Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q4 2025 (December 31)835holders +51
44new positions
33sold out
4famous investors
$32.83avg. 13F price*
At the end of Q4 2025, 835 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 51 from Q3 2025. 44 opened new positions and 33 sold out. The largest holders were Creative Planning ($619.2M), Financial Engines Advisors L.L.C. ($530.9M) and HighTower Advisors, LLC ($316.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Emrg Mrkts Eqty ETF
- CUSIP
- 808524706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $28.0M |
| Exits | 33 | $8.3M |
All 13F filers, Q3 2025 → Q4 2025: 10,067,028 shares bought and 6,115,444 shares sold, net +3,951,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 835 holders
| Creative Planning | 0.44% | Reduce -1.1% | 18,906,934 | $619.2M |
| Financial Engines Advisors L.L.C. | 1.01% | Reduce -3.0% | 16,211,363 | $530.9M |
| HighTower Advisors, LLC | 0.35% | Reduce -7.5% | 9,662,625 | $316.5M |
| US Bancorp \de | 0.25% | Add +0.5% | 6,543,475 | $214.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.0% | 3,464,084 | $113.4M |
| SageView Advisory Group, LLC | 3.72% | Reduce -9.5% | 3,358,935 | $110.0M |
| Morgan Stanley | 0.00% | Add +9.6% | 2,324,707 | $76.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -0.3% | 2,234,723 | $75.8M |
| Rakuten Investment Management, Inc. | 0.25% | No change | 2,245,603 | $74.6M |
| Rebalance, LLC | 4.15% | Add +4.5% | 2,167,937 | $71.0M |
| Mather Group, Llc. | 0.71% | Add +0.0% | 2,095,894 | $68.6M |
| Orgel Wealth Management, LLC | 1.45% | Add +1.7% | 2,002,676 | $65.6M |
| Moneta Group Investment Advisors LLC | 0.47% | Add +2.7% | 1,893,189 | $62.0M |
| Sanctuary Advisors, LLC | 0.34% | Add +19.3% | 1,873,248 | $61.3M |
| Krilogy Financial LLC | 1.95% | Add +3.0% | 1,656,463 | $57.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.9% | 1,730,091 | $56.7M |
| Jones Financial Companies LLLP | 0.03% | Add +28.9% | 1,661,757 | $54.4M |
| FMR LLC | 0.00% | Reduce -1.5% | 1,580,175 | $51.8M |
| Heartwood Wealth Advisors LLC | 4.67% | Add +0.5% | 1,548,972 | $50.7M |
| Susquehanna International Group, LLP | 0.07% | Add +4034.7% | 1,544,876 | $50.6M |
| Mariner, LLC | 0.06% | Add +3.7% | 1,488,398 | $48.7M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -1.4% | 1,487,801 | $48.7M |
| Corient Private Wealth LP | 0.07% | Add +0.7% | 1,484,797 | $48.6M |
| Wells Fargo & Company | 0.01% | Add +8.5% | 1,440,936 | $47.2M |
| RMG Wealth Management LLC | 5.87% | Add +3940910.8% | 1,458,174 | $45.3M |
| Fund Evaluation Group, LLC | 1.38% | Add +44.8% | 1,269,800 | $41.6M |
| BlueSky Wealth Advisors, LLC | 5.12% | Add +1.9% | 1,186,483 | $38.9M |
| Cooper/Haims Advisors, LLC | 17.66% | Reduce -4.5% | 1,186,145 | $38.8M |
| Citadel Advisors | 0.02% | Add +3992.6% | 1,088,577 | $35.7M |
| Rainey & Randall Wealth Advisors Inc. | 5.75% | Add +2.5% | 1,075,580 | $35.2M |
| Wealthspire Advisors, LLC | 0.26% | Reduce -46.8% | 1,008,030 | $33.0M |
| McAdam, LLC | 1.47% | Reduce -1.8% | 982,428 | $32.2M |
| JMG Financial Group, Ltd. | 0.89% | Reduce -5.3% | 964,691 | $31.6M |
| Mountain Capital Investment Advisors Inc. | 4.75% | Add +11.4% | 849,835 | $29.4M |
| HBK Sorce Advisory LLC | 0.65% | Reduce -44.8% | 808,459 | $28.3M |
| Cerity Partners LLC | 0.04% | Add +1.1% | 844,223 | $27.6M |
| Cetera Investment Advisers | 0.03% | Add +1.2% | 836,196 | $27.4M |
| Benjamin Edwards Inc. | 0.29% | Add +6.0% | 795,145 | $26.0M |
| SCS Capital Management LLC | 0.26% | Reduce -0.5% | 742,539 | $24.3M |
| UBS Group AG | 0.00% | Add +1.4% | 679,591 | $22.3M |
| Charles Schwab Trust Co | 1.44% | Add +4.0% | 668,273 | $21.9M |
| Ballentine Partners, LLC | 0.30% | Reduce -6.5% | 660,482 | $21.6M |
| 93 Financial Group, LLC | 9.20% | — | 645,316 | $21.1M |
| Osaic Holdings, Inc. | 0.03% | Add +8.4% | 578,013 | $18.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +22.6% | 557,043 | $18.3M |
| Pure Portfolios Holdings LLC | 5.08% | Add +4.9% | 515,022 | $16.9M |
| Waverly Advisors, LLC | 0.13% | Reduce -2.0% | 506,867 | $16.6M |
| Focus Partners Wealth | 0.02% | Add +3.0% | 499,216 | $16.3M |
| Summit Wealth & Retirement Planning, Inc. | 3.85% | Add +0.7% | 499,044 | $16.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -50.8% | 490,698 | $16.1M |
| LPL Financial LLC | 0.00% | Add +0.9% | 488,798 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.2% | 487,497 | $16.0M |
| Alliance Wealth Management Group | 3.47% | Reduce -5.1% | 482,441 | $15.8M |
| Towercrest Capital Management | 2.49% | Reduce -5.1% | 482,441 | $15.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Reduce -35.2% | 467,279 | $15.3M |
| Naples Global Advisors, LLC | 1.14% | Add +2.4% | 464,056 | $15.2M |
| TruNorth Capital Management, LLC | 2.81% | Add +1.3% | 451,942 | $14.8M |
| Procyon Advisors, LLC | 0.73% | Reduce -0.1% | 448,515 | $14.7M |
| Klingenstein Fields & Co. LP | 0.55% | Reduce -1.3% | 448,219 | $14.7M |
| Droms Strauss Advisors Inc. /Mo/ | 3.86% | Add +664.3% | 447,679 | $14.7M |
| Adamsbrown Wealth Consultants LLC | 3.91% | Add +0.8% | 428,583 | $14.0M |
| DRW Securities, LLC | 1.03% | Add +2086.0% | 411,908 | $13.5M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 378,078 | $12.4M |
| Royal Bank of Canada | 0.00% | Reduce -46.3% | 365,221 | $12.0M |
| Cabot Wealth Management Inc. | 1.31% | Add +6.2% | 361,205 | $11.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -4.5% | 355,418 | $11.6M |
| IHT Wealth Management, LLC | 0.28% | Reduce -0.9% | 354,472 | $11.6M |
| Gemmer Asset Management LLC | 0.88% | Add +25.6% | 350,116 | $11.5M |
| North Star Asset Management Inc. | 0.45% | Add +4.9% | 339,263 | $11.1M |
| Cresset Asset Management, LLC | 0.05% | Reduce -0.1% | 333,466 | $10.9M |
| SigFig Wealth Management, LLC | 0.33% | Reduce -2.2% | 331,347 | $10.9M |
| RFG - Bristol Wealth Advisors, LLC | 3.02% | Add +5.4% | 331,410 | $10.9M |
| Captrust Financial Advisors | 0.02% | Add +33.6% | 331,156 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.8% | 330,831 | $10.8M |
| Brand Asset Management Group, Inc. | 3.00% | Reduce -1.9% | 328,061 | $10.7M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -5.4% | 324,351 | $10.6M |
| HC Advisors, LLC | 7.34% | Reduce -1.9% | 323,731 | $10.6M |
| Red Tortoise LLC | 4.42% | Add +3.1% | 314,658 | $10.3M |
| AlphaCore Capital LLC | 0.23% | Reduce -5.4% | 310,853 | $10.2M |
| Main Street Financial Solutions, LLC | 0.75% | Add +3.2% | 304,716 | $10.0M |
| MorganRosel Wealth Management, LLC | 2.46% | Add +0.9% | 299,921 | $9.8M |
| Seneca Financial Advisors LLC | 2.97% | Add +1.8% | 298,144 | $9.8M |
| Steele Capital Management, Inc. | 0.41% | Reduce -1.1% | 294,008 | $9.6M |
| Garde Capital, Inc. | 0.55% | Reduce -2.2% | 284,077 | $9.3M |
| Visionary Wealth Advisors | 0.41% | Add +3.1% | 278,266 | $9.1M |
| Bank of America Corp. | 0.00% | Add +7.0% | 277,602 | $9.1M |
| Apriem Advisors | 0.82% | Add +2.6% | 274,019 | $9.0M |
| Wedmont Private Capital | 0.31% | Reduce -2.6% | 265,105 | $8.9M |
| Hantz Financial Services, Inc. | 0.13% | Reduce -21.5% | 270,164 | $8.8M |
| Ballast Advisors LLC | 2.43% | Add +0.2% | 268,831 | $8.8M |
| Invst, LLC | 0.93% | Add +5.6% | 262,008 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Add +7.5% | 259,086 | $8.5M |
| Principal Securities, Inc. | 0.13% | Add +55.2% | 249,855 | $8.2M |
| Geneos Wealth Management Inc. | 0.20% | Add +0.8% | 246,270 | $8.1M |
| Boltwood Capital Management | 2.06% | Reduce -0.1% | 241,731 | $7.9M |
| Savant Capital, LLC | 0.04% | Reduce -1.7% | 238,720 | $7.8M |
| St. Louis Trust Co | 0.87% | No change | 231,273 | $7.6M |
| Boyd Wealth Management, LLC | 3.19% | Reduce -51.4% | 230,030 | $7.5M |
| Nicholas Hoffman & Company, LLC. | 0.17% | Add +0.9% | 229,295 | $7.5M |
| Sierra Ocean, LLC | 6.12% | Add +3.0% | 225,814 | $7.4M |
| Arkansas Financial Group, Inc. | 1.07% | Add +4.9% | 225,694 | $7.4M |
| Sherwood Financial Partners, LLC | 6.31% | Reduce -0.3% | 223,677 | $7.3M |
| Jane Street Group, LLC | 0.01% | New | 221,427 | $7.3M |
| Payne Capital Management, LLC | 2.25% | Add +2.7% | 217,412 | $7.1M |
| Courage Miller Partners, LLC | 2.06% | Reduce -4.0% | 208,440 | $6.8M |
| Ackerman Capital Advisors, LLC | 1.35% | Reduce -1.8% | 205,547 | $6.7M |
| L2 Asset Management, LLC | 0.90% | Add +57.9% | 204,827 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +3.2% | 202,059 | $6.6M |
| Strid Group, LLC | 0.82% | Add +2.8% | 202,049 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 199,791 | $6.5M |
| Cornerstone Wealth Advisors, Inc. | 1.48% | Reduce -0.6% | 194,635 | $6.4M |
| Johnson Financial Group, LLC | 0.39% | Add +24.1% | 191,573 | $6.3M |
| Almanack Investment Partners, LLC. | 1.05% | Add +24.5% | 188,219 | $6.2M |
| WBH Advisory Inc. | 0.45% | Add +3.3% | 187,394 | $6.1M |
| Power Wealth Management LLC | 2.14% | Add +0.3% | 185,275 | $6.1M |
| Guardian Financial Partners, LLC | 2.55% | Reduce -6.5% | 184,556 | $6.0M |
| Zacks Investment Management | 0.05% | Reduce -30.4% | 182,782 | $6.0M |
| Berkshire Asset Management LLC | 0.26% | Add +5.3% | 181,527 | $5.9M |
| CX Institutional | 0.17% | Add +2.8% | 179,023 | $5.9M |
| Atria Investments, Inc | 0.07% | Reduce -5.4% | 176,712 | $5.8M |
| LifePlan Investment Advisors, Inc. | 2.34% | Add +0.5% | 175,217 | $5.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.73% | Reduce -18.5% | 20,731 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.3% | 171,355 | $5.6M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.9% | 168,339 | $5.5M |
| Valley National Advisers Inc. | 0.76% | Add +9.3% | 166,756 | $5.5M |
| Pinkerton Wealth, LLC | 0.56% | Add +7.0% | 166,628 | $5.5M |
| JFS Wealth Advisors, LLC | 0.30% | Add +0.7% | 164,095 | $5.4M |
| Patriot Investment Management Group, Inc. | 0.34% | Reduce -0.7% | 163,469 | $5.4M |
| Brightwater Advisory LLC | 3.55% | Add +0.2% | 160,459 | $5.3M |
| Rockbridge Investment Management, LCC | 0.49% | Reduce -8.0% | 160,258 | $5.2M |
| CFG Wealth Management Services, Inc. | 4.94% | — | 159,898 | $5.2M |
| Parallel Advisors, LLC | 0.10% | Reduce -2.7% | 159,786 | $5.2M |
| EP Wealth Advisors, LLC | 0.03% | — | 158,942 | $5.2M |
| MAI Capital Management | 0.03% | Add +1.6% | 157,923 | $5.2M |
| Fairway Financial, LLC | 3.90% | Add +4.6% | 157,772 | $5.2M |
| Joule Financial, LLC | 1.53% | Reduce -4.0% | 156,365 | $5.1M |
| Wakefield Asset Management LLLP | 1.38% | Reduce -2.7% | 155,159 | $5.1M |
| Mission Wealth Management, LP | 0.10% | Reduce -8.8% | 154,337 | $5.1M |
| FIDELIS iM, LLC | 1.96% | Add +68.3% | 154,023 | $5.0M |
| Perigon Wealth Management, LLC | 0.09% | Add +3.0% | 153,314 | $5.0M |
| Texas Yale Capital Corp. | 0.15% | Add +10.3% | 152,040 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -5.7% | 151,826 | $5.0M |
| Bangor Savings Bank | 0.40% | Reduce -0.9% | 151,201 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +4.5% | 149,948 | $4.9M |
| Upper Left Wealth Management, LLC | 2.95% | Reduce -0.5% | 147,746 | $4.8M |
| Kohmann Bosshard Financial Services, LLC | 0.44% | Reduce -0.8% | 146,975 | $4.8M |
| Marotta Asset Management | 0.87% | Reduce -6.8% | 144,223 | $4.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +35.3% | 142,260 | $4.7M |
| Sightline Wealth Advisors, LLC | 1.97% | Reduce -4.0% | 141,438 | $4.6M |
| Bishop & Co Investment Management, LLC | 1.52% | Reduce -1.3% | 139,871 | $4.6M |
| Plum Street Advisors, LLC | 1.63% | Add +6.8% | 139,650 | $4.6M |
| Fortis Capital Management LLC | 0.60% | Reduce -8.7% | 139,072 | $4.6M |
| RKL Wealth Management LLC | 0.37% | Add +0.4% | 136,526 | $4.5M |
| True Freedom Investing, LLC | 0.30% | New | 134,105 | $4.4M |
| Sunbelt Securities, Inc. | 0.29% | Add +7.2% | 131,407 | $4.3M |
| White & Co Financial Planning Inc | 3.19% | Reduce -0.0% | 130,252 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +6.1% | 127,134 | $4.2M |
| Christensen, King & Associates Investment Services, Inc. | 1.76% | Reduce -0.8% | 125,973 | $4.1M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +5.5% | 125,284 | $4.1M |
| Debussy Capital Management LP | 0.56% | Add +5.0% | 124,943 | $4.1M |
| Composition Wealth, LLC | 0.06% | Add +3.3% | 124,601 | $4.1M |
| Creekside Partners | 1.72% | Add +7.1% | 124,237 | $4.1M |
| Ethos Financial Group, LLC | 0.30% | Reduce -0.1% | 123,942 | $4.1M |
| Jacobs Equity LLC | 3.89% | — | 123,361 | $4.0M |
| Bogart Wealth, LLC | 0.16% | Reduce -0.1% | 122,909 | $4.0M |
| Apollon Wealth Management, LLC | 0.07% | Add +4.9% | 120,853 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -6.6% | 120,022 | $3.9M |
| WealthShield Partners, LLC | 0.43% | Add +8.3% | 119,803 | $3.9M |
| Cape Investment Advisory, Inc. | 1.20% | Add +148577.5% | 118,942 | $3.9M |
| ZynergyRetirementPlanningLLC | 2.40% | Add +2.5% | 118,623 | $3.9M |
| Cascade Financial Partners, LLC | 0.39% | Reduce -0.3% | 118,468 | $3.9M |
| Asset Allocation Strategies LLC | 0.71% | Add +6.8% | 117,892 | $3.9M |
| BlackRock, Inc. | 0.00% | Add +75.5% | 117,045 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 115,264 | $3.8M |
| Stonekeep Investments, LLC | 2.40% | Reduce -1.0% | 114,738 | $3.8M |
| Accurate Wealth Management, LLC | 0.47% | Add +9.1% | 108,607 | $3.7M |
| Pioneer Wealth Management Group | 1.10% | Add +8.4% | 111,045 | $3.6M |
| Fort Point Capital Partners LLC | 0.44% | Add +9.0% | 105,794 | $3.6M |
| Seek First Inc. | 2.50% | Add +4.2% | 110,931 | $3.6M |
| Brandywine Oak Private Wealth LLC | 0.30% | Add +0.3% | 110,895 | $3.6M |
| Gleason Group, Inc. | 0.36% | Reduce -1.1% | 110,710 | $3.6M |
| Myecfo, LLC | 1.53% | Reduce -0.0% | 109,901 | $3.6M |
| Old Mission Capital LLC | 0.14% | New | 109,671 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.2% | 108,955 | $3.6M |
| Destination Wealth Management | 0.09% | Add +1.9% | 106,569 | $3.5M |
| Kathmere Capital Management, LLC | 0.23% | Reduce -2.0% | 105,488 | $3.5M |
| Betterment LLC | 0.01% | Reduce -3.1% | 105,449 | $3.5M |
| Dakota Wealth Management | 0.06% | Add +11.6% | 104,065 | $3.4M |
| Omega Financial Group, LLC | 1.11% | Add +0.5% | 102,205 | $3.3M |
| Strategic Financial Planning, Inc. | 1.90% | Reduce -1.1% | 101,832 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -12.9% | 99,546 | $3.3M |
| Lee Financial Co | 0.43% | Reduce -0.0% | 97,708 | $3.2M |
| GeoWealth Management, LLC | 0.12% | Add +132.0% | 97,659 | $3.2M |
| Koesten, Hirschmann & Crabtree, INC. | 1.57% | Reduce -0.3% | 97,383 | $3.2M |
| BCK Partners, Inc. | 1.72% | Reduce -4.5% | 97,118 | $3.2M |
| Bleakley Financial Group, LLC | 0.05% | Add +5.4% | 96,026 | $3.1M |
| TPG Advisors LLC | 1.89% | Add +8.4% | 92,856 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +2.2% | 91,781 | $3.0M |
| Curbstone Financial Management Corp | 0.57% | Add +5.3% | 91,500 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +86.6% | 91,338 | $3.0M |
| Leavell Investment Management, Inc. | 0.12% | Add +0.7% | 91,127 | $3.0M |
| Orcam Financial Group | 2.20% | Add +2.4% | 89,737 | $2.9M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -2.9% | 89,637 | $2.9M |
| Sollinda Capital Management LLC | 0.75% | Add +15.5% | 89,582 | $2.9M |
| North Forty Two & Co. | 2.74% | Add +8.0% | 88,610 | $2.9M |
| Ifrah Financial Services, Inc. | 0.74% | Reduce -1.2% | 88,529 | $2.9M |
| Hamilton Capital, LLC | 0.14% | — | 87,146 | $2.9M |
| Arnold Financial Planning LLC | 2.94% | — | 86,958 | $2.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +149.4% | 86,819 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.2% | 86,401 | $2.8M |
| FAS Wealth Partners, Inc. | 0.18% | Reduce -1.3% | 85,639 | $2.8M |
| Hengehold Capital Management LLC | 0.24% | Reduce -1.1% | 85,362 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.6% | 85,173 | $2.8M |
| Mutual Advisors, LLC | 0.06% | Add +0.4% | 82,130 | $2.7M |
| Howard Financial Services, LTD. | 0.31% | Add +1.2% | 81,886 | $2.7M |
| Holistic Financial Partners | 0.97% | Add +6.6% | 81,539 | $2.7M |
| Asset Management Group, Inc. | 0.43% | Add +2.7% | 80,922 | $2.7M |
| Arcataur Capital Management LLC | 0.75% | Reduce -2.8% | 80,135 | $2.6M |
| MBE Wealth Management, LLC | 1.09% | Reduce -0.4% | 79,350 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -3.0% | 78,705 | $2.6M |
| Goldstone Financial Group, LLC | 0.29% | Add +28.5% | 78,642 | $2.6M |
| Bluespring Wealth Management, LLC | 0.22% | Reduce -5.1% | 78,342 | $2.6M |
| BCS Wealth Management | 0.26% | Add +107.9% | 77,312 | $2.5M |
| Chesapeake Wealth Management | 0.75% | Add +1.0% | 77,201 | $2.5M |
| Etesian Wealth Advisors, Inc. | 0.79% | Add +0.5% | 77,139 | $2.5M |
| Williams Financial, LLC | 1.45% | New | 76,782 | $2.5M |
| Tortoise Investment Management, LLC | 0.22% | Reduce -2.6% | 75,116 | $2.5M |
| Ritholtz Wealth Management | 0.04% | Reduce -6.5% | 73,510 | $2.4M |
| Curtis Advisory Group, LLC | 0.50% | Add +351.7% | 72,990 | $2.4M |
| Diversified Trust Co. | 0.04% | Add +8.0% | 72,925 | $2.4M |
| Lodestar Private Asset Management LLC | 0.24% | Add +5.6% | 72,713 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.7% | 71,670 | $2.3M |
| Breakwater Investment Management | 0.85% | Reduce -4.2% | 71,528 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.32% | Add +0.6% | 71,435 | $2.3M |
| Oakwell Private Wealth Management, LLC | 0.43% | No change | 70,151 | $2.3M |
| Integrity Alliance, Llc. | 0.08% | Add +3.0% | 70,080 | $2.3M |
| Nikulski Financial, Inc. | 0.54% | Add +144.0% | 69,269 | $2.3M |
| Roberts Wealth Advisors, LLC | 0.59% | Reduce -1.7% | 69,055 | $2.3M |
| World Investment Advisors | 0.04% | Reduce -16.0% | 68,959 | $2.3M |
| Cambridge Financial Group, LLC | 0.78% | Add +30.7% | 77,979 | $2.3M |
| Diversified Enterprises, LLC | 0.13% | Add +12.8% | 68,900 | $2.3M |
| Allen Capital Group, LLC | 0.21% | Add +8.4% | 68,774 | $2.3M |
| Hancock Whitney Corp. | 0.04% | Add +3.9% | 68,491 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Reduce -3.6% | 67,742 | $2.2M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.5% | 66,902 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +23.9% | 65,398 | $2.1M |
| Embree Financial Group | 0.26% | Reduce -8.3% | 64,507 | $2.1M |
| Blankinship & Foster, LLC | 0.45% | Reduce -2.8% | 64,103 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +2.1% | 64,010 | $2.1M |
| AQR Capital Management | 0.00% | Add +16.6% | 62,172 | $2.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.23% | Reduce -0.4% | 61,510 | $2.0M |
| Ami Investment Management Inc. | 0.45% | Reduce -0.2% | 61,203 | $2.0M |
| CAP Partners, LLC | 1.13% | Add +7.8% | 60,656 | $2.0M |
| Meramec Financial Planners, LLC | 0.77% | — | 56,619 | $2.0M |
| Stevens Capital Partners | 0.51% | Add +399.8% | 59,995 | $2.0M |
| James J. Burns & Company, LLC | 0.27% | Add +1.0% | 59,816 | $2.0M |
| Winthrop Capital Management, LLC | 0.46% | Add +2.5% | 59,713 | $2.0M |
| Up Strategic Wealth Investment Advisors LLC | 1.42% | Reduce -26.7% | 55,958 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Add +2.0% | 59,636 | $2.0M |
| Anchor Investment Management, LLC | 0.16% | Reduce -1.4% | 59,271 | $1.9M |
| West Paces Advisors Inc. | 0.37% | Add +0.1% | 58,581 | $1.9M |
| Thompson Investment Management, Inc. | 0.24% | Add +0.9% | 57,534 | $1.9M |
| Valeo Financial Advisors, LLC | 0.04% | Add +1.3% | 57,145 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -4.7% | 55,446 | $1.8M |
| Veridan Wealth LLC | 0.60% | Add +2.2% | 54,463 | $1.8M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -6.7% | 53,779 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +10.9% | 52,488 | $1.7M |
| Passive Capital Management, LLC. | 0.54% | Add +4.2% | 52,357 | $1.7M |
| Tenret Co LLC | 0.85% | Reduce -5.5% | 51,445 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.8% | 51,060 | $1.7M |
| Elevated Financial Group LLC | 0.58% | — | 51,013 | $1.7M |
| Nalls Sherbakoff Group, LLC | 1.20% | Reduce -19.8% | 50,853 | $1.7M |
| Soltis Investment Advisors LLC | 0.11% | Add +5.7% | 50,587 | $1.7M |
| Opus Capital Group, LLC | 0.18% | Reduce -0.1% | 50,524 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Add +13.6% | 50,432 | $1.7M |
| Bell Investment Advisors, Inc | 0.26% | Reduce -0.3% | 50,414 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.8% | 50,413 | $1.7M |
| Bailard, Inc. | 0.04% | Add +0.3% | 50,347 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.8% | 50,087 | $1.6M |
| Indie Asset Partners, LLC | 1.82% | Reduce -5.3% | 49,718 | $1.6M |
| Rialto Wealth Management, LLC | 0.38% | Add +10.3% | 48,079 | $1.6M |
| Clay Northam Wealth Management, LLC | 0.86% | Reduce -1.1% | 47,556 | $1.6M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -16.5% | 47,130 | $1.5M |
| Armor Investment Advisors, LLC | 0.57% | Reduce -8.2% | 47,104 | $1.5M |
| Athena Investment Management | 0.78% | Add +0.9% | 46,474 | $1.5M |
| Noble Family Wealth, LLC | 0.32% | Reduce -1.1% | 46,033 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.0% | 45,229 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -4.9% | 44,766 | $1.5M |
| Payne Capital LLC | 1.48% | Add +0.2% | 44,392 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Reduce -1.2% | 43,223 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.5% | 43,196 | $1.4M |
| Greenline Partners, LLC | 0.16% | Add +0.3% | 42,815 | $1.4M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -3.4% | 42,694 | $1.4M |
| Roundview Capital LLC | 0.09% | Add +17.3% | 42,373 | $1.4M |
| Foster Group, Inc. | 0.04% | Add +2.5% | 41,899 | $1.4M |
| James Investment Research, Inc. | 0.15% | Add +53.3% | 41,661 | $1.4M |
| Alpha Omega Wealth Management LLC | 0.22% | Add +1.2% | 41,349 | $1.4M |
| Continental Investors Services, Inc. | 1.74% | Add +43.8% | 38,106 | $1.4M |
| Rovin Capital /Ut/ | 0.36% | Add +2.0% | 40,847 | $1.3M |
| Ignite Planners, LLC | 0.20% | Reduce -9.2% | 38,862 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +0.7% | 40,432 | $1.3M |
| Values Added Financial LLC | 0.55% | Add +0.2% | 40,070 | $1.3M |
| OLIO Financial Planning | 0.37% | Reduce -11.5% | 39,868 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.16% | Reduce -4.3% | 39,813 | $1.3M |
| Windward Private Wealth Management Inc. | 0.45% | Reduce -12.0% | 39,701 | $1.3M |
| Trust Point Inc. | 0.10% | No change | 39,468 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 39,238 | $1.3M |
| Madden Advisory Services, Inc. | 0.51% | Reduce -1.8% | 38,969 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.28% | Reduce -0.2% | 38,939 | $1.3M |
| Vise Technologies, Inc. | 0.02% | Add +95.1% | 38,779 | $1.3M |
| Emerald Advisors, LLC | 0.17% | Reduce -3.4% | 38,603 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +24.8% | 38,364 | $1.3M |
| FSM Wealth Advisors, LLC | 0.17% | Add +3.9% | 38,100 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.35% | No change | 38,000 | $1.2M |
| Disciplined Investors, L.L.C. | 0.82% | Add +4.0% | 37,988 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -0.6% | 36,831 | $1.2M |
| Ironwood Wealth Management, LLC. | 0.36% | Reduce -0.1% | 37,554 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -1.2% | 36,713 | $1.2M |
| Sunburst Financial Group, LLC | 0.24% | Reduce -2.0% | 36,534 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -5.3% | 36,523 | $1.2M |
| Comerica Bank | 0.00% | Add +6.8% | 36,151 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +21.4% | 35,808 | $1.2M |
| Moneywise, Inc. | 0.49% | New | 35,729 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -18.3% | 35,642 | $1.2M |
| Global Financial Private Client, LLC | 0.41% | Reduce -1.0% | 35,316 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Add +39.2% | 35,222 | $1.2M |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -0.3% | 35,170 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.6% | 35,058 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 34,925 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +2.0% | 34,861 | $1.1M |
| L.K. Benson & Company, P.C. | 0.57% | Add +1.9% | 34,839 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.67% | Reduce -2.9% | 34,489 | $1.1M |
| Savvy Advisors, Inc. | 0.04% | Add +12.4% | 34,398 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +4.9% | 32,449 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Add +21.3% | 33,475 | $1.1M |
| Lyell Wealth Management, LP | 0.08% | Add +4.9% | 33,335 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.25% | — | 32,963 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 32,784 | $1.1M |
| Whitcomb & Hess, Inc. | 0.25% | Add +2.0% | 31,254 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -30.5% | 32,563 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Reduce -5.9% | 32,339 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.13% | Add +14.9% | 32,237 | $1.1M |
| Tradition Wealth Management, LLC | 0.08% | Add +0.6% | 32,152 | $1.1M |
| Navigation Wealth Management, Inc. | 1.56% | Add +13.0% | 32,036 | $1.0M |
| Keyvantage Wealth, LLC | 0.45% | Reduce -0.7% | 32,035 | $1.0M |
| Capital Analysts, LLC | 0.03% | Add +25.7% | 31,639 | $1.0M |
| Fort Vancouver Investment Management, LLC | 0.55% | Reduce -0.1% | 31,590 | $1.0M |
| C M Bidwell & Associates Ltd. | 0.49% | Reduce -5.1% | 31,404 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 31,160 | $1.0M |
| Element Wealth, LLC | 0.42% | Reduce -0.7% | 30,673 | $1.0M |
| Fortis Capital Advisors, LLC | 0.15% | Add +1.2% | 30,252 | $991K |
| Belpointe Asset Management LLC | 0.04% | Add +1.2% | 30,252 | $991K |
| WJ Financial Advisors LLC | 0.87% | Add +0.2% | 29,869 | $978K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.8% | 29,830 | $977K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -7.0% | 29,753 | $974K |
| Fearless Solutions, LLC dba Best Invest | 0.59% | Reduce -1.3% | 29,672 | $972K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.5% | 29,527 | $967K |
| American Investment Services, Inc. | 0.22% | Add +0.0% | 29,486 | $966K |
| Morling Financial Advisors, LLC | 0.30% | No change | 29,392 | $963K |
| M1 Capital Management LLC | 0.40% | Add +18.0% | 29,155 | $955K |
| FinDec Wealth Services, Inc. | 1.02% | No change | 29,017 | $950K |
| Vawter Financial, Ltd. | 0.40% | Reduce -4.9% | 28,787 | $943K |
| Sei Investments Co. | 0.00% | Add +1.4% | 28,542 | $935K |
| Equitable Holdings, Inc. | 0.01% | Add +65.1% | 28,402 | $930K |
| Fifth Third Bancorp | 0.00% | Add +12.0% | 28,240 | $925K |
| Watershed Private Wealth LLC | 0.28% | Reduce -1.3% | 28,164 | $922K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.1% | 27,947 | $915K |
| WorthPointe, LLC | 0.24% | Add +115.0% | 27,875 | $913K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -7.1% | 27,827 | $911K |
| Argos Wealth Advisors, LLC | 0.24% | — | 27,785 | $910K |
| Merit Financial Group, LLC | 0.01% | Add +5.2% | 27,620 | $905K |
| Whittier Trust Co. | 0.01% | No change | 26,631 | $904K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +0.1% | 27,558 | $903K |
| Westmount Partners, LLC | 0.22% | No change | 27,508 | $901K |
| Csenge Advisory Group | 0.04% | Add +9.5% | 27,467 | $900K |
| Clearwater Capital Advisors, LLC | 0.07% | Add +4.3% | 27,143 | $889K |
| Broadview Financial Management, LLC | 0.59% | Reduce -5.9% | 27,085 | $887K |
| WLTH Capital Management, LLC | 0.68% | — | 25,095 | $883K |
| CVA Family Office, LLC | 0.10% | Reduce -1.6% | 26,930 | $882K |
| Balboa Wealth Partners | 0.14% | Reduce -4.3% | 26,168 | $857K |
| OneAscent Financial Services LLC | 0.08% | Reduce -3.2% | 26,025 | $852K |
| Brookstone Capital Management | 0.01% | Add +1.7% | 25,970 | $851K |
| Kearns & Associates LLC | 0.44% | Add +2.4% | 25,848 | $847K |
| Everhart Financial Group, Inc. | 0.08% | Add +0.6% | 25,657 | $840K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.4% | 25,406 | $832K |
| Sigma Planning Corp | 0.02% | Reduce -0.9% | 25,398 | $832K |
| Firestone Capital Management | 0.18% | Reduce -9.1% | 25,389 | $831K |
| Bourgeon Capital Management LLC | 0.14% | Add +3.1% | 25,331 | $830K |
| Smartleaf Asset Management LLC | 0.03% | Add +17.2% | 25,277 | $828K |
| Advisory Services Network, LLC | 0.01% | Reduce -27.0% | 25,275 | $828K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.8% | 25,258 | $827K |
| Phil A. Younker & Associates, Ltd. | 0.57% | No change | 25,180 | $825K |
| Blair William & Co. | 0.00% | Reduce -13.4% | 25,120 | $823K |
| Northern Trust Corp. | 0.00% | Add +17.6% | 24,911 | $816K |
| Baird Financial Group, Inc. | 0.00% | Add +2.2% | 24,858 | $814K |
| Murphy & Mullick Capital Management Corp | 0.58% | Reduce -2.5% | 24,698 | $809K |
| Tempus Wealth Planning, LLC | 0.18% | Add +2.6% | 24,327 | $797K |
| Fonville Wealth Management LLC | 0.16% | Add +0.0% | 24,292 | $796K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +1.5% | 24,140 | $791K |
| Sage Financial Group Inc. | 0.05% | Add +3.7% | 24,113 | $790K |
| RFG Advisory, LLC | 0.01% | Reduce -45.1% | 23,851 | $781K |
| FFT Wealth Management LLC | 0.15% | Reduce -4.3% | 23,753 | $778K |
| Parsonex Advisory Services, Inc. | 0.49% | Add +3.3% | 23,494 | $769K |
| HHM Wealth Advisors, LLC | 0.09% | Reduce -10.4% | 23,488 | $769K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.6% | 23,209 | $760K |
| Valued Wealth Advisors LLC | 0.33% | Add +1.2% | 22,945 | $751K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.7% | 22,887 | $750K |
| MCF Advisors LLC | 0.04% | Add +2.0% | 22,695 | $743K |
| Commerce Bank | 0.00% | Add +12.0% | 22,663 | $742K |
| Asset Dedication, LLC | 0.05% | Reduce -7.8% | 22,633 | $741K |
| Squarepoint Ops LLC | 0.00% | New | 22,065 | $723K |
| Glenmede Trust Co. NA | 0.00% | — | 22,044 | $722K |
| Aspen Investment Management Inc | 0.22% | Add +0.2% | 21,998 | $720K |
| Bcwm, LLC | 0.22% | Add +3.7% | 21,976 | $720K |
| FC Advisory LLC | 0.21% | Reduce -2.1% | 21,813 | $714K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -3.0% | 21,090 | $691K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | No change | 20,963 | $687K |
| Avant Financial Advisors LLC | 0.49% | Add +5.1% | 20,849 | $683K |
| Clearview Wealth Advisors LLC | 0.43% | Reduce -1.1% | 20,830 | $682K |
| Summit Financial, LLC | 0.01% | Add +2.4% | 20,731 | $679K |
| Brooklyn Investment Group | 0.03% | New | 20,789 | $679K |
| Aegis Wealth Management LLC | 0.38% | Add +0.6% | 20,669 | $677K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +40.6% | 20,640 | $676K |
| Bullock Wealth Management Group | 0.32% | — | 20,237 | $663K |
| Balefire, LLC | 0.13% | Add +9.8% | 20,088 | $658K |
| Evensky & Katz LLC | 0.04% | Add +6.4% | 19,964 | $654K |
| River's Edge Wealth Management, LLC | 0.64% | — | 18,572 | $654K |
| Falcon Wealth Planning | 0.05% | Reduce -1.3% | 19,897 | $652K |
| Directional Asset Management | 0.57% | — | 19,813 | $649K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.3% | 19,727 | $646K |
| IF Advisors, LLC | 0.52% | — | 19,403 | $635K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -0.3% | 19,395 | $635K |
| Elser Financial Planning, Inc | 0.46% | Reduce -0.8% | 19,374 | $634K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -0.2% | 19,233 | $630K |
| Rothschild Wealth LLC | 0.06% | Reduce -24.2% | 19,114 | $626K |
| NorthRock Partners, LLC | 0.01% | New | 18,497 | $606K |
| Coastwise Capital Group, LLC | 0.31% | Add +3.0% | 18,354 | $601K |
| FF Advisors,LLC | 0.27% | Reduce -1.4% | 18,276 | $599K |
| HORAN Wealth, LLC | 0.09% | Add +18.4% | 18,127 | $594K |
| PDS Planning, Inc | 0.04% | Add +95.8% | 18,072 | $592K |
| Meeder Advisory Services, Inc. | 0.03% | Add +3.4% | 18,065 | $592K |
| Sachetta, LLC | 0.32% | Add +1.6% | 18,041 | $591K |
| BWM Planning, LLC | 0.16% | No change | 17,828 | $584K |
| Reston Wealth Management LLC | 0.18% | Reduce -11.8% | 17,814 | $583K |
| Abacus Planning Group, Inc. | 0.08% | Reduce -11.4% | 17,480 | $572K |
| Worth Asset Management, LLC | 0.24% | Add +0.6% | 17,472 | $572K |
| Wealthfront Advisers LLC | 0.00% | Add +11.6% | 17,363 | $569K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.7% | 17,211 | $564K |
| Clarity Capital Advisors, LLC | 0.28% | Add +2.8% | 17,178 | $563K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +1.0% | 17,173 | $562K |
| SYM FINANCIAL Corp | 0.06% | Add +9.1% | 17,166 | $562K |
| Brown Advisory Inc. | 0.00% | Reduce -25.6% | 17,152 | $562K |
| Laraway Financial Advisors Inc | 0.37% | Reduce -0.3% | 17,148 | $562K |
| Amicus Financial Advisors, LLC | 0.15% | — | 16,945 | $555K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -1.3% | 16,855 | $552K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -2.3% | 16,845 | $552K |
| Smith Partners Wealth Management, LLC | 0.51% | — | 16,787 | $550K |
| Modus Advisors, LLC | 0.14% | Reduce -0.4% | 16,703 | $547K |
| Apella Capital, LLC | 0.01% | New | 16,623 | $544K |
| Acropolis Investment Management, LLC | 0.02% | No change | 16,512 | $541K |
| Modern Wealth Management, LLC | 0.01% | No change | 16,494 | $540K |
| Act Wealth Management, LLC | 0.18% | Reduce -4.8% | 16,458 | $539K |
| EJMK Ventures LLC | 0.33% | — | 16,386 | $537K |
| SHP Wealth Management | 0.04% | — | 16,344 | $535K |
| Gambit Capital Management, LLC | 0.38% | — | 16,283 | $533K |
| Choreo, LLC | 0.01% | Reduce -7.8% | 16,218 | $531K |
| Lido Advisors, LLC | 0.00% | Add +17.0% | 15,870 | $528K |
| Wilson & Boucher Capital Management, LLC | 0.35% | Add +0.1% | 16,107 | $527K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | Add +1.4% | 15,981 | $523K |
| Foster & Motley Inc. | 0.03% | Reduce -9.9% | 15,930 | $522K |
| Sfmg, LLC | 0.03% | Add +0.1% | 15,858 | $519K |
| One Capital Management, LLC | 0.02% | Reduce -10.4% | 15,595 | $511K |
| Victrix Investment Advisors | 0.20% | New | 15,578 | $510K |
| Advyzon Investment Management, LLC | 0.06% | Add +79.5% | 15,440 | $506K |
| Oldfather Financial Services, LLC | 0.15% | Add +6.3% | 15,400 | $504K |
| Red Door Wealth Management, LLC | 0.05% | Add +3.3% | 15,360 | $503K |
| Sterling Financial Planning, Inc. | 0.15% | Reduce -2.6% | 15,235 | $499K |
| Medallion Wealth Advisors, LLC | 0.17% | Add +17.5% | 15,159 | $496K |
| Nicolet Bankshares Inc. | 0.08% | No change | 15,092 | $494K |
| BIP Wealth, LLC | 0.02% | Reduce -9.8% | 14,943 | $489K |
| Sachem Hill LLC | 0.09% | Reduce -4.3% | 14,893 | $488K |
| Evermay Wealth Management LLC | 0.05% | Reduce -1.3% | 14,801 | $485K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -3.2% | 14,730 | $482K |
| United Advisor Group, LLC | 0.06% | Add +39.9% | 14,716 | $482K |
| Rehmann Capital Advisory Group | 0.03% | No change | 14,683 | $481K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.0% | 14,643 | $480K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.5% | 14,611 | $479K |
| Flaharty Asset Management, LLC | 0.06% | Add +29.8% | 14,579 | $477K |
| Abound Wealth Management | 0.11% | Add +1.2% | 14,551 | $477K |
| Gradient Capital Advisors, LLC | 0.12% | Reduce -1.3% | 14,532 | $476K |
| Sheets Smith Wealth Management | 0.05% | Reduce -2.2% | 14,531 | $476K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.7% | 14,499 | $475K |
| Smart Portfolios, LLC | 0.47% | Reduce -0.4% | 14,495 | $475K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 14,495 | $475K |
| Livet Wealth, LLC | 0.29% | — | 14,343 | $470K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.0% | 14,259 | $467K |
| Retirement Planning Group, LLC | 0.02% | Add +0.2% | 14,256 | $467K |
| Evanson Asset Management, LLC | 0.03% | Add +1.3% | 14,245 | $467K |
| Ieq Capital, LLC | 0.00% | Add +55.5% | 14,221 | $466K |
| Meridian Wealth Management, LLC | 0.02% | Add +1.3% | 14,220 | $466K |
| Granite Islands Private Wealth, LLC | 0.43% | — | 14,158 | $464K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.16% | Add +1.3% | 14,070 | $461K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +10.2% | 14,014 | $459K |
| Range Advisory, LLC | 0.12% | — | 14,001 | $459K |
| Cooke Wealth Management, LLC | 0.40% | — | 13,315 | $456K |
| Atlas Capital Advisors Inc. | 0.05% | — | 13,906 | $455K |
| Birchwood Financial Partners, Inc. | 0.45% | — | 13,898 | $455K |
| Motive Wealth Advisors | 0.19% | Reduce -11.3% | 13,696 | $449K |
| Diversified Portfolios, Inc. | 0.04% | Add +0.6% | 13,649 | $447K |
| Apeiron RIA LLC | 0.09% | Add +0.0% | 12,800 | $443K |
| PFG Advisors | 0.02% | Add +41.9% | 13,302 | $436K |
| Yoffe Investment Management, LLC | 0.55% | No change | 13,228 | $433K |
| Geometric Wealth Advisors | 0.06% | Add +0.2% | 13,180 | $432K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -1.7% | 13,113 | $429K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.1% | 13,039 | $427K |
| Pflug Koory, LLC | 0.20% | Add +4.6% | 13,000 | $426K |
| SWS Partners | 0.10% | Reduce -1.6% | 12,981 | $425K |
| Alteri Wealth LLC | 0.14% | Add +20.5% | 12,813 | $420K |
| Sunesis Advisors, LLC | 0.19% | No change | 12,698 | $416K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.1% | 12,671 | $415K |
| Van Strum & Towne Inc. | 0.12% | New | 12,551 | $411K |
| CDKV Holdings LLC | 0.34% | — | 12,547 | $411K |
| Waterford Advisors, LLC | 0.16% | Reduce -67.9% | 12,580 | $410K |
| International Assets Investment Management, LLC | 0.03% | Add +41.4% | 12,491 | $409K |
| Ancora Advisors LLC | 0.01% | Reduce -1.0% | 12,409 | $406K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.9% | 12,325 | $404K |
| Hardin Capital Partners, LLC | 0.19% | Add +0.2% | 12,252 | $401K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 12,234 | $401K |
| Aspiring Ventures, LLC | 0.14% | Reduce -8.7% | 12,199 | $400K |
| Comprehensive Money Management Services LLC | 0.27% | No change | 12,133 | $397K |
| First Growth Capital LLC | 0.35% | — | 11,062 | $395K |
| Strive Financial Group ,LLC | 0.21% | — | 12,022 | $394K |
| Tiaa Trust, National Association | 0.00% | Add +19.1% | 11,975 | $392K |
| CacheTech Inc. | 0.07% | New | 11,964 | $392K |
| Tru Independence Asset Management 2, LLC | 0.24% | No change | 11,910 | $390K |
| Appleton Partners Inc. | 0.03% | No change | 11,884 | $389K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -6.8% | 11,816 | $387K |
| Warwick Investment Management, Inc. | 0.06% | Reduce -0.2% | 11,794 | $386K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 11,733 | $384K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -25.8% | 11,702 | $383K |
| Capital Planning LLC | 0.11% | Reduce -45.6% | 11,410 | $382K |
| IFC & Insurance Marketing, Inc. | 0.38% | — | 11,652 | $382K |
| Bensler, LLC | 0.04% | Reduce -2.9% | 11,659 | $382K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -71.3% | 11,558 | $379K |
| Roble, Belko & Company, Inc | 0.05% | Add +0.1% | 11,544 | $378K |
| LOM Asset Management Ltd | 0.11% | Add +42.5% | 11,400 | $373K |
| Paragon Private Wealth Management, LLC | 0.11% | Reduce -18.4% | 11,162 | $366K |
| Creegan & Nassoura Financial Group, LLC | 0.24% | No change | 11,090 | $363K |
| Compound Planning, Inc. | 0.01% | Add +12.8% | 11,074 | $363K |
| Bfsg, LLC | 0.04% | Reduce -8.0% | 11,074 | $363K |
| Gilbert & Cook, Inc. | 0.05% | No change | 11,030 | $361K |
| Old National Bancorp | 0.01% | No change | 10,985 | $360K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +1.7% | 10,898 | $357K |
| Sigma Investment Counselors Inc. | 0.02% | Add +3.1% | 10,668 | $349K |
| Arbor Trust Wealth Advisors, LLC | 0.15% | Add +13.7% | 10,531 | $345K |
| StoneX Group Inc. | 0.01% | Reduce -15.1% | 10,500 | $344K |
| Harbour Investments, Inc. | 0.01% | Add +9.7% | 10,463 | $343K |
| Golden State Wealth Management, LLC | 0.04% | No change | 10,447 | $342K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -4.4% | 10,432 | $342K |
| State Street Corp. | 0.00% | Reduce -17.9% | 10,414 | $341K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Reduce -17.9% | 10,414 | $341K |
| Empirical Asset Management, LLC | 0.10% | Reduce -2.5% | 10,392 | $340K |
| Signaturefd, LLC | 0.01% | Reduce -40.2% | 10,368 | $340K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.5% | 10,346 | $339K |
| Integrated Advisors Network LLC | 0.01% | Reduce -12.6% | 10,328 | $338K |
| Front Row Advisors LLC | 0.11% | Add +0.0% | 10,253 | $336K |
| BSW Wealth Partners | 0.04% | Reduce -8.3% | 10,178 | $333K |
| Twele Capital Management, Inc. | 0.06% | Reduce -0.6% | 10,076 | $330K |
| MJT & Associates Financial Advisory Group, Inc. | 0.25% | No change | 10,073 | $330K |
| Prairieview Wealth Partners, LLC | 0.30% | Reduce -1.2% | 10,024 | $328K |
| Schaeffer Financial LLC | 0.28% | Add +1.1% | 9,944 | $326K |
| Evergreen Capital Management LLC | 0.01% | Add +7.0% | 9,899 | $324K |
| Orleans Capital Management Corp. | 0.20% | New | 9,864 | $323K |
| Thrive Wealth Management, LLC | 0.05% | Add +9.3% | 9,869 | $323K |
| Argent Trust Co | 0.01% | No change | 9,864 | $323K |
| Snider Financial Group | 0.09% | Reduce -5.0% | 9,772 | $320K |
| Gilpin Wealth Management, LLC | 0.25% | — | 9,760 | $320K |
| VSM Wealth Advisory, LLC | 0.10% | Reduce -0.3% | 9,759 | $320K |
| Ameritas Advisory Services, LLC | 0.01% | Add +24.5% | 9,728 | $319K |
| Howe & Rusling Inc. | 0.02% | Add +90.3% | 9,700 | $318K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +0.1% | 9,639 | $316K |
| Facet Wealth, Inc. | 0.01% | Add +20.6% | 8,946 | $316K |
| Richardson Capital Management LLC | 0.16% | Add +2.3% | 9,592 | $314K |
| ETF Store, Inc. | 0.32% | Add +2.7% | 9,566 | $313K |
| Great Waters Wealth Management | 0.03% | Add +2.1% | 9,548 | $313K |
| Rollins Financial Advisors, LLC | 0.05% | Add +10.5% | 9,509 | $311K |
| Warner Financial, Inc. | 0.11% | Add +2.4% | 9,449 | $309K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 9,306 | $305K |
| Voisard Asset Management Group, Inc. | 0.07% | Add +1.0% | 9,292 | $304K |
| Marietta Investment Partners LLC | 0.06% | Add +13.0% | 9,186 | $301K |
| RCW Management, LLC | 0.30% | — | 9,173 | $300K |
| Vermillion Wealth Management, Inc. | 0.12% | Add +17.0% | 9,168 | $300K |
| Riversedge Advisors, LLC | 0.05% | Reduce -3.5% | 9,091 | $298K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -5.9% | 9,089 | $298K |
| Arlington Trust Co LLC | 0.03% | Reduce -24.9% | 9,061 | $297K |
| Private Capital Management, LLC | 0.03% | Add +3.9% | 9,045 | $296K |
| Plancorp, LLC | 0.01% | Reduce -16.4% | 9,020 | $295K |
| AE Wealth Management LLC | 0.00% | Add +4.7% | 8,980 | $294K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.4% | 10,635 | $292K |
| Sterling Investment Management, LLC | 0.16% | Reduce -1.0% | 8,879 | $291K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | Add +0.5% | 8,803 | $288K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 8,788 | $288K |
| Sovran Advisors, LLC | 0.02% | New | 8,361 | $287K |
| Joseph P. Lucia & Associates, LLC | 0.10% | No change | 8,734 | $286K |
| Johnson Investment Counsel Inc. | 0.00% | Add +26.9% | 8,724 | $286K |
| Guardian Wealth Advisors, LLC | 0.16% | Add +0.7% | 8,708 | $285K |
| Athena Wealth Management, LLC | 0.28% | — | 8,705 | $285K |
| Downshift Financial, LLC | 0.18% | — | 8,342 | $285K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -20.8% | 8,687 | $284K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 8,593 | $281K |
| Glaxis Capital Management, LLC | 0.48% | Add +2.8% | 8,588 | $281K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -43.1% | 8,576 | $281K |
| Cordant, Inc. | 0.12% | Add +0.4% | 8,412 | $275K |
| Parkshore Wealth Management, Inc. | 0.10% | Add +2.5% | 8,399 | $275K |
| Planned Solutions, Inc. | 0.09% | Reduce -26.0% | 8,398 | $275K |
| Flower City Capital | 0.14% | Add +15.4% | 8,388 | $275K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.4% | 8,337 | $273K |
| Pine Haven Investment Counsel, Inc | 0.19% | No change | 8,322 | $273K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -1.0% | 8,288 | $271K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -19.4% | 8,231 | $270K |
| Red Reef Advisors LLC | 0.27% | — | 8,230 | $270K |
| Ironwood Investment Management LLC | 0.11% | No change | 8,200 | $269K |
| Franklin Resources Inc. | 0.00% | Add +9.5% | 8,160 | $267K |
| Sage Rhino Capital LLC | 0.05% | Add +2.8% | 8,150 | $267K |
| Stirlingshire Investments, Inc. | 0.24% | — | 8,144 | $267K |
| Fisher Asset Management | 0.00% | New | 8,052 | $264K |
| Carnegie Investment Counsel | 0.00% | New | 8,028 | $263K |
| Stone Summit Wealth LLC | 0.07% | Reduce -0.8% | 8,011 | $262K |
| Castleview Partners, LLC | 0.13% | Add +2.6% | 8,004 | $262K |
| Gill Capital Partners, LLC | 0.08% | Reduce -15.8% | 7,975 | $261K |
| Private Trust Co. NA | 0.02% | Reduce -2.9% | 7,905 | $259K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +12.4% | 7,905 | $259K |
| Advisory Alpha, LLC | 0.01% | Add +2.7% | 7,864 | $258K |
| Panoramic Investment Advisors, LLC | 0.14% | Add +2.1% | 7,817 | $256K |
| SLT Holdings LLC | 0.17% | No change | 7,655 | $251K |
| Victory Financial Group, LLC | 0.03% | New | 7,651 | $251K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.6% | 7,600 | $249K |
| Zhang Financial LLC | 0.01% | Add +1.3% | 7,582 | $248K |
| Unique Wealth, LLC | 0.03% | Add +13.1% | 7,506 | $246K |
| Factor Wealth Management LTD | 0.05% | Add +3.2% | 7,474 | $245K |
| Caprock Group, LLC | 0.01% | Reduce -8.5% | 7,451 | $244K |
| American Trust | 0.02% | Add +20.3% | 7,411 | $243K |
| CreativeOne Wealth, LLC | 0.01% | Add +16.4% | 7,303 | $239K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.9% | 7,261 | $238K |
| DBK Financial Counsel, LLC | 0.18% | No change | 7,249 | $237K |
| Certior Financial Group, LLC | 0.16% | Add +2.1% | 7,069 | $232K |
| Liberty Capital Management, Inc. | 0.04% | No change | 7,037 | $230K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.8% | 7,022 | $230K |
| WealthCollab, LLC | 0.09% | Add +147.6% | 6,949 | $228K |
| Carolina Wealth Advisors, LLC | 0.10% | Reduce -8.6% | 6,905 | $226K |
| RHS Financial, LLC | 0.11% | Reduce -6.8% | 6,874 | $225K |
| Pacific Point Advisors, LLC | 0.12% | No change | 6,864 | $225K |
| Smithbridge Asset Management Inc. | 0.02% | New | 6,848 | $224K |
| Emergent Wealth Advisors, LLC | 0.13% | Add +2.3% | 6,814 | $223K |
| Freedom Investment Management, Inc. | 0.06% | New | 6,812 | $223K |
| &partners | 0.00% | New | 6,372 | $223K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 6,786 | $222K |
| HUB Investment Partners, LLC | 0.01% | Add +1.1% | 6,779 | $222K |
| Northwest Bancshares, Inc. | 0.04% | No change | 6,767 | $222K |
| Prudent Investors Network, Inc. | 0.05% | No change | 6,754 | $221K |
| Advisor OS, LLC | 0.02% | Add +3.5% | 6,754 | $221K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -4.1% | 6,722 | $220K |
| Successful Portfolios LLC | 0.11% | Add +0.1% | 6,501 | $220K |
| Wedbush Securities Inc. | 0.01% | Add +4.1% | 6,695 | $219K |
| Peterson Wealth Advisors, LLC | 0.03% | Reduce -31.9% | 6,685 | $219K |
| YHB Investment Advisors, Inc. | 0.02% | Add +4.6% | 6,683 | $219K |
| Private Wealth Management Group, LLC | 0.06% | No change | 6,665 | $218K |
| Ironwood Financial, llc | 0.04% | Reduce -5.7% | 6,349 | $218K |
| Market Street Wealth Management Advisors LLC | 0.03% | No change | 6,609 | $216K |
| Vilga Financial Planning LLC | 0.21% | — | 6,571 | $215K |
| Venture Visionary Partners LLC | 0.01% | Reduce -2.0% | 6,474 | $212K |
| Daytona Street Capital LLC | 0.16% | — | 6,405 | $210K |
| Whalerock Point Partners, LLC | 0.04% | No change | 6,400 | $210K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $210K |
| Simon Quick Advisors, LLC | 0.01% | Add +2.3% | 6,384 | $209K |
| Storen Legacy Partners, LLC | 0.06% | — | 6,314 | $207K |
| Pacific Asset Management, LLC | 0.12% | Add +2.8% | 6,312 | $207K |
| Radnor Capital Management, LLC | 0.03% | No change | 6,305 | $206K |
| Fiducient Advisors LLC | 0.03% | Add +2.8% | 6,302 | $206K |
| REDW Wealth LLC | 0.08% | Reduce -0.1% | 6,284 | $206K |
| CRA Financial Services, LLC | 0.03% | Add +0.1% | 6,231 | $204K |
| Fell Capital Management | 0.20% | — | 6,200 | $203K |
| CGN Advisors LLC | 0.02% | Reduce -5.4% | 6,188 | $203K |
| Carter Financial Group, INC. | 0.12% | Reduce -8.4% | 6,138 | $201K |
| Pittenger & Anderson Inc. | 0.01% | Add +40.2% | 6,098 | $200K |
| Chapman Financial Group, LLC | 0.13% | Add +27.2% | 6,001 | $197K |
| Proffitt & Goodson Inc. | 0.03% | No change | 5,911 | $194K |
| Evolution Advisers, Inc. | 0.08% | Add +10.6% | 5,374 | $175K |
| WFA of San Diego, LLC | 0.13% | Reduce -1.2% | 5,322 | $174K |
| Dorato Capital Management | 0.13% | — | 5,075 | $174K |
| Versant Capital Management, Inc | 0.02% | Add +1.9% | 5,032 | $165K |
| Birchbrook, Inc. | 0.08% | No change | 4,966 | $163K |
| Rossby Financial, LCC | 0.05% | Add +54.3% | 4,946 | $162K |
| Robinswood Financial LLC | 0.05% | Add +0.7% | 4,881 | $160K |
| Bessemer Group Inc. | 0.00% | No change | 4,607 | $151K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $141K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +1.2% | 4,272 | $140K |
| Root Financial Partners, LLC | 0.01% | Add +243.2% | 4,087 | $134K |
| Crewe Advisors LLC | 0.01% | Add +2.6% | 4,082 | $134K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $131K |
| SouthState Bank Corp | 0.01% | Reduce -9.9% | 3,902 | $128K |
| New Republic Capital, LLC | 0.03% | Add +438.6% | 3,883 | $127K |
| Islay Capital Management, LLC | 0.07% | Add +15.8% | 3,657 | $120K |
| Colonial Trust Co / SC | 0.02% | No change | 3,500 | $115K |
| Assetmark, Inc. | 0.00% | Add +2.2% | 3,489 | $114K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,410 | $112K |
| Financial Management Professionals, Inc. | 0.01% | Add +0.1% | 3,395 | $111K |
| SIMA Wealth Partners, LLC | 0.08% | Add +1.1% | 3,362 | $110K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $104K |
| Cascades Capital Asset Management, LLC | 0.04% | Add +2.8% | 3,091 | $101K |
| MeadowBrook Investment Advisors LLC | 0.08% | Reduce -2.6% | 2,830 | $93K |
| Newton One Investments LLC | 0.03% | Add +2.8% | 2,764 | $91K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.8% | 2,699 | $88K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $88K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.1% | 2,678 | $88K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 2,631 | $86K |
| Prudent Man Investment Management, Inc. | 0.03% | No change | 2,371 | $78K |
| UMB Bank, n.a. | 0.00% | Reduce -17.8% | 2,315 | $76K |
| Arax Advisory Partners | 0.00% | New | 2,292 | $75K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 2,207 | $72K |
| Bayban | 0.06% | — | 2,200 | $72K |
| Glassman Wealth Services | 0.01% | Add +2.3% | 2,197 | $72K |
| Phillips Financial Management, LLC | 0.00% | Add +38.8% | 2,162 | $71K |
| Hurley Capital, LLC | 0.04% | Add +2.8% | 2,107 | $69K |
| Hollencrest Capital Management | 0.00% | No change | 2,061 | $67K |
| HM Payson & Co. | 0.00% | Add +1.2% | 2,001 | $66K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 1,974 | $65K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 1,939 | $64K |
| Piscataqua Savings Bank | 0.04% | New | 1,925 | $63K |
| NBT Bank, N.A. | 0.00% | Add +365.1% | 1,735 | $57K |
| Activest Wealth Management | 0.01% | New | 1,640 | $54K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,595 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.6% | 1,592 | $52K |
| Game Plan Financial Advisors, LLC | 0.02% | Reduce -6.0% | 1,555 | $51K |
| GS Investments, Inc. | 0.03% | Add +3.0% | 1,535 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,505 | $49K |
| Spire Wealth Management | 0.00% | Add +285.7% | 1,404 | $46K |
| Tompkins Financial Corp. | 0.00% | No change | 1,358 | $44K |
| Godsey & Gibb, Inc. | 0.00% | No change | 1,355 | $44K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $43K |
| Frazier Financial Advisors, LLC | 0.02% | Add +4460.7% | 1,277 | $42K |
| Your Advocates Ltd., LLP | 0.01% | Add +6.0% | 1,260 | $41K |
| Joseph Group Capital Management | 0.01% | No change | 1,249 | $41K |
| Align Financial, LLC | 0.02% | — | 40,443 | $40K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 1,054 | $37K |
| Hoey Investments, Inc. | 0.00% | No change | 1,100 | $36K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,098 | $36K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,091 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,067 | $35K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,040 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +1.5% | 937 | $32K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +2042.2% | 964 | $32K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 891 | $29K |
| Financial Consulate, Inc. | 0.00% | Add +222.7% | 868 | $28K |
| Lodestone Wealth Management LLC | 0.01% | New | 852 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +2.9% | 780 | $26K |
| Avion Wealth | 0.01% | Add +0.7% | 766 | $25K |
| Blue Trust, Inc. | 0.00% | Reduce -54.1% | 746 | $24K |
| PFS Partners, LLC | 0.01% | No change | 739 | $24K |
| Triumph Capital Management | 0.01% | New | 718 | $24K |
| Cheviot Value Management, LLC | 0.00% | Add +13.2% | 643 | $23K |
| REAP Financial Group, LLC | 0.00% | Add +55.9% | 664 | $22K |
| Rothschild Investment LLC | 0.00% | Add +106.3% | 658 | $22K |
| Whipplewood Advisors, LLC | 0.01% | Add +35.1% | 651 | $21K |
| JDM Financial Group LLC | 0.01% | Add +2.8% | 617 | $20K |
| Blume Capital Management, Inc. | 0.00% | Add +0.3% | 613 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | New | 602 | $20K |
| Wilkerson Advisory Group LLC | 0.01% | — | 600 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 592 | $19K |
| American Capital Advisory, LLC | 0.01% | No change | 515 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $16K |
| Fairway Wealth LLC | 0.00% | No change | 483 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.4% | 466 | $15K |
| Gladwyn Financial Advisors, Inc. | 0.01% | Add +2.6% | 464 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 463 | $15K |
| PFC Capital Group, Inc. | 0.01% | New | 479 | $15K |
| Key Financial Inc | 0.00% | No change | 452 | $15K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +24.3% | 460 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 423 | $14K |
| Friedenthal Financial | 0.01% | Reduce -7.7% | 417 | $14K |
| Cornerstone Planning Group LLC | 0.00% | New | 385 | $14K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +31.3% | 399 | $13K |
| Providence Capital Advisors, LLC | 0.00% | No change | 396 | $13K |
| Orion Capital Management LLC | 0.00% | No change | 394 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.9% | 363 | $12K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $11K |
| Trust Co | 0.00% | New | 343 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 326 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 323 | $11K |
| CNB Bank | 0.00% | New | 318 | $10K |
| Financial Freedom, LLC | 0.00% | Add +3.0% | 279 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +18.0% | 275 | $9K |
| Sellwood Investment Partners LLC | 0.00% | Add +36.5% | 269 | $9K |
| Davis Capital Management | 0.01% | Add +2.4% | 252 | $8K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $8K |
| Tower View Wealth Management LLC | 0.00% | Add +3.0% | 239 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | Add +100.0% | 202 | $7K |
| Hamrick Investment Counsel, llc | 0.00% | — | 200 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 200 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -22.9% | 195 | $6K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 165 | $5K |
| Archer Investment Corp | 0.00% | Add +2.8% | 145 | $5K |
| GAMMA Investing LLC | 0.00% | New | 134 | $4K |
| Prosperity Bancshares Inc | 0.00% | — | 120 | $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% | Reduce -9.9% | 100 | $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% | No change | 85 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.7% | 75 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $2K |
| Quent Capital, LLC | 0.00% | New | 66 | $2K |
| Optima Capital LLC | 0.00% | New | 65 | $2K |
| McIlrath & Eck, LLC | 0.00% | New | 64 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -34.4% | 42 | $1K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -92.4% | 40 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -36.1% | 39 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 33 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | — | 31 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 29 | $950 |
| Graney & King, LLC | 0.00% | Add +3.7% | 28 | $916 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 25 | $819 |
| BNP Paribas Financial Markets | 0.00% | New | 15 | $491 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 15 | $491 |
| Nemes Rush Group LLC | 0.00% | New | 15 | $491 |
| Blueline Advisors LLC | 0.00% | — | 10 | $341 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $328 |
| Creative Capital Management Investments LLC | 0.00% | New | 9 | $295 |
| Wagner Wealth Management, LLC | 0.00% | No change | 5 | $173 |
| NWK Group, Inc. | 0.00% | Reduce -33.3% | 2 | $66 |
| Centerpoint Advisors, LLC | 0.00% | New | 2 | $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.