Vanguard Short-Term TipsVTIPETF
13F holders, Q4 2025 (December 31)896holders +57
65new positions
65sold out
2famous investors
$49.31avg. 13F price*
At the end of Q4 2025, 896 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 57 from Q3 2025. 65 opened new positions and 65 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), LPL Financial LLC ($914.5M) and Goldman Sachs Group Inc. ($512.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $278.1M |
| Exits | 65 | $202.6M |
All 13F filers, Q3 2025 → Q4 2025: 24,899,298 shares bought and 12,606,830 shares sold, net +12,292,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 896 holders
| JPMorgan Chase & Co. | 0.10% | Add +5.0% | 30,130,365 | $1.5B |
| LPL Financial LLC | 0.25% | Add +6.0% | 18,490,336 | $914.5M |
| Goldman Sachs Group Inc. | 0.07% | Add +22.1% | 10,366,837 | $512.7M |
| Sei Investments Co. | 0.47% | Add +13.2% | 9,719,014 | $480.7M |
| Valmark Advisers, Inc. | 4.10% | Add +4.9% | 6,716,272 | $332.2M |
| Cambridge Associates LLC /Ma/ | 4.57% | Add +13.9% | 5,645,661 | $279.2M |
| FMR LLC | 0.01% | Reduce -2.1% | 5,091,855 | $251.8M |
| Morgan Stanley | 0.01% | Add +14.8% | 4,899,017 | $242.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.13% | Add +8.2% | 4,653,452 | $230.2M |
| Focus Partners Wealth | 0.24% | Add +18.7% | 4,254,717 | $210.4M |
| Wealthspire Advisors, LLC | 1.65% | Reduce -44.8% | 4,191,463 | $207.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.7% | 3,847,525 | $190.3M |
| Bank of America Corp. | 0.01% | Reduce -2.9% | 3,696,831 | $182.8M |
| Wealthfront Advisers LLC | 0.40% | Add +395.9% | 3,633,423 | $179.7M |
| Savant Capital, LLC | 1.01% | Add +5.1% | 3,594,862 | $177.8M |
| HighTower Advisors, LLC | 0.15% | Add +6.6% | 2,726,718 | $134.9M |
| Wells Fargo & Company | 0.02% | Add +4.0% | 2,134,259 | $105.6M |
| Klingman & Associates, LLC | 4.98% | Add +17.3% | 2,087,310 | $103.2M |
| Alesco Advisors, LLC, An ESL Co | 2.61% | Add +4.7% | 2,038,807 | $100.8M |
| Evoke Wealth, LLC | 1.77% | Add +51.2% | 1,865,321 | $92.3M |
| Studio Investment Management LLC | 16.46% | Add +5.7% | 1,821,477 | $90.1M |
| Satovsky Asset Management LLC | 15.87% | Add +3.7% | 1,655,868 | $81.9M |
| BOK Financial Private Wealth, Inc. | 4.76% | Add +7.5% | 1,573,390 | $77.8M |
| Betterment LLC | 0.15% | Reduce -5.1% | 1,555,395 | $76.9M |
| Russell Investments Group, Ltd. | 0.08% | New | 1,478,676 | $73.1M |
| True Link Financial Advisors, LLC | 4.36% | Add +6.8% | 1,452,626 | $71.8M |
| First Interstate Bank | 3.65% | New | 1,376,014 | $68.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 1,194,460 | $59.1M |
| Fund Evaluation Group, LLC | 1.94% | Reduce -0.9% | 1,183,741 | $58.5M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Reduce -70.6% | 1,101,118 | $54.5M |
| UBS Group AG | 0.01% | Reduce -4.2% | 1,041,217 | $51.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.5% | 1,031,922 | $51.0M |
| Assetmark, Inc. | 0.10% | Add +20.9% | 1,027,588 | $50.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.3% | 958,044 | $47.4M |
| Garde Capital, Inc. | 2.71% | Add +11.5% | 923,594 | $45.7M |
| Bleakley Financial Group, LLC | 0.79% | Add +6.3% | 920,002 | $45.5M |
| Osaic Holdings, Inc. | 0.07% | Reduce -1.4% | 908,542 | $44.9M |
| Cetera Investment Advisers | 0.05% | Add +3.1% | 906,209 | $44.8M |
| Strategic Financial Services, Inc. | 1.90% | Add +6.6% | 829,148 | $41.2M |
| Raymond James Financial Inc. | 0.01% | Add +8.7% | 793,536 | $39.2M |
| Adventist Health System/ West | 6.37% | No change | 766,010 | $37.9M |
| Trust Co. of Vermont | 1.51% | Add +62.7% | 732,514 | $36.2M |
| Efficient Advisors, LLC | 2.06% | Add +2.9% | 713,174 | $35.3M |
| Moller Wealth Partners | 7.35% | Add +1.1% | 709,958 | $35.1M |
| Beacon Capital Management, Inc. | 1.86% | Reduce -18.3% | 703,402 | $34.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.10% | Add +12.8% | 681,588 | $33.7M |
| Pacific Sage Partners, LLC | 5.34% | Add +10.8% | 680,517 | $33.7M |
| Cornerstone National Bank & Trust Co | 13.39% | Add +4.8% | 678,525 | $33.6M |
| Corient Private Wealth LP | 0.04% | Add +986.9% | 669,149 | $33.1M |
| Marotta Asset Management | 6.02% | Add +2.6% | 656,977 | $32.5M |
| Cerity Partners LLC | 0.05% | Reduce -1.0% | 644,577 | $31.9M |
| Altfest L J & Co. Inc. | 3.38% | Reduce -2.5% | 624,486 | $30.9M |
| Silver Oak Wealth Advisors Services, LLC | 19.88% | Add +4.0% | 623,127 | $30.8M |
| Royal Bank of Canada | 0.01% | Add +6.3% | 622,992 | $30.8M |
| Financial Plan, Inc. | 3.36% | — | 592,384 | $29.3M |
| Greystone Financial Group, LLC | 4.49% | Reduce -1.7% | 581,891 | $28.8M |
| Stratos Investment Management, LLC | 1.15% | Add +6.0% | 579,285 | $28.7M |
| Financial Consulate, Inc. | 3.77% | Add +13.1% | 557,604 | $27.6M |
| 3EDGE Asset Management, LP | 1.42% | Add +54.5% | 554,367 | $27.4M |
| Bailard, Inc. | 0.59% | New | 538,707 | $26.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.18% | Add +24.8% | 524,963 | $26.0M |
| EP Wealth Advisors, LLC | 0.13% | — | 522,421 | $25.8M |
| Define Financial, LLC | 14.31% | Add +15.2% | 510,398 | $25.2M |
| Schorn Wealth LLC | 7.54% | Add +1.3% | 502,499 | $24.9M |
| Northwest Wealth Management, LLC | 3.87% | Add +11.5% | 497,737 | $24.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 489,631 | $24.2M |
| Webster Bank, N. A. | 2.25% | Add +6.1% | 485,546 | $24.0M |
| Arlington Financial Advisors, LLC | 3.28% | Reduce -14.2% | 463,471 | $22.9M |
| Alaska Permanent Capital Management, LLC | 1.64% | Reduce -0.5% | 437,746 | $21.6M |
| Thompson Siegel & Walmsley LLC | 0.36% | Add +86.7% | 433,954 | $21.5M |
| Whelan Financial | 6.70% | Add +3.2% | 433,770 | $21.5M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +40.3% | 430,933 | $21.3M |
| Sellwood Investment Partners LLC | 8.22% | Add +17.8% | 425,432 | $21.0M |
| ProVise Management Group, LLC | 1.45% | Add +1.5% | 412,997 | $20.4M |
| Fairway Wealth LLC | 5.48% | Reduce -0.5% | 1,103,967 | $20.3M |
| Van Strum & Towne Inc. | 5.68% | Reduce -7.5% | 410,410 | $20.3M |
| Addison Advisors LLC | 4.51% | Add +12.1% | 405,650 | $20.1M |
| Brickley Wealth Management | 3.38% | Add +1.4% | 404,963 | $20.0M |
| Apella Capital, LLC | 0.39% | Add +2.1% | 403,232 | $19.9M |
| Benningfield Financial Advisors, LLC | 15.42% | Add +3.3% | 398,329 | $19.7M |
| Beaird Harris Wealth Management, LLC | 1.35% | Reduce -37.4% | 396,529 | $19.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +18.4% | 385,647 | $19.1M |
| Deane Retirement Strategies, Inc. | 7.82% | Reduce -0.0% | 382,212 | $18.9M |
| Portland Global Advisors LLC | 2.02% | Add +3.9% | 379,958 | $18.8M |
| Nkcfo LLC | 5.17% | No change | 361,700 | $17.9M |
| Twin Focus Capital Partners, LLC | 2.04% | Add +10.2% | 357,905 | $17.7M |
| MML Investors Services, LLC | 0.04% | Add +119.2% | 356,516 | $17.6M |
| Emprise Bank | 7.25% | Add +2.5% | 352,334 | $17.4M |
| Equitable Holdings, Inc. | 0.12% | Add +7.3% | 351,024 | $17.4M |
| Burton Enright Welch | 2.41% | Add +11.9% | 345,508 | $17.1M |
| Chemistry Wealth Management LLC | 3.18% | Add +9.2% | 343,863 | $17.0M |
| Nova R Wealth, Inc. | 6.12% | Add +17.4% | 339,368 | $16.8M |
| Stifel Financial Corp. | 0.01% | Add +2.4% | 336,837 | $16.7M |
| BlackRock, Inc. | 0.00% | New | 336,538 | $16.6M |
| Mayport, LLC | 3.31% | Add +25.8% | 332,424 | $16.4M |
| Asset Management One Co., Ltd. | 0.05% | Add +6.0% | 330,367 | $16.3M |
| North Star Investment Management Corp. | 1.02% | Add +23.6% | 328,718 | $16.3M |
| Perigon Wealth Management, LLC | 0.29% | Reduce -0.5% | 327,547 | $16.2M |
| Farmers & Merchants Investments Inc. | 0.44% | Add +6.3% | 321,170 | $15.9M |
| Franklin Resources Inc. | 0.00% | Reduce -12.4% | 319,501 | $15.8M |
| Alliancebernstein L.P. | 0.00% | New | 310,537 | $15.4M |
| Lifeworks Advisors, LLC | 1.98% | Add +2.3% | 309,233 | $15.3M |
| Jackson Thornton Wealth Management, LLC | 1.44% | Add +3.5% | 307,241 | $15.2M |
| Private Wealth Asset Management, LLC | 1.59% | Reduce -9.2% | 295,126 | $14.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +4.9% | 292,109 | $14.4M |
| Carnegie Investment Counsel | 0.27% | Add +2.4% | 290,676 | $14.4M |
| Boston Family Office LLC | 0.89% | Add +6.6% | 283,269 | $14.0M |
| SJS Investment Consulting Inc. | 1.77% | Add +17.1% | 283,238 | $14.0M |
| Atmos Advisory, LLC | 8.09% | Add +4.7% | 282,150 | $14.0M |
| Verus Financial Partners, Inc. | 1.26% | New | 277,475 | $13.7M |
| LPWM LLC | 3.44% | Add +4.6% | 275,811 | $13.6M |
| Wingate Wealth Advisors, Inc. | 7.42% | Add +38.5% | 268,795 | $13.3M |
| Alaska Wealth Advisors, LLC | 1.69% | Add +5.3% | 268,754 | $13.3M |
| SWAN Capital LLC | 5.00% | Add +14.2% | 260,105 | $12.9M |
| Glenview Trust Co | 0.20% | Add +9.5% | 258,197 | $12.8M |
| Baron Financial Group, LLC | 6.80% | Reduce -1.4% | 256,510 | $12.7M |
| Mariner, LLC | 0.01% | Add +6.8% | 252,087 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.8% | 246,442 | $12.2M |
| Twelve Points Wealth Management LLC | 2.74% | Add +4.1% | 245,708 | $12.2M |
| SB Capital Management Inc | 4.40% | — | 242,590 | $12.0M |
| Cresset Asset Management, LLC | 0.05% | Add +1.8% | 239,373 | $11.8M |
| Rehmann Capital Advisory Group | 0.61% | Add +14.6% | 237,509 | $11.8M |
| AMG National Trust Bank | 0.28% | Reduce -12.8% | 236,758 | $11.7M |
| Creative Planning | 0.01% | Reduce -13.3% | 233,785 | $11.6M |
| Roberts Glore & Co. Inc. | 3.03% | Add +1.6% | 229,976 | $11.4M |
| Connable Office Inc. | 1.03% | Reduce -12.6% | 227,839 | $11.3M |
| Signet Financial Management, LLC | 1.24% | Add +1.3% | 224,632 | $11.1M |
| 55 North Private Wealth, LLC | 2.84% | — | 217,623 | $10.8M |
| Citigroup Inc. | 0.01% | Add +3.2% | 214,890 | $10.6M |
| Scotia Capital Inc. | 0.04% | Add +6.1% | 210,202 | $10.4M |
| Ethos Financial Group, LLC | 0.77% | Add +27.3% | 209,870 | $10.4M |
| Stratos Wealth Advisors, LLC | 0.50% | Add +4.9% | 209,681 | $10.4M |
| Leuthold Group, LLC | 1.12% | Reduce -2.0% | 209,416 | $10.4M |
| Farther Finance Advisors, LLC | 0.11% | Add +139.7% | 207,389 | $10.3M |
| Brady Martz Wealth Solutions, LLC | 1.79% | Add +6.7% | 205,239 | $10.2M |
| Colorado Capital Management, Inc. | 3.77% | Add +4.0% | 203,074 | $10.0M |
| Advisory Services Network, LLC | 0.14% | Reduce -32.5% | 203,057 | $10.0M |
| Kondo Wealth Advisors, Inc. | 3.84% | Add +6.1% | 202,873 | $10.0M |
| NewEdge Advisors, LLC | 0.04% | Add +5.6% | 202,482 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +8.6% | 200,896 | $9.9M |
| Frisco Financial Planning LLC | 8.27% | Add +2.7% | 200,107 | $9.9M |
| Nvwm, LLC | 2.15% | Reduce -12.2% | 199,848 | $9.9M |
| Aurelius Family Office LLC | 4.19% | Add +6.1% | 196,750 | $9.7M |
| Opes Wealth Management LLC | 1.65% | New | 196,030 | $9.7M |
| Principal Securities, Inc. | 0.15% | Add +5.3% | 194,851 | $9.6M |
| Trust Co | 0.90% | Add +1.5% | 194,347 | $9.6M |
| Bulwark Capital Corp | 6.76% | Add +39.0% | 192,290 | $9.5M |
| FIDELIS iM, LLC | 3.69% | Add +452.4% | 192,252 | $9.5M |
| Procyon Advisors, LLC | 0.47% | Reduce -2.5% | 191,136 | $9.5M |
| SimpliFi, Inc. | 3.89% | Add +468.2% | 186,039 | $9.2M |
| Mgo One Seven LLC | 0.19% | Add +6.8% | 185,090 | $9.2M |
| Financial & Tax Architects, LLC | 2.04% | New | 183,575 | $9.1M |
| Advocate Group LLC | 1.47% | Add +12.3% | 183,481 | $9.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +1.5% | 181,890 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +5.6% | 181,634 | $9.0M |
| Jeppson Wealth Management, LLC | 2.81% | Reduce -2.2% | 179,687 | $8.9M |
| Whitegate Investment Counselors, Inc. | 2.77% | Add +6.9% | 179,299 | $8.9M |
| LifeWealth Investments, LLC | 2.79% | New | 178,203 | $8.8M |
| Finhabits Advisors LLC | 8.25% | — | 177,786 | $8.8M |
| ShankerValleau Wealth Advisors, Inc. | 2.38% | Add +6.4% | 177,672 | $8.8M |
| Cherry Tree Wealth Management, LLC | 1.84% | Add +4.8% | 176,041 | $8.7M |
| Sovereign Financial Group, Inc. | 1.52% | Add +0.8% | 171,963 | $8.5M |
| Sepio Capital, LP | 0.46% | Reduce -0.2% | 170,915 | $8.5M |
| Clarity Capital Advisors, LLC | 4.21% | Add +5.3% | 170,294 | $8.4M |
| Allworth Financial LP | 0.03% | Add +4.3% | 170,251 | $8.4M |
| SVRN Asset Management, LLC | 6.92% | — | 169,786 | $8.4M |
| HBE Wealth Management, LLC | 7.89% | — | 169,652 | $8.4M |
| Wright Wealth LLC | 5.34% | — | 165,620 | $8.2M |
| Graves Light Lenhart Wealth, Inc. | 0.87% | Add +6.1% | 165,299 | $8.2M |
| Guild Investment Management, Inc. | 6.04% | Add +208.2% | 164,555 | $8.1M |
| Cloud Capital Management, LLC | 3.83% | Add +2.1% | 163,869 | $8.1M |
| Magnus Financial Group LLC | 0.62% | Add +8.0% | 163,412 | $8.1M |
| C M Bidwell & Associates Ltd. | 3.79% | Add +6.6% | 162,364 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.1% | 161,182 | $8.0M |
| Roundview Capital LLC | 0.48% | Add +4.4% | 158,642 | $7.8M |
| North Ridge Wealth Advisors, Inc. | 4.39% | Reduce -0.0% | 158,621 | $7.8M |
| Family CFO Inc | 3.49% | Add +3.9% | 157,927 | $7.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +8.0% | 156,785 | $7.8M |
| Integrity Alliance, Llc. | 0.28% | Add +5.7% | 154,049 | $7.6M |
| Ameritas Advisory Services, LLC | 0.28% | Add +2440.4% | 153,418 | $7.6M |
| Gradient Capital Advisors, LLC | 1.96% | Reduce -0.7% | 153,383 | $7.6M |
| Yeomans Consulting Group, Inc. | 2.19% | Add +133.8% | 151,299 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.5% | 144,845 | $7.2M |
| Fort Vancouver Investment Management, LLC | 3.81% | Add +4.0% | 144,260 | $7.1M |
| TPG Financial Advisors, LLC | 2.37% | New | 143,750 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +34.3% | 143,404 | $7.1M |
| XY Planning Network, Inc. | 1.23% | Add +72.5% | 143,100 | $7.1M |
| Atlas Capital Advisors Inc. | 0.78% | — | 141,028 | $7.0M |
| Good Harbor Advisors, Inc. | 7.95% | — | 138,053 | $6.8M |
| Robinswood Financial LLC | 2.17% | Add +22.9% | 137,325 | $6.8M |
| Family Wealth Partners, LLC | 2.39% | Add +5.1% | 133,916 | $6.6M |
| White Lighthouse Investment Management Inc. | 0.91% | Add +5.4% | 131,912 | $6.5M |
| Banco Santander, S.A. | 0.05% | No change | 130,387 | $6.4M |
| Elevation Capital Advisory, LLC | 2.57% | Add +436.6% | 127,369 | $6.3M |
| Mullaney, Keating & Wright, Inc. | 3.32% | Add +1.3% | 126,981 | $6.3M |
| Plum Street Advisors, LLC | 2.23% | Add +15.9% | 126,350 | $6.2M |
| Peirce Capital Management, LLC | 2.47% | Add +3.7% | 125,418 | $6.2M |
| Tilson Financial Group, Inc. | 1.91% | Add +9.2% | 125,215 | $6.2M |
| Morningstar Investment Management LLC | 0.36% | No change | 124,391 | $6.2M |
| Friday Financial | 2.13% | Add +20.3% | 122,018 | $6.0M |
| Breakwater Capital Group | 0.84% | Add +10.1% | 121,802 | $6.0M |
| Tru Independence Asset Management 2, LLC | 3.73% | Add +14.3% | 120,548 | $6.0M |
| AQR Capital Management | 0.00% | Add +6.5% | 120,024 | $5.9M |
| Callan Family Office, LLC | 0.12% | New | 116,867 | $5.8M |
| Fairview Capital Investment Management, LLC | 0.30% | Add +3.7% | 116,819 | $5.8M |
| Essential Planning, LLC. | 1.82% | Reduce -3.5% | 115,356 | $5.7M |
| Tme Financial, Inc. | 3.99% | Reduce -7.7% | 114,792 | $5.7M |
| Cardiff Park Advisors, LLC | 0.47% | Reduce -3.0% | 114,778 | $5.7M |
| Meritas Wealth Management, LLC | 2.72% | Add +4.4% | 114,277 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Add +7.8% | 113,441 | $5.6M |
| Greenbush Financial Group, LLC | 1.88% | Add +12.8% | 111,584 | $5.5M |
| Spire Wealth Management | 0.18% | Add +9.7% | 109,031 | $5.4M |
| Curran Financial Partners, LLC | 1.00% | Add +16.8% | 106,656 | $5.3M |
| Shotwell Rutter Baer Inc | 3.11% | Add +13.3% | 104,480 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +40.5% | 104,547 | $5.2M |
| Certified Advisory Corp | 0.47% | Add +7.8% | 104,296 | $5.2M |
| Phillips Financial Management, LLC | 0.32% | Add +2.2% | 101,721 | $5.0M |
| Aspirean Wealth, LLC | 5.48% | — | 101,407 | $5.0M |
| Anderson Hoagland & Co. | 0.43% | Add +29.3% | 100,743 | $5.0M |
| Manuka Financial, LLC | 3.05% | Add +0.1% | 99,304 | $4.9M |
| Poinciana Advisors Group, LLC | 3.87% | Reduce -2.6% | 99,106 | $4.9M |
| Austin Asset Management Co Inc | 0.83% | Reduce -7.8% | 97,902 | $4.8M |
| Gould Asset Management LLC | 0.85% | Add +1.7% | 97,007 | $4.8M |
| Hutchinson Capital Management | 0.82% | Add +5.7% | 96,853 | $4.8M |
| Destiny Wealth Partners, LLC | 0.54% | Reduce -14.8% | 95,845 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -16.3% | 93,240 | $4.6M |
| Fiduciary Trust Co | 0.05% | Reduce -1.9% | 92,523 | $4.6M |
| Hoese & Co LLP | 3.24% | Add +71.8% | 91,772 | $4.5M |
| Petersen Hastings Wealth Advisors Inc. | 0.43% | — | 90,582 | $4.5M |
| Ames National Corp. | 2.62% | Add +3.8% | 90,564 | $4.5M |
| Symmetry Partners, LLC | 0.26% | Add +20.6% | 90,473 | $4.5M |
| Squire Investment Management Company, LLC | 1.34% | Add +6.3% | 89,722 | $4.4M |
| Cary Street Partners Financial LLC | 0.11% | Reduce -2.0% | 89,491 | $4.4M |
| Aerodigm Wealth, LLC | 1.64% | Add +13.1% | 86,101 | $4.3M |
| Lutz Financial Services LLC | 0.29% | Reduce -0.0% | 85,530 | $4.2M |
| Maryland Capital Advisors Inc. | 1.43% | Add +10.4% | 85,416 | $4.2M |
| West Paces Advisors Inc. | 0.81% | Reduce -13.5% | 84,189 | $4.2M |
| Genesis Wealth Advisors, LLC | 2.84% | Add +3.2% | 83,912 | $4.2M |
| Lido Advisors, LLC | 0.02% | Reduce -0.2% | 81,721 | $4.1M |
| Hurlow Wealth Management Group, Inc. | 1.01% | Add +13.9% | 83,092 | $4.1M |
| Belleair Asset Management, LLC | 3.89% | — | 82,575 | $4.1M |
| Aspiriant, LLC | 0.12% | Reduce -1.1% | 81,710 | $4.0M |
| Northern Lights Advisors, Inc. | 2.74% | — | 80,731 | $4.0M |
| Private Client Services, LLC | 1.24% | Add +2.1% | 80,120 | $4.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -14.9% | 79,850 | $3.9M |
| Passive Capital Management, LLC. | 1.22% | Reduce -0.1% | 78,774 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +117.8% | 77,454 | $3.8M |
| Secure Asset Management, LLC | 0.60% | Add +6.8% | 77,262 | $3.8M |
| CogentBlue Wealth Advisors, LLC | 2.57% | Reduce -8.5% | 76,258 | $3.8M |
| First Hawaiian Bank | 0.50% | Reduce -16.3% | 75,696 | $3.7M |
| Ritholtz Wealth Management | 0.07% | Add +11.8% | 75,612 | $3.7M |
| RAM Investment Partners, LLC | 0.67% | Add +1.5% | 75,444 | $3.7M |
| First American Trust, FSB | 0.25% | Reduce -5.8% | 74,956 | $3.7M |
| US Bancorp \de | 0.00% | Add +0.7% | 74,472 | $3.7M |
| Sfm, LLC | 2.12% | Add +5.4% | 72,981 | $3.6M |
| Southeast Asset Advisors, LLC | 0.34% | New | 72,820 | $3.6M |
| Global Retirement Partners, LLC | 0.06% | Add +33.2% | 71,201 | $3.5M |
| Cwm, LLC | 0.01% | Add +239.8% | 70,978 | $3.5M |
| Private Wealth Management Group, LLC | 0.94% | Add +0.9% | 70,836 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +1.4% | 70,671 | $3.5M |
| K2 Financial Inc. | 2.66% | Add +14.2% | 69,617 | $3.4M |
| Chesley Taft & Associates LLC | 0.14% | Add +14.1% | 69,499 | $3.4M |
| Chicago Partners Investment Group LLC | 0.08% | Add +5.0% | 69,237 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +46.4% | 69,164 | $3.4M |
| Prism Planning Partners LLC | 3.82% | — | 68,754 | $3.4M |
| Almanack Investment Partners, LLC. | 0.57% | Reduce -16.9% | 68,119 | $3.4M |
| IFG Advisory, LLC | 0.15% | Add +12.3% | 67,346 | $3.3M |
| Blair William & Co. | 0.01% | Add +3.3% | 67,256 | $3.3M |
| Comprehensive Money Management Services LLC | 2.29% | Reduce -16.4% | 67,236 | $3.3M |
| M&T Bank Corp | 0.01% | Add +599.7% | 66,993 | $3.3M |
| Fortune Financial Advisors, LLC | 2.23% | Add +6.3% | 66,790 | $3.3M |
| TD Private Client Wealth LLC | 0.07% | Add +26.1% | 66,505 | $3.3M |
| Nepc LLC | 0.07% | No change | 65,564 | $3.2M |
| Sagace Wealth Management LLC | 2.20% | Add +1.8% | 65,293 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -9.5% | 65,253 | $3.2M |
| Palladiem, LLC | 3.04% | — | 64,782 | $3.2M |
| Cranbrook Wealth Management, LLC | 0.63% | Add +3.4% | 64,298 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | Add +2.3% | 64,099 | $3.2M |
| Sage Rhino Capital LLC | 0.59% | Add +3.4% | 62,769 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +3.3% | 62,394 | $3.1M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -12.7% | 61,803 | $3.1M |
| Liberty Capital Management, Inc. | 0.57% | Add +1.9% | 61,721 | $3.1M |
| ARK & TLK Investments, LLC | 0.84% | Add +13.6% | 61,656 | $3.0M |
| Financial Life Advisors | 0.93% | Add +6.1% | 61,087 | $3.0M |
| Opus Financial Solutions LLC | 2.85% | — | 61,049 | $3.0M |
| OMNI 360 Wealth, Inc. | 1.52% | Add +7.6% | 60,010 | $3.0M |
| Advisory Alpha, LLC | 0.08% | Reduce -0.3% | 59,842 | $3.0M |
| Generations Wealth, LLC | 3.01% | — | 59,450 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.09% | Add +2.5% | 59,372 | $2.9M |
| Farrell Financial LLC | 1.73% | Add +4.4% | 59,249 | $2.9M |
| Richmond Brothers, Inc. | 1.86% | Reduce -31.9% | 59,000 | $2.9M |
| Titan Global Capital Management USA LLC | 0.41% | Add +17.0% | 58,388 | $2.9M |
| Regal Investment Advisors LLC | 0.17% | Reduce -32.3% | 58,286 | $2.9M |
| Avant Financial Advisors LLC | 2.04% | Add +8.4% | 57,395 | $2.8M |
| Centurion Wealth Management LLC | 0.62% | Add +1.4% | 56,975 | $2.8M |
| Sharper & Granite LLC | 0.98% | Add +6.5% | 55,988 | $2.8M |
| Boston Standard Wealth Management, LLC | 0.46% | Add +4.2% | 55,906 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 55,889 | $2.8M |
| JMG Financial Group, Ltd. | 0.08% | Add +0.3% | 55,487 | $2.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.52% | Add +2.8% | 55,261 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +5.2% | 55,139 | $2.7M |
| Heritage Trust Co | 0.28% | Reduce -2.1% | 55,016 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -4.7% | 54,874 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +0.6% | 54,655 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 53,826 | $2.7M |
| Barry Investment Advisors, LLC | 0.59% | Reduce -15.7% | 53,462 | $2.6M |
| Modera Wealth Management, LLC | 0.03% | Add +1.6% | 53,211 | $2.6M |
| Lakewood Asset Management LLC | 1.54% | Add +9.7% | 53,132 | $2.6M |
| Point Nemo Capital, LLC | 2.60% | — | 53,060 | $2.6M |
| Asset Allocation Strategies LLC | 0.48% | Reduce -9.8% | 52,559 | $2.6M |
| Monarch Capital Management Inc. | 0.64% | Add +1.8% | 52,476 | $2.6M |
| Summit Global Investments | 0.15% | Add +5.5% | 51,904 | $2.6M |
| Raffa Wealth Management, LLC | 0.39% | Add +6.3% | 51,766 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +8.3% | 51,729 | $2.6M |
| Lodestone Wealth Management LLC | 1.04% | Reduce -0.3% | 51,412 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +8.8% | 51,348 | $2.5M |
| Sterling Financial Planning, Inc. | 0.76% | Add +9.9% | 50,818 | $2.5M |
| Veery Capital, LLC | 0.77% | Add +4.1% | 50,658 | $2.5M |
| Staley Capital Advisers Inc. | 0.10% | Add +34.7% | 50,425 | $2.5M |
| Apriem Advisors | 0.23% | Add +0.6% | 50,259 | $2.5M |
| HTG Investment Advisors, Inc. | 0.76% | Add +5.0% | 49,832 | $2.5M |
| Lodestar Private Asset Management LLC | 0.25% | Add +5.6% | 49,778 | $2.5M |
| Hegarty Advisors, LLC | 2.10% | — | 48,927 | $2.4M |
| Gilbert Capital Group, Inc. | 1.81% | Add +4.9% | 48,731 | $2.4M |
| Partners Capital Investment Group, LLP | 0.09% | Reduce -5.9% | 48,597 | $2.4M |
| Compton Financial Group, LLC | 0.54% | Reduce -16.0% | 48,414 | $2.4M |
| Florin Court Capital LLP | 3.31% | No change | 48,100 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +6.3% | 47,858 | $2.4M |
| Compound Planning, Inc. | 0.07% | Add +27.2% | 47,824 | $2.4M |
| New Dimensions Wealth Management, LLC | 2.01% | Reduce -0.8% | 47,599 | $2.4M |
| SpringVest Wealth Management LLC | 1.64% | Reduce -18.3% | 47,563 | $2.4M |
| Avalon Capital Management | 0.56% | Reduce -17.5% | 46,924 | $2.3M |
| Altiora Financial Group, LLC | 0.40% | Reduce -6.7% | 46,844 | $2.3M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -25.1% | 46,662 | $2.3M |
| BBR Partners, LLC | 0.12% | No change | 46,632 | $2.3M |
| CGN Advisors LLC | 0.18% | Add +8.3% | 45,847 | $2.3M |
| Arbor Investment Advisors, LLC | 0.30% | Reduce -1.3% | 45,575 | $2.3M |
| Headinvest, LLC | 0.45% | Add +8.9% | 45,560 | $2.3M |
| Vistica Wealth Advisors, LLC | 2.24% | — | 45,504 | $2.3M |
| Balanced Rock Investment Advisors LLC | 1.60% | Add +3.5% | 45,470 | $2.2M |
| Ifrah Financial Services, Inc. | 0.58% | Add +3.5% | 45,422 | $2.2M |
| Motley Fool Wealth Management, LLC | 0.17% | Add +2.8% | 45,207 | $2.2M |
| Equity Investment Corp. | 0.04% | Add +0.3% | 45,058 | $2.2M |
| Approach Retirement Advisors, LLC | 1.92% | — | 44,950 | $2.2M |
| Elevate Wealth Advisory, Inc. | 1.49% | Add +11.8% | 44,116 | $2.2M |
| Silver Oak Advisory Group, Inc. | 0.98% | Reduce -1.1% | 43,647 | $2.2M |
| RFG - Bristol Wealth Advisors, LLC | 0.60% | Add +1.6% | 43,594 | $2.2M |
| Macroview Investment Management LLC | 1.48% | Add +38.6% | 43,464 | $2.1M |
| Columbus Macro, LLC | 0.23% | Reduce -11.8% | 43,298 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.0% | 43,237 | $2.1M |
| Legacy Financial Group, Inc. | 0.56% | Add +1.1% | 43,231 | $2.1M |
| Triad Wealth Partners, LLC | 0.20% | Reduce -26.9% | 43,217 | $2.1M |
| Edgestream Partners, L.P. | 0.06% | Reduce -16.1% | 42,451 | $2.1M |
| Zeit Capital LLC | 1.41% | Reduce -0.0% | 42,135 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Add +2.0% | 42,104 | $2.1M |
| Seed Wealth Management, Inc. | 1.43% | Reduce -12.3% | 42,043 | $2.1M |
| Red Lighthouse Investment Management, LLC | 0.74% | Reduce -1.1% | 41,603 | $2.1M |
| Performance Wealth Partners, LLC | 0.06% | Add +0.1% | 41,350 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +0.1% | 41,247 | $2.0M |
| Keyvantage Wealth, LLC | 0.87% | New | 41,227 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 40,917 | $2.0M |
| HighPoint Advisor Group LLC | 0.04% | New | 40,537 | $2.0M |
| Amicus Financial Advisors, LLC | 0.55% | — | 40,194 | $2.0M |
| Bristlecone Value Partners, LLC | 2.27% | — | 39,846 | $2.0M |
| Cypress Capital, LLC | 0.55% | Add +2.3% | 39,748 | $2.0M |
| Retirement Planning Group, LLC | 0.06% | No change | 39,643 | $2.0M |
| Centennial Advisors, LLC | 2.50% | — | 38,863 | $1.9M |
| Timber Creek Capital Management LLC | 0.44% | Reduce -0.0% | 38,399 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.06% | Add +8.7% | 38,098 | $1.9M |
| J. Team Financial, Inc. | 1.87% | Add +0.0% | 37,916 | $1.9M |
| DORVAL Corp | 0.59% | Reduce -0.9% | 37,500 | $1.9M |
| Sheridan Capital Management, LLC | 0.93% | Add +3.7% | 37,153 | $1.8M |
| Tilia Fiduciary Partners, Inc. | 1.01% | Add +13.9% | 36,941 | $1.8M |
| Level Financial Advisors | 0.48% | Reduce -4.3% | 36,832 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -0.3% | 36,775 | $1.8M |
| Clear Creek Financial Management, LLC | 0.15% | Add +12.8% | 36,608 | $1.8M |
| Aegis Wealth Management LLC | 1.01% | Add +2.0% | 36,303 | $1.8M |
| Disciplined Investments, LLC | 0.69% | Reduce -5.9% | 36,289 | $1.8M |
| Flatrock Wealth Partners LLC | 0.86% | — | 36,146 | $1.8M |
| Greenspring Advisors, LLC | 0.11% | New | 36,139 | $1.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.26% | Add +4.3% | 36,023 | $1.8M |
| Visionary Wealth Advisors | 0.08% | Reduce -20.1% | 36,007 | $1.8M |
| Crabel Capital Management, LLC | 1.33% | Add +141.3% | 35,699 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 35,259 | $1.7M |
| Conservest Capital Advisors, Inc. | 0.16% | Add +14.0% | 35,056 | $1.7M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -33.8% | 34,898 | $1.7M |
| Seneschal Advisors, LLC | 1.27% | Add +32.4% | 34,835 | $1.7M |
| L. Roy Papp & Associates, LLP | 0.19% | No change | 34,697 | $1.7M |
| Diversify Wealth Management, LLC | 0.08% | Reduce -15.1% | 34,620 | $1.7M |
| ArchPoint Investors | 0.41% | No change | 34,614 | $1.7M |
| One Wealth Map LLC | 0.87% | Add +2.4% | 34,260 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.61% | Reduce -7.2% | 34,378 | $1.7M |
| Csenge Advisory Group | 0.08% | Add +23.9% | 33,614 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +975.6% | 33,612 | $1.7M |
| Creative Financial Designs Inc. | 0.10% | Add +14.0% | 33,341 | $1.6M |
| Brown Wealth Management, LLC | 0.43% | Reduce -62.9% | 33,219 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +1.2% | 32,704 | $1.6M |
| Comerica Bank | 0.01% | Add +9.4% | 32,355 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +1830.6% | 32,318 | $1.6M |
| Maseco LLP | 0.07% | New | 32,302 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Add +215.2% | 32,065 | $1.6M |
| Evanson Asset Management, LLC | 0.08% | Add +48.5% | 31,677 | $1.6M |
| Aries Wealth Management | 0.35% | Add +1.4% | 31,566 | $1.6M |
| AXS Investments LLC | 0.54% | Add +0.8% | 31,466 | $1.6M |
| JT Stratford LLC | 0.20% | Add +2.1% | 30,697 | $1.5M |
| Baker Ellis Asset Management LLC | 0.18% | New | 30,400 | $1.5M |
| Essential Partners LLC | 0.46% | Reduce -2.9% | 30,255 | $1.5M |
| Washington Trust Bank | 0.10% | Add +33.1% | 30,016 | $1.5M |
| Rinkey Investments | 0.38% | Reduce -0.9% | 29,983 | $1.5M |
| Capital Squared Financial LLC | 1.15% | Reduce -1.5% | 29,869 | $1.5M |
| Oak Harvest Investment Services | 0.16% | Add +12.6% | 29,712 | $1.5M |
| Breakwater Investment Management | 0.52% | Add +0.1% | 29,326 | $1.5M |
| Earned Wealth Advisors, LLC | 0.10% | Reduce -25.2% | 29,100 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +642.1% | 28,868 | $1.4M |
| Hanover Advisors Inc. | 0.55% | Reduce -5.3% | 28,793 | $1.4M |
| Kathmere Capital Management, LLC | 0.10% | Add +7.6% | 28,703 | $1.4M |
| Benin Management CORP | 0.32% | New | 28,666 | $1.4M |
| Calder Financial LLC | 1.39% | — | 28,572 | $1.4M |
| Foundation Wealth Management, LLC\PA | 0.51% | Reduce -65.5% | 28,508 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -0.5% | 28,464 | $1.4M |
| Rede Wealth, LLC | 0.49% | Add +309.8% | 28,406 | $1.4M |
| Cassady Wealth & Retirement Planning, LLC | 0.91% | — | 28,080 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.13% | Add +5.9% | 27,953 | $1.4M |
| Kaufman Rossin Wealth, LLC | 0.72% | Add +15.1% | 27,885 | $1.4M |
| Coston, McIsaac & Partners | 0.32% | Reduce -1.1% | 27,647 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +126.7% | 27,617 | $1.4M |
| Continuum Advisory, LLC | 0.14% | Add +4.6% | 27,610 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +34.0% | 27,350 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +15.5% | 27,312 | $1.4M |
| Red Reef Advisors LLC | 1.37% | — | 27,209 | $1.3M |
| World Investment Advisors | 0.02% | Add +116.2% | 26,923 | $1.3M |
| Tranquilli Financial Advisor LLC | 0.77% | Reduce -35.6% | 26,729 | $1.3M |
| Discipline Wealth Solutions, LLC | 0.24% | Add +30.5% | 26,623 | $1.3M |
| Two Sigma Securities, LLC | 0.18% | Add +350.0% | 26,534 | $1.3M |
| Maltin Wealth Management, Inc. | 0.52% | Add +9.8% | 26,438 | $1.3M |
| Marathon Strategic Advisors, LLC | 1.00% | Reduce -0.1% | 26,421 | $1.3M |
| Axxcess Wealth Management, LLC | 0.02% | New | 26,303 | $1.3M |
| S.A. Mason LLC | 0.51% | Reduce -18.8% | 25,864 | $1.3M |
| Smithbridge Asset Management Inc. | 0.11% | Add +80.3% | 25,858 | $1.3M |
| Brighton Securities Corp. | 0.63% | Add +22.2% | 25,704 | $1.3M |
| National Bank of Canada | 0.00% | Add +1.5% | 25,354 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +312.1% | 25,207 | $1.2M |
| Donalies Financial Planning, LLC | 1.06% | — | 25,173 | $1.2M |
| Tradewinds, LLC. | 0.29% | Reduce -75.3% | 24,799 | $1.2M |
| Mustard Seed Financial, LLC | 0.75% | Add +0.4% | 24,258 | $1.2M |
| Factor Wealth Management LTD | 0.26% | Add +3.3% | 23,958 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -57.5% | 23,824 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Add +716.1% | 23,813 | $1.2M |
| Innovative Wealth Building LLC | 0.86% | Reduce -4.0% | 23,753 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.28% | Add +74.5% | 23,371 | $1.2M |
| MA Private Wealth | 0.19% | Add +13.5% | 23,537 | $1.2M |
| FDx Advisors, Inc. | 0.59% | Reduce -6.3% | 23,531 | $1.2M |
| Sage Capital Management, LLC | 0.53% | Add +2.3% | 23,402 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Add +13.4% | 23,254 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +20.6% | 23,233 | $1.1M |
| Midwest Trust Co | 0.01% | Add +0.8% | 22,775 | $1.1M |
| Kings Path Partners LLC | 0.39% | Add +9.1% | 22,757 | $1.1M |
| Successful Portfolios LLC | 0.57% | Add +0.1% | 22,480 | $1.1M |
| MFA Wealth Services | 0.75% | Add +3.7% | 22,447 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -1.9% | 22,309 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.7% | 22,280 | $1.1M |
| Ares Financial Consulting, LLC | 1.04% | — | 22,089 | $1.1M |
| FC Advisory LLC | 0.31% | Add +1.7% | 21,907 | $1.1M |
| Claris Advisors, LLC / Mo / | 0.33% | Add +84.3% | 21,797 | $1.1M |
| Tortoise Investment Management, LLC | 0.09% | Add +1444.0% | 21,385 | $1.1M |
| Capstone Wealth Management, LLC | 0.77% | Add +32.2% | 21,311 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.18% | Add +2.1% | 21,155 | $1.0M |
| AssuredPartners Investment Advisors, LLC | 0.15% | Add +90.6% | 20,926 | $1.0M |
| Prosperity Advisers, LLC | 0.85% | — | 20,888 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Add +51.3% | 20,696 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.3% | 20,630 | $1.0M |
| Stewardship Advisors, LLC | 0.23% | Add +15.6% | 20,482 | $1.0M |
| Unison Advisors LLC | 0.09% | Add +2.8% | 20,467 | $1.0M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -24.1% | 20,425 | $1.0M |
| Bulltick Wealth Management, LLC | 0.21% | Add +11.1% | 20,276 | $1.0M |
| Round Rock Advisors LLC | 0.15% | Reduce -2.9% | 20,219 | $1.0M |
| FMB Wealth Management | 0.39% | Add +225.0% | 20,099 | $994K |
| Baker Tilly Wealth Management, LLC | 0.24% | Reduce -52.9% | 20,068 | $993K |
| BCS Private Wealth Management, Inc. | 0.34% | Reduce -11.7% | 19,973 | $988K |
| Atomic Invest LLC | 0.55% | — | 19,689 | $974K |
| Dopkins Wealth Management, LLC | 0.40% | Add +2.8% | 19,691 | $974K |
| Ledyard National Bank | 0.08% | No change | 19,626 | $971K |
| L.K. Benson & Company, P.C. | 0.49% | Add +12.1% | 19,568 | $968K |
| Independent Wealth Network Inc. | 0.29% | Add +1.6% | 19,298 | $954K |
| Private Trust Co. NA | 0.08% | Add +4.3% | 19,285 | $954K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.9% | 19,281 | $954K |
| JDH Wealth Management, LLC | 0.65% | Reduce -0.6% | 19,167 | $948K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +5.8% | 19,160 | $948K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.5% | 19,143 | $947K |
| Denali Advisors LLC | 0.10% | Add +139.7% | 19,101 | $945K |
| Larson Financial Group LLC | 0.03% | Reduce -4.0% | 19,032 | $941K |
| Laurel Wealth Advisors LLC | 0.12% | Add +9.8% | 18,985 | $939K |
| One Degree Advisors Inc | 0.26% | Add +23.9% | 18,958 | $937K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +142.9% | 18,840 | $932K |
| Focus Financial Network, Inc. | 0.03% | Add +1.5% | 18,818 | $931K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Reduce -8.7% | 18,818 | $930K |
| Financial Planning Navigators CORP | 0.43% | — | 18,768 | $928K |
| BIP Wealth, LLC | 0.03% | Add +18.9% | 18,765 | $928K |
| Mengis Capital Management, Inc. | 0.16% | Reduce -0.9% | 18,740 | $927K |
| Level Four Advisory Services, LLC | 0.03% | Add +1.8% | 18,046 | $893K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -2.6% | 18,028 | $892K |
| NorthRock Partners, LLC | 0.01% | Reduce -67.5% | 17,962 | $888K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -7.5% | 17,932 | $887K |
| TPG Advisors LLC | 0.55% | Add +1.4% | 17,892 | $885K |
| Parkwoods Wealth Partners, LLC | 0.26% | Add +35.6% | 17,714 | $876K |
| Midwestern Financial, LLC | 0.72% | Add +27.5% | 17,653 | $873K |
| KPP Advisory Services LLC | 0.13% | Reduce -7.9% | 17,599 | $870K |
| N.E.W. Advisory Services LLC | 0.06% | Add +17.6% | 17,527 | $867K |
| EPG Wealth Management LLC | 0.23% | Reduce -4.1% | 17,438 | $863K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -12.4% | 17,353 | $858K |
| Western Wealth Management, LLC | 0.04% | Add +144.5% | 17,221 | $852K |
| Fischer Financial Services, Inc. | 0.23% | Add +9.3% | 17,190 | $850K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.79% | — | 17,109 | $846K |
| &partners | 0.00% | Add +8.8% | 16,983 | $840K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 16,850 | $833K |
| Beckerman Institutional, LLC | 0.46% | No change | 16,691 | $826K |
| Diversified Enterprises, LLC | 0.05% | Add +59.7% | 16,518 | $817K |
| Prostatis Group LLC | 0.19% | Add +1.6% | 16,468 | $815K |
| Physician Wealth Solutions Inc. | 0.34% | No change | 16,356 | $809K |
| PW Nova Financial Services LLC | 0.31% | — | 16,296 | $806K |
| HMV Wealth Advisors, LLC | 0.40% | Add +14.5% | 16,172 | $800K |
| United Advisor Group, LLC | 0.10% | Add +12.9% | 16,141 | $798K |
| Leavell Investment Management, Inc. | 0.03% | Add +3.5% | 15,895 | $786K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -3.4% | 15,860 | $784K |
| Avion Wealth | 0.16% | Reduce -0.6% | 15,858 | $784K |
| Mraz, Amerine & Associates, Inc. | 0.12% | Reduce -3.8% | 15,784 | $781K |
| Center For Asset Management LLC | 0.41% | Add +8.3% | 15,762 | $780K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.4% | 15,640 | $774K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.3% | 15,595 | $771K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +0.8% | 15,498 | $767K |
| HSBC Holdings PLC | 0.00% | New | 15,250 | $754K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +34.7% | 15,118 | $748K |
| Clearbridge Investments, LLC | 0.00% | No change | 15,000 | $742K |
| Strategic Investment Advisors / MI | 0.06% | Add +11.2% | 14,730 | $729K |
| GenTrust, LLC | 0.03% | Add +4.5% | 14,538 | $719K |
| Brookstone Capital Management | 0.01% | Add +32.3% | 14,361 | $710K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.5% | 14,169 | $701K |
| Wellington Shields & Co., LLC | 0.17% | No change | 14,000 | $692K |
| Smith Partners Wealth Management, LLC | 0.63% | — | 13,801 | $683K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -3.0% | 13,333 | $659K |
| Wesbanco Bank Inc. | 0.02% | No change | 13,328 | $659K |
| AE Wealth Management LLC | 0.00% | Add +3.8% | 13,162 | $651K |
| Pure Portfolios Holdings LLC | 0.20% | Reduce -1.0% | 13,117 | $649K |
| Adams Wealth Management | 0.14% | Reduce -10.8% | 12,998 | $643K |
| CacheTech Inc. | 0.12% | Reduce -10.8% | 12,998 | $643K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.0% | 13,016 | $641K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -3.5% | 12,923 | $639K |
| Golden Road Advisors LLC | 0.36% | Reduce -8.8% | 12,876 | $637K |
| Hardin Capital Partners, LLC | 0.30% | Add +2.0% | 12,854 | $636K |
| Flagstar Securities, Inc. | 0.21% | Add +2.7% | 12,773 | $632K |
| CoreCap Advisors, LLC | 0.02% | Add +10.4% | 12,755 | $631K |
| Keebeck Wealth Management | 0.07% | Add +5.0% | 12,692 | $628K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 12,680 | $627K |
| Roble, Belko & Company, Inc | 0.08% | Reduce -13.8% | 12,628 | $625K |
| OneAscent Financial Services LLC | 0.06% | Reduce -62.7% | 12,622 | $624K |
| Private Harbour Investment Management & Counsel, LLC | 0.64% | Add +0.2% | 12,395 | $613K |
| FineMark National Bank & Trust | 0.02% | Add +17.3% | 12,216 | $604K |
| Citizens Financial Group Inc. | 0.01% | Add +118.3% | 12,100 | $598K |
| Montis Financial, LLC | 0.12% | Reduce -5.0% | 12,018 | $594K |
| Advyzon Investment Management, LLC | 0.07% | Add +4.7% | 12,006 | $594K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -1.6% | 11,976 | $592K |
| SkyOak Wealth, LLC | 0.10% | No change | 11,795 | $583K |
| American Investment Services, Inc. | 0.14% | Add +8.4% | 11,777 | $582K |
| 17 Capital Partners, LLC | 0.30% | New | 11,705 | $579K |
| Black Diamond Financial, LLC | 0.06% | Reduce -21.9% | 11,649 | $576K |
| Gotham Asset Management | 0.00% | New | 11,542 | $571K |
| BridgePort Financial Solutions, LLC | 0.15% | Add +0.0% | 11,502 | $569K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.5% | 11,475 | $568K |
| Moneco Advisors, LLC | 0.04% | Add +8.3% | 11,292 | $559K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.17% | Add +165.8% | 11,203 | $554K |
| Caldwell Trust Co | 0.05% | No change | 11,120 | $550K |
| Arkos Global Advisors | 0.07% | No change | 11,102 | $549K |
| Northstar Group, Inc. | 0.08% | Add +0.1% | 11,077 | $548K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -6.5% | 11,030 | $546K |
| Shayne & Jacobs, LLC | 0.16% | No change | 10,950 | $542K |
| Guggenheim Capital LLC | 0.00% | Reduce -3.4% | 10,942 | $541K |
| HBW Advisory Services LLC | 0.06% | Reduce -0.6% | 10,891 | $539K |
| Pillar Financial Advisors, LLC | 0.32% | Reduce -14.2% | 10,864 | $537K |
| OakTrust Wealth Advisors, LLC | 0.49% | — | 10,783 | $533K |
| Richmond Investment Services, LLC | 0.09% | Add +25.9% | 10,758 | $532K |
| Inman Jager Wealth Management, LLC | 0.32% | Reduce -0.1% | 10,725 | $530K |
| TBH Global Asset Management, LLC | 0.09% | New | 10,680 | $528K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 10,673 | $528K |
| Ballentine Partners, LLC | 0.01% | Add +2.7% | 10,627 | $526K |
| Envision Financial LLC | 0.28% | Reduce -13.9% | 10,584 | $524K |
| Choreo, LLC | 0.01% | Reduce -12.8% | 10,548 | $522K |
| Thayer Partners, LLC / MA | 0.25% | — | 10,518 | $520K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.0% | 10,237 | $506K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Add +0.7% | 10,184 | $504K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -83.8% | 10,170 | $503K |
| Aberdeen Group plc | 0.00% | Add +33.1% | 10,074 | $498K |
| Cogent Strategic Wealth LLC | 0.53% | — | 9,904 | $491K |
| Horizon Financial Services, LLC | 0.22% | Add +6.2% | 9,840 | $487K |
| Silver Grove Financial Group, Inc. | 0.42% | Add +4.0% | 9,820 | $486K |
| Lam Group, Inc. | 0.28% | New | 9,813 | $485K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +4.1% | 9,734 | $481K |
| American Trust | 0.04% | Add +57.5% | 9,712 | $480K |
| Synergy Asset Management, LLC | 0.05% | Add +16.4% | 9,646 | $477K |
| Oath Planning, LLC | 0.47% | — | 9,632 | $476K |
| UMB Bank, n.a. | 0.01% | Add +17.1% | 9,628 | $476K |
| Facet Wealth, Inc. | 0.01% | New | 9,598 | $476K |
| Private Wealth Advisors, LLC | 0.17% | New | 9,549 | $472K |
| Coordinated Financial Services, Inc. | 0.27% | Add +0.7% | 9,494 | $470K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -1.5% | 9,459 | $468K |
| Vise Technologies, Inc. | 0.01% | New | 9,406 | $465K |
| Mather Group, Llc. | 0.00% | Reduce -20.0% | 9,320 | $461K |
| Root Financial Partners, LLC | 0.02% | Reduce -0.8% | 9,298 | $460K |
| Waldron Private Wealth LLC | 0.02% | No change | 9,213 | $456K |
| Ascent Group, LLC | 0.02% | Reduce -92.2% | 9,132 | $452K |
| Fiduciary Advisors, Inc. | 0.34% | Add +60.4% | 9,080 | $449K |
| Birchcreek Wealth Management, LLC | 0.22% | New | 9,069 | $449K |
| Bokf, NA | 0.01% | Reduce -8.2% | 9,000 | $445K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 8,885 | $440K |
| Old North State Trust, LLC | 0.26% | Add +20.0% | 8,732 | $432K |
| Kovack Advisors, Inc. | 0.02% | Add +5.3% | 8,679 | $429K |
| Peak Retirement Planning, Inc. | 0.10% | Add +6.5% | 8,567 | $424K |
| Lynx Investment Advisory | 0.23% | Add +26.2% | 8,537 | $422K |
| Johnson Financial Group, LLC | 0.03% | No change | 8,536 | $422K |
| Hershey Financial Advisers, LLC | 0.35% | Reduce -22.4% | 8,451 | $418K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +75.5% | 8,430 | $417K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +20.9% | 8,423 | $417K |
| MCF Advisors LLC | 0.02% | New | 8,408 | $416K |
| Cedar Mountain Advisors, LLC | 0.08% | Reduce -0.2% | 8,285 | $410K |
| Southland Equity Partners LLC | 0.08% | Reduce -12.4% | 8,258 | $408K |
| Trilogy Capital Inc. | 0.02% | Reduce -3.0% | 8,251 | $408K |
| Proffitt & Goodson Inc. | 0.06% | Add +15.5% | 8,203 | $406K |
| Creekside Partners | 0.17% | No change | 8,152 | $403K |
| Brewster Financial Planning LLC | 0.25% | Add +5.9% | 8,086 | $400K |
| Main Street Group, LTD | 0.14% | Reduce -1.9% | 8,078 | $400K |
| Calton & Associates, Inc. | 0.06% | Reduce -24.0% | 7,972 | $394K |
| TrustWell Financial Advisors, LLC | 0.38% | — | 7,942 | $393K |
| Provident Living Financial Services, Inc. | 0.38% | — | 7,905 | $391K |
| Heritage Wealth Management, Inc. | 0.11% | New | 7,888 | $390K |
| Flow Traders U.S. LLC | 0.01% | Reduce -39.0% | 7,858 | $389K |
| Marex Group Ltd | 0.00% | Reduce -78.4% | 7,861 | $389K |
| Chapman Financial Group, LLC | 0.26% | Add +25.7% | 7,825 | $387K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -54.3% | 7,797 | $386K |
| Thompson David Blair | 0.22% | — | 7,775 | $385K |
| Simplicity Wealth,LLC | 0.02% | Reduce -20.7% | 7,702 | $381K |
| Composition Wealth, LLC | 0.01% | Add +7.7% | 7,654 | $379K |
| Flywheel Private Wealth LLC | 0.23% | No change | 7,525 | $372K |
| Resurgent Financial Advisors LLC | 0.19% | Add +27.8% | 7,519 | $372K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -16.1% | 7,500 | $371K |
| Frisch Financial Group, Inc. | 0.08% | Add +3.4% | 7,492 | $371K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +18.4% | 7,287 | $360K |
| Summit Financial Strategies, Inc. | 0.03% | Add +8.4% | 7,265 | $359K |
| Capstone Wealth Management Group LLC | 0.21% | Add +16.4% | 7,097 | $351K |
| SBI Securities Co., Ltd. | 0.01% | Add +15.3% | 7,070 | $350K |
| Eagle Bay Advisors LLC | 0.26% | Add +1.9% | 7,060 | $349K |
| Sowell Financial Services LLC | 0.01% | Add +10.5% | 7,042 | $348K |
| WJ Financial Advisors LLC | 0.31% | Reduce -1.4% | 6,999 | $346K |
| Trademark Financial Management, LLC | 0.19% | Reduce -16.9% | 6,940 | $343K |
| Sankala Group LLC | 0.27% | — | 6,867 | $343K |
| Matrix Trust Co | 0.06% | Reduce -76.1% | 6,885 | $341K |
| Prosperity Wealth Management, Inc. | 0.11% | Reduce -1.5% | 6,864 | $339K |
| Dakota Wealth Management | 0.01% | Reduce -10.7% | 6,843 | $338K |
| Cahill Financial Advisors Inc. | 0.04% | Add +8.4% | 6,798 | $336K |
| Topel & Distasi Wealth Management, LLC | 0.16% | Add +4.7% | 6,716 | $332K |
| Oppenheimer & Co. Inc. | 0.00% | Add +25.3% | 6,705 | $332K |
| McGrath & Associates, Inc. | 0.46% | Reduce -16.6% | 6,614 | $327K |
| Hilltop Holdings Inc. | 0.02% | Reduce -33.8% | 6,581 | $325K |
| Chicago Capital, LLC | 0.01% | No change | 6,553 | $324K |
| Sax Wealth Advisors, LLC | 0.02% | Add +28.7% | 6,510 | $322K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -3.1% | 6,508 | $322K |
| Hyundai Investments Co., Ltd. | 0.31% | New | 6,469 | $320K |
| Accurate Wealth Management, LLC | 0.04% | Add +7.8% | 6,425 | $318K |
| Merited Wealth, LLC | 0.29% | — | 6,411 | $317K |
| Advisors Asset Management, Inc. | 0.01% | Add +111.0% | 6,390 | $316K |
| Petra Financial Advisors Inc. | 0.19% | Add +28.9% | 6,389 | $316K |
| Ehrlich Financial Group | 0.18% | Add +24.7% | 6,352 | $314K |
| Perennial Investment Advisors, LLC | 0.02% | Add +6.1% | 6,332 | $313K |
| WealthTrak Capital Management LLC | 0.22% | Reduce -16.2% | 6,329 | $313K |
| DUTCH ASSET Corp | 0.24% | — | 6,300 | $312K |
| Fifth Third Bancorp | 0.00% | Add +538.4% | 6,269 | $310K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 6,234 | $308K |
| Riverbend Wealth Management, LLC | 0.19% | Add +41.0% | 6,172 | $305K |
| Five Oceans Advisors | 0.11% | Add +0.8% | 6,158 | $305K |
| Wedmont Private Capital | 0.01% | Reduce -59.8% | 6,104 | $302K |
| Principia Wealth Advisory, LLC | 0.19% | Add +7.8% | 6,098 | $302K |
| Bragg Financial Advisors, Inc | 0.01% | Add +12.9% | 6,098 | $302K |
| Berger Financial Group, Inc | 0.02% | New | 6,047 | $299K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +2.8% | 6,041 | $299K |
| Dogwood Wealth Management LLC | 0.13% | Add +18.7% | 5,998 | $297K |
| Red Wave Investments LLC | 0.09% | No change | 5,997 | $297K |
| Verus Capital Partners, LLC | 0.02% | Add +8.7% | 5,950 | $294K |
| PFG Investments, LLC | 0.01% | Reduce -5.6% | 5,840 | $289K |
| SageView Advisory Group, LLC | 0.01% | Add +2.5% | 5,822 | $288K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +38.3% | 5,778 | $286K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +3.5% | 5,773 | $286K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +33.6% | 5,772 | $285K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -2.1% | 5,755 | $285K |
| Alhambra Investment Management LLC | 0.13% | Add +0.7% | 5,718 | $283K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 5,664 | $280K |
| Maia Wealth LLC | 0.05% | Add +9.6% | 5,632 | $280K |
| Portfolio Resources Advisor Group, Inc. | 0.28% | — | 5,617 | $278K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.6% | 5,579 | $276K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 5,534 | $274K |
| Woodward Diversified Capital, LLC | 0.13% | Reduce -48.1% | 5,525 | $273K |
| Tenzing Financial LLC | 0.22% | — | 5,509 | $272K |
| Compass Capital Corp. /Ma/ | 0.10% | New | 5,424 | $270K |
| Grand Wealth Management, LLC | 0.12% | Add +0.7% | 5,398 | $267K |
| One Capital Management, LLC | 0.01% | Reduce -93.8% | 5,397 | $267K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -34.2% | 5,374 | $266K |
| Archer Investment Corp | 0.06% | Reduce -5.3% | 5,341 | $264K |
| Oak Family Advisors, LLC | 0.08% | Reduce -24.8% | 5,333 | $264K |
| BluePrint Investing LLC | 0.24% | — | 5,307 | $262K |
| KW Wealth Management LLC | 0.40% | Reduce -3.3% | 5,292 | $262K |
| Pine Harbor Wealth Management, LLC | 0.08% | Add +4.4% | 5,271 | $261K |
| Skyline Advisors, Inc. | 0.09% | Reduce -54.5% | 5,267 | $260K |
| KOM Wealth Management Group, LLC | 0.18% | New | 5,229 | $259K |
| May Hill Capital, LLC | 0.07% | New | 5,221 | $258K |
| Wrenne Financial Planning LLC | 0.10% | Add +30.5% | 5,214 | $258K |
| Towneley Capital Management, Inc / DE | 0.05% | Add +1.4% | 5,214 | $258K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.0% | 5,212 | $258K |
| Keystone Financial Group, Inc. | 0.13% | Reduce -3.0% | 5,205 | $257K |
| Essex Financial Services, Inc. | 0.01% | Reduce -66.9% | 5,196 | $257K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 5,165 | $255K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -49.6% | 5,148 | $255K |
| Cambient Family Office, LLC | 0.04% | — | 5,128 | $254K |
| eCIO, Inc. | 0.12% | Add +4.4% | 5,123 | $253K |
| Arnold Financial Planning LLC | 0.26% | — | 5,094 | $252K |
| WealthCare Investment Partners, LLC | 0.07% | Add +2.1% | 5,092 | $252K |
| Evercore Wealth Management, LLC | 0.00% | Add +5.0% | 5,071 | $251K |
| WMG Financial Advisors, LLC | 0.10% | Add +4.6% | 5,045 | $250K |
| GeoWealth Management, LLC | 0.01% | Reduce -13.9% | 5,018 | $248K |
| Stephens Inc. | 0.00% | New | 4,963 | $245K |
| 2UniFi Bank | 0.12% | No change | 4,945 | $245K |
| Eldridge Investment Advisors, Inc. | 0.05% | Reduce -4.2% | 4,931 | $244K |
| Archvest Wealth Advisors, Inc. | 0.15% | Add +0.5% | 4,853 | $240K |
| Key Financial Inc | 0.04% | Add +1.3% | 4,797 | $237K |
| Lakeshore Financial Planning, Inc. | 0.08% | Reduce -1.6% | 4,714 | $233K |
| Tribridge Partners Financial LLC | 0.10% | New | 4,712 | $233K |
| TruNorth Capital Management, LLC | 0.04% | No change | 4,705 | $233K |
| Blue Sky Capital Consultants Group, Inc. | 0.10% | New | 4,673 | $231K |
| Belpointe Asset Management LLC | 0.01% | Reduce -49.2% | 4,663 | $231K |
| Elser Financial Planning, Inc | 0.17% | No change | 4,653 | $230K |
| Jacobi Capital Management LLC | 0.01% | Add +2.2% | 4,589 | $227K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -0.1% | 4,549 | $225K |
| Harbour Investments, Inc. | 0.00% | Reduce -25.6% | 4,540 | $225K |
| Legacy PCG, LLC | 0.14% | No change | 4,518 | $223K |
| Cambria Investment Management, L.P. | 0.01% | Add +0.4% | 4,514 | $223K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $223K |
| Cornerstone Financial Group, LLC | 0.16% | Add +2.8% | 4,512 | $223K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +4.1% | 4,476 | $221K |
| Bessemer Group Inc. | 0.00% | Add +231.6% | 4,460 | $221K |
| Cardinal Point Capital Management ULC | 0.01% | No change | 4,421 | $219K |
| Golden Bell Financial Planning LLC | 0.18% | Add +2.8% | 4,407 | $218K |
| WPG Advisers, LLC | 0.16% | Add +15.6% | 4,400 | $218K |
| Diversify Advisory Services, LLC | 0.01% | Add +3.4% | 4,392 | $217K |
| JNBA Financial Advisors | 0.02% | No change | 4,370 | $216K |
| Fortis Capital Management LLC | 0.03% | New | 4,364 | $216K |
| Sequent Planning LLC | 0.05% | Reduce -6.8% | 4,337 | $215K |
| PFG Advisors | 0.01% | Reduce -95.8% | 4,329 | $214K |
| Alliance Wealth Advisors, LLC | 0.05% | New | 4,254 | $210K |
| VERITY Wealth Advisors | 0.13% | No change | 4,239 | $210K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -0.4% | 4,226 | $209K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -36.1% | 4,222 | $209K |
| JFS Wealth Advisors, LLC | 0.01% | Add +12.7% | 4,212 | $208K |
| E-Wealth Partners, LLC | 0.17% | — | 4,177 | $207K |
| Gryphon Financial Partners LLC | 0.02% | Add +2.0% | 4,173 | $206K |
| GWN Securities Inc. | 0.04% | Reduce -12.4% | 4,157 | $206K |
| Firestone Capital Management | 0.04% | New | 4,153 | $205K |
| Birchwood Financial Partners, Inc. | 0.20% | — | 4,147 | $205K |
| Lanark Financial, Inc. | 0.02% | Add +82.6% | 4,115 | $204K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | Add +0.9% | 4,104 | $203K |
| Allstreet Capital Advisors LLC | 0.15% | — | 4,065 | $201K |
| First Horizon Corp. | 0.01% | No change | 3,915 | $194K |
| CENTRAL TRUST Co | 0.00% | No change | 3,412 | $169K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 3,400 | $168K |
| Hilltop National Bank | 0.04% | No change | 3,313 | $164K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,038 | $150K |
| Asset Dedication, LLC | 0.01% | No change | 3,005 | $149K |
| Three Bearings Fiduciary Advisors, Inc. | 0.14% | — | 2,913 | $145K |
| Legacy Bridge, LLC | 0.05% | No change | 2,588 | $128K |
| Rialto Wealth Management, LLC | 0.03% | Add +0.3% | 2,583 | $128K |
| Parallel Advisors, LLC | 0.00% | Add +5.2% | 2,458 | $122K |
| Anchor Investment Management, LLC | 0.01% | Add +2.5% | 2,371 | $117K |
| Bank of Montreal | 0.00% | Add +7.2% | 2,304 | $114K |
| TD Capital Management LLC | 0.01% | Add +2.8% | 2,298 | $114K |
| Capital Analysts, LLC | 0.00% | Add +6.6% | 2,132 | $105K |
| Stelac Advisory Services LLC | 0.04% | No change | 2,055 | $102K |
| Minot DeBlois Advisors LLC | 0.09% | No change | 2,041 | $101K |
| Rogco, LP | 0.03% | Add +418.5% | 1,820 | $90K |
| Brown Brothers Harriman & Co. | 0.00% | Add +299.6% | 1,814 | $90K |
| TD Waterhouse Canada Inc. | 0.00% | Add +142.4% | 1,789 | $88K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -22.8% | 1,612 | $80K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,600 | $79K |
| Quent Capital, LLC | 0.01% | New | 1,595 | $79K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,561 | $77K |
| Triumph Capital Management | 0.02% | New | 1,524 | $75K |
| Cape Investment Advisory, Inc. | 0.02% | Add +7.9% | 1,492 | $74K |
| DecisionPoint Financial, LLC | 0.02% | No change | 1,487 | $74K |
| Coastline Trust Co | 0.01% | No change | 1,470 | $73K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $68K |
| Bard Associates Inc. | 0.02% | Reduce -66.3% | 1,347 | $67K |
| Montag A & Associates Inc. | 0.00% | No change | 1,301 | $64K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 1,247 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,201 | $59K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +31.5% | 1,195 | $59K |
| Optima Capital LLC | 0.02% | New | 1,122 | $55K |
| Wellington-Altus USA Inc. | 0.04% | — | 1,000 | $49K |
| Tanglewood Legacy Advisors, LLC | 0.02% | New | 1,000 | $49K |
| Versant Capital Management, Inc | 0.01% | No change | 1,000 | $49K |
| VSM Wealth Advisory, LLC | 0.01% | Reduce -2.5% | 950 | $47K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -11.7% | 947 | $47K |
| Torren Management, LLC | 0.02% | — | 944 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.6% | 920 | $46K |
| Arax Advisory Partners | 0.00% | New | 782 | $39K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -13.8% | 759 | $38K |
| Bogart Wealth, LLC | 0.00% | Reduce -44.1% | 726 | $36K |
| Wealth Watch Advisors, INC | 0.01% | New | 725 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.7% | 721 | $36K |
| Motco | 0.00% | No change | 720 | $36K |
| Millstone Evans Group, LLC | 0.02% | Add +73.2% | 703 | $35K |
| First Pacific Financial | 0.00% | Reduce -4.9% | 623 | $31K |
| Ameriflex Group, Inc. | 0.02% | Reduce -5.0% | 608 | $30K |
| IFP Advisors, Inc | 0.00% | Reduce -19.9% | 601 | $30K |
| 10Elms LLP | 0.03% | No change | 594 | $29K |
| NBT Bank, N.A. | 0.00% | Reduce -3.9% | 49 | $28K |
| Investors Research Corp | 0.01% | Add +30.3% | 567 | $28K |
| Westfuller Advisors, LLC | 0.01% | Add +2.7% | 533 | $26K |
| Tidemark, LLC | 0.01% | Reduce -5.0% | 508 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $25K |
| Nemes Rush Group LLC | 0.00% | New | 487 | $24K |
| Aventura Private Wealth, LLC | 0.01% | Add +194.5% | 483 | $24K |
| McIlrath & Eck, LLC | 0.00% | Reduce -3.8% | 455 | $23K |
| Rossby Financial, LCC | 0.01% | Reduce -38.7% | 423 | $21K |
| HM Payson & Co. | 0.00% | New | 380 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 375 | $19K |
| St Germain D J Co. Inc. | 0.00% | No change | 372 | $18K |
| ORG Partners LLC | 0.00% | Reduce -59.8% | 360 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | — | 337 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 329 | $16K |
| Geneos Wealth Management Inc. | 0.00% | New | 319 | $16K |
| Blume Capital Management, Inc. | 0.00% | No change | 300 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 289 | $14K |
| Transce3nd, LLC | 0.11% | No change | 280 | $14K |
| SHP Wealth Management | 0.00% | — | 267 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| Chesapeake Asset Management LLC | 0.01% | Add +14.4% | 246 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 246 | $12K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.8% | 244 | $12K |
| Motiv8 Investments LLC | 0.01% | New | 244 | $12K |
| Tsfg, LLC | 0.00% | Add +0.8% | 249 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +1.3% | 236 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Add +2.7% | 231 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +12.1% | 231 | $11K |
| Financial Connections Group, Inc. | 0.00% | Add +2.5% | 202 | $10K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 175 | $9K |
| MidFirst Bank | 0.00% | — | 170 | $8K |
| Richardson Financial Services Inc. | 0.00% | Reduce -0.7% | 151 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 149 | $7K |
| Country Trust Bank | 0.00% | New | 144 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +676.5% | 132 | $7K |
| SouthState Bank Corp | 0.00% | No change | 141 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 127 | $6K |
| International Assets Investment Management, LLC | 0.00% | New | 124 | $6K |
| Meramec Financial Planners, LLC | 0.00% | — | 122 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -76.0% | 121 | $6K |
| Networth Advisors, LLC | 0.00% | — | 119 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 119 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 100 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Strive Financial Group ,LLC | 0.00% | — | 91 | $5K |
| Tompkins Financial Corp. | 0.00% | Add +16.9% | 90 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 73 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +220.0% | 64 | $3K |
| Sofi Wealth, LLC | 0.00% | Add +10.0% | 55 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 54 | $3K |
| Estate Planners Group, LLC | 0.00% | — | 52 | $3K |
| Bank of New Hampshire | 0.00% | No change | 45 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 41 | $2K |
| Affinity Wealth LLC | 0.00% | New | 35 | $2K |
| Fairscale Capital, LLC | 0.00% | New | 30 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 27 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 25 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 24 | $1K |
| Your Advocates Ltd., LLP | 0.00% | New | 23 | $1K |
| CX Institutional | 0.00% | New | 29 | $1K |
| Sunrise Financial Services, LLC | 0.00% | — | 18 | $890 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -6.3% | 15 | $742 |
| Blueline Advisors LLC | 0.00% | — | 12 | $608 |
| Quaker Wealth Management, LLC | 0.00% | New | 7 | $347 |
| FWL Investment Management, LLC | 0.00% | New | 6 | $297 |
| Curio Wealth, LLC | 0.00% | No change | 3 | $148 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 3 | $148 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $148 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 2 | $99 |
| Abound Wealth Management | 0.00% | No change | 1 | $59 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 1 | $50 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $49 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -93.8% | 1 | $34 |
| Blue Trust, Inc. | 0.00% | Reduce -100.0% | 1 | $28 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.