Holdings Channel
BND Holdings Changes image
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).
Filer12/31/2023
 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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