Vanguard Short-Term TipsVTIPETF
13F holders, Q4 2024 (December 31)768holders +68
50new positions
52sold out
4famous investors
$7.03avg. 13F price*
At the end of Q4 2024, 768 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 68 from Q3 2024. 50 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($1.0B), Sei Investments Co. ($418.5M) and Goldman Sachs Group Inc. ($345.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $104.8M |
| Exits | 52 | $47.6M |
All 13F filers, Q3 2024 → Q4 2024: 942,628,184 shares bought and 6,886,252 shares sold, net +935,741,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| JPMorgan Chase & Co. | 0.08% | Add +9.4% | 21,091,622 | $1.0B |
| Sei Investments Co. | 0.54% | Add +4.3% | 8,642,137 | $418.5M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -25.9% | 7,139,053 | $345.7M |
| Essential Planning, LLC. | 2.17% | Add +6374.1% | 6,826,984 | $333.6M |
| Valmark Advisers, Inc. | 4.36% | Add +0.9% | 5,804,617 | $281.1M |
| FMR LLC | 0.02% | Reduce -7.6% | 5,787,916 | $280.3M |
| Cambridge Associates LLC /Ma/ | 6.32% | Reduce -5.0% | 4,080,299 | $197.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.91% | Add +5.2% | 3,729,095 | $180.6M |
| Morgan Stanley | 0.01% | Add +0.3% | 3,523,705 | $170.6M |
| Bank of America Corp. | 0.02% | Reduce -0.9% | 3,396,557 | $164.5M |
| Focus Partners Wealth | 0.37% | Add +17.9% | 2,932,718 | $142.0M |
| Wealthspire Advisors, LLC | 1.32% | Add +36.7% | 2,750,327 | $133.2M |
| Focus Partners Advisor Solutions, LLC | 2.19% | Add +25.6% | 2,676,073 | $129.6M |
| Betterment LLC | 0.29% | Reduce -10.4% | 2,514,610 | $121.8M |
| Savant Capital, LLC | 0.82% | Add +30.9% | 2,155,007 | $104.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.8% | 2,016,513 | $97.6M |
| Alesco Advisors, LLC, An ESL Co | 2.84% | Add +2.4% | 1,868,872 | $90.5M |
| Wells Fargo & Company | 0.02% | Add +4.3% | 1,850,738 | $89.6M |
| LPL Financial LLC | 0.03% | Add +16.5% | 1,669,507 | $80.8M |
| HighTower Advisors, LLC | 0.11% | Add +6.5% | 1,655,025 | $80.1M |
| Satovsky Asset Management LLC | 16.47% | Add +1.4% | 1,484,772 | $72.0M |
| Corient Private Wealth LP | 0.11% | Reduce -1.1% | 1,311,541 | $63.5M |
| Klingman & Associates, LLC | 4.00% | Add +14.3% | 1,306,764 | $63.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.7% | 1,305,864 | $63.2M |
| Beacon Capital Management, Inc. | 2.43% | Add +35.5% | 1,157,226 | $56.0M |
| Studio Investment Management LLC | 10.65% | Add +20.4% | 1,034,295 | $50.1M |
| UBS Group AG | 0.01% | Reduce -7.1% | 1,023,639 | $49.6M |
| New York Life Investment Management LLC | 0.48% | Add +113.8% | 1,010,729 | $48.9M |
| Adventist Health System/ West | 7.24% | No change | 966,530 | $46.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -9.8% | 861,073 | $41.7M |
| CW Advisors, LLC | 0.57% | Add +2.1% | 855,218 | $41.4M |
| Beaird Harris Wealth Management, LLC | 3.52% | Add +1.6% | 843,016 | $40.8M |
| Evoke Wealth, LLC | 1.10% | Add +87.6% | 817,252 | $39.6M |
| True Link Financial Advisors, LLC | 3.24% | Add +4.0% | 796,600 | $38.6M |
| Compton Financial Group, LLC | 11.08% | Add +5.0% | 769,892 | $37.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.39% | Add +382.9% | 762,954 | $37.2M |
| Assetmark, Inc. | 0.10% | Add +4.0% | 766,152 | $37.1M |
| Wealthfront Advisers LLC | 0.11% | Add +49.4% | 757,764 | $36.7M |
| Bleakley Financial Group, LLC | 1.10% | Reduce -0.5% | 751,388 | $36.4M |
| Cetera Investment Advisers | 0.08% | Add +2.6% | 741,949 | $35.9M |
| Strategic Financial Services, Inc. | 2.05% | New | 709,332 | $34.3M |
| Renaissance Technologies | 0.05% | Reduce -17.8% | 688,653 | $33.3M |
| Efficient Advisors, LLC | 2.03% | Add +2.5% | 650,736 | $31.5M |
| Marotta Asset Management | 6.48% | Reduce -1.2% | 639,385 | $31.0M |
| Moller Wealth Partners | 7.68% | Add +3.5% | 603,198 | $29.2M |
| Rappaport Reiches Capital Management, LLC | 6.96% | Add +6.1% | 556,915 | $27.0M |
| Cerity Partners LLC | 0.06% | Reduce -9.7% | 553,496 | $26.8M |
| Schorn Wealth LLC | 8.68% | Add +3.1% | 551,877 | $26.7M |
| Raymond James Financial Inc. | 0.01% | — | 522,109 | $25.3M |
| Stratos Investment Management, LLC | 1.47% | Add +38.4% | 504,616 | $24.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.49% | Add +2.3% | 492,523 | $23.8M |
| Royal Bank of Canada | 0.01% | Reduce -11.0% | 492,167 | $23.8M |
| Apella Capital, LLC | 0.90% | Add +26.1% | 485,112 | $23.5M |
| Alaska Permanent Capital Management, LLC | 1.87% | Add +6.5% | 469,536 | $22.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 445,433 | $21.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.5% | 435,443 | $21.1M |
| Financial Consulate, Inc. | 5.58% | Add +1.4% | 434,893 | $21.1M |
| Fairway Wealth LLC | 9.42% | Add +3.5% | 1,110,233 | $20.9M |
| ProVise Management Group, LLC | 1.68% | Reduce -3.1% | 405,076 | $19.6M |
| Define Financial, LLC | 14.02% | — | 383,504 | $18.6M |
| Brickley Wealth Management | 3.74% | Add +1.4% | 380,010 | $18.4M |
| Creative Planning | 0.02% | Reduce -6.5% | 372,633 | $18.0M |
| Twin Focus Capital Partners, LLC | 2.64% | Reduce -3.7% | 368,642 | $17.8M |
| Franklin Resources Inc. | 0.01% | Reduce -8.0% | 364,426 | $17.6M |
| Portland Global Advisors LLC | 2.23% | Add +8.7% | 364,373 | $17.6M |
| Northwest Wealth Management, LLC | 3.64% | Add +40.1% | 355,000 | $17.2M |
| Silver Oak Wealth Advisors Services, LLC | 14.83% | — | 354,078 | $17.1M |
| Osaic Holdings, Inc. | 0.04% | Add +5.4% | 353,991 | $17.1M |
| Benningfield Financial Advisors, LLC | 16.40% | — | 346,266 | $16.8M |
| Comerica Bank | 0.07% | Add +961.4% | 344,372 | $16.7M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +23.4% | 337,778 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 334,652 | $16.2M |
| Farmers & Merchants Investments Inc. | 0.51% | Add +0.9% | 334,605 | $16.2M |
| Sellwood Investment Partners LLC | 8.64% | — | 332,121 | $16.1M |
| Money Design Co.,Ltd. | 0.74% | Reduce -4.2% | 299,882 | $14.5M |
| AMG National Trust Bank | 0.39% | Add +11.6% | 291,236 | $14.1M |
| SWAN Capital LLC | 6.52% | Add +22.8% | 275,975 | $13.4M |
| Trust Co. of Vermont | 0.65% | Add +14.2% | 275,249 | $13.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.4% | 271,247 | $13.1M |
| Chemistry Wealth Management LLC | 3.01% | Add +9.8% | 264,871 | $12.8M |
| Burton Enright Welch | 2.68% | Add +11.2% | 263,253 | $12.7M |
| Baron Financial Group, LLC | 7.89% | Reduce -1.7% | 262,890 | $12.7M |
| Jackson Thornton Wealth Management, LLC | 1.59% | Add +21.3% | 259,517 | $12.6M |
| Addison Advisors LLC | 3.45% | Add +7285.8% | 256,067 | $12.4M |
| Deane Retirement Strategies, Inc. | 6.24% | Add +1.7% | 256,023 | $12.4M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +6020.1% | 254,842 | $12.3M |
| LPWM LLC | 3.88% | Add +15.3% | 249,187 | $12.1M |
| Eagle Ridge Investment Management | 1.04% | Add +3.3% | 245,208 | $11.9M |
| Van Strum & Towne Inc. | 4.14% | Add +345664.2% | 922,917,195 | $11.8M |
| Emprise Bank | 6.47% | Add +11.2% | 236,606 | $11.5M |
| Atmos Advisory, LLC | 7.95% | Add +3.6% | 236,448 | $11.4M |
| Lifeworks Advisors, LLC | 2.04% | Add +3.8% | 233,105 | $11.3M |
| Modern Wealth Management, LLC | 0.42% | New | 233,071 | $11.3M |
| Alaska Wealth Advisors, LLC | 1.75% | Add +3.1% | 231,757 | $11.2M |
| Signet Financial Management, LLC | 1.43% | Add +2.1% | 230,911 | $11.2M |
| Mariner, LLC | 0.02% | Add +8.8% | 227,990 | $11.0M |
| Executive Wealth Management, LLC | 0.86% | Add +2.8% | 227,842 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -26.9% | 223,221 | $10.8M |
| Frisco Financial Planning LLC | 10.40% | — | 217,375 | $10.5M |
| Boston Family Office LLC | 0.72% | Add +6.0% | 215,119 | $10.4M |
| Sofi Wealth, LLC | 0.71% | Add +9.3% | 214,581 | $10.4M |
| Roberts Glore & Co. Inc. | 3.02% | Add +0.5% | 210,491 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +7.8% | 207,655 | $10.1M |
| Roble, Belko & Company, Inc | 1.53% | Add +1.7% | 198,548 | $9.6M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 197,795 | $9.6M |
| Advisory Services Network, LLC | 0.18% | Add +3.7% | 197,591 | $9.6M |
| Mayport, LLC | 2.82% | Add +30.8% | 197,330 | $9.6M |
| Twelve Points Wealth Management LLC | 2.67% | New | 191,716 | $9.3M |
| Nkcfo LLC | 3.97% | New | 186,500 | $9.0M |
| Mgo One Seven LLC | 0.35% | Add +6.4% | 186,479 | $9.0M |
| Allworth Financial LP | 0.05% | Add +343.3% | 185,302 | $9.0M |
| TrueWealth Financial Partners | 5.55% | Reduce -0.1% | 184,624 | $8.9M |
| Axxcess Wealth Management, LLC | 0.22% | Add +27.5% | 180,891 | $8.8M |
| Capital Asset Advisory Services LLC | 0.43% | Add +15.8% | 180,797 | $8.8M |
| Aurelius Family Office LLC | 4.36% | — | 178,681 | $8.7M |
| Hart & Patterson Financial Group LLC | 4.17% | Add +2.3% | 177,157 | $8.6M |
| Equitable Holdings, Inc. | 0.08% | Add +5.7% | 176,937 | $8.6M |
| North Star Investment Management Corp. | 0.58% | Reduce -1.8% | 173,166 | $8.4M |
| Whitegate Investment Counselors, Inc. | 2.87% | Reduce -24.1% | 173,065 | $8.4M |
| Colorado Capital Management, Inc. | 4.04% | Add +3.9% | 172,450 | $8.3M |
| MML Investors Services, LLC | 0.03% | Add +15.9% | 170,618 | $8.3M |
| Jeppson Wealth Management, LLC | 2.95% | Add +0.6% | 168,232 | $8.1M |
| Family CFO Inc | 4.43% | Reduce -3.6% | 166,001 | $8.0M |
| Secure Asset Management, LLC | 1.21% | Add +3.7% | 165,109 | $8.0M |
| Kondo Wealth Advisors, Inc. | 3.95% | — | 160,868 | $7.8M |
| Perigon Wealth Management, LLC | 0.19% | Add +1.8% | 155,967 | $7.6M |
| Cherry Tree Wealth Management, LLC | 1.87% | Reduce -5.3% | 155,659 | $7.5M |
| Clarity Capital Advisors, LLC | 5.04% | Add +15.0% | 155,559 | $7.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +72.2% | 154,800 | $7.5M |
| ShankerValleau Wealth Advisors, Inc. | 2.40% | New | 154,272 | $7.5M |
| Cresset Asset Management, LLC | 0.04% | Reduce -1.7% | 152,978 | $7.4M |
| Gradient Capital Advisors, LLC | 2.38% | Add +7.5% | 152,606 | $7.4M |
| Nova R Wealth, Inc. | 3.56% | Add +6.4% | 145,954 | $7.1M |
| SJS Investment Consulting Inc. | 1.20% | Add +16.1% | 143,848 | $7.0M |
| Graves Light Lenhart Wealth, Inc. | 0.86% | Add +2.2% | 143,621 | $7.0M |
| Sovereign Financial Group, Inc. | 1.57% | Add +4.8% | 141,239 | $6.8M |
| Magnus Financial Group LLC | 0.66% | Reduce -0.9% | 141,216 | $6.8M |
| North Ridge Wealth Advisors, Inc. | 4.70% | Add +2.5% | 140,343 | $6.8M |
| Foundation Wealth Management, LLC\PA | 3.28% | — | 139,957 | $6.8M |
| Wolf Group Capital Advisors | 3.27% | No change | 142,425 | $6.8M |
| GC Wealth Management RIA, LLC | 1.14% | New | 133,564 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.9% | 132,122 | $6.4M |
| Peirce Capital Management, LLC | 3.22% | Add +4.0% | 129,428 | $6.3M |
| Fort Vancouver Investment Management, LLC | 5.25% | Add +0.9% | 127,831 | $6.2M |
| First Hawaiian Bank | 0.20% | Reduce -14.1% | 125,248 | $6.1M |
| Mullaney, Keating & Wright, Inc. | 4.07% | Reduce -2.0% | 124,521 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.0% | 124,173 | $6.0M |
| Connable Office Inc. | 0.62% | Reduce -3.5% | 124,010 | $6.0M |
| Timber Creek Capital Management LLC | 1.73% | Add +0.1% | 123,487 | $6.0M |
| Tme Financial, Inc. | 5.58% | — | 121,048 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.9% | 119,715 | $5.8M |
| Phillips Financial Management, LLC | 0.45% | Add +3.3% | 117,078 | $5.7M |
| Rehmann Capital Advisory Group | 0.35% | Reduce -1.4% | 114,897 | $5.6M |
| Tilson Financial Group, Inc. | 2.26% | Reduce -43.0% | 114,605 | $5.5M |
| White Lighthouse Investment Management Inc. | 0.97% | Add +10.2% | 114,503 | $5.5M |
| Gould Asset Management LLC | 1.16% | Reduce -3.3% | 113,820 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +1.6% | 113,129 | $5.5M |
| Ethos Financial Group, LLC | 0.71% | Add +5.0% | 111,619 | $5.4M |
| FIDELIS iM, LLC | 2.59% | Add +2.4% | 108,828 | $5.3M |
| Family Wealth Partners, LLC | 2.50% | Add +15.3% | 108,540 | $5.3M |
| Fiduciary Trust Co | 0.07% | Reduce -3.8% | 107,106 | $5.2M |
| Cornerstone National Bank & Trust Co | 2.38% | Add +20.7% | 106,867 | $5.2M |
| Lutz Financial Services LLC | 0.41% | Add +0.5% | 105,335 | $5.1M |
| Florin Court Capital LLP | 5.27% | Add +8.8% | 104,900 | $5.1M |
| Sepio Capital, LP | 0.40% | Reduce -1.7% | 104,461 | $5.1M |
| Meritas Wealth Management, LLC | 2.91% | Add +3.8% | 99,981 | $4.8M |
| Austin Asset Management Co Inc | 1.00% | Reduce -5.7% | 99,616 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.0% | 98,839 | $4.8M |
| Certified Advisory Corp | 0.52% | Reduce -2.8% | 98,824 | $4.8M |
| Poinciana Advisors Group, LLC | 4.79% | — | 97,493 | $4.7M |
| Richmond Brothers, Inc. | 3.00% | Add +36.5% | 96,553 | $4.7M |
| Semmax Financial Advisors Inc. | 1.24% | New | 95,250 | $4.7M |
| West Paces Advisors Inc. | 1.13% | Add +1.8% | 95,361 | $4.6M |
| Scotia Capital Inc. | 0.02% | Add +166.2% | 94,864 | $4.6M |
| Lido Advisors, LLC | 0.03% | Reduce -5.8% | 93,242 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +49.8% | 92,708 | $4.5M |
| Thompson Siegel & Walmsley LLC | 0.07% | Add +7.8% | 92,286 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +52.1% | 90,680 | $4.4M |
| Asset Allocation Strategies LLC | 1.05% | Reduce -27.6% | 89,519 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -82.5% | 88,940 | $4.3M |
| Ames National Corp. | 2.90% | — | 88,855 | $4.3M |
| Spire Wealth Management | 0.13% | Add +7.4% | 88,357 | $4.3M |
| Shotwell Rutter Baer Inc | 3.59% | Add +3.1% | 87,845 | $4.3M |
| Greenbush Financial Group, LLC | 2.24% | — | 87,878 | $4.3M |
| First American Trust, FSB | 0.42% | Add +68.5% | 87,779 | $4.3M |
| Breakwater Capital Group | 0.83% | Add +13.0% | 86,330 | $4.2M |
| Fulton Bank, N.A. | 0.16% | Add +25.8% | 86,206 | $4.2M |
| Cardiff Park Advisors, LLC | 0.40% | Reduce -0.4% | 85,841 | $4.2M |
| Schechter Investment Advisors, LLC | 0.32% | Reduce -4.3% | 85,747 | $4.2M |
| C M Bidwell & Associates Ltd. | 2.49% | Add +4.6% | 84,696 | $4.1M |
| Tradewinds, LLC. | 1.13% | Add +109.0% | 82,833 | $4.1M |
| Diversify Wealth Management, LLC | 0.32% | Reduce -6.7% | 83,685 | $4.1M |
| Exchange Traded Concepts, LLC | 0.08% | Add +561.2% | 83,288 | $4.0M |
| Hutchinson Capital Management | 0.75% | Add +0.0% | 81,607 | $4.0M |
| Passive Capital Management, LLC. | 1.39% | Add +5.3% | 81,337 | $3.9M |
| US Bancorp \de | 0.01% | Reduce -8.5% | 80,622 | $3.9M |
| Almanack Investment Partners, LLC. | 0.58% | Add +40.9% | 77,906 | $3.8M |
| Keystone Financial Group, Inc. | 3.04% | — | 77,558 | $3.8M |
| Webster Bank, N. A. | 0.40% | Add +0.0% | 76,301 | $3.7M |
| CogentBlue Wealth Advisors, LLC | 3.22% | — | 75,508 | $3.7M |
| Schwallier Wealth Management LLC | 2.78% | Add +9.9% | 75,507 | $3.7M |
| AQR Capital Management | 0.00% | No change | 75,282 | $3.6M |
| Anderson Hoagland & Co. | 0.37% | Reduce -5.6% | 74,069 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +19.6% | 74,298 | $3.6M |
| Glenview Trust Co | 0.07% | Add +38.5% | 73,708 | $3.6M |
| Friday Financial | 2.46% | — | 73,647 | $3.6M |
| Private Wealth Management Group, LLC | 1.34% | Add +1.4% | 72,324 | $3.5M |
| Conrad Siegel Investment Advisors, Inc. | 0.94% | Add +1.4% | 71,975 | $3.5M |
| Hurlow Wealth Management Group, Inc. | 1.08% | Add +9.2% | 71,507 | $3.5M |
| EPG Wealth Management LLC | 0.91% | Reduce -14.0% | 71,422 | $3.5M |
| Heritage Trust Co | 0.40% | — | 70,773 | $3.4M |
| RAM Investment Partners, LLC | 0.83% | Add +1.4% | 69,446 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 69,180 | $3.3M |
| Squire Investment Management Company, LLC | 1.47% | Add +8.7% | 69,149 | $3.3M |
| Seven Post Investment Office LP | 1.28% | Reduce -8.2% | 69,097 | $3.3M |
| Ritholtz Wealth Management | 0.10% | Reduce -5.6% | 68,609 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -0.4% | 68,201 | $3.3M |
| Total Wealth Planning, LLC | 0.51% | Add +0.8% | 68,150 | $3.3M |
| Comprehensive Money Management Services LLC | 2.70% | — | 67,601 | $3.3M |
| Cary Street Partners Financial LLC | 0.10% | — | 66,398 | $3.2M |
| Nepc LLC | 0.09% | Add +28.0% | 65,564 | $3.2M |
| Fairview Capital Investment Management, LLC | 0.16% | Add +83.4% | 65,084 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -6.3% | 64,126 | $3.1M |
| Motley Fool Wealth Management, LLC | 0.16% | Add +46.8% | 62,626 | $3.0M |
| K2 Financial Inc. | 2.91% | — | 60,370 | $2.9M |
| Chicago Partners Investment Group LLC | 0.10% | Add +17.7% | 59,134 | $2.9M |
| Maryland Capital Advisors Inc. | 1.32% | Add +7.5% | 58,906 | $2.9M |
| Altiora Financial Group, LLC | 0.61% | Reduce -9.7% | 57,682 | $2.8M |
| Sage Rhino Capital LLC | 0.60% | Reduce -5.0% | 56,881 | $2.8M |
| Surience Private Wealth LLC | 3.54% | New | 56,598 | $2.7M |
| Morningstar Investment Management LLC | 0.22% | Reduce -15.3% | 56,529 | $2.7M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -2.8% | 56,157 | $2.7M |
| Roundview Capital LLC | 0.19% | Reduce -6.6% | 54,877 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.14% | Add +0.3% | 54,851 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -8.5% | 54,767 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +16.0% | 54,368 | $2.6M |
| Boston Standard Wealth Management, LLC | 0.51% | Add +3.1% | 54,098 | $2.6M |
| Monarch Capital Management Inc. | 0.71% | Reduce -0.4% | 53,921 | $2.6M |
| Cranbrook Wealth Management, LLC | 0.60% | Add +12.9% | 53,793 | $2.6M |
| Curran Financial Partners, LLC | 0.67% | Add +24.3% | 53,069 | $2.6M |
| Fortune Financial Advisors, LLC | 2.33% | Add +20.9% | 52,956 | $2.6M |
| ARK & TLK Investments, LLC | 0.89% | Add +0.0% | 52,835 | $2.6M |
| Brady Martz Wealth Solutions, LLC | 0.61% | — | 52,351 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -5.9% | 51,806 | $2.5M |
| Advisory Alpha, LLC | 0.09% | Add +18.3% | 51,543 | $2.5M |
| OMNI 360 Wealth, Inc. | 1.66% | Add +34.4% | 51,471 | $2.5M |
| Earned Wealth Advisors, LLC | 0.79% | Add +16.9% | 50,993 | $2.5M |
| Lodestone Wealth Management LLC | 1.23% | Add +3.4% | 50,550 | $2.4M |
| Apriem Advisors | 0.28% | Reduce -4.2% | 49,897 | $2.4M |
| SpringVest Wealth Management LLC | 2.07% | — | 49,804 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +13.4% | 49,299 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -6.9% | 48,990 | $2.4M |
| Sensible Financial Planning & Management, LLC. | 0.49% | Reduce -2.9% | 48,703 | $2.4M |
| Sharper & Granite LLC | 1.03% | Add +12.0% | 48,448 | $2.3M |
| Arbor Investment Advisors, LLC | 0.33% | Add +1.3% | 48,324 | $2.3M |
| Seed Wealth Management, Inc. | 1.89% | Add +5.5% | 48,262 | $2.3M |
| Performance Wealth Partners, LLC | 0.07% | Add +0.8% | 47,422 | $2.3M |
| Farrell Financial LLC | 1.63% | Add +5.6% | 47,198 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.13% | New | 47,000 | $2.3M |
| Chesley Taft & Associates LLC | 0.11% | Add +14.7% | 46,949 | $2.3M |
| BBR Partners, LLC | 0.16% | No change | 46,632 | $2.3M |
| DORVAL Corp | 0.90% | Reduce -16.4% | 46,629 | $2.3M |
| Genesis Wealth Advisors, LLC | 1.97% | — | 46,571 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.8% | 46,550 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +28.0% | 45,988 | $2.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.38% | Add +2.2% | 45,799 | $2.2M |
| Disciplined Investments, LLC | 1.09% | Add +0.9% | 45,607 | $2.2M |
| Destiny Wealth Partners, LLC | 0.36% | Add +1.3% | 45,564 | $2.2M |
| Legacy Financial Group, Inc. | 0.71% | Add +1.7% | 45,388 | $2.2M |
| Aerodigm Wealth, LLC | 1.31% | Add +13.7% | 45,118 | $2.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -5.7% | 44,785 | $2.2M |
| Equity Investment Corp. | 0.05% | Reduce -1.6% | 44,488 | $2.2M |
| Lodestar Private Asset Management LLC | 0.27% | Add +3.3% | 44,150 | $2.1M |
| Veery Capital, LLC | 0.82% | Reduce -2.1% | 44,146 | $2.1M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -6.0% | 43,934 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.58% | Add +1.2% | 43,439 | $2.1M |
| American Trust | 0.16% | Reduce -10.6% | 43,226 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +18.7% | 43,208 | $2.1M |
| Ifrah Financial Services, Inc. | 0.57% | Add +1.1% | 42,921 | $2.1M |
| Columbus Macro, LLC | 0.29% | Add +234.4% | 42,902 | $2.1M |
| Tranquilli Financial Advisor LLC | 1.31% | Add +38.1% | 42,729 | $2.1M |
| Balanced Rock Investment Advisors LLC | 1.63% | Add +4.7% | 42,593 | $2.1M |
| Plum Street Advisors, LLC | 1.01% | Add +10.6% | 42,415 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +1.0% | 42,338 | $2.1M |
| Liberty Capital Management, Inc. | 0.45% | Add +2.1% | 42,259 | $2.0M |
| Zeit Capital LLC | 1.57% | Add +6.4% | 41,783 | $2.0M |
| Silver Oak Advisory Group, Inc. | 1.07% | Reduce -1.4% | 41,962 | $2.0M |
| Blair William & Co. | 0.01% | Add +163.1% | 41,245 | $2.0M |
| Level Financial Advisors | 0.73% | Reduce -10.4% | 40,922 | $2.0M |
| Avant Financial Advisors LLC | 1.82% | — | 40,831 | $2.0M |
| Marex Group Ltd | 0.03% | No change | 40,656 | $2.0M |
| BlackRock, Inc. | 0.00% | New | 39,954 | $1.9M |
| Retirement Planning Group, LLC | 0.10% | No change | 39,946 | $1.9M |
| Red Lighthouse Investment Management, LLC | 0.75% | No change | 38,985 | $1.9M |
| Titan Global Capital Management USA LLC | 0.28% | Add +4.4% | 38,247 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -11.7% | 37,850 | $1.8M |
| Rinkey Investments | 0.58% | Reduce -10.3% | 37,737 | $1.8M |
| Sterling Financial Planning, Inc. | 0.67% | Add +0.1% | 37,636 | $1.8M |
| Glass Jacobson Investment Advisors llc | 0.60% | Add +2.3% | 37,529 | $1.8M |
| Headinvest, LLC | 0.34% | Add +45.8% | 37,518 | $1.8M |
| Rede Wealth, LLC | 0.69% | Reduce -0.3% | 37,350 | $1.8M |
| Townsquare Capital LLC | 0.02% | Add +5.0% | 37,165 | $1.8M |
| CGN Advisors LLC | 0.17% | Reduce -3.0% | 37,099 | $1.8M |
| XY Planning Network, Inc. | 1.34% | — | 36,880 | $1.8M |
| Brown Wealth Management, LLC | 0.62% | Add +6.3% | 36,085 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.9% | 36,066 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +4.2% | 35,662 | $1.7M |
| Cypress Capital, LLC | 0.49% | Reduce -8.4% | 35,138 | $1.7M |
| Arax Advisory Partners | 0.11% | New | 34,951 | $1.7M |
| L. Roy Papp & Associates, LLP | 0.20% | Reduce -4.0% | 34,902 | $1.7M |
| One Wealth Map LLC | 1.02% | Reduce -1.5% | 34,240 | $1.7M |
| OneAscent Financial Services LLC | 0.14% | New | 34,714 | $1.7M |
| ArchPoint Investors | 0.55% | No change | 34,614 | $1.7M |
| Yeomans Consulting Group, Inc. | 0.63% | Add +2.2% | 34,497 | $1.7M |
| Guild Investment Management, Inc. | 1.78% | Add +2.7% | 33,860 | $1.6M |
| Aegis Wealth Management LLC | 1.09% | — | 33,126 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -12.6% | 33,015 | $1.6M |
| Ameritas Advisory Services, LLC | 0.05% | Add +3.8% | 32,619 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +65.2% | 32,537 | $1.6M |
| GTS Securities LLC | 0.08% | New | 32,524 | $1.6M |
| Merriman Wealth Management, LLC | 0.06% | Add +26.5% | 32,210 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -0.8% | 32,071 | $1.6M |
| S.A. Mason LLC | 0.81% | Reduce -0.1% | 31,874 | $1.5M |
| Lakewood Asset Management LLC | 1.06% | Add +9.7% | 31,805 | $1.5M |
| Hanover Advisors Inc. | 0.64% | Add +3.7% | 31,388 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -18.6% | 31,087 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +78.3% | 31,271 | $1.5M |
| AXS Investments LLC | 0.42% | Reduce -4.2% | 31,173 | $1.5M |
| Choreo, LLC | 0.02% | Add +0.3% | 30,999 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -11.5% | 30,900 | $1.5M |
| Old North State Trust, LLC | 0.95% | New | 30,789 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.7% | 30,706 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +129.1% | 30,341 | $1.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +107.4% | 30,301 | $1.5M |
| Wealthedge Investment Advisors, LLC | 0.66% | — | 30,288 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.6% | 29,971 | $1.5M |
| Aries Wealth Management | 0.40% | Reduce -7.5% | 29,902 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.5% | 29,576 | $1.4M |
| Graypoint LLC | 0.09% | Add +23.8% | 29,501 | $1.4M |
| Creative Financial Designs Inc. | 0.12% | Reduce -0.8% | 29,461 | $1.4M |
| McGrath & Associates, Inc. | 2.87% | — | 29,316 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +10.4% | 28,982 | $1.4M |
| StoneX Group Inc. | 0.08% | Reduce -5.4% | 28,599 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.18% | Reduce -11.2% | 28,450 | $1.4M |
| Kraft Asset Management, LLC | 1.06% | Add +47.5% | 28,209 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +18.2% | 27,950 | $1.4M |
| Breakwater Investment Management | 0.58% | Reduce -6.9% | 28,036 | $1.4M |
| Marathon Strategic Advisors, LLC | 1.44% | Add +0.1% | 27,482 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Add +1.0% | 27,466 | $1.3M |
| Round Rock Advisors LLC | 0.27% | Reduce -10.2% | 27,099 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -0.6% | 26,959 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +3.5% | 26,494 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +479.1% | 26,341 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Reduce -3.9% | 26,210 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +0.3% | 25,925 | $1.3M |
| Koss-Olinger Consulting, LLC | 0.11% | Reduce -2.9% | 25,975 | $1.3M |
| FDx Advisors, Inc. | 0.37% | Reduce -6.3% | 25,966 | $1.3M |
| Golden Road Advisors LLC | 0.95% | Reduce -35.8% | 25,867 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Reduce -0.6% | 25,764 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +1.6% | 25,579 | $1.2M |
| Gateway Wealth Partners, LLC | 0.32% | Add +37.1% | 25,417 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.17% | Add +12.3% | 25,285 | $1.2M |
| Mustard Seed Financial, LLC | 0.98% | Add +0.7% | 25,027 | $1.2M |
| Kaufman Rossin Wealth, LLC | 1.24% | — | 24,968 | $1.2M |
| Compound Planning, Inc. | 0.06% | Add +21.9% | 24,517 | $1.2M |
| Greystone Financial Group, LLC | 0.21% | Add +29.2% | 24,478 | $1.2M |
| Maltin Wealth Management, Inc. | 0.58% | Add +4.5% | 24,311 | $1.2M |
| Bulltick Wealth Management, LLC | 0.28% | Add +2.4% | 24,147 | $1.2M |
| Washington Trust Bank | 0.11% | Add +3.5% | 24,069 | $1.2M |
| Financial Counselors Inc. | 0.02% | Add +0.1% | 24,013 | $1.2M |
| Wbi Investments, LLC | 0.29% | Reduce -43.7% | 23,648 | $1.1M |
| SVB Wealth LLC | 0.02% | New | 23,501 | $1.1M |
| Larson Financial Group LLC | 0.06% | Reduce -8.9% | 23,364 | $1.1M |
| Successful Portfolios LLC | 0.75% | Reduce -2.2% | 23,109 | $1.1M |
| Sage Capital Management, LLC | 0.55% | Reduce -19.1% | 22,627 | $1.1M |
| Kings Path Partners LLC | 0.47% | Add +0.3% | 22,562 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +1.1% | 22,510 | $1.1M |
| Summit Global Investments | 0.07% | Reduce -0.6% | 22,359 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.25% | Add +1.1% | 22,126 | $1.1M |
| Factor Wealth Management LTD | 0.35% | — | 22,016 | $1.1M |
| FC Advisory LLC | 0.35% | Add +1.0% | 21,573 | $1.0M |
| Leuthold Group, LLC | 0.12% | Reduce -8.3% | 21,355 | $1.0M |
| BIP Alliance, LLC | 0.44% | — | 21,268 | $1.0M |
| Private Trust Co. NA | 0.11% | Reduce -3.6% | 21,256 | $1.0M |
| Mraz, Amerine & Associates, Inc. | 0.18% | Reduce -30.9% | 21,252 | $1.0M |
| AdvisorNet Financial, Inc | 0.09% | Add +5.1% | 21,248 | $1.0M |
| Main Street Financial Solutions, LLC | 0.10% | Add +26.1% | 21,026 | $1.0M |
| Ledyard National Bank | 0.10% | Reduce -4.2% | 20,896 | $1.0M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -4.0% | 20,628 | $999K |
| Jackson Hole Capital Partners, LLC | 0.20% | Add +1.1% | 20,552 | $995K |
| Cwm, LLC | 0.00% | Reduce -59.2% | 20,366 | $986K |
| BNP Paribas Financial Markets | 0.00% | Add +110.2% | 20,339 | $985K |
| Arlington Financial Advisors, LLC | 0.20% | Reduce -4.2% | 20,311 | $983K |
| Prospera Financial Services Inc | 0.02% | Reduce -18.8% | 19,660 | $952K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +78.8% | 19,636 | $951K |
| Coston, McIsaac & Partners | 0.28% | Add +37.7% | 19,638 | $950K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 19,575 | $948K |
| Center For Asset Management LLC | 0.61% | Reduce -4.5% | 19,328 | $936K |
| Oak Harvest Investment Services | 0.13% | Add +20.5% | 19,257 | $932K |
| Unison Advisors LLC | 0.11% | Add +1.7% | 19,056 | $923K |
| Physician Wealth Solutions Inc. | 0.45% | Add +1.9% | 18,628 | $902K |
| PFG Advisors | 0.06% | Add +74.7% | 18,537 | $898K |
| Independent Wealth Network Inc. | 0.36% | Add +6.3% | 18,403 | $891K |
| Jones Financial Companies LLLP | 0.00% | Add +157.8% | 18,369 | $889K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -20.9% | 18,228 | $883K |
| Hemington Wealth Management | 0.22% | No change | 18,111 | $876K |
| Stark Wealth Management LLC | 0.64% | — | 18,086 | $876K |
| Old Mission Capital LLC | 0.02% | New | 17,914 | $867K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -22.4% | 17,805 | $862K |
| Evanson Asset Management, LLC | 0.06% | Add +74.0% | 17,579 | $851K |
| Michael A. Dubis Financial Planning, LLC | 0.82% | — | 17,571 | $851K |
| JT Stratford LLC | 0.14% | Reduce -7.0% | 17,440 | $844K |
| Essex Financial Services, Inc. | 0.06% | No change | 17,410 | $843K |
| Level Four Advisory Services, LLC | 0.03% | Add +2.6% | 17,387 | $842K |
| L.K. Benson & Company, P.C. | 0.59% | — | 17,362 | $841K |
| Secured Retirement Advisors, LLC | 0.48% | Reduce -0.4% | 17,296 | $837K |
| Cornerstone Advisors Asset Management, LLC | 0.18% | Reduce -8.4% | 17,255 | $835K |
| Arete Wealth Advisors, LLC | 0.06% | Add +0.7% | 17,241 | $835K |
| Clearbridge Investments, LLC | 0.00% | No change | 17,000 | $823K |
| Synovus Financial Corp. | 0.01% | Reduce -34.9% | 16,956 | $821K |
| SimpliFi, Inc. | 0.38% | Add +1.3% | 16,945 | $820K |
| Stewardship Advisors, LLC | 0.23% | Add +34.0% | 16,888 | $818K |
| Wealth Group, Ltd. | 0.52% | Add +15.4% | 16,700 | $809K |
| AllSquare Wealth Management LLC | 0.46% | Reduce -3.0% | 16,515 | $800K |
| Prostatis Group LLC | 0.23% | Reduce -4.8% | 16,436 | $796K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -7.0% | 16,419 | $795K |
| Integrated Advisors Network LLC | 0.04% | Add +67.7% | 16,370 | $793K |
| Pine Harbor Wealth Management, LLC | 0.31% | Reduce -24.6% | 16,124 | $781K |
| Nwam LLC | 0.05% | Add +16.8% | 16,072 | $778K |
| Wrenne Financial Planning LLC | 0.44% | Reduce -3.6% | 15,962 | $773K |
| Cedar Wealth Management, LLC | 0.28% | No change | 15,827 | $766K |
| Mengis Capital Management, Inc. | 0.16% | New | 15,627 | $757K |
| Tilia Fiduciary Partners, Inc. | 0.52% | Add +22.2% | 15,624 | $757K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +23.9% | 15,517 | $751K |
| Black Diamond Financial, LLC | 0.11% | Reduce -6.5% | 15,476 | $749K |
| GenTrust, LLC | 0.03% | Reduce -56.7% | 15,335 | $743K |
| One Degree Advisors Inc | 0.30% | Add +3.6% | 15,090 | $739K |
| LaSalle St. Investment Advisors, LLC | 0.23% | Add +5.0% | 15,159 | $734K |
| Jmac Enterprises LLC | 0.12% | Add +1.3% | 15,156 | $734K |
| Signal Advisors Wealth, LLC | 0.08% | Add +35.2% | 14,991 | $726K |
| Citadel Advisors | 0.00% | Reduce -37.3% | 14,724 | $713K |
| Meridian Wealth Management, LLC | 0.03% | Add +122.1% | 14,636 | $709K |
| Hershey Financial Advisers, LLC | 0.62% | — | 14,449 | $700K |
| Flputnam Investment Management Co. | 0.01% | Add +0.3% | 14,352 | $695K |
| Avion Wealth | 0.18% | Reduce -7.9% | 14,253 | $690K |
| Composition Wealth, LLC | 0.01% | Add +75.6% | 14,164 | $686K |
| Laurel Wealth Advisors LLC | 0.11% | Reduce -2.8% | 13,960 | $676K |
| Compass Capital Corp. /Ma/ | 0.26% | — | 13,927 | $674K |
| Southland Equity Partners LLC | 0.16% | Add +6.2% | 13,856 | $671K |
| Elevated Capital Advisors, LLC | 0.18% | Reduce -0.9% | 13,712 | $664K |
| BIP Wealth, LLC | 0.04% | Add +11.9% | 13,554 | $656K |
| McElhenny Sheffield Capital Management, LLC | 0.22% | No change | 13,442 | $651K |
| Wesbanco Bank Inc. | 0.02% | Reduce -21.3% | 13,443 | $651K |
| Kovack Advisors, Inc. | 0.06% | Add +17.9% | 13,261 | $642K |
| Hilltop Holdings Inc. | 0.04% | Add +18.2% | 12,952 | $627K |
| Private Harbour Investment Management & Counsel, LLC | 0.69% | No change | 12,920 | $626K |
| Harbour Investments, Inc. | 0.02% | Add +1.9% | 12,876 | $623K |
| Pillar Financial Advisors, LLC | 0.48% | — | 12,870 | $623K |
| N.E.W. Advisory Services LLC | 0.06% | Add +14.9% | 12,810 | $620K |
| Capstone Wealth Management, LLC | 0.60% | — | 12,726 | $616K |
| GeoWealth Management, LLC | 0.02% | Add +46.4% | 12,461 | $603K |
| Leelyn Smith, LLC | 0.11% | New | 12,422 | $601K |
| Mather Group, Llc. | 0.01% | Reduce -10.6% | 12,392 | $600K |
| Fischer Financial Services, Inc. | 0.19% | — | 12,285 | $595K |
| Adams Wealth Management | 0.11% | New | 12,260 | $594K |
| CacheTech Inc. | 0.11% | New | 12,260 | $594K |
| Caldwell Trust Co | 0.06% | Reduce -4.6% | 11,970 | $580K |
| Thompson David Blair | 0.42% | — | 11,879 | $575K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -36.9% | 11,805 | $572K |
| SkyOak Wealth, LLC | 0.12% | No change | 11,795 | $571K |
| Principal Securities, Inc. | 0.01% | Reduce -27.7% | 11,782 | $570K |
| LexAurum Advisors, LLC | 0.11% | Add +68.2% | 11,770 | $570K |
| Willow Creek Wealth Management Inc. | 0.06% | No change | 11,728 | $568K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -0.1% | 11,624 | $563K |
| Northstar Group, Inc. | 0.10% | Add +0.1% | 11,555 | $560K |
| Moser Wealth Advisors, LLC | 0.29% | Reduce -0.9% | 11,545 | $559K |
| Flagstar Securities, Inc. | 0.14% | Add +11.9% | 11,486 | $556K |
| Sagace Wealth Management LLC | 0.41% | Reduce -29.2% | 11,415 | $553K |
| Hardin Capital Partners, LLC | 0.33% | Add +9.4% | 11,390 | $551K |
| Arkos Global Advisors | 0.08% | Reduce -9.2% | 11,370 | $551K |
| Brookstone Capital Management | 0.01% | Add +15.3% | 11,268 | $546K |
| Archvest Wealth Advisors, Inc. | 0.39% | Reduce -52.7% | 11,249 | $545K |
| WealthTrak Capital Management LLC | 0.45% | — | 10,964 | $531K |
| Shayne & Jacobs, LLC | 0.14% | No change | 10,950 | $530K |
| Dopkins Wealth Management, LLC | 0.27% | New | 10,907 | $528K |
| Atlas Legacy Advisors, LLC | 0.13% | — | 10,861 | $526K |
| Beckerman Institutional, LLC | 0.42% | Add +9.8% | 10,715 | $519K |
| SignalPoint Asset Management, LLC | 0.13% | Reduce -39.6% | 10,648 | $516K |
| Arkadios Wealth Advisors | 0.03% | Add +84.6% | 10,643 | $515K |
| BridgePort Financial Solutions, LLC | 0.23% | — | 10,401 | $513K |
| FineMark National Bank & Trust | 0.02% | No change | 10,514 | $509K |
| Stone Summit Wealth LLC | 0.17% | Reduce -11.7% | 10,503 | $509K |
| Horizon Financial Services, LLC | 0.29% | Add +273.5% | 10,477 | $507K |
| Ballentine Partners, LLC | 0.01% | No change | 10,340 | $501K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Add +0.5% | 10,331 | $500K |
| Root Financial Partners, LLC | 0.06% | Add +5.0% | 10,312 | $499K |
| Compass Investment Advisers LLC | 1.43% | — | 10,170 | $492K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.1% | 10,100 | $489K |
| Wellington Shields & Co., LLC | 0.15% | Add +25.0% | 10,000 | $484K |
| Raffa Wealth Management, LLC | 0.11% | Add +1.1% | 9,959 | $482K |
| AE Wealth Management LLC | 0.00% | Reduce -82.1% | 9,859 | $477K |
| Inman Jager Wealth Management, LLC | 0.37% | — | 9,855 | $477K |
| Strategic Investment Advisors / MI | 0.05% | Add +12.6% | 9,848 | $477K |
| M&T Bank Corp | 0.00% | Add +1.6% | 9,728 | $471K |
| Sandy Spring Bank | 0.02% | No change | 9,556 | $463K |
| Denali Advisors LLC | 0.05% | Reduce -45.7% | 9,531 | $461K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -19.7% | 9,434 | $457K |
| CoreCap Advisors, LLC | 0.02% | Reduce -37.9% | 9,380 | $454K |
| Dakota Wealth Management | 0.01% | Reduce -3.6% | 9,301 | $450K |
| Avantax Planning Partners, Inc. | 0.02% | Add +2.2% | 9,256 | $448K |
| Fisher Asset Management | 0.00% | New | 9,190 | $445K |
| Legacy PCG, LLC | 0.31% | Reduce -34.7% | 9,119 | $442K |
| Accredited Wealth Management, LLC | 0.39% | — | 9,114 | $441K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -48.9% | 9,113 | $441K |
| Claris Advisors, LLC / Mo / | 0.16% | Add +2.4% | 8,901 | $431K |
| Shared Vision Wealth Group LLC | 0.23% | Reduce -6.5% | 8,885 | $430K |
| Creekside Partners | 0.22% | Add +0.8% | 8,790 | $426K |
| HMV Wealth Advisors, LLC | 0.42% | — | 8,700 | $421K |
| First Horizon Advisors, Inc. | 0.01% | Add +2.4% | 8,687 | $421K |
| JDH Wealth Management, LLC | 0.37% | — | 8,601 | $416K |
| Main Street Group, LTD | 0.17% | Reduce -2.9% | 8,381 | $406K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +21.7% | 8,331 | $403K |
| Cedar Mountain Advisors, LLC | 0.09% | No change | 8,285 | $401K |
| UMB Bank, n.a. | 0.01% | No change | 8,255 | $400K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -6.2% | 8,139 | $394K |
| Partners Capital Investment Group, LLP | 0.01% | Reduce -85.1% | 8,121 | $393K |
| Embree Financial Group | 0.07% | Reduce -2.8% | 8,054 | $390K |
| American Investment Services, Inc. | 0.07% | Add +2.3% | 7,957 | $385K |
| Eagle Bay Advisors LLC | 0.24% | No change | 7,950 | $385K |
| Fortis Capital Management LLC | 0.07% | Add +5.7% | 7,900 | $383K |
| Moneco Advisors, LLC | 0.04% | Add +24.9% | 7,898 | $382K |
| Madden Advisory Services, Inc. | 0.18% | Add +8.1% | 7,858 | $380K |
| Flywheel Private Wealth LLC | 0.34% | — | 7,743 | $375K |
| Five Oceans Advisors | 0.17% | Reduce -1.4% | 7,639 | $370K |
| Pure Portfolios Holdings LLC | 0.14% | Add +1.3% | 7,625 | $369K |
| Symmetry Partners, LLC | 0.05% | New | 7,537 | $365K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.3% | 7,506 | $363K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 7,500 | $363K |
| Brown Advisory Inc. | 0.00% | New | 7,479 | $362K |
| Kathmere Capital Management, LLC | 0.03% | No change | 7,437 | $360K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.7% | 7,314 | $354K |
| Lynx Investment Advisory | 0.24% | Add +0.9% | 7,274 | $352K |
| BCS Wealth Management | 0.09% | New | 7,231 | $350K |
| Prime Buchholz LLC | 0.11% | — | 7,122 | $345K |
| Regal Investment Advisors LLC | 0.03% | New | 7,090 | $343K |
| Pasadena Private Wealth, LLC | 0.07% | Reduce -96.2% | 6,989 | $338K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -11.8% | 6,983 | $338K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.5% | 6,977 | $338K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.9% | 6,965 | $337K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -1.3% | 6,940 | $336K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.9% | 6,926 | $335K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -41.3% | 6,918 | $335K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -41.3% | 6,918 | $335K |
| Robinswood Financial LLC | 0.13% | Reduce -2.6% | 6,907 | $334K |
| Iams Wealth Management, LLC | 0.15% | New | 6,907 | $334K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +16.5% | 6,899 | $334K |
| GWN Securities Inc. | 0.09% | — | 6,796 | $331K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +8.3% | 6,822 | $330K |
| Martel Wealth Advisors LLC | 0.06% | Add +0.1% | 6,776 | $328K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +5.5% | 6,774 | $328K |
| HTG Investment Advisors, Inc. | 0.15% | New | 6,765 | $328K |
| Financial Architects, LLC | 0.21% | No change | 6,730 | $326K |
| Brand Asset Management Group, Inc. | 0.13% | Add +2.1% | 6,655 | $322K |
| NBT Bank, N.A. | 0.02% | Add +1366.1% | 6,539 | $317K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Reduce -0.8% | 6,530 | $316K |
| Trilogy Capital Inc. | 0.02% | Reduce -12.0% | 6,507 | $315K |
| Grand Wealth Management, LLC | 0.17% | Add +1.6% | 6,320 | $306K |
| Rockland Trust Co. | 0.02% | No change | 6,206 | $300K |
| FMB Wealth Management | 0.17% | No change | 6,184 | $299K |
| World Investment Advisors | 0.01% | Add +7.8% | 6,173 | $299K |
| Barry Investment Advisors, LLC | 0.10% | Add +0.3% | 6,130 | $297K |
| Capstone Wealth Management Group LLC | 0.22% | — | 6,097 | $295K |
| Red Wave Investments LLC | 0.10% | No change | 5,997 | $290K |
| Brighton Jones LLC | 0.01% | Add +2.0% | 5,988 | $290K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -3.1% | 5,966 | $289K |
| WMG Financial Advisors, LLC | 0.12% | Add +2.4% | 5,961 | $289K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | No change | 5,952 | $288K |
| Archer Investment Corp | 0.08% | No change | 5,935 | $287K |
| Proffitt & Goodson Inc. | 0.05% | Add +9.3% | 5,904 | $286K |
| SageView Advisory Group, LLC | 0.01% | Reduce -16.7% | 5,867 | $284K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -59.7% | 5,716 | $277K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -49.0% | 5,710 | $276K |
| Maia Wealth LLC | 0.06% | Reduce -1.6% | 5,661 | $276K |
| PFG Investments, LLC | 0.02% | Add +7.3% | 5,653 | $274K |
| Towneley Capital Management, Inc / DE | 0.07% | Reduce -24.3% | 5,649 | $274K |
| PBMares Wealth Management LLC | 0.06% | No change | 5,605 | $271K |
| Fiduciary Advisors, Inc. | 0.27% | — | 5,539 | $268K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +9.9% | 5,530 | $268K |
| Lam Group, Inc. | 0.19% | Reduce -18.9% | 5,517 | $267K |
| Freestate Advisors LLC | 0.28% | Add +1.3% | 5,516 | $267K |
| Bremer Bank National Association | 0.05% | No change | 5,500 | $266K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -2.3% | 5,497 | $266K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.8% | 5,417 | $262K |
| US Financial Advisors, LLC | 0.08% | Add +0.3% | 5,390 | $261K |
| Principia Wealth Advisory, LLC | 0.24% | — | 5,364 | $260K |
| WPG Advisers, LLC | 0.24% | — | 5,352 | $259K |
| McLean Asset Management Corp | 0.08% | Reduce -2.5% | 5,347 | $259K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 5,322 | $258K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.9% | 5,288 | $256K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,256 | $254K |
| Cascade Financial Partners, LLC | 0.03% | No change | 5,211 | $252K |
| Macroview Investment Management LLC | 0.26% | Add +835.4% | 5,210 | $252K |
| Smith, Moore & Co. | 0.02% | Reduce -2.6% | 5,202 | $252K |
| Key Financial Inc | 0.06% | Add +10.4% | 5,190 | $251K |
| Cambria Investment Management, L.P. | 0.02% | Add +2.6% | 5,132 | $248K |
| WealthCare Investment Partners, LLC | 0.11% | Add +1.1% | 5,116 | $248K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -62.3% | 5,064 | $246K |
| Petra Financial Advisors Inc. | 0.17% | Reduce -2.0% | 5,070 | $245K |
| Tenon Financial LLC | 0.16% | Add +1.7% | 5,055 | $245K |
| 2UniFi Bank | 0.16% | — | 5,025 | $243K |
| Dogwood Wealth Management LLC | 0.13% | Add +1.0% | 5,022 | $243K |
| Alhambra Investment Management LLC | 0.12% | Add +15.2% | 4,992 | $242K |
| Cornerstone Financial Group, LLC | 0.23% | — | 4,926 | $239K |
| Nvwm, LLC | 0.06% | Add +4.3% | 4,913 | $238K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -24.0% | 4,863 | $235K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,830 | $234K |
| Woodward Diversified Capital, LLC | 0.17% | New | 4,808 | $233K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +15.9% | 4,800 | $232K |
| Bragg Financial Advisors, Inc | 0.01% | Add +1.6% | 4,773 | $231K |
| Lakeshore Financial Planning, Inc. | 0.10% | Reduce -5.5% | 4,759 | $231K |
| TruNorth Capital Management, LLC | 0.06% | No change | 4,705 | $228K |
| Elser Financial Planning, Inc | 0.01% | No change | 4,672 | $226K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 4,619 | $224K |
| Kingsview Wealth Management, LLC | 0.00% | Add +8.6% | 4,590 | $222K |
| IFG Advisory, LLC | 0.01% | New | 4,557 | $221K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $219K |
| Radnor Capital Management, LLC | 0.04% | Reduce -50.0% | 4,500 | $218K |
| Peak Retirement Planning, Inc. | 0.15% | — | 4,471 | $216K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -1.9% | 4,447 | $215K |
| Shira Ridge Wealth Management | 0.11% | Reduce -80.7% | 4,446 | $215K |
| MRWM Advisors, LLC | 0.17% | — | 4,434 | $215K |
| Sunburst Financial Group, LLC | 0.05% | Add +0.0% | 4,429 | $214K |
| Joseph P. Lucia & Associates, LLC | 0.09% | Reduce -0.2% | 4,390 | $213K |
| Lion Street Advisors, LLC | 0.07% | No change | 4,373 | $212K |
| Level Wealth Management LLC | 0.15% | — | 4,360 | $211K |
| Merit Financial Group, LLC | 0.00% | New | 4,337 | $210K |
| Global Trust Asset Management, LLC | 0.08% | No change | 4,319 | $209K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,300 | $208K |
| ETF Store, Inc. | 0.26% | No change | 4,259 | $206K |
| Golden Bell Financial Planning LLC | 0.21% | — | 4,244 | $206K |
| VERITY Wealth Advisors | 0.15% | No change | 4,239 | $205K |
| W.H. Cornerstone Investments Inc. | 0.14% | Add +1.7% | 4,236 | $205K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 4,234 | $205K |
| Hilltop National Bank | 0.06% | Add +14.8% | 4,224 | $205K |
| Roth Financial Partners LLC | 0.08% | Reduce -6.5% | 4,210 | $204K |
| Keystone Financial Group | 0.02% | No change | 4,174 | $202K |
| Forum Financial Management, LP | 0.00% | New | 4,170 | $202K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | New | 4,140 | $200K |
| SBI Securities Co., Ltd. | 0.01% | — | 4,066 | $197K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -36.6% | 4,062 | $197K |
| Northwest Capital Management Inc | 0.08% | No change | 3,984 | $193K |
| JNBA Financial Advisors | 0.02% | No change | 3,945 | $191K |
| Heritage Wealth Advisors | 0.01% | Reduce -60.8% | 3,810 | $184K |
| Wingate Wealth Advisors, Inc. | 0.17% | — | 3,579 | $173K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 3,400 | $165K |
| Ameriflex Group, Inc. | 0.07% | — | 3,350 | $164K |
| Optimum Investment Advisors | 0.07% | No change | 3,374 | $163K |
| Global Retirement Partners, LLC | 0.00% | Add +30.6% | 3,345 | $162K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.1% | 3,144 | $152K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,026 | $147K |
| Asset Dedication, LLC | 0.01% | Reduce -0.0% | 3,003 | $145K |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 2,608 | $126K |
| Legacy Bridge, LLC | 0.07% | No change | 2,588 | $125K |
| Parallel Advisors, LLC | 0.00% | Reduce -21.6% | 2,570 | $124K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -42.6% | 2,486 | $120K |
| Trust Co | 0.01% | Add +84.4% | 2,477 | $120K |
| CENTRAL TRUST Co | 0.00% | Add +177.7% | 2,458 | $119K |
| Anchor Investment Management, LLC | 0.01% | Add +1.6% | 2,289 | $111K |
| Fairman Group, LLC | 0.09% | Add +1.8% | 2,261 | $109K |
| TD Capital Management LLC | 0.01% | Reduce -49.4% | 2,213 | $107K |
| MAI Capital Management | 0.00% | New | 2,178 | $105K |
| Cape Investment Advisory, Inc. | 0.04% | Add +20.6% | 2,123 | $103K |
| IFP Advisors, Inc | 0.00% | Reduce -15.2% | 2,072 | $100K |
| Minot DeBlois Advisors LLC | 0.09% | — | 2,041 | $99K |
| Capital Analysts, LLC | 0.00% | Reduce -1.1% | 2,000 | $97K |
| Transce3nd, LLC | 0.03% | — | 1,995 | $97K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,000 | $97K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,765 | $85K |
| Smartleaf Asset Management LLC | 0.01% | Add +18.2% | 1,525 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -39.8% | 1,510 | $73K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 1,495 | $72K |
| Coastline Trust Co | 0.01% | No change | 1,470 | $71K |
| Financial Gravity Companies, Inc. | 0.02% | Add +329.6% | 1,452 | $70K |
| Murphy & Mullick Capital Management Corp | 0.06% | — | 1,381 | $67K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.7% | 1,391 | $67K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $66K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 1,250 | $61K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,217 | $59K |
| Rialto Wealth Management, LLC | 0.02% | — | 1,189 | $58K |
| Bogart Wealth, LLC | 0.00% | Add +1.7% | 1,168 | $57K |
| Vestor Capital, LLC | 0.00% | No change | 1,077 | $52K |
| Blume Capital Management, Inc. | 0.01% | Reduce -52.3% | 1,050 | $51K |
| Versant Capital Management, Inc | 0.01% | No change | 1,000 | $48K |
| VSM Wealth Advisory, LLC | 0.02% | — | 963 | $47K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -45.1% | 912 | $44K |
| 10Elms LLP | 0.05% | — | 815 | $39K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 752 | $36K |
| Motco | 0.00% | No change | 720 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 713 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -65.0% | 694 | $34K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -1.5% | 675 | $33K |
| Montag A & Associates Inc. | 0.00% | No change | 630 | $31K |
| Investors Research Corp | 0.01% | No change | 536 | $26K |
| Tidemark, LLC | 0.01% | No change | 535 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 535 | $26K |
| Rogco, LP | 0.01% | Reduce -71.0% | 513 | $25K |
| Financial Freedom, LLC | 0.01% | Add +1.9% | 491 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 473 | $23K |
| Whipplewood Advisors, LLC | 0.01% | — | 424 | $21K |
| Hoese & Co LLP | 0.02% | New | 411 | $20K |
| Millstone Evans Group, LLC | 0.01% | — | 406 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 375 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 369 | $18K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 329 | $16K |
| Synergy Asset Management, LLC | 0.00% | New | 300 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| Venturi Wealth Management, LLC | 0.00% | New | 268 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +30.0% | 260 | $13K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -34.2% | 250 | $12K |
| ORG Partners LLC | 0.00% | Reduce -11.1% | 248 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 246 | $12K |
| Golden State Wealth Management, LLC | 0.00% | — | 240 | $12K |
| Kestra Investment Management, LLC | 0.00% | New | 239 | $12K |
| Chesapeake Asset Management LLC | 0.01% | Add +3.4% | 215 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 191 | $9K |
| Financial Connections Group, Inc. | 0.00% | Add +2.1% | 195 | $9K |
| Tsfg, LLC | 0.00% | Reduce -27.3% | 186 | $9K |
| WR Wealth Planners, LLC | 0.00% | No change | 175 | $8K |
| Lee Danner & Bass Inc. | 0.00% | New | 150 | $7K |
| SouthState Bank Corp | 0.00% | Reduce -41.0% | 141 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 134 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 127 | $6K |
| Beacon Capital Management, LLC | 0.00% | Reduce -12.9% | 121 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 119 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -9.4% | 116 | $6K |
| Signaturefd, LLC | 0.00% | New | 109 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -31.6% | 108 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 103 | $5K |
| Aspect Partners, LLC | 0.00% | New | 100 | $5K |
| Richardson Financial Services Inc. | 0.00% | Reduce -70.2% | 100 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -34.3% | 65 | $4K |
| JDM Financial Group LLC | 0.00% | New | 74 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $3K |
| Towne Trust Company, N.A | 0.00% | New | 59 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 54 | $3K |
| Tompkins Financial Corp. | 0.00% | Reduce -88.5% | 52 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -10.5% | 51 | $2K |
| Bank of New Hampshire | 0.00% | New | 45 | $2K |
| Simplex Trading, LLC | 0.00% | New | 45 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 37 | $2K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 25 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -75.9% | 20 | $979 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -75.9% | 20 | $979 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 16 | $775 |
| Old Second National Bank of Aurora | 0.00% | New | 13 | $629 |
| New Millennium Group LLC | 0.00% | Add +11.1% | 10 | $495 |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $484 |
| Financial Life Planners | 0.00% | — | 4 | $197 |
| Lanark Financial, Inc. | 0.02% | — | 3 | $176 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $146 |
| Clark Wealth Partners | 0.00% | — | 2 | $97 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -99.0% | 1 | $57 |
| Abound Wealth Management | 0.00% | No change | 1 | $56 |
| Brooklyn Investment Group | 0.00% | New | 1 | $49 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $48 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.