Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q3 2025 (September 30)784holders +15
67new positions
41sold out
2famous investors
$33.37avg. 13F price*
At the end of Q3 2025, 784 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 15 from Q2 2025. 67 opened new positions and 41 sold out. The largest holders were Creative Planning ($638.2M), Financial Engines Advisors L.L.C. ($557.5M) and HighTower Advisors, LLC ($348.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $67.7M |
| Exits | 41 | $22.1M |
All 13F filers, Q2 2025 → Q3 2025: 10,874,139 shares bought and 6,209,329 shares sold, net +4,664,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 784 holders
| Creative Planning | 0.49% | Reduce -2.0% | 19,125,476 | $638.2M |
| Financial Engines Advisors L.L.C. | 1.06% | Reduce -5.1% | 16,707,929 | $557.5M |
| HighTower Advisors, LLC | 0.40% | Add +3.0% | 10,445,370 | $348.6M |
| US Bancorp \de | 0.26% | Add +89.0% | 6,510,778 | $217.3M |
| SageView Advisory Group, LLC | 4.27% | Reduce -1.4% | 3,710,282 | $123.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -5.2% | 3,500,259 | $116.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.7% | 2,240,681 | $75.5M |
| Rakuten Investment Management, Inc. | 0.27% | — | 2,245,603 | $74.6M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 2,121,687 | $70.8M |
| Mather Group, Llc. | 0.71% | Reduce -0.9% | 2,095,111 | $69.9M |
| Rebalance, LLC | 4.18% | Add +4.0% | 2,075,427 | $69.3M |
| Orgel Wealth Management, LLC | 1.50% | Add +0.9% | 1,969,045 | $65.7M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -0.7% | 1,895,236 | $63.2M |
| Moneta Group Investment Advisors LLC | 0.49% | Add +4.2% | 1,843,037 | $61.5M |
| Krilogy Financial LLC | 2.04% | Add +11.9% | 1,607,462 | $54.3M |
| FMR LLC | 0.00% | Reduce -1.7% | 1,604,892 | $53.6M |
| Sanctuary Advisors, LLC | 0.30% | Add +7.3% | 1,570,664 | $52.4M |
| Heartwood Wealth Advisors LLC | 4.80% | Add +0.7% | 1,541,281 | $51.4M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -7.3% | 1,509,693 | $50.4M |
| Corient Private Wealth LP | 0.08% | Add +1164.8% | 1,474,214 | $49.2M |
| HBK Sorce Advisory LLC | 1.23% | Add +8.4% | 1,465,759 | $49.1M |
| Mariner, LLC | 0.06% | Add +2.0% | 1,435,586 | $47.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.8% | 1,418,649 | $47.3M |
| Wells Fargo & Company | 0.01% | Add +0.2% | 1,328,457 | $44.3M |
| Jones Financial Companies LLLP | 0.03% | Add +6.5% | 1,289,095 | $42.8M |
| Cooper/Haims Advisors, LLC | 19.36% | Reduce -2.1% | 1,241,534 | $41.4M |
| BlueSky Wealth Advisors, LLC | 5.24% | Reduce -1.1% | 1,164,240 | $38.9M |
| Rainey & Randall Wealth Advisors Inc. | 5.85% | Add +0.4% | 1,049,847 | $35.0M |
| JMG Financial Group, Ltd. | 0.97% | Reduce -3.7% | 1,018,714 | $34.0M |
| McAdam, LLC | 1.65% | Reduce -1.8% | 1,000,797 | $33.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -56.2% | 997,192 | $33.3M |
| Fund Evaluation Group, LLC | 1.06% | Reduce -4.6% | 876,706 | $29.3M |
| Cerity Partners LLC | 0.05% | Reduce -0.4% | 834,882 | $27.9M |
| Cetera Investment Advisers | 0.03% | Add +6.3% | 826,069 | $27.6M |
| Mountain Capital Investment Advisors Inc. | 4.51% | New | 762,515 | $25.6M |
| Benjamin Edwards Inc. | 0.28% | Add +6.5% | 750,056 | $25.0M |
| SCS Capital Management LLC | 0.27% | Reduce -0.5% | 746,002 | $24.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.48% | Add +8.9% | 721,565 | $24.1M |
| Ballentine Partners, LLC | 0.33% | Reduce -0.4% | 706,429 | $23.6M |
| Royal Bank of Canada | 0.00% | Add +381.2% | 679,859 | $22.7M |
| UBS Group AG | 0.00% | Reduce -2.5% | 670,095 | $22.4M |
| Charles Schwab Trust Co | 1.46% | Add +5.3% | 642,699 | $21.4M |
| Waverly Advisors, LLC | 0.17% | Add +5.9% | 517,011 | $17.3M |
| Osaic Holdings, Inc. | 0.02% | Add +0.3% | 533,124 | $17.2M |
| Alliance Wealth Management Group | 3.77% | Reduce -2.5% | 508,541 | $17.0M |
| Towercrest Capital Management | 2.72% | Reduce -2.5% | 508,541 | $17.0M |
| Summit Wealth & Retirement Planning, Inc. | 4.07% | Reduce -15.0% | 495,815 | $16.5M |
| Pure Portfolios Holdings LLC | 5.12% | Reduce -0.7% | 491,160 | $16.4M |
| Focus Partners Wealth | 0.03% | Add +10.1% | 484,718 | $16.2M |
| LPL Financial LLC | 0.00% | Add +10.3% | 484,249 | $16.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.4% | 477,042 | $15.9M |
| Boyd Wealth Management, LLC | 6.80% | Add +112.6% | 473,015 | $15.8M |
| Thrivent Financial for Lutherans | 0.03% | New | 454,447 | $15.2M |
| Klingenstein Fields & Co. LP | 0.57% | Reduce -2.4% | 453,951 | $15.1M |
| Naples Global Advisors, LLC | 1.18% | Add +3.5% | 453,130 | $15.1M |
| Procyon Advisors, LLC | 0.89% | Add +2773.6% | 448,762 | $15.0M |
| TruNorth Capital Management, LLC | 2.95% | Add +7.4% | 446,299 | $14.9M |
| Adamsbrown Wealth Consultants LLC | 3.91% | Add +3.9% | 425,130 | $14.2M |
| Pathstone Holdings, LLC | 0.05% | Reduce -49.2% | 372,367 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 361,753 | $12.1M |
| IHT Wealth Management, LLC | 0.30% | Add +10.3% | 357,550 | $11.9M |
| Hantz Financial Services, Inc. | 0.17% | Add +0.8% | 344,045 | $11.5M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -1.6% | 342,913 | $11.4M |
| Cabot Wealth Management Inc. | 1.26% | Add +0.1% | 340,265 | $11.4M |
| SigFig Wealth Management, LLC | 0.35% | Reduce -10.7% | 338,807 | $11.2M |
| Brand Asset Management Group, Inc. | 3.14% | Add +15.0% | 334,392 | $11.2M |
| Cresset Asset Management, LLC | 0.05% | Add +0.3% | 333,714 | $11.1M |
| HC Advisors, LLC | 7.74% | Reduce -2.0% | 329,906 | $11.0M |
| AlphaCore Capital LLC | 0.37% | Reduce -0.2% | 328,591 | $11.0M |
| North Star Asset Management Inc. | 0.44% | Add +0.5% | 323,345 | $10.8M |
| RFG - Bristol Wealth Advisors, LLC | 3.03% | New | 314,478 | $10.5M |
| Red Tortoise LLC | 4.47% | Add +1.0% | 305,140 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.1% | 303,971 | $10.1M |
| Steele Capital Management, Inc. | 0.44% | Reduce -11.7% | 297,239 | $9.9M |
| MorganRosel Wealth Management, LLC | 2.57% | Reduce -6.6% | 297,095 | $9.9M |
| Main Street Financial Solutions, LLC | 0.63% | Add +3.3% | 295,278 | $9.9M |
| Seneca Financial Advisors LLC | 3.19% | Reduce -2.4% | 292,939 | $9.8M |
| Garde Capital, Inc. | 0.49% | Add +0.2% | 290,442 | $9.7M |
| Gemmer Asset Management LLC | 0.75% | Add +8.1% | 278,756 | $9.3M |
| Wedmont Private Capital | 0.34% | Reduce -3.5% | 272,123 | $9.2M |
| Visionary Wealth Advisors | 0.42% | Add +7.5% | 269,782 | $9.0M |
| Ballast Advisors LLC | 2.47% | Reduce -1.4% | 268,362 | $9.0M |
| Apriem Advisors | 0.84% | Reduce -2.1% | 267,129 | $8.9M |
| Zacks Investment Management | 0.07% | Reduce -8.8% | 262,647 | $8.8M |
| Bank of America Corp. | 0.00% | Add +3.1% | 259,404 | $8.7M |
| Invst, LLC | 0.94% | Reduce -3.7% | 248,110 | $8.3M |
| Captrust Financial Advisors | 0.02% | Reduce -5.5% | 247,942 | $8.3M |
| Geneos Wealth Management Inc. | 0.21% | Reduce -0.6% | 244,232 | $8.2M |
| Savant Capital, LLC | 0.05% | Add +59.0% | 242,941 | $8.1M |
| Boltwood Capital Management | 2.15% | Add +0.6% | 241,952 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 240,963 | $8.0M |
| St. Louis Trust Co | 0.96% | Add +2.1% | 231,273 | $7.7M |
| Nicholas Hoffman & Company, LLC. | 0.18% | Add +0.0% | 227,264 | $7.6M |
| Sherwood Financial Partners, LLC | 6.53% | Reduce -1.0% | 224,250 | $7.5M |
| Sierra Ocean, LLC | 6.15% | Reduce -21.9% | 219,231 | $7.3M |
| Courage Miller Partners, LLC | 2.17% | Reduce -4.4% | 217,233 | $7.2M |
| Arkansas Financial Group, Inc. | 1.06% | Reduce -0.3% | 215,087 | $7.2M |
| Payne Capital Management, LLC | 2.28% | Add +8.0% | 211,782 | $7.1M |
| Ackerman Capital Advisors, LLC | 1.46% | Reduce -7.3% | 209,313 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.7% | 199,206 | $6.6M |
| Guardian Financial Partners, LLC | 2.78% | Reduce -1.9% | 197,412 | $6.6M |
| Strid Group, LLC | 0.83% | No change | 196,633 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +13.6% | 195,808 | $6.5M |
| Cornerstone Wealth Advisors, Inc. | 1.58% | Reduce -1.9% | 195,796 | $6.5M |
| Atria Investments, Inc | 0.07% | Reduce -24.6% | 186,862 | $6.2M |
| Power Wealth Management LLC | 2.24% | Add +2.7% | 184,678 | $6.2M |
| WBH Advisory Inc. | 0.46% | Add +2.2% | 181,348 | $6.1M |
| LifePlan Investment Advisors, Inc. | 2.44% | Reduce -3.1% | 174,340 | $5.8M |
| Rockbridge Investment Management, LCC | 0.57% | Reduce -2.5% | 174,132 | $5.8M |
| CX Institutional | 0.18% | No change | 174,090 | $5.8M |
| Berkshire Asset Management LLC | 0.24% | Add +5.8% | 172,358 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +1483.4% | 170,849 | $5.7M |
| Mission Wealth Management, LP | 0.12% | Reduce -6.0% | 169,224 | $5.6M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.1% | 165,120 | $5.5M |
| Patriot Investment Management Group, Inc. | 0.36% | Reduce -0.3% | 164,692 | $5.5M |
| Parallel Advisors, LLC | 0.10% | Reduce -1.5% | 164,291 | $5.5M |
| JFS Wealth Advisors, LLC | 0.32% | Reduce -2.1% | 163,004 | $5.4M |
| Joule Financial, LLC | 1.63% | Reduce -2.3% | 162,900 | $5.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +0.2% | 161,003 | $5.4M |
| Principal Securities, Inc. | 0.09% | Add +97.0% | 160,957 | $5.4M |
| Brightwater Advisory LLC | 3.67% | Reduce -0.6% | 160,081 | $5.3M |
| Wakefield Asset Management LLLP | 1.45% | Add +5.3% | 159,528 | $5.3M |
| Pinkerton Wealth, LLC | 0.56% | Add +28.8% | 155,708 | $5.2M |
| Marotta Asset Management | 0.98% | Reduce -0.4% | 154,690 | $5.2M |
| MAI Capital Management | 0.03% | Reduce -1.9% | 155,361 | $5.2M |
| Johnson Financial Group, LLC | 0.47% | No change | 154,355 | $5.2M |
| Bangor Savings Bank | 0.42% | Reduce -2.2% | 152,635 | $5.1M |
| Valley National Advisers Inc. | 0.79% | Add +5.9% | 152,578 | $5.1M |
| Fortis Capital Management LLC | 0.72% | Add +5.3% | 152,302 | $5.1M |
| Almanack Investment Partners, LLC. | 0.78% | Add +262.5% | 151,148 | $5.0M |
| Fairway Financial, LLC | 3.97% | Add +1.4% | 150,844 | $5.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +5.1% | 148,778 | $5.0M |
| Upper Left Wealth Management, LLC | 3.11% | Reduce -5.1% | 148,508 | $5.0M |
| Kohmann Bosshard Financial Services, LLC | 0.51% | Reduce -20.0% | 148,117 | $4.9M |
| Sightline Wealth Advisors, LLC | 2.22% | Reduce -2.5% | 147,364 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +1.1% | 143,500 | $4.8M |
| Bishop & Co Investment Management, LLC | 1.58% | Reduce -0.4% | 141,635 | $4.7M |
| Texas Yale Capital Corp. | 0.14% | Add +9.1% | 137,904 | $4.6M |
| RKL Wealth Management LLC | 0.39% | Reduce -10.2% | 135,922 | $4.5M |
| Plum Street Advisors, LLC | 1.68% | Add +2.5% | 130,738 | $4.4M |
| White & Co Financial Planning Inc | 3.27% | Reduce -1.9% | 130,301 | $4.3M |
| L2 Asset Management, LLC | 0.63% | Add +72.6% | 129,759 | $4.3M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -2.3% | 128,447 | $4.3M |
| Christensen, King & Associates Investment Services, Inc. | 1.82% | Reduce -1.7% | 127,037 | $4.2M |
| Ethos Financial Group, LLC | 0.33% | Reduce -0.1% | 124,061 | $4.1M |
| Bogart Wealth, LLC | 0.17% | Reduce -7.3% | 123,070 | $4.1M |
| Sunbelt Securities, Inc. | 0.28% | Add +12.8% | 122,552 | $4.1M |
| Composition Wealth, LLC | 0.06% | Add +0.1% | 120,596 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +10.3% | 119,860 | $4.0M |
| Debussy Capital Management LP | 0.56% | Reduce -0.9% | 118,999 | $4.0M |
| Nations Financial Group Inc, /Ia/ | 0.25% | Add +1.1% | 118,789 | $4.0M |
| Cascade Financial Partners, LLC | 0.45% | Reduce -0.3% | 118,765 | $4.0M |
| Creekside Partners | 1.71% | Add +0.1% | 115,988 | $3.9M |
| Stonekeep Investments, LLC | 2.45% | Add +4.1% | 115,940 | $3.9M |
| ZynergyRetirementPlanningLLC | 2.43% | Add +0.6% | 115,668 | $3.9M |
| Apollon Wealth Management, LLC | 0.07% | Add +14.5% | 115,203 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 114,308 | $3.8M |
| Gleason Group, Inc. | 0.38% | Add +0.7% | 111,924 | $3.7M |
| WealthShield Partners, LLC | 0.42% | Reduce -1.1% | 110,642 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.32% | Add +0.3% | 110,557 | $3.7M |
| Asset Allocation Strategies LLC | 0.73% | Add +10.5% | 110,340 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.3% | 110,273 | $3.7M |
| Myecfo, LLC | 1.67% | Reduce -4.0% | 109,909 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 109,195 | $3.6M |
| Betterment LLC | 0.01% | Add +3.1% | 108,873 | $3.6M |
| Kathmere Capital Management, LLC | 0.26% | Reduce -5.1% | 107,593 | $3.6M |
| Seek First Inc. | 2.55% | Add +2.4% | 106,459 | $3.6M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -3.5% | 105,138 | $3.5M |
| Destination Wealth Management | 0.10% | Add +3.0% | 104,582 | $3.5M |
| Strategic Financial Planning, Inc. | 1.99% | Reduce -2.1% | 102,944 | $3.4M |
| Pioneer Wealth Management Group | 1.10% | Reduce -2.2% | 102,479 | $3.4M |
| BCK Partners, Inc. | 1.83% | Add +2.3% | 101,744 | $3.4M |
| Omega Financial Group, LLC | 1.14% | Add +1.1% | 101,706 | $3.4M |
| Empowered Funds, LLC | 0.03% | Add +18.1% | 100,348 | $3.3M |
| Accurate Wealth Management, LLC | 0.44% | Add +18.8% | 99,598 | $3.3M |
| Lee Financial Co | 0.41% | Add +0.0% | 97,723 | $3.3M |
| Koesten, Hirschmann & Crabtree, INC. | 1.55% | Add +0.2% | 97,634 | $3.3M |
| Fort Point Capital Partners LLC | 0.41% | Reduce -0.1% | 97,055 | $3.2M |
| Cobblestone Capital Advisors LLC | 0.15% | Reduce -2.5% | 95,921 | $3.2M |
| Dakota Wealth Management | 0.06% | Add +12.1% | 93,257 | $3.1M |
| Badgley Phelps Wealth Managers, LLC | 0.06% | Reduce -5.9% | 92,267 | $3.1M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -0.3% | 91,110 | $3.0M |
| Leavell Investment Management, Inc. | 0.13% | Reduce -4.9% | 90,518 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.4% | 89,805 | $3.0M |
| Ifrah Financial Services, Inc. | 0.77% | Reduce -0.9% | 89,569 | $3.0M |
| Orcam Financial Group | 2.36% | Add +2.1% | 87,638 | $2.9M |
| Curbstone Financial Management Corp | 0.56% | No change | 86,850 | $2.9M |
| FAS Wealth Partners, Inc. | 0.20% | Reduce -0.9% | 86,734 | $2.9M |
| Hengehold Capital Management LLC | 0.25% | Reduce -0.5% | 86,342 | $2.9M |
| TPG Advisors LLC | 1.88% | Add +17.6% | 85,646 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +7.9% | 85,644 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +18.0% | 84,529 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +24.9% | 84,025 | $2.8M |
| FIDELIS iM, LLC | 1.73% | Reduce -30.4% | 91,493 | $2.8M |
| AllSquare Wealth Management LLC | 1.47% | Add +0.7% | 83,244 | $2.8M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.7% | 81,783 | $2.8M |
| Bluespring Wealth Management, LLC | 0.24% | Reduce -16.2% | 82,535 | $2.8M |
| Arcataur Capital Management LLC | 0.81% | Reduce -3.5% | 82,422 | $2.8M |
| World Investment Advisors | 0.06% | Add +1.0% | 82,131 | $2.7M |
| North Forty Two & Co. | 2.67% | Add +0.6% | 82,040 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -1.4% | 81,181 | $2.7M |
| Howard Financial Services, LTD. | 0.33% | Reduce -1.6% | 80,923 | $2.7M |
| MBE Wealth Management, LLC | 1.15% | Reduce -17.4% | 79,655 | $2.7M |
| Asset Management Group, Inc. | 0.43% | No change | 78,796 | $2.6M |
| Ritholtz Wealth Management | 0.05% | Reduce -4.6% | 78,646 | $2.6M |
| Marshall Financial Group Inc. | 0.72% | Reduce -1.9% | 78,180 | $2.6M |
| Sollinda Capital Management LLC | 0.71% | Add +16.0% | 77,560 | $2.6M |
| Tortoise Investment Management, LLC | 0.23% | Reduce -1.1% | 77,154 | $2.6M |
| Etesian Wealth Advisors, Inc. | 0.85% | Add +2.0% | 76,731 | $2.6M |
| Up Strategic Wealth Investment Advisors LLC | 1.92% | Add +0.7% | 76,300 | $2.6M |
| Holistic Financial Partners | 1.05% | Reduce -3.3% | 76,486 | $2.6M |
| Chesapeake Wealth Management | 0.78% | Add +4.0% | 76,405 | $2.5M |
| Breakwater Investment Management | 0.92% | Reduce -3.7% | 74,643 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.38% | Add +4.6% | 71,039 | $2.4M |
| Embree Financial Group | 0.32% | Reduce -9.2% | 70,382 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Add +0.2% | 70,256 | $2.3M |
| Roberts Wealth Advisors, LLC | 0.62% | Reduce -2.4% | 70,236 | $2.3M |
| Oakwell Private Wealth Management, LLC | 0.47% | No change | 70,151 | $2.3M |
| Lodestar Private Asset Management LLC | 0.24% | Add +1.8% | 68,882 | $2.3M |
| Integrity Alliance, Llc. | 0.11% | Reduce -2.7% | 68,012 | $2.3M |
| Diversified Trust Co. | 0.04% | Add +127.8% | 67,515 | $2.3M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.2% | 67,207 | $2.2M |
| BlackRock, Inc. | 0.00% | Add +887.6% | 66,682 | $2.2M |
| Blankinship & Foster, LLC | 0.48% | Reduce -0.3% | 65,975 | $2.2M |
| Hancock Whitney Corp. | 0.04% | Add +1.8% | 65,909 | $2.2M |
| Allen Capital Group, LLC | 0.20% | Add +15.8% | 63,466 | $2.1M |
| Nalls Sherbakoff Group, LLC | 1.43% | Add +1.0% | 63,439 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +3.4% | 62,668 | $2.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | Reduce -21.9% | 61,765 | $2.1M |
| Ami Investment Management Inc. | 0.47% | Reduce -1.6% | 61,329 | $2.0M |
| Goldstone Financial Group, LLC | 0.24% | Add +33.6% | 61,204 | $2.0M |
| Diversified Enterprises, LLC | 0.14% | Add +6.2% | 61,054 | $2.0M |
| Anchor Investment Management, LLC | 0.17% | Reduce -1.8% | 60,087 | $2.0M |
| Cambridge Financial Group, LLC | 0.64% | Reduce -14.1% | 59,647 | $2.0M |
| James J. Burns & Company, LLC | 0.29% | Reduce -0.7% | 59,239 | $2.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.57% | Reduce -0.7% | 58,573 | $2.0M |
| West Paces Advisors Inc. | 0.39% | Reduce -0.1% | 58,517 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Reduce -1.8% | 58,491 | $2.0M |
| Winthrop Capital Management, LLC | 0.47% | Add +2.2% | 58,229 | $1.9M |
| Allworth Financial LP | 0.01% | Add +3.3% | 58,159 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Add +1.5% | 57,636 | $1.9M |
| Thompson Investment Management, Inc. | 0.25% | Add +1.5% | 57,009 | $1.9M |
| Mill Creek Capital Advisors, LLC | 0.04% | No change | 56,455 | $1.9M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.2% | 56,439 | $1.9M |
| CAP Partners, LLC | 1.07% | Add +7.3% | 56,289 | $1.9M |
| Tenret Co LLC | 0.94% | No change | 54,462 | $1.8M |
| AQR Capital Management | 0.00% | Add +54.8% | 53,335 | $1.8M |
| Veridan Wealth LLC | 0.61% | — | 53,271 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +12.3% | 52,786 | $1.8M |
| Indie Asset Partners, LLC | 2.33% | Add +9.6% | 52,527 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.3% | 51,347 | $1.7M |
| Armor Investment Advisors, LLC | 0.54% | Reduce -62.3% | 51,310 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.5% | 50,980 | $1.7M |
| Opus Capital Group, LLC | 0.19% | Add +1.3% | 50,578 | $1.7M |
| Bell Investment Advisors, Inc | 0.28% | Reduce -3.4% | 50,556 | $1.7M |
| Passive Capital Management, LLC. | 0.55% | Reduce -7.9% | 50,256 | $1.7M |
| Bailard, Inc. | 0.04% | No change | 50,199 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +41.6% | 48,944 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -83.8% | 48,246 | $1.6M |
| Clay Northam Wealth Management, LLC | 0.92% | Reduce -0.3% | 48,097 | $1.6M |
| Soltis Investment Advisors LLC | 0.11% | Add +16.1% | 47,877 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +55.4% | 46,845 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +11.8% | 47,323 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Reduce -3.8% | 47,059 | $1.6M |
| Noble Family Wealth, LLC | 0.34% | Add +3.8% | 46,535 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +4.2% | 46,175 | $1.5M |
| Athena Investment Management | 0.80% | Add +4.3% | 46,037 | $1.5M |
| Brighton Jones LLC | 0.04% | Add +0.1% | 45,568 | $1.5M |
| Windward Private Wealth Management Inc. | 0.52% | Reduce -4.1% | 45,120 | $1.5M |
| OLIO Financial Planning | 0.44% | Reduce -3.0% | 45,043 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +26.4% | 44,382 | $1.5M |
| Payne Capital LLC | 1.50% | — | 44,302 | $1.5M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -0.9% | 44,200 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.3% | 43,835 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +39.3% | 43,756 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.2% | 43,618 | $1.5M |
| Rialto Wealth Management, LLC | 0.38% | Reduce -11.4% | 43,608 | $1.5M |
| RFG Advisory, LLC | 0.03% | New | 43,446 | $1.4M |
| Ignite Planners, LLC | 0.23% | Add +0.0% | 42,781 | $1.4M |
| Greenline Partners, LLC | 0.17% | No change | 42,703 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +1238.0% | 42,093 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.18% | Reduce -1.7% | 41,584 | $1.4M |
| Foster Group, Inc. | 0.04% | No change | 40,875 | $1.4M |
| Alpha Omega Wealth Management LLC | 0.23% | Reduce -2.2% | 40,854 | $1.4M |
| JFG Wealth Management, LLC | 0.26% | No change | 40,489 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.9% | 40,281 | $1.3M |
| Creative Financial Designs Inc. | 0.09% | Reduce -2.0% | 40,149 | $1.3M |
| Rovin Capital /Ut/ | 0.37% | Add +11.9% | 40,057 | $1.3M |
| Values Added Financial LLC | 0.59% | No change | 39,980 | $1.3M |
| Emerald Advisors, LLC | 0.18% | Reduce -0.6% | 39,973 | $1.3M |
| Madden Advisory Services, Inc. | 0.56% | Reduce -0.9% | 39,693 | $1.3M |
| Trust Point Inc. | 0.11% | No change | 39,468 | $1.3M |
| Waterford Advisors, LLC | 0.45% | Add +1305233.3% | 39,160 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 39,145 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.29% | Add +3.3% | 39,009 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -58.8% | 38,583 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.38% | No change | 38,000 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -1.3% | 37,043 | $1.3M |
| Ironwood Wealth Management, LLC. | 0.42% | Reduce -8.0% | 37,578 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 37,364 | $1.2M |
| Sunburst Financial Group, LLC | 0.26% | Reduce -4.9% | 37,290 | $1.2M |
| BCS Wealth Management | 0.28% | Reduce -9.7% | 37,192 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -2.5% | 37,143 | $1.2M |
| FSM Wealth Advisors, LLC | 0.17% | Reduce -4.1% | 36,689 | $1.2M |
| Disciplined Investors, L.L.C. | 0.87% | Add +6.6% | 36,533 | $1.2M |
| Roundview Capital LLC | 0.08% | Add +1.7% | 36,124 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.6% | 35,982 | $1.2M |
| Global Financial Private Client, LLC | 0.42% | Reduce -2.5% | 35,671 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.74% | Reduce -2.1% | 35,503 | $1.2M |
| Armbruster Capital Management, Inc. | 0.20% | No change | 35,285 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -20.9% | 35,012 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +233.9% | 34,809 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +14.3% | 34,634 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | New | 34,378 | $1.1M |
| L.K. Benson & Company, P.C. | 0.61% | Reduce -0.8% | 34,174 | $1.1M |
| Cahill Financial Advisors Inc. | 0.13% | Add +2.4% | 34,170 | $1.1M |
| Comerica Bank | 0.00% | Add +0.6% | 33,852 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.53% | Add +4.0% | 33,089 | $1.1M |
| Keyvantage Wealth, LLC | 0.45% | Reduce -0.8% | 32,248 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +5837.9% | 32,005 | $1.1M |
| Tradition Wealth Management, LLC | 0.08% | Reduce -1.5% | 31,952 | $1.1M |
| Lyell Wealth Management, LP | 0.08% | Add +1.5% | 31,785 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +3.6% | 30,938 | $1.1M |
| Fort Vancouver Investment Management, LLC | 0.59% | No change | 31,611 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 31,160 | $1.0M |
| Element Wealth, LLC | 0.45% | Reduce -1.9% | 30,889 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.7% | 30,739 | $1.0M |
| Whitcomb & Hess, Inc. | 0.26% | Reduce -4.6% | 30,635 | $1.0M |
| Savvy Advisors, Inc. | 0.05% | Add +16.1% | 30,594 | $1.0M |
| Vawter Financial, Ltd. | 0.46% | New | 30,283 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.4% | 30,076 | $1.0M |
| Fearless Solutions, LLC dba Best Invest | 0.64% | Add +0.0% | 30,058 | $1.0M |
| Altfest L J & Co. Inc. | 0.11% | Reduce -2.2% | 29,948 | $999K |
| Fortis Capital Advisors, LLC | 0.16% | Add +30.3% | 29,895 | $998K |
| Belpointe Asset Management LLC | 0.04% | Add +30.3% | 29,895 | $998K |
| WJ Financial Advisors LLC | 0.96% | — | 29,809 | $995K |
| IFP Advisors, Inc | 0.03% | Add +15.4% | 29,501 | $984K |
| American Investment Services, Inc. | 0.24% | No change | 29,483 | $984K |
| Morling Financial Advisors, LLC | 0.33% | No change | 29,392 | $981K |
| FinDec Wealth Services, Inc. | 1.00% | Reduce -2.3% | 29,017 | $968K |
| Blair William & Co. | 0.00% | Add +1.0% | 28,994 | $968K |
| Broadview Financial Management, LLC | 0.65% | Reduce -7.3% | 28,795 | $961K |
| Watershed Private Wealth LLC | 0.30% | Add +0.9% | 28,523 | $952K |
| Nikulski Financial, Inc. | 0.24% | Add +39.6% | 28,389 | $947K |
| Navigation Wealth Management, Inc. | 1.39% | Add +29.5% | 28,360 | $947K |
| Sei Investments Co. | 0.00% | Reduce -1.6% | 28,137 | $939K |
| Alaska Wealth Advisors, LLC | 0.12% | Add +10.0% | 28,057 | $936K |
| Firestone Capital Management | 0.20% | No change | 27,917 | $932K |
| Westmount Partners, LLC | 0.24% | No change | 27,508 | $924K |
| Strategic Blueprint, LLC | 0.04% | Add +8.6% | 27,594 | $921K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +5.7% | 27,542 | $919K |
| CVA Family Office, LLC | 0.12% | Reduce -12.9% | 27,356 | $913K |
| Balboa Wealth Partners | 0.16% | Add +10.6% | 27,344 | $912K |
| James Investment Research, Inc. | 0.10% | Add +7.0% | 27,185 | $907K |
| Whittier Trust Co. | 0.01% | Reduce -50.7% | 26,631 | $899K |
| OneAscent Financial Services LLC | 0.06% | Reduce -0.9% | 26,888 | $897K |
| CIBC Private Wealth Group LLC | 0.00% | Add +110.0% | 26,849 | $896K |
| Continental Investors Services, Inc. | 1.32% | Add +80.2% | 26,500 | $890K |
| Citadel Advisors | 0.00% | Reduce -39.7% | 26,599 | $888K |
| Merit Financial Group, LLC | 0.01% | Add +13.5% | 26,268 | $877K |
| HHM Wealth Advisors, LLC | 0.10% | No change | 26,227 | $875K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -9.4% | 26,031 | $869K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -10.0% | 25,767 | $860K |
| Sigma Planning Corp | 0.02% | Reduce -1.2% | 25,636 | $855K |
| Brookstone Capital Management | 0.01% | Add +20.6% | 25,527 | $852K |
| Everhart Financial Group, Inc. | 0.09% | Reduce -0.5% | 25,506 | $851K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.42% | Reduce -11.8% | 25,448 | $849K |
| Murphy & Mullick Capital Management Corp | 0.63% | Reduce -0.8% | 25,324 | $845K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 25,305 | $844K |
| Kearns & Associates LLC | 0.45% | Reduce 0.0% | 25,238 | $842K |
| Fifth Third Bancorp | 0.00% | Add +72.1% | 25,220 | $842K |
| Rothschild Wealth LLC | 0.18% | Add +14.8% | 25,206 | $841K |
| Phil A. Younker & Associates, Ltd. | 0.64% | New | 25,180 | $840K |
| Capital Analysts, LLC | 0.02% | Add +34.6% | 25,173 | $840K |
| Csenge Advisory Group | 0.04% | Add +16.6% | 25,093 | $837K |
| FFT Wealth Management LLC | 0.15% | Add +180.5% | 24,819 | $828K |
| M1 Capital Management LLC | 0.36% | Add +66.8% | 24,701 | $824K |
| Bourgeon Capital Management LLC | 0.15% | Add +2.8% | 24,570 | $820K |
| Asset Dedication, LLC | 0.06% | Add +10.7% | 24,542 | $819K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.3% | 24,343 | $812K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 24,313 | $811K |
| Fonville Wealth Management LLC | 0.18% | Reduce -0.3% | 24,283 | $810K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.36% | New | 20,937 | $809K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 23,792 | $794K |
| Tempus Wealth Planning, LLC | 0.18% | Add +6.0% | 23,713 | $791K |
| First Manhattan Co. Llc. | 0.00% | Add +1.1% | 23,291 | $777K |
| Sage Financial Group Inc. | 0.05% | Add +0.1% | 23,251 | $776K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -4.5% | 23,083 | $770K |
| Brown Advisory Inc. | 0.00% | No change | 23,038 | $769K |
| Parsonex Advisory Services, Inc. | 0.52% | Add +0.5% | 22,741 | $759K |
| Valued Wealth Advisors LLC | 0.35% | Reduce -0.0% | 22,681 | $757K |
| FC Advisory LLC | 0.22% | Add +7.3% | 22,272 | $743K |
| MCF Advisors LLC | 0.05% | Reduce -3.5% | 22,247 | $742K |
| Glenmede Investment Management, LP | 0.00% | Add +0.6% | 22,044 | $736K |
| Fragasso Financial Advisors Inc | 0.05% | Reduce -6.0% | 21,738 | $734K |
| Aspen Investment Management Inc | 0.28% | Reduce -2.2% | 21,957 | $733K |
| Smartleaf Asset Management LLC | 0.04% | Add +10.5% | 21,562 | $717K |
| Bcwm, LLC | 0.21% | Add +15.9% | 21,198 | $707K |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 21,186 | $707K |
| Clearview Wealth Advisors LLC | 0.45% | Add +3.6% | 21,064 | $703K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.0% | 21,055 | $703K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -38.8% | 20,963 | $700K |
| Capital Planning LLC | 0.20% | Add +3.0% | 20,958 | $699K |
| Aegis Wealth Management LLC | 0.37% | Add +0.8% | 20,549 | $686K |
| Summit Financial, LLC | 0.01% | Add +27.9% | 20,241 | $675K |
| Commerce Bank | 0.00% | Reduce -1.5% | 20,231 | $675K |
| Reston Wealth Management LLC | 0.22% | Add +2.0% | 20,208 | $674K |
| Falcon Wealth Planning | 0.06% | No change | 20,149 | $672K |
| Vise Technologies, Inc. | 0.02% | Add +9.8% | 19,872 | $663K |
| Avant Financial Advisors LLC | 0.50% | Add +1.1% | 19,840 | $662K |
| Abacus Planning Group, Inc. | 0.09% | Reduce -0.5% | 19,741 | $659K |
| Elser Financial Planning, Inc | 0.79% | Reduce -30.7% | 19,523 | $657K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Reduce -4.2% | 19,454 | $649K |
| Rosenberg Matthew Hamilton | 0.14% | No change | 19,264 | $643K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.9% | 19,118 | $638K |
| Evensky & Katz LLC | 0.04% | Reduce -1.4% | 18,761 | $626K |
| DRW Securities, LLC | 0.03% | Reduce -93.5% | 18,843 | $620K |
| FF Advisors,LLC | 0.30% | No change | 18,526 | $618K |
| Balefire, LLC | 0.12% | Add +67.5% | 18,299 | $611K |
| BWM Planning, LLC | 0.18% | No change | 17,828 | $595K |
| Coastwise Capital Group, LLC | 0.42% | Add +9.8% | 17,824 | $595K |
| Sachetta, LLC | 0.22% | No change | 17,762 | $593K |
| Foster & Motley Inc. | 0.03% | Reduce -14.2% | 17,680 | $590K |
| Choreo, LLC | 0.01% | Reduce -1.3% | 17,599 | $587K |
| Meeder Advisory Services, Inc. | 0.03% | Add +5.5% | 17,467 | $583K |
| One Capital Management, LLC | 0.02% | Reduce -4.2% | 17,403 | $581K |
| Worth Asset Management, LLC | 0.26% | Add +10.0% | 17,375 | $580K |
| Signaturefd, LLC | 0.01% | Add +0.2% | 17,331 | $578K |
| Act Wealth Management, LLC | 0.20% | No change | 17,292 | $577K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -6.5% | 17,232 | $575K |
| Equitable Holdings, Inc. | 0.00% | Add +100.6% | 17,203 | $574K |
| Laraway Financial Advisors Inc | 0.39% | No change | 17,196 | $574K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +2.4% | 17,069 | $570K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +5.3% | 17,000 | $567K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -48.3% | 16,921 | $565K |
| Modus Advisors, LLC | 0.15% | Add +5.0% | 16,769 | $560K |
| Clarity Capital Advisors, LLC | 0.30% | No change | 16,705 | $557K |
| BIP Wealth, LLC | 0.03% | New | 16,572 | $553K |
| Modern Wealth Management, LLC | 0.01% | Reduce -6.8% | 16,494 | $550K |
| Curtis Advisory Group, LLC | 0.12% | Add +6.0% | 16,158 | $539K |
| Wilson & Boucher Capital Management, LLC | 0.35% | No change | 16,095 | $537K |
| Sfmg, LLC | 0.04% | New | 15,847 | $529K |
| Park Avenue Securities LLC | 0.00% | Add +26.1% | 15,801 | $527K |
| Foundations Investment Advisors, LLC | 0.01% | New | 15,778 | $527K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | No change | 15,752 | $526K |
| SYM FINANCIAL Corp | 0.06% | Reduce -0.8% | 15,734 | $525K |
| Sterling Financial Planning, Inc. | 0.16% | Reduce -3.4% | 15,650 | $522K |
| Sachem Hill LLC | 0.10% | Reduce -6.6% | 15,558 | $519K |
| Wealthfront Advisers LLC | 0.00% | Add +3.3% | 15,556 | $519K |
| Motive Wealth Advisors | 0.22% | Reduce -3.2% | 15,436 | $515K |
| HORAN Wealth, LLC | 0.08% | Add +1.1% | 15,306 | $511K |
| Blue Barn Wealth, LLC | 0.22% | Reduce -2.3% | 15,245 | $509K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -31.7% | 15,211 | $508K |
| Nicolet Bankshares Inc. | 0.08% | Add +5.2% | 15,092 | $504K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -2.7% | 15,065 | $503K |
| Evermay Wealth Management LLC | 0.06% | Reduce -2.5% | 14,992 | $500K |
| Acropolis Investment Management, LLC | 0.03% | No change | 16,512 | $498K |
| Red Door Wealth Management, LLC | 0.05% | Add +40.1% | 14,873 | $496K |
| Sheets Smith Wealth Management | 0.06% | Add +0.9% | 14,861 | $496K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -1.0% | 14,730 | $492K |
| Rehmann Capital Advisory Group | 0.03% | No change | 14,683 | $490K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.5% | 14,678 | $490K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.6% | 14,639 | $489K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.6% | 14,599 | $487K |
| Smart Portfolios, LLC | 0.47% | Reduce -0.2% | 14,550 | $486K |
| Oldfather Financial Services, LLC | 0.15% | Add +3.8% | 14,486 | $483K |
| Larson Financial Group LLC | 0.02% | Reduce -15.0% | 14,455 | $482K |
| Abound Wealth Management | 0.12% | Reduce -13.8% | 14,379 | $480K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.2% | 14,262 | $476K |
| Retirement Planning Group, LLC | 0.02% | Reduce -0.0% | 14,229 | $475K |
| Evanson Asset Management, LLC | 0.03% | No change | 14,066 | $469K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -6.5% | 14,042 | $469K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.17% | Reduce -4.6% | 13,890 | $464K |
| Paragon Private Wealth Management, LLC | 0.15% | Add +15.8% | 13,673 | $456K |
| Lido Advisors, LLC | 0.00% | New | 13,565 | $453K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -6.8% | 13,562 | $453K |
| Aspiring Ventures, LLC | 0.16% | Reduce -17.6% | 13,359 | $446K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -3.7% | 13,343 | $445K |
| Yoffe Investment Management, LLC | 0.57% | No change | 13,228 | $441K |
| SWS Partners | 0.11% | Reduce -1.2% | 13,199 | $440K |
| Geometric Wealth Advisors | 0.06% | No change | 13,148 | $439K |
| WorthPointe, LLC | 0.16% | Add +12.5% | 12,965 | $433K |
| Medallion Wealth Advisors, LLC | 0.15% | Add +37.8% | 12,902 | $431K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.8% | 12,897 | $430K |
| Apeiron RIA LLC | 0.10% | Reduce -1.4% | 12,797 | $426K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +6.1% | 12,718 | $424K |
| Sunesis Advisors, LLC | 0.20% | — | 12,698 | $424K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -5.2% | 12,681 | $423K |
| State Street Corp. | 0.00% | Add +48.3% | 12,677 | $423K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Add +48.3% | 12,677 | $423K |
| Grey Ledge Advisors, LLC | 0.10% | No change | 12,655 | $422K |
| Ancora Advisors LLC | 0.01% | Reduce -3.1% | 12,530 | $418K |
| Pflug Koory, LLC | 0.20% | Add +17.3% | 12,426 | $415K |
| StoneX Group Inc. | 0.02% | New | 12,360 | $412K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.2% | 12,259 | $409K |
| Hardin Capital Partners, LLC | 0.22% | Add +4.9% | 12,231 | $408K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 12,217 | $408K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.4% | 12,211 | $407K |
| Comprehensive Money Management Services LLC | 0.29% | No change | 12,133 | $405K |
| Arlington Trust Co LLC | 0.07% | No change | 12,061 | $402K |
| Bfsg, LLC | 0.04% | Reduce -1.8% | 12,033 | $402K |
| Stevens Capital Partners | 0.12% | Add +48.2% | 12,003 | $401K |
| Bensler, LLC | 0.04% | Reduce -3.4% | 12,001 | $400K |
| Tru Independence Asset Management 2, LLC | 0.26% | No change | 11,910 | $397K |
| Appleton Partners Inc. | 0.03% | Reduce -0.7% | 11,884 | $397K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.8% | 11,821 | $394K |
| Warwick Investment Management, Inc. | 0.07% | Reduce -0.3% | 11,817 | $394K |
| Roble, Belko & Company, Inc | 0.05% | Add +0.1% | 11,531 | $385K |
| Planned Solutions, Inc. | 0.13% | Reduce -3.5% | 11,351 | $379K |
| Flaharty Asset Management, LLC | 0.05% | New | 11,235 | $375K |
| SimpliFi, Inc. | 0.16% | Reduce -22.3% | 11,208 | $374K |
| Brass Tax Wealth Management, Inc. | 0.06% | Reduce -3.2% | 11,127 | $371K |
| BSW Wealth Partners | 0.05% | Reduce -2.6% | 11,098 | $370K |
| Creegan & Nassoura Financial Group, LLC | 0.24% | Reduce -4.7% | 11,090 | $370K |
| Gilbert & Cook, Inc. | 0.05% | No change | 11,030 | $368K |
| Vishria Bird Financial Group, LLC | 0.07% | No change | 11,007 | $367K |
| Old National Bancorp | 0.01% | No change | 10,985 | $367K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.7% | 10,970 | $366K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 10,913 | $364K |
| Plancorp, LLC | 0.01% | Add +5.2% | 10,786 | $360K |
| Elite Life Management LLC | 0.73% | Add +19.6% | 10,681 | $358K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.3% | 10,713 | $357K |
| Empirical Asset Management, LLC | 0.10% | Add +1.0% | 10,660 | $356K |
| Alteri Wealth LLC | 0.12% | Add +41.8% | 10,630 | $355K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -36.4% | 10,608 | $354K |
| United Advisor Group, LLC | 0.05% | Add +45.0% | 10,520 | $351K |
| Golden State Wealth Management, LLC | 0.04% | No change | 10,447 | $349K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +6.8% | 10,382 | $346K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -0.8% | 10,344 | $345K |
| Snider Financial Group | 0.09% | Reduce -6.8% | 10,286 | $343K |
| Front Row Advisors LLC | 0.11% | Reduce -0.8% | 10,251 | $342K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +2.1% | 10,218 | $341K |
| Prairieview Wealth Partners, LLC | 0.32% | Reduce -0.9% | 10,143 | $338K |
| Twele Capital Management, Inc. | 0.06% | No change | 10,140 | $338K |
| MJT & Associates Financial Advisory Group, Inc. | 0.27% | No change | 10,073 | $336K |
| Tiaa Trust, National Association | 0.00% | Add +39.2% | 10,057 | $336K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +0.3% | 9,824 | $331K |
| Argent Trust Co | 0.01% | No change | 9,864 | $329K |
| Schaeffer Financial LLC | 0.30% | No change | 9,832 | $328K |
| Compound Planning, Inc. | 0.01% | Reduce -2.5% | 9,816 | $328K |
| VSM Wealth Advisory, LLC | 0.10% | Reduce -1.9% | 9,787 | $327K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 9,655 | $322K |
| Global Strategic Investment Solutions, LLC | 0.03% | Reduce -0.2% | 9,628 | $321K |
| Harbour Investments, Inc. | 0.01% | Add +9.5% | 9,540 | $318K |
| Gill Capital Partners, LLC | 0.10% | No change | 9,473 | $316K |
| Riversedge Advisors, LLC | 0.05% | Reduce -3.6% | 9,423 | $314K |
| Richardson Capital Management LLC | 0.15% | No change | 9,377 | $313K |
| PFG Advisors | 0.01% | New | 9,376 | $313K |
| Great Waters Wealth Management | 0.04% | Reduce -0.8% | 9,352 | $312K |
| NorthCoast Asset Management LLC | 0.00% | New | 9,350 | $312K |
| ETF Store, Inc. | 0.33% | Add +4.9% | 9,315 | $311K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.1% | 9,306 | $311K |
| Arbor Trust Wealth Advisors, LLC | 0.14% | No change | 9,259 | $309K |
| Evergreen Capital Management LLC | 0.01% | No change | 9,249 | $309K |
| Warner Financial, Inc. | 0.12% | Add +1.1% | 9,224 | $308K |
| PDS Planning, Inc | 0.02% | Add +0.8% | 9,228 | $308K |
| Voisard Asset Management Group, Inc. | 0.07% | Reduce -0.0% | 9,203 | $307K |
| Ieq Capital, LLC | 0.00% | No change | 9,147 | $305K |
| Thrive Wealth Management, LLC | 0.05% | Add +6.5% | 9,025 | $301K |
| Sterling Investment Management, LLC | 0.18% | Reduce -4.5% | 8,971 | $299K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -17.4% | 8,788 | $293K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | Reduce -1.0% | 8,759 | $292K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 8,734 | $291K |
| Private Capital Management, LLC | 0.03% | Add +4.5% | 8,707 | $291K |
| Guardian Wealth Advisors, LLC | 0.16% | Add +0.2% | 8,649 | $289K |
| Rollins Financial Advisors, LLC | 0.04% | Add +17.8% | 8,606 | $287K |
| Advyzon Investment Management, LLC | 0.05% | New | 8,601 | $287K |
| AE Wealth Management LLC | 0.00% | Add +34.1% | 8,578 | $286K |
| Cordant, Inc. | 0.13% | Reduce -1.6% | 8,376 | $280K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -0.7% | 8,368 | $279K |
| Glaxis Capital Management, LLC | 0.46% | No change | 8,351 | $279K |
| Pine Haven Investment Counsel, Inc | 0.20% | No change | 8,322 | $278K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 8,261 | $276K |
| Ironwood Investment Management LLC | 0.12% | No change | 8,200 | $274K |
| Parkshore Wealth Management, Inc. | 0.11% | Reduce -0.6% | 8,195 | $273K |
| Private Trust Co. NA | 0.02% | Reduce -25.8% | 8,141 | $272K |
| Marietta Investment Partners LLC | 0.05% | Reduce -12.8% | 8,132 | $271K |
| Stone Summit Wealth LLC | 0.08% | Reduce -13.1% | 8,075 | $269K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.9% | 8,065 | $269K |
| Capital Investment Advisors, LLC | 0.00% | New | 8,048 | $269K |
| International Assets Investment Management, LLC | 0.02% | No change | 8,835 | $267K |
| LOM Asset Management Ltd | 0.08% | Add +231.9% | 8,000 | $267K |
| Sage Rhino Capital LLC | 0.05% | No change | 7,925 | $264K |
| Vermillion Wealth Management, Inc. | 0.07% | Add +0.7% | 7,833 | $261K |
| Ameritas Advisory Services, LLC | 0.02% | Add +11.4% | 7,812 | $261K |
| Castleview Partners, LLC | 0.14% | New | 7,802 | $260K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.0% | 7,655 | $258K |
| Caprock Group, LLC | 0.01% | — | 8,147 | $256K |
| SLT Holdings LLC | 0.17% | New | 7,655 | $255K |
| Panoramic Investment Advisors, LLC | 0.14% | New | 7,655 | $255K |
| Carolina Wealth Advisors, LLC | 0.11% | Reduce -79.3% | 7,552 | $252K |
| Zhang Financial LLC | 0.01% | Reduce -11.8% | 7,485 | $250K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +3.0% | 7,481 | $250K |
| Franklin Resources Inc. | 0.00% | No change | 7,455 | $249K |
| Facet Wealth, Inc. | 0.01% | Add +3.7% | 7,420 | $248K |
| RHS Financial, LLC | 0.13% | Add +1.9% | 7,372 | $246K |
| Flower City Capital | 0.13% | No change | 7,271 | $243K |
| DBK Financial Counsel, LLC | 0.20% | Reduce -12.0% | 7,249 | $242K |
| Factor Wealth Management LTD | 0.06% | Add +0.7% | 7,242 | $242K |
| D.A. Davidson & Co. | 0.00% | New | 7,223 | $241K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 7,048 | $235K |
| Liberty Capital Management, Inc. | 0.04% | No change | 7,037 | $235K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 7,030 | $235K |
| Cambria Investment Management, L.P. | 0.01% | New | 7,008 | $234K |
| Certior Financial Group, LLC | 0.16% | Reduce -8.8% | 6,925 | $231K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.3% | 6,874 | $229K |
| Pacific Point Advisors, LLC | 0.13% | No change | 6,864 | $229K |
| Family Legacy Financial Solutions, LLC | 0.18% | Reduce -8.6% | 6,860 | $229K |
| Clearstead Advisors, LLC | 0.00% | Reduce -19.4% | 6,770 | $226K |
| Northwest Bancshares, Inc. | 0.04% | New | 6,767 | $226K |
| Prudent Investors Network, Inc. | 0.06% | No change | 6,754 | $225K |
| Ironwood Financial, llc | 0.04% | Reduce -12.5% | 6,734 | $225K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.4% | 6,704 | $224K |
| Carter Financial Group, INC. | 0.14% | Reduce -2.6% | 6,700 | $224K |
| Private Wealth Management Group, LLC | 0.06% | No change | 6,665 | $222K |
| Emergent Wealth Advisors, LLC | 0.13% | New | 6,658 | $222K |
| Unique Wealth, LLC | 0.03% | New | 6,635 | $221K |
| Market Street Wealth Management Advisors LLC | 0.04% | New | 6,609 | $221K |
| Venture Visionary Partners LLC | 0.01% | New | 6,604 | $220K |
| CGN Advisors LLC | 0.02% | New | 6,543 | $218K |
| Advisor OS, LLC | 0.02% | Reduce -34.8% | 6,525 | $218K |
| Successful Portfolios LLC | 0.13% | New | 6,494 | $217K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.2% | 6,430 | $215K |
| Ahl Investment Management, Inc. | 0.15% | New | 6,439 | $215K |
| Whalerock Point Partners, LLC | 0.04% | New | 6,400 | $214K |
| WASHINGTON TRUST Co | 0.01% | New | 6,400 | $214K |
| YHB Investment Advisors, Inc. | 0.02% | New | 6,390 | $213K |
| Northwest Capital Management Inc | 0.22% | Reduce -89.9% | 6,371 | $213K |
| Radnor Capital Management, LLC | 0.03% | New | 6,305 | $210K |
| REDW Wealth LLC | 0.08% | Reduce -12.8% | 6,293 | $210K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,277 | $209K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -23.7% | 6,238 | $208K |
| CRA Financial Services, LLC | 0.03% | Reduce -11.2% | 6,225 | $208K |
| American Trust | 0.02% | New | 6,163 | $206K |
| Pacific Asset Management, LLC | 0.14% | New | 6,138 | $205K |
| Fiducient Advisors LLC | 0.02% | Reduce -69.6% | 6,128 | $205K |
| Waterfront Wealth Inc. | 0.04% | New | 6,063 | $203K |
| Blue Sky Capital Consultants Group, Inc. | 0.09% | Reduce -19.1% | 5,995 | $200K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -2.8% | 5,911 | $197K |
| WFA of San Diego, LLC | 0.12% | Reduce -0.1% | 5,387 | $180K |
| Howe & Rusling Inc. | 0.01% | Reduce -0.7% | 5,098 | $170K |
| Birchbrook, Inc. | 0.09% | No change | 4,966 | $166K |
| Versant Capital Management, Inc | 0.02% | No change | 4,937 | $165K |
| Evolution Advisers, Inc. | 0.07% | Reduce -2.0% | 4,857 | $163K |
| Robinswood Financial LLC | 0.05% | No change | 4,845 | $162K |
| Chapman Financial Group, LLC | 0.11% | Add +0.4% | 4,719 | $157K |
| Bessemer Group Inc. | 0.00% | No change | 4,607 | $154K |
| Pittenger & Anderson Inc. | 0.01% | No change | 4,350 | $145K |
| SouthState Bank Corp | 0.01% | Reduce -20.5% | 4,329 | $144K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -4.1% | 4,223 | $141K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $140K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $133K |
| Crewe Advisors LLC | 0.01% | No change | 3,977 | $133K |
| Clear Investment Research, LLC | 0.17% | Add +0.0% | 3,879 | $129K |
| Colonial Trust Co / SC | 0.02% | No change | 3,500 | $117K |
| Assetmark, Inc. | 0.00% | Add +16.8% | 3,415 | $114K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -25.2% | 3,392 | $113K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 3,325 | $111K |
| Rossby Financial, LCC | 0.04% | Reduce -4.3% | 3,206 | $108K |
| Palisade Asset Management, LLC | 0.01% | New | 3,203 | $107K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $106K |
| Islay Capital Management, LLC | 0.06% | No change | 3,157 | $105K |
| Cascades Capital Asset Management, LLC | 0.04% | New | 3,006 | $100K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 2,905 | $97K |
| UMB Bank, n.a. | 0.00% | Reduce -19.5% | 2,815 | $94K |
| WealthCollab, LLC | 0.04% | No change | 2,807 | $94K |
| Newton One Investments LLC | 0.03% | Reduce -44.8% | 2,688 | $90K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +33.8% | 2,679 | $89K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -40.8% | 2,623 | $88K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +693.8% | 2,572 | $86K |
| Signature Resources Capital Management, LLC | 0.04% | Reduce -1.1% | 2,207 | $74K |
| Glassman Wealth Services | 0.01% | No change | 2,148 | $72K |
| Hollencrest Capital Management | 0.00% | No change | 2,061 | $69K |
| Hurley Capital, LLC | 0.04% | No change | 2,049 | $68K |
| HM Payson & Co. | 0.00% | No change | 1,978 | $66K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 1,974 | $66K |
| Prudent Man Investment Management, Inc. | 0.04% | No change | 2,371 | $63K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.5% | 1,686 | $56K |
| Game Plan Financial Advisors, LLC | 0.03% | Reduce -19.5% | 1,655 | $55K |
| Blue Trust, Inc. | 0.00% | Add +109.3% | 1,626 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.3% | 1,595 | $53K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,558 | $52K |
| GS Investments, Inc. | 0.02% | No change | 1,490 | $50K |
| Mma Asset Management LLC | 0.02% | New | 1,446 | $48K |
| Tompkins Financial Corp. | 0.00% | No change | 1,358 | $45K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -18.3% | 1,355 | $45K |
| Keener Financial Planning LLC | 0.02% | No change | 1,330 | $44K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,307 | $44K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $44K |
| Joseph Group Capital Management | 0.01% | No change | 1,249 | $42K |
| Root Financial Partners, LLC | 0.00% | New | 1,191 | $40K |
| Your Advocates Ltd., LLP | 0.01% | No change | 1,189 | $40K |
| Hoey Investments, Inc. | 0.01% | No change | 1,100 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | Add +74.8% | 1,098 | $37K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,091 | $36K |
| Kiker Wealth Management, LLC | 0.02% | New | 1,076 | $36K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -6.2% | 1,067 | $36K |
| Pin Oak Investment Advisors Inc. | 0.03% | Reduce -1.5% | 1,054 | $35K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,040 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -23.7% | 923 | $31K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +122.2% | 891 | $30K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -5.5% | 758 | $25K |
| Avion Wealth | 0.01% | No change | 761 | $25K |
| PFS Partners, LLC | 0.01% | New | 739 | $25K |
| New Republic Capital, LLC | 0.01% | No change | 721 | $24K |
| Security National Bank | 0.00% | New | 690 | $23K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 655 | $22K |
| North Capital, Inc. | 0.02% | Add +0.2% | 619 | $21K |
| Blume Capital Management, Inc. | 0.00% | No change | 611 | $20K |
| JDM Financial Group LLC | 0.01% | Reduce -70.4% | 600 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 592 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 590 | $20K |
| Cheviot Value Management, LLC | 0.00% | Add +5.4% | 568 | $19K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -8.4% | 524 | $17K |
| American Capital Advisory, LLC | 0.01% | Reduce -40.1% | 515 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $17K |
| Fairway Wealth LLC | 0.00% | No change | 483 | $16K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -48.0% | 482 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -10.9% | 464 | $15K |
| Dunhill Financial, LLC | 0.01% | No change | 463 | $15K |
| Key Financial Inc | 0.00% | No change | 452 | $15K |
| Friedenthal Financial | 0.01% | Reduce -77.5% | 452 | $15K |
| Gladwyn Financial Advisors, Inc. | 0.01% | No change | 452 | $15K |
| Promus Capital, LLC | 0.01% | No change | 444 | $15K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $15K |
| REAP Financial Group, LLC | 0.00% | New | 426 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 423 | $14K |
| Providence Capital Advisors, LLC | 0.00% | No change | 396 | $13K |
| Orion Capital Management LLC | 0.00% | No change | 394 | $13K |
| Spire Wealth Management | 0.00% | No change | 364 | $12K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $12K |
| NBT Bank, N.A. | 0.00% | Add +9.1% | 373 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +16.7% | 370 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 323 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 319 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -5.0% | 304 | $10K |
| Financial Freedom, LLC | 0.00% | No change | 271 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 269 | $9K |
| National Bank of Canada | 0.00% | New | 258 | $9K |
| Retirement Wealth Solutions LLC | 0.01% | Add +26.5% | 253 | $8K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $8K |
| Davis Capital Management | 0.01% | — | 246 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 233 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 232 | $8K |
| Motco | 0.00% | New | 208 | $7K |
| Sellwood Investment Partners LLC | 0.00% | No change | 197 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 200 | $6K |
| Main Street Group, LTD | 0.00% | Reduce -71.5% | 175 | $6K |
| First Command Advisory Services, Inc. | 0.00% | New | 167 | $6K |
| Archer Investment Corp | 0.00% | No change | 141 | $5K |
| Cloud Capital Management, LLC | 0.00% | New | 130 | $4K |
| Atmos Advisory, LLC | 0.00% | No change | 115 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 111 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 111 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -19.8% | 101 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 92 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 87 | $3K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 85 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -99.9% | 80 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 73 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.0% | 64 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | Add +177.3% | 61 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $2K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +2150.0% | 45 | $2K |
| RMG Wealth Management LLC | 0.00% | Reduce -98.6% | 37 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 33 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $968 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 28 | $935 |
| Lowe Wealth Advisors, LLC | 0.00% | New | 28 | $934 |
| Graney & King, LLC | 0.00% | No change | 27 | $908 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 25 | $834 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 25 | $834 |
| Crews Bank & Trust | 0.00% | New | 19 | $634 |
| Compass Financial Services Inc | 0.00% | New | 17 | $567 |
| North Star Investment Management Corp. | 0.00% | New | 17 | $567 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 15 | $501 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $334 |
| Wagner Wealth Management, LLC | 0.00% | No change | 5 | $172 |
| NWK Group, Inc. | 0.00% | Reduce -78.6% | 3 | $100 |
| Independence Bank of Kentucky | 0.00% | No change | 2 | $67 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $33 |
"% 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.