Vanguard Short-Term TipsVTIPETF
13F holders, Q1 2024 (March 31)717holders
2famous investors
$47.96avg. 13F price*
At the end of Q1 2024, 717 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings. The largest holders were Sei Investments Co. ($377.7M), FMR LLC ($358.3M) and Valmark Advisers, Inc. ($257.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $89.5M |
| Exits | 84 | $111.2M |
Ownership 717 holders
| Sei Investments Co. | 0.55% | Add +19.5% | 7,886,588 | $377.7M |
| FMR LLC | 0.02% | Reduce -33.6% | 7,481,521 | $358.3M |
| Valmark Advisers, Inc. | 4.49% | Add +2.8% | 5,376,705 | $257.5M |
| Heritage Wealth Advisors | 10.23% | Add +4.0% | 4,678,658 | $224.1M |
| Morgan Stanley | 0.02% | Reduce -37.5% | 4,165,863 | $199.5M |
| Bank of America Corp. | 0.02% | Reduce -10.6% | 3,910,346 | $187.3M |
| Betterment LLC | 0.43% | Reduce -29.2% | 3,343,267 | $160.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.75% | Add +3.8% | 3,195,453 | $153.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.8% | 2,363,288 | $113.2M |
| Buckingham Strategic Wealth, LLC | 1.12% | Add +13.9% | 2,211,720 | $105.9M |
| Wells Fargo & Company | 0.03% | Reduce -15.0% | 2,090,206 | $100.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.0% | 1,880,165 | $90.0M |
| Alesco Advisors, LLC, An ESL Co | 2.80% | Add +2.1% | 1,777,205 | $85.1M |
| Wealthspire Advisors, LLC | 1.10% | Add +11.0% | 1,726,458 | $82.7M |
| LPL Financial LLC | 0.04% | Reduce -13.7% | 1,592,770 | $76.3M |
| HighTower Advisors, LLC | 0.12% | Reduce -5.5% | 1,570,291 | $75.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -4.0% | 1,512,460 | $72.4M |
| Cambridge Associates LLC /Ma/ | 3.72% | Add +16.9% | 1,452,016 | $69.5M |
| UBS Group AG | 0.02% | Reduce -20.7% | 1,450,799 | $69.5M |
| Franklin Resources Inc. | 0.02% | Add +2.6% | 1,242,257 | $59.5M |
| Corient Private Wealth LP | 0.10% | Add +7.4% | 1,221,132 | $58.5M |
| Klingman & Associates, LLC | 4.17% | Reduce -17.0% | 1,209,631 | $57.9M |
| Satovsky Asset Management LLC | 15.50% | Add +5.0% | 1,106,128 | $53.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -12.5% | 1,052,163 | $50.4M |
| Adventist Health System/ West | 8.32% | No change | 966,530 | $46.3M |
| 1832 Asset Management L.P. | 0.08% | Reduce -0.5% | 916,172 | $43.9M |
| Royal Bank of Canada | 0.01% | Reduce -10.9% | 836,655 | $40.1M |
| Cetera Investment Advisers | 0.09% | Add +249.9% | 804,819 | $38.5M |
| Beaird Harris Wealth Management, LLC | 3.65% | Add +5.9% | 782,616 | $37.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 748,919 | $35.9M |
| True Link Financial Advisors, LLC | 3.41% | Add +17.5% | 743,546 | $35.6M |
| Beacon Capital Management, Inc. | 1.48% | Reduce -47.6% | 740,524 | $35.4M |
| Savant Capital, LLC | 0.40% | Add +52.3% | 731,740 | $35.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -37.7% | 723,467 | $34.6M |
| Assetmark, Inc. | 0.11% | Add +4.9% | 697,173 | $33.4M |
| Studio Investment Management LLC | 7.79% | Add +15.6% | 685,378 | $32.8M |
| Bleakley Financial Group, LLC | 0.91% | Add +8.5% | 657,617 | $31.5M |
| Simplicity Wealth,LLC | 0.75% | New | 657,271 | $31.5M |
| Morningstar Investment Services LLC | 0.34% | Reduce -49.8% | 650,601 | $31.2M |
| Marotta Asset Management | 6.19% | Add +3.1% | 625,020 | $29.9M |
| Efficient Advisors, LLC | 1.86% | Add +2.7% | 603,846 | $28.9M |
| Renaissance Technologies | 0.05% | Add +51.5% | 600,194 | $28.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -17.4% | 583,544 | $28.0M |
| Stifel Financial Corp. | 0.03% | Reduce -15.2% | 561,480 | $26.9M |
| Moller Wealth Partners | 7.25% | Add +3.4% | 558,479 | $26.7M |
| Susquehanna International Group, LLP | 0.04% | Add +220.3% | 541,260 | $25.9M |
| Compton Financial Group, LLC | 8.71% | Add +0.7% | 540,538 | $25.9M |
| Alaska Permanent Capital Management, LLC | 2.01% | Add +8.4% | 540,466 | $25.9M |
| DORVAL Corp | 11.24% | Add +2.4% | 510,032 | $24.3M |
| Schorn Wealth LLC | 9.00% | Add +4.9% | 496,862 | $23.8M |
| Rappaport Reiches Capital Management, LLC | 7.19% | Add +3.1% | 479,441 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -65.2% | 469,376 | $22.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.62% | Add +8.1% | 454,263 | $21.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -40.1% | 450,874 | $21.6M |
| ProVise Management Group, LLC | 1.76% | Reduce -2.8% | 424,907 | $20.3M |
| Flow Traders U.S. LLC | 1.08% | Add +153.8% | 421,347 | $20.2M |
| CoreCap Advisors, LLC | 1.06% | Add +9.0% | 418,604 | $20.0M |
| Evoke Wealth, LLC | 0.59% | New | 415,762 | $19.9M |
| First Hawaiian Bank | 0.61% | Reduce -25.3% | 408,242 | $19.6M |
| Financial Consulate, Inc. | 5.62% | Add +4.9% | 396,823 | $19.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +27.0% | 393,820 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -22.5% | 386,868 | $18.5M |
| Twin Focus Capital Partners, LLC | 3.46% | Add +2.6% | 379,016 | $18.2M |
| Brickley Wealth Management | 4.04% | Add +1.3% | 368,386 | $17.6M |
| Wealthfront Advisers LLC | 0.06% | Add +10.5% | 364,999 | $17.5M |
| Abbrea Capital, LLC | 2.29% | Reduce -5.1% | 363,658 | $17.4M |
| Cerity Partners LLC | 0.04% | Reduce -56.5% | 346,860 | $16.6M |
| Farmers & Merchants Investments Inc. | 0.56% | Reduce -1.0% | 346,686 | $16.6M |
| Focus Partners Advisor Solutions, LLC | 0.48% | Reduce -71.8% | 344,796 | $16.5M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -19.1% | 330,052 | $15.8M |
| Money Design Co.,Ltd. | 0.85% | Add +20.1% | 325,505 | $15.6M |
| Portland Global Advisors LLC | 2.05% | Add +3.0% | 314,558 | $15.1M |
| Executive Wealth Management, LLC | 1.31% | Add +10.5% | 313,577 | $15.0M |
| Cypress Capital, LLC | 3.98% | Reduce -3.0% | 304,208 | $14.6M |
| Creative Planning | 0.02% | Reduce -14.4% | 298,978 | $14.3M |
| Raymond James & Associates | 0.01% | Reduce -12.8% | 285,368 | $13.7M |
| Baron Financial Group, LLC | 8.37% | Reduce -2.0% | 283,373 | $13.6M |
| Fairway Wealth LLC | 9.05% | Add +24.9% | 278,747 | $13.3M |
| Van Strum & Towne Inc. | 4.84% | Reduce -3.0% | 276,536 | $13.2M |
| Gibson Wealth Advisors LLC | 12.57% | — | 272,386 | $13.0M |
| Apella Capital, LLC | 0.66% | Add +10.6% | 271,585 | $13.0M |
| SageView Advisory Group, LLC | 0.65% | New | 50,483 | $13.0M |
| Stratos Investment Management, LLC | 1.26% | Add +4.3% | 268,680 | $12.9M |
| AMG National Trust Bank | 0.37% | Reduce -17.3% | 264,340 | $12.7M |
| Mariner, LLC | 0.03% | Add +7.4% | 255,989 | $12.3M |
| Trust Co. of Vermont | 0.67% | Add +0.1% | 252,756 | $12.1M |
| Truist Financial Corp. | 0.02% | Reduce -0.2% | 252,104 | $12.1M |
| Deane Retirement Strategies, Inc. | 6.12% | Add +9489.3% | 251,528 | $12.0M |
| Bank of Nova Scotia | 0.02% | Add +582.6% | 249,355 | $11.9M |
| Alaska Wealth Advisors, LLC | 1.69% | Add +6.3% | 233,701 | $11.2M |
| Chemistry Wealth Management LLC | 3.01% | Add +1.7% | 233,331 | $11.2M |
| Vectors Research Management, LLC | 3.14% | Add +38.8% | 231,928 | $11.1M |
| Courier Capital LLC | 0.80% | Reduce -7.0% | 230,594 | $11.0M |
| Whitegate Investment Counselors, Inc. | 2.94% | Add +0.2% | 217,975 | $10.4M |
| Eagle Ridge Investment Management | 0.94% | Add +2.1% | 213,467 | $10.2M |
| Atmos Advisory, LLC | 8.18% | Reduce -1.8% | 213,232 | $10.2M |
| MML Investors Services, LLC | 0.04% | Reduce -5.3% | 212,648 | $10.2M |
| Lifeworks Advisors, LLC | 2.84% | Add +4.6% | 211,805 | $10.1M |
| LPWM LLC | 3.60% | Add +2.1% | 205,655 | $9.8M |
| Axxcess Wealth Management, LLC | 0.28% | Reduce -12.6% | 204,767 | $9.8M |
| Asset Allocation Strategies LLC | 3.45% | Add +1.9% | 204,151 | $9.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +8.0% | 203,127 | $9.7M |
| Capital Asset Advisory Services LLC | 0.55% | Reduce -11.5% | 202,152 | $9.7M |
| Cresset Asset Management, LLC | 0.05% | Reduce -16.0% | 197,676 | $9.5M |
| Northwest Wealth Management, LLC | 2.57% | Reduce -7.0% | 195,515 | $9.4M |
| North Star Investment Management Corp. | 0.66% | Reduce -8.9% | 192,084 | $9.2M |
| Tilson Financial Group, Inc. | 4.88% | Add +2.3% | 189,676 | $9.1M |
| Roberts Glore & Co. Inc. | 2.67% | Add +2.1% | 186,082 | $8.9M |
| Jane Street Group, LLC | 0.01% | Reduce -38.4% | 185,947 | $8.9M |
| Pasadena Private Wealth, LLC | 2.00% | Add +4.3% | 181,900 | $8.7M |
| Advisory Services Network, LLC | 0.19% | Reduce -5.1% | 181,642 | $8.7M |
| Apollon Wealth Management, LLC | 0.27% | Reduce -45.7% | 177,013 | $8.5M |
| Cherry Tree Wealth Management, LLC | 2.11% | Reduce -1.8% | 175,596 | $8.4M |
| Perigon Wealth Management, LLC | 0.25% | Add +7.9% | 175,277 | $8.4M |
| Hart & Patterson Financial Group LLC | 4.16% | Reduce -0.2% | 175,235 | $8.4M |
| Captrust Financial Advisors | 0.03% | Add +59.2% | 171,587 | $8.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.96% | Reduce -54.5% | 168,790 | $8.1M |
| Jeppson Wealth Management, LLC | 3.09% | Reduce -1.9% | 166,196 | $8.0M |
| Archvest Wealth Advisors, Inc. | 5.57% | Reduce -7.9% | 164,929 | $7.9M |
| Equitable Holdings, Inc. | 0.09% | Add +6.7% | 159,786 | $7.7M |
| Sofi Wealth, LLC | 0.71% | Add +9.6% | 158,503 | $7.6M |
| New York Life Investment Management LLC | 0.07% | Add +2191.2% | 154,859 | $7.4M |
| Boston Family Office LLC | 0.53% | Reduce -1.7% | 154,643 | $7.4M |
| Graves Light Lenhart Wealth, Inc. | 0.85% | Reduce -0.5% | 152,496 | $7.3M |
| Burton Enright Welch | 1.76% | New | 152,455 | $7.3M |
| Colorado Capital Management, Inc. | 4.21% | Add +1.8% | 152,039 | $7.3M |
| Destiny Wealth Partners, LLC | 1.28% | Reduce -9.1% | 149,403 | $7.2M |
| Roble, Belko & Company, Inc | 1.23% | Reduce -6.2% | 149,095 | $7.1M |
| TrueWealth Financial Partners | 4.88% | Add +2.7% | 145,315 | $7.0M |
| Kohmann Bosshard Financial Services, LLC | 0.97% | Reduce -21.5% | 144,960 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.5% | 144,687 | $6.9M |
| Magnus Financial Group LLC | 0.82% | Add +6.0% | 143,312 | $6.9M |
| Wolf Group Capital Advisors | 3.21% | No change | 142,425 | $6.8M |
| Timber Creek Capital Management LLC | 2.04% | Reduce -1.1% | 136,144 | $6.5M |
| Gradient Capital Advisors, LLC | 2.39% | Add +5.2% | 135,979 | $6.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -3.1% | 134,902 | $6.5M |
| Almanack Investment Partners, LLC. | 1.07% | Add +222.6% | 131,360 | $6.3M |
| Clarity Capital Advisors, LLC | 5.00% | Reduce -0.0% | 130,969 | $6.3M |
| Sovereign Financial Group, Inc. | 1.66% | Reduce -1.1% | 130,610 | $6.3M |
| Banco Santander, S.A. | 0.08% | No change | 130,387 | $6.2M |
| Nova R Wealth, Inc. | 3.25% | Add +9.4% | 130,073 | $6.2M |
| US Bancorp \de | 0.01% | Reduce -5.5% | 129,029 | $6.2M |
| Phillips Financial Management, LLC | 0.50% | Add +1.4% | 128,667 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +76.4% | 127,905 | $6.1M |
| Brookstone Capital Management | 0.11% | Add +7.2% | 127,888 | $6.1M |
| Fiduciary Trust Co | 0.09% | Reduce -7.8% | 127,759 | $6.1M |
| North Ridge Wealth Advisors, Inc. | 4.69% | Add +8.0% | 126,267 | $6.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -20.8% | 122,690 | $5.9M |
| Peirce Capital Management, LLC | 3.18% | Add +8.7% | 120,949 | $5.8M |
| Prudential Financial Inc. | 0.01% | Add +12.2% | 120,808 | $5.8M |
| Evermay Wealth Management LLC | 0.87% | New | 120,333 | $5.8M |
| Gould Asset Management LLC | 1.33% | Reduce -3.8% | 115,076 | $5.5M |
| Emprise Bank | 3.69% | — | 114,390 | $5.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.6% | 112,476 | $5.4M |
| Florin Court Capital LLP | 4.63% | Add +31.1% | 112,200 | $5.4M |
| Atria Investments, Inc | 0.07% | Reduce -9.1% | 111,844 | $5.4M |
| EPG Wealth Management LLC | 1.30% | Reduce -6.0% | 111,255 | $5.3M |
| FIDELIS iM, LLC | 2.66% | Add +7.8% | 110,666 | $5.3M |
| Lutz Financial Services LLC | 0.46% | Add +4.5% | 109,817 | $5.3M |
| Scotia Capital Inc. | 0.03% | Add +1.9% | 109,211 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.4% | 108,510 | $5.2M |
| Mayport, LLC | 1.96% | Add +9.1% | 107,199 | $5.1M |
| Certified Advisory Corp | 0.71% | Add +1.8% | 106,751 | $5.1M |
| Ethos Financial Group, LLC | 0.97% | Add +5.8% | 106,204 | $5.1M |
| Essential Planning, LLC. | 2.48% | Add +0.3% | 104,140 | $4.9M |
| Passive Capital Management, LLC. | 1.91% | Add +13.1% | 102,058 | $4.9M |
| Sepio Capital, LP | 0.41% | Add +0.9% | 99,888 | $4.8M |
| Thompson Siegel & Walmsley LLC | 0.07% | Reduce -0.1% | 99,066 | $4.7M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +0.8% | 98,344 | $4.7M |
| Austin Asset Management Co Inc | 1.03% | Add +9.2% | 98,026 | $4.7M |
| White Lighthouse Investment Management Inc. | 0.92% | Add +41.8% | 94,923 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 94,134 | $4.5M |
| Leuthold Group, LLC | 0.51% | Add +5.6% | 93,639 | $4.5M |
| Cornerstone Advisors Asset Management, LLC | 1.57% | Add +4.9% | 93,472 | $4.5M |
| Rehmann Capital Advisory Group | 0.33% | Add +7.6% | 93,088 | $4.5M |
| Family CFO Inc | 2.75% | Reduce -9.3% | 92,737 | $4.4M |
| American Trust | 0.36% | Reduce -88.8% | 9,129 | $4.4M |
| Meritas Wealth Management, LLC | 2.95% | Reduce -1.2% | 88,456 | $4.2M |
| Hutchinson Capital Management | 0.85% | No change | 87,718 | $4.2M |
| FirstPurpose Wealth LLC | 1.51% | Add +11.3% | 87,300 | $4.2M |
| Lido Advisors, LLC | 0.04% | Add +62.4% | 86,450 | $4.1M |
| Schechter Investment Advisors, LLC | 0.31% | Reduce -0.9% | 86,050 | $4.1M |
| Cardiff Park Advisors, LLC | 0.39% | Reduce -4.8% | 85,754 | $4.1M |
| Family Wealth Partners, LLC | 2.32% | Add +47.5% | 85,323 | $4.1M |
| Eagle Bay Advisors LLC | 2.57% | Add +2.9% | 85,068 | $4.1M |
| Anderson Hoagland & Co. | 0.46% | Reduce -0.4% | 85,005 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -1.3% | 84,549 | $4.0M |
| Heritage Trust Co | 0.54% | Reduce -3.9% | 83,838 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -11.3% | 81,740 | $3.9M |
| Webster Bank, N. A. | 0.43% | Reduce -3.9% | 80,928 | $3.9M |
| West Paces Advisors Inc. | 1.01% | Add +17.3% | 79,723 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -4.2% | 79,628 | $3.8M |
| RAM Investment Partners, LLC | 1.19% | Add +4.2% | 78,989 | $3.8M |
| One Degree Advisors Inc | 1.88% | Reduce -19.1% | 78,959 | $3.8M |
| Ritholtz Wealth Management | 0.13% | Reduce -7.1% | 77,157 | $3.7M |
| SJS Investment Consulting Inc. | 0.73% | Add +29.7% | 76,734 | $3.7M |
| Altiora Financial Group, LLC | 1.00% | Add +13.6% | 76,661 | $3.7M |
| Seven Post Investment Office LP | 0.89% | Reduce -0.6% | 75,956 | $3.6M |
| Total Wealth Planning, LLC | 0.61% | Reduce -3.8% | 74,320 | $3.6M |
| Private Wealth Management Group, LLC | 1.61% | Reduce -17.8% | 74,134 | $3.6M |
| C M Bidwell & Associates Ltd. | 2.40% | Reduce -0.3% | 73,494 | $3.5M |
| Spire Wealth Management | 0.06% | Add +11.2% | 72,772 | $3.5M |
| Conrad Siegel Investment Advisors, Inc. | 0.99% | Add +3.2% | 70,536 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -49.9% | 70,315 | $3.4M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -9.6% | 69,554 | $3.3M |
| GenTrust, LLC | 0.20% | Reduce -33.2% | 68,619 | $3.3M |
| Mather Group, Llc. | 0.05% | Reduce -1.6% | 68,905 | $3.3M |
| First American Trust, FSB | 0.34% | Add +62.0% | 68,073 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -13.1% | 67,520 | $3.2M |
| Cornerstone National Bank & Trust Co | 1.63% | Add +1.9% | 67,464 | $3.2M |
| Principal Securities, Inc. | 0.10% | Add +12.2% | 65,414 | $3.1M |
| Waverly Advisors, LLC | 0.07% | Add +70.3% | 65,173 | $3.1M |
| JT Stratford LLC | 0.62% | Reduce -13.8% | 64,985 | $3.1M |
| Comerica Bank | 0.01% | Add +12.1% | 64,240 | $3.1M |
| Performance Wealth Partners, LLC | 0.13% | Reduce -12.1% | 63,859 | $3.1M |
| Rinkey Investments | 1.11% | Add +0.1% | 63,838 | $3.1M |
| Israel Discount Bank of New York | 3.64% | Reduce -29.7% | 60,958 | $2.9M |
| Retirement Planning Group, LLC | 0.22% | Add +147.5% | 60,827 | $2.9M |
| Roundview Capital LLC | 0.24% | Reduce -2.3% | 60,409 | $2.9M |
| Golden Road Advisors LLC | 2.40% | Reduce -25.0% | 60,311 | $2.9M |
| Shira Ridge Wealth Management | 1.65% | Reduce -15.7% | 60,075 | $2.9M |
| Sage Rhino Capital LLC | 0.67% | Add +13.7% | 59,633 | $2.9M |
| Apriem Advisors | 0.36% | Reduce -3.7% | 59,133 | $2.8M |
| JMG Financial Group, Ltd. | 0.11% | Reduce -26.3% | 58,442 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -43.9% | 58,228 | $2.8M |
| Boston Standard Wealth Management, LLC | 0.63% | Reduce -24.8% | 57,945 | $2.8M |
| Hurlow Wealth Management Group, Inc. | 0.98% | Add +7.1% | 57,686 | $2.8M |
| Motley Fool Wealth Management, LLC | 0.14% | Add +8.5% | 57,025 | $2.7M |
| Pine Harbor Wealth Management, LLC | 1.71% | Reduce -61.1% | 56,610 | $2.7M |
| Disciplined Investments, LLC | 1.48% | Reduce -2.4% | 56,518 | $2.7M |
| Morningstar Investment Management LLC | 0.29% | Reduce -30.9% | 56,437 | $2.7M |
| D. Scott Neal, Inc. | 1.76% | No change | 56,296 | $2.7M |
| Monarch Capital Management Inc. | 0.76% | Add +1.1% | 55,997 | $2.7M |
| TAP Consulting, LLC | 0.59% | Reduce -52.9% | 55,840 | $2.7M |
| Connable Office Inc. | 0.30% | No change | 55,578 | $2.7M |
| Secure Asset Management, LLC | 0.62% | Add +5.4% | 55,438 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -34.5% | 55,399 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +3.1% | 54,781 | $2.6M |
| Dravo Bay LLC | 1.56% | Add +14.7% | 54,767 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -61.0% | 54,729 | $2.6M |
| Sensible Financial Planning & Management, LLC. | 0.57% | Reduce -2.4% | 53,652 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.4% | 53,486 | $2.6M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -41.3% | 52,776 | $2.5M |
| Chicago Partners Investment Group LLC | 0.11% | Add +0.7% | 52,491 | $2.5M |
| OneAscent Financial Services LLC | 0.27% | Reduce -2.8% | 51,643 | $2.5M |
| Mraz, Amerine & Associates, Inc. | 0.47% | Reduce -15.6% | 51,530 | $2.5M |
| Global Endowment Management, LP | 0.25% | No change | 50,000 | $2.4M |
| Cranbrook Wealth Management, LLC | 0.60% | Reduce -7.0% | 49,552 | $2.4M |
| Advisory Alpha, LLC | 0.09% | Reduce -13.9% | 48,093 | $2.3M |
| Focus Financial Network, Inc. | 0.11% | — | 47,816 | $2.3M |
| Bank of Montreal | 0.00% | New | 47,005 | $2.3M |
| Level Financial Advisors | 1.02% | Reduce -7.0% | 46,742 | $2.2M |
| Fulton Bank, N.A. | 0.09% | Add +106.1% | 46,668 | $2.2M |
| BBR Partners, LLC | 0.18% | No change | 46,632 | $2.2M |
| Maryland Capital Advisors Inc. | 1.37% | Add +7.2% | 46,250 | $2.2M |
| Equity Investment Corp. | 0.06% | Reduce -0.7% | 46,078 | $2.2M |
| Arbor Investment Advisors, LLC | 0.32% | Add +0.5% | 46,038 | $2.2M |
| Squire Investment Management Company, LLC | 1.38% | Add +23.5% | 45,730 | $2.2M |
| Sharper & Granite LLC | 1.05% | Add +5.6% | 45,209 | $2.2M |
| Silver Oak Advisory Group, Inc. | 1.21% | Add +0.8% | 44,944 | $2.2M |
| Legacy Financial Group, Inc. | 0.85% | Reduce -4.4% | 44,946 | $2.2M |
| L. Roy Papp & Associates, LLP | 0.26% | Reduce -9.8% | 44,911 | $2.2M |
| Glenview Trust Co | 0.05% | Add +2.8% | 44,853 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.85% | Reduce -10.9% | 44,401 | $2.1M |
| Veery Capital, LLC | 0.86% | Add +9.0% | 43,749 | $2.1M |
| CGN Advisors LLC | 0.26% | Reduce -7.8% | 43,128 | $2.1M |
| GoalFusion Wealth Management, LLC | 1.31% | Reduce -6.8% | 43,086 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +181.4% | 43,066 | $2.1M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -10.4% | 42,949 | $2.1M |
| Round Rock Advisors LLC | 0.49% | Reduce -16.4% | 42,935 | $2.1M |
| Staley Capital Advisers Inc. | 0.10% | Reduce -37.8% | 42,850 | $2.1M |
| Liberty Capital Management, Inc. | 0.50% | Reduce -10.3% | 42,066 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.5% | 42,010 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -19.1% | 41,885 | $2.0M |
| Lodestar Private Asset Management LLC | 0.28% | Add +2.7% | 41,592 | $2.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -16.9% | 41,540 | $2.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.39% | Reduce -15.1% | 41,392 | $2.0M |
| Breakwater Capital Group | 0.49% | Add +138.4% | 40,940 | $2.0M |
| Breakwater Investment Management | 0.90% | — | 40,788 | $2.0M |
| Ifrah Financial Services, Inc. | 0.55% | Add +2.4% | 40,607 | $1.9M |
| Red Lighthouse Investment Management, LLC | 0.78% | Reduce -3.0% | 40,487 | $1.9M |
| Hanover Advisors Inc. | 0.81% | Add +15.3% | 40,259 | $1.9M |
| Zeit Capital LLC | 1.54% | Add +17.4% | 39,873 | $1.9M |
| Plum Street Advisors, LLC | 0.96% | Reduce -2.2% | 38,335 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.60% | Reduce -16.3% | 39,123 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -47.9% | 38,913 | $1.9M |
| Farrell Financial LLC | 1.53% | Add +12.1% | 38,912 | $1.9M |
| WNY Asset Management, LLC | 0.28% | Reduce -45.0% | 38,905 | $1.9M |
| Earned Wealth Advisors, LLC | 0.71% | Add +46.3% | 38,757 | $1.9M |
| Northstar Group, Inc. | 0.38% | Reduce -11.7% | 38,516 | $1.8M |
| Capital Analysts, LLC | 0.09% | Reduce -1.7% | 38,358 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 38,078 | $1.8M |
| Fortune Financial Advisors, LLC | 1.16% | Add +16.7% | 37,937 | $1.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +56.4% | 37,138 | $1.8M |
| Birchcreek Wealth Management, LLC | 0.93% | Add +5.5% | 36,913 | $1.8M |
| ARK & TLK Investments, LLC | 0.69% | Add +11.4% | 36,692 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +14.6% | 36,432 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +2.1% | 36,126 | $1.7M |
| SWAN Capital LLC | 0.98% | Add +23.5% | 36,049 | $1.7M |
| Aerodigm Wealth, LLC | 0.70% | Reduce -35.9% | 35,968 | $1.7M |
| AA Financial Advisors, LLC | 0.69% | Reduce -5.4% | 35,818 | $1.7M |
| Modera Wealth Management, LLC | 0.03% | Add +46.1% | 35,787 | $1.7M |
| Nepc LLC | 0.06% | No change | 35,604 | $1.7M |
| TD Private Client Wealth LLC | 0.06% | Add +18.0% | 35,449 | $1.7M |
| Bulltick Wealth Management, LLC | 0.35% | Add +45.7% | 34,851 | $1.7M |
| Independent Financial Group, LLC | 0.08% | Reduce -10.5% | 34,752 | $1.7M |
| Rede Wealth, LLC | 0.70% | Add +34.5% | 34,692 | $1.7M |
| ArchPoint Investors | 0.70% | No change | 34,614 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.09% | Add +0.5% | 34,544 | $1.7M |
| Lodestone Wealth Management LLC | 0.86% | Reduce -0.3% | 34,327 | $1.6M |
| Curran Financial Partners, LLC | 0.57% | Add +11.2% | 34,320 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.22% | Reduce -12.6% | 33,998 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -88.1% | 33,436 | $1.6M |
| Sterling Financial Planning, Inc. | 0.63% | Add +10.8% | 32,357 | $1.5M |
| One Wealth Map LLC | 1.02% | Reduce -17.0% | 32,369 | $1.5M |
| Larson Financial Group LLC | 0.12% | Reduce -7.2% | 32,147 | $1.5M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -24.9% | 32,039 | $1.5M |
| S.A. Mason LLC | 0.92% | Add +0.5% | 31,965 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.5% | 31,940 | $1.5M |
| Tranquilli Financial Advisor LLC | 1.02% | Reduce -37.2% | 31,822 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -9.5% | 31,618 | $1.5M |
| Financial Counselors Inc. | 0.03% | Reduce -43.7% | 30,979 | $1.5M |
| HRT Financial LP | 0.01% | New | 30,986 | $1.5M |
| Sage Capital Management, LLC | 0.80% | No change | 30,861 | $1.5M |
| Creative Financial Designs Inc. | 0.14% | Reduce -14.3% | 30,736 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.55% | Add +4.8% | 30,730 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.2% | 30,626 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -64.6% | 30,597 | $1.5M |
| FDx Advisors, Inc. | 0.22% | Reduce -8.0% | 29,720 | $1.4M |
| Aries Wealth Management | 0.45% | Reduce -2.0% | 29,335 | $1.4M |
| Brown Wealth Management, LLC | 0.58% | Reduce -65.2% | 29,126 | $1.4M |
| OMNI 360 Wealth, Inc. | 1.15% | Add +24.2% | 29,074 | $1.4M |
| Lincoln National Corp. | 0.02% | Reduce -11.6% | 28,850 | $1.4M |
| Wesbanco Bank Inc. | 0.05% | Reduce -21.8% | 28,723 | $1.4M |
| Titan Global Capital Management USA LLC | 0.21% | Add +25.7% | 28,403 | $1.4M |
| Successful Portfolios LLC | 0.92% | Reduce -7.8% | 28,245 | $1.4M |
| Washington Trust Bank | 0.12% | Add +1.2% | 27,132 | $1.3M |
| Continuum Advisory, LLC | 0.19% | Reduce -1.1% | 26,706 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +18.3% | 26,204 | $1.3M |
| Essex Financial Services, Inc. | 0.11% | Reduce -0.9% | 25,510 | $1.2M |
| Jackson Thornton Wealth Management, LLC | 0.21% | Add +167.8% | 25,504 | $1.2M |
| Lakewood Asset Management LLC | 0.83% | Reduce -3.9% | 25,484 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -18.3% | 25,001 | $1.2M |
| Choreo, LLC | 0.03% | Reduce -57.9% | 24,553 | $1.2M |
| Jackson Hole Capital Partners, LLC | 0.27% | No change | 24,520 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +95.1% | 24,796 | $1.2M |
| Mustard Seed Financial, LLC | 1.15% | Reduce -7.0% | 24,164 | $1.2M |
| Vima LLC | 1.32% | Add +18.1% | 23,910 | $1.1M |
| Graypoint LLC | 0.08% | Add +14.9% | 23,871 | $1.1M |
| Mutual Advisors, LLC | 0.04% | Add +5.7% | 23,857 | $1.1M |
| SVB Wealth LLC | 0.03% | No change | 23,842 | $1.1M |
| Ledyard National Bank | 0.11% | Reduce -5.8% | 23,790 | $1.1M |
| Yeomans Consulting Group, Inc. | 0.49% | Reduce -50.2% | 23,367 | $1.1M |
| Maltin Wealth Management, Inc. | 0.63% | Add +2.2% | 23,297 | $1.1M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -2.3% | 23,238 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +33.5% | 22,826 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +40.1% | 22,811 | $1.1M |
| Summit Global Investments | 0.08% | Add +8.4% | 22,711 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +1.2% | 22,425 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -13.4% | 22,387 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.28% | Add +8.1% | 22,369 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -9.1% | 22,336 | $1.1M |
| Avion Wealth | 0.29% | Reduce -36.3% | 22,227 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -60.5% | 22,054 | $1.1M |
| Clearbridge Investments, LLC | 0.00% | Reduce -21.4% | 22,000 | $1.1M |
| Barclays PLC | 0.00% | Reduce -0.2% | 21,800 | $1.0M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -4.4% | 21,509 | $1.0M |
| PFG Advisors | 0.08% | Add +2.3% | 21,481 | $1.0M |
| Cahill Financial Advisors Inc. | 0.14% | Reduce -2.4% | 21,462 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -40.6% | 21,164 | $1.0M |
| FC Advisory LLC | 0.37% | Add +14.0% | 21,113 | $1.0M |
| SimpliFi, Inc. | 0.45% | Reduce -88.6% | 20,605 | $987K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +14.2% | 20,528 | $983K |
| Cedar Wealth Management, LLC | 0.32% | Add +0.7% | 20,297 | $972K |
| ETF Store, Inc. | 0.55% | Add +1.7% | 20,268 | $971K |
| Summit Financial, LLC | 0.06% | New | 19,874 | $952K |
| Arlington Financial Advisors, LLC | 0.21% | Add +48.7% | 19,825 | $949K |
| Alps Advisors Inc. | 0.01% | Reduce -0.7% | 19,808 | $949K |
| Private Trust Co. NA | 0.10% | Reduce -9.1% | 19,582 | $938K |
| Pathstone Holdings, LLC | 0.00% | No change | 19,565 | $937K |
| Prostatis Group LLC | 0.35% | Add +16.0% | 19,485 | $933K |
| AdvisorNet Financial, Inc | 0.09% | Reduce -43.5% | 19,271 | $923K |
| CIBC Private Wealth Group LLC | 0.00% | New | 19,277 | $921K |
| Nikulski Financial, Inc. | 0.30% | Reduce -3.2% | 19,158 | $917K |
| Relative Value Partners Group, LLC | 0.06% | Reduce -17.1% | 19,134 | $913K |
| Unison Advisors LLC | 0.09% | Add +6.2% | 18,551 | $888K |
| Leeward Financial Partners, LLC | 0.37% | No change | 18,450 | $884K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -59.7% | 18,437 | $883K |
| Headinvest, LLC | 0.17% | Reduce -3.6% | 18,380 | $880K |
| Somerset Group LLC | 0.83% | Reduce -37.0% | 18,375 | $880K |
| Legacy PCG, LLC | 0.55% | Reduce -38.3% | 18,203 | $872K |
| Hemington Wealth Management | 0.31% | Reduce -1.1% | 18,138 | $869K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -94.7% | 17,848 | $855K |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -33.5% | 17,767 | $851K |
| Independent Wealth Network Inc. | 0.40% | Add +8.3% | 17,743 | $850K |
| Northeast Investment Management | 0.04% | Reduce -9.4% | 17,710 | $848K |
| Stone Summit Wealth LLC | 0.29% | Reduce -30.3% | 17,544 | $840K |
| SignalPoint Asset Management, LLC | 0.23% | New | 17,520 | $839K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -50.2% | 17,464 | $836K |
| Center For Asset Management LLC | 0.68% | Add +6.9% | 17,320 | $829K |
| Evergreen Capital Management LLC | 0.03% | Reduce -21.1% | 17,281 | $828K |
| Mgo One Seven LLC | 0.04% | Add +7.7% | 17,215 | $824K |
| AllSquare Wealth Management LLC | 0.48% | Reduce -1.1% | 17,166 | $822K |
| Black Diamond Financial, LLC | 0.22% | No change | 17,031 | $809K |
| McKinley Capital Management LLC | 0.10% | Add +0.5% | 16,683 | $799K |
| NorthRock Partners, LLC | 0.03% | Reduce -41.6% | 16,393 | $785K |
| Synovus Financial Corp. | 0.01% | Reduce -3.9% | 16,259 | $779K |
| Level Four Advisory Services, LLC | 0.04% | No change | 16,357 | $777K |
| Tilia Fiduciary Partners, Inc. | 0.62% | Reduce -10.7% | 16,009 | $767K |
| Kraft Asset Management, LLC | 0.61% | Reduce -0.6% | 15,741 | $754K |
| Sentinel Pension Advisors, LLC | 0.16% | Reduce -17.6% | 15,688 | $751K |
| Crabel Capital Management, LLC | 0.65% | Reduce -32.2% | 15,685 | $751K |
| Merriman Wealth Management, LLC | 0.03% | Add +15.8% | 15,553 | $745K |
| Flputnam Investment Management Co. | 0.02% | Reduce -61.0% | 15,457 | $740K |
| Jmac Enterprises LLC | 0.13% | Add +0.3% | 14,990 | $718K |
| Columbus Macro, LLC | 0.27% | Add +1.9% | 14,963 | $717K |
| StoneX Group Inc. | 0.06% | Reduce -12.8% | 14,921 | $715K |
| Caldwell Trust Co | 0.08% | Reduce -58.1% | 14,910 | $714K |
| HBW Advisory Services LLC | 0.13% | No change | 14,845 | $705K |
| Laurel Wealth Advisors LLC | 0.12% | Reduce -0.7% | 14,635 | $701K |
| Moser Wealth Advisors, LLC | 0.39% | Add +9.0% | 14,600 | $699K |
| Blair William & Co. | 0.00% | Add +4.5% | 14,547 | $697K |
| AE Wealth Management LLC | 0.01% | Reduce -84.0% | 14,417 | $690K |
| Physician Wealth Solutions Inc. | 0.58% | Reduce -23.0% | 14,414 | $690K |
| New Millennium Group LLC | 0.51% | Reduce -0.6% | 14,135 | $677K |
| Willow Creek Wealth Management Inc. | 0.08% | Reduce -0.7% | 14,099 | $675K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -6.0% | 14,026 | $672K |
| American Investment Services, Inc. | 0.12% | Reduce -46.4% | 13,898 | $666K |
| Harbour Investments, Inc. | 0.02% | Reduce -37.9% | 13,898 | $666K |
| Coston, McIsaac & Partners | 0.21% | Add +7.7% | 13,600 | $651K |
| McElhenny Sheffield Capital Management, LLC | 0.23% | No change | 13,442 | $644K |
| Private Harbour Investment Management & Counsel, LLC | 0.68% | Reduce -5.4% | 13,170 | $631K |
| Cypress Wealth Services, LLC | 0.15% | Reduce -16.0% | 13,110 | $628K |
| Private Ocean, LLC | 0.07% | Add +12.1% | 13,105 | $628K |
| BIP Wealth, LLC | 0.05% | Add +0.6% | 13,076 | $626K |
| Addison Advisors LLC | 0.21% | Reduce -23.3% | 13,055 | $625K |
| Arkos Global Advisors | 0.10% | Reduce -19.1% | 13,047 | $625K |
| Mathes Company, Inc. | 0.24% | No change | 13,000 | $623K |
| Lam Group, Inc. | 0.50% | Reduce -28.3% | 12,835 | $615K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -11.5% | 12,698 | $608K |
| Secured Retirement Advisors, LLC | 0.51% | Add +21.3% | 12,477 | $598K |
| Integrated Advisors Network LLC | 0.03% | Add +15.1% | 12,425 | $595K |
| Fortis Capital Advisors, LLC | 0.25% | Reduce -10.6% | 12,278 | $588K |
| Belpointe Asset Management LLC | 0.04% | Reduce -10.6% | 12,278 | $588K |
| Robinswood Financial LLC | 0.25% | Reduce -37.8% | 12,184 | $582K |
| Southland Equity Partners LLC | 0.16% | Add +1.1% | 12,060 | $578K |
| Financial Advocates Investment Management | 0.03% | Reduce -0.4% | 12,037 | $576K |
| Ategra Capital Management, LLC | 0.26% | No change | 11,849 | $567K |
| SkyOak Wealth, LLC | 0.14% | Reduce -0.3% | 11,795 | $565K |
| Cedar Brook Financial Partners, LLC | 0.11% | Add +5.9% | 11,630 | $557K |
| Pettyjohn, Wood & White, Inc. | 0.11% | Reduce -1.3% | 11,505 | $551K |
| Snowden Capital Advisors LLC | 0.02% | New | 11,504 | $551K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +35.5% | 11,431 | $547K |
| Towneley Capital Management, Inc / DE | 0.13% | No change | 11,399 | $546K |
| Root Financial Partners, LLC | 0.16% | Reduce -3.6% | 11,208 | $537K |
| Hendershot Investments Inc. | 0.08% | No change | 11,176 | $535K |
| FineMark National Bank & Trust | 0.02% | Add +4.8% | 11,126 | $533K |
| Embree Financial Group | 0.10% | Reduce -28.4% | 11,005 | $527K |
| Petix & Botte Co | 0.13% | Add +14.0% | 10,975 | $526K |
| Shayne & Jacobs, LLC | 0.14% | No change | 10,950 | $524K |
| Matrix Private Capital Group LLC | 0.35% | Reduce -18.2% | 10,860 | $520K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -6.9% | 10,593 | $507K |
| Main Street Group, LTD | 0.24% | Reduce -4.4% | 10,460 | $500K |
| Ballentine Partners, LLC | 0.01% | No change | 10,340 | $495K |
| Composition Wealth, LLC | 0.01% | Reduce -6.6% | 10,325 | $494K |
| New Potomac Partners, LLC | 0.27% | Add +2.0% | 10,300 | $493K |
| Wealth Group, Ltd. | 0.37% | — | 10,232 | $490K |
| Johnson Bixby & Associates, LLC | 0.08% | Reduce -42.3% | 10,191 | $488K |
| Flagstar Securities, Inc. | 0.14% | No change | 10,160 | $487K |
| Rosenberg Matthew Hamilton | 0.14% | Reduce -17.3% | 10,131 | $484K |
| Dakota Wealth Management | 0.01% | Reduce -6.5% | 10,090 | $483K |
| Evanson Asset Management, LLC | 0.04% | No change | 10,059 | $482K |
| Marex Group Ltd | 0.02% | New | 10,000 | $479K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.22% | Reduce -84.5% | 9,959 | $478K |
| Armstrong Advisory Group, Inc. | 0.05% | No change | 9,895 | $470K |
| Raymond James Trust N.A. | 0.01% | Reduce -68.9% | 9,808 | $470K |
| Advisors Asset Management, Inc. | 0.01% | Add +6.3% | 9,750 | $467K |
| LaSalle St. Investment Advisors, LLC | 0.26% | Add +32.4% | 9,732 | $466K |
| Intellectus Partners, LLC | 0.12% | Reduce -4.9% | 9,730 | $466K |
| Sandy Spring Bank | 0.02% | Add +0.1% | 9,626 | $461K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.5% | 9,569 | $458K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +5.0% | 9,449 | $453K |
| Oak Harvest Investment Services | 0.07% | Add +13.7% | 9,426 | $451K |
| StrongBox Wealth, LLC | 0.24% | Reduce -53.6% | 9,337 | $447K |
| Avior Wealth Management, LLC | 0.02% | Reduce -44.4% | 9,331 | $447K |
| First Horizon Advisors, Inc. | 0.01% | Add +12.9% | 9,262 | $444K |
| WealthPLAN Partners, LLC | 0.05% | No change | 9,236 | $442K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -60.7% | 9,189 | $440K |
| Wbi Investments, LLC | 0.09% | Reduce -32.9% | 9,130 | $437K |
| UMB Bank, n.a. | 0.01% | No change | 9,033 | $433K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -6.9% | 9,036 | $432K |
| Arkadios Wealth Advisors | 0.03% | Add +0.3% | 9,005 | $431K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -29.3% | 8,999 | $431K |
| GeoWealth Management, LLC | 0.02% | Add +13633.9% | 8,927 | $428K |
| Shared Vision Wealth Group LLC | 0.27% | No change | 8,885 | $426K |
| Angeles Wealth Management, LLC | 0.04% | Add +59.6% | 8,833 | $423K |
| Ameraudi Asset Management, Inc. | 0.20% | Reduce -90.9% | 8,800 | $421K |
| Fortis Capital Management LLC | 0.11% | Reduce -20.3% | 8,703 | $417K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -32.4% | 8,602 | $412K |
| Windham Capital Management, LLC | 0.32% | Reduce -93.4% | 8,598 | $412K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -78.5% | 8,534 | $409K |
| Martel Wealth Advisors LLC | 0.09% | Add +0.7% | 8,527 | $408K |
| Five Oceans Advisors | 0.21% | Reduce -7.0% | 8,490 | $407K |
| Raffa Wealth Management, LLC | 0.12% | No change | 8,406 | $403K |
| Financial Architects, LLC | 0.27% | Add +0.8% | 8,090 | $387K |
| Wellington Shields & Co., LLC | 0.13% | No change | 8,000 | $383K |
| Moneco Advisors, LLC | 0.06% | Reduce -5.6% | 7,828 | $375K |
| United Capital Financial Advisors, LLC | 0.00% | Add +36.9% | 7,637 | $366K |
| Topel & Distasi Wealth Management, LLC | 0.16% | Add +1.5% | 7,600 | $364K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 7,500 | $359K |
| Brighton Jones LLC | 0.01% | Reduce -21.3% | 7,435 | $356K |
| Strategic Investment Advisors / MI | 0.04% | Add +6.3% | 7,318 | $350K |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 7,298 | $349K |
| Smith, Moore & Co. | 0.04% | Reduce -9.7% | 7,142 | $342K |
| Good Life Advisors, LLC | 0.03% | Add +44.9% | 7,141 | $342K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 7,117 | $341K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,989 | $335K |
| Arbor Wealth Advisors LLC | 0.31% | No change | 6,950 | $333K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -0.2% | 6,936 | $332K |
| First Interstate Bank | 0.02% | Reduce -37.0% | 6,815 | $326K |
| Signal Advisors Wealth, LLC | 0.08% | New | 6,811 | $326K |
| McLean Asset Management Corp | 0.11% | Add +0.7% | 6,768 | $324K |
| Verus Financial Partners, Inc. | 0.04% | Reduce -33.2% | 6,679 | $320K |
| Thrive Capital Management, LLC | 0.17% | Reduce -30.3% | 6,606 | $316K |
| Merit Financial Group, LLC | 0.01% | New | 6,551 | $315K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -11.0% | 6,569 | $315K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.1% | 6,554 | $314K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.9% | 6,513 | $312K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 6,424 | $308K |
| Barry Investment Advisors, LLC | 0.10% | Reduce -6.5% | 6,376 | $305K |
| Grand Wealth Management, LLC | 0.14% | Reduce -50.9% | 6,293 | $301K |
| PBMares Wealth Management LLC | 0.08% | Reduce -12.4% | 6,280 | $301K |
| Farther Finance Advisors, LLC | 0.02% | Add +17.9% | 6,275 | $300K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -7.3% | 6,221 | $298K |
| Leavell Investment Management, Inc. | 0.02% | New | 6,188 | $296K |
| Idaho Trust Co | 0.29% | New | 6,179 | $296K |
| Fingerlakes Wealth Management, Inc. | 0.29% | No change | 6,179 | $296K |
| FMB Wealth Management | 0.24% | Reduce -10.1% | 6,161 | $295K |
| Northwest Capital Management Inc | 0.09% | Reduce -2.1% | 6,104 | $292K |
| US Financial Advisors, LLC | 0.10% | Reduce -36.4% | 6,088 | $292K |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.3% | 6,078 | $291K |
| Brewster Financial Planning LLC | 0.25% | Add +2.9% | 6,037 | $289K |
| Red Wave Investments LLC | 0.11% | No change | 5,997 | $287K |
| Brand Asset Management Group, Inc. | 0.12% | Add +3.8% | 5,996 | $287K |
| Archer Investment Corp | 0.09% | Reduce -3.4% | 5,935 | $284K |
| Aptus Capital Advisors, LLC | 0.01% | Add +26.9% | 5,849 | $280K |
| Madden Advisory Services, Inc. | 0.14% | Add +2.6% | 5,739 | $275K |
| Two Sigma Securities, LLC | 0.01% | Reduce -5.5% | 5,733 | $275K |
| GTS Securities LLC | 0.01% | New | 5,733 | $275K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Reduce -19.9% | 5,705 | $273K |
| Symmetry Partners, LLC | 0.02% | Reduce -98.0% | 5,567 | $267K |
| Berger Financial Group, Inc | 0.02% | Reduce -40.3% | 5,558 | $266K |
| Bremer Bank National Association | 0.05% | No change | 5,500 | $263K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 5,500 | $263K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -25.4% | 5,475 | $262K |
| Sonora Investment Management Group, LLC | 0.02% | New | 5,462 | $262K |
| Kaizen Financial Strategies | 0.18% | No change | 5,450 | $261K |
| WMG Financial Advisors, LLC | 0.15% | New | 5,376 | $257K |
| Wealth Dimensions Group, Ltd. | 0.08% | Reduce -0.5% | 5,322 | $255K |
| Burns Matteson Capital Management, LLC | 0.16% | Reduce -7.7% | 5,302 | $254K |
| Cascade Financial Partners, LLC | 0.04% | — | 5,273 | $252K |
| Keystone Financial Group | 0.04% | Reduce -21.9% | 5,224 | $250K |
| Old National Bancorp | 0.01% | No change | 5,219 | $250K |
| Dopkins Wealth Management, LLC | 0.15% | New | 5,193 | $249K |
| Kingsview Wealth Management, LLC | 0.01% | Add +14.5% | 5,099 | $244K |
| Lakeshore Financial Planning, Inc. | 0.12% | Reduce -0.0% | 5,003 | $240K |
| Virtue Capital Management, LLC | 0.04% | Reduce -7.3% | 4,992 | $239K |
| Radnor Capital Management, LLC | 0.04% | Reduce -4.8% | 5,000 | $239K |
| Parallel Advisors, LLC | 0.01% | Add +3.3% | 4,960 | $238K |
| Dogwood Wealth Management LLC | 0.16% | Add +1.4% | 4,952 | $237K |
| Apollon Financial, LLC | 0.08% | Reduce -58.1% | 4,933 | $236K |
| AlphaCore Capital LLC | 0.06% | Reduce -62.6% | 4,926 | $236K |
| Tenon Financial LLC | 0.20% | — | 4,921 | $236K |
| Diversify Advisory Services, LLC | 0.01% | — | 4,911 | $235K |
| TD Capital Management LLC | 0.03% | Add +78.6% | 4,896 | $234K |
| Lanark Financial, Inc. | 0.02% | Reduce -16.8% | 4,886 | $234K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -1.8% | 4,879 | $234K |
| Proffitt & Goodson Inc. | 0.04% | No change | 4,873 | $233K |
| Obsidian Personal Planning Solutions LLC | 0.15% | Reduce -96.9% | 4,860 | $232K |
| KOM Wealth Management Group, LLC | 0.23% | Reduce -82.1% | 4,837 | $232K |
| Regal Investment Advisors LLC | 0.02% | Add +2.8% | 4,831 | $231K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,830 | $231K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.6% | 4,823 | $231K |
| Treynor Bancshares, Inc. | 0.13% | No change | 4,803 | $230K |
| JNBA Financial Advisors | 0.02% | Reduce -24.7% | 4,801 | $230K |
| Key Financial Inc | 0.06% | Reduce -3.2% | 4,702 | $225K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 4,660 | $223K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -22.6% | 4,645 | $222K |
| Sunburst Financial Group, LLC | 0.06% | New | 4,655 | $222K |
| Bragg Financial Advisors, Inc | 0.01% | New | 4,638 | $222K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -2.2% | 4,630 | $222K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 4,619 | $221K |
| WealthCare Investment Partners, LLC | 0.11% | New | 4,598 | $220K |
| Financial Freedom, LLC | 0.13% | No change | 4,583 | $219K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 4,573 | $219K |
| LexAurum Advisors, LLC | 0.06% | New | 4,566 | $219K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -9.2% | 4,549 | $218K |
| Jackson Wealth Management, LLC | 0.03% | New | 4,535 | $217K |
| Petra Financial Advisors Inc. | 0.16% | No change | 4,547 | $216K |
| PFG Investments, LLC | 0.01% | Add +2.5% | 4,463 | $214K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -3.9% | 4,448 | $213K |
| Horizon Financial Services, LLC | 0.13% | Reduce -46.1% | 4,365 | $209K |
| Waldron Private Wealth LLC | 0.01% | No change | 4,363 | $209K |
| Clearstead Advisors, LLC | 0.01% | Reduce -20.2% | 4,300 | $207K |
| Discipline Wealth Solutions, LLC | 0.19% | Reduce -63.1% | 4,285 | $205K |
| Colonial Trust Co / SC | 0.04% | No change | 4,241 | $203K |
| VERITY Wealth Advisors | 0.16% | No change | 4,239 | $203K |
| Tyche Wealth Partners LLC | 0.05% | New | 4,205 | $201K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,196 | $201K |
| Nvwm, LLC | 0.05% | Add +29.7% | 3,717 | $178K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -29.1% | 3,731 | $177K |
| Blume Capital Management, Inc. | 0.04% | No change | 3,700 | $177K |
| Centaurus Financial, Inc. | 0.01% | Reduce -64.7% | 3,686 | $177K |
| Hilltop National Bank | 0.06% | — | 3,681 | $176K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 3,400 | $163K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -62.3% | 3,376 | $162K |
| Optimum Investment Advisors | 0.07% | No change | 3,374 | $162K |
| Anchor Investment Management, LLC | 0.02% | Reduce -31.0% | 3,117 | $149K |
| Asset Dedication, LLC | 0.01% | No change | 3,004 | $144K |
| Global Retirement Partners, LLC | 0.01% | Reduce -32.5% | 2,917 | $140K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,701 | $129K |
| Rogco, LP | 0.05% | No change | 2,693 | $129K |
| IFP Advisors, Inc | 0.01% | Reduce -38.5% | 2,632 | $126K |
| Fifth Third Bancorp | 0.00% | Add +1563.3% | 2,628 | $126K |
| Legacy Bridge, LLC | 0.07% | No change | 2,588 | $124K |
| Versant Capital Management, Inc | 0.03% | Add +11.6% | 2,456 | $118K |
| Jones Financial Companies LLLP | 0.00% | New | 2,275 | $109K |
| Fairman Group, LLC | 0.10% | No change | 2,201 | $105K |
| Connectus Wealth, LLC | 0.00% | New | 131,593 | $101K |
| Smartleaf Asset Management LLC | 0.02% | Add +26728.6% | 1,878 | $90K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,839 | $88K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -88.8% | 1,739 | $83K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -19.1% | 1,736 | $83K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -92.2% | 1,661 | $80K |
| Bogart Wealth, LLC | 0.00% | No change | 1,618 | $77K |
| Trust Co | 0.01% | Reduce -31.5% | 1,599 | $77K |
| Citadel Advisors | 0.00% | Reduce -95.4% | 1,587 | $76K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -14.8% | 1,574 | $75K |
| Accordant Advisory Group Inc | 0.06% | — | 1,563 | $75K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,465 | $70K |
| Dagco, Inc. | 0.03% | New | 1,444 | $69K |
| CENTRAL TRUST Co | 0.00% | No change | 1,425 | $68K |
| Register Financial Advisors LLC | 0.03% | New | 1,132 | $54K |
| Central Pacific Bank - Trust Division | 0.01% | — | 1,117 | $53K |
| Vestor Capital, LLC | 0.00% | New | 1,077 | $52K |
| Annapolis Financial Services, LLC | 0.02% | Add +100.4% | 1,084 | $52K |
| Tidemark, LLC | 0.03% | No change | 1,076 | $52K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 962 | $46K |
| McIlrath & Eck, LLC | 0.01% | Reduce -80.4% | 934 | $45K |
| Deutsche Bank AG | 0.00% | No change | 915 | $44K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 901 | $43K |
| Aspect Partners, LLC | 0.03% | No change | 880 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.0% | 755 | $36K |
| Winch Advisory Services, LLC | 0.01% | Reduce -95.7% | 747 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 741 | $36K |
| Motco | 0.00% | No change | 720 | $34K |
| Independence Bank of Kentucky | 0.01% | Reduce -23.3% | 660 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 630 | $30K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 547 | $26K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -45.7% | 535 | $26K |
| Castleview Partners, LLC | 0.01% | No change | 515 | $25K |
| Gradient Investments LLC | 0.00% | Reduce -23.1% | 512 | $25K |
| Investors Research Corp | 0.01% | No change | 492 | $24K |
| Tompkins Financial Corp. | 0.00% | Reduce -94.6% | 452 | $22K |
| NBT Bank, N.A. | 0.00% | No change | 441 | $21K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -40.3% | 405 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 375 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 369 | $18K |
| Clear Point Advisors Inc. | 0.01% | No change | 367 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -37.8% | 355 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -30.9% | 329 | $16K |
| Retirement Group, LLC | 0.01% | No change | 305 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $14K |
| Global Assets Advisory, LLC | 0.01% | New | 280 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -70.3% | 273 | $13K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -67.1% | 250 | $12K |
| Tyler-Stone Wealth Management | 0.01% | No change | 248 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| CGC Financial Services, LLC | 0.01% | No change | 246 | $12K |
| SouthState Bank Corp | 0.00% | No change | 239 | $11K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.5% | 208 | $10K |
| Cutler Group LLC / CA | 0.00% | New | 193 | $9K |
| Tsfg, LLC | 0.00% | Reduce -55.3% | 186 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -52.3% | 185 | $9K |
| WR Wealth Planners, LLC | 0.00% | New | 175 | $8K |
| Beacon Capital Management, LLC | 0.00% | Reduce -30.6% | 175 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -98.4% | 158 | $8K |
| Richardson Financial Services Inc. | 0.01% | Reduce -0.6% | 156 | $7K |
| Cambridge Trust Co. | 0.00% | No change | 137 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -57.0% | 136 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -73.6% | 127 | $6K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 117 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 115 | $6K |
| Aspire Private Capital, LLC | 0.00% | No change | 106 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1.0% | 100 | $5K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -50.5% | 98 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -99.0% | 86 | $4K |
| Red Tortoise LLC | 0.00% | No change | 85 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 61 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 58 | $3K |
| First Pacific Financial | 0.00% | Add +307.1% | 57 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 57 | $3K |
| Balefire, LLC | 0.00% | New | 54 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 49 | $2K |
| Global Wealth Strategies & Associates | 0.00% | Add +4400.0% | 45 | $2K |
| Main Management LLC | 0.00% | No change | 38 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -24.0% | 38 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 35 | $2K |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -50.0% | 1 | $1K |
| NFSG Corp | 0.00% | No change | 13 | $623 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 8 | $383 |
| Rakuten Securities, Inc. | 0.00% | New | 5 | $239 |
| Macroview Investment Management LLC | 0.00% | No change | 3 | $147 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $143 |
| Abound Wealth Management | 0.00% | No change | 1 | $54 |
| Blue Trust, Inc. | 0.00% | Reduce -99.8% | 1 | $49 |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.