Vanguard Short-Term TreasuryVGSHETF
13F holders, Q4 2025 (December 31)1,047holders +109
107new positions
61sold out
6famous investors
$58.70avg. 13F price*
At the end of Q4 2025, 1,047 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 109 from Q3 2025. 107 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($2.6B), Morgan Stanley ($1.4B) and Bank of America Corp. ($611.1M). 6 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 Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Vanguard Short-Term Treasury
- CUSIP
- 92206C102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $298.9M |
| Exits | 61 | $118.0M |
All 13F filers, Q3 2025 → Q4 2025: 49,085,748 shares bought and 10,686,774 shares sold, net +38,398,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,047 holders
| JPMorgan Chase & Co. | 0.18% | Add +73.3% | 44,271,961 | $2.6B |
| Morgan Stanley | 0.08% | Add +7.6% | 23,769,661 | $1.4B |
| Bank of America Corp. | 0.04% | Add +5.1% | 10,404,909 | $611.1M |
| Baird Financial Group, Inc. | 0.82% | Add +33.8% | 8,958,632 | $526.1M |
| Northern Trust Corp. | 0.06% | Add +4.2% | 8,425,375 | $494.8M |
| Orgel Wealth Management, LLC | 10.47% | Add +7.3% | 8,078,817 | $474.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.3% | 5,467,932 | $321.1M |
| Cerity Partners LLC | 0.41% | Add +21.9% | 4,830,914 | $283.7M |
| NorthRock Partners, LLC | 4.70% | Add +7.8% | 4,732,147 | $277.9M |
| State Street Corp. | 0.01% | No change | 4,400,000 | $258.4M |
| Rwa Wealth Partners, LLC | 2.44% | Reduce -11.3% | 3,801,654 | $223.3M |
| Wells Fargo & Company | 0.04% | Reduce -0.6% | 3,756,657 | $220.6M |
| LPL Financial LLC | 0.06% | Add +28.8% | 3,500,601 | $205.6M |
| Ameriprise Financial Inc. | 0.05% | Add +2.4% | 3,426,536 | $201.2M |
| Raymond James Financial Inc. | 0.06% | Add +4.8% | 3,422,435 | $201.0M |
| M&T Bank Corp | 0.64% | Add +2.6% | 3,389,876 | $199.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -2.4% | 3,246,379 | $190.7M |
| Partners Capital Investment Group, LLP | 6.35% | Add +17.4% | 2,899,929 | $170.3M |
| New York Life Investment Management LLC | 1.41% | Add +221.9% | 2,786,774 | $163.7M |
| Pure Financial Advisors, LLC | 2.25% | Add +9.3% | 2,553,103 | $149.9M |
| UBS Group AG | 0.03% | Add +7.1% | 2,515,363 | $147.7M |
| Royal Bank of Canada | 0.02% | Add +7.5% | 2,253,571 | $132.4M |
| Corient Private Wealth LP | 0.18% | Add +648.9% | 2,233,994 | $131.2M |
| Smithfield Trust Co | 5.26% | Reduce -2.5% | 2,026,919 | $119.0M |
| Nepc LLC | 2.49% | Add +62.5% | 1,993,299 | $117.1M |
| NewEdge Wealth, LLC | 1.31% | Add +908.1% | 1,974,566 | $116.0M |
| Penserra Capital Management LLC | 1.34% | Add +51.0% | 1,912,299 | $112.3M |
| HighTower Advisors, LLC | 0.12% | Reduce -4.2% | 1,910,663 | $112.2M |
| TD Private Client Wealth LLC | 2.24% | Add +10.9% | 1,792,608 | $105.3M |
| MAI Capital Management | 0.60% | Add +10.8% | 1,765,573 | $103.7M |
| Brown Advisory Inc. | 0.14% | Reduce -0.2% | 1,714,417 | $100.7M |
| Blue Trust, Inc. | 1.00% | Reduce -22.1% | 1,500,850 | $88.1M |
| Miller Investment Management, LP | 8.51% | Add +39.7% | 1,483,390 | $87.1M |
| Creative Planning | 0.06% | Reduce -7.7% | 1,470,074 | $86.3M |
| Osaic Holdings, Inc. | 0.13% | Add +2.2% | 1,465,771 | $86.1M |
| Coldstream Capital Management Inc. | 1.07% | Add +27.8% | 1,400,031 | $82.2M |
| Focus Partners Wealth | 0.09% | Add +613.8% | 1,372,846 | $80.6M |
| Valmark Advisers, Inc. | 0.98% | Add +2.8% | 1,348,251 | $79.2M |
| Elm Partners Management LLC | 3.54% | Add +58.2% | 1,328,709 | $78.0M |
| Beacon Pointe Advisors, LLC | 0.54% | Add +7.1% | 1,305,199 | $76.7M |
| First Financial Bankshares Inc | 1.54% | Add +2.5% | 1,302,538 | $76.5M |
| Advisory Alpha, LLC | 2.08% | Add +1.4% | 1,301,362 | $76.4M |
| Evensky & Katz LLC | 4.20% | Add +3.7% | 1,266,169 | $74.4M |
| Cambridge Associates LLC /Ma/ | 1.16% | Reduce -4.7% | 1,202,093 | $70.6M |
| Retirement Planning Group, LLC | 2.32% | Add +5.1% | 1,201,892 | $70.6M |
| First Command Advisory Services, Inc. | 0.46% | Add +2.4% | 1,125,904 | $66.1M |
| Truist Financial Corp. | 0.09% | Reduce -2.0% | 1,108,672 | $65.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.17% | Add +5.6% | 1,106,747 | $65.0M |
| Mayport, LLC | 12.93% | Add +15.9% | 1,093,032 | $64.2M |
| Trustmark Bank Trust Department | 4.00% | Add +6.8% | 1,078,654 | $63.3M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +21.7% | 1,040,277 | $61.1M |
| Chemistry Wealth Management LLC | 11.34% | Add +3.0% | 1,031,784 | $60.6M |
| Oak Harvest Investment Services | 6.11% | Add +8.4% | 953,522 | $56.0M |
| Cornerstone Wealth Advisors, Inc. | 12.97% | Add +5.6% | 949,820 | $55.8M |
| Presilium Private Wealth, LLC | 10.18% | Add +6.1% | 949,152 | $55.7M |
| Cetera Investment Advisers | 0.06% | Reduce -12.6% | 933,172 | $54.8M |
| AE Wealth Management LLC | 0.31% | Add +6.3% | 924,555 | $54.3M |
| 49 Wealth Management, LLC | 4.42% | Add +25.8% | 923,848 | $54.3M |
| Strata Wealth Advisors, LLC | 14.79% | Add +1.9% | 905,348 | $53.2M |
| Citigroup Inc. | 0.04% | Add +1.5% | 884,954 | $52.0M |
| Falcon Wealth Planning | 4.31% | Add +6.8% | 871,553 | $51.2M |
| Acropolis Investment Management, LLC | 2.30% | Reduce -55.1% | 870,938 | $51.2M |
| Westerkirk Capital Inc. | 4.97% | New | 868,150 | $51.0M |
| Insight 2811, Inc. | 21.36% | Add +1.6% | 823,748 | $48.4M |
| Patten & Patten Inc. | 2.81% | Add +1.1% | 816,217 | $47.9M |
| Foster Group, Inc. | 1.45% | Add +7.5% | 814,899 | $47.9M |
| Portland Global Advisors LLC | 5.13% | Add +8.8% | 814,006 | $47.8M |
| Wealth Dimensions Group, Ltd. | 9.39% | Add +5.0% | 806,019 | $47.3M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -6.3% | 804,412 | $47.2M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -1.8% | 731,527 | $43.0M |
| Vanguard Group Inc. | 0.00% | Add +9.7% | 688,684 | $40.4M |
| 1834 Investment Advisors Co. | 5.03% | Reduce -4.0% | 682,464 | $40.1M |
| Mariner, LLC | 0.05% | Reduce -3.2% | 678,569 | $39.9M |
| American Money Management, LLC | 6.21% | Add +6.8% | 673,039 | $39.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +24.0% | 622,017 | $36.5M |
| Ami Investment Management Inc. | 8.18% | Reduce -24.4% | 619,811 | $36.4M |
| Johns Hopkins University | 2.64% | No change | 616,877 | $36.2M |
| Old National Bancorp | 0.60% | Reduce -2.2% | 613,330 | $36.0M |
| Beacon Bank & Trust | 7.25% | New | 608,591 | $35.7M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -40.2% | 608,347 | $35.7M |
| Gould Asset Management LLC | 6.17% | Add +3.8% | 593,060 | $34.8M |
| Pacific Sage Partners, LLC | 5.43% | Add +10.0% | 582,356 | $34.2M |
| Arista Wealth Management, LLC | 4.19% | Add +6.1% | 579,828 | $34.1M |
| Opus Capital Group, LLC | 3.67% | Add +5.6% | 577,371 | $33.9M |
| Facet Wealth, Inc. | 0.58% | Add +5.5% | 557,891 | $32.8M |
| Five Oceans Advisors | 11.47% | Add +1.2% | 552,655 | $32.5M |
| Franklin Resources Inc. | 0.01% | Add +3.2% | 541,627 | $31.8M |
| Carnegie Investment Counsel | 0.59% | Add +0.2% | 540,332 | $31.7M |
| Armstrong Advisory Group, Inc. | 2.14% | Reduce -0.1% | 538,099 | $31.6M |
| Strategic Financial Services, Inc. | 1.45% | New | 533,529 | $31.3M |
| Haverford Trust Co | 0.28% | Add +8.2% | 529,358 | $31.1M |
| Bleakley Financial Group, LLC | 0.53% | Add +1.1% | 523,769 | $30.8M |
| Brookstone Capital Management | 0.35% | Reduce -1.7% | 523,056 | $30.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 514,578 | $30.2M |
| Scopus Asset Management, L.P. | 0.84% | No change | 512,714 | $30.1M |
| MassMutual Private Wealth & Trust, FSB | 0.76% | Reduce -5.0% | 505,116 | $29.7M |
| MainStreet Investment Advisors LLC | 4.26% | Reduce -5.4% | 504,878 | $29.7M |
| Level Financial Advisors | 7.78% | Add +12.2% | 500,842 | $29.4M |
| Winch Advisory Services, LLC | 6.48% | Add +2.7% | 498,840 | $29.3M |
| Stephens Inc. | 0.36% | Add +7.2% | 495,967 | $29.1M |
| Vernal Point Advisors, LLC | 11.82% | Reduce -10.3% | 488,196 | $28.7M |
| Maseco LLP | 1.25% | Reduce -9.3% | 487,417 | $28.6M |
| Wellspring Financial Advisors, LLC | 2.24% | Add +41.3% | 482,502 | $28.3M |
| Morling Financial Advisors, LLC | 8.81% | Add +8.8% | 475,730 | $27.9M |
| Cordant, Inc. | 11.54% | Reduce -2.1% | 468,564 | $27.5M |
| First National Bank of Omaha | 0.80% | New | 462,117 | $27.2M |
| Wolff Financial Management LLC | 6.06% | Add +4.5% | 458,434 | $26.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.5% | 455,495 | $26.8M |
| Creative Financial Designs Inc. | 1.69% | Add +6.4% | 455,606 | $26.8M |
| Master's Wealth Management Inc. | 9.52% | New | 450,609 | $26.5M |
| Lido Advisors, LLC | 0.10% | Add +480.1% | 447,410 | $26.3M |
| Park Avenue Securities LLC | 0.22% | Add +5.9% | 441,665 | $25.9M |
| Strategic Point Investment Advisors, LLC | 3.49% | Add +3.7% | 429,194 | $25.2M |
| Compass Wealth Management, LLC | 10.04% | Reduce -3.5% | 415,339 | $24.4M |
| MML Investors Services, LLC | 0.06% | Add +18.7% | 410,257 | $24.1M |
| Stratos Wealth Advisors, LLC | 1.16% | Add +4.5% | 407,778 | $23.9M |
| Vise Technologies, Inc. | 0.47% | Add +54.8% | 404,642 | $23.8M |
| Salomon & Ludwin, LLC | 2.10% | Add +4.7% | 403,889 | $23.7M |
| Warwick Investment Management, Inc. | 3.65% | Add +170.9% | 403,239 | $23.7M |
| Jaffetilchin Investment Partners, LLC | 1.36% | Add +1.9% | 395,712 | $23.2M |
| Global Wealth Management Investment Advisory, Inc. | 3.66% | Add +9.6% | 389,123 | $22.9M |
| Peak Asset Management, LLC | 3.82% | Add +4.8% | 382,255 | $22.4M |
| Regions Financial Corp. | 0.14% | Add +0.0% | 380,937 | $22.4M |
| Alta Advisers Ltd | 8.10% | Reduce -34.3% | 435,327 | $22.4M |
| Charles Schwab Trust Co | 1.46% | Reduce -1.0% | 377,646 | $22.2M |
| Anderson Hoagland & Co. | 1.86% | Add +22.3% | 368,439 | $21.6M |
| Lowe Brockenbrough & Co. Inc. | 1.03% | Add +25.6% | 357,782 | $21.0M |
| Shah Capital Management | 4.03% | Reduce -0.1% | 356,178 | $20.9M |
| Seven Mile Advisory | 3.54% | Add +16.3% | 345,065 | $20.3M |
| Farther Finance Advisors, LLC | 0.22% | Add +13.5% | 341,525 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.0% | 334,555 | $19.6M |
| Ullmann Wealth Partners Group, LLC | 2.03% | Add +35.4% | 331,951 | $19.5M |
| WBH Advisory Inc. | 1.44% | Add +5.2% | 331,265 | $19.5M |
| BluePrint Investing LLC | 16.86% | — | 320,350 | $18.8M |
| Human Investing LLC | 2.64% | Add +4.3% | 318,111 | $18.7M |
| NewSquare Capital LLC | 1.63% | Reduce -22.0% | 314,964 | $18.5M |
| Capital Investment Services of America, Inc. | 1.74% | Add +19.4% | 314,665 | $18.5M |
| Efficient Advisors, LLC | 1.08% | Reduce -20.8% | 314,362 | $18.5M |
| Montag A & Associates Inc. | 0.83% | Add +14.3% | 309,545 | $18.2M |
| Foundations Investment Advisors, LLC | 0.23% | Reduce -6.6% | 302,545 | $17.8M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -2.6% | 301,219 | $17.7M |
| Concurrent Investment Advisors, LLC | 0.20% | Reduce -0.5% | 297,345 | $17.5M |
| Wright Wealth LLC | 11.34% | — | 296,109 | $17.4M |
| Orser Capital Management, LLC | 9.80% | Add +9.7% | 295,160 | $17.3M |
| Axxcess Wealth Management, LLC | 0.30% | Reduce -3.6% | 282,251 | $16.6M |
| Allen Investment Management, LLC | 0.18% | No change | 281,813 | $16.6M |
| Scratch Capital LLC | 10.72% | Add +3.4% | 278,952 | $16.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.8% | 275,917 | $16.2M |
| Private Advisor Group, LLC | 0.08% | Add +13.3% | 272,520 | $16.0M |
| Prudential PLC | 0.13% | Reduce -1.5% | 272,421 | $16.0M |
| E&R Wealth Management, LLC | 16.53% | — | 269,707 | $15.8M |
| Cascade Wealth Advisors, Inc | 7.20% | Reduce -6.5% | 265,515 | $15.6M |
| Voisard Asset Management Group, Inc. | 3.36% | Add +5.3% | 264,928 | $15.6M |
| Patriot Investment Management Group, Inc. | 0.98% | Add +5.5% | 263,556 | $15.5M |
| Whitcomb & Hess, Inc. | 3.63% | Add +11.4% | 262,238 | $15.4M |
| Bokf, NA | 0.24% | Add +24.7% | 261,568 | $15.4M |
| Studio Investment Management LLC | 2.76% | Add +5.3% | 257,299 | $15.1M |
| Rogco, LP | 4.94% | Add +4.6% | 254,178 | $14.9M |
| Summit Trail Advisors, LLC | 0.26% | Reduce -89.4% | 252,724 | $14.8M |
| Jones Financial Companies LLLP | 0.01% | Add +10.8% | 252,163 | $14.8M |
| Northwest Wealth Management, LLC | 2.33% | Reduce -0.9% | 252,103 | $14.8M |
| Empowered Funds, LLC | 0.25% | Add +35.3% | 250,822 | $14.7M |
| Harbour Investments, Inc. | 0.30% | Add +8.2% | 250,193 | $14.7M |
| McLean Asset Management Corp | 2.62% | Add +12.9% | 248,690 | $14.6M |
| Kure Advisory, LLC | 8.12% | Add +10.1% | 247,213 | $14.5M |
| MOKAN Wealth Management Inc. | 6.31% | Add +10.7% | 242,230 | $14.2M |
| Conservest Capital Advisors, Inc. | 1.27% | Add +1.8% | 239,188 | $14.0M |
| Compass Planning Associates Inc | 9.63% | Add +214.6% | 236,623 | $13.9M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -3.4% | 235,417 | $13.8M |
| Drum Hill Capital, LLC | 14.74% | Add +1.8% | 235,412 | $13.8M |
| GEN Financial Management, INC. | 8.59% | Add +20.3% | 232,259 | $13.6M |
| Element Pointe Advisors, LLC | 2.63% | Add +22.2% | 232,030 | $13.6M |
| Montecito Bank & Trust | 2.16% | Add +3.3% | 230,848 | $13.6M |
| Websterrogers Financial Advisors, LLC | 3.89% | Add +5.3% | 228,066 | $13.4M |
| Guardsman Private Capital Management, Inc. | 10.62% | — | 226,901 | $13.3M |
| Apella Capital, LLC | 0.26% | Add +11.2% | 223,174 | $13.1M |
| Investure, LLC | 0.73% | No change | 222,200 | $13.0M |
| Kings Path Partners LLC | 4.54% | Add +8.5% | 220,635 | $13.0M |
| Cypress Capital, LLC | 3.47% | Reduce -4.6% | 211,186 | $12.4M |
| Capital Investment Advisory Services, LLC | 0.87% | Reduce -4.4% | 209,600 | $12.3M |
| Mill Creek Capital Advisors, LLC | 0.25% | Reduce -32.0% | 209,553 | $12.3M |
| Chicago Partners Investment Group LLC | 0.30% | Add +0.9% | 206,647 | $12.1M |
| Unison Advisors LLC | 1.05% | Add +3.5% | 204,878 | $12.0M |
| Russell Investments Group, Ltd. | 0.01% | New | 204,309 | $12.0M |
| NewEdge Advisors, LLC | 0.04% | Add +46.2% | 203,939 | $12.0M |
| ARK & TLK Investments, LLC | 3.27% | Add +19.8% | 202,660 | $11.9M |
| Arkadios Wealth Advisors | 0.23% | Add +1.7% | 201,441 | $11.8M |
| Nicolet Advisory Services, LLC | 0.77% | Reduce -5.7% | 194,125 | $11.4M |
| National Bank of Canada | 0.01% | Reduce -3.3% | 191,135 | $11.2M |
| Captrust Financial Advisors | 0.02% | Add +20.1% | 186,170 | $10.9M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -1.3% | 185,927 | $10.9M |
| Horizon Financial Services, LLC | 4.92% | Add +1.1% | 183,941 | $10.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +0.6% | 181,120 | $10.6M |
| Roundview Capital LLC | 0.65% | Add +11.2% | 180,570 | $10.6M |
| Middleton & Co. Inc. | 1.11% | Add +8.1% | 178,204 | $10.5M |
| Calder Financial LLC | 10.15% | — | 176,044 | $10.3M |
| Quadrant Capital Group LLC | 0.31% | Add +21.4% | 173,423 | $10.2M |
| EPG Wealth Management LLC | 2.70% | Add +2.8% | 170,776 | $10.0M |
| Greenwood Capital Associates LLC | 1.09% | Reduce -0.4% | 170,757 | $10.0M |
| Sollinda Capital Management LLC | 2.56% | Reduce -6.5% | 170,630 | $10.0M |
| Elite Financial, Inc. | 4.55% | Add +5.3% | 170,502 | $10.0M |
| HM Payson & Co. | 0.14% | Add +0.2% | 170,281 | $10.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -3.4% | 169,788 | $10.0M |
| Zevin Asset Management LLC | 1.33% | New | 169,373 | $9.9M |
| Vertex Investment Solutions Co., Ltd. | 9.81% | — | 168,500 | $9.9M |
| SCS Capital Management LLC | 0.10% | Reduce -7.1% | 167,556 | $9.8M |
| CreativeOne Wealth, LLC | 0.24% | Add +4.5% | 166,153 | $9.8M |
| Unconventional Investor, LLC | 4.63% | Add +63.3% | 165,875 | $9.7M |
| Octavia Wealth Advisors, LLC | 0.92% | Add +7.3% | 163,574 | $9.6M |
| Values First Advisors, Inc. | 4.92% | Add +5.3% | 161,413 | $9.5M |
| Retirement Systems of Alabama | 0.03% | Add +35.9% | 161,270 | $9.5M |
| Disciplined Investments, LLC | 3.62% | Add +6.2% | 160,149 | $9.4M |
| Comerica Bank | 0.04% | Add +9.9% | 159,545 | $9.4M |
| United Capital Financial Advisors, LLC | 0.06% | Add +13.8% | 156,558 | $9.2M |
| Cravens & Co Advisors, LLC | 5.99% | Reduce -0.4% | 155,769 | $9.2M |
| EverSource Wealth Advisors, LLC | 0.33% | Add +18.3% | 154,223 | $9.1M |
| DDD Partners, LLC | 0.58% | Add +8.5% | 154,075 | $9.0M |
| Compton Wealth Advisory Group, LLC | 1.97% | Reduce -3.0% | 153,855 | $9.0M |
| Estate Counselors, LLC | 0.73% | Add +19.9% | 147,532 | $8.7M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -0.1% | 146,378 | $8.6M |
| Integrated Advisors Network LLC | 0.37% | Add +9.0% | 143,977 | $8.5M |
| Bank of Montreal | 0.00% | Add +30.3% | 143,305 | $8.4M |
| First American Trust, FSB | 0.57% | Add +160.5% | 141,295 | $8.3M |
| Cape Ann Savings Bank | 4.25% | Reduce -1.5% | 140,842 | $8.3M |
| Shufro Rose & Co. LLC | 0.55% | Add +64.4% | 137,650 | $8.1M |
| Bull Street Advisors, LLC | 3.76% | Add +1.3% | 137,537 | $8.1M |
| Causey Wealth LLC | 3.66% | Add +12.2% | 137,156 | $8.1M |
| Stifel Financial Corp. | 0.01% | Reduce -2.4% | 137,060 | $8.0M |
| Biltmore Wealth Management, LLC | 3.04% | Add +2.7% | 137,020 | $8.0M |
| Beacon Financial Strategies CORP | 4.46% | Add +0.8% | 136,131 | $8.0M |
| Woodmont Investment Counsel LLC | 0.50% | Reduce -2.4% | 134,860 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +58.2% | 133,937 | $7.9M |
| NorthCoast Asset Management LLC | 0.17% | Reduce -87.5% | 133,927 | $7.9M |
| Municipal Employees' Retirement System of Michigan | 0.09% | Reduce -6.4% | 133,074 | $7.8M |
| Guardian Wealth Management, LLC | 2.47% | — | 132,434 | $7.8M |
| Scotia Capital Inc. | 0.03% | Add +92.6% | 131,581 | $7.7M |
| Marion Wealth Management | 1.70% | Add +3.1% | 130,065 | $7.6M |
| Certified Advisory Corp | 0.69% | Add +4.1% | 129,495 | $7.6M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +20.3% | 129,246 | $7.6M |
| Titleist Asset Management, LLC | 0.61% | Add +15.6% | 128,876 | $7.6M |
| Heritage Wealth Management, Inc. | 4.78% | Add +5.4% | 125,686 | $7.4M |
| Capital Investment Advisors, LLC | 0.11% | New | 125,434 | $7.4M |
| Metropolitan Life Insurance Co | 2.20% | Reduce -12.1% | 123,600 | $7.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +6.7% | 122,404 | $7.2M |
| Beverly Hills Private Wealth, LLC | 1.24% | Reduce -26.4% | 121,660 | $7.1M |
| Citadel Advisors | 0.00% | Add +4.8% | 120,376 | $7.1M |
| Zacks Investment Management | 0.06% | Reduce -3.4% | 119,929 | $7.0M |
| Sage Mountain Advisors LLC | 0.37% | Reduce -11.3% | 119,318 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -10.0% | 119,302 | $7.0M |
| Mechanics Financial Corp | 2.56% | Reduce -3.4% | 118,046 | $6.9M |
| Muirfield Wealth Advisors LLC | 5.06% | Reduce -1.9% | 117,368 | $6.9M |
| Financial Plan, Inc. | 0.78% | — | 115,968 | $6.8M |
| Aventus Investment Advisors, Inc. | 5.43% | Add +6.4% | 114,168 | $6.7M |
| Journey Advisory Group, LLC | 0.55% | Add +5.9% | 111,853 | $6.6M |
| Monograph Wealth Advisors, LLC | 0.64% | Add +165.3% | 110,142 | $6.5M |
| Horizon Kinetics Asset Management LLC | 0.09% | Reduce -11.9% | 110,086 | $6.5M |
| Lauer Wealth, LLC | 4.82% | Reduce -2.0% | 107,961 | $6.3M |
| AmeriServ Wealth Advisors | 3.69% | Reduce -31.0% | 108,028 | $6.3M |
| Safir Wealth Advisors, LLC | 4.43% | Reduce -2.8% | 107,466 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | New | 106,664 | $6.3M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -17.9% | 106,567 | $6.3M |
| Edge Financial Advisors LLC | 2.62% | Add +11.9% | 106,196 | $6.2M |
| Hara Capital LLC | 3.45% | Reduce -12.1% | 105,555 | $6.2M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 104,600 | $6.1M |
| Discipline Wealth Solutions, LLC | 1.12% | New | 103,205 | $6.1M |
| Vident Advisory, LLC | 0.06% | Add +26.9% | 102,385 | $6.0M |
| Spectrum Financial Alliance Ltd LLC | 1.18% | Add +7.0% | 101,964 | $6.0M |
| Signal Advisors Wealth, LLC | 0.47% | Add +17.2% | 101,667 | $6.0M |
| Rockingstone Advisors LLC | 2.71% | Reduce -6.8% | 101,260 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 101,095 | $5.9M |
| Echo45 Advisors LLC | 3.36% | Reduce -37.0% | 100,210 | $5.9M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +3.9% | 100,201 | $5.9M |
| Retirement Financial Solutions, LLC | 1.70% | Add +20.8% | 98,877 | $5.8M |
| Hexagon Capital Partners LLC | 1.06% | Add +5.1% | 97,772 | $5.7M |
| Marotta Asset Management | 1.06% | Add +14.3% | 97,704 | $5.7M |
| XY Planning Network, Inc. | 1.00% | Add +80.9% | 97,506 | $5.7M |
| Oak Grove Capital LLC | 1.14% | Add +177.5% | 97,400 | $5.7M |
| Strategic Investment Solutions, Inc. | 1.37% | Reduce -3.8% | 96,639 | $5.7M |
| Kathmere Capital Management, LLC | 0.38% | Add +4.8% | 96,759 | $5.7M |
| McIlrath & Eck, LLC | 0.52% | Add +21.9% | 95,569 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Add +18.3% | 94,636 | $5.6M |
| Colony Family Offices, LLC | 1.38% | Reduce -3.8% | 94,315 | $5.5M |
| HB Wealth Management, LLC | 0.04% | Reduce -2.3% | 93,111 | $5.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -11.3% | 91,371 | $5.4M |
| World Investment Advisors | 0.09% | Add +21.0% | 90,557 | $5.3M |
| Simplicity Wealth,LLC | 0.32% | Add +7.5% | 90,423 | $5.3M |
| Perigon Wealth Management, LLC | 0.09% | Add +40.7% | 90,282 | $5.3M |
| OneAscent Investment Solutions LLC | 5.52% | No change | 88,728 | $5.2M |
| Aptus Capital Advisors, LLC | 0.04% | Add +4.8% | 88,284 | $5.2M |
| Elmwood Wealth Management, Inc. | 1.64% | Reduce -0.4% | 88,198 | $5.2M |
| Kensington Asset Management, LLC | 0.27% | New | 87,874 | $5.2M |
| Triad Investment Management | 5.23% | — | 87,845 | $5.2M |
| Fortune Financial Advisors, LLC | 3.47% | Add +6.2% | 87,656 | $5.1M |
| Climber Capital SA | 3.34% | — | 87,347 | $5.1M |
| Altiora Financial Group, LLC | 0.88% | Add +4.7% | 86,955 | $5.1M |
| ACR Alpine Capital Research, LLC | 0.08% | New | 86,500 | $5.1M |
| Cornerstone Financial Management LLC | 4.72% | — | 85,632 | $5.0M |
| CWA Asset Management Group, LLC | 0.18% | Reduce -23.1% | 85,349 | $5.0M |
| Financial Gravity Asset Management, Inc. | 0.96% | Add +3.5% | 84,754 | $5.0M |
| Hancock Whitney Corp. | 0.09% | Reduce -0.3% | 84,276 | $4.9M |
| Betterment LLC | 0.01% | Add +2.3% | 83,775 | $4.9M |
| Callan Family Office, LLC | 0.11% | New | 83,772 | $4.9M |
| MCF Advisors LLC | 0.27% | New | 83,129 | $4.9M |
| Tennessee Valley Asset Management Partners | 0.63% | Reduce -0.4% | 82,597 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +5.2% | 82,265 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -4.1% | 81,634 | $4.8M |
| Culbertson A N & Co. Inc. | 0.66% | Reduce -0.8% | 81,531 | $4.8M |
| Citizens Financial Group Inc. | 0.06% | Add +1.0% | 81,153 | $4.8M |
| O'Domhnaill Enterprises, Inc. | 4.46% | — | 81,015 | $4.8M |
| Whittier Trust Co. | 0.05% | Reduce -4.3% | 80,838 | $4.8M |
| CWC Advisors, LLC. | 2.29% | Reduce -1.7% | 80,802 | $4.7M |
| Roble, Belko & Company, Inc | 0.61% | Add +20.8% | 79,287 | $4.7M |
| Jump Financial, LLC | 0.06% | New | 76,755 | $4.5M |
| Aegis Wealth Management LLC | 2.54% | Add +14.2% | 76,494 | $4.5M |
| Truepoint, Inc. | 0.10% | Add +10.0% | 75,633 | $4.4M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -22.1% | 74,599 | $4.4M |
| White Lighthouse Investment Management Inc. | 0.61% | Add +7.1% | 74,371 | $4.4M |
| CBM Financial, LLC | 2.95% | — | 73,864 | $4.3M |
| Heck Capital Advisors, LLC | 0.32% | Add +682.2% | 73,085 | $4.3M |
| Arvest Investments, Inc. | 0.60% | Add +11.5% | 73,077 | $4.3M |
| Institute for Wealth Management, LLC. | 0.45% | Add +88.4% | 72,979 | $4.3M |
| Tillman Hartley LLC | 1.07% | Add +0.6% | 72,753 | $4.3M |
| Belpointe Asset Management LLC | 0.15% | Reduce -32.3% | 72,289 | $4.2M |
| Curran Financial Partners, LLC | 0.80% | Add +16.2% | 72,036 | $4.2M |
| RFG Advisory, LLC | 0.08% | Add +2.4% | 71,633 | $4.2M |
| Capital Investment Counsel, LLC | 0.58% | Reduce -5.7% | 70,988 | $4.2M |
| Everett Harris & Co. | 0.05% | Add +39.5% | 70,880 | $4.2M |
| Boston Family Office LLC | 0.26% | Add +8.6% | 70,832 | $4.2M |
| Xcelsior Advisor Partners LLC | 2.01% | — | 70,429 | $4.1M |
| CENTRAL TRUST Co | 0.08% | Add +9.9% | 70,259 | $4.1M |
| Advisory Research Inc. | 0.51% | No change | 69,657 | $4.1M |
| Alhambra Investment Management LLC | 1.90% | Add +4.6% | 69,541 | $4.1M |
| Thomas Story & Son LLC | 1.51% | Reduce -0.3% | 69,056 | $4.1M |
| Kassira Wealth Management LLC | 3.84% | Add +11.9% | 68,873 | $4.0M |
| Cornerstone Financial Group, LLC | 2.81% | Add +0.3% | 68,632 | $4.0M |
| Rovin Capital /Ut/ | 1.06% | Add +108.8% | 67,888 | $4.0M |
| Ascentis Independent Advisors | 0.64% | Add +379.4% | 67,419 | $4.0M |
| Marietta Wealth Management, LLC | 0.45% | Add +5.2% | 66,785 | $3.9M |
| Breakwater Investment Management | 1.42% | Add +18.2% | 66,710 | $3.9M |
| Balboa Wealth Partners | 0.64% | Add +82.3% | 65,847 | $3.9M |
| Koshinski Asset Management, Inc. | 0.25% | Add +77.0% | 65,628 | $3.9M |
| Argent Trust Co | 0.13% | Add +2.3% | 65,096 | $3.8M |
| Signet Financial Management, LLC | 0.43% | Reduce -5.4% | 64,965 | $3.8M |
| CWS Financial Advisors, LLC | 1.03% | Add +14.0% | 64,626 | $3.8M |
| Manchester Capital Management LLC | 0.51% | Add +19.4% | 64,344 | $3.8M |
| Welch Group, LLC | 0.14% | Add +16.7% | 63,425 | $3.7M |
| Curi Capital, LLC | 0.06% | Add +13.8% | 62,954 | $3.7M |
| Impact Investors, Inc | 2.50% | Add +44.5% | 61,331 | $3.6M |
| Brucke Financial, Inc. | 1.96% | Add +12.7% | 61,001 | $3.6M |
| Valley Financial Group, Inc. | 2.01% | Reduce -9.7% | 60,813 | $3.6M |
| Allworth Financial LP | 0.01% | Reduce -1.8% | 60,590 | $3.6M |
| Edgestream Partners, L.P. | 0.10% | Reduce -18.6% | 59,830 | $3.5M |
| Trust Co. of Vermont | 0.15% | Add +139.8% | 59,794 | $3.5M |
| Asset One Wealth Management LLC | 0.48% | — | 59,231 | $3.5M |
| Fire Capital Management LLC | 1.71% | New | 58,549 | $3.4M |
| Wedmont Private Capital | 0.12% | Add +9.5% | 58,502 | $3.4M |
| Titan Investment Management LLC | 3.05% | — | 57,083 | $3.4M |
| BlackRock, Inc. | 0.00% | New | 56,953 | $3.3M |
| Nwam LLC | 0.19% | Add +5.0% | 56,550 | $3.3M |
| Stokes Family Office, LLC | 0.29% | Reduce -48.2% | 54,574 | $3.2M |
| Mather Group, Llc. | 0.03% | Add +118.8% | 54,212 | $3.2M |
| South Plains Financial, Inc. | 1.88% | Reduce -4.3% | 53,921 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +29.3% | 53,754 | $3.2M |
| Cardiff Park Advisors, LLC | 0.26% | Reduce -0.0% | 53,439 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +57.4% | 52,845 | $3.1M |
| Gotham Asset Management | 0.01% | No change | 52,765 | $3.1M |
| 4WEALTH Advisors, Inc. | 2.68% | Reduce -0.4% | 52,679 | $3.1M |
| Accurate Wealth Management, LLC | 0.39% | Add +6.1% | 52,233 | $3.1M |
| Successful Portfolios LLC | 1.55% | Add +2.2% | 51,687 | $3.0M |
| Alliance Wealth Advisors, LLC | 0.66% | New | 51,618 | $3.0M |
| RoundAngle Advisors LLC | 2.20% | Add +2.7% | 51,511 | $3.0M |
| Anchor Investment Management, LLC | 0.25% | Reduce -3.0% | 51,489 | $3.0M |
| Avior Wealth Management, LLC | 0.09% | Reduce -34.7% | 51,350 | $3.0M |
| Miller Financial Services LLC | 3.50% | Add +51.0% | 50,791 | $3.0M |
| Ieq Capital, LLC | 0.01% | Add +31.0% | 50,683 | $3.0M |
| Essential Partners LLC | 0.91% | Reduce -1.0% | 50,456 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.25% | Reduce -2.5% | 50,290 | $3.0M |
| Oak Family Advisors, LLC | 0.90% | Add +6.9% | 50,130 | $2.9M |
| Tortoise Investment Management, LLC | 0.26% | Add +60.4% | 49,756 | $2.9M |
| Three Bearings Fiduciary Advisors, Inc. | 2.72% | — | 49,346 | $2.9M |
| American Investment Services, Inc. | 0.67% | Reduce -2.0% | 49,172 | $2.9M |
| ORG Partners LLC | 0.51% | Add +37.2% | 48,716 | $2.9M |
| SMART Wealth LLC | 0.87% | Add +7.8% | 48,567 | $2.9M |
| North Capital, Inc. | 2.45% | Reduce -4.0% | 48,497 | $2.8M |
| MRWM Advisors, LLC | 1.49% | Reduce -21.7% | 47,353 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +17.5% | 47,124 | $2.8M |
| Schulz Wealth, LTD. | 1.76% | Reduce -1.6% | 46,843 | $2.8M |
| TrueWealth Advisors, LLC | 0.71% | Reduce -0.0% | 46,600 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Add +5.0% | 46,247 | $2.7M |
| Raffa Wealth Management, LLC | 0.41% | Reduce -1.5% | 44,866 | $2.6M |
| BDFS Capital LLC | 1.31% | — | 44,276 | $2.6M |
| Circle Wealth Management, LLC | 0.04% | Add +13.0% | 44,109 | $2.6M |
| Windward Private Wealth Management Inc. | 0.89% | Reduce -1.6% | 43,959 | $2.6M |
| Quattro Financial Advisors LLC | 0.77% | Reduce -1.0% | 43,814 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Reduce -4.8% | 43,692 | $2.6M |
| Investment Advisory Group, LLC | 0.66% | Reduce -6.0% | 43,469 | $2.6M |
| Checchi Capital Advisers, LLC | 0.17% | Reduce -2.8% | 42,908 | $2.5M |
| Grove Street Fiduciary, LLC | 1.05% | No change | 42,700 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.22% | Reduce -0.3% | 42,684 | $2.5M |
| Mountain Pacific Investment Advisers LLC | 0.40% | Reduce -16.3% | 42,437 | $2.5M |
| One Degree Advisors Inc | 0.68% | Add +7.4% | 42,283 | $2.5M |
| Midwestern Financial, LLC | 2.05% | Reduce -3.3% | 42,273 | $2.5M |
| Westwood Wealth Management | 1.85% | New | 41,925 | $2.5M |
| Lionshead Wealth Management, LLC | 1.85% | Reduce -10.9% | 41,925 | $2.5M |
| GeoWealth Management, LLC | 0.09% | Add +103.8% | 41,772 | $2.5M |
| Transcendent Capital Group LLC | 1.11% | Add +3.0% | 41,599 | $2.4M |
| Noble Family Wealth, LLC | 0.51% | Add +12.9% | 41,310 | $2.4M |
| PYA Waltman Capital, LLC | 0.65% | Reduce -0.7% | 41,163 | $2.4M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -2.4% | 41,149 | $2.4M |
| LifeGuide Financial Advisors, LLC | 0.80% | New | 40,938 | $2.4M |
| Burney Co./ | 0.07% | Add +111.2% | 40,688 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.85% | Reduce -8.0% | 40,417 | $2.4M |
| Pacific Park Financial, Inc. | 1.48% | — | 40,356 | $2.4M |
| Arax Advisory Partners | 0.07% | New | 40,238 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Reduce -9.1% | 39,726 | $2.3M |
| Key Capital Management, INC | 2.25% | — | 38,648 | $2.3M |
| Chandler Asset Management, Inc. | 0.35% | Add +0.4% | 38,160 | $2.2M |
| Pinnacle Bancorp, Inc. | 0.65% | Reduce -1.7% | 37,775 | $2.2M |
| &partners | 0.01% | Reduce -0.7% | 37,582 | $2.2M |
| PFG Advisors | 0.11% | Add +11.9% | 37,352 | $2.2M |
| Hills Bank & Trust Co | 0.13% | Reduce -2.0% | 37,324 | $2.2M |
| Kingdom Financial Group LLC. | 0.67% | Add +230.1% | 36,974 | $2.2M |
| AQR Capital Management | 0.00% | Reduce -1.2% | 36,902 | $2.2M |
| Fiduciary Trust Co | 0.02% | Add +2.6% | 36,484 | $2.1M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -67.6% | 36,396 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +5.4% | 36,217 | $2.1M |
| Bearing Point Capital, LLC | 0.33% | Reduce -48.0% | 36,200 | $2.1M |
| McDonough Capital Management, Inc | 1.03% | Reduce -2.1% | 35,933 | $2.1M |
| Shayne & Jacobs, LLC | 0.64% | Add +0.7% | 35,855 | $2.1M |
| CFO4Life Group, LLC | 0.30% | New | 35,742 | $2.1M |
| Security Financial Services, INC. | 0.33% | Add +9.1% | 35,713 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +4.5% | 35,709 | $2.1M |
| Birchbrook, Inc. | 1.04% | Add +5.2% | 35,616 | $2.1M |
| Zhang Financial LLC | 0.08% | Add +7.7% | 35,486 | $2.1M |
| Savvy Advisors, Inc. | 0.07% | Add +178.6% | 34,996 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +22.6% | 58,190 | $2.0M |
| LJI Wealth Management, LLC | 0.30% | No change | 33,761 | $2.0M |
| Nest Investments, LLC | 1.64% | — | 33,369 | $2.0M |
| Kuhn & Co Investment Counsel | 1.30% | Add +0.2% | 33,339 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.3% | 33,184 | $1.9M |
| Sigma Planning Corp | 0.05% | Reduce -0.4% | 32,879 | $1.9M |
| Canal Capital Management, LLC | 0.27% | Reduce -3.2% | 32,838 | $1.9M |
| Insigneo Advisory Services, LLC | 0.14% | Add +1.7% | 32,162 | $1.9M |
| Iron Gate Global Advisors LLC | 0.19% | Add +38.4% | 32,045 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -41.3% | 31,459 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.26% | Reduce -18.1% | 31,350 | $1.8M |
| Evoke Wealth, LLC | 0.04% | Reduce -1.6% | 31,166 | $1.8M |
| Verus Financial Partners, Inc. | 0.17% | Reduce -0.3% | 30,534 | $1.8M |
| REDW Wealth LLC | 0.68% | Reduce -10.9% | 30,533 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +122.0% | 30,487 | $1.8M |
| Headinvest, LLC | 0.36% | Reduce -2.3% | 30,414 | $1.8M |
| Hegarty Advisors, LLC | 1.53% | — | 30,056 | $1.8M |
| Bell Bank | 0.08% | No change | 29,934 | $1.8M |
| Flagship Wealth Advisors, LLC | 0.51% | Reduce -1.8% | 29,916 | $1.8M |
| GatePass Capital, LLC | 0.91% | Reduce -11.9% | 29,500 | $1.7M |
| Independent Advisor Alliance | 0.04% | Reduce -12.1% | 29,482 | $1.7M |
| First Bancorp, Inc | 0.92% | Add +22.6% | 29,417 | $1.7M |
| Evansbrook LLC | 1.15% | — | 29,297 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +110.0% | 29,017 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +0.8% | 28,740 | $1.7M |
| Parkway Wealth Management Group, LLC | 0.22% | — | 28,202 | $1.7M |
| Fund Evaluation Group, LLC | 0.05% | Reduce -12.7% | 28,029 | $1.6M |
| MBA Advisors LLC | 0.66% | Add +91.8% | 27,942 | $1.6M |
| Agf Management Ltd. | 0.01% | Add +12.9% | 27,600 | $1.6M |
| LifeWealth Investments, LLC | 0.51% | Reduce -2.6% | 27,481 | $1.6M |
| Anchor Capital Advisors LLC | 0.05% | No change | 27,440 | $1.6M |
| Moody National Bank Trust Division | 0.15% | Add +6.7% | 27,065 | $1.6M |
| Index Fund Advisors, Inc. | 0.07% | Add +38.6% | 26,995 | $1.6M |
| AXS Investments LLC | 0.54% | Reduce -0.3% | 26,794 | $1.6M |
| Barton Investment Management | 0.17% | No change | 26,589 | $1.6M |
| Sun Life Financial Inc. | 0.08% | Reduce -39.2% | 26,450 | $1.6M |
| eCIO, Inc. | 0.72% | Add +3.9% | 26,437 | $1.6M |
| Clarity Capital Advisors, LLC | 0.78% | Add +13.2% | 26,404 | $1.6M |
| Centurion Wealth Management LLC | 0.33% | Add +8.5% | 25,945 | $1.5M |
| VERITY Wealth Advisors | 0.94% | No change | 25,648 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -14.9% | 25,605 | $1.5M |
| Summit Wealth Partners, LLC | 0.27% | Reduce -2.7% | 25,296 | $1.5M |
| SBI Securities Co., Ltd. | 0.04% | Add +26.6% | 25,176 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.07% | New | 25,094 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.35% | Add +5.1% | 24,508 | $1.4M |
| BIP Wealth, LLC | 0.05% | New | 24,402 | $1.4M |
| American National Bank & Trust | 0.14% | Add +28.0% | 24,337 | $1.4M |
| BancFirst Trust & Investment Management | 0.59% | Add +177.2% | 24,261 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Add +28.2% | 24,266 | $1.4M |
| Hobbs Group Advisors, LLC | 0.42% | Reduce -10.5% | 23,761 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | New | 23,612 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +1.2% | 23,611 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -5.2% | 23,490 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 23,309 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +57.6% | 23,129 | $1.4M |
| Fullerton Advisors, LLC | 1.35% | — | 22,955 | $1.3M |
| PFG Investments, LLC | 0.06% | Reduce -14.8% | 22,952 | $1.3M |
| Cadence Bank | 0.08% | Add +29.4% | 22,853 | $1.3M |
| BOK Financial Private Wealth, Inc. | 0.08% | Add +9.9% | 22,753 | $1.3M |
| Red Tortoise LLC | 0.57% | Add +1.1% | 22,718 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -5.7% | 22,704 | $1.3M |
| ETF Portfolio Partners, Inc. | 0.34% | Add +9.1% | 22,677 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.09% | Add +0.0% | 22,587 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +81.8% | 22,561 | $1.3M |
| Towneley Capital Management, Inc / DE | 0.28% | Add +7.6% | 22,421 | $1.3M |
| MBE Wealth Management, LLC | 0.55% | Add +3.2% | 22,366 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -23.7% | 22,296 | $1.3M |
| Sepio Capital, LP | 0.07% | Reduce -21.2% | 21,873 | $1.3M |
| Ranch Capital Advisors Inc. | 0.47% | Add +39.3% | 21,846 | $1.3M |
| Cambient Family Office, LLC | 0.18% | — | 21,839 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Add +8.4% | 21,743 | $1.3M |
| Continental Investors Services, Inc. | 1.63% | Add +42.7% | 20,983 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | New | 21,396 | $1.3M |
| Davis R M Inc. | 0.02% | Reduce -6.0% | 21,114 | $1.2M |
| Rothschild Wealth LLC | 0.12% | Add +50.6% | 21,096 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.39% | Reduce -68.7% | 21,081 | $1.2M |
| Advanced Asset Management Advisors Inc | 0.33% | Reduce -5.5% | 20,850 | $1.2M |
| RS Crum Inc. | 0.24% | Add +8.6% | 20,815 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +48.1% | 20,706 | $1.2M |
| Applied Capital LLC | 0.47% | Reduce -10.2% | 20,573 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -70.1% | 20,544 | $1.2M |
| Congress Park Capital LLC | 0.36% | New | 20,500 | $1.2M |
| Summit Global Investments | 0.07% | Add +0.3% | 20,488 | $1.2M |
| Defined Wealth Management, LLC | 0.69% | Reduce -1.3% | 20,271 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +88.9% | 20,269 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -1.1% | 20,214 | $1.2M |
| Belleair Asset Management, LLC | 1.13% | — | 20,182 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +5.5% | 20,016 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.83% | No change | 20,000 | $1.2M |
| Diligent Investors, LLC | 0.29% | New | 20,000 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Add +1.4% | 19,949 | $1.2M |
| Entrust Financial LLC | 0.87% | — | 19,871 | $1.2M |
| St Germain D J Co. Inc. | 0.05% | Add +124.8% | 19,780 | $1.2M |
| Howe & Rusling Inc. | 0.08% | Reduce -28.8% | 19,718 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | New | 19,636 | $1.2M |
| First Horizon Corp. | 0.05% | Add +0.8% | 19,599 | $1.2M |
| IFC & Insurance Marketing, Inc. | 1.13% | — | 19,387 | $1.1M |
| Blair William & Co. | 0.00% | Add +3.5% | 19,280 | $1.1M |
| North Dallas Bank & Trust Co. | 0.74% | — | 19,253 | $1.1M |
| Hardin Capital Partners, LLC | 0.53% | Add +1.8% | 19,102 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 19,041 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 0.99% | Add +0.8% | 18,901 | $1.1M |
| Rinkey Investments | 0.28% | Add +32.2% | 18,824 | $1.1M |
| Absolute Capital Management, LLC | 0.40% | Reduce -10.2% | 18,772 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.3% | 18,580 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | Add +1.2% | 18,539 | $1.1M |
| Avestar Capital, LLC | 0.07% | Add +7.9% | 18,492 | $1.1M |
| Embree Financial Group | 0.13% | Reduce -13.7% | 18,430 | $1.1M |
| Rothschild Capital Partners, LLC | 0.25% | Add +38.9% | 18,355 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | Add +2.9% | 18,223 | $1.1M |
| Great Waters Wealth Management | 0.12% | Reduce -4.4% | 18,180 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -48.3% | 18,174 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +44.4% | 17,894 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Add +4.3% | 17,830 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.18% | Add +1.1% | 17,827 | $1.0M |
| Iams Wealth Management, LLC | 0.38% | Add +9.2% | 17,820 | $1.0M |
| Greenspring Advisors, LLC | 0.06% | New | 17,808 | $1.0M |
| Trek Financial, LLC | 0.06% | Add +89.5% | 17,723 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +18.4% | 17,709 | $1.0M |
| Arkansas Financial Group, Inc. | 0.15% | Add +40.6% | 17,706 | $1.0M |
| Kaizen Financial Strategies | 0.46% | Reduce -10.4% | 17,701 | $1.0M |
| Roth Financial Partners LLC | 0.33% | Add +26.6% | 17,251 | $1.0M |
| American Trust | 0.08% | Add +3.0% | 17,160 | $1.0M |
| Advyzon Investment Management, LLC | 0.12% | Add +47.5% | 17,093 | $1.0M |
| Frontier Asset Management, LLC | 0.23% | Reduce -1.4% | 17,064 | $1.0M |
| Glenview Trust Co | 0.02% | No change | 17,047 | $1.0M |
| F/m Investments LLC | 0.04% | Add +10.7% | 16,935 | $995K |
| Arcus Capital Partners, LLC | 0.36% | Reduce -19.9% | 16,867 | $991K |
| SeaBridge Investment Advisors LLC | 0.16% | Reduce -0.8% | 16,848 | $989K |
| Sovran Advisors, LLC | 0.08% | Add +3.9% | 16,709 | $981K |
| MMBG Investment Advisors Co. | 0.08% | No change | 16,615 | $976K |
| Avise Financial Cooperative, Inc. | 0.88% | — | 16,429 | $965K |
| Snowden Capital Advisors LLC | 0.03% | Add +4.2% | 16,402 | $963K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +3.2% | 16,399 | $963K |
| Spectrum Planning & Advisory Services Inc. | 0.49% | Add +4.2% | 16,215 | $952K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | — | 16,162 | $949K |
| Vista Cima Wealth Management LLC | 0.79% | Reduce -0.1% | 16,130 | $947K |
| Schiavi & Co LLC | 0.30% | Add +223.6% | 16,062 | $943K |
| Aspiriant, LLC | 0.03% | Reduce -0.6% | 15,830 | $930K |
| HRT Financial LP | 0.00% | New | 15,760 | $925K |
| Greystone Financial Group, LLC | 0.14% | Add +19.6% | 15,544 | $913K |
| KRM Wealth Management L.L.C. | 0.50% | — | 15,525 | $912K |
| Rockwood Wealth Management, LLC | 0.07% | Add +48.5% | 15,517 | $911K |
| Gibraltar Capital Management, Inc. | 0.15% | Add +43.2% | 15,385 | $904K |
| Kitching Partners, LLC | 0.82% | Add +25.0% | 15,309 | $899K |
| Intrua Financial, LLC | 0.10% | Add +0.1% | 15,113 | $888K |
| FMR LLC | 0.00% | Add +0.5% | 15,032 | $883K |
| Cibc World Market Inc. | 0.00% | Add +8.8% | 15,029 | $883K |
| West Paces Advisors Inc. | 0.17% | New | 15,014 | $882K |
| Addis & Hill, Inc | 0.53% | Add +6.8% | 14,965 | $879K |
| Qube Research & Technologies Ltd | 0.00% | Add +84.6% | 14,837 | $871K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -1.6% | 14,832 | $871K |
| Five Pine Wealth Management | 0.56% | Add +9.7% | 14,805 | $870K |
| Silver Oak Advisory Group, Inc. | 0.39% | Add +10.5% | 14,610 | $858K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +7.0% | 14,520 | $854K |
| Proffitt & Goodson Inc. | 0.12% | Reduce -31.6% | 14,479 | $850K |
| Nicolet Bankshares Inc. | 0.14% | Add +18.4% | 14,445 | $848K |
| Oakmont Advisory Group, LLC | 0.90% | — | 14,334 | $842K |
| Manhattan West Asset Management, LLC | 0.17% | Reduce -44.8% | 14,274 | $838K |
| Apollon Financial, LLC | 0.12% | Add +90.6% | 14,208 | $834K |
| Stratos Investment Management, LLC | 0.03% | Reduce -2.4% | 14,132 | $830K |
| Broussard Financial Group LLC | 0.67% | — | 14,124 | $830K |
| Peterson Wealth Advisors, LLC | 0.11% | Reduce -5.0% | 14,107 | $829K |
| Winter & Associates, Inc. | 0.77% | — | 14,107 | $829K |
| KDT Advisors, LLC | 1.16% | No change | 14,080 | $827K |
| Viawealth, LLC | 0.46% | Reduce -24.3% | 13,855 | $814K |
| TPG Financial Advisors, LLC | 0.27% | Reduce -2.3% | 13,765 | $808K |
| Inlight Wealth Management, LLC | 0.29% | Add +40.4% | 13,648 | $802K |
| Diversified Trust Co. | 0.01% | New | 13,618 | $800K |
| Orcam Financial Group | 0.60% | Reduce -27.4% | 13,570 | $797K |
| Ares Financial Consulting, LLC | 0.76% | — | 13,563 | $797K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.27% | Reduce -1.2% | 13,539 | $795K |
| AEGON USA Investment Management, LLC | 0.71% | No change | 13,500 | $793K |
| Summit Financial, LLC | 0.01% | Add +1.2% | 13,463 | $791K |
| Smartleaf Asset Management LLC | 0.03% | Add +10.8% | 13,401 | $787K |
| FWG Investments, LLC. | 0.50% | Reduce -3.8% | 13,360 | $785K |
| Indivisible Partners | 0.08% | — | 13,312 | $782K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -1.6% | 13,241 | $778K |
| Braun-Bostich & Associates Inc. | 0.47% | Add +1.3% | 13,072 | $768K |
| Sellwood Investment Partners LLC | 0.30% | Reduce -70.5% | 13,041 | $766K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 12,833 | $754K |
| C M Bidwell & Associates Ltd. | 0.36% | Reduce -1.8% | 12,836 | $754K |
| Engineers Gate Manager LP | 0.01% | New | 12,734 | $748K |
| First County Bank | 0.39% | Add +1.1% | 12,726 | $747K |
| Valpey Financial Services, LLC | 0.47% | Add +15.2% | 12,669 | $744K |
| Dakota Wealth Management | 0.01% | Reduce -0.6% | 12,653 | $743K |
| Fifth Third Securities, Inc. | 0.05% | Add +9.6% | 12,571 | $738K |
| Principia Wealth Advisory, LLC | 0.46% | Add +0.7% | 12,547 | $737K |
| TRUE Private Wealth Advisors | 0.07% | Add +11.1% | 12,420 | $729K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -0.0% | 12,325 | $724K |
| Main Street Financial Solutions, LLC | 0.05% | Add +12.6% | 12,245 | $719K |
| Howard Bailey Securities, LLC | 0.28% | Reduce -0.1% | 12,177 | $715K |
| Lake Hills Wealth Management, LLC | 0.37% | Add +63.8% | 12,074 | $709K |
| Redwood Investment Management, LLC | 0.08% | Add +19.4% | 12,047 | $708K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -30.8% | 12,047 | $708K |
| GLOBALT Investments LLC / GA | 0.03% | New | 12,032 | $707K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 11,971 | $703K |
| Trivium Point Advisory, LLC | 0.07% | Add +51.6% | 11,765 | $691K |
| Birchcreek Wealth Management, LLC | 0.34% | Add +6.4% | 11,711 | $688K |
| Hilltop Holdings Inc. | 0.04% | Add +0.3% | 11,703 | $687K |
| Permanent Capital Management, LP | 0.13% | Add +1.3% | 11,691 | $687K |
| My Personal CFO, LLC | 0.29% | New | 11,665 | $685K |
| Amicus Financial Advisors, LLC | 0.19% | — | 11,661 | $685K |
| Vista Investment Management | 0.23% | New | 11,609 | $682K |
| Allstreet Capital Advisors LLC | 0.49% | — | 11,594 | $681K |
| IFP Advisors, Inc | 0.02% | Add +83.0% | 11,561 | $679K |
| Ruedi Wealth Management, Inc. | 0.18% | Reduce -4.6% | 11,496 | $675K |
| Ritholtz Wealth Management | 0.01% | Reduce -12.1% | 11,463 | $673K |
| L.K. Benson & Company, P.C. | 0.34% | Add +0.9% | 11,392 | $669K |
| Merited Wealth, LLC | 0.62% | — | 11,377 | $668K |
| LRI Investments, LLC | 0.05% | No change | 11,315 | $665K |
| Founders Financial Securities LLC | 0.04% | Add +20.5% | 11,258 | $661K |
| Ethos Financial Group, LLC | 0.05% | Add +4.1% | 11,256 | $661K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Add +3.7% | 11,237 | $660K |
| SG Americas Securities, LLC | 0.00% | No change | 11,189 | $657K |
| Leuthold Group, LLC | 0.07% | Reduce -10.2% | 11,151 | $655K |
| Thompson David Blair | 0.37% | — | 11,103 | $652K |
| Pictet North America Advisors SA | 0.06% | Add +43.6% | 11,100 | $652K |
| D'Orazio & Associates, Inc. | 0.08% | Add +5.9% | 11,077 | $651K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 10,984 | $645K |
| Albion Financial Group | 0.04% | Reduce -6.7% | 10,934 | $642K |
| Eagle Strategies LLC | 0.08% | Reduce -7.1% | 10,921 | $641K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -7.3% | 10,884 | $640K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -2.8% | 10,880 | $639K |
| Procyon Advisors, LLC | 0.03% | Add +17.2% | 10,806 | $635K |
| CFG Wealth Management Services, Inc. | 0.60% | — | 10,746 | $631K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -44.5% | 10,724 | $630K |
| Composition Wealth, LLC | 0.01% | Add +47.1% | 10,716 | $629K |
| Magnolia Private Wealth, LLC | 0.43% | Reduce -12.8% | 10,575 | $621K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | New | 10,513 | $617K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.7% | 10,507 | $617K |
| Financial Partners Group, Inc | 0.07% | No change | 10,383 | $611K |
| Veracity Capital LLC | 0.18% | Add +0.1% | 10,401 | $611K |
| Horizon Investments, LLC | 0.01% | Add +24.6% | 10,337 | $607K |
| Meitav Investment House Ltd. | 0.01% | Add +65.5% | 10,287 | $604K |
| Bragg Financial Advisors, Inc | 0.02% | Add +26.6% | 10,230 | $601K |
| Founders Grove Wealth Partners, LLC | 0.13% | Reduce -67.8% | 10,205 | $599K |
| Modera Wealth Management, LLC | 0.01% | Add +2.8% | 10,186 | $598K |
| Capital Wealth Alliance, LLC | 0.26% | Add +10.8% | 10,163 | $597K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.56% | — | 10,170 | $597K |
| DB Fitzpatrick & Co, Inc | 0.53% | Reduce -40.4% | 10,169 | $597K |
| Centennial Advisors, LLC | 0.77% | — | 10,068 | $591K |
| 17 Capital Partners, LLC | 0.31% | New | 10,040 | $590K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -0.2% | 10,024 | $589K |
| Headlands Technologies LLC | 0.05% | Add +81.8% | 9,991 | $587K |
| FSM Wealth Advisors, LLC | 0.08% | Add +3.8% | 9,986 | $586K |
| Capstone Wealth Management Group, LLC | 0.24% | New | 9,950 | $584K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -53.2% | 9,900 | $581K |
| Alliancebernstein L.P. | 0.00% | Add +3.8% | 9,780 | $574K |
| Wells Financial Advisors INC | 1.09% | Reduce -47.9% | 9,740 | $572K |
| Monument Group Wealth Advisors, LLC | 0.31% | No change | 9,643 | $566K |
| Mittelman Wealth Management | 0.37% | Add +11.7% | 9,613 | $565K |
| Stonekeep Investments, LLC | 0.36% | Reduce -6.9% | 9,606 | $564K |
| GMO | 0.00% | New | 9,592 | $563K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +303.3% | 9,571 | $562K |
| Navigation Wealth Management, Inc. | 0.83% | Add +6.8% | 9,549 | $561K |
| International Assets Investment Management, LLC | 0.04% | Reduce -4.5% | 9,493 | $558K |
| Maridea Wealth Management LLC | 0.08% | Add +64.8% | 9,473 | $556K |
| Alaethes Wealth, LLC | 0.16% | New | 9,440 | $554K |
| Calton & Associates, Inc. | 0.08% | Reduce -0.1% | 9,438 | $554K |
| R. W. Roge & Company, Inc. | 0.27% | Reduce -1.6% | 9,369 | $550K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.29% | — | 9,319 | $547K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -7.0% | 9,317 | $547K |
| Chapin Davis, Inc. | 0.13% | Add +151.7% | 9,285 | $545K |
| Klingman & Associates, LLC | 0.03% | No change | 9,273 | $545K |
| Delta Investment Management, LLC | 0.09% | Reduce -20.8% | 9,258 | $544K |
| Melfa Wealth Management, Inc. | 0.31% | Add +34.6% | 9,226 | $542K |
| Neuberger Berman Group LLC | 0.00% | New | 9,206 | $541K |
| TFO Wealth Partners, LLC | 0.08% | New | 8,996 | $528K |
| Silver Oak Securities, Incorporated | 0.04% | Add +14.6% | 8,983 | $528K |
| D.B. Root & Company, LLC | 0.13% | Add +17.1% | 8,949 | $526K |
| FLP Wealth Management, LLC | 1.23% | Add +12.2% | 8,869 | $521K |
| EJMK Ventures LLC | 0.32% | — | 8,832 | $519K |
| Ignite Planners, LLC | 0.08% | Add +8.8% | 8,790 | $517K |
| GenTrust, LLC | 0.02% | Reduce -15.4% | 8,776 | $515K |
| Sowell Financial Services LLC | 0.02% | Add +4.7% | 8,760 | $514K |
| Compound Planning, Inc. | 0.01% | Reduce -23.2% | 8,664 | $509K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,640 | $507K |
| Novak & Powell Financial Services, Inc. | 0.26% | No change | 8,600 | $505K |
| Retirement Capital Strategies | 0.19% | No change | 8,583 | $504K |
| CJM Wealth Advisers, Ltd. | 0.15% | Reduce -26.8% | 8,551 | $502K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 8,529 | $501K |
| Petra Financial Advisors Inc. | 0.29% | Add +1.0% | 8,517 | $500K |
| Parr McKnight Wealth Management Group, LLC | 0.07% | No change | 8,500 | $499K |
| Chris Bulman Inc | 0.22% | No change | 8,473 | $498K |
| Eastern Bank | 0.01% | Reduce -0.0% | 8,459 | $497K |
| HSBC Holdings PLC | 0.00% | New | 8,426 | $495K |
| Meridian Wealth Partners, LLC | 0.07% | Add +2.0% | 8,344 | $490K |
| Prairiewood Capital, LLC | 0.15% | Reduce -26.8% | 8,284 | $487K |
| Versant Capital Management, Inc | 0.06% | Reduce -31.9% | 8,215 | $482K |
| Tolleson Wealth Management, Inc. | 0.07% | Reduce -8.5% | 8,082 | $475K |
| ProVise Management Group, LLC | 0.03% | No change | 8,038 | $472K |
| Physician Wealth Solutions Inc. | 0.20% | No change | 8,038 | $472K |
| Principal Securities, Inc. | 0.01% | Add +13.6% | 7,951 | $467K |
| TMB Capital Partners, LLC | 0.16% | — | 7,890 | $463K |
| Aries Wealth Management | 0.10% | Add +12.0% | 7,890 | $463K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +41.7% | 7,868 | $462K |
| Slagle Financial, LLC | 0.16% | Reduce -3.1% | 7,845 | $461K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $458K |
| Millennium Management | 0.00% | New | 7,805 | $458K |
| Cedar Wealth Management, LLC | 0.14% | Add +0.6% | 7,721 | $453K |
| McMillan Office, Inc. | 0.05% | — | 7,700 | $452K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 7,696 | $452K |
| Ameritas Advisory Services, LLC | 0.02% | Add +93.5% | 7,682 | $451K |
| First Commonwealth Financial Corp | 0.07% | No change | 7,662 | $450K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.2% | 7,610 | $447K |
| Life Line Wealth Management LLC | 0.13% | Add +1.3% | 7,525 | $442K |
| Essential Planning, LLC. | 0.14% | No change | 7,525 | $442K |
| Alteri Wealth LLC | 0.14% | Add +4.7% | 7,495 | $440K |
| Brindle & Bay Financial Advisors, LLC | 0.29% | — | 7,487 | $440K |
| Brave Asset Management Inc. | 0.10% | Reduce -1.8% | 7,382 | $434K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.1% | 7,377 | $433K |
| Courier Capital LLC | 0.02% | Reduce -7.3% | 7,280 | $428K |
| Carter Financial Group, INC. | 0.25% | Reduce -3.9% | 7,250 | $426K |
| Western Reserve Capital Management, LLC | 0.40% | — | 7,246 | $426K |
| Burrus Financial Services, Inc. | 0.24% | New | 5,720 | $424K |
| McAdam, LLC | 0.02% | Reduce -4.4% | 7,201 | $423K |
| FSA Advisors, Inc. | 0.29% | New | 7,120 | $418K |
| Florida Trust Wealth Management Co | 0.01% | No change | 7,108 | $417K |
| Traynor Capital Management, Inc. | 0.02% | New | 7,072 | $415K |
| Vicus Capital | 0.03% | Add +1.3% | 7,069 | $415K |
| Avion Wealth | 0.09% | No change | 7,076 | $415K |
| Diversify Advisory Services, LLC | 0.01% | Add +5.4% | 7,056 | $414K |
| Vantus Wealth LLC | 0.30% | — | 7,023 | $412K |
| WMS Group LLC | 0.52% | — | 7,000 | $411K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.4% | 6,953 | $408K |
| North Star Investment Management Corp. | 0.03% | Add +202.6% | 6,909 | $406K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 6,857 | $403K |
| Kendall Capital Management | 0.08% | Add +4.4% | 6,850 | $402K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -18.2% | 6,834 | $401K |
| LifePlan Investment Advisors, Inc. | 0.16% | Reduce -33.3% | 6,795 | $399K |
| Coston, McIsaac & Partners | 0.09% | Add +0.3% | 6,803 | $399K |
| CX Institutional | 0.01% | Add +14.8% | 6,802 | $399K |
| Enclave Advisors LLC | 0.06% | Add +11.9% | 6,790 | $399K |
| Clearwave Capital, LLC | 0.29% | — | 6,772 | $398K |
| Snider Financial Group | 0.11% | No change | 6,744 | $396K |
| Choreo, LLC | 0.01% | Reduce -6.7% | 6,697 | $394K |
| Keybank National Association | 0.00% | Add +5.8% | 6,660 | $391K |
| McClarren Financial Advisors, Inc. | 0.23% | Reduce -98.6% | 117 | $391K |
| Grandview Asset Management LLC | 0.11% | Reduce -16.9% | 6,612 | $388K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +28.2% | 6,595 | $387K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,595 | $387K |
| Pallas Capital Advisors LLC | 0.01% | No change | 6,551 | $385K |
| Wingate Wealth Advisors, Inc. | 0.21% | New | 6,512 | $382K |
| Tuttle Capital Management, LLC | 0.84% | New | 6,500 | $382K |
| Basso Capital Management, L.P. | 0.23% | Add +88.0% | 6,477 | $380K |
| TrustWell Financial Advisors, LLC | 0.37% | — | 6,476 | $380K |
| CVA Family Office, LLC | 0.04% | Reduce -0.2% | 6,475 | $380K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -23.7% | 6,432 | $378K |
| Charis Legacy Partners, LLC | 0.55% | Reduce -11.2% | 6,356 | $373K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -9.6% | 6,342 | $372K |
| Seven Springs Wealth Group, LLC | 0.11% | Reduce -65.5% | 6,334 | $372K |
| Essex Financial Services, Inc. | 0.02% | Reduce -17.0% | 6,254 | $367K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.2% | 6,069 | $356K |
| Blueline Advisors LLC | 0.29% | — | 6,042 | $355K |
| Stone House Investment Management, LLC | 0.05% | Add +5.9% | 6,018 | $353K |
| Brown Financial Advisory | 0.18% | No change | 6,015 | $353K |
| Sfmg, LLC | 0.02% | No change | 5,987 | $352K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 5,977 | $351K |
| Pinnacle Financial Group, LLC / IL | 0.10% | New | 5,962 | $350K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,936 | $349K |
| Sage Financial Management Group, Inc. | 0.11% | No change | 5,879 | $345K |
| IFG Advisory, LLC | 0.01% | Add +34.5% | 5,873 | $345K |
| Capstone Wealth Management Group LLC | 0.21% | Add +0.9% | 5,822 | $342K |
| Cresset Asset Management, LLC | 0.00% | Reduce -58.4% | 5,808 | $341K |
| NorthLanding Financial Partners, LLC | 0.27% | Reduce -0.4% | 5,761 | $338K |
| M1 Capital Management LLC | 0.14% | Add +18.5% | 5,712 | $335K |
| Synergy Investment Management, LLC | 0.12% | Reduce -18.0% | 5,701 | $335K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -29.2% | 5,617 | $330K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -16.6% | 5,608 | $329K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -9.7% | 5,588 | $328K |
| Lloyd Advisory Services, LLC. | 0.13% | Reduce -3.7% | 5,589 | $328K |
| IVC Wealth Advisors LLC | 0.14% | Add +7.0% | 5,572 | $327K |
| WJ Financial Advisors LLC | 0.29% | Reduce -7.0% | 5,541 | $325K |
| Invariant Investment Management | 0.21% | — | 5,478 | $322K |
| Advisors Asset Management, Inc. | 0.01% | Add +111.1% | 5,437 | $319K |
| Stirlingshire Investments, Inc. | 0.28% | — | 5,397 | $317K |
| GTS Securities LLC | 0.01% | New | 5,394 | $317K |
| Madrid Wealth Management, LLC | 0.26% | — | 5,393 | $317K |
| Fisher Asset Management | 0.00% | New | 5,355 | $315K |
| Cora Capital Advisors LLC | 0.12% | No change | 5,250 | $308K |
| Faithward Advisors, LLC | 0.04% | Add +24.1% | 5,206 | $306K |
| Laraway Financial Advisors Inc | 0.20% | Reduce -9.1% | 5,110 | $300K |
| Jacobi Capital Management LLC | 0.02% | Reduce -20.1% | 5,074 | $298K |
| Arcadia Investment Advisors LLC | 0.14% | Add +1.7% | 5,068 | $298K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 4,960 | $291K |
| Clear Point Advisors Inc. | 0.22% | Add +0.3% | 4,817 | $283K |
| ABLE Financial Group, LLC | 0.06% | Add +9.2% | 4,770 | $280K |
| Independent Wealth Network Inc. | 0.09% | New | 4,768 | $280K |
| Miller Capital Partners, Inc. | 0.14% | — | 4,746 | $279K |
| Sankala Group LLC | 0.22% | — | 4,636 | $274K |
| Easterly Investment Partners LLC | 0.02% | Reduce -15.5% | 4,639 | $272K |
| Spire Wealth Management | 0.01% | Add +22.9% | 4,608 | $271K |
| KW Wealth Management LLC | 0.41% | Reduce -0.0% | 4,603 | $270K |
| Werba Rubin Papier Wealth Management | 0.07% | New | 4,590 | $270K |
| Northeast Financial Group, Inc. | 0.07% | Reduce -2.4% | 4,585 | $269K |
| 2UniFi Bank | 0.13% | Reduce -0.2% | 4,563 | $268K |
| Thrive Capital Management, LLC | 0.06% | Reduce -67.8% | 4,562 | $268K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +1470.6% | 4,539 | $267K |
| Trinity Wealth Management, LLC | 0.10% | Add +7.5% | 4,529 | $266K |
| Independent Financial Group, LLC | 0.01% | New | 4,468 | $262K |
| Tompkins Financial Corp. | 0.02% | Add +167.8% | 4,467 | $262K |
| Balefire, LLC | 0.05% | Add +8.9% | 4,458 | $262K |
| Berger Financial Group, Inc | 0.02% | No change | 4,449 | $261K |
| Jane Street Group, LLC | 0.00% | Reduce -3.8% | 4,439 | $261K |
| Meritas Wealth Management, LLC | 0.13% | Add +1.3% | 4,433 | $260K |
| E&G Advisors, LLC | 0.06% | No change | 4,425 | $260K |
| Pacific Financial Group Inc. | 0.14% | Reduce -12.2% | 4,389 | $258K |
| DMC Group, LLC | 0.17% | Add +23.2% | 4,383 | $257K |
| Whitegate Investment Counselors, Inc. | 0.08% | Add +11.1% | 4,350 | $255K |
| DecisionPoint Financial, LLC | 0.06% | No change | 4,350 | $255K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 4,342 | $255K |
| Maxele Advisors, LLC | 0.21% | No change | 4,325 | $254K |
| Intergy Private Wealth, LLC | 0.08% | Add +5.0% | 4,319 | $254K |
| National Philanthropic Trust | 0.00% | No change | 4,285 | $252K |
| Crabel Capital Management, LLC | 0.19% | New | 4,277 | $251K |
| First Heartland Consultants, Inc. | 0.02% | Add +11.2% | 4,272 | $251K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 4,258 | $250K |
| Unique Wealth Strategies, LLC | 0.10% | New | 4,195 | $246K |
| Verus Capital Partners, LLC | 0.02% | New | 4,183 | $246K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 4,140 | $243K |
| Trust Point Inc. | 0.02% | Add +3.7% | 4,116 | $242K |
| Fourpath Capital Management, LLC | 0.03% | No change | 4,106 | $241K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.1% | 4,070 | $239K |
| Steel Grove Capital Advisors, LLC | 0.02% | Add +0.0% | 4,040 | $237K |
| Brickley Wealth Management | 0.04% | No change | 4,008 | $235K |
| Waller Financial Planning Group, Inc. | 0.05% | New | 4,006 | $235K |
| IMPACTfolio, LLC | 0.10% | Add +4.8% | 4,004 | $235K |
| 55 North Private Wealth, LLC | 0.06% | — | 3,961 | $233K |
| Boston Trust Walden Corp | 0.00% | No change | 3,931 | $231K |
| Mission Wealth Management, LP | 0.00% | No change | 3,931 | $231K |
| Range Advisory, LLC | 0.06% | — | 3,930 | $231K |
| Evanson Asset Management, LLC | 0.01% | New | 3,888 | $228K |
| Legacy PCG, LLC | 0.14% | No change | 3,884 | $228K |
| BCM Advisors, LLC | 0.04% | No change | 3,857 | $227K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -28.8% | 3,851 | $226K |
| Planning Center, Inc. | 0.02% | No change | 3,811 | $224K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 3,785 | $222K |
| Sunflower Bank, N.A. | 0.05% | Reduce -10.6% | 3,695 | $217K |
| AlTi Global, Inc. | 0.00% | No change | 3,692 | $217K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -2.7% | 3,685 | $216K |
| Johnson Financial Group, LLC | 0.01% | New | 3,669 | $215K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -47.7% | 3,649 | $214K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $214K |
| A4 Wealth Advisors LLC | 0.19% | Reduce -33.4% | 3,643 | $214K |
| Spinnaker Trust | 0.01% | New | 3,635 | $213K |
| Approach Retirement Advisors, LLC | 0.18% | — | 3,628 | $213K |
| Hanson & Doremus Investment Management | 0.03% | No change | 3,604 | $212K |
| Midwest Trust Co | 0.00% | New | 3,578 | $210K |
| Wayfinding Financial, LLC | 0.09% | New | 3,536 | $207K |
| Capital Advisors Inc. | 0.00% | Reduce -2.4% | 3,523 | $207K |
| Alexander Labrunerie & Co., Inc. | 0.08% | Reduce -2.3% | 3,520 | $207K |
| Wbi Investments, LLC | 0.05% | Reduce -0.8% | 3,515 | $206K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +15.0% | 3,513 | $206K |
| Destiny Wealth Partners, LLC | 0.02% | No change | 3,500 | $206K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 3,494 | $205K |
| Carroll Advisory Group, LLC | 0.09% | — | 3,452 | $203K |
| Astra Wealth Partners LLC | 0.12% | Reduce -0.6% | 3,421 | $201K |
| JCIC Asset Management Inc. | 0.06% | No change | 3,410 | $200K |
| CDKV Holdings LLC | 0.16% | — | 3,327 | $195K |
| NBT Bank, N.A. | 0.01% | No change | 3,274 | $192K |
| SHP Wealth Management | 0.01% | — | 3,251 | $191K |
| Dynamic Wealth Strategies, LLC | 0.11% | Add +13.1% | 3,114 | $183K |
| Register Financial Advisors LLC | 0.07% | No change | 3,113 | $183K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 3,000 | $176K |
| Caitlin John, LLC | 0.11% | Reduce -4.0% | 2,974 | $175K |
| Disciplina Capital Management LLC | 0.02% | New | 2,900 | $170K |
| MidAtlantic Capital Management, Inc. | 0.11% | New | 2,887 | $170K |
| Caldwell Trust Co | 0.01% | No change | 2,731 | $160K |
| General Partner, Inc. | 0.09% | No change | 2,700 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -49.7% | 2,603 | $153K |
| MidFirst Bank | 0.01% | — | 2,557 | $150K |
| Perkins Coie Trust Co | 0.03% | No change | 2,522 | $148K |
| Centennial Bank | 0.06% | New | 2,504 | $147K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 2,500 | $147K |
| Raleigh Capital Management Inc. | 0.05% | New | 2,499 | $147K |
| Addison Advisors LLC | 0.03% | No change | 2,315 | $136K |
| Woodside Wealth Management LLC | 0.10% | No change | 2,300 | $135K |
| Westchester Capital Management, Inc. | 0.03% | No change | 2,295 | $135K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -45.7% | 2,244 | $132K |
| Hazlett, Burt & Watson, Inc. | 0.04% | New | 2,176 | $128K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,124 | $125K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,126 | $125K |
| Private Trust Co. NA | 0.01% | No change | 2,067 | $121K |
| Manning & Napier Advisors LLC | 0.00% | Add +3913.7% | 2,047 | $120K |
| Fairscale Capital, LLC | 0.08% | No change | 2,033 | $119K |
| Webster Bank, N. A. | 0.01% | Add +10.1% | 2,015 | $118K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +9.8% | 1,929 | $113K |
| Meramec Financial Planners, LLC | 0.04% | — | 1,809 | $106K |
| Topsail Wealth Management, LLC | 0.02% | Add +11.9% | 1,759 | $103K |
| Pacifica Partners Inc. | 0.05% | No change | 1,735 | $102K |
| Arlington Trust Co LLC | 0.01% | No change | 1,725 | $101K |
| Networth Advisors, LLC | 0.07% | — | 1,687 | $99K |
| Rossby Financial, LCC | 0.03% | Add +43.0% | 1,640 | $96K |
| AlphaCore Capital LLC | 0.00% | New | 1,600 | $94K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -32.3% | 1,599 | $94K |
| Align Financial, LLC | 0.05% | — | 91,912 | $92K |
| Integrity Financial Corp | 0.05% | No change | 1,541 | $91K |
| Deane Retirement Strategies, Inc. | 0.04% | Reduce -99.8% | 426 | $88K |
| Larson Financial Group LLC | 0.00% | Reduce -10.7% | 1,489 | $87K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 1,444 | $85K |
| Signature Equity Partners, LLC | 0.05% | — | 1,410 | $83K |
| Twin Lakes Capital Management, LLC | 0.04% | No change | 1,358 | $80K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,319 | $77K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -99.4% | 1,297 | $76K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 1,269 | $75K |
| Fairman Group, LLC | 0.06% | Reduce -6.2% | 1,257 | $74K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +233.4% | 1,257 | $74K |
| Anfield Capital Management, LLC | 0.02% | No change | 1,194 | $70K |
| REAP Financial Group, LLC | 0.01% | Reduce -9.8% | 1,192 | $70K |
| Optima Capital LLC | 0.03% | New | 1,095 | $64K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 1,075 | $63K |
| Private Wealth Asset Management, LLC | 0.01% | New | 1,035 | $61K |
| Rakuten Securities, Inc. | 0.02% | Add +100800.0% | 1,009 | $59K |
| Motiv8 Investments LLC | 0.03% | New | 1,000 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 997 | $59K |
| Laurel Wealth Advisors LLC | 0.01% | New | 990 | $58K |
| Avalon Trust Co | 0.00% | No change | 985 | $58K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 969 | $57K |
| TCTC Holdings, LLC | 0.00% | No change | 962 | $56K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.8% | 945 | $56K |
| SageView Advisory Group, LLC | 0.00% | New | 930 | $55K |
| Cordgrass Capital Advisors, LLC | 0.01% | New | 909 | $53K |
| Wellington Grp LLC | 0.02% | — | 896 | $53K |
| Strategic Advocates LLC | 0.01% | No change | 865 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 850 | $50K |
| Archer Investment Corp | 0.01% | Add +0.4% | 833 | $49K |
| Sound Income Strategies, LLC | 0.00% | Add +60.7% | 823 | $48K |
| Winnacle Wealth LLC | 0.04% | Reduce -22.7% | 811 | $48K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -50.6% | 815 | $48K |
| Phillips Financial Management, LLC | 0.00% | No change | 814 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 784 | $46K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 743 | $44K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 741 | $44K |
| Hollencrest Capital Management | 0.00% | No change | 714 | $42K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 700 | $41K |
| Chesapeake Asset Management LLC | 0.03% | No change | 687 | $40K |
| Root Financial Partners, LLC | 0.00% | Reduce -15.6% | 662 | $39K |
| SouthState Bank Corp | 0.00% | Add +331.0% | 625 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 592 | $35K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 585 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +16.4% | 582 | $34K |
| Lanark Financial, Inc. | 0.00% | Reduce -14.8% | 575 | $34K |
| Johnson Financial Group, Inc. | 0.00% | New | 550 | $32K |
| Orion Capital Management LLC | 0.01% | Add +196.7% | 537 | $32K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -81.0% | 527 | $31K |
| Fifth Third Bancorp | 0.00% | Reduce -83.0% | 503 | $30K |
| Bangor Savings Bank | 0.00% | No change | 500 | $29K |
| Cresta Advisors, Ltd. | 0.01% | New | 496 | $29K |
| Signaturefd, LLC | 0.00% | Add +5.8% | 494 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 492 | $29K |
| Ancora Advisors LLC | 0.00% | Add +0.8% | 481 | $28K |
| HighMark Wealth Management LLC | 0.01% | New | 476 | $28K |
| UMB Bank, n.a. | 0.00% | New | 470 | $28K |
| Vision Financial Markets LLC | 0.03% | No change | 451 | $26K |
| FWL Investment Management, LLC | 0.01% | No change | 414 | $24K |
| Wellington-Altus USA Inc. | 0.02% | — | 400 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 395 | $23K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 381 | $22K |
| Assetmark, Inc. | 0.00% | Reduce -55.0% | 378 | $22K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -14.1% | 347 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 331 | $19K |
| Kilter Group LLC | 0.01% | Add +364.3% | 325 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Add +521.1% | 323 | $19K |
| Grove Bank & Trust | 0.00% | Reduce -57.1% | 320 | $19K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 289 | $17K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -1.4% | 286 | $17K |
| Crews Bank & Trust | 0.00% | No change | 280 | $16K |
| Stephens Consulting, LLC | 0.01% | Reduce -50.3% | 279 | $16K |
| Key Financial Inc | 0.00% | No change | 278 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -45.4% | 262 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 255 | $15K |
| Eukles Asset Management | 0.01% | Reduce -25.9% | 255 | $15K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 253 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -26.7% | 253 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 224 | $13K |
| Atomic Invest LLC | 0.01% | — | 213 | $13K |
| Aventura Private Wealth, LLC | 0.00% | No change | 212 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.5% | 193 | $11K |
| RMG Wealth Management LLC | 0.00% | New | 143 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | New | 180 | $11K |
| Kelleher Financial Advisors | 0.00% | No change | 180 | $11K |
| Concord Wealth Partners | 0.00% | New | 171 | $10K |
| Strategic Wealth Advisors LLC | 0.01% | — | 187 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 167 | $10K |
| Graney & King, LLC | 0.01% | No change | 155 | $9K |
| Colonial Trust Co / SC | 0.00% | Reduce -54.2% | 153 | $9K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 140 | $8K |
| Daiwa Securities Group Inc. | 0.00% | Add +229.3% | 135 | $8K |
| Motco | 0.00% | Reduce -30.8% | 117 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.8% | 115 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 106 | $6K |
| Evermay Wealth Management LLC | 0.00% | Reduce -41.8% | 89 | $5K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -91.6% | 84 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 65 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 65 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 60 | $4K |
| New Millennium Group LLC | 0.00% | No change | 59 | $3K |
| MRP Capital Investments, LLC | 0.00% | No change | 57 | $3K |
| Activest Wealth Management | 0.00% | No change | 57 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 34 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 30 | $2K |
| Olistico Wealth, LLC | 0.00% | New | 27 | $2K |
| GAMMA Investing LLC | 0.00% | New | 26 | $2K |
| Simplex Trading, LLC | 0.00% | New | 26 | $2K |
| Balentine LLC | 0.00% | No change | 17 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 16 | $940 |
| Garner Asset Management Corp | 0.00% | New | 11 | $646 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 7 | $411 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $176 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $118 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.