Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q1 2024 (March 31)577holders
2famous investors
$45.61avg. 13F price*
At the end of Q1 2024, 577 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($6.2B), Bank of America Corp. ($2.9B) and Envestnet Asset Management Inc. ($841.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Mortgage-Backed Sec
- CUSIP
- 92206C771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $144.0M |
| Exits | 55 | $27.2M |
Ownership 577 holders
| Charles Schwab Investment Advisory, Inc. | 8.46% | Add +2.2% | 134,995,733 | $6.2B |
| Bank of America Corp. | 0.29% | Reduce -12.9% | 64,607,518 | $2.9B |
| Envestnet Asset Management Inc. | 0.31% | Add +5.5% | 18,455,395 | $841.8M |
| Bank of New York Mellon Corp | 0.09% | Add +27.4% | 9,976,201 | $455.0M |
| Assetmark, Inc. | 1.05% | Add +12.8% | 7,109,918 | $324.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -40.0% | 6,221,118 | $283.7M |
| Stifel Financial Corp. | 0.27% | Add +7.7% | 5,281,057 | $240.9M |
| LPL Financial LLC | 0.12% | Add +4.3% | 4,853,360 | $221.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.1% | 4,074,575 | $185.8M |
| Morgan Stanley | 0.01% | Reduce -4.3% | 4,023,322 | $183.5M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Add +6.7% | 3,804,020 | $173.5M |
| Lincoln National Corp. | 2.28% | Add +5.8% | 3,202,493 | $146.1M |
| Mather Group, Llc. | 2.30% | Reduce -0.5% | 3,140,721 | $145.6M |
| Morningstar Investment Services LLC | 1.47% | Reduce -44.8% | 2,920,431 | $133.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -1.7% | 2,877,713 | $131.3M |
| TD Private Client Wealth LLC | 3.62% | Add +15.0% | 2,416,591 | $110.2M |
| Keybank National Association | 0.42% | Reduce -2.5% | 2,218,317 | $101.2M |
| Wells Fargo & Company | 0.02% | Add +18.9% | 1,632,296 | $74.4M |
| Raymond James & Associates | 0.05% | Reduce -2.9% | 1,537,946 | $70.1M |
| Relative Value Partners Group, LLC | 4.08% | Add +1.3% | 1,405,124 | $64.9M |
| Acropolis Investment Management, LLC | 4.21% | Add +4.3% | 1,409,725 | $64.3M |
| Financial Engines Advisors L.L.C. | 0.14% | Add +0.3% | 1,360,023 | $62.0M |
| Royal Bank of Canada | 0.01% | Add +6.9% | 1,299,780 | $59.3M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +5.3% | 1,281,012 | $58.4M |
| Jane Street Group, LLC | 0.07% | New | 1,258,910 | $57.4M |
| Bank of Hawaii | 2.76% | Add +8.9% | 1,241,826 | $56.6M |
| Victory Capital Management Inc. | 0.05% | Reduce -5.1% | 1,192,127 | $54.4M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,173,693 | $53.5M |
| Valmark Advisers, Inc. | 0.92% | Add +3.2% | 1,156,311 | $52.7M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.0% | 1,131,813 | $51.6M |
| Ally Invest Advisors Inc. | 4.78% | Add +2.6% | 1,055,234 | $48.1M |
| Executive Wealth Management, LLC | 4.01% | Add +10.2% | 1,013,044 | $45.8M |
| AE Wealth Management LLC | 0.44% | Reduce -63.3% | 851,038 | $38.8M |
| Bell Investment Advisors, Inc | 7.58% | Add +1.7% | 850,519 | $38.8M |
| Cetera Investment Advisers | 0.09% | Add +88.5% | 832,343 | $38.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.82% | Reduce -0.7% | 831,467 | $37.9M |
| First Interstate Bank | 2.60% | New | 824,094 | $37.6M |
| Advisory Alpha, LLC | 1.53% | Add +45.4% | 817,822 | $37.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Reduce -0.9% | 823,300 | $37.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 802,224 | $36.6M |
| Citadel Advisors | 0.03% | Add +5042.9% | 774,924 | $35.3M |
| 1832 Asset Management L.P. | 0.06% | Add +1.2% | 774,119 | $35.3M |
| Janney Montgomery Scott LLC | 0.10% | Add +4.6% | 755,424 | $34.5M |
| Truist Financial Corp. | 0.05% | Add +9.5% | 710,761 | $32.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -65.3% | 664,565 | $30.3M |
| First Financial Bankshares Inc | 0.68% | Add +10.2% | 658,708 | $30.0M |
| Atria Investments, Inc | 0.39% | Reduce -5.4% | 624,688 | $28.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.4% | 619,535 | $28.3M |
| Allworth Financial LP | 0.18% | Reduce -1.6% | 573,168 | $26.1M |
| Sequoia Financial Advisors, LLC | 0.30% | Add +10.5% | 535,067 | $24.4M |
| Orion Porfolio Solutions, LLC | 0.26% | Reduce -3.9% | 526,339 | $24.0M |
| Orion Portfolio Solutions, LLC | 0.26% | Reduce -3.9% | 526,339 | $24.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +7.1% | 525,623 | $24.0M |
| Pallas Capital Advisors LLC | 1.00% | Add +13.7% | 524,091 | $23.9M |
| Evergreen Advisors, LLC | 7.29% | Add +8.1% | 523,402 | $23.9M |
| MA Private Wealth | 4.60% | Reduce -4.9% | 497,449 | $22.7M |
| US Bancorp \de | 0.03% | Add +3.2% | 482,071 | $22.0M |
| Parkside Advisors LLC | 5.57% | Add +4.0% | 474,195 | $21.6M |
| Zurich Insurance Group Ltd | 0.20% | No change | 467,648 | $21.3M |
| St Germain D J Co. Inc. | 1.04% | Reduce -1.7% | 464,924 | $21.2M |
| Courier Capital LLC | 1.53% | Add +0.8% | 463,818 | $21.2M |
| Invesco Ltd. | 0.00% | Add +3.5% | 438,544 | $20.0M |
| Atria Wealth Solutions, Inc. | 0.22% | Add +10.6% | 434,458 | $19.8M |
| Connecticut Wealth Management, LLC | 1.05% | Reduce -18.8% | 433,138 | $19.8M |
| MML Investors Services, LLC | 0.08% | Add +0.8% | 431,864 | $19.7M |
| Vectors Research Management, LLC | 5.49% | Reduce -40.7% | 426,553 | $19.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +26.1% | 424,962 | $19.4M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -13.5% | 423,115 | $19.3M |
| Bartlett & Co. Wealth Management LLC | 0.29% | Reduce -34.0% | 414,375 | $18.9M |
| Jaffetilchin Investment Partners, LLC | 1.60% | Add +18.8% | 391,898 | $17.9M |
| Northland Capital Management LLC | 12.25% | Add +2.2% | 383,654 | $17.5M |
| Evergreen Capital Management LLC | 0.61% | Add +1.1% | 355,234 | $16.2M |
| RKL Wealth Management LLC | 1.46% | Reduce -3.7% | 323,670 | $14.8M |
| Whitcomb & Hess, Inc. | 4.65% | Add +6.9% | 317,168 | $14.5M |
| Hamilton Capital, LLC | 1.08% | Reduce -75.4% | 315,702 | $14.4M |
| Proffitt & Goodson Inc. | 2.49% | Add +1.2% | 307,373 | $14.0M |
| Syon Capital LLC | 1.32% | Reduce -0.1% | 305,207 | $13.9M |
| CreativeOne Wealth, LLC | 0.55% | Add +12.1% | 303,045 | $13.8M |
| Windward Private Wealth Management Inc. | 5.58% | Add +0.4% | 299,060 | $13.6M |
| Money Design Co.,Ltd. | 0.74% | Add +0.7% | 297,911 | $13.6M |
| Park Avenue Institutional Advisers LLC | 29.73% | No change | 295,500 | $13.5M |
| Staley Capital Advisers Inc. | 0.63% | Add +7.0% | 294,223 | $13.4M |
| 1607 Capital Partners, LLC | 1.09% | Add +97.9% | 293,030 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.1% | 291,242 | $13.3M |
| Advanced Asset Management Advisors Inc | 3.19% | No change | 283,000 | $12.9M |
| Quantum Financial Advisors, LLC | 2.29% | Reduce -38.9% | 272,377 | $12.4M |
| Merit Financial Group, LLC | 0.29% | Add +85.0% | 275,754 | $12.3M |
| Brookstone Capital Management | 0.22% | Reduce -7.3% | 266,940 | $12.2M |
| HBK Sorce Advisory LLC | 0.43% | Add +69.4% | 264,192 | $12.0M |
| OneAscent Financial Services LLC | 1.31% | Reduce -8.2% | 260,524 | $11.9M |
| Wellington Management Group LLP | 0.00% | New | 259,958 | $11.9M |
| Robinswood Financial LLC | 5.06% | Add +0.2% | 261,918 | $11.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +11.2% | 244,737 | $11.2M |
| Family CFO Inc | 6.89% | Add +0.2% | 244,027 | $11.1M |
| Obsidian Cio, LLC | 2.61% | Add +8.1% | 232,634 | $10.6M |
| Betterment LLC | 0.03% | Add +4.8% | 229,861 | $10.5M |
| Composition Wealth, LLC | 0.26% | Reduce -20.9% | 228,929 | $10.4M |
| Power Wealth Management LLC | 6.54% | Add +18.1% | 228,430 | $10.4M |
| Kingdom Financial Group LLC. | 7.01% | Add +48.7% | 218,640 | $10.0M |
| Hobart Private Capital, LLC | 3.02% | Add +7.0% | 217,423 | $9.9M |
| United Asset Strategies, Inc. | 0.99% | Reduce -20.8% | 217,374 | $9.9M |
| EverSource Wealth Advisors, LLC | 0.75% | Add +9.9% | 216,504 | $9.6M |
| Private Advisor Group, LLC | 0.07% | Add +1.0% | 206,616 | $9.4M |
| Alps Advisors Inc. | 0.07% | Reduce -0.7% | 204,260 | $9.3M |
| Sei Investments Co. | 0.01% | Reduce -33.3% | 199,154 | $9.1M |
| Websterrogers Financial Advisors, LLC | 3.19% | Add +6.5% | 196,734 | $9.0M |
| Ullmann Wealth Partners Group, LLC | 1.33% | Reduce -4.0% | 196,124 | $8.9M |
| SeaBridge Investment Advisors LLC | 2.36% | Add +2.1% | 196,097 | $8.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +68.7% | 194,035 | $8.8M |
| Sensible Financial Planning & Management, LLC. | 1.95% | Add +20.7% | 193,209 | $8.8M |
| Simplicity Wealth,LLC | 0.21% | Add +4.7% | 189,474 | $8.6M |
| WNY Asset Management, LLC | 1.30% | Add +92.6% | 186,875 | $8.5M |
| Strategic Blueprint, LLC | 0.60% | Add +68.3% | 184,740 | $8.4M |
| Prudential Financial Inc. | 0.01% | Reduce -29.1% | 184,039 | $8.4M |
| NorthCoast Asset Management LLC | 0.11% | Add +28.3% | 181,022 | $8.3M |
| Evolution Advisers, Inc. | 4.85% | Add +6.1% | 180,060 | $8.2M |
| OneAscent Wealth Management LLC | 3.08% | Reduce -1.7% | 175,939 | $8.0M |
| First American Trust, FSB | 0.83% | Add +5.6% | 172,882 | $7.9M |
| BlackRock Inc. | 0.00% | Reduce -33.0% | 170,473 | $7.8M |
| Zacks Investment Management | 0.08% | Add +27.4% | 163,382 | $7.5M |
| Cravens & Co Advisors, LLC | 6.18% | Add +3.6% | 163,030 | $7.4M |
| Proquility Private Wealth Partners, LLC | 2.51% | Add +16.3% | 160,742 | $7.3M |
| Pathstone Holdings, LLC | 0.03% | Add +33.5% | 160,605 | $7.3M |
| Sovereign Investment Advisors, LLC | 2.49% | Add +0.6% | 158,545 | $7.2M |
| Mutual Advisors, LLC | 0.23% | Add +8.7% | 157,814 | $7.2M |
| Global Wealth Management Investment Advisory, Inc. | 1.75% | Reduce -0.5% | 157,081 | $7.2M |
| Level Financial Advisors | 3.20% | Add +15.5% | 154,662 | $7.1M |
| Bay Harbor Wealth Management, LLC | 2.52% | Add +3.5% | 154,118 | $7.0M |
| Global Wealth Strategies & Associates | 2.64% | Add +5.5% | 153,967 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.3% | 151,968 | $6.9M |
| NewEdge Advisors, LLC | 0.06% | Reduce -6.6% | 151,738 | $6.9M |
| First National Trust Co | 0.28% | Add +15.3% | 151,426 | $6.9M |
| Clark Asset Management, LLC | 2.12% | Add +13.2% | 151,306 | $6.9M |
| 1834 Investment Advisors Co. | 0.82% | Add +0.3% | 151,158 | $6.9M |
| MassMutual Private Wealth & Trust, FSB | 0.21% | Add +2.2% | 150,194 | $6.9M |
| Strategic Investment Advisors / MI | 0.88% | Add +10.9% | 150,033 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +28.6% | 142,850 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +13.8% | 140,576 | $6.4M |
| Diversify Advisory Services, LLC | 0.37% | — | 138,183 | $6.2M |
| Forthright Family Wealth Advisory LLC | 4.14% | Add +9.3% | 135,422 | $6.2M |
| Old National Bancorp | 0.14% | Add +14.5% | 130,422 | $5.9M |
| Obsidian Personal Planning Solutions LLC | 3.87% | New | 133,204 | $5.9M |
| ONE Advisory Partners, LLC | 2.87% | Add +6.5% | 128,009 | $5.8M |
| SigFig Wealth Management, LLC | 0.21% | Add +6.2% | 126,152 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +27.3% | 130,591 | $5.7M |
| PFG Advisors | 0.41% | Add +1.0% | 122,857 | $5.6M |
| Freedom Investment Management, Inc. | 0.44% | Add +20.8% | 121,154 | $5.5M |
| Parker Financial LLC | 3.12% | Add +7.8% | 119,923 | $5.5M |
| Smartleaf Asset Management LLC | 1.06% | Add +0.9% | 119,427 | $5.5M |
| Concourse Financial Group Securities, Inc. | 0.35% | Add +5.9% | 119,473 | $5.4M |
| Aspire Private Capital, LLC | 1.41% | Add +4.3% | 117,087 | $5.3M |
| VCI Wealth Management LLC | 3.60% | Reduce -11.3% | 116,754 | $5.3M |
| Center For Asset Management LLC | 4.21% | Add +11.0% | 112,780 | $5.1M |
| Beverly Hills Private Wealth, LLC | 1.16% | New | 109,271 | $5.0M |
| Mendota Financial Group, LLC | 2.88% | Add +271.1% | 107,844 | $4.9M |
| Wunderlich Capital Managemnt | 2.15% | Reduce -2.6% | 104,524 | $4.8M |
| Marion Wealth Management | 1.40% | Add +1.8% | 102,569 | $4.7M |
| Premier Path Wealth Partners, LLC | 0.88% | Add +26.5% | 105,221 | $4.7M |
| SWS Partners | 1.37% | Add +1.9% | 100,296 | $4.6M |
| American Trust | 0.38% | Reduce -82.0% | 98,621 | $4.5M |
| Checchi Capital Advisers, LLC | 0.35% | Reduce -2.2% | 98,569 | $4.5M |
| Horizon Financial Services, LLC | 2.78% | Add +15.0% | 94,847 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Add +162.1% | 94,012 | $4.3M |
| Onyx Bridge Wealth Group LLC | 0.76% | Add +958.1% | 96,530 | $4.3M |
| Principal Securities, Inc. | 0.13% | Add +24.2% | 88,087 | $4.0M |
| Unison Advisors LLC | 0.38% | Add +8.5% | 85,363 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -10.4% | 85,312 | $3.9M |
| Mariner, LLC | 0.01% | Add +20.4% | 80,907 | $3.7M |
| PFG Investments, LLC | 0.22% | New | 79,103 | $3.6M |
| Consolidated Portfolio Review Corp | 0.94% | Reduce -1.1% | 78,219 | $3.6M |
| First Hawaiian Bank | 0.11% | Add +2.6% | 77,749 | $3.5M |
| Rockbridge Investment Management, LCC | 0.52% | Reduce -17.0% | 77,281 | $3.5M |
| Clear Creek Financial Management, LLC | 0.45% | Reduce -0.3% | 77,006 | $3.5M |
| Chandler Asset Management, Inc. | 0.70% | Add +19.3% | 75,455 | $3.4M |
| Kure Advisory, LLC | 2.94% | Add +1.5% | 75,368 | $3.4M |
| Sovereign Financial Group, Inc. | 0.91% | Add +1.5% | 75,276 | $3.4M |
| Bank of Montreal | 0.00% | Add +4.9% | 74,419 | $3.4M |
| FC Advisory LLC | 1.24% | Add +0.1% | 73,614 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -8.1% | 73,161 | $3.3M |
| AlTi Global, Inc. | 0.09% | Reduce -72.5% | 70,580 | $3.2M |
| Roger Wittlin Investment Advisory, LLC | 2.23% | Add +0.6% | 69,569 | $3.2M |
| Sykon Capital LLC | 1.14% | Add +162.0% | 68,974 | $3.1M |
| Financial Gravity Asset Management, Inc. | 0.88% | Reduce -91.9% | 67,809 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Add +13.1% | 67,409 | $3.1M |
| Certus Wealth Management, LLC | 2.44% | Reduce -9.5% | 68,463 | $3.1M |
| Equity Investment Corp. | 0.08% | Reduce -0.8% | 66,950 | $3.1M |
| Hilltop Partners LLC | 1.08% | Add +3.8% | 66,003 | $3.0M |
| Sage Rhino Capital LLC | 0.70% | Add +11.5% | 65,349 | $3.0M |
| Perigon Wealth Management, LLC | 0.09% | Add +7.0% | 65,291 | $3.0M |
| Arlington Capital Management, Inc. | 2.47% | New | 65,202 | $3.0M |
| Phillips Financial Management, LLC | 0.24% | No change | 63,298 | $2.9M |
| Seed Wealth Management, Inc. | 2.75% | Add +18.0% | 63,660 | $2.9M |
| Leeward Financial Partners, LLC | 1.21% | Add +9.7% | 62,869 | $2.9M |
| Townsquare Capital LLC | 0.04% | Add +134.9% | 61,953 | $2.8M |
| Fort Point Capital Partners LLC | 0.38% | Reduce -2.9% | 61,740 | $2.8M |
| Arcadia Wealth Management, LLC | 1.72% | Add +10.2% | 61,190 | $2.8M |
| Old Mission Capital LLC | 0.07% | New | 61,140 | $2.8M |
| First Financial Bank - Trust Division | 0.27% | Add +35.9% | 61,039 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | Reduce -38.8% | 60,116 | $2.7M |
| Bragg Financial Advisors, Inc | 0.12% | Add +3.6% | 59,852 | $2.7M |
| Hancock Whitney Corp. | 0.09% | Reduce -57.0% | 57,669 | $2.6M |
| VestGen Investment Management | 0.80% | Add +8.6% | 57,422 | $2.6M |
| Blue Trust, Inc. | 0.04% | Add +3.5% | 56,835 | $2.6M |
| First Horizon Advisors, Inc. | 0.08% | Add +2.5% | 56,321 | $2.6M |
| First Heartland Consultants, Inc. | 0.27% | Add +6.3% | 56,134 | $2.6M |
| Dynamic Wealth Strategies, LLC | 2.12% | New | 54,375 | $2.5M |
| Elevated Capital Advisors, LLC | 0.68% | Add +18.4% | 52,291 | $2.4M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -0.3% | 51,867 | $2.4M |
| City State Bank | 1.03% | No change | 51,159 | $2.3M |
| Seneca Financial Advisors LLC | 1.24% | Reduce -23.2% | 51,111 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -14.7% | 50,737 | $2.3M |
| AdvisorNet Financial, Inc | 0.22% | Add +0.5% | 50,036 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -5.6% | 48,955 | $2.2M |
| AlphaStar Capital Management, LLC | 0.22% | Reduce -5.0% | 47,931 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +1.5% | 47,817 | $2.2M |
| Bard Associates Inc. | 0.76% | Reduce -0.6% | 46,255 | $2.1M |
| Ascent Group, LLC | 0.18% | Add +0.1% | 45,815 | $2.1M |
| US Financial Advisors, LLC | 0.72% | Add +2.8% | 45,736 | $2.1M |
| Signal Advisors Wealth, LLC | 0.52% | Add +98.9% | 45,556 | $2.1M |
| Security Benefit Life Insurance Co. | 0.61% | No change | 42,700 | $1.9M |
| Savvy Advisors, Inc. | 1.09% | Add +82.9% | 41,447 | $1.9M |
| FWG Investments, LLC. | 2.03% | Reduce -0.9% | 41,041 | $1.9M |
| Kowal Investment Group, LLC | 0.40% | Add +39.5% | 40,791 | $1.9M |
| Braun-Bostich & Associates Inc. | 1.55% | New | 40,697 | $1.9M |
| Comerica Bank | 0.01% | Add +6.0% | 39,731 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 39,063 | $1.8M |
| CGN Advisors LLC | 0.23% | Add +1.2% | 38,928 | $1.8M |
| Axxcess Wealth Management, LLC | 0.05% | Add +20.8% | 38,731 | $1.8M |
| IVC Wealth Advisors LLC | 1.01% | Reduce -28.9% | 38,223 | $1.7M |
| Creative Planning | 0.00% | Add +21.7% | 37,469 | $1.7M |
| Clifford Group, LLC | 1.38% | Add +15.1% | 36,747 | $1.7M |
| RCS Financial Planning, LLC | 1.02% | New | 36,209 | $1.7M |
| Columbus Macro, LLC | 0.62% | Add +2.6% | 35,801 | $1.6M |
| EFG Asset Management (Americas) Corp. | 0.50% | Reduce -47.6% | 35,746 | $1.6M |
| Claro Advisors Inc. | 0.28% | New | 35,692 | $1.6M |
| Elite Life Management LLC | 7.95% | Add +16.3% | 35,600 | $1.6M |
| Vise Technologies, Inc. | 0.32% | Reduce -7.0% | 35,507 | $1.6M |
| Central Pacific Bank - Trust Division | 0.21% | — | 35,635 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.75% | Add +12.4% | 35,173 | $1.6M |
| Fisher Asset Management | 0.00% | Add +244.3% | 35,046 | $1.6M |
| Semmax Financial Advisors Inc. | 0.52% | Add +2.0% | 35,383 | $1.6M |
| WT Wealth Management | 0.56% | Add +191.8% | 34,542 | $1.6M |
| Accurate Wealth Management, LLC | 0.45% | Add +10.0% | 35,047 | $1.6M |
| TriaGen Wealth Management LLC | 0.63% | New | 33,491 | $1.5M |
| BLB&B Advisors, LLC | 0.08% | Add +7.4% | 32,754 | $1.5M |
| Rothschild Wealth LLC | 0.52% | — | 32,309 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +26.8% | 32,275 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +67.8% | 31,678 | $1.4M |
| LifePlan Financial, LLC | 1.32% | Add +24.3% | 31,539 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +5.7% | 31,266 | $1.4M |
| Resonant Capital Advisors, LLC | 0.12% | No change | 31,160 | $1.4M |
| Captrust Financial Advisors | 0.01% | Add +34.1% | 30,991 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Add +3.7% | 30,826 | $1.4M |
| Annapolis Financial Services, LLC | 0.46% | Reduce -33.7% | 30,561 | $1.4M |
| Summit Wealth Group, LLC | 0.94% | Add +6.1% | 30,312 | $1.4M |
| RFG Advisory, LLC | 0.05% | Add +24.6% | 30,308 | $1.4M |
| Spire Wealth Management | 0.02% | Add +24.3% | 28,771 | $1.3M |
| Global Retirement Partners, LLC | 0.05% | Reduce -8.5% | 28,515 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +24.3% | 28,306 | $1.3M |
| Security Financial Services, INC. | 0.28% | Add +1.1% | 27,298 | $1.2M |
| True North Advisors, LLC | 0.34% | Add +207.3% | 27,047 | $1.2M |
| Altfest L J & Co. Inc. | 0.17% | Reduce -3.2% | 26,888 | $1.2M |
| Tortoise Investment Management, LLC | 0.15% | Add +2.3% | 26,652 | $1.2M |
| Essential Planning, LLC. | 0.61% | No change | 26,092 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Add +2.5% | 25,948 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +25.1% | 25,671 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -2.0% | 25,383 | $1.2M |
| PAX Financial Group, LLC | 0.23% | Reduce -11.6% | 25,302 | $1.2M |
| Prosperity Planning, Inc. | 0.55% | Reduce -2.2% | 25,091 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.62% | Reduce -3.0% | 24,644 | $1.1M |
| Hohimer Wealth Management, LLC | 0.25% | Add +83.6% | 23,722 | $1.1M |
| Greenwood Capital Associates LLC | 0.14% | Add +2.9% | 23,368 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.4% | 23,257 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Reduce -20.4% | 22,636 | $1.0M |
| Leavell Investment Management, Inc. | 0.06% | Add +59.2% | 22,298 | $1.0M |
| Certified Advisory Corp | 0.14% | Add +155.7% | 22,188 | $1.0M |
| REAP Financial Group, LLC | 0.27% | Reduce -6.0% | 21,941 | $1.0M |
| TFB Advisors LLC | 0.36% | Add +107.8% | 22,387 | $992K |
| Maripau Wealth Management LLC | 0.73% | Add +0.6% | 21,407 | $976K |
| Kathleen S. Wright Associates Inc. | 0.46% | Reduce -1.6% | 21,318 | $972K |
| Arrowroot Family Office, LLC | 0.61% | Add +10.2% | 20,823 | $950K |
| Arden Trust Co | 0.13% | Add +1.6% | 20,481 | $934K |
| Argent Trust Co | 0.04% | Add +0.5% | 20,298 | $926K |
| Disciplined Investments, LLC | 0.50% | Reduce -1.0% | 20,171 | $920K |
| Willow Creek Wealth Management Inc. | 0.11% | No change | 20,084 | $916K |
| Jones Financial Companies LLLP | 0.00% | Add +8.5% | 20,038 | $914K |
| Citizens Financial Group Inc. | 0.03% | Reduce -24.3% | 19,965 | $911K |
| Centurion Wealth Management LLC | 0.36% | Add +18.5% | 19,916 | $908K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.5% | 19,288 | $880K |
| Global Financial Private Client, LLC | 0.34% | Add +6.9% | 17,347 | $784K |
| Logan Stone Capital, LLC | 0.17% | Add +70.3% | 17,038 | $777K |
| Grayhawk Investment Strategies Inc. | 0.68% | No change | 17,000 | $775K |
| Vernal Point Advisors, LLC | 0.66% | No change | 16,823 | $767K |
| Geneos Wealth Management Inc. | 0.04% | Add +21.0% | 16,801 | $766K |
| FSA Advisors, Inc. | 0.81% | Reduce -0.7% | 16,612 | $758K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -20.5% | 16,173 | $738K |
| Marcum Wealth, LLC | 0.07% | Reduce -4.1% | 15,993 | $729K |
| Capital Analysts, LLC | 0.03% | Reduce -2.9% | 15,967 | $728K |
| HT Partners LLC | 0.26% | Add +10.8% | 15,933 | $727K |
| Wesbanco Bank Inc. | 0.03% | Add +7.4% | 15,926 | $726K |
| Tolleson Wealth Management, Inc. | 0.14% | New | 15,915 | $726K |
| Transatlantique Private Wealth LLC | 0.31% | No change | 15,812 | $721K |
| Cary Street Partners Asset Management LLC | 0.11% | Reduce -6.1% | 15,511 | $707K |
| Peterson Financial Group, Inc. | 4.54% | Reduce -19.0% | 15,246 | $695K |
| Rockland Trust Co. | 0.04% | No change | 15,135 | $690K |
| Greenland Capital Management LP | 0.11% | Reduce -39.8% | 15,114 | $689K |
| Ridgewood Investments LLC | 0.36% | Add +10.5% | 15,080 | $688K |
| Sigma Planning Corp | 0.02% | Add +142.5% | 14,851 | $677K |
| Kovack Advisors, Inc. | 0.08% | Add +6.1% | 14,841 | $677K |
| Inspire Advisors, LLC | 0.09% | Add +37.0% | 14,761 | $673K |
| Ameritas Advisory Services, LLC | 0.03% | Add +18.2% | 14,753 | $669K |
| Bremer Bank National Association | 0.12% | Reduce -78.1% | 14,304 | $652K |
| Legacy Wealth Asset Management, LLC | 0.18% | Add +3.2% | 14,251 | $650K |
| Verition Fund Management LLC | 0.01% | New | 14,000 | $639K |
| Level Four Advisory Services, LLC | 0.03% | No change | 13,315 | $617K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -9.8% | 13,424 | $612K |
| Cutler Investment Counsel LLC | 0.08% | Reduce -22.3% | 12,720 | $580K |
| FMR LLC | 0.00% | Add +168.3% | 12,672 | $578K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -21.8% | 12,368 | $564K |
| Eagle Asset Management Inc. | 0.00% | Reduce -21.1% | 12,356 | $559K |
| Veery Capital, LLC | 0.23% | Reduce -12.0% | 12,087 | $551K |
| 1900 Wealth Management LLC | 0.05% | Reduce -60.9% | 11,944 | $545K |
| Peninsula Wealth, LLC | 0.11% | Reduce -12.1% | 11,751 | $536K |
| Farrell Financial LLC | 0.43% | Reduce -12.1% | 11,483 | $524K |
| Aveo Capital Partners, LLC | 0.06% | Add +25.8% | 11,459 | $513K |
| Lanark Financial, Inc. | 0.05% | Add +6.1% | 10,967 | $511K |
| Cambridge Advisors Inc. | 0.12% | No change | 11,201 | $511K |
| Summit Global Investments | 0.04% | Add +3.6% | 11,026 | $503K |
| ICA Group Wealth Management, LLC | 0.10% | Add +4.3% | 10,925 | $498K |
| Graypoint LLC | 0.04% | Add +57.8% | 10,922 | $498K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +26.3% | 10,784 | $492K |
| Csenge Advisory Group | 0.03% | Add +1.7% | 10,687 | $487K |
| Mission Wealth Management, LP | 0.01% | Reduce -29.7% | 10,491 | $478K |
| Ignite Planners, LLC | 0.13% | Reduce -2.5% | 10,362 | $468K |
| LongView Wealth Management | 0.18% | Add +33.6% | 10,193 | $465K |
| Southland Equity Partners LLC | 0.13% | Reduce -1.2% | 10,181 | $464K |
| Redwood Financial Network Corp | 0.39% | Reduce -17.0% | 9,862 | $450K |
| Continuum Advisory, LLC | 0.07% | Reduce -61.7% | 10,001 | $450K |
| Fifth Third Securities, Inc. | 0.04% | Add +4.0% | 9,855 | $449K |
| Merriman Wealth Management, LLC | 0.02% | Add +5.1% | 9,715 | $443K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.7% | 9,651 | $440K |
| Trilogy Capital Inc. | 0.03% | Add +37.9% | 9,584 | $437K |
| Kelly Financial Services LLC | 0.17% | Reduce -4.9% | 9,559 | $436K |
| Equitable Holdings, Inc. | 0.00% | Reduce -8.9% | 9,437 | $430K |
| Park Avenue Securities LLC | 0.01% | Reduce -96.3% | 9,346 | $426K |
| Redwood Investment Management, LLC | 0.04% | Reduce -11.5% | 9,276 | $423K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.4% | 9,250 | $422K |
| Tran Capital Management, L.P. | 0.05% | Reduce -64.7% | 9,179 | $419K |
| Whittier Trust Co. | 0.01% | Reduce -6.2% | 9,061 | $413K |
| Cwm, LLC | 0.00% | Add +156.3% | 9,064 | $413K |
| Independent Financial Group, LLC | 0.02% | Add +4.1% | 8,821 | $402K |
| Western Wealth Management, LLC | 0.03% | Add +1.4% | 8,668 | $395K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -82.5% | 8,642 | $394K |
| Vantage Financial Partners, LLC | 0.11% | Add +1.4% | 8,616 | $393K |
| Cultivar Capital, Inc. | 0.33% | No change | 8,560 | $390K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 8,485 | $387K |
| World Investment Advisors | 0.06% | Add +21.2% | 8,480 | $387K |
| Prudent Man Advisors, LLC | 0.14% | No change | 8,427 | $384K |
| Rogco, LP | 0.16% | Reduce -7.2% | 8,416 | $384K |
| Nwam LLC | 0.03% | Add +11.2% | 8,538 | $384K |
| LifePro Asset Management | 0.25% | Add +15.2% | 8,402 | $383K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -28.6% | 8,361 | $381K |
| Mainstay Capital Management LLC | 0.07% | Reduce -3.2% | 8,285 | $378K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -2.2% | 8,274 | $377K |
| Trust Point Inc. | 0.03% | Add +8.5% | 8,198 | $374K |
| Raymond James Trust N.A. | 0.01% | Reduce -7.6% | 8,179 | $373K |
| EP Wealth Advisors, LLC | 0.00% | Add +139.1% | 8,136 | $371K |
| Crabel Capital Management, LLC | 0.32% | Reduce -53.2% | 8,101 | $369K |
| Cooper Financial Group | 0.06% | New | 7,989 | $364K |
| Pitcairn Co. | 0.02% | No change | 7,988 | $364K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 7,896 | $360K |
| Shayne & Jacobs, LLC | 0.10% | No change | 7,760 | $354K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -46.1% | 7,656 | $349K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 7,503 | $342K |
| Brighton Jones LLC | 0.01% | New | 7,500 | $342K |
| Boyd Watterson Asset Management LLC | 0.12% | Add +110.2% | 7,497 | $342K |
| Accretive Wealth Partners, LLC | 0.15% | Add +3.9% | 7,583 | $339K |
| SageView Advisory Group, LLC | 0.02% | New | 5,849 | $334K |
| LifePlan Investment Advisors, Inc. | 0.26% | New | 7,236 | $330K |
| Snowden Capital Advisors LLC | 0.01% | Add +22.9% | 7,077 | $323K |
| One Wealth Map LLC | 0.21% | Reduce -3.0% | 7,148 | $317K |
| Flputnam Investment Management Co. | 0.01% | Reduce -21.5% | 6,949 | $317K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -75.2% | 6,948 | $317K |
| Brown Advisory Inc. | 0.00% | Reduce -12.6% | 6,944 | $317K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -12.2% | 6,900 | $315K |
| Avaii Wealth Management, LLC | 0.18% | Add +6.5% | 6,877 | $314K |
| Acas, LLC | 0.30% | Add +0.0% | 6,861 | $313K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 6,763 | $308K |
| Delta Financial Group, Inc. | 0.09% | New | 6,700 | $306K |
| Clean Yield Group | 0.12% | Reduce -5.6% | 6,695 | $305K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 6,661 | $304K |
| Saranac Partners Ltd | 0.19% | Reduce -50.1% | 6,645 | $303K |
| Corient Private Wealth LP | 0.00% | New | 6,615 | $302K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 6,358 | $290K |
| Barrett & Company, Inc. | 0.14% | Add +0.0% | 6,350 | $290K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 6,331 | $289K |
| Chicago Partners Investment Group LLC | 0.01% | New | 6,477 | $288K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -3.3% | 6,314 | $288K |
| HBW Advisory Services LLC | 0.05% | No change | 6,079 | $282K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | New | 6,120 | $279K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.0% | 6,137 | $277K |
| DHK Financial Advisors, Inc. | 0.19% | Reduce -16.6% | 6,032 | $275K |
| AA Financial Advisors, LLC | 0.11% | Add +8.7% | 6,027 | $275K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -19.7% | 5,984 | $273K |
| Belpointe Asset Management LLC | 0.02% | Add +11.8% | 5,927 | $270K |
| Stephens Inc. | 0.00% | New | 5,911 | $270K |
| Patten & Patten Inc. | 0.02% | New | 5,680 | $259K |
| HUB Investment Partners, LLC | 0.01% | Reduce -24.2% | 5,658 | $258K |
| Gilbert & Cook, Inc. | 0.04% | Add +7.3% | 5,644 | $257K |
| Lockerman Financial Group, Inc. | 0.49% | Add +3.0% | 5,638 | $257K |
| Pacific Financial Group Inc. | 0.18% | Add +5.5% | 5,635 | $257K |
| Financial Life Advisors | 0.11% | Reduce -3.9% | 5,621 | $256K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -31.3% | 5,604 | $256K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -14.7% | 5,445 | $248K |
| Cornerstone Planning Group LLC | 0.08% | Reduce -26.9% | 5,460 | $244K |
| Dearborn Partners LLC | 0.01% | No change | 5,269 | $240K |
| Verde Capital Management | 0.08% | Reduce -9.5% | 5,257 | $240K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -5.0% | 5,252 | $240K |
| CPR Investments Inc. | 0.18% | New | 5,199 | $237K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -10.1% | 5,194 | $237K |
| Bcwm, LLC | 0.08% | No change | 5,194 | $237K |
| Lion Street Advisors, LLC | 0.10% | No change | 5,038 | $234K |
| Lido Advisors, LLC | 0.00% | New | 5,104 | $233K |
| Integrated Advisors Network LLC | 0.01% | Add +0.4% | 5,045 | $230K |
| Koshinski Asset Management, Inc. | 0.02% | New | 4,987 | $227K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -43.8% | 4,795 | $219K |
| Family Manage LLC | 0.04% | Reduce -71.8% | 4,794 | $219K |
| Blair William & Co. | 0.00% | Add +10.4% | 4,734 | $216K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 4,729 | $216K |
| Modera Wealth Management, LLC | 0.00% | New | 4,719 | $215K |
| Bessemer Group Inc. | 0.00% | Add +8.0% | 4,710 | $215K |
| Caitlin John, LLC | 0.16% | No change | 4,603 | $210K |
| Absolute Capital Management, LLC | 0.13% | Add +3.6% | 4,578 | $209K |
| Moneco Advisors, LLC | 0.03% | New | 4,556 | $208K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 4,540 | $207K |
| Archer Investment Corp | 0.06% | Add +29.5% | 4,532 | $207K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -46.5% | 4,389 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.1% | 3,993 | $182K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 3,937 | $180K |
| Silver Oak Securities, Incorporated | 0.03% | Add +7.5% | 3,859 | $176K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -3.4% | 3,750 | $171K |
| Advisors Asset Management, Inc. | 0.00% | Add +159.0% | 3,642 | $166K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +2.1% | 3,623 | $165K |
| Jamison Private Wealth Management, Inc. | 0.03% | New | 3,615 | $165K |
| Montag A & Associates Inc. | 0.01% | Reduce -5.3% | 3,613 | $165K |
| Rothschild Investment LLC | 0.01% | Add +0.6% | 3,517 | $160K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.4% | 3,493 | $159K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -39.0% | 3,491 | $159K |
| Richardson Financial Services Inc. | 0.11% | Add +99.4% | 3,444 | $157K |
| Hexagon Capital Partners LLC | 0.03% | Add +29.6% | 3,432 | $157K |
| IFP Advisors, Inc | 0.01% | Reduce -16.4% | 3,353 | $153K |
| Private Trust Co. NA | 0.02% | Reduce -4.7% | 3,330 | $152K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,315 | $150K |
| Avior Wealth Management, LLC | 0.01% | Add +62.6% | 3,126 | $143K |
| Parkside Financial Bank & Trust | 0.02% | Add +4.9% | 3,090 | $141K |
| CoreCap Advisors, LLC | 0.01% | New | 2,764 | $126K |
| Laffer Tengler Investments, Inc. | 0.04% | New | 2,746 | $125K |
| UMB Bank, n.a. | 0.00% | New | 2,583 | $118K |
| Rise Advisors, LLC | 0.06% | Add +0.6% | 2,582 | $118K |
| Signaturefd, LLC | 0.00% | Add +12500.0% | 2,520 | $115K |
| Frazier Financial Advisors, LLC | 0.09% | New | 2,308 | $105K |
| Pineridge Advisors LLC | 0.04% | Reduce -17.7% | 2,234 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.8% | 2,231 | $102K |
| Aptus Capital Advisors, LLC | 0.00% | Add +16.8% | 2,137 | $97K |
| National Bank of Canada | 0.00% | No change | 2,126 | $95K |
| Winthrop Capital Management, LLC | 0.04% | No change | 2,064 | $94K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -8.6% | 2,026 | $92K |
| Wells Financial Advisors INC | 0.06% | New | 2,000 | $91K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $91K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -7.9% | 1,867 | $85K |
| Howe & Rusling Inc. | 0.01% | Add +3.2% | 1,648 | $75K |
| Fifth Third Bancorp | 0.00% | Reduce -3.9% | 1,420 | $65K |
| City Holding Co. | 0.01% | No change | 1,313 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 1,261 | $58K |
| Mechanics Financial Corp | 0.03% | Reduce -30.2% | 1,253 | $57K |
| Sunbelt Securities, Inc. | 0.01% | Add +5.4% | 1,222 | $56K |
| FSA Wealth Management LLC | 0.02% | New | 1,166 | $53K |
| Cape Investment Advisory, Inc. | 0.02% | Add +14.2% | 1,142 | $52K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,125 | $51K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $47K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +69.8% | 971 | $44K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 935 | $43K |
| Tucker Asset Management LLC | 0.01% | Reduce -42.3% | 865 | $39K |
| Headlands Technologies LLC | 0.01% | New | 800 | $36K |
| Investors Research Corp | 0.01% | Add +7.2% | 744 | $34K |
| Larson Financial Group LLC | 0.00% | Reduce -31.2% | 618 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -30.3% | 563 | $26K |
| NFSG Corp | 0.01% | Reduce -5.0% | 554 | $25K |
| WealthShield Partners, LLC | 0.00% | No change | 525 | $24K |
| Clearstead Advisors, LLC | 0.00% | Reduce -41.7% | 532 | $24K |
| First Command Advisory Services, Inc. | 0.00% | Add +1200.0% | 520 | $23K |
| Truvestments Capital LLC | 0.01% | Add +0.6% | 499 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 483 | $22K |
| Future Financial Wealth Managment LLC | 0.02% | New | 473 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.2% | 471 | $21K |
| Carmichael Hill & Associates, Inc. | 0.01% | New | 461 | $21K |
| First PREMIER Bank | 0.01% | No change | 470 | $21K |
| Castleview Partners, LLC | 0.01% | No change | 450 | $21K |
| MCF Advisors LLC | 0.00% | No change | 446 | $20K |
| American National Bank & Trust | 0.00% | Add +236.6% | 441 | $20K |
| Avion Wealth | 0.01% | No change | 419 | $20K |
| Citigroup Inc. | 0.00% | No change | 432 | $20K |
| Bangor Savings Bank | 0.00% | No change | 422 | $19K |
| Simplex Trading, LLC | 0.00% | Reduce -86.2% | 423 | $19K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 400 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 391 | $18K |
| Caldwell Trust Co | 0.00% | New | 365 | $17K |
| Main Street Group, LTD | 0.01% | No change | 366 | $17K |
| Sachetta, LLC | 0.01% | No change | 343 | $16K |
| Lindbrook Capital, LLC | 0.00% | Reduce -7.0% | 330 | $15K |
| LRI Investments, LLC | 0.00% | — | 306 | $14K |
| Quent Capital, LLC | 0.00% | New | 281 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 278 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +57.0% | 259 | $12K |
| North Star Investment Management Corp. | 0.00% | Reduce -93.5% | 237 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | Add +23400.0% | 235 | $11K |
| Trust Co. of Vermont | 0.00% | New | 231 | $11K |
| Key Financial Inc | 0.00% | No change | 228 | $10K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 221 | $10K |
| GeoWealth Management, LLC | 0.00% | Add +11.1% | 221 | $10K |
| Rice Partnership, LLC | 0.00% | New | 220 | $10K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.7% | 215 | $10K |
| Angeles Wealth Management, LLC | 0.00% | New | 213 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 206 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 204 | $9K |
| Atticus Wealth Management, LLC | 0.00% | New | 190 | $9K |
| Gradient Investments LLC | 0.00% | Reduce -81.9% | 187 | $9K |
| First Pacific Financial | 0.00% | New | 166 | $8K |
| Glassman Wealth Services | 0.00% | Add +175.4% | 157 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 157 | $7K |
| Global Trust Asset Management, LLC | 0.00% | No change | 156 | $7K |
| Mascoma Wealth Management LLC | 0.00% | No change | 150 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| Retirement Group, LLC | 0.00% | No change | 137 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 124 | $6K |
| Element Wealth, LLC | 0.00% | No change | 122 | $6K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 100 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 100 | $5K |
| Tidemark, LLC | 0.00% | No change | 98 | $4K |
| Wiser Advisor Group LLC | 0.01% | No change | 97 | $4K |
| Operose Advisors LLC | 0.00% | Reduce -61.9% | 96 | $4K |
| Realta Investment Advisors | 0.00% | New | 92 | $4K |
| Centennial Bank | 0.00% | No change | 90 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $4K |
| Nvwm, LLC | 0.00% | New | 71 | $3K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -86.7% | 70 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 70 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 66 | $3K |
| Bank of New Hampshire | 0.00% | Reduce -86.0% | 65 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $3K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -76.0% | 53 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 50 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -51.6% | 46 | $2K |
| Sandy Spring Bank | 0.00% | Add +60.0% | 40 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -94.5% | 40 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 35 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -52.2% | 32 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 31 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 25 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 15 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 11 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $958 |
| Oakworth Capital, Inc. | 0.00% | New | 20 | $912 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 15 | $684 |
| Creekmur Asset Management LLC | 0.00% | New | 14 | $639 |
| Integrity Financial Corp | 0.00% | No change | 11 | $502 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $365 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 7 | $319 |
| Creative Financial Designs Inc. | 0.00% | Reduce -94.5% | 7 | $319 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $196 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 2 | $92 |
| Rakuten Securities, Inc. | 0.00% | New | 2 | $91 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $46 |
| Silicon Valley Capital Partners | 0.00% | No change | 1 | $37 |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.