Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q4 2024 (December 31)758holders +31
41new positions
37sold out
4famous investors
$26.60avg. 13F price*
At the end of Q4 2024, 758 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 31 from Q3 2024. 41 opened new positions and 37 sold out. The largest holders were Creative Planning ($544.2M), Financial Engines Advisors L.L.C. ($497.8M) and HighTower Advisors, LLC ($222.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Emrg Mrkts Eqty ETF
- CUSIP
- 808524706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $38.9M |
| Exits | 37 | $17.2M |
All 13F filers, Q3 2024 → Q4 2024: 7,108,718 shares bought and 7,776,397 shares sold, net −667,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 758 holders
| Creative Planning | 0.53% | Reduce -3.7% | 20,433,800 | $544.2M |
| Financial Engines Advisors L.L.C. | 1.05% | Reduce -2.7% | 18,694,885 | $497.8M |
| HighTower Advisors, LLC | 0.31% | Add +7.2% | 8,367,065 | $222.8M |
| SageView Advisory Group, LLC | 3.99% | Add +22.3% | 3,477,774 | $92.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +1.2% | 2,343,233 | $62.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.1% | 2,332,341 | $62.1M |
| Rebalance, LLC | 4.21% | Add +2.9% | 2,113,897 | $56.3M |
| Mather Group, Llc. | 0.69% | Reduce -1.7% | 2,001,316 | $53.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.5% | 1,955,557 | $52.1M |
| Morgan Stanley | 0.00% | Add +2.1% | 1,950,509 | $51.9M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -3.1% | 1,863,839 | $49.6M |
| Orgel Wealth Management, LLC | 1.24% | Add +4.9% | 1,789,869 | $47.7M |
| FMR LLC | 0.00% | Add +2.6% | 1,593,104 | $42.4M |
| Moneta Group Investment Advisors LLC | 0.59% | Add +3.5% | 1,581,682 | $42.1M |
| Heartwood Wealth Advisors LLC | 4.54% | Add +0.9% | 1,514,620 | $40.3M |
| Mariner, LLC | 0.07% | Add +32.3% | 1,513,910 | $40.3M |
| Krilogy Financial LLC | 2.33% | Add +1.6% | 1,310,191 | $34.9M |
| Wells Fargo & Company | 0.01% | Add +7.1% | 1,257,573 | $33.5M |
| Cooper/Haims Advisors, LLC | 18.46% | Reduce -0.4% | 1,222,013 | $32.5M |
| McAdam, LLC | 1.77% | Reduce -6.7% | 1,217,631 | $32.4M |
| Jones Financial Companies LLLP | 0.03% | Add +8.4% | 1,156,732 | $30.8M |
| BlueSky Wealth Advisors, LLC | 4.67% | Reduce -0.7% | 1,122,528 | $29.9M |
| Rainey & Randall Wealth Advisors Inc. | 5.48% | Add +5.8% | 1,038,085 | $27.6M |
| JMG Financial Group, Ltd. | 0.86% | Add +2.2% | 952,101 | $25.4M |
| Wealthspire Advisors, LLC | 0.25% | Add +4.5% | 939,135 | $25.0M |
| Corient Private Wealth LP | 0.04% | Reduce -1.0% | 901,317 | $24.0M |
| US Bancorp \de | 0.03% | Reduce -76.7% | 888,725 | $23.7M |
| Cerity Partners LLC | 0.05% | Add +3.2% | 868,964 | $23.2M |
| Benjamin Edwards Inc. | 0.30% | Add +4.5% | 796,887 | $21.2M |
| Old Mission Capital LLC | 0.48% | New | 778,589 | $20.7M |
| Jane Street Group, LLC | 0.03% | Add +10534.0% | 743,319 | $19.8M |
| HBK Sorce Advisory LLC | 0.58% | Add +28.2% | 720,550 | $19.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +3.3% | 701,798 | $19.1M |
| Ballentine Partners, LLC | 0.33% | Reduce -2.8% | 715,382 | $19.1M |
| Clearwater Capital Advisors, LLC | 1.81% | Add +3.3% | 693,214 | $18.5M |
| UBS Group AG | 0.00% | Reduce -5.7% | 684,200 | $18.2M |
| Cetera Investment Advisers | 0.04% | Add +1.5% | 663,405 | $17.7M |
| SCS Capital Management LLC | 0.33% | Reduce -3.8% | 605,892 | $16.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +4.5% | 588,477 | $15.7M |
| Charles Schwab Trust Co | 1.28% | Add +6.2% | 557,903 | $14.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.39% | Add +1.4% | 532,476 | $14.2M |
| LPL Financial LLC | 0.01% | Add +6.5% | 514,576 | $13.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 509,092 | $13.6M |
| Alliance Wealth Management Group | 3.57% | Add +1.4% | 501,415 | $13.4M |
| Towercrest Capital Management | 2.16% | Add +1.4% | 501,415 | $13.4M |
| Lake Street Advisors Group, LLC | 0.62% | Reduce -1.7% | 500,412 | $13.3M |
| Fund Evaluation Group, LLC | 0.62% | Add +44.9% | 499,949 | $13.3M |
| Klingenstein Fields & Co. LP | 0.53% | Reduce -50.0% | 497,481 | $13.2M |
| Pure Portfolios Holdings LLC | 4.77% | Add +2.1% | 482,281 | $12.8M |
| Invst, LLC | 1.52% | Add +0.8% | 468,238 | $12.5M |
| Boyd Wealth Management, LLC | 6.13% | Add +122.0% | 466,712 | $12.4M |
| Wooster Corthell Wealth Management, Inc. | 2.66% | Add +1.0% | 459,415 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.4% | 446,589 | $11.9M |
| Bank of America Corp. | 0.00% | Add +107.0% | 428,059 | $11.4M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.5% | 425,493 | $11.3M |
| Naples Global Advisors, LLC | 1.00% | Add +2.2% | 401,853 | $10.7M |
| Tidal Investments LLC | 0.09% | Add +10.4% | 400,000 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Add +0.7% | 425,195 | $10.5M |
| Focus Partners Wealth | 0.03% | Add +28.4% | 391,402 | $10.4M |
| Adamsbrown Wealth Consultants LLC | 3.41% | Add +4.9% | 375,430 | $10.0M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -2.3% | 371,422 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Reduce -18.1% | 370,954 | $9.9M |
| Hantz Financial Services, Inc. | 0.16% | Reduce -0.2% | 347,345 | $9.3M |
| Steele Capital Management, Inc. | 0.47% | Reduce -0.1% | 340,548 | $9.1M |
| North Star Asset Management Inc. | 0.39% | Reduce -3.1% | 333,727 | $8.9M |
| Red Tortoise LLC | 4.65% | Reduce -1.0% | 332,717 | $8.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.8% | 330,229 | $8.8M |
| Captrust Financial Advisors | 0.03% | Reduce -7.5% | 329,299 | $8.8M |
| TruNorth Capital Management, LLC | 2.39% | Add +14.1% | 328,697 | $8.8M |
| HC Advisors, LLC | 6.96% | Reduce -0.6% | 325,571 | $8.7M |
| Visionary Wealth Advisors | 0.50% | Reduce -0.6% | 321,999 | $8.6M |
| MorganRosel Wealth Management, LLC | 2.81% | Add +0.5% | 321,393 | $8.6M |
| Garde Capital, Inc. | 0.56% | Reduce -6.9% | 317,270 | $8.4M |
| Apriem Advisors | 0.95% | Reduce -2.0% | 312,635 | $8.3M |
| Brand Asset Management Group, Inc. | 3.28% | Add +1.0% | 302,885 | $8.1M |
| Zacks Investment Management | 0.07% | Add +10.6% | 297,978 | $7.9M |
| Seneca Financial Advisors LLC | 3.91% | Add +4.1% | 295,854 | $7.9M |
| RKL Wealth Management LLC | 0.69% | Reduce -9.8% | 290,237 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.0% | 289,341 | $7.7M |
| Callan Capital, LLC | 0.55% | Add +8.9% | 281,065 | $7.5M |
| Ballast Advisors LLC | 2.29% | Add +5.7% | 278,751 | $7.4M |
| Wedmont Private Capital | 0.37% | Add +1.0% | 270,302 | $7.0M |
| Buckingham Capital Management, Inc. | 0.80% | Add +1.6% | 263,093 | $7.0M |
| Cabot Wealth Management Inc. | 0.87% | Reduce -26.5% | 256,860 | $6.8M |
| Sierra Ocean, LLC | 5.58% | — | 256,685 | $6.8M |
| Main Street Financial Solutions, LLC | 0.67% | Add +6.7% | 255,790 | $6.8M |
| Geneos Wealth Management Inc. | 0.23% | Add +2.3% | 247,111 | $6.6M |
| Boltwood Capital Management | 1.93% | Reduce -1.0% | 238,329 | $6.3M |
| Sherwood Financial Partners, LLC | 6.14% | — | 232,135 | $6.2M |
| Freedom Investment Management, Inc. | 0.51% | Add +0.2% | 230,281 | $6.1M |
| Ackerman Capital Advisors, LLC | 1.59% | Reduce -1.0% | 227,768 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 227,484 | $6.1M |
| Arkansas Financial Group, Inc. | 0.97% | Reduce -3.0% | 225,053 | $6.0M |
| Gemmer Asset Management LLC | 0.59% | Add +7.6% | 224,897 | $6.0M |
| Atria Investments, Inc | 0.07% | Add +3.5% | 221,378 | $5.9M |
| Holistic Financial Partners | 2.92% | Reduce -10.0% | 220,786 | $5.9M |
| St. Louis Trust Co | 0.84% | No change | 220,000 | $5.9M |
| Courage Miller Partners, LLC | 1.99% | Reduce -0.5% | 218,733 | $5.8M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +2.3% | 216,134 | $5.8M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +6.3% | 210,849 | $5.6M |
| SigFig Wealth Management, LLC | 0.20% | Add +1.1% | 378,352 | $5.6M |
| Cornerstone Wealth Advisors, Inc. | 1.52% | Reduce -0.7% | 207,925 | $5.5M |
| Johnson Financial Group, LLC | 0.64% | Add +720.3% | 206,794 | $5.5M |
| Strid Group, LLC | 0.85% | Add +2.6% | 204,918 | $5.5M |
| Upper Left Wealth Management, LLC | 4.62% | Reduce -0.6% | 203,050 | $5.4M |
| Guardian Financial Partners, LLC | 3.10% | Add +4.0% | 195,756 | $5.2M |
| Rockbridge Investment Management, LCC | 0.65% | Reduce -3.7% | 191,738 | $5.1M |
| Raymond James Financial Inc. | 0.00% | — | 191,525 | $5.1M |
| WBH Advisory Inc. | 0.47% | Add +4.5% | 191,026 | $5.1M |
| Marotta Asset Management | 1.06% | Reduce -8.1% | 190,069 | $5.1M |
| Renaissance Technologies | 0.01% | New | 184,200 | $4.9M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -0.9% | 183,965 | $4.9M |
| Waverly Advisors, LLC | 0.07% | Reduce -38.8% | 181,292 | $4.8M |
| Kohmann Bosshard Financial Services, LLC | 0.58% | Reduce -3.3% | 180,128 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +2.9% | 179,895 | $4.8M |
| LifePlan Investment Advisors, Inc. | 2.93% | Reduce -2.6% | 178,044 | $4.7M |
| Patriot Investment Management Group, Inc. | 0.35% | Add +0.7% | 176,497 | $4.7M |
| JFS Wealth Advisors, LLC | 0.32% | Reduce -4.7% | 176,311 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +24.0% | 176,125 | $4.7M |
| CX Institutional | 0.18% | Reduce -0.0% | 174,090 | $4.6M |
| Payne Capital Management, LLC | 1.98% | — | 172,405 | $4.6M |
| Bishop & Co Investment Management, LLC | 1.70% | Add +4.0% | 166,958 | $4.4M |
| Rwa Wealth Partners, LLC | 0.05% | Add +0.5% | 165,890 | $4.4M |
| Savant Capital, LLC | 0.03% | Reduce -7.0% | 165,657 | $4.4M |
| Parallel Advisors, LLC | 0.10% | Reduce -1.6% | 165,019 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.0% | 163,100 | $4.3M |
| Brightwater Advisory LLC | 3.39% | Reduce -5.1% | 162,458 | $4.3M |
| Bangor Savings Bank | 0.40% | Reduce -0.8% | 159,062 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +14.3% | 158,258 | $4.2M |
| Joule Financial, LLC | 1.47% | Add +2.8% | 156,168 | $4.2M |
| Power Wealth Management LLC | 1.70% | Add +12.2% | 152,794 | $4.1M |
| Wakefield Asset Management LLLP | 1.36% | Add +1.1% | 150,830 | $4.0M |
| Fairway Financial, LLC | 3.65% | — | 150,126 | $4.0M |
| Berkshire Asset Management LLC | 0.19% | Add +5.7% | 145,679 | $3.9M |
| Bluespring Wealth Management, LLC | 0.40% | Reduce -8.0% | 144,655 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +40.2% | 143,213 | $3.8M |
| MAI Capital Management | 0.03% | Add +145.6% | 138,112 | $3.7M |
| Sightline Wealth Advisors, LLC | 1.98% | Reduce -2.7% | 137,807 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.72% | Add +1.8% | 135,004 | $3.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +16.6% | 137,806 | $3.6M |
| White & Co Financial Planning Inc | 3.02% | — | 133,635 | $3.6M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -0.2% | 132,247 | $3.5M |
| Armor Investment Advisors, LLC | 1.42% | Add +6.2% | 129,863 | $3.5M |
| Cascade Financial Partners, LLC | 0.43% | Add +0.1% | 124,957 | $3.3M |
| ZynergyRetirementPlanningLLC | 2.34% | No change | 113,924 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.8% | 123,891 | $3.3M |
| Retirement Guys Formula LLC | 1.65% | Add +10.0% | 123,057 | $3.3M |
| NorthCoast Asset Management LLC | 0.02% | New | 122,076 | $3.3M |
| Cape Investment Advisory, Inc. | 1.25% | Reduce -8.4% | 120,446 | $3.2M |
| Valley National Advisers Inc. | 0.58% | Add +0.4% | 120,335 | $3.2M |
| Composition Wealth, LLC | 0.06% | Add +0.0% | 120,041 | $3.2M |
| Texas Yale Capital Corp. | 0.13% | Reduce -3.5% | 116,981 | $3.1M |
| Destination Wealth Management | 0.10% | Reduce -0.0% | 116,139 | $3.1M |
| Fortis Capital Management LLC | 0.57% | Reduce -1.8% | 115,204 | $3.1M |
| Debussy Capital Management LP | 0.47% | Add +6.2% | 115,208 | $3.1M |
| Myecfo, LLC | 1.65% | Reduce -0.7% | 114,844 | $3.1M |
| Embree Financial Group | 0.52% | Reduce -9.5% | 113,642 | $3.0M |
| Ethos Financial Group, LLC | 0.40% | Add +3.6% | 113,585 | $3.0M |
| Gleason Group, Inc. | 0.52% | Add +4.2% | 111,039 | $3.0M |
| WealthShield Partners, LLC | 0.42% | Reduce -5.3% | 110,031 | $2.9M |
| Bogart Wealth, LLC | 0.14% | Add +1.4% | 109,919 | $2.9M |
| Sunbelt Securities, Inc. | 0.26% | Reduce -1.9% | 109,104 | $2.9M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Add +10.0% | 108,874 | $2.9M |
| Omega Financial Group, LLC | 1.10% | Reduce -2.1% | 108,687 | $2.9M |
| Strategic Financial Planning, Inc. | 1.96% | Reduce -1.1% | 107,781 | $2.9M |
| Brandywine Oak Private Wealth LLC | 0.28% | Add +0.8% | 107,023 | $2.9M |
| PrairieView Partners, LLC | 0.30% | Reduce -9.8% | 106,858 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +7.5% | 104,068 | $2.8M |
| Apollon Wealth Management, LLC | 0.06% | Add +56.7% | 103,366 | $2.8M |
| Koesten, Hirschmann & Crabtree, INC. | 1.56% | Reduce -1.7% | 102,251 | $2.7M |
| Fort Point Capital Partners LLC | 0.30% | Add +62.9% | 101,766 | $2.7M |
| Plum Street Advisors, LLC | 1.33% | Add +13.3% | 101,508 | $2.7M |
| Creekside Partners | 1.39% | Add +1.6% | 100,670 | $2.7M |
| FIDELIS iM, LLC | 1.31% | Reduce -15.8% | 100,595 | $2.7M |
| Kathmere Capital Management, LLC | 0.24% | Reduce -1.3% | 99,103 | $2.6M |
| BCK Partners, Inc. | 1.62% | Reduce -23.4% | 99,091 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -6.0% | 98,425 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.14% | Reduce -1.4% | 97,823 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +39.4% | 97,285 | $2.6M |
| Pinkerton Wealth, LLC | 0.38% | Add +3.4% | 97,204 | $2.6M |
| Lee Financial Co | 0.36% | Reduce -0.1% | 95,793 | $2.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.48% | Reduce -2.5% | 94,991 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.7% | 94,949 | $2.5M |
| Leavell Investment Management, Inc. | 0.12% | Add +0.6% | 94,391 | $2.5M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -3.7% | 92,217 | $2.5M |
| Quadrant Capital Group LLC | 0.17% | Reduce -6.8% | 91,731 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -85.4% | 91,656 | $2.4M |
| Stonekeep Investments, LLC | 1.81% | Reduce -5.3% | 91,036 | $2.4M |
| Hengehold Capital Management LLC | 0.23% | Reduce -1.6% | 90,757 | $2.4M |
| Howard Financial Services, LTD. | 0.33% | Add +2.5% | 90,558 | $2.4M |
| Arcataur Capital Management LLC | 0.81% | Reduce -0.2% | 89,790 | $2.4M |
| West Paces Advisors Inc. | 0.58% | Add +2.6% | 89,538 | $2.4M |
| Ifrah Financial Services, Inc. | 0.65% | Add +1.0% | 88,943 | $2.4M |
| Curbstone Financial Management Corp | 0.50% | Reduce -0.7% | 88,900 | $2.4M |
| AllSquare Wealth Management LLC | 1.35% | Add +0.1% | 88,094 | $2.3M |
| Asset Allocation Strategies LLC | 0.56% | Add +95.9% | 84,914 | $2.3M |
| Etesian Wealth Advisors, Inc. | 1.03% | Add +3.2% | 87,346 | $2.3M |
| Marshall Financial Group Inc. | 0.68% | Add +2.3% | 83,284 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +4.3% | 83,104 | $2.2M |
| Orcam Financial Group | 2.13% | Add +9.5% | 82,509 | $2.2M |
| Hancock Whitney Corp. | 0.07% | Add +1.6% | 81,765 | $2.2M |
| Betterment LLC | 0.01% | Add +1.7% | 80,523 | $2.1M |
| Oakwell Private Wealth Management, LLC | 0.59% | Reduce -19.8% | 79,238 | $2.1M |
| Tortoise Investment Management, LLC | 0.22% | Reduce -2.1% | 79,103 | $2.1M |
| Asset Management Group, Inc. | 0.37% | Reduce -2.0% | 79,028 | $2.1M |
| Breed's Hill Capital LLC | 1.09% | No change | 78,457 | $2.1M |
| Cambridge Financial Group, LLC | 0.89% | Add +0.2% | 78,183 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +3.5% | 78,144 | $2.1M |
| Breakwater Investment Management | 0.88% | Reduce -4.8% | 77,935 | $2.1M |
| Cwm, LLC | 0.01% | Reduce -2.4% | 76,955 | $2.0M |
| Keyvantage Wealth, LLC | 1.45% | — | 76,371 | $2.0M |
| North Forty Two & Co. | 2.34% | — | 76,221 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -3.0% | 77,030 | $2.0M |
| Citadel Advisors | 0.00% | Add +138.4% | 73,568 | $2.0M |
| Allworth Financial LP | 0.01% | Add +23.6% | 72,127 | $1.9M |
| Lodestar Private Asset Management LLC | 0.24% | Add +5.6% | 72,691 | $1.9M |
| Anchor Investment Management, LLC | 0.18% | Reduce -1.8% | 72,583 | $1.9M |
| Roberts Wealth Advisors, LLC | 0.59% | Reduce -0.8% | 73,319 | $1.9M |
| OLIO Financial Planning | 0.67% | Reduce -70.8% | 72,083 | $1.9M |
| Chesapeake Wealth Management | 0.65% | Add +1.2% | 71,291 | $1.9M |
| Avior Wealth Management, LLC | 0.07% | Reduce -11.0% | 69,555 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +16.3% | 68,514 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.54% | Reduce -1.0% | 67,586 | $1.8M |
| Accurate Wealth Management, LLC | 0.34% | Add +35.1% | 69,089 | $1.8M |
| Ironwood Wealth Management, LLC. | 0.55% | Reduce -1.5% | 66,430 | $1.8M |
| Blankinship & Foster, LLC | 0.43% | Add +1.2% | 65,992 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +8.1% | 65,037 | $1.7M |
| TPG Advisors LLC | 1.34% | Reduce -3.4% | 64,577 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 63,178 | $1.7M |
| Northwest Capital Management Inc | 0.72% | Reduce -5.0% | 62,821 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +75.0% | 62,196 | $1.7M |
| Hamilton Capital, LLC | 0.13% | Add +12.8% | 62,083 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -3.6% | 61,957 | $1.6M |
| Opus Capital Group, LLC | 0.21% | Add +0.2% | 61,757 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.3% | 60,603 | $1.6M |
| Ami Investment Management Inc. | 0.52% | Reduce -4.3% | 60,332 | $1.6M |
| Whittier Trust Co. | 0.02% | No change | 60,227 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.32% | Add +1.0% | 59,649 | $1.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.51% | Add +11.3% | 58,883 | $1.6M |
| Soltis Investment Advisors LLC | 0.15% | Reduce -0.4% | 58,838 | $1.6M |
| James J. Burns & Company, LLC | 0.27% | Add +1.5% | 58,407 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -23.8% | 58,266 | $1.6M |
| Winthrop Capital Management, LLC | 0.41% | New | 57,744 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +2.5% | 55,810 | $1.5M |
| Thompson Investment Management, Inc. | 0.21% | Add +0.7% | 55,586 | $1.5M |
| Von Berge Wealth Management Group, LLC | 0.89% | Add +2.0% | 53,968 | $1.5M |
| BIP Alliance, LLC | 0.61% | — | 54,597 | $1.5M |
| Passive Capital Management, LLC. | 0.51% | Add +0.9% | 54,510 | $1.5M |
| CoreCap Advisors, LLC | 0.06% | Add +22.8% | 53,418 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.4% | 53,308 | $1.4M |
| Waterford Advisors, LLC | 0.72% | Reduce -4.4% | 52,821 | $1.4M |
| Allen Capital Group, LLC | 0.17% | Add +5.0% | 52,513 | $1.4M |
| Bailard, Inc. | 0.04% | Reduce -4.5% | 52,248 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -2.9% | 51,545 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 51,269 | $1.4M |
| Rialto Wealth Management, LLC | 0.45% | — | 50,904 | $1.4M |
| Clay Northam Wealth Management, LLC | 0.87% | Reduce -4.6% | 50,356 | $1.3M |
| Rappaport Reiches Capital Management, LLC | 0.35% | Reduce -0.1% | 50,276 | $1.3M |
| Bell Investment Advisors, Inc | 0.25% | Add +1.3% | 49,723 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -16.2% | 49,144 | $1.3M |
| Diversified Enterprises, LLC | 0.12% | Reduce -24.7% | 48,950 | $1.3M |
| RE Dickinson Investment Advisors, LLC | 1.10% | Add +20.1% | 48,387 | $1.3M |
| Windward Private Wealth Management Inc. | 0.50% | Reduce -3.5% | 47,905 | $1.3M |
| Tradition Wealth Management, LLC | 0.11% | Add +0.1% | 47,807 | $1.3M |
| Clayton Financial Group LLC | 0.46% | Add +11.1% | 47,789 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Reduce -13.2% | 47,728 | $1.3M |
| Noble Family Wealth, LLC | 0.34% | Reduce -0.3% | 46,034 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 45,876 | $1.2M |
| JFG Wealth Management, LLC | 0.28% | Add +397.8% | 45,500 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +32.7% | 45,387 | $1.2M |
| FinDec Wealth Services, Inc. | 0.82% | Reduce -21.6% | 44,549 | $1.2M |
| Asset Dedication, LLC | 0.09% | Reduce -7.5% | 44,285 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.2% | 43,261 | $1.2M |
| Bank of Montreal | 0.00% | Add +20.9% | 43,241 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +16.0% | 43,050 | $1.1M |
| Athena Investment Management | 0.66% | Add +1.4% | 43,008 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +2.4% | 42,802 | $1.1M |
| Greenline Partners, LLC | 0.16% | Add +0.3% | 42,699 | $1.1M |
| Sunburst Financial Group, LLC | 0.28% | Reduce -2.5% | 42,580 | $1.1M |
| Silver Oak Securities, Incorporated | 0.11% | Add +4.7% | 42,353 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Add +1.9% | 42,477 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 42,356 | $1.1M |
| Sollinda Capital Management LLC | 0.31% | Add +6.1% | 42,175 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -7.1% | 42,136 | $1.1M |
| Alpha Omega Wealth Management LLC | 0.21% | Reduce -0.8% | 41,772 | $1.1M |
| Madden Advisory Services, Inc. | 0.51% | Add +0.4% | 41,375 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 40,695 | $1.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.61% | Reduce -0.6% | 40,506 | $1.1M |
| BCS Wealth Management | 0.27% | New | 40,397 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -1.3% | 40,047 | $1.1M |
| Sebold Capital Management, Inc. | 0.71% | Reduce -0.3% | 39,547 | $1.1M |
| Kades & Cheifetz LLC | 0.54% | Add +2.3% | 39,353 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.45% | No change | 35,837 | $1.0M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Add +6.0% | 39,003 | $1.0M |
| Creative Financial Designs Inc. | 0.08% | Reduce -0.2% | 38,920 | $1.0M |
| Kiley Juergens Wealth Management, LLC | 0.26% | Add +4.5% | 38,468 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 38,266 | $1.0M |
| Rovin Capital /Ut/ | 0.37% | Add +50.9% | 38,134 | $1.0M |
| Ignite Planners, LLC | 0.22% | Add +4.3% | 37,350 | $999K |
| Eagle Strategies LLC | 0.17% | Add +5.8% | 37,348 | $995K |
| Wealthspire Retirement, LLC | 0.08% | Reduce -1.1% | 37,288 | $993K |
| Wilkins Miller Wealth Management, LLC | 1.04% | — | 37,237 | $992K |
| Roundview Capital LLC | 0.07% | Add +0.1% | 36,707 | $978K |
| Carolina Wealth Advisors, LLC | 0.52% | Reduce -8.7% | 36,535 | $973K |
| Foster Group, Inc. | 0.04% | Reduce -14.0% | 35,823 | $954K |
| Armbruster Capital Management, Inc. | 0.19% | Add +0.1% | 35,819 | $954K |
| Comerica Bank | 0.00% | Reduce -1.1% | 35,511 | $946K |
| Mission Wealth Management, LP | 0.02% | Add +3.1% | 35,472 | $945K |
| Global Financial Private Client, LLC | 0.35% | Reduce -0.7% | 35,443 | $944K |
| Watershed Private Wealth LLC | 0.36% | Reduce -6.5% | 35,009 | $932K |
| L.K. Benson & Company, P.C. | 0.65% | — | 34,682 | $924K |
| HB Wealth Management, LLC | 0.01% | Reduce -15.8% | 34,059 | $907K |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -0.8% | 33,525 | $893K |
| CVA Family Office, LLC | 0.14% | Reduce -1.0% | 33,204 | $884K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -7.2% | 33,203 | $884K |
| Fort Vancouver Investment Management, LLC | 0.75% | Reduce -1.3% | 33,168 | $883K |
| Element Wealth, LLC | 0.46% | Reduce -0.4% | 32,804 | $874K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.6% | 32,203 | $858K |
| Broadview Financial Management, LLC | 0.61% | Add +2.3% | 31,894 | $849K |
| Vawter Financial, Ltd. | 0.51% | Reduce -6.0% | 31,857 | $848K |
| Cyndeo Wealth Partners, LLC | 0.06% | No change | 31,756 | $846K |
| Whitcomb & Hess, Inc. | 0.26% | Add +0.3% | 31,640 | $843K |
| Schwallier Wealth Management LLC | 0.63% | Reduce -2.2% | 31,317 | $834K |
| Fearless Solutions, LLC dba Best Invest | 0.63% | — | 31,167 | $830K |
| Frontier Asset Management, LLC | 0.27% | Add +4.9% | 30,980 | $825K |
| Foster & Motley Inc. | 0.05% | Reduce -14.5% | 30,908 | $823K |
| Reston Wealth Management LLC | 0.30% | Add +42.5% | 30,802 | $820K |
| Koshinski Asset Management, Inc. | 0.07% | Add +3.7% | 30,370 | $809K |
| Murphy & Mullick Capital Management Corp | 0.74% | — | 30,083 | $801K |
| Morling Financial Advisors, LLC | 0.27% | Reduce -0.8% | 29,577 | $788K |
| American Investment Services, Inc. | 0.14% | Reduce -0.2% | 29,493 | $785K |
| Elser Financial Planning, Inc | 0.05% | Reduce -4.6% | 29,419 | $783K |
| Firestone Capital Management | 0.19% | Reduce -3.1% | 29,128 | $776K |
| OneAscent Financial Services LLC | 0.07% | New | 29,057 | $774K |
| Baird Financial Group, Inc. | 0.00% | Add +15.2% | 28,982 | $772K |
| Global Retirement Partners, LLC | 0.02% | Reduce -3.1% | 28,673 | $764K |
| FFT Wealth Management LLC | 0.06% | Add +45.8% | 27,898 | $743K |
| Northern Trust Corp. | 0.00% | Add +27.1% | 27,692 | $737K |
| Bensler, LLC | 0.09% | Reduce -8.7% | 27,257 | $726K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.9% | 27,245 | $726K |
| Natixis Advisors, LLC | 0.00% | Add +16.5% | 27,133 | $723K |
| Chicago Partners Investment Group LLC | 0.02% | Add +32.5% | 27,053 | $715K |
| Strategic Blueprint, LLC | 0.04% | Add +24.9% | 26,709 | $711K |
| Everhart Financial Group, Inc. | 0.15% | Reduce -1.5% | 26,638 | $709K |
| HHM Wealth Advisors, LLC | 0.10% | Add +26.2% | 26,340 | $701K |
| Lyell Wealth Management, LP | 0.06% | Reduce -0.6% | 26,250 | $699K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +2.3% | 26,242 | $699K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 26,193 | $698K |
| Sterling Financial Planning, Inc. | 0.25% | Add +43.8% | 25,950 | $691K |
| C M Bidwell & Associates Ltd. | 0.41% | Reduce -2.5% | 25,452 | $678K |
| Sigma Planning Corp | 0.02% | Reduce -7.0% | 25,355 | $675K |
| Kearns & Associates LLC | 0.43% | No change | 25,239 | $672K |
| CAP Partners, LLC | 0.47% | Reduce -0.4% | 24,915 | $663K |
| Fonville Wealth Management LLC | 0.22% | Reduce -0.2% | 24,564 | $654K |
| Golden State Wealth Management, LLC | 0.10% | — | 24,500 | $652K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.5% | 24,333 | $648K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.1% | 24,302 | $647K |
| Global Strategic Investment Solutions, LLC | 0.08% | Reduce -5.9% | 24,118 | $642K |
| Alaska Wealth Advisors, LLC | 0.10% | Add +4.8% | 24,112 | $642K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -26.8% | 23,942 | $638K |
| Goldstone Financial Group, LLC | 0.10% | Add +156.5% | 23,463 | $625K |
| Abacus Planning Group, Inc. | 0.11% | Reduce -1.8% | 23,375 | $622K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +27.7% | 23,189 | $618K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +27.7% | 23,189 | $618K |
| Aspiring Ventures, LLC | 0.39% | — | 23,059 | $613K |
| MCF Advisors LLC | 0.04% | Add +1.8% | 23,026 | $613K |
| Blair William & Co. | 0.00% | Add +0.5% | 22,755 | $606K |
| Aspen Investment Management Inc | 0.28% | Reduce -1.1% | 22,706 | $605K |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.6% | 22,711 | $605K |
| Glenmede Trust Co. NA | 0.00% | No change | 22,254 | $593K |
| Bourgeon Capital Management LLC | 0.11% | Add +2.7% | 22,245 | $592K |
| Disciplined Investors, L.L.C. | 0.57% | — | 22,852 | $590K |
| Balboa Wealth Partners | 0.13% | Add +25.0% | 21,747 | $579K |
| DBK Financial Counsel, LLC | 0.58% | No change | 21,740 | $579K |
| Rothschild Wealth LLC | 0.17% | Reduce -54.9% | 21,704 | $578K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -23.4% | 21,634 | $576K |
| Principal Securities, Inc. | 0.01% | Reduce -8.8% | 21,414 | $570K |
| CW Advisors, LLC | 0.01% | Add +8.6% | 21,297 | $567K |
| Brown Advisory Inc. | 0.00% | No change | 21,257 | $566K |
| Sei Investments Co. | 0.00% | Add +26.5% | 21,142 | $563K |
| Jentner Corp | 0.16% | Reduce -6.4% | 21,053 | $561K |
| Valley Forge Investment Consultants Inc. Adv | 0.19% | Add +5.2% | 20,970 | $558K |
| IFP Advisors, Inc | 0.02% | Reduce -2.1% | 20,715 | $552K |
| Falcon Wealth Planning | 0.06% | No change | 20,575 | $548K |
| FF Advisors,LLC | 0.38% | No change | 19,943 | $547K |
| Tenret Co LLC | 0.34% | No change | 20,467 | $545K |
| Tempus Wealth Planning, LLC | 0.17% | Add +2.8% | 20,362 | $542K |
| Commerce Bank | 0.00% | Reduce -0.6% | 20,323 | $541K |
| Evensky & Katz LLC | 0.04% | Add +1.6% | 20,189 | $538K |
| Two Sigma Securities, LLC | 0.10% | Add +76.1% | 20,112 | $536K |
| Aegis Wealth Management LLC | 0.36% | — | 20,085 | $535K |
| Clearview Wealth Advisors LLC | 0.40% | Add +2.2% | 19,911 | $530K |
| RHS Financial, LLC | 0.27% | Reduce -18.2% | 19,858 | $529K |
| Csenge Advisory Group | 0.03% | Add +33.3% | 19,827 | $528K |
| Savvy Advisors, Inc. | 0.06% | Add +19.9% | 19,810 | $528K |
| Rosenberg Matthew Hamilton | 0.14% | Reduce -9.3% | 19,594 | $522K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,590 | $522K |
| Diversified Portfolios, Inc. | 0.06% | Add +16.6% | 19,018 | $506K |
| Abound Wealth Management | 0.16% | Reduce -5.3% | 19,016 | $506K |
| WealthPlan Investment Management, LLC | 0.05% | New | 18,939 | $504K |
| Avant Financial Advisors LLC | 0.46% | — | 18,939 | $504K |
| FC Advisory LLC | 0.17% | Reduce -1.1% | 18,808 | $501K |
| Coastwise Capital Group, LLC | 0.40% | Add +1.8% | 18,717 | $498K |
| Blue Barn Wealth, LLC | 0.26% | Reduce -0.8% | 18,686 | $498K |
| Bcwm, LLC | 0.18% | — | 18,573 | $495K |
| Sachetta, LLC | 0.19% | Reduce -0.1% | 18,409 | $490K |
| Sachem Hill LLC | 0.10% | Reduce -0.1% | 18,172 | $484K |
| Townsquare Capital LLC | 0.01% | Reduce -33.6% | 18,144 | $483K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Add +1.2% | 18,070 | $481K |
| One Capital Management, LLC | 0.02% | Reduce -9.8% | 18,031 | $480K |
| Signaturefd, LLC | 0.01% | Reduce -7.7% | 17,979 | $479K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -5.6% | 17,921 | $478K |
| Wilson & Boucher Capital Management, LLC | 0.34% | Reduce -4.7% | 17,895 | $477K |
| BWM Planning, LLC | 0.21% | No change | 17,828 | $475K |
| Operose Advisors LLC | 0.16% | Reduce -15.6% | 17,674 | $471K |
| Brookstone Capital Management | 0.01% | Add +0.1% | 17,664 | $470K |
| Meeder Advisory Services, Inc. | 0.03% | Add +8.2% | 17,628 | $469K |
| Advisory Services Network, LLC | 0.01% | Add +59.9% | 17,472 | $465K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.1% | 17,319 | $461K |
| Act Wealth Management, LLC | 0.21% | Reduce -3.3% | 17,227 | $459K |
| Laraway Financial Advisors Inc | 0.35% | Reduce -2.8% | 17,196 | $458K |
| Modus Advisors, LLC | 0.14% | Reduce -3.1% | 16,971 | $452K |
| Old National Bancorp | 0.01% | Add +3.6% | 16,825 | $448K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.6% | 16,816 | $448K |
| Acropolis Investment Management, LLC | 0.03% | Add +0.1% | 16,774 | $447K |
| Procyon Advisors, LLC | 0.03% | Add +7.4% | 16,738 | $446K |
| Clarity Capital Advisors, LLC | 0.30% | Add +2.8% | 16,685 | $444K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.21% | Reduce -2.1% | 16,645 | $443K |
| SignalPoint Asset Management, LLC | 0.11% | Reduce -9.8% | 16,585 | $442K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.4% | 16,486 | $439K |
| Wade Financial Advisory, Inc | 0.15% | Add +20.5% | 16,259 | $433K |
| Cherry Tree Wealth Management, LLC | 0.11% | Add +0.8% | 16,216 | $432K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +24.4% | 16,203 | $431K |
| Atlas Capital Advisors Inc. | 0.05% | Add +1.3% | 16,167 | $431K |
| Motive Wealth Advisors | 0.23% | No change | 15,945 | $425K |
| Evermay Wealth Management LLC | 0.06% | Add +0.2% | 15,528 | $414K |
| Voisard Asset Management Group, Inc. | 0.14% | Reduce -56.0% | 15,516 | $413K |
| Valued Wealth Advisors LLC | 0.26% | Add +35.1% | 15,420 | $411K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +5.9% | 15,403 | $410K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 15,373 | $409K |
| Econ Financial Services Corp | 0.23% | Reduce -5.4% | 15,372 | $409K |
| Wealthfront Advisers LLC | 0.00% | Add +13.6% | 15,345 | $409K |
| Salem Investment Counselors Inc. | 0.01% | Add +2.5% | 15,256 | $406K |
| Curtis Advisory Group, LLC | 0.11% | Add +1.5% | 15,255 | $406K |
| Horan Capital Advisors, LLC. | 0.14% | Reduce -4.7% | 15,228 | $406K |
| Gradient Capital Advisors, LLC | 0.13% | Add +1.7% | 15,136 | $403K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +0.4% | 15,056 | $400K |
| SWS Partners | 0.12% | Reduce -9.1% | 15,001 | $399K |
| Spire Wealth Management | 0.01% | Add +8.6% | 14,932 | $398K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +3.1% | 14,917 | $397K |
| Arbor Trust Wealth Advisors, LLC | 0.19% | Reduce -6.5% | 14,868 | $396K |
| Sheets Smith Wealth Management | 0.05% | Add +2.5% | 14,862 | $396K |
| Ameritas Advisory Services, LLC | 0.01% | Add +59.8% | 14,860 | $396K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -85.3% | 14,801 | $394K |
| Objective Capital Management, LLC | 0.26% | Reduce -4.9% | 14,718 | $392K |
| Lido Advisors, LLC | 0.00% | Reduce -17.2% | 14,702 | $392K |
| Rehmann Capital Advisory Group | 0.02% | No change | 14,683 | $391K |
| Retirement Planning Group, LLC | 0.02% | Add +17.4% | 14,647 | $390K |
| Values Added Financial LLC | 0.22% | Reduce -0.3% | 14,493 | $386K |
| Brass Tax Wealth Management, Inc. | 0.08% | Reduce -44.3% | 14,487 | $386K |
| IHT Wealth Management, LLC | 0.01% | Reduce -23.9% | 14,475 | $385K |
| Geometric Wealth Advisors | 0.07% | Add +5.4% | 14,287 | $380K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -0.2% | 14,266 | $380K |
| Evanson Asset Management, LLC | 0.03% | Add +1.9% | 14,055 | $374K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -6.1% | 14,061 | $374K |
| Indie Asset Partners, LLC | 0.29% | Reduce -0.2% | 13,972 | $372K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.3% | 13,934 | $371K |
| Park Avenue Securities LLC | 0.00% | Add +33.7% | 13,927 | $371K |
| Smart Portfolios, LLC | 0.38% | No change | 13,580 | $362K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -28.2% | 13,305 | $354K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.5% | 13,273 | $353K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -5.5% | 13,232 | $352K |
| Yoffe Investment Management, LLC | 0.52% | — | 13,228 | $352K |
| Oldfather Financial Services, LLC | 0.13% | Add +7.3% | 13,198 | $351K |
| Roble, Belko & Company, Inc | 0.06% | Add +0.2% | 13,180 | $351K |
| Choreo, LLC | 0.01% | Add +24.2% | 13,120 | $350K |
| Ancora Advisors LLC | 0.01% | Reduce -4.1% | 13,040 | $347K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.0% | 13,029 | $347K |
| Apeiron RIA LLC | 0.10% | Add +1.6% | 12,930 | $344K |
| Grey Ledge Advisors, LLC | 0.09% | Add +16679.2% | 12,920 | $344K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 12,867 | $343K |
| Nikulski Financial, Inc. | 0.10% | New | 12,821 | $341K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.9% | 12,738 | $339K |
| Comprehensive Money Management Services LLC | 0.28% | — | 12,733 | $339K |
| Tradewinds Capital Management, LLC | 0.09% | Add +36.5% | 12,716 | $339K |
| Sunesis Advisors, LLC | 0.21% | No change | 12,698 | $338K |
| BSW Wealth Partners | 0.05% | Reduce -1.7% | 12,676 | $338K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 12,623 | $336K |
| Simon Quick Advisors, LLC | 0.02% | Add +49.0% | 12,607 | $336K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.9% | 12,483 | $332K |
| Certior Financial Group, LLC | 0.29% | — | 12,472 | $332K |
| Bfsg, LLC | 0.04% | Reduce -3.2% | 12,459 | $332K |
| FSM Wealth Advisors, LLC | 0.08% | Add +13.7% | 12,400 | $327K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 12,261 | $327K |
| Private Trust Co. NA | 0.03% | Reduce -41.1% | 12,181 | $324K |
| Arlington Trust Co LLC | 0.07% | No change | 12,061 | $321K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.7% | 11,941 | $318K |
| James Investment Research, Inc. | 0.04% | Reduce -8.9% | 11,874 | $316K |
| AQR Capital Management | 0.00% | No change | 11,870 | $316K |
| Sage Financial Group Inc. | 0.03% | Add +19.1% | 11,808 | $314K |
| Pflug Koory, LLC | 0.02% | Reduce -2.7% | 11,757 | $313K |
| Gill Capital Partners, LLC | 0.11% | Add +28.6% | 11,736 | $313K |
| Creegan & Nassoura Financial Group, LLC | 0.21% | No change | 11,715 | $312K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -6.0% | 11,587 | $309K |
| Smartleaf Asset Management LLC | 0.03% | Add +50.0% | 11,301 | $302K |
| Fifth Third Bancorp | 0.00% | Add +13.5% | 11,308 | $301K |
| Ironwood Financial, llc | 0.06% | Reduce -5.2% | 11,281 | $300K |
| Riversedge Advisors, LLC | 0.07% | Reduce -4.0% | 11,221 | $299K |
| Planned Solutions, Inc. | 0.12% | Add +6.1% | 11,154 | $297K |
| Stone Summit Wealth LLC | 0.10% | Add +3.9% | 11,074 | $295K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -2.2% | 11,040 | $294K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,030 | $294K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.2% | 11,098 | $293K |
| Vishria Bird Financial Group, LLC | 0.10% | Reduce -11.1% | 11,007 | $293K |
| Empirical Asset Management, LLC | 0.10% | Add +3.6% | 10,839 | $289K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +3.3% | 10,834 | $289K |
| Snider Financial Group | 0.09% | New | 10,752 | $286K |
| Medallion Wealth Advisors, LLC | 0.14% | — | 10,744 | $286K |
| Hardin Capital Partners, LLC | 0.17% | Reduce -9.7% | 10,692 | $285K |
| Appleton Partners Inc. | 0.02% | Reduce -3.0% | 10,630 | $283K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Reduce -7.3% | 10,617 | $283K |
| Continental Investors Services, Inc. | 0.56% | Add +8.6% | 10,593 | $282K |
| VSM Wealth Advisory, LLC | 0.10% | — | 10,564 | $281K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -0.9% | 10,438 | $278K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -4.2% | 10,365 | $276K |
| Washington Trust Advisors, Inc. | 0.02% | Add +3.7% | 10,337 | $275K |
| Kingsview Wealth Management, LLC | 0.01% | Add +37.6% | 10,309 | $275K |
| Trust Point Inc. | 0.02% | New | 10,292 | $274K |
| Prossimo Advisors, LLC | 0.20% | No change | 10,267 | $273K |
| Parkside Advisors LLC | 0.06% | No change | 10,142 | $270K |
| REDW Wealth LLC | 0.09% | Reduce -40.5% | 10,130 | $270K |
| SimpliFi, Inc. | 0.12% | Add +0.6% | 10,126 | $270K |
| Compound Planning, Inc. | 0.01% | Reduce -49.5% | 10,092 | $269K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +20.4% | 10,073 | $268K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.5% | 9,969 | $265K |
| Quadrant Private Wealth Management, LLC | 0.07% | Add +2.8% | 9,966 | $265K |
| Argent Trust Co | 0.01% | No change | 9,864 | $263K |
| LGL Partners, LLC | 0.04% | Add +2.8% | 9,825 | $262K |
| Parkshore Wealth Management, Inc. | 0.16% | — | 9,806 | $261K |
| Twele Capital Management, Inc. | 0.05% | Add +9.6% | 9,732 | $259K |
| Sterling Investment Management, LLC | 0.20% | Reduce -50.5% | 9,645 | $257K |
| Schaeffer Financial LLC | 0.26% | Add +2.8% | 9,641 | $257K |
| Richardson Capital Management LLC | 0.16% | Reduce -19.8% | 9,619 | $256K |
| MBE Wealth Management, LLC | 0.14% | New | 9,572 | $255K |
| Warwick Investment Management, Inc. | 0.05% | Add +2.7% | 9,567 | $255K |
| Great Waters Wealth Management | 0.03% | Add +5.2% | 9,442 | $251K |
| Caprock Group, LLC | 0.01% | Add +1.1% | 9,412 | $251K |
| Zhang Financial LLC | 0.01% | Add +1.0% | 9,379 | $250K |
| Ritholtz Wealth Management | 0.01% | Add +0.9% | 9,261 | $247K |
| Evergreen Capital Management LLC | 0.01% | Add +0.4% | 9,247 | $246K |
| Facet Wealth, Inc. | 0.01% | Add +7.2% | 9,009 | $246K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | Add +6.8% | 9,207 | $245K |
| AE Wealth Management LLC | 0.00% | Reduce -7.0% | 9,102 | $242K |
| Fortem Financial Group, LLC | 0.09% | No change | 9,079 | $242K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 8,266 | $241K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 9,040 | $241K |
| Larson Financial Group LLC | 0.01% | Add +81.5% | 9,039 | $241K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 8,996 | $240K |
| PFG Advisors | 0.01% | Add +9.8% | 8,947 | $238K |
| Pine Haven Investment Counsel, Inc | 0.20% | Add +7.9% | 8,922 | $238K |
| ETF Store, Inc. | 0.29% | Add +2.7% | 8,880 | $236K |
| Ieq Capital, LLC | 0.00% | Reduce -19.3% | 8,649 | $230K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 8,582 | $229K |
| Private Capital Management, LLC | 0.02% | Reduce -15.6% | 8,566 | $228K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -29.6% | 8,560 | $228K |
| Guardian Wealth Advisors, LLC | 0.15% | Add +3.8% | 8,534 | $227K |
| Warner Financial, Inc. | 0.10% | Add +2.7% | 8,508 | $227K |
| XTX Topco Ltd | 0.02% | New | 8,500 | $226K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 8,444 | $225K |
| American Trust | 0.02% | New | 8,437 | $225K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -4.6% | 8,426 | $224K |
| Ironwood Investment Management LLC | 0.11% | No change | 8,349 | $222K |
| Glaxis Capital Management, LLC | 0.61% | Add +2.9% | 8,342 | $222K |
| Cordant, Inc. | 0.12% | Reduce -2.5% | 8,301 | $221K |
| SOL Capital Management CO | 0.02% | Reduce -35.8% | 8,257 | $220K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.6% | 8,193 | $218K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.0% | 8,185 | $218K |
| Acas, LLC | 0.16% | Reduce -0.6% | 7,919 | $215K |
| Front Row Advisors LLC | 0.07% | Add +0.0% | 7,957 | $212K |
| Advisory Alpha, LLC | 0.01% | Reduce -8.9% | 7,953 | $212K |
| Sage Rhino Capital LLC | 0.05% | Add +2.9% | 7,916 | $211K |
| HUB Investment Partners, LLC | 0.01% | New | 7,840 | $209K |
| Panoramic Investment Advisors, LLC | 0.14% | Reduce -0.6% | 7,834 | $209K |
| Vermillion Wealth Management, Inc. | 0.11% | — | 7,830 | $209K |
| Pacific Point Advisors, LLC | 0.13% | — | 7,624 | $208K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.6% | 7,794 | $208K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -18.8% | 7,703 | $205K |
| PDS Planning, Inc | 0.02% | Add +12.8% | 7,520 | $200K |
| Franklin Resources Inc. | 0.00% | No change | 7,455 | $199K |
| NorthRock Partners, LLC | 0.01% | Reduce -26.5% | 7,171 | $191K |
| Private Capital Management LLC | 0.04% | Reduce -12.1% | 6,829 | $182K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +21.4% | 6,805 | $181K |
| Private Wealth Management Group, LLC | 0.07% | No change | 6,665 | $177K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $170K |
| Citigroup Inc. | 0.00% | Add +1.0% | 5,809 | $155K |
| Versant Capital Management, Inc | 0.03% | Reduce -7.4% | 5,712 | $152K |
| Colonial Trust Co / SC | 0.02% | No change | 5,200 | $138K |
| Birchbrook, Inc. | 0.08% | No change | 5,031 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +76.9% | 4,998 | $133K |
| Evolution Advisers, Inc. | 0.07% | No change | 4,957 | $132K |
| Chapman Financial Group, LLC | 0.10% | — | 4,902 | $131K |
| Newton One Investments LLC | 0.05% | New | 4,859 | $129K |
| Robinswood Financial LLC | 0.05% | Add +0.7% | 4,844 | $129K |
| Capital Analysts, LLC | 0.01% | Add +96.1% | 4,814 | $128K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.3% | 4,539 | $121K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,403 | $117K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -1.0% | 4,350 | $116K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +8.3% | 4,332 | $115K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $110K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $107K |
| Clear Investment Research, LLC | 0.13% | No change | 3,888 | $104K |
| Signature Resources Capital Management, LLC | 0.09% | Reduce -0.8% | 3,819 | $102K |
| Proffitt & Goodson Inc. | 0.02% | No change | 3,809 | $101K |
| Crowley Wealth Management, Inc. | 0.09% | — | 3,760 | $100K |
| Crewe Advisors LLC | 0.01% | Add +2.8% | 3,693 | $98K |
| Bellwether Advisors, LLC | 0.02% | New | 3,676 | $98K |
| American Capital Advisory, LLC | 0.05% | Add +0.4% | 3,527 | $94K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 3,172 | $84K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $84K |
| Islay Capital Management, LLC | 0.06% | Add +6.4% | 3,157 | $84K |
| New Republic Capital, LLC | 0.05% | Reduce -29.9% | 3,090 | $82K |
| Compass Planning Associates Inc | 0.08% | — | 3,067 | $82K |
| SIMA Wealth Partners, LLC | 0.07% | Reduce -1.1% | 3,033 | $81K |
| Sound Income Strategies, LLC | 0.00% | Add +525.9% | 2,992 | $80K |
| MeadowBrook Investment Advisors LLC | 0.07% | Reduce -3.3% | 2,905 | $77K |
| Howe & Rusling Inc. | 0.01% | Reduce -5.4% | 2,876 | $77K |
| WealthCollab, LLC | 0.05% | Reduce -6.0% | 2,829 | $75K |
| Glassman Wealth Services | 0.01% | Add +1.8% | 2,793 | $74K |
| Wingate Wealth Advisors, Inc. | 0.07% | — | 2,724 | $73K |
| EnRich Financial Partners LLC | 0.02% | Add +19.8% | 2,651 | $71K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $70K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -17.7% | 2,495 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.4% | 2,491 | $66K |
| Bray Capital Advisors | 0.02% | No change | 2,395 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.5% | 2,382 | $63K |
| Prudent Man Investment Management, Inc. | 0.03% | — | 2,371 | $63K |
| Headlands Technologies LLC | 0.01% | Add +132.9% | 2,357 | $63K |
| McClarren Financial Advisors, Inc. | 0.17% | New | 2,239 | $61K |
| Windsor Advisory Group, LLC | 0.07% | Add +488.3% | 2,112 | $56K |
| Friedenthal Financial | 0.03% | Reduce -0.2% | 2,097 | $56K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -0.1% | 2,081 | $55K |
| Hollencrest Capital Management | 0.00% | No change | 2,061 | $55K |
| Hurley Capital, LLC | 0.04% | — | 2,047 | $55K |
| JDM Financial Group LLC | 0.03% | Reduce -10.1% | 2,029 | $54K |
| HM Payson & Co. | 0.00% | No change | 1,978 | $53K |
| Promus Capital, LLC | 0.04% | — | 1,946 | $52K |
| Tompkins Financial Corp. | 0.00% | Add +299.1% | 1,812 | $48K |
| Blue Trust, Inc. | 0.00% | Reduce -44.7% | 1,722 | $46K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,558 | $41K |
| GS Investments, Inc. | 0.02% | Add +62.8% | 1,490 | $40K |
| Integrity Financial Corp | 0.02% | New | 1,406 | $37K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.3% | 1,373 | $37K |
| Lee Danner & Bass Inc. | 0.00% | New | 1,354 | $36K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $35K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +5.0% | 1,251 | $33K |
| Joseph Group Capital Management | 0.01% | No change | 1,249 | $33K |
| Castleview Partners, LLC | 0.02% | New | 1,195 | $32K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -0.1% | 1,189 | $32K |
| Avion Wealth | 0.01% | Reduce -1.6% | 1,182 | $31K |
| WR Wealth Planners, LLC | 0.01% | Add +2.8% | 1,121 | $30K |
| Assetmark, Inc. | 0.00% | Add +377.7% | 1,113 | $30K |
| Decker Retirement Planning Inc. | 0.02% | — | 1,094 | $29K |
| Human Investing LLC | 0.01% | New | 1,078 | $29K |
| Oarsman Capital, Inc. | 0.00% | Add +5788.2% | 1,001 | $27K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +3.5% | 933 | $25K |
| Whipplewood Advisors, LLC | 0.01% | — | 927 | $25K |
| Main Street Group, LTD | 0.01% | Add +3.1% | 857 | $23K |
| SYM FINANCIAL Corp | 0.00% | No change | 834 | $22K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 800 | $21K |
| UMB Bank, n.a. | 0.00% | No change | 800 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4600.0% | 799 | $21K |
| Synergy Asset Management, LLC | 0.00% | New | 728 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 727 | $19K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 732 | $19K |
| Investors Research Corp | 0.00% | No change | 705 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Add +2.7% | 640 | $17K |
| Mattson Financial Services, LLC | 0.01% | New | 584 | $17K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -27.9% | 648 | $17K |
| GeoWealth Management, LLC | 0.00% | Add +2.5% | 628 | $17K |
| Blume Capital Management, Inc. | 0.00% | Add +0.5% | 611 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -25.3% | 592 | $16K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 589 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +2.5% | 570 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.6% | 521 | $14K |
| Putney Financial Group LLC | 0.01% | — | 520 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $13K |
| BlackRock, Inc. | 0.00% | Add +49800.0% | 499 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 491 | $13K |
| Midwest Capital Advisors, LLC | 0.01% | — | 492 | $13K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $12K |
| Milestone Investment Advisors LLC | 0.00% | Reduce -90.7% | 423 | $11K |
| Rise Advisors, LLC | 0.01% | Add +2.7% | 412 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 401 | $11K |
| Orion Capital Management LLC | 0.00% | New | 394 | $10K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $9K |
| NBT Bank, N.A. | 0.00% | No change | 342 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 339 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -9.9% | 338 | $9K |
| Stonebridge Financial Group, LLC | 0.00% | — | 334 | $9K |
| Sellwood Investment Partners LLC | 0.00% | — | 330 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 323 | $9K |
| Wagner Wealth Management, LLC | 0.00% | Add +29.8% | 322 | $9K |
| Continuum Advisory, LLC | 0.00% | Add +365.2% | 321 | $9K |
| Rothschild Investment LLC | 0.00% | Reduce -31.1% | 319 | $8K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 308 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.1% | 296 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 274 | $7K |
| Davis Capital Management | 0.01% | Add +143.8% | 273 | $7K |
| Financial Freedom, LLC | 0.00% | Add +2.6% | 271 | $7K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 260 | $7K |
| Security National Bank | 0.00% | New | 257 | $7K |
| Key Financial Inc | 0.00% | No change | 234 | $6K |
| Tucker Asset Management LLC | 0.00% | Add +50.4% | 209 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.9% | 177 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 175 | $5K |
| CNB Bank | 0.00% | No change | 173 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | — | 161 | $4K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -66.4% | 150 | $4K |
| Archer Investment Corp | 0.00% | Add +2.9% | 141 | $4K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 140 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 136 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 131 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 123 | $3K |
| Ridgewood Investments LLC | 0.00% | No change | 122 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | — | 111 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 111 | $3K |
| Atmos Advisory, LLC | 0.00% | No change | 105 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -43.7% | 103 | $3K |
| Denver PWM, LLC | 0.00% | Reduce -99.9% | 103 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 99 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Add +2.4% | 84 | $2K |
| Sandy Spring Bank | 0.00% | Add +232.0% | 83 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 79 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +2.7% | 77 | $2K |
| Arax Advisory Partners | 0.00% | Add +111.4% | 74 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Add +1133.3% | 74 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | New | 51 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $1K |
| NBZ Investment Advisors LLC | 0.00% | — | 46 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 43 | $1K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -4.5% | 42 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.7% | 38 | $1K |
| Coston, McIsaac & Partners | 0.00% | Add +3.1% | 67 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 33 | $879 |
| Graney & King, LLC | 0.00% | — | 27 | $724 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $586 |
| NWK Group, Inc. | 0.00% | Add +7.7% | 14 | $373 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $266 |
| NewSquare Capital LLC | 0.00% | Add +66.7% | 10 | $266 |
| BNP Paribas Financial Markets | 0.00% | New | 8 | $213 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 6 | $160 |
| Rice Partnership, LLC | 0.00% | Reduce -99.5% | 6 | $160 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $27 |
| United Community Bank | 0.00% | New | 1 | $27 |
| Keener Financial Planning LLC | 0.00% | New | 22 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 29 | $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.