Vanguard Short-Term TreasuryVGSHETF
13F holders, Q1 2025 (March 31)933holders +26
94new positions
61sold out
6famous investors
$58.69avg. 13F price*
At the end of Q1 2025, 933 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 26 from Q4 2024. 94 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($2.6B), Morgan Stanley ($1.3B) and Orgel Wealth Management, LLC ($442.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $173.1M |
| Exits | 61 | $81.7M |
All 13F filers, Q4 2024 → Q1 2025: 31,740,610 shares bought and 14,447,409 shares sold, net +17,293,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| JPMorgan Chase & Co. | 0.19% | Add +15.7% | 43,506,691 | $2.6B |
| Morgan Stanley | 0.09% | Add +1.8% | 22,253,932 | $1.3B |
| Orgel Wealth Management, LLC | 11.49% | Add +1.7% | 7,535,912 | $442.3M |
| Bank of America Corp. | 0.04% | Reduce -3.1% | 6,909,805 | $405.5M |
| Northern Trust Corp. | 0.05% | Add +7.4% | 6,265,630 | $367.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +5.6% | 5,559,577 | $326.3M |
| Baird Financial Group, Inc. | 0.55% | Add +17.1% | 4,852,865 | $284.8M |
| State Street Corp. | 0.01% | No change | 4,500,000 | $264.1M |
| Partners Capital Investment Group, LLP | 4.46% | Add +81.6% | 4,493,517 | $263.7M |
| SCS Capital Management LLC | 3.25% | Add +3.5% | 4,350,425 | $255.3M |
| NorthRock Partners, LLC | 7.61% | Add +7.0% | 3,859,957 | $226.5M |
| Cerity Partners LLC | 0.44% | Add +5.9% | 3,666,884 | $215.2M |
| M&T Bank Corp | 0.69% | Add +2.7% | 3,240,447 | $190.2M |
| Wells Fargo & Company | 0.04% | Reduce -3.1% | 3,097,806 | $181.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -10.9% | 2,991,319 | $175.6M |
| Raymond James Financial Inc. | 0.06% | Add +14.1% | 2,653,756 | $155.7M |
| Ameriprise Financial Inc. | 0.04% | Add +240.9% | 2,632,900 | $154.2M |
| Summit Trail Advisors, LLC | 4.59% | Add +370.2% | 2,369,757 | $139.1M |
| Royal Bank of Canada | 0.03% | Add +19.1% | 2,343,088 | $137.5M |
| LPL Financial LLC | 0.05% | Add +12.3% | 2,269,271 | $133.2M |
| HighTower Advisors, LLC | 0.16% | Add +0.7% | 2,045,989 | $120.1M |
| Smithfield Trust Co | 6.02% | Reduce -0.2% | 2,045,743 | $120.1M |
| Blue Trust, Inc. | 1.53% | Reduce -40.9% | 2,032,023 | $119.3M |
| Pure Financial Advisors, LLC | 2.48% | Add +9.9% | 2,024,208 | $118.8M |
| Cetera Investment Advisers | 0.23% | Reduce -3.6% | 2,013,002 | $118.1M |
| UBS Group AG | 0.02% | Add +2.4% | 1,808,121 | $106.1M |
| Acropolis Investment Management, LLC | 6.17% | Add +2.9% | 1,772,239 | $104.0M |
| Renaissance Technologies | 0.15% | Add +17.8% | 1,734,700 | $101.8M |
| Rwa Wealth Partners, LLC | 1.08% | Add +2004.2% | 1,461,439 | $85.8M |
| Money Design Co.,Ltd. | 4.26% | Reduce -36.1% | 1,457,050 | $85.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +19.0% | 1,446,184 | $84.9M |
| New York Life Investment Management LLC | 0.86% | Add +242.7% | 1,441,536 | $84.6M |
| Creative Planning | 0.08% | Add +34.0% | 1,413,277 | $82.9M |
| MAI Capital Management | 0.63% | Add +0.6% | 1,412,921 | $82.9M |
| TD Private Client Wealth LLC | 2.18% | Add +6.9% | 1,346,379 | $79.0M |
| Advisory Alpha, LLC | 2.54% | Reduce -34.4% | 1,275,761 | $74.8M |
| Valmark Advisers, Inc. | 1.12% | Reduce -0.7% | 1,263,428 | $74.2M |
| Brown Advisory Inc. | 0.10% | Add +5.3% | 1,233,368 | $72.4M |
| Nepc LLC | 1.99% | Reduce -35.9% | 1,226,718 | $72.0M |
| Osaic Holdings, Inc. | 0.16% | Add +23.6% | 1,208,944 | $71.0M |
| First Financial Bankshares Inc | 1.49% | Add +1.8% | 1,178,847 | $69.2M |
| Evensky & Katz LLC | 4.56% | Add +2.2% | 1,157,833 | $68.0M |
| Coldstream Capital Management Inc. | 1.44% | Add +101.2% | 1,155,628 | $67.8M |
| Corient Private Wealth LP | 0.11% | Add +276.8% | 1,116,849 | $65.5M |
| Penserra Capital Management LLC | 1.09% | Add +7.1% | 1,044,360 | $61.3M |
| First Command Advisory Services, Inc. | 0.58% | Add +3.6% | 1,033,345 | $60.6M |
| Miller Investment Management, LP | 6.66% | Add +0.3% | 1,025,069 | $60.2M |
| AE Wealth Management LLC | 0.50% | Reduce -12.2% | 1,022,915 | $60.0M |
| NorthCoast Asset Management LLC | 0.30% | Add +13.3% | 1,017,352 | $59.7M |
| Mercer Global Advisors Inc. | 0.14% | Add +99.0% | 1,008,471 | $59.2M |
| Rockefeller Capital Management L.P. | 0.15% | Add +3.1% | 1,008,155 | $59.2M |
| Focus Partners Wealth | 0.15% | Add +344.1% | 1,000,480 | $58.7M |
| Capital Advisors Inc. | 1.17% | Add +64.9% | 1,000,206 | $58.7M |
| Truist Financial Corp. | 0.09% | Reduce -10.8% | 991,964 | $58.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.48% | Add +1.6% | 980,132 | $57.5M |
| Chemistry Wealth Management LLC | 12.96% | Add +3.7% | 949,291 | $55.7M |
| Strata Wealth Advisors, LLC | 17.08% | Add +5.4% | 936,029 | $54.9M |
| Cornerstone Wealth Advisors, Inc. | 13.76% | Add +2.0% | 844,703 | $49.6M |
| Oak Harvest Investment Services | 6.79% | Add +4.6% | 828,640 | $48.6M |
| Pacific Sage Partners, LLC | 10.38% | Add +1.7% | 785,965 | $46.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.0% | 780,002 | $45.8M |
| Trustmark Bank Trust Department | 3.37% | Add +20.3% | 775,036 | $45.5M |
| Old National Bancorp | 1.19% | Reduce -19.3% | 769,532 | $45.2M |
| Presilium Private Wealth, LLC | 9.98% | Add +8.2% | 758,711 | $44.5M |
| Federation des caisses Desjardins du Quebec | 0.22% | Reduce -0.6% | 754,339 | $44.3M |
| Wealth Dimensions Group, Ltd. | 10.49% | Add +4.1% | 748,434 | $43.9M |
| Insight 2811, Inc. | 22.16% | Reduce -0.9% | 743,568 | $43.6M |
| Talon Private Wealth, LLC | 5.84% | Reduce -6.6% | 742,526 | $43.5M |
| 1834 Investment Advisors Co. | 5.57% | Reduce -4.8% | 735,984 | $43.2M |
| Falcon Wealth Planning | 4.71% | Add +1.6% | 721,745 | $42.4M |
| Mayport, LLC | 11.47% | Add +13.4% | 708,687 | $41.6M |
| Ami Investment Management Inc. | 13.23% | Add +3.4% | 699,157 | $41.0M |
| Foster Group, Inc. | 1.52% | Reduce -1.3% | 692,207 | $40.6M |
| Merit Financial Group, LLC | 0.60% | Reduce -25.7% | 686,080 | $40.3M |
| Mariner, LLC | 0.07% | Add +9.0% | 685,087 | $40.2M |
| Spire Wealth Management | 1.28% | Reduce -0.1% | 681,031 | $40.0M |
| Vernal Point Advisors, LLC | 26.46% | Reduce -4.6% | 680,428 | $39.9M |
| Portland Global Advisors LLC | 4.92% | Add +9.3% | 665,744 | $39.1M |
| Patten & Patten Inc. | 2.60% | Add +145.7% | 660,425 | $38.8M |
| Johns Hopkins University | 1.37% | Reduce -59.0% | 616,877 | $36.2M |
| American Money Management, LLC | 6.30% | Add +7.8% | 565,763 | $33.2M |
| Opus Capital Group, LLC | 4.26% | Reduce -3.1% | 564,243 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -8.2% | 558,828 | $32.8M |
| Beacon Pointe Advisors, LLC | 0.37% | Add +5.4% | 555,374 | $32.6M |
| Altfest L J & Co. Inc. | 4.05% | Add +3.0% | 550,207 | $32.3M |
| Scopus Asset Management, L.P. | 1.11% | No change | 522,500 | $30.7M |
| Vanguard Group Inc. | 0.00% | Add +11.0% | 522,459 | $30.7M |
| Benjamin Edwards Inc. | 0.43% | Add +1.0% | 520,078 | $30.5M |
| Carnegie Investment Counsel | 0.72% | New | 519,309 | $30.5M |
| Gould Asset Management LLC | 6.21% | Add +23.2% | 513,291 | $30.1M |
| Brookstone Capital Management | 0.43% | Reduce -30.7% | 510,329 | $30.0M |
| Facet Wealth, Inc. | 0.75% | Reduce -3.0% | 496,391 | $29.1M |
| Arista Wealth Management, LLC | 7.02% | Reduce -0.0% | 493,175 | $28.9M |
| Winch Advisory Services, LLC | 7.51% | Add +56.0% | 483,749 | $28.4M |
| Cambridge Associates LLC /Ma/ | 0.80% | Reduce -15.2% | 474,526 | $27.8M |
| Franklin Resources Inc. | 0.01% | Add +7.5% | 456,534 | $26.8M |
| Bleakley Financial Group, LLC | 0.86% | Add +7.3% | 455,839 | $26.8M |
| Cordant, Inc. | 13.92% | Add +0.4% | 455,452 | $26.7M |
| Stephens Inc. | 0.39% | Reduce -7.7% | 452,092 | $26.5M |
| MassMutual Private Wealth & Trust, FSB | 0.76% | Reduce -4.2% | 447,318 | $26.3M |
| Five Oceans Advisors | 12.55% | Add +4.6% | 446,500 | $26.2M |
| MainStreet Investment Advisors LLC | 3.81% | Reduce -4.1% | 446,313 | $26.2M |
| Level Financial Advisors | 8.44% | Add +1.8% | 422,766 | $24.8M |
| Strategic Point Investment Advisors, LLC | 3.84% | Add +0.7% | 392,554 | $23.0M |
| Country Club Bank | 1.50% | Add +4.5% | 380,256 | $22.3M |
| Charles Schwab Trust Co | 1.87% | Reduce -2.2% | 380,094 | $22.3M |
| NewSquare Capital LLC | 1.80% | New | 376,705 | $22.1M |
| Stratos Wealth Advisors, LLC | 1.21% | Reduce -8.1% | 376,482 | $22.1M |
| Creative Financial Designs Inc. | 1.76% | Add +3.9% | 375,084 | $22.0M |
| Shah Capital Management | 4.48% | Add +57.3% | 373,988 | $21.9M |
| Park Avenue Securities LLC | 0.27% | Add +3.4% | 371,046 | $21.8M |
| Regions Financial Corp. | 0.16% | Reduce -0.1% | 368,640 | $21.6M |
| Jaffetilchin Investment Partners, LLC | 1.54% | Add +1734.2% | 360,617 | $21.2M |
| WBH Advisory Inc. | 1.97% | Reduce -9.5% | 359,196 | $21.1M |
| Salomon & Ludwin, LLC | 2.22% | Add +5.3% | 355,451 | $20.9M |
| Efficient Advisors, LLC | 1.36% | Add +2.8% | 355,466 | $20.9M |
| Wolff Financial Management LLC | 5.69% | Add +4.8% | 349,867 | $20.5M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.6% | 348,761 | $20.5M |
| MML Investors Services, LLC | 0.07% | Reduce -4.5% | 348,643 | $20.5M |
| Global Wealth Management Investment Advisory, Inc. | 4.07% | Reduce -21.8% | 346,599 | $20.3M |
| Foundations Investment Advisors, LLC | 0.37% | Reduce -3.9% | 345,153 | $20.3M |
| Morling Financial Advisors, LLC | 6.85% | Add +7.0% | 338,778 | $19.9M |
| AllGen Financial Advisors, Inc. | 5.83% | Add +1.6% | 335,404 | $19.7M |
| GEN Financial Management, INC. | 13.19% | Reduce -1.5% | 331,725 | $19.5M |
| Prudential PLC | 0.10% | Reduce -33.2% | 330,884 | $19.4M |
| Delta Investment Management, LLC | 3.89% | Reduce -14.6% | 328,587 | $19.3M |
| Peak Asset Management, LLC | 3.60% | Add +7.6% | 321,884 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.1% | 321,018 | $18.8M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +6.1% | 314,925 | $18.5M |
| Sequoia Financial Advisors, LLC | 0.14% | Add +1336.3% | 312,848 | $18.4M |
| Obsidian Cio, LLC | 2.95% | Add +5.3% | 309,438 | $18.2M |
| CWA Asset Management Group, LLC | 0.84% | Add +2328.9% | 298,655 | $17.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +30.4% | 294,383 | $17.3M |
| Dai-ichi Life Holdings, Inc. | 19.10% | Add +73.1% | 290,100 | $17.0M |
| Elm Partners Management LLC | 1.09% | Add +8.3% | 288,053 | $16.9M |
| Montag A & Associates Inc. | 0.83% | Add +18.3% | 280,486 | $16.5M |
| Allen Investment Management, LLC | 0.19% | Add +5.9% | 279,076 | $16.4M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -10.5% | 271,494 | $15.9M |
| Citizens Financial Group Inc. | 0.31% | New | 268,957 | $15.8M |
| Human Investing LLC | 2.75% | Add +5.7% | 266,081 | $15.6M |
| Northwest Wealth Management, LLC | 3.10% | Add +6.1% | 265,349 | $15.6M |
| Voisard Asset Management Group, Inc. | 4.36% | Reduce -4.0% | 254,089 | $14.9M |
| Peapack Gladstone Financial Corp. | 0.22% | Add +42.8% | 253,515 | $14.9M |
| Montecito Bank & Trust | 2.49% | Add +5.6% | 239,491 | $14.1M |
| Lowe Brockenbrough & Co. Inc. | 0.92% | Add +5.3% | 238,929 | $14.0M |
| Cypress Capital, LLC | 4.03% | Reduce -1.5% | 238,450 | $14.0M |
| Horizon Kinetics Asset Management LLC | 0.16% | Add +10.6% | 237,864 | $14.0M |
| Patriot Investment Management Group, Inc. | 1.02% | Add +8.3% | 230,636 | $13.5M |
| American Assets Investment Management, LLC | 1.17% | New | 227,755 | $13.4M |
| American Assets Capital Advisers, LLC | 5.58% | New | 227,755 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.2% | 226,010 | $13.3M |
| Drum Hill Capital, LLC | 15.59% | Reduce -0.8% | 225,279 | $13.2M |
| Investure, LLC | 0.86% | No change | 222,200 | $13.0M |
| Scratch Capital LLC | 13.39% | Add +22.5% | 220,956 | $13.0M |
| Cascade Wealth Advisors, Inc | 8.77% | Add +14.2% | 216,389 | $12.7M |
| Conservest Capital Advisors, Inc. | 1.33% | Add +4.2% | 215,655 | $12.7M |
| Whitcomb & Hess, Inc. | 3.79% | Add +0.8% | 213,455 | $12.5M |
| Alta Advisers Ltd | 5.32% | Reduce -1.2% | 212,750 | $12.5M |
| Kure Advisory, LLC | 9.10% | — | 205,345 | $12.1M |
| Chicago Partners Investment Group LLC | 0.40% | Reduce -3.7% | 204,676 | $12.0M |
| Harbour Investments, Inc. | 0.34% | Add +7.0% | 204,250 | $12.0M |
| Rogco, LP | 4.78% | Add +4.5% | 203,275 | $11.9M |
| Farther Finance Advisors, LLC | 0.30% | Add +32.3% | 203,446 | $11.9M |
| Michael A. Dubis Financial Planning, LLC | 11.55% | Add +2.0% | 202,703 | $11.9M |
| Websterrogers Financial Advisors, LLC | 4.02% | Reduce -3.1% | 200,602 | $11.8M |
| Capital Investment Advisory Services, LLC | 1.05% | Add +2.5% | 200,110 | $11.7M |
| MOKAN Wealth Management Inc. | 6.88% | Add +5.6% | 194,440 | $11.4M |
| Captrust Financial Advisors | 0.03% | Add +24.2% | 191,711 | $11.3M |
| Private Advisor Group, LLC | 0.07% | Add +1.8% | 190,994 | $11.2M |
| Nicolet Advisory Services, LLC | 1.11% | Add +15.8% | 191,260 | $11.2M |
| Ullmann Wealth Partners Group, LLC | 1.48% | Reduce -0.2% | 189,417 | $11.1M |
| Elite Financial, Inc. | 5.86% | Add +3.7% | 188,945 | $11.1M |
| Howe & Rusling Inc. | 0.93% | Add +7.4% | 188,575 | $11.1M |
| Unison Advisors LLC | 1.40% | Add +8.8% | 187,789 | $11.0M |
| Studio Investment Management LLC | 2.27% | Add +1.7% | 187,502 | $11.0M |
| Horizon Financial Services, LLC | 6.11% | Reduce -36.2% | 186,941 | $11.0M |
| Deane Retirement Strategies, Inc. | 5.16% | Add +2.9% | 184,433 | $10.8M |
| Kings Path Partners LLC | 5.29% | Add +6.8% | 184,223 | $10.8M |
| McLean Asset Management Corp | 3.55% | Add +10.6% | 182,865 | $10.7M |
| Rockingstone Advisors LLC | 4.82% | Reduce -19.8% | 182,390 | $10.7M |
| Sage Mountain Advisors LLC | 0.78% | Add +88.8% | 180,836 | $10.6M |
| Beverly Hills Private Wealth, LLC | 2.11% | Add +14.1% | 179,852 | $10.6M |
| Greenwood Capital Associates LLC | 1.41% | Reduce -3.5% | 178,510 | $10.5M |
| Sollinda Capital Management LLC | 2.88% | Reduce -53.7% | 176,531 | $10.4M |
| Blackhawk Capital Partners, LLC | 5.31% | Add +225.4% | 175,774 | $10.3M |
| Anderson Hoagland & Co. | 1.22% | Add +430.7% | 175,316 | $10.3M |
| Axxcess Wealth Management, LLC | 0.28% | Add +2.1% | 173,709 | $10.2M |
| Apella Capital, LLC | 0.35% | Add +35.2% | 172,685 | $10.1M |
| HM Payson & Co. | 0.18% | Add +3.4% | 171,497 | $10.1M |
| ARK & TLK Investments, LLC | 3.54% | Reduce -0.9% | 171,193 | $10.0M |
| BOK Financial Private Wealth, Inc. | 0.74% | Add +81.3% | 167,561 | $9.8M |
| NewEdge Wealth, LLC | 0.18% | Add +104.2% | 166,240 | $9.8M |
| Arkadios Wealth Advisors | 0.37% | Add +854.9% | 165,229 | $9.7M |
| Empowered Funds, LLC | 0.14% | Add +5.5% | 165,135 | $9.7M |
| Muirfield Wealth Advisors LLC | 8.15% | Add +0.5% | 163,604 | $9.6M |
| Hilton Capital Management, LLC | 0.81% | Add +20.0% | 163,299 | $9.6M |
| Bank of Nova Scotia | 0.02% | Add +51.7% | 162,085 | $9.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -58.4% | 160,649 | $9.4M |
| Compton Wealth Advisory Group, LLC | 2.60% | Add +14.7% | 159,773 | $9.4M |
| EPG Wealth Management LLC | 2.60% | Reduce -1.1% | 159,058 | $9.3M |
| Capital Investment Services of America, Inc. | 0.94% | No change | 158,675 | $9.3M |
| Roundview Capital LLC | 0.66% | Add +10.3% | 156,551 | $9.2M |
| Zacks Investment Management | 0.09% | Add +1.6% | 155,843 | $9.1M |
| Quadrant Capital Group LLC | 0.34% | Add +64.2% | 155,657 | $9.1M |
| Cravens & Co Advisors, LLC | 6.93% | Reduce -4.8% | 151,908 | $8.9M |
| Echo45 Advisors LLC | 5.92% | Reduce -1.4% | 150,687 | $8.8M |
| United Capital Financial Advisors, LLC | 0.08% | Add +14.3% | 149,974 | $8.8M |
| Middleton & Co. Inc. | 1.03% | Add +8.4% | 149,509 | $8.8M |
| Municipal Employees' Retirement System of Michigan | 0.11% | Reduce -42.9% | 142,206 | $8.3M |
| OneDigital Investment Advisors LLC | 0.10% | Add +15.8% | 141,492 | $8.3M |
| Cape Ann Savings Bank | 5.17% | Reduce -7.2% | 140,618 | $8.3M |
| Bokf, NA | 0.15% | Add +3.4% | 140,589 | $8.3M |
| DDD Partners, LLC | 0.98% | Add +22.5% | 137,952 | $8.1M |
| Integrated Advisors Network LLC | 0.41% | Add +36.8% | 136,873 | $8.0M |
| Comerica Bank | 0.03% | Add +12.6% | 135,749 | $8.0M |
| Bull Street Advisors, LLC | 3.81% | No change | 135,562 | $8.0M |
| Disciplined Investments, LLC | 3.57% | Add +30.3% | 132,298 | $7.8M |
| Values First Advisors, Inc. | 4.51% | Add +0.5% | 131,741 | $7.7M |
| Hara Capital LLC | 5.21% | Add +81.5% | 131,293 | $7.7M |
| Woodmont Investment Counsel LLC | 0.55% | Reduce -0.4% | 130,629 | $7.7M |
| Beacon Financial Strategies CORP | 5.16% | Add +7.2% | 130,293 | $7.6M |
| Freedom Investment Management, Inc. | 0.63% | Add +5.1% | 128,066 | $7.5M |
| Safir Wealth Advisors, LLC | 5.94% | Add +3.6% | 127,498 | $7.5M |
| SMART Wealth LLC | 2.65% | Reduce -31.5% | 125,906 | $7.4M |
| Element Pointe Advisors, LLC | 1.79% | Reduce -40.6% | 125,161 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +3.6% | 124,928 | $7.3M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +3.6% | 124,928 | $7.3M |
| Signal Advisors Wealth, LLC | 0.72% | Add +11.4% | 124,918 | $7.3M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +15.1% | 124,159 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +26.6% | 123,063 | $7.2M |
| Biltmore Wealth Management, LLC | 3.04% | Add +0.3% | 122,683 | $7.2M |
| Colony Family Offices, LLC | 2.24% | Reduce -5.5% | 122,574 | $7.2M |
| Marion Wealth Management | 1.92% | Add +8.1% | 122,440 | $7.2M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +1.0% | 121,493 | $7.1M |
| AmeriServ Wealth Advisors | 4.05% | Reduce -7.0% | 119,233 | $7.0M |
| Hancock Whitney Corp. | 0.23% | Add +0.1% | 118,759 | $7.0M |
| National Bank of Canada | 0.01% | Reduce -16.3% | 118,505 | $7.0M |
| Blueprint Investment Partners LLC | 1.26% | New | 117,412 | $6.9M |
| Certified Advisory Corp | 0.75% | Add +0.7% | 113,485 | $6.7M |
| Belpointe Asset Management LLC | 0.34% | Add +113.7% | 112,674 | $6.6M |
| Lauer Wealth, LLC | 4.93% | New | 108,427 | $6.4M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +14.1% | 107,825 | $6.3M |
| Kingdom Financial Group LLC. | 4.60% | Reduce -10.4% | 106,978 | $6.3M |
| Retirement Planning Group, LLC | 0.29% | Reduce -6.0% | 105,357 | $6.2M |
| Heritage Wealth Management, Inc. | 5.23% | Reduce -3.2% | 104,314 | $6.1M |
| Stanich Group LLC | 4.51% | Add +5.1% | 103,854 | $6.1M |
| HB Wealth Management, LLC | 0.05% | Add +21.6% | 103,217 | $6.1M |
| Citadel Advisors | 0.01% | Add +95.8% | 102,211 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +127.3% | 101,298 | $5.9M |
| Bank of Montreal | 0.00% | Add +36.9% | 100,108 | $5.9M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Add +7.1% | 99,029 | $5.8M |
| Oppenheimer & Co. Inc. | 0.09% | Add +2.3% | 96,272 | $5.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -48.0% | 94,973 | $5.6M |
| Elmwood Wealth Management, Inc. | 2.24% | Reduce -7.7% | 93,022 | $5.5M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -10.9% | 92,046 | $5.4M |
| Seven Post Investment Office LP | 2.06% | Add +3.9% | 91,987 | $5.4M |
| OneAscent Investment Solutions LLC | 6.40% | — | 91,924 | $5.4M |
| Mechanics Financial Corp | 2.39% | Add +12.6% | 89,705 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Add +82.5% | 88,344 | $5.2M |
| Shufro Rose & Co. LLC | 0.41% | Add +9.0% | 88,039 | $5.2M |
| TrueWealth Financial Partners | 3.04% | Add +376.3% | 85,879 | $5.0M |
| B.O.S.S. Retirement Advisors, LLC | 1.46% | Reduce -10.5% | 85,879 | $5.0M |
| Marotta Asset Management | 0.99% | Reduce -7.8% | 85,252 | $5.0M |
| Whittier Trust Co. | 0.07% | Reduce -3.4% | 85,170 | $5.0M |
| Climber Capital SA | 3.90% | New | 95,907 | $5.0M |
| Tennessee Valley Asset Management Partners | 0.80% | Reduce -1.3% | 84,082 | $4.9M |
| Betterment LLC | 0.01% | Add +10.9% | 83,352 | $4.9M |
| Strategic Investment Solutions, Inc. | 1.42% | Reduce -15.9% | 83,219 | $4.9M |
| Altiora Financial Group, LLC | 1.03% | Add +26.0% | 82,523 | $4.8M |
| Hexagon Capital Partners LLC | 0.90% | Add +19.6% | 80,574 | $4.7M |
| CWC Advisors, LLC. | 2.66% | Add +12.2% | 79,541 | $4.7M |
| Transform Wealth, LLC | 0.28% | Reduce -20.4% | 78,941 | $4.6M |
| McIlrath & Eck, LLC | 0.56% | Add +5.2% | 77,991 | $4.6M |
| Aegis Wealth Management LLC | 2.68% | Add +2.7% | 77,795 | $4.6M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -36.1% | 77,580 | $4.6M |
| Spartan Planning & Wealth Management | 4.41% | New | 77,568 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.15% | New | 77,271 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -21.3% | 76,778 | $4.5M |
| Signet Financial Management, LLC | 0.61% | Reduce -8.1% | 76,727 | $4.5M |
| Culbertson A N & Co. Inc. | 0.72% | Add +0.1% | 76,561 | $4.5M |
| Citigroup Inc. | 0.00% | Add +4.1% | 76,531 | $4.5M |
| Fortune Financial Advisors, LLC | 3.85% | Add +2.3% | 76,084 | $4.5M |
| Scotia Capital Inc. | 0.02% | Reduce -3.4% | 76,078 | $4.5M |
| Trek Financial, LLC | 0.32% | Reduce -39.3% | 75,078 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +6.1% | 74,494 | $4.4M |
| Journey Advisory Group, LLC | 0.35% | New | 73,048 | $4.3M |
| Valley Financial Group, Inc. | 2.83% | Reduce -0.5% | 72,710 | $4.3M |
| Cornerstone Financial Group, LLC | 3.84% | Reduce -6.1% | 73,047 | $4.3M |
| Tillman Hartley LLC | 1.23% | Reduce -0.3% | 72,114 | $4.2M |
| Howard Bailey Securities, LLC | 1.41% | Add +3.8% | 72,088 | $4.2M |
| Arvest Investments, Inc. | 0.67% | Add +13.1% | 72,060 | $4.2M |
| Roble, Belko & Company, Inc | 0.66% | Add +8.5% | 70,710 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.74% | Reduce -4.8% | 70,509 | $4.1M |
| Boston Family Office LLC | 0.29% | Add +8.8% | 70,283 | $4.1M |
| Financial Gravity Asset Management, Inc. | 0.90% | — | 70,126 | $4.1M |
| Advisory Research Inc. | 0.72% | No change | 69,657 | $4.1M |
| Titleist Asset Management, LLC | 0.47% | Reduce -18.8% | 69,178 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.6% | 49,378 | $4.0M |
| Simplicity Wealth,LLC | 0.31% | Add +274.2% | 67,469 | $4.0M |
| Bearing Point Capital, LLC | 0.84% | Reduce -41.7% | 67,332 | $4.0M |
| Founders Financial Securities LLC | 0.33% | Add +592.0% | 66,366 | $3.9M |
| Argent Trust Co | 0.16% | Add +0.9% | 64,662 | $3.8M |
| MRWM Advisors, LLC | 2.64% | Reduce -9.7% | 64,602 | $3.8M |
| Accredited Wealth Management, LLC | 3.19% | Add +29.6% | 64,405 | $3.8M |
| Thomas Story & Son LLC | 1.47% | New | 64,161 | $3.8M |
| Breakwater Investment Management | 1.59% | Add +1.6% | 63,526 | $3.7M |
| World Investment Advisors | 0.10% | Reduce -0.1% | 62,969 | $3.7M |
| Capital Investment Counsel, LLC | 0.61% | Add +0.3% | 62,519 | $3.7M |
| Garde Capital, Inc. | 0.21% | New | 61,664 | $3.6M |
| Cwm, LLC | 0.01% | Add +417.4% | 61,470 | $3.6M |
| Tortoise Investment Management, LLC | 0.37% | Reduce -40.5% | 61,008 | $3.6M |
| Truepoint, Inc. | 0.10% | Add +0.5% | 60,041 | $3.5M |
| Checchi Capital Advisers, LLC | 0.25% | Add +4.8% | 59,574 | $3.5M |
| Alhambra Investment Management LLC | 1.79% | Reduce -13.9% | 59,350 | $3.5M |
| American Investment Services, Inc. | 0.61% | Reduce -8.0% | 59,041 | $3.5M |
| Dover Advisors, LLC | 1.50% | New | 58,591 | $3.4M |
| Everhart Financial Group, Inc. | 0.47% | New | 58,007 | $3.4M |
| Marietta Wealth Management, LLC | 0.49% | Add +9.1% | 56,785 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Add +45.9% | 56,480 | $3.3M |
| 49 Wealth Management, LLC | 0.39% | Reduce -42.9% | 55,370 | $3.2M |
| North Capital, Inc. | 3.05% | — | 55,105 | $3.2M |
| Anchor Investment Management, LLC | 0.30% | Add +2.2% | 54,969 | $3.2M |
| Lake Hills Wealth Management, LLC | 2.21% | Reduce -0.2% | 54,502 | $3.2M |
| Hayek Kallen Investment Management | 1.17% | Reduce -3.2% | 54,166 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +168.7% | 53,080 | $3.1M |
| RoundAngle Advisors LLC | 2.83% | Reduce -1.4% | 52,456 | $3.1M |
| Wells Financial Advisors INC | 4.21% | Reduce -2.4% | 52,068 | $3.1M |
| South Plains Financial, Inc. | 2.38% | Reduce -1.4% | 52,047 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.31% | Add +5.0% | 51,937 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +51771.0% | 51,871 | $3.0M |
| Accurate Wealth Management, LLC | 0.58% | Add +19.0% | 51,535 | $3.0M |
| Lido Advisors, LLC | 0.02% | Reduce -0.8% | 51,055 | $3.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +18.2% | 50,937 | $3.0M |
| Mountain Pacific Investment Advisers LLC | 0.22% | Add +17.7% | 50,641 | $3.0M |
| Vident Advisory, LLC | 0.04% | Add +29.1% | 50,545 | $3.0M |
| Seven Springs Wealth Group, LLC | 1.08% | Reduce -24.6% | 50,431 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +19.9% | 50,202 | $2.9M |
| CWS Financial Advisors, LLC | 0.92% | Add +26.2% | 49,677 | $2.9M |
| GatePass Capital, LLC | 2.21% | Add +6.4% | 49,650 | $2.9M |
| Ridgewood Investments LLC | 1.36% | Reduce -1.2% | 49,600 | $2.9M |
| TrueWealth Advisors, LLC | 0.95% | Add +30.8% | 49,315 | $2.9M |
| Kovack Advisors, Inc. | 0.30% | Add +2.1% | 48,996 | $2.9M |
| Successful Portfolios LLC | 1.94% | Add +1.2% | 48,499 | $2.8M |
| Quattro Financial Advisors LLC | 0.96% | Reduce -1.7% | 47,855 | $2.8M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -4.1% | 47,849 | $2.8M |
| Windward Private Wealth Management Inc. | 1.08% | Reduce -1.6% | 47,370 | $2.8M |
| 4WEALTH Advisors, Inc. | 3.07% | Add +6.7% | 47,254 | $2.8M |
| Investment Advisory Group, LLC | 0.90% | Add +6.3% | 45,802 | $2.7M |
| PYA Waltman Capital, LLC | 0.84% | Reduce -2.4% | 45,485 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.28% | Reduce -0.5% | 45,207 | $2.7M |
| Avior Wealth Management, LLC | 0.10% | Add +61.8% | 45,069 | $2.6M |
| Grove Street Fiduciary, LLC | 1.33% | Add +8.7% | 44,708 | $2.6M |
| Nwam LLC | 0.22% | Reduce -3.6% | 44,339 | $2.6M |
| Impact Investors, Inc | 2.01% | Add +360.3% | 44,041 | $2.6M |
| Welch Group, LLC | 0.11% | Add +25.0% | 44,013 | $2.6M |
| LifeWealth Investments, LLC | 1.24% | Add +53.4% | 43,780 | $2.6M |
| Founders Grove Wealth Partners, LLC | 0.71% | Reduce -15.1% | 43,533 | $2.6M |
| Kathmere Capital Management, LLC | 0.21% | Add +128.4% | 43,100 | $2.5M |
| CENTRAL TRUST Co | 0.06% | Add +32.8% | 42,800 | $2.5M |
| Curran Financial Partners, LLC | 0.62% | Add +21.6% | 42,726 | $2.5M |
| Raffa Wealth Management, LLC | 0.57% | Add +31.1% | 42,519 | $2.5M |
| Unconventional Investor, LLC | 1.45% | Add +4.6% | 41,844 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.80% | No change | 42,058 | $2.4M |
| Brucke Financial, Inc. | 2.11% | Add +5.2% | 41,125 | $2.4M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -8.5% | 39,785 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -6.0% | 39,399 | $2.3M |
| Fiduciary Trust Co | 0.03% | Reduce -1.6% | 39,118 | $2.3M |
| Seven Mile Advisory | 1.53% | Reduce -11.7% | 39,080 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.32% | Add +26.0% | 38,738 | $2.3M |
| Birchbrook, Inc. | 1.28% | Reduce -31.1% | 38,735 | $2.3M |
| Lord & Richards Wealth Management, LLC | 2.56% | Add +57.8% | 38,419 | $2.3M |
| McDonough Capital Management, Inc | 1.46% | Reduce -12.7% | 38,179 | $2.2M |
| Arcus Capital Partners, LLC | 0.90% | New | 38,169 | $2.2M |
| RFG Advisory, LLC | 0.06% | Reduce -42.7% | 37,662 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +22.9% | 37,566 | $2.2M |
| Manchester Capital Management LLC | 0.27% | Add +36.1% | 37,339 | $2.2M |
| Chandler Asset Management, Inc. | 0.41% | Add +139.5% | 37,315 | $2.2M |
| Pinnacle Bancorp, Inc. | 0.71% | Add +23.6% | 37,043 | $2.2M |
| First American Trust, FSB | 0.20% | Reduce -12.3% | 36,796 | $2.2M |
| REDW Wealth LLC | 0.80% | Reduce -2.4% | 36,522 | $2.1M |
| Intelligence Driven Advisers, LLC | 0.41% | Reduce -0.5% | 36,146 | $2.1M |
| Oak Family Advisors, LLC | 0.88% | Add +13.3% | 35,924 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +16.8% | 34,802 | $2.0M |
| Schulz Wealth, LTD. | 1.55% | New | 34,543 | $2.0M |
| Autumn Glory Partners, LLC | 0.99% | Add +74.5% | 33,900 | $2.0M |
| Hills Bank & Trust Co | 0.14% | Add +24.8% | 33,893 | $2.0M |
| Cary Street Partners Financial LLC | 0.06% | Add +18.6% | 33,349 | $2.0M |
| Wedmont Private Capital | 0.10% | Add +86.6% | 33,365 | $2.0M |
| Zhang Financial LLC | 0.10% | Add +11.5% | 33,213 | $1.9M |
| MB Generational Wealth, LLC | 1.45% | Reduce -3.5% | 33,187 | $1.9M |
| Insigneo Advisory Services, LLC | 0.20% | Add +2.9% | 32,985 | $1.9M |
| Hobbs Group Advisors, LLC | 0.73% | Reduce -3.5% | 32,794 | $1.9M |
| Balboa Wealth Partners | 0.46% | Add +5.5% | 32,453 | $1.9M |
| Advisor Resource Council | 0.15% | New | 35,217 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +39.8% | 31,870 | $1.9M |
| Manhattan West Asset Management, LLC | 0.47% | Reduce -4.3% | 31,618 | $1.9M |
| Flagship Wealth Advisors, LLC | 0.78% | Reduce -11.5% | 31,527 | $1.9M |
| Summit Wealth Partners, LLC | 0.38% | Reduce -4.0% | 31,498 | $1.8M |
| Headinvest, LLC | 0.36% | Reduce -8.5% | 31,429 | $1.8M |
| Mgo One Seven LLC | 0.07% | Reduce -3.4% | 31,068 | $1.8M |
| Institute for Wealth Management, LLC. | 0.23% | Reduce -2.2% | 30,883 | $1.8M |
| Verus Financial Partners, Inc. | 0.21% | Add +5.8% | 30,857 | $1.8M |
| Spectrum Financial Alliance Ltd LLC | 0.59% | Add +3.4% | 30,713 | $1.8M |
| Embree Financial Group | 0.30% | Reduce -24.5% | 30,518 | $1.8M |
| Evoke Wealth, LLC | 0.05% | Add +40.0% | 30,359 | $1.8M |
| Transcendent Capital Group LLC | 0.99% | Reduce -2.2% | 30,047 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +1.9% | 29,497 | $1.7M |
| Oak Hill Wealth Advisors, LLC | 0.40% | Add +3.2% | 29,409 | $1.7M |
| Anchor Capital Advisors LLC | 0.05% | No change | 29,260 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -48.0% | 29,176 | $1.7M |
| Independent Advisor Alliance | 0.06% | Reduce -92.3% | 28,945 | $1.7M |
| Estate Counselors, LLC | 0.18% | Reduce -29.6% | 28,845 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -17.5% | 28,692 | $1.7M |
| LJI Wealth Management, LLC | 0.34% | Reduce -3.8% | 28,660 | $1.7M |
| ArborFi Advisors, LLC | 1.66% | Add +0.8% | 28,473 | $1.7M |
| PFG Advisors | 0.09% | Add +6.8% | 28,327 | $1.7M |
| Canal Capital Management, LLC | 0.28% | Add +66.7% | 28,313 | $1.7M |
| St Germain D J Co. Inc. | 0.08% | Reduce -13.1% | 28,289 | $1.7M |
| Security Financial Services, INC. | 0.33% | Add +4.2% | 28,276 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -28.0% | 28,205 | $1.7M |
| Shayne & Jacobs, LLC | 0.41% | No change | 28,125 | $1.7M |
| Frontier Asset Management, LLC | 0.48% | Reduce -38.3% | 27,992 | $1.6M |
| Viawealth, LLC | 1.01% | Reduce -22.0% | 27,859 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 27,836 | $1.6M |
| Cardiff Park Advisors, LLC | 0.16% | Reduce -49.8% | 27,818 | $1.6M |
| Circle Wealth Management, LLC | 0.04% | Add +23.4% | 27,659 | $1.6M |
| Advanced Asset Management Advisors Inc | 0.44% | Add +4.7% | 27,019 | $1.6M |
| Lionshead Wealth Management, LLC | 1.64% | Add +69.2% | 26,961 | $1.6M |
| Marshfield Associates | 0.03% | No change | 26,867 | $1.6M |
| AQR Capital Management | 0.00% | Add +47.6% | 26,228 | $1.5M |
| ETF Portfolio Partners, Inc. | 0.46% | Reduce -82.4% | 26,185 | $1.5M |
| AXS Investments LLC | 0.42% | Add +0.3% | 26,012 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 25,763 | $1.5M |
| Moody National Bank Trust Division | 0.16% | No change | 25,365 | $1.5M |
| VERITY Wealth Advisors | 1.10% | Add +19.5% | 25,227 | $1.5M |
| Barton Investment Management | 0.18% | New | 24,919 | $1.5M |
| Maripau Wealth Management LLC | 0.84% | Reduce -24.9% | 24,841 | $1.5M |
| Oak Grove Capital LLC | 0.35% | No change | 24,750 | $1.5M |
| Miller Financial Services LLC | 2.08% | Add +7.7% | 24,640 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +49.2% | 24,534 | $1.4M |
| Burney Co./ | 0.05% | Add +164.6% | 24,498 | $1.4M |
| Benchmark Wealth Management, LLC | 0.69% | Add +36.1% | 24,427 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +59.3% | 24,354 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -33.3% | 24,151 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +190.4% | 24,049 | $1.4M |
| Summit Global Investments | 0.10% | Add +0.8% | 23,990 | $1.4M |
| MBE Wealth Management, LLC | 0.67% | New | 23,919 | $1.4M |
| Arax Advisory Partners | 0.09% | Add +7.9% | 23,889 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.30% | Reduce -12.8% | 23,794 | $1.4M |
| PFG Investments, LLC | 0.09% | Reduce -7.5% | 23,758 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +61.8% | 23,723 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -14.3% | 23,304 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.0% | 23,273 | $1.4M |
| Towneley Capital Management, Inc / DE | 0.32% | Add +0.7% | 23,263 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +1.6% | 23,140 | $1.4M |
| Quest 10 Wealth Builders, Inc. | 1.44% | Reduce -11.1% | 22,922 | $1.3M |
| Davis R M Inc. | 0.03% | Reduce -20.7% | 22,911 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.11% | Add +0.0% | 22,612 | $1.3M |
| XY Planning Network, Inc. | 0.87% | New | 22,295 | $1.3M |
| Synergy Investment Management, LLC | 0.55% | Reduce -48.1% | 22,287 | $1.3M |
| Jackson Hole Capital Partners, LLC | 0.26% | Reduce -19.3% | 22,261 | $1.3M |
| Red Tortoise LLC | 0.68% | Add +0.5% | 22,177 | $1.3M |
| Permanent Capital Management, LP | 0.37% | New | 22,039 | $1.3M |
| Centurion Wealth Management LLC | 0.40% | No change | 22,127 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -96.9% | 21,780 | $1.3M |
| Agf Management Ltd. | 0.01% | Add +6.4% | 21,650 | $1.3M |
| ORG Partners LLC | 0.32% | Add +110.2% | 21,505 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -1.2% | 21,411 | $1.3M |
| Proffitt & Goodson Inc. | 0.20% | Add +13.2% | 21,000 | $1.2M |
| Kuhn & Co Investment Counsel | 1.01% | Add +6.9% | 20,396 | $1.2M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -82.0% | 20,170 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.33% | Add +0.3% | 20,169 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.95% | No change | 20,000 | $1.2M |
| Armstrong Advisory Group, Inc. | 0.09% | No change | 20,093 | $1.2M |
| TPG Financial Advisors, LLC | 0.51% | Reduce -17.3% | 19,714 | $1.2M |
| Ritholtz Wealth Management | 0.03% | Add +38.0% | 19,559 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -17.0% | 19,546 | $1.1M |
| Orcam Financial Group | 1.07% | Add +0.1% | 19,410 | $1.1M |
| FFT Wealth Management LLC | 0.24% | Add +107.0% | 19,364 | $1.1M |
| DeDora Capital, Inc. | 0.33% | No change | 19,353 | $1.1M |
| RS Crum Inc. | 0.30% | No change | 19,175 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +27.3% | 19,054 | $1.1M |
| Five Pine Wealth Management | 0.90% | Add +15.9% | 18,793 | $1.1M |
| Great Waters Wealth Management | 0.15% | Reduce -12.7% | 18,765 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -6.2% | 18,705 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +1.4% | 18,632 | $1.1M |
| Iron Gate Global Advisors LLC | 0.15% | Reduce -64.1% | 18,579 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -44.0% | 18,290 | $1.1M |
| United Community Bank | 0.39% | Reduce -0.8% | 17,916 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +25.2% | 17,866 | $1.0M |
| Sepio Capital, LP | 0.08% | Add +2.5% | 17,805 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +56.0% | 17,796 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Add +31.4% | 17,686 | $1.0M |
| Peterson Wealth Advisors, LLC | 0.20% | Reduce -1.7% | 17,582 | $1.0M |
| FWG Investments, LLC. | 1.19% | Reduce -46.4% | 17,322 | $1.0M |
| Hardin Capital Partners, LLC | 0.62% | Add +1.9% | 17,307 | $1.0M |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -50.0% | 17,255 | $1.0M |
| Avestar Capital, LLC | 0.10% | No change | 17,132 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -13.2% | 16,872 | $990K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -3.3% | 16,805 | $986K |
| MMBG Investment Advisors Co. | 0.11% | No change | 16,615 | $975K |
| Defined Wealth Management, LLC | 0.66% | Add +64.3% | 16,610 | $975K |
| GenTrust, LLC | 0.05% | Reduce -22.3% | 16,552 | $971K |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -0.4% | 16,223 | $952K |
| Tolleson Wealth Management, Inc. | 0.18% | No change | 16,164 | $949K |
| Snowden Capital Advisors LLC | 0.03% | Add +5.3% | 16,077 | $944K |
| Arete Wealth Advisors, LLC | 0.07% | Add +41.3% | 16,028 | $941K |
| Optivise Advisory Services LLC | 0.53% | Add +1.6% | 15,989 | $938K |
| Addis & Hill, Inc | 0.65% | New | 15,964 | $937K |
| F/m Investments LLC | 0.04% | Reduce -6.1% | 15,864 | $931K |
| Aspiriant, LLC | 0.03% | Add +6.6% | 15,714 | $922K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -1.0% | 15,592 | $915K |
| Bordeaux Wealth Advisors LLC | 0.17% | Reduce -10.2% | 15,394 | $903K |
| Legacy Edge Advisors, LLC | 0.14% | Reduce -10.0% | 15,299 | $898K |
| Calton & Associates, Inc. | 0.20% | Add +1.8% | 15,295 | $898K |
| eCIO, Inc. | 0.36% | — | 15,261 | $896K |
| Ieq Capital, LLC | 0.01% | New | 15,152 | $889K |
| LCNB Corp. | 0.32% | No change | 15,000 | $880K |
| Vista Cima Wealth Management LLC | 0.95% | Add +10.3% | 14,977 | $879K |
| Essex Bank | 0.22% | Reduce -0.8% | 14,932 | $876K |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +43.0% | 14,860 | $872K |
| Atria Investments, Inc | 0.01% | Reduce -42.5% | 14,803 | $869K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.35% | Reduce -25.8% | 14,622 | $858K |
| Sovran Advisors, LLC | 0.11% | Reduce -29.9% | 14,606 | $858K |
| Lifeworks Advisors, LLC | 0.14% | Reduce -36.6% | 14,449 | $848K |
| Defender Capital, LLC. | 0.33% | Add +222.2% | 14,500 | $848K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -93.3% | 14,428 | $847K |
| Clarity Capital Advisors, LLC | 0.55% | Add +8.7% | 14,337 | $841K |
| Financial Advocates Investment Management | 0.06% | Reduce -4.5% | 14,280 | $838K |
| Roth Financial Partners LLC | 0.33% | Add +10.3% | 14,256 | $837K |
| International Assets Investment Management, LLC | 0.07% | New | 14,204 | $834K |
| Columbus Macro, LLC | 0.11% | Add +0.7% | 14,159 | $831K |
| Compass Planning Associates Inc | 0.83% | Add +29.6% | 13,976 | $820K |
| US Bancorp \de | 0.00% | Add +651.3% | 13,847 | $813K |
| Waverly Advisors, LLC | 0.01% | Add +17.1% | 13,837 | $812K |
| Signaturefd, LLC | 0.02% | Add +1.0% | 13,833 | $812K |
| SG Americas Securities, LLC | 0.00% | New | 13,780 | $809K |
| Rockbridge Investment Management, LCC | 0.09% | Add +0.1% | 13,635 | $800K |
| Applied Capital LLC | 0.39% | Reduce -4.0% | 13,620 | $799K |
| MBA Advisors LLC | 0.39% | Reduce -0.1% | 13,532 | $794K |
| AEGON USA Investment Management, LLC | 0.85% | No change | 13,500 | $792K |
| Smartleaf Asset Management LLC | 0.08% | Add +23.3% | 13,333 | $782K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -18.9% | 13,315 | $781K |
| DB Fitzpatrick & Co, Inc | 0.74% | Reduce -61.5% | 13,244 | $777K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.33% | Reduce -0.9% | 13,121 | $770K |
| Heritage Wealth Partners, LLC | 1.16% | Reduce -1.4% | 12,932 | $759K |
| Ethos Financial Group, LLC | 0.07% | Add +25.4% | 12,995 | $757K |
| Glenview Trust Co | 0.01% | No change | 12,899 | $757K |
| Dakota Wealth Management | 0.02% | No change | 12,653 | $743K |
| Leuthold Group, LLC | 0.10% | Add +5.6% | 12,466 | $732K |
| First County Bank | 0.40% | Reduce -0.7% | 12,459 | $731K |
| Ruedi Wealth Management, Inc. | 0.23% | Reduce -3.9% | 12,434 | $730K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +0.2% | 12,419 | $729K |
| Hilltop Holdings Inc. | 0.05% | Reduce -70.4% | 12,398 | $728K |
| &partners | 0.01% | Reduce -26.9% | 12,356 | $725K |
| C M Bidwell & Associates Ltd. | 0.43% | Add +44.6% | 12,251 | $719K |
| Millennium Management | 0.00% | Reduce -62.9% | 12,226 | $718K |
| Kingsview Wealth Management, LLC | 0.01% | New | 12,078 | $709K |
| Prairiewood Capital, LLC | 0.29% | Reduce -15.9% | 12,073 | $709K |
| Rothschild Wealth LLC | 0.20% | Reduce -6.9% | 12,055 | $708K |
| Redwood Investment Management, LLC | 0.08% | Add +0.7% | 12,040 | $707K |
| Principia Wealth Advisory, LLC | 0.68% | Add +4.7% | 12,033 | $705K |
| Braun-Bostich & Associates Inc. | 0.52% | Reduce -0.9% | 11,938 | $701K |
| Eagle Strategies LLC | 0.12% | Reduce -58.9% | 11,774 | $691K |
| Albion Financial Group | 0.05% | Add +123.5% | 11,720 | $688K |
| Courier Capital LLC | 0.04% | Reduce -87.2% | 11,676 | $685K |
| Silver Oak Advisory Group, Inc. | 0.36% | Add +0.9% | 11,543 | $677K |
| LRI Investments, LLC | 0.07% | Add +1.3% | 11,508 | $675K |
| CJM Wealth Advisers, Ltd. | 0.24% | Reduce -18.9% | 11,439 | $671K |
| Versant Capital Management, Inc | 0.11% | Reduce -1.2% | 11,437 | $671K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.8% | 11,379 | $668K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -6.0% | 11,319 | $664K |
| Rialto Wealth Management, LLC | 0.21% | Add +1.8% | 11,278 | $662K |
| Cadent Capital Advisors, LLC | 0.25% | Add +0.5% | 11,262 | $661K |
| Keebeck Wealth Management | 0.10% | Add +28.8% | 11,258 | $661K |
| Leavell Investment Management, Inc. | 0.03% | Add +0.8% | 11,215 | $658K |
| L.K. Benson & Company, P.C. | 0.45% | Add +0.5% | 11,131 | $653K |
| Alpha Cubed Investments, LLC | 0.03% | Add +27.9% | 11,046 | $648K |
| Kaizen Financial Strategies | 0.38% | New | 11,041 | $648K |
| Clifford Swan Investment Counsel LLC | 0.02% | New | 10,984 | $645K |
| Diversify Wealth Management, LLC | 0.05% | Add +33.4% | 10,932 | $644K |
| Evanson Asset Management, LLC | 0.05% | Add +69.6% | 10,942 | $642K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -0.3% | 10,934 | $642K |
| Raab & Moskowitz Asset Management LLC | 0.16% | Reduce -16.2% | 10,928 | $641K |
| First Bancorp, Inc | 0.42% | Add +18.5% | 10,900 | $640K |
| McClarren Financial Advisors, Inc. | 0.42% | Add +147.8% | 10,889 | $639K |
| Birchcreek Wealth Management, LLC | 0.40% | Reduce -6.7% | 10,850 | $637K |
| Veracity Capital LLC | 0.25% | Add +192.7% | 10,826 | $635K |
| Clear Creek Financial Management, LLC | 0.07% | Add +67.2% | 10,717 | $629K |
| Magnolia Private Wealth, LLC | 0.52% | Reduce -22.8% | 10,566 | $620K |
| DAVENPORT & Co LLC | 0.00% | New | 10,512 | $617K |
| Rinkey Investments | 0.19% | Add +102.6% | 10,469 | $614K |
| Fifth Third Securities, Inc. | 0.05% | Add +36.8% | 10,387 | $610K |
| Financial Partners Group, Inc | 0.09% | New | 10,300 | $604K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.6% | 10,270 | $603K |
| Gotham Asset Management | 0.01% | New | 10,255 | $602K |
| American National Bank & Trust | 0.07% | Add +21.1% | 10,048 | $590K |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | New | 10,000 | $587K |
| R. W. Roge & Company, Inc. | 0.32% | Reduce -32.6% | 9,974 | $585K |
| Compound Planning, Inc. | 0.03% | Reduce -1.0% | 9,963 | $585K |
| Modera Wealth Management, LLC | 0.01% | Add +17.0% | 9,874 | $580K |
| Klingman & Associates, LLC | 0.04% | Add +6.5% | 9,872 | $579K |
| TRUE Private Wealth Advisors | 0.07% | Add +67.3% | 9,824 | $577K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +84.8% | 9,820 | $576K |
| Arkansas Financial Group, Inc. | 0.10% | No change | 9,777 | $573K |
| Monument Group Wealth Advisors, LLC | 0.40% | Reduce -2.1% | 9,761 | $573K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +4.6% | 9,469 | $556K |
| Stonekeep Investments, LLC | 0.41% | Add +44.0% | 9,468 | $556K |
| Two Sigma Securities, LLC | 0.08% | New | 9,403 | $552K |
| Heck Capital Advisors, LLC | 0.06% | New | 9,344 | $548K |
| Silver Oak Securities, Incorporated | 0.05% | Add +19.0% | 9,258 | $543K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +26.1% | 9,096 | $535K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.2% | 9,090 | $534K |
| Continental Investors Services, Inc. | 1.06% | Add +8.5% | 9,120 | $531K |
| Hurley Capital, LLC | 0.40% | New | 8,986 | $527K |
| Transce3nd, LLC | 0.23% | Add +8.2% | 8,856 | $520K |
| FLP Wealth Management, LLC | 1.65% | Add +1.6% | 8,825 | $518K |
| Arlington Trust Co LLC | 0.11% | No change | 8,755 | $514K |
| Evergreen Capital Management LLC | 0.02% | No change | 8,640 | $507K |
| Fisher Asset Management | 0.00% | Add +150.1% | 8,627 | $506K |
| Novak & Powell Financial Services, Inc. | 0.31% | No change | 8,600 | $505K |
| Retirement Capital Strategies | 0.20% | No change | 8,583 | $504K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | Reduce -96.0% | 8,500 | $499K |
| Petra Financial Advisors Inc. | 0.41% | No change | 8,492 | $498K |
| Eastern Bank | 0.01% | Reduce -32.6% | 8,460 | $497K |
| Charis Legacy Partners, LLC | 0.94% | Reduce -2.8% | 8,424 | $494K |
| Rothschild Capital Partners, LLC | 0.13% | Add +2.3% | 8,363 | $491K |
| Ignite Planners, LLC | 0.10% | Add +10.1% | 8,303 | $487K |
| Mather Group, Llc. | 0.01% | Add +283.1% | 8,237 | $483K |
| New Century Financial Group, LLC | 0.56% | Reduce -4.4% | 8,184 | $480K |
| D.A. Davidson & Co. | 0.00% | Add +7.8% | 8,121 | $477K |
| Ranch Capital Advisors Inc. | 0.22% | Reduce -5.6% | 8,080 | $474K |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.1% | 8,042 | $472K |
| ProVise Management Group, LLC | 0.04% | Reduce -2.0% | 8,038 | $472K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.8% | 8,018 | $471K |
| Avion Wealth | 0.12% | No change | 8,080 | $470K |
| Capital Asset Advisory Services LLC | 0.02% | Add +37.5% | 7,992 | $467K |
| McKinley Carter Wealth Services, Inc. | 0.03% | New | 7,946 | $466K |
| One Day In July LLC | 0.05% | Reduce -65.4% | 7,890 | $463K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -41.3% | 7,858 | $461K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -17.1% | 7,837 | $460K |
| Principal Securities, Inc. | 0.01% | No change | 7,889 | $459K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $458K |
| Pallas Capital Advisors LLC | 0.02% | No change | 7,804 | $458K |
| Mfa Wealth Advisors, LLC | 0.11% | No change | 7,771 | $456K |
| Steel Grove Capital Advisors, LLC | 0.07% | Reduce -14.8% | 7,695 | $452K |
| Essex Financial Services, Inc. | 0.03% | Reduce -0.7% | 7,683 | $451K |
| Timonier Family Office, LTD. | 0.20% | Reduce -3.7% | 7,654 | $449K |
| Bragg Financial Advisors, Inc | 0.02% | Add +3.2% | 7,593 | $446K |
| Cedar Wealth Management, LLC | 0.16% | Reduce -15.6% | 7,581 | $445K |
| McAdam, LLC | 0.03% | Add +79.9% | 7,545 | $443K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -5.4% | 7,542 | $443K |
| Park Square Financial Group, LLC | 0.35% | Reduce -0.1% | 7,533 | $442K |
| Brave Asset Management Inc. | 0.14% | Add +2.5% | 7,529 | $442K |
| Essential Planning, LLC. | 0.18% | Reduce -98.5% | 7,525 | $442K |
| Meridian Wealth Partners, LLC | 0.07% | Add +0.9% | 7,496 | $440K |
| Guggenheim Capital LLC | 0.00% | Reduce -59.9% | 7,394 | $434K |
| Slagle Financial, LLC | 0.19% | Reduce -25.5% | 7,287 | $428K |
| Composition Wealth, LLC | 0.01% | Add +42.4% | 7,286 | $428K |
| Life Line Wealth Management LLC | 0.16% | Add +0.3% | 7,279 | $427K |
| Parallel Advisors, LLC | 0.01% | Add +167.8% | 7,274 | $427K |
| Physician Wealth Solutions Inc. | 0.21% | Reduce -3.9% | 7,255 | $426K |
| Choreo, LLC | 0.01% | Add +0.4% | 7,142 | $419K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.2% | 7,114 | $418K |
| AllSquare Wealth Management LLC | 0.25% | No change | 7,088 | $416K |
| Kendall Capital Management | 0.12% | No change | 7,055 | $414K |
| Horizon Investments, LLC | 0.01% | Reduce -19.6% | 7,062 | $412K |
| Washington Capital Management, Inc. | 0.33% | New | 7,000 | $411K |
| Northeast Financial Group, Inc. | 0.15% | Reduce -8.3% | 6,998 | $411K |
| Perennial Advisors, LLC | 0.08% | Reduce -50.8% | 6,965 | $409K |
| StoneX Group Inc. | 0.02% | Reduce -5.6% | 6,841 | $401K |
| Vicus Capital | 0.04% | Add +0.7% | 6,837 | $401K |
| Laraway Financial Advisors Inc | 0.32% | Add +0.0% | 6,832 | $401K |
| Snider Financial Group | 0.13% | No change | 6,744 | $396K |
| CVA Family Office, LLC | 0.06% | Add +136.8% | 6,614 | $388K |
| Verum Partners LLC | 0.10% | Reduce -79.0% | 6,480 | $380K |
| L.M. Kohn & Company | 0.10% | Reduce -43.4% | 6,418 | $377K |
| Cadence Bank | 0.03% | Add +1.9% | 6,405 | $376K |
| Sage Financial Management Group, Inc. | 0.14% | Reduce -2.6% | 6,345 | $372K |
| IFG Advisory, LLC | 0.02% | New | 6,293 | $369K |
| Sonora Investment Management Group, LLC | 0.03% | New | 6,229 | $366K |
| Trust Point Inc. | 0.03% | Reduce -56.2% | 6,220 | $365K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -97.9% | 6,154 | $361K |
| FSA Advisors, Inc. | 0.28% | Reduce -2.5% | 6,027 | $354K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +34.9% | 6,018 | $353K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.0% | 6,002 | $352K |
| Sfmg, LLC | 0.03% | No change | 5,987 | $351K |
| Hurlow Wealth Management Group, Inc. | 0.11% | Reduce -11.1% | 5,977 | $351K |
| TD Waterhouse Canada Inc. | 0.00% | Add +22.9% | 5,926 | $347K |
| Bush Investment Group, LLC | 0.26% | Reduce -7.2% | 5,877 | $345K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -7.7% | 5,848 | $344K |
| Atticus Wealth Management, LLC | 0.11% | Add +92.3% | 5,789 | $340K |
| Schiavi & Co LLC | 0.12% | Reduce -98.8% | 5,759 | $338K |
| Enclave Advisors LLC | 0.06% | Add +0.2% | 5,741 | $337K |
| NorthLanding Financial Partners, LLC | 0.33% | New | 5,676 | $333K |
| Trivium Point Advisory, LLC | 0.04% | Add +54.4% | 5,655 | $332K |
| Strategic Financial Concepts, LLC | 0.06% | Add +13.8% | 5,653 | $332K |
| Kraft Asset Management, LLC | 0.30% | Add +18.0% | 5,625 | $330K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -5.4% | 5,622 | $330K |
| Welch & Forbes LLC | 0.00% | New | 5,612 | $329K |
| Keybank National Association | 0.00% | Reduce -15.8% | 5,564 | $327K |
| Easterly Investment Partners LLC | 0.03% | Reduce -0.5% | 5,489 | $322K |
| Maridea Wealth Management LLC | 0.10% | New | 5,429 | $319K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -49.9% | 5,345 | $314K |
| Waldron Private Wealth LLC | 0.01% | New | 5,324 | $312K |
| Bright Futures Wealth Management, LLC. | 0.34% | Reduce -8.5% | 5,284 | $310K |
| Cora Capital Advisors LLC | 0.15% | No change | 5,250 | $308K |
| My Personal CFO, LLC | 0.15% | No change | 5,236 | $307K |
| Grandview Asset Management LLC | 0.12% | New | 5,188 | $304K |
| D.B. Root & Company, LLC | 0.10% | No change | 5,174 | $304K |
| Gibraltar Capital Management, Inc. | 0.06% | New | 5,111 | $300K |
| Jim Saulnier & Associates, LLC | 0.23% | Add +0.7% | 5,079 | $298K |
| FMR LLC | 0.00% | Add +277.5% | 5,070 | $298K |
| Aries Wealth Management | 0.08% | No change | 5,063 | $297K |
| Pacific Financial Group Inc. | 0.24% | Reduce -29.7% | 4,992 | $293K |
| Lodestar Private Asset Management LLC | 0.04% | Add +16.6% | 4,972 | $292K |
| Inlight Wealth Management, LLC | 0.18% | New | 4,969 | $292K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -24.9% | 4,924 | $289K |
| Ascent Group, LLC | 0.01% | Add +35.5% | 4,892 | $287K |
| BBR Partners, LLC | 0.02% | Reduce -65.0% | 4,837 | $284K |
| Sovereign Investment Advisors, LLC | 0.10% | New | 4,874 | $283K |
| Basso Capital Management, L.P. | 0.24% | Add +1584.5% | 4,784 | $281K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -17.1% | 4,754 | $279K |
| Brighton Jones LLC | 0.01% | New | 4,691 | $275K |
| Brown Financial Advisory | 0.17% | New | 4,686 | $275K |
| Compass Ion Advisors, LLC | 0.03% | No change | 4,683 | $275K |
| Financial Counselors Inc. | 0.00% | Reduce -31.5% | 4,679 | $275K |
| BancFirst Trust & Investment Management | 0.14% | Add +13.5% | 4,654 | $273K |
| Mach-1 Financial Group, LLC | 0.08% | New | 4,632 | $272K |
| Brass Tax Wealth Management, Inc. | 0.06% | New | 4,623 | $271K |
| Index Fund Advisors, Inc. | 0.02% | New | 4,591 | $269K |
| Integrity Wealth Solutions LLC | 0.15% | Add +24.1% | 4,564 | $268K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -99.3% | 4,555 | $267K |
| PBMares Wealth Management LLC | 0.05% | Add +0.7% | 4,548 | $267K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -70.5% | 4,507 | $264K |
| Sandbox Financial Partners, LLC | 0.09% | New | 4,439 | $261K |
| Tilson Financial Group, Inc. | 0.10% | Reduce -5.6% | 4,435 | $260K |
| Maxele Advisors, LLC | 0.25% | No change | 4,425 | $260K |
| E&G Advisors, LLC | 0.07% | No change | 4,425 | $260K |
| Wbi Investments, LLC | 0.07% | New | 4,402 | $258K |
| Rockwood Wealth Management, LLC | 0.03% | New | 4,388 | $258K |
| Fiduciary Financial Group, LLC | 0.06% | New | 4,365 | $256K |
| Planning Center, Inc. | 0.03% | No change | 4,321 | $254K |
| Strategic Blueprint, LLC | 0.01% | Reduce -6.0% | 4,315 | $253K |
| National Philanthropic Trust | 0.00% | No change | 4,285 | $251K |
| CX Institutional | 0.01% | New | 4,264 | $250K |
| Melfa Wealth Management, Inc. | 0.17% | New | 4,250 | $249K |
| Meritas Wealth Management, LLC | 0.15% | No change | 4,248 | $249K |
| Berger Financial Group, Inc | 0.02% | No change | 4,194 | $246K |
| Innova Wealth Partners | 0.15% | New | 4,176 | $245K |
| Fourpath Capital Management, LLC | 0.04% | No change | 4,106 | $241K |
| 2UniFi Bank | 0.15% | Add +30.5% | 4,059 | $238K |
| Brickley Wealth Management | 0.05% | No change | 4,008 | $235K |
| Clark Asset Management, LLC | 0.04% | No change | 4,001 | $235K |
| Narus Financial Partners, LLC | 0.08% | No change | 4,000 | $235K |
| Parkworth Wealth Management, Inc. | 0.19% | Add +0.7% | 3,961 | $232K |
| JFG Wealth Management, LLC | 0.05% | No change | 3,955 | $232K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.7% | 3,945 | $232K |
| Clearstead Advisors, LLC | 0.00% | Add +2660.6% | 3,920 | $230K |
| Jacobi Capital Management LLC | 0.02% | Reduce -4.9% | 3,897 | $229K |
| Legacy PCG, LLC | 0.16% | No change | 3,884 | $228K |
| Genesis Private Wealth, LLC | 0.12% | No change | 3,883 | $228K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,865 | $227K |
| Clear Point Advisors Inc. | 0.20% | New | 3,863 | $227K |
| Mission Wealth Management, LP | 0.01% | New | 3,851 | $226K |
| Alpha Advisors, LLC | 0.19% | Reduce -98.5% | 3,806 | $223K |
| Dynamic Wealth Strategies, LLC | 0.19% | Reduce -12.9% | 3,798 | $223K |
| ABLE Financial Group, LLC | 0.06% | No change | 3,794 | $223K |
| Napatree Capital LLC | 0.13% | No change | 3,791 | $222K |
| Envision Financial Planning, LLC | 0.11% | Reduce -75.3% | 3,764 | $221K |
| Uptown Financial Advisors LLC | 0.23% | Reduce -18.7% | 3,762 | $221K |
| Farmers National Bank | 0.06% | New | 3,752 | $220K |
| Kitching Partners, LLC | 0.25% | Add +0.7% | 3,752 | $220K |
| AlTi Global, Inc. | 0.01% | Reduce -0.0% | 3,692 | $217K |
| Arcadia Investment Advisors LLC | 0.12% | Add +2.5% | 3,685 | $216K |
| Invesco Ltd. | 0.00% | Reduce -60.9% | 3,683 | $216K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.6% | 3,665 | $215K |
| Buska Wealth Management, LLC | 0.07% | Reduce -0.5% | 3,647 | $214K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $214K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 3,640 | $214K |
| IMPACTfolio, LLC | 0.11% | Reduce -5.7% | 3,633 | $213K |
| Capital Analysts, LLC | 0.01% | Add +90.5% | 3,630 | $213K |
| Clearbridge Investments, LLC | 0.00% | New | 3,520 | $207K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,515 | $206K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -10.8% | 3,500 | $205K |
| Astra Wealth Partners LLC | 0.20% | New | 3,499 | $205K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,477 | $204K |
| Simmons Bank | 0.02% | New | 3,430 | $201K |
| JCIC Asset Management Inc. | 0.08% | Reduce -47.1% | 3,410 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.3% | 3,376 | $198K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -24.1% | 3,336 | $196K |
| NBT Bank, N.A. | 0.01% | No change | 3,269 | $192K |
| Opal Wealth Advisors, LLC | 0.06% | New | 3,237 | $190K |
| Webster Bank, N. A. | 0.02% | No change | 3,214 | $189K |
| Harbor Investment Advisory, LLC | 0.02% | Add +103.3% | 3,051 | $179K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.7% | 3,051 | $179K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,000 | $176K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,982 | $175K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,856 | $168K |
| GeoWealth Management, LLC | 0.01% | Reduce -27.4% | 2,842 | $167K |
| Fifth Third Bancorp | 0.00% | No change | 2,754 | $162K |
| General Partner, Inc. | 0.10% | No change | 2,700 | $158K |
| Decker Retirement Planning Inc. | 0.10% | Add +48.1% | 2,669 | $157K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,648 | $155K |
| Ameliora Wealth Management Ltd. | 0.06% | New | 2,565 | $151K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 2,500 | $147K |
| Addison Advisors LLC | 0.04% | Reduce -56.0% | 2,399 | $141K |
| Caldwell Trust Co | 0.01% | Add +571.4% | 2,350 | $138K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -17.6% | 2,322 | $136K |
| Woodside Wealth Management LLC | 0.13% | — | 2,300 | $135K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $135K |
| North Star Investment Management Corp. | 0.01% | Add +174.5% | 2,237 | $131K |
| Main Management LLC | 0.01% | Add +122.3% | 2,125 | $125K |
| Private Trust Co. NA | 0.01% | Reduce -27.2% | 2,067 | $121K |
| Fairscale Capital, LLC | 0.11% | Reduce -20.1% | 2,033 | $119K |
| Pineridge Advisors LLC | 0.05% | Reduce -6.0% | 1,998 | $117K |
| Minot DeBlois Advisors LLC | 0.11% | Reduce -31.8% | 1,850 | $109K |
| Coston, McIsaac & Partners | 0.03% | Reduce -21.9% | 1,787 | $104K |
| Roxbury Financial LLC | 0.10% | Add +1.1% | 1,738 | $102K |
| Pacifica Partners Inc. | 0.05% | No change | 1,735 | $102K |
| WealthShield Partners, LLC | 0.01% | No change | 1,691 | $99K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.7% | 1,616 | $95K |
| REAP Financial Group, LLC | 0.02% | Reduce -24.4% | 1,542 | $91K |
| Integrity Financial Corp | 0.05% | New | 1,541 | $90K |
| Union Savings Bank | 0.04% | No change | 1,479 | $87K |
| Morris Financial Concepts, Inc. | 0.04% | No change | 1,464 | $86K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,444 | $85K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 1,429 | $84K |
| Rossby Financial, LCC | 0.03% | New | 1,369 | $80K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 1,358 | $80K |
| Larson Financial Group LLC | 0.00% | Reduce -12.8% | 1,342 | $79K |
| Nalls Sherbakoff Group, LLC | 0.06% | — | 1,341 | $79K |
| VSM Wealth Advisory, LLC | 0.03% | Reduce -15.2% | 1,297 | $76K |
| Guardian Wealth Management, Inc. | 0.05% | Reduce -10.2% | 1,250 | $73K |
| Banque Cantonale Vaudoise | 0.00% | — | 1,202 | $71K |
| Anfield Capital Management, LLC | 0.03% | No change | 1,184 | $69K |
| Fairman Group, LLC | 0.06% | Add +23.9% | 1,391 | $65K |
| Trust Co. of Vermont | 0.00% | Add +27.2% | 1,076 | $63K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -19.9% | 997 | $58K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 990 | $58K |
| IMA Advisory Services, Inc. | 0.01% | New | 957 | $56K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | — | 957 | $56K |
| Iron Horse Wealth Management, LLC | 0.02% | Add +5.1% | 946 | $56K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.10% | New | 910 | $53K |
| Creekmur Asset Management LLC | 0.01% | New | 885 | $52K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 875 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 857 | $50K |
| Winnacle Wealth LLC | 0.05% | Reduce -83.2% | 843 | $49K |
| Archer Investment Corp | 0.01% | Add +0.1% | 824 | $48K |
| S.A. Mason LLC | 0.03% | No change | 820 | $48K |
| Motco | 0.01% | Reduce -30.5% | 815 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.3% | 775 | $45K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 758 | $44K |
| Grove Bank & Trust | 0.01% | No change | 746 | $44K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.02% | No change | 743 | $44K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.8% | 740 | $43K |
| Continuum Advisory, LLC | 0.01% | Add +4.5% | 718 | $42K |
| Chesapeake Asset Management LLC | 0.04% | New | 687 | $40K |
| WFA Asset Management Corp | 0.02% | New | 586 | $34K |
| DecisionPoint Financial, LLC | 0.01% | No change | 560 | $33K |
| Hopwood Financial Services, Inc. | 0.02% | Add +24.2% | 513 | $30K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 499 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 492 | $29K |
| HFM Investment Advisors, LLC | 0.01% | — | 455 | $27K |
| Vision Financial Markets LLC | 0.03% | No change | 451 | $26K |
| Bogart Wealth, LLC | 0.00% | Reduce -52.8% | 425 | $25K |
| FWL Investment Management, LLC | 0.01% | No change | 414 | $24K |
| Colonial Trust Co / SC | 0.00% | Reduce -36.7% | 414 | $24K |
| Assetmark, Inc. | 0.00% | Reduce -56.4% | 410 | $24K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -45.5% | 397 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 395 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.8% | 390 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 385 | $23K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 381 | $22K |
| Stone House Investment Management, LLC | 0.00% | New | 377 | $22K |
| Eukles Asset Management | 0.01% | Reduce -15.7% | 344 | $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 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -15.5% | 294 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 290 | $17K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 289 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 289 | $17K |
| Crews Bank & Trust | 0.00% | No change | 280 | $16K |
| SVB Wealth LLC | 0.00% | New | 258 | $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 |
| Bear Mountain Capital, Inc. | 0.01% | No change | 240 | $14K |
| Stephens Consulting, LLC | 0.00% | Add +0.9% | 226 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 224 | $13K |
| Wayfinding Financial, LLC | 0.01% | New | 223 | $13K |
| Aventura Private Wealth, LLC | 0.01% | New | 212 | $12K |
| Noble Wealth Management PBC | 0.01% | New | 200 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -67.2% | 189 | $11K |
| Ancora Advisors LLC | 0.00% | Reduce -66.7% | 183 | $11K |
| Orion Capital Management LLC | 0.00% | No change | 181 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 180 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 173 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 167 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 165 | $10K |
| Graney & King, LLC | 0.01% | No change | 155 | $9K |
| New Millennium Group LLC | 0.01% | No change | 132 | $8K |
| Bessemer Group Inc. | 0.00% | New | 126 | $7K |
| Bellwether Advisors, LLC | 0.00% | No change | 118 | $7K |
| Keystone Global Partners, LLC | 0.00% | — | 115 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 112 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.9% | 111 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $6K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -93.3% | 100 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -93.0% | 85 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -66.1% | 82 | $5K |
| Raleigh Capital Management Inc. | 0.00% | No change | 67 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 60 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 60 | $4K |
| MRP Capital Investments, LLC | 0.00% | No change | 57 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 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% | No change | 26 | $2K |
| PMV Capital Advisers, LLC | 0.00% | New | 22 | $1K |
| Simplex Trading, LLC | 0.00% | New | 32 | $1K |
| Balentine LLC | 0.00% | No change | 17 | $999 |
| Rakuten Securities, Inc. | 0.00% | Reduce -65.9% | 15 | $880 |
| Advyzon Investment Management, LLC | 0.00% | New | 8 | $471 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $349 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $176 |
| Cheviot Value Management, LLC | 0.00% | New | 2 | $117 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -96.0% | 1 | $59 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $59 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1 | $59 |
| Harbor Capital Advisors, Inc. | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.