Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q2 2024 (June 30)584holders +7
63new positions
63sold out
1famous investor
$45.39avg. 13F price*
At the end of Q2 2024, 584 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 7 from Q1 2024. 63 opened new positions and 63 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.4B), Bank of America Corp. ($3.0B) and Envestnet Asset Management Inc. ($867.8M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $66.5M |
| Exits | 63 | $223.6M |
All 13F filers, Q1 2024 → Q2 2024: 150,971,247 shares bought and 8,762,022 shares sold, net +142,209,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 584 holders
| Charles Schwab Investment Management Inc. | 1.22% | Add +4807.6% | 141,227,974 | $6.4B |
| Bank of America Corp. | 0.29% | Add +3.5% | 66,854,169 | $3.0B |
| Envestnet Asset Management Inc. | 0.30% | Add +3.6% | 19,115,115 | $867.8M |
| Bank of New York Mellon Corp | 0.09% | Add +0.8% | 10,055,325 | $456.5M |
| Assetmark, Inc. | 1.04% | Add +4.6% | 7,434,447 | $337.5M |
| JPMorgan Chase & Co. | 0.03% | Add +9.4% | 6,804,288 | $308.9M |
| Stifel Financial Corp. | 0.28% | Add +3.3% | 5,456,142 | $247.7M |
| LPL Financial LLC | 0.11% | Add +3.0% | 4,996,495 | $226.8M |
| Morgan Stanley | 0.01% | Add +6.0% | 4,264,126 | $193.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.0% | 3,870,072 | $175.7M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Add +0.1% | 3,807,391 | $172.9M |
| Wells Fargo & Company | 0.04% | Add +111.9% | 3,459,431 | $157.1M |
| Mather Group, Llc. | 1.87% | Add +6.1% | 3,331,691 | $152.0M |
| Lincoln National Corp. | 4.99% | Add +1.5% | 3,251,531 | $147.6M |
| Morningstar Investment Services LLC | 1.48% | Add +2.5% | 2,993,639 | $136.5M |
| TD Private Client Wealth LLC | 4.12% | Add +19.3% | 2,883,266 | $130.9M |
| Keybank National Association | 0.40% | Reduce -2.0% | 2,174,107 | $98.7M |
| Raymond James & Associates | 0.05% | Add +10.2% | 1,694,199 | $76.9M |
| Acropolis Investment Management, LLC | 4.24% | Add +4.9% | 1,479,288 | $67.2M |
| Financial Engines Advisors L.L.C. | 0.14% | Add +2.1% | 1,388,251 | $63.0M |
| Bank of Hawaii | 2.85% | Add +10.1% | 1,367,331 | $62.1M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 1,345,227 | $61.1M |
| Valmark Advisers, Inc. | 1.02% | Add +13.9% | 1,317,513 | $59.8M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +0.1% | 1,282,041 | $58.2M |
| Victory Capital Management Inc. | 0.06% | No change | 1,192,127 | $54.1M |
| UBS Group AG | 0.02% | Reduce -1.9% | 1,151,758 | $52.3M |
| Ally Invest Advisors Inc. | 4.76% | Add +3.5% | 1,091,835 | $49.6M |
| Executive Wealth Management, LLC | 8.89% | Add +5.4% | 1,067,722 | $48.5M |
| Advisory Alpha, LLC | 1.69% | Add +15.5% | 944,585 | $42.9M |
| First Interstate Bank | 2.77% | Add +11.6% | 919,850 | $41.8M |
| AE Wealth Management LLC | 0.40% | Add +2.7% | 874,270 | $39.7M |
| Bell Investment Advisors, Inc | 7.52% | Reduce -0.8% | 844,059 | $38.3M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -28.9% | 805,062 | $36.5M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 802,224 | $36.4M |
| Osaic Holdings, Inc. | 0.09% | Add +19.1% | 791,505 | $35.9M |
| Cetera Investment Advisers | 0.08% | Reduce -5.5% | 786,568 | $35.7M |
| Janney Montgomery Scott LLC | 0.11% | Add +2.5% | 774,499 | $35.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Reduce -5.8% | 775,600 | $34.8M |
| 1832 Asset Management L.P. | 0.06% | Reduce -0.9% | 766,931 | $34.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.65% | Reduce -8.8% | 758,368 | $34.4M |
| Truist Financial Corp. | 0.05% | Add +0.7% | 715,572 | $32.5M |
| First Financial Bankshares Inc | 0.71% | Add +3.8% | 683,839 | $31.0M |
| HighTower Advisors, LLC | 0.05% | Add +9.8% | 680,215 | $30.9M |
| Pallas Capital Advisors LLC | 1.16% | Add +7.0% | 560,957 | $25.8M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +5.6% | 554,880 | $25.2M |
| MA Private Wealth | 4.87% | Add +9.1% | 542,826 | $24.6M |
| Evergreen Advisors, LLC | 7.28% | Add +2.3% | 535,296 | $24.3M |
| Park Avenue Institutional Advisers LLC | 35.51% | Add +77.8% | 525,500 | $23.9M |
| Allworth Financial LP | 0.15% | Reduce -11.0% | 510,091 | $23.4M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -3.2% | 509,713 | $23.1M |
| Orion Portfolio Solutions, LLC | 0.24% | Reduce -3.2% | 509,713 | $23.1M |
| Parkside Advisors LLC | 5.78% | Add +5.1% | 498,587 | $22.6M |
| MML Investors Services, LLC | 0.09% | Add +15.0% | 496,542 | $22.5M |
| Manning & Napier Advisors LLC | 0.25% | — | 489,339 | $22.2M |
| US Bancorp \de | 0.03% | Reduce -0.8% | 478,461 | $21.7M |
| Zurich Insurance Group Ltd | 0.18% | No change | 467,648 | $21.2M |
| St Germain D J Co. Inc. | 1.01% | Reduce -1.5% | 458,116 | $20.8M |
| Kestra Investment Management, LLC | 1.41% | — | 456,636 | $20.7M |
| HBK Sorce Advisory LLC | 0.71% | Add +68.9% | 446,330 | $20.3M |
| Atria Wealth Solutions, Inc. | 0.22% | Add +2.0% | 443,236 | $20.1M |
| Power Wealth Management LLC | 9.48% | Add +91.3% | 436,881 | $19.8M |
| Connecticut Wealth Management, LLC | 0.98% | Reduce -3.2% | 419,421 | $19.0M |
| Invesco Ltd. | 0.00% | Reduce -5.8% | 413,307 | $18.8M |
| Jaffetilchin Investment Partners, LLC | 1.57% | Add +3.2% | 404,393 | $18.4M |
| Bartlett & Co. Wealth Management LLC | 0.27% | Reduce -4.5% | 395,553 | $18.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -7.7% | 392,086 | $17.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -8.5% | 387,281 | $17.6M |
| Evergreen Capital Management LLC | 0.62% | Add +6.3% | 377,522 | $17.1M |
| American Trust | 1.37% | Add +272.3% | 367,142 | $16.7M |
| Vectors Research Management, LLC | 4.85% | Reduce -18.5% | 347,711 | $15.8M |
| Whitcomb & Hess, Inc. | 4.69% | Add +4.4% | 331,230 | $15.0M |
| Staley Capital Advisers Inc. | 0.68% | Add +10.6% | 325,350 | $14.8M |
| RKL Wealth Management LLC | 1.42% | Reduce -0.1% | 323,373 | $14.7M |
| Quantum Financial Advisors, LLC | 2.57% | Add +18.5% | 322,685 | $14.6M |
| Proffitt & Goodson Inc. | 2.50% | Add +1.4% | 311,707 | $14.2M |
| Merit Financial Group, LLC | 0.31% | Add +13.0% | 311,602 | $14.1M |
| Windward Private Wealth Management Inc. | 5.64% | Add +2.7% | 307,022 | $13.9M |
| Money Design Co.,Ltd. | 0.74% | Add +2.0% | 303,992 | $13.8M |
| Syon Capital LLC | 1.26% | Reduce -0.8% | 302,614 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.6% | 301,754 | $13.7M |
| Nomura Asset Management Co. Ltd. | 0.05% | New | 300,092 | $13.6M |
| Hamilton Capital, LLC | 1.02% | Reduce -6.2% | 296,272 | $13.5M |
| CreativeOne Wealth, LLC | 0.65% | Reduce -6.2% | 284,137 | $12.9M |
| Robinswood Financial LLC | 4.92% | Add +2.3% | 268,052 | $12.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +33.2% | 258,487 | $11.7M |
| United Asset Strategies, Inc. | 1.15% | Add +18.1% | 256,613 | $11.7M |
| Kingdom Financial Group LLC. | 7.74% | Add +15.3% | 252,060 | $11.4M |
| Alps Advisors Inc. | 0.08% | Add +21.4% | 248,060 | $11.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.2% | 244,152 | $11.1M |
| Atria Investments, Inc | 0.14% | Reduce -61.0% | 243,439 | $11.1M |
| Obsidian Cio, LLC | 2.61% | Add +4.0% | 241,868 | $11.0M |
| Family CFO Inc | 6.73% | Reduce -1.3% | 240,963 | $10.9M |
| Betterment LLC | 0.03% | Add +1.5% | 233,366 | $10.6M |
| 1607 Capital Partners, LLC | 0.93% | Reduce -21.7% | 229,530 | $10.4M |
| FLC Capital Advisors | 2.53% | New | 226,395 | $10.3M |
| EverSource Wealth Advisors, LLC | 0.68% | Add +2.2% | 221,262 | $10.3M |
| Hobart Private Capital, LLC | 2.78% | Reduce -1.2% | 214,819 | $9.8M |
| Sei Investments Co. | 0.01% | Add +4.1% | 207,258 | $9.4M |
| Websterrogers Financial Advisors, LLC | 3.35% | Add +5.2% | 206,927 | $9.4M |
| SeaBridge Investment Advisors LLC | 2.40% | Add +4.1% | 204,056 | $9.3M |
| Strategic Blueprint, LLC | 0.63% | Add +10.3% | 203,849 | $9.3M |
| First National Trust Co | 0.37% | Add +31.6% | 199,270 | $9.0M |
| WNY Asset Management, LLC | 1.20% | Add +6.4% | 198,876 | $9.0M |
| Sensible Financial Planning & Management, LLC. | 1.89% | Reduce -0.6% | 192,151 | $8.7M |
| Cravens & Co Advisors, LLC | 6.45% | Add +17.4% | 191,439 | $8.7M |
| Evolution Advisers, Inc. | 4.99% | Add +6.2% | 191,282 | $8.7M |
| NorthCoast Asset Management LLC | 0.07% | Add +4.5% | 189,095 | $8.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -10.0% | 185,941 | $8.4M |
| Mutual Advisors, LLC | 0.25% | Add +14.7% | 181,007 | $8.3M |
| BlackRock Inc. | 0.00% | Add +4.9% | 178,815 | $8.1M |
| Ullmann Wealth Partners Group, LLC | 1.14% | Reduce -10.2% | 176,154 | $8.0M |
| Composition Wealth, LLC | 0.19% | Reduce -23.6% | 174,892 | $7.9M |
| Level Financial Advisors | 3.38% | Add +11.1% | 171,842 | $7.8M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Add +12.9% | 169,534 | $7.7M |
| Zacks Investment Management | 0.09% | Add +2.8% | 167,973 | $7.6M |
| VCI Wealth Management LLC | 3.76% | Add +43.5% | 167,606 | $7.6M |
| First American Trust, FSB | 0.76% | Reduce -3.1% | 167,433 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Add +19.0% | 167,256 | $7.6M |
| Sanctuary Advisors, LLC | 0.06% | — | 170,919 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Add +3.5% | 166,294 | $7.5M |
| Clark Asset Management, LLC | 2.08% | Add +9.1% | 165,039 | $7.5M |
| Proquility Private Wealth Partners, LLC | 2.54% | Add +2.2% | 164,278 | $7.5M |
| NewEdge Advisors, LLC | 0.05% | Add +6.5% | 161,676 | $7.3M |
| Global Wealth Strategies & Associates | 2.62% | Add +4.5% | 160,903 | $7.3M |
| Sovereign Investment Advisors, LLC | 2.72% | Reduce -0.6% | 157,548 | $7.3M |
| Strategic Investment Advisors / MI | 0.88% | Add +6.1% | 159,148 | $7.2M |
| 1834 Investment Advisors Co. | 0.87% | Add +4.7% | 158,245 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.6% | 155,977 | $7.1M |
| Mendota Financial Group, LLC | 3.64% | Add +38.8% | 149,736 | $6.8M |
| Bay Harbor Wealth Management, LLC | 2.37% | Reduce -3.0% | 149,504 | $6.8M |
| Seed Wealth Management, Inc. | 5.88% | Add +133.6% | 148,730 | $6.8M |
| Prudential Financial Inc. | 0.01% | Reduce -19.9% | 147,457 | $6.7M |
| Obsidian Personal Planning Solutions LLC | 4.06% | Add +10.1% | 146,622 | $6.7M |
| Capital Insight Partners, LLC | 1.22% | New | 142,735 | $6.5M |
| ONE Advisory Partners, LLC | 2.99% | Add +11.5% | 142,695 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 140,840 | $6.4M |
| Forthright Family Wealth Advisory LLC | 4.04% | Add +1.9% | 138,053 | $6.3M |
| Old National Bancorp | 0.15% | Add +4.3% | 136,094 | $6.2M |
| Diversify Advisory Services, LLC | 0.33% | Reduce -4.0% | 132,618 | $6.0M |
| Freedom Investment Management, Inc. | 0.49% | Add +9.3% | 132,479 | $6.0M |
| Simplicity Wealth,LLC | 0.13% | Reduce -31.4% | 130,012 | $5.9M |
| SigFig Wealth Management, LLC | 0.22% | Add +2.3% | 129,030 | $5.9M |
| Center For Asset Management LLC | 3.85% | Add +13.7% | 128,175 | $5.8M |
| PFG Advisors | 0.39% | Add +2.9% | 126,358 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.35% | Add +2.1% | 121,984 | $5.5M |
| Beverly Hills Private Wealth, LLC | 1.19% | Add +10.0% | 120,214 | $5.5M |
| Parker Financial LLC | 2.91% | Reduce -1.6% | 117,983 | $5.3M |
| Aspire Private Capital, LLC | 1.33% | Reduce -2.6% | 114,015 | $5.2M |
| Federated Hermes, Inc. | 0.01% | New | 111,000 | $5.0M |
| Wunderlich Capital Managemnt | 2.19% | Add +3.3% | 107,995 | $4.9M |
| Acute Investment Advisory, LLC | 2.78% | New | 107,286 | $4.9M |
| Premier Path Wealth Partners, LLC | 0.82% | Add +0.9% | 106,137 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Add +12.8% | 106,056 | $4.8M |
| Marion Wealth Management | 1.41% | Add +3.2% | 105,829 | $4.8M |
| SWS Partners | 1.33% | Reduce -2.0% | 98,248 | $4.5M |
| Unison Advisors LLC | 0.55% | Add +14.0% | 97,329 | $4.4M |
| Brookstone Capital Management | 0.07% | Reduce -64.9% | 93,734 | $4.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -27.6% | 94,509 | $4.3M |
| Principal Securities, Inc. | 0.12% | Add +7.3% | 94,506 | $4.3M |
| Horizon Financial Services, LLC | 2.70% | Reduce -0.8% | 94,106 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +4.8% | 89,427 | $4.1M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 87,387 | $4.0M |
| CW Advisors, LLC | 0.06% | New | 82,525 | $3.7M |
| Transatlantique Private Wealth LLC | 1.52% | Add +246.3% | 54,749 | $3.7M |
| Checchi Capital Advisers, LLC | 0.29% | Reduce -17.5% | 81,283 | $3.7M |
| Smartleaf Asset Management LLC | 0.60% | Reduce -33.0% | 80,075 | $3.7M |
| Sykon Capital LLC | 1.37% | Add +16.0% | 80,027 | $3.6M |
| Sovereign Financial Group, Inc. | 0.90% | Add +5.6% | 79,460 | $3.6M |
| Elite Life Management LLC | 13.90% | Add +121.7% | 78,940 | $3.6M |
| Consolidated Portfolio Review Corp | 0.83% | Add +0.5% | 78,624 | $3.6M |
| Rockbridge Investment Management, LCC | 0.50% | Add +1.4% | 78,386 | $3.6M |
| Kure Advisory, LLC | 2.92% | Add +3.8% | 78,228 | $3.6M |
| EFG Asset Management (Americas) Corp. | 0.69% | Add +117.9% | 77,882 | $3.5M |
| Fisher Asset Management | 0.00% | Add +122.2% | 77,865 | $3.5M |
| First Hawaiian Bank | 0.12% | No change | 77,749 | $3.5M |
| Clear Creek Financial Management, LLC | 0.42% | Add +0.2% | 77,126 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -85.7% | 76,621 | $3.5M |
| OneAscent Financial Services LLC | 0.48% | Reduce -70.8% | 75,997 | $3.5M |
| Chandler Asset Management, Inc. | 0.69% | No change | 75,455 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +24.8% | 75,032 | $3.4M |
| New York Life Investment Management LLC | 0.03% | New | 74,252 | $3.4M |
| FC Advisory LLC | 1.22% | Reduce -0.3% | 73,394 | $3.3M |
| Arcadia Wealth Management, LLC | 1.90% | Add +19.7% | 73,253 | $3.3M |
| Hilltop Partners LLC | 1.21% | Add +9.5% | 72,264 | $3.3M |
| Financial Gravity Asset Management, Inc. | 0.82% | Add +6.3% | 72,080 | $3.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.76% | Reduce -54.4% | 71,678 | $3.3M |
| Central Pacific Bank - Trust Division | 0.39% | Add +93.0% | 68,759 | $3.1M |
| Guggenheim Capital LLC | 0.02% | Add +1.9% | 68,720 | $3.1M |
| Bragg Financial Advisors, Inc | 0.14% | Add +14.4% | 68,476 | $3.1M |
| Mariner, LLC | 0.01% | Reduce -15.7% | 68,209 | $3.1M |
| First Financial Bank - Trust Division | 0.30% | Add +9.5% | 66,811 | $3.0M |
| HSBC Holdings PLC | 0.00% | Reduce -8.9% | 66,640 | $3.0M |
| Equity Investment Corp. | 0.08% | Reduce -0.6% | 66,575 | $3.0M |
| Bank of Montreal | 0.00% | Reduce -11.3% | 65,979 | $3.0M |
| Sage Rhino Capital LLC | 0.72% | Add +1.7% | 66,464 | $3.0M |
| AlTi Global, Inc. | 0.08% | Reduce -7.2% | 65,485 | $3.0M |
| Leeward Financial Partners, LLC | 1.20% | Add +3.3% | 64,968 | $2.9M |
| Arlington Capital Management, Inc. | 2.53% | Reduce -1.6% | 64,123 | $2.9M |
| Claro Advisors Inc. | 0.45% | Add +79.0% | 63,908 | $2.9M |
| Phillips Financial Management, LLC | 0.24% | No change | 63,298 | $2.9M |
| Roger Wittlin Investment Advisory, LLC | 1.81% | Reduce -10.8% | 62,046 | $2.8M |
| Townsquare Capital LLC | 0.04% | Reduce -3.6% | 59,690 | $2.7M |
| VestGen Investment Management | 0.78% | Add +1.4% | 58,245 | $2.6M |
| Blue Trust, Inc. | 0.04% | No change | 56,835 | $2.6M |
| Hancock Whitney Corp. | 0.09% | Reduce -1.0% | 57,084 | $2.6M |
| First Horizon Advisors, Inc. | 0.08% | Add +0.9% | 56,845 | $2.6M |
| First Heartland Consultants, Inc. | 0.25% | Add +0.3% | 56,333 | $2.6M |
| Prudent Man Advisors, LLC | 0.89% | Add +557.1% | 55,372 | $2.5M |
| Valtinson Bruner Financial Planning LLC | 0.97% | New | 54,136 | $2.5M |
| Creative Planning | 0.00% | Add +44.3% | 54,084 | $2.5M |
| Savvy Advisors, Inc. | 0.79% | Add +29.4% | 53,622 | $2.4M |
| Dynamic Wealth Strategies, LLC | 2.07% | Reduce -2.4% | 53,084 | $2.4M |
| Elevated Capital Advisors, LLC | 0.67% | Add +0.3% | 52,450 | $2.4M |
| Certus Wealth Management, LLC | 1.79% | Reduce -24.1% | 51,972 | $2.4M |
| Veridan Wealth LLC | 0.93% | — | 50,059 | $2.3M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -2.8% | 50,396 | $2.3M |
| M Holdings Securities, Inc. | 0.30% | New | 50,231 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.0% | 49,923 | $2.3M |
| AdvisorNet Financial, Inc | 0.20% | Reduce -2.0% | 49,039 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -5.1% | 48,132 | $2.2M |
| City State Bank | 0.89% | Reduce -6.1% | 48,037 | $2.2M |
| AlphaStar Capital Management, LLC | 0.20% | Reduce -1.8% | 47,061 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -2.0% | 46,849 | $2.1M |
| Fort Point Capital Partners LLC | 0.27% | Reduce -24.1% | 46,843 | $2.1M |
| Kowal Investment Group, LLC | 0.42% | Add +12.9% | 46,064 | $2.1M |
| Bard Associates Inc. | 0.79% | Reduce -1.3% | 45,633 | $2.1M |
| Ascent Group, LLC | 0.17% | Reduce -1.7% | 45,029 | $2.0M |
| CGN Advisors LLC | 0.23% | Add +11.6% | 43,425 | $2.0M |
| Security Benefit Life Insurance Co. | 0.64% | No change | 42,700 | $1.9M |
| Comerica Bank | 0.01% | Add +6.7% | 42,401 | $1.9M |
| Certified Advisory Corp | 0.24% | Add +91.0% | 42,378 | $1.9M |
| FWG Investments, LLC. | 1.86% | Reduce -1.0% | 40,615 | $1.8M |
| TriaGen Wealth Management LLC | 0.70% | Add +20.0% | 40,202 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 39,591 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +24.1% | 39,304 | $1.8M |
| Courier Capital LLC | 0.14% | Reduce -91.6% | 38,870 | $1.8M |
| Clifford Group, LLC | 1.42% | Add +5.4% | 38,741 | $1.8M |
| LifePlan Financial, LLC | 1.62% | Add +22.7% | 38,691 | $1.8M |
| Diversify Wealth Management, LLC | 0.22% | — | 37,422 | $1.8M |
| WFA of San Diego, LLC | 1.57% | — | 38,552 | $1.8M |
| IVC Wealth Advisors LLC | 0.97% | Add +0.4% | 38,391 | $1.7M |
| Semmax Financial Advisors Inc. | 0.51% | Add +3.1% | 36,485 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -9.6% | 35,025 | $1.6M |
| Vise Technologies, Inc. | 0.27% | Reduce -3.0% | 34,449 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.70% | Reduce -3.4% | 33,964 | $1.5M |
| Cobblestone Capital Advisors LLC | 0.09% | Add +386.2% | 33,780 | $1.5M |
| Accurate Wealth Management, LLC | 0.37% | Reduce -4.6% | 33,422 | $1.5M |
| Columbus Macro, LLC | 0.58% | Reduce -7.7% | 33,052 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.8% | 32,860 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +15.9% | 32,819 | $1.5M |
| Security Financial Services, INC. | 0.32% | Add +17.7% | 32,121 | $1.5M |
| Rothschild Wealth LLC | 0.47% | Reduce -2.4% | 31,540 | $1.4M |
| Summit Wealth Group, LLC | 0.43% | Add +3.9% | 31,498 | $1.4M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 31,160 | $1.4M |
| Drucker Wealth 3.0, LLC | 0.37% | — | 30,955 | $1.4M |
| Regal Investment Advisors LLC | 0.09% | Reduce -3.5% | 30,159 | $1.4M |
| Arrowroot Family Office, LLC | 0.86% | Add +42.2% | 29,616 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -6.1% | 29,109 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +12.0% | 29,061 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -4.2% | 29,044 | $1.3M |
| SignalPoint Asset Management, LLC | 0.35% | New | 28,865 | $1.3M |
| True North Advisors, LLC | 0.35% | Add +6.6% | 28,827 | $1.3M |
| Tortoise Investment Management, LLC | 0.15% | Add +7.3% | 28,596 | $1.3M |
| Essential Planning, LLC. | 0.57% | Add +8.4% | 28,288 | $1.3M |
| BLB&B Advisors, LLC | 0.07% | Reduce -14.8% | 27,924 | $1.3M |
| Seneca Financial Advisors LLC | 0.65% | Reduce -46.2% | 27,496 | $1.2M |
| Willow Creek Wealth Management Inc. | 0.14% | Add +36.6% | 27,440 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +7.9% | 27,394 | $1.2M |
| Hohimer Wealth Management, LLC | 0.27% | Add +7.5% | 25,493 | $1.2M |
| Prosperity Planning, Inc. | 0.39% | Reduce -0.1% | 25,054 | $1.1M |
| Leavell Investment Management, Inc. | 0.06% | Add +6.8% | 23,805 | $1.1M |
| Arden Trust Co | 0.15% | Add +15.9% | 23,732 | $1.1M |
| Greenwood Capital Associates LLC | 0.14% | Add +1.1% | 23,623 | $1.1M |
| TFB Advisors LLC | 0.34% | Add +3.4% | 23,158 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +44.6% | 23,085 | $1.0M |
| Lutz Financial Services LLC | 0.09% | New | 22,817 | $1.0M |
| Strategic Financial Partners, Ltd. | 0.56% | Reduce -8.4% | 22,570 | $1.0M |
| Annapolis Financial Services, LLC | 0.33% | Reduce -27.1% | 22,266 | $1.0M |
| Wells Financial Advisors INC | 0.66% | Add +1006.6% | 22,132 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 21,876 | $993K |
| Arete Wealth Advisors, LLC | 0.08% | Add +33.6% | 21,611 | $982K |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -16.0% | 21,561 | $979K |
| Ashton Thomas Securities, LLC | 0.23% | — | 20,335 | $944K |
| Verus Capital Partners, LLC | 0.10% | Reduce -10.6% | 20,228 | $918K |
| Vident Advisory, LLC | 0.03% | New | 20,212 | $918K |
| PAX Financial Group, LLC | 0.18% | Reduce -20.7% | 20,071 | $911K |
| Disciplined Investments, LLC | 0.48% | Reduce -1.5% | 19,871 | $902K |
| Kathleen S. Wright Associates Inc. | 0.41% | Reduce -7.7% | 19,671 | $893K |
| Argent Trust Co | 0.04% | Reduce -3.6% | 19,570 | $888K |
| Maripau Wealth Management LLC | 0.61% | Reduce -8.8% | 19,518 | $886K |
| Citizens Financial Group Inc. | 0.02% | Reduce -3.4% | 19,297 | $876K |
| FSA Advisors, Inc. | 0.87% | Add +10.2% | 18,303 | $832K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -34.1% | 17,718 | $804K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -10.2% | 17,321 | $786K |
| Global Financial Private Client, LLC | 0.33% | Reduce -0.8% | 17,209 | $781K |
| Merriman Wealth Management, LLC | 0.03% | Add +75.5% | 17,053 | $774K |
| Geneos Wealth Management Inc. | 0.03% | Add +1.3% | 17,014 | $772K |
| HT Partners LLC | 0.27% | Add +6.3% | 16,937 | $769K |
| Global Retirement Partners, LLC | 0.02% | Reduce -42.2% | 16,481 | $748K |
| Cary Street Partners Asset Management LLC | 0.11% | Add +4.9% | 16,271 | $739K |
| Wesbanco Bank Inc. | 0.03% | Add +0.5% | 16,007 | $727K |
| Tolleson Wealth Management, Inc. | 0.14% | No change | 15,915 | $723K |
| EP Wealth Advisors, LLC | 0.01% | Add +94.8% | 15,851 | $720K |
| Marcum Wealth, LLC | 0.07% | Reduce -1.4% | 15,776 | $716K |
| New Century Financial Group, LLC | 0.30% | New | 15,674 | $712K |
| WT Wealth Management | 0.24% | Reduce -55.0% | 15,557 | $706K |
| Peterson Financial Group, Inc. | 4.23% | Add +0.3% | 15,287 | $694K |
| Ridgewood Investments LLC | 0.35% | Add +0.6% | 15,177 | $689K |
| Rockland Trust Co. | 0.04% | No change | 15,135 | $687K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +4.1% | 14,839 | $674K |
| Thrive Capital Management, LLC | 0.31% | New | 14,806 | $672K |
| Financial Advocates Investment Management | 0.04% | Reduce -52.2% | 14,723 | $668K |
| Sigma Planning Corp | 0.02% | Reduce -2.0% | 14,553 | $661K |
| Kovack Advisors, Inc. | 0.07% | Reduce -3.0% | 14,393 | $653K |
| Braun-Bostich & Associates Inc. | 0.47% | Reduce -66.0% | 13,845 | $629K |
| Crabel Capital Management, LLC | 0.76% | Add +69.3% | 13,716 | $623K |
| Advisory Services Network, LLC | 0.01% | Add +46.8% | 13,574 | $616K |
| FMR LLC | 0.00% | Add +5.3% | 13,350 | $606K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -9.7% | 13,321 | $605K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -43.0% | 13,258 | $602K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +21.3% | 13,076 | $594K |
| Inspire Advisors, LLC | 0.08% | Reduce -12.6% | 12,897 | $586K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -5.2% | 12,729 | $578K |
| Aveo Capital Partners, LLC | 0.07% | Add +10.7% | 12,687 | $576K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 12,368 | $562K |
| Koshinski Asset Management, Inc. | 0.05% | Add +142.3% | 12,081 | $551K |
| Csenge Advisory Group | 0.03% | Add +11.6% | 11,926 | $541K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -87.7% | 11,831 | $537K |
| Park Avenue Securities LLC | 0.01% | Add +24.9% | 11,675 | $530K |
| Saranac Partners Ltd | 0.32% | Add +75.6% | 11,670 | $530K |
| Eagle Asset Management Inc. | 0.00% | Reduce -4.9% | 11,756 | $528K |
| Cwm, LLC | 0.00% | Add +27.7% | 11,577 | $526K |
| Farther Finance Advisors, LLC | 0.03% | Add +87.9% | 11,533 | $518K |
| Cambridge Advisors Inc. | 0.12% | No change | 11,201 | $509K |
| Graypoint LLC | 0.03% | No change | 10,922 | $496K |
| Summit Global Investments | 0.04% | Reduce -1.3% | 10,881 | $494K |
| Veery Capital, LLC | 0.20% | Reduce -10.3% | 10,837 | $492K |
| Balboa Wealth Partners | 0.13% | New | 10,786 | $490K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +23.3% | 10,654 | $484K |
| Seelaus Asset Management LLC | 0.49% | New | 10,397 | $472K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -22.0% | 10,387 | $472K |
| Continuum Advisory, LLC | 0.07% | Add +3.8% | 10,383 | $471K |
| Equitable Holdings, Inc. | 0.00% | Add +9.5% | 10,337 | $469K |
| Southland Equity Partners LLC | 0.13% | Add +1.2% | 10,301 | $468K |
| Lloyd Advisory Services, LLC. | 0.21% | New | 10,028 | $455K |
| Coppell Advisory Solutions LLC | 0.07% | — | 9,984 | $453K |
| Kelly Financial Services LLC | 0.16% | Add +2.7% | 9,818 | $446K |
| REAP Financial Group, LLC | 0.12% | Reduce -55.3% | 9,816 | $446K |
| Ignite Planners, LLC | 0.11% | Reduce -6.7% | 9,670 | $440K |
| LongView Wealth Management | 0.16% | Reduce -5.0% | 9,685 | $440K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +52.2% | 9,676 | $439K |
| Redwood Financial Network Corp | 0.36% | Reduce -3.5% | 9,513 | $432K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -4.9% | 9,368 | $425K |
| Tran Capital Management, L.P. | 0.05% | No change | 9,179 | $417K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -28.7% | 9,073 | $412K |
| Whittier Trust Co. | 0.01% | No change | 9,061 | $411K |
| Lanark Financial, Inc. | 0.04% | Reduce -17.6% | 9,042 | $410K |
| RCS Financial Planning, LLC | 0.24% | Reduce -75.3% | 8,927 | $405K |
| LifePro Asset Management | 0.29% | Add +6.2% | 8,924 | $405K |
| Larson Financial Group LLC | 0.03% | Add +1320.2% | 8,777 | $398K |
| Cooper Financial Group | 0.06% | Add +9.4% | 8,738 | $397K |
| LifePlan Investment Advisors, Inc. | 0.28% | Add +20.1% | 8,692 | $395K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.8% | 8,602 | $391K |
| Cultivar Capital, Inc. | 0.33% | No change | 8,560 | $389K |
| SIMA Wealth Partners, LLC | 0.37% | — | 8,524 | $387K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 8,485 | $385K |
| Stephens Inc. | 0.01% | Add +42.5% | 8,425 | $382K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.4% | 8,345 | $379K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.8% | 8,342 | $379K |
| Rogco, LP | 0.15% | Reduce -1.5% | 8,292 | $376K |
| Trust Point Inc. | 0.03% | Add +0.2% | 8,218 | $373K |
| Redwood Investment Management, LLC | 0.03% | Reduce -11.6% | 8,196 | $372K |
| Mission Wealth Management, LP | 0.01% | Reduce -23.5% | 8,022 | $364K |
| Pitcairn Co. | 0.02% | No change | 7,988 | $363K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.8% | 7,963 | $362K |
| Boyd Watterson Asset Management LLC | 0.10% | Add +5.1% | 7,880 | $358K |
| Alternative Investment Advisors, LLC. | 0.20% | New | 7,823 | $355K |
| Farrell Financial LLC | 0.27% | Reduce -32.4% | 7,768 | $353K |
| Shayne & Jacobs, LLC | 0.10% | No change | 7,760 | $352K |
| Bremer Bank National Association | 0.07% | Reduce -46.4% | 7,674 | $348K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 7,661 | $348K |
| Accretive Wealth Partners, LLC | 0.14% | No change | 7,583 | $344K |
| Brighton Jones LLC | 0.01% | Reduce -0.2% | 7,486 | $340K |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 7,462 | $339K |
| World Investment Advisors | 0.02% | Reduce -13.6% | 7,329 | $333K |
| One Wealth Map LLC | 0.20% | No change | 7,148 | $328K |
| Avaii Wealth Management, LLC | 0.17% | Add +0.6% | 6,921 | $314K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,915 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.4% | 6,907 | $314K |
| Advisors Asset Management, Inc. | 0.01% | Add +87.6% | 6,832 | $310K |
| Hexagon Capital Partners LLC | 0.07% | Add +99.0% | 6,830 | $310K |
| Lockerman Financial Group, Inc. | 0.56% | Add +21.0% | 6,823 | $310K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 6,763 | $307K |
| Acas, LLC | 0.27% | Reduce -3.5% | 6,618 | $307K |
| Delta Financial Group, Inc. | 0.13% | Reduce -0.1% | 6,696 | $304K |
| Absolute Capital Management, LLC | 0.18% | Add +44.4% | 6,609 | $300K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +3.3% | 6,538 | $297K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +38.0% | 6,524 | $296K |
| Adero Partners, LLC | 0.02% | New | 6,500 | $295K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.7% | 6,374 | $289K |
| AA Financial Advisors, LLC | 0.10% | Add +5.7% | 6,370 | $289K |
| Barrett & Company, Inc. | 0.13% | Reduce -0.2% | 6,337 | $288K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +0.1% | 6,317 | $287K |
| Flputnam Investment Management Co. | 0.01% | Reduce -9.1% | 6,314 | $287K |
| United Advisor Group, LLC | 0.09% | New | 6,239 | $283K |
| Modern Wealth Management, LLC | 0.02% | New | 6,154 | $279K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 6,120 | $278K |
| Clean Yield Group | 0.10% | Reduce -9.0% | 6,095 | $277K |
| TrueWealth Advisors, LLC | 0.10% | Add +15.5% | 6,068 | $275K |
| Belpointe Asset Management LLC | 0.02% | Add +2.0% | 6,045 | $274K |
| HUB Investment Partners, LLC | 0.01% | Add +5.7% | 5,979 | $271K |
| Trilogy Capital Inc. | 0.01% | Reduce -37.8% | 5,957 | $270K |
| Fca Corp. | 0.09% | New | 5,931 | $269K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Add +8.3% | 5,897 | $268K |
| Spire Wealth Management | 0.01% | Reduce -79.6% | 5,872 | $267K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -32.3% | 5,835 | $265K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,630 | $256K |
| Pacific Financial Group Inc. | 0.18% | Reduce -0.6% | 5,601 | $254K |
| Financial Life Advisors | 0.10% | Reduce -1.6% | 5,534 | $251K |
| Patten & Patten Inc. | 0.02% | Reduce -2.8% | 5,523 | $251K |
| Mainstay Capital Management LLC | 0.04% | Reduce -33.8% | 5,489 | $249K |
| Guidance Capital, Inc. | 0.08% | New | 5,182 | $240K |
| Corient Private Wealth LP | 0.00% | Reduce -21.4% | 5,196 | $236K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 5,194 | $236K |
| Gilbert & Cook, Inc. | 0.03% | Reduce -8.7% | 5,151 | $234K |
| Peninsula Wealth, LLC | 0.04% | Reduce -56.9% | 5,063 | $233K |
| Wedbush Securities Inc. | 0.01% | New | 5,082 | $231K |
| Continental Investors Services, Inc. | 0.51% | New | 5,078 | $231K |
| Integrated Advisors Network LLC | 0.01% | Add +0.6% | 5,074 | $230K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -97.1% | 5,066 | $230K |
| Silver Oak Securities, Incorporated | 0.03% | Add +29.4% | 4,992 | $227K |
| Oak Hill Wealth Advisors, LLC | 0.07% | — | 4,970 | $226K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -13.6% | 4,719 | $221K |
| IFP Advisors, Inc | 0.01% | Add +44.4% | 4,841 | $220K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 4,795 | $218K |
| Bessemer Group Inc. | 0.00% | No change | 4,710 | $214K |
| Caitlin John, LLC | 0.15% | No change | 4,603 | $209K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -33.5% | 4,590 | $208K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -23.9% | 4,553 | $207K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 4,540 | $206K |
| Prospera Financial Services Inc | 0.01% | New | 4,535 | $206K |
| Transform Wealth, LLC | 0.02% | New | 4,473 | $203K |
| Pinion Investment Advisors, LLC | 0.10% | New | 4,458 | $202K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -53.9% | 4,448 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +11.2% | 4,441 | $202K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,278 | $200K |
| Archer Investment Corp | 0.06% | Reduce -8.3% | 4,156 | $189K |
| Blair William & Co. | 0.00% | Reduce -13.1% | 4,113 | $187K |
| Richardson Financial Services Inc. | 0.13% | Add +15.6% | 3,980 | $181K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,937 | $179K |
| Private Trust Co. NA | 0.02% | Add +12.1% | 3,734 | $170K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -0.5% | 3,731 | $169K |
| Rothschild Investment LLC | 0.01% | Add +4.0% | 3,658 | $166K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -1.3% | 3,575 | $162K |
| Avior Wealth Management, LLC | 0.01% | Add +13.6% | 3,551 | $161K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Add +1.0% | 3,525 | $160K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.7% | 3,517 | $160K |
| Aptus Capital Advisors, LLC | 0.00% | Add +52.7% | 3,263 | $148K |
| Versant Capital Management, Inc | 0.04% | New | 3,247 | $147K |
| Clearstead Advisors, LLC | 0.00% | Add +494.2% | 3,161 | $144K |
| Montag A & Associates Inc. | 0.01% | Reduce -26.1% | 2,671 | $121K |
| Rise Advisors, LLC | 0.06% | Add +1.0% | 2,608 | $118K |
| Empirical Asset Management, LLC | 0.04% | New | 37,436 | $112K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.6% | 2,444 | $111K |
| International Assets Investment Management, LLC | 0.01% | New | 2,421 | $110K |
| Pineridge Advisors LLC | 0.04% | Add +8.0% | 2,413 | $110K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 2,235 | $101K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +9.5% | 2,218 | $101K |
| Howe & Rusling Inc. | 0.01% | Add +26.1% | 2,078 | $94K |
| Winthrop Capital Management, LLC | 0.05% | No change | 2,064 | $94K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $91K |
| 1620 Investment Advisors, Inc. | 0.07% | New | 1,978 | $90K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -1.6% | 1,838 | $83K |
| Tucker Asset Management LLC | 0.02% | Add +99.5% | 1,726 | $78K |
| Redwood Wealth Management Group, LLC | 0.05% | New | 1,500 | $68K |
| FAS Wealth Partners, Inc. | 0.01% | Add +74650.0% | 1,495 | $68K |
| National Bank of Canada | 0.00% | Reduce -31.1% | 1,465 | $67K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -52.9% | 1,455 | $66K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +38.7% | 1,347 | $61K |
| City Holding Co. | 0.01% | No change | 1,313 | $60K |
| Parallel Advisors, LLC | 0.00% | No change | 1,261 | $57K |
| Mechanics Financial Corp | 0.03% | No change | 1,253 | $57K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 1,200 | $54K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.0% | 1,198 | $54K |
| Triad Wealth Partners, LLC | 0.03% | New | 1,177 | $53K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -2.1% | 1,118 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -67.0% | 1,093 | $50K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $47K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -18.5% | 917 | $41K |
| Fifth Third Bancorp | 0.00% | Reduce -38.2% | 878 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -62.4% | 869 | $39K |
| Citigroup Inc. | 0.00% | Add +94.9% | 842 | $38K |
| Investors Research Corp | 0.01% | No change | 744 | $34K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +59.6% | 736 | $33K |
| Asset Dedication, LLC | 0.00% | Add +3666.7% | 565 | $26K |
| NFSG Corp | 0.01% | No change | 554 | $25K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -3.6% | 501 | $23K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +3.5% | 500 | $23K |
| First PREMIER Bank | 0.01% | No change | 470 | $21K |
| MCF Advisors LLC | 0.00% | Add +0.2% | 447 | $20K |
| American National Bank & Trust | 0.00% | No change | 441 | $20K |
| Bangor Savings Bank | 0.00% | No change | 422 | $19K |
| Avion Wealth | 0.01% | No change | 419 | $19K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 409 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 391 | $18K |
| Westside Investment Management, Inc. | 0.00% | New | 363 | $16K |
| Main Street Group, LTD | 0.01% | No change | 366 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -32.5% | 318 | $14K |
| Gradient Investments LLC | 0.00% | Add +69.5% | 317 | $14K |
| LRI Investments, LLC | 0.00% | No change | 306 | $14K |
| NorthRock Partners, LLC | 0.00% | Add +25.6% | 270 | $12K |
| Family Manage LLC | 0.00% | Reduce -94.5% | 263 | $12K |
| Angeles Wealth Management, LLC | 0.00% | Add +21.1% | 258 | $12K |
| Stephens Consulting, LLC | 0.00% | New | 256 | $12K |
| Centennial Bank | 0.01% | Add +168.9% | 242 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 233 | $11K |
| Key Financial Inc | 0.00% | No change | 228 | $10K |
| GeoWealth Management, LLC | 0.00% | Add +2.3% | 226 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | New | 224 | $10K |
| WealthShield Partners, LLC | 0.00% | Reduce -60.2% | 209 | $9K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 206 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | Add +65.3% | 205 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -91.9% | 205 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 204 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -21.7% | 173 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | Reduce -95.2% | 173 | $8K |
| North Star Investment Management Corp. | 0.00% | Reduce -32.5% | 160 | $7K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 159 | $7K |
| Nemes Rush Group LLC | 0.00% | New | 159 | $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 |
| West Branch Capital LLC | 0.00% | New | 143 | $6K |
| Castleview Partners, LLC | 0.00% | Reduce -69.3% | 138 | $6K |
| Element Wealth, LLC | 0.00% | No change | 122 | $6K |
| First Pacific Financial | 0.00% | Reduce -29.5% | 117 | $5K |
| Pacifica Partners Inc. | 0.00% | New | 116 | $5K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 105 | $5K |
| Tidemark, LLC | 0.00% | Add +1.0% | 99 | $5K |
| Wiser Advisor Group LLC | 0.01% | Add +2.1% | 99 | $4K |
| Operose Advisors LLC | 0.00% | No change | 96 | $4K |
| Realta Investment Advisors | 0.00% | No change | 92 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | — | 90 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $4K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 83 | $4K |
| Wolff Wiese Magana LLC | 0.00% | Add +146.9% | 79 | $4K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| ORG Partners LLC | 0.00% | New | 64 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 66 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $3K |
| Sachetta, LLC | 0.00% | Reduce -82.8% | 59 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | New | 118,051 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -87.5% | 53 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +485.7% | 41 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 33 | $1K |
| Balefire, LLC | 0.00% | New | 32 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 31 | $1K |
| Chesapeake Asset Management LLC | 0.00% | New | 29 | $1K |
| New Millennium Group LLC | 0.00% | New | 28 | $1K |
| Register Financial Advisors LLC | 0.00% | New | 27 | $1K |
| Sandy Spring Bank | 0.00% | Reduce -32.5% | 27 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 25 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $1K |
| Creative Financial Designs Inc. | 0.00% | Add +228.6% | 23 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 11 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $953 |
| SWAN Capital LLC | 0.00% | New | 21 | $953 |
| Creative Capital Management Investments LLC | 0.00% | New | 21 | $953 |
| Oakworth Capital, Inc. | 0.00% | No change | 20 | $908 |
| GHP Investment Advisors, Inc. | 0.00% | New | 19 | $863 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 18 | $835 |
| Creekmur Asset Management LLC | 0.00% | No change | 14 | $636 |
| Integrity Financial Corp | 0.00% | No change | 11 | $499 |
| Princeton Global Asset Management LLC | 0.00% | New | 10 | $454 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 8 | $364 |
| IAG Wealth Partners, LLC | 0.00% | New | 8 | $363 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $197 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $91 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -99.6% | 1 | $46 |
| Great Lakes Retirement, Inc. | 0.00% | New | 1 | $45 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.