Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q4 2024 (December 31)631holders +39
65new positions
54sold out
1famous investor
$45.36avg. 13F price*
At the end of Q4 2024, 631 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 39 from Q3 2024. 65 opened new positions and 54 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.2B), Bank of America Corp. ($3.3B) and JPMorgan Chase & Co. ($2.1B). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $264.9M |
| Exits | 54 | $70.7M |
All 13F filers, Q3 2024 → Q4 2024: 59,434,733 shares bought and 15,043,712 shares sold, net +44,391,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 631 holders
| Charles Schwab Investment Management Inc. | 0.96% | Reduce -4.5% | 115,284,075 | $5.2B |
| Bank of America Corp. | 0.31% | Add +6.1% | 73,174,421 | $3.3B |
| JPMorgan Chase & Co. | 0.17% | Add +442.0% | 46,510,374 | $2.1B |
| Envestnet Asset Management Inc. | 0.29% | Reduce -0.1% | 19,859,857 | $900.4M |
| Bank of New York Mellon Corp | 0.09% | Add +1.7% | 10,292,783 | $466.7M |
| Assetmark, Inc. | 1.00% | Add +6.2% | 8,115,991 | $368.0M |
| Wells Fargo & Company | 0.08% | Reduce -11.7% | 7,057,114 | $320.0M |
| LPL Financial LLC | 0.11% | Add +16.7% | 6,047,503 | $274.2M |
| Stifel Financial Corp. | 0.27% | Add +0.7% | 5,664,014 | $256.8M |
| Ameriprise Financial Inc. | 0.06% | Add +14.4% | 5,112,685 | $231.8M |
| Raymond James Financial Inc. | 0.07% | — | 4,409,990 | $199.9M |
| Morgan Stanley | 0.01% | Add +9.1% | 4,362,311 | $197.8M |
| Envestnet Portfolio Solutions, Inc. | 0.58% | Add +1.5% | 3,898,004 | $176.7M |
| TD Private Client Wealth LLC | 4.59% | Add +11.0% | 3,617,793 | $164.0M |
| Lincoln National Corp. | 5.04% | Add +5.8% | 3,456,910 | $156.7M |
| Morningstar Investment Management LLC | 9.17% | New | 2,564,973 | $116.3M |
| Keybank National Association | 0.40% | Add +4.6% | 2,296,423 | $104.1M |
| NorthCoast Asset Management LLC | 0.47% | Add +3.8% | 2,114,301 | $95.9M |
| Financial Engines Advisors L.L.C. | 0.19% | Add +41.0% | 2,017,172 | $91.5M |
| Essential Planning, LLC. | 0.50% | Add +5824.1% | 1,670,069 | $76.8M |
| Castleark Management LLC | 2.54% | New | 1,609,080 | $73.0M |
| Acropolis Investment Management, LLC | 4.28% | Add +2.3% | 1,599,764 | $72.5M |
| Clearstead Advisors, LLC | 1.05% | Add +48059.8% | 1,522,333 | $69.0M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 1,452,394 | $65.9M |
| Valmark Advisers, Inc. | 0.95% | Add +1.2% | 1,353,930 | $61.4M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -2.4% | 1,219,280 | $55.3M |
| Ally Invest Advisors Inc. | 4.65% | Add +5.1% | 1,183,604 | $53.7M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +44.5% | 1,122,351 | $50.9M |
| Executive Wealth Management, LLC | 3.98% | Add +2.7% | 1,120,199 | $50.8M |
| First Interstate Bank | 3.04% | Add +7.8% | 1,108,863 | $50.3M |
| Advisory Alpha, LLC | 1.71% | Add +5.8% | 1,056,401 | $47.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -10.4% | 954,089 | $43.3M |
| AE Wealth Management LLC | 0.37% | Add +2.4% | 951,458 | $43.1M |
| Bank of Hawaii | 2.35% | Reduce -57.7% | 938,164 | $42.5M |
| Bell Investment Advisors, Inc | 7.52% | Add +1.0% | 887,248 | $40.2M |
| UBS Group AG | 0.01% | Reduce -5.1% | 872,878 | $39.6M |
| First Financial Bankshares Inc | 0.84% | Reduce -0.3% | 860,651 | $39.0M |
| Cetera Investment Advisers | 0.08% | Add +3.1% | 841,589 | $38.2M |
| HighTower Advisors, LLC | 0.05% | Add +19.1% | 837,896 | $38.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.57% | Reduce -0.7% | 818,949 | $37.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Reduce -4.4% | 806,700 | $36.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +1.1% | 786,825 | $35.7M |
| Deutsche Bank AG | 0.01% | No change | 780,000 | $35.4M |
| Osaic Holdings, Inc. | 0.08% | Reduce -0.9% | 775,232 | $35.2M |
| Kestra Investment Management, LLC | 1.38% | Add +19.5% | 775,541 | $35.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +281.6% | 767,122 | $34.8M |
| 1832 Asset Management L.P. | 0.06% | Add +0.4% | 754,863 | $34.2M |
| Evergreen Advisors, LLC | 7.87% | Add +14.9% | 634,610 | $28.8M |
| BlueStem Wealth Partners, LLC | 3.66% | — | 615,462 | $27.9M |
| Pallas Capital Advisors LLC | 1.19% | Add +0.4% | 611,565 | $27.7M |
| MA Private Wealth | 5.00% | Add +2.9% | 590,341 | $26.8M |
| Parkside Advisors LLC | 5.95% | Add +5.7% | 556,905 | $25.3M |
| MML Investors Services, LLC | 0.08% | Reduce -2.7% | 542,732 | $24.6M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Add +33.1% | 542,617 | $24.6M |
| Power Wealth Management LLC | 10.18% | Add +6.7% | 537,799 | $24.4M |
| Intelligence Driven Advisers, LLC | 4.54% | Reduce -15.0% | 532,233 | $24.1M |
| Orion Porfolio Solutions, LLC | 0.24% | Add +5.7% | 528,522 | $24.0M |
| Orion Portfolio Solutions, LLC | 0.24% | Add +5.7% | 528,522 | $24.0M |
| Evergreen Capital Management LLC | 0.78% | Reduce -4.8% | 527,755 | $23.9M |
| Truist Financial Corp. | 0.04% | Add +4.3% | 517,974 | $23.5M |
| HBK Sorce Advisory LLC | 0.68% | Add +34.1% | 498,755 | $22.6M |
| Manning & Napier Advisors LLC | 0.25% | Reduce -0.4% | 487,323 | $22.1M |
| St Germain D J Co. Inc. | 0.99% | Add +5.7% | 480,708 | $21.8M |
| Morningstar Investment Services LLC | 1.98% | Reduce -86.7% | 480,278 | $21.8M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +6.5% | 474,983 | $21.5M |
| US Bancorp \de | 0.03% | Reduce -0.2% | 469,505 | $21.3M |
| Zurich Insurance Group Ltd | 0.17% | No change | 467,648 | $21.2M |
| Jaffetilchin Investment Partners, LLC | 1.46% | Add +4.4% | 443,637 | $20.1M |
| Allworth Financial LP | 0.11% | Reduce -5.2% | 423,980 | $19.2M |
| 1607 Capital Partners, LLC | 1.51% | Add +80.8% | 415,055 | $18.8M |
| Merit Financial Group, LLC | 0.31% | Add +14.1% | 375,478 | $17.0M |
| Capital Insight Partners, LLC | 2.83% | Add +6.9% | 361,723 | $16.4M |
| Quantum Financial Advisors, LLC | 2.40% | Add +5.3% | 347,025 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.3% | 346,497 | $15.7M |
| RKL Wealth Management LLC | 1.39% | Add +5.6% | 344,507 | $15.6M |
| Sanctuary Advisors, LLC | 0.10% | Add +14.3% | 336,925 | $15.4M |
| CreativeOne Wealth, LLC | 0.46% | Add +3.6% | 332,871 | $15.1M |
| United Asset Strategies, Inc. | 1.38% | Add +24.2% | 330,999 | $15.0M |
| Staley Capital Advisers Inc. | 0.66% | Add +2.3% | 327,700 | $14.9M |
| Whitcomb & Hess, Inc. | 4.54% | Add +0.4% | 324,011 | $14.7M |
| Windward Private Wealth Management Inc. | 5.60% | Add +1.9% | 316,756 | $14.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -15.1% | 316,604 | $14.4M |
| Proffitt & Goodson Inc. | 2.35% | Reduce -1.0% | 312,215 | $14.2M |
| NewEdge Advisors, LLC | 0.08% | Add +12.7% | 311,494 | $14.1M |
| Hamilton Capital, LLC | 1.07% | Reduce -1.7% | 309,160 | $14.0M |
| Obsidian Cio, LLC | 2.36% | Add +7.9% | 284,831 | $12.9M |
| Robinswood Financial LLC | 4.87% | Add +1.3% | 284,150 | $12.9M |
| Money Design Co.,Ltd. | 0.66% | Reduce -9.7% | 283,764 | $12.9M |
| Courier Capital LLC | 0.88% | Reduce -16.5% | 281,016 | $12.7M |
| Vectors Research Management, LLC | 4.27% | Reduce -11.8% | 276,447 | $12.5M |
| Atria Investments, Inc | 0.16% | Reduce -6.2% | 276,162 | $12.5M |
| Betterment LLC | 0.03% | Add +5.1% | 272,759 | $12.4M |
| Family CFO Inc | 6.54% | Add +11.8% | 261,968 | $11.9M |
| First National Trust Co | 0.44% | Add +13.7% | 260,068 | $11.8M |
| Private Advisor Group, LLC | 0.06% | Add +7.7% | 250,094 | $11.3M |
| Alps Advisors Inc. | 0.07% | Add +2.8% | 246,323 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -29.3% | 244,375 | $11.1M |
| FLC Capital Advisors | 2.55% | Add +2.7% | 244,175 | $11.1M |
| Bell Bank | 0.80% | New | 236,609 | $10.7M |
| EverSource Wealth Advisors, LLC | 0.60% | Add +6.2% | 236,561 | $10.7M |
| First American Trust, FSB | 1.06% | Add +22.1% | 234,958 | $10.7M |
| Kingdom Financial Group LLC. | 7.25% | Reduce -5.9% | 234,022 | $10.6M |
| Clark Asset Management, LLC | 1.95% | Add +12.9% | 229,748 | $10.4M |
| Hobart Private Capital, LLC | 2.51% | Add +6.3% | 223,217 | $10.1M |
| Strategic Blueprint, LLC | 0.60% | Add +3.6% | 220,658 | $10.0M |
| Sensible Financial Planning & Management, LLC. | 2.02% | Add +10.6% | 215,351 | $9.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +9.8% | 210,431 | $9.5M |
| Cravens & Co Advisors, LLC | 7.26% | Add +4.2% | 210,213 | $9.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +37.1% | 208,728 | $9.5M |
| Composition Wealth, LLC | 0.19% | Add +19.1% | 208,724 | $9.5M |
| Bessemer Group Inc. | 0.02% | Add +33.5% | 208,322 | $9.4M |
| 1834 Investment Advisors Co. | 1.19% | Add +6.5% | 208,051 | $9.4M |
| Employees' Retirement Fund of the City of Fort Worth | 4.23% | New | 20,000 | $9.1M |
| Websterrogers Financial Advisors, LLC | 3.12% | Add +1.5% | 198,268 | $9.0M |
| Sequoia Financial Advisors, LLC | 0.09% | Add +172.5% | 198,171 | $9.0M |
| Level Financial Advisors | 3.22% | Add +6.9% | 193,565 | $8.8M |
| WNY Asset Management, LLC | 1.08% | Add +2.6% | 192,589 | $8.7M |
| SeaBridge Investment Advisors LLC | 1.82% | Reduce -8.0% | 191,990 | $8.7M |
| Zacks Investment Management | 0.08% | Add +3.3% | 191,872 | $8.7M |
| Pathstone Holdings, LLC | 0.04% | Add +13.4% | 191,306 | $8.7M |
| Old National Bancorp | 0.20% | Add +28.1% | 190,593 | $8.6M |
| Obsidian Personal Planning Solutions LLC | 4.09% | Add +8.7% | 186,101 | $8.5M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Add +0.2% | 182,906 | $8.3M |
| Onyx Bridge Wealth Group LLC | 1.17% | Add +71.2% | 179,483 | $8.1M |
| Strategic Investment Advisors / MI | 0.85% | Add +7.8% | 177,547 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -13.0% | 174,998 | $8.0M |
| Global Wealth Strategies & Associates | 2.48% | Add +6.5% | 175,183 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +22.5% | 172,957 | $7.8M |
| Evolution Advisers, Inc. | 4.15% | Reduce -11.5% | 167,394 | $7.6M |
| Sovereign Investment Advisors, LLC | 2.21% | Add +1.3% | 163,991 | $7.4M |
| Proquility Private Wealth Partners, LLC | 2.39% | Reduce -3.3% | 163,522 | $7.4M |
| Seed Wealth Management, Inc. | 5.85% | Reduce -2.6% | 159,835 | $7.2M |
| Pinnacle Wealth Management Group, Inc. | 4.36% | Add +8.8% | 154,558 | $7.0M |
| Howard Bailey Securities, LLC | 2.59% | Add +3.2% | 153,808 | $7.0M |
| ONE Advisory Partners, LLC | 3.04% | Add +6.6% | 151,284 | $6.9M |
| Invesco Ltd. | 0.00% | Reduce -59.5% | 148,747 | $6.7M |
| Diversify Advisory Services, LLC | 0.37% | Add +3.3% | 149,921 | $6.7M |
| Ullmann Wealth Partners Group, LLC | 0.86% | Reduce -5.3% | 147,772 | $6.7M |
| Bay Harbor Wealth Management, LLC | 2.14% | Reduce -1.5% | 145,725 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.5% | 144,461 | $6.5M |
| Freedom Investment Management, Inc. | 0.54% | Add +3.3% | 144,039 | $6.5M |
| VCI Wealth Management LLC | 2.77% | Reduce -21.4% | 143,735 | $6.5M |
| Prospera Financial Services Inc | 0.15% | New | 141,204 | $6.4M |
| Savvy Advisors, Inc. | 0.77% | Add +29.5% | 140,468 | $6.4M |
| Mendota Financial Group, LLC | 4.11% | Reduce -20.3% | 139,845 | $6.3M |
| Mutual Advisors, LLC | 0.18% | Reduce -4.2% | 138,814 | $6.3M |
| SWP Financial LLC | 3.73% | New | 136,330 | $6.2M |
| Smartleaf Asset Management LLC | 0.62% | Add +14.6% | 133,900 | $6.1M |
| PFG Advisors | 0.37% | Reduce -4.9% | 133,186 | $6.0M |
| SigFig Wealth Management, LLC | 0.22% | Add +3.0% | 133,053 | $6.0M |
| Diversified Portfolios, Inc. | 0.66% | New | 133,009 | $6.0M |
| Mather Group, Llc. | 0.08% | Reduce -10.1% | 132,362 | $6.0M |
| Center For Asset Management LLC | 3.63% | Reduce -5.6% | 123,762 | $5.6M |
| CW Advisors, LLC | 0.08% | Add +60.9% | 122,204 | $5.5M |
| Premier Path Wealth Partners, LLC | 0.83% | Add +4.6% | 120,253 | $5.5M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +5.6% | 119,782 | $5.4M |
| Federated Hermes, Inc. | 0.01% | Reduce -41.8% | 117,220 | $5.3M |
| Parker Financial LLC | 2.60% | Add +0.6% | 116,512 | $5.3M |
| Forthright Family Wealth Advisory LLC | 3.42% | Reduce -7.4% | 116,092 | $5.3M |
| Aspire Private Capital, LLC | 1.30% | Reduce -1.8% | 115,717 | $5.2M |
| Marion Wealth Management | 1.38% | Add +3.7% | 114,918 | $5.2M |
| Parr McKnight Wealth Management Group, LLC | 0.74% | — | 113,446 | $5.1M |
| SWS Partners | 1.54% | Add +11.8% | 112,026 | $5.1M |
| Chandler Asset Management, Inc. | 0.97% | Add +13.3% | 111,800 | $5.1M |
| Principal Securities, Inc. | 0.11% | Reduce -13.8% | 107,734 | $4.9M |
| Unison Advisors LLC | 0.58% | Add +5.3% | 106,822 | $4.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.39% | Add +1.6% | 106,324 | $4.8M |
| HSBC Holdings PLC | 0.00% | Reduce -2.3% | 106,095 | $4.8M |
| Fisher Asset Management | 0.00% | Add +34.1% | 104,742 | $4.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.2% | 103,379 | $4.7M |
| Columbus Macro, LLC | 0.64% | Add +205.3% | 101,513 | $4.6M |
| Beverly Hills Private Wealth, LLC | 0.93% | Reduce -3.3% | 100,581 | $4.6M |
| Blue Trust, Inc. | 0.06% | Reduce -20.5% | 100,548 | $4.6M |
| Horizon Financial Services, LLC | 2.54% | Add +9.9% | 99,434 | $4.5M |
| OneAscent Financial Services LLC | 0.38% | New | 98,886 | $4.5M |
| Brookstone Capital Management | 0.07% | Add +5.4% | 98,820 | $4.5M |
| Consolidated Portfolio Review Corp | 0.68% | Add +13.4% | 94,290 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -78.3% | 93,196 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -0.7% | 88,743 | $4.0M |
| Sage Rhino Capital LLC | 0.88% | Add +29.7% | 88,466 | $4.0M |
| Elevated Capital Advisors, LLC | 1.09% | Add +70.1% | 88,192 | $4.0M |
| Security Benefit Life Insurance Co. | 1.30% | Add +102.9% | 86,630 | $3.9M |
| First Financial Bank - Trust Division | 0.37% | Add +5.5% | 86,599 | $3.9M |
| Oak Hill Wealth Advisors, LLC | 0.94% | — | 86,581 | $3.9M |
| Sovereign Financial Group, Inc. | 0.90% | Reduce -1.4% | 86,121 | $3.9M |
| Financial Gravity Companies, Inc. | 0.88% | Add +9.4% | 85,233 | $3.9M |
| First Hawaiian Bank | 0.13% | Add +3.5% | 84,669 | $3.8M |
| Hilltop Partners LLC | 1.30% | Add +12.3% | 83,936 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Add +18.3% | 83,848 | $3.8M |
| Arcadia Wealth Management, LLC | 1.92% | Add +3.5% | 83,820 | $3.8M |
| EFG Asset Management (Americas) Corp. | 0.73% | Add +5.9% | 83,275 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | New | 81,481 | $3.7M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -7.1% | 80,826 | $3.7M |
| Harbour Investments, Inc. | 0.10% | Add +15.4% | 80,547 | $3.7M |
| Vident Advisory, LLC | 0.06% | New | 79,173 | $3.6M |
| Rockbridge Investment Management, LCC | 0.45% | Reduce -0.1% | 78,287 | $3.5M |
| FC Advisory LLC | 1.17% | Add +1.8% | 76,875 | $3.5M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -3.9% | 76,045 | $3.4M |
| Diversify Wealth Management, LLC | 0.26% | Add +51.3% | 75,364 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -40.2% | 74,256 | $3.4M |
| Clear Creek Financial Management, LLC | 0.36% | Reduce -3.1% | 74,025 | $3.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.69% | Add +0.3% | 73,866 | $3.3M |
| Elite Life Management LLC | 9.90% | Add +1.1% | 73,760 | $3.3M |
| Leeward Financial Partners, LLC | 1.18% | Add +9.5% | 73,113 | $3.3M |
| Bragg Financial Advisors, Inc | 0.13% | Add +3.6% | 73,079 | $3.3M |
| Dynamic Wealth Strategies, LLC | 2.94% | Add +37.5% | 72,884 | $3.3M |
| MAS Advisors LLC | 5.50% | New | 72,328 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -19.3% | 72,165 | $3.3M |
| Arlington Capital Management, Inc. | 2.23% | Add +6.6% | 71,116 | $3.2M |
| CoreCap Advisors, LLC | 0.14% | Add +257.0% | 68,102 | $3.1M |
| Syon Capital LLC | 0.28% | Reduce -78.3% | 67,869 | $3.1M |
| Wesbanco Bank Inc. | 0.10% | Add +304.1% | 66,388 | $3.0M |
| Mariner, LLC | 0.01% | Add +5.5% | 66,331 | $3.0M |
| SignalPoint Asset Management, LLC | 0.73% | Add +48.0% | 66,019 | $3.0M |
| Sei Investments Co. | 0.00% | Add +2.5% | 65,610 | $3.0M |
| Claro Advisors Inc. | 0.40% | Reduce -2.0% | 65,391 | $3.0M |
| First Heartland Consultants, Inc. | 0.30% | Add +8.8% | 65,294 | $3.0M |
| Valtinson Bruner Financial Planning LLC | 1.02% | Reduce -16.8% | 64,688 | $2.9M |
| Equity Investment Corp. | 0.07% | Reduce -3.3% | 63,690 | $2.9M |
| Voya Investment Management LLC | 0.00% | Add +16.2% | 63,628 | $2.9M |
| Phillips Financial Management, LLC | 0.22% | No change | 62,879 | $2.9M |
| Citizens Financial Group Inc. | 0.06% | Add +248.4% | 62,716 | $2.8M |
| Certified Advisory Corp | 0.29% | Add +2.2% | 59,377 | $2.7M |
| Greenwood Capital Associates LLC | 0.35% | Add +151.5% | 59,318 | $2.7M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -3.0% | 59,248 | $2.7M |
| Prudent Man Advisors, LLC | 0.96% | Add +3.4% | 58,386 | $2.6M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.6% | 58,197 | $2.6M |
| VestGen Investment Management | 0.71% | Reduce -0.4% | 57,487 | $2.6M |
| Hancock Whitney Corp. | 0.08% | Reduce -2.3% | 56,142 | $2.5M |
| AlTi Global, Inc. | 0.06% | Reduce -13.8% | 55,346 | $2.5M |
| Accurate Wealth Management, LLC | 0.48% | Add +25.8% | 55,541 | $2.5M |
| Montis Financial, LLC | 0.76% | New | 54,578 | $2.5M |
| CGN Advisors LLC | 0.23% | Add +9.7% | 52,933 | $2.4M |
| Creative Planning | 0.00% | Add +3.1% | 52,762 | $2.4M |
| Retirement Wealth Solutions LLC | 2.01% | — | 53,129 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.8% | 51,917 | $2.4M |
| Roger Wittlin Investment Advisory, LLC | 1.28% | Reduce -20.1% | 50,532 | $2.3M |
| Signal Advisors Wealth, LLC | 0.26% | Add +12.6% | 50,379 | $2.3M |
| &partners | 0.03% | Add +209.7% | 50,262 | $2.3M |
| Silver Oak Securities, Incorporated | 0.21% | New | 49,985 | $2.3M |
| Veridan Wealth LLC | 1.06% | — | 49,775 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +5.4% | 49,722 | $2.3M |
| Vise Technologies, Inc. | 0.19% | Add +73.9% | 49,601 | $2.2M |
| Centurion Wealth Management LLC | 0.69% | Add +64.2% | 48,635 | $2.2M |
| Certus Wealth Management, LLC | 1.47% | Add +1.2% | 48,094 | $2.2M |
| AdvisorNet Financial, Inc | 0.18% | Reduce -5.7% | 47,373 | $2.1M |
| Sterling Investment Management, LLC | 1.67% | New | 47,028 | $2.1M |
| Rialto Wealth Management, LLC | 0.70% | — | 46,590 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +4.8% | 46,263 | $2.1M |
| City State Bank | 0.73% | Add +2.3% | 45,867 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +5.6% | 44,810 | $2.0M |
| Townsquare Capital LLC | 0.02% | Reduce -19.4% | 44,644 | $2.0M |
| Comerica Bank | 0.01% | Add +11.6% | 44,030 | $2.0M |
| TriaGen Wealth Management LLC | 0.67% | Add +5.5% | 43,880 | $2.0M |
| LifePlan Financial, LLC | 1.75% | Add +1.0% | 43,791 | $2.0M |
| AlphaStar Capital Management, LLC | 0.21% | Reduce -6.3% | 43,467 | $2.0M |
| Clifford Group, LLC | 1.46% | Add +9.0% | 42,358 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.7% | 41,998 | $1.9M |
| Fort Point Capital Partners LLC | 0.21% | Add +6.7% | 41,976 | $1.9M |
| Bard Associates Inc. | 0.65% | Reduce -6.1% | 41,880 | $1.9M |
| FWG Investments, LLC. | 1.45% | Add +0.3% | 41,097 | $1.9M |
| Arrowroot Family Office, LLC | 0.96% | Add +16.3% | 40,925 | $1.9M |
| Alternative Investment Advisors, LLC. | 0.96% | Add +41.6% | 40,583 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +16.1% | 39,974 | $1.8M |
| Ascent Group, LLC | 0.13% | Reduce -7.3% | 38,975 | $1.8M |
| Westfuller Advisors, LLC | 1.12% | Add +111.2% | 38,731 | $1.8M |
| LifeWealth Investments, LLC | 1.13% | — | 37,631 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 37,546 | $1.7M |
| Cobblestone Capital Advisors LLC | 0.09% | Add +8.6% | 37,350 | $1.7M |
| Petra Financial Advisors Inc. | 1.13% | Add +0.2% | 36,677 | $1.7M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -32.8% | 36,326 | $1.6M |
| Lutz Financial Services LLC | 0.13% | Add +59.2% | 36,322 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 34,448 | $1.6M |
| Atlatl Advisers LLC | 0.91% | — | 34,253 | $1.6M |
| Central Pacific Bank - Trust Division | 0.21% | Reduce -43.7% | 34,193 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.59% | Add +0.9% | 32,602 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +5.5% | 31,663 | $1.4M |
| Security Financial Services, INC. | 0.29% | Reduce -0.1% | 31,536 | $1.4M |
| IVC Wealth Advisors LLC | 0.79% | Add +3.8% | 31,196 | $1.4M |
| Resonant Capital Advisors, LLC | 0.10% | Add +0.0% | 31,161 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.38% | Add +489.3% | 30,270 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 30,087 | $1.4M |
| Randall & Associates Wealth Management | 1.13% | Add +2.2% | 30,007 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -18.6% | 29,986 | $1.4M |
| Rothschild Wealth LLC | 0.40% | Reduce -17.1% | 29,892 | $1.4M |
| Seneca Financial Advisors LLC | 0.66% | Add +1.7% | 29,358 | $1.3M |
| Leavell Investment Management, Inc. | 0.06% | Reduce -3.3% | 29,142 | $1.3M |
| Summit Wealth Group, LLC | 0.38% | Reduce -6.1% | 28,896 | $1.3M |
| Regal Investment Advisors LLC | 0.10% | Add +0.1% | 28,614 | $1.3M |
| World Investment Advisors | 0.04% | Add +142.1% | 28,556 | $1.3M |
| Semmax Financial Advisors Inc. | 0.34% | Reduce -27.3% | 28,072 | $1.3M |
| Anchor Pointe Wealth Management, LLC | 1.66% | — | 28,155 | $1.3M |
| SteelPeak Wealth, LLC | 0.05% | New | 28,091 | $1.3M |
| Willow Creek Wealth Management Inc. | 0.13% | No change | 27,440 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +9.1% | 27,344 | $1.2M |
| True North Advisors, LLC | 0.29% | Reduce -3.3% | 27,277 | $1.2M |
| W1M Asset Management Ltd | 0.10% | New | 26,965 | $1.2M |
| HRT Financial LP | 0.01% | Add +291.2% | 26,189 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -2.0% | 25,460 | $1.2M |
| Prosperity Planning, Inc. | 0.51% | Add +0.1% | 24,914 | $1.1M |
| Stephens Inc. | 0.02% | Add +8.9% | 24,836 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +80.7% | 24,779 | $1.1M |
| TFB Advisors LLC | 0.31% | Reduce -0.6% | 24,231 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +77.1% | 24,045 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.44% | Add +0.6% | 23,283 | $1.1M |
| Accel Wealth Management | 0.39% | Add +19.4% | 22,973 | $1.0M |
| Capital Analysts, LLC | 0.04% | Reduce -5.8% | 22,150 | $1.0M |
| BLB&B Advisors, LLC | 0.05% | No change | 21,604 | $980K |
| Hohimer Wealth Management, LLC | 0.18% | Reduce -18.4% | 20,961 | $950K |
| Merriman Wealth Management, LLC | 0.04% | Reduce -2.5% | 20,576 | $933K |
| Drucker Wealth 3.0, LLC | 0.22% | Reduce -24.6% | 20,567 | $932K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 20,463 | $928K |
| Disciplined Investments, LLC | 0.45% | Add +10.2% | 20,329 | $922K |
| Global Retirement Partners, LLC | 0.03% | Add +11.7% | 20,191 | $915K |
| Modera Wealth Management, LLC | 0.01% | New | 19,509 | $885K |
| Strategic Financial Partners, Ltd. | 0.45% | Reduce -13.6% | 19,401 | $880K |
| Ashton Thomas Securities, LLC | 0.24% | Reduce -7.5% | 19,260 | $873K |
| TRUE Private Wealth Advisors | 0.11% | New | 19,132 | $867K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.1% | 19,002 | $862K |
| Thrive Capital Management, LLC | 0.39% | Add +14.3% | 18,914 | $858K |
| Sonora Investment Management Group, LLC | 0.07% | Add +0.0% | 18,692 | $847K |
| Rockland Trust Co. | 0.04% | Add +29.1% | 18,409 | $835K |
| Global Financial Private Client, LLC | 0.30% | Add +2.6% | 17,658 | $801K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +56.0% | 17,327 | $786K |
| MAI Capital Management | 0.01% | New | 17,256 | $782K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -11.7% | 17,246 | $782K |
| New Century Financial Group, LLC | 0.33% | Add +2.8% | 17,270 | $781K |
| Centennial Bank | 0.37% | Add +627.6% | 17,172 | $779K |
| Arete Wealth Advisors, LLC | 0.06% | Add +22.3% | 16,842 | $764K |
| Mgo One Seven LLC | 0.03% | New | 16,593 | $752K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 16,477 | $747K |
| HT Partners LLC | 0.25% | Reduce -7.1% | 16,150 | $732K |
| PAX Financial Group, LLC | 0.13% | Reduce -4.7% | 16,091 | $730K |
| Financial Advocates Investment Management | 0.04% | Add +8.4% | 15,979 | $725K |
| Quest 10 Wealth Builders, Inc. | 0.71% | — | 15,830 | $718K |
| Altfest L J & Co. Inc. | 0.09% | Add +32.0% | 15,800 | $716K |
| Sigma Planning Corp | 0.02% | Add +0.7% | 15,573 | $706K |
| Maripau Wealth Management LLC | 0.42% | Reduce -12.1% | 15,472 | $702K |
| World Equity Group, Inc. | 0.15% | New | 15,414 | $699K |
| Versant Capital Management, Inc | 0.15% | New | 15,384 | $698K |
| Advisors Asset Management, Inc. | 0.01% | Add +42.8% | 15,221 | $690K |
| Kovack Advisors, Inc. | 0.07% | Add +1.2% | 15,165 | $688K |
| Marcum Wealth, LLC | 0.06% | Add +15.8% | 14,966 | $679K |
| Inspire Advisors, LLC | 0.08% | Reduce -7.0% | 14,759 | $669K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -0.6% | 14,493 | $657K |
| Ridgewood Investments LLC | 0.31% | Reduce -6.4% | 14,362 | $651K |
| Braun-Bostich & Associates Inc. | 0.47% | Add +52.3% | 14,277 | $647K |
| Graypoint LLC | 0.04% | Reduce -0.1% | 14,215 | $645K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -2.6% | 14,172 | $643K |
| Ameritas Advisory Services, LLC | 0.02% | Add +3.5% | 14,166 | $642K |
| Bank of Nova Scotia | 0.00% | Reduce -96.4% | 14,000 | $633K |
| Schmidt P J Investment Management Inc. | 0.11% | No change | 13,439 | $609K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.66% | — | 13,420 | $608K |
| Continuum Advisory, LLC | 0.08% | Add +7.9% | 13,418 | $608K |
| Saranac Partners Ltd | 0.34% | New | 13,395 | $607K |
| Seelaus Asset Management LLC | 0.56% | Add +5.0% | 13,365 | $606K |
| Transce3nd, LLC | 0.20% | — | 12,866 | $583K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.2% | 12,853 | $583K |
| LifePlan Investment Advisors, Inc. | 0.36% | Add +18.6% | 12,777 | $579K |
| Potomac Fund Management Inc. | 0.03% | — | 12,212 | $554K |
| Transatlantique Private Wealth LLC | 0.21% | Reduce -22.1% | 12,011 | $545K |
| Western Wealth Management, LLC | 0.03% | Reduce -14.7% | 12,005 | $544K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.2% | 11,817 | $536K |
| Integrated Wealth Concepts LLC | 0.01% | Add +43.6% | 11,731 | $532K |
| Balboa Wealth Partners | 0.12% | Add +8.9% | 11,659 | $529K |
| Absolute Capital Management, LLC | 0.29% | Add +15.2% | 11,495 | $521K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.6% | 11,284 | $512K |
| Wealthspire Advisors, LLC | 0.01% | Add +106.4% | 11,252 | $510K |
| Summit Global Investments | 0.03% | Add +3.7% | 11,219 | $509K |
| Cambridge Advisors Inc. | 0.11% | No change | 11,201 | $508K |
| Ignite Planners, LLC | 0.11% | Add +8.0% | 11,204 | $507K |
| Alteri Wealth LLC | 0.14% | — | 10,988 | $498K |
| FMR LLC | 0.00% | Reduce -31.0% | 10,800 | $490K |
| Lifeworks Advisors, LLC | 0.09% | Add +1.6% | 10,766 | $488K |
| Park Avenue Securities LLC | 0.01% | Add +7.1% | 10,630 | $482K |
| Trust Point Inc. | 0.03% | Add +3.7% | 10,588 | $480K |
| Southland Equity Partners LLC | 0.11% | Add +0.8% | 10,502 | $476K |
| Verus Capital Partners, LLC | 0.05% | Reduce -8.7% | 10,405 | $472K |
| Lloyd Advisory Services, LLC. | 0.22% | Add +1.5% | 10,285 | $466K |
| Choreo, LLC | 0.01% | New | 10,185 | $462K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +99.3% | 10,099 | $458K |
| Sofi Wealth, LLC | 0.03% | New | 10,000 | $453K |
| Talon Private Wealth, LLC | 0.09% | Add +39452.0% | 9,888 | $448K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.4% | 9,734 | $441K |
| LongView Wealth Management | 0.13% | Reduce -2.4% | 9,599 | $435K |
| Meridian Wealth Partners, LLC | 0.07% | Add +11.8% | 9,489 | $430K |
| Argent Trust Co | 0.02% | Reduce -31.7% | 9,428 | $427K |
| Accretive Wealth Partners, LLC | 0.18% | Add +52.8% | 9,372 | $425K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -14.9% | 9,224 | $418K |
| Tran Capital Management, L.P. | 0.05% | No change | 9,179 | $416K |
| Whittier Trust Co. | 0.01% | No change | 9,061 | $411K |
| Up Strategic Wealth Investment Advisors LLC | 0.41% | New | 8,950 | $406K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 8,934 | $405K |
| Rossby Financial, LCC | 0.26% | — | 8,931 | $405K |
| WT Wealth Management | 0.12% | Reduce -0.2% | 8,659 | $393K |
| Cultivar Capital, Inc. | 0.34% | No change | 8,560 | $388K |
| Decker Retirement Planning Inc. | 0.22% | — | 8,517 | $386K |
| Corient Private Wealth LP | 0.00% | Reduce -29.7% | 8,448 | $383K |
| Shayne & Jacobs, LLC | 0.10% | No change | 8,390 | $380K |
| Copperleaf Capital, LLC | 0.24% | New | 8,369 | $379K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.6% | 8,345 | $378K |
| West Michigan Advisors, LLC | 0.11% | Add +5.0% | 8,299 | $376K |
| SIMA Wealth Partners, LLC | 0.32% | Reduce -2.8% | 8,282 | $376K |
| Mission Wealth Management, LP | 0.01% | Add +4.6% | 8,224 | $373K |
| Franklin Resources Inc. | 0.00% | Add +7.3% | 8,180 | $371K |
| Equitable Holdings, Inc. | 0.00% | Reduce -14.6% | 8,169 | $370K |
| AA Financial Advisors, LLC | 0.10% | Add +25.6% | 8,035 | $364K |
| Redwood Investment Management, LLC | 0.04% | Reduce -3.0% | 8,012 | $363K |
| Pitcairn Co. | 0.02% | No change | 7,988 | $362K |
| Etesian Wealth Advisors, Inc. | 0.16% | Reduce -11.4% | 7,979 | $362K |
| Paces Ferry Wealth Advisors, LLC | 0.17% | New | 7,933 | $360K |
| Orleans Capital Management Corp. | 0.20% | Add +14.6% | 7,850 | $357K |
| Brighton Jones LLC | 0.01% | Add +4.6% | 7,833 | $355K |
| Hexagon Capital Partners LLC | 0.06% | Add +29.3% | 7,821 | $355K |
| Ellis Investment Partners, LLC | 0.07% | Add +3.4% | 7,764 | $352K |
| Larson Financial Group LLC | 0.02% | Reduce -23.7% | 7,763 | $352K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +17.7% | 7,756 | $352K |
| Bremer Bank National Association | 0.07% | No change | 7,674 | $348K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 7,672 | $348K |
| Golden State Wealth Management, LLC | 0.05% | — | 7,661 | $347K |
| Redwood Financial Network Corp | 0.25% | Reduce -15.6% | 7,471 | $339K |
| Cooper Financial Group | 0.04% | Add +0.1% | 7,409 | $336K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -25.1% | 7,335 | $333K |
| BlackRock, Inc. | 0.00% | New | 7,320 | $332K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.8% | 7,223 | $327K |
| Aptus Capital Advisors, LLC | 0.00% | Add +207.1% | 7,165 | $325K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.7% | 7,113 | $323K |
| Cwm, LLC | 0.00% | Reduce -31.4% | 7,054 | $320K |
| Belpointe Asset Management LLC | 0.02% | Reduce -13.4% | 6,780 | $317K |
| Trivium Point Advisory, LLC | 0.04% | Add +30.0% | 6,909 | $313K |
| REAP Financial Group, LLC | 0.08% | Reduce -4.8% | 6,856 | $311K |
| Transform Wealth, LLC | 0.02% | Add +41.0% | 6,808 | $309K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 6,763 | $307K |
| Simplicity Wealth,LLC | 0.06% | Reduce -94.2% | 6,739 | $306K |
| Guidance Capital, Inc. | 0.09% | Add +6.8% | 6,683 | $303K |
| Acas, LLC | 0.22% | Reduce -0.1% | 6,613 | $302K |
| Maia Wealth LLC | 0.06% | New | 6,578 | $300K |
| Independent Financial Group, LLC | 0.01% | Reduce -20.6% | 6,605 | $299K |
| Boyd Watterson Asset Management LLC | 0.08% | Reduce -6.2% | 6,594 | $299K |
| Insigneo Advisory Services, LLC | 0.03% | Add +19.5% | 6,544 | $297K |
| Spire Wealth Management | 0.01% | Reduce -9.8% | 6,504 | $295K |
| FLP Wealth Management, LLC | 0.75% | — | 6,477 | $294K |
| NewEdge Wealth, LLC | 0.01% | New | 6,457 | $293K |
| Barrett & Company, Inc. | 0.12% | Add +0.4% | 6,452 | $293K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +2.8% | 6,406 | $292K |
| Lake Street Advisors Group, LLC | 0.01% | Add +46.3% | 6,420 | $291K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -9.5% | 6,240 | $283K |
| Pinnacle Financial Partners Inc | 0.01% | Add +38.5% | 6,133 | $278K |
| Csenge Advisory Group | 0.01% | Reduce -71.2% | 6,113 | $277K |
| Blair William & Co. | 0.00% | Add +93.2% | 5,938 | $269K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -21.0% | 5,916 | $268K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,834 | $265K |
| Compound Planning, Inc. | 0.01% | Add +13.0% | 5,695 | $258K |
| Clean Yield Group | 0.08% | Reduce -4.1% | 5,655 | $256K |
| Continental Investors Services, Inc. | 0.51% | Add +0.2% | 5,668 | $256K |
| Proactive Wealth Strategies LLC | 0.13% | Add +3.6% | 5,649 | $256K |
| Qube Research & Technologies Ltd | 0.00% | Add +169.6% | 5,567 | $252K |
| Lord & Richards Wealth Management, LLC | 0.53% | — | 5,534 | $251K |
| Financial Life Advisors | 0.09% | No change | 5,534 | $251K |
| Park Square Financial Group, LLC | 0.17% | — | 5,514 | $250K |
| HUB Investment Partners, LLC | 0.01% | Reduce -1.2% | 5,482 | $249K |
| Pacific Financial Group Inc. | 0.18% | Reduce -0.3% | 5,475 | $248K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 5,445 | $247K |
| Flputnam Investment Management Co. | 0.00% | Reduce -7.5% | 5,425 | $246K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -28.2% | 5,412 | $245K |
| Bison Wealth, LLC | 0.03% | — | 5,405 | $245K |
| Kelly Financial Services LLC | 0.09% | Reduce -46.2% | 5,303 | $240K |
| IFG Advisory, LLC | 0.01% | New | 5,281 | $239K |
| Patten & Patten Inc. | 0.02% | Reduce -5.4% | 5,223 | $237K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -8.8% | 5,184 | $235K |
| FSA Advisors, Inc. | 0.28% | Reduce -69.6% | 5,063 | $230K |
| Yoffe Investment Management, LLC | 0.34% | — | 5,051 | $229K |
| Successful Portfolios LLC | 0.15% | Add +11.3% | 5,041 | $229K |
| Nwam LLC | 0.01% | Reduce -4.6% | 4,913 | $223K |
| TrueWealth Advisors, LLC | 0.07% | Add +0.5% | 4,913 | $223K |
| Savant Capital, LLC | 0.00% | New | 4,912 | $223K |
| Archer Investment Corp | 0.06% | Reduce -3.3% | 4,900 | $222K |
| Ehrlich Financial Group | 0.16% | Add +1.2% | 4,842 | $220K |
| Lockerman Financial Group, Inc. | 0.37% | Reduce -25.9% | 4,806 | $218K |
| United Advisor Group, LLC | 0.04% | Reduce -59.9% | 4,666 | $212K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -0.4% | 4,618 | $209K |
| Caitlin John, LLC | 0.14% | No change | 4,594 | $208K |
| Money Concepts Capital Corp. | 0.02% | New | 4,516 | $205K |
| Appleton Partners Inc. | 0.02% | New | 4,501 | $204K |
| Pinion Investment Advisors, LLC | 0.08% | Reduce -8.2% | 4,493 | $204K |
| Baird Financial Group, Inc. | 0.00% | New | 4,487 | $203K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 4,445 | $202K |
| Bcwm, LLC | 0.07% | — | 4,417 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -37.4% | 4,227 | $192K |
| Richardson Financial Services Inc. | 0.13% | Reduce -34.1% | 4,190 | $190K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,937 | $179K |
| IFP Advisors, Inc | 0.01% | Reduce -69.8% | 3,849 | $175K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -1.6% | 3,783 | $172K |
| Private Trust Co. NA | 0.02% | Reduce -30.7% | 3,759 | $170K |
| Tucker Asset Management LLC | 0.04% | Add +100.7% | 3,631 | $165K |
| Ameriflex Group, Inc. | 0.08% | — | 3,606 | $164K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.9% | 3,574 | $162K |
| Empirical Asset Management, LLC | 0.05% | Add +1.9% | 38,415 | $157K |
| Wells Financial Advisors INC | 0.19% | Add +6.0% | 3,130 | $142K |
| Rogco, LP | 0.05% | Reduce -53.5% | 2,766 | $125K |
| Montag A & Associates Inc. | 0.01% | No change | 2,671 | $121K |
| Pineridge Advisors LLC | 0.04% | Reduce -10.1% | 2,611 | $118K |
| Cape Investment Advisory, Inc. | 0.04% | Add +78.8% | 2,439 | $111K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +11.8% | 2,432 | $110K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.3% | 2,315 | $105K |
| Elequin Capital, LP | 0.02% | New | 2,281 | $103K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -18.4% | 2,265 | $103K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -19.4% | 2,099 | $95K |
| Winthrop Capital Management, LLC | 0.03% | No change | 2,064 | $94K |
| Windsor Advisory Group, LLC | 0.11% | New | 2,068 | $94K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $91K |
| Synergy Investment Management, LLC | 0.04% | — | 1,854 | $84K |
| Avior Wealth Management, LLC | 0.00% | Reduce -7.7% | 1,679 | $76K |
| Murphy & Mullick Capital Management Corp | 0.07% | — | 1,614 | $73K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.9% | 1,567 | $71K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -2.2% | 1,475 | $67K |
| National Bank of Canada | 0.00% | Add +290.7% | 1,465 | $66K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.6% | 1,463 | $66K |
| Citigroup Inc. | 0.00% | Add +210.6% | 1,345 | $61K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | — | 1,345 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.0% | 1,325 | $60K |
| City Holding Co. | 0.01% | No change | 1,313 | $60K |
| Parallel Advisors, LLC | 0.00% | Add +3.0% | 1,299 | $59K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -39.7% | 1,089 | $49K |
| GeoWealth Management, LLC | 0.00% | Add +264.0% | 1,052 | $48K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $47K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 1,028 | $47K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 984 | $45K |
| Fifth Third Bancorp | 0.00% | Add +31.1% | 882 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -9.8% | 869 | $39K |
| POM Investment Strategies, LLC | 0.03% | New | 818 | $37K |
| Investors Research Corp | 0.01% | No change | 744 | $34K |
| Truvestments Capital LLC | 0.01% | Add +0.8% | 742 | $34K |
| Mechanics Financial Corp | 0.01% | No change | 640 | $29K |
| Asset Dedication, LLC | 0.00% | No change | 565 | $26K |
| NFSG Corp | 0.01% | No change | 554 | $25K |
| Legacy Investment Solutions, LLC | 0.02% | Add +519.1% | 551 | $25K |
| Legacy Wealth Managment, LLC | 0.02% | Add +519.1% | 551 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 528 | $24K |
| Bangor Savings Bank | 0.00% | No change | 520 | $24K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 481 | $22K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 465 | $21K |
| First PREMIER Bank | 0.01% | Reduce -68.2% | 470 | $21K |
| MCF Advisors LLC | 0.00% | No change | 445 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 409 | $19K |
| Millstone Evans Group, LLC | 0.01% | — | 407 | $18K |
| 2UniFi Bank | 0.01% | — | 390 | $18K |
| SBI Securities Co., Ltd. | 0.00% | — | 390 | $18K |
| NorthRock Partners, LLC | 0.00% | Add +130.8% | 367 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 363 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.5% | 362 | $16K |
| LRI Investments, LLC | 0.00% | No change | 306 | $14K |
| WPG Advisers, LLC | 0.01% | — | 305 | $14K |
| Rise Advisors, LLC | 0.01% | Add +1.3% | 303 | $14K |
| United Community Bank | 0.01% | New | 296 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 278 | $13K |
| Howe & Rusling Inc. | 0.00% | Reduce -42.5% | 257 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 256 | $12K |
| SouthState Bank Corp | 0.00% | New | 253 | $11K |
| Key Financial Inc | 0.00% | No change | 228 | $10K |
| Salem Investment Counselors Inc. | 0.00% | New | 226 | $10K |
| Eastern Bank | 0.00% | No change | 225 | $10K |
| WealthShield Partners, LLC | 0.00% | No change | 209 | $9K |
| South Plains Financial, Inc. | 0.01% | — | 200 | $9K |
| New Millennium Group LLC | 0.01% | Add +759.1% | 189 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 189 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 173 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 171 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 160 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 158 | $7K |
| Global Trust Asset Management, LLC | 0.00% | No change | 156 | $7K |
| Mattson Financial Services, LLC | 0.00% | New | 141 | $7K |
| Synergy Asset Management, LLC | 0.00% | New | 141 | $7K |
| First Community Trust NA | 0.00% | New | 146 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 135 | $6K |
| BNP Paribas Financial Markets | 0.00% | No change | 128 | $6K |
| Darwin Wealth Management, LLC | 0.00% | No change | 127 | $6K |
| Element Wealth, LLC | 0.00% | No change | 122 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -90.0% | 120 | $5K |
| Mainstream Capital Management LLC | 0.00% | New | 120 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 103 | $5K |
| Tidemark, LLC | 0.00% | Add +2.0% | 102 | $5K |
| Wiser Advisor Group LLC | 0.01% | Add +1.0% | 101 | $5K |
| Crews Bank & Trust | 0.00% | — | 100 | $5K |
| Menard Financial Group LLC | 0.00% | New | 99 | $4K |
| Sachetta, LLC | 0.00% | Add +52.5% | 90 | $4K |
| Private Capital Management LLC | 0.00% | No change | 89 | $4K |
| Signaturefd, LLC | 0.00% | Add +3.5% | 89 | $4K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 83 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 81 | $4K |
| GoalVest Advisory LLC | 0.00% | Reduce -82.4% | 75 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -97.0% | 74 | $3K |
| 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% | No change | 63 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 59 | $3K |
| Chapman Financial Group, LLC | 0.00% | — | 56 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $2K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 54 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 42 | $2K |
| Promus Capital, LLC | 0.00% | — | 40 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 38 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 38 | $2K |
| Headlands Technologies LLC | 0.00% | Reduce -93.2% | 38 | $2K |
| Bokf, NA | 0.00% | No change | 37 | $2K |
| High Note Wealth, LLC | 0.00% | New | 36 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 33 | $1K |
| Arax Advisory Partners | 0.00% | New | 32 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 32 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 30 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $1K |
| Bellwether Advisors, LLC | 0.00% | New | 24 | $1K |
| Avion Wealth | 0.00% | No change | 36 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 13 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $952 |
| Chilton Capital Management LLC | 0.00% | New | 20 | $907 |
| Sandy Spring Bank | 0.00% | Reduce -93.4% | 15 | $681 |
| Integrity Financial Corp | 0.00% | Reduce -91.4% | 11 | $499 |
| Lanark Financial, Inc. | 0.03% | — | 8 | $378 |
| Creative Capital Management Investments LLC | 0.00% | New | 8 | $363 |
| Peachtree Investment Partners, LLC | 0.00% | No change | 7 | $317 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -83.3% | 7 | $317 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 7 | $317 |
| Rakuten Securities, Inc. | 0.00% | Add +150.0% | 5 | $227 |
| HighMark Wealth Management LLC | 0.00% | No change | 4 | $202 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 3 | $137 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $45 |
| Coston, McIsaac & Partners | 0.00% | New | 13 | $0 |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.