Vanguard Tax-Exempt Bond ETFVTEBETF

13F holders, Q1 2026 (March 31)

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

1,356holders +35

96new positions

59sold out

7famous investors

$49.87avg. 13F price*

At the end of Q1 2026, 1,356 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 35 from Q4 2025. 96 opened new positions and 59 sold out. The largest holders were JPMorgan Chase & Co. ($2.2B), Northwestern Mutual Wealth Management Co. ($1.9B) and Morgan Stanley ($1.4B). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company: Vanguard Tax-Exempt Bond ETF
CUSIP: 922907746
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

	Institutions	Total Value
New Positions	96	$210.8M
Exits	59	$66.3M

All 13F filers, Q4 2025 → Q1 2026: 38,559,418 shares bought and 87,162,921 shares sold, net −48,603,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,356 holders


JPMorgan Chase & Co.	0.15%	Reduce -57.2%	44,720,653	$2.2B
Northwestern Mutual Wealth Management Co.	1.18%	Add +5.2%	38,571,552	$1.9B
Morgan Stanley	0.08%	Add +10.9%	27,925,540	$1.4B
Creative Planning	0.93%	Add +10.0%	27,532,088	$1.4B
Wealthfront Advisers LLC	2.73%	Add +3.1%	24,913,759	$1.2B
Charles Schwab Investment Management Inc.	0.19%	Add +7.9%	24,824,614	$1.2B
Raymond James Financial Inc.	0.38%	Reduce -0.7%	24,433,775	$1.2B
FMR LLC	0.05%	Reduce -0.8%	20,319,509	$1.0B
Northern Trust Corp.	0.10%	Reduce -4.9%	14,599,761	$728.4M
Wells Fargo & Company	0.14%	Add +6.6%	14,373,737	$717.1M
Sei Investments Co.	0.65%	Add +4.9%	14,164,689	$706.7M
Tiaa-Cref Individual & Institutional Services, LLC	2.44%	—	12,706,867	$633.9M
Bank of America Corp.	0.05%	Add +4.9%	12,650,375	$631.1M
Mercer Global Advisors Inc.	0.80%	Add +5.9%	10,832,376	$540.4M
LPL Financial LLC	0.13%	Add +5.5%	9,638,050	$480.8M
Jones Financial Companies LLLP	0.21%	Add +27.7%	8,880,433	$441.3M
Franklin Resources Inc.	0.09%	Add +15.2%	7,223,222	$360.4M
Betterment LLC	0.65%	Add +3.3%	6,930,029	$345.7M
Cliftonlarsonallen Wealth Advisors, LLC	4.62%	Add +12.8%	6,316,714	$315.1M
Envestnet Asset Management Inc.	0.07%	Add +16.0%	5,402,498	$269.5M
Corient Private Wealth LP	0.31%	Add +9.0%	4,482,589	$220.1M
Cerity Partners LLC	0.31%	Add +9.0%	4,401,851	$219.6M
UBS Group AG	0.04%	Add +16.0%	4,345,653	$216.8M
Mariner, LLC	0.25%	Add +7.8%	4,267,150	$212.9M
Rwa Wealth Partners, LLC	2.32%	Add +5.9%	4,250,870	$212.1M
Aspiriant, LLC	6.02%	Reduce -1.6%	4,233,953	$211.2M
Vanguard Advisers Inc.	0.75%	—	3,852,209	$192.2M
US Bancorp \de	0.21%	Reduce -0.5%	3,492,612	$174.2M
Orgel Wealth Management, LLC	3.72%	Reduce -2.6%	3,465,055	$172.9M
Royal Bank of Canada	0.03%	Reduce -2.7%	3,311,160	$165.2M
Ameriprise Financial Inc.	0.04%	Add +5.3%	3,198,132	$159.5M
Facet Wealth, Inc.	2.28%	Add +30.1%	2,638,988	$131.7M
HighTower Advisors, LLC	0.14%	Add +3.0%	2,622,261	$130.8M
PNC Financial Services Group, Inc.	0.07%	Reduce -3.8%	2,462,866	$122.9M
Members Trust Co	4.07%	Add +3.8%	2,453,861	$122.4M
Pathstone Holdings, LLC	0.47%	Add +0.9%	2,367,474	$118.1M
OneDigital Investment Advisors LLC	1.05%	Add +11.6%	2,153,555	$107.4M
SCS Capital Management LLC	1.02%	Reduce -0.8%	1,930,365	$96.3M
Prime Capital Investment Advisors, LLC	1.09%	Reduce -0.8%	1,896,133	$94.6M
Sequoia Financial Advisors, LLC	0.52%	Add +8.3%	1,846,369	$92.1M
Bank of New York Mellon Corp	0.02%	Add +21.5%	1,804,894	$90.0M
Baird Financial Group, Inc.	0.13%	Reduce -3.0%	1,707,796	$85.2M
Savant Capital, LLC	0.39%	Add +9.9%	1,615,681	$80.6M
Osaic Holdings, Inc.	0.12%	Reduce -17.9%	1,608,506	$80.3M
Wedmont Private Capital	2.57%	Add +20.1%	1,587,787	$79.6M
Lutz Financial Services LLC	5.26%	Add +5.6%	1,569,663	$78.3M
Stifel Financial Corp.	0.07%	Add +4.7%	1,555,177	$77.6M
GeoWealth Management, LLC	2.78%	Add +1.9%	1,547,081	$77.2M
Alvarez & Marsal Private Wealth Partners, LLC	10.01%	New	1,428,518	$71.3M
Composition Wealth, LLC	0.94%	Add +796.3%	1,365,610	$68.1M
Sanctuary Advisors, LLC	0.37%	Reduce -4.9%	1,361,467	$67.9M
Forum Financial Management, LP	0.93%	Add +1.4%	1,319,857	$65.8M
Bleakley Financial Group, LLC	1.03%	Add +12.6%	1,314,757	$65.6M
EP Wealth Advisors, LLC	0.32%	Add +44.4%	1,299,844	$64.8M
TIAA Wealth Investment Management LLC	0.49%	—	1,277,072	$63.7M
Integrated Wealth Concepts LLC	0.51%	Add +33.0%	1,273,664	$63.5M
Wealth Enhancement Advisory Services, LLC	0.14%	Reduce -28.9%	1,291,956	$63.3M
Baker Boyer National Bank	17.57%	Add +0.8%	1,172,202	$58.5M
Cetera Investment Advisers	0.06%	Add +11.0%	1,151,605	$57.5M
Topsail Wealth Management, LLC	8.10%	Reduce -0.5%	1,100,757	$54.9M
Focus Partners Wealth	0.06%	Add +0.5%	1,099,104	$54.8M
Kestra Investment Management, LLC	0.95%	Add +38.5%	1,098,741	$54.8M
West Financial Advisors, LLC	9.27%	Add +1.9%	1,094,845	$54.6M
GenTrust, LLC	2.23%	Add +16.0%	1,045,621	$52.2M
Mather Group, Llc.	0.49%	Add +5.3%	992,577	$49.5M
Beacon Pointe Advisors, LLC	0.26%	Add +16.8%	989,502	$49.4M
Thompson Siegel & Walmsley LLC	0.86%	Add +0.3%	973,264	$48.6M
Ackerman Capital Advisors, LLC	9.78%	Reduce -2.4%	957,011	$47.7M
Texas Capital Bank Wealth Management Services Inc	2.70%	Reduce -1.6%	913,240	$45.6M
Sunflower Bank, N.A.	11.40%	Add +2.5%	896,240	$44.7M
NewEdge Advisors, LLC	0.16%	Add +2.4%	895,626	$44.7M
Beaird Harris Wealth Management, LLC	3.03%	Reduce -0.5%	894,199	$44.6M
Foster Group, Inc.	1.32%	Reduce -0.8%	885,687	$44.2M
Allworth Financial LP	0.18%	Add +7.8%	869,401	$43.4M
Heritage Investment Group, Inc.	6.56%	Add +3.7%	868,264	$43.3M
Truist Financial Corp.	0.06%	Add +13.8%	866,033	$43.2M
One Capital Management, LLC	1.16%	Add +4.5%	845,847	$42.2M
Financial Engines Advisors L.L.C.	0.09%	Reduce -0.2%	842,572	$42.0M
MML Investors Services, LLC	0.11%	Reduce -15.7%	824,157	$41.1M
JFS Wealth Advisors, LLC	2.26%	Add +2.8%	811,204	$40.5M
Nicolet Bankshares Inc.	1.48%	New	801,648	$40.0M
M&T Bank Corp	0.13%	Add +0.5%	797,132	$39.8M
Commonwealth Equity Services, LLC	0.05%	Reduce -21.6%	777,821	$38.8M
Global Strategic Investment Solutions, LLC	3.78%	Add +11.4%	770,917	$38.5M
Fort Point Capital Partners LLC	4.92%	Reduce -27.5%	751,234	$37.5M
Evergreen Capital Management LLC	0.81%	Reduce -0.0%	745,522	$37.2M
Old National Bancorp	0.61%	Add +23.2%	733,944	$36.6M
Lexington Hill Partners, LLC	20.37%	Add +82.2%	721,059	$36.0M
MBB Public Markets I LLC	4.29%	Add +28.7%	718,533	$35.8M
Crestwood Advisors Group, LLC	0.60%	Reduce -14.9%	715,114	$35.7M
Waldron Private Wealth LLC	1.38%	Reduce -2.3%	707,563	$35.3M
Avidian Wealth Enterprises, LLC	1.12%	Add +93.8%	705,710	$35.2M
Bedel Financial Consulting, Inc.	4.04%	Add +1.7%	703,776	$35.1M
Jordan Park Group LLC	1.87%	Add +20.6%	703,253	$35.1M
Resonant Capital Advisors, LLC	1.84%	Add +0.3%	702,048	$35.0M
Gleason Group, Inc.	3.44%	Add +10.5%	695,356	$34.7M
Wealthspire Advisors, LLC	0.26%	Reduce -1.7%	675,736	$33.7M
Allen Investment Management, LLC	0.42%	No change	673,326	$33.6M
Waverly Advisors, LLC	0.24%	Add +8.6%	653,649	$32.6M
Bragg Financial Advisors, Inc	1.03%	Add +6.0%	652,691	$32.6M
Astoria Strategic Wealth, Inc.	8.17%	Add +3.4%	645,040	$32.2M
Manning & Napier Advisors LLC	0.45%	Add +8.9%	641,610	$32.0M
Goldman Sachs Group Inc.	0.00%	Reduce -19.9%	632,719	$31.6M
BSW Wealth Partners	3.83%	Add +2.3%	629,537	$31.4M
Modera Wealth Management, LLC	0.37%	Reduce -2.4%	625,727	$31.2M
First Citizens Bank & Trust Co.	0.64%	Reduce -0.2%	609,855	$30.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.01%	Add +508.5%	601,532	$30.0M
CX Institutional	0.90%	Add +4.5%	589,649	$29.4M
Salomon & Ludwin, LLC	2.55%	Add +9.5%	564,104	$28.5M
Brookstone Capital Management	0.32%	Add +10.8%	561,677	$28.0M
Merit Financial Group, LLC	0.21%	Add +96.5%	554,843	$27.7M
Luminvest Wealth Management LLC	7.08%	Add +1.5%	540,555	$27.1M
AlphaCore Capital LLC	0.64%	Reduce -15.7%	537,063	$26.8M
Tiaa Trust, National Association	1.61%	Reduce -96.2%	532,395	$26.6M
Petersen Hastings Wealth Advisors Inc.	2.42%	Add +31.1%	529,087	$26.4M
New York Life Investment Management LLC	0.21%	Add +7.1%	508,854	$25.4M
L2 Asset Management, LLC	2.40%	Add +102.3%	505,263	$25.2M
Regimen Wealth, LLC	7.37%	Add +13.4%	505,550	$25.2M
One Wealth Advisors, LLC	3.06%	Add +2.8%	492,252	$24.6M
Quotient Wealth Partners, LLC	0.64%	Add +3.2%	487,296	$24.3M
Apella Capital, LLC	0.36%	Add +10.1%	477,945	$24.1M
Citadel Advisors	0.02%	Add +1018.4%	480,231	$24.0M
Heartwood Wealth Advisors LLC	2.03%	Add +14.7%	465,886	$23.2M
Lazard Asset Management LLC	0.04%	Reduce -0.1%	453,445	$22.6M
Cwm, LLC	0.06%	Add +0.3%	448,066	$22.4M
First Horizon Corp.	0.93%	Add +34.6%	445,141	$22.2M
Natixis Advisors, LLC	0.03%	Add +34.0%	444,040	$22.2M
Renaissance Technologies	0.03%	Add +109.4%	442,400	$22.1M
Seneca Financial Advisors LLC	6.43%	Add +0.7%	439,579	$21.9M
Atmos Advisory, LLC	12.41%	Add +8.4%	438,026	$21.9M
Kestra Advisory Services, LLC	0.08%	Add +3.8%	437,027	$21.8M
Colony Family Offices, LLC	5.29%	Add +10.9%	429,624	$21.4M
Cahaba Wealth Management, Inc.	1.44%	Add +0.6%	425,853	$21.2M
Sagespring Wealth Partners, LLC	0.39%	Add +73.8%	423,749	$21.1M
Brown Advisory Inc.	0.03%	Add +4.5%	412,488	$20.6M
Moller Wealth Partners	4.02%	Add +10.0%	408,410	$20.4M
American Century Companies Inc.	0.01%	New	401,700	$20.0M
Deutsche Bank AG	0.01%	Add +11.4%	397,947	$19.9M
Davidson Investment Advisors	0.84%	Add +5.2%	391,387	$19.5M
Fifth Third Bancorp	0.03%	Add +4714.4%	378,843	$18.9M
Elm Partners Management LLC	0.81%	Reduce -17.1%	375,373	$18.7M
Vise Technologies, Inc.	0.36%	No change	366,394	$18.4M
State Farm Mutual Automobile Insurance Co.	0.01%	Add +46.1%	366,273	$18.3M
Captrust Financial Advisors	0.03%	Add +0.3%	364,797	$18.2M
Stairway Partners, LLC	0.94%	Reduce -0.1%	364,470	$18.2M
Stamos Capital Partners, L.P.	2.79%	Reduce -2.9%	357,307	$17.8M
Logan Stone Capital, LLC	4.88%	New	352,368	$17.6M
Vanguard Capital Management LLC	0.00%	—	351,000	$17.5M
Carnegie Investment Counsel	0.34%	Reduce -2.6%	349,658	$17.4M
Towneley Capital Management, Inc / DE	3.62%	Add +5.2%	347,016	$17.3M
Steward Partners Investment Advisory, LLC	0.09%	Add +95.8%	346,974	$17.3M
Assetmark, Inc.	0.03%	Reduce -2.9%	336,750	$16.8M
Unison Advisors LLC	1.25%	Add +0.0%	330,270	$16.5M
Smithfield Trust Co	0.72%	Add +14.5%	330,206	$16.5M
Riversedge Advisors, LLC	2.67%	Add +1.9%	330,131	$16.5M
Evanson Asset Management, LLC	0.88%	Add +9.8%	328,916	$16.4M
Cambridge Investment Research Advisors, Inc.	0.04%	Add +3.1%	327,448	$16.3M
Passive Capital Management, LLC.	4.84%	Add +2.2%	325,037	$16.2M
Single Point Partners, LLC	3.15%	Add +1.1%	317,426	$15.8M
Foster Victor Wealth Advisors, LLC	0.90%	Add +3.6%	313,565	$15.8M
Clark Asset Management, LLC	1.46%	Add +1.4%	311,945	$15.6M
Anderson Hoagland & Co.	1.34%	Reduce -1.9%	311,766	$15.6M
Compound Planning, Inc.	0.48%	Reduce -15.1%	311,764	$15.6M
Foster & Motley Inc.	0.80%	Reduce -0.3%	311,346	$15.5M
Equitable Holdings, Inc.	0.10%	Add +8.3%	307,301	$15.5M
State of Wisconsin Investment Board	0.04%	No change	309,000	$15.4M
Aprio Wealth Management, LLC	0.83%	Add +69.8%	306,331	$15.3M
Newton One Investments LLC	4.10%	Add +4.8%	302,477	$15.1M
Stonebridge Financial Group, LLC	1.23%	Reduce -2.2%	299,960	$15.0M
Regions Financial Corp.	0.10%	Reduce -12.1%	295,420	$14.7M
Fiduciary Trust Co	0.17%	Reduce -2.4%	294,858	$14.7M
Farther Finance Advisors, LLC	0.14%	Add +42.0%	290,504	$14.5M
Grove Bank & Trust	1.63%	Add +1.7%	289,606	$14.4M
Brooklyn FI, LLC	3.03%	Add +7.7%	288,920	$14.4M
Prudential Financial Inc.	0.02%	Add +21.1%	287,500	$14.3M
Concurrent Investment Advisors, LLC	0.15%	Add +31.2%	281,255	$14.0M
San Luis Wealth Advisors LLC	2.30%	Reduce -3.3%	278,096	$13.9M
Frisco Financial Planning LLC	11.39%	Add +50.2%	276,667	$13.8M
PDS Planning, Inc	0.90%	Add +5.2%	272,330	$13.6M
Altiora Financial Group, LLC	2.22%	Add +32.1%	270,029	$13.5M
&partners	0.07%	Add +3.6%	269,394	$13.4M
Level Wealth Management LLC	6.28%	Add +36.7%	268,707	$13.4M
Empower Advisory Group, LLC	0.03%	Add +14.3%	267,565	$13.3M
MidFirst Bank	1.10%	Add +33.4%	267,538	$13.3M
Stratos Wealth Partners, LTD.	0.15%	Add +1.3%	264,905	$13.2M
Lido Advisors, LLC	0.05%	Add +0.0%	264,128	$13.2M
Clearstead Advisors, LLC	0.12%	Add +11.4%	258,614	$12.9M
CoreCap Advisors, LLC	0.44%	Add +6.2%	258,450	$12.9M
Mallini Complete Financial Planning LLC	11.06%	Add +4.7%	256,806	$12.8M
Mayflower Financial Advisors, LLC	1.52%	Add +4.5%	250,237	$12.5M
Legacy Edge Advisors, LLC	1.29%	Reduce -0.8%	246,692	$12.3M
Tenret Co LLC	5.90%	Add +39.2%	244,958	$12.2M
Kestra Private Wealth Services, LLC	0.15%	Add +10.9%	243,460	$12.1M
Vanguard National Trust Co	0.76%	—	241,903	$12.1M
Florida Trust Wealth Management Co	0.34%	Add +24.5%	241,327	$12.0M
Earned Wealth Advisors, LLC	0.80%	Add +3.2%	239,612	$12.0M
Partners in Financial Planning	1.96%	Add +2.8%	236,605	$11.8M
Bank of Hawaii	0.62%	Reduce -3.6%	236,069	$11.8M
O'shaughnessy Asset Management, LLC	0.06%	Reduce -16.6%	233,246	$11.6M
Roth Financial Partners LLC	3.95%	Reduce -2.2%	232,030	$11.6M
Hanson & Doremus Investment Management	1.33%	Add +68.9%	231,247	$11.5M
Physician Wealth Solutions Inc.	4.73%	Add +4.8%	228,992	$11.4M
Rockefeller Capital Management L.P.	0.02%	Add +13.1%	222,534	$11.1M
Citigroup Inc.	0.01%	Reduce -7.8%	221,277	$11.0M
Cullen/Frost Bankers, Inc.	0.13%	Reduce -40.6%	220,932	$11.0M
Perigon Wealth Management, LLC	0.20%	Add +0.1%	220,528	$11.0M
Cardinal Point Capital Management ULC	0.67%	New	220,196	$11.0M
Private Advisor Group, LLC	0.05%	Add +6.5%	216,869	$10.8M
Cardiff Park Advisors, LLC	0.85%	Reduce -16.1%	211,848	$10.6M
Ashton Thomas Private Wealth, LLC	0.25%	Add +7.5%	210,798	$10.5M
Baron Silver Stevens Financial Advisors, LLC	1.50%	Add +5.8%	207,164	$10.3M
PFG Advisors	0.50%	Add +2.3%	206,958	$10.3M
Jacobson & Schmitt Advisors, LLC	1.87%	Add +1.9%	206,552	$10.3M
Silver Oak Advisory Group, Inc.	4.41%	Add +3.0%	204,877	$10.2M
Winthrop Advisory Group LLC	0.83%	Add +5.5%	204,654	$10.2M
Forvis Mazars Wealth Advisors, LLC	0.19%	Reduce -1.4%	199,112	$9.9M
Firestone Capital Management	2.06%	Add +2.3%	198,358	$9.9M
Spirepoint Private Client, LLC	0.94%	Add +3.3%	197,971	$9.9M
Ami Investment Management Inc.	2.21%	Reduce -1.5%	197,020	$9.8M
Ashton Thomas Securities, LLC	1.22%	Add +19.2%	194,204	$9.7M
HBK Sorce Advisory LLC	0.19%	Reduce -71.5%	188,849	$9.5M
Keebeck Wealth Management	1.06%	Reduce -6.4%	189,547	$9.5M
Joel Adams & Associates, Inc.	7.01%	Add +25.9%	189,142	$9.4M
Websterrogers Financial Advisors, LLC	2.70%	Add +8.5%	189,041	$9.4M
Keystone Global Partners, LLC	4.19%	Reduce -31.5%	187,863	$9.4M
Ieq Capital, LLC	0.04%	Add +19.1%	187,560	$9.4M
Valmark Advisers, Inc.	0.11%	Add +8.0%	186,683	$9.3M
Brandywine Oak Private Wealth LLC	0.78%	Add +0.0%	185,634	$9.3M
Verus Financial Partners, Inc.	0.83%	Add +0.7%	183,963	$9.3M
Aptus Capital Advisors, LLC	0.08%	Reduce -12.0%	184,876	$9.2M
Capstone Capital LLC	5.92%	Add +3.5%	184,133	$9.2M
Smartleaf Asset Management LLC	0.33%	Add +12.3%	184,559	$9.2M
Thrivent Financial for Lutherans	0.02%	Add +21.5%	182,597	$9.1M
Keybank National Association	0.03%	Reduce -15.9%	181,283	$9.0M
Independent Advisor Alliance	0.10%	Add +201.0%	180,533	$9.0M
RTD Financial Advisors, Inc.	1.09%	Reduce -1.9%	177,373	$8.8M
Washington Trust Advisors, Inc.	0.70%	Reduce -2.5%	174,138	$8.7M
Sage Mountain Advisors LLC	0.59%	Reduce -6.5%	170,392	$8.5M
Graves Light Lenhart Wealth, Inc.	0.88%	Add +2.0%	169,422	$8.5M
Summit Wealth Group, LLC	1.94%	Add +7.2%	169,021	$8.4M
Acumen Wealth Advisors, LLC	2.24%	Add +14.5%	167,287	$8.3M
TD Private Client Wealth LLC	0.17%	Add +0.4%	166,045	$8.3M
Capstone Financial Advisors, Inc.	0.45%	Add +1.0%	165,934	$8.3M
One Degree Advisors Inc	2.16%	Add +5.3%	165,093	$8.2M
Summit Financial, LLC	0.10%	Reduce -2.6%	163,784	$8.2M
Stewardship Advisors, LLC	1.88%	Reduce -11.2%	163,758	$8.2M
Beacon Wealthcare LLC	2.87%	Add +5.5%	163,181	$8.1M
Great Valley Advisor Group, Inc.	0.15%	Add +2.6%	162,452	$8.1M
25 LLC	2.50%	Add +12.3%	162,394	$8.1M
Cooper/Haims Advisors, LLC	3.80%	Reduce -2.8%	161,873	$8.1M
Genesis Private Wealth, LLC	2.47%	Add +6.6%	157,237	$7.8M
Hurlow Wealth Management Group, Inc.	1.82%	Add +5.2%	153,633	$7.7M
MLG Wealth Management DBA Pine Grove Financial Group	0.89%	Add +5.4%	153,144	$7.6M
Arax Advisory Partners	0.21%	Reduce -4.2%	152,253	$7.6M
Chesley Taft & Associates LLC	0.32%	Add +0.8%	151,937	$7.6M
Strategic Blueprint, LLC	0.44%	Reduce -5.5%	151,125	$7.5M
Soltis Investment Advisors LLC	0.49%	Add +4.7%	150,611	$7.5M
Capital Advisors Wealth Management, LLC	1.01%	Add +9.8%	150,291	$7.5M
Gutierrez Wealth Advisory, LLC	4.63%	Add +9.7%	149,224	$7.4M
MAI Capital Management	0.04%	Add +4.9%	149,194	$7.4M
ForthRight Wealth Management, LLC	2.11%	Add +3.5%	149,183	$7.4M
Park Avenue Securities LLC	0.06%	Reduce -0.0%	148,744	$7.4M
Mustard Seed Financial, LLC	4.42%	Add +13.8%	147,764	$7.4M
Schneider Downs Wealth Management Advisors, LP	0.81%	Reduce -1.9%	147,287	$7.3M
ONE Advisory Partners, LLC	2.26%	Add +0.3%	147,252	$7.3M
Rochester Wealth Strategies, LLC	4.45%	Add +10.1%	147,198	$7.3M
Northern Lights Advisors, Inc.	4.97%	Add +2.3%	147,051	$7.3M
Benjamin Edwards Inc.	0.07%	Add +23.4%	145,660	$7.3M
Moody National Bank Trust Division	0.69%	Add +13.8%	145,433	$7.3M
Cherry Tree Wealth Management, LLC	1.53%	Reduce -0.3%	144,914	$7.2M
Diversified Portfolios, Inc.	0.59%	Add +41.4%	143,493	$7.2M
Laurel Oak Wealth Management, LLC	1.19%	Add +10.0%	142,374	$7.1M
Integrated Advisors Network LLC	0.37%	Reduce -11.0%	141,522	$7.1M
Stembrook Asset Management, LLC	6.88%	Add +0.1%	140,786	$7.0M
Principal Securities, Inc.	0.10%	Add +6.1%	139,937	$7.0M
Zevin Asset Management LLC	0.96%	Add +8.7%	138,634	$6.9M
Schiavi & Co LLC	2.04%	Add +3.7%	137,397	$6.9M
Xena Financial Planning, LLC	7.68%	Add +0.7%	136,450	$6.8M
Visionary Wealth Advisors	0.30%	Add +16.1%	136,372	$6.8M
Unique Wealth, LLC	0.94%	Add +80.5%	136,345	$6.8M
Roberts Glore & Co. Inc.	1.85%	Reduce -4.2%	135,112	$6.7M
Vested Financial Planning, LLC	5.12%	Add +22.3%	134,624	$6.7M
Harbour Investments, Inc.	0.10%	Add +168.5%	133,002	$6.6M
Trinity Financial Advisors LLC	1.89%	Reduce -1.3%	132,773	$6.6M
Goodman Advisory Group, LLC	1.71%	Reduce -1.0%	132,371	$6.6M
McNamara Financial Services, Inc.	1.25%	Add +4.3%	132,132	$6.6M
Eagle Rock Investment Company, LLC	0.95%	Add +9.3%	131,186	$6.5M
Stephens Inc.	0.08%	Add +5.4%	130,786	$6.5M
Glenview Trust Co	0.10%	Add +60.1%	130,595	$6.5M
Dravo Bay LLC	2.63%	Add +3.1%	129,935	$6.5M
Linscomb Wealth, Inc.	0.29%	Add +86.5%	129,507	$6.5M
Brown Wealth Management, LLC	1.63%	Add +1.2%	126,867	$6.3M
Mgo One Seven LLC	0.13%	Add +14.7%	125,777	$6.3M
Alaethes Wealth, LLC	1.79%	Reduce -1.5%	124,295	$6.2M
Simon Quick Advisors, LLC	0.28%	Reduce -42.3%	121,435	$6.1M
IFP Advisors, Inc	0.12%	Add +5.9%	120,742	$6.0M
Leonard Rickey Investment Advisors P.L.L.C.	1.04%	Add +2.1%	120,502	$6.0M
Caliber Wealth Management, LLC / KS	0.63%	Reduce -7.2%	115,490	$5.8M
Crusonia Wealth Advisors LLC	1.19%	Add +33.4%	115,271	$5.8M
Stonebridge Capital Advisors LLC	0.40%	Reduce -3.6%	114,900	$5.7M
Stage Harbor Financial, LLC	3.80%	Reduce -0.5%	114,862	$5.7M
American Financial & Tax Strategies Inc.	2.76%	Reduce -0.4%	113,640	$5.7M
Capital Analysts, LLC	0.15%	Add +49.3%	113,522	$5.7M
Patriot Investment Management Group, Inc.	0.36%	Add +11.4%	112,614	$5.6M
Retirement Investment Advisors, Inc.	0.45%	No change	111,552	$5.6M
Pure Financial Advisors, LLC	0.08%	Add +86.0%	111,371	$5.6M
Ascent Group, LLC	0.19%	Reduce -8.1%	111,148	$5.5M
Cascade Financial Partners, LLC	0.56%	Reduce -1.6%	108,408	$5.4M
Vannoy Advisory Group, Inc.	3.40%	Add +3.3%	107,589	$5.4M
Envision Financial LLC	2.89%	Add +1.5%	107,564	$5.4M
Dickmeyer Boyce Financial Management, Inc.	3.14%	—	106,969	$5.3M
Edgestream Partners, L.P.	0.17%	Add +11.8%	106,921	$5.3M
K2 Financial Inc.	3.88%	Add +3.4%	105,702	$5.3M
Asset Management Group, Inc.	0.86%	Add +689.8%	106,364	$5.3M
Master's Wealth Management Inc.	1.79%	Add +30.0%	106,094	$5.3M
1900 Wealth Management LLC	0.34%	Add +3.2%	105,628	$5.3M
NewCorp Financial Services, Inc.	4.57%	Add +6.7%	105,626	$5.3M
LifePlan Investment Advisors, Inc.	2.06%	Add +14.5%	105,289	$5.3M
Financial Planning Navigators CORP	2.30%	Add +23.7%	105,069	$5.2M
Nwam LLC	0.30%	Reduce -0.9%	104,851	$5.2M
Legacy Wealth Partners, LLC	1.30%	Reduce -1.1%	104,005	$5.2M
Tilson Financial Group, Inc.	1.54%	Reduce -1.9%	103,034	$5.1M
Sanchez Levi Garrett	3.20%	—	102,404	$5.1M
DAVENPORT & Co LLC	0.03%	Add +13.8%	102,101	$5.1M
Pinnacle Associates Ltd.	0.07%	Add +3.6%	101,970	$5.1M
BNP Paribas Financial Markets	0.00%	Add +484733.3%	101,815	$5.1M
Diversify Wealth Management, LLC	0.09%	Add +49.9%	100,939	$5.1M
Pinnacle Wealth Management Advisory Group, LLC	0.34%	Add +1.9%	99,445	$5.0M
Certior Financial Group, LLC	3.14%	Add +112.6%	98,805	$4.9M
Shade Tree Advisors LLC	3.53%	Reduce -2.9%	98,735	$4.9M
Bear Mountain Capital, Inc.	1.47%	Reduce -5.3%	97,074	$4.9M
EverSource Wealth Advisors, LLC	0.15%	Reduce -4.6%	97,016	$4.8M
WealthCollab, LLC	1.98%	Add +0.4%	96,160	$4.8M
Sargent Investment Group, LLC	0.63%	Reduce -11.6%	95,998	$4.8M
TBH Global Asset Management, LLC	0.96%	Add +4.6%	95,982	$4.8M
Advisory Services Network, LLC	0.06%	Add +11.1%	95,668	$4.8M
Pinnacle Financial Partners, Inc.	0.04%	Reduce -34.6%	94,785	$4.7M
RCS Financial Planning, LLC	2.43%	Reduce -4.3%	94,040	$4.7M
Verus Wealth Management, LLC	4.33%	Reduce -12.3%	93,555	$4.7M
Avantax Planning Partners, Inc.	0.13%	Reduce -37.0%	93,553	$4.7M
TPG Financial Advisors, LLC	1.50%	Add +43.8%	92,341	$4.6M
Glassman Wealth Services	0.62%	Reduce -36.9%	91,682	$4.6M
Asio Capital, LLC	0.64%	Reduce -3.6%	91,680	$4.6M
CIBC Bancorp USA Inc.	0.01%	—	91,650	$4.6M
Element Pointe Advisors, LLC	0.86%	Reduce -1.3%	91,627	$4.6M
BCGM Wealth Management, LLC	1.15%	Add +13.9%	91,489	$4.6M
Capital Asset Advisory Services LLC	0.17%	Add +20.8%	90,351	$4.6M
Finhabits Advisors LLC	4.20%	Add +0.3%	91,233	$4.6M
Equita Financial Network, Inc.	1.43%	Add +22.3%	91,087	$4.5M
JNBA Financial Advisors	0.38%	Reduce -6.7%	90,994	$4.5M
First Affirmative Financial Network	1.76%	—	90,921	$4.5M
Baker Avenue Asset Management, LP	0.10%	Add +5.3%	90,867	$4.5M
Values Added Financial LLC	1.90%	Add +38.2%	90,715	$4.5M
Spire Wealth Management	0.15%	Add +20.2%	90,433	$4.5M
BTG Pactual Asset Management US LLC	0.45%	Reduce -4.5%	90,255	$4.5M
Exencial Wealth Advisors, LLC	0.14%	Add +3.1%	90,075	$4.5M
Elser Financial Planning, Inc	0.22%	Add +26.5%	89,699	$4.5M
Diversified Enterprises, LLC	0.24%	Add +0.3%	88,884	$4.4M
World Investment Advisors	0.07%	Add +9.2%	88,862	$4.4M
OLIO Financial Planning	1.23%	Add +4.2%	88,724	$4.4M
TD Capital Management LLC	0.40%	Reduce -1.4%	88,654	$4.4M
First American Trust, FSB	0.29%	Add +4.0%	87,000	$4.3M
Meridian Wealth Management, LLC	0.15%	Add +2.3%	86,670	$4.3M
RFG Advisory, LLC	0.08%	Add +48.9%	86,231	$4.3M
Allodium Investment Consultants, LLC	2.06%	Add +9.7%	86,063	$4.3M
Focus Partners Advisor Solutions, LLC	0.04%	Add +118.9%	85,761	$4.3M
Wrenne Financial Planning LLC	1.65%	Reduce -0.1%	84,455	$4.2M
Aspire Private Capital, LLC	0.94%	Reduce -2.9%	83,567	$4.2M
Grand Wealth Management, LLC	1.96%	Reduce -2.9%	83,493	$4.2M
Kelman-Lazarov, Inc.	0.60%	Add +3.8%	83,338	$4.2M
Janney Montgomery Scott LLC	0.01%	Add +53.9%	83,296	$4.2M
Watershed Private Wealth LLC	1.29%	Reduce -5.0%	82,875	$4.1M
Vicus Capital	0.30%	Add +1.2%	82,697	$4.1M
Financial Life Advisors	1.27%	Add +2.8%	82,017	$4.1M
American Investment Services, Inc.	0.91%	Reduce -1.3%	81,673	$4.1M
Engineers Gate Manager LP	0.05%	New	81,601	$4.1M
Hassell Wealth Management, LLC	1.35%	Add +0.1%	80,866	$4.0M
Cambridge Associates LLC /Ma/	0.06%	Add +1.9%	80,730	$4.0M
Savvy Advisors, Inc.	0.11%	Add +20.4%	80,123	$4.0M
Modern Wealth Management, LLC	0.07%	Add +11.8%	79,953	$4.0M
Creative Financial Designs Inc.	0.24%	Add +16.2%	79,985	$4.0M
Compass Advisory Group LLC	1.05%	Reduce -2.3%	78,912	$3.9M
Insight Wealth Strategies, LLC	0.44%	Add +9.2%	78,399	$3.9M
Penney Financial, LLC	1.49%	Add +6.8%	78,066	$3.9M
Sterling Financial Planning, Inc.	1.15%	Add +4.5%	77,439	$3.9M
McAdam, LLC	0.17%	Reduce -3.0%	77,130	$3.8M
Bessemer Group Inc.	0.01%	Reduce -4.5%	77,113	$3.8M
Valeo Financial Advisors, LLC	0.09%	Add +7.1%	76,444	$3.8M
L.K. Benson & Company, P.C.	1.25%	Reduce -2.9%	75,951	$3.8M
Invst, LLC	0.43%	Reduce -24.9%	75,805	$3.8M
Mason & Associates, LLC	0.86%	Add +8.6%	75,648	$3.8M
Financial Guidance Group, Inc.	1.51%	Reduce -0.2%	75,446	$3.8M
Wealthcare Advisory Partners LLC	0.07%	Reduce -9.9%	75,100	$3.7M
Simplicity Wealth,LLC	0.21%	Add +26.8%	75,049	$3.7M
UMB Bank, n.a.	0.05%	Reduce -14.9%	74,929	$3.7M
Wealth Alliance, LLC	0.37%	Add +2.2%	74,919	$3.7M
Blair William & Co.	0.01%	Reduce -9.3%	74,042	$3.7M
Chicago Partners Investment Group LLC	0.08%	Add +9.6%	72,941	$3.7M
FourThought Financial Partners, LLC	0.32%	Add +12.3%	73,330	$3.7M
Burney Co./	0.11%	Add +20.5%	72,944	$3.6M
Capital Investment Services of America, Inc.	0.38%	Reduce -7.6%	72,725	$3.6M
Eaton Financial Holdings Company, LLC	1.19%	Reduce -9.9%	72,710	$3.6M
High Probability Advisors, LLC	0.46%	Reduce -7.0%	72,251	$3.6M
Traction Financial Partners, LLC	2.20%	Reduce -9.8%	71,472	$3.6M
Fulton Bank, N.A.	0.13%	Add +14.3%	71,349	$3.6M
Stokes Family Office, LLC	0.36%	Reduce -35.0%	70,792	$3.5M
Fisher Asset Management	0.00%	Add +27.5%	70,545	$3.5M
Dakota Wealth Management	0.08%	Add +1.4%	69,999	$3.5M
Main Street Financial Solutions, LLC	0.25%	Add +21.1%	69,891	$3.5M
Cresset Asset Management, LLC	0.01%	Add +25.3%	69,278	$3.5M
UNIVEST FINANCIAL Corp	0.19%	Reduce -19.1%	68,839	$3.4M
Rockbridge Investment Management, LCC	0.31%	Add +0.0%	68,612	$3.4M
SigFig Wealth Management, LLC	0.10%	Add +23.6%	68,472	$3.4M
Opes Wealth Management LLC	0.58%	Add +12.1%	68,457	$3.4M
William Mack & Associates, Inc.	1.93%	Reduce -1.9%	67,796	$3.4M
Kingsview Wealth Management, LLC	0.05%	Add +11.4%	67,634	$3.4M
TAGStone Capital, Inc.	1.19%	Reduce -14.8%	67,631	$3.4M
Elmwood Wealth Management, Inc.	0.93%	Add +2.6%	67,092	$3.3M
Cornerstone Wealth Management, LLC	0.17%	Add +1.7%	67,066	$3.3M
Laird Norton Wetherby Trust Company, LLC	0.07%	Reduce -5.8%	67,057	$3.3M
Rede Wealth, LLC	1.20%	Reduce -0.6%	66,928	$3.3M
Motive Wealth Advisors	1.57%	Add +2.0%	66,840	$3.3M
Christine Messmer PC	2.13%	Reduce -2.1%	66,836	$3.3M
Catalyst Financial Partners LLC	0.39%	Add +1.0%	66,795	$3.3M
Sellwood Investment Partners LLC	1.31%	Add +0.6%	66,717	$3.3M
Tortoise Investment Management, LLC	0.27%	Reduce -0.6%	66,579	$3.3M
Joel Isaacson & Co., LLC	0.11%	Reduce -0.1%	66,436	$3.3M
United Capital Financial Advisors, LLC	0.02%	Add +6.3%	66,239	$3.3M
Schmidt P J Investment Management Inc.	0.55%	Reduce -0.7%	65,530	$3.3M
LPWM LLC	0.82%	Reduce -2.1%	65,483	$3.3M
1834 Investment Advisors Co.	0.40%	Add +96.7%	64,993	$3.2M
Cornerstone Advisors Asset Management, LLC	0.50%	Add +0.1%	64,949	$3.2M
Mitchell McLeod Pugh & Williams Inc.	0.48%	Add +4.8%	64,823	$3.2M
Blume Capital Management, Inc.	0.55%	No change	64,600	$3.2M
Mb, Levis & Associates, LLC	1.33%	Add +0.2%	64,104	$3.2M
Strathmore Capital Advisors, Inc.	0.90%	Add +13.8%	63,327	$3.2M
TRB Wealth Management, LLC	0.45%	—	63,938	$3.2M
Moneywise, Inc.	1.39%	Reduce -13.0%	63,902	$3.2M
Sincerus Advisory, LLC	2.40%	Add +8.2%	63,574	$3.2M
Hancock Whitney Corp.	0.06%	Reduce -0.1%	62,913	$3.2M
Shared Vision Wealth Group LLC	1.29%	Reduce -0.2%	63,402	$3.2M
Cary Street Partners Financial LLC	0.08%	Add +2.2%	62,395	$3.1M
Eaton-Cambridge Inc.	0.97%	Add +25.5%	62,311	$3.1M
C M Bidwell & Associates Ltd.	1.45%	Add +14.1%	62,306	$3.1M
Brewster Financial Planning LLC	1.88%	Add +11.3%	62,210	$3.1M
Quantinno Capital Management LP	0.01%	Add +60.9%	62,204	$3.1M
Bailard, Inc.	0.07%	Reduce -8.1%	61,856	$3.1M
SageView Advisory Group, LLC	0.11%	Reduce -77.2%	61,396	$3.1M
Planwiser Financial, LLC	2.20%	Add +0.5%	60,578	$3.0M
VSM Wealth Advisory, LLC	0.90%	Add +8.0%	60,586	$3.0M
RiverGlades Family Offices LLC	1.77%	—	60,464	$3.0M
Csenge Advisory Group	0.14%	Add +10.0%	60,069	$3.0M
Conquis Financial LLC	2.48%	Add +4.9%	59,309	$3.0M
McNaughton Wealth Management, LLC	1.23%	Add +0.1%	59,678	$3.0M
Trust Co	0.28%	Add +0.3%	59,606	$3.0M
Steph & Co.	0.85%	Reduce -12.6%	59,500	$3.0M
Fidelis Capital Partners, LLC	0.21%	No change	58,482	$2.9M
Newman Dignan & Sheerar, Inc.	0.61%	Add +0.9%	58,444	$2.9M
Cannon Financial Strategists, Inc.	0.38%	Add +10.4%	58,297	$2.9M
Robertson Stephens Wealth Management, LLC	0.08%	Add +11.7%	57,901	$2.9M
St Germain D J Co. Inc.	0.11%	Add +7.2%	57,842	$2.9M
Sonata Capital Group Inc.	1.06%	Add +6.2%	57,680	$2.9M
IHT Wealth Management, LLC	0.07%	Add +0.2%	57,311	$2.9M
Steele Capital Management, Inc.	0.12%	Add +1.5%	57,116	$2.8M
Great Waters Wealth Management	0.30%	Add +2.5%	57,099	$2.8M
Galvin, Gaustad & Stein, LLC	0.23%	Reduce -9.7%	56,463	$2.8M
Daymark Wealth Partners, LLC	0.09%	Add +22.9%	55,705	$2.8M
Howe & Rusling Inc.	0.18%	Add +162.4%	55,621	$2.8M
Dorsey & Whitney Trust CO LLC	0.15%	Reduce -23.1%	55,575	$2.8M
Moneta Group Investment Advisors LLC	0.02%	Add +4.5%	55,254	$2.8M
Advyzon Investment Management, LLC	0.25%	Reduce -13.2%	55,142	$2.8M
Midwestern Financial, LLC	2.16%	Add +23.1%	55,048	$2.7M
Kuhn & Co Investment Counsel	1.76%	Add +17.2%	54,789	$2.7M
Financial Plan, Inc.	0.29%	Add +2.9%	54,778	$2.7M
VestGen Advisors, LLC	0.08%	Reduce -0.7%	54,127	$2.7M
Archer Investment Management, LLC	1.14%	Add +541.2%	54,302	$2.7M
HighPoint Advisor Group LLC	0.11%	Add +0.8%	54,008	$2.7M
Eclectic Associates Inc.	0.36%	Reduce -0.0%	53,972	$2.7M
Paragon Capital Management Ltd	0.56%	Add +0.3%	53,535	$2.7M
Claro Advisors Inc.	0.32%	Add +2.0%	53,099	$2.6M
Chatham Capital Group, Inc.	0.38%	No change	53,065	$2.6M
United Advisor Group, LLC	0.33%	Add +25.6%	52,724	$2.6M
Financial Strategies Group, Inc.	0.44%	Add +9.7%	52,082	$2.6M
Acima Private Wealth, LLC	0.82%	Add +1.9%	52,448	$2.6M
GW&K Investment Management, LLC	0.02%	Add +15.4%	52,266	$2.6M
Laurel Wealth Advisors LLC	0.26%	Add +11.9%	51,854	$2.6M
CGN Advisors LLC	0.21%	Reduce -3.9%	52,151	$2.6M
Rockwood Wealth Management, LLC	0.18%	Reduce -5.4%	51,641	$2.6M
Steelhead Wealth Management LLC	1.30%	—	51,540	$2.6M
TPG Advisors LLC	1.60%	Add +5.6%	51,388	$2.6M
FDx Advisors, Inc.	0.81%	Reduce -4.7%	51,071	$2.5M
Proffitt & Goodson Inc.	0.39%	Add +44.2%	50,480	$2.5M
Theory Financial LLC	0.88%	No change	50,438	$2.5M
O'ROURKE & COMPANY, Inc	0.99%	Reduce -0.7%	50,253	$2.5M
Atria Investments, Inc	0.03%	Reduce -34.0%	50,152	$2.5M
May Hill Capital, LLC	0.63%	Add +4.3%	50,038	$2.5M
Dynamic Advisor Solutions LLC	0.08%	Add +1.4%	49,601	$2.5M
SlateStone Wealth, LLC	0.20%	Add +0.1%	49,482	$2.5M
Atlantic Union Bankshares Corp	0.05%	Reduce -0.2%	48,856	$2.4M
Act Wealth Management, LLC	0.82%	Add +10.7%	48,788	$2.4M
Detalus Advisors, LLC	0.55%	Reduce -0.6%	48,628	$2.4M
Sunesis Advisors, LLC	1.10%	Reduce -3.7%	48,599	$2.4M
Stevens Capital Partners	0.58%	Add +42.3%	48,547	$2.4M
Vermillion Wealth Management, Inc.	0.96%	Add +15.3%	48,533	$2.4M
Naples Global Advisors, LLC	0.18%	Add +3.9%	48,129	$2.4M
Wheelhouse Advisory Group LLC	0.79%	Add +27.3%	47,730	$2.4M
Willis Johnson & Associates, Inc.	0.14%	Reduce -2.9%	47,729	$2.4M
SteelPeak Wealth, LLC	0.07%	Reduce -1.3%	47,246	$2.4M
Midwest Trust Co	0.03%	Add +4.7%	47,003	$2.3M
Rainey & Randall Wealth Advisors Inc.	0.38%	Add +41.6%	46,827	$2.3M
Cahill Financial Advisors Inc.	0.25%	Add +25.9%	46,795	$2.3M
Spartan Wealth Advisory Services LLC	0.20%	—	46,741	$2.3M
Precedent Wealth Partners, LLC	0.46%	Add +4.9%	46,481	$2.3M
High Net Worth Advisory Group LLC	0.54%	Add +9.3%	46,272	$2.3M
Enclave Advisors LLC	0.33%	Add +3.1%	45,905	$2.3M
Truepoint, Inc.	0.05%	No change	45,804	$2.3M
Mattern Capital Management, LLC	0.27%	Add +4.3%	45,720	$2.3M
Prairieview Wealth Partners, LLC	1.86%	Add +14.1%	45,543	$2.3M
Alesco Advisors, LLC, An ESL Co	0.06%	Reduce -8.6%	45,530	$2.3M
Ameritas Advisory Services, LLC	0.09%	Add +20.5%	45,458	$2.3M
Black Diamond Financial, LLC	0.25%	Reduce -1.9%	45,404	$2.3M
Premier Path Wealth Partners, LLC	0.29%	Reduce -12.5%	45,266	$2.3M
Mullooly Asset Management, Inc.	0.83%	Add +0.0%	45,199	$2.3M
Grey Fox Wealth Advisors, LLC	0.43%	Add +1.5%	44,774	$2.2M
Snider Financial Group	0.67%	Add +11.9%	44,668	$2.2M
Glassy Mountain Advisors, Inc.	0.69%	Add +5.4%	44,439	$2.2M
Rainier Family Wealth Inc.	1.49%	Add +13.5%	44,382	$2.2M
Private Client Services, LLC	0.66%	Add +6.8%	44,356	$2.2M
Prestige Wealth Management Group LLC	0.43%	Reduce -15.9%	44,216	$2.2M
Coastline Trust Co	0.22%	Reduce -65.0%	44,147	$2.2M
Plum Street Advisors, LLC	0.76%	Add +1.8%	43,957	$2.2M
Leeward Financial Partners, LLC	0.65%	Add +2.0%	43,683	$2.2M
Ritter Daniher Financial Advisory LLC / DE	0.37%	No change	43,599	$2.2M
Culbertson A N & Co. Inc.	0.28%	Add +12.4%	42,940	$2.1M
Wedbush Securities Inc.	0.06%	Add +28.4%	42,727	$2.1M
Brighton Jones LLC	0.05%	New	42,593	$2.1M
Manuka Financial, LLC	1.30%	No change	42,299	$2.1M
Collective Family Office LLC	0.47%	No change	42,282	$2.1M
Sage Rhino Capital LLC	0.39%	Add +9.1%	42,257	$2.1M
Vestmark Advisory Solutions, Inc.	0.02%	Reduce -11.1%	42,236	$2.1M
Apollon Wealth Management, LLC	0.03%	Reduce -31.3%	41,999	$2.1M
Arkadios Wealth Advisors	0.03%	Add +89.2%	41,998	$2.1M
Phillips Financial Management, LLC	0.15%	Reduce -5.7%	41,985	$2.1M
Golden Bell Financial Planning LLC	1.66%	Reduce -1.7%	41,680	$2.1M
HUB Investment Partners, LLC	0.05%	Reduce -1.9%	41,445	$2.1M
Surience Private Wealth LLC	2.21%	Add +629.8%	41,204	$2.1M
Meridian Wealth Partners, LLC	0.28%	No change	41,165	$2.1M
Argos Wealth Advisors, LLC	0.59%	Reduce -4.8%	40,908	$2.0M
Cyndeo Wealth Partners, LLC	0.11%	New	40,837	$2.0M
Apeiron RIA LLC	0.47%	Add +1.5%	40,701	$2.0M
Glen Eagle Advisors, LLC	0.28%	Reduce -0.3%	40,142	$2.0M
Commerce Bank	0.01%	Reduce -18.1%	39,831	$2.0M
SP Asset Management LLC	0.17%	Reduce -28.1%	39,720	$2.0M
Forum Private Client Group LLC	0.66%	Add +13.7%	39,713	$2.0M
Centerline Wealth Advisors, LLC	0.71%	New	39,479	$2.0M
S.A. Mason LLC	0.74%	Add +191.8%	39,330	$2.0M
Sepio Capital, LP	0.11%	Reduce -14.5%	39,070	$1.9M
Miller Capital Partners, Inc.	0.94%	Add +0.8%	38,935	$1.9M
Mill Capital Management, LLC	0.15%	Add +50.5%	38,477	$1.9M
Xcelsior Advisor Partners LLC	0.73%	Add +8.9%	38,374	$1.9M
Zhang Financial LLC	0.07%	Add +18.0%	38,373	$1.9M
First Heartland Consultants, Inc.	0.15%	Add +134.9%	38,368	$1.9M
Cary Street Partners Investment Advisory LLC	0.49%	Add +23.5%	38,282	$1.9M
Align Financial, LLC	1.08%	Reduce -98.0%	38,200	$1.9M
Red Tortoise LLC	0.79%	Reduce -2.9%	37,874	$1.9M
Argent Trust Co	0.06%	Add +113.0%	37,871	$1.9M
Compass Financial Group, INC	0.26%	Add +5.3%	37,562	$1.9M
DeLarme Wealth Management, Inc.	1.21%	Add +14.7%	37,507	$1.9M
TSG Advice Partners, LLC	0.28%	Add +0.3%	37,372	$1.9M
Bartlett & Co. Wealth Management LLC	0.02%	Add +0.3%	37,123	$1.9M
Integrity Wealth Solutions LLC	0.73%	Add +2.0%	37,126	$1.9M
McIlrath & Eck, LLC	0.14%	Add +5.2%	37,098	$1.9M
Private Trust Co. NA	0.17%	Add +0.7%	37,013	$1.8M
SwitchPoint Financial Planning, LLC	1.25%	Add +0.6%	36,900	$1.8M
GEN Financial Management, INC.	1.13%	Reduce -10.3%	36,619	$1.8M
Silverlake Wealth Management LLC	0.38%	Reduce -5.5%	36,560	$1.8M
Allen Capital Group, LLC	0.16%	Add +18.8%	36,556	$1.8M
Busey Bank	0.05%	Add +4.2%	36,496	$1.8M
Ssa Swiss Advisors AG	0.84%	Add +7.6%	36,472	$1.8M
Perryman Financial Advisory Inc.	0.27%	Add +8.9%	36,336	$1.8M
Twele Capital Management, Inc.	0.32%	Add +2.5%	36,266	$1.8M
Jane Street Group, LLC	0.00%	Reduce -97.8%	36,017	$1.8M
GSG Advisors LLC	0.46%	Add +0.4%	35,872	$1.8M
Navalign, LLC	0.45%	Add +3.6%	35,720	$1.8M
Note Advisors, LLC	0.89%	Reduce -1.2%	35,494	$1.8M
Kings Path Partners LLC	0.60%	Add +1.8%	35,203	$1.8M
Financial Architects, LLC	0.93%	Add +11.0%	35,160	$1.8M
First National Bank of Omaha	0.05%	No change	35,211	$1.8M
Highline Wealth Partners LLC	0.45%	Reduce -3.8%	35,086	$1.8M
Evansbrook LLC	1.16%	Reduce -1.1%	34,960	$1.7M
Meredith Wealth Planning	0.47%	Add +3.4%	34,948	$1.7M
Pacific Point Advisors, LLC	0.91%	Reduce -31.6%	34,678	$1.7M
HB Wealth Management, LLC	0.01%	Add +15.2%	34,631	$1.7M
Mutual Advisors, LLC	0.04%	Add +6.0%	34,462	$1.7M
Insigneo Advisory Services, LLC	0.12%	Reduce -7.5%	34,432	$1.7M
Relyea Zuckerberg Hanson LLC	0.17%	Add +21.7%	34,406	$1.7M
Envestnet Portfolio Solutions, Inc.	0.01%	Reduce -94.6%	34,257	$1.7M
Wealthspire Retirement, LLC	0.10%	Add +39.9%	34,090	$1.7M
Armstrong Advisory Group, Inc.	0.11%	Add +1.1%	33,915	$1.7M
Journey Strategic Wealth LLC	0.04%	Add +52.1%	33,708	$1.7M
Rothschild Wealth LLC	0.15%	Add +566.4%	33,304	$1.7M
Sfmg, LLC	0.11%	Reduce -14.8%	33,282	$1.7M
Regal Investment Advisors LLC	0.10%	Reduce -7.3%	33,236	$1.7M
Continuum Advisory, LLC	0.16%	Add +39.9%	32,872	$1.6M
OpenArc Corporate Advisory, LLC	0.02%	Add +704.5%	32,533	$1.6M
Beaumont Financial Advisors, LLC	0.11%	Reduce -10.3%	32,519	$1.6M
TSA Wealth Managment LLC	0.52%	Add +0.3%	32,455	$1.6M
Rialto Wealth Management, LLC	0.36%	Add +1.4%	32,305	$1.6M
Disciplined Investments, LLC	0.57%	Add +19.5%	32,023	$1.6M
FC Advisory LLC	0.46%	Add +3.9%	31,810	$1.6M
Everhart Financial Group, Inc.	0.14%	Reduce -0.9%	31,789	$1.6M
Epiq Partners, LLC	0.76%	New	31,709	$1.6M
Family Manage LLC	0.19%	Add +112.9%	31,640	$1.6M
Centaurus Financial, Inc.	0.07%	New	31,554	$1.6M
Hudson Oak Wealth Advisory LLC	1.35%	Reduce -0.1%	31,070	$1.6M
McGlone Suttner Wealth Management, Inc.	0.21%	Add +12.1%	31,060	$1.5M
Curtis Wealth Management LLC	1.45%	Reduce -0.3%	31,013	$1.5M
Lincoln Capital Corp.	0.57%	Add +2.4%	30,968	$1.5M
Bernicke Wealth Management, Ltd.	0.20%	Add +0.6%	30,868	$1.5M
Hexagon Capital Partners LLC	0.22%	Add +13.6%	30,639	$1.5M
Stone Summit Wealth LLC	0.42%	Add +3.7%	30,517	$1.5M
D. E. Shaw & Co.	0.00%	New	30,492	$1.5M
Evolution Wealth Advisors, LLC	0.15%	Reduce -7.8%	30,273	$1.5M
Brucke Financial, Inc.	0.76%	Add +9.5%	30,209	$1.5M
Bluestem Financial Advisors, LLC	0.58%	New	30,112	$1.5M
Elevation Point Wealth Partners, LLC	0.04%	Reduce -17.4%	29,841	$1.5M
Fiduciary Alliance LLC	0.09%	New	29,584	$1.5M
Prospect Financial Group LLC	1.37%	Add +23.2%	29,667	$1.5M
Strategic Financial Services, Inc.	0.07%	No change	29,650	$1.5M
Oak Wealth Advisors LLC	0.81%	Reduce -4.5%	29,649	$1.5M
Integrated Wealthcare, LLC	1.23%	Add +0.1%	29,573	$1.5M
LJI Wealth Management, LLC	0.24%	Reduce -33.6%	29,473	$1.5M
Bank of Montreal	0.00%	Add +987.4%	29,436	$1.5M
Cornerstone Financial Management LLC	1.34%	Reduce -3.9%	29,384	$1.5M
Rare Wolf Capital LLC	0.95%	No change	29,314	$1.5M
Glass Jacobson Investment Advisors llc	0.50%	Reduce -0.9%	29,182	$1.5M
Greenspring Advisors, LLC	0.09%	Add +42.2%	29,150	$1.5M
Ascentis Independent Advisors	0.11%	Add +37.3%	28,769	$1.4M
Avid Wealth Partners LLC	0.68%	Add +2.1%	28,753	$1.4M
Intergy Private Wealth, LLC	0.42%	Add +1.1%	28,722	$1.4M
Heritage Wealth Management, Inc.	0.80%	New	28,697	$1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.08%	Reduce -32.5%	28,682	$1.4M
Bernardo Wealth Planning LLC	0.28%	Reduce -3.1%	28,522	$1.4M
Shakespeare Wealth Management, LLC	0.34%	Reduce -15.0%	28,519	$1.4M
Columbus Macro, LLC	0.15%	Reduce -2.0%	28,508	$1.4M
TCI Wealth Advisors, Inc.	0.08%	Add +0.1%	28,458	$1.4M
Burling Wealth Partners, LLC	0.23%	Add +61.6%	28,394	$1.4M
SmartHarvest Portfolios, LLC	0.59%	Add +4.0%	28,386	$1.4M
Hanover Advisors Inc.	0.57%	Reduce -1.7%	28,186	$1.4M
Centurion Wealth Management LLC	0.31%	Reduce -5.8%	27,956	$1.4M
LVW Advisors, LLC	0.14%	Add +3.7%	27,908	$1.4M
Cyr Financial Inc.	0.82%	Add +26.1%	27,883	$1.4M
Tenzing Financial LLC	1.04%	Add +1.9%	27,619	$1.4M
Legacy Advisors, LLC	0.16%	Add +12.0%	27,718	$1.4M
Breakwater Investment Management	0.51%	Add +21.8%	27,617	$1.4M
Alhambra Investment Management LLC	0.64%	Add +2.7%	27,581	$1.4M
Fort Washington Investment Advisors Inc.	0.01%	Add +7.0%	27,555	$1.4M
Presilium Private Wealth, LLC	0.24%	Add +7.7%	27,541	$1.4M
Freestone Capital Holdings, LLC	0.04%	Reduce -11.6%	27,497	$1.4M
Lansing Street Advisors	0.35%	Add +0.0%	27,457	$1.4M
Koshinski Asset Management, Inc.	0.09%	Add +37.6%	27,382	$1.4M
Clearview Wealth Management LLC	0.97%	—	27,357	$1.4M
Coquina Private Wealth LLC	1.09%	Reduce -0.7%	27,124	$1.4M
LCW Services, LLC	0.67%	Reduce -8.9%	27,105	$1.4M
Karpus Management, Inc.	0.04%	Reduce -20.3%	27,022	$1.3M
Tudor Investment Corporation	0.01%	Add +48.6%	26,854	$1.3M
NorthCrest Asset Manangement, LLC	0.04%	Reduce -36.8%	26,781	$1.3M
Cranbrook Wealth Management, LLC	0.27%	Add +30.4%	26,760	$1.3M
Access Financial Services, Inc.	0.47%	Add +15.8%	26,740	$1.3M
Hoxton Planning & Management, LLC	0.40%	Add +9.0%	26,724	$1.3M
River's Edge Wealth Management, LLC	1.24%	Reduce -6.5%	26,280	$1.3M
5T Wealth, LLC	0.52%	Add +8.1%	26,577	$1.3M
Asset Allocation Strategies LLC	0.24%	New	26,574	$1.3M
Sigma Planning Corp	0.04%	Add +2.7%	26,569	$1.3M
Boyd Wealth Management, LLC	0.56%	No change	26,323	$1.3M
Bryn Mawr Trust Advisors, LLC	0.06%	Reduce -34.6%	26,306	$1.3M
Horizon Investments, LLC	0.01%	Add +165.3%	26,418	$1.3M
Petra Financial Advisors Inc.	0.81%	Reduce -29.4%	26,249	$1.3M
First Pacific Financial	0.17%	Reduce -6.0%	26,199	$1.3M
Per Stirling Capital Management, LLC.	0.14%	Reduce -64.1%	26,197	$1.3M
Compass Ion Advisors, LLC	0.12%	Add +62.4%	25,934	$1.3M
HHM Wealth Advisors, LLC	0.15%	Add +7.4%	25,883	$1.3M
Agate Pass Investment Management, LLC	0.50%	Add +97.3%	25,798	$1.3M
Eagle Global Advisors LLC	0.05%	No change	25,550	$1.3M
Aviance Capital Partners, LLC	0.15%	Add +1.6%	25,371	$1.3M
NewEdge Wealth, LLC	0.01%	Add +4.0%	25,162	$1.3M
Alliance Wealth Advisors, LLC	0.59%	No change	25,000	$1.2M
Harbour Investment Management LLC	0.68%	No change	24,945	$1.2M
Center for Financial Planning, Inc.	0.13%	Add +2.3%	24,849	$1.2M
WealthShield Partners, LLC	0.14%	Add +6.1%	24,847	$1.2M
Encompass Wealth Advisors, LLC	0.43%	Add +4.2%	24,820	$1.2M
James Investment Research, Inc.	0.14%	Add +0.8%	24,791	$1.2M
Souders Financial Advisors	0.14%	Add +8.9%	24,528	$1.2M
Signature Estate & Investment Advisors LLC	0.02%	Add +56.0%	24,418	$1.2M
W Advisors, LLC	0.62%	Reduce -0.1%	24,346	$1.2M
BLB&B Advisors, LLC	0.05%	No change	24,130	$1.2M
White Lighthouse Investment Management Inc.	0.17%	Reduce -0.8%	24,058	$1.2M
Veracity Capital LLC	0.43%	No change	24,020	$1.2M
Trilogy Capital Inc.	0.05%	Add +2.8%	24,000	$1.2M
Life Planning Partners, Inc	0.91%	Reduce -0.4%	23,968	$1.2M
AQR Capital Management	0.00%	No change	23,951	$1.2M
Revisor Wealth Management LLC	0.33%	Reduce -12.1%	23,946	$1.2M
Amicus Financial Advisors, LLC	0.33%	Add +4.3%	23,915	$1.2M
Pinnacle Bancorp, Inc.	0.35%	Reduce -0.3%	23,807	$1.2M
Bouchey Financial Group, Ltd.	0.09%	Add +10.7%	23,552	$1.2M
Lakewood Asset Management LLC	0.75%	Reduce -6.6%	23,644	$1.2M
Ogorek Anthony Joseph /NY/	0.32%	Add +0.5%	23,613	$1.2M
Prospera Financial Services Inc	0.02%	Add +8.4%	23,545	$1.2M
Canopy Partners, LLC	0.40%	Reduce -1.8%	23,472	$1.2M
Breakwater Capital Group	0.16%	Add +0.3%	23,438	$1.2M
Capital Group Private Client Services, Inc.	0.02%	Add +42.5%	23,402	$1.2M
Prospera Capital Management, LLC	0.58%	No change	23,348	$1.2M
Wealth Alliance Advisory Group, LLC	0.18%	No change	23,282	$1.2M
TriaGen Wealth Management LLC	0.31%	No change	23,096	$1.2M
Cascade Wealth Advisors, Inc	0.50%	Add +59.4%	22,866	$1.1M
Perennial Advisors, LLC	0.20%	Add +1.6%	22,998	$1.1M
U.S. Capital Wealth Advisors, LLC	0.03%	Add +13.5%	22,910	$1.1M
Valley Forge Investment Consultants Inc. Adv	0.34%	Add +0.3%	22,859	$1.1M
Seeds Investor LLC	0.15%	Reduce -32.7%	22,603	$1.1M
Integrity Investment Advisors, LLC	0.62%	Reduce -0.8%	22,797	$1.1M
Park Place Capital Corp	0.23%	Reduce -4.4%	22,582	$1.1M
CFO4Life Group, LLC	0.17%	Add +0.0%	22,568	$1.1M
XTX Topco Ltd	0.02%	Add +88.2%	22,551	$1.1M
Eldridge Investment Advisors, Inc.	0.25%	Add +20.7%	22,534	$1.1M
Scott Capital Advisors, LLC	0.23%	Add +4.0%	22,311	$1.1M
Root Financial Partners, LLC	0.05%	Add +3.4%	22,354	$1.1M
WBH Advisory Inc.	0.08%	Reduce -43.4%	22,345	$1.1M
Fairview Capital Investment Management, LLC	0.06%	Reduce -9.8%	22,050	$1.1M
Rossby Financial, LCC	0.23%	Add +2521.7%	21,970	$1.1M
BlackRock, Inc.	0.00%	Reduce -98.6%	21,927	$1.1M
Flputnam Investment Management Co.	0.02%	Reduce -18.0%	21,876	$1.1M
Aletheian Wealth Advisors LLC	0.53%	—	21,809	$1.1M
Tenon Financial LLC	0.43%	No change	21,763	$1.1M
Norden Group LLC	0.10%	Reduce -2.0%	21,715	$1.1M
LifeGoal Investments, LLC	0.62%	Reduce -0.5%	21,702	$1.1M
Daybright Advisory Services, Inc.	0.30%	Add +0.6%	21,582	$1.1M
CreativeOne Wealth, LLC	0.02%	Reduce -15.3%	21,447	$1.1M
Farrell Financial LLC	0.64%	Reduce -4.7%	21,326	$1.1M
Heritage Family Offices, LLP	0.47%	New	21,151	$1.1M
Cutler Investment Counsel LLC	0.11%	Reduce -7.8%	21,144	$1.1M
Legacy Financial Advisors, Inc.	0.15%	Reduce -14.8%	20,943	$1.0M
Fiduciary Wealth Partners, LLC	0.68%	Reduce -73.5%	20,850	$1.0M
Human Investing LLC	0.15%	Add +4.5%	20,780	$1.0M
KRM Wealth Management L.L.C.	0.54%	Add +1.2%	20,754	$1.0M
Leo Wealth, LLC	0.07%	Reduce -7.6%	20,563	$1.0M
Accredited Investor Services, LLC	0.66%	Reduce -0.5%	20,545	$1.0M
Cypress Wealth Services, LLC	0.14%	Reduce -0.1%	20,542	$1.0M
Boxwood Ventures, Inc.	1.08%	No change	20,380	$1.0M
Opal Wealth Advisors, LLC	0.23%	Reduce -58.0%	20,374	$1.0M
Columbia Bank	0.29%	No change	20,330	$1.0M
Carter Financial Group, INC.	0.63%	Reduce -1.3%	20,316	$1.0M
KMT Wealth Management, LLC	0.55%	New	20,300	$1.0M
Carter Financial, LLC	0.88%	Reduce -3.4%	20,273	$1.0M
GC Wealth Management RIA, LLC	0.04%	Add +87.9%	20,102	$1.0M
ABLE Financial Group, LLC	0.20%	Reduce -5.4%	20,101	$1.0M
Revolve Wealth Partners, LLC	0.13%	Reduce -22.4%	20,085	$1.0M
Evergreen Advisors, LLC	0.23%	New	20,050	$1.0M
Wolff Financial Management LLC	0.22%	Add +0.3%	20,050	$1.0M
Flagship Harbor Advisors, LLC	0.04%	Add +96.5%	19,977	$997K
Navigate Wealth Management, LLC	0.70%	—	19,775	$996K
Schwallier Wealth Management LLC	0.72%	Add +15.1%	19,864	$991K
Checchi Capital Advisers, LLC	0.07%	No change	19,860	$991K
Dimension Capital Management LLC	0.14%	New	19,840	$990K
ARS Wealth Advisors Group, LLC	0.08%	No change	19,711	$983K
Orion Porfolio Solutions, LLC	0.01%	Reduce -85.3%	19,670	$981K
Peak Retirement Planning, Inc.	0.20%	Add +68.6%	19,604	$978K
Journey Beyond Wealth, LLC	0.84%	Reduce -0.8%	19,569	$976K
Evolution Advisers, Inc.	0.41%	Add +13.2%	19,577	$976K
Taylor Hoffman Capital Management LLC	0.30%	Add +1.9%	19,530	$974K
Hilltop Partners LLC	0.25%	Reduce -12.9%	19,490	$972K
Brown Brothers Harriman & Co.	0.01%	Reduce -31.0%	19,478	$972K
Kohmann Bosshard Financial Services, LLC	0.09%	Reduce -0.5%	19,463	$971K
Diversified Management Inc.	0.17%	New	19,416	$969K
Cassady Wealth & Retirement Planning, LLC	0.50%	Reduce -0.2%	19,212	$967K
Kathmere Capital Management, LLC	0.06%	New	19,217	$959K
WPG Advisers, LLC	0.71%	Add +0.3%	19,210	$958K
Foundations Investment Advisors, LLC	0.01%	Add +46.4%	19,159	$956K
Smithbridge Asset Management Inc.	0.14%	New	19,145	$955K
Firethorn Wealth Partners, LLC	0.35%	Reduce -4.2%	19,143	$955K
Whittier Trust Co. of Nevada Inc.	0.02%	No change	19,113	$955K
Western Wealth Management, LLC	0.04%	Add +42.4%	19,108	$953K
Bristlecone Value Partners, LLC	0.84%	Reduce -1.7%	19,108	$953K
Lockerman Financial Group, Inc.	1.71%	No change	19,040	$950K
Seaside Wealth Management, Inc.	0.27%	No change	18,984	$947K
Prospect Financial Services LLC	0.58%	Add +20.1%	18,965	$946K
EPG Wealth Management LLC	0.25%	Add +4.4%	18,618	$929K
Frank, Rimerman Advisors LLC	0.06%	No change	18,614	$929K
Choreo, LLC	0.01%	Reduce -26.1%	18,559	$926K
Clearwater Capital Advisors, LLC	0.07%	Add +1.4%	18,442	$920K
GAMMA Investing LLC	0.04%	Add +49.6%	18,389	$917K
Ballast Rock Private Wealth LLC	0.50%	Add +1.9%	18,297	$913K
Stirlingshire Investments, Inc.	0.80%	Reduce -2.3%	18,287	$912K
FF Advisors,LLC	0.37%	Reduce -9.4%	18,054	$911K
A4 Wealth Advisors LLC	0.76%	Add +40.2%	18,221	$909K
Ausdal Financial Partners, Inc.	0.04%	Add +4.7%	18,133	$905K
Veridan Wealth LLC	0.34%	Add +14.8%	18,061	$901K
Elevate Wealth Advisory, Inc.	0.57%	Add +1.0%	18,026	$899K
Factor Wealth Management LTD	0.17%	Add +0.6%	17,944	$895K
PKS Advisory Services, LLC	0.21%	Add +27.2%	17,921	$894K
Mma Asset Management LLC	0.31%	New	17,919	$894K
Johnson Investment Counsel Inc.	0.01%	New	17,847	$890K
Hudock, Inc.	0.13%	Add +0.4%	17,824	$889K
Retirement Planning Group, LLC	0.03%	Add +26.3%	17,713	$884K
Silver Coast Investments LLC	0.28%	Add +17.6%	17,709	$884K
Mission Wealth Management, LP	0.02%	Reduce -3.2%	17,582	$877K
Avior Wealth Management, LLC	0.02%	New	17,544	$875K
AE Wealth Management LLC	0.00%	Reduce -22.6%	17,408	$868K
HORAN Wealth, LLC	0.08%	New	17,218	$866K
Charles Schwab Trust Co	0.06%	No change	17,211	$859K
Compass Planning Associates Inc	0.55%	Add +13.8%	17,191	$858K
Serenity Investment Advisors	0.40%	New	17,010	$848K
Sax Wealth Advisors, LLC	0.04%	No change	16,860	$848K
Advus Financial Partners, LLC	0.21%	Add +7.6%	16,883	$842K
Ethos Financial Group, LLC	0.06%	Reduce -12.0%	16,905	$841K
W.H. Cornerstone Investments Inc.	0.52%	Add +0.3%	16,810	$839K
PFG Investments, LLC	0.04%	Add +5.4%	16,763	$836K
Integrity Advisory Solutions, LLC	0.11%	Add +123.3%	16,747	$836K
AdvisorNet Financial, Inc	0.04%	Add +21.9%	16,739	$835K
Parsons Capital Management Inc.	0.04%	Add +0.7%	16,690	$833K
Southern Michigan Bank & Trust	0.32%	—	16,590	$828K
COFG Advisors, LLC	0.20%	Add +17.0%	16,589	$828K
First Merchants Corp.	0.03%	Reduce -3.5%	16,500	$823K
Chilton Investment Co. Inc.	0.02%	Reduce -19.1%	16,460	$821K
D.A. Davidson & Co.	0.01%	Add +2.3%	16,410	$819K
Inspirion Wealth Advisors, LLC	0.10%	No change	16,384	$817K
SVRN Asset Management, LLC	0.79%	Reduce -17.1%	16,369	$817K
Horizons Wealth Management	0.54%	No change	16,365	$816K
Blankinship & Foster, LLC	0.18%	Reduce -33.6%	16,313	$814K
Cypress Point Wealth Management, LLC	0.17%	No change	16,272	$812K
Southland Equity Partners LLC	0.16%	No change	16,209	$809K
Balance Wealth Partners LLC	0.25%	Add +39.7%	16,193	$808K
CVA Family Office, LLC	0.08%	Add +46.6%	16,162	$806K
IF Advisors, LLC	0.56%	No change	16,000	$798K
Archford Capital Strategies, LLC	0.09%	No change	15,993	$798K
Davis Wealth Advisors, LLC	0.66%	Reduce -10.8%	15,885	$793K
First Manhattan Co. Llc.	0.00%	Reduce -24.6%	15,858	$791K
Westshore Wealth, LLC	0.28%	No change	15,851	$791K
J. Derek Lewis & Associates Inc.	0.18%	No change	15,704	$783K
Evernest Financial Advisors, LLC	0.16%	Reduce -0.5%	15,415	$778K
Wetzel Investment Advisors, Inc.	0.31%	Add +1.0%	15,519	$774K
Cedar Mountain Advisors, LLC	0.15%	No change	15,516	$774K
Baker Tilly Wealth Management, LLC	0.19%	Add +17.6%	15,363	$766K
FSM Wealth Advisors, LLC	0.10%	Reduce -31.2%	15,339	$765K
Mason Investment Advisory Services, Inc.	0.04%	Add +13.5%	15,319	$764K
Private Wealth Asset Management, LLC	0.08%	No change	15,252	$761K
Veery Capital, LLC	0.23%	Add +4.7%	15,239	$760K
Keener Financial Planning LLC	0.32%	Add +15.9%	15,245	$760K
OMNI 360 Wealth, Inc.	0.39%	Add +31.2%	15,170	$757K
Independent Financial Group, LLC	0.02%	Add +26.9%	15,166	$757K
Allegiance Financial Group Advisory Services LLC	0.15%	Add +1.2%	15,140	$755K
Peregrine Asset Advisers, Inc.	0.20%	Reduce -1.6%	15,116	$754K
Bond & Devick Financial Network, Inc.	0.21%	Add +7.8%	15,115	$754K
FLC Capital Advisors	0.14%	Add +9.0%	15,083	$752K
Ascent Wealth Partners, LLC	0.09%	Add +3.0%	14,977	$747K
Consilio Wealth Advisors, LLC	0.22%	Add +43.5%	14,964	$747K
Parkside Financial Bank & Trust	0.06%	Reduce -0.8%	14,943	$746K
Net Worth Advisory Group	0.15%	Add +1.1%	14,914	$744K
Donalies Financial Planning, LLC	0.63%	Add +3.9%	14,870	$742K
Englebert Financial Advisers, LLC	0.84%	Add +2.1%	14,789	$738K
Ponta Wealth Partners, LLC	0.59%	New	14,758	$736K
Orcam Financial Group	0.52%	Add +10.1%	14,620	$729K
Haven Private, LLC	0.32%	Add +30.0%	14,565	$727K
Manhattan West Asset Management, LLC	0.14%	New	14,548	$726K
Roundview Capital LLC	0.04%	Add +1.5%	14,495	$723K
Founders Financial Securities LLC	0.04%	Add +15.9%	14,219	$715K
Keyvantage Wealth, LLC	0.31%	Reduce -0.1%	14,259	$711K
Evoke Wealth, LLC	0.01%	New	14,208	$709K
StoneX Group Inc.	0.04%	Add +1.0%	14,119	$704K
Lowe Brockenbrough & Co. Inc.	0.04%	Add +39.6%	14,100	$703K
Hengehold Capital Management LLC	0.06%	Reduce -23.6%	14,080	$702K
Callan Family Office, LLC	0.02%	Reduce -7.3%	14,056	$701K
Wealthgarden F.S. LLC	0.48%	Reduce -0.5%	14,031	$700K
Camden National Bank	0.09%	No change	13,989	$698K
Tribridge Partners Financial LLC	0.29%	Add +9.6%	13,954	$698K
Lebenthal Global Advisors, LLC	0.10%	Reduce -2.0%	13,951	$696K
Belpointe Asset Management LLC	0.03%	Reduce -37.1%	13,887	$693K
BridgePort Financial Solutions, LLC	0.20%	Reduce -17.8%	13,883	$693K
Embree Financial Group	0.08%	Add +0.6%	13,687	$683K
Red Reef Advisors LLC	0.71%	Reduce -22.7%	13,647	$681K
Ade, LLC	0.33%	Reduce -6.8%	13,631	$680K
Polaris Investment Advisors, LLC	0.50%	Reduce -33.5%	13,627	$680K
Snowden Capital Advisors LLC	0.02%	Reduce -5.2%	13,578	$677K
MCF Advisors LLC	0.03%	Reduce -0.8%	13,486	$673K
Roman Butler Fullerton & Co.	0.18%	Add +0.3%	13,388	$671K
Richardson Financial Services Inc.	0.42%	Reduce -32.0%	13,449	$671K
Conscious Wealth Investments, LLC	0.37%	Add +0.1%	13,337	$670K
Paladin Advisory Group, LLC	0.51%	Add +1.2%	13,416	$669K
Occidental Asset Management, LLC	0.08%	Reduce -4.3%	13,392	$668K
American National Bank & Trust	0.06%	Reduce -25.2%	13,366	$667K
Keating Financial Advisory Services, Inc.	0.11%	Add +107.0%	13,310	$664K
Oppenheimer & Co. Inc.	0.01%	Add +187.5%	13,290	$663K
Jackson, Grant Investment Advisers, Inc.	0.22%	Add +4.7%	13,273	$662K
Benchmark Financial, LLC	0.59%	No change	13,158	$656K
Triad Wealth Partners, LLC	0.05%	Add +34.6%	13,151	$656K
Total Clarity Wealth Management, Inc.	0.15%	Add +71.6%	13,039	$651K
LexAurum Advisors, LLC	0.08%	—	12,973	$647K
Brio Consultants, LLC	0.08%	Reduce -3.1%	12,885	$646K
Wesbanco Bank Inc.	0.02%	New	12,925	$645K
Fiduciary Financial Group, LLC	0.09%	New	12,915	$644K
HT Partners LLC	0.20%	No change	12,904	$644K
Omega Advisors (Leon Cooperman)	0.02%	No change	12,876	$642K
Mosaic Family Wealth Partners, LLC	0.07%	Add +1.6%	12,812	$639K
Guardsman Private Capital Management, Inc.	0.50%	New	12,750	$636K
Stordahl Capital Management, Inc.	0.13%	Add +13.7%	12,718	$635K
Planning Directions Inc.	0.32%	Reduce -31.9%	12,640	$631K
WFA of San Diego, LLC	0.51%	Add +1.3%	12,617	$629K
Aspen Wealth Strategies, LLC	0.34%	No change	12,602	$629K
Core Wealth Advisors, Inc.	0.15%	Reduce -6.8%	12,601	$629K
NewSquare Capital LLC	0.05%	Add +4.2%	12,595	$628K
Landaas & Co. /Wi	0.14%	Reduce -2.9%	12,562	$627K
Titleist Asset Management, LLC	0.05%	Add +59.1%	12,559	$627K
Caldwell Trust Co	0.06%	Add +1.6%	12,482	$623K
Hunter Associates Investment Management LLC	0.08%	Reduce -3.9%	12,472	$622K
Andrews Advisory Associates, LLC	0.33%	Add +169.1%	12,412	$619K
OneAscent Financial Services LLC	0.03%	Add +10.0%	12,410	$619K
Lynx Investment Advisory	0.29%	Add +38.1%	12,366	$617K
Neumann Capital Management, LLC	0.18%	Add +9.1%	12,341	$616K
Faithward Advisors, LLC	0.09%	No change	12,232	$610K
Wrapmanager Inc.	0.21%	Add +116.9%	12,194	$608K
Northstar Group, Inc.	0.09%	Reduce -7.5%	12,188	$608K
Crews Bank & Trust	0.09%	Reduce -0.2%	12,187	$608K
Windward Private Wealth Management Inc.	0.21%	Add +10.7%	12,184	$608K
Victory Financial Group, LLC	0.07%	Add +6.5%	12,182	$608K
Johnson Bixby & Associates, LLC	0.08%	Reduce -44.3%	12,170	$607K
PFW Advisors LLC	0.19%	No change	12,140	$606K
Lodestar Private Asset Management LLC	0.06%	Reduce -8.7%	12,114	$604K
Sheridan Capital Management, LLC	0.32%	Add +40.9%	12,050	$601K
Gladstone Institutional Advisory LLC	0.02%	Add +70.7%	11,985	$598K
Worth Asset Management, LLC	0.22%	New	11,954	$596K
Acorn Wealth Advisors, LLC	0.17%	Reduce -0.5%	11,936	$595K
Procyon Advisors, LLC	0.03%	Add +21.4%	11,908	$594K
Smith Partners Wealth Management, LLC	0.53%	No change	11,842	$591K
Pacific Park Financial, Inc.	0.38%	Add +0.8%	11,812	$589K
International Assets Investment Management, LLC	0.04%	Add +298.6%	11,794	$589K
4WEALTH Advisors, Inc.	0.50%	No change	11,812	$588K
First Commonwealth Financial Corp	0.09%	No change	11,682	$583K
Level Four Advisory Services, LLC	0.02%	Add +41.6%	11,682	$583K
Nicholas Hoffman & Company, LLC.	0.01%	Add +9.9%	11,648	$581K
WCG Wealth Advisors LLC	0.02%	New	11,622	$580K
Jordan Park Trust Co LLC	0.44%	No change	11,604	$579K
Cora Capital Advisors LLC	0.19%	Add +176.4%	11,554	$576K
HSBC Holdings PLC	0.00%	No change	11,497	$574K
Keystone Wealth Services, LLC	0.12%	Add +0.5%	11,441	$571K
ShoreHaven Wealth Partners, LLC	0.20%	Reduce -22.8%	11,430	$570K
True North Advisors, LLC	0.07%	Add +53.8%	11,430	$570K
Strategic Wealth Advisors LLC	0.46%	Reduce -6.3%	11,407	$569K
Lifeworks Advisors, LLC	0.07%	Reduce -10.2%	11,401	$569K
Cypress Financial Planning LLC	0.16%	Reduce -9.3%	11,398	$569K
Carrera Capital Advisors	0.09%	Reduce -3.0%	11,255	$562K
Signal Advisors Wealth, LLC	0.04%	New	11,252	$561K
Sigma Investment Counselors Inc.	0.03%	Reduce -8.3%	11,248	$561K
XML Financial, LLC	0.05%	Add +41.8%	11,242	$561K
Peak Wealth Management LLC	0.46%	Add +1.2%	11,214	$559K
Sovereign Financial Group, Inc.	0.10%	Add +7.0%	11,188	$558K
Midwest Financial Partners Investments, Inc.	0.29%	Add +13.0%	11,150	$556K
Qube Research & Technologies Ltd	0.00%	Reduce -41.1%	11,093	$553K
Westside Investment Management, Inc.	0.08%	No change	11,037	$551K
SouthState Bank Corp	0.03%	Add +0.0%	11,046	$551K
Barnes Wealth Management Group, Inc	0.28%	Add +0.3%	10,957	$547K
Signature Equity Partners, LLC	0.29%	Add +63.8%	10,895	$544K
SoundView Advisors Inc.	0.19%	New	10,881	$542K
Broussard Financial Group LLC	0.43%	Add +0.7%	10,860	$542K
Holos Integrated Wealth LLC	0.27%	No change	10,800	$540K
M. Kulyk & Associates, LLC	0.10%	Add +41.4%	10,820	$540K
Cedarwood Wealth LLC	0.54%	Add +7.9%	10,782	$538K
Symmetry Partners, LLC	0.03%	Add +12.6%	10,755	$537K
Hyposwiss Advisors SA	0.53%	No change	10,736	$536K
Magnolia Private Wealth, LLC	0.35%	No change	10,650	$531K
West Michigan Advisors, LLC	0.12%	Reduce -17.2%	10,594	$529K
Innovative Asset Advisors Group, LLC	0.31%	—	10,589	$528K
Range Advisory, LLC	0.10%	Reduce -61.0%	10,552	$526K
BDFS Capital LLC	0.25%	Reduce -0.6%	10,521	$525K
Berman McAleer LLC	0.07%	No change	10,447	$521K
Penobscot Wealth Management	0.15%	Add +113.6%	10,347	$518K
3 Factor Indexing, LLC	0.49%	—	10,315	$515K
Hobbs Group Advisors, LLC	0.15%	Reduce -2.6%	10,289	$513K
Geneos Wealth Management Inc.	0.01%	Reduce -3.6%	10,262	$512K
Sightline Wealth Advisors, LLC	0.22%	New	10,257	$512K
CWA Asset Management Group, LLC	0.02%	Reduce -5.1%	10,241	$511K
Neuberger Berman Group LLC	0.00%	New	10,152	$506K
New Insight Wealth Advisors	0.18%	Add +1.4%	10,143	$506K
Curbstone Financial Management Corp	0.10%	No change	10,050	$501K
Bfsg, LLC	0.05%	Add +7.8%	9,999	$499K
Trellis Wealth Advisors LLC	0.19%	Add +28.2%	9,987	$498K
Astoria Portfolio Advisors LLC.	0.11%	Reduce -16.5%	9,827	$496K
Croban	0.23%	Reduce -26.9%	9,895	$494K
Atlas Legacy Advisors, LLC	0.09%	Reduce -2.7%	9,863	$492K
Shepherd Kaplan Krochuk, LLC	0.41%	No change	9,827	$490K
Quantum Financial Planning Services, Inc.	0.17%	Add +2.1%	9,756	$487K
SpringVest Wealth Management LLC	0.33%	No change	9,752	$487K
Hummer Financial Advisory Services Inc	0.34%	No change	9,600	$479K
Middleton & Co. Inc.	0.05%	Add +5.5%	9,600	$479K
CWS Financial Advisors, LLC	0.12%	New	9,546	$476K
Valley Financial Group, Inc.	0.26%	Add +36.4%	9,501	$474K
Krilogy Financial LLC	0.02%	New	9,425	$474K
Icon Wealth Advisors, LLC	0.03%	Reduce -51.4%	9,396	$473K
Advisory Alpha, LLC	0.01%	Add +1.3%	9,459	$472K
Transcend Capital Advisors, LLC	0.04%	Reduce -7.2%	9,412	$470K
Walkner Condon Financial Advisors LLC	0.06%	No change	9,408	$469K
Anchyra Partners LLC	0.14%	New	9,405	$469K
Ameritas Investment Partners, Inc.	0.01%	Reduce -2.5%	9,362	$467K
Mayport, LLC	0.09%	New	9,338	$466K
HCR Wealth Advisors	0.05%	No change	9,334	$466K
Bravera Wealth	0.21%	Add +654.8%	9,284	$463K
Narus Financial Partners, LLC	0.12%	Add +6.5%	9,264	$462K
Kingswood Wealth Advisors, LLC	0.02%	Add +64.3%	9,264	$462K
Avestar Capital, LLC	0.03%	No change	9,225	$460K
Moseley Investment Management Inc.	0.15%	Reduce -2.3%	9,162	$457K
Argonautica Private Wealth Management, Inc.	0.14%	Reduce -20.2%	9,129	$455K
Headlands Technologies LLC	0.05%	New	9,085	$453K
Kane Co Wealth Management, Inc.	0.38%	Reduce -10.0%	9,000	$449K
Flow Traders U.S. LLC	0.01%	New	8,999	$449K
Ellis Investment Partners, LLC	0.08%	Add +0.5%	8,970	$448K
Hyundai Investments Co., Ltd.	0.50%	Reduce -20.9%	8,980	$447K
MassMutual Private Wealth & Trust, FSB	0.01%	Add +1951.4%	8,903	$444K
LaSalle St. Investment Advisors, LLC	0.06%	Reduce -20.5%	8,783	$438K
Long Island Wealth Management, Inc.	0.20%	Reduce -5.3%	8,737	$436K
L. Roy Papp & Associates, LLP	0.05%	No change	8,668	$432K
Alliancebernstein L.P.	0.00%	Reduce -10.0%	8,576	$431K
Traveka Wealth, LLC	0.16%	No change	8,641	$431K
Verdence Capital Advisors LLC	0.03%	Reduce -55.3%	8,612	$430K
RMR Wealth Builders	0.03%	No change	8,611	$430K
NWF Advisory Services Inc.	0.05%	Add +35.5%	8,559	$427K
Allstreet Capital Advisors LLC	0.32%	Reduce -2.8%	8,559	$427K
EnRich Financial Partners LLC	0.11%	Add +10.4%	8,506	$424K
LongView Wealth Management	0.11%	Add +16.7%	8,429	$424K
Certuity, LLC	0.03%	New	8,462	$422K
PlanVest Financial, Inc	0.32%	—	8,447	$421K
Gerber Kawasaki Wealth & Investment Management	0.01%	Add +27.3%	8,416	$420K
FFT Wealth Management LLC	0.08%	No change	8,394	$419K
First Citizens Financial Corp	0.20%	Add +29.2%	8,374	$418K
Hollencrest Capital Management	0.02%	No change	8,369	$418K
Keystone Financial Group	0.03%	Add +0.0%	8,221	$410K
Birch Financial Group, LLC	0.24%	Add +0.1%	8,167	$407K
BCR Wealth Strategies, LLC	0.13%	New	8,130	$405K
Shepherd Street Advisors LLC	0.40%	No change	8,085	$403K
Sawgrass Asset Management LLC	0.06%	No change	8,085	$403K
IFS Group,LLC	0.36%	—	8,072	$403K
Latitude Advisors, LLC	0.18%	Add +7.5%	8,056	$402K
Graetz Wealth LLC	0.36%	New	7,995	$399K
Tandem Financial, LLC	0.13%	New	7,969	$398K
Quadrant Private Wealth Management, LLC	0.06%	Add +0.2%	7,956	$397K
Sutton Place Investors LLC	0.22%	No change	7,919	$395K
Navigoe, LLC	0.23%	No change	7,871	$392K
Moors & Cabot, Inc.	0.02%	Add +10.2%	7,846	$391K
Roan Capital Partners	0.36%	—	7,840	$391K
Patron Partners, LLC	0.17%	No change	7,824	$390K
Summit Wealth Group LLC / Co.	0.04%	Add +42.0%	7,807	$390K
Mason & Associates Inc	0.08%	Reduce -11.9%	7,815	$389K
Zacks Investment Management	0.00%	Add +1.6%	7,731	$386K
Delos Wealth Advisors, LLC	0.22%	Add +1895.8%	7,704	$384K
Essex Financial Services, Inc.	0.02%	Reduce -8.1%	7,698	$384K
Fortis Capital Advisors, LLC	0.05%	Reduce -51.9%	7,582	$378K
Pitcairn Wealth Advisors LLC	0.03%	No change	7,477	$376K
Magnus Financial Group LLC	0.03%	Reduce -40.8%	7,507	$375K
Silver Grove Financial Group, Inc.	0.30%	Add +1.5%	7,414	$370K
Parallel Advisors, LLC	0.01%	Add +7.3%	7,411	$370K
Wealth Management Nebraska	0.04%	No change	7,397	$369K
IRON Financial LLC	0.16%	Add +0.6%	7,354	$367K
Pine Valley Investments Ltd Liability Co	0.02%	No change	7,335	$366K
55 North Private Wealth, LLC	0.09%	Reduce -7.1%	7,277	$363K
Erickson Financial Group, LLC	0.23%	No change	7,261	$362K
Olde Wealth Management, LLC	0.11%	No change	7,263	$362K
Wood Tarver Financial Group, LLC	0.10%	No change	7,232	$360K
Nilsine Partners, LLC	0.03%	No change	7,132	$360K
Endeavor Private Wealth, Inc.	0.10%	Reduce -5.2%	7,148	$357K
Kirkwood Financial Services	0.13%	Add +0.2%	7,148	$357K
Members Wealth LLC	0.21%	No change	7,060	$356K
Strategic Wealth Partners, Ltd.	0.02%	Add +0.6%	7,042	$351K
Wayfinding Financial, LLC	0.15%	Reduce -0.7%	7,025	$350K
Madison Wealth Partners, Inc	0.06%	Reduce -5.3%	7,004	$349K
Nabity-Jensen Investment Management Inc	0.24%	Reduce -8.8%	6,977	$348K
Koesten, Hirschmann & Crabtree, INC.	0.17%	No change	6,965	$347K
Capital Investment Advisors, LLC	0.01%	Reduce -42.1%	6,960	$347K
Next Level Wealth Planning, LLC	0.18%	No change	6,926	$346K
Northcape Wealth Management, LLC	0.09%	Reduce -5.5%	6,908	$345K
Liberty Square Wealth Partners LLC	0.09%	Add +5.5%	6,819	$340K
Westfuller Advisors, LLC	0.15%	Add +0.6%	6,805	$340K
Pandowealth. LLC	0.30%	Reduce -43.6%	6,796	$339K
DecisionMap Wealth Management, LLC	0.22%	Reduce -11.3%	6,704	$334K
Realta Investment Advisors	0.12%	Add +28.9%	6,690	$334K
Nolet Wealth Management, LLC	0.19%	No change	6,676	$333K
Carl P. Sherr & Co., LLC	0.16%	No change	6,675	$333K
Verus Capital Partners, LLC	0.02%	Reduce -0.8%	6,670	$333K
GDS Wealth Management	0.02%	New	6,664	$332K
Balefire, LLC	0.06%	No change	6,601	$329K
Brookwood Investment Group LLC	0.04%	Reduce -1.3%	6,580	$328K
Global Wealth Management Investment Advisory, Inc.	0.05%	Reduce -46.4%	6,538	$326K
Progressive Investment Management Corp	0.09%	No change	6,519	$325K
Wick Capital Partners, LLC	0.06%	Reduce -7.2%	6,470	$323K
Round Rock Advisors LLC	0.05%	No change	6,432	$321K
Brighton Securities Corp.	0.15%	Reduce -10.3%	6,398	$319K
Braun-Bostich & Associates Inc.	0.20%	New	6,383	$318K
Cultivar Capital, Inc.	0.20%	No change	6,375	$318K
Bill Few Associates, Inc.	0.08%	No change	6,334	$316K
First Trust Advisors LP	0.00%	Add +0.3%	6,325	$316K
Sterling Wealth Management, Inc.	0.09%	No change	6,323	$315K
Artesa Financial Group, LLC	0.30%	Reduce -15.0%	6,277	$313K
Ancora Advisors LLC	0.01%	Reduce -18.3%	6,261	$312K
Founders Grove Wealth Partners, LLC	0.07%	Reduce -35.6%	6,256	$312K
Bright Financial Advisors, Inc.	0.14%	No change	6,255	$312K
Wealth Management Associates, Inc.	0.11%	New	6,247	$312K
B. Riley Wealth Advisors, Inc.	0.02%	Add +0.3%	6,261	$312K
Susquehanna International Group, LLP	0.00%	Reduce -97.7%	6,245	$312K
Clear Creek Financial Management, LLC	0.02%	Add +8.4%	6,119	$305K
Activest Wealth Management	0.05%	Add +0.7%	6,109	$305K
Hershey Financial Advisers, LLC	0.26%	Add +0.1%	6,099	$304K
Independent Wealth Network Inc.	0.09%	Add +2.6%	6,086	$304K
Bell Investment Advisors, Inc	0.05%	Add +1.4%	6,084	$304K
Keel Point, LLC	0.02%	Add +0.3%	6,060	$302K
Hayek Kallen Investment Management	0.10%	New	6,007	$300K
Morton Brown Family Wealth, LLC	0.08%	Add +117.0%	6,013	$300K
Concord Wealth Partners	0.04%	Add +48.4%	6,012	$300K
Apex Wealth Management, LLC	0.21%	Add +0.5%	6,010	$300K
American Financial Advisors, LLC	0.04%	Add +0.2%	6,007	$300K
Trinity Wealth Management, LLC	0.11%	No change	5,974	$298K
Leverty Financial Group, LLC	0.07%	Add +14.9%	5,974	$298K
Global Financial Private Client, LLC	0.10%	No change	5,968	$298K
MB Generational Wealth, LLC	0.16%	No change	5,958	$297K
Rise Advisors, LLC	0.10%	Add +0.6%	5,908	$295K
Melfa Wealth Management, Inc.	0.17%	No change	5,889	$294K
Arwa LLC	0.15%	New	5,838	$293K
Wells Financial Advisors INC	1.33%	No change	5,880	$293K
Virtue Asset Management LLC	0.24%	New	5,875	$293K
Dogwood Wealth Management LLC	0.13%	No change	5,840	$291K
Legacy Capital Wealth Partners, LLC	0.06%	Reduce -10.5%	5,836	$291K
Axis Wealth Partners, LLC	0.15%	Add +19.2%	5,826	$291K
Personal Cfo Solutions, LLC	0.04%	New	5,762	$287K
Hillsdale Investment Management Inc.	0.01%	No change	5,740	$286K
Catalyst Private Wealth, LLC	0.15%	Add +9.3%	5,732	$286K
Towerpoint Wealth, LLC	0.12%	No change	5,732	$286K
Whalen Wealth Management Inc.	0.15%	Reduce -2.9%	5,727	$286K
Cornerstone Planning Group LLC	0.04%	Add +185.6%	5,667	$284K
Greenup Street Wealth Management LLC	0.04%	Reduce -60.5%	5,676	$283K
Conservest Capital Advisors, Inc.	0.03%	Add +42.4%	5,662	$282K
Rockland Trust Co.	0.01%	Reduce -12.9%	5,616	$280K
Pioneer Wealth Management Group	0.08%	No change	5,614	$280K
Hills Bank & Trust Co	0.01%	No change	5,614	$280K
Concorde Asset Management, LLC	0.14%	Reduce -23.0%	5,562	$277K
Beacon Bridge Wealth Partners, LLC	0.09%	No change	5,555	$277K
1832 Asset Management L.P.	0.00%	No change	5,536	$276K
PAX Financial Group, LLC	0.05%	Add +2.2%	5,525	$276K
Falcon Wealth Planning	0.02%	Add +0.2%	5,516	$275K
Bridgewater Advisors Inc.	0.02%	New	5,474	$274K
Richmond Investment Services, LLC	0.04%	New	5,489	$274K
LCNB Corp.	0.09%	No change	5,468	$273K
Baldwin Wealth Partners LLC	0.02%	No change	5,465	$273K
Intrua Financial, LLC	0.03%	Add +3.8%	5,460	$272K
Ruggaard & Associates LLC	0.11%	No change	5,440	$271K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.00%	New	5,402	$269K
Verisail Partners, LLC	0.11%	Reduce -9.9%	5,389	$269K
Hamrick Investment Counsel, llc	0.15%	Add +59.1%	5,386	$269K
Aspen Wealth Management LLC	0.05%	Add +0.6%	5,372	$268K
Northland Capital Management LLC	0.15%	No change	5,360	$267K
Colonial Trust Co / SC	0.04%	Reduce -0.8%	5,342	$267K
Accredited Investors Inc.	0.01%	No change	5,308	$265K
Wilmington Savings Fund Society, FSB	0.01%	No change	5,307	$265K
Accurate Wealth Management, LLC	0.03%	Reduce -55.8%	5,257	$264K
Brand Asset Management Group, Inc.	0.07%	Add +4.0%	5,291	$264K
Hill Island Financial LLC	0.06%	Add +14.2%	5,240	$261K
Compass Capital Corp. /Ma/	0.09%	Add +3.0%	5,187	$260K
Summit Wealth Partners, LLC	0.04%	New	5,209	$260K
Christensen, King & Associates Investment Services, Inc.	0.11%	Add +0.1%	5,204	$260K
Seven Mile Advisory	0.19%	New	5,188	$259K
Kera Capital Partners, Inc.	0.03%	Reduce -0.3%	5,182	$259K
Duncan Williams Asset Management, LLC	0.07%	No change	5,175	$258K
Mokosak Advisory Group, LLC	0.06%	Add +0.6%	5,153	$257K
Sovran Advisors, LLC	0.02%	Add +14.4%	5,110	$257K
Robinswood Financial LLC	0.08%	Add +44.9%	5,133	$256K
Creative Capital Management Investments LLC	0.07%	No change	5,133	$256K
GLR Partners, LLC	0.14%	—	5,125	$256K
Cambridge Financial Group, LLC	0.09%	Reduce -15.2%	5,074	$253K
Uhlmann Price Securities, LLC	0.02%	Add +14.3%	5,065	$253K
Tme Financial, Inc.	0.17%	Add +0.6%	5,045	$252K
Accelerate Investment Advisors LLC	0.17%	Add +8.9%	5,040	$251K
Mascoma Wealth Management LLC	0.05%	Reduce -3.8%	5,034	$251K
Crew Capital Management, Ltd	0.17%	New	5,029	$251K
Capital Asset Managemnet, LLC	0.28%	Add +0.6%	4,964	$248K
Lodestone Wealth Management LLC	0.10%	No change	4,950	$247K
IMC-Chicago, LLC	0.00%	New	4,944	$247K
Briggs Wealth Management, Inc	0.26%	No change	4,938	$246K
Cooksen Wealth, LLC	0.18%	No change	4,925	$246K
Bridgewealth Advisory Group, LLC	0.05%	Reduce -3.9%	4,914	$245K
Blom & Howell Financial Planning, Inc.	0.24%	Reduce -5.4%	4,913	$245K
Syntegra Private Wealth Group, LLC	0.02%	No change	4,899	$244K
General Partner, Inc.	0.15%	No change	4,808	$240K
Transcendent Capital Group LLC	0.11%	Reduce -9.7%	4,804	$240K
Level Financial Advisors	0.06%	No change	4,771	$238K
KPP Advisory Services LLC	0.03%	No change	4,764	$238K
Downshift Financial, LLC	0.12%	Add +8.2%	4,669	$235K
Meridian Financial Advisors, LLC	0.13%	New	4,712	$235K
Weatherly Asset Management L. P.	0.02%	No change	4,650	$232K
Pursuit Wealth Strategies, LLC	0.32%	Add +1.5%	4,635	$231K
Annex Advisory Services, LLC	0.00%	Reduce -1.1%	4,625	$231K
Bison Wealth, LLC	0.02%	No change	4,597	$230K
Basecamp Wealth Advisors LLC	0.05%	No change	4,597	$229K
Opulen Financial Group LLC	0.16%	New	4,570	$228K
Trust Co. of Toledo NA	0.02%	Add +175.5%	4,546	$227K
Kanawha Capital Management LLC	0.02%	No change	4,544	$227K
Sowell Financial Services LLC	0.01%	Add +3.5%	4,525	$226K
Citizens & Northern Corp.	0.06%	No change	4,503	$225K
Burk Holdings LLC	0.10%	Reduce -11.8%	4,490	$224K
Kendall Capital Management	0.05%	Reduce -13.1%	4,467	$223K
Uptick Partners, LLC	0.04%	Add +0.0%	4,467	$223K
Innovative Wealth Building LLC	0.16%	Reduce -0.8%	4,462	$223K
Oakmont Advisory Group, LLC	0.23%	New	4,456	$222K
Condor Capital Management	0.02%	Reduce -40.7%	4,436	$221K
Morton Capital Management LLC	0.03%	Reduce -48.9%	4,432	$221K
Sfm, LLC	0.13%	No change	4,426	$221K
Washington Trust Bank	0.02%	Reduce -11.3%	4,426	$221K
180 Wealth Advisors, LLC	0.03%	No change	4,400	$220K
Opus Financial Solutions LLC	0.21%	No change	4,374	$218K
Donaldson Capital Management, LLC	0.01%	No change	4,351	$217K
BCS Wealth Management	0.04%	Reduce -50.0%	4,344	$217K
First Financial Bankshares Inc	0.00%	New	4,334	$216K
Successful Portfolios LLC	0.12%	Add +4.7%	4,303	$215K
Guyasuta Investment Advisors Inc.	0.01%	New	4,270	$213K
Financial Management Network Inc.	0.03%	Add +0.9%	4,233	$213K
GM Advisory Group, LLC	0.01%	New	4,219	$211K
Comprehensive Money Management Services LLC	0.14%	New	4,210	$210K
Walser Wealth Management Company, A Ltd Liability Co	0.09%	Add +4.0%	4,158	$207K
Hutchens & Kramer Investment Management Group, LLC	0.07%	New	4,126	$206K
Arsenal Capital Advisors LLC	0.15%	Add +0.6%	4,124	$206K
Silver Oak Securities, Incorporated	0.01%	New	4,080	$204K
Spinnaker Investment Group, LLC	0.04%	Reduce -0.8%	4,076	$203K
Capital Advisors Inc.	0.00%	New	4,069	$203K
Nations Financial Group Inc, /Ia/	0.01%	Add +0.1%	4,020	$201K
Physician Wealth Advisors, Inc.	0.03%	Add +194.2%	3,969	$198K
Provenance Wealth Advisors, LLC	0.02%	New	3,931	$196K
Financial Perspectives, Inc	0.05%	Add +0.3%	3,921	$196K
IMA Advisory Services, Inc.	0.02%	No change	3,889	$194K
Tsfg, LLC	0.03%	Add +65.5%	3,871	$193K
IFG Advisory, LLC	0.54%	Reduce -90.1%	3,800	$190K
Strategic Investment Solutions, Inc.	0.04%	Add +37.3%	3,666	$183K
LRI Investments, LLC	0.02%	Reduce -21.9%	3,589	$179K
Fairscale Capital, LLC	0.12%	No change	3,549	$177K
Raffa Wealth Management, LLC	0.03%	Add +194.6%	3,414	$170K
Synergy Investment Management, LLC	0.05%	New	3,293	$164K
10Elms LLP	0.10%	No change	2,830	$141K
Financial Network Wealth Advisors LLC	0.14%	No change	2,818	$141K
National Bank of Canada	0.00%	Add +148.8%	2,762	$138K
Abound Wealth Management	0.03%	Add +15.0%	2,737	$137K
Financial Freedom, LLC	0.07%	Reduce -74.0%	2,737	$137K
Millstone Evans Group, LLC	0.08%	No change	2,710	$135K
CENTRAL TRUST Co	0.00%	Reduce -8.4%	2,577	$129K
Montag A & Associates Inc.	0.01%	No change	2,555	$127K
Versant Capital Management, Inc	0.01%	Reduce -29.8%	2,424	$121K
Centennial Bank	0.04%	No change	2,333	$116K
Eastern Bank	0.00%	Reduce -41.0%	2,287	$114K
Addison Advisors LLC	0.02%	No change	2,208	$110K
Beacon Investment Advisory Services, Inc.	0.00%	New	2,169	$108K
Measured Wealth Private Client Group, LLC	0.03%	No change	2,092	$104K
Retirement Wealth Solutions LLC	0.07%	Add +0.6%	2,067	$103K
Dagco, Inc.	0.02%	Add +0.6%	2,040	$102K
Crewe Advisors LLC	0.01%	Reduce -64.4%	2,035	$102K
Bitterroot Capital Advisors LLC	0.06%	No change	2,035	$102K
Essential Investment Partners LLC	0.09%	New	2,000	$100K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.04%	New	2,000	$100K
Sound Income Strategies, LLC	0.00%	Add +5.5%	1,985	$99K
Covestor Ltd	0.07%	Add +4.4%	1,985	$99K
Clean Yield Group	0.03%	No change	1,974	$98K
Bollard Group LLC	0.00%	Add +0.6%	1,878	$94K
Godfrey Financial Associates, Inc.	0.08%	Add +2.1%	1,825	$91K
Whittier Trust Co.	0.00%	Reduce -66.8%	1,807	$90K
City Holding Co.	0.01%	No change	1,617	$81K
Princeton Global Asset Management LLC	0.01%	No change	1,580	$79K
Johnson Financial Group, Inc.	0.00%	No change	1,400	$70K
Triumph Capital Management	0.01%	Add +659.2%	1,397	$70K
Bogart Wealth, LLC	0.00%	Reduce -26.8%	1,371	$68K
Blue Trust, Inc.	0.00%	Reduce -95.1%	1,368	$68K
Clarity Asset Management, Inc.	0.03%	Reduce -0.9%	1,330	$66K
Albion Financial Group	0.00%	Reduce -65.6%	1,298	$65K
Heritage Wealth Advisors	0.00%	Reduce -3.7%	1,288	$64K
Clear Investment Research, LLC	0.10%	New	1,241	$62K
Chesapeake Asset Management LLC	0.05%	Reduce -31.7%	1,232	$61K
First Financial Corp.	0.02%	Add +51.6%	1,175	$59K
Coston, McIsaac & Partners	0.01%	Add +0.5%	1,125	$56K
Fourth Dimension Wealth, LLC	0.02%	No change	1,100	$55K
Pittenger & Anderson Inc.	0.00%	No change	1,081	$54K
IMG Wealth Management, Inc.	0.03%	Add +95.3%	1,078	$54K
Security National Bank	0.01%	Reduce -32.4%	1,058	$53K
Longview Financial Advisors LLC	0.03%	No change	1,035	$52K
Birchwood Financial Partners, Inc.	0.05%	No change	1,020	$51K
Kelleher Financial Advisors	0.01%	New	1,036	$51K
Asset Dedication, LLC	0.00%	New	1,014	$51K
LGT Financial Advisors LLC	0.26%	Reduce -0.2%	1,008	$50K
Rossmore Private Capital	0.00%	No change	1,000	$50K
JPL Wealth Management, LLC	0.01%	New	993	$50K
City State Bank	0.01%	No change	991	$49K
Legacy Wealth Managment, LLC	0.02%	New	980	$49K
Global Trust Asset Management, LLC	0.02%	Add +117.7%	925	$46K
Pin Oak Investment Advisors Inc.	0.03%	No change	900	$45K
SOA Wealth Advisors, LLC.	0.01%	Reduce -38.5%	867	$43K
Transce3nd, LLC	0.36%	Reduce -18.0%	811	$40K
Hantz Financial Services, Inc.	0.00%	Reduce -43.2%	794	$40K
Pinnacle Wealth Planning Services, Inc.	0.00%	Add +15460.0%	778	$39K
Wolff Wiese Magana LLC	0.02%	Add +0.7%	707	$35K
Golden State Wealth Management, LLC	0.00%	Reduce -88.2%	675	$34K
Nepc LLC	0.00%	No change	675	$34K
Nemes Rush Group LLC	0.00%	No change	629	$31K
NBT Bank, N.A.	0.00%	No change	560	$28K
Smallwood Wealth Investment Management, LLC	0.01%	New	519	$26K
Wellington-Altus USA Inc.	0.01%	No change	500	$25K
Valley National Advisers Inc.	0.00%	No change	511	$25K
Avalon Trust Co	0.00%	Reduce -50.0%	497	$25K
Dunhill Financial, LLC	0.01%	New	497	$25K
Signaturefd, LLC	0.00%	No change	492	$25K
Farmers & Merchants Trust Co of Chambersburg PA	0.01%	No change	453	$23K
United Financial Planning Group LLC	0.01%	New	458	$23K
Merkkuri Wealth Advisors LLC	0.01%	New	438	$22K
Larson Financial Group LLC	0.00%	Reduce -70.9%	424	$21K
Pflug Koory, LLC	0.01%	Add +0.5%	417	$21K
Federation des caisses Desjardins du Quebec	0.00%	New	400	$20K
Moisand Fitzgerald Tamayo, LLC	0.00%	Reduce -27.6%	357	$18K
Investors Research Corp	0.00%	Reduce -50.0%	320	$16K
N.E.W. Advisory Services LLC	0.00%	No change	318	$16K
Networth Advisors, LLC	0.01%	No change	304	$15K
My Portfolio Guide, LLC	0.01%	—	300	$15K
Blueline Advisors LLC	0.01%	No change	294	$15K
Keystone Financial Group, Inc.	0.01%	Add +0.7%	271	$14K
Cassaday & Co Wealth Management LLC	0.00%	New	260	$13K
Russell Investments Group, Ltd.	0.00%	Add +716.1%	253	$13K
Tower Research Capital LLC (TRC)	0.00%	Reduce -30.0%	252	$13K
Minot DeBlois Advisors LLC	0.01%	No change	250	$12K
Valley Wealth Managers, Inc.	0.00%	No change	230	$11K
LM Advisors LLC	0.06%	Reduce -0.7%	557	$11K
Strive Financial Group ,LLC	0.01%	No change	223	$11K
Quent Capital, LLC	0.00%	Reduce -17.2%	188	$9K
Sunbelt Securities, Inc.	0.00%	No change	162	$8K
Western Pacific Wealth Management, LP	0.01%	No change	159	$8K
Wealth Enhancement Trust Services, Inc.	0.00%	New	140	$7K
Greykasell Wealth Strategies, Inc.	0.00%	Reduce -36.1%	138	$7K
Atlantic Edge Private Wealth Management, LLC	0.00%	No change	125	$6K
Bayban	0.01%	No change	125	$6K
Winthrop Capital Management, LLC	0.00%	No change	114	$6K
Motco	0.00%	No change	113	$6K
GHP Investment Advisors, Inc.	0.00%	No change	108	$5K
Lanark Financial, Inc.	0.00%	New	102	$5K
Sittner & Nelson, LLC	0.00%	No change	90	$4K
Graney & King, LLC	0.00%	Add +1.3%	81	$4K
McGuire Capital Advisors Inc.	0.00%	No change	75	$4K
Rothschild Investment LLC	0.00%	Reduce -86.5%	66	$3K
Frazier Financial Advisors, LLC	0.00%	Reduce -13.3%	65	$3K
Nvwm, LLC	0.00%	Add +6.0%	53	$3K
Quaker Wealth Management, LLC	0.00%	No change	48	$2K
Oakworth Capital, Inc.	0.00%	No change	45	$2K
Quadrant Capital Group LLC	0.00%	No change	43	$2K
Lloyd Advisory Services, LLC.	0.00%	New	39	$2K
Kingdom Financial Group LLC.	0.00%	New	39	$2K
Community Financial Services Group, LLC	0.00%	New	37	$2K
NFSG Corp	0.00%	New	29	$1K
DHJJ Financial Advisors, Ltd.	0.00%	No change	16	$782
Harbor Asset Planning, Inc.	0.00%	No change	13	$627
American Capital Advisory, LLC	0.00%	No change	12	$599
Spurstone Advisory Services, LLC	0.00%	Reduce -84.4%	5	$249
Hughes Financial Services, LLC	0.00%	No change	1	$50

"% of holder's portfolio" is VTEB's weight in each manager's 13F, not the share of Vanguard Tax-Exempt Bond ETF the manager owns.