Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q3 2025 (September 30)628holders +3
56new positions
43sold out
2famous investors
$46.97avg. 13F price*
At the end of Q3 2025, 628 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 3 from Q2 2025. 56 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($2.7B), JPMorgan Chase & Co. ($2.4B) and Envestnet Asset Management Inc. ($1.0B). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $165.7M |
| Exits | 43 | $70.5M |
All 13F filers, Q2 2025 → Q3 2025: 19,958,031 shares bought and 4,432,795 shares sold, net +15,525,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 628 holders
| Bank of America Corp. | 0.20% | Add +8.4% | 57,618,720 | $2.7B |
| JPMorgan Chase & Co. | 0.15% | Add +2.5% | 50,924,140 | $2.4B |
| Envestnet Asset Management Inc. | 0.30% | Add +5.4% | 22,220,955 | $1.0B |
| Bank of New York Mellon Corp | 0.09% | Add +2.5% | 10,336,243 | $485.4M |
| Assetmark, Inc. | 0.89% | Add +2.6% | 8,839,027 | $415.1M |
| Wells Fargo & Company | 0.08% | Add +13.8% | 8,164,127 | $383.4M |
| Mather Group, Llc. | 3.21% | Add +4.8% | 6,778,519 | $318.3M |
| Stifel Financial Corp. | 0.27% | Add +7.1% | 6,271,666 | $294.5M |
| LPL Financial LLC | 0.08% | Add +0.8% | 6,154,440 | $289.0M |
| Raymond James Financial Inc. | 0.09% | Reduce -1.1% | 5,627,644 | $264.3M |
| Morgan Stanley | 0.01% | Add +3.1% | 4,741,151 | $222.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.5% | 4,492,511 | $210.9M |
| TD Private Client Wealth LLC | 4.73% | Add +8.0% | 4,470,696 | $209.9M |
| Lincoln National Corp. | 4.89% | Add +5.8% | 3,654,220 | $171.6M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Add +1.3% | 3,594,348 | $168.8M |
| Clearstead Advisors, LLC | 1.75% | Add +17.2% | 2,550,703 | $119.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -25.1% | 2,469,744 | $116.0M |
| NorthCoast Asset Management LLC | 0.42% | Reduce -1.2% | 2,271,932 | $106.7M |
| Keybank National Association | 0.37% | Add +3.2% | 2,246,461 | $105.5M |
| Angeles Investment Advisors, LLC | 5.93% | New | 1,923,500 | $90.3M |
| Acropolis Investment Management, LLC | 4.08% | Add +4.4% | 1,732,187 | $80.3M |
| Castleark Management LLC | 2.25% | No change | 1,705,540 | $80.1M |
| Financial Engines Advisors L.L.C. | 0.15% | Add +9.8% | 1,637,230 | $76.9M |
| Royal Bank of Canada | 0.01% | Add +3.6% | 1,633,388 | $76.7M |
| Valmark Advisers, Inc. | 0.92% | Add +4.5% | 1,507,168 | $70.8M |
| Ally Invest Advisors Inc. | 4.37% | Add +5.2% | 1,297,363 | $60.9M |
| First Interstate Bank | 3.29% | Add +2.1% | 1,268,396 | $59.6M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +1.1% | 1,231,441 | $57.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +3.5% | 1,224,727 | $57.5M |
| Cetera Investment Advisers | 0.07% | Add +19.8% | 1,215,618 | $57.1M |
| HighTower Advisors, LLC | 0.06% | Add +9.9% | 1,149,564 | $54.0M |
| Osaic Holdings, Inc. | 0.07% | Add +16.6% | 1,125,409 | $52.8M |
| Kestra Investment Management, LLC | 1.39% | Add +13.9% | 1,105,746 | $51.9M |
| Bell Investment Advisors, Inc | 7.68% | Add +4.9% | 1,001,407 | $47.0M |
| Bank of Hawaii | 2.33% | Add +1.6% | 994,794 | $46.7M |
| Victory Capital Management Inc. | 0.03% | Reduce 0.0% | 943,031 | $44.3M |
| First Financial Bankshares Inc | 0.90% | Add +1.4% | 935,087 | $43.9M |
| Merit Financial Group, LLC | 0.39% | Add +45.4% | 909,795 | $42.7M |
| UBS Group AG | 0.01% | Add +3.7% | 905,293 | $42.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +7.9% | 897,210 | $42.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.78% | Add +2.0% | 872,171 | $41.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Reduce -3.2% | 824,100 | $38.7M |
| Garde Capital, Inc. | 1.92% | Add +13.0% | 813,559 | $38.2M |
| Bell Bank | 1.58% | Add +74.3% | 778,461 | $36.6M |
| 1832 Asset Management L.P. | 0.06% | Reduce -0.5% | 770,324 | $36.2M |
| Woodard & Co. Asset Management Group Inc. | 5.26% | Add +1012969.1% | 688,887 | $32.4M |
| Power Wealth Management LLC | 11.39% | Add +7.7% | 666,078 | $31.3M |
| Sofi Wealth, LLC | 1.65% | Add +12.7% | 653,401 | $30.7M |
| Manning & Napier Advisors LLC | 0.37% | Add +4.8% | 611,806 | $28.8M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +2.0% | 600,243 | $28.2M |
| BlueStem Wealth Partners, LLC | 3.21% | Add +9.3% | 597,332 | $28.1M |
| Bartlett & Co. Wealth Management LLC | 0.37% | Reduce -2.8% | 590,937 | $27.8M |
| Seven Mile Advisory | 4.37% | New | 567,646 | $26.7M |
| Truist Financial Corp. | 0.04% | Add +3.0% | 555,126 | $26.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.2% | 542,161 | $25.5M |
| Intelligence Driven Advisers, LLC | 3.51% | Add +7.2% | 539,655 | $25.3M |
| HBK Sorce Advisory LLC | 0.62% | Add +15.4% | 528,346 | $24.9M |
| Pathstone Holdings, LLC | 0.09% | Add +4.4% | 506,632 | $23.8M |
| MML Investors Services, LLC | 0.06% | Reduce -2.4% | 494,649 | $23.2M |
| US Bancorp \de | 0.03% | Reduce -0.4% | 478,516 | $22.5M |
| SeaBridge Investment Advisors LLC | 3.63% | Add +50.5% | 475,743 | $22.3M |
| St Germain D J Co. Inc. | 0.88% | Reduce -0.7% | 468,238 | $22.0M |
| 1607 Capital Partners, LLC | 1.66% | Reduce -4.6% | 468,155 | $22.0M |
| Zurich Insurance Group Ltd | 0.16% | No change | 467,648 | $22.0M |
| Jaffetilchin Investment Partners, LLC | 1.22% | Add +6.4% | 432,791 | $20.3M |
| Courier Capital LLC | 1.15% | Add +0.5% | 426,599 | $20.0M |
| Employees' Retirement Fund of the City of Fort Worth | 9.18% | Add +109.1% | 418,200 | $19.6M |
| United Asset Strategies, Inc. | 1.52% | Add +20.1% | 404,052 | $19.0M |
| Connecticut Wealth Management, LLC | 0.83% | Reduce -6.4% | 396,868 | $18.6M |
| RKL Wealth Management LLC | 1.58% | Add +9.3% | 395,522 | $18.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 394,092 | $18.5M |
| Proffitt & Goodson Inc. | 2.65% | Add +4.1% | 392,837 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +14.4% | 380,326 | $17.9M |
| Allworth Financial LP | 0.08% | Reduce -2.3% | 377,437 | $17.7M |
| Quantum Financial Advisors, LLC | 2.14% | Add +4.0% | 373,096 | $17.5M |
| Sanctuary Advisors, LLC | 0.10% | Add +18.8% | 368,775 | $17.3M |
| Whitcomb & Hess, Inc. | 4.40% | Add +9.6% | 364,454 | $17.1M |
| CreativeOne Wealth, LLC | 0.41% | Add +0.8% | 358,241 | $16.8M |
| Obsidian Cio, LLC | 2.13% | Add +7.0% | 345,173 | $16.2M |
| Diversify Advisory Services, LLC | 0.53% | Add +42.2% | 337,981 | $15.9M |
| Capital Insight Partners, LLC | 2.62% | Reduce -1.1% | 336,727 | $15.8M |
| Windward Private Wealth Management Inc. | 5.37% | Add +0.6% | 331,517 | $15.6M |
| Savvy Advisors, Inc. | 0.70% | Add +62.7% | 325,880 | $15.3M |
| Vectors Research Management, LLC | 4.81% | Reduce -4.4% | 324,752 | $15.3M |
| NewEdge Advisors, LLC | 0.07% | Add +2.8% | 323,941 | $15.2M |
| Sterling Investment Management, LLC | 9.14% | Add +40.6% | 323,900 | $15.2M |
| Staley Capital Advisers Inc. | 0.62% | Reduce -0.6% | 318,975 | $15.0M |
| Clark Asset Management, LLC | 1.69% | Add +9.8% | 309,551 | $14.5M |
| Robinswood Financial LLC | 4.79% | Add +2.2% | 306,019 | $14.4M |
| MA Private Wealth | 2.41% | Reduce -1.3% | 305,145 | $14.3M |
| Betterment LLC | 0.03% | Add +3.8% | 301,959 | $14.2M |
| Family CFO Inc | 6.43% | Add +8.1% | 297,194 | $14.0M |
| NorthRock Partners, LLC | 0.25% | New | 290,491 | $13.6M |
| First National Trust Co | 0.47% | Reduce -1.5% | 290,258 | $13.6M |
| Websterrogers Financial Advisors, LLC | 3.92% | Add +7.1% | 278,526 | $13.1M |
| 1834 Investment Advisors Co. | 1.56% | Add +6.6% | 270,166 | $12.7M |
| Perigon Wealth Management, LLC | 0.26% | Add +10.2% | 268,947 | $12.6M |
| FLC Capital Advisors | 2.36% | Add +2.6% | 259,347 | $12.2M |
| Strategic Blueprint, LLC | 0.53% | Add +12.2% | 258,638 | $12.1M |
| Federated Hermes, Inc. | 0.02% | Add +7.3% | 254,320 | $11.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -24.1% | 248,058 | $11.6M |
| Rialto Wealth Management, LLC | 2.99% | Add +296.3% | 246,926 | $11.6M |
| Sensible Financial Planning & Management, LLC. | 2.05% | Reduce -0.3% | 240,360 | $11.3M |
| Alps Advisors Inc. | 0.06% | Reduce -0.2% | 238,278 | $11.2M |
| Old National Bancorp | 0.19% | Add +8.1% | 238,092 | $11.2M |
| Bessemer Group Inc. | 0.02% | Reduce -0.1% | 230,300 | $10.8M |
| First American Trust, FSB | 0.78% | Add +35.8% | 228,915 | $10.7M |
| Atria Investments, Inc | 0.12% | Reduce -9.6% | 227,800 | $10.7M |
| Strategic Investment Advisors / MI | 0.94% | Add +6.7% | 220,676 | $10.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.0% | 221,678 | $10.4M |
| Level Financial Advisors | 2.88% | Add +5.0% | 217,673 | $10.2M |
| Cravens & Co Advisors, LLC | 6.91% | Add +4.3% | 215,486 | $10.1M |
| OneAscent Financial Services LLC | 0.66% | Add +107.0% | 210,884 | $9.9M |
| Bulwark Capital Corp | 7.69% | Add +7.0% | 210,389 | $9.9M |
| Evolution Advisers, Inc. | 4.42% | Add +4.5% | 208,527 | $9.8M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Add +5.9% | 204,655 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1957.5% | 200,850 | $9.4M |
| Smartleaf Asset Management LLC | 0.58% | Reduce -3.1% | 199,208 | $9.4M |
| EverSource Wealth Advisors, LLC | 0.37% | Reduce -10.4% | 196,547 | $9.2M |
| Obsidian Personal Planning Solutions LLC | 3.15% | Add +2.6% | 192,080 | $9.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.7% | 190,632 | $9.0M |
| WNY Asset Management, LLC | 0.85% | Add +0.5% | 189,018 | $8.9M |
| United Capital Management of KS, Inc. | 1.21% | Add +9.6% | 188,785 | $8.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -10.5% | 186,728 | $8.8M |
| VCI Wealth Management LLC | 2.64% | Add +5.8% | 185,140 | $8.7M |
| Zacks Investment Management | 0.07% | Add +1.3% | 183,580 | $8.6M |
| Pinnacle Wealth Management Group, Inc. | 4.25% | Add +4.8% | 176,446 | $8.3M |
| Dynamic Wealth Strategies, LLC | 5.51% | Add +77.8% | 175,531 | $8.2M |
| Simon Quick Advisors, LLC | 0.37% | Add +3.8% | 173,421 | $8.1M |
| Sovereign Investment Advisors, LLC | 2.16% | Add +1.1% | 168,787 | $7.9M |
| Leuthold Group, LLC | 0.86% | New | 167,597 | $7.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.1% | 165,394 | $7.8M |
| ONE Advisory Partners, LLC | 2.38% | Add +8.6% | 164,535 | $7.7M |
| Mgo One Seven LLC | 0.18% | Add +780.7% | 163,100 | $7.7M |
| Keystone Global Partners, LLC | 3.89% | Reduce -10.0% | 162,706 | $7.6M |
| Parr McKnight Wealth Management Group, LLC | 0.97% | Add +0.2% | 157,877 | $7.4M |
| Mutual Advisors, LLC | 0.16% | Add +1.4% | 154,829 | $7.3M |
| SWS Partners | 1.76% | Add +7.0% | 153,955 | $7.2M |
| Mendota Financial Group, LLC | 5.31% | Add +12.8% | 151,398 | $7.1M |
| PFG Advisors | 0.29% | Reduce -6.0% | 149,663 | $7.0M |
| Hobart Private Capital, LLC | 1.47% | Reduce -1.5% | 149,352 | $7.0M |
| Prospera Financial Services Inc | 0.12% | Add +0.6% | 147,085 | $6.9M |
| Bay Harbor Wealth Management, LLC | 1.85% | Add +0.6% | 146,034 | $6.9M |
| EFG Asset Management (Americas) Corp. | 1.18% | Add +20.2% | 146,024 | $6.9M |
| Premier Path Wealth Partners, LLC | 0.87% | Add +5.4% | 143,346 | $6.7M |
| Modern Wealth Management, LLC | 0.13% | New | 143,064 | $6.7M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -0.3% | 132,989 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.8% | 132,029 | $6.2M |
| Marion Wealth Management | 1.42% | Add +1.8% | 127,059 | $6.0M |
| Diversify Wealth Management, LLC | 0.34% | Add +16.8% | 125,847 | $5.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.34% | Add +9.7% | 123,908 | $5.8M |
| Parker Financial LLC | 2.38% | Reduce -1.0% | 123,807 | $5.8M |
| Brookstone Capital Management | 0.07% | Add +5.9% | 123,334 | $5.8M |
| Farther Finance Advisors, LLC | 0.09% | Add +24.8% | 122,877 | $5.8M |
| Chandler Asset Management, Inc. | 0.94% | Reduce -8.0% | 122,000 | $5.7M |
| Unison Advisors LLC | 0.50% | Reduce -1.1% | 117,521 | $5.5M |
| Vident Advisory, LLC | 0.05% | Add +2.3% | 116,366 | $5.5M |
| Principal Securities, Inc. | 0.09% | Add +9.3% | 113,172 | $5.3M |
| Oak Hill Wealth Advisors, LLC | 0.99% | Add +6.6% | 112,208 | $5.3M |
| SWP Financial LLC | 2.67% | Add +3.0% | 111,601 | $5.2M |
| OneAscent Investment Solutions LLC | 5.35% | Add +5.7% | 107,093 | $5.0M |
| Financial Gravity Asset Management, Inc. | 0.97% | — | 104,574 | $4.9M |
| Cerity Partners LLC | 0.01% | Add +24.7% | 104,088 | $4.9M |
| Sovereign Financial Group, Inc. | 0.91% | Add +4.4% | 104,052 | $4.9M |
| Simplicity Wealth,LLC | 0.28% | Reduce -45.5% | 103,094 | $4.8M |
| Composition Wealth, LLC | 0.07% | Reduce -35.3% | 102,600 | $4.8M |
| Aspire Private Capital, LLC | 1.04% | Add +2.7% | 101,152 | $4.8M |
| Forthright Family Wealth Advisory LLC | 2.90% | Reduce -9.4% | 100,521 | $4.7M |
| Security Benefit Life Insurance Co. | 1.91% | No change | 100,000 | $4.7M |
| Leeward Financial Partners, LLC | 1.33% | Add +16.0% | 99,353 | $4.7M |
| Hilltop Partners LLC | 1.33% | Add +0.4% | 94,759 | $4.4M |
| Beverly Hills Private Wealth, LLC | 0.78% | Reduce -1.1% | 93,405 | $4.4M |
| Center For Asset Management LLC | 2.34% | Reduce -23.1% | 93,344 | $4.4M |
| Harbour Investments, Inc. | 0.10% | Add +12.2% | 93,314 | $4.4M |
| Arcadia Wealth Management, LLC | 1.73% | Reduce -0.5% | 92,658 | $4.4M |
| Columbus Macro, LLC | 0.49% | Reduce -2.5% | 92,180 | $4.3M |
| First Financial Bank - Trust Division | 0.37% | Reduce -2.8% | 91,606 | $4.3M |
| Onyx Bridge Wealth Group LLC | 0.47% | Reduce -12.3% | 91,337 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +54.3% | 89,737 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +3.3% | 89,190 | $4.2M |
| Blue Trust, Inc. | 0.05% | Reduce -17.9% | 87,269 | $4.1M |
| Checchi Capital Advisers, LLC | 0.28% | Add +5.2% | 85,604 | $4.0M |
| Diversified Portfolios, Inc. | 0.35% | Add +3.1% | 85,325 | $4.0M |
| Sage Rhino Capital LLC | 0.77% | Add +1.4% | 85,245 | $4.0M |
| Greenwood Capital Associates LLC | 0.45% | Add +1.6% | 83,702 | $3.9M |
| Bank of Montreal | 0.00% | Add +7.3% | 82,816 | $3.9M |
| Sei Investments Co. | 0.00% | Add +16.0% | 82,623 | $3.9M |
| Accurate Wealth Management, LLC | 0.51% | Add +32.3% | 80,506 | $3.8M |
| FC Advisory LLC | 1.11% | Add +0.3% | 80,633 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -9.6% | 78,711 | $3.7M |
| Cobblestone Capital Advisors LLC | 0.18% | Add +125.9% | 77,720 | $3.6M |
| Rockbridge Investment Management, LCC | 0.36% | Add +0.0% | 77,548 | $3.6M |
| Consolidated Portfolio Review Corp | 0.45% | Reduce -19.6% | 76,803 | $3.6M |
| Bragg Financial Advisors, Inc | 0.12% | Add +1.3% | 75,450 | $3.5M |
| First Heartland Consultants, Inc. | 0.28% | Add +3.2% | 74,801 | $3.5M |
| Wesbanco Bank Inc. | 0.10% | Add +8.3% | 74,212 | $3.5M |
| Ullmann Wealth Partners Group, LLC | 0.37% | Reduce -20.0% | 72,010 | $3.4M |
| Sykon Capital LLC | 1.12% | Add +76.9% | 71,508 | $3.4M |
| &partners | 0.02% | Add +40.9% | 68,025 | $3.3M |
| Cornerstone Planning Group LLC | 0.53% | Add +128.0% | 5,268 | $3.3M |
| Elevated Capital Advisors, LLC | 0.81% | Reduce -7.6% | 69,579 | $3.3M |
| Creative Planning | 0.00% | Reduce -20.0% | 69,245 | $3.3M |
| Seneca Financial Advisors LLC | 1.06% | Add +3.2% | 69,016 | $3.2M |
| Fort Point Capital Partners LLC | 0.41% | Add +9.8% | 68,983 | $3.2M |
| HSBC Holdings PLC | 0.00% | Reduce -46.3% | 68,623 | $3.2M |
| Planwiser Financial, LLC | 2.54% | Add +1.6% | 68,003 | $3.2M |
| Prudent Man Advisors, LLC | 1.15% | Add +0.1% | 66,384 | $3.1M |
| MAS Advisors LLC | 4.90% | Reduce -3.4% | 65,945 | $3.1M |
| Baker Avenue Asset Management, LP | 0.07% | Add +9.3% | 65,099 | $3.1M |
| Voya Investment Management LLC | 0.00% | Add +5.4% | 65,079 | $3.1M |
| Emergent Wealth Advisors, LLC | 1.77% | Add +10.3% | 64,613 | $3.0M |
| Equity Investment Corp. | 0.06% | Add +1.8% | 64,830 | $3.0M |
| Verdence Capital Advisors LLC | 0.17% | New | 63,661 | $3.0M |
| Alternative Investment Advisors, LLC. | 1.37% | Add +12.5% | 64,027 | $3.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1973.3% | 62,200 | $2.9M |
| Seed Wealth Management, Inc. | 2.01% | No change | 61,915 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +9.6% | 61,266 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +49.8% | 61,285 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +29.9% | 60,859 | $2.9M |
| Seek First Inc. | 2.00% | Add +0.3% | 59,107 | $2.8M |
| WFA of San Diego, LLC | 1.90% | Add +2.3% | 59,022 | $2.8M |
| Gould Asset Management LLC | 0.51% | Add +2.0% | 59,020 | $2.8M |
| Comerica Bank | 0.01% | Add +9.7% | 58,094 | $2.7M |
| Evergreen Capital Management LLC | 0.06% | Reduce -12.0% | 57,778 | $2.7M |
| CacheTech Inc. | 0.54% | Reduce -4.5% | 57,165 | $2.7M |
| Phillips Financial Management, LLC | 0.18% | No change | 56,879 | $2.7M |
| TriaGen Wealth Management LLC | 0.70% | Add +8.5% | 56,814 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -5.7% | 56,811 | $2.7M |
| Arrowroot Family Office, LLC | 1.05% | Add +0.4% | 55,958 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -11.8% | 54,582 | $2.6M |
| Retirement Wealth Solutions LLC | 1.66% | Add +0.9% | 53,631 | $2.5M |
| Certus Wealth Management, LLC | 1.47% | Add +11.3% | 52,333 | $2.5M |
| Jefferies Financial Group Inc. | 0.02% | New | 52,144 | $2.4M |
| Vise Technologies, Inc. | 0.09% | Reduce -9.7% | 51,774 | $2.4M |
| VestGen Advisors, LLC | 0.08% | Add +2.2% | 50,977 | $2.4M |
| Hancock Whitney Corp. | 0.04% | Reduce -7.1% | 49,988 | $2.3M |
| Veridan Wealth LLC | 0.80% | — | 49,636 | $2.3M |
| Adams Wealth Management | 0.50% | Reduce -7.4% | 49,258 | $2.3M |
| CGN Advisors LLC | 0.19% | Reduce -3.8% | 48,639 | $2.3M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -0.4% | 48,491 | $2.3M |
| Leavell Investment Management, Inc. | 0.09% | Add +20.2% | 47,810 | $2.2M |
| Centurion Wealth Management LLC | 0.51% | Add +0.8% | 47,755 | $2.2M |
| Claro Advisors Inc. | 0.32% | Add +17.9% | 46,584 | $2.2M |
| LifePlan Financial, LLC | 1.69% | Add +2.0% | 45,484 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +33.5% | 45,459 | $2.1M |
| Roger Wittlin Investment Advisory, LLC | 1.16% | Reduce -4.0% | 44,328 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +7.5% | 42,669 | $2.0M |
| World Investment Advisors | 0.04% | Add +0.3% | 42,033 | $2.0M |
| Lutz Financial Services LLC | 0.14% | Add +2.2% | 41,788 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.0% | 41,654 | $2.0M |
| AlTi Global, Inc. | 0.05% | Add +0.7% | 41,536 | $2.0M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -12.9% | 41,490 | $1.9M |
| Westfuller Advisors, LLC | 0.88% | Reduce -11.3% | 41,327 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +58.1% | 40,714 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -4.0% | 40,239 | $1.9M |
| Petra Financial Advisors Inc. | 1.07% | Reduce -0.2% | 39,165 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.2% | 39,130 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +30.2% | 38,862 | $1.8M |
| Advisory Alpha, LLC | 0.05% | Add +47.5% | 38,499 | $1.8M |
| Lazard Asset Management LLC | 0.00% | New | 38,494 | $1.8M |
| Regal Investment Advisors LLC | 0.11% | Reduce -5.9% | 37,121 | $1.7M |
| Atlatl Advisers LLC | 0.69% | Add +8.3% | 37,087 | $1.7M |
| Citizens Financial Group Inc. | 0.02% | Reduce -34.6% | 36,806 | $1.7M |
| City State Bank | 0.50% | Reduce -16.4% | 36,722 | $1.7M |
| Certified Advisory Corp | 0.16% | Add +0.8% | 36,162 | $1.7M |
| Conning Inc. | 0.06% | No change | 36,000 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Add +16.5% | 35,928 | $1.7M |
| Security Financial Services, INC. | 0.27% | Add +4.5% | 35,674 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -2.3% | 35,396 | $1.7M |
| Capital Analysts, LLC | 0.05% | Add +33.8% | 35,352 | $1.7M |
| Ridgewood Investments LLC | 0.69% | Add +60.9% | 34,758 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -45.2% | 34,193 | $1.6M |
| Central Pacific Bank - Trust Division | 0.20% | Add +0.2% | 34,005 | $1.6M |
| Main Street Financial Solutions, LLC | 0.10% | New | 33,769 | $1.6M |
| AXS Investments LLC | 0.50% | New | 33,613 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +24.6% | 33,528 | $1.6M |
| Randall & Associates Wealth Management | 1.14% | Add +12.0% | 33,401 | $1.6M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -47.5% | 33,143 | $1.6M |
| TRUE Private Wealth Advisors | 0.16% | Reduce -0.9% | 32,880 | $1.5M |
| AlphaStar Capital Management, LLC | 0.13% | Reduce -8.5% | 32,770 | $1.5M |
| Thrive Capital Management, LLC | 0.39% | Add +8.7% | 32,310 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +592.5% | 32,286 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +496.7% | 31,487 | $1.5M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 31,160 | $1.5M |
| Summit Wealth Group, LLC | 0.34% | Add +6.6% | 29,985 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.45% | Reduce -1.3% | 29,456 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Add +33.2% | 28,978 | $1.4M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.61% | New | 25,308 | $1.4M |
| Rothschild Wealth LLC | 0.30% | Add +13.3% | 28,866 | $1.4M |
| Transatlantique Private Wealth LLC | 0.42% | Add +30.8% | 27,572 | $1.3M |
| Willow Creek Wealth Management Inc. | 0.11% | No change | 27,440 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Add +2.1% | 27,175 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +6.4% | 26,745 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.5% | 26,716 | $1.3M |
| Prosperity Planning, Inc. | 0.46% | Add +4.5% | 25,736 | $1.2M |
| Stephens Inc. | 0.02% | Add +7.7% | 25,160 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +22.2% | 24,680 | $1.2M |
| BLB&B Advisors, LLC | 0.05% | Add +4.5% | 23,604 | $1.1M |
| Essential Planning, LLC. | 0.38% | Reduce -10.7% | 23,493 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -68.1% | 23,383 | $1.1M |
| Berkshire Asset Management LLC | 0.05% | New | 22,890 | $1.1M |
| Inspire Advisors, LLC | 0.10% | Add +21.5% | 22,695 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +193.1% | 22,554 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.39% | Add +10.9% | 22,539 | $1.1M |
| TFB Advisors LLC | 0.30% | Reduce -9.2% | 21,607 | $1.0M |
| Accel Wealth Management | 0.30% | Reduce -3.1% | 21,692 | $1.0M |
| Tortoise Investment Management, LLC | 0.09% | Reduce -9.4% | 21,604 | $1.0M |
| Chapman Financial Group, LLC | 0.70% | Add +77.2% | 21,491 | $1.0M |
| Montis Financial, LLC | 0.23% | Reduce -29.5% | 21,399 | $1.0M |
| Fisher Asset Management | 0.00% | Reduce -77.7% | 20,670 | $971K |
| Captrust Financial Advisors | 0.00% | Reduce -16.6% | 20,109 | $944K |
| Hohimer Wealth Management, LLC | 0.13% | Add +2.9% | 20,010 | $940K |
| HT Partners LLC | 0.29% | Reduce -2.2% | 19,959 | $937K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -11.7% | 19,886 | $934K |
| MAI Capital Management | 0.01% | Add +18.0% | 19,563 | $919K |
| Crabel Capital Management, LLC | 0.82% | Reduce -37.9% | 19,550 | $918K |
| Global Retirement Partners, LLC | 0.02% | Reduce -14.7% | 19,142 | $899K |
| Sonora Investment Management Group, LLC | 0.06% | No change | 18,691 | $878K |
| RFG Advisory, LLC | 0.02% | Reduce -8.4% | 18,688 | $878K |
| Milestone Asset Management, LLC | 0.17% | Reduce -46.5% | 18,679 | $877K |
| IVC Wealth Advisors LLC | 0.39% | Reduce -28.4% | 18,580 | $873K |
| Kovack Advisors, Inc. | 0.08% | Add +0.2% | 18,347 | $862K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.79% | Reduce -0.1% | 18,235 | $856K |
| Corient Private Wealth LP | 0.00% | Add +141.9% | 18,220 | $856K |
| Balboa Wealth Partners | 0.15% | Add +23.3% | 17,991 | $845K |
| Global Financial Private Client, LLC | 0.30% | Add +1.0% | 17,929 | $842K |
| Townsquare Capital LLC | 0.13% | Reduce -9.0% | 17,777 | $835K |
| Strategic Financial Partners, Ltd. | 0.38% | Reduce -6.5% | 17,707 | $832K |
| LifePlan Investment Advisors, Inc. | 0.35% | Add +18.9% | 17,660 | $829K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 17,090 | $803K |
| Brookwood Investment Group LLC | 0.10% | Add +12.7% | 16,740 | $786K |
| Axecap Investments, LLC | 0.49% | Add +1.0% | 16,734 | $786K |
| Fund Evaluation Group, LLC | 0.03% | No change | 16,650 | $782K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.6% | 16,439 | $772K |
| Continental Investors Services, Inc. | 1.10% | Add +88.9% | 15,626 | $741K |
| Coppell Advisory Solutions LLC | 0.08% | Add +12.7% | 15,677 | $737K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.8% | 15,501 | $728K |
| A4 Wealth Advisors LLC | 0.61% | — | 15,393 | $723K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -14.9% | 15,298 | $718K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -14.9% | 15,029 | $706K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +3.6% | 14,990 | $704K |
| Seelaus Asset Management LLC | 0.57% | Add +1.3% | 14,942 | $702K |
| Bard Associates Inc. | 0.19% | Reduce -63.6% | 14,872 | $698K |
| Arlington Capital Management, Inc. | 0.44% | Reduce -4.0% | 14,798 | $695K |
| Edgestream Partners, L.P. | 0.02% | Add +58.9% | 14,748 | $693K |
| Cresset Asset Management, LLC | 0.00% | Add +2.4% | 14,171 | $665K |
| Navigation Wealth Management, Inc. | 0.97% | Add +22.7% | 14,091 | $662K |
| Disciplined Investments, LLC | 0.26% | Reduce -6.1% | 13,830 | $649K |
| Farringdon Capital, Ltd. | 0.16% | New | 13,717 | $644K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +13.1% | 13,702 | $643K |
| Sigma Planning Corp | 0.02% | Reduce -8.3% | 13,621 | $640K |
| Surience Private Wealth LLC | 0.60% | Reduce -79.8% | 13,490 | $633K |
| BAM Wealth Management, LLC | 0.49% | — | 13,478 | $633K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.8% | 13,436 | $631K |
| Alteri Wealth LLC | 0.22% | Add +7.9% | 13,350 | $627K |
| AQR Capital Management | 0.00% | Add +134.8% | 13,335 | $626K |
| AA Financial Advisors, LLC | 0.12% | Add +7.5% | 13,302 | $625K |
| Absolute Capital Management, LLC | 0.26% | Add +1.8% | 13,167 | $618K |
| FMR LLC | 0.00% | Add +3.3% | 13,022 | $612K |
| Versant Capital Management, Inc | 0.08% | No change | 12,925 | $607K |
| Bristlecone Advisors, LLC | 0.05% | New | 12,583 | $591K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -14.8% | 12,505 | $587K |
| Centennial Bank | 0.23% | Reduce -39.4% | 12,417 | $583K |
| Equitable Holdings, Inc. | 0.00% | Add +17.8% | 12,348 | $580K |
| Independent Advisor Alliance | 0.01% | Add +9.4% | 12,320 | $579K |
| Brighton Securities Corp. | 0.30% | Add +38.3% | 12,294 | $577K |
| Maripau Wealth Management LLC | 0.28% | Reduce -10.4% | 12,008 | $564K |
| Braun-Bostich & Associates Inc. | 0.35% | Add +1.5% | 11,980 | $563K |
| Moors & Cabot, Inc. | 0.02% | New | 11,968 | $562K |
| Trust Point Inc. | 0.05% | Add +9.2% | 11,901 | $559K |
| Hexagon Capital Partners LLC | 0.11% | Add +0.4% | 11,803 | $554K |
| Ignite Planners, LLC | 0.09% | Reduce -2.6% | 11,800 | $554K |
| Meridian Wealth Management, LLC | 0.02% | Add +73.0% | 11,750 | $550K |
| Hilltop Holdings Inc. | 0.03% | Add +14.2% | 11,677 | $548K |
| Saranac Partners Ltd | 0.11% | Add +64.7% | 11,483 | $539K |
| Cambridge Advisors Inc. | 0.10% | No change | 11,201 | $526K |
| WT Wealth Management | 0.15% | Add +7.3% | 10,750 | $505K |
| Potomac Fund Management Inc. | 0.02% | Add +0.9% | 10,718 | $503K |
| Summit Global Investments | 0.03% | Reduce -1.1% | 10,654 | $500K |
| VestGen Investment Management | 0.30% | Add +2.5% | 10,585 | $497K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 10,577 | $497K |
| Rockland Trust Co. | 0.02% | Reduce -37.1% | 10,556 | $496K |
| Guidance Capital, Inc. | 0.13% | Add +41.8% | 10,455 | $495K |
| Nwam LLC | 0.03% | Add +31.4% | 10,402 | $491K |
| Koshinski Asset Management, Inc. | 0.03% | Add +1.9% | 10,337 | $485K |
| Meridian Wealth Partners, LLC | 0.07% | Add +6.5% | 10,305 | $484K |
| Southland Equity Partners LLC | 0.10% | Reduce -6.2% | 10,097 | $474K |
| Choreo, LLC | 0.01% | Reduce -9.9% | 10,076 | $473K |
| Whittier Trust Co. | 0.01% | Add +6.9% | 9,686 | $455K |
| Maia Wealth LLC | 0.07% | Add +2.6% | 9,323 | $438K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 9,327 | $438K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +39.3% | 9,275 | $436K |
| Pacific Financial Group Inc. | 0.32% | Reduce -1.1% | 9,209 | $432K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +13.2% | 9,090 | $427K |
| Money Concepts Capital Corp. | 0.03% | Add +22.6% | 9,081 | $426K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +13354.5% | 8,880 | $417K |
| Investment Research Partners LLC | 0.19% | — | 8,827 | $416K |
| IFP Advisors, Inc | 0.01% | Add +157.4% | 8,846 | $415K |
| Faithward Advisors, LLC | 0.06% | New | 8,735 | $410K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.3% | 8,683 | $408K |
| Park Avenue Securities LLC | 0.00% | Add +0.7% | 8,595 | $404K |
| Cultivar Capital, Inc. | 0.27% | No change | 8,560 | $402K |
| Buck Wealth Strategies, LLC | 0.06% | Add +0.2% | 8,560 | $402K |
| Tran Capital Management, L.P. | 0.05% | No change | 8,506 | $399K |
| Shayne & Jacobs, LLC | 0.12% | No change | 8,390 | $394K |
| Ascent Group, LLC | 0.01% | Reduce -75.6% | 8,354 | $392K |
| CoreCap Advisors, LLC | 0.01% | Reduce -54.6% | 8,258 | $388K |
| SIMA Wealth Partners, LLC | 0.29% | Reduce -0.2% | 8,195 | $385K |
| Argent Trust Co | 0.01% | Reduce -4.8% | 8,146 | $383K |
| Advyzon Investment Management, LLC | 0.06% | Add +40.1% | 7,995 | $375K |
| Compound Planning, Inc. | 0.01% | Add +20.4% | 7,935 | $373K |
| West Michigan Advisors, LLC | 0.09% | Add +0.8% | 7,903 | $371K |
| IHT Wealth Management, LLC | 0.01% | New | 7,885 | $370K |
| Carnegie Investment Counsel | 0.01% | Add +0.6% | 7,788 | $366K |
| Boyd Watterson Asset Management LLC | 0.11% | Add +0.7% | 7,741 | $364K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 7,688 | $361K |
| Arkadios Wealth Advisors | 0.01% | New | 7,562 | $355K |
| Brighton Jones LLC | 0.01% | Reduce -0.5% | 7,486 | $352K |
| Balefire, LLC | 0.07% | Add +25.4% | 7,470 | $351K |
| RCS Financial Planning, LLC | 0.15% | Add +31.8% | 7,396 | $347K |
| Verus Capital Partners, LLC | 0.03% | Reduce -7.1% | 7,375 | $346K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -36.8% | 7,355 | $345K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -6.1% | 7,351 | $345K |
| World Equity Group, Inc. | 0.08% | Reduce -3.5% | 7,345 | $345K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -11.1% | 7,331 | $344K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -13.3% | 7,202 | $338K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -4.0% | 7,150 | $336K |
| United Advisor Group, LLC | 0.05% | Add +1.1% | 7,144 | $335K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.9% | 7,095 | $333K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +26.8% | 6,992 | $328K |
| Phoenix Financial Ltd. | 0.00% | New | 6,867 | $322K |
| Redwood Investment Management, LLC | 0.03% | Reduce -13.7% | 6,680 | $314K |
| Barrett & Company, Inc. | 0.11% | Add +0.4% | 6,659 | $313K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -48.0% | 6,655 | $313K |
| Orleans Capital Management Corp. | 0.20% | No change | 6,650 | $312K |
| LongView Wealth Management | 0.08% | Reduce -19.4% | 6,468 | $304K |
| HUB Investment Partners, LLC | 0.01% | Reduce -7.5% | 6,460 | $303K |
| Copperleaf Capital, LLC | 0.15% | Reduce -4.7% | 6,450 | $303K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.6% | 6,448 | $303K |
| Stelac Advisory Services LLC | 0.10% | No change | 6,427 | $302K |
| Flywheel Private Wealth LLC | 0.23% | New | 6,400 | $301K |
| M1 Capital Management LLC | 0.13% | New | 6,324 | $297K |
| REAP Financial Group, LLC | 0.06% | Add +18.1% | 6,319 | $297K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -10.3% | 6,222 | $292K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -17.9% | 6,134 | $288K |
| Patten & Patten Inc. | 0.02% | Add +0.2% | 6,123 | $288K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | No change | 6,120 | $287K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +14.7% | 6,066 | $285K |
| Larson Financial Group LLC | 0.01% | Reduce -5.3% | 6,031 | $283K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -29.8% | 5,953 | $280K |
| Kingsview Wealth Management, LLC | 0.00% | Add +16.3% | 5,894 | $277K |
| Engineers Gate Manager LP | 0.00% | Reduce -70.9% | 5,870 | $276K |
| Silver Grove Financial Group, Inc. | 0.25% | — | 5,692 | $267K |
| Argyle Capital Partners, LLC | 0.19% | New | 5,663 | $266K |
| Sowell Financial Services LLC | 0.01% | Reduce -7.5% | 5,630 | $264K |
| CIBC Private Wealth Group LLC | 0.00% | Add +104.6% | 5,594 | $263K |
| Independent Financial Group, LLC | 0.01% | Reduce -49.2% | 5,519 | $259K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -88.2% | 5,491 | $258K |
| Joel Isaacson & Co., LLC | 0.01% | New | 5,432 | $255K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -8.5% | 5,422 | $255K |
| Proactive Wealth Strategies LLC | 0.11% | Reduce -6.7% | 5,418 | $254K |
| Wedbush Securities Inc. | 0.01% | Add +14.0% | 5,360 | $252K |
| Spire Wealth Management | 0.01% | Reduce -16.4% | 5,271 | $248K |
| Private Trust Co. NA | 0.02% | Reduce -8.4% | 5,251 | $247K |
| Rossby Financial, LCC | 0.08% | Add +0.2% | 5,249 | $246K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -69.4% | 5,210 | $245K |
| Carter Financial Group, INC. | 0.15% | New | 5,184 | $243K |
| Golden State Wealth Management, LLC | 0.03% | Add +6.2% | 5,121 | $241K |
| Belpointe Asset Management LLC | 0.01% | Reduce -7.5% | 5,113 | $240K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Add +8.4% | 5,064 | $238K |
| Brown Advisory Inc. | 0.00% | Reduce -21.0% | 5,063 | $238K |
| Elite Life Management LLC | 0.49% | No change | 5,040 | $238K |
| Yoffe Investment Management, LLC | 0.31% | No change | 5,051 | $237K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.8% | 5,048 | $237K |
| D.A. Davidson & Co. | 0.00% | New | 5,030 | $236K |
| Essex Bank | 0.05% | Add +1.5% | 5,013 | $235K |
| Successful Portfolios LLC | 0.14% | Reduce -0.7% | 5,010 | $235K |
| Decker Retirement Planning Inc. | 0.13% | Add +3.8% | 4,962 | $233K |
| Quadrature Capital Ltd | 0.00% | New | 4,954 | $233K |
| Benjamin Edwards Inc. | 0.00% | Reduce -16.8% | 4,935 | $232K |
| Richardson Financial Services Inc. | 0.14% | Add +3.7% | 4,904 | $230K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -96.9% | 4,832 | $227K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,821 | $226K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,801 | $225K |
| Northern Trust Corp. | 0.00% | New | 4,788 | $225K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -40.0% | 4,723 | $222K |
| Moneco Advisors, LLC | 0.02% | Add +8.5% | 4,717 | $222K |
| Liberty Wealth Management LLC | 0.03% | New | 4,709 | $221K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +1.7% | 4,694 | $220K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,673 | $219K |
| KERR FINANCIAL PLANNING Corp | 0.31% | — | 4,622 | $217K |
| Caitlin John, LLC | 0.15% | No change | 4,594 | $216K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -28.4% | 4,590 | $216K |
| Clean Yield Group | 0.06% | Reduce -7.7% | 4,482 | $210K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -0.2% | 4,435 | $208K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.6% | 4,413 | $207K |
| SageView Advisory Group, LLC | 0.01% | Reduce -7.9% | 4,283 | $201K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 4,035 | $189K |
| Archer Investment Corp | 0.04% | Reduce -3.3% | 3,872 | $182K |
| Bogart Wealth, LLC | 0.01% | Add +6226.7% | 3,796 | $178K |
| Centaurus Financial, Inc. | 0.01% | New | 3,772 | $177K |
| Blair William & Co. | 0.00% | Reduce -25.6% | 3,730 | $175K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.7% | 3,714 | $174K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -3.0% | 3,710 | $174K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -35.4% | 3,587 | $168K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.0% | 3,067 | $144K |
| Wells Financial Advisors INC | 0.17% | No change | 2,680 | $126K |
| Cape Investment Advisory, Inc. | 0.12% | Add +7.3% | 2,498 | $117K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +0.4% | 2,297 | $108K |
| Rogco, LP | 0.04% | Reduce -15.8% | 2,288 | $107K |
| Fifth Third Bancorp | 0.00% | Add +6.3% | 2,112 | $99K |
| Winthrop Capital Management, LLC | 0.02% | No change | 2,064 | $97K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $94K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,749 | $82K |
| Sound Income Strategies, LLC | 0.00% | Add +316.6% | 1,658 | $78K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 1,651 | $78K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.9% | 1,605 | $75K |
| Parallel Advisors, LLC | 0.00% | Add +197.5% | 1,559 | $73K |
| National Bank of Canada | 0.00% | No change | 1,465 | $69K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,463 | $69K |
| Howe & Rusling Inc. | 0.00% | Reduce -68.3% | 1,456 | $68K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,398 | $66K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 1,345 | $63K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,334 | $63K |
| Legacy Wealth Managment, LLC | 0.03% | Add +85.4% | 1,283 | $60K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +29.0% | 1,229 | $58K |
| Wealth Watch Advisors, INC | 0.02% | New | 1,226 | $58K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -31.1% | 1,099 | $52K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $49K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 1,028 | $48K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 869 | $41K |
| Bellevue Asset Management, LLC | 0.02% | No change | 851 | $40K |
| Millstone Evans Group, LLC | 0.02% | Add +103.7% | 829 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 827 | $39K |
| Fortitude Family Office, LLC | 0.01% | New | 809 | $38K |
| City Holding Co. | 0.00% | No change | 800 | $38K |
| Tidemark, LLC | 0.01% | Add +665.4% | 796 | $37K |
| TCTC Holdings, LLC | 0.00% | No change | 791 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 748 | $35K |
| Evolution Wealth Management Inc. | 0.04% | No change | 732 | $34K |
| Investors Research Corp | 0.01% | Reduce -1.8% | 713 | $33K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -94.4% | 655 | $31K |
| LRI Investments, LLC | 0.00% | Reduce -4.7% | 648 | $30K |
| Breakwater Investment Management | 0.01% | No change | 590 | $28K |
| Asset Dedication, LLC | 0.00% | Reduce -59.9% | 565 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +21.6% | 558 | $26K |
| Imprint Wealth LLC | 0.08% | — | 531 | $25K |
| AlphaCore Capital LLC | 0.00% | Reduce -40.2% | 529 | $25K |
| Colonial Trust Co / SC | 0.00% | Reduce -5.8% | 483 | $23K |
| Citigroup Inc. | 0.00% | Add +1.1% | 476 | $22K |
| First PREMIER Bank | 0.01% | No change | 470 | $22K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 465 | $22K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.6% | 455 | $21K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 399 | $19K |
| 2UniFi Bank | 0.01% | No change | 390 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 371 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 363 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +351.9% | 348 | $16K |
| WPG Advisers, LLC | 0.01% | Reduce -0.6% | 340 | $16K |
| Bangor Savings Bank | 0.00% | Reduce -36.9% | 328 | $15K |
| United Community Bank | 0.00% | New | 303 | $14K |
| Maseco LLP | 0.00% | New | 290 | $14K |
| Key Financial Inc | 0.00% | No change | 280 | $13K |
| Rise Advisors, LLC | 0.00% | Add +1.1% | 273 | $13K |
| Salem Investment Counselors Inc. | 0.00% | New | 259 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +245.2% | 252 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 249 | $12K |
| Horizon Financial Services, LLC | 0.01% | Reduce -68.1% | 243 | $11K |
| WealthShield Partners, LLC | 0.00% | No change | 242 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | New | 227 | $11K |
| Eastern Bank | 0.00% | No change | 225 | $11K |
| Clark Wealth Partners | 0.01% | Reduce -70.3% | 216 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 206 | $10K |
| Guerra Advisors Inc | 0.00% | New | 202 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 181 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 173 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 171 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -8.6% | 170 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 160 | $8K |
| Wolff Wiese Magana LLC | 0.00% | Add +150.0% | 155 | $7K |
| First Community Trust NA | 0.01% | No change | 146 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -9.4% | 145 | $7K |
| Pacifica Partners Inc. | 0.00% | No change | 133 | $6K |
| Crews Bank & Trust | 0.00% | Add +32.0% | 132 | $6K |
| Darwin Wealth Management, LLC | 0.00% | Add +0.8% | 129 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 116 | $5K |
| Avion Wealth | 0.00% | Add +197.2% | 107 | $5K |
| Wiser Advisor Group LLC | 0.01% | New | 104 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 81 | $4K |
| Signaturefd, LLC | 0.00% | No change | 74 | $3K |
| Albion Financial Group | 0.00% | No change | 72 | $3K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| ORG Partners LLC | 0.00% | No change | 64 | $3K |
| BankPlus Trust Department | 0.00% | New | 65 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -50.8% | 59 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | New | 52 | $2K |
| Biltmore Family Office, LLC | 0.00% | New | 52 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -96.2% | 44 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -73.1% | 42 | $2K |
| Promus Capital, LLC | 0.00% | No change | 40 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 38 | $2K |
| Kelleher Financial Advisors | 0.00% | New | 38 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 33 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 31 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 30 | $1K |
| United Financial Planning Group LLC | 0.00% | — | 29 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 27 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 24 | $1K |
| New Millennium Group LLC | 0.00% | No change | 22 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $986 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 17 | $810 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.4% | 16 | $751 |
| Heritage Wealth Advisors | 0.00% | New | 16 | $751 |
| Solstein Capital, LLC | 0.00% | No change | 15 | $704 |
| Abich Financial Wealth Management LLC | 0.00% | — | 14 | $657 |
| Integrity Financial Corp | 0.00% | No change | 11 | $517 |
| Kilter Group LLC | 0.00% | Add +22.2% | 11 | $517 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 11 | $475 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $469 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $376 |
| HighMark Wealth Management LLC | 0.00% | No change | 5 | $215 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1 | $25 |
| Simplex Trading, LLC | 0.00% | New | 14 | $0 |
| Keener Financial Planning LLC | 0.00% | New | 10 | $0 |
| Transce3nd, LLC | 0.00% | Reduce -67.7% | 55 | $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.