Schwab US Broad Market ETFSCHBETF

13F holders, Q4 2025 (December 31)

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

1,318holders +103

72new positions

36sold out

4famous investors

$26.21avg. 13F price*

At the end of Q4 2025, 1,318 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 103 from Q3 2025. 72 opened new positions and 36 sold out. The largest holders were Wealthfront Advisers LLC ($1.4B), Betterment LLC ($423.8M) and Rebalance, LLC ($392.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company: Schwab US Broad Market ETF
CUSIP: 808524102
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	72	$151.9M
Exits	36	$13.9M

All 13F filers, Q3 2025 → Q4 2025: 25,605,070 shares bought and 24,643,533 shares sold, net +961,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,318 holders


Wealthfront Advisers LLC	3.14%	Reduce -2.8%	53,564,291	$1.4B
Betterment LLC	0.81%	Reduce -2.1%	16,156,262	$423.8M
Rebalance, LLC	22.94%	Add +3.3%	14,963,211	$392.5M
SCS Capital Management LLC	3.31%	Reduce -2.4%	11,909,368	$312.4M
Strid Group, LLC	28.46%	Add +0.0%	8,716,818	$228.6M
HighTower Advisors, LLC	0.25%	Add +11.0%	8,631,797	$226.4M
Evensky & Katz LLC	12.25%	Reduce -2.5%	8,280,843	$217.2M
Hengehold Capital Management LLC	17.07%	Reduce -8.7%	7,726,247	$202.7M
Hanson & Doremus Investment Management	22.09%	Add +7.6%	7,007,872	$183.8M
HB Wealth Management, LLC	1.14%	Reduce -0.1%	6,688,619	$175.4M
Forvis Mazars Wealth Advisors, LLC	3.07%	Reduce -2.2%	6,193,890	$162.5M
Evergreen Advisors, LLC	39.45%	—	6,167,435	$161.8M
HT Partners LLC	47.44%	Reduce -0.1%	6,082,785	$159.6M
AlphaCore Capital LLC	3.42%	Reduce -4.8%	5,810,478	$152.4M
TruNorth Capital Management, LLC	25.34%	Add +0.4%	5,090,429	$133.5M
HHM Wealth Advisors, LLC	15.59%	Reduce -3.2%	5,037,648	$132.1M
Accredited Investors Inc.	6.57%	Reduce -1.8%	4,719,541	$123.8M
Mariner, LLC	0.14%	Add +3.8%	4,454,313	$116.8M
Captrust Financial Advisors	0.21%	Add +25.1%	4,236,900	$111.1M
Morton Brown Family Wealth, LLC	27.48%	Add +0.5%	3,847,441	$100.9M
Creative Planning	0.07%	Add +69.2%	3,807,645	$99.9M
Compass Financial Group, INC	13.67%	Add +7.7%	3,648,642	$95.7M
Manchester Financial Inc.	16.84%	Reduce -0.6%	3,432,268	$90.0M
Morgan Stanley	0.01%	Add +0.7%	3,217,149	$84.4M
Bank of America Corp.	0.01%	Add +2.4%	3,212,483	$84.3M
Ballentine Partners, LLC	1.18%	Reduce -0.9%	3,209,293	$84.2M
Summit Financial Strategies, Inc.	6.86%	Reduce -10.1%	3,183,036	$83.5M
HBK Sorce Advisory LLC	1.90%	Reduce -1.3%	3,106,134	$82.8M
Waverly Advisors, LLC	0.64%	Add +4.4%	3,019,866	$79.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.02%	New	2,953,826	$77.5M
LPL Financial LLC	0.02%	Add +0.7%	2,849,530	$74.7M
Wealth Enhancement Advisory Services, LLC	0.10%	Add +13.0%	2,775,960	$74.1M
Asset Advisors Investment Management, LLC	6.80%	Reduce -0.0%	2,809,236	$73.7M
Savant Capital, LLC	0.42%	Reduce -2.2%	2,799,604	$73.4M
Royal Bank of Canada	0.01%	Add +2.9%	2,743,356	$72.0M
Brown Advisory Inc.	0.10%	Add +0.2%	2,726,869	$71.5M
North Star Asset Management Inc.	2.83%	Reduce -0.4%	2,676,232	$70.2M
Mercer Global Advisors Inc.	0.11%	Reduce -2.2%	2,667,904	$70.0M
Gallagher Fiduciary Advisors, LLC	2.23%	Add +153.5%	2,626,353	$68.9M
Focus Partners Wealth	0.08%	Add +130.3%	2,626,053	$68.9M
Circle Wealth Management, LLC	1.06%	Add +0.1%	2,611,861	$68.5M
D L Carlson Investment Group Inc.	11.49%	Reduce -0.5%	2,597,862	$68.1M
Legacy Financial Strategies, LLC	12.04%	Reduce -3.4%	2,593,226	$68.0M
Bouchey Financial Group, Ltd.	5.02%	Reduce -69.3%	2,552,924	$67.0M
Myecfo, LLC	27.62%	Add +2.6%	2,481,049	$65.1M
Jones Financial Companies LLLP	0.04%	Add +4.8%	2,395,633	$62.8M
Cliftonlarsonallen Wealth Advisors, LLC	0.94%	Reduce -4.3%	2,362,355	$62.0M
Winthrop Advisory Group LLC	5.10%	Reduce -0.6%	2,294,238	$60.2M
Aptus Capital Advisors, LLC	0.49%	Add +1.9%	2,182,505	$57.2M
Sunburst Financial Group, LLC	11.28%	Add +1.9%	2,126,176	$55.8M
Caprock Group, LLC	1.15%	Reduce -5.5%	2,083,220	$54.6M
WBH Advisory Inc.	3.95%	Add +0.7%	2,032,771	$53.3M
Quantinno Capital Management LP	0.11%	Add +19.6%	1,993,156	$52.3M
Ethos Financial Group, LLC	3.80%	Reduce -5.6%	1,956,507	$51.3M
Wells Fargo & Company	0.01%	Reduce -19.5%	1,947,760	$51.1M
Compass Advisory Group LLC	13.68%	Reduce -0.3%	1,930,589	$50.6M
Bluespring Wealth Management, LLC	4.08%	Reduce -1.8%	1,806,946	$47.4M
Capital Management Associates, Inc	10.32%	Add +0.1%	1,779,549	$46.7M
Cambridge Investment Research Advisors, Inc.	0.12%	Add +35.5%	1,778,973	$46.7M
Roundview Capital LLC	2.73%	Add +3.4%	1,691,550	$44.4M
Cwm, LLC	0.12%	Add +304.7%	1,648,774	$43.2M
Genesee Capital Advisors, LLC	17.30%	Add +13.2%	1,638,747	$43.0M
Members Advisory Group LLC	15.79%	Reduce -9.6%	1,597,065	$41.9M
Boulder Wealth Advisors, LLC	17.59%	Add +0.9%	1,586,333	$41.6M
Truist Financial Corp.	0.06%	Reduce -0.4%	1,576,053	$41.3M
Cape Investment Advisory, Inc.	12.62%	Add +12159.0%	1,564,367	$41.0M
Appalachian Capital Management Ltd	32.70%	—	1,556,042	$40.8M
Jaffetilchin Investment Partners, LLC	2.37%	Add +0.1%	1,546,021	$40.6M
Leading Edge Financial Planning LLC	9.07%	Add +8.9%	1,518,271	$39.8M
Modern Wealth Management, LLC	0.71%	Reduce -2.2%	1,485,850	$39.0M
UBS Group AG	0.01%	Add +0.8%	1,414,241	$37.1M
Allworth Financial LP	0.15%	Add +0.4%	1,410,115	$37.0M
Boyum Wealth Architects LLC	17.28%	Add +13.3%	1,388,726	$37.0M
Legacy Private Trust Co.	2.06%	Reduce -0.5%	1,332,535	$35.0M
OneDigital Investment Advisors LLC	0.34%	Reduce -3.5%	1,332,291	$34.9M
Raymond James Financial Inc.	0.01%	Reduce -11.3%	1,273,878	$33.4M
Juncture Wealth Strategies, LLC	11.00%	Add +0.0%	1,273,539	$33.4M
JPMorgan Chase & Co.	0.00%	Add +4.0%	1,267,269	$33.2M
WT Wealth Management	9.00%	Reduce -2.3%	1,193,268	$31.3M
SYM FINANCIAL Corp	3.21%	Add +16.3%	1,192,229	$31.3M
Retirement Planning Group, LLC	1.02%	Reduce -4.5%	1,180,968	$31.0M
Goldman Sachs Group Inc.	0.00%	Add +16.6%	1,169,488	$30.7M
Pegasus Asset Management, Inc.	9.42%	Add +0.3%	1,167,103	$30.6M
MAI Capital Management	0.18%	Add +6.0%	1,165,113	$30.6M
Goepper Burkhardt LLC	9.82%	Add +3.4%	1,149,601	$30.2M
Phil A. Younker & Associates, Ltd.	20.82%	Add +6.3%	1,138,394	$29.9M
John Boyer, Inc.	30.23%	Reduce -5.8%	1,131,457	$29.7M
AQR Capital Management	0.02%	Add +49.7%	1,131,271	$29.7M
Gemmer Asset Management LLC	2.27%	Reduce -2.6%	1,124,612	$29.5M
Cerity Partners LLC	0.04%	Reduce -0.2%	1,120,531	$29.4M
Truepoint, Inc.	0.66%	Reduce -1.0%	1,116,699	$29.3M
Strategic Advisors LLC	4.56%	Reduce -2.0%	1,111,119	$29.1M
Valley National Advisers Inc.	4.00%	Add +2.3%	1,102,037	$28.9M
GSG Advisors LLC	7.30%	Add +0.7%	1,078,456	$28.3M
Robinson Smith Wealth Advisors LLC	19.23%	Add +5.3%	1,073,612	$28.2M
Patriot Investment Management Group, Inc.	1.76%	Reduce 0.0%	1,056,993	$27.7M
Facet Wealth, Inc.	0.49%	Add +1.6%	1,027,639	$27.6M
Harbour Investments, Inc.	0.55%	Add +2.9%	1,028,172	$27.0M
Beacon Pointe Advisors, LLC	0.18%	Add +64.0%	1,002,656	$26.3M
Dodds Wealth, LLC	6.33%	Add +5.7%	984,749	$25.8M
Chicago Partners Investment Group LLC	0.63%	Add +1.5%	966,352	$25.7M
FMR LLC	0.00%	Reduce -12.3%	943,817	$24.8M
Strategic Financial Planning, Inc.	14.02%	Reduce -10.0%	939,186	$24.6M
Intelligence Driven Advisers, LLC	3.47%	Reduce -9.1%	925,147	$24.3M
Alliancebernstein L.P.	0.01%	Add +79.3%	916,985	$24.1M
Great Lakes Retirement, Inc.	2.49%	Add +1.6%	913,151	$24.0M
Wynn Capital, LLC	11.50%	Add +1.7%	902,913	$23.7M
Meridian Wealth Partners, LLC	3.24%	Reduce -0.3%	895,438	$23.5M
Stonekeep Investments, LLC	14.83%	Add +0.1%	884,166	$23.2M
Schaeffer Financial LLC	20.19%	Add +0.4%	881,926	$23.1M
Global Wealth Management, LLC	12.40%	Reduce -7.9%	878,601	$23.0M
IMA Advisory Services, Inc.	2.20%	Add +5.0%	872,697	$22.9M
Breakwater Investment Management	8.28%	Reduce -1.7%	872,018	$22.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC	7.50%	Add +0.5%	856,512	$22.5M
Corient Private Wealth LP	0.03%	Add +9.4%	847,613	$22.2M
Avior Wealth Management, LLC	0.69%	Reduce -0.3%	846,141	$22.2M
United Capital Financial Advisors, LLC	0.13%	Reduce -3.0%	826,795	$21.7M
Assetmark, Inc.	0.04%	Add +1.1%	813,658	$21.3M
Osaic Holdings, Inc.	0.03%	Reduce -5.0%	808,847	$21.2M
Nalls Sherbakoff Group, LLC	15.30%	Reduce -5.7%	808,772	$21.2M
Tanglewood Wealth Management, Inc.	1.94%	Reduce -12.6%	805,302	$21.1M
Vista Capital Partners, Inc.	2.08%	Reduce -1.7%	804,988	$21.1M
Davis Capital Management	14.44%	Add +1.6%	800,037	$21.0M
Socha Financial Group, LLC	10.23%	Reduce -12.0%	799,561	$21.0M
Tradition Wealth Management, LLC	1.50%	Reduce -1.5%	797,963	$20.9M
Lido Advisors, LLC	0.08%	Add +0.5%	798,969	$20.8M
Rothschild Wealth LLC	1.96%	New	777,682	$20.4M
Cetera Investment Advisers	0.02%	Add +1.7%	768,449	$20.2M
Coastal Bridge Advisors, LLC	1.45%	Reduce -1.0%	740,530	$19.4M
Roble, Belko & Company, Inc	2.53%	Reduce -1.8%	736,840	$19.3M
Libra Wealth LLC	5.40%	Reduce -2.4%	735,499	$19.3M
Bartlett & Co. Wealth Management LLC	0.25%	Reduce -30.5%	726,836	$19.1M
MIdWestOne Financial Group, Inc.	2.10%	Add +19.2%	720,616	$18.9M
James J. Burns & Company, LLC	2.60%	Add +0.2%	718,097	$18.8M
Madden Advisory Services, Inc.	7.35%	Reduce -5.0%	696,588	$18.3M
Commonwealth Equity Services, LLC	0.02%	Add +0.3%	696,254	$18.3M
Farther Finance Advisors, LLC	0.19%	Add +52.3%	662,755	$17.4M
Focus Financial Network, Inc.	0.60%	Add +1.8%	661,759	$17.4M
Compound Planning, Inc.	0.51%	Add +3.1%	657,681	$17.3M
Zhang Financial LLC	0.63%	Reduce -0.4%	648,395	$17.0M
Walker Financial Services, Inc.	5.90%	Add +45.3%	621,182	$16.3M
Christensen, King & Associates Investment Services, Inc.	6.88%	Reduce -0.8%	615,113	$16.1M
Blue Bell Private Wealth Management, LLC	2.33%	Reduce -1.5%	605,024	$15.9M
Lodestar Private Asset Management LLC	1.59%	Reduce -2.6%	602,416	$15.8M
True North Advisors, LLC	2.02%	New	595,340	$15.6M
Empower Advisory Group, LLC	0.04%	Add +23.4%	589,515	$15.5M
Bond & Devick Financial Network, Inc.	4.33%	Add +1.8%	586,053	$15.4M
Ashford Advisors, LLC	3.32%	Reduce -3.3%	577,324	$15.1M
&partners	0.08%	Add +540.9%	573,300	$15.1M
Ameriprise Financial Inc.	0.00%	Add +5.8%	570,724	$15.0M
Valicenti Advisory Services Inc.	3.13%	Add +2.6%	570,286	$15.0M
IFP Advisors, Inc	0.34%	Add +13.5%	569,737	$14.9M
Summit Trail Advisors, LLC	0.25%	Add +166.6%	561,342	$14.7M
Ogorek Anthony Joseph /NY/	4.05%	Reduce -4.2%	560,792	$14.7M
Opes Wealth Management LLC	2.47%	Add +0.8%	555,549	$14.6M
Stifel Financial Corp.	0.01%	Reduce -5.3%	552,053	$14.5M
Milestone Investment Advisors LLC	3.44%	Reduce -4.0%	541,444	$14.2M
Spinnaker Investment Group, LLC	2.54%	Reduce -2.3%	533,580	$14.0M
Elgethun Capital Management	2.41%	Reduce -16.9%	531,780	$13.9M
Passive Capital Management, LLC.	4.32%	Add +0.4%	526,727	$13.8M
SigFig Wealth Management, LLC	0.41%	Reduce -2.5%	515,373	$13.7M
TPG Advisors LLC	8.48%	Reduce -0.1%	519,321	$13.6M
HORAN Wealth, LLC	2.09%	Add +0.3%	519,198	$13.6M
Leavell Investment Management, Inc.	0.56%	Add +0.0%	513,185	$13.5M
Wedmont Private Capital	0.46%	Add +1.1%	502,881	$13.4M
Northwestern Mutual Wealth Management Co.	0.01%	Reduce -0.9%	504,530	$13.2M
Wealthspire Advisors, LLC	0.10%	Reduce -50.1%	500,567	$13.1M
Roger Wittlin Investment Advisory, LLC	9.14%	Reduce -15.4%	498,333	$13.1M
Davidson Kahn Capital Management, LLC	6.77%	Add +8.1%	496,485	$13.0M
NewEdge Advisors, LLC	0.05%	Add +1.9%	491,689	$12.9M
Johnson Investment Counsel Inc.	0.10%	Add +6.8%	489,962	$12.9M
Weinberger Asset Management, Inc	4.55%	Reduce -7.0%	481,787	$12.6M
TruWealth Advisors, LLC	0.61%	Add +1.3%	478,351	$12.5M
Motive Wealth Advisors	5.31%	Reduce -0.9%	475,614	$12.5M
Sequoia Financial Advisors, LLC	0.07%	Reduce -5.7%	469,139	$12.3M
Peak Financial Management, Inc.	3.16%	Add +2.0%	467,399	$12.3M
Meridian Wealth Management, LLC	0.43%	Reduce -3.8%	467,241	$12.3M
D.B. Root & Company, LLC	2.95%	Reduce -1.3%	461,068	$12.1M
VSM Wealth Advisory, LLC	3.55%	Reduce -1.7%	450,618	$11.8M
Waldron Private Wealth LLC	0.47%	No change	450,000	$11.8M
Beacon Wealthcare LLC	4.03%	Reduce -1.0%	447,737	$11.7M
Liberty Capital Management, Inc.	2.18%	Add +4.7%	445,949	$11.7M
Brooklyn FI, LLC	2.49%	Add +0.5%	443,982	$11.6M
Everhart Financial Group, Inc.	1.03%	Reduce -5.8%	425,763	$11.2M
Northern Trust Corp.	0.00%	Add +14.4%	414,355	$10.9M
Five Oceans Advisors	3.80%	Reduce -0.1%	409,952	$10.8M
Kestra Advisory Services, LLC	0.04%	Add +15.7%	408,876	$10.7M
Alliance Wealth Management Group	2.35%	Reduce -2.1%	408,391	$10.7M
Towercrest Capital Management	1.69%	Reduce -2.1%	408,391	$10.7M
Prime Capital Investment Advisors, LLC	0.13%	Reduce -1.6%	406,173	$10.7M
Apriem Advisors	0.98%	Reduce -1.8%	405,078	$10.6M
Destination Wealth Management	0.28%	Add +60.2%	402,252	$10.6M
Great Valley Advisor Group, Inc.	0.20%	Reduce -0.9%	400,609	$10.5M
Downshift Financial, LLC	6.42%	—	399,432	$10.4M
SRH Advisors, LLC	2.99%	Add +2.0%	395,503	$10.4M
Charles Schwab Investment Management Inc.	0.00%	Reduce -4.2%	395,079	$10.4M
Wrenne Financial Planning LLC	4.14%	Add +3.2%	387,626	$10.2M
Moneta Group Investment Advisors LLC	0.08%	Reduce -5.5%	387,321	$10.2M
Fiduciary Trust Co	0.11%	Reduce -0.0%	375,635	$9.9M
FFT Wealth Management LLC	1.87%	Reduce -2.8%	373,641	$9.8M
Madison Wealth Partners, Inc	1.77%	Reduce -30.4%	369,116	$9.7M
Envestnet Asset Management Inc.	0.00%	Reduce -57.9%	365,740	$9.6M
Summit Financial, LLC	0.14%	Reduce -1.5%	360,345	$9.5M
Cresset Asset Management, LLC	0.04%	Add +4.3%	360,108	$9.4M
Fagan Associates, Inc.	1.25%	Reduce -0.3%	356,585	$9.4M
Rockefeller Capital Management L.P.	0.02%	Reduce -1.5%	352,073	$9.2M
Rockbridge Investment Management, LCC	0.85%	Reduce -2.1%	346,819	$9.1M
Jane Street Group, LLC	0.01%	Reduce -61.6%	345,914	$9.1M
Brookstone Capital Management	0.10%	Reduce -1.3%	343,307	$9.0M
Walter & Keenan Wealth Management LLC /in/	2.37%	Add +1.9%	337,829	$8.9M
Private Advisor Group, LLC	0.04%	Add +4.9%	337,418	$8.9M
Disciplined Investors, L.L.C.	5.76%	Reduce -0.0%	334,650	$8.8M
Prosperitas Financial LLC	3.42%	Add +3.0%	334,170	$8.8M
Joseph P. Lucia & Associates, LLC	3.11%	Add +0.9%	328,243	$8.6M
Mitchell Sinkler & Starr	3.88%	No change	327,595	$8.6M
Carnegie Investment Counsel	0.16%	Add +589.0%	326,752	$8.6M
Orcam Financial Group	6.42%	Add +0.0%	326,475	$8.6M
Brightwater Advisory LLC	5.79%	Reduce -0.2%	326,449	$8.6M
Valley Forge Investment Consultants Inc. Adv	2.49%	Reduce -0.1%	326,360	$8.6M
NBZ Investment Advisors LLC	3.58%	Reduce -0.2%	312,531	$8.2M
CFG Wealth Management Services, Inc.	7.70%	—	311,268	$8.2M
Creekside Partners	3.44%	Add +1.8%	310,314	$8.1M
Embree Financial Group	0.99%	Reduce -4.8%	306,562	$8.0M
Brighton Jones LLC	0.29%	Add +2.4%	304,302	$8.0M
Curbstone Financial Management Corp	1.52%	Reduce -1.6%	303,352	$8.0M
Pinkerton Wealth, LLC	0.81%	Reduce -3.0%	300,635	$7.9M
CVA Family Office, LLC	0.91%	Reduce -1.1%	300,632	$7.9M
JFS Wealth Advisors, LLC	0.44%	Add +0.2%	299,267	$7.8M
Sharkey, Howes & Javer	0.99%	Reduce -5.1%	298,274	$7.8M
JMG Financial Group, Ltd.	0.22%	Reduce -8.6%	296,375	$7.8M
Envestnet Portfolio Solutions, Inc.	0.03%	Reduce -1.0%	294,341	$7.7M
Equita Financial Network, Inc.	2.32%	Add +9.4%	293,624	$7.7M
RHS Financial, LLC	3.73%	Reduce -7.3%	291,481	$7.6M
Red Door Wealth Management, LLC	0.78%	Reduce -0.1%	287,087	$7.5M
Valmark Advisers, Inc.	0.09%	Reduce -1.4%	285,082	$7.5M
RCW Management, LLC	7.54%	—	284,548	$7.5M
Mutual Advisors, LLC	0.16%	Add +1.1%	283,828	$7.4M
Sheets Smith Wealth Management	0.80%	Reduce -0.6%	277,219	$7.3M
BlackRock, Inc.	0.00%	Add +246.1%	272,842	$7.2M
BCS Wealth Management	0.71%	Add +91.2%	269,882	$7.1M
Cardiff Park Advisors, LLC	0.58%	Add +1.4%	267,490	$7.0M
Ballast Advisors LLC	1.92%	Reduce -0.3%	265,637	$7.0M
Wilson & Boucher Capital Management, LLC	4.50%	Add +0.5%	261,304	$6.9M
Mairs & Power Inc.	0.07%	No change	261,246	$6.9M
Ellevest, Inc.	0.94%	Add +2.8%	259,636	$6.8M
Graver Capital Management, LLC	5.25%	Add +2.2%	253,409	$6.6M
Arcadia Investment Advisors LLC	3.08%	Reduce -1.7%	251,998	$6.6M
Parallel Advisors, LLC	0.12%	Add +1.1%	251,988	$6.6M
ProVise Management Group, LLC	0.46%	Add +4.2%	248,059	$6.5M
Strategic Family Wealth Counselors, L.L.C.	1.45%	Reduce -0.4%	246,129	$6.5M
Seaside Wealth Management, Inc.	1.84%	Reduce -2.6%	245,849	$6.4M
True Freedom Investing, LLC	0.44%	New	244,264	$6.4M
Joule Financial, LLC	1.90%	Add +28.5%	241,297	$6.3M
Chevy Chase Trust Holdings, LLC	0.02%	Reduce -1.1%	241,223	$6.3M
Equitable Holdings, Inc.	0.04%	Add +2.5%	241,099	$6.3M
Summit Wealth & Retirement Planning, Inc.	1.49%	Add +0.0%	240,675	$6.3M
Asset Allocation & Management Company, LLC	2.53%	Add +4.2%	240,256	$6.3M
Clark Asset Management, LLC	0.65%	Add +349.0%	239,110	$6.3M
Firestone Capital Management	1.33%	Reduce -6.2%	238,515	$6.3M
Financial Engines Advisors L.L.C.	0.01%	Reduce -0.2%	233,558	$6.1M
KCM Investment Advisors LLC	0.20%	Add +0.0%	232,990	$6.1M
Asset Advisory Group, Inc.	3.03%	—	231,540	$6.1M
Debussy Capital Management LP	0.82%	Reduce -0.3%	229,880	$6.0M
Hartmann Taylor Wealth Management, LLC	4.04%	No change	228,179	$6.0M
Successful Portfolios LLC	3.04%	Add +5.2%	222,874	$6.0M
Savvy Advisors, Inc.	0.19%	Reduce -2.7%	227,410	$6.0M
OneAscent Financial Services LLC	0.55%	Add +8.6%	226,925	$6.0M
One Charles Private Wealth Services, LLC	1.53%	Reduce -2.5%	225,062	$5.9M
Altfest L J & Co. Inc.	0.64%	Reduce -2.1%	223,610	$5.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.11%	Reduce -0.7%	223,489	$5.9M
Main Street Financial Solutions, LLC	0.43%	Reduce -34.3%	217,479	$5.7M
Diversified Portfolios, Inc.	0.47%	Reduce -0.3%	214,697	$5.6M
Bawa N Mallick Trust	2.07%	No change	212,190	$5.6M
Stratos Investment Management, LLC	0.22%	Reduce -1.8%	208,250	$5.5M
Cordant, Inc.	2.28%	Reduce -1.2%	207,187	$5.4M
Blair William & Co.	0.01%	Reduce -34.1%	205,511	$5.4M
SeaCrest Wealth Management, LLC	0.54%	Reduce -16.8%	201,657	$5.4M
James Investment Research, Inc.	0.58%	Add +10.0%	204,150	$5.4M
Blueprint Investment Partners LLC	0.57%	Reduce -1.6%	201,760	$5.3M
Berkshire Asset Management LLC	0.23%	Add +1.9%	199,576	$5.2M
NYL Investors LLC	1.78%	Reduce -0.3%	199,564	$5.2M
Seed Wealth Management, Inc.	3.61%	Reduce -4.2%	199,343	$5.2M
ELCO Management Co., LLC	3.29%	Add +18.0%	198,875	$5.2M
Aspiring Ventures, LLC	1.89%	Add +7.4%	198,475	$5.2M
Unify Financial Advisors	5.41%	—	197,362	$5.2M
Ieq Capital, LLC	0.02%	Add +1.6%	197,006	$5.2M
Focus Partners Advisor Solutions, LLC	0.06%	Add +14.1%	195,006	$5.1M
Chesapeake Wealth Management	1.52%	Reduce -0.6%	194,182	$5.1M
Whitener Capital Management, Inc.	1.15%	Reduce -0.3%	193,250	$5.1M
Donaldson Capital Management, LLC	0.16%	Add +14.3%	192,702	$5.1M
Crestwood Advisors Group, LLC	0.08%	Reduce -0.0%	192,604	$5.1M
Tudor Investment Corporation	0.03%	Add +68.5%	192,589	$5.1M
Wealthcare Advisory Partners LLC	0.10%	Add +7.3%	192,190	$5.0M
Farnam Financial LLC	3.79%	Reduce -1.5%	191,830	$5.0M
Alpha Omega Wealth Management LLC	0.83%	Reduce -2.2%	191,386	$5.0M
Venture Visionary Partners LLC	0.16%	Reduce -2.9%	191,269	$5.0M
Maridea Wealth Management LLC	0.75%	Reduce -3.6%	191,125	$5.0M
Independent Advisor Alliance	0.12%	Add +262.9%	190,382	$5.0M
Wbi Investments, LLC	1.30%	Reduce -1.7%	190,378	$5.0M
Compass Ion Advisors, LLC	0.47%	Add +0.1%	189,661	$5.0M
Avant Capital LLC	3.41%	Reduce -1.0%	189,560	$5.0M
US Bancorp \de	0.01%	Add +14.8%	186,512	$4.9M
MBA Advisors LLC	1.97%	Add +1.6%	186,252	$4.9M
Midwestern Financial, LLC	4.04%	Reduce -10.8%	185,988	$4.9M
Ritholtz Wealth Management	0.09%	Reduce -0.9%	185,971	$4.9M
Blueprint Financial Advisors LLC	0.74%	Reduce -2.8%	184,970	$4.9M
Kiley Juergens Wealth Management, LLC	1.05%	Add +4.6%	184,836	$4.8M
Granite Investment Partners, LLC	0.29%	Reduce -0.1%	184,793	$4.8M
Arax Advisory Partners	0.14%	Reduce -95.5%	183,570	$4.8M
Clear Point Advisors Inc.	3.65%	Reduce -1.9%	179,287	$4.7M
Cozad Asset Management Inc.	0.36%	Reduce -2.6%	179,229	$4.7M
Leo Wealth, LLC	0.34%	Add +1720.0%	178,996	$4.7M
Cambridge Financial Group, LLC	1.61%	Reduce -0.0%	190,350	$4.6M
Axxcess Wealth Management, LLC	0.08%	Reduce -8.0%	175,459	$4.6M
Amicus Financial Advisors, LLC	1.28%	—	175,402	$4.6M
Pullen Investment Management, LLC	2.42%	Reduce -13.0%	175,243	$4.6M
Pacific Park Financial, Inc.	2.84%	—	173,228	$4.5M
Brio Consultants, LLC	0.58%	Add +14.5%	170,756	$4.5M
Long Island Wealth Management, Inc.	2.11%	Add +0.1%	170,407	$4.5M
Klingenstein Fields & Co. LP	0.16%	Add +0.1%	167,361	$4.4M
Opus Capital Group, LLC	0.47%	Add +0.0%	164,781	$4.3M
Highland Capital Management, LLC	0.21%	Reduce -4.8%	163,948	$4.3M
CRA Financial Services, LLC	0.56%	Add +3.2%	163,378	$4.3M
Orion Porfolio Solutions, LLC	0.03%	Add +8.6%	162,046	$4.3M
Mill Creek Capital Advisors, LLC	0.09%	Add +0.1%	161,959	$4.2M
Aspire Capital Advisors LLC	0.99%	Add +0.6%	161,216	$4.2M
Naples Global Advisors, LLC	0.32%	Reduce -0.1%	160,735	$4.2M
Planning Alternatives Ltd.	0.53%	Reduce -1.8%	159,117	$4.2M
Signaturefd, LLC	0.06%	Add +0.8%	158,664	$4.2M
Avalon Advisory Group	1.69%	Reduce -0.1%	157,809	$4.1M
Rosenberg Matthew Hamilton	0.84%	Reduce -0.7%	155,413	$4.1M
Belpointe Asset Management LLC	0.15%	Add +11.6%	154,919	$4.1M
Milestones Private Investment Advisors LLC	2.78%	Reduce -1.5%	154,186	$4.0M
Silver Oak Advisory Group, Inc.	1.81%	Reduce -3.6%	153,034	$4.0M
Chapman Financial Group, LLC	2.73%	Add +2.0%	153,008	$4.0M
Merit Financial Group, LLC	0.03%	Reduce -6.0%	152,060	$4.0M
Islay Capital Management, LLC	2.35%	Reduce -42.9%	151,153	$4.0M
Dakota Wealth Management	0.07%	Add +710.4%	151,000	$4.0M
WealthCollab, LLC	1.62%	Reduce -0.9%	150,901	$4.0M
EP Wealth Advisors, LLC	0.02%	—	150,381	$3.9M
Tortoise Investment Management, LLC	0.35%	Reduce -3.0%	149,926	$3.9M
Atlas Capital Advisors Inc.	0.43%	—	146,333	$3.8M
Independent Solutions Wealth Management, LLC	0.70%	Reduce -2.3%	145,003	$3.8M
Renaissance Technologies	0.01%	Add +1351.5%	143,700	$3.8M
Thrive Wealth Management, LLC	0.55%	Add +12.6%	143,272	$3.8M
L. Roy Papp & Associates, LLP	0.41%	Reduce -1.6%	142,359	$3.7M
Game Plan Financial Advisors, LLC	1.62%	Reduce -0.9%	141,395	$3.7M
Pathstone Holdings, LLC	0.01%	Add +0.6%	140,181	$3.7M
Sigma Investment Counselors Inc.	0.19%	Reduce -5.3%	140,158	$3.7M
Spreng Capital Management, Inc.	1.44%	Reduce -1.8%	139,702	$3.7M
Daybright Advisory Services, Inc.	0.98%	—	139,572	$3.7M
Koshinski Asset Management, Inc.	0.23%	Reduce -4.6%	138,159	$3.6M
Lowe Brockenbrough & Co. Inc.	0.18%	Reduce -3.9%	137,579	$3.6M
Cypress Point Wealth Management, LLC	0.79%	Reduce -8.6%	137,572	$3.6M
Archer Investment Management, LLC	1.92%	Reduce -2.3%	136,408	$3.6M
Cambridge Advisors Inc.	0.68%	Reduce -0.3%	136,293	$3.6M
Smith, Moore & Co.	0.27%	Add +6.9%	136,116	$3.6M
RVW Wealth, LLC	0.27%	Add +0.4%	135,862	$3.6M
Carret Asset Management, LLC	0.34%	Add +3.5%	135,559	$3.6M
PFG Advisors	0.17%	Reduce -10.4%	135,556	$3.6M
Salem Investment Counselors Inc.	0.10%	Reduce -0.1%	135,299	$3.5M
Flatrock Wealth Partners LLC	1.70%	—	135,214	$3.5M
Krilogy Financial LLC	0.12%	Add +0.9%	131,540	$3.5M
Global Retirement Partners, LLC	0.06%	Reduce -7.6%	133,214	$3.5M
Advus Financial Partners, LLC	0.85%	Reduce -9.6%	133,035	$3.5M
Novare Capital Management LLC	0.26%	Reduce -22.3%	131,936	$3.5M
Choreo, LLC	0.04%	Add +1.7%	130,796	$3.5M
Chesley Taft & Associates LLC	0.13%	Add +87.2%	130,321	$3.4M
CX Institutional	0.10%	Add +35.3%	128,144	$3.4M
Selby Wealth Management, LLC	1.35%	—	127,871	$3.4M
C M Bidwell & Associates Ltd.	1.58%	Reduce -0.0%	127,406	$3.3M
SageView Advisory Group, LLC	0.11%	Add +6.7%	127,348	$3.3M
PNC Financial Services Group, Inc.	0.00%	Add +16.6%	126,339	$3.3M
Intrua Financial, LLC	0.36%	Reduce -2.2%	125,542	$3.3M
Asset Dedication, LLC	0.22%	Reduce -2.7%	125,424	$3.3M
Planned Solutions, Inc.	1.06%	Add +4.2%	124,578	$3.3M
Cross Staff Investments Inc	1.78%	Add +10.8%	123,536	$3.2M
Sachetta, LLC	1.75%	Reduce -6.2%	122,155	$3.2M
Bank of Montreal	0.00%	Add +12.4%	121,300	$3.2M
West Paces Advisors Inc.	0.62%	Reduce -1.4%	121,263	$3.2M
Rialto Wealth Management, LLC	0.76%	Add +0.8%	120,750	$3.2M
Topsail Wealth Management, LLC	0.46%	Add +0.1%	120,749	$3.2M
Triangle Securities Wealth Management	0.67%	Add +2.9%	120,576	$3.2M
Whitegate Investment Counselors, Inc.	0.99%	Add +14.6%	120,424	$3.2M
RTD Financial Advisors, Inc.	0.38%	Reduce -4.9%	119,715	$3.1M
Elevation Wealth Partners, LLC	1.09%	Add +0.0%	117,819	$3.1M
Financial Designs Corp	1.74%	Reduce -4.8%	117,106	$3.1M
O'shaughnessy Asset Management, LLC	0.02%	Add +4.3%	117,091	$3.1M
GeoWealth Management, LLC	0.11%	Add +16.7%	116,770	$3.1M
Cherry Tree Wealth Management, LLC	0.65%	Add +0.4%	116,680	$3.1M
Skyline Advisors, Inc.	1.02%	Add +0.1%	116,118	$3.0M
Medallion Wealth Advisors, LLC	1.02%	Add +11.5%	115,941	$3.0M
DHJJ Financial Advisors, Ltd.	1.01%	Reduce -5.7%	115,935	$3.0M
Wilkins Miller Wealth Management, LLC	1.81%	Reduce -8.2%	115,920	$3.0M
Robertson Stephens Wealth Management, LLC	0.09%	Add +4.6%	115,080	$3.0M
Mayfair Advisory Group, LLC	1.17%	Reduce -0.3%	114,633	$3.0M
American Investment Services, Inc.	0.70%	New	114,611	$3.0M
Lincoln Capital Corp.	1.05%	Add +0.7%	112,648	$3.0M
Mission Wealth Management, LP	0.06%	Reduce -3.4%	112,519	$3.0M
Janney Montgomery Scott LLC	0.01%	Reduce -2.3%	112,475	$3.0M
Wealth Group Ltd	0.65%	Reduce -8.1%	111,054	$2.9M
Tiaa Trust, National Association	0.01%	Reduce -0.5%	111,002	$2.9M
Cathy Pareto & Associates, Inc.	2.02%	Reduce -0.6%	110,840	$2.9M
Penney Financial, LLC	1.12%	Add +0.5%	110,748	$2.9M
Financial Consulate, Inc.	0.40%	Reduce -7.9%	110,723	$2.9M
Ausdal Financial Partners, Inc.	0.13%	Add +1.7%	109,825	$2.9M
FAS Wealth Partners, Inc.	0.19%	Reduce -11.8%	109,644	$2.9M
ZWJ Investment Counsel Inc.	0.10%	Reduce -1.8%	109,568	$2.9M
NewEdge Wealth, LLC	0.03%	Add +32.2%	109,249	$2.9M
Kastel Capital Advisors, LLC	1.76%	—	109,220	$2.9M
Laird Norton Wetherby Trust Company, LLC	0.06%	New	108,848	$2.9M
Angeles Wealth Management, LLC	0.16%	Add +8.1%	108,309	$2.8M
Integrated Wealth Concepts LLC	0.03%	Reduce -47.6%	107,465	$2.8M
Gleason Group, Inc.	0.28%	Add +0.2%	107,191	$2.8M
Elm Partners Management LLC	0.13%	Add +13.2%	106,827	$2.8M
YHB Investment Advisors, Inc.	0.19%	Add +0.5%	105,525	$2.8M
Elser Financial Planning, Inc	2.00%	No change	105,347	$2.8M
Sjbenen Advisory, LLC	2.86%	—	105,143	$2.8M
Rwa Wealth Partners, LLC	0.03%	Add +0.2%	104,766	$2.7M
Ironwood Wealth Management, LLC.	0.80%	Reduce -1.3%	103,931	$2.7M
waypoint wealth counsel	0.99%	Add +0.8%	103,308	$2.7M
Boltwood Capital Management	0.70%	Reduce -2.3%	103,306	$2.7M
Foster Group, Inc.	0.08%	Add +1.3%	102,870	$2.7M
Red Tortoise LLC	1.15%	Add +0.2%	102,173	$2.7M
Values Added Financial LLC	1.12%	Reduce -0.4%	101,394	$2.7M
Optima Capital LLC	1.15%	Add +1.8%	101,151	$2.7M
Noble Family Wealth, LLC	0.56%	Reduce -0.6%	101,128	$2.7M
Jackson Hole Capital Partners, LLC	0.45%	Reduce -3.9%	99,449	$2.6M
Wealthspire Retirement, LLC	0.16%	Reduce -0.5%	99,354	$2.6M
Segment Wealth Management, LLC	0.15%	Reduce -1.1%	98,804	$2.6M
Mason & Associates, LLC	0.58%	Reduce -5.9%	97,031	$2.5M
Csenge Advisory Group	0.12%	Reduce -0.1%	97,000	$2.5M
BOK Financial Private Wealth, Inc.	0.15%	No change	96,572	$2.5M
Mather Group, Llc.	0.03%	Reduce -1.2%	96,352	$2.5M
Great Waters Wealth Management	0.28%	Reduce -1.5%	95,714	$2.5M
Dorato Capital Management	1.88%	—	93,710	$2.5M
Asset Management Group, Inc.	0.40%	Reduce -0.2%	95,203	$2.5M
Prestige Wealth Management Group LLC	0.48%	Reduce -0.2%	95,176	$2.5M
Essex LLC	0.44%	Reduce -1.3%	94,494	$2.5M
Advisory Alpha, LLC	0.07%	Add +6.3%	93,827	$2.5M
Indivisible Partners	0.27%	—	93,765	$2.5M
Axos Invest Inc.	1.80%	Reduce -26.8%	93,359	$2.4M
Midwest Capital Advisors, LLC	1.16%	Add +9.6%	92,114	$2.4M
Natixis Advisors, LLC	0.00%	Add +20.7%	92,030	$2.4M
Keybank National Association	0.01%	Reduce -0.8%	91,991	$2.4M
Holderness Investments Co.	0.48%	Add +0.8%	90,890	$2.4M
Ancora Advisors LLC	0.05%	Add +2.0%	90,729	$2.4M
Souders Financial Advisors	0.27%	Reduce -2.1%	90,645	$2.4M
Geometric Wealth Advisors	0.30%	Reduce -0.4%	90,371	$2.4M
Panoramic Investment Advisors, LLC	1.29%	Add +1.6%	90,180	$2.4M
Prospera Financial Services Inc	0.04%	Add +3.7%	89,480	$2.3M
SOL Capital Management CO	0.21%	Add +1.1%	89,028	$2.3M
Modera Wealth Management, LLC	0.03%	Reduce -12.8%	88,367	$2.3M
Texas Yale Capital Corp.	0.07%	No change	88,351	$2.3M
Weaver Capital Management LLC	0.49%	Reduce -93.6%	88,273	$2.3M
Howe & Rusling Inc.	0.15%	Add +0.1%	88,192	$2.3M
Barden Capital Management, Inc.	1.89%	Add +4.9%	87,594	$2.3M
Ami Investment Management Inc.	0.51%	Reduce -2.7%	87,278	$2.3M
Operose Advisors LLC	0.53%	Add +0.3%	87,261	$2.3M
Financial Futures Ltd Liability Co.	1.05%	Add +36.2%	86,675	$2.3M
Perigon Wealth Management, LLC	0.04%	Add +8.6%	86,675	$2.3M
Bigelow Investment Advisors, LLC	0.89%	Reduce -0.9%	86,442	$2.3M
Financial Management Professionals, Inc.	0.23%	Reduce -4.6%	86,079	$2.3M
Traphagen Investment Advisors LLC	0.19%	Reduce -0.6%	85,953	$2.3M
Hendershot Investments Inc.	0.29%	Add +2.0%	85,716	$2.2M
SpringVest Wealth Management LLC	1.56%	Add +42.0%	85,577	$2.2M
ARK & TLK Investments, LLC	0.62%	Reduce -0.3%	85,347	$2.2M
Abacus Planning Group, Inc.	0.30%	Reduce -1.3%	85,295	$2.2M
Van Cleef Asset Management,Inc	0.23%	No change	84,793	$2.2M
Bank of New York Mellon Corp	0.00%	Add +0.3%	84,066	$2.2M
Pinnacle Associates Ltd.	0.03%	Add +0.3%	84,038	$2.2M
D'Orazio & Associates, Inc.	0.28%	Add +2.4%	83,720	$2.2M
Baird Financial Group, Inc.	0.00%	Add +0.9%	83,613	$2.2M
Farrow Financial, Inc.	1.26%	Add +47.1%	83,285	$2.2M
Weik Capital Management	0.81%	Reduce -7.7%	82,105	$2.2M
First National Bank of Mount Dora, Trust Investment Services	0.47%	No change	81,939	$2.1M
Quadrant Capital Group LLC	0.06%	Add +6.3%	81,859	$2.1M
Trust Co. of Vermont	0.09%	Add +48.8%	81,336	$2.1M
Capital Advisors Inc.	0.03%	Add +0.0%	80,962	$2.1M
CIBC Private Wealth Group LLC	0.00%	Reduce -37.7%	80,625	$2.1M
Spectrum Asset Management, Inc. (NB/CA)	0.70%	Reduce -0.4%	80,556	$2.1M
Adams Wealth Management	0.45%	Reduce -9.0%	80,326	$2.1M
CacheTech Inc.	0.39%	Reduce -9.0%	80,326	$2.1M
Aspiriant, LLC	0.06%	Add +2.4%	79,715	$2.1M
Kera Capital Partners, Inc.	0.25%	No change	76,533	$2.0M
Modus Advisors, LLC	0.53%	No change	77,284	$2.0M
Regent Peak Wealth Advisors LLC	0.40%	Add +0.0%	77,261	$2.0M
Callahan Advisors, LLC	0.17%	Reduce -1.4%	77,229	$2.0M
Exchange Bank	1.40%	Reduce -0.3%	77,100	$2.0M
Silver Oak Securities, Incorporated	0.14%	Reduce -5.8%	75,725	$2.0M
Glenmede Trust Co. NA	0.01%	—	76,210	$2.0M
Pure Financial Advisors, LLC	0.03%	Add +0.4%	76,014	$2.0M
Peachtree Investment Partners, LLC	0.66%	Add +4.3%	75,941	$2.0M
One Capital Management, LLC	0.06%	Reduce -6.0%	75,520	$2.0M
IHT Wealth Management, LLC	0.05%	Add +5.9%	75,276	$2.0M
Selective Wealth Management, Inc.	0.62%	No change	73,712	$2.0M
SteelPeak Wealth, LLC	0.06%	Add +187.9%	74,909	$2.0M
Curi Capital, LLC	0.03%	Reduce -1.8%	74,498	$2.0M
Luminvest Wealth Management LLC	0.54%	Add +4.9%	74,431	$2.0M
WFA of San Diego, LLC	1.43%	Reduce -2.9%	74,106	$1.9M
Sawgrass Asset Management LLC	0.24%	Add +0.3%	73,415	$1.9M
Clear Retirement Advice LLC	1.47%	—	71,659	$1.9M
Kingswood Wealth Advisors, LLC	0.09%	Add +1.9%	72,016	$1.9M
Sanctuary Advisors, LLC	0.01%	Reduce -5.7%	71,654	$1.9M
Redhawk Wealth Advisors, Inc.	0.21%	Reduce -24.8%	71,006	$1.9M
MML Investors Services, LLC	0.00%	Add +1.9%	70,776	$1.9M
Fiduciary Group, LLC	0.16%	Add +1.8%	70,587	$1.9M
Nicholas Hoffman & Company, LLC.	0.04%	Reduce -3.6%	70,228	$1.8M
Newman Dignan & Sheerar, Inc.	0.38%	Add +0.4%	70,069	$1.8M
Keeler & Nadler Financial Planning & Wealth Management	0.63%	Reduce -2.8%	69,231	$1.8M
Gradient Capital Advisors, LLC	0.47%	Reduce -9.3%	69,226	$1.8M
North Forty Two & Co.	1.71%	Add +0.5%	68,992	$1.8M
Murphy, Middleton, Hinkle & Parker, Inc.	0.87%	New	18,551	$1.8M
Eley Financial Management, Inc	0.64%	Add +1.9%	68,075	$1.8M
NorthCoast Asset Management LLC	0.04%	Reduce -95.2%	68,062	$1.8M
Tolleson Wealth Management, Inc.	0.26%	Reduce -1.0%	67,978	$1.8M
Steward Partners Investment Advisory, LLC	0.01%	Add +13.2%	67,800	$1.8M
Earned Wealth Advisors, LLC	0.13%	Add +5.2%	67,231	$1.8M
CGN Advisors LLC	0.14%	Reduce -0.8%	67,196	$1.8M
S.A. Mason LLC	0.70%	Add +0.6%	67,130	$1.8M
Creegan & Nassoura Financial Group, LLC	1.14%	Reduce -6.0%	67,120	$1.8M
Main Street Group, LTD	0.60%	Reduce -0.3%	66,873	$1.8M
FSM Wealth Advisors, LLC	0.24%	Add +0.1%	66,749	$1.8M
Composition Wealth, LLC	0.03%	Add +130.6%	66,445	$1.7M
Value Investment Professionals, LLC	1.81%	—	65,931	$1.7M
RKL Wealth Management LLC	0.14%	Add +1.7%	65,854	$1.7M
Staley Capital Advisers Inc.	0.07%	Add +7.8%	65,381	$1.7M
Mgo One Seven LLC	0.04%	Add +13.3%	65,331	$1.7M
Vanguard Group Inc.	0.00%	Add +2.7%	64,910	$1.7M
Missouri Trust & Investment Co	0.49%	No change	63,990	$1.7M
Kestra Private Wealth Services, LLC	0.02%	Reduce -0.5%	63,745	$1.7M
BSW Wealth Partners	0.20%	Reduce -3.9%	63,593	$1.7M
Western Wealth Management, LLC	0.08%	Reduce -1.2%	63,290	$1.7M
HUB Investment Partners, LLC	0.04%	Reduce -21.6%	62,526	$1.6M
J.W. Cole Advisors, Inc.	0.04%	Reduce -3.4%	69,146	$1.6M
Blossom Wealth Management	2.68%	Reduce -10.4%	61,795	$1.6M
W.H. Cornerstone Investments Inc.	0.97%	Add +28.2%	61,637	$1.6M
Lake Street Private Wealth, LLC	0.20%	New	61,200	$1.6M
REDW Wealth LLC	0.61%	No change	61,163	$1.6M
Private Trust Co. NA	0.14%	Reduce -0.3%	61,152	$1.6M
Advisory Services Network, LLC	0.02%	Reduce -1.9%	60,945	$1.6M
Everstar Asset Management, LLC	0.85%	Reduce -2.4%	60,520	$1.6M
Meritage Portfolio Management	0.10%	Reduce -2.9%	60,315	$1.6M
Bogart Wealth, LLC	0.06%	Reduce -1.9%	59,003	$1.5M
Bailard, Inc.	0.03%	Reduce -2.2%	58,808	$1.5M
Larson Financial Group LLC	0.05%	Reduce -0.1%	57,971	$1.5M
Northern Lights Advisors, Inc.	1.03%	—	57,447	$1.5M
Signature Resources Capital Management, LLC	0.76%	Reduce -0.3%	57,276	$1.5M
Riverchase Wealth Management, LLC	0.82%	No change	57,249	$1.5M
Wealth Architects, LLC	0.13%	Reduce -1.5%	56,957	$1.5M
Morling Financial Advisors, LLC	0.47%	Reduce -0.3%	56,892	$1.5M
RMG Wealth Management LLC	0.19%	Add +2.6%	55,960	$1.5M
VERITY Wealth Advisors	0.91%	No change	56,088	$1.5M
World Investment Advisors	0.02%	Add +6.7%	56,031	$1.5M
Flow Traders U.S. LLC	0.05%	New	55,976	$1.5M
Fonville Wealth Management LLC	0.30%	Reduce -5.3%	55,764	$1.5M
Brookwood Investment Group LLC	0.18%	Reduce -0.5%	55,672	$1.5M
Integrated Advisors Network LLC	0.06%	Reduce -3.2%	55,608	$1.5M
Guardian Wealth Management, Inc.	0.85%	Reduce -2.7%	55,462	$1.5M
Ullmann Wealth Partners Group, LLC	0.15%	No change	55,028	$1.4M
Concurrent Investment Advisors, LLC	0.02%	Add +3.9%	54,931	$1.4M
D.A. Davidson & Co.	0.01%	Reduce -3.1%	54,868	$1.4M
Provident Living Financial Services, Inc.	1.41%	—	54,772	$1.4M
Freedom Financial Partners LLC	0.52%	Reduce -0.2%	54,677	$1.4M
CoreCap Advisors, LLC	0.05%	Reduce -1.6%	54,280	$1.4M
Westbourne Investments, Inc.	0.66%	Reduce -2.8%	54,221	$1.4M
PDS Planning, Inc	0.09%	Reduce -2.7%	54,121	$1.4M
Foundations Investment Advisors, LLC	0.02%	Add +75.5%	53,548	$1.4M
Avantax Planning Partners, Inc.	0.04%	Reduce -0.9%	53,540	$1.4M
Pasadena Private Wealth, LLC	0.19%	Reduce -0.7%	52,916	$1.4M
Firethorn Wealth Partners, LLC	0.52%	Reduce -3.5%	52,699	$1.4M
Smartleaf Asset Management LLC	0.05%	Add +59.8%	52,276	$1.4M
Seascape Capital Management	0.39%	Reduce -3.0%	52,033	$1.4M
Attessa Capital LLC	0.75%	Reduce -2.1%	52,022	$1.4M
Grant Street Asset Management, Inc.	0.27%	Add +1.1%	52,011	$1.4M
Prevail Innovative Wealth Advisors, LLC	0.24%	Add +14.0%	51,232	$1.3M
Acorn Wealth Advisors, LLC	0.40%	Reduce -7.8%	51,012	$1.3M
Physician Wealth Solutions Inc.	0.56%	Reduce -3.5%	50,619	$1.3M
Envision Financial LLC	0.70%	Reduce -0.3%	50,565	$1.3M
Keebeck Wealth Management	0.15%	Add +0.0%	49,980	$1.3M
SVB Wealth LLC	0.08%	Reduce -21.6%	49,768	$1.3M
Hurley Capital, LLC	0.73%	Add +2.1%	49,604	$1.3M
KLCM Advisors, Inc.	0.11%	New	49,359	$1.3M
Cornerstone Planning, LLC	0.30%	—	48,984	$1.3M
Elwood & Goetz Wealth Advisory Group, LLC	0.22%	Reduce -0.5%	48,530	$1.3M
Greenspring Advisors, LLC	0.08%	New	48,080	$1.3M
EverSource Wealth Advisors, LLC	0.05%	Reduce -6.1%	47,798	$1.3M
Foresight Capital Management Advisors, Inc.	0.68%	Add +0.3%	47,595	$1.2M
Whitaker-Myers Wealth Managers, LTD.	0.26%	Add +0.2%	47,356	$1.2M
Penobscot Investment Management Company, Inc.	0.09%	No change	46,920	$1.2M
Midwest Financial Group LLC	0.54%	Add +0.2%	46,872	$1.2M
Westwood Wealth Management	0.92%	New	46,656	$1.2M
Lionshead Wealth Management, LLC	0.92%	Reduce -4.4%	46,656	$1.2M
Tompkins Financial Corp.	0.09%	No change	45,722	$1.2M
Oarsman Capital, Inc.	0.16%	Add +2.5%	45,560	$1.2M
FineMark National Bank & Trust	0.04%	No change	45,552	$1.2M
Smith & Howard Wealth Management, LLC	0.27%	Reduce -3.3%	45,488	$1.2M
Tandem Investment Partners LLC	1.01%	Add +14.9%	45,467	$1.2M
Park Avenue Securities LLC	0.01%	Add +8.0%	45,283	$1.2M
L.K. Benson & Company, P.C.	0.60%	Reduce -0.1%	45,224	$1.2M
Pinnacle Family Advisors, LLC	0.52%	Reduce -10.6%	45,155	$1.2M
MCF Advisors LLC	0.07%	Add +49.0%	45,086	$1.2M
McCarthy Asset Management, Inc.	0.61%	Reduce -49.2%	44,647	$1.2M
Cary Street Partners Financial LLC	0.03%	New	44,470	$1.2M
Burkett Financial Services, LLC	0.40%	Add +4.8%	44,352	$1.2M
Smith Salley Wealth Management	0.06%	No change	43,968	$1.2M
Ballast Rock Private Wealth LLC	0.72%	—	43,774	$1.1M
Oakwell Private Wealth Management, LLC	0.21%	Reduce -1.4%	43,541	$1.1M
Smithbridge Asset Management Inc.	0.10%	Add +100.0%	43,537	$1.1M
Colorado Capital Management, Inc.	0.43%	Add +0.3%	43,441	$1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.03%	Add +0.3%	42,632	$1.1M
Twelve Points Wealth Management LLC	0.25%	Reduce -2.5%	41,650	$1.1M
Quantify Chaos Advisors, LLC	3.37%	—	42,339	$1.1M
Mengis Capital Management, Inc.	0.20%	Add +0.1%	42,290	$1.1M
Hamilton Wealth, LLC	0.21%	New	42,246	$1.1M
WLTH Capital Management, LLC	0.86%	—	42,017	$1.1M
Fulcrum Equity Management	1.05%	Reduce -0.2%	42,025	$1.1M
Capital Advisors, Ltd. LLC	0.12%	Add +2.4%	41,897	$1.1M
Summit Place Financial Advisors, LLC	0.52%	Add +1.0%	41,214	$1.1M
Altus Wealth Group LLC	0.43%	Add +0.3%	40,961	$1.1M
BLB&B Advisors, LLC	0.04%	Reduce -0.3%	40,761	$1.1M
Cornerstone Capital, Inc.	0.11%	No change	40,678	$1.1M
Barrett & Company, Inc.	0.36%	Add +0.1%	40,624	$1.1M
FF Advisors,LLC	0.47%	Add +0.1%	40,553	$1.1M
Chilton Capital Management LLC	0.04%	Reduce -4.0%	40,512	$1.1M
Northern Capital Management, Inc.	0.56%	Add +1.2%	40,395	$1.1M
Greenleaf Trust	0.01%	No change	40,350	$1.1M
Fifth Third Bancorp	0.00%	Reduce -0.0%	40,338	$1.1M
Evanson Asset Management, LLC	0.06%	Add +0.4%	40,281	$1.1M
Diversify Wealth Management, LLC	0.05%	Reduce -0.8%	39,344	$1.1M
Roffman Miller Associates Inc.	0.06%	New	39,815	$1.0M
Waycross Investment Management Co	0.91%	Reduce -0.3%	39,665	$1.0M
Arkadios Wealth Advisors	0.02%	Add +79.8%	39,315	$1.0M
Belvedere Trading LLC	0.19%	Reduce -32.4%	39,154	$1.0M
Evermay Wealth Management LLC	0.11%	Reduce -12.4%	39,010	$1.0M
Miller Capital Partners, Inc.	0.52%	—	38,965	$1.0M
Ironwood Financial, llc	0.17%	Reduce -1.8%	38,053	$1.0M
One Day In July LLC	0.08%	Add +2.1%	38,790	$1.0M
BlueStem Wealth Partners, LLC	0.11%	Reduce -2.9%	38,679	$1.0M
High Probability Advisors, LLC	0.13%	Add +3.1%	38,477	$1.0M
Soltis Investment Advisors LLC	0.07%	Reduce -8.0%	38,462	$1.0M
Waterloo Capital, L.P.	0.07%	Reduce -4.5%	38,283	$1.0M
Legacy Wealth Management, LLC	0.06%	Reduce -1.1%	38,021	$997K
Indie Asset Partners, LLC	1.11%	Reduce -4.7%	37,903	$994K
Y-Intercept (Hong Kong) Ltd	0.02%	Add +0.7%	37,844	$993K
One Wealth Management Investment & Advisory Services, LLC	1.08%	Add +4.2%	37,735	$990K
Diligent Investors, LLC	0.24%	Reduce -1.4%	37,401	$981K
CAP Partners, LLC	0.55%	Reduce -2.4%	37,280	$978K
Madrid Wealth Management, LLC	0.79%	—	36,941	$969K
Bridgewater Advisors Inc.	0.06%	Add +0.2%	36,135	$958K
Phocas Financial Corp.	0.12%	No change	36,417	$955K
Diversified Trust Co.	0.02%	Reduce -0.2%	36,348	$953K
MainStreet Investment Advisors LLC	0.14%	No change	36,225	$950K
MassMutual Private Wealth & Trust, FSB	0.02%	No change	36,225	$950K
Franklin Resources Inc.	0.00%	Reduce -2.2%	36,070	$946K
Vise Technologies, Inc.	0.02%	Add +81.5%	36,050	$946K
Country Trust Bank	0.02%	Reduce -5.8%	36,050	$946K
Eaton Financial Holdings Company, LLC	0.25%	Reduce -13.9%	35,855	$940K
Bedel Financial Consulting, Inc.	0.10%	Add +0.1%	35,827	$940K
AE Wealth Management LLC	0.01%	Add +34.5%	35,636	$935K
Burton Enright Welch	0.13%	Reduce -1.8%	35,559	$933K
Ketron Financial	0.31%	—	35,507	$931K
Traction Financial Partners, LLC	0.55%	Add +6.1%	35,319	$926K
DecisionMap Wealth Management, LLC	0.56%	Add +2.3%	34,833	$914K
Aegis Wealth Management LLC	0.51%	Reduce -0.7%	34,705	$910K
Monograph Wealth Advisors, LLC	0.09%	No change	34,485	$905K
Consilium Wealth Advisory, LLC	0.33%	No change	34,470	$904K
Wealthgarden F.S. LLC	0.59%	Add +2.9%	33,712	$902K
Adkins Seale Capital Management LLC	0.89%	—	34,200	$897K
Mason & Associates Inc	0.17%	Add +0.0%	34,124	$895K
Geneos Wealth Management Inc.	0.02%	Add +4.8%	34,095	$894K
Wolfstich Capital, LLC	0.82%	New	32,427	$889K
Gilpin Wealth Management, LLC	0.70%	—	33,884	$889K
Cahill Financial Advisors Inc.	0.10%	Reduce -18.1%	33,622	$882K
Apex Wealth Management, LLC	0.89%	Add +0.2%	32,956	$881K
Forum Financial Management, LP	0.01%	Add +6.5%	33,567	$880K
Lawood & Co.	0.83%	—	33,510	$879K
DecisionPoint Financial, LLC	0.19%	No change	33,423	$877K
Continuum Wealth Advisors, LLC	0.34%	Add +12.9%	33,282	$873K
Beacon Capital Management, LLC	0.14%	Add +14.7%	33,201	$871K
Mission Creek Capital Partners, Inc.	0.18%	Reduce -0.0%	33,169	$870K
Next Capital Management LLC	0.28%	Add +0.3%	33,125	$869K
Westmount Partners, LLC	0.21%	Add +0.1%	32,834	$861K
Sunpointe, LLC	0.28%	Add +0.4%	32,614	$855K
Hudock, Inc.	0.12%	Reduce -6.4%	32,151	$843K
Freestone Capital Holdings, LLC	0.03%	Add +4.0%	32,147	$843K
GatePass Capital, LLC	0.44%	New	32,097	$842K
Marquette Associates, Inc.	1.07%	Reduce -3.5%	31,993	$839K
AdvisorNet Financial, Inc	0.04%	Reduce -3.9%	31,933	$838K
Comerica Bank	0.00%	Add +0.6%	31,877	$836K
Townsend Asset Management Corp. /NC/	0.29%	Add +6.3%	31,866	$836K
LaSalle St. Investment Advisors, LLC	0.13%	Reduce -5.6%	31,787	$833K
Abound Wealth Management	0.19%	Add +13.7%	31,580	$828K
Foster Victor Wealth Advisors, LLC	0.05%	Add +5.8%	30,944	$827K
Federation des caisses Desjardins du Quebec	0.00%	Add +0.5%	31,510	$827K
Gerber Kawasaki Wealth & Investment Management	0.03%	Add +0.8%	31,462	$825K
Three Bearings Fiduciary Advisors, Inc.	0.77%	—	30,815	$821K
Ironwood Investment Counsel, LLC	0.11%	No change	31,250	$820K
Builder Investment Group Inc.	0.18%	Add +2.4%	31,154	$817K
Veracity Capital LLC	0.24%	New	31,020	$814K
Wealthcare Capital Management LLC	0.08%	No change	30,952	$812K
Joel Isaacson & Co., LLC	0.03%	Add +0.3%	30,853	$809K
Costello Asset Management, INC	0.26%	Reduce -8.6%	30,536	$801K
Rehmann Capital Advisory Group	0.04%	Add +5.3%	30,474	$799K
BNC Wealth Management, LLC	0.20%	Reduce -37.5%	30,284	$794K
Range Advisory, LLC	0.20%	—	30,231	$793K
OneAscent Wealth Management LLC	0.26%	Reduce -9.1%	30,162	$791K
Callan Family Office, LLC	0.02%	No change	30,000	$787K
Hills Bank & Trust Co	0.05%	No change	30,000	$787K
Bowie Capital Management, LLC	0.03%	No change	30,000	$787K
Crewe Advisors LLC	0.07%	Reduce -13.8%	29,967	$786K
Plancorp, LLC	0.02%	Reduce -32.6%	29,818	$782K
Womack Financial LLC	0.58%	Add +11.1%	29,747	$780K
Tannin Capital LLC	0.70%	—	29,702	$779K
Muirfield Wealth Advisors LLC	0.57%	Reduce -5.1%	29,668	$778K
Principal Securities, Inc.	0.01%	Add +57.6%	29,551	$775K
Horizon Investment Services, LLC	0.28%	Add +0.6%	29,497	$774K
North Star Investment Management Corp.	0.05%	No change	29,352	$770K
Ewa, LLC	0.19%	New	28,965	$760K
Apollon Wealth Management, LLC	0.01%	Add +1.0%	28,930	$759K
Advisortrust Partners, LLC	0.33%	—	28,922	$759K
Sterling Group Wealth Management, LLC	0.37%	Reduce -3.9%	28,769	$755K
Magnus Financial Group LLC	0.06%	Add +41.2%	28,751	$754K
NorthRock Partners, LLC	0.01%	Add +42.4%	28,585	$750K
Bantamac Capital, LLC	0.52%	Reduce -6.0%	28,200	$740K
Avidian Wealth Enterprises, LLC	0.03%	Add +0.1%	28,122	$738K
Foundation Wealth Management, LLC\PA	0.27%	Reduce -7.0%	28,046	$736K
Twele Capital Management, Inc.	0.13%	Reduce -1.6%	27,944	$733K
R. W. Roge & Company, Inc.	0.36%	No change	27,904	$731K
Capital Analysts, LLC	0.02%	Add +0.3%	27,770	$728K
Edge Financial Advisors LLC	0.30%	Reduce -0.6%	27,492	$721K
Scott & Selber, Inc.	0.18%	Add +0.1%	27,447	$720K
Reliant Wealth Planning	0.22%	No change	27,189	$713K
KRM Wealth Management L.L.C.	0.39%	—	27,091	$711K
Perennial Advisors, LLC	0.12%	Reduce -0.9%	27,006	$708K
Pacific Capital Wealth Advisors, Inc.	0.12%	No change	27,000	$708K
Pinnacle Wealth Management Advisory Group, LLC	0.05%	Add +2.3%	26,997	$708K
AF Advisors, Inc.	0.27%	Add +0.0%	26,935	$706K
Stratos Wealth Partners, LTD.	0.01%	Add +6.4%	26,924	$706K
Qube Research & Technologies Ltd	0.00%	Reduce -59.1%	26,916	$706K
Sightline Wealth Advisors, LLC	0.30%	Add +0.8%	26,903	$706K
Denver PWM, LLC	0.23%	No change	29,523	$704K
Perryman Financial Advisory Inc.	0.10%	—	26,808	$703K
Cahaba Wealth Management, Inc.	0.05%	Add +0.3%	26,631	$699K
Baker Tilly Wealth Management, LLC	0.17%	Add +0.1%	26,587	$697K
Patton Albertson Miller Group, LLC	0.08%	Reduce -0.3%	26,523	$696K
Signature Estate & Investment Advisors LLC	0.01%	Add +8.0%	26,400	$692K
McAdam, LLC	0.03%	Reduce -0.6%	26,361	$691K
Econ Financial Services Corp	0.35%	Reduce -6.3%	26,356	$691K
Advisor OS, LLC	0.06%	Reduce -1.7%	26,199	$687K
Tidal Investments LLC	0.00%	New	26,197	$687K
Cornerstone Advisors Asset Management, LLC	0.11%	Add +0.3%	26,162	$686K
Citigroup Inc.	0.00%	Reduce -83.5%	26,144	$686K
SouthState Bank Corp	0.03%	Reduce -14.0%	25,917	$680K
BIP Wealth, LLC	0.02%	Add +86.1%	25,428	$667K
Wernau Asset Management Inc.	0.66%	Reduce -10.2%	25,320	$664K
My Personal CFO, LLC	0.28%	Reduce -16.2%	25,257	$662K
Summit Asset Management, LLC	0.09%	Add +0.0%	25,241	$662K
Pinnacle Bancorp, Inc.	0.19%	No change	25,092	$658K
Shakespeare Wealth Management, LLC	0.15%	No change	25,089	$658K
Hamilton Point Investment Advisors, LLC	0.10%	No change	25,067	$658K
Greenline Partners, LLC	0.08%	Add +0.3%	25,036	$657K
OLIO Financial Planning	0.18%	Reduce -0.0%	24,779	$650K
Root Financial Partners, LLC	0.03%	Reduce -10.6%	24,407	$640K
Broadleaf Partners, LLC	0.13%	Add +1.5%	24,177	$634K
Integris Wealth Management, LLC	0.14%	No change	24,107	$632K
Rollins Financial Advisors, LLC	0.09%	Reduce -1.1%	23,877	$626K
Foster & Motley Inc.	0.03%	Add +7.6%	23,806	$624K
Disciplined Investments, LLC	0.24%	Reduce -61.6%	23,744	$623K
IRON Financial LLC	0.28%	Add +0.1%	23,540	$617K
Tritonpoint Wealth, LLC	0.06%	Reduce -1.9%	23,412	$614K
Edgestream Partners, L.P.	0.02%	New	23,358	$613K
Walkner Condon Financial Advisors LLC	0.09%	Reduce -2.1%	23,338	$612K
Daymark Wealth Partners, LLC	0.02%	Add +66.4%	23,335	$612K
Annex Advisory Services, LLC	0.01%	Reduce -5.7%	23,311	$611K
Capstone Financial Advisors, Inc.	0.03%	Reduce -1.0%	23,262	$610K
GS Investments, Inc.	0.33%	Reduce -0.6%	23,220	$609K
Shepherd Street Advisors LLC	0.58%	—	23,193	$608K
Hershey Financial Advisers, LLC	0.51%	Reduce -5.4%	23,174	$608K
Aquire Wealth Advisors, LLC	0.16%	Reduce -9.3%	22,903	$601K
Clay Northam Wealth Management, LLC	0.33%	No change	22,671	$595K
SHUTTLEWORTH & Co	0.54%	Add +6.6%	22,669	$595K
Blue Trust, Inc.	0.01%	Add +1.2%	22,650	$594K
Custos Family Office, LLC	0.40%	Reduce -0.1%	22,503	$590K
Lanark Financial, Inc.	0.04%	Reduce -6.2%	22,486	$590K
TrustWell Financial Advisors, LLC	0.57%	—	22,463	$589K
Schrum Private Wealth Management LLC	0.43%	Add +0.3%	22,325	$586K
Clearstead Advisors, LLC	0.01%	Add +6.4%	22,321	$585K
Faithward Advisors, LLC	0.09%	Reduce -0.7%	22,167	$581K
Total Investment Management Inc.	0.07%	Add +0.2%	21,873	$574K
Stone Summit Wealth LLC	0.16%	Reduce -7.4%	21,850	$573K
Mayflower Financial Advisors, LLC	0.07%	Reduce -6.4%	21,807	$572K
Waterford Advisors, LLC	0.22%	Reduce -5.2%	21,744	$570K
Bennett Selby Investments LP	0.18%	New	21,739	$570K
Goelzer Investment Management, Inc.	0.03%	Reduce -20.1%	21,707	$569K
Naviter Wealth, LLC	0.07%	No change	21,696	$569K
Argent Trust Co	0.02%	No change	21,636	$568K
Prepared Retirement Institute LLC	0.29%	Add +0.3%	21,629	$567K
Vanguard Capital Wealth Advisors	0.45%	Reduce -2.5%	21,526	$565K
Sovereign Financial Group, Inc.	0.10%	Add +0.1%	21,469	$563K
Cullen/Frost Bankers, Inc.	0.01%	Reduce -0.4%	21,450	$563K
Hirtle & Co., LLC	0.02%	No change	21,347	$560K
Heritage Financial Services, LLC	0.05%	Reduce -1.8%	21,228	$557K
Shira Ridge Wealth Management	0.22%	No change	21,114	$554K
Keener Financial Planning LLC	0.24%	Reduce -0.7%	21,006	$550K
Blankinship & Foster, LLC	0.12%	Reduce -8.4%	20,676	$542K
Private Wealth Asset Management, LLC	0.06%	Add +2246.0%	20,551	$539K
Stewardship Concepts Financial Services LLC	0.45%	—	20,500	$539K
Per Stirling Capital Management, LLC.	0.06%	Reduce -4.0%	20,529	$538K
Lederer & Associates Investment Counsel	0.36%	No change	20,474	$537K
Three Bridge Wealth Advisors, LLC	0.14%	Reduce -15.3%	20,378	$535K
CDKV Holdings LLC	0.45%	—	20,376	$534K
Heritage Oak Wealth Advisors LLC	0.20%	Reduce -6.3%	20,120	$528K
Black Diamond Financial, LLC	0.06%	Add +1.5%	20,048	$526K
Kilner Capital Advisors, LLC	0.50%	—	19,958	$523K
J Hagan Capital, Inc.	0.29%	Reduce -74.6%	19,903	$522K
RIA Advisory Group LLC	0.13%	Reduce -8.1%	19,839	$520K
Harbor Asset Planning, Inc.	0.44%	Add +0.3%	19,711	$517K
Morris Financial Concepts, Inc.	0.18%	Reduce -0.7%	19,691	$517K
Seneca House Advisors	0.19%	Add +0.6%	19,609	$514K
Aull & Monroe Investment Management Corp	0.26%	Reduce -1.0%	19,583	$514K
Your Advocates Ltd., LLP	0.17%	Add +7.9%	19,499	$511K
Sowell Financial Services LLC	0.02%	Add +0.5%	19,457	$510K
Clarity Wealth Advisors, LLC	0.10%	Reduce -10.7%	19,443	$510K
Evergreen Capital Management LLC	0.01%	No change	19,325	$507K
Armbruster Capital Management, Inc.	0.08%	Reduce -7.4%	19,249	$505K
Baldwin Investment Management, LLC	0.06%	Add +0.1%	19,204	$504K
71 West Capital Partners	0.02%	—	19,185	$503K
Anchor Investment Management, LLC	0.04%	Add +0.3%	19,086	$501K
Gilbert & Cook, Inc.	0.06%	No change	18,979	$498K
Aviance Capital Partners, LLC	0.06%	No change	18,963	$497K
Allegiance Financial Group Advisory Services LLC	0.10%	No change	18,945	$497K
Oasis Advisors, LLC	0.26%	—	18,868	$495K
Balefire, LLC	0.10%	No change	18,840	$494K
Strategic Wealth Partners, Ltd.	0.03%	Reduce -70.1%	18,807	$493K
Cauble & Harre Wealth Management, Inc.	0.41%	—	18,730	$491K
Integrity Investment Advisors, LLC	0.27%	New	18,704	$491K
Lakeridge Wealth Management LLC	0.22%	Add +0.1%	18,636	$489K
Solutions 4 Wealth, Ltd	0.74%	Add +1.3%	18,617	$488K
Total Clarity Wealth Management, Inc.	0.12%	Add +9.0%	18,500	$485K
Hardin Capital Partners, LLC	0.23%	No change	18,487	$485K
Apella Capital, LLC	0.01%	Add +2.8%	18,436	$484K
Fiduciary Alliance LLC	0.03%	Add +9.6%	18,435	$484K
Tiemann Investment Advisors, LLC	0.19%	Reduce -0.4%	18,376	$482K
Fulton Breakefield Broenniman LLC	0.03%	Add +0.4%	18,340	$481K
Revolve Wealth Partners, LLC	0.06%	Reduce -0.5%	18,321	$481K
Physician Wealth Advisors, Inc.	0.07%	No change	18,103	$475K
Royal Capital Wealth Management, LLC	0.28%	Add +0.0%	18,091	$475K
Traynor Capital Management, Inc.	0.03%	Add +34.3%	18,073	$474K
Regions Financial Corp.	0.00%	No change	18,051	$473K
Shepherd Financial Partners LLC	0.04%	Add +0.3%	18,049	$473K
Sage Rhino Capital LLC	0.09%	Add +0.3%	17,988	$472K
Evoke Wealth, LLC	0.01%	Add +0.8%	17,894	$469K
FRG Family Wealth Advisors LLC	0.07%	Add +4.7%	17,873	$469K
Nwam LLC	0.03%	Reduce -16.2%	17,721	$468K
Old North State Wealth Management, LLC	0.22%	Add +0.4%	17,796	$467K
Magnolia Capital Advisors LLC	0.10%	Add +14.0%	17,781	$466K
Jeppson Wealth Management, LLC	0.15%	Add +0.1%	17,714	$465K
Two Sigma Investments, LP	0.00%	No change	17,700	$464K
Sage Financial Group Inc.	0.03%	Reduce -1.4%	17,649	$463K
Parkside Financial Bank & Trust	0.03%	Reduce -2.0%	17,629	$462K
Garde Capital, Inc.	0.03%	Add +0.6%	17,627	$462K
Fiducient Advisors LLC	0.06%	Add +0.3%	17,537	$460K
Accurate Wealth Management, LLC	0.06%	Reduce -0.1%	16,991	$455K
West Financial Advisors, LLC	0.08%	Reduce -5.9%	17,308	$454K
Cornerstone Planning Group LLC	0.07%	Add +448.9%	16,891	$453K
Jamison Private Wealth Management, Inc.	0.06%	Add +0.1%	17,273	$453K
Weatherly Asset Management L. P.	0.03%	Reduce -9.9%	17,190	$451K
Armstrong Advisory Group, Inc.	0.03%	Add +0.3%	17,062	$448K
Verum Partners LLC	0.09%	New	17,042	$447K
Gibson Capital, LLC	0.08%	Add +0.0%	17,020	$446K
Catalyst Financial Partners LLC	0.05%	Reduce -16.9%	17,001	$446K
Arlington Trust Co LLC	0.05%	Reduce -9.5%	16,907	$443K
Klingman & Associates, LLC	0.02%	Reduce -3.3%	16,862	$442K
American Money Management, LLC	0.07%	No change	16,800	$441K
Diversify Advisory Services, LLC	0.01%	Add +61.9%	16,471	$440K
Dynamic Advisor Solutions LLC	0.01%	Reduce -27.4%	16,788	$440K
Everett Harris & Co.	0.01%	Reduce -7.2%	16,775	$440K
United Asset Strategies, Inc.	0.03%	Add +0.1%	16,759	$440K
Front Row Advisors LLC	0.15%	Add +0.2%	16,756	$440K
GC Wealth Management RIA, LLC	0.02%	New	16,740	$439K
Van Hulzen Asset Management, LLC	0.03%	Add +24.6%	16,522	$433K
Murphy & Mullick Capital Management Corp	0.31%	No change	16,517	$433K
Baltimore-Washington Financial Advisors, Inc.	0.02%	Add +0.1%	16,507	$433K
Trevian Wealth Management LLC	0.21%	No change	16,490	$433K
Resolute Advisors LLC	0.14%	Reduce -6.6%	16,441	$431K
Jacobs & Co.	0.04%	No change	16,442	$431K
Mogy Joel R Investment Counsel Inc.	0.02%	No change	16,398	$430K
Moseley Investment Management Inc.	0.13%	Reduce -0.6%	16,376	$430K
Fortune Financial Group, Inc.	0.42%	—	15,368	$427K
Stockman Wealth Management, Inc.	0.05%	No change	16,178	$424K
Warm Springs Advisors Inc.	0.33%	Reduce -69.0%	16,150	$424K
Appleton Partners Inc.	0.03%	Add +4.3%	16,043	$421K
Valeo Financial Advisors, LLC	0.01%	Reduce -11.9%	16,047	$421K
Neuberger Berman Group LLC	0.00%	No change	16,043	$421K
Liberty Wealth Management LLC	0.05%	Add +16.7%	16,020	$420K
Canandaigua National Bank & Trust Co.	0.04%	No change	15,900	$417K
Live Oak Investment Partners	0.26%	No change	15,828	$415K
Barnes Wealth Management Group, Inc	0.22%	Reduce -8.7%	15,827	$415K
Mosaic Family Wealth Partners, LLC	0.05%	Add +0.3%	15,760	$413K
Clarity Capital Advisors, LLC	0.21%	Add +0.1%	15,740	$413K
Coldstream Capital Management Inc.	0.01%	Add +5.7%	15,620	$410K
Somerset Group LLC	0.31%	Add +0.4%	15,389	$410K
Moneco Advisors, LLC	0.03%	Add +20.5%	15,427	$405K
Balentine LLC	0.02%	No change	15,426	$405K
Broadview Financial Management, LLC	0.27%	Add +0.3%	15,368	$403K
Financial Synergies Wealth Advisors, Inc.	0.04%	Add +0.0%	15,332	$402K
John W. Brooker & Co., CPAs	0.72%	Add +0.1%	15,277	$401K
Steffes Financial, Ltd.	0.21%	—	15,247	$400K
Bill Few Associates, Inc.	0.10%	Reduce -3.2%	15,189	$398K
Adamsbrown Wealth Consultants LLC	0.11%	Add +5.1%	15,067	$395K
PFG Investments, LLC	0.02%	Reduce -3.0%	15,048	$395K
Carolina Wealth Advisors, LLC	0.18%	Add +0.1%	15,014	$394K
Atlantic Union Bankshares Corp	0.01%	Add +14.7%	15,013	$394K
Culbertson A N & Co. Inc.	0.05%	No change	15,000	$393K
Fairview Capital Investment Management, LLC	0.02%	No change	14,984	$393K
Winthrop Capital Management, LLC	0.09%	Add +0.3%	15,001	$393K
Able Wealth Management LLC	0.12%	No change	14,929	$392K
New Republic Capital, LLC	0.10%	Add +24.2%	14,839	$389K
TrueWealth Financial Partners	0.32%	New	14,776	$388K
True Blue Financial, LLC	0.32%	—	14,776	$388K
LifeSteps Financial, Inc.	0.25%	Add +3.3%	14,755	$387K
Essex Bank	0.08%	Add +4.5%	14,730	$386K
Vickerman Investment Advisors, Inc.	0.08%	Reduce -22.7%	14,665	$385K
CreativeOne Wealth, LLC	0.01%	Reduce -31.2%	14,620	$383K
Dock Street Asset Management Inc.	0.04%	Reduce -28.5%	14,554	$382K
Independent Financial Group, LLC	0.01%	Add +1.6%	14,530	$381K
Apollon Financial, LLC	0.06%	New	14,527	$381K
Precedent Wealth Partners, LLC	0.08%	No change	14,526	$381K
Capital Group Private Client Services, Inc.	0.01%	Add +0.3%	14,429	$378K
North Berkeley Wealth Management, LLC	0.22%	No change	14,382	$377K
V. M. Manning & Co., Inc.	0.38%	Reduce -0.4%	14,361	$377K
GWN Securities Inc.	0.08%	Add +0.3%	14,352	$376K
Hardy Reed LLC	0.03%	Reduce -20.7%	14,351	$376K
Legacy Capital Wealth Management, LLC	0.23%	—	14,341	$376K
Brooklyn Investment Group	0.02%	New	14,168	$375K
CDM Financial Counseling Services, Inc.	0.35%	—	14,280	$375K
Capital Investment Advisors, LLC	0.01%	Add +4.9%	14,269	$374K
First Growth Capital LLC	0.33%	—	13,950	$373K
Plante Moran Financial Advisors, LLC	0.02%	Add +0.3%	14,198	$372K
SHP Wealth Management	0.03%	—	14,172	$372K
Versant Capital Management, Inc	0.05%	Add +0.3%	14,172	$372K
Gainplan LLC	0.14%	Reduce -0.1%	14,145	$371K
Wedbush Securities Inc.	0.01%	Add +2.2%	14,114	$370K
Align Financial, LLC	0.21%	—	367,995	$368K
Guardian Wealth Advisors, LLC / NC	0.02%	Add +37.6%	14,002	$367K
Northstar Financial Companies, Inc.	0.29%	Reduce -1.3%	13,975	$367K
Redwood Investment Management, LLC	0.04%	Add +8.1%	13,969	$366K
U.S. Capital Wealth Advisors, LLC	0.01%	Add +0.1%	13,870	$364K
Graves Light Lenhart Wealth, Inc.	0.04%	Reduce -0.8%	13,863	$364K
Russell Investments Group, Ltd.	0.00%	Reduce -2.3%	13,800	$362K
ZynergyRetirementPlanningLLC	0.22%	Reduce -0.6%	13,781	$361K
Aurora Private Wealth, Inc.	0.24%	—	13,819	$361K
Alaska Wealth Advisors, LLC	0.05%	Reduce -1.0%	13,677	$359K
American Financial Advisors, LLC	0.05%	Add +0.4%	13,601	$357K
Pacific Sun Financial Corp	0.17%	No change	13,520	$355K
TFO Wealth Partners, LLC	0.05%	No change	13,446	$353K
Washburn Capital Management, Inc.	0.19%	Reduce -4.6%	13,396	$351K
Kohmann Bosshard Financial Services, LLC	0.03%	Add +0.0%	13,302	$349K
Advisors Capital Management, LLC	0.00%	Add +10.2%	13,221	$347K
Capital Insight Partners, LLC	0.07%	No change	13,218	$347K
Level Wealth Management LLC	0.18%	Reduce -27.3%	13,205	$346K
JBGlobal.com LLC	0.43%	No change	13,148	$345K
Index Fund Advisors, Inc.	0.02%	Add +0.1%	13,114	$344K
New Perspectives, Inc	0.12%	No change	13,089	$343K
Creative Capital Management Investments LLC	0.10%	No change	13,053	$342K
Ade, LLC	0.17%	No change	13,030	$342K
Tranquility Partners, LLC	0.12%	No change	13,003	$341K
Vanguard Personalized Indexing Management, LLC	0.00%	Reduce -12.7%	13,002	$341K
Silver Lake Advisory, LLC	0.13%	Add +28.6%	13,001	$341K
Heartwood Wealth Advisors LLC	0.03%	No change	12,993	$341K
Generations Wealth, LLC	0.35%	—	12,990	$341K
Berger Financial Group, Inc	0.02%	Add +0.7%	12,950	$340K
Pinion Investment Advisors, LLC	0.08%	Reduce -0.0%	12,916	$339K
Midwest Trust Co	0.00%	No change	12,793	$336K
Atlatl Advisers LLC	0.13%	No change	12,771	$335K
Almanack Investment Partners, LLC.	0.06%	Reduce -47.3%	12,748	$334K
Commerce Bank	0.00%	Reduce -3.2%	12,675	$332K
55 North Private Wealth, LLC	0.09%	—	12,672	$332K
Choate Investment Advisors	0.01%	No change	12,630	$331K
Kingsview Wealth Management, LLC	0.00%	Add +13.4%	12,601	$331K
WealthBridge Capital Management, LLC	0.08%	Add +0.1%	12,591	$330K
Blue Sky Capital Consultants Group, Inc.	0.14%	New	12,582	$330K
BostonPremier Wealth LLC	0.17%	Reduce -1.4%	12,505	$328K
5T Wealth, LLC	0.13%	New	12,458	$327K
Cornerstone Enterprises, LLC	0.16%	No change	12,426	$326K
Dravo Bay LLC	0.14%	No change	12,411	$326K
Plan A Wealth LLC	0.16%	New	12,346	$324K
Silvercrest Asset Management Group LLC	0.00%	New	12,257	$322K
Worth Asset Management, LLC	0.14%	Reduce -8.7%	12,256	$321K
Rock Point Advisors, LLC	0.08%	No change	12,243	$321K
Venturi Wealth Management, LLC	0.01%	Reduce -2.3%	12,161	$319K
Coordinated Financial Services, Inc.	0.18%	Add +39.6%	12,038	$316K
Americana Partners, LLC	0.01%	Add +0.3%	12,003	$315K
Squire Investment Management Company, LLC	0.10%	Reduce -0.0%	12,000	$315K
Crescent Grove Advisors, LLC	0.03%	No change	12,000	$315K
Briggs Wealth Management, Inc	0.34%	—	11,991	$315K
Grandfield & Dodd, LLC	0.02%	Reduce -0.3%	11,979	$314K
Fisher Asset Management	0.00%	Add +19.8%	11,950	$313K
Echo45 Advisors LLC	0.18%	New	11,942	$313K
McCartney Wealth Management LLC	0.27%	—	11,912	$312K
Founders Financial Alliance, LLC	0.06%	Add +0.2%	11,901	$312K
Planning Center, Inc.	0.03%	Add +0.0%	11,884	$312K
Claris Advisors, LLC / Mo /	0.09%	Add +0.6%	11,852	$311K
PUREfi Wealth, LLC	0.24%	No change	11,757	$308K
Michels Family Financial, LLC	0.23%	Add +0.3%	11,674	$306K
Virtue Capital Management, LLC	0.05%	Add +44.7%	11,632	$306K
Whittier Trust Co. of Nevada Inc.	0.01%	No change	11,437	$305K
Red Mountain Financial, LLC	0.30%	Add +23.2%	11,551	$303K
Carter Financial, LLC	0.27%	—	11,484	$301K
Market Street Wealth Management Advisors LLC	0.05%	No change	11,468	$301K
Arista Wealth Management, LLC	0.04%	No change	11,454	$300K
Noesis Capital Mangement Corp.	0.04%	Reduce -8.7%	11,434	$300K
Nations Financial Group Inc, /Ia/	0.02%	Add +0.9%	11,411	$299K
Fragasso Financial Advisors Inc	0.02%	Add +0.1%	11,383	$299K
Wealthquest Corp	0.02%	Add +7.4%	11,360	$298K
Warwick Investment Management, Inc.	0.05%	Add +6.3%	11,360	$298K
Paulson Wealth Management Inc.	0.07%	No change	11,357	$298K
Snowden Capital Advisors LLC	0.01%	No change	11,355	$298K
Badgley Phelps Wealth Managers, LLC	0.01%	Reduce -3.7%	11,353	$298K
Sentinel Pension Advisors, LLC	0.05%	No change	11,276	$296K
PGIM Custom Harvest LLC	0.00%	Add +28.9%	11,209	$294K
Prairiewood Capital, LLC	0.09%	No change	11,199	$294K
Boyce & Associates Wealth Consulting, Inc.	0.25%	Add +0.1%	11,158	$293K
Guardian Financial Partners, LLC	0.12%	Reduce -1.1%	11,061	$290K
Voisard Asset Management Group, Inc.	0.06%	Add +1.1%	11,001	$289K
United Community Bank	0.11%	Add +12.0%	10,992	$288K
Goldstein Advisors, LLC	0.03%	Reduce -4.9%	10,964	$288K
Pflug Koory, LLC	0.13%	Add +0.1%	10,944	$287K
Cypress Wealth Services, LLC	0.04%	Reduce -2.4%	10,939	$287K
Patten & Patten Inc.	0.02%	Reduce -12.3%	10,855	$285K
CWA Asset Management Group, LLC	0.01%	New	10,783	$283K
Team Hewins, LLC	0.09%	No change	10,764	$282K
Baldwin Wealth Partners LLC	0.02%	Reduce -33.9%	10,751	$282K
Rossby Financial, LCC	0.09%	No change	10,737	$282K
Vigilare Wealth Management	0.09%	No change	10,716	$281K
Smith Chas P & Associates Pa Cpas	0.01%	New	10,690	$280K
Richard Young Associates, Ltd.	0.22%	—	10,660	$280K
Prosperity Wealth Management, Inc.	0.09%	Add +4.4%	10,591	$278K
Glenview Trust Co	0.00%	New	10,572	$277K
Orion Capital Management LLC	0.09%	No change	10,531	$276K
Kwmg, LLC	0.02%	Add +19.9%	10,518	$276K
Certified Advisory Corp	0.03%	Add +0.1%	10,502	$275K
Councilmark Asset Management, LLC	0.15%	No change	10,500	$275K
Main Management LLC	0.02%	Reduce -6.5%	10,488	$275K
49 Wealth Management, LLC	0.02%	Add +5.6%	10,453	$274K
Napier Financial, LLC	0.07%	—	10,428	$274K
ATLas Financial Planning LLC	0.27%	—	10,413	$273K
Quadrant Private Wealth Management, LLC	0.04%	No change	10,382	$272K
Patten Group, Inc.	0.05%	New	10,377	$272K
Titleist Asset Management, LLC	0.02%	New	10,376	$272K
Austin Wealth Management, LLC	0.04%	Reduce -0.1%	10,165	$271K
Auxano Advisors, LLC	0.05%	No change	10,266	$269K
Ruggaard & Associates LLC	0.11%	No change	10,262	$269K
Elevation Point Wealth Partners, LLC	0.01%	Reduce -76.2%	10,242	$269K
Vestmark Advisory Solutions, Inc.	0.00%	Reduce -76.2%	10,242	$269K
Telos Capital Management, Inc.	0.03%	New	10,234	$268K
Florida Trust Wealth Management Co	0.01%	No change	10,230	$268K
Quantum Financial Planning Services, Inc.	0.10%	Add +0.3%	10,229	$268K
Ifrah Financial Services, Inc.	0.07%	Reduce -4.7%	10,224	$268K
Nordwand Advisors, LLC	0.05%	No change	10,200	$268K
MJP Associates Inc.	0.03%	Add +0.1%	10,193	$267K
HC Advisors, LLC	0.18%	No change	10,188	$267K
Trek Financial, LLC	0.02%	Add +1.7%	10,156	$266K
Stephens Inc.	0.00%	No change	10,083	$264K
Bright Futures Wealth Management, LLC.	0.20%	Add +0.3%	10,039	$263K
Tandem Wealth Advisors LLC	0.12%	New	10,021	$263K
Strategic Equity Management	0.09%	Reduce -17.3%	10,002	$262K
Cantor Fitzgerald Investment Advisors L.P.	0.02%	Reduce -2.1%	9,951	$261K
Alley Investment Management Company, LLC	0.03%	No change	9,936	$261K
UMB Bank, n.a.	0.00%	Reduce -27.7%	9,900	$260K
Strategic Financial Concepts, LLC	0.24%	Reduce -96.5%	9,889	$259K
Occidental Asset Management, LLC	0.03%	Add +4.2%	9,880	$259K
FPC Investment Advisory, Inc.	0.14%	No change	9,870	$259K
Pachira Investments Inc.	0.13%	Reduce -32.9%	9,842	$258K
DB Fitzpatrick & Co, Inc	0.23%	Add +2.5%	9,820	$258K
ARS Wealth Advisors Group, LLC	0.02%	Add +0.3%	9,809	$257K
Quadcap Wealth Management, LLC	0.03%	No change	9,741	$256K
KilterHowling LLC	0.13%	Add +0.3%	9,730	$255K
Spire Wealth Management	0.01%	Add +3.9%	9,706	$255K
Sterling Financial Planning, Inc.	0.08%	Add +0.3%	9,699	$254K
Citizens Financial Group Inc.	0.00%	Add +11.6%	9,680	$254K
Droms Strauss Advisors Inc. /Mo/	0.07%	No change	9,635	$253K
Obermeyer Wealth Partners	0.01%	No change	9,600	$252K
WealthShield Partners, LLC	0.03%	Reduce -6.4%	9,568	$251K
Red Spruce Capital, LLC	0.10%	No change	9,507	$249K
Riverwater Partners LLC	0.10%	No change	9,461	$248K
Flputnam Investment Management Co.	0.00%	Reduce -8.3%	9,422	$247K
Susquehanna International Group, LLP	0.00%	New	9,396	$246K
Simon Quick Advisors, LLC	0.01%	No change	9,375	$246K
Glaxis Capital Management, LLC	0.42%	Add +0.3%	9,371	$246K
BridgePort Financial Solutions, LLC	0.07%	Add +1.5%	9,361	$246K
Wick Capital Partners, LLC	0.04%	No change	9,354	$245K
Johnson Bixby & Associates, LLC	0.03%	No change	9,326	$245K
Secure Asset Management, LLC	0.04%	Reduce -5.2%	9,296	$244K
Wedgewood Investors Inc.	0.28%	No change	9,275	$243K
Howard Capital Management, LLC	0.00%	New	9,231	$242K
Jackson Wealth Management, LLC	0.02%	No change	9,182	$241K
Schnieders Capital Management, Llc.	0.04%	Reduce -0.0%	9,150	$240K
Alpha Cubed Investments, LLC	0.01%	No change	9,135	$240K
Round Rock Advisors LLC	0.04%	Add +0.1%	9,134	$240K
New England Private Wealth Advisors LLC	0.03%	Add +0.0%	9,035	$237K
Sterling Investment Advisors, Ltd.	0.04%	No change	9,005	$236K
Vawter Financial, Ltd.	0.10%	Reduce -1.4%	9,000	$236K
Dividend Assets Capital, LLC	0.05%	No change	9,000	$236K
Robinswood Financial LLC	0.08%	Add +0.0%	8,968	$235K
Aspen Grove Capital, LLC	0.04%	Add +0.1%	8,949	$235K
Connecticut Wealth Management, LLC	0.01%	No change	8,928	$234K
Aurora Investment Managers, LLC.	0.13%	No change	8,906	$234K
Glassman Wealth Services	0.03%	No change	8,910	$234K
Falcon Wealth Planning	0.02%	No change	8,902	$233K
Act Wealth Management, LLC	0.08%	Reduce -21.1%	8,845	$232K
SVRN Asset Management, LLC	0.19%	—	8,844	$232K
Sherman Wealth Management LLC	0.20%	—	8,796	$231K
Armor Investment Advisors, LLC	0.08%	Add +0.1%	8,780	$230K
SJS Investment Consulting Inc.	0.03%	No change	8,760	$230K
Decker Wealth Management LLC	0.05%	—	8,700	$228K
Thoroughbred Financial Services, LLC	0.01%	Add +0.1%	8,696	$228K
Bryn Mawr Trust Advisors, LLC	0.01%	Reduce -15.1%	8,688	$228K
Gibraltar Capital Management, Inc.	0.04%	New	8,661	$227K
NerdWallet Wealth Partners, LLC	0.10%	Add +1.0%	8,632	$226K
CWS Financial Advisors, LLC	0.06%	No change	8,580	$225K
Cardinal Point Capital Management ULC	0.01%	Reduce -1.4%	8,481	$222K
Hubbell Strickland Wealth Management, LLC	0.09%	Reduce -9.3%	8,455	$222K
Aspen Capital Management, LLC	0.05%	Reduce -13.1%	8,415	$221K
Strive Financial Group ,LLC	0.12%	—	8,383	$220K
Bucket List Wealth Management, LLC	0.13%	—	8,364	$219K
Becker Capital Management Inc.	0.01%	Reduce -5.7%	8,340	$219K
Sensible Money, LLC	0.07%	Add +0.1%	8,330	$218K
Valtinson Bruner Financial Planning LLC	0.06%	Add +0.3%	8,296	$218K
Accelerate Investment Advisors LLC	0.15%	Reduce -5.5%	8,261	$217K
Old Second National Bank of Aurora	0.04%	No change	8,250	$216K
Randolph Co Inc	0.02%	Reduce -6.5%	8,244	$216K
White Pine Investment CO	0.05%	Reduce -6.8%	8,221	$216K
Tucker Asset Management LLC	0.06%	Add +28.2%	8,205	$215K
Bridges Investment Management Inc.	0.00%	Add +2.3%	8,188	$215K
Moneywise, Inc.	0.09%	Reduce -0.2%	8,175	$214K
Parkway Wealth Management Group, LLC	0.03%	—	8,172	$214K
Fiduciary Advisors, Inc.	0.16%	Add +0.3%	8,159	$214K
Balboa Wealth Partners	0.04%	No change	8,128	$213K
Brand Asset Management Group, Inc.	0.06%	Reduce -7.0%	8,121	$213K
Quantum Capital Management, LLC / NJ	0.02%	Reduce -1.0%	8,089	$212K
RMR Capital Management, LLC	0.15%	No change	8,088	$212K
Lyell Wealth Management, LP	0.02%	No change	8,056	$211K
Cooke Wealth Management, LLC	0.18%	—	7,899	$211K
Pacific Point Advisors, LLC	0.11%	No change	7,972	$209K
FSB Premier Wealth Management, Inc.	0.07%	Add +0.3%	7,958	$209K
Mission Hills Financial Advisory, LLC	0.11%	Add +0.5%	7,913	$208K
Sherry Group, Inc.	0.22%	—	7,848	$208K
TCI Wealth Advisors, Inc.	0.01%	New	7,886	$207K
Fiduciary Financial Group, LLC	0.03%	New	7,825	$205K
Prasad Wealth Partners, LLC	0.05%	Add +0.2%	7,812	$205K
Wetzel Investment Advisors, Inc.	0.08%	No change	7,800	$205K
Pennsylvania Capital Management Inc.	0.06%	Reduce -13.0%	7,746	$203K
First Command Advisory Services, Inc.	0.00%	New	7,740	$203K
Acropolis Investment Management, LLC	0.01%	New	7,724	$203K
Ellenbecker Investment Group	0.03%	New	7,716	$202K
Victrix Investment Advisors	0.08%	New	7,706	$202K
Frankly Finances, LLC	0.19%	—	7,686	$202K
Houlihan Financial Resource Group, Ltd.	0.08%	New	7,551	$201K
marrick wealth, LLC	0.16%	—	7,627	$200K
Biltmore Family Office, LLC	0.03%	No change	7,521	$197K
Bokf, NA	0.00%	No change	7,368	$193K
Friedenthal Financial	0.10%	Add +0.5%	7,174	$188K
Tidemark, LLC	0.05%	Add +0.0%	7,162	$188K
Princeton Global Asset Management LLC	0.03%	Reduce -2.3%	6,863	$180K
Moisand Fitzgerald Tamayo, LLC	0.02%	Reduce -8.4%	6,859	$180K
Pacific Center for Financial Services	0.05%	No change	6,931	$178K
Ares Financial Consulting, LLC	0.16%	—	155,951	$171K
Sage Mountain Advisors LLC	0.01%	Add +1.1%	6,274	$165K
TCTC Holdings, LLC	0.00%	No change	6,180	$162K
Hollencrest Capital Management	0.01%	No change	6,075	$159K
Peoples Financial Services Corp.	0.07%	No change	6,000	$157K
Bessemer Group Inc.	0.00%	Reduce -43.7%	6,000	$157K
Richardson Capital Management LLC	0.08%	Reduce -0.3%	5,714	$150K
Halbert Hargrove Global Advisors, LLC	0.01%	No change	5,664	$149K
CENTRAL TRUST Co	0.00%	Add +9.1%	5,444	$143K
PFC Capital Group, Inc.	0.06%	New	5,309	$139K
Raffa Wealth Management, LLC	0.02%	No change	5,248	$138K
Providence Capital Advisors, LLC	0.02%	Reduce -11.0%	5,217	$137K
Investors Research Corp	0.02%	Add +25.2%	5,193	$136K
Wellington Grp LLC	0.05%	—	5,187	$136K
Key Financial Inc	0.02%	Add +703.6%	5,087	$133K
Bangor Savings Bank	0.01%	Reduce -0.1%	4,960	$130K
Quent Capital, LLC	0.01%	Add +17.3%	4,839	$127K
McIlrath & Eck, LLC	0.01%	No change	4,482	$118K
Whittier Trust Co.	0.00%	No change	4,191	$112K
Elevated Capital Advisors, LLC	0.03%	New	4,170	$109K
Pacifica Partners Inc.	0.05%	No change	3,996	$105K
Ameriflex Group, Inc.	0.05%	Reduce -50.0%	3,975	$104K
Montag A & Associates Inc.	0.00%	Add +0.3%	3,869	$101K
Laurel Wealth Advisors LLC	0.01%	New	3,431	$90K
SIMA Wealth Partners, LLC	0.07%	Add +5.0%	3,301	$87K
Marshall & Sterling Wealth Advisors Inc.	0.06%	Add +0.0%	3,222	$85K
Kelleher Financial Advisors	0.02%	No change	3,114	$82K
Strategic Investment Solutions, Inc.	0.02%	Reduce -2.0%	3,074	$81K
Roxbury Financial LLC	0.07%	Add +0.2%	3,010	$79K
Godsey & Gibb, Inc.	0.01%	No change	2,895	$76K
GHP Investment Advisors, Inc.	0.00%	No change	2,891	$76K
Wealth Preservation Advisors, LLC	0.04%	Add +99.9%	2,759	$72K
Frazier Financial Advisors, LLC	0.04%	No change	2,756	$72K
Glen Eagle Advisors, LLC	0.01%	No change	2,747	$72K
Elevate Wealth Advisory, Inc.	0.05%	No change	2,703	$71K
GW&K Investment Management, LLC	0.00%	No change	2,681	$70K
HighMark Wealth Management LLC	0.03%	Add +0.3%	2,577	$68K
Hoertkorn Richard Charles	0.03%	No change	2,480	$65K
Beacon Financial Strategies CORP	0.04%	New	2,453	$64K
Financial Network Wealth Advisors LLC	0.07%	Add +0.3%	2,447	$64K
Bell Investment Advisors, Inc	0.01%	No change	2,360	$62K
Golden State Wealth Management, LLC	0.01%	Add +0.3%	2,309	$61K
JNBA Financial Advisors	0.01%	Reduce -8.0%	2,216	$58K
Wilmington Savings Fund Society, FSB	0.00%	No change	2,160	$57K
Legacy Wealth Managment, LLC	0.03%	Add +4807.0%	2,110	$55K
Bfsg, LLC	0.01%	Reduce -7.6%	2,103	$55K
International Assets Investment Management, LLC	0.00%	New	2,001	$52K
Hantz Financial Services, Inc.	0.00%	New	1,964	$52K
First Pacific Financial	0.01%	No change	1,980	$52K
Simplex Trading, LLC	0.00%	New	1,956	$51K
Godfrey Financial Associates, Inc.	0.04%	—	1,941	$51K
HM Payson & Co.	0.00%	No change	1,881	$49K
Aberdeen Wealth Management LLC	0.02%	Add +0.5%	1,786	$47K
Oxford Financial Group, LTD. LLC	0.00%	No change	1,775	$47K
Arbor Wealth Management LLC\AZ	0.03%	—	1,711	$45K
Capital Investment Advisory Services, LLC	0.00%	Add +17.4%	1,681	$44K
Creative Financial Designs Inc.	0.00%	Add +0.2%	1,673	$44K
Eastern Bank	0.00%	No change	1,622	$43K
American Capital Advisory, LLC	0.02%	No change	1,621	$43K
Western Pacific Wealth Management, LP	0.04%	Add +0.3%	1,584	$42K
NWK Group, Inc.	0.01%	No change	1,542	$40K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	1,474	$39K
Nemes Rush Group LLC	0.00%	Add +0.2%	1,459	$38K
Basepoint Wealth LLC	0.02%	New	1,449	$38K
GAMMA Investing LLC	0.00%	No change	1,446	$38K
Curat Global, LLC	0.04%	Add +0.3%	1,442	$38K
Marquette Asset Management, LLC	0.01%	No change	1,400	$37K
Birchbrook, Inc.	0.02%	No change	1,400	$37K
LRI Investments, LLC	0.00%	New	1,336	$35K
Millstone Evans Group, LLC	0.02%	Reduce -3.9%	1,305	$34K
Bayban	0.03%	—	1,272	$33K
Jackson, Grant Investment Advisers, Inc.	0.01%	Add +0.2%	1,264	$33K
Albion Financial Group	0.00%	No change	1,260	$33K
Vermillion Wealth Management, Inc.	0.01%	Reduce -10.6%	1,258	$33K
Pinnacle Wealth Planning Services, Inc.	0.00%	New	1,220	$32K
Keating Financial Advisory Services, Inc.	0.00%	—	1,194	$31K
Maryland Capital Advisors Inc.	0.01%	Reduce -2.7%	1,130	$30K
Blume Capital Management, Inc.	0.01%	Add +0.1%	1,114	$29K
Birchwood Financial Partners, Inc.	0.03%	—	1,070	$28K
Rothschild Investment LLC	0.00%	No change	1,046	$27K
Glass Jacobson Investment Advisors llc	0.01%	Add +4.1%	1,006	$26K
Pittenger & Anderson Inc.	0.00%	New	912	$24K
Lodestone Wealth Management LLC	0.01%	New	786	$21K
Steigerwald, Gordon & Koch Inc.	0.00%	No change	782	$21K
Beaird Harris Wealth Management, LLC	0.00%	No change	750	$20K
Ameritas Investment Partners, Inc.	0.00%	Add +0.4%	749	$20K
Financial Perspectives, Inc	0.01%	Add +0.4%	723	$19K
Inlight Wealth Management, LLC	0.01%	New	675	$18K
Evolution Advisers, Inc.	0.01%	No change	657	$17K
Manchester Capital Management LLC	0.00%	No change	600	$16K
Garner Asset Management Corp	0.01%	New	600	$16K
Motco	0.00%	No change	592	$16K
Kilter Group LLC	0.01%	Reduce -2.5%	582	$15K
Curio Wealth, LLC	0.01%	No change	567	$15K
Aventura Private Wealth, LLC	0.01%	No change	570	$15K
Addison Advisors LLC	0.00%	No change	564	$15K
Investment Research & Advisory Group, Inc.	0.00%	Add +0.4%	549	$14K
Integrity Financial Corp	0.01%	Reduce -31.0%	538	$14K
Raleigh Capital Management Inc.	0.00%	No change	500	$13K
Avion Wealth	0.00%	Add +0.2%	509	$13K
Flagship Harbor Advisors, LLC	0.00%	New	488	$13K
Wiser Advisor Group LLC	0.01%	Reduce -59.2%	467	$12K
Gunpowder Capital Management, LLC dba Oliver Wealth Management	0.01%	—	453	$12K
Pension & Wealth Management Advisors, Inc.	0.00%	Add +0.2%	444	$12K
Bellevue Asset Management, LLC	0.00%	No change	420	$11K
MTM Investment Management, LLC	0.00%	No change	402	$11K
Evolution Wealth Management Inc.	0.01%	No change	401	$11K
Pinney & Scofield, Inc.	0.01%	Add +0.5%	389	$10K
Financial Freedom, LLC	0.01%	Add +0.3%	387	$10K
Quaker Wealth Management, LLC	0.00%	New	384	$10K
United Financial Planning Group LLC	0.01%	Add +0.3%	379	$10K
Planning Project LLC	0.00%	—	366	$10K
Prudent Man Investment Management, Inc.	0.00%	Add +0.6%	356	$9K
Innovative Advisory Group, LLC	0.01%	No change	342	$9K
Key Capital Management, INC	0.01%	—	339	$9K
Tower View Wealth Management LLC	0.00%	Add +0.3%	312	$8K
Toth Financial Advisory Corp.	0.00%	New	303	$8K
Ritter Daniher Financial Advisory LLC / DE	0.00%	Add +123.3%	288	$8K
Bernard Wealth Management Corp.	0.00%	No change	239	$6K
Atomic Invest LLC	0.00%	—	233	$6K
Gen-Wealth Partners Inc	0.00%	Add +0.9%	233	$6K
Delta Asset Management LLC	0.00%	No change	204	$5K
Monetary Solutions, Ltd	0.01%	—	198	$5K
Global Wealth Strategies & Associates	0.00%	No change	181	$5K
Brown Brothers Harriman & Co.	0.00%	No change	180	$5K
Hamrick Investment Counsel, llc	0.00%	—	167	$4K
High Note Wealth, LLC	0.00%	No change	156	$4K
Winch Advisory Services, LLC	0.00%	Add +75.0%	147	$4K
Clayton Financial Group LLC	0.00%	New	130	$3K
Comprehensive Financial Planning, Inc.	0.00%	No change	128	$3K
NBT Bank, N.A.	0.00%	No change	26	$3K
Walsh & Associates, LLC	0.00%	—	84	$2K
Sunbelt Securities, Inc.	0.00%	Reduce -23.1%	83	$2K
North Ridge Wealth Advisors, Inc.	0.00%	No change	60	$2K
Networth Advisors, LLC	0.00%	—	45	$1K
Rossmore Private Capital	0.00%	No change	42	$1K
MJT & Associates Financial Advisory Group, Inc.	0.00%	No change	37	$951
Blueline Advisors LLC	0.00%	—	35	$907
Tower Research Capital LLC (TRC)	0.00%	New	22	$577
Redmont Wealth Advisors LLC	0.00%	Reduce -5.0%	19	$496
Exchange Traded Concepts, LLC	0.00%	Reduce -47.1%	18	$472
Hughes Financial Services, LLC	0.00%	No change	17	$446
McGuire Capital Advisors Inc.	0.00%	—	10	$263
Eq Wealth Advisors, LLC	0.00%	New	9	$236
Truvestments Capital LLC	0.00%	New	8	$210
Triumph Capital Management	0.00%	New	7	$184
Financial Gravity Asset Management, Inc.	0.00%	Reduce -97.5%	3	$79
Longview Financial Advisors LLC	0.00%	No change	3	$79
IFS Advisors, LLC	0.00%	No change	1	$45
IFC & Insurance Marketing, Inc.	0.00%	—	16	$0

"% of holder's portfolio" is SCHB's weight in each manager's 13F, not the share of Schwab US Broad Market ETF the manager owns.