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Vanguard Core Bond ETF (VCRB)

CUSIP: 922020748 | NYSE | 410 institutional holders

Quarters

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

Signaturefd, LLC5,760,766
5.5% of portfolio›$424.1M
Forvis Mazars Wealth Advisors, LLC2,694,345
3.3% of portfolio›$198.4M
Martel Wealth Advisors LLC1,767,239
20.4% of portfolio›$130.1M
Assetmark, Inc1,566,616
0.2% of portfolio›$115.3M
Diversified Portfolios, Inc.1,442,992
7.3% of portfolio›$106.2M
Greenspring Advisors, LLC1,359,886
4.5% of portfolio›$100.1M
BLB&B Advisors, LLC1,162,391
3.1% of portfolio›$85.6M
Smith & Howard Wealth Management, LLC1,042,924
14.7% of portfolio›$76.8M
Verum Partners LLC1,039,224
12.3% of portfolio›$76.5M
Boston Standard Wealth Management, LLC978,493
10.4% of portfolio›$72.0M
Orrstown Financial Services Inc894,229
9.9% of portfolio›$65.8M
Pacific Sage Partners, LLC812,059
7.7% of portfolio›$59.8M
Mills Wealth Advisors LLC754,316
17.6% of portfolio›$55.5M
Magnolia Wealth Management, LLC744,005
28.7% of portfolio›$54.8M
New England Capital Financial Advisors LLC654,148
11.2% of portfolio›$48.2M
SJS Investment Consulting Inc.596,634
4.4% of portfolio›$43.9M
Quantum Financial Planning Services, Inc.529,398
10.6% of portfolio›$39.0M
Investment Planning Advisors, Inc.501,923
8.3% of portfolio›$37.0M
Rise Advisors, LLC475,516
9.9% of portfolio›$35.0M
Leonard Rickey Investment Advisors P.L.L.C.459,223
5.3% of portfolio›$33.8M
Essex LLC458,437
5.1% of portfolio›$33.8M
Vicus Capital452,999
2.1% of portfolio›$33.3M
Momentous Wealth Management, Inc.440,445
15.7% of portfolio›$32.4M
AMI Investment Management Inc413,268
5.9% of portfolio›$30.4M
SoundView Advisors Inc.412,193
0.0% of portfolio›$30.3K
D'Orazio & Associates, Inc.406,544
3.3% of portfolio›$29.9M
Blume Capital Management, Inc.390,448
4.2% of portfolio›$28.7M
Mallini Complete Financial Planning LLC384,501
19.8% of portfolio›$28.3M
Burton Enright Welch374,341
3.0% of portfolio›$27.6M
Sachem Hill LLC367,635
4.8% of portfolio›$27.1M
Cornerstone Wealth Group, LLC354,725
1.5% of portfolio›$26.1M
San Luis Wealth Advisors LLC342,939
3.7% of portfolio›$25.2M
Smithbridge Asset Management Inc322,487
3.2% of portfolio›$23.7M
Crusonia Wealth Advisors LLC317,959
3.5% of portfolio›$23.4M
Penney Financial, LLC309,583
6.7% of portfolio›$22.8M
Commonwealth Equity Services, LLC305,802
0.0% of portfolio›$22.5M
Central Pacific Bank - Trust Division304,333
2.4% of portfolio›$22.4M
Acropolis Investment Management, LLC301,122
0.9% of portfolio›$22.2M
First Hawaiian Bank295,921
2.6% of portfolio›$21.8M
NorthLanding Financial Partners, LLC294,661
15.2% of portfolio›$21.7M
Seven Hills Financial, LLC289,006
12.8% of portfolio›$21.3M
Keeler & Nadler Financial Planning & Wealth Management286,428
5.7% of portfolio›$21.1M
Barry Investment Advisors, LLC284,932
4.0% of portfolio›$21.0M
CGN Advisors LLC274,832
1.6% of portfolio›$20.2M
HB Wealth Management, LLC235,580
0.1% of portfolio›$17.3M
Chicago Partners Investment Group LLC229,599
0.3% of portfolio›$17.1M
Wolff Financial Management LLC226,416
3.4% of portfolio›$16.7M
ShankerValleau Wealth Advisors, Inc.199,514
3.9% of portfolio›$14.7M
Souders Financial Advisors186,747
1.3% of portfolio›$13.7M
Compton Wealth Advisory Group, LLC183,533
2.8% of portfolio›$13.5M
Madrid Wealth Management, LLC180,715
8.4% of portfolio›$13.3M
Invenio Wealth Partners LLC176,194
4.6% of portfolio›$13.0M
Main Line Retirement Advisors, LLC156,860
5.1% of portfolio›$11.5M
AJ Advisors, LLC154,924
3.7% of portfolio›$11.4M
Cambridge Investment Research Advisors, Inc.154,032
0.0% of portfolio›$11.3K
Strategic Family Wealth Counselors, L.L.C.149,502
2.6% of portfolio›$11.0M
KOM Wealth Management Group, LLC148,600
5.4% of portfolio›$10.9M
Mission Wealth Management, LP143,954
0.2% of portfolio›$10.6M
Gutierrez Wealth Advisory, LLC139,913
5.5% of portfolio›$10.3M
Mendota Financial Group, LLC127,367
5.8% of portfolio›$9.4M
BankPlus Wealth Management LLC122,917
4.0% of portfolio›$9.0M
Kings Path Partners LLC120,377
2.3% of portfolio›$8.9M
GEN Financial Management, Inc.120,275
4.8% of portfolio›$8.9M
Galvin, Gaustad & Stein, LLC111,952
0.6% of portfolio›$8.2M
Tandem Investment Partners LLC107,317
6.1% of portfolio›$7.9M
XY Planning Network, Inc.105,729
0.8% of portfolio›$7.8M
Kaizen Financial Strategies100,765
2.9% of portfolio›$7.4M
Englebert Financial Advisers, LLC99,773
7.3% of portfolio›$7.3M
Breakwater Investment Management90,088
2.2% of portfolio›$6.6M
Cypress Point Wealth Management, LLC88,826
0.7% of portfolio›$6.5M
Pinion Investment Advisors, LLC81,634
1.1% of portfolio›$6.0M
Plancorp, LLC78,966
0.1% of portfolio›$5.9M
Omni 360 Wealth, Inc.77,263
2.6% of portfolio›$5.7M
Enclave Advisors LLC70,012
0.6% of portfolio›$5.2M
Axxcess Wealth Management, LLC66,950
0.2% of portfolio›$4.9M
Echo45 Advisors LLC65,404
2.2% of portfolio›$4.8M
55 North Private Wealth, LLC64,718
0.9% of portfolio›$4.8M
Nicholas Hoffman & Company, Llc.64,299
0.1% of portfolio›$4.7M
Lynx Investment Advisory61,972
1.5% of portfolio›$4.6M
Emergent Wealth Advisors, LLC53,762
2.1% of portfolio›$4.0M
Truist Financial Corp53,344
0.0% of portfolio›$3.9M
Vise Technologies, Inc.52,574
0.0% of portfolio›$3.9M
Brighton Jones LLC48,394
0.1% of portfolio›$3.6M
Dickmeyer Boyce Financial Management, Inc.45,493
1.7% of portfolio›$3.3M
KPP Advisory Services LLC39,769
0.5% of portfolio›$2.9M
First Citizens Bank & Trust Co39,500
0.0% of portfolio›$2.9M
Trellis Wealth Advisors LLC36,979
0.9% of portfolio›$2.7M
Farrell Financial LLC31,917
1.3% of portfolio›$2.3M
Concurrent Investment Advisors, LLC30,885
0.0% of portfolio›$2.3M
Financial Security Advisor, Inc.29,210
0.4% of portfolio›$2.2M
MCF Advisors LLC27,936
0.1% of portfolio›$2.1M
Twin Cities Retirement Group LLC27,637
1.7% of portfolio›$2.0M
Retirement Planning Group, LLC27,618
0.1% of portfolio›$2.0M
DeLarme Wealth Management, Inc.26,984
1.1% of portfolio›$2.0M
Patriot Investment Management Group, Inc.26,283
0.1% of portfolio›$1.9M
Fortress Financial Solutions, LLC25,872
1.6% of portfolio›$1.9M
Sovran Advisors, LLC22,052
0.1% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC21,697
0.0% of portfolio›$1.6M
Mascoma Wealth Management LLC21,160
0.3% of portfolio›$1.6M
CRA Financial Services, LLC19,584
0.2% of portfolio›$1.4M
Physician Wealth Advisors, Inc.17,327
0.1% of portfolio›$1.3M
L.K. Benson & Company, P.C.16,964
0.4% of portfolio›$1.2M
Guardsman Private Capital Management, Inc.16,460
0.8% of portfolio›$1.2M
Atria Investments, Inc15,596
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC13,993
0.0% of portfolio›$1.0M
Harbor Investment Advisory, LLC13,907
0.1% of portfolio›$1.0M
Altiora Financial Group, LLC13,155
0.2% of portfolio›$968.5K
First Citizens Financial Corp12,743
0.4% of portfolio›$938.1K
Pearl Planning LLC11,236
0.3% of portfolio›$827.2K
Peterson Wealth Advisors, LLC8,344
0.1% of portfolio›$614.3K
Bokf, NA8,325
0.0% of portfolio›$612.9K
Kestra Advisory Services, LLC8,176
0.0% of portfolio›$601.9K
Fort Henry Capital, LLC7,560
0.3% of portfolio›$556.6K
Montag A & Associates Inc7,440
0.0% of portfolio›$547.7K
Nicholas Wealth, Llc.6,938
0.3% of portfolio›$510.8K
PFG Advisors6,787
0.0% of portfolio›$499.7K
FCG Investment Co6,757
0.2% of portfolio›$497.5K
Ellis Investment Partners, LLC6,737
0.1% of portfolio›$496.1K
Ashton Thomas Private Wealth, LLC6,324
0.0% of portfolio›$465.6K
Prospera Financial Services Inc5,756
0.0% of portfolio›$431.8K
Patriot Financial Group Insurance Agency, LLC5,741
0.0% of portfolio›$422.7K
Independent Financial Group, LLC5,622
0.0% of portfolio›$413.9K
Owl Creek Wealth Partners LLC5,264
0.1% of portfolio›$387.5K
Hazlett, Burt & Watson, Inc.5,102
0.0% of portfolio›$376
Park Avenue Securities LLC4,916
0.0% of portfolio›$362
Swmg, LLC4,905
0.1% of portfolio›$366.3K
Dynamic Advisor Solutions LLC4,743
0.0% of portfolio›$349.2K
Curran Financial Partners, LLC4,531
0.1% of portfolio›$333.6K
Novem Group4,384
0.0% of portfolio›$322.7K
Parkside Financial Bank & Trust4,205
0.0% of portfolio›$309.6K
Oppenheimer & Co Inc4,193
0.0% of portfolio›$308.7K
StoneX Group Inc.4,191
0.0% of portfolio›$308.8K
Sweeney & Michel, LLC4,120
0.1% of portfolio›$303.3K
Jones Kertz & Associates, Inc.4,106
0.1% of portfolio›$302.3K
Approach Retirement Advisors, LLC4,085
0.2% of portfolio›$300.7K
Verus Financial Partners, Inc.3,901
0.0% of portfolio›$287.2K
Koshinski Asset Management, Inc.3,763
0.0% of portfolio›$277.0K
Revisor Wealth Management LLC3,576
0.1% of portfolio›$264.3K
CWS Financial Advisors, LLC3,477
0.1% of portfolio›$256.0K
Olistico Wealth, LLC3,375
0.1% of portfolio›$248.5K
Strategic Blueprint, LLC3,362
0.0% of portfolio›$247.5K
Ariston Services Group3,299
0.1% of portfolio›$242.9K
Baker Boyer National Bank3,257
0.1% of portfolio›$239.8K
Confluence Wealth Services, Inc.3,138
0.0% of portfolio›$231.0K
Sagespring Wealth Partners, LLC3,105
0.0% of portfolio›$228.6K
Diversify Wealth Management, LLC3,039
0.0% of portfolio›$225.5K
Diversify Advisory Services, LLC3,039
0.0% of portfolio›$225.5K
Cape Investment Advisory, Inc.2,674
0.1% of portfolio›$196.9K
Private Trust Co NA2,394
0.0% of portfolio›$176.2K
Root Financial Partners, LLC2,125
0.0% of portfolio›$156.4K
TD Waterhouse Canada Inc.1,625
0.0% of portfolio›$119.4K
Latitude Advisors, LLC1,445
0.0% of portfolio›$106.4K
Portfolio Resources Advisor Group, Inc.1,094
0.1% of portfolio›$80.5K
Glass Jacobson Investment Advisors llc801
0.0% of portfolio›$59.0K
Capital Investment Advisory Services, LLC757
0.0% of portfolio›$55.7K
AlphaCore Capital LLC622
0.0% of portfolio›$45.8K
Wilmington Savings Fund Society, FSB592
0.0% of portfolio›$43.6K
Steph & Co539
0.0% of portfolio›$39.7K
Bank of New Hampshire525
0.0% of portfolio›$38.7K
Lanark Financial, Inc.500
0.0% of portfolio›$36.8K
Signature Equity Partners, LLC366
0.0% of portfolio›$26.9K
Bay Harbor Wealth Management, LLC340
0.0% of portfolio›$25.0K
Golden State Wealth Management, LLC315
0.0% of portfolio›$23.2K
Compass Financial Management LLC292
0.0% of portfolio›$21.5K
IFP Advisors, Inc241
0.0% of portfolio›$17.7K
Creative Financial Designs Inc235
0.0% of portfolio›$17.3K
Jnba Financial Advisors187
0.0% of portfolio›$13.8K
Farmers & Merchants Trust Co of Chambersburg PA174
0.0% of portfolio›$13
Silver Grove Financial Group, Inc.142
0.0% of portfolio›$10.5K
Larson Financial Group LLC99
0.0% of portfolio›$7.3K
Triumph Capital Management45
0.0% of portfolio›$3.3K
CX Institutional33
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Signaturefd, LLC
5,760,766$424.1M5.5%IndexLowAtlanta, GA2026-10-23
Forvis Mazars Wealth Advisors, LLC
2,694,345$198.4M3.3%ETFVery LowSpringfield, MO2026-10-13
Martel Wealth Advisors LLC
1,767,239$130.1M20.4%ETFVery LowVancouver, WA2026-10-14
Assetmark, Inc
1,566,616$115.3M0.2%ETFLowConcord, CA2026-10-21
Diversified Portfolios, Inc.
1,442,992$106.2M7.3%ETFLowBloomfield Hills, MI2026-11-04
Greenspring Advisors, LLC
1,359,886$100.1M4.5%ETFVery LowTowson, MD2026-11-05
BLB&B Advisors, LLC
1,162,391$85.6M3.1%ETFLowMontgomeryville, PA2026-10-27
Smith & Howard Wealth Management, LLC
1,042,924$76.8M14.7%ETFLowAtlanta, GA2026-10-27
Verum Partners LLC
1,039,224$76.5M12.3%ETFLowCharlotte, NC2026-10-21
Boston Standard Wealth Management, LLC
978,493$72.0M10.4%ETFLowWinchester, MA2026-10-07
Orrstown Financial Services Inc
894,229$65.8M9.9%ETFLowHarrisburg, PA2026-10-14
Pacific Sage Partners, LLC
812,059$59.8M7.7%ETFLowEdmonds, WA2026-10-21
Mills Wealth Advisors LLC
754,316$55.5M17.6%ETFMediumSouthlake, TX2026-10-22
Magnolia Wealth Management, LLC
744,005$54.8M28.7%ETFVery LowDothan, AL2026-10-16
New England Capital Financial Advisors LLC
654,148$48.2M11.2%ETFLowMeriden, CT2026-11-03
SJS Investment Consulting Inc.
596,634$43.9M4.4%ETFVery LowSylvania, OH2026-10-26
Quantum Financial Planning Services, Inc.
529,398$39.0M10.6%ETFVery LowSpokane, WA2026-10-14
Investment Planning Advisors, Inc.
501,923$37.0M8.3%ETFMediumCumming, GA2026-10-14
Rise Advisors, LLC
475,516$35.0M9.9%ETFMediumRochester, NY2026-10-16
Leonard Rickey Investment Advisors P.L.L.C.
459,223$33.8M5.3%ETFLowYakima, WA2026-10-29
Essex LLC
458,437$33.8M5.1%ETFLowDeer Park, IL2026-10-14
Vicus Capital
452,999$33.3M2.1%ETFMediumState College, PA2026-11-05
Momentous Wealth Management, Inc.
440,445$32.4M15.7%ETFVery LowVancouver, WA2026-10-21
AMI Investment Management Inc
413,268$30.4M5.9%ETFLowKendallville, IN2026-10-27
SoundView Advisors Inc.
412,193$30.3K0.0%ETFMediumOlympia, WA2026-11-04
D'Orazio & Associates, Inc.
406,544$29.9M3.3%ETFLowVienna, VA2026-11-04
Blume Capital Management, Inc.
390,448$28.7M4.2%CoreMediumBerkeley, CA2026-10-26
Mallini Complete Financial Planning LLC
384,501$28.3M19.8%ETFMediumGainesville, FL2026-10-06
Burton Enright Welch
374,341$27.6M3.0%ETFVery LowWalnut Creek, CA2026-11-04
Sachem Hill LLC
367,635$27.1M4.8%ETFVery LowDenver, CO2026-10-14
Cornerstone Wealth Group, LLC
354,725$26.1M1.5%CoreMediumHuntersville, NC2026-11-02
San Luis Wealth Advisors LLC
342,939$25.2M3.7%CoreMediumSan Luis Obispo, CA2026-10-27
Smithbridge Asset Management Inc
322,487$23.7M3.2%GrowthLowChadds Ford, PA2026-10-19
Crusonia Wealth Advisors LLC
317,959$23.4M3.5%ETFVery LowDenver, CO2026-10-26
Penney Financial, LLC
309,583$22.8M6.7%ETFMediumHouston, TX2026-10-20
Commonwealth Equity Services, LLC
305,802$22.5M0.0%ETFLowWaltham, MA2026-11-02
Central Pacific Bank - Trust Division
304,333$22.4M2.4%CoreMediumHonolulu, HI2026-10-06
Acropolis Investment Management, LLC
301,122$22.2M0.9%ETFLowSt. Louis, MO2026-10-08
First Hawaiian Bank
295,921$21.8M2.6%ETFVery LowHonolulu, HI2026-10-14
NorthLanding Financial Partners, LLC
294,661$21.7M15.2%ETFLowRochester, NY2026-10-15
Seven Hills Financial, LLC
289,006$21.3M12.8%ETFN/ATallahassee, FL2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
286,428$21.1M5.7%ETFLowDublin, OH2026-10-28
Barry Investment Advisors, LLC
284,932$21.0M4.0%ETFLowNew Bedford, MA2026-10-14
CGN Advisors LLC
274,832$20.2M1.6%ETFLowManhattan, KS2026-10-21
HB Wealth Management, LLC
235,580$17.3M0.1%IndexVery LowAtlanta, GA2026-10-23
Chicago Partners Investment Group LLC
229,599$17.1M0.3%GARPLowChicago, IL2026-10-27
Wolff Financial Management LLC
226,416$16.7M3.4%ETFVery LowKalamazoo, MI2026-10-23
ShankerValleau Wealth Advisors, Inc.
199,514$14.7M3.9%ETFVery LowSkokie, IL2026-10-16
Souders Financial Advisors
186,747$13.7M1.3%ETFLowCincinnati, OH2026-11-03
Compton Wealth Advisory Group, LLC
183,533$13.5M2.8%ETFVery LowVirginia Beach, VA2026-10-13
Madrid Wealth Management, LLC
180,715$13.3M8.4%ETFLowAlbuquerque, NM2026-10-23
Invenio Wealth Partners LLC
176,194$13.0M4.6%ETFLowCoral Gables, FL2026-10-20
Main Line Retirement Advisors, LLC
156,860$11.5M5.1%ETFLowWhitefish, MT2026-10-14
AJ Advisors, LLC
154,924$11.4M3.7%ETFVery LowNashville, TN2026-10-29
Cambridge Investment Research Advisors, Inc.
154,032$11.3K0.0%ETFLowFairfield, IA2026-11-02
Strategic Family Wealth Counselors, L.L.C.
149,502$11.0M2.6%ETFVery LowFairfield, NJ2026-10-29
KOM Wealth Management Group, LLC
148,600$10.9M5.4%ETFLowAppleton, WI2026-10-15
Mission Wealth Management, LP
143,954$10.6M0.2%ETFLowSanta Barbara, CA2026-10-15
Gutierrez Wealth Advisory, LLC
139,913$10.3M5.5%ETFLowLittle Rock, AR2026-11-02
Mendota Financial Group, LLC
127,367$9.4M5.8%ETFLowMadison, WI2026-10-07
BankPlus Wealth Management LLC
122,917$9.0M4.0%ETFLowJackson, MS2026-10-13
Kings Path Partners LLC
120,377$8.9M2.3%ETFVery LowSugar Land, TX2026-10-21
GEN Financial Management, Inc.
120,275$8.9M4.8%ETFLowPlymouth, MN2026-10-13
Galvin, Gaustad & Stein, LLC
111,952$8.2M0.6%CoreMediumScottsdale, AZ2026-10-08
Tandem Investment Partners LLC
107,317$7.9M6.1%ETFLowBordentown, NJ2026-10-16
XY Planning Network, Inc.
105,729$7.8M0.8%ETFLowBozeman, MT2026-10-14
Kaizen Financial Strategies
100,765$7.4M2.9%ETFMediumCampbell, CA2026-10-09
Englebert Financial Advisers, LLC
99,773$7.3M7.3%ETFMediumAllentown, PA2026-10-20
Breakwater Investment Management
90,088$6.6M2.2%ETFLowSeattle, WA2026-10-20
Cypress Point Wealth Management, LLC
88,826$6.5M0.7%ETFLowDallas, TX2026-11-03
Pinion Investment Advisors, LLC
81,634$6.0M1.1%ETFLowWichita, KS2026-11-04
Plancorp, LLC
78,966$5.9M0.1%ETFLowSaint Louis, MO2026-11-03
Omni 360 Wealth, Inc.
77,263$5.7M2.6%ETFLowPlainsboro, NJ2026-10-13
Enclave Advisors LLC
70,012$5.2M0.6%ETFMediumAustin, TX2026-10-14
Axxcess Wealth Management, LLC
66,950$4.9M0.2%CoreLowCarlsbad, CA2026-10-21
Echo45 Advisors LLC
65,404$4.8M2.2%ETFLowWalnut Creek, CA2026-10-07
55 North Private Wealth, LLC
64,718$4.8M0.9%ETFLowWinter Park, FL2026-10-20
Nicholas Hoffman & Company, Llc.
64,299$4.7M0.1%ETFVery LowAtlanta, GA2026-10-30
Lynx Investment Advisory
61,972$4.6M1.5%ETFLowWashington, Dc, DC2026-10-27
Emergent Wealth Advisors, LLC
53,762$4.0M2.1%ETFMediumWilliamsville, NY2026-10-09
Truist Financial Corp
53,344$3.9M0.0%CoreLowCharlotte, NC2026-10-30
Vise Technologies, Inc.
52,574$3.9M0.0%IndexLowNew York, NY2026-10-29
Brighton Jones LLC
48,394$3.6M0.1%CoreVery LowSeattle, WA2026-11-03
Dickmeyer Boyce Financial Management, Inc.
45,493$3.3M1.7%CoreVery LowFort Wayne, IN2026-10-08
KPP Advisory Services LLC
39,769$2.9M0.5%GrowthMediumLouisville, KY2026-10-26
First Citizens Bank & Trust Co
39,500$2.9M0.0%CoreMediumRaleigh, NC2026-10-14
Trellis Wealth Advisors LLC
36,979$2.7M0.9%ETFVery LowSan Luis Obispo, CA2026-10-19
Farrell Financial LLC
31,917$2.3M1.3%ETFVery LowOrchard Park, NY2026-10-16
Concurrent Investment Advisors, LLC
30,885$2.3M0.0%GrowthMediumTampa, FL2026-10-16
Financial Security Advisor, Inc.
29,210$2.2M0.4%CoreLowVirginia Beach, VA2026-11-03
MCF Advisors LLC
27,936$2.1M0.1%ETFLowLexington, KY2026-10-28
Twin Cities Retirement Group LLC
27,637$2.0M1.7%ETFVery LowPlymouth, MN2026-10-16
Retirement Planning Group, LLC
27,618$2.0M0.1%ETFVery LowLeawood, KS2026-10-19
DeLarme Wealth Management, Inc.
26,984$2.0M1.1%ETFVery LowPalos Verdes Estates, CA2026-10-30
Patriot Investment Management Group, Inc.
26,283$1.9M0.1%ETFVery LowKnoxville, TN2026-10-15
Fortress Financial Solutions, LLC
25,872$1.9M1.6%ETFLowTucson, AZ2026-10-14
Sovran Advisors, LLC
22,052$1.6M0.1%ETFMediumSan Diego, CA2026-11-02
Wealth Enhancement Advisory Services, LLC
21,697$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Mascoma Wealth Management LLC
21,160$1.6M0.3%ETFVery LowHanover, NH2026-10-23
CRA Financial Services, LLC
19,584$1.4M0.2%ETFVery LowNorthfield, NJ2026-10-16
Physician Wealth Advisors, Inc.
17,327$1.3M0.1%ETFMediumMidvale, UT2026-10-20
L.K. Benson & Company, P.C.
16,964$1.2M0.4%YieldVery LowTimonium, MD2026-10-23
Guardsman Private Capital Management, Inc.
16,460$1.2M0.8%ETFVery LowSarasota, FL2026-10-19
Atria Investments, Inc
15,596$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Farther Finance Advisors, LLC
13,993$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Harbor Investment Advisory, LLC
13,907$1.0M0.1%GrowthLowLutherville, MD2026-10-13
Altiora Financial Group, LLC
13,155$968.5K0.2%ETFLowLebanon, OH2026-11-04
First Citizens Financial Corp
12,743$938.1K0.4%ETFLowMason City, IA2026-10-02
Pearl Planning LLC
11,236$827.2K0.3%ETFLowDexter, MI2026-10-13
Peterson Wealth Advisors, LLC
8,344$614.3K0.1%ETFLowOrem, UT2026-10-08
Bokf, NA
8,325$612.9K0.0%CoreLowTulsa, OK2026-10-27
Kestra Advisory Services, LLC
8,176$601.9K0.0%CoreLowAustin, TX2026-11-02
Fort Henry Capital, LLC
7,560$556.6K0.3%ETFVery LowWheeling, WV2026-10-22
Montag A & Associates Inc
7,440$547.7K0.0%CoreLowAtlanta, GA2026-10-29
Nicholas Wealth, Llc.
6,938$510.8K0.3%GrowthMediumMarietta, GA2026-10-26
PFG Advisors
6,787$499.7K0.0%ETFMediumPhoenix, AZ2026-10-16
FCG Investment Co
6,757$497.5K0.2%GrowthHighGermantown, TN2026-10-13
Ellis Investment Partners, LLC
6,737$496.1K0.1%ETFLowBerwyn, PA2026-10-21
Ashton Thomas Private Wealth, LLC
6,324$465.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Prospera Financial Services Inc
5,756$431.8K0.0%CoreMediumDallas, TX2026-11-04
Patriot Financial Group Insurance Agency, LLC
5,741$422.7K0.0%GrowthLowWalpole, MA2026-10-14
Independent Financial Group, LLC
5,622$413.9K0.0%GrowthLowSan Diego, CA2026-10-13
Owl Creek Wealth Partners LLC
5,264$387.5K0.1%IndexLowGreenwood Village, CO2026-10-20
Hazlett, Burt & Watson, Inc.
5,102$3760.0%CoreVery LowWheeling, WV2026-11-04
Park Avenue Securities LLC
4,916$3620.0%ETFMediumNew York, NY2026-10-26
Swmg, LLC
4,905$366.3K0.1%ETFMediumFort Worth, TX2026-10-23
Dynamic Advisor Solutions LLC
4,743$349.2K0.0%ETFLowPhoenix, AZ2026-10-13
Curran Financial Partners, LLC
4,531$333.6K0.1%ETFMediumDaniel Island, SC2026-11-04
Novem Group
4,384$322.7K0.0%ETFMediumRochester, NY2026-10-19
Parkside Financial Bank & Trust
4,205$309.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Oppenheimer & Co Inc
4,193$308.7K0.0%CoreLowNew York, NY2026-10-26
StoneX Group Inc.
4,191$308.8K0.0%ETFMediumNew York, NY2026-11-03
Sweeney & Michel, LLC
4,120$303.3K0.1%ETFVery LowChico, CA2026-10-16
Jones Kertz & Associates, Inc.
4,106$302.3K0.1%GrowthLowBlaine, MN2026-10-28
Approach Retirement Advisors, LLC
4,085$300.7K0.2%ETFLowVestavia, AL2026-10-22
Verus Financial Partners, Inc.
3,901$287.2K0.0%ETFVery LowRichmond, VA2026-10-29
Koshinski Asset Management, Inc.
3,763$277.0K0.0%ETFLowDecatur, IL2026-10-29
Revisor Wealth Management LLC
3,576$264.3K0.1%CoreLowAkron, OH2026-10-20
CWS Financial Advisors, LLC
3,477$256.0K0.1%ETFVery LowKalamazoo, MI2026-10-16
Olistico Wealth, LLC
3,375$248.5K0.1%GrowthVery LowTulsa, OK2026-10-05
Strategic Blueprint, LLC
3,362$247.5K0.0%ETFLowAtlanta, GA2026-10-22
Ariston Services Group
3,299$242.9K0.1%ETFVery LowSan Diego, CA2026-10-16
Baker Boyer National Bank
3,257$239.8K0.1%ETFVery LowWalla Walla, WA2026-11-05
Confluence Wealth Services, Inc.
3,138$231.0K0.0%ETFVery LowMcmurray, PA2026-11-05
Sagespring Wealth Partners, LLC
3,105$228.6K0.0%ETFLowFranklin, TN2026-10-22
Diversify Wealth Management, LLC
3,039$225.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,039$225.5K0.0%GrowthLowSandy, UT2026-10-20
Cape Investment Advisory, Inc.
2,674$196.9K0.1%ETFLowMcdonough, GA2026-10-13
Private Trust Co NA
2,394$176.2K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
2,125$156.4K0.0%ETFMediumEncinitas, CA2026-10-21
TD Waterhouse Canada Inc.
1,625$119.4K0.0%CoreLowToronto, Australia2026-10-16
Latitude Advisors, LLC
1,445$106.4K0.0%ETFLowYorkville, IL2026-10-27
Portfolio Resources Advisor Group, Inc.
1,094$80.5K0.1%ETFMediumCoral Gables, FL2026-10-20
Glass Jacobson Investment Advisors llc
801$59.0K0.0%ETFLowOwings Mills, MD2026-10-26
Capital Investment Advisory Services, LLC
757$55.7K0.0%CoreMediumRaleigh, NC2026-10-30
AlphaCore Capital LLC
622$45.8K0.0%ETFLowLa Jolla, CA2026-11-04
Wilmington Savings Fund Society, FSB
592$43.6K0.0%CoreLowWilmington, DE2026-10-23
Steph & Co
539$39.7K0.0%ETFLowMarinette, WI2026-10-07
Bank of New Hampshire
525$38.7K0.0%CoreLowLaconia, NH2026-10-06
Lanark Financial, Inc.
500$36.8K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
366$26.9K0.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
340$25.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Golden State Wealth Management, LLC
315$23.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Compass Financial Management LLC
292$21.5K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
241$17.7K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
235$17.3K0.0%ETFMediumKokomo, IN2026-11-04
Jnba Financial Advisors
187$13.8K0.0%ETFMediumBloomington, MN2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
174$130.0%GARPLowChambersburg, PA2026-10-14
Silver Grove Financial Group, Inc.
142$10.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Larson Financial Group LLC
99$7.3K0.0%GrowthLowSt Louis, MO2026-11-05
Triumph Capital Management
45$3.3K0.0%ETFMediumDenver, CO2026-10-14
CX Institutional
33$20.0%CoreMediumAuburn, IN2026-10-02