Vanguard Short-Term TreasuryVGSHETF
13F holders, Q3 2024 (September 30)844holders −2
67new positions
65sold out
2famous investors
$58.98avg. 13F price*
At the end of Q3 2024, 844 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, down 2 from Q2 2024. 67 opened new positions and 65 sold out. The largest holders were Morgan Stanley ($1.2B), JPMorgan Chase & Co. ($842.1M) and Orgel Wealth Management, LLC ($423.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $232.2M |
| Exits | 65 | $58.6M |
All 13F filers, Q2 2024 → Q3 2024: 22,544,362 shares bought and 21,993,220 shares sold, net +551,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Morgan Stanley | 0.09% | Reduce -1.9% | 20,552,361 | $1.2B |
| JPMorgan Chase & Co. | 0.07% | Reduce -26.5% | 14,268,498 | $842.1M |
| Orgel Wealth Management, LLC | 10.59% | Add +4.8% | 7,171,410 | $423.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -15.9% | 6,715,978 | $396.4M |
| Bank of America Corp. | 0.03% | Add +6.7% | 6,593,414 | $389.1M |
| Northern Trust Corp. | 0.05% | Add +14.0% | 5,397,511 | $318.6M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -23.6% | 5,020,708 | $296.3M |
| Partners Capital Investment Group, LLP | 4.67% | Add +9.3% | 4,952,286 | $292.3M |
| State Street Corp. | 0.01% | No change | 4,000,000 | $236.1M |
| SCS Capital Management LLC | 4.75% | Add +2.7% | 3,992,357 | $235.6M |
| M&T Bank Corp | 0.76% | Add +1.7% | 3,911,421 | $230.9M |
| Wealth Enhancement Advisory Services, LLC | 0.49% | Add +8.2% | 3,862,312 | $228.0M |
| Baird Financial Group, Inc. | 0.43% | Add +33.7% | 3,782,326 | $223.2M |
| Municipal Employees' Retirement System of Michigan | 2.80% | Add +0.3% | 3,601,177 | $212.5M |
| Cerity Partners LLC | 0.44% | Add +8.3% | 3,376,630 | $199.3M |
| Wells Fargo & Company | 0.05% | Reduce -44.3% | 3,195,696 | $188.6M |
| NorthRock Partners, LLC | 5.43% | Add +12081.3% | 2,791,820 | $164.8M |
| UBS Group AG | 0.04% | Reduce -15.7% | 2,686,721 | $158.6M |
| Blue Trust, Inc. | 1.96% | Add +13.9% | 2,593,161 | $150.4M |
| Valmark Advisers, Inc. | 2.35% | Add +5.3% | 2,540,475 | $149.9M |
| Money Design Co.,Ltd. | 7.21% | Add +5.2% | 2,456,136 | $145.0M |
| Johns Hopkins University | 4.56% | New | 2,061,065 | $121.6M |
| Smithfield Trust Co | 5.96% | Add +5.8% | 2,059,943 | $121.6M |
| Mercer Global Advisors Inc. | 0.27% | Add +24.6% | 1,934,131 | $113.9M |
| Nepc LLC | 3.40% | No change | 1,913,635 | $112.9M |
| Advisory Alpha, LLC | 3.98% | Add +5.8% | 1,899,234 | $112.1M |
| HighTower Advisors, LLC | 0.16% | Add +2.1% | 1,885,957 | $111.3M |
| Royal Bank of Canada | 0.02% | Reduce -5.3% | 1,879,609 | $110.9M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +17.5% | 1,826,533 | $107.8M |
| LPL Financial LLC | 0.05% | Add +3.1% | 1,802,512 | $106.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -8.8% | 1,652,946 | $99.0M |
| Acropolis Investment Management, LLC | 5.70% | Reduce -1.9% | 1,626,256 | $96.0M |
| Pure Financial Advisors, LLC | 2.27% | Add +17.1% | 1,602,655 | $94.6M |
| Brown Advisory Inc. | 0.11% | Reduce -10.9% | 1,537,534 | $90.7M |
| Cetera Investment Advisers | 0.17% | Add +64.3% | 1,278,762 | $75.5M |
| Rockefeller Capital Management L.P. | 0.20% | Add +0.6% | 1,230,825 | $72.6M |
| TD Private Client Wealth LLC | 1.95% | Add +12.2% | 1,150,437 | $67.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -12.3% | 1,134,422 | $67.0M |
| AE Wealth Management LLC | 0.60% | Reduce -2.1% | 1,123,205 | $66.3M |
| First Financial Bankshares Inc | 1.38% | Add +4.4% | 1,114,445 | $65.8M |
| Truist Financial Corp. | 0.10% | Reduce -22.0% | 1,088,018 | $64.2M |
| Evensky & Katz LLC | 4.17% | Add +2.7% | 1,086,352 | $64.1M |
| Miller Investment Management, LP | 6.48% | Add +40.6% | 1,054,914 | $62.3M |
| Talon Private Wealth, LLC | 12.98% | — | 1,045,588 | $61.7M |
| Old National Bancorp | 1.41% | Add +0.4% | 1,034,599 | $61.1M |
| Creative Planning | 0.06% | Reduce -3.4% | 1,034,166 | $61.0M |
| Brookstone Capital Management | 0.85% | Add +1206.6% | 979,003 | $57.8M |
| Penserra Capital Management LLC | 1.25% | Reduce -17.5% | 972,752 | $57.4M |
| Renaissance Technologies | 0.08% | Reduce -17.2% | 948,507 | $56.0M |
| First Command Advisory Services, Inc. | 0.54% | Add +5.8% | 943,831 | $55.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.51% | Add +3.4% | 906,854 | $53.5M |
| NorthCoast Asset Management LLC | 0.38% | Add +6213.3% | 908,739 | $53.3M |
| Osaic Holdings, Inc. | 0.12% | Add +28.0% | 897,569 | $53.0M |
| Chemistry Wealth Management LLC | 12.66% | Add +2.5% | 897,040 | $52.9M |
| Merit Financial Group, LLC | 1.16% | Reduce -12.0% | 875,229 | $51.7M |
| Strata Wealth Advisors, LLC | 16.29% | Add +4.8% | 858,536 | $50.7M |
| Eagle Ridge Investment Management | 4.40% | Add +6.5% | 850,413 | $50.2M |
| New York Life Investment Management LLC | 0.46% | Add +18.3% | 805,323 | $47.5M |
| 1834 Investment Advisors Co. | 5.45% | Add +7.6% | 792,722 | $46.8M |
| Cornerstone Wealth Advisors, Inc. | 12.95% | Reduce -35.0% | 789,310 | $46.6M |
| Armstrong Advisory Group, Inc. | 3.77% | Add +2126.2% | 771,192 | $45.5M |
| Insight 2811, Inc. | 22.36% | Reduce -4.8% | 761,133 | $44.9M |
| Oak Harvest Investment Services | 6.45% | Reduce -10.6% | 759,547 | $44.8M |
| Federation des caisses Desjardins du Quebec | 0.22% | Reduce -0.5% | 758,823 | $44.8M |
| Pacific Sage Partners, LLC | 10.61% | Reduce -0.4% | 755,244 | $44.6M |
| Defender Capital, LLC. | 14.71% | Reduce -16.6% | 750,753 | $44.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.8% | 719,270 | $42.5M |
| Wealth Dimensions Group, Ltd. | 10.37% | Add +5.1% | 693,782 | $40.9M |
| Alta Advisers Ltd | 18.37% | Reduce -2.1% | 681,276 | $40.2M |
| Foster Group, Inc. | 1.49% | Add +1.4% | 675,109 | $39.8M |
| Falcon Wealth Planning | 4.67% | Add +4.1% | 673,965 | $39.8M |
| Presilium Private Wealth, LLC | 9.08% | Add +7.5% | 667,745 | $39.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.91% | Add +9.1% | 665,709 | $39.3M |
| Spire Wealth Management | 1.31% | Add +119.5% | 660,746 | $39.0M |
| Mariner, LLC | 0.06% | Reduce -4.1% | 603,938 | $35.6M |
| Vernal Point Advisors, LLC | 26.71% | Reduce -7.6% | 584,904 | $34.5M |
| Ami Investment Management Inc. | 11.62% | Add +1.8% | 581,552 | $34.3M |
| Opus Capital Group, LLC | 4.18% | Add +3.2% | 567,159 | $33.5M |
| MassMutual Private Wealth & Trust, FSB | 0.92% | Add +2.1% | 550,001 | $32.5M |
| Mayport, LLC | 10.04% | Add +13.3% | 530,852 | $31.3M |
| Portland Global Advisors LLC | 3.94% | Add +8.3% | 530,392 | $31.3M |
| Scopus Asset Management, L.P. | 0.91% | No change | 522,500 | $30.8M |
| Arista Wealth Management, LLC | 7.13% | Add +1.9% | 502,915 | $29.7M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +4.0% | 500,214 | $29.5M |
| Benjamin Edwards Inc. | 0.43% | Add +2026.1% | 495,185 | $29.2M |
| Cambridge Associates LLC /Ma/ | 1.07% | New | 482,601 | $28.5M |
| Schiavi & Co LLC | 10.29% | Add +3.5% | 480,444 | $28.4M |
| MainStreet Investment Advisors LLC | 3.76% | Reduce -10.3% | 479,765 | $28.3M |
| Facet Wealth, Inc. | 0.80% | Add +6.7% | 482,974 | $28.1M |
| Alaethes Wealth, LLC | 10.30% | Add +13.2% | 473,060 | $27.9M |
| American Money Management, LLC | 5.52% | Add +8.3% | 468,095 | $27.6M |
| Cordant, Inc. | 13.27% | Add +5.9% | 439,641 | $25.9M |
| Bleakley Financial Group, LLC | 0.77% | Add +94.5% | 426,495 | $25.2M |
| Foundations Investment Advisors, LLC | 0.53% | Reduce -34.6% | 424,500 | $25.1M |
| WBH Advisory Inc. | 2.36% | Reduce -3.7% | 422,890 | $25.0M |
| Franklin Resources Inc. | 0.01% | Add +1.2% | 424,379 | $24.8M |
| Delta Investment Management, LLC | 5.04% | Add +11.7% | 418,743 | $24.7M |
| Venturi Wealth Management, LLC | 1.29% | Add +74.9% | 417,258 | $24.6M |
| Global Wealth Management Investment Advisory, Inc. | 5.30% | Add +3.9% | 416,079 | $24.6M |
| Stratos Wealth Advisors, LLC | 1.08% | Add +11.7% | 400,400 | $23.6M |
| Vanguard Group Inc. | 0.00% | Add +31.0% | 398,460 | $23.5M |
| Level Financial Advisors | 8.76% | Add +3.8% | 389,071 | $23.0M |
| Sollinda Capital Management LLC | 6.44% | Reduce -1.5% | 386,815 | $22.8M |
| Strategic Point Investment Advisors, LLC | 3.75% | Add +335.1% | 384,895 | $22.7M |
| Charles Schwab Trust Co | 1.96% | Reduce -10.3% | 384,186 | $22.7M |
| Gould Asset Management LLC | 4.78% | Add +6.3% | 377,749 | $22.3M |
| Five Oceans Advisors | 10.48% | Reduce -0.4% | 371,003 | $21.9M |
| Regions Financial Corp. | 0.16% | Add +10.4% | 369,632 | $21.8M |
| Prudential PLC | 0.11% | Reduce -5.2% | 368,114 | $21.7M |
| MML Investors Services, LLC | 0.08% | Add +5.5% | 361,377 | $21.3M |
| CWA Asset Management Group, LLC | 1.12% | — | 356,732 | $21.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -20.2% | 355,245 | $21.0M |
| Minot Capital, LP | 5.88% | No change | 352,144 | $20.8M |
| Creative Financial Designs Inc. | 1.75% | Reduce -0.9% | 352,069 | $20.8M |
| Captrust Financial Advisors | 0.06% | Add +3.8% | 350,680 | $20.7M |
| Country Club Bank | 1.38% | Add +2.9% | 349,831 | $20.7M |
| Coldstream Capital Management Inc. | 0.44% | New | 345,952 | $20.1M |
| Park Avenue Securities LLC | 0.22% | Add +10.8% | 339,226 | $20.0M |
| Efficient Advisors, LLC | 1.24% | Add +1.6% | 335,192 | $19.8M |
| Salomon & Ludwin, LLC | 2.00% | Add +8.8% | 333,256 | $19.7M |
| AllGen Financial Advisors, Inc. | 6.20% | Reduce -23.1% | 323,789 | $19.1M |
| Trustmark Bank Trust Department | 1.44% | Add +248.9% | 322,436 | $19.0M |
| Wolff Financial Management LLC | 5.01% | Add +6.0% | 312,327 | $18.4M |
| Focus Partners Advisor Solutions, LLC | 0.38% | Add +5954.1% | 305,730 | $18.0M |
| Morling Financial Advisors, LLC | 6.80% | Add +18.0% | 302,202 | $17.8M |
| Winch Advisory Services, LLC | 4.90% | Add +0.5% | 300,050 | $17.7M |
| Carlson Capital Management | 0.74% | Reduce -1.3% | 296,867 | $17.5M |
| Dai-ichi Life Holdings, Inc. | 20.19% | Add +1.3% | 292,000 | $17.2M |
| Hilton Capital Management, LLC | 1.32% | Reduce -12.2% | 287,315 | $17.0M |
| Peak Asset Management, LLC | 3.16% | Add +15.0% | 283,656 | $16.7M |
| Janney Montgomery Scott LLC | 0.05% | Add +567.2% | 283,602 | $16.7M |
| Voisard Asset Management Group, Inc. | 6.83% | Add +7.5% | 277,873 | $16.4M |
| Obsidian Cio, LLC | 3.39% | Add +12.5% | 273,886 | $16.2M |
| SMART Wealth LLC | 6.33% | Add +333.2% | 273,777 | $16.2M |
| Deane Retirement Strategies, Inc. | 7.86% | New | 273,248 | $16.1M |
| Allen Investment Management, LLC | 0.18% | Reduce -6.6% | 263,591 | $15.6M |
| Northwest Wealth Management, LLC | 3.58% | Reduce -1.0% | 260,378 | $15.4M |
| Integrated Wealth Concepts LLC | 0.19% | Add +34.9% | 258,586 | $15.3M |
| Montag A & Associates Inc. | 0.71% | Reduce -6.7% | 252,263 | $14.9M |
| Horizon Financial Services, LLC | 8.76% | Reduce -1.2% | 249,859 | $14.7M |
| Raymond James & Associates | 0.01% | Reduce -15.7% | 246,627 | $14.6M |
| Human Investing LLC | 2.62% | Add +4.5% | 245,491 | $14.5M |
| Cypress Capital, LLC | 3.73% | Reduce -9.3% | 244,895 | $14.5M |
| BNP Paribas Financial Markets | 0.01% | Add +2.5% | 243,269 | $14.4M |
| Shah Capital Management | 2.79% | No change | 242,357 | $14.3M |
| Dynasty Wealth Management, LLC | 0.42% | Add +10.7% | 236,657 | $14.0M |
| Horizon Kinetics Asset Management LLC | 0.20% | Reduce -0.8% | 223,499 | $13.2M |
| Investure, LLC | 0.91% | No change | 222,200 | $13.1M |
| Bank of Nova Scotia | 0.03% | Reduce -7.0% | 218,152 | $12.9M |
| Focus Partners Wealth | 0.04% | Add +1939.4% | 215,936 | $12.7M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -63.5% | 209,100 | $12.3M |
| Whitcomb & Hess, Inc. | 3.66% | Reduce -2.5% | 208,471 | $12.3M |
| Chicago Partners Investment Group LLC | 0.43% | Add +53.4% | 208,225 | $12.2M |
| Sand Hill Global Advisors, LLC | 0.51% | Reduce -1.0% | 206,140 | $12.2M |
| Vise Technologies, Inc. | 1.53% | Reduce -4.5% | 204,123 | $12.0M |
| Websterrogers Financial Advisors, LLC | 4.21% | Reduce -5.5% | 203,863 | $12.0M |
| Patriot Investment Management Group, Inc. | 0.88% | Add +3.5% | 203,675 | $12.0M |
| Anderson Hoagland & Co. | 1.22% | Add +24.9% | 204,813 | $12.0M |
| Capital Investment Advisory Services, LLC | 1.13% | Reduce -12.7% | 201,952 | $11.9M |
| Montecito Bank & Trust | 1.99% | Add +3.6% | 197,674 | $11.7M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -5.5% | 196,160 | $11.6M |
| Lowe Brockenbrough & Co. Inc. | 0.74% | Add +31.4% | 195,830 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.8% | 192,079 | $11.3M |
| Element Pointe Advisors, LLC | 2.72% | Add +10.2% | 189,758 | $11.2M |
| Kure Advisory, LLC | 10.02% | Add +2.4% | 189,642 | $11.2M |
| Unison Advisors LLC | 1.33% | Reduce -2.2% | 187,291 | $11.1M |
| Ullmann Wealth Partners Group, LLC | 1.43% | Add +4.4% | 187,156 | $11.0M |
| Harbour Investments, Inc. | 0.33% | Add +15.5% | 185,790 | $11.0M |
| Conservest Capital Advisors, Inc. | 1.12% | Add +0.4% | 188,513 | $10.9M |
| Greenwood Capital Associates LLC | 1.42% | Add +5.0% | 184,497 | $10.9M |
| Rogco, LP | 4.23% | Add +1.1% | 182,976 | $10.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +20.2% | 178,058 | $10.5M |
| Corient Private Wealth LP | 0.02% | Reduce -20.7% | 178,076 | $10.5M |
| Pasadena Private Wealth, LLC | 2.21% | Add +89.6% | 176,095 | $10.4M |
| Beverly Hills Private Wealth, LLC | 2.11% | Add +35.5% | 175,566 | $10.4M |
| Tortoise Investment Management, LLC | 1.07% | Reduce -2.1% | 174,130 | $10.3M |
| ARK & TLK Investments, LLC | 3.62% | Add +14.2% | 172,697 | $10.2M |
| EPG Wealth Management LLC | 2.57% | Add +0.0% | 172,352 | $10.2M |
| Kings Path Partners LLC | 4.19% | Add +10.3% | 169,351 | $10.0M |
| B&D White Capital Company, LLC | 1.72% | Add +4606.4% | 168,582 | $9.9M |
| Howe & Rusling Inc. | 0.85% | Add +5.4% | 167,285 | $9.9M |
| Cascade Wealth Advisors, Inc | 6.95% | Add +11.8% | 164,854 | $9.7M |
| Capital Investment Services of America, Inc. | 0.91% | Add +5.2% | 162,375 | $9.6M |
| Muirfield Wealth Advisors LLC | 8.11% | Add +3.0% | 161,763 | $9.5M |
| Woodmont Investment Counsel LLC | 0.72% | Add +2.0% | 161,575 | $9.5M |
| Values First Advisors, Inc. | 5.06% | Add +104.1% | 157,942 | $9.3M |
| HM Payson & Co. | 0.16% | Add +28.9% | 154,861 | $9.1M |
| Jane Street Group, LLC | 0.01% | Add +88.7% | 153,701 | $9.1M |
| Cravens & Co Advisors, LLC | 6.97% | Reduce -1.5% | 152,938 | $9.0M |
| HB Wealth Management, LLC | 0.10% | Reduce -7.7% | 152,534 | $9.0M |
| Cape Ann Savings Bank | 5.17% | Reduce -4.3% | 151,130 | $8.9M |
| Addison Advisors LLC | 2.46% | Add +66.7% | 149,906 | $8.8M |
| Axxcess Wealth Management, LLC | 0.22% | Add +13.1% | 149,826 | $8.8M |
| Empowered Funds, LLC | 0.14% | Add +1.1% | 150,201 | $8.8M |
| McLean Asset Management Corp | 2.63% | Add +13.9% | 149,207 | $8.7M |
| Courier Capital LLC | 0.59% | Add +768.9% | 147,009 | $8.7M |
| Safir Wealth Advisors, LLC | 6.65% | Reduce -0.3% | 146,463 | $8.6M |
| Colony Family Offices, LLC | 2.66% | Add +14.7% | 145,218 | $8.6M |
| Zacks Investment Management | 0.07% | Add +13.7% | 144,532 | $8.5M |
| Middleton & Co. Inc. | 0.93% | Add +11.8% | 142,750 | $8.4M |
| Farther Finance Advisors, LLC | 0.30% | Add +20.1% | 137,521 | $8.1M |
| Bokf, NA | 0.14% | Add +6.6% | 137,963 | $8.1M |
| Bull Street Advisors, LLC | 3.72% | Reduce -3.3% | 135,882 | $8.0M |
| Echo45 Advisors LLC | 5.21% | Add +2.9% | 135,870 | $8.0M |
| ETF Portfolio Partners, Inc. | 2.37% | Add +12.2% | 135,459 | $8.0M |
| Vectors Research Management, LLC | 2.39% | Reduce -30.4% | 134,018 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.2% | 128,971 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -13.1% | 129,915 | $7.7M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -13.1% | 129,915 | $7.7M |
| Roundview Capital LLC | 0.54% | Add +4.0% | 125,254 | $7.4M |
| Kingdom Financial Group LLC. | 5.52% | Reduce -0.8% | 125,038 | $7.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +25.1% | 123,484 | $7.3M |
| Signify Wealth | 8.90% | Add +22.2% | 123,083 | $7.3M |
| Nicolet Advisory Services, LLC | 0.68% | Add +1.6% | 122,273 | $7.2M |
| Studio Investment Management LLC | 1.51% | Add +7.8% | 121,750 | $7.2M |
| Pegasus Partners Ltd. | 0.67% | Add +10.8% | 121,095 | $7.1M |
| Biltmore Wealth Management, LLC | 2.93% | Add +4.3% | 120,758 | $7.1M |
| Freedom Investment Management, Inc. | 0.56% | Add +5.1% | 119,101 | $7.0M |
| Beacon Financial Strategies CORP | 4.73% | Add +3.7% | 117,740 | $6.9M |
| Retirement Planning Group, LLC | 0.37% | Reduce -2.4% | 116,009 | $6.8M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +19.7% | 115,579 | $6.8M |
| National Bank of Canada | 0.01% | Add +7.0% | 115,411 | $6.8M |
| Hancock Whitney Corp. | 0.22% | Add +0.6% | 115,216 | $6.8M |
| Perigon Wealth Management, LLC | 0.18% | New | 113,619 | $6.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +41.5% | 113,133 | $6.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.5% | 110,163 | $6.5M |
| Trek Financial, LLC | 0.48% | Add +34.5% | 109,611 | $6.5M |
| Marion Wealth Management | 1.70% | Add +6.3% | 108,160 | $6.4M |
| Elmwood Wealth Management, Inc. | 2.62% | Reduce -34.6% | 107,834 | $6.4M |
| Certified Advisory Corp | 0.70% | Add +8.0% | 107,044 | $6.3M |
| Comerica Bank | 0.02% | Reduce -7.5% | 103,664 | $6.1M |
| Heritage Wealth Management, Inc. | 5.49% | Add +0.6% | 103,017 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -51.8% | 102,795 | $6.0M |
| DDD Partners, LLC | 0.65% | Add +17.8% | 101,079 | $6.0M |
| Disciplined Investments, LLC | 2.94% | Reduce -2.5% | 100,854 | $6.0M |
| Compton Wealth Advisory Group, LLC | 1.50% | Add +2745.0% | 100,685 | $5.9M |
| Stifel Financial Corp. | 0.01% | Reduce -37.5% | 99,047 | $5.8M |
| Quadrant Capital Group LLC | 0.40% | Add +5.9% | 96,930 | $5.7M |
| Spectrum Financial Alliance Ltd LLC | 2.04% | Reduce -12.0% | 96,706 | $5.7M |
| NewEdge Wealth, LLC | 0.10% | Add +6.2% | 94,713 | $5.6M |
| American Trust | 0.46% | Reduce -18.2% | 93,499 | $5.5M |
| Whittier Trust Co. | 0.07% | Add +42.4% | 91,866 | $5.4M |
| Summit Trail Advisors, LLC | 0.13% | Add +14.5% | 90,866 | $5.4M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.9% | 89,840 | $5.3M |
| Seven Post Investment Office LP | 0.80% | Reduce -0.3% | 89,193 | $5.3M |
| Hara Capital LLC | 3.20% | Add +35.8% | 87,215 | $5.1M |
| Simplicity Wealth,LLC | 0.47% | Reduce -72.3% | 85,828 | $5.1M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Reduce -18.3% | 85,572 | $5.1M |
| Marotta Asset Management | 0.99% | Add +5.2% | 85,252 | $5.0M |
| Tennessee Valley Asset Management Partners | 0.82% | Add +33.8% | 85,112 | $5.0M |
| Signet Financial Management, LLC | 0.63% | Reduce -2.0% | 83,589 | $4.9M |
| Altiora Financial Group, LLC | 1.08% | Reduce -14.4% | 82,908 | $4.9M |
| Apella Capital, LLC | 0.20% | Add +3.5% | 83,127 | $4.9M |
| Scotia Capital Inc. | 0.03% | Add +8.0% | 81,888 | $4.8M |
| Laidlaw Wealth Management LLC | 2.31% | Reduce -0.4% | 79,119 | $4.7M |
| Citigroup Inc. | 0.00% | Reduce -17.1% | 77,793 | $4.6M |
| Boston Family Office LLC | 0.31% | Add +3.9% | 76,975 | $4.5M |
| RFG Advisory, LLC | 0.13% | Reduce -4.0% | 74,826 | $4.4M |
| Valley Financial Group, Inc. | 3.05% | Reduce -0.2% | 73,991 | $4.4M |
| Bank of Montreal | 0.00% | Add +4.9% | 72,615 | $4.3M |
| Titleist Asset Management, LLC | 0.61% | Reduce -5.5% | 71,210 | $4.2M |
| Financial Counselors Inc. | 0.06% | New | 71,000 | $4.2M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -13.6% | 70,804 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +1.9% | 70,731 | $4.2M |
| Advisory Research Inc. | 0.73% | No change | 69,657 | $4.1M |
| CWC Advisors, LLC. | 4.05% | — | 69,523 | $4.1M |
| 49 Wealth Management, LLC | 0.67% | New | 69,273 | $4.1M |
| Alhambra Investment Management LLC | 2.12% | Reduce -13.9% | 69,255 | $4.1M |
| Fortune Financial Advisors, LLC | 3.70% | Add +2.9% | 69,145 | $4.1M |
| McIlrath & Eck, LLC | 0.52% | Add +15.0% | 68,340 | $4.0M |
| American Investment Services, Inc. | 0.67% | Reduce -4.2% | 67,827 | $4.0M |
| Quadrature Capital Ltd | 0.09% | New | 67,816 | $4.0M |
| Howard Bailey Securities, LLC | 1.51% | — | 67,494 | $4.0M |
| Argent Trust Co | 0.16% | Add +10.2% | 67,256 | $4.0M |
| Tillman Hartley LLC | 1.18% | Reduce -4.8% | 67,130 | $4.0M |
| White Lighthouse Investment Management Inc. | 0.71% | Reduce -1.0% | 66,904 | $3.9M |
| Frontier Asset Management, LLC | 1.30% | Add +18.3% | 66,769 | $3.9M |
| Culbertson A N & Co. Inc. | 0.63% | Add +5.0% | 66,379 | $3.9M |
| GenTrust, LLC | 0.19% | Reduce -0.3% | 66,214 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.25% | Add +27.5% | 65,621 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +6.6% | 65,454 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +1.2% | 64,790 | $3.8M |
| Breakwater Investment Management | 1.59% | Reduce -12.6% | 64,563 | $3.8M |
| One Degree Advisors Inc | 1.60% | Add +221.9% | 64,124 | $3.8M |
| Hexagon Capital Partners LLC | 0.73% | Add +9.8% | 63,434 | $3.7M |
| Valeo Financial Advisors, LLC | 0.11% | Add +109.8% | 162,493 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1401.1% | 62,671 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.36% | Add +18.4% | 62,584 | $3.7M |
| Strategic Investment Solutions, Inc. | 1.09% | Reduce -2.1% | 61,843 | $3.7M |
| Financial Gravity Companies, Inc. | 0.98% | — | 61,809 | $3.6M |
| Truepoint, Inc. | 0.10% | Reduce -18.2% | 61,056 | $3.6M |
| Sage Investment Advisers LLC | 3.71% | Add +9.9% | 60,007 | $3.5M |
| Arvest Investments, Inc. | 0.53% | Add +1.7% | 59,857 | $3.5M |
| BOK Financial Private Wealth, Inc. | 0.25% | Reduce -94.2% | 59,635 | $3.5M |
| Mechanics Financial Corp | 1.54% | Add +2.7% | 59,453 | $3.5M |
| Roble, Belko & Company, Inc | 0.55% | Add +1.9% | 59,096 | $3.5M |
| Capital Investment Counsel, LLC | 0.59% | Reduce -7.2% | 58,127 | $3.4M |
| Wells Financial Advisors INC | 4.50% | Reduce -65.5% | 56,388 | $3.3M |
| Fiduciary Trust Co | 0.05% | Reduce -0.6% | 55,811 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -49.7% | 55,469 | $3.3M |
| First American Trust, FSB | 0.32% | Add +2.1% | 54,898 | $3.2M |
| IFP Advisors, Inc | 0.12% | Add +12.5% | 54,764 | $3.2M |
| Seven Mile Advisory | 2.11% | Add +5.6% | 53,935 | $3.2M |
| Integrated Advisors Network LLC | 0.15% | Reduce -21.6% | 53,919 | $3.2M |
| Anchor Investment Management, LLC | 0.30% | Reduce -14.7% | 53,899 | $3.2M |
| FFT Wealth Management LLC | 0.24% | Add +494.8% | 53,763 | $3.2M |
| Betterment LLC | 0.01% | Add +8.8% | 53,343 | $3.1M |
| REDW Wealth LLC | 0.80% | Reduce -14.1% | 52,887 | $3.1M |
| Checchi Capital Advisers, LLC | 0.23% | Add +3.4% | 52,351 | $3.1M |
| Treynor Bancshares, Inc. | 3.13% | Add +16.0% | 51,702 | $3.1M |
| Elm Partners Management LLC | 0.22% | Reduce -20.5% | 51,348 | $3.0M |
| Ridgewood Investments LLC | 1.51% | Add +0.4% | 51,327 | $3.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -41.1% | 51,013 | $3.0M |
| Birchbrook, Inc. | 1.65% | Add +10.5% | 50,410 | $3.0M |
| Family Capital Trust Co | 0.95% | Add +0.1% | 50,294 | $3.0M |
| Strategic Wealth Investment Group, LLC | 0.32% | Reduce -87.5% | 50,181 | $3.0M |
| Sage Mountain Advisors LLC | 0.25% | Reduce -1.5% | 49,551 | $2.9M |
| Windward Private Wealth Management Inc. | 1.11% | Reduce -1.4% | 49,132 | $2.9M |
| Signal Advisors Wealth, LLC | 0.42% | New | 49,120 | $2.9M |
| Intelligence Driven Advisers, LLC | 0.41% | Reduce -43.4% | 49,054 | $2.9M |
| Marietta Wealth Management, LLC | 0.42% | Reduce -0.7% | 48,978 | $2.9M |
| Belpointe Asset Management LLC | 0.17% | Add +4.9% | 48,919 | $2.9M |
| Quattro Financial Advisors LLC | 0.81% | No change | 48,844 | $2.9M |
| Iron Gate Global Advisors LLC | 0.40% | Add +82.8% | 48,367 | $2.9M |
| CreativeOne Wealth, LLC | 0.10% | Add +2.2% | 48,259 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.0% | 48,157 | $2.8M |
| Nwam LLC | 0.17% | New | 47,830 | $2.8M |
| Wescott Financial Advisory Group, LLC | 0.30% | Reduce -0.1% | 47,648 | $2.8M |
| Kovack Advisors, Inc. | 0.30% | No change | 47,569 | $2.8M |
| PYA Waltman Capital, LLC | 0.92% | Reduce -1.5% | 47,442 | $2.8M |
| AlphaStar Capital Management, LLC | 0.22% | Add +17.0% | 46,055 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -13.3% | 45,733 | $2.7M |
| McDonough Capital Management, Inc | 1.84% | Reduce -3.8% | 45,289 | $2.7M |
| Cardiff Park Advisors, LLC | 0.24% | Add +0.1% | 45,083 | $2.7M |
| Rockingstone Advisors LLC | 1.30% | Add +14.8% | 44,995 | $2.7M |
| Investment Advisory Group, LLC | 0.91% | Add +6.7% | 44,253 | $2.6M |
| Embree Financial Group | 0.46% | Reduce -6.3% | 43,848 | $2.6M |
| Successful Portfolios LLC | 1.75% | Reduce -4.0% | 43,840 | $2.6M |
| Transcendent Capital Group LLC | 1.32% | Reduce -8.7% | 43,444 | $2.6M |
| Mountain Pacific Investment Advisers LLC | 0.17% | Reduce -14.5% | 43,360 | $2.6M |
| DB Fitzpatrick & Co, Inc | 2.19% | Add +24.5% | 42,232 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -51.6% | 41,955 | $2.5M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -19.4% | 41,638 | $2.5M |
| Kowal Investment Group, LLC | 0.45% | Add +20.9% | 41,575 | $2.5M |
| Estate Counselors, LLC | 0.25% | Add +1.1% | 41,469 | $2.4M |
| Viawealth, LLC | 1.41% | Reduce -14.5% | 40,977 | $2.4M |
| Hayek Kallen Investment Management | 0.86% | Reduce -69.8% | 18,834 | $2.4M |
| Shufro Rose & Co. LLC | 0.20% | No change | 41,453 | $2.4M |
| Lake Hills Wealth Management, LLC | 1.58% | Add +92.7% | 39,917 | $2.4M |
| Unconventional Investor, LLC | 1.47% | Reduce -19.0% | 39,927 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.77% | Add +4.6% | 39,508 | $2.3M |
| Hobbs Group Advisors, LLC | 0.83% | Reduce -0.5% | 39,433 | $2.3M |
| Rothschild Wealth LLC | 0.69% | Add +208.2% | 38,100 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Reduce -9.2% | 39,372 | $2.3M |
| True Vision MN LLC | 1.36% | Add +12.8% | 38,541 | $2.3M |
| First Horizon Advisors, Inc. | 0.06% | Add +0.1% | 38,176 | $2.3M |
| Eastern Bank | 0.04% | New | 38,123 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +52.3% | 37,326 | $2.2M |
| TrueWealth Advisors, LLC | 0.73% | Reduce -13.2% | 37,077 | $2.2M |
| Summit Wealth Partners, LLC | 0.40% | Add +3.5% | 35,602 | $2.1M |
| Headinvest, LLC | 0.39% | Reduce -2.3% | 35,373 | $2.1M |
| Institute for Wealth Management, LLC. | 0.26% | Reduce -2.3% | 35,108 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -19.6% | 34,726 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.9% | 34,719 | $2.0M |
| Accurate Wealth Management, LLC | 0.41% | Add +25.2% | 34,769 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 34,500 | $2.0M |
| SeaBridge Investment Advisors LLC | 0.50% | Reduce -75.2% | 34,462 | $2.0M |
| World Investment Advisors | 0.06% | Add +72.1% | 34,368 | $2.0M |
| Manhattan West Asset Management, LLC | 0.52% | Reduce -9.2% | 33,823 | $2.0M |
| Verum Partners LLC | 0.58% | Reduce -30.7% | 33,286 | $2.0M |
| CWS Financial Advisors, LLC | 0.69% | Add +3.8% | 32,792 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Reduce -37.4% | 32,693 | $1.9M |
| Ethos Financial Group, LLC | 0.32% | Add +9.2% | 32,624 | $1.9M |
| Millennium Management | 0.00% | New | 31,844 | $1.9M |
| Community Financial Services Group, LLC | 0.38% | Add +0.3% | 31,725 | $1.9M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -0.1% | 31,360 | $1.9M |
| Verus Financial Partners, Inc. | 0.20% | Reduce -7.3% | 31,409 | $1.8M |
| WMS Partners, LLC | 0.10% | Reduce -7.5% | 31,270 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +8.3% | 30,916 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Add +15.5% | 30,675 | $1.8M |
| FWG Investments, LLC. | 1.56% | Reduce -21.5% | 30,479 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -16.1% | 30,407 | $1.8M |
| Davis R M Inc. | 0.03% | Reduce -4.1% | 30,128 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 30,067 | $1.8M |
| St Germain D J Co. Inc. | 0.08% | Reduce -64.6% | 29,971 | $1.8M |
| LJI Wealth Management, LLC | 0.36% | Add +4.0% | 29,805 | $1.8M |
| Pinnacle Bancorp, Inc. | 0.47% | Add +18.5% | 29,484 | $1.7M |
| Insigneo Advisory Services, LLC | 0.17% | Add +6.2% | 29,294 | $1.7M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Add +11.8% | 29,269 | $1.7M |
| Eagle Strategies LLC | 0.31% | Add +4.2% | 28,866 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -12.6% | 28,590 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +105.6% | 28,340 | $1.7M |
| PFG Investments, LLC | 0.11% | Add +7.8% | 28,333 | $1.7M |
| Hills Bank & Trust Co | 0.13% | Add +7.1% | 28,147 | $1.7M |
| Curran Financial Partners, LLC | 0.47% | Add +17.0% | 28,099 | $1.7M |
| Oak Grove Capital LLC | 0.36% | No change | 27,750 | $1.6M |
| Blair William & Co. | 0.00% | Add +2.9% | 27,706 | $1.6M |
| Leavell Investment Management, Inc. | 0.08% | Add +4.1% | 27,519 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +40.3% | 27,494 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -92.6% | 27,467 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.34% | Add +0.6% | 27,389 | $1.6M |
| AXS Investments LLC | 0.43% | Reduce -21.0% | 26,980 | $1.6M |
| Marshfield Associates | 0.03% | No change | 26,867 | $1.6M |
| Security Financial Services, INC. | 0.32% | Add +27.6% | 26,522 | $1.6M |
| CENTRAL TRUST Co | 0.03% | Add +32.6% | 24,990 | $1.5M |
| PFG Advisors | 0.09% | Add +11.4% | 24,965 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -11.4% | 24,577 | $1.5M |
| Centurion Wealth Management LLC | 0.46% | — | 24,284 | $1.4M |
| Summit Global Investments | 0.09% | Reduce -7.9% | 24,174 | $1.4M |
| TPG Financial Advisors, LLC | 0.64% | Reduce -5.9% | 24,088 | $1.4M |
| Edgestream Partners, L.P. | 0.06% | Add +130.1% | 23,779 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -1.9% | 23,774 | $1.4M |
| Barton Investment Management | 0.17% | Add +7.4% | 23,469 | $1.4M |
| Great Waters Wealth Management | 0.18% | Add +0.9% | 23,226 | $1.4M |
| Bray Capital Advisors | 0.33% | Add +2.2% | 22,929 | $1.4M |
| Towneley Capital Management, Inc / DE | 0.30% | Add +1.1% | 22,786 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.12% | Reduce -2.6% | 22,493 | $1.3M |
| Blume Capital Management, Inc. | 0.30% | Reduce -2.6% | 22,490 | $1.3M |
| Carmichael Hill & Associates, Inc. | 0.49% | Add +5472.2% | 22,456 | $1.3M |
| Circle Wealth Management, LLC | 0.03% | Add +195.4% | 22,421 | $1.3M |
| HRT Financial LP | 0.01% | New | 22,327 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.1% | 22,007 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -1.3% | 21,913 | $1.3M |
| One Day In July LLC | 0.15% | Reduce -0.4% | 21,909 | $1.3M |
| Red Tortoise LLC | 0.64% | Add +0.8% | 21,545 | $1.3M |
| Arax Advisory Partners | 0.11% | Reduce -2.8% | 20,938 | $1.2M |
| Advisory Services Network, LLC | 0.03% | No change | 21,218 | $1.2M |
| VERITY Wealth Advisors | 0.84% | Add +6.5% | 20,309 | $1.2M |
| LaFleur & Godfrey LLC | 0.16% | Reduce -4.7% | 20,180 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +6.8% | 20,107 | $1.2M |
| Lifeworks Advisors, LLC | 0.23% | Add +17.6% | 20,076 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.93% | No change | 20,000 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.32% | Reduce -0.3% | 19,899 | $1.2M |
| Hamilton Wealth, LLC | 0.28% | Reduce -19.4% | 19,727 | $1.2M |
| Klingman & Associates, LLC | 0.07% | No change | 19,627 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -21.1% | 19,404 | $1.1M |
| DeDora Capital, Inc. | 0.32% | No change | 19,353 | $1.1M |
| RS Crum Inc. | 0.27% | No change | 19,175 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +1.0% | 18,866 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -76.0% | 18,791 | $1.1M |
| Maripau Wealth Management LLC | 0.96% | Add +68.3% | 18,756 | $1.1M |
| Raffa Wealth Management, LLC | 0.27% | Add +23.9% | 18,734 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +1.6% | 18,638 | $1.1M |
| Orcam Financial Group | 1.06% | Reduce -0.2% | 18,605 | $1.1M |
| GYL Financial Synergies, LLC | 0.08% | Reduce -7.3% | 18,510 | $1.1M |
| Legacy Edge Advisors, LLC | 0.17% | Reduce -2.8% | 18,481 | $1.1M |
| Old Mission Capital LLC | 0.02% | New | 18,400 | $1.1M |
| Envision Financial Planning, LLC | 0.57% | New | 18,355 | $1.1M |
| United Community Bank | 0.42% | Add +411.1% | 18,156 | $1.1M |
| &partners | 0.02% | Add +66.8% | 18,082 | $1.1M |
| Benchmark Wealth Management, LLC | 0.53% | Add +12.3% | 18,072 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Reduce -21.2% | 17,938 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +2.2% | 17,888 | $1.1M |
| Allworth Financial LP | 0.01% | Add +242.6% | 17,868 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.40% | Add +19.1% | 18,076 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -13.4% | 17,618 | $1.0M |
| Faithward Advisors, LLC | 0.18% | Reduce -26.0% | 17,611 | $1.0M |
| Sepio Capital, LP | 0.08% | No change | 17,372 | $1.0M |
| Steel Grove Capital Advisors, LLC | 0.14% | Reduce -24.2% | 17,146 | $1.0M |
| Avestar Capital, LLC | 0.11% | No change | 17,132 | $1.0M |
| CJM Wealth Advisers, Ltd. | 0.34% | Reduce -28.9% | 16,977 | $1.0M |
| Wedmont Private Capital | 0.06% | Add +1.1% | 17,110 | $1.0M |
| Townsquare Capital LLC | 0.01% | Reduce -6.6% | 16,919 | $999K |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | Add +148.7% | 16,860 | $995K |
| R. W. Roge & Company, Inc. | 0.53% | Reduce -2.8% | 16,701 | $985K |
| Hilltop Holdings Inc. | 0.06% | Add +34.4% | 16,628 | $981K |
| MMBG Investment Advisors Co. | 0.10% | Add +37.4% | 16,615 | $981K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +43.8% | 16,354 | $965K |
| Proffitt & Goodson Inc. | 0.16% | Add +6.1% | 16,276 | $961K |
| Tolleson Wealth Management, Inc. | 0.18% | No change | 16,164 | $954K |
| Redhawk Wealth Advisors, Inc. | 0.14% | Reduce -4.7% | 16,064 | $948K |
| Balboa Wealth Partners | 0.24% | Reduce -0.3% | 15,977 | $943K |
| Hardin Capital Partners, LLC | 0.53% | Add +17.9% | 16,032 | $939K |
| Advanced Asset Management Advisors Inc | 0.25% | No change | 16,007 | $928K |
| Shayne & Jacobs, LLC | 0.23% | Add +342.8% | 15,720 | $928K |
| Bear Mountain Capital, Inc. | 0.37% | Reduce -0.1% | 15,806 | $926K |
| Optivise Advisory Services LLC | 0.49% | Add +0.0% | 15,636 | $923K |
| Kuhn & Co Investment Counsel | 0.79% | Reduce -4.2% | 15,625 | $922K |
| Authentikos Wealth Advisory, LLC | 0.88% | New | 15,529 | $917K |
| Essex Bank | 0.23% | Add +7.5% | 15,511 | $915K |
| Bordeaux Wealth Advisors LLC | 0.16% | Add +1.0% | 15,450 | $912K |
| Pathstone Holdings, LLC | 0.00% | No change | 15,151 | $894K |
| LCNB Corp. | 0.31% | No change | 15,000 | $885K |
| Engineers Gate Manager LP | 0.02% | New | 14,994 | $885K |
| Choreo, LLC | 0.01% | Reduce -19.1% | 14,869 | $878K |
| Applied Capital LLC | 0.45% | Reduce -4.9% | 14,864 | $877K |
| Agf Management Ltd. | 0.00% | Add +29.1% | 14,625 | $863K |
| CoreCap Advisors, LLC | 0.04% | Reduce -5.4% | 14,609 | $862K |
| Cibc World Market Inc. | 0.00% | Reduce -22.4% | 14,591 | $861K |
| Ritholtz Wealth Management | 0.03% | Reduce -61.2% | 14,578 | $860K |
| Equitable Holdings, Inc. | 0.01% | Add +8.4% | 14,565 | $860K |
| N.E.W. Advisory Services LLC | 0.08% | Add +24.0% | 14,438 | $852K |
| Prairiewood Capital, LLC | 0.36% | Reduce -2.7% | 14,313 | $845K |
| Chandler Asset Management, Inc. | 0.16% | Reduce -2.4% | 14,135 | $834K |
| Raab & Moskowitz Asset Management LLC | 0.21% | Reduce -14.5% | 14,054 | $829K |
| Addis & Hill, Inc | 0.63% | No change | 14,021 | $828K |
| BBR Partners, LLC | 0.06% | No change | 13,841 | $817K |
| Compound Planning, Inc. | 0.05% | Reduce -40.5% | 13,761 | $812K |
| Oak Family Advisors, LLC | 0.29% | Add +53.0% | 13,720 | $810K |
| Independent Financial Group, LLC | 0.03% | Reduce -65.1% | 13,630 | $804K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -21.3% | 13,618 | $804K |
| AEGON USA Investment Management, LLC | 0.79% | Add +18.2% | 13,500 | $797K |
| MBA Advisors LLC | 0.38% | Add +2.1% | 13,419 | $792K |
| Ruedi Wealth Management, Inc. | 0.27% | Reduce -2.8% | 13,411 | $792K |
| Thomasville National Bank | 0.06% | New | 13,368 | $789K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 13,291 | $784K |
| Heritage Wealth Partners, LLC | 0.92% | Add +2.8% | 13,191 | $779K |
| Aspiriant, LLC | 0.03% | No change | 13,169 | $777K |
| Columbus Macro, LLC | 0.28% | Add +3.8% | 13,189 | $777K |
| Rockbridge Investment Management, LCC | 0.10% | Reduce -2.0% | 12,937 | $764K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -34.8% | 12,872 | $760K |
| Leuthold Group, LLC | 0.08% | Reduce -1.2% | 12,868 | $759K |
| Trust Point Inc. | 0.06% | Add +23.9% | 12,791 | $755K |
| GTS Securities LLC | 0.02% | Add +7.2% | 12,771 | $754K |
| Koshinski Asset Management, Inc. | 0.07% | Add +161.0% | 12,725 | $751K |
| Dakota Wealth Management | 0.02% | Reduce -4.1% | 12,653 | $747K |
| Glenview Trust Co | 0.01% | Reduce -16.9% | 12,561 | $741K |
| First County Bank | 0.36% | Reduce -12.1% | 12,344 | $729K |
| LGL Partners, LLC | 0.10% | Reduce -10.6% | 12,238 | $722K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 12,208 | $721K |
| WCG Wealth Advisors LLC | 0.05% | New | 12,110 | $715K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +0.1% | 12,049 | $711K |
| Koss-Olinger Consulting, LLC | 0.06% | No change | 12,045 | $711K |
| Roth Financial Partners LLC | 0.28% | Add +0.6% | 12,042 | $711K |
| Jones Financial Companies LLLP | 0.00% | Add +61.6% | 12,001 | $709K |
| CW Advisors, LLC | 0.01% | Reduce -4.0% | 11,988 | $708K |
| Braun-Bostich & Associates Inc. | 0.49% | Reduce -21.8% | 11,958 | $706K |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.5% | 11,807 | $697K |
| Redwood Investment Management, LLC | 0.06% | Reduce -17.3% | 11,793 | $696K |
| L.M. Kohn & Company | 0.17% | Reduce -1.7% | 11,648 | $687K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +11.3% | 11,676 | $687K |
| Clarity Capital Advisors, LLC | 0.49% | Reduce -15.7% | 11,501 | $679K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +1.0% | 11,370 | $671K |
| Versant Capital Management, Inc | 0.15% | Reduce -28.0% | 11,305 | $667K |
| LRI Investments, LLC | 0.06% | No change | 11,365 | $661K |
| Vertex Planning Partners, LLC | 0.16% | Add +10.1% | 11,164 | $659K |
| Founders Financial Securities LLC | 0.06% | Add +63.8% | 11,142 | $658K |
| Valley Wealth Managers, Inc. | 0.05% | Add +1.0% | 11,109 | $656K |
| Cadent Capital Advisors, LLC | 0.22% | Add +0.8% | 11,093 | $655K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -28.3% | 11,031 | $651K |
| Sowell Financial Services LLC | 0.03% | Reduce -62.3% | 10,944 | $646K |
| Silver Oak Advisory Group, Inc. | 0.33% | Add +53.1% | 10,822 | $638K |
| Horizon Investments, LLC | 0.02% | Add +59.4% | 10,706 | $627K |
| Guardian Capital Advisors LP | 0.06% | No change | 10,410 | $613K |
| Capital Advisors Inc. | 0.01% | Reduce -1.3% | 10,344 | $610K |
| Monument Group Wealth Advisors, LLC | 0.36% | Reduce -1.6% | 10,285 | $607K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Add +30.2% | 10,273 | $606K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -45.1% | 10,200 | $602K |
| ORG Partners LLC | 0.10% | Add +0.0% | 10,147 | $599K |
| Keebeck Wealth Management | 0.09% | Reduce -16.6% | 10,145 | $599K |
| Canal Capital Management, LLC | 0.10% | Add +67.8% | 10,103 | $596K |
| Defined Wealth Management, LLC | 0.39% | Add +2.4% | 10,073 | $595K |
| Invesco Ltd. | 0.00% | Add +10.2% | 10,037 | $592K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +42.9% | 9,859 | $582K |
| Lloyd Advisory Services, LLC. | 0.28% | Reduce -24.6% | 9,808 | $579K |
| Arkansas Financial Group, Inc. | 0.09% | Add +0.3% | 9,754 | $576K |
| Slagle Financial, LLC | 0.25% | Reduce -8.2% | 9,732 | $574K |
| Bush Investment Group, LLC | 0.45% | Reduce -30.2% | 9,618 | $568K |
| Stephens Inc. | 0.01% | Add +34.9% | 9,587 | $566K |
| Arkadios Wealth Advisors | 0.03% | Add +10.9% | 9,451 | $558K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -0.0% | 9,383 | $554K |
| Wellington Wealth Strategies, LLC. | 0.42% | Add +64.3% | 9,465 | $554K |
| Ameraudi Asset Management, Inc. | 0.25% | Add +0.5% | 9,368 | $553K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -22.0% | 9,334 | $552K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.9% | 9,404 | $550K |
| New Century Financial Group, LLC | 0.20% | New | 9,281 | $548K |
| Lake Street Advisors Group, LLC | 0.03% | No change | 9,243 | $546K |
| First Bancorp, Inc | 0.38% | Add +5.8% | 9,200 | $543K |
| Global Retirement Partners, LLC | 0.02% | Add +340.4% | 9,124 | $539K |
| UNIVEST FINANCIAL Corp | 0.04% | New | 9,097 | $537K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.3% | 9,048 | $534K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.8% | 9,022 | $532K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -16.9% | 8,997 | $531K |
| Burney Co./ | 0.02% | Add +79.4% | 8,993 | $531K |
| Birchcreek Wealth Management, LLC | 0.35% | Reduce -71.3% | 8,972 | $529K |
| Cedar Wealth Management, LLC | 0.16% | Add +0.5% | 8,923 | $527K |
| Arlington Trust Co LLC | 0.11% | No change | 8,755 | $517K |
| Keene & Associates, Inc. | 0.39% | Add +5.2% | 8,693 | $513K |
| Evergreen Capital Management LLC | 0.02% | No change | 8,640 | $510K |
| Csenge Advisory Group | 0.03% | Reduce -2.9% | 8,671 | $508K |
| Novak & Powell Financial Services, Inc. | 0.29% | No change | 8,600 | $508K |
| Snider Financial Group | 0.18% | No change | 8,542 | $504K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -20.8% | 8,589 | $503K |
| Petra Financial Advisors Inc. | 0.33% | No change | 8,492 | $501K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -27.5% | 8,308 | $490K |
| Cornerstone Advisory, LLC | 0.06% | Reduce -11.1% | 8,273 | $488K |
| Northeast Financial Group, Inc. | 0.19% | Reduce -46.7% | 8,242 | $486K |
| ProVise Management Group, LLC | 0.04% | Reduce -1.5% | 8,215 | $485K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +29.5% | 8,138 | $481K |
| Continental Investors Services, Inc. | 0.99% | Add +11.2% | 8,167 | $481K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -20.2% | 8,092 | $478K |
| Two Sigma Securities, LLC | 0.04% | Reduce -87.5% | 8,079 | $477K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.1% | 8,059 | $476K |
| Avion Wealth | 0.12% | No change | 8,040 | $474K |
| Western Wealth Management, LLC | 0.03% | New | 7,973 | $471K |
| Bragg Financial Advisors, Inc | 0.02% | Add +25.0% | 7,957 | $470K |
| Larson Financial Group LLC | 0.03% | Add +54.1% | 7,917 | $467K |
| Bright Futures Wealth Management, LLC. | 0.23% | Add +17.9% | 7,990 | $467K |
| Seizert Capital Partners, LLC | 0.02% | Add +1.7% | 7,806 | $461K |
| Hurlow Wealth Management Group, Inc. | 0.14% | Add +0.8% | 7,677 | $453K |
| Retireful, LLC | 0.33% | New | 7,620 | $450K |
| Essential Planning, LLC. | 0.18% | No change | 7,525 | $444K |
| Stokes Family Office, LLC | 0.05% | Reduce -0.3% | 7,435 | $439K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.1% | 7,435 | $439K |
| Principal Securities, Inc. | 0.01% | Add +181.4% | 7,401 | $437K |
| StoneX Group Inc. | 0.03% | Add +10.0% | 7,399 | $437K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +18.4% | 7,253 | $428K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -36.1% | 7,207 | $425K |
| Kendall Capital Management | 0.13% | Reduce -0.6% | 7,205 | $425K |
| Life Line Wealth Management LLC | 0.15% | Add +1.1% | 7,160 | $423K |
| AllSquare Wealth Management LLC | 0.24% | Add +0.5% | 7,088 | $418K |
| Pacific Financial Group Inc. | 0.31% | Add +0.5% | 7,079 | $418K |
| Evanson Asset Management, LLC | 0.03% | Add +1.6% | 7,045 | $416K |
| IHT Wealth Management, LLC | 0.01% | Add +82.1% | 7,021 | $414K |
| LifePlan Investment Advisors, Inc. | 0.26% | Reduce -36.2% | 6,957 | $411K |
| Rothschild Capital Partners, LLC | 0.11% | Add +2.2% | 6,896 | $407K |
| Calton & Associates, Inc. | 0.15% | New | 6,873 | $406K |
| Ignite Planners, LLC | 0.09% | Add +10.7% | 6,851 | $404K |
| Keybank National Association | 0.00% | Add +10.1% | 6,840 | $404K |
| Laraway Financial Advisors Inc | 0.32% | Reduce -1.4% | 6,827 | $403K |
| Spectrum Wealth Counsel, LLC | 0.05% | Add +14.2% | 6,795 | $401K |
| Lutz Financial Services LLC | 0.03% | Reduce -38.2% | 6,794 | $401K |
| Physician Wealth Solutions Inc. | 0.20% | Add +9.0% | 6,821 | $399K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.2% | 6,809 | $399K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 6,648 | $392K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -0.5% | 6,518 | $385K |
| Vicus Capital | 0.03% | Add +1.1% | 6,509 | $384K |
| JCIC Asset Management Inc. | 0.16% | New | 6,450 | $381K |
| Sfmg, LLC | 0.03% | Reduce -10.5% | 6,417 | $379K |
| Enclave Advisors LLC | 0.06% | — | 6,270 | $370K |
| Cadence Bank | 0.03% | Reduce -35.6% | 6,268 | $370K |
| Stonekeep Investments, LLC | 0.28% | New | 6,234 | $368K |
| Peterson Financial Group, Inc. | 1.40% | Reduce -10.4% | 6,143 | $363K |
| Diversify Wealth Management, LLC | 0.03% | New | 6,059 | $354K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 5,941 | $351K |
| Modera Wealth Management, LLC | 0.00% | Add +5.3% | 5,932 | $350K |
| LifePro Asset Management | 0.21% | Add +7.3% | 5,906 | $349K |
| Pure Portfolios Holdings LLC | 0.13% | — | 5,785 | $341K |
| Ameritas Advisory Services, LLC | 0.01% | Add +43.2% | 5,764 | $340K |
| TrueMark Investments, LLC | 0.11% | Reduce -32.5% | 5,590 | $330K |
| Easterly Investment Partners LLC | 0.03% | No change | 5,514 | $325K |
| Connecticut Wealth Management, LLC | 0.02% | Add +1.2% | 5,400 | $319K |
| FSA Advisors, Inc. | 0.31% | Add +25.1% | 5,430 | $315K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.4% | 5,319 | $314K |
| FinTrust Capital Advisors, LLC | 0.05% | Reduce -10.1% | 5,291 | $312K |
| Balefire, LLC | 0.11% | Add +27.5% | 5,290 | $312K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -7.7% | 5,280 | $312K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -36.3% | 5,275 | $311K |
| Summit Financial, LLC | 0.01% | Reduce -26.5% | 5,252 | $310K |
| Cora Capital Advisors LLC | 0.15% | No change | 5,250 | $310K |
| My Personal CFO, LLC | 0.17% | New | 5,236 | $309K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -7.4% | 5,205 | $307K |
| D.B. Root & Company, LLC | 0.10% | Reduce -3.1% | 5,174 | $305K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -9.6% | 5,150 | $304K |
| Lido Advisors, LLC | 0.00% | Reduce -17.1% | 5,121 | $302K |
| Tilson Financial Group, Inc. | 0.13% | New | 5,112 | $302K |
| Bank of Hawaii | 0.01% | No change | 5,050 | $298K |
| FMR LLC | 0.00% | Add +151.3% | 5,044 | $298K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -62.2% | 5,022 | $296K |
| Kitching Partners, LLC | 0.40% | Add +1.1% | 5,015 | $296K |
| Jim Saulnier & Associates, LLC | 0.29% | — | 4,975 | $294K |
| Essex Financial Services, Inc. | 0.02% | Reduce -5.7% | 4,926 | $288K |
| Spinnaker Investment Group, LLC | 0.07% | Reduce -0.4% | 4,877 | $288K |
| Kraft Asset Management, LLC | 0.22% | Reduce -5.2% | 4,767 | $281K |
| Rinkey Investments | 0.09% | New | 4,733 | $279K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.5% | 4,697 | $277K |
| Gitterman Wealth Management, LLC | 0.12% | Reduce -99.7% | 4,688 | $277K |
| Compass Ion Advisors, LLC | 0.03% | New | 4,683 | $276K |
| Strategic Blueprint, LLC | 0.02% | New | 4,628 | $273K |
| Berger Financial Group, Inc | 0.02% | No change | 4,520 | $267K |
| PBMares Wealth Management LLC | 0.06% | Add +2.0% | 4,518 | $267K |
| Dynamic Wealth Strategies, LLC | 0.21% | Add +2.1% | 4,457 | $263K |
| Modern Wealth Management, LLC | 0.02% | Add +1.4% | 4,437 | $262K |
| Albion Financial Group | 0.02% | Add +9.6% | 4,431 | $262K |
| E&G Advisors, LLC | 0.07% | No change | 4,425 | $261K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.8% | 4,321 | $255K |
| Planning Center, Inc. | 0.03% | No change | 4,321 | $255K |
| GeoWealth Management, LLC | 0.01% | Add +1.9% | 4,321 | $255K |
| Aries Wealth Management | 0.07% | No change | 4,293 | $253K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 4,262 | $252K |
| Jacobsen Capital Management | 0.11% | Reduce -14.9% | 4,242 | $250K |
| Mfa Wealth Advisors, LLC | 0.05% | No change | 4,240 | $250K |
| Meritas Wealth Management, LLC | 0.15% | Add +2.4% | 4,161 | $246K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -3.4% | 4,130 | $244K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.2% | 4,512 | $243K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +46.1% | 4,111 | $243K |
| Fourpath Capital Management, LLC | 0.04% | No change | 4,106 | $242K |
| Sage Financial Management Group, Inc. | 0.09% | No change | 4,080 | $241K |
| Operose Advisors LLC | 0.08% | Add +4384.6% | 4,081 | $241K |
| CGN Advisors LLC | 0.02% | Reduce -18.5% | 4,070 | $240K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -25.7% | 4,047 | $239K |
| JFG Wealth Management, LLC | 0.06% | No change | 4,008 | $237K |
| Brickley Wealth Management | 0.05% | No change | 4,008 | $237K |
| Narus Financial Partners, LLC | 0.08% | No change | 4,000 | $236K |
| Inspire Advisors, LLC | 0.03% | Reduce -77.5% | 3,956 | $233K |
| American State Bank (Iowa) | 0.14% | No change | 3,944 | $233K |
| Merriman Wealth Management, LLC | 0.01% | Add +9.1% | 3,929 | $232K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 3,924 | $232K |
| IMPACTfolio, LLC | 0.12% | Add +1.3% | 3,908 | $231K |
| EMC Capital Management | 0.15% | Add +98233.3% | 5,900 | $230K |
| Legacy PCG, LLC | 0.16% | No change | 3,884 | $229K |
| OneAscent Wealth Management LLC | 0.09% | Reduce -97.7% | 3,887 | $229K |
| Crabel Capital Management, LLC | 0.16% | New | 3,871 | $228K |
| BancFirst Trust & Investment Management | 0.08% | New | 3,864 | $228K |
| Buska Wealth Management, LLC | 0.08% | Reduce -8.8% | 3,828 | $226K |
| ABLE Financial Group, LLC | 0.07% | Reduce -55.9% | 3,794 | $224K |
| Napatree Capital LLC | 0.16% | No change | 3,791 | $224K |
| Coston, McIsaac & Partners | 0.06% | Add +0.8% | 3,792 | $223K |
| Opal Wealth Advisors, LLC | 0.07% | Add +1.0% | 3,755 | $222K |
| Swmg, LLC | 0.09% | New | 3,766 | $219K |
| AlTi Global, Inc. | 0.01% | No change | 3,693 | $218K |
| Schrum Private Wealth Management LLC | 0.11% | New | 3,678 | $217K |
| Monumental Financial Group Inc. | 0.08% | Reduce -71.1% | 3,674 | $217K |
| Meyer Handelman Co. | 0.01% | New | 3,644 | $215K |
| Integrity Wealth Solutions LLC | 0.13% | Add +1.1% | 3,640 | $215K |
| Ascent Group, LLC | 0.02% | New | 3,611 | $213K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -43.6% | 3,604 | $213K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.08% | New | 3,595 | $212K |
| Arcadia Wealth Management, LLC | 0.11% | Reduce -19.0% | 3,594 | $212K |
| Bellecapital International Ltd. | 0.04% | Reduce -27.0% | 3,562 | $210K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 3,511 | $207K |
| Tru Independence Asset Management 2, LLC | 0.17% | — | 3,510 | $207K |
| Delta Financial Group, Inc. | 0.08% | No change | 3,458 | $204K |
| Simmons Bank | 0.01% | New | 3,430 | $202K |
| Fielder Capital Group LLC | 0.07% | New | 3,411 | $201K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -17.4% | 3,407 | $201K |
| Valued Retirements, Inc. | 0.28% | New | 3,400 | $201K |
| Efficient Frontier Advisors LLC | 0.13% | New | 3,387 | $200K |
| Clear Point Advisors Inc. | 0.15% | New | 3,316 | $196K |
| NBT Bank, N.A. | 0.01% | Add +6000.0% | 3,294 | $194K |
| Webster Bank, N. A. | 0.02% | No change | 3,266 | $193K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.5% | 3,180 | $188K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -2.1% | 3,093 | $183K |
| Atticus Wealth Management, LLC | 0.06% | Add +0.3% | 3,043 | $180K |
| Fairscale Capital, LLC | 0.16% | No change | 3,007 | $177K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,000 | $177K |
| Fifth Third Bancorp | 0.00% | Reduce -53.0% | 2,978 | $176K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -78.9% | 2,911 | $172K |
| Pineridge Advisors LLC | 0.06% | Add +2.0% | 2,798 | $165K |
| Caitlin John, LLC | 0.10% | No change | 2,792 | $163K |
| Parallel Advisors, LLC | 0.00% | No change | 2,716 | $160K |
| CVA Family Office, LLC | 0.03% | Add +138.4% | 2,661 | $157K |
| Motco | 0.02% | Add +5.0% | 2,655 | $157K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -13.9% | 2,648 | $156K |
| Private Trust Co. NA | 0.02% | Reduce -66.6% | 2,640 | $156K |
| MidAtlantic Capital Management, Inc. | 0.11% | No change | 2,573 | $152K |
| Manchester Capital Management LLC | 0.02% | No change | 2,570 | $152K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 2,500 | $148K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -85.6% | 2,498 | $147K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 2,465 | $145K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $135K |
| JFS Wealth Advisors, LLC | 0.01% | Add +718.2% | 2,250 | $133K |
| REAP Financial Group, LLC | 0.03% | Reduce -34.3% | 2,207 | $130K |
| Icon Wealth Advisors, LLC | 0.01% | New | 2,170 | $128K |
| Financial Management Professionals, Inc. | 0.02% | Add +1.1% | 2,094 | $124K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | New | 1,980 | $115K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -15.8% | 1,903 | $112K |
| Legacy Bridge, LLC | 0.06% | No change | 1,900 | $112K |
| Pacifica Partners Inc. | 0.04% | Reduce -3.8% | 1,775 | $105K |
| WealthShield Partners, LLC | 0.01% | No change | 1,691 | $100K |
| Mather Group, Llc. | 0.00% | Reduce -68.5% | 1,641 | $97K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 1,638 | $97K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +22.7% | 1,564 | $92K |
| Boyd Watterson Asset Management LLC | 0.02% | Reduce -6.9% | 1,517 | $90K |
| Union Savings Bank | 0.04% | No change | 1,479 | $87K |
| Morris Financial Concepts, Inc. | 0.04% | Add +23.9% | 1,464 | $86K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +1.1% | 1,457 | $86K |
| Guardian Wealth Management, Inc. | 0.06% | Reduce -14.8% | 1,389 | $82K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 1,358 | $80K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.4% | 1,244 | $73K |
| US Bancorp \de | 0.00% | Reduce -76.7% | 1,241 | $73K |
| GAMMA Investing LLC | 0.01% | New | 1,208 | $71K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -27.4% | 1,194 | $70K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,184 | $70K |
| Assetmark, Inc. | 0.00% | Reduce -99.7% | 1,181 | $70K |
| Fairman Group, LLC | 0.06% | No change | 1,123 | $66K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 990 | $58K |
| Sunbelt Securities, Inc. | 0.01% | Add +55.6% | 963 | $57K |
| Main Management LLC | 0.00% | No change | 956 | $56K |
| Syntrinsic LLC | 0.02% | Add +1.1% | 937 | $55K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +1531.6% | 930 | $54K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 900 | $53K |
| Bogart Wealth, LLC | 0.00% | No change | 900 | $53K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 875 | $52K |
| Phillips Financial Management, LLC | 0.00% | No change | 857 | $51K |
| S.A. Mason LLC | 0.03% | Add +36.7% | 820 | $48K |
| Archer Investment Corp | 0.01% | New | 819 | $48K |
| North Star Investment Management Corp. | 0.00% | Add +1.0% | 803 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.8% | 800 | $47K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 769 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | New | 758 | $45K |
| Grove Bank & Trust | 0.01% | Add +3.5% | 746 | $44K |
| Sound Income Strategies, LLC | 0.00% | Reduce -33.8% | 740 | $44K |
| Coppell Advisory Solutions LLC | 0.01% | Add +51.2% | 735 | $43K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 725 | $43K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.7% | 722 | $43K |
| Colonial Trust Co / SC | 0.01% | Reduce -14.7% | 696 | $41K |
| Family Manage LLC | 0.01% | Add +320.0% | 672 | $40K |
| Continuum Advisory, LLC | 0.00% | Add +3.3% | 657 | $38K |
| DecisionPoint Financial, LLC | 0.01% | No change | 560 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 550 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 525 | $31K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 502 | $30K |
| HBC Financial Services, PLLC | 0.02% | New | 506 | $29K |
| Eukles Asset Management | 0.01% | No change | 441 | $26K |
| FWL Investment Management, LLC | 0.01% | New | 414 | $24K |
| Ascentis Wealth Management, LLC | 0.01% | — | 395 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 385 | $23K |
| Maryland Capital Advisors Inc. | 0.01% | Reduce -0.8% | 381 | $22K |
| Caldwell Trust Co | 0.00% | No change | 350 | $21K |
| TCTC Holdings, LLC | 0.00% | No change | 341 | $20K |
| Key Financial Inc | 0.00% | No change | 315 | $19K |
| Headlands Technologies LLC | 0.00% | New | 310 | $18K |
| Avalon Trust Co | 0.00% | No change | 301 | $18K |
| Basso Capital Management, L.P. | 0.02% | Reduce -99.3% | 284 | $17K |
| Oarsman Capital, Inc. | 0.00% | New | 257 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -15.0% | 255 | $15K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 253 | $15K |
| Founders Financial Alliance, LLC | 0.00% | New | 242 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 224 | $13K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.5% | 204 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 205 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 180 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 173 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +11.7% | 105 | $6K |
| TruNorth Capital Management, LLC | 0.00% | New | 102 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +146.3% | 101 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -87.2% | 94 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 87 | $5K |
| Raleigh Capital Management Inc. | 0.00% | New | 67 | $4K |
| MRP Capital Investments, LLC | 0.00% | New | 57 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 55 | $3K |
| WFA of San Diego, LLC | 0.00% | No change | 35 | $2K |
| PrairieView Partners, LLC | 0.00% | Reduce -12.8% | 41 | $2K |
| Bessemer Group Inc. | 0.00% | New | 26 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 33 | $2K |
| Balentine LLC | 0.00% | Reduce -99.9% | 22 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 18 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -18.2% | 9 | $531 |
| Darwin Wealth Management, LLC | 0.00% | New | 6 | $354 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 2 | $118 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.