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This page summarizes the BND holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether BND is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing BND Share Count |
Quattro Financial Advisors LLC |
74 |
70,110 |
+70,036 |
+94643.24% |
Plante Moran Financial Advisors LLC |
4 |
865 |
+861 |
+21525.00% |
Trilogy Capital Inc. |
8,011 |
775,963 |
+767,952 |
+9586.22% |
Ritholtz Wealth Management |
19,630 |
1,027,661 |
+1,008,031 |
+5135.16% |
Simplicity Wealth LLC |
4,672 |
92,233 |
+87,561 |
+1874.17% |
Morris Financial Concepts Inc. |
37 |
599 |
+562 |
+1518.92% |
Legacy Financial Group LLC |
6,076 |
78,226 |
+72,150 |
+1187.46% |
Atomi Financial Group Inc. |
4,309 |
53,589 |
+49,280 |
+1143.65% |
Sound View Wealth Advisors Group LLC |
7,304 |
89,439 |
+82,135 |
+1124.52% |
ESG Planning |
8,621 |
82,040 |
+73,419 |
+851.63% |
Addison Capital Co |
8,032 |
50,257 |
+42,225 |
+525.71% |
SignalPoint Asset Management LLC |
6,477 |
39,073 |
+32,596 |
+503.26% |
Stratos Wealth Advisors LLC |
27,554 |
160,445 |
+132,891 |
+482.29% |
Private Wealth Management Group LLC |
675 |
2,810 |
+2,135 |
+316.30% |
Hoey Investments Inc. |
1 |
4 |
+3 |
+300.00% |
Sound Stewardship LLC |
80,138 |
319,546 |
+239,408 |
+298.74% |
Heritage Wealth Advisors |
576 |
2,202 |
+1,626 |
+282.29% |
Cypress Point Wealth Management LLC |
5,803 |
20,124 |
+14,321 |
+246.79% |
CVA Family Office LLC |
27 |
90 |
+63 |
+233.33% |
First National Trust Co |
4,320 |
13,968 |
+9,648 |
+223.33% |
Richardson Financial Services Inc. |
2,834 |
8,895 |
+6,061 |
+213.87% |
Northwest Financial Advisors |
6,435 |
19,329 |
+12,894 |
+200.37% |
Executive Wealth Group LLC |
51,701 |
155,215 |
+103,514 |
+200.22% |
Ironwood Investment Counsel LLC |
2,891 |
8,489 |
+5,598 |
+193.64% |
Wiley BROS. Aintree Capital LLC |
64,547 |
177,200 |
+112,653 |
+174.53% |
Belpointe Asset Management LLC |
4,431 |
11,952 |
+7,521 |
+169.74% |
Cypress Financial Planning LLC |
3,505 |
8,655 |
+5,150 |
+146.93% |
Bristlecone Advisors LLC |
63,820 |
156,260 |
+92,440 |
+144.84% |
Evolution Advisers Inc. |
20 |
47 |
+27 |
+135.00% |
American Capital Advisory LLC |
6,045 |
14,123 |
+8,078 |
+133.63% |
Opal Wealth Advisors LLC |
3,438 |
7,923 |
+4,485 |
+130.45% |
Sigma Planning Corp |
12,033 |
27,071 |
+15,038 |
+124.97% |
Journey Advisory Group LLC |
143,358 |
309,920 |
+166,562 |
+116.19% |
Sanctuary Wealth Management L.L.C. |
48,566 |
104,672 |
+56,106 |
+115.53% |
MorganRosel Wealth Management LLC |
6,910 |
14,287 |
+7,377 |
+106.76% |
Guardian Asset Advisors LLC |
3,515 |
7,195 |
+3,680 |
+104.69% |
Strategic Financial Concepts LLC |
22,384 |
45,165 |
+22,781 |
+101.77% |
Sandbox Financial Partners LLC |
4,085 |
8,221 |
+4,136 |
+101.25% |
Ronald Blue Trust Inc. |
9,448 |
18,983 |
+9,535 |
+100.92% |
Deseret Mutual Benefit Administrators |
50,900 |
101,560 |
+50,660 |
+99.53% |
Magnolia Wealth Management LLC |
378,653 |
754,420 |
+375,767 |
+99.24% |
Brighton Jones LLC |
8,738 |
17,154 |
+8,416 |
+96.31% |
Schmidt P J Investment Management Inc. |
4,894 |
9,287 |
+4,393 |
+89.76% |
BHK Investment Advisors LLC |
181,516 |
343,972 |
+162,456 |
+89.50% |
Concurrent Investment Advisors LLC |
14,496 |
26,410 |
+11,914 |
+82.19% |
Cary Street Partners Asset Management LLC |
4,829 |
8,418 |
+3,589 |
+74.32% |
Wealth Enhancement Advisory Services LLC |
329,507 |
571,974 |
+242,467 |
+73.58% |
WealthShield Partners LLC |
23,301 |
40,122 |
+16,821 |
+72.19% |
Capital Asset Advisory Services LLC |
181,501 |
308,382 |
+126,881 |
+69.91% |
Bay Rivers Group |
36,246 |
60,594 |
+24,348 |
+67.17% |
Valeo Financial Advisors LLC |
29,059 |
48,409 |
+19,350 |
+66.59% |
HTG Investment Advisors Inc. |
6,501 |
10,769 |
+4,268 |
+65.65% |
Merit Financial Group LLC |
123,095 |
203,751 |
+80,656 |
+65.52% |
Nikulski Financial Inc. |
4,046 |
6,635 |
+2,589 |
+63.99% |
Roundview Capital LLC |
128,916 |
211,221 |
+82,305 |
+63.84% |
Kestra Private Wealth Services LLC |
86,860 |
142,159 |
+55,299 |
+63.66% |
Victory Capital Management Inc. |
31,212 |
50,866 |
+19,654 |
+62.97% |
Pacific Wealth Strategies Group Inc. |
9,975 |
16,089 |
+6,114 |
+61.29% |
Gryphon Financial Partners LLC |
6,578 |
10,466 |
+3,888 |
+59.11% |
CWM LLC |
23,691 |
36,934 |
+13,243 |
+55.90% |
Palisade Asset Management LLC |
3,294 |
5,126 |
+1,832 |
+55.62% |
Strategic Advocates LLC |
7,889 |
12,227 |
+4,338 |
+54.99% |
Whitaker Myers Wealth Managers LTD. |
8,182 |
12,674 |
+4,492 |
+54.90% |
RE Dickinson Investment Advisors LLC |
58,583 |
89,727 |
+31,144 |
+53.16% |
Schechter Investment Advisors LLC |
5,170 |
7,884 |
+2,714 |
+52.50% |
Wsfs Capital Management LLC |
559,451 |
847,980 |
+288,529 |
+51.57% |
Bricktown Capital LLC |
511,937 |
771,516 |
+259,579 |
+50.71% |
Wealth Alliance |
3,416 |
5,147 |
+1,731 |
+50.67% |
PFG Investments LLC |
10,748 |
16,170 |
+5,422 |
+50.45% |
Opes Wealth Management LLC |
5,380 |
8,055 |
+2,675 |
+49.72% |
Retirement Systems of Alabama |
914,767 |
1,367,152 |
+452,385 |
+49.45% |
Miracle Mile Advisors LLC |
1,222,313 |
1,824,414 |
+602,101 |
+49.26% |
TCI Wealth Advisors Inc. |
14,218 |
21,190 |
+6,972 |
+49.04% |
Regent Peak Wealth Advisors LLC |
132,803 |
196,679 |
+63,876 |
+48.10% |
Financial Strategies Group Inc. |
12,121 |
17,864 |
+5,743 |
+47.38% |
Stephens Consulting LLC |
291,126 |
428,149 |
+137,023 |
+47.07% |
Sightline Wealth Advisors LLC |
105,670 |
153,941 |
+48,271 |
+45.68% |
Roffman Miller Associates Inc. PA |
4,831 |
6,958 |
+2,127 |
+44.03% |
Smith & Howard Wealth Management LLC |
114,700 |
163,119 |
+48,419 |
+42.21% |
Centurion Wealth Management LLC |
48,338 |
68,647 |
+20,309 |
+42.01% |
Sumitomo Mitsui DS Asset Management Company Ltd |
400,621 |
568,013 |
+167,392 |
+41.78% |
Motive Wealth Advisors |
63,988 |
90,491 |
+26,503 |
+41.42% |
Money Concepts Capital Corp |
5,856 |
8,237 |
+2,381 |
+40.66% |
Ashton Thomas Private Wealth LLC |
8,401 |
11,802 |
+3,401 |
+40.48% |
Lifeworks Advisors LLC |
15,483 |
21,731 |
+6,248 |
+40.35% |
GoalFusion Wealth Management LLC |
49,102 |
68,679 |
+19,577 |
+39.87% |
Cobblestone Asset Management LLC |
224,404 |
312,574 |
+88,170 |
+39.29% |
Manchester Capital Management LLC |
797 |
1,108 |
+311 |
+39.02% |
Fortis Capital Advisors LLC |
4,431 |
6,109 |
+1,678 |
+37.87% |
WMG Financial Advisors LLC |
38,509 |
52,990 |
+14,481 |
+37.60% |
Mirae Asset Global Investments Co. Ltd. |
130,406 |
178,815 |
+48,409 |
+37.12% |
Chicago Partners Investment Group LLC |
101,836 |
138,040 |
+36,204 |
+35.55% |
Forbes Financial Planning Inc. |
31,348 |
42,440 |
+11,092 |
+35.38% |
Global Wealth Strategies & Associates |
216,783 |
292,999 |
+76,216 |
+35.16% |
PFG Advisors |
98,497 |
131,522 |
+33,025 |
+33.53% |
GenTrust LLC |
559,012 |
745,592 |
+186,580 |
+33.38% |
Wealthstream Advisors Inc. |
12,193 |
16,239 |
+4,046 |
+33.18% |
KFA Private Wealth Group LLC |
4,716 |
6,279 |
+1,563 |
+33.14% |
Keel Point LLC |
38,805 |
51,018 |
+12,213 |
+31.47% |
ST Germain D J Co. Inc. |
22,890 |
29,902 |
+7,012 |
+30.63% |
Cutler Investment Counsel LLC |
34,332 |
44,831 |
+10,499 |
+30.58% |
Lincoln National Corp |
85,300 |
110,974 |
+25,674 |
+30.10% |
Private Client Services LLC |
12,374 |
16,063 |
+3,689 |
+29.81% |
Souders Financial Advisors |
107,728 |
139,353 |
+31,625 |
+29.36% |
Charles Schwab Investment Advisory Inc. |
4,594 |
5,880 |
+1,286 |
+27.99% |
HFG Advisors Inc. |
19,446 |
24,865 |
+5,419 |
+27.87% |
City State Bank |
53,738 |
68,658 |
+14,920 |
+27.76% |
Aspire Private Capital LLC |
11,020 |
14,039 |
+3,019 |
+27.40% |
Founders Financial Securities LLC |
26,642 |
33,844 |
+7,202 |
+27.03% |
Apella Capital LLC |
912,352 |
1,157,987 |
+245,635 |
+26.92% |
Savant Capital LLC |
1,691,873 |
2,132,706 |
+440,833 |
+26.06% |
Hobart Private Capital LLC |
302,785 |
381,508 |
+78,723 |
+26.00% |
Endowment Wealth Management Inc. |
13,093 |
16,496 |
+3,403 |
+25.99% |
Insight Advisors LLC PA |
4,159 |
5,221 |
+1,062 |
+25.53% |
GPS Wealth Strategies Group LLC |
5,634 |
7,057 |
+1,423 |
+25.26% |
CWS Financial Advisors LLC |
3,898 |
4,873 |
+975 |
+25.01% |
Hirtle Callaghan & Co LLC |
219,668 |
274,549 |
+54,881 |
+24.98% |
Fairway Wealth LLC |
5,642 |
7,050 |
+1,408 |
+24.96% |
Whitcomb & Hess Inc. |
3,121 |
3,871 |
+750 |
+24.03% |
Stone Point Wealth LLC |
39,446 |
48,843 |
+9,397 |
+23.82% |
Sequoia Financial Advisors LLC |
29,547 |
36,569 |
+7,022 |
+23.77% |
CI Private Wealth LLC |
1,892,552 |
2,328,024 |
+435,472 |
+23.01% |
Allspring Global Investments Holdings LLC |
231,625 |
283,625 |
+52,000 |
+22.45% |
PFW Advisors LLC |
69,890 |
85,502 |
+15,612 |
+22.34% |
RFG Advisory LLC |
1,972,756 |
2,391,124 |
+418,368 |
+21.21% |
NBC Securities Inc. |
2,052 |
2,481 |
+429 |
+20.91% |
Centered Wealth LLC dba Miller Equity Capital Advisors |
126,428 |
152,807 |
+26,379 |
+20.86% |
Sarasin & Partners LLP |
71,183 |
86,016 |
+14,833 |
+20.84% |
Glass Jacobson Investment Advisors llc |
21,864 |
26,393 |
+4,529 |
+20.71% |
Aletheian Wealth Advisors LLC |
191,589 |
231,097 |
+39,508 |
+20.62% |
Vanguard Group Inc. |
31,073,533 |
37,326,573 |
+6,253,040 |
+20.12% |
Bank of New York Mellon Corp |
5,725,100 |
6,867,158 |
+1,142,058 |
+19.95% |
Triumph Capital Management |
77,138 |
92,514 |
+15,376 |
+19.93% |
Falcon Wealth Planning |
298,399 |
356,932 |
+58,533 |
+19.62% |
Meritas Wealth Management LLC |
25,866 |
30,926 |
+5,060 |
+19.56% |
Heritage Wealth Management Inc. CA |
39,679 |
47,369 |
+7,690 |
+19.38% |
Financial Management Professionals Inc. |
271,763 |
324,238 |
+52,475 |
+19.31% |
HT Partners LLC |
25,421 |
30,312 |
+4,891 |
+19.24% |
Mission Wealth Management LP |
2,009,658 |
2,390,104 |
+380,446 |
+18.93% |
Salem Investment Counselors Inc. |
1,188 |
1,411 |
+223 |
+18.77% |
SJS Investment Consulting Inc. |
88,904 |
105,530 |
+16,626 |
+18.70% |
Advisory Services Network LLC |
37,765 |
44,800 |
+7,035 |
+18.63% |
Gray Wealth Management Inc. |
21,292 |
25,247 |
+3,955 |
+18.58% |
Commerce Bank |
54,109 |
64,133 |
+10,024 |
+18.53% |
Summit Trail Advisors LLC |
620,157 |
734,570 |
+114,413 |
+18.45% |
Truepoint Inc. |
5,712 |
6,734 |
+1,022 |
+17.89% |
L.M. Kohn & Company |
3,983 |
4,688 |
+705 |
+17.70% |
TIAA Trust National Association |
1,982,252 |
2,330,760 |
+348,508 |
+17.58% |
Mutual Advisors LLC |
97,066 |
113,981 |
+16,915 |
+17.43% |
Facet Wealth Inc. |
3,889,991 |
4,560,373 |
+670,382 |
+17.23% |
Aspire Capital Advisors LLC |
147,546 |
172,725 |
+25,179 |
+17.07% |
Bfsg LLC |
82,090 |
95,903 |
+13,813 |
+16.83% |
Fonville Wealth Management LLC |
122,247 |
141,882 |
+19,635 |
+16.06% |
Claro Advisors LLC |
11,999 |
13,873 |
+1,874 |
+15.62% |
Bluestem Financial Advisors LLC |
239,453 |
276,859 |
+37,406 |
+15.62% |
Plan Group Financial LLC |
51,714 |
59,767 |
+8,053 |
+15.57% |
Motley Fool Wealth Management LLC |
89,774 |
103,707 |
+13,933 |
+15.52% |
N.E.W. Advisory Services LLC |
188,731 |
217,939 |
+29,208 |
+15.48% |
Coston McIsaac & Partners |
28,949 |
33,427 |
+4,478 |
+15.47% |
Cambridge Investment Research Advisors Inc. |
2,262,718 |
2,612,434 |
+349,716 |
+15.46% |
Lansing Street Advisors |
71,612 |
82,675 |
+11,063 |
+15.45% |
Covestor Ltd |
5,748 |
6,632 |
+884 |
+15.38% |
Torray LLC |
14,165 |
16,325 |
+2,160 |
+15.25% |
Marotta Asset Management |
21,053 |
24,238 |
+3,185 |
+15.13% |
Fort Henry Capital LLC |
13,014 |
14,979 |
+1,965 |
+15.10% |
Altiora Financial Group LLC |
15,680 |
18,039 |
+2,359 |
+15.04% |
Warner Financial Inc. |
24,630 |
28,320 |
+3,690 |
+14.98% |
Worth Asset Management LLC |
39,647 |
45,583 |
+5,936 |
+14.97% |
Proequities Inc. |
66,323 |
76,141 |
+9,818 |
+14.80% |
Steele Capital Management Inc. |
291,010 |
333,281 |
+42,271 |
+14.53% |
Brooklyn FI LLC |
37,100 |
42,477 |
+5,377 |
+14.49% |
Prestige Wealth Management Group LLC |
316,357 |
360,225 |
+43,868 |
+13.87% |
Financial Architects LLC |
164,765 |
187,615 |
+22,850 |
+13.87% |
Pinnacle Wealth Management Advisory Group LLC |
121,056 |
137,738 |
+16,682 |
+13.78% |
Bleakley Financial Group LLC |
72,290 |
82,104 |
+9,814 |
+13.58% |
Staley Capital Advisers Inc. |
102,095 |
115,946 |
+13,851 |
+13.57% |
Absolute Capital Management LLC |
8,111 |
9,203 |
+1,092 |
+13.46% |
Forum Financial Management LP |
5,508 |
6,239 |
+731 |
+13.27% |
Certus Wealth Management LLC |
117,759 |
133,379 |
+15,620 |
+13.26% |
Dravo Bay LLC |
163,580 |
185,170 |
+21,590 |
+13.20% |
Private Capital Management LLC |
37,225 |
42,047 |
+4,822 |
+12.95% |
OneAscent Financial Services LLC |
30,136 |
34,036 |
+3,900 |
+12.94% |
Boston Standard Wealth Management LLC |
603,066 |
680,990 |
+77,924 |
+12.92% |
Cornerstone Investment Partners LLC |
485,927 |
548,609 |
+62,682 |
+12.90% |
Honkamp Krueger Financial Services Inc. |
17,848 |
20,147 |
+2,299 |
+12.88% |
Nicolet Bankshares Inc. |
29,815 |
33,650 |
+3,835 |
+12.86% |
DHK Financial Advisors Inc. |
22,242 |
25,048 |
+2,806 |
+12.62% |
Jacobi Capital Management LLC |
16,183 |
18,222 |
+2,039 |
+12.60% |
Rinkey Investments |
3,252 |
3,659 |
+407 |
+12.52% |
Eagle Rock Investment Company LLC |
389,786 |
437,579 |
+47,793 |
+12.26% |
Arbor Investment Advisors LLC |
114,268 |
128,255 |
+13,987 |
+12.24% |
Sowell Financial Services LLC |
38,787 |
43,525 |
+4,738 |
+12.22% |
Riverpoint Wealth Management Holdings LLC |
7,725 |
8,664 |
+939 |
+12.16% |
Raymond James & Associates |
1,707,698 |
1,913,614 |
+205,916 |
+12.06% |
Grove Bank & Trust |
64,932 |
72,741 |
+7,809 |
+12.03% |
Hills Bank & Trust Co |
332,382 |
371,916 |
+39,534 |
+11.89% |
Investment Advisory Group LLC |
13,915 |
15,553 |
+1,638 |
+11.77% |
Leonard Rickey Investment Advisors P.L.L.C. |
256,397 |
286,481 |
+30,084 |
+11.73% |
Wealthfront Advisers LLC |
1,101,416 |
1,230,580 |
+129,164 |
+11.73% |
Pure Financial Advisors Inc. |
3,329,040 |
3,716,553 |
+387,513 |
+11.64% |
Sofi Wealth LLC |
634,350 |
708,023 |
+73,673 |
+11.61% |
Narus Financial Partners LLC |
40,906 |
45,566 |
+4,660 |
+11.39% |
Sebold Capital Management Inc. |
43,072 |
47,940 |
+4,868 |
+11.30% |
Alaska Permanent Capital Management |
1,691,778 |
1,882,670 |
+190,892 |
+11.28% |
TD Waterhouse Canada Inc. |
25,922 |
28,838 |
+2,916 |
+11.25% |
Axiom Advisory LLC |
295,551 |
328,780 |
+33,229 |
+11.24% |
SevenBridge Financial Group LLC |
4,934 |
5,475 |
+541 |
+10.96% |
Wela Strategies Inc. |
124,456 |
138,059 |
+13,603 |
+10.93% |
Archford Capital Strategies LLC |
370,586 |
410,913 |
+40,327 |
+10.88% |
Shufro Rose & Co. LLC |
419,925 |
464,768 |
+44,843 |
+10.68% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
5,938 |
6,568 |
+630 |
+10.61% |
Single Point Partners LLC |
33,697 |
37,273 |
+3,576 |
+10.61% |
WBH Advisory Inc. |
175,065 |
193,546 |
+18,481 |
+10.56% |
Rappaport Reiches Capital Management LLC |
456,132 |
503,542 |
+47,410 |
+10.39% |
Raymond James Financial Services Advisors Inc. |
2,711,326 |
2,988,895 |
+277,569 |
+10.24% |
Pinnacle Associates Ltd. |
212,214 |
233,601 |
+21,387 |
+10.08% |
First PREMIER Bank |
29,000 |
31,906 |
+2,906 |
+10.02% |
APCM Wealth Management for Individuals |
905,618 |
995,633 |
+90,015 |
+9.94% |
Shorepath Capital Management LLC |
8,135 |
8,935 |
+800 |
+9.83% |
Parker Financial LLC |
3,259 |
3,578 |
+319 |
+9.79% |
Meeder Advisory Services Inc. |
168,385 |
184,712 |
+16,327 |
+9.70% |
Dorsey & Whitney Trust CO LLC |
9,046 |
9,921 |
+875 |
+9.67% |
CIC Wealth LLC |
7,789 |
8,536 |
+747 |
+9.59% |
Wealth Effects LLC |
5,232 |
5,730 |
+498 |
+9.52% |
Life Planning Partners Inc |
15,510 |
16,970 |
+1,460 |
+9.41% |
SilverOak Wealth Management LLC |
10,102 |
11,051 |
+949 |
+9.39% |
Proffitt & Goodson Inc. |
62,965 |
68,865 |
+5,900 |
+9.37% |
Cumberland Advisors Inc. |
4,324 |
4,725 |
+401 |
+9.27% |
TFC Financial Management |
20,344 |
22,208 |
+1,864 |
+9.16% |
Mechanics Financial Corp |
29,088 |
31,748 |
+2,660 |
+9.14% |
NYL Investors LLC |
41,600 |
45,400 |
+3,800 |
+9.13% |
Bogart Wealth LLC |
1,494,069 |
1,628,842 |
+134,773 |
+9.02% |
Chesley Taft & Associates LLC |
33,990 |
37,050 |
+3,060 |
+9.00% |
Saxony Capital Management LLC |
33,254 |
36,239 |
+2,985 |
+8.98% |
Beacon Investment Advisory Services Inc. |
83,947 |
91,488 |
+7,541 |
+8.98% |
Astoria Strategic Wealth Inc. |
546,198 |
595,250 |
+49,052 |
+8.98% |
Pinnacle Bank |
37,121 |
40,451 |
+3,330 |
+8.97% |
Acorn Wealth Advisors LLC |
161,607 |
175,889 |
+14,282 |
+8.84% |
Mayflower Financial Advisors LLC |
118,751 |
129,237 |
+10,486 |
+8.83% |
Wealth Advisory Solutions LLC |
31,742 |
34,543 |
+2,801 |
+8.82% |
Stairway Partners LLC |
1,349,820 |
1,468,049 |
+118,229 |
+8.76% |
Addison Advisors LLC |
5,789 |
6,288 |
+499 |
+8.62% |
Legacy Private Trust Co. |
545,220 |
591,702 |
+46,482 |
+8.53% |
Blair William & Co. IL |
21,616 |
23,449 |
+1,833 |
+8.48% |
Natixis Advisors L.P. |
160,531 |
174,141 |
+13,610 |
+8.48% |
Main Line Retirement Advisors LLC |
116,661 |
126,558 |
+9,897 |
+8.48% |
Trellis Wealth Advisors LLC |
83,382 |
90,442 |
+7,060 |
+8.47% |
RBA Wealth Management LLC |
10,568 |
11,462 |
+894 |
+8.46% |
Penobscot Wealth Management |
27,309 |
29,614 |
+2,305 |
+8.44% |
Family CFO Inc |
1,792 |
1,943 |
+151 |
+8.43% |
Ellenbecker Investment Group |
42,721 |
46,307 |
+3,586 |
+8.39% |
Powers Advisory Group LLC |
79,364 |
85,839 |
+6,475 |
+8.16% |
Kingsview Wealth Management LLC |
516,400 |
558,419 |
+42,019 |
+8.14% |
ARK & TLK Investments LLC |
5,806 |
6,265 |
+459 |
+7.91% |
SOL Capital Management CO |
94,959 |
102,410 |
+7,451 |
+7.85% |
Trust Co |
600,128 |
647,006 |
+46,878 |
+7.81% |
Benchmark Wealth Management LLC |
294,651 |
317,568 |
+22,917 |
+7.78% |
Sloy Dahl & Holst LLC |
5,176 |
5,575 |
+399 |
+7.71% |
Marion Wealth Management |
7,654 |
8,240 |
+586 |
+7.66% |
Janney Montgomery Scott LLC |
405,284 |
436,124 |
+30,840 |
+7.61% |
Patten Group Inc. |
58,489 |
62,866 |
+4,377 |
+7.48% |
Principal Securities Inc. |
232,363 |
249,474 |
+17,111 |
+7.36% |
Greenspring Advisors LLC |
68,061 |
73,072 |
+5,011 |
+7.36% |
Argonautica Private Wealth Management Inc. |
11,075 |
11,890 |
+815 |
+7.36% |
Avenue 1 Advisors LLC |
176,426 |
189,329 |
+12,903 |
+7.31% |
Traynor Capital Management Inc. |
12,071 |
12,948 |
+877 |
+7.27% |
Retirement Planning Group |
795,207 |
852,482 |
+57,275 |
+7.20% |
Corrigan Financial Inc. |
315,751 |
338,366 |
+22,615 |
+7.16% |
DiMeo Schneider & Associates L.L.C. |
581,081 |
622,032 |
+40,951 |
+7.05% |
Garrett Investment Advisors LLC |
26,887 |
28,772 |
+1,885 |
+7.01% |
Sage Rhino Capital LLC |
88,174 |
94,338 |
+6,164 |
+6.99% |
Rebalance LLC |
155,668 |
166,517 |
+10,849 |
+6.97% |
Archer Investment Corp |
15,536 |
16,605 |
+1,069 |
+6.88% |
Exchange Bank |
38,819 |
41,478 |
+2,659 |
+6.85% |
Fundamentun LLC |
409,768 |
437,548 |
+27,780 |
+6.78% |
Dynamic Advisor Solutions LLC |
317,914 |
339,409 |
+21,495 |
+6.76% |
First United Bank Trust |
18,010 |
19,206 |
+1,196 |
+6.64% |
Grey Fox Wealth Advisors LLC |
18,653 |
19,885 |
+1,232 |
+6.60% |
McNaughton Wealth Management LLC |
222,820 |
237,472 |
+14,652 |
+6.58% |
WealthCare Investment Partners LLC |
16,018 |
17,049 |
+1,031 |
+6.44% |
HTLF Bank |
168,385 |
179,226 |
+10,841 |
+6.44% |
Stegner Investment Associates Inc. |
4,965 |
5,284 |
+319 |
+6.42% |
NorthCrest Asset Manangement LLC |
25,735 |
27,371 |
+1,636 |
+6.36% |
Gpwm LLC |
194,362 |
206,705 |
+12,343 |
+6.35% |
Compass Ion Advisors LLC |
18,559 |
19,715 |
+1,156 |
+6.23% |
MGO Private Wealth LLC |
123,977 |
131,660 |
+7,683 |
+6.20% |
Cary Street Partners Investment Advisory LLC |
40,359 |
42,802 |
+2,443 |
+6.05% |
Foster Group Inc. |
1,720,559 |
1,823,816 |
+103,257 |
+6.00% |
Hemington Wealth Management |
13,688 |
14,507 |
+819 |
+5.98% |
Colony Family Offices LLC |
28,384 |
30,074 |
+1,690 |
+5.95% |
FIDELIS iM LLC |
409,430 |
433,093 |
+23,663 |
+5.78% |
Certified Advisory Corp |
8,136 |
8,595 |
+459 |
+5.64% |
Huntington National Bank |
23,867 |
25,201 |
+1,334 |
+5.59% |
Consilio Wealth Advisors LLC |
44,284 |
46,718 |
+2,434 |
+5.50% |
Wesbanco Bank Inc. |
192,511 |
202,959 |
+10,448 |
+5.43% |
Fifth Third Securities Inc. |
274,067 |
288,814 |
+14,747 |
+5.38% |
Roble Belko & Company Inc |
450,122 |
474,355 |
+24,233 |
+5.38% |
Cozad Asset Management Inc. |
3,600 |
3,793 |
+193 |
+5.36% |
Seven Mile Advisory |
19,059 |
20,076 |
+1,017 |
+5.34% |
BCGM Wealth Management LLC |
15,594 |
16,421 |
+827 |
+5.30% |
HighTower Advisors LLC |
2,864,216 |
3,015,790 |
+151,574 |
+5.29% |
Allworth Financial LP |
15,736,154 |
16,564,654 |
+828,500 |
+5.26% |
Acropolis Investment Management LLC |
1,770,069 |
1,862,546 |
+92,477 |
+5.22% |
Coastal Investment Advisors Inc. |
8,967 |
9,429 |
+462 |
+5.15% |
White Lighthouse Investment Management Inc. |
192,882 |
202,802 |
+9,920 |
+5.14% |
O Dell Group LLC |
2,707 |
2,846 |
+139 |
+5.13% |
Alesco Advisors LLC |
1,477,680 |
1,553,338 |
+75,658 |
+5.12% |
Summit X LLC |
61,484 |
64,597 |
+3,113 |
+5.06% |
Aspiriant LLC |
462,750 |
486,094 |
+23,344 |
+5.04% |
FOCUS Wealth Advisors LLC |
190,954 |
200,565 |
+9,611 |
+5.03% |
FirstPurpose Wealth LLC |
122,673 |
128,649 |
+5,976 |
+4.87% |
Trust Co. of Vermont |
41,377 |
43,381 |
+2,004 |
+4.84% |
J.W. Cole Advisors Inc. |
52,592 |
55,124 |
+2,532 |
+4.81% |
ONE Advisory Partners LLC |
3,585 |
3,757 |
+172 |
+4.80% |
Pitti Group Wealth Management LLC |
3,580 |
3,751 |
+171 |
+4.78% |
Howard Wealth Management LLC |
16,331 |
17,109 |
+778 |
+4.76% |
Washington Trust Advisors Inc. |
21,090 |
22,092 |
+1,002 |
+4.75% |
Crestwood Advisors Group LLC |
8,341 |
8,736 |
+395 |
+4.74% |
Stordahl Capital Management Inc. |
402,406 |
421,269 |
+18,863 |
+4.69% |
Oldfather Financial Services LLC |
7,218 |
7,550 |
+332 |
+4.60% |
Bromfield Sneider Wealth Advisors |
14,449 |
15,111 |
+662 |
+4.58% |
Friedenthal Financial |
44 |
46 |
+2 |
+4.55% |
Silver Oak Advisory Group Inc. |
479,383 |
501,090 |
+21,707 |
+4.53% |
CENTRAL TRUST Co |
2,344 |
2,450 |
+106 |
+4.52% |
Family Firm Inc. |
281,765 |
294,298 |
+12,533 |
+4.45% |
Galvin Gaustad & Stein LLC |
179,545 |
187,539 |
+7,994 |
+4.45% |
Wealthcare Advisory Partners LLC |
25,432 |
26,545 |
+1,113 |
+4.38% |
SigFig Wealth Management LLC |
88,371 |
92,245 |
+3,874 |
+4.38% |
Apexium Financial LP |
64,891 |
67,732 |
+2,841 |
+4.38% |
Monterey Private Wealth Inc. |
8,420 |
8,789 |
+369 |
+4.38% |
Tanager Wealth Management LLP |
97,397 |
101,658 |
+4,261 |
+4.37% |
M&T Bank Corp |
2,803,488 |
2,925,293 |
+121,805 |
+4.34% |
West Financial Advisors LLC |
620,658 |
647,576 |
+26,918 |
+4.34% |
Farmers & Merchants Investments Inc. |
539,377 |
562,757 |
+23,380 |
+4.33% |
Rogco LP |
207,478 |
216,364 |
+8,886 |
+4.28% |
Pillar Wealth Advisors LLC |
104,939 |
109,422 |
+4,483 |
+4.27% |
Avion Wealth |
1,710 |
1,783 |
+73 |
+4.27% |
Oakworth Capital Inc. |
1,490,218 |
1,553,678 |
+63,460 |
+4.26% |
Wilbanks Smith & Thomas Asset Management LLC |
83,669 |
87,197 |
+3,528 |
+4.22% |
Hanlon Investment Management Inc. |
25,428 |
26,499 |
+1,071 |
+4.21% |
Paulson Wealth Management Inc. |
3,990 |
4,153 |
+163 |
+4.09% |
Patriot Investment Management Inc. |
1,281,376 |
1,332,927 |
+51,551 |
+4.02% |
Associated Banc Corp |
97,020 |
100,754 |
+3,734 |
+3.85% |
RiverFront Investment Group LLC |
2,166,575 |
2,249,985 |
+83,410 |
+3.85% |
Reston Wealth Management LLC |
36,197 |
37,585 |
+1,388 |
+3.83% |
Thompson Siegel & Walmsley LLC |
184,106 |
191,123 |
+7,017 |
+3.81% |
Ellis Investment Partners LLC |
3,845 |
3,991 |
+146 |
+3.80% |
Apeiron RIA LLC |
19,660 |
20,403 |
+743 |
+3.78% |
Verus Financial Partners Inc. |
1,274,613 |
1,322,378 |
+47,765 |
+3.75% |
Curran Financial Partners LLC |
74,135 |
76,908 |
+2,773 |
+3.74% |
RCS Financial Planning LLC |
8,545 |
8,855 |
+310 |
+3.63% |
Alley Investment Management Company LLC |
176,233 |
182,439 |
+6,206 |
+3.52% |
Kwmg LLC |
317,024 |
328,065 |
+11,041 |
+3.48% |
Compton Wealth Advisory Group LLC |
299,522 |
309,909 |
+10,387 |
+3.47% |
Arkadios Wealth Advisors |
18,938 |
19,596 |
+658 |
+3.47% |
Courage Miller Partners LLC |
205,523 |
212,638 |
+7,115 |
+3.46% |
Strategies Wealth Advisors LLC |
361,156 |
373,653 |
+12,497 |
+3.46% |
FMA Wealth Management LLC |
81,956 |
84,772 |
+2,816 |
+3.44% |
Moors & Cabot Inc. |
4,251 |
4,395 |
+144 |
+3.39% |
University of Chicago |
706,488 |
728,988 |
+22,500 |
+3.18% |
Sterling Investment Advisors Ltd. |
3,665 |
3,780 |
+115 |
+3.14% |
Cabana LLC |
2,722 |
2,807 |
+85 |
+3.12% |
Continental Investors Services Inc. |
28,262 |
29,137 |
+875 |
+3.10% |
Rehmann Capital Advisory Group |
46,289 |
47,719 |
+1,430 |
+3.09% |
Leavell Investment Management Inc. |
190,360 |
196,229 |
+5,869 |
+3.08% |
DAVENPORT & Co LLC |
20,055 |
20,660 |
+605 |
+3.02% |
Fisher Asset Management LLC |
73,274 |
75,450 |
+2,176 |
+2.97% |
Liberty Capital Management Inc. |
63,571 |
65,460 |
+1,889 |
+2.97% |
Financial Advisory Service Inc. |
2,757 |
2,838 |
+81 |
+2.94% |
PBMares Wealth Management LLC |
33,001 |
33,972 |
+971 |
+2.94% |
Walkner Condon Financial Advisors LLC |
26,592 |
27,373 |
+781 |
+2.94% |
Commonwealth Retirement Investments LLC |
64,718 |
66,623 |
+1,905 |
+2.94% |
NewSquare Capital LLC |
378,338 |
389,308 |
+10,970 |
+2.90% |
Parkside Financial Bank & Trust |
4,205 |
4,325 |
+120 |
+2.85% |
G2 Capital Management LLC OH |
344,383 |
354,097 |
+9,714 |
+2.82% |
Phillips Financial Management LLC |
303,649 |
311,809 |
+8,160 |
+2.69% |
SlateStone Wealth LLC |
79,514 |
81,632 |
+2,118 |
+2.66% |
Bond & Devick Financial Network Inc. |
5,190 |
5,328 |
+138 |
+2.66% |
Tenret Co LLC |
20,462 |
21,004 |
+542 |
+2.65% |
Lockerman Financial Group Inc. |
8,506 |
8,730 |
+224 |
+2.63% |
WNY Asset Management LLC |
4,864 |
4,991 |
+127 |
+2.61% |
Zhang Financial LLC |
287,170 |
294,642 |
+7,472 |
+2.60% |
Signaturefd LLC |
714,554 |
732,603 |
+18,049 |
+2.53% |
Cherry Tree Wealth Management LLC |
275,053 |
281,969 |
+6,916 |
+2.51% |
Foster & Motley Inc. |
63,123 |
64,700 |
+1,577 |
+2.50% |
Fortitude Advisory Group L.L.C. |
5,747 |
5,890 |
+143 |
+2.49% |
Financial Partners Group LLC |
4,391 |
4,497 |
+106 |
+2.41% |
Cambridge Advisors Inc. |
588,554 |
602,441 |
+13,887 |
+2.36% |
Lutz Financial Services LLC |
995,245 |
1,018,741 |
+23,496 |
+2.36% |
WealthCollab LLC |
75,145 |
76,914 |
+1,769 |
+2.35% |
River & Mercantile LLC |
88,797 |
90,876 |
+2,079 |
+2.34% |
Courier Capital LLC |
165,153 |
169,009 |
+3,856 |
+2.33% |
Oppenheimer & Co. Inc. |
38,357 |
39,237 |
+880 |
+2.29% |
AMG National Trust Bank |
1,331,130 |
1,361,321 |
+30,191 |
+2.27% |
Vannoy Advisory Group Inc. |
210,183 |
214,842 |
+4,659 |
+2.22% |
Capasso Planning Partners LLC |
4,728 |
4,830 |
+102 |
+2.16% |
Fountainhead AM LLC |
11,122 |
11,358 |
+236 |
+2.12% |
Keystone Financial Group |
77,881 |
79,508 |
+1,627 |
+2.09% |
HF Advisory Group LLC |
3,162 |
3,228 |
+66 |
+2.09% |
Weitzel Financial Services Inc. |
6,338 |
6,468 |
+130 |
+2.05% |
Welch & Forbes LLC |
6,910 |
7,050 |
+140 |
+2.03% |
Rock Point Advisors LLC |
7,888 |
8,038 |
+150 |
+1.90% |
Congress Wealth Management LLC DE |
31,789 |
32,392 |
+603 |
+1.90% |
CFO4Life Group LLC |
33,159 |
33,776 |
+617 |
+1.86% |
BOK Financial Private Wealth Inc. |
125,301 |
127,614 |
+2,313 |
+1.85% |
Archvest Wealth Advisors Inc. |
11,033 |
11,232 |
+199 |
+1.80% |
Charter Oak Capital Management LLC |
311,721 |
317,240 |
+5,519 |
+1.77% |
Joel Isaacson & Co. LLC |
7,910 |
8,048 |
+138 |
+1.74% |
Herold Advisors Inc. |
52,024 |
52,930 |
+906 |
+1.74% |
JFS Wealth Advisors LLC |
220,504 |
224,256 |
+3,752 |
+1.70% |
Efficient Advisors LLC |
1,253,476 |
1,274,440 |
+20,964 |
+1.67% |
Newton One Investments LLC |
591,314 |
600,675 |
+9,361 |
+1.58% |
Koshinski Asset Management Inc. |
32,188 |
32,681 |
+493 |
+1.53% |
Oceanside Advisors LLC |
91,625 |
93,015 |
+1,390 |
+1.52% |
LPF Advisors LLC |
189,392 |
192,243 |
+2,851 |
+1.51% |
PDS Planning Inc |
163,685 |
166,115 |
+2,430 |
+1.48% |
Act Two Investors LLC |
208,816 |
211,885 |
+3,069 |
+1.47% |
JMG Financial Group Ltd. |
5,803 |
5,883 |
+80 |
+1.38% |
Tompkins Financial Corp |
168,759 |
171,067 |
+2,308 |
+1.37% |
First Horizon Advisors Inc. |
54,171 |
54,901 |
+730 |
+1.35% |
JJJ Advisors Inc. |
1,836 |
1,860 |
+24 |
+1.31% |
Pacific Financial Group Inc. |
10,317 |
10,447 |
+130 |
+1.26% |
Leeward Financial Partners LLC |
32,922 |
33,323 |
+401 |
+1.22% |
Tortoise Investment Management LLC |
1,767 |
1,788 |
+21 |
+1.19% |
Aurum Wealth Management Group LLC |
5,145 |
5,206 |
+61 |
+1.19% |
ETF Portfolio Partners Inc. |
83,806 |
84,753 |
+947 |
+1.13% |
My Personal CFO LLC |
16,291 |
16,470 |
+179 |
+1.10% |
Baron Silver Stevens Financial Advisors LLC |
263,237 |
266,025 |
+2,788 |
+1.06% |
Integrity Wealth Solutions LLC |
21,522 |
21,735 |
+213 |
+0.99% |
Clarus Wealth Advisors |
47,236 |
47,689 |
+453 |
+0.96% |
Baldwin Brothers Inc. MA |
61,007 |
61,586 |
+579 |
+0.95% |
David Loasby |
742,406 |
749,330 |
+6,924 |
+0.93% |
Burns J W & Co. Inc. NY |
33,838 |
34,150 |
+312 |
+0.92% |
Stratos Wealth Partners LTD. |
981,966 |
990,434 |
+8,468 |
+0.86% |
Bank of New Hampshire |
4,107 |
4,142 |
+35 |
+0.85% |
Evanson Asset Management LLC |
27,145 |
27,371 |
+226 |
+0.83% |
Avantax Advisory Services Inc. |
249,567 |
251,597 |
+2,030 |
+0.81% |
Northwest Capital Management Inc |
6,655 |
6,709 |
+54 |
+0.81% |
Gilbert & Cook Inc. |
782,037 |
788,046 |
+6,009 |
+0.77% |
Straight Path Wealth Management |
23,389 |
23,565 |
+176 |
+0.75% |
Rainey & Randall Investment Management Inc. |
680,527 |
685,378 |
+4,851 |
+0.71% |
Gordian Advisors LLC |
27,038 |
27,229 |
+191 |
+0.71% |
Financial Freedom LLC |
903 |
909 |
+6 |
+0.66% |
Verum Partners LLC |
7,334 |
7,382 |
+48 |
+0.65% |
Wells Fargo & Company MN |
19,231,510 |
19,347,583 |
+116,073 |
+0.60% |
Latitude Advisors LLC |
6,115 |
6,151 |
+36 |
+0.59% |
HB Wealth Management LLC |
29,887 |
30,047 |
+160 |
+0.54% |
CGC Financial Services LLC |
934 |
939 |
+5 |
+0.54% |
Opus Capital Group LLC |
4,680 |
4,704 |
+24 |
+0.51% |
Clay Northam Wealth Management LLC |
3,898 |
3,918 |
+20 |
+0.51% |
Red Tortoise LLC |
17,887 |
17,975 |
+88 |
+0.49% |
Pioneer Wealth Management Group |
7,721 |
7,759 |
+38 |
+0.49% |
PrairieView Partners LLC |
8,511 |
8,552 |
+41 |
+0.48% |
RFP Financial Group LLC |
28,943 |
29,079 |
+136 |
+0.47% |
Beaumont Financial Advisors LLC |
22,938 |
23,041 |
+103 |
+0.45% |
Advisory Alpha LLC |
3,443 |
3,458 |
+15 |
+0.44% |
Concord Wealth Partners |
2,603 |
2,614 |
+11 |
+0.42% |
Security Financial Services INC. |
36,377 |
36,527 |
+150 |
+0.41% |
SNS Financial Group LLC |
370,702 |
372,156 |
+1,454 |
+0.39% |
Leo Wealth LLC |
9,763 |
9,799 |
+36 |
+0.37% |
BlackRock Inc. |
12,753,289 |
12,799,828 |
+46,539 |
+0.36% |
Bear Mountain Capital Inc. |
194,884 |
195,567 |
+683 |
+0.35% |
SOA Wealth Advisors LLC. |
3,615 |
3,626 |
+11 |
+0.30% |
Cahaba Wealth Management Inc. |
18,481 |
18,531 |
+50 |
+0.27% |
Procyon Private Wealth Partners LLC |
6,644 |
6,662 |
+18 |
+0.27% |
Tectonic Advisors LLC |
471,436 |
472,583 |
+1,147 |
+0.24% |
Sfmg LLC |
10,548 |
10,570 |
+22 |
+0.21% |
Strategic Blueprint LLC |
9,225 |
9,240 |
+15 |
+0.16% |
Jackson Grant Investment Advisers Inc. |
5,047 |
5,054 |
+7 |
+0.14% |
Blume Capital Management Inc. |
162,583 |
162,743 |
+160 |
+0.10% |
Versant Capital Management Inc |
2,055 |
2,057 |
+2 |
+0.10% |
Topel & Distasi Wealth Management LLC |
12,375 |
12,387 |
+12 |
+0.10% |
Lodestone Wealth Management LLC |
51,645 |
51,690 |
+45 |
+0.09% |
LongView Wealth Management |
4,568 |
4,571 |
+3 |
+0.07% |
Barrett & Company Inc. |
7,178 |
7,180 |
+2 |
+0.03% |
Eclectic Associates Inc. ADV |
4,436 |
4,437 |
+1 |
+0.02% |
Legacy Financial Strategies LLC |
16,425 |
16,426 |
+1 |
+0.01% |
Modus Advisors LLC |
7,725 |
7,726 |
+1 |
+0.01% |
13F Filers Reporting New Positions In BND |
Cedar Mountain Advisors LLC |
0 |
0 |
UNCH |
100% |
Brown Brothers Harriman & Co. |
0 |
392 |
+392 |
+100% |
Meridian Management Co. |
0 |
2,758 |
+2,758 |
+100% |
Toews Corp ADV |
0 |
1,046,562 |
+1,046,562 |
+100% |
Hartline Investment Corp |
0 |
6,568 |
+6,568 |
+100% |
GW&K Investment Management LLC |
0 |
2,792 |
+2,792 |
+100% |
Rational Advisors LLC |
0 |
1,313,739 |
+1,313,739 |
+100% |
CIBC Private Wealth Group LLC |
0 |
5,844 |
+5,844 |
+100% |
Sabal Trust CO |
0 |
9,737 |
+9,737 |
+100% |
Marquette Asset Management LLC |
0 |
415 |
+415 |
+100% |
Northwest Investment Counselors LLC |
0 |
617 |
+617 |
+100% |
Mesirow Financial Investment Management Inc. |
0 |
40,473 |
+40,473 |
+100% |
Simplex Trading LLC |
0 |
1,373 |
+1,373 |
+100% |
Pinkerton Retirement Specialists LLC |
0 |
22,570 |
+22,570 |
+100% |
Madden Advisory Services Inc. |
0 |
3,979 |
+3,979 |
+100% |
Headlands Technologies LLC |
0 |
6,521 |
+6,521 |
+100% |
Parkside Advisors LLC |
0 |
21,286 |
+21,286 |
+100% |
Anfield Capital Management LLC |
0 |
10 |
+10 |
+100% |
Gemmer Asset Management LLC |
0 |
13,869 |
+13,869 |
+100% |
BTC Capital Management Inc. |
0 |
644,235 |
+644,235 |
+100% |
Insight Wealth Partners LLC |
0 |
9,547 |
+9,547 |
+100% |
FFT Wealth Management LLC |
0 |
1,417,979 |
+1,417,979 |
+100% |
LGL Partners LLC |
0 |
478,872 |
+478,872 |
+100% |
17 Capital Partners LLC |
0 |
6,357 |
+6,357 |
+100% |
Kovack Advisors Inc. |
0 |
11,157 |
+11,157 |
+100% |
Tower View Investment Management & Research LLC |
0 |
449 |
+449 |
+100% |
D. B. Root & Company LLC |
0 |
2,801 |
+2,801 |
+100% |
Brand Asset Management Group Inc. |
0 |
3,542 |
+3,542 |
+100% |
Cooper Financial Group |
0 |
7,062 |
+7,062 |
+100% |
EWG Elevate Inc. |
0 |
55,999 |
+55,999 |
+100% |
JFG Wealth Management LLC |
0 |
2,800 |
+2,800 |
+100% |
Garrison Point Advisors LLC |
0 |
5,054 |
+5,054 |
+100% |
Bay Harbor Wealth Management LLC |
0 |
142 |
+142 |
+100% |
Signify Wealth |
0 |
3,316 |
+3,316 |
+100% |
Beacon Harbor Wealth Advisors Inc. |
0 |
277,046 |
+277,046 |
+100% |
TBH Global Asset Management LLC |
0 |
3,683 |
+3,683 |
+100% |
Americana Partners LLC |
0 |
3,772 |
+3,772 |
+100% |
Capital Square LLC |
0 |
22,188 |
+22,188 |
+100% |
LifeSteps Financial Inc. |
0 |
255 |
+255 |
+100% |
Future Financial Wealth Managment LLC |
0 |
613 |
+613 |
+100% |
Coombe Bender & Co LLC |
0 |
2,190 |
+2,190 |
+100% |
Capital Advisors Wealth Management LLC |
0 |
4,621 |
+4,621 |
+100% |
Capital CS Group LLC |
0 |
4,968 |
+4,968 |
+100% |
Octavia Wealth Advisors LLC |
0 |
4,158 |
+4,158 |
+100% |
McCarthy Asset Management Inc. |
0 |
3,722 |
+3,722 |
+100% |
Greenhouse Wealth Management LLC |
0 |
3,140 |
+3,140 |
+100% |
Greystone Financial Group LLC |
0 |
5,489 |
+5,489 |
+100% |
Crestone Asset Management LLC |
0 |
2,987 |
+2,987 |
+100% |
Newbridge Financial Services Group Inc. |
0 |
61 |
+61 |
+100% |
Activest Wealth Management |
0 |
1,879 |
+1,879 |
+100% |
Stonegate Investment Group LLC |
0 |
7,876 |
+7,876 |
+100% |
Eagle Strategies LLC |
0 |
134,763 |
+134,763 |
+100% |
Von Berge Wealth Management Group LLC |
0 |
3,285 |
+3,285 |
+100% |
Ameliora Wealth Management Ltd. |
0 |
1,443 |
+1,443 |
+100% |
Retirement Guys Formula LLC |
0 |
25,493 |
+25,493 |
+100% |
Global Assets Advisory LLC |
0 |
100,544 |
+100,544 |
+100% |
Hibernia Wealth Partners LLC |
0 |
6,089 |
+6,089 |
+100% |
Creative Capital Management Investments LLC |
0 |
577 |
+577 |
+100% |
SYSTM Wealth Solutions LLC |
0 |
215 |
+215 |
+100% |
Melfa Wealth Management LLC |
0 |
3,966 |
+3,966 |
+100% |
TFB Advisors LLC |
0 |
5,803 |
+5,803 |
+100% |
Invenio Wealth Partners LLC |
0 |
3,569 |
+3,569 |
+100% |
RAM Investment Partners LLC |
0 |
4,745 |
+4,745 |
+100% |
Christopher J. Hasenberg Inc |
0 |
49 |
+49 |
+100% |
Financiere des Professionnels Fonds d investissement inc. |
0 |
85,900 |
+85,900 |
+100% |
Southland Equity Partners LLC |
0 |
4,417 |
+4,417 |
+100% |
Rakuten Securities Inc. |
0 |
162 |
+162 |
+100% |
Signal Advisors Wealth LLC |
0 |
26,154 |
+26,154 |
+100% |
Focus Financial Network Inc. |
0 |
51,607 |
+51,607 |
+100% |
Clayton Financial Group LLC |
0 |
2,762 |
+2,762 |
+100% |
Edge Financial Advisors LLC |
0 |
5,311 |
+5,311 |
+100% |
Triad Wealth Partners LLC |
0 |
205,353 |
+205,353 |
+100% |
Wealth Group Ltd. |
0 |
18,990 |
+18,990 |
+100% |
Tenon Financial LLC |
0 |
271,162 |
+271,162 |
+100% |
FPC Investment Advisory Inc. |
0 |
108,820 |
+108,820 |
+100% |
Diversify Advisory Services LLC |
0 |
384,041 |
+384,041 |
+100% |
Hilltop National Bank |
0 |
4,378 |
+4,378 |
+100% |
Bright Financial Advisors Inc. |
0 |
6,866 |
+6,866 |
+100% |
Coordinated Financial Services Inc. CO |
0 |
34,660 |
+34,660 |
+100% |
13F Filers With Unchanged Share Count |
Caldwell Sutter Capital Inc. |
299 |
299 |
UNCH |
0.00% |
Ogorek Anthony Joseph NY ADV |
5,347 |
5,347 |
UNCH |
0.00% |
First Financialcorp IN |
884 |
884 |
UNCH |
0.00% |
Valley National Advisers Inc. |
161 |
161 |
UNCH |
0.00% |
Anchor Capital Advisors LLC |
4,600 |
4,600 |
UNCH |
0.00% |
Montag A & Associates Inc. |
87 |
87 |
UNCH |
0.00% |
Godsey & Gibb Associates |
506 |
506 |
UNCH |
0.00% |
Guyasuta Investment Advisors Inc. |
3,300 |
3,300 |
UNCH |
0.00% |
Arvest Investments Inc. |
112 |
112 |
UNCH |
0.00% |
Optimum Investment Advisors |
850 |
850 |
UNCH |
0.00% |
Adirondack Trust Co. |
5,881 |
5,881 |
UNCH |
0.00% |
Peoples Financial Services CORP. |
619 |
619 |
UNCH |
0.00% |
Woodmont Investment Counsel LLC |
3,617 |
3,617 |
UNCH |
0.00% |
Hollencrest Capital Management |
48 |
48 |
UNCH |
0.00% |
Greenleaf Trust |
23,188 |
23,188 |
UNCH |
0.00% |
Obermeyer Wood Investment Counsel Lllp |
3,854 |
3,854 |
UNCH |
0.00% |
Bangor Savings Bank |
365 |
365 |
UNCH |
0.00% |
Indiana Trust & Investment Management CO |
210 |
210 |
UNCH |
0.00% |
Horizon Investment Services LLC |
13,732 |
13,732 |
UNCH |
0.00% |
Shelter Mutual Insurance Co |
76,583 |
76,583 |
UNCH |
0.00% |
Sandy Spring Bank |
12 |
12 |
UNCH |
0.00% |
Mitsubishi UFJ Trust & Banking Corp |
161,270 |
161,270 |
UNCH |
0.00% |
TD Capital Management LLC |
352,325 |
352,325 |
UNCH |
0.00% |
Baskin Financial Services Inc. |
3,185 |
3,185 |
UNCH |
0.00% |
Smart Portfolios LLC |
5,086 |
5,086 |
UNCH |
0.00% |
Vantage Investment Partners LLC |
2,990 |
2,990 |
UNCH |
0.00% |
Moneda S.A. Administradora General de Fondos |
28,250 |
28,250 |
UNCH |
0.00% |
Macroview Investment Management LLC |
8 |
8 |
UNCH |
0.00% |
Cornerstone Management Inc. |
4,187 |
4,187 |
UNCH |
0.00% |
Vontobel Holding Ltd. |
6,899 |
6,899 |
UNCH |
0.00% |
Capital Advisors Ltd. LLC |
215 |
215 |
UNCH |
0.00% |
GM Advisory Group Inc. |
2,796 |
2,796 |
UNCH |
0.00% |
Riggs Asset Managment Co. Inc. |
110 |
110 |
UNCH |
0.00% |
Abacus Planning Group Inc. |
6,760 |
6,760 |
UNCH |
0.00% |
Cypress Capital Management LLC WY |
200 |
200 |
UNCH |
0.00% |
Farmers & Merchants Trust Co of Chambersburg PA |
475 |
475 |
UNCH |
0.00% |
Legacy Advisors LLC |
6,749 |
6,749 |
UNCH |
0.00% |
Aries Wealth Management |
8,324 |
8,324 |
UNCH |
0.00% |
Global Trust Asset Management LLC |
17 |
17 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
555 |
555 |
UNCH |
0.00% |
Bedel Financial Consulting Inc. |
5,910 |
5,910 |
UNCH |
0.00% |
Investors Research Corp |
1,239 |
1,239 |
UNCH |
0.00% |
180 Wealth Advisors LLC |
3,235 |
3,235 |
UNCH |
0.00% |
Castleview Partners LLC |
257 |
257 |
UNCH |
0.00% |
LFA Lugano Financial Advisors SA |
4,433 |
4,433 |
UNCH |
0.00% |
Peachtree Investment Partners LLC |
2,920 |
2,920 |
UNCH |
0.00% |
VisionPoint Advisory Group LLC |
9 |
9 |
UNCH |
0.00% |
Essex Savings Bank |
3,833 |
3,833 |
UNCH |
0.00% |
Reitz Capital Advisors LLC |
88,532 |
88,532 |
UNCH |
0.00% |
Jackson Hole Capital Partners LLC |
107 |
107 |
UNCH |
0.00% |
PSI Advisors LLC |
313 |
313 |
UNCH |
0.00% |
HBW Advisory Services LLC |
13,519 |
13,519 |
UNCH |
0.00% |
Schwarz Dygos Wheeler Investment Advisors LLC |
5,733 |
5,733 |
UNCH |
0.00% |
Provident Wealth Management LLC |
334 |
334 |
UNCH |
0.00% |
S.A. Mason LLC |
5,258 |
5,258 |
UNCH |
0.00% |
Key Financial Inc |
8,524 |
8,524 |
UNCH |
0.00% |
Lion Street Advisors LLC |
20,422 |
20,422 |
UNCH |
0.00% |
Mine & Arao Wealth Creation & Management LLC. |
3,767 |
3,767 |
UNCH |
0.00% |
Center for Financial Planning Inc. |
631 |
631 |
UNCH |
0.00% |
Davis Capital Management |
255 |
255 |
UNCH |
0.00% |
Rosenberg Matthew Hamilton |
60 |
60 |
UNCH |
0.00% |
IAG Wealth Partners LLC |
118 |
118 |
UNCH |
0.00% |
Hoese & Co LLP |
540 |
540 |
UNCH |
0.00% |
DHJJ Financial Advisors Ltd. |
97 |
97 |
UNCH |
0.00% |
Sittner & Nelson LLC |
2 |
2 |
UNCH |
0.00% |
Delos Wealth Advisors LLC |
1 |
1 |
UNCH |
0.00% |
OLIO Financial Planning |
18,680 |
18,680 |
UNCH |
0.00% |
MKT Advisors LLC |
4,613 |
4,613 |
UNCH |
0.00% |
Mid American Wealth Advisory Group Inc. |
2,754 |
2,754 |
UNCH |
0.00% |
Byrne Asset Management LLC |
50 |
50 |
UNCH |
0.00% |
Oak Harbor Wealth Partners LLC |
6,534 |
6,534 |
UNCH |
0.00% |
BancFirst Trust & Investment Management |
185,623 |
185,623 |
UNCH |
0.00% |
Integrity Financial Corp WA |
26 |
26 |
UNCH |
0.00% |
FSC Wealth Advisors LLC |
950 |
950 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
751,915 |
751,915 |
UNCH |
0.00% |
DecisionPoint Financial LLC |
664 |
664 |
UNCH |
0.00% |
Horizons Wealth Management |
92,424 |
92,424 |
UNCH |
0.00% |
Essential Planning LLC. |
11,460 |
11,460 |
UNCH |
0.00% |
Ethos Financial Group LLC |
3,624 |
3,624 |
UNCH |
0.00% |
EnRich Financial Partners LLC |
3,103 |
3,103 |
UNCH |
0.00% |
JDM Financial Group LLC |
50 |
50 |
UNCH |
0.00% |
Trifecta Capital Advisors LLC |
381 |
381 |
UNCH |
0.00% |
Bbjs Financial Advisors LLC |
23 |
23 |
UNCH |
0.00% |
Petra Financial Advisors Inc. |
10,680 |
10,680 |
UNCH |
0.00% |
Frank Rimerman Advisors LLC |
45,326 |
45,326 |
UNCH |
0.00% |
Union Savings Bank |
510 |
510 |
UNCH |
0.00% |
Arlington Trust Co LLC |
7,040 |
7,040 |
UNCH |
0.00% |
Williams & Novak LLC |
16,250 |
16,250 |
UNCH |
0.00% |
United Community Bank |
295 |
295 |
UNCH |
0.00% |
Naples Money Management LLC |
75 |
75 |
UNCH |
0.00% |
Traveka Wealth LLC |
3,452 |
3,452 |
UNCH |
0.00% |
Wetzel Investment Advisors Inc. |
2,401 |
2,401 |
UNCH |
0.00% |
Sachetta LLC |
3,906 |
3,906 |
UNCH |
0.00% |
Planning Capital Management Corp |
200 |
200 |
UNCH |
0.00% |
Clarity Capital Partners LLC |
4,678 |
4,678 |
UNCH |
0.00% |
Transcendent Capital Group LLC |
845 |
845 |
UNCH |
0.00% |
Mainsail Asset Management LLC |
2,959 |
2,959 |
UNCH |
0.00% |
13F Filers Decreasing BND Share Count |
Eagle Bay Advisors LLC |
33,745 |
212 |
-33,533 |
-99.37% |
Morton Brown Family Wealth LLC |
751 |
6 |
-745 |
-99.20% |
McIlrath & Eck LLC |
109,212 |
2,786 |
-106,426 |
-97.45% |
Cliftonlarsonallen Wealth Advisors LLC |
1,131,952 |
39,765 |
-1,092,187 |
-96.49% |
First Citizens Bank & Trust Co. |
824,002 |
32,764 |
-791,238 |
-96.02% |
Creative Financial Designs Inc. ADV |
60,439 |
2,443 |
-57,996 |
-95.96% |
NewEdge Wealth LLC |
141,830 |
7,707 |
-134,123 |
-94.57% |
Empower Advisory Group LLC |
257,331 |
20,440 |
-236,891 |
-92.06% |
SageView Advisory Group LLC |
108,974 |
9,071 |
-99,903 |
-91.68% |
Liberty Wealth Management LLC |
93,692 |
8,836 |
-84,856 |
-90.57% |
Glassman Wealth Services |
24,524 |
2,368 |
-22,156 |
-90.34% |
Apollon Wealth Management LLC |
540,190 |
52,281 |
-487,909 |
-90.32% |
Financial Synergies Wealth Advisors Inc. |
17,284 |
1,867 |
-15,417 |
-89.20% |
Wiser Wealth Management Inc |
37,170 |
4,686 |
-32,484 |
-87.39% |
Richardson Capital Management LLC |
839 |
109 |
-730 |
-87.01% |
Your Advocates Ltd. LLP |
653 |
107 |
-546 |
-83.61% |
Atlantic Edge Private Wealth Management LLC |
31,660 |
5,380 |
-26,280 |
-83.01% |
Capital Investment Advisory Services LLC |
3,736 |
670 |
-3,066 |
-82.07% |
Apollon Financial LLC |
33,927 |
7,765 |
-26,162 |
-77.11% |
Whittier Trust Co. of Nevada Inc. |
371 |
95 |
-276 |
-74.39% |
Constant Guidance Financial LLC |
87,904 |
22,840 |
-65,064 |
-74.02% |
CNB Bank |
871 |
240 |
-631 |
-72.45% |
Independent Wealth Network Inc. |
18,518 |
5,127 |
-13,391 |
-72.31% |
South State CORP. |
3,120 |
880 |
-2,240 |
-71.79% |
Watershed Private Wealth LLC |
10,052 |
2,914 |
-7,138 |
-71.01% |
Cyndeo Wealth Partners LLC |
29,642 |
8,673 |
-20,969 |
-70.74% |
Discipline Wealth Solutions LLC |
25,428 |
7,557 |
-17,871 |
-70.28% |
Myecfo LLC |
16,662 |
5,314 |
-11,348 |
-68.11% |
Gradient Investments LLC |
695 |
234 |
-461 |
-66.33% |
Symmetry Partners LLC |
1,059,798 |
361,080 |
-698,718 |
-65.93% |
Meeder Asset Management Inc. |
98,517 |
33,885 |
-64,632 |
-65.60% |
Global Retirement Partners LLC |
336,569 |
120,389 |
-216,180 |
-64.23% |
Main Street Financial Solutions LLC |
60,609 |
21,789 |
-38,820 |
-64.05% |
Cornerstone Planning Group LLC |
3,872 |
1,444 |
-2,428 |
-62.71% |
Fortis Group Advisors LLC |
2,250 |
845 |
-1,405 |
-62.44% |
Fortitude Family Office LLC |
944 |
356 |
-588 |
-62.29% |
Intelligent Financial Strategies |
8,872 |
3,475 |
-5,397 |
-60.83% |
Investment Research & Advisory Group Inc. |
29,236 |
11,468 |
-17,768 |
-60.77% |
Whittier Trust Co. |
666 |
266 |
-400 |
-60.06% |
Crew Capital Management Ltd. |
59,662 |
24,758 |
-34,904 |
-58.50% |
HBK Sorce Advisory LLC |
48,412 |
20,198 |
-28,214 |
-58.28% |
LPL Financial LLC |
34,196,930 |
14,894,131 |
-19,302,799 |
-56.45% |
Perigon Wealth Management LLC |
308,259 |
141,769 |
-166,490 |
-54.01% |
Hanson & Doremus Investment Management |
27,129 |
12,575 |
-14,554 |
-53.65% |
Catalyst Financial Partners LLC |
71,910 |
33,735 |
-38,175 |
-53.09% |
Private Trust Co. NA |
46,948 |
22,504 |
-24,444 |
-52.07% |
Jordan Park Group LLC |
92,592 |
44,655 |
-47,937 |
-51.77% |
Elm Partners Management LLC |
164,405 |
79,658 |
-84,747 |
-51.55% |
Benjamin Edwards Inc. |
209 |
104 |
-105 |
-50.24% |
Banque Cantonale Vaudoise |
2,000 |
1,000 |
-1,000 |
-50.00% |
Geneos Wealth Management Inc. |
157,220 |
80,098 |
-77,122 |
-49.05% |
Wedmont Private Capital |
13,790 |
7,120 |
-6,670 |
-48.37% |
OneAscent Wealth Management LLC |
7,343 |
3,877 |
-3,466 |
-47.20% |
Strategic Investment Advisors MI |
58,660 |
31,351 |
-27,309 |
-46.55% |
Petix & Botte Co |
247,703 |
132,923 |
-114,780 |
-46.34% |
Assetmark Inc. |
2,596,005 |
1,413,250 |
-1,182,755 |
-45.56% |
Symphony Financial Ltd. Co. |
50,185 |
27,922 |
-22,263 |
-44.36% |
Accurate Wealth Management LLC |
11,690 |
6,520 |
-5,170 |
-44.23% |
Cobblestone Capital Advisors LLC NY |
64,123 |
36,452 |
-27,671 |
-43.15% |
Beacon Wealthcare LLC |
24,063 |
13,936 |
-10,127 |
-42.09% |
Great Valley Advisor Group Inc. |
79,515 |
47,144 |
-32,371 |
-40.71% |
Ignite Planners LLC |
6,603 |
3,917 |
-2,686 |
-40.68% |
Applied Capital LLC |
88,557 |
53,540 |
-35,017 |
-39.54% |
Vigilare Wealth Management |
564,393 |
341,375 |
-223,018 |
-39.51% |
First Pacific Financial |
2,888 |
1,754 |
-1,134 |
-39.27% |
Financial Counselors Inc. |
27,768 |
16,916 |
-10,852 |
-39.08% |
Pacifica Partners Inc. |
2,689 |
1,643 |
-1,046 |
-38.90% |
Hart & Patterson Financial Group LLC |
261,332 |
162,845 |
-98,487 |
-37.69% |
Benedetti & Gucer Inc. |
10,539 |
6,603 |
-3,936 |
-37.35% |
BNP Paribas Arbitrage SA |
310,599 |
194,913 |
-115,686 |
-37.25% |
Flagship Harbor Advisors LLC |
53,905 |
33,865 |
-20,040 |
-37.18% |
Twin Peaks Wealth Advisors LLC |
7,498 |
4,724 |
-2,774 |
-37.00% |
IFG Advisory LLC |
20,213 |
12,799 |
-7,414 |
-36.68% |
GHP Investment Advisors Inc. |
5,310 |
3,431 |
-1,879 |
-35.39% |
Berger Financial Group Inc |
27,804 |
18,101 |
-9,703 |
-34.90% |
Source Financial Advisors LLC |
34,954 |
22,824 |
-12,130 |
-34.70% |
Perfromance Wealth Partners LLC |
23,985 |
15,727 |
-8,258 |
-34.43% |
Summit Financial LLC |
56,047 |
37,080 |
-18,967 |
-33.84% |
Atticus Wealth Management LLC |
146 |
97 |
-49 |
-33.56% |
BTS Asset Management Inc. |
22,426 |
14,963 |
-7,463 |
-33.28% |
FinTrust Capital Advisors LLC |
1,029 |
690 |
-339 |
-32.94% |
Advisor Group Holdings Inc. |
4,377,784 |
2,974,860 |
-1,402,924 |
-32.05% |
Independent Advisor Alliance |
117,126 |
81,551 |
-35,575 |
-30.37% |
Soltis Investment Advisors LLC |
164,612 |
115,191 |
-49,421 |
-30.02% |
Hendershot Investments Inc. |
16,885 |
12,043 |
-4,842 |
-28.68% |
Trust Co. of Virginia VA |
7,000 |
4,999 |
-2,001 |
-28.59% |
VitalStone Financial LLC |
231 |
166 |
-65 |
-28.14% |
Patriot Financial Group Insurance Agency LLC |
37,350 |
27,017 |
-10,333 |
-27.67% |
Sei Investments Co. |
16,312,971 |
11,928,483 |
-4,384,488 |
-26.88% |
LexAurum Advisors LLC |
4,575 |
3,351 |
-1,224 |
-26.75% |
Melone Private Wealth LLC |
4,974 |
3,669 |
-1,305 |
-26.24% |
First Heartland Consultants Inc. |
183,578 |
136,136 |
-47,442 |
-25.84% |
Patron Partners Advisors LLC |
10,923 |
8,133 |
-2,790 |
-25.54% |
Carlton Hofferkamp & Jenks Wealth Management LLC |
5,033 |
3,755 |
-1,278 |
-25.39% |
Van Hulzen Asset Management LLC |
4,103 |
3,073 |
-1,030 |
-25.10% |
Tyche Wealth Partners LLC |
4,120 |
3,092 |
-1,028 |
-24.95% |
First Command Advisory Services Inc. |
303 |
228 |
-75 |
-24.75% |
Beacon Bridge Wealth Partners LLC |
8,958 |
6,745 |
-2,213 |
-24.70% |
Sweet Financial Partners LLC |
5,581 |
4,208 |
-1,373 |
-24.60% |
NBT Bank N A NY |
21,811 |
16,576 |
-5,235 |
-24.00% |
Aveo Capital Partners LLC |
6,281 |
4,779 |
-1,502 |
-23.91% |
Sterling Financial Planning Inc. |
19,682 |
15,015 |
-4,667 |
-23.71% |
Spire Wealth Management |
146,832 |
112,350 |
-34,482 |
-23.48% |
Good Life Advisors LLC |
7,586 |
5,824 |
-1,762 |
-23.23% |
Unique Wealth Strategies LLC |
4,996 |
3,856 |
-1,140 |
-22.82% |
Envestnet Portfolio Solutions Inc. |
2,900,224 |
2,248,024 |
-652,200 |
-22.49% |
Tsfg LLC |
1,632 |
1,278 |
-354 |
-21.69% |
BKD Wealth Advisors LLC |
9,836 |
7,799 |
-2,037 |
-20.71% |
Strategic Financial Planning Inc. |
15,382 |
12,200 |
-3,182 |
-20.69% |
Conrad Siegel Investment Advisors Inc. |
10,054 |
7,977 |
-2,077 |
-20.66% |
Harbor Investment Advisory LLC |
1,017 |
809 |
-208 |
-20.45% |
Fermata Advisors LLC |
21,629 |
17,247 |
-4,382 |
-20.26% |
Mayport LLC |
22,479 |
17,967 |
-4,512 |
-20.07% |
Ameraudi Asset Management Inc. |
222,632 |
178,385 |
-44,247 |
-19.87% |
Family Wealth Partners LLC |
22,399 |
17,983 |
-4,416 |
-19.72% |
Hexagon Capital Partners LLC |
2,483 |
1,994 |
-489 |
-19.69% |
Clearview Wealth Advisors LLC |
3,736 |
3,007 |
-729 |
-19.51% |
Means Investment CO. Inc. |
5,182 |
4,176 |
-1,006 |
-19.41% |
Eastern Bank |
30,520 |
24,648 |
-5,872 |
-19.24% |
Cedar Brook Financial Partners LLC |
21,367 |
17,415 |
-3,952 |
-18.50% |
Larson Financial Group LLC |
10,759 |
8,775 |
-1,984 |
-18.44% |
Keener Financial Planning LLC |
9,618 |
7,855 |
-1,763 |
-18.33% |
Bartlett & CO. Wealth Management LLC |
85,559 |
69,926 |
-15,633 |
-18.27% |
Keudell Morrison Wealth Management |
9,870 |
8,082 |
-1,788 |
-18.12% |
Berkshire Bank |
3,964 |
3,279 |
-685 |
-17.28% |
Financial Advocates Investment Management |
271,417 |
224,854 |
-46,563 |
-17.16% |
McLean Asset Management Corp |
6,116 |
5,071 |
-1,045 |
-17.09% |
JPMorgan Chase & Co. |
96,338,042 |
79,871,197 |
-16,466,845 |
-17.09% |
VERITY Wealth Advisors |
18,532 |
15,418 |
-3,114 |
-16.80% |
STA Wealth Management LLC |
8,627 |
7,179 |
-1,448 |
-16.78% |
Massmutual Trust Co. FSB ADV |
65,114 |
54,279 |
-10,835 |
-16.64% |
Roger Wittlin Investment Advisory LLC |
67,503 |
56,289 |
-11,214 |
-16.61% |
Arden Trust Co |
7,809 |
6,520 |
-1,289 |
-16.51% |
Verdence Capital Advisors LLC |
6,310 |
5,310 |
-1,000 |
-15.85% |
Davis R M Inc. |
8,860 |
7,466 |
-1,394 |
-15.73% |
SILVER OAK SECURITIES Inc |
126,339 |
106,661 |
-19,678 |
-15.58% |
AdvisorNet Financial Inc |
13,037 |
11,068 |
-1,969 |
-15.10% |
Country Club Bank GFN |
9,120 |
7,745 |
-1,375 |
-15.08% |
Essex Financial Services Inc. |
3,376 |
2,869 |
-507 |
-15.02% |
W.H. Cornerstone Investments Inc. |
41,162 |
35,058 |
-6,104 |
-14.83% |
Barden Capital Management Inc. |
35,479 |
30,267 |
-5,212 |
-14.69% |
Consolidated Portfolio Review Corp |
4,683 |
4,033 |
-650 |
-13.88% |
Kingswood Wealth Advisors LLC |
15,447 |
13,307 |
-2,140 |
-13.85% |
Institute for Wealth Management LLC. |
14,294 |
12,327 |
-1,967 |
-13.76% |
Mitchell Mcleod Pugh & Williams Inc. |
18,277 |
15,777 |
-2,500 |
-13.68% |
Access Financial Services Inc. |
8,297 |
7,167 |
-1,130 |
-13.62% |
Citigroup Inc. |
933,650 |
806,501 |
-127,149 |
-13.62% |
Orgel Wealth Management LLC |
4,882,361 |
4,218,247 |
-664,114 |
-13.60% |
Csenge Advisory Group |
41,145 |
35,552 |
-5,593 |
-13.59% |
Carr Financial Group Corp |
336,620 |
291,727 |
-44,893 |
-13.34% |
Retirement Group LLC |
1,882 |
1,632 |
-250 |
-13.28% |
Twele Capital Management Inc. |
643,014 |
560,128 |
-82,886 |
-12.89% |
Smartleaf Asset Management LLC |
14,931 |
13,008 |
-1,923 |
-12.88% |
Capital Investment Advisors LLC |
10,231 |
8,921 |
-1,310 |
-12.80% |
H&H Retirement Design & Management INC |
23,667 |
20,641 |
-3,026 |
-12.79% |
First National Bank of Omaha |
27,057 |
23,665 |
-3,392 |
-12.54% |
Horizon Bancorp Inc. IN |
954,268 |
835,058 |
-119,210 |
-12.49% |
Regions Financial Corp |
69,862 |
61,781 |
-8,081 |
-11.57% |
Private Ocean LLC |
7,341 |
6,498 |
-843 |
-11.48% |
Trust Point Inc. |
23,215 |
20,593 |
-2,622 |
-11.29% |
Cullen Frost Bankers Inc. |
1,145 |
1,018 |
-127 |
-11.09% |
HCR Wealth Advisors |
9,541 |
8,493 |
-1,048 |
-10.98% |
Knights of Columbus Asset Advisors LLC |
5,197 |
4,628 |
-569 |
-10.95% |
Cordant Inc. |
7,194 |
6,415 |
-779 |
-10.83% |
Bell Investment Advisors Inc |
23,388 |
20,862 |
-2,526 |
-10.80% |
Twelve Points Wealth Management LLC |
7,044 |
6,285 |
-759 |
-10.78% |
Verus Capital Partners LLC |
8,329 |
7,432 |
-897 |
-10.77% |
Focused Wealth Management Inc |
332,099 |
296,705 |
-35,394 |
-10.66% |
Epic Trust Investment Advisors LLC |
12,430 |
11,133 |
-1,297 |
-10.43% |
Manning & Napier Group LLC |
681,381 |
612,219 |
-69,162 |
-10.15% |
Lpwm LLC |
4,907 |
4,418 |
-489 |
-9.97% |
New England Private Wealth Advisors LLC |
26,796 |
24,134 |
-2,662 |
-9.93% |
SeaCrest Wealth Management LLC |
5,109 |
4,602 |
-507 |
-9.92% |
Fiera Capital Corp |
7,960 |
7,172 |
-788 |
-9.90% |
Lindbrook Capital LLC |
871 |
787 |
-84 |
-9.64% |
Whelan Financial |
210,606 |
190,448 |
-20,158 |
-9.57% |
Genesee Capital Advisors LLC |
5,390 |
4,879 |
-511 |
-9.48% |
Allegiance Financial Group Advisory Services LLC |
37,481 |
33,998 |
-3,483 |
-9.29% |
Great Lakes Retirement Inc. |
24,979 |
22,683 |
-2,296 |
-9.19% |
Ballentine Partners LLC |
65,667 |
59,700 |
-5,967 |
-9.09% |
Grimes & Company Inc. |
23,040 |
20,954 |
-2,086 |
-9.05% |
Hazlett Burt & Watson Inc. |
9,745 |
8,882 |
-863 |
-8.86% |
Flagship Private Wealth LLC |
42,159 |
38,583 |
-3,576 |
-8.48% |
UMB Bank N A MO |
72,304 |
66,173 |
-6,131 |
-8.48% |
Northeast Financial Group Inc. |
10,032 |
9,200 |
-832 |
-8.29% |
Financial Insights Inc. |
23,064 |
21,181 |
-1,883 |
-8.16% |
Norway Savings Bank |
6,293 |
5,783 |
-510 |
-8.10% |
Collaborative Wealth Managment Inc. |
15,137 |
13,937 |
-1,200 |
-7.93% |
Mountain Pacific Investment Advisers Inc. ID |
47,216 |
43,479 |
-3,737 |
-7.91% |
JNB Advisors LLC |
14,422 |
13,305 |
-1,117 |
-7.75% |
Great Waters Wealth Management |
833,842 |
770,469 |
-63,373 |
-7.60% |
Darrow Company Inc. |
119,182 |
110,501 |
-8,681 |
-7.28% |
Diversified Portfolios Inc. |
72,719 |
67,535 |
-5,184 |
-7.13% |
McKinley Carter Wealth Services Inc. |
182,790 |
169,821 |
-12,969 |
-7.10% |
Bath Savings Trust Co |
28,712 |
26,717 |
-1,995 |
-6.95% |
Hohimer Wealth Management LLC |
6,312 |
5,881 |
-431 |
-6.83% |
Cumberland Partners Ltd |
24,165 |
22,515 |
-1,650 |
-6.83% |
Annapolis Financial Services LLC |
16,479 |
15,359 |
-1,120 |
-6.80% |
Simon Quick Advisors LLC |
23,497 |
21,907 |
-1,590 |
-6.77% |
Rise Advisors LLC |
1,354 |
1,264 |
-90 |
-6.65% |
Chapin Davis Inc. |
3,352 |
3,131 |
-221 |
-6.59% |
Fifth Third Bancorp |
124,576 |
116,391 |
-8,185 |
-6.57% |
Bridge Advisory LLC |
4,320 |
4,037 |
-283 |
-6.55% |
Aua Capital Management LLC |
11,813 |
11,061 |
-752 |
-6.37% |
Meridian Wealth Partners LLC |
18,879 |
17,684 |
-1,195 |
-6.33% |
Cahill Wealth Management LLC |
62,329 |
58,412 |
-3,917 |
-6.28% |
Hallmark Capital Management Inc. |
2,466 |
2,316 |
-150 |
-6.08% |
Duncker Streett & Co. Inc. |
5,252 |
4,937 |
-315 |
-6.00% |
NorthStar Asset Management LLC NJ |
6,666 |
6,276 |
-390 |
-5.85% |
MBA Advisors LLC |
17,779 |
16,741 |
-1,038 |
-5.84% |
Western Wealth Management LLC |
45,521 |
42,869 |
-2,652 |
-5.83% |
Taylor Hoffman Wealth Management |
68,851 |
64,897 |
-3,954 |
-5.74% |
Power Wealth Management LLC |
23,106 |
21,788 |
-1,318 |
-5.70% |
Betterment LLC |
1,474,129 |
1,390,586 |
-83,543 |
-5.67% |
Successful Portfolios LLC |
8,110 |
7,656 |
-454 |
-5.60% |
Commonwealth Equity Services LLC |
1,791,657 |
1,691,470 |
-100,187 |
-5.59% |
MA Private Wealth |
941,616 |
889,335 |
-52,281 |
-5.55% |
AWM Capital LLC |
7,774 |
7,345 |
-429 |
-5.52% |
Exencial Wealth Advisors LLC |
130,434 |
123,256 |
-7,178 |
-5.50% |
Windward Private Wealth Management Inc. |
8,101 |
7,670 |
-431 |
-5.32% |
Abbrea Capital LLC |
195,435 |
185,179 |
-10,256 |
-5.25% |
New Potomac Partners LLC |
6,590 |
6,260 |
-330 |
-5.01% |
Signature Securities Group Corporation |
31,623 |
30,053 |
-1,570 |
-4.96% |
Haverford Trust Co. |
50,360 |
47,870 |
-2,490 |
-4.94% |
Acorn Financial Advisory Services Inc. ADV |
3,197 |
3,041 |
-156 |
-4.88% |
Goelzer Investment Management Inc. |
12,748 |
12,133 |
-615 |
-4.82% |
Bull Street Advisors LLC |
10,053 |
9,578 |
-475 |
-4.72% |
Fragasso Group Inc. |
196,598 |
187,340 |
-9,258 |
-4.71% |
Howard Capital Management Inc. |
36,276 |
34,579 |
-1,697 |
-4.68% |
Daymark Wealth Partners LLC |
4,275 |
4,078 |
-197 |
-4.61% |
David Kennon Inc |
57,344 |
54,703 |
-2,641 |
-4.61% |
Nations Financial Group Inc. IA ADV |
16,983 |
16,206 |
-777 |
-4.58% |
B & T Capital Management DBA Alpha Capital Management |
15,306 |
14,609 |
-697 |
-4.55% |
REDW Wealth LLC |
57,276 |
54,737 |
-2,539 |
-4.43% |
International Assets Investment Management LLC |
20,823 |
19,913 |
-910 |
-4.37% |
Rain Capital Management LLC |
7,532 |
7,221 |
-311 |
-4.13% |
Charles Schwab Trust Co |
217,070 |
208,157 |
-8,913 |
-4.11% |
Values Added Financial LLC |
102,538 |
98,438 |
-4,100 |
-4.00% |
Enterprise Bank & Trust Co |
6,873 |
6,601 |
-272 |
-3.96% |
Charles Schwab Investment Management Inc. |
3,521,638 |
3,383,128 |
-138,510 |
-3.93% |
StoneX Group Inc. |
18,992 |
18,252 |
-740 |
-3.90% |
Smithfield Trust Co. |
263,789 |
253,535 |
-10,254 |
-3.89% |
Culbertson A N & Co. Inc. |
29,381 |
28,254 |
-1,127 |
-3.84% |
Ruedi Wealth Management Inc. |
12,310 |
11,838 |
-472 |
-3.83% |
Sonata Capital Group Inc. |
9,442 |
9,082 |
-360 |
-3.81% |
Gould Asset Management LLC CA |
43,831 |
42,176 |
-1,655 |
-3.78% |
Vantage Financial Partners LLC |
3,129 |
3,013 |
-116 |
-3.71% |
Total Wealth Planning LLC |
48,578 |
46,800 |
-1,778 |
-3.66% |
Orion Portfolio Solutions LLC |
155,212 |
149,625 |
-5,587 |
-3.60% |
Blue Barn Wealth LLC |
6,832 |
6,589 |
-243 |
-3.56% |
US Bancorp DE |
442,314 |
426,924 |
-15,390 |
-3.48% |
Pallas Capital Advisors LLC |
6,740 |
6,508 |
-232 |
-3.44% |
Bouchey Financial Group Ltd |
119,777 |
115,683 |
-4,094 |
-3.42% |
Clear Creek Financial Management LLC |
33,128 |
32,002 |
-1,126 |
-3.40% |
FDx Advisors Inc. |
316,803 |
306,124 |
-10,679 |
-3.37% |
ProVise Management Group LLC |
7,172 |
6,932 |
-240 |
-3.35% |
Strategy Asset Managers LLC |
10,011 |
9,683 |
-328 |
-3.28% |
Westside Investment Management Inc. |
26,785 |
25,908 |
-877 |
-3.27% |
Capital Insight Partners LLC |
26,200 |
25,359 |
-841 |
-3.21% |
First Personal Financial Services |
36,358 |
35,259 |
-1,099 |
-3.02% |
King Wealth |
8,186 |
7,952 |
-234 |
-2.86% |
Nvwm LLC |
36,604 |
35,563 |
-1,041 |
-2.84% |
Parallel Advisors LLC |
73,876 |
71,809 |
-2,067 |
-2.80% |
Webster Bank N. A. |
8,507 |
8,274 |
-233 |
-2.74% |
Park Avenue Securities LLC |
83,554 |
81,333 |
-2,221 |
-2.66% |
Market Street Wealth Management Advisors LLC |
71,000 |
69,263 |
-1,737 |
-2.45% |
Householder Group Estate & Retirement Specialist LLC |
8,675 |
8,465 |
-210 |
-2.42% |
Sontag Advisory LLC |
329,116 |
321,141 |
-7,975 |
-2.42% |
Clarity Capital Advisors LLC |
6,841 |
6,677 |
-164 |
-2.40% |
City Holding Co. |
25,559 |
24,953 |
-606 |
-2.37% |
Flower City Capital |
304,459 |
297,338 |
-7,121 |
-2.34% |
MainStreet Investment Advisors LLC |
58,459 |
57,109 |
-1,350 |
-2.31% |
MN Wealth Advisors LLC |
25,550 |
24,964 |
-586 |
-2.29% |
Taylor & Morgan Wealth Management LLC |
9,770 |
9,546 |
-224 |
-2.29% |
Litman Gregory Asset Management LLC |
303,522 |
296,653 |
-6,869 |
-2.26% |
Truefg LLC |
6,241 |
6,102 |
-139 |
-2.23% |
Root Financial Partners LLC |
15,320 |
14,983 |
-337 |
-2.20% |
Cantor Fitzgerald Investment Adviser L.P. |
22,702 |
22,210 |
-492 |
-2.17% |
Raymond James Trust N.A. |
32,505 |
31,819 |
-686 |
-2.11% |
Kathleen S. Wright Associates Inc. |
27,872 |
27,293 |
-579 |
-2.08% |
Sterling Investment Management Inc. |
109,707 |
107,467 |
-2,240 |
-2.04% |
AEGON USA Investment Management LLC |
46,782 |
45,834 |
-948 |
-2.03% |
Townsend Asset Management Corp NC ADV |
2,031 |
1,990 |
-41 |
-2.02% |
Ausdal Financial Partners Inc. |
48,771 |
47,823 |
-948 |
-1.94% |
Chilton Capital Management LLC |
5,239 |
5,139 |
-100 |
-1.91% |
Connecticut Wealth Management LLC |
122,934 |
120,610 |
-2,324 |
-1.89% |
Mustard Seed Financial LLC |
7,134 |
7,000 |
-134 |
-1.88% |
FC Advisory LLC |
29,007 |
28,473 |
-534 |
-1.84% |
Anderson Fisher LLC |
52,277 |
51,360 |
-917 |
-1.75% |
Dakota Wealth Management |
18,179 |
17,863 |
-316 |
-1.74% |
U.S. Capital Wealth Advisors LLC |
16,600 |
16,320 |
-280 |
-1.69% |
Private Advisor Group LLC |
482,312 |
474,223 |
-8,089 |
-1.68% |
Janney Capital Management LLC |
35,592 |
35,003 |
-589 |
-1.65% |
Five Oceans Advisors |
5,353 |
5,271 |
-82 |
-1.53% |
MONECO Advisors LLC |
16,959 |
16,706 |
-253 |
-1.49% |
Cornerstone Wealth Management LLC |
136,807 |
134,820 |
-1,987 |
-1.45% |
NorthLanding Financial Partners LLC |
5,924 |
5,840 |
-84 |
-1.42% |
Sage Financial Group Inc. |
10,629 |
10,480 |
-149 |
-1.40% |
Cassaday & Co Wealth Management LLC |
4,201 |
4,143 |
-58 |
-1.38% |
Acas LLC |
21,911 |
21,612 |
-299 |
-1.36% |
Lebenthal Global Advisors LLC |
38,049 |
37,545 |
-504 |
-1.32% |
Buckingham Strategic Wealth LLC |
13,128 |
12,960 |
-168 |
-1.28% |
Elevated Capital Advisors LLC |
40,794 |
40,285 |
-509 |
-1.25% |
Sovereign Financial Group Inc. |
10,835 |
10,701 |
-134 |
-1.24% |
Brave Asset Management Inc. |
5,383 |
5,316 |
-67 |
-1.24% |
Mather Group LLC. |
169,500 |
167,417 |
-2,083 |
-1.23% |
Roberts Glore & Co. Inc. IL |
11,971 |
11,841 |
-130 |
-1.09% |
Peapack Gladstone Financial Corp |
184,003 |
182,061 |
-1,942 |
-1.06% |
Resources Investment Advisors LLC. |
372,022 |
368,285 |
-3,737 |
-1.00% |
Argent Trust Co |
61,269 |
60,665 |
-604 |
-0.99% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
50,398 |
49,904 |
-494 |
-0.98% |
USAdvisors Wealth Management LLC |
7,354 |
7,285 |
-69 |
-0.94% |
Brookstone Capital Management |
230,629 |
228,607 |
-2,022 |
-0.88% |
Nwam LLC |
177,024 |
175,486 |
-1,538 |
-0.87% |
Sheets Smith Wealth Management |
5,524 |
5,476 |
-48 |
-0.87% |
RSM US Wealth Management LLC |
301,720 |
299,178 |
-2,542 |
-0.84% |
McAdam LLC |
7,557 |
7,495 |
-62 |
-0.82% |
Evensky & Katz LLC |
32,651 |
32,383 |
-268 |
-0.82% |
Fagan Associates Inc. |
31,944 |
31,685 |
-259 |
-0.81% |
Sound Income Strategies LLC |
660 |
655 |
-5 |
-0.76% |
Walden Wealth Partners LLC |
3,808 |
3,780 |
-28 |
-0.74% |
AllSquare Wealth Management LLC |
5,019 |
4,984 |
-35 |
-0.70% |
Adviser Investments LLC |
182,513 |
181,284 |
-1,229 |
-0.67% |
North Star Investment Management Corp. |
265,145 |
263,385 |
-1,760 |
-0.66% |
Pacific Life Fund Advisors LLC |
1,115,198 |
1,108,638 |
-6,560 |
-0.59% |
RTD Financial Advisors Inc. |
682,084 |
678,348 |
-3,736 |
-0.55% |
Valmark Advisers Inc. |
27,142 |
26,995 |
-147 |
-0.54% |
Tobias Financial Advisors Inc. |
146,529 |
145,775 |
-754 |
-0.51% |
TNF LLC |
2,969 |
2,955 |
-14 |
-0.47% |
The PNC Financial Services Group Inc. |
4,876,473 |
4,854,576 |
-21,897 |
-0.45% |
One Degree Advisors Inc |
56,692 |
56,450 |
-242 |
-0.43% |
TCG Advisory Services LLC |
8,039 |
8,008 |
-31 |
-0.39% |
Brown Advisory Inc. |
191,884 |
191,173 |
-711 |
-0.37% |
Tandem Wealth Advisors LLC |
30,867 |
30,765 |
-102 |
-0.33% |
Summit Financial Strategies Inc. |
7,235 |
7,214 |
-21 |
-0.29% |
Venturi Wealth Management LLC |
458 |
457 |
-1 |
-0.22% |
Integrated Advisors Network LLC |
107,130 |
106,889 |
-241 |
-0.22% |
Prosperity Planning Inc. |
33,420 |
33,350 |
-70 |
-0.21% |
Choate Investment Advisors |
5,131 |
5,121 |
-10 |
-0.19% |
Sunbelt Securities Inc. |
1,399 |
1,398 |
-1 |
-0.07% |
Fulcrum Equity Management |
6,655 |
6,651 |
-4 |
-0.06% |
Sugarloaf Wealth Management LLC |
125,416 |
125,388 |
-28 |
-0.02% |
SJA Financial Advisory LLC |
136,569 |
136,565 |
-4 |
-0.00% |
Benjamin F. Edwards & Company Inc. |
201,627 |
201,619 |
-8 |
-0.00% |
13F Filers Exiting BND |
Sollinda Capital Management LLC |
3,525 |
0 |
-3,525 |
-100.00% |
Foster Dykema Cabot & Partners LLC |
2,751 |
0 |
-2,751 |
-100.00% |
Trademark Financial Management LLC |
7,505 |
0 |
-7,505 |
-100.00% |
Prairieview Wealth Partners LLC |
3,143 |
0 |
-3,143 |
-100.00% |
Eagle Wealth Strategies LLC |
3,706 |
0 |
-3,706 |
-100.00% |
Quadcap Wealth Management LLC |
2,763 |
0 |
-2,763 |
-100.00% |
Capital Management Associates Inc |
4,253 |
0 |
-4,253 |
-100.00% |
BKM Wealth Management LLC |
1,104 |
0 |
-1,104 |
-100.00% |
Halpern Financial Inc. |
13 |
0 |
-13 |
-100.00% |
Cedrus LLC |
2,816 |
0 |
-2,816 |
-100.00% |
ORG Partners LLC |
565 |
0 |
-565 |
-100.00% |
Channel Wealth LLC |
3,466 |
0 |
-3,466 |
-100.00% |
Pine Valley Investments Ltd Liability Co |
3,723 |
0 |
-3,723 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
82 |
0 |
-82 |
-100.00% |
B.O.S.S. Retirement Advisors LLC |
51,840 |
0 |
-51,840 |
-100.00% |
Joule Financial LLC |
605,937 |
0 |
-605,937 |
-100.00% |
Sterling Investment Counsel LLC |
2,785 |
0 |
-2,785 |
-100.00% |
Granite Bay Wealth Management LLC |
10,584 |
0 |
-10,584 |
-100.00% |
SFG Wealth Management LLC. |
4,302 |
0 |
-4,302 |
-100.00% |
Financial Connections Group Inc. |
11 |
0 |
-11 |
-100.00% |
Anson Capital Inc. |
2,734 |
0 |
-2,734 |
-100.00% |
Geometric Wealth Advisors |
3,280 |
0 |
-3,280 |
-100.00% |
Family Investment Center Inc. |
2,838 |
0 |
-2,838 |
-100.00% |
Level Financial Advisors Inc. |
7 |
0 |
-7 |
-100.00% |
Koss Olinger Consulting LLC |
3,111 |
0 |
-3,111 |
-100.00% |
Canvas Wealth Advisors LLC |
23,124 |
0 |
-23,124 |
-100.00% |
Sterling Group Wealth Management LLC |
9,614 |
0 |
-9,614 |
-100.00% |
Kowal Investment Group LLC |
4,223 |
0 |
-4,223 |
-100.00% |
Altus Wealth Group LLC |
4,125 |
0 |
-4,125 |
-100.00% |
GoalVest Advisory LLC |
208 |
0 |
-208 |
-100.00% |
Iron Horse Wealth Management LLC |
2 |
0 |
-2 |
-100.00% |
Planned Solutions Inc. |
298 |
0 |
-298 |
-100.00% |
Tennessee Valley Asset Management Partners |
1,080 |
0 |
-1,080 |
-100.00% |
Advisor Resource Council |
13,904 |
0 |
-13,904 |
-100.00% |
Scarborough Advisors LLC |
1,118 |
0 |
-1,118 |
-100.00% |
Affinity Capital Advisors LLC |
2,909 |
0 |
-2,909 |
-100.00% |
Lloyd Advisory Services LLC. |
20,539 |
0 |
-20,539 |
-100.00% |
HighMark Wealth Management LLC |
146 |
0 |
-146 |
-100.00% |
Platte River Wealth Advisors LLC |
3,202 |
0 |
-3,202 |
-100.00% |
General Partner Inc. |
45,400 |
0 |
-45,400 |
-100.00% |
Avalon Trust Co |
1,737 |
0 |
-1,737 |
-100.00% |
Red Spruce Capital LLC |
3,364 |
0 |
-3,364 |
-100.00% |
Moulton Wealth Management Inc. |
8,996 |
0 |
-8,996 |
-100.00% |
Williams Jones Wealth Management LLC. |
5,664 |
0 |
-5,664 |
-100.00% |
Riversedge Advisors LLC |
5,083 |
0 |
-5,083 |
-100.00% |
ESL Trust Services LLC |
3,107 |
0 |
-3,107 |
-100.00% |
Colton Groome Financial Advisors LLC |
7,752 |
0 |
-7,752 |
-100.00% |
Inscription Capital LLC |
129,533 |
0 |
-129,533 |
-100.00% |
Global Wealth Management Investment Advisory Inc. |
24 |
0 |
-24 |
-100.00% |
Princeton Global Asset Management LLC |
1,119 |
0 |
-1,119 |
-100.00% |
Hillcrest Wealth Advisors NY LLC |
5,047 |
0 |
-5,047 |
-100.00% |
Legacy Capital Wealth Partners LLC |
4,014 |
0 |
-4,014 |
-100.00% |
Pasadena Private Wealth LLC |
2,852 |
0 |
-2,852 |
-100.00% |
Elwood & Goetz Wealth Advisory Group LLC |
4,943 |
0 |
-4,943 |
-100.00% |
Brio Consultants LLC |
3,730 |
0 |
-3,730 |
-100.00% |
All Season Financial Advisors Inc. |
16,324 |
0 |
-16,324 |
-100.00% |
Pathway Financial Advisors LLC |
3,065 |
0 |
-3,065 |
-100.00% |
Cornell Pochily Investment Advisors Inc. |
4,953 |
0 |
-4,953 |
-100.00% |
Avestar Capital LLC |
2,821 |
0 |
-2,821 |
-100.00% |
BlueSky Wealth Advisors LLC |
157,788 |
0 |
-157,788 |
-100.00% |
Summit Global Investments |
5,057 |
0 |
-5,057 |
-100.00% |
Meridian Wealth Management LLC |
86,990 |
0 |
-86,990 |
-100.00% |
Silicon Valley Capital Partners |
1,205 |
0 |
-1,205 |
-100.00% |
SMI Advisory Services LLC |
12,729 |
0 |
-12,729 |
-100.00% |
One Capital Management LLC |
56,366 |
0 |
-56,366 |
-100.00% |
Idaho Trust Bank |
11,971 |
0 |
-11,971 |
-100.00% |
Annex Advisory Services LLC |
46,915 |
0 |
-46,915 |
-100.00% |
Edgestream Partners L.P. |
3,278 |
0 |
-3,278 |
-100.00% |
Moller Financial Services |
177,377 |
0 |
-177,377 |
-100.00% |
Susquehanna International Group LLP |
27,659 |
0 |
-27,659 |
-100.00% |
Atlas Capital Advisors LLC |
2,885 |
0 |
-2,885 |
-100.00% |
Vision Capital Management Inc. |
4,687 |
0 |
-4,687 |
-100.00% |
Arlington Partners LLC |
279,604 |
0 |
-279,604 |
-100.00% |
American National Bank |
4,641 |
0 |
-4,641 |
-100.00% |
Cookson Peirce & Co. Inc. |
4,271 |
0 |
-4,271 |
-100.00% |
GW Henssler & Associates Ltd. |
3,239 |
0 |
-3,239 |
-100.00% |
Stephenson National Bank & Trust |
982 |
0 |
-982 |
-100.00% |
Connable Office Inc. |
196,137 |
0 |
-196,137 |
-100.00% |
Advisors Management Group Inc. ADV |
3,181 |
0 |
-3,181 |
-100.00% |
Calton & Associates Inc. |
2,883 |
0 |
-2,883 |
-100.00% |
Conning Inc. |
119,575 |
0 |
-119,575 |
-100.00% |
OLD National Bancorp IN |
2,910 |
0 |
-2,910 |
-100.00% |
UNIVEST FINANCIAL Corp |
33,378 |
0 |
-33,378 |
-100.00% |
See Summary: Institutional Holders of BND
See Details: Top 10 Hedge Funds Holding BND
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