Vanguard Short-Term TreasuryVGSHETF
13F holders, Q3 2025 (September 30)938holders −7
79new positions
78sold out
3famous investors
$58.91avg. 13F price*
At the end of Q3 2025, 938 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, down 7 from Q2 2025. 79 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), Morgan Stanley ($1.3B) and Bank of America Corp. ($582.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $105.7M |
| Exits | 78 | $156.0M |
All 13F filers, Q2 2025 → Q3 2025: 20,743,111 shares bought and 20,136,287 shares sold, net +606,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 938 holders
| JPMorgan Chase & Co. | 0.10% | Add +0.8% | 25,550,595 | $1.5B |
| Morgan Stanley | 0.08% | Add +7.8% | 22,083,951 | $1.3B |
| Bank of America Corp. | 0.04% | Add +13.3% | 9,899,709 | $582.6M |
| Northern Trust Corp. | 0.06% | Add +20.9% | 8,089,142 | $476.0M |
| Orgel Wealth Management, LLC | 10.10% | Add +3.1% | 7,525,339 | $442.9M |
| Baird Financial Group, Inc. | 0.63% | Add +16.5% | 6,698,032 | $394.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -8.4% | 5,451,794 | $320.8M |
| State Street Corp. | 0.01% | Add +6.0% | 4,400,000 | $258.9M |
| NorthRock Partners, LLC | 4.67% | Add +7.0% | 4,390,569 | $258.4M |
| Rwa Wealth Partners, LLC | 2.86% | Add +9.4% | 4,283,808 | $252.1M |
| Cerity Partners LLC | 0.38% | Add +7.7% | 3,961,733 | $233.1M |
| Wells Fargo & Company | 0.05% | Add +0.2% | 3,777,381 | $222.3M |
| Ameriprise Financial Inc. | 0.05% | Add +25.9% | 3,345,831 | $196.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.9% | 3,327,522 | $195.8M |
| M&T Bank Corp | 0.65% | Add +4.5% | 3,304,516 | $194.5M |
| Raymond James Financial Inc. | 0.06% | Add +2.6% | 3,263,978 | $192.1M |
| LPL Financial LLC | 0.05% | Add +16.7% | 2,717,798 | $159.9M |
| Partners Capital Investment Group, LLP | 5.78% | Reduce -5.7% | 2,470,830 | $145.4M |
| Summit Trail Advisors, LLC | 1.93% | Add +2.4% | 2,376,345 | $139.8M |
| UBS Group AG | 0.03% | Reduce -2.8% | 2,348,346 | $138.2M |
| Pure Financial Advisors, LLC | 2.19% | Add +8.8% | 2,336,312 | $137.5M |
| Royal Bank of Canada | 0.02% | Add +2.8% | 2,096,549 | $123.4M |
| Smithfield Trust Co | 5.47% | Add +1.7% | 2,078,207 | $122.3M |
| HighTower Advisors, LLC | 0.13% | Add +4.8% | 1,994,135 | $117.4M |
| Acropolis Investment Management, LLC | 5.80% | Add +3.3% | 1,941,060 | $114.1M |
| Blue Trust, Inc. | 1.27% | Add +1.1% | 1,925,396 | $113.3M |
| Brown Advisory Inc. | 0.13% | Add +6.3% | 1,717,641 | $101.1M |
| TD Private Client Wealth LLC | 2.14% | Add +14.4% | 1,615,766 | $95.1M |
| MAI Capital Management | 0.59% | Add +6.0% | 1,593,430 | $93.8M |
| Creative Planning | 0.07% | Add +6.9% | 1,592,397 | $93.7M |
| Osaic Holdings, Inc. | 0.12% | Add +15.7% | 1,434,687 | $84.5M |
| Valmark Advisers, Inc. | 1.00% | Add +3.0% | 1,311,756 | $77.2M |
| Advisory Alpha, LLC | 2.10% | Add +4.1% | 1,283,845 | $75.4M |
| First Financial Bankshares Inc | 1.54% | Add +4.4% | 1,270,773 | $74.8M |
| Penserra Capital Management LLC | 0.89% | Add +250.8% | 1,266,655 | $74.5M |
| Cambridge Associates LLC /Ma/ | 1.36% | Add +45.5% | 1,261,797 | $74.2M |
| Nepc LLC | 1.90% | No change | 1,226,718 | $72.2M |
| Evensky & Katz LLC | 4.17% | Add +3.9% | 1,220,956 | $71.9M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +38.7% | 1,218,458 | $71.7M |
| Retirement Planning Group, LLC | 2.34% | Add +1216.3% | 1,143,299 | $67.3M |
| Truist Financial Corp. | 0.09% | Add +1.7% | 1,131,010 | $66.6M |
| First Command Advisory Services, Inc. | 0.47% | Add +5.5% | 1,099,462 | $64.7M |
| Coldstream Capital Management Inc. | 0.87% | Reduce -9.2% | 1,095,184 | $64.5M |
| NorthCoast Asset Management LLC | 0.25% | Reduce -1.9% | 1,069,672 | $63.0M |
| Cetera Investment Advisers | 0.07% | Reduce -47.3% | 1,067,982 | $62.9M |
| Miller Investment Management, LP | 6.28% | Add +2.6% | 1,062,022 | $62.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.24% | Add +3.4% | 1,047,642 | $61.7M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -1.9% | 1,016,597 | $59.8M |
| Trustmark Bank Trust Department | 3.86% | Add +28.7% | 1,010,356 | $59.5M |
| Chemistry Wealth Management LLC | 11.37% | Add +2.8% | 1,001,505 | $58.9M |
| Mayport, LLC | 12.02% | Add +26.4% | 943,038 | $55.5M |
| Cornerstone Wealth Advisors, Inc. | 12.81% | Add +4.4% | 899,185 | $52.9M |
| Presilium Private Wealth, LLC | 10.00% | Add +9.4% | 894,469 | $52.6M |
| Strata Wealth Advisors, LLC | 13.81% | Reduce -5.9% | 888,930 | $52.3M |
| Oak Harvest Investment Services | 6.04% | Add +3.2% | 879,579 | $51.8M |
| Citigroup Inc. | 0.04% | Reduce -6.0% | 871,626 | $51.3M |
| AE Wealth Management LLC | 0.33% | Add +5.2% | 869,346 | $51.2M |
| New York Life Investment Management LLC | 0.45% | Reduce -43.6% | 865,757 | $50.9M |
| Mercer Global Advisors Inc. | 0.08% | Add +34.4% | 858,447 | $50.5M |
| Nomura Asset Management Co. Ltd. | 0.13% | Reduce -41.2% | 854,477 | $50.3M |
| Elm Partners Management LLC | 2.48% | Add +126.8% | 840,034 | $49.4M |
| Ami Investment Management Inc. | 11.19% | Add +2.0% | 819,368 | $48.2M |
| Falcon Wealth Planning | 4.32% | Add +8.6% | 815,781 | $48.0M |
| Insight 2811, Inc. | 21.26% | Add +2.4% | 810,718 | $47.7M |
| Patten & Patten Inc. | 2.79% | Add +8.7% | 807,675 | $47.5M |
| Wealth Dimensions Group, Ltd. | 9.29% | Add +3.7% | 767,539 | $45.2M |
| Foster Group, Inc. | 1.40% | Add +3.4% | 758,061 | $44.6M |
| Portland Global Advisors LLC | 4.92% | Add +6.1% | 748,400 | $44.0M |
| Federation des caisses Desjardins du Quebec | 0.17% | Reduce -1.3% | 745,094 | $43.8M |
| 49 Wealth Management, LLC | 4.08% | Add +454.7% | 734,575 | $43.2M |
| 1834 Investment Advisors Co. | 5.13% | Reduce -0.0% | 710,683 | $41.8M |
| Mariner, LLC | 0.05% | Add +5.5% | 700,760 | $41.2M |
| Alta Advisers Ltd | 11.59% | Add +66.3% | 663,026 | $37.9M |
| American Money Management, LLC | 6.19% | Add +3.3% | 629,869 | $37.1M |
| Vanguard Group Inc. | 0.00% | Add +7.0% | 628,040 | $37.0M |
| Old National Bancorp | 0.63% | Reduce -10.1% | 627,317 | $36.9M |
| Johns Hopkins University | 2.02% | No change | 616,877 | $36.3M |
| Gould Asset Management LLC | 6.25% | Add +3.2% | 571,558 | $33.6M |
| Arista Wealth Management, LLC | 4.00% | Add +7.4% | 546,639 | $32.2M |
| Opus Capital Group, LLC | 3.62% | Add +5.1% | 546,534 | $32.2M |
| Five Oceans Advisors | 11.82% | Add +20.0% | 546,103 | $32.1M |
| Vernal Point Advisors, LLC | 13.82% | Reduce -17.9% | 544,563 | $32.0M |
| Carnegie Investment Counsel | 0.60% | Add +1.0% | 539,055 | $31.7M |
| Armstrong Advisory Group, Inc. | 2.24% | Reduce -37.3% | 538,794 | $31.7M |
| Maseco LLP | 1.53% | Reduce -22.2% | 537,211 | $31.6M |
| MainStreet Investment Advisors LLC | 4.22% | Add +3.7% | 533,738 | $31.4M |
| Brookstone Capital Management | 0.37% | Add +1.5% | 532,301 | $31.3M |
| MassMutual Private Wealth & Trust, FSB | 0.80% | Add +3.5% | 531,957 | $31.3M |
| Pacific Sage Partners, LLC | 5.22% | Add +11.0% | 529,421 | $31.2M |
| Facet Wealth, Inc. | 0.64% | Add +1.3% | 529,073 | $31.1M |
| Franklin Resources Inc. | 0.01% | Add +7.3% | 524,754 | $30.9M |
| Bleakley Financial Group, LLC | 0.71% | Add +3.4% | 518,021 | $30.5M |
| Scopus Asset Management, L.P. | 0.72% | No change | 512,714 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -66.0% | 501,567 | $29.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -27.3% | 491,020 | $28.9M |
| Haverford Trust Co | 0.26% | Add +8.3% | 489,480 | $28.8M |
| Winch Advisory Services, LLC | 6.43% | Add +0.2% | 485,897 | $28.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.2% | 482,038 | $28.3M |
| Cordant, Inc. | 12.72% | Add +4.1% | 478,702 | $28.2M |
| Stephens Inc. | 0.35% | Add +4.2% | 462,737 | $27.2M |
| Level Financial Advisors | 7.40% | Add +6.5% | 446,325 | $26.3M |
| Wolff Financial Management LLC | 5.99% | Add +21.2% | 438,551 | $25.8M |
| Morling Financial Advisors, LLC | 8.54% | Add +7.2% | 437,192 | $25.7M |
| Compass Wealth Management, LLC | 11.22% | Add +235.0% | 430,511 | $25.3M |
| Creative Financial Designs Inc. | 1.69% | Add +10.2% | 428,041 | $25.2M |
| Country Club Bank | 1.49% | Add +9.5% | 427,291 | $25.1M |
| Park Avenue Securities LLC | 0.19% | Add +11.1% | 417,092 | $24.5M |
| Strategic Point Investment Advisors, LLC | 3.50% | Add +3.0% | 413,919 | $24.4M |
| NewSquare Capital LLC | 1.61% | Add +4.8% | 403,568 | $23.7M |
| Efficient Advisors, LLC | 1.32% | Add +6.7% | 397,023 | $23.4M |
| Stratos Wealth Advisors, LLC | 1.11% | Add +4.0% | 390,324 | $23.0M |
| Jaffetilchin Investment Partners, LLC | 1.37% | Add +7.1% | 388,182 | $22.8M |
| Salomon & Ludwin, LLC | 2.04% | Add +3.3% | 385,731 | $22.7M |
| Charles Schwab Trust Co | 1.52% | Add +1.6% | 381,585 | $22.5M |
| Regions Financial Corp. | 0.15% | Reduce -1.3% | 380,916 | $22.4M |
| Peak Asset Management, LLC | 3.75% | Add +5.1% | 364,778 | $21.5M |
| Obsidian Cio, LLC | 2.79% | Add +10.2% | 360,936 | $21.2M |
| Shah Capital Management | 3.75% | Reduce -4.7% | 356,528 | $21.0M |
| Global Wealth Management Investment Advisory, Inc. | 3.50% | Add +3.6% | 355,094 | $20.9M |
| MML Investors Services, LLC | 0.05% | Add +1.0% | 345,623 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.1% | 344,803 | $20.3M |
| Wellspring Financial Advisors, LLC | 1.85% | New | 341,599 | $20.1M |
| Foundations Investment Advisors, LLC | 0.28% | Reduce -6.7% | 323,997 | $19.1M |
| WBH Advisory Inc. | 1.42% | Reduce -4.6% | 315,052 | $18.5M |
| VSM Wealth Advisory, LLC | 5.75% | Add +4.6% | 231,320 | $18.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +1.5% | 309,400 | $18.2M |
| Mill Creek Capital Advisors, LLC | 0.37% | Add +0.2% | 308,243 | $18.1M |
| Human Investing LLC | 2.65% | Add +10.7% | 304,871 | $17.9M |
| Anderson Hoagland & Co. | 1.59% | Add +3.7% | 301,187 | $17.7M |
| Farther Finance Advisors, LLC | 0.27% | Add +27.7% | 300,836 | $17.7M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +2.8% | 298,935 | $17.6M |
| Corient Private Wealth LP | 0.03% | Reduce -79.8% | 298,294 | $17.6M |
| Seven Mile Advisory | 2.86% | Add +915.1% | 296,817 | $17.5M |
| Axxcess Wealth Management, LLC | 0.36% | Add +10.9% | 292,883 | $17.2M |
| Lowe Brockenbrough & Co. Inc. | 0.86% | Add +10.5% | 284,791 | $16.8M |
| Cascade Wealth Advisors, Inc | 8.21% | Add +52.8% | 283,882 | $16.7M |
| Allen Investment Management, LLC | 0.18% | No change | 281,813 | $16.6M |
| Prudential PLC | 0.12% | Reduce -1.9% | 276,681 | $16.3M |
| Montag A & Associates Inc. | 0.74% | Reduce -5.2% | 270,854 | $15.9M |
| Scratch Capital LLC | 10.48% | Add +3.5% | 269,854 | $15.9M |
| Orser Capital Management, LLC | 8.33% | Add +52.0% | 269,000 | $15.8M |
| Capital Investment Services of America, Inc. | 1.38% | Add +19.4% | 263,512 | $15.5M |
| Vise Technologies, Inc. | 0.57% | Add +9.7% | 261,477 | $15.4M |
| Northwest Wealth Management, LLC | 2.47% | Reduce -1.7% | 254,511 | $15.0M |
| Voisard Asset Management Group, Inc. | 3.43% | Add +2.5% | 251,635 | $14.8M |
| Patriot Investment Management Group, Inc. | 0.96% | Add +5.1% | 249,724 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.3% | 246,740 | $14.5M |
| Ullmann Wealth Partners Group, LLC | 1.58% | Add +14.0% | 245,192 | $14.4M |
| Studio Investment Management LLC | 2.71% | Add +20.9% | 244,320 | $14.4M |
| Integrated Wealth Concepts LLC | 0.13% | Add +6.7% | 243,710 | $14.3M |
| Rogco, LP | 5.03% | Add +4.9% | 243,073 | $14.3M |
| Private Advisor Group, LLC | 0.07% | Add +4.6% | 240,480 | $14.2M |
| TrueWealth Financial Partners | 7.17% | Add +62.3% | 238,797 | $14.1M |
| Whitcomb & Hess, Inc. | 3.56% | Add +8.3% | 235,286 | $13.8M |
| Conservest Capital Advisors, Inc. | 1.28% | Reduce -0.9% | 234,881 | $13.8M |
| Drum Hill Capital, LLC | 15.01% | Add +0.7% | 231,279 | $13.6M |
| Harbour Investments, Inc. | 0.31% | Add +8.0% | 231,263 | $13.6M |
| American Assets Capital Advisers, LLC | 14.34% | No change | 230,855 | $13.6M |
| American Assets Investment Management, LLC | 1.00% | No change | 230,855 | $13.6M |
| Jones Financial Companies LLLP | 0.01% | Add +41.6% | 227,581 | $13.4M |
| Kure Advisory, LLC | 8.16% | Add +2.5% | 224,576 | $13.2M |
| Montecito Bank & Trust | 2.04% | — | 223,416 | $13.1M |
| Investure, LLC | 0.81% | No change | 222,200 | $13.1M |
| Cypress Capital, LLC | 3.73% | Reduce -4.1% | 221,277 | $13.0M |
| McLean Asset Management Corp | 2.67% | Add +27.5% | 220,334 | $12.9M |
| Capital Investment Advisory Services, LLC | 1.02% | Add +7.2% | 219,304 | $12.9M |
| MOKAN Wealth Management Inc. | 6.48% | Add +4.0% | 218,903 | $12.9M |
| Websterrogers Financial Advisors, LLC | 3.82% | Add +6.8% | 216,603 | $12.7M |
| Bokf, NA | 0.19% | Add +30.9% | 209,786 | $12.3M |
| Nicolet Advisory Services, LLC | 0.94% | Reduce -1.4% | 205,899 | $12.1M |
| Chicago Partners Investment Group LLC | 0.32% | Add +0.0% | 204,756 | $12.1M |
| Kings Path Partners LLC | 4.41% | Add +9.2% | 203,433 | $12.0M |
| Apella Capital, LLC | 0.26% | Add +14.5% | 200,724 | $11.8M |
| Arkadios Wealth Advisors | 0.29% | Add +4.2% | 198,150 | $11.7M |
| Unison Advisors LLC | 1.06% | Reduce -0.8% | 197,933 | $11.6M |
| National Bank of Canada | 0.01% | Add +8.8% | 197,746 | $11.6M |
| NewEdge Wealth, LLC | 0.16% | Add +11.6% | 195,868 | $11.5M |
| GEN Financial Management, INC. | 9.80% | Reduce -12.4% | 193,066 | $11.4M |
| Focus Partners Wealth | 0.02% | Reduce -21.3% | 192,328 | $11.3M |
| Element Pointe Advisors, LLC | 2.38% | Add +10.2% | 189,826 | $11.2M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -28.8% | 188,432 | $11.1M |
| Deane Retirement Strategies, Inc. | 4.71% | Reduce -1.2% | 185,967 | $10.9M |
| Hilton Capital Management, LLC | 0.88% | Reduce -60.3% | 185,231 | $10.9M |
| Empowered Funds, LLC | 0.11% | Add +3.0% | 185,399 | $10.9M |
| Sollinda Capital Management LLC | 2.94% | Reduce -0.5% | 182,500 | $10.7M |
| Horizon Financial Services, LLC | 5.11% | Reduce -1.9% | 181,881 | $10.7M |
| SCS Capital Management LLC | 0.12% | Reduce -95.8% | 180,445 | $10.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -15.7% | 180,033 | $10.6M |
| Lazard Asset Management LLC | 0.01% | New | 175,709 | $10.3M |
| SoundView Advisors Inc. | 3.51% | New | 52,449 | $10.3M |
| Dai-ichi Life Holdings, Inc. | 9.78% | Reduce -42.0% | 172,200 | $10.1M |
| Greenwood Capital Associates LLC | 1.16% | Reduce -1.4% | 171,396 | $10.1M |
| HM Payson & Co. | 0.14% | Add +3.2% | 170,007 | $10.0M |
| ARK & TLK Investments, LLC | 3.16% | Reduce -3.9% | 169,240 | $10.0M |
| EPG Wealth Management LLC | 2.69% | Add +5.2% | 166,206 | $9.8M |
| Beverly Hills Private Wealth, LLC | 1.74% | Reduce -6.2% | 165,352 | $9.7M |
| Middleton & Co. Inc. | 1.05% | Add +0.3% | 164,874 | $9.7M |
| Roundview Capital LLC | 0.60% | Add +0.7% | 162,404 | $9.6M |
| Elite Financial, Inc. | 4.36% | Reduce -5.3% | 161,959 | $9.5M |
| Echo45 Advisors LLC | 5.49% | Add +5.7% | 159,191 | $9.4M |
| CreativeOne Wealth, LLC | 0.23% | Add +6.4% | 158,965 | $9.4M |
| Compton Wealth Advisory Group, LLC | 2.16% | Reduce -2.0% | 158,547 | $9.3M |
| Forefront Wealth Partners, LLC | 2.32% | New | 156,787 | $9.2M |
| AmeriServ Wealth Advisors | 4.65% | Reduce -10.9% | 156,464 | $9.2M |
| Cravens & Co Advisors, LLC | 6.28% | Add +4.8% | 156,387 | $9.2M |
| Stanich Group LLC | 5.61% | New | 155,724 | $9.2M |
| Captrust Financial Advisors | 0.02% | Reduce -2.8% | 155,081 | $9.1M |
| Values First Advisors, Inc. | 4.83% | Add +20.1% | 153,285 | $9.0M |
| Octavia Wealth Advisors, LLC | 0.89% | Add +7.5% | 152,465 | $9.0M |
| Disciplined Investments, LLC | 3.53% | Reduce -3.3% | 150,857 | $8.9M |
| Warwick Investment Management, Inc. | 1.52% | Add +2388.7% | 148,849 | $8.8M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.0% | 146,592 | $8.6M |
| Comerica Bank | 0.03% | Reduce -8.8% | 145,149 | $8.5M |
| Cape Ann Savings Bank | 4.49% | Add +1.3% | 143,009 | $8.4M |
| Quadrant Capital Group LLC | 0.27% | Add +12.6% | 142,867 | $8.4M |
| Municipal Employees' Retirement System of Michigan | 0.10% | No change | 142,206 | $8.4M |
| DDD Partners, LLC | 0.53% | Add +5.8% | 141,971 | $8.4M |
| Metropolitan Life Insurance Co | 2.42% | Reduce -18.5% | 140,600 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +16.3% | 140,429 | $8.3M |
| NewEdge Advisors, LLC | 0.04% | Add +48.0% | 139,536 | $8.2M |
| Woodmont Investment Counsel LLC | 0.54% | Add +5.7% | 138,122 | $8.1M |
| United Capital Financial Advisors, LLC | 0.06% | Add +1.1% | 137,518 | $8.1M |
| Bull Street Advisors, LLC | 3.73% | No change | 135,837 | $8.0M |
| Beacon Financial Strategies CORP | 4.69% | Add +3.5% | 135,078 | $7.9M |
| Sage Mountain Advisors LLC | 0.45% | Reduce -14.9% | 134,448 | $7.9M |
| Biltmore Wealth Management, LLC | 3.00% | Add +7.3% | 133,420 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -20.5% | 132,582 | $7.8M |
| Integrated Advisors Network LLC | 0.33% | Add +5.0% | 132,095 | $7.8M |
| EverSource Wealth Advisors, LLC | 0.30% | Reduce -14.8% | 130,419 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +14.3% | 129,846 | $7.6M |
| Marion Wealth Management | 1.76% | Add +1.7% | 126,127 | $7.4M |
| Horizon Kinetics Asset Management LLC | 0.09% | Reduce -47.4% | 124,996 | $7.4M |
| Certified Advisory Corp | 0.70% | Add +3.8% | 124,361 | $7.3M |
| Zacks Investment Management | 0.06% | Reduce -11.3% | 124,130 | $7.3M |
| Estate Counselors, LLC | 0.62% | Add +18.6% | 123,027 | $7.2M |
| Causey Wealth LLC | 3.51% | Add +7.5% | 122,270 | $7.2M |
| Mechanics Financial Corp | 2.72% | Add +3.3% | 122,187 | $7.2M |
| Hara Capital LLC | 4.16% | Reduce -33.3% | 120,049 | $7.1M |
| Muirfield Wealth Advisors LLC | 5.22% | Add +0.0% | 119,646 | $7.0M |
| Heritage Wealth Management, Inc. | 4.79% | Add +0.9% | 119,203 | $7.0M |
| Retirement Systems of Alabama | 0.02% | No change | 118,650 | $7.0M |
| Citadel Advisors | 0.01% | Add +10.0% | 114,805 | $6.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +2362.4% | 114,747 | $6.7M |
| Garde Capital, Inc. | 0.34% | Add +120.5% | 113,906 | $6.7M |
| Dynasty Wealth Management, LLC | 0.09% | Reduce -54.0% | 112,419 | $6.6M |
| Titleist Asset Management, LLC | 0.58% | Add +31.1% | 111,495 | $6.6M |
| CWA Asset Management Group, LLC | 0.24% | Reduce -74.8% | 111,061 | $6.5M |
| Safir Wealth Advisors, LLC | 4.60% | Reduce -10.1% | 110,591 | $6.5M |
| Lauer Wealth, LLC | 4.76% | Reduce -0.6% | 110,128 | $6.5M |
| Bank of Montreal | 0.00% | Add +16.8% | 109,968 | $6.5M |
| Rockingstone Advisors LLC | 3.16% | Reduce -0.2% | 108,655 | $6.4M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +17.3% | 107,461 | $6.3M |
| Aventus Investment Advisors, Inc. | 5.39% | Add +2.2% | 107,320 | $6.3M |
| Belpointe Asset Management LLC | 0.24% | Reduce -14.6% | 106,704 | $6.3M |
| Journey Advisory Group, LLC | 0.46% | Reduce -32.9% | 105,602 | $6.2M |
| Stokes Family Office, LLC | 0.59% | New | 105,315 | $6.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -84.3% | 103,033 | $6.1M |
| Unconventional Investor, LLC | 3.00% | Add +176.6% | 101,555 | $6.0M |
| Strategic Investment Solutions, Inc. | 1.56% | Add +19.2% | 100,484 | $5.9M |
| Colony Family Offices, LLC | 1.49% | Reduce -13.6% | 98,064 | $5.8M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +1.3% | 96,423 | $5.7M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -1.0% | 95,729 | $5.6M |
| HB Wealth Management, LLC | 0.04% | Reduce -2.1% | 95,339 | $5.6M |
| Spectrum Financial Alliance Ltd LLC | 1.38% | Add +170.0% | 95,319 | $5.6M |
| Edge Financial Advisors LLC | 2.50% | Add +250.4% | 94,872 | $5.6M |
| Hexagon Capital Partners LLC | 1.10% | Add +4.3% | 93,063 | $5.5M |
| Kathmere Capital Management, LLC | 0.39% | Add +93.8% | 92,316 | $5.4M |
| OneAscent Investment Solutions LLC | 5.56% | No change | 88,728 | $5.2M |
| Elmwood Wealth Management, Inc. | 1.85% | Add +6.3% | 88,525 | $5.2M |
| Signal Advisors Wealth, LLC | 0.46% | Reduce -19.5% | 86,746 | $5.1M |
| Marotta Asset Management | 0.94% | Add +9.4% | 85,468 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +5.5% | 85,098 | $5.0M |
| Hancock Whitney Corp. | 0.09% | Reduce -27.9% | 84,518 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.3% | 84,673 | $5.0M |
| Aptus Capital Advisors, LLC | 0.05% | Add +1.8% | 84,268 | $5.0M |
| Whittier Trust Co. | 0.06% | Reduce -0.0% | 84,449 | $5.0M |
| Simplicity Wealth,LLC | 0.29% | Reduce -39.7% | 84,085 | $4.9M |
| Shufro Rose & Co. LLC | 0.40% | Reduce -0.6% | 83,717 | $4.9M |
| Altiora Financial Group, LLC | 0.89% | Add +0.5% | 83,094 | $4.9M |
| Tennessee Valley Asset Management Partners | 0.66% | Reduce -0.5% | 82,957 | $4.9M |
| Fortune Financial Advisors, LLC | 3.65% | Add +3.9% | 82,526 | $4.9M |
| Accredited Wealth Management, LLC | 3.61% | Reduce -93.3% | 5,060 | $4.8M |
| Culbertson A N & Co. Inc. | 0.68% | Add +0.1% | 82,171 | $4.8M |
| CWC Advisors, LLC. | 2.37% | Add +0.4% | 82,170 | $4.8M |
| Financial Gravity Asset Management, Inc. | 0.95% | — | 81,913 | $4.8M |
| Betterment LLC | 0.01% | Reduce -7.4% | 81,885 | $4.8M |
| Retirement Financial Solutions, LLC | 1.51% | New | 81,878 | $4.8M |
| Vident Advisory, LLC | 0.05% | Add +23.9% | 80,693 | $4.7M |
| Citizens Financial Group Inc. | 0.06% | Reduce -60.1% | 80,326 | $4.7M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -7.8% | 79,983 | $4.7M |
| Avior Wealth Management, LLC | 0.15% | Add +35.1% | 78,610 | $4.6M |
| McIlrath & Eck, LLC | 0.48% | Add +12.0% | 78,410 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +0.6% | 78,238 | $4.6M |
| Lido Advisors, LLC | 0.02% | Reduce -11.3% | 77,133 | $4.5M |
| Capital Investment Counsel, LLC | 0.65% | Add +7.8% | 75,244 | $4.4M |
| Compass Planning Associates Inc | 4.06% | Add +204.4% | 75,224 | $4.4M |
| World Investment Advisors | 0.09% | Add +19.5% | 74,845 | $4.4M |
| Edgestream Partners, L.P. | 0.13% | Reduce -24.5% | 73,500 | $4.3M |
| Tillman Hartley LLC | 1.10% | Add +2.2% | 72,349 | $4.3M |
| RFG Advisory, LLC | 0.09% | Add +46.1% | 69,989 | $4.1M |
| Advisory Research Inc. | 0.54% | No change | 69,657 | $4.1M |
| Bearing Point Capital, LLC | 0.71% | Reduce -9.8% | 69,637 | $4.1M |
| White Lighthouse Investment Management Inc. | 0.62% | Reduce -0.8% | 69,458 | $4.1M |
| Thomas Story & Son LLC | 1.50% | Reduce -2.4% | 69,259 | $4.1M |
| Truepoint, Inc. | 0.09% | Add +4.7% | 68,739 | $4.0M |
| Signet Financial Management, LLC | 0.47% | Reduce -6.0% | 68,698 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -78.2% | 68,700 | $4.0M |
| Cornerstone Financial Group, LLC | 3.12% | Reduce -6.7% | 68,423 | $4.0M |
| Scotia Capital Inc. | 0.02% | Reduce -16.7% | 68,326 | $4.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.95% | Reduce -12.4% | 67,440 | $4.0M |
| Valley Financial Group, Inc. | 2.25% | Reduce -7.2% | 67,348 | $4.0M |
| Aegis Wealth Management LLC | 2.11% | Reduce -13.9% | 67,001 | $3.9M |
| Alhambra Investment Management LLC | 1.86% | Add +9.1% | 66,495 | $3.9M |
| Roble, Belko & Company, Inc | 0.52% | Add +14.5% | 65,662 | $3.9M |
| Arvest Investments, Inc. | 0.55% | Add +10.2% | 65,528 | $3.9M |
| Boston Family Office LLC | 0.24% | Add +0.1% | 65,202 | $3.8M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -10.4% | 64,151 | $3.8M |
| CENTRAL TRUST Co | 0.08% | Add +34.3% | 63,928 | $3.8M |
| Argent Trust Co | 0.13% | Reduce -0.4% | 63,635 | $3.7M |
| Marietta Wealth Management, LLC | 0.46% | Add +9.3% | 63,461 | $3.7M |
| Curran Financial Partners, LLC | 0.72% | Add +25.0% | 62,007 | $3.6M |
| Allworth Financial LP | 0.02% | Reduce -0.9% | 61,722 | $3.6M |
| Kassira Wealth Management LLC | 3.49% | — | 61,538 | $3.6M |
| MRWM Advisors, LLC | 2.03% | Reduce -1.9% | 60,494 | $3.6M |
| Mutual Advisors, LLC | 0.07% | Add +0.0% | 57,612 | $3.4M |
| CWS Financial Advisors, LLC | 0.93% | Add +4.6% | 56,706 | $3.3M |
| Breakwater Investment Management | 1.22% | Reduce -7.4% | 56,421 | $3.3M |
| South Plains Financial, Inc. | 2.07% | Add +1.4% | 56,376 | $3.3M |
| Curi Capital, LLC | 0.06% | Add +51.7% | 55,338 | $3.3M |
| Welch Group, LLC | 0.12% | Add +45.0% | 54,347 | $3.2M |
| First American Trust, FSB | 0.23% | Add +12.3% | 54,238 | $3.2M |
| Brucke Financial, Inc. | 1.87% | Add +22.4% | 54,139 | $3.2M |
| Manchester Capital Management LLC | 0.43% | Reduce -41.7% | 53,909 | $3.2M |
| Nwam LLC | 0.17% | Add +3.0% | 53,838 | $3.2M |
| XY Planning Network, Inc. | 1.08% | No change | 53,912 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -44.0% | 53,570 | $3.2M |
| Cardiff Park Advisors, LLC | 0.24% | Add +22.8% | 53,458 | $3.1M |
| Wedmont Private Capital | 0.12% | Add +7.2% | 53,435 | $3.1M |
| Anchor Investment Management, LLC | 0.26% | Reduce -3.4% | 53,094 | $3.1M |
| 4WEALTH Advisors, Inc. | 2.88% | Add +8.6% | 52,885 | $3.1M |
| Gotham Asset Management | 0.01% | Add +414.5% | 52,765 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.25% | Add +0.7% | 51,574 | $3.0M |
| Essential Partners LLC | 0.99% | Reduce -13.1% | 50,969 | $3.0M |
| Everett Harris & Co. | 0.04% | New | 50,800 | $3.0M |
| Mountain Pacific Investment Advisers LLC | 0.47% | Reduce -3.4% | 50,707 | $3.0M |
| Successful Portfolios LLC | 1.74% | Add +0.1% | 50,557 | $3.0M |
| North Capital, Inc. | 2.30% | Reduce -7.9% | 50,519 | $3.0M |
| American Investment Services, Inc. | 0.71% | Reduce -7.4% | 50,168 | $3.0M |
| RoundAngle Advisors LLC | 2.29% | Reduce -0.5% | 50,155 | $3.0M |
| Accurate Wealth Management, LLC | 0.39% | Add +6.1% | 49,214 | $2.9M |
| Schulz Wealth, LTD. | 1.85% | Add +12.2% | 47,624 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -1.1% | 47,478 | $2.8M |
| Lionshead Wealth Management, LLC | 2.20% | Add +14.7% | 47,040 | $2.8M |
| Oak Family Advisors, LLC | 0.89% | Add +9.0% | 46,884 | $2.8M |
| TrueWealth Advisors, LLC | 0.74% | Add +2.4% | 46,617 | $2.7M |
| Investment Advisory Group, LLC | 0.74% | Add +0.8% | 46,251 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.13% | New | 45,917 | $2.7M |
| Raffa Wealth Management, LLC | 0.48% | Add +3.3% | 45,569 | $2.7M |
| SMART Wealth LLC | 1.00% | Reduce -69.3% | 45,073 | $2.7M |
| Windward Private Wealth Management Inc. | 0.91% | Reduce -0.8% | 44,681 | $2.6M |
| Ridgewood Investments LLC | 1.11% | Reduce -9.3% | 44,597 | $2.6M |
| Quattro Financial Advisors LLC | 0.82% | Reduce -3.4% | 44,273 | $2.6M |
| Sellwood Investment Partners LLC | 1.03% | New | 44,150 | $2.6M |
| Checchi Capital Advisers, LLC | 0.18% | Reduce -3.9% | 44,134 | $2.6M |
| Kovack Advisors, Inc. | 0.24% | Reduce -7.5% | 44,053 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.94% | Add +1.4% | 43,940 | $2.6M |
| Midwestern Financial, LLC | 2.21% | Reduce -0.3% | 43,730 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.30% | Add +13.2% | 43,702 | $2.6M |
| Sun Life Financial Inc. | 0.13% | Reduce -86.1% | 43,500 | $2.6M |
| Wescott Financial Advisory Group, LLC | 0.23% | Add +0.3% | 42,830 | $2.5M |
| Grove Street Fiduciary, LLC | 1.19% | Reduce -2.2% | 42,700 | $2.5M |
| Impact Investors, Inc | 1.64% | Reduce -19.4% | 42,428 | $2.5M |
| Saxony Capital Management, LLC | 1.64% | New | 42,346 | $2.5M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -6.1% | 42,173 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -15.8% | 41,572 | $2.4M |
| Monograph Wealth Advisors, LLC | 0.25% | New | 41,520 | $2.4M |
| PYA Waltman Capital, LLC | 0.65% | Reduce -10.6% | 41,470 | $2.4M |
| Transcendent Capital Group LLC | 1.06% | Add +34.1% | 40,367 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.5% | 40,115 | $2.4M |
| One Degree Advisors Inc | 0.71% | Reduce -38.0% | 39,375 | $2.3M |
| Circle Wealth Management, LLC | 0.04% | No change | 39,019 | $2.3M |
| Institute for Wealth Management, LLC. | 0.24% | Add +22.5% | 38,742 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +55.5% | 38,701 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.67% | Reduce -11.4% | 38,428 | $2.3M |
| Intelligence Driven Advisers, LLC | 0.31% | Add +2.1% | 38,296 | $2.3M |
| Hills Bank & Trust Co | 0.13% | Add +11.7% | 38,081 | $2.2M |
| Chandler Asset Management, Inc. | 0.37% | Add +1.8% | 37,995 | $2.2M |
| &partners | 0.01% | Reduce -7.9% | 37,861 | $2.2M |
| AQR Capital Management | 0.00% | Add +42.5% | 37,361 | $2.2M |
| Koshinski Asset Management, Inc. | 0.16% | Add +54.6% | 37,075 | $2.2M |
| McDonough Capital Management, Inc | 1.09% | Add +10.7% | 36,687 | $2.2M |
| Noble Family Wealth, LLC | 0.47% | New | 36,594 | $2.2M |
| Balboa Wealth Partners | 0.37% | Reduce -9.8% | 36,117 | $2.1M |
| Shayne & Jacobs, LLC | 0.65% | Add +27.0% | 35,595 | $2.1M |
| Fiduciary Trust Co | 0.02% | Reduce -12.7% | 35,544 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -49.5% | 35,149 | $2.1M |
| Oak Grove Capital LLC | 0.45% | Reduce -25.4% | 35,100 | $2.1M |
| ORG Partners LLC | 0.38% | Add +1.6% | 35,497 | $2.0M |
| Cary Street Partners Financial LLC | 0.05% | Add +10.6% | 34,366 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.4% | 34,305 | $2.0M |
| REDW Wealth LLC | 0.76% | Reduce -0.3% | 34,266 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +1.2% | 34,171 | $2.0M |
| Canal Capital Management, LLC | 0.30% | Reduce -2.6% | 33,926 | $2.0M |
| Birchbrook, Inc. | 1.03% | Add +2.0% | 33,858 | $2.0M |
| LJI Wealth Management, LLC | 0.35% | Add +17.8% | 33,761 | $2.0M |
| Miller Financial Services LLC | 2.29% | Add +44.7% | 33,630 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +307.4% | 33,570 | $2.0M |
| Independent Advisor Alliance | 0.05% | Add +26.2% | 33,529 | $2.0M |
| GatePass Capital, LLC | 1.16% | Reduce -20.5% | 33,500 | $2.0M |
| PFG Advisors | 0.08% | Add +12.1% | 33,389 | $2.0M |
| Kuhn & Co Investment Counsel | 1.55% | Add +51.6% | 33,263 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +1.0% | 33,001 | $1.9M |
| Zhang Financial LLC | 0.08% | Add +0.7% | 32,958 | $1.9M |
| Security Financial Services, INC. | 0.31% | Add +15.1% | 32,737 | $1.9M |
| Rovin Capital /Ut/ | 0.53% | New | 32,514 | $1.9M |
| Fund Evaluation Group, LLC | 0.07% | No change | 32,110 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.44% | Reduce -14.5% | 31,730 | $1.9M |
| Evoke Wealth, LLC | 0.04% | Add +0.1% | 31,658 | $1.9M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -4.2% | 31,627 | $1.9M |
| Oak Hill Wealth Advisors, LLC | 0.35% | Add +4.9% | 31,534 | $1.9M |
| Headinvest, LLC | 0.38% | Reduce -0.8% | 31,141 | $1.8M |
| Tortoise Investment Management, LLC | 0.16% | Reduce -36.5% | 31,029 | $1.8M |
| Verus Financial Partners, Inc. | 0.17% | Reduce -0.2% | 30,610 | $1.8M |
| Flagship Wealth Advisors, LLC | 0.59% | Add +4.6% | 30,468 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -23.6% | 30,097 | $1.8M |
| Bell Bank | 0.08% | Add +35.1% | 29,934 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +43.0% | 29,235 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -12.9% | 28,516 | $1.7M |
| LifeWealth Investments, LLC | 0.55% | Add +5.7% | 28,208 | $1.7M |
| Elevation Capital Advisory, LLC | 0.66% | Add +1.9% | 27,966 | $1.6M |
| Sepio Capital, LP | 0.10% | Add +56.5% | 27,759 | $1.6M |
| Howe & Rusling Inc. | 0.11% | Reduce -30.4% | 27,698 | $1.6M |
| Anchor Capital Advisors LLC | 0.05% | Reduce -6.2% | 27,440 | $1.6M |
| PFG Investments, LLC | 0.08% | Add +3.4% | 26,950 | $1.6M |
| AXS Investments LLC | 0.50% | Reduce -13.1% | 26,864 | $1.6M |
| Barton Investment Management | 0.16% | Reduce -2.9% | 26,589 | $1.6M |
| Hobbs Group Advisors, LLC | 0.49% | Reduce -10.6% | 26,536 | $1.6M |
| Summit Wealth Partners, LLC | 0.28% | Reduce -1.5% | 25,989 | $1.5M |
| Manhattan West Asset Management, LLC | 0.32% | Reduce -4.7% | 25,846 | $1.5M |
| VERITY Wealth Advisors | 0.95% | Reduce -8.3% | 25,648 | $1.5M |
| eCIO, Inc. | 0.56% | Add +23.5% | 25,449 | $1.5M |
| Moody National Bank Trust Division | 0.13% | No change | 25,365 | $1.5M |
| Trust Co. of Vermont | 0.06% | Add +514.0% | 24,933 | $1.5M |
| Mather Group, Llc. | 0.01% | Add +152.4% | 24,782 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +10.2% | 24,776 | $1.5M |
| Agf Management Ltd. | 0.01% | Add +8.8% | 24,450 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +3.0% | 24,080 | $1.4M |
| First Bancorp, Inc | 0.75% | Add +75.4% | 23,992 | $1.4M |
| Centurion Wealth Management LLC | 0.32% | Add +0.9% | 23,921 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +23.3% | 23,336 | $1.4M |
| Clarity Capital Advisors, LLC | 0.75% | Add +13.2% | 23,328 | $1.4M |
| Legacy Wealth Asset Management, LLC | 0.33% | Add +4.1% | 23,313 | $1.4M |
| Iron Gate Global Advisors LLC | 0.14% | Reduce -21.2% | 23,148 | $1.4M |
| Applied Capital LLC | 0.54% | Reduce -5.4% | 22,897 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.09% | Add +1.5% | 22,584 | $1.3M |
| Red Tortoise LLC | 0.58% | Add +0.5% | 22,483 | $1.3M |
| Davis R M Inc. | 0.02% | Reduce -0.6% | 22,455 | $1.3M |
| Advanced Asset Management Advisors Inc | 0.35% | Reduce -14.7% | 22,069 | $1.3M |
| MBE Wealth Management, LLC | 0.55% | Reduce -7.8% | 21,680 | $1.3M |
| Embree Financial Group | 0.17% | Reduce -16.6% | 21,350 | $1.3M |
| Proffitt & Goodson Inc. | 0.18% | Add +18.1% | 21,162 | $1.2M |
| Everhart Financial Group, Inc. | 0.12% | Reduce -37.1% | 21,135 | $1.2M |
| Arcus Capital Partners, LLC | 0.54% | No change | 21,063 | $1.2M |
| Blueprint Investment Partners LLC | 0.17% | New | 20,951 | $1.2M |
| Absolute Capital Management, LLC | 0.53% | New | 20,909 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.27% | Add +3.1% | 20,840 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.33% | Reduce -2.0% | 20,785 | $1.2M |
| BOK Financial Private Wealth, Inc. | 0.08% | Reduce -98.2% | 20,711 | $1.2M |
| Defined Wealth Management, LLC | 0.70% | Add +0.2% | 20,538 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +311.6% | 20,500 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +1.3% | 20,439 | $1.2M |
| Summit Global Investments | 0.07% | Reduce -1.2% | 20,422 | $1.2M |
| Arete Wealth Advisors, LLC | 0.07% | Add +44.8% | 20,052 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.86% | No change | 20,000 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -4.1% | 19,881 | $1.2M |
| United Community Bank | 0.36% | Add +11.3% | 19,867 | $1.2M |
| Kaizen Financial Strategies | 0.53% | Reduce -5.7% | 19,753 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Add +45.1% | 19,671 | $1.2M |
| Index Fund Advisors, Inc. | 0.06% | Add +47.5% | 19,471 | $1.1M |
| First Horizon Corp. | 0.05% | — | 19,448 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -3.0% | 19,331 | $1.1M |
| Burney Co./ | 0.04% | Add +63.6% | 19,269 | $1.1M |
| RS Crum Inc. | 0.25% | No change | 19,175 | $1.1M |
| American National Bank & Trust | 0.11% | Add +16.6% | 19,019 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.6% | 19,018 | $1.1M |
| Great Waters Wealth Management | 0.13% | Add +0.5% | 19,011 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +8.6% | 18,973 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +37.2% | 18,923 | $1.1M |
| Hardin Capital Partners, LLC | 0.59% | Add +0.4% | 18,767 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 1.02% | Reduce -6.5% | 18,753 | $1.1M |
| Orcam Financial Group | 0.89% | Reduce -2.9% | 18,705 | $1.1M |
| Wells Financial Advisors INC | 1.47% | Reduce -57.9% | 18,682 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -7.8% | 18,622 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +2.5% | 18,442 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.27% | Reduce -44.6% | 18,337 | $1.1M |
| Harbor Investment Advisory, LLC | 0.09% | Add +503.2% | 18,313 | $1.1M |
| Viawealth, LLC | 0.59% | Reduce -17.3% | 18,310 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -5.9% | 17,708 | $1.0M |
| Cadence Bank | 0.06% | Add +130.4% | 17,654 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.18% | Add +0.9% | 17,632 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.9% | 17,411 | $1.0M |
| Frontier Asset Management, LLC | 0.25% | Reduce -12.4% | 17,299 | $1.0M |
| Avestar Capital, LLC | 0.07% | No change | 17,132 | $1.0M |
| N.E.W. Advisory Services LLC | 0.09% | Add +7.1% | 17,094 | $1.0M |
| DB Fitzpatrick & Co, Inc | 0.91% | Add +11.6% | 17,055 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -1.9% | 17,047 | $1.0M |
| SeaBridge Investment Advisors LLC | 0.16% | Reduce -14.0% | 16,991 | $1000K |
| American Trust | 0.08% | Add +0.5% | 16,656 | $980K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,615 | $978K |
| Iams Wealth Management, LLC | 0.39% | Add +10.1% | 16,315 | $960K |
| Vista Cima Wealth Management LLC | 0.79% | Add +6.6% | 16,151 | $950K |
| Sovran Advisors, LLC | 0.08% | Reduce -43.8% | 16,083 | $946K |
| Aspiriant, LLC | 0.03% | Add +0.3% | 15,928 | $937K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +9.1% | 15,890 | $935K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -2.2% | 15,747 | $927K |
| Ranch Capital Advisors Inc. | 0.36% | Add +24.1% | 15,680 | $923K |
| Spectrum Planning & Advisory Services Inc. | 0.52% | Add +13.8% | 15,565 | $916K |
| F/m Investments LLC | 0.03% | Reduce -0.9% | 15,292 | $900K |
| Intrua Financial, LLC | 0.10% | New | 15,103 | $889K |
| Lifeworks Advisors, LLC | 0.12% | Reduce -7.2% | 15,074 | $887K |
| FMR LLC | 0.00% | Add +139.1% | 14,963 | $881K |
| DAVENPORT & Co LLC | 0.00% | Add +36.4% | 14,956 | $880K |
| Peterson Wealth Advisors, LLC | 0.13% | Reduce -7.2% | 14,849 | $872K |
| Continental Investors Services, Inc. | 1.29% | Add +55.4% | 14,700 | $868K |
| Mgo One Seven LLC | 0.02% | Reduce -54.9% | 14,679 | $864K |
| MBA Advisors LLC | 0.37% | Add +3.1% | 14,566 | $857K |
| Stratos Investment Management, LLC | 0.04% | Add +299.6% | 14,483 | $852K |
| Townsquare Capital LLC | 0.13% | Reduce -12.4% | 14,329 | $843K |
| Rinkey Investments | 0.22% | Add +28.8% | 14,235 | $838K |
| Thrive Capital Management, LLC | 0.21% | New | 14,155 | $833K |
| TPG Financial Advisors, LLC | 0.31% | Reduce -3.1% | 14,094 | $829K |
| KDT Advisors, LLC | 1.21% | New | 14,080 | $829K |
| Ascentis Independent Advisors | 0.14% | Add +94.7% | 14,062 | $828K |
| Rothschild Wealth LLC | 0.18% | Add +3.9% | 14,005 | $824K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -27.6% | 13,976 | $822K |
| Cresset Asset Management, LLC | 0.00% | Add +11.9% | 13,976 | $822K |
| Addis & Hill, Inc | 0.50% | Reduce -9.0% | 14,005 | $822K |
| Northern Financial Advisors Inc | 0.43% | New | 13,923 | $819K |
| FWG Investments, LLC. | 0.56% | Reduce -11.2% | 13,892 | $818K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.0% | 13,821 | $813K |
| Cibc World Market Inc. | 0.00% | Reduce -6.2% | 13,813 | $813K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.1% | 13,736 | $808K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.27% | Add +4.1% | 13,705 | $808K |
| Roth Financial Partners LLC | 0.27% | Reduce -5.9% | 13,626 | $802K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +47.0% | 13,564 | $797K |
| AEGON USA Investment Management, LLC | 0.70% | No change | 13,500 | $794K |
| Five Pine Wealth Management | 0.54% | Reduce -7.1% | 13,493 | $794K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -11.9% | 13,453 | $792K |
| Summit Financial, LLC | 0.01% | Add +280.0% | 13,300 | $783K |
| Silver Oak Advisory Group, Inc. | 0.35% | Add +0.3% | 13,221 | $778K |
| Rothschild Capital Partners, LLC | 0.18% | Add +22.6% | 13,218 | $778K |
| C M Bidwell & Associates Ltd. | 0.37% | No change | 13,075 | $769K |
| Ritholtz Wealth Management | 0.01% | Reduce -15.9% | 13,036 | $767K |
| Greystone Financial Group, LLC | 0.12% | New | 13,001 | $765K |
| Cwm, LLC | 0.00% | Reduce -83.6% | 12,927 | $761K |
| Braun-Bostich & Associates Inc. | 0.48% | Add +4.3% | 12,909 | $760K |
| Dakota Wealth Management | 0.02% | Add +0.6% | 12,733 | $749K |
| Arkansas Financial Group, Inc. | 0.11% | Add +28.6% | 12,593 | $741K |
| First County Bank | 0.38% | No change | 12,586 | $741K |
| Savvy Advisors, Inc. | 0.03% | Add +11.6% | 12,563 | $739K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.33% | Add +18.6% | 11,724 | $733K |
| Principia Wealth Advisory, LLC | 0.52% | Reduce -2.6% | 12,459 | $733K |
| Leuthold Group, LLC | 0.08% | Reduce -30.2% | 12,411 | $730K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +1.1% | 12,411 | $730K |
| Global Retirement Partners, LLC | 0.02% | Add +41.5% | 12,395 | $729K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -0.0% | 12,327 | $725K |
| Kitching Partners, LLC | 0.68% | Add +19.7% | 12,247 | $721K |
| Nicolet Bankshares Inc. | 0.12% | Add +136.3% | 12,204 | $718K |
| Howard Bailey Securities, LLC | 0.20% | Reduce -3.0% | 12,185 | $717K |
| Magnolia Private Wealth, LLC | 0.52% | Add +21.9% | 12,128 | $714K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -0.4% | 12,093 | $711K |
| Versant Capital Management, Inc | 0.10% | Add +4.3% | 12,064 | $710K |
| Ruedi Wealth Management, Inc. | 0.20% | Reduce -1.9% | 12,056 | $710K |
| US Bancorp \de | 0.00% | Reduce -54.9% | 11,976 | $705K |
| Eagle Strategies LLC | 0.09% | Add +15.2% | 11,756 | $692K |
| Albion Financial Group | 0.04% | Add +0.0% | 11,724 | $690K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -4.1% | 11,739 | $689K |
| Delta Investment Management, LLC | 0.12% | Reduce -96.1% | 11,686 | $688K |
| CJM Wealth Advisers, Ltd. | 0.21% | Add +2.0% | 11,680 | $687K |
| Hilltop Holdings Inc. | 0.04% | Reduce -6.9% | 11,669 | $687K |
| Advyzon Investment Management, LLC | 0.12% | Add +66.7% | 11,585 | $682K |
| Permanent Capital Management, LP | 0.13% | — | 11,542 | $679K |
| Fifth Third Securities, Inc. | 0.05% | Add +3.6% | 11,475 | $675K |
| Prairiewood Capital, LLC | 0.22% | Reduce -5.0% | 11,318 | $666K |
| LRI Investments, LLC | 0.05% | Reduce -1.7% | 11,315 | $666K |
| L.K. Benson & Company, P.C. | 0.36% | Add +0.7% | 11,291 | $664K |
| Compound Planning, Inc. | 0.02% | Reduce -4.5% | 11,285 | $664K |
| Kingdom Financial Group LLC. | 0.40% | Add +12.1% | 11,202 | $659K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,190 | $659K |
| SG Americas Securities, LLC | 0.00% | Reduce -26.4% | 11,189 | $658K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -4.9% | 11,178 | $658K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 11,030 | $648K |
| Birchcreek Wealth Management, LLC | 0.33% | Add +1.5% | 11,009 | $648K |
| Valpey Financial Services, LLC | 0.42% | Add +16.0% | 10,998 | $647K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 10,984 | $646K |
| Spartan Planning & Wealth Management | 0.50% | Reduce -25.9% | 10,980 | $646K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.6% | 10,874 | $640K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Add +2.6% | 10,837 | $638K |
| Ethos Financial Group, LLC | 0.05% | Add +1.6% | 10,816 | $637K |
| Gibraltar Capital Management, Inc. | 0.11% | Add +92.2% | 10,745 | $632K |
| StoneX Group Inc. | 0.03% | Add +56.0% | 10,729 | $631K |
| Two Sigma Securities, LLC | 0.09% | New | 10,487 | $617K |
| D'Orazio & Associates, Inc. | 0.08% | Add +84.0% | 10,460 | $616K |
| Rockwood Wealth Management, LLC | 0.05% | Add +51.8% | 10,450 | $615K |
| Veracity Capital LLC | 0.20% | Add +0.4% | 10,396 | $612K |
| Financial Partners Group, Inc | 0.08% | No change | 10,383 | $611K |
| GenTrust, LLC | 0.03% | Reduce -28.3% | 10,377 | $611K |
| FFT Wealth Management LLC | 0.11% | Reduce -12.4% | 10,359 | $610K |
| Stonekeep Investments, LLC | 0.38% | Reduce -6.0% | 10,314 | $607K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.8% | 10,228 | $602K |
| LifePlan Investment Advisors, Inc. | 0.25% | Add +75.3% | 10,189 | $600K |
| Redwood Investment Management, LLC | 0.06% | Add +1.0% | 10,091 | $594K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -8.1% | 10,042 | $591K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -8.1% | 10,021 | $590K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 9,910 | $583K |
| International Assets Investment Management, LLC | 0.05% | No change | 9,944 | $582K |
| Promus Capital, LLC | 0.37% | New | 9,728 | $572K |
| Inlight Wealth Management, LLC | 0.27% | Add +29.4% | 9,721 | $572K |
| Monument Group Wealth Advisors, LLC | 0.33% | Reduce -0.6% | 9,643 | $567K |
| FSM Wealth Advisors, LLC | 0.08% | New | 9,620 | $566K |
| R. W. Roge & Company, Inc. | 0.29% | Add +1.2% | 9,519 | $560K |
| Calton & Associates, Inc. | 0.08% | Add +0.0% | 9,449 | $556K |
| Alliancebernstein L.P. | 0.00% | Add +35.6% | 9,425 | $555K |
| Krilogy Financial LLC | 0.02% | New | 9,445 | $554K |
| Trek Financial, LLC | 0.03% | Reduce -91.5% | 9,355 | $551K |
| Heck Capital Advisors, LLC | 0.04% | No change | 9,344 | $550K |
| Founders Financial Securities LLC | 0.04% | Reduce -72.7% | 9,341 | $550K |
| Klingman & Associates, LLC | 0.03% | No change | 9,273 | $546K |
| Procyon Advisors, LLC | 0.03% | Add +20.7% | 9,222 | $543K |
| Capital Wealth Alliance, LLC | 0.27% | New | 9,170 | $540K |
| RPS Advisory Solutions LLC | 0.26% | Reduce -86.5% | 9,055 | $533K |
| Navigation Wealth Management, Inc. | 0.77% | Add +3.8% | 8,937 | $526K |
| Tolleson Wealth Management, Inc. | 0.08% | Reduce -45.4% | 8,832 | $520K |
| St Germain D J Co. Inc. | 0.02% | Reduce -55.6% | 8,800 | $518K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +3.0% | 8,794 | $518K |
| BancFirst Trust & Investment Management | 0.20% | Add +6.8% | 8,753 | $515K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,640 | $508K |
| Mittelman Wealth Management | 0.33% | Reduce -25.5% | 8,608 | $507K |
| Novak & Powell Financial Services, Inc. | 0.27% | No change | 8,600 | $506K |
| Retirement Capital Strategies | 0.19% | No change | 8,583 | $505K |
| High Net Worth Advisory Group LLC | 0.12% | New | 8,529 | $502K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | No change | 8,500 | $500K |
| Parallel Advisors, LLC | 0.01% | Reduce -32.9% | 8,493 | $500K |
| McClarren Financial Advisors, Inc. | 0.31% | Reduce -21.9% | 8,484 | $499K |
| Chris Bulman Inc | 0.25% | No change | 8,473 | $499K |
| Eastern Bank | 0.01% | Add +0.0% | 8,460 | $498K |
| Brighton Jones LLC | 0.01% | Add +66.1% | 8,456 | $498K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -10.6% | 8,432 | $496K |
| Petra Financial Advisors Inc. | 0.29% | Reduce -0.3% | 8,430 | $496K |
| Sowell Financial Services LLC | 0.02% | Reduce -76.4% | 8,367 | $492K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -17.2% | 8,359 | $492K |
| Horizon Investments, LLC | 0.01% | Reduce -75.0% | 8,299 | $485K |
| ArborFi Advisors, LLC | 0.39% | Reduce -42.7% | 8,229 | $484K |
| Meridian Wealth Partners, LLC | 0.07% | Add +8.7% | 8,182 | $482K |
| Slagle Financial, LLC | 0.17% | Reduce -4.7% | 8,100 | $477K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -0.1% | 8,084 | $476K |
| Ignite Planners, LLC | 0.08% | Reduce -2.4% | 8,078 | $475K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,039 | $473K |
| ProVise Management Group, LLC | 0.03% | No change | 8,038 | $473K |
| Physician Wealth Solutions Inc. | 0.21% | No change | 8,038 | $473K |
| Washington Capital Management, Inc. | 0.34% | No change | 8,000 | $471K |
| Grandview Asset Management LLC | 0.13% | Add +7.2% | 7,953 | $468K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -12.3% | 7,936 | $467K |
| AllSquare Wealth Management LLC | 0.25% | Add +11.6% | 7,913 | $466K |
| FLP Wealth Management, LLC | 1.31% | Add +2.6% | 7,903 | $465K |
| Courier Capital LLC | 0.03% | Reduce -16.2% | 7,855 | $462K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -15.4% | 7,842 | $461K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $459K |
| Trivium Point Advisory, LLC | 0.05% | Add +5.8% | 7,759 | $457K |
| D.A. Davidson & Co. | 0.00% | Reduce -15.9% | 7,759 | $457K |
| Pictet North America Advisors SA | 0.04% | Reduce -5.0% | 7,730 | $455K |
| Cedar Wealth Management, LLC | 0.14% | Add +0.6% | 7,676 | $452K |
| First Commonwealth Financial Corp | 0.08% | New | 7,662 | $451K |
| D.B. Root & Company, LLC | 0.11% | Add +47.7% | 7,644 | $450K |
| Carter Financial Group, INC. | 0.27% | Reduce -43.7% | 7,544 | $444K |
| Essex Financial Services, Inc. | 0.03% | Add +2.5% | 7,539 | $444K |
| McAdam, LLC | 0.02% | Reduce -14.4% | 7,529 | $443K |
| Essential Planning, LLC. | 0.15% | Reduce -2.4% | 7,525 | $443K |
| Brave Asset Management Inc. | 0.11% | No change | 7,519 | $443K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.2% | 7,517 | $442K |
| Apollon Financial, LLC | 0.07% | New | 7,456 | $439K |
| Life Line Wealth Management LLC | 0.13% | Add +1.0% | 7,429 | $437K |
| Lake Hills Wealth Management, LLC | 0.23% | Reduce -2.9% | 7,372 | $434K |
| Natural Investments, LLC | 0.11% | New | 7,183 | $431K |
| Composition Wealth, LLC | 0.01% | No change | 7,286 | $429K |
| Choreo, LLC | 0.01% | No change | 7,180 | $423K |
| Alteri Wealth LLC | 0.14% | Add +35.8% | 7,161 | $421K |
| Charis Legacy Partners, LLC | 0.63% | Reduce -6.8% | 7,158 | $421K |
| Florida Trust Wealth Management Co | 0.01% | Add +32.7% | 7,108 | $418K |
| Avion Wealth | 0.09% | Reduce -12.4% | 7,076 | $416K |
| Aries Wealth Management | 0.10% | Add +39.1% | 7,042 | $414K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -98.7% | 7,015 | $413K |
| Principal Securities, Inc. | 0.01% | Add +2.4% | 6,999 | $412K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +12.2% | 6,982 | $411K |
| Vicus Capital | 0.03% | Add +1.0% | 6,979 | $411K |
| Synergy Investment Management, LLC | 0.16% | Reduce -24.4% | 6,953 | $409K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 6,857 | $404K |
| Melfa Wealth Management, Inc. | 0.24% | Add +34.4% | 6,856 | $403K |
| Coston, McIsaac & Partners | 0.10% | Add +17.2% | 6,785 | $399K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 6,769 | $398K |
| Snider Financial Group | 0.11% | No change | 6,744 | $397K |
| Atticus Wealth Management, LLC | 0.10% | Reduce -5.2% | 6,720 | $395K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.1% | 6,692 | $393K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | New | 6,613 | $389K |
| Kendall Capital Management | 0.09% | Reduce -6.5% | 6,560 | $386K |
| Pallas Capital Advisors LLC | 0.01% | No change | 6,551 | $386K |
| CVA Family Office, LLC | 0.05% | Reduce -1.3% | 6,487 | $382K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 6,354 | $374K |
| Jacobi Capital Management LLC | 0.02% | Add +11.7% | 6,354 | $374K |
| IFP Advisors, Inc | 0.01% | Add +59.9% | 6,317 | $372K |
| Keybank National Association | 0.00% | Add +15.9% | 6,298 | $371K |
| Meitav Investment House Ltd. | 0.00% | New | 6,215 | $366K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -17.1% | 6,185 | $364K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.9% | 6,079 | $358K |
| Enclave Advisors LLC | 0.05% | Add +10.2% | 6,065 | $357K |
| Brown Financial Advisory | 0.19% | No change | 6,015 | $354K |
| SHUTTLEWORTH & Co | 0.32% | — | 6,003 | $353K |
| Hayek Kallen Investment Management | 0.11% | Reduce -91.6% | 4,191 | $353K |
| Sfmg, LLC | 0.02% | No change | 5,987 | $352K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 5,977 | $352K |
| WJ Financial Advisors LLC | 0.34% | — | 5,957 | $351K |
| CX Institutional | 0.01% | Add +37.2% | 5,926 | $349K |
| Sage Financial Management Group, Inc. | 0.11% | No change | 5,879 | $346K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -7.6% | 5,879 | $346K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -9.3% | 5,804 | $342K |
| NorthLanding Financial Partners, LLC | 0.28% | Add +0.9% | 5,786 | $340K |
| Capstone Wealth Management Group LLC | 0.22% | New | 5,770 | $340K |
| Maridea Wealth Management LLC | 0.05% | Add +2.7% | 5,749 | $339K |
| Brass Tax Wealth Management, Inc. | 0.06% | Add +0.0% | 5,744 | $338K |
| Stone House Investment Management, LLC | 0.06% | Add +91.2% | 5,683 | $334K |
| Laraway Financial Advisors Inc | 0.23% | Reduce -4.5% | 5,619 | $331K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -66.2% | 5,551 | $327K |
| Headlands Technologies LLC | 0.03% | New | 5,497 | $323K |
| Easterly Investment Partners LLC | 0.02% | No change | 5,489 | $323K |
| A4 Wealth Advisors LLC | 0.27% | — | 5,471 | $322K |
| L.M. Kohn & Company | 0.38% | Reduce -15.2% | 5,420 | $319K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -52.9% | 5,412 | $318K |
| Cora Capital Advisors LLC | 0.13% | No change | 5,250 | $309K |
| IVC Wealth Advisors LLC | 0.14% | New | 5,207 | $306K |
| PNC Financial Services Group, Inc. | 0.00% | Add +279.7% | 5,172 | $304K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 5,146 | $303K |
| Pacific Financial Group Inc. | 0.22% | Add +0.3% | 4,996 | $294K |
| Arcadia Investment Advisors LLC | 0.14% | Add +35.3% | 4,984 | $293K |
| Schiavi & Co LLC | 0.10% | Add +0.7% | 4,963 | $292K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -20.6% | 4,960 | $292K |
| M1 Capital Management LLC | 0.12% | New | 4,819 | $284K |
| Clear Point Advisors Inc. | 0.22% | Add +0.8% | 4,802 | $283K |
| Northeast Financial Group, Inc. | 0.07% | Reduce -8.3% | 4,698 | $276K |
| Steinberganna Wealth Management | 0.13% | — | 4,697 | $276K |
| Jane Street Group, LLC | 0.00% | New | 4,612 | $271K |
| KW Wealth Management LLC | 0.46% | — | 4,605 | $271K |
| Bush Investment Group, LLC | 0.16% | No change | 4,601 | $271K |
| Annex Advisory Services, LLC | 0.01% | New | 4,596 | $270K |
| 2UniFi Bank | 0.13% | Add +2.1% | 4,574 | $269K |
| PBMares Wealth Management LLC | 0.04% | No change | 4,548 | $268K |
| Berger Financial Group, Inc | 0.02% | Add +6.1% | 4,449 | $262K |
| Sandbox Financial Partners, LLC | 0.07% | No change | 4,439 | $261K |
| Timonier Family Office, LTD. | 0.09% | Reduce -19.4% | 4,435 | $261K |
| E&G Advisors, LLC | 0.06% | No change | 4,425 | $260K |
| Meritas Wealth Management, LLC | 0.13% | Add +1.9% | 4,378 | $258K |
| ABLE Financial Group, LLC | 0.06% | Add +15.2% | 4,370 | $257K |
| IFG Advisory, LLC | 0.01% | Reduce -32.1% | 4,367 | $257K |
| DecisionPoint Financial, LLC | 0.06% | Add +676.8% | 4,350 | $255K |
| Maxele Advisors, LLC | 0.22% | No change | 4,325 | $255K |
| Breakthru Advisory Services, LLC | 0.17% | New | 4,315 | $254K |
| National Philanthropic Trust | 0.00% | No change | 4,285 | $252K |
| Trinity Wealth Management, LLC | 0.09% | Add +9.9% | 4,215 | $248K |
| Faithward Advisors, LLC | 0.04% | New | 4,196 | $247K |
| AdvisorNet Financial, Inc | 0.01% | Add +21.3% | 4,131 | $243K |
| Sunflower Bank, N.A. | 0.06% | No change | 4,131 | $243K |
| Capital Analysts, LLC | 0.01% | Add +8.1% | 4,133 | $243K |
| Intergy Private Wealth, LLC | 0.08% | Add +5.3% | 4,115 | $242K |
| Fourpath Capital Management, LLC | 0.03% | No change | 4,106 | $242K |
| Balefire, LLC | 0.05% | New | 4,093 | $241K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +2.6% | 4,067 | $239K |
| Castleview Partners, LLC | 0.13% | New | 4,051 | $238K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 4,039 | $237K |
| Brickley Wealth Management | 0.04% | No change | 4,008 | $236K |
| Verum Partners LLC | 0.05% | Reduce -0.2% | 3,984 | $234K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -74.9% | 3,971 | $234K |
| Trust Point Inc. | 0.02% | Reduce -6.3% | 3,968 | $234K |
| Mission Wealth Management, LP | 0.00% | Add +6.4% | 3,931 | $231K |
| Boston Trust Walden Corp | 0.00% | New | 3,931 | $231K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 3,915 | $230K |
| Essex Bank | 0.05% | Reduce -76.0% | 3,886 | $229K |
| Legacy PCG, LLC | 0.14% | No change | 3,884 | $229K |
| BCM Advisors, LLC | 0.05% | New | 3,857 | $227K |
| First Heartland Consultants, Inc. | 0.02% | New | 3,842 | $226K |
| IMPACTfolio, LLC | 0.10% | Reduce -0.8% | 3,820 | $225K |
| Planning Center, Inc. | 0.02% | Reduce -11.8% | 3,811 | $224K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -16.6% | 3,789 | $223K |
| JFG Wealth Management, LLC | 0.04% | No change | 3,776 | $222K |
| Spire Wealth Management | 0.01% | Reduce -98.7% | 3,749 | $221K |
| AlTi Global, Inc. | 0.01% | No change | 3,692 | $217K |
| Chapin Davis, Inc. | 0.05% | New | 3,689 | $217K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | New | 3,673 | $216K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $214K |
| True Link Financial Advisors, LLC | 0.01% | Add +0.7% | 3,609 | $212K |
| Capital Advisors Inc. | 0.00% | Reduce -98.8% | 3,608 | $212K |
| Alexander Labrunerie & Co., Inc. | 0.08% | New | 3,604 | $212K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,604 | $212K |
| DMC Group, LLC | 0.14% | New | 3,558 | $209K |
| Wbi Investments, LLC | 0.05% | Reduce -0.8% | 3,542 | $208K |
| Genesis Private Wealth, LLC | 0.09% | Add +1.7% | 3,500 | $206K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 3,500 | $206K |
| Basso Capital Management, L.P. | 0.14% | Reduce -11.5% | 3,445 | $203K |
| Astra Wealth Partners LLC | 0.14% | Reduce -19.7% | 3,441 | $203K |
| JCIC Asset Management Inc. | 0.06% | — | 3,410 | $201K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 3,336 | $196K |
| NBT Bank, N.A. | 0.01% | Add +0.1% | 3,274 | $192K |
| Register Financial Advisors LLC | 0.07% | No change | 3,113 | $183K |
| Caitlin John, LLC | 0.13% | New | 3,098 | $182K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +19.7% | 3,054 | $180K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,000 | $177K |
| Fifth Third Bancorp | 0.00% | Add +7.3% | 2,955 | $174K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -7.2% | 2,767 | $163K |
| Dynamic Wealth Strategies, LLC | 0.11% | Reduce -22.6% | 2,754 | $162K |
| Caldwell Trust Co | 0.01% | Add +216.1% | 2,731 | $161K |
| General Partner, Inc. | 0.09% | No change | 2,700 | $159K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,576 | $152K |
| Perkins Coie Trust Co | 0.03% | No change | 2,522 | $148K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 2,500 | $147K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -4.2% | 2,373 | $140K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.4% | 2,363 | $139K |
| Addison Advisors LLC | 0.03% | No change | 2,315 | $136K |
| Woodside Wealth Management LLC | 0.11% | 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% | 2,283 | $134K |
| Private Trust Co. NA | 0.01% | No change | 2,067 | $122K |
| Fairscale Capital, LLC | 0.08% | No change | 2,033 | $120K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,922 | $113K |
| Webster Bank, N. A. | 0.01% | Reduce -43.1% | 1,830 | $108K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -48.5% | 1,757 | $103K |
| Pacifica Partners Inc. | 0.04% | No change | 1,735 | $102K |
| Arlington Trust Co LLC | 0.02% | Reduce -83.5% | 1,725 | $102K |
| WealthShield Partners, LLC | 0.01% | No change | 1,691 | $100K |
| Tompkins Financial Corp. | 0.01% | New | 1,668 | $98K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 1,668 | $98K |
| Financial Management Professionals, Inc. | 0.01% | Add +1.0% | 1,650 | $97K |
| Topsail Wealth Management, LLC | 0.02% | Add +57.4% | 1,572 | $93K |
| Integrity Financial Corp | 0.04% | No change | 1,541 | $91K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,444 | $85K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,358 | $80K |
| Fairman Group, LLC | 0.06% | Add +0.8% | 1,340 | $79K |
| REAP Financial Group, LLC | 0.02% | Reduce -7.5% | 1,322 | $78K |
| Morris Financial Concepts, Inc. | 0.03% | Add +5.0% | 1,269 | $75K |
| Anfield Capital Management, LLC | 0.02% | Add +0.8% | 1,194 | $70K |
| Rossby Financial, LCC | 0.02% | Add +1.7% | 1,147 | $67K |
| Winnacle Wealth LLC | 0.05% | New | 1,049 | $62K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 997 | $59K |
| Minot DeBlois Advisors LLC | 0.05% | No change | 995 | $59K |
| Avalon Trust Co | 0.00% | Reduce -41.0% | 985 | $58K |
| IMA Advisory Services, Inc. | 0.01% | Add +1.0% | 977 | $58K |
| TCTC Holdings, LLC | 0.00% | No change | 962 | $57K |
| Pineridge Advisors LLC | 0.02% | Reduce -14.1% | 905 | $53K |
| Strategic Advocates LLC | 0.01% | New | 865 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 850 | $50K |
| Assetmark, Inc. | 0.00% | Reduce -99.8% | 839 | $49K |
| Archer Investment Corp | 0.01% | Add +0.4% | 830 | $49K |
| Creekmur Asset Management LLC | 0.01% | Reduce -23.8% | 821 | $48K |
| Phillips Financial Management, LLC | 0.00% | Reduce -5.0% | 814 | $48K |
| Root Financial Partners, LLC | 0.00% | New | 784 | $46K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 781 | $46K |
| 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% | No change | 741 | $44K |
| Hollencrest Capital Management | 0.00% | No change | 714 | $42K |
| Chesapeake Asset Management LLC | 0.04% | No change | 687 | $40K |
| Lanark Financial, Inc. | 0.00% | New | 675 | $40K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 592 | $35K |
| Stephens Consulting, LLC | 0.01% | Add +146.1% | 561 | $33K |
| Sound Income Strategies, LLC | 0.00% | Reduce -37.2% | 512 | $30K |
| Bangor Savings Bank | 0.00% | New | 500 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1062.8% | 500 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 492 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | Add +990.9% | 480 | $28K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 477 | $28K |
| Signaturefd, LLC | 0.00% | Add +1.5% | 467 | $27K |
| Vision Financial Markets LLC | 0.02% | No change | 451 | $27K |
| FWL Investment Management, LLC | 0.01% | No change | 414 | $24K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -6.5% | 404 | $24K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 395 | $23K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 381 | $22K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 377 | $22K |
| Wealthspire Advisors, LLC | 0.00% | New | 374 | $22K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 347 | $20K |
| Geneos Wealth Management Inc. | 0.00% | New | 345 | $20K |
| Eukles Asset Management | 0.01% | No change | 344 | $20K |
| Colonial Trust Co / SC | 0.00% | Reduce -14.4% | 334 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 331 | $20K |
| Guerra Advisors Inc | 0.01% | New | 328 | $19K |
| Decker Retirement Planning Inc. | 0.01% | Add +3.2% | 290 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | 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 |
| Key Financial Inc | 0.00% | Add +34.3% | 278 | $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 |
| Asset Dedication, LLC | 0.00% | Reduce -28.9% | 224 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -93.1% | 52 | $13K |
| Aventura Private Wealth, LLC | 0.00% | No change | 212 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19500.0% | 196 | $12K |
| Orion Capital Management LLC | 0.00% | No change | 181 | $11K |
| Kelleher Financial Advisors | 0.00% | New | 180 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 173 | $10K |
| Motco | 0.00% | No change | 169 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 167 | $10K |
| Graney & King, LLC | 0.01% | No change | 155 | $9K |
| Evermay Wealth Management LLC | 0.00% | New | 153 | $9K |
| SouthState Bank Corp | 0.00% | Reduce -95.3% | 145 | $9K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -85.4% | 140 | $8K |
| Financial Connections Group, Inc. | 0.00% | New | 125 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.9% | 113 | $7K |
| Clarity Asset Management, Inc. | 0.00% | New | 110 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -13.5% | 109 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 101 | $6K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 100 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 100 | $6K |
| Founders Financial Alliance, LLC | 0.00% | New | 82 | $5K |
| Kilter Group LLC | 0.00% | Add +12.9% | 70 | $4K |
| New Millennium Group LLC | 0.00% | No change | 59 | $3K |
| Activest Wealth Management | 0.00% | New | 57 | $3K |
| MRP Capital Investments, LLC | 0.00% | New | 57 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 51 | $3K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -86.2% | 41 | $2K |
| Optimum Investment Advisors | 0.00% | No change | 33 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 27 | $2K |
| Heritage Wealth Advisors | 0.00% | New | 26 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 18 | $1K |
| Balentine LLC | 0.00% | No change | 17 | $1K |
| Solstein Capital, LLC | 0.00% | New | 16 | $942 |
| Angeles Wealth Management, LLC | 0.00% | No change | 5 | $294 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $177 |
| Chilton Capital Management LLC | 0.00% | New | 2 | $118 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $118 |
| Rakuten Securities, Inc. | 0.00% | No change | 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.