Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q1 2026 (March 31)870holders +35
63new positions
30sold out
4famous investors
$33.03avg. 13F price*
At the end of Q1 2026, 870 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 35 from Q4 2025. 63 opened new positions and 30 sold out. The largest holders were Creative Planning ($716.9M), Financial Engines Advisors L.L.C. ($512.1M) and HighTower Advisors, LLC ($312.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $26.2M |
| Exits | 30 | $32.1M |
All 13F filers, Q4 2025 → Q1 2026: 12,911,125 shares bought and 11,988,625 shares sold, net +922,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| Creative Planning | 0.49% | Add +15.1% | 21,758,142 | $716.9M |
| Financial Engines Advisors L.L.C. | 1.04% | Reduce -4.1% | 15,542,282 | $512.1M |
| HighTower Advisors, LLC | 0.33% | Reduce -1.9% | 9,475,403 | $312.2M |
| Rakuten Investment Management, Inc. | 0.30% | Add +100.0% | 4,491,206 | $149.2M |
| US Bancorp \de | 0.15% | Reduce -44.3% | 3,643,590 | $120.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -2.7% | 3,371,879 | $111.1M |
| SageView Advisory Group, LLC | 4.05% | Add +0.2% | 3,365,808 | $110.9M |
| Morgan Stanley | 0.00% | Add +4.6% | 2,432,609 | $80.2M |
| Rebalance, LLC | 4.18% | Add +0.8% | 2,184,395 | $72.0M |
| Orgel Wealth Management, LLC | 1.50% | Add +5.4% | 2,110,215 | $69.5M |
| Mather Group, Llc. | 0.68% | Reduce -0.7% | 2,081,385 | $68.6M |
| Jones Financial Companies LLLP | 0.03% | Add +26.8% | 2,106,721 | $68.1M |
| Moneta Group Investment Advisors LLC | 0.47% | Add +1.1% | 1,914,788 | $63.1M |
| Sanctuary Advisors, LLC | 0.34% | Add +1.9% | 1,909,261 | $62.9M |
| Krilogy Financial LLC | 1.94% | Add +2.9% | 1,704,193 | $60.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 1,721,550 | $54.9M |
| FMR LLC | 0.00% | Reduce -1.0% | 1,565,070 | $51.6M |
| Mountain Capital Investment Advisors Inc. | 7.59% | Add +68.4% | 1,431,314 | $51.1M |
| Mariner, LLC | 0.06% | Add +2.5% | 1,525,115 | $50.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +210.6% | 1,524,161 | $50.2M |
| Corient Private Wealth LP | 0.07% | Add +1.0% | 1,500,199 | $49.2M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 1,480,192 | $48.8M |
| Heartwood Wealth Advisors LLC | 4.23% | Reduce -5.0% | 1,471,629 | $48.5M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -2.7% | 1,446,971 | $47.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -42.4% | 1,288,013 | $42.3M |
| Wealthspire Advisors, LLC | 0.33% | Add +24.6% | 1,256,495 | $41.4M |
| Fund Evaluation Group, LLC | 1.24% | Reduce -3.5% | 1,224,851 | $40.4M |
| Rainey & Randall Wealth Advisors Inc. | 5.85% | Add +1.5% | 1,092,100 | $36.0M |
| Cooper/Haims Advisors, LLC | 16.36% | Reduce -11.0% | 1,055,311 | $34.8M |
| Waverly Advisors, LLC | 0.26% | Add +105.8% | 1,042,983 | $34.4M |
| JMG Financial Group, Ltd. | 0.85% | Reduce -2.3% | 942,824 | $31.1M |
| McAdam, LLC | 1.39% | Reduce -4.3% | 939,664 | $31.0M |
| UBS Group AG | 0.01% | Add +32.0% | 896,838 | $29.6M |
| Cerity Partners LLC | 0.04% | Add +5.2% | 887,746 | $29.4M |
| HBK Sorce Advisory LLC | 0.60% | Reduce -2.0% | 792,488 | $29.2M |
| Cetera Investment Advisers | 0.03% | Add +1.3% | 847,101 | $27.9M |
| Benjamin Edwards Inc. | 0.27% | Add +1.9% | 810,336 | $26.7M |
| SCS Capital Management LLC | 0.26% | Add +0.9% | 749,111 | $24.7M |
| Charles Schwab Trust Co | 1.48% | Add +3.6% | 692,044 | $22.8M |
| Osaic Holdings, Inc. | 0.03% | Add +17.6% | 679,704 | $22.4M |
| Susquehanna International Group, LLP | 0.03% | Reduce -57.6% | 654,911 | $21.6M |
| Ballentine Partners, LLC | 0.30% | Reduce -1.5% | 650,782 | $21.4M |
| BlueSky Wealth Advisors, LLC | 2.67% | Reduce -47.0% | 628,752 | $20.7M |
| 93 Financial Group, LLC | 9.15% | Reduce -3.5% | 623,006 | $20.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +6.8% | 595,196 | $19.6M |
| Focus Partners Wealth | 0.02% | Add +8.8% | 543,184 | $17.9M |
| Summit Wealth & Retirement Planning, Inc. | 3.94% | Add +0.3% | 500,583 | $16.5M |
| L2 Asset Management, LLC | 1.56% | Add +142.8% | 497,259 | $16.4M |
| LPL Financial LLC | 0.00% | Add +0.5% | 491,328 | $16.2M |
| Alliance Wealth Management Group | 3.54% | Add +1.7% | 490,541 | $16.2M |
| Towercrest Capital Management | 2.52% | Add +1.7% | 490,541 | $16.2M |
| Naples Global Advisors, LLC | 1.17% | Add +4.6% | 485,317 | $16.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Reduce -3.6% | 450,361 | $14.8M |
| TruNorth Capital Management, LLC | 2.84% | Reduce -0.6% | 449,426 | $14.8M |
| Procyon Advisors, LLC | 0.70% | Reduce -3.0% | 434,831 | $14.3M |
| Droms Strauss Advisors Inc. /Mo/ | 3.74% | Reduce -3.1% | 433,989 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.3% | 432,414 | $14.2M |
| Klingenstein Fields & Co. LP | 0.56% | Reduce -4.4% | 428,431 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 384,988 | $12.7M |
| RFG - Bristol Wealth Advisors, LLC | 3.34% | Add +13.3% | 375,633 | $12.4M |
| Gemmer Asset Management LLC | 0.96% | Add +5.7% | 369,944 | $12.2M |
| Principal Securities, Inc. | 0.18% | Add +45.9% | 364,570 | $12.0M |
| Almanack Investment Partners, LLC. | 1.98% | Add +89.6% | 356,821 | $11.8M |
| Truist Financial Corp. | 0.02% | Add +891.3% | 347,527 | $11.5M |
| IHT Wealth Management, LLC | 0.27% | Reduce -2.3% | 346,432 | $11.4M |
| Pathstone Holdings, LLC | 0.05% | Reduce -2.6% | 346,106 | $11.4M |
| North Star Asset Management Inc. | 0.49% | Add +1.2% | 343,404 | $11.3M |
| Bank of America Corp. | 0.00% | Add +23.7% | 343,290 | $11.3M |
| Brand Asset Management Group, Inc. | 2.86% | Add +1.8% | 334,074 | $11.0M |
| SigFig Wealth Management, LLC | 0.32% | Reduce -1.5% | 326,253 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.7% | 325,155 | $10.7M |
| Main Street Financial Solutions, LLC | 0.78% | Add +5.9% | 322,826 | $10.6M |
| Captrust Financial Advisors | 0.02% | Reduce -2.6% | 322,381 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +22.1% | 316,432 | $10.4M |
| Cresset Asset Management, LLC | 0.05% | Reduce -5.2% | 316,078 | $10.4M |
| HC Advisors, LLC | 6.92% | Reduce -3.0% | 313,928 | $10.3M |
| Red Tortoise LLC | 4.26% | Reduce -2.1% | 308,145 | $10.2M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -7.5% | 300,063 | $9.9M |
| Royal Bank of Canada | 0.00% | Reduce -17.9% | 299,735 | $9.9M |
| Visionary Wealth Advisors | 0.43% | Add +6.9% | 297,394 | $9.8M |
| Steele Capital Management, Inc. | 0.40% | Reduce -0.6% | 292,361 | $9.6M |
| Seneca Financial Advisors LLC | 2.78% | Reduce -3.5% | 287,716 | $9.5M |
| AlphaCore Capital LLC | 0.22% | Reduce -8.4% | 284,654 | $9.4M |
| Hantz Financial Services, Inc. | 0.14% | Add +2.4% | 276,501 | $9.1M |
| Garde Capital, Inc. | 0.55% | Reduce -2.7% | 276,480 | $9.1M |
| Wedmont Private Capital | 0.29% | Reduce -0.2% | 264,567 | $9.1M |
| Ballast Advisors LLC | 2.63% | Add +2.1% | 274,403 | $9.0M |
| Apriem Advisors | 0.86% | Reduce -0.6% | 272,299 | $9.0M |
| Invst, LLC | 0.96% | Reduce -1.4% | 258,277 | $8.5M |
| BlackRock, Inc. | 0.00% | Add +118.5% | 255,699 | $8.4M |
| Boltwood Capital Management | 2.15% | Add +5.8% | 255,695 | $8.4M |
| Old Mission Capital LLC | 0.20% | Add +128.2% | 250,217 | $8.2M |
| Berkshire Asset Management LLC | 0.35% | Add +36.8% | 248,234 | $8.2M |
| Geneos Wealth Management Inc. | 0.19% | Add +0.2% | 246,807 | $8.1M |
| Savant Capital, LLC | 0.04% | Reduce -1.6% | 234,834 | $7.7M |
| Boyd Wealth Management, LLC | 3.22% | Add +0.6% | 231,393 | $7.6M |
| St. Louis Trust Co | 0.89% | No change | 231,273 | $7.6M |
| Nicholas Hoffman & Company, LLC. | 0.17% | Add +0.2% | 229,732 | $7.6M |
| Arkansas Financial Group, Inc. | 1.05% | Reduce -2.8% | 219,433 | $7.6M |
| Sierra Ocean, LLC | 5.97% | Reduce -2.2% | 220,904 | $7.3M |
| Cornerstone Wealth Advisors, Inc. | 1.65% | Add +11.6% | 217,177 | $7.2M |
| Payne Capital Management, LLC | 2.16% | Reduce -0.3% | 216,644 | $7.1M |
| Sherwood Financial Partners, LLC | 6.25% | Reduce -4.0% | 214,685 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.2% | 214,614 | $7.1M |
| Valley National Advisers Inc. | 0.91% | Add +27.7% | 212,909 | $7.0M |
| Atria Investments, Inc | 0.08% | Add +18.2% | 208,825 | $6.9M |
| Courage Miller Partners, LLC | 1.94% | Add +0.1% | 208,604 | $6.9M |
| WBH Advisory Inc. | 0.50% | Add +8.0% | 202,400 | $6.7M |
| Strid Group, LLC | 0.81% | Reduce -1.7% | 198,561 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 197,130 | $6.5M |
| Ackerman Capital Advisors, LLC | 1.33% | Reduce -4.4% | 196,507 | $6.5M |
| Bank of New York Mellon Corp | 0.00% | Add +69.7% | 195,630 | $6.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +28.4% | 194,973 | $6.4M |
| Power Wealth Management LLC | 2.35% | Add +3.2% | 191,274 | $6.3M |
| Bangor Savings Bank | 0.50% | Add +24.8% | 188,681 | $6.2M |
| Johnson Financial Group, LLC | 0.41% | Reduce -2.6% | 186,632 | $6.1M |
| MorganRosel Wealth Management, LLC | 2.37% | Reduce -39.1% | 182,533 | $6.0M |
| Guardian Financial Partners, LLC | 2.53% | Reduce -1.5% | 181,780 | $6.0M |
| Zacks Investment Management | 0.05% | Reduce -2.0% | 179,057 | $5.9M |
| CX Institutional | 0.18% | No change | 179,023 | $5.9M |
| LifePlan Investment Advisors, Inc. | 2.28% | Add +0.7% | 176,357 | $5.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 175,267 | $5.8M |
| Cabot Wealth Management Inc. | 0.66% | Reduce -51.8% | 174,124 | $5.7M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.3% | 170,591 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +13.5% | 170,207 | $5.6M |
| Brightwater Advisory LLC | 3.67% | Add +5.1% | 168,597 | $5.6M |
| Wakefield Asset Management LLLP | 1.46% | Add +7.7% | 167,028 | $5.5M |
| Perigon Wealth Management, LLC | 0.10% | Add +8.9% | 166,988 | $5.5M |
| JFS Wealth Advisors, LLC | 0.30% | Add +0.6% | 165,153 | $5.4M |
| Pinkerton Wealth, LLC | 0.48% | Reduce -3.3% | 161,063 | $5.3M |
| CFG Wealth Management Services, Inc. | 4.97% | Reduce -0.1% | 159,767 | $5.3M |
| FIDELIS iM, LLC | 1.99% | Add +3.8% | 159,905 | $5.3M |
| Parallel Advisors, LLC | 0.09% | Add +0.0% | 159,812 | $5.3M |
| True Freedom Investing, LLC | 0.40% | Add +18.7% | 159,132 | $5.2M |
| Patriot Investment Management Group, Inc. | 0.33% | Reduce -2.9% | 158,737 | $5.2M |
| Joule Financial, LLC | 1.51% | Add +0.5% | 157,195 | $5.2M |
| Fairway Financial, LLC | 3.93% | Reduce -0.6% | 156,791 | $5.2M |
| Rockbridge Investment Management, LCC | 0.46% | Reduce -2.4% | 156,494 | $5.2M |
| MAI Capital Management | 0.03% | Reduce -1.4% | 155,720 | $5.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +7.2% | 152,464 | $5.0M |
| Bogart Wealth, LLC | 0.19% | Add +23.5% | 151,836 | $5.0M |
| Fortis Capital Management LLC | 0.67% | Add +9.0% | 151,572 | $5.0M |
| Texas Yale Capital Corp. | 0.14% | Reduce -1.6% | 149,598 | $4.9M |
| Plum Street Advisors, LLC | 1.70% | Add +6.4% | 148,569 | $4.9M |
| Oak Family Advisors, LLC | 1.50% | New | 148,189 | $4.9M |
| Adamsbrown Wealth Consultants LLC | 1.29% | Reduce -65.5% | 147,688 | $4.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -7.9% | 146,338 | $4.8M |
| Composition Wealth, LLC | 0.07% | Add +16.2% | 144,803 | $4.8M |
| Kohmann Bosshard Financial Services, LLC | 0.46% | Reduce -2.8% | 142,869 | $4.7M |
| Marotta Asset Management | 0.86% | Reduce -1.9% | 141,505 | $4.7M |
| GeoWealth Management, LLC | 0.17% | Add +42.4% | 139,106 | $4.6M |
| Sunbelt Securities, Inc. | 0.29% | Add +5.0% | 138,025 | $4.5M |
| Upper Left Wealth Management, LLC | 2.63% | Reduce -8.6% | 135,096 | $4.5M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +7.0% | 134,122 | $4.4M |
| Jacobs Equity LLC | 3.92% | Reduce -3.7% | 118,759 | $4.4M |
| White & Co Financial Planning Inc | 3.07% | Add +1.8% | 132,615 | $4.4M |
| Gleason Group, Inc. | 0.43% | Add +19.1% | 131,890 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +1.5% | 129,005 | $4.3M |
| Ethos Financial Group, LLC | 0.31% | Add +4.0% | 128,841 | $4.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +6.6% | 128,792 | $4.2M |
| Mission Wealth Management, LP | 0.09% | Reduce -16.9% | 128,247 | $4.2M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -1.6% | 118,151 | $4.2M |
| Debussy Capital Management LP | 0.57% | Add +0.9% | 126,019 | $4.2M |
| Christensen, King & Associates Investment Services, Inc. | 1.78% | Reduce -0.1% | 125,915 | $4.1M |
| Creekside Partners | 1.69% | Add +0.1% | 124,396 | $4.1M |
| Sightline Wealth Advisors, LLC | 1.71% | Reduce -13.1% | 122,947 | $4.1M |
| Bishop & Co Investment Management, LLC | 1.38% | Reduce -12.9% | 121,813 | $4.0M |
| RKL Wealth Management LLC | 0.36% | Reduce -12.0% | 120,166 | $4.0M |
| Asset Allocation Strategies LLC | 0.70% | Add +1.6% | 119,799 | $3.9M |
| Cape Investment Advisory, Inc. | 1.30% | Add +0.1% | 118,998 | $3.9M |
| Seek First Inc. | 2.74% | Add +6.3% | 117,980 | $3.9M |
| Quantinno Capital Management LP | 0.01% | Add +28.5% | 117,395 | $3.9M |
| Cascade Financial Partners, LLC | 0.40% | Reduce -1.3% | 116,984 | $3.9M |
| Diversified Enterprises, LLC | 0.21% | Add +69.6% | 116,855 | $3.9M |
| WealthShield Partners, LLC | 0.43% | Reduce -3.2% | 115,989 | $3.8M |
| Stonekeep Investments, LLC | 2.44% | Reduce -0.6% | 114,007 | $3.8M |
| ZynergyRetirementPlanningLLC | 2.26% | Reduce -4.3% | 113,577 | $3.7M |
| Betterment LLC | 0.01% | Add +6.9% | 112,696 | $3.7M |
| TPG Advisors LLC | 2.31% | Add +21.0% | 112,342 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +2.5% | 111,667 | $3.7M |
| Pioneer Wealth Management Group | 1.03% | Add +0.4% | 111,448 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.30% | Reduce -1.6% | 109,090 | $3.6M |
| Myecfo, LLC | 1.50% | Reduce -1.1% | 108,701 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +16.1% | 106,517 | $3.5M |
| Fort Point Capital Partners LLC | 0.46% | Reduce -0.1% | 105,723 | $3.5M |
| Kathmere Capital Management, LLC | 0.21% | Reduce -0.4% | 105,097 | $3.5M |
| Destination Wealth Management | 0.09% | Reduce -2.8% | 103,570 | $3.4M |
| Sollinda Capital Management LLC | 0.79% | Add +10.7% | 99,172 | $3.3M |
| Arnold Financial Planning LLC | 3.04% | Add +13.6% | 98,740 | $3.3M |
| Stevens Capital Partners | 0.78% | Add +64.5% | 98,662 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 98,658 | $3.3M |
| Omega Financial Group, LLC | 1.07% | Reduce -3.6% | 98,531 | $3.2M |
| Dakota Wealth Management | 0.07% | Reduce -5.8% | 98,053 | $3.2M |
| Lee Financial Co | 0.45% | Reduce -0.0% | 97,683 | $3.2M |
| North Forty Two & Co. | 2.97% | Add +10.1% | 97,585 | $3.2M |
| Koesten, Hirschmann & Crabtree, INC. | 1.56% | Add +0.1% | 97,436 | $3.2M |
| Hamilton Capital, LLC | 0.17% | Add +11.7% | 97,321 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +48.7% | 97,230 | $3.2M |
| BCK Partners, Inc. | 1.72% | Reduce -0.6% | 96,524 | $3.2M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -0.7% | 95,378 | $3.1M |
| AQR Capital Management | 0.00% | Add +48.1% | 92,081 | $3.0M |
| Curbstone Financial Management Corp | 0.58% | Add +0.3% | 91,744 | $3.0M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -1.5% | 89,755 | $3.0M |
| Orcam Financial Group | 2.07% | Reduce -1.3% | 88,569 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Add +2.7% | 87,436 | $2.9M |
| Ifrah Financial Services, Inc. | 0.76% | Reduce -1.2% | 87,428 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.5% | 87,213 | $2.9M |
| Accurate Wealth Management, LLC | 0.34% | Reduce -23.8% | 82,786 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.7% | 84,970 | $2.8M |
| Hengehold Capital Management LLC | 0.24% | Reduce -0.6% | 84,835 | $2.8M |
| Holistic Financial Partners | 1.03% | Add +3.2% | 84,113 | $2.8M |
| Bluespring Wealth Management, LLC | 0.23% | Add +5.2% | 82,400 | $2.7M |
| Howard Financial Services, LTD. | 0.30% | Reduce -0.2% | 81,752 | $2.7M |
| Asset Management Group, Inc. | 0.43% | No change | 80,922 | $2.7M |
| FAS Wealth Partners, Inc. | 0.16% | Reduce -6.3% | 80,219 | $2.6M |
| Chesapeake Wealth Management | 0.80% | Add +2.0% | 78,778 | $2.6M |
| Etesian Wealth Advisors, Inc. | 0.82% | Add +1.6% | 78,339 | $2.6M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -12.6% | 78,319 | $2.6M |
| MBE Wealth Management, LLC | 1.07% | Reduce -1.7% | 78,016 | $2.6M |
| Tortoise Investment Management, LLC | 0.21% | Add +3.7% | 77,920 | $2.6M |
| Arcataur Capital Management LLC | 0.71% | Reduce -3.0% | 77,768 | $2.6M |
| Lodestar Private Asset Management LLC | 0.25% | Add +6.6% | 77,492 | $2.6M |
| Williams Financial, LLC | 1.46% | Reduce -0.6% | 76,291 | $2.5M |
| Walkner Condon Financial Advisors LLC | 0.33% | Add +6.0% | 75,699 | $2.5M |
| Hancock Whitney Corp. | 0.04% | Add +1.1% | 69,231 | $2.5M |
| Goldstone Financial Group, LLC | 0.27% | Reduce -4.5% | 75,131 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +257.8% | 73,849 | $2.4M |
| Nikulski Financial, Inc. | 0.60% | Add +6.6% | 73,824 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -6.3% | 73,784 | $2.4M |
| Allen Capital Group, LLC | 0.22% | Add +6.0% | 72,869 | $2.4M |
| CoreCap Advisors, LLC | 0.08% | Add +21.8% | 72,652 | $2.4M |
| Ritholtz Wealth Management | 0.04% | Reduce -2.3% | 71,850 | $2.4M |
| Oakwell Private Wealth Management, LLC | 0.41% | No change | 70,151 | $2.3M |
| World Investment Advisors | 0.04% | Add +1.3% | 69,837 | $2.3M |
| HUB Investment Partners, LLC | 0.06% | Add +919.0% | 69,076 | $2.3M |
| Roberts Wealth Advisors, LLC | 0.58% | No change | 69,055 | $2.3M |
| Avior Wealth Management, LLC | 0.06% | Add +3.1% | 69,003 | $2.3M |
| CAP Partners, LLC | 1.25% | Add +11.1% | 67,415 | $2.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.24% | Add +8.3% | 66,603 | $2.2M |
| Soltis Investment Advisors LLC | 0.14% | Add +31.6% | 66,594 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Add +3.7% | 66,382 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.7% | 66,141 | $2.2M |
| Integrity Alliance, Llc. | 0.08% | Reduce -6.1% | 65,785 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +106.8% | 65,429 | $2.2M |
| Blankinship & Foster, LLC | 0.47% | Reduce -0.2% | 63,954 | $2.1M |
| Breakwater Investment Management | 0.78% | Reduce -10.7% | 63,897 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.0% | 63,650 | $2.1M |
| Heirloom Wealth Management | 0.38% | New | 63,247 | $2.1M |
| Indie Asset Partners, LLC | 2.34% | Add +25.5% | 62,388 | $2.1M |
| WorthPointe, LLC | 0.55% | Add +120.8% | 61,540 | $2.0M |
| Up Strategic Wealth Investment Advisors LLC | 1.27% | Reduce -1.5% | 55,104 | $2.0M |
| Fifth Third Bancorp | 0.00% | Add +113.4% | 60,259 | $2.0M |
| Payne Capital LLC | 1.82% | Add +35.6% | 60,176 | $2.0M |
| West Paces Advisors Inc. | 0.38% | Add +2.5% | 60,022 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +12.3% | 58,972 | $1.9M |
| Thompson Investment Management, Inc. | 0.25% | Add +2.5% | 58,953 | $1.9M |
| Anchor Investment Management, LLC | 0.16% | Reduce -0.5% | 58,952 | $1.9M |
| Winthrop Capital Management, LLC | 0.50% | Reduce -1.3% | 58,919 | $1.9M |
| James J. Burns & Company, LLC | 0.26% | Reduce -2.8% | 58,157 | $1.9M |
| Continental Investors Services, Inc. | 1.80% | Add +36.1% | 51,875 | $1.9M |
| Ami Investment Management Inc. | 0.43% | Reduce -5.6% | 57,777 | $1.9M |
| Valued Wealth Advisors LLC | 0.77% | Add +151.4% | 57,674 | $1.9M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.5% | 57,429 | $1.9M |
| Embree Financial Group | 0.22% | Reduce -11.3% | 57,185 | $1.9M |
| Allworth Financial LP | 0.01% | Add +2.3% | 56,703 | $1.9M |
| Veridan Wealth LLC | 0.70% | Add +3.3% | 56,256 | $1.9M |
| Meramec Financial Planners, LLC | 0.71% | Reduce -11.9% | 49,868 | $1.8M |
| Bell Investment Advisors, Inc | 0.27% | Add +3.1% | 51,999 | $1.7M |
| Passive Capital Management, LLC. | 0.51% | Reduce -0.8% | 51,938 | $1.7M |
| Tenret Co LLC | 0.82% | Add +0.7% | 51,789 | $1.7M |
| Econ Financial Services Corp | 0.79% | New | 51,657 | $1.7M |
| Bailard, Inc. | 0.04% | Add +2.0% | 51,335 | $1.7M |
| Nalls Sherbakoff Group, LLC | 1.24% | Add +0.6% | 51,135 | $1.7M |
| Elevated Financial Group LLC | 0.54% | Reduce -2.9% | 49,532 | $1.6M |
| Clay Northam Wealth Management, LLC | 0.90% | Add +2.1% | 48,556 | $1.6M |
| Rialto Wealth Management, LLC | 0.36% | Add +0.5% | 48,335 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -4.3% | 48,223 | $1.6M |
| Brighton Jones LLC | 0.03% | New | 47,872 | $1.6M |
| Foster Group, Inc. | 0.05% | Add +12.9% | 47,307 | $1.6M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 47,130 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.6% | 46,662 | $1.5M |
| Athena Investment Management | 0.80% | Add +0.2% | 46,564 | $1.5M |
| Renaissance Technologies | 0.00% | New | 46,200 | $1.5M |
| Noble Family Wealth, LLC | 0.31% | Add +0.1% | 46,073 | $1.5M |
| Moneywise, Inc. | 0.65% | Add +27.1% | 45,408 | $1.5M |
| James Investment Research, Inc. | 0.17% | Add +7.8% | 44,919 | $1.5M |
| Principal Financial Group Inc. | 0.00% | New | 44,627 | $1.5M |
| Roundview Capital LLC | 0.09% | Add +5.1% | 44,533 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -12.0% | 44,064 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +12.8% | 43,257 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | Reduce -3.8% | 43,070 | $1.4M |
| Greenline Partners, LLC | 0.15% | Add +0.2% | 42,893 | $1.4M |
| Diversified Trust Co. | 0.03% | Reduce -41.4% | 42,772 | $1.4M |
| Armor Investment Advisors, LLC | 0.51% | Reduce -9.3% | 42,724 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.2% | 42,668 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Reduce -5.9% | 42,572 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Add +19.1% | 42,453 | $1.4M |
| FSM Wealth Advisors, LLC | 0.18% | Add +11.4% | 42,431 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +266.2% | 42,329 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -1.7% | 41,984 | $1.4M |
| Values Added Financial LLC | 0.58% | Add +3.6% | 41,502 | $1.4M |
| Alpha Omega Wealth Management LLC | 0.22% | Add +0.1% | 41,372 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +58.6% | 41,181 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -4.8% | 41,137 | $1.4M |
| Kiley Juergens Wealth Management, LLC | 0.24% | Add +4.2% | 40,577 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Reduce -0.0% | 40,414 | $1.3M |
| Disciplined Investors, L.L.C. | 0.79% | Add +5.6% | 40,120 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -51.2% | 40,108 | $1.3M |
| Financial Solutions Advisory Group, Inc. | 0.18% | — | 40,103 | $1.3M |
| Lyell Wealth Management, LP | 0.10% | Add +19.8% | 39,940 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +362.9% | 39,774 | $1.3M |
| Ironwood Investment Management LLC | 0.54% | Add +381.3% | 39,470 | $1.3M |
| Trust Point Inc. | 0.11% | No change | 39,468 | $1.3M |
| Windward Private Wealth Management Inc. | 0.45% | Reduce -0.9% | 39,330 | $1.3M |
| Madden Advisory Services, Inc. | 0.51% | Add +0.1% | 39,010 | $1.3M |
| OLIO Financial Planning | 0.35% | Reduce -2.8% | 38,742 | $1.3M |
| Vise Technologies, Inc. | 0.02% | No change | 38,779 | $1.3M |
| Emerald Advisors, LLC | 0.16% | Reduce -0.5% | 38,402 | $1.3M |
| Ignite Planners, LLC | 0.19% | Reduce -2.2% | 37,999 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.75% | Add +9.2% | 37,660 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.15% | Reduce -5.7% | 37,551 | $1.2M |
| Alaska Wealth Advisors, LLC | 0.15% | Add +15.9% | 37,362 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.34% | Reduce -1.7% | 37,353 | $1.2M |
| Ironwood Wealth Management, LLC. | 0.35% | Reduce -0.7% | 37,289 | $1.2M |
| BCS Wealth Management | 0.25% | Reduce -51.9% | 37,178 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +1.7% | 36,414 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 36,000 | $1.2M |
| FF Advisors,LLC | 0.48% | Add +84.0% | 33,624 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +43.9% | 35,836 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Add +3.9% | 35,729 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -3.1% | 35,568 | $1.2M |
| TRUE Private Wealth Advisors | 0.11% | New | 35,385 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -4.2% | 35,273 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.4% | 32,586 | $1.2M |
| Sage Financial Group Inc. | 0.08% | Add +46.2% | 35,263 | $1.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -10.2% | 35,238 | $1.2M |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -0.3% | 35,051 | $1.2M |
| Global Financial Private Client, LLC | 0.38% | Reduce -0.8% | 35,022 | $1.2M |
| Cahill Financial Advisors Inc. | 0.12% | No change | 34,861 | $1.1M |
| L.K. Benson & Company, P.C. | 0.38% | No change | 34,839 | $1.1M |
| Cambridge Financial Group, LLC | 0.39% | Reduce -55.6% | 34,601 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Add +2.9% | 34,435 | $1.1M |
| WJ Financial Advisors LLC | 0.90% | Add +13.9% | 34,009 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.25% | Add +1.6% | 33,499 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.51% | Add +5.6% | 33,162 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +17.1% | 33,270 | $1.1M |
| Sunburst Financial Group, LLC | 0.21% | Reduce -9.6% | 33,024 | $1.1M |
| LVW Advisors, LLC | 0.11% | New | 32,843 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -6.2% | 32,760 | $1.1M |
| Tradition Wealth Management, LLC | 0.08% | Add +0.6% | 32,347 | $1.1M |
| Smith Partners Wealth Management, LLC | 0.95% | Add +91.3% | 32,108 | $1.1M |
| Whitcomb & Hess, Inc. | 0.25% | Add +2.0% | 31,888 | $1.1M |
| Fortis Capital Advisors, LLC | 0.14% | Add +5.2% | 31,833 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +5.2% | 31,833 | $1.0M |
| Fort Vancouver Investment Management, LLC | 0.53% | Reduce -0.0% | 31,584 | $1.0M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 31,160 | $1.0M |
| Element Wealth, LLC | 0.42% | Add +1.4% | 31,101 | $1.0M |
| Navigation Wealth Management, Inc. | 3.67% | Reduce -3.6% | 30,868 | $1.0M |
| Blair William & Co. | 0.00% | Add +22.3% | 30,714 | $1.0M |
| M1 Capital Management LLC | 0.46% | Add +4.1% | 30,358 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -43.9% | 30,194 | $995K |
| Tower Bridge Advisors | 0.10% | New | 30,052 | $990K |
| Brooklyn Investment Group | 0.03% | Add +42.9% | 29,699 | $979K |
| American Investment Services, Inc. | 0.22% | No change | 29,486 | $972K |
| Morling Financial Advisors, LLC | 0.30% | No change | 29,392 | $968K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 29,259 | $964K |
| Csenge Advisory Group | 0.04% | Add +6.0% | 29,118 | $959K |
| FinDec Wealth Services, Inc. | 1.17% | No change | 29,017 | $956K |
| Merit Financial Group, LLC | 0.01% | Add +4.9% | 28,961 | $954K |
| Phil A. Younker & Associates, Ltd. | 0.63% | Add +13.9% | 28,669 | $945K |
| Fearless Solutions, LLC dba Best Invest | 0.57% | Reduce -3.4% | 28,660 | $944K |
| Sei Investments Co. | 0.00% | Add +0.3% | 28,634 | $943K |
| Balboa Wealth Partners | 0.16% | Add +7.9% | 28,241 | $931K |
| CIBC Bancorp USA Inc. | 0.00% | — | 28,137 | $927K |
| Smartleaf Asset Management LLC | 0.03% | Add +14.5% | 28,937 | $923K |
| Watershed Private Wealth LLC | 0.29% | Reduce -0.6% | 27,988 | $922K |
| Citadel Advisors | 0.00% | Reduce -97.5% | 27,633 | $911K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.1% | 27,545 | $908K |
| Westmount Partners, LLC | 0.22% | No change | 27,508 | $906K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -1.1% | 27,256 | $898K |
| CVA Family Office, LLC | 0.09% | Add +0.2% | 26,978 | $889K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -9.6% | 26,904 | $886K |
| RFG Advisory, LLC | 0.02% | Add +12.6% | 26,860 | $885K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -1.3% | 26,785 | $883K |
| Whittier Trust Co. | 0.01% | No change | 26,631 | $877K |
| Cwm, LLC | 0.00% | Reduce -27.6% | 26,437 | $871K |
| Everhart Financial Group, Inc. | 0.07% | Add +2.4% | 26,265 | $865K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -5.9% | 26,191 | $863K |
| Kearns & Associates LLC | 0.46% | Add +1.2% | 26,148 | $862K |
| OneAscent Financial Services LLC | 0.05% | Add +0.1% | 26,060 | $859K |
| First Manhattan Co. Llc. | 0.00% | Add +12.3% | 25,696 | $847K |
| Coldstream Capital Management Inc. | 0.01% | Add +29.2% | 25,485 | $840K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 25,428 | $838K |
| Firestone Capital Management | 0.17% | No change | 25,389 | $837K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.1% | 25,371 | $836K |
| WLTH Capital Management, LLC | 0.65% | Reduce -0.1% | 25,065 | $826K |
| Tempus Wealth Planning, LLC | 0.19% | Add +1.2% | 24,611 | $811K |
| Murphy & Mullick Capital Management Corp | 0.60% | Reduce -0.6% | 24,555 | $809K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.4% | 24,411 | $804K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.37% | Add +16.9% | 24,242 | $799K |
| Fonville Wealth Management LLC | 0.15% | Reduce -0.2% | 24,238 | $799K |
| Harbour Investments, Inc. | 0.01% | Add +131.3% | 24,199 | $797K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -19.1% | 24,135 | $795K |
| Summit Financial Strategies, Inc. | 0.06% | Add +83.6% | 24,077 | $793K |
| Sigma Planning Corp | 0.02% | Reduce -5.5% | 23,995 | $791K |
| Broadview Financial Management, LLC | 0.54% | Reduce -11.8% | 23,899 | $787K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -1.4% | 23,792 | $784K |
| FFT Wealth Management LLC | 0.14% | No change | 23,753 | $783K |
| HHM Wealth Advisors, LLC | 0.09% | Reduce -0.7% | 23,334 | $769K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.4% | 23,119 | $762K |
| MCF Advisors LLC | 0.03% | No change | 22,695 | $748K |
| Asset Dedication, LLC | 0.05% | Add +0.2% | 22,687 | $748K |
| Commerce Bank | 0.00% | No change | 22,663 | $747K |
| Aspen Investment Management Inc | 0.23% | Add +2.3% | 22,497 | $741K |
| Vawter Financial, Ltd. | 0.31% | Reduce -22.0% | 22,445 | $740K |
| Avant Financial Advisors LLC | 0.52% | Add +7.1% | 22,334 | $736K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.2% | 21,992 | $725K |
| FC Advisory LLC | 0.21% | Add +0.1% | 21,826 | $719K |
| Parsonex Advisory Services, Inc. | 0.70% | Reduce -7.8% | 21,665 | $714K |
| Falcon Wealth Planning | 0.05% | Add +8.0% | 21,496 | $708K |
| Simplicity Wealth,LLC | 0.04% | Reduce -35.0% | 21,011 | $692K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | No change | 20,963 | $691K |
| Balefire, LLC | 0.13% | Add +4.0% | 20,890 | $688K |
| Rehmann Capital Advisory Group | 0.04% | Add +41.0% | 20,703 | $682K |
| Bullock Wealth Management Group | 0.34% | Add +1.3% | 20,503 | $677K |
| Aegis Wealth Management LLC | 0.39% | Reduce -1.0% | 20,463 | $674K |
| Bcwm, LLC | 0.19% | Reduce -7.3% | 20,361 | $671K |
| Apella Capital, LLC | 0.01% | Add +11.6% | 18,553 | $668K |
| River's Edge Wealth Management, LLC | 0.61% | Reduce -1.9% | 18,212 | $653K |
| Directional Asset Management | 0.60% | No change | 19,813 | $653K |
| Summit Financial, LLC | 0.01% | Reduce -4.9% | 19,718 | $650K |
| Worth Asset Management, LLC | 0.24% | Add +12.5% | 19,660 | $648K |
| Fiduciary Alliance LLC | 0.04% | New | 18,269 | $646K |
| HORAN Wealth, LLC | 0.06% | Add +8.1% | 19,597 | $646K |
| Bourgeon Capital Management LLC | 0.11% | Reduce -22.8% | 19,563 | $645K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -7.4% | 19,525 | $643K |
| IF Advisors, LLC | 0.45% | Reduce -0.0% | 19,402 | $639K |
| Keyvantage Wealth, LLC | 0.28% | Reduce -39.9% | 19,266 | $635K |
| Rosenberg Matthew Hamilton | 0.13% | No change | 19,233 | $634K |
| Reston Wealth Management LLC | 0.19% | Add +7.8% | 19,199 | $633K |
| Advyzon Investment Management, LLC | 0.06% | Add +23.7% | 19,093 | $629K |
| Fisher Asset Management | 0.00% | Add +133.4% | 18,797 | $619K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.0% | 18,753 | $618K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -3.8% | 18,663 | $615K |
| Wealthfront Advisers LLC | 0.00% | Add +5.6% | 18,336 | $604K |
| PDS Planning, Inc | 0.04% | Add +1.2% | 18,288 | $603K |
| Rothschild Wealth LLC | 0.05% | Reduce -5.5% | 18,072 | $595K |
| Abacus Planning Group, Inc. | 0.08% | Add +3.3% | 18,054 | $595K |
| Orographic Financial Advisors, LLC | 0.42% | — | 18,048 | $594K |
| United Advisor Group, LLC | 0.07% | Add +22.3% | 17,997 | $593K |
| Sachetta, LLC | 0.32% | Reduce -0.4% | 17,976 | $592K |
| Evensky & Katz LLC | 0.03% | Reduce -10.6% | 17,854 | $588K |
| BWM Planning, LLC | 0.15% | No change | 17,828 | $587K |
| 3 Factor Indexing, LLC | 0.55% | — | 17,826 | $587K |
| Elser Financial Planning, Inc | 0.03% | Reduce -8.0% | 17,821 | $581K |
| Capital Planning LLC | 0.19% | Add +54.5% | 17,630 | $581K |
| Coastwise Capital Group, LLC | 0.32% | Reduce -5.2% | 17,408 | $574K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -50.7% | 17,358 | $572K |
| Argos Wealth Advisors, LLC | 0.16% | Reduce -37.8% | 17,273 | $569K |
| Clarity Capital Advisors, LLC | 0.26% | No change | 17,178 | $566K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -0.6% | 17,065 | $562K |
| Amicus Financial Advisors, LLC | 0.15% | Add +0.4% | 17,011 | $561K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 16,845 | $555K |
| Victrix Investment Advisors | 0.20% | Add +7.8% | 16,790 | $553K |
| One Capital Management, LLC | 0.02% | Add +7.5% | 16,770 | $553K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.8% | 16,714 | $551K |
| Modus Advisors, LLC | 0.15% | No change | 16,703 | $550K |
| Act Wealth Management, LLC | 0.18% | Add +1.1% | 16,645 | $548K |
| Brown Advisory Inc. | 0.00% | Reduce -3.1% | 16,626 | $548K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -0.7% | 16,395 | $540K |
| Medallion Wealth Advisors, LLC | 0.18% | Add +7.6% | 16,309 | $537K |
| NorthRock Partners, LLC | 0.01% | Reduce -12.0% | 16,285 | $537K |
| Curtis Advisory Group, LLC | 0.12% | Reduce -77.8% | 16,202 | $534K |
| Blossom Wealth Management | 0.79% | New | 16,186 | $533K |
| National Wealth Management Group, LLC | 0.20% | New | 16,111 | $531K |
| Wilson & Boucher Capital Management, LLC | 0.35% | No change | 16,107 | $531K |
| Laraway Financial Advisors Inc | 0.37% | Reduce -6.9% | 15,969 | $526K |
| Ieq Capital, LLC | 0.00% | Add +11.9% | 15,914 | $524K |
| Sfmg, LLC | 0.04% | No change | 15,858 | $523K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -12.5% | 15,810 | $521K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +92.0% | 15,806 | $521K |
| SYM FINANCIAL Corp | 0.05% | Reduce -8.7% | 15,669 | $516K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -1.5% | 14,421 | $509K |
| Red Door Wealth Management, LLC | 0.05% | No change | 15,360 | $506K |
| Choreo, LLC | 0.01% | Reduce -5.7% | 15,300 | $504K |
| OFS Enterprise LLC | 0.15% | — | 15,247 | $502K |
| Sterling Financial Planning, Inc. | 0.15% | Reduce -1.4% | 15,020 | $495K |
| Granite Islands Private Wealth, LLC | 0.45% | Add +5.6% | 14,953 | $493K |
| Strive Financial Group ,LLC | 0.26% | Add +23.9% | 14,889 | $491K |
| Abound Wealth Management | 0.11% | Add +2.2% | 14,870 | $490K |
| Seeds Investor LLC | 0.07% | New | 13,791 | $487K |
| Sachem Hill LLC | 0.09% | Reduce -1.1% | 14,731 | $485K |
| CDKV Holdings LLC | 0.42% | Add +16.6% | 14,625 | $482K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.8% | 14,622 | $482K |
| Evermay Wealth Management LLC | 0.05% | Reduce -1.3% | 14,603 | $481K |
| Modern Wealth Management, LLC | 0.01% | Reduce -12.1% | 14,506 | $479K |
| Sheets Smith Wealth Management | 0.05% | Reduce -0.4% | 14,478 | $477K |
| Smart Portfolios, LLC | 0.47% | Reduce -0.5% | 14,420 | $475K |
| Gradient Capital Advisors, LLC | 0.12% | Reduce -0.9% | 14,400 | $474K |
| LOM Asset Management Ltd | 0.14% | Add +25.8% | 14,335 | $472K |
| Livet Wealth, LLC | 0.30% | Reduce -0.3% | 14,302 | $471K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.4% | 14,280 | $471K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.1% | 14,243 | $469K |
| Range Advisory, LLC | 0.09% | Add +1.7% | 14,241 | $469K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.3% | 14,199 | $468K |
| Zhang Financial LLC | 0.02% | Add +86.5% | 14,142 | $466K |
| Facet Wealth, Inc. | 0.01% | Add +57.7% | 14,105 | $465K |
| Lido Advisors, LLC | 0.00% | Reduce -11.5% | 14,043 | $463K |
| Geometric Wealth Advisors | 0.06% | Add +6.4% | 14,026 | $462K |
| Foster & Motley Inc. | 0.02% | Reduce -12.4% | 13,953 | $460K |
| Retirement Planning Group, LLC | 0.01% | Reduce -2.2% | 13,947 | $460K |
| Birchwood Financial Partners, Inc. | 0.44% | No change | 13,898 | $458K |
| Gambit Capital Management, LLC | 0.33% | Reduce -14.8% | 13,872 | $457K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.15% | Reduce -2.1% | 13,768 | $454K |
| Evanson Asset Management, LLC | 0.02% | Reduce -4.5% | 13,602 | $448K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -9.9% | 13,592 | $448K |
| Portside Wealth Group, LLC | 0.06% | New | 13,563 | $447K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -8.7% | 13,446 | $443K |
| Daybright Advisory Services, Inc. | 0.12% | New | 13,299 | $438K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.0% | 13,294 | $438K |
| Van Strum & Towne Inc. | 0.13% | Add +5.7% | 13,261 | $437K |
| &partners | 0.00% | Add +108.0% | 13,254 | $437K |
| Yoffe Investment Management, LLC | 0.56% | No change | 13,228 | $436K |
| PFG Advisors | 0.02% | Reduce -1.2% | 13,146 | $433K |
| Pflug Koory, LLC | 0.20% | Add +0.8% | 13,105 | $432K |
| Stillwater Private Wealth, LLC | 0.36% | — | 12,903 | $425K |
| Hardin Capital Partners, LLC | 0.20% | Add +4.3% | 12,780 | $421K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.5% | 12,733 | $420K |
| SWS Partners | 0.10% | Reduce -2.1% | 12,707 | $419K |
| Sunesis Advisors, LLC | 0.19% | No change | 12,698 | $418K |
| Apeiron RIA LLC | 0.10% | Reduce -0.9% | 12,684 | $418K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.3% | 12,455 | $412K |
| Cooke Wealth Management, LLC | 0.36% | Reduce -6.2% | 12,488 | $411K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -62.0% | 12,378 | $408K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.7% | 12,371 | $408K |
| Ancora Advisors LLC | 0.01% | Reduce -0.5% | 12,344 | $407K |
| Appleton Partners Inc. | 0.03% | Add +3.3% | 12,273 | $404K |
| Compound Planning, Inc. | 0.01% | Add +10.6% | 12,243 | $403K |
| Alteri Wealth LLC | 0.13% | Reduce -4.5% | 12,239 | $403K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.9% | 12,214 | $402K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -10.8% | 12,179 | $401K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 12,234 | $401K |
| Comprehensive Money Management Services LLC | 0.26% | No change | 12,133 | $400K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -14.0% | 11,959 | $394K |
| Warwick Investment Management, Inc. | 0.06% | Add +1.1% | 11,929 | $393K |
| Tru Independence Asset Management 2, LLC | 0.24% | No change | 11,910 | $392K |
| Motive Wealth Advisors | 0.18% | Reduce -13.7% | 11,819 | $389K |
| ETF Store, Inc. | 0.38% | Add +22.7% | 11,736 | $387K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 11,729 | $386K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.0% | 11,346 | $374K |
| Aspiring Ventures, LLC | 0.13% | Reduce -7.4% | 11,299 | $372K |
| Front Row Advisors LLC | 0.13% | Add +9.7% | 11,244 | $370K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -4.4% | 11,219 | $370K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +2.5% | 11,172 | $368K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Reduce -30.2% | 11,151 | $367K |
| Capital Investment Advisors, LLC | 0.01% | Add +46.2% | 11,110 | $366K |
| EJMK Ventures LLC | 0.20% | Reduce -32.2% | 11,106 | $366K |
| First Growth Capital LLC | 0.33% | No change | 11,062 | $365K |
| Gilbert & Cook, Inc. | 0.05% | No change | 11,030 | $363K |
| BSW Wealth Partners | 0.04% | Add +8.2% | 11,013 | $363K |
| Old National Bancorp | 0.01% | No change | 10,985 | $362K |
| Bfsg, LLC | 0.03% | Reduce -1.0% | 10,965 | $361K |
| Larson Financial Group LLC | 0.01% | Reduce -24.4% | 10,951 | $361K |
| Private Capital Management, LLC | 0.04% | Add +19.5% | 10,811 | $356K |
| Paragon Private Wealth Management, LLC | 0.11% | Reduce -4.1% | 10,704 | $353K |
| Empirical Asset Management, LLC | 0.09% | Add +2.7% | 10,677 | $352K |
| Sovran Advisors, LLC | 0.03% | Add +16.8% | 9,769 | $350K |
| Arbor Trust Wealth Advisors, LLC | 0.15% | Add +0.7% | 10,601 | $349K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -27.5% | 10,573 | $348K |
| SHP Wealth Management | 0.03% | Reduce -35.3% | 10,572 | $348K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 10,432 | $344K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -0.3% | 10,416 | $343K |
| Thrive Wealth Management, LLC | 0.05% | Add +5.4% | 10,405 | $343K |
| Bensler, LLC | 0.03% | Reduce -13.1% | 10,136 | $334K |
| Twele Capital Management, Inc. | 0.06% | Add +0.4% | 10,117 | $333K |
| MJT & Associates Financial Advisory Group, Inc. | 0.24% | No change | 10,073 | $332K |
| Waterford Advisors, LLC | 0.10% | Reduce -6.4% | 11,780 | $331K |
| Prairieview Wealth Partners, LLC | 0.27% | Reduce -0.5% | 9,971 | $329K |
| Schaeffer Financial LLC | 0.28% | No change | 9,944 | $328K |
| VSM Wealth Advisory, LLC | 0.10% | Add +1.8% | 9,931 | $327K |
| Trek Financial, LLC | 0.02% | New | 9,908 | $326K |
| Evergreen Capital Management LLC | 0.01% | No change | 9,899 | $326K |
| Argent Trust Co | 0.01% | No change | 9,864 | $325K |
| Gilpin Wealth Management, LLC | 0.26% | Add +0.5% | 9,810 | $323K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 9,728 | $321K |
| AE Wealth Management LLC | 0.00% | Add +8.0% | 9,699 | $320K |
| Richardson Capital Management LLC | 0.15% | No change | 9,592 | $316K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 9,456 | $312K |
| Plancorp, LLC | 0.01% | Reduce -0.5% | 8,974 | $310K |
| Downshift Financial, LLC | 0.16% | Add +4.1% | 8,682 | $306K |
| Triton Financial Group Inc | 0.53% | New | 9,258 | $304K |
| Global Strategic Investment Solutions, LLC | 0.03% | Reduce -4.5% | 9,200 | $303K |
| Steelhead Wealth Management LLC | 0.15% | — | 9,199 | $303K |
| RCW Management, LLC | 0.31% | Add +0.1% | 9,178 | $302K |
| Vermillion Wealth Management, Inc. | 0.12% | Reduce -0.7% | 9,104 | $300K |
| Great Waters Wealth Management | 0.03% | Reduce -4.7% | 9,101 | $300K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 9,089 | $299K |
| Integrated Advisors Network LLC | 0.02% | Reduce -12.0% | 9,089 | $299K |
| Signaturefd, LLC | 0.00% | Reduce -12.9% | 9,034 | $298K |
| DV Trading LLC | 0.03% | New | 9,000 | $297K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 8,936 | $294K |
| Sterling Investment Management, LLC | 0.18% | Add +0.2% | 8,897 | $293K |
| Guardian Wealth Advisors, LLC | 0.17% | Add +1.4% | 8,833 | $291K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -5.3% | 8,811 | $290K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 8,803 | $290K |
| Insigneo Advisory Services, LLC | 0.02% | New | 8,679 | $286K |
| Stirlingshire Investments, Inc. | 0.25% | Add +6.5% | 8,675 | $286K |
| Riversedge Advisors, LLC | 0.05% | Reduce -5.3% | 8,608 | $284K |
| Focused Wealth Management, Inc | 0.03% | New | 8,602 | $283K |
| Glaxis Capital Management, LLC | 0.35% | No change | 8,588 | $283K |
| American Trust | 0.02% | Add +15.4% | 8,552 | $282K |
| Factor Wealth Management LTD | 0.05% | Add +14.4% | 8,547 | $282K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Reduce -18.5% | 8,486 | $280K |
| State Street Corp. | 0.00% | Reduce -18.5% | 8,486 | $280K |
| Planned Solutions, Inc. | 0.09% | Add +0.9% | 8,470 | $279K |
| Roble, Belko & Company, Inc | 0.04% | Reduce -26.6% | 8,467 | $279K |
| Pine Haven Investment Counsel, Inc | 0.20% | Add +1.2% | 8,422 | $278K |
| Snider Financial Group | 0.08% | Reduce -13.8% | 8,422 | $278K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.6% | 8,390 | $276K |
| Flower City Capital | 0.14% | No change | 8,388 | $276K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.5% | 8,380 | $276K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.3% | 8,349 | $275K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -5.3% | 8,324 | $274K |
| Fiducient Advisors LLC | 0.04% | Add +31.7% | 8,302 | $274K |
| Panoramic Investment Advisors, LLC | 0.15% | Add +5.9% | 8,276 | $273K |
| Marietta Investment Partners LLC | 0.05% | Reduce -10.1% | 8,259 | $272K |
| 71 West Capital Partners | 0.01% | New | 8,201 | $270K |
| Castleview Partners, LLC | 0.14% | Add +2.0% | 8,168 | $269K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -6.5% | 8,164 | $269K |
| Franklin Resources Inc. | 0.00% | No change | 8,160 | $269K |
| Unique Wealth, LLC | 0.04% | Add +8.6% | 8,153 | $269K |
| Integrity Wealth Partners, LLC | 0.24% | — | 8,150 | $269K |
| Sage Rhino Capital LLC | 0.05% | No change | 8,150 | $269K |
| Parkshore Wealth Management, Inc. | 0.09% | Reduce -3.2% | 8,129 | $268K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -12.5% | 8,127 | $268K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -2.5% | 8,082 | $266K |
| Red Reef Advisors LLC | 0.28% | Reduce -2.2% | 8,051 | $265K |
| Daytona Street Capital LLC | 0.20% | Add +23.7% | 7,921 | $263K |
| Private Trust Co. NA | 0.02% | Add +0.9% | 7,978 | $263K |
| Gill Capital Partners, LLC | 0.08% | No change | 7,975 | $263K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -25.3% | 7,974 | $263K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.1% | 7,939 | $262K |
| Cordant, Inc. | 0.11% | Reduce -6.0% | 7,907 | $261K |
| Stone Summit Wealth LLC | 0.07% | Reduce -2.4% | 7,822 | $258K |
| Freedom Investment Management, Inc. | 0.07% | Add +12.5% | 7,665 | $253K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.6% | 7,657 | $252K |
| SLT Holdings LLC | 0.18% | No change | 7,655 | $252K |
| Successful Portfolios LLC | 0.14% | Add +18.1% | 7,676 | $251K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -12.5% | 7,506 | $247K |
| Berger Financial Group, Inc | 0.01% | New | 7,495 | $247K |
| Evoke Wealth, LLC | 0.00% | New | 7,423 | $245K |
| Greenline Wealth Management LLC | 0.28% | New | 7,371 | $243K |
| DBK Financial Counsel, LLC | 0.18% | No change | 7,249 | $239K |
| YHB Investment Advisors, Inc. | 0.02% | Add +8.0% | 7,219 | $238K |
| Caprock Group, LLC | 0.01% | Reduce -4.0% | 7,151 | $236K |
| UMB Bank, n.a. | 0.00% | Add +208.7% | 7,146 | $235K |
| Global Assets Advisory, LLC | 0.07% | New | 9,182 | $235K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.3% | 7,094 | $234K |
| RHS Financial, LLC | 0.11% | Add +2.2% | 7,023 | $231K |
| Advisor OS, LLC | 0.02% | Add +3.0% | 6,959 | $229K |
| Owl Creek Wealth Partners LLC | 0.08% | — | 6,915 | $228K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.6% | 6,836 | $225K |
| Chapman Financial Group, LLC | 0.16% | Add +12.9% | 6,776 | $223K |
| Northwest Bancshares, Inc. | 0.04% | No change | 6,767 | $223K |
| Prudent Investors Network, Inc. | 0.05% | No change | 6,754 | $223K |
| Emergent Wealth Advisors, LLC | 0.13% | Reduce -1.1% | 6,739 | $222K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -7.8% | 6,737 | $222K |
| Elite Life Management LLC | 0.28% | New | 6,025 | $222K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.1% | 6,713 | $221K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -29.4% | 6,711 | $221K |
| Hamrick Investment Counsel, llc | 0.12% | Add +3250.0% | 6,700 | $221K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +0.1% | 6,694 | $221K |
| Cypress Wealth Services, LLC | 0.03% | New | 6,632 | $219K |
| Market Street Wealth Management Advisors LLC | 0.03% | No change | 6,609 | $218K |
| Diversify Wealth Management, LLC | 0.00% | New | 6,144 | $217K |
| Vilga Financial Planning LLC | 0.19% | No change | 6,571 | $217K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.7% | 6,517 | $215K |
| Private Wealth Management Group, LLC | 0.06% | Reduce -2.6% | 6,490 | $214K |
| Sterling Investment Advisors, Ltd. | 0.04% | New | 6,445 | $212K |
| Pacific Point Advisors, LLC | 0.11% | Reduce -6.2% | 6,441 | $212K |
| Carter Financial Group, INC. | 0.13% | Add +4.5% | 6,416 | $211K |
| Whalerock Point Partners, LLC | 0.04% | No change | 6,400 | $211K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $211K |
| Simon Quick Advisors, LLC | 0.01% | No change | 6,384 | $210K |
| Athena Wealth Management, LLC | 0.17% | Reduce -26.7% | 6,381 | $210K |
| Venture Visionary Partners LLC | 0.01% | Reduce -2.5% | 6,313 | $208K |
| Pacific Asset Management, LLC | 0.12% | No change | 6,312 | $208K |
| Radnor Capital Management, LLC | 0.03% | No change | 6,305 | $208K |
| Carolina Wealth Advisors, LLC | 0.09% | Reduce -8.9% | 6,293 | $207K |
| REDW Wealth LLC | 0.08% | No change | 6,284 | $207K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -20.6% | 6,279 | $207K |
| Cahaba Wealth Management, Inc. | 0.01% | New | 6,255 | $206K |
| CRA Financial Services, LLC | 0.03% | No change | 6,231 | $205K |
| Fell Capital Management | 0.20% | No change | 6,200 | $204K |
| Certior Financial Group, LLC | 0.13% | Reduce -12.9% | 6,156 | $203K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -8.8% | 6,128 | $202K |
| Empowered Funds, LLC | 0.00% | New | 6,128 | $202K |
| Pittenger & Anderson Inc. | 0.01% | No change | 6,098 | $201K |
| CGN Advisors LLC | 0.02% | Reduce -1.8% | 6,074 | $200K |
| Dunhill Financial, LLC | 0.05% | Add +1211.2% | 6,071 | $200K |
| Robinswood Financial LLC | 0.06% | Add +22.2% | 5,964 | $197K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -2.5% | 5,761 | $190K |
| Vanguard Advisers Inc. | 0.00% | — | 5,368 | $177K |
| Dorato Capital Management | 0.13% | No change | 5,075 | $175K |
| WFA of San Diego, LLC | 0.13% | Reduce -5.3% | 5,041 | $166K |
| Versant Capital Management, Inc | 0.02% | No change | 5,032 | $166K |
| Birchbrook, Inc. | 0.08% | No change | 4,966 | $164K |
| WealthCollab, LLC | 0.07% | Reduce -28.6% | 4,962 | $163K |
| Evolution Advisers, Inc. | 0.07% | Reduce -8.7% | 4,908 | $161K |
| Rossby Financial, LCC | 0.03% | Reduce -3.1% | 4,793 | $158K |
| Arlington Trust Co LLC | 0.01% | Reduce -47.3% | 4,775 | $157K |
| Bessemer Group Inc. | 0.00% | No change | 4,607 | $152K |
| Arax Advisory Partners | 0.00% | Add +100.7% | 4,601 | $152K |
| Howe & Rusling Inc. | 0.01% | Reduce -52.9% | 4,574 | $151K |
| SouthState Bank Corp | 0.01% | Add +13.0% | 4,409 | $145K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -2.9% | 4,147 | $137K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $136K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 4,116 | $136K |
| Crewe Advisors LLC | 0.01% | No change | 4,082 | $134K |
| Peterson Wealth Management | 0.08% | New | 4,077 | $134K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $132K |
| New Republic Capital, LLC | 0.04% | No change | 3,883 | $128K |
| Clear Investment Research, LLC | 0.20% | New | 3,882 | $128K |
| Assetmark, Inc. | 0.00% | Add +7.5% | 3,749 | $124K |
| Islay Capital Management, LLC | 0.06% | No change | 3,657 | $120K |
| Root Financial Partners, LLC | 0.01% | Reduce -13.0% | 3,554 | $117K |
| Colonial Trust Co / SC | 0.02% | No change | 3,500 | $115K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 3,362 | $111K |
| Piscataqua Savings Bank | 0.08% | Add +74.3% | 3,356 | $111K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $104K |
| Destiny Wealth Partners, LLC | 0.01% | New | 3,120 | $103K |
| Cascades Capital Asset Management, LLC | 0.04% | No change | 3,091 | $102K |
| Ascentis Independent Advisors | 0.01% | New | 3,066 | $101K |
| TD Private Client Wealth LLC | 0.00% | New | 2,994 | $99K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -12.1% | 2,984 | $98K |
| Fairway Wealth LLC | 0.03% | Add +511.8% | 2,955 | $97K |
| Comprehensive Financial Planning, Inc. | 0.07% | New | 2,884 | $95K |
| Newton One Investments LLC | 0.02% | No change | 2,764 | $91K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 2,699 | $89K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,678 | $88K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $88K |
| MeadowBrook Investment Advisors LLC | 0.08% | Reduce -6.2% | 2,655 | $87K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 2,631 | $87K |
| Burk Holdings LLC | 0.03% | New | 2,429 | $80K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,369 | $78K |
| Prudent Man Investment Management, Inc. | 0.03% | No change | 2,371 | $78K |
| HM Payson & Co. | 0.00% | Add +12.5% | 2,251 | $74K |
| Signature Resources Capital Management, LLC | 0.03% | Add +0.1% | 2,209 | $73K |
| Bayban | 0.06% | No change | 2,200 | $72K |
| Glassman Wealth Services | 0.01% | No change | 2,197 | $72K |
| Hurley Capital, LLC | 0.04% | No change | 2,107 | $69K |
| Hollencrest Capital Management | 0.00% | No change | 2,061 | $68K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,974 | $65K |
| Triumph Capital Management | 0.01% | Add +170.2% | 1,940 | $64K |
| Vanguard National Trust Co | 0.00% | — | 1,919 | $63K |
| National Bank of Canada | 0.00% | New | 1,809 | $59K |
| NBT Bank, N.A. | 0.00% | No change | 1,735 | $57K |
| Activest Wealth Management | 0.01% | No change | 1,640 | $54K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +3.2% | 1,605 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 1,560 | $51K |
| Phillips Financial Management, LLC | 0.00% | Reduce -27.9% | 1,558 | $51K |
| GS Investments, Inc. | 0.03% | No change | 1,535 | $51K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,505 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.3% | 1,431 | $47K |
| Tompkins Financial Corp. | 0.00% | No change | 1,358 | $45K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $43K |
| Your Advocates Ltd., LLP | 0.01% | No change | 1,260 | $42K |
| Align Financial, LLC | 0.02% | Reduce -97.0% | 1,235 | $41K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -10.0% | 1,220 | $40K |
| Spire Wealth Management | 0.00% | Reduce -13.6% | 1,213 | $40K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +18.7% | 1,144 | $38K |
| Hoey Investments, Inc. | 0.01% | Add +2.1% | 1,123 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,098 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,067 | $35K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,054 | $35K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,040 | $34K |
| Ameriflex Group, Inc. | 0.02% | New | 996 | $33K |
| Sound Income Strategies, LLC | 0.00% | No change | 937 | $31K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 891 | $29K |
| Financial Consulate, Inc. | 0.00% | Add +0.3% | 871 | $29K |
| Lodestone Wealth Management LLC | 0.01% | No change | 852 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 780 | $26K |
| Blue Trust, Inc. | 0.00% | No change | 746 | $25K |
| PFS Partners, LLC | 0.01% | No change | 739 | $24K |
| Cheviot Value Management, LLC | 0.00% | Add +12.0% | 720 | $24K |
| Whipplewood Advisors, LLC | 0.01% | Add +1.5% | 661 | $22K |
| JDM Financial Group LLC | 0.01% | No change | 617 | $20K |
| Blume Capital Management, Inc. | 0.00% | No change | 613 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 602 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 592 | $20K |
| True Wealth Design, LLC | 0.00% | New | 539 | $18K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 530 | $17K |
| American Capital Advisory, LLC | 0.01% | No change | 515 | $17K |
| Synergy Investment Management, LLC | 0.01% | New | 509 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 466 | $15K |
| Gladwyn Financial Advisors, Inc. | 0.01% | No change | 464 | $15K |
| PFC Capital Group, Inc. | 0.01% | No change | 479 | $15K |
| Key Financial Inc | 0.00% | No change | 452 | $15K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $14K |
| True Link Financial Advisors, LLC | 0.00% | New | 429 | $14K |
| Quent Capital, LLC | 0.00% | Add +543.9% | 425 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 423 | $14K |
| Friedenthal Financial | 0.01% | Add +1.2% | 422 | $14K |
| Retiremitten Financial LLC | 0.01% | — | 409 | $13K |
| Delos Wealth Advisors, LLC | 0.01% | New | 400 | $13K |
| Providence Capital Advisors, LLC | 0.00% | No change | 396 | $13K |
| Orion Capital Management LLC | 0.00% | No change | 394 | $13K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -2.0% | 391 | $13K |
| Motco | 0.00% | New | 387 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -41.5% | 351 | $12K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -18.5% | 375 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -22.3% | 299 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 326 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 323 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -51.5% | 319 | $11K |
| CNB Bank | 0.00% | No change | 318 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | New | 280 | $9K |
| Sellwood Investment Partners LLC | 0.00% | No change | 269 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $8K |
| Kozak & Associates, Inc. | 0.00% | New | 226 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 239 | $8K |
| Davis Capital Management | 0.01% | Reduce -6.0% | 237 | $8K |
| Main Street Group, LTD | 0.00% | New | 226 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -66.0% | 226 | $7K |
| Simplex Trading, LLC | 0.00% | New | 201 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 200 | $7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 165 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -40.0% | 165 | $5K |
| Archer Investment Corp | 0.00% | No change | 145 | $5K |
| First Pacific Financial | 0.00% | New | 137 | $5K |
| Community Bank, N.A. | 0.00% | New | 133 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 128 | $4K |
| Prosperity Bancshares Inc | 0.00% | No change | 120 | $4K |
| Solstein Capital, LLC | 0.00% | Add +310.3% | 119 | $4K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 121 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 111 | $4K |
| Atmos Advisory, LLC | 0.00% | Reduce -5.2% | 109 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -49.5% | 102 | $3K |
| Scarborough Advisors, LLC | 0.00% | New | 101 | $3K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 100 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 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 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.0% | 71 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $2K |
| Creative Capital Management Investments LLC | 0.00% | Add +455.6% | 50 | $2K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 48 | $2K |
| Financial Freedom, LLC | 0.00% | Reduce -83.2% | 47 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $2K |
| RMG Wealth Management LLC | 0.00% | Reduce -100.0% | 37 | $1K |
| Bellevue Asset Management, LLC | 0.00% | No change | 40 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -97.3% | 35 | $1K |
| Key Capital Management, INC | 0.00% | New | 35 | $1K |
| Park National Corp. | 0.00% | New | 35 | $1K |
| Trust Co | 0.00% | Reduce -90.4% | 33 | $1K |
| Portus Wealth Advisors, LLC | 0.00% | New | 32 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 31 | $1K |
| Avion Wealth | 0.00% | Reduce -95.0% | 38 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +100.0% | 30 | $988 |
| Graney & King, LLC | 0.00% | No change | 28 | $922 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.8% | 19 | $626 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 15 | $494 |
| Blueline Advisors LLC | 0.00% | No change | 10 | $343 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $245 |
| Wagner Wealth Management, LLC | 0.00% | No change | 5 | $174 |
| NWK Group, Inc. | 0.00% | No change | 2 | $66 |
"% 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.