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Vanguard SH Term Tax-Ex Bond (VTES)

CUSIP: 921935870 | NYSE | 437 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gleason Group, Inc.361,222
3.1% of portfolio›$35.6M
Altiora Financial Group, LLC118,503
1.9% of portfolio›$11.7M
Wealth Enhancement Advisory Services, LLC117,909
0.0% of portfolio›$11.6M
S.A. Mason LLC100,969
2.9% of portfolio›$10.0M
TruNorth Capital Management, LLC90,580
1.4% of portfolio›$8.9M
Commonwealth Equity Services, LLC84,621
0.0% of portfolio›$8.3M
Apella Capital, LLC81,600
0.1% of portfolio›$8.0M
Beacon Bank & Trust81,438
1.6% of portfolio›$8.0M
Truist Financial Corp79,496
0.0% of portfolio›$7.8M
Eclectic Associates Inc74,806
0.8% of portfolio›$7.4M
RW Investment Management LLC69,218
0.6% of portfolio›$6.8M
Waterway Wealth Management, LLC65,207
1.2% of portfolio›$6.4M
Farther Finance Advisors, LLC63,017
0.0% of portfolio›$6.2M
Hanson & Doremus Investment Management61,684
0.0% of portfolio›$6.1K
First Affirmative Financial Network58,744
1.3% of portfolio›$5.8M
Slow Capital, Inc.53,705
0.6% of portfolio›$5.3M
Capital Investment Services of America, Inc.49,560
0.4% of portfolio›$4.9M
Firestone Capital Management48,014
0.9% of portfolio›$4.7M
Wedmont Private Capital44,303
0.1% of portfolio›$4.4M
Ashton Thomas Private Wealth, LLC42,267
0.1% of portfolio›$4.2M
Burton Enright Welch39,341
0.4% of portfolio›$3.9M
Diversified Portfolios, Inc.38,790
0.3% of portfolio›$3.8M
Genesis Private Wealth, LLC33,910
0.9% of portfolio›$3.3M
Sterling Financial Planning, Inc.33,282
0.9% of portfolio›$3.3M
Haven Private, LLC33,242
1.3% of portfolio›$3.3M
Avior Wealth Management, LLC30,320
0.1% of portfolio›$3.0M
Presilium Private Wealth, LLC30,009
0.4% of portfolio›$3.0M
Americana Partners, LLC29,600
0.1% of portfolio›$2.9M
Atria Investments, Inc29,114
0.0% of portfolio›$2.9M
Prospera Financial Services Inc28,030
0.0% of portfolio›$2.8M
Single Point Partners, LLC27,317
0.5% of portfolio›$2.7M
Evanson Financial, LLC26,958
0.1% of portfolio›$2.7M
Frankly Finances, LLC26,951
2.1% of portfolio›$2.7M
TCI Wealth Advisors, Inc.26,457
0.1% of portfolio›$2.6M
Entrust Financial LLC26,143
1.3% of portfolio›$2.6M
XML Financial, LLC24,511
0.2% of portfolio›$2.4M
Brown Wealth Management, LLC23,564
0.5% of portfolio›$2.3M
Surience Private Wealth LLC22,003
2.1% of portfolio›$2.2M
Winnacle Wealth LLC21,575
1.4% of portfolio›$2.1M
Kestra Advisory Services, LLC21,554
0.0% of portfolio›$2.1M
Laurel Wealth Advisors LLC21,343
0.2% of portfolio›$2.1M
Eagle Rock Investment Company, LLC21,216
0.3% of portfolio›$2.1M
HB Wealth Management, LLC20,871
0.0% of portfolio›$2.1M
Modera Wealth Management, LLC20,559
0.0% of portfolio›$2.0M
Mann Financial Group, Inc.20,365
1.6% of portfolio›$2.0M
BIP Wealth, LLC19,745
0.1% of portfolio›$1.9M
BlueChip Wealth Advisors LLC19,657
0.6% of portfolio›$1.9M
Compound Planning, Inc.18,992
0.0% of portfolio›$1.9M
GEN Financial Management, Inc.18,133
1.0% of portfolio›$1.8M
McNaughton Wealth Management, LLC16,827
0.6% of portfolio›$1.7M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors15,870
0.1% of portfolio›$1.6M
Daymark Wealth Partners, LLC15,570
0.0% of portfolio›$1.5M
Integrity Investment Advisors, LLC14,971
0.6% of portfolio›$1.5M
Allodium Investment Consultants, LLC14,862
0.6% of portfolio›$1.5M
Provenance Wealth Advisors, LLC14,665
0.1% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.14,343
0.0% of portfolio›$1.4K
Capital Advisors Wealth Management, LLC14,326
0.2% of portfolio›$1.4M
Flagship Harbor Advisors, LLC13,859
0.1% of portfolio›$1.4M
Valeo Financial Advisors, LLC12,290
0.0% of portfolio›$1.2M
SwitchPoint Financial Planning, LLC12,278
0.7% of portfolio›$1.2M
Signal Advisors Wealth, LLC11,888
0.1% of portfolio›$1.2M
Elser Financial Planning, Inc11,727
0.1% of portfolio›$1.2M
Alhambra Investment Management LLC11,700
0.5% of portfolio›$1.2M
Whitegate Investment Counselors, Inc.11,270
0.3% of portfolio›$1.1M
Congress Park Capital LLC10,000
0.3% of portfolio›$986.0K
Thrive Wealth Management, LLC9,540
0.1% of portfolio›$940.7K
Creative Planning9,476
0.0% of portfolio›$934.3K
Three Arch Wealth Management LLC8,870
0.1% of portfolio›$874.6K
Lighthouse Financial LLC8,610
0.4% of portfolio›$848.9K
Valen Private Capital, LLC8,413
0.3% of portfolio›$829.5K
Stone Loft Wealth Management LLC8,256
0.4% of portfolio›$814.0K
HUB Investment Partners, LLC8,169
0.0% of portfolio›$805.5K
Concurrent Investment Advisors, LLC8,137
0.0% of portfolio›$802.3K
Integrity Advisory Solutions, LLC7,913
0.1% of portfolio›$780.2K
Willow Creek Wealth Management Inc.7,674
0.0% of portfolio›$756.7K
R2 Capital Strategies, LLC7,580
0.3% of portfolio›$747.4K
Avidian Wealth Enterprises, LLC7,530
0.0% of portfolio›$742.5K
WealthSpring Partners, LLC7,223
0.8% of portfolio›$712.2K
Vise Technologies, Inc.7,113
0.0% of portfolio›$701.3K
Roan Capital Partners7,111
0.5% of portfolio›$701.1K
Root Financial Partners, LLC7,095
0.0% of portfolio›$699.6K
Donalies Financial Planning, LLC6,948
0.5% of portfolio›$685.0K
EnRich Financial Partners LLC6,825
0.2% of portfolio›$672.9K
Mccarter Private Wealth Services LLC6,810
0.2% of portfolio›$671.5K
Manuka Financial, LLC6,769
0.3% of portfolio›$667.4K
RCS Financial Planning, LLC6,656
0.4% of portfolio›$656.3K
Creative Financial Designs Inc6,326
0.0% of portfolio›$623.7K
Hurlow Wealth Management Group, Inc.6,238
0.1% of portfolio›$615.1K
Symmetry Partners, LLC5,977
0.0% of portfolio›$589.3K
Glass Jacobson Investment Advisors llc5,965
0.2% of portfolio›$588.1K
CoreCap Advisors, LLC5,908
0.0% of portfolio›$582.5K
First Heartland Consultants, Inc.5,641
0.0% of portfolio›$556.2K
Hughes Financial Services, LLC5,433
0.1% of portfolio›$545.9K
Montis Financial, LLC5,314
0.1% of portfolio›$524.0K
VestGen Advisors, LLC5,274
0.0% of portfolio›$520.0K
L.K. Benson & Company, P.C.5,206
0.2% of portfolio›$513.3K
Independent Financial Group, LLC5,204
0.0% of portfolio›$513.1K
Aspiriant, LLC5,159
0.0% of portfolio›$508.7K
Quantum Financial Planning Services, Inc.5,079
0.1% of portfolio›$500.8K
Piscataqua Savings Bank5,000
0.3% of portfolio›$493.0K
Arbor Investment Advisors, LLC4,916
0.1% of portfolio›$484.7K
EverSource Wealth Advisors, LLC4,897
0.0% of portfolio›$482.8K
Rudd Co d/b/a Styre Wealth4,848
0.5% of portfolio›$482.4K
Kestra Private Wealth Services, LLC4,686
0.0% of portfolio›$462.0K
Gutierrez Wealth Advisory, LLC4,575
0.2% of portfolio›$451.1K
Burk Holdings LLC4,465
0.2% of portfolio›$440.2K
SigFig Wealth Management, LLC4,230
0.0% of portfolio›$417.1K
Stone Summit Wealth LLC4,193
0.1% of portfolio›$413.5K
Pillar Financial Advisors, LLC4,183
0.2% of portfolio›$412.4K
First Interstate Bank4,090
0.0% of portfolio›$403.3K
Directional Asset Management4,079
0.3% of portfolio›$402.2K
Greenspring Advisors, LLC3,987
0.0% of portfolio›$393.1K
Life Planning Partners, Inc3,987
0.3% of portfolio›$393.1K
Wedbush Securities Inc3,975
0.0% of portfolio›$392
PDS Planning, Inc3,965
0.0% of portfolio›$390.9K
Portfolio Resources Advisor Group, Inc.3,784
0.3% of portfolio›$382.0K
Level Financial Advisors3,693
0.1% of portfolio›$364.1K
Bryn Mawr Trust Advisors, LLC3,678
0.0% of portfolio›$362.7K
Lake Hills Wealth Management, LLC3,672
0.2% of portfolio›$362.1K
Krane Financial Solutions LLC3,671
0.2% of portfolio›$362.0K
RFG Advisory, LLC3,656
0.0% of portfolio›$360.5K
Tcfg Investment Advisors, LLC3,656
0.1% of portfolio›$360.5K
MCF Advisors LLC3,433
0.0% of portfolio›$338.5K
Worth Asset Management, LLC3,405
0.1% of portfolio›$335.7K
Integrated Advisors Network LLC3,286
0.0% of portfolio›$324.0K
Members Wealth LLC3,126
0.2% of portfolio›$308.1K
Brighton Jones LLC3,048
0.0% of portfolio›$300.5K
Trellis Wealth Advisors LLC2,984
0.1% of portfolio›$294.2K
Heartwood Wealth Advisors LLC2,980
0.0% of portfolio›$293.8K
Burney Co/2,665
0.0% of portfolio›$262.8K
Signature Equity Partners, LLC2,643
0.1% of portfolio›$260.6K
Elevatus Welath Management2,629
0.1% of portfolio›$259.3K
BOS Asset Management, LLC2,545
0.1% of portfolio›$250.9K
180 Wealth Advisors, LLC2,500
0.0% of portfolio›$246.5K
North Star Investment Management Corp.2,460
0.0% of portfolio›$242.6K
Lodestone Wealth Management LLC2,450
0.1% of portfolio›$241.6K
Amicus Financial Advisors, LLC2,439
0.1% of portfolio›$240.5K
Retirement Planning Group, LLC2,377
0.0% of portfolio›$234.4K
Washington Trust Advisors, Inc.2,363
0.0% of portfolio›$233.0K
Cassilly Financial Group LLC2,296
0.2% of portfolio›$226.4K
Acumen Wealth Advisors, LLC2,273
0.0% of portfolio›$224.1K
Cornerstone Wealth Group, LLC2,249
0.0% of portfolio›$221.8K
B. Riley Wealth Advisors, Inc.2,118
0.0% of portfolio›$208.8K
Perigon Wealth Management, LLC2,111
0.0% of portfolio›$208.1K
Triumph Capital Management2,075
0.0% of portfolio›$204.6K
Ballast Rock Private Wealth LLC2,035
0.1% of portfolio›$200.7K
Choreo, LLC2,034
0.0% of portfolio›$200.6K
JFS Wealth Advisors, LLC1,976
0.0% of portfolio›$194.8K
Wealth Enhancement Trust Services, Inc.1,970
0.0% of portfolio›$194.2K
3 Factor Indexing, LLC1,868
0.2% of portfolio›$184.2K
Westside Investment Management, Inc.1,750
0.0% of portfolio›$172.6K
American National Bank & Trust1,475
0.0% of portfolio›$145.4K
Capital Investment Advisory Services, LLC1,262
0.0% of portfolio›$124.0K
Rossby Financial, LCC1,114
0.0% of portfolio›$109.8K
Birchwood Financial Partners, Inc.875
0.1% of portfolio›$86.3K
Armstrong Advisory Group, Inc808
0.0% of portfolio›$79.7K
Nfsg Corp742
0.0% of portfolio›$73.2K
Financial Management Professionals, Inc.700
0.0% of portfolio›$69.0K
Planning Strategies Inc.548
0.0% of portfolio›$54.0K
Ascentis Independent Advisors513
0.0% of portfolio›$50.6K
Ashton Thomas Securities, LLC493
0.0% of portfolio›$48.6K
Physician Wealth Advisors, Inc.377
0.0% of portfolio›$37.2K
IFP Advisors, Inc263
0.0% of portfolio›$25.9K
Fiduciary Advisors, Inc.192
0.0% of portfolio›$19.0K
Latitude Advisors, LLC126
0.0% of portfolio›$12.4K
Oakworth Capital, Inc.32
0.0% of portfolio›$3.2K
Lanark Financial, Inc.20
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Gleason Group, Inc.
361,222$35.6M3.1%ETFVery LowProspect, KY2026-10-15
Altiora Financial Group, LLC
118,503$11.7M1.9%ETFLowLebanon, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
117,909$11.6M0.0%CoreLowPlymouth, MN2026-10-13
S.A. Mason LLC
100,969$10.0M2.9%GrowthVery LowHolland, MI2026-10-13
TruNorth Capital Management, LLC
90,580$8.9M1.4%ETFLowKalamazoo, MI2026-10-14
Commonwealth Equity Services, LLC
84,621$8.3M0.0%ETFLowWaltham, MA2026-11-02
Apella Capital, LLC
81,600$8.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Beacon Bank & Trust
81,438$8.0M1.6%CoreMediumBoston, MA2026-10-27
Truist Financial Corp
79,496$7.8M0.0%CoreLowCharlotte, NC2026-10-30
Eclectic Associates Inc
74,806$7.4M0.8%ETFVery LowFullerton, CA2026-10-09
RW Investment Management LLC
69,218$6.8M0.6%ETFLowEagle, ID2026-11-03
Waterway Wealth Management, LLC
65,207$6.4M1.2%ETFMediumThe Woodlands, TX2026-10-28
Farther Finance Advisors, LLC
63,017$6.2M0.0%IndexLowSan Francisco, CA2026-10-08
Hanson & Doremus Investment Management
61,684$6.1K0.0%CoreVery LowBurlington, VT2026-10-16
First Affirmative Financial Network
58,744$5.8M1.3%CoreN/AColorado Springs, CO2026-10-21
Slow Capital, Inc.
53,705$5.3M0.6%Agg GrowthLowGreenbrae, CA2026-10-23
Capital Investment Services of America, Inc.
49,560$4.9M0.4%GrowthLowMilwaukee, WI2026-11-02
Firestone Capital Management
48,014$4.7M0.9%ETFVery LowSouth Miami, FL2026-11-03
Wedmont Private Capital
44,303$4.4M0.1%IndexVery LowWest Chester, PA2026-10-09
Ashton Thomas Private Wealth, LLC
42,267$4.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Burton Enright Welch
39,341$3.9M0.4%ETFVery LowWalnut Creek, CA2026-11-04
Diversified Portfolios, Inc.
38,790$3.8M0.3%ETFLowBloomfield Hills, MI2026-11-04
Genesis Private Wealth, LLC
33,910$3.3M0.9%ETFLowAshburn, VA2026-11-02
Sterling Financial Planning, Inc.
33,282$3.3M0.9%ETFVery LowSparta, NJ2026-10-28
Haven Private, LLC
33,242$3.3M1.3%ETFMediumOrlando, FL2026-10-27
Avior Wealth Management, LLC
30,320$3.0M0.1%ETFMediumOmaha, NE2026-10-13
Presilium Private Wealth, LLC
30,009$3.0M0.4%ETFVery LowRadnor, PA2026-10-26
Americana Partners, LLC
29,600$2.9M0.1%CoreMediumHouston, TX2026-10-28
Atria Investments, Inc
29,114$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
Prospera Financial Services Inc
28,030$2.8M0.0%CoreMediumDallas, TX2026-11-04
Single Point Partners, LLC
27,317$2.7M0.5%ETFVery LowBoston, MA2026-10-19
Evanson Financial, LLC
26,958$2.7M0.1%ETFN/AMclean, VA2026-10-23
Frankly Finances, LLC
26,951$2.7M2.1%ETFVery LowWinter Park, FL2026-10-28
TCI Wealth Advisors, Inc.
26,457$2.6M0.1%ETFLowTucson, AZ2026-10-30
Entrust Financial LLC
26,143$2.6M1.3%ETFLowWayne, PA2026-11-04
XML Financial, LLC
24,511$2.4M0.2%ETFLowBethesda, MD2026-10-29
Brown Wealth Management, LLC
23,564$2.3M0.5%ETFMediumNaperville, IL2026-10-20
Surience Private Wealth LLC
22,003$2.2M2.1%ETFVery HighYakima, WA2026-10-16
Winnacle Wealth LLC
21,575$2.1M1.4%CoreMediumWaco, TX2026-10-15
Kestra Advisory Services, LLC
21,554$2.1M0.0%CoreLowAustin, TX2026-11-02
Laurel Wealth Advisors LLC
21,343$2.1M0.2%CoreVery LowCharlotte, NC2026-10-27
Eagle Rock Investment Company, LLC
21,216$2.1M0.3%CoreLowAtlanta, GA2026-10-21
HB Wealth Management, LLC
20,871$2.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Modera Wealth Management, LLC
20,559$2.0M0.0%ETFVery LowWestwood, NJ2026-10-28
Mann Financial Group, Inc.
20,365$2.0M1.6%ETFLowDetroit Lakes, MN2026-10-15
BIP Wealth, LLC
19,745$1.9M0.1%ETFMediumAtlanta, GA2026-10-22
BlueChip Wealth Advisors LLC
19,657$1.9M0.6%ETFMediumMilton, GA2026-11-03
Compound Planning, Inc.
18,992$1.9M0.0%CoreLowNew York, NY2026-11-05
GEN Financial Management, Inc.
18,133$1.8M1.0%ETFLowPlymouth, MN2026-10-13
McNaughton Wealth Management, LLC
16,827$1.7M0.6%ETFLowSan Diego, CA2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
15,870$1.6M0.1%ETFMediumWestlake, OH2026-10-14
Daymark Wealth Partners, LLC
15,570$1.5M0.0%CoreLowCincinnati, OH2026-11-04
Integrity Investment Advisors, LLC
14,971$1.5M0.6%ETFMediumFort Collins, CO2026-11-03
Allodium Investment Consultants, LLC
14,862$1.5M0.6%ETFVery LowMinneapolis, MN2026-10-14
Provenance Wealth Advisors, LLC
14,665$1.4M0.1%ETFLowFort Lauderdale, FL2026-10-30
Cambridge Investment Research Advisors, Inc.
14,343$1.4K0.0%ETFLowFairfield, IA2026-11-02
Capital Advisors Wealth Management, LLC
14,326$1.4M0.2%ETFLowYakima, WA2026-10-09
Flagship Harbor Advisors, LLC
13,859$1.4M0.1%ETFMediumBoston, MA2026-10-26
Valeo Financial Advisors, LLC
12,290$1.2M0.0%ETFLowCarmel, IN2026-10-08
SwitchPoint Financial Planning, LLC
12,278$1.2M0.7%ETFVery LowLehi, UT2026-11-02
Signal Advisors Wealth, LLC
11,888$1.2M0.1%ETFLowDetroit, MI2026-10-13
Elser Financial Planning, Inc
11,727$1.2M0.1%GARPLowIndianapolis, IN2026-10-16
Alhambra Investment Management LLC
11,700$1.2M0.5%CoreLowPalmetto Bay, FL2026-10-15
Whitegate Investment Counselors, Inc.
11,270$1.1M0.3%ETFVery LowConcord, NH2026-11-02
Congress Park Capital LLC
10,000$986.0K0.3%ValueLowSaratoga Springs, NY2026-10-13
Thrive Wealth Management, LLC
9,540$940.7K0.1%ETFVery LowAudubon, PA2026-10-13
Creative Planning
9,476$934.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Three Arch Wealth Management LLC
8,870$874.6K0.1%ETFVery LowIrvine, CA2026-10-20
Lighthouse Financial LLC
8,610$848.9K0.4%Agg GrowthLowLargo, FL2026-10-23
Valen Private Capital, LLC
8,413$829.5K0.3%ETFN/APaoli, PA2026-10-23
Stone Loft Wealth Management LLC
8,256$814.0K0.4%ETFLowWest Chester, PA2026-11-03
HUB Investment Partners, LLC
8,169$805.5K0.0%GrowthLowAustin, TX2026-11-03
Concurrent Investment Advisors, LLC
8,137$802.3K0.0%GrowthMediumTampa, FL2026-10-16
Integrity Advisory Solutions, LLC
7,913$780.2K0.1%ETFMediumDallas, TX2026-10-29
Willow Creek Wealth Management Inc.
7,674$756.7K0.0%ETFVery LowSebastopol, CA2026-10-26
R2 Capital Strategies, LLC
7,580$747.4K0.3%ETFN/ALincoln, NE2026-10-15
Avidian Wealth Enterprises, LLC
7,530$742.5K0.0%ETFLowHouston, TX2026-10-08
WealthSpring Partners, LLC
7,223$712.2K0.8%ETFLowLong Beach, CA2026-10-14
Vise Technologies, Inc.
7,113$701.3K0.0%IndexLowNew York, NY2026-10-29
Roan Capital Partners
7,111$701.1K0.5%ETFMediumJohnson City, TN2026-10-09
Root Financial Partners, LLC
7,095$699.6K0.0%ETFMediumEncinitas, CA2026-10-21
Donalies Financial Planning, LLC
6,948$685.0K0.5%ETFVery LowWashington, DC2026-10-19
EnRich Financial Partners LLC
6,825$672.9K0.2%ETFVery LowMadison, WI2026-10-21
Mccarter Private Wealth Services LLC
6,810$671.5K0.2%CoreLowBoston, MA2026-10-22
Manuka Financial, LLC
6,769$667.4K0.3%ETFVery LowRichmond, VA2026-10-16
RCS Financial Planning, LLC
6,656$656.3K0.4%ETFMediumAnnapolis, MD2026-10-14
Creative Financial Designs Inc
6,326$623.7K0.0%ETFMediumKokomo, IN2026-11-04
Hurlow Wealth Management Group, Inc.
6,238$615.1K0.1%ETFVery LowBloomington, IN2026-10-29
Symmetry Partners, LLC
5,977$589.3K0.0%ETFLowGlastonbury, CT2026-10-27
Glass Jacobson Investment Advisors llc
5,965$588.1K0.2%ETFLowOwings Mills, MD2026-10-26
CoreCap Advisors, LLC
5,908$582.5K0.0%ETFMediumSouthfield, MI2026-10-08
First Heartland Consultants, Inc.
5,641$556.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Hughes Financial Services, LLC
5,433$545.9K0.1%ETFLowHerndon, VA2026-10-30
Montis Financial, LLC
5,314$524.0K0.1%ETFLowWaltham, MA2026-11-04
VestGen Advisors, LLC
5,274$520.0K0.0%GrowthMediumChicago, IL2026-10-27
L.K. Benson & Company, P.C.
5,206$513.3K0.2%YieldVery LowTimonium, MD2026-10-23
Independent Financial Group, LLC
5,204$513.1K0.0%GrowthLowSan Diego, CA2026-10-13
Aspiriant, LLC
5,159$508.7K0.0%ETFVery LowLos Angeles, CA2026-10-16
Quantum Financial Planning Services, Inc.
5,079$500.8K0.1%ETFVery LowSpokane, WA2026-10-14
Piscataqua Savings Bank
5,000$493.0K0.3%CoreVery LowPortsmouth, NH2026-10-21
Arbor Investment Advisors, LLC
4,916$484.7K0.1%ETFVery LowWinston Salem, NC2026-10-26
EverSource Wealth Advisors, LLC
4,897$482.8K0.0%CoreMediumBirmingham, AL2026-11-04
Rudd Co d/b/a Styre Wealth
4,848$482.4K0.5%ValueN/AFort Worth, TX2026-10-29
Kestra Private Wealth Services, LLC
4,686$462.0K0.0%GrowthLowAustin, TX2026-10-30
Gutierrez Wealth Advisory, LLC
4,575$451.1K0.2%ETFLowLittle Rock, AR2026-11-02
Burk Holdings LLC
4,465$440.2K0.2%ETFVery LowTulsa, OK2026-11-05
SigFig Wealth Management, LLC
4,230$417.1K0.0%ETFLowSan Francisco, CA2026-10-07
Stone Summit Wealth LLC
4,193$413.5K0.1%ETFLowMiami, FL2026-10-14
Pillar Financial Advisors, LLC
4,183$412.4K0.2%ETFVery LowLouisville, KY2026-10-21
First Interstate Bank
4,090$403.3K0.0%ETFLowBillings, MT2026-10-23
Directional Asset Management
4,079$402.2K0.3%CoreLowArlington Heights, IL2026-10-22
Greenspring Advisors, LLC
3,987$393.1K0.0%ETFVery LowTowson, MD2026-11-05
Life Planning Partners, Inc
3,987$393.1K0.3%ETFVery LowJacksonville, FL2026-10-28
Wedbush Securities Inc
3,975$3920.0%CoreLowPasadena, CA2026-10-22
PDS Planning, Inc
3,965$390.9K0.0%IndexVery LowDublin, OH2026-11-03
Portfolio Resources Advisor Group, Inc.
3,784$382.0K0.3%ETFMediumCoral Gables, FL2026-10-20
Level Financial Advisors
3,693$364.1K0.1%ETFLowEast Amherst, NY2026-10-13
Bryn Mawr Trust Advisors, LLC
3,678$362.7K0.0%CoreLowPhiladelphia, PA2026-11-04
Lake Hills Wealth Management, LLC
3,672$362.1K0.2%ETFVery HighAustin, TX2026-10-07
Krane Financial Solutions LLC
3,671$362.0K0.2%ETFVery LowCalabasas, CA2026-10-30
RFG Advisory, LLC
3,656$360.5K0.0%ETFMediumBirmingham, AL2026-11-03
Tcfg Investment Advisors, LLC
3,656$360.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
MCF Advisors LLC
3,433$338.5K0.0%ETFLowLexington, KY2026-10-28
Worth Asset Management, LLC
3,405$335.7K0.1%ETFHighDallas, TX2026-10-07
Integrated Advisors Network LLC
3,286$324.0K0.0%GrowthMediumDallas, TX2026-10-20
Members Wealth LLC
3,126$308.1K0.2%ETFLowMedia, PA2026-10-20
Brighton Jones LLC
3,048$300.5K0.0%CoreVery LowSeattle, WA2026-11-03
Trellis Wealth Advisors LLC
2,984$294.2K0.1%ETFVery LowSan Luis Obispo, CA2026-10-19
Heartwood Wealth Advisors LLC
2,980$293.8K0.0%ETFLowRichmond, VA2026-10-05
Burney Co/
2,665$262.8K0.0%GARPMediumReston, VA2026-10-15
Signature Equity Partners, LLC
2,643$260.6K0.1%GrowthMediumColumbus, OH2026-10-29
Elevatus Welath Management
2,629$259.3K0.1%GrowthHighVictor, NY2026-10-19
BOS Asset Management, LLC
2,545$250.9K0.1%ETFLowSpringfield, IL2026-10-09
180 Wealth Advisors, LLC
2,500$246.5K0.0%CoreLowFederal Way, WA2026-11-03
North Star Investment Management Corp.
2,460$242.6K0.0%CoreLowChicago, IL2026-10-27
Lodestone Wealth Management LLC
2,450$241.6K0.1%CoreLowSpokane, WA2026-10-14
Amicus Financial Advisors, LLC
2,439$240.5K0.1%ETFLowLubbock, TX2026-11-03
Retirement Planning Group, LLC
2,377$234.4K0.0%ETFVery LowLeawood, KS2026-10-19
Washington Trust Advisors, Inc.
2,363$233.0K0.0%GrowthLowWellesley, MA2026-10-22
Cassilly Financial Group LLC
2,296$226.4K0.2%ETFLowSeverna Park, MD2026-10-07
Acumen Wealth Advisors, LLC
2,273$224.1K0.0%GrowthHighChattanooga, TN2026-11-05
Cornerstone Wealth Group, LLC
2,249$221.8K0.0%CoreMediumHuntersville, NC2026-11-02
B. Riley Wealth Advisors, Inc.
2,118$208.8K0.0%GrowthLowMemphis, TN2026-10-13
Perigon Wealth Management, LLC
2,111$208.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Triumph Capital Management
2,075$204.6K0.0%ETFMediumDenver, CO2026-10-14
Ballast Rock Private Wealth LLC
2,035$200.7K0.1%ETFMediumCharleston, SC2026-10-26
Choreo, LLC
2,034$200.6K0.0%IndexLowRockford, IL2026-10-28
JFS Wealth Advisors, LLC
1,976$194.8K0.0%ETFVery LowHermitage, PA2026-11-03
Wealth Enhancement Trust Services, Inc.
1,970$194.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
3 Factor Indexing, LLC
1,868$184.2K0.2%ETFLowSacramento, CA2026-10-15
Westside Investment Management, Inc.
1,750$172.6K0.0%GrowthLowSanta Monica, CA2026-11-02
American National Bank & Trust
1,475$145.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Capital Investment Advisory Services, LLC
1,262$124.0K0.0%CoreMediumRaleigh, NC2026-10-30
Rossby Financial, LCC
1,114$109.8K0.0%ETFMediumMelbourne, FL2026-11-05
Birchwood Financial Partners, Inc.
875$86.3K0.1%ETFVery LowBloomington, MN2026-11-02
Armstrong Advisory Group, Inc
808$79.7K0.0%ETFHighNeedham, MA2026-10-09
Nfsg Corp
742$73.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Financial Management Professionals, Inc.
700$69.0K0.0%ETFMediumAustin, TX2026-10-23
Planning Strategies Inc.
548$54.0K0.0%ETFN/ALancaster, PA2026-10-02
Ascentis Independent Advisors
513$50.6K0.0%ETFLowDallas, TX2026-11-03
Ashton Thomas Securities, LLC
493$48.6K0.0%ETFMediumRochester, NY2026-10-26
Physician Wealth Advisors, Inc.
377$37.2K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
263$25.9K0.0%GrowthLowTampa, FL2026-10-16
Fiduciary Advisors, Inc.
192$19.0K0.0%ETFLowSt. Louis, MO2026-10-16
Latitude Advisors, LLC
126$12.4K0.0%ETFLowYorkville, IL2026-10-27
Oakworth Capital, Inc.
32$3.2K0.0%ETFLowBirmingham, AL2026-10-26
Lanark Financial, Inc.
20$2.0K0.0%CoreMediumBirmingham, AL2026-10-26