Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q1 2024 (March 31)724holders
2famous investors
$25.24avg. 13F price*
At the end of Q1 2024, 724 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($2.2B), Creative Planning ($589.4M) and Financial Engines Advisors L.L.C. ($502.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab Emrg Mrkts Eqty ETF
- CUSIP
- 808524706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $26.4M |
| Exits | 58 | $139.7M |
Ownership 724 holders
| Charles Schwab Investment Advisory, Inc. | 2.96% | Add +1.6% | 85,303,270 | $2.2B |
| Creative Planning | 0.65% | Reduce -5.9% | 23,343,897 | $589.4M |
| Financial Engines Advisors L.L.C. | 1.13% | Reduce -0.4% | 19,918,466 | $502.9M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.6% | 12,184,404 | $307.7M |
| HighTower Advisors, LLC | 0.24% | Add +29.7% | 5,833,131 | $147.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.7% | 2,809,005 | $70.9M |
| Jane Street Group, LLC | 0.09% | Add +5410.5% | 2,769,692 | $69.9M |
| Mather Group, Llc. | 0.99% | Reduce -1.5% | 2,520,679 | $62.5M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -2.0% | 2,428,467 | $61.3M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -12.9% | 2,175,280 | $57.0M |
| Morgan Stanley | 0.00% | Add +4.0% | 1,872,474 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.3% | 1,850,504 | $46.7M |
| Rebalance, LLC | 3.69% | Add +2.5% | 1,779,787 | $44.9M |
| FMR LLC | 0.00% | Reduce -6.1% | 1,630,997 | $41.2M |
| Heartwood Wealth Advisors LLC | 4.61% | Reduce -17.5% | 1,482,228 | $37.4M |
| Orgel Wealth Management, LLC | 1.00% | Add +58.5% | 1,443,872 | $36.5M |
| Krilogy Financial LLC | 2.57% | Add +2.4% | 1,325,194 | $33.5M |
| Moneta Group Investment Advisors LLC | 0.54% | Add +25.9% | 1,304,491 | $32.9M |
| Rakuten Investment Management, Inc. | 0.23% | Add +13.2% | 1,264,740 | $31.9M |
| McAdam, LLC | 2.03% | Add +12.4% | 1,252,232 | $31.6M |
| Mariner, LLC | 0.06% | Add +6.8% | 1,209,945 | $30.6M |
| Cooper/Haims Advisors, LLC | 17.54% | Add +11.9% | 1,194,980 | $30.2M |
| Bank of Montreal | 0.01% | Add +2746.9% | 1,078,735 | $27.2M |
| Klingenstein Fields & Co. LP | 1.13% | Reduce -0.3% | 1,078,679 | $27.2M |
| Jones Financial Companies LLLP | 0.04% | Reduce -3.1% | 1,053,074 | $26.6M |
| Rainey & Randall Wealth Advisors Inc. | 5.77% | Add +2.6% | 976,795 | $24.7M |
| Wells Fargo & Company | 0.01% | Add +19.3% | 944,374 | $23.8M |
| JMG Financial Group, Ltd. | 0.89% | Add +2.3% | 926,686 | $23.4M |
| Old Mission Capital LLC | 0.56% | Add +693.0% | 913,435 | $23.1M |
| Corient Private Wealth LP | 0.04% | Add +0.5% | 895,818 | $22.6M |
| Wealthspire Advisors, LLC | 0.29% | Add +0.1% | 866,440 | $21.9M |
| Benjamin F. Edwards & Company, Inc. | 0.36% | Add +16.2% | 774,727 | $19.6M |
| UBS Group AG | 0.01% | Reduce -3.8% | 759,256 | $19.2M |
| Ballentine Partners, LLC | 0.36% | Reduce -0.3% | 753,787 | $19.0M |
| SCS Capital Management LLC | 0.38% | Reduce -1.5% | 705,520 | $17.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 655,220 | $16.5M |
| Clearwater Capital Advisors, LLC | 1.74% | Add +7.0% | 646,262 | $16.3M |
| Cetera Investment Advisers | 0.04% | Add +17.7% | 639,583 | $16.1M |
| Invst, LLC | 1.88% | Add +6.2% | 626,118 | $15.9M |
| Cresset Asset Management, LLC | 0.07% | Add +2.5% | 598,857 | $15.1M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +21.8% | 582,077 | $14.7M |
| HBK Sorce Advisory LLC | 0.50% | Reduce -13.9% | 564,373 | $14.3M |
| Flow Traders U.S. LLC | 0.76% | Add +643.5% | 563,348 | $14.2M |
| Cerity Partners LLC | 0.03% | Reduce -94.7% | 521,525 | $13.2M |
| Alliance Wealth Management Group | 3.74% | Add +4.6% | 505,200 | $12.8M |
| Towercrest Capital Management | 2.15% | Add +4.6% | 505,200 | $12.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Add +11.3% | 490,369 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Add +8.8% | 488,018 | $12.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.30% | Add +3.9% | 477,267 | $12.1M |
| LPL Financial LLC | 0.01% | Reduce -5.4% | 475,596 | $12.0M |
| Lake Street Advisors Group, LLC | 0.56% | Reduce -2.5% | 471,423 | $11.9M |
| Wooster Corthell Wealth Management, Inc. | 2.60% | Add +4.2% | 449,949 | $11.4M |
| Pathstone Holdings, LLC | 0.05% | Add +2.4% | 445,272 | $11.2M |
| Charles Schwab Trust Co | 1.06% | Add +20.4% | 443,597 | $11.2M |
| Garde Capital, Inc. | 0.78% | Reduce -10.4% | 441,245 | $11.1M |
| Hantz Financial Services, Inc. | 0.20% | Reduce -65.1% | 405,207 | $10.2M |
| Valley National Advisers Inc. | 1.44% | Add +3.1% | 376,152 | $9.5M |
| Cabot Wealth Management Inc. | 1.22% | Reduce -0.3% | 368,773 | $9.3M |
| Naples Global Advisors, LLC | 0.95% | Add +5.9% | 368,074 | $9.3M |
| North Star Asset Management Inc. | 0.43% | Reduce -9.3% | 361,459 | $9.1M |
| RKL Wealth Management LLC | 0.88% | Reduce -5.3% | 351,685 | $8.9M |
| Fund Evaluation Group, LLC | 0.55% | Reduce -1.6% | 349,069 | $8.8M |
| Steele Capital Management, Inc. | 0.51% | Reduce -3.7% | 348,710 | $8.8M |
| Red Tortoise LLC | 4.82% | Reduce -11.3% | 341,699 | $8.6M |
| Apriem Advisors | 1.08% | Reduce -2.7% | 340,732 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 339,067 | $8.6M |
| Adamsbrown Wealth Consultants LLC | 3.43% | Add +2.4% | 335,548 | $8.5M |
| Visionary Wealth Advisors | 0.56% | Reduce -12.6% | 329,361 | $8.3M |
| MorganRosel Wealth Management, LLC | 2.80% | Add +9.4% | 311,076 | $7.9M |
| Brand Asset Management Group, Inc. | 3.34% | Add +3.6% | 307,535 | $7.8M |
| HC Advisors, LLC | 3.70% | Add +27.3% | 307,461 | $7.8M |
| Waverly Advisors, LLC | 0.18% | New | 303,046 | $7.7M |
| Wedmont Private Capital | 0.55% | Add +2.3% | 291,067 | $7.5M |
| Callan Capital, LLC | 0.65% | Add +2.2% | 291,565 | $7.4M |
| Arkansas Financial Group, Inc. | 1.29% | Reduce -3.1% | 290,544 | $7.3M |
| Seneca Financial Advisors LLC | 3.84% | Reduce -3.3% | 285,101 | $7.2M |
| Captrust Financial Advisors | 0.03% | Add +10.3% | 284,898 | $7.2M |
| Marotta Asset Management | 1.40% | Reduce -10.4% | 267,803 | $6.8M |
| TruNorth Capital Management, LLC | 2.30% | — | 263,792 | $6.7M |
| Ballast Advisors LLC | 2.24% | Add +11.1% | 262,996 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -36.2% | 257,295 | $6.5M |
| Boltwood Capital Management | 2.00% | Add +4.2% | 255,775 | $6.5M |
| Holistic Financial Partners | 3.28% | Add +0.6% | 255,411 | $6.4M |
| Geneos Wealth Management Inc. | 0.29% | Add +3.8% | 251,698 | $6.4M |
| Buckingham Capital Management, Inc. | 0.77% | Add +3.6% | 250,351 | $6.3M |
| OLIO Financial Planning | 2.57% | Reduce -0.9% | 246,945 | $6.1M |
| Strid Group, LLC | 1.09% | Reduce -8.2% | 240,288 | $6.1M |
| Consilium Wealth Advisory, LLC | 3.33% | Reduce -5.6% | 234,552 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.8% | 234,391 | $5.9M |
| Ackerman Capital Advisors, LLC | 1.63% | Reduce -0.6% | 234,369 | $5.9M |
| SigFig Wealth Management, LLC | 0.21% | Add +5.3% | 339,042 | $5.8M |
| Rockbridge Investment Management, LCC | 0.85% | Reduce -0.7% | 228,487 | $5.8M |
| Bluespring Wealth Management, LLC | 0.63% | Reduce -6.5% | 225,851 | $5.7M |
| Courage Miller Partners, LLC | 1.93% | Add +1.4% | 221,089 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -7.5% | 220,086 | $5.6M |
| Buckingham Strategic Wealth, LLC | 0.06% | Add +2.3% | 217,942 | $5.5M |
| Main Street Financial Solutions, LLC | 0.58% | Add +9.5% | 216,826 | $5.5M |
| Upper Left Wealth Management, LLC | 4.98% | Add +5.7% | 212,989 | $5.4M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -3.4% | 209,487 | $5.3M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Add +7.8% | 208,148 | $5.3M |
| Cornerstone Wealth Advisors, Inc. | 1.62% | Add +2.8% | 207,970 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +0.2% | 205,812 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +22.1% | 204,880 | $5.2M |
| Zacks Investment Management | 0.05% | Add +23.4% | 203,962 | $5.2M |
| Kohmann Bosshard Financial Services, LLC | 0.70% | Reduce -4.0% | 199,241 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.1% | 198,131 | $5.0M |
| JFS Wealth Advisors, LLC | 0.39% | Reduce -1.1% | 196,576 | $5.0M |
| Nicholas Hoffman & Company, LLC. | 0.25% | Add +1.3% | 195,276 | $4.9M |
| Boyd Wealth Management, LLC | 2.73% | Reduce -47.6% | 189,455 | $4.8M |
| Gemmer Asset Management LLC | 0.55% | Reduce -4.9% | 188,468 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +0.3% | 187,622 | $4.7M |
| Hancock Whitney Corp. | 0.16% | Reduce -3.1% | 185,999 | $4.7M |
| Guardian Financial Partners, LLC | 3.18% | Reduce -0.2% | 183,642 | $4.6M |
| Patriot Investment Management Group, Inc. | 0.36% | Add +0.7% | 182,570 | $4.6M |
| Savant Capital, LLC | 0.05% | Reduce -7.7% | 181,405 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +3.5% | 181,365 | $4.6M |
| St. Louis Trust Co | 0.71% | No change | 180,225 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -20.2% | 178,229 | $4.5M |
| LifePlan Investment Advisors, Inc. | 3.53% | Add +1.9% | 175,373 | $4.4M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.0% | 175,058 | $4.4M |
| CX Institutional | 0.21% | Reduce -45.0% | 174,428 | $4.4M |
| DRW Securities, LLC | 0.25% | New | 174,245 | $4.4M |
| Brightwater Advisory LLC | 3.47% | Reduce -1.9% | 171,276 | $4.3M |
| WBH Advisory Inc. | 0.44% | Add +7.7% | 167,996 | $4.2M |
| Bangor Savings Bank | 0.43% | Reduce -1.4% | 167,269 | $4.2M |
| Parallel Advisors, LLC | 0.11% | Add +0.8% | 167,213 | $4.2M |
| Composition Wealth, LLC | 0.11% | Reduce -37.8% | 166,220 | $4.2M |
| Wakefield Asset Management LLLP | 1.45% | Add +2.1% | 165,750 | $4.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.0% | 161,019 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -3.9% | 155,222 | $3.9M |
| Bishop & Co Investment Management, LLC | 1.61% | Add +15.0% | 153,893 | $3.9M |
| Sightline Wealth Advisors, LLC | 2.55% | Reduce -4.2% | 153,219 | $3.9M |
| Joule Financial, LLC | 1.56% | Add +176.3% | 150,016 | $3.8M |
| Embree Financial Group | 0.71% | Reduce -0.2% | 143,640 | $3.6M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -11.3% | 141,268 | $3.6M |
| Cwm, LLC | 0.02% | Reduce -7.1% | 139,766 | $3.5M |
| Christensen, King & Associates Investment Services, Inc. | 1.71% | Reduce -2.2% | 135,394 | $3.4M |
| Strategic Financial Planning, Inc. | 2.50% | Reduce -4.9% | 132,465 | $3.3M |
| Berkshire Asset Management LLC | 0.18% | Add +0.7% | 131,824 | $3.3M |
| Omega Financial Group, LLC | 1.33% | Add +3.4% | 129,144 | $3.3M |
| Cape Investment Advisory, Inc. | 1.51% | Reduce -1.6% | 128,010 | $3.2M |
| PrairieView Partners, LLC | 0.37% | Reduce -1.8% | 127,889 | $3.2M |
| BCK Partners, Inc. | 1.71% | Add +4.1% | 126,651 | $3.2M |
| Denver PWM, LLC | 1.24% | Reduce -1.3% | 125,591 | $3.2M |
| Destination Wealth Management | 0.11% | Reduce -52.3% | 126,287 | $3.2M |
| LVW Advisors, LLC | 0.54% | Reduce -40.3% | 126,264 | $3.2M |
| Avior Wealth Management, LLC | 0.15% | Reduce -9.7% | 125,350 | $3.2M |
| Cascade Financial Partners, LLC | 0.45% | — | 124,874 | $3.1M |
| Myecfo, LLC | 1.84% | Reduce -2.9% | 123,976 | $3.1M |
| Etesian Wealth Advisors, Inc. | 1.79% | Reduce -1.9% | 123,483 | $3.1M |
| Oak Family Advisors, LLC | 1.19% | Add +106.7% | 123,083 | $3.1M |
| Texas Yale Capital Corp. | 0.14% | Add +3.6% | 121,423 | $3.1M |
| Retirement Guys Formula LLC | 1.48% | Reduce -1.9% | 119,862 | $3.0M |
| FIDELIS iM, LLC | 1.48% | Add +5.3% | 116,404 | $2.9M |
| Pioneer Wealth Management Group | 1.68% | Reduce -9.6% | 116,049 | $2.9M |
| Perigon Wealth Management, LLC | 0.09% | Add +7.5% | 113,679 | $2.9M |
| Bogart Wealth, LLC | 0.15% | Reduce -0.2% | 113,239 | $2.9M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -41.6% | 112,997 | $2.9M |
| Hoylecohen, LLC | 0.22% | Reduce -4.2% | 112,388 | $2.8M |
| Debussy Capital Management LP | 0.82% | Add +9.4% | 106,746 | $2.8M |
| Fortis Capital Management LLC | 0.72% | Add +2.8% | 109,443 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -2.2% | 106,418 | $2.7M |
| Oakwell Private Wealth Management, LLC | 0.82% | Reduce -1.6% | 106,307 | $2.7M |
| Koesten, Hirschmann & Crabtree, INC. | 1.72% | Add +7.1% | 105,779 | $2.7M |
| Brandywine Oak Private Wealth LLC | 0.28% | Reduce -2.9% | 105,264 | $2.7M |
| Kathmere Capital Management, LLC | 0.30% | Reduce -0.1% | 104,712 | $2.6M |
| Leavell Investment Management, Inc. | 0.15% | Reduce -4.8% | 104,078 | $2.6M |
| Plum Street Advisors, LLC | 1.32% | Reduce -0.2% | 89,568 | $2.6M |
| WealthShield Partners, LLC | 0.42% | Add +4.2% | 103,457 | $2.6M |
| Ethos Financial Group, LLC | 0.50% | Add +11.9% | 103,232 | $2.6M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -10.1% | 102,884 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.16% | Reduce -10.6% | 102,803 | $2.6M |
| Sunbelt Securities, Inc. | 0.29% | Add +28.4% | 102,184 | $2.6M |
| FAS Wealth Partners, Inc. | 0.23% | Reduce -4.5% | 102,022 | $2.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.59% | Reduce -8.1% | 101,714 | $2.6M |
| Armor Investment Advisors, LLC | 1.23% | Add +11.4% | 101,428 | $2.6M |
| Reston Wealth Management LLC | 1.04% | Reduce -4.1% | 101,095 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.3% | 98,863 | $2.5M |
| Citadel Advisors | 0.00% | Add +37.8% | 98,079 | $2.5M |
| Quadrant Capital Group LLC | 0.19% | Reduce -1.1% | 97,386 | $2.5M |
| Hengehold Capital Management LLC | 0.26% | Reduce -2.1% | 96,504 | $2.4M |
| Lee Financial Co | 0.40% | Reduce -3.6% | 95,941 | $2.4M |
| Tortoise Investment Management, LLC | 0.29% | Reduce -1.3% | 94,951 | $2.4M |
| Arcataur Capital Management LLC | 0.83% | Reduce -0.3% | 91,187 | $2.3M |
| Northwest Capital Management Inc | 0.73% | Reduce -0.9% | 90,291 | $2.3M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -9.2% | 90,260 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.0% | 90,055 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +5.9% | 89,715 | $2.3M |
| Curbstone Financial Management Corp | 0.49% | Reduce -1.0% | 89,350 | $2.3M |
| West Paces Advisors Inc. | 0.58% | Reduce -17.1% | 87,263 | $2.2M |
| Ifrah Financial Services, Inc. | 0.61% | Add +5.3% | 85,952 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Reduce -22.2% | 84,728 | $2.1M |
| AllSquare Wealth Management LLC | 1.24% | Reduce -1.1% | 83,943 | $2.1M |
| Asset Management Group, Inc. | 0.32% | Reduce -1.3% | 82,429 | $2.1M |
| Johnson Bixby & Associates, LLC | 0.36% | Reduce -6.2% | 81,477 | $2.1M |
| Anchor Investment Management, LLC | 0.21% | Reduce -9.4% | 81,021 | $2.0M |
| Pinkerton Wealth, LLC | 0.33% | Add +16.5% | 80,863 | $2.0M |
| Waypoint Capital Advisors, LLC | 0.53% | Reduce -27.5% | 80,711 | $2.0M |
| Betterment LLC | 0.01% | Reduce -10.0% | 80,077 | $2.0M |
| Marshall Financial Group Inc. | 0.66% | Reduce -0.3% | 78,724 | $2.0M |
| Breed's Hill Capital LLC | 1.82% | Reduce -2.5% | 78,457 | $2.0M |
| Breakwater Investment Management | 0.91% | — | 78,094 | $2.0M |
| Howard Financial Services, LTD. | 0.34% | Add +15.2% | 78,000 | $2.0M |
| Avantax Planning Partners, Inc. | 0.06% | New | 77,770 | $2.0M |
| Soltis Investment Advisors LLC | 0.22% | Add +77.1% | 77,129 | $1.9M |
| Orcam Financial Group | 2.08% | No change | 75,320 | $1.9M |
| Von Berge Wealth Management Group, LLC | 1.20% | Add +35.3% | 73,917 | $1.9M |
| Financial Advisory Group | 0.33% | Reduce -21.5% | 73,649 | $1.9M |
| Roberts Wealth Advisors, LLC | 0.69% | No change | 74,134 | $1.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -4.2% | 73,324 | $1.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -22.7% | 73,216 | $1.8M |
| Gleason Group, Inc. | 0.38% | No change | 72,497 | $1.8M |
| Ami Investment Management Inc. | 0.66% | Reduce -2.5% | 72,409 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.64% | Add +2.5% | 71,612 | $1.8M |
| Gsa Capital Partners LLP | 0.14% | Reduce -35.8% | 71,243 | $1.8M |
| Ironwood Wealth Management, LLC. | 0.58% | Reduce -1.2% | 70,610 | $1.8M |
| Lodestar Private Asset Management LLC | 0.25% | Add +2.2% | 70,188 | $1.8M |
| Focus Financial Network, Inc. | 0.08% | — | 70,272 | $1.7M |
| Fort Point Capital Partners LLC | 0.23% | Add +0.3% | 68,590 | $1.7M |
| Blankinship & Foster, LLC | 0.44% | Reduce -15.3% | 67,029 | $1.7M |
| First National Corp. /Ma/ | 0.41% | Reduce -0.5% | 67,641 | $1.7M |
| Chesapeake Wealth Management | 0.61% | Reduce -0.8% | 66,299 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -55.0% | 66,096 | $1.7M |
| Kowal Investment Group, LLC | 0.35% | Add +35.0% | 64,447 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -29.3% | 63,025 | $1.6M |
| Opus Capital Group, LLC | 0.23% | New | 62,048 | $1.6M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -0.2% | 61,554 | $1.6M |
| Waterford Advisors, LLC | 0.66% | Reduce -20.0% | 61,308 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 61,225 | $1.5M |
| FinDec Wealth Services, Inc. | 0.96% | Reduce -1.8% | 60,752 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 60,227 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -4.3% | 60,137 | $1.5M |
| White Wing Wealth Management | 1.25% | Reduce -58.3% | 59,469 | $1.5M |
| Hamilton Capital, LLC | 0.11% | Reduce -87.0% | 59,360 | $1.5M |
| Dakota Wealth Management | 0.04% | Reduce -6.0% | 58,880 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -9.1% | 58,762 | $1.5M |
| Carmichael Hill & Associates, Inc. | 0.61% | Add +1.0% | 58,560 | $1.5M |
| Cambridge Financial Group, LLC | 0.70% | Add +0.0% | 58,430 | $1.5M |
| Bailard, Inc. | 0.04% | Reduce -4.1% | 58,347 | $1.5M |
| Abbrea Capital, LLC | 0.19% | Reduce -26.5% | 57,811 | $1.5M |
| HRT Financial LP | 0.01% | New | 56,527 | $1.4M |
| Raymond James & Associates | 0.00% | Add +15.1% | 55,886 | $1.4M |
| Clay Northam Wealth Management, LLC | 1.12% | Reduce -0.1% | 55,178 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.30% | Add +14.7% | 55,161 | $1.4M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -24.8% | 55,121 | $1.4M |
| Thompson Investment Management, Inc. | 0.21% | Add +3.8% | 54,624 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -11.2% | 54,046 | $1.4M |
| Passive Capital Management, LLC. | 0.53% | Add +2.7% | 54,000 | $1.4M |
| Droms Strauss Advisors Inc. /Mo/ | 0.48% | Reduce -13.1% | 52,230 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Add +2.2% | 51,849 | $1.3M |
| Windward Private Wealth Management Inc. | 0.53% | Reduce -11.4% | 51,394 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -7.8% | 51,298 | $1.3M |
| Rappaport Reiches Capital Management, LLC | 0.41% | Add +0.3% | 51,283 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Add +43.5% | 50,783 | $1.3M |
| GYL Financial Synergies, LLC | 0.10% | Add +7.5% | 50,530 | $1.3M |
| CVA Family Office, LLC | 0.22% | Reduce -3.4% | 49,286 | $1.2M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -13.8% | 49,280 | $1.2M |
| Bell Investment Advisors, Inc | 0.24% | Reduce -17.2% | 49,200 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 49,195 | $1.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -3.4% | 48,692 | $1.2M |
| RE Dickinson Investment Advisors, LLC | 0.76% | Reduce -38.8% | 48,229 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.7% | 47,950 | $1.2M |
| Noble Family Wealth, LLC | 0.34% | Add +3.2% | 47,000 | $1.2M |
| Altfest L J & Co. Inc. | 0.17% | Add +0.5% | 46,690 | $1.2M |
| Kades & Cheifetz LLC | 0.74% | Reduce -33.1% | 45,893 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.67% | Reduce -1.2% | 45,889 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.21% | Reduce -0.7% | 44,712 | $1.1M |
| Northwest Investment Counselors, LLC | 0.27% | Reduce -9.1% | 44,430 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +6.4% | 43,694 | $1.1M |
| James J. Burns & Company, LLC | 0.38% | Reduce -32.9% | 43,270 | $1.1M |
| Sunburst Financial Group, LLC | 0.31% | Reduce -0.8% | 43,390 | $1.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.7% | 42,357 | $1.1M |
| Greenline Partners, LLC | 0.17% | Add +10.0% | 42,297 | $1.1M |
| Sebold Capital Management, Inc. | 0.72% | Reduce -0.3% | 42,079 | $1.1M |
| Watershed Private Wealth LLC | 0.47% | Reduce -17.4% | 42,061 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -46.7% | 41,783 | $1.1M |
| Foster Group, Inc. | 0.05% | Add +22.5% | 41,602 | $1.1M |
| Arete Wealth Advisors, LLC | 0.10% | Add +57.2% | 41,560 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 40,695 | $1.0M |
| Allen Capital Group, LLC | 0.15% | Add +22.2% | 40,254 | $1.0M |
| Comerica Bank | 0.00% | Reduce -10.6% | 39,851 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -2.0% | 39,750 | $1.0M |
| Roundview Capital LLC | 0.08% | Reduce -4.3% | 39,247 | $991K |
| Athena Investment Management | 0.59% | Add +0.5% | 39,018 | $985K |
| Foster & Motley Inc. | 0.07% | Add +6.2% | 38,758 | $979K |
| Carolina Wealth Advisors, LLC | 0.53% | Add +9.1% | 38,578 | $974K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 38,409 | $970K |
| BCS Wealth Management | 0.31% | Reduce -0.0% | 38,299 | $967K |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -9.1% | 38,234 | $965K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.9% | 38,194 | $964K |
| Creative Financial Designs Inc. | 0.09% | Reduce -0.7% | 38,057 | $961K |
| Armbruster Capital Management, Inc. | 0.20% | Reduce -2.0% | 37,674 | $951K |
| Madden Advisory Services, Inc. | 0.50% | Add +0.8% | 37,616 | $950K |
| Bensler, LLC | 0.14% | Reduce -26.3% | 37,609 | $950K |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -24.3% | 37,322 | $942K |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -12.9% | 37,106 | $937K |
| Cahill Financial Advisors Inc. | 0.13% | Add +27.0% | 36,397 | $919K |
| Power Wealth Management LLC | 0.57% | Add +93.4% | 36,064 | $911K |
| Global Financial Private Client, LLC | 0.39% | Reduce -1.3% | 35,819 | $908K |
| Clayton Financial Group LLC | 0.41% | Add +9.6% | 35,862 | $906K |
| Bond & Devick Financial Network, Inc. | 0.49% | No change | 35,837 | $905K |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 35,771 | $903K |
| US Bancorp \de | 0.00% | Reduce -9.2% | 34,841 | $880K |
| Whitcomb & Hess, Inc. | 0.28% | Reduce -19.7% | 34,440 | $870K |
| CIC Wealth, LLC | 0.25% | Reduce -13.1% | 34,312 | $866K |
| OneAscent Financial Services LLC | 0.09% | Reduce -10.1% | 33,973 | $858K |
| Accurate Wealth Management, LLC | 0.24% | Reduce -3.7% | 33,969 | $839K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -12.7% | 32,992 | $833K |
| Morling Financial Advisors, LLC | 0.47% | Reduce -1.4% | 32,886 | $830K |
| Ignite Planners, LLC | 0.23% | Add +4.7% | 32,460 | $823K |
| Kiley Juergens Wealth Management, LLC | 0.25% | Add +3.9% | 32,499 | $821K |
| First Manhattan Co. Llc. | 0.00% | Add +20.0% | 32,498 | $821K |
| Element Wealth, LLC | 0.48% | Reduce -0.4% | 32,497 | $821K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.7% | 32,235 | $814K |
| Firestone Capital Management | 0.23% | Reduce -5.6% | 32,115 | $811K |
| Broadview Financial Management, LLC | 0.59% | Reduce -0.6% | 32,017 | $808K |
| Econ Financial Services Corp | 0.49% | Reduce -6.9% | 31,530 | $796K |
| Private Trust Co. NA | 0.09% | Add +21.0% | 31,311 | $791K |
| Sand Hill Global Advisors, LLC | 0.04% | No change | 31,107 | $785K |
| American Investment Services, Inc. | 0.14% | No change | 30,456 | $769K |
| Frontier Asset Management, LLC | 0.28% | Add +2.2% | 30,446 | $769K |
| Voisard Asset Management Group, Inc. | 0.43% | Add +156.5% | 30,079 | $759K |
| Janiczek Wealth Management, LLC | 0.16% | Add +19.0% | 29,957 | $756K |
| Operose Advisors LLC | 0.25% | Reduce -46.9% | 29,834 | $753K |
| Aptus Capital Advisors, LLC | 0.02% | Add +1062.7% | 29,254 | $739K |
| FFT Wealth Management LLC | 0.06% | Reduce -91.3% | 29,009 | $732K |
| Global Retirement Partners, LLC | 0.03% | Reduce -4.1% | 28,980 | $732K |
| Sigma Planning Corp | 0.02% | New | 28,896 | $730K |
| CAP Partners, LLC | 0.64% | Reduce -34.2% | 28,808 | $727K |
| Asset Dedication, LLC | 0.05% | Add +1.4% | 28,463 | $722K |
| Everhart Financial Group, Inc. | 0.21% | Reduce -10.9% | 28,493 | $719K |
| Baird Financial Group, Inc. | 0.00% | Reduce -16.6% | 28,140 | $711K |
| BSW Wealth Partners | 0.11% | Reduce -10.0% | 26,792 | $677K |
| Lido Advisors, LLC | 0.01% | New | 26,344 | $665K |
| Schwallier Wealth Management LLC | 0.54% | Add +10.9% | 26,339 | $665K |
| Johnson Financial Group, LLC | 0.08% | Reduce -53.7% | 26,279 | $664K |
| CoreCap Advisors, LLC | 0.04% | New | 26,200 | $662K |
| Blair William & Co. | 0.00% | Add +1.2% | 25,917 | $654K |
| Townsquare Capital LLC | 0.01% | Add +217.3% | 25,731 | $650K |
| Abacus Planning Group, Inc. | 0.13% | Reduce -0.9% | 25,612 | $647K |
| Global Strategic Investment Solutions, LLC | 0.08% | Reduce -5.4% | 25,439 | $642K |
| Jentner Corp | 0.22% | Reduce -3.7% | 25,183 | $636K |
| Cedar Brook Financial Partners, LLC | 0.13% | Reduce -1.5% | 25,142 | $635K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.0% | 25,072 | $633K |
| C M Bidwell & Associates Ltd. | 0.43% | Add +0.0% | 24,992 | $631K |
| Retirement Planning Group, LLC | 0.05% | Add +7.6% | 24,985 | $631K |
| Fonville Wealth Management LLC | 0.28% | Reduce -1.6% | 24,747 | $625K |
| Kearns & Associates LLC | 0.48% | Add +7.8% | 24,650 | $622K |
| Vawter Financial, Ltd. | 0.45% | Reduce -22.4% | 24,562 | $620K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.37% | Reduce -23.4% | 24,235 | $612K |
| Retirement Group, LLC | 0.22% | Add +2.8% | 24,035 | $607K |
| Falcon Wealth Planning | 0.10% | Reduce -7.5% | 23,883 | $603K |
| Imprint Wealth LLC | 0.15% | New | 23,722 | $601K |
| MCF Advisors LLC | 0.05% | Reduce -0.3% | 23,548 | $595K |
| WealthPLAN Partners, LLC | 0.06% | Add +1.7% | 23,245 | $587K |
| Sollinda Capital Management LLC | 0.18% | Add +41.5% | 23,224 | $586K |
| Alaska Wealth Advisors, LLC | 0.09% | Add +14.8% | 22,973 | $580K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.0% | 22,987 | $580K |
| Aspen Investment Management Inc | 0.29% | Reduce -3.2% | 22,909 | $578K |
| Compound Planning, Inc. | 0.05% | Add +7.4% | 22,868 | $577K |
| Rothschild Wealth LLC | 0.20% | — | 22,860 | $577K |
| FF Advisors,LLC | 0.40% | Add +37.3% | 22,758 | $575K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.0% | 22,530 | $565K |
| SWS Partners | 0.17% | Reduce -2.8% | 22,304 | $563K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -9.2% | 22,050 | $557K |
| Roble, Belko & Company, Inc | 0.10% | Reduce -43.3% | 22,001 | $556K |
| HHM Wealth Advisors, LLC | 0.09% | Reduce -16.7% | 21,919 | $553K |
| Rosenberg Matthew Hamilton | 0.16% | Reduce -5.5% | 21,761 | $552K |
| DBK Financial Counsel, LLC | 0.58% | No change | 21,740 | $549K |
| Sachetta, LLC | 0.26% | No change | 22,012 | $546K |
| CW Advisors, LLC | 0.01% | Reduce -6.9% | 21,364 | $539K |
| Blue Bell Private Wealth Management, LLC | 0.11% | Reduce -27.3% | 21,118 | $533K |
| Natixis Advisors, LLC | 0.00% | Add +33.9% | 21,001 | $530K |
| Coastwise Capital Group, LLC | 0.50% | Reduce -6.8% | 20,872 | $527K |
| Mendel Capital Management LLC | 0.35% | No change | 20,869 | $527K |
| Brighton Jones LLC | 0.02% | Add +1.1% | 20,729 | $523K |
| Commerce Bank | 0.00% | Add +61.2% | 20,446 | $516K |
| Northern Trust Corp. | 0.00% | Reduce -12.6% | 20,315 | $513K |
| Abound Wealth Management | 0.19% | Reduce -20.8% | 19,881 | $502K |
| Arbor Trust Wealth Advisors, LLC | 0.28% | Reduce -56.1% | 19,623 | $501K |
| Tempus Wealth Planning, LLC | 0.22% | Add +3.1% | 19,836 | $501K |
| Clarity Capital Advisors, LLC | 0.40% | No change | 19,783 | $500K |
| Warner Financial, Inc. | 0.25% | Reduce -0.6% | 19,623 | $495K |
| Blue Barn Wealth, LLC | 0.27% | Reduce -5.3% | 19,452 | $491K |
| Wilson & Boucher Capital Management, LLC | 0.39% | No change | 19,384 | $489K |
| Sterling Financial Planning, Inc. | 0.20% | Reduce -3.1% | 19,155 | $484K |
| Sterling Investment Management, LLC | 0.34% | Add +1.7% | 19,035 | $481K |
| Laraway Financial Advisors Inc | 0.42% | Reduce -2.3% | 19,027 | $480K |
| Bourgeon Capital Management LLC | 0.09% | Add +3.5% | 18,784 | $474K |
| Tenret Co LLC | 0.33% | Add +1.3% | 18,577 | $469K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -1.0% | 18,492 | $467K |
| Act Wealth Management, LLC | 0.24% | No change | 18,487 | $467K |
| FC Advisory LLC | 0.17% | Reduce -0.8% | 18,429 | $465K |
| Evensky & Katz LLC | 0.03% | Reduce -4.6% | 18,426 | $465K |
| Atlas Capital Advisors Inc. | 0.07% | Add +12.3% | 18,277 | $461K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -8.0% | 18,232 | $460K |
| Hill Investment Group Partners, LLC | 0.06% | Add +7.6% | 17,995 | $454K |
| Modus Advisors, LLC | 0.17% | Reduce -14.4% | 17,969 | $454K |
| One Capital Management, LLC | 0.02% | Add +0.1% | 17,948 | $453K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +92.7% | 17,731 | $448K |
| Procyon Advisors, LLC | 0.03% | Add +0.4% | 17,586 | $444K |
| Appleton Partners Inc. | 0.03% | Add +42.1% | 17,405 | $439K |
| Bfsg, LLC | 0.06% | Reduce -7.2% | 17,292 | $437K |
| Bcwm, LLC | 0.15% | Add +6.0% | 17,279 | $436K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 16,906 | $434K |
| Brookstone Capital Management | 0.01% | Add +2.5% | 17,125 | $432K |
| REDW Wealth LLC | 0.12% | Reduce -38.9% | 17,098 | $432K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.5% | 16,975 | $429K |
| Capital Planning LLC | 0.14% | Add +19.5% | 16,803 | $424K |
| Flower City Capital | 0.28% | Reduce -0.1% | 16,679 | $421K |
| Garrison Asset Management, LLC | 0.22% | Reduce -1.4% | 16,571 | $418K |
| RHS Financial, LLC | 0.24% | Reduce -17.6% | 16,529 | $417K |
| Old National Bancorp | 0.01% | No change | 16,245 | $410K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.9% | 16,151 | $408K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 16,122 | $407K |
| Cherry Tree Wealth Management, LLC | 0.10% | Add +0.2% | 15,997 | $404K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.0% | 15,975 | $403K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Reduce -6.1% | 15,957 | $403K |
| Motive Wealth Advisors | 0.24% | Add +16.9% | 15,945 | $403K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.3% | 15,896 | $401K |
| Values Added Financial LLC | 0.31% | Add +1.9% | 15,808 | $399K |
| Evermay Wealth Management LLC | 0.06% | Reduce -0.4% | 15,667 | $396K |
| Horan Capital Advisors, LLC. | 0.14% | Reduce -14.7% | 15,581 | $393K |
| Nicolet Bankshares Inc. | 0.08% | No change | 15,552 | $393K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.8% | 15,510 | $392K |
| LGL Partners, LLC | 0.07% | No change | 15,504 | $391K |
| Rehmann Capital Advisory Group | 0.03% | Add +3.6% | 15,451 | $390K |
| Wade Financial Advisory, Inc | 0.14% | Reduce -14.9% | 15,448 | $390K |
| Savvy Advisors, Inc. | 0.22% | Add +25.2% | 15,257 | $385K |
| Summit Financial Strategies, Inc. | 0.05% | Add +1.8% | 15,105 | $381K |
| SignalPoint Asset Management, LLC | 0.10% | Reduce -2.9% | 15,081 | $381K |
| Private Capital Management LLC | 0.08% | Reduce -8.4% | 15,032 | $380K |
| Signaturefd, LLC | 0.01% | Add +1.6% | 15,006 | $379K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +27.2% | 14,989 | $378K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +27.2% | 14,989 | $378K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -47.3% | 14,907 | $378K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 14,789 | $373K |
| Spire Wealth Management | 0.01% | Add +17.6% | 14,765 | $373K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 14,716 | $372K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.3% | 14,661 | $370K |
| Sheets Smith Wealth Management | 0.04% | Reduce -92.2% | 14,444 | $365K |
| Curtis Advisory Group, LLC | 0.14% | Reduce -3.4% | 14,403 | $364K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +15.5% | 14,309 | $361K |
| Diversified Portfolios, Inc. | 0.05% | Add +3.0% | 14,118 | $356K |
| Csenge Advisory Group | 0.02% | Reduce -3.8% | 14,092 | $356K |
| Sei Investments Co. | 0.00% | Add +3.7% | 14,063 | $355K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -7.7% | 14,002 | $354K |
| Ancora Advisors LLC | 0.01% | Reduce -7.1% | 13,996 | $353K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +9.5% | 13,822 | $349K |
| Objective Capital Management, LLC | 0.23% | Add +12.3% | 13,783 | $348K |
| Smithbridge Asset Management Inc. | 0.07% | Reduce -57.0% | 13,752 | $347K |
| SOL Capital Management CO | 0.04% | Reduce -33.6% | 13,704 | $346K |
| Geometric Wealth Advisors | 0.08% | Add +4.3% | 13,552 | $342K |
| James Investment Research, Inc. | 0.04% | Reduce -3.8% | 13,238 | $334K |
| Smart Portfolios, LLC | 0.35% | New | 13,205 | $333K |
| Freestone Capital Holdings, LLC | 0.01% | New | 13,175 | $333K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.1% | 13,071 | $330K |
| World Investment Advisors | 0.05% | Reduce -10.2% | 12,895 | $326K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -7.1% | 12,848 | $324K |
| Ameritas Advisory Services, LLC | 0.01% | New | 12,460 | $323K |
| Sunesis Advisors, LLC | 0.19% | Reduce -76.7% | 12,698 | $321K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.5% | 12,625 | $318K |
| Wealthfront Advisers LLC | 0.00% | Add +23.4% | 12,574 | $317K |
| Acropolis Investment Management, LLC | 0.02% | No change | 12,516 | $316K |
| Apeiron RIA LLC | 0.09% | Add +7.2% | 12,470 | $315K |
| Empower Advisory Group, LLC | 0.00% | Reduce -22.5% | 12,405 | $313K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -13.0% | 12,314 | $311K |
| Ironwood Financial, llc | 0.07% | Reduce -0.0% | 12,302 | $311K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.7% | 12,183 | $308K |
| Pflug Koory, LLC | 0.02% | No change | 12,021 | $304K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -1.3% | 12,000 | $303K |
| Richardson Capital Management LLC | 0.25% | Add +63.3% | 11,985 | $303K |
| BlackRock Inc. | 0.00% | Add +1198000.0% | 11,981 | $303K |
| Oldfather Financial Services, LLC | 0.12% | Reduce -2.1% | 11,958 | $302K |
| SimpliFi, Inc. | 0.14% | Add +27.0% | 11,883 | $300K |
| Evanson Asset Management, LLC | 0.02% | Reduce -50.6% | 11,804 | $298K |
| Emerald Advisors, LLC | 0.05% | Reduce -24.0% | 11,762 | $297K |
| Creegan & Nassoura Financial Group, LLC | 0.20% | Reduce -0.1% | 11,715 | $296K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Reduce -54.3% | 11,692 | $295K |
| Rovin Capital /Ut/ | 0.12% | New | 11,645 | $294K |
| FSM Wealth Advisors, LLC | 0.10% | Add +25.4% | 11,593 | $293K |
| Sachem Hill LLC | 0.07% | Reduce -3.0% | 11,582 | $292K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -43.8% | 11,579 | $292K |
| Prudential Financial Inc. | 0.00% | Add +6.1% | 11,543 | $291K |
| Choreo, LLC | 0.01% | Reduce -9.9% | 11,539 | $291K |
| Riversedge Advisors, LLC | 0.07% | Add +1.7% | 11,487 | $290K |
| Zhang Financial LLC | 0.02% | Reduce -7.3% | 11,458 | $289K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Reduce -3.3% | 11,450 | $289K |
| Valued Wealth Advisors LLC | 0.20% | Reduce -0.1% | 11,446 | $289K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -8.6% | 11,366 | $287K |
| American Capital Advisory, LLC | 0.25% | Add +140.9% | 11,620 | $285K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,030 | $279K |
| Clearstead Advisors, LLC | 0.01% | Reduce -39.2% | 10,466 | $278K |
| Strategic Financial Concepts, LLC | 0.07% | New | 10,907 | $275K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -5.3% | 10,867 | $274K |
| Stone Summit Wealth LLC | 0.09% | Add +5.8% | 10,767 | $272K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -2.3% | 10,658 | $269K |
| Richard P Slaughter Associates Inc | 0.06% | Add +7.6% | 10,612 | $268K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -0.1% | 10,547 | $266K |
| Gould Asset Management LLC | 0.06% | Reduce -34.0% | 10,520 | $266K |
| Lincoln National Corp. | 0.00% | Reduce -2.5% | 10,477 | $265K |
| True North Advisors, LLC | 0.07% | Reduce -20.3% | 10,231 | $258K |
| IFP Advisors, Inc | 0.01% | Reduce -39.8% | 10,162 | $257K |
| Parkside Advisors LLC | 0.07% | New | 10,142 | $256K |
| Sage Financial Group Inc. | 0.02% | Reduce -4.6% | 10,122 | $256K |
| Principal Securities, Inc. | 0.01% | Add +38.9% | 10,110 | $255K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -11.5% | 9,991 | $252K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -18.7% | 9,971 | $252K |
| Fifth Third Bancorp | 0.00% | Reduce -20.9% | 9,964 | $252K |
| Fisher Asset Management | 0.00% | New | 9,939 | $251K |
| Successful Portfolios LLC | 0.17% | Reduce -10.5% | 9,926 | $251K |
| Argent Trust Co | 0.01% | No change | 9,864 | $249K |
| Ritholtz Wealth Management | 0.01% | Reduce -22.9% | 9,821 | $248K |
| Gill Capital Partners, LLC | 0.10% | Add +11.4% | 9,576 | $244K |
| Portside Wealth Group, LLC | 0.04% | New | 9,473 | $239K |
| Empirical Asset Management, LLC | 0.12% | Add +3.5% | 9,443 | $238K |
| Warwick Investment Management, Inc. | 0.06% | Add +7.7% | 9,384 | $237K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 9,592 | $237K |
| Nikulski Financial, Inc. | 0.08% | Reduce -27.6% | 9,370 | $237K |
| Schaeffer Financial LLC | 0.24% | Reduce -7.7% | 9,363 | $236K |
| Connecticut Wealth Management, LLC | 0.01% | Add +1.2% | 9,351 | $236K |
| Cordant, Inc. | 0.13% | No change | 9,210 | $233K |
| Long Island Wealth Management, Inc. | 0.16% | Add +0.0% | 9,188 | $232K |
| ETF Store, Inc. | 0.13% | Add +3.3% | 9,179 | $232K |
| Caprock Group, LLC | 0.01% | Reduce -1.0% | 9,167 | $231K |
| JFG Wealth Management, LLC | 0.06% | No change | 9,141 | $231K |
| Advisory Alpha, LLC | 0.01% | Reduce -36.2% | 9,121 | $230K |
| CIBC Private Wealth Group LLC | 0.00% | New | 9,080 | $230K |
| Benjamin Edwards Inc. | 0.05% | Add +11.1% | 9,086 | $229K |
| Arlington Trust Co LLC | 0.06% | No change | 9,061 | $229K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +5.1% | 9,535 | $228K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 8,977 | $227K |
| Great Waters Wealth Management | 0.04% | Reduce -18.4% | 8,966 | $226K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.7% | 8,832 | $223K |
| Johnson Investment Counsel Inc. | 0.00% | New | 8,820 | $223K |
| Ironwood Investment Management LLC | 0.11% | Reduce -10.1% | 8,670 | $219K |
| Private Capital Management, LLC | 0.02% | No change | 8,669 | $219K |
| Pine Haven Investment Counsel, Inc | 0.19% | Reduce -4.2% | 8,668 | $219K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 8,622 | $218K |
| Waterfront Wealth Inc. | 0.06% | Reduce -13.0% | 8,521 | $218K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 8,582 | $217K |
| Twele Capital Management, Inc. | 0.05% | Add +4.5% | 8,539 | $216K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -15.0% | 8,527 | $215K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.1% | 8,326 | $210K |
| PFG Advisors | 0.02% | Reduce -2.3% | 8,313 | $210K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 8,266 | $209K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,250 | $208K |
| Harbour Investments, Inc. | 0.01% | Add +10.8% | 8,241 | $208K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.7% | 8,233 | $208K |
| InterOcean Capital Group, LLC | 0.00% | Reduce -13.7% | 8,197 | $207K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -18.0% | 8,116 | $205K |
| Summit Financial, LLC | 0.01% | No change | 8,114 | $205K |
| Glaxis Capital Management, LLC | 0.38% | No change | 8,101 | $205K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -76.6% | 8,039 | $203K |
| Ieq Capital, LLC | 0.00% | Reduce -23.6% | 8,029 | $203K |
| Insigneo Advisory Services, LLC | 0.02% | New | 8,025 | $203K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -24.6% | 8,014 | $202K |
| Acas, LLC | 0.19% | New | 7,968 | $201K |
| Guardian Wealth Advisors, LLC | 0.13% | New | 7,958 | $201K |
| Front Row Advisors LLC | 0.07% | Reduce -0.5% | 7,464 | $188K |
| Franklin Resources Inc. | 0.00% | Reduce -9.7% | 7,455 | $188K |
| Qube Research & Technologies Ltd | 0.00% | Add +759.0% | 7,250 | $183K |
| Private Wealth Management Group, LLC | 0.08% | No change | 6,665 | $168K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $162K |
| Smartleaf Asset Management LLC | 0.03% | Add +285.2% | 6,336 | $159K |
| Versant Capital Management, Inc | 0.05% | No change | 6,291 | $159K |
| Evolution Advisers, Inc. | 0.09% | Reduce -4.4% | 5,689 | $144K |
| Blue Chip Partners, LLC | 0.01% | Reduce -25.6% | 5,431 | $137K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -14.8% | 5,288 | $134K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.7% | 5,222 | $132K |
| Colonial Trust Co / SC | 0.02% | No change | 5,200 | $131K |
| Birchbrook, Inc. | 0.08% | Reduce -2.0% | 5,036 | $127K |
| New Republic Capital, LLC | 0.08% | No change | 4,869 | $123K |
| Newton One Investments LLC | 0.05% | No change | 4,719 | $119K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -12.3% | 4,557 | $115K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -97.6% | 4,536 | $115K |
| Howe & Rusling Inc. | 0.01% | Add +59.6% | 4,516 | $114K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -0.6% | 4,403 | $111K |
| Private Ocean, LLC | 0.01% | Reduce -2.6% | 4,341 | $110K |
| Clear Investment Research, LLC | 0.14% | No change | 4,255 | $107K |
| Signature Resources Capital Management, LLC | 0.10% | Reduce -10.3% | 4,298 | $107K |
| Larson Financial Group LLC | 0.01% | Reduce -16.1% | 4,179 | $106K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $105K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 4,055 | $102K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $101K |
| Crewe Advisors LLC | 0.01% | No change | 3,586 | $91K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $80K |
| Tradewinds Capital Management, LLC | 0.02% | Add +214.3% | 3,134 | $79K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 3,130 | $79K |
| Glassman Wealth Services | 0.02% | No change | 3,128 | $79K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +24.4% | 3,043 | $77K |
| WealthCollab, LLC | 0.06% | No change | 3,008 | $76K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -5.8% | 2,959 | $75K |
| Islay Capital Management, LLC | 0.06% | No change | 2,968 | $75K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -49.6% | 2,869 | $72K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +300.6% | 2,860 | $72K |
| Main Street Group, LTD | 0.04% | No change | 2,828 | $72K |
| JDM Financial Group LLC | 0.05% | No change | 2,833 | $72K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Add +51.4% | 2,706 | $68K |
| Deutsche Bank AG | 0.00% | No change | 2,698 | $68K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.4% | 2,590 | $65K |
| Citigroup Inc. | 0.00% | Add +28.4% | 2,481 | $63K |
| Bray Capital Advisors | 0.02% | No change | 2,395 | $60K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +357.3% | 2,355 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -14.4% | 2,343 | $59K |
| Family Asset Management, LLC | 0.03% | Reduce -24.6% | 2,199 | $56K |
| Friedenthal Financial | 0.03% | Reduce -0.7% | 2,154 | $54K |
| Clear Point Advisors Inc. | 0.04% | Reduce -0.5% | 2,133 | $54K |
| HM Payson & Co. | 0.00% | No change | 1,978 | $50K |
| Bessemer Group Inc. | 0.00% | Reduce -2.1% | 1,929 | $49K |
| EnRich Financial Partners LLC | 0.02% | New | 1,925 | $49K |
| Custom Portfolio Group LLC | 0.04% | Reduce -0.5% | 1,906 | $48K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 1,585 | $40K |
| Phillips Financial Management, LLC | 0.00% | Reduce -7.4% | 1,558 | $39K |
| Abich Financial Wealth Management LLC | 0.03% | Add +4912.9% | 1,554 | $39K |
| Sage Mountain Advisors LLC | 0.00% | New | 1,515 | $38K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,459 | $37K |
| Mma Asset Management LLC | 0.02% | New | 1,427 | $36K |
| UMB Bank, n.a. | 0.00% | No change | 1,403 | $35K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 1,374 | $35K |
| Orion Capital Management LLC | 0.02% | No change | 1,357 | $34K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $33K |
| Gradient Investments LLC | 0.00% | Add +112.1% | 1,266 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +147.7% | 1,251 | $32K |
| Joseph Group Capital Management | 0.02% | Reduce -17.8% | 1,249 | $32K |
| Robinswood Financial LLC | 0.01% | No change | 1,237 | $31K |
| McClarren Financial Advisors, Inc. | 0.02% | No change | 1,206 | $31K |
| Your Advocates Ltd., LLP | 0.01% | No change | 1,190 | $30K |
| Tompkins Financial Corp. | 0.00% | No change | 1,147 | $29K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +10.5% | 1,050 | $27K |
| Capital Analysts, LLC | 0.00% | New | 1,039 | $26K |
| GS Investments, Inc. | 0.01% | No change | 915 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 967 | $23K |
| FSA Wealth Management LLC | 0.01% | New | 886 | $22K |
| Impact Partnership Wealth, LLC | 0.01% | No change | 844 | $21K |
| Palisade Asset Management, LLC | 0.00% | New | 806 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 792 | $20K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -86.6% | 777 | $20K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -98.1% | 750 | $19K |
| Beacon Capital Management, LLC | 0.00% | No change | 737 | $19K |
| Blue Trust, Inc. | 0.00% | Reduce -42.7% | 735 | $19K |
| Emfo, LLC | 0.02% | No change | 733 | $19K |
| Investors Research Corp | 0.00% | Add +9.0% | 705 | $18K |
| Raleigh Capital Management Inc. | 0.01% | New | 661 | $17K |
| M&R Capital Management Inc. | 0.00% | Reduce -3.0% | 645 | $16K |
| Blume Capital Management, Inc. | 0.00% | No change | 608 | $15K |
| Clarkston Capital Partners, LLC | 0.00% | Reduce -53.0% | 589 | $15K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -20.8% | 571 | $14K |
| Hollencrest Capital Management | 0.00% | No change | 545 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +28.8% | 541 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -10.5% | 527 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 517 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Add +75.2% | 515 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 491 | $12K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $11K |
| Rise Advisors, LLC | 0.01% | No change | 400 | $10K |
| Providence Capital Advisors, LLC | 0.00% | No change | 395 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 393 | $10K |
| National Bank of Canada | 0.00% | No change | 399 | $10K |
| First Command Advisory Services, Inc. | 0.00% | New | 379 | $10K |
| Windsor Advisory Group, LLC | 0.03% | Reduce -5.0% | 359 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +2.6% | 349 | $9K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +9.2% | 343 | $9K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 343 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 308 | $8K |
| Mascoma Wealth Management LLC | 0.00% | No change | 285 | $7K |
| MTM Investment Management, LLC | 0.00% | New | 280 | $7K |
| Assetmark, Inc. | 0.00% | New | 277 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 263 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 260 | $7K |
| Macroview Investment Management LLC | 0.01% | No change | 259 | $7K |
| Anfield Capital Management, LLC | 0.00% | New | 244 | $6K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $6K |
| Key Financial Inc | 0.00% | No change | 234 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 221 | $6K |
| Rice Partnership, LLC | 0.00% | New | 217 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 209 | $5K |
| Wagner Wealth Management, LLC | 0.00% | Add +26.1% | 198 | $5K |
| Castleview Partners, LLC | 0.00% | Add +71.6% | 187 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 175 | $4K |
| CNB Bank | 0.00% | New | 173 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 153 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -86.2% | 150 | $4K |
| Kozak & Associates, Inc. | 0.00% | New | 134 | $4K |
| Archer Investment Corp | 0.00% | No change | 137 | $3K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 125 | $3K |
| Davis Capital Management | 0.00% | Reduce -21.1% | 123 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 111 | $3K |
| Atmos Advisory, LLC | 0.00% | No change | 105 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 103 | $3K |
| Wiser Advisor Group LLC | 0.00% | Reduce -1.0% | 101 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 100 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 100 | $3K |
| Nemes Rush Group LLC | 0.00% | New | 91 | $2K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -92.0% | 83 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | New | 83 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -49.7% | 77 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 74 | $2K |
| Colonial Trust Advisors | 0.00% | New | 60 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 58 | $1K |
| Kelly Financial Services LLC | 0.00% | No change | 55 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 48 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $1K |
| Studio Investment Management LLC | 0.00% | New | 42 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 40 | $1K |
| Avion Wealth | 0.00% | No change | 38 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 65 | $1K |
| Sandy Spring Bank | 0.00% | Reduce -95.8% | 38 | $960 |
| Arax Advisory Partners | 0.00% | Reduce -93.3% | 35 | $889 |
| Creekmur Asset Management LLC | 0.00% | New | 33 | $833 |
| Trust Co. of Vermont | 0.00% | No change | 33 | $833 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $556 |
| Stephens Consulting, LLC | 0.00% | No change | 19 | $480 |
| Bokf, NA | 0.00% | Reduce -98.7% | 14 | $355 |
| NWK Group, Inc. | 0.00% | Reduce -38.1% | 13 | $328 |
| Angeles Wealth Management, LLC | 0.00% | New | 8 | $202 |
| NewSquare Capital LLC | 0.00% | No change | 6 | $152 |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $152 |
| Pacifica Partners Inc. | 0.00% | No change | 4 | $100 |
| NBT Bank, N.A. | 0.00% | Reduce -75.0% | 2 | $51 |
| Hanson & Doremus Investment Management | 0.00% | No change | 1 | $0 |
| Centerpoint Advisors, LLC | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is SCHE's weight in each manager's 13F, not the share of Schwab Emrg Mrkts Eqty ETF the manager owns.