Vanguard Short-Term TreasuryVGSHETF
13F holders, Q2 2025 (June 30)945holders +12
81new positions
69sold out
5famous investors
$58.81avg. 13F price*
At the end of Q2 2025, 945 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 12 from Q1 2025. 81 opened new positions and 69 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), Morgan Stanley ($1.2B) and Bank of America Corp. ($513.6M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $192.6M |
| Exits | 69 | $56.3M |
All 13F filers, Q1 2025 → Q2 2025: 24,742,949 shares bought and 32,694,793 shares sold, net −7,951,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 945 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -41.7% | 25,352,002 | $1.5B |
| Morgan Stanley | 0.08% | Reduce -8.0% | 20,478,670 | $1.2B |
| Bank of America Corp. | 0.04% | Add +26.4% | 8,737,169 | $513.6M |
| Orgel Wealth Management, LLC | 10.34% | Reduce -3.1% | 7,300,821 | $429.1M |
| Northern Trust Corp. | 0.05% | Add +6.8% | 6,692,698 | $393.4M |
| Goldman Sachs Group Inc. | 0.06% | Add +7.0% | 5,950,761 | $349.8M |
| Baird Financial Group, Inc. | 0.59% | Add +18.5% | 5,751,500 | $338.1M |
| SCS Capital Management LLC | 2.79% | Reduce -1.6% | 4,282,925 | $251.8M |
| State Street Corp. | 0.01% | Reduce -7.8% | 4,150,000 | $243.9M |
| NorthRock Partners, LLC | 6.29% | Add +6.3% | 4,103,319 | $241.2M |
| Rwa Wealth Partners, LLC | 2.88% | Add +167.8% | 3,913,888 | $230.1M |
| Wells Fargo & Company | 0.05% | Add +21.7% | 3,770,766 | $221.6M |
| Cerity Partners LLC | 0.39% | Add +0.3% | 3,677,985 | $216.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.2% | 3,296,136 | $193.7M |
| Raymond James Financial Inc. | 0.06% | Add +19.9% | 3,180,410 | $186.9M |
| M&T Bank Corp | 0.64% | Reduce -2.4% | 3,162,507 | $185.9M |
| Ameriprise Financial Inc. | 0.04% | Add +0.9% | 2,656,654 | $161.1M |
| Partners Capital Investment Group, LLP | 6.22% | Reduce -41.7% | 2,618,804 | $153.9M |
| UBS Group AG | 0.03% | Add +33.6% | 2,415,792 | $142.0M |
| LPL Financial LLC | 0.05% | Add +2.6% | 2,328,663 | $136.9M |
| Summit Trail Advisors, LLC | 2.34% | Reduce -2.1% | 2,321,017 | $136.4M |
| Pure Financial Advisors, LLC | 2.22% | Add +6.1% | 2,147,713 | $126.2M |
| Smithfield Trust Co | 5.68% | Reduce -0.1% | 2,043,482 | $120.1M |
| Royal Bank of Canada | 0.02% | Reduce -13.0% | 2,038,812 | $119.8M |
| Cetera Investment Advisers | 0.20% | Add +0.6% | 2,025,138 | $119.0M |
| Blue Trust, Inc. | 1.32% | Reduce -6.3% | 1,904,542 | $111.9M |
| HighTower Advisors, LLC | 0.14% | Reduce -7.0% | 1,902,706 | $111.8M |
| Acropolis Investment Management, LLC | 6.07% | Add +6.0% | 1,878,946 | $110.4M |
| Brown Advisory Inc. | 0.13% | Add +30.9% | 1,615,046 | $94.9M |
| New York Life Investment Management LLC | 0.84% | Add +6.4% | 1,534,018 | $90.2M |
| MAI Capital Management | 0.61% | Add +6.4% | 1,503,531 | $88.4M |
| Creative Planning | 0.07% | Add +5.4% | 1,489,311 | $87.5M |
| Corient Private Wealth LP | 0.12% | Add +32.1% | 1,475,190 | $86.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.0% | 1,475,137 | $86.7M |
| Nomura Asset Management Co. Ltd. | 0.23% | Add +41691.1% | 1,453,077 | $85.4M |
| TD Private Client Wealth LLC | 2.04% | Add +4.9% | 1,412,670 | $83.0M |
| Valmark Advisers, Inc. | 1.04% | Add +0.8% | 1,273,585 | $74.9M |
| Money Design Co.,Ltd. | 3.63% | Reduce -14.1% | 1,251,534 | $73.6M |
| Osaic Holdings, Inc. | 0.13% | Add +2.6% | 1,240,571 | $72.9M |
| Advisory Alpha, LLC | 2.26% | Reduce -3.4% | 1,232,859 | $72.5M |
| Nepc LLC | 1.82% | No change | 1,226,718 | $72.1M |
| First Financial Bankshares Inc | 1.60% | Add +3.3% | 1,217,708 | $71.6M |
| Coldstream Capital Management Inc. | 1.16% | Add +4.3% | 1,205,763 | $70.9M |
| Evensky & Katz LLC | 4.22% | Add +1.5% | 1,175,649 | $69.1M |
| BOK Financial Private Wealth, Inc. | 4.42% | Add +573.4% | 1,128,270 | $66.3M |
| Renaissance Technologies | 0.09% | Reduce -35.6% | 1,116,900 | $65.7M |
| Truist Financial Corp. | 0.10% | Add +12.1% | 1,112,186 | $65.4M |
| NorthCoast Asset Management LLC | 0.27% | Add +7.2% | 1,090,974 | $64.1M |
| First Command Advisory Services, Inc. | 0.53% | Add +0.8% | 1,041,659 | $61.2M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.8% | 1,036,500 | $60.9M |
| Miller Investment Management, LP | 6.39% | Add +0.9% | 1,034,743 | $60.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.35% | Add +3.3% | 1,012,783 | $59.5M |
| Chemistry Wealth Management LLC | 12.29% | Add +2.7% | 974,643 | $57.3M |
| Strata Wealth Advisors, LLC | 15.30% | Add +0.9% | 944,899 | $55.5M |
| Citigroup Inc. | 0.04% | Add +1111.4% | 927,088 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.54% | Add +58.2% | 878,643 | $51.6M |
| Cornerstone Wealth Advisors, Inc. | 13.08% | Add +1.9% | 860,921 | $50.6M |
| Armstrong Advisory Group, Inc. | 3.82% | Add +4174.0% | 858,782 | $50.5M |
| Cambridge Associates LLC /Ma/ | 1.11% | Add +82.8% | 867,511 | $50.3M |
| Oak Harvest Investment Services | 6.28% | Add +2.9% | 852,341 | $50.1M |
| AE Wealth Management LLC | 0.36% | Reduce -19.2% | 826,487 | $48.6M |
| Presilium Private Wealth, LLC | 9.84% | Add +7.8% | 817,809 | $48.1M |
| Ami Investment Management Inc. | 12.19% | Add +14.9% | 803,024 | $47.2M |
| Insight 2811, Inc. | 22.03% | Add +6.5% | 791,493 | $46.5M |
| Trustmark Bank Trust Department | 3.19% | Add +1.3% | 784,877 | $46.1M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +0.1% | 754,837 | $44.4M |
| Falcon Wealth Planning | 4.46% | Add +4.1% | 751,514 | $44.2M |
| Mayport, LLC | 10.53% | Add +5.3% | 746,153 | $43.9M |
| Patten & Patten Inc. | 2.83% | Add +12.5% | 743,105 | $43.7M |
| Wealth Dimensions Group, Ltd. | 9.59% | Reduce -1.1% | 740,377 | $43.5M |
| Foster Group, Inc. | 1.47% | Add +5.9% | 732,827 | $43.1M |
| 1834 Investment Advisors Co. | 5.29% | Reduce -3.4% | 710,783 | $41.8M |
| Portland Global Advisors LLC | 4.88% | Add +5.9% | 705,265 | $41.5M |
| Old National Bancorp | 0.73% | Reduce -9.3% | 697,962 | $41.0M |
| Maseco LLP | 1.54% | — | 690,139 | $40.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -13.4% | 675,278 | $39.7M |
| Mariner, LLC | 0.06% | Reduce -3.1% | 664,073 | $39.0M |
| Vernal Point Advisors, LLC | 22.74% | Reduce -2.5% | 663,193 | $39.0M |
| Merit Financial Group, LLC | 0.43% | Reduce -4.1% | 658,087 | $38.7M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -36.7% | 638,534 | $37.5M |
| Talon Private Wealth, LLC | 5.15% | Reduce -14.3% | 636,098 | $37.4M |
| Johns Hopkins University | 1.92% | No change | 616,877 | $36.3M |
| American Money Management, LLC | 6.33% | Add +7.7% | 609,532 | $35.8M |
| Vanguard Group Inc. | 0.00% | Add +12.3% | 586,684 | $34.5M |
| Venturi Wealth Management, LLC | 1.62% | Add +8959.0% | 557,492 | $32.8M |
| Gould Asset Management LLC | 6.38% | Add +7.9% | 553,843 | $32.6M |
| Carnegie Investment Counsel | 0.63% | Add +2.8% | 533,659 | $31.4M |
| Brookstone Capital Management | 0.40% | Add +2.8% | 524,445 | $30.8M |
| Facet Wealth, Inc. | 0.70% | Add +5.3% | 522,527 | $30.6M |
| Opus Capital Group, LLC | 3.66% | Reduce -7.9% | 519,889 | $30.6M |
| MainStreet Investment Advisors LLC | 4.18% | Add +15.3% | 514,496 | $30.2M |
| MassMutual Private Wealth & Trust, FSB | 0.80% | Add +14.9% | 513,904 | $30.2M |
| Scopus Asset Management, L.P. | 0.81% | Reduce -1.9% | 512,714 | $30.1M |
| Arista Wealth Management, LLC | 4.14% | Add +3.2% | 509,015 | $29.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -9.0% | 508,478 | $29.7M |
| Alaethes Wealth, LLC | 8.86% | New | 504,563 | $29.7M |
| Bleakley Financial Group, LLC | 0.75% | Add +9.9% | 501,003 | $29.4M |
| Franklin Resources Inc. | 0.01% | Add +7.1% | 489,057 | $28.7M |
| Winch Advisory Services, LLC | 6.96% | Add +0.3% | 485,033 | $28.5M |
| Pacific Sage Partners, LLC | 5.57% | Reduce -39.3% | 477,030 | $28.0M |
| Hilton Capital Management, LLC | 2.19% | Add +185.4% | 466,053 | $27.4M |
| Cordant, Inc. | 13.04% | Add +0.9% | 459,709 | $27.0M |
| Five Oceans Advisors | 11.41% | Add +1.9% | 455,101 | $26.8M |
| Haverford Trust Co | 0.25% | New | 452,050 | $26.6M |
| Stephens Inc. | 0.36% | Reduce -1.8% | 443,934 | $26.1M |
| CWA Asset Management Group, LLC | 1.10% | Add +47.8% | 441,459 | $25.9M |
| Level Financial Advisors | 7.67% | Reduce -0.8% | 419,170 | $24.6M |
| Morling Financial Advisors, LLC | 7.86% | Add +20.4% | 407,736 | $24.0M |
| Strategic Point Investment Advisors, LLC | 3.64% | Add +2.4% | 402,008 | $23.6M |
| Alta Advisers Ltd | 8.18% | Add +87.4% | 398,653 | $23.0M |
| Country Club Bank | 1.44% | Add +2.6% | 390,132 | $22.9M |
| Creative Financial Designs Inc. | 1.64% | Add +3.6% | 388,473 | $22.8M |
| Regions Financial Corp. | 0.16% | Add +4.7% | 385,886 | $22.7M |
| NewSquare Capital LLC | 1.68% | Add +2.3% | 385,265 | $22.6M |
| Charles Schwab Trust Co | 1.66% | Reduce -1.2% | 375,608 | $22.1M |
| Stratos Wealth Advisors, LLC | 1.17% | Reduce -0.3% | 375,452 | $22.1M |
| Park Avenue Securities LLC | 0.20% | Add +1.2% | 375,423 | $22.1M |
| Shah Capital Management | 4.28% | No change | 373,988 | $22.0M |
| Efficient Advisors, LLC | 1.30% | Add +4.7% | 372,156 | $21.9M |
| Salomon & Ludwin, LLC | 2.16% | Add +5.1% | 373,457 | $21.9M |
| Elm Partners Management LLC | 1.26% | Add +28.6% | 370,468 | $21.8M |
| Jaffetilchin Investment Partners, LLC | 1.39% | Add +0.5% | 362,471 | $21.3M |
| Wolff Financial Management LLC | 5.49% | Add +3.4% | 361,736 | $21.3M |
| Penserra Capital Management LLC | 0.30% | Reduce -65.4% | 361,126 | $21.2M |
| Assetmark, Inc. | 0.05% | Add +85328.5% | 350,257 | $20.6M |
| Foundations Investment Advisors, LLC | 0.32% | Add +0.6% | 347,158 | $20.4M |
| Peak Asset Management, LLC | 3.74% | Add +7.8% | 347,029 | $20.4M |
| Global Wealth Management Investment Advisory, Inc. | 3.78% | Reduce -1.1% | 342,814 | $20.2M |
| MML Investors Services, LLC | 0.06% | Reduce -1.9% | 342,118 | $20.1M |
| WBH Advisory Inc. | 1.65% | Reduce -8.1% | 330,248 | $19.4M |
| Obsidian Cio, LLC | 2.80% | Add +5.8% | 327,521 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.5% | 316,189 | $18.6M |
| Focus Partners Advisor Solutions, LLC | 0.25% | Reduce -0.2% | 314,356 | $18.5M |
| Capital Advisors Inc. | 0.33% | Reduce -68.6% | 314,278 | $18.5M |
| Sun Life Financial Inc. | 1.00% | New | 312,225 | $18.4M |
| Mill Creek Capital Advisors, LLC | 0.40% | New | 307,758 | $18.1M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -2.6% | 304,709 | $17.9M |
| Delta Investment Management, LLC | 3.41% | Reduce -8.2% | 301,650 | $17.7M |
| VSM Wealth Advisory, LLC | 5.81% | Add +16957.4% | 221,234 | $17.6M |
| Dai-ichi Life Holdings, Inc. | 20.40% | Add +2.3% | 296,800 | $17.4M |
| Concurrent Investment Advisors, LLC | 0.33% | Add +4733.7% | 290,893 | $17.1M |
| Anderson Hoagland & Co. | 1.63% | Add +65.6% | 290,334 | $17.1M |
| Spire Wealth Management | 0.61% | Reduce -57.6% | 288,779 | $17.0M |
| Montag A & Associates Inc. | 0.82% | Add +1.8% | 285,639 | $16.8M |
| Prudential PLC | 0.10% | Reduce -14.8% | 281,964 | $16.6M |
| Allen Investment Management, LLC | 0.18% | Add +1.0% | 281,813 | $16.6M |
| Human Investing LLC | 2.55% | Add +3.5% | 275,354 | $16.2M |
| Peapack Gladstone Financial Corp. | 0.22% | Add +4.4% | 264,736 | $15.6M |
| Axxcess Wealth Management, LLC | 0.37% | Add +52.0% | 264,089 | $15.5M |
| Scratch Capital LLC | 12.47% | Add +18.0% | 260,819 | $15.3M |
| Northwest Wealth Management, LLC | 2.75% | Reduce -2.4% | 258,971 | $15.2M |
| Lowe Brockenbrough & Co. Inc. | 0.85% | Add +7.9% | 257,776 | $15.2M |
| Voisard Asset Management Group, Inc. | 3.72% | Reduce -3.4% | 245,464 | $14.4M |
| Focus Partners Wealth | 0.03% | Reduce -75.6% | 244,490 | $14.4M |
| Dynasty Wealth Management, LLC | 0.24% | Add +1112.1% | 244,484 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.8% | 243,618 | $14.3M |
| Vise Technologies, Inc. | 0.58% | — | 238,455 | $14.0M |
| Patriot Investment Management Group, Inc. | 0.97% | Add +3.0% | 237,605 | $14.0M |
| Horizon Kinetics Asset Management LLC | 0.17% | Reduce -0.2% | 237,388 | $14.0M |
| Conservest Capital Advisors, Inc. | 1.38% | Add +9.9% | 236,931 | $13.9M |
| Farther Finance Advisors, LLC | 0.28% | Add +15.8% | 235,580 | $13.8M |
| Rogco, LP | 5.13% | Add +14.0% | 231,711 | $13.6M |
| American Assets Capital Advisers, LLC | 13.63% | Add +1.4% | 230,855 | $13.6M |
| American Assets Investment Management, LLC | 1.09% | Add +1.4% | 230,855 | $13.6M |
| Cypress Capital, LLC | 3.94% | Reduce -3.2% | 230,818 | $13.6M |
| Private Advisor Group, LLC | 0.07% | Add +20.4% | 229,882 | $13.5M |
| Drum Hill Capital, LLC | 15.18% | Add +2.0% | 229,786 | $13.5M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -15.9% | 228,362 | $13.4M |
| Investure, LLC | 1.00% | No change | 222,200 | $13.1M |
| Capital Investment Services of America, Inc. | 1.19% | Add +39.1% | 220,661 | $13.0M |
| GEN Financial Management, INC. | 10.59% | Reduce -33.6% | 220,398 | $13.0M |
| Kure Advisory, LLC | 8.54% | Add +6.8% | 219,207 | $12.9M |
| Whitcomb & Hess, Inc. | 3.60% | Add +1.7% | 217,162 | $12.8M |
| Ullmann Wealth Partners Group, LLC | 1.49% | Add +13.6% | 215,141 | $12.6M |
| Harbour Investments, Inc. | 0.32% | Add +4.8% | 214,051 | $12.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -27.4% | 213,583 | $12.6M |
| MOKAN Wealth Management Inc. | 6.91% | Add +8.3% | 210,481 | $12.4M |
| Nicolet Advisory Services, LLC | 1.04% | Add +9.2% | 208,783 | $12.2M |
| Capital Investment Advisory Services, LLC | 0.99% | Add +2.3% | 204,612 | $12.0M |
| Chicago Partners Investment Group LLC | 0.35% | Add +0.0% | 204,708 | $12.0M |
| Websterrogers Financial Advisors, LLC | 3.79% | Add +1.1% | 202,768 | $11.9M |
| Studio Investment Management LLC | 2.38% | Add +7.8% | 202,076 | $11.9M |
| Citizens Financial Group Inc. | 0.19% | Reduce -25.1% | 201,331 | $11.8M |
| Unison Advisors LLC | 1.31% | Add +6.2% | 199,467 | $11.7M |
| Arkadios Wealth Advisors | 0.34% | Add +15.1% | 190,232 | $11.2M |
| Deane Retirement Strategies, Inc. | 4.96% | Add +2.0% | 188,190 | $11.1M |
| Kings Path Partners LLC | 4.41% | Add +1.1% | 186,324 | $11.0M |
| Horizon Financial Services, LLC | 5.78% | Reduce -0.9% | 185,320 | $10.9M |
| Cascade Wealth Advisors, Inc | 6.16% | Reduce -14.1% | 185,835 | $10.9M |
| Sollinda Capital Management LLC | 2.81% | Add +3.9% | 183,428 | $10.8M |
| National Bank of Canada | 0.01% | Add +53.3% | 181,675 | $10.7M |
| Hara Capital LLC | 6.56% | Add +37.1% | 180,054 | $10.6M |
| Empowered Funds, LLC | 0.12% | Add +9.0% | 180,014 | $10.5M |
| Orser Capital Management, LLC | 7.41% | New | 177,025 | $10.4M |
| Beverly Hills Private Wealth, LLC | 1.97% | Reduce -2.0% | 176,334 | $10.4M |
| ARK & TLK Investments, LLC | 3.32% | Add +2.9% | 176,146 | $10.4M |
| AmeriServ Wealth Advisors | 5.10% | Add +47.3% | 175,605 | $10.3M |
| NewEdge Wealth, LLC | 0.16% | Add +5.5% | 175,456 | $10.3M |
| Apella Capital, LLC | 0.28% | Add +1.5% | 175,241 | $10.2M |
| Greenwood Capital Associates LLC | 1.27% | Reduce -2.6% | 173,914 | $10.2M |
| Metropolitan Life Insurance Co | 3.03% | New | 172,531 | $10.1M |
| Element Pointe Advisors, LLC | 2.45% | Add +37.6% | 172,190 | $10.1M |
| McLean Asset Management Corp | 2.66% | Reduce -5.5% | 172,814 | $10.1M |
| Elite Financial, Inc. | 4.94% | Reduce -9.4% | 171,084 | $10.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +33.4% | 166,697 | $9.8M |
| HM Payson & Co. | 0.15% | Reduce -3.9% | 164,777 | $9.7M |
| Middleton & Co. Inc. | 1.09% | Add +10.0% | 164,434 | $9.7M |
| Compton Wealth Advisory Group, LLC | 2.40% | Add +1.2% | 161,732 | $9.5M |
| Roundview Capital LLC | 0.63% | Add +3.0% | 161,231 | $9.5M |
| Jones Financial Companies LLLP | 0.01% | Add +202.8% | 160,711 | $9.4M |
| Bokf, NA | 0.15% | Add +14.0% | 160,323 | $9.4M |
| Captrust Financial Advisors | 0.02% | Reduce -16.8% | 159,492 | $9.4M |
| Comerica Bank | 0.04% | Add +17.2% | 159,156 | $9.4M |
| EPG Wealth Management LLC | 2.79% | Reduce -0.7% | 157,964 | $9.3M |
| Sage Mountain Advisors LLC | 0.60% | Reduce -12.7% | 157,913 | $9.3M |
| Journey Advisory Group, LLC | 0.72% | Add +115.5% | 157,435 | $9.3M |
| Disciplined Investments, LLC | 3.88% | Add +17.9% | 156,026 | $9.2M |
| EverSource Wealth Advisors, LLC | 0.41% | Add +25.9% | 152,978 | $9.0M |
| Echo45 Advisors LLC | 5.58% | Reduce -0.1% | 150,603 | $8.9M |
| CreativeOne Wealth, LLC | 0.23% | Add +193.2% | 149,368 | $8.8M |
| Cravens & Co Advisors, LLC | 6.54% | Reduce -1.8% | 149,153 | $8.8M |
| TrueWealth Financial Partners | 4.77% | Add +71.3% | 147,110 | $8.6M |
| SMART Wealth LLC | 2.70% | Add +16.4% | 146,587 | $8.6M |
| OneDigital Investment Advisors LLC | 0.10% | Add +3.6% | 146,552 | $8.6M |
| Municipal Employees' Retirement System of Michigan | 0.10% | No change | 142,206 | $8.4M |
| Octavia Wealth Advisors, LLC | 0.95% | New | 141,817 | $8.3M |
| Cape Ann Savings Bank | 4.96% | Add +0.4% | 141,229 | $8.3M |
| Zacks Investment Management | 0.07% | Reduce -10.2% | 139,929 | $8.2M |
| Simplicity Wealth,LLC | 0.34% | Add +106.8% | 139,514 | $8.2M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -9.3% | 136,063 | $8.0M |
| Bull Street Advisors, LLC | 3.84% | Add +0.2% | 135,837 | $8.0M |
| DDD Partners, LLC | 0.85% | Reduce -2.7% | 134,187 | $7.9M |
| 49 Wealth Management, LLC | 0.83% | Add +139.2% | 132,426 | $7.8M |
| Woodmont Investment Counsel LLC | 0.51% | Add +0.1% | 130,726 | $7.7M |
| Beacon Financial Strategies CORP | 4.82% | Add +0.1% | 130,473 | $7.7M |
| CW Advisors, LLC | 0.07% | Add +628.1% | 129,567 | $7.6M |
| Compass Wealth Management, LLC | 4.04% | — | 128,523 | $7.6M |
| Values First Advisors, Inc. | 4.09% | Reduce -3.1% | 127,642 | $7.5M |
| Quadrant Capital Group LLC | 0.27% | Reduce -18.5% | 126,872 | $7.5M |
| Freedom Investment Management, Inc. | 0.59% | Reduce -0.9% | 126,846 | $7.5M |
| Integrated Advisors Network LLC | 0.33% | Reduce -8.1% | 125,747 | $7.4M |
| Belpointe Asset Management LLC | 0.31% | Add +10.9% | 124,957 | $7.3M |
| Biltmore Wealth Management, LLC | 2.96% | Add +1.4% | 124,403 | $7.3M |
| Marion Wealth Management | 1.83% | Add +1.3% | 124,066 | $7.3M |
| Safir Wealth Advisors, LLC | 5.31% | Reduce -3.5% | 123,018 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -1.9% | 120,732 | $7.1M |
| Certified Advisory Corp | 0.73% | Add +5.6% | 119,869 | $7.0M |
| Muirfield Wealth Advisors LLC | 5.60% | Reduce -26.9% | 119,632 | $7.0M |
| Retirement Systems of Alabama | 0.03% | New | 118,650 | $7.0M |
| Mechanics Financial Corp | 2.96% | Add +31.9% | 118,322 | $7.0M |
| Heritage Wealth Management, Inc. | 5.27% | Add +13.2% | 118,125 | $6.9M |
| Hancock Whitney Corp. | 0.13% | Reduce -1.3% | 117,227 | $6.9M |
| Causey Wealth LLC | 3.44% | New | 113,760 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +130.0% | 113,553 | $6.7M |
| Colony Family Offices, LLC | 1.73% | Reduce -7.4% | 113,552 | $6.7M |
| Lauer Wealth, LLC | 5.44% | Add +2.2% | 110,810 | $6.5M |
| Trek Financial, LLC | 0.43% | Add +46.7% | 110,116 | $6.5M |
| Rockingstone Advisors LLC | 3.37% | Reduce -40.3% | 108,920 | $6.4M |
| Signal Advisors Wealth, LLC | 0.50% | Reduce -13.7% | 107,795 | $6.3M |
| AllGen Financial Advisors, Inc. | 1.68% | Reduce -68.3% | 106,230 | $6.2M |
| Aventus Investment Advisors, Inc. | 5.55% | — | 104,976 | $6.2M |
| Citadel Advisors | 0.01% | Add +2.1% | 104,393 | $6.1M |
| Estate Counselors, LLC | 0.60% | Add +259.8% | 103,772 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.0% | 102,338 | $6.0M |
| Diligent Investors, LLC | 1.39% | New | 100,000 | $5.9M |
| HB Wealth Management, LLC | 0.05% | Reduce -5.7% | 97,342 | $5.7M |
| Edgestream Partners, L.P. | 0.16% | New | 97,300 | $5.7M |
| Oppenheimer & Co. Inc. | 0.08% | Add +0.5% | 96,725 | $5.7M |
| Climber Capital SA | 3.64% | Add +1.1% | 96,962 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -72.6% | 95,620 | $5.6M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -3.9% | 95,144 | $5.6M |
| NewEdge Advisors, LLC | 0.03% | Add +6.7% | 94,261 | $5.5M |
| Bank of Montreal | 0.00% | Reduce -5.9% | 94,176 | $5.5M |
| Manchester Capital Management LLC | 0.72% | Add +147.8% | 92,529 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -15.0% | 91,603 | $5.4M |
| Hexagon Capital Partners LLC | 1.17% | Add +10.7% | 89,227 | $5.2M |
| OneAscent Investment Solutions LLC | 5.57% | Reduce -3.5% | 88,728 | $5.2M |
| Betterment LLC | 0.01% | Add +6.1% | 88,449 | $5.2M |
| Lido Advisors, LLC | 0.03% | Add +70.3% | 86,966 | $5.1M |
| Retirement Planning Group, LLC | 0.22% | Reduce -17.6% | 86,860 | $5.1M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Reduce -30.1% | 86,730 | $5.1M |
| Titleist Asset Management, LLC | 0.50% | Add +22.9% | 85,042 | $5.0M |
| Whittier Trust Co. | 0.06% | Reduce -0.8% | 84,454 | $5.0M |
| Strategic Investment Solutions, Inc. | 1.50% | Add +1.3% | 84,327 | $4.9M |
| Shufro Rose & Co. LLC | 0.40% | Reduce -4.4% | 84,201 | $4.9M |
| Tennessee Valley Asset Management Partners | 1.24% | Reduce -0.9% | 83,357 | $4.9M |
| Elmwood Wealth Management, Inc. | 1.94% | Reduce -10.5% | 83,293 | $4.9M |
| Aptus Capital Advisors, LLC | 0.05% | Add +6.7% | 82,762 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.5% | 82,714 | $4.9M |
| Altiora Financial Group, LLC | 0.95% | Add +0.1% | 82,649 | $4.9M |
| Culbertson A N & Co. Inc. | 0.74% | Add +7.2% | 82,071 | $4.8M |
| Scotia Capital Inc. | 0.02% | Add +7.8% | 82,008 | $4.8M |
| CWC Advisors, LLC. | 2.49% | Add +2.9% | 81,869 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +8.3% | 80,675 | $4.7M |
| Fortune Financial Advisors, LLC | 3.75% | Add +4.4% | 79,408 | $4.7M |
| Cwm, LLC | 0.02% | Add +28.2% | 78,806 | $4.6M |
| Marotta Asset Management | 0.92% | Reduce -8.4% | 78,121 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +0.6% | 77,749 | $4.6M |
| Aegis Wealth Management LLC | 2.74% | No change | 77,795 | $4.6M |
| Bearing Point Capital, LLC | 0.84% | Add +14.7% | 77,223 | $4.5M |
| B.O.S.S. Retirement Advisors, LLC | 1.14% | Reduce -10.4% | 76,983 | $4.5M |
| Financial Gravity Companies, Inc. | 0.88% | — | 76,269 | $4.5M |
| Accredited Wealth Management, LLC | 3.59% | Add +17.2% | 75,462 | $4.4M |
| Cornerstone Financial Group, LLC | 3.67% | Add +0.4% | 73,366 | $4.3M |
| Signet Financial Management, LLC | 0.54% | Reduce -4.7% | 73,119 | $4.3M |
| Valley Financial Group, Inc. | 2.58% | Reduce -0.2% | 72,589 | $4.3M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -22.2% | 71,619 | $4.2M |
| Thomas Story & Son LLC | 1.60% | Add +10.6% | 70,971 | $4.2M |
| Tillman Hartley LLC | 1.18% | Reduce -1.8% | 70,805 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.67% | Reduce -0.7% | 70,038 | $4.1M |
| McIlrath & Eck, LLC | 0.47% | Reduce -10.3% | 69,997 | $4.1M |
| Capital Investment Counsel, LLC | 0.64% | Add +11.6% | 69,791 | $4.1M |
| Advisory Research Inc. | 0.63% | No change | 69,657 | $4.1M |
| Benjamin Edwards Inc. | 0.05% | Reduce -86.6% | 69,656 | $4.1M |
| Flow Traders U.S. LLC | 0.15% | New | 67,115 | $3.9M |
| RPS Advisory Solutions LLC | 2.16% | New | 67,038 | $3.9M |
| Truepoint, Inc. | 0.10% | Add +9.4% | 65,682 | $3.9M |
| Boston Family Office LLC | 0.25% | Reduce -7.3% | 65,137 | $3.8M |
| Vident Advisory, LLC | 0.04% | Add +28.9% | 65,129 | $3.8M |
| Argent Trust Co | 0.14% | Reduce -1.2% | 63,895 | $3.8M |
| One Degree Advisors Inc | 1.33% | New | 63,536 | $3.7M |
| World Investment Advisors | 0.08% | Reduce -0.5% | 62,652 | $3.7M |
| Allworth Financial LP | 0.02% | Add +58.1% | 62,300 | $3.7M |
| MRWM Advisors, LLC | 2.27% | Reduce -4.6% | 61,650 | $3.6M |
| Alhambra Investment Management LLC | 1.78% | Add +2.7% | 60,946 | $3.6M |
| Breakwater Investment Management | 1.39% | Reduce -4.1% | 60,904 | $3.6M |
| Arvest Investments, Inc. | 0.53% | Reduce -17.5% | 59,459 | $3.5M |
| Sagard Holdings Management Inc. | 9.65% | — | 58,692 | $3.4M |
| Essential Partners LLC | 1.38% | — | 58,638 | $3.4M |
| Avior Wealth Management, LLC | 0.12% | Add +29.1% | 58,185 | $3.4M |
| Marietta Wealth Management, LLC | 0.45% | Add +2.3% | 58,074 | $3.4M |
| Mutual Advisors, LLC | 0.08% | Add +2.0% | 57,608 | $3.4M |
| Roble, Belko & Company, Inc | 0.49% | Reduce -18.9% | 57,358 | $3.4M |
| South Plains Financial, Inc. | 2.30% | Add +6.8% | 55,579 | $3.3M |
| Anchor Investment Management, LLC | 0.28% | No change | 54,969 | $3.2M |
| North Capital, Inc. | 2.78% | Reduce -0.5% | 54,856 | $3.2M |
| Dover Advisors, LLC | 1.40% | Reduce -7.4% | 54,246 | $3.2M |
| CWS Financial Advisors, LLC | 0.93% | Add +9.1% | 54,192 | $3.2M |
| American Investment Services, Inc. | 0.81% | Reduce -8.3% | 54,165 | $3.2M |
| XY Planning Network, Inc. | 1.08% | Add +141.8% | 53,912 | $3.2M |
| Impact Investors, Inc | 2.19% | Add +19.4% | 52,609 | $3.1M |
| Mountain Pacific Investment Advisers LLC | 0.22% | Add +3.7% | 52,505 | $3.1M |
| Nwam LLC | 0.18% | Add +17.9% | 52,271 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.4% | 51,930 | $3.1M |
| Garde Capital, Inc. | 0.16% | Reduce -16.2% | 51,661 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.28% | Reduce -1.4% | 51,207 | $3.0M |
| Successful Portfolios LLC | 1.82% | Add +4.1% | 50,503 | $3.0M |
| RoundAngle Advisors LLC | 2.48% | Reduce -3.9% | 50,413 | $3.0M |
| Hayek Kallen Investment Management | 1.00% | Reduce -7.6% | 50,064 | $2.9M |
| Curran Financial Partners, LLC | 0.64% | Add +16.1% | 49,614 | $2.9M |
| Wedmont Private Capital | 0.12% | Add +49.4% | 49,838 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -35.7% | 49,373 | $2.9M |
| Ridgewood Investments LLC | 1.25% | Reduce -0.9% | 49,145 | $2.9M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -19.9% | 48,860 | $2.9M |
| 4WEALTH Advisors, Inc. | 2.97% | Add +3.1% | 48,698 | $2.9M |
| First American Trust, FSB | 0.23% | Add +31.3% | 48,311 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +95.6% | 47,995 | $2.8M |
| RFG Advisory, LLC | 0.07% | Add +27.1% | 47,889 | $2.8M |
| Kathmere Capital Management, LLC | 0.22% | Add +10.5% | 47,631 | $2.8M |
| Kovack Advisors, Inc. | 0.27% | Reduce -2.8% | 47,608 | $2.8M |
| CENTRAL TRUST Co | 0.06% | Add +11.2% | 47,600 | $2.8M |
| Oak Grove Capital LLC | 0.64% | Add +90.1% | 47,050 | $2.8M |
| PYA Waltman Capital, LLC | 0.79% | Add +2.0% | 46,389 | $2.7M |
| Accurate Wealth Management, LLC | 0.42% | Reduce -10.0% | 46,388 | $2.7M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -22.9% | 45,918 | $2.7M |
| Investment Advisory Group, LLC | 0.82% | Add +0.2% | 45,884 | $2.7M |
| Quattro Financial Advisors LLC | 0.95% | Reduce -4.3% | 45,816 | $2.7M |
| TrueWealth Advisors, LLC | 0.79% | Reduce -7.7% | 45,517 | $2.7M |
| Windward Private Wealth Management Inc. | 0.95% | Reduce -4.9% | 45,034 | $2.6M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -6.2% | 44,893 | $2.6M |
| McDonough Capital Management, Inc | 1.48% | Reduce -13.2% | 33,146 | $2.6M |
| Wells Financial Advisors INC | 3.58% | Reduce -14.8% | 44,381 | $2.6M |
| Brucke Financial, Inc. | 1.81% | Add +7.5% | 44,230 | $2.6M |
| Raffa Wealth Management, LLC | 0.52% | Add +3.7% | 44,104 | $2.6M |
| Midwestern Financial, LLC | 2.42% | — | 43,869 | $2.6M |
| Grove Street Fiduciary, LLC | 1.24% | Reduce -2.3% | 43,662 | $2.6M |
| Cardiff Park Advisors, LLC | 0.22% | Add +56.5% | 43,534 | $2.6M |
| Pinnacle Bancorp, Inc. | 0.79% | Add +17.0% | 43,353 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.98% | Add +3.0% | 43,331 | $2.5M |
| Oak Family Advisors, LLC | 0.92% | Add +19.8% | 43,022 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.24% | Reduce -5.5% | 42,718 | $2.5M |
| Schulz Wealth, LTD. | 1.87% | Add +22.9% | 42,450 | $2.5M |
| GatePass Capital, LLC | 1.66% | Reduce -15.1% | 42,150 | $2.5M |
| &partners | 0.02% | Add +232.8% | 41,126 | $2.4M |
| Lionshead Wealth Management, LLC | 2.23% | Add +52.1% | 41,021 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +4.1% | 40,735 | $2.4M |
| Balboa Wealth Partners | 0.47% | Add +23.3% | 40,028 | $2.4M |
| Howe & Rusling Inc. | 0.17% | Reduce -78.9% | 39,801 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +37.4% | 39,419 | $2.3M |
| Circle Wealth Management, LLC | 0.05% | Add +41.1% | 39,019 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.29% | Reduce -0.3% | 38,602 | $2.3M |
| GTS Securities LLC | 0.10% | New | 37,893 | $2.2M |
| Intelligence Driven Advisers, LLC | 0.33% | Add +3.8% | 37,522 | $2.2M |
| Welch Group, LLC | 0.09% | Reduce -14.8% | 37,476 | $2.2M |
| Chandler Asset Management, Inc. | 0.39% | No change | 37,315 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.55% | Reduce -14.8% | 37,109 | $2.2M |
| Unconventional Investor, LLC | 1.19% | Reduce -12.3% | 36,710 | $2.2M |
| Curi Capital, LLC | 0.04% | New | 36,485 | $2.1M |
| First Horizon Advisors, Inc. | 0.06% | Reduce -8.7% | 36,315 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Add +11.2% | 35,440 | $2.1M |
| Spectrum Financial Alliance Ltd LLC | 0.56% | Add +14.9% | 35,299 | $2.1M |
| Canal Capital Management, LLC | 0.32% | Add +23.1% | 34,840 | $2.0M |
| ORG Partners LLC | 0.45% | Add +62.4% | 34,931 | $2.0M |
| REDW Wealth LLC | 0.80% | Reduce -5.9% | 34,354 | $2.0M |
| Founders Financial Securities LLC | 0.15% | Reduce -48.5% | 34,186 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -9.0% | 34,170 | $2.0M |
| Hills Bank & Trust Co | 0.13% | Add +0.6% | 34,099 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +19.7% | 33,774 | $2.0M |
| Everhart Financial Group, Inc. | 0.23% | Reduce -42.1% | 33,606 | $2.0M |
| Birchbrook, Inc. | 1.05% | Reduce -14.3% | 33,196 | $2.0M |
| Seven Springs Wealth Group, LLC | 0.49% | Reduce -34.3% | 33,132 | $1.9M |
| Insigneo Advisory Services, LLC | 0.17% | Add +0.1% | 33,004 | $1.9M |
| Horizon Investments, LLC | 0.03% | Add +369.8% | 33,179 | $1.9M |
| Zhang Financial LLC | 0.09% | Reduce -1.4% | 32,741 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -5.9% | 32,740 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +10.8% | 32,679 | $1.9M |
| Mgo One Seven LLC | 0.06% | Add +4.8% | 32,571 | $1.9M |
| Fund Evaluation Group, LLC | 0.07% | New | 32,110 | $1.9M |
| Evoke Wealth, LLC | 0.04% | Add +4.2% | 31,635 | $1.9M |
| Institute for Wealth Management, LLC. | 0.21% | Add +2.4% | 31,619 | $1.9M |
| Headinvest, LLC | 0.39% | Reduce -0.1% | 31,384 | $1.8M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -6.8% | 31,081 | $1.8M |
| AXS Investments LLC | 0.75% | Add +18.8% | 30,899 | $1.8M |
| Verus Financial Partners, Inc. | 0.18% | Reduce -0.6% | 30,682 | $1.8M |
| Transcendent Capital Group LLC | 0.91% | Add +0.2% | 30,100 | $1.8M |
| Oak Hill Wealth Advisors, LLC | 0.36% | Add +2.3% | 30,072 | $1.8M |
| PFG Advisors | 0.08% | Add +5.2% | 29,788 | $1.8M |
| Hobbs Group Advisors, LLC | 0.60% | Reduce -9.5% | 29,686 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -68.7% | 29,716 | $1.7M |
| Iron Gate Global Advisors LLC | 0.19% | Add +58.2% | 29,384 | $1.7M |
| Anchor Capital Advisors LLC | 0.05% | No change | 29,260 | $1.7M |
| Seven Mile Advisory | 1.03% | Reduce -25.2% | 29,241 | $1.7M |
| Flagship Wealth Advisors, LLC | 0.65% | Reduce -7.6% | 29,129 | $1.7M |
| LJI Wealth Management, LLC | 0.29% | Add +0.0% | 28,662 | $1.7M |
| Security Financial Services, INC. | 0.30% | Add +0.6% | 28,448 | $1.7M |
| Sovran Advisors, LLC | 0.18% | Add +95.8% | 28,592 | $1.7M |
| Shayne & Jacobs, LLC | 0.54% | Reduce -0.4% | 28,025 | $1.6M |
| VERITY Wealth Advisors | 1.10% | Add +10.9% | 27,967 | $1.6M |
| Elevation Capital Advisory, LLC | 0.65% | New | 27,439 | $1.6M |
| Barton Investment Management | 0.17% | Add +9.9% | 27,389 | $1.6M |
| Millennium Management | 0.00% | Add +123.7% | 27,349 | $1.6M |
| Manhattan West Asset Management, LLC | 0.37% | Reduce -14.2% | 27,130 | $1.6M |
| Edge Financial Advisors LLC | 0.83% | New | 27,075 | $1.6M |
| LifeWealth Investments, LLC | 0.57% | Reduce -39.0% | 26,682 | $1.6M |
| US Bancorp \de | 0.00% | Add +91.9% | 26,575 | $1.6M |
| Independent Advisor Alliance | 0.04% | Reduce -8.2% | 26,568 | $1.6M |
| Summit Wealth Partners, LLC | 0.30% | Reduce -16.2% | 26,386 | $1.6M |
| Quadrature Capital Ltd | 0.03% | New | 26,291 | $1.5M |
| AQR Capital Management | 0.00% | No change | 26,228 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 26,161 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +9.7% | 26,066 | $1.5M |
| Advanced Asset Management Advisors Inc | 0.41% | Reduce -4.2% | 25,884 | $1.5M |
| Embree Financial Group | 0.23% | Reduce -16.1% | 25,606 | $1.5M |
| Moody National Bank Trust Division | 0.14% | No change | 25,365 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +64.3% | 24,887 | $1.5M |
| Benchmark Wealth Management, LLC | 0.65% | Add +1.7% | 24,840 | $1.5M |
| Compass Planning Associates Inc | 1.33% | Add +76.8% | 24,713 | $1.5M |
| Applied Capital LLC | 0.63% | Add +77.6% | 24,193 | $1.4M |
| Arax Advisory Partners | 0.07% | Add +1.1% | 24,156 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.35% | New | 24,001 | $1.4M |
| Koshinski Asset Management, Inc. | 0.11% | Add +1.1% | 23,984 | $1.4M |
| Centurion Wealth Management LLC | 0.40% | Add +7.2% | 23,713 | $1.4M |
| MBE Wealth Management, LLC | 0.60% | Reduce -1.8% | 23,501 | $1.4M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -3.2% | 23,377 | $1.4M |
| Miller Financial Services LLC | 1.74% | Reduce -5.7% | 23,241 | $1.4M |
| Davis R M Inc. | 0.02% | Reduce -1.4% | 22,579 | $1.3M |
| Agf Management Ltd. | 0.01% | Add +3.8% | 22,475 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.33% | Add +11.0% | 22,394 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.9% | 22,481 | $1.3M |
| Red Tortoise LLC | 0.64% | Add +0.8% | 22,363 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.10% | Reduce -1.6% | 22,259 | $1.3M |
| Bell Bank | 0.06% | New | 22,151 | $1.3M |
| Viawealth, LLC | 0.77% | Reduce -20.5% | 22,149 | $1.3M |
| Kuhn & Co Investment Counsel | 0.97% | Add +7.5% | 21,934 | $1.3M |
| ETF Portfolio Partners, Inc. | 0.35% | Reduce -19.0% | 21,218 | $1.2M |
| Arcus Capital Partners, LLC | 0.54% | Reduce -44.8% | 21,063 | $1.2M |
| Kaizen Financial Strategies | 0.63% | Add +89.7% | 20,943 | $1.2M |
| SBI Securities Co., Ltd. | 0.04% | Add +23.4% | 20,736 | $1.2M |
| Summit Global Investments | 0.07% | Reduce -13.8% | 20,667 | $1.2M |
| Clarity Capital Advisors, LLC | 0.71% | Add +43.7% | 20,602 | $1.2M |
| eCIO, Inc. | 0.51% | Add +35.0% | 20,600 | $1.2M |
| Defined Wealth Management, LLC | 0.75% | Add +23.4% | 20,501 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -4.5% | 20,437 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.27% | Reduce -13.1% | 20,219 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -13.3% | 20,202 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +36.4% | 20,187 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 1.15% | Reduce -12.5% | 20,058 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.88% | No change | 20,000 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -8.5% | 19,926 | $1.2M |
| St Germain D J Co. Inc. | 0.05% | Reduce -30.0% | 19,812 | $1.2M |
| SeaBridge Investment Advisors LLC | 0.22% | Reduce -17.0% | 19,751 | $1.2M |
| Frontier Asset Management, LLC | 0.32% | Reduce -29.4% | 19,747 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +10.5% | 19,536 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -17.0% | 19,318 | $1.1M |
| Orcam Financial Group | 0.98% | Reduce -0.8% | 19,254 | $1.1M |
| RS Crum Inc. | 0.27% | No change | 19,175 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +1.6% | 18,923 | $1.1M |
| Great Waters Wealth Management | 0.14% | Add +0.8% | 18,910 | $1.1M |
| Lord & Richards Wealth Management, LLC | 1.16% | Reduce -50.9% | 18,866 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | Add +30.4% | 18,818 | $1.1M |
| Hardin Capital Partners, LLC | 0.64% | Add +8.0% | 18,693 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +0.7% | 17,996 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 17,987 | $1.1M |
| Engineers Gate Manager LP | 0.01% | New | 17,947 | $1.1M |
| Proffitt & Goodson Inc. | 0.16% | Reduce -14.7% | 17,914 | $1.1M |
| United Community Bank | 0.36% | Reduce -0.4% | 17,846 | $1.0M |
| Leuthold Group, LLC | 0.12% | Add +42.7% | 17,786 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -5.2% | 17,741 | $1.0M |
| Sepio Capital, LP | 0.07% | Reduce -0.4% | 17,741 | $1.0M |
| Marshfield Associates | 0.02% | Reduce -34.4% | 17,638 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.19% | Reduce -21.5% | 17,481 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +3.5% | 17,469 | $1.0M |
| Glenview Trust Co | 0.02% | Add +34.8% | 17,385 | $1.0M |
| Avestar Capital, LLC | 0.07% | No change | 17,132 | $1.0M |
| MMBG Investment Advisors Co. | 0.10% | No change | 16,615 | $977K |
| American Trust | 0.09% | New | 16,568 | $974K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -10.3% | 16,397 | $964K |
| Townsquare Capital LLC | 0.09% | Reduce -14.2% | 16,350 | $961K |
| American National Bank & Trust | 0.10% | Add +62.3% | 16,305 | $958K |
| Lifeworks Advisors, LLC | 0.14% | Add +12.3% | 16,234 | $954K |
| Essex Bank | 0.23% | Add +8.3% | 16,177 | $951K |
| Optivise Advisory Services LLC | 0.49% | Add +1.1% | 16,173 | $951K |
| Tolleson Wealth Management, Inc. | 0.16% | No change | 16,164 | $950K |
| Snowden Capital Advisors LLC | 0.03% | Add +0.1% | 16,100 | $946K |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -9.0% | 16,001 | $941K |
| N.E.W. Advisory Services LLC | 0.09% | Add +2.3% | 15,955 | $938K |
| Aspiriant, LLC | 0.03% | Add +1.1% | 15,888 | $934K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -34.1% | 15,847 | $932K |
| FWG Investments, LLC. | 0.70% | Reduce -9.7% | 15,643 | $920K |
| North Dallas Bank & Trust Co. | 0.70% | — | 15,638 | $919K |
| Bordeaux Wealth Advisors LLC | 0.12% | Add +1.0% | 15,546 | $914K |
| Ritholtz Wealth Management | 0.02% | Reduce -20.8% | 15,500 | $911K |
| F/m Investments LLC | 0.03% | Reduce -2.7% | 15,438 | $907K |
| Addis & Hill, Inc | 0.59% | Reduce -3.6% | 15,393 | $905K |
| DB Fitzpatrick & Co, Inc | 0.80% | Add +15.4% | 15,282 | $898K |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -0.1% | 15,276 | $898K |
| SG Americas Securities, LLC | 0.00% | Add +10.3% | 15,193 | $893K |
| Vista Cima Wealth Management LLC | 0.83% | Add +1.2% | 15,151 | $891K |
| LCNB Corp. | 0.31% | No change | 15,000 | $882K |
| Spartan Planning & Wealth Management | 0.75% | Reduce -80.9% | 14,821 | $871K |
| Iams Wealth Management, LLC | 0.40% | New | 14,814 | $871K |
| Cibc World Market Inc. | 0.00% | Reduce -39.5% | 14,726 | $866K |
| LaSalle St. Investment Advisors, LLC | 0.23% | Reduce -1.9% | 14,570 | $856K |
| TPG Financial Advisors, LLC | 0.34% | Reduce -26.2% | 14,551 | $855K |
| Five Pine Wealth Management | 0.63% | Reduce -22.7% | 14,525 | $854K |
| Roth Financial Partners LLC | 0.31% | Add +1.6% | 14,481 | $851K |
| GenTrust, LLC | 0.04% | Reduce -12.6% | 14,464 | $850K |
| Maripau Wealth Management LLC | 0.43% | Reduce -42.3% | 14,326 | $845K |
| ArborFi Advisors, LLC | 0.74% | Reduce -49.5% | 14,364 | $844K |
| MBA Advisors LLC | 0.38% | Add +4.4% | 14,122 | $830K |
| Waverly Advisors, LLC | 0.01% | Add +0.3% | 13,884 | $816K |
| EP Wealth Advisors, LLC | 0.01% | Add +35.0% | 13,867 | $815K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -13.6% | 13,849 | $814K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +82.9% | 13,795 | $811K |
| Spectrum Planning & Advisory Services Inc. | 0.52% | New | 13,677 | $804K |
| First Bancorp, Inc | 0.46% | Add +25.5% | 13,675 | $804K |
| Compass Ion Advisors, LLC | 0.09% | Add +189.4% | 13,555 | $797K |
| AEGON USA Investment Management, LLC | 0.80% | No change | 13,500 | $794K |
| Rothschild Wealth LLC | 0.19% | Add +11.8% | 13,483 | $793K |
| Index Fund Advisors, Inc. | 0.04% | Add +187.4% | 13,197 | $776K |
| Silver Oak Advisory Group, Inc. | 0.38% | Add +14.1% | 13,175 | $774K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Reduce -10.0% | 13,166 | $771K |
| C M Bidwell & Associates Ltd. | 0.40% | Add +6.7% | 13,075 | $769K |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Add +30.4% | 13,039 | $766K |
| Principia Wealth Advisory, LLC | 0.64% | Add +6.3% | 12,787 | $752K |
| Parallel Advisors, LLC | 0.01% | Add +74.1% | 12,665 | $744K |
| Dakota Wealth Management | 0.02% | No change | 12,653 | $744K |
| Private Client Services, LLC | 0.29% | New | 12,649 | $743K |
| Ranch Capital Advisors Inc. | 0.32% | Add +56.4% | 12,637 | $743K |
| First County Bank | 0.40% | Add +1.0% | 12,586 | $740K |
| Howard Bailey Securities, LLC | 0.23% | Reduce -82.6% | 12,561 | $738K |
| Hilltop Holdings Inc. | 0.05% | Add +1.1% | 12,533 | $737K |
| Cresset Asset Management, LLC | 0.00% | Reduce -36.1% | 12,491 | $734K |
| Braun-Bostich & Associates Inc. | 0.50% | Add +3.7% | 12,380 | $728K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.4% | 12,341 | $725K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -9.6% | 12,330 | $725K |
| Ruedi Wealth Management, Inc. | 0.21% | Reduce -1.2% | 12,288 | $722K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.1% | 12,280 | $722K |
| Carter Financial Group, INC. | 0.47% | — | 13,389 | $721K |
| Diversify Wealth Management, LLC | 0.04% | Add +12.0% | 12,239 | $718K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -8.9% | 12,141 | $713K |
| Prairiewood Capital, LLC | 0.26% | Reduce -1.3% | 11,919 | $701K |
| Compound Planning, Inc. | 0.03% | Add +18.6% | 11,820 | $695K |
| FFT Wealth Management LLC | 0.14% | Reduce -38.9% | 11,825 | $693K |
| Burney Co./ | 0.02% | Reduce -51.9% | 11,781 | $692K |
| TRUE Private Wealth Advisors | 0.08% | Add +19.6% | 11,750 | $691K |
| Albion Financial Group | 0.04% | No change | 11,720 | $689K |
| Versant Capital Management, Inc | 0.10% | Add +1.1% | 11,562 | $680K |
| Mittelman Wealth Management | 0.57% | New | 11,550 | $679K |
| LRI Investments, LLC | 0.06% | No change | 11,508 | $676K |
| Rialto Wealth Management, LLC | 0.19% | Add +2.0% | 11,501 | $676K |
| CJM Wealth Advisers, Ltd. | 0.22% | Add +0.1% | 11,453 | $673K |
| Savvy Advisors, Inc. | 0.04% | New | 11,257 | $662K |
| L.K. Benson & Company, P.C. | 0.40% | Add +0.7% | 11,212 | $659K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +18.2% | 11,190 | $658K |
| Fifth Third Securities, Inc. | 0.05% | Add +6.7% | 11,079 | $651K |
| Rinkey Investments | 0.20% | Add +5.5% | 11,049 | $649K |
| Koss-Olinger Consulting, LLC | 0.05% | Reduce -2.5% | 11,030 | $648K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 10,984 | $646K |
| Stonekeep Investments, LLC | 0.43% | Add +15.9% | 10,971 | $645K |
| DAVENPORT & Co LLC | 0.00% | Add +4.3% | 10,963 | $644K |
| Main Street Financial Solutions, LLC | 0.05% | Add +39.6% | 10,944 | $643K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -0.1% | 10,928 | $642K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -32.8% | 10,899 | $641K |
| McClarren Financial Advisors, Inc. | 0.42% | Reduce -0.2% | 10,866 | $639K |
| Birchcreek Wealth Management, LLC | 0.36% | Reduce -0.0% | 10,846 | $638K |
| Rothschild Capital Partners, LLC | 0.17% | Add +28.9% | 10,783 | $634K |
| Ethos Financial Group, LLC | 0.05% | Reduce -18.1% | 10,641 | $625K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Reduce -3.4% | 10,558 | $621K |
| Autumn Glory Partners, LLC | 0.29% | Reduce -69.0% | 10,520 | $618K |
| Arlington Trust Co LLC | 0.12% | Add +19.7% | 10,480 | $616K |
| Principle Wealth Partners LLC | 0.04% | New | 10,390 | $611K |
| Bank of New York Mellon Corp | 0.00% | Add +29.2% | 10,389 | $611K |
| Financial Partners Group, Inc | 0.08% | Add +0.8% | 10,383 | $610K |
| Veracity Capital LLC | 0.21% | Reduce -4.4% | 10,351 | $608K |
| Gotham Asset Management | 0.00% | No change | 10,255 | $603K |
| Kitching Partners, LLC | 0.61% | Add +172.7% | 10,232 | $601K |
| Eagle Strategies LLC | 0.09% | Reduce -13.3% | 10,202 | $600K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -24.2% | 10,090 | $593K |
| L2 Asset Management, LLC | 0.10% | New | 10,032 | $590K |
| Kingdom Financial Group LLC. | 0.51% | Reduce -90.7% | 9,992 | $587K |
| Redwood Investment Management, LLC | 0.06% | Reduce -17.0% | 9,990 | $587K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.3% | 9,952 | $585K |
| Magnolia Private Wealth, LLC | 0.45% | Reduce -5.8% | 9,951 | $585K |
| International Assets Investment Management, LLC | 0.05% | Reduce -30.0% | 9,944 | $585K |
| Modera Wealth Management, LLC | 0.01% | Add +0.7% | 9,944 | $585K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.22% | Reduce -24.7% | 9,885 | $578K |
| Mather Group, Llc. | 0.01% | Add +19.2% | 9,817 | $577K |
| Arkansas Financial Group, Inc. | 0.09% | Add +0.2% | 9,794 | $576K |
| Monument Group Wealth Advisors, LLC | 0.36% | Reduce -0.7% | 9,698 | $570K |
| Evanson Asset Management, LLC | 0.03% | Reduce -12.9% | 9,535 | $560K |
| Continental Investors Services, Inc. | 1.01% | Add +3.8% | 9,462 | $559K |
| Valpey Financial Services, LLC | 0.39% | — | 9,481 | $557K |
| Calton & Associates, Inc. | 0.10% | Reduce -38.2% | 9,447 | $555K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -15.9% | 9,432 | $554K |
| R. W. Roge & Company, Inc. | 0.31% | Reduce -5.7% | 9,407 | $552K |
| Courier Capital LLC | 0.03% | Reduce -19.7% | 9,377 | $551K |
| Heck Capital Advisors, LLC | 0.05% | No change | 9,344 | $549K |
| Klingman & Associates, LLC | 0.03% | Reduce -6.1% | 9,273 | $545K |
| Silver Oak Securities, Incorporated | 0.05% | Add +0.1% | 9,271 | $545K |
| D.A. Davidson & Co. | 0.00% | Add +13.6% | 9,229 | $542K |
| Synergy Investment Management, LLC | 0.33% | Reduce -58.7% | 9,197 | $541K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +1.4% | 9,227 | $540K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -98.4% | 9,045 | $532K |
| McAdam, LLC | 0.03% | Add +16.6% | 8,796 | $517K |
| Global Retirement Partners, LLC | 0.01% | — | 8,761 | $515K |
| Evergreen Capital Management LLC | 0.02% | No change | 8,640 | $508K |
| Navigation Wealth Management, Inc. | 0.75% | New | 8,611 | $506K |
| Novak & Powell Financial Services, Inc. | 0.35% | No change | 8,600 | $506K |
| Retirement Capital Strategies | 0.20% | No change | 8,583 | $505K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +7.5% | 8,540 | $502K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | No change | 8,500 | $500K |
| Slagle Financial, LLC | 0.20% | Add +16.6% | 8,499 | $500K |
| Chris Bulman Inc | 0.28% | New | 8,473 | $498K |
| Eastern Bank | 0.01% | Reduce -0.0% | 8,459 | $497K |
| Petra Financial Advisors Inc. | 0.32% | Reduce -0.5% | 8,452 | $497K |
| Ignite Planners, LLC | 0.08% | Reduce -0.3% | 8,277 | $485K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 8,240 | $484K |
| Prelude Capital Management, LLC | 0.05% | New | 8,220 | $483K |
| BancFirst Trust & Investment Management | 0.22% | Add +76.1% | 8,197 | $482K |
| Pictet North America Advisors SA | 0.05% | New | 8,140 | $478K |
| Bragg Financial Advisors, Inc | 0.02% | Add +6.5% | 8,088 | $475K |
| Avion Wealth | 0.11% | No change | 8,080 | $474K |
| Keebeck Wealth Management | 0.06% | Reduce -28.6% | 8,039 | $473K |
| ProVise Management Group, LLC | 0.04% | No change | 8,038 | $472K |
| Physician Wealth Solutions Inc. | 0.22% | Add +10.8% | 8,038 | $472K |
| Washington Capital Management, Inc. | 0.35% | Add +14.3% | 8,000 | $470K |
| Park Square Financial Group, LLC | 0.34% | Add +5.1% | 7,920 | $466K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $459K |
| Essential Planning, LLC. | 0.17% | Add +2.5% | 7,712 | $453K |
| FLP Wealth Management, LLC | 1.27% | Reduce -12.7% | 7,706 | $453K |
| Charis Legacy Partners, LLC | 0.74% | Reduce -8.8% | 7,679 | $451K |
| Cadence Bank | 0.03% | Add +19.6% | 7,662 | $450K |
| Procyon Advisors, LLC | 0.04% | New | 7,638 | $449K |
| Cedar Wealth Management, LLC | 0.15% | Add +0.6% | 7,629 | $448K |
| Lake Hills Wealth Management, LLC | 0.26% | Reduce -86.1% | 7,588 | $446K |
| Meridian Wealth Partners, LLC | 0.06% | Add +0.4% | 7,525 | $442K |
| Brave Asset Management Inc. | 0.12% | Reduce -0.1% | 7,519 | $442K |
| Inlight Wealth Management, LLC | 0.23% | Add +51.2% | 7,514 | $442K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -6.7% | 7,460 | $437K |
| Grandview Asset Management LLC | 0.14% | Add +43.1% | 7,422 | $436K |
| Essex Financial Services, Inc. | 0.03% | Reduce -4.2% | 7,358 | $433K |
| Life Line Wealth Management LLC | 0.14% | Add +1.0% | 7,355 | $432K |
| Trivium Point Advisory, LLC | 0.05% | Add +29.7% | 7,334 | $431K |
| Composition Wealth, LLC | 0.01% | No change | 7,286 | $428K |
| Ascentis Independent Advisors | 0.08% | New | 7,221 | $424K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.0% | 7,216 | $424K |
| Choreo, LLC | 0.01% | Add +0.5% | 7,180 | $422K |
| AllSquare Wealth Management LLC | 0.23% | No change | 7,088 | $417K |
| Atticus Wealth Management, LLC | 0.11% | Add +22.4% | 7,086 | $417K |
| Kendall Capital Management | 0.11% | Reduce -0.6% | 7,015 | $412K |
| Advyzon Investment Management, LLC | 0.09% | Add +86787.5% | 6,951 | $409K |
| Alliancebernstein L.P. | 0.00% | New | 6,951 | $409K |
| Vicus Capital | 0.03% | Add +1.0% | 6,908 | $406K |
| Rockwood Wealth Management, LLC | 0.04% | Add +56.9% | 6,886 | $405K |
| StoneX Group Inc. | 0.02% | Add +0.5% | 6,876 | $404K |
| BridgePort Financial Solutions, LLC | 0.13% | New | 6,857 | $403K |
| Principal Securities, Inc. | 0.01% | Reduce -13.4% | 6,834 | $402K |
| Snider Financial Group | 0.11% | No change | 6,744 | $396K |
| Diversify Advisory Services, LLC | 0.01% | Add +14.6% | 6,700 | $393K |
| CVA Family Office, LLC | 0.05% | Reduce -0.7% | 6,570 | $386K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -16.1% | 6,551 | $385K |
| IFG Advisory, LLC | 0.02% | Add +2.1% | 6,428 | $378K |
| Lloyd Advisory Services, LLC. | 0.18% | Add +19.7% | 6,400 | $376K |
| L.M. Kohn & Company | 0.10% | Reduce -0.5% | 6,388 | $375K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -40.6% | 6,362 | $374K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.8% | 6,287 | $370K |
| FMR LLC | 0.00% | Add +23.4% | 6,258 | $368K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -43.5% | 6,246 | $367K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -20.8% | 6,222 | $366K |
| Semmax Financial Advisors Inc. | 0.09% | New | 6,065 | $355K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.4% | 6,026 | $354K |
| Brown Financial Advisory | 0.20% | Add +28.4% | 6,015 | $354K |
| Sfmg, LLC | 0.03% | No change | 5,987 | $352K |
| Warwick Investment Management, Inc. | 0.07% | New | 5,981 | $352K |
| Hurlow Wealth Management Group, Inc. | 0.10% | No change | 5,977 | $351K |
| Sage Financial Management Group, Inc. | 0.12% | Reduce -7.3% | 5,879 | $346K |
| Laraway Financial Advisors Inc | 0.26% | Reduce -13.9% | 5,884 | $346K |
| LifePlan Investment Advisors, Inc. | 0.17% | New | 5,812 | $342K |
| Coston, McIsaac & Partners | 0.09% | Add +224.1% | 5,791 | $340K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +24.2% | 5,742 | $337K |
| NorthLanding Financial Partners, LLC | 0.30% | Add +1.1% | 5,736 | $337K |
| Jacobi Capital Management LLC | 0.02% | Add +46.0% | 5,688 | $334K |
| D'Orazio & Associates, Inc. | 0.05% | New | 5,686 | $334K |
| Maridea Wealth Management LLC | 0.09% | Add +3.1% | 5,600 | $329K |
| Gibraltar Capital Management, Inc. | 0.06% | Add +9.4% | 5,592 | $329K |
| Timonier Family Office, LTD. | 0.12% | Reduce -28.1% | 5,504 | $324K |
| Enclave Advisors LLC | 0.05% | Reduce -4.2% | 5,502 | $323K |
| Easterly Investment Partners LLC | 0.02% | No change | 5,489 | $323K |
| Keybank National Association | 0.00% | Reduce -2.3% | 5,436 | $320K |
| Florida Trust Wealth Management Co | 0.01% | New | 5,358 | $315K |
| Alteri Wealth LLC | 0.12% | New | 5,274 | $310K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -26.0% | 5,262 | $309K |
| Cora Capital Advisors LLC | 0.14% | No change | 5,250 | $309K |
| My Personal CFO, LLC | 0.14% | No change | 5,236 | $308K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +15.9% | 5,224 | $307K |
| D.B. Root & Company, LLC | 0.09% | No change | 5,174 | $304K |
| Nicolet Bankshares Inc. | 0.05% | New | 5,164 | $304K |
| Northeast Financial Group, Inc. | 0.10% | Reduce -26.8% | 5,125 | $301K |
| Melfa Wealth Management, Inc. | 0.19% | Add +20.1% | 5,102 | $300K |
| Brighton Jones LLC | 0.01% | Add +8.5% | 5,090 | $299K |
| Aries Wealth Management | 0.08% | No change | 5,063 | $298K |
| Pacific Financial Group Inc. | 0.23% | Reduce -0.2% | 4,983 | $293K |
| GeoWealth Management, LLC | 0.01% | Add +75.3% | 4,981 | $293K |
| Schiavi & Co LLC | 0.10% | Reduce -14.4% | 4,929 | $290K |
| Parkworth Wealth Management, Inc. | 0.21% | Add +23.9% | 4,906 | $288K |
| Kraft Asset Management, LLC | 0.27% | Reduce -13.3% | 4,875 | $287K |
| BBR Partners, LLC | 0.02% | No change | 4,837 | $284K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +861.5% | 4,798 | $282K |
| Clear Point Advisors Inc. | 0.24% | Add +23.3% | 4,762 | $280K |
| St. Clair Advisors, LLC | 0.07% | New | 4,691 | $276K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -21.4% | 4,660 | $273K |
| Mach-1 Financial Group, LLC | 0.08% | No change | 4,632 | $272K |
| Bush Investment Group, LLC | 0.18% | Reduce -21.7% | 4,601 | $270K |
| PBMares Wealth Management LLC | 0.05% | No change | 4,548 | $267K |
| Crabel Capital Management, LLC | 0.16% | New | 4,546 | $267K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -8.6% | 4,543 | $267K |
| FSA Advisors, Inc. | 0.22% | Reduce -24.8% | 4,531 | $266K |
| 2UniFi Bank | 0.15% | Add +10.3% | 4,479 | $263K |
| One Day In July LLC | 0.02% | Reduce -43.5% | 4,459 | $262K |
| Tilson Financial Group, Inc. | 0.10% | Add +0.6% | 4,461 | $262K |
| Sandbox Financial Partners, LLC | 0.08% | No change | 4,439 | $261K |
| Wolverine Trading, LLC | 0.01% | New | 4,437 | $261K |
| E&G Advisors, LLC | 0.07% | No change | 4,425 | $260K |
| Maxele Advisors, LLC | 0.22% | Reduce -2.3% | 4,325 | $254K |
| CX Institutional | 0.01% | Add +1.3% | 4,318 | $254K |
| Planning Center, Inc. | 0.03% | No change | 4,321 | $254K |
| Meritas Wealth Management, LLC | 0.14% | Add +1.1% | 4,297 | $253K |
| National Philanthropic Trust | 0.00% | No change | 4,285 | $252K |
| Astra Wealth Partners LLC | 0.20% | Add +22.4% | 4,284 | $252K |
| Trust Point Inc. | 0.02% | Reduce -31.9% | 4,236 | $249K |
| Berger Financial Group, Inc | 0.02% | No change | 4,194 | $247K |
| Transce3nd, LLC | 0.10% | Reduce -52.9% | 4,173 | $245K |
| Sunflower Bank, N.A. | 0.06% | New | 4,131 | $243K |
| Modern Wealth Management, LLC | 0.01% | Add +4.4% | 4,118 | $242K |
| Fourpath Capital Management, LLC | 0.04% | No change | 4,106 | $241K |
| Trust Co. of Vermont | 0.01% | Add +277.4% | 4,061 | $239K |
| Innova Wealth Partners | 0.14% | Reduce -3.0% | 4,049 | $238K |
| Steel Grove Capital Advisors, LLC | 0.03% | Reduce -47.5% | 4,039 | $237K |
| Brickley Wealth Management | 0.05% | No change | 4,008 | $236K |
| Narus Financial Partners, LLC | 0.07% | No change | 4,000 | $235K |
| Verum Partners LLC | 0.05% | Reduce -38.4% | 3,993 | $235K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -16.2% | 3,984 | $234K |
| Jim Saulnier & Associates, LLC | 0.16% | Reduce -22.0% | 3,961 | $233K |
| IFP Advisors, Inc | 0.01% | Reduce -86.5% | 3,951 | $232K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 3,963 | $232K |
| Whitegate Investment Counselors, Inc. | 0.08% | Add +7.5% | 3,915 | $230K |
| West Paces Advisors Inc. | 0.05% | New | 3,908 | $230K |
| Intergy Private Wealth, LLC | 0.08% | New | 3,906 | $230K |
| Unique Wealth Strategies, LLC | 0.10% | New | 3,904 | $230K |
| Basso Capital Management, L.P. | 0.17% | Reduce -18.6% | 3,892 | $229K |
| Legacy PCG, LLC | 0.15% | No change | 3,884 | $228K |
| IMPACTfolio, LLC | 0.11% | Add +6.0% | 3,849 | $226K |
| Victory Financial Group, LLC | 0.04% | New | 3,840 | $226K |
| Trinity Wealth Management, LLC | 0.09% | New | 3,835 | $225K |
| Capital Analysts, LLC | 0.01% | Add +5.4% | 3,825 | $225K |
| XTX Topco Ltd | 0.01% | New | 3,812 | $224K |
| ABLE Financial Group, LLC | 0.05% | No change | 3,794 | $223K |
| JFG Wealth Management, LLC | 0.05% | Reduce -4.5% | 3,776 | $222K |
| Uptown Financial Advisors LLC | 0.21% | No change | 3,762 | $221K |
| Tobias Financial Advisors, Inc. | 0.04% | New | 3,758 | $221K |
| Farmers National Bank | 0.06% | No change | 3,752 | $221K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -69.0% | 3,748 | $220K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.9% | 3,697 | $217K |
| Mission Wealth Management, LP | 0.00% | Reduce -4.1% | 3,693 | $217K |
| AlTi Global, Inc. | 0.01% | No change | 3,692 | $217K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 3,685 | $217K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $214K |
| Stratos Investment Management, LLC | 0.01% | New | 3,624 | $213K |
| Hanson & Doremus Investment Management | 0.03% | Reduce -6.8% | 3,604 | $212K |
| True Link Financial Advisors, LLC | 0.01% | New | 3,584 | $211K |
| Wbi Investments, LLC | 0.05% | Reduce -18.9% | 3,572 | $210K |
| Dynamic Wealth Strategies, LLC | 0.15% | Reduce -6.4% | 3,556 | $209K |
| Summit Financial, LLC | 0.00% | New | 3,500 | $206K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 3,500 | $206K |
| Simmons Bank | 0.01% | Add +1.7% | 3,487 | $205K |
| Envision Financial Planning, LLC | 0.10% | Reduce -7.8% | 3,470 | $204K |
| Genesis Private Wealth, LLC | 0.10% | Reduce -11.4% | 3,442 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.0% | 3,411 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.7% | 3,407 | $200K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 3,336 | $196K |
| NBT Bank, N.A. | 0.01% | No change | 3,269 | $192K |
| Webster Bank, N. A. | 0.02% | No change | 3,214 | $189K |
| Register Financial Advisors LLC | 0.08% | New | 3,113 | $183K |
| SouthState Bank Corp | 0.01% | New | 3,059 | $180K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -0.5% | 3,036 | $178K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,000 | $176K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -7.8% | 2,986 | $176K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,982 | $175K |
| Stone House Investment Management, LLC | 0.03% | Add +688.3% | 2,972 | $175K |
| Fifth Third Bancorp | 0.00% | No change | 2,754 | $162K |
| General Partner, Inc. | 0.09% | No change | 2,700 | $159K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.9% | 2,552 | $150K |
| Perkins Coie Trust Co | 0.03% | New | 2,522 | $148K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 2,500 | $147K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -6.5% | 2,476 | $146K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -17.6% | 2,353 | $138K |
| Addison Advisors LLC | 0.03% | Reduce -3.5% | 2,315 | $136K |
| Woodside Wealth Management LLC | 0.12% | No change | 2,300 | $135K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $135K |
| North Star Investment Management Corp. | 0.01% | Add +1.0% | 2,260 | $133K |
| Banque Cantonale Vaudoise | 0.01% | Add +83.9% | 2,211 | $130K |
| Private Trust Co. NA | 0.01% | No change | 2,067 | $121K |
| Fairscale Capital, LLC | 0.09% | No change | 2,033 | $119K |
| Clearstead Advisors, LLC | 0.00% | Reduce -51.0% | 1,922 | $113K |
| Pacifica Partners Inc. | 0.04% | No change | 1,735 | $102K |
| WealthShield Partners, LLC | 0.01% | No change | 1,691 | $99K |
| Avalon Trust Co | 0.01% | Add +454.5% | 1,669 | $98K |
| Larson Financial Group LLC | 0.00% | Add +23.5% | 1,657 | $97K |
| Financial Management Professionals, Inc. | 0.01% | Add +1.1% | 1,633 | $96K |
| Integrity Financial Corp | 0.05% | No change | 1,541 | $91K |
| Union Savings Bank | 0.04% | No change | 1,479 | $87K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,444 | $85K |
| REAP Financial Group, LLC | 0.02% | Reduce -7.3% | 1,430 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -95.1% | 1,362 | $80K |
| Twin Lakes Capital Management, LLC | 0.05% | No change | 1,358 | $80K |
| Fairman Group, LLC | 0.06% | Reduce -4.4% | 1,330 | $78K |
| Dunhill Financial, LLC | 0.02% | New | 1,294 | $76K |
| Brooklyn Investment Group | 0.01% | New | 1,239 | $73K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -17.5% | 1,208 | $71K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,184 | $70K |
| Rossby Financial, LCC | 0.02% | Reduce -17.6% | 1,128 | $66K |
| Creekmur Asset Management LLC | 0.01% | Add +21.7% | 1,077 | $63K |
| Pineridge Advisors LLC | 0.02% | Reduce -47.3% | 1,053 | $62K |
| Topsail Wealth Management, LLC | 0.01% | New | 999 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 997 | $59K |
| Minot DeBlois Advisors LLC | 0.06% | Reduce -46.2% | 995 | $58K |
| IMA Advisory Services, Inc. | 0.01% | Add +1.0% | 967 | $57K |
| TCTC Holdings, LLC | 0.00% | Add +182.1% | 962 | $57K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 957 | $56K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -4.9% | 900 | $53K |
| Bogart Wealth, LLC | 0.00% | Add +107.8% | 883 | $52K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 875 | $51K |
| Caldwell Trust Co | 0.01% | Reduce -63.2% | 864 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 857 | $50K |
| Rothschild Investment LLC | 0.00% | New | 850 | $50K |
| Archer Investment Corp | 0.01% | Add +0.4% | 827 | $49K |
| S.A. Mason LLC | 0.02% | No change | 820 | $48K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 817 | $48K |
| Sound Income Strategies, LLC | 0.00% | Add +10.1% | 815 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 778 | $46K |
| Cornerstone Planning Group LLC | 0.01% | New | 750 | $44K |
| Grove Bank & Trust | 0.01% | No change | 746 | $44K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.02% | No change | 743 | $44K |
| Nalls Sherbakoff Group, LLC | 0.03% | Reduce -44.7% | 741 | $44K |
| Hollencrest Capital Management | 0.00% | New | 714 | $42K |
| Chesapeake Asset Management LLC | 0.04% | No change | 687 | $40K |
| Reyes Financial Architecture, Inc. | 0.03% | New | 617 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -21.9% | 592 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Add +204.8% | 576 | $34K |
| DecisionPoint Financial, LLC | 0.01% | No change | 560 | $33K |
| Holos Integrated Wealth LLC | 0.02% | No change | 492 | $29K |
| Ancora Advisors LLC | 0.00% | Add +159.0% | 474 | $28K |
| Berkshire Money Management, Inc. | 0.00% | New | 460 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -96.7% | 460 | $27K |
| Vision Financial Markets LLC | 0.03% | No change | 451 | $27K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -5.0% | 432 | $25K |
| FWL Investment Management, LLC | 0.01% | No change | 414 | $24K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 395 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +1.0% | 394 | $23K |
| Colonial Trust Co / SC | 0.00% | Reduce -5.8% | 390 | $23K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 381 | $22K |
| Eukles Asset Management | 0.01% | No change | 344 | $20K |
| Asset Dedication, LLC | 0.00% | Add +40.6% | 315 | $19K |
| Daiwa Securities Group Inc. | 0.00% | New | 298 | $18K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 290 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 289 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 289 | $17K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -89.5% | 281 | $17K |
| Crews Bank & Trust | 0.00% | No change | 280 | $16K |
| 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 |
| Stephens Consulting, LLC | 0.00% | Add +0.9% | 228 | $13K |
| Aventura Private Wealth, LLC | 0.01% | No change | 212 | $12K |
| Key Financial Inc | 0.00% | Reduce -34.3% | 207 | $12K |
| 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 |
| Motco | 0.00% | Reduce -79.3% | 169 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 167 | $10K |
| Graney & King, LLC | 0.01% | No change | 155 | $9K |
| Bessemer Group Inc. | 0.00% | No change | 126 | $7K |
| Bellwether Advisors, LLC | 0.00% | No change | 118 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.9% | 112 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $6K |
| Hopwood Financial Services, Inc. | 0.00% | Reduce -80.5% | 100 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 100 | $6K |
| Kilter Group LLC | 0.00% | New | 62 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -55.3% | 59 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 44 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 43 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 37 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 41 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 33 | $2K |
| Olistico Wealth, LLC | 0.00% | New | 27 | $2K |
| Balentine LLC | 0.00% | No change | 17 | $1K |
| Simplex Trading, LLC | 0.00% | No change | 32 | $1K |
| Beacon Capital Management, LLC | 0.00% | New | 15 | $888 |
| Angeles Wealth Management, LLC | 0.00% | New | 5 | $294 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $176 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $117 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $59 |
| Rakuten Securities, Inc. | 0.00% | Reduce -93.3% | 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.