.6M |
| Bank of Montreal | 0.00% | Add +15.2% | 78,731 | $4.6M |
| Oppenheimer & Co. Inc. | 0.08% | Add +4.9% | 78,462 | $4.6M |
| Apella Capital, LLC | 0.23% | Reduce -37.0% | 78,201 | $4.5M |
| Trek Financial, LLC | 0.36% | Reduce -7.7% | 77,404 | $4.5M |
| Level Four Advisory Services, LLC | 0.25% | No change | 76,731 | $4.5M |
| Breakwater Investment Management | 2.06% | — | 77,035 | $4.5M |
| Valeo Financial Advisors, LLC | 0.16% | Add +5.8% | 77,360 | $4.5M |
| Values First Advisors, Inc. | 2.61% | Add +5.0% | 76,619 | $4.4M |
| Valley Financial Group, Inc. | 3.37% | Reduce -1.9% | 76,280 | $4.4M |
| Triad Investment Management | 5.27% | Reduce -0.1% | 74,838 | $4.3M |
| Scotia Capital Inc. | 0.03% | Add +0.1% | 74,752 | $4.3M |
| Signal Advisors Wealth, LLC | 1.07% | Add +11.6% | 74,566 | $4.3M |
| Cascade Wealth Advisors, Inc | 3.67% | — | 74,972 | $4.3M |
| Zacks Investment Management | 0.05% | New | 73,996 | $4.3M |
| Addison Advisors LLC | 1.47% | Add +35.5% | 73,759 | $4.3M |
| White Lighthouse Investment Management Inc. | 0.87% | Add +9.5% | 73,455 | $4.3M |
| Tillman Hartley LLC | 1.46% | Add +5.8% | 72,966 | $4.2M |
| Hara Capital LLC | 2.53% | Reduce -1.8% | 72,581 | $4.2M |
| Boston Family Office LLC | 0.30% | No change | 72,576 | $4.2M |
| Laidlaw Wealth Management LLC | 2.34% | Add +20.6% | 72,115 | $4.2M |
| SMART Wealth LLC | 1.88% | New | 71,798 | $4.2M |
| Titleist Asset Management, LLC | 0.73% | Reduce -50.9% | 71,629 | $4.2M |
| Guggenheim Capital LLC | 0.03% | Add +14.9% | 71,385 | $4.1M |
| American Investment Services, Inc. | 0.73% | Add +6.7% | 70,924 | $4.1M |
| Anchor Investment Management, LLC | 0.42% | Reduce -12.3% | 68,255 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | New | 67,171 | $3.9M |
| Marotta Asset Management | 0.80% | Add +0.0% | 66,708 | $3.9M |
| Capital Investment Counsel, LLC | 0.83% | Add +81.7% | 66,614 | $3.9M |
| Thrive Capital Management, LLC | 2.06% | New | 62,336 | $3.9M |
| Deutsche Bank AG | 0.00% | No change | 66,400 | $3.9M |
| GenTrust, LLC | 0.24% | Reduce -37.9% | 66,215 | $3.8M |
| Hayek Kallen Investment Management | 1.47% | Reduce -4.2% | 65,928 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +6.6% | 65,640 | $3.8M |
| HC Advisors, LLC | 1.80% | Add +17.3% | 65,212 | $3.8M |
| Verum Partners LLC | 1.34% | Reduce -38.5% | 64,826 | $3.8M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +13.1% | 64,659 | $3.8M |
| McDonough Capital Management, Inc | 2.94% | Reduce -8.8% | 64,245 | $3.7M |
| Fortune Financial Advisors, LLC | 2.35% | Add +15.2% | 63,439 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +24.5% | 62,786 | $3.6M |
| Culbertson A N & Co. Inc. | 0.62% | Add +8.4% | 61,574 | $3.6M |
| Family Capital Trust Co | 1.21% | Add +1.6% | 60,832 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -29.1% | 60,684 | $3.5M |
| Flow Traders U.S. LLC | 0.19% | Add +439.7% | 60,196 | $3.5M |
| Integrated Advisors Network LLC | 0.18% | Reduce -12.5% | 59,762 | $3.5M |
| Frontier Asset Management, LLC | 1.25% | Add +1.7% | 58,741 | $3.4M |
| Hexagon Capital Partners LLC | 0.76% | Add +37.6% | 58,549 | $3.4M |
| Belpointe Asset Management LLC | 0.25% | Add +11.9% | 58,416 | $3.4M |
| OneDigital Investment Advisors LLC | 0.05% | Add +71.8% | 58,135 | $3.4M |
| Betterment LLC | 0.01% | Add +4.3% | 57,344 | $3.3M |
| Custom Portfolio Group LLC | 2.74% | Add +254.0% | 61,809 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +9.3% | 57,123 | $3.3M |
| Vantage Financial Partners Ltd., Inc. | 0.86% | Add +36.1% | 56,956 | $3.3M |
| Mechanics Financial Corp | 1.68% | Add +6.0% | 55,746 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -50.2% | 55,675 | $3.2M |
| Fiduciary Trust Co | 0.05% | Add +2.1% | 55,501 | $3.2M |
| Foguth Wealth Management, LLC. | 1.72% | — | 55,332 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -27.7% | 55,011 | $3.2M |
| Checchi Capital Advisers, LLC | 0.25% | Add +9.5% | 54,394 | $3.2M |
| Sowell Financial Services LLC | 0.15% | Reduce -2.0% | 53,534 | $3.1M |
| IFP Advisors, Inc | 0.14% | Reduce -3.8% | 53,502 | $3.1M |
| Embree Financial Group | 0.60% | Reduce -13.2% | 53,063 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.31% | Add +0.5% | 52,839 | $3.1M |
| McIlrath & Eck, LLC | 0.48% | Reduce -33.4% | 52,517 | $3.0M |
| Mountain Pacific Investment Advisers LLC | 0.17% | Reduce -0.7% | 52,457 | $3.0M |
| Arvest Investments, Inc. | 0.48% | Add +5.1% | 52,435 | $3.0M |
| Cardiff Park Advisors, LLC | 0.29% | Add +4.1% | 52,399 | $3.0M |
| Financial Gravity Asset Management, Inc. | 0.85% | Reduce -92.0% | 51,892 | $3.0M |
| Seven Mile Advisory | 2.28% | Add +5.2% | 51,742 | $3.0M |
| Argent Trust Co | 0.14% | Add +7.8% | 51,661 | $3.0M |
| Roble, Belko & Company, Inc | 0.51% | Add +42.4% | 51,173 | $3.0M |
| Ridgewood Investments LLC | 1.57% | Add +4.5% | 51,175 | $3.0M |
| Windward Private Wealth Management Inc. | 1.20% | Reduce -16.9% | 50,518 | $2.9M |
| Unconventional Investor, LLC | 2.11% | Reduce -1.8% | 50,326 | $2.9M |
| Viawealth, LLC | 1.82% | Reduce -8.5% | 50,007 | $2.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -12.8% | 49,985 | $2.9M |
| Seizert Capital Partners, LLC | 0.13% | Add +1.4% | 49,976 | $2.9M |
| BlueDrive Global Investors LLP | 4.83% | No change | 49,825 | $2.9M |
| Sage Mountain Advisors LLC | 0.30% | Reduce -21.6% | 49,277 | $2.9M |
| Marietta Wealth Management, LLC | 0.46% | Add +10.0% | 48,210 | $2.8M |
| PYA Waltman Capital, LLC | 1.04% | Reduce -15.8% | 48,096 | $2.8M |
| Kovack Advisors, Inc. | 0.34% | Reduce -0.5% | 47,690 | $2.8M |
| Sage Investment Advisers LLC | 3.17% | Reduce -0.3% | 47,571 | $2.8M |
| Birchcreek Wealth Management, LLC | 1.45% | Reduce -1.2% | 47,421 | $2.8M |
| Transcendent Capital Group LLC | 1.59% | Reduce -24.7% | 47,243 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -57.8% | 46,553 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.33% | Add +4.7% | 46,305 | $2.7M |
| First American Trust, FSB | 0.28% | Add +14.7% | 46,248 | $2.7M |
| Executive Wealth Group LLC | 0.55% | Add +201.0% | 45,295 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Add +10.2% | 45,279 | $2.6M |
| Birchbrook, Inc. | 1.55% | Add +44.8% | 44,921 | $2.6M |
| Algorithmic Investment Models, LLC | 1.91% | Reduce -1.5% | 44,813 | $2.6M |
| Successful Portfolios LLC | 1.77% | Reduce -0.6% | 44,790 | $2.6M |
| Rockingstone Advisors LLC | 1.34% | Reduce -1.8% | 44,593 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -14.4% | 44,063 | $2.6M |
| Two Sigma Securities, LLC | 0.12% | New | 42,280 | $2.5M |
| R. W. Roge & Company, Inc. | 1.47% | Add +1107.9% | 41,939 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +43.2% | 41,746 | $2.4M |
| Greenwood Capital Associates LLC | 0.32% | Reduce -22.8% | 41,456 | $2.4M |
| Awm Capital, LLC | 0.40% | New | 41,228 | $2.4M |
| Lincoln National Corp. | 0.04% | Add +8.0% | 40,801 | $2.4M |
| Estate Counselors, LLC | 0.27% | Reduce -96.3% | 40,360 | $2.3M |
| Smith & Howard Wealth Management, LLC | 0.72% | Reduce -25.1% | 40,334 | $2.3M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -18.2% | 40,176 | $2.3M |
| Headinvest, LLC | 0.45% | Reduce -1.0% | 40,138 | $2.3M |
| Basso Capital Management, L.P. | 2.18% | Reduce -4.4% | 39,725 | $2.3M |
| TrueWealth Advisors, LLC | 0.89% | Reduce -10.2% | 39,633 | $2.3M |
| Balentine LLC | 0.07% | Reduce -26.9% | 39,457 | $2.3M |
| Shufro Rose & Co. LLC | 0.18% | Add +28.3% | 38,491 | $2.2M |
| Steel Grove Capital Advisors, LLC | 0.29% | Reduce -17.8% | 38,203 | $2.2M |
| Investment Advisory Group, LLC | 0.92% | Add +6.3% | 38,178 | $2.2M |
| Nwam LLC | 0.18% | Add +1.8% | 38,287 | $2.2M |
| Quadrature Capital Ltd | 0.04% | New | 37,627 | $2.2M |
| Inspire Advisors, LLC | 0.30% | Reduce -22.8% | 37,480 | $2.2M |
| FWG Investments, LLC. | 2.35% | Add +126.6% | 37,344 | $2.2M |
| RFG Advisory, LLC | 0.07% | Add +14.6% | 36,941 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +23.6% | 36,641 | $2.1M |
| WMS Partners, LLC | 0.14% | Reduce -6.6% | 35,963 | $2.1M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -27.3% | 35,759 | $2.1M |
| Verus Financial Partners, Inc. | 0.24% | Reduce -0.1% | 35,628 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +187.9% | 35,527 | $2.1M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Reduce -50.4% | 35,100 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.77% | Add +7.3% | 35,080 | $2.0M |
| Faithward Advisors, LLC | 0.37% | New | 34,900 | $2.0M |
| Principle Wealth Partners LLC | 0.16% | Reduce -15.9% | 34,866 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -9.2% | 34,500 | $2.0M |
| Cibc World Market Inc. | 0.01% | Reduce -5.3% | 34,365 | $2.0M |
| True Vision MN LLC | 1.40% | Add +2.4% | 34,546 | $2.0M |
| AlphaStar Capital Management, LLC | 0.20% | Add +17.4% | 33,898 | $2.0M |
| CJM Wealth Advisers, Ltd. | 0.74% | Reduce -22.7% | 33,820 | $2.0M |
| Benjamin Edwards Inc. | 0.39% | Reduce -40.0% | 33,710 | $2.0M |
| Institute for Wealth Management, LLC. | 0.25% | Reduce -9.0% | 33,645 | $2.0M |
| Independent Financial Group, LLC | 0.09% | Add +39.9% | 33,141 | $1.9M |
| Summit Wealth Partners, LLC | 0.40% | Add +10.0% | 32,501 | $1.9M |
| Davis R M Inc. | 0.04% | Add +7.2% | 31,684 | $1.8M |
| Advisory Research Inc. | 0.36% | No change | 31,567 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | No change | 31,380 | $1.8M |
| Abbrea Capital, LLC | 0.24% | Add +502.1% | 31,099 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -57.9% | 30,969 | $1.8M |
| CWS Financial Advisors, LLC | 0.72% | Add +6.7% | 30,417 | $1.8M |
| Ethos Financial Group, LLC | 0.34% | Reduce -9.7% | 30,419 | $1.8M |
| Investment Management Associates Inc. | 0.61% | Reduce -0.0% | 30,308 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Reduce -17.4% | 30,242 | $1.8M |
| DB Fitzpatrick & Co, Inc | 1.61% | Add +13.3% | 30,232 | $1.8M |
| Community Financial Services Group, LLC | 0.39% | — | 29,592 | $1.7M |
| One Day In July LLC | 0.23% | Reduce -9.3% | 29,307 | $1.7M |
| Blair William & Co. | 0.01% | Reduce -5.4% | 28,981 | $1.7M |
| American Trust | 0.14% | Reduce -85.3% | 28,652 | $1.7M |
| Anderson Hoagland & Co. | 0.19% | New | 28,780 | $1.7M |
| Arden Trust Co | 0.23% | No change | 28,461 | $1.7M |
| Legacy Edge Advisors, LLC | 0.34% | Reduce -60.2% | 28,413 | $1.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +21524.4% | 28,328 | $1.6M |
| Beaird Harris Wealth Management, LLC | 0.16% | Add +461.5% | 27,795 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +3.6% | 27,577 | $1.6M |
| Centurion Wealth Management LLC | 0.63% | Reduce -79.4% | 27,440 | $1.6M |
| Eudaimonia Partners, LLC | 0.38% | New | 27,407 | $1.6M |
| PFG Investments, LLC | 0.10% | Reduce -17.1% | 27,259 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.36% | Reduce -9.2% | 27,087 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +2.8% | 26,887 | $1.6M |
| Marshfield Associates | 0.03% | No change | 26,867 | $1.6M |
| Leavell Investment Management, Inc. | 0.09% | No change | 26,507 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Reduce -13.1% | 26,438 | $1.5M |
| Hills Bank & Trust Co | 0.13% | New | 25,822 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.05% | Add +525.3% | 25,712 | $1.5M |
| Accurate Wealth Management, LLC | 0.43% | Add +224.8% | 25,690 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.24% | Add +66.7% | 25,410 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -23.1% | 25,174 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -5.4% | 25,144 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.43% | Add +15.4% | 25,047 | $1.5M |
| Bush Investment Group, LLC | 1.27% | Reduce -73.2% | 24,690 | $1.4M |
| Focus Partners Wealth | 0.01% | Add +344.2% | 24,108 | $1.4M |
| Summit Global Investments | 0.10% | Reduce -5.4% | 24,061 | $1.4M |
| Great Waters Wealth Management | 0.23% | Reduce -24.4% | 24,006 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Reduce -2.0% | 23,281 | $1.4M |
| Blume Capital Management, Inc. | 0.33% | Reduce -4.2% | 23,090 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Reduce -8.6% | 23,039 | $1.3M |
| Waverly Advisors, LLC | 0.03% | Add +8.6% | 22,943 | $1.3M |
| First Horizon Advisors, Inc. | 0.04% | Add +84.1% | 22,894 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -50.0% | 22,805 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 22,631 | $1.3M |
| Kowal Investment Group, LLC | 0.28% | New | 22,521 | $1.3M |
| Bray Capital Advisors | 0.33% | No change | 22,429 | $1.3M |
| Towneley Capital Management, Inc / DE | 0.32% | No change | 22,294 | $1.3M |
| Curran Financial Partners, LLC | 0.45% | Add +11.0% | 22,292 | $1.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.04% | Reduce -39.8% | 22,063 | $1.3M |
| Iron Gate Global Advisors LLC | 0.23% | Add +25.9% | 22,017 | $1.3M |
| Crabel Capital Management, LLC | 1.10% | Add +28.4% | 21,844 | $1.3M |
| Arax Advisory Partners | 0.13% | Reduce -0.1% | 21,667 | $1.3M |
| Cwm, LLC | 0.01% | Add +239.6% | 21,546 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Add +0.8% | 21,128 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.7% | 21,013 | $1.2M |
| Barton Investment Management | 0.15% | Add +6.8% | 20,929 | $1.2M |
| PFG Advisors | 0.09% | Add +1.7% | 20,833 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -34.1% | 20,696 | $1.2M |
| Lifeworks Advisors, LLC | 0.34% | Reduce -22.5% | 20,633 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -6.7% | 20,541 | $1.2M |
| Lutz Financial Services LLC | 0.10% | Reduce -57.7% | 20,123 | $1.2M |
| Klingman & Associates, LLC | 0.08% | Reduce -8.3% | 20,060 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.96% | No change | 20,000 | $1.2M |
| GYL Financial Synergies, LLC | 0.09% | Reduce -11.3% | 19,975 | $1.2M |
| Orcam Financial Group | 1.27% | Add +6.9% | 19,943 | $1.2M |
| LaFleur & Godfrey LLC | 0.17% | Add +0.9% | 19,788 | $1.1M |
| DeDora Capital, Inc. | 0.36% | No change | 19,353 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -5.0% | 19,330 | $1.1M |
| VERITY Wealth Advisors | 0.86% | Add +37.2% | 19,308 | $1.1M |
| RS Crum Inc. | 0.30% | Reduce -57.0% | 19,025 | $1.1M |
| LCNB Corp. | 0.40% | Add +375.0% | 19,000 | $1.1M |
| JPL Wealth Management, LLC | 0.60% | Add +4.2% | 18,797 | $1.1M |
| Legacy Wealth Asset Management, LLC | 0.30% | Add +5.7% | 18,650 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Reduce -77.2% | 18,648 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +65.3% | 18,663 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | No change | 18,490 | $1.1M |
| Rathbones Group PLC | 0.01% | No change | 18,120 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.1% | 17,550 | $1.0M |
| Heritage Wealth Partners, LLC | 2.07% | No change | 17,405 | $1.0M |
| Sepio Capital, LP | 0.09% | No change | 17,372 | $1.0M |
| Applied Capital LLC | 0.60% | Reduce -54.8% | 17,274 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.19% | Reduce -25.2% | 17,263 | $1.0M |
| Red Tortoise LLC | 0.55% | Add +0.6% | 16,907 | $982K |
| Arete Wealth Advisors, LLC | 0.09% | Add +17.7% | 16,885 | $980K |
| Hamilton Wealth, LLC | 0.31% | Reduce -6.6% | 16,874 | $980K |
| Advanced Asset Management Advisors Inc | 0.24% | Add +18.5% | 16,854 | $979K |
| Agf Management Ltd. | 0.01% | Add +8.2% | 16,825 | $977K |
| Sterling Investment Management, LLC | 0.69% | Reduce -10.2% | 16,754 | $973K |
| Wedmont Private Capital | 0.07% | Reduce -42.6% | 16,732 | $967K |
| Perennial Advisors, LLC | 0.22% | Reduce -0.2% | 16,469 | $956K |
| Synergy Asset Management, LLC | 0.16% | Add +5.8% | 16,414 | $953K |
| Kuhn & Co Investment Counsel | 0.89% | Add +7.2% | 16,329 | $948K |
| Northeast Financial Group, Inc. | 0.42% | Reduce -4.6% | 16,275 | $945K |
| Tolleson Wealth Management, Inc. | 0.18% | No change | 16,164 | $939K |
| Bear Mountain Capital, Inc. | 0.40% | Add +2.4% | 15,969 | $921K |
| Benchmark Wealth Management, LLC | 0.50% | Reduce -28.1% | 15,688 | $911K |
| CoreCap Advisors, LLC | 0.05% | New | 15,609 | $906K |
| Grove Bank & Trust | 0.15% | No change | 15,571 | $904K |
| Proffitt & Goodson Inc. | 0.16% | Add +0.2% | 15,390 | $894K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -17.4% | 15,250 | $886K |
| First County Bank | 0.43% | Reduce -2.0% | 15,134 | $879K |
| Pathstone Holdings, LLC | 0.00% | Add +30.3% | 15,134 | $879K |
| Prairiewood Capital, LLC | 0.41% | Add +66.5% | 15,126 | $878K |
| Glenview Trust Co | 0.02% | No change | 15,111 | $877K |
| Rockbridge Investment Management, LCC | 0.13% | Add +1.5% | 15,011 | $872K |
| Lake Hills Wealth Management, LLC | 0.78% | New | 15,004 | $871K |
| World Investment Advisors | 0.12% | Reduce -5.6% | 14,813 | $860K |
| Snowden Capital Advisors LLC | 0.03% | New | 14,781 | $858K |
| N.E.W. Advisory Services LLC | 0.09% | Reduce -4.3% | 14,502 | $842K |
| Chandler Asset Management, Inc. | 0.17% | Add +8.0% | 14,475 | $841K |
| LGL Partners, LLC | 0.14% | Reduce -8.9% | 14,376 | $835K |
| Synovus Financial Corp. | 0.01% | Reduce -0.6% | 14,114 | $820K |
| Redwood Investment Management, LLC | 0.08% | Add +0.7% | 14,107 | $819K |
| Ruedi Wealth Management, Inc. | 0.34% | Reduce -37.4% | 14,074 | $817K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -48.7% | 14,073 | $817K |
| Connectus Wealth, LLC | 0.02% | Reduce -4.9% | 13,834 | $803K |
| Equitable Holdings, Inc. | 0.01% | Reduce -10.6% | 13,818 | $802K |
| FFT Wealth Management LLC | 0.07% | Reduce -31.6% | 13,771 | $800K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.34% | Add +53.3% | 13,858 | $799K |
| Avaii Wealth Management, LLC | 0.46% | Add +6.0% | 13,634 | $792K |
| Raffa Wealth Management, LLC | 0.23% | Add +69.0% | 13,455 | $781K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -6.6% | 13,352 | $775K |
| D.A. Davidson & Co. | 0.01% | Add +2.3% | 13,212 | $767K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +7.2% | 13,170 | $765K |
| Aspiriant, LLC | 0.03% | Reduce -35.5% | 13,169 | $765K |
| Leuthold Group, LLC | 0.09% | No change | 13,027 | $756K |
| Clarity Capital Advisors, LLC | 0.60% | Add +123.3% | 12,847 | $746K |
| NorthCoast Asset Management LLC | 0.01% | Add +111.2% | 12,812 | $744K |
| Dakota Wealth Management | 0.02% | Reduce -0.6% | 12,770 | $742K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -9.5% | 13,192 | $742K |
| Addis & Hill, Inc | 0.63% | Reduce -1.3% | 12,817 | $741K |
| Columbus Macro, LLC | 0.28% | Add +0.6% | 12,716 | $738K |
| Authentikos Wealth Advisory, LLC | 0.74% | Add +5.8% | 12,695 | $737K |
| Alpha Cubed Investments, LLC | 0.04% | Add +52.1% | 12,695 | $737K |
| Wealthspire Retirement, LLC | 0.06% | Add +13.9% | 12,572 | $730K |
| Smartleaf Asset Management LLC | 0.14% | Add +62.4% | 12,469 | $725K |
| CW Advisors, LLC | 0.01% | Add +0.4% | 12,416 | $721K |
| Rothschild Wealth LLC | 0.25% | — | 12,399 | $720K |
| Essex Bank | 0.21% | No change | 12,300 | $717K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 12,243 | $711K |
| SG Americas Securities, LLC | 0.00% | Reduce -43.9% | 12,101 | $703K |
| Raab & Moskowitz Asset Management LLC | 0.20% | Reduce -2.0% | 12,096 | $702K |
| MBA Advisors LLC | 0.36% | Add +0.6% | 12,095 | $702K |
| MMBG Investment Advisors Co. | 0.07% | No change | 12,090 | $700K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +1.1% | 11,839 | $687K |
| Cornerstone Advisory, LLC | 0.10% | Reduce -22.8% | 11,800 | $685K |
| L.M. Kohn & Company | 0.19% | No change | 11,770 | $683K |
| AEGON USA Investment Management, LLC | 0.68% | New | 11,419 | $663K |
| LRI Investments, LLC | 0.17% | — | 11,365 | $660K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -6.1% | 11,264 | $654K |
| HRT Financial LP | 0.00% | Reduce -79.7% | 11,080 | $643K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -76.8% | 11,049 | $639K |
| Defined Wealth Management, LLC | 0.46% | Reduce -0.1% | 10,933 | $635K |
| LifePlan Investment Advisors, Inc. | 0.51% | New | 10,925 | $634K |
| Cadent Capital Advisors, LLC | 0.25% | Reduce -0.5% | 10,924 | $634K |
| Valley Wealth Managers, Inc. | 0.05% | Add +4.5% | 10,793 | $627K |
| Capital Advisors Inc. | 0.01% | Reduce -36.5% | 10,499 | $610K |
| Monument Group Wealth Advisors, LLC | 0.45% | No change | 10,490 | $609K |
| Evergreen Capital Management LLC | 0.02% | No change | 10,440 | $606K |
| Girard Partners LTD. | 0.06% | Reduce -71.4% | 10,403 | $604K |
| Guardian Capital Advisors LP | 0.06% | Add +1.2% | 10,410 | $600K |
| Trust Point Inc. | 0.05% | Reduce -12.2% | 10,339 | $600K |
| Ameraudi Asset Management, Inc. | 0.28% | Add +42.7% | 10,270 | $596K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.5% | 10,106 | $587K |
| Cadence Bank | 0.04% | Reduce -4.1% | 9,842 | $572K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 9,804 | $569K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +23.7% | 9,681 | $562K |
| Arkansas Financial Group, Inc. | 0.10% | No change | 9,644 | $560K |
| Lido Advisors, LLC | 0.01% | Reduce -54.4% | 9,554 | $555K |
| Slagle Financial, LLC | 0.30% | Reduce -31.3% | 9,508 | $552K |
| Dopkins Wealth Management, LLC | 0.33% | No change | 9,500 | $552K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -96.5% | 9,495 | $551K |
| Vertex Planning Partners, LLC | 0.15% | Add +25.0% | 9,479 | $550K |
| Bright Futures Wealth Management, LLC. | 0.29% | — | 9,382 | $544K |
| Versant Capital Management, Inc | 0.15% | Add +2.1% | 9,267 | $538K |
| Allworth Financial LP | 0.00% | Reduce -80.3% | 9,141 | $531K |
| Invesco Ltd. | 0.00% | Add +5.8% | 8,972 | $521K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -17.7% | 8,893 | $516K |
| Cedar Wealth Management, LLC | 0.17% | Reduce -9.8% | 8,829 | $513K |
| Essential Planning, LLC. | 0.26% | No change | 8,732 | $509K |
| Arlington Trust Co LLC | 0.13% | Reduce -3.4% | 8,755 | $508K |
| Keebeck Wealth Management | 0.07% | No change | 8,740 | $508K |
| Braun-Bostich & Associates Inc. | 0.42% | Add +13.7% | 8,730 | $507K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +30.0% | 8,660 | $503K |
| Novak & Powell Financial Services, Inc. | 0.37% | No change | 8,600 | $499K |
| Snider Financial Group | 0.21% | Reduce -8.1% | 8,542 | $496K |
| Petra Financial Advisors Inc. | 0.36% | No change | 8,492 | $493K |
| Fifth Third Bancorp | 0.00% | Add +36.0% | 8,467 | $492K |
| Modern Wealth Management, LLC | 0.04% | New | 8,330 | $483K |
| Keene & Associates, Inc. | 0.36% | Reduce -11.2% | 8,282 | $481K |
| Keybank National Association | 0.00% | Add +4.2% | 8,271 | $480K |
| ProVise Management Group, LLC | 0.04% | Reduce -2.5% | 8,238 | $478K |
| Evanson Asset Management, LLC | 0.04% | Add +12.8% | 8,230 | $478K |
| REAP Financial Group, LLC | 0.13% | Add +2.8% | 8,129 | $472K |
| Avion Wealth | 0.13% | No change | 8,040 | $467K |
| Buttonwood Financial Advisors Inc. | 0.22% | Reduce -6.5% | 7,988 | $464K |
| Private Trust Co. NA | 0.05% | Reduce -3.5% | 7,953 | $462K |
| Dentgroup LLC | 0.38% | Add +0.7% | 7,882 | $458K |
| Balboa Wealth Partners | 0.14% | Reduce -44.9% | 7,801 | $453K |
| Arkadios Wealth Advisors | 0.03% | Add +36.4% | 7,605 | $442K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.6% | 7,516 | $436K |
| Stokes Family Office, LLC | 0.05% | No change | 7,435 | $432K |
| Stephens Inc. | 0.01% | Add +7.3% | 7,401 | $430K |
| Clear Creek Financial Management, LLC | 0.05% | Add +6.5% | 7,390 | $429K |
| Kendall Capital Management | 0.15% | Add +2.4% | 7,298 | $424K |
| Csenge Advisory Group | 0.02% | Add +17.3% | 7,240 | $420K |
| Mission Wealth Management, LP | 0.01% | Reduce -14.0% | 7,223 | $419K |
| StoneX Group Inc. | 0.04% | Reduce -60.1% | 7,177 | $417K |
| Sfmg, LLC | 0.04% | Reduce -8.7% | 7,172 | $416K |
| Life Line Wealth Management LLC | 0.15% | Reduce -1.7% | 7,011 | $407K |
| Sovereign Financial Group, Inc. | 0.11% | New | 7,000 | $406K |
| Laraway Financial Advisors Inc | 0.35% | Reduce -1.4% | 6,922 | $402K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +11.5% | 6,915 | $402K |
| NBT Bank, N.A. | 0.03% | Add +33.0% | 6,243 | $400K |
| Hurlow Wealth Management Group, Inc. | 0.14% | Add +2.1% | 6,871 | $399K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.8% | 6,895 | $398K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.7% | 6,835 | $397K |
| Silver Oak Advisory Group, Inc. | 0.22% | New | 6,666 | $388K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 6,648 | $386K |
| Pacific Financial Group Inc. | 0.27% | Add +9.0% | 6,647 | $386K |
| Oakworth Capital, Inc. | 0.03% | Add +190.3% | 6,640 | $386K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +4.2% | 6,632 | $385K |
| AllSquare Wealth Management LLC | 0.23% | Add +45.4% | 6,628 | $385K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 6,594 | $383K |
| Texas Capital Bancshares Inc | 0.17% | No change | 6,473 | $376K |
| Continental Investors Services, Inc. | 0.89% | Add +68.5% | 6,496 | $375K |
| Buska Wealth Management, LLC | 0.16% | — | 6,433 | $374K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -27.0% | 6,386 | $371K |
| Vicus Capital | 0.03% | Add +0.7% | 6,373 | $370K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -13.0% | 6,323 | $367K |
| Maripau Wealth Management LLC | 0.27% | Add +2.3% | 6,285 | $365K |
| Peterson Financial Group, Inc. | 2.37% | Add +0.1% | 6,259 | $363K |
| Koshinski Asset Management, Inc. | 0.04% | New | 6,239 | $362K |
| First Bancorp, Inc | 0.27% | Reduce -28.2% | 6,221 | $361K |
| US Bancorp \de | 0.00% | Reduce -9.6% | 6,219 | $361K |
| FinTrust Capital Advisors, LLC | 0.07% | Add +0.1% | 6,127 | $356K |
| SageView Advisory Group, LLC | 0.02% | New | 3,039 | $355K |
| Physician Wealth Solutions Inc. | 0.30% | Reduce -13.3% | 6,087 | $353K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -81.8% | 5,994 | $348K |
| Southland Equity Partners LLC | 0.10% | New | 5,948 | $345K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -6.1% | 5,857 | $340K |
| Mather Group, Llc. | 0.01% | No change | 5,801 | $338K |
| Bragg Financial Advisors, Inc | 0.02% | Add +7.8% | 5,823 | $338K |
| Peterson Wealth Advisors, LLC | 0.07% | Reduce -11.3% | 5,780 | $336K |
| Jacobsen Capital Management | 0.15% | Reduce -89.5% | 5,727 | $333K |
| Twin Lakes Capital Management, LLC | 0.22% | Add +0.5% | 5,667 | $329K |
| Opal Wealth Advisors, LLC | 0.11% | Add +39.2% | 5,643 | $328K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.8% | 5,631 | $327K |
| Oak Family Advisors, LLC | 0.12% | New | 5,557 | $323K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -10.4% | 5,550 | $322K |
| Savvy Advisors, Inc. | 0.19% | New | 5,533 | $321K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -12.8% | 5,495 | $319K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +6.6% | 5,462 | $317K |
| Narus Financial Partners, LLC | 0.13% | Reduce -0.2% | 5,435 | $316K |
| Financial Counselors Inc. | 0.01% | New | 5,409 | $314K |
| Albion Financial Group | 0.02% | Reduce -5.1% | 5,375 | $312K |
| Ignite Planners, LLC | 0.09% | New | 5,398 | $312K |
| Easterly Investment Partners LLC | 0.02% | Add +4.0% | 5,334 | $310K |
| Financial & Tax Architects, LLC | 0.09% | No change | 5,320 | $309K |
| Sage Financial Management Group, Inc. | 0.15% | Reduce -78.9% | 5,293 | $307K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -87.5% | 5,278 | $306K |
| Personal Cfo Solutions, LLC | 0.05% | No change | 5,270 | $306K |
| Choreo, LLC | 0.01% | No change | 5,253 | $305K |
| Cora Capital Advisors LLC | 0.16% | No change | 5,250 | $305K |
| Centaurus Financial, Inc. | 0.02% | Reduce -15.5% | 5,234 | $304K |
| Kraft Asset Management, LLC | 0.24% | Reduce -0.8% | 5,199 | $302K |
| Founders Financial Securities LLC | 0.03% | Add +1.1% | 5,147 | $299K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -5.8% | 5,077 | $293K |
| TFB Advisors LLC | 0.11% | Add +14.9% | 5,081 | $292K |
| Horizon Investments, LLC | 0.01% | Add +0.8% | 5,031 | $290K |
| Kitching Partners, LLC | 0.54% | Add +0.7% | 4,911 | $285K |
| Spinnaker Investment Group, LLC | 0.08% | No change | 4,895 | $284K |
| Bellecapital International Ltd. | 0.06% | Reduce -6.3% | 4,879 | $283K |
| Sovereign Investment Advisors, LLC | 0.10% | No change | 4,874 | $283K |
| Bank of Hawaii | 0.01% | No change | 4,783 | $278K |
| Diversify Advisory Services, LLC | 0.02% | — | 4,802 | $277K |
| Millennium Management | 0.00% | Reduce -92.1% | 4,684 | $272K |
| SpiderRock Advisors, LLC | 0.01% | — | 4,682 | $271K |
| FSA Advisors, Inc. | 0.29% | New | 4,639 | $269K |
| CGN Advisors LLC | 0.03% | Reduce -7.0% | 4,569 | $265K |
| Independent Advisor Alliance | 0.01% | Add +21.4% | 4,562 | $265K |
| Berger Financial Group, Inc | 0.02% | No change | 4,520 | $262K |
| Silver Oak Securities, Incorporated | 0.04% | Add +19.9% | 4,514 | $262K |
| Shayne & Jacobs, LLC | 0.07% | No change | 4,500 | $261K |
| Essex Financial Services, Inc. | 0.02% | Reduce -16.2% | 4,436 | $258K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +8.8% | 4,430 | $257K |
| PBMares Wealth Management LLC | 0.07% | No change | 4,430 | $257K |
| E&G Advisors, LLC | 0.08% | No change | 4,425 | $257K |
| Rothschild Capital Partners, LLC | 0.07% | Add +12.3% | 4,421 | $257K |
| Sather Financial Group Inc | 0.02% | New | 4,338 | $252K |
| Advisor Resource Council | 0.11% | Reduce -78.4% | 4,308 | $251K |
| OneAscent Wealth Management LLC | 0.10% | Reduce -2.6% | 4,316 | $251K |
| Planning Center, Inc. | 0.05% | No change | 4,321 | $251K |
| Alpha Omega Group, Inc. | 0.35% | Reduce -30.2% | 4,317 | $251K |
| GeoWealth Management, LLC | 0.01% | New | 4,312 | $250K |
| Jacobi Capital Management LLC | 0.02% | Add +0.5% | 4,243 | $246K |
| Aries Wealth Management | 0.08% | Add +8.9% | 4,190 | $243K |
| Goldstone Financial Group, LLC | 0.06% | Reduce -9.8% | 4,190 | $243K |
| CENTRAL TRUST Co | 0.01% | Add +1.5% | 4,160 | $242K |
| Fourpath Capital Management, LLC | 0.17% | No change | 4,135 | $240K |
| Johnson Financial Group, LLC | 0.03% | Reduce -22.2% | 4,121 | $239K |
| Roger Wittlin Investment Advisory, LLC | 0.17% | Add +0.7% | 4,083 | $237K |
| Meritas Wealth Management, LLC | 0.16% | Add +0.7% | 4,045 | $235K |
| Brickley Wealth Management | 0.05% | No change | 4,008 | $233K |
| IMPACTfolio, LLC | 0.14% | Reduce -23.4% | 4,006 | $233K |
| Roth Financial Partners LLC | 0.10% | New | 3,977 | $231K |
| Compound Planning, Inc. | 0.02% | Reduce -2.4% | 3,957 | $230K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -95.7% | 3,949 | $229K |
| American State Bank (Iowa) | 0.15% | Reduce -52.7% | 3,944 | $229K |
| Trinity Wealth Management, LLC | 0.12% | Reduce -15.7% | 3,930 | $228K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -35.5% | 3,924 | $228K |
| Legacy PCG, LLC | 0.14% | Reduce -10.1% | 3,884 | $226K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 3,870 | $225K |
| New Century Financial Group, LLC | 0.15% | New | 3,853 | $224K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,872 | $223K |
| Arcadia Wealth Management, LLC | 0.14% | New | 3,806 | $221K |
| Fisher Asset Management | 0.00% | Reduce -6.0% | 3,793 | $220K |
| AlTi Global, Inc. | 0.01% | No change | 3,782 | $220K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 3,778 | $219K |
| Veracity Capital LLC | 0.09% | Add +6.0% | 3,770 | $219K |
| Napatree Capital LLC | 0.21% | No change | 3,791 | $219K |
| Clear Point Advisors Inc. | 0.18% | Add +0.5% | 3,760 | $218K |
| Balefire, LLC | 0.08% | Add +19.8% | 3,747 | $218K |
| Tradewinds, LLC. | 0.10% | — | 3,722 | $217K |
| Black Diamond Financial, LLC | 0.06% | No change | 3,722 | $217K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 3,720 | $216K |
| Coston, McIsaac & Partners | 0.07% | Reduce -6.3% | 3,729 | $216K |
| S. R. Schill & Associates | 0.09% | Reduce -5.8% | 3,710 | $215K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 3,692 | $214K |
| Central Valley Advisors, LLC | 0.11% | Add +0.5% | 3,676 | $213K |
| IVC Wealth Advisors LLC | 0.12% | Add +1.2% | 3,618 | $210K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -57.3% | 3,615 | $210K |
| Arcadia Investment Advisors LLC | 0.12% | Add +0.5% | 3,614 | $210K |
| Fiera Capital Corp | 0.00% | Reduce -18.7% | 3,609 | $210K |
| B&D White Capital Company, LLC | 0.05% | No change | 3,582 | $208K |
| Integrity Wealth Solutions LLC | 0.14% | Reduce -37.3% | 3,564 | $207K |
| Ballentine Capital Advisors, Inc | 0.11% | No change | 3,542 | $205K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,504 | $203K |
| Strategic Financial Services, Inc. | 0.01% | Reduce -6.0% | 3,501 | $203K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.5% | 3,497 | $203K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,475 | $202K |
| Delta Financial Group, Inc. | 0.06% | No change | 3,458 | $201K |
| AdvisorNet Financial, Inc | 0.02% | No change | 3,330 | $193K |
| Larson Financial Group LLC | 0.01% | Reduce -7.8% | 3,237 | $188K |
| True Wealth Design, LLC | 0.05% | New | 3,189 | $185K |
| United Community Bank | 0.07% | Add +36.0% | 3,130 | $182K |
| Atticus Wealth Management, LLC | 0.06% | Add +0.2% | 3,099 | $180K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 3,074 | $179K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,000 | $174K |
| Dynamic Wealth Strategies, LLC | 0.15% | Reduce -94.7% | 2,954 | $172K |
| FMR LLC | 0.00% | Add +207.1% | 2,902 | $169K |
| Parkside Financial Bank & Trust | 0.03% | Add +9.0% | 2,835 | $165K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 2,726 | $158K |
| Caitlin John, LLC | 0.12% | Reduce -9.8% | 2,712 | $157K |
| Pineridge Advisors LLC | 0.05% | Reduce -14.9% | 2,657 | $154K |
| MidAtlantic Capital Management, Inc. | 0.13% | Reduce -3.7% | 2,573 | $149K |
| American Capital Advisory, LLC | 0.13% | New | 2,500 | $146K |
| Financial Management Professionals, Inc. | 0.02% | Add +22.5% | 2,496 | $145K |
| C M Bidwell & Associates Ltd. | 0.10% | Add +51.7% | 2,465 | $143K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $133K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -65.4% | 2,283 | $133K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -12.0% | 2,259 | $131K |
| General Partner, Inc. | 0.08% | New | 2,250 | $131K |
| WealthShield Partners, LLC | 0.02% | Add +1754.5% | 2,244 | $130K |
| Boyd Watterson Asset Management LLC | 0.05% | Reduce -63.7% | 2,223 | $129K |
| Global Retirement Partners, LLC | 0.00% | Reduce -24.1% | 2,194 | $127K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -27.1% | 2,170 | $126K |
| Pacifica Partners Inc. | 0.06% | Reduce -2.3% | 2,171 | $126K |
| Simplex Trading, LLC | 0.00% | Reduce -57.6% | 1,916 | $111K |
| Legacy Bridge, LLC | 0.06% | No change | 1,900 | $110K |
| Guardian Wealth Management, Inc. | 0.08% | Reduce -12.3% | 1,785 | $104K |
| Retirement Group, LLC | 0.04% | Add +1.0% | 1,771 | $103K |
| Principal Securities, Inc. | 0.00% | Reduce -44.5% | 1,746 | $101K |
| Allianz SE | 0.00% | — | 1,700 | $99K |
| Bfsg, LLC | 0.01% | New | 1,606 | $93K |
| Central Bank & Trust Co. | 0.01% | No change | 1,574 | $91K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -33.2% | 1,481 | $86K |
| Union Savings Bank | 0.04% | Add +136.6% | 1,479 | $86K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +0.6% | 1,426 | $83K |
| Motco | 0.00% | Reduce -39.5% | 1,387 | $81K |
| Operose Advisors LLC | 0.03% | New | 1,374 | $80K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,275 | $74K |
| Nordwand Advisors, LLC | 0.03% | No change | 1,262 | $73K |
| DecisionPoint Financial, LLC | 0.03% | Add +125.0% | 1,260 | $73K |
| Manchester Capital Management LLC | 0.01% | Add +853.9% | 1,240 | $72K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -66.5% | 1,178 | $68K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,124 | $65K |
| Webster Bank, N. A. | 0.01% | No change | 1,106 | $64K |
| Fairman Group, LLC | 0.06% | Add +19.9% | 1,037 | $60K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 1,019 | $59K |
| CVA Family Office, LLC | 0.01% | Add +859.4% | 1,017 | $59K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 990 | $57K |
| Main Management LLC | 0.00% | No change | 956 | $56K |
| Syntrinsic LLC | 0.02% | Add +0.7% | 918 | $53K |
| McClarren Financial Advisors, Inc. | 0.04% | Add +6.0% | 912 | $53K |
| Bogart Wealth, LLC | 0.00% | No change | 900 | $52K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 875 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 857 | $50K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.1% | 788 | $46K |
| North Star Investment Management Corp. | 0.00% | Add +0.8% | 787 | $46K |
| Jones Financial Companies LLLP | 0.00% | Add +1.4% | 776 | $45K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.7% | 763 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -95.4% | 756 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 758 | $44K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -93.4% | 735 | $43K |
| First Manhattan Co. Llc. | 0.00% | No change | 700 | $41K |
| Continuum Advisory, LLC | 0.01% | New | 636 | $37K |
| S.A. Mason LLC | 0.02% | No change | 600 | $35K |
| WFA Asset Management Corp | 0.02% | Add +0.7% | 586 | $34K |
| Colonial Trust Co / SC | 0.01% | Reduce -29.4% | 581 | $34K |
| Ancora Advisors LLC | 0.00% | New | 550 | $32K |
| Private Capital Management LLC | 0.01% | Add +76.7% | 523 | $30K |
| Eukles Asset Management | 0.01% | No change | 495 | $29K |
| Concord Wealth Partners | 0.00% | New | 461 | $27K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 403 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -20.0% | 400 | $23K |
| New Republic Capital, LLC | 0.01% | Reduce -51.0% | 385 | $22K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -22.1% | 384 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 370 | $21K |
| TCTC Holdings, LLC | 0.00% | No change | 341 | $20K |
| Key Financial Inc | 0.00% | No change | 315 | $18K |
| Avalon Trust Co | 0.00% | No change | 301 | $17K |
| Avior Wealth Management, LLC | 0.00% | Reduce -43.3% | 296 | $17K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | New | 253 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 232 | $13K |
| Asset Dedication, LLC | 0.00% | New | 224 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 205 | $12K |
| Mb, Levis & Associates, LLC | 0.01% | New | 199 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 180 | $10K |
| First Pacific Financial | 0.00% | New | 179 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 170 | $10K |
| Robinswood Financial LLC | 0.00% | Reduce -76.4% | 163 | $9K |
| Family Manage LLC | 0.00% | No change | 160 | $9K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -44.0% | 155 | $9K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 140 | $8K |
| Covestor Ltd | 0.01% | Reduce -25.1% | 131 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | New | 131 | $8K |
| Rakuten Securities, Inc. | 0.00% | New | 128 | $7K |
| Orion Capital Management LLC | 0.00% | No change | 121 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -97.2% | 119 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 106 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 101 | $6K |
| Realta Investment Advisors | 0.00% | New | 100 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 100 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 96 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 96 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 87 | $5K |
| Stephens Consulting, LLC | 0.00% | Reduce -71.8% | 83 | $5K |
| Sachetta, LLC | 0.00% | No change | 71 | $4K |
| Castleview Partners, LLC | 0.00% | Add +14.6% | 63 | $4K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 60 | $3K |
| Bangor Savings Bank | 0.00% | No change | 52 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 49 | $3K |
| Optimum Investment Advisors | 0.00% | No change | 33 | $2K |
| EMC Capital Management | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.