Vanguard Short-Term TipsVTIPETF
13F holders, Q2 2026 (June 30)955holders +37
88new positions
46sold out
4famous investors
$50.08avg. 13F price*
At the end of Q2 2026, 955 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 37 from Q1 2026. 88 opened new positions and 46 sold out. The largest holders were LPL Financial LLC ($930.6M), Valmark Advisers, Inc. ($369.1M) and Goldman Sachs Group Inc. ($365.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $218.8M |
| Exits | 46 | $134.0M |
All 13F filers, Q1 2026 → Q2 2026: 32,872,698 shares bought and 11,724,915 shares sold, net +21,147,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 955 holders
| LPL Financial LLC | 0.21% | Add +4.1% | 18,526,302 | $930.6M |
| Valmark Advisers, Inc. | 3.92% | Add +3.9% | 7,347,518 | $369.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -37.6% | 7,281,217 | $365.7M |
| Savant Capital, LLC | 1.04% | Add +101.1% | 7,049,255 | $353.1M |
| Morgan Stanley | 0.02% | Add +10.5% | 6,439,963 | $323.5M |
| Wealthfront Advisers LLC | 0.59% | Add +26.4% | 6,137,312 | $308.3M |
| Sei Investments Co. | 0.27% | Add +5.1% | 6,019,982 | $302.4M |
| Cambridge Associates LLC /Ma/ | 4.12% | Add +4.3% | 5,683,131 | $285.5M |
| Focus Partners Wealth | 0.27% | Add +16.0% | 5,337,573 | $268.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.79% | Add +5.2% | 5,146,018 | $258.5M |
| Wealthspire Advisors, LLC | 1.40% | Add +13.2% | 5,045,602 | $253.4M |
| Focus Partners Advisor Solutions, LLC | 2.13% | Add +19.5% | 4,995,637 | $250.9M |
| FMR LLC | 0.01% | Reduce -3.1% | 4,790,222 | $240.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +0.5% | 4,345,770 | $218.3M |
| Bank of America Corp. | 0.01% | Add +13.8% | 4,320,397 | $217.0M |
| Klingman & Associates, LLC | 5.58% | Add +7.7% | 2,611,590 | $131.2M |
| HighTower Advisors, LLC | 0.12% | Reduce -16.2% | 2,386,258 | $119.9M |
| MAI Capital Management | 0.45% | Add +62651.9% | 2,338,765 | $117.5M |
| Alesco Advisors, LLC, An ESL Co | 2.42% | Add +0.1% | 2,102,882 | $105.6M |
| BOK Financial Private Wealth, Inc. | 5.23% | Add +20.5% | 2,030,876 | $102.0M |
| Wells Fargo & Company | 0.02% | Reduce -20.8% | 1,953,570 | $98.1M |
| Studio Investment Management LLC | 15.87% | Add +0.9% | 1,869,358 | $93.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +67.5% | 1,847,655 | $92.8M |
| Cerity Partners LLC | 0.11% | Add +146.7% | 1,741,550 | $87.5M |
| Satovsky Asset Management LLC | 13.77% | Add +0.5% | 1,718,938 | $86.3M |
| Assetmark, Inc. | 0.14% | Add +74.9% | 1,673,562 | $84.1M |
| First Interstate Bank | 4.11% | Add +3.2% | 1,568,915 | $78.8M |
| Strategic Financial Services, Inc. | 3.40% | Add +5.1% | 1,543,640 | $77.5M |
| True Link Financial Advisors, LLC | 4.43% | Add +3.7% | 1,525,646 | $76.6M |
| Russell Investments Group, Ltd. | 0.07% | Add +0.0% | 1,478,713 | $74.3M |
| Armstrong Advisory Group, Inc. | 4.45% | Add +26444.3% | 1,455,422 | $73.1M |
| Betterment LLC | 0.12% | Reduce -5.8% | 1,380,243 | $69.3M |
| JPMorgan Chase & Co. | 0.00% | Add +49.5% | 1,333,566 | $67.1M |
| Arax Advisory Partners | 0.43% | Add +24673.8% | 1,303,595 | $65.5M |
| Empowered Funds, LLC | 0.33% | Reduce -6.6% | 1,258,283 | $62.3M |
| Bleakley Financial Group, LLC | 0.77% | Add +15.4% | 1,209,758 | $60.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 1,193,049 | $59.9M |
| Osaic Holdings, Inc. | 0.07% | Add +27.2% | 1,184,197 | $59.5M |
| Garde Capital, Inc. | 2.60% | Add +5.1% | 1,156,378 | $58.1M |
| Cetera Investment Advisers | 0.05% | Add +5.0% | 1,146,348 | $57.6M |
| UBS Group AG | 0.01% | Reduce -2.5% | 1,062,481 | $53.4M |
| Accredited Investors Inc. | 2.20% | New | 1,014,386 | $51.0M |
| Ameriprise Financial Inc. | 0.01% | Add +88.1% | 964,393 | $48.4M |
| Trust Co. of Vermont | 1.69% | — | 900,431 | $45.2M |
| Altfest L J & Co. Inc. | 4.15% | Reduce -15.2% | 852,080 | $42.8M |
| Pacific Sage Partners, LLC | 5.79% | Add +7.9% | 809,759 | $40.7M |
| Moller Wealth Partners | 7.34% | Add +3.1% | 807,517 | $40.6M |
| Raymond James Financial Inc. | 0.01% | Add +11.9% | 796,228 | $40.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 6.25% | Add +10.4% | 791,967 | $39.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 786,928 | $39.5M |
| Financial Plan, Inc. | 3.70% | Add +14.2% | 776,767 | $39.0M |
| Thompson Siegel & Walmsley LLC | 0.68% | Add +14.2% | 749,748 | $37.7M |
| Financial Consulate, Inc. | 4.13% | Add +4.6% | 738,693 | $37.1M |
| Ethos Capital Management, Inc. | 25.60% | New | 715,805 | $36.0M |
| Beacon Capital Management, Inc. | 2.17% | Reduce -46.6% | 712,474 | $35.8M |
| Silver Oak Wealth Advisors Services, LLC | 20.55% | Add +8.7% | 683,280 | $34.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +72.2% | 661,676 | $33.2M |
| Marotta Asset Management | 5.50% | Add +1.7% | 667,167 | $33.0M |
| Arlington Financial Advisors, LLC | 4.17% | Add +10.6% | 653,370 | $32.8M |
| Define Financial, LLC | 14.87% | Add +13.8% | 644,675 | $32.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +240.3% | 639,705 | $32.1M |
| Stratos Investment Management, LLC | 1.13% | Add +2.5% | 623,489 | $31.3M |
| Stifel Financial Corp. | 0.03% | Add +83.2% | 623,336 | $31.3M |
| EP Wealth Advisors, LLC | 0.12% | Add +91.9% | 617,814 | $31.0M |
| Royal Bank of Canada | 0.01% | Add +10.7% | 600,890 | $30.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -36.6% | 542,843 | $30.1M |
| Northwest Wealth Management, LLC | 3.97% | Add +9.6% | 599,305 | $30.1M |
| Adventist Health System/ West | 4.51% | No change | 572,974 | $28.8M |
| Cornerstone National Bank & Trust Co | 9.22% | Reduce -11.2% | 550,581 | $27.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +18.7% | 525,001 | $26.4M |
| Alaska Permanent Capital Management, LLC | 1.71% | Add +3.1% | 521,491 | $26.2M |
| Financial Solutions Advisory Group, Inc. | 3.28% | Reduce 0.0% | 522,120 | $25.9M |
| Webster Bank, N. A. | 2.25% | Add +2.8% | 516,076 | $25.9M |
| AE Wealth Management LLC | 0.12% | Add +22.4% | 514,454 | $25.8M |
| Van Strum & Towne Inc. | 6.99% | Add +2.7% | 510,557 | $25.6M |
| Schorn Wealth LLC | 6.65% | Reduce -0.0% | 506,031 | $25.4M |
| Corient Private Wealth LP | 0.03% | Reduce -12.7% | 499,187 | $25.1M |
| Deane Retirement Strategies, Inc. | 10.55% | Add +29.5% | 495,958 | $24.9M |
| Benningfield Financial Advisors, LLC | 16.23% | Add +3.0% | 436,245 | $21.9M |
| Fifth Third Bancorp | 0.04% | Add +1154.1% | 434,677 | $21.8M |
| Woodward Financial Advisors, Inc. | 7.26% | — | 432,340 | $21.7M |
| Perigon Wealth Management, LLC | 0.34% | Add +10.9% | 429,630 | $21.6M |
| ProVise Management Group, LLC | 1.44% | Add +2.4% | 426,377 | $21.4M |
| Burton Enright Welch | 2.49% | Add +15.2% | 422,683 | $21.2M |
| Chemistry Wealth Management LLC | 3.41% | Add +15.1% | 422,416 | $21.2M |
| SWAN Capital LLC | 7.26% | Add +10.4% | 422,205 | $21.2M |
| Goodman Financial Corp | 3.27% | Add +49.8% | 421,313 | $21.2M |
| Mayport, LLC | 3.27% | Add +6.1% | 420,360 | $21.1M |
| SJS Investment Consulting Inc. | 2.30% | Add +31.6% | 420,192 | $21.1M |
| Bank of Montreal | 0.01% | Add +219.3% | 418,059 | $21.0M |
| Nkcfo LLC | 6.33% | Add +2.6% | 415,950 | $20.9M |
| Brickley Wealth Management | 2.99% | Add +1.5% | 414,646 | $20.8M |
| Fairway Wealth LLC | 4.73% | Add +0.7% | 1,111,931 | $20.7M |
| MML Investors Services, LLC | 0.04% | Add +22.8% | 410,143 | $20.6M |
| Atria Investments, Inc | 0.20% | Add +92.1% | 395,897 | $19.9M |
| Sellwood Investment Partners LLC | 6.99% | Reduce -0.3% | 394,459 | $19.8M |
| Portland Global Advisors LLC | 1.86% | Add +0.8% | 390,446 | $19.6M |
| Glenview Trust Co | 0.27% | Add +14.2% | 387,486 | $19.5M |
| Nova R Wealth, Inc. | 5.65% | Add +5.5% | 385,525 | $19.4M |
| Lifeworks Advisors, LLC | 1.95% | Add +20.1% | 370,992 | $18.6M |
| Wingate Wealth Advisors, Inc. | 8.17% | Add +26.7% | 369,500 | $18.6M |
| Alliancebernstein L.P. | 0.01% | Add +6616.3% | 371,543 | $18.6M |
| Farther Finance Advisors, LLC | 0.14% | Add +6.0% | 365,072 | $18.3M |
| Twin Focus Capital Partners, LLC | 1.86% | Add +7.0% | 364,472 | $18.3M |
| Emprise Bank | 6.66% | Add +3.4% | 360,122 | $18.1M |
| Asset Management One Co., Ltd. | 0.05% | Add +5.1% | 359,467 | $18.1M |
| LPWM LLC | 4.00% | Add +17.5% | 359,230 | $18.0M |
| Penserra Capital Management LLC | 0.14% | Reduce -53.6% | 359,018 | $18.0M |
| Apella Capital, LLC | 0.25% | Reduce -4.5% | 362,873 | $18.0M |
| Jackson Thornton Wealth Management, LLC | 1.42% | Add +9.7% | 358,555 | $18.0M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +41.6% | 347,262 | $17.4M |
| Greystone Financial Group, LLC | 4.85% | Reduce -2.2% | 345,296 | $17.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.7% | 337,503 | $17.0M |
| Farmers & Merchants Investments Inc. | 0.41% | Reduce -3.7% | 335,679 | $16.9M |
| North Star Investment Management Corp. | 0.91% | Add +0.8% | 333,012 | $16.7M |
| Boston Family Office LLC | 1.01% | Add +9.8% | 330,842 | $16.6M |
| Baird Financial Group, Inc. | 0.02% | Add +1.0% | 328,366 | $16.5M |
| Cresset Asset Management, LLC | 0.06% | Add +5.0% | 319,596 | $16.1M |
| Citadel Advisors | 0.01% | Add +9.8% | 318,383 | $16.0M |
| Atmos Advisory, LLC | 8.24% | Add +2.0% | 313,874 | $15.8M |
| BlackRock, Inc. | 0.00% | Add +24585.2% | 313,502 | $15.7M |
| Twelve Points Wealth Management LLC | 3.07% | Add +13.2% | 304,623 | $15.3M |
| Carnegie Investment Counsel | 0.29% | Reduce -2.6% | 287,233 | $14.4M |
| Verus Financial Partners, Inc. | 1.23% | Add +0.8% | 286,832 | $14.4M |
| Alaska Wealth Advisors, LLC | 1.55% | Add +0.5% | 284,320 | $14.3M |
| Baron Financial Group, LLC | 6.55% | Add +3.5% | 273,385 | $13.7M |
| Savvy Advisors, Inc. | 0.29% | Add +196.7% | 270,802 | $13.6M |
| Equitable Holdings, Inc. | 0.08% | Reduce -21.2% | 270,503 | $13.6M |
| 55 North Private Wealth, LLC | 2.65% | Add +12.2% | 267,911 | $13.5M |
| Beaird Harris Wealth Management, LLC | 0.84% | Reduce -12.6% | 266,385 | $13.4M |
| Rehmann Capital Advisory Group | 0.61% | Add +3.2% | 263,775 | $13.3M |
| Vertrix Wealth Management, LLC | 4.43% | Add +5.2% | 262,186 | $13.2M |
| Advocate Group LLC | 1.95% | Add +8.4% | 258,546 | $13.0M |
| Mgo One Seven LLC | 0.21% | Add +30.4% | 257,616 | $12.9M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -0.8% | 256,344 | $12.9M |
| Mariner, LLC | 0.01% | Add +4.4% | 253,720 | $12.7M |
| McLean Asset Management Corp | 1.68% | New | 256,247 | $12.7M |
| Private Wealth Asset Management, LLC | 1.20% | Reduce -5.5% | 247,165 | $12.4M |
| AMG National Trust Bank | 0.25% | Add +9.9% | 237,626 | $11.9M |
| Roberts Glore & Co. Inc. | 2.94% | Add +0.6% | 236,594 | $11.9M |
| Summit Financial, LLC | 0.13% | Add +2.9% | 234,410 | $11.8M |
| Merit Financial Group, LLC | 0.07% | Add +30.4% | 233,092 | $11.7M |
| Hamel Associates, Inc. | 3.22% | New | 232,135 | $11.7M |
| FIDELIS iM, LLC | 3.97% | Add +5.2% | 231,723 | $11.6M |
| Brady Martz Wealth Solutions, LLC | 1.75% | Add +5.7% | 230,722 | $11.6M |
| Creative Planning | 0.01% | Reduce -1.1% | 229,601 | $11.5M |
| OneDigital Investment Advisors LLC | 0.10% | Add +320.5% | 225,134 | $11.3M |
| Principal Securities, Inc. | 0.14% | Add +10.5% | 224,156 | $11.3M |
| Connable Office Inc. | 0.98% | Add +1.7% | 221,716 | $11.1M |
| Frisco Financial Planning LLC | 8.34% | Add +2.1% | 220,218 | $11.1M |
| Kondo Wealth Advisors, Inc. | 3.68% | Add +4.5% | 218,914 | $11.0M |
| Net Worth Advisory Group | 2.77% | New | 218,555 | $11.0M |
| Colorado Capital Management, Inc. | 3.74% | Add +1.7% | 218,240 | $11.0M |
| Financial & Tax Architects, LLC | 2.24% | Add +12.6% | 211,203 | $10.6M |
| Aurelius Family Office LLC | 4.18% | Add +3.8% | 211,089 | $10.6M |
| Addison Advisors LLC | 4.99% | Reduce -51.3% | 210,304 | $10.6M |
| Leuthold Group, LLC | 1.06% | Add +0.6% | 209,972 | $10.5M |
| LifeWealth Investments, LLC | 2.77% | Reduce -0.8% | 206,411 | $10.4M |
| Factor Wealth Management LTD | 1.56% | Add +7.4% | 205,131 | $10.3M |
| Sepio Capital, LP | 0.51% | Reduce -4.0% | 202,550 | $10.2M |
| Citigroup Inc. | 0.00% | Add +124.3% | 202,481 | $10.2M |
| Cherry Tree Wealth Management, LLC | 1.90% | Add +6.4% | 201,306 | $10.1M |
| Ethos Financial Group, LLC | 0.68% | Reduce -8.8% | 202,806 | $10.1M |
| Summit Global Investments | 0.55% | Add +6.3% | 200,465 | $10.1M |
| Trust Co | 0.90% | Add +0.6% | 198,357 | $10.0M |
| Magnus Financial Group LLC | 0.71% | Add +10.8% | 197,766 | $9.9M |
| Sovereign Financial Group, Inc. | 1.52% | Add +4.6% | 197,426 | $9.9M |
| Almanack Investment Partners, LLC. | 1.24% | Add +174.5% | 194,395 | $9.8M |
| C M Bidwell & Associates Ltd. | 3.98% | Add +10.5% | 193,848 | $9.7M |
| Quadrature Capital Ltd | 0.08% | New | 193,713 | $9.7M |
| Atlas Capital Advisors Inc. | 1.05% | Add +21.2% | 191,735 | $9.6M |
| SVRN Asset Management, LLC | 4.95% | Add +13.3% | 191,697 | $9.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.3% | 189,114 | $9.5M |
| SimpliFi, Inc. | 3.75% | Add +0.3% | 188,962 | $9.5M |
| ShankerValleau Wealth Advisors, Inc. | 2.50% | Add +3.8% | 188,667 | $9.5M |
| XY Planning Network, Inc. | 1.19% | Add +19.5% | 188,498 | $9.5M |
| Finhabits Advisors LLC | 7.96% | Add +5.9% | 188,426 | $9.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +6.3% | 187,557 | $9.4M |
| Nvwm, LLC | 1.88% | Add +3.6% | 185,611 | $9.3M |
| Graves Light Lenhart Wealth, Inc. | 0.85% | Add +6.0% | 181,998 | $9.1M |
| Wright Wealth LLC | 5.49% | Add +4.8% | 181,857 | $9.1M |
| White Lighthouse Investment Management Inc. | 1.12% | Add +5.5% | 179,052 | $9.0M |
| HBE Wealth Management, LLC | 6.44% | Add +6.4% | 178,545 | $9.0M |
| Clarity Capital Advisors, LLC | 3.75% | Reduce -1.5% | 177,909 | $8.9M |
| Whitegate Investment Counselors, Inc. | 2.53% | Add +0.5% | 177,179 | $8.9M |
| Jeppson Wealth Management, LLC | 2.62% | Reduce -0.9% | 177,112 | $8.9M |
| Robinswood Financial LLC | 2.54% | Add +7.5% | 176,420 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.2% | 171,857 | $8.6M |
| Bouvel Investment Partners, LLC | 1.93% | New | 169,981 | $8.5M |
| Gradient Capital Advisors, LLC | 1.98% | Add +4.9% | 169,781 | $8.5M |
| Bulwark Capital Corp | 4.78% | Reduce -2.3% | 169,013 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +7.2% | 168,309 | $8.5M |
| Rwa Wealth Partners, LLC | 0.08% | Add +15.6% | 168,213 | $8.4M |
| NewEdge Advisors, LLC | 0.03% | Add +45.5% | 168,047 | $8.4M |
| Guild Investment Management, Inc. | 5.67% | Reduce -50.2% | 165,305 | $8.3M |
| Jones Financial Companies LLLP | 0.00% | Add +78.2% | 163,649 | $8.2M |
| Advisory Services Network, LLC | 0.09% | Add +5.5% | 163,310 | $8.2M |
| Family CFO Inc | 3.16% | Add +4.6% | 163,287 | $8.2M |
| Roundview Capital LLC | 0.45% | Add +5.1% | 162,627 | $8.2M |
| TrueWealth Financial Partners | 3.32% | Reduce -1.1% | 160,076 | $8.0M |
| Palladiem, LLC | 7.80% | Add +155.6% | 160,035 | $8.0M |
| Family Wealth Partners, LLC | 2.44% | Add +4.0% | 158,373 | $8.0M |
| Allworth Financial LP | 0.03% | Reduce -3.3% | 158,125 | $7.9M |
| Procyon Advisors, LLC | 0.34% | Reduce -7.1% | 157,374 | $7.9M |
| Good Harbor Advisors, Inc. | 7.62% | Add +5.9% | 155,086 | $7.8M |
| Plum Street Advisors, LLC | 2.46% | Add +7.9% | 153,451 | $7.7M |
| Scotia Capital Inc. | 0.03% | Reduce -4.0% | 152,411 | $7.7M |
| First Business Financial Services, Inc. | 0.58% | Add +13.1% | 150,171 | $7.5M |
| Friday Financial | 1.99% | Add +18.8% | 149,923 | $7.4M |
| Curran Financial Partners, LLC | 1.09% | Add +14.3% | 145,576 | $7.3M |
| Breakwater Capital Group | 0.86% | Add +12.3% | 143,329 | $7.2M |
| AQR Capital Management | 0.00% | Add +14.2% | 141,696 | $7.1M |
| 3EDGE Asset Management, LP | 0.32% | Add +20.5% | 140,916 | $7.1M |
| Certified Advisory Corp | 0.57% | Add +32.2% | 140,849 | $7.1M |
| Ballast Advisors LLC | 1.68% | New | 140,394 | $7.1M |
| Private Wealth Advisors, LLC | 2.06% | Add +11.9% | 137,517 | $6.9M |
| Hutchinson Capital Management | 1.17% | Add +9.8% | 135,668 | $6.8M |
| Elevation Capital Advisory, LLC | 2.63% | Reduce -10.2% | 135,370 | $6.8M |
| Tru Independence Asset Management 2, LLC | 3.62% | Add +5.1% | 132,902 | $6.7M |
| Meritas Wealth Management, LLC | 2.61% | Add +6.5% | 132,871 | $6.7M |
| Global Wealth Management, LLC | 3.39% | Add +1.4% | 132,699 | $6.7M |
| Tilson Financial Group, Inc. | 1.83% | Add +2.5% | 132,472 | $6.7M |
| Greenbush Financial Group, LLC | 1.96% | Add +7.4% | 132,386 | $6.6M |
| Banco Santander, S.A. | 0.04% | No change | 130,387 | $6.5M |
| Peirce Capital Management, LLC | 2.35% | Reduce -3.1% | 127,798 | $6.4M |
| Secure Asset Management, LLC | 0.90% | Reduce -0.5% | 127,696 | $6.4M |
| Fort Vancouver Investment Management, LLC | 2.99% | Add +0.7% | 127,650 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +14.5% | 126,753 | $6.4M |
| Cloud Capital Management, LLC | 2.32% | Reduce -8.8% | 126,725 | $6.4M |
| RFP Financial Group LLC | 2.84% | New | 126,312 | $6.3M |
| Manuka Financial, LLC | 3.20% | Add +15.9% | 122,798 | $6.2M |
| Callan Family Office, LLC | 0.12% | Add +0.8% | 122,234 | $6.1M |
| Morningstar Investment Management LLC | 0.37% | No change | 121,257 | $6.1M |
| Fairview Capital Investment Management, LLC | 0.32% | Add +1.0% | 120,489 | $6.1M |
| Spire Wealth Management | 0.18% | Add +2.7% | 119,732 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +44.5% | 119,178 | $6.0M |
| Symmetry Partners, LLC | 0.30% | Add +5.7% | 117,243 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.8% | 116,735 | $5.9M |
| Essential Planning, LLC. | 1.65% | Reduce -0.5% | 116,587 | $5.9M |
| Cardiff Park Advisors, LLC | 0.45% | Reduce -4.1% | 116,454 | $5.8M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +15.6% | 116,196 | $5.8M |
| Advisory Alpha, LLC | 0.14% | Add +28.6% | 115,968 | $5.8M |
| Aspirean Wealth, LLC | 5.39% | Add +11.7% | 115,425 | $5.8M |
| Mullaney, Keating & Wright, Inc. | 2.79% | Reduce -6.4% | 114,848 | $5.8M |
| Tme Financial, Inc. | 3.56% | Add +1.6% | 114,678 | $5.8M |
| Northern Lights Advisors, Inc. | 3.09% | Add +25.6% | 113,207 | $5.7M |
| Shotwell Rutter Baer Inc | 3.08% | Add +1.7% | 111,644 | $5.6M |
| Tidal Investments LLC | 0.01% | Add +882.2% | 110,008 | $5.5M |
| Aerodigm Wealth, LLC | 1.81% | Add +6.7% | 106,332 | $5.3M |
| Blueprint Investment Partners LLC | 0.45% | Reduce -44.3% | 106,315 | $5.3M |
| Squire Investment Management Company, LLC | 1.26% | Add +5.3% | 103,823 | $5.2M |
| Poinciana Advisors Group, LLC | 3.85% | Add +1.5% | 103,402 | $5.2M |
| Raffa Wealth Management, LLC | 0.65% | Add +96.8% | 102,663 | $5.2M |
| TD Private Client Wealth LLC | 0.09% | Add +36.2% | 102,321 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -26.3% | 101,713 | $5.1M |
| Anderson Hoagland & Co. | 0.40% | Reduce -1.9% | 100,376 | $5.0M |
| Ames National Corp. | 2.76% | Add +3.9% | 100,003 | $5.0M |
| Indivisible Partners | 0.28% | New | 99,602 | $5.0M |
| Ritholtz Wealth Management | 0.07% | Add +14.0% | 98,310 | $4.9M |
| Genesis Wealth Advisors, LLC | 2.94% | Add +9.3% | 98,047 | $4.9M |
| Hoese & Co LLP | 3.18% | Add +0.8% | 97,390 | $4.9M |
| Destiny Wealth Partners, LLC | 0.67% | Reduce -3.3% | 96,002 | $4.8M |
| Compass Financial Group, Inc. | 2.01% | New | 94,673 | $4.8M |
| EJMK Ventures LLC | 2.15% | New | 94,201 | $4.7M |
| URS Advisory LLC | 2.63% | Add +57.9% | 94,194 | $4.7M |
| Hurlow Wealth Management Group, Inc. | 0.98% | Add +3.9% | 93,496 | $4.7M |
| Petersen Hastings Wealth Advisors Inc. | 0.39% | Add +2.6% | 93,141 | $4.7M |
| Belleair Asset Management, LLC | 3.93% | Reduce -0.6% | 93,078 | $4.7M |
| Gould Asset Management LLC | 0.74% | Add +1.9% | 92,910 | $4.7M |
| Cary Street Partners Financial LLC | 0.10% | Add +4.4% | 92,352 | $4.6M |
| Fiduciary Trust Co | 0.05% | Reduce -0.2% | 92,312 | $4.6M |
| Comprehensive Money Management Services LLC | 2.85% | Add +4.6% | 89,976 | $4.5M |
| Level Four Advisory Services, LLC | 0.13% | Add +391.9% | 88,748 | $4.5M |
| Waverly Advisors, LLC | 0.03% | Add +20.2% | 88,400 | $4.4M |
| Maryland Capital Advisors Inc. | 1.42% | — | 88,269 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.2% | 88,219 | $4.4M |
| Brookwood Investment Group LLC | 0.50% | Add +103.0% | 86,227 | $4.3M |
| Wealthedge Investment Advisors, LLC | 1.46% | Add +1.7% | 85,735 | $4.3M |
| Austin Asset Management Co Inc | 0.61% | Add +3.9% | 85,089 | $4.3M |
| Titan Global Capital Management USA LLC | 0.54% | Add +11.3% | 84,266 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.2% | 84,781 | $4.2M |
| Sfm, LLC | 2.14% | Add +3.9% | 83,134 | $4.2M |
| West Paces Advisors Inc. | 0.69% | Reduce -0.4% | 81,510 | $4.1M |
| Chesley Taft & Associates LLC | 0.16% | Add +12.4% | 79,619 | $4.0M |
| Creative Financial Designs Inc. | 0.19% | Add +140.8% | 79,365 | $4.0M |
| Southeast Asset Advisors, LLC | 0.40% | No change | 79,325 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +14.2% | 79,310 | $4.0M |
| D.A. Davidson & Co. | 0.02% | Add +34.1% | 78,668 | $4.0M |
| Sage Rhino Capital LLC | 0.65% | Add +16.8% | 78,478 | $3.9M |
| Prism Planning Partners LLC | 4.16% | Add +2.7% | 78,204 | $3.9M |
| Passive Capital Management, LLC. | 1.22% | Add +12.6% | 78,774 | $3.9M |
| First American Trust, FSB | 0.23% | Add +7.6% | 77,501 | $3.9M |
| Discipline Wealth Solutions, LLC | 0.34% | Add +38.0% | 76,949 | $3.9M |
| Fortune Financial Advisors, LLC | 1.65% | Add +10.0% | 76,835 | $3.9M |
| RAM Investment Partners, LLC | 0.62% | Reduce -1.0% | 76,809 | $3.9M |
| CogentBlue Wealth Advisors, LLC | 2.19% | Add +4.0% | 76,023 | $3.8M |
| Phillips Financial Management, LLC | 0.28% | Reduce -7.0% | 75,949 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.70% | Add +4.7% | 74,809 | $3.8M |
| Tradewinds, LLC. | 0.84% | New | 920 | $3.7M |
| Conservest Capital Advisors, Inc. | 0.29% | Add +36.1% | 73,582 | $3.7M |
| Lutz Financial Services LLC | 0.22% | Reduce -4.0% | 72,601 | $3.6M |
| IFG Advisory, LLC | 0.13% | Add +74674.0% | 71,783 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +5.9% | 71,528 | $3.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 70,797 | $3.6M |
| First Hawaiian Bank | 0.43% | Reduce -6.5% | 67,978 | $3.4M |
| Ascent Group, LLC | 0.10% | Add +434.3% | 67,688 | $3.4M |
| Sharper & Granite LLC | 1.05% | Add +0.9% | 67,383 | $3.4M |
| Private Wealth Management Group, LLC | 0.78% | Add +0.3% | 67,252 | $3.4M |
| ARK & TLK Investments, LLC | 0.83% | Add +4.0% | 67,141 | $3.4M |
| Gilbert Capital Group, Inc. | 2.34% | Add +39.6% | 66,516 | $3.3M |
| Sagace Wealth Management LLC | 2.11% | Add +0.1% | 66,445 | $3.3M |
| Global Retirement Partners, LLC | 0.05% | — | 65,757 | $3.3M |
| Centennial Advisors, LLC | 3.93% | Add +45.4% | 65,600 | $3.3M |
| Nepc LLC | 0.06% | No change | 65,564 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 64,964 | $3.3M |
| Spartan Planning & Wealth Management | 2.16% | Reduce -56.0% | 64,622 | $3.2M |
| Avant Financial Advisors LLC | 2.02% | Add +5.3% | 64,573 | $3.2M |
| Forum Financial Management, LP | 0.04% | Add +126.3% | 64,525 | $3.2M |
| Liberty Capital Management, Inc. | 0.55% | — | 64,073 | $3.2M |
| Washington Trust Bank | 0.22% | Add +62.4% | 63,909 | $3.2M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -7.6% | 64,735 | $3.2M |
| Financial Life Advisors | 0.90% | Add +2.6% | 63,091 | $3.2M |
| Partners Capital Investment Group, LLP | 0.11% | Add +28.7% | 62,524 | $3.1M |
| Apollon Wealth Management, LLC | 0.04% | Add +878.2% | 62,369 | $3.1M |
| Farrell Financial LLC | 1.69% | Add +3.3% | 62,205 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +597.9% | 62,130 | $3.1M |
| Performance Wealth Partners, LLC | 0.08% | Add +50.0% | 62,092 | $3.1M |
| Centurion Wealth Management LLC | 0.74% | Add +5.4% | 61,876 | $3.1M |
| Opus Financial Solutions LLC | 2.50% | Add +3.6% | 61,777 | $3.1M |
| Boston Standard Wealth Management, LLC | 0.45% | Add +5.6% | 61,986 | $3.1M |
| Sterling Financial Planning, Inc. | 0.83% | Add +9.0% | 61,111 | $3.1M |
| Blair William & Co. | 0.01% | Reduce -2.6% | 61,047 | $3.1M |
| Virtue Capital Management, LLC | 0.41% | New | 60,876 | $3.1M |
| Ifrah Financial Services, Inc. | 0.74% | Add +37.1% | 60,170 | $3.0M |
| Aspire Capital Advisors LLC | 0.58% | New | 59,567 | $3.0M |
| Kathmere Capital Management, LLC | 0.16% | Add +0.5% | 59,481 | $3.0M |
| Generations Wealth, LLC | 2.84% | Reduce -11.8% | 59,460 | $3.0M |
| AlphaCore Capital LLC | 0.05% | New | 59,187 | $3.0M |
| Exit Wealth Advisors, LLC. | 1.33% | Add +13.5% | 58,191 | $2.9M |
| Vistica Wealth Advisors, LLC | 2.51% | Add +18.1% | 57,750 | $2.9M |
| JMG Financial Group, Ltd. | 0.07% | Add +1.1% | 57,430 | $2.9M |
| OMNI 360 Wealth, Inc. | 1.33% | Reduce -2.5% | 57,326 | $2.9M |
| Alps Advisors Inc. | 0.01% | New | 57,225 | $2.9M |
| Edgestream Partners, L.P. | 0.08% | New | 56,614 | $2.8M |
| Parkwoods Wealth Partners, LLC | 0.45% | Add +44.9% | 56,062 | $2.8M |
| Koss-Olinger Consulting, LLC | 0.22% | Add +6.7% | 56,031 | $2.8M |
| Conrad Siegel Investment Advisors, Inc. | 0.45% | Add +0.4% | 55,440 | $2.8M |
| Veery Capital, LLC | 0.75% | Add +3.1% | 55,228 | $2.8M |
| Barry Investment Advisors, LLC | 0.57% | Add +1.4% | 54,547 | $2.7M |
| Lodestone Wealth Management LLC | 0.97% | Add +0.7% | 54,468 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -0.7% | 54,133 | $2.7M |
| HTG Investment Advisors, Inc. | 0.70% | Add +3.3% | 54,033 | $2.7M |
| Pasadena Private Wealth, LLC | 0.35% | Add +111.5% | 53,903 | $2.7M |
| Keyvantage Wealth, LLC | 1.02% | Add +18.6% | 53,839 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.13% | No change | 53,826 | $2.7M |
| Flatrock Wealth Partners LLC | 1.05% | Add +37.5% | 53,348 | $2.7M |
| Lakewood Asset Management LLC | 1.47% | Reduce -7.5% | 53,286 | $2.7M |
| Private Client Services, LLC | 0.70% | Reduce -36.9% | 53,210 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 53,125 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +25.5% | 52,886 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | New | 52,863 | $2.7M |
| New Dimensions Wealth Management, LLC | 2.01% | Add +14.4% | 52,849 | $2.7M |
| Heritage Trust Co | 0.23% | Reduce -0.6% | 52,841 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -7.1% | 52,689 | $2.6M |
| Lodestar Private Asset Management LLC | 0.23% | Add +2.6% | 52,671 | $2.6M |
| Staley Capital Advisers Inc. | 0.10% | No change | 52,425 | $2.6M |
| Apriem Advisors | 0.23% | Reduce -0.9% | 52,110 | $2.6M |
| Hegarty Advisors, LLC | 1.78% | Add +4.3% | 51,636 | $2.6M |
| Altiora Financial Group, LLC | 0.41% | Add +35.1% | 51,569 | $2.6M |
| Monarch Capital Management Inc. | 0.59% | Reduce -3.9% | 51,236 | $2.6M |
| Approach Retirement Advisors, LLC | 1.86% | Add +12.2% | 51,102 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Add +6.4% | 51,025 | $2.6M |
| RFG Advisory, LLC | 0.04% | Reduce -6.1% | 50,599 | $2.5M |
| CGN Advisors LLC | 0.18% | Add +4.8% | 50,453 | $2.5M |
| SpringVest Wealth Management LLC | 1.58% | Add +14.3% | 50,139 | $2.5M |
| Sheridan Capital Management, LLC | 1.20% | Add +4.8% | 49,494 | $2.5M |
| LexAurum Advisors, LLC | 0.29% | Add +5.8% | 49,429 | $2.5M |
| Baker Ellis Asset Management LLC | 0.26% | Add +29.8% | 49,175 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +6.4% | 48,686 | $2.4M |
| Legacy Financial Group, Inc. | 0.56% | Add +7.6% | 47,568 | $2.4M |
| Compound Planning, Inc. | 0.06% | Add +2.7% | 47,497 | $2.4M |
| Elevate Wealth Advisory, Inc. | 1.36% | Add +5.0% | 47,469 | $2.4M |
| Oak Family Advisors, LLC | 0.69% | Add +22.9% | 47,463 | $2.4M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -56.6% | 47,402 | $2.4M |
| Arbor Investment Advisors, LLC | 0.27% | Add +0.6% | 47,167 | $2.4M |
| Birchcreek Wealth Management, LLC | 0.92% | Add +77.9% | 47,133 | $2.4M |
| Regal Investment Advisors LLC | 0.12% | Add +1.1% | 47,086 | $2.4M |
| Silver Oak Advisory Group, Inc. | 0.93% | Add +2.3% | 46,879 | $2.4M |
| Macroview Investment Management LLC | 1.44% | Add +5.9% | 46,293 | $2.3M |
| Signal Advisors Wealth, LLC | 0.12% | Add +41.4% | 46,124 | $2.3M |
| Capital Squared Financial LLC | 1.51% | Add +65.7% | 46,088 | $2.3M |
| StoneX Group Inc. | 0.09% | Add +5.9% | 45,687 | $2.3M |
| Columbus Macro, LLC | 0.22% | Add +3.5% | 45,673 | $2.3M |
| Greenspring Advisors, LLC | 0.13% | Add +1.0% | 45,483 | $2.3M |
| Aegis Wealth Management LLC | 1.07% | Add +26.7% | 45,466 | $2.3M |
| Headinvest, LLC | 0.43% | Add +0.5% | 45,436 | $2.3M |
| Red Lighthouse Investment Management, LLC | 0.68% | Add +5.1% | 45,315 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +2.5% | 45,111 | $2.3M |
| Kaufman Rossin Wealth, LLC | 1.07% | Add +16.4% | 45,605 | $2.3M |
| Fifth Third Securities, Inc. | 0.13% | Add +1.0% | 44,890 | $2.3M |
| Asset Allocation Strategies LLC | 0.35% | Reduce -8.2% | 44,806 | $2.3M |
| Zeit Capital LLC | 1.33% | Add +2.4% | 43,775 | $2.2M |
| Equity Investment Corp. | 0.04% | Reduce -4.1% | 43,550 | $2.2M |
| Park Avenue Securities LLC | 0.01% | New | 43,373 | $2.2M |
| Modern Wealth Management, LLC | 0.03% | Add +7.4% | 43,326 | $2.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -0.4% | 43,147 | $2.2M |
| Modera Wealth Management, LLC | 0.02% | Add +12.6% | 42,826 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +38.1% | 42,875 | $2.1M |
| Clearstead Advisors, LLC | 0.02% | Add +19.9% | 41,320 | $2.1M |
| TSA Wealth Managment LLC | 0.59% | New | 41,191 | $2.1M |
| Evanson Financial, LLC | 0.10% | — | 41,118 | $2.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.50% | Reduce -2.3% | 40,896 | $2.1M |
| Amicus Financial Advisors, LLC | 0.50% | Add +1.9% | 40,470 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | New | 40,000 | $2.0M |
| Seneschal Advisors, LLC | 1.37% | Add +37.1% | 39,849 | $2.0M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -0.3% | 39,627 | $2.0M |
| OneAscent Financial Services LLC | 0.10% | Reduce -4.3% | 39,619 | $2.0M |
| One Wealth Map LLC | 0.92% | Add +9.4% | 39,548 | $2.0M |
| Tranquilli Financial Advisor LLC | 1.06% | Reduce -35.7% | 39,093 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.5% | 38,669 | $1.9M |
| Clear Creek Financial Management, LLC | 0.12% | Add +0.8% | 38,554 | $1.9M |
| CIBC Bancorp USA Inc. | 0.00% | Add +790.0% | 35,687 | $1.9M |
| Cypress Capital, LLC | 0.52% | Reduce -1.6% | 38,471 | $1.9M |
| Oak Harvest Investment Services | 0.18% | Reduce -0.1% | 37,858 | $1.9M |
| Aries Wealth Management | 0.37% | Add +3.6% | 37,089 | $1.9M |
| JT Stratford LLC | 0.20% | Add +5.9% | 36,839 | $1.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0.23% | Add +4.6% | 36,792 | $1.8M |
| Integrity Alliance, Llc. | 0.06% | Reduce -2.9% | 36,755 | $1.8M |
| Timber Creek Capital Management LLC | 0.37% | Reduce -2.6% | 36,168 | $1.8M |
| Strategic Investment Advisors / MI | 0.11% | Reduce -1.3% | 36,078 | $1.8M |
| Visionary Wealth Advisors | 0.07% | Add +16.5% | 35,999 | $1.8M |
| Tilia Fiduciary Partners, Inc. | 0.85% | Add +0.2% | 35,599 | $1.8M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +43.0% | 35,323 | $1.8M |
| Disciplined Investments, LLC | 0.57% | Reduce -1.4% | 35,282 | $1.8M |
| Level Financial Advisors | 0.39% | Reduce -0.9% | 35,019 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | Add +30.5% | 34,897 | $1.8M |
| DORVAL Corp | 0.50% | Reduce -4.4% | 34,867 | $1.8M |
| Compton Financial Group, LLC | 0.34% | Reduce -7.1% | 34,742 | $1.7M |
| L. Roy Papp & Associates, LLP | 0.18% | No change | 34,697 | $1.7M |
| ArchPoint Investors | 0.37% | No change | 34,614 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 34,905 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.4% | 34,905 | $1.7M |
| AXS Investments LLC | 0.49% | Reduce -29.2% | 34,140 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | No change | 34,006 | $1.7M |
| Brown Wealth Management, LLC | 0.38% | Reduce -0.7% | 33,977 | $1.7M |
| Commerce Bank | 0.01% | Add +38.1% | 33,745 | $1.7M |
| GTS Securities LLC | 0.04% | New | 33,701 | $1.7M |
| Coston, McIsaac & Partners | 0.34% | Add +8.3% | 33,620 | $1.7M |
| Glass Jacobson Investment Advisors llc | 0.52% | Add +3.0% | 33,415 | $1.7M |
| Donalies Financial Planning, LLC | 1.23% | Add +19.3% | 33,352 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +11.4% | 33,319 | $1.7M |
| Cambient Family Office, LLC | 0.20% | Add +21.5% | 33,068 | $1.7M |
| Maseco LLP | 0.05% | No change | 32,302 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -8.9% | 32,296 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.7% | 32,262 | $1.6M |
| Claris Advisors, LLC / Mo / | 0.42% | Add +36.2% | 31,736 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.14% | No change | 31,533 | $1.6M |
| Gotham Asset Management | 0.00% | Add +86.8% | 31,080 | $1.6M |
| Keebeck Wealth Management | 0.15% | Add +11.9% | 30,961 | $1.6M |
| J. Team Financial, Inc. | 1.50% | Reduce -3.7% | 30,738 | $1.5M |
| Florin Court Capital LLP | 2.51% | No change | 30,600 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +234.9% | 30,538 | $1.5M |
| Essential Partners LLC | 0.70% | Reduce -0.9% | 30,156 | $1.5M |
| Hanover Advisors Inc. | 0.54% | Add +1.0% | 30,016 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +39.9% | 29,277 | $1.5M |
| Continuum Advisory, LLC | 0.12% | Add +2.1% | 29,042 | $1.5M |
| Rinkey Investments | 0.34% | Reduce -1.6% | 29,006 | $1.5M |
| Calder Financial LLC | 1.36% | Add +4.0% | 28,792 | $1.4M |
| Brighton Securities Corp. | 0.62% | Add +1.6% | 28,601 | $1.4M |
| Mustard Seed Financial, LLC | 0.75% | Add +5.0% | 28,594 | $1.4M |
| Breakwater Investment Management | 0.49% | Reduce -1.3% | 28,433 | $1.4M |
| Red Reef Advisors LLC | 1.32% | Add +2.3% | 28,428 | $1.4M |
| Bristlecone Value Partners, LLC | 1.14% | Reduce -34.9% | 28,328 | $1.4M |
| Midwestern Financial, LLC | 0.99% | Add +12.5% | 28,157 | $1.4M |
| Marshall & Sterling Wealth Advisors Inc. | 0.82% | Add +824.3% | 27,730 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +25.7% | 27,099 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -0.9% | 26,816 | $1.3M |
| Financial Planning Navigators CORP | 0.50% | Add +8.9% | 26,662 | $1.3M |
| Atlantic Union Bankshares Corp | 0.02% | Add +8.3% | 25,999 | $1.3M |
| Marathon Strategic Advisors, LLC | 0.74% | Reduce -0.8% | 25,995 | $1.3M |
| Wealthcare Capital Management LLC | 0.12% | New | 25,899 | $1.3M |
| S.A. Mason LLC | 0.40% | No change | 25,864 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.4% | 25,809 | $1.3M |
| JDH Wealth Management, LLC | 0.79% | Add +14.2% | 25,747 | $1.3M |
| Capstone Wealth Management, LLC | 0.59% | Add +8.6% | 25,339 | $1.3M |
| Alliance Wealth Advisors, LLC | 0.24% | Add +43.4% | 25,278 | $1.3M |
| Sheets Smith Wealth Management | 0.13% | No change | 25,257 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.79% | Reduce -46.6% | 25,138 | $1.3M |
| Tassel Capital Management, Inc. | 0.59% | New | 25,084 | $1.3M |
| National Bank of Canada | 0.00% | Add +2.9% | 24,938 | $1.3M |
| Maltin Wealth Management, Inc. | 0.41% | Add +2.0% | 24,652 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.28% | Reduce -22.3% | 24,505 | $1.2M |
| Ares Financial Consulting, LLC | 0.88% | Reduce -21.1% | 24,445 | $1.2M |
| Dopkins Wealth Management, LLC | 0.44% | Add +8.5% | 24,366 | $1.2M |
| MA Private Wealth | 0.18% | Add +1.9% | 24,295 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -10.2% | 24,112 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.01% | Add +11.0% | 23,619 | $1.2M |
| PFG Advisors | 0.06% | Reduce -86.4% | 23,399 | $1.2M |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +30.1% | 23,275 | $1.2M |
| FDx Advisors, Inc. | 0.35% | Reduce -0.3% | 23,276 | $1.2M |
| Midwest Trust Co | 0.01% | Reduce -0.4% | 23,264 | $1.2M |
| L.K. Benson & Company, P.C. | 0.35% | Add +5.7% | 23,233 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.25% | Add +0.3% | 23,147 | $1.2M |
| Successful Portfolios LLC | 0.54% | Add +0.2% | 23,242 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Add +102.4% | 22,925 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +9.7% | 22,877 | $1.1M |
| TRB Wealth Management, LLC | 0.15% | Add +2.7% | 22,827 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +1.9% | 22,758 | $1.1M |
| Trust Co. of Toledo NA | 0.10% | New | 22,750 | $1.1M |
| Innovative Wealth Building LLC | 0.66% | Reduce -4.4% | 22,589 | $1.1M |
| One Degree Advisors Inc | 0.25% | Add +9.4% | 22,865 | $1.1M |
| Prosperity Advisers, LLC | 0.82% | Add +9.9% | 22,503 | $1.1M |
| Tortoise Investment Management, LLC | 0.08% | Add +5.1% | 22,485 | $1.1M |
| MFA Wealth Services | 0.67% | Add +0.7% | 22,239 | $1.1M |
| Aberdeen Group plc | 0.00% | No change | 22,164 | $1.1M |
| &partners | 0.00% | Add +11.3% | 22,044 | $1.1M |
| Rede Wealth, LLC | 0.37% | Reduce -33.7% | 21,992 | $1.1M |
| Kings Path Partners LLC | 0.29% | Reduce -2.7% | 21,889 | $1.1M |
| Proffitt & Goodson Inc. | 0.15% | Add +125.8% | 21,816 | $1.1M |
| Richmond Brothers, Inc. | 0.57% | Reduce -46.0% | 21,777 | $1.1M |
| First Heartland Consultants, Inc. | 0.07% | Add +29.0% | 21,643 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +0.8% | 21,606 | $1.1M |
| SteelPeak Wealth, LLC | 0.03% | Add +0.9% | 21,525 | $1.1M |
| FC Advisory LLC | 0.29% | Reduce -1.0% | 21,520 | $1.1M |
| Sage Capital Management, LLC | 0.42% | Reduce -1.4% | 21,311 | $1.1M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -15.4% | 21,281 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 21,160 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Add +10.3% | 20,935 | $1.1M |
| Physician Wealth Solutions Inc. | 0.40% | Add +2.4% | 20,831 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -3.4% | 20,781 | $1.0M |
| BCGM Wealth Management, LLC | 0.22% | New | 20,740 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -33.6% | 20,586 | $1.0M |
| Larson Financial Group LLC | 0.03% | Add +15.1% | 20,499 | $1.0M |
| Unison Advisors LLC | 0.07% | Add +0.0% | 20,476 | $1.0M |
| Foundation Wealth Management, LLC\PA | 0.31% | Add +0.0% | 20,315 | $1.0M |
| HMV Wealth Advisors, LLC | 0.39% | Add +17.1% | 20,128 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | Reduce -35.6% | 20,098 | $1.0M |
| Earned Wealth Advisors, LLC | 0.06% | Reduce -10.0% | 19,965 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Add +30.9% | 19,936 | $1.0M |
| Private Trust Co. NA | 0.08% | Add +2.9% | 19,920 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Reduce -38.0% | 19,879 | $999K |
| Laurel Wealth Advisors LLC | 0.10% | Add +4.2% | 19,785 | $994K |
| Western Wealth Management, LLC | 0.03% | Add +11.0% | 19,726 | $991K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.0% | 19,689 | $989K |
| N.E.W. Advisory Services LLC | 0.07% | Add +1.6% | 19,649 | $987K |
| Ledyard National Bank | 0.08% | No change | 19,626 | $986K |
| Fiduciary Advisors, Inc. | 0.66% | Add +56.6% | 19,565 | $983K |
| Carolina Wealth Management Inc | 0.45% | — | 19,512 | $980K |
| EPG Wealth Management LLC | 0.23% | No change | 19,361 | $972K |
| Powers Advisory Group, LLC | 0.30% | New | 19,211 | $965K |
| Leavell Investment Management, Inc. | 0.04% | Add +10.2% | 19,186 | $964K |
| BIP Wealth, LLC | 0.03% | Add +95.6% | 19,050 | $957K |
| Round Rock Advisors LLC | 0.12% | Reduce -4.0% | 18,946 | $952K |
| FMB Wealth Management | 0.35% | Reduce -14.7% | 18,884 | $949K |
| Vista Investment Partners Ii, LLC | 0.37% | New | 18,862 | $947K |
| American Investment Services, Inc. | 0.20% | Add +21.7% | 18,768 | $943K |
| CoreCap Advisors, LLC | 0.03% | Add +17.3% | 18,512 | $930K |
| DiNuzzo Private Wealth, Inc. | 0.09% | Add +5062.3% | 18,223 | $915K |
| Cassady Wealth & Retirement Planning, LLC | 0.43% | Add +3.8% | 18,214 | $915K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.8% | 18,206 | $914K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -44.3% | 18,204 | $914K |
| PW Nova Financial Services LLC | 0.20% | Add +3.9% | 18,135 | $911K |
| K2 Financial Inc. | 0.64% | Reduce -0.6% | 18,191 | $903K |
| TPG Advisors LLC | 0.49% | Add +4.7% | 17,908 | $900K |
| Fischer Financial Services, Inc. | 0.22% | Add +1.1% | 17,580 | $883K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +38.3% | 17,458 | $877K |
| Adams Wealth Management | 0.17% | Add +23.9% | 17,340 | $871K |
| CacheTech Inc. | 0.14% | Add +23.9% | 17,340 | $871K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.1% | 17,299 | $869K |
| Belpointe Asset Management LLC | 0.03% | Add +267.8% | 17,213 | $865K |
| Horizon Financial Services, LLC | 0.33% | Add +7.9% | 17,152 | $862K |
| PFG Investments, LLC | 0.03% | Add +299.1% | 17,140 | $861K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.68% | Add +0.6% | 17,108 | $859K |
| Mengis Capital Management, Inc. | 0.13% | Reduce -6.8% | 17,039 | $856K |
| 17 Capital Partners, LLC | 0.39% | Add +21.4% | 17,019 | $855K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Reduce -0.8% | 16,981 | $853K |
| HBW Advisory Services LLC | 0.08% | Add +88.8% | 16,841 | $846K |
| Vise Technologies, Inc. | 0.01% | Add +79.0% | 16,838 | $846K |
| Beckerman Institutional, LLC | 0.40% | No change | 16,654 | $837K |
| Mission Wealth Management, LP | 0.01% | Add +37.4% | 16,580 | $833K |
| Center For Asset Management LLC | 0.37% | Add +5.9% | 16,425 | $825K |
| Harbour Investment Management LLC | 0.41% | No change | 15,930 | $800K |
| BCS Private Wealth Management, Inc. | 0.24% | Reduce -20.6% | 15,908 | $799K |
| Pallas Capital Advisors LLC | 0.02% | No change | 15,829 | $795K |
| Money Concepts Capital Corp. | 0.04% | Reduce -80.1% | 15,783 | $793K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -18.3% | 15,751 | $791K |
| KPP Advisory Services LLC | 0.10% | Reduce -7.8% | 15,434 | $775K |
| HSBC Holdings PLC | 0.00% | No change | 15,250 | $766K |
| Cogent Strategic Wealth LLC | 0.73% | Add +34.3% | 15,204 | $764K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.5% | 15,172 | $762K |
| Diversified Enterprises, LLC | 0.04% | Add +62.7% | 15,028 | $755K |
| Clearbridge Investments, LLC | 0.00% | No change | 15,000 | $753K |
| Estate Counselors, LLC | 0.06% | Reduce -0.0% | 14,985 | $753K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,979 | $752K |
| GenTrust, LLC | 0.03% | No change | 14,948 | $751K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.0% | 14,613 | $734K |
| Avion Wealth | 0.13% | Add +16.8% | 14,438 | $725K |
| Sowell Financial Services LLC | 0.02% | Add +68.1% | 14,379 | $722K |
| Stewardship Advisors, LLC | 0.15% | Add +4.3% | 14,317 | $719K |
| Seed Wealth Management, Inc. | 0.45% | Reduce -58.9% | 14,068 | $707K |
| Mraz, Amerine & Associates, Inc. | 0.10% | Reduce -11.3% | 14,002 | $703K |
| Wellington Shields & Co., LLC | 0.16% | No change | 14,000 | $703K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -0.7% | 13,985 | $702K |
| Root Financial Partners, LLC | 0.03% | Reduce -31.9% | 13,930 | $700K |
| Prostatis Group LLC | 0.16% | Reduce -5.4% | 13,787 | $693K |
| Skyline Advisors, Inc. | 0.21% | Add +158.6% | 13,589 | $683K |
| Lanark Financial, Inc. | 0.05% | Add +338.5% | 13,487 | $677K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.0% | 13,033 | $655K |
| Golden Road Advisors LLC | 0.31% | Add +1.6% | 12,907 | $648K |
| Flagstar Securities, Inc. | 0.19% | Add +0.0% | 12,718 | $639K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.8% | 12,714 | $639K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.3% | 12,680 | $637K |
| Simplicity Wealth,LLC | 0.02% | Add +32.0% | 12,652 | $636K |
| Inspire Advisors, LLC | 0.04% | Add +89.3% | 12,596 | $633K |
| Private Harbour Investment Management & Counsel, LLC | 0.74% | Add +0.6% | 12,470 | $626K |
| Brighton Jones LLC | 0.01% | Add +7.6% | 12,467 | $626K |
| Quartz Partners, LLC | 0.20% | New | 12,455 | $626K |
| Joel Isaacson & Co., LLC | 0.02% | Add +3.6% | 12,411 | $623K |
| Hardin Capital Partners, LLC | 0.28% | Reduce -3.0% | 12,137 | $610K |
| Harbour Investments, Inc. | 0.01% | Add +15.1% | 11,977 | $602K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.1% | 11,890 | $597K |
| SkyOak Wealth, LLC | 0.10% | No change | 11,795 | $592K |
| Kovack Advisors, Inc. | 0.03% | Add +60.7% | 11,730 | $582K |
| Hershey Financial Advisers, LLC | 0.42% | Reduce -25.7% | 11,528 | $579K |
| Hyundai Investments Co., Ltd. | 0.63% | Add +155.0% | 11,512 | $579K |
| Marex Group Ltd | 0.00% | Add +41.3% | 11,412 | $573K |
| Northstar Group, Inc. | 0.07% | Add +0.0% | 11,078 | $556K |
| Shayne & Jacobs, LLC | 0.16% | No change | 10,950 | $550K |
| Elevate Capital Advisors, LLC | 0.30% | New | 10,939 | $549K |
| Plancorp, LLC | 0.01% | New | 11,074 | $549K |
| Moneco Advisors, LLC | 0.03% | Add +15.1% | 10,876 | $546K |
| Pillar Financial Advisors, LLC | 0.29% | No change | 10,864 | $546K |
| Seelaus Asset Management LLC | 0.38% | Reduce -12.2% | 10,734 | $539K |
| Arkos Global Advisors | 0.06% | Reduce -3.7% | 10,693 | $537K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 10,673 | $536K |
| Founders Financial Alliance, LLC | 0.07% | New | 10,642 | $535K |
| Black Diamond Financial, LLC | 0.05% | Reduce -8.7% | 10,630 | $534K |
| Trademark Financial Management, LLC | 0.22% | Reduce -2.9% | 10,541 | $529K |
| Shared Vision Wealth Group LLC | 0.18% | Add +17.3% | 10,426 | $524K |
| Thayer Partners, LLC / MA | 0.22% | Add +4.9% | 10,386 | $522K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.9% | 10,301 | $517K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Add +0.0% | 10,185 | $512K |
| Snowden Capital Advisors LLC | 0.01% | No change | 10,170 | $511K |
| Firestone Capital Management | 0.09% | Add +24.3% | 10,138 | $509K |
| Smith Partners Wealth Management, LLC | 0.40% | Reduce -14.8% | 10,057 | $505K |
| Principia Wealth Advisory, LLC | 0.25% | Add +4.4% | 10,040 | $504K |
| GEM Asset Management, LLC | 0.20% | Add +0.1% | 10,027 | $504K |
| Allie Family Office LLC | 0.19% | No change | 10,016 | $503K |
| Blueprint Financial Advisors LLC | 0.06% | Reduce -26.0% | 10,015 | $503K |
| Allstreet Capital Advisors LLC | 0.33% | No change | 9,955 | $500K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.1% | 9,776 | $491K |
| Woodward Diversified Capital, LLC | 0.22% | Reduce -51.1% | 9,773 | $491K |
| United Advisor Group, LLC | 0.05% | Add +8.0% | 9,754 | $490K |
| Resurgent Financial Advisors LLC | 0.14% | Add +26.9% | 9,704 | $487K |
| IMA Advisory Services, Inc. | 0.03% | New | 9,657 | $485K |
| Caldwell Trust Co | 0.04% | Reduce -9.2% | 9,645 | $484K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.0% | 9,535 | $479K |
| BridgePort Financial Solutions, LLC | 0.12% | Reduce -15.0% | 9,473 | $476K |
| Oath Planning, LLC | 0.34% | Reduce -1.4% | 9,200 | $462K |
| Surience Private Wealth LLC | 0.40% | Reduce -17.1% | 9,096 | $457K |
| Rossby Financial, LCC | 0.08% | Add +27.8% | 9,092 | $457K |
| LifePlan Investment Advisors, Inc. | 0.16% | Add +3.0% | 9,078 | $456K |
| Terril Brothers, Inc. | 0.12% | Reduce -14.2% | 9,075 | $456K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -5.7% | 9,069 | $456K |
| Stephens Inc. | 0.01% | Add +0.7% | 8,967 | $450K |
| MCF Advisors LLC | 0.02% | Add +6.1% | 8,924 | $448K |
| Frisch Financial Group, Inc. | 0.08% | Add +79.4% | 8,859 | $445K |
| Patron Partners, LLC | 0.17% | New | 8,750 | $440K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.7% | 8,690 | $437K |
| Sandy Cove Advisors, LLC | 0.11% | New | 8,660 | $435K |
| Wrenne Financial Planning LLC | 0.15% | Add +53.2% | 8,635 | $434K |
| Brewster Financial Planning LLC | 0.24% | Add +6.4% | 8,601 | $432K |
| Johnson Financial Group, LLC | 0.02% | No change | 8,536 | $429K |
| UMB Bank, n.a. | 0.01% | Reduce -5.0% | 8,490 | $426K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -1.2% | 8,484 | $426K |
| Angeles Wealth Management, LLC | 0.02% | Add +22.1% | 8,398 | $422K |
| Bragg Financial Advisors, Inc | 0.01% | Add +28.9% | 8,357 | $420K |
| Trilogy Capital Inc. | 0.02% | Add +1.4% | 8,301 | $417K |
| Cedar Mountain Advisors, LLC | 0.07% | No change | 8,285 | $416K |
| Lynx Investment Advisory | 0.13% | Add +77.3% | 8,190 | $411K |
| Creekside Partners | 0.15% | No change | 8,152 | $409K |
| Heritage Wealth Management, Inc. | 0.10% | New | 7,967 | $400K |
| Thompson David Blair | 0.20% | No change | 7,950 | $399K |
| TrustWell Financial Advisors, LLC | 0.34% | Add +0.0% | 7,944 | $399K |
| Southland Equity Partners LLC | 0.07% | Reduce -0.8% | 7,891 | $396K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -19.7% | 7,880 | $396K |
| Denali Advisors LLC | 0.04% | Reduce -1.1% | 7,874 | $396K |
| Provident Living Financial Services, Inc. | 0.38% | Reduce -2.2% | 7,734 | $388K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +24.4% | 7,618 | $383K |
| Systelligence, LLC | 0.06% | Reduce -79.9% | 7,519 | $378K |
| Silver Grove Financial Group, Inc. | 0.20% | Reduce -0.8% | 7,433 | $373K |
| Flywheel Private Wealth LLC | 0.18% | Reduce -0.0% | 7,343 | $369K |
| Norden Group LLC | 0.03% | New | 7,321 | $368K |
| Csenge Advisory Group | 0.01% | Add +25.4% | 7,320 | $368K |
| WealthTrak Capital Management LLC | 0.24% | Add +0.8% | 7,276 | $365K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,269 | $365K |
| Unify Financial Advisors | 0.34% | New | 7,259 | $365K |
| Perennial Investment Advisors, LLC | 0.02% | Add +6.6% | 7,230 | $363K |
| Capstone Wealth Management Group, Inc. | 0.21% | — | 7,097 | $356K |
| WJ Financial Advisors LLC | 0.26% | No change | 6,999 | $352K |
| Old North State Trust, LLC | 0.18% | No change | 6,917 | $347K |
| Bluespring Wealth Management, LLC | 0.01% | New | 6,904 | $347K |
| Main Street Group, LTD | 0.09% | Reduce -6.4% | 6,843 | $344K |
| Independent Wealth Network Inc. | 0.09% | Add +2.1% | 6,808 | $342K |
| VERITY Wealth Advisors | 0.21% | Add +60.4% | 6,801 | $342K |
| Riverbend Wealth Management, LLC | 0.17% | Add +0.6% | 6,790 | $341K |
| Wealthspire Retirement, LLC | 0.02% | Add +2.5% | 6,672 | $335K |
| Eagle Bay Advisors LLC | 0.25% | Reduce -42.7% | 6,630 | $333K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -55.2% | 6,628 | $333K |
| Peak Retirement Planning, Inc. | 0.05% | Reduce -14.0% | 6,607 | $332K |
| Chicago Capital, LLC | 0.01% | No change | 6,553 | $329K |
| Dogwood Wealth Management LLC | 0.13% | Add +8.9% | 6,533 | $328K |
| Access Financial Services, Inc. | 0.11% | New | 6,503 | $327K |
| Wedmont Private Capital | 0.01% | Add +0.7% | 6,565 | $326K |
| Alhambra Investment Management LLC | 0.14% | Reduce -19.6% | 6,404 | $322K |
| Total Clarity Wealth Management, Inc. | 0.06% | Add +0.9% | 6,354 | $319K |
| DeDora Capital, Inc. | 0.07% | Add +31.2% | 6,345 | $319K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 6,234 | $313K |
| WealthCare Asset Management, LLC | 0.13% | New | 6,226 | $313K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 6,186 | $311K |
| Five Oceans Advisors | 0.10% | No change | 6,158 | $309K |
| Topel & Distasi Wealth Management, LLC | 0.15% | Reduce -7.5% | 6,143 | $309K |
| Choreo, LLC | 0.00% | Reduce -36.5% | 6,136 | $308K |
| Wealthcare Capital Partners, LLC | 0.13% | New | 6,096 | $306K |
| Argent Trust Co | 0.01% | New | 6,084 | $306K |
| Nicolet Bankshares Inc. | 0.01% | New | 6,137 | $305K |
| W.H. Cornerstone Investments Inc. | 0.17% | Add +0.0% | 6,043 | $304K |
| Red Wave Investments LLC | 0.08% | No change | 5,997 | $301K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5490.7% | 6,038 | $299K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -4.4% | 5,935 | $298K |
| Sankala Group LLC | 0.20% | Reduce -1.8% | 5,885 | $293K |
| Sequent Planning LLC | 0.06% | Add +17.1% | 5,784 | $291K |
| Oppenheimer & Co. Inc. | 0.00% | Add +8.9% | 5,747 | $289K |
| SageView Advisory Group, LLC | 0.01% | Reduce -9.0% | 5,740 | $288K |
| Dakota Wealth Management | 0.01% | Reduce -15.2% | 5,722 | $287K |
| Wedbush Securities Inc. | 0.01% | New | 5,721 | $287K |
| eCIO, Inc. | 0.08% | Add +7.5% | 5,709 | $287K |
| Portfolio Resources Advisor Group, Inc. | 0.24% | Add +0.9% | 5,709 | $287K |
| DUTCH ASSET Corp | 0.14% | No change | 5,700 | $286K |
| BluePrint Investing LLC | 0.24% | Add +6.0% | 5,676 | $285K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 5,664 | $285K |
| Synergy Asset Management, LLC | 0.03% | Reduce -56.6% | 5,629 | $283K |
| Compass Capital Corp. /Ma/ | 0.09% | Add +7.9% | 5,639 | $280K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -13.9% | 5,606 | $280K |
| JFS Wealth Advisors, LLC | 0.01% | Add +28.6% | 5,553 | $279K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -9.9% | 5,397 | $271K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +6.6% | 5,379 | $270K |
| Roble, Belko & Company, Inc | 0.03% | Reduce -2.9% | 5,369 | $270K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.0% | 5,375 | $270K |
| Pine Harbor Wealth Management, LLC | 0.07% | Add +0.1% | 5,358 | $269K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.6% | 5,326 | $268K |
| WealthCare Investment Partners, LLC | 0.06% | Add +0.0% | 5,295 | $266K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -3.6% | 5,278 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.0% | 5,258 | $264K |
| May Hill Capital, LLC | 0.05% | Add +0.0% | 5,223 | $262K |
| Towneley Capital Management, Inc / DE | 0.05% | Add +0.0% | 5,215 | $262K |
| Archer Investment Corp | 0.05% | No change | 5,206 | $261K |
| Essex Financial Services, Inc. | 0.01% | No change | 5,196 | $261K |
| Evercore Wealth Management, LLC | 0.00% | Add +1.9% | 5,166 | $259K |
| Composition Wealth, LLC | 0.00% | Add +0.3% | 5,160 | $259K |
| Kwmg, LLC | 0.02% | New | 5,155 | $259K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -68.3% | 5,122 | $257K |
| Arnold Financial Planning LLC | 0.19% | Add +0.0% | 5,096 | $256K |
| Gryphon Financial Partners LLC | 0.02% | Add +18.1% | 5,073 | $255K |
| Markowski Investments | 0.06% | — | 5,038 | $253K |
| Tenzing Financial LLC | 0.17% | Reduce -0.5% | 5,054 | $251K |
| Archvest Wealth Advisors, Inc. | 0.15% | Add +0.0% | 4,992 | $251K |
| Whelan Financial | 0.07% | Reduce -68.4% | 4,989 | $251K |
| American Trust | 0.02% | Add +6.0% | 4,984 | $250K |
| Miramontes Capital, LLC | 0.08% | New | 4,966 | $249K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 4,931 | $244K |
| Nwam LLC | 0.01% | Reduce -31.0% | 4,838 | $243K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -11.8% | 4,814 | $242K |
| Red Mountain Financial, LLC | 0.20% | Add +11.7% | 4,806 | $241K |
| Key Financial Inc | 0.04% | No change | 4,797 | $241K |
| Bokf, NA | 0.00% | Reduce -65.8% | 4,785 | $240K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 4,719 | $237K |
| Lakeshore Financial Planning, Inc. | 0.08% | Add +0.1% | 4,713 | $237K |
| TruNorth Capital Management, LLC | 0.04% | No change | 4,705 | $236K |
| Triad Wealth Partners, LLC | 0.01% | New | 4,698 | $233K |
| Fisher Asset Management | 0.00% | New | 4,634 | $233K |
| Maia Wealth LLC | 0.03% | Reduce -17.1% | 4,629 | $233K |
| Abacus Wealth Partners, LLC | 0.02% | New | 4,587 | $230K |
| Wealth Management Resources, Inc. | 0.07% | New | 4,566 | $229K |
| Cornerstone Financial Group, LLC | 0.14% | No change | 4,514 | $227K |
| Palisade Asset Management, LLC | 0.02% | No change | 4,513 | $227K |
| Capital Investment Management, Inc. | 0.07% | Add +0.1% | 4,468 | $224K |
| Jacobi Capital Management LLC | 0.01% | Add +0.0% | 4,466 | $224K |
| Integrity Advisory Solutions, LLC | 0.02% | Add +7.9% | 4,436 | $223K |
| Madison Wealth Partners, Inc | 0.03% | New | 4,416 | $222K |
| Golden Bell Financial Planning LLC | 0.16% | Add +0.1% | 4,409 | $221K |
| Chapman Financial Group, LLC | 0.15% | Reduce -35.5% | 4,400 | $221K |
| Napier Financial, LLC | 0.05% | Add +0.6% | 4,400 | $221K |
| JNBA Financial Advisors | 0.02% | No change | 4,370 | $220K |
| Verus Capital Partners, LLC | 0.01% | Add +3.2% | 4,355 | $219K |
| Allied Investment Advisors, LLC | 0.03% | Add +7.6% | 4,318 | $217K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +36.7% | 4,315 | $217K |
| NBH Bank | 0.09% | — | 4,292 | $216K |
| Capital Asset Advisory Services LLC | 0.01% | New | 4,270 | $214K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -34.7% | 4,270 | $214K |
| Soltis Investment Advisors LLC | 0.01% | Add +0.5% | 4,245 | $213K |
| Cornerstone Wealth, LLC | 0.11% | No change | 4,275 | $212K |
| Stillwater Private Wealth, LLC | 0.14% | Reduce -78.6% | 4,278 | $212K |
| Lauterbach Financial Advisors, LLC | 0.09% | New | 4,218 | $212K |
| Investment Advisory Group, LLC | 0.05% | New | 4,208 | $211K |
| Mather Group, Llc. | 0.00% | Reduce -54.7% | 4,204 | $211K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.7% | 4,194 | $211K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 4,104 | $206K |
| Proactive Wealth Strategies LLC | 0.03% | Reduce -1.9% | 4,060 | $204K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 4,040 | $203K |
| GWN Securities Inc. | 0.03% | New | 3,986 | $200K |
| Grand Wealth Management, LLC | 0.08% | Reduce -0.8% | 3,985 | $200K |
| First Horizon Corp. | 0.01% | No change | 3,915 | $197K |
| Rialto Wealth Management, LLC | 0.04% | Add +20.5% | 3,855 | $194K |
| Ancora Advisors LLC | 0.00% | Add +655.2% | 3,776 | $190K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.5% | 3,575 | $180K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 3,400 | $171K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +59.5% | 3,337 | $168K |
| Hilltop National Bank | 0.04% | No change | 3,313 | $166K |
| Three Bearings Fiduciary Advisors, Inc. | 0.14% | No change | 3,187 | $160K |
| Hanson & Doremus Investment Management | 0.02% | No change | 3,038 | $153K |
| Concord Wealth Partners | 0.02% | New | 3,013 | $151K |
| Birchwood Financial Partners, Inc. | 0.12% | No change | 3,012 | $151K |
| CENTRAL TRUST Co | 0.00% | Reduce -14.4% | 2,919 | $147K |
| Reyes Financial Architecture, Inc. | 0.08% | Reduce -3.5% | 2,764 | $139K |
| Legacy Bridge, LLC | 0.04% | No change | 2,588 | $130K |
| Parkside Financial Bank & Trust | 0.01% | Add +59.5% | 2,571 | $129K |
| SouthState Bank Corp | 0.01% | No change | 2,481 | $125K |
| Anchor Investment Management, LLC | 0.01% | Add +0.0% | 2,372 | $119K |
| TD Capital Management LLC | 0.01% | Add +0.0% | 2,299 | $115K |
| Tidemark, LLC | 0.02% | Reduce -11.5% | 2,055 | $103K |
| Stelac Advisory Services LLC | 0.02% | No change | 2,055 | $103K |
| Capital Analysts, LLC | 0.00% | Reduce -1.6% | 2,056 | $103K |
| Minot DeBlois Advisors LLC | 0.09% | No change | 2,041 | $103K |
| Compass Financial Management LLC | 0.01% | — | 2,057 | $102K |
| Strengthening Families & Communities, LLC | 0.02% | Add +0.1% | 1,982 | $100K |
| GFS Advisors, LLC | 0.01% | New | 13,508 | $96K |
| Asset Dedication, LLC | 0.01% | No change | 1,897 | $95K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,892 | $95K |
| Rogco, LP | 0.03% | No change | 1,820 | $91K |
| Lam Group, Inc. | 0.04% | Add +17.3% | 1,760 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +108.6% | 1,679 | $84K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,561 | $78K |
| Cape Investment Advisory, Inc. | 0.02% | New | 1,514 | $76K |
| DecisionPoint Financial, LLC | 0.01% | Reduce -0.4% | 1,481 | $73K |
| Synergy Investment Management, LLC | 0.02% | New | 1,422 | $71K |
| WPG Advisers, LLC | 0.04% | Add +65.7% | 1,405 | $71K |
| Triumph Capital Management | 0.01% | Reduce -7.9% | 1,404 | $71K |
| Capital Advisor Network LLC | 0.09% | Add +7.8% | 1,376 | $69K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,373 | $69K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,368 | $69K |
| Bessemer Group Inc. | 0.00% | No change | 1,345 | $68K |
| Dunhill Financial, LLC | 0.01% | Reduce -19.7% | 1,330 | $67K |
| Simplex Trading, LLC | 0.00% | Add +3671.4% | 1,320 | $66K |
| Coastline Trust Co | 0.01% | No change | 1,310 | $66K |
| Cornerstone Planning Group LLC | 0.01% | Add +9.8% | 1,303 | $65K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +0.6% | 1,249 | $63K |
| Ameriflex Group, Inc. | 0.03% | Add +102.5% | 1,231 | $62K |
| Timmons Wealth Management, LLC | 0.04% | New | 1,176 | $59K |
| SHP Wealth Management | 0.00% | Add +319.5% | 1,120 | $56K |
| Torren Management, LLC | 0.03% | Reduce -53.8% | 1,074 | $54K |
| Fiduciary Financial Advisors | 0.01% | New | 1,003 | $50K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -19.7% | 1,001 | $50K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,000 | $50K |
| Versant Capital Management, Inc | 0.00% | No change | 1,000 | $50K |
| Wellington-Altus USA Inc. | 0.04% | No change | 1,000 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1740.7% | 994 | $50K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 950 | $48K |
| PlanVest Financial, Inc | 0.03% | Add +40.3% | 814 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 726 | $36K |
| Motco | 0.00% | No change | 720 | $36K |
| Arlington Trust Co LLC | 0.00% | No change | 710 | $36K |
| Millstone Evans Group, LLC | 0.02% | No change | 703 | $35K |
| Clean Yield Group | 0.01% | New | 666 | $33K |
| Keystone Financial Group, Inc. | 0.02% | Reduce -81.8% | 645 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 630 | $32K |
| First Pacific Financial | 0.00% | Reduce -78.2% | 624 | $31K |
| NBT Bank, N.A. | 0.00% | Add +7.2% | 608 | $31K |
| StrongBox Wealth, LLC | 0.01% | New | 600 | $30K |
| Buck Wealth Strategies, LLC | 0.00% | New | 593 | $30K |
| Boyd Watterson Asset Management LLC | 0.01% | Add +69.2% | 587 | $29K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -15.3% | 574 | $29K |
| Investors Research Corp | 0.01% | No change | 567 | $28K |
| Bfsg, LLC | 0.00% | New | 548 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 519 | $26K |
| Bard Associates Inc. | 0.01% | Reduce -23.9% | 510 | $26K |
| Aventura Private Wealth, LLC | 0.01% | No change | 483 | $24K |
| 10Elms LLP | 0.01% | Add +18.1% | 477 | $24K |
| McDonald Partners LLC | 0.01% | New | 434 | $22K |
| LRI Investments, LLC | 0.00% | Add +1237.5% | 428 | $21K |
| IFP Advisors, Inc | 0.00% | Reduce -3.4% | 422 | $21K |
| Accordant Advisory Group Inc | 0.01% | No change | 400 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 400 | $20K |
| Lavaca Capital LLC | 0.00% | New | 340 | $17K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 337 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 326 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 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% | Reduce -0.4% | 276 | $14K |
| Westfuller Advisors, LLC | 0.00% | No change | 267 | $13K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 250 | $13K |
| Wolff Wiese Magana LLC | 0.01% | Add +1.2% | 249 | $13K |
| St Germain D J Co. Inc. | 0.00% | Reduce -33.6% | 247 | $12K |
| CGC Financial Services, LLC | 0.00% | No change | 246 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 246 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Add +6.1% | 245 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 236 | $12K |
| EFG International AG | 0.00% | Add +3.6% | 228 | $11K |
| Ascentis Independent Advisors | 0.03% | Reduce -63.7% | 213 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 207 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -10.8% | 206 | $10K |
| Holos Integrated Wealth LLC | 0.00% | No change | 200 | $10K |
| Tsfg, LLC | 0.00% | No change | 186 | $9K |
| MidFirst Bank | 0.00% | No change | 170 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 149 | $7K |
| Park Place Capital Corp | 0.00% | New | 149 | $7K |
| Country Trust Bank | 0.00% | No change | 144 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 134 | $7K |
| Bangor Savings Bank | 0.00% | No change | 132 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 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 |
| Hollencrest Capital Management | 0.00% | New | 116 | $6K |
| International Assets Investment Management, LLC | 0.00% | Reduce -27.6% | 110 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +12.2% | 101 | $5K |
| Phillip James Consulting Co. | 0.00% | New | 100 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 96 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 91 | $5K |
| Tompkins Financial Corp. | 0.00% | Add +6.9% | 77 | $4K |
| Entrust Financial LLC | 0.00% | New | 56 | $3K |
| Brooklyn FI, LLC | 0.00% | New | 50 | $2K |
| Vanguard National Trust Co | 0.00% | No change | 47 | $2K |
| Bank of New Hampshire | 0.00% | No change | 45 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 41 | $2K |
| Pittenger & Anderson Inc. | 0.00% | New | 31 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 30 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -87.1% | 29 | $1K |
| Signaturefd, LLC | 0.00% | New | 25 | $1K |
| Vision Financial Markets LLC | 0.00% | No change | 25 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 24 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | New | 22 | $1K |
| Operose Advisors LLC | 0.00% | New | 22 | $1K |
| Sofi Wealth, LLC | 0.00% | Reduce -30.8% | 18 | $919 |
| Sunrise Financial Services, LLC | 0.00% | No change | 18 | $904 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -20.0% | 12 | $603 |
| Blueline Advisors LLC | 0.00% | Reduce -18.2% | 9 | $452 |
| Quaker Wealth Management, LLC | 0.00% | No change | 7 | $352 |
| Kingdom Financial Group LLC. | 0.00% | New | 4 | $201 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 3 | $151 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $149 |
| Abound Wealth Management | 0.00% | No change | 1 | $60 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 6 | $0 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.3% | 1 | $0 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.