Vanguard Short-Term TipsVTIPETF
13F holders, Q2 2025 (June 30)830holders +41
82new positions
47sold out
4famous investors
$50.09avg. 13F price*
At the end of Q2 2025, 830 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 41 from Q1 2025. 82 opened new positions and 47 sold out. The largest holders were JPMorgan Chase & Co. ($1.3B), LPL Financial LLC ($835.0M) and Sei Investments Co. ($437.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $174.7M |
| Exits | 47 | $65.2M |
All 13F filers, Q1 2025 → Q2 2025: 26,851,828 shares bought and 5,791,038 shares sold, net +21,060,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 830 holders
| JPMorgan Chase & Co. | 0.09% | Add +39.2% | 25,836,915 | $1.3B |
| LPL Financial LLC | 0.28% | Add +11.8% | 16,610,699 | $835.0M |
| Sei Investments Co. | 0.51% | Reduce -0.1% | 8,700,592 | $437.4M |
| Goldman Sachs Group Inc. | 0.07% | Add +39.0% | 8,507,046 | $427.6M |
| Wealthspire Advisors, LLC | 1.96% | Add +13.3% | 6,941,794 | $349.0M |
| Valmark Advisers, Inc. | 4.30% | Add +2.3% | 6,137,765 | $308.5M |
| FMR LLC | 0.02% | Reduce -2.3% | 5,353,323 | $269.1M |
| Cambridge Associates LLC /Ma/ | 5.33% | Add +13.3% | 4,810,623 | $241.8M |
| Morgan Stanley | 0.01% | Add +2.4% | 4,247,616 | $213.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.64% | Add +5.3% | 4,084,092 | $205.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +79.3% | 4,082,483 | $205.2M |
| Bank of America Corp. | 0.02% | Add +10.4% | 3,932,999 | $197.7M |
| Focus Partners Wealth | 0.35% | Add +4.2% | 3,233,550 | $162.6M |
| Savant Capital, LLC | 1.14% | Add +17.3% | 3,147,124 | $158.2M |
| Focus Partners Advisor Solutions, LLC | 2.09% | Reduce -2.9% | 3,115,238 | $156.6M |
| HighTower Advisors, LLC | 0.15% | Add +0.8% | 2,413,921 | $121.3M |
| Wells Fargo & Company | 0.02% | Add +0.1% | 1,976,577 | $99.4M |
| Alesco Advisors, LLC, An ESL Co | 2.72% | Add +0.6% | 1,880,772 | $94.5M |
| Betterment LLC | 0.19% | Reduce -14.0% | 1,733,107 | $87.1M |
| Klingman & Associates, LLC | 4.49% | Add +14.9% | 1,618,829 | $81.4M |
| Studio Investment Management LLC | 15.77% | Add +5.4% | 1,562,640 | $78.6M |
| Satovsky Asset Management LLC | 16.46% | Add +1.4% | 1,537,781 | $77.3M |
| Beacon Capital Management, Inc. | 3.17% | Reduce -31.1% | 1,223,566 | $61.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.1% | 1,205,264 | $60.6M |
| UBS Group AG | 0.01% | Add +13.4% | 1,086,690 | $54.6M |
| Evoke Wealth, LLC | 1.27% | Add +15.4% | 1,076,000 | $54.1M |
| Renaissance Technologies | 0.07% | Reduce -40.0% | 1,055,700 | $53.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.2% | 994,827 | $50.0M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 977,328 | $49.1M |
| New York Life Investment Management LLC | 0.46% | Add +30.4% | 975,383 | $49.0M |
| True Link Financial Advisors, LLC | 3.23% | Add +2.5% | 931,707 | $46.8M |
| CW Advisors, LLC | 0.43% | Add +2.4% | 891,034 | $44.8M |
| Corient Private Wealth LP | 0.06% | Reduce -11.3% | 866,198 | $43.5M |
| Beaird Harris Wealth Management, LLC | 3.32% | Reduce -1.1% | 851,922 | $42.8M |
| Assetmark, Inc. | 0.10% | Add +3.0% | 822,502 | $41.3M |
| Fund Evaluation Group, LLC | 1.58% | New | 811,905 | $40.8M |
| Cetera Investment Advisers | 0.07% | Add +7.7% | 802,876 | $40.4M |
| Bleakley Financial Group, LLC | 1.02% | Add +2.1% | 800,144 | $40.2M |
| Adventist Health System/ West | 5.72% | Reduce -20.8% | 766,010 | $38.5M |
| Strategic Financial Services, Inc. | 2.05% | Add +1.4% | 758,511 | $38.1M |
| Wealthfront Advisers LLC | 0.10% | Add +4.0% | 746,544 | $37.5M |
| Garde Capital, Inc. | 2.01% | Add +17.4% | 745,423 | $37.5M |
| Greystone Financial Group, LLC | 5.77% | Add +3242.3% | 697,461 | $35.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.31% | Reduce -1.2% | 690,314 | $34.6M |
| Moller Wealth Partners | 7.53% | Add +6.1% | 678,478 | $34.1M |
| Efficient Advisors, LLC | 1.90% | Reduce -1.9% | 635,198 | $31.9M |
| Marotta Asset Management | 6.31% | Reduce -3.2% | 626,240 | $31.5M |
| Cornerstone National Bank & Trust Co | 13.04% | Add +156.8% | 603,451 | $30.3M |
| Cerity Partners LLC | 0.05% | Add +7.0% | 600,944 | $30.2M |
| Raymond James Financial Inc. | 0.01% | Add +10.8% | 586,133 | $29.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.81% | Add +14.2% | 578,366 | $29.1M |
| Silver Oak Wealth Advisors Services, LLC | 20.21% | Add +73.8% | 557,845 | $28.0M |
| Pacific Sage Partners, LLC | 5.51% | New | 552,226 | $27.8M |
| Stratos Investment Management, LLC | 1.22% | Add +0.3% | 529,903 | $26.6M |
| Royal Bank of Canada | 0.01% | Add +5.6% | 529,599 | $26.6M |
| Arlington Financial Advisors, LLC | 4.23% | Add +32.1% | 513,725 | $25.8M |
| Ameriprise Financial Inc. | 0.01% | Add +24.6% | 512,211 | $25.7M |
| Schorn Wealth LLC | 8.35% | Reduce -11.1% | 501,973 | $25.2M |
| Almanack Investment Partners, LLC. | 3.96% | Reduce -0.5% | 495,257 | $24.9M |
| Atria Wealth Solutions, Inc. | 0.54% | Add +23.8% | 474,028 | $23.8M |
| Financial Consulate, Inc. | 4.65% | Add +4.5% | 468,427 | $23.5M |
| Osaic Holdings, Inc. | 0.04% | Add +3.8% | 466,938 | $23.5M |
| Apella Capital, LLC | 0.59% | Reduce -6.3% | 439,854 | $21.9M |
| Northwest Wealth Management, LLC | 3.94% | Add +3.9% | 433,633 | $21.8M |
| Alaska Permanent Capital Management, LLC | 1.67% | Add +2.8% | 429,236 | $21.6M |
| Van Strum & Towne Inc. | 6.69% | Add +34.7% | 421,711 | $21.2M |
| Define Financial, LLC | 13.94% | Add +2.4% | 420,776 | $21.2M |
| Whelan Financial | 7.41% | Add +0.1% | 407,733 | $20.5M |
| ProVise Management Group, LLC | 1.59% | Add +0.7% | 401,347 | $20.2M |
| Deane Retirement Strategies, Inc. | 8.69% | Add +46.0% | 385,767 | $19.4M |
| Brickley Wealth Management | 3.77% | Reduce -0.3% | 383,581 | $19.3M |
| Creative Planning | 0.02% | Add +2.9% | 380,854 | $19.1M |
| Franklin Resources Inc. | 0.01% | Add +9.6% | 376,151 | $18.9M |
| Fairway Wealth LLC | 5.99% | Add +1.2% | 1,077,562 | $18.7M |
| Benningfield Financial Advisors, LLC | 15.84% | Add +1.8% | 365,155 | $18.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +35.9% | 365,034 | $18.4M |
| Nkcfo LLC | 7.59% | No change | 361,700 | $18.2M |
| Altfest L J & Co. Inc. | 2.13% | Reduce -9.0% | 359,042 | $18.0M |
| Trust Co. of Vermont | 0.85% | Add +13.4% | 358,303 | $18.0M |
| Portland Global Advisors LLC | 2.10% | Reduce -4.3% | 354,172 | $17.8M |
| AMG National Trust Bank | 0.46% | Add +0.9% | 348,632 | $17.5M |
| Connable Office Inc. | 1.72% | Add +177.9% | 345,339 | $17.4M |
| Sellwood Investment Partners LLC | 8.15% | Reduce -1.3% | 339,441 | $17.1M |
| Farmers & Merchants Investments Inc. | 0.49% | Add +0.8% | 335,992 | $16.9M |
| Money Design Co.,Ltd. | 0.82% | Reduce -11.7% | 331,306 | $16.7M |
| Addison Advisors LLC | 4.06% | Add +8.4% | 323,910 | $16.3M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 322,786 | $16.2M |
| Emprise Bank | 7.77% | Add +3.5% | 322,208 | $16.2M |
| Twin Focus Capital Partners, LLC | 2.23% | Reduce -0.0% | 317,140 | $15.9M |
| Equitable Holdings, Inc. | 0.13% | Add +10.1% | 305,744 | $15.4M |
| Webster Bank, N. A. | 1.59% | Add +273.3% | 305,470 | $15.4M |
| Perigon Wealth Management, LLC | 0.35% | Add +27.5% | 300,542 | $15.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +30.9% | 299,674 | $15.1M |
| Private Wealth Asset Management, LLC | 1.99% | Add +8.3% | 298,392 | $15.0M |
| Lifeworks Advisors, LLC | 2.22% | Add +5.2% | 295,644 | $14.9M |
| Chemistry Wealth Management LLC | 3.19% | Add +4.2% | 295,521 | $14.9M |
| Burton Enright Welch | 2.58% | Add +6.7% | 295,484 | $14.9M |
| Financial & Tax Architects, LLC | 3.46% | New | 283,182 | $14.2M |
| Jackson Thornton Wealth Management, LLC | 1.58% | Add +2.1% | 276,304 | $13.8M |
| Atmos Advisory, LLC | 8.49% | Add +3.2% | 264,823 | $13.3M |
| Carnegie Investment Counsel | 0.27% | Add +3.4% | 263,217 | $13.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +16.3% | 261,182 | $13.1M |
| Baron Financial Group, LLC | 7.67% | Reduce -0.8% | 259,940 | $13.1M |
| LPWM LLC | 3.77% | Add +0.3% | 257,351 | $12.9M |
| Boston Family Office LLC | 0.84% | Add +10.1% | 250,836 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +83.4% | 237,600 | $11.9M |
| Cresset Asset Management, LLC | 0.06% | Add +3.1% | 237,530 | $11.9M |
| Alaska Wealth Advisors, LLC | 1.70% | Reduce -2.7% | 236,184 | $11.9M |
| Mariner, LLC | 0.02% | Add +9.4% | 233,940 | $11.8M |
| Mayport, LLC | 2.81% | Add +7.1% | 232,945 | $11.7M |
| Roberts Glore & Co. Inc. | 3.33% | Add +7.2% | 226,793 | $11.4M |
| Frisco Financial Planning LLC | 10.33% | Add +1.4% | 225,844 | $11.4M |
| Nvwm, LLC | 2.67% | Add +605.1% | 220,319 | $11.1M |
| Twelve Points Wealth Management LLC | 2.92% | Add +5.0% | 216,060 | $10.9M |
| Leuthold Group, LLC | 1.28% | Add +808.3% | 213,388 | $10.7M |
| Signet Financial Management, LLC | 1.34% | Reduce -0.3% | 211,583 | $10.6M |
| Glenview Trust Co | 0.18% | Add +13.3% | 202,268 | $10.2M |
| Wooster Corthell Wealth Management, Inc. | 1.87% | New | 200,427 | $10.1M |
| Advisory Services Network, LLC | 0.16% | Add +2.6% | 199,893 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +2.5% | 190,449 | $9.6M |
| Rehmann Capital Advisory Group | 0.58% | Add +73.5% | 190,439 | $9.6M |
| FIDELIS iM, LLC | 4.25% | Reduce -8.1% | 190,116 | $9.6M |
| Stratos Wealth Advisors, LLC | 0.50% | Reduce -39.7% | 189,305 | $9.5M |
| Colorado Capital Management, Inc. | 4.05% | Add +4.7% | 187,964 | $9.4M |
| SJS Investment Consulting Inc. | 1.49% | Add +15.1% | 187,461 | $9.4M |
| Brady Martz Wealth Solutions, LLC | 1.81% | Add +76.6% | 186,159 | $9.4M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.5% | 184,918 | $9.3M |
| Mgo One Seven LLC | 0.30% | Reduce -0.2% | 182,988 | $9.2M |
| TrueWealth Financial Partners | 5.05% | Reduce -1.1% | 182,092 | $9.2M |
| Kondo Wealth Advisors, Inc. | 4.01% | Add +4.9% | 182,270 | $9.1M |
| Allworth Financial LP | 0.04% | Reduce -11.6% | 180,619 | $9.1M |
| Aurelius Family Office LLC | 4.27% | Add +0.7% | 179,811 | $9.0M |
| Principal Securities, Inc. | 0.17% | Add +1410.0% | 177,912 | $8.9M |
| NewEdge Advisors, LLC | 0.05% | Add +86.9% | 176,527 | $8.9M |
| MML Investors Services, LLC | 0.03% | Reduce -5.6% | 175,662 | $8.8M |
| Jeppson Wealth Management, LLC | 3.05% | Add +1.9% | 175,637 | $8.8M |
| North Star Investment Management Corp. | 0.61% | Add +2.4% | 174,589 | $8.8M |
| Whitegate Investment Counselors, Inc. | 2.92% | Add +1.3% | 171,191 | $8.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +605.3% | 159,258 | $8.5M |
| Sovereign Financial Group, Inc. | 1.71% | Add +2.7% | 165,465 | $8.3M |
| Cherry Tree Wealth Management, LLC | 1.90% | Add +2.7% | 162,744 | $8.2M |
| Cloud Capital Management, LLC | 5.04% | Reduce -0.1% | 160,646 | $8.1M |
| Nova R Wealth, Inc. | 3.75% | Add +3.5% | 160,439 | $8.1M |
| Ethos Financial Group, LLC | 0.69% | Add +38.3% | 158,674 | $8.0M |
| ShankerValleau Wealth Advisors, Inc. | 2.27% | Add +1.4% | 158,497 | $8.0M |
| Clarity Capital Advisors, LLC | 4.60% | Add +1.7% | 156,947 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +18.3% | 156,890 | $7.9M |
| Family CFO Inc | 3.88% | Reduce -11.9% | 154,058 | $7.7M |
| North Ridge Wealth Advisors, Inc. | 4.68% | Add +3.5% | 151,599 | $7.6M |
| Graves Light Lenhart Wealth, Inc. | 0.90% | Add +0.7% | 149,685 | $7.5M |
| Sepio Capital, LP | 0.53% | Add +30.9% | 149,449 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.6% | 150,193 | $7.5M |
| Trust Co | 0.84% | Add +39.2% | 147,292 | $7.4M |
| Aspire Capital Advisors LLC | 2.01% | New | 145,119 | $7.3M |
| Advocate Group LLC | 1.30% | Add +2.4% | 144,305 | $7.3M |
| Roundview Capital LLC | 0.48% | Add +140.9% | 141,926 | $7.1M |
| Magnus Financial Group LLC | 0.62% | Add +5.9% | 140,880 | $7.1M |
| Gradient Capital Advisors, LLC | 2.08% | Reduce -7.3% | 140,069 | $7.0M |
| Scotia Capital Inc. | 0.03% | Add +1.0% | 136,026 | $6.8M |
| Bulwark Capital Corp | 5.63% | — | 133,039 | $6.7M |
| SWAN Capital LLC | 2.88% | Reduce -48.4% | 131,982 | $6.6M |
| Foundation Wealth Management, LLC\PA | 2.87% | Reduce -0.1% | 131,945 | $6.6M |
| Fort Vancouver Investment Management, LLC | 4.53% | Reduce -1.6% | 131,888 | $6.6M |
| Citadel Advisors | 0.01% | Reduce -46.5% | 131,311 | $6.6M |
| Banco Santander, S.A. | 0.06% | No change | 130,387 | $6.6M |
| Wealthedge Investment Advisors, LLC | 2.73% | Add +284.2% | 129,955 | $6.5M |
| Avalon Capital Management | 1.75% | Add +18.1% | 129,340 | $6.5M |
| Richmond Brothers, Inc. | 4.04% | Reduce -54.0% | 122,691 | $6.2M |
| Family Wealth Partners, LLC | 2.45% | Add +5.2% | 122,013 | $6.1M |
| Mullaney, Keating & Wright, Inc. | 3.98% | Reduce -0.3% | 120,903 | $6.1M |
| Gould Asset Management LLC | 1.18% | Reduce -0.1% | 120,237 | $6.0M |
| C M Bidwell & Associates Ltd. | 3.11% | Add +16.8% | 119,401 | $6.0M |
| Tme Financial, Inc. | 4.81% | Add +17.2% | 118,247 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -8.2% | 118,095 | $5.9M |
| Integrity Alliance, Llc. | 0.32% | New | 117,787 | $5.9M |
| White Lighthouse Investment Management Inc. | 0.95% | Add +2.6% | 115,740 | $5.8M |
| Essential Planning, LLC. | 2.14% | Add +2.2% | 114,552 | $5.8M |
| Peirce Capital Management, LLC | 2.55% | Reduce -4.8% | 114,441 | $5.8M |
| Atlas Capital Advisors Inc. | 0.70% | Add +222.9% | 114,205 | $5.7M |
| Tilson Financial Group, Inc. | 2.14% | Reduce -3.3% | 113,016 | $5.7M |
| Thompson Siegel & Walmsley LLC | 0.10% | Add +14.9% | 112,027 | $5.6M |
| Fulton Bank, N.A. | 0.21% | Add +19.8% | 110,693 | $5.6M |
| Ascent Group, LLC | 0.22% | Add +352.0% | 110,578 | $5.6M |
| Timber Creek Capital Management LLC | 1.41% | Add +4.0% | 110,020 | $5.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -43.6% | 109,699 | $5.5M |
| Destiny Wealth Partners, LLC | 0.74% | Add +142.3% | 109,599 | $5.5M |
| Austin Asset Management Co Inc | 1.08% | Add +6.4% | 105,907 | $5.3M |
| Napa Wealth Management | 2.51% | New | 104,496 | $5.3M |
| GC Wealth Management RIA, LLC | 0.43% | Reduce -20.4% | 104,154 | $5.2M |
| Meritas Wealth Management, LLC | 2.87% | Reduce -0.8% | 103,839 | $5.2M |
| Financial Advocates Investment Management | 0.42% | Add +34.5% | 102,200 | $5.1M |
| Cardiff Park Advisors, LLC | 0.44% | Add +28.2% | 102,026 | $5.1M |
| Phillips Financial Management, LLC | 0.37% | Reduce -2.7% | 101,983 | $5.1M |
| Fairview Capital Investment Management, LLC | 0.26% | Add +28.8% | 101,759 | $5.1M |
| Breakwater Capital Group | 0.83% | Add +5.4% | 100,816 | $5.1M |
| Spire Wealth Management | 0.18% | Add +7.1% | 99,886 | $5.0M |
| Poinciana Advisors Group, LLC | 4.45% | Reduce -4.3% | 98,277 | $4.9M |
| Certified Advisory Corp | 0.51% | Reduce -0.4% | 97,684 | $4.9M |
| West Paces Advisors Inc. | 1.04% | Add +0.1% | 97,191 | $4.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -28.3% | 96,500 | $4.9M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -49.5% | 95,897 | $4.8M |
| One Capital Management, LLC | 0.17% | New | 95,820 | $4.8M |
| Fiduciary Trust Co | 0.06% | Reduce -5.5% | 95,426 | $4.8M |
| First Hawaiian Bank | 0.64% | Reduce -5.8% | 93,644 | $4.7M |
| Plum Street Advisors, LLC | 2.07% | Add +49.4% | 93,364 | $4.7M |
| Quadrature Capital Ltd | 0.08% | New | 92,836 | $4.7M |
| Friday Financial | 2.37% | Add +5.5% | 92,542 | $4.7M |
| Greenbush Financial Group, LLC | 2.02% | Add +2.6% | 92,343 | $4.6M |
| Semmax Financial Advisors Inc. | 1.18% | Reduce -0.6% | 90,751 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +1.8% | 90,491 | $4.5M |
| Avantax Advisory Services, Inc. | 0.02% | Add +19.6% | 89,968 | $4.5M |
| Shotwell Rutter Baer Inc | 3.07% | Add +1.7% | 90,648 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +48.5% | 88,168 | $4.4M |
| AQR Capital Management | 0.00% | Add +17.0% | 88,073 | $4.4M |
| Hutchinson Capital Management | 0.80% | Add +2.4% | 87,714 | $4.4M |
| Ames National Corp. | 2.82% | Reduce -6.5% | 86,650 | $4.4M |
| Tru Independence Asset Management 2, LLC | 2.96% | New | 85,948 | $4.3M |
| Lutz Financial Services LLC | 0.34% | Reduce -12.4% | 85,938 | $4.3M |
| Arkadios Wealth Advisors | 0.13% | Add +0.8% | 85,794 | $4.3M |
| Advisory Alpha, LLC | 0.13% | Add +26.9% | 85,037 | $4.3M |
| CogentBlue Wealth Advisors, LLC | 3.26% | Add +9.6% | 84,718 | $4.3M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -7.6% | 83,827 | $4.2M |
| XY Planning Network, Inc. | 1.42% | Add +71.6% | 82,976 | $4.2M |
| Aspiriant, LLC | 0.13% | New | 81,710 | $4.1M |
| Manuka Financial, LLC | 2.24% | Add +14.3% | 81,555 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.0% | 81,211 | $4.1M |
| Genesis Wealth Advisors, LLC | 3.04% | Add +3.8% | 80,582 | $4.1M |
| Comprehensive Money Management Services LLC | 3.04% | Add +17.4% | 79,677 | $4.0M |
| Anderson Hoagland & Co. | 0.38% | Add +5.8% | 79,279 | $4.0M |
| Morningstar Investment Management LLC | 0.35% | Add +123.0% | 78,982 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.2% | 78,646 | $4.0M |
| Passive Capital Management, LLC. | 1.22% | Reduce -3.3% | 78,820 | $3.9M |
| Squire Investment Management Company, LLC | 1.45% | Add +1.0% | 78,064 | $3.9M |
| First American Trust, FSB | 0.31% | Reduce -7.4% | 76,553 | $3.8M |
| Hurlow Wealth Management Group, Inc. | 1.08% | Add +4.3% | 75,889 | $3.8M |
| RAM Investment Partners, LLC | 0.79% | Add +4.6% | 74,973 | $3.8M |
| Lido Advisors, LLC | 0.02% | Add +10.7% | 74,403 | $3.7M |
| Curran Financial Partners, LLC | 0.82% | Add +15.7% | 74,171 | $3.7M |
| Citigroup Inc. | 0.00% | Add +8.5% | 71,172 | $3.6M |
| US Bancorp \de | 0.00% | Add +0.2% | 71,138 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +6.2% | 70,283 | $3.5M |
| Ritholtz Wealth Management | 0.08% | Add +11.6% | 70,192 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +147.3% | 70,166 | $3.5M |
| Private Client Services, LLC | 1.37% | Reduce -6.0% | 69,930 | $3.5M |
| Private Wealth Management Group, LLC | 1.16% | Add +2.1% | 69,644 | $3.5M |
| Sfm, LLC | 2.25% | New | 69,605 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +22.5% | 69,512 | $3.5M |
| Maryland Capital Advisors Inc. | 1.36% | Add +6.8% | 68,950 | $3.5M |
| Asset Allocation Strategies LLC | 0.76% | Reduce -11.2% | 68,760 | $3.5M |
| Secure Asset Management, LLC | 0.63% | Reduce -63.3% | 67,709 | $3.4M |
| Brown Wealth Management, LLC | 1.04% | Add +84.4% | 66,550 | $3.3M |
| Virtue Capital Management, LLC | 0.61% | Add +189.1% | 66,007 | $3.3M |
| Nepc LLC | 0.08% | No change | 65,564 | $3.3M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -0.6% | 65,079 | $3.3M |
| Cary Street Partners Financial LLC | 0.09% | Add +0.6% | 64,838 | $3.3M |
| EPG Wealth Management LLC | 0.96% | Reduce -3.5% | 63,527 | $3.2M |
| Merit Financial Group, LLC | 0.04% | Add +59.5% | 63,018 | $3.2M |
| Symmetry Partners, LLC | 0.39% | Add +914.0% | 62,816 | $3.2M |
| Northern Trust Corp. | 0.00% | No change | 62,253 | $3.1M |
| Tranquilli Financial Advisor LLC | 1.93% | Reduce -8.7% | 61,925 | $3.1M |
| Fortune Financial Advisors, LLC | 2.49% | Add +7.1% | 61,689 | $3.1M |
| K2 Financial Inc. | 2.73% | Reduce -3.7% | 61,959 | $3.1M |
| Blair William & Co. | 0.01% | Add +14.6% | 61,059 | $3.1M |
| Surience Private Wealth LLC | 2.88% | New | 60,965 | $3.1M |
| Chesley Taft & Associates LLC | 0.14% | Add +9.2% | 60,399 | $3.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +46.6% | 59,821 | $3.0M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.8% | 59,821 | $3.0M |
| Sage Rhino Capital LLC | 0.63% | Add +4.8% | 59,307 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -6.2% | 59,269 | $3.0M |
| Aerodigm Wealth, LLC | 1.43% | Add +17.6% | 59,125 | $3.0M |
| Global Retirement Partners, LLC | 0.07% | — | 58,490 | $2.9M |
| Compton Financial Group, LLC | 0.76% | Reduce -35.2% | 58,479 | $2.9M |
| Strategic Financial Concepts, LLC | 0.41% | New | 58,479 | $2.9M |
| Heritage Trust Co | 0.34% | Reduce -1.0% | 57,910 | $2.9M |
| Partners Capital Investment Group, LLP | 0.12% | Add +119.3% | 57,514 | $2.9M |
| Cranbrook Wealth Management, LLC | 0.61% | Reduce -0.3% | 56,981 | $2.9M |
| JMG Financial Group, Ltd. | 0.09% | Add +2.8% | 56,785 | $2.9M |
| Edgestream Partners, L.P. | 0.08% | New | 56,300 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -0.6% | 56,177 | $2.8M |
| Raffa Wealth Management, LLC | 0.56% | Reduce -7.5% | 55,774 | $2.8M |
| MAI Capital Management | 0.02% | Add +13.0% | 55,720 | $2.8M |
| IFG Advisory, LLC | 0.14% | Add +7.3% | 55,691 | $2.8M |
| Gateway Wealth Partners, LLC | 0.53% | Reduce -1.0% | 55,243 | $2.8M |
| SpringVest Wealth Management LLC | 2.24% | Add +1.5% | 55,093 | $2.8M |
| Total Wealth Planning, LLC | 0.34% | Reduce -16.4% | 54,147 | $2.7M |
| ARK & TLK Investments, LLC | 0.87% | Reduce -2.6% | 54,038 | $2.7M |
| Financial Life Advisors | 0.93% | Add +15.4% | 53,949 | $2.7M |
| Farrell Financial LLC | 1.82% | Add +9.8% | 53,905 | $2.7M |
| Essential Partners LLC | 1.08% | — | 53,885 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +9.8% | 53,826 | $2.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.60% | Reduce -3.3% | 53,324 | $2.7M |
| OMNI 360 Wealth, Inc. | 1.65% | Reduce -3.5% | 52,771 | $2.7M |
| Sharper & Granite LLC | 1.00% | Reduce -3.3% | 52,543 | $2.6M |
| Triad Wealth Partners, LLC | 0.53% | New | 51,987 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Add +12.3% | 51,862 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.8% | 51,796 | $2.6M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -24.2% | 51,478 | $2.6M |
| TSA Wealth Managment LLC | 0.94% | New | 51,432 | $2.6M |
| Boston Standard Wealth Management, LLC | 0.47% | Reduce -4.9% | 51,415 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +5.2% | 51,200 | $2.6M |
| Monarch Capital Management Inc. | 0.69% | Reduce -3.6% | 50,836 | $2.6M |
| Apriem Advisors | 0.27% | Reduce -0.0% | 49,956 | $2.5M |
| TD Private Client Wealth LLC | 0.06% | Add +106.1% | 49,954 | $2.5M |
| Arbor Investment Advisors, LLC | 0.32% | Reduce -1.6% | 49,913 | $2.5M |
| Motley Fool Wealth Management, LLC | 0.15% | Reduce -18.6% | 49,731 | $2.5M |
| Columbus Macro, LLC | 0.31% | Add +11.4% | 49,675 | $2.5M |
| Altiora Financial Group, LLC | 0.49% | Reduce -9.9% | 49,550 | $2.5M |
| Liberty Capital Management, Inc. | 0.50% | Add +12.1% | 49,260 | $2.5M |
| Seed Wealth Management, Inc. | 1.84% | Add +8.4% | 49,085 | $2.5M |
| Visionary Wealth Advisors | 0.13% | Reduce -30.2% | 48,949 | $2.5M |
| New Dimensions Wealth Management, LLC | 2.24% | Reduce -0.7% | 49,031 | $2.5M |
| Summit Global Investments | 0.14% | Add +4.0% | 48,480 | $2.4M |
| Florin Court Capital LLP | 2.47% | No change | 48,100 | $2.4M |
| Lodestone Wealth Management LLC | 1.17% | Reduce -4.0% | 47,977 | $2.4M |
| Fig Financial Advisory Services Inc. | 1.60% | Reduce -32.6% | 47,747 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Add +3.9% | 47,702 | $2.4M |
| Performance Wealth Partners, LLC | 0.08% | Reduce -0.1% | 46,851 | $2.4M |
| Waverly Advisors, LLC | 0.03% | Add +3.1% | 46,848 | $2.4M |
| Sensible Financial Planning & Management, LLC. | 0.45% | Reduce -4.0% | 46,671 | $2.3M |
| BBR Partners, LLC | 0.15% | No change | 46,632 | $2.3M |
| Lodestar Private Asset Management LLC | 0.26% | Add +2.1% | 45,722 | $2.3M |
| Avant Financial Advisors LLC | 1.87% | Add +5.6% | 45,265 | $2.3M |
| Lakewood Asset Management LLC | 1.51% | Add +13.9% | 45,055 | $2.3M |
| Titan Global Capital Management USA LLC | 0.36% | Add +0.7% | 44,853 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Add +4.5% | 44,722 | $2.2M |
| Wingate Wealth Advisors, Inc. | 2.00% | New | 44,701 | $2.2M |
| Veery Capital, LLC | 0.77% | Add +1.5% | 44,555 | $2.2M |
| Equity Investment Corp. | 0.05% | No change | 44,488 | $2.2M |
| Legacy Financial Group, Inc. | 0.66% | Reduce -1.3% | 44,448 | $2.2M |
| Ifrah Financial Services, Inc. | 0.61% | Reduce -0.9% | 44,296 | $2.2M |
| Sterling Financial Planning, Inc. | 0.74% | Add +4.2% | 43,985 | $2.2M |
| Silver Oak Advisory Group, Inc. | 1.06% | Add +3.3% | 43,575 | $2.2M |
| Gilbert Capital Group, Inc. | 1.78% | — | 42,817 | $2.2M |
| Disciplined Investments, LLC | 0.91% | Reduce -7.4% | 42,697 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -17.1% | 42,277 | $2.1M |
| Zeit Capital LLC | 1.52% | Add +0.9% | 42,263 | $2.1M |
| Earned Wealth Advisors, LLC | 0.42% | Reduce -9.0% | 42,137 | $2.1M |
| Balanced Rock Investment Advisors LLC | 1.64% | Reduce -1.0% | 41,556 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.2% | 40,958 | $2.1M |
| DORVAL Corp | 0.72% | Reduce -9.3% | 40,206 | $2.0M |
| Park Avenue Securities LLC | 0.02% | New | 39,939 | $2.0M |
| CGN Advisors LLC | 0.18% | Add +4.7% | 39,663 | $2.0M |
| Retirement Planning Group, LLC | 0.08% | No change | 39,643 | $2.0M |
| Elevate Wealth Advisory, Inc. | 1.40% | Reduce -10.7% | 39,145 | $2.0M |
| Headinvest, LLC | 0.41% | No change | 38,647 | $1.9M |
| Koss-Olinger Consulting, LLC | 0.16% | Add +5.0% | 38,608 | $1.9M |
| Level Financial Advisors | 0.60% | Reduce -3.9% | 38,359 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.74% | Add +2.1% | 38,335 | $1.9M |
| Red Lighthouse Investment Management, LLC | 0.73% | Reduce -5.5% | 38,254 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 38,170 | $1.9M |
| One Wealth Map LLC | 1.05% | Add +13.3% | 38,278 | $1.9M |
| Crabel Capital Management, LLC | 1.16% | Add +25.5% | 37,787 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -1.1% | 37,425 | $1.9M |
| LexAurum Advisors, LLC | 0.29% | Add +17.9% | 36,557 | $1.8M |
| Yeomans Consulting Group, Inc. | 0.75% | Add +1.0% | 36,559 | $1.8M |
| AXS Investments LLC | 0.75% | Add +18.3% | 36,218 | $1.8M |
| Cypress Capital, LLC | 0.53% | Add +1.6% | 36,027 | $1.8M |
| Rede Wealth, LLC | 0.65% | Add +5.9% | 35,673 | $1.8M |
| Robinswood Financial LLC | 0.63% | Add +357.0% | 35,668 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -2.9% | 35,430 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +42.2% | 35,407 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +31.9% | 35,084 | $1.8M |
| Aegis Wealth Management LLC | 1.06% | No change | 35,301 | $1.8M |
| L. Roy Papp & Associates, LLP | 0.21% | No change | 34,902 | $1.8M |
| ArchPoint Investors | 0.51% | No change | 34,614 | $1.7M |
| OneAscent Financial Services LLC | 0.12% | Reduce -55.9% | 34,555 | $1.7M |
| Summit Financial, LLC | 0.04% | New | 33,468 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.27% | Reduce -7.8% | 33,465 | $1.7M |
| Guild Investment Management, Inc. | 1.46% | No change | 33,320 | $1.7M |
| HTG Investment Advisors, Inc. | 0.60% | Add +25.5% | 32,115 | $1.6M |
| S.A. Mason LLC | 0.78% | No change | 31,864 | $1.6M |
| Rinkey Investments | 0.48% | Reduce -4.1% | 31,641 | $1.6M |
| Barry Investment Advisors, LLC | 0.40% | Add +469.4% | 31,593 | $1.6M |
| National Bank of Canada | 0.00% | Add +54.0% | 31,544 | $1.6M |
| Comerica Bank | 0.01% | Add +2.7% | 31,255 | $1.6M |
| StoneX Group Inc. | 0.08% | Add +3.6% | 30,915 | $1.6M |
| Aries Wealth Management | 0.40% | Add +1.6% | 30,345 | $1.5M |
| Hanover Advisors Inc. | 0.62% | Reduce -0.1% | 30,216 | $1.5M |
| Matrix Trust Co | 0.24% | Reduce -10.8% | 30,119 | $1.5M |
| Graypoint LLC | 0.08% | Add +1.0% | 29,927 | $1.5M |
| Capital Squared Financial LLC | 1.72% | — | 29,406 | $1.5M |
| Creative Financial Designs Inc. | 0.11% | Reduce -0.3% | 29,236 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | New | 29,005 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +3.2% | 28,772 | $1.4M |
| Breakwater Investment Management | 0.56% | Reduce -2.6% | 28,738 | $1.4M |
| Tilia Fiduciary Partners, Inc. | 0.87% | Add +58.0% | 28,379 | $1.4M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +1.9% | 28,031 | $1.4M |
| Csenge Advisory Group | 0.07% | Add +0.5% | 28,120 | $1.4M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -0.3% | 27,976 | $1.4M |
| Maseco LLP | 0.05% | — | 27,811 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.16% | Reduce -1.1% | 27,788 | $1.4M |
| Forum Financial Management, LP | 0.02% | Add +25.4% | 27,780 | $1.4M |
| Macroview Investment Management LLC | 1.13% | Add +5.8% | 27,435 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +15918.1% | 27,391 | $1.4M |
| KPP Advisory Services LLC | 0.23% | New | 27,310 | $1.4M |
| Coston, McIsaac & Partners | 0.35% | Add +17.7% | 27,239 | $1.4M |
| JT Stratford LLC | 0.20% | Add +8.5% | 26,550 | $1.3M |
| Oak Harvest Investment Services | 0.17% | Add +13.7% | 26,540 | $1.3M |
| Marathon Strategic Advisors, LLC | 1.23% | Reduce -2.3% | 26,367 | $1.3M |
| Compound Planning, Inc. | 0.05% | Add +35.0% | 25,950 | $1.3M |
| FDx Advisors, Inc. | 0.40% | Add +2.4% | 25,767 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Add +5.6% | 25,710 | $1.3M |
| Washington Trust Bank | 0.10% | Add +4.3% | 24,785 | $1.2M |
| Kraft Asset Management, LLC | 1.16% | Reduce -9.1% | 24,738 | $1.2M |
| Bulltick Wealth Management, LLC | 0.31% | Add +1.7% | 24,662 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Add +220.2% | 24,548 | $1.2M |
| Mustard Seed Financial, LLC | 0.88% | Reduce -3.2% | 24,226 | $1.2M |
| Midwest Trust Co | 0.02% | — | 23,653 | $1.2M |
| Maltin Wealth Management, Inc. | 0.53% | Reduce -5.4% | 23,276 | $1.2M |
| Larson Financial Group LLC | 0.05% | Reduce -0.2% | 22,999 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +81.2% | 22,899 | $1.2M |
| Sage Capital Management, LLC | 0.55% | Reduce -6.0% | 22,710 | $1.1M |
| Successful Portfolios LLC | 0.70% | Reduce -1.6% | 22,631 | $1.1M |
| Innovative Wealth Building LLC | 0.94% | New | 22,587 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -3.6% | 22,564 | $1.1M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -5.9% | 22,377 | $1.1M |
| Factor Wealth Management LTD | 0.31% | Reduce -3.6% | 22,340 | $1.1M |
| Stone Summit Wealth LLC | 0.35% | Add +10.1% | 22,331 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Add +14.6% | 22,162 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +16.0% | 22,056 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +1.3% | 21,906 | $1.1M |
| FC Advisory LLC | 0.34% | Add +0.1% | 21,612 | $1.1M |
| Kings Path Partners LLC | 0.44% | Reduce -11.7% | 21,569 | $1.1M |
| Golden Road Advisors LLC | 0.72% | Reduce -2.8% | 21,492 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Add +20.4% | 21,172 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -29.0% | 20,781 | $1.0M |
| Woodward Diversified Capital, LLC | 0.53% | Add +107.7% | 20,719 | $1.0M |
| Regal Investment Advisors LLC | 0.08% | Reduce -1.1% | 20,665 | $1.0M |
| Jackson Hole Capital Partners, LLC | 0.19% | Add +0.1% | 20,577 | $1.0M |
| Round Rock Advisors LLC | 0.18% | Reduce -7.4% | 20,535 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -49.3% | 20,598 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.21% | Reduce -2.5% | 20,490 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Reduce -8.2% | 20,227 | $1.0M |
| MA Private Wealth | 0.18% | New | 20,024 | $1.0M |
| Kaufman Rossin Wealth, LLC | 0.63% | Reduce -5.7% | 19,813 | $996K |
| Unison Advisors LLC | 0.11% | Add +0.2% | 19,749 | $993K |
| Ledyard National Bank | 0.09% | Reduce -4.3% | 19,626 | $987K |
| Choreo, LLC | 0.01% | Add +19.0% | 19,527 | $982K |
| BCS Private Wealth Management, Inc. | 0.36% | — | 19,273 | $969K |
| Conservest Capital Advisors, Inc. | 0.10% | Add +343.8% | 19,155 | $963K |
| Independent Wealth Network Inc. | 0.35% | Add +4.0% | 18,859 | $948K |
| Dopkins Wealth Management, LLC | 0.42% | Add +29.6% | 18,801 | $945K |
| Integrated Advisors Network LLC | 0.04% | Reduce -6.2% | 18,787 | $944K |
| USA Financial Formulas | 0.16% | New | 18,782 | $944K |
| Focus Financial Network, Inc. | 0.04% | Reduce -35.8% | 18,581 | $934K |
| Sagace Wealth Management LLC | 0.70% | Add +62.5% | 18,551 | $933K |
| Willow Creek Wealth Management Inc. | 0.08% | Add +28.6% | 18,460 | $928K |
| Sheets Smith Wealth Management | 0.11% | New | 18,412 | $926K |
| Stewardship Advisors, LLC | 0.23% | Reduce -1.7% | 18,405 | $925K |
| Center For Asset Management LLC | 0.57% | Add +34.1% | 19,049 | $922K |
| Mraz, Amerine & Associates, Inc. | 0.15% | Reduce -8.1% | 18,330 | $921K |
| Independent Financial Group, LLC | 0.03% | Reduce -28.4% | 18,136 | $912K |
| Mengis Capital Management, Inc. | 0.19% | Add +12.0% | 18,059 | $908K |
| Commons Capital, LLC | 0.69% | Reduce -10.1% | 17,930 | $901K |
| SteelPeak Wealth, LLC | 0.03% | Add +1.8% | 17,540 | $882K |
| L.K. Benson & Company, P.C. | 0.54% | Add +0.2% | 17,395 | $874K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.0% | 17,388 | $874K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Add +9.5% | 17,159 | $862K |
| SimpliFi, Inc. | 0.38% | Add +0.2% | 17,090 | $859K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -1.4% | 17,008 | $855K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -51.8% | 16,983 | $854K |
| Synovus Financial Corp. | 0.01% | No change | 16,764 | $843K |
| Avion Wealth | 0.19% | Add +16.7% | 16,634 | $836K |
| Meridian Wealth Management, LLC | 0.04% | Add +18.6% | 16,451 | $827K |
| AllSquare Wealth Management LLC | 0.46% | No change | 16,440 | $826K |
| Pallas Capital Advisors LLC | 0.03% | No change | 16,419 | $825K |
| Physician Wealth Solutions Inc. | 0.38% | Reduce -10.7% | 16,356 | $822K |
| Prostatis Group LLC | 0.23% | Reduce -10.7% | 16,298 | $819K |
| Prospera Financial Services Inc | 0.02% | Reduce -19.1% | 16,163 | $812K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -73.0% | 16,065 | $808K |
| Wrenne Financial Planning LLC | 0.38% | Add +0.1% | 16,048 | $807K |
| TPG Advisors LLC | 0.58% | Add +3.6% | 16,011 | $805K |
| Allegheny Financial Group | 0.18% | New | 15,988 | $804K |
| Private Trust Co. NA | 0.08% | Reduce -43.1% | 15,883 | $798K |
| Brookwood Investment Group LLC | 0.13% | Reduce -50.6% | 15,825 | $796K |
| JDH Wealth Management, LLC | 0.61% | Add +17.2% | 15,816 | $795K |
| Hershey Financial Advisers, LLC | 0.71% | — | 15,736 | $791K |
| Essex Financial Services, Inc. | 0.05% | Reduce -3.7% | 15,710 | $790K |
| Fischer Financial Services, Inc. | 0.23% | Add +6.1% | 15,690 | $787K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | Reduce -8.2% | 15,589 | $784K |
| Hemington Wealth Management | 0.11% | No change | 15,574 | $782K |
| United Advisor Group, LLC | 0.13% | New | 15,387 | $773K |
| GenTrust, LLC | 0.04% | Add +0.0% | 15,337 | $771K |
| Brighton Securities Corp. | 0.42% | New | 15,141 | $761K |
| Capstone Wealth Management, LLC | 0.66% | Add +14.1% | 15,060 | $757K |
| Clearbridge Investments, LLC | 0.00% | Reduce -11.8% | 15,000 | $754K |
| Black Diamond Financial, LLC | 0.12% | Reduce -3.6% | 14,915 | $750K |
| Kathmere Capital Management, LLC | 0.06% | Add +10.4% | 14,633 | $736K |
| Roble, Belko & Company, Inc | 0.11% | Reduce -92.9% | 14,596 | $734K |
| Adams Wealth Management | 0.14% | Add +15.5% | 14,574 | $733K |
| CacheTech Inc. | 0.13% | Add +15.5% | 14,574 | $733K |
| One Degree Advisors Inc | 0.26% | Add +0.9% | 14,497 | $728K |
| First Horizon Advisors, Inc. | 0.02% | Add +59.5% | 14,433 | $726K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -27.9% | 14,294 | $719K |
| Tudor Investment Corporation | 0.01% | New | 14,212 | $714K |
| Wellington Shields & Co., LLC | 0.20% | No change | 14,000 | $704K |
| Horizon Financial Services, LLC | 0.37% | Add +19.9% | 13,857 | $697K |
| Cwm, LLC | 0.00% | Reduce -21.8% | 13,776 | $693K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,689 | $688K |
| BCGM Wealth Management, LLC | 0.19% | New | 13,624 | $685K |
| Hilltop Holdings Inc. | 0.04% | Reduce -16.8% | 13,577 | $683K |
| McGrath & Associates, Inc. | 1.11% | Reduce -29.2% | 13,516 | $679K |
| McElhenny Sheffield Capital Management, LLC | 0.18% | Reduce -0.4% | 13,442 | $676K |
| N.E.W. Advisory Services LLC | 0.07% | Add +2.7% | 13,441 | $676K |
| Inman Jager Wealth Management, LLC | 0.46% | Add +5.5% | 13,437 | $675K |
| Southland Equity Partners LLC | 0.15% | Add +2.7% | 13,394 | $673K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -4.7% | 13,228 | $665K |
| Wesbanco Bank Inc. | 0.02% | Add +4.0% | 13,215 | $664K |
| Pure Portfolios Holdings LLC | 0.22% | Add +69.3% | 13,174 | $662K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -80.7% | 13,084 | $658K |
| Kovack Advisors, Inc. | 0.06% | Reduce -1.4% | 13,078 | $657K |
| Private Harbour Investment Management & Counsel, LLC | 0.67% | No change | 12,870 | $647K |
| Pathstone Holdings, LLC | 0.00% | Reduce -21.3% | 12,666 | $637K |
| Pillar Financial Advisors, LLC | 0.44% | No change | 12,664 | $637K |
| Moser Wealth Advisors, LLC | 0.30% | Add +9.3% | 12,620 | $634K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +69.8% | 12,574 | $632K |
| HMV Wealth Advisors, LLC | 0.41% | Add +25.9% | 12,540 | $630K |
| Hardin Capital Partners, LLC | 0.37% | Add +8.9% | 12,552 | $625K |
| Laurel Wealth Advisors LLC | 0.09% | No change | 12,420 | $624K |
| HBW Advisory Services LLC | 0.08% | Add +73.4% | 12,374 | $622K |
| Strategic Investment Advisors / MI | 0.06% | Add +9.7% | 12,323 | $619K |
| Flagstar Securities, Inc. | 0.17% | Add +3.6% | 12,244 | $615K |
| Savvy Advisors, Inc. | 0.04% | Add +166.5% | 12,069 | $607K |
| Diversified Enterprises, LLC | 0.04% | Reduce -21.4% | 11,972 | $602K |
| Caldwell Trust Co | 0.06% | Reduce -0.4% | 11,920 | $599K |
| SkyOak Wealth, LLC | 0.12% | No change | 11,795 | $593K |
| Mather Group, Llc. | 0.01% | Reduce -1.8% | 11,703 | $588K |
| BIP Wealth, LLC | 0.04% | Reduce -15.1% | 11,684 | $587K |
| Beckerman Institutional, LLC | 0.39% | No change | 11,595 | $583K |
| Skyline Advisors, Inc. | 0.21% | New | 11,564 | $581K |
| BridgePort Financial Solutions, LLC | 0.19% | Add +10.5% | 11,496 | $578K |
| Envision Financial LLC | 0.38% | Reduce -4.3% | 11,434 | $575K |
| Claris Advisors, LLC / Mo / | 0.20% | Add +21.9% | 11,412 | $574K |
| &partners | 0.00% | Reduce -70.9% | 11,411 | $574K |
| Brookstone Capital Management | 0.01% | Reduce -1.7% | 11,362 | $571K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -71.5% | 11,310 | $569K |
| Northstar Group, Inc. | 0.09% | Reduce -3.4% | 11,157 | $561K |
| Arkos Global Advisors | 0.08% | No change | 11,102 | $558K |
| Shayne & Jacobs, LLC | 0.18% | No change | 10,950 | $550K |
| Elevated Capital Advisors, LLC | 0.15% | No change | 10,941 | $546K |
| Keebeck Wealth Management | 0.07% | New | 10,761 | $541K |
| Capital Investment Services of America, Inc. | 0.05% | Add +10.3% | 10,673 | $537K |
| Moneco Advisors, LLC | 0.05% | Add +1.1% | 10,639 | $535K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +6.4% | 10,546 | $530K |
| Seneschal Advisors, LLC | 0.42% | New | 10,527 | $529K |
| FineMark National Bank & Trust | 0.02% | No change | 10,514 | $529K |
| Ballentine Partners, LLC | 0.01% | Add +0.1% | 10,348 | $520K |
| WealthTrak Capital Management LLC | 0.43% | Reduce -1.2% | 10,325 | $519K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -13.1% | 10,260 | $516K |
| Keystone Financial Group, Inc. | 0.33% | Reduce -85.6% | 10,258 | $514K |
| Snowden Capital Advisors LLC | 0.02% | No change | 10,132 | $509K |
| Dakota Wealth Management | 0.01% | Reduce -20.4% | 10,124 | $509K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Add +0.1% | 10,088 | $507K |
| AE Wealth Management LLC | 0.00% | Reduce -15.1% | 9,990 | $502K |
| CoreCap Advisors, LLC | 0.02% | Add +29.1% | 9,691 | $487K |
| Denali Advisors LLC | 0.05% | Reduce -0.7% | 9,686 | $487K |
| Compass Capital Corp. /Ma/ | 0.23% | Reduce -5.3% | 9,651 | $485K |
| M&T Bank Corp | 0.00% | Add +0.6% | 9,632 | $484K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 9,590 | $482K |
| Atlantic Union Bankshares Corp | 0.01% | New | 9,556 | $480K |
| Bokf, NA | 0.01% | New | 9,400 | $473K |
| NorthCoast Asset Management LLC | 0.00% | Add +7.5% | 9,306 | $468K |
| Avantax Planning Partners, Inc. | 0.01% | Add +5.1% | 9,276 | $466K |
| Accredited Wealth Management, LLC | 0.38% | Reduce -1.6% | 9,216 | $463K |
| Ameriflex Group, Inc. | 0.24% | Add +11.1% | 9,158 | $460K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +120.3% | 9,133 | $459K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.5% | 9,108 | $458K |
| Brighton Jones LLC | 0.01% | Reduce -23.2% | 9,037 | $454K |
| American Investment Services, Inc. | 0.11% | Add +12.6% | 8,956 | $450K |
| Shared Vision Wealth Group LLC | 0.22% | No change | 8,885 | $444K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.4% | 8,790 | $442K |
| Johnson Financial Group, LLC | 0.04% | Reduce -14.0% | 8,536 | $429K |
| GWN Securities Inc. | 0.08% | Reduce -84.5% | 8,494 | $427K |
| Coordinated Financial Services, Inc. | 0.30% | — | 8,429 | $424K |
| Canandaigua National Bank & Trust Co. | 0.04% | New | 8,403 | $422K |
| UMB Bank, n.a. | 0.01% | Add +1.2% | 8,348 | $420K |
| Main Street Group, LTD | 0.15% | Reduce -1.8% | 8,231 | $414K |
| Madden Advisory Services, Inc. | 0.18% | Add +2.9% | 8,227 | $414K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 8,190 | $412K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +0.1% | 8,144 | $409K |
| Creekside Partners | 0.19% | Add +0.1% | 8,119 | $408K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -72.6% | 8,083 | $406K |
| Midwestern Financial, LLC | 0.38% | — | 8,024 | $403K |
| Western Wealth Management, LLC | 0.02% | Add +10.5% | 7,826 | $393K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +18.6% | 7,803 | $392K |
| Angeles Wealth Management, LLC | 0.03% | Add +47.7% | 7,797 | $392K |
| Flywheel Private Wealth LLC | 0.31% | No change | 7,743 | $389K |
| Brewster Financial Planning LLC | 0.26% | No change | 7,637 | $384K |
| Iams Wealth Management, LLC | 0.17% | Reduce -8.4% | 7,563 | $380K |
| Leavell Investment Management, Inc. | 0.02% | Add +4.5% | 7,495 | $377K |
| Old North State Trust, LLC | 0.26% | Reduce -75.8% | 7,456 | $375K |
| Embree Financial Group | 0.06% | Reduce -0.9% | 7,405 | $372K |
| Composition Wealth, LLC | 0.01% | Reduce -11.1% | 7,204 | $362K |
| Eagle Bay Advisors LLC | 0.30% | Reduce -4.8% | 7,176 | $361K |
| Advyzon Investment Management, LLC | 0.08% | New | 7,137 | $359K |
| Prime Buchholz LLC | 0.11% | Add +0.2% | 7,135 | $359K |
| Proffitt & Goodson Inc. | 0.05% | No change | 7,104 | $357K |
| Pine Harbor Wealth Management, LLC | 0.13% | Reduce -6.4% | 7,095 | $357K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,063 | $355K |
| Lynx Investment Advisory | 0.23% | Add +2.0% | 7,033 | $354K |
| World Investment Advisors | 0.01% | Add +9.1% | 7,021 | $353K |
| Prosperity Wealth Management, Inc. | 0.13% | New | 7,018 | $353K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.7% | 7,002 | $352K |
| Cahill Financial Advisors Inc. | 0.04% | Add +15.5% | 6,714 | $338K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -3.5% | 6,604 | $332K |
| Five Oceans Advisors | 0.14% | Reduce -3.1% | 6,560 | $330K |
| Chicago Capital, LLC | 0.01% | No change | 6,553 | $329K |
| Access Financial Services, Inc. | 0.12% | New | 6,515 | $328K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Reduce -1.0% | 6,446 | $324K |
| Consolidated Portfolio Review Corp | 0.04% | New | 6,431 | $323K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.0% | 6,429 | $323K |
| Harbour Investments, Inc. | 0.01% | Reduce -39.7% | 6,372 | $320K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.9% | 6,310 | $317K |
| Cedar Mountain Advisors, LLC | 0.07% | Reduce -24.5% | 6,253 | $314K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -42.1% | 6,189 | $311K |
| FMB Wealth Management | 0.15% | No change | 6,184 | $311K |
| Capstone Wealth Management Group LLC | 0.22% | No change | 6,097 | $306K |
| American Trust | 0.03% | New | 6,060 | $305K |
| Perennial Investment Advisors, LLC | 0.03% | Add +18.3% | 6,047 | $304K |
| Red Wave Investments LLC | 0.10% | No change | 5,997 | $301K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +6.5% | 5,896 | $296K |
| Peak Retirement Planning, Inc. | 0.12% | Add +0.9% | 5,808 | $292K |
| Discipline Wealth Solutions, LLC | 0.11% | New | 5,789 | $291K |
| Fortis Capital Advisors, LLC | 0.05% | Add +10.1% | 5,727 | $288K |
| Belpointe Asset Management LLC | 0.01% | Add +10.1% | 5,727 | $288K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -11.2% | 5,708 | $287K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.4% | 5,714 | $286K |
| Archer Investment Corp | 0.07% | No change | 5,670 | $285K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +6.4% | 5,664 | $285K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -4.2% | 5,652 | $284K |
| GeoWealth Management, LLC | 0.01% | Reduce -83.9% | 5,590 | $281K |
| Citizens Financial Group Inc. | 0.00% | New | 5,584 | $281K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 5,534 | $278K |
| Accurate Wealth Management, LLC | 0.04% | Add +0.8% | 5,555 | $277K |
| Old National Bancorp | 0.00% | New | 5,500 | $276K |
| Grand Wealth Management, LLC | 0.14% | Reduce -16.0% | 5,453 | $274K |
| Principia Wealth Advisory, LLC | 0.23% | Add +5.8% | 5,424 | $273K |
| Maia Wealth LLC | 0.05% | Add +11.0% | 5,382 | $271K |
| Freestate Advisors LLC | 0.24% | Add +0.1% | 5,317 | $267K |
| Verus Capital Partners, LLC | 0.02% | Reduce -0.1% | 5,273 | $265K |
| Petra Financial Advisors Inc. | 0.17% | Add +5.1% | 5,267 | $265K |
| Integris Wealth Management, LLC | 0.07% | No change | 5,256 | $264K |
| Cascade Financial Partners, LLC | 0.03% | No change | 5,211 | $262K |
| Sax Wealth Advisors, LLC | 0.02% | New | 5,170 | $260K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 5,165 | $260K |
| Towneley Capital Management, Inc / DE | 0.06% | Reduce -2.3% | 5,119 | $257K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,115 | $257K |
| Bragg Financial Advisors, Inc | 0.01% | Add +1.9% | 5,112 | $257K |
| Trademark Financial Management, LLC | 0.16% | New | 5,111 | $257K |
| Rockland Trust Co. | 0.01% | No change | 5,100 | $256K |
| Blue Trust, Inc. | 0.00% | No change | 5,100 | $256K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 5,092 | $256K |
| Fiduciary Advisors, Inc. | 0.23% | Reduce -8.1% | 5,088 | $256K |
| Richmond Investment Services, LLC | 0.05% | New | 5,068 | $255K |
| Tenon Financial LLC | 0.11% | Add +0.2% | 5,064 | $255K |
| Wedmont Private Capital | 0.01% | Add +0.7% | 5,094 | $254K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -27.5% | 5,054 | $254K |
| Sharkey, Howes & Javer | 0.03% | New | 5,047 | $254K |
| 2UniFi Bank | 0.14% | No change | 5,025 | $253K |
| Dogwood Wealth Management LLC | 0.12% | Add +0.6% | 5,054 | $252K |
| LifeGoal Investments, LLC | 0.24% | New | 4,976 | $250K |
| WealthCare Investment Partners, LLC | 0.09% | Reduce -0.2% | 4,987 | $248K |
| PFG Investments, LLC | 0.01% | Reduce -10.1% | 4,914 | $247K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 4,891 | $246K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,830 | $243K |
| Schwallier Wealth Management LLC | 0.15% | Reduce -53.2% | 4,827 | $243K |
| Sequent Planning LLC | 0.08% | New | 4,823 | $242K |
| LifePlan Investment Advisors, Inc. | 0.12% | New | 4,809 | $242K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +13.3% | 4,801 | $241K |
| Lakeshore Financial Planning, Inc. | 0.10% | Add +0.2% | 4,767 | $240K |
| TruNorth Capital Management, LLC | 0.05% | No change | 4,705 | $237K |
| Key Financial Inc | 0.05% | Add +0.0% | 4,699 | $236K |
| Soltis Investment Advisors LLC | 0.02% | Add +5.3% | 4,698 | $236K |
| SBI Securities Co., Ltd. | 0.01% | Add +11.1% | 4,698 | $236K |
| Elser Financial Planning, Inc | 0.29% | Reduce -0.4% | 4,653 | $234K |
| Root Financial Partners, LLC | 0.02% | Reduce -55.1% | 4,626 | $233K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 4,619 | $232K |
| Legacy PCG, LLC | 0.15% | Reduce -13.2% | 4,518 | $227K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.1% | 4,515 | $227K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $227K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -12.2% | 4,508 | $227K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -10.8% | 4,471 | $225K |
| eCIO, Inc. | 0.09% | Add +0.7% | 4,443 | $223K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -8.8% | 4,441 | $223K |
| Sunburst Financial Group, LLC | 0.05% | No change | 4,429 | $223K |
| Alhambra Investment Management LLC | 0.11% | Add +0.1% | 4,413 | $222K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,374 | $220K |
| JNBA Financial Advisors | 0.02% | Add +2.3% | 4,370 | $220K |
| Level Wealth Management LLC | 0.13% | No change | 4,360 | $219K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | Reduce -14.2% | 4,355 | $219K |
| Cornerstone Financial Group, LLC | 0.19% | No change | 4,354 | $219K |
| Golden Bell Financial Planning LLC | 0.20% | Add +0.2% | 4,253 | $214K |
| VERITY Wealth Advisors | 0.14% | No change | 4,239 | $213K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 4,234 | $213K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | Reduce -29.2% | 4,215 | $212K |
| Roth Financial Partners LLC | 0.08% | No change | 4,210 | $212K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 4,190 | $211K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,185 | $210K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,174 | $210K |
| WPG Advisers, LLC | 0.18% | Reduce -11.3% | 4,162 | $209K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.8% | 4,146 | $208K |
| Riverbend Wealth Management, LLC | 0.16% | New | 4,076 | $205K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -34.8% | 4,075 | $205K |
| Petix & Botte Co | 0.05% | New | 4,075 | $205K |
| Allied Investment Advisors, LLC | 0.04% | New | 4,014 | $202K |
| Keystone Financial Group | 0.02% | Reduce -1.7% | 4,004 | $201K |
| Able Wealth Management LLC | 0.10% | New | 4,002 | $201K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,737 | $188K |
| TCTC Holdings, LLC | 0.01% | New | 3,687 | $185K |
| Asset Dedication, LLC | 0.01% | Add +13.9% | 3,422 | $172K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 3,400 | $171K |
| Hilltop National Bank | 0.04% | — | 3,313 | $167K |
| Lanark Financial, Inc. | 0.01% | Reduce -9.5% | 3,296 | $165K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,125 | $157K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -7.4% | 3,038 | $153K |
| Arax Advisory Partners | 0.01% | Add +647.2% | 2,705 | $148K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -1.1% | 2,912 | $146K |
| Slow Capital, Inc. | 0.02% | New | 2,838 | $143K |
| Simplex Trading, LLC | 0.00% | New | 2,724 | $136K |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 2,624 | $132K |
| Legacy Bridge, LLC | 0.06% | No change | 2,588 | $130K |
| Rialto Wealth Management, LLC | 0.04% | Add +78.6% | 2,570 | $129K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.7% | 2,333 | $117K |
| Anchor Investment Management, LLC | 0.01% | Add +0.2% | 2,294 | $115K |
| Fairman Group, LLC | 0.09% | Add +0.2% | 2,265 | $114K |
| TD Capital Management LLC | 0.01% | Add +0.2% | 2,217 | $111K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.3% | 2,087 | $105K |
| Stelac Advisory Services LLC | 0.04% | No change | 2,055 | $103K |
| Minot DeBlois Advisors LLC | 0.10% | No change | 2,041 | $103K |
| Capital Analysts, LLC | 0.00% | No change | 2,000 | $101K |
| Oakworth Capital, Inc. | 0.01% | Reduce -12.5% | 1,722 | $87K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.2% | 1,638 | $82K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,561 | $78K |
| Hoese & Co LLP | 0.06% | Add +279.8% | 1,561 | $78K |
| Coastline Trust Co | 0.01% | No change | 1,470 | $74K |
| Tortoise Investment Management, LLC | 0.01% | Add +158.9% | 1,385 | $70K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $69K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,345 | $68K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -56.6% | 1,306 | $66K |
| Montag A & Associates Inc. | 0.00% | No change | 1,301 | $65K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 1,287 | $65K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -10.5% | 1,259 | $63K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,247 | $62K |
| Fifth Third Bancorp | 0.00% | Reduce -1.2% | 1,235 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,195 | $60K |
| Vestor Capital, LLC | 0.00% | Add +36.8% | 1,473 | $53K |
| Transce3nd, LLC | 0.02% | No change | 1,037 | $52K |
| Versant Capital Management, Inc | 0.01% | No change | 1,000 | $50K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -10.7% | 965 | $49K |
| HFM Investment Advisors, LLC | 0.02% | Reduce -8.4% | 953 | $48K |
| ORG Partners LLC | 0.01% | New | 844 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +77.5% | 783 | $39K |
| IFP Advisors, Inc | 0.00% | Reduce -64.9% | 741 | $37K |
| Motco | 0.00% | No change | 720 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.3% | 696 | $35K |
| Rossby Financial, LCC | 0.01% | Reduce -4.5% | 682 | $34K |
| TFC Financial Management, Inc. | 0.00% | New | 671 | $34K |
| First Pacific Financial | 0.00% | New | 655 | $33K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 619 | $31K |
| Parkworth Wealth Management, Inc. | 0.02% | Add +2296.0% | 599 | $30K |
| 10Elms LLP | 0.03% | No change | 594 | $30K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +96.3% | 585 | $29K |
| NBT Bank, N.A. | 0.00% | Add +21.0% | 547 | $28K |
| Tidemark, LLC | 0.01% | Reduce -8.4% | 535 | $27K |
| Global Trust Asset Management, LLC | 0.01% | No change | 505 | $25K |
| Garrison Bradford & Associates Inc. | 0.03% | No change | 500 | $25K |
| Financial Freedom, LLC | 0.01% | Add +0.2% | 492 | $25K |
| Rogco, LP | 0.01% | No change | 482 | $24K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 481 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 473 | $24K |
| Northwest Capital Management Inc | 0.01% | Reduce -86.6% | 443 | $22K |
| Investors Research Corp | 0.00% | Reduce -9.2% | 435 | $22K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -98.5% | 413 | $21K |
| Millstone Evans Group, LLC | 0.01% | No change | 406 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 375 | $19K |
| Blume Capital Management, Inc. | 0.00% | No change | 300 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| St Germain D J Co. Inc. | 0.00% | New | 291 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | New | 289 | $15K |
| Kiker Wealth Management, LLC | 0.01% | New | 289 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -59.5% | 289 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +1938.5% | 265 | $13K |
| Brooklyn Investment Group | 0.00% | Add +25200.0% | 253 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -83.3% | 251 | $13K |
| 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% | Add +0.5% | 223 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 215 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 206 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 195 | $9K |
| Tsfg, LLC | 0.00% | No change | 186 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 164 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 149 | $7K |
| SouthState Bank Corp | 0.00% | No change | 141 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 134 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 127 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 119 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -55.3% | 117 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 108 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -47.6% | 100 | $5K |
| Richardson Financial Services Inc. | 0.00% | Reduce -1.0% | 98 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Silicon Valley Capital Partners | 0.00% | New | 95 | $5K |
| Security National Bank | 0.00% | Reduce -8.5% | 86 | $4K |
| Sofi Wealth, LLC | 0.00% | Reduce -15.7% | 70 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -4.6% | 62 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 54 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 52 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 49 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 46 | $2K |
| Bank of New Hampshire | 0.00% | No change | 45 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -31.7% | 41 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 24 | $1K |
| Vision Financial Markets LLC | 0.00% | Add +4.2% | 25 | $1K |
| Alerus Financial NA | 0.00% | New | 23 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 20 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $804 |
| Decker Retirement Planning Inc. | 0.00% | Reduce -98.3% | 15 | $754 |
| Old Second National Bank of Aurora | 0.00% | No change | 13 | $654 |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 12 | $603 |
| IAG Wealth Partners, LLC | 0.00% | New | 9 | $452 |
| Dunhill Financial, LLC | 0.00% | New | 6 | $301 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 3 | $151 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $150 |
| New Millennium Group LLC | 0.00% | Reduce -71.4% | 2 | $94 |
| Abound Wealth Management | 0.00% | No change | 1 | $58 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 1 | $50 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.