Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q3 2024 (September 30)727holders +6
45new positions
40sold out
2famous investors
$29.15avg. 13F price*
At the end of Q3 2024, 727 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 6 from Q2 2024. 45 opened new positions and 40 sold out. The largest holders were Creative Planning ($619.4M), Financial Engines Advisors L.L.C. ($560.5M) and HighTower Advisors, LLC ($227.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $42.6M |
| Exits | 40 | $2.7B |
All 13F filers, Q2 2024 → Q3 2024: 10,123,854 shares bought and 105,969,693 shares sold, net −95,845,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 727 holders
| Creative Planning | 0.61% | Reduce -4.1% | 21,228,179 | $619.4M |
| Financial Engines Advisors L.L.C. | 1.17% | Reduce -1.9% | 19,207,848 | $560.5M |
| HighTower Advisors, LLC | 0.34% | Add +7.5% | 7,807,789 | $227.8M |
| US Bancorp \de | 0.14% | Add +12168.2% | 3,812,699 | $111.3M |
| SageView Advisory Group, LLC | 4.21% | Reduce -11.4% | 2,843,492 | $83.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.3% | 2,432,988 | $71.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -3.2% | 2,314,572 | $67.5M |
| Rebalance, LLC | 4.39% | Add +5.2% | 2,055,415 | $60.0M |
| Mather Group, Llc. | 0.76% | Reduce -15.2% | 2,035,106 | $59.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -0.9% | 1,924,028 | $56.6M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 1,910,391 | $55.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.3% | 1,853,436 | $54.1M |
| Orgel Wealth Management, LLC | 1.25% | Add +4.6% | 1,706,521 | $49.8M |
| Rakuten Investment Management, Inc. | 0.29% | Add +21.8% | 1,667,980 | $49.2M |
| FMR LLC | 0.00% | Add +6.7% | 1,552,161 | $45.3M |
| Moneta Group Investment Advisors LLC | 0.65% | Add +11.0% | 1,527,541 | $44.6M |
| Heartwood Wealth Advisors LLC | 4.85% | Add +0.6% | 1,501,304 | $43.8M |
| McAdam, LLC | 2.14% | Reduce -5.7% | 1,304,505 | $38.1M |
| Krilogy Financial LLC | 2.59% | Reduce -1.9% | 1,290,170 | $37.6M |
| Cooper/Haims Advisors, LLC | 19.68% | Add +1.6% | 1,226,413 | $35.8M |
| Wells Fargo & Company | 0.01% | Add +16.9% | 1,173,872 | $34.3M |
| Mariner, LLC | 0.06% | Reduce -0.6% | 1,144,296 | $33.4M |
| BlueSky Wealth Advisors, LLC | 5.12% | Add +4.2% | 1,130,665 | $33.0M |
| Jones Financial Companies LLLP | 0.03% | Add +0.9% | 1,066,757 | $31.2M |
| Klingenstein Fields & Co. LP | 1.15% | Reduce -4.7% | 995,072 | $29.0M |
| Rainey & Randall Wealth Advisors Inc. | 6.15% | Reduce -0.1% | 981,067 | $28.6M |
| JMG Financial Group, Ltd. | 0.93% | Add +5.1% | 931,405 | $27.2M |
| Corient Private Wealth LP | 0.04% | Add +0.8% | 910,048 | $26.6M |
| Wealthspire Advisors, LLC | 0.27% | Add +4.3% | 899,039 | $26.2M |
| Cerity Partners LLC | 0.05% | Add +72.7% | 841,663 | $24.6M |
| Benjamin Edwards Inc. | 0.32% | Add +7554.9% | 762,735 | $22.3M |
| Ballentine Partners, LLC | 0.37% | Reduce -1.4% | 736,243 | $21.5M |
| UBS Group AG | 0.01% | Add +1.3% | 725,279 | $21.2M |
| Clearwater Capital Advisors, LLC | 1.91% | Add +4.4% | 671,161 | $19.6M |
| Cetera Investment Advisers | 0.04% | Add +1.6% | 653,625 | $19.1M |
| Sanctuary Advisors, LLC | 0.12% | Add +130.6% | 679,738 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 629,686 | $18.4M |
| SCS Capital Management LLC | 0.37% | Reduce -8.5% | 629,559 | $18.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +8.1% | 563,307 | $16.4M |
| HBK Sorce Advisory LLC | 0.50% | Reduce -0.5% | 562,108 | $16.4M |
| JPMorgan Chase & Co. | 0.00% | Add +321.7% | 526,876 | $15.4M |
| Charles Schwab Trust Co | 1.32% | Add +14.5% | 525,239 | $15.3M |
| Summit Wealth & Retirement Planning, Inc. | 4.89% | Add +2.7% | 525,175 | $15.3M |
| Lake Street Advisors Group, LLC | 0.69% | Add +7.1% | 508,858 | $14.8M |
| Alliance Wealth Management Group | 3.84% | Reduce -4.0% | 494,504 | $14.4M |
| Towercrest Capital Management | 2.33% | Reduce -4.0% | 494,504 | $14.4M |
| LPL Financial LLC | 0.01% | Add +2.7% | 483,408 | $14.1M |
| Pure Portfolios Holdings LLC | 5.20% | — | 472,198 | $13.8M |
| Invst, LLC | 1.64% | Reduce -13.0% | 464,527 | $13.6M |
| Wooster Corthell Wealth Management, Inc. | 2.83% | Add +0.6% | 454,799 | $13.3M |
| Pathstone Holdings, LLC | 0.06% | Add +0.2% | 453,228 | $13.2M |
| Cresset Asset Management, LLC | 0.05% | Reduce -22.2% | 436,310 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +24.4% | 423,832 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.6% | 422,253 | $12.3M |
| Naples Global Advisors, LLC | 1.07% | Add +2.8% | 393,306 | $11.5M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -5.8% | 380,180 | $11.1M |
| Tidal Investments LLC | 0.12% | New | 362,318 | $10.6M |
| Adamsbrown Wealth Consultants LLC | 3.62% | Add +3.1% | 357,859 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +31.3% | 355,797 | $10.4M |
| Cabot Wealth Management Inc. | 1.27% | Add +1.5% | 349,397 | $10.2M |
| Hantz Financial Services, Inc. | 0.18% | Reduce -6.2% | 348,003 | $10.2M |
| Fund Evaluation Group, LLC | 0.56% | Reduce -0.9% | 345,130 | $10.1M |
| North Star Asset Management Inc. | 0.45% | Reduce -1.5% | 344,368 | $10.0M |
| Steele Capital Management, Inc. | 0.52% | Reduce -1.6% | 341,049 | $10.0M |
| Garde Capital, Inc. | 0.65% | Reduce -8.7% | 340,834 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +178.5% | 336,317 | $9.8M |
| Red Tortoise LLC | 4.94% | Reduce -2.3% | 335,965 | $9.8M |
| HC Advisors, LLC | 7.86% | Add +9.0% | 327,443 | $9.6M |
| Visionary Wealth Advisors | 0.57% | Reduce -2.1% | 323,767 | $9.4M |
| RKL Wealth Management LLC | 0.85% | Reduce -5.7% | 321,785 | $9.4M |
| MorganRosel Wealth Management, LLC | 3.08% | Add +0.1% | 319,659 | $9.3M |
| Apriem Advisors | 1.09% | Reduce -3.9% | 319,049 | $9.3M |
| Focus Partners Wealth | 0.03% | New | 304,838 | $8.9M |
| Brand Asset Management Group, Inc. | 3.43% | Reduce -0.8% | 299,919 | $8.8M |
| Waverly Advisors, LLC | 0.16% | Reduce -5.4% | 296,386 | $8.6M |
| TruNorth Capital Management, LLC | 2.49% | Add +5.9% | 287,989 | $8.4M |
| Seneca Financial Advisors LLC | 4.03% | Add +0.1% | 284,120 | $8.3M |
| Wedmont Private Capital | 0.46% | Add +2.0% | 267,512 | $8.1M |
| Zacks Investment Management | 0.07% | Add +16.5% | 269,500 | $7.9M |
| Ballast Advisors LLC | 2.38% | Reduce -2.5% | 263,619 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.7% | 262,972 | $7.7M |
| Buckingham Capital Management, Inc. | 0.86% | Reduce -0.5% | 258,826 | $7.6M |
| Callan Capital, LLC | 0.53% | Reduce -6.4% | 258,198 | $7.5M |
| Avalon Capital Management | 2.28% | New | 258,083 | $7.5M |
| Holistic Financial Partners | 3.44% | Add +1.1% | 245,216 | $7.2M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -6.3% | 241,684 | $7.1M |
| Boltwood Capital Management | 2.08% | Reduce -3.1% | 240,689 | $7.0M |
| Main Street Financial Solutions, LLC | 0.64% | Add +2.5% | 239,746 | $7.0M |
| Arkansas Financial Group, Inc. | 1.11% | Reduce -2.9% | 232,141 | $6.8M |
| Ackerman Capital Advisors, LLC | 1.73% | Reduce -2.1% | 229,973 | $6.7M |
| Freedom Investment Management, Inc. | 0.53% | Reduce -1.3% | 229,842 | $6.7M |
| Stifel Financial Corp. | 0.01% | Reduce -10.1% | 222,551 | $6.5M |
| St. Louis Trust Co | 0.90% | No change | 220,000 | $6.4M |
| Courage Miller Partners, LLC | 2.16% | Reduce -0.7% | 219,778 | $6.4M |
| Atria Investments, Inc | 0.08% | Add +2.4% | 213,951 | $6.2M |
| Nations Financial Group Inc, /Ia/ | 0.45% | Add +0.8% | 211,280 | $6.2M |
| Boyd Wealth Management, LLC | 3.11% | Reduce -46.3% | 210,215 | $6.1M |
| Cornerstone Wealth Advisors, Inc. | 1.70% | Add +1.4% | 209,380 | $6.1M |
| OLIO Financial Planning | 2.57% | Add +0.3% | 246,945 | $6.1M |
| Gemmer Asset Management LLC | 0.61% | Add +7.4% | 208,995 | $6.1M |
| Bank of America Corp. | 0.00% | Add +9.6% | 206,751 | $6.0M |
| Marotta Asset Management | 1.18% | Reduce -2.1% | 206,733 | $6.0M |
| Strid Group, LLC | 0.89% | Reduce -1.8% | 199,644 | $5.8M |
| Rockbridge Investment Management, LCC | 0.75% | Reduce -11.9% | 199,161 | $5.8M |
| Nicholas Hoffman & Company, LLC. | 0.24% | Add +0.5% | 198,427 | $5.8M |
| SigFig Wealth Management, LLC | 0.21% | Add +4.3% | 374,242 | $5.7M |
| Upper Left Wealth Management, LLC | 4.87% | Reduce -1.3% | 204,360 | $5.6M |
| Guardian Financial Partners, LLC | 3.44% | Add +2.5% | 188,276 | $5.5M |
| Kohmann Bosshard Financial Services, LLC | 0.67% | Add +0.3% | 186,217 | $5.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -2.0% | 185,683 | $5.4M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -2.4% | 185,045 | $5.4M |
| WBH Advisory Inc. | 0.51% | Add +2.1% | 182,863 | $5.3M |
| LifePlan Investment Advisors, Inc. | 3.41% | Add +1.1% | 182,804 | $5.3M |
| Savant Capital, LLC | 0.04% | Add +3.0% | 178,093 | $5.2M |
| Patriot Investment Management Group, Inc. | 0.38% | Reduce -3.0% | 175,265 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -3.9% | 174,884 | $5.1M |
| CX Institutional | 0.23% | Reduce -0.2% | 174,155 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.4% | 171,638 | $5.0M |
| Brightwater Advisory LLC | 3.68% | Reduce -2.6% | 171,156 | $5.0M |
| Parallel Advisors, LLC | 0.12% | Add +2.8% | 167,652 | $4.9M |
| Rwa Wealth Partners, LLC | 0.06% | Add +0.3% | 165,116 | $4.8M |
| Bishop & Co Investment Management, LLC | 1.78% | Add +1.1% | 160,546 | $4.7M |
| Bangor Savings Bank | 0.44% | Reduce -2.3% | 160,271 | $4.7M |
| Bluespring Wealth Management, LLC | 0.46% | Reduce -0.4% | 157,176 | $4.6M |
| Joule Financial, LLC | 1.61% | Add +4.7% | 151,924 | $4.4M |
| Wakefield Asset Management LLLP | 1.42% | Reduce -0.9% | 149,156 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -7.1% | 143,803 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.4% | 141,995 | $4.1M |
| Sightline Wealth Advisors, LLC | 2.28% | Reduce -5.5% | 141,594 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -24.6% | 138,430 | $4.0M |
| Rothschild Wealth LLC | 1.19% | Add +121.9% | 48,103 | $4.0M |
| Power Wealth Management LLC | 1.70% | Add +10.0% | 136,234 | $4.0M |
| Christensen, King & Associates Investment Services, Inc. | 1.82% | Reduce -1.9% | 132,598 | $3.9M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -1.6% | 132,487 | $3.9M |
| Cape Investment Advisory, Inc. | 1.55% | Add +0.4% | 131,456 | $3.8M |
| BCK Partners, Inc. | 1.80% | Add +0.5% | 129,426 | $3.8M |
| Denver PWM, LLC | 1.42% | Add +1.5% | 128,023 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.9% | 127,398 | $3.7M |
| Embree Financial Group | 0.65% | Reduce -0.8% | 125,513 | $3.7M |
| Berkshire Asset Management LLC | 0.19% | No change | 137,810 | $3.7M |
| Cascade Financial Partners, LLC | 0.45% | Add +0.0% | 124,805 | $3.6M |
| Armor Investment Advisors, LLC | 1.48% | Add +7.7% | 122,335 | $3.6M |
| Texas Yale Capital Corp. | 0.15% | Add +0.0% | 121,176 | $3.5M |
| Composition Wealth, LLC | 0.08% | Reduce -6.8% | 120,021 | $3.5M |
| Valley National Advisers Inc. | 0.63% | Reduce -37.3% | 119,846 | $3.5M |
| FIDELIS iM, LLC | 1.58% | Add +2.8% | 119,477 | $3.5M |
| PrairieView Partners, LLC | 0.36% | Reduce -3.0% | 118,512 | $3.5M |
| Perigon Wealth Management, LLC | 0.09% | Add +1.9% | 118,146 | $3.4M |
| Fortis Capital Management LLC | 0.69% | Add +2.9% | 117,340 | $3.4M |
| Destination Wealth Management | 0.11% | Reduce -2.9% | 116,178 | $3.4M |
| WealthShield Partners, LLC | 0.46% | Reduce -5.0% | 116,123 | $3.4M |
| Myecfo, LLC | 1.83% | Reduce -2.8% | 115,661 | $3.4M |
| ZynergyRetirementPlanningLLC | 2.34% | Reduce -0.8% | 113,924 | $3.3M |
| Retirement Guys Formula LLC | 1.52% | Reduce -2.0% | 111,890 | $3.3M |
| Sunbelt Securities, Inc. | 0.32% | Add +0.7% | 111,266 | $3.2M |
| Omega Financial Group, LLC | 1.23% | Reduce -9.4% | 111,064 | $3.2M |
| Ethos Financial Group, LLC | 0.53% | Add +2.4% | 109,592 | $3.2M |
| Strategic Financial Planning, Inc. | 2.10% | Reduce -4.2% | 108,981 | $3.2M |
| Bogart Wealth, LLC | 0.15% | Reduce -2.6% | 108,458 | $3.2M |
| Debussy Capital Management LP | 0.92% | Add +2.1% | 108,454 | $3.2M |
| Gleason Group, Inc. | 0.57% | Add +47.0% | 106,591 | $3.1M |
| Brandywine Oak Private Wealth LLC | 0.30% | Reduce -0.0% | 106,165 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce 0.0% | 104,733 | $3.1M |
| Koesten, Hirschmann & Crabtree, INC. | 1.77% | Reduce -1.7% | 104,023 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 102,121 | $3.0M |
| Pioneer Wealth Management Group | 1.42% | Reduce -5.3% | 102,041 | $3.0M |
| Y-Intercept (Hong Kong) Ltd | 0.18% | New | 100,708 | $2.9M |
| Kathmere Capital Management, LLC | 0.27% | Reduce -2.4% | 100,358 | $2.9M |
| Cobblestone Capital Advisors LLC | 0.16% | Reduce -1.4% | 99,157 | $2.9M |
| Creekside Partners | 1.49% | Reduce -4.0% | 99,076 | $2.9M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -0.3% | 98,959 | $2.9M |
| Oakwell Private Wealth Management, LLC | 0.83% | Reduce -7.0% | 98,825 | $2.9M |
| Quadrant Capital Group LLC | 0.20% | Reduce -1.8% | 98,451 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Add +10.2% | 97,589 | $2.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.58% | Reduce -2.8% | 97,391 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +6.7% | 96,799 | $2.8M |
| Kowal Investment Group, LLC | 0.52% | Add +20.7% | 96,135 | $2.8M |
| Stonekeep Investments, LLC | 2.17% | Add +2.4% | 96,086 | $2.8M |
| Lee Financial Co | 0.40% | Reduce -0.0% | 95,916 | $2.8M |
| FAS Wealth Partners, Inc. | 0.22% | Reduce -4.2% | 95,781 | $2.8M |
| Pinkerton Wealth, LLC | 0.40% | Add +8.3% | 94,029 | $2.7M |
| Leavell Investment Management, Inc. | 0.14% | Reduce -6.2% | 93,842 | $2.7M |
| Hengehold Capital Management LLC | 0.26% | Reduce -0.9% | 92,260 | $2.7M |
| Arcataur Capital Management LLC | 0.89% | Reduce -0.4% | 89,955 | $2.6M |
| Plum Street Advisors, LLC | 1.32% | Add +1.1% | 89,568 | $2.6M |
| Curbstone Financial Management Corp | 0.56% | Add +0.2% | 89,550 | $2.6M |
| Howard Financial Services, LTD. | 0.37% | Add +9.4% | 88,384 | $2.6M |
| Ifrah Financial Services, Inc. | 0.69% | Add +2.2% | 88,058 | $2.6M |
| AllSquare Wealth Management LLC | 1.46% | Add +4.4% | 88,002 | $2.6M |
| West Paces Advisors Inc. | 0.62% | No change | 87,263 | $2.5M |
| Etesian Wealth Advisors, Inc. | 1.12% | Reduce -25.1% | 84,634 | $2.5M |
| Breakwater Investment Management | 1.00% | Add +4.5% | 81,838 | $2.4M |
| Marshall Financial Group Inc. | 0.72% | Reduce -1.2% | 81,452 | $2.4M |
| Tortoise Investment Management, LLC | 0.25% | Reduce -13.3% | 80,781 | $2.4M |
| Asset Management Group, Inc. | 0.33% | Reduce -2.2% | 80,627 | $2.4M |
| Hancock Whitney Corp. | 0.08% | Reduce -54.6% | 80,447 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +7.6% | 79,673 | $2.3M |
| Betterment LLC | 0.01% | Add +6.3% | 79,175 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -22.6% | 78,803 | $2.3M |
| Breed's Hill Capital LLC | 1.88% | No change | 78,457 | $2.3M |
| Avior Wealth Management, LLC | 0.09% | Reduce -34.6% | 78,167 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Reduce -2.8% | 79,449 | $2.3M |
| Cambridge Financial Group, LLC | 0.95% | Reduce -0.6% | 78,009 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -14.4% | 76,457 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.4% | 75,468 | $2.2M |
| Orcam Financial Group | 2.13% | Add +0.1% | 75,354 | $2.2M |
| Roberts Wealth Advisors, LLC | 0.70% | Reduce -0.3% | 73,893 | $2.2M |
| Anchor Investment Management, LLC | 0.20% | Reduce -4.9% | 73,938 | $2.2M |
| Chesapeake Wealth Management | 0.70% | Add +3.0% | 70,459 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +14.3% | 69,771 | $2.0M |
| Lodestar Private Asset Management LLC | 0.26% | Reduce -1.0% | 68,862 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.59% | Reduce -2.5% | 68,250 | $2.0M |
| Ironwood Wealth Management, LLC. | 0.59% | Reduce -0.6% | 67,425 | $2.0M |
| GYL Financial Synergies, LLC | 0.15% | Add +5.3% | 67,217 | $2.0M |
| TPG Advisors LLC | 1.53% | Reduce -2.8% | 66,855 | $2.0M |
| Northwest Capital Management Inc | 0.70% | Reduce -0.4% | 66,109 | $1.9M |
| Apollon Wealth Management, LLC | 0.05% | Add +0.3% | 65,962 | $1.9M |
| Blankinship & Foster, LLC | 0.47% | Reduce -1.1% | 65,183 | $1.9M |
| Diversified, LLC | 0.21% | Add +11.1% | 64,996 | $1.9M |
| Diversified Enterprises, LLC | 0.21% | — | 64,996 | $1.9M |
| Focus Financial Network, Inc. | 0.08% | Reduce -7.1% | 64,260 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -2.5% | 64,097 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.4% | 63,983 | $1.9M |
| Ami Investment Management Inc. | 0.62% | Add +0.6% | 63,078 | $1.8M |
| Fort Point Capital Partners LLC | 0.23% | Reduce -2.3% | 62,486 | $1.8M |
| Opus Capital Group, LLC | 0.22% | Reduce -0.6% | 61,656 | $1.8M |
| Whittier Trust Co. | 0.02% | No change | 60,227 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +26.0% | 60,165 | $1.8M |
| Soltis Investment Advisors LLC | 0.17% | Reduce -38.6% | 59,049 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.35% | Add +2.3% | 59,036 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Reduce -3.4% | 58,934 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.26% | Reduce -8.5% | 58,655 | $1.7M |
| Allworth Financial LP | 0.01% | Add +1.7% | 58,346 | $1.7M |
| James J. Burns & Company, LLC | 0.30% | Reduce -0.5% | 57,538 | $1.7M |
| FinDec Wealth Services, Inc. | 0.96% | Reduce -0.7% | 56,786 | $1.7M |
| MAI Capital Management | 0.02% | Add +1.4% | 56,236 | $1.6M |
| Carmichael Hill & Associates, Inc. | 0.61% | Add +0.6% | 56,131 | $1.6M |
| Raymond James & Associates | 0.00% | Add +1.5% | 55,369 | $1.6M |
| Waterford Advisors, LLC | 0.82% | Reduce -8.2% | 55,271 | $1.6M |
| Thompson Investment Management, Inc. | 0.23% | Add +0.5% | 55,227 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +8.1% | 54,987 | $1.6M |
| Bailard, Inc. | 0.04% | Add +2.6% | 54,712 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +100.2% | 54,462 | $1.6M |
| Passive Capital Management, LLC. | 0.55% | Reduce -0.1% | 54,038 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -4.8% | 53,519 | $1.6M |
| Hamilton Capital, LLC | 0.12% | Add +19.6% | 55,023 | $1.6M |
| Dakota Wealth Management | 0.04% | Reduce -0.6% | 53,090 | $1.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.55% | Add +2.0% | 52,903 | $1.5M |
| Clay Northam Wealth Management, LLC | 1.06% | Reduce -0.8% | 52,773 | $1.5M |
| Von Berge Wealth Management Group, LLC | 0.94% | Reduce -31.7% | 52,899 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | New | 51,513 | $1.5M |
| Rappaport Reiches Capital Management, LLC | 0.39% | Reduce -2.2% | 50,307 | $1.5M |
| Accurate Wealth Management, LLC | 0.29% | Add +30.5% | 51,145 | $1.5M |
| Allen Capital Group, LLC | 0.18% | Add +3.2% | 49,989 | $1.5M |
| Windward Private Wealth Management Inc. | 0.56% | Add +0.5% | 49,670 | $1.4M |
| Bell Investment Advisors, Inc | 0.26% | Add +0.5% | 49,102 | $1.4M |
| Asset Dedication, LLC | 0.09% | Add +65.6% | 47,857 | $1.4M |
| Tradition Wealth Management, LLC | 0.12% | Reduce -0.0% | 47,758 | $1.4M |
| Noble Family Wealth, LLC | 0.36% | No change | 46,183 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Add +102.0% | 46,120 | $1.3M |
| World Investment Advisors | 0.04% | Add +8.9% | 45,345 | $1.3M |
| Sunburst Financial Group, LLC | 0.32% | Add +0.8% | 43,655 | $1.3M |
| HRT Financial LP | 0.01% | New | 43,601 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | New | 43,495 | $1.3M |
| Asset Allocation Strategies LLC | 0.36% | New | 43,342 | $1.3M |
| Clayton Financial Group LLC | 0.47% | Add +14.2% | 43,025 | $1.3M |
| Greenline Partners, LLC | 0.18% | Add +0.7% | 42,589 | $1.2M |
| Athena Investment Management | 0.71% | Add +7.4% | 42,429 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.23% | Reduce -5.9% | 42,104 | $1.2M |
| Northwest Investment Counselors, LLC | 0.28% | Reduce -5.8% | 42,066 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | No change | 41,783 | $1.2M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -4.9% | 41,681 | $1.2M |
| Foster Group, Inc. | 0.05% | Reduce -0.0% | 41,634 | $1.2M |
| Madden Advisory Services, Inc. | 0.55% | Add +11.0% | 41,217 | $1.2M |
| Silver Oak Securities, Incorporated | 0.13% | Add +397.1% | 40,462 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.64% | Reduce -7.8% | 40,743 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | No change | 40,695 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -0.3% | 40,575 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -5.8% | 40,440 | $1.2M |
| RE Dickinson Investment Advisors, LLC | 0.66% | Reduce -3.3% | 40,279 | $1.2M |
| Carolina Wealth Advisors, LLC | 0.59% | Reduce -3.2% | 40,034 | $1.2M |
| Sollinda Capital Management LLC | 0.33% | Reduce -0.2% | 39,743 | $1.2M |
| Sebold Capital Management, Inc. | 0.76% | Reduce -4.1% | 39,675 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +1.6% | 39,125 | $1.1M |
| Creative Financial Designs Inc. | 0.10% | Add +1.9% | 38,987 | $1.1M |
| Kades & Cheifetz LLC | 0.64% | Add +4.7% | 38,466 | $1.1M |
| Wealthspire Retirement, LLC | 0.09% | Reduce -16.7% | 37,711 | $1.1M |
| Watershed Private Wealth LLC | 0.44% | Reduce -11.0% | 37,423 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.0% | 37,120 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.28% | Add +8.4% | 36,798 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Add +11.5% | 36,794 | $1.1M |
| Roundview Capital LLC | 0.08% | Reduce -2.0% | 36,662 | $1.1M |
| Foster & Motley Inc. | 0.07% | Reduce -5.0% | 36,146 | $1.1M |
| Bank of Montreal | 0.00% | Add +2.0% | 35,753 | $1.1M |
| Comerica Bank | 0.00% | Reduce -8.7% | 35,914 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.45% | No change | 35,837 | $1.0M |
| Ignite Planners, LLC | 0.24% | Add +5.8% | 35,802 | $1.0M |
| Altfest L J & Co. Inc. | 0.14% | Reduce -26.8% | 35,763 | $1.0M |
| Armbruster Capital Management, Inc. | 0.21% | No change | 35,771 | $1.0M |
| Global Financial Private Client, LLC | 0.41% | Reduce -0.4% | 35,679 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -14.9% | 35,548 | $1.0M |
| CIC Wealth, LLC | 0.27% | Add +1.5% | 35,360 | $1.0M |
| Eagle Strategies LLC | 0.19% | Reduce -20.8% | 35,298 | $1.0M |
| Voisard Asset Management Group, Inc. | 0.43% | Add +376.4% | 35,261 | $1.0M |
| Mission Wealth Management, LP | 0.02% | Reduce -2.1% | 34,393 | $1.0M |
| Brighton Jones LLC | 0.04% | Reduce -24.4% | 34,192 | $998K |
| Waypoint Capital Advisors, LLC | 0.21% | Reduce -2.1% | 34,141 | $996K |
| Vawter Financial, Ltd. | 0.60% | Add +3.2% | 33,875 | $988K |
| Cahill Financial Advisors Inc. | 0.13% | Add +0.1% | 33,791 | $986K |
| Fort Vancouver Investment Management, LLC | 0.85% | Add +27.3% | 33,592 | $980K |
| CVA Family Office, LLC | 0.16% | Reduce -12.2% | 33,530 | $978K |
| Element Wealth, LLC | 0.51% | Add +4.1% | 32,934 | $961K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.7% | 32,729 | $955K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -0.3% | 32,718 | $955K |
| Schwallier Wealth Management LLC | 0.67% | Add +7.6% | 32,034 | $935K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -14.9% | 31,756 | $927K |
| Whitcomb & Hess, Inc. | 0.27% | Reduce -8.3% | 31,557 | $921K |
| Broadview Financial Management, LLC | 0.62% | Reduce -1.0% | 31,183 | $910K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.4% | 30,999 | $905K |
| Citadel Advisors | 0.00% | Reduce -22.5% | 30,864 | $901K |
| Elser Financial Planning, Inc | 1.30% | Add +5.9% | 30,824 | $899K |
| Firestone Capital Management | 0.22% | Reduce -5.6% | 30,074 | $878K |
| Bensler, LLC | 0.11% | Reduce -9.6% | 29,849 | $871K |
| Morling Financial Advisors, LLC | 0.33% | Reduce -6.4% | 29,815 | $870K |
| Global Retirement Partners, LLC | 0.03% | Reduce -2.4% | 29,597 | $864K |
| American Investment Services, Inc. | 0.14% | No change | 29,550 | $862K |
| Frontier Asset Management, LLC | 0.29% | Reduce -1.9% | 29,528 | $862K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -4.5% | 29,283 | $854K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -6.5% | 28,254 | $824K |
| Townsquare Capital LLC | 0.01% | Add +11.9% | 27,320 | $797K |
| Sigma Planning Corp | 0.02% | Add +1.2% | 27,277 | $796K |
| Everhart Financial Group, Inc. | 0.17% | Add +4.2% | 27,035 | $789K |
| Lyell Wealth Management, LP | 0.07% | Add +0.6% | 26,414 | $771K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -54.1% | 26,225 | $765K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.1% | 26,176 | $764K |
| C M Bidwell & Associates Ltd. | 0.47% | Add +2.1% | 26,117 | $762K |
| Brass Tax Wealth Management, Inc. | 0.16% | New | 26,027 | $759K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +1.5% | 25,646 | $748K |
| Global Strategic Investment Solutions, LLC | 0.09% | Add +0.9% | 25,633 | $748K |
| Rovin Capital /Ut/ | 0.27% | Add +76.2% | 25,270 | $737K |
| Kearns & Associates LLC | 0.49% | No change | 25,239 | $736K |
| Johnson Financial Group, LLC | 0.09% | Reduce -4.1% | 25,211 | $736K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.5% | 25,159 | $734K |
| CAP Partners, LLC | 0.55% | Reduce -32.5% | 25,023 | $730K |
| Fonville Wealth Management LLC | 0.25% | Reduce -0.6% | 24,610 | $718K |
| RHS Financial, LLC | 0.36% | Add +15.1% | 24,268 | $708K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.0% | 24,045 | $702K |
| Abacus Planning Group, Inc. | 0.12% | Reduce -2.9% | 23,805 | $695K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.6% | 23,556 | $687K |
| Principal Securities, Inc. | 0.02% | Reduce -2.1% | 23,477 | $685K |
| Natixis Advisors, LLC | 0.00% | Reduce -2.5% | 23,285 | $679K |
| Alaska Wealth Advisors, LLC | 0.10% | Reduce -1.3% | 23,013 | $672K |
| Aspen Investment Management Inc | 0.31% | Add +0.3% | 22,965 | $670K |
| Blair William & Co. | 0.00% | Reduce -9.8% | 22,645 | $661K |
| MCF Advisors LLC | 0.05% | Reduce -5.7% | 22,617 | $660K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -1.7% | 22,508 | $657K |
| Jentner Corp | 0.20% | Reduce -6.8% | 22,492 | $656K |
| Glenmede Trust Co. NA | 0.00% | No change | 22,254 | $649K |
| Northern Trust Corp. | 0.00% | Reduce -37.2% | 21,781 | $636K |
| DBK Financial Counsel, LLC | 0.64% | No change | 21,740 | $634K |
| Bourgeon Capital Management LLC | 0.12% | Add +5.2% | 21,666 | $632K |
| Reston Wealth Management LLC | 0.23% | Reduce -78.1% | 21,615 | $631K |
| Rosenberg Matthew Hamilton | 0.16% | Reduce -0.5% | 21,590 | $630K |
| Strategic Blueprint, LLC | 0.04% | New | 21,384 | $624K |
| Capital Planning LLC | 0.17% | Add +150.5% | 21,257 | $620K |
| Brown Advisory Inc. | 0.00% | No change | 21,257 | $620K |
| IFP Advisors, Inc | 0.02% | Add +77.4% | 21,160 | $617K |
| Operose Advisors LLC | 0.20% | Reduce -16.3% | 20,943 | $611K |
| HHM Wealth Advisors, LLC | 0.09% | Reduce -2.1% | 20,867 | $609K |
| Private Trust Co. NA | 0.06% | Reduce -9.7% | 20,680 | $603K |
| Falcon Wealth Planning | 0.07% | Reduce -6.5% | 20,575 | $600K |
| Tenret Co LLC | 0.38% | No change | 20,467 | $597K |
| Commerce Bank | 0.00% | Reduce -35.1% | 20,446 | $597K |
| Bordeaux Wealth Advisors LLC | 0.11% | New | 20,263 | $591K |
| Mendel Capital Management LLC | 0.36% | Reduce -0.8% | 20,142 | $588K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.3% | 20,422 | $587K |
| Abound Wealth Management | 0.19% | Add +2.7% | 20,070 | $586K |
| FF Advisors,LLC | 0.38% | Add +21.9% | 19,943 | $584K |
| One Capital Management, LLC | 0.02% | Reduce -19.1% | 19,982 | $583K |
| Compound Planning, Inc. | 0.04% | Reduce -2.7% | 19,967 | $583K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | Add +0.2% | 19,925 | $581K |
| Evensky & Katz LLC | 0.04% | Reduce -0.1% | 19,871 | $580K |
| Tempus Wealth Planning, LLC | 0.21% | Reduce -0.6% | 19,808 | $578K |
| CW Advisors, LLC | 0.01% | Reduce -3.3% | 19,617 | $572K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,590 | $572K |
| Signaturefd, LLC | 0.01% | Add +4.7% | 19,486 | $569K |
| Clearview Wealth Advisors LLC | 0.44% | Add +13.3% | 19,477 | $568K |
| Sterling Investment Management, LLC | 0.43% | Add +1.7% | 19,465 | $568K |
| FFT Wealth Management LLC | 0.04% | Reduce -27.7% | 19,130 | $558K |
| IHT Wealth Management, LLC | 0.02% | Add +15.3% | 19,016 | $556K |
| FC Advisory LLC | 0.19% | Add +8.5% | 19,027 | $555K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -64.5% | 18,985 | $554K |
| Blue Barn Wealth, LLC | 0.28% | Reduce -2.2% | 18,835 | $550K |
| Wilson & Boucher Capital Management, LLC | 0.38% | Reduce -1.6% | 18,784 | $548K |
| SignalPoint Asset Management, LLC | 0.13% | Add +1.5% | 18,387 | $542K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -34.3% | 18,521 | $540K |
| Sachetta, LLC | 0.21% | Reduce -14.2% | 18,426 | $538K |
| Coastwise Capital Group, LLC | 0.44% | Add +1.6% | 18,378 | $536K |
| Sachem Hill LLC | 0.11% | Reduce -0.2% | 18,196 | $531K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.7% | 18,163 | $530K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +20.7% | 18,163 | $530K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -5.8% | 18,041 | $526K |
| Garrison Asset Management, LLC | 0.27% | Add +9.1% | 17,961 | $524K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Add +0.6% | 17,853 | $521K |
| BWM Planning, LLC | 0.23% | — | 17,828 | $520K |
| Act Wealth Management, LLC | 0.23% | Add +2.3% | 17,823 | $520K |
| Lido Advisors, LLC | 0.00% | Reduce -27.0% | 17,747 | $518K |
| Laraway Financial Advisors Inc | 0.41% | Reduce -4.1% | 17,695 | $516K |
| Brookstone Capital Management | 0.01% | Reduce -4.2% | 17,652 | $515K |
| Modus Advisors, LLC | 0.17% | Reduce -2.6% | 17,506 | $511K |
| Balboa Wealth Partners | 0.13% | Add +19.8% | 17,403 | $508K |
| Coldstream Capital Management Inc. | 0.01% | New | 17,335 | $506K |
| REDW Wealth LLC | 0.13% | Reduce -0.6% | 17,033 | $497K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.24% | Reduce -23.1% | 17,005 | $496K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.2% | 16,925 | $494K |
| Acropolis Investment Management, LLC | 0.03% | Add +13.8% | 16,766 | $489K |
| Sei Investments Co. | 0.00% | Add +13.9% | 16,708 | $488K |
| Savvy Advisors, Inc. | 0.10% | Reduce -3.5% | 16,517 | $482K |
| SWS Partners | 0.15% | Add +1.4% | 16,493 | $481K |
| Meridian Wealth Management, LLC | 0.02% | New | 16,418 | $479K |
| Hill Investment Group Partners, LLC | 0.07% | No change | 17,993 | $479K |
| Diversified Portfolios, Inc. | 0.05% | Add +5.7% | 16,316 | $476K |
| Meeder Advisory Services, Inc. | 0.03% | Add +61.3% | 16,292 | $475K |
| Econ Financial Services Corp | 0.27% | Reduce -49.1% | 16,255 | $474K |
| Old National Bancorp | 0.01% | Reduce -1.3% | 16,245 | $474K |
| Clarity Capital Advisors, LLC | 0.34% | Add +0.1% | 16,224 | $473K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 16,088 | $469K |
| Horan Capital Advisors, LLC. | 0.15% | Add +2.4% | 15,973 | $466K |
| Atlas Capital Advisors Inc. | 0.07% | Add +8.8% | 15,966 | $466K |
| Squarepoint Ops LLC | 0.00% | New | 15,702 | $458K |
| Procyon Advisors, LLC | 0.03% | Add +0.0% | 15,590 | $455K |
| Evermay Wealth Management LLC | 0.07% | No change | 15,495 | $452K |
| Objective Capital Management, LLC | 0.27% | — | 15,483 | $452K |
| Qube Research & Technologies Ltd | 0.00% | Add +33.8% | 15,336 | $448K |
| Flower City Capital | 0.26% | Reduce -4.8% | 15,090 | $440K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -0.6% | 15,034 | $439K |
| Csenge Advisory Group | 0.02% | Add +6.3% | 14,879 | $438K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Reduce -9.1% | 15,001 | $438K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -6.6% | 14,975 | $437K |
| Salem Investment Counselors Inc. | 0.01% | Add +60.3% | 14,886 | $434K |
| Gradient Capital Advisors, LLC | 0.14% | Reduce -2.6% | 14,878 | $434K |
| Rehmann Capital Advisory Group | 0.03% | No change | 14,683 | $428K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +0.0% | 14,551 | $425K |
| Values Added Financial LLC | 0.27% | Reduce -6.9% | 14,534 | $424K |
| Motive Wealth Advisors | 0.25% | No change | 15,945 | $423K |
| Sheets Smith Wealth Management | 0.05% | Add +0.4% | 14,501 | $423K |
| Arbor Trust Wealth Advisors, LLC | 0.22% | No change | 15,893 | $423K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.3% | 14,462 | $422K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -4.9% | 14,301 | $417K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.4% | 14,114 | $412K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -96.2% | 13,998 | $408K |
| Indie Asset Partners, LLC | 0.31% | New | 13,997 | $408K |
| Evanson Asset Management, LLC | 0.03% | Add +16.9% | 13,794 | $402K |
| Spire Wealth Management | 0.01% | Reduce -0.2% | 13,749 | $401K |
| Ancora Advisors LLC | 0.01% | Reduce -1.9% | 13,602 | $397K |
| Smart Portfolios, LLC | 0.40% | No change | 13,580 | $396K |
| Geometric Wealth Advisors | 0.07% | Add +0.0% | 13,556 | $396K |
| Wealthfront Advisers LLC | 0.00% | Add +3.4% | 13,509 | $394K |
| Wade Financial Advisory, Inc | 0.13% | Reduce -4.1% | 13,489 | $394K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.8% | 13,342 | $389K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -22.3% | 13,256 | $387K |
| Roble, Belko & Company, Inc | 0.06% | Reduce -0.2% | 13,156 | $384K |
| James Investment Research, Inc. | 0.04% | No change | 13,038 | $380K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +14.6% | 13,025 | $380K |
| BSW Wealth Partners | 0.06% | Reduce -14.1% | 12,890 | $376K |
| Bfsg, LLC | 0.04% | Add +0.1% | 12,865 | $375K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +6.3% | 12,855 | $375K |
| SOL Capital Management CO | 0.04% | Reduce -1.0% | 12,860 | $375K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 12,732 | $372K |
| Apeiron RIA LLC | 0.11% | No change | 12,720 | $371K |
| Sunesis Advisors, LLC | 0.22% | No change | 12,698 | $371K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -0.2% | 12,658 | $369K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.9% | 12,645 | $369K |
| Retirement Planning Group, LLC | 0.02% | Reduce -9.7% | 12,473 | $364K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +50.3% | 12,451 | $363K |
| Vishria Bird Financial Group, LLC | 0.14% | New | 12,377 | $361K |
| Richard P Slaughter Associates Inc | 0.08% | Add +0.7% | 12,329 | $360K |
| Oldfather Financial Services, LLC | 0.14% | Add +2.4% | 12,299 | $359K |
| Morris Financial Concepts, Inc. | 0.15% | Reduce -0.9% | 12,165 | $355K |
| Pflug Koory, LLC | 0.02% | — | 12,084 | $353K |
| Arlington Trust Co LLC | 0.08% | No change | 12,061 | $352K |
| Richardson Capital Management LLC | 0.24% | Add +0.1% | 11,998 | $350K |
| Hardin Capital Partners, LLC | 0.20% | Add +0.0% | 11,838 | $348K |
| Ironwood Financial, llc | 0.07% | Reduce -3.3% | 11,902 | $347K |
| AQR Capital Management | 0.00% | New | 11,870 | $346K |
| AdvisorNet Financial, Inc | 0.03% | Add +5.2% | 11,860 | $346K |
| Creegan & Nassoura Financial Group, LLC | 0.22% | No change | 11,715 | $342K |
| Riversedge Advisors, LLC | 0.08% | Add +2.8% | 11,689 | $341K |
| Joseph P. Lucia & Associates, LLC | 0.15% | Add +4.5% | 11,448 | $334K |
| Two Sigma Securities, LLC | 0.03% | Reduce -17.5% | 11,420 | $333K |
| Valued Wealth Advisors LLC | 0.22% | Reduce -0.1% | 11,410 | $333K |
| Nicolet Bankshares Inc. | 0.07% | Reduce -24.0% | 11,290 | $329K |
| Vise Technologies, Inc. | 0.04% | New | 11,049 | $322K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,030 | $322K |
| Appleton Partners Inc. | 0.02% | Add +0.6% | 10,953 | $320K |
| FSM Wealth Advisors, LLC | 0.08% | Add +4.0% | 10,907 | $318K |
| Prudential Financial Inc. | 0.00% | Reduce -5.9% | 10,885 | $318K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -6.2% | 10,821 | $316K |
| Ieq Capital, LLC | 0.00% | Add +33.5% | 10,722 | $313K |
| Choreo, LLC | 0.00% | Reduce -2.2% | 10,561 | $311K |
| Stone Summit Wealth LLC | 0.10% | Reduce -0.8% | 10,657 | $311K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -1.1% | 10,536 | $307K |
| Planned Solutions, Inc. | 0.12% | Add +26.8% | 10,509 | $307K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -0.5% | 10,491 | $306K |
| True North Advisors, LLC | 0.08% | Reduce -4.7% | 10,490 | $306K |
| Empirical Asset Management, LLC | 0.11% | Add +2.1% | 10,465 | $305K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 10,446 | $305K |
| Park Avenue Securities LLC | 0.00% | Reduce -17.0% | 10,418 | $304K |
| Prossimo Advisors, LLC | 0.22% | No change | 10,267 | $300K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.5% | 10,221 | $298K |
| GTS Securities LLC | 0.01% | Reduce -55.8% | 10,177 | $297K |
| Private Capital Management, LLC | 0.03% | Add +17.1% | 10,150 | $296K |
| Parkside Advisors LLC | 0.07% | No change | 10,142 | $296K |
| SimpliFi, Inc. | 0.13% | Reduce -23.1% | 10,064 | $294K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 9,971 | $291K |
| Fifth Third Bancorp | 0.00% | No change | 9,964 | $291K |
| Advisory Services Network, LLC | 0.01% | No change | 10,928 | $290K |
| Sage Financial Group Inc. | 0.02% | Reduce -1.8% | 9,913 | $289K |
| Argent Trust Co | 0.01% | No change | 9,864 | $288K |
| Continental Investors Services, Inc. | 0.59% | Add +9.4% | 9,753 | $287K |
| AE Wealth Management LLC | 0.00% | Add +22.6% | 9,792 | $286K |
| NorthRock Partners, LLC | 0.01% | Add +19.7% | 9,757 | $285K |
| Quadrant Private Wealth Management, LLC | 0.07% | New | 9,691 | $283K |
| LGL Partners, LLC | 0.04% | Reduce -38.4% | 9,554 | $279K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +2.2% | 9,489 | $277K |
| Schaeffer Financial LLC | 0.28% | Add +0.1% | 9,375 | $274K |
| Tradewinds Capital Management, LLC | 0.07% | Reduce -98.5% | 9,312 | $272K |
| Warwick Investment Management, Inc. | 0.06% | Add +0.7% | 9,312 | $272K |
| Caprock Group, LLC | 0.01% | Add +0.1% | 9,307 | $272K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -22.5% | 9,298 | $271K |
| Zhang Financial LLC | 0.02% | Reduce -19.0% | 9,286 | $271K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.3% | 9,209 | $269K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.9% | 9,182 | $268K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -1.7% | 9,148 | $267K |
| JFG Wealth Management, LLC | 0.07% | No change | 9,141 | $267K |
| Gill Capital Partners, LLC | 0.10% | Reduce -0.6% | 9,128 | $266K |
| D.A. Davidson & Co. | 0.00% | No change | 9,119 | $266K |
| Fortem Financial Group, LLC | 0.11% | No change | 9,079 | $265K |
| Johnson Investment Counsel Inc. | 0.00% | Add +5.4% | 9,029 | $263K |
| Great Waters Wealth Management | 0.04% | Add +1.0% | 8,979 | $262K |
| Twele Capital Management, Inc. | 0.05% | Reduce -0.9% | 8,879 | $259K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -1.7% | 8,832 | $258K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 8,802 | $257K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.7% | 8,728 | $255K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 8,707 | $254K |
| ETF Store, Inc. | 0.26% | Add +0.1% | 8,647 | $252K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | Add +0.0% | 8,624 | $252K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 8,582 | $250K |
| Cordant, Inc. | 0.13% | No change | 8,515 | $248K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.1% | 8,459 | $247K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,366 | $244K |
| Ironwood Investment Management LLC | 0.12% | Reduce -3.7% | 8,349 | $244K |
| Warner Financial, Inc. | 0.11% | Reduce -58.8% | 8,283 | $242K |
| Pine Haven Investment Counsel, Inc | 0.20% | Add +0.4% | 8,272 | $241K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 8,266 | $241K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.0% | 8,242 | $240K |
| Guardian Wealth Advisors, LLC | 0.15% | Add +1.5% | 8,222 | $240K |
| Facet Wealth, Inc. | 0.01% | Add +2.2% | 8,405 | $238K |
| Waterfront Wealth Inc. | 0.06% | No change | 8,265 | $238K |
| PFG Advisors | 0.01% | Reduce -7.7% | 8,145 | $238K |
| Glaxis Capital Management, LLC | 0.92% | Add +0.1% | 8,111 | $237K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.2% | 8,055 | $235K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.5% | 7,947 | $233K |
| Acas, LLC | 0.19% | Add +0.0% | 7,969 | $233K |
| Front Row Advisors LLC | 0.08% | Add +3.5% | 7,954 | $232K |
| Panoramic Investment Advisors, LLC | 0.16% | — | 7,884 | $230K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +3.4% | 7,801 | $228K |
| Private Capital Management LLC | 0.04% | Reduce -50.5% | 7,769 | $227K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,750 | $226K |
| Sage Rhino Capital LLC | 0.05% | Add +0.1% | 7,697 | $225K |
| WFA of San Diego, LLC | 0.19% | No change | 7,619 | $222K |
| Smartleaf Asset Management LLC | 0.03% | Add +35.2% | 7,536 | $222K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -8.6% | 7,493 | $219K |
| Liberty Capital Management, Inc. | 0.05% | New | 7,487 | $218K |
| Franklin Resources Inc. | 0.00% | No change | 7,455 | $218K |
| Code Waechter LLC | 0.21% | — | 7,386 | $216K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 7,270 | $215K |
| Successful Portfolios LLC | 0.14% | Reduce -20.5% | 7,259 | $212K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 7,083 | $207K |
| LifePro Asset Management | 0.13% | New | 7,059 | $206K |
| White Wing Wealth Management | 0.16% | Reduce -39.0% | 7,052 | $206K |
| Jane Street Group, LLC | 0.00% | Reduce -97.8% | 6,990 | $204K |
| PDS Planning, Inc | 0.02% | New | 6,669 | $195K |
| Private Wealth Management Group, LLC | 0.08% | No change | 6,665 | $194K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $187K |
| Versant Capital Management, Inc | 0.04% | Reduce -1.9% | 6,169 | $180K |
| Citigroup Inc. | 0.00% | Add +48.7% | 5,750 | $168K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +51.1% | 5,605 | $164K |
| Blue Chip Partners, LLC | 0.01% | Reduce -0.3% | 5,417 | $158K |
| Colonial Trust Co / SC | 0.02% | No change | 5,200 | $152K |
| Birchbrook, Inc. | 0.08% | Reduce -0.1% | 5,031 | $147K |
| Larson Financial Group LLC | 0.01% | Reduce -35.4% | 4,981 | $145K |
| Evolution Advisers, Inc. | 0.08% | Reduce -4.3% | 4,957 | $144K |
| Robinswood Financial LLC | 0.05% | Add +0.0% | 4,809 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.3% | 4,733 | $138K |
| Milestone Investment Advisors LLC | 0.04% | Reduce -39.7% | 4,531 | $132K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -1.7% | 4,479 | $131K |
| New Republic Capital, LLC | 0.07% | New | 4,410 | $129K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,403 | $128K |
| Pittenger & Anderson Inc. | 0.00% | Add +1.0% | 4,395 | $128K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $121K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 4,055 | $118K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $117K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +14.0% | 3,998 | $117K |
| Clear Investment Research, LLC | 0.15% | Reduce -8.6% | 3,888 | $113K |
| Signature Resources Capital Management, LLC | 0.10% | Reduce -8.3% | 3,848 | $112K |
| Proffitt & Goodson Inc. | 0.02% | No change | 3,809 | $111K |
| Crewe Advisors LLC | 0.01% | Add +0.1% | 3,591 | $105K |
| American Capital Advisory, LLC | 0.06% | Reduce -27.2% | 3,512 | $102K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $92K |
| SIMA Wealth Partners, LLC | 0.08% | Add +0.8% | 3,066 | $89K |
| Howe & Rusling Inc. | 0.01% | Add +18.5% | 3,039 | $89K |
| Bristlecone Advisors, LLC | 0.01% | New | 3,030 | $88K |
| WealthCollab, LLC | 0.06% | No change | 3,008 | $88K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 3,005 | $88K |
| Islay Capital Management, LLC | 0.06% | No change | 2,968 | $87K |
| Blue Trust, Inc. | 0.00% | Add +323.5% | 3,113 | $83K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +407.4% | 2,826 | $82K |
| Glassman Wealth Services | 0.01% | Add +0.1% | 2,745 | $80K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $78K |
| Capital Analysts, LLC | 0.00% | Reduce -3.0% | 2,455 | $72K |
| Bray Capital Advisors | 0.02% | No change | 2,395 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.1% | 2,346 | $68K |
| JDM Financial Group LLC | 0.04% | Reduce -20.3% | 2,258 | $66K |
| EnRich Financial Partners LLC | 0.02% | Add +2.0% | 2,213 | $65K |
| Friedenthal Financial | 0.04% | Reduce -0.9% | 2,101 | $61K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Add +1.6% | 2,082 | $61K |
| Hollencrest Capital Management | 0.00% | Reduce -8.8% | 2,061 | $60K |
| HM Payson & Co. | 0.00% | No change | 1,978 | $58K |
| Bessemer Group Inc. | 0.00% | No change | 1,929 | $56K |
| Clear Point Advisors Inc. | 0.04% | Add +0.2% | 1,886 | $55K |
| First Personal Financial Services | 0.01% | New | 1,662 | $48K |
| Family Asset Management, LLC | 0.03% | Reduce -17.7% | 1,654 | $48K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,558 | $45K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +7.0% | 1,513 | $44K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $38K |
| Rice Partnership, LLC | 0.01% | Add +21183.3% | 1,277 | $37K |
| Joseph Group Capital Management | 0.01% | New | 1,249 | $36K |
| Avion Wealth | 0.01% | Add +3060.5% | 1,201 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +112.3% | 1,191 | $35K |
| Your Advocates Ltd., LLP | 0.01% | No change | 1,190 | $35K |
| WR Wealth Planners, LLC | 0.01% | New | 1,090 | $32K |
| Headlands Technologies LLC | 0.00% | Reduce -34.1% | 1,012 | $30K |
| GS Investments, Inc. | 0.01% | No change | 915 | $27K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -15.8% | 901 | $26K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -83.6% | 899 | $26K |
| SYM FINANCIAL Corp | 0.00% | No change | 834 | $24K |
| Main Street Group, LTD | 0.01% | Reduce -69.5% | 831 | $24K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 800 | $23K |
| UMB Bank, n.a. | 0.00% | Reduce -43.0% | 800 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 792 | $23K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 727 | $21K |
| Investors Research Corp | 0.00% | No change | 705 | $21K |
| M&R Capital Management Inc. | 0.00% | Add +0.2% | 646 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.2% | 623 | $18K |
| GeoWealth Management, LLC | 0.00% | New | 613 | $18K |
| Blume Capital Management, Inc. | 0.00% | No change | 608 | $18K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 589 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 556 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.2% | 518 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 541 | $15K |
| Gables Capital Management Inc. | 0.01% | New | 500 | $15K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 491 | $14K |
| Sound Income Strategies, LLC | 0.00% | New | 478 | $14K |
| Rothschild Investment LLC | 0.00% | New | 463 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 454 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -13.7% | 446 | $13K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 401 | $12K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 401 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 395 | $12K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -27.2% | 375 | $11K |
| Windsor Advisory Group, LLC | 0.01% | No change | 359 | $10K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $10K |
| NBT Bank, N.A. | 0.00% | Add +17000.0% | 342 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -2.9% | 339 | $10K |
| Westside Investment Management, Inc. | 0.00% | Reduce -17.8% | 323 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 308 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -51.5% | 274 | $8K |
| Macroview Investment Management LLC | 0.01% | Add +0.4% | 265 | $8K |
| Financial Freedom, LLC | 0.00% | Add +0.4% | 264 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 260 | $8K |
| Wagner Wealth Management, LLC | 0.00% | Add +17.5% | 248 | $7K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $7K |
| Key Financial Inc | 0.00% | No change | 234 | $7K |
| Assetmark, Inc. | 0.00% | Add +9.9% | 233 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -12.4% | 183 | $5K |
| CNB Bank | 0.00% | No change | 173 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Add +12.4% | 172 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 150 | $4K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 140 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 139 | $4K |
| Archer Investment Corp | 0.00% | No change | 137 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 136 | $4K |
| Truvestments Capital LLC | 0.00% | New | 131 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 123 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 122 | $4K |
| Davis Capital Management | 0.00% | No change | 112 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 111 | $3K |
| Quent Capital, LLC | 0.00% | New | 108 | $3K |
| Atmos Advisory, LLC | 0.00% | No change | 105 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Add +1.2% | 82 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 91 | $2K |
| Grey Ledge Advisors, LLC | 0.00% | Reduce -99.1% | 77 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 75 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +22.4% | 71 | $2K |
| Founders Financial Alliance, LLC | 0.00% | New | 70 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -37.8% | 69 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +10.0% | 44 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $1K |
| Arax Advisory Partners | 0.00% | No change | 35 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 65 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 33 | $963 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $905 |
| Sandy Spring Bank | 0.00% | Reduce -34.2% | 25 | $730 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $642 |
| Washington Growth Strategies LLC | 0.02% | — | 18 | $590 |
| Stephens Consulting, LLC | 0.00% | No change | 19 | $555 |
| Oarsman Capital, Inc. | 0.00% | New | 17 | $497 |
| Brown Brothers Harriman & Co. | 0.00% | New | 17 | $496 |
| NWK Group, Inc. | 0.00% | No change | 13 | $379 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $292 |
| NewSquare Capital LLC | 0.00% | No change | 6 | $175 |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $175 |
| FSA Wealth Management LLC | 0.00% | — | 1 | $29 |
| BlackRock, Inc. | 0.00% | — | 1 | $24 |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 1 | $19 |
"% 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.