Vanguard Short-Term TreasuryVGSHETF
13F holders, Q2 2026 (June 30)1,096holders +31
103new positions
68sold out
4famous investors
$57.97avg. 13F price*
At the end of Q2 2026, 1,096 institutions reported holding Vanguard Short-Term Treasury (VGSH) in their 13F filings, up 31 from Q1 2026. 103 opened new positions and 68 sold out. The largest holders were JPMorgan Chase & Co. ($2.8B), Morgan Stanley ($1.6B) and Bank of America Corp. ($692.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $268.0M |
| Exits | 68 | $421.3M |
All 13F filers, Q1 2026 → Q2 2026: 34,431,320 shares bought and 36,088,062 shares sold, net −1,656,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,096 holders
| JPMorgan Chase & Co. | 0.16% | Reduce -8.7% | 47,301,997 | $2.8B |
| Morgan Stanley | 0.09% | Add +1.9% | 28,332,310 | $1.6B |
| Bank of America Corp. | 0.04% | Add +3.2% | 11,894,773 | $692.3M |
| Baird Financial Group, Inc. | 0.89% | Add +9.7% | 11,135,791 | $648.1M |
| UBS Group AG | 0.09% | Add +46.7% | 9,365,484 | $545.1M |
| Alliancebernstein L.P. | 0.17% | Add +89691.0% | 8,815,679 | $516.1M |
| Northern Trust Corp. | 0.06% | Add +2.4% | 8,157,125 | $474.7M |
| Wells Fargo & Company | 0.05% | Reduce -12.8% | 4,958,141 | $288.6M |
| Cerity Partners LLC | 0.35% | Reduce -6.2% | 4,938,833 | $287.4M |
| NorthRock Partners, LLC | 3.98% | Reduce -3.2% | 4,710,769 | $274.2M |
| Rwa Wealth Partners, LLC | 2.49% | Reduce -12.4% | 4,467,285 | $260.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -51.6% | 4,249,118 | $247.3M |
| LPL Financial LLC | 0.05% | Reduce -8.4% | 4,102,272 | $238.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.3% | 3,972,823 | $231.2M |
| Ameriprise Financial Inc. | 0.04% | Add +12.2% | 3,581,286 | $207.9M |
| M&T Bank Corp | 0.59% | Reduce -0.4% | 3,432,890 | $199.8M |
| Raymond James Financial Inc. | 0.05% | Reduce -7.5% | 3,328,556 | $193.7M |
| Arlington Trust Co LLC | 16.34% | Add +7.4% | 3,321,662 | $193.3M |
| Pure Financial Advisors, LLC | 2.25% | Add +8.0% | 3,002,732 | $174.8M |
| Partners Capital Investment Group, LLP | 5.73% | Reduce -4.4% | 2,789,417 | $162.3M |
| Corient Private Wealth LP | 0.21% | Add +4.9% | 2,557,701 | $148.9M |
| Citigroup Inc. | 0.07% | Add +3.8% | 2,526,390 | $147.0M |
| Wit, LLC | 2.25% | Add +103.8% | 2,425,179 | $141.1M |
| NewEdge Wealth, LLC | 1.36% | Add +3.2% | 2,312,922 | $134.6M |
| TD Private Client Wealth LLC | 2.35% | Add +6.3% | 2,200,571 | $128.1M |
| HighTower Advisors, LLC | 0.12% | Add +13.5% | 2,159,237 | $125.7M |
| Royal Bank of Canada | 0.02% | Reduce -14.0% | 2,133,484 | $124.2M |
| Osaic Holdings, Inc. | 0.15% | Add +20.1% | 2,121,965 | $123.5M |
| Smithfield Trust Co | 4.87% | Reduce -1.5% | 2,093,639 | $121.8M |
| MAI Capital Management | 0.45% | Add +6.6% | 2,010,515 | $117.0M |
| Nepc LLC | 2.16% | No change | 1,993,299 | $116.0M |
| Cambridge Associates LLC /Ma/ | 1.54% | Add +9.6% | 1,835,215 | $106.8M |
| Elm Partners Management LLC | 3.28% | Add +34.8% | 1,571,335 | $91.5M |
| FJ Investments, LLC | 4.90% | New | 1,550,014 | $90.2M |
| Miller Investment Management, LP | 8.18% | Reduce -8.1% | 1,537,843 | $89.5M |
| Blue Trust, Inc. | 0.93% | Reduce -12.0% | 1,527,935 | $88.9M |
| New York Life Investment Management LLC | 0.62% | Reduce -33.2% | 1,526,211 | $88.8M |
| Capital Investment Advisors, LLC | 1.09% | Add +25.2% | 1,421,932 | $82.8M |
| Beacon Pointe Advisors, LLC | 0.38% | Reduce -2.6% | 1,405,234 | $81.8M |
| Evensky & Katz LLC | 4.15% | Add +4.3% | 1,381,942 | $80.4M |
| First Financial Bankshares Inc | 1.48% | Add +1.9% | 1,356,427 | $78.9M |
| Focus Partners Wealth | 0.08% | Reduce -8.7% | 1,353,304 | $78.8M |
| Valmark Advisers, Inc. | 0.84% | Add +7.1% | 1,350,317 | $78.6M |
| Patten & Patten Inc. | 4.09% | Add +58.3% | 1,327,074 | $77.2M |
| Trustmark Bank Trust Department | 4.46% | Reduce -16.2% | 1,287,710 | $74.9M |
| Oak Harvest Investment Services | 6.99% | Add +4.6% | 1,284,004 | $74.7M |
| Mayport, LLC | 11.56% | Add +6.3% | 1,281,135 | $74.6M |
| Creative Planning | 0.04% | Reduce -6.1% | 1,280,012 | $74.5M |
| Advisory Alpha, LLC | 1.77% | Add +1.6% | 1,236,917 | $72.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.03% | Add +5.5% | 1,212,961 | $70.6M |
| Coldstream Capital Management Inc. | 0.85% | Reduce -15.7% | 1,150,794 | $67.0M |
| Presilium Private Wealth, LLC | 10.03% | Add +11.3% | 1,123,054 | $65.4M |
| Chemistry Wealth Management LLC | 10.36% | Add +4.3% | 1,107,162 | $64.4M |
| Cornerstone Wealth Advisors, Inc. | 13.25% | Add +3.3% | 1,086,658 | $63.2M |
| Warwick Investment Management, Inc. | 6.92% | Add +62.8% | 1,059,194 | $61.6M |
| Falcon Wealth Planning | 3.80% | Add +6.5% | 1,032,635 | $60.1M |
| Cetera Investment Advisers | 0.05% | Reduce -0.0% | 1,007,231 | $58.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.4% | 993,531 | $57.8M |
| Truist Financial Corp. | 0.07% | Reduce -11.6% | 944,315 | $55.0M |
| Foster Group, Inc. | 1.43% | Add +7.0% | 925,588 | $53.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +48.7% | 895,293 | $52.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +64.8% | 893,733 | $52.0M |
| Wealth Dimensions Group, Ltd. | 9.20% | Add +4.8% | 882,471 | $51.4M |
| Strata Wealth Advisors, LLC | 12.28% | Add +2.7% | 865,062 | $50.3M |
| Wellspring Financial Advisors, LLC | 3.31% | Add +12.2% | 863,583 | $50.3M |
| Insight 2811, Inc. | 20.09% | Add +0.1% | 852,297 | $49.6M |
| Vanguard Advisers Inc. | 0.16% | Add +11.8% | 819,197 | $47.7M |
| Klaas Financial Asset Advisors, LLC | 5.85% | Add +8.9% | 806,570 | $46.9M |
| Retirement Planning Group, LLC | 1.15% | Reduce -20.7% | 776,178 | $45.2M |
| Mariner, LLC | 0.05% | Add +6.3% | 768,955 | $44.8M |
| McLean Asset Management Corp | 5.90% | Add +172.6% | 767,727 | $44.6M |
| Portland Global Advisors LLC | 4.18% | Reduce -12.7% | 756,714 | $44.0M |
| Vernal Point Advisors, LLC | 14.67% | Add +57.2% | 746,524 | $43.4M |
| Assetmark, Inc. | 0.07% | Add +127410.7% | 726,811 | $42.3M |
| American Money Management, LLC | 5.96% | Add +2.9% | 716,987 | $41.7M |
| Brown Advisory Inc. | 0.06% | Add +19.4% | 702,665 | $40.9M |
| Pacific Sage Partners, LLC | 5.80% | Add +9.8% | 699,446 | $40.7M |
| First Command Advisory Services, Inc. | 0.24% | Reduce -37.1% | 689,411 | $40.1M |
| 1834 Investment Advisors Co. | 4.40% | Reduce -3.2% | 667,988 | $38.9M |
| Nomura Asset Management Co. Ltd. | 0.08% | Reduce -60.2% | 654,977 | $38.1M |
| Gould Asset Management LLC | 5.96% | Add +6.8% | 649,524 | $37.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +6.6% | 648,947 | $37.8M |
| Old National Bancorp | 0.74% | Add +1.6% | 641,271 | $37.3M |
| Beacon Bank & Trust | 7.03% | Add +2.1% | 633,681 | $36.9M |
| University of Illinois Foundation | 6.44% | New | 619,536 | $36.1M |
| Johns Hopkins University | 2.40% | No change | 616,877 | $35.9M |
| Arista Wealth Management, LLC | 3.86% | Add +3.1% | 614,178 | $35.7M |
| Johnson Investment Counsel Inc. | 0.26% | Add +2.3% | 612,364 | $35.6M |
| Haverford Trust Co | 0.30% | Add +3.8% | 604,658 | $35.2M |
| Facet Wealth, Inc. | 0.50% | Reduce -0.7% | 601,790 | $35.0M |
| Westerkirk Capital Inc. | 3.34% | No change | 597,540 | $34.8M |
| Talon Private Wealth, LLC | 4.05% | Add +4.0% | 595,433 | $34.7M |
| Bleakley Financial Group, LLC | 0.44% | Add +5.3% | 592,890 | $34.5M |
| Opus Capital Group, LLC | 3.32% | Add +0.5% | 589,059 | $34.3M |
| Grove Bank & Trust | 3.39% | Add +90.4% | 586,889 | $34.2M |
| Bank of Montreal | 0.01% | Add +36.5% | 583,471 | $34.0M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 578,966 | $33.7M |
| Strategic Financial Services, Inc. | 1.47% | Reduce -2.5% | 574,711 | $33.4M |
| Alta Advisers Ltd | 7.51% | Add +20.2% | 569,513 | $33.1M |
| Concord Wealth Partners | 3.79% | Add +5.0% | 568,549 | $33.1M |
| Stephens Inc. | 0.37% | Add +8.6% | 559,865 | $32.6M |
| Concord Asset Management, LLC | 5.04% | Add +3.9% | 558,762 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 554,807 | $32.3M |
| Brookstone Capital Management | 0.32% | Add +2.7% | 543,365 | $31.6M |
| Park Avenue Securities LLC | 0.20% | Add +14.3% | 541,474 | $31.5M |
| Quattro Financial Advisors LLC | 6.74% | Add +1027.5% | 541,412 | $31.5M |
| Level Financial Advisors | 6.93% | Add +4.3% | 532,912 | $31.0M |
| Morling Financial Advisors, LLC | 8.63% | Add +3.7% | 532,671 | $31.0M |
| Cordant, Inc. | 11.16% | Add +10.2% | 532,239 | $31.0M |
| First National Bank of Omaha | 0.86% | Add +4.5% | 526,230 | $30.7M |
| Five Oceans Advisors | 9.77% | Reduce -1.2% | 522,397 | $30.4M |
| Wolff Financial Management LLC | 5.96% | Add +7.3% | 513,142 | $29.9M |
| Scopus Asset Management, L.P. | 0.70% | No change | 512,714 | $29.8M |
| Kensington Asset Management, LLC | 1.62% | Add +50.8% | 511,014 | $29.7M |
| Carnegie Investment Counsel | 0.59% | Reduce -3.4% | 508,786 | $29.6M |
| Winch Advisory Services, LLC | 6.11% | Add +1.1% | 505,330 | $29.4M |
| Master's Wealth Management Inc. | 8.85% | Add +6.3% | 505,229 | $29.4M |
| MainStreet Investment Advisors LLC | 3.98% | Add +0.3% | 501,923 | $29.2M |
| MassMutual Private Wealth & Trust, FSB | 0.74% | Reduce -1.5% | 493,743 | $28.7M |
| Ami Investment Management Inc. | 6.05% | Reduce -23.5% | 488,850 | $28.5M |
| Maseco LLP | 0.75% | Add +2.5% | 455,561 | $26.5M |
| Invesco Ltd. | 0.00% | No change | 444,000 | $25.8M |
| Salomon & Ludwin, LLC | 2.12% | Add +2.9% | 443,813 | $25.8M |
| Vise Technologies, Inc. | 0.29% | Add +9.1% | 441,537 | $25.7M |
| Ullmann Wealth Partners Group, LLC | 2.33% | Add +12.1% | 440,702 | $25.6M |
| Strategic Point Investment Advisors, LLC | 3.27% | Add +2.2% | 430,687 | $25.1M |
| MML Investors Services, LLC | 0.05% | Add +26.1% | 415,817 | $24.2M |
| Lowe Brockenbrough & Co. Inc. | 1.06% | Add +3.2% | 410,725 | $23.9M |
| Vertex Investment Solutions Co., Ltd. | 16.11% | Add +1.6% | 410,200 | $23.9M |
| Montag A & Associates Inc. | 1.00% | Reduce -0.5% | 406,669 | $23.7M |
| Anderson Hoagland & Co. | 1.85% | Reduce -0.4% | 405,803 | $23.6M |
| Capital Investment Services of America, Inc. | 2.30% | Add +3.5% | 403,907 | $23.5M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -44.7% | 396,995 | $23.1M |
| Bear Mountain Capital, Inc. | 6.67% | Add +2.2% | 396,374 | $23.0M |
| CPA Asset Management Group, LLC | 6.63% | New | 395,381 | $23.0M |
| Global Wealth Management Investment Advisory, Inc. | 3.23% | Add +4.9% | 389,732 | $22.7M |
| Shah Capital Management | 4.23% | Add +11.5% | 382,324 | $22.3M |
| Peak Asset Management, LLC | 3.27% | Reduce -0.9% | 381,952 | $22.2M |
| Acropolis Investment Management, LLC | 0.86% | Reduce -34.9% | 373,265 | $21.7M |
| Apella Capital, LLC | 0.31% | Add +37.7% | 373,967 | $21.7M |
| Regions Financial Corp. | 0.13% | Reduce -1.2% | 364,162 | $21.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -20.6% | 363,591 | $21.2M |
| WBH Advisory Inc. | 1.40% | Add +3.7% | 359,071 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.6% | 358,102 | $20.8M |
| Charles Schwab Trust Co | 1.16% | Reduce -0.7% | 357,258 | $20.8M |
| West Virginia University Foundation, Inc | 1.69% | Add +0.9% | 355,975 | $20.7M |
| Captrust Financial Advisors | 0.03% | Add +77.6% | 343,225 | $20.0M |
| Farther Finance Advisors, LLC | 0.16% | Add +9.6% | 340,243 | $19.8M |
| Human Investing LLC | 2.55% | Add +3.8% | 337,874 | $19.7M |
| Retirement Systems of Alabama | 0.06% | No change | 336,255 | $19.6M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 334,068 | $19.5M |
| Bokf, NA | 0.27% | Add +4.4% | 331,278 | $19.3M |
| Compass Planning Associates Inc | 10.36% | Add +9.5% | 329,326 | $19.2M |
| BluePrint Investing LLC | 15.98% | Reduce -1.9% | 326,667 | $19.0M |
| Element Pointe Advisors, LLC | 3.06% | Add +9.8% | 326,174 | $19.0M |
| Wright Wealth LLC | 11.21% | Add +5.0% | 320,794 | $18.7M |
| Ironwood Wealth Management, LLC. | 4.09% | New | 316,720 | $18.4M |
| Harbour Investments, Inc. | 0.25% | Add +3.8% | 315,750 | $18.4M |
| Scratch Capital LLC | 9.10% | Reduce -0.1% | 315,133 | $18.3M |
| E&R Wealth Management, LLC | 15.55% | Add +11.2% | 314,957 | $18.3M |
| Patriot Investment Management Group, Inc. | 1.06% | Add +10.9% | 313,618 | $18.3M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Reduce -0.4% | 309,102 | $18.0M |
| Beacon Capital Management, Inc. | 1.06% | Reduce -60.7% | 300,406 | $17.5M |
| Foundations Investment Advisors, LLC | 0.18% | Reduce -11.5% | 298,082 | $17.3M |
| Rogco, LP | 5.25% | Add +5.2% | 294,478 | $17.1M |
| Studio Investment Management LLC | 2.87% | Add +10.9% | 292,229 | $17.0M |
| Voisard Asset Management Group, Inc. | 3.14% | Add +3.3% | 285,270 | $16.6M |
| Allen Investment Management, LLC | 0.19% | No change | 281,813 | $16.4M |
| Discipline Wealth Solutions, LLC | 1.42% | Reduce -0.4% | 279,966 | $16.3M |
| Kure Advisory, LLC | 7.68% | Add +7.0% | 278,531 | $16.2M |
| Kings Path Partners LLC | 4.28% | Add +25.4% | 276,323 | $16.1M |
| Orser Capital Management, LLC | 7.95% | Reduce -4.3% | 275,435 | $16.0M |
| Whitcomb & Hess, Inc. | 3.45% | Add +3.0% | 274,807 | $16.0M |
| TrueWealth Financial Partners | 6.59% | Add +4.8% | 274,010 | $15.9M |
| Monograph Wealth Advisors, LLC | 1.31% | Add +64.1% | 273,386 | $15.9M |
| Cascade Wealth Advisors, Inc | 6.30% | Add +5.3% | 270,189 | $15.7M |
| MOKAN Wealth Management Inc. | 5.93% | Add +7.2% | 266,768 | $15.5M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -10.8% | 266,146 | $15.5M |
| Axxcess Wealth Management, LLC | 0.24% | Reduce -8.0% | 261,047 | $15.2M |
| Northwest Wealth Management, LLC | 1.97% | Add +1.6% | 257,143 | $15.0M |
| Websterrogers Financial Advisors, LLC | 3.75% | Add +7.9% | 251,714 | $14.6M |
| Spectrum Financial Alliance Ltd LLC | 2.15% | Add +132.1% | 251,313 | $14.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.8% | 250,558 | $14.5M |
| Integrated Wealth Concepts LLC | 0.09% | Add +2.1% | 249,105 | $14.5M |
| Unison Advisors LLC | 1.00% | Add +5.7% | 247,405 | $14.4M |
| Montecito Bank & Trust | 2.15% | Add +4.0% | 246,743 | $14.4M |
| Zevin Asset Management LLC | 2.01% | Add +6.5% | 246,652 | $14.4M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +29.0% | 240,859 | $14.0M |
| Guardsman Private Capital Management, Inc. | 9.76% | Reduce -0.6% | 239,350 | $13.9M |
| Drum Hill Capital, LLC | 14.39% | Reduce -7.3% | 236,632 | $13.8M |
| Heritage Wealth Management, Inc. | 6.80% | Add +0.7% | 234,382 | $13.6M |
| Creative Financial Designs Inc. | 0.65% | Reduce -12.6% | 233,447 | $13.6M |
| DDD Partners, LLC | 0.83% | Add +19.3% | 228,401 | $13.3M |
| GEN Financial Management, INC. | 7.98% | Add +4.6% | 227,547 | $13.2M |
| Arlington Partners LLC | 23.71% | No change | 225,571 | $13.1M |
| ARK & TLK Investments, LLC | 3.20% | Add +2.7% | 222,602 | $13.0M |
| Investure, LLC | 0.81% | No change | 222,200 | $12.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +16.1% | 221,820 | $12.9M |
| AE Wealth Management LLC | 0.06% | Add +4.6% | 221,044 | $12.9M |
| Prudential PLC | 0.09% | Reduce -4.3% | 220,309 | $12.8M |
| Cypress Capital, LLC | 3.41% | Reduce -1.0% | 216,254 | $12.6M |
| Roundview Capital LLC | 0.69% | Add +15.8% | 215,664 | $12.6M |
| Arax Advisory Partners | 0.08% | Add +321.5% | 213,937 | $12.5M |
| United Capital Financial Advisors, LLC | 0.07% | Add +25.7% | 212,141 | $12.3M |
| Compass Wealth Management, LLC | 4.92% | Reduce -3.1% | 212,077 | $12.3M |
| Quadrant Capital Group LLC | 0.33% | Reduce -5.2% | 209,362 | $12.2M |
| Arkadios Wealth Advisors | 0.19% | Add +3.5% | 209,016 | $12.2M |
| Capital Investment Advisory Services, LLC | 0.74% | Reduce -0.3% | 205,037 | $11.9M |
| Russell Investments Group, Ltd. | 0.01% | No change | 204,309 | $11.9M |
| Lido Advisors, LLC | 0.04% | Reduce -53.9% | 203,163 | $11.8M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +21.9% | 198,148 | $11.5M |
| Disciplined Investments, LLC | 3.66% | Add +12.0% | 194,611 | $11.3M |
| Causey Wealth LLC | 4.37% | Add +1.2% | 192,109 | $11.2M |
| CreativeOne Wealth, LLC | 0.24% | Add +12.9% | 191,398 | $11.1M |
| Trust Co. of Vermont | 0.40% | — | 185,796 | $10.8M |
| Elite Financial, Inc. | 4.36% | Reduce -0.6% | 185,512 | $10.8M |
| Middleton & Co. Inc. | 1.14% | Add +0.3% | 184,829 | $10.8M |
| Horizon Financial Services, LLC | 4.12% | Add +1.7% | 184,579 | $10.7M |
| EPG Wealth Management LLC | 2.45% | Add +2.0% | 175,881 | $10.2M |
| Titleist Asset Management, LLC | 0.68% | Add +19.3% | 174,537 | $10.2M |
| Values First Advisors, Inc. | 4.62% | Add +5.8% | 173,787 | $10.1M |
| Institute for Wealth Management, LLC. | 0.88% | Add +90.9% | 171,380 | $10.0M |
| Shufro Rose & Co. LLC | 0.57% | Add +17.8% | 171,037 | $10.0M |
| Compton Wealth Advisory Group, LLC | 2.00% | Add +6.3% | 171,165 | $9.9M |
| Beverly Hills Private Wealth, LLC | 1.92% | Add +3.6% | 169,625 | $9.9M |
| Nicolet Bankshares Inc. | 0.31% | Add +1.7% | 169,574 | $9.9M |
| Fifth Third Bancorp | 0.02% | Add +0.9% | 168,385 | $9.8M |
| National Bank of Canada | 0.01% | Add +4.0% | 168,386 | $9.8M |
| HM Payson & Co. | 0.13% | Reduce -5.4% | 166,762 | $9.7M |
| Greenwood Capital Associates LLC | 0.95% | Add +0.3% | 166,581 | $9.7M |
| Kathmere Capital Management, LLC | 0.52% | Add +3.5% | 166,490 | $9.7M |
| Sollinda Capital Management LLC | 2.06% | Add +2.2% | 166,057 | $9.7M |
| Annandale Capital, LLC | 1.42% | Reduce -27.6% | 164,553 | $9.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -5.2% | 163,545 | $9.5M |
| Sage Mountain Advisors LLC | 0.58% | Add +3.9% | 163,403 | $9.5M |
| Unconventional Investor, LLC | 3.93% | Reduce -13.1% | 163,321 | $9.5M |
| First American Trust, FSB | 0.56% | Add +10.6% | 159,179 | $9.3M |
| Vident Advisory, LLC | 0.07% | Add +7.8% | 155,758 | $9.1M |
| Smartleaf Asset Management LLC | 0.29% | No change | 155,582 | $9.1M |
| BlackRock, Inc. | 0.00% | Add +26.0% | 154,237 | $9.0M |
| Dynamic Wealth Strategies, LLC | 4.78% | Add +1275.7% | 154,092 | $9.0M |
| Guardian Wealth Management, LLC | 2.47% | Reduce -0.3% | 151,265 | $8.8M |
| Altiora Financial Group, LLC | 1.38% | Add +0.8% | 150,390 | $8.8M |
| Integrated Advisors Network LLC | 0.40% | Add +1.0% | 149,927 | $8.7M |
| NewEdge Advisors, LLC | 0.03% | Add +2.3% | 147,492 | $8.6M |
| Aventus Investment Advisors, Inc. | 6.13% | Add +17.3% | 143,783 | $8.4M |
| Raffa Wealth Management, LLC | 1.05% | Add +201.7% | 143,656 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 143,020 | $8.3M |
| Cape Ann Savings Bank | 3.89% | Reduce -0.6% | 141,922 | $8.3M |
| Cravens & Co Advisors, LLC | 5.54% | Reduce -13.2% | 141,789 | $8.3M |
| Certified Advisory Corp | 0.66% | Add +8.2% | 141,324 | $8.2M |
| Beacon Financial Strategies CORP | 4.08% | Add +2.0% | 140,927 | $8.2M |
| Roble, Belko & Company, Inc | 0.88% | Add +42.3% | 140,538 | $8.2M |
| Biltmore Wealth Management, LLC | 2.53% | Reduce -2.4% | 139,151 | $8.1M |
| Woodmont Investment Counsel LLC | 0.44% | Reduce -0.3% | 138,367 | $8.1M |
| Signal Advisors Wealth, LLC | 0.41% | Add +4.9% | 135,569 | $7.9M |
| Mechanics Financial Corp | 2.82% | Add +5.0% | 135,216 | $7.9M |
| Citizens Financial Group Inc. | 0.09% | Add +47.0% | 132,111 | $7.7M |
| Gotham Asset Management | 0.02% | Add +183.5% | 132,028 | $7.7M |
| Summit Trail Advisors, LLC | 0.10% | Add +47.2% | 131,669 | $7.7M |
| Calder Financial LLC | 7.17% | Reduce -31.2% | 130,738 | $7.6M |
| Global Trust Asset Management, LLC | 2.38% | Add +339.3% | 130,640 | $7.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -9.6% | 130,690 | $7.6M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -8.3% | 128,330 | $7.5M |
| Net Worth Advisory Group | 1.88% | New | 128,263 | $7.5M |
| Octavia Wealth Advisors, LLC | 0.64% | Add +39.3% | 127,093 | $7.4M |
| Oak Family Advisors, LLC | 2.13% | Reduce -4.8% | 126,975 | $7.4M |
| Conservest Capital Advisors, Inc. | 0.58% | Reduce -3.4% | 125,655 | $7.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.4% | 124,285 | $7.2M |
| Metropolitan Life Insurance Co | 2.01% | No change | 123,600 | $7.2M |
| Marotta Asset Management | 1.20% | Add +13.2% | 123,804 | $7.2M |
| NewSquare Capital LLC | 0.52% | Add +7.2% | 121,308 | $7.1M |
| Muirfield Wealth Advisors LLC | 4.60% | Add +3.4% | 121,113 | $7.0M |
| David Kennon Inc | 2.32% | Add +1.4% | 120,630 | $7.0M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -22.2% | 119,366 | $6.9M |
| Betterment LLC | 0.01% | Add +3.6% | 118,860 | $6.9M |
| Bull Street Advisors, LLC | 3.16% | Reduce -10.6% | 118,857 | $6.9M |
| Everett Harris & Co. | 0.08% | Add +30.1% | 116,330 | $6.8M |
| Private Advisory Group LLC | 0.37% | New | 115,670 | $6.7M |
| AQR Capital Management | 0.00% | Add +17.3% | 114,806 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -10.9% | 114,282 | $6.7M |
| Financial Plan, Inc. | 0.63% | Reduce -2.0% | 113,466 | $6.6M |
| Garde Capital, Inc. | 0.29% | New | 112,570 | $6.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.6% | 112,264 | $6.5M |
| World Investment Advisors | 0.11% | Reduce -0.1% | 109,981 | $6.4M |
| Flow Traders U.S. LLC | 0.27% | New | 110,606 | $6.4M |
| Zacks Investment Management | 0.05% | Add +6.3% | 109,670 | $6.4M |
| Rockingstone Advisors LLC | 2.56% | Add +6.7% | 109,550 | $6.4M |
| Echo45 Advisors LLC | 3.26% | Add +4.9% | 108,583 | $6.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -14.5% | 108,376 | $6.3M |
| SCS Capital Management LLC | 0.06% | Reduce -10.6% | 107,882 | $6.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.5% | 105,636 | $6.1M |
| Simplicity Wealth,LLC | 0.21% | Add +66.9% | 105,195 | $6.1M |
| truNorth Financial Services, Inc. | 5.40% | Add +1216.8% | 103,562 | $6.0M |
| CENTRAL TRUST Co | 0.11% | Add +6.5% | 103,549 | $6.0M |
| XY Planning Network, Inc. | 0.74% | Add +4.4% | 100,823 | $5.9M |
| Curran Financial Partners, LLC | 0.86% | Add +14.9% | 98,763 | $5.7M |
| One Degree Advisors Inc | 1.28% | New | 98,991 | $5.7M |
| Safir Wealth Advisors, LLC | 3.73% | Reduce -8.2% | 98,526 | $5.7M |
| Archford Capital Strategies, LLC | 0.58% | Add +1.1% | 98,525 | $5.7M |
| Sigma Planning Corp | 0.14% | Add +146.6% | 97,870 | $5.7M |
| Fortune Financial Advisors, LLC | 2.44% | Add +6.2% | 97,858 | $5.7M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -91.4% | 97,751 | $5.7M |
| Alhambra Investment Management LLC | 2.47% | Add +26.8% | 97,370 | $5.7M |
| Brucke Financial, Inc. | 2.49% | Add +13.7% | 96,466 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -67.3% | 96,385 | $5.6M |
| OneAscent Investment Solutions LLC | 5.25% | No change | 95,342 | $5.5M |
| Avior Wealth Management, LLC | 0.14% | Add +0.5% | 93,511 | $5.4M |
| Retirement Financial Solutions, LLC | 1.34% | Add +2.3% | 93,359 | $5.4M |
| Cornerstone Financial Management LLC | 4.28% | Reduce -2.3% | 91,769 | $5.3M |
| GeoWealth Management, LLC | 0.17% | Add +21.3% | 91,701 | $5.3M |
| Financial Gravity Companies, Inc. | 0.86% | — | 91,471 | $5.3M |
| Scotia Capital Inc. | 0.02% | Reduce -4.9% | 90,972 | $5.3M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +283637.5% | 90,796 | $5.3M |
| Elmwood Wealth Management, Inc. | 1.32% | Add +2.6% | 90,682 | $5.3M |
| O'Domhnaill Enterprises, Inc. | 4.21% | Reduce -64.0% | 90,492 | $5.3M |
| CFO4Life Group, LLC | 0.70% | Add +93.6% | 89,736 | $5.2M |
| Hexagon Capital Partners LLC | 0.73% | Reduce -9.8% | 89,538 | $5.2M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +1.6% | 89,502 | $5.2M |
| Prospera Financial Services Inc | 0.08% | Add +15.7% | 88,882 | $5.2M |
| Strategic Investment Solutions, Inc. | 1.18% | Reduce -12.4% | 88,540 | $5.2M |
| Climber Capital SA | 3.13% | Add +21.0% | 87,995 | $5.1M |
| Essential Partners LLC | 2.30% | Add +52.2% | 85,791 | $5.0M |
| Arvest Investments, Inc. | 0.60% | Add +14.7% | 85,691 | $5.0M |
| Hassell Wealth Management, LLC | 1.52% | Add +94.6% | 85,552 | $5.0M |
| Cardiff Park Advisors, LLC | 0.39% | Add +6.5% | 85,254 | $5.0M |
| CWC Advisors, LLC. | 2.20% | Add +1.0% | 85,066 | $5.0M |
| Hancock Whitney Corp. | 0.08% | Reduce -3.2% | 84,834 | $4.9M |
| Boston Family Office LLC | 0.30% | Add +4.5% | 84,609 | $4.9M |
| Marion Wealth Management | 1.00% | Reduce -12.2% | 84,523 | $4.9M |
| One Wealth Management Investment & Advisory Services, LLC | 5.16% | New | 84,513 | $4.9M |
| Whittier Trust Co. | 0.05% | Add +1.3% | 84,428 | $4.9M |
| BIP Wealth, LLC | 0.14% | Add +67.7% | 84,021 | $4.9M |
| Culbertson A N & Co. Inc. | 0.57% | Add +3.2% | 83,496 | $4.9M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -1.9% | 82,660 | $4.8M |
| Koshinski Asset Management, Inc. | 0.25% | Add +6.6% | 81,982 | $4.8M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -4.0% | 81,967 | $4.8M |
| Cordatus Wealth Management LLC | 1.04% | Add +11.1% | 81,109 | $4.7M |
| White Lighthouse Investment Management Inc. | 0.59% | Add +2.2% | 81,101 | $4.7M |
| MCF Advisors LLC | 0.17% | Add +4.1% | 80,321 | $4.7M |
| Mather Group, Llc. | 0.04% | Add +19.9% | 80,047 | $4.7M |
| CBM Financial, LLC | 2.77% | Add +4.6% | 80,049 | $4.7M |
| Thomas Story & Son LLC | 1.62% | Add +34.2% | 78,903 | $4.6M |
| Tennessee Valley Asset Management Partners | 0.51% | Add +0.0% | 78,805 | $4.6M |
| CWS Financial Advisors, LLC | 1.01% | Add +11.4% | 78,342 | $4.6M |
| Advisory Research Inc. | 0.45% | Add +12.3% | 78,263 | $4.6M |
| Xcelsior Advisor Partners LLC | 0.60% | Add +25.1% | 78,076 | $4.5M |
| Americana Partners, LLC | 0.10% | New | 77,161 | $4.5M |
| Aegis Wealth Management LLC | 2.11% | Reduce -5.2% | 76,909 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.3% | 76,770 | $4.5M |
| Truepoint, Inc. | 0.09% | Reduce -1.6% | 75,581 | $4.4M |
| Marietta Wealth Management, LLC | 0.45% | Add +9.0% | 75,504 | $4.4M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -26.1% | 72,932 | $4.2M |
| Kassira Wealth Management LLC | 3.41% | Add +1.9% | 72,930 | $4.2M |
| Cambient Family Office, LLC | 0.52% | Add +3.9% | 72,897 | $4.2M |
| Belpointe Asset Management LLC | 0.14% | Reduce -6.3% | 72,711 | $4.2M |
| Tillman Hartley LLC | 0.94% | Reduce -0.2% | 71,938 | $4.2M |
| SMART Wealth LLC | 0.90% | Add +97.9% | 71,824 | $4.2M |
| Capital Investment Counsel, LLC | 0.51% | Reduce -0.7% | 71,252 | $4.1M |
| Manchester Capital Management LLC | 0.53% | Add +25.0% | 70,520 | $4.1M |
| Impact Investors, Inc | 2.96% | Reduce -8.9% | 69,603 | $4.1M |
| Summit Financial, LLC | 0.04% | Add +0.1% | 69,471 | $4.0M |
| Argent Trust Co | 0.11% | Add +5.2% | 68,046 | $4.0M |
| Burney Co./ | 0.11% | Add +8.3% | 68,016 | $4.0M |
| Cornerstone Financial Group, LLC | 2.43% | Reduce -1.1% | 67,660 | $3.9M |
| Savvy Advisors, Inc. | 0.08% | Add +6.8% | 66,876 | $3.9M |
| Hara Capital LLC | 2.01% | Reduce -25.1% | 65,512 | $3.8M |
| Welch Group, LLC | 0.13% | Reduce -1.6% | 65,275 | $3.8M |
| AmeriServ Wealth Advisors | 2.53% | Reduce -34.6% | 65,185 | $3.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +15.6% | 64,750 | $3.8M |
| Titan Investment Management LLC | 2.78% | Add +4.7% | 64,514 | $3.8M |
| Allworth Financial LP | 0.02% | Add +3.4% | 62,766 | $3.7M |
| Schulz Wealth, LTD. | 1.85% | — | 61,505 | $3.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -16.4% | 61,405 | $3.6M |
| Seven Mile Advisory | 2.39% | Add +2.6% | 61,101 | $3.6M |
| Curi Capital, LLC | 0.06% | Reduce -4.8% | 61,053 | $3.6M |
| Wise Wealth Partners | 6.03% | New | 60,986 | $3.5M |
| &partners | 0.01% | Add +26.8% | 60,789 | $3.5M |
| Nwam LLC | 0.17% | Reduce -12.2% | 59,074 | $3.4M |
| Oak Grove Capital LLC | 0.25% | Reduce -38.7% | 58,200 | $3.4M |
| Colony Family Offices, LLC | 0.74% | Reduce -37.3% | 58,174 | $3.4M |
| Journey Advisory Group, LLC | 0.26% | Reduce -30.4% | 57,970 | $3.4M |
| Sage Rhino Capital LLC | 0.55% | Add +42.1% | 57,674 | $3.4M |
| 4WEALTH Advisors, Inc. | 2.55% | Add +1.8% | 56,994 | $3.3M |
| Miller Financial Services LLC | 2.66% | Add +3.6% | 56,634 | $3.3M |
| BDFS Capital LLC | 1.43% | Add +22.1% | 56,476 | $3.3M |
| Valley Financial Group, Inc. | 1.62% | Reduce -5.3% | 56,358 | $3.3M |
| Index Fund Advisors, Inc. | 0.13% | Add +6.8% | 55,843 | $3.3M |
| South Plains Financial, Inc. | 1.75% | Add +0.9% | 55,828 | $3.2M |
| MRWM Advisors, LLC | 1.32% | Reduce -3.5% | 55,296 | $3.2M |
| Wedmont Private Capital | 0.09% | Add +0.9% | 55,448 | $3.2M |
| Lionshead Wealth Management, LLC | 2.05% | Reduce -13.4% | 54,233 | $3.2M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -32.0% | 53,549 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | New | 52,887 | $3.1M |
| Asset One Wealth Management LLC | 0.32% | Reduce -6.1% | 52,892 | $3.1M |
| Breakwater Investment Management | 1.04% | Reduce -20.2% | 52,468 | $3.1M |
| Fiduciary Trust Co | 0.03% | Add +36.1% | 52,004 | $3.0M |
| Successful Portfolios LLC | 1.40% | Add +1.6% | 51,663 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +45.0% | 51,504 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -31.2% | 51,402 | $3.0M |
| Mills Wealth Advisors LLC | 0.94% | Add +109.5% | 51,302 | $3.0M |
| Pacific Park Financial, Inc. | 1.72% | Add +23.3% | 50,939 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Add +79.5% | 49,277 | $2.9M |
| Rockwood Wealth Management, LLC | 0.18% | Add +76.2% | 49,027 | $2.9M |
| Heck Capital Advisors, LLC | 0.17% | Reduce -11.2% | 48,947 | $2.8M |
| Iron Gate Global Advisors LLC | 0.27% | Reduce -12.4% | 48,882 | $2.8M |
| Kovack Advisors, Inc. | 0.14% | Reduce -87.9% | 48,983 | $2.8M |
| Blume Capital Management, Inc. | 0.42% | Add +1062.0% | 48,805 | $2.8M |
| Eschler Asset Management LLP | 5.07% | New | 48,682 | $2.8M |
| Accurate Wealth Management, LLC | 0.27% | Add +8.5% | 48,610 | $2.8M |
| IFC & Insurance Marketing, Inc. | 2.48% | Add +2.5% | 48,378 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -11.4% | 48,024 | $2.8M |
| North Capital, Inc. | 2.10% | Reduce -1.2% | 47,655 | $2.8M |
| Seeds Investor LLC | 0.28% | Add +141.2% | 47,339 | $2.8M |
| Savant Capital, LLC | 0.01% | Add +90.4% | 46,916 | $2.7M |
| Anchor Investment Management, LLC | 0.21% | No change | 46,960 | $2.7M |
| LaSalle St. Investment Advisors, LLC | 0.33% | Add +63.9% | 46,700 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.1% | 46,591 | $2.7M |
| American Investment Services, Inc. | 0.57% | Reduce -8.4% | 46,009 | $2.7M |
| Circle Wealth Management, LLC | 0.03% | Add +3.1% | 45,479 | $2.6M |
| Continental Investors Services, Inc. | 2.07% | Add +30.9% | 45,558 | $2.6M |
| Windward Private Wealth Management Inc. | 0.85% | Add +6.0% | 45,392 | $2.6M |
| Sepio Capital, LP | 0.13% | Add +106.7% | 45,210 | $2.6M |
| Tortoise Investment Management, LLC | 0.19% | Reduce -25.3% | 44,895 | $2.6M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +0.6% | 44,438 | $2.6M |
| LifeGuide Financial Advisors, LLC | 0.73% | Add +10.0% | 44,329 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.21% | Reduce -9.5% | 43,589 | $2.5M |
| Three Bearings Fiduciary Advisors, Inc. | 2.27% | Reduce -6.3% | 43,562 | $2.5M |
| Hayek Kallen Investment Management | 0.76% | Reduce -6.3% | 43,316 | $2.5M |
| Pinnacle Bancorp, Inc. | 0.65% | Add +1.5% | 43,258 | $2.5M |
| Moody National Bank Trust Division | 0.21% | No change | 43,219 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -4.2% | 43,217 | $2.5M |
| Transcendent Capital Group LLC | 0.97% | Add +3.9% | 42,853 | $2.5M |
| Evermay Wealth Management LLC | 0.25% | Add +573.9% | 42,491 | $2.5M |
| Mountain Pacific Investment Advisers LLC | 0.39% | No change | 42,437 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.77% | Add +5.7% | 42,387 | $2.5M |
| Hills Bank & Trust Co | 0.10% | Reduce -1.9% | 42,134 | $2.5M |
| Checchi Capital Advisers, LLC | 0.16% | Add +3.2% | 42,099 | $2.5M |
| Security Financial Services, INC. | 0.34% | Add +4.1% | 41,961 | $2.4M |
| Clarity Capital Advisors, LLC | 1.02% | Add +17.0% | 41,712 | $2.4M |
| Grove Street Fiduciary, LLC | 1.02% | Reduce -2.1% | 41,709 | $2.4M |
| Intelligence Driven Advisers, LLC | 0.39% | Add +6.6% | 41,622 | $2.4M |
| MBA Advisors LLC | 0.82% | Add +12.6% | 41,460 | $2.4M |
| First Horizon Corp. | 0.09% | Add +70.2% | 40,938 | $2.4M |
| Lauer Wealth, LLC | 1.62% | Reduce -63.6% | 40,943 | $2.4M |
| Ridgewood Investments LLC | 0.87% | Reduce -3.9% | 39,980 | $2.3M |
| Investment Advisory Group, LLC | 0.50% | Reduce -5.9% | 39,636 | $2.3M |
| Buck Wealth Strategies, LLC | 0.24% | New | 39,615 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -17.4% | 39,328 | $2.3M |
| Councilor Wealth, LLC | 0.92% | Add +33.2% | 39,206 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +16.3% | 39,126 | $2.3M |
| PFG Advisors | 0.11% | Add +2.6% | 38,824 | $2.3M |
| Chandler Asset Management, Inc. | 0.31% | Reduce -0.1% | 38,250 | $2.2M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +3.7% | 38,035 | $2.2M |
| Birchbrook, Inc. | 1.04% | Add +1.8% | 37,968 | $2.2M |
| Independent Advisor Alliance | 0.05% | Reduce -56.3% | 37,791 | $2.2M |
| PYA Waltman Capital, LLC | 0.51% | Reduce -7.7% | 36,871 | $2.1M |
| Kuhn & Co Investment Counsel | 1.24% | Reduce -0.5% | 36,780 | $2.1M |
| Jump Financial, LLC | 0.02% | Reduce -56.9% | 36,764 | $2.1M |
| Midwestern Financial, LLC | 1.49% | Reduce -2.3% | 36,541 | $2.1M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -10.8% | 36,204 | $2.1M |
| First County Bank | 1.00% | Add +196.5% | 36,154 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -12.9% | 36,006 | $2.1M |
| Orgel Wealth Management, LLC | 0.04% | Reduce -99.4% | 35,958 | $2.1M |
| Mgo One Seven LLC | 0.03% | Add +41.5% | 35,760 | $2.1M |
| Rinkey Investments | 0.49% | Add +67.8% | 35,656 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +0.4% | 35,642 | $2.1M |
| Triad Investment Management | 2.28% | Reduce -46.6% | 35,516 | $2.1M |
| Modern Wealth Management, LLC | 0.02% | New | 35,512 | $2.1M |
| Steele Capital Management, Inc. | 0.08% | Reduce -63.3% | 35,336 | $2.1M |
| Shayne & Jacobs, LLC | 0.60% | Reduce -2.8% | 34,835 | $2.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | New | 34,633 | $2.0M |
| Ranch Capital Advisors Inc. | 0.64% | Add +57.2% | 34,544 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -26.8% | 34,261 | $2.0M |
| LJI Wealth Management, LLC | 0.28% | No change | 33,761 | $2.0M |
| Addison Capital Co | 0.32% | Add +2.6% | 33,432 | $1.9M |
| Fund Evaluation Group, LLC | 0.05% | Add +18.4% | 33,182 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +13.1% | 33,170 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.8% | 32,960 | $1.9M |
| American National Bank & Trust | 0.16% | Add +17.7% | 32,569 | $1.9M |
| Insigneo Advisory Services, LLC | 0.07% | Add +1.9% | 32,378 | $1.9M |
| McDonough Capital Management, Inc | 0.94% | Reduce -3.0% | 32,340 | $1.9M |
| Chilton Investment Co. Inc. | 0.04% | Reduce -12.9% | 32,152 | $1.9M |
| Nest Investments, LLC | 1.42% | Add +2.8% | 32,140 | $1.9M |
| eCIO, Inc. | 0.52% | Add +6.4% | 31,897 | $1.9M |
| Balboa Wealth Partners | 0.25% | Reduce -44.7% | 31,127 | $1.8M |
| Headinvest, LLC | 0.33% | Reduce -3.3% | 30,414 | $1.8M |
| Transmarket Holdings LP | 1.29% | New | 30,270 | $1.8M |
| First Bancorp, Inc | 0.69% | Add +2.0% | 30,020 | $1.7M |
| Arena Capital Advisors, LLC- CA | 4.65% | No change | 30,000 | $1.7M |
| Legacy Wealth Asset Management, LLC | 0.38% | Add +7.9% | 29,851 | $1.7M |
| Mittelman Wealth Management | 1.15% | Reduce -13.9% | 9,869 | $1.7M |
| Brindle & Bay Financial Advisors, LLC | 0.87% | New | 29,747 | $1.7M |
| AXS Investments LLC | 0.49% | Reduce -28.4% | 29,475 | $1.7M |
| Evansbrook LLC | 1.02% | No change | 29,297 | $1.7M |
| PW Nova Financial Services LLC | 0.37% | New | 29,255 | $1.7M |
| Flagship Wealth Advisors, LLC | 0.38% | Add +16.1% | 28,971 | $1.7M |
| Rothschild Capital Partners, LLC | 0.36% | Add +31.9% | 28,810 | $1.7M |
| REDW Wealth LLC | 0.60% | Reduce -1.5% | 28,775 | $1.7M |
| Canal Capital Management, LLC | 0.20% | Add +5.1% | 28,520 | $1.7M |
| TRUE Private Wealth Advisors | 0.14% | Add +3.6% | 28,285 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -1.1% | 27,975 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -1.1% | 27,975 | $1.6M |
| RS Crum Inc. | 0.30% | Add +0.1% | 27,944 | $1.6M |
| Parkway Wealth Management Group, LLC | 0.19% | Reduce -14.3% | 27,817 | $1.6M |
| Marquette Associates, Inc. | 1.18% | New | 27,706 | $1.6M |
| Five Pine Wealth Management | 0.91% | Add +11.2% | 27,541 | $1.6M |
| VestGen Advisors, LLC | 0.05% | Add +0.6% | 27,307 | $1.6M |
| Hegarty Advisors, LLC | 1.09% | Reduce -1.3% | 27,180 | $1.6M |
| Parkwoods Wealth Partners, LLC | 0.25% | New | 27,149 | $1.6M |
| Agf Management Ltd. | 0.01% | Add +3.5% | 27,030 | $1.6M |
| Summit Wealth Partners, LLC | 0.22% | Add +5.3% | 26,925 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +52.5% | 26,494 | $1.5M |
| Zhang Financial LLC | 0.04% | Reduce -32.6% | 26,396 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -54.5% | 26,313 | $1.5M |
| Strive Financial Group ,LLC | 0.66% | Add +34.3% | 26,123 | $1.5M |
| Centurion Wealth Management LLC | 0.36% | Add +0.2% | 26,014 | $1.5M |
| Visionary Wealth Advisors | 0.06% | New | 25,952 | $1.5M |
| Barton Investment Management | 0.20% | No change | 25,934 | $1.5M |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +2.7% | 25,923 | $1.5M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -9.4% | 25,885 | $1.5M |
| Connecticut Wealth Management, LLC | 0.05% | New | 25,350 | $1.5M |
| VERITY Wealth Advisors | 0.89% | Reduce -5.1% | 25,331 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -1.2% | 25,225 | $1.5M |
| Hilton Capital Management, LLC | 0.10% | Add +43.8% | 25,169 | $1.5M |
| Frontier Asset Management, LLC | 0.26% | Add +9.9% | 24,950 | $1.5M |
| Dynasty Wealth Management, LLC | 0.01% | Add +4.2% | 24,942 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +5.6% | 24,373 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.47% | New | 1,417,781 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +28.2% | 24,165 | $1.4M |
| Two Sigma Securities, LLC | 0.12% | New | 24,045 | $1.4M |
| Gibraltar Capital Management, Inc. | 0.22% | Add +9.4% | 24,022 | $1.4M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -9.0% | 23,726 | $1.4M |
| Verus Financial Partners, Inc. | 0.12% | Reduce -11.4% | 23,659 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.13% | New | 23,544 | $1.4M |
| Huntington National Bank | 0.01% | Add +5.5% | 23,483 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 23,354 | $1.4M |
| Tidal Investments LLC | 0.00% | Reduce -16.5% | 23,156 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Add +1.4% | 22,881 | $1.3M |
| Obsidian Cio, LLC | 0.99% | Reduce -10.1% | 22,857 | $1.3M |
| Arkansas Financial Group, Inc. | 0.17% | Add +1.1% | 22,848 | $1.3M |
| Tranquilli Financial Advisor LLC | 0.71% | Reduce -43.1% | 22,751 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -90.0% | 22,668 | $1.3M |
| Applied Capital LLC | 0.42% | Reduce -14.5% | 22,639 | $1.3M |
| PFG Investments, LLC | 0.05% | Reduce -0.7% | 22,271 | $1.3M |
| Broussard Financial Group LLC | 1.03% | Add +43.5% | 22,160 | $1.3M |
| Avise Financial Cooperative, Inc. | 0.91% | Add +12.0% | 22,006 | $1.3M |
| Choate Investment Advisors | 0.02% | New | 21,971 | $1.3M |
| Kitching Partners, LLC | 1.10% | Add +9.6% | 21,958 | $1.3M |
| Vertrix Wealth Management, LLC | 0.43% | Add +44.2% | 21,853 | $1.3M |
| Bluespring Wealth Management, LLC | 0.02% | New | 21,658 | $1.3M |
| Beaird Harris Wealth Management, LLC | 0.08% | Reduce -1.4% | 21,322 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.29% | Reduce -5.4% | 21,284 | $1.2M |
| TrueWealth Advisors, LLC | 0.28% | Reduce -0.6% | 21,279 | $1.2M |
| North Dallas Bank & Trust Co. | 0.73% | Add +12.4% | 21,188 | $1.2M |
| Advanced Asset Management Advisors Inc | 0.32% | Add +0.5% | 21,183 | $1.2M |
| Jasper Ridge Partners, L.P. | 0.03% | Reduce -18.1% | 20,896 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +139.7% | 20,870 | $1.2M |
| Fullerton Advisors, LLC | 1.13% | Add +0.1% | 20,799 | $1.2M |
| United Community Bank | 0.37% | Add +1.2% | 20,775 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -18.0% | 20,440 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -7.4% | 20,326 | $1.2M |
| Summit Global Investments | 0.06% | Reduce -1.0% | 20,023 | $1.2M |
| Hummer Financial Advisory Services Inc | 0.77% | No change | 20,000 | $1.2M |
| GatePass Capital, LLC | 0.45% | Reduce -21.6% | 20,000 | $1.2M |
| 626 Financial, LLC | 0.45% | Add +105.6% | 19,830 | $1.2M |
| FMR LLC | 0.00% | Reduce -4.6% | 19,743 | $1.1M |
| Trek Financial, LLC | 0.06% | Reduce -68.7% | 19,618 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +42.9% | 19,576 | $1.1M |
| SeaBridge Investment Advisors LLC | 0.16% | Add +16.1% | 19,558 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Add +0.7% | 19,513 | $1.1M |
| Hardin Capital Partners, LLC | 0.53% | Reduce -0.6% | 19,468 | $1.1M |
| CoreCap Advisors, LLC | 0.03% | Add +5.3% | 19,437 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | New | 19,283 | $1.1M |
| Blair William & Co. | 0.00% | Add +16.3% | 19,396 | $1.1M |
| Ascentis Independent Advisors | 3.03% | Reduce -85.3% | 19,345 | $1.1M |
| Entrust Financial LLC | 0.73% | Reduce -9.2% | 19,330 | $1.1M |
| Planning Strategies Inc. | 0.70% | — | 19,265 | $1.1M |
| Belleair Asset Management, LLC | 0.94% | No change | 19,241 | $1.1M |
| Greenspring Advisors, LLC | 0.06% | Reduce -0.1% | 19,086 | $1.1M |
| Absolute Capital Management, LLC | 0.28% | Add +5.1% | 19,042 | $1.1M |
| Great Waters Wealth Management | 0.10% | Add +1.1% | 18,927 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +48.8% | 18,824 | $1.1M |
| Compass Ion Advisors, LLC | 0.09% | Add +17.6% | 18,736 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | Add +1.4% | 18,614 | $1.1M |
| Rothschild Wealth LLC | 0.09% | Reduce -1.5% | 18,575 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -1.2% | 18,467 | $1.1M |
| 49 Wealth Management, LLC | 0.20% | Reduce -95.7% | 18,462 | $1.1M |
| Alongside, LLC | 0.20% | — | 18,462 | $1.1M |
| D.B. Root & Company, LLC | 0.23% | Add +0.0% | 18,369 | $1.1M |
| Davis R M Inc. | 0.02% | Reduce -8.9% | 18,270 | $1.1M |
| Aspiriant, LLC | 0.03% | Add +1.5% | 18,267 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.11% | Add +1.7% | 18,195 | $1.1M |
| MBE Wealth Management, LLC | 0.37% | Reduce -2.8% | 18,128 | $1.1M |
| Pasadena Private Wealth, LLC | 0.14% | Reduce -16.0% | 18,082 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +7.0% | 17,911 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.1% | 17,888 | $1.0M |
| Core Wealth Advisors, Inc. | 0.21% | Add +58.7% | 17,530 | $1.0M |
| Silverlake Wealth Management LLC | 0.19% | Add +6.8% | 17,466 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -8.4% | 17,432 | $1.0M |
| StoneX Group Inc. | 0.04% | Add +30.0% | 17,386 | $1.0M |
| Stratos Investment Management, LLC | 0.04% | Add +12.7% | 17,363 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -17.0% | 17,258 | $1.0M |
| GMO | 0.00% | Reduce -41.0% | 17,250 | $1.0M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.41% | Add +130.9% | 16,996 | $989K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -21.5% | 16,979 | $988K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.2% | 16,831 | $980K |
| Inlight Wealth Management, LLC | 0.31% | Add +8.8% | 16,825 | $979K |
| Independent Financial Group, LLC | 0.02% | Reduce -39.9% | 16,816 | $979K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -86.0% | 16,627 | $968K |
| MMBG Investment Advisors Co. | 0.08% | No change | 16,615 | $967K |
| Avestar Capital, LLC | 0.06% | Reduce -10.7% | 16,506 | $961K |
| Hobbs Group Advisors, LLC | 0.25% | Reduce -2.5% | 16,444 | $957K |
| DB Fitzpatrick & Co, Inc | 0.77% | Add +26.4% | 16,284 | $948K |
| Valpey Financial Services, LLC | 0.56% | Add +7.5% | 16,109 | $938K |
| Oakmont Advisory Group, LLC | 0.78% | Add +49.8% | 16,008 | $932K |
| Sovran Advisors, LLC | 0.07% | Reduce -0.5% | 15,928 | $925K |
| Iams Wealth Management, LLC | 0.28% | Reduce -3.7% | 15,893 | $925K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +23.1% | 15,820 | $921K |
| Proffitt & Goodson Inc. | 0.13% | Add +4.5% | 15,657 | $911K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -21.3% | 15,627 | $909K |
| GTS Securities LLC | 0.02% | Add +59.0% | 15,594 | $908K |
| Gateway Wealth Partners, LLC | 0.05% | Add +18.9% | 15,435 | $898K |
| RFG Advisory, LLC | 0.01% | Reduce -77.9% | 15,304 | $891K |
| KRM Wealth Management L.L.C. | 0.39% | Reduce -1.3% | 15,182 | $884K |
| Silver Oak Advisory Group, Inc. | 0.35% | Add +3.9% | 15,183 | $883K |
| Ares Financial Consulting, LLC | 0.63% | Add +19.1% | 15,111 | $879K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.09% | Reduce -2.4% | 14,963 | $871K |
| West Paces Advisors Inc. | 0.15% | Reduce -0.7% | 14,905 | $867K |
| Orcam Financial Group | 0.42% | Add +25.4% | 14,904 | $867K |
| HUB Investment Partners, LLC | 0.02% | Add +40.6% | 14,636 | $852K |
| Founders Financial Securities LLC | 0.04% | Reduce -66.1% | 14,535 | $846K |
| Emerald Investment Advisers, LLC | 0.06% | Add +20.9% | 14,531 | $846K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -97.8% | 14,494 | $844K |
| Clearstead Advisors, LLC | 0.01% | Add +1431.6% | 14,474 | $842K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.3% | 14,442 | $840K |
| Apollon Financial, LLC | 0.10% | Add +0.4% | 14,394 | $838K |
| Trinity Wealth Management, LLC | 0.26% | Add +213.9% | 14,090 | $820K |
| KDT Advisors, LLC | 1.13% | No change | 14,080 | $819K |
| BCM Advisors, LLC | 0.16% | Add +143.9% | 14,084 | $817K |
| Glenview Trust Co | 0.01% | No change | 13,971 | $813K |
| Immaculate Wealth Management LLC | 5.41% | Add +3.9% | 13,717 | $798K |
| Brave Asset Management Inc. | 0.17% | Add +81.2% | 13,706 | $798K |
| Coppell Advisory Solutions LLC | 0.07% | New | 23,676 | $788K |
| Fifth Third Securities, Inc. | 0.04% | No change | 13,529 | $787K |
| AEGON USA Investment Management, LLC | 0.68% | No change | 13,500 | $786K |
| 17 Capital Partners, LLC | 0.36% | Add +18.0% | 13,468 | $784K |
| Thrive Capital Management, LLC | 0.15% | New | 13,452 | $783K |
| Trivium Point Advisory, LLC | 0.07% | New | 13,452 | $783K |
| Birchcreek Wealth Management, LLC | 0.30% | Add +13.8% | 13,390 | $779K |
| Horizon Investments, LLC | 0.01% | Reduce -62.5% | 13,464 | $779K |
| Principal Securities, Inc. | 0.01% | Reduce -1.0% | 13,334 | $776K |
| Allstreet Capital Advisors LLC | 0.50% | Add +6.5% | 13,328 | $776K |
| Braun-Bostich & Associates Inc. | 0.43% | Add +1.2% | 13,293 | $774K |
| Thayer Partners, LLC / MA | 0.32% | New | 13,290 | $774K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -95.3% | 13,166 | $766K |
| TPG Financial Advisors, LLC | 0.23% | Reduce -5.5% | 12,998 | $756K |
| Peterson Wealth Advisors, LLC | 0.09% | Reduce -3.6% | 12,994 | $756K |
| Financial Partners Group, Inc | 0.08% | No change | 12,986 | $756K |
| Eagle Strategies LLC | 0.07% | Add +4.2% | 12,946 | $753K |
| Cibc World Market Inc. | 0.00% | Reduce -10.7% | 12,840 | $747K |
| CX Institutional | 0.02% | Add +79.9% | 12,787 | $744K |
| Sunbeam Capital Management, LLC | 0.34% | New | 12,769 | $743K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 12,763 | $743K |
| Rockbridge Investment Management, LCC | 0.06% | Add +6.2% | 12,691 | $739K |
| Pictet North America Advisors SA | 0.06% | Reduce -2.3% | 12,600 | $733K |
| Defined Wealth Management, LLC | 0.38% | Reduce -38.9% | 12,583 | $732K |
| Vista Investment Management | 0.22% | Add +7.9% | 12,527 | $729K |
| Amicus Financial Advisors, LLC | 0.18% | Add +6.7% | 12,491 | $727K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.3% | 12,470 | $726K |
| Sellwood Investment Partners LLC | 0.26% | Add +0.2% | 12,465 | $725K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Add +1.1% | 12,416 | $724K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Reduce -2.7% | 12,197 | $710K |
| IFG Advisory, LLC | 0.02% | New | 12,190 | $709K |
| Diversify Advisory Services, LLC | 0.01% | New | 12,215 | $709K |
| Diversify Wealth Management, LLC | 0.01% | Add +7.1% | 12,215 | $709K |
| Independent Wealth Network Inc. | 0.18% | Add +28.0% | 12,173 | $708K |
| American Trust | 0.05% | Reduce -16.3% | 12,169 | $708K |
| Schiavi & Co LLC | 0.19% | Reduce -22.1% | 12,101 | $704K |
| Congress Park Capital LLC | 0.19% | Reduce -36.0% | 12,000 | $698K |
| Level Four Advisory Services, LLC | 0.02% | Add +72.5% | 11,880 | $691K |
| Clarendon Private LLC | 0.44% | Reduce -23.1% | 11,798 | $687K |
| Principia Wealth Advisory, LLC | 0.34% | Reduce -2.7% | 11,722 | $682K |
| Tandem Financial, LLC | 0.22% | New | 11,709 | $681K |
| Towneley Capital Management, Inc / DE | 0.13% | Reduce -51.2% | 11,681 | $680K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.25% | Add +10.7% | 11,630 | $677K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.1% | 11,547 | $672K |
| Vista Cima Wealth Management LLC | 0.50% | Reduce -4.3% | 11,543 | $672K |
| Noble Family Wealth, LLC | 0.12% | Add +44.3% | 11,526 | $671K |
| EP Wealth Advisors, LLC | 0.00% | Add +27.0% | 11,453 | $667K |
| Meitav Investment House Ltd. | 0.00% | Add +9.6% | 11,448 | $665K |
| TMB Capital Partners, LLC | 0.21% | Add +15.7% | 11,420 | $665K |
| Bragg Financial Advisors, Inc | 0.02% | Add +7.6% | 11,384 | $663K |
| LRI Investments, LLC | 0.05% | No change | 11,315 | $659K |
| Embree Financial Group | 0.07% | Reduce -15.9% | 11,272 | $656K |
| Capital Wealth Alliance, LLC | 0.30% | Reduce -3.5% | 11,262 | $655K |
| SG Americas Securities, LLC | 0.00% | New | 11,189 | $651K |
| Winter & Associates, Inc. | 0.49% | Reduce -24.6% | 11,131 | $648K |
| Melfa Wealth Management, Inc. | 0.35% | Reduce -4.3% | 11,126 | $648K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -2.6% | 11,110 | $647K |
| Money Concepts Capital Corp. | 0.03% | Add +0.4% | 11,068 | $644K |
| Dakota Wealth Management | 0.01% | Add +0.0% | 11,060 | $644K |
| Albion Financial Group | 0.04% | Reduce -1.6% | 10,973 | $639K |
| Evanson Financial, LLC | 0.03% | — | 10,916 | $635K |
| Viawealth, LLC | 0.32% | Reduce -16.2% | 10,896 | $634K |
| Chicago Partners Investment Group LLC | 0.01% | Add +22.6% | 10,912 | $633K |
| CFG Wealth Management Services, Inc. | 0.61% | No change | 10,746 | $629K |
| Stonekeep Investments, LLC | 0.36% | Add +5.6% | 10,709 | $623K |
| Thompson David Blair | 0.31% | Reduce -3.6% | 10,690 | $622K |
| Leuthold Group, LLC | 0.06% | Add +0.3% | 10,630 | $619K |
| Veracity Capital LLC | 0.16% | Reduce -0.2% | 10,381 | $604K |
| Intrua Financial, LLC | 0.06% | Reduce -27.9% | 10,335 | $601K |
| Monument Group Wealth Advisors, LLC | 0.29% | Reduce -83.2% | 1,611 | $601K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 10,323 | $601K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -7.9% | 10,315 | $600K |
| McAdam, LLC | 0.02% | Add +33.8% | 10,265 | $597K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.47% | No change | 10,170 | $592K |
| Eastern Bank | 0.01% | Add +10.8% | 10,136 | $590K |
| Roth Financial Partners LLC | 0.18% | Add +37.2% | 10,120 | $589K |
| Lake Hills Wealth Management, LLC | 0.27% | Reduce -2.4% | 10,104 | $588K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.1% | 10,104 | $588K |
| Prairiewood Capital, LLC | 0.15% | Add +2.3% | 10,100 | $588K |
| Wingate Wealth Advisors, Inc. | 0.26% | Add +0.8% | 10,069 | $586K |
| St Germain D J Co. Inc. | 0.02% | Reduce -45.4% | 10,063 | $586K |
| Hilltop Holdings Inc. | 0.05% | Reduce -14.9% | 9,924 | $578K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -16.8% | 9,870 | $574K |
| Howe & Rusling Inc. | 0.03% | Reduce -23.0% | 9,621 | $560K |
| Stokes Family Office, LLC | 0.07% | Reduce -80.5% | 9,613 | $559K |
| Physician Wealth Solutions Inc. | 0.21% | Reduce -1.2% | 9,594 | $558K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -17.5% | 9,556 | $556K |
| BancFirst Trust & Investment Management | 0.24% | Reduce -62.7% | 9,541 | $556K |
| Alaethes Wealth, LLC | 0.16% | No change | 9,440 | $549K |
| Ethos Financial Group, LLC | 0.04% | Reduce -20.7% | 9,434 | $548K |
| Range Advisory, LLC | 0.07% | Add +129.0% | 9,419 | $548K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -6.7% | 9,401 | $547K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -5.8% | 9,391 | $547K |
| Mainsail Financial Group, LLC | 0.18% | New | 9,320 | $542K |
| Klingman & Associates, LLC | 0.02% | No change | 9,273 | $540K |
| Navigation Wealth Management, Inc. | 0.74% | Add +0.1% | 9,236 | $538K |
| Calton & Associates, Inc. | 0.08% | Add +2.0% | 9,228 | $537K |
| Redwood Investment Management, LLC | 0.05% | Reduce -23.9% | 9,227 | $537K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -17.1% | 9,066 | $528K |
| Carroll Advisory Group, LLC | 0.17% | Add +1.3% | 9,039 | $526K |
| Core Wealth Partners LLC | 0.22% | Reduce -2.4% | 8,972 | $522K |
| Jane Street Group, LLC | 0.00% | Add +98.4% | 8,913 | $519K |
| Chapin Davis, Inc. | 0.09% | Add +0.1% | 8,702 | $506K |
| Keybank National Association | 0.00% | Add +35.4% | 8,702 | $506K |
| Petra Financial Advisors Inc. | 0.23% | Add +1.3% | 8,701 | $506K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.4% | 8,686 | $506K |
| Forum Private Client Group LLC | 0.15% | New | 8,679 | $505K |
| Choreo, LLC | 0.01% | Reduce -4.3% | 8,663 | $504K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,640 | $503K |
| Bell Bank | 0.02% | Reduce -34.8% | 8,640 | $503K |
| Doliver Advisors, LP | 0.11% | New | 8,601 | $501K |
| Novak & Powell Financial Services, Inc. | 0.24% | No change | 8,600 | $501K |
| Compound Planning, Inc. | 0.01% | Reduce -4.1% | 8,587 | $500K |
| Retirement Capital Strategies | 0.17% | No change | 8,583 | $500K |
| Quantinno Capital Management LP | 0.00% | Add +133.3% | 8,526 | $496K |
| Kaizen Financial Strategies | 0.20% | Reduce -44.9% | 8,549 | $496K |
| Ruedi Wealth Management, Inc. | 0.12% | Reduce -6.2% | 8,518 | $496K |
| GenTrust, LLC | 0.02% | Add +2.7% | 8,517 | $496K |
| North Star Investment Management Corp. | 0.03% | Add +14.0% | 8,506 | $495K |
| Parr McKnight Wealth Management Group, LLC | 0.06% | No change | 8,500 | $495K |
| Chris Bulman Inc | 0.18% | No change | 8,473 | $493K |
| Washington Capital Management, Inc. | 0.32% | New | 8,435 | $491K |
| HSBC Holdings PLC | 0.00% | Reduce -4.5% | 8,426 | $490K |
| Whalen Wealth Management Inc. | 0.22% | Add +26.5% | 8,371 | $487K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -29.5% | 8,308 | $484K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +17.4% | 8,283 | $482K |
| Woodward Diversified Capital, LLC | 0.21% | Reduce -52.4% | 8,242 | $480K |
| Channel Wealth LLC | 0.11% | Reduce -5.2% | 8,213 | $478K |
| Selective Wealth Management, Inc. | 0.12% | New | 8,120 | $472K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -0.7% | 8,088 | $471K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 8,082 | $470K |
| Meridian Wealth Partners, LLC | 0.06% | Reduce -3.3% | 8,073 | $470K |
| Alteri Wealth LLC | 0.13% | Reduce -2.5% | 8,064 | $469K |
| R. W. Roge & Company, Inc. | 0.20% | Reduce -13.6% | 8,070 | $469K |
| ProVise Management Group, LLC | 0.03% | No change | 8,038 | $468K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.2% | 8,027 | $467K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +3.9% | 7,971 | $464K |
| Mustard Seed Financial, LLC | 0.24% | New | 7,962 | $463K |
| Modera Wealth Management, LLC | 0.00% | Reduce -5.0% | 7,938 | $462K |
| CJM Wealth Advisers, Ltd. | 0.12% | Reduce -17.5% | 7,901 | $460K |
| Aries Wealth Management | 0.09% | No change | 7,890 | $459K |
| FSM Wealth Advisors, LLC | 0.05% | Reduce -21.5% | 7,840 | $456K |
| Seizert Capital Partners, LLC | 0.02% | No change | 7,806 | $454K |
| Brighton Jones LLC | 0.01% | Reduce -2.5% | 7,800 | $454K |
| L.K. Benson & Company, P.C. | 0.14% | Add +0.2% | 7,706 | $449K |
| McMillan Office, Inc. | 0.05% | No change | 7,700 | $448K |
| First Commonwealth Financial Corp | 0.06% | No change | 7,662 | $446K |
| True Link Financial Advisors, LLC | 0.03% | Add +118.0% | 7,587 | $442K |
| Ignite Planners, LLC | 0.06% | Reduce -14.8% | 7,567 | $440K |
| Whitegate Investment Counselors, Inc. | 0.13% | Add +7.1% | 7,560 | $440K |
| Manhattan West Asset Management, LLC | 0.07% | Reduce -34.0% | 7,542 | $439K |
| Essential Planning, LLC. | 0.12% | No change | 7,525 | $438K |
| Atticus Wealth Management, LLC | 0.10% | Add +43.9% | 7,492 | $436K |
| Trust Point Inc. | 0.04% | Add +3.6% | 7,481 | $435K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +1.1% | 7,434 | $433K |
| C M Bidwell & Associates Ltd. | 0.18% | Reduce -41.8% | 7,433 | $433K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.14% | Reduce -0.1% | 7,408 | $430K |
| Grandview Asset Management LLC | 0.11% | Add +0.5% | 7,368 | $429K |
| Barnes Pettey Financial Advisors, LLC | 0.13% | New | 7,364 | $429K |
| CVA Family Office, LLC | 0.04% | Add +13.5% | 7,362 | $428K |
| Coston, McIsaac & Partners | 0.09% | Add +6.7% | 7,281 | $423K |
| Vicus Capital | 0.03% | Add +0.9% | 7,179 | $418K |
| Venture Visionary Partners LLC | 0.01% | New | 7,172 | $417K |
| Burton Enright Welch | 0.05% | New | 7,138 | $415K |
| XML Financial, LLC | 0.03% | New | 7,111 | $414K |
| Florida Trust Wealth Management Co | 0.01% | No change | 7,108 | $414K |
| Avion Wealth | 0.08% | No change | 7,076 | $411K |
| IHT Wealth Management, LLC | 0.01% | New | 7,056 | $411K |
| Mayfair Advisory Group, LLC | 0.12% | New | 7,060 | $410K |
| Composition Wealth, LLC | 0.00% | Reduce -0.3% | 7,024 | $409K |
| WMS Group LLC | 0.53% | No change | 7,000 | $407K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +25.3% | 6,904 | $402K |
| Central Valley Advisors, LLC | 0.10% | Add +41.9% | 6,892 | $401K |
| NBH Bank | 0.17% | — | 6,876 | $400K |
| BridgePort Financial Solutions, LLC | 0.10% | No change | 6,857 | $399K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | Add +32.1% | 6,850 | $399K |
| TrustWell Financial Advisors, LLC | 0.34% | Reduce -0.6% | 6,822 | $397K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 6,813 | $397K |
| Pacific Financial Group Inc. | 0.19% | Reduce -9.6% | 6,809 | $396K |
| My Personal CFO, LLC | 0.15% | Reduce -41.1% | 6,720 | $391K |
| Stone House Investment Management, LLC | 0.05% | Reduce -21.1% | 6,689 | $389K |
| 10Elms LLP | 0.17% | New | 6,673 | $388K |
| Sankala Group LLC | 0.26% | Add +38.3% | 6,654 | $387K |
| Key Capital Management, INC | 0.20% | Add +10.9% | 6,647 | $387K |
| Black Diamond Financial, LLC | 0.03% | New | 6,629 | $386K |
| US Bancorp \de | 0.00% | Add +265.3% | 6,604 | $384K |
| TRB Wealth Management, LLC | 0.05% | Reduce -14.6% | 6,573 | $383K |
| Capstone Wealth Management Group, Inc. | 0.23% | — | 6,561 | $382K |
| Pallas Capital Advisors LLC | 0.01% | No change | 6,551 | $381K |
| Quartz Partners, LLC | 0.12% | New | 6,522 | $380K |
| First Heartland Consultants, Inc. | 0.02% | Add +32.0% | 6,495 | $378K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.8% | 6,482 | $377K |
| Diversified Trust Co. | 0.01% | Add +13.0% | 6,417 | $373K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.0% | 6,374 | $371K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,339 | $368K |
| Carter Financial Group, INC. | 0.19% | Add +7.0% | 6,297 | $366K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.4% | 6,182 | $360K |
| Founders Grove Wealth Partners, LLC | 0.07% | Reduce -25.2% | 6,172 | $359K |
| Western Reserve Capital Management, LLC | 0.27% | Reduce -7.6% | 6,172 | $359K |
| Fortitude Advisory Group L.L.C. | 0.14% | New | 6,162 | $359K |
| Essex Financial Services, Inc. | 0.02% | Reduce -2.8% | 6,079 | $354K |
| Faithward Advisors, LLC | 0.04% | Add +7.0% | 6,076 | $354K |
| Fisher Asset Management | 0.00% | Reduce -9.5% | 6,075 | $354K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +185.5% | 6,069 | $353K |
| Wells Financial Advisors INC | 3.27% | Reduce -22.5% | 6,050 | $352K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 5,977 | $348K |
| IVC Wealth Advisors LLC | 0.13% | Add +5.0% | 5,927 | $345K |
| Sage Financial Management Group, Inc. | 0.09% | No change | 5,879 | $342K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -33.0% | 5,847 | $340K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 5,703 | $332K |
| Cannell & Spears LLC | 0.01% | New | 5,655 | $329K |
| Avant Financial Advisors LLC | 0.20% | New | 5,647 | $329K |
| Courier Capital LLC | 0.02% | Reduce -21.4% | 5,639 | $328K |
| Hershey Financial Advisers, LLC | 0.23% | Reduce -35.1% | 5,576 | $325K |
| Sound Portfolio Advisors, LLC | 0.23% | Add +20.9% | 5,556 | $323K |
| M1 Capital Management LLC | 0.12% | Reduce -9.8% | 5,555 | $323K |
| Cedar Wealth Management, LLC | 0.08% | Add +0.7% | 5,545 | $323K |
| Guggenheim Capital LLC | 0.00% | New | 5,544 | $323K |
| Enclave Advisors LLC | 0.04% | Add +0.4% | 5,491 | $320K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,461 | $318K |
| Charis Legacy Partners, LLC | 0.39% | Reduce -9.4% | 5,452 | $317K |
| McClarren Financial Advisors, Inc. | 0.16% | Add +2.7% | 5,439 | $317K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.3% | 5,432 | $316K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 5,428 | $316K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -32.8% | 5,362 | $312K |
| WJ Financial Advisors LLC | 0.23% | Reduce -3.3% | 5,356 | $312K |
| Kendall Capital Management | 0.05% | Reduce -7.8% | 5,355 | $312K |
| Intergy Private Wealth, LLC | 0.07% | Add +17.1% | 5,341 | $311K |
| Clear Point Advisors Inc. | 0.28% | New | 5,335 | $311K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.9% | 5,329 | $310K |
| Madrid Wealth Management, LLC | 0.20% | Reduce -2.1% | 5,281 | $307K |
| Stirlingshire Investments, Inc. | 0.23% | Reduce -6.0% | 5,261 | $306K |
| STAR Financial Bank | 0.12% | New | 5,138 | $299K |
| Access Financial Services, Inc. | 0.10% | New | 5,125 | $298K |
| Rye Brook Capital LLC | 0.21% | New | 5,100 | $297K |
| Capital Analysts, LLC | 0.01% | Add +4.4% | 5,078 | $295K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 5,068 | $295K |
| Fiduciary Financial Advisors | 0.03% | New | 5,059 | $294K |
| Quest 10 Wealth Builders, Inc. | 0.23% | Reduce -0.7% | 5,040 | $293K |
| United Advisor Group, LLC | 0.03% | New | 5,022 | $292K |
| Deutsche Bank AG | 0.00% | No change | 5,000 | $291K |
| DMC Group, LLC | 0.20% | Add +8.1% | 4,987 | $290K |
| FCG Investment Co | 0.10% | Reduce -45.4% | 4,919 | $286K |
| Miller Capital Partners, Inc. | 0.11% | Add +3.4% | 4,906 | $286K |
| Rialto Wealth Management, LLC | 0.06% | Add +25.1% | 4,858 | $283K |
| Laraway Financial Advisors Inc | 0.17% | Reduce -2.0% | 4,812 | $280K |
| Approach Retirement Advisors, LLC | 0.20% | Add +2.6% | 4,806 | $280K |
| Commerce Bank | 0.00% | New | 4,780 | $278K |
| ABLE Financial Group, LLC | 0.05% | No change | 4,770 | $278K |
| Clearwave Capital, LLC | 0.15% | Reduce -31.4% | 4,664 | $271K |
| National Philanthropic Trust | 0.00% | No change | 4,635 | $270K |
| Addis & Hill, Inc | 0.15% | Reduce -69.0% | 4,617 | $269K |
| Easterly Investment Partners LLC | 0.01% | No change | 4,604 | $268K |
| Opus Financial Solutions LLC | 0.21% | Reduce -2.9% | 4,530 | $264K |
| Steel Grove Capital Advisors, LLC | 0.02% | Add +17.8% | 4,526 | $263K |
| Berger Financial Group, Inc | 0.01% | Add +1.2% | 4,501 | $262K |
| Balefire, LLC | 0.04% | Reduce -6.0% | 4,475 | $260K |
| Meritas Wealth Management, LLC | 0.10% | Add +0.9% | 4,474 | $260K |
| NorthLanding Financial Partners, LLC | 0.18% | Reduce -22.4% | 4,469 | $260K |
| Tompkins Financial Corp. | 0.02% | No change | 4,467 | $260K |
| E&G Advisors, LLC | 0.05% | No change | 4,425 | $258K |
| DecisionPoint Financial, LLC | 0.05% | No change | 4,350 | $252K |
| Maxele Advisors, LLC | 0.18% | — | 4,325 | $252K |
| R2 Capital Strategies, LLC | 0.11% | — | 4,298 | $250K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 4,273 | $249K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 4,278 | $249K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Add +1.0% | 4,222 | $246K |
| Snider Financial Group | 0.06% | No change | 4,192 | $244K |
| Freestate Advisors LLC | 0.18% | Add +5.0% | 4,173 | $243K |
| First Pacific Financial | 0.03% | Add +776.0% | 4,170 | $243K |
| Waller Financial Planning Group, Inc. | 0.05% | New | 4,146 | $241K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.1% | 4,138 | $240K |
| Unique Wealth Strategies, LLC | 0.09% | New | 4,116 | $240K |
| Fourpath Capital Management, LLC | 0.03% | No change | 4,106 | $239K |
| Exchange Traded Concepts, LLC | 0.00% | New | 4,104 | $239K |
| IMPACTfolio, LLC | 0.09% | Reduce -0.9% | 4,090 | $238K |
| Steffes Financial, Ltd. | 0.10% | No change | 4,081 | $238K |
| Simmons Bank | 0.01% | Add +10.2% | 4,070 | $237K |
| RHS Financial, LLC | 0.09% | New | 4,027 | $234K |
| International Assets Investment Management, LLC | 0.01% | Reduce -10.3% | 4,039 | $234K |
| Mission Wealth Management, LP | 0.00% | Add +3.9% | 4,017 | $234K |
| Brickley Wealth Management | 0.03% | No change | 4,008 | $233K |
| Caitlin John, LLC | 0.13% | No change | 3,974 | $231K |
| Procyon Advisors, LLC | 0.01% | Reduce -42.1% | 3,944 | $230K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,914 | $228K |
| Portland Financial Advisors Inc | 0.42% | New | 3,909 | $228K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,901 | $227K |
| Maridea Wealth Management LLC | 0.02% | Reduce -38.1% | 3,862 | $225K |
| Ellis Investment Partners, LLC | 0.03% | New | 3,856 | $224K |
| Wayfinding Financial, LLC | 0.08% | Add +1.3% | 3,853 | $224K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +0.5% | 3,874 | $224K |
| Invariant Investment Management | 0.13% | Reduce -18.1% | 3,828 | $222K |
| Jacobs Equity LLC | 0.15% | New | 3,814 | $222K |
| SageView Advisory Group, LLC | 0.01% | New | 3,807 | $222K |
| Cordgrass Capital Advisors, LLC | 0.08% | Add +46.4% | 3,805 | $221K |
| Synergy Investment Management, LLC | 0.05% | Reduce -31.6% | 3,775 | $220K |
| Brookwood Investment Group LLC | 0.03% | New | 3,769 | $219K |
| W1M Asset Management Ltd | 0.00% | New | 3,769 | $219K |
| Versant Capital Management, Inc | 0.02% | Reduce -46.1% | 3,748 | $218K |
| Impact Partnership Wealth, LLC | 0.02% | New | 3,708 | $216K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,680 | $214K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -11.8% | 3,680 | $214K |
| MidAtlantic Capital Management, Inc. | 0.13% | New | 3,677 | $214K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 3,648 | $212K |
| Meyer Handelman Co. | 0.01% | No change | 3,644 | $212K |
| Mutual Advisors, LLC | 0.00% | Reduce -11.9% | 3,640 | $212K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 3,636 | $212K |
| Johnson Financial Group, LLC | 0.01% | Reduce -1.1% | 3,629 | $211K |
| LifeWealth Investments, LLC | 0.06% | Reduce -12.4% | 3,624 | $211K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,604 | $210K |
| Astra Wealth Partners LLC | 0.12% | New | 3,575 | $208K |
| Castleview Partners, LLC | 0.09% | New | 3,545 | $206K |
| Alexander Labrunerie & Co., Inc. | 0.07% | No change | 3,520 | $205K |
| Evelyn Partners Group Ltd | 0.00% | — | 3,502 | $205K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -8.3% | 3,517 | $205K |
| Planning Center, Inc. | 0.02% | No change | 3,504 | $204K |
| Register Financial Advisors LLC | 0.06% | No change | 3,500 | $204K |
| Pine Harbor Wealth Management, LLC | 0.05% | Add +0.9% | 3,495 | $203K |
| JCIC Asset Management Inc. | 0.06% | No change | 3,410 | $200K |
| NBT Bank, N.A. | 0.01% | Reduce -31.4% | 3,417 | $199K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -55.8% | 3,393 | $197K |
| Compass Financial Management LLC | 0.02% | — | 3,310 | $192K |
| SHP Wealth Management | 0.01% | Reduce -10.8% | 3,098 | $180K |
| Disciplina Capital Management LLC | 0.02% | Add +4.6% | 3,033 | $177K |
| CDKV Holdings LLC | 0.14% | Reduce -8.9% | 3,032 | $176K |
| General Partner, Inc. | 0.08% | No change | 2,700 | $157K |
| Meramec Financial Planners, LLC | 0.06% | Add +41.6% | 2,646 | $154K |
| Spire Wealth Management | 0.00% | Reduce -42.9% | 2,600 | $151K |
| MidFirst Bank | 0.01% | No change | 2,557 | $149K |
| Perkins Coie Trust Co | 0.02% | No change | 2,522 | $147K |
| Ashton Thomas Securities, LLC | 0.02% | No change | 2,500 | $146K |
| Archer Investment Corp | 0.03% | Add +186.0% | 2,388 | $139K |
| Blueline Advisors LLC | 0.10% | Reduce -31.2% | 2,378 | $138K |
| Westchester Capital Management, Inc. | 0.02% | No change | 2,295 | $134K |
| PlanVest Financial, Inc | 0.08% | New | 2,177 | $127K |
| Topsail Wealth Management, LLC | 0.02% | Add +36.6% | 2,173 | $126K |
| Private Trust Co. NA | 0.01% | Reduce -83.6% | 2,067 | $120K |
| Fairscale Capital, LLC | 0.07% | No change | 2,033 | $118K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Reduce -33.3% | 2,000 | $116K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.1% | 1,929 | $112K |
| Caldwell Trust Co | 0.01% | Reduce -34.2% | 1,798 | $105K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -3.2% | 1,772 | $103K |
| Pacifica Partners Inc. | 0.03% | No change | 1,735 | $101K |
| Webster Bank, N. A. | 0.01% | Reduce -16.7% | 1,679 | $98K |
| Rossby Financial, LCC | 0.02% | No change | 1,640 | $95K |
| Dunhill Financial, LLC | 0.02% | No change | 1,635 | $95K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -8.5% | 1,609 | $94K |
| AlphaCore Capital LLC | 0.00% | No change | 1,600 | $93K |
| Bessemer Group Inc. | 0.00% | Reduce -60.3% | 1,592 | $93K |
| Align Financial, LLC | 0.05% | No change | 1,565 | $91K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,547 | $90K |
| Signature Equity Partners, LLC | 0.04% | No change | 1,410 | $82K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.3% | 1,382 | $80K |
| Twin Lakes Capital Management, LLC | 0.03% | No change | 1,358 | $79K |
| Simplex Trading, LLC | 0.00% | Add +170.7% | 1,332 | $78K |
| FAS Wealth Partners, Inc. | 0.00% | Add +417.8% | 1,310 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -18.4% | 1,305 | $76K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -0.1% | 1,268 | $74K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,268 | $74K |
| Centennial Bank | 0.02% | No change | 1,229 | $72K |
| Downshift Financial, LLC | 0.03% | New | 1,197 | $70K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,168 | $68K |
| REAP Financial Group, LLC | 0.01% | Reduce -3.7% | 1,150 | $67K |
| Godfrey Financial Associates, Inc. | 0.05% | Reduce -0.7% | 1,075 | $63K |
| Avalon Trust Co | 0.00% | No change | 985 | $57K |
| Parkside Financial Bank & Trust | 0.00% | No change | 980 | $57K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 969 | $56K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -46.0% | 950 | $55K |
| Minot DeBlois Advisors LLC | 0.05% | No change | 949 | $55K |
| Fairman Group, LLC | 0.04% | Reduce -24.2% | 938 | $55K |
| Strategic Advocates LLC | 0.19% | No change | 865 | $50K |
| Rothschild Investment LLC | 0.00% | No change | 850 | $49K |
| Raleigh Capital Management Inc. | 0.02% | Add +13.1% | 828 | $48K |
| Phillips Financial Management, LLC | 0.00% | No change | 814 | $47K |
| Kilter Group LLC | 0.02% | Add +20.1% | 806 | $47K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 789 | $46K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 741 | $43K |
| Hollencrest Capital Management | 0.00% | No change | 714 | $42K |
| Chesapeake Asset Management LLC | 0.03% | No change | 687 | $40K |
| Larson Financial Group LLC | 0.00% | Reduce -41.2% | 657 | $38K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 598 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 592 | $34K |
| Lanark Financial, Inc. | 0.00% | No change | 575 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -38.2% | 553 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -0.2% | 553 | $32K |
| Asset Dedication, LLC | 0.00% | Add +140.6% | 539 | $31K |
| Orion Capital Management LLC | 0.01% | No change | 537 | $31K |
| Atlatl Advisers LLC | 0.01% | New | 536 | $31K |
| Continuum Advisory, LLC | 0.00% | New | 512 | $30K |
| Bangor Savings Bank | 0.00% | No change | 500 | $29K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 486 | $28K |
| Private Wealth Management Group, LLC | 0.01% | New | 484 | $28K |
| Vision Financial Markets LLC | 0.02% | No change | 451 | $26K |
| FWL Investment Management, LLC | 0.00% | No change | 414 | $24K |
| Wellington-Altus USA Inc. | 0.02% | No change | 400 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -48.3% | 402 | $23K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 395 | $23K |
| Maryland Capital Advisors Inc. | 0.01% | — | 381 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -53.7% | 379 | $22K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 360 | $21K |
| Birchwood Financial Partners, Inc. | 0.02% | No change | 350 | $20K |
| Nova Wealth Management, Inc. | 0.01% | No change | 305 | $18K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 300 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | New | 293 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 289 | $17K |
| Crews Bank & Trust | 0.00% | No change | 280 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 281 | $16K |
| Community Financial Services Group, LLC | 0.00% | No change | 275 | $16K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -15.8% | 256 | $15K |
| Investors Research Corp | 0.00% | No change | 255 | $15K |
| McDonald Partners LLC | 0.00% | New | 250 | $15K |
| Nemes Rush Group LLC | 0.00% | No change | 237 | $14K |
| Aventura Private Wealth, LLC | 0.00% | No change | 212 | $12K |
| Eukles Asset Management | 0.00% | Reduce -43.2% | 204 | $12K |
| NFSG Corp | 0.00% | No change | 200 | $12K |
| Networth Advisors, LLC | 0.01% | Reduce -5.0% | 191 | $11K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -12.6% | 187 | $11K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 187 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 167 | $10K |
| Graney & King, LLC | 0.00% | No change | 155 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | New | 155 | $9K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 154 | $9K |
| Key Financial Inc | 0.00% | No change | 143 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -43.5% | 130 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -47.6% | 130 | $8K |
| Montgomery Financial Services LLC | 0.01% | — | 123 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.6% | 118 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.9% | 116 | $7K |
| Logan Capital Management Inc. | 0.00% | — | 103 | $6K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 92 | $5K |
| Motco | 0.00% | Reduce -23.9% | 89 | $5K |
| Mosley Wealth Management | 0.00% | No change | 86 | $5K |
| Colonial Trust Co / SC | 0.00% | Reduce -42.4% | 83 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 82 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -71.4% | 66 | $4K |
| Lodestone Wealth Management LLC | 0.00% | No change | 60 | $3K |
| Gilpin Wealth Management, LLC | 0.00% | New | 59 | $3K |
| MRP Capital Investments, LLC | 0.00% | No change | 57 | $3K |
| Addison Advisors LLC | 0.00% | Reduce -98.1% | 44 | $3K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 38 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.9% | 28 | $2K |
| Timbuktu Capital Management, LLC | 0.00% | — | 34 | $2K |
| IMA Advisory Services, Inc. | 0.00% | New | 32 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 30 | $2K |
| Harborfront Financial Group LLC | 0.01% | — | 28 | $2K |
| JPL Wealth Management, LLC | 0.00% | Add +3.7% | 28 | $2K |
| Olistico Wealth, LLC | 0.00% | No change | 27 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 16 | $931 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 11 | $640 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 7 | $407 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $175 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $116 |
| Rakuten Securities, Inc. | 0.00% | Reduce -87.5% | 1 | $58 |
"% of holder's portfolio" is VGSH's weight in each manager's 13F, not the share of Vanguard Short-Term Treasury the manager owns.