Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q2 2025 (June 30)625holders +7
65new positions
64sold out
3famous investors
$46.34avg. 13F price*
At the end of Q2 2025, 625 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 7 from Q1 2025. 65 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($2.5B), JPMorgan Chase & Co. ($2.3B) and Envestnet Asset Management Inc. ($976.9M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $73.2M |
| Exits | 64 | $175.4M |
All 13F filers, Q1 2025 → Q2 2025: 15,143,109 shares bought and 116,008,676 shares sold, net −100,865,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 625 holders
| Bank of America Corp. | 0.20% | Add +1.2% | 53,150,304 | $2.5B |
| JPMorgan Chase & Co. | 0.16% | Add +2.0% | 49,670,899 | $2.3B |
| Envestnet Asset Management Inc. | 0.29% | Add +1.1% | 21,081,488 | $976.9M |
| Bank of New York Mellon Corp | 0.09% | Add +0.3% | 10,082,461 | $467.2M |
| Assetmark, Inc. | 0.94% | Add +3.9% | 8,614,281 | $399.2M |
| Wells Fargo & Company | 0.07% | Add +2.3% | 7,171,795 | $332.3M |
| Mather Group, Llc. | 3.20% | Add +6012.2% | 6,470,848 | $299.9M |
| LPL Financial LLC | 0.09% | Add +3.2% | 6,104,824 | $282.9M |
| Stifel Financial Corp. | 0.26% | Reduce -0.4% | 5,854,616 | $271.3M |
| Raymond James Financial Inc. | 0.09% | Add +3.1% | 5,688,769 | $263.6M |
| Ameriprise Financial Inc. | 0.06% | Reduce -6.2% | 4,964,664 | $230.1M |
| Morgan Stanley | 0.01% | Add +1.3% | 4,598,287 | $213.1M |
| TD Private Client Wealth LLC | 4.71% | Add +5.5% | 4,141,363 | $191.9M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Reduce -8.1% | 3,546,904 | $164.4M |
| Lincoln National Corp. | 4.85% | Reduce -1.4% | 3,452,281 | $160.0M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -97.0% | 3,295,801 | $152.7M |
| NorthCoast Asset Management LLC | 0.46% | Add +1.7% | 2,299,857 | $106.6M |
| Keybank National Association | 0.38% | Reduce -2.0% | 2,177,505 | $100.9M |
| Clearstead Advisors, LLC | 1.42% | Add +18.8% | 2,175,793 | $100.8M |
| Castleark Management LLC | 2.38% | Add +6.0% | 1,705,540 | $79.0M |
| Acropolis Investment Management, LLC | 4.22% | Add +1.9% | 1,658,973 | $76.9M |
| Royal Bank of Canada | 0.01% | Add +1.9% | 1,576,376 | $73.0M |
| Financial Engines Advisors L.L.C. | 0.14% | Reduce -6.5% | 1,491,066 | $69.1M |
| Valmark Advisers, Inc. | 0.93% | Add +3.5% | 1,442,830 | $66.9M |
| First Interstate Bank | 3.38% | Add +2.0% | 1,242,741 | $57.6M |
| Ally Invest Advisors Inc. | 4.46% | Add +2.2% | 1,233,509 | $57.2M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +2.8% | 1,217,457 | $56.4M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.3% | 1,183,612 | $54.4M |
| HighTower Advisors, LLC | 0.06% | Add +11.2% | 1,046,064 | $48.5M |
| Cetera Investment Advisers | 0.08% | Add +0.5% | 1,015,096 | $47.0M |
| Deutsche Bank AG | 0.02% | Add +13.8% | 990,000 | $45.9M |
| Bank of Hawaii | 2.40% | Add +0.8% | 979,609 | $45.4M |
| Kestra Investment Management, LLC | 1.36% | Reduce -42.8% | 971,032 | $45.0M |
| Osaic Holdings, Inc. | 0.08% | Add +114.0% | 965,523 | $44.8M |
| Bell Investment Advisors, Inc | 7.61% | Add +4.5% | 954,655 | $44.2M |
| Victory Capital Management Inc. | 0.03% | Add +0.0% | 943,050 | $43.7M |
| First Financial Bankshares Inc | 0.96% | Add +3.5% | 922,412 | $42.7M |
| UBS Group AG | 0.01% | Add +12.4% | 873,142 | $40.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.80% | Reduce -1.3% | 854,966 | $39.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +4.0% | 851,300 | $39.3M |
| Janney Montgomery Scott LLC | 0.10% | Add +1.9% | 831,647 | $38.5M |
| 1832 Asset Management L.P. | 0.06% | Add +4.5% | 774,072 | $35.9M |
| Garde Capital, Inc. | 1.79% | Add +13.8% | 720,045 | $33.4M |
| Evergreen Advisors, LLC | 7.93% | Add +0.2% | 645,774 | $29.9M |
| Merit Financial Group, LLC | 0.32% | Add +18.5% | 625,677 | $29.0M |
| Power Wealth Management LLC | 11.02% | Add +1.4% | 618,635 | $28.7M |
| Bartlett & Co. Wealth Management LLC | 0.39% | Add +2.7% | 607,738 | $28.2M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +1.1% | 588,237 | $27.3M |
| Manning & Napier Advisors LLC | 0.32% | Add +20.6% | 583,484 | $27.0M |
| Parkside Advisors LLC | 5.93% | Add +2.2% | 582,759 | $27.0M |
| Sofi Wealth, LLC | 1.64% | Add +6.2% | 579,898 | $26.9M |
| BlueStem Wealth Partners, LLC | 3.11% | Reduce -33.4% | 546,681 | $25.3M |
| Truist Financial Corp. | 0.04% | Add +0.8% | 539,151 | $25.0M |
| Rockefeller Capital Management L.P. | 0.05% | Add +62.8% | 530,423 | $24.6M |
| MML Investors Services, LLC | 0.07% | Reduce -4.2% | 506,832 | $23.5M |
| Intelligence Driven Advisers, LLC | 3.52% | Reduce -1.0% | 503,251 | $23.3M |
| 1607 Capital Partners, LLC | 1.84% | Reduce -3.5% | 490,655 | $22.7M |
| Pathstone Holdings, LLC | 0.09% | Add +24.4% | 485,405 | $22.5M |
| US Bancorp \de | 0.03% | Reduce -0.3% | 480,270 | $22.3M |
| St Germain D J Co. Inc. | 0.94% | Reduce -1.9% | 471,574 | $21.9M |
| Zurich Insurance Group Ltd | 0.17% | No change | 467,648 | $21.7M |
| Hamilton Capital, LLC | 1.19% | Add +76.1% | 466,361 | $21.6M |
| HBK Sorce Advisory LLC | 0.57% | Add +11.2% | 457,706 | $21.2M |
| Bell Bank | 0.96% | Reduce -3.5% | 446,592 | $20.7M |
| Courier Capital LLC | 1.19% | Add +21.6% | 424,303 | $19.7M |
| Connecticut Wealth Management, LLC | 0.94% | Reduce -2.5% | 423,898 | $19.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.4% | 409,786 | $19.0M |
| Jaffetilchin Investment Partners, LLC | 1.23% | Add +0.4% | 406,673 | $18.8M |
| Allworth Financial LP | 0.09% | Reduce -2.2% | 386,289 | $17.9M |
| Proffitt & Goodson Inc. | 2.67% | Add +1.9% | 377,435 | $17.5M |
| RKL Wealth Management LLC | 1.47% | Add +2.3% | 361,806 | $16.8M |
| Quantum Financial Advisors, LLC | 2.25% | Reduce -1.6% | 358,835 | $16.6M |
| CreativeOne Wealth, LLC | 0.43% | Add +3.4% | 355,342 | $16.5M |
| Capital Insight Partners, LLC | 2.74% | Reduce -10.0% | 340,505 | $15.8M |
| Vectors Research Management, LLC | 5.40% | Add +14.0% | 339,856 | $15.7M |
| United Asset Strategies, Inc. | 1.33% | Reduce -0.9% | 336,480 | $15.6M |
| Alliancebernstein L.P. | 0.01% | Add +14.2% | 332,534 | $15.4M |
| Whitcomb & Hess, Inc. | 4.34% | Add +2.0% | 332,406 | $15.4M |
| Windward Private Wealth Management Inc. | 5.51% | Add +2.6% | 329,643 | $15.3M |
| Private Advisor Group, LLC | 0.08% | Add +7.6% | 326,631 | $15.1M |
| Obsidian Cio, LLC | 2.17% | Add +6.6% | 322,733 | $15.0M |
| Staley Capital Advisers Inc. | 0.63% | Reduce -0.8% | 320,975 | $14.9M |
| SeaBridge Investment Advisors LLC | 2.72% | Add +21.3% | 316,118 | $14.6M |
| NewEdge Advisors, LLC | 0.08% | Add +4.1% | 314,987 | $14.6M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -5.0% | 310,449 | $14.4M |
| MA Private Wealth | 2.56% | Reduce -47.9% | 309,291 | $14.3M |
| Robinswood Financial LLC | 4.91% | Reduce -0.5% | 299,372 | $13.9M |
| First National Trust Co | 0.51% | Add +3.0% | 294,562 | $13.7M |
| Betterment LLC | 0.03% | Add +3.0% | 290,988 | $13.5M |
| Money Design Co.,Ltd. | 0.66% | Add +2.6% | 290,049 | $13.4M |
| Clark Asset Management, LLC | 1.78% | Add +9.1% | 281,817 | $13.1M |
| Family CFO Inc | 6.38% | Add +3.9% | 274,826 | $12.7M |
| Websterrogers Financial Advisors, LLC | 3.83% | Reduce -0.0% | 259,960 | $12.0M |
| 1834 Investment Advisors Co. | 1.49% | Add +1.8% | 253,503 | $11.7M |
| FLC Capital Advisors | 2.42% | Reduce -2.5% | 252,687 | $11.7M |
| Atria Investments, Inc | 0.14% | Reduce -12.9% | 251,866 | $11.7M |
| Perigon Wealth Management, LLC | 0.26% | Add +7.0% | 244,027 | $11.3M |
| Sensible Financial Planning & Management, LLC. | 2.12% | Reduce -3.3% | 241,118 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.1% | 240,427 | $11.1M |
| Alps Advisors Inc. | 0.06% | Reduce -2.2% | 238,673 | $11.1M |
| Diversify Advisory Services, LLC | 0.42% | Add +44.3% | 237,685 | $11.0M |
| Federated Hermes, Inc. | 0.02% | Add +73.7% | 237,120 | $11.0M |
| Strategic Blueprint, LLC | 0.53% | Add +4.0% | 230,608 | $10.7M |
| Bessemer Group Inc. | 0.02% | Add +10.7% | 230,554 | $10.7M |
| Sterling Investment Management, LLC | 7.07% | Add +0.8% | 230,388 | $10.7M |
| Old National Bancorp | 0.18% | Add +9.6% | 220,270 | $10.2M |
| EverSource Wealth Advisors, LLC | 0.46% | Reduce -1.3% | 219,277 | $10.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | No change | 208,728 | $9.7M |
| Level Financial Advisors | 2.99% | Add +5.7% | 207,228 | $9.6M |
| Strategic Investment Advisors / MI | 0.93% | Add +8.1% | 206,865 | $9.6M |
| Cravens & Co Advisors, LLC | 7.14% | Reduce -1.7% | 206,507 | $9.6M |
| Smartleaf Asset Management LLC | 0.84% | Add +12.4% | 205,692 | $9.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -5.9% | 201,547 | $9.3M |
| Savvy Advisors, Inc. | 0.62% | Add +37.3% | 200,321 | $9.3M |
| Employees' Retirement Fund of the City of Fort Worth | 4.23% | New | 200,000 | $9.3M |
| Evolution Advisers, Inc. | 4.53% | Add +0.7% | 199,483 | $9.2M |
| Bulwark Capital Corp | 7.67% | — | 196,565 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Add +0.3% | 193,283 | $9.0M |
| Simplicity Wealth,LLC | 0.37% | Add +56.3% | 189,343 | $8.8M |
| WNY Asset Management, LLC | 0.96% | Reduce -0.1% | 188,141 | $8.7M |
| Obsidian Personal Planning Solutions LLC | 3.51% | Add +3.5% | 187,223 | $8.7M |
| Zacks Investment Management | 0.07% | Reduce -10.4% | 181,170 | $8.4M |
| Keystone Global Partners, LLC | 4.56% | Add +28.5% | 180,737 | $8.4M |
| Christopher J. Hasenberg, Inc | 3.07% | New | 178,124 | $8.3M |
| VCI Wealth Management LLC | 2.84% | Add +13.2% | 175,039 | $8.1M |
| United Capital Management of KS, Inc. | 1.25% | New | 172,243 | $8.0M |
| First American Trust, FSB | 0.62% | Reduce -14.9% | 168,621 | $7.8M |
| Pinnacle Wealth Management Group, Inc. | 4.48% | Add +4.4% | 168,448 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -37.9% | 167,192 | $7.7M |
| Simon Quick Advisors, LLC | 0.39% | New | 167,105 | $7.7M |
| Sovereign Investment Advisors, LLC | 2.13% | Add +5.3% | 167,011 | $7.7M |
| PFG Advisors | 0.34% | Add +16.9% | 159,170 | $7.4M |
| Composition Wealth, LLC | 0.12% | Reduce -16.2% | 158,686 | $7.4M |
| Parr McKnight Wealth Management Group, LLC | 1.00% | Reduce -1.1% | 157,576 | $7.3M |
| Freedom Investment Management, Inc. | 0.58% | Add +2.3% | 155,923 | $7.2M |
| Mutual Advisors, LLC | 0.18% | Add +6.8% | 152,642 | $7.0M |
| Hobart Private Capital, LLC | 1.59% | Reduce -3.7% | 151,598 | $7.0M |
| ONE Advisory Partners, LLC | 2.32% | Add +9.0% | 151,460 | $7.0M |
| Prospera Financial Services Inc | 0.13% | Add +1.8% | 146,263 | $6.8M |
| Bay Harbor Wealth Management, LLC | 1.95% | Reduce -1.8% | 145,130 | $6.7M |
| SWS Partners | 1.80% | New | 143,943 | $6.7M |
| Premier Path Wealth Partners, LLC | 0.88% | Add +3.1% | 135,955 | $6.3M |
| Mendota Financial Group, LLC | 5.88% | Add +27.0% | 134,212 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -71.4% | 134,066 | $6.2M |
| F/m Investments LLC | 0.22% | New | 133,567 | $6.2M |
| SigFig Wealth Management, LLC | 0.20% | Add +1.0% | 133,322 | $6.2M |
| Chandler Asset Management, Inc. | 1.09% | No change | 132,645 | $6.1M |
| HSBC Holdings PLC | 0.00% | Reduce -5.3% | 127,894 | $5.9M |
| Parker Financial LLC | 2.50% | Add +3.4% | 125,107 | $5.8M |
| Marion Wealth Management | 1.45% | Add +1.2% | 124,797 | $5.8M |
| EFG Asset Management (Americas) Corp. | 1.04% | Add +46.4% | 121,528 | $5.6M |
| Center For Asset Management LLC | 3.39% | Add +29.7% | 121,329 | $5.5M |
| Unison Advisors LLC | 0.62% | Add +8.9% | 118,778 | $5.5M |
| Brookstone Capital Management | 0.07% | Add +12.2% | 116,480 | $5.4M |
| Vident Advisory, LLC | 0.06% | Add +28.7% | 113,708 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.1% | 113,005 | $5.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.34% | Add +4.3% | 112,979 | $5.2M |
| Forthright Family Wealth Advisory LLC | 3.26% | Reduce -4.3% | 110,988 | $5.1M |
| SWP Financial LLC | 2.76% | Add +3.6% | 108,365 | $5.0M |
| CW Advisors, LLC | 0.05% | Add +1.6% | 108,132 | $5.0M |
| Diversify Wealth Management, LLC | 0.31% | Add +12.2% | 107,728 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 107,335 | $5.0M |
| Blue Trust, Inc. | 0.06% | Add +7.0% | 106,246 | $4.9M |
| Oak Hill Wealth Advisors, LLC | 1.00% | Add +9.6% | 105,238 | $4.8M |
| Onyx Bridge Wealth Group LLC | 0.64% | Add +22.6% | 104,085 | $4.8M |
| Principal Securities, Inc. | 0.09% | Reduce -3.9% | 103,558 | $4.8M |
| OneAscent Financial Services LLC | 0.34% | Add +2.3% | 101,870 | $4.7M |
| OneAscent Investment Solutions LLC | 5.01% | No change | 101,351 | $4.7M |
| Security Benefit Life Insurance Co. | 2.24% | No change | 100,000 | $4.6M |
| Sovereign Financial Group, Inc. | 0.95% | Add +2.3% | 99,643 | $4.6M |
| Dynamic Wealth Strategies, LLC | 3.29% | Add +21.0% | 98,710 | $4.6M |
| Aspire Private Capital, LLC | 1.06% | Reduce -6.3% | 98,519 | $4.6M |
| Farther Finance Advisors, LLC | 0.09% | Add +1.4% | 98,467 | $4.6M |
| Financial Gravity Companies, Inc. | 0.89% | — | 97,427 | $4.5M |
| Consolidated Portfolio Review Corp | 0.61% | Add +0.1% | 95,587 | $4.4M |
| Columbus Macro, LLC | 0.54% | Reduce -7.9% | 94,521 | $4.4M |
| Hilltop Partners LLC | 1.32% | Add +4.7% | 94,408 | $4.4M |
| Beverly Hills Private Wealth, LLC | 0.83% | Reduce -0.3% | 94,392 | $4.4M |
| First Financial Bank - Trust Division | 0.38% | Add +18.0% | 94,244 | $4.4M |
| Arcadia Wealth Management, LLC | 1.89% | Add +3.0% | 93,131 | $4.3M |
| Fisher Asset Management | 0.00% | Reduce -10.5% | 92,482 | $4.3M |
| Ullmann Wealth Partners Group, LLC | 0.49% | Reduce -33.1% | 90,021 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -44.0% | 87,053 | $4.0M |
| Creative Planning | 0.00% | Reduce -49.7% | 86,584 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +96.3% | 86,315 | $4.0M |
| Leeward Financial Partners, LLC | 1.26% | Add +7.0% | 85,648 | $4.0M |
| Sage Rhino Capital LLC | 0.82% | Reduce -6.2% | 84,034 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 83,499 | $3.9M |
| Harbour Investments, Inc. | 0.10% | Add +3.1% | 83,195 | $3.9M |
| Diversified Portfolios, Inc. | 0.37% | Add +13.2% | 82,788 | $3.8M |
| Greenwood Capital Associates LLC | 0.48% | Add +2.6% | 82,424 | $3.8M |
| Checchi Capital Advisers, LLC | 0.26% | Add +2.5% | 81,363 | $3.8M |
| FC Advisory LLC | 1.15% | Add +0.2% | 80,377 | $3.7M |
| Rockbridge Investment Management, LCC | 0.39% | Reduce -0.9% | 77,536 | $3.6M |
| Bank of Montreal | 0.00% | Add +0.7% | 77,212 | $3.6M |
| Elevated Capital Advisors, LLC | 0.98% | No change | 75,332 | $3.5M |
| Bragg Financial Advisors, Inc | 0.12% | Add +1.1% | 74,497 | $3.5M |
| Tiaa Trust, National Association | 0.01% | New | 73,248 | $3.4M |
| First Heartland Consultants, Inc. | 0.30% | Add +3.6% | 72,479 | $3.4M |
| Sei Investments Co. | 0.00% | Add +3.3% | 71,200 | $3.3M |
| Wesbanco Bank Inc. | 0.09% | Add +4.1% | 68,536 | $3.2M |
| MAS Advisors LLC | 5.17% | Reduce -28.5% | 68,260 | $3.2M |
| Seneca Financial Advisors LLC | 1.19% | Add +122.6% | 66,870 | $3.1M |
| Surience Private Wealth LLC | 2.91% | New | 66,759 | $3.1M |
| Planwiser Financial, LLC | 2.62% | Reduce -47.7% | 66,933 | $3.1M |
| Prudent Man Advisors, LLC | 0.98% | Add +2.0% | 66,284 | $3.1M |
| Evergreen Capital Management LLC | 0.09% | Reduce -28.2% | 65,638 | $3.0M |
| Equity Investment Corp. | 0.06% | No change | 63,690 | $3.0M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -14.4% | 63,157 | $2.9M |
| Fort Point Capital Partners LLC | 0.29% | Add +9.3% | 62,846 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Reduce -4.2% | 62,371 | $2.9M |
| Rialto Wealth Management, LLC | 0.81% | Add +17.8% | 62,305 | $2.9M |
| Seed Wealth Management, Inc. | 2.14% | Reduce -61.3% | 61,915 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -5.0% | 61,914 | $2.9M |
| Voya Investment Management LLC | 0.00% | Add +0.5% | 61,739 | $2.9M |
| Emergent Wealth Advisors, LLC | 1.82% | Add +4.0% | 58,607 | $2.8M |
| Accurate Wealth Management, LLC | 0.43% | Add +2.0% | 60,836 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +19.9% | 60,231 | $2.8M |
| CacheTech Inc. | 0.51% | New | 59,829 | $2.8M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -1.1% | 59,569 | $2.8M |
| Seek First Inc. | 2.21% | Add +8.9% | 58,934 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -1.5% | 58,162 | $2.7M |
| Gould Asset Management LLC | 0.53% | Add +5.9% | 57,875 | $2.7M |
| WFA of San Diego, LLC | 1.97% | — | 57,706 | $2.7M |
| Vise Technologies, Inc. | 0.11% | — | 57,351 | $2.7M |
| Alternative Investment Advisors, LLC. | 1.31% | Add +15.2% | 56,925 | $2.6M |
| Phillips Financial Management, LLC | 0.19% | Reduce -1.1% | 56,879 | $2.6M |
| Citizens Financial Group Inc. | 0.04% | Add +18.4% | 56,247 | $2.6M |
| Foundations Investment Advisors, LLC | 0.04% | Add +7.0% | 55,915 | $2.6M |
| Arrowroot Family Office, LLC | 1.16% | — | 55,740 | $2.6M |
| Hancock Whitney Corp. | 0.05% | No change | 53,791 | $2.5M |
| Adams Wealth Management | 0.47% | New | 53,193 | $2.5M |
| Retirement Wealth Solutions LLC | 1.80% | Reduce -3.4% | 53,152 | $2.5M |
| Comerica Bank | 0.01% | Add +14.9% | 52,980 | $2.5M |
| TriaGen Wealth Management LLC | 0.73% | Add +4.8% | 52,364 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.7% | 50,594 | $2.3M |
| CGN Advisors LLC | 0.21% | Reduce -6.1% | 50,543 | $2.3M |
| VestGen Advisors, LLC | 0.09% | Reduce -7.8% | 49,884 | $2.3M |
| Signal Advisors Wealth, LLC | 0.18% | Add +0.1% | 48,670 | $2.3M |
| &partners | 0.02% | Reduce -3.7% | 48,296 | $2.2M |
| AdvisorNet Financial, Inc | 0.14% | Add +1.8% | 47,661 | $2.2M |
| Centurion Wealth Management LLC | 0.63% | Reduce -2.6% | 47,390 | $2.2M |
| Certus Wealth Management, LLC | 1.40% | Add +5.1% | 47,029 | $2.2M |
| Westfuller Advisors, LLC | 1.23% | Add +1.4% | 46,616 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +113.1% | 46,837 | $2.2M |
| Silver Oak Securities, Incorporated | 0.18% | Add +10.3% | 46,427 | $2.2M |
| Roger Wittlin Investment Advisory, LLC | 1.19% | Reduce -5.6% | 46,201 | $2.1M |
| LifePlan Financial, LLC | 1.71% | Reduce -1.5% | 44,571 | $2.1M |
| City State Bank | 0.64% | Reduce -8.6% | 43,927 | $2.0M |
| World Investment Advisors | 0.04% | Reduce -4.5% | 41,930 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -36.9% | 41,921 | $1.9M |
| AlTi Global, Inc. | 0.05% | Add +0.7% | 41,269 | $1.9M |
| Bard Associates Inc. | 0.61% | Reduce -2.4% | 40,880 | $1.9M |
| Lutz Financial Services LLC | 0.15% | Add +10.4% | 40,876 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 40,914 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.0% | 40,456 | $1.9M |
| Sykon Capital LLC | 0.68% | Reduce -45.0% | 40,427 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Add +45.0% | 39,763 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -95.6% | 39,700 | $1.8M |
| Clifford Group, LLC | 1.51% | Reduce -6.0% | 39,604 | $1.8M |
| Claro Advisors Inc. | 0.30% | Reduce -32.5% | 39,505 | $1.8M |
| Regal Investment Advisors LLC | 0.14% | Reduce -2.6% | 39,466 | $1.8M |
| Petra Financial Advisors Inc. | 1.15% | Add +0.0% | 39,240 | $1.8M |
| Cwm, LLC | 0.01% | Reduce -43.7% | 36,241 | $1.7M |
| Conning Inc. | 0.06% | No change | 36,000 | $1.7M |
| Certified Advisory Corp | 0.17% | Reduce -6.6% | 35,877 | $1.7M |
| AlphaStar Capital Management, LLC | 0.12% | Reduce -9.4% | 35,806 | $1.7M |
| Milestone Asset Management, LLC | 0.34% | New | 34,889 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.08% | Add +2.9% | 34,410 | $1.6M |
| Atlatl Advisers LLC | 0.75% | Add +0.9% | 34,238 | $1.6M |
| Ascent Group, LLC | 0.06% | Reduce -6.4% | 34,194 | $1.6M |
| Security Financial Services, INC. | 0.28% | Add +0.7% | 34,146 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | New | 34,047 | $1.6M |
| Central Pacific Bank - Trust Division | 0.21% | Reduce -0.1% | 33,934 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -23.1% | 33,390 | $1.5M |
| TRUE Private Wealth Advisors | 0.17% | Add +18.8% | 33,170 | $1.5M |
| First Horizon Advisors, Inc. | 0.04% | Add +2.0% | 32,841 | $1.5M |
| Crabel Capital Management, LLC | 0.89% | Add +58.9% | 31,465 | $1.5M |
| True North Advisors, LLC | 0.28% | Reduce -11.0% | 31,382 | $1.5M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 31,160 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +2.5% | 30,830 | $1.4M |
| Montis Financial, LLC | 0.39% | Reduce -31.9% | 30,369 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +17.2% | 29,858 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.49% | Reduce -3.3% | 29,847 | $1.4M |
| Randall & Associates Wealth Management | 1.06% | Reduce -5.4% | 29,833 | $1.4M |
| Thrive Capital Management, LLC | 0.43% | New | 29,715 | $1.4M |
| Summit Wealth Group, LLC | 0.33% | Reduce -3.3% | 28,117 | $1.3M |
| Willow Creek Wealth Management Inc. | 0.11% | No change | 27,440 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -13.3% | 26,906 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.23% | Reduce -63.0% | 26,626 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +16.3% | 26,430 | $1.2M |
| Essential Planning, LLC. | 0.45% | Reduce -0.5% | 26,315 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Reduce -54.7% | 26,104 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.3% | 26,053 | $1.2M |
| IVC Wealth Advisors LLC | 0.59% | Reduce -16.1% | 25,945 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +178.0% | 25,752 | $1.2M |
| Rothschild Wealth LLC | 0.29% | Reduce -7.5% | 25,486 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Add +202.9% | 25,142 | $1.2M |
| Prosperity Planning, Inc. | 0.46% | Reduce -0.4% | 24,628 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +4.2% | 24,102 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | Add +0.3% | 23,853 | $1.1M |
| TFB Advisors LLC | 0.29% | Add +2.2% | 23,806 | $1.1M |
| Stephens Inc. | 0.01% | Add +1.1% | 23,363 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +16.5% | 23,166 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | No change | 22,584 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -24.9% | 22,522 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | — | 22,438 | $1.0M |
| Accel Wealth Management | 0.35% | Add +4.1% | 22,391 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -8.0% | 21,750 | $1.0M |
| Ridgewood Investments LLC | 0.43% | Add +24.9% | 21,597 | $1.0M |
| Transatlantique Private Wealth LLC | 0.36% | Add +26.0% | 21,077 | $977K |
| Centennial Bank | 0.40% | Add +133.7% | 20,473 | $949K |
| HT Partners LLC | 0.29% | Reduce -0.2% | 20,410 | $946K |
| RFG Advisory, LLC | 0.02% | Add +46.0% | 20,396 | $945K |
| Kathleen S. Wright Associates Inc. | 0.37% | Reduce -2.7% | 20,325 | $942K |
| Geneos Wealth Management Inc. | 0.02% | Add +3.1% | 20,199 | $936K |
| Engineers Gate Manager LP | 0.01% | New | 20,157 | $934K |
| Townsquare Capital LLC | 0.09% | Reduce -50.1% | 19,540 | $905K |
| Hohimer Wealth Management, LLC | 0.16% | Reduce -3.4% | 19,445 | $901K |
| Strategic Financial Partners, Ltd. | 0.41% | Reduce -2.5% | 18,939 | $878K |
| Sonora Investment Management Group, LLC | 0.06% | Reduce -1.1% | 18,691 | $866K |
| Inspire Advisors, LLC | 0.09% | Add +20.4% | 18,675 | $865K |
| Mgo One Seven LLC | 0.03% | Reduce -34.3% | 18,519 | $858K |
| Kovack Advisors, Inc. | 0.08% | Add +1.3% | 18,315 | $849K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.83% | Add +5.5% | 18,263 | $846K |
| CoreCap Advisors, LLC | 0.03% | Reduce -7.5% | 18,187 | $843K |
| Ashton Thomas Securities, LLC | 0.20% | Reduce -1.3% | 17,969 | $833K |
| Global Financial Private Client, LLC | 0.31% | Reduce -0.3% | 17,745 | $822K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.4% | 17,665 | $819K |
| Modera Wealth Management, LLC | 0.01% | Add +25.3% | 17,225 | $798K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | — | 17,090 | $792K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -4.3% | 17,025 | $789K |
| Rockland Trust Co. | 0.04% | Reduce -8.6% | 16,789 | $778K |
| Fund Evaluation Group, LLC | 0.03% | New | 16,650 | $772K |
| MAI Capital Management | 0.01% | Reduce -2.7% | 16,573 | $768K |
| Axecap Investments, LLC | 0.50% | New | 16,564 | $768K |
| Financial Advocates Investment Management | 0.06% | Reduce -3.3% | 16,006 | $742K |
| Arlington Capital Management, Inc. | 0.62% | Reduce -78.8% | 15,420 | $715K |
| Level Four Advisory Services, LLC | 0.03% | Add +6.3% | 15,221 | $705K |
| Sigma Planning Corp | 0.02% | Reduce -7.1% | 14,862 | $689K |
| Brookwood Investment Group LLC | 0.11% | Reduce -1.0% | 14,853 | $688K |
| LifePlan Investment Advisors, Inc. | 0.34% | Add +4.1% | 14,847 | $688K |
| Seelaus Asset Management LLC | 0.61% | Add +6.2% | 14,750 | $684K |
| Disciplined Investments, LLC | 0.29% | Reduce -20.6% | 14,734 | $683K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -3.6% | 14,678 | $680K |
| Balboa Wealth Partners | 0.14% | Add +5.4% | 14,592 | $676K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +0.7% | 14,470 | $671K |
| Graypoint LLC | 0.04% | No change | 14,215 | $659K |
| Coppell Advisory Solutions LLC | 0.08% | Add +30.7% | 13,909 | $642K |
| Cresset Asset Management, LLC | 0.00% | New | 13,843 | $641K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -26.3% | 13,549 | $628K |
| Maripau Wealth Management LLC | 0.31% | Reduce -4.0% | 13,400 | $621K |
| Absolute Capital Management, LLC | 0.30% | Add +4.7% | 12,934 | $599K |
| Versant Capital Management, Inc | 0.09% | Reduce -6.1% | 12,925 | $599K |
| Schmidt P J Investment Management Inc. | 0.10% | Add +11.2% | 12,787 | $593K |
| FMR LLC | 0.00% | Add +8.5% | 12,606 | $584K |
| Millennium Management | 0.00% | New | 12,401 | $575K |
| AA Financial Advisors, LLC | 0.12% | Add +40.2% | 12,377 | $574K |
| Alteri Wealth LLC | 0.22% | Add +5.0% | 12,374 | $573K |
| Talon Private Wealth, LLC | 0.08% | Add +7.9% | 12,140 | $563K |
| Chapman Financial Group, LLC | 0.48% | — | 12,129 | $562K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +32.5% | 12,115 | $561K |
| Ignite Planners, LLC | 0.10% | Reduce -0.5% | 12,111 | $556K |
| Two Sigma Securities, LLC | 0.07% | Add +78.5% | 11,974 | $555K |
| Braun-Bostich & Associates Inc. | 0.37% | Reduce -2.5% | 11,804 | $547K |
| Hexagon Capital Partners LLC | 0.12% | Add +41.9% | 11,751 | $545K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -12.2% | 11,732 | $544K |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.7% | 11,644 | $540K |
| Navigation Wealth Management, Inc. | 0.78% | New | 11,482 | $532K |
| Independent Advisor Alliance | 0.01% | Reduce -30.6% | 11,259 | $522K |
| Cambridge Advisors Inc. | 0.11% | No change | 11,201 | $519K |
| Choreo, LLC | 0.01% | Add +16.3% | 11,187 | $518K |
| EP Wealth Advisors, LLC | 0.00% | Add +214.4% | 10,981 | $509K |
| Trust Point Inc. | 0.05% | Reduce -5.7% | 10,903 | $505K |
| Independent Financial Group, LLC | 0.01% | Add +82.3% | 10,865 | $503K |
| Summit Global Investments | 0.03% | Reduce -0.4% | 10,772 | $499K |
| Southland Equity Partners LLC | 0.11% | Add +2.1% | 10,767 | $499K |
| Potomac Fund Management Inc. | 0.03% | Reduce -8.9% | 10,622 | $487K |
| Equitable Holdings, Inc. | 0.00% | Add +15.0% | 10,479 | $486K |
| VestGen Investment Management | 0.34% | Reduce -9.8% | 10,322 | $478K |
| Hilltop Holdings Inc. | 0.03% | Reduce -2.5% | 10,224 | $474K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -8.9% | 10,149 | $470K |
| WT Wealth Management | 0.14% | Add +5.4% | 10,015 | $464K |
| FSA Advisors, Inc. | 0.37% | Reduce -39.6% | 9,849 | $456K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.9% | 9,762 | $452K |
| Meridian Wealth Partners, LLC | 0.07% | Add +0.6% | 9,672 | $448K |
| Pacific Financial Group Inc. | 0.34% | Add +35.6% | 9,313 | $432K |
| Edgestream Partners, L.P. | 0.01% | New | 9,281 | $430K |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 9,273 | $430K |
| Maia Wealth LLC | 0.08% | Add +19.4% | 9,083 | $421K |
| Whittier Trust Co. | 0.01% | No change | 9,061 | $420K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -7.3% | 8,975 | $416K |
| Brighton Securities Corp. | 0.23% | New | 8,890 | $412K |
| Cultivar Capital, Inc. | 0.29% | No change | 8,560 | $397K |
| Argent Trust Co | 0.01% | Reduce -9.3% | 8,555 | $396K |
| Buck Wealth Strategies, LLC | 0.06% | Add +68.3% | 8,546 | $396K |
| Park Avenue Securities LLC | 0.00% | New | 8,534 | $395K |
| Tran Capital Management, L.P. | 0.05% | No change | 8,506 | $394K |
| Trivium Point Advisory, LLC | 0.04% | Add +15.3% | 8,478 | $393K |
| Shayne & Jacobs, LLC | 0.13% | No change | 8,390 | $389K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.5% | 8,356 | $387K |
| Acorn Wealth Advisors, LLC | 0.14% | New | 8,312 | $385K |
| Continental Investors Services, Inc. | 0.69% | Add +23.8% | 8,273 | $385K |
| Lifeworks Advisors, LLC | 0.06% | Add +0.1% | 8,244 | $382K |
| SIMA Wealth Partners, LLC | 0.31% | Reduce -0.8% | 8,210 | $380K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.3% | 8,029 | $372K |
| LongView Wealth Management | 0.11% | Reduce -14.8% | 8,021 | $372K |
| Verus Capital Partners, LLC | 0.03% | Add +8.0% | 7,941 | $368K |
| Nwam LLC | 0.02% | Add +57.6% | 7,919 | $365K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +7.3% | 7,868 | $365K |
| West Michigan Advisors, LLC | 0.10% | Reduce -3.0% | 7,843 | $363K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 7,832 | $363K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +17.2% | 7,779 | $360K |
| Redwood Investment Management, LLC | 0.04% | Add +7.4% | 7,737 | $359K |
| Carnegie Investment Counsel | 0.01% | New | 7,745 | $359K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.9% | 7,695 | $357K |
| Boyd Watterson Asset Management LLC | 0.11% | Add +3.7% | 7,686 | $356K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 7,682 | $356K |
| World Equity Group, Inc. | 0.10% | Reduce -12.1% | 7,613 | $353K |
| Leo Wealth, LLC | 0.03% | New | 7,572 | $351K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 7,531 | $349K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 7,523 | $349K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -4.3% | 7,448 | $345K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -36.8% | 7,469 | $344K |
| Money Concepts Capital Corp. | 0.02% | Add +20.5% | 7,408 | $343K |
| Guidance Capital, Inc. | 0.10% | Add +4.0% | 7,372 | $341K |
| PAX Financial Group, LLC | 0.06% | Reduce -43.3% | 7,239 | $335K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 7,163 | $332K |
| United Advisor Group, LLC | 0.06% | Reduce -6.2% | 7,067 | $327K |
| HUB Investment Partners, LLC | 0.01% | Add +5.0% | 6,986 | $324K |
| Saranac Partners Ltd | 0.17% | Reduce -5.8% | 6,973 | $323K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -1.9% | 6,934 | $321K |
| Meridian Wealth Management, LLC | 0.01% | New | 6,791 | $315K |
| Copperleaf Capital, LLC | 0.16% | Reduce -4.2% | 6,770 | $314K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.6% | 6,756 | $313K |
| Lido Advisors, LLC | 0.00% | New | 6,719 | $311K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 6,719 | $311K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -29.1% | 6,658 | $309K |
| Orleans Capital Management Corp. | 0.16% | No change | 6,650 | $308K |
| Barrett & Company, Inc. | 0.12% | Add +0.1% | 6,635 | $307K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 6,614 | $306K |
| Compound Planning, Inc. | 0.01% | Reduce -7.0% | 6,591 | $305K |
| Stelac Advisory Services LLC | 0.11% | No change | 6,427 | $298K |
| Brown Advisory Inc. | 0.00% | Add +26.0% | 6,411 | $297K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 6,406 | $297K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 6,369 | $295K |
| Spire Wealth Management | 0.01% | Reduce -2.7% | 6,305 | $292K |
| Acas, LLC | 0.19% | Reduce -7.5% | 6,116 | $284K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 6,120 | $284K |
| Patten & Patten Inc. | 0.02% | No change | 6,113 | $283K |
| Sowell Financial Services LLC | 0.01% | Reduce -14.1% | 6,086 | $282K |
| Balefire, LLC | 0.06% | New | 5,956 | $276K |
| Benjamin Edwards Inc. | 0.00% | New | 5,932 | $275K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -4.0% | 5,926 | $275K |
| Proactive Wealth Strategies LLC | 0.13% | Add +1.1% | 5,806 | $269K |
| Private Trust Co. NA | 0.03% | Add +26.0% | 5,735 | $266K |
| Advyzon Investment Management, LLC | 0.06% | New | 5,707 | $264K |
| AQR Capital Management | 0.00% | Reduce -23.0% | 5,680 | $263K |
| RCS Financial Planning, LLC | 0.13% | New | 5,613 | $260K |
| Atlantic Union Bankshares Corp | 0.01% | New | 5,555 | $257K |
| Belpointe Asset Management LLC | 0.01% | Reduce -16.4% | 5,529 | $256K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -11.6% | 5,515 | $256K |
| Janus Henderson Group PLC | 0.00% | Reduce -93.9% | 5,446 | $252K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.3% | 5,356 | $248K |
| REAP Financial Group, LLC | 0.06% | Reduce -6.6% | 5,350 | $248K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -2.2% | 5,291 | $245K |
| Apollon Wealth Management, LLC | 0.00% | New | 5,277 | $245K |
| Rossby Financial, LCC | 0.09% | Add +1.5% | 5,240 | $243K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -15.7% | 5,068 | $235K |
| Yoffe Investment Management, LLC | 0.32% | No change | 5,051 | $234K |
| Successful Portfolios LLC | 0.14% | Reduce -1.3% | 5,045 | $234K |
| Elite Life Management LLC | 0.60% | No change | 5,040 | $234K |
| Blair William & Co. | 0.00% | Add +2.5% | 5,011 | $232K |
| Essex Bank | 0.05% | Reduce -0.9% | 4,938 | $229K |
| Clean Yield Group | 0.07% | No change | 4,855 | $225K |
| Park Square Financial Group, LLC | 0.16% | Reduce -3.6% | 4,835 | $224K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -26.3% | 4,821 | $223K |
| Decker Retirement Planning Inc. | 0.13% | Reduce -44.0% | 4,782 | $222K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -12.2% | 4,746 | $220K |
| Richardson Financial Services Inc. | 0.15% | Add +5.7% | 4,730 | $219K |
| Wedbush Securities Inc. | 0.01% | Reduce -10.2% | 4,700 | $218K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -14.2% | 4,670 | $216K |
| GeoWealth Management, LLC | 0.01% | New | 4,662 | $216K |
| Bison Wealth, LLC | 0.02% | Reduce -2.0% | 4,618 | $214K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 4,615 | $214K |
| SageView Advisory Group, LLC | 0.01% | Add +1.0% | 4,651 | $214K |
| Caitlin John, LLC | 0.19% | No change | 4,594 | $213K |
| Howe & Rusling Inc. | 0.02% | Add +0.6% | 4,592 | $213K |
| Baird Financial Group, Inc. | 0.00% | New | 4,533 | $210K |
| Bcwm, LLC | 0.07% | New | 4,489 | $208K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 4,445 | $206K |
| Ofc Financial Planning, LLC | 0.21% | No change | 4,353 | $202K |
| Moneco Advisors, LLC | 0.02% | New | 4,347 | $201K |
| Archer Investment Corp | 0.04% | Add +2.4% | 4,003 | $186K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -3.6% | 3,823 | $177K |
| Cardiff Park Advisors, LLC | 0.01% | Add +2.7% | 3,687 | $171K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 3,437 | $159K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.9% | 3,097 | $144K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -71.7% | 3,000 | $139K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -42.4% | 2,734 | $127K |
| Rogco, LP | 0.05% | No change | 2,718 | $126K |
| Wells Financial Advisors INC | 0.17% | Reduce -14.4% | 2,680 | $124K |
| Semmax Financial Advisors Inc. | 0.03% | Reduce -90.6% | 2,515 | $116K |
| Cape Investment Advisory, Inc. | 0.04% | Add +20.9% | 2,329 | $108K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -31.9% | 2,311 | $107K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -2.0% | 2,287 | $106K |
| Winthrop Capital Management, LLC | 0.02% | No change | 2,064 | $96K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $93K |
| Fifth Third Bancorp | 0.00% | Reduce -91.3% | 1,987 | $92K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | — | 1,725 | $80K |
| Pin Oak Investment Advisors Inc. | 0.06% | New | 1,651 | $76K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -33.4% | 1,595 | $74K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.9% | 1,591 | $74K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,463 | $68K |
| National Bank of Canada | 0.00% | No change | 1,465 | $68K |
| Berkshire Money Management, Inc. | 0.01% | New | 1,459 | $68K |
| Asset Dedication, LLC | 0.00% | Add +149.6% | 1,410 | $65K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 1,345 | $62K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,334 | $61K |
| Traub Capital Management LLC | 0.06% | — | 1,304 | $60K |
| Ameriflex Group, Inc. | 0.03% | Reduce -0.8% | 1,152 | $53K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $48K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 1,028 | $48K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3565.4% | 953 | $44K |
| AlphaCore Capital LLC | 0.00% | Add +71.7% | 884 | $41K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 869 | $40K |
| Bellevue Asset Management, LLC | 0.02% | New | 851 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -94.9% | 827 | $38K |
| CENTRAL TRUST Co | 0.00% | New | 818 | $38K |
| City Holding Co. | 0.00% | Reduce -39.1% | 800 | $37K |
| TCTC Holdings, LLC | 0.00% | New | 791 | $37K |
| Horizon Financial Services, LLC | 0.02% | No change | 761 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -30.4% | 748 | $35K |
| Evolution Wealth Management Inc. | 0.04% | — | 732 | $34K |
| Clark Wealth Partners | 0.02% | Reduce -52.5% | 728 | $34K |
| Investors Research Corp | 0.01% | Add +1.8% | 726 | $34K |
| Legacy Investment Solutions, LLC | 0.02% | — | 692 | $32K |
| Legacy Wealth Managment, LLC | 0.02% | Add +29.4% | 692 | $32K |
| Dunhill Financial, LLC | 0.01% | No change | 680 | $32K |
| LRI Investments, LLC | 0.00% | Reduce -7.0% | 680 | $32K |
| Breakwater Investment Management | 0.01% | No change | 590 | $27K |
| Montag A & Associates Inc. | 0.00% | No change | 551 | $26K |
| Truvestments Capital LLC | 0.00% | Add +1.2% | 525 | $24K |
| Parallel Advisors, LLC | 0.00% | Reduce -70.7% | 524 | $24K |
| Bangor Savings Bank | 0.00% | No change | 520 | $24K |
| Colonial Trust Co / SC | 0.00% | Add +440.0% | 513 | $24K |
| First PREMIER Bank | 0.01% | No change | 470 | $22K |
| Citigroup Inc. | 0.00% | Reduce -5.6% | 471 | $22K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 465 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -13.1% | 459 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.4% | 423 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 409 | $19K |
| Millstone Evans Group, LLC | 0.01% | No change | 407 | $19K |
| Sound Income Strategies, LLC | 0.00% | Add +14.7% | 398 | $18K |
| 2UniFi Bank | 0.01% | No change | 390 | $18K |
| Anchor Investment Management, LLC | 0.00% | New | 371 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 363 | $17K |
| WPG Advisers, LLC | 0.01% | No change | 342 | $16K |
| BlackRock, Inc. | 0.00% | No change | 320 | $15K |
| Key Financial Inc | 0.00% | No change | 280 | $13K |
| Abound Wealth Management | 0.00% | New | 272 | $13K |
| Rise Advisors, LLC | 0.01% | Reduce -11.5% | 270 | $13K |
| Trust Co. of Toledo NA | 0.00% | New | 249 | $12K |
| WealthShield Partners, LLC | 0.00% | Add +1.3% | 242 | $11K |
| Eastern Bank | 0.00% | No change | 225 | $10K |
| Total Investment Management Inc. | 0.00% | New | 219 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -19.5% | 206 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 186 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 181 | $8K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 180 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 173 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 171 | $8K |
| Transce3nd, LLC | 0.00% | Reduce -98.7% | 170 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 160 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +220.0% | 160 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 160 | $7K |
| Salomon & Ludwin, LLC | 0.00% | Add +271.4% | 156 | $7K |
| First Community Trust NA | 0.01% | No change | 146 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| Pacifica Partners Inc. | 0.00% | New | 133 | $6K |
| Darwin Wealth Management, LLC | 0.00% | Add +0.8% | 128 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +106.9% | 120 | $5K |
| Blume Capital Management, Inc. | 0.00% | New | 107 | $5K |
| Arax Advisory Partners | 0.00% | No change | 105 | $5K |
| Tidemark, LLC | 0.00% | Add +2.0% | 104 | $5K |
| Crews Bank & Trust | 0.00% | No change | 100 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 77 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 81 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 81 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 80 | $4K |
| Signaturefd, LLC | 0.00% | No change | 74 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 73 | $3K |
| Albion Financial Group | 0.00% | New | 72 | $3K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 68 | $3K |
| ORG Partners LLC | 0.00% | No change | 64 | $3K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 66 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Add +93.8% | 62 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 62 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +86.7% | 56 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $3K |
| Promus Capital, LLC | 0.00% | No change | 40 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 38 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -13.2% | 33 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.0% | 31 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 31 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 30 | $1K |
| Register Financial Advisors LLC | 0.00% | New | 27 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $1K |
| Bellwether Advisors, LLC | 0.00% | No change | 24 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -88.4% | 22 | $1K |
| Avion Wealth | 0.00% | No change | 36 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $973 |
| WestEnd Advisors, LLC | 0.00% | New | 19 | $880 |
| GHP Investment Advisors, Inc. | 0.00% | New | 17 | $791 |
| Solstein Capital, LLC | 0.00% | New | 15 | $695 |
| Sachetta, LLC | 0.00% | Add +7.7% | 14 | $632 |
| Integrity Financial Corp | 0.00% | No change | 11 | $510 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 11 | $468 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $463 |
| Kilter Group LLC | 0.00% | New | 9 | $418 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $371 |
| HighMark Wealth Management LLC | 0.00% | Add +25.0% | 5 | $210 |
| Brooklyn Investment Group | 0.00% | New | 3 | $140 |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.