Schwab US Broad Market ETFSCHBETF

13F holders, Q1 2026 (March 31)

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

1,321holders +3

75new positions

66sold out

3famous investors

$22.24avg. 13F price*

At the end of Q1 2026, 1,321 institutions reported holding Schwab US Broad Market ETF (SCHB) in their 13F filings, up 3 from Q4 2025. 75 opened new positions and 66 sold out. The largest holders were Wealthfront Advisers LLC ($1.3B), UBS Group AG ($1.2B) and Betterment LLC ($394.5M). 3 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

	Institutions	Total Value
New Positions	75	$46.9M
Exits	66	$70.4M

All 13F filers, Q4 2025 → Q1 2026: 136,418,573 shares bought and 15,459,522 shares sold, net +120,959,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,321 holders


Wealthfront Advisers LLC	2.90%	Reduce -1.9%	52,556,138	$1.3B
UBS Group AG	0.22%	Add +3330.4%	48,514,355	$1.2B
Betterment LLC	0.75%	Reduce -2.7%	15,717,854	$394.5M
Rebalance, LLC	21.98%	Add +0.8%	15,082,487	$378.6M
SCS Capital Management LLC	3.18%	Add +0.5%	11,970,120	$300.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.06%	Add +300.7%	11,836,989	$297.1M
HighTower Advisors, LLC	0.24%	Add +3.9%	8,967,340	$225.1M
Strid Group, LLC	26.90%	Reduce -0.8%	8,648,946	$217.1M
Evensky & Katz LLC	11.66%	Reduce -1.4%	8,165,499	$205.0M
Hengehold Capital Management LLC	16.93%	Reduce -0.1%	7,722,465	$193.8M
Hanson & Doremus Investment Management	20.33%	Add +0.5%	7,041,153	$176.7M
HB Wealth Management, LLC	1.07%	Reduce -1.4%	6,595,221	$165.5M
Evergreen Advisors, LLC	37.02%	Add +1.8%	6,280,152	$157.6M
Forvis Mazars Wealth Advisors, LLC	2.97%	Add +0.6%	6,230,006	$156.4M
HT Partners LLC	46.99%	Add +1.6%	6,181,453	$155.2M
AlphaCore Capital LLC	3.19%	Reduce -7.9%	5,353,704	$134.4M
TruNorth Capital Management, LLC	25.07%	Add +2.4%	5,210,739	$130.8M
HHM Wealth Advisors, LLC	14.90%	Add +2.2%	5,146,591	$129.2M
Mariner, LLC	0.15%	Add +12.2%	4,996,510	$125.2M
Accredited Investors Inc.	6.23%	Reduce -2.4%	4,607,337	$115.6M
Captrust Financial Advisors	0.18%	Reduce -4.5%	4,047,483	$101.6M
Morton Brown Family Wealth, LLC	26.65%	Add +4.4%	4,017,868	$100.8M
Compass Financial Group, INC	13.59%	Add +6.0%	3,869,236	$97.1M
HBK Sorce Advisory LLC	1.82%	Add +0.8%	3,130,458	$89.0M
Manchester Financial Inc.	16.51%	Reduce -0.2%	3,426,829	$86.0M
Morgan Stanley	0.01%	Add +4.8%	3,370,368	$84.6M
Ballentine Partners, LLC	1.14%	Add +1.5%	3,257,692	$81.8M
Creative Planning	0.05%	Reduce -16.0%	3,197,065	$80.2M
Bank of America Corp.	0.01%	Reduce -0.6%	3,194,228	$80.2M
Waverly Advisors, LLC	0.58%	Add +1.4%	3,061,232	$76.8M
Savant Capital, LLC	0.36%	Add +6.1%	2,969,874	$74.5M
LPL Financial LLC	0.02%	Add +2.0%	2,908,036	$73.0M
Royal Bank of Canada	0.01%	Add +5.0%	2,881,786	$72.3M
Quantinno Capital Management LP	0.12%	Add +39.6%	2,783,258	$69.9M
Asset Advisors Investment Management, LLC	6.61%	Reduce -1.7%	2,762,273	$69.3M
Brown Advisory Inc.	0.11%	Reduce -0.6%	2,711,077	$68.0M
North Star Asset Management Inc.	2.92%	Add +0.2%	2,680,611	$67.3M
Summit Financial Strategies, Inc.	5.29%	Reduce -16.1%	2,672,115	$67.1M
Focus Partners Wealth	0.07%	Add +1.1%	2,654,159	$66.6M
Circle Wealth Management, LLC	0.94%	Add +0.9%	2,636,237	$66.2M
Legacy Financial Strategies, LLC	11.84%	Add +0.8%	2,614,587	$65.6M
D L Carlson Investment Group Inc.	11.18%	Reduce -0.2%	2,591,924	$65.1M
Jones Financial Companies LLLP	0.03%	Add +10.2%	2,639,096	$64.7M
Cliftonlarsonallen Wealth Advisors, LLC	0.94%	Add +8.7%	2,568,121	$64.5M
Bouchey Financial Group, Ltd.	4.72%	Reduce -4.0%	2,451,793	$64.4M
Myecfo, LLC	26.86%	Add +3.1%	2,557,723	$64.2M
Mercer Global Advisors Inc.	0.09%	Reduce -5.1%	2,531,564	$63.5M
Winthrop Advisory Group LLC	4.91%	Add +4.4%	2,395,034	$60.1M
Wealth Enhancement Advisory Services, LLC	0.12%	Reduce -16.4%	2,320,383	$56.8M
Aptus Capital Advisors, LLC	0.47%	Add +2.3%	2,232,961	$56.0M
Sunburst Financial Group, LLC	10.50%	Add +2.3%	2,174,288	$54.6M
WBH Advisory Inc.	4.02%	Add +4.3%	2,119,640	$53.6M
Caprock Group, LLC	1.27%	Add +0.4%	2,090,846	$52.5M
Wells Fargo & Company	0.01%	Add +5.9%	2,062,916	$51.8M
Ethos Financial Group, LLC	3.73%	Add +3.6%	2,026,333	$50.9M
Bluespring Wealth Management, LLC	3.90%	Reduce -0.1%	1,804,465	$45.3M
Capital Management Associates, Inc	10.13%	Add +0.3%	1,785,562	$44.8M
Cambridge Investment Research Advisors, Inc.	0.11%	Reduce -3.6%	1,715,693	$43.1M
Allworth Financial LP	0.17%	Add +20.8%	1,703,309	$42.8M
Cwm, LLC	0.11%	Add +2.7%	1,693,122	$42.5M
Roundview Capital LLC	2.63%	Reduce -0.6%	1,681,293	$42.2M
Boyum Wealth Architects LLC	17.46%	Add +8.2%	1,502,092	$41.8M
Leading Edge Financial Planning LLC	8.67%	Add +8.1%	1,640,882	$41.2M
Truist Financial Corp.	0.06%	Add +4.0%	1,639,622	$41.2M
Genesee Capital Advisors, LLC	17.14%	Reduce -0.6%	1,629,524	$40.9M
Boulder Wealth Advisors, LLC	16.21%	Add +2.0%	1,617,555	$40.6M
Cape Investment Advisory, Inc.	13.22%	Add +1.3%	1,584,194	$39.8M
Members Advisory Group LLC	13.63%	Reduce -0.9%	1,583,312	$39.7M
Appalachian Capital Management Ltd	31.62%	Add +1.1%	1,573,653	$39.5M
Modern Wealth Management, LLC	0.66%	Add +3.0%	1,529,638	$38.7M
Tanglewood Wealth Management, Inc.	3.19%	Add +90.6%	1,534,891	$38.5M
Goldman Sachs Group Inc.	0.00%	Add +18.2%	1,381,999	$34.7M
Jaffetilchin Investment Partners, LLC	2.02%	Reduce -12.6%	1,351,921	$33.9M
Cerity Partners LLC	0.05%	Add +16.2%	1,301,632	$32.7M
Legacy Private Trust Co.	1.99%	Reduce -3.8%	1,282,088	$32.2M
Juncture Wealth Strategies, LLC	10.63%	Reduce -0.5%	1,266,881	$31.8M
Facet Wealth, Inc.	0.54%	Add +21.6%	1,249,750	$31.4M
MAI Capital Management	0.18%	Add +6.5%	1,240,262	$31.1M
SYM FINANCIAL Corp	2.99%	Reduce -0.0%	1,192,008	$29.9M
WT Wealth Management	8.76%	Reduce -1.6%	1,173,635	$29.5M
JPMorgan Chase & Co.	0.00%	Reduce -5.7%	1,195,358	$29.2M
Pegasus Asset Management, Inc.	9.31%	Reduce -0.6%	1,160,640	$29.1M
John Boyer, Inc.	28.78%	Add +1.4%	1,146,898	$28.8M
Goepper Burkhardt LLC	9.54%	Reduce -1.0%	1,138,014	$28.6M
Harbour Investments, Inc.	0.43%	Add +8.8%	1,118,377	$28.1M
Gemmer Asset Management LLC	2.22%	Reduce -0.6%	1,118,297	$28.1M
Strategic Advisors LLC	4.62%	Reduce -0.3%	1,108,104	$27.8M
Raymond James Financial Inc.	0.01%	Reduce -13.3%	1,103,831	$27.7M
Truepoint, Inc.	0.61%	Reduce -1.7%	1,097,551	$27.5M
GSG Advisors LLC	7.13%	Add +1.4%	1,093,847	$27.5M
Retirement Planning Group, LLC	0.84%	Reduce -8.0%	1,086,268	$27.3M
Robinson Smith Wealth Advisors LLC	18.35%	Add +0.6%	1,080,467	$27.1M
AQR Capital Management	0.01%	Reduce -5.0%	1,074,823	$27.0M
FMR LLC	0.00%	Add +13.1%	1,067,461	$26.8M
Chicago Partners Investment Group LLC	0.60%	Add +0.3%	969,307	$26.6M
Phil A. Younker & Associates, Ltd.	17.76%	Reduce -6.8%	1,060,992	$26.6M
HORAN Wealth, LLC	2.51%	Add +102.5%	1,051,472	$26.5M
Patriot Investment Management Group, Inc.	1.64%	Reduce -3.3%	1,022,101	$25.7M
Dodds Wealth, LLC	6.21%	Add +2.4%	1,007,848	$25.3M
Alliancebernstein L.P.	0.01%	Add +4.1%	954,228	$25.0M
Beacon Pointe Advisors, LLC	0.13%	Reduce -5.1%	951,961	$23.9M
Valley National Advisers Inc.	3.05%	Reduce -14.9%	938,323	$23.6M
Wynn Capital, LLC	12.03%	Add +3.3%	933,100	$23.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC	7.81%	Reduce -1.1%	847,358	$23.4M
Meridian Wealth Partners, LLC	3.17%	Add +2.9%	921,285	$23.1M
Stonekeep Investments, LLC	14.89%	Add +3.5%	915,310	$23.0M
Great Lakes Retirement, Inc.	2.37%	Reduce -0.1%	911,755	$22.9M
Schaeffer Financial LLC	19.06%	Add +2.3%	902,377	$22.6M
Envestnet Asset Management Inc.	0.01%	Add +137.3%	867,741	$21.8M
Avior Wealth Management, LLC	0.61%	Add +2.0%	863,449	$21.7M
Corient Private Wealth LP	0.03%	Add +2.7%	870,816	$21.6M
Breakwater Investment Management	8.01%	Reduce -1.6%	858,181	$21.5M
IMA Advisory Services, Inc.	2.09%	Reduce -2.2%	853,890	$21.4M
Lido Advisors, LLC	0.08%	Add +5.9%	846,394	$21.2M
Osaic Holdings, Inc.	0.03%	Add +4.5%	845,194	$21.2M
Davis Capital Management	14.21%	Add +4.5%	835,619	$21.0M
Global Wealth Management, LLC	11.19%	Reduce -6.9%	817,754	$20.5M
United Capital Financial Advisors, LLC	0.12%	Reduce -2.9%	802,522	$20.2M
Bartlett & Co. Wealth Management LLC	0.26%	Reduce -0.2%	725,195	$20.1M
Vista Capital Partners, Inc.	2.02%	Reduce -0.7%	799,554	$20.1M
Assetmark, Inc.	0.04%	Reduce -2.7%	791,488	$19.9M
Nalls Sherbakoff Group, LLC	14.57%	Reduce -2.4%	789,130	$19.8M
Walker Financial Services, Inc.	6.74%	Add +26.3%	784,673	$19.7M
Tradition Wealth Management, LLC	1.39%	Reduce -2.5%	777,734	$19.5M
Downshift Financial, LLC	9.94%	Add +75.5%	700,795	$19.2M
Socha Financial Group, LLC	9.68%	Reduce -4.9%	760,520	$19.1M
OneDigital Investment Advisors LLC	0.19%	Reduce -43.3%	755,449	$19.0M
Coastal Bridge Advisors, LLC	1.31%	Reduce -0.8%	734,966	$18.4M
Libra Wealth LLC	5.04%	Reduce -3.2%	711,919	$17.9M
James J. Burns & Company, LLC	2.42%	Reduce -1.2%	709,503	$17.8M
Nicolet Bankshares Inc.	0.65%	New	699,782	$17.6M
Focus Financial Network, Inc.	0.63%	Add +5.7%	699,691	$17.6M
Rothschild Wealth LLC	1.58%	Reduce -10.2%	698,473	$17.5M
Commonwealth Equity Services, LLC	0.02%	Reduce -2.5%	678,938	$17.0M
Roble, Belko & Company, Inc	2.13%	Reduce -9.3%	668,407	$16.8M
Zhang Financial LLC	0.58%	Add +2.8%	666,381	$16.7M
Compound Planning, Inc.	0.51%	Add +0.1%	658,318	$16.5M
Christensen, King & Associates Investment Services, Inc.	6.62%	Reduce -0.1%	614,671	$15.4M
Davidson Kahn Capital Management, LLC	8.16%	Add +21.5%	603,111	$15.3M
Bond & Devick Financial Network, Inc.	4.26%	Add +3.8%	608,266	$15.3M
Madden Advisory Services, Inc.	5.96%	Reduce -13.5%	602,540	$15.1M
Blue Bell Private Wealth Management, LLC	2.16%	Reduce -1.3%	597,421	$15.0M
Valicenti Advisory Services Inc.	3.27%	Add +4.7%	597,107	$15.0M
&partners	0.07%	Add +2.2%	585,739	$14.7M
Lodestar Private Asset Management LLC	1.43%	Reduce -4.0%	578,083	$14.5M
IFP Advisors, Inc	0.30%	Add +0.3%	571,342	$14.3M
Ameriprise Financial Inc.	0.00%	Reduce -0.1%	570,329	$14.3M
Brooklyn FI, LLC	2.99%	Add +27.7%	566,840	$14.2M
Elgethun Capital Management	2.35%	Add +6.6%	566,645	$14.2M
Intelligence Driven Advisers, LLC	2.47%	Reduce -39.1%	563,390	$14.1M
Wedmont Private Capital	0.45%	Add +7.4%	540,015	$14.1M
Ashford Advisors, LLC	3.27%	Reduce -8.2%	529,754	$14.0M
Compass Advisory Group LLC	3.74%	Reduce -71.2%	557,051	$14.0M
Stifel Financial Corp.	0.01%	Add +0.7%	555,911	$14.0M
Ogorek Anthony Joseph /NY/	3.74%	Reduce -3.0%	544,064	$13.7M
Opes Wealth Management LLC	2.31%	Reduce -3.0%	539,117	$13.5M
Milestone Investment Advisors LLC	3.23%	Reduce -1.5%	533,182	$13.4M
TPG Advisors LLC	8.32%	Add +2.4%	531,638	$13.3M
Passive Capital Management, LLC.	3.96%	Add +0.3%	528,214	$13.3M
SigFig Wealth Management, LLC	0.38%	Add +1.5%	522,955	$13.1M
Leavell Investment Management, Inc.	0.53%	Add +1.0%	518,199	$13.0M
Johnson Investment Counsel Inc.	0.10%	Add +3.5%	507,068	$12.7M
True North Advisors, LLC	1.44%	Reduce -15.2%	504,798	$12.7M
Northwestern Mutual Wealth Management Co.	0.01%	Reduce -2.4%	492,278	$12.4M
Weinberger Asset Management, Inc	4.59%	Add +1.3%	488,077	$12.3M
Spinnaker Investment Group, LLC	2.48%	Reduce -9.0%	485,549	$12.2M
TruWealth Advisors, LLC	0.58%	Add +1.3%	484,717	$12.2M
Wealthspire Advisors, LLC	0.09%	Reduce -4.0%	480,277	$12.1M
Motive Wealth Advisors	5.59%	Reduce -0.2%	474,496	$11.9M
Meridian Wealth Management, LLC	0.42%	Add +0.8%	470,835	$11.8M
NewEdge Advisors, LLC	0.04%	Reduce -4.4%	470,267	$11.8M
Peak Financial Management, Inc.	2.99%	Add +0.3%	468,548	$11.8M
D.B. Root & Company, LLC	2.77%	Add +0.1%	461,496	$11.6M
Summit Trail Advisors, LLC	0.16%	Reduce -19.4%	452,615	$11.4M
Empower Advisory Group, LLC	0.03%	Reduce -23.5%	450,978	$11.3M
Waldron Private Wealth LLC	0.44%	No change	450,000	$11.3M
VSM Wealth Advisory, LLC	3.35%	Reduce -0.8%	446,978	$11.2M
Sequoia Financial Advisors, LLC	0.06%	Reduce -6.4%	439,073	$11.0M
Wrenne Financial Planning LLC	4.29%	Add +12.3%	435,387	$10.9M
Beacon Wealthcare LLC	3.85%	Reduce -2.9%	434,927	$10.9M
Charles Schwab Investment Management Inc.	0.00%	Add +8.4%	428,446	$10.8M
Everhart Financial Group, Inc.	0.90%	Reduce -0.9%	421,975	$10.6M
Farther Finance Advisors, LLC	0.10%	Reduce -37.3%	415,718	$10.5M
Prosperitas Financial LLC	3.92%	Add +25.3%	418,685	$10.5M
Five Oceans Advisors	3.72%	No change	409,952	$10.3M
Apriem Advisors	0.97%	Reduce -0.1%	404,757	$10.2M
Alliance Wealth Management Group	2.22%	Reduce -0.9%	404,680	$10.2M
Towercrest Capital Management	1.58%	Reduce -0.9%	404,680	$10.2M
SRH Advisors, LLC	2.84%	Reduce -0.1%	394,977	$9.9M
Great Valley Advisor Group, Inc.	0.18%	Reduce -1.4%	394,974	$9.9M
Prime Capital Investment Advisors, LLC	0.11%	Reduce -2.9%	394,390	$9.9M
Moneta Group Investment Advisors LLC	0.07%	Add +0.5%	389,313	$9.8M
Madison Wealth Partners, Inc	1.51%	Add +2.5%	378,312	$9.5M
FFT Wealth Management LLC	1.70%	Reduce 0.0%	373,629	$9.4M
Fiduciary Trust Co	0.11%	Reduce -1.4%	370,187	$9.3M
Northern Trust Corp.	0.00%	Reduce -11.8%	365,380	$9.2M
Cetera Investment Advisers	0.01%	Reduce -52.5%	365,023	$9.2M
Brookstone Capital Management	0.10%	Add +5.9%	363,639	$9.1M
Cresset Asset Management, LLC	0.04%	Add +0.5%	361,908	$9.1M
Kestra Advisory Services, LLC	0.03%	Reduce -13.2%	355,039	$8.9M
Jane Street Group, LLC	0.01%	Add +0.0%	345,922	$8.7M
Brightwater Advisory LLC	5.73%	Add +5.8%	345,441	$8.7M
Private Advisor Group, LLC	0.04%	Add +2.2%	344,957	$8.7M
Rockbridge Investment Management, LCC	0.78%	Reduce -0.9%	343,642	$8.6M
Rockefeller Capital Management L.P.	0.02%	Reduce -2.5%	343,298	$8.6M
Walter & Keenan Wealth Management LLC /in/	2.40%	Add +0.6%	339,859	$8.5M
Joseph P. Lucia & Associates, LLC	3.05%	Add +3.4%	339,416	$8.5M
Carnegie Investment Counsel	0.16%	Add +2.6%	335,409	$8.4M
Disciplined Investors, L.L.C.	4.98%	Reduce -0.5%	333,058	$8.4M
Destination Wealth Management	0.21%	Reduce -18.7%	326,964	$8.2M
Valley Forge Investment Consultants Inc. Adv	2.44%	Reduce -0.7%	324,037	$8.1M
Mitchell Sinkler & Starr	3.75%	Reduce -1.3%	323,503	$8.1M
BlackRock, Inc.	0.00%	Add +16.3%	317,220	$8.0M
Creekside Partners	3.27%	Add +1.9%	316,124	$7.9M
Brighton Jones LLC	0.17%	Add +3.6%	315,388	$7.9M
CFG Wealth Management Services, Inc.	7.46%	Add +0.7%	313,533	$7.9M
Exchange Traded Concepts, LLC	0.06%	Add +1729494.4%	311,327	$7.8M
Orcam Financial Group	5.54%	Reduce -4.7%	311,043	$7.8M
Stillwater Private Wealth, LLC	6.54%	—	307,962	$7.7M
NBZ Investment Advisors LLC	3.36%	Reduce -2.2%	305,630	$7.7M
Strategic Financial Concepts, LLC	1.87%	Add +2960.7%	302,668	$7.6M
Curbstone Financial Management Corp	1.45%	Reduce -0.3%	302,522	$7.6M
Roger Wittlin Investment Advisory, LLC	6.20%	Reduce -39.4%	302,141	$7.6M
JMG Financial Group, Ltd.	0.21%	Add +1.4%	300,653	$7.5M
Embree Financial Group	0.88%	Reduce -2.4%	299,117	$7.5M
Sharkey, Howes & Javer	1.01%	Add +0.2%	298,804	$7.5M
JFS Wealth Advisors, LLC	0.42%	Reduce -0.2%	298,692	$7.5M
CVA Family Office, LLC	0.79%	Reduce -0.7%	298,432	$7.5M
Summit Financial, LLC	0.10%	Reduce -17.6%	297,019	$7.5M
Red Door Wealth Management, LLC	0.77%	Add +3.3%	296,510	$7.4M
Pinkerton Wealth, LLC	0.66%	Reduce -7.8%	277,069	$7.3M
Equita Financial Network, Inc.	2.28%	Reduce -1.6%	288,872	$7.3M
Valmark Advisers, Inc.	0.09%	Add +1.1%	288,243	$7.2M
Mutual Advisors, LLC	0.15%	Add +1.2%	287,113	$7.2M
Envestnet Portfolio Solutions, Inc.	0.04%	Reduce -2.6%	286,681	$7.2M
RCW Management, LLC	7.29%	Reduce -0.4%	283,362	$7.1M
Sheets Smith Wealth Management	0.79%	Add +1.0%	280,015	$7.0M
Equitable Holdings, Inc.	0.04%	Add +8.0%	260,325	$6.8M
RHS Financial, LLC	3.22%	Reduce -7.1%	270,757	$6.8M
Fagan Associates, Inc.	0.94%	Reduce -24.3%	269,924	$6.8M
Cardiff Park Advisors, LLC	0.54%	Add +0.1%	267,869	$6.7M
Asset Allocation & Management Company, LLC	2.46%	Add +9.1%	262,123	$6.6M
Ellevest, Inc.	0.91%	Add +0.9%	261,911	$6.6M
Mairs & Power Inc.	0.07%	No change	261,246	$6.6M
Graver Capital Management, LLC	4.97%	Add +2.8%	260,511	$6.5M
Wilson & Boucher Capital Management, LLC	4.33%	Reduce -0.4%	260,175	$6.5M
Parallel Advisors, LLC	0.12%	Add +1.5%	255,752	$6.4M
OneAscent Financial Services LLC	0.34%	Add +10.8%	251,465	$6.3M
Brio Consultants, LLC	0.77%	Add +31.5%	224,560	$6.3M
Strategic Family Wealth Counselors, L.L.C.	1.63%	Add +0.7%	247,893	$6.2M
Seaside Wealth Management, Inc.	1.74%	Add +0.1%	246,052	$6.2M
Clark Asset Management, LLC	0.57%	Add +1.4%	242,521	$6.1M
True Freedom Investing, LLC	0.47%	Reduce -0.8%	242,200	$6.1M
Summit Wealth & Retirement Planning, Inc.	1.44%	Reduce -0.2%	240,219	$6.0M
ProVise Management Group, LLC	0.43%	Reduce -3.5%	239,383	$6.0M
Chevy Chase Trust Holdings, LLC	0.02%	Reduce -1.1%	238,661	$6.0M
Firestone Capital Management	1.24%	Reduce -0.7%	236,804	$5.9M
Arcadia Investment Advisors LLC	2.80%	Reduce -6.1%	236,587	$5.9M
James Investment Research, Inc.	0.66%	Add +15.3%	235,391	$5.9M
Financial Engines Advisors L.L.C.	0.01%	Add +0.8%	235,377	$5.9M
KCM Investment Advisors LLC	0.20%	Add +0.1%	233,328	$5.9M
Asset Advisory Group, Inc.	2.93%	Add +0.5%	232,632	$5.8M
Hartmann Taylor Wealth Management, LLC	3.79%	No change	228,179	$5.7M
Debussy Capital Management LP	0.79%	Reduce -0.8%	228,098	$5.7M
One Charles Private Wealth Services, LLC	1.42%	No change	225,062	$5.6M
Diversified Portfolios, Inc.	0.46%	Add +4.8%	224,900	$5.6M
Savvy Advisors, Inc.	0.15%	Reduce -2.1%	222,657	$5.6M
Stratos Investment Management, LLC	0.22%	Add +6.3%	221,412	$5.6M
Donaldson Capital Management, LLC	0.18%	Add +14.6%	220,856	$5.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.10%	Reduce -2.0%	218,927	$5.5M
Islay Capital Management, LLC	2.80%	Add +44.5%	218,459	$5.5M
Main Street Financial Solutions, LLC	0.39%	Reduce -1.0%	215,260	$5.4M
ELCO Management Co., LLC	2.57%	Add +7.2%	213,156	$5.4M
Bawa N Mallick Trust	2.18%	No change	212,190	$5.3M
Altfest L J & Co. Inc.	0.56%	Reduce -5.9%	210,351	$5.3M
Integrated Wealth Concepts LLC	0.04%	Add +94.0%	208,481	$5.2M
Successful Portfolios LLC	2.88%	Reduce -6.3%	208,779	$5.2M
Cordant, Inc.	2.12%	Add +0.2%	207,605	$5.2M
GeoWealth Management, LLC	0.19%	Add +76.0%	205,551	$5.2M
Aspiring Ventures, LLC	1.74%	Add +3.5%	205,494	$5.2M
MBA Advisors LLC	1.96%	Add +9.2%	203,364	$5.1M
SeaCrest Wealth Management, LLC	0.54%	Add +0.3%	202,262	$5.1M
Blair William & Co.	0.01%	Reduce -2.4%	200,538	$5.0M
Berkshire Asset Management LLC	0.21%	Reduce -0.5%	198,650	$5.0M
Unify Financial Advisors	5.12%	Reduce -0.8%	195,740	$4.9M
Financial Solutions Advisory Group, Inc.	0.68%	—	195,424	$4.9M
Ritholtz Wealth Management	0.09%	Add +5.0%	195,168	$4.9M
Krilogy Financial LLC	0.16%	Add +36.5%	179,493	$4.9M
Crestwood Advisors Group, LLC	0.08%	Add +0.0%	192,626	$4.8M
Seed Wealth Management, Inc.	3.32%	Reduce -3.5%	192,268	$4.8M
Chesapeake Wealth Management	1.48%	Reduce -1.1%	191,976	$4.8M
NYL Investors LLC	1.81%	Reduce -4.3%	191,050	$4.8M
Wealthcare Advisory Partners LLC	0.09%	Reduce -1.6%	189,097	$4.7M
Compass Ion Advisors, LLC	0.45%	Reduce -0.7%	188,401	$4.7M
Farnam Financial LLC	3.87%	Reduce -2.2%	187,528	$4.7M
Avant Capital LLC	3.30%	Reduce -1.3%	187,051	$4.7M
Kiley Juergens Wealth Management, LLC	0.83%	Add +0.8%	186,262	$4.7M
Wealth Care LLC	4.14%	—	185,803	$4.7M
Blueprint Investment Partners LLC	0.47%	Reduce -8.7%	184,252	$4.6M
Alpha Omega Wealth Management LLC	0.74%	Reduce -4.4%	182,953	$4.6M
Arax Advisory Partners	0.13%	Reduce -0.6%	182,454	$4.6M
Granite Investment Partners, LLC	0.28%	Reduce -1.6%	181,793	$4.6M
Midwestern Financial, LLC	3.56%	Reduce -3.1%	180,295	$4.5M
US Bancorp \de	0.01%	Reduce -3.7%	179,621	$4.5M
Venture Visionary Partners LLC	0.15%	Reduce -6.2%	179,491	$4.5M
Whitener Capital Management, Inc.	1.03%	Reduce -7.3%	179,198	$4.5M
Cozad Asset Management Inc.	0.35%	Reduce -0.1%	179,109	$4.5M
Clear Point Advisors Inc.	3.48%	Reduce -0.1%	179,107	$4.5M
Maridea Wealth Management LLC	0.65%	Reduce -6.5%	178,616	$4.5M
Tudor Investment Corporation	0.02%	Reduce -7.3%	178,494	$4.5M
Leo Wealth, LLC	0.32%	Reduce -0.4%	178,226	$4.5M
Joule Financial, LLC	1.30%	Reduce -26.4%	177,609	$4.5M
Pullen Investment Management, LLC	2.21%	No change	175,243	$4.4M
Wbi Investments, LLC	1.21%	Reduce -8.4%	174,471	$4.4M
Millington Securities, LLC	1.21%	—	174,471	$4.4M
Cambridge Financial Group, LLC	1.48%	Reduce -8.5%	174,184	$4.4M
Amicus Financial Advisors, LLC	1.20%	Reduce -1.1%	173,548	$4.4M
Klingenstein Fields & Co. LP	0.17%	Add +0.5%	168,123	$4.2M
Seeds Investor LLC	0.57%	New	155,335	$4.2M
Focus Partners Advisor Solutions, LLC	0.04%	Reduce -15.4%	164,981	$4.1M
Opus Capital Group, LLC	0.44%	Reduce -0.2%	164,514	$4.1M
PNC Financial Services Group, Inc.	0.00%	Add +28.4%	162,264	$4.1M
Aspire Capital Advisors LLC	0.92%	Add +0.6%	162,115	$4.1M
Mill Creek Capital Advisors, LLC	0.08%	No change	161,959	$4.1M
Naples Global Advisors, LLC	0.29%	Add +0.2%	161,091	$4.0M
Highland Capital Management, LLC	0.21%	Reduce -3.6%	158,011	$4.0M
Planning Alternatives Ltd.	0.51%	Reduce -0.7%	157,971	$4.0M
Blueprint Financial Advisors LLC	0.58%	Reduce -15.0%	157,286	$3.9M
Pacific Park Financial, Inc.	2.55%	Reduce -10.0%	155,835	$3.9M
Avalon Advisory Group	1.57%	Reduce -1.7%	155,123	$3.9M
Pathstone Holdings, LLC	0.02%	Add +10.3%	154,670	$3.9M
CRA Financial Services, LLC	0.50%	Reduce -5.6%	154,250	$3.9M
Merit Financial Group, LLC	0.03%	Add +0.1%	152,290	$3.8M
Chapman Financial Group, LLC	2.73%	Reduce -0.8%	151,758	$3.8M
WealthCollab, LLC	1.56%	Add +0.2%	151,196	$3.8M
Dakota Wealth Management	0.08%	Reduce -0.2%	150,638	$3.8M
Silver Oak Advisory Group, Inc.	1.63%	Reduce -1.9%	150,176	$3.8M
EP Wealth Advisors, LLC	0.02%	Reduce -0.5%	149,600	$3.8M
Tortoise Investment Management, LLC	0.30%	Reduce -2.4%	146,331	$3.7M
Atlas Capital Advisors Inc.	0.42%	Reduce -0.3%	145,818	$3.7M
Rosenberg Matthew Hamilton	0.75%	Reduce -6.3%	145,657	$3.7M
Asset Dedication, LLC	0.25%	Add +14.4%	143,455	$3.6M
Ieq Capital, LLC	0.02%	Reduce -27.5%	142,910	$3.6M
Independent Solutions Wealth Management, LLC	0.53%	Reduce -1.5%	142,838	$3.6M
O'shaughnessy Asset Management, LLC	0.02%	Add +21.9%	142,796	$3.6M
TRB Wealth Management, LLC	0.50%	—	141,500	$3.6M
Game Plan Financial Advisors, LLC	1.65%	Add +0.1%	141,491	$3.6M
Carret Asset Management, LLC	0.35%	Add +4.2%	141,281	$3.5M
Signaturefd, LLC	0.05%	Reduce -11.8%	140,025	$3.5M
CIBC Bancorp USA Inc.	0.00%	—	138,452	$3.5M
Daybright Advisory Services, Inc.	0.97%	Add +0.1%	139,747	$3.5M
L. Roy Papp & Associates, LLP	0.40%	Reduce -2.4%	138,988	$3.5M
Koshinski Asset Management, Inc.	0.22%	Reduce -0.3%	137,776	$3.5M
Flatrock Wealth Partners LLC	1.55%	Add +1.5%	137,288	$3.4M
Smith, Moore & Co.	0.25%	Add +0.4%	136,644	$3.4M
Salem Investment Counselors Inc.	0.10%	Add +0.1%	135,393	$3.4M
Cambridge Advisors Inc.	0.66%	Reduce -0.9%	135,029	$3.4M
Spreng Capital Management, Inc.	1.59%	Reduce -3.7%	134,476	$3.4M
Belpointe Asset Management LLC	0.12%	Reduce -14.4%	132,596	$3.3M
Cypress Point Wealth Management, LLC	0.71%	Reduce -3.9%	132,205	$3.3M
Thrive Wealth Management, LLC	0.49%	Reduce -7.9%	131,906	$3.3M
PFG Advisors	0.16%	Reduce -2.7%	131,861	$3.3M
Chesley Taft & Associates LLC	0.14%	Add +0.3%	130,705	$3.3M
Advus Financial Partners, LLC	0.82%	Reduce -2.0%	130,398	$3.3M
Long Island Wealth Management, Inc.	1.51%	Reduce -23.6%	130,116	$3.3M
Whitegate Investment Counselors, Inc.	1.02%	Add +6.6%	128,422	$3.2M
Planned Solutions, Inc.	1.06%	Add +2.9%	128,164	$3.2M
MCF Advisors LLC	0.14%	Add +182.0%	127,149	$3.2M
C M Bidwell & Associates Ltd.	1.49%	Reduce -0.4%	126,874	$3.2M
Selby Wealth Management, LLC	1.24%	Reduce -2.0%	125,363	$3.1M
Intrua Financial, LLC	0.34%	Reduce -0.2%	125,345	$3.1M
Cross Staff Investments Inc	1.58%	Add +0.8%	124,540	$3.1M
Lowe Brockenbrough & Co. Inc.	0.15%	Reduce -10.1%	123,751	$3.1M
Sachetta, LLC	1.66%	Reduce -0.1%	122,074	$3.1M
Bank of Montreal	0.00%	Add +0.5%	121,921	$3.1M
Archer Investment Management, LLC	1.28%	Reduce -10.8%	121,697	$3.1M
SageView Advisory Group, LLC	0.11%	Reduce -4.7%	121,327	$3.0M
Advisory Alpha, LLC	0.08%	Add +29.1%	121,178	$3.0M
Topsail Wealth Management, LLC	0.45%	Add +0.2%	120,977	$3.0M
Medallion Wealth Advisors, LLC	0.99%	Add +4.3%	120,960	$3.0M
Rialto Wealth Management, LLC	0.68%	Reduce -0.2%	120,480	$3.0M
Triangle Securities Wealth Management	0.69%	Reduce -0.1%	120,443	$3.0M
3 Factor Indexing, LLC	2.84%	—	119,640	$3.0M
Choreo, LLC	0.04%	Reduce -8.6%	119,573	$3.0M
Tiaa-Cref Individual & Institutional Services, LLC	0.01%	—	119,004	$3.0M
RTD Financial Advisors, Inc.	0.37%	Reduce -0.7%	118,898	$3.0M
BCS Wealth Management	0.61%	Reduce -56.2%	118,319	$3.0M
Elevation Wealth Partners, LLC	1.06%	Add +0.0%	117,825	$3.0M
ARK & TLK Investments, LLC	0.80%	Add +36.9%	116,811	$2.9M
Mayfair Advisory Group, LLC	1.02%	Add +1.3%	116,155	$2.9M
Mission Wealth Management, LP	0.06%	Add +3.0%	115,839	$2.9M
Peachtree Investment Partners, LLC	1.11%	Add +52.3%	115,637	$2.9M
Ridgewood Investments LLC	1.18%	—	114,815	$2.9M
Foster Group, Inc.	0.09%	Add +11.5%	114,688	$2.9M
Kastel Capital Advisors, LLC	1.76%	No change	109,220	$2.9M
Cherry Tree Wealth Management, LLC	0.61%	Reduce -2.2%	114,088	$2.9M
Lincoln Capital Corp.	1.05%	Add +1.2%	114,036	$2.9M
Skyline Advisors, Inc.	0.99%	Reduce -2.8%	112,886	$2.8M
Financial Designs Corp	1.57%	Reduce -4.0%	112,423	$2.8M
Laird Norton Wetherby Trust Company, LLC	0.06%	Add +3.2%	112,371	$2.8M
Penney Financial, LLC	1.08%	Add +1.4%	112,248	$2.8M
Ausdal Financial Partners, Inc.	0.12%	Add +0.9%	110,843	$2.8M
DHJJ Financial Advisors, Ltd.	0.92%	Reduce -4.7%	110,549	$2.8M
Gallagher Fiduciary Advisors, LLC	0.11%	Add +2535.1%	69,206,449	$2.8M
Cathy Pareto & Associates, Inc.	1.84%	Reduce -1.2%	109,528	$2.7M
Robertson Stephens Wealth Management, LLC	0.08%	Reduce -5.0%	109,319	$2.7M
Angeles Wealth Management, LLC	0.15%	Add +0.5%	108,801	$2.7M
Gleason Group, Inc.	0.27%	Add +0.4%	107,592	$2.7M
Financial Consulate, Inc.	0.33%	Reduce -3.4%	106,928	$2.7M
RVW Wealth, LLC	0.21%	Reduce -21.4%	106,830	$2.7M
Farrow Financial, Inc.	1.52%	Add +27.7%	106,388	$2.7M
Wealth Group Ltd	0.60%	Reduce -5.0%	105,459	$2.6M
YHB Investment Advisors, Inc.	0.19%	Reduce -0.1%	105,412	$2.6M
Elser Financial Planning, Inc	0.13%	Reduce -0.5%	104,795	$2.6M
Wilkins Miller Wealth Management, LLC	1.59%	Reduce -9.9%	104,394	$2.6M
Rwa Wealth Partners, LLC	0.03%	Reduce -0.6%	104,195	$2.6M
Western Wealth Management, LLC	0.10%	Add +64.2%	103,898	$2.6M
ZWJ Investment Counsel Inc.	0.09%	Reduce -5.4%	103,638	$2.6M
Optima Capital LLC	1.20%	Add +1.9%	103,050	$2.6M
Midwest Capital Advisors, LLC	1.21%	Add +11.7%	102,911	$2.6M
American Investment Services, Inc.	0.58%	Reduce -10.2%	102,885	$2.6M
Boltwood Capital Management	0.66%	Reduce -0.5%	102,795	$2.6M
Ironwood Wealth Management, LLC.	0.73%	Reduce -2.1%	101,737	$2.6M
Values Added Financial LLC	1.07%	Add +0.0%	101,399	$2.5M
Dorato Capital Management	1.87%	Add +3.6%	97,061	$2.5M
Independent Advisor Alliance	0.03%	Reduce -47.1%	100,725	$2.5M
Wealthspire Retirement, LLC	0.15%	Add +1.0%	100,362	$2.5M
Elm Partners Management LLC	0.11%	Reduce -3.6%	103,002	$2.5M
Noble Family Wealth, LLC	0.51%	Reduce -1.8%	99,349	$2.5M
West Paces Advisors Inc.	0.48%	Reduce -18.7%	98,628	$2.5M
Csenge Advisory Group	0.11%	Add +1.5%	98,431	$2.5M
Jackson Hole Capital Partners, LLC	0.41%	Reduce -1.1%	98,358	$2.5M
Red Tortoise LLC	1.04%	Reduce -3.8%	98,340	$2.5M
Segment Wealth Management, LLC	0.14%	Reduce -1.1%	97,666	$2.5M
Mason & Associates, LLC	0.56%	Reduce 0.0%	97,029	$2.4M
Prospera Financial Services Inc	0.04%	Add +8.3%	96,864	$2.4M
Glenmede Trust Co. NA	0.01%	Add +26.9%	96,691	$2.4M
Financial Futures Ltd Liability Co.	1.06%	Add +11.2%	96,394	$2.4M
Great Waters Wealth Management	0.25%	Reduce -0.5%	95,262	$2.4M
Essex LLC	0.42%	Reduce -0.2%	94,306	$2.4M
Mather Group, Llc.	0.02%	Reduce -2.3%	94,111	$2.4M
BOK Financial Private Wealth, Inc.	0.14%	Reduce -3.0%	93,707	$2.4M
Indivisible Partners	0.21%	Reduce -1.5%	92,333	$2.3M
One Capital Management, LLC	0.06%	Add +21.6%	91,802	$2.3M
Holderness Investments Co.	0.46%	Add +0.9%	91,688	$2.3M
Asset Management Group, Inc.	0.37%	Reduce -3.9%	91,489	$2.3M
Ancora Advisors LLC	0.05%	Add +0.8%	91,415	$2.3M
Operose Advisors LLC	0.53%	Add +4.4%	91,062	$2.3M
FAS Wealth Partners, Inc.	0.14%	Reduce -17.1%	90,838	$2.3M
Novare Capital Management LLC	0.18%	Reduce -31.3%	90,582	$2.3M
Panoramic Investment Advisors, LLC	1.23%	Add +0.1%	90,299	$2.3M
Spectrum Asset Management, Inc. (NB/CA)	0.72%	Add +11.6%	89,859	$2.3M
SpringVest Wealth Management LLC	1.53%	Add +4.6%	89,541	$2.2M
Geometric Wealth Advisors	0.28%	Reduce -1.2%	89,306	$2.2M
Perigon Wealth Management, LLC	0.04%	Add +2.4%	88,794	$2.2M
Texas Yale Capital Corp.	0.06%	No change	88,351	$2.2M
Weaver Capital Management LLC	0.48%	Reduce -0.1%	88,190	$2.2M
Modera Wealth Management, LLC	0.03%	Reduce -0.3%	88,060	$2.2M
Prestige Wealth Management Group LLC	0.43%	Reduce -7.5%	88,047	$2.2M
Hendershot Investments Inc.	0.29%	Add +1.8%	87,244	$2.2M
GM Advisory Group, LLC	0.08%	New	86,934	$2.2M
Pinnacle Associates Ltd.	0.03%	Add +3.3%	86,806	$2.2M
Nicholas Hoffman & Company, LLC.	0.05%	Add +23.6%	86,775	$2.2M
Callahan Advisors, LLC	0.18%	Add +12.3%	86,689	$2.2M
Orion Porfolio Solutions, LLC	0.02%	Reduce -46.6%	86,460	$2.2M
Ami Investment Management Inc.	0.49%	Reduce -1.5%	85,987	$2.2M
Traphagen Investment Advisors LLC	0.17%	Reduce -0.5%	85,557	$2.1M
Natixis Advisors, LLC	0.00%	Reduce -7.5%	85,169	$2.1M
Financial Management Professionals, Inc.	0.24%	Reduce -1.2%	85,074	$2.1M
Weik Capital Management	0.85%	Add +3.6%	85,055	$2.1M
Barden Capital Management, Inc.	1.82%	Reduce -3.0%	84,982	$2.1M
Howe & Rusling Inc.	0.14%	Reduce -3.7%	84,967	$2.1M
NewEdge Wealth, LLC	0.03%	Reduce -22.7%	84,469	$2.1M
D'Orazio & Associates, Inc.	0.27%	Add +0.0%	83,729	$2.1M
CX Institutional	0.06%	Reduce -34.7%	83,701	$2.1M
Baird Financial Group, Inc.	0.00%	Reduce -0.6%	83,157	$2.1M
First National Bank of Mount Dora, Trust Investment Services	0.45%	Add +1.4%	83,063	$2.1M
Quadrant Capital Group LLC	0.06%	Add +1.3%	82,896	$2.1M
Keybank National Association	0.01%	Reduce -9.9%	82,841	$2.1M
Adams Wealth Management	0.46%	Add +2.9%	82,652	$2.1M
CacheTech Inc.	0.40%	Add +2.9%	82,652	$2.1M
Kingswood Wealth Advisors, LLC	0.10%	Add +14.6%	82,559	$2.1M
Capital Advisors Inc.	0.03%	Add +1.9%	82,473	$2.1M
Selective Wealth Management, Inc.	0.60%	No change	73,712	$2.0M
NorthCrest Asset Manangement, LLC	0.06%	New	79,529	$2.0M
Bank of New York Mellon Corp	0.00%	Reduce -4.8%	80,042	$2.0M
Clear Retirement Advice LLC	1.57%	Add +11.5%	79,917	$2.0M
Aspiriant, LLC	0.06%	No change	79,715	$2.0M
Van Cleef Asset Management,Inc	0.22%	Reduce -6.0%	79,668	$2.0M
Souders Financial Advisors	0.23%	Reduce -12.1%	79,638	$2.0M
IHT Wealth Management, LLC	0.05%	Add +4.1%	78,389	$2.0M
Zions Bancorporation, National Association	0.13%	New	78,000	$2.0M
Regent Peak Wealth Advisors LLC	0.40%	Add +0.6%	77,692	$2.0M
Kera Capital Partners, Inc.	0.24%	Add +1.4%	77,572	$1.9M
Modus Advisors, LLC	0.53%	Reduce -0.8%	76,678	$1.9M
Exchange Bank	1.33%	Reduce -0.8%	76,500	$1.9M
Sjbenen Advisory, LLC	1.61%	Reduce -27.3%	76,428	$1.9M
Arkadios Wealth Advisors	0.03%	Add +91.1%	75,144	$1.9M
Curi Capital, LLC	0.03%	Add +0.8%	75,122	$1.9M
Sigma Investment Counselors Inc.	0.10%	Reduce -46.5%	74,975	$1.9M
Pure Financial Advisors, LLC	0.03%	Reduce -1.8%	74,647	$1.9M
Concurrent Investment Advisors, LLC	0.02%	Add +35.8%	74,568	$1.9M
Luminvest Wealth Management LLC	0.49%	Reduce -0.6%	74,021	$1.9M
Fisher Asset Management	0.00%	Add +518.1%	73,863	$1.9M
Sawgrass Asset Management LLC	0.28%	Add +0.4%	73,715	$1.9M
Bigelow Investment Advisors, LLC	0.73%	Reduce -15.5%	73,080	$1.8M
Kestra Private Wealth Services, LLC	0.02%	Add +12.9%	71,991	$1.8M
Sanctuary Advisors, LLC	0.01%	Add +0.3%	71,908	$1.8M
SteelPeak Wealth, LLC	0.06%	Reduce -4.7%	71,391	$1.8M
World Investment Advisors	0.03%	Add +26.1%	70,631	$1.8M
Newman Dignan & Sheerar, Inc.	0.37%	Reduce -0.1%	69,974	$1.8M
Redhawk Wealth Advisors, Inc.	0.19%	Reduce -1.5%	69,952	$1.8M
Silver Oak Securities, Incorporated	0.13%	Reduce -7.7%	69,915	$1.8M
Axos Invest Inc.	1.33%	Reduce -25.2%	69,850	$1.8M
WFA of San Diego, LLC	1.41%	Reduce -6.0%	69,642	$1.7M
Gradient Capital Advisors, LLC	0.45%	Add +0.5%	69,550	$1.7M
North Forty Two & Co.	1.60%	Add +0.2%	69,099	$1.7M
Vanguard Advisers Inc.	0.01%	—	68,831	$1.7M
Fiduciary Group, LLC	0.15%	Reduce -2.7%	68,702	$1.7M
Eley Financial Management, Inc	0.62%	Add +0.2%	68,231	$1.7M
Bogart Wealth, LLC	0.07%	Add +15.4%	68,100	$1.7M
Diversified Trust Co.	0.03%	Add +87.3%	68,076	$1.7M
Tolleson Wealth Management, Inc.	0.25%	Reduce 0.0%	67,977	$1.7M
Keeler & Nadler Financial Planning & Wealth Management	0.58%	Reduce -2.0%	67,823	$1.7M
CMH Wealth Management LLC	0.29%	New	67,270	$1.7M
NorthCoast Asset Management LLC	0.04%	Reduce -1.2%	67,263	$1.7M
Sunpointe, LLC	0.55%	Add +105.5%	67,012	$1.7M
waypoint wealth counsel	0.87%	Reduce -35.2%	66,985	$1.7M
S.A. Mason LLC	0.63%	Reduce -0.4%	66,845	$1.7M
FSM Wealth Advisors, LLC	0.22%	Add +0.1%	66,819	$1.7M
Missouri Trust & Investment Co	0.48%	Add +2.6%	65,645	$1.6M
CGN Advisors LLC	0.13%	Reduce -2.7%	65,359	$1.6M
Vestmark Advisory Solutions, Inc.	0.02%	Add +529.8%	64,507	$1.6M
Mgo One Seven LLC	0.03%	Reduce -1.7%	64,223	$1.6M
Blossom Wealth Management	2.39%	Add +3.8%	64,166	$1.6M
Private Trust Co. NA	0.14%	Add +3.9%	63,513	$1.6M
BSW Wealth Partners	0.19%	Reduce -0.1%	63,496	$1.6M
Abacus Planning Group, Inc.	0.21%	Reduce -25.9%	63,216	$1.6M
Steward Partners Investment Advisory, LLC	0.01%	Reduce -7.1%	62,979	$1.6M
RKL Wealth Management LLC	0.14%	Reduce -4.5%	62,923	$1.6M
Advisory Services Network, LLC	0.02%	Add +2.8%	62,672	$1.6M
LexAurum Advisors, LLC	0.20%	—	62,541	$1.6M
Envision Financial LLC	0.84%	Add +23.0%	62,212	$1.6M
Lionshead Wealth Management, LLC	1.14%	Add +32.1%	61,656	$1.5M
Earned Wealth Advisors, LLC	0.10%	Reduce -8.6%	61,451	$1.5M
Lake Street Private Wealth, LLC	0.20%	No change	61,200	$1.5M
REDW Wealth LLC	0.61%	Reduce -0.2%	61,041	$1.5M
Smartleaf Asset Management LLC	0.06%	Add +20.1%	62,775	$1.5M
HUB Investment Partners, LLC	0.04%	Reduce -4.7%	59,609	$1.5M
HRT Financial LP	0.00%	New	59,137	$1.5M
Everstar Asset Management, LLC	0.79%	Reduce -2.6%	58,964	$1.5M
Fifth Third Bancorp	0.00%	Add +45.6%	58,736	$1.5M
Wealth Architects, LLC	0.13%	Add +2.9%	58,610	$1.5M
Composition Wealth, LLC	0.02%	Reduce -12.4%	58,228	$1.5M
D.A. Davidson & Co.	0.01%	Add +5.4%	57,812	$1.5M
Northern Lights Advisors, Inc.	0.98%	Add +0.0%	57,455	$1.4M
Main Street Group, LTD	0.46%	Reduce -14.2%	57,384	$1.4M
Riverchase Wealth Management, LLC	0.75%	No change	57,249	$1.4M
Diversify Wealth Management, LLC	0.03%	Add +33.1%	52,350	$1.4M
Signature Resources Capital Management, LLC	0.68%	Reduce -0.2%	57,176	$1.4M
Commerce Bank	0.01%	Add +348.1%	56,802	$1.4M
RMG Wealth Management LLC	0.16%	Reduce -10.6%	50,005	$1.4M
Larson Financial Group LLC	0.05%	Reduce -2.4%	56,582	$1.4M
Bailard, Inc.	0.03%	Reduce -4.3%	56,274	$1.4M
Foundations Investment Advisors, LLC	0.02%	Add +3.6%	55,500	$1.4M
CoreCap Advisors, LLC	0.05%	Add +2.1%	55,425	$1.4M
Brookwood Investment Group LLC	0.18%	Reduce -0.6%	55,366	$1.4M
Morling Financial Advisors, LLC	0.43%	Reduce -2.7%	55,361	$1.4M
Ullmann Wealth Partners Group, LLC	0.14%	No change	55,028	$1.4M
Fonville Wealth Management LLC	0.26%	Reduce -1.5%	54,920	$1.4M
Provident Living Financial Services, Inc.	1.52%	Add +0.0%	54,785	$1.4M
Staley Capital Advisers Inc.	0.06%	Reduce -16.3%	54,723	$1.4M
Prevail Innovative Wealth Advisors, LLC	0.23%	Add +6.6%	54,614	$1.4M
Westbourne Investments, Inc.	0.65%	Add +0.6%	54,537	$1.4M
PDS Planning, Inc	0.09%	Add +0.2%	54,220	$1.4M
Freedom Financial Partners LLC	0.48%	Reduce -2.8%	53,140	$1.3M
Grant Street Asset Management, Inc.	0.26%	Add +2.1%	53,104	$1.3M
Pasadena Private Wealth, LLC	0.18%	No change	52,916	$1.3M
Firethorn Wealth Partners, LLC	0.48%	Reduce -0.3%	52,546	$1.3M
Seascape Capital Management	0.38%	Add +0.4%	52,234	$1.3M
KLCM Advisors, Inc.	0.11%	Add +4.6%	51,631	$1.3M
Hurley Capital, LLC	0.69%	Add +3.5%	51,361	$1.3M
Avantax Planning Partners, Inc.	0.04%	Reduce -4.2%	51,316	$1.3M
Physician Wealth Solutions Inc.	0.53%	No change	50,619	$1.3M
Acorn Wealth Advisors, LLC	0.37%	Reduce -1.8%	50,089	$1.3M
Greenspring Advisors, LLC	0.08%	Add +3.7%	49,852	$1.3M
AE Wealth Management LLC	0.01%	Add +36.9%	48,801	$1.2M
Elwood & Goetz Wealth Advisory Group, LLC	0.21%	Add +0.3%	48,683	$1.2M
Attessa Capital LLC	0.66%	Reduce -6.6%	48,605	$1.2M
Encompass More Asset Management	0.21%	New	48,497	$1.2M
W.H. Cornerstone Investments Inc.	0.76%	Reduce -21.6%	48,348	$1.2M
Integrated Advisors Network LLC	0.06%	Reduce -13.5%	48,096	$1.2M
Foresight Capital Management Advisors, Inc.	0.67%	Add +0.3%	47,725	$1.2M
Cornerstone Planning, LLC	0.27%	Reduce -2.6%	47,712	$1.2M
Tandem Investment Partners LLC	1.01%	Add +4.8%	47,644	$1.2M
MML Investors Services, LLC	0.00%	Reduce -32.8%	47,569	$1.2M
Midwest Financial Group LLC	0.50%	Add +0.3%	47,004	$1.2M
Keebeck Wealth Management	0.13%	Reduce -6.0%	46,980	$1.2M
Penobscot Investment Management Company, Inc.	0.09%	Reduce -0.4%	46,720	$1.2M
Tiemann Investment Advisors, LLC	0.46%	Add +152.9%	46,476	$1.2M
Whitaker-Myers Wealth Managers, LTD.	0.23%	Reduce -2.9%	45,999	$1.2M
Tompkins Financial Corp.	0.09%	Reduce -0.4%	45,532	$1.1M
Smith & Howard Wealth Management, LLC	0.25%	No change	45,488	$1.1M
EverSource Wealth Advisors, LLC	0.03%	Reduce -5.0%	45,398	$1.1M
L.K. Benson & Company, P.C.	0.38%	Add +0.1%	45,263	$1.1M
Principal Securities, Inc.	0.02%	Add +52.9%	45,170	$1.1M
Elevation Point Wealth Partners, LLC	0.03%	Add +339.4%	45,006	$1.1M
Guardian Wealth Management, Inc.	0.61%	Reduce -20.4%	44,173	$1.1M
Oarsman Capital, Inc.	0.14%	Reduce -3.9%	43,780	$1.1M
Ballast Rock Private Wealth LLC	0.61%	Add +0.0%	43,778	$1.1M
Colorado Capital Management, Inc.	0.41%	Add +0.3%	43,563	$1.1M
Oakwell Private Wealth Management, LLC	0.20%	No change	43,541	$1.1M
Smith Salley Wealth Management	0.05%	Reduce -2.4%	42,928	$1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.03%	Add +0.3%	42,749	$1.1M
Ketron Financial	0.38%	Add +19.1%	42,306	$1.1M
SVB Wealth LLC	0.07%	Reduce -15.1%	42,278	$1.1M
Hamilton Wealth, LLC	0.21%	No change	42,246	$1.1M
Bridgewater Advisors Inc.	0.06%	Add +2.7%	37,107	$1.1M
WLTH Capital Management, LLC	0.82%	Reduce -0.6%	41,751	$1.0M
Twelve Points Wealth Management LLC	0.23%	No change	41,650	$1.0M
BLB&B Advisors, LLC	0.04%	Add +2.1%	41,621	$1.0M
Summit Place Financial Advisors, LLC	0.50%	Add +1.0%	41,614	$1.0M
Roffman Miller Associates Inc.	0.06%	Add +4.5%	41,603	$1.0M
Mengis Capital Management, Inc.	0.18%	Reduce -2.2%	41,354	$1.0M
Traction Financial Partners, LLC	0.64%	Add +16.8%	41,256	$1.0M
Altus Wealth Group LLC	0.42%	Add +0.3%	41,066	$1.0M
FF Advisors,LLC	0.42%	Reduce -7.3%	37,597	$1.0M
Legacy Wealth Management, LLC	0.06%	Add +7.3%	40,803	$1.0M
Barrett & Company, Inc.	0.35%	Add +0.1%	40,662	$1.0M
Capital Advisors, Ltd. LLC	0.12%	Reduce -3.2%	40,541	$1.0M
Burkett Financial Services, LLC	0.35%	Reduce -8.8%	40,451	$1.0M
Greenleaf Trust	0.01%	No change	40,350	$1.0M
Quantify Chaos Advisors, LLC	3.14%	Reduce -5.1%	40,168	$1.0M
Waycross Investment Management Co	0.96%	Add +0.5%	39,857	$1.0M
Soltis Investment Advisors LLC	0.06%	Add +3.2%	39,702	$997K
Miller Capital Partners, Inc.	0.48%	Add +0.9%	39,323	$987K
BlueStem Wealth Partners, LLC	0.11%	Add +1.0%	39,079	$981K
Range Advisory, LLC	0.18%	Add +28.9%	38,956	$978K
Evanson Asset Management, LLC	0.05%	Reduce -3.3%	38,954	$978K
Evermay Wealth Management LLC	0.11%	Reduce -0.3%	38,893	$976K
One Day In July LLC	0.08%	No change	38,790	$974K
Pinnacle Family Advisors, LLC	0.45%	Reduce -14.9%	38,410	$964K
Madrid Wealth Management, LLC	0.72%	Add +2.5%	37,857	$950K
Vise Technologies, Inc.	0.02%	No change	36,050	$946K
Citigroup Inc.	0.00%	Add +43.8%	37,604	$944K
One Wealth Management Investment & Advisory Services, LLC	1.14%	Reduce -0.4%	37,585	$943K
Ironwood Financial, llc	0.16%	Reduce -1.4%	37,510	$941K
Milestones Private Investment Advisors LLC	0.83%	Reduce -75.7%	37,466	$940K
Diligent Investors, LLC	0.23%	Add +0.0%	37,413	$939K
CAP Partners, LLC	0.53%	Reduce -0.1%	37,257	$935K
Abound Wealth Management	0.21%	Add +16.5%	36,801	$924K
High Probability Advisors, LLC	0.12%	Reduce -4.8%	36,623	$919K
Westmount Partners, LLC	0.23%	Add +11.2%	36,526	$917K
Phocas Financial Corp.	0.14%	No change	36,417	$914K
Country Trust Bank	0.02%	No change	36,050	$905K
Bedel Financial Consulting, Inc.	0.10%	Add +0.1%	35,869	$900K
Waterloo Capital, L.P.	0.06%	Reduce -6.6%	35,765	$898K
MainStreet Investment Advisors LLC	0.13%	Reduce -2.0%	35,500	$891K
MassMutual Private Wealth & Trust, FSB	0.02%	Reduce -2.0%	35,500	$891K
Eaton Financial Holdings Company, LLC	0.29%	Reduce -1.2%	35,440	$890K
Indie Asset Partners, LLC	1.01%	Reduce -7.1%	35,218	$884K
Burton Enright Welch	0.12%	Reduce -1.2%	35,136	$882K
Williams Jones Wealth Management, LLC.	0.01%	New	35,020	$879K
Chilton Capital Management LLC	0.03%	Reduce -13.6%	34,988	$878K
Franklin Resources Inc.	0.00%	Reduce -3.1%	34,948	$877K
Monograph Wealth Advisors, LLC	0.08%	No change	34,485	$866K
DecisionMap Wealth Management, LLC	0.56%	Reduce -1.2%	34,414	$864K
Aegis Wealth Management LLC	0.49%	Reduce -1.0%	34,357	$862K
Adkins Seale Capital Management LLC	0.85%	No change	34,200	$858K
Gilpin Wealth Management, LLC	0.68%	Add +0.8%	34,159	$857K
Wealthgarden F.S. LLC	0.58%	Add +1.2%	34,107	$856K
Rockwood Wealth Management, LLC	0.06%	New	33,898	$851K
Lawood & Co.	0.78%	No change	33,510	$841K
DecisionPoint Financial, LLC	0.18%	No change	33,423	$839K
NorthRock Partners, LLC	0.01%	Add +16.4%	33,258	$835K
Next Capital Management LLC	0.25%	Add +0.3%	33,218	$834K
Beacon Capital Management, LLC	0.15%	Add +0.0%	33,205	$833K
Mason & Associates Inc	0.16%	Add +0.0%	34,132	$832K
Continuum Wealth Advisors, LLC	0.35%	Reduce -0.4%	33,157	$832K
Mission Creek Capital Partners, Inc.	0.16%	Reduce -1.2%	32,780	$823K
Gerber Kawasaki Wealth & Investment Management	0.03%	Add +4.0%	32,707	$821K
Geneos Wealth Management Inc.	0.02%	Reduce -4.5%	32,553	$817K
Foster Victor Wealth Advisors, LLC	0.05%	Reduce -1.6%	30,465	$817K
Consilium Wealth Advisory, LLC	0.28%	Reduce -6.0%	32,405	$813K
Freestone Capital Holdings, LLC	0.02%	Add +0.8%	32,392	$813K
Hudock, Inc.	0.12%	Add +0.1%	32,174	$808K
Marquette Associates, Inc.	0.87%	No change	31,993	$803K
AdvisorNet Financial, Inc	0.04%	Reduce -0.3%	31,824	$799K
LaSalle St. Investment Advisors, LLC	0.11%	No change	31,787	$798K
Magnus Financial Group LLC	0.07%	Add +10.4%	31,735	$797K
Builder Investment Group Inc.	0.17%	Add +1.3%	31,570	$792K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -0.1%	31,470	$790K
Ironwood Investment Counsel, LLC	0.11%	Add +0.1%	31,284	$785K
Plancorp, LLC	0.02%	Add +0.2%	29,866	$783K
Veracity Capital LLC	0.28%	No change	31,020	$779K
Wealthcare Capital Management LLC	0.08%	No change	30,952	$777K
Joel Isaacson & Co., LLC	0.03%	Add +0.3%	30,940	$777K
Three Bearings Fiduciary Advisors, Inc.	0.75%	No change	30,815	$773K
Womack Financial LLC	0.57%	Add +2.9%	30,604	$768K
Tidal Investments LLC	0.00%	Add +16.8%	30,588	$768K
Forum Financial Management, LP	0.01%	Reduce -9.1%	30,502	$766K
Costello Asset Management, INC	0.26%	Reduce -0.3%	30,457	$764K
OneAscent Wealth Management LLC	0.25%	No change	30,162	$757K
Pinnacle Wealth Management Advisory Group, LLC	0.05%	Add +11.3%	30,036	$754K
Callan Family Office, LLC	0.02%	No change	30,000	$753K
Hills Bank & Trust Co	0.04%	No change	30,000	$753K
Bowie Capital Management, LLC	0.04%	No change	30,000	$753K
Rehmann Capital Advisory Group	0.04%	Reduce -1.8%	29,926	$751K
Tannin Capital LLC	0.54%	Add +0.0%	29,703	$746K
Horizon Investment Services, LLC	0.26%	Add +0.0%	29,508	$741K
BNC Wealth Management, LLC	0.20%	Reduce -2.8%	29,423	$739K
North Star Investment Management Corp.	0.04%	No change	29,352	$737K
Northern Capital Management, Inc.	0.37%	Reduce -27.9%	29,119	$731K
GatePass Capital, LLC	0.36%	Reduce -9.4%	29,090	$730K
Crewe Advisors LLC	0.06%	Reduce -3.1%	29,033	$729K
Muirfield Wealth Advisors LLC	0.53%	Reduce -2.5%	28,940	$726K
Avidian Wealth Enterprises, LLC	0.02%	Add +0.4%	28,236	$709K
Bantamac Capital, LLC	0.52%	No change	28,200	$708K
Foundation Wealth Management, LLC\PA	0.25%	No change	28,046	$704K
Fulcrum Equity Management	0.68%	Reduce -33.6%	27,885	$700K
Capital Analysts, LLC	0.02%	Add +0.2%	27,834	$699K
Signature Estate & Investment Advisors LLC	0.01%	Add +5.5%	27,845	$699K
Twele Capital Management, Inc.	0.12%	Reduce -0.4%	27,829	$699K
True Blue Financial, LLC	0.55%	Add +88.2%	27,801	$698K
Advisortrust Partners, LLC	0.29%	Reduce -3.9%	27,797	$698K
Total Clarity Wealth Management, Inc.	0.16%	Add +49.4%	27,647	$694K
KilterHowling LLC	0.35%	Add +180.3%	27,269	$684K
Cahill Financial Advisors Inc.	0.07%	Reduce -18.9%	27,260	$684K
KRM Wealth Management L.L.C.	0.35%	Add +0.2%	27,142	$681K
Sightline Wealth Advisors, LLC	0.29%	Add +0.7%	27,089	$680K
Scott & Selber, Inc.	0.18%	Reduce -1.4%	27,072	$680K
Pacific Capital Wealth Advisors, Inc.	0.11%	No change	27,000	$678K
Perennial Advisors, LLC	0.12%	Reduce -0.1%	26,981	$677K
Townsend Asset Management Corp. /NC/	0.24%	Reduce -15.4%	26,972	$677K
BIP Wealth, LLC	0.03%	Add +5.6%	26,855	$674K
Perryman Financial Advisory Inc.	0.10%	Add +0.2%	26,851	$674K
Cahaba Wealth Management, Inc.	0.05%	Add +0.3%	26,697	$670K
Baker Tilly Wealth Management, LLC	0.16%	Add +0.1%	26,619	$668K
Apex Wealth Management, LLC	0.46%	Reduce -19.4%	26,552	$666K
Grandview Asset Management LLC	0.19%	New	25,644	$664K
Denver PWM, LLC	0.23%	Reduce -21.0%	23,325	$663K
Apella Capital, LLC	0.01%	Add +30.4%	24,046	$660K
Cornerstone Advisors Asset Management, LLC	0.10%	Add +0.3%	26,236	$659K
Advisor OS, LLC	0.05%	Add +0.1%	26,221	$658K
Patton Albertson Miller Group, LLC	0.08%	Reduce -1.7%	26,065	$654K
Clearstead Advisors, LLC	0.01%	Add +16.8%	26,060	$654K
McAdam, LLC	0.03%	Reduce -1.6%	25,944	$651K
R. W. Roge & Company, Inc.	0.31%	Reduce -6.9%	25,969	$651K
Stratos Wealth Partners, LTD.	0.01%	Reduce -4.7%	25,655	$644K
Greenline Partners, LLC	0.07%	Add +0.3%	25,118	$630K
Shepherd Street Advisors LLC	0.62%	Add +8.3%	25,117	$630K
Aletheian Wealth Advisors LLC	0.31%	—	25,109	$630K
Pinnacle Bancorp, Inc.	0.19%	No change	25,092	$630K
Walkner Condon Financial Advisors LLC	0.08%	Add +7.5%	25,092	$630K
Shakespeare Wealth Management, LLC	0.15%	No change	25,089	$630K
FRG Family Wealth Advisors LLC	0.10%	Add +40.3%	25,075	$629K
Hamilton Point Investment Advisors, LLC	0.10%	No change	25,067	$629K
OLIO Financial Planning	0.17%	No change	24,779	$622K
Root Financial Partners, LLC	0.03%	Reduce -0.9%	24,183	$607K
Ewa, LLC	0.14%	Reduce -16.7%	24,139	$606K
Tennessee Valley Asset Management Partners	0.08%	New	24,122	$605K
Integris Wealth Management, LLC	0.14%	No change	24,107	$605K
Reliant Wealth Planning	0.18%	Reduce -11.7%	24,003	$602K
Summit Asset Management, LLC	0.08%	Reduce -5.1%	23,964	$601K
Rollins Financial Advisors, LLC	0.09%	No change	23,877	$599K
Apollon Wealth Management, LLC	0.01%	Reduce -17.7%	23,798	$597K
Centric Wealth Management	0.12%	New	21,359	$592K
SHUTTLEWORTH & Co	0.53%	Add +3.8%	23,523	$590K
SouthState Bank Corp	0.03%	Reduce -9.2%	23,521	$590K
IRON Financial LLC	0.26%	Reduce -0.4%	23,441	$588K
Tritonpoint Wealth, LLC	0.06%	No change	23,412	$588K
Daymark Wealth Partners, LLC	0.02%	No change	23,335	$586K
GS Investments, Inc.	0.33%	No change	23,220	$583K
Aquire Wealth Advisors, LLC	0.15%	Add +1.1%	23,143	$581K
Capstone Financial Advisors, Inc.	0.03%	Reduce -1.7%	22,871	$574K
Foster & Motley Inc.	0.03%	Reduce -4.0%	22,860	$574K
Annex Advisory Services, LLC	0.01%	Reduce -2.3%	22,780	$572K
Black Diamond Financial, LLC	0.06%	Add +13.6%	22,768	$572K
Custos Family Office, LLC	0.39%	No change	22,503	$565K
Blue Trust, Inc.	0.01%	Reduce -0.7%	22,489	$564K
Schrum Private Wealth Management LLC	0.43%	Add +0.3%	22,386	$562K
Kilner Capital Advisors, LLC	0.54%	Add +11.9%	22,336	$561K
Landaas & Co. /Wi	0.12%	New	22,280	$559K
Lanark Financial, Inc.	0.04%	Reduce -1.0%	22,263	$559K
Total Investment Management Inc.	0.06%	Add +0.9%	22,077	$554K
Stone Summit Wealth LLC	0.15%	Add +0.0%	21,859	$549K
Traynor Capital Management, Inc.	0.03%	Add +24.4%	22,476	$548K
Mayflower Financial Advisors, LLC	0.07%	No change	21,807	$547K
Faithward Advisors, LLC	0.08%	Reduce -1.7%	21,795	$547K
Bennett Selby Investments LP	0.19%	Add +0.2%	21,776	$547K
Prepared Retirement Institute LLC	0.27%	Add +0.5%	21,739	$546K
Vanguard Capital Wealth Advisors	0.51%	Add +0.7%	21,685	$544K
Argent Trust Co	0.02%	No change	21,636	$543K
Clay Northam Wealth Management, LLC	0.30%	Reduce -5.1%	21,521	$540K
Sovereign Financial Group, Inc.	0.09%	Add +0.1%	21,482	$539K
Cullen/Frost Bankers, Inc.	0.01%	No change	21,450	$538K
Roberts Wealth Advisors, LLC	0.14%	New	21,414	$538K
Hirtle & Co., LLC	0.02%	No change	21,347	$536K
Waterford Advisors, LLC	0.17%	No change	21,744	$530K
Smithbridge Asset Management Inc.	0.08%	Reduce -51.5%	21,127	$530K
Shira Ridge Wealth Management	0.21%	No change	21,114	$530K
Keener Financial Planning LLC	0.22%	No change	21,006	$527K
Layline Advisors, LLC	0.59%	—	20,952	$526K
AF Advisors, Inc.	0.29%	Reduce -23.0%	20,749	$521K
Blankinship & Foster, LLC	0.11%	Add +0.0%	20,680	$519K
Goelzer Investment Management, Inc.	0.03%	Reduce -4.8%	20,658	$519K
Per Stirling Capital Management, LLC.	0.06%	Add +0.2%	20,568	$516K
Private Wealth Asset Management, LLC	0.06%	No change	20,551	$516K
Stewardship Concepts Financial Services LLC	0.40%	No change	20,500	$515K
Lederer & Associates Investment Counsel	0.36%	No change	20,474	$514K
Three Bridge Wealth Advisors, LLC	0.14%	Add +0.1%	20,390	$512K
CDKV Holdings LLC	0.45%	Add +0.0%	20,384	$512K
TrustWell Financial Advisors, LLC	0.47%	Reduce -10.7%	20,054	$503K
Summit Wealth Group LLC / Co.	0.05%	New	19,999	$502K
Northstar Financial Companies, Inc.	0.40%	Add +42.9%	19,975	$501K
Broadleaf Partners, LLC	0.12%	Reduce -17.4%	19,968	$501K
Seneca House Advisors	0.20%	Add +1.1%	19,821	$498K
RIA Advisory Group LLC	0.12%	Reduce -0.2%	19,799	$497K
Evergreen Capital Management LLC	0.01%	Add +2.3%	19,776	$496K
Harbor Asset Planning, Inc.	0.42%	Add +0.3%	19,767	$496K
Morris Financial Concepts, Inc.	0.17%	No change	19,691	$494K
Tandem Wealth Advisors LLC	0.22%	Add +95.5%	19,588	$492K
Aull & Monroe Investment Management Corp	0.23%	Add +0.0%	19,585	$492K
Wernau Asset Management Inc.	0.51%	Reduce -22.8%	19,554	$491K
Your Advocates Ltd., LLP	0.15%	Add +0.3%	19,547	$491K
Heritage Oak Wealth Advisors LLC	0.15%	Reduce -3.4%	19,431	$488K
Atlantic Union Bankshares Corp	0.01%	Add +28.8%	19,336	$485K
Team Hewins, LLC	0.14%	Add +79.1%	19,280	$484K
Baldwin Investment Management, LLC	0.06%	Add +0.0%	19,212	$482K
71 West Capital Partners	0.02%	No change	19,185	$482K
Anchor Investment Management, LLC	0.04%	No change	19,086	$479K
Gilbert & Cook, Inc.	0.06%	No change	18,979	$476K
Revolve Wealth Partners, LLC	0.06%	Add +3.5%	18,953	$476K
Allegiance Financial Group Advisory Services LLC	0.09%	No change	18,945	$476K
Clarity Capital Advisors, LLC	0.22%	Add +19.9%	18,874	$474K
Balefire, LLC	0.09%	No change	18,840	$473K
Everett Harris & Co.	0.01%	Add +11.9%	18,775	$471K
Solutions 4 Wealth, Ltd	0.71%	Add +0.8%	18,775	$471K
Cornerstone Planning Group LLC	0.06%	Reduce -0.4%	16,831	$470K
Fulton Breakefield Broenniman LLC	0.03%	Add +2.1%	18,719	$470K
DAVENPORT & Co LLC	0.00%	New	18,698	$469K
Strategic Wealth Partners, Ltd.	0.03%	Reduce -1.3%	18,564	$466K
Clarity Wealth Advisors, LLC	0.10%	Reduce -4.6%	18,556	$466K
Hardin Capital Partners, LLC	0.22%	Add +0.2%	18,521	$465K
Canvas Wealth Advisors, LLC	0.08%	New	18,124	$455K
Shepherd Financial Partners LLC	0.04%	Add +0.3%	18,100	$454K
Royal Capital Wealth Management, LLC	0.28%	Add +0.0%	18,096	$454K
Naviter Wealth, LLC	0.06%	Reduce -16.6%	18,090	$454K
Lakeridge Wealth Management LLC	0.19%	Reduce -3.1%	18,061	$453K
Regions Financial Corp.	0.00%	No change	18,051	$453K
Sage Rhino Capital LLC	0.08%	Add +0.2%	18,031	$453K
Armbruster Capital Management, Inc.	0.07%	Reduce -6.6%	17,971	$451K
IMC-Chicago, LLC	0.01%	New	17,919	$450K
Evoke Wealth, LLC	0.01%	Add +0.0%	17,901	$449K
Old North State Wealth Management, LLC	0.21%	Add +0.3%	17,845	$448K
Physician Wealth Advisors, Inc.	0.06%	Reduce -1.6%	17,818	$447K
Garde Capital, Inc.	0.03%	Add +0.8%	17,774	$446K
Fiducient Advisors LLC	0.06%	Add +1.3%	17,760	$446K
Sage Financial Group Inc.	0.03%	Add +0.5%	17,730	$445K
Nwam LLC	0.03%	Add +0.1%	17,729	$445K
Two Sigma Investments, LP	0.00%	No change	17,700	$444K
Brooklyn Investment Group	0.01%	Add +24.0%	17,562	$441K
Parkside Financial Bank & Trust	0.03%	Reduce -0.6%	17,528	$440K
Jeppson Wealth Management, LLC	0.14%	Reduce -2.0%	17,352	$436K
Jamison Private Wealth Management, Inc.	0.05%	Add +0.2%	17,314	$435K
Weatherly Asset Management L. P.	0.04%	Add +0.5%	17,275	$434K
GC Wealth Management RIA, LLC	0.02%	Add +2.6%	17,178	$431K
Armstrong Advisory Group, Inc.	0.03%	Add +0.1%	17,088	$429K
Fiduciary Alliance LLC	0.03%	Reduce -14.3%	15,790	$426K
Accurate Wealth Management, LLC	0.05%	Reduce -4.5%	16,225	$426K
Arlington Trust Co LLC	0.04%	No change	16,907	$424K
Klingman & Associates, LLC	0.02%	No change	16,862	$423K
American Money Management, LLC	0.07%	No change	16,800	$422K
Jacobs & Co.	0.04%	Add +2.0%	16,772	$421K
United Asset Strategies, Inc.	0.03%	Reduce -0.1%	16,737	$420K
West Financial Advisors, LLC	0.07%	Reduce -3.6%	16,681	$419K
FinArc Investments, Inc.	0.40%	—	16,674	$419K
Coldstream Capital Management Inc.	0.01%	Add +6.4%	16,620	$417K
Canandaigua National Corp.	0.04%	—	16,608	$417K
Front Row Advisors LLC	0.14%	Reduce -0.9%	16,606	$417K
Aviance Capital Partners, LLC	0.05%	Reduce -12.7%	16,563	$416K
Cary Street Partners Financial LLC	0.01%	Reduce -62.8%	16,556	$416K
Baltimore-Washington Financial Advisors, Inc.	0.02%	Add +0.1%	16,525	$415K
Trevian Wealth Management LLC	0.20%	No change	16,490	$414K
Resolute Advisors LLC	0.17%	Add +0.2%	16,479	$414K
Mogy Joel R Investment Counsel Inc.	0.03%	No change	16,398	$412K
Moseley Investment Management Inc.	0.13%	No change	16,376	$411K
Stockman Wealth Management, Inc.	0.05%	Add +0.6%	16,273	$408K
Verum Partners LLC	0.08%	Reduce -4.6%	16,255	$408K
First Citizens Bank & Trust Co.	0.01%	New	16,136	$405K
Gibson Capital, LLC	0.08%	Reduce -5.6%	16,074	$403K
Valeo Financial Advisors, LLC	0.01%	Add +0.0%	16,053	$403K
Murphy & Mullick Capital Management Corp	0.30%	Reduce -3.7%	15,908	$399K
Live Oak Investment Partners	0.23%	No change	15,828	$397K
Barnes Wealth Management Group, Inc	0.20%	Reduce -0.0%	15,822	$397K
Neuberger Berman Group LLC	0.00%	Reduce -1.4%	15,813	$397K
Mosaic Family Wealth Partners, LLC	0.04%	Add +0.3%	15,804	$397K
Appleton Partners Inc.	0.03%	Reduce -2.4%	15,655	$393K
Moneco Advisors, LLC	0.03%	Add +0.1%	15,435	$387K
Bill Few Associates, Inc.	0.09%	Add +1.6%	15,426	$387K
Balentine LLC	0.02%	No change	15,426	$387K
Broadview Financial Management, LLC	0.26%	Add +0.3%	15,411	$387K
Fortune Financial Group, Inc.	0.35%	No change	15,368	$386K
Financial Synergies Wealth Advisors, Inc.	0.04%	Add +0.1%	15,347	$385K
Somerset Group LLC	0.29%	Reduce -8.8%	14,032	$385K
Steffes Financial, Ltd.	0.20%	Add +0.3%	15,294	$384K
John W. Brooker & Co., CPAs	0.60%	Add +0.1%	15,289	$384K
LifeSteps Financial, Inc.	0.24%	Add +2.9%	15,178	$381K
Van Hulzen Asset Management, LLC	0.03%	Reduce -8.4%	15,132	$380K
PFG Investments, LLC	0.02%	Reduce -0.3%	15,006	$377K
Culbertson A N & Co. Inc.	0.05%	No change	15,000	$377K
Triton Financial Group Inc	0.66%	New	14,656	$376K
Fairview Capital Investment Management, LLC	0.02%	No change	14,984	$376K
Winthrop Capital Management, LLC	0.10%	Reduce -0.4%	14,944	$375K
Able Wealth Management LLC	0.10%	No change	14,929	$375K
New Republic Capital, LLC	0.13%	No change	14,839	$372K
Sei Investments Co.	0.00%	New	14,817	$372K
Essex Bank	0.08%	Add +0.1%	14,746	$370K
Legacy Capital Wealth Management, LLC	0.22%	Add +2.6%	14,718	$369K
Vickerman Investment Advisors, Inc.	0.08%	Add +0.3%	14,706	$369K
Adamsbrown Wealth Consultants LLC	0.10%	Reduce -2.5%	14,689	$369K
Edgestream Partners, L.P.	0.01%	Reduce -37.4%	14,625	$367K
Capital Investment Advisors, LLC	0.01%	Add +2.1%	14,571	$366K
Precedent Wealth Partners, LLC	0.07%	No change	14,526	$365K
Expressive Wealth LLC	0.35%	New	12,839	$364K
Capital Group Private Client Services, Inc.	0.01%	Add +0.3%	14,465	$363K
GWN Securities Inc.	0.07%	Add +0.3%	14,391	$361K
North Berkeley Wealth Management, LLC	0.19%	No change	14,382	$361K
Hardy Reed LLC	0.03%	No change	14,351	$360K
Disciplined Investments, LLC	0.13%	Reduce -39.6%	14,334	$360K
CreativeOne Wealth, LLC	0.01%	Reduce -2.0%	14,330	$360K
CDM Financial Counseling Services, Inc.	0.34%	No change	14,280	$358K
Plante Moran Financial Advisors, LLC	0.02%	Add +0.3%	14,233	$357K
Versant Capital Management, Inc	0.04%	Add +0.3%	14,211	$357K
Kohmann Bosshard Financial Services, LLC	0.03%	Add +6.7%	14,196	$356K
SHP Wealth Management	0.03%	No change	14,172	$356K
Gainplan LLC	0.27%	No change	14,145	$355K
Wedbush Securities Inc.	0.01%	Add +0.3%	14,156	$355K
Independent Financial Group, LLC	0.01%	Reduce -3.1%	14,080	$353K
First Growth Capital LLC	0.32%	No change	13,950	$353K
Guardian Wealth Advisors, LLC / NC	0.02%	Add +0.3%	14,037	$352K
Align Financial, LLC	0.20%	Reduce -96.2%	14,030	$352K
Redwood Investment Management, LLC	0.04%	Add +0.3%	14,008	$352K
Tranquility Partners, LLC	0.13%	Add +7.6%	13,997	$351K
Cooke Wealth Management, LLC	0.31%	Add +76.9%	13,972	$351K
Fragasso Financial Advisors Inc	0.02%	Add +20.9%	13,760	$350K
U.S. Capital Wealth Advisors, LLC	0.01%	Add +0.1%	13,881	$348K
Graves Light Lenhart Wealth, Inc.	0.04%	Add +0.0%	13,864	$348K
ZynergyRetirementPlanningLLC	0.21%	No change	13,781	$346K
Opulen Financial Group LLC	0.24%	New	13,772	$346K
Mayport, LLC	0.06%	New	13,698	$344K
J Hagan Capital, Inc.	0.19%	Reduce -31.2%	13,687	$344K
CVFG LLC	0.04%	New	13,616	$342K
American Financial Advisors, LLC	0.05%	Add +0.1%	13,616	$342K
Clear Harbor Asset Management, LLC	0.02%	New	13,614	$342K
Pacific Sun Financial Corp	0.16%	No change	13,520	$339K
TFO Wealth Partners, LLC	0.05%	No change	13,446	$337K
Alaska Wealth Advisors, LLC	0.04%	Reduce -1.8%	13,434	$337K
Washburn Capital Management, Inc.	0.20%	No change	13,396	$336K
Coordinated Financial Services, Inc.	0.20%	Add +11.1%	13,375	$336K
JBGlobal.com LLC	0.33%	No change	13,148	$330K
Index Fund Advisors, Inc.	0.01%	Add +0.1%	13,131	$330K
Advisors Capital Management, LLC	0.00%	Reduce -1.0%	13,086	$328K
Kingsview Wealth Management, LLC	0.00%	Add +3.6%	13,055	$328K
Creative Capital Management Investments LLC	0.09%	No change	13,053	$328K
Silver Lake Advisory, LLC	0.13%	Add +0.2%	13,030	$327K
Ade, LLC	0.16%	No change	13,030	$327K
Heartwood Wealth Advisors LLC	0.03%	No change	12,993	$326K
Generations Wealth, LLC	0.32%	No change	12,990	$326K
Level Wealth Management LLC	0.15%	Reduce -2.0%	12,945	$325K
Berger Financial Group, Inc	0.02%	Reduce -0.4%	12,900	$324K
Apollon Financial, LLC	0.04%	Reduce -11.9%	12,796	$321K
Atlatl Advisers LLC	0.24%	Reduce -0.0%	12,768	$320K
New Perspectives, Inc	0.11%	Reduce -3.1%	12,689	$318K
55 North Private Wealth, LLC	0.08%	No change	12,672	$318K
Choate Investment Advisors	0.01%	No change	12,630	$317K
Red Mountain Financial, LLC	0.30%	Add +9.2%	12,618	$317K
WealthBridge Capital Management, LLC	0.07%	Add +0.1%	12,598	$316K
Cornerstone Enterprises, LLC	0.16%	No change	12,426	$312K
Dravo Bay LLC	0.13%	No change	12,411	$312K
Dynamic Advisor Solutions LLC	0.01%	Reduce -26.5%	12,335	$310K
Briggs Wealth Management, Inc	0.33%	Add +2.6%	12,303	$309K
BostonPremier Wealth LLC	0.16%	Reduce -1.8%	12,286	$308K
Silvercrest Asset Management Group LLC	0.00%	No change	12,257	$308K
Rock Point Advisors, LLC	0.08%	No change	12,243	$307K
Worth Asset Management, LLC	0.11%	Reduce -0.1%	12,239	$307K
Pinion Investment Advisors, LLC	0.07%	Reduce -5.3%	12,232	$307K
Goldstein Advisors, LLC	0.03%	Add +11.6%	12,230	$307K
Venturi Wealth Management, LLC	0.01%	Add +0.2%	12,182	$306K
United Community Bank	0.10%	Add +10.8%	12,175	$306K
5T Wealth, LLC	0.12%	Reduce -2.5%	12,152	$305K
Dock Street Asset Management Inc.	0.03%	Reduce -17.2%	12,053	$303K
Squire Investment Management Company, LLC	0.08%	No change	12,000	$301K
Crescent Grove Advisors, LLC	0.03%	No change	12,000	$301K
McCartney Wealth Management LLC	0.25%	Add +0.3%	11,953	$300K
Echo45 Advisors LLC	0.17%	No change	11,942	$300K
Founders Financial Alliance, LLC	0.05%	Add +0.2%	11,929	$299K
Almanack Investment Partners, LLC.	0.05%	Reduce -6.6%	11,911	$299K
Midwest Trust Co	0.00%	Reduce -7.1%	11,888	$298K
Claris Advisors, LLC / Mo /	0.09%	Add +0.3%	11,885	$298K
Arista Wealth Management, LLC	0.04%	Add +3.5%	11,856	$298K
Grandfield & Dodd, LLC	0.02%	Reduce -1.8%	11,764	$295K
PUREfi Wealth, LLC	0.19%	No change	11,757	$295K
Florida Trust Wealth Management Co	0.01%	Add +14.4%	11,705	$294K
Michels Family Financial, LLC	0.21%	Add +0.3%	11,703	$294K
Carter Financial, LLC	0.25%	No change	11,484	$288K
Market Street Wealth Management Advisors LLC	0.05%	No change	11,468	$288K
Guardian Financial Partners, LLC	0.12%	Add +3.1%	11,402	$286K
Nations Financial Group Inc, /Ia/	0.01%	Reduce -0.3%	11,376	$286K
Paulson Wealth Management Inc.	0.07%	No change	11,357	$285K
Snowden Capital Advisors LLC	0.01%	No change	11,355	$285K
Kwmg, LLC	0.02%	Add +7.9%	11,351	$285K
Aurora Private Wealth, Inc.	0.20%	Reduce -21.5%	10,846	$284K
Virtue Capital Management, LLC	0.04%	Add +0.0%	11,633	$284K
Sentinel Pension Advisors, LLC	0.04%	No change	11,276	$283K
Prairiewood Capital, LLC	0.08%	No change	11,199	$281K
Whittier Trust Co. of Nevada Inc.	0.01%	Reduce -3.5%	11,038	$281K
Cauble & Harre Wealth Management, Inc.	0.22%	Reduce -47.4%	9,852	$280K
Voisard Asset Management Group, Inc.	0.06%	Add +0.9%	11,097	$279K
Bleakley Financial Group, LLC	0.00%	New	11,058	$278K
Noesis Capital Mangement Corp.	0.04%	Reduce -3.3%	11,055	$277K
Pflug Koory, LLC	0.13%	Add +0.1%	10,951	$275K
First Manhattan Co. Llc.	0.00%	New	10,856	$272K
Badgley Phelps Wealth Managers, LLC	0.01%	Reduce -4.4%	10,853	$272K
FPC Investment Advisory, Inc.	0.14%	No change	9,870	$272K
Ifrah Financial Services, Inc.	0.07%	Add +6.0%	10,833	$272K
Rossby Financial, LCC	0.06%	No change	10,737	$272K
Trek Financial, LLC	0.01%	Add +6.4%	10,804	$271K
BlackDiamond Wealth Management, LLC	0.13%	New	10,803	$271K
Baldwin Wealth Partners LLC	0.02%	Reduce -0.0%	10,750	$270K
Vigilare Wealth Management	0.09%	No change	10,716	$269K
Smith Chas P & Associates Pa Cpas	0.01%	No change	10,690	$268K
Broadway Wealth Solutions, Inc.	0.14%	New	10,633	$267K
VERITY Wealth Advisors	0.18%	Reduce -81.1%	10,620	$267K
Orion Capital Management LLC	0.09%	Add +0.3%	10,564	$265K
Councilmark Asset Management, LLC	0.15%	No change	10,500	$264K
Beam Wealth Advisors, Inc.	0.07%	New	10,456	$262K
Everest Financial Group LLC	0.04%	New	10,444	$262K
Planning Center, Inc.	0.03%	Reduce -12.2%	10,431	$262K
ATLas Financial Planning LLC	0.23%	Add +0.2%	10,430	$262K
Napier Financial, LLC	0.06%	No change	10,428	$262K
Titleist Asset Management, LLC	0.02%	Add +0.3%	10,406	$261K
Quadrant Private Wealth Management, LLC	0.04%	Reduce -0.3%	10,354	$260K
Patten Group, Inc.	0.05%	Reduce -0.3%	10,346	$260K
Patten & Patten Inc.	0.02%	Reduce -5.1%	10,305	$259K
Auxano Advisors, LLC	0.05%	No change	10,266	$258K
Quantum Financial Planning Services, Inc.	0.09%	Add +0.3%	10,262	$258K
Telos Capital Management, Inc.	0.02%	No change	10,234	$257K
Nordwand Advisors, LLC	0.04%	No change	10,200	$256K
MJP Associates Inc.	0.03%	Add +0.1%	10,199	$256K
HC Advisors, LLC	0.17%	No change	10,188	$256K
Boyce & Associates Wealth Consulting, Inc.	0.19%	Reduce -8.8%	10,179	$256K
Wealthquest Corp	0.02%	Reduce -10.5%	10,171	$255K
Farringdon Capital, Ltd.	0.06%	New	10,169	$255K
DB Fitzpatrick & Co, Inc	0.22%	Add +3.5%	10,167	$255K
Cypress Wealth Services, LLC	0.04%	Reduce -7.7%	10,094	$253K
Stephens Inc.	0.00%	No change	10,083	$253K
Bright Futures Wealth Management, LLC.	0.17%	Add +0.3%	10,067	$253K
Spire Wealth Management	0.01%	Add +2.8%	9,975	$250K
Liberty Wealth Management LLC	0.03%	Reduce -37.8%	9,967	$250K
Cantor Fitzgerald Investment Advisors L.P.	0.02%	Reduce -0.1%	9,942	$250K
UMB Bank, n.a.	0.00%	No change	9,900	$248K
Ruggaard & Associates LLC	0.10%	Reduce -3.6%	9,887	$248K
Occidental Asset Management, LLC	0.03%	No change	9,880	$248K
ARS Wealth Advisors Group, LLC	0.02%	Add +0.3%	9,838	$247K
Pachira Investments Inc.	0.12%	Reduce -0.3%	9,808	$246K
Sterling Financial Planning, Inc.	0.07%	Add +0.3%	9,727	$244K
Quadcap Wealth Management, LLC	0.03%	Reduce -0.4%	9,703	$244K
49 Wealth Management, LLC	0.02%	Reduce -7.5%	9,672	$243K
Main Management LLC	0.02%	Reduce -7.9%	9,660	$242K
Droms Strauss Advisors Inc. /Mo/	0.06%	No change	9,635	$242K
Grey Fox Wealth Advisors, LLC	0.05%	New	9,620	$241K
Obermeyer Wealth Partners	0.01%	No change	9,600	$241K
Alley Investment Management Company, LLC	0.03%	Reduce -3.7%	9,566	$240K
Diversify Advisory Services, LLC	0.04%	Reduce -47.0%	8,732	$240K
Red Spruce Capital, LLC	0.10%	No change	9,507	$239K
PGIM Custom Harvest LLC	0.00%	Reduce -15.4%	9,480	$238K
BetterWealth, LLC	0.05%	New	9,469	$238K
Riverwater Partners LLC	0.08%	No change	9,461	$237K
Russell Investments Group, Ltd.	0.00%	Reduce -31.6%	9,445	$237K
Flputnam Investment Management Co.	0.00%	No change	9,422	$237K
Glaxis Capital Management, LLC	0.29%	No change	9,371	$235K
Wick Capital Partners, LLC	0.04%	No change	9,354	$235K
WealthShield Partners, LLC	0.03%	Reduce -2.4%	9,339	$234K
Signal Tree Financial Partners LLC	0.18%	New	9,334	$234K
Johnson Bixby & Associates, LLC	0.03%	No change	9,326	$234K
Wedgewood Investors Inc.	0.27%	Add +0.5%	9,317	$234K
BridgePort Financial Solutions, LLC	0.07%	Reduce -0.6%	9,304	$234K
Citizens Financial Group Inc.	0.00%	Reduce -4.4%	9,253	$232K
Sterling Investment Advisors, Ltd.	0.04%	Add +2.5%	9,230	$232K
Act Wealth Management, LLC	0.08%	Add +3.8%	9,183	$231K
Jackson Wealth Management, LLC	0.02%	No change	9,182	$230K
Schnieders Capital Management, Llc.	0.04%	No change	9,150	$230K
Round Rock Advisors LLC	0.04%	Add +0.1%	9,147	$230K
LFG Wealth Partners, LLC	0.14%	New	9,087	$228K
New England Private Wealth Advisors LLC	0.03%	Add +0.0%	9,039	$227K
NerdWallet Wealth Partners, LLC	0.10%	Add +4.5%	9,017	$226K
Vawter Financial, Ltd.	0.10%	No change	9,000	$226K
Dividend Assets Capital, LLC	0.05%	No change	9,000	$226K
Simon Quick Advisors, LLC	0.01%	Reduce -4.2%	8,979	$225K
Aspen Grove Capital, LLC	0.04%	Add +0.1%	8,956	$225K
Aspen Capital Management, LLC	0.06%	Add +6.2%	8,939	$224K
Connecticut Wealth Management, LLC	0.01%	No change	8,928	$224K
Falcon Wealth Planning	0.02%	No change	8,902	$223K
SVRN Asset Management, LLC	0.21%	No change	8,844	$222K
Sherman Wealth Management LLC	0.19%	Add +0.3%	8,821	$221K
Randolph Co Inc	0.02%	Add +6.9%	8,813	$221K
Armor Investment Advisors, LLC	0.08%	Add +0.1%	8,786	$221K
Richard Young Associates, Ltd.	0.17%	Reduce -17.7%	8,770	$220K
SJS Investment Consulting Inc.	0.03%	Add +0.1%	8,766	$220K
Decker Wealth Management LLC	0.05%	No change	8,700	$218K
Bryn Mawr Trust Advisors, LLC	0.01%	No change	8,688	$218K
Gibraltar Capital Management, Inc.	0.04%	No change	8,661	$217K
Secure Asset Management, LLC	0.03%	Reduce -7.0%	8,645	$217K
Sensible Money, LLC	0.07%	Add +3.7%	8,636	$217K
CWS Financial Advisors, LLC	0.06%	No change	8,580	$215K
Certified Advisory Corp	0.02%	Reduce -18.5%	8,559	$215K
Parkway Wealth Management Group, LLC	0.03%	No change	8,172	$215K
Cardinal Point Capital Management ULC	0.01%	No change	8,481	$213K
Hubbell Strickland Wealth Management, LLC	0.08%	Add +0.3%	8,479	$213K
Pennsylvania Capital Management Inc.	0.06%	Add +9.2%	8,462	$212K
Bridges Investment Management Inc.	0.00%	Add +3.2%	8,448	$212K
Strive Financial Group ,LLC	0.11%	Add +0.1%	8,392	$211K
Bucket List Wealth Management, LLC	0.13%	Add +0.3%	8,388	$211K
Becker Capital Management Inc.	0.01%	No change	8,340	$209K
Valtinson Bruner Financial Planning LLC	0.06%	Add +0.3%	8,319	$209K
Sowell Financial Services LLC	0.01%	Reduce -57.3%	8,304	$208K
Accelerate Investment Advisors LLC	0.14%	Add +0.1%	8,271	$208K
NWF Advisory Services Inc.	0.02%	New	8,268	$208K
Glenview Trust Co	0.00%	Reduce -22.1%	8,235	$207K
Brand Asset Management Group, Inc.	0.05%	Add +1.0%	8,205	$206K
Tower Bridge Advisors	0.02%	New	8,200	$206K
Fiduciary Advisors, Inc.	0.15%	Add +0.3%	8,182	$205K
Elite Life Management LLC	0.26%	New	7,221	$205K
Balboa Wealth Partners	0.03%	No change	8,128	$204K
White Pine Investment CO	0.05%	Reduce -1.1%	8,131	$204K
Ted Buchan & Co	0.07%	New	8,127	$204K
RMR Capital Management, LLC	0.15%	No change	8,088	$203K
Lyell Wealth Management, LP	0.01%	No change	8,056	$202K
Robinswood Financial LLC	0.06%	Reduce -10.2%	8,052	$202K
Pacific Point Advisors, LLC	0.11%	No change	7,972	$200K
Qube Research & Technologies Ltd	0.00%	Reduce -70.6%	7,924	$199K
Old Second National Bank of Aurora	0.04%	Reduce -4.9%	7,849	$197K
Sherry Group, Inc.	0.22%	No change	7,848	$197K
Friedenthal Financial	0.10%	Add +8.6%	7,790	$196K
First Command Advisory Services, Inc.	0.00%	No change	7,740	$194K
Acropolis Investment Management, LLC	0.01%	No change	7,724	$194K
Frankly Finances, LLC	0.17%	No change	7,686	$193K
Bessemer Group Inc.	0.00%	Add +25.9%	7,554	$190K
Biltmore Family Office, LLC	0.03%	Reduce -0.2%	7,505	$188K
Quantum Capital Management, LLC / NJ	0.02%	Reduce -8.3%	7,417	$186K
Bokf, NA	0.00%	No change	7,368	$185K
Tidemark, LLC	0.05%	Add +0.3%	7,181	$180K
Pacific Center for Financial Services	0.04%	Add +1.9%	7,059	$177K
Sage Mountain Advisors LLC	0.01%	Add +9.5%	6,868	$172K
Carolina Wealth Advisors, LLC	0.07%	Reduce -54.7%	6,797	$171K
Ares Financial Consulting, LLC	0.13%	No change	155,951	$170K
Community Financial Services Group, LLC	0.03%	New	6,410	$162K
Princeton Global Asset Management LLC	0.03%	Reduce -8.7%	6,264	$157K
Hollencrest Capital Management	0.01%	No change	6,075	$152K
Piscataqua Savings Bank	0.11%	New	6,036	$151K
Peoples Financial Services Corp.	0.07%	No change	6,000	$151K
Richardson Capital Management LLC	0.07%	Add +0.3%	5,731	$144K
Halbert Hargrove Global Advisors, LLC	0.01%	No change	5,664	$142K
Glassman Wealth Services	0.02%	Reduce -37.4%	5,579	$140K
Providence Capital Advisors, LLC	0.02%	Add +2.3%	5,339	$134K
Wellington Grp LLC	0.04%	No change	5,187	$130K
Scarborough Advisors, LLC	0.01%	New	5,128	$129K
Key Financial Inc	0.02%	No change	5,087	$128K
Raffa Wealth Management, LLC	0.02%	Reduce -5.2%	4,974	$125K
Bangor Savings Bank	0.01%	Add +0.3%	4,973	$125K
PFC Capital Group, Inc.	0.05%	Reduce -6.3%	4,976	$124K
Montag A & Associates Inc.	0.01%	Add +26.2%	4,883	$123K
Moisand Fitzgerald Tamayo, LLC	0.01%	Reduce -30.1%	4,795	$120K
Legacy Wealth Managment, LLC	0.06%	Add +125.7%	4,762	$120K
Quent Capital, LLC	0.01%	Reduce -3.0%	4,695	$118K
Investors Research Corp	0.02%	Reduce -9.6%	4,693	$118K
Hantz Financial Services, Inc.	0.00%	Add +132.8%	4,572	$115K
Ashton Thomas Private Wealth, LLC	0.00%	New	4,516	$113K
Retiremitten Financial LLC	0.05%	—	4,380	$110K
Whittier Trust Co.	0.00%	No change	4,191	$107K
McIlrath & Eck, LLC	0.01%	Reduce -5.6%	4,230	$106K
Elevated Capital Advisors, LLC	0.03%	No change	4,170	$105K
Leo H. Evart, Inc.	0.09%	—	4,033	$101K
Pacifica Partners Inc.	0.03%	No change	3,996	$100K
Ameriflex Group, Inc.	0.05%	No change	3,975	$100K
GAMMA Investing LLC	0.00%	Add +167.5%	3,868	$97K
CENTRAL TRUST Co	0.00%	Reduce -32.3%	3,685	$92K
SIMA Wealth Partners, LLC	0.07%	Add +6.8%	3,526	$89K
HM Payson & Co.	0.00%	Add +87.1%	3,520	$88K
International Assets Investment Management, LLC	0.01%	Add +71.2%	3,426	$87K
Gill Capital Partners, LLC	0.02%	New	3,298	$83K
Marshall & Sterling Wealth Advisors Inc.	0.05%	Add +0.0%	3,223	$81K
Kelleher Financial Advisors	0.02%	No change	3,114	$78K
Strategic Investment Solutions, Inc.	0.02%	Add +0.1%	3,077	$77K
Roxbury Financial LLC	0.07%	Add +0.2%	3,016	$76K
Godsey & Gibb, Inc.	0.01%	No change	2,895	$73K
GHP Investment Advisors, Inc.	0.00%	No change	2,891	$73K
Frazier Financial Advisors, LLC	0.04%	Add +3.9%	2,863	$72K
Financially Speaking Inc	0.34%	New	2,794	$70K
Wealth Preservation Advisors, LLC	0.06%	Add +0.1%	2,763	$69K
Glen Eagle Advisors, LLC	0.01%	No change	2,747	$69K
Elevate Wealth Advisory, Inc.	0.04%	No change	2,703	$68K
GW&K Investment Management, LLC	0.00%	No change	2,681	$67K
Tucker Asset Management LLC	0.02%	Reduce -68.1%	2,621	$66K
HighMark Wealth Management LLC	0.03%	Add +0.3%	2,584	$65K
Cordgrass Capital Advisors, LLC	0.01%	New	2,503	$63K
Hoertkorn Richard Charles	0.05%	No change	2,480	$62K
Financial Network Wealth Advisors LLC	0.06%	Add +0.3%	2,454	$62K
Twin Peaks Wealth Advisors, LLC	0.01%	New	2,310	$58K
True Wealth Design, LLC	0.02%	New	2,244	$56K
JNBA Financial Advisors	0.00%	No change	2,216	$56K
Eastern Bank	0.00%	Add +34.6%	2,184	$55K
Wilmington Savings Fund Society, FSB	0.00%	No change	2,160	$54K
Bfsg, LLC	0.01%	Add +0.2%	2,108	$53K
Capital Investment Advisory Services, LLC	0.00%	Add +25.1%	2,103	$53K
Daytona Street Capital LLC	0.04%	New	2,000	$51K
First Pacific Financial	0.01%	Add +0.3%	1,986	$50K
Godfrey Financial Associates, Inc.	0.04%	No change	1,941	$49K
NWK Group, Inc.	0.02%	Add +23.0%	1,897	$48K
Aberdeen Wealth Management LLC	0.02%	Add +2.0%	1,821	$46K
Oxford Financial Group, LTD. LLC	0.00%	No change	1,775	$45K
Bell Investment Advisors, Inc	0.01%	Reduce -26.8%	1,727	$43K
Creative Financial Designs Inc.	0.00%	No change	1,673	$42K
Basso Capital Management, L.P.	0.03%	New	1,630	$41K
Western Pacific Wealth Management, LP	0.04%	Add +0.3%	1,589	$40K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	1,474	$37K
Nemes Rush Group LLC	0.00%	Add +0.1%	1,461	$37K
Basepoint Wealth LLC	0.02%	No change	1,449	$36K
Lodestone Wealth Management LLC	0.01%	Add +84.1%	1,447	$36K
Curat Global, LLC	0.04%	Add +0.3%	1,446	$36K
American Capital Advisory, LLC	0.01%	Reduce -11.9%	1,428	$36K
Marquette Asset Management, LLC	0.01%	No change	1,400	$35K
Sound Income Strategies, LLC	0.00%	New	1,364	$35K
Bayban	0.03%	No change	1,272	$32K
Jackson, Grant Investment Advisers, Inc.	0.01%	Add +0.3%	1,268	$32K
Vermillion Wealth Management, Inc.	0.01%	Add +0.6%	1,265	$32K
Albion Financial Group	0.00%	No change	1,260	$32K
Pinnacle Wealth Planning Services, Inc.	0.00%	No change	1,220	$31K
Integrity Financial Corp	0.01%	Add +122.7%	1,198	$30K
Owl Creek Wealth Partners LLC	0.01%	—	1,195	$30K
Keating Financial Advisory Services, Inc.	0.00%	No change	1,194	$30K
Blume Capital Management, Inc.	0.00%	Add +0.1%	1,115	$28K
True Link Financial Advisors, LLC	0.00%	New	1,072	$27K
Financial Life Planners	0.02%	New	1,067	$27K
TIAA Wealth Investment Management LLC	0.00%	—	1,096	$27K
Rothschild Investment LLC	0.00%	No change	1,046	$26K
Millstone Evans Group, LLC	0.01%	Reduce -24.2%	989	$25K
Synergy Investment Management, LLC	0.01%	New	963	$24K
United Financial Planning Group LLC	0.01%	Add +145.7%	931	$23K
Glass Jacobson Investment Advisors llc	0.01%	Reduce -9.8%	907	$23K
TD Waterhouse Canada Inc.	0.00%	New	900	$23K
Birchbrook, Inc.	0.01%	Reduce -37.8%	871	$22K
Activest Wealth Management	0.00%	New	807	$20K
Steigerwald, Gordon & Koch Inc.	0.00%	No change	782	$20K
Ameritas Investment Partners, Inc.	0.00%	Add +0.3%	751	$19K
Beaird Harris Wealth Management, LLC	0.00%	No change	750	$19K
Financial Perspectives, Inc	0.01%	Add +0.3%	725	$18K
LRI Investments, LLC	0.00%	Reduce -50.0%	668	$17K
Investment Research & Advisory Group, Inc.	0.01%	Add +20.6%	662	$17K
Evolution Advisers, Inc.	0.01%	No change	657	$16K
Manchester Capital Management LLC	0.00%	No change	600	$15K
Kilter Group LLC	0.01%	No change	582	$15K
Aventura Private Wealth, LLC	0.01%	No change	570	$14K
Curio Wealth, LLC	0.00%	No change	567	$14K
Addison Advisors LLC	0.00%	No change	564	$14K
Raleigh Capital Management Inc.	0.00%	No change	500	$13K
Prudent Man Investment Management, Inc.	0.00%	Add +32.0%	470	$12K
Avion Wealth	0.00%	No change	509	$12K
Wiser Advisor Group LLC	0.01%	Add +0.2%	468	$12K
Gunpowder Capital Management, LLC dba Oliver Wealth Management	0.01%	No change	453	$11K
Pension & Wealth Management Advisors, Inc.	0.00%	Add +0.2%	445	$11K
Duncker Streett & Co. Inc.	0.00%	New	428	$11K
Bellevue Asset Management, LLC	0.01%	No change	420	$11K
PlanVest Financial, Inc	0.01%	—	414	$10K
MTM Investment Management, LLC	0.00%	No change	402	$10K
Evolution Wealth Management Inc.	0.01%	No change	401	$10K
Pinney & Scofield, Inc.	0.01%	Add +0.3%	390	$10K
Financial Freedom, LLC	0.00%	Add +0.3%	388	$10K
Tower View Wealth Management LLC	0.00%	Add +0.3%	313	$8K
Toth Financial Advisory Corp.	0.00%	No change	303	$8K
Ritter Daniher Financial Advisory LLC / DE	0.00%	Add +3.5%	298	$7K
Dunhill Financial, LLC	0.00%	New	297	$7K
Caldwell Sutter Capital, Inc.	0.00%	New	258	$6K
Bernard Wealth Management Corp.	0.00%	No change	239	$6K
North Ridge Wealth Advisors, Inc.	0.00%	Add +265.0%	219	$6K
Clayton Financial Group LLC	0.00%	Add +71.5%	223	$6K
Nvest Wealth Strategies, Inc.	0.00%	New	213	$5K
Delta Asset Management LLC	0.00%	Add +0.5%	205	$5K
Sunrise Financial Services, LLC	0.00%	New	204	$5K
Monetary Solutions, Ltd	0.00%	No change	198	$5K
Winch Advisory Services, LLC	0.00%	Add +6.1%	156	$5K
Global Wealth Strategies & Associates	0.00%	No change	181	$5K
Brown Brothers Harriman & Co.	0.00%	No change	180	$5K
Signature Equity Partners, LLC	0.00%	New	170	$4K
Hamrick Investment Counsel, llc	0.00%	No change	167	$4K
High Note Wealth, LLC	0.00%	No change	156	$4K
Birchwood Financial Partners, Inc.	0.00%	Reduce -87.0%	139	$3K
Comprehensive Financial Planning, Inc.	0.00%	No change	128	$3K
NBT Bank, N.A.	0.00%	Add +384.6%	126	$3K
Transamerica Financial Advisors, LLC	0.00%	New	123	$3K
Sunbelt Securities, Inc.	0.00%	Add +43.4%	119	$3K
Tower Research Capital LLC (TRC)	0.00%	Add +413.6%	113	$3K
Walsh & Associates, LLC	0.00%	No change	84	$2K
N.E.W. Advisory Services LLC	0.00%	New	60	$2K
Robbins Farley	0.00%	New	53	$1K
Networth Advisors, LLC	0.00%	No change	45	$1K
Rossmore Private Capital	0.00%	No change	42	$1K
MJT & Associates Financial Advisory Group, Inc.	0.00%	No change	37	$910
Blueline Advisors LLC	0.00%	No change	35	$868
Financial Gravity Asset Management, Inc.	0.00%	Add +1000.0%	33	$828
Hughes Financial Services, LLC	0.00%	No change	17	$427
McGuire Capital Advisors Inc.	0.00%	No change	10	$252
Triumph Capital Management	0.00%	Add +28.6%	9	$227
Truvestments Capital LLC	0.00%	No change	8	$201
Golden State Wealth Management, LLC	0.00%	Reduce -99.7%	6	$152
Lloyd Advisory Services, LLC.	0.00%	New	6	$151
Kingdom Financial Group LLC.	0.00%	New	6	$151
Smallwood Wealth Investment Management, LLC	0.00%	New	5	$125
Meramec Financial Planners, LLC	0.00%	New	4	$122
Burk Holdings LLC	0.00%	New	2	$46

"% 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.