Vanguard Short-Term TreasuryVGSHETF
13F holders, Q2 2024 (June 30)846holders +7
76new positions
71sold out
2famous investors
$58.02avg. 13F price*
At the end of Q2 2024, 846 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 7 from Q1 2024. 76 opened new positions and 71 sold out. The largest holders were Morgan Stanley ($1.2B), JPMorgan Chase & Co. ($1.1B) and Goldman Sachs Group Inc. ($463.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $113.3M |
| Exits | 71 | $109.3M |
All 13F filers, Q1 2024 → Q2 2024: 15,792,765 shares bought and 24,401,015 shares sold, net −8,608,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 846 holders
| Morgan Stanley | 0.09% | Reduce -3.7% | 20,939,368 | $1.2B |
| JPMorgan Chase & Co. | 0.10% | Reduce -41.0% | 19,418,429 | $1.1B |
| Goldman Sachs Group Inc. | 0.09% | Add +16.7% | 7,990,487 | $463.4M |
| Orgel Wealth Management, LLC | 10.71% | Add +0.4% | 6,843,144 | $396.8M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -2.3% | 6,572,534 | $381.1M |
| Bank of America Corp. | 0.03% | Reduce -0.8% | 6,178,026 | $358.3M |
| Wells Fargo & Company | 0.09% | Reduce -4.8% | 5,735,679 | $332.6M |
| Northern Trust Corp. | 0.05% | Add +11.1% | 4,734,554 | $274.6M |
| Partners Capital Investment Group, LLP | 4.44% | Add +80.3% | 4,531,170 | $262.7M |
| State Street Corp. | 0.01% | No change | 4,000,000 | $232.0M |
| SCS Capital Management LLC | 4.72% | Reduce -1.3% | 3,888,767 | $225.5M |
| M&T Bank Corp | 0.76% | Reduce -6.0% | 3,846,316 | $223.0M |
| Municipal Employees' Retirement System of Michigan | 2.89% | Reduce -17.3% | 3,590,033 | $208.2M |
| Wealth Enhancement Advisory Services, LLC | 0.49% | Add +6.8% | 3,570,336 | $207.0M |
| UBS Group AG | 0.06% | Reduce -5.9% | 3,188,018 | $184.9M |
| Cerity Partners LLC | 0.49% | Add +6.1% | 3,118,260 | $180.8M |
| Baird Financial Group, Inc. | 0.34% | Add +7.4% | 2,829,764 | $164.1M |
| Valmark Advisers, Inc. | 2.38% | Add +7.9% | 2,411,711 | $139.9M |
| Money Design Co.,Ltd. | 7.30% | Add +3.1% | 2,335,604 | $135.4M |
| Blue Trust, Inc. | 1.81% | Reduce -1.1% | 2,276,252 | $132.2M |
| Royal Bank of Canada | 0.03% | Reduce -8.1% | 1,984,694 | $115.1M |
| Smithfield Trust Co | 5.92% | Add +13.6% | 1,947,971 | $112.9M |
| Nepc LLC | 3.66% | No change | 1,913,635 | $111.0M |
| HighTower Advisors, LLC | 0.17% | Add +5.7% | 1,846,537 | $107.1M |
| Ameriprise Financial Inc. | 0.03% | Add +0.4% | 1,812,346 | $105.1M |
| Advisory Alpha, LLC | 4.10% | Add +1.9% | 1,794,723 | $104.1M |
| LPL Financial LLC | 0.05% | Add +4.3% | 1,748,893 | $101.4M |
| Gitterman Wealth Management, LLC | 39.08% | Reduce -0.5% | 1,748,449 | $101.4M |
| Brown Advisory Inc. | 0.13% | Add +17.2% | 1,725,255 | $100.0M |
| Acropolis Investment Management, LLC | 6.07% | Add +7.3% | 1,658,192 | $96.2M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Add +4.7% | 1,554,397 | $90.1M |
| Mercer Global Advisors Inc. | 0.25% | Add +13.7% | 1,551,763 | $90.0M |
| Truist Financial Corp. | 0.12% | Add +0.0% | 1,394,127 | $80.8M |
| Pure Financial Advisors, LLC | 2.20% | Add +13.4% | 1,368,743 | $79.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.3% | 1,292,915 | $75.0M |
| Rockefeller Capital Management L.P. | 0.20% | Add +9.9% | 1,224,037 | $71.0M |
| Cornerstone Wealth Advisors, Inc. | 21.08% | Add +2.5% | 1,214,314 | $70.4M |
| Penserra Capital Management LLC | 0.87% | Add +0.0% | 1,178,986 | $68.4M |
| AE Wealth Management LLC | 0.67% | Add +14.1% | 1,147,914 | $66.6M |
| Renaissance Technologies | 0.11% | Add +234.4% | 1,145,600 | $66.4M |
| Creative Planning | 0.07% | Add +38.1% | 1,070,408 | $62.1M |
| First Financial Bankshares Inc | 1.42% | Add +1.4% | 1,067,598 | $61.9M |
| Evensky & Katz LLC | 4.27% | Reduce -0.3% | 1,058,252 | $61.4M |
| BOK Financial Private Wealth, Inc. | 4.36% | Add +13.5% | 1,034,150 | $60.0M |
| Old National Bancorp | 1.41% | Add +7.0% | 1,030,542 | $59.8M |
| TD Private Client Wealth LLC | 1.87% | Add +11.0% | 1,025,736 | $59.5M |
| Merit Financial Group, LLC | 1.27% | Reduce -1.7% | 994,960 | $57.7M |
| Defender Capital, LLC. | 17.84% | Reduce -7.1% | 900,319 | $52.2M |
| First Command Advisory Services, Inc. | 0.54% | Add +77.6% | 892,118 | $51.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.53% | Add +3.1% | 877,126 | $50.9M |
| Chemistry Wealth Management LLC | 13.11% | Add +2.6% | 875,107 | $50.7M |
| Oak Harvest Investment Services | 7.78% | Add +3.4% | 849,181 | $49.2M |
| Strata Wealth Advisors, LLC | 16.36% | Reduce -2.5% | 818,968 | $47.5M |
| Insight 2811, Inc. | 24.08% | Reduce -1.4% | 799,707 | $46.4M |
| Eagle Ridge Investment Management | 4.28% | Add +2.3% | 798,138 | $46.3M |
| Cetera Investment Advisers | 0.10% | Reduce -40.3% | 778,124 | $45.1M |
| Federation des caisses Desjardins du Quebec | 0.24% | Reduce -2.1% | 762,636 | $44.2M |
| Pacific Sage Partners, LLC | 10.89% | Add +0.7% | 757,974 | $44.0M |
| Miller Investment Management, LP | 5.20% | Add +103.3% | 750,062 | $43.5M |
| 1834 Investment Advisors Co. | 5.15% | Add +0.4% | 736,958 | $42.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -46.6% | 706,586 | $41.0M |
| Osaic Holdings, Inc. | 0.10% | Reduce -8.9% | 700,991 | $40.7M |
| Alta Advisers Ltd | 19.41% | Reduce -0.5% | 696,073 | $40.4M |
| New York Life Investment Management LLC | 0.40% | Add +44.9% | 680,786 | $39.5M |
| Foster Group, Inc. | 1.52% | Add +4.1% | 665,580 | $38.6M |
| Wealth Dimensions Group, Ltd. | 10.91% | Add +2.0% | 660,066 | $38.3M |
| Foundations Investment Advisors, LLC | 0.91% | Reduce -5.2% | 649,622 | $37.7M |
| Falcon Wealth Planning | 4.87% | Add +169.9% | 647,176 | $37.5M |
| Vernal Point Advisors, LLC | 26.13% | Reduce -0.1% | 632,937 | $36.7M |
| Mariner, LLC | 0.07% | Reduce -2.2% | 629,671 | $36.5M |
| Presilium Private Wealth, LLC | 9.10% | Add +17.6% | 620,995 | $36.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.76% | Add +7.0% | 610,142 | $35.4M |
| Nomura Asset Management Co. Ltd. | 0.11% | New | 573,700 | $33.3M |
| Ami Investment Management Inc. | 11.56% | Add +5.9% | 571,179 | $33.1M |
| Opus Capital Group, LLC | 4.54% | Add +2.7% | 549,570 | $31.9M |
| MassMutual Private Wealth & Trust, FSB | 0.95% | Add +3.1% | 538,537 | $31.2M |
| MainStreet Investment Advisors LLC | 3.80% | Add +4.3% | 535,154 | $31.0M |
| Scopus Asset Management, L.P. | 0.95% | No change | 522,500 | $30.3M |
| Arista Wealth Management, LLC | 7.53% | Add +176.3% | 493,741 | $28.6M |
| Portland Global Advisors LLC | 3.85% | Add +10.6% | 489,870 | $28.4M |
| Herr Investment Group LLC | 8.32% | Reduce -0.8% | 484,669 | $28.1M |
| Beacon Pointe Advisors, LLC | 0.33% | Reduce -4.4% | 480,876 | $27.9M |
| Benjamin F. Edwards & Company, Inc. | 0.48% | Reduce -5.5% | 469,418 | $27.2M |
| Mayport, LLC | 9.68% | Add +32.3% | 468,487 | $27.2M |
| Schiavi & Co LLC | 10.56% | Add +6.1% | 464,368 | $26.9M |
| Facet Wealth, Inc. | 0.81% | Add +0.8% | 452,592 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -8.8% | 445,049 | $25.8M |
| WBH Advisory Inc. | 2.58% | Add +40.3% | 439,098 | $25.5M |
| American Money Management, LLC | 5.35% | Add +0.0% | 432,327 | $25.1M |
| Charles Schwab Trust Co | 2.30% | Add +1.5% | 428,497 | $24.8M |
| AllGen Financial Advisors, Inc. | 9.26% | Reduce -23.5% | 420,812 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 419,259 | $24.3M |
| Alaethes Wealth, LLC | 10.02% | Add +119.9% | 417,942 | $24.2M |
| Cordant, Inc. | 13.45% | Add +1.8% | 415,260 | $24.1M |
| Global Wealth Management Investment Advisory, Inc. | 5.40% | Add +17.9% | 400,311 | $23.2M |
| Strategic Wealth Investment Group, LLC | 2.92% | — | 399,801 | $23.1M |
| Sollinda Capital Management LLC | 6.94% | Reduce -8.0% | 392,771 | $22.8M |
| Prudential PLC | 0.16% | Add +154.7% | 388,190 | $22.5M |
| Delta Investment Management, LLC | 4.80% | Reduce -14.9% | 375,013 | $21.7M |
| Level Financial Advisors | 9.42% | Add +2.6% | 374,952 | $21.7M |
| Five Oceans Advisors | 11.32% | Reduce -6.2% | 372,538 | $21.6M |
| Atria Investments, Inc | 0.28% | Add +1241.0% | 369,809 | $21.4M |
| Stratos Wealth Advisors, LLC | 1.03% | Add +110.8% | 358,381 | $20.8M |
| Gould Asset Management LLC | 4.76% | Add +3.7% | 355,462 | $20.6M |
| Creative Financial Designs Inc. | 1.84% | Add +4.6% | 355,407 | $20.6M |
| Minot Capital, LP | 6.05% | No change | 352,144 | $20.4M |
| Assetmark, Inc. | 0.06% | Reduce -18.9% | 351,900 | $20.4M |
| MML Investors Services, LLC | 0.08% | Reduce -11.2% | 342,466 | $19.9M |
| Country Club Bank | 1.37% | Add +4.4% | 340,037 | $19.7M |
| Captrust Financial Advisors | 0.06% | Add +99.8% | 337,804 | $19.6M |
| Regions Financial Corp. | 0.15% | Reduce -5.0% | 334,727 | $19.4M |
| Efficient Advisors, LLC | 1.24% | Reduce -4.2% | 329,946 | $19.1M |
| Hilton Capital Management, LLC | 1.60% | Reduce -25.9% | 327,153 | $19.0M |
| Simplicity Wealth,LLC | 0.41% | Reduce -2.3% | 309,427 | $17.9M |
| Salomon & Ludwin, LLC | 1.99% | Reduce -29.6% | 306,179 | $17.8M |
| Park Avenue Securities LLC | 0.22% | Add +8.6% | 306,120 | $17.8M |
| Vanguard Group Inc. | 0.00% | Add +28.9% | 304,209 | $17.6M |
| Spire Wealth Management | 0.62% | Reduce -12.1% | 301,030 | $17.5M |
| Carlson Capital Management | 0.82% | Add +2.3% | 300,844 | $17.4M |
| Winch Advisory Services, LLC | 4.95% | Add +2.2% | 298,688 | $17.3M |
| Wolff Financial Management LLC | 12.62% | Add +2.9% | 294,786 | $17.1M |
| Raymond James & Associates | 0.01% | Add +8.5% | 292,583 | $17.0M |
| Dai-ichi Life Holdings, Inc. | 19.71% | Add +0.4% | 288,400 | $16.7M |
| Allen Investment Management, LLC | 0.20% | Add +0.8% | 282,331 | $16.4M |
| Montag A & Associates Inc. | 0.79% | Reduce -3.7% | 270,503 | $15.7M |
| Cypress Capital, LLC | 4.27% | Reduce -5.5% | 270,013 | $15.7M |
| Northwest Wealth Management, LLC | 3.95% | Add +0.9% | 262,944 | $15.2M |
| Voisard Asset Management Group, Inc. | 7.33% | Add +2.5% | 258,435 | $15.0M |
| Morling Financial Advisors, LLC | 6.47% | Add +2.9% | 256,048 | $14.8M |
| Horizon Financial Services, LLC | 9.27% | Reduce -0.6% | 252,940 | $14.7M |
| Peak Asset Management, LLC | 2.80% | Add +25.2% | 246,589 | $14.3M |
| Obsidian Cio, LLC | 3.36% | Add +8.6% | 243,539 | $14.1M |
| Shah Capital Management | 3.04% | Reduce -2.1% | 242,357 | $14.1M |
| Venturi Wealth Management, LLC | 0.82% | Add +4.7% | 238,621 | $13.8M |
| BNP Paribas Financial Markets | 0.02% | New | 237,353 | $13.8M |
| Human Investing LLC | 2.65% | Add +6.8% | 234,805 | $13.6M |
| Bank of Nova Scotia | 0.03% | Reduce -47.8% | 234,611 | $13.6M |
| Capital Investment Advisory Services, LLC | 1.38% | Reduce -27.4% | 231,373 | $13.4M |
| Horizon Kinetics Asset Management LLC | 0.23% | Add +4.1% | 225,416 | $13.1M |
| Corient Private Wealth LP | 0.02% | Reduce -8.5% | 224,667 | $13.0M |
| Buckingham Strategic Wealth, LLC | 0.13% | Reduce -3.6% | 222,450 | $12.9M |
| Investure, LLC | 1.57% | No change | 222,200 | $12.9M |
| Bleakley Financial Group, LLC | 0.37% | Add +4.4% | 219,219 | $12.7M |
| Websterrogers Financial Advisors, LLC | 4.46% | Add +8.9% | 215,831 | $12.5M |
| Vise Technologies, Inc. | 2.18% | Add +7.4% | 213,858 | $12.4M |
| Dynasty Wealth Management, LLC | 0.37% | Reduce -53.2% | 213,829 | $12.4M |
| Whitcomb & Hess, Inc. | 3.86% | Add +4.1% | 213,713 | $12.4M |
| Sanctuary Advisors, LLC | 0.09% | — | 213,047 | $12.3M |
| Sand Hill Global Advisors, LLC | 0.55% | Reduce -19.6% | 208,310 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 208,299 | $12.1M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +7.0% | 207,590 | $12.0M |
| Patriot Investment Management Group, Inc. | 0.89% | Add +10.3% | 196,782 | $11.4M |
| Vectors Research Management, LLC | 3.43% | Reduce -4.0% | 192,503 | $11.2M |
| Integrated Wealth Concepts LLC | 0.15% | Add +10.3% | 191,696 | $11.1M |
| Unison Advisors LLC | 1.39% | Add +2.1% | 191,513 | $11.1M |
| Montecito Bank & Trust | 2.25% | Reduce -3.0% | 190,819 | $11.1M |
| Conservest Capital Advisors, Inc. | 1.18% | Reduce -0.4% | 187,820 | $10.9M |
| Kure Advisory, LLC | 8.82% | Add +3.8% | 185,280 | $10.7M |
| Rogco, LP | 4.28% | Add +2.1% | 181,004 | $10.5M |
| OneAscent Financial Services LLC | 1.45% | New | 179,979 | $10.4M |
| Ullmann Wealth Partners Group, LLC | 1.48% | Add +4.4% | 179,330 | $10.4M |
| Tortoise Investment Management, LLC | 1.18% | Add +3.5% | 177,805 | $10.3M |
| Greenwood Capital Associates LLC | 1.34% | Add +324.0% | 175,762 | $10.2M |
| Element Pointe Advisors, LLC | 2.53% | Reduce -0.8% | 172,260 | $10.0M |
| OneAscent Wealth Management LLC | 5.08% | Add +3804.5% | 168,517 | $9.8M |
| HB Wealth Management, LLC | 0.11% | Reduce -18.3% | 165,241 | $9.6M |
| Elmwood Wealth Management, Inc. | 4.26% | Reduce -2.7% | 164,806 | $9.6M |
| Anderson Hoagland & Co. | 1.00% | Add +469.8% | 163,973 | $9.5M |
| Wells Financial Advisors INC | 6.24% | Reduce -11.6% | 163,473 | $9.5M |
| Harbour Investments, Inc. | 0.31% | Add +13.6% | 160,870 | $9.3M |
| Howe & Rusling Inc. | 0.84% | Add +80.9% | 158,768 | $9.2M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 158,508 | $9.2M |
| Woodmont Investment Counsel LLC | 0.75% | Reduce -5.8% | 158,409 | $9.2M |
| Cape Ann Savings Bank | 5.68% | Add +0.4% | 157,981 | $9.2M |
| Muirfield Wealth Advisors LLC | 8.55% | Add +1.9% | 157,072 | $9.1M |
| Cravens & Co Advisors, LLC | 6.68% | Add +45.7% | 155,314 | $9.0M |
| Capital Investment Services of America, Inc. | 0.86% | Reduce -1.3% | 154,390 | $9.0M |
| Kings Path Partners LLC | 4.20% | — | 153,591 | $8.9M |
| ARK & TLK Investments, LLC | 3.28% | Reduce -6.2% | 151,244 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -20.5% | 149,517 | $8.7M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -20.5% | 149,517 | $8.7M |
| Lowe Brockenbrough & Co. Inc. | 0.58% | Add +12.4% | 149,023 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -0.8% | 148,148 | $8.6M |
| Empowered Funds, LLC | 0.15% | Add +12.0% | 148,594 | $8.6M |
| Cascade Wealth Advisors, Inc | 6.35% | Add +96.7% | 147,451 | $8.6M |
| Safir Wealth Advisors, LLC | 6.98% | Reduce -1.6% | 146,868 | $8.5M |
| Bull Street Advisors, LLC | 3.93% | Add +0.4% | 140,483 | $8.1M |
| SeaBridge Investment Advisors LLC | 2.09% | Add +2.8% | 138,671 | $8.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Reduce -35.9% | 136,683 | $7.9M |
| Chicago Partners Investment Group LLC | 0.31% | Add +10.6% | 135,738 | $7.9M |
| Axxcess Wealth Management, LLC | 0.21% | Add +50.3% | 132,441 | $7.7M |
| Echo45 Advisors LLC | 5.38% | Add +3.2% | 132,070 | $7.7M |
| Private Advisor Group, LLC | 0.05% | Add +0.3% | 131,918 | $7.6M |
| McLean Asset Management Corp | 2.46% | Add +7.9% | 131,029 | $7.6M |
| Beverly Hills Private Wealth, LLC | 1.64% | Add +48.2% | 129,538 | $7.5M |
| Bokf, NA | 0.13% | Add +11.2% | 129,378 | $7.5M |
| Middleton & Co. Inc. | 0.86% | Reduce -0.3% | 127,630 | $7.4M |
| Zacks Investment Management | 0.08% | Add +71.8% | 127,144 | $7.4M |
| Colony Family Offices, LLC | 2.36% | Reduce -7.8% | 126,576 | $7.3M |
| Kingdom Financial Group LLC. | 4.95% | Add +20.0% | 126,099 | $7.3M |
| ETF Portfolio Partners, Inc. | 2.19% | Add +15.3% | 120,768 | $7.0M |
| Roundview Capital LLC | 0.55% | Add +16.4% | 120,473 | $7.0M |
| Nicolet Advisory Services, LLC | 0.67% | Reduce -6.8% | 120,393 | $7.0M |
| HM Payson & Co. | 0.13% | Add +4.8% | 120,160 | $7.0M |
| Retirement Planning Group, LLC | 0.44% | Reduce -1.3% | 118,822 | $6.9M |
| Angeles Wealth Management, LLC | 0.63% | Reduce -9.0% | 115,860 | $6.7M |
| Biltmore Wealth Management, LLC | 2.91% | Add +14.2% | 115,730 | $6.7M |
| Hancock Whitney Corp. | 0.23% | Reduce -2.1% | 114,494 | $6.6M |
| American Trust | 0.54% | Add +298.9% | 114,283 | $6.6M |
| United Capital Financial Advisors, LLC | 0.06% | Add +13.5% | 114,198 | $6.6M |
| Farther Finance Advisors, LLC | 0.32% | Add +19.7% | 114,472 | $6.6M |
| Beacon Financial Strategies CORP | 4.74% | Reduce -0.3% | 113,524 | $6.6M |
| Freedom Investment Management, Inc. | 0.54% | Add +436.5% | 113,352 | $6.6M |
| Studio Investment Management LLC | 1.49% | Add +8.8% | 112,942 | $6.5M |
| Comerica Bank | 0.03% | Add +1.8% | 112,033 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -34.1% | 110,332 | $6.4M |
| Spectrum Financial Alliance Ltd LLC | 2.28% | Add +3.6% | 109,900 | $6.4M |
| Pegasus Partners Ltd. | 0.64% | Add +14.9% | 109,264 | $6.3M |
| Coombe, Bender & Co LLC | 3.67% | Add +7.7% | 107,586 | $6.2M |
| National Bank of Canada | 0.01% | Reduce -7.5% | 107,850 | $6.2M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Add +316.1% | 104,743 | $6.1M |
| Disciplined Investments, LLC | 3.19% | Add +0.6% | 103,411 | $6.0M |
| Heritage Wealth Management, Inc. | 5.73% | Add +9.5% | 102,424 | $5.9M |
| Marion Wealth Management | 1.73% | Add +3.7% | 101,705 | $5.9M |
| Signify Wealth | 8.40% | Add +3.0% | 100,694 | $5.8M |
| Certified Advisory Corp | 0.72% | Reduce -0.7% | 99,077 | $5.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +69.8% | 98,718 | $5.7M |
| Altiora Financial Group, LLC | 1.35% | Reduce -18.1% | 96,907 | $5.6M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +49.3% | 96,562 | $5.6M |
| Citigroup Inc. | 0.01% | Reduce -23.2% | 93,857 | $5.4M |
| Wealthstar Advisors, LLC | 4.41% | New | 93,830 | $5.4M |
| Pasadena Private Wealth, LLC | 1.25% | Add +17.8% | 92,899 | $5.4M |
| Trustmark Bank Trust Department | 0.43% | Add +7.2% | 92,410 | $5.4M |
| Quadrant Capital Group LLC | 0.39% | Add +9.4% | 91,568 | $5.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.5% | 90,638 | $5.3M |
| Addison Advisors LLC | 1.68% | Add +21.9% | 89,920 | $5.2M |
| Seven Post Investment Office LP | 0.96% | Add +7.2% | 89,450 | $5.2M |
| NewEdge Wealth, LLC | 0.11% | Add +0.1% | 89,195 | $5.2M |
| Strategic Point Investment Advisors, LLC | 0.92% | Reduce -1.0% | 88,468 | $5.1M |
| NewEdge Advisors, LLC | 0.04% | Add +319.1% | 86,730 | $5.0M |
| Intelligence Driven Advisers, LLC | 0.71% | Reduce -29.7% | 86,674 | $5.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +55.5% | 86,561 | $5.0M |
| DDD Partners, LLC | 0.58% | Add +0.8% | 85,826 | $5.0M |
| Signet Financial Management, LLC | 0.67% | Reduce -3.7% | 85,329 | $4.9M |
| St Germain D J Co. Inc. | 0.24% | Reduce -31.4% | 84,676 | $4.9M |
| Oppenheimer & Co. Inc. | 0.08% | Add +4.5% | 81,979 | $4.8M |
| Trek Financial, LLC | 0.38% | Add +5.3% | 81,477 | $4.7M |
| Jane Street Group, LLC | 0.01% | Reduce -61.1% | 81,446 | $4.7M |
| Marotta Asset Management | 0.97% | Add +21.5% | 81,045 | $4.7M |
| Alhambra Investment Management LLC | 2.56% | Reduce -2.9% | 80,452 | $4.7M |
| Accordant Advisory Group Inc | 4.53% | New | 80,266 | $4.7M |
| Apella Capital, LLC | 0.21% | Add +2.7% | 80,295 | $4.7M |
| Aptus Capital Advisors, LLC | 0.09% | Add +182.2% | 79,931 | $4.6M |
| Laidlaw Wealth Management LLC | 2.53% | Add +10.2% | 79,464 | $4.6M |
| Summit Trail Advisors, LLC | 0.12% | Reduce -38.8% | 79,377 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +67.8% | 78,119 | $4.5M |
| RFG Advisory, LLC | 0.15% | Add +111.0% | 77,965 | $4.5M |
| Valeo Financial Advisors, LLC | 0.14% | Add +0.1% | 77,448 | $4.5M |
| Values First Advisors, Inc. | 2.69% | Add +1.0% | 77,373 | $4.5M |
| Custom Portfolio Group LLC | 3.47% | Add +33.2% | 82,326 | $4.4M |
| Scotia Capital Inc. | 0.03% | Add +1.5% | 75,846 | $4.4M |
| Titleist Asset Management, LLC | 0.66% | Add +5.2% | 75,381 | $4.4M |
| Brookstone Capital Management | 0.07% | Reduce -41.1% | 74,927 | $4.4M |
| Truepoint, Inc. | 0.12% | Reduce -15.9% | 74,670 | $4.3M |
| Valley Financial Group, Inc. | 3.16% | Reduce -2.8% | 74,132 | $4.3M |
| Boston Family Office LLC | 0.31% | Add +2.1% | 74,097 | $4.3M |
| Breakwater Investment Management | 1.92% | Reduce -4.1% | 73,852 | $4.3M |
| American Investment Services, Inc. | 0.73% | Reduce -0.2% | 70,766 | $4.1M |
| Tillman Hartley LLC | 1.40% | Reduce -3.4% | 70,518 | $4.1M |
| Advisory Research Inc. | 0.76% | Add +120.7% | 69,657 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +5.7% | 69,404 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -12.1% | 69,206 | $4.0M |
| Integrated Advisors Network LLC | 0.21% | Add +15.0% | 68,727 | $4.0M |
| White Lighthouse Investment Management Inc. | 0.76% | Reduce -8.0% | 67,591 | $3.9M |
| Fortune Financial Advisors, LLC | 2.39% | Add +5.9% | 67,195 | $3.9M |
| Deutsche Bank AG | 0.00% | No change | 66,400 | $3.9M |
| GenTrust, LLC | 0.21% | Add +0.3% | 66,381 | $3.8M |
| Two Sigma Securities, LLC | 0.18% | Add +52.8% | 64,619 | $3.7M |
| Elm Partners Management LLC | 0.29% | Reduce -70.2% | 64,588 | $3.7M |
| Whittier Trust Co. | 0.05% | Reduce -27.3% | 64,497 | $3.7M |
| Hara Capital LLC | 2.38% | Reduce -11.5% | 64,226 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +1.9% | 64,010 | $3.7M |
| Strategic Investment Solutions, Inc. | 1.20% | — | 63,167 | $3.7M |
| Tennessee Valley Asset Management Partners | 0.69% | New | 63,612 | $3.7M |
| Rain Capital Management, LLC | 2.59% | Reduce -66.1% | 63,660 | $3.7M |
| Culbertson A N & Co. Inc. | 0.64% | Add +2.7% | 63,239 | $3.7M |
| Anchor Investment Management, LLC | 0.38% | Reduce -7.4% | 63,205 | $3.7M |
| SMART Wealth LLC | 1.48% | Reduce -12.0% | 63,204 | $3.7M |
| Capital Investment Counsel, LLC | 0.71% | Reduce -6.0% | 62,651 | $3.6M |
| Hayek Kallen Investment Management | 1.35% | Reduce -5.3% | 62,447 | $3.6M |
| REDW Wealth LLC | 0.94% | Reduce -22.4% | 61,588 | $3.6M |
| Vantage Financial Partners Ltd., Inc. | 0.89% | Add +7.9% | 61,440 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +7.5% | 61,376 | $3.6M |
| Argent Trust Co | 0.16% | Add +18.1% | 61,017 | $3.5M |
| Vident Advisory, LLC | 0.10% | New | 60,830 | $3.5M |
| McIlrath & Eck, LLC | 0.51% | Add +13.2% | 59,423 | $3.4M |
| Arvest Investments, Inc. | 0.55% | Add +12.2% | 58,836 | $3.4M |
| Roble, Belko & Company, Inc | 0.56% | Add +13.3% | 57,980 | $3.4M |
| Mechanics Financial Corp | 1.72% | Add +3.8% | 57,883 | $3.4M |
| Hexagon Capital Partners LLC | 0.73% | Reduce -1.4% | 57,755 | $3.3M |
| Frontier Asset Management, LLC | 1.19% | Reduce -3.9% | 56,458 | $3.3M |
| Fiduciary Trust Co | 0.05% | Add +1.2% | 56,165 | $3.3M |
| Financial Gravity Asset Management, Inc. | 0.81% | Add +9.4% | 56,762 | $3.2M |
| Sage Investment Advisers LLC | 3.58% | Add +14.8% | 54,622 | $3.2M |
| First American Trust, FSB | 0.31% | Add +16.3% | 53,781 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.33% | No change | 52,839 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +5.6% | 52,766 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Reduce -26.8% | 52,251 | $3.0M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +40.5% | 51,461 | $3.0M |
| Meridian Wealth Management, LLC | 0.36% | New | 51,674 | $3.0M |
| Ridgewood Investments LLC | 1.49% | Reduce -0.1% | 51,139 | $3.0M |
| Seven Mile Advisory | 2.18% | Reduce -1.3% | 51,076 | $3.0M |
| Mountain Pacific Investment Advisers LLC | 0.22% | Reduce -3.4% | 50,702 | $2.9M |
| Checchi Capital Advisers, LLC | 0.23% | Reduce -7.0% | 50,610 | $2.9M |
| Sage Mountain Advisors LLC | 0.27% | Add +2.1% | 50,298 | $2.9M |
| Family Capital Trust Co | 0.95% | Reduce -17.4% | 50,245 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -17.4% | 50,148 | $2.9M |
| BlueDrive Global Investors LLP | 3.30% | No change | 49,825 | $2.9M |
| Windward Private Wealth Management Inc. | 1.17% | Reduce -1.4% | 49,808 | $2.9M |
| Marietta Wealth Management, LLC | 0.45% | Add +2.3% | 49,329 | $2.9M |
| Unconventional Investor, LLC | 2.01% | Reduce -2.0% | 49,293 | $2.9M |
| Betterment LLC | 0.01% | Reduce -14.5% | 49,029 | $2.8M |
| Quattro Financial Advisors LLC | 0.74% | New | 48,844 | $2.8M |
| IFP Advisors, Inc | 0.11% | Reduce -9.0% | 48,688 | $2.8M |
| PYA Waltman Capital, LLC | 1.03% | Add +0.2% | 48,172 | $2.8M |
| Verum Partners LLC | 0.90% | Reduce -25.9% | 48,057 | $2.8M |
| Viawealth, LLC | 1.72% | Reduce -4.2% | 47,922 | $2.8M |
| Wescott Financial Advisory Group, LLC | 0.32% | Add +3.0% | 47,710 | $2.8M |
| Transcendent Capital Group LLC | 1.59% | Add +0.7% | 47,570 | $2.8M |
| Kovack Advisors, Inc. | 0.30% | Reduce -0.3% | 47,569 | $2.8M |
| CreativeOne Wealth, LLC | 0.14% | Add +17.6% | 47,238 | $2.7M |
| McDonough Capital Management, Inc | 1.99% | Reduce -26.7% | 47,068 | $2.7M |
| Embree Financial Group | 0.52% | Reduce -11.8% | 46,780 | $2.7M |
| Belpointe Asset Management LLC | 0.19% | Reduce -20.2% | 46,642 | $2.7M |
| Smith & Howard Wealth Management, LLC | 0.79% | Add +13.4% | 45,732 | $2.7M |
| Successful Portfolios LLC | 1.85% | Add +2.0% | 45,686 | $2.6M |
| Birchbrook, Inc. | 1.59% | Add +1.6% | 45,637 | $2.6M |
| Cardiff Park Advisors, LLC | 0.25% | Reduce -14.1% | 45,038 | $2.6M |
| Treynor Bancshares, Inc. | 2.70% | Reduce -61.5% | 44,581 | $2.6M |
| Mutual Advisors, LLC | 0.08% | Reduce -4.3% | 43,336 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -2.0% | 43,194 | $2.5M |
| TrueWealth Advisors, LLC | 0.92% | Add +7.8% | 42,708 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.7% | 42,508 | $2.5M |
| Investment Advisory Group, LLC | 0.93% | Add +8.7% | 41,483 | $2.4M |
| Shufro Rose & Co. LLC | 0.20% | Add +7.7% | 41,453 | $2.4M |
| Awm Capital, LLC | 0.36% | No change | 41,228 | $2.4M |
| Estate Counselors, LLC | 0.26% | Add +1.7% | 41,028 | $2.4M |
| Hobbs Group Advisors, LLC | 0.87% | — | 39,636 | $2.3M |
| Balentine LLC | 0.10% | Reduce -0.2% | 39,373 | $2.3M |
| AlphaStar Capital Management, LLC | 0.21% | Add +16.1% | 39,369 | $2.3M |
| Rockingstone Advisors LLC | 1.17% | Reduce -12.1% | 39,195 | $2.3M |
| Basso Capital Management, L.P. | 2.05% | Reduce -1.4% | 39,154 | $2.3M |
| Independent Financial Group, LLC | 0.09% | Add +17.7% | 39,019 | $2.3M |
| FWG Investments, LLC. | 2.27% | Add +3.9% | 38,815 | $2.3M |
| First Horizon Advisors, Inc. | 0.07% | Add +66.5% | 38,117 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.7% | 38,107 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.80% | Add +7.7% | 37,775 | $2.2M |
| Ritholtz Wealth Management | 0.07% | Add +61.3% | 37,561 | $2.2M |
| Manhattan West Asset Management, LLC | 0.58% | Reduce -85.0% | 37,244 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -90.8% | 36,263 | $2.1M |
| Headinvest, LLC | 0.41% | Reduce -9.8% | 36,188 | $2.1M |
| Institute for Wealth Management, LLC. | 0.28% | Add +6.8% | 35,947 | $2.1M |
| Armstrong Advisory Group, Inc. | 0.18% | Reduce -85.8% | 34,642 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 34,500 | $2.0M |
| Kowal Investment Group, LLC | 0.40% | Add +52.7% | 34,397 | $2.0M |
| Summit Wealth Partners, LLC | 0.41% | Add +5.8% | 34,385 | $2.0M |
| AXS Investments LLC | 0.55% | New | 34,159 | $2.0M |
| True Vision MN LLC | 1.29% | Reduce -1.1% | 34,151 | $2.0M |
| DB Fitzpatrick & Co, Inc | 1.82% | Add +12.2% | 33,917 | $2.0M |
| Verus Financial Partners, Inc. | 0.23% | Reduce -4.9% | 33,897 | $2.0M |
| WMS Partners, LLC | 0.13% | Reduce -6.0% | 33,805 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -8.0% | 32,693 | $1.9M |
| Abbrea Capital, LLC | 0.25% | Add +2.9% | 31,999 | $1.9M |
| Community Financial Services Group, LLC | 0.40% | Add +6.9% | 31,634 | $1.8M |
| CWS Financial Advisors, LLC | 0.72% | Add +3.9% | 31,596 | $1.8M |
| Davis R M Inc. | 0.04% | Reduce -0.8% | 31,420 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | No change | 31,380 | $1.8M |
| Birchcreek Wealth Management, LLC | 1.02% | Reduce -34.1% | 31,260 | $1.8M |
| Ethos Financial Group, LLC | 0.31% | Reduce -1.8% | 29,881 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Reduce -45.9% | 28,987 | $1.7M |
| LJI Wealth Management, LLC | 0.37% | New | 28,660 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Reduce -5.6% | 28,538 | $1.7M |
| Insigneo Advisory Services, LLC | 0.18% | New | 27,578 | $1.6M |
| Accurate Wealth Management, LLC | 0.39% | Add +8.1% | 27,763 | $1.6M |
| Oak Grove Capital LLC | 0.41% | New | 27,750 | $1.6M |
| Mgo One Seven LLC | 0.08% | New | 27,729 | $1.6M |
| Eagle Strategies LLC | 0.31% | New | 27,698 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.35% | Add +0.6% | 27,236 | $1.6M |
| Arden Trust Co | 0.22% | Reduce -4.6% | 27,164 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -7.1% | 26,919 | $1.6M |
| Marshfield Associates | 0.03% | No change | 26,867 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +15.3% | 26,554 | $1.5M |
| Iron Gate Global Advisors LLC | 0.26% | Add +20.2% | 26,462 | $1.5M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -0.3% | 26,442 | $1.5M |
| PFG Investments, LLC | 0.11% | Reduce -3.6% | 26,284 | $1.5M |
| Hills Bank & Trust Co | 0.12% | Add +1.7% | 26,272 | $1.5M |
| Summit Global Investments | 0.11% | Add +9.1% | 26,259 | $1.5M |
| Mosaic Family Wealth Partners, LLC | 0.24% | Add +3.1% | 26,192 | $1.5M |
| TPG Financial Advisors, LLC | 0.70% | — | 25,587 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.05% | Reduce -1.4% | 25,361 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.43% | Reduce -0.7% | 24,872 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +7.1% | 24,580 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +19.3% | 24,511 | $1.4M |
| Hamilton Wealth, LLC | 0.38% | Add +45.0% | 24,465 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -3.6% | 24,241 | $1.4M |
| Curran Financial Partners, LLC | 0.47% | Add +7.8% | 24,021 | $1.4M |
| Faithward Advisors, LLC | 0.25% | Reduce -31.8% | 23,796 | $1.4M |
| CJM Wealth Advisers, Ltd. | 0.51% | Reduce -29.4% | 23,875 | $1.4M |
| Benjamin Edwards Inc. | 0.26% | Reduce -30.9% | 23,291 | $1.4M |
| Compound Planning, Inc. | 0.10% | Add +484.8% | 23,142 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.13% | Reduce -16.9% | 23,095 | $1.3M |
| Blume Capital Management, Inc. | 0.32% | No change | 23,090 | $1.3M |
| Great Waters Wealth Management | 0.20% | Reduce -4.1% | 23,028 | $1.3M |
| NorthRock Partners, LLC | 0.05% | Add +492.2% | 22,919 | $1.3M |
| Financial Advocates Investment Management | 0.08% | Reduce -13.9% | 22,766 | $1.3M |
| Steel Grove Capital Advisors, LLC | 0.18% | Reduce -40.8% | 22,632 | $1.3M |
| Towneley Capital Management, Inc / DE | 0.31% | Add +1.1% | 22,546 | $1.3M |
| Bray Capital Advisors | 0.33% | No change | 22,429 | $1.3M |
| PFG Advisors | 0.09% | Add +7.6% | 22,408 | $1.3M |
| Savant Capital, LLC | 0.01% | New | 22,196 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | New | 22,026 | $1.3M |
| One Day In July LLC | 0.16% | Reduce -24.9% | 21,994 | $1.3M |
| Barton Investment Management | 0.17% | Add +4.4% | 21,849 | $1.3M |
| Arax Advisory Partners | 0.12% | Reduce -0.6% | 21,535 | $1.2M |
| Red Tortoise LLC | 0.68% | Add +26.4% | 21,374 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +20.9% | 21,218 | $1.2M |
| Permanent Capital Management, LP | 0.26% | — | 20,928 | $1.2M |
| LaFleur & Godfrey LLC | 0.18% | Add +7.0% | 21,166 | $1.2M |
| Security Financial Services, INC. | 0.26% | New | 20,777 | $1.2M |
| Lake Hills Wealth Management, LLC | 0.86% | Add +38.0% | 20,711 | $1.2M |
| SG Americas Securities, LLC | 0.01% | Add +68.2% | 20,350 | $1.2M |
| Hummer Financial Advisory Services Inc | 1.00% | No change | 20,000 | $1.2M |
| GYL Financial Synergies, LLC | 0.09% | No change | 19,975 | $1.2M |
| World Investment Advisors | 0.07% | Add +34.8% | 19,971 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.33% | Add +7.0% | 19,962 | $1.2M |
| One Degree Advisors Inc | 0.56% | Reduce -78.5% | 19,923 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -36.2% | 19,751 | $1.1M |
| Klingman & Associates, LLC | 0.08% | Reduce -2.2% | 19,627 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +1.4% | 19,604 | $1.1M |
| DeDora Capital, Inc. | 0.34% | No change | 19,353 | $1.1M |
| RS Crum Inc. | 0.29% | Add +0.8% | 19,175 | $1.1M |
| VERITY Wealth Advisors | 0.83% | Reduce -1.3% | 19,066 | $1.1M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -33.1% | 19,003 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +353.1% | 18,851 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -17.4% | 18,827 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -45.3% | 18,800 | $1.1M |
| IronBridge Private Wealth, LLC | 0.41% | New | 18,695 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +0.2% | 18,679 | $1.1M |
| Orcam Financial Group | 1.16% | Reduce -6.5% | 18,647 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.6% | 18,584 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | No change | 18,490 | $1.1M |
| Kathmere Capital Management, LLC | 0.11% | New | 18,341 | $1.1M |
| Choreo, LLC | 0.02% | Add +250.1% | 18,391 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -32.6% | 18,108 | $1.1M |
| Inspire Advisors, LLC | 0.14% | Reduce -53.1% | 17,570 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.6% | 17,505 | $1.0M |
| Sepio Capital, LP | 0.09% | No change | 17,372 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +13.6% | 17,328 | $1.0M |
| Arete Wealth Advisors, LLC | 0.08% | Add +2.4% | 17,297 | $1.0M |
| R. W. Roge & Company, Inc. | 0.57% | Reduce -59.0% | 17,190 | $996K |
| Avestar Capital, LLC | 0.11% | New | 17,132 | $994K |
| Lifeworks Advisors, LLC | 0.28% | Reduce -17.2% | 17,076 | $990K |
| Wedmont Private Capital | 0.06% | Add +1.2% | 16,931 | $985K |
| Courier Capital LLC | 0.08% | Reduce -92.2% | 16,919 | $981K |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -52.0% | 16,854 | $977K |
| Raab & Moskowitz Asset Management LLC | 0.26% | Add +35.9% | 16,436 | $953K |
| Kuhn & Co Investment Counsel | 0.85% | Reduce -0.2% | 16,301 | $945K |
| Tolleson Wealth Management, Inc. | 0.18% | No change | 16,164 | $937K |
| Benchmark Wealth Management, LLC | 0.50% | Add +2.5% | 16,087 | $933K |
| Balboa Wealth Partners | 0.25% | Add +105.4% | 16,026 | $929K |
| Advanced Asset Management Advisors Inc | 0.25% | Reduce -5.0% | 16,007 | $928K |
| Bear Mountain Capital, Inc. | 0.37% | Reduce -0.9% | 15,822 | $921K |
| Versant Capital Management, Inc | 0.23% | Add +69.5% | 15,709 | $911K |
| Optivise Advisory Services LLC | 0.49% | — | 15,635 | $907K |
| Applied Capital LLC | 0.52% | Reduce -9.5% | 15,630 | $906K |
| Safeguard Financial, LLC | 0.25% | New | 15,610 | $905K |
| Northeast Financial Group, Inc. | 0.38% | Reduce -5.0% | 15,467 | $897K |
| CoreCap Advisors, LLC | 0.09% | Reduce -1.1% | 15,436 | $895K |
| Snowden Capital Advisors LLC | 0.03% | Add +4.1% | 15,388 | $892K |
| Proffitt & Goodson Inc. | 0.16% | Reduce -0.3% | 15,343 | $890K |
| Bordeaux Wealth Advisors LLC | 0.17% | New | 15,296 | $887K |
| Braun-Bostich & Associates Inc. | 0.66% | Add +75.2% | 15,291 | $887K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.35% | Add +9.5% | 15,173 | $885K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 15,151 | $879K |
| Raffa Wealth Management, LLC | 0.25% | Add +12.4% | 15,121 | $877K |
| Glenview Trust Co | 0.02% | No change | 15,111 | $876K |
| Perennial Advisors, LLC | 0.20% | Reduce -8.8% | 15,014 | $871K |
| LCNB Corp. | 0.32% | Reduce -21.1% | 15,000 | $870K |
| Prairiewood Capital, LLC | 0.40% | Reduce -2.7% | 14,713 | $853K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -59.2% | 14,582 | $846K |
| Chandler Asset Management, Inc. | 0.17% | No change | 14,475 | $839K |
| Essex Bank | 0.23% | Add +17.3% | 14,430 | $837K |
| NorthCoast Asset Management LLC | 0.01% | Add +12.3% | 14,394 | $835K |
| Sterling Investment Management, LLC | 0.63% | Reduce -14.7% | 14,285 | $828K |
| Redwood Investment Management, LLC | 0.07% | Add +1.1% | 14,255 | $827K |
| First County Bank | 0.42% | Reduce -7.2% | 14,047 | $815K |
| Addis & Hill, Inc | 0.68% | Add +9.4% | 14,021 | $810K |
| BBR Partners, LLC | 0.07% | New | 13,841 | $803K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +4.8% | 13,805 | $801K |
| Ruedi Wealth Management, Inc. | 0.31% | Reduce -2.0% | 13,790 | $800K |
| Bush Investment Group, LLC | 0.69% | Reduce -44.2% | 13,788 | $800K |
| Synovus Financial Corp. | 0.01% | Reduce -2.3% | 13,784 | $799K |
| LGL Partners, LLC | 0.12% | Reduce -4.8% | 13,693 | $794K |
| Clarity Capital Advisors, LLC | 0.61% | Add +6.2% | 13,644 | $791K |
| Hardin Capital Partners, LLC | 0.51% | — | 13,599 | $789K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.8% | 13,438 | $779K |
| Cwm, LLC | 0.00% | Reduce -38.1% | 13,336 | $773K |
| Avaii Wealth Management, LLC | 0.43% | Reduce -2.6% | 13,277 | $770K |
| Rockbridge Investment Management, LCC | 0.11% | Reduce -12.0% | 13,204 | $766K |
| Dakota Wealth Management | 0.02% | Add +3.4% | 13,198 | $765K |
| Aspiriant, LLC | 0.03% | No change | 13,169 | $764K |
| MBA Advisors LLC | 0.39% | Add +8.6% | 13,137 | $762K |
| Leuthold Group, LLC | 0.09% | No change | 13,027 | $755K |
| Lloyd Advisory Services, LLC. | 0.36% | New | 13,012 | $755K |
| Heritage Wealth Partners, LLC | 1.08% | Reduce -26.3% | 12,828 | $744K |
| Monumental Financial Group Inc. | 0.32% | Reduce -92.2% | 12,728 | $738K |
| Columbus Macro, LLC | 0.28% | Reduce -0.1% | 12,705 | $737K |
| CW Advisors, LLC | 0.01% | Add +0.6% | 12,486 | $724K |
| Hilltop Holdings Inc. | 0.08% | New | 12,374 | $718K |
| Rothschild Wealth LLC | 0.23% | Reduce -0.3% | 12,362 | $717K |
| Avior Wealth Management, LLC | 0.03% | Add +4034.5% | 12,238 | $710K |
| Signaturefd, LLC | 0.01% | Reduce -0.4% | 12,196 | $707K |
| Keebeck Wealth Management | 0.10% | Add +39.2% | 12,167 | $706K |
| MMBG Investment Advisors Co. | 0.08% | No change | 12,090 | $701K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 12,045 | $698K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +1.7% | 12,036 | $698K |
| Roth Financial Partners LLC | 0.30% | Add +200.9% | 11,967 | $694K |
| Smartleaf Asset Management LLC | 0.11% | Reduce -4.0% | 11,965 | $694K |
| GTS Securities LLC | 0.01% | New | 11,917 | $691K |
| L.M. Kohn & Company | 0.19% | Add +0.7% | 11,848 | $687K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -19.7% | 11,644 | $675K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -33.6% | 11,462 | $665K |
| AEGON USA Investment Management, LLC | 0.67% | No change | 11,419 | $662K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +17.5% | 11,377 | $660K |
| LRI Investments, LLC | 0.07% | No change | 11,365 | $659K |
| Agf Management Ltd. | 0.00% | Reduce -32.7% | 11,325 | $657K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -10.2% | 11,287 | $655K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -15.7% | 11,256 | $653K |
| Maripau Wealth Management LLC | 0.44% | Add +77.3% | 11,144 | $646K |
| Cadent Capital Advisors, LLC | 0.26% | Add +0.8% | 11,007 | $638K |
| Valley Wealth Managers, Inc. | 0.05% | Add +1.9% | 10,996 | $638K |
| Lutz Financial Services LLC | 0.06% | Reduce -45.4% | 10,991 | $637K |
| LifePlan Investment Advisors, Inc. | 0.46% | Reduce -0.2% | 10,904 | $632K |
| &partners | 0.03% | New | 10,843 | $629K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -1.9% | 10,839 | $628K |
| EP Wealth Advisors, LLC | 0.01% | Add +10.5% | 10,833 | $628K |
| Slagle Financial, LLC | 0.32% | Add +11.4% | 10,596 | $614K |
| Focus Partners Wealth | 0.00% | Reduce -56.1% | 10,588 | $614K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -43.8% | 10,491 | $608K |
| Capital Advisors Inc. | 0.01% | Reduce -0.2% | 10,477 | $608K |
| Monument Group Wealth Advisors, LLC | 0.41% | Reduce -0.3% | 10,455 | $606K |
| Guardian Capital Advisors LP | 0.06% | No change | 10,410 | $603K |
| Edgestream Partners, L.P. | 0.03% | New | 10,334 | $599K |
| Trust Point Inc. | 0.05% | Reduce -0.1% | 10,325 | $599K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +16.0% | 10,319 | $598K |
| Girard Partners LTD. | 0.06% | Reduce -0.8% | 10,317 | $598K |
| Vertex Planning Partners, LLC | 0.15% | Add +7.0% | 10,139 | $588K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -20.2% | 10,135 | $588K |
| ORG Partners LLC | 0.07% | New | 10,143 | $586K |
| Defined Wealth Management, LLC | 0.40% | Reduce -10.0% | 9,841 | $571K |
| Cadence Bank | 0.04% | Reduce -1.1% | 9,738 | $565K |
| Arkansas Financial Group, Inc. | 0.10% | Add +0.8% | 9,723 | $564K |
| AMG National Trust Bank | 0.02% | New | 9,700 | $563K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.0% | 9,494 | $552K |
| Dopkins Wealth Management, LLC | 0.33% | No change | 9,500 | $551K |
| Main Street Financial Solutions, LLC | 0.05% | Add +24.9% | 9,386 | $544K |
| Ameraudi Asset Management, Inc. | 0.25% | Reduce -9.3% | 9,318 | $540K |
| Cornerstone Advisory, LLC | 0.08% | Reduce -21.1% | 9,310 | $540K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -34.3% | 9,243 | $536K |
| Invesco Ltd. | 0.00% | Add +1.5% | 9,107 | $528K |
| FFT Wealth Management LLC | 0.05% | Reduce -34.4% | 9,039 | $524K |
| Oak Family Advisors, LLC | 0.20% | Add +61.4% | 8,970 | $520K |
| Csenge Advisory Group | 0.03% | Add +23.4% | 8,934 | $518K |
| Cedar Wealth Management, LLC | 0.17% | Add +0.5% | 8,875 | $515K |
| Arlington Trust Co LLC | 0.12% | No change | 8,755 | $508K |
| First Bancorp, Inc | 0.37% | Add +39.9% | 8,700 | $505K |
| D.A. Davidson & Co. | 0.00% | Reduce -34.3% | 8,678 | $503K |
| Evergreen Capital Management LLC | 0.02% | Reduce -17.2% | 8,640 | $501K |
| Novak & Powell Financial Services, Inc. | 0.31% | No change | 8,600 | $499K |
| ABLE Financial Group, LLC | 0.18% | New | 8,599 | $499K |
| Snider Financial Group | 0.19% | No change | 8,542 | $495K |
| Arkadios Wealth Advisors | 0.03% | Add +12.0% | 8,519 | $494K |
| Petra Financial Advisors Inc. | 0.35% | No change | 8,492 | $492K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.3% | 8,373 | $486K |
| ProVise Management Group, LLC | 0.04% | Add +1.2% | 8,339 | $484K |
| TrueMark Investments, LLC | 0.16% | New | 8,280 | $480K |
| Keene & Associates, Inc. | 0.39% | Reduce -0.2% | 8,262 | $479K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -37.2% | 8,282 | $478K |
| Avion Wealth | 0.13% | No change | 8,040 | $466K |
| Buttonwood Financial Advisors Inc. | 0.22% | No change | 7,988 | $463K |
| Private Trust Co. NA | 0.05% | Reduce -0.6% | 7,907 | $459K |
| LaSalle St. Investment Advisors, LLC | 0.23% | New | 7,892 | $458K |
| Seizert Capital Partners, LLC | 0.02% | Reduce -84.6% | 7,676 | $445K |
| Hurlow Wealth Management Group, Inc. | 0.15% | Add +10.8% | 7,614 | $442K |
| Circle Wealth Management, LLC | 0.01% | New | 7,590 | $440K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.1% | 7,592 | $440K |
| Essential Planning, LLC. | 0.19% | Reduce -13.8% | 7,525 | $436K |
| Stokes Family Office, LLC | 0.05% | Add +0.3% | 7,455 | $432K |
| Jones Financial Companies LLLP | 0.00% | Add +856.8% | 7,425 | $431K |
| Continental Investors Services, Inc. | 0.95% | Add +13.0% | 7,343 | $426K |
| Kendall Capital Management | 0.14% | Reduce -0.7% | 7,250 | $420K |
| Sfmg, LLC | 0.04% | No change | 7,172 | $416K |
| Summit Financial, LLC | 0.02% | New | 7,149 | $415K |
| Stephens Inc. | 0.01% | Reduce -4.0% | 7,107 | $412K |
| Life Line Wealth Management LLC | 0.16% | Add +1.0% | 7,084 | $411K |
| AllSquare Wealth Management LLC | 0.25% | Add +6.4% | 7,053 | $409K |
| Silver Oak Advisory Group, Inc. | 0.23% | Add +6.1% | 7,070 | $409K |
| Pacific Financial Group Inc. | 0.29% | Add +6.0% | 7,043 | $408K |
| Evanson Asset Management, LLC | 0.03% | Reduce -15.8% | 6,933 | $402K |
| Laraway Financial Advisors Inc | 0.34% | Add +0.0% | 6,925 | $402K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +4.6% | 6,898 | $400K |
| Bright Futures Wealth Management, LLC. | 0.22% | Reduce -27.7% | 6,779 | $398K |
| Peterson Financial Group, Inc. | 2.42% | Add +9.5% | 6,853 | $397K |
| Founders Financial Securities LLC | 0.04% | Add +32.1% | 6,801 | $394K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | New | 6,780 | $393K |
| Rothschild Capital Partners, LLC | 0.11% | Add +52.7% | 6,749 | $391K |
| StoneX Group Inc. | 0.03% | Reduce -6.3% | 6,727 | $390K |
| Horizon Investments, LLC | 0.01% | Add +33.5% | 6,716 | $387K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 6,648 | $386K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -11.3% | 6,551 | $380K |
| Texas Capital Bancshares Inc | 0.15% | No change | 6,473 | $375K |
| Vicus Capital | 0.03% | Add +1.1% | 6,440 | $373K |
| Hanson & Doremus Investment Management | 0.06% | No change | 6,386 | $370K |
| Bragg Financial Advisors, Inc | 0.02% | Add +9.3% | 6,367 | $369K |
| Diversify Advisory Services, LLC | 0.02% | Add +32.3% | 6,353 | $368K |
| Saiph Capital, LLC | 0.16% | New | 6,335 | $367K |
| Fifth Third Bancorp | 0.00% | Reduce -25.2% | 6,331 | $367K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +15.1% | 6,284 | $365K |
| Physician Wealth Solutions Inc. | 0.26% | Add +2.8% | 6,259 | $363K |
| Keybank National Association | 0.00% | Reduce -24.9% | 6,212 | $360K |
| WNY Asset Management, LLC | 0.05% | New | 6,186 | $359K |
| Ignite Planners, LLC | 0.09% | Add +14.6% | 6,188 | $359K |
| Lido Advisors, LLC | 0.00% | Reduce -35.4% | 6,177 | $358K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +64.7% | 6,128 | $355K |
| Canal Capital Management, LLC | 0.06% | New | 6,022 | $349K |
| Spectrum Wealth Counsel, LLC | 0.04% | New | 5,951 | $345K |
| ZWJ Investment Counsel Inc. | 0.02% | Add +60.9% | 5,941 | $345K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -4.0% | 5,882 | $341K |
| Wellington Wealth Strategies, LLC. | 1.40% | New | 5,762 | $334K |
| Peterson Wealth Advisors, LLC | 0.07% | Reduce -1.1% | 5,719 | $332K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.6% | 5,695 | $330K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,631 | $327K |
| Fifth Third Securities, Inc. | 0.03% | New | 5,621 | $326K |
| Easterly Investment Partners LLC | 0.03% | Add +3.4% | 5,514 | $320K |
| LifePro Asset Management | 0.23% | New | 5,502 | $319K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -0.9% | 5,444 | $316K |
| D.B. Root & Company, LLC | 0.11% | New | 5,339 | $310K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -52.6% | 5,335 | $309K |
| US Bancorp \de | 0.00% | Reduce -14.2% | 5,334 | $309K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.5% | 5,298 | $307K |
| Essex Financial Services, Inc. | 0.02% | Add +17.8% | 5,226 | $306K |
| Fisher Asset Management | 0.00% | Add +38.8% | 5,263 | $305K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -17.0% | 5,250 | $304K |
| Cora Capital Advisors LLC | 0.16% | No change | 5,250 | $304K |
| Allworth Financial LP | 0.00% | Reduce -43.0% | 5,215 | $303K |
| Mather Group, Llc. | 0.00% | Reduce -10.3% | 5,202 | $302K |
| Larson Financial Group LLC | 0.02% | Add +58.7% | 5,137 | $298K |
| Ballentine Partners, LLC | 0.01% | New | 5,136 | $298K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -0.0% | 5,076 | $293K |
| Bank of Hawaii | 0.01% | Add +5.6% | 5,050 | $293K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.3% | 5,050 | $293K |
| Kraft Asset Management, LLC | 0.24% | Reduce -3.3% | 5,026 | $291K |
| Burney Co./ | 0.01% | New | 5,013 | $291K |
| CGN Advisors LLC | 0.03% | Add +9.3% | 4,995 | $290K |
| Jacobsen Capital Management | 0.13% | Reduce -13.0% | 4,984 | $289K |
| Kitching Partners, LLC | 0.52% | Add +1.0% | 4,962 | $288K |
| Sovereign Investment Advisors, LLC | 0.11% | No change | 4,874 | $284K |
| Spinnaker Investment Group, LLC | 0.08% | No change | 4,895 | $284K |
| Bellecapital International Ltd. | 0.06% | No change | 4,879 | $283K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -21.9% | 4,876 | $283K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -28.0% | 4,774 | $277K |
| Jacobi Capital Management LLC | 0.02% | Add +11.7% | 4,738 | $275K |
| Oak Hill Wealth Advisors, LLC | 0.08% | — | 4,652 | $270K |
| TFB Advisors LLC | 0.09% | Reduce -10.0% | 4,574 | $265K |
| Berger Financial Group, Inc | 0.02% | No change | 4,520 | $262K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -24.6% | 4,519 | $262K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -0.2% | 4,505 | $261K |
| Arcadia Wealth Management, LLC | 0.15% | Add +16.6% | 4,436 | $257K |
| PBMares Wealth Management LLC | 0.06% | No change | 4,430 | $257K |
| E&G Advisors, LLC | 0.08% | No change | 4,425 | $257K |
| Dentgroup LLC | 0.20% | Reduce -44.5% | 4,377 | $254K |
| Modern Wealth Management, LLC | 0.02% | Reduce -47.5% | 4,374 | $254K |
| Dynamic Wealth Strategies, LLC | 0.22% | Add +47.7% | 4,364 | $253K |
| FSA Advisors, Inc. | 0.26% | Reduce -6.4% | 4,342 | $252K |
| Planning Center, Inc. | 0.03% | No change | 4,321 | $251K |
| Aries Wealth Management | 0.08% | Add +2.5% | 4,293 | $249K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -8.7% | 4,273 | $248K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.6% | 4,241 | $246K |
| Mfa Wealth Advisors, LLC | 0.05% | New | 4,240 | $246K |
| Buska Wealth Management, LLC | 0.10% | Reduce -34.8% | 4,196 | $243K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.8% | 4,175 | $242K |
| Balefire, LLC | 0.09% | Add +10.7% | 4,149 | $241K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -29.6% | 4,122 | $239K |
| Fourpath Capital Management, LLC | 0.18% | Reduce -0.7% | 4,106 | $238K |
| Sage Financial Management Group, Inc. | 0.72% | Reduce -22.9% | 4,080 | $237K |
| Meritas Wealth Management, LLC | 0.17% | Add +0.4% | 4,063 | $236K |
| Albion Financial Group | 0.02% | Reduce -24.8% | 4,043 | $234K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,025 | $233K |
| JFG Wealth Management, LLC | 0.07% | New | 4,008 | $232K |
| Brickley Wealth Management | 0.05% | No change | 4,008 | $232K |
| Narus Financial Partners, LLC | 0.09% | Reduce -26.4% | 4,000 | $232K |
| American State Bank (Iowa) | 0.15% | No change | 3,944 | $229K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 3,924 | $228K |
| Legacy PCG, LLC | 0.14% | No change | 3,884 | $225K |
| Trinity Wealth Management, LLC | 0.11% | Reduce -1.4% | 3,874 | $225K |
| IMPACTfolio, LLC | 0.13% | Reduce -3.7% | 3,857 | $224K |
| IHT Wealth Management, LLC | 0.01% | Reduce -43.6% | 3,856 | $224K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -95.0% | 3,836 | $222K |
| Napatree Capital LLC | 0.18% | No change | 3,791 | $220K |
| Coston, McIsaac & Partners | 0.07% | Add +0.8% | 3,760 | $218K |
| S. R. Schill & Associates | 0.10% | Add +0.9% | 3,745 | $217K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -34.1% | 3,718 | $216K |
| AlTi Global, Inc. | 0.01% | Reduce -2.4% | 3,693 | $214K |
| Integrity Wealth Solutions LLC | 0.14% | Add +1.1% | 3,602 | $209K |
| Merriman Wealth Management, LLC | 0.01% | New | 3,601 | $209K |
| B&D White Capital Company, LLC | 0.04% | No change | 3,582 | $208K |
| United Community Bank | 0.08% | Add +13.5% | 3,552 | $206K |
| Shayne & Jacobs, LLC | 0.06% | Reduce -21.1% | 3,550 | $206K |
| Compton Wealth Advisory Group, LLC | 0.05% | New | 3,539 | $205K |
| Arcadia Investment Advisors LLC | 0.12% | Reduce -2.9% | 3,511 | $204K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,475 | $202K |
| IVC Wealth Advisors LLC | 0.11% | Reduce -4.0% | 3,473 | $201K |
| Delta Financial Group, Inc. | 0.08% | No change | 3,458 | $201K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.4% | 3,449 | $200K |
| REAP Financial Group, LLC | 0.05% | Reduce -58.6% | 3,361 | $195K |
| AdvisorNet Financial, Inc | 0.02% | No change | 3,330 | $193K |
| Webster Bank, N. A. | 0.02% | Add +195.3% | 3,266 | $189K |
| Parkside Financial Bank & Trust | 0.03% | Add +11.5% | 3,160 | $183K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 3,074 | $178K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -2.1% | 3,034 | $176K |
| Fairscale Capital, LLC | 0.16% | — | 3,007 | $175K |
| Strategic Financial Concepts, LLC | 0.10% | New | 104,205 | $175K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 3,000 | $174K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +29.6% | 2,813 | $163K |
| Caitlin John, LLC | 0.12% | Add +3.0% | 2,792 | $162K |
| Pineridge Advisors LLC | 0.05% | Add +3.2% | 2,742 | $159K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.4% | 2,716 | $158K |
| Principal Securities, Inc. | 0.00% | Add +50.6% | 2,630 | $152K |
| MidAtlantic Capital Management, Inc. | 0.13% | No change | 2,573 | $149K |
| Manchester Capital Management LLC | 0.02% | Add +107.3% | 2,570 | $149K |
| Motco | 0.01% | Add +82.3% | 2,529 | $147K |
| Ashton Thomas Securities, LLC | 0.03% | — | 2,500 | $145K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 2,465 | $143K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $133K |
| True Wealth Design, LLC | 0.03% | Reduce -28.9% | 2,266 | $131K |
| Global Trust Asset Management, LLC | 0.05% | No change | 2,259 | $131K |
| General Partner, Inc. | 0.08% | No change | 2,250 | $130K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.6% | 2,072 | $120K |
| Financial Management Professionals, Inc. | 0.02% | Reduce -17.0% | 2,072 | $120K |
| Redwood Wealth Management Group, LLC | 0.09% | New | 2,014 | $117K |
| FMR LLC | 0.00% | Reduce -30.8% | 2,007 | $116K |
| Triad Wealth Partners, LLC | 0.06% | New | 1,939 | $112K |
| Legacy Bridge, LLC | 0.06% | No change | 1,900 | $110K |
| Pacifica Partners Inc. | 0.05% | Reduce -15.0% | 1,845 | $107K |
| Allianz SE | 0.00% | No change | 1,700 | $99K |
| WealthShield Partners, LLC | 0.01% | Reduce -24.6% | 1,691 | $98K |
| International Assets Investment Management, LLC | 0.01% | New | 1,653 | $96K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +11.0% | 1,644 | $95K |
| Guardian Wealth Management, Inc. | 0.07% | Reduce -8.6% | 1,631 | $95K |
| Boyd Watterson Asset Management LLC | 0.03% | Reduce -26.7% | 1,629 | $94K |
| Central Bank & Trust Co. | 0.01% | No change | 1,574 | $91K |
| Union Savings Bank | 0.04% | No change | 1,479 | $86K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +1.1% | 1,441 | $84K |
| Twin Lakes Capital Management, LLC | 0.05% | Reduce -76.0% | 1,358 | $79K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,275 | $74K |
| Nordwand Advisors, LLC | 0.03% | No change | 1,262 | $73K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,239 | $72K |
| Anfield Capital Management, LLC | 0.03% | New | 1,184 | $69K |
| Morris Financial Concepts, Inc. | 0.03% | Add +16.0% | 1,182 | $69K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,124 | $65K |
| Fairman Group, LLC | 0.07% | Add +8.3% | 1,123 | $65K |
| Sound Income Strategies, LLC | 0.00% | Add +41.8% | 1,117 | $65K |
| CVA Family Office, LLC | 0.01% | Add +9.7% | 1,116 | $65K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 990 | $57K |
| Main Management LLC | 0.00% | No change | 956 | $55K |
| Syntrinsic LLC | 0.02% | Add +1.0% | 927 | $54K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 900 | $52K |
| 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 |
| Colonial Trust Co / SC | 0.01% | Add +40.5% | 816 | $47K |
| North Star Investment Management Corp. | 0.00% | Add +1.0% | 795 | $46K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 766 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 756 | $44K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 735 | $43K |
| Grove Bank & Trust | 0.01% | Reduce -95.4% | 721 | $42K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -39.1% | 717 | $42K |
| Continuum Advisory, LLC | 0.01% | No change | 636 | $37K |
| Sunbelt Securities, Inc. | 0.00% | Add +166.8% | 619 | $36K |
| S.A. Mason LLC | 0.02% | No change | 600 | $35K |
| DecisionPoint Financial, LLC | 0.01% | Reduce -55.6% | 560 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 550 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 525 | $30K |
| Coppell Advisory Solutions LLC | 0.00% | — | 486 | $28K |
| Concord Wealth Partners | 0.00% | Add +0.7% | 464 | $27K |
| Eukles Asset Management | 0.01% | Reduce -10.9% | 441 | $26K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 403 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 385 | $22K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 384 | $22K |
| Caldwell Trust Co | 0.00% | New | 350 | $20K |
| 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 |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +76.5% | 300 | $17K |
| Private Capital Management LLC | 0.00% | Reduce -43.4% | 296 | $17K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -31.3% | 275 | $16K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 253 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 224 | $13K |
| Gradient Investments LLC | 0.00% | New | 209 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 205 | $12K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.0% | 201 | $12K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 186 | $11K |
| Orion Capital Management LLC | 0.01% | Add +49.6% | 181 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 180 | $10K |
| First Pacific Financial | 0.00% | Add +0.6% | 180 | $10K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -95.1% | 173 | $10K |
| Family Manage LLC | 0.00% | No change | 160 | $9K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 140 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +41.7% | 136 | $8K |
| Castleview Partners, LLC | 0.00% | Add +103.2% | 128 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $6K |
| Realta Investment Advisors | 0.00% | No change | 100 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 96 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 94 | $5K |
| Operose Advisors LLC | 0.00% | Reduce -93.4% | 91 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 87 | $5K |
| POM Investment Strategies, LLC | 0.00% | New | 72 | $4K |
| American National Bank & Trust | 0.00% | New | 62 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -99.1% | 54 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 45 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -68.0% | 41 | $2K |
| WFA of San Diego, LLC | 0.00% | — | 35 | $2K |
| PrairieView Partners, LLC | 0.00% | Reduce -4.1% | 47 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 33 | $2K |
| Sachetta, LLC | 0.00% | Reduce -56.3% | 31 | $2K |
| Timber Creek Capital Management LLC | 0.00% | New | 19 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 11 | $1K |
| New Millennium Group LLC | 0.00% | New | 11 | $638 |
| Wiser Advisor Group LLC | 0.00% | New | 11 | $582 |
| ICA Group Wealth Management, LLC | 0.00% | New | 8 | $464 |
| Unique Wealth Strategies, LLC | 0.00% | New | 7 | $406 |
| IAG Wealth Partners, LLC | 0.00% | New | 4 | $232 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -93.8% | 57 | $53 |
| EMC Capital Management | 0.00% | No change | 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.