Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q4 2025 (December 31)694holders +66
72new positions
44sold out
3famous investors
$47.07avg. 13F price*
At the end of Q4 2025, 694 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 66 from Q3 2025. 72 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($2.8B), JPMorgan Chase & Co. ($1.2B) and Envestnet Asset Management Inc. ($1.1B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $292.0M |
| Exits | 44 | $187.2M |
All 13F filers, Q3 2025 → Q4 2025: 21,285,879 shares bought and 34,009,535 shares sold, net −12,723,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 694 holders
| Bank of America Corp. | 0.20% | Add +3.7% | 59,766,080 | $2.8B |
| JPMorgan Chase & Co. | 0.08% | Reduce -51.7% | 24,580,902 | $1.2B |
| Envestnet Asset Management Inc. | 0.31% | Add +0.8% | 22,406,134 | $1.1B |
| Bank of New York Mellon Corp | 0.09% | Add +1.4% | 10,478,686 | $493.3M |
| Wells Fargo & Company | 0.08% | Add +10.3% | 9,007,305 | $424.1M |
| Assetmark, Inc. | 0.84% | Reduce -0.5% | 8,792,867 | $414.0M |
| Stifel Financial Corp. | 0.35% | Add +32.3% | 8,298,375 | $390.7M |
| Mather Group, Llc. | 3.41% | Add +3.6% | 7,024,424 | $330.7M |
| LPL Financial LLC | 0.08% | Add +2.2% | 6,291,178 | $296.2M |
| Raymond James Financial Inc. | 0.09% | Add +7.2% | 6,035,361 | $284.1M |
| Morgan Stanley | 0.01% | Add +7.5% | 5,097,662 | $240.0M |
| TD Private Client Wealth LLC | 4.97% | Add +10.9% | 4,959,574 | $233.5M |
| Ameriprise Financial Inc. | 0.05% | Add +9.8% | 4,935,160 | $232.4M |
| Lincoln National Corp. | 5.16% | Add +2.6% | 3,750,726 | $176.6M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Add +4.2% | 3,745,032 | $176.3M |
| Clearstead Advisors, LLC | 1.63% | Add +7.7% | 2,747,637 | $129.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.2% | 2,415,095 | $113.7M |
| Focus Partners Wealth | 0.13% | New | 2,409,074 | $113.4M |
| Keybank National Association | 0.38% | Add +1.3% | 2,274,493 | $107.1M |
| Angeles Investment Advisors, LLC | 6.04% | No change | 1,923,500 | $90.6M |
| Castleark Management LLC | 2.36% | No change | 1,705,540 | $80.3M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 1,695,004 | $79.8M |
| Valmark Advisers, Inc. | 0.90% | Add +3.0% | 1,552,952 | $73.1M |
| Alesco Advisors, LLC, An ESL Co | 1.86% | New | 1,527,417 | $71.9M |
| UBS Group AG | 0.01% | Add +63.2% | 1,477,107 | $69.5M |
| Financial Engines Advisors L.L.C. | 0.13% | Reduce -10.9% | 1,459,018 | $68.7M |
| Ally Invest Advisors Inc. | 4.39% | Add +4.1% | 1,350,779 | $63.6M |
| First Interstate Bank | 3.37% | Add +5.3% | 1,334,964 | $62.9M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +7.1% | 1,311,166 | $61.8M |
| Cetera Investment Advisers | 0.06% | Add +1.9% | 1,238,878 | $58.3M |
| Merit Financial Group, LLC | 0.47% | Add +35.6% | 1,234,060 | $58.1M |
| HighTower Advisors, LLC | 0.06% | Add +5.3% | 1,210,171 | $57.0M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -4.8% | 1,172,495 | $55.2M |
| Bell Investment Advisors, Inc | 7.74% | Add +3.8% | 1,038,999 | $48.9M |
| Bank of Hawaii | 2.32% | Add +0.4% | 998,548 | $47.0M |
| NorthRock Partners, LLC | 0.76% | Add +229.7% | 957,676 | $45.1M |
| First Financial Bankshares Inc | 0.90% | Add +1.4% | 948,531 | $44.7M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.6% | 920,586 | $43.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.14% | Add +3.4% | 901,880 | $42.5M |
| Bell Bank | 1.70% | Add +8.5% | 844,957 | $39.8M |
| 1832 Asset Management L.P. | 0.05% | Add +0.7% | 775,882 | $36.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -31.4% | 772,505 | $36.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -18.4% | 769,772 | $36.2M |
| Truist Financial Corp. | 0.05% | Add +38.6% | 769,271 | $36.2M |
| Manning & Napier Advisors LLC | 0.45% | Add +20.5% | 737,258 | $34.8M |
| Acropolis Investment Management, LLC | 1.56% | Reduce -57.5% | 736,411 | $34.7M |
| Kestra Investment Management, LLC | 0.80% | Reduce -37.2% | 694,210 | $32.7M |
| Power Wealth Management LLC | 11.49% | Add +4.0% | 692,918 | $32.6M |
| Sofi Wealth, LLC | 1.63% | Add +6.0% | 692,870 | $32.6M |
| Woodard & Co. Asset Management Group Inc. | 5.02% | Reduce -2.2% | 673,751 | $31.7M |
| Evergreen Advisors, LLC | 7.64% | — | 665,812 | $31.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -19.7% | 661,700 | $31.2M |
| Bartlett & Co. Wealth Management LLC | 0.39% | Add +7.0% | 632,336 | $29.8M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +2.2% | 613,466 | $28.9M |
| Seven Mile Advisory | 5.00% | Add +7.2% | 608,490 | $28.6M |
| HBK Sorce Advisory LLC | 0.65% | Add +13.6% | 600,200 | $28.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.0% | 585,669 | $27.6M |
| Employees' Retirement Fund of the City of Fort Worth | 11.20% | Add +27.1% | 531,600 | $25.0M |
| MML Investors Services, LLC | 0.06% | Add +7.3% | 530,638 | $25.0M |
| Courier Capital LLC | 1.38% | Add +22.5% | 522,686 | $24.6M |
| Pathstone Holdings, LLC | 0.09% | Add +0.8% | 510,482 | $24.0M |
| Goodman Financial Corp | 4.47% | New | 501,461 | $23.6M |
| Intelligence Driven Advisers, LLC | 3.36% | Reduce -7.4% | 499,573 | $23.5M |
| Baker Avenue Asset Management, LP | 0.53% | Add +651.1% | 488,931 | $23.0M |
| St Germain D J Co. Inc. | 0.89% | Add +3.9% | 486,346 | $22.9M |
| US Bancorp \de | 0.03% | Reduce -0.8% | 474,605 | $22.3M |
| Savvy Advisors, Inc. | 0.72% | Add +44.4% | 470,520 | $22.2M |
| Zurich Insurance Group Ltd | 0.15% | No change | 467,648 | $22.0M |
| Diversify Advisory Services, LLC | 0.70% | Add +37.7% | 465,412 | $22.0M |
| Hamilton Capital, LLC | 1.07% | — | 454,796 | $21.4M |
| SeaBridge Investment Advisors LLC | 3.43% | Reduce -7.1% | 441,809 | $20.8M |
| Jaffetilchin Investment Partners, LLC | 1.21% | Add +1.8% | 440,664 | $20.7M |
| United Asset Strategies, Inc. | 1.51% | Add +2.8% | 415,274 | $19.6M |
| Proffitt & Goodson Inc. | 2.72% | Add +5.4% | 414,097 | $19.5M |
| RKL Wealth Management LLC | 1.58% | Add +3.6% | 409,756 | $19.3M |
| Alliancebernstein L.P. | 0.01% | Add +4.9% | 398,842 | $18.8M |
| Whitcomb & Hess, Inc. | 4.42% | Add +8.8% | 396,602 | $18.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.8% | 397,068 | $18.7M |
| Connecticut Wealth Management, LLC | 0.81% | Reduce -0.5% | 394,875 | $18.6M |
| Rialto Wealth Management, LLC | 4.37% | Add +57.0% | 387,799 | $18.3M |
| CreativeOne Wealth, LLC | 0.43% | Add +6.4% | 381,034 | $17.9M |
| Quantum Financial Advisors, LLC | 2.01% | Add +1.8% | 379,844 | $17.9M |
| Allworth Financial LP | 0.07% | Reduce -1.7% | 370,876 | $17.5M |
| 1607 Capital Partners, LLC | 1.19% | Reduce -20.9% | 370,155 | $17.4M |
| Clark Asset Management, LLC | 1.73% | Add +14.5% | 354,406 | $16.7M |
| Lido Advisors, LLC | 0.07% | New | 352,908 | $16.6M |
| Capital Insight Partners, LLC | 3.47% | Add +3.3% | 347,920 | $16.4M |
| Zevin Asset Management LLC | 2.18% | New | 345,206 | $16.3M |
| NewEdge Advisors, LLC | 0.06% | Add +4.2% | 337,542 | $15.9M |
| Windward Private Wealth Management Inc. | 5.39% | Reduce -0.2% | 330,748 | $15.6M |
| Sterling Investment Management, LLC | 8.70% | Add +0.6% | 325,874 | $15.3M |
| Vectors Research Management, LLC | 4.66% | Reduce -0.1% | 324,552 | $15.3M |
| Robinswood Financial LLC | 4.81% | Add +4.3% | 319,327 | $15.0M |
| Federated Hermes, Inc. | 0.03% | Add +25.3% | 318,620 | $15.0M |
| Family CFO Inc | 6.60% | Add +5.5% | 313,409 | $14.8M |
| Staley Capital Advisers Inc. | 0.61% | Reduce -1.8% | 313,225 | $14.7M |
| Alps Advisors Inc. | 0.09% | Add +31.4% | 313,063 | $14.7M |
| Betterment LLC | 0.03% | Add +3.6% | 312,948 | $14.7M |
| MA Private Wealth | 2.40% | Add +0.2% | 305,648 | $14.4M |
| First National Trust Co | 0.47% | Add +4.0% | 301,928 | $14.2M |
| Private Advisor Group, LLC | 0.07% | Add +19.8% | 297,182 | $14.0M |
| Websterrogers Financial Advisors, LLC | 3.95% | Add +3.7% | 288,718 | $13.6M |
| Perigon Wealth Management, LLC | 0.24% | Add +5.8% | 284,415 | $13.4M |
| 1834 Investment Advisors Co. | 1.63% | Add +2.2% | 276,082 | $13.0M |
| FLC Capital Advisors | 2.39% | Add +6.2% | 275,505 | $13.0M |
| First American Trust, FSB | 0.89% | Add +20.1% | 275,010 | $12.9M |
| Old National Bancorp | 0.21% | Add +14.8% | 273,409 | $12.9M |
| Strategic Blueprint, LLC | 0.75% | Add +4.9% | 271,198 | $12.8M |
| Modern Wealth Management, LLC | 0.23% | Add +86.2% | 266,402 | $12.5M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +2816.1% | 265,076 | $12.5M |
| Mgo One Seven LLC | 0.25% | Add +61.1% | 262,766 | $12.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +25.5% | 252,009 | $11.9M |
| eCIO, Inc. | 5.53% | New | 252,033 | $11.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +9.4% | 242,631 | $11.4M |
| Cerity Partners LLC | 0.02% | Add +128.3% | 237,638 | $11.2M |
| Level Financial Advisors | 2.95% | Add +8.9% | 237,034 | $11.2M |
| Strategic Investment Advisors / MI | 0.95% | Add +5.6% | 232,983 | $11.0M |
| Atria Investments, Inc | 0.12% | Add +1.7% | 231,701 | $10.9M |
| Bessemer Group Inc. | 0.02% | No change | 230,300 | $10.8M |
| Evolution Advisers, Inc. | 4.42% | Add +4.1% | 217,033 | $10.2M |
| Bulwark Capital Corp | 7.15% | Add +1.6% | 213,665 | $10.1M |
| Cravens & Co Advisors, LLC | 6.55% | Reduce -1.7% | 211,779 | $10.0M |
| OneAscent Financial Services LLC | 0.91% | Reduce -0.2% | 210,469 | $9.9M |
| Onyx Bridge Wealth Group LLC | 1.04% | Add +127.1% | 207,437 | $9.8M |
| Smartleaf Asset Management LLC | 0.37% | Add +3.9% | 206,961 | $9.8M |
| United Capital Management of KS, Inc. | 1.36% | Add +9.2% | 206,198 | $9.7M |
| Mutual Advisors, LLC | 0.21% | Add +31.7% | 203,887 | $9.6M |
| VCI Wealth Management LLC | 2.63% | Add +8.5% | 200,949 | $9.5M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -2.2% | 200,199 | $9.4M |
| EverSource Wealth Advisors, LLC | 0.35% | Add +1.8% | 200,060 | $9.4M |
| PFG Advisors | 0.45% | Add +32.2% | 197,807 | $9.3M |
| Dynamic Wealth Strategies, LLC | 5.40% | Add +9.7% | 192,591 | $9.1M |
| Farther Finance Advisors, LLC | 0.10% | Add +54.7% | 190,126 | $9.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.0% | 188,798 | $8.9M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +380.7% | 186,825 | $8.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.0% | 186,743 | $8.8M |
| Diversify Wealth Management, LLC | 0.40% | Add +45.9% | 183,542 | $8.7M |
| Pinnacle Wealth Management Group, Inc. | 4.24% | Add +2.2% | 180,374 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -52.3% | 175,967 | $8.3M |
| Zacks Investment Management | 0.06% | Reduce -4.6% | 175,144 | $8.2M |
| Mendota Financial Group, LLC | 5.92% | Add +14.1% | 172,763 | $8.1M |
| Simon Quick Advisors, LLC | 0.35% | Reduce -1.0% | 171,758 | $8.1M |
| Sovereign Investment Advisors, LLC | 2.01% | Add +1.3% | 170,933 | $8.0M |
| Leuthold Group, LLC | 0.84% | Reduce -1.5% | 165,106 | $7.8M |
| ONE Advisory Partners, LLC | 2.33% | Reduce -0.1% | 164,419 | $7.7M |
| &partners | 0.04% | Add +136.6% | 160,963 | $7.6M |
| Connecticut Capital Management Group, LLC | 7.16% | — | 158,893 | $7.5M |
| SWS Partners | 1.80% | Add +3.0% | 158,572 | $7.5M |
| EFG International AG | 0.14% | — | 158,122 | $7.4M |
| Parr McKnight Wealth Management Group, LLC | 0.93% | Reduce -4.3% | 151,081 | $7.1M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +1580.5% | 149,227 | $7.0M |
| Greenwood Capital Associates LLC | 0.76% | Add +78.0% | 148,960 | $7.0M |
| Hobart Private Capital, LLC | 1.35% | Reduce -1.5% | 147,079 | $6.9M |
| Prospera Financial Services Inc | 0.11% | Reduce -0.2% | 146,772 | $6.9M |
| Destiny Wealth Partners, LLC | 0.79% | New | 145,201 | $6.9M |
| Bay Harbor Wealth Management, LLC | 1.78% | Reduce -1.0% | 144,515 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.1% | 142,728 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.6% | 136,263 | $6.4M |
| SigFig Wealth Management, LLC | 0.19% | Add +2.3% | 136,044 | $6.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +8.1% | 133,883 | $6.3M |
| Chandler Asset Management, Inc. | 0.99% | Add +9.1% | 133,105 | $6.3M |
| Premier Path Wealth Partners, LLC | 0.80% | Reduce -7.8% | 132,100 | $6.2M |
| Marion Wealth Management | 1.37% | Add +2.8% | 130,578 | $6.2M |
| Brookstone Capital Management | 0.07% | Add +3.5% | 127,585 | $6.0M |
| Parker Financial LLC | 2.38% | Add +0.8% | 124,824 | $5.9M |
| Vident Advisory, LLC | 0.05% | Add +5.4% | 122,657 | $5.8M |
| VestGen Advisors, LLC | 0.24% | Add +139.1% | 121,908 | $5.7M |
| Unison Advisors LLC | 0.50% | Add +2.8% | 120,799 | $5.7M |
| Wesbanco Bank Inc. | 0.15% | Add +60.2% | 118,907 | $5.6M |
| Principal Securities, Inc. | 0.08% | Add +2.5% | 115,965 | $5.5M |
| SWP Financial LLC | 2.71% | Add +2.8% | 114,734 | $5.4M |
| Sovereign Financial Group, Inc. | 0.93% | Add +6.1% | 110,380 | $5.2M |
| Harbour Investments, Inc. | 0.10% | Add +17.6% | 109,772 | $5.2M |
| Finhabits Advisors LLC | 4.84% | — | 109,451 | $5.2M |
| Simplicity Wealth,LLC | 0.30% | Add +3.6% | 106,780 | $5.0M |
| Keystone Global Partners, LLC | 2.20% | Reduce -34.6% | 106,434 | $5.0M |
| OneAscent Investment Solutions LLC | 5.30% | Reduce -0.8% | 106,272 | $5.0M |
| Financial Gravity Asset Management, Inc. | 0.95% | Add +0.6% | 105,247 | $5.0M |
| Forthright Family Wealth Advisory LLC | 3.08% | Add +3.6% | 104,137 | $4.9M |
| Composition Wealth, LLC | 0.07% | Reduce -1.3% | 101,239 | $4.8M |
| Planwiser Financial, LLC | 3.56% | Add +48.5% | 100,959 | $4.8M |
| World Investment Advisors | 0.08% | Add +140.4% | 101,037 | $4.8M |
| NewSquare Capital LLC | 0.42% | New | 101,013 | $4.8M |
| Aspire Private Capital, LLC | 1.05% | Reduce -0.6% | 100,536 | $4.7M |
| Security Benefit Life Insurance Co. | 1.96% | No change | 100,000 | $4.7M |
| Hilltop Partners LLC | 1.20% | Add +4.5% | 98,986 | $4.7M |
| Arrowroot Family Office, LLC | 1.67% | Add +74.3% | 97,550 | $4.6M |
| Leeward Financial Partners, LLC | 1.29% | Reduce -1.9% | 97,482 | $4.6M |
| Columbus Macro, LLC | 0.50% | Add +5.4% | 97,133 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 95,736 | $4.5M |
| DiPaolo Financial Group, Inc. | 4.80% | — | 95,696 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +374.7% | 95,461 | $4.5M |
| Arcadia Wealth Management, LLC | 1.63% | Add +0.3% | 92,943 | $4.4M |
| First Financial Bank - Trust Division | 0.36% | Add +1.4% | 92,851 | $4.4M |
| Sei Investments Co. | 0.00% | Add +10.1% | 91,003 | $4.3M |
| Beverly Hills Private Wealth, LLC | 0.74% | Reduce -2.8% | 90,816 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +29.9% | 89,156 | $4.2M |
| Center For Asset Management LLC | 2.17% | Reduce -5.4% | 88,301 | $4.2M |
| Sage Rhino Capital LLC | 0.77% | Add +1.5% | 86,497 | $4.1M |
| Accurate Wealth Management, LLC | 0.51% | Add +6.0% | 85,331 | $4.0M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -0.6% | 85,087 | $4.0M |
| Diversified Portfolios, Inc. | 0.33% | Reduce -0.9% | 84,569 | $4.0M |
| Cornerstone Financial Management LLC | 3.67% | — | 83,054 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 82,448 | $3.9M |
| FC Advisory LLC | 1.09% | Add +0.4% | 80,922 | $3.8M |
| Seneca Financial Advisors LLC | 1.13% | Add +13.9% | 78,624 | $3.7M |
| Bragg Financial Advisors, Inc | 0.12% | Add +3.6% | 78,135 | $3.7M |
| Capital Investment Management, Inc. | 1.29% | — | 78,056 | $3.7M |
| Unify Financial Advisors | 3.82% | — | 77,594 | $3.7M |
| Rockbridge Investment Management, LCC | 0.34% | Add +0.0% | 77,562 | $3.7M |
| First Heartland Consultants, Inc. | 0.27% | Add +2.4% | 76,593 | $3.6M |
| Sykon Capital LLC | 1.16% | Add +7.1% | 76,573 | $3.6M |
| Blue Trust, Inc. | 0.04% | Reduce -15.4% | 73,860 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.3% | 73,716 | $3.5M |
| Fort Point Capital Partners LLC | 0.41% | Add +5.0% | 72,442 | $3.4M |
| Creative Planning | 0.00% | Add +3.7% | 71,795 | $3.4M |
| Prudent Man Advisors, LLC | 1.21% | Add +6.3% | 70,534 | $3.3M |
| Alternative Investment Advisors, LLC. | 1.43% | Add +9.6% | 70,194 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +14.4% | 70,140 | $3.3M |
| Hancock Whitney Corp. | 0.06% | Add +35.5% | 67,735 | $3.2M |
| Mariner, LLC | 0.00% | Add +23.9% | 67,643 | $3.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +8.0% | 67,200 | $3.2M |
| Elevated Capital Advisors, LLC | 0.74% | Reduce -3.7% | 67,002 | $3.2M |
| GeoWealth Management, LLC | 0.12% | Add +107.1% | 66,871 | $3.1M |
| Gould Asset Management LLC | 0.56% | Add +12.9% | 66,655 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +16.5% | 66,163 | $3.1M |
| Equity Investment Corp. | 0.06% | Add +1.0% | 65,470 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Add +6.7% | 64,951 | $3.1M |
| Foundations Investment Advisors, LLC | 0.04% | Add +1.8% | 62,355 | $2.9M |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 62,151 | $2.9M |
| Comerica Bank | 0.01% | Add +5.7% | 61,377 | $2.9M |
| Seek First Inc. | 1.97% | Add +2.5% | 60,585 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +54.7% | 60,539 | $2.9M |
| Seed Wealth Management, Inc. | 1.95% | Reduce -3.1% | 59,970 | $2.8M |
| Claro Advisors Inc. | 0.38% | Add +28.5% | 59,851 | $2.8M |
| WFA of San Diego, LLC | 2.03% | Reduce -0.2% | 58,883 | $2.8M |
| Tran Capital Management, L.P. | 0.33% | Add +578.9% | 57,746 | $2.7M |
| Main Street Financial Solutions, LLC | 0.20% | Add +70.3% | 57,494 | $2.7M |
| Stephens Inc. | 0.03% | Add +126.4% | 56,953 | $2.7M |
| CacheTech Inc. | 0.50% | Reduce -0.5% | 56,904 | $2.7M |
| Phillips Financial Management, LLC | 0.17% | Reduce -0.2% | 56,748 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +32.4% | 56,509 | $2.7M |
| TriaGen Wealth Management LLC | 0.69% | Reduce -0.6% | 56,448 | $2.7M |
| Retirement Wealth Solutions LLC | 1.61% | Add +1.1% | 54,221 | $2.6M |
| Graetz Wealth LLC | 2.29% | — | 53,502 | $2.5M |
| M Holdings Securities, Inc. | 0.18% | New | 53,067 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +5.7% | 94,277 | $2.5M |
| Vise Technologies, Inc. | 0.05% | Reduce -0.0% | 51,765 | $2.4M |
| Hopwood Nicholas Hunter | 0.79% | — | 51,357 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.25% | Reduce -29.6% | 50,696 | $2.4M |
| Veridan Wealth LLC | 0.80% | Add +1.7% | 50,462 | $2.4M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -3.4% | 50,383 | $2.4M |
| Adams Wealth Management | 0.50% | Add +1.2% | 49,844 | $2.3M |
| Emergent Wealth Advisors, LLC | 1.30% | Reduce -23.9% | 49,159 | $2.3M |
| CGN Advisors LLC | 0.18% | Add +0.8% | 49,019 | $2.3M |
| Advisory Alpha, LLC | 0.06% | Add +24.7% | 48,004 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +14.9% | 47,848 | $2.3M |
| Evergreen Capital Management LLC | 0.05% | Reduce -17.4% | 47,726 | $2.2M |
| Signal Advisors Wealth, LLC | 0.18% | Reduce -2.1% | 47,466 | $2.2M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -0.8% | 47,435 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -48.5% | 46,261 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 46,200 | $2.2M |
| LifePlan Financial, LLC | 1.67% | Add +1.5% | 46,158 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.2% | 46,008 | $2.2M |
| Brindle & Bay Financial Advisors, LLC | 1.43% | — | 45,534 | $2.1M |
| Entrust Financial LLC | 1.59% | — | 45,460 | $2.1M |
| Lutz Financial Services LLC | 0.14% | Add +1.6% | 42,449 | $2.0M |
| TRUE Private Wealth Advisors | 0.20% | Add +28.5% | 42,252 | $2.0M |
| Citizens Financial Group Inc. | 0.03% | Add +10.5% | 40,674 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 40,652 | $1.9M |
| AlTi Global, Inc. | 0.04% | Reduce -2.2% | 40,634 | $1.9M |
| Petra Financial Advisors Inc. | 1.11% | Add +2.7% | 40,225 | $1.9M |
| Thrive Capital Management, LLC | 0.42% | Add +23.3% | 39,846 | $1.9M |
| Atlatl Advisers LLC | 0.70% | Add +5.3% | 39,038 | $1.8M |
| Security Financial Services, INC. | 0.29% | Add +9.2% | 38,944 | $1.8M |
| Centurion Wealth Management LLC | 0.40% | Reduce -18.9% | 38,749 | $1.8M |
| Lazard Asset Management LLC | 0.00% | No change | 38,494 | $1.8M |
| Certified Advisory Corp | 0.16% | Add +4.3% | 37,729 | $1.8M |
| Westfuller Advisors, LLC | 0.71% | Reduce -9.2% | 37,526 | $1.8M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -9.7% | 37,468 | $1.8M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 37,231 | $1.8M |
| City State Bank | 0.48% | Add +0.6% | 36,957 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -8.7% | 36,740 | $1.7M |
| Regal Investment Advisors LLC | 0.10% | Reduce -1.1% | 36,696 | $1.7M |
| BDFS Capital LLC | 0.87% | — | 36,679 | $1.7M |
| Capital Analysts, LLC | 0.05% | Add +3.5% | 36,598 | $1.7M |
| Worth Asset Management, LLC | 0.73% | New | 36,518 | $1.7M |
| Conning Inc. | 0.06% | No change | 36,000 | $1.7M |
| AlphaStar Capital Management, LLC | 0.12% | Add +9.7% | 35,955 | $1.7M |
| Liberty One Investment Management, LLC | 0.21% | New | 35,629 | $1.7M |
| Cwm, LLC | 0.00% | Reduce -0.8% | 35,104 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Add +53.1% | 34,527 | $1.6M |
| Randall & Associates Wealth Management | 1.12% | Add +2.9% | 34,384 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.1% | 33,820 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -6.4% | 33,626 | $1.6M |
| AXS Investments LLC | 0.54% | Reduce -0.9% | 33,311 | $1.6M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -47.8% | 33,229 | $1.6M |
| Crabel Capital Management, LLC | 1.18% | Add +69.3% | 33,097 | $1.6M |
| Obsidian Cio, LLC | 2.30% | Reduce -90.5% | 32,934 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +4883.4% | 32,641 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +66.2% | 31,807 | $1.5M |
| Sax Wealth Advisors, LLC | 0.07% | New | 31,641 | $1.5M |
| Resonant Capital Advisors, LLC | 0.08% | No change | 31,160 | $1.5M |
| Farringdon Capital, Ltd. | 0.36% | Add +126.2% | 31,033 | $1.5M |
| Summit Wealth Group, LLC | 0.32% | Reduce -1.5% | 29,522 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | — | 29,332 | $1.4M |
| Oakmont Advisory Group, LLC | 1.47% | — | 29,173 | $1.4M |
| Global Wealth Management Investment Advisory, Inc. | 0.22% | Add +6.3% | 28,897 | $1.4M |
| Rothschild Wealth LLC | 0.13% | Add +0.1% | 28,894 | $1.4M |
| Central Pacific Bank - Trust Division | 0.17% | Reduce -16.4% | 28,440 | $1.3M |
| Roger Wittlin Investment Advisory, LLC | 0.93% | Reduce -36.1% | 28,328 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Add +5.4% | 28,201 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.41% | Reduce -6.9% | 27,426 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -15.1% | 26,744 | $1.3M |
| Inspire Advisors, LLC | 0.12% | Add +17.0% | 26,547 | $1.2M |
| Continental Investors Services, Inc. | 1.59% | Add +62.5% | 25,390 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +5.1% | 25,947 | $1.2M |
| Prosperity Planning, Inc. | 0.45% | Add +0.3% | 25,802 | $1.2M |
| True North Advisors, LLC | 0.15% | New | 25,166 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.0% | 25,116 | $1.2M |
| A4 Wealth Advisors LLC | 1.00% | Add +58.8% | 24,444 | $1.2M |
| Legacy Wealth Partners, LLC | 0.30% | — | 24,314 | $1.1M |
| Greenspring Advisors, LLC | 0.07% | New | 23,801 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | No change | 23,604 | $1.1M |
| Midwest Financial Group LLC | 0.49% | New | 23,354 | $1.1M |
| Chapman Financial Group, LLC | 0.74% | Add +7.4% | 23,081 | $1.1M |
| Money Concepts Capital Corp. | 0.06% | Add +153.3% | 23,002 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +418.8% | 22,895 | $1.1M |
| Essential Planning, LLC. | 0.34% | Reduce -2.6% | 22,877 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +20.9% | 22,592 | $1.1M |
| TFB Advisors LLC | 0.30% | Add +3.9% | 22,459 | $1.1M |
| Keating Financial Advisory Services, Inc. | 0.14% | — | 22,396 | $1.1M |
| Tortoise Investment Management, LLC | 0.09% | Reduce -2.6% | 21,041 | $991K |
| Kovack Advisors, Inc. | 0.05% | Add +13.9% | 20,906 | $984K |
| Genesis Private Wealth, LLC | 0.30% | New | 20,675 | $973K |
| Balboa Wealth Partners | 0.16% | Add +13.6% | 20,445 | $963K |
| Hohimer Wealth Management, LLC | 0.13% | Add +0.4% | 20,091 | $946K |
| MAI Capital Management | 0.01% | Add +1.1% | 19,780 | $931K |
| HT Partners LLC | 0.28% | Reduce -1.4% | 19,672 | $926K |
| LifePlan Investment Advisors, Inc. | 0.38% | Add +11.2% | 19,640 | $925K |
| Accel Wealth Management | 0.25% | Reduce -10.4% | 19,434 | $915K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -34.0% | 19,110 | $900K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -4.3% | 19,040 | $896K |
| Absolute Capital Management, LLC | 0.32% | Add +43.8% | 18,935 | $891K |
| Qube Research & Technologies Ltd | 0.00% | Add +980.2% | 18,892 | $889K |
| Edgestream Partners, L.P. | 0.02% | Add +26.9% | 18,714 | $881K |
| Transatlantique Private Wealth LLC | 0.27% | Reduce -33.0% | 18,466 | $869K |
| Strategic Financial Partners, Ltd. | 0.37% | Add +3.1% | 18,259 | $860K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -45.8% | 18,181 | $856K |
| Centennial Bank | 0.34% | Add +44.9% | 17,992 | $847K |
| Capital Asset Managemnet, LLC | 0.94% | — | 17,931 | $844K |
| Global Financial Private Client, LLC | 0.30% | Reduce -0.1% | 17,920 | $844K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.76% | Reduce -1.9% | 17,892 | $842K |
| IVC Wealth Advisors LLC | 0.35% | Reduce -8.1% | 17,071 | $804K |
| Avise Financial Cooperative, Inc. | 0.73% | — | 17,063 | $803K |
| Ashton Thomas Securities, LLC | 0.14% | Add +4.8% | 16,028 | $755K |
| Legacy Wealth Asset Management, LLC | 0.18% | Add +4.5% | 15,663 | $737K |
| Brookwood Investment Group LLC | 0.09% | Reduce -7.4% | 15,506 | $730K |
| Level Four Advisory Services, LLC | 0.02% | No change | 15,501 | $730K |
| Seelaus Asset Management LLC | 0.59% | Add +3.4% | 15,451 | $727K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -3.4% | 15,144 | $714K |
| Redhawk Wealth Advisors, Inc. | 0.08% | New | 15,153 | $713K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.14% | — | 14,981 | $705K |
| Brighton Securities Corp. | 0.35% | Add +21.6% | 14,950 | $704K |
| Moors & Cabot, Inc. | 0.03% | Add +24.6% | 14,907 | $702K |
| Navigation Wealth Management, Inc. | 1.03% | Add +4.9% | 14,782 | $696K |
| Ignite Planners, LLC | 0.11% | Add +23.3% | 14,554 | $688K |
| Tiaa Trust, National Association | 0.00% | Reduce -37.6% | 14,585 | $687K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 14,119 | $665K |
| Alteri Wealth LLC | 0.22% | Add +5.7% | 14,113 | $664K |
| FMR LLC | 0.00% | Add +6.9% | 13,926 | $656K |
| Modera Wealth Management, LLC | 0.01% | Reduce -16.0% | 13,804 | $650K |
| Laurel Oak Wealth Management, LLC | 0.11% | — | 13,766 | $648K |
| AA Financial Advisors, LLC | 0.12% | Add +3.4% | 13,757 | $648K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.3% | 13,740 | $647K |
| Sigma Planning Corp | 0.02% | Add +0.8% | 13,730 | $646K |
| rebel Financial LLC | 0.27% | Add +0.0% | 13,577 | $639K |
| Independent Advisor Alliance | 0.02% | Add +10.1% | 13,564 | $639K |
| BAM Wealth Management, LLC | 0.46% | Add +0.2% | 13,504 | $636K |
| Integrated Wealth Concepts LLC | 0.01% | Add +83.5% | 13,494 | $635K |
| AQR Capital Management | 0.00% | No change | 13,335 | $628K |
| Disciplined Investments, LLC | 0.24% | Reduce -5.4% | 13,082 | $616K |
| Altfest L J & Co. Inc. | 0.07% | Add +4.5% | 13,074 | $616K |
| Braun-Bostich & Associates Inc. | 0.38% | Add +8.5% | 13,003 | $612K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.5% | 12,966 | $610K |
| Apella Capital, LLC | 0.01% | New | 12,865 | $606K |
| Arwa LLC | 0.34% | — | 12,363 | $582K |
| Rockland Trust Co. | 0.02% | Add +16.1% | 12,251 | $577K |
| Hexagon Capital Partners LLC | 0.11% | Add +3.8% | 12,247 | $577K |
| Advyzon Investment Management, LLC | 0.07% | Add +49.8% | 11,973 | $564K |
| Versant Capital Management, Inc | 0.07% | Reduce -7.7% | 11,925 | $561K |
| Trust Point Inc. | 0.04% | Reduce -0.7% | 11,821 | $557K |
| Saranac Partners Ltd | 0.22% | Add +2.1% | 11,728 | $552K |
| Benjamin Edwards Inc. | 0.01% | Add +137.4% | 11,718 | $552K |
| Carnegie Investment Counsel | 0.01% | Add +48.2% | 11,542 | $543K |
| Hilltop Holdings Inc. | 0.03% | Reduce -3.3% | 11,297 | $532K |
| Maripau Wealth Management LLC | 0.24% | Reduce -6.3% | 11,253 | $530K |
| Point Nemo Capital, LLC | 0.52% | — | 11,251 | $530K |
| Cambridge Advisors Inc. | 0.10% | No change | 11,201 | $527K |
| WT Wealth Management | 0.15% | Add +4.2% | 11,197 | $527K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -27.1% | 10,950 | $516K |
| Grey Ledge Advisors, LLC | 0.12% | New | 10,945 | $515K |
| IHT Wealth Management, LLC | 0.01% | Add +37.5% | 10,838 | $510K |
| Summit Global Investments | 0.03% | Add +1.3% | 10,795 | $508K |
| Nwam LLC | 0.03% | Add +3.3% | 10,749 | $508K |
| Guidance Capital, Inc. | 0.12% | Add +2.7% | 10,738 | $506K |
| Potomac Fund Management Inc. | 0.02% | Reduce -0.3% | 10,680 | $503K |
| Meridian Wealth Partners, LLC | 0.07% | Add +0.5% | 10,354 | $487K |
| Southland Equity Partners LLC | 0.10% | Add +1.6% | 10,259 | $483K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -3.0% | 10,257 | $483K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.1% | 10,223 | $481K |
| Faithward Advisors, LLC | 0.07% | Add +14.1% | 9,965 | $469K |
| Walleye Partners, LLC | 0.52% | — | 9,957 | $469K |
| VestGen Investment Management | 0.26% | Reduce -6.1% | 9,942 | $468K |
| Waystone Advisors LLC | 0.40% | — | 9,840 | $463K |
| Eagle Bay Advisors LLC | 0.34% | New | 9,825 | $463K |
| Valeo Financial Advisors, LLC | 0.01% | New | 9,774 | $460K |
| Montis Financial, LLC | 0.09% | Reduce -54.4% | 9,768 | $460K |
| Jacobs Equity LLC | 0.44% | — | 9,704 | $457K |
| Pacific Financial Group Inc. | 0.25% | Add +5.2% | 9,683 | $456K |
| IFP Advisors, Inc | 0.01% | Add +8.1% | 9,561 | $450K |
| Compound Planning, Inc. | 0.01% | Add +19.3% | 9,467 | $446K |
| Equitable Holdings, Inc. | 0.00% | Reduce -23.7% | 9,423 | $444K |
| KERR FINANCIAL PLANNING Corp | 0.59% | Add +100.0% | 9,244 | $435K |
| EJMK Ventures LLC | 0.27% | — | 9,201 | $433K |
| Whittier Trust Co. | 0.00% | Reduce -6.5% | 9,061 | $427K |
| TBH Global Asset Management, LLC | 0.07% | New | 8,916 | $420K |
| RCS Financial Planning, LLC | 0.18% | Add +19.7% | 8,853 | $417K |
| Corient Private Wealth LP | 0.00% | Reduce -51.5% | 8,832 | $416K |
| Northern Trust Corp. | 0.00% | Add +84.1% | 8,814 | $415K |
| D.A. Davidson & Co. | 0.00% | Add +74.1% | 8,755 | $412K |
| Leo Wealth, LLC | 0.03% | New | 8,733 | $411K |
| 55 North Private Wealth, LLC | 0.11% | — | 8,685 | $409K |
| Fisher Asset Management | 0.00% | Reduce -58.4% | 8,605 | $405K |
| Shayne & Jacobs, LLC | 0.12% | No change | 8,390 | $395K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.7% | 8,380 | $395K |
| SIMA Wealth Partners, LLC | 0.29% | Reduce -0.1% | 8,187 | $385K |
| Balefire, LLC | 0.07% | Add +7.5% | 8,032 | $378K |
| Argent Trust Co | 0.01% | Reduce -1.5% | 8,024 | $378K |
| Argyle Capital Partners, LLC | 0.27% | Add +41.0% | 7,986 | $376K |
| Rehmann Capital Advisory Group | 0.02% | Add +3.2% | 7,931 | $373K |
| Pacific Excel Wealth Advisors, Inc. | 0.70% | — | 7,889 | $371K |
| Cornerstone Planning Group LLC | 0.06% | Add +48.9% | 7,845 | $371K |
| Flputnam Investment Management Co. | 0.01% | Add +53.7% | 7,760 | $365K |
| M1 Capital Management LLC | 0.15% | Add +22.6% | 7,750 | $365K |
| Cassilly Financial Group LLC | 0.32% | — | 7,727 | $364K |
| Boyd Watterson Asset Management LLC | 0.10% | Reduce -1.1% | 7,652 | $360K |
| Cultivar Capital, Inc. | 0.23% | Reduce -11.2% | 7,605 | $358K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +24.2% | 7,534 | $355K |
| Stirlingshire Investments, Inc. | 0.31% | — | 7,526 | $354K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -12.9% | 7,455 | $351K |
| World Equity Group, Inc. | 0.10% | Add +0.9% | 7,408 | $349K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.4% | 7,379 | $347K |
| Lifeworks Advisors, LLC | 0.04% | Add +0.6% | 7,378 | $347K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 7,351 | $346K |
| Verus Capital Partners, LLC | 0.02% | Reduce -0.5% | 7,340 | $346K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +1.6% | 7,320 | $345K |
| West Michigan Advisors, LLC | 0.08% | Reduce -8.1% | 7,263 | $342K |
| Franklin Resources Inc. | 0.00% | Reduce -22.9% | 7,189 | $338K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.7% | 7,139 | $336K |
| Fifth Third Securities, Inc. | 0.02% | Add +11.4% | 6,932 | $326K |
| United Advisor Group, LLC | 0.04% | Reduce -4.2% | 6,842 | $322K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -2.3% | 6,835 | $322K |
| Independent Financial Group, LLC | 0.01% | Add +23.7% | 6,828 | $321K |
| New York Life Investment Management LLC | 0.00% | New | 9,108 | $319K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -5.7% | 6,745 | $318K |
| Western Wealth Management, LLC | 0.01% | Reduce -6.0% | 6,666 | $314K |
| Columbia Advisory Partners LLC | 0.21% | New | 6,663 | $314K |
| FineMark National Bank & Trust | 0.01% | New | 6,595 | $310K |
| FSA Advisors, Inc. | 0.22% | New | 14,072 | $310K |
| Barrett & Company, Inc. | 0.10% | Reduce -1.4% | 6,569 | $309K |
| Zhang Financial LLC | 0.01% | New | 6,509 | $306K |
| HUB Investment Partners, LLC | 0.01% | No change | 6,460 | $304K |
| Flywheel Private Wealth LLC | 0.19% | No change | 6,400 | $301K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -28.5% | 6,211 | $292K |
| Patten & Patten Inc. | 0.02% | Add +1.2% | 6,199 | $292K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 6,120 | $288K |
| Delta Financial Advisors LLC | 0.07% | New | 6,074 | $286K |
| Gotham Asset Management | 0.00% | New | 6,057 | $285K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +49.9% | 6,049 | $285K |
| Redwood Investment Management, LLC | 0.03% | Reduce -10.4% | 5,985 | $282K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -81.9% | 5,989 | $282K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.1% | 5,898 | $278K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -12.1% | 5,852 | $276K |
| Essex Bank | 0.06% | Add +15.4% | 5,783 | $272K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +22.5% | 5,726 | $270K |
| Wealthfront Advisers LLC | 0.00% | New | 5,700 | $268K |
| Integrity Alliance, Llc. | 0.01% | New | 5,600 | $264K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,556 | $262K |
| Proactive Wealth Strategies LLC | 0.10% | Add +2.5% | 5,554 | $261K |
| Silver Grove Financial Group, Inc. | 0.23% | Reduce -2.6% | 5,541 | $261K |
| Larson Financial Group LLC | 0.01% | Reduce -8.9% | 5,491 | $259K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -7.8% | 5,489 | $258K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 5,432 | $256K |
| Hardworking Capital Advisors, LLC | 0.23% | — | 5,376 | $253K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.4% | 5,324 | $251K |
| Rossby Financial, LCC | 0.08% | Add +1.3% | 5,317 | $250K |
| Spire Wealth Management | 0.01% | Add +0.3% | 5,289 | $249K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.3% | 5,237 | $247K |
| REAP Financial Group, LLC | 0.05% | Reduce -18.3% | 5,161 | $243K |
| Belpointe Asset Management LLC | 0.01% | Add +0.6% | 5,141 | $242K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.2% | 5,129 | $242K |
| Brown Advisory Inc. | 0.00% | Add +1.2% | 5,124 | $241K |
| Freedom Investment Management, Inc. | 0.07% | Add +5.9% | 5,118 | $241K |
| Richardson Financial Services Inc. | 0.08% | Add +5.3% | 5,164 | $240K |
| Merited Wealth, LLC | 0.22% | — | 5,060 | $238K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -8.1% | 5,047 | $238K |
| Elite Life Management LLC | 0.39% | No change | 5,040 | $238K |
| Yoffe Investment Management, LLC | 0.30% | No change | 5,051 | $238K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +3.5% | 4,991 | $235K |
| Carter Financial Group, INC. | 0.14% | Reduce -4.1% | 4,972 | $234K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.6% | 4,943 | $233K |
| Successful Portfolios LLC | 0.12% | Reduce -2.3% | 4,895 | $232K |
| Phoenix Financial Ltd. | 0.00% | Reduce -30.3% | 4,787 | $225K |
| LongView Wealth Management | 0.05% | Reduce -26.6% | 4,745 | $224K |
| Elequin Capital, LP | 0.03% | New | 4,700 | $221K |
| Caitlin John, LLC | 0.14% | Add +2.0% | 4,687 | $221K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +2.0% | 4,680 | $220K |
| Ascent Group, LLC | 0.01% | Reduce -44.3% | 4,656 | $219K |
| Decker Retirement Planning Inc. | 0.11% | Reduce -6.5% | 4,639 | $218K |
| Indivisible Partners | 0.02% | — | 4,628 | $218K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.5% | 4,622 | $218K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -5.8% | 4,520 | $213K |
| Dakota Wealth Management | 0.00% | New | 4,505 | $212K |
| Clean Yield Group | 0.06% | No change | 4,482 | $211K |
| Wealthspire Retirement, LLC | 0.01% | New | 4,464 | $210K |
| Archer Investment Corp | 0.05% | Add +15.0% | 4,454 | $210K |
| Forefront Wealth Partners, LLC | 0.10% | New | 4,452 | $210K |
| Integrated Wealth Management | 0.23% | — | 4,423 | $208K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -13.0% | 4,405 | $207K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -7.0% | 4,394 | $207K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,378 | $206K |
| Private Trust Co. NA | 0.02% | Reduce -16.9% | 4,365 | $205K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -1.8% | 4,357 | $205K |
| CoreCap Advisors, LLC | 0.01% | Reduce -47.3% | 4,354 | $205K |
| Moneco Advisors, LLC | 0.02% | Reduce -7.8% | 4,347 | $205K |
| SageView Advisory Group, LLC | 0.01% | Add +1.4% | 4,343 | $204K |
| Thompson David Blair | 0.12% | — | 4,311 | $203K |
| Legacy Wealth Managment, LLC | 0.09% | Add +196.6% | 3,805 | $179K |
| Blair William & Co. | 0.00% | Add +1.4% | 3,782 | $178K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -0.8% | 3,682 | $173K |
| Arax Advisory Partners | 0.01% | New | 3,655 | $172K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,587 | $169K |
| International Assets Investment Management, LLC | 0.01% | New | 3,380 | $159K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -20.2% | 2,963 | $140K |
| Cape Investment Advisory, Inc. | 0.04% | Add +18.3% | 2,956 | $139K |
| Maseco LLP | 0.01% | No change | 290 | $137K |
| Imprint Wealth LLC | 0.61% | Add +420.7% | 2,765 | $130K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 2,698 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -14.5% | 2,623 | $123K |
| Rogco, LP | 0.04% | No change | 2,288 | $108K |
| Piscataqua Savings Bank | 0.07% | New | 2,249 | $106K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -3.3% | 2,221 | $105K |
| Solstein Capital, LLC | 0.04% | Add +14193.3% | 2,144 | $101K |
| Winthrop Capital Management, LLC | 0.02% | No change | 2,064 | $97K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $94K |
| Fifth Third Bancorp | 0.00% | Reduce -16.5% | 1,764 | $83K |
| Optima Capital LLC | 0.04% | New | 1,720 | $81K |
| Bard Associates Inc. | 0.02% | Reduce -88.4% | 1,719 | $81K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.5% | 1,649 | $78K |
| Pioneer Family Office, LLC | 0.05% | — | 1,627 | $77K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.1% | 1,623 | $76K |
| Parallel Advisors, LLC | 0.00% | No change | 1,559 | $73K |
| National Bank of Canada | 0.00% | No change | 1,465 | $69K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 1,345 | $63K |
| Manchester Capital Management LLC | 0.01% | New | 1,314 | $62K |
| CDKV Holdings LLC | 0.05% | — | 1,222 | $58K |
| Wells Financial Advisors INC | 0.11% | Reduce -54.7% | 1,213 | $57K |
| Community Bank, N.A. | 0.01% | New | 1,060 | $50K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,040 | $49K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 1,028 | $48K |
| Hantz Financial Services, Inc. | 0.00% | Add +180.2% | 975 | $46K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 957 | $45K |
| Ironwood Wealth Management, LLC. | 0.01% | New | 944 | $44K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 916 | $43K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 869 | $41K |
| Signaturefd, LLC | 0.00% | Add +1067.6% | 864 | $41K |
| Investors Research Corp | 0.01% | Add +19.6% | 853 | $40K |
| Brown Brothers Harriman & Co. | 0.00% | Add +268.7% | 837 | $39K |
| Millstone Evans Group, LLC | 0.02% | No change | 829 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -0.4% | 824 | $39K |
| SBI Securities Co., Ltd. | 0.00% | Add +80.2% | 820 | $39K |
| City Holding Co. | 0.00% | No change | 800 | $38K |
| TCTC Holdings, LLC | 0.00% | No change | 791 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 748 | $35K |
| Evolution Wealth Management Inc. | 0.03% | Add +1.1% | 740 | $35K |
| Atomic Invest LLC | 0.02% | — | 732 | $35K |
| Motiv8 Investments LLC | 0.02% | New | 683 | $32K |
| Key Financial Inc | 0.01% | Add +128.9% | 641 | $30K |
| MilWealth Group LLC | 0.01% | New | 631 | $30K |
| Kingdom Financial Group LLC. | 0.01% | New | 619 | $29K |
| Wellington-Altus USA Inc. | 0.02% | — | 605 | $28K |
| Breakwater Investment Management | 0.01% | No change | 590 | $28K |
| LRI Investments, LLC | 0.00% | Reduce -9.3% | 588 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 565 | $27K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -57.8% | 563 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -1.8% | 548 | $26K |
| DecisionPoint Financial, LLC | 0.01% | New | 540 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1609.7% | 530 | $25K |
| AlphaCore Capital LLC | 0.00% | Reduce -2.6% | 515 | $24K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -55.1% | 493 | $23K |
| Stone House Investment Management, LLC | 0.00% | New | 479 | $23K |
| Citigroup Inc. | 0.00% | No change | 476 | $22K |
| First PREMIER Bank | 0.01% | No change | 470 | $22K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 465 | $22K |
| Colonial Trust Co / SC | 0.00% | Reduce -4.8% | 460 | $22K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 399 | $19K |
| Signature Equity Partners, LLC | 0.01% | — | 388 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 371 | $17K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 368 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 363 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -75.3% | 362 | $17K |
| Lodestone Wealth Management LLC | 0.01% | New | 361 | $17K |
| Reicon Wealth Advisors, LLC | 0.01% | — | 360 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 352 | $17K |
| WPG Advisers, LLC | 0.01% | No change | 340 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -72.5% | 338 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 335 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | Add +1283.3% | 332 | $16K |
| Bangor Savings Bank | 0.00% | No change | 328 | $15K |
| Blueline Advisors LLC | 0.01% | — | 318 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | Add +49.0% | 307 | $14K |
| Eastern Bank | 0.00% | Add +21.8% | 274 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.6% | 256 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 249 | $12K |
| WealthShield Partners, LLC | 0.00% | No change | 242 | $11K |
| Strive Financial Group ,LLC | 0.01% | — | 239 | $11K |
| Horizon Financial Services, LLC | 0.00% | Reduce -8.2% | 223 | $10K |
| Clark Wealth Partners | 0.01% | No change | 216 | $10K |
| McGuire Capital Advisors Inc. | 0.01% | — | 212 | $10K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 207 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | Add +2.9% | 175 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 173 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 171 | $8K |
| Tucker Asset Management LLC | 0.00% | New | 171 | $8K |
| Prosperity Bancshares Inc | 0.01% | — | 169 | $8K |
| EPG Wealth Management LLC | 0.00% | Reduce -9.9% | 163 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 160 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 155 | $7K |
| Quarry LP | 0.00% | New | 150 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.6% | 131 | $6K |
| Palouse Capital Management, Inc. | 0.00% | New | 123 | $6K |
| Garner Asset Management Corp | 0.00% | New | 113 | $5K |
| Avion Wealth | 0.00% | No change | 107 | $5K |
| Tidemark, LLC | 0.00% | Reduce -86.7% | 106 | $5K |
| Wiser Advisor Group LLC | 0.01% | Add +1.9% | 106 | $5K |
| Crews Bank & Trust | 0.00% | Reduce -24.2% | 100 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -39.3% | 88 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 81 | $4K |
| Camelot Portfolios, LLC | 0.00% | New | 80 | $4K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 74 | $3K |
| Albion Financial Group | 0.00% | No change | 72 | $3K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 66 | $3K |
| ORG Partners LLC | 0.00% | No change | 64 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 63 | $3K |
| Tompkins Financial Corp. | 0.00% | New | 63 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -98.4% | 60 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.7% | 60 | $3K |
| Networth Advisors, LLC | 0.00% | — | 57 | $3K |
| Transce3nd, LLC | 0.02% | No change | 55 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 55 | $3K |
| Biltmore Family Office, LLC | 0.00% | No change | 52 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -2.3% | 43 | $2K |
| Motco | 0.00% | New | 43 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 42 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 38 | $2K |
| SouthState Bank Corp | 0.00% | New | 36 | $2K |
| Howe & Rusling Inc. | 0.00% | Reduce -97.6% | 35 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 33 | $2K |
| Strategic Advocates LLC | 0.00% | New | 32 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 30 | $1K |
| United Financial Planning Group LLC | 0.00% | No change | 29 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 27 | $1K |
| Team Financial Group, LLC | 0.00% | New | 26 | $1K |
| Vision Retirement, LLC | 0.00% | — | 26 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 25 | $1K |
| New Millennium Group LLC | 0.00% | No change | 22 | $1K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -98.3% | 21 | $989 |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $989 |
| Richardson Capital Management LLC | 0.00% | New | 15 | $706 |
| Affinity Wealth LLC | 0.00% | New | 13 | $612 |
| Trust Co. of Vermont | 0.00% | New | 12 | $565 |
| Integrity Financial Corp | 0.00% | No change | 11 | $518 |
| Kilter Group LLC | 0.00% | No change | 11 | $518 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 11 | $476 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $470 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $377 |
| HighMark Wealth Management LLC | 0.00% | No change | 5 | $218 |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -96.2% | 2 | $94 |
| Ares Financial Consulting, LLC | 0.00% | — | 2 | $78 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is VMBS's weight in each manager's 13F, not the share of Vanguard Mortgage-Backed Sec the manager owns.