Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q3 2024 (September 30)592holders +8
66new positions
62sold out
2famous investors
$47.20avg. 13F price*
At the end of Q3 2024, 592 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 8 from Q2 2024. 66 opened new positions and 62 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.7B), Bank of America Corp. ($3.3B) and Envestnet Asset Management Inc. ($938.3M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Mortgage-Backed Sec
- CUSIP
- 92206C771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $128.3M |
| Exits | 62 | $37.5M |
All 13F filers, Q2 2024 → Q3 2024: 23,300,556 shares bought and 27,754,618 shares sold, net −4,454,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 592 holders
| Charles Schwab Investment Management Inc. | 1.09% | Reduce -14.6% | 120,664,879 | $5.7B |
| Bank of America Corp. | 0.29% | Add +3.2% | 68,993,600 | $3.3B |
| Envestnet Asset Management Inc. | 0.30% | Add +4.0% | 19,875,748 | $938.3M |
| Bank of New York Mellon Corp | 0.09% | Add +0.7% | 10,123,181 | $477.9M |
| JPMorgan Chase & Co. | 0.03% | Add +26.1% | 8,581,819 | $405.1M |
| Wells Fargo & Company | 0.09% | Add +131.1% | 7,994,827 | $377.4M |
| Assetmark, Inc. | 1.03% | Add +2.8% | 7,642,051 | $360.8M |
| Stifel Financial Corp. | 0.28% | Add +3.1% | 5,627,553 | $265.7M |
| LPL Financial LLC | 0.11% | Add +3.7% | 5,180,600 | $244.6M |
| Ameriprise Financial Inc. | 0.05% | Add +15.4% | 4,467,810 | $210.5M |
| Morgan Stanley | 0.01% | Reduce -6.2% | 3,999,910 | $188.8M |
| Envestnet Portfolio Solutions, Inc. | 0.59% | Add +0.8% | 3,839,828 | $181.3M |
| Morningstar Investment Services LLC | 1.75% | Add +20.8% | 3,617,442 | $171.1M |
| Raymond James & Associates | 0.10% | Add +102.5% | 3,431,563 | $162.0M |
| Lincoln National Corp. | 4.94% | Add +0.5% | 3,267,933 | $154.3M |
| TD Private Client Wealth LLC | 4.43% | Add +13.1% | 3,260,561 | $153.9M |
| Bank of Hawaii | 4.38% | Add +62.2% | 2,218,030 | $104.7M |
| Keybank National Association | 0.40% | Add +1.0% | 2,196,340 | $103.7M |
| NorthCoast Asset Management LLC | 0.68% | Add +976.7% | 2,036,034 | $95.9M |
| Acropolis Investment Management, LLC | 4.38% | Add +5.7% | 1,563,560 | $73.8M |
| Financial Engines Advisors L.L.C. | 0.14% | Add +3.0% | 1,430,096 | $67.5M |
| Royal Bank of Canada | 0.01% | Add +4.6% | 1,406,772 | $66.4M |
| Valmark Advisers, Inc. | 0.99% | Add +1.5% | 1,337,866 | $63.2M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -2.5% | 1,249,644 | $59.0M |
| Ally Invest Advisors Inc. | 4.71% | Add +3.1% | 1,126,204 | $53.2M |
| Executive Wealth Management, LLC | 4.04% | Add +2.1% | 1,090,565 | $51.5M |
| Victory Capital Management Inc. | 0.05% | Reduce -10.7% | 1,064,487 | $50.3M |
| First Interstate Bank | 2.95% | Add +11.8% | 1,028,551 | $48.6M |
| Advisory Alpha, LLC | 1.68% | Add +5.7% | 998,530 | $47.1M |
| AE Wealth Management LLC | 0.40% | Add +6.3% | 929,056 | $43.9M |
| UBS Group AG | 0.01% | Reduce -20.1% | 920,194 | $43.4M |
| Bell Investment Advisors, Inc | 7.60% | Add +4.0% | 878,095 | $41.5M |
| First Financial Bankshares Inc | 0.86% | Add +26.3% | 863,344 | $40.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +8.8% | 844,000 | $39.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.65% | Add +8.8% | 824,831 | $38.9M |
| Cetera Investment Advisers | 0.08% | Add +3.8% | 816,601 | $38.6M |
| Osaic Holdings, Inc. | 0.08% | Reduce -1.2% | 782,131 | $36.9M |
| Deutsche Bank AG | 0.01% | New | 780,000 | $36.8M |
| Janney Montgomery Scott LLC | 0.10% | Add +0.5% | 778,551 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.5% | 776,829 | $36.7M |
| 1832 Asset Management L.P. | 0.06% | Reduce -2.0% | 751,595 | $35.5M |
| HighTower Advisors, LLC | 0.05% | Add +3.4% | 703,258 | $33.2M |
| Kestra Investment Management, LLC | 1.32% | Add +42.1% | 648,805 | $30.6M |
| Intelligence Driven Advisers, LLC | 4.22% | New | 626,029 | $29.6M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +11.8% | 620,518 | $29.3M |
| Pallas Capital Advisors LLC | 1.20% | Add +8.6% | 609,140 | $28.0M |
| MA Private Wealth | 5.06% | Add +5.7% | 573,634 | $27.1M |
| MML Investors Services, LLC | 0.10% | Add +12.3% | 557,555 | $26.3M |
| Evergreen Capital Management LLC | 0.88% | Add +46.8% | 554,253 | $26.2M |
| Evergreen Advisors, LLC | 7.20% | Add +3.2% | 552,364 | $26.1M |
| Parkside Advisors LLC | 5.90% | Add +5.6% | 526,698 | $24.9M |
| Power Wealth Management LLC | 10.17% | Add +15.4% | 504,271 | $23.8M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -1.9% | 500,044 | $23.6M |
| Orion Portfolio Solutions, LLC | 0.24% | Reduce -1.9% | 500,044 | $23.6M |
| Truist Financial Corp. | 0.04% | Reduce -30.6% | 496,395 | $23.4M |
| Manning & Napier Advisors LLC | 0.25% | Add +0.0% | 489,487 | $23.1M |
| US Bancorp \de | 0.03% | Reduce -1.7% | 470,249 | $22.2M |
| Zurich Insurance Group Ltd | 0.19% | No change | 467,648 | $22.1M |
| St Germain D J Co. Inc. | 0.99% | Reduce -0.7% | 454,806 | $21.5M |
| Allworth Financial LP | 0.13% | Reduce -12.4% | 447,028 | $21.1M |
| Atria Wealth Solutions, Inc. | 0.23% | Add +0.6% | 446,081 | $21.1M |
| Janus Henderson Group PLC | 0.01% | Add +305.5% | 430,076 | $20.3M |
| Jaffetilchin Investment Partners, LLC | 1.52% | Add +5.0% | 424,770 | $20.1M |
| Park Avenue Institutional Advisers LLC | 36.34% | Reduce -21.4% | 412,915 | $19.5M |
| Connecticut Wealth Management, LLC | 0.93% | Reduce -2.7% | 408,078 | $19.3M |
| Bartlett & Co. Wealth Management LLC | 0.28% | Add +3.1% | 407,702 | $19.2M |
| Bank of Nova Scotia | 0.04% | New | 388,200 | $18.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -4.8% | 373,097 | $17.6M |
| HBK Sorce Advisory LLC | 0.53% | Reduce -16.7% | 371,927 | $17.6M |
| Invesco Ltd. | 0.00% | Reduce -11.1% | 367,320 | $17.3M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -10.7% | 345,867 | $16.3M |
| Capital Insight Partners, LLC | 2.80% | Add +137.1% | 338,370 | $16.0M |
| Courier Capital LLC | 1.09% | Add +765.6% | 336,457 | $15.9M |
| Quantum Financial Advisors, LLC | 2.43% | Add +2.1% | 329,400 | $15.6M |
| Merit Financial Group, LLC | 0.35% | Add +5.6% | 328,965 | $15.5M |
| RKL Wealth Management LLC | 1.39% | Add +0.9% | 326,149 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.0% | 325,874 | $15.4M |
| Whitcomb & Hess, Inc. | 4.53% | Reduce -2.6% | 322,762 | $15.2M |
| CreativeOne Wealth, LLC | 0.52% | Add +13.1% | 321,432 | $15.2M |
| Staley Capital Advisers Inc. | 0.68% | Reduce -1.5% | 320,350 | $15.1M |
| Proffitt & Goodson Inc. | 2.44% | Add +1.2% | 315,334 | $14.9M |
| Money Design Co.,Ltd. | 0.74% | Add +3.3% | 314,081 | $14.8M |
| Vectors Research Management, LLC | 4.48% | Reduce -9.9% | 313,269 | $14.8M |
| Syon Capital LLC | 1.30% | Add +3.2% | 312,184 | $14.7M |
| Windward Private Wealth Management Inc. | 5.63% | Add +1.2% | 310,797 | $14.7M |
| Hamilton Capital, LLC | 1.07% | Add +6.1% | 314,393 | $14.4M |
| Atria Investments, Inc | 0.17% | Add +21.0% | 294,454 | $13.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +72.4% | 294,697 | $13.5M |
| Robinswood Financial LLC | 4.92% | Add +4.6% | 280,473 | $13.2M |
| NewEdge Advisors, LLC | 0.08% | Add +71.0% | 276,509 | $13.1M |
| United Asset Strategies, Inc. | 1.17% | Add +3.9% | 266,558 | $12.6M |
| Obsidian Cio, LLC | 2.62% | Add +9.2% | 263,996 | $12.5M |
| Betterment LLC | 0.03% | Add +11.2% | 259,547 | $12.3M |
| Kingdom Financial Group LLC. | 8.78% | Reduce -1.3% | 248,706 | $11.7M |
| Alps Advisors Inc. | 0.08% | Reduce -3.4% | 239,710 | $11.3M |
| FLC Capital Advisors | 2.59% | Add +5.0% | 237,767 | $11.2M |
| Family CFO Inc | 6.24% | Reduce -2.8% | 234,257 | $11.1M |
| Private Advisor Group, LLC | 0.07% | Add +24.9% | 232,317 | $11.0M |
| 1607 Capital Partners, LLC | 0.99% | No change | 229,530 | $10.8M |
| First National Trust Co | 0.42% | Add +14.8% | 228,769 | $10.8M |
| EverSource Wealth Advisors, LLC | 0.67% | Add +0.6% | 222,667 | $10.5M |
| Strategic Blueprint, LLC | 0.63% | Add +4.5% | 212,948 | $10.1M |
| Hobart Private Capital, LLC | 2.54% | Reduce -2.3% | 209,911 | $9.9M |
| SeaBridge Investment Advisors LLC | 2.41% | Add +2.2% | 208,570 | $9.8M |
| Clark Asset Management, LLC | 2.06% | Add +23.3% | 203,531 | $9.6M |
| Cravens & Co Advisors, LLC | 7.36% | Add +5.4% | 201,795 | $9.5M |
| Federated Hermes, Inc. | 0.02% | Add +81.4% | 201,320 | $9.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +42.8% | 201,154 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.9% | 201,013 | $9.5M |
| Websterrogers Financial Advisors, LLC | 3.23% | Reduce -5.6% | 195,331 | $9.2M |
| 1834 Investment Advisors Co. | 1.07% | Add +23.4% | 195,294 | $9.2M |
| Sensible Financial Planning & Management, LLC. | 1.81% | Add +1.3% | 194,669 | $9.2M |
| First American Trust, FSB | 0.90% | Add +14.9% | 192,367 | $9.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -25.9% | 191,625 | $9.0M |
| Evolution Advisers, Inc. | 4.86% | Reduce -1.1% | 189,123 | $8.9M |
| WNY Asset Management, LLC | 1.03% | Reduce -5.6% | 187,661 | $8.9M |
| Zacks Investment Management | 0.08% | Add +10.6% | 185,703 | $8.8M |
| VCI Wealth Management LLC | 3.84% | Add +9.1% | 182,825 | $8.6M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Add +7.6% | 182,459 | $8.6M |
| Level Financial Advisors | 3.26% | Add +5.4% | 181,127 | $8.6M |
| Mendota Financial Group, LLC | 3.96% | Add +17.1% | 175,394 | $8.3M |
| Composition Wealth, LLC | 0.19% | Add +0.2% | 175,189 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.2% | 170,874 | $8.1M |
| Proquility Private Wealth Partners, LLC | 2.56% | Add +2.9% | 169,064 | $8.0M |
| Pathstone Holdings, LLC | 0.04% | Add +1.5% | 168,765 | $8.0M |
| Obsidian Personal Planning Solutions LLC | 4.10% | Add +16.8% | 171,230 | $7.8M |
| Strategic Investment Advisors / MI | 0.85% | Add +3.5% | 164,693 | $7.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -32.6% | 164,622 | $7.8M |
| Global Wealth Strategies & Associates | 2.55% | Add +2.2% | 164,453 | $7.8M |
| Seed Wealth Management, Inc. | 6.20% | Add +10.3% | 164,075 | $7.7M |
| Sovereign Investment Advisors, LLC | 2.51% | Add +2.7% | 161,871 | $7.6M |
| Bessemer Group Inc. | 0.01% | Add +3213.7% | 156,076 | $7.4M |
| Ullmann Wealth Partners Group, LLC | 0.95% | Reduce -11.4% | 156,026 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -81.0% | 152,224 | $7.2M |
| Howard Bailey Securities, LLC | 2.67% | — | 148,997 | $7.0M |
| Old National Bancorp | 0.16% | Add +9.3% | 148,794 | $7.0M |
| Bay Harbor Wealth Management, LLC | 2.28% | Reduce -1.1% | 147,912 | $7.0M |
| Mather Group, Llc. | 0.09% | Reduce -95.6% | 147,266 | $7.0M |
| Prudential Financial Inc. | 0.01% | Reduce -0.9% | 146,109 | $6.8M |
| Pinnacle Wealth Management Group, Inc. | 4.23% | New | 142,118 | $6.7M |
| ONE Advisory Partners, LLC | 2.94% | Reduce -0.6% | 141,901 | $6.7M |
| Diversify Advisory Services, LLC | 0.36% | Add +9.5% | 145,195 | $6.7M |
| Jane Street Group, LLC | 0.01% | New | 141,142 | $6.7M |
| Mutual Advisors, LLC | 0.19% | Reduce -20.0% | 144,819 | $6.7M |
| PFG Advisors | 0.42% | Add +10.8% | 140,041 | $6.6M |
| Freedom Investment Management, Inc. | 0.52% | Add +5.3% | 139,508 | $6.6M |
| Brophy Wealth Management, LLC | 2.33% | — | 137,779 | $6.5M |
| Center For Asset Management LLC | 3.70% | Add +2.3% | 131,069 | $6.2M |
| SigFig Wealth Management, LLC | 0.22% | Add +0.1% | 129,122 | $6.1M |
| Principal Securities, Inc. | 0.14% | Add +32.3% | 125,037 | $5.9M |
| Bank of Montreal | 0.00% | Add +88.3% | 124,215 | $5.9M |
| Forthright Family Wealth Advisory LLC | 3.74% | Reduce -9.2% | 125,420 | $5.8M |
| Blue Trust, Inc. | 0.07% | Add +122.6% | 126,511 | $5.7M |
| Aspire Private Capital, LLC | 1.32% | Add +3.3% | 117,780 | $5.6M |
| Smartleaf Asset Management LLC | 0.67% | Add +45.9% | 116,864 | $5.5M |
| Simplicity Wealth,LLC | 0.51% | Reduce -10.4% | 116,506 | $5.5M |
| Parker Financial LLC | 2.75% | Reduce -1.8% | 115,817 | $5.5M |
| Premier Path Wealth Partners, LLC | 0.86% | Add +8.3% | 114,935 | $5.4M |
| Concourse Financial Group Securities, Inc. | 0.32% | Reduce -7.0% | 113,477 | $5.4M |
| Marion Wealth Management | 1.40% | Add +4.7% | 110,830 | $5.2M |
| HSBC Holdings PLC | 0.00% | Add +62.9% | 108,567 | $5.1M |
| Savvy Advisors, Inc. | 1.04% | Add +102.2% | 108,434 | $5.1M |
| Onyx Bridge Wealth Group LLC | 0.75% | Add +786.0% | 104,823 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.42% | Add +39.5% | 104,664 | $4.9M |
| Beverly Hills Private Wealth, LLC | 1.00% | Reduce -13.5% | 104,020 | $4.9M |
| Unison Advisors LLC | 0.58% | Add +4.3% | 101,495 | $4.8M |
| SWS Partners | 1.51% | Add +2.0% | 100,188 | $4.7M |
| Chandler Asset Management, Inc. | 0.88% | Add +30.7% | 98,630 | $4.7M |
| Brookstone Capital Management | 0.07% | Add +0.0% | 93,758 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +3.6% | 90,499 | $4.3M |
| Horizon Financial Services, LLC | 2.54% | Reduce -3.9% | 90,441 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.0% | 89,387 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -5.4% | 89,418 | $4.2M |
| Sovereign Financial Group, Inc. | 0.96% | Add +9.9% | 87,303 | $4.1M |
| Perigon Wealth Management, LLC | 0.11% | New | 87,012 | $4.1M |
| Consolidated Portfolio Review Corp | 0.88% | Add +5.7% | 83,131 | $3.9M |
| First Financial Bank - Trust Division | 0.36% | Add +22.9% | 82,120 | $3.9M |
| First Hawaiian Bank | 0.12% | Add +5.3% | 81,839 | $3.9M |
| Arcadia Wealth Management, LLC | 2.01% | Add +10.6% | 80,978 | $3.8M |
| Checchi Capital Advisers, LLC | 0.28% | Reduce -2.7% | 79,109 | $3.7M |
| Kure Advisory, LLC | 3.34% | Add +1.0% | 78,999 | $3.7M |
| EFG Asset Management (Americas) Corp. | 0.73% | Add +1.0% | 78,658 | $3.7M |
| Rockbridge Investment Management, LCC | 0.48% | Add +0.0% | 78,396 | $3.7M |
| Fisher Asset Management | 0.00% | Add +0.3% | 78,094 | $3.7M |
| Financial Gravity Companies, Inc. | 0.98% | — | 77,889 | $3.7M |
| Valtinson Bruner Financial Planning LLC | 1.28% | Add +43.6% | 77,731 | $3.7M |
| Clear Creek Financial Management, LLC | 0.41% | Reduce -0.9% | 76,408 | $3.6M |
| CW Advisors, LLC | 0.05% | Reduce -8.0% | 75,945 | $3.6M |
| FC Advisory LLC | 1.20% | Add +2.9% | 75,537 | $3.6M |
| Hilltop Partners LLC | 1.19% | Add +3.5% | 74,767 | $3.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.75% | Add +2.8% | 73,649 | $3.5M |
| Elite Life Management LLC | 11.25% | Reduce -7.6% | 72,960 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -5.1% | 72,722 | $3.4M |
| Guggenheim Capital LLC | 0.02% | Add +3.1% | 70,864 | $3.3M |
| Bragg Financial Advisors, Inc | 0.14% | Add +3.0% | 70,533 | $3.3M |
| Harbour Investments, Inc. | 0.10% | Add +140.1% | 69,779 | $3.3M |
| Sage Rhino Capital LLC | 0.71% | Add +2.6% | 68,222 | $3.2M |
| Leeward Financial Partners, LLC | 1.19% | Add +2.8% | 66,765 | $3.2M |
| Claro Advisors Inc. | 0.41% | Add +4.4% | 66,734 | $3.2M |
| Arlington Capital Management, Inc. | 2.59% | Add +4.1% | 66,726 | $3.2M |
| Innova Wealth Partners | 2.59% | New | 66,726 | $3.2M |
| Equity Investment Corp. | 0.07% | Reduce -1.1% | 65,840 | $3.1M |
| AlTi Global, Inc. | 0.07% | Reduce -2.0% | 64,190 | $3.0M |
| Sei Investments Co. | 0.00% | Reduce -69.1% | 64,010 | $3.0M |
| Roger Wittlin Investment Advisory, LLC | 1.72% | Add +1.9% | 63,205 | $3.0M |
| Phillips Financial Management, LLC | 0.23% | Reduce -0.7% | 62,879 | $3.0M |
| Mariner, LLC | 0.01% | Reduce -7.8% | 62,875 | $3.0M |
| Foundations Investment Advisors, LLC | 0.06% | Add +122.9% | 61,055 | $2.9M |
| Central Pacific Bank - Trust Division | 0.38% | Reduce -11.6% | 60,775 | $2.9M |
| First Heartland Consultants, Inc. | 0.30% | Add +6.5% | 60,003 | $2.8M |
| Sykon Capital LLC | 0.99% | Reduce -26.0% | 59,234 | $2.8M |
| Certified Advisory Corp | 0.30% | Add +37.1% | 58,119 | $2.7M |
| VestGen Investment Management | 0.76% | Reduce -0.9% | 57,738 | $2.7M |
| Hancock Whitney Corp. | 0.09% | Add +0.6% | 57,438 | $2.7M |
| Prudent Man Advisors, LLC | 0.89% | Add +2.0% | 56,483 | $2.7M |
| Townsquare Capital LLC | 0.03% | Reduce -7.2% | 55,368 | $2.6M |
| Voya Investment Management LLC | 0.00% | New | 54,766 | $2.6M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -4.9% | 54,054 | $2.6M |
| Kowal Investment Group, LLC | 0.47% | Add +16.8% | 53,795 | $2.5M |
| Baker Avenue Asset Management, LP | 0.08% | Add +6.4% | 53,612 | $2.5M |
| Dynamic Wealth Strategies, LLC | 2.04% | Reduce -0.2% | 52,993 | $2.5M |
| Elevated Capital Advisors, LLC | 0.65% | Reduce -1.2% | 51,842 | $2.4M |
| Creative Planning | 0.00% | Reduce -5.4% | 51,175 | $2.4M |
| AdvisorNet Financial, Inc | 0.18% | Add +2.4% | 50,234 | $2.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.6% | 48,620 | $2.3M |
| Diversify Wealth Management, LLC | 0.22% | Add +33.1% | 49,822 | $2.3M |
| CGN Advisors LLC | 0.23% | Add +11.1% | 48,259 | $2.3M |
| Certus Wealth Management, LLC | 1.56% | Reduce -8.6% | 47,524 | $2.2M |
| WFA of San Diego, LLC | 1.89% | Add +22.7% | 47,309 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +0.7% | 47,158 | $2.2M |
| AlphaStar Capital Management, LLC | 0.17% | Reduce -1.4% | 46,379 | $2.2M |
| City State Bank | 0.77% | Reduce -6.7% | 44,837 | $2.1M |
| Signal Advisors Wealth, LLC | 0.30% | New | 44,729 | $2.1M |
| SignalPoint Asset Management, LLC | 0.49% | Add +54.5% | 44,591 | $2.1M |
| Bard Associates Inc. | 0.72% | Reduce -2.2% | 44,613 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +12.3% | 44,121 | $2.1M |
| Accurate Wealth Management, LLC | 0.41% | Add +32.1% | 44,157 | $2.1M |
| LifePlan Financial, LLC | 1.76% | Add +12.1% | 43,366 | $2.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -11.2% | 42,736 | $2.0M |
| Security Benefit Life Insurance Co. | 1.03% | No change | 42,700 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +21.2% | 42,443 | $2.0M |
| Ascent Group, LLC | 0.15% | Reduce -6.6% | 42,065 | $2.0M |
| TriaGen Wealth Management LLC | 0.66% | Add +3.5% | 41,589 | $2.0M |
| FWG Investments, LLC. | 1.67% | Add +0.9% | 40,983 | $1.9M |
| Old Mission Capital LLC | 0.04% | New | 39,717 | $1.9M |
| Comerica Bank | 0.01% | Reduce -7.0% | 39,441 | $1.9M |
| Fort Point Capital Partners LLC | 0.23% | Reduce -16.1% | 39,324 | $1.9M |
| Clifford Group, LLC | 1.43% | Add +0.3% | 38,850 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 37,728 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -87.5% | 37,592 | $1.8M |
| Semmax Financial Advisors Inc. | 0.48% | Add +5.9% | 38,635 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +12.2% | 36,854 | $1.7M |
| Petra Financial Advisors Inc. | 1.14% | New | 36,590 | $1.7M |
| Rothschild Wealth LLC | 0.51% | Add +14.3% | 36,058 | $1.7M |
| Arrowroot Family Office, LLC | 0.97% | Add +18.9% | 35,198 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +4.9% | 34,434 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.09% | Add +1.8% | 34,400 | $1.6M |
| AXS Investments LLC | 0.43% | New | 34,136 | $1.6M |
| Columbus Macro, LLC | 0.57% | Add +0.6% | 33,245 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.63% | Reduce -4.8% | 32,316 | $1.5M |
| Security Financial Services, INC. | 0.30% | Reduce -1.7% | 31,579 | $1.5M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 31,160 | $1.5M |
| Summit Wealth Group, LLC | 0.42% | Reduce -2.3% | 30,768 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | Add +26.6% | 30,125 | $1.4M |
| IVC Wealth Advisors LLC | 0.78% | Reduce -21.7% | 30,065 | $1.4M |
| RFG Advisory, LLC | 0.04% | Add +3.4% | 30,026 | $1.4M |
| Centurion Wealth Management LLC | 0.45% | — | 29,627 | $1.4M |
| Randall & Associates Wealth Management | 1.13% | New | 29,354 | $1.4M |
| Seneca Financial Advisors LLC | 0.66% | Add +5.0% | 28,868 | $1.4M |
| Alternative Investment Advisors, LLC. | 0.71% | Add +266.3% | 28,654 | $1.4M |
| Regal Investment Advisors LLC | 0.09% | Reduce -5.3% | 28,574 | $1.3M |
| Vise Technologies, Inc. | 0.17% | Reduce -17.2% | 28,521 | $1.3M |
| True North Advisors, LLC | 0.35% | Reduce -2.1% | 28,207 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +28.8% | 28,184 | $1.3M |
| Essential Planning, LLC. | 0.55% | Reduce -0.3% | 28,191 | $1.3M |
| Willow Creek Wealth Management Inc. | 0.14% | No change | 27,440 | $1.3M |
| Drucker Wealth 3.0, LLC | 0.31% | Reduce -11.9% | 27,269 | $1.3M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -9.2% | 25,978 | $1.2M |
| Hohimer Wealth Management, LLC | 0.26% | Add +0.8% | 25,684 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -13.9% | 25,071 | $1.2M |
| Prosperity Planning, Inc. | 0.52% | Reduce -0.6% | 24,902 | $1.2M |
| TFB Advisors LLC | 0.34% | Add +5.3% | 24,380 | $1.2M |
| Greenwood Capital Associates LLC | 0.14% | Reduce -0.2% | 23,583 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +1.9% | 23,524 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.45% | Add +17.7% | 23,155 | $1.1M |
| Lutz Financial Services LLC | 0.09% | No change | 22,817 | $1.1M |
| Stephens Inc. | 0.02% | Add +170.6% | 22,801 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.54% | Reduce -0.5% | 22,460 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Reduce -22.6% | 21,604 | $1.0M |
| Eagle Asset Management Inc. | 0.01% | Add +85.2% | 21,773 | $1000K |
| Merriman Wealth Management, LLC | 0.04% | Add +23.8% | 21,104 | $996K |
| Csenge Advisory Group | 0.05% | Add +78.0% | 21,234 | $987K |
| Crabel Capital Management, LLC | 0.69% | Add +52.3% | 20,890 | $986K |
| Ashton Thomas Securities, LLC | 0.19% | Add +2.4% | 20,828 | $983K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +12.7% | 19,525 | $922K |
| Accel Wealth Management | 0.34% | New | 19,234 | $908K |
| CoreCap Advisors, LLC | 0.04% | Add +680.6% | 19,078 | $901K |
| Geneos Wealth Management Inc. | 0.03% | Add +11.8% | 19,022 | $898K |
| Sonora Investment Management Group, LLC | 0.07% | New | 18,688 | $882K |
| Disciplined Investments, LLC | 0.43% | Reduce -7.2% | 18,445 | $871K |
| Westfuller Advisors, LLC | 0.62% | — | 18,339 | $866K |
| Global Retirement Partners, LLC | 0.03% | Add +9.7% | 18,083 | $854K |
| Citizens Financial Group Inc. | 0.02% | Reduce -6.7% | 17,999 | $850K |
| Cary Street Partners Asset Management LLC | 0.11% | Add +8.3% | 17,621 | $832K |
| Maripau Wealth Management LLC | 0.72% | Reduce -9.8% | 17,601 | $831K |
| Annapolis Financial Services, LLC | 0.25% | Reduce -21.1% | 17,563 | $829K |
| HT Partners LLC | 0.29% | Add +2.6% | 17,376 | $820K |
| Global Financial Private Client, LLC | 0.32% | No change | 17,209 | $812K |
| PAX Financial Group, LLC | 0.14% | Reduce -15.9% | 16,877 | $797K |
| New Century Financial Group, LLC | 0.29% | Add +7.2% | 16,798 | $793K |
| FSA Advisors, Inc. | 0.78% | Reduce -8.9% | 16,679 | $781K |
| Thrive Capital Management, LLC | 0.37% | Add +11.7% | 16,544 | $781K |
| Wesbanco Bank Inc. | 0.03% | Add +2.6% | 16,427 | $776K |
| Tolleson Wealth Management, Inc. | 0.14% | No change | 15,915 | $751K |
| Inspire Advisors, LLC | 0.09% | Add +23.1% | 15,872 | $749K |
| &partners | 0.01% | New | 16,231 | $748K |
| FMR LLC | 0.00% | Add +17.2% | 15,647 | $739K |
| Sigma Planning Corp | 0.02% | Add +6.3% | 15,469 | $730K |
| Transatlantique Private Wealth LLC | 0.28% | Reduce -71.8% | 15,426 | $728K |
| Ridgewood Investments LLC | 0.36% | Add +1.1% | 15,346 | $724K |
| Kovack Advisors, Inc. | 0.07% | Add +4.1% | 14,987 | $708K |
| Financial Advocates Investment Management | 0.04% | Add +0.1% | 14,742 | $696K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -1.7% | 14,581 | $688K |
| Aveo Capital Partners, LLC | 0.07% | Add +14.7% | 14,557 | $687K |
| Rockland Trust Co. | 0.03% | Reduce -5.8% | 14,258 | $673K |
| Graypoint LLC | 0.04% | Add +30.3% | 14,232 | $672K |
| Western Wealth Management, LLC | 0.04% | Add +63.7% | 14,080 | $665K |
| Peterson Financial Group, Inc. | 2.55% | Reduce -8.1% | 14,057 | $664K |
| Argent Trust Co | 0.03% | Reduce -29.5% | 13,805 | $652K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -36.3% | 13,772 | $649K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -36.4% | 13,713 | $647K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.8% | 13,689 | $646K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +2.8% | 13,439 | $634K |
| Advisory Services Network, LLC | 0.01% | No change | 13,574 | $616K |
| Marcum Wealth, LLC | 0.06% | Reduce -18.1% | 12,923 | $610K |
| Seelaus Asset Management LLC | 0.56% | Add +22.4% | 12,722 | $601K |
| IFP Advisors, Inc | 0.02% | Add +162.8% | 12,722 | $601K |
| Kingsview Wealth Management, LLC | 0.01% | New | 12,709 | $600K |
| Level Four Advisory Services, LLC | 0.02% | Add +23.9% | 12,875 | $590K |
| Shufro Rose & Co. LLC | 0.05% | No change | 12,729 | $578K |
| Koshinski Asset Management, Inc. | 0.05% | Add +0.1% | 12,087 | $571K |
| Corient Private Wealth LP | 0.00% | Add +131.3% | 12,018 | $567K |
| Continuum Advisory, LLC | 0.07% | Add +19.8% | 12,434 | $567K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -32.5% | 11,965 | $565K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -25.4% | 11,831 | $559K |
| World Investment Advisors | 0.02% | Add +61.0% | 11,796 | $557K |
| United Advisor Group, LLC | 0.12% | Add +86.6% | 11,644 | $550K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.2% | 11,558 | $546K |
| Verus Capital Partners, LLC | 0.05% | Reduce -43.6% | 11,398 | $538K |
| Cambridge Advisors Inc. | 0.12% | No change | 11,201 | $529K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -10.2% | 11,106 | $524K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +1.8% | 10,843 | $512K |
| Summit Global Investments | 0.03% | Reduce -0.6% | 10,818 | $511K |
| LifePlan Investment Advisors, Inc. | 0.33% | Add +23.9% | 10,774 | $509K |
| Balboa Wealth Partners | 0.13% | Reduce -0.8% | 10,701 | $505K |
| Advisors Asset Management, Inc. | 0.01% | Add +56.1% | 10,663 | $503K |
| Lifeworks Advisors, LLC | 0.10% | New | 10,595 | $500K |
| Southland Equity Partners LLC | 0.12% | Add +1.1% | 10,417 | $492K |
| PFG Investments, LLC | 0.03% | New | 10,405 | $491K |
| Ignite Planners, LLC | 0.11% | Add +7.3% | 10,378 | $490K |
| Cwm, LLC | 0.00% | Reduce -11.1% | 10,291 | $486K |
| Trust Point Inc. | 0.04% | Add +24.3% | 10,211 | $482K |
| Larson Financial Group LLC | 0.03% | Add +15.9% | 10,171 | $480K |
| Lloyd Advisory Services, LLC. | 0.23% | Add +1.0% | 10,132 | $478K |
| Absolute Capital Management, LLC | 0.28% | Add +51.0% | 9,977 | $471K |
| Park Avenue Securities LLC | 0.01% | Reduce -15.0% | 9,922 | $468K |
| Hilltop Holdings Inc. | 0.03% | New | 9,873 | $466K |
| Kelly Financial Services LLC | 0.17% | Add +0.3% | 9,850 | $465K |
| LongView Wealth Management | 0.15% | Add +1.6% | 9,836 | $464K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -2.0% | 9,786 | $463K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.5% | 9,565 | $452K |
| Braun-Bostich & Associates Inc. | 0.31% | Reduce -32.3% | 9,372 | $442K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -30.5% | 9,214 | $435K |
| Tran Capital Management, L.P. | 0.05% | No change | 9,179 | $433K |
| Whittier Trust Co. | 0.01% | No change | 9,061 | $428K |
| Etesian Wealth Advisors, Inc. | 0.19% | New | 9,003 | $425K |
| LifePro Asset Management | 0.26% | Add +0.0% | 8,925 | $421K |
| Redwood Financial Network Corp | 0.33% | Reduce -7.0% | 8,851 | $418K |
| Lanark Financial, Inc. | 0.03% | Reduce -3.7% | 8,708 | $411K |
| Cultivar Capital, Inc. | 0.33% | No change | 8,560 | $404K |
| WT Wealth Management | 0.13% | Reduce -44.2% | 8,674 | $403K |
| SIMA Wealth Partners, LLC | 0.35% | Reduce -0.0% | 8,521 | $402K |
| Meridian Wealth Partners, LLC | 0.06% | No change | 8,485 | $401K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.7% | 8,398 | $396K |
| Shayne & Jacobs, LLC | 0.10% | Add +8.1% | 8,390 | $396K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.3% | 8,317 | $393K |
| Redwood Investment Management, LLC | 0.03% | Add +0.8% | 8,263 | $390K |
| Integrated Wealth Concepts LLC | 0.00% | Add +28.1% | 8,167 | $386K |
| Pitcairn Co. | 0.02% | No change | 7,988 | $377K |
| West Michigan Advisors, LLC | 0.11% | New | 7,903 | $373K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.0% | 7,861 | $371K |
| Belpointe Asset Management LLC | 0.02% | Add +29.6% | 7,833 | $370K |
| Bremer Bank National Association | 0.07% | No change | 7,674 | $362K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 7,666 | $362K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -17.0% | 7,534 | $356K |
| Ellis Investment Partners, LLC | 0.07% | New | 7,512 | $355K |
| Franklin Resources Inc. | 0.00% | Add +2.2% | 7,627 | $354K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -20.1% | 7,488 | $354K |
| Brighton Jones LLC | 0.01% | No change | 7,486 | $353K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.6% | 7,442 | $351K |
| Cooper Financial Group | 0.05% | Reduce -15.3% | 7,400 | $349K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.7% | 7,234 | $342K |
| Spire Wealth Management | 0.01% | Add +22.8% | 7,211 | $340K |
| REAP Financial Group, LLC | 0.08% | Reduce -26.6% | 7,201 | $340K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -10.1% | 7,163 | $338K |
| Boyd Watterson Asset Management LLC | 0.09% | Reduce -10.8% | 7,030 | $332K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +9.1% | 6,894 | $325K |
| Orleans Capital Management Corp. | 0.18% | New | 6,850 | $323K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 6,763 | $319K |
| SageView Advisory Group, LLC | 0.02% | New | 6,755 | $319K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 6,753 | $319K |
| HRT Financial LP | 0.00% | New | 6,694 | $316K |
| Acas, LLC | 0.26% | No change | 6,618 | $312K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +1.0% | 6,588 | $311K |
| Lockerman Financial Group, Inc. | 0.52% | Reduce -4.9% | 6,489 | $306K |
| Barrett & Company, Inc. | 0.13% | Add +1.4% | 6,425 | $303K |
| AA Financial Advisors, LLC | 0.09% | Add +0.4% | 6,397 | $302K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -4.7% | 6,231 | $294K |
| Richardson Financial Services Inc. | 0.19% | Add +59.8% | 6,360 | $293K |
| IHT Wealth Management, LLC | 0.01% | New | 6,177 | $292K |
| Guidance Capital, Inc. | 0.09% | Add +20.8% | 6,258 | $291K |
| Accretive Wealth Partners, LLC | 0.12% | Reduce -19.1% | 6,132 | $289K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 6,120 | $289K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -11.5% | 6,047 | $285K |
| Trilogy Capital Inc. | 0.01% | Add +1.1% | 6,020 | $284K |
| Two Sigma Securities, LLC | 0.02% | New | 5,975 | $282K |
| Rogco, LP | 0.11% | Reduce -28.2% | 5,952 | $281K |
| Modern Wealth Management, LLC | 0.02% | Reduce -3.7% | 5,927 | $280K |
| Clean Yield Group | 0.09% | Reduce -3.3% | 5,895 | $278K |
| Vantage Financial Partners, LLC | 0.07% | Add +0.8% | 5,884 | $278K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.2% | 5,862 | $277K |
| Gilbert & Cook, Inc. | 0.04% | Add +13.6% | 5,851 | $276K |
| Financial Counselors Inc. | 0.00% | New | 5,743 | $271K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +24.8% | 5,683 | $268K |
| Continental Investors Services, Inc. | 0.55% | Add +11.4% | 5,659 | $267K |
| HUB Investment Partners, LLC | 0.01% | Reduce -7.2% | 5,550 | $262K |
| Delta Financial Group, Inc. | 0.10% | Reduce -17.0% | 5,558 | $262K |
| Financial Life Advisors | 0.10% | No change | 5,534 | $261K |
| Patten & Patten Inc. | 0.02% | No change | 5,523 | $261K |
| Pacific Financial Group Inc. | 0.19% | Reduce -2.0% | 5,491 | $259K |
| Insigneo Advisory Services, LLC | 0.03% | Add +28.0% | 5,476 | $259K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,452 | $257K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -7.7% | 5,445 | $257K |
| Proactive Wealth Strategies LLC | 0.14% | — | 5,454 | $257K |
| Private Trust Co. NA | 0.03% | Add +45.3% | 5,427 | $256K |
| Nwam LLC | 0.01% | New | 5,149 | $243K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 5,137 | $243K |
| Trivium Point Advisory, LLC | 0.03% | New | 5,314 | $242K |
| Archer Investment Corp | 0.06% | Add +21.9% | 5,067 | $239K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.1% | 5,067 | $239K |
| Integrated Advisors Network LLC | 0.01% | Reduce -0.7% | 5,041 | $238K |
| Compound Planning, Inc. | 0.01% | New | 5,041 | $238K |
| Pinion Investment Advisors, LLC | 0.10% | Add +9.8% | 4,893 | $231K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -19.4% | 4,891 | $231K |
| Transform Wealth, LLC | 0.02% | Add +8.0% | 4,829 | $228K |
| Good Life Advisors, LLC | 0.01% | New | 4,828 | $228K |
| Alpha Financial Partners LLC | 0.16% | New | 4,783 | $226K |
| Ehrlich Financial Group | 0.16% | New | 4,783 | $226K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -3.3% | 4,637 | $219K |
| Citadel Advisors | 0.00% | New | 4,604 | $217K |
| Successful Portfolios LLC | 0.14% | New | 4,528 | $214K |
| Twin City Private Wealth, LLC | 0.18% | New | 4,465 | $211K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 4,445 | $210K |
| Caitlin John, LLC | 0.13% | Reduce -0.2% | 4,594 | $210K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -14.7% | 4,429 | $209K |
| Lake Street Advisors Group, LLC | 0.01% | New | 4,389 | $207K |
| Moneco Advisors, LLC | 0.03% | New | 4,337 | $205K |
| Lokken Investment Group LLC | 0.08% | New | 4,283 | $202K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,937 | $186K |
| Raleigh Capital Management Inc. | 0.07% | Add +3.0% | 3,843 | $181K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.7% | 3,542 | $167K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -8.0% | 3,289 | $155K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,161 | $149K |
| Blair William & Co. | 0.00% | Reduce -25.3% | 3,073 | $145K |
| Wells Financial Advisors INC | 0.19% | Reduce -86.7% | 2,952 | $139K |
| Pineridge Advisors LLC | 0.05% | Add +20.4% | 2,904 | $137K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -41.2% | 2,776 | $128K |
| Empirical Asset Management, LLC | 0.05% | Add +0.7% | 37,683 | $127K |
| Montag A & Associates Inc. | 0.01% | No change | 2,671 | $126K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -26.1% | 2,605 | $123K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,482 | $117K |
| Centennial Bank | 0.05% | Add +875.2% | 2,360 | $111K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -28.5% | 2,333 | $110K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.2% | 2,262 | $107K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -1.9% | 2,175 | $103K |
| CIBC Private Wealth Group LLC | 0.00% | Add +95.6% | 2,138 | $101K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.3% | 2,065 | $97K |
| Winthrop Capital Management, LLC | 0.05% | No change | 2,064 | $97K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $94K |
| Avior Wealth Management, LLC | 0.00% | Reduce -48.8% | 1,819 | $86K |
| Tucker Asset Management LLC | 0.02% | Add +4.8% | 1,809 | $85K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +34.1% | 1,806 | $85K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.9% | 1,508 | $71K |
| Founders Financial Alliance, LLC | 0.02% | New | 1,508 | $71K |
| First PREMIER Bank | 0.02% | Add +214.5% | 1,478 | $70K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,455 | $69K |
| Cape Investment Advisory, Inc. | 0.03% | Add +22.0% | 1,364 | $64K |
| Oarsman Capital, Inc. | 0.01% | New | 1,337 | $63K |
| City Holding Co. | 0.01% | No change | 1,313 | $62K |
| Parallel Advisors, LLC | 0.00% | No change | 1,261 | $60K |
| Operose Advisors LLC | 0.02% | Add +1207.3% | 1,255 | $59K |
| Mfa Wealth Advisors, LLC | 0.01% | No change | 1,200 | $57K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 1,199 | $57K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $49K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -48.0% | 1,028 | $49K |
| Rosenberg Matthew Hamilton | 0.01% | Add +7.3% | 984 | $46K |
| Frazier Financial Advisors, LLC | 0.04% | Add +10.9% | 964 | $46K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 953 | $45K |
| Castleview Partners, LLC | 0.02% | Add +531.9% | 872 | $41K |
| Investors Research Corp | 0.01% | No change | 744 | $35K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 736 | $35K |
| Truvestments Capital LLC | 0.01% | New | 736 | $35K |
| Fifth Third Bancorp | 0.00% | Reduce -23.4% | 673 | $32K |
| Mechanics Financial Corp | 0.01% | Reduce -48.9% | 640 | $30K |
| Asset Dedication, LLC | 0.00% | No change | 565 | $27K |
| Headlands Technologies LLC | 0.00% | New | 557 | $26K |
| NFSG Corp | 0.01% | No change | 554 | $26K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +35.0% | 528 | $25K |
| Bangor Savings Bank | 0.00% | Add +23.2% | 520 | $25K |
| First Command Advisory Services, Inc. | 0.00% | No change | 501 | $24K |
| Marquette Asset Management, LLC | 0.00% | New | 467 | $22K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -7.0% | 465 | $22K |
| Howe & Rusling Inc. | 0.00% | Reduce -78.5% | 447 | $21K |
| MCF Advisors LLC | 0.00% | Reduce -0.5% | 445 | $21K |
| American National Bank & Trust | 0.00% | No change | 441 | $21K |
| Citigroup Inc. | 0.00% | Reduce -48.6% | 433 | $20K |
| GoalVest Advisory LLC | 0.01% | New | 426 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 409 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 403 | $19K |
| Sound Income Strategies, LLC | 0.00% | Add +21.7% | 387 | $18K |
| National Bank of Canada | 0.00% | Reduce -74.4% | 375 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 363 | $17K |
| Rise Advisors, LLC | 0.01% | Reduce -88.5% | 299 | $14K |
| LRI Investments, LLC | 0.00% | No change | 306 | $14K |
| GeoWealth Management, LLC | 0.00% | Add +27.9% | 289 | $14K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 278 | $13K |
| Planned Solutions, Inc. | 0.00% | New | 256 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | Add +24.3% | 256 | $12K |
| Key Financial Inc | 0.00% | No change | 228 | $11K |
| Sandy Spring Bank | 0.00% | Add +740.7% | 227 | $11K |
| Eastern Bank | 0.00% | New | 225 | $11K |
| WealthShield Partners, LLC | 0.00% | No change | 209 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +542.4% | 212 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -7.3% | 189 | $9K |
| Stephens Consulting, LLC | 0.00% | Reduce -26.2% | 189 | $9K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 176 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 173 | $8K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 173 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 160 | $8K |
| NorthRock Partners, LLC | 0.00% | Reduce -41.1% | 159 | $8K |
| Beacon Capital Management, LLC | 0.00% | No change | 157 | $7K |
| Global Trust Asset Management, LLC | 0.00% | No change | 156 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| Integrity Financial Corp | 0.00% | Add +1063.6% | 128 | $6K |
| BNP Paribas Financial Markets | 0.00% | New | 128 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 127 | $6K |
| Element Wealth, LLC | 0.00% | No change | 122 | $6K |
| Tidemark, LLC | 0.00% | Add +1.0% | 100 | $5K |
| Wiser Advisor Group LLC | 0.01% | Add +1.0% | 100 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 90 | $4K |
| Private Capital Management LLC | 0.00% | New | 89 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 89 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 89 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -58.0% | 86 | $4K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 83 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -97.8% | 81 | $4K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| ORG Partners LLC | 0.00% | No change | 64 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -29.2% | 63 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $3K |
| Sachetta, LLC | 0.00% | No change | 59 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 63 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.4% | 42 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 38 | $2K |
| Bokf, NA | 0.00% | New | 37 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -59.5% | 32 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +275.0% | 30 | $1K |
| Talon Private Wealth, LLC | 0.00% | — | 25 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -21.4% | 22 | $1K |
| Avion Wealth | 0.00% | Reduce -91.4% | 36 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $991 |
| Sage Mountain Advisors LLC | 0.00% | New | 20 | $944 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 18 | $850 |
| Peachtree Investment Partners, LLC | 0.00% | New | 7 | $330 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7 | $330 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $207 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $94 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.