Schwab Fndmn Intl LRG Co. ETFFNDFETF
13F holders, Q3 2024 (September 30)554holders +20
58new positions
36sold out
3famous investors
$37.36avg. 13F price*
At the end of Q3 2024, 554 institutions reported holding Schwab Fndmn Intl LRG Co. ETF (FNDF) in their 13F filings, up 20 from Q2 2024. 58 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.2B), Wealth Enhancement Advisory Services, LLC ($622.4M) and Regions Financial Corp. ($403.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Fndmn Intl LRG Co. ETF
- CUSIP
- 808524755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $21.1M |
| Exits | 36 | $223.1M |
All 13F filers, Q2 2024 → Q3 2024: 8,240,359 shares bought and 9,571,893 shares sold, net −1,331,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Charles Schwab Investment Management Inc. | 0.98% | Add +1.1% | 137,956,031 | $5.2B |
| Wealth Enhancement Advisory Services, LLC | 1.34% | Add +5.3% | 16,654,462 | $622.4M |
| Regions Financial Corp. | 2.91% | Add +4.4% | 10,805,425 | $403.8M |
| Auto-Owners Insurance Co | 7.64% | No change | 8,353,000 | $312.0M |
| Wells Fargo & Company | 0.06% | Reduce -1.1% | 6,322,170 | $236.3M |
| Morgan Stanley | 0.02% | Add +0.1% | 5,979,382 | $223.4M |
| Victory Capital Management Inc. | 0.21% | No change | 5,785,140 | $216.2M |
| Bank of America Corp. | 0.02% | Add +2.3% | 5,645,555 | $211.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +13.3% | 4,280,720 | $160.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.8% | 3,574,956 | $133.6M |
| Corient Private Wealth LP | 0.19% | Reduce -3.3% | 3,270,526 | $122.2M |
| Foster & Motley Inc. | 5.71% | Add +3.0% | 2,410,146 | $90.1M |
| 1832 Asset Management L.P. | 0.13% | Add +1.2% | 2,000,265 | $74.7M |
| Callan Capital, LLC | 4.87% | Reduce -2.9% | 1,865,929 | $69.7M |
| Alps Advisors Inc. | 0.42% | Reduce -0.2% | 1,689,290 | $63.1M |
| Orion Porfolio Solutions, LLC | 0.56% | Reduce -6.5% | 1,506,277 | $56.3M |
| Orion Portfolio Solutions, LLC | 0.56% | Reduce -6.5% | 1,506,277 | $56.3M |
| UBS Group AG | 0.02% | Add +0.9% | 1,458,684 | $54.5M |
| Capital Advantage, Inc. | 10.21% | Add +6.1% | 1,426,627 | $53.3M |
| Sequoia Financial Advisors, LLC | 0.56% | Reduce -0.0% | 1,389,093 | $51.9M |
| Strata Wealth Advisors, LLC | 16.64% | Add +1.9% | 1,384,417 | $51.7M |
| LPL Financial LLC | 0.02% | Add +5.0% | 1,235,805 | $46.2M |
| StoneX Group Inc. | 3.26% | Add +7.5% | 1,198,710 | $44.8M |
| Trust Co | 5.07% | Add +0.2% | 1,128,823 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.9% | 1,011,729 | $37.8M |
| Osaic Holdings, Inc. | 0.08% | Add +1.0% | 979,775 | $36.6M |
| McKinley Carter Wealth Services, Inc. | 2.08% | Add +20.4% | 923,401 | $34.5M |
| Mfa Wealth Advisors, LLC | 7.45% | Reduce -2.3% | 910,221 | $34.0M |
| HighTower Advisors, LLC | 0.05% | Add +3.0% | 900,416 | $33.7M |
| Charles Schwab Trust Co | 2.87% | Add +6.5% | 890,190 | $33.3M |
| Private Advisor Group, LLC | 0.20% | Add +4.0% | 859,748 | $32.1M |
| Arlington Financial Advisors, LLC | 6.56% | Add +2.5% | 854,479 | $31.9M |
| Canandaigua National Bank & Trust Co. | 3.05% | Add +5.7% | 854,429 | $31.9M |
| Unison Advisors LLC | 3.83% | Reduce -1.2% | 851,826 | $31.8M |
| Cetera Investment Advisers | 0.07% | Add +9.0% | 850,451 | $31.8M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +4.0% | 849,502 | $31.7M |
| Hardy Reed LLC | 2.82% | Add +647.7% | 843,127 | $31.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -13.1% | 778,462 | $29.1M |
| Mariner, LLC | 0.05% | Add +4.5% | 774,794 | $29.0M |
| CVA Family Office, LLC | 4.65% | Reduce -2.7% | 765,859 | $28.6M |
| Tradition Wealth Management, LLC | 2.45% | Add +2.7% | 736,776 | $27.5M |
| Barry Investment Advisors, LLC | 8.39% | Add +2.2% | 735,054 | $27.5M |
| Capital Advisors Wealth Management, LLC | 4.93% | Add +2.4% | 716,496 | $26.8M |
| Exencial Wealth Advisors, LLC | 0.94% | Reduce -8.0% | 700,528 | $26.2M |
| Verde Capital Management | 7.84% | Add +2.3% | 699,700 | $26.1M |
| Leavell Investment Management, Inc. | 1.25% | Add +0.6% | 670,733 | $25.1M |
| Bell Investment Advisors, Inc | 4.38% | Add +2.2% | 638,687 | $23.9M |
| Opes Wealth Management LLC | 4.57% | Add +1.6% | 635,755 | $23.8M |
| WESCAP Management Group, Inc. | 5.95% | Add +4.0% | 635,523 | $23.7M |
| Johnson Bixby & Associates, LLC | 3.43% | Add +4.8% | 603,064 | $22.5M |
| JNBA Financial Advisors | 2.26% | Reduce -16.4% | 600,369 | $22.4M |
| Keudell/Morrison Wealth Management | 6.06% | Add +57.0% | 597,263 | $22.3M |
| Nadler Financial Group, Inc. | 2.40% | Add +1.5% | 582,721 | $21.8M |
| Solitude Financial Services | 8.97% | Add +2.0% | 562,694 | $21.0M |
| Opus Capital Group, LLC | 2.58% | Reduce -0.3% | 553,168 | $20.7M |
| Cabot Wealth Management Inc. | 2.49% | Add +0.5% | 532,791 | $19.9M |
| Focus Financial Network, Inc. | 0.80% | Add +7.3% | 526,475 | $19.7M |
| Resonant Capital Advisors, LLC | 1.45% | Add +1.3% | 526,031 | $19.7M |
| Dynamic Advisor Solutions LLC | 0.54% | Add +8.9% | 481,039 | $18.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +1.7% | 458,170 | $17.1M |
| Geneos Wealth Management Inc. | 0.63% | Reduce -6.5% | 443,169 | $16.6M |
| Certified Advisory Corp | 1.83% | Add +8.3% | 442,554 | $16.5M |
| Prairiewood Capital, LLC | 6.96% | Add +4.8% | 439,427 | $16.4M |
| Howard Financial Services, LTD. | 2.29% | Add +7.8% | 424,456 | $15.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.71% | Add +1.4% | 423,304 | $15.8M |
| Savant Capital, LLC | 0.13% | Reduce -1.4% | 421,159 | $15.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -9.2% | 402,856 | $15.1M |
| Captrust Financial Advisors | 0.04% | Add +139.5% | 402,764 | $15.1M |
| Red Tortoise LLC | 7.51% | Add +1.8% | 398,876 | $14.9M |
| Seven Springs Wealth Group, LLC | 5.52% | Add +1.1% | 396,722 | $14.8M |
| Studio Investment Management LLC | 3.06% | Add +1.5% | 389,943 | $14.6M |
| Creative Planning | 0.01% | Add +6.4% | 388,254 | $14.5M |
| Moller Wealth Partners | 3.56% | Add +1.6% | 380,746 | $14.2M |
| Archford Capital Strategies, LLC | 2.11% | Add +3.3% | 381,684 | $14.0M |
| Verum Partners LLC | 4.07% | Add +3.9% | 370,956 | $13.9M |
| Capital Wealth Management, LLC | 5.94% | Add +5.0% | 370,697 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 360,443 | $13.5M |
| Focus Partners Wealth | 0.04% | Add +80.7% | 352,126 | $13.2M |
| Beacon Financial Planning, Inc. | 8.07% | Reduce -3.0% | 349,965 | $13.1M |
| Carrera Capital Advisors | 2.94% | Reduce -29.3% | 321,949 | $12.0M |
| MAI Capital Management | 0.11% | Add +0.5% | 315,040 | $11.8M |
| BlueSky Wealth Advisors, LLC | 1.80% | Add +2.5% | 310,017 | $11.6M |
| Visionary Horizons, LLC | 7.61% | Add +5.4% | 304,580 | $11.4M |
| Aspire Wealth Management Corp | 5.85% | Add +4.2% | 290,875 | $10.9M |
| Denver PWM, LLC | 4.04% | Add +0.6% | 284,342 | $10.6M |
| HHM Wealth Advisors, LLC | 1.48% | Add +4.4% | 279,820 | $10.5M |
| Shilanski & Associates, Inc. | 3.39% | Reduce -4.0% | 277,732 | $10.4M |
| Arcadia Investment Advisors LLC | 5.57% | Reduce -2.1% | 278,123 | $10.4M |
| Ethos Financial Group, LLC | 1.73% | Add +2.3% | 277,616 | $10.4M |
| Old Mission Capital LLC | 0.22% | Add +4101.5% | 271,671 | $10.2M |
| SOA Wealth Advisors, LLC. | 1.88% | Add +1.0% | 263,655 | $9.9M |
| U.S. Capital Wealth Advisors, LLC | 0.35% | Add +20.5% | 262,297 | $9.8M |
| MML Investors Services, LLC | 0.04% | Add +0.5% | 257,343 | $9.6M |
| Von Berge Wealth Management Group, LLC | 5.94% | Reduce -4.7% | 270,036 | $9.6M |
| Summit Financial, LLC | 0.37% | Add +2.3% | 250,068 | $9.3M |
| Swisher Financial Concepts, Inc. | 5.84% | Add +78.9% | 252,882 | $9.3M |
| 1900 Wealth Management LLC | 0.78% | Reduce -1.0% | 244,248 | $9.1M |
| Cahill Financial Advisors Inc. | 1.25% | Add +2.3% | 243,731 | $9.1M |
| Collective Family Office LLC | 2.47% | Add +4.2% | 243,481 | $9.1M |
| Marshall Financial Group, LLC | 2.14% | Reduce -0.2% | 239,821 | $9.0M |
| American Trust | 0.74% | Reduce -8.9% | 238,439 | $8.9M |
| Your Advocates Ltd., LLP | 3.43% | Add +2.8% | 233,620 | $8.7M |
| Pennsylvania Capital Management Inc. | 3.08% | Add +5.7% | 228,270 | $8.5M |
| Bruce G. Allen Investments, LLC | 6.48% | Add +0.7% | 223,193 | $8.3M |
| Cherry Tree Wealth Management, LLC | 1.97% | Add +2.3% | 222,216 | $8.3M |
| FAS Wealth Partners, Inc. | 0.65% | Add +0.7% | 218,235 | $8.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -2.6% | 213,701 | $8.0M |
| Raymond James & Associates | 0.00% | Add +0.7% | 211,975 | $7.9M |
| RHS Financial, LLC | 3.99% | Reduce -29.6% | 211,862 | $7.9M |
| Lee Financial Co | 1.10% | Reduce -6.3% | 207,490 | $7.8M |
| Pallas Capital Advisors LLC | 0.33% | Reduce -5.2% | 213,574 | $7.7M |
| MorganRosel Wealth Management, LLC | 2.46% | Reduce -6.1% | 199,620 | $7.5M |
| Aspiriant, LLC | 0.28% | Add +0.1% | 199,190 | $7.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.90% | Add +0.9% | 192,988 | $7.2M |
| Ackerman Capital Advisors, LLC | 1.85% | Reduce -0.2% | 191,801 | $7.2M |
| Washington Trust Advisors, Inc. | 0.61% | Reduce -3.2% | 189,593 | $7.1M |
| Aveo Capital Partners, LLC | 0.71% | Add +4.6% | 179,447 | $6.7M |
| Sound Stewardship, LLC | 3.73% | Add +0.7% | 177,822 | $6.6M |
| Hengehold Capital Management LLC | 0.63% | Reduce -3.7% | 177,170 | $6.6M |
| Alpha Omega Wealth Management LLC | 1.20% | Add +2.8% | 174,421 | $6.5M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +3.2% | 172,142 | $6.4M |
| Kavar Capital Partners Group, LLC | 0.97% | Reduce -0.7% | 164,549 | $6.1M |
| Pasadena Private Wealth, LLC | 1.31% | Add +0.5% | 164,313 | $6.1M |
| IFG Advisory, LLC | 0.37% | Add +1.5% | 156,799 | $5.9M |
| WealthCare Investment Partners, LLC | 2.46% | Reduce -1.9% | 152,463 | $5.6M |
| Ifrah Financial Services, Inc. | 1.44% | Add +1.7% | 143,047 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +1.6% | 142,619 | $5.3M |
| Principal Securities, Inc. | 0.13% | Add +7.3% | 142,466 | $5.3M |
| Guardian Financial Partners, LLC | 3.29% | Reduce -0.2% | 140,800 | $5.3M |
| CENTRAL TRUST Co | 0.12% | Add +12.7% | 139,061 | $5.2M |
| Firestone Capital Management | 1.29% | Reduce -1.7% | 137,727 | $5.1M |
| Alhambra Investment Management LLC | 2.66% | Reduce -2.0% | 137,202 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +32.2% | 136,911 | $5.1M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Reduce -8.9% | 134,848 | $5.0M |
| Northland Capital Management LLC | 2.84% | Add +2.3% | 132,617 | $5.0M |
| Kaizen Financial Strategies | 2.76% | Add +1.1% | 126,928 | $4.7M |
| Benjamin Edwards Inc. | 0.07% | New | 121,927 | $4.6M |
| Oppenheimer & Co. Inc. | 0.07% | Add +5.2% | 120,212 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -1.0% | 118,985 | $4.4M |
| Systelligence, LLC | 1.09% | Reduce -1.3% | 117,848 | $4.4M |
| Kuhn & Co Investment Counsel | 3.72% | Reduce -2.4% | 116,524 | $4.4M |
| FMR LLC | 0.00% | Add +12.8% | 115,723 | $4.3M |
| Canandaigua National Trust Co of Florida | 3.63% | — | 112,854 | $4.2M |
| Clear Creek Financial Management, LLC | 0.47% | Reduce -2.0% | 111,398 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +14.9% | 109,631 | $4.1M |
| IFP Advisors, Inc | 0.14% | Reduce -33.7% | 107,595 | $4.0M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -4.6% | 107,201 | $4.0M |
| Total Clarity Wealth Management, Inc. | 1.26% | Add +4.6% | 104,642 | $3.9M |
| Wealthspan Partners, LLC | 1.92% | Reduce -0.8% | 104,304 | $3.9M |
| PrairieView Partners, LLC | 0.40% | Reduce -1.7% | 103,193 | $3.9M |
| American Financial & Tax Strategies Inc. | 1.90% | Reduce -2.5% | 100,083 | $3.7M |
| Wolf Group Capital Advisors | 1.69% | Add +6.7% | 110,183 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.37% | Add +3.1% | 94,599 | $3.5M |
| Access Financial Services, Inc. | 1.61% | Reduce -6.1% | 94,001 | $3.5M |
| Prudential Financial Inc. | 0.00% | Add +63.2% | 93,716 | $3.5M |
| Rollins Financial Advisors, LLC | 0.57% | Reduce -1.1% | 91,194 | $3.4M |
| Cerro Pacific Wealth Advisors LLC | 1.28% | Add +2.3% | 96,792 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +103.3% | 89,704 | $3.4M |
| &partners | 0.06% | Add +120.3% | 89,346 | $3.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.8% | 88,253 | $3.3M |
| LongView Wealth Management | 1.05% | Add +34.6% | 88,041 | $3.3M |
| MIdWestOne Financial Group, Inc. | 0.45% | No change | 87,231 | $3.3M |
| Mather Group, Llc. | 0.04% | Reduce -5.0% | 86,804 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +16.3% | 86,614 | $3.2M |
| Apollon Wealth Management, LLC | 0.09% | Add +6.2% | 84,958 | $3.2M |
| First Pacific Financial | 0.73% | Reduce -2.5% | 83,344 | $3.1M |
| Quadcap Wealth Management, LLC | 0.48% | Add +25.9% | 82,818 | $3.1M |
| Waterfront Wealth Inc. | 0.74% | Add +13.5% | 83,889 | $3.0M |
| Sebold Capital Management, Inc. | 1.90% | Add +15.5% | 77,137 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.1% | 77,092 | $2.9M |
| Castle Wealth Management LLC | 1.14% | Reduce -6.5% | 76,453 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +10.1% | 75,442 | $2.8M |
| Lunt Capital Management, Inc. | 1.29% | Add +7.7% | 73,608 | $2.8M |
| Sigma Planning Corp | 0.08% | Reduce -0.3% | 73,519 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 1.39% | Add +12.0% | 72,670 | $2.7M |
| Occidental Asset Management, LLC | 0.44% | Add +0.3% | 72,268 | $2.7M |
| Asset Allocation Strategies LLC | 0.76% | Add +496.4% | 71,845 | $2.7M |
| IHT Wealth Management, LLC | 0.07% | Add +88.5% | 68,696 | $2.6M |
| Brightwater Advisory LLC | 1.82% | Reduce -0.3% | 66,188 | $2.5M |
| Wambolt & Associates, LLC | 0.67% | Reduce -44.6% | 65,244 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.11% | Add +1.1% | 61,981 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | No change | 61,400 | $2.3M |
| Debussy Capital Management LP | 0.65% | Reduce -1.8% | 60,227 | $2.3M |
| True North Advisors, LLC | 0.59% | Reduce -1.6% | 59,951 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.4% | 59,445 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.0% | 59,167 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +8.6% | 58,267 | $2.2M |
| Mendel Capital Management LLC | 1.33% | Add +11.1% | 57,939 | $2.2M |
| Quantinno Capital Management LP | 0.03% | Add +31.4% | 57,469 | $2.1M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -0.6% | 57,192 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +35.1% | 56,036 | $2.1M |
| Peoples Bank | 1.03% | Reduce -6.2% | 53,724 | $2.0M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.0% | 53,479 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -3.1% | 52,505 | $2.0M |
| Diversify Wealth Management, LLC | 0.19% | New | 54,545 | $1.9M |
| Quantum Portfolio Management LLC | 1.05% | Add +93.1% | 52,034 | $1.9M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | No change | 51,716 | $1.9M |
| Kathmere Capital Management, LLC | 0.18% | Add +3.5% | 50,419 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -6.7% | 49,501 | $1.8M |
| Rf&l Wealth Management, LLC | 1.29% | No change | 48,663 | $1.8M |
| LVW Advisors, LLC | 0.23% | Reduce -73.2% | 48,283 | $1.8M |
| Betterment LLC | 0.00% | Add +13.9% | 48,142 | $1.8M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 47,048 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -4.4% | 45,904 | $1.7M |
| Provident Wealth Management, LLC | 0.58% | Reduce -2.3% | 45,764 | $1.7M |
| Dupree Financial Group, LLC | 0.71% | Reduce -75.8% | 44,655 | $1.7M |
| Lakewood Asset Management LLC | 1.13% | Add +3.9% | 44,261 | $1.7M |
| Silver Oak Securities, Incorporated | 0.17% | Add +181.2% | 43,201 | $1.6M |
| Concentric Wealth Management, LLC | 0.39% | Add +455.8% | 42,714 | $1.6M |
| Mason Investment Advisory Services, Inc. | 0.09% | Add +0.8% | 42,585 | $1.6M |
| Tempus Wealth Planning, LLC | 0.58% | Add +1.1% | 42,376 | $1.6M |
| Clearview Wealth Advisors LLC | 1.21% | Add +12.0% | 42,142 | $1.6M |
| Cutler Investment Counsel LLC | 0.20% | Add +1.4% | 42,142 | $1.6M |
| Princeton Global Asset Management LLC | 0.30% | Add +61.1% | 41,474 | $1.5M |
| Keystone Wealth Services, LLC | 0.43% | Add +5.1% | 41,423 | $1.5M |
| Cidel Asset Management Inc. | 0.11% | No change | 40,303 | $1.5M |
| National Bank of Canada | 0.00% | No change | 40,100 | $1.5M |
| Stage Harbor Financial, LLC | 1.36% | No change | 40,494 | $1.5M |
| KM Capital Management Ltd. | 0.79% | New | 39,475 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -18.0% | 39,116 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.43% | Add +2.2% | 38,876 | $1.5M |
| Elevation Wealth Partners, LLC | 0.59% | Add +0.6% | 36,805 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +102.3% | 36,757 | $1.4M |
| Eagle Strategies LLC | 0.25% | Reduce -13.9% | 36,675 | $1.4M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -5.0% | 36,786 | $1.4M |
| Main Street Financial Solutions, LLC | 0.12% | No change | 35,848 | $1.3M |
| AdvisorNet Financial, Inc | 0.10% | Add +67.8% | 35,023 | $1.3M |
| Wade Financial Advisory, Inc | 0.44% | Reduce -0.8% | 34,609 | $1.3M |
| Synovus Financial Corp. | 0.01% | Add +103.5% | 34,600 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 34,151 | $1.3M |
| Lutz Financial Services LLC | 0.10% | No change | 33,753 | $1.3M |
| Creekside Partners | 0.65% | Reduce -3.4% | 33,724 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +5.4% | 33,505 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -5.8% | 33,485 | $1.3M |
| Northwest Wealth Management, LLC | 0.28% | Add +0.0% | 32,469 | $1.2M |
| Advisory Services Network, LLC | 0.03% | No change | 34,617 | $1.2M |
| Salem Investment Counselors Inc. | 0.04% | Add +4.8% | 32,319 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.81% | Add +0.3% | 31,700 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 30,337 | $1.1M |
| Vise Technologies, Inc. | 0.14% | Add +21.0% | 29,415 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.69% | Add +0.1% | 29,299 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +51.6% | 28,809 | $1.1M |
| DDD Partners, LLC | 0.12% | Add +4.3% | 28,402 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.7% | 28,378 | $1.1M |
| WealthShield Partners, LLC | 0.14% | Add +51.6% | 28,230 | $1.1M |
| Renaissance Technologies | 0.00% | New | 27,100 | $1.0M |
| Western Wealth Management, LLC | 0.06% | New | 26,324 | $984K |
| Private Capital Management LLC | 0.18% | Add +3.5% | 26,022 | $972K |
| DHJJ Financial Advisors, Ltd. | 0.38% | Reduce -0.2% | 25,543 | $955K |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +16.2% | 25,294 | $945K |
| Sanctuary Advisors, LLC | 0.01% | Add +84.6% | 26,971 | $944K |
| Ieq Capital, LLC | 0.01% | Reduce -2.1% | 25,202 | $942K |
| Citadel Advisors | 0.00% | Add +46.4% | 24,664 | $922K |
| Financial Perspectives, Inc | 0.31% | No change | 24,230 | $905K |
| Nicholas Hoffman & Company, LLC. | 0.04% | Add +10.9% | 24,214 | $905K |
| CPC Advisors, LLC | 0.13% | Reduce -15.6% | 23,470 | $877K |
| Comerica Bank | 0.00% | Add +14.8% | 23,191 | $867K |
| Stone Summit Wealth LLC | 0.28% | Reduce -3.8% | 23,176 | $866K |
| Roger Wittlin Investment Advisory, LLC | 0.50% | Add +0.8% | 23,033 | $861K |
| Coldstream Capital Management Inc. | 0.02% | No change | 22,735 | $850K |
| Asset Dedication, LLC | 0.06% | Add +0.0% | 22,294 | $833K |
| Larson Financial Group LLC | 0.05% | Add +24.9% | 22,237 | $831K |
| Mayfair Advisory Group, LLC | 0.52% | No change | 22,202 | $822K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.6% | 21,947 | $820K |
| Lanark Financial, Inc. | 0.07% | Add +2.7% | 21,937 | $819K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +214.7% | 21,857 | $817K |
| CIBC Private Wealth Group LLC | 0.00% | Add +81.1% | 21,761 | $813K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.0% | 21,256 | $794K |
| Composition Wealth, LLC | 0.02% | Add +0.2% | 21,190 | $792K |
| Capital Analysts, LLC | 0.03% | Add +138.4% | 21,031 | $786K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.6% | 20,905 | $781K |
| Global Retirement Partners, LLC | 0.02% | Add +63.9% | 20,695 | $773K |
| Savvy Advisors, Inc. | 0.15% | New | 20,346 | $760K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -24.2% | 20,054 | $749K |
| Warner Financial, Inc. | 0.33% | Add +12.6% | 20,016 | $748K |
| Foresight Capital Management Advisors, Inc. | 0.44% | Add +5.4% | 19,950 | $746K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 19,867 | $742K |
| Bank of Montreal | 0.00% | Reduce -98.3% | 19,657 | $738K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -1.1% | 19,728 | $737K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +48.5% | 19,713 | $737K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 19,651 | $734K |
| Trivium Point Advisory, LLC | 0.10% | Add +61.3% | 21,223 | $734K |
| Neuberger Berman Group LLC | 0.00% | New | 19,036 | $711K |
| Park Avenue Securities LLC | 0.01% | Add +5.3% | 18,695 | $699K |
| AQR Capital Management | 0.00% | New | 18,696 | $699K |
| US Bancorp \de | 0.00% | Add +225.3% | 18,248 | $682K |
| Kings Path Partners LLC | 0.29% | Reduce -0.6% | 18,230 | $681K |
| CoreCap Advisors, LLC | 0.03% | New | 17,951 | $671K |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 18,157 | $668K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +12.1% | 17,316 | $647K |
| G2 Capital Management, LLC / Oh | 0.19% | No change | 17,278 | $646K |
| Northern Trust Corp. | 0.00% | Reduce -11.4% | 17,088 | $639K |
| Atria Investments, Inc | 0.01% | Add +40.8% | 16,942 | $633K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -3.8% | 16,785 | $627K |
| MBE Wealth Management, LLC | 0.35% | Add +4.1% | 16,756 | $626K |
| Kingsview Wealth Management, LLC | 0.01% | Add +60.9% | 16,680 | $623K |
| Kelman-Lazarov, Inc. | 0.11% | No change | 16,655 | $622K |
| Francis Financial, Inc. | 0.16% | No change | 16,654 | $622K |
| PCA Investment Advisory Services Inc. | 0.29% | Add +1.0% | 16,429 | $614K |
| Van Den Berg Management I, Inc. | 0.17% | Reduce -6.2% | 16,008 | $598K |
| Evanson Asset Management, LLC | 0.04% | Add +4.7% | 15,926 | $595K |
| WCG Wealth Advisors LLC | 0.04% | Add +1.2% | 15,895 | $594K |
| Pathstone Holdings, LLC | 0.00% | No change | 15,874 | $593K |
| Asset Management Group, Inc. | 0.08% | Reduce -0.9% | 15,775 | $590K |
| Cambridge Financial Group, LLC | 0.24% | No change | 15,625 | $584K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +21.3% | 15,511 | $580K |
| Menlo Advisors LLC | 0.30% | No change | 15,403 | $575K |
| Whitener Capital Management, Inc. | 0.16% | Add +0.6% | 15,035 | $562K |
| James Investment Research, Inc. | 0.06% | Reduce -15.7% | 15,007 | $561K |
| Strategic Blueprint, LLC | 0.03% | Add +0.6% | 14,764 | $552K |
| Mission Wealth Management, LP | 0.01% | Add +19.4% | 14,500 | $542K |
| Clarity Capital Advisors, LLC | 0.38% | Add +0.9% | 14,213 | $531K |
| Versant Capital Management, Inc | 0.12% | Add +0.0% | 14,152 | $529K |
| Advus Financial Partners, LLC | 0.15% | Reduce -24.1% | 14,145 | $529K |
| Jones Financial Companies LLLP | 0.00% | Add +324.8% | 13,892 | $522K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.4% | 13,678 | $511K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -0.5% | 13,653 | $510K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 13,425 | $502K |
| Simplicity Wealth,LLC | 0.05% | Add +16.4% | 13,277 | $496K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -7.6% | 13,011 | $486K |
| Merit Financial Group, LLC | 0.01% | Reduce -21.6% | 12,763 | $477K |
| Appleton Partners Inc. | 0.04% | Reduce -4.6% | 12,749 | $476K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Reduce -10.3% | 12,658 | $473K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -19.3% | 12,581 | $470K |
| Parallel Advisors, LLC | 0.01% | Add +61.9% | 12,537 | $469K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.1% | 12,466 | $466K |
| Regal Investment Advisors LLC | 0.03% | Add +0.3% | 12,252 | $458K |
| Csenge Advisory Group | 0.02% | New | 12,452 | $458K |
| Everhart Financial Group, Inc. | 0.10% | Add +7.7% | 12,075 | $451K |
| Wealthspire Advisors, LLC | 0.00% | New | 12,074 | $451K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -15.1% | 11,977 | $447K |
| Kiley Juergens Wealth Management, LLC | 0.11% | Reduce -2.5% | 11,736 | $439K |
| WESPAC Advisors, LLC | 0.32% | No change | 11,675 | $436K |
| Seed Wealth Management, Inc. | 0.35% | No change | 11,615 | $434K |
| WR Wealth Planners, LLC | 0.12% | Reduce -5.8% | 11,382 | $425K |
| Vishria Bird Financial Group, LLC | 0.16% | New | 11,350 | $424K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +7.2% | 11,164 | $417K |
| Accredited Investors Inc. | 0.02% | New | 11,150 | $417K |
| SOL Capital Management CO | 0.05% | No change | 11,000 | $411K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -22.7% | 10,958 | $410K |
| Fortress Wealth Management, Inc. | 0.20% | Reduce -3.8% | 10,937 | $409K |
| Private Wealth Management Group, LLC | 0.16% | No change | 10,907 | $408K |
| 17 Capital Partners, LLC | 0.26% | Add +6.4% | 10,866 | $406K |
| Wealthfront Advisers LLC | 0.00% | Reduce -6.1% | 10,770 | $402K |
| AE Wealth Management LLC | 0.00% | Add +70.9% | 10,729 | $401K |
| Waverly Advisors, LLC | 0.01% | Add +11.2% | 10,649 | $398K |
| Evergreen Capital Management LLC | 0.01% | Reduce -14.7% | 10,621 | $397K |
| Sugarloaf Wealth Management, LLC | 0.07% | Add +0.9% | 10,540 | $394K |
| D'Orazio & Associates, Inc. | 0.06% | Add +6.3% | 10,442 | $390K |
| Empower Advisory Group, LLC | 0.00% | Add +7.7% | 10,325 | $386K |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 10,211 | $382K |
| Ritholtz Wealth Management | 0.01% | Reduce -28.5% | 10,159 | $380K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +3.4% | 10,036 | $375K |
| J. L. Bainbridge & Co., Inc. | 0.04% | New | 9,983 | $373K |
| Brighton Jones LLC | 0.01% | Reduce -20.3% | 9,678 | $362K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 9,653 | $361K |
| RFG Advisory, LLC | 0.01% | Reduce -54.9% | 9,573 | $358K |
| Addison Advisors LLC | 0.10% | No change | 9,572 | $358K |
| Wedmont Private Capital | 0.02% | No change | 9,692 | $357K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +57687.5% | 9,246 | $346K |
| Townsquare Capital LLC | 0.00% | Reduce -11.1% | 9,031 | $337K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +51.7% | 8,968 | $335K |
| Selective Wealth Management, Inc. | 0.14% | No change | 9,088 | $334K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 8,695 | $325K |
| Canvas Wealth Advisors, LLC | 0.09% | No change | 8,641 | $323K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.5% | 8,578 | $321K |
| Lauterbach Financial Advisors, LLC | 0.19% | Reduce -0.6% | 8,542 | $319K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,538 | $319K |
| MidAtlantic Capital Management, Inc. | 0.23% | Add +6.4% | 8,488 | $317K |
| Ade, LLC | 0.19% | Reduce -6.3% | 8,487 | $317K |
| Elgethun Capital Management | 0.07% | Add +2.3% | 8,483 | $317K |
| Texas Yale Capital Corp. | 0.01% | No change | 8,461 | $316K |
| PDS Planning, Inc | 0.03% | Add +3.4% | 8,173 | $305K |
| NBT Bank, N.A. | 0.02% | No change | 8,015 | $300K |
| Seven Mile Advisory | 0.20% | No change | 8,000 | $299K |
| Paragon Capital Management LLC | 0.15% | New | 7,960 | $297K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -35.5% | 7,734 | $289K |
| Prospera Financial Services Inc | 0.01% | Add +26.9% | 7,714 | $288K |
| Crescent Sterling, Ltd. | 0.27% | Add +0.4% | 7,686 | $287K |
| PFG Advisors | 0.02% | New | 7,621 | $285K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 7,743 | $284K |
| Smith Salley Wealth Management | 0.02% | New | 7,553 | $282K |
| Harbour Investment Management LLC | 0.12% | No change | 7,539 | $282K |
| Noesis Capital Mangement Corp. | 0.06% | Add +0.9% | 7,533 | $281K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -18.5% | 7,407 | $277K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -6.3% | 7,395 | $276K |
| Morris Financial Concepts, Inc. | 0.12% | Reduce -0.8% | 7,382 | $276K |
| Goodman Financial Corp | 0.06% | Add +0.8% | 7,371 | $275K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 7,348 | $275K |
| William Howard & Co Financial Advisors Inc | 0.23% | Add +0.9% | 7,333 | $274K |
| HUB Investment Partners, LLC | 0.01% | Reduce -5.6% | 7,281 | $272K |
| Signaturefd, LLC | 0.01% | Add +10.4% | 7,237 | $270K |
| Milestone Investment Advisors LLC | 0.08% | Reduce -13.2% | 7,232 | $270K |
| Creative Financial Designs Inc. | 0.02% | Add +2.5% | 7,230 | $270K |
| Condor Capital Management | 0.02% | Add +0.0% | 7,223 | $270K |
| WealthPLAN Partners, LLC | 0.04% | Add +0.1% | 7,168 | $268K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 7,138 | $267K |
| Balboa Wealth Partners | 0.07% | No change | 7,111 | $266K |
| Triangle Securities Wealth Management | 0.07% | New | 7,047 | $263K |
| Centurion Wealth Management LLC | 0.08% | — | 6,954 | $260K |
| Allworth Financial LP | 0.00% | Add +26.9% | 6,949 | $260K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 6,782 | $253K |
| CFO4Life Group, LLC | 0.04% | New | 6,764 | $253K |
| Choreo, LLC | 0.00% | Reduce -6.3% | 6,664 | $248K |
| Gradient Investments LLC | 0.01% | Reduce -1.0% | 6,565 | $245K |
| AlphaCore Capital LLC | 0.05% | Reduce -2.9% | 6,445 | $241K |
| Fifth Third Bancorp | 0.00% | Add +435.5% | 6,431 | $240K |
| NewEdge Wealth, LLC | 0.00% | No change | 6,405 | $239K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +11.1% | 6,430 | $238K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -71.9% | 6,266 | $234K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 6,257 | $234K |
| Berger Financial Group, Inc | 0.02% | No change | 6,252 | $234K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.0% | 6,512 | $233K |
| Simon Quick Advisors, LLC | 0.01% | No change | 6,208 | $232K |
| Red Mountain Financial, LLC | 0.24% | Add +5.3% | 6,154 | $230K |
| Leuthold Group, LLC | 0.02% | No change | 5,867 | $219K |
| PNC Financial Services Group, Inc. | 0.00% | Add +165.2% | 5,858 | $219K |
| Asio Capital, LLC | 0.04% | Reduce -94.5% | 5,815 | $217K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,808 | $217K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 5,617 | $210K |
| Koshinski Asset Management, Inc. | 0.02% | New | 5,572 | $208K |
| Patten & Patten Inc. | 0.01% | Reduce -17.4% | 5,534 | $207K |
| Argent Financial Group, Inc. | 0.02% | — | 5,528 | $207K |
| Belpointe Asset Management LLC | 0.01% | New | 5,527 | $207K |
| Capasso Planning Partners LLC | 0.06% | New | 5,507 | $206K |
| MCF Advisors LLC | 0.01% | Reduce -18.3% | 5,505 | $206K |
| HB Wealth Management, LLC | 0.00% | New | 5,486 | $205K |
| Parsons Capital Management Inc. | 0.01% | New | 5,465 | $204K |
| Northwest Capital Management Inc | 0.07% | No change | 5,455 | $204K |
| New England Private Wealth Advisors LLC | 0.03% | New | 5,407 | $202K |
| NWF Advisory Services Inc. | 0.03% | New | 5,369 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Add +3.6% | 5,175 | $193K |
| Abound Wealth Management | 0.06% | Reduce -0.4% | 5,008 | $187K |
| Howe & Rusling Inc. | 0.02% | Reduce -39.8% | 4,945 | $185K |
| Balentine LLC | 0.01% | No change | 4,616 | $173K |
| DiNuzzo Private Wealth, Inc. | 0.02% | No change | 4,440 | $166K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 4,213 | $157K |
| Smithfield Trust Co | 0.01% | No change | 4,040 | $151K |
| Harbour Investments, Inc. | 0.00% | Add +2.4% | 3,771 | $141K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.2% | 3,501 | $131K |
| Archer Investment Corp | 0.03% | Add +1208.7% | 3,468 | $130K |
| Accent Capital Management, LLC | 0.07% | No change | 3,344 | $125K |
| Venturi Wealth Management, LLC | 0.01% | No change | 3,231 | $121K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,170 | $118K |
| Planned Solutions, Inc. | 0.05% | New | 3,159 | $118K |
| McIlrath & Eck, LLC | 0.01% | Add +0.6% | 3,080 | $115K |
| New Potomac Partners, LLC | 0.05% | New | 2,750 | $103K |
| Proffitt & Goodson Inc. | 0.02% | New | 2,745 | $103K |
| NorthRock Partners, LLC | 0.00% | No change | 2,462 | $92K |
| Valley National Advisers Inc. | 0.02% | Reduce -87.0% | 2,320 | $86K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -91.1% | 2,290 | $82K |
| Pflug Koory, LLC | 0.01% | — | 2,184 | $82K |
| Sandy Spring Bank | 0.00% | Reduce -25.1% | 1,857 | $69K |
| Glassman Wealth Services | 0.01% | No change | 1,796 | $67K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 1,791 | $67K |
| Arlington Trust Co LLC | 0.01% | No change | 1,786 | $67K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,746 | $65K |
| Assetmark, Inc. | 0.00% | Add +215.4% | 1,719 | $64K |
| Continuum Advisory, LLC | 0.01% | Add +11.3% | 1,844 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -64.4% | 1,598 | $60K |
| Weaver Capital Management LLC | 0.02% | No change | 1,571 | $59K |
| Bessemer Group Inc. | 0.00% | No change | 1,548 | $58K |
| American National Bank & Trust | 0.01% | No change | 1,466 | $55K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -46.2% | 1,390 | $52K |
| Caitlin John, LLC | 0.03% | No change | 1,493 | $52K |
| Family Capital Trust Co | 0.02% | No change | 1,363 | $51K |
| Cedar Wealth Management, LLC | 0.02% | No change | 1,300 | $49K |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 1,279 | $48K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,200 | $45K |
| TruNorth Capital Management, LLC | 0.01% | Add +54.1% | 1,185 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,114 | $42K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,104 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 1,095 | $41K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,086 | $41K |
| Aspect Partners, LLC | 0.02% | No change | 1,077 | $40K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,068 | $39K |
| Clearstead Trust, LLC | 0.01% | No change | 986 | $37K |
| North Star Investment Management Corp. | 0.00% | Add +99.8% | 905 | $34K |
| Key Financial Inc | 0.01% | No change | 870 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 853 | $32K |
| Breakwater Investment Management | 0.01% | No change | 839 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 795 | $30K |
| Angeles Wealth Management, LLC | 0.00% | No change | 785 | $29K |
| Marquette Asset Management, LLC | 0.00% | New | 779 | $29K |
| GeoWealth Management, LLC | 0.00% | New | 767 | $29K |
| WealthCollab, LLC | 0.02% | No change | 762 | $28K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 755 | $28K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 744 | $28K |
| American Capital Advisory, LLC | 0.02% | Add +0.8% | 732 | $27K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 725 | $27K |
| FWL Investment Management, LLC | 0.01% | New | 634 | $24K |
| Castleview Partners, LLC | 0.01% | New | 604 | $23K |
| Tucker Asset Management LLC | 0.01% | Add +32.4% | 593 | $22K |
| Bristlecone Advisors, LLC | 0.00% | New | 581 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 559 | $21K |
| Coastline Trust Co | 0.00% | New | 541 | $20K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 317 | $20K |
| Whittier Trust Co. | 0.00% | New | 519 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.0% | 514 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 502 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 494 | $18K |
| Oakworth Capital, Inc. | 0.00% | No change | 488 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 451 | $17K |
| Godsey & Gibb, Inc. | 0.00% | New | 414 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 371 | $14K |
| Adirondack Trust Co. | 0.01% | No change | 361 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 357 | $13K |
| Robinswood Financial LLC | 0.00% | No change | 338 | $13K |
| ORG Partners LLC | 0.00% | No change | 337 | $13K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 323 | $12K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -19.1% | 323 | $12K |
| Hemington Wealth Management | 0.00% | New | 339 | $12K |
| Avion Wealth | 0.00% | Add +0.9% | 343 | $12K |
| Qube Research & Technologies Ltd | 0.00% | New | 310 | $12K |
| Russell Investments Group, Ltd. | 0.00% | New | 300 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 295 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | New | 281 | $11K |
| Register Financial Advisors LLC | 0.01% | Add +1.1% | 279 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 278 | $10K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 283 | $10K |
| Global Wealth Strategies & Associates | 0.00% | No change | 259 | $10K |
| Private Trust Co. NA | 0.00% | Add +16.4% | 255 | $10K |
| Avior Wealth Management, LLC | 0.00% | Reduce -87.9% | 250 | $9K |
| Wagner Wealth Management, LLC | 0.00% | Add +16.0% | 247 | $9K |
| Bfsg, LLC | 0.00% | No change | 246 | $9K |
| Spire Wealth Management | 0.00% | Reduce -75.5% | 242 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 194 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.6% | 176 | $7K |
| MV Capital Management, Inc. | 0.00% | No change | 168 | $6K |
| Element Wealth, LLC | 0.00% | No change | 161 | $6K |
| M&R Capital Management Inc. | 0.00% | No change | 153 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 139 | $5K |
| Aspire Private Capital, LLC | 0.00% | No change | 132 | $5K |
| Wiser Advisor Group LLC | 0.01% | Add +0.8% | 131 | $5K |
| Truvestments Capital LLC | 0.00% | New | 127 | $5K |
| EnRich Financial Partners LLC | 0.00% | No change | 122 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.7% | 119 | $4K |
| Founders Financial Alliance, LLC | 0.00% | Add +450.0% | 77 | $3K |
| Northwest Investment Counselors, LLC | 0.00% | New | 73 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 50 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -84.9% | 53 | $2K |
| Rice Partnership, LLC | 0.00% | Add +2200.0% | 46 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 44 | $2K |
| Blue Trust, Inc. | 0.00% | New | 40 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 33 | $1K |
| Sachetta, LLC | 0.00% | New | 31 | $1K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 23 | $867 |
| Bokf, NA | 0.00% | New | 22 | $809 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 21 | $785 |
| Smartleaf Asset Management LLC | 0.00% | No change | 20 | $750 |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $374 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 10 | $374 |
| WFA of San Diego, LLC | 0.00% | No change | 7 | $262 |
"% of holder's portfolio" is FNDF's weight in each manager's 13F, not the share of Schwab Fndmn Intl LRG Co. ETF the manager owns.