How many institutions own VGSH stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VGSH shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Vanguard Short-Term Treasury ETF stock?

VALMARK ADVISERS, INC., in the last quarter, reduced its stake in VGSH by -6.48% restricting it's holding to 1.26 million shares of worth nearly $73.81M. ELM PARTNERS MANAGEMENT LLC also lessened -12.25% of the VGSH shares from its portfolio, reducing its holding to 1.17 million shares of worth $68.19M. CREATIVE PLANNING also shunned VGSH shares holding by -7.27% last quarter which brought its holding to 1.36 million shares worth $79.80M.

Investors who are buying VGSH stock?

As per its latest 13F filing, EVENSKY & KATZ LLC increased its stake in VGSH by 4.63% in the last quarter. The institutional holder raised its holding to 1.32 million shares having worth more than $77.56M. TRUSTMARK NATIONAL BANK TRUST DEPARTMENT also added 42.53% more shares of VGSH to its portfolio, raising its holding to 1.54 million shares of worth $90.00M. ROYAL BANK OF CANADA also increased its VGSH shares holding by 10.1% which brought its holding to 2.48 million shares worth $145.25M.

VGSH's major insiders: who are they?

The insider with the most stakes in VGSH is N/A , N/A at the company. Additionally, VGSH stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell VGSH stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Short-Term Treasury ETF's stock. Within the last six months, there have been 0 transaction(s) in which VGSH insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VGSH stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Short-Term Treasury ETF insiders have bought stock, totalling 0 shares

How much of VGSH does insiders own?

Around 0 Vanguard Short-Term Treasury ETF shares are held by insiders, which represents about N/A of VGSH stock.

Who is the insider with the largest stake?

VGSH N/A, N/A holds the largest portfolio of the company's shares. VGSH shares owned by N/A total nearly -.

Which institution holds the most shares in VGSH?

VALMARK ADVISERS, INC. is the largest institutional owner in VGSH which holds 1.26 million shares worth $73.81M or 0.22% of the total VGSH shares outstanding followed by EVENSKY & KATZ LLC with ownership of 1.32 million shares representing 0.23% of the VGSH ownership. TRUSTMARK NATIONAL BANK TRUST DEPARTMENT is the third largest stakeholder with 1.54 million shares or 0.26% of the ownership worth more than $90.00M.

Is Vanguard Short-Term Treasury ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VGSH is concerned, it is a stock which is optionable.

Is there a short position on VGSH's shares?

Number of VGSH shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VGSH shares are there?

As of today, null shares of VGSH are outstanding.

Is there many float in VGSH stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VGSH has null shares in float.

VGSH short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VGSH is null.

Vanguard Short-Term Treasury ETF (VGSH) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. VALMARK ADVISERS, INC. is the top corporate investor, holding 1.26M shares valued at $73.81M. A 0.22% stake in Vanguard Short-Term Treasury ETF is owned by the company. EVENSKY & KATZ LLC owns 1.32M shares valued at $77.56M, which translates its holding of 0.23% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	VALMARK ADVISERS, INC.	0.22%	1.26M	73.81M	-87.35K	-6.48%
Mar 31, 2026	EVENSKY & KATZ LLC	0.23%	1.32M	77.56M	58.69K	+4.63%
Mar 31, 2026	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.26%	1.54M	90M	458.8K	+42.53%
Mar 31, 2026	ROYAL BANK OF CANADA	0.43%	2.48M	145.25M	227.58K	+10.10%
Mar 31, 2026	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.2%	1.15M	67.33M	43.42K	+3.92%
Mar 31, 2026	ELM PARTNERS MANAGEMENT LLC	0.2%	1.17M	68.19M	-162.78K	-12.25%
Mar 31, 2026	FIRST FINANCIAL BANKSHARES INC	0.23%	1.33M	77.95M	28.99K	+2.23%
Mar 31, 2026	CREATIVE PLANNING	0.23%	1.36M	79.8M	-106.88K	-7.27%
Mar 31, 2026	COLDSTREAM CAPITAL MANAGEMENT INC	0.23%	1.37M	79.94M	-34.49K	-2.46%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.3%	1.77M	103.47M	301.73K	+20.59%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.32%	1.89M	110.38M	119.92K	+6.79%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	0.33%	1.9M	111.39M	-7.89K	-0.41%
Mar 31, 2026	NEPC LLC	0.34%	1.99M	116.69M	0	0
Mar 31, 2026	TD PRIVATE CLIENT WEALTH LLC	0.36%	2.07M	121.19M	277.65K	+15.49%
Mar 31, 2026	PURE FINANCIAL ADVISORS, LLC	0.48%	2.78M	162.73M	226.71K	+8.88%
Mar 31, 2026	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.5%	2.92M	170.77M	17.18K	+0.59%
Mar 31, 2026	ARLINGTON TRUST CO LLC	0.53%	3.09M	181.03M	3.09M	+179,172.06%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.56%	3.19M	186.98M	-233.77K	-6.82%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.62%	3.6M	210.78M	178.13K	+5.20%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.7%	4.07M	238.07M	820.45K	+25.27%
Mar 31, 2026	STATE STREET CORP	0.76%	4.4M	257.58M	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.77%	4.48M	262.28M	979.78K	+27.99%
Mar 31, 2026	NORTHROCK PARTNERS, LLC	0.84%	4.87M	284.95M	135.54K	+2.86%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.88%	5.1M	298.61M	1.3M	+34.18%
Mar 31, 2026	CERITY PARTNERS LLC	0.9%	5.27M	308.27M	435.05K	+9.01%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.98%	5.69M	332.89M	1.93M	+51.37%
Mar 31, 2026	UBS GROUP AG	1.1%	6.38M	373.73M	3.87M	+153.81%
Mar 31, 2026	NORTHERN TRUST CORP	1.37%	7.97M	466.31M	-459.77K	-5.46%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	1.51%	8.79M	514.36M	3.32M	+60.69%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	1.74%	10.15M	594.42M	1.2M	+13.34%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.98%	11.53M	674.91M	1.12M	+10.80%
Mar 31, 2026	MORGAN STANLEY	4.77%	27.8M	1.63B	4.03M	+16.94%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.21%	1.22M	71.24M	-84.49K	-6.49%
Mar 31, 2026	COLONY GROUP, LLC	0.25%	1.48M	86.74M	108.9K	+7.93%
Mar 31, 2026	NOMURA ASSET MANAGEMENT CO LTD	0.28%	1.64M	96.28M	604.4K	+58.10%
Mar 31, 2026	RONALD BLUE TRUST, INC.	0.3%	1.74M	101.63M	235.2K	+15.67%
Mar 31, 2026	M&T BANK CORP	0.37%	2.16M	126.58M	-1.23M	-36.22%
Mar 31, 2026	ORGEL WEALTH MANAGEMENT, LLC	1%	5.83M	341.44M	-2.25M	-27.80%
Mar 31, 2026	MAYPORT, LLC	0.21%	1.21M	70.55M	112.19K	+10.26%
Mar 31, 2026	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.29%	1.67M	97.99M	471.87K	+39.25%
Mar 31, 2026	SMITHFIELD TRUST CO	0.37%	2.13M	124.48M	99.45K	+4.91%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.38%	2.24M	131.17M	266.04K	+13.47%
Mar 31, 2026	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.39%	2.28M	133.69M	-503.06K	-18.05%
Mar 31, 2026	CITIGROUP INC	0.42%	2.43M	142.5M	1.55M	+175.07%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.42%	2.44M	142.66M	203.72K	+9.12%
Mar 31, 2026	WIT, LLC	0.2%	1.19M	69.64M	1.19M	+100.00%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.25%	1.44M	84.45M	137.45K	+10.53%
Mar 31, 2026	MILLER INVESTMENT MANAGEMENT, LP	0.29%	1.67M	97.99M	190.52K	+12.84%
Mar 31, 2026	INSIGHT 2811, INC.	0.15%	851.44K	49.84M	27.7K	+3.36%
Mar 31, 2026	FOSTER GROUP, INC.	0.15%	864.81K	50.63M	49.91K	+6.13%
Mar 31, 2026	PORTLAND GLOBAL ADVISORS LLC	0.15%	866.28K	50.71M	52.28K	+6.42%
Mar 31, 2026	CAPITAL ADVISORS INC/OK	0.16%	935.05K	54.74M	931.53K	+26,441.39%
Mar 31, 2026	FALCON WEALTH PLANNING	0.17%	969.21K	56.74M	97.66K	+11.20%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.17%	979.12K	57.32M	-222.77K	-18.54%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.18%	1.01M	58.97M	74.12K	+7.94%
Mar 31, 2026	PRESILIUM PRIVATE WEALTH, LLC	0.18%	1.01M	59.09M	60.31K	+6.35%
Mar 31, 2026	UBS ASSET MANAGEMENT AMERICAS INC	0.18%	1.03M	60.21M	927.48K	+917.43%
Mar 31, 2026	CORNERSTONE WEALTH ADVISORS, INC.	0.18%	1.05M	61.58M	102.06K	+10.75%
Mar 31, 2026	CHEMISTRY WEALTH MANAGEMENT LLC	0.19%	1.06M	62.11M	29.26K	+2.84%
Mar 31, 2026	TRUIST FINANCIAL CORP	0.19%	1.07M	62.51M	-40.78K	-3.68%
Mar 31, 2026	FIRST COMMAND ADVISORY SERVICES, INC.	0.19%	1.1M	64.22M	-28.96K	-2.57%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.2%	1.14M	66.49M	1.01M	+805.54%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0.2%	1.14M	66.78M	1.05M	+1,192.08%
Mar 31, 2026	JPMORGAN CHASE & CO	8.9%	51.83M	3.03B	7.56M	+17.07%
Mar 31, 2026	OAK HARVEST INVESTMENT SERVICES	0.21%	1.23M	71.84M	273.76K	+28.71%
Dec 31, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.22%	1.2M	70.6M	-59.7K	-4.73%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.47M	86.09M	31.08K	+2.17%
Dec 31, 2025	CREATIVE PLANNING	0.27%	1.47M	86.34M	-122.32K	-7.68%
Dec 31, 2025	RONALD BLUE TRUST, INC.	0.29%	1.5M	88.14M	-424.55K	-22.05%
Dec 31, 2025	BROWN ADVISORY INC	0.32%	1.71M	100.69M	-3.22K	-0.19%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.33%	1.77M	103.69M	172.14K	+10.80%
Dec 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.35%	1.79M	105.28M	176.84K	+10.94%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.35%	1.91M	112.31M	645.64K	+50.97%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.37%	1.91M	112.21M	-83.47K	-4.19%
Dec 31, 2025	NEPC LLC	0.37%	1.99M	117.07M	766.58K	+62.49%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.43%	2.23M	131.2M	1.94M	+648.92%
Dec 31, 2025	ROYAL BANK OF CANADA	0.42%	2.25M	132.35M	157.02K	+7.49%
Dec 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.49%	2.55M	149.94M	216.79K	+9.28%
Dec 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.54%	2.9M	170.31M	429.1K	+17.37%
Dec 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.54%	2.79M	163.67M	1.92M	+221.89%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.6%	3.25M	190.66M	-81.14K	-2.44%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.64%	3.43M	201.25M	80.71K	+2.41%
Dec 31, 2025	NORTHROCK PARTNERS, LLC	0.88%	4.73M	277.92M	341.58K	+7.78%
Dec 31, 2025	NORTHERN TRUST CORP	1.56%	8.43M	494.82M	336.23K	+4.16%
Dec 31, 2025	WESTERKIRK CAPITAL INC.	0.16%	868.15K	50.99M	868.15K	+100.00%
Dec 31, 2025	CITIGROUP INC	0.16%	884.95K	51.97M	13.33K	+1.53%
Dec 31, 2025	JPMORGAN CHASE & CO	8.54%	44.27M	2.6B	18.72M	+73.27%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.21%	1.11M	65.11M	-22.34K	-1.98%
Dec 31, 2025	ADVISER INVESTMENTS LLC	0.7%	3.8M	223.27M	-482.15K	-11.26%
Dec 31, 2025	STATE STREET CORP	0.82%	4.4M	258.41M	0	0
Dec 31, 2025	CERITY PARTNERS LLC	0.9%	4.83M	283.72M	869.18K	+21.94%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	1.06%	5.47M	321.13M	16.14K	+0.30%
Dec 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.56%	8.08M	474.47M	553.48K	+7.35%
Dec 31, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.21%	1.11M	65M	59.11K	+5.64%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.66%	8.96M	526.14M	2.26M	+33.75%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.23%	1.2M	70.59M	58.59K	+5.12%
Dec 31, 2025	SMITHFIELD TRUST CO	0.38%	2.03M	119.03M	-51.29K	-2.47%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.38%	1.97M	115.97M	1.78M	+908.11%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.17%	933.17K	54.81M	-134.81K	-12.62%
Dec 31, 2025	STRATA WEALTH ADVISORS, LLC	0.17%	905.35K	53.17M	16.42K	+1.85%
Dec 31, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.17%	870.94K	51.15M	-1.07M	-55.13%
Dec 31, 2025	FALCON WEALTH PLANNING	0.17%	871.55K	51.19M	55.77K	+6.84%
Dec 31, 2025	49 WEALTH MANAGEMENT, LLC	0.18%	923.85K	54.26M	189.27K	+25.77%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.18%	924.56K	54.3M	55.21K	+6.35%
Dec 31, 2025	CHEMISTRY WEALTH MANAGEMENT LLC	0.2%	1.03M	60.6M	30.28K	+3.02%
Dec 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.21%	1.13M	66.12M	26.44K	+2.41%
Dec 31, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.28%	1.48M	87.12M	421.37K	+39.68%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.7%	3.76M	220.63M	-20.72K	-0.55%
Dec 31, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.18%	949.15K	55.74M	54.68K	+6.11%
Dec 31, 2025	CORNERSTONE WEALTH ADVISORS, INC.	0.18%	949.82K	55.78M	50.64K	+5.63%
Dec 31, 2025	OAK HARVEST INVESTMENT SERVICES	0.18%	953.52K	56M	73.94K	+8.41%
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.19%	1.04M	61.1M	185.8K	+21.74%
Dec 31, 2025	MAYPORT, LLC	0.21%	1.09M	64.19M	149.99K	+15.91%
Dec 31, 2025	ADVISORY ALPHA, LLC	0.24%	1.3M	76.43M	17.52K	+1.36%
Dec 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.24%	1.3M	76.5M	31.77K	+2.50%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.24%	1.31M	76.65M	86.74K	+7.12%
Dec 31, 2025	EVENSKY & KATZ LLC	0.24%	1.27M	74.36M	45.21K	+3.70%
Dec 31, 2025	ELM PARTNERS MANAGEMENT LLC	0.25%	1.33M	78.04M	488.68K	+58.17%
Dec 31, 2025	COLONY GROUP, LLC	0.25%	1.37M	80.63M	1.18M	+613.80%
Dec 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.26%	1.4M	82.22M	304.85K	+27.84%
Dec 31, 2025	VALMARK ADVISERS, INC.	0.26%	1.35M	79.18M	36.5K	+2.78%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.63%	3.42M	201M	158.46K	+4.85%
Dec 31, 2025	LPL FINANCIAL LLC	0.65%	3.5M	205.59M	782.8K	+28.80%
Dec 31, 2025	M&T BANK CORP	0.65%	3.39M	199.09M	85.36K	+2.58%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.32%	1.72M	101.17M	1.43M	+488.17%
Dec 31, 2025	UBS GROUP AG	0.47%	2.52M	147.73M	167.02K	+7.11%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.93%	10.4M	611.08M	505.2K	+5.10%
Dec 31, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.2%	1.08M	63.35M	68.3K	+6.76%
Dec 31, 2025	MORGAN STANLEY	4.42%	23.77M	1.4B	1.69M	+7.63%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.27%	1.27M	74.54M	905.53K	+250.75%
Sep 30, 2025	EVENSKY & KATZ LLC	0.26%	1.22M	71.85M	45.31K	+3.85%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.26%	1.22M	71.71M	339.82K	+38.68%
Sep 30, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.19%	894.47K	52.64M	76.66K	+9.37%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.23%	1.07M	62.95M	-21.3K	-1.95%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	1.43M	84.45M	194.12K	+15.65%
Sep 30, 2025	MORGAN STANLEY	4.71%	22.08M	1.3B	1.61M	+7.84%
Sep 30, 2025	JPMORGAN CHASE & CO	5.45%	25.55M	1.5B	198.59K	+0.78%
Sep 30, 2025	NEPC LLC	0.26%	1.23M	72.19M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.43%	1.99M	117.36M	91.43K	+4.81%
Sep 30, 2025	ROYAL BANK OF CANADA	0.45%	2.1M	123.38M	57.74K	+2.83%
Sep 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.51%	2.38M	139.85M	55.33K	+2.38%
Sep 30, 2025	CERITY PARTNERS LLC	0.85%	3.96M	233.15M	283.75K	+7.71%
Sep 30, 2025	NORTHROCK PARTNERS, LLC	0.94%	4.39M	258.38M	287.25K	+7.00%
Sep 30, 2025	STATE STREET CORP	0.94%	4.4M	258.94M	250K	+6.02%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.34%	1.59M	93.77M	89.9K	+5.98%
Sep 30, 2025	ALTA ADVISERS LTD	0.14%	663.03K	37.9M	264.37K	+66.32%
Sep 30, 2025	1834 INVESTMENT ADVISORS CO	0.15%	710.68K	41.82M	-100	-0.01%
Sep 30, 2025	49 WEALTH MANAGEMENT, LLC	0.16%	734.58K	43.23M	602.15K	+454.71%
Sep 30, 2025	PORTLAND GLOBAL ADVISORS LLC	0.16%	748.4K	44.04M	43.14K	+6.12%
Sep 30, 2025	FOSTER GROUP, INC.	0.16%	758.06K	44.61M	25.23K	+3.44%
Sep 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.16%	767.54K	45.17M	27.16K	+3.67%
Sep 30, 2025	PATTEN & PATTEN INC/TN	0.17%	807.68K	47.53M	64.57K	+8.69%
Sep 30, 2025	INSIGHT 2811, INC.	0.17%	810.72K	47.71M	19.23K	+2.43%
Sep 30, 2025	FALCON WEALTH PLANNING	0.17%	815.78K	48.01M	64.27K	+8.55%
Sep 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.17%	819.37K	48.22M	16.34K	+2.04%
Sep 30, 2025	ELM PARTNERS MANAGEMENT LLC	0.18%	840.03K	49.44M	469.57K	+126.75%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.18%	854.48K	50.29M	-598.6K	-41.20%
Sep 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.18%	865.76K	50.95M	-668.26K	-43.56%
Sep 30, 2025	AE WEALTH MANAGEMENT LLC	0.19%	869.35K	51.16M	42.86K	+5.19%
Sep 30, 2025	CITIGROUP INC	0.19%	871.63K	51.3M	-55.46K	-5.98%
Sep 30, 2025	OAK HARVEST INVESTMENT SERVICES	0.19%	879.58K	51.76M	27.24K	+3.20%
Sep 30, 2025	STRATA WEALTH ADVISORS, LLC	0.19%	888.93K	52.31M	-55.97K	-5.92%
Sep 30, 2025	CORNERSTONE WEALTH ADVISORS, INC.	0.19%	899.19K	52.92M	38.26K	+4.44%
Sep 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.53%	2.47M	145.41M	-147.97K	-5.65%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.7%	3.26M	192.09M	83.57K	+2.63%
Sep 30, 2025	CHEMISTRY WEALTH MANAGEMENT LLC	0.21%	1M	58.94M	26.86K	+2.76%
Sep 30, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.23%	1.06M	62.5M	27.28K	+2.64%
Sep 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.23%	1.1M	64.45M	-110.58K	-9.17%
Sep 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	1.05M	61.65M	34.86K	+3.44%
Sep 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.22%	1.01M	59.46M	225.48K	+28.73%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	1.02M	59.83M	-19.9K	-1.92%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	1.16%	5.45M	320.84M	-498.97K	-8.38%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.91%	4.28M	252.1M	369.92K	+9.45%
Sep 30, 2025	M&T BANK CORP	0.71%	3.3M	194.47M	142.01K	+4.49%
Sep 30, 2025	LPL FINANCIAL LLC	0.58%	2.72M	159.94M	389.14K	+16.71%
Sep 30, 2025	UBS GROUP AG	0.5%	2.35M	138.2M	-67.45K	-2.79%
Sep 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.5%	2.34M	137.49M	188.6K	+8.78%
Sep 30, 2025	SMITHFIELD TRUST CO	0.44%	2.08M	122.28M	34.73K	+1.70%
Sep 30, 2025	BROWN ADVISORY INC	0.37%	1.72M	101.08M	102.6K	+6.35%
Sep 30, 2025	ADVISORY ALPHA, LLC	0.27%	1.28M	75.4M	50.99K	+4.14%
Sep 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.27%	1.26M	74.23M	394.29K	+45.45%
Sep 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.23%	1.1M	64.7M	57.8K	+5.55%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.23%	1.07M	62.85M	-957.16K	-47.26%
Sep 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.61%	7.53M	442.87M	224.52K	+3.08%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.43%	6.7M	394.18M	946.53K	+16.46%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	2.11%	9.9M	582.6M	1.16M	+13.31%
Sep 30, 2025	NORTHERN TRUST CORP	1.73%	8.09M	476.05M	1.4M	+20.87%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	3.33M	195.82M	31.39K	+0.95%
Sep 30, 2025	CREATIVE PLANNING	0.34%	1.59M	93.71M	103.09K	+6.92%
Sep 30, 2025	FIRST FINANCIAL BANKSHARES INC	0.27%	1.27M	74.78M	53.07K	+4.36%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.24%	1.14M	67.28M	1.06M	+1,216.25%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.24%	1.13M	66.56M	18.82K	+1.69%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.81%	3.78M	222.3M	6.62K	+0.18%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.71%	3.35M	196.7M	689.18K	+25.94%
Sep 30, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.41%	1.94M	114.1M	62.11K	+3.31%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.41%	1.93M	113.31M	20.85K	+1.10%
Sep 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.34%	1.62M	95.09M	203.1K	+14.38%
Sep 30, 2025	VALMARK ADVISERS, INC.	0.28%	1.31M	77.2M	38.17K	+3.00%
Jun 30, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.56%	2.62M	153.93M	-1.87M	-41.72%
Jun 30, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.57%	7.3M	429.14M	-235.09K	-3.12%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.19%	878.64K	51.65M	323.27K	+58.21%
Jun 30, 2025	INSIGHT 2811, INC.	0.17%	791.49K	46.52M	47.93K	+6.45%
Jun 30, 2025	TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.17%	784.88K	46.14M	9.84K	+1.27%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.16%	754.84K	44.37M	498	+0.07%
Jun 30, 2025	PATTEN & PATTEN INC/TN	0.16%	743.11K	43.68M	82.68K	+12.52%
Jun 30, 2025	WEALTH DIMENSIONS GROUP, LTD.	0.16%	740.38K	43.52M	-8.06K	-1.08%
Jun 30, 2025	CERITY PARTNERS LLC	0.79%	3.68M	216.19M	11.1K	+0.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.71%	3.3M	193.75M	304.82K	+10.19%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.68%	3.18M	186.94M	526.65K	+19.85%
Jun 30, 2025	UBS GROUP AG	0.52%	2.42M	142M	607.67K	+33.61%
Jun 30, 2025	LPL FINANCIAL LLC	0.5%	2.33M	136.88M	59.39K	+2.62%
Jun 30, 2025	SUMMIT TRAIL ADVISORS, LLC	0.5%	2.32M	136.43M	-48.74K	-2.06%
Jun 30, 2025	PURE FINANCIAL ADVISORS, LLC	0.46%	2.15M	126.24M	123.51K	+6.10%
Jun 30, 2025	SMITHFIELD TRUST CO	0.44%	2.04M	120.12M	-2.26K	-0.11%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.44%	2.03M	119.04M	12.14K	+0.60%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.41%	1.9M	111.95M	-127.48K	-6.27%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.41%	1.9M	111.84M	-143.28K	-7.00%
Jun 30, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.4%	1.88M	110.44M	106.71K	+6.02%
Jun 30, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.33%	1.53M	90.17M	92.48K	+6.42%
Jun 30, 2025	CREATIVE PLANNING	0.32%	1.49M	87.54M	76.03K	+5.38%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.32%	1.48M	86.71M	28.95K	+2.00%
Jun 30, 2025	VALMARK ADVISERS, INC.	0.27%	1.27M	74.86M	10.16K	+0.80%
Jun 30, 2025	ADVISORY ALPHA, LLC	0.26%	1.23M	72.47M	-42.9K	-3.36%
Jun 30, 2025	NEPC LLC	0.26%	1.23M	72.11B	0	0
Jun 30, 2025	FIRST FINANCIAL BANKSHARES INC	0.26%	1.22M	71.58M	38.86K	+3.30%
Jun 30, 2025	EVENSKY & KATZ LLC	0.25%	1.18M	69.11M	17.82K	+1.54%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.24%	1.12M	65.65M	-617.8K	-35.61%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.24%	1.11M	65.37M	120.22K	+12.12%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.23%	1.09M	64.13M	73.62K	+7.24%
Jun 30, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.22%	1.04M	61.23M	8.31K	+0.80%
Jun 30, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.22%	1.03M	60.82M	9.67K	+0.94%
Jun 30, 2025	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.22%	1.01M	59.53M	32.65K	+3.33%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.26%	1.21M	70.87M	50.14K	+4.34%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	1.04M	60.93M	28.35K	+2.81%
Jun 30, 2025	MORGAN STANLEY	4.4%	20.48M	1.2T	-1.78M	-7.98%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.92%	4.28M	251.75M	-67.5K	-1.55%
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0.88%	4.1M	241.19M	243.36K	+6.30%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.84%	3.91M	230.06M	2.45M	+167.81%
Jun 30, 2025	ROYAL BANK OF CANADA	0.44%	2.04M	119.84M	-304.28K	-12.99%
Jun 30, 2025	TD PRIVATE CLIENT WEALTH LLC	0.3%	1.41M	83.04M	66.29K	+4.92%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.27%	1.25M	73.57M	-205.52K	-14.10%
Jun 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.24%	1.13M	66.32M	960.71K	+573.35%
Jun 30, 2025	CHEMISTRY WEALTH MANAGEMENT LLC	0.21%	974.64K	57.29M	25.35K	+2.67%
Jun 30, 2025	STRATA WEALTH ADVISORS, LLC	0.2%	944.9K	55.54M	8.87K	+0.95%
Jun 30, 2025	MAYPORT, LLC	0.16%	746.15K	43.86M	37.47K	+5.29%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	1.24%	5.75M	338.07M	898.64K	+18.52%
Jun 30, 2025	M&T BANK CORP	0.68%	3.16M	185.89M	-77.94K	-2.41%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	2.66M	161.1M	23.75K	+0.90%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.32%	1.48M	86.71M	358.34K	+32.09%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.32%	1.5M	88.38M	90.61K	+6.41%
Jun 30, 2025	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	0.19%	867.51K	50.34M	392.99K	+82.82%
Jun 30, 2025	CORNERSTONE WEALTH ADVISORS, INC.	0.19%	860.92K	50.6M	16.22K	+1.92%
Jun 30, 2025	ARMSTRONG ADVISORY GROUP, INC	0.18%	858.78K	50.48M	838.69K	+4,174.04%
Jun 30, 2025	OAK HARVEST INVESTMENT SERVICES	0.18%	852.34K	50.1M	23.7K	+2.86%
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0.18%	826.49K	48.58M	-196.43K	-19.20%
Jun 30, 2025	PRESILIUM PRIVATE WEALTH, LLC	0.18%	817.81K	48.07M	59.1K	+7.79%
Jun 30, 2025	AMI INVESTMENT MANAGEMENT INC	0.17%	803.02K	47.2M	103.87K	+14.86%
Jun 30, 2025	FALCON WEALTH PLANNING	0.16%	751.51K	44.17M	29.77K	+4.12%
Jun 30, 2025	BROWN ADVISORY INC	0.35%	1.62M	94.93M	381.68K	+30.95%
Jun 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.31%	1.45M	85.41M	1.45M	+41,691.11%
Jun 30, 2025	JPMORGAN CHASE & CO	5.45%	25.35M	1.49B	-18.15M	-41.73%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.88%	8.74M	513.57M	1.83M	+26.45%
Jun 30, 2025	NORTHERN TRUST CORP	1.44%	6.69M	393.4M	427.07K	+6.82%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	1.28%	5.95M	349.79B	391.18K	+7.04%
Jun 30, 2025	STATE STREET CORP	0.89%	4.15M	243.94M	-350K	-7.78%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.81%	3.77M	221.65M	672.96K	+21.72%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	1.24M	72.92M	31.63K	+2.62%
Mar 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.25%	1.18M	69.19M	21.35K	+1.84%
Mar 31, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.24%	1.16M	67.82M	581.31K	+101.22%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.5%	2.37M	139.08M	1.87M	+370.17%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.56%	2.63M	154.21M	1.86M	+240.86%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.56%	2.65M	155.75M	327.87K	+14.10%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.63%	2.99M	175.56M	-366.28K	-10.91%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	1.21M	70.96M	231.11K	+23.63%
Mar 31, 2025	BROWN ADVISORY INC	0.26%	1.23M	72.39M	62.36K	+5.33%
Mar 31, 2025	TD PRIVATE CLIENT WEALTH LLC	0.28%	1.35M	79.02M	86.6K	+6.87%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.3%	1.41M	82.92M	8.88K	+0.63%
Mar 31, 2025	CREATIVE PLANNING	0.3%	1.41M	82.95M	358.59K	+34.00%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.66%	3.1M	181.81M	-100.79K	-3.15%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0.82%	3.86M	226.54M	251.65K	+6.97%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.43%	2.01M	118.14M	-74.87K	-3.59%
Mar 31, 2025	PURE FINANCIAL ADVISORS, LLC	0.43%	2.02M	118.8M	182.25K	+9.89%
Mar 31, 2025	RONALD BLUE TRUST, INC.	0.43%	2.03M	119.26M	-1.41M	-40.94%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.43%	2.05M	120.08M	15.12K	+0.74%
Mar 31, 2025	LPL FINANCIAL LLC	0.48%	2.27M	133.18M	248.69K	+12.31%
Mar 31, 2025	ROYAL BANK OF CANADA	0.5%	2.34M	137.52M	374.85K	+19.05%
Mar 31, 2025	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.31%	1.44M	84.6M	1.02M	+242.70%
Mar 31, 2025	VALMARK ADVISERS, INC.	0.27%	1.26M	74.15M	-8.55K	-0.67%
Mar 31, 2025	ADVISORY ALPHA, LLC	0.27%	1.28M	74.82M	-669.77K	-34.43%
Mar 31, 2025	CERITY PARTNERS LLC	0.78%	3.67M	215.21M	203.88K	+5.89%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.92%	4.35M	255.33M	146.82K	+3.49%
Mar 31, 2025	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.95%	4.49M	263.72M	2.02M	+81.61%
Mar 31, 2025	STATE STREET CORP	0.95%	4.5M	264.11M	0	0
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	1.01M	59.18M	501.84K	+99.05%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.22%	1.02M	59.71M	119.19K	+13.27%
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0.22%	1.02M	60.03M	-142.67K	-12.24%
Mar 31, 2025	MILLER INVESTMENT MANAGEMENT, LP	0.22%	1.03M	60.16M	3.03K	+0.30%
Mar 31, 2025	FIRST COMMAND ADVISORY SERVICES, INC.	0.22%	1.03M	60.65M	35.51K	+3.56%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	0.22%	1.04M	61.29M	68.93K	+7.07%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.24%	1.12M	65.55M	820.45K	+276.80%
Mar 31, 2025	UBS GROUP AG	0.38%	1.81M	106.12M	42.93K	+2.43%
Mar 31, 2025	NEPC LLC	0.26%	1.23M	72M	-686.92K	-35.90%
Mar 31, 2025	M&T BANK CORP	0.69%	3.24M	190.18M	85.63K	+2.71%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	1.03%	4.85M	284.81M	708.37K	+17.09%
Mar 31, 2025	SMITHFIELD TRUST CO	0.43%	2.05M	120.06M	-3.55K	-0.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	1.18%	5.56M	326.29M	295.03K	+5.60%
Mar 31, 2025	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.38%	1.77M	104.01M	50.41K	+2.93%
Mar 31, 2025	NORTHERN TRUST CORP	1.33%	6.27M	367.73M	429.64K	+7.36%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.46%	6.91M	405.54M	-220.53K	-3.09%
Mar 31, 2025	MONEY DESIGN CO.,LTD.	0.31%	1.46M	85.51M	-821.72K	-36.06%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.37%	1.73M	101.81M	261.83K	+17.78%
Mar 31, 2025	ADVISER INVESTMENTS LLC	0.31%	1.46M	85.77M	1.39M	+2,004.18%
Mar 31, 2025	ORGEL WEALTH MANAGEMENT, LLC	1.6%	7.54M	442.28M	125.79K	+1.70%
Mar 31, 2025	MORGAN STANLEY	4.71%	22.25M	1.31B	384K	+1.76%
Mar 31, 2025	JPMORGAN CHASE & CO	9.21%	43.51M	2.55B	5.89M	+15.65%
Mar 31, 2025	EVENSKY & KATZ LLC	0.25%	1.16M	67.95M	25.24K	+2.23%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	1.45M	84.88M	231.19K	+19.03%
Mar 31, 2024	ALTA ADVISERS LTD	0.16%	699.43K	40.62M	30.75K	+4.60%
Mar 31, 2024	1834 INVESTMENT ADVISORS CO	0.17%	734.01K	42.62M	1.74K	+0.24%
Mar 31, 2024	PACIFIC SAGE PARTNERS, LLC	0.18%	753.1K	43.73M	-450	-0.06%
Mar 31, 2024	CETERA ADVISORS LLC	0.18%	760.08K	44.14M	141.85K	+22.94%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.18%	769.41K	44.68M	-169.91K	-18.09%
Mar 31, 2024	CREATIVE PLANNING	0.18%	775.15K	45.01M	-252.14K	-24.54%
Mar 31, 2024	INSIGHT 2811, INC.	0.19%	810.98K	47.09M	26.77K	+3.41%
Mar 31, 2024	OAK HARVEST INVESTMENT SERVICES	0.19%	821.16K	47.68M	121.45K	+17.36%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	1.49M	86.25M	-17.94K	-1.19%
Mar 31, 2024	BROWN ADVISORY INC	0.36%	1.47M	85.48M	-225.81K	-13.30%
Mar 31, 2024	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.37%	1.54M	89.71M	128.65K	+9.08%
Mar 31, 2024	LPL FINANCIAL LLC	0.39%	1.68M	97.32M	-241.88K	-12.61%
Mar 31, 2024	EAGLE RIDGE INVESTMENT MANAGEMENT	0.18%	780.05K	45.3M	23.33K	+3.08%
Mar 31, 2024	MORGAN STANLEY	5.12%	21.75M	1.26B	1.73M	+8.65%
Mar 31, 2024	M&T BANK CORP	0.99%	4.09M	237.69M	151.82K	+3.85%
Mar 31, 2024	NORTHERN TRUST CORP	1%	4.26M	247.43M	1.04M	+32.10%
Mar 31, 2024	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	1.05%	4.34M	251.98M	36K	+0.84%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.42%	6.02M	349.8M	-209.79K	-3.37%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.58%	6.73M	390.53M	2.44M	+56.86%
Mar 31, 2024	ORGEL WEALTH MANAGEMENT, LLC	1.65%	6.81M	395.66M	385.61K	+6.00%
Mar 31, 2024	JPMORGAN CHASE & CO	7.75%	32.92M	1.91B	-18.09M	-35.46%
Mar 31, 2024	STRATA WEALTH ADVISORS, LLC	0.2%	839.76K	48.76M	76.4K	+10.01%
Mar 31, 2024	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.21%	850.5K	49.39M	20.42K	+2.46%
Mar 31, 2024	CHEMISTRY WEALTH MANAGEMENT LLC	0.21%	852.58K	49.51M	29.57K	+3.59%
Mar 31, 2024	BOK FINANCIAL PRIVATE WEALTH, INC.	0.22%	911.39K	52.92M	113.84K	+14.27%
Mar 31, 2024	OLD NATIONAL BANCORP /IN/	0.23%	962.89K	55.91M	179.32K	+22.89%
Mar 31, 2024	DEFENDER CAPITAL, LLC.	0.23%	968.98K	56.27M	-114.08K	-10.53%
Mar 31, 2024	AE WEALTH MANAGEMENT LLC	0.24%	1.01M	58.45M	-1.18M	-53.95%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.25%	1.01M	58.45M	-38.75K	-3.69%
Mar 31, 2024	FIRST FINANCIAL BANKSHARES INC	0.25%	1.05M	61.15M	27.68K	+2.70%
Mar 31, 2024	EVENSKY & KATZ LLC	0.26%	1.06M	61.63M	-28.95K	-2.66%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.27%	1.11M	64.65M	-90.48K	-7.52%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0.29%	1.18M	68.46M	1.18M	+920,888.28%
Mar 31, 2024	CORNERSTONE WEALTH ADVISORS, INC.	0.29%	1.19M	68.83M	38.18K	+3.33%
Mar 31, 2024	PURE FINANCIAL ADVISORS, LLC	0.29%	1.21M	70.1M	125.97K	+11.65%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.29%	1.25M	72.72M	-183.71K	-12.79%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.31%	1.32M	76.92M	-1.18M	-47.11%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.32%	1.3M	75.65M	1.1M	+557.99%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.33%	1.36M	79.23M	245.12K	+21.90%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.34%	1.39M	80.93M	84.24K	+6.43%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.41%	1.75M	101.49M	140.09K	+8.72%
Mar 31, 2024	SMITHFIELD TRUST CO	0.42%	1.71M	99.53M	105.98K	+6.59%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	1.81M	105.63M	117.62K	+6.97%
Mar 31, 2024	GITTERMAN WEALTH MANAGEMENT, LLC	0.43%	1.76M	102.02M	105.08K	+6.36%
Mar 31, 2024	ADVISORY ALPHA, LLC	0.43%	1.76M	102.27M	86.28K	+5.15%
Mar 31, 2024	NEPC LLC	0.46%	1.91M	111.12M	0	0
Mar 31, 2024	ROYAL BANK OF CANADA	0.51%	2.16M	125.43M	-201.67K	-8.54%
Mar 31, 2024	VALMARK ADVISERS, INC.	0.54%	2.23M	129.77M	41.11K	+1.87%
Mar 31, 2024	MONEY DESIGN CO.,LTD.	0.55%	2.27M	131.54M	83.31K	+3.82%
Mar 31, 2024	RONALD BLUE TRUST, INC.	0.56%	2.3M	133.65M	-583.99K	-20.24%
Mar 31, 2024	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.61%	2.51M	145.98M	-1.54M	-37.92%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.64%	2.63M	153.01M	223.29K	+9.26%
Mar 31, 2024	CERITY PARTNERS LLC	0.71%	2.94M	170.67M	1.24M	+72.69%
Mar 31, 2024	UBS GROUP AG	0.8%	3.39M	196.66M	-302.23K	-8.19%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.81%	3.34M	194.12M	-532.91K	-13.75%
Mar 31, 2024	STATE STREET CORP	0.94%	4M	232.28M	0	0
Mar 31, 2024	SCS CAPITAL MANAGEMENT LLC	0.95%	3.94M	228.87M	86.37K	+2.24%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.47%	6.23M	361.76M	-175.08K	-2.73%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	1.61%	6.85M	397.53M	3.19M	+87.11%
Mar 31, 2024	WEALTH DIMENSIONS GROUP, LTD.	0.15%	647.25K	37.59M	8.19K	+1.28%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.15%	651.63K	38.15M	-4.61K	-0.70%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.16%	685.22K	39.79M	-359.58K	-34.42%
Dec 31, 2023	JPMORGAN CHASE & CO	11%	51.01M	2.98B	-5.26M	-9.36%
Dec 31, 2023	CHEMISTRY WEALTH MANAGEMENT LLC	0.18%	823.01K	48.01M	21.83K	+2.72%
Dec 31, 2023	EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.18%	830.08K	48.42M	28.4K	+3.54%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.2%	939.33K	54.79M	49.01K	+5.50%
Dec 31, 2023	INTELLIGENCE DRIVEN ADVISERS, LLC	0.21%	963.96K	56.43M	87.6K	+10.00%
Dec 31, 2023	FIRST FINANCIAL BANKSHARES INC	0.22%	1.03M	59.81M	1.03M	+100.00%
Dec 31, 2023	CREATIVE PLANNING	0.22%	1.03M	59.92M	117.29K	+12.89%
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.23%	1.04M	61.01M	-11.03K	-1.05%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.23%	1.05M	61.31M	-860.95K	-45.03%
Dec 31, 2023	PURE FINANCIAL ADVISORS, LLC	0.23%	1.08M	63.07M	117.58K	+12.20%
Dec 31, 2023	DEFENDER CAPITAL, LLC.	0.23%	1.08M	63.17M	-49.1K	-4.34%
Dec 31, 2023	ESTATE COUNSELORS, LLC	0.23%	1.09M	63.54M	621.34K	+132.75%
Dec 31, 2023	EVENSKY & KATZ LLC	0.23%	1.09M	63.59M	64.37K	+6.27%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.24%	1.12M	65.29M	202.38K	+22.07%
Dec 31, 2023	CORNERSTONE WEALTH ADVISORS, INC.	0.25%	1.15M	66.91M	46.42K	+4.22%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	1.2M	70.22M	373.32K	+44.95%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.28%	1.31M	76.38M	-244.23K	-15.72%
Dec 31, 2023	ACROPOLIS INVESTMENT MANAGEMENT, LLC	0.31%	1.42M	82.6M	219.31K	+18.32%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.31%	1.44M	83.76M	170.49K	+13.47%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	1.5M	87.69M	-47.85K	-3.08%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.35%	1.61M	93.75M	73.88K	+4.82%
Dec 31, 2023	SMITHFIELD TRUST CO	0.35%	1.61M	93.8M	98.7K	+6.54%
Dec 31, 2023	GITTERMAN WEALTH MANAGEMENT, LLC	0.36%	1.65M	96.35M	27.22K	+1.68%
Dec 31, 2023	ADVISORY ALPHA, LLC	0.36%	1.67M	97.69M	37.1K	+2.27%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.36%	1.69M	98.44M	-198.26K	-10.51%
Dec 31, 2023	BROWN ADVISORY INC	0.37%	1.7M	99.03M	-225.02K	-11.70%
Dec 31, 2023	CERITY PARTNERS LLC	0.37%	1.7M	99.27M	1.68M	+7,707.32%
Dec 31, 2023		0.41%	1.91M	111.62M	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.41%	1.92M	111.87M	85.88K	+4.69%
Dec 31, 2023	MONEY DESIGN CO.,LTD.	0.47%	2.18M	127.26M	203.22K	+10.27%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.47%	2.19M	127.57M	354.97K	+19.39%
Dec 31, 2023	VALMARK ADVISERS, INC.	0.47%	2.19M	127.95M	156.96K	+7.71%
Dec 31, 2023	ROYAL BANK OF CANADA	0.51%	2.36M	137.76M	-86.75K	-3.54%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.52%	2.41M	140.67M	193.44K	+8.72%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.54%	2.5M	146.08M	-347.77K	-12.19%
Dec 31, 2023	RONALD BLUE TRUST, INC.	0.62%	2.89M	166.21M	-968.97K	-25.14%
Dec 31, 2023	NORTHERN TRUST CORP	0.7%	3.23M	188.14M	1.68M	+109.19%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.79%	3.66M	213.41M	-1.08M	-22.86%
Dec 31, 2023	UBS GROUP AG	0.8%	3.69M	215.17M	1.22M	+49.20%
Dec 31, 2023	SCS CAPITAL MANAGEMENT LLC	0.83%	3.85M	224.86M	-85.46K	-2.17%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.84%	3.88M	226.07M	315.88K	+8.87%
Dec 31, 2023	M&T BANK CORP	0.85%	3.94M	229.9M	251.07K	+6.80%
Dec 31, 2023	STATE STREET CORP	0.86%	4M	233.32M	-3M	-42.86%
Dec 31, 2023	MORGAN STANLEY	4.32%	20.02M	1.17B	1.2M	+6.37%
Dec 31, 2023	PARTNERS CAPITAL INVESTMENT GROUP, LLP	0.87%	4.05M	236.18M	561.78K	+16.11%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.92%	4.29M	250.07M	273.78K	+6.82%
Dec 31, 2023	MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN	0.93%	4.3M	251.01M	-211.56K	-4.69%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.34%	6.23M	363.61M	459.75K	+7.96%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.38%	6.4M	373.59M	-557.37K	-8.01%
Dec 31, 2023	ORGEL WEALTH MANAGEMENT, LLC	1.39%	6.43M	374.94M	20.76K	+0.32%

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