Vanguard Short-Term TipsVTIPETF
13F holders, Q1 2026 (March 31)918holders +22
81new positions
58sold out
3famous investors
$49.73avg. 13F price*
At the end of Q1 2026, 918 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 22 from Q4 2025. 81 opened new positions and 58 sold out. The largest holders were LPL Financial LLC ($888.6M), Goldman Sachs Group Inc. ($583.4M) and Valmark Advisers, Inc. ($353.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $260.1M |
| Exits | 58 | $68.4M |
All 13F filers, Q4 2025 → Q1 2026: 25,369,399 shares bought and 41,273,166 shares sold, net −15,903,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 918 holders
| LPL Financial LLC | 0.24% | Reduce -3.8% | 17,789,030 | $888.6M |
| Goldman Sachs Group Inc. | 0.08% | Add +12.7% | 11,678,894 | $583.4M |
| Valmark Advisers, Inc. | 4.20% | Add +5.3% | 7,073,953 | $353.3M |
| Morgan Stanley | 0.02% | Add +18.9% | 5,826,114 | $291.0M |
| Sei Investments Co. | 0.26% | Reduce -41.1% | 5,727,635 | $286.1M |
| Cambridge Associates LLC /Ma/ | 4.34% | Reduce -3.5% | 5,447,681 | $272.1M |
| FMR LLC | 0.01% | Reduce -2.9% | 4,942,565 | $246.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.25% | Add +5.1% | 4,890,809 | $244.3M |
| Wealthfront Advisers LLC | 0.53% | Add +33.6% | 4,855,031 | $242.5M |
| Focus Partners Wealth | 0.26% | Add +8.2% | 4,602,849 | $229.9M |
| Wealthspire Advisors, LLC | 1.75% | Add +6.3% | 4,455,868 | $222.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +12.4% | 4,324,817 | $216.0M |
| Focus Partners Advisor Solutions, LLC | 2.10% | Add +279.7% | 4,180,880 | $208.8M |
| Bank of America Corp. | 0.01% | Add +2.7% | 3,797,614 | $189.7M |
| Savant Capital, LLC | 0.85% | Reduce -2.5% | 3,505,501 | $175.1M |
| HighTower Advisors, LLC | 0.15% | Add +4.4% | 2,847,124 | $142.2M |
| Wells Fargo & Company | 0.02% | Add +15.6% | 2,466,492 | $123.2M |
| Klingman & Associates, LLC | 5.87% | Add +16.2% | 2,425,416 | $121.1M |
| Evoke Wealth, LLC | 2.13% | Add +24.0% | 2,312,674 | $115.5M |
| Alesco Advisors, LLC, An ESL Co | 2.68% | Add +3.0% | 2,100,623 | $104.9M |
| Studio Investment Management LLC | 16.68% | Add +1.7% | 1,852,424 | $92.5M |
| Satovsky Asset Management LLC | 15.07% | Add +3.3% | 1,709,627 | $85.4M |
| BOK Financial Private Wealth, Inc. | 5.08% | Add +7.1% | 1,685,046 | $84.2M |
| First Interstate Bank | 4.27% | Add +10.5% | 1,520,921 | $76.0M |
| Fund Evaluation Group, LLC | 2.28% | Add +25.6% | 1,487,047 | $74.3M |
| Russell Investments Group, Ltd. | 0.08% | Add +0.0% | 1,478,677 | $73.9M |
| True Link Financial Advisors, LLC | 4.54% | Add +1.3% | 1,471,015 | $73.5M |
| Strategic Financial Services, Inc. | 3.49% | Add +77.1% | 1,468,510 | $73.4M |
| Betterment LLC | 0.14% | Reduce -5.8% | 1,465,040 | $73.2M |
| Empowered Funds, LLC | 0.43% | New | 1,347,765 | $67.3M |
| Beacon Capital Management, Inc. | 3.75% | Add +89.5% | 1,333,111 | $66.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.2% | 1,179,891 | $58.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +6.9% | 1,102,937 | $55.1M |
| Garde Capital, Inc. | 3.29% | Add +19.2% | 1,100,702 | $55.0M |
| Cetera Investment Advisers | 0.06% | Add +20.5% | 1,092,047 | $54.5M |
| UBS Group AG | 0.01% | Add +4.7% | 1,090,267 | $54.5M |
| Bleakley Financial Group, LLC | 0.82% | Add +14.0% | 1,048,449 | $52.4M |
| Altfest L J & Co. Inc. | 5.37% | Add +60.9% | 1,004,638 | $50.2M |
| Assetmark, Inc. | 0.10% | Reduce -6.9% | 956,747 | $47.8M |
| Osaic Holdings, Inc. | 0.07% | Add +2.4% | 930,673 | $46.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.0% | 892,213 | $44.6M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +193.1% | 856,145 | $42.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.6% | 799,165 | $39.9M |
| Moller Wealth Partners | 7.73% | Add +10.3% | 783,398 | $39.1M |
| Penserra Capital Management LLC | 0.45% | New | 774,292 | $38.7M |
| Pacific Sage Partners, LLC | 5.91% | Add +10.3% | 750,511 | $37.5M |
| Efficient Advisors, LLC | 2.62% | Add +3.6% | 738,954 | $36.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.20% | Add +5.2% | 717,241 | $35.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -10.3% | 711,469 | $35.5M |
| Cerity Partners LLC | 0.05% | Add +9.5% | 706,033 | $35.3M |
| Financial Consulate, Inc. | 4.39% | Add +26.6% | 705,949 | $35.3M |
| Financial Plan, Inc. | 3.64% | Add +14.9% | 680,491 | $34.0M |
| Thompson Siegel & Walmsley LLC | 0.58% | Add +51.2% | 656,298 | $32.8M |
| Marotta Asset Management | 6.03% | Reduce -0.1% | 656,176 | $32.7M |
| Silver Oak Wealth Advisors Services, LLC | 20.40% | Add +0.9% | 628,807 | $31.4M |
| Cornerstone National Bank & Trust Co | 11.40% | Reduce -8.6% | 620,201 | $30.9M |
| Stratos Investment Management, LLC | 1.22% | Add +5.0% | 608,256 | $30.4M |
| Arlington Financial Advisors, LLC | 4.21% | Add +27.5% | 590,921 | $29.5M |
| Adventist Health System/ West | 5.08% | Reduce -25.2% | 572,974 | $28.6M |
| Corient Private Wealth LP | 0.04% | Reduce -14.5% | 571,882 | $28.6M |
| Define Financial, LLC | 15.35% | Add +10.9% | 566,241 | $28.3M |
| Northwest Wealth Management, LLC | 4.10% | Add +9.8% | 546,717 | $27.3M |
| Royal Bank of Canada | 0.01% | Reduce -12.9% | 542,851 | $27.1M |
| Financial Solutions Advisory Group, Inc. | 3.61% | — | 522,141 | $26.1M |
| Ameriprise Financial Inc. | 0.01% | Add +4.7% | 512,651 | $25.6M |
| Schorn Wealth LLC | 7.63% | Add +0.7% | 506,084 | $25.3M |
| Alaska Permanent Capital Management, LLC | 1.77% | Add +15.6% | 505,851 | $25.3M |
| Webster Bank, N. A. | 2.38% | Add +3.4% | 501,985 | $25.1M |
| University of Illinois Foundation | 5.13% | New | 500,168 | $25.0M |
| Van Strum & Towne Inc. | 7.25% | Add +21.1% | 497,026 | $24.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.7% | 442,387 | $22.1M |
| Addison Advisors LLC | 4.77% | Add +6.5% | 432,060 | $21.6M |
| Benningfield Financial Advisors, LLC | 16.69% | Add +6.3% | 423,463 | $21.2M |
| AE Wealth Management LLC | 0.11% | Add +3092.2% | 420,154 | $21.0M |
| ProVise Management Group, LLC | 1.50% | Add +0.8% | 416,335 | $20.8M |
| Brickley Wealth Management | 3.50% | Add +0.9% | 408,487 | $20.4M |
| Nkcfo LLC | 6.00% | Add +12.1% | 405,450 | $20.3M |
| Fairway Wealth LLC | 5.32% | Add +0.0% | 1,104,084 | $20.2M |
| Mayport, LLC | 3.68% | Add +19.2% | 396,348 | $19.8M |
| Sellwood Investment Partners LLC | 7.79% | Reduce -7.0% | 395,601 | $19.8M |
| Portland Global Advisors LLC | 2.06% | Add +2.0% | 387,498 | $19.4M |
| Perigon Wealth Management, LLC | 0.35% | Add +18.2% | 387,222 | $19.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +167.9% | 384,241 | $19.2M |
| Deane Retirement Strategies, Inc. | 7.70% | Add +0.2% | 383,074 | $19.1M |
| SWAN Capital LLC | 7.02% | Add +47.0% | 382,363 | $19.1M |
| Apella Capital, LLC | 0.28% | Reduce -5.8% | 379,888 | $19.1M |
| Burton Enright Welch | 2.49% | Add +6.2% | 366,971 | $18.3M |
| Chemistry Wealth Management LLC | 3.22% | Add +6.7% | 366,902 | $18.3M |
| Nova R Wealth, Inc. | 5.83% | Add +7.7% | 365,519 | $18.3M |
| Greystone Financial Group, LLC | 4.99% | Reduce -39.3% | 352,966 | $17.6M |
| Farmers & Merchants Investments Inc. | 0.48% | Add +8.6% | 348,731 | $17.4M |
| Emprise Bank | 6.99% | Reduce -1.2% | 348,233 | $17.4M |
| Farther Finance Advisors, LLC | 0.16% | Add +66.1% | 344,513 | $17.2M |
| Asset Management One Co., Ltd. | 0.05% | Add +3.5% | 342,077 | $17.1M |
| Twin Focus Capital Partners, LLC | 1.96% | Reduce -4.8% | 340,621 | $17.0M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 340,246 | $17.0M |
| Glenview Trust Co | 0.27% | Add +31.5% | 339,452 | $17.0M |
| MML Investors Services, LLC | 0.05% | Reduce -6.3% | 333,950 | $16.7M |
| Guild Investment Management, Inc. | 11.85% | Add +101.7% | 331,890 | $16.6M |
| North Star Investment Management Corp. | 1.00% | Add +0.5% | 330,205 | $16.5M |
| Jackson Thornton Wealth Management, LLC | 1.47% | Add +6.4% | 326,784 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Add +359.9% | 325,004 | $16.2M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -38.4% | 321,919 | $16.1M |
| SJS Investment Consulting Inc. | 1.95% | Add +12.8% | 319,415 | $16.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +27.2% | 313,504 | $15.7M |
| Lifeworks Advisors, LLC | 1.98% | Reduce -0.1% | 308,937 | $15.4M |
| Atmos Advisory, LLC | 8.73% | Add +9.1% | 307,769 | $15.4M |
| LPWM LLC | 3.85% | Add +10.8% | 305,716 | $15.3M |
| Beaird Harris Wealth Management, LLC | 1.03% | Reduce -23.2% | 304,638 | $15.2M |
| Cresset Asset Management, LLC | 0.07% | Add +27.2% | 304,473 | $15.2M |
| Boston Family Office LLC | 1.00% | Add +6.4% | 301,326 | $15.1M |
| Carnegie Investment Counsel | 0.29% | Add +1.5% | 294,968 | $14.7M |
| Wingate Wealth Advisors, Inc. | 7.78% | Add +8.5% | 291,639 | $14.6M |
| Citadel Advisors | 0.01% | New | 289,862 | $14.5M |
| Verus Financial Partners, Inc. | 1.28% | Add +2.5% | 284,482 | $14.3M |
| Alaska Wealth Advisors, LLC | 1.70% | Add +5.2% | 282,834 | $14.1M |
| Goodman Financial Corp | 2.41% | New | 281,275 | $14.0M |
| Twelve Points Wealth Management LLC | 2.96% | Add +9.5% | 269,145 | $13.4M |
| Baron Financial Group, LLC | 7.11% | Add +3.0% | 264,090 | $13.2M |
| Private Wealth Asset Management, LLC | 1.40% | Reduce -11.4% | 261,610 | $13.1M |
| Ameritas Advisory Services, LLC | 0.50% | Add +68.4% | 258,409 | $12.9M |
| Rehmann Capital Advisory Group | 0.66% | Add +7.6% | 255,610 | $12.8M |
| Vertrix Wealth Management, LLC | 4.59% | — | 249,354 | $12.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -43.1% | 245,265 | $12.3M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 242,942 | $12.1M |
| 55 North Private Wealth, LLC | 3.05% | Add +9.7% | 238,754 | $11.9M |
| Advocate Group LLC | 1.86% | Add +30.0% | 238,449 | $11.9M |
| Roberts Glore & Co. Inc. | 3.23% | Add +2.2% | 235,108 | $11.7M |
| Creative Planning | 0.01% | Reduce -0.7% | 232,271 | $11.6M |
| Summit Financial, LLC | 0.14% | New | 227,808 | $11.4M |
| Signet Financial Management, LLC | 1.26% | Add +0.6% | 225,879 | $11.3M |
| Ethos Financial Group, LLC | 0.81% | Add +6.0% | 222,456 | $11.1M |
| FIDELIS iM, LLC | 4.16% | Add +14.6% | 220,228 | $11.0M |
| Brady Martz Wealth Solutions, LLC | 1.86% | Add +6.4% | 218,355 | $10.9M |
| Opes Wealth Management LLC | 1.86% | Add +11.2% | 218,070 | $10.9M |
| Connable Office Inc. | 1.07% | Reduce -4.3% | 217,973 | $10.9M |
| AMG National Trust Bank | 0.23% | Reduce -8.7% | 216,131 | $10.8M |
| Frisco Financial Planning LLC | 8.89% | Add +7.8% | 215,692 | $10.8M |
| Colorado Capital Management, Inc. | 4.00% | Add +5.7% | 214,673 | $10.7M |
| Sepio Capital, LP | 0.57% | Add +23.5% | 211,095 | $10.5M |
| Kondo Wealth Advisors, Inc. | 3.94% | Add +3.2% | 209,421 | $10.5M |
| Leuthold Group, LLC | 1.11% | Reduce -0.3% | 208,699 | $10.4M |
| LifeWealth Investments, LLC | 3.10% | Add +16.7% | 207,963 | $10.4M |
| Atria Investments, Inc | 0.12% | Add +277.0% | 206,066 | $10.3M |
| Aurelius Family Office LLC | 4.42% | Add +3.3% | 203,294 | $10.2M |
| Principal Securities, Inc. | 0.15% | Add +4.1% | 202,877 | $10.1M |
| Summit Portfolio Management, LTD. | 6.45% | — | 200,799 | $10.0M |
| Mgo One Seven LLC | 0.20% | Add +6.8% | 197,600 | $9.9M |
| Trust Co | 0.92% | Add +1.4% | 197,088 | $9.8M |
| Factor Wealth Management LTD | 1.79% | Add +697.4% | 191,038 | $9.5M |
| Blueprint Investment Partners LLC | 0.97% | New | 190,850 | $9.5M |
| Cherry Tree Wealth Management, LLC | 2.00% | Add +7.5% | 189,272 | $9.5M |
| Sovereign Financial Group, Inc. | 1.64% | Add +9.8% | 188,785 | $9.4M |
| Summit Global Investments | 0.56% | Add +263.2% | 188,528 | $9.4M |
| SimpliFi, Inc. | 3.95% | Add +1.3% | 188,484 | $9.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +79.8% | 188,006 | $9.4M |
| Financial & Tax Architects, LLC | 2.09% | Add +2.2% | 187,643 | $9.4M |
| ShankerValleau Wealth Advisors, Inc. | 2.56% | Add +2.3% | 181,791 | $9.1M |
| Clarity Capital Advisors, LLC | 4.20% | Add +6.0% | 180,545 | $9.0M |
| Nvwm, LLC | 1.99% | Reduce -10.3% | 179,178 | $8.9M |
| Jeppson Wealth Management, LLC | 2.80% | Reduce -0.5% | 178,818 | $8.9M |
| Merit Financial Group, LLC | 0.07% | Add +186.4% | 178,706 | $8.9M |
| Magnus Financial Group LLC | 0.73% | Add +9.2% | 178,403 | $8.9M |
| Finhabits Advisors LLC | 8.20% | Add +0.1% | 177,961 | $8.9M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -3.0% | 176,528 | $8.8M |
| Whitegate Investment Counselors, Inc. | 2.80% | Reduce -1.6% | 176,381 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -3.0% | 176,195 | $8.8M |
| C M Bidwell & Associates Ltd. | 4.09% | Add +8.0% | 175,370 | $8.8M |
| Wright Wealth LLC | 5.80% | Add +4.8% | 173,510 | $8.7M |
| Bulwark Capital Corp | 5.33% | Reduce -10.0% | 173,006 | $8.6M |
| PFG Advisors | 0.42% | Add +3881.8% | 172,373 | $8.6M |
| Graves Light Lenhart Wealth, Inc. | 0.89% | Add +3.8% | 171,634 | $8.6M |
| White Lighthouse Investment Management Inc. | 1.18% | Add +28.7% | 169,803 | $8.5M |
| Procyon Advisors, LLC | 0.41% | Reduce -11.4% | 169,428 | $8.5M |
| SVRN Asset Management, LLC | 8.18% | Reduce -0.3% | 169,200 | $8.5M |
| HBE Wealth Management, LLC | 7.31% | Reduce -1.1% | 167,794 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.3% | 166,479 | $8.3M |
| Equitable Holdings, Inc. | 0.05% | Reduce -2.2% | 343,298 | $8.2M |
| Robinswood Financial LLC | 2.58% | Add +19.6% | 164,168 | $8.2M |
| Allworth Financial LP | 0.03% | Reduce -4.0% | 163,526 | $8.2M |
| TrueWealth Financial Partners | 3.22% | New | 161,930 | $8.1M |
| Gradient Capital Advisors, LLC | 2.10% | Add +5.5% | 161,880 | $8.1M |
| North Ridge Wealth Advisors, Inc. | 4.53% | Add +1.6% | 161,104 | $8.0M |
| Scotia Capital Inc. | 0.03% | Reduce -24.4% | 158,820 | $7.9M |
| Atlas Capital Advisors Inc. | 0.90% | Add +12.2% | 158,199 | $7.9M |
| XY Planning Network, Inc. | 1.26% | Add +10.2% | 157,714 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +0.2% | 157,042 | $7.8M |
| Family CFO Inc | 3.49% | Reduce -1.2% | 156,099 | $7.8M |
| Advisory Services Network, LLC | 0.10% | Reduce -23.8% | 154,798 | $7.7M |
| Roundview Capital LLC | 0.48% | Reduce -2.5% | 154,689 | $7.7M |
| Family Wealth Partners, LLC | 2.60% | Add +13.7% | 152,291 | $7.6M |
| TPG Financial Advisors, LLC | 2.47% | Add +5.7% | 151,881 | $7.6M |
| Elevation Capital Advisory, LLC | 3.21% | Add +18.4% | 150,779 | $7.5M |
| Point Nemo Capital, LLC | 4.87% | Add +178.6% | 147,848 | $7.4M |
| Spartan Planning & Wealth Management | 5.42% | New | 146,754 | $7.3M |
| Good Harbor Advisors, Inc. | 7.98% | Add +6.0% | 146,386 | $7.3M |
| Rwa Wealth Partners, LLC | 0.08% | New | 145,493 | $7.3M |
| Plum Street Advisors, LLC | 2.46% | Add +12.6% | 142,235 | $7.1M |
| Cloud Capital Management, LLC | 3.03% | Reduce -15.2% | 138,963 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +1151.9% | 138,082 | $6.9M |
| First Business Financial Services, Inc. | 0.59% | New | 132,822 | $6.6M |
| Peirce Capital Management, LLC | 2.58% | Add +5.2% | 131,961 | $6.6M |
| Bank of Montreal | 0.00% | Add +5581.9% | 130,911 | $6.5M |
| Global Wealth Management, LLC | 3.56% | New | 130,880 | $6.5M |
| Banco Santander, S.A. | 0.05% | No change | 130,387 | $6.5M |
| Tilson Financial Group, Inc. | 1.94% | Add +3.2% | 129,252 | $6.5M |
| Secure Asset Management, LLC | 1.02% | Add +66.0% | 128,278 | $6.4M |
| Breakwater Capital Group | 0.85% | Add +4.8% | 127,656 | $6.4M |
| Curran Financial Partners, LLC | 1.14% | Add +19.5% | 127,408 | $6.4M |
| Fort Vancouver Investment Management, LLC | 3.21% | Reduce -12.1% | 126,753 | $6.3M |
| Tru Independence Asset Management 2, LLC | 3.89% | Add +4.9% | 126,491 | $6.3M |
| Friday Financial | 2.17% | Add +3.4% | 126,167 | $6.3M |
| Meritas Wealth Management, LLC | 2.82% | Add +9.1% | 124,709 | $6.2M |
| AQR Capital Management | 0.00% | Add +3.4% | 124,129 | $6.2M |
| Hutchinson Capital Management | 1.13% | Add +27.6% | 123,573 | $6.2M |
| Greenbush Financial Group, LLC | 2.04% | Add +10.5% | 123,290 | $6.2M |
| Private Wealth Advisors, LLC | 1.73% | Add +1187.2% | 122,915 | $6.1M |
| Mullaney, Keating & Wright, Inc. | 3.33% | Reduce -3.4% | 122,722 | $6.1M |
| Cardiff Park Advisors, LLC | 0.49% | Add +5.8% | 121,414 | $6.1M |
| Callan Family Office, LLC | 0.14% | Add +3.8% | 121,270 | $6.1M |
| Morningstar Investment Management LLC | 0.38% | Reduce -2.5% | 121,257 | $6.1M |
| Fairview Capital Investment Management, LLC | 0.32% | Add +2.1% | 119,289 | $6.0M |
| Essential Planning, LLC. | 1.86% | Add +1.5% | 117,113 | $5.8M |
| 3EDGE Asset Management, LP | 0.28% | Reduce -78.9% | 116,949 | $5.8M |
| Spire Wealth Management | 0.20% | Add +6.9% | 116,592 | $5.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -42.9% | 115,534 | $5.8M |
| Tme Financial, Inc. | 3.91% | Reduce -1.7% | 112,855 | $5.6M |
| Symmetry Partners, LLC | 0.32% | Add +22.6% | 110,919 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.4% | 110,736 | $5.5M |
| Shotwell Rutter Baer Inc | 3.22% | Add +5.1% | 109,789 | $5.5M |
| Exchange Traded Concepts, LLC | 0.04% | Add +76.8% | 109,246 | $5.5M |
| Certified Advisory Corp | 0.48% | Add +2.1% | 106,511 | $5.3M |
| Manuka Financial, LLC | 3.27% | Add +6.7% | 105,904 | $5.3M |
| Aspirean Wealth, LLC | 5.61% | Add +1.9% | 103,351 | $5.2M |
| Anderson Hoagland & Co. | 0.44% | Add +1.6% | 102,340 | $5.1M |
| Poinciana Advisors Group, LLC | 4.02% | Add +2.8% | 101,851 | $5.1M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +145.6% | 100,510 | $5.0M |
| Aerodigm Wealth, LLC | 1.87% | Add +15.8% | 99,691 | $5.0M |
| Destiny Wealth Partners, LLC | 0.54% | Add +3.6% | 99,289 | $5.0M |
| Squire Investment Management Company, LLC | 1.37% | Add +9.8% | 98,561 | $4.9M |
| Hoese & Co LLP | 3.58% | Add +5.2% | 96,578 | $4.8M |
| Ames National Corp. | 2.88% | Add +6.3% | 96,244 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +19.1% | 95,100 | $4.8M |
| Belleair Asset Management, LLC | 4.26% | Add +13.4% | 93,609 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.2% | 93,042 | $4.6M |
| Fiduciary Trust Co | 0.05% | No change | 92,523 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +32.8% | 91,840 | $4.6M |
| Savvy Advisors, Inc. | 0.12% | Add +230.5% | 91,285 | $4.6M |
| Gould Asset Management LLC | 0.79% | Reduce -6.0% | 91,184 | $4.6M |
| Petersen Hastings Wealth Advisors Inc. | 0.42% | Add +0.2% | 90,750 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -58.0% | 90,257 | $4.5M |
| Advisory Alpha, LLC | 0.12% | Add +50.6% | 90,145 | $4.5M |
| Northern Lights Advisors, Inc. | 3.05% | Add +11.6% | 90,101 | $4.5M |
| Hurlow Wealth Management Group, Inc. | 1.07% | Add +8.3% | 89,965 | $4.5M |
| Genesis Wealth Advisors, LLC | 2.99% | Add +7.0% | 89,742 | $4.5M |
| Cary Street Partners Financial LLC | 0.11% | Reduce -1.2% | 88,434 | $4.4M |
| Ritholtz Wealth Management | 0.07% | Add +14.1% | 86,240 | $4.3M |
| Comprehensive Money Management Services LLC | 2.82% | Add +28.0% | 86,036 | $4.3M |
| Private Client Services, LLC | 1.26% | Add +5.3% | 84,371 | $4.2M |
| Wealthedge Investment Advisors, LLC | 1.55% | Add +42.0% | 84,276 | $4.2M |
| Lido Advisors, LLC | 0.02% | Add +0.9% | 82,492 | $4.1M |
| Aspiriant, LLC | 0.12% | Add +0.3% | 81,999 | $4.1M |
| Austin Asset Management Co Inc | 0.69% | Reduce -16.4% | 81,863 | $4.1M |
| West Paces Advisors Inc. | 0.79% | Reduce -2.8% | 81,809 | $4.1M |
| Phillips Financial Management, LLC | 0.30% | Reduce -19.7% | 81,671 | $4.1M |
| Sfm, LLC | 2.42% | Add +9.6% | 80,009 | $4.0M |
| Money Concepts Capital Corp. | 0.22% | New | 79,415 | $4.0M |
| Southeast Asset Advisors, LLC | 0.43% | Add +8.9% | 79,325 | $4.0M |
| RAM Investment Partners, LLC | 0.68% | Add +2.9% | 77,603 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -47.4% | 76,268 | $3.8M |
| Prism Planning Partners LLC | 4.50% | Add +10.8% | 76,175 | $3.8M |
| Titan Global Capital Management USA LLC | 0.56% | Add +29.7% | 75,747 | $3.8M |
| Lutz Financial Services LLC | 0.25% | Reduce -11.6% | 75,620 | $3.8M |
| TD Private Client Wealth LLC | 0.08% | Add +13.0% | 75,145 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Add +124.8% | 73,527 | $3.7M |
| CogentBlue Wealth Advisors, LLC | 2.46% | Reduce -4.1% | 73,118 | $3.7M |
| First Hawaiian Bank | 0.51% | Reduce -4.0% | 72,696 | $3.6M |
| First American Trust, FSB | 0.24% | Reduce -3.9% | 72,036 | $3.6M |
| Cranbrook Wealth Management, LLC | 0.73% | Add +11.1% | 71,434 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -64.6% | 71,193 | $3.6M |
| Chesley Taft & Associates LLC | 0.15% | Add +1.9% | 70,819 | $3.5M |
| Almanack Investment Partners, LLC. | 0.60% | Add +4.0% | 70,818 | $3.5M |
| Chicago Partners Investment Group LLC | 0.08% | Add +1.1% | 70,030 | $3.5M |
| Passive Capital Management, LLC. | 1.04% | Reduce -11.2% | 69,986 | $3.5M |
| Fortune Financial Advisors, LLC | 1.78% | Add +4.5% | 69,824 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -10.4% | 69,421 | $3.5M |
| Cwm, LLC | 0.01% | Reduce -4.3% | 67,920 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +3.5% | 67,550 | $3.4M |
| Generations Wealth, LLC | 3.27% | Add +13.4% | 67,391 | $3.4M |
| Sage Rhino Capital LLC | 0.63% | Add +7.0% | 67,191 | $3.4M |
| Private Wealth Management Group, LLC | 0.88% | Reduce -5.3% | 67,065 | $3.3M |
| Sharper & Granite LLC | 1.14% | Add +19.3% | 66,773 | $3.3M |
| Sagace Wealth Management LLC | 2.25% | Add +1.6% | 66,349 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -11.5% | 65,905 | $3.3M |
| Nepc LLC | 0.07% | No change | 65,564 | $3.3M |
| ARK & TLK Investments, LLC | 0.88% | Add +4.7% | 64,581 | $3.2M |
| Blair William & Co. | 0.01% | Reduce -6.8% | 62,707 | $3.1M |
| Palladiem, LLC | 2.99% | Reduce -3.4% | 62,615 | $3.1M |
| Financial Life Advisors | 0.96% | Add +0.7% | 61,493 | $3.1M |
| Avant Financial Advisors LLC | 2.15% | Add +6.8% | 61,323 | $3.1M |
| Tranquilli Financial Advisor LLC | 1.77% | Add +127.5% | 60,796 | $3.0M |
| Farrell Financial LLC | 1.80% | Add +1.7% | 60,248 | $3.0M |
| URS Advisory LLC | 2.18% | New | 59,642 | $3.0M |
| Opus Financial Solutions LLC | 2.81% | Reduce -2.3% | 59,620 | $3.0M |
| Kathmere Capital Management, LLC | 0.18% | Add +106.2% | 59,172 | $3.0M |
| OMNI 360 Wealth, Inc. | 1.52% | Reduce -2.0% | 58,810 | $2.9M |
| Centurion Wealth Management LLC | 0.66% | Add +3.1% | 58,725 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +14.2% | 58,653 | $2.9M |
| Boston Standard Wealth Management, LLC | 0.48% | Add +5.0% | 58,701 | $2.9M |
| Lakewood Asset Management LLC | 1.84% | Add +8.5% | 57,639 | $2.9M |
| JMG Financial Group, Ltd. | 0.08% | Add +2.4% | 56,822 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -15.4% | 56,689 | $2.8M |
| Sterling Financial Planning, Inc. | 0.83% | Add +10.3% | 56,072 | $2.8M |
| Discipline Wealth Solutions, LLC | 0.29% | Add +109.5% | 55,766 | $2.8M |
| Conrad Siegel Investment Advisors, Inc. | 0.50% | Reduce -0.1% | 55,216 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 54,550 | $2.7M |
| Sigma Planning Corp | 0.08% | Reduce -1.1% | 54,539 | $2.7M |
| Conservest Capital Advisors, Inc. | 0.24% | Add +54.2% | 54,069 | $2.7M |
| Lodestone Wealth Management LLC | 1.07% | Add +5.2% | 54,068 | $2.7M |
| RFG Advisory, LLC | 0.05% | New | 53,884 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.15% | No change | 53,826 | $2.7M |
| Barry Investment Advisors, LLC | 0.59% | Add +0.6% | 53,786 | $2.7M |
| Veery Capital, LLC | 0.82% | Add +5.7% | 53,553 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.5% | 53,545 | $2.7M |
| Monarch Capital Management Inc. | 0.65% | Add +1.6% | 53,336 | $2.7M |
| Heritage Trust Co | 0.27% | Reduce -3.4% | 53,155 | $2.7M |
| Apriem Advisors | 0.25% | Add +4.7% | 52,609 | $2.6M |
| Koss-Olinger Consulting, LLC | 0.22% | New | 52,520 | $2.6M |
| Staley Capital Advisers Inc. | 0.11% | Add +4.0% | 52,425 | $2.6M |
| HTG Investment Advisors, Inc. | 0.75% | Add +5.0% | 52,306 | $2.6M |
| Raffa Wealth Management, LLC | 0.41% | Add +0.8% | 52,165 | $2.6M |
| Lodestar Private Asset Management LLC | 0.25% | Add +3.1% | 51,324 | $2.6M |
| Exit Wealth Advisors, LLC. | 1.32% | New | 51,275 | $2.6M |
| Curtis Advisory Group, LLC | 0.54% | New | 50,544 | $2.5M |
| Hegarty Advisors, LLC | 1.95% | Add +1.2% | 49,516 | $2.5M |
| Vistica Wealth Advisors, LLC | 2.43% | Add +7.5% | 48,895 | $2.4M |
| Asset Allocation Strategies LLC | 0.43% | Reduce -7.1% | 48,812 | $2.4M |
| Partners Capital Investment Group, LLP | 0.09% | No change | 48,597 | $2.4M |
| AXS Investments LLC | 0.97% | Add +53.1% | 48,191 | $2.4M |
| CGN Advisors LLC | 0.19% | Add +5.0% | 48,119 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Add +13.9% | 47,955 | $2.4M |
| Gilbert Capital Group, Inc. | 1.84% | Reduce -2.2% | 47,656 | $2.4M |
| Sheridan Capital Management, LLC | 1.24% | Add +27.1% | 47,210 | $2.4M |
| Balanced Rock Investment Advisors LLC | 1.65% | Add +3.5% | 47,048 | $2.4M |
| Arbor Investment Advisors, LLC | 0.30% | Add +2.9% | 46,911 | $2.3M |
| LexAurum Advisors, LLC | 0.30% | — | 46,719 | $2.3M |
| Regal Investment Advisors LLC | 0.13% | Reduce -20.1% | 46,577 | $2.3M |
| Compound Planning, Inc. | 0.07% | Reduce -3.3% | 46,248 | $2.3M |
| New Dimensions Wealth Management, LLC | 1.96% | Reduce -2.9% | 46,212 | $2.3M |
| Silver Oak Advisory Group, Inc. | 0.99% | Add +5.0% | 45,810 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +81.5% | 45,749 | $2.3M |
| Approach Retirement Advisors, LLC | 1.89% | Add +1.4% | 45,564 | $2.3M |
| Equity Investment Corp. | 0.04% | Add +0.8% | 45,423 | $2.3M |
| Keyvantage Wealth, LLC | 1.00% | Add +10.1% | 45,386 | $2.3M |
| Headinvest, LLC | 0.46% | Reduce -0.8% | 45,216 | $2.3M |
| Elevate Wealth Advisory, Inc. | 1.43% | Add +2.5% | 45,211 | $2.3M |
| Centennial Advisors, LLC | 2.87% | Add +16.1% | 45,132 | $2.3M |
| Greenspring Advisors, LLC | 0.14% | Add +24.6% | 45,018 | $2.2M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -4.8% | 44,437 | $2.2M |
| Legacy Financial Group, Inc. | 0.58% | Add +2.2% | 44,190 | $2.2M |
| Columbus Macro, LLC | 0.24% | Add +1.9% | 44,116 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -79.0% | 44,020 | $2.2M |
| Ifrah Financial Services, Inc. | 0.58% | Reduce -3.4% | 43,879 | $2.2M |
| SpringVest Wealth Management LLC | 1.50% | Reduce -7.8% | 43,871 | $2.2M |
| Macroview Investment Management LLC | 1.52% | Add +0.6% | 43,714 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 43,688 | $2.2M |
| Bristlecone Value Partners, LLC | 1.91% | Add +9.2% | 43,513 | $2.2M |
| StoneX Group Inc. | 0.12% | New | 43,138 | $2.2M |
| Red Lighthouse Investment Management, LLC | 0.73% | Add +3.6% | 43,115 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -91.8% | 43,311 | $2.2M |
| Zeit Capital LLC | 1.43% | Add +1.5% | 42,755 | $2.1M |
| Brookwood Investment Group LLC | 0.27% | Add +105.3% | 42,483 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -11.9% | 42,153 | $2.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.56% | Reduce -4.0% | 41,836 | $2.1M |
| OneAscent Financial Services LLC | 0.11% | Add +228.0% | 41,401 | $2.1M |
| Performance Wealth Partners, LLC | 0.06% | Add +0.1% | 41,395 | $2.1M |
| Richmond Brothers, Inc. | 1.34% | Reduce -31.7% | 40,322 | $2.0M |
| Modern Wealth Management, LLC | 0.03% | New | 40,355 | $2.0M |
| HighPoint Advisor Group LLC | 0.08% | Reduce -1.9% | 39,758 | $2.0M |
| Amicus Financial Advisors, LLC | 0.55% | Reduce -1.2% | 39,727 | $2.0M |
| Washington Trust Bank | 0.14% | Add +31.1% | 39,360 | $2.0M |
| Kaufman Rossin Wealth, LLC | 1.12% | Add +40.5% | 39,174 | $2.0M |
| Cypress Capital, LLC | 0.56% | Reduce -1.6% | 39,103 | $2.0M |
| Flatrock Wealth Partners LLC | 0.87% | Add +7.3% | 38,789 | $1.9M |
| Parkwoods Wealth Partners, LLC | 0.47% | Add +118.4% | 38,694 | $1.9M |
| Oak Family Advisors, LLC | 0.59% | Add +624.1% | 38,618 | $1.9M |
| Clear Creek Financial Management, LLC | 0.15% | Add +4.5% | 38,266 | $1.9M |
| Altiora Financial Group, LLC | 0.31% | Reduce -18.5% | 38,165 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -28.6% | 38,020 | $1.9M |
| Oak Harvest Investment Services | 0.20% | Add +27.6% | 37,916 | $1.9M |
| Baker Ellis Asset Management LLC | 0.22% | Add +24.7% | 37,900 | $1.9M |
| Integrity Alliance, Llc. | 0.07% | Reduce -75.4% | 37,836 | $1.9M |
| Compton Financial Group, LLC | 0.41% | Reduce -22.7% | 37,407 | $1.9M |
| Systelligence, LLC | 0.36% | New | 37,363 | $1.9M |
| Timber Creek Capital Management LLC | 0.45% | Reduce -3.3% | 37,124 | $1.9M |
| Strategic Investment Advisors / MI | 0.13% | Add +148.3% | 36,569 | $1.8M |
| One Wealth Map LLC | 0.89% | Add +5.5% | 36,142 | $1.8M |
| DORVAL Corp | 0.57% | Reduce -2.8% | 36,463 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 36,400 | $1.8M |
| Aegis Wealth Management LLC | 1.03% | Reduce -1.1% | 35,886 | $1.8M |
| Aries Wealth Management | 0.39% | Add +13.4% | 35,802 | $1.8M |
| Disciplined Investments, LLC | 0.64% | Reduce -1.4% | 35,793 | $1.8M |
| Motley Fool Wealth Management, LLC | 0.20% | Reduce -20.9% | 35,778 | $1.8M |
| Diversify Wealth Management, LLC | 0.03% | Add +2.3% | 35,403 | $1.8M |
| Tilia Fiduciary Partners, Inc. | 0.97% | Reduce -3.9% | 35,513 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -3.6% | 35,443 | $1.8M |
| Level Financial Advisors | 0.45% | Reduce -4.0% | 35,353 | $1.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.26% | Reduce -2.3% | 35,179 | $1.8M |
| JT Stratford LLC | 0.22% | Add +13.3% | 34,783 | $1.7M |
| L. Roy Papp & Associates, LLP | 0.20% | No change | 34,697 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +452.9% | 34,660 | $1.7M |
| ArchPoint Investors | 0.41% | No change | 34,614 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +2.6% | 34,477 | $1.7M |
| Seed Wealth Management, Inc. | 1.18% | Reduce -18.6% | 34,228 | $1.7M |
| Brown Wealth Management, LLC | 0.44% | Add +3.0% | 34,207 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Add +5.2% | 34,006 | $1.7M |
| Rede Wealth, LLC | 0.60% | Add +16.8% | 33,178 | $1.7M |
| Creative Financial Designs Inc. | 0.10% | Reduce -1.1% | 32,963 | $1.6M |
| Gateway Wealth Partners, LLC | 0.06% | Add +221.4% | 32,684 | $1.6M |
| Signal Advisors Wealth, LLC | 0.11% | Add +152.5% | 32,627 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.3% | 32,495 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.56% | Reduce -5.6% | 32,450 | $1.6M |
| Maseco LLP | 0.05% | No change | 32,302 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +38.1% | 32,090 | $1.6M |
| J. Team Financial, Inc. | 1.79% | Reduce -15.8% | 31,925 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.16% | Add +12.8% | 31,533 | $1.6M |
| Retirement Planning Group, LLC | 0.05% | Reduce -21.2% | 31,225 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Add +268.3% | 31,049 | $1.6M |
| Coston, McIsaac & Partners | 0.35% | Add +12.3% | 31,042 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +98.7% | 30,983 | $1.5M |
| Ares Financial Consulting, LLC | 1.21% | Add +40.2% | 30,975 | $1.5M |
| Visionary Wealth Advisors | 0.07% | Reduce -14.2% | 30,890 | $1.5M |
| Strategic Investment Solutions, Inc. | 0.37% | Add +35.0% | 31,555 | $1.5M |
| Florin Court Capital LLP | 5.77% | Reduce -36.4% | 30,600 | $1.5M |
| Essential Partners LLC | 0.51% | Add +0.5% | 30,417 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +9.4% | 29,909 | $1.5M |
| Hanover Advisors Inc. | 0.60% | Add +3.2% | 29,716 | $1.5M |
| Rinkey Investments | 0.38% | Reduce -1.6% | 29,494 | $1.5M |
| Seneschal Advisors, LLC | 1.08% | Reduce -16.6% | 29,058 | $1.5M |
| Breakwater Investment Management | 0.54% | Reduce -1.7% | 28,816 | $1.4M |
| Forum Financial Management, LP | 0.02% | Add +0.2% | 28,517 | $1.4M |
| Continuum Advisory, LLC | 0.14% | Add +3.0% | 28,450 | $1.4M |
| Brighton Securities Corp. | 0.68% | Add +9.6% | 28,164 | $1.4M |
| Donalies Financial Planning, LLC | 1.19% | Add +11.1% | 27,967 | $1.4M |
| Capital Squared Financial LLC | 1.06% | Reduce -6.9% | 27,811 | $1.4M |
| Red Reef Advisors LLC | 1.45% | Add +2.1% | 27,785 | $1.4M |
| Keebeck Wealth Management | 0.16% | Add +118.0% | 27,672 | $1.4M |
| Calder Financial LLC | 1.37% | Reduce -3.1% | 27,688 | $1.4M |
| Mustard Seed Financial, LLC | 0.82% | Add +12.3% | 27,235 | $1.4M |
| Cambient Family Office, LLC | 0.19% | Add +430.8% | 27,220 | $1.4M |
| World Investment Advisors | 0.02% | Add +0.5% | 27,066 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -1.6% | 26,862 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +39.7% | 26,749 | $1.3M |
| Birchcreek Wealth Management, LLC | 0.64% | Add +192.1% | 26,489 | $1.3M |
| Marathon Strategic Advisors, LLC | 0.94% | Reduce -0.8% | 26,204 | $1.3M |
| S.A. Mason LLC | 0.48% | No change | 25,864 | $1.3M |
| Pasadena Private Wealth, LLC | 0.18% | New | 25,488 | $1.3M |
| Sheets Smith Wealth Management | 0.14% | Add +8.6% | 25,257 | $1.3M |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -27.9% | 25,159 | $1.3M |
| Midwestern Financial, LLC | 0.98% | Add +41.8% | 25,023 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.13% | Add +18.1% | 24,707 | $1.2M |
| Financial Planning Navigators CORP | 0.54% | Add +30.5% | 24,488 | $1.2M |
| Commerce Bank | 0.01% | New | 24,434 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -36.3% | 24,285 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -4.4% | 24,243 | $1.2M |
| Maltin Wealth Management, Inc. | 0.46% | Reduce -8.6% | 24,178 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +69.5% | 24,022 | $1.2M |
| Atlantic Union Bankshares Corp | 0.02% | Add +80.0% | 24,005 | $1.2M |
| MA Private Wealth | 0.20% | Add +1.3% | 23,832 | $1.2M |
| Innovative Wealth Building LLC | 0.83% | Reduce -0.5% | 23,630 | $1.2M |
| FDx Advisors, Inc. | 0.37% | Reduce -0.8% | 23,355 | $1.2M |
| Midwest Trust Co | 0.01% | Add +2.5% | 23,348 | $1.2M |
| Capstone Wealth Management, LLC | 0.81% | Add +9.5% | 23,343 | $1.2M |
| Claris Advisors, LLC / Mo / | 0.35% | Add +6.9% | 23,295 | $1.2M |
| Successful Portfolios LLC | 0.64% | Add +3.2% | 23,191 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.28% | Add +14.9% | 23,068 | $1.2M |
| JDH Wealth Management, LLC | 0.76% | Add +17.6% | 22,548 | $1.1M |
| Kings Path Partners LLC | 0.39% | Reduce -1.2% | 22,494 | $1.1M |
| Dopkins Wealth Management, LLC | 0.45% | Add +14.0% | 22,451 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 22,332 | $1.1M |
| TRB Wealth Management, LLC | 0.16% | — | 22,228 | $1.1M |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -23.8% | 22,184 | $1.1M |
| Aberdeen Group plc | 0.00% | Add +120.0% | 22,164 | $1.1M |
| FMB Wealth Management | 0.46% | Add +10.2% | 22,140 | $1.1M |
| MFA Wealth Services | 0.73% | Reduce -1.6% | 22,092 | $1.1M |
| L.K. Benson & Company, P.C. | 0.36% | Add +12.3% | 21,981 | $1.1M |
| FC Advisory LLC | 0.32% | Reduce -0.8% | 21,731 | $1.1M |
| Sage Capital Management, LLC | 0.51% | Reduce -7.7% | 21,602 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Reduce -31.8% | 21,594 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.5% | 21,556 | $1.1M |
| Bulltick Wealth Management, LLC | 0.24% | Add +6.3% | 21,555 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -66.5% | 21,505 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +13.9% | 21,433 | $1.1M |
| Tortoise Investment Management, LLC | 0.09% | No change | 21,385 | $1.1M |
| SteelPeak Wealth, LLC | 0.03% | Add +18.4% | 21,341 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +4.2% | 21,275 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.17% | No change | 21,155 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.07% | Add +9.3% | 20,932 | $1.0M |
| One Degree Advisors Inc | 0.27% | Add +10.3% | 20,901 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +45.2% | 20,850 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +23.0% | 20,727 | $1.0M |
| Win Advisors, Inc. | 0.47% | New | 20,533 | $1.0M |
| Prosperity Advisers, LLC | 0.85% | Reduce -1.9% | 20,482 | $1.0M |
| Unison Advisors LLC | 0.08% | No change | 20,467 | $1.0M |
| Root Financial Partners, LLC | 0.05% | Add +119.8% | 20,440 | $1.0M |
| Physician Wealth Solutions Inc. | 0.42% | Add +24.3% | 20,335 | $1.0M |
| Foundation Wealth Management, LLC\PA | 0.36% | Reduce -28.7% | 20,314 | $1.0M |
| Woodward Diversified Capital, LLC | 0.46% | Add +261.8% | 19,987 | $1.0M |
| BCS Private Wealth Management, Inc. | 0.30% | Add +0.3% | 20,023 | $1.0M |
| Stillwater Private Wealth, LLC | 0.85% | — | 20,001 | $999K |
| &partners | 0.00% | Add +16.6% | 19,809 | $989K |
| Round Rock Advisors LLC | 0.15% | Reduce -2.4% | 19,727 | $985K |
| Ledyard National Bank | 0.09% | No change | 19,626 | $980K |
| EPG Wealth Management LLC | 0.26% | Add +11.0% | 19,361 | $967K |
| Private Trust Co. NA | 0.09% | Add +0.4% | 19,360 | $967K |
| N.E.W. Advisory Services LLC | 0.07% | Add +10.4% | 19,345 | $966K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.0% | 19,279 | $963K |
| Laurel Wealth Advisors LLC | 0.09% | No change | 18,985 | $957K |
| Focus Financial Network, Inc. | 0.03% | Add +1.6% | 19,116 | $955K |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Add +25.5% | 18,975 | $948K |
| Benin Management CORP | 0.21% | Reduce -33.8% | 18,973 | $948K |
| HRT Financial LP | 0.00% | New | 18,872 | $942K |
| K2 Financial Inc. | 0.67% | Reduce -73.7% | 18,304 | $918K |
| Mengis Capital Management, Inc. | 0.16% | Reduce -2.4% | 18,287 | $913K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.0% | 18,042 | $901K |
| Beese Fulmer Investment Management, Inc. | 0.06% | Add +209.6% | 17,890 | $894K |
| Larson Financial Group LLC | 0.03% | Reduce -6.4% | 17,818 | $890K |
| Western Wealth Management, LLC | 0.03% | Add +3.2% | 17,778 | $888K |
| Cassady Wealth & Retirement Planning, LLC | 0.46% | Reduce -37.5% | 17,554 | $884K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +314.3% | 17,623 | $880K |
| PW Nova Financial Services LLC | 0.24% | Add +7.1% | 17,452 | $872K |
| Leavell Investment Management, Inc. | 0.04% | Add +9.6% | 17,415 | $870K |
| Fischer Financial Services, Inc. | 0.29% | Add +1.2% | 17,390 | $869K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.6% | 17,284 | $863K |
| HMV Wealth Advisors, LLC | 0.40% | Add +6.3% | 17,187 | $858K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | Add +10.4% | 17,116 | $855K |
| TPG Advisors LLC | 0.53% | Reduce -4.4% | 17,097 | $854K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.76% | Reduce -0.6% | 17,004 | $849K |
| First Heartland Consultants, Inc. | 0.06% | New | 16,773 | $838K |
| KPP Advisory Services LLC | 0.12% | Reduce -4.9% | 16,734 | $836K |
| Beckerman Institutional, LLC | 0.44% | Reduce -0.2% | 16,654 | $832K |
| Gotham Asset Management | 0.00% | Add +44.2% | 16,639 | $831K |
| IFS Group,LLC | 0.72% | — | 16,207 | $810K |
| Cypress Wealth Services, LLC | 0.11% | New | 16,153 | $807K |
| Harbour Investment Management LLC | 0.43% | New | 15,930 | $796K |
| Independent Advisor Alliance | 0.01% | New | 15,923 | $795K |
| Horizon Financial Services, LLC | 0.35% | Add +61.6% | 15,900 | $794K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.2% | 15,829 | $791K |
| Whelan Financial | 0.24% | Reduce -96.4% | 15,793 | $789K |
| Mraz, Amerine & Associates, Inc. | 0.12% | No change | 15,784 | $788K |
| CoreCap Advisors, LLC | 0.03% | Add +23.7% | 15,778 | $788K |
| Hershey Financial Advisers, LLC | 0.67% | Add +83.5% | 15,507 | $775K |
| Center For Asset Management LLC | 0.38% | Reduce -1.6% | 15,505 | $774K |
| American Investment Services, Inc. | 0.17% | Add +31.0% | 15,426 | $771K |
| HSBC Holdings PLC | 0.00% | No change | 15,250 | $762K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.5% | 15,250 | $762K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -12.3% | 15,224 | $760K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -31.9% | 15,181 | $758K |
| Clearbridge Investments, LLC | 0.00% | No change | 15,000 | $749K |
| Estate Counselors, LLC | 0.07% | New | 14,990 | $749K |
| GenTrust, LLC | 0.03% | Add +2.8% | 14,948 | $747K |
| Smithbridge Asset Management Inc. | 0.11% | Reduce -42.8% | 14,804 | $739K |
| Prostatis Group LLC | 0.19% | Reduce -11.5% | 14,573 | $728K |
| Advyzon Investment Management, LLC | 0.06% | Add +17.3% | 14,088 | $704K |
| 17 Capital Partners, LLC | 0.36% | Add +19.8% | 14,021 | $700K |
| Wellington Shields & Co., LLC | 0.18% | No change | 14,000 | $699K |
| Bokf, NA | 0.01% | Add +55.6% | 14,000 | $699K |
| Adams Wealth Management | 0.15% | Add +7.6% | 13,990 | $699K |
| CacheTech Inc. | 0.13% | Add +7.6% | 13,990 | $699K |
| Stewardship Advisors, LLC | 0.16% | Reduce -33.0% | 13,731 | $686K |
| Pathstone Holdings, LLC | 0.00% | Add +7.9% | 13,678 | $683K |
| Blueprint Financial Advisors LLC | 0.10% | New | 13,539 | $676K |
| Berger Financial Group, Inc | 0.04% | Add +120.0% | 13,303 | $664K |
| Synergy Asset Management, LLC | 0.07% | Add +34.4% | 12,961 | $647K |
| Wesbanco Bank Inc. | 0.02% | Reduce -3.8% | 12,816 | $640K |
| Flagstar Securities, Inc. | 0.23% | Reduce -0.5% | 12,713 | $635K |
| Golden Road Advisors LLC | 0.37% | Reduce -1.4% | 12,700 | $634K |
| Ascent Group, LLC | 0.02% | Add +38.7% | 12,668 | $633K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +10.0% | 12,621 | $630K |
| Hardin Capital Partners, LLC | 0.29% | Reduce -2.6% | 12,518 | $625K |
| Fiduciary Advisors, Inc. | 0.47% | Add +37.6% | 12,494 | $624K |
| Private Harbour Investment Management & Counsel, LLC | 0.68% | No change | 12,395 | $619K |
| Avion Wealth | 0.13% | Reduce -22.0% | 12,365 | $617K |
| Seelaus Asset Management LLC | 0.44% | New | 12,219 | $610K |
| Mission Wealth Management, LP | 0.01% | New | 12,064 | $603K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 11,976 | $598K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +113.3% | 11,899 | $594K |
| Smith Partners Wealth Management, LLC | 0.53% | Reduce -14.5% | 11,803 | $590K |
| SkyOak Wealth, LLC | 0.11% | No change | 11,795 | $589K |
| Black Diamond Financial, LLC | 0.06% | Reduce -0.0% | 11,648 | $582K |
| Brighton Jones LLC | 0.01% | New | 11,590 | $579K |
| Eagle Bay Advisors LLC | 0.51% | Add +64.0% | 11,579 | $578K |
| NorthRock Partners, LLC | 0.01% | Reduce -36.9% | 11,329 | $566K |
| Cogent Strategic Wealth LLC | 0.58% | Add +14.3% | 11,318 | $565K |
| Tidal Investments LLC | 0.00% | New | 11,200 | $559K |
| BridgePort Financial Solutions, LLC | 0.16% | Reduce -3.1% | 11,145 | $557K |
| Arkos Global Advisors | 0.07% | No change | 11,102 | $555K |
| Northstar Group, Inc. | 0.08% | No change | 11,077 | $553K |
| Citizens Financial Group Inc. | 0.01% | Reduce -9.0% | 11,009 | $550K |
| Surience Private Wealth LLC | 0.59% | New | 10,974 | $548K |
| Shayne & Jacobs, LLC | 0.17% | No change | 10,950 | $547K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.7% | 10,905 | $545K |
| Richmond Investment Services, LLC | 0.09% | Add +1.2% | 10,885 | $544K |
| Pillar Financial Advisors, LLC | 0.32% | No change | 10,864 | $543K |
| Trademark Financial Management, LLC | 0.27% | Add +56.5% | 10,860 | $542K |
| Inman Jager Wealth Management, LLC | 0.32% | Add +0.8% | 10,813 | $540K |
| OakTrust Wealth Advisors, LLC | 0.49% | Reduce -0.0% | 10,782 | $539K |
| Capital Investment Services of America, Inc. | 0.06% | No change | 10,673 | $533K |
| Caldwell Trust Co | 0.05% | Reduce -4.5% | 10,620 | $530K |
| Terril Brothers, Inc. | 0.14% | New | 10,575 | $528K |
| Coordinated Financial Services, Inc. | 0.31% | Add +10.7% | 10,513 | $525K |
| Harbour Investments, Inc. | 0.01% | Add +129.2% | 10,404 | $520K |
| Pettyjohn, Wood & White, Inc. | 0.08% | No change | 10,184 | $509K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.7% | 10,170 | $508K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +3.8% | 10,105 | $505K |
| GEM Asset Management, LLC | 0.22% | New | 10,022 | $501K |
| Allie Family Office LLC | 0.22% | New | 10,016 | $500K |
| Allstreet Capital Advisors LLC | 0.37% | Add +144.9% | 9,955 | $497K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -82.1% | 9,835 | $496K |
| Thayer Partners, LLC / MA | 0.24% | Reduce -5.9% | 9,897 | $494K |
| Kingsview Wealth Management, LLC | 0.01% | New | 9,816 | $490K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 9,790 | $489K |
| BIP Wealth, LLC | 0.02% | Reduce -48.1% | 9,739 | $486K |
| Proffitt & Goodson Inc. | 0.07% | Add +17.8% | 9,660 | $483K |
| Choreo, LLC | 0.01% | Reduce -8.4% | 9,657 | $482K |
| Principia Wealth Advisory, LLC | 0.27% | Add +57.7% | 9,616 | $480K |
| SBI Securities Co., Ltd. | 0.01% | Add +36.0% | 9,614 | $480K |
| Simplicity Wealth,LLC | 0.03% | Add +24.4% | 9,581 | $479K |
| Moneco Advisors, LLC | 0.04% | Reduce -16.4% | 9,446 | $472K |
| Oath Planning, LLC | 0.41% | Reduce -3.1% | 9,333 | $466K |
| Vise Technologies, Inc. | 0.01% | No change | 9,406 | $465K |
| Mather Group, Llc. | 0.00% | Reduce -0.4% | 9,286 | $464K |
| Diversified Enterprises, LLC | 0.03% | Reduce -44.1% | 9,236 | $461K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -51.6% | 9,118 | $455K |
| United Advisor Group, LLC | 0.06% | Reduce -44.1% | 9,028 | $451K |
| UMB Bank, n.a. | 0.01% | Reduce -7.2% | 8,940 | $447K |
| HBW Advisory Services LLC | 0.05% | Reduce -18.1% | 8,921 | $446K |
| Stephens Inc. | 0.01% | Add +79.5% | 8,907 | $445K |
| Susquehanna International Group, LLP | 0.00% | New | 8,903 | $445K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 8,885 | $444K |
| LifePlan Investment Advisors, Inc. | 0.17% | Add +21.0% | 8,815 | $440K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +48.7% | 8,584 | $429K |
| Sowell Financial Services LLC | 0.02% | Add +21.5% | 8,555 | $427K |
| Johnson Financial Group, LLC | 0.03% | No change | 8,536 | $426K |
| MCF Advisors LLC | 0.02% | No change | 8,408 | $420K |
| Cedar Mountain Advisors, LLC | 0.08% | No change | 8,285 | $414K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.4% | 8,222 | $411K |
| Trilogy Capital Inc. | 0.02% | Reduce -0.8% | 8,182 | $409K |
| Firestone Capital Management | 0.08% | Add +96.4% | 8,156 | $407K |
| Creekside Partners | 0.17% | No change | 8,152 | $407K |
| Brewster Financial Planning LLC | 0.24% | No change | 8,086 | $404K |
| Marex Group Ltd | 0.00% | Add +2.8% | 8,079 | $404K |
| Alhambra Investment Management LLC | 0.18% | Add +39.4% | 7,969 | $398K |
| Denali Advisors LLC | 0.04% | Reduce -58.3% | 7,963 | $398K |
| Southland Equity Partners LLC | 0.08% | Reduce -3.7% | 7,955 | $397K |
| Thompson David Blair | 0.23% | Add +2.3% | 7,950 | $397K |
| TrustWell Financial Advisors, LLC | 0.37% | No change | 7,942 | $397K |
| Provident Living Financial Services, Inc. | 0.44% | No change | 7,905 | $395K |
| Peak Retirement Planning, Inc. | 0.08% | Reduce -10.3% | 7,681 | $384K |
| Resurgent Financial Advisors LLC | 0.14% | Add +1.7% | 7,644 | $382K |
| Silver Grove Financial Group, Inc. | 0.30% | Reduce -23.7% | 7,496 | $374K |
| Flywheel Private Wealth LLC | 0.21% | Reduce -2.4% | 7,344 | $367K |
| Main Street Group, LTD | 0.12% | Reduce -9.5% | 7,311 | $365K |
| Kovack Advisors, Inc. | 0.02% | Reduce -15.9% | 7,299 | $364K |
| WealthTrak Capital Management LLC | 0.26% | Add +14.1% | 7,221 | $361K |
| Rossby Financial, LCC | 0.07% | Add +1581.3% | 7,112 | $355K |
| Capstone Wealth Management Group LLC | 0.22% | No change | 7,097 | $354K |
| Nwam LLC | 0.02% | New | 7,015 | $350K |
| WJ Financial Advisors LLC | 0.28% | No change | 6,999 | $350K |
| Old North State Trust, LLC | 0.21% | Reduce -20.8% | 6,917 | $346K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -11.8% | 6,876 | $343K |
| Chapman Financial Group, LLC | 0.24% | Reduce -12.8% | 6,825 | $341K |
| Perennial Investment Advisors, LLC | 0.03% | Add +7.2% | 6,785 | $339K |
| Dakota Wealth Management | 0.01% | Reduce -1.4% | 6,750 | $337K |
| Riverbend Wealth Management, LLC | 0.21% | Add +9.3% | 6,749 | $337K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 6,726 | $336K |
| Independent Wealth Network Inc. | 0.10% | Reduce -65.5% | 6,668 | $333K |
| Inspire Advisors, LLC | 0.03% | New | 6,653 | $332K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Reduce -1.1% | 6,639 | $332K |
| Chicago Capital, LLC | 0.01% | No change | 6,553 | $327K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -75.2% | 6,535 | $326K |
| Wedmont Private Capital | 0.01% | Add +6.8% | 6,518 | $326K |
| Wealthspire Retirement, LLC | 0.02% | No change | 6,508 | $325K |
| Bragg Financial Advisors, Inc | 0.01% | Add +6.3% | 6,481 | $324K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,510 | $322K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -15.0% | 6,376 | $318K |
| SageView Advisory Group, LLC | 0.01% | Add +8.3% | 6,306 | $315K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 6,299 | $315K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 6,234 | $311K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -34.4% | 6,207 | $310K |
| Five Oceans Advisors | 0.11% | No change | 6,158 | $308K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +10.7% | 6,126 | $306K |
| W.H. Cornerstone Investments Inc. | 0.19% | No change | 6,041 | $302K |
| Dogwood Wealth Management LLC | 0.13% | No change | 5,998 | $300K |
| Red Wave Investments LLC | 0.09% | No change | 5,997 | $300K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -17.6% | 5,989 | $299K |
| Sankala Group LLC | 0.24% | Reduce -12.8% | 5,991 | $298K |
| Csenge Advisory Group | 0.01% | Reduce -82.6% | 5,837 | $292K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +11.0% | 5,712 | $285K |
| DUTCH ASSET Corp | 0.19% | Reduce -9.5% | 5,700 | $285K |
| Calton & Associates, Inc. | 0.04% | Reduce -28.9% | 5,665 | $283K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 5,664 | $283K |
| Portfolio Resources Advisor Group, Inc. | 0.28% | Add +0.8% | 5,660 | $283K |
| Wrenne Financial Planning LLC | 0.11% | Add +8.1% | 5,637 | $282K |
| Maia Wealth LLC | 0.05% | Reduce -0.8% | 5,585 | $279K |
| Roble, Belko & Company, Inc | 0.04% | Reduce -56.2% | 5,528 | $276K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +660.5% | 5,483 | $274K |
| Alliancebernstein L.P. | 0.00% | Reduce -98.2% | 5,532 | $274K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -4.9% | 5,474 | $273K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 5,461 | $273K |
| Parallel Advisors, LLC | 0.00% | Add +120.3% | 5,414 | $270K |
| Mission Creek Capital Partners, Inc. | 0.05% | No change | 5,374 | $268K |
| BluePrint Investing LLC | 0.24% | Add +0.9% | 5,355 | $267K |
| Pine Harbor Wealth Management, LLC | 0.08% | Add +1.5% | 5,350 | $267K |
| eCIO, Inc. | 0.12% | Add +3.6% | 5,309 | $265K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -21.3% | 5,275 | $263K |
| WealthCare Investment Partners, LLC | 0.07% | Add +4.0% | 5,293 | $263K |
| Compass Capital Corp. /Ma/ | 0.09% | Reduce -3.6% | 5,227 | $263K |
| Arax Advisory Partners | 0.01% | Add +572.9% | 5,262 | $263K |
| Skyline Advisors, Inc. | 0.09% | Reduce -0.2% | 5,255 | $262K |
| May Hill Capital, LLC | 0.07% | No change | 5,221 | $261K |
| Towneley Capital Management, Inc / DE | 0.05% | No change | 5,214 | $260K |
| Archer Investment Corp | 0.06% | Reduce -2.5% | 5,206 | $260K |
| Essex Financial Services, Inc. | 0.01% | No change | 5,196 | $260K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 5,165 | $258K |
| KOM Wealth Management Group, LLC | 0.18% | Reduce -1.5% | 5,149 | $257K |
| Composition Wealth, LLC | 0.00% | Reduce -32.8% | 5,142 | $257K |
| Tenzing Financial LLC | 0.19% | Reduce -7.8% | 5,081 | $255K |
| Arnold Financial Planning LLC | 0.24% | No change | 5,094 | $254K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,071 | $253K |
| Two Sigma Securities, LLC | 0.03% | Reduce -80.9% | 5,059 | $253K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +12.8% | 5,047 | $252K |
| Archvest Wealth Advisors, Inc. | 0.16% | Add +2.8% | 4,991 | $249K |
| Sequent Planning LLC | 0.06% | Add +13.9% | 4,941 | $247K |
| Frisch Financial Group, Inc. | 0.05% | Reduce -34.1% | 4,938 | $247K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 4,931 | $246K |
| Merited Wealth, LLC | 0.20% | Reduce -23.8% | 4,887 | $244K |
| DeDora Capital, Inc. | 0.06% | New | 4,837 | $242K |
| Key Financial Inc | 0.04% | No change | 4,797 | $240K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +3.7% | 4,719 | $236K |
| Tribridge Partners Financial LLC | 0.10% | No change | 4,712 | $236K |
| Lakeshore Financial Planning, Inc. | 0.09% | Reduce -0.1% | 4,710 | $235K |
| TruNorth Capital Management, LLC | 0.05% | No change | 4,705 | $235K |
| American Trust | 0.02% | Reduce -51.6% | 4,704 | $235K |
| Belpointe Asset Management LLC | 0.01% | Add +0.4% | 4,680 | $234K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -80.6% | 4,624 | $231K |
| Lynx Investment Advisory | 0.11% | Reduce -45.9% | 4,618 | $231K |
| 2UniFi Bank | 0.11% | Reduce -7.6% | 4,567 | $228K |
| Cornerstone Financial Group, LLC | 0.15% | Add +0.0% | 4,514 | $228K |
| Hyundai Investments Co., Ltd. | 0.25% | Reduce -30.2% | 4,515 | $225K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $225K |
| Capital Investment Management, Inc. | 0.08% | New | 4,465 | $223K |
| Jacobi Capital Management LLC | 0.01% | Reduce -2.7% | 4,464 | $223K |
| Golden Bell Financial Planning LLC | 0.18% | No change | 4,407 | $220K |
| Napier Financial, LLC | 0.05% | New | 4,373 | $218K |
| JNBA Financial Advisors | 0.02% | No change | 4,370 | $218K |
| JFS Wealth Advisors, LLC | 0.01% | Add +2.5% | 4,319 | $216K |
| Cornerstone Wealth, LLC | 0.12% | — | 4,275 | $215K |
| Red Mountain Financial, LLC | 0.20% | New | 4,304 | $215K |
| PFG Investments, LLC | 0.01% | Reduce -26.5% | 4,295 | $215K |
| Gryphon Financial Partners LLC | 0.02% | Add +2.9% | 4,295 | $215K |
| VERITY Wealth Advisors | 0.14% | No change | 4,239 | $212K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -0.1% | 4,223 | $211K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 4,222 | $211K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -34.4% | 4,213 | $211K |
| Verus Capital Partners, LLC | 0.01% | Reduce -29.1% | 4,219 | $211K |
| McGrath & Associates, Inc. | 0.30% | Reduce -37.4% | 4,141 | $207K |
| Proactive Wealth Strategies LLC | 0.04% | New | 4,138 | $207K |
| Integrity Advisory Solutions, LLC | 0.03% | Reduce -28.8% | 4,110 | $205K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 4,104 | $205K |
| Grand Wealth Management, LLC | 0.09% | Reduce -25.6% | 4,019 | $201K |
| Allied Investment Advisors, LLC | 0.03% | New | 4,014 | $200K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,010 | $200K |
| First Horizon Corp. | 0.01% | No change | 3,915 | $196K |
| GeoWealth Management, LLC | 0.01% | Reduce -23.8% | 3,825 | $191K |
| MAI Capital Management | 0.00% | Reduce -84.4% | 3,727 | $186K |
| Keystone Financial Group, Inc. | 0.09% | Reduce -31.8% | 3,552 | $177K |
| CENTRAL TRUST Co | 0.00% | No change | 3,412 | $170K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 3,400 | $170K |
| Hilltop National Bank | 0.04% | No change | 3,313 | $165K |
| Rialto Wealth Management, LLC | 0.04% | Add +23.8% | 3,198 | $160K |
| Three Bearings Fiduciary Advisors, Inc. | 0.15% | Add +9.4% | 3,187 | $159K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +233.3% | 3,156 | $158K |
| Lanark Financial, Inc. | 0.01% | Reduce -25.3% | 3,076 | $154K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,038 | $152K |
| Birchwood Financial Partners, Inc. | 0.15% | Reduce -27.4% | 3,012 | $150K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | New | 3,000 | $150K |
| First Pacific Financial | 0.02% | Add +360.2% | 2,867 | $143K |
| Reyes Financial Architecture, Inc. | 0.12% | New | 2,864 | $143K |
| Legacy Bridge, LLC | 0.05% | No change | 2,588 | $129K |
| SouthState Bank Corp | 0.01% | Add +1659.6% | 2,481 | $124K |
| Anchor Investment Management, LLC | 0.01% | No change | 2,371 | $118K |
| Torren Management, LLC | 0.06% | Add +146.2% | 2,324 | $116K |
| Tidemark, LLC | 0.03% | Add +356.9% | 2,321 | $116K |
| TD Capital Management LLC | 0.01% | No change | 2,298 | $115K |
| Capital Analysts, LLC | 0.00% | Reduce -2.0% | 2,090 | $105K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,100 | $105K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +75.1% | 2,092 | $104K |
| Stelac Advisory Services LLC | 0.02% | No change | 2,055 | $103K |
| Minot DeBlois Advisors LLC | 0.09% | No change | 2,041 | $102K |
| Strengthening Families & Communities, LLC | 0.02% | New | 1,981 | $99K |
| Asset Dedication, LLC | 0.01% | Reduce -36.9% | 1,897 | $95K |
| Rogco, LP | 0.03% | No change | 1,820 | $91K |
| Dunhill Financial, LLC | 0.02% | New | 1,656 | $83K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,612 | $81K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,561 | $78K |
| Triumph Capital Management | 0.02% | No change | 1,524 | $76K |
| Lam Group, Inc. | 0.04% | Reduce -84.7% | 1,500 | $75K |
| DecisionPoint Financial, LLC | 0.02% | No change | 1,487 | $74K |
| Intentional Wealth Strategies, LLC | 0.07% | — | 1,481 | $74K |
| Oakworth Capital, Inc. | 0.00% | Reduce -14.2% | 1,373 | $69K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $68K |
| Bessemer Group Inc. | 0.00% | Reduce -69.8% | 1,345 | $67K |
| Coastline Trust Co | 0.01% | Reduce -10.9% | 1,310 | $65K |
| Capital Advisor Network LLC | 0.09% | — | 1,277 | $64K |
| BlackRock, Inc. | 0.00% | Reduce -99.6% | 1,270 | $63K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 1,247 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +3.4% | 1,242 | $62K |
| Cornerstone Planning Group LLC | 0.01% | Add +881.0% | 1,187 | $60K |
| Wellington-Altus USA Inc. | 0.03% | No change | 1,000 | $50K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $50K |
| Versant Capital Management, Inc | 0.00% | No change | 1,000 | $50K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 950 | $47K |
| WPG Advisers, LLC | 0.03% | Reduce -80.7% | 848 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.5% | 805 | $40K |
| Bogart Wealth, LLC | 0.00% | No change | 726 | $36K |
| Motco | 0.00% | No change | 720 | $36K |
| Arlington Trust Co LLC | 0.00% | New | 710 | $35K |
| Millstone Evans Group, LLC | 0.02% | No change | 703 | $35K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -10.7% | 678 | $34K |
| Bard Associates Inc. | 0.01% | Reduce -50.3% | 670 | $33K |
| Montag A & Associates Inc. | 0.00% | Reduce -51.6% | 630 | $31K |
| Ameriflex Group, Inc. | 0.02% | No change | 608 | $30K |
| Ascentis Independent Advisors | 0.00% | New | 587 | $29K |
| PlanVest Financial, Inc | 0.02% | — | 580 | $29K |
| NBT Bank, N.A. | 0.00% | Add +1057.1% | 567 | $28K |
| Investors Research Corp | 0.01% | No change | 567 | $28K |
| Sound Income Strategies, LLC | 0.00% | Add +64.7% | 542 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +62.7% | 519 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $25K |
| Aventura Private Wealth, LLC | 0.01% | No change | 483 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 455 | $23K |
| IFP Advisors, Inc | 0.00% | Reduce -27.3% | 437 | $22K |
| 10Elms LLP | 0.01% | Reduce -32.0% | 404 | $20K |
| Accordant Advisory Group Inc | 0.01% | New | 400 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 400 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 380 | $19K |
| St Germain D J Co. Inc. | 0.00% | No change | 372 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +101.7% | 353 | $18K |
| Boyd Watterson Asset Management LLC | 0.01% | New | 347 | $17K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 337 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | New | 326 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -15.7% | 316 | $16K |
| GAMMA Investing LLC | 0.00% | Add +214.0% | 314 | $16K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| Transce3nd, LLC | 0.12% | No change | 280 | $14K |
| Richardson Financial Services Inc. | 0.01% | Add +83.4% | 277 | $14K |
| SHP Wealth Management | 0.00% | No change | 267 | $13K |
| Westfuller Advisors, LLC | 0.01% | Reduce -49.9% | 267 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 246 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 246 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 236 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 231 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 231 | $12K |
| Blue Trust, Inc. | 0.00% | Add +22400.0% | 225 | $11K |
| Navigoe, LLC | 0.01% | New | 225 | $11K |
| EFG International AG | 0.00% | New | 220 | $11K |
| Holos Integrated Wealth LLC | 0.01% | New | 200 | $10K |
| Financial Connections Group, Inc. | 0.00% | No change | 202 | $10K |
| Tsfg, LLC | 0.00% | Reduce -25.3% | 186 | $9K |
| MidFirst Bank | 0.00% | No change | 170 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.9% | 153 | $8K |
| International Assets Investment Management, LLC | 0.00% | Add +22.6% | 152 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 149 | $7K |
| Country Trust Bank | 0.00% | No change | 144 | $7K |
| Salem Investment Counselors Inc. | 0.00% | New | 134 | $7K |
| Bangor Savings Bank | 0.00% | New | 132 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 127 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 127 | $6K |
| Networth Advisors, LLC | 0.00% | No change | 119 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 119 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -94.0% | 108 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 91 | $5K |
| IFG Advisory, LLC | 0.01% | Reduce -99.9% | 96 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +23.3% | 90 | $4K |
| Eukles Asset Management | 0.00% | New | 89 | $4K |
| City Holding Co. | 0.00% | New | 88 | $4K |
| Tompkins Financial Corp. | 0.00% | Reduce -20.0% | 72 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 64 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -97.0% | 54 | $3K |
| United Financial Planning Group LLC | 0.00% | New | 50 | $2K |
| Vanguard National Trust Co | 0.00% | — | 47 | $2K |
| Bank of New Hampshire | 0.00% | No change | 45 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 41 | $2K |
| Simplex Trading, LLC | 0.00% | New | 35 | $2K |
| LRI Investments, LLC | 0.00% | New | 32 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 30 | $1K |
| Clayton Financial Group LLC | 0.00% | No change | 27 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 27 | $1K |
| Sofi Wealth, LLC | 0.00% | Reduce -52.7% | 26 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 25 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 24 | $1K |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $899 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 17 | $850 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 15 | $749 |
| Blueline Advisors LLC | 0.00% | Reduce -8.3% | 11 | $568 |
| Quaker Wealth Management, LLC | 0.00% | No change | 7 | $350 |
| Financial Life Planners | 0.00% | New | 4 | $212 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $151 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 3 | $150 |
| Abound Wealth Management | 0.00% | No change | 1 | $60 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1 | $50 |
| Global Wealth Strategies & Associates | 0.00% | No change | 1 | $50 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1 | $34 |
| 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.