Vanguard Short-Term TreasuryVGSHETF
13F holders, Q4 2024 (December 31)907holders +63
61new positions
63sold out
5famous investors
$58.15avg. 13F price*
At the end of Q4 2024, 907 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 63 from Q3 2024. 61 opened new positions and 63 sold out. The largest holders were JPMorgan Chase & Co. ($2.2B), Morgan Stanley ($1.3B) and Orgel Wealth Management, LLC ($431.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $204.1M |
| Exits | 63 | $49.9M |
All 13F filers, Q3 2024 → Q4 2024: 43,584,452 shares bought and 26,865,171 shares sold, net +16,719,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 907 holders
| JPMorgan Chase & Co. | 0.17% | Add +163.7% | 37,620,327 | $2.2B |
| Morgan Stanley | 0.09% | Add +6.4% | 21,869,931 | $1.3B |
| Orgel Wealth Management, LLC | 11.25% | Add +3.3% | 7,410,127 | $431.1M |
| Bank of America Corp. | 0.04% | Add +8.1% | 7,130,332 | $414.8M |
| Northern Trust Corp. | 0.05% | Add +8.1% | 5,835,986 | $339.5M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -21.6% | 5,264,550 | $306.3M |
| State Street Corp. | 0.01% | Add +12.5% | 4,500,000 | $261.8M |
| SCS Capital Management LLC | 5.04% | Add +5.3% | 4,203,603 | $244.6M |
| Baird Financial Group, Inc. | 0.46% | Add +9.6% | 4,144,493 | $241.1M |
| NorthRock Partners, LLC | 6.85% | Add +29.3% | 3,608,308 | $209.9M |
| Cerity Partners LLC | 0.44% | Add +2.6% | 3,463,004 | $201.5M |
| Blue Trust, Inc. | 2.56% | Add +32.7% | 3,440,752 | $200.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -33.1% | 3,357,600 | $195.3M |
| Wells Fargo & Company | 0.04% | Add +0.1% | 3,198,592 | $186.1M |
| M&T Bank Corp | 0.62% | Reduce -19.3% | 3,154,820 | $183.5M |
| Partners Capital Investment Group, LLP | 3.96% | Reduce -50.0% | 2,474,288 | $144.0M |
| Raymond James Financial Inc. | 0.05% | — | 2,325,885 | $135.3M |
| Money Design Co.,Ltd. | 6.80% | Reduce -7.2% | 2,278,767 | $132.5M |
| Cetera Investment Advisers | 0.25% | Add +63.3% | 2,087,868 | $121.5M |
| Smithfield Trust Co | 5.94% | Reduce -0.5% | 2,049,294 | $119.2M |
| HighTower Advisors, LLC | 0.16% | Add +7.7% | 2,030,872 | $118.2M |
| LPL Financial LLC | 0.05% | Add +12.1% | 2,020,581 | $117.6M |
| Royal Bank of Canada | 0.02% | Add +4.7% | 1,968,237 | $114.5M |
| Advisory Alpha, LLC | 4.03% | Add +2.4% | 1,945,534 | $113.2M |
| Nepc LLC | 2.99% | No change | 1,913,635 | $111.3M |
| Pure Financial Advisors, LLC | 2.44% | Add +14.9% | 1,841,954 | $107.2M |
| UBS Group AG | 0.02% | Reduce -34.3% | 1,765,187 | $102.7M |
| Acropolis Investment Management, LLC | 5.91% | Add +5.9% | 1,721,827 | $100.2M |
| Johns Hopkins University | 3.29% | Reduce -27.1% | 1,503,345 | $87.5M |
| Renaissance Technologies | 0.13% | Add +55.3% | 1,472,866 | $85.7M |
| MAI Capital Management | 0.61% | New | 1,404,040 | $81.7M |
| Valmark Advisers, Inc. | 1.15% | Reduce -49.9% | 1,271,975 | $74.0M |
| TD Private Client Wealth LLC | 2.05% | Add +9.5% | 1,259,783 | $73.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.1% | 1,214,999 | $70.7M |
| Brown Advisory Inc. | 0.09% | Reduce -23.8% | 1,171,009 | $68.1M |
| AE Wealth Management LLC | 0.58% | Add +3.8% | 1,165,588 | $67.8M |
| First Financial Bankshares Inc | 1.46% | Add +3.9% | 1,157,496 | $67.3M |
| Evensky & Katz LLC | 4.31% | Add +4.3% | 1,132,598 | $65.9M |
| Truist Financial Corp. | 0.10% | Add +2.3% | 1,112,593 | $64.7M |
| Creative Planning | 0.06% | Add +2.0% | 1,054,687 | $61.4M |
| Miller Investment Management, LP | 6.51% | Reduce -3.1% | 1,022,044 | $59.5M |
| First Command Advisory Services, Inc. | 0.55% | Add +5.7% | 997,832 | $58.1M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -20.5% | 978,180 | $56.9M |
| Penserra Capital Management LLC | 1.04% | Add +0.3% | 975,432 | $56.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.53% | Add +6.4% | 964,855 | $56.1M |
| Old National Bancorp | 1.31% | Reduce -7.8% | 953,349 | $55.5M |
| Merit Financial Group, LLC | 0.97% | Add +5.5% | 923,190 | $53.7M |
| Chemistry Wealth Management LLC | 12.48% | Add +2.0% | 915,073 | $53.2M |
| Osaic Holdings, Inc. | 0.12% | Add +8.9% | 977,834 | $52.4M |
| NorthCoast Asset Management LLC | 0.26% | Reduce -1.2% | 898,163 | $52.3M |
| Strata Wealth Advisors, LLC | 16.22% | Add +3.4% | 888,047 | $51.7M |
| Eagle Ridge Investment Management | 4.47% | Add +3.6% | 881,242 | $51.3M |
| Merriman Wealth Management, LLC | 2.05% | Add +21432.6% | 846,016 | $49.2M |
| Cornerstone Wealth Advisors, Inc. | 13.23% | Add +4.9% | 828,259 | $48.2M |
| Talon Private Wealth, LLC | 9.66% | Reduce -24.0% | 794,752 | $46.2M |
| Oak Harvest Investment Services | 6.43% | Add +4.3% | 792,209 | $46.1M |
| 1834 Investment Advisors Co. | 5.70% | Reduce -2.4% | 773,486 | $45.0M |
| Pacific Sage Partners, LLC | 10.25% | Add +2.3% | 772,800 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -53.3% | 772,435 | $44.9M |
| Federation des caisses Desjardins du Quebec | 0.22% | Reduce -0.0% | 758,604 | $44.1M |
| Insight 2811, Inc. | 22.51% | Reduce -1.4% | 750,439 | $43.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.3% | 750,126 | $43.6M |
| Brookstone Capital Management | 0.62% | Reduce -24.8% | 736,731 | $42.9M |
| Wealth Dimensions Group, Ltd. | 10.24% | Add +3.6% | 718,843 | $41.8M |
| Vernal Point Advisors, LLC | 28.51% | Add +21.9% | 713,086 | $41.5M |
| Falcon Wealth Planning | 4.61% | Add +5.3% | 710,035 | $41.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.80% | Add +6.6% | 709,878 | $41.3M |
| Foster Group, Inc. | 1.56% | Add +3.9% | 701,489 | $40.8M |
| Presilium Private Wealth, LLC | 9.38% | Add +5.0% | 700,995 | $40.8M |
| Spire Wealth Management | 1.23% | Add +3.2% | 682,020 | $39.7M |
| Ami Investment Management Inc. | 12.78% | Add +16.2% | 675,946 | $39.3M |
| Trustmark Bank Trust Department | 2.79% | Add +99.9% | 644,478 | $37.5M |
| Mariner, LLC | 0.06% | Add +4.0% | 628,310 | $36.6M |
| Mayport, LLC | 10.72% | Add +17.8% | 625,075 | $36.4M |
| Portland Global Advisors LLC | 4.49% | Add +14.9% | 609,187 | $35.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -84.2% | 608,592 | $35.4M |
| Capital Advisors Inc. | 0.70% | Add +5763.2% | 606,485 | $35.3M |
| Opus Capital Group, LLC | 4.30% | Add +2.7% | 582,280 | $33.9M |
| Coldstream Capital Management Inc. | 0.71% | Add +66.0% | 574,320 | $33.4M |
| Connecticut Wealth Management, LLC | 1.61% | Add +11271.4% | 614,056 | $32.7M |
| Cambridge Associates LLC /Ma/ | 1.04% | Add +16.0% | 559,659 | $32.6M |
| Altfest L J & Co. Inc. | 3.96% | New | 534,040 | $31.1M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +5.3% | 526,983 | $30.7M |
| American Money Management, LLC | 5.96% | Add +12.2% | 525,029 | $30.5M |
| Scopus Asset Management, L.P. | 1.12% | No change | 522,500 | $30.4M |
| Benjamin Edwards Inc. | 0.43% | Add +4.0% | 514,998 | $30.0M |
| Facet Wealth, Inc. | 0.79% | Add +5.9% | 511,637 | $29.8M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -73.8% | 506,633 | $29.5M |
| Summit Trail Advisors, LLC | 1.08% | Add +454.7% | 504,019 | $29.3M |
| Schiavi & Co LLC | 11.32% | Add +3.8% | 498,573 | $29.0M |
| Prudential PLC | 0.15% | Add +34.6% | 495,610 | $28.8M |
| Alaethes Wealth, LLC | 10.26% | Add +4.3% | 493,324 | $28.7M |
| Arista Wealth Management, LLC | 6.88% | Reduce -1.9% | 493,230 | $28.7M |
| Essential Planning, LLC. | 0.19% | Add +6400.0% | 489,125 | $28.6M |
| Stephens Inc. | 0.40% | Add +5006.4% | 489,552 | $28.5M |
| Vanguard Group Inc. | 0.00% | Add +18.1% | 470,556 | $27.4M |
| MassMutual Private Wealth & Trust, FSB | 0.76% | Reduce -15.2% | 466,665 | $27.2M |
| MainStreet Investment Advisors LLC | 3.79% | Reduce -3.0% | 465,322 | $27.1M |
| Cordant, Inc. | 13.88% | Add +3.1% | 453,461 | $26.4M |
| Global Wealth Management Investment Advisory, Inc. | 5.32% | Add +6.5% | 443,261 | $25.8M |
| Five Oceans Advisors | 11.38% | Add +15.0% | 426,700 | $24.8M |
| Bleakley Financial Group, LLC | 0.74% | Reduce -0.4% | 424,833 | $24.7M |
| Franklin Resources Inc. | 0.01% | Add +0.0% | 424,521 | $24.7M |
| New York Life Investment Management LLC | 0.24% | Reduce -47.8% | 420,641 | $24.5M |
| Gould Asset Management LLC | 5.11% | Add +10.3% | 416,774 | $24.2M |
| Level Financial Advisors | 8.87% | Add +6.8% | 415,409 | $24.2M |
| Stratos Wealth Advisors, LLC | 1.14% | Add +2.3% | 409,623 | $23.8M |
| WBH Advisory Inc. | 2.14% | Reduce -6.1% | 396,986 | $23.1M |
| Strategic Point Investment Advisors, LLC | 3.70% | Add +1.3% | 389,847 | $22.7M |
| Charles Schwab Trust Co | 1.94% | Add +1.2% | 388,765 | $22.6M |
| BNP Paribas Financial Markets | 0.02% | Add +58.7% | 385,994 | $22.5M |
| Delta Investment Management, LLC | 4.36% | Reduce -8.1% | 384,962 | $22.4M |
| Sollinda Capital Management LLC | 6.10% | Reduce -1.4% | 381,483 | $22.2M |
| Independent Advisor Alliance | 0.29% | New | 375,423 | $21.8M |
| Regions Financial Corp. | 0.16% | Reduce -0.2% | 368,964 | $21.5M |
| MML Investors Services, LLC | 0.07% | Add +1.0% | 365,035 | $21.2M |
| Country Club Bank | 1.41% | Add +4.0% | 363,734 | $21.2M |
| Creative Financial Designs Inc. | 1.71% | Add +2.5% | 361,009 | $21.0M |
| Foundations Investment Advisors, LLC | 0.40% | Reduce -15.4% | 359,110 | $20.9M |
| Park Avenue Securities LLC | 0.21% | Add +5.8% | 358,874 | $20.9M |
| Efficient Advisors, LLC | 1.29% | Add +3.1% | 345,669 | $20.1M |
| Salomon & Ludwin, LLC | 2.08% | Add +1.3% | 337,454 | $19.6M |
| GEN Financial Management, INC. | 12.72% | — | 336,919 | $19.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +18.7% | 336,738 | $19.6M |
| Wolff Financial Management LLC | 5.39% | Add +6.9% | 334,016 | $19.4M |
| AllGen Financial Advisors, Inc. | 6.45% | Add +1.9% | 329,950 | $19.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -9.5% | 321,357 | $18.7M |
| Morling Financial Advisors, LLC | 6.42% | Add +4.8% | 316,543 | $18.4M |
| Winch Advisory Services, LLC | 4.69% | Add +3.4% | 310,125 | $18.0M |
| Integrated Wealth Concepts LLC | 0.20% | Add +17.3% | 303,197 | $17.6M |
| Peak Asset Management, LLC | 3.22% | Add +5.4% | 299,056 | $17.4M |
| Venturi Wealth Management, LLC | 0.85% | Reduce -28.6% | 297,756 | $17.3M |
| Focus Partners Advisor Solutions, LLC | 0.29% | Reduce -2.9% | 296,741 | $17.3M |
| Corient Private Wealth LP | 0.03% | Add +66.5% | 296,401 | $17.2M |
| Obsidian Cio, LLC | 3.12% | Add +7.3% | 293,733 | $17.1M |
| Horizon Financial Services, LLC | 9.59% | Add +17.4% | 293,200 | $17.1M |
| Carlson Capital Management | 0.74% | Reduce -1.6% | 292,047 | $17.0M |
| Patten & Patten Inc. | 1.03% | New | 268,785 | $15.6M |
| Elm Partners Management LLC | 1.06% | Add +418.2% | 266,089 | $15.5M |
| Voisard Asset Management Group, Inc. | 5.15% | Reduce -4.7% | 264,776 | $15.4M |
| Allen Investment Management, LLC | 0.18% | No change | 263,591 | $15.3M |
| Alpha Advisors, LLC | 15.63% | — | 260,920 | $15.2M |
| Human Investing LLC | 2.60% | Add +2.5% | 251,691 | $14.6M |
| Northwest Wealth Management, LLC | 3.08% | Reduce -3.9% | 250,109 | $14.6M |
| Municipal Employees' Retirement System of Michigan | 0.20% | Reduce -93.1% | 249,183 | $14.5M |
| Cypress Capital, LLC | 4.03% | Reduce -1.2% | 242,035 | $14.1M |
| Shah Capital Management | 2.79% | Reduce -1.9% | 237,752 | $13.8M |
| Montag A & Associates Inc. | 0.66% | Reduce -6.0% | 237,044 | $13.8M |
| Rockingstone Advisors LLC | 5.84% | Add +405.4% | 227,425 | $13.2M |
| Drum Hill Capital, LLC | 16.65% | — | 227,177 | $13.2M |
| Lowe Brockenbrough & Co. Inc. | 0.85% | Add +15.9% | 226,969 | $13.2M |
| Montecito Bank & Trust | 2.29% | Add +14.7% | 226,806 | $13.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +26.8% | 225,826 | $13.1M |
| Focus Partners Wealth | 0.03% | Add +4.3% | 225,259 | $13.1M |
| Investure, LLC | 0.77% | No change | 222,200 | $12.9M |
| Alta Advisers Ltd | 7.91% | Reduce -68.4% | 215,366 | $12.5M |
| Horizon Kinetics Asset Management LLC | 0.16% | Reduce -3.8% | 215,098 | $12.5M |
| Sand Hill Global Advisors, LLC | 0.53% | Add +3.9% | 214,246 | $12.5M |
| Patriot Investment Management Group, Inc. | 0.93% | Add +4.5% | 212,910 | $12.4M |
| Chicago Partners Investment Group LLC | 0.41% | Add +2.0% | 212,504 | $12.4M |
| Whitcomb & Hess, Inc. | 3.81% | Add +1.6% | 211,814 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.8% | 210,802 | $12.3M |
| Element Pointe Advisors, LLC | 2.88% | Add +11.0% | 210,604 | $12.3M |
| Parr McKnight Wealth Management Group, LLC | 1.75% | — | 210,433 | $12.2M |
| Websterrogers Financial Advisors, LLC | 4.18% | Add +1.6% | 207,067 | $12.0M |
| Conservest Capital Advisors, Inc. | 1.24% | Add +9.8% | 206,976 | $12.0M |
| Vise Technologies, Inc. | 0.98% | Reduce -0.8% | 202,509 | $11.8M |
| Michael A. Dubis Financial Planning, LLC | 11.18% | — | 198,815 | $11.6M |
| Capital Investment Advisory Services, LLC | 1.09% | Reduce -3.3% | 195,281 | $11.4M |
| Rogco, LP | 4.61% | Add +6.3% | 194,585 | $11.3M |
| Harbour Investments, Inc. | 0.32% | Add +2.7% | 190,862 | $11.1M |
| Ullmann Wealth Partners Group, LLC | 1.42% | Add +1.4% | 189,744 | $11.0M |
| Cascade Wealth Advisors, Inc | 7.46% | Add +15.0% | 189,560 | $11.0M |
| Private Advisor Group, LLC | 0.06% | Add +45.4% | 187,542 | $10.9M |
| Greenwood Capital Associates LLC | 1.40% | Add +0.3% | 184,981 | $10.8M |
| Studio Investment Management LLC | 2.28% | Add +51.4% | 184,346 | $10.7M |
| MOKAN Wealth Management Inc. | 6.82% | — | 184,171 | $10.7M |
| SMART Wealth LLC | 3.81% | Reduce -32.9% | 183,791 | $10.7M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -7.0% | 182,512 | $10.6M |
| Elite Financial, Inc. | 5.74% | — | 182,240 | $10.6M |
| Scratch Capital LLC | 12.81% | — | 180,325 | $10.5M |
| Deane Retirement Strategies, Inc. | 5.25% | Reduce -34.4% | 179,255 | $10.4M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +53.6% | 177,484 | $10.3M |
| Howe & Rusling Inc. | 0.88% | Add +5.0% | 175,649 | $10.2M |
| ARK & TLK Investments, LLC | 3.49% | Reduce 0.0% | 172,690 | $10.0M |
| Unison Advisors LLC | 1.19% | Reduce -7.9% | 172,530 | $10.0M |
| Kings Path Partners LLC | 4.29% | Add +1.9% | 172,487 | $10.0M |
| Axxcess Wealth Management, LLC | 0.24% | Add +13.6% | 170,180 | $9.9M |
| Dai-ichi Life Holdings, Inc. | 10.68% | Reduce -42.6% | 167,600 | $9.7M |
| HM Payson & Co. | 0.16% | Add +7.1% | 165,836 | $9.6M |
| McLean Asset Management Corp | 2.89% | Add +10.8% | 165,349 | $9.6M |
| Nicolet Advisory Services, LLC | 0.88% | Add +35.1% | 165,149 | $9.6M |
| Muirfield Wealth Advisors LLC | 7.80% | Add +0.6% | 162,736 | $9.5M |
| EPG Wealth Management LLC | 2.47% | Reduce -6.7% | 160,855 | $9.4M |
| Cravens & Co Advisors, LLC | 7.07% | Add +4.3% | 159,495 | $9.3M |
| Capital Investment Services of America, Inc. | 0.88% | Reduce -2.3% | 158,675 | $9.2M |
| Beverly Hills Private Wealth, LLC | 1.86% | Reduce -10.2% | 157,612 | $9.2M |
| Empowered Funds, LLC | 0.13% | Add +4.2% | 156,489 | $9.1M |
| Captrust Financial Advisors | 0.03% | Reduce -56.0% | 154,302 | $9.0M |
| Farther Finance Advisors, LLC | 0.32% | Add +11.8% | 153,806 | $8.9M |
| Zacks Investment Management | 0.08% | Add +6.2% | 153,452 | $8.9M |
| Echo45 Advisors LLC | 5.84% | Add +12.5% | 152,890 | $8.9M |
| Cape Ann Savings Bank | 5.19% | Add +0.2% | 151,465 | $8.8M |
| ETF Portfolio Partners, Inc. | 2.60% | Add +9.7% | 148,580 | $8.6M |
| Roundview Capital LLC | 0.58% | Add +13.3% | 141,965 | $8.3M |
| National Bank of Canada | 0.01% | Add +22.6% | 141,548 | $8.2M |
| Compton Wealth Advisory Group, LLC | 2.09% | Add +38.4% | 139,353 | $8.1M |
| Middleton & Co. Inc. | 0.89% | Reduce -3.4% | 137,880 | $8.0M |
| Hilton Capital Management, LLC | 0.68% | Reduce -52.6% | 136,075 | $7.9M |
| Bokf, NA | 0.13% | Reduce -1.4% | 135,962 | $7.9M |
| Bull Street Advisors, LLC | 3.80% | Reduce -0.2% | 135,562 | $7.9M |
| Signify Wealth | 8.68% | Add +7.5% | 132,253 | $7.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +19.1% | 131,244 | $7.6M |
| Woodmont Investment Counsel LLC | 0.56% | Reduce -18.8% | 131,154 | $7.6M |
| Values First Advisors, Inc. | 4.20% | Reduce -17.0% | 131,094 | $7.6M |
| Colony Family Offices, LLC | 2.37% | Reduce -10.7% | 129,671 | $7.5M |
| AmeriServ Wealth Advisors | 4.03% | — | 128,226 | $7.5M |
| Apella Capital, LLC | 0.29% | Add +53.7% | 127,740 | $7.4M |
| Trek Financial, LLC | 0.54% | Add +12.8% | 123,668 | $7.2M |
| Safir Wealth Advisors, LLC | 5.52% | Reduce -16.0% | 123,013 | $7.2M |
| Biltmore Wealth Management, LLC | 2.96% | Add +1.3% | 122,375 | $7.1M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -1.0% | 122,209 | $7.1M |
| Freedom Investment Management, Inc. | 0.59% | Add +2.3% | 121,823 | $7.1M |
| Beacon Financial Strategies CORP | 4.73% | Add +3.3% | 121,573 | $7.1M |
| Aptus Capital Advisors, LLC | 0.08% | Add +7.4% | 121,489 | $7.1M |
| Comerica Bank | 0.03% | Add +16.4% | 120,608 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -7.2% | 120,581 | $7.0M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -7.2% | 120,581 | $7.0M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +83.3% | 120,256 | $7.0M |
| Kingdom Financial Group LLC. | 4.75% | Reduce -4.5% | 119,397 | $6.9M |
| Hancock Whitney Corp. | 0.22% | Add +3.0% | 118,613 | $6.9M |
| American Trust | 0.51% | Add +23.7% | 115,635 | $6.7M |
| Bearing Point Capital, LLC | 1.40% | — | 115,499 | $6.7M |
| Marion Wealth Management | 1.75% | Add +4.7% | 113,240 | $6.6M |
| Certified Advisory Corp | 0.71% | Add +5.3% | 112,756 | $6.6M |
| DDD Partners, LLC | 0.81% | Add +11.4% | 112,591 | $6.6M |
| Signal Advisors Wealth, LLC | 0.74% | Add +128.4% | 112,169 | $6.5M |
| Retirement Planning Group, LLC | 0.33% | Reduce -3.4% | 112,045 | $6.5M |
| Dynasty Wealth Management, LLC | 0.11% | Reduce -52.7% | 111,879 | $6.5M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +26.0% | 107,848 | $6.3M |
| Heritage Wealth Management, Inc. | 5.35% | Add +4.6% | 107,755 | $6.3M |
| Bank of Nova Scotia | 0.01% | Reduce -51.0% | 106,856 | $6.2M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -9.1% | 103,286 | $6.0M |
| Tortoise Investment Management, LLC | 0.63% | Reduce -41.2% | 102,446 | $6.0M |
| Disciplined Investments, LLC | 2.91% | Add +0.7% | 101,565 | $5.9M |
| Elmwood Wealth Management, Inc. | 2.37% | Reduce -6.6% | 100,749 | $5.9M |
| Integrated Advisors Network LLC | 0.28% | Add +85.5% | 100,035 | $5.8M |
| Transform Wealth, LLC | 0.32% | New | 99,209 | $5.8M |
| Stanich Group LLC | 4.29% | — | 98,810 | $5.7M |
| Strategic Investment Solutions, Inc. | 1.92% | Add +60.1% | 99,000 | $5.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -5.1% | 97,575 | $5.7M |
| Laidlaw Wealth Management LLC | 2.47% | Add +23.2% | 97,442 | $5.7M |
| Stifel Financial Corp. | 0.01% | Reduce -1.9% | 97,178 | $5.7M |
| 49 Wealth Management, LLC | 0.80% | Add +39.9% | 96,911 | $5.6M |
| B.O.S.S. Retirement Advisors, LLC | 1.56% | Add +468.9% | 95,915 | $5.6M |
| Sage Mountain Advisors LLC | 0.41% | Add +93.3% | 95,781 | $5.6M |
| Quadrant Capital Group LLC | 0.38% | Reduce -2.2% | 94,797 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | New | 94,500 | $5.5M |
| Oppenheimer & Co. Inc. | 0.08% | Add +32.9% | 94,130 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +3.0% | 92,489 | $5.4M |
| BOK Financial Private Wealth, Inc. | 0.39% | Add +55.0% | 92,443 | $5.4M |
| Marotta Asset Management | 1.12% | Add +8.4% | 92,426 | $5.4M |
| Courier Capital LLC | 0.37% | Reduce -38.1% | 90,978 | $5.3M |
| TT Capital Management LLC | 4.16% | — | 89,586 | $5.2M |
| Seven Post Investment Office LP | 1.97% | Reduce -0.8% | 88,499 | $5.1M |
| Whittier Trust Co. | 0.07% | Reduce -4.0% | 88,206 | $5.1M |
| Vectors Research Management, LLC | 1.75% | Reduce -34.3% | 88,077 | $5.1M |
| Tennessee Valley Asset Management Partners | 0.83% | Add +0.1% | 85,197 | $5.0M |
| Titleist Asset Management, LLC | 0.57% | Add +19.6% | 85,169 | $5.0M |
| HB Wealth Management, LLC | 0.05% | Reduce -44.4% | 84,880 | $4.9M |
| Signet Financial Management, LLC | 0.62% | Reduce -0.2% | 83,454 | $4.9M |
| NewEdge Wealth, LLC | 0.08% | Reduce -14.1% | 81,408 | $4.7M |
| Shufro Rose & Co. LLC | 0.37% | Add +94.9% | 80,788 | $4.7M |
| Mechanics Financial Corp | 2.08% | Add +34.1% | 79,705 | $4.6M |
| Scotia Capital Inc. | 0.02% | Reduce -3.8% | 78,754 | $4.6M |
| Cornerstone Financial Group, LLC | 4.46% | — | 77,768 | $4.5M |
| Culbertson A N & Co. Inc. | 0.71% | Add +15.3% | 76,516 | $4.5M |
| One Degree Advisors Inc | 1.79% | Add +18.1% | 75,745 | $4.4M |
| Aegis Wealth Management LLC | 2.98% | — | 75,747 | $4.4M |
| Betterment LLC | 0.01% | Add +40.9% | 75,140 | $4.4M |
| Fortune Financial Advisors, LLC | 3.93% | Add +7.5% | 74,358 | $4.3M |
| McIlrath & Eck, LLC | 0.55% | Add +8.5% | 74,130 | $4.3M |
| White Lighthouse Investment Management Inc. | 0.76% | Add +10.7% | 74,065 | $4.3M |
| Citigroup Inc. | 0.00% | Reduce -5.5% | 73,498 | $4.3M |
| Bank of Montreal | 0.00% | Add +0.7% | 73,136 | $4.3M |
| Valley Financial Group, Inc. | 2.96% | Reduce -1.2% | 73,072 | $4.3M |
| Tillman Hartley LLC | 1.21% | Add +7.8% | 72,351 | $4.2M |
| Hara Capital LLC | 2.66% | Reduce -17.1% | 72,318 | $4.2M |
| MRWM Advisors, LLC | 3.26% | — | 71,527 | $4.2M |
| CWC Advisors, LLC. | 4.11% | Add +2.0% | 70,885 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +7.3% | 70,225 | $4.1M |
| Advisory Research Inc. | 0.67% | No change | 69,657 | $4.1M |
| Howard Bailey Securities, LLC | 1.50% | Add +2.9% | 69,468 | $4.0M |
| Rwa Wealth Partners, LLC | 0.05% | Add +86.1% | 69,454 | $4.0M |
| Flow Traders U.S. LLC | 0.16% | New | 68,982 | $4.0M |
| Alhambra Investment Management LLC | 2.06% | Reduce -0.4% | 68,953 | $4.0M |
| Hexagon Capital Partners LLC | 0.71% | Add +6.2% | 67,340 | $3.9M |
| Financial Gravity Companies, Inc. | 0.89% | Add +8.7% | 67,173 | $3.9M |
| Seven Springs Wealth Group, LLC | 1.48% | New | 66,853 | $3.9M |
| RFG Advisory, LLC | 0.11% | Reduce -12.2% | 65,677 | $3.8M |
| Altiora Financial Group, LLC | 0.83% | Reduce -21.0% | 65,511 | $3.8M |
| Kades & Cheifetz LLC | 1.94% | New | 65,231 | $3.8M |
| Roble, Belko & Company, Inc | 0.60% | Add +10.3% | 65,174 | $3.8M |
| Boston Family Office LLC | 0.26% | Reduce -16.1% | 64,589 | $3.8M |
| American Investment Services, Inc. | 0.66% | Reduce -5.4% | 64,193 | $3.7M |
| Argent Trust Co | 0.15% | Reduce -4.7% | 64,065 | $3.7M |
| Arvest Investments, Inc. | 0.59% | Add +6.5% | 63,728 | $3.7M |
| World Investment Advisors | 0.10% | Add +83.4% | 63,042 | $3.7M |
| Breakwater Investment Management | 1.55% | Reduce -3.1% | 62,541 | $3.6M |
| Capital Investment Counsel, LLC | 0.61% | Add +7.3% | 62,361 | $3.6M |
| Truepoint, Inc. | 0.09% | Reduce -2.1% | 59,745 | $3.5M |
| Treynor Bancshares, Inc. | 3.57% | Add +12.5% | 58,184 | $3.4M |
| Checchi Capital Advisers, LLC | 0.25% | Add +8.6% | 56,844 | $3.3M |
| Birchbrook, Inc. | 1.86% | Add +11.6% | 56,232 | $3.3M |
| IFP Advisors, Inc | 0.11% | Add +2.4% | 56,084 | $3.3M |
| Hayek Kallen Investment Management | 1.18% | Add +197.1% | 55,957 | $3.3M |
| Cardiff Park Advisors, LLC | 0.31% | Add +23.0% | 55,432 | $3.2M |
| Lake Hills Wealth Management, LLC | 2.17% | Add +36.8% | 54,590 | $3.2M |
| Blackhawk Capital Partners, LLC | 1.63% | New | 54,014 | $3.1M |
| Anchor Investment Management, LLC | 0.29% | Reduce -0.2% | 53,799 | $3.1M |
| Wells Financial Advisors INC | 4.23% | Reduce -5.4% | 53,367 | $3.1M |
| Belpointe Asset Management LLC | 0.19% | Add +7.8% | 52,734 | $3.1M |
| RoundAngle Advisors LLC | 2.95% | — | 53,186 | $3.1M |
| South Plains Financial, Inc. | 2.35% | — | 52,803 | $3.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.5% | 52,284 | $3.0M |
| Citadel Advisors | 0.00% | New | 52,202 | $3.0M |
| Marietta Wealth Management, LLC | 0.43% | Add +6.3% | 52,047 | $3.0M |
| Iron Gate Global Advisors LLC | 0.43% | Add +7.1% | 51,805 | $3.0M |
| Lido Advisors, LLC | 0.02% | Add +904.9% | 51,463 | $3.0M |
| Founders Grove Wealth Partners, LLC | 0.86% | — | 51,257 | $3.0M |
| Ridgewood Investments LLC | 1.41% | Reduce -2.2% | 50,182 | $2.9M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -69.3% | 49,876 | $2.9M |
| Accredited Wealth Management, LLC | 2.53% | — | 49,715 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.28% | Reduce -20.9% | 49,487 | $2.9M |
| Quattro Financial Advisors LLC | 0.73% | Reduce -0.4% | 48,670 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +15.4% | 48,417 | $2.8M |
| Windward Private Wealth Management Inc. | 1.09% | Reduce -2.1% | 48,120 | $2.8M |
| Kovack Advisors, Inc. | 0.27% | Add +0.9% | 47,996 | $2.8M |
| Successful Portfolios LLC | 1.87% | Add +9.3% | 47,931 | $2.8M |
| GatePass Capital, LLC | 3.01% | — | 46,650 | $2.7M |
| PYA Waltman Capital, LLC | 0.87% | Reduce -1.8% | 46,614 | $2.7M |
| Nwam LLC | 0.17% | Reduce -3.8% | 45,999 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.27% | Reduce -4.7% | 45,414 | $2.6M |
| Frontier Asset Management, LLC | 0.87% | Reduce -32.1% | 45,351 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.6% | 44,568 | $2.6M |
| 4WEALTH Advisors, Inc. | 2.64% | — | 44,306 | $2.6M |
| Seven Mile Advisory | 1.64% | Reduce -17.9% | 44,274 | $2.6M |
| McDonough Capital Management, Inc | 1.57% | Reduce -3.4% | 43,754 | $2.5M |
| First Horizon Advisors, Inc. | 0.07% | Add +13.9% | 43,484 | $2.5M |
| Accurate Wealth Management, LLC | 0.48% | Add +24.6% | 43,312 | $2.5M |
| Investment Advisory Group, LLC | 0.84% | Reduce -2.6% | 43,104 | $2.5M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -10.7% | 43,096 | $2.5M |
| Mountain Pacific Investment Advisers LLC | 0.18% | Reduce -0.8% | 43,011 | $2.5M |
| Synergy Investment Management, LLC | 1.07% | — | 42,967 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.80% | Add +6.5% | 42,058 | $2.4M |
| Allworth Financial LP | 0.01% | Add +134.6% | 41,926 | $2.4M |
| First American Trust, FSB | 0.24% | Reduce -23.6% | 41,968 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -8.5% | 41,866 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Add +151.5% | 41,824 | $2.4M |
| Grove Street Fiduciary, LLC | 1.26% | — | 41,150 | $2.4M |
| Estate Counselors, LLC | 0.25% | Reduce -1.3% | 40,949 | $2.4M |
| Embree Financial Group | 0.40% | Reduce -7.8% | 40,411 | $2.4M |
| Unconventional Investor, LLC | 1.41% | Add +0.2% | 40,020 | $2.3M |
| Fiduciary Trust Co | 0.03% | Reduce -28.8% | 39,762 | $2.3M |
| CWS Financial Advisors, LLC | 0.74% | Add +20.1% | 39,373 | $2.3M |
| Brucke Financial, Inc. | 1.96% | — | 39,079 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +158.6% | 39,184 | $2.3M |
| Vident Advisory, LLC | 0.04% | New | 39,162 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Reduce -1.6% | 38,722 | $2.3M |
| TrueWealth Advisors, LLC | 0.73% | Add +1.7% | 37,698 | $2.2M |
| REDW Wealth LLC | 0.76% | Reduce -29.3% | 37,417 | $2.2M |
| Intelligence Driven Advisers, LLC | 0.40% | Reduce -26.0% | 36,314 | $2.1M |
| Meridian Wealth Management, LLC | 0.10% | Reduce -13.1% | 36,180 | $2.1M |
| Viawealth, LLC | 1.25% | Reduce -12.8% | 35,725 | $2.1M |
| Flagship Wealth Advisors, LLC | 1.22% | — | 35,608 | $2.1M |
| HRT Financial LP | 0.01% | Add +58.4% | 35,361 | $2.1M |
| Welch Group, LLC | 0.09% | New | 35,204 | $2.0M |
| Curran Financial Partners, LLC | 0.54% | Add +25.0% | 35,131 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -27.8% | 34,768 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 34,500 | $2.0M |
| DB Fitzpatrick & Co, Inc | 1.84% | Reduce -18.5% | 34,418 | $2.0M |
| MB Generational Wealth, LLC | 1.47% | New | 34,386 | $2.0M |
| Headinvest, LLC | 0.38% | Reduce -2.9% | 34,363 | $2.0M |
| Hobbs Group Advisors, LLC | 0.74% | Reduce -13.8% | 33,985 | $2.0M |
| Maripau Wealth Management LLC | 1.14% | Add +76.5% | 33,099 | $1.9M |
| Anderson Hoagland & Co. | 0.20% | Reduce -83.9% | 33,037 | $1.9M |
| Manhattan West Asset Management, LLC | 0.52% | Reduce -2.4% | 33,020 | $1.9M |
| Millennium Management | 0.00% | Add +3.6% | 32,987 | $1.9M |
| Summit Wealth Partners, LLC | 0.39% | Reduce -7.8% | 32,828 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -5.9% | 32,671 | $1.9M |
| St Germain D J Co. Inc. | 0.09% | Add +8.6% | 32,538 | $1.9M |
| Raffa Wealth Management, LLC | 0.44% | Add +73.1% | 32,421 | $1.9M |
| FWG Investments, LLC. | 1.46% | Add +6.0% | 32,291 | $1.9M |
| CENTRAL TRUST Co | 0.05% | Add +29.0% | 32,238 | $1.9M |
| Mgo One Seven LLC | 0.07% | Add +30.9% | 32,171 | $1.9M |
| Insigneo Advisory Services, LLC | 0.19% | Add +9.4% | 32,056 | $1.9M |
| Oak Family Advisors, LLC | 0.72% | Add +131.0% | 31,692 | $1.8M |
| Institute for Wealth Management, LLC. | 0.23% | Reduce -10.0% | 31,583 | $1.8M |
| Verum Partners LLC | 0.52% | Reduce -7.2% | 30,890 | $1.8M |
| Balboa Wealth Partners | 0.41% | Add +92.6% | 30,771 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Add +5.1% | 30,755 | $1.8M |
| Transcendent Capital Group LLC | 0.93% | Reduce -29.3% | 30,736 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.5% | 30,563 | $1.8M |
| Pinnacle Bancorp, Inc. | 0.57% | Add +1.7% | 29,983 | $1.7M |
| LJI Wealth Management, LLC | 0.34% | No change | 29,805 | $1.7M |
| Zhang Financial LLC | 0.10% | New | 29,799 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -0.9% | 29,790 | $1.7M |
| Spectrum Financial Alliance Ltd LLC | 0.60% | Reduce -69.3% | 29,699 | $1.7M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -6.7% | 29,260 | $1.7M |
| Verus Financial Partners, Inc. | 0.19% | Reduce -7.2% | 29,164 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +1.2% | 28,940 | $1.7M |
| Davis R M Inc. | 0.03% | Reduce -4.1% | 28,903 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +182.1% | 28,773 | $1.7M |
| Eagle Strategies LLC | 0.29% | Reduce -0.8% | 28,647 | $1.7M |
| LifeWealth Investments, LLC | 1.10% | — | 28,532 | $1.7M |
| Oak Hill Wealth Advisors, LLC | 0.40% | — | 28,487 | $1.7M |
| ArborFi Advisors, LLC | 1.65% | — | 28,259 | $1.6M |
| Shayne & Jacobs, LLC | 0.43% | Add +78.9% | 28,125 | $1.6M |
| Cary Street Partners Financial LLC | 0.05% | — | 28,117 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Add +135.9% | 27,853 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.32% | Add +0.7% | 27,592 | $1.6M |
| Manchester Capital Management LLC | 0.19% | Add +967.5% | 27,434 | $1.6M |
| SeaBridge Investment Advisors LLC | 0.33% | Reduce -20.8% | 27,281 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -1.9% | 27,194 | $1.6M |
| Hills Bank & Trust Co | 0.12% | Reduce -3.5% | 27,164 | $1.6M |
| Security Financial Services, INC. | 0.32% | Add +2.3% | 27,141 | $1.6M |
| Marshfield Associates | 0.03% | No change | 26,867 | $1.6M |
| PFG Advisors | 0.09% | Add +6.3% | 26,525 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -3.8% | 25,946 | $1.5M |
| Advanced Asset Management Advisors Inc | 0.39% | Add +61.2% | 25,803 | $1.5M |
| Quest 10 Wealth Builders, Inc. | 1.49% | — | 25,791 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -6.3% | 25,736 | $1.5M |
| PFG Investments, LLC | 0.09% | Reduce -9.4% | 25,679 | $1.5M |
| Moody National Bank Trust Division | 0.15% | New | 25,365 | $1.5M |
| Kiely Wealth Advisory Group, Inc. | 0.94% | Add +1171.9% | 25,184 | $1.5M |
| WMS Partners, LLC | 0.08% | Reduce -20.1% | 24,984 | $1.5M |
| Spectrum Wealth Counsel, LLC | 0.17% | Add +267.5% | 24,971 | $1.5M |
| Oak Grove Capital LLC | 0.29% | Reduce -10.8% | 24,750 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -65.0% | 24,745 | $1.4M |
| Lord & Richards Wealth Management, LLC | 2.99% | — | 24,351 | $1.4M |
| TPG Financial Advisors, LLC | 0.60% | Reduce -1.0% | 23,844 | $1.4M |
| Summit Global Investments | 0.09% | Reduce -1.6% | 23,793 | $1.4M |
| Strategic Wealth Investment Group, LLC | 0.08% | Reduce -52.8% | 23,683 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -32.2% | 23,541 | $1.4M |
| Bray Capital Advisors | 0.37% | Add +2.5% | 23,499 | $1.4M |
| Towneley Capital Management, Inc / DE | 0.32% | Add +1.4% | 23,107 | $1.3M |
| Pasadena Private Wealth, LLC | 0.27% | Reduce -87.0% | 22,976 | $1.3M |
| Miller Financial Services LLC | 1.12% | — | 22,879 | $1.3M |
| Sowell Financial Services LLC | 0.07% | Add +108.3% | 22,802 | $1.3M |
| One Day In July LLC | 0.14% | Add +4.0% | 22,795 | $1.3M |
| Lifeworks Advisors, LLC | 0.24% | Add +13.4% | 22,777 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +7.3% | 22,777 | $1.3M |
| Thompson David Blair | 0.96% | — | 22,760 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.11% | Add +0.5% | 22,606 | $1.3M |
| Circle Wealth Management, LLC | 0.03% | No change | 22,421 | $1.3M |
| Arax Advisory Partners | 0.08% | Add +5.7% | 22,136 | $1.3M |
| Centurion Wealth Management LLC | 0.40% | Reduce -8.9% | 22,127 | $1.3M |
| Red Tortoise LLC | 0.67% | Add +2.4% | 22,065 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 21,781 | $1.3M |
| Evoke Wealth, LLC | 0.04% | New | 21,692 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -8.8% | 21,678 | $1.3M |
| Great Waters Wealth Management | 0.16% | Reduce -7.5% | 21,493 | $1.3M |
| GenTrust, LLC | 0.05% | Reduce -67.8% | 21,293 | $1.2M |
| VERITY Wealth Advisors | 0.89% | Add +3.9% | 21,109 | $1.2M |
| Sovran Advisors, LLC | 0.17% | — | 20,845 | $1.2M |
| Agf Management Ltd. | 0.01% | Add +39.1% | 20,350 | $1.2M |
| Prelude Capital Management, LLC | 0.10% | New | 20,290 | $1.2M |
| SageOak Financial, LLC | 1.07% | — | 20,191 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.32% | Add +1.1% | 20,107 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.09% | Reduce -97.4% | 20,093 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.92% | No change | 20,000 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.9% | 19,933 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +64.6% | 19,757 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.42% | Add +9.1% | 19,716 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +4.2% | 19,661 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +33.5% | 19,446 | $1.1M |
| Autumn Glory Partners, LLC | 0.55% | New | 19,430 | $1.1M |
| Orcam Financial Group | 1.09% | Add +4.2% | 19,382 | $1.1M |
| DeDora Capital, Inc. | 0.31% | No change | 19,353 | $1.1M |
| RS Crum Inc. | 0.28% | No change | 19,175 | $1.1M |
| Kuhn & Co Investment Counsel | 0.94% | Add +22.1% | 19,080 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +1.2% | 18,866 | $1.1M |
| Proffitt & Goodson Inc. | 0.18% | Add +14.0% | 18,553 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -43.5% | 18,456 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -16.2% | 18,368 | $1.1M |
| United Community Bank | 0.41% | Reduce -0.5% | 18,059 | $1.1M |
| TrueWealth Financial Partners | 0.65% | New | 18,032 | $1.0M |
| Simplicity Wealth,LLC | 0.22% | Reduce -79.0% | 18,029 | $1.0M |
| Benchmark Wealth Management, LLC | 0.51% | Reduce -0.7% | 17,946 | $1.0M |
| Peterson Wealth Advisors, LLC | 0.19% | Add +238.8% | 17,888 | $1.0M |
| Wedmont Private Capital | 0.05% | Add +4.5% | 17,880 | $1.0M |
| AQR Capital Management | 0.00% | New | 17,768 | $1.0M |
| Sepio Capital, LP | 0.08% | No change | 17,372 | $1.0M |
| SBI Securities Co., Ltd. | 0.03% | — | 17,372 | $1.0M |
| Arkadios Wealth Advisors | 0.06% | Add +83.1% | 17,304 | $1.0M |
| Bordeaux Wealth Advisors LLC | 0.16% | Add +10.9% | 17,140 | $997K |
| Avestar Capital, LLC | 0.09% | No change | 17,132 | $997K |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -8.0% | 17,004 | $989K |
| Hardin Capital Partners, LLC | 0.60% | Add +5.9% | 16,985 | $988K |
| Canal Capital Management, LLC | 0.16% | Add +68.1% | 16,984 | $988K |
| &partners | 0.01% | Reduce -6.5% | 16,905 | $983K |
| F/m Investments LLC | 0.04% | New | 16,894 | $983K |
| MMBG Investment Advisors Co. | 0.10% | No change | 16,615 | $967K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.5% | 16,443 | $957K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -12.6% | 16,415 | $955K |
| Redhawk Wealth Advisors, Inc. | 0.13% | Add +1.4% | 16,287 | $948K |
| Five Pine Wealth Management | 0.80% | — | 16,214 | $943K |
| Tolleson Wealth Management, Inc. | 0.19% | No change | 16,164 | $940K |
| Lionshead Wealth Management, LLC | 0.67% | — | 15,932 | $927K |
| N.E.W. Advisory Services LLC | 0.09% | Add +9.1% | 15,746 | $916K |
| Optivise Advisory Services LLC | 0.49% | Add +0.6% | 15,736 | $916K |
| Chandler Asset Management, Inc. | 0.17% | Add +10.2% | 15,580 | $906K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +55.2% | 15,305 | $890K |
| Cibc World Market Inc. | 0.00% | Add +4.8% | 15,284 | $889K |
| Snowden Capital Advisors LLC | 0.03% | Add +38.4% | 15,267 | $888K |
| Envision Financial Planning, LLC | 0.46% | Reduce -16.9% | 15,253 | $887K |
| Essex Bank | 0.22% | Reduce -3.0% | 15,048 | $875K |
| Calton & Associates, Inc. | 0.39% | Add +118.6% | 15,024 | $874K |
| LCNB Corp. | 0.32% | No change | 15,000 | $873K |
| Townsquare Capital LLC | 0.01% | Reduce -11.5% | 14,970 | $871K |
| Financial Advocates Investment Management | 0.05% | Reduce -16.6% | 14,953 | $870K |
| R. W. Roge & Company, Inc. | 0.46% | Reduce -11.3% | 14,806 | $861K |
| Aspiriant, LLC | 0.03% | Add +11.9% | 14,736 | $857K |
| Koshinski Asset Management, Inc. | 0.07% | Add +15.3% | 14,665 | $853K |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 14,646 | $852K |
| Authentikos Wealth Advisory, LLC | 0.83% | Reduce -7.0% | 14,446 | $840K |
| Wellington Wealth Strategies, LLC. | 0.76% | Add +51.8% | 14,365 | $836K |
| Prairiewood Capital, LLC | 0.36% | Add +0.3% | 14,357 | $835K |
| Synovus Financial Corp. | 0.01% | Reduce -49.6% | 14,270 | $830K |
| Trust Point Inc. | 0.06% | Add +11.0% | 14,194 | $826K |
| Applied Capital LLC | 0.42% | Reduce -4.5% | 14,187 | $825K |
| Ritholtz Wealth Management | 0.02% | Reduce -2.8% | 14,171 | $824K |
| Perennial Advisors, LLC | 0.18% | — | 14,141 | $823K |
| CJM Wealth Advisers, Ltd. | 0.28% | Reduce -16.9% | 14,106 | $821K |
| Columbus Macro, LLC | 0.11% | Add +6.6% | 14,065 | $818K |
| WCG Wealth Advisors LLC | 0.05% | Add +14.4% | 13,850 | $806K |
| BBR Partners, LLC | 0.06% | No change | 13,841 | $805K |
| Signaturefd, LLC | 0.02% | Add +12.1% | 13,690 | $797K |
| Magnolia Private Wealth, LLC | 0.71% | — | 13,689 | $796K |
| Rockbridge Investment Management, LCC | 0.10% | Add +5.3% | 13,619 | $792K |
| Vista Cima Wealth Management LLC | 0.82% | — | 13,582 | $790K |
| MBA Advisors LLC | 0.40% | Add +0.9% | 13,546 | $788K |
| AEGON USA Investment Management, LLC | 0.79% | No change | 13,500 | $785K |
| CoreCap Advisors, LLC | 0.04% | Reduce -7.8% | 13,462 | $783K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +4.0% | 13,383 | $779K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.33% | — | 13,241 | $770K |
| Clarity Capital Advisors, LLC | 0.51% | Add +14.7% | 13,193 | $768K |
| Heritage Wealth Partners, LLC | 0.96% | Reduce -0.6% | 13,117 | $763K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Reduce -7.2% | 13,039 | $759K |
| Rothschild Wealth LLC | 0.22% | Reduce -66.0% | 12,952 | $754K |
| Ruedi Wealth Management, Inc. | 0.24% | Reduce -3.6% | 12,933 | $752K |
| Roth Financial Partners LLC | 0.30% | Add +7.3% | 12,926 | $752K |
| Glenview Trust Co | 0.01% | Add +2.7% | 12,899 | $750K |
| Dakota Wealth Management | 0.02% | No change | 12,653 | $736K |
| Eastern Bank | 0.01% | Reduce -67.1% | 12,559 | $731K |
| First County Bank | 0.41% | Add +1.6% | 12,544 | $730K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +38.0% | 12,483 | $726K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +2.9% | 12,399 | $721K |
| LGL Partners, LLC | 0.10% | Add +0.7% | 12,326 | $717K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -96.5% | 12,296 | $715K |
| Global Retirement Partners, LLC | 0.02% | Add +33.4% | 12,170 | $708K |
| Koss-Olinger Consulting, LLC | 0.06% | No change | 12,045 | $701K |
| Braun-Bostich & Associates Inc. | 0.51% | Add +0.7% | 12,047 | $701K |
| Redwood Investment Management, LLC | 0.07% | Add +1.4% | 11,959 | $696K |
| Cwm, LLC | 0.00% | Reduce -10.6% | 11,880 | $691K |
| Waverly Advisors, LLC | 0.01% | Reduce -39.1% | 11,811 | $687K |
| Leuthold Group, LLC | 0.08% | Reduce -8.2% | 11,808 | $687K |
| Birchcreek Wealth Management, LLC | 0.42% | Add +29.6% | 11,624 | $676K |
| Versant Capital Management, Inc | 0.15% | Add +2.4% | 11,577 | $674K |
| Principia Wealth Advisory, LLC | 0.63% | — | 11,497 | $669K |
| Vertex Planning Partners, LLC | 0.15% | Add +2.9% | 11,484 | $668K |
| Silver Oak Advisory Group, Inc. | 0.35% | Add +5.7% | 11,440 | $665K |
| CW Advisors, LLC | 0.01% | Reduce -4.9% | 11,404 | $664K |
| LRI Investments, LLC | 0.06% | No change | 11,365 | $661K |
| L.M. Kohn & Company | 0.17% | Reduce -2.6% | 11,348 | $660K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -16.7% | 11,342 | $660K |
| Cadent Capital Advisors, LLC | 0.23% | Add +1.0% | 11,207 | $652K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -59.6% | 11,128 | $647K |
| Rialto Wealth Management, LLC | 0.21% | — | 11,082 | $645K |
| L.K. Benson & Company, P.C. | 0.45% | — | 11,080 | $645K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -1.3% | 10,966 | $638K |
| Smartleaf Asset Management LLC | 0.06% | Add +15.9% | 10,817 | $629K |
| Compass Planning Associates Inc | 0.64% | — | 10,785 | $627K |
| Lloyd Advisory Services, LLC. | 0.29% | Add +8.8% | 10,668 | $621K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +1.2% | 10,392 | $604K |
| Ethos Financial Group, LLC | 0.08% | Reduce -68.2% | 10,367 | $603K |
| Quadrature Capital Ltd | 0.01% | Reduce -84.8% | 10,330 | $601K |
| ORG Partners LLC | 0.08% | Add +0.8% | 10,229 | $596K |
| Defined Wealth Management, LLC | 0.39% | Add +0.4% | 10,109 | $588K |
| Compound Planning, Inc. | 0.03% | Reduce -26.9% | 10,065 | $586K |
| Monument Group Wealth Advisors, LLC | 0.41% | Reduce -3.0% | 9,975 | $580K |
| Slagle Financial, LLC | 0.26% | Add +0.5% | 9,782 | $569K |
| Arkansas Financial Group, Inc. | 0.09% | Add +0.2% | 9,777 | $569K |
| Matauro, LLC | 0.12% | — | 9,758 | $568K |
| Edgestream Partners, L.P. | 0.02% | Reduce -59.2% | 9,708 | $565K |
| Ameraudi Asset Management, Inc. | 0.31% | Add +3.1% | 9,662 | $562K |
| Founders Financial Securities LLC | 0.05% | Reduce -13.9% | 9,591 | $558K |
| Impact Investors, Inc | 0.43% | — | 9,569 | $557K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.7% | 9,450 | $550K |
| Invesco Ltd. | 0.00% | Reduce -6.2% | 9,411 | $548K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.1% | 9,369 | $545K |
| FFT Wealth Management LLC | 0.04% | Reduce -82.6% | 9,357 | $544K |
| Klingman & Associates, LLC | 0.03% | Reduce -52.8% | 9,273 | $540K |
| Burney Co./ | 0.02% | Add +3.0% | 9,258 | $539K |
| First Bancorp, Inc | 0.37% | No change | 9,200 | $535K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 9,087 | $529K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -0.5% | 9,054 | $527K |
| Steel Grove Capital Advisors, LLC | 0.07% | Reduce -47.4% | 9,027 | $525K |
| Cedar Wealth Management, LLC | 0.19% | Add +0.7% | 8,986 | $523K |
| Keene & Associates, Inc. | 0.41% | Add +1.4% | 8,819 | $513K |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.5% | 8,810 | $513K |
| Arlington Trust Co LLC | 0.11% | No change | 8,755 | $509K |
| Horizon Investments, LLC | 0.01% | Reduce -18.0% | 8,782 | $509K |
| Keebeck Wealth Management | 0.07% | Reduce -13.8% | 8,740 | $508K |
| FLP Wealth Management, LLC | 1.29% | — | 8,688 | $505K |
| Charis Legacy Partners, LLC | 1.03% | — | 8,664 | $504K |
| Evergreen Capital Management LLC | 0.02% | No change | 8,640 | $503K |
| Alpha Cubed Investments, LLC | 0.02% | Add +6.8% | 8,640 | $503K |
| Novak & Powell Financial Services, Inc. | 0.30% | No change | 8,600 | $500K |
| Retirement Capital Strategies | 0.19% | New | 8,583 | $499K |
| New Century Financial Group, LLC | 0.21% | Reduce -7.7% | 8,563 | $498K |
| Ranch Capital Advisors Inc. | 0.24% | New | 8,556 | $498K |
| Petra Financial Advisors Inc. | 0.34% | No change | 8,492 | $494K |
| C M Bidwell & Associates Ltd. | 0.30% | Add +243.8% | 8,474 | $493K |
| Modera Wealth Management, LLC | 0.01% | Add +42.3% | 8,438 | $491K |
| LifePlan Investment Advisors, Inc. | 0.30% | Add +19.8% | 8,335 | $485K |
| Continental Investors Services, Inc. | 0.96% | Add +2.9% | 8,404 | $485K |
| American National Bank & Trust | 0.05% | New | 8,296 | $483K |
| Ameritas Advisory Services, LLC | 0.02% | Add +43.6% | 8,280 | $482K |
| ProVise Management Group, LLC | 0.04% | Reduce -0.2% | 8,200 | $477K |
| Transce3nd, LLC | 0.16% | — | 8,186 | $476K |
| Diversify Wealth Management, LLC | 0.04% | Add +35.2% | 8,194 | $476K |
| Rothschild Capital Partners, LLC | 0.12% | Add +18.6% | 8,179 | $476K |
| Avion Wealth | 0.12% | Add +0.5% | 8,080 | $470K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +10.0% | 7,976 | $464K |
| Timonier Family Office, LTD. | 0.24% | — | 7,951 | $463K |
| Principal Securities, Inc. | 0.01% | Add +6.6% | 7,889 | $459K |
| Tiaa Trust, National Association | 0.00% | New | 7,820 | $455K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $454K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -17.0% | 7,804 | $454K |
| Silver Oak Securities, Incorporated | 0.04% | Add +72.4% | 7,779 | $452K |
| Mfa Wealth Advisors, LLC | 0.12% | Add +83.3% | 7,771 | $452K |
| Essex Financial Services, Inc. | 0.03% | Add +57.0% | 7,733 | $450K |
| Northeast Financial Group, Inc. | 0.17% | Reduce -7.4% | 7,629 | $444K |
| Retireful, LLC | 0.25% | No change | 7,620 | $443K |
| Fifth Third Securities, Inc. | 0.04% | Add +45.9% | 7,594 | $442K |
| Physician Wealth Solutions Inc. | 0.22% | Add +10.6% | 7,546 | $439K |
| Park Square Financial Group, LLC | 0.30% | — | 7,540 | $439K |
| Ignite Planners, LLC | 0.10% | Add +10.1% | 7,541 | $439K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.5% | 7,534 | $438K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -35.7% | 7,507 | $437K |
| Meridian Wealth Partners, LLC | 0.07% | Add +11.7% | 7,428 | $432K |
| Stokes Family Office, LLC | 0.05% | Reduce -0.3% | 7,415 | $431K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -7.6% | 7,355 | $428K |
| Brave Asset Management Inc. | 0.14% | New | 7,343 | $427K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -11.3% | 7,215 | $423K |
| Life Line Wealth Management LLC | 0.15% | Add +1.4% | 7,261 | $422K |
| StoneX Group Inc. | 0.02% | Reduce -2.0% | 7,247 | $422K |
| Wealthspire Retirement, LLC | 0.03% | Add +0.4% | 7,239 | $421K |
| Choreo, LLC | 0.01% | Reduce -52.2% | 7,112 | $414K |
| Pacific Financial Group Inc. | 0.31% | Add +0.4% | 7,105 | $413K |
| AllSquare Wealth Management LLC | 0.24% | No change | 7,088 | $412K |
| Kendall Capital Management | 0.12% | Reduce -2.1% | 7,055 | $410K |
| Laraway Financial Advisors Inc | 0.31% | Add +0.0% | 6,830 | $397K |
| Financial Counselors Inc. | 0.01% | Reduce -90.4% | 6,829 | $397K |
| Vicus Capital | 0.04% | Add +4.3% | 6,791 | $395K |
| Jane Street Group, LLC | 0.00% | Reduce -95.6% | 6,748 | $393K |
| Snider Financial Group | 0.12% | Reduce -21.1% | 6,744 | $392K |
| Hurlow Wealth Management Group, Inc. | 0.12% | Reduce -12.5% | 6,720 | $391K |
| Keybank National Association | 0.00% | Reduce -3.4% | 6,606 | $384K |
| Stonekeep Investments, LLC | 0.28% | Add +5.5% | 6,576 | $383K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -21.1% | 6,558 | $382K |
| Sage Financial Management Group, Inc. | 0.14% | Add +59.7% | 6,516 | $379K |
| Evanson Asset Management, LLC | 0.03% | Reduce -8.4% | 6,451 | $375K |
| JCIC Asset Management Inc. | 0.15% | No change | 6,450 | $375K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -1.7% | 6,410 | $373K |
| Bush Investment Group, LLC | 0.29% | Reduce -34.1% | 6,336 | $369K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -6.9% | 6,338 | $368K |
| Cadence Bank | 0.02% | Add +0.3% | 6,287 | $366K |
| FSA Advisors, Inc. | 0.44% | Add +13.9% | 6,185 | $360K |
| HMV Wealth Advisors, LLC | 0.36% | — | 6,115 | $356K |
| Rehmann Capital Advisory Group | 0.02% | New | 6,001 | $349K |
| Sfmg, LLC | 0.03% | Reduce -6.7% | 5,987 | $348K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 5,941 | $346K |
| TRUE Private Wealth Advisors | 0.04% | New | 5,872 | $342K |
| Pure Portfolios Holdings LLC | 0.13% | Add +1.4% | 5,866 | $341K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -32.3% | 5,813 | $338K |
| Bright Futures Wealth Management, LLC. | 0.30% | Reduce -27.7% | 5,776 | $337K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -71.6% | 5,737 | $334K |
| Enclave Advisors LLC | 0.05% | Reduce -8.6% | 5,731 | $333K |
| Easterly Investment Partners LLC | 0.03% | No change | 5,514 | $321K |
| Addison Advisors LLC | 0.09% | Reduce -96.4% | 5,459 | $318K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.2% | 5,315 | $309K |
| Cora Capital Advisors LLC | 0.15% | No change | 5,250 | $305K |
| Albion Financial Group | 0.02% | Add +18.3% | 5,243 | $305K |
| My Personal CFO, LLC | 0.16% | No change | 5,236 | $305K |
| D.B. Root & Company, LLC | 0.10% | No change | 5,174 | $301K |
| Rinkey Investments | 0.10% | Add +9.2% | 5,167 | $301K |
| Composition Wealth, LLC | 0.01% | New | 5,117 | $298K |
| Breakthru Advisory Services, LLC | 0.27% | — | 5,069 | $295K |
| Aries Wealth Management | 0.08% | Add +17.9% | 5,063 | $295K |
| Jim Saulnier & Associates, LLC | 0.25% | Add +1.4% | 5,045 | $294K |
| Winnacle Wealth LLC | 0.29% | — | 5,028 | $290K |
| Strategic Financial Concepts, LLC | 0.06% | New | 4,969 | $289K |
| IHT Wealth Management, LLC | 0.01% | Reduce -29.7% | 4,935 | $287K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.6% | 4,822 | $280K |
| Balefire, LLC | 0.10% | Reduce -9.6% | 4,783 | $278K |
| Community Financial Services Group, LLC | 0.06% | Reduce -84.9% | 4,778 | $278K |
| Kraft Asset Management, LLC | 0.21% | No change | 4,767 | $278K |
| Tilson Financial Group, Inc. | 0.11% | Reduce -8.1% | 4,696 | $273K |
| Compass Ion Advisors, LLC | 0.03% | No change | 4,683 | $272K |
| Uptown Financial Advisors LLC | 0.29% | — | 4,625 | $269K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.8% | 4,591 | $267K |
| PBMares Wealth Management LLC | 0.05% | No change | 4,518 | $263K |
| Defender Capital, LLC. | 0.10% | Reduce -99.4% | 4,500 | $262K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.0% | 4,462 | $260K |
| Maxele Advisors, LLC | 0.25% | — | 4,425 | $257K |
| E&G Advisors, LLC | 0.07% | No change | 4,425 | $257K |
| Avalon Capital Management | 0.08% | New | 4,409 | $257K |
| Icon Wealth Advisors, LLC | 0.02% | Add +102.5% | 4,394 | $256K |
| McClarren Financial Advisors, Inc. | 0.72% | Add +372.5% | 4,394 | $255K |
| Dynamic Wealth Strategies, LLC | 0.23% | Reduce -2.1% | 4,363 | $254K |
| Gitterman Wealth Management, LLC | 0.11% | Reduce -7.7% | 4,327 | $252K |
| Planning Center, Inc. | 0.03% | No change | 4,321 | $251K |
| National Philanthropic Trust | 0.00% | New | 4,285 | $249K |
| Lodestar Private Asset Management LLC | 0.03% | Add +5.4% | 4,266 | $248K |
| CGN Advisors LLC | 0.02% | Add +4.4% | 4,250 | $247K |
| Meritas Wealth Management, LLC | 0.15% | Add +2.1% | 4,248 | $247K |
| Apollon Wealth Management, LLC | 0.01% | New | 4,206 | $245K |
| Unique Wealth Strategies, LLC | 0.11% | New | 4,200 | $244K |
| Berger Financial Group, Inc | 0.02% | Reduce -7.2% | 4,194 | $244K |
| McAdam, LLC | 0.01% | New | 4,193 | $244K |
| Global Value Investment Corp. | 0.26% | — | 4,135 | $241K |
| Fourpath Capital Management, LLC | 0.04% | No change | 4,106 | $239K |
| BancFirst Trust & Investment Management | 0.11% | Add +6.1% | 4,099 | $238K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.2% | 4,096 | $238K |
| Modern Wealth Management, LLC | 0.01% | Reduce -8.7% | 4,053 | $236K |
| Brickley Wealth Management | 0.05% | No change | 4,008 | $233K |
| Clark Asset Management, LLC | 0.04% | New | 4,001 | $233K |
| Narus Financial Partners, LLC | 0.08% | No change | 4,000 | $233K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 3,973 | $231K |
| JFG Wealth Management, LLC | 0.05% | Reduce -1.3% | 3,955 | $230K |
| Parkworth Wealth Management, Inc. | 0.19% | — | 3,934 | $229K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 3,924 | $228K |
| GeoWealth Management, LLC | 0.01% | Reduce -9.4% | 3,914 | $228K |
| Legacy PCG, LLC | 0.16% | No change | 3,884 | $226K |
| Genesis Private Wealth, LLC | 0.12% | — | 3,883 | $226K |
| Broadway Wealth Solutions, Inc. | 0.17% | — | 3,868 | $225K |
| Hanson & Doremus Investment Management | 0.04% | Add +7.2% | 3,865 | $225K |
| IMPACTfolio, LLC | 0.12% | Reduce -1.4% | 3,853 | $224K |
| ABLE Financial Group, LLC | 0.07% | No change | 3,794 | $221K |
| Napatree Capital LLC | 0.13% | No change | 3,791 | $221K |
| Canvas Wealth Advisors, LLC | 0.06% | New | 3,764 | $219K |
| Inspire Advisors, LLC | 0.03% | Reduce -5.7% | 3,731 | $217K |
| Kitching Partners, LLC | 0.28% | Reduce -25.7% | 3,727 | $217K |
| Veracity Capital LLC | 0.08% | New | 3,699 | $215K |
| AlTi Global, Inc. | 0.01% | No change | 3,693 | $215K |
| Integrity Wealth Solutions LLC | 0.12% | Add +1.0% | 3,678 | $214K |
| Buska Wealth Management, LLC | 0.07% | Reduce -4.3% | 3,664 | $213K |
| Trivium Point Advisory, LLC | 0.03% | New | 3,662 | $213K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,656 | $213K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $212K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,642 | $212K |
| Whitegate Investment Counselors, Inc. | 0.07% | New | 3,640 | $212K |
| Ascent Group, LLC | 0.02% | No change | 3,611 | $210K |
| Arcadia Investment Advisors LLC | 0.11% | Add +2.4% | 3,596 | $209K |
| Tru Independence Asset Management 2, LLC | 0.17% | No change | 3,510 | $204K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -98.3% | 3,477 | $202K |
| Fisher Asset Management | 0.00% | New | 3,450 | $201K |
| Arcadia Wealth Management, LLC | 0.10% | Reduce -4.3% | 3,440 | $200K |
| NBT Bank, N.A. | 0.01% | Reduce -0.8% | 3,269 | $190K |
| Webster Bank, N. A. | 0.02% | Reduce -1.6% | 3,214 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.1% | 3,147 | $183K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +24.4% | 3,108 | $181K |
| 2UniFi Bank | 0.12% | — | 3,111 | $181K |
| Atticus Wealth Management, LLC | 0.05% | Reduce -1.1% | 3,010 | $175K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,000 | $175K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -3.6% | 2,982 | $173K |
| JFS Wealth Advisors, LLC | 0.01% | Add +26.6% | 2,849 | $166K |
| Private Trust Co. NA | 0.02% | Add +7.6% | 2,840 | $165K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -10.9% | 2,833 | $165K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -31.4% | 2,819 | $164K |
| CVA Family Office, LLC | 0.03% | Add +5.0% | 2,793 | $162K |
| Caitlin John, LLC | 0.11% | No change | 2,792 | $162K |
| Fifth Third Bancorp | 0.00% | Reduce -7.5% | 2,754 | $160K |
| Parallel Advisors, LLC | 0.00% | No change | 2,716 | $158K |
| Minot DeBlois Advisors LLC | 0.14% | — | 2,712 | $158K |
| General Partner, Inc. | 0.09% | New | 2,700 | $157K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,648 | $154K |
| MidAtlantic Capital Management, Inc. | 0.11% | No change | 2,573 | $150K |
| Fairscale Capital, LLC | 0.13% | Reduce -15.4% | 2,544 | $148K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 2,500 | $145K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $134K |
| Coston, McIsaac & Partners | 0.04% | Reduce -39.7% | 2,288 | $133K |
| Mather Group, Llc. | 0.00% | Add +31.0% | 2,150 | $125K |
| Pineridge Advisors LLC | 0.05% | Reduce -24.1% | 2,125 | $124K |
| REAP Financial Group, LLC | 0.03% | Reduce -7.5% | 2,041 | $119K |
| Capital Analysts, LLC | 0.00% | Add +829.3% | 1,905 | $111K |
| US Bancorp \de | 0.00% | Add +48.5% | 1,843 | $107K |
| Decker Retirement Planning Inc. | 0.06% | — | 1,802 | $105K |
| Pacifica Partners Inc. | 0.04% | Reduce -2.3% | 1,735 | $101K |
| Roxbury Financial LLC | 0.10% | — | 1,720 | $101K |
| WealthShield Partners, LLC | 0.01% | No change | 1,691 | $98K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -23.4% | 1,605 | $93K |
| Larson Financial Group LLC | 0.00% | Reduce -80.6% | 1,539 | $90K |
| VSM Wealth Advisory, LLC | 0.03% | — | 1,530 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,501 | $87K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -21.5% | 1,493 | $87K |
| Union Savings Bank | 0.04% | No change | 1,479 | $86K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +1.4% | 1,477 | $86K |
| Morris Financial Concepts, Inc. | 0.04% | No change | 1,464 | $85K |
| Evelyn Partners Asset Management Ltd | 0.02% | — | 1,444 | $84K |
| Boyd Watterson Asset Management LLC | 0.02% | Reduce -5.8% | 1,429 | $83K |
| Guardian Wealth Management, Inc. | 0.06% | Add +0.2% | 1,392 | $81K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 1,358 | $79K |
| FMR LLC | 0.00% | Reduce -73.4% | 1,343 | $78K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,244 | $72K |
| GAMMA Investing LLC | 0.01% | No change | 1,208 | $70K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,184 | $69K |
| Motco | 0.01% | Reduce -55.9% | 1,172 | $68K |
| Fairman Group, LLC | 0.05% | No change | 1,123 | $65K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 990 | $58K |
| Main Management LLC | 0.00% | No change | 956 | $56K |
| Assetmark, Inc. | 0.00% | Reduce -20.3% | 941 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -21.4% | 939 | $55K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 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 |
| Trust Co. of Vermont | 0.00% | New | 846 | $49K |
| Archer Investment Corp | 0.01% | Add +0.5% | 823 | $48K |
| S.A. Mason LLC | 0.03% | No change | 820 | $48K |
| North Star Investment Management Corp. | 0.00% | Add +1.5% | 815 | $47K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 773 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 758 | $44K |
| Coppell Advisory Solutions LLC | 0.01% | Add +2.0% | 750 | $44K |
| Grove Bank & Trust | 0.01% | No change | 746 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 746 | $43K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.02% | — | 743 | $43K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.8% | 728 | $42K |
| Continuum Advisory, LLC | 0.01% | Add +4.6% | 687 | $40K |
| Family Manage LLC | 0.01% | No change | 672 | $39K |
| Colonial Trust Co / SC | 0.01% | Reduce -6.0% | 654 | $38K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -40.2% | 576 | $33K |
| Atlatl Advisers LLC | 0.02% | — | 571 | $33K |
| DecisionPoint Financial, LLC | 0.01% | No change | 560 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 550 | $32K |
| HBC Financial Services, PLLC | 0.02% | No change | 506 | $29K |
| Holos Integrated Wealth LLC | 0.02% | — | 492 | $29K |
| Vision Financial Markets LLC | 0.03% | — | 451 | $26K |
| Kestra Investment Management, LLC | 0.00% | New | 438 | $25K |
| FWL Investment Management, LLC | 0.01% | No change | 414 | $24K |
| Hopwood Financial Services, Inc. | 0.02% | — | 413 | $24K |
| Eukles Asset Management | 0.01% | Reduce -7.5% | 408 | $24K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 395 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 387 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 385 | $22K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 381 | $22K |
| Caldwell Trust Co | 0.00% | No change | 350 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 348 | $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 | $18K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 290 | $17K |
| Murphy & Mullick Capital Management Corp | 0.02% | — | 289 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -81.5% | 289 | $17K |
| Basso Capital Management, L.P. | 0.01% | No change | 284 | $17K |
| Crews Bank & Trust | 0.00% | — | 280 | $16K |
| Oarsman Capital, Inc. | 0.00% | No change | 257 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 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% | No change | 242 | $14K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -98.5% | 240 | $14K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 239 | $14K |
| Stephens Consulting, LLC | 0.00% | New | 224 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 224 | $13K |
| Orion Capital Management LLC | 0.00% | New | 181 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 180 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 173 | $10K |
| Tucker Asset Management LLC | 0.00% | New | 165 | $10K |
| Security National Bank | 0.00% | New | 165 | $10K |
| Graney & King, LLC | 0.01% | — | 155 | $9K |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.3% | 142 | $8K |
| New Millennium Group LLC | 0.00% | Add +1366.7% | 132 | $8K |
| Bellwether Advisors, LLC | 0.00% | New | 118 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -46.1% | 110 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.8% | 100 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 94 | $5K |
| Beacon Capital Management, LLC | 0.00% | Reduce -1.1% | 86 | $5K |
| Raleigh Capital Management Inc. | 0.00% | No change | 67 | $4K |
| SouthState Bank Corp | 0.00% | New | 64 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 57 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -56.4% | 44 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -94.5% | 44 | $3K |
| PrairieView Partners, LLC | 0.00% | No change | 41 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 33 | $2K |
| Ameriflex Group, Inc. | 0.00% | — | 26 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 25 | $1K |
| Hartford Financial Management Inc. | 0.00% | New | 19 | $1K |
| Balentine LLC | 0.00% | Reduce -22.7% | 17 | $991 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $349 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 3 | $175 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1 | $59 |
| Brooklyn Investment Group | 0.00% | New | 1 | $59 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.