Vanguard Mortgage-Backed SecVMBSETF
13F holders, Q1 2026 (March 31)711holders +17
69new positions
49sold out
3famous investors
$46.94avg. 13F price*
At the end of Q1 2026, 711 institutions reported holding Vanguard Mortgage-Backed Sec (VMBS) in their 13F filings, up 17 from Q4 2025. 69 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($2.6B), Envestnet Asset Management Inc. ($1.3B) and JPMorgan Chase & Co. ($1.2B). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $79.3M |
| Exits | 49 | $69.6M |
All 13F filers, Q4 2025 → Q1 2026: 21,419,575 shares bought and 12,059,111 shares sold, net +9,360,464 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 711 holders
| Bank of America Corp. | 0.19% | Reduce -5.8% | 56,308,060 | $2.6B |
| Envestnet Asset Management Inc. | 0.34% | Add +22.0% | 27,333,692 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Add +1.1% | 24,838,850 | $1.2B |
| Bank of New York Mellon Corp | 0.09% | Reduce -0.6% | 10,418,562 | $489.2M |
| Wells Fargo & Company | 0.09% | Add +4.2% | 9,386,930 | $440.7M |
| Assetmark, Inc. | 0.85% | Add +0.7% | 8,853,123 | $415.7M |
| Stifel Financial Corp. | 0.38% | Add +4.7% | 8,691,596 | $408.1M |
| Mather Group, Llc. | 3.43% | Add +4.2% | 7,315,776 | $343.5M |
| Raymond James Financial Inc. | 0.10% | Add +11.6% | 6,738,001 | $316.3M |
| LPL Financial LLC | 0.08% | Add +0.3% | 6,313,068 | $296.4M |
| TD Private Client Wealth LLC | 5.15% | Add +6.7% | 5,289,178 | $248.3M |
| UBS Group AG | 0.04% | Add +257.8% | 5,284,755 | $248.1M |
| Morgan Stanley | 0.01% | Add +3.6% | 5,283,317 | $248.1M |
| Ameriprise Financial Inc. | 0.06% | Add +2.8% | 5,073,807 | $238.2M |
| Lincoln National Corp. | 5.15% | Add +1.1% | 3,791,318 | $178.0M |
| Clearstead Advisors, LLC | 1.30% | Add +9.8% | 3,017,853 | $141.7M |
| Focus Partners Wealth | 0.13% | Add +4.8% | 2,523,940 | $118.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.9% | 2,392,052 | $112.3M |
| Keybank National Association | 0.40% | Add +2.0% | 2,320,540 | $108.9M |
| Royal Bank of Canada | 0.02% | Add +7.6% | 1,824,039 | $85.6M |
| Alesco Advisors, LLC, An ESL Co | 1.91% | Add +4.5% | 1,596,557 | $75.0M |
| Valmark Advisers, Inc. | 0.89% | Add +2.5% | 1,591,330 | $74.7M |
| Castleark Management LLC | 2.31% | Reduce -12.8% | 1,487,800 | $69.9M |
| Ally Invest Advisors Inc. | 4.59% | Add +7.5% | 1,452,239 | $68.2M |
| Financial Engines Advisors L.L.C. | 0.13% | Reduce -4.5% | 1,393,658 | $65.4M |
| Angeles Investment Advisors, LLC | 4.37% | Reduce -28.0% | 1,385,500 | $65.0M |
| First Interstate Bank | 3.64% | Add +3.3% | 1,379,528 | $64.8M |
| Merit Financial Group, LLC | 0.47% | Add +10.0% | 1,357,368 | $63.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +10.9% | 1,299,989 | $61.0M |
| HighTower Advisors, LLC | 0.06% | Add +5.3% | 1,274,725 | $59.8M |
| Cetera Investment Advisers | 0.06% | Add +2.0% | 1,264,087 | $59.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.79% | Add +21.2% | 1,093,478 | $51.3M |
| Bell Investment Advisors, Inc | 7.73% | Add +1.3% | 1,052,213 | $49.4M |
| Janney Montgomery Scott LLC | 0.11% | Add +5.5% | 971,693 | $45.6M |
| NorthRock Partners, LLC | 0.73% | Reduce -0.1% | 957,078 | $44.9M |
| First Financial Bankshares Inc | 0.89% | Reduce -0.9% | 939,648 | $44.1M |
| Bank of Hawaii | 2.28% | Reduce -7.2% | 926,636 | $43.5M |
| Bell Bank | 1.79% | Add +6.3% | 897,929 | $42.2M |
| Diversify Wealth Management, LLC | 0.74% | Add +382.7% | 885,936 | $41.5M |
| Osaic Holdings, Inc. | 0.06% | Add +11.1% | 858,544 | $40.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +795.3% | 857,138 | $40.2M |
| Rockefeller Capital Management L.P. | 0.07% | Add +43.6% | 840,772 | $39.5M |
| Sofi Wealth, LLC | 1.88% | Add +20.1% | 832,475 | $39.1M |
| Truist Financial Corp. | 0.05% | Add +5.1% | 808,794 | $38.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -39.0% | 800,121 | $37.5M |
| 1832 Asset Management L.P. | 0.05% | Add +2.1% | 792,495 | $37.2M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Reduce -80.7% | 722,987 | $33.9M |
| Manning & Napier Advisors LLC | 0.47% | Reduce -3.9% | 708,755 | $33.3M |
| Kestra Investment Management, LLC | 0.56% | Add +0.3% | 696,072 | $32.7M |
| Orion Porfolio Solutions, LLC | 0.28% | Add +13.4% | 695,811 | $32.7M |
| Evergreen Advisors, LLC | 7.64% | Add +4.1% | 692,834 | $32.5M |
| Goodman Financial Corp | 5.42% | Add +34.0% | 671,816 | $31.5M |
| Susquehanna International Group, LLP | 0.04% | New | 668,491 | $31.4M |
| Bartlett & Co. Wealth Management LLC | 0.39% | Add +4.7% | 662,218 | $30.9M |
| HBK Sorce Advisory LLC | 0.62% | Add +7.6% | 645,769 | $30.3M |
| Power Wealth Management LLC | 11.12% | Reduce -8.2% | 636,044 | $29.9M |
| Federated Hermes, Inc. | 0.04% | Add +77.4% | 565,320 | $26.5M |
| Courier Capital LLC | 1.44% | Add +4.8% | 547,551 | $25.7M |
| Acropolis Investment Management, LLC | 1.11% | Reduce -27.2% | 535,811 | $25.2M |
| Employees' Retirement Fund of the City of Fort Worth | 10.83% | No change | 531,600 | $25.0M |
| Victory Capital Management Inc. | 0.02% | Reduce -31.7% | 525,552 | $24.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -21.9% | 516,550 | $24.2M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.0% | 510,259 | $24.0M |
| Baker Avenue Asset Management, LP | 0.54% | Add +3.0% | 503,469 | $23.6M |
| Syon Capital LLC | 1.15% | New | 487,281 | $22.9M |
| St Germain D J Co. Inc. | 0.90% | Reduce -0.2% | 485,551 | $22.8M |
| Jaffetilchin Investment Partners, LLC | 1.33% | Add +8.3% | 477,418 | $22.4M |
| Hamilton Capital, LLC | 1.16% | Add +4.8% | 476,555 | $22.4M |
| Intelligence Driven Advisers, LLC | 3.88% | Reduce -5.1% | 473,927 | $22.3M |
| Zurich Insurance Group Ltd | 0.17% | No change | 467,648 | $22.0M |
| MML Investors Services, LLC | 0.06% | Reduce -12.7% | 463,017 | $21.7M |
| Savvy Advisors, Inc. | 0.58% | Reduce -2.1% | 460,840 | $21.6M |
| SeaBridge Investment Advisors LLC | 3.59% | Add +2.3% | 451,757 | $21.2M |
| Proffitt & Goodson Inc. | 3.12% | Add +4.0% | 430,538 | $20.2M |
| Woodard & Co. Asset Management Group Inc. | 3.23% | Reduce -36.3% | 429,028 | $20.1M |
| Alliancebernstein L.P. | 0.01% | Add +7.0% | 426,847 | $20.1M |
| CreativeOne Wealth, LLC | 0.47% | Add +12.2% | 427,520 | $20.1M |
| Rialto Wealth Management, LLC | 4.48% | Add +9.5% | 424,759 | $19.9M |
| United Asset Strategies, Inc. | 1.56% | Add +0.8% | 418,804 | $19.7M |
| Whitcomb & Hess, Inc. | 4.46% | Add +2.6% | 406,916 | $19.1M |
| Strategic Investment Advisors / MI | 1.30% | Add +72.2% | 401,252 | $18.8M |
| RKL Wealth Management LLC | 1.68% | Reduce -3.0% | 397,350 | $18.7M |
| EP Wealth Advisors, LLC | 0.09% | Add +1241.4% | 393,471 | $18.5M |
| Quantum Financial Advisors, LLC | 2.04% | Add +2.0% | 387,281 | $18.2M |
| Clark Asset Management, LLC | 1.71% | Add +9.3% | 387,238 | $18.2M |
| EverSource Wealth Advisors, LLC | 0.55% | Add +92.1% | 384,290 | $18.0M |
| New York Life Investment Management LLC | 0.15% | Add +4090.4% | 381,666 | $17.9M |
| Zevin Asset Management LLC | 2.36% | Add +5.5% | 364,166 | $17.1M |
| Connecticut Wealth Management, LLC | 0.71% | Reduce -8.8% | 359,997 | $16.9M |
| Lido Advisors, LLC | 0.07% | Add +2.0% | 359,916 | $16.9M |
| Allworth Financial LP | 0.07% | Reduce -4.2% | 355,355 | $16.7M |
| Windward Private Wealth Management Inc. | 5.57% | Add +3.7% | 343,129 | $16.1M |
| 1607 Capital Partners, LLC | 1.13% | Reduce -9.5% | 334,940 | $15.7M |
| Robinswood Financial LLC | 4.93% | Add +4.5% | 333,646 | $15.7M |
| Staley Capital Advisers Inc. | 0.66% | Add +5.8% | 331,425 | $15.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +30.6% | 329,248 | $15.5M |
| Sterling Investment Management, LLC | 9.26% | Add +0.9% | 328,670 | $15.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -2.8% | 328,103 | $15.4M |
| Old National Bancorp | 0.26% | Add +19.7% | 327,169 | $15.4M |
| Vectors Research Management, LLC | 4.44% | Reduce -0.2% | 323,859 | $15.2M |
| Family CFO Inc | 6.79% | Add +3.0% | 322,897 | $15.2M |
| 1834 Investment Advisors Co. | 1.89% | Add +16.6% | 321,798 | $15.1M |
| MA Private Wealth | 2.51% | Add +3.4% | 316,011 | $14.8M |
| Betterment LLC | 0.03% | Reduce -0.1% | 312,731 | $14.7M |
| Onyx Bridge Wealth Group LLC | 1.57% | Add +50.2% | 311,483 | $14.6M |
| Strategic Blueprint, LLC | 0.85% | Add +14.4% | 310,266 | $14.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +15.2% | 305,309 | $14.3M |
| Perigon Wealth Management, LLC | 0.26% | Add +6.7% | 303,323 | $14.2M |
| First National Trust Co | 0.48% | Add +0.1% | 302,158 | $14.2M |
| eCIO, Inc. | 6.23% | Add +19.9% | 302,148 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -24.3% | 300,426 | $14.1M |
| Mgo One Seven LLC | 0.28% | Add +13.9% | 299,204 | $14.0M |
| Websterrogers Financial Advisors, LLC | 3.96% | Add +2.1% | 294,898 | $13.8M |
| FLC Capital Advisors | 2.43% | Add +3.5% | 285,094 | $13.4M |
| Modern Wealth Management, LLC | 0.22% | Add +1.5% | 270,402 | $12.7M |
| Private Advisor Group, LLC | 0.06% | Reduce -10.5% | 265,919 | $12.5M |
| Level Financial Advisors | 3.12% | Add +9.8% | 260,329 | $12.2M |
| First American Trust, FSB | 0.82% | Reduce -6.0% | 258,514 | $12.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +5.9% | 257,027 | $12.1M |
| Mutual Advisors, LLC | 0.25% | Add +20.0% | 244,635 | $11.5M |
| Cerity Partners LLC | 0.02% | Add +0.6% | 239,136 | $11.2M |
| Atria Investments, Inc | 0.13% | Add +3.2% | 239,101 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.2% | 237,203 | $11.1M |
| Evolution Advisers, Inc. | 4.60% | Add +7.0% | 232,230 | $10.9M |
| Bessemer Group Inc. | 0.02% | No change | 230,300 | $10.8M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +21.8% | 227,469 | $10.7M |
| VCI Wealth Management LLC | 2.89% | Add +10.4% | 221,809 | $10.4M |
| United Capital Management of KS, Inc. | 1.57% | Add +6.9% | 220,453 | $10.4M |
| OneAscent Financial Services LLC | 0.55% | Add +3.3% | 217,380 | $10.2M |
| PFG Advisors | 0.49% | Add +8.7% | 214,939 | $10.1M |
| Cravens & Co Advisors, LLC | 6.54% | Add +1.3% | 214,501 | $10.1M |
| Dynamic Wealth Strategies, LLC | 5.69% | Add +8.8% | 209,435 | $9.8M |
| Alps Advisors Inc. | 0.05% | Reduce -33.8% | 207,183 | $9.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.6% | 206,517 | $9.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +204.6% | 204,700 | $9.6M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Add +2.1% | 204,471 | $9.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.2% | 188,367 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +6.4% | 187,266 | $8.8M |
| Mendota Financial Group, LLC | 6.42% | Add +6.8% | 184,579 | $8.7M |
| &partners | 0.04% | Add +13.7% | 182,942 | $8.6M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -11.2% | 183,726 | $8.6M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -4.1% | 182,311 | $8.5M |
| SWS Partners | 2.09% | Add +14.1% | 180,898 | $8.5M |
| Simon Quick Advisors, LLC | 0.39% | Add +4.7% | 179,737 | $8.4M |
| ONE Advisory Partners, LLC | 2.51% | Add +5.4% | 173,324 | $8.1M |
| Sovereign Investment Advisors, LLC | 1.71% | Add +0.7% | 172,113 | $8.1M |
| Zacks Investment Management | 0.06% | Reduce -2.5% | 170,767 | $8.0M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +11.0% | 165,640 | $7.8M |
| Leuthold Group, LLC | 0.83% | No change | 165,106 | $7.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 163,776 | $7.7M |
| Marion Wealth Management | 1.69% | Add +24.5% | 162,515 | $7.6M |
| Pinnacle Wealth Management Group, Inc. | 3.63% | Reduce -12.6% | 157,588 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.3% | 157,089 | $7.4M |
| Connecticut Capital Management Group, LLC | 6.92% | Reduce -1.8% | 156,003 | $7.3M |
| EFG International AG | 0.16% | Reduce -1.4% | 155,934 | $7.3M |
| Greenwood Capital Associates LLC | 0.80% | Add +4.4% | 155,487 | $7.3M |
| Parr McKnight Wealth Management Group, LLC | 0.94% | Add +1.5% | 153,389 | $7.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +12.6% | 150,801 | $7.1M |
| Prospera Financial Services Inc | 0.11% | Add +1.8% | 149,475 | $7.0M |
| Bay Harbor Wealth Management, LLC | 1.81% | Add +2.7% | 148,372 | $7.0M |
| SigFig Wealth Management, LLC | 0.20% | Add +8.9% | 148,163 | $7.0M |
| Hobart Private Capital, LLC | 1.34% | Reduce -1.2% | 145,375 | $6.8M |
| Destiny Wealth Partners, LLC | 0.75% | Reduce -0.0% | 145,153 | $6.8M |
| Arrowroot Family Office, LLC | 2.21% | Add +46.1% | 142,546 | $6.7M |
| Vident Advisory, LLC | 0.06% | Add +14.5% | 140,419 | $6.6M |
| Planwiser Financial, LLC | 4.77% | Add +38.4% | 139,690 | $6.6M |
| Brookstone Capital Management | 0.07% | Add +7.8% | 137,541 | $6.5M |
| Harbour Investments, Inc. | 0.10% | Add +22.8% | 134,841 | $6.3M |
| Centennial Bank | 2.26% | Add +646.6% | 134,334 | $6.3M |
| Forthright Family Wealth Advisory LLC | 4.14% | Add +30.0% | 135,422 | $6.2M |
| Parker Financial LLC | 2.47% | Add +5.5% | 131,690 | $6.2M |
| World Investment Advisors | 0.10% | Add +27.8% | 129,110 | $6.1M |
| Sovereign Financial Group, Inc. | 1.04% | Add +15.8% | 127,838 | $6.0M |
| Worth Asset Management, LLC | 2.23% | Add +248.8% | 127,361 | $6.0M |
| Chandler Asset Management, Inc. | 0.89% | Reduce -5.7% | 125,475 | $5.9M |
| Unison Advisors LLC | 0.45% | Add +3.7% | 125,265 | $5.9M |
| HSBC Holdings PLC | 0.00% | Add +40.2% | 125,028 | $5.9M |
| DiPaolo Financial Group, Inc. | 4.23% | Add +29.3% | 123,711 | $5.8M |
| Wesbanco Bank Inc. | 0.15% | Reduce -1.1% | 117,634 | $5.5M |
| SWP Financial LLC | 2.79% | Add +1.6% | 116,533 | $5.5M |
| GeoWealth Management, LLC | 0.20% | Add +73.2% | 115,823 | $5.4M |
| Prudent Man Advisors, LLC | 1.62% | Add +62.9% | 114,924 | $5.4M |
| Premier Path Wealth Partners, LLC | 0.68% | Reduce -15.5% | 111,664 | $5.2M |
| Simplicity Wealth,LLC | 0.30% | Add +4.2% | 111,234 | $5.2M |
| Finhabits Advisors LLC | 4.75% | Add +0.3% | 109,741 | $5.2M |
| Principal Securities, Inc. | 0.07% | Reduce -7.9% | 106,787 | $5.0M |
| OneAscent Investment Solutions LLC | 4.99% | No change | 106,272 | $5.0M |
| NewSquare Capital LLC | 0.43% | Add +5.1% | 106,186 | $5.0M |
| Financial Gravity Asset Management, Inc. | 0.89% | Add +0.6% | 105,910 | $5.0M |
| Hilltop Partners LLC | 1.24% | Add +4.0% | 102,955 | $4.8M |
| Composition Wealth, LLC | 0.07% | Add +0.1% | 101,382 | $4.8M |
| Security Benefit Life Insurance Co. | 2.49% | No change | 100,000 | $4.7M |
| Aspire Private Capital, LLC | 1.05% | Reduce -1.5% | 99,049 | $4.7M |
| Leeward Financial Partners, LLC | 1.36% | Reduce -0.4% | 97,082 | $4.6M |
| Columbus Macro, LLC | 0.48% | Reduce -1.1% | 96,023 | $4.5M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 95,737 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +1.4% | 95,555 | $4.5M |
| Arcadia Wealth Management, LLC | 1.61% | Add +2.2% | 94,973 | $4.5M |
| Unify Financial Advisors | 4.61% | Add +21.6% | 94,345 | $4.4M |
| Sei Investments Co. | 0.00% | Add +2.0% | 92,823 | $4.4M |
| Center For Asset Management LLC | 2.10% | Add +2.1% | 90,165 | $4.2M |
| Signal Advisors Wealth, LLC | 0.29% | Add +88.5% | 89,461 | $4.2M |
| Accurate Wealth Management, LLC | 0.50% | Add +4.1% | 88,857 | $4.2M |
| First Financial Bank - Trust Division | 0.34% | Reduce -4.4% | 88,800 | $4.2M |
| Sage Rhino Capital LLC | 0.77% | Add +1.3% | 87,651 | $4.1M |
| Beverly Hills Private Wealth, LLC | 0.69% | Reduce -3.6% | 87,543 | $4.1M |
| Cornerstone Financial Management LLC | 3.72% | Add +3.9% | 86,266 | $4.1M |
| Bank of Montreal | 0.00% | Add +3.3% | 85,195 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +528.0% | 84,748 | $4.0M |
| Diversified Portfolios, Inc. | 0.33% | Reduce -0.0% | 84,563 | $4.0M |
| First Heartland Consultants, Inc. | 0.30% | Add +9.3% | 83,679 | $3.9M |
| Keystone Global Partners, LLC | 1.75% | Reduce -21.6% | 83,397 | $3.9M |
| Seneca Financial Advisors LLC | 1.14% | Add +5.5% | 82,957 | $3.9M |
| Gould Asset Management LLC | 0.68% | Add +24.3% | 82,818 | $3.9M |
| Rational Advisors, Inc. | 0.42% | New | 82,375 | $3.9M |
| Mariner, LLC | 0.00% | Add +21.5% | 82,204 | $3.9M |
| FC Advisory LLC | 1.12% | Add +0.8% | 81,560 | $3.8M |
| Checchi Capital Advisers, LLC | 0.26% | Reduce -4.7% | 81,095 | $3.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +29.9% | 81,007 | $3.8M |
| Capital Investment Management, Inc. | 1.30% | Add +3.6% | 80,845 | $3.8M |
| Alternative Investment Advisors, LLC. | 1.66% | Add +13.3% | 79,545 | $3.7M |
| Rockbridge Investment Management, LCC | 0.33% | Add +0.0% | 77,570 | $3.6M |
| Bragg Financial Advisors, Inc | 0.11% | Reduce -2.4% | 76,263 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +14.2% | 75,573 | $3.5M |
| VestGen Advisors, LLC | 0.09% | Reduce -40.9% | 72,077 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.7% | 69,536 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Add +6.3% | 69,020 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.5% | 68,706 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.7% | 68,971 | $3.2M |
| Blue Trust, Inc. | 0.04% | Reduce -7.7% | 68,140 | $3.2M |
| Grey Ledge Advisors, LLC | 0.72% | Add +520.3% | 67,886 | $3.2M |
| Elevated Capital Advisors, LLC | 0.80% | Add +1.2% | 67,791 | $3.2M |
| Equity Investment Corp. | 0.06% | Add +2.6% | 67,180 | $3.2M |
| Claro Advisors Inc. | 0.38% | Add +11.0% | 66,414 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +3637.1% | 65,922 | $3.1M |
| Bulwark Capital Corp | 1.89% | Reduce -69.5% | 65,158 | $3.1M |
| Gateway Wealth Partners, LLC | 0.12% | New | 64,763 | $3.0M |
| Fort Point Capital Partners LLC | 0.38% | Reduce -15.6% | 61,113 | $2.9M |
| Seek First Inc. | 2.01% | Add +0.3% | 60,753 | $2.9M |
| Creative Planning | 0.00% | Reduce -15.8% | 60,424 | $2.8M |
| WFA of San Diego, LLC | 2.27% | Add +2.1% | 60,137 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +70.6% | 58,918 | $2.8M |
| TriaGen Wealth Management LLC | 0.75% | Add +3.9% | 58,635 | $2.8M |
| Stephens Inc. | 0.03% | Add +2.7% | 58,494 | $2.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +117.7% | 58,214 | $2.7M |
| AE Wealth Management LLC | 0.01% | Add +2.4% | 57,846 | $2.7M |
| Tran Capital Management, L.P. | 0.37% | Reduce -0.7% | 57,346 | $2.7M |
| Phillips Financial Management, LLC | 0.19% | No change | 56,748 | $2.7M |
| Seed Wealth Management, Inc. | 1.83% | Reduce -5.5% | 56,690 | $2.7M |
| Retirement Wealth Solutions LLC | 1.65% | Add +3.0% | 55,826 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +15.6% | 55,297 | $2.6M |
| Veridan Wealth LLC | 0.93% | Add +4.1% | 52,543 | $2.5M |
| CGN Advisors LLC | 0.19% | Add +6.5% | 52,187 | $2.5M |
| Hopwood Nicholas Hunter | 0.78% | Add +1.4% | 52,096 | $2.4M |
| Vise Technologies, Inc. | 0.05% | No change | 51,765 | $2.4M |
| Graetz Wealth LLC | 2.17% | Reduce -3.1% | 51,816 | $2.4M |
| Liberty One Investment Management, LLC | 0.25% | Add +45.0% | 51,679 | $2.4M |
| AXS Investments LLC | 0.97% | Add +54.2% | 51,370 | $2.4M |
| Jefferies Financial Group Inc. | 0.03% | Add +1.8% | 51,269 | $2.4M |
| CacheTech Inc. | 0.46% | Reduce -10.2% | 51,110 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.8% | 50,334 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +22.3% | 49,709 | $2.3M |
| Leavell Investment Management, Inc. | 0.09% | Add +3.5% | 49,075 | $2.3M |
| LifePlan Financial, LLC | 1.69% | Add +5.7% | 48,804 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.9% | 48,000 | $2.3M |
| Entrust Financial LLC | 1.57% | Add +5.3% | 47,875 | $2.2M |
| Brindle & Bay Financial Advisors, LLC | 1.37% | Add +4.3% | 47,510 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +2.8% | 47,281 | $2.2M |
| Ridgewood Investments LLC | 0.90% | — | 47,122 | $2.2M |
| Continental Investors Services, Inc. | 2.09% | Add +85.7% | 47,145 | $2.2M |
| Certified Advisory Corp | 0.19% | Add +16.8% | 44,082 | $2.1M |
| Adams Wealth Management | 0.45% | Reduce -11.8% | 43,981 | $2.1M |
| Hohimer Wealth Management, LLC | 0.25% | Add +112.5% | 42,699 | $2.0M |
| Evergreen Capital Management LLC | 0.04% | Reduce -11.3% | 42,344 | $2.0M |
| Lutz Financial Services LLC | 0.13% | Reduce -1.7% | 41,719 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +340.4% | 41,499 | $2.0M |
| TRUE Private Wealth Advisors | 0.19% | Reduce -1.6% | 41,585 | $2.0M |
| Capital Analysts, LLC | 0.05% | Add +12.9% | 41,338 | $1.9M |
| Thrive Capital Management, LLC | 0.42% | Add +3.1% | 41,073 | $1.9M |
| Security Financial Services, INC. | 0.30% | Add +4.4% | 40,671 | $1.9M |
| Petra Financial Advisors Inc. | 1.18% | Add +0.9% | 40,577 | $1.9M |
| Obsidian Cio, LLC | 1.67% | Add +20.3% | 39,633 | $1.9M |
| Regal Investment Advisors LLC | 0.11% | Add +6.8% | 39,184 | $1.8M |
| M Holdings Securities, Inc. | 0.12% | Reduce -26.1% | 39,215 | $1.8M |
| D.B. Root & Company, LLC | 0.44% | New | 38,941 | $1.8M |
| BDFS Capital LLC | 0.87% | Add +4.6% | 38,360 | $1.8M |
| Randall & Associates Wealth Management | 1.18% | Add +8.3% | 37,232 | $1.7M |
| Centurion Wealth Management LLC | 0.39% | Reduce -4.0% | 37,203 | $1.7M |
| Western Wealth Management, LLC | 0.07% | Add +457.5% | 37,161 | $1.7M |
| City State Bank | 0.45% | Reduce -0.4% | 36,822 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -4.4% | 36,794 | $1.7M |
| Protective Life Corp. | 5.72% | New | 36,637 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +100.3% | 36,416 | $1.7M |
| Hancock Whitney Corp. | 0.03% | Reduce -46.2% | 36,447 | $1.7M |
| AlphaStar Capital Management, LLC | 0.13% | Add +1.2% | 36,381 | $1.7M |
| Conning Inc. | 0.06% | No change | 36,000 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -2.1% | 35,979 | $1.7M |
| Cwm, LLC | 0.00% | Reduce -1.6% | 34,547 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -15.6% | 34,315 | $1.6M |
| Greenspring Advisors, LLC | 0.10% | Add +42.6% | 33,932 | $1.6M |
| Westfuller Advisors, LLC | 0.68% | Reduce -10.5% | 33,581 | $1.6M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -12.0% | 32,964 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -12.8% | 32,455 | $1.5M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -3.4% | 32,116 | $1.5M |
| Inspire Advisors, LLC | 0.12% | Add +20.9% | 32,104 | $1.5M |
| Citizens Financial Group Inc. | 0.02% | Reduce -21.4% | 31,991 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.2% | 31,921 | $1.5M |
| Sax Wealth Advisors, LLC | 0.07% | No change | 31,641 | $1.5M |
| Resonant Capital Advisors, LLC | 0.08% | No change | 31,160 | $1.5M |
| A4 Wealth Advisors LLC | 1.20% | Add +25.7% | 30,719 | $1.4M |
| Chapman Financial Group, LLC | 1.03% | Add +32.6% | 30,605 | $1.4M |
| BLB&B Advisors, LLC | 0.06% | Add +28.9% | 30,419 | $1.4M |
| Oakmont Advisory Group, LLC | 1.44% | Add +2.9% | 30,021 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -11.8% | 29,839 | $1.4M |
| Summit Wealth Group, LLC | 0.32% | Add +0.5% | 29,666 | $1.4M |
| Brighton Securities Corp. | 0.67% | Add +97.6% | 29,538 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.14% | Reduce -42.5% | 29,141 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Add +1.0% | 28,472 | $1.3M |
| Central Pacific Bank - Trust Division | 0.18% | No change | 28,440 | $1.3M |
| Independent Advisor Alliance | 0.01% | Add +109.2% | 28,370 | $1.3M |
| Rothschild Wealth LLC | 0.12% | Reduce -3.4% | 27,906 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.41% | Add +1.0% | 27,709 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -94.3% | 26,910 | $1.3M |
| Farringdon Capital, Ltd. | 0.27% | Reduce -14.0% | 26,690 | $1.3M |
| Legacy Wealth Partners, LLC | 0.31% | Add +9.6% | 26,648 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | Reduce -9.2% | 26,231 | $1.2M |
| Schwallier Wealth Management LLC | 0.90% | New | 26,171 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.30% | New | 26,051 | $1.2M |
| Prosperity Planning, Inc. | 0.44% | Reduce -0.3% | 25,731 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.4% | 25,586 | $1.2M |
| Saranac Partners Ltd | 0.52% | Add +53.3% | 17,978 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 25,359 | $1.2M |
| Money Concepts Capital Corp. | 0.07% | Add +8.9% | 25,055 | $1.2M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -25.8% | 24,968 | $1.2M |
| Midwest Financial Group LLC | 0.49% | Add +5.5% | 24,638 | $1.2M |
| Balboa Wealth Partners | 0.19% | Add +19.8% | 24,485 | $1.1M |
| Commerce Bank | 0.01% | New | 24,418 | $1.1M |
| Keating Financial Advisory Services, Inc. | 0.18% | Add +5.9% | 23,715 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 23,371 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.89% | Reduce -18.1% | 23,192 | $1.1M |
| Essential Planning, LLC. | 0.34% | Reduce -0.5% | 22,757 | $1.1M |
| Accel Wealth Management | 0.27% | Add +12.9% | 21,949 | $1.0M |
| LifePlan Investment Advisors, Inc. | 0.40% | Add +11.2% | 21,838 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -3.5% | 21,809 | $1.0M |
| FMR LLC | 0.00% | Add +54.1% | 21,454 | $1.0M |
| Genesis Private Wealth, LLC | 0.31% | Add +1.1% | 20,912 | $982K |
| Absolute Capital Management, LLC | 0.32% | Add +9.3% | 20,703 | $972K |
| BNP Paribas Financial Markets | 0.00% | New | 20,457 | $960K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.0% | 20,490 | $960K |
| HT Partners LLC | 0.28% | Add +1.3% | 19,927 | $936K |
| Sigma Planning Corp | 0.03% | Add +42.4% | 19,553 | $918K |
| Capital Asset Managemnet, LLC | 1.03% | Add +8.6% | 19,469 | $914K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +48.7% | 19,275 | $905K |
| Headlands Technologies LLC | 0.10% | New | 18,955 | $890K |
| MAI Capital Management | 0.01% | Reduce -5.2% | 18,747 | $880K |
| Financial Plan, Inc. | 0.09% | New | 18,704 | $878K |
| Banque Transatlantique SA | 0.02% | New | 18,340 | $861K |
| Strategic Financial Partners, Ltd. | 0.37% | Reduce -1.3% | 18,030 | $847K |
| Global Financial Private Client, LLC | 0.28% | Add +0.1% | 17,947 | $843K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -8.5% | 17,494 | $822K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.72% | Reduce -3.7% | 17,234 | $809K |
| Advisory Alpha, LLC | 0.02% | Reduce -65.3% | 16,676 | $784K |
| Ashton Thomas Securities, LLC | 0.10% | Add +2.6% | 16,451 | $772K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +4.1% | 16,303 | $765K |
| Brookwood Investment Group LLC | 0.10% | Add +5.1% | 16,299 | $765K |
| Avise Financial Cooperative, Inc. | 0.63% | Reduce -5.6% | 16,106 | $756K |
| Seelaus Asset Management LLC | 0.54% | Add +2.9% | 15,905 | $747K |
| Moors & Cabot, Inc. | 0.03% | Add +2.9% | 15,342 | $720K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.4% | 15,130 | $710K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.10% | No change | 14,981 | $703K |
| rebel Financial LLC | 0.30% | Add +9.4% | 14,860 | $698K |
| Tortoise Investment Management, LLC | 0.06% | Reduce -29.5% | 14,834 | $696K |
| Advyzon Investment Management, LLC | 0.06% | Add +23.8% | 14,823 | $696K |
| Ignite Planners, LLC | 0.11% | Reduce -1.4% | 14,353 | $687K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +4.9% | 14,410 | $677K |
| Alteri Wealth LLC | 0.22% | Add +1.5% | 14,330 | $673K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -24.9% | 14,293 | $671K |
| Arwa LLC | 0.33% | Add +14.8% | 14,195 | $667K |
| Rockland Trust Co. | 0.03% | Add +15.4% | 14,142 | $664K |
| Proactive Wealth Strategies LLC | 0.12% | Add +153.8% | 14,098 | $662K |
| Navigation Wealth Management, Inc. | 2.37% | Reduce -5.3% | 13,991 | $657K |
| Compound Planning, Inc. | 0.02% | Add +46.6% | 13,876 | $651K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 13,813 | $649K |
| Gotham Asset Management | 0.00% | Add +123.8% | 13,555 | $636K |
| IVC Wealth Advisors LLC | 0.27% | Reduce -21.0% | 13,487 | $633K |
| Altfest L J & Co. Inc. | 0.07% | Add +2.5% | 13,401 | $629K |
| Benjamin Edwards Inc. | 0.01% | Add +12.9% | 13,225 | $621K |
| Transamerica Financial Advisors, LLC | 0.05% | Add +116.8% | 13,112 | $616K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 12,868 | $608K |
| TFB Advisors LLC | 0.32% | Reduce -42.7% | 12,867 | $604K |
| BAM Wealth Management, LLC | 0.45% | Reduce -5.5% | 12,758 | $599K |
| Talon Private Wealth, LLC | 0.08% | — | 12,717 | $597K |
| Pacific Excel Wealth Advisors, Inc. | 0.63% | Add +61.0% | 12,698 | $596K |
| WNY Asset Management, LLC | 0.06% | — | 12,622 | $593K |
| Hexagon Capital Partners LLC | 0.09% | Add +1.8% | 12,472 | $586K |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,047 | $584K |
| Disciplined Investments, LLC | 0.21% | Reduce -5.3% | 12,391 | $582K |
| AQR Capital Management | 0.00% | Reduce -7.5% | 12,336 | $579K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +19.2% | 12,228 | $574K |
| Potomac Fund Management Inc. | 0.02% | Add +12.5% | 12,018 | $564K |
| Versant Capital Management, Inc | 0.06% | No change | 11,925 | $560K |
| Jacobs Equity LLC | 0.50% | Add +22.1% | 11,848 | $556K |
| True North Advisors, LLC | 0.06% | Reduce -54.0% | 11,584 | $544K |
| Cresset Asset Management, LLC | 0.00% | Reduce -18.0% | 11,578 | $544K |
| Independent Financial Group, LLC | 0.01% | Add +69.5% | 11,576 | $543K |
| WT Wealth Management | 0.16% | Add +3.0% | 11,535 | $542K |
| RCS Financial Planning, LLC | 0.28% | Add +28.2% | 11,353 | $533K |
| Faithward Advisors, LLC | 0.08% | Add +13.7% | 11,334 | $532K |
| Koshinski Asset Management, Inc. | 0.03% | Add +10.3% | 11,275 | $529K |
| Cambridge Advisors Inc. | 0.10% | No change | 11,201 | $526K |
| Trust Point Inc. | 0.05% | Reduce -6.4% | 11,064 | $519K |
| Maripau Wealth Management LLC | 0.23% | Reduce -1.8% | 11,054 | $519K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.7% | 10,997 | $516K |
| Guidance Capital, Inc. | 0.12% | Add +2.8% | 11,037 | $515K |
| Corient Private Wealth LP | 0.00% | Add +30.2% | 11,501 | $513K |
| Nwam LLC | 0.03% | Add +0.6% | 10,817 | $508K |
| BlueSky Wealth Advisors, LLC | 0.07% | New | 10,799 | $507K |
| Ellis Investment Partners, LLC | 0.09% | Add +59.7% | 10,772 | $506K |
| Summit Global Investments | 0.03% | Reduce -1.2% | 10,663 | $501K |
| Seeds Investor LLC | 0.07% | New | 10,468 | $494K |
| Meridian Wealth Partners, LLC | 0.07% | No change | 10,354 | $486K |
| Southland Equity Partners LLC | 0.09% | Add +0.6% | 10,315 | $484K |
| IFP Advisors, Inc | 0.01% | Add +7.6% | 10,286 | $483K |
| Braun-Bostich & Associates Inc. | 0.30% | Reduce -21.9% | 10,156 | $477K |
| Pacific Financial Group Inc. | 0.26% | Add +4.3% | 10,101 | $474K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +36.0% | 9,995 | $469K |
| Walleye Partners, LLC | 0.57% | Reduce -0.1% | 9,952 | $467K |
| Atlatl Advisers LLC | 0.35% | Reduce -74.5% | 9,949 | $467K |
| Eagle Bay Advisors LLC | 0.41% | Add +0.2% | 9,844 | $462K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +71.1% | 9,798 | $460K |
| Argyle Capital Partners, LLC | 0.33% | Add +20.6% | 9,633 | $452K |
| Argent Trust Co | 0.02% | Add +20.0% | 9,631 | $452K |
| Park Avenue Securities LLC | 0.00% | New | 9,515 | $447K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +13.0% | 9,469 | $445K |
| M1 Capital Management LLC | 0.20% | Add +19.9% | 9,288 | $436K |
| Balefire, LLC | 0.08% | Add +15.6% | 9,281 | $436K |
| Fisher Asset Management | 0.00% | Add +7.5% | 9,252 | $434K |
| Whittier Trust Co. | 0.00% | No change | 9,061 | $424K |
| Emergent Wealth Advisors, LLC | 0.25% | Reduce -81.7% | 8,984 | $422K |
| Laurel Oak Wealth Management, LLC | 0.07% | Reduce -34.8% | 8,978 | $422K |
| Cornerstone Planning Group LLC | 0.06% | Add +13.8% | 8,931 | $417K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 8,643 | $406K |
| Montis Financial, LLC | 0.08% | Reduce -11.8% | 8,613 | $404K |
| Quantinno Capital Management LP | 0.00% | New | 8,575 | $403K |
| 55 North Private Wealth, LLC | 0.10% | Reduce -1.8% | 8,532 | $401K |
| Stirlingshire Investments, Inc. | 0.34% | Add +8.3% | 8,148 | $383K |
| Brighton Jones LLC | 0.01% | New | 7,952 | $373K |
| VestGen Investment Management | 0.21% | Reduce -20.2% | 7,936 | $373K |
| Integrity Wealth Partners, LLC | 0.33% | — | 7,884 | $370K |
| SIMA Wealth Partners, LLC | 0.28% | Reduce -4.5% | 7,823 | $367K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.1% | 7,752 | $364K |
| Waystone Advisors LLC | 0.32% | Reduce -21.6% | 7,713 | $362K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.9% | 7,699 | $361K |
| Shayne & Jacobs, LLC | 0.11% | Reduce -8.9% | 7,644 | $359K |
| Boyd Watterson Asset Management LLC | 0.11% | Reduce -1.2% | 7,563 | $355K |
| Cassilly Financial Group LLC | 0.31% | Reduce -2.2% | 7,555 | $355K |
| Columbia Advisory Partners LLC | 0.22% | Add +10.7% | 7,378 | $346K |
| World Equity Group, Inc. | 0.09% | Add +4.5% | 7,743 | $345K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -0.4% | 7,294 | $342K |
| Leo Wealth, LLC | 0.02% | Reduce -16.6% | 7,282 | $342K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -3.4% | 7,276 | $342K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.6% | 7,250 | $340K |
| Flywheel Private Wealth LLC | 0.19% | Add +12.5% | 7,200 | $338K |
| Old Mission Capital LLC | 0.01% | New | 7,193 | $338K |
| Northern Trust Corp. | 0.00% | Reduce -19.1% | 7,131 | $335K |
| Econ Financial Services Corp | 0.15% | New | 7,049 | $331K |
| Fifth Third Securities, Inc. | 0.02% | Add +1.7% | 7,047 | $331K |
| Integrity Alliance, Llc. | 0.01% | Add +25.5% | 7,029 | $330K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -6.2% | 6,990 | $328K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -5.4% | 6,978 | $328K |
| United Advisor Group, LLC | 0.04% | Add +1.1% | 6,915 | $325K |
| HRT Financial LP | 0.00% | New | 6,854 | $321K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -38.0% | 6,795 | $319K |
| Cultivar Capital, Inc. | 0.20% | Reduce -11.2% | 6,755 | $317K |
| Merited Wealth, LLC | 0.26% | Add +30.1% | 6,581 | $309K |
| HUB Investment Partners, LLC | 0.01% | No change | 6,460 | $303K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +8.0% | 6,322 | $297K |
| Patten & Patten Inc. | 0.02% | Add +1.7% | 6,305 | $296K |
| Sequent Planning LLC | 0.07% | New | 6,206 | $291K |
| Chesley Taft & Associates LLC | 0.01% | New | 6,181 | $290K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 6,120 | $287K |
| Silver Oak Securities, Incorporated | 0.02% | Add +21.2% | 6,119 | $287K |
| Delta Financial Advisors LLC | 0.07% | No change | 6,074 | $285K |
| Verus Capital Partners, LLC | 0.02% | Reduce -17.5% | 6,058 | $284K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -14.3% | 5,861 | $275K |
| Barrett & Company, Inc. | 0.09% | Reduce -10.9% | 5,850 | $275K |
| IHT Wealth Management, LLC | 0.01% | Reduce -46.1% | 5,843 | $274K |
| REAP Financial Group, LLC | 0.05% | Add +12.8% | 5,822 | $273K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -5.7% | 5,645 | $265K |
| Summit Financial, LLC | 0.00% | New | 5,644 | $265K |
| Hardworking Capital Advisors, LLC | 0.25% | Add +4.7% | 5,627 | $264K |
| West Michigan Advisors, LLC | 0.06% | Reduce -22.9% | 5,598 | $263K |
| Sowell Financial Services LLC | 0.01% | Add +4.2% | 5,547 | $260K |
| Brown Advisory Inc. | 0.00% | Add +7.5% | 5,507 | $259K |
| Redwood Investment Management, LLC | 0.03% | Reduce -8.2% | 5,495 | $258K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 5,494 | $258K |
| Silver Grove Financial Group, Inc. | 0.21% | Reduce -1.3% | 5,471 | $257K |
| CoreCap Advisors, LLC | 0.01% | Add +25.0% | 5,443 | $256K |
| Franklin Resources Inc. | 0.00% | Reduce -24.4% | 5,431 | $255K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +17.4% | 5,425 | $255K |
| Spire Wealth Management | 0.01% | Add +2.3% | 5,413 | $254K |
| Rossby Financial, LCC | 0.05% | Add +2.0% | 5,422 | $254K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -4.0% | 5,331 | $250K |
| Richardson Financial Services Inc. | 0.16% | Add +2.8% | 5,308 | $249K |
| 21 West Wealth Management LLC | 0.23% | New | 5,229 | $246K |
| Belpointe Asset Management LLC | 0.01% | Add +1.1% | 5,197 | $244K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -16.3% | 5,197 | $244K |
| Retirement Planning Group, LLC | 0.01% | New | 5,173 | $243K |
| Arkadios Wealth Advisors | 0.00% | Reduce -30.4% | 5,136 | $241K |
| XY Planning Network, Inc. | 0.04% | New | 5,129 | $240K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -13.3% | 5,111 | $240K |
| Yoffe Investment Management, LLC | 0.30% | No change | 5,051 | $237K |
| FSA Advisors, Inc. | 0.16% | Reduce -64.1% | 5,051 | $237K |
| Elite Life Management LLC | 0.30% | No change | 5,040 | $237K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.1% | 4,984 | $234K |
| Successful Portfolios LLC | 0.13% | Reduce -0.6% | 4,865 | $228K |
| Indivisible Partners | 0.02% | Add +4.5% | 4,838 | $227K |
| Archvest Wealth Advisors, Inc. | 0.15% | New | 4,836 | $227K |
| Phoenix Financial Ltd. | 0.00% | No change | 4,787 | $225K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.0% | 4,768 | $224K |
| Facet Wealth, Inc. | 0.00% | New | 4,770 | $224K |
| Ponta Wealth Partners, LLC | 0.18% | New | 4,749 | $223K |
| Carter Financial Group, INC. | 0.14% | Reduce -4.7% | 4,738 | $222K |
| Wealthfront Advisers LLC | 0.00% | Reduce -17.1% | 4,724 | $222K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +0.4% | 4,699 | $221K |
| Caitlin John, LLC | 0.13% | Add +0.1% | 4,692 | $220K |
| Two Sigma Securities, LLC | 0.03% | New | 4,662 | $219K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.3% | 4,611 | $216K |
| Essex Bank | 0.05% | Reduce -21.2% | 4,556 | $214K |
| AA Financial Advisors, LLC | 0.03% | Reduce -67.2% | 4,514 | $212K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -12.1% | 4,498 | $211K |
| Wealthspire Retirement, LLC | 0.01% | Add +0.6% | 4,492 | $211K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Add +1.8% | 4,485 | $211K |
| Clean Yield Group | 0.06% | No change | 4,482 | $210K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -1.1% | 4,471 | $210K |
| Liberty Wealth Management LLC | 0.03% | New | 4,432 | $208K |
| Integrated Wealth Management | 0.24% | Reduce -0.5% | 4,399 | $207K |
| Decker Retirement Planning Inc. | 0.09% | Reduce -5.9% | 4,365 | $205K |
| Midwest Trust Co | 0.00% | New | 4,351 | $204K |
| Moneco Advisors, LLC | 0.02% | No change | 4,347 | $204K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.1% | 4,341 | $204K |
| Unique Wealth, LLC | 0.03% | New | 4,317 | $203K |
| Thompson David Blair | 0.12% | No change | 4,311 | $202K |
| LongView Wealth Management | 0.05% | Reduce -10.4% | 4,251 | $201K |
| Bcwm, LLC | 0.06% | New | 4,264 | $200K |
| Oregon Pacific Wealth Management, LLC | 0.21% | New | 4,260 | $200K |
| Arax Advisory Partners | 0.01% | Add +15.0% | 4,204 | $197K |
| Private Trust Co. NA | 0.02% | Reduce -5.8% | 4,114 | $193K |
| Legacy Wealth Managment, LLC | 0.09% | Add +4.2% | 3,964 | $186K |
| Centaurus Financial, Inc. | 0.01% | New | 3,875 | $182K |
| KERR FINANCIAL PLANNING Corp | 0.13% | Reduce -58.1% | 3,872 | $182K |
| Raleigh Capital Management Inc. | 0.06% | Add +4.5% | 3,847 | $181K |
| International Assets Investment Management, LLC | 0.01% | Add +7.5% | 3,633 | $170K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,587 | $168K |
| Imprint Wealth LLC | 0.64% | Add +7.7% | 2,978 | $140K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -1.8% | 2,910 | $137K |
| Archer Investment Corp | 0.03% | Reduce -38.5% | 2,741 | $129K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 2,698 | $127K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 2,676 | $125K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +14.0% | 2,532 | $119K |
| Tucker Asset Management LLC | 0.03% | Add +1332.2% | 2,449 | $115K |
| Blair William & Co. | 0.00% | Reduce -35.8% | 2,430 | $114K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.7% | 2,422 | $114K |
| Rogco, LP | 0.04% | No change | 2,288 | $107K |
| Piscataqua Savings Bank | 0.07% | No change | 2,249 | $106K |
| Solstein Capital, LLC | 0.04% | Add +2.1% | 2,189 | $103K |
| Sound Income Strategies, LLC | 0.00% | Add +28.3% | 2,116 | $99K |
| Winthrop Capital Management, LLC | 0.02% | No change | 2,064 | $97K |
| Parallel Advisors, LLC | 0.00% | Add +30.9% | 2,040 | $96K |
| Front Row Advisors LLC | 0.03% | No change | 2,000 | $94K |
| SBI Securities Co., Ltd. | 0.00% | Add +127.4% | 1,865 | $88K |
| Synergy Investment Management, LLC | 0.03% | New | 1,854 | $87K |
| Eastern Bank | 0.00% | Add +564.2% | 1,820 | $85K |
| Tiaa Trust, National Association | 0.00% | Reduce -88.2% | 1,719 | $81K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.6% | 1,633 | $77K |
| National Bank of Canada | 0.00% | No change | 1,465 | $69K |
| Ironwood Wealth Management, LLC. | 0.02% | Add +55.1% | 1,464 | $69K |
| Dunhill Financial, LLC | 0.02% | New | 1,364 | $64K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 1,345 | $63K |
| CDKV Holdings LLC | 0.05% | No change | 1,222 | $57K |
| Wells Financial Advisors INC | 0.26% | No change | 1,213 | $57K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +219.5% | 1,080 | $51K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,058 | $50K |
| Duncker Streett & Co. Inc. | 0.01% | Add +1.5% | 1,056 | $50K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 1,028 | $48K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +9.4% | 1,002 | $47K |
| NBT Bank, N.A. | 0.00% | New | 985 | $46K |
| City Holding Co. | 0.01% | Add +17.8% | 942 | $44K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 869 | $41K |
| Strive Financial Group ,LLC | 0.02% | Add +259.8% | 860 | $40K |
| Main Street Group, LTD | 0.01% | New | 848 | $40K |
| Millstone Evans Group, LLC | 0.02% | No change | 829 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 824 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 748 | $35K |
| Evolution Wealth Management Inc. | 0.03% | No change | 740 | $35K |
| Key Financial Inc | 0.01% | Add +14.2% | 732 | $34K |
| MCF Advisors LLC | 0.00% | New | 657 | $31K |
| Bard Associates Inc. | 0.01% | Reduce -63.1% | 634 | $30K |
| MilWealth Group LLC | 0.01% | No change | 631 | $30K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +845.5% | 624 | $29K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.8% | 624 | $29K |
| Wellington-Altus USA Inc. | 0.02% | No change | 605 | $28K |
| Breakwater Investment Management | 0.01% | No change | 590 | $28K |
| Ascentis Independent Advisors | 0.00% | New | 583 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 565 | $27K |
| LRI Investments, LLC | 0.00% | Reduce -5.3% | 557 | $26K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 548 | $26K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -89.5% | 540 | $25K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -5.0% | 535 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 530 | $25K |
| Vision Retirement, LLC | 0.01% | Add +1915.4% | 524 | $25K |
| Bangor Savings Bank | 0.00% | Add +54.6% | 507 | $24K |
| AlphaCore Capital LLC | 0.00% | Reduce -4.1% | 494 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -45.4% | 472 | $22K |
| First PREMIER Bank | 0.01% | No change | 470 | $22K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 465 | $22K |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 435 | $20K |
| Kozak & Associates, Inc. | 0.00% | New | 433 | $20K |
| Colonial Trust Co / SC | 0.00% | Reduce -5.9% | 433 | $20K |
| Signature Equity Partners, LLC | 0.01% | Add +7.0% | 415 | $20K |
| First Community Trust NA | 0.01% | New | 410 | $19K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 399 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 371 | $17K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -25.1% | 369 | $17K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.6% | 363 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 363 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 362 | $17K |
| POM Investment Strategies, LLC | 0.02% | New | 361 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 352 | $17K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 335 | $16K |
| WPG Advisers, LLC | 0.01% | Reduce -1.5% | 335 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 332 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -12.0% | 324 | $15K |
| Blueline Advisors LLC | 0.01% | Add +0.3% | 319 | $15K |
| Napier Financial, LLC | 0.00% | New | 313 | $15K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -63.6% | 305 | $14K |
| United Community Bank | 0.00% | New | 303 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 278 | $13K |
| WealthShield Partners, LLC | 0.00% | Add +5.0% | 254 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 249 | $12K |
| Reicon Wealth Advisors, LLC | 0.01% | Reduce -33.1% | 241 | $11K |
| IFG Advisory, LLC | 0.03% | New | 223 | $10K |
| Clark Wealth Partners | 0.01% | No change | 216 | $10K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -0.5% | 211 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -32.9% | 206 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -28.9% | 182 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 173 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 171 | $8K |
| Prosperity Bancshares Inc | 0.01% | No change | 169 | $8K |
| Bfsg, LLC | 0.00% | Add +13.8% | 165 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 163 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 160 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 155 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -13.1% | 152 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | New | 140 | $7K |
| Nova Wealth Management, Inc. | 0.00% | New | 131 | $6K |
| Pinney & Scofield, Inc. | 0.00% | New | 131 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -86.0% | 136 | $6K |
| Evermay Wealth Management LLC | 0.00% | New | 112 | $5K |
| Tidemark, LLC | 0.00% | Add +0.9% | 107 | $5K |
| Avion Wealth | 0.00% | No change | 107 | $5K |
| Wiser Advisor Group LLC | 0.01% | No change | 106 | $5K |
| Burkett Financial Services, LLC | 0.00% | New | 101 | $5K |
| Crews Bank & Trust | 0.00% | No change | 100 | $5K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 99 | $5K |
| MBM Wealth Consultants, LLC | 0.00% | New | 95 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 81 | $4K |
| Financial Freedom, LLC | 0.00% | New | 80 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 73 | $3K |
| Albion Financial Group | 0.00% | No change | 72 | $3K |
| Values First Advisors, Inc. | 0.00% | No change | 70 | $3K |
| Kelleher Financial Advisors | 0.00% | New | 68 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 63 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 63 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 62 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 60 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 60 | $3K |
| Networth Advisors, LLC | 0.00% | No change | 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 |
| Richards, Merrill & Peterson, Inc. | 0.00% | Reduce -77.3% | 47 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 45 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 43 | $2K |
| Elequin Capital, LP | 0.00% | Reduce -99.1% | 42 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 42 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | New | 41 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 38 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 35 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 33 | $2K |
| HM Payson & Co. | 0.00% | New | 32 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 30 | $1K |
| Horizon Financial Services, LLC | 0.00% | Reduce -87.0% | 29 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 27 | $1K |
| Team Financial Group, LLC | 0.00% | No change | 26 | $1K |
| Clayton Financial Group LLC | 0.00% | No change | 25 | $1K |
| Motco | 0.00% | Reduce -44.2% | 24 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $986 |
| Nemes Rush Group LLC | 0.00% | New | 21 | $986 |
| Richardson Capital Management LLC | 0.00% | No change | 15 | $704 |
| Burk Holdings LLC | 0.00% | New | 14 | $657 |
| Kilter Group LLC | 0.00% | No change | 11 | $517 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 11 | $474 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 10 | $469 |
| Mascoma Wealth Management LLC | 0.00% | New | 8 | $376 |
| Creative Capital Management Investments LLC | 0.00% | No change | 8 | $376 |
| MPWM Advisory Solutions, LLC | 0.00% | New | 6 | $284 |
| Mosley Wealth Management | 0.00% | New | 5 | $235 |
| HighMark Wealth Management LLC | 0.00% | No change | 5 | $219 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 2 | $94 |
| 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.