Schwab US Mid Cap ETFSCHMETF
13F holders, Q1 2024 (March 31)860holders
3famous investors
$81.47avg. 13F price*
At the end of Q1 2024, 860 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($824.7M) and HighTower Advisors, LLC ($300.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Mid Cap ETF
- CUSIP
- 808524508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $96.7M |
| Exits | 41 | $27.2M |
Ownership 860 holders
| Financial Engines Advisors L.L.C. | 3.87% | Reduce -0.3% | 21,068,822 | $1.7B |
| Creative Planning | 0.91% | Reduce -1.3% | 10,128,216 | $824.7M |
| HighTower Advisors, LLC | 0.49% | Add +1.6% | 3,693,867 | $300.8M |
| Moneta Group Investment Advisors LLC | 2.86% | Add +8.2% | 2,158,673 | $175.8M |
| Wealth Enhancement Advisory Services, LLC | 0.45% | Reduce -2.3% | 2,140,092 | $174.3M |
| Cerity Partners LLC | 0.43% | Reduce -89.5% | 1,984,366 | $161.6M |
| Prime Capital Investment Advisors, LLC | 2.09% | Add +6.9% | 1,837,206 | $149.6M |
| Advisory Alpha, LLC | 5.73% | Add +12.0% | 1,713,535 | $139.5M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +7.7% | 1,707,898 | $139.1M |
| UBS Group AG | 0.04% | Reduce -1.0% | 1,555,418 | $126.7M |
| Legacy Wealth Management, LLC | 8.09% | Reduce -3.8% | 1,347,894 | $109.8M |
| JMG Financial Group, Ltd. | 3.03% | Reduce -2.8% | 975,900 | $79.5M |
| Fragasso Financial Advisors Inc | 6.62% | Add +0.4% | 960,390 | $78.2M |
| Ameriprise Financial Inc. | 0.02% | Add +33.0% | 915,839 | $74.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.3% | 782,553 | $63.7M |
| Mariner, LLC | 0.12% | Add +1.7% | 690,084 | $56.2M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -0.1% | 635,152 | $51.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -2.1% | 508,929 | $51.3M |
| Summit Financial Strategies, Inc. | 7.01% | Add +1.7% | 617,408 | $50.3M |
| Beacon Pointe Advisors, LLC | 0.55% | Add +5.3% | 601,654 | $49.0M |
| RKL Wealth Management LLC | 4.76% | Add +0.5% | 590,402 | $48.1M |
| Thrivent Financial for Lutherans | 0.09% | Add +23.4% | 544,545 | $44.3M |
| BLB&B Advisors, LLC | 2.47% | Reduce -4.5% | 536,952 | $43.7M |
| LPL Financial LLC | 0.02% | Reduce -26.4% | 518,558 | $42.2M |
| Gemmer Asset Management LLC | 4.40% | Reduce -0.3% | 465,248 | $37.9M |
| DAVENPORT & Co LLC | 0.21% | Add +6.8% | 418,439 | $34.1M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -7.5% | 403,977 | $32.9M |
| Advocacy Wealth Management, LLC | 2.82% | Add +12.9% | 403,274 | $32.8M |
| Moisand Fitzgerald Tamayo, LLC | 4.71% | Add +5.3% | 377,757 | $30.8M |
| Summit Asset Management, LLC | 3.57% | Add +4.3% | 369,826 | $30.1M |
| Buckingham Capital Management, Inc. | 3.60% | Add +0.0% | 360,250 | $29.3M |
| Morgan Stanley | 0.00% | Add +5.1% | 356,419 | $29.0M |
| Curi Capital, LLC | 0.64% | New | 334,170 | $27.2M |
| Exencial Wealth Advisors, LLC | 1.01% | Add +9.2% | 331,433 | $27.0M |
| Cetera Investment Advisers | 0.06% | Add +795.6% | 325,438 | $26.5M |
| Mokosak Advisory Group, LLC | 8.72% | Add +3.2% | 324,417 | $26.4M |
| Modera Wealth Management, LLC | 0.40% | Reduce -1.7% | 319,502 | $26.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.16% | Add +2.3% | 311,913 | $25.4M |
| Manchester Financial Inc. | 6.35% | Add +3.0% | 299,023 | $24.3M |
| Noble Family Wealth, LLC | 6.87% | Reduce -12.1% | 296,259 | $24.1M |
| Campbell Wealth Management | 2.20% | Add +4.1% | 271,648 | $22.1M |
| Sage Financial Group Inc. | 1.94% | Add +1.3% | 265,276 | $21.6M |
| Dynamic Advisor Solutions LLC | 0.73% | Reduce -4.8% | 263,711 | $21.5M |
| Salem Investment Counselors Inc. | 0.67% | Reduce -0.8% | 250,866 | $20.4M |
| IFP Advisors, Inc | 0.89% | Reduce -3.3% | 248,546 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 246,955 | $20.1M |
| High Note Wealth, LLC | 6.37% | Add +50.3% | 240,447 | $19.6M |
| ProVise Management Group, LLC | 1.66% | Reduce -9.4% | 235,340 | $19.2M |
| Northeast Financial Group, Inc. | 8.43% | Add +11.9% | 233,997 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.0% | 231,578 | $18.9M |
| Corient Private Wealth LP | 0.03% | Add +0.1% | 231,385 | $18.8M |
| Newton One Investments LLC | 8.27% | Add +1.8% | 231,078 | $18.8M |
| Jones Financial Companies LLLP | 0.03% | Add +5.3% | 228,321 | $18.6M |
| HBK Sorce Advisory LLC | 0.63% | Reduce -21.3% | 217,410 | $17.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.8% | 216,850 | $17.7M |
| Trust Point Inc. | 1.38% | Reduce -2.0% | 216,113 | $17.6M |
| Tradewinds Capital Management, LLC | 4.79% | New | 212,905 | $17.3M |
| Bangor Savings Bank | 1.77% | Reduce -2.8% | 212,468 | $17.3M |
| Marshall Financial Group Inc. | 5.59% | Add +0.2% | 208,115 | $16.9M |
| Denver PWM, LLC | 6.47% | Add +0.3% | 210,405 | $16.8M |
| Simplicity Wealth,LLC | 0.40% | Add +4467.7% | 205,317 | $16.7M |
| Koshinski Asset Management, Inc. | 1.69% | Add +1352.2% | 203,092 | $16.5M |
| Lutz Financial Services LLC | 1.44% | Reduce -0.6% | 202,144 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 202,127 | $16.5M |
| HHM Wealth Advisors, LLC | 2.70% | Reduce -63.6% | 201,735 | $16.4M |
| Bleakley Financial Group, LLC | 0.47% | Add +2.0% | 200,958 | $16.4M |
| Asset Management Group, Inc. | 2.38% | Reduce -0.9% | 192,377 | $15.7M |
| Berkshire Asset Management LLC | 0.82% | Add +12.0% | 189,147 | $15.4M |
| Asset Advisors Investment Management, LLC | 1.70% | Add +0.1% | 186,200 | $15.2M |
| Curbstone Financial Management Corp | 3.23% | Add +0.4% | 183,677 | $15.0M |
| Savant Capital, LLC | 0.17% | Reduce -1.7% | 181,652 | $14.8M |
| FAS Wealth Partners, Inc. | 1.30% | Add +1.1% | 180,122 | $14.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 178,407 | $14.5M |
| Raymond James & Associates | 0.01% | Add +0.1% | 177,019 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 175,158 | $14.3M |
| Chicago Partners Investment Group LLC | 0.59% | Add +6.4% | 179,860 | $13.9M |
| Essex LLC | 3.19% | Add +7.8% | 169,989 | $13.8M |
| Johnson Investment Counsel Inc. | 0.15% | Add +5.5% | 168,037 | $13.7M |
| Harbor Group, Inc. | 3.58% | Reduce -0.4% | 166,767 | $13.6M |
| Richardson Capital Management LLC | 11.09% | Add +113274.1% | 166,660 | $13.6M |
| Pittenger & Anderson Inc. | 0.55% | Add +1.1% | 166,147 | $13.5M |
| Larson Financial Group LLC | 1.03% | Reduce -2.3% | 164,372 | $13.4M |
| Triangle Securities Wealth Management | 3.79% | Add +1.3% | 163,091 | $13.3M |
| Omega Financial Group, LLC | 5.40% | Add +0.1% | 161,977 | $13.2M |
| Moneywise, Inc. | 7.15% | Reduce -21.3% | 161,577 | $13.2M |
| Focus Financial Network, Inc. | 0.64% | — | 173,649 | $13.1M |
| First National Corp. /Ma/ | 3.13% | Reduce -0.5% | 169,038 | $12.7M |
| Leavell Investment Management, Inc. | 0.72% | Reduce -3.6% | 153,253 | $12.5M |
| Kohmann Bosshard Financial Services, LLC | 1.70% | Reduce -8.2% | 150,331 | $12.2M |
| Seneca Financial Advisors LLC | 6.52% | Reduce -1.4% | 150,149 | $12.2M |
| Valley National Advisers Inc. | 1.84% | Add +3.7% | 149,432 | $12.2M |
| Milestone Investment Advisors LLC | 3.28% | Reduce -4.3% | 149,178 | $12.1M |
| Vantage Financial Partners, LLC | 3.21% | Add +1.9% | 146,571 | $11.9M |
| Fifth Third Securities, Inc. | 1.15% | Add +0.7% | 145,851 | $11.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.4% | 143,939 | $11.7M |
| Waverly Advisors, LLC | 0.27% | New | 142,209 | $11.6M |
| MML Investors Services, LLC | 0.05% | Reduce -8.9% | 139,288 | $11.3M |
| St. Johns Investment Management Company, LLC | 5.39% | Add +4.2% | 138,073 | $11.2M |
| Courage Miller Partners, LLC | 3.87% | Add +1.4% | 137,522 | $11.2M |
| Towercrest Capital Management | 1.88% | Reduce -2.5% | 136,643 | $11.1M |
| Alliance Wealth Management Group | 3.26% | Reduce -2.5% | 136,560 | $11.1M |
| Spinnaker Investment Group, LLC | 3.12% | Add +2.4% | 136,283 | $11.1M |
| Trinity Legacy Partners, LLC | 3.21% | Reduce -12.5% | 134,760 | $11.0M |
| Blue Square Asset Management, LLC | 7.37% | Reduce -16.8% | 133,018 | $10.8M |
| Pacific Sage Partners, LLC | 2.77% | Reduce -0.1% | 131,278 | $10.7M |
| Bush Investment Group, LLC | 9.13% | Add +1.2% | 126,891 | $10.3M |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Reduce -0.4% | 126,157 | $10.3M |
| Clearwater Capital Advisors, LLC | 1.09% | Add +0.2% | 125,352 | $10.2M |
| Captrust Financial Advisors | 0.04% | Reduce -13.4% | 124,372 | $10.1M |
| Peak Financial Management, Inc. | 3.16% | Reduce -0.3% | 122,341 | $10.0M |
| Townsquare Capital LLC | 0.15% | Add +4200.9% | 121,929 | $9.9M |
| North Star Asset Management Inc. | 0.47% | Add +0.2% | 121,817 | $9.9M |
| Arbor Trust Wealth Advisors, LLC | 5.44% | Add +2.2% | 125,364 | $9.9M |
| Christensen, King & Associates Investment Services, Inc. | 4.89% | Add +1.9% | 120,107 | $9.8M |
| Nadler Financial Group, Inc. | 1.18% | Reduce -0.3% | 117,485 | $9.6M |
| Tiller Private Wealth, Inc. | 4.23% | Reduce -3.5% | 116,197 | $9.5M |
| Lincoln Capital Corp. | 4.02% | Reduce -1.1% | 112,883 | $9.2M |
| Lee Financial Co | 1.54% | Reduce -0.4% | 112,837 | $9.2M |
| Pillar Wealth Advisors, LLC | 6.93% | Reduce -7.8% | 112,663 | $9.2M |
| Fortis Capital Management LLC | 2.40% | Add +1.9% | 112,145 | $9.1M |
| Schaeffer Financial LLC | 9.07% | Reduce -0.3% | 111,859 | $9.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -4.9% | 110,917 | $9.0M |
| HB Wealth Management, LLC | 0.11% | Add +0.0% | 110,650 | $9.0M |
| Sightline Wealth Advisors, LLC | 5.87% | Add +1.3% | 109,511 | $8.9M |
| Clear Creek Financial Management, LLC | 1.14% | Add +28.3% | 109,322 | $8.9M |
| Anchor Investment Management, LLC | 0.92% | Reduce -0.2% | 108,228 | $8.8M |
| Pring Turner Capital Group Inc. | 6.41% | Add +0.4% | 107,907 | $8.8M |
| Strategic Family Wealth Counselors, L.L.C. | 3.41% | Add +5.5% | 105,946 | $8.6M |
| Avior Wealth Management, LLC | 0.40% | Add +0.8% | 104,744 | $8.5M |
| Patriot Investment Management Group, Inc. | 0.67% | Reduce -3.1% | 104,512 | $8.5M |
| Berger Financial Group, Inc | 0.68% | Add +14.6% | 101,394 | $8.3M |
| Cary Street Partners Investment Advisory LLC | 0.35% | Reduce -5.8% | 100,540 | $8.2M |
| Brown Wealth Management, LLC | 3.33% | New | 98,837 | $8.0M |
| Gradient Capital Advisors, LLC | 2.95% | Reduce -1.6% | 98,798 | $8.0M |
| Buckingham Strategic Wealth, LLC | 0.08% | Add +0.6% | 98,382 | $8.0M |
| Lodestar Private Asset Management LLC | 1.14% | Add +2.5% | 98,114 | $8.0M |
| RE Dickinson Investment Advisors, LLC | 4.99% | Add +9.0% | 98,022 | $8.0M |
| Money Concepts Capital Corp. | 0.73% | Add +2.4% | 97,052 | $7.9M |
| Horizon Financial Services, LLC | 5.07% | Add +2.2% | 97,029 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +2.7% | 96,245 | $7.8M |
| Meridian Wealth Partners, LLC | 1.41% | Reduce -1.1% | 96,209 | $7.8M |
| Cresset Asset Management, LLC | 0.04% | Add +4.9% | 95,845 | $7.8M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Reduce -8.1% | 94,331 | $7.7M |
| Cwm, LLC | 0.04% | Reduce -1.7% | 94,252 | $7.7M |
| Brand Asset Management Group, Inc. | 3.28% | Add +0.2% | 93,789 | $7.6M |
| Visionary Wealth Advisors | 0.51% | Add +1977.8% | 92,460 | $7.5M |
| Valley Forge Investment Consultants Inc. Adv | 2.91% | Add +27.0% | 91,468 | $7.4M |
| MAI Capital Management | 0.08% | Add +0.1% | 89,601 | $7.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.7% | 88,865 | $7.2M |
| New York Life Investment Management LLC | 0.07% | New | 87,413 | $7.1M |
| Smithbridge Asset Management Inc. | 1.47% | Reduce -0.0% | 87,342 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.82% | Reduce -0.9% | 86,430 | $7.0M |
| John W. Brooker & Co., CPAs | 3.78% | Add +0.7% | 86,307 | $7.0M |
| Northern Capital Management, Inc. | 4.84% | Reduce -2.8% | 85,255 | $6.9M |
| Newman Dignan & Sheerar, Inc. | 1.84% | Reduce -2.6% | 84,542 | $6.9M |
| Sunbelt Securities, Inc. | 0.76% | Add +9.0% | 83,611 | $6.8M |
| Voisard Asset Management Group, Inc. | 3.78% | Add +5.5% | 82,562 | $6.7M |
| Schneider Downs Wealth Management Advisors, LP | 1.55% | Add +1.7% | 82,431 | $6.7M |
| Clearstead Advisors, LLC | 0.33% | Add +8.8% | 83,696 | $6.7M |
| Black Diamond Financial, LLC | 1.80% | No change | 88,533 | $6.7M |
| Main Street Financial Solutions, LLC | 0.70% | Add +5.0% | 80,158 | $6.5M |
| Councilor Wealth, LLC | 3.25% | Add +5.5% | 79,801 | $6.5M |
| Whittier Trust Co. | 0.09% | No change | 79,620 | $6.5M |
| Kavar Capital Partners Group, LLC | 1.19% | Reduce -47.2% | 79,473 | $6.5M |
| Allworth Financial LP | 0.05% | Reduce -3.6% | 78,432 | $6.4M |
| Pps&v Asset Management Consultants, Inc. | 4.66% | Add +1.7% | 77,726 | $6.3M |
| Colorado Capital Management, Inc. | 3.65% | Add +0.2% | 77,530 | $6.3M |
| LexAurum Advisors, LLC | 1.60% | Add +0.4% | 77,453 | $6.3M |
| Hoylecohen, LLC | 0.48% | Add +14.8% | 77,359 | $6.3M |
| Capital Advantage, Inc. | 1.28% | Reduce -4.5% | 78,781 | $6.3M |
| Northwest Capital Management Inc | 2.01% | Reduce -0.3% | 76,990 | $6.3M |
| Pure Financial Advisors, LLC | 0.19% | Reduce -1.1% | 74,934 | $6.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.80% | Add +6.6% | 74,566 | $6.1M |
| American Money Management, LLC | 1.26% | Reduce -2.8% | 74,320 | $6.1M |
| Lincoln National Corp. | 0.09% | Add +24.0% | 72,314 | $5.9M |
| Broadleaf Partners, LLC | 1.49% | Add +2.1% | 71,277 | $5.8M |
| Composition Wealth, LLC | 0.15% | Reduce -8.8% | 71,002 | $5.8M |
| Exchange Capital Management, Inc. | 0.93% | Reduce -16.6% | 70,492 | $5.7M |
| Birchbrook, Inc. | 3.41% | Reduce -3.7% | 70,390 | $5.7M |
| Cape Investment Advisory, Inc. | 2.68% | Reduce -0.1% | 70,375 | $5.7M |
| Lathrop Investment Management Co. | 1.11% | Reduce -3.2% | 70,215 | $5.7M |
| Sculati Wealth Management, LLC | 2.46% | Reduce -2.4% | 69,744 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +22.4% | 69,449 | $5.7M |
| DHJJ Financial Advisors, Ltd. | 2.49% | Reduce -25.6% | 69,011 | $5.6M |
| Lido Advisors, LLC | 0.05% | New | 68,335 | $5.6M |
| EWG Elevate Inc. | 2.11% | Reduce -11.6% | 68,144 | $5.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.0% | 67,744 | $5.5M |
| Valmark Advisers, Inc. | 0.09% | Add +2.0% | 66,358 | $5.4M |
| Altus Wealth Group LLC | 2.68% | Reduce -8.3% | 65,666 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 65,488 | $5.3M |
| Gill Capital Partners, LLC | 2.15% | Add +2.6% | 69,660 | $5.3M |
| CW Advisors, LLC | 0.09% | Reduce -2.5% | 64,441 | $5.2M |
| OneAscent Financial Services LLC | 0.57% | Reduce -3.8% | 63,437 | $5.2M |
| Brookstone Capital Management | 0.09% | Add +0.1% | 61,704 | $5.0M |
| Hilltop Wealth Advisors, LLC | 2.57% | Reduce -10.2% | 61,644 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +1.0% | 60,544 | $4.9M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -1.1% | 60,236 | $4.9M |
| Family Investment Center, Inc. | 1.56% | Reduce -6.2% | 59,482 | $4.8M |
| Silver Oak Securities, Incorporated | 0.74% | Reduce -6.7% | 59,476 | $4.8M |
| Peterson Wealth Advisors, LLC | 1.01% | Reduce -0.4% | 58,651 | $4.8M |
| McCarthy Asset Management, Inc. | 2.91% | Reduce -1.9% | 58,032 | $4.7M |
| Texas Yale Capital Corp. | 0.21% | Add +0.2% | 56,768 | $4.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -0.2% | 55,977 | $4.6M |
| Gleason Group, Inc. | 0.95% | Add +2.3% | 55,917 | $4.6M |
| Stifel Financial Corp. | 0.01% | Add +1.5% | 54,660 | $4.5M |
| Missouri Trust & Investment Co | 1.71% | Reduce -15.6% | 54,377 | $4.4M |
| Bensler, LLC | 0.64% | Reduce -18.3% | 53,864 | $4.4M |
| Acorn Wealth Advisors, LLC | 2.29% | Reduce -2.3% | 53,791 | $4.4M |
| Mengis Capital Management, Inc. | 0.66% | Reduce -0.7% | 52,565 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -24.7% | 52,276 | $4.3M |
| Independent Solutions Wealth Management, LLC | 1.00% | Add +4.7% | 51,906 | $4.2M |
| Clear Rock Advisors, LLC | 1.83% | Reduce -11.4% | 51,834 | $4.2M |
| Ameritas Advisory Services, LLC | 0.17% | Add +248.5% | 53,347 | $4.2M |
| Arcataur Capital Management LLC | 1.49% | Reduce -1.1% | 51,013 | $4.2M |
| AQR Capital Management | 0.01% | New | 51,011 | $4.2M |
| Carolina Wealth Advisors, LLC | 2.24% | Add +1.7% | 50,737 | $4.1M |
| WESCAP Management Group, Inc. | 1.19% | Reduce -1.8% | 50,447 | $4.1M |
| Juncture Wealth Strategies, LLC | 1.76% | Reduce -11.2% | 50,104 | $4.1M |
| Steele Capital Management, Inc. | 0.23% | No change | 49,743 | $4.1M |
| Everhart Financial Group, Inc. | 1.18% | Reduce -1.1% | 49,703 | $4.0M |
| Alpha Omega Wealth Management LLC | 0.75% | Add +0.6% | 49,488 | $4.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +1.8% | 49,468 | $4.0M |
| Sage Financial Management Group, Inc. | 1.90% | Add +5.3% | 49,149 | $4.0M |
| Powers Advisory Group, LLC | 2.24% | Add +2.4% | 48,212 | $3.9M |
| Atlas Capital Advisors Inc. | 0.61% | Add +15.2% | 47,892 | $3.9M |
| Madden Advisory Services, Inc. | 2.05% | Add +1.2% | 47,776 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.83% | Add +0.6% | 47,608 | $3.9M |
| Arrowroot Family Office, LLC | 2.48% | Reduce -0.6% | 47,494 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.48% | Reduce -14.5% | 47,485 | $3.9M |
| Game Plan Financial Advisors, LLC | 2.23% | Add +0.1% | 47,484 | $3.9M |
| Sentinel Pension Advisors, LLC | 0.82% | Reduce -48.0% | 47,094 | $3.8M |
| Paradigm, Strategies in Wealth Management, LLC | 2.34% | Reduce -1.0% | 46,622 | $3.8M |
| Von Berge Wealth Management Group, LLC | 2.44% | Add +17.1% | 46,531 | $3.8M |
| Mutual Advisors, LLC | 0.12% | Reduce -13.4% | 46,359 | $3.8M |
| Safeguard Financial, LLC | 1.22% | Reduce -9.2% | 45,918 | $3.7M |
| Blue Barn Wealth, LLC | 2.07% | Reduce -1.4% | 45,590 | $3.7M |
| Reston Wealth Management LLC | 1.51% | Add +0.0% | 45,543 | $3.7M |
| Foster Victor Wealth Advisors, LLC | 0.34% | Reduce -5.4% | 46,954 | $3.7M |
| Citizens Financial Group Inc. | 0.12% | Reduce -1.9% | 45,397 | $3.7M |
| Souders Financial Advisors | 0.58% | Add +0.5% | 45,325 | $3.7M |
| James J. Burns & Company, LLC | 1.29% | Reduce -38.0% | 46,046 | $3.7M |
| Citadel Advisors | 0.00% | Add +156.3% | 45,162 | $3.7M |
| Single Point Partners, LLC | 0.84% | Reduce -0.7% | 44,192 | $3.6M |
| Balanced Wealth Group LLC | 1.60% | Add +18.2% | 45,051 | $3.6M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -8.8% | 43,841 | $3.6M |
| Apollon Financial, LLC | 1.22% | Reduce -1.0% | 43,454 | $3.5M |
| Carmichael Hill & Associates, Inc. | 1.42% | Reduce -0.3% | 42,264 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -3.6% | 41,975 | $3.4M |
| MBA Advisors LLC | 1.76% | Reduce -12.1% | 41,875 | $3.4M |
| Halpern Financial, Inc. | 0.98% | Add +22.6% | 42,185 | $3.4M |
| IHT Wealth Management, LLC | 0.13% | Add +34.7% | 41,121 | $3.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.09% | Reduce -2.9% | 40,770 | $3.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -9.1% | 40,387 | $3.3M |
| Plante Moran Financial Advisors, LLC | 0.35% | Reduce -3.5% | 40,348 | $3.3M |
| PCA Investment Advisory Services Inc. | 1.85% | Add +3.8% | 40,307 | $3.3M |
| Revolve Wealth Partners, LLC | 0.56% | Reduce -2.6% | 40,248 | $3.3M |
| Nicollet Investment Management, Inc. | 1.21% | Add +1.0% | 40,157 | $3.3M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.5% | 40,062 | $3.3M |
| Affinity Capital Advisors, LLC | 0.72% | Reduce -30.1% | 39,688 | $3.2M |
| Beacon Bridge Wealth Partners, LLC | 1.52% | Reduce -26.8% | 39,579 | $3.2M |
| Farther Finance Advisors, LLC | 0.19% | Add +1570.2% | 39,451 | $3.2M |
| Roundview Capital LLC | 0.26% | Reduce -6.5% | 39,217 | $3.2M |
| Element Wealth, LLC | 1.86% | Reduce -0.3% | 38,971 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Reduce -4.0% | 37,993 | $3.1M |
| Financial Advisory Group | 0.54% | Reduce -0.3% | 37,919 | $3.1M |
| Bristlecone Advisors, LLC | 0.26% | Reduce -0.2% | 36,539 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.1% | 36,421 | $3.0M |
| Wealth Group Ltd | 0.90% | Reduce -0.6% | 36,837 | $2.9M |
| Wealthspire Advisors, LLC | 0.04% | Add +1.3% | 35,581 | $2.9M |
| HC Advisors, LLC | 1.37% | Add +4.8% | 35,414 | $2.9M |
| CRA Financial Services, LLC | 0.62% | Add +0.2% | 35,246 | $2.9M |
| Marquette Asset Management, LLC | 0.50% | Reduce -0.5% | 35,141 | $2.9M |
| Ulland Investment Advisors, LLC | 2.30% | Reduce -3.4% | 35,077 | $2.9M |
| Mather Group, Llc. | 0.04% | Reduce -7.5% | 37,748 | $2.8M |
| Flow Traders U.S. LLC | 0.15% | Add +368.2% | 34,798 | $2.8M |
| Orcam Financial Group | 3.09% | Add +0.2% | 34,708 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.5% | 34,486 | $2.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.21% | Reduce -1.5% | 34,190 | $2.8M |
| Debussy Capital Management LP | 0.80% | Add +7.5% | 34,422 | $2.7M |
| WealthShield Partners, LLC | 0.44% | Add +2.1% | 33,505 | $2.7M |
| River Wealth Advisors LLC | 0.39% | Reduce -0.8% | 33,191 | $2.7M |
| Breed's Hill Capital LLC | 2.43% | No change | 32,450 | $2.6M |
| Krilogy Financial LLC | 0.20% | Reduce -3.7% | 32,342 | $2.6M |
| Jackson Creek Investment Advisors LLC | 0.93% | Reduce -0.0% | 32,204 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -5.9% | 31,984 | $2.6M |
| Leisure Capital Management | 1.29% | Add +6.1% | 31,568 | $2.6M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -2.9% | 31,400 | $2.6M |
| Global Retirement Partners, LLC | 0.09% | Add +3.9% | 31,094 | $2.5M |
| Providence First Trust Co | 1.09% | No change | 30,773 | $2.5M |
| Burkett Financial Services, LLC | 1.29% | Reduce -3.5% | 30,702 | $2.5M |
| Novare Capital Management LLC | 0.23% | Add +30.6% | 30,682 | $2.5M |
| Transform Wealth, LLC | 0.24% | Add +1.5% | 30,432 | $2.5M |
| Boston Mountain Money Management Inc. | 1.68% | — | 30,099 | $2.5M |
| Compass Advisory Group LLC | 1.08% | Add +1.3% | 29,891 | $2.4M |
| BCS Wealth Management | 0.78% | Reduce -4.0% | 29,876 | $2.4M |
| Abbrea Capital, LLC | 0.32% | No change | 29,675 | $2.4M |
| Wealthspire Retirement, LLC | 0.21% | Reduce -27.5% | 29,547 | $2.4M |
| SWS Partners | 0.71% | Add +31.0% | 29,293 | $2.4M |
| Opal Wealth Advisors, LLC | 0.80% | Reduce -82.6% | 29,099 | $2.4M |
| Collective Family Office LLC | 0.76% | Reduce -4.8% | 28,885 | $2.4M |
| Napatree Capital LLC | 2.27% | Add +9.8% | 30,751 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -1.9% | 28,233 | $2.3M |
| Destination Wealth Management | 0.08% | Reduce -33.4% | 28,163 | $2.3M |
| Red Door Wealth Management, LLC | 0.44% | Reduce -8.7% | 28,151 | $2.3M |
| SeaCrest Wealth Management, LLC | 0.28% | Add +0.3% | 28,128 | $2.3M |
| Fiducient Advisors LLC | 0.45% | New | 28,036 | $2.3M |
| Centerpoint Advisors, LLC | 0.85% | No change | 28,000 | $2.3M |
| Sunburst Financial Group, LLC | 0.64% | Reduce -0.9% | 28,116 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 1.21% | Reduce -3.5% | 27,725 | $2.3M |
| NorthRock Partners, LLC | 0.09% | Reduce -28.5% | 27,625 | $2.2M |
| Strategic Financial Planning, Inc. | 1.67% | Reduce -0.9% | 27,487 | $2.2M |
| Dakota Wealth Management | 0.06% | Add +10.5% | 27,176 | $2.2M |
| WBH Advisory Inc. | 0.22% | Add +0.7% | 26,682 | $2.2M |
| Nicholas Hoffman & Company, LLC. | 0.10% | Add +0.2% | 25,399 | $2.1M |
| Zhang Financial LLC | 0.15% | Add +0.6% | 25,298 | $2.1M |
| Aspen Grove Capital, LLC | 0.58% | Add +0.0% | 25,063 | $2.0M |
| LifeSteps Financial, Inc. | 1.54% | Reduce -0.9% | 24,969 | $2.0M |
| Athena Investment Management | 1.21% | Add +0.7% | 24,772 | $2.0M |
| Cambridge Financial Group, LLC | 0.95% | Add +39.4% | 24,484 | $2.0M |
| Sheets Smith Wealth Management | 0.22% | Reduce -94.5% | 24,443 | $2.0M |
| Clayton Financial Group LLC | 0.89% | Reduce -4.0% | 24,127 | $2.0M |
| ETF Store, Inc. | 1.11% | Reduce -3.3% | 23,983 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.18% | New | 23,801 | $1.9M |
| Boltwood Capital Management | 0.59% | Add +5.8% | 23,423 | $1.9M |
| Acas, LLC | 1.84% | Add +4.1% | 23,384 | $1.9M |
| Vision Capital Management, Inc. | 0.28% | Reduce -0.0% | 23,133 | $1.9M |
| Staley Capital Advisers Inc. | 0.09% | Reduce -1.4% | 22,735 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -0.5% | 22,635 | $1.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.07% | Reduce -0.5% | 22,493 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.59% | Add +2.3% | 22,380 | $1.8M |
| Chesapeake Wealth Management | 0.66% | Reduce -3.4% | 22,380 | $1.8M |
| KCM Investment Advisors LLC | 0.07% | Reduce -2.8% | 21,861 | $1.8M |
| Compass Financial Group, INC | 0.41% | Add +17.4% | 21,755 | $1.8M |
| Prentice Wealth Management LLC | 0.61% | Add +20.7% | 21,412 | $1.7M |
| Armor Investment Advisors, LLC | 0.84% | Reduce -2.4% | 21,349 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.8% | 21,304 | $1.7M |
| Waterfront Wealth Inc. | 0.48% | Reduce -1.1% | 22,399 | $1.7M |
| Econ Financial Services Corp | 1.06% | Reduce -22.2% | 21,017 | $1.7M |
| Ironwood Financial, llc | 0.39% | Reduce -0.6% | 20,933 | $1.7M |
| Capital Planning LLC | 0.55% | Add +14.2% | 20,750 | $1.7M |
| Venture Visionary Partners LLC | 0.08% | Reduce -1.1% | 20,663 | $1.7M |
| Elevation Wealth Partners, LLC | 0.83% | Reduce -8.4% | 20,428 | $1.7M |
| Crescent Sterling, Ltd. | 1.51% | Add +1.2% | 20,411 | $1.7M |
| Choreo, LLC | 0.04% | Reduce -1.9% | 20,354 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Reduce -24.0% | 20,302 | $1.7M |
| St. Louis Trust Co | 0.26% | No change | 20,185 | $1.6M |
| Sharkey, Howes & Javer | 0.27% | Reduce -2.9% | 20,108 | $1.6M |
| Smith Anglin Financial, LLC | 0.17% | Reduce -1.8% | 19,984 | $1.6M |
| FMR LLC | 0.00% | Add +43.7% | 19,984 | $1.6M |
| Smith, Moore & Co. | 0.17% | Reduce -0.6% | 19,883 | $1.6M |
| Fagan Associates, Inc. | 0.30% | Reduce -0.3% | 19,679 | $1.6M |
| Koesten, Hirschmann & Crabtree, INC. | 1.03% | No change | 19,648 | $1.6M |
| Cambridge Advisors Inc. | 0.37% | Add +12.0% | 19,381 | $1.6M |
| Forte Capital LLC | 0.19% | Reduce -53.2% | 19,300 | $1.6M |
| Bfsg, LLC | 0.21% | Reduce -3.2% | 19,117 | $1.6M |
| Cedar Brook Financial Partners, LLC | 0.30% | Add +2.5% | 18,815 | $1.5M |
| Integrated Advisors Network LLC | 0.08% | Reduce -2.6% | 18,796 | $1.5M |
| Spire Wealth Management | 0.03% | Reduce -1.6% | 18,782 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +12.8% | 18,549 | $1.5M |
| Edge Capital Group, LLC | 0.07% | No change | 18,517 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.12% | Reduce -11.8% | 18,505 | $1.5M |
| Arkansas Financial Group, Inc. | 0.26% | No change | 18,480 | $1.5M |
| JFS Wealth Advisors, LLC | 0.12% | Add +1.1% | 18,473 | $1.5M |
| 1900 Wealth Management LLC | 0.14% | Reduce -3.5% | 18,372 | $1.5M |
| Warner Financial, Inc. | 0.74% | Add +0.3% | 18,065 | $1.5M |
| Ironwood Wealth Management, LLC. | 0.48% | Reduce -0.4% | 18,040 | $1.5M |
| Lazard Asset Management LLC | 0.00% | No change | 17,868 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.5% | 17,838 | $1.5M |
| Bogart Wealth, LLC | 0.07% | Add +0.7% | 17,827 | $1.5M |
| Uptick Partners, LLC | 1.11% | Add +437.1% | 17,817 | $1.5M |
| Chandler Asset Management, Inc. | 0.29% | Add +0.3% | 17,720 | $1.4M |
| Panoramic Investment Advisors, LLC | 1.06% | Add +3.0% | 17,694 | $1.4M |
| Blankinship & Foster, LLC | 0.38% | Reduce -15.9% | 17,664 | $1.4M |
| IAG Wealth Partners, LLC | 0.31% | Reduce -10.5% | 17,599 | $1.4M |
| LTG Capital LLC | 1.23% | Reduce -0.6% | 17,560 | $1.4M |
| Oldfather Financial Services, LLC | 0.58% | Reduce -1.2% | 17,288 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.23% | Reduce -33.8% | 17,198 | $1.4M |
| Donaldson Capital Management, LLC | 0.06% | Add +10.4% | 17,134 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -5.4% | 17,086 | $1.4M |
| Ifrah Financial Services, Inc. | 0.39% | Add +3.2% | 17,045 | $1.4M |
| Phillips Financial Management, LLC | 0.11% | Add +2.8% | 17,037 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -8.3% | 16,927 | $1.4M |
| First Pacific Financial | 0.38% | Reduce -27.9% | 16,888 | $1.4M |
| Paulson Wealth Management Inc. | 0.40% | Reduce -13.1% | 16,869 | $1.4M |
| McAdam, LLC | 0.09% | Add +0.4% | 16,544 | $1.3M |
| Betterment LLC | 0.00% | Add +420.6% | 16,286 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Add +18.3% | 16,103 | $1.3M |
| FIDELIS iM, LLC | 0.65% | Reduce -1.3% | 16,005 | $1.3M |
| Hartline Investment Corp./ | 0.23% | Add +463.2% | 15,989 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Add +91.5% | 15,989 | $1.3M |
| FF Advisors,LLC | 0.89% | Add +19.9% | 15,835 | $1.3M |
| Adamsbrown Wealth Consultants LLC | 0.52% | Reduce -4.2% | 15,806 | $1.3M |
| PFG Advisors | 0.09% | Add +5.7% | 15,789 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +4.3% | 15,728 | $1.3M |
| Benchmark Wealth Management, LLC | 0.69% | No change | 15,648 | $1.3M |
| Graypoint LLC | 0.09% | Reduce -1.9% | 15,609 | $1.3M |
| ARK & TLK Investments, LLC | 0.50% | No change | 15,587 | $1.3M |
| InterOcean Capital Group, LLC | 0.03% | Reduce -2.3% | 15,548 | $1.3M |
| Aspiriant, LLC | 0.05% | Reduce -0.3% | 15,527 | $1.3M |
| Condor Capital Management | 0.12% | Reduce -2.3% | 15,441 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 15,375 | $1.3M |
| Embree Financial Group | 0.25% | Add +4.0% | 15,362 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +512.3% | 15,356 | $1.3M |
| S.A. Mason LLC | 0.75% | Add +5.7% | 15,269 | $1.2M |
| Naples Global Advisors, LLC | 0.13% | Add +0.1% | 15,237 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.3% | 15,094 | $1.2M |
| Northern Trust Corp. | 0.00% | No change | 15,069 | $1.2M |
| One Capital Management, LLC | 0.04% | No change | 15,035 | $1.2M |
| Wisconsin Capital Management LLC | 0.64% | No change | 15,000 | $1.2M |
| Legacy Bridge, LLC | 0.71% | Reduce -0.5% | 14,940 | $1.2M |
| Goepper Burkhardt LLC | 0.56% | Add +6.3% | 15,065 | $1.2M |
| US Bancorp \de | 0.00% | Add +31.9% | 14,738 | $1.2M |
| Cedar Wealth Management, LLC | 0.39% | Reduce -1.2% | 14,554 | $1.2M |
| Lowery Thomas, LLC | 0.91% | Add +2.4% | 14,518 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.9% | 14,509 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +15.1% | 14,306 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +15.7% | 14,142 | $1.2M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -1.0% | 14,096 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.1% | 14,037 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -2.7% | 14,020 | $1.1M |
| Quadrant Capital Group LLC | 0.09% | Reduce -15.1% | 13,934 | $1.1M |
| Kelman-Lazarov, Inc. | 0.22% | Add +8.1% | 13,913 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -0.1% | 13,797 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -53.2% | 13,789 | $1.1M |
| Great Waters Wealth Management | 0.18% | Reduce -1.5% | 13,679 | $1.1M |
| Clear Investment Research, LLC | 1.48% | Reduce -6.9% | 13,546 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -8.2% | 13,424 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +17.2% | 15,918 | $1.1M |
| Summit Financial, LLC | 0.06% | Add +0.6% | 13,208 | $1.1M |
| Orca Investment Management, LLC | 0.99% | Reduce -9.5% | 12,986 | $1.1M |
| Private Capital Management LLC | 0.23% | Add +0.1% | 12,883 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.0% | 12,868 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.10% | Add +144.8% | 12,849 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +157.1% | 12,825 | $1.0M |
| Holderness Investments Co. | 0.26% | Add +38.8% | 12,811 | $1.0M |
| Sawgrass Asset Management LLC | 0.11% | Add +0.2% | 12,691 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Add +2.1% | 12,614 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.9% | 12,585 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.50% | Reduce -0.9% | 12,573 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.0% | 12,517 | $1.0M |
| Hilltop Partners LLC | 0.35% | Reduce -11.9% | 12,135 | $988K |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -6.3% | 12,140 | $988K |
| Burns Matteson Capital Management, LLC | 0.64% | Reduce -3.3% | 12,071 | $983K |
| Planning Capital Management Corp | 0.72% | Reduce -12.1% | 12,029 | $980K |
| Clear Point Advisors Inc. | 0.80% | Reduce -10.2% | 11,882 | $968K |
| Motive Wealth Advisors | 0.58% | No change | 11,834 | $964K |
| Summit Financial Wealth Advisors, LLC | 0.19% | No change | 11,805 | $961K |
| Nova R Wealth, Inc. | 0.50% | New | 11,792 | $960K |
| Imprint Wealth LLC | 0.23% | New | 11,828 | $958K |
| Pacific Sun Financial Corp | 0.56% | Reduce -1.4% | 11,732 | $955K |
| NorthCoast Asset Management LLC | 0.01% | Add +29.7% | 11,681 | $951K |
| Csenge Advisory Group | 0.05% | Reduce -7.5% | 11,598 | $944K |
| Madison Wealth Partners, Inc | 0.34% | Add +9.4% | 11,586 | $943K |
| AMG National Trust Bank | 0.03% | No change | 11,550 | $941K |
| National Wealth Management Group, LLC | 0.72% | Reduce -4.7% | 11,412 | $929K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.9% | 11,401 | $928K |
| Fiduciary Trust Co | 0.01% | Add +0.9% | 11,400 | $928K |
| Diligent Investors, LLC | 0.23% | Reduce -0.4% | 11,387 | $927K |
| Parallel Advisors, LLC | 0.03% | Reduce -1.0% | 11,373 | $926K |
| MCF Advisors LLC | 0.07% | Reduce -14.6% | 11,228 | $914K |
| BlueChip Wealth Advisors LLC | 0.59% | Reduce -0.5% | 11,191 | $911K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.8% | 11,036 | $899K |
| Retirement Planning Group, LLC | 0.07% | Add +14.7% | 11,017 | $897K |
| Nwam LLC | 0.07% | Add +2.5% | 11,290 | $894K |
| Cozad Asset Management Inc. | 0.09% | Reduce -11.0% | 10,598 | $863K |
| Worth Asset Management, LLC | 0.53% | Reduce -17.4% | 10,476 | $853K |
| Cascade Financial Partners, LLC | 0.12% | — | 10,994 | $853K |
| Rede Wealth, LLC | 0.36% | Reduce -19.4% | 10,416 | $848K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +162.8% | 10,412 | $848K |
| Pennsylvania Capital Management Inc. | 0.35% | Reduce -39.2% | 10,385 | $846K |
| CAP Partners, LLC | 0.74% | Add +1.3% | 10,332 | $841K |
| Greenleaf Trust | 0.01% | No change | 10,298 | $839K |
| Pegasus Asset Management, Inc. | 0.26% | No change | 10,284 | $837K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.0% | 10,243 | $834K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.0% | 10,243 | $834K |
| Raymond James Trust N.A. | 0.02% | Add +8.0% | 10,223 | $832K |
| SOL Capital Management CO | 0.10% | Add +1.5% | 10,214 | $832K |
| Princeton Global Asset Management LLC | 0.20% | Add +4.2% | 10,112 | $823K |
| Values Added Financial LLC | 0.64% | Add +1.6% | 10,112 | $823K |
| Eudaimonia Partners, LLC | 0.20% | No change | 10,067 | $820K |
| Seven Springs Wealth Group, LLC | 0.32% | No change | 10,004 | $815K |
| Principal Securities, Inc. | 0.03% | Add +14.8% | 9,959 | $811K |
| Pathstone Holdings, LLC | 0.00% | Reduce -27.1% | 9,929 | $809K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -6.3% | 9,839 | $801K |
| Whelan Financial | 0.36% | Reduce -1.5% | 9,789 | $797K |
| Cynosure Group, LLC | 0.14% | No change | 9,744 | $793K |
| Sachetta, LLC | 0.38% | No change | 10,507 | $791K |
| Onyx Bridge Wealth Group LLC | 0.14% | Reduce -3.8% | 10,186 | $788K |
| Long Island Wealth Management, Inc. | 0.55% | Add +0.1% | 9,517 | $775K |
| First Hawaiian Bank | 0.02% | No change | 9,482 | $772K |
| Eley Financial Management, Inc | 0.33% | Reduce -2.3% | 9,345 | $761K |
| Wilson & Boucher Capital Management, LLC | 0.60% | No change | 9,330 | $760K |
| Calamos Advisors LLC | 0.01% | Add +3.3% | 9,309 | $758K |
| Fort Point Capital Partners LLC | 0.10% | Reduce -0.7% | 9,262 | $754K |
| Fortitude Advisory Group L.L.C. | 0.43% | Add +3.6% | 9,261 | $754K |
| Parkside Financial Bank & Trust | 0.12% | No change | 9,247 | $753K |
| Watershed Private Wealth LLC | 0.33% | Add +95.2% | 9,065 | $738K |
| Planning Alternatives Ltd. | 0.12% | Reduce -2.0% | 9,040 | $736K |
| Pegasus Partners Ltd. | 0.08% | No change | 8,980 | $731K |
| Delta Financial Group, Inc. | 0.22% | Add +16.7% | 8,983 | $731K |
| Headinvest, LLC | 0.14% | Add +118.6% | 8,897 | $724K |
| Mgo One Seven LLC | 0.04% | New | 8,890 | $724K |
| Harfst & Associates, Inc. | 0.17% | Reduce -1.7% | 8,853 | $721K |
| Brighton Jones LLC | 0.03% | Add +0.3% | 8,853 | $721K |
| Regal Investment Advisors LLC | 0.05% | Add +42.5% | 8,838 | $720K |
| Fca Corp. | 0.23% | Add +0.6% | 8,798 | $716K |
| Townsend Asset Management Corp. /NC/ | 0.28% | Add +0.2% | 8,797 | $716K |
| JBR Co Financial Management Inc | 0.57% | Reduce -5.7% | 8,775 | $715K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -4.5% | 8,759 | $713K |
| Level Four Advisory Services, LLC | 0.04% | No change | 9,467 | $713K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.5% | 8,725 | $711K |
| Joule Financial, LLC | 0.29% | Reduce -0.1% | 8,563 | $697K |
| Armstrong Advisory Group, Inc. | 0.07% | No change | 9,229 | $695K |
| Continuum Wealth Advisors, LLC | 0.39% | Reduce -1.2% | 8,502 | $692K |
| YHB Investment Advisors, Inc. | 0.06% | Add +2.1% | 8,493 | $692K |
| Modus Advisors, LLC | 0.26% | Reduce -0.3% | 8,493 | $692K |
| Cooksen Wealth, LLC | 0.72% | Reduce -0.9% | 8,468 | $690K |
| TrueWealth Advisors, LLC | 0.26% | Reduce -0.1% | 8,397 | $684K |
| UMB Bank, n.a. | 0.01% | No change | 8,341 | $679K |
| Arkos Global Advisors | 0.11% | No change | 8,335 | $679K |
| Meridian Financial Advisors, LLC | 0.51% | Add +0.3% | 8,331 | $678K |
| Cooper/Haims Advisors, LLC | 0.39% | Add +0.5% | 8,231 | $670K |
| Columbus Macro, LLC | 0.25% | Reduce -1.1% | 8,036 | $654K |
| Relyea Zuckerberg Hanson LLC | 0.11% | Reduce -22.8% | 8,030 | $654K |
| Arista Wealth Management, LLC | 0.50% | New | 8,014 | $653K |
| NBT Bank, N.A. | 0.05% | Add +73.8% | 7,973 | $649K |
| Synovus Financial Corp. | 0.01% | Reduce -3.0% | 7,831 | $639K |
| Savvy Advisors, Inc. | 0.37% | Reduce -23.0% | 7,812 | $636K |
| Selective Wealth Management, Inc. | 0.28% | Reduce -2.3% | 8,036 | $635K |
| Private Trust Co. NA | 0.07% | Reduce -5.2% | 7,765 | $632K |
| Brown Advisory Inc. | 0.00% | No change | 7,750 | $631K |
| Evermay Wealth Management LLC | 0.09% | Reduce -0.1% | 7,714 | $628K |
| Sage Investment Advisers LLC | 0.72% | Reduce -1.5% | 7,705 | $627K |
| CVA Family Office, LLC | 0.11% | Add +5.5% | 7,607 | $619K |
| World Investment Advisors | 0.09% | New | 7,603 | $619K |
| Aspen Investment Management Inc | 0.31% | Add +0.1% | 7,605 | $619K |
| Mission Wealth Management, LP | 0.02% | New | 7,588 | $618K |
| Ruggaard & Associates LLC | 0.29% | Reduce -2.4% | 7,534 | $613K |
| Resurgent Financial Advisors LLC | 0.33% | Add +100.2% | 7,506 | $611K |
| LifePlan Financial, LLC | 0.56% | Reduce -2.8% | 7,503 | $611K |
| Perissos Private Wealth Management, LLC | 0.55% | — | 7,463 | $608K |
| Bcwm, LLC | 0.21% | Reduce -4.5% | 7,359 | $599K |
| Wedmont Private Capital | 0.04% | Add +4.6% | 7,427 | $598K |
| Vicus Capital | 0.05% | Add +0.2% | 7,255 | $591K |
| FineMark National Bank & Trust | 0.02% | Reduce -15.9% | 7,196 | $586K |
| Independent Advisor Alliance | 0.02% | Add +25.6% | 7,173 | $584K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 7,108 | $576K |
| Pinkerton Wealth, LLC | 0.09% | Add +0.1% | 7,042 | $573K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -39.6% | 7,030 | $572K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -1.2% | 6,985 | $569K |
| MADDEN SECURITIES Corp | 0.26% | Reduce -9.1% | 6,957 | $567K |
| Front Row Advisors LLC | 0.21% | Add +7.3% | 6,957 | $567K |
| Blair William & Co. | 0.00% | Add +36.7% | 6,932 | $564K |
| Oakwell Private Wealth Management, LLC | 0.17% | Reduce -0.0% | 6,798 | $554K |
| Focus Partners Wealth | 0.00% | Reduce -19.3% | 6,795 | $553K |
| Creegan & Nassoura Financial Group, LLC | 0.37% | No change | 6,780 | $552K |
| Hill Island Financial LLC | 0.18% | No change | 6,778 | $552K |
| Hendershot Investments Inc. | 0.08% | Add +1.2% | 6,739 | $549K |
| Berkeley, Inc | 0.33% | Reduce -3.5% | 6,714 | $547K |
| Garrison Asset Management, LLC | 0.28% | Reduce -0.1% | 6,658 | $542K |
| Stordahl Capital Management, Inc. | 0.13% | No change | 6,603 | $538K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +12.5% | 6,548 | $533K |
| Warren Street Wealth Advisors, LLC | 0.26% | Reduce -0.4% | 6,543 | $533K |
| Twele Capital Management, Inc. | 0.12% | Reduce -1.0% | 6,345 | $517K |
| Leeward Financial Partners, LLC | 0.22% | Reduce -0.5% | 6,249 | $509K |
| Well Done, LLC | 0.10% | No change | 6,200 | $505K |
| Aurora Private Wealth, Inc. | 0.44% | Reduce -5.0% | 6,225 | $504K |
| Brogan Financial, Inc. | 0.33% | Add +3.6% | 6,186 | $504K |
| Haverford Trust Co | 0.01% | No change | 6,180 | $503K |
| Mitchell Capital Management Co. | 0.10% | Reduce -1.0% | 6,100 | $497K |
| D.B. Root & Company, LLC | 0.17% | Add +12.9% | 6,094 | $496K |
| Squire Investment Management Company, LLC | 0.31% | Add +13.8% | 6,011 | $489K |
| Asset Planning Services Inc. /La/ | 0.27% | Reduce -6.6% | 5,977 | $487K |
| MBE Wealth Management, LLC | 0.30% | Reduce -2.0% | 5,971 | $486K |
| Financial Counselors Inc. | 0.01% | Reduce -0.6% | 5,947 | $484K |
| Pachira Investments Inc. | 0.40% | Add +0.3% | 5,938 | $484K |
| Johnson Financial Group, Inc. | 0.03% | Add +0.7% | 5,838 | $475K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -22.7% | 5,820 | $474K |
| West Coast Financial LLC | 0.06% | Add +52.6% | 5,800 | $472K |
| Castle Wealth Management LLC | 0.25% | No change | 5,796 | $472K |
| Curtis Advisory Group, LLC | 0.18% | Reduce -4.4% | 5,755 | $469K |
| Continental Investors Services, Inc. | 1.11% | Add +0.1% | 5,777 | $468K |
| Heritage Trust Co | 0.06% | No change | 5,700 | $464K |
| Caprock Group, LLC | 0.03% | Add +0.2% | 5,680 | $463K |
| Millennium Capital Advisors, LLC | 0.32% | Reduce -1.3% | 5,588 | $455K |
| International Private Wealth Advisors LLC | 0.87% | No change | 5,554 | $452K |
| Evernest Financial Advisors, LLC | 0.21% | Reduce -49.7% | 5,791 | $438K |
| Reitz Capital Advisors LLC | 0.79% | No change | 5,817 | $438K |
| Aspire Capital Advisors LLC | 0.15% | Reduce -1.7% | 5,334 | $434K |
| Triton Wealth Management, PLLC | 0.30% | Add +3.5% | 5,574 | $430K |
| Leverty Financial Group, LLC | 0.26% | Reduce -29.5% | 5,279 | $430K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.1% | 5,168 | $421K |
| Tilia Fiduciary Partners, Inc. | 0.34% | Reduce -3.9% | 5,150 | $419K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -56.8% | 5,104 | $416K |
| M&T Bank Corp | 0.00% | Reduce -3.8% | 5,087 | $414K |
| NWF Advisory Services Inc. | 0.07% | Add +0.0% | 5,082 | $414K |
| Mendel Capital Management LLC | 0.27% | Reduce -0.1% | 5,055 | $412K |
| Williams Financial, LLC | 0.27% | Add +0.3% | 5,017 | $409K |
| Bantamac Capital, LLC | 0.23% | No change | 5,000 | $407K |
| Country Club Bank | 0.03% | Reduce -1.5% | 5,000 | $407K |
| Acropolis Investment Management, LLC | 0.03% | No change | 4,999 | $407K |
| Old Port Advisors | 0.12% | Reduce -23.2% | 4,988 | $406K |
| Greenwood Gearhart LLC | 0.04% | Add +3.3% | 4,980 | $406K |
| Hamilton Capital, LLC | 0.03% | Reduce -8.6% | 4,906 | $399K |
| West Paces Advisors Inc. | 0.11% | No change | 4,900 | $399K |
| Plancorp, LLC | 0.02% | Add +0.1% | 4,847 | $395K |
| Rock Point Advisors, LLC | 0.12% | Reduce -3.0% | 4,820 | $392K |
| Mirador Capital Partners LP | 0.07% | Add +5.2% | 4,772 | $389K |
| MeadowBrook Investment Advisors LLC | 0.37% | Add +4.8% | 4,765 | $388K |
| SYM FINANCIAL Corp | 0.06% | Reduce -68.9% | 4,753 | $387K |
| Smart Portfolios, LLC | 0.41% | Add +54.4% | 4,740 | $386K |
| Marietta Investment Partners LLC | 0.08% | Add +1.6% | 4,695 | $382K |
| Guardian Wealth Advisors, LLC | 0.25% | Add +1.3% | 4,632 | $377K |
| White Knight Strategic Wealth Advisors, LLC | 0.39% | Reduce -9.7% | 4,617 | $376K |
| Prospera Financial Services Inc | 0.01% | Add +1.0% | 4,585 | $375K |
| Assetmark, Inc. | 0.00% | Add +196.4% | 4,582 | $373K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +0.0% | 4,569 | $372K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.2% | 4,564 | $372K |
| Idaho Trust Co | 0.35% | New | 4,499 | $366K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Add +0.3% | 4,499 | $366K |
| RBA Wealth Management, LLC | 0.15% | Add +0.2% | 4,472 | $364K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -6.2% | 4,430 | $361K |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 4,378 | $357K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 4,359 | $355K |
| Ewa, LLC | 0.16% | Reduce -17.5% | 4,446 | $355K |
| Harbour Capital Advisors, LLC | 0.09% | No change | 4,431 | $355K |
| Lederer & Associates Investment Counsel | 0.24% | Reduce -0.1% | 4,248 | $346K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -2.7% | 4,241 | $345K |
| Diversify Advisory Services, LLC | 0.02% | — | 4,203 | $340K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -3.4% | 4,159 | $339K |
| Firestone Capital Management | 0.09% | Add +0.2% | 4,125 | $336K |
| Stockman Wealth Management, Inc. | 0.06% | No change | 4,121 | $336K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 4,055 | $330K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 4,047 | $330K |
| Harbour Investment Management LLC | 0.15% | No change | 4,040 | $329K |
| BIP Wealth, LLC | 0.02% | Add +0.1% | 4,038 | $329K |
| Keystone Wealth Services, LLC | 0.11% | Add +0.0% | 4,038 | $329K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.6% | 4,019 | $327K |
| Tenret Co LLC | 0.23% | No change | 4,002 | $326K |
| Busey Bank | 0.01% | Reduce -3.9% | 3,984 | $324K |
| Albion Financial Group | 0.02% | Reduce -1.8% | 3,915 | $319K |
| Armbruster Capital Management, Inc. | 0.07% | Reduce -0.6% | 3,915 | $319K |
| Total Wealth Planning, LLC | 0.05% | Reduce -1.3% | 3,914 | $319K |
| Raub Brock Capital Management LP | 0.07% | Add +0.3% | 3,887 | $317K |
| RFG Advisory, LLC | 0.01% | Add +5.9% | 3,871 | $315K |
| Appleton Partners Inc. | 0.02% | Reduce -13.9% | 3,863 | $315K |
| Bank of New York Mellon Corp | 0.00% | Add +4.5% | 3,864 | $315K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -38.7% | 3,856 | $314K |
| Kaizen Financial Strategies | 0.21% | Add +0.3% | 3,833 | $312K |
| Elmwood Wealth Management, Inc. | 0.13% | New | 3,826 | $312K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +11.7% | 3,820 | $311K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.4% | 3,816 | $311K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,749 | $305K |
| KPP Advisory Services LLC | 0.08% | New | 3,739 | $304K |
| Aptus Capital Advisors, LLC | 0.01% | Add +39.8% | 3,737 | $304K |
| FinDec Wealth Services, Inc. | 0.19% | Reduce -3.2% | 3,711 | $302K |
| Fisher Asset Management | 0.00% | New | 3,670 | $299K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.9% | 3,658 | $298K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -6.5% | 3,627 | $295K |
| Verity & Verity, LLC | 0.03% | New | 3,622 | $295K |
| Unique Wealth, LLC | 0.08% | No change | 3,578 | $291K |
| PFG Investments, LLC | 0.02% | Reduce -24.9% | 3,576 | $291K |
| GeoWealth Management, LLC | 0.01% | New | 3,541 | $288K |
| Arlington Financial Advisors, LLC | 0.06% | Reduce -79.8% | 3,540 | $288K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,482 | $284K |
| Clarity Capital Advisors, LLC | 0.22% | Add +0.3% | 3,458 | $282K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -33.4% | 3,443 | $280K |
| Sandy Spring Bank | 0.01% | Add +0.1% | 3,436 | $280K |
| &partners | 0.04% | New | 3,419 | $279K |
| TrinityPoint Wealth, LLC | 0.05% | Add +12.3% | 3,423 | $279K |
| Centaurus Financial, Inc. | 0.02% | Add +9.3% | 3,413 | $278K |
| Financial Consulate, Inc. | 0.08% | Reduce -98.0% | 3,389 | $276K |
| Optimum Investment Advisors | 0.13% | Add +0.1% | 3,359 | $274K |
| Ancora Advisors LLC | 0.01% | No change | 3,348 | $273K |
| Zacks Investment Management | 0.00% | Reduce -5.5% | 3,337 | $272K |
| Ascension Capital Advisors, Inc. | 0.15% | Reduce -3.9% | 3,310 | $270K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -2.8% | 3,244 | $264K |
| Caldwell Trust Co | 0.03% | No change | 3,215 | $262K |
| Comerica Bank | 0.00% | Reduce -49.1% | 3,214 | $262K |
| Gainplan LLC | 0.13% | Reduce -2.6% | 3,190 | $260K |
| Old National Bancorp | 0.01% | No change | 3,171 | $258K |
| American Financial Advisors, LLC | 0.04% | Add +13.3% | 3,124 | $254K |
| Apeiron RIA LLC | 0.07% | No change | 3,108 | $253K |
| FSM Wealth Advisors, LLC | 0.09% | New | 3,106 | $253K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 3,100 | $252K |
| Awm Capital, LLC | 0.04% | No change | 3,084 | $251K |
| Regions Financial Corp. | 0.00% | Reduce -19.7% | 3,078 | $251K |
| National Bank of Canada | 0.00% | No change | 3,505 | $249K |
| Peak Asset Management, LLC | 0.05% | Reduce -36.3% | 3,049 | $248K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 3,000 | $244K |
| American Trust | 0.02% | Reduce -24.0% | 2,996 | $244K |
| Saxony Capital Management, LLC | 0.29% | New | 2,995 | $244K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.5% | 2,995 | $244K |
| Hengehold Capital Management LLC | 0.03% | Reduce -0.2% | 2,960 | $241K |
| Human Investing LLC | 0.05% | Reduce -0.5% | 2,921 | $238K |
| Bank of Montreal | 0.00% | Reduce -0.3% | 2,887 | $236K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +2.9% | 2,889 | $235K |
| American Financial & Tax Strategies Inc. | 0.13% | Reduce -28.2% | 2,879 | $234K |
| Thrive Wealth Management, LLC | 0.05% | Add +0.2% | 2,876 | $234K |
| Ballast Advisors LLC | 0.08% | Reduce -0.3% | 2,826 | $230K |
| Liberty Capital Management, Inc. | 0.06% | No change | 2,800 | $228K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,774 | $226K |
| Gray Wealth Management Inc. | 0.10% | Reduce -9.1% | 2,760 | $225K |
| AE Wealth Management LLC | 0.00% | Reduce -81.1% | 2,753 | $224K |
| Harbor Investment Advisory, LLC | 0.02% | Add +733.9% | 2,727 | $222K |
| Kelleher Financial Advisors | 0.09% | No change | 2,725 | $222K |
| Foster Group, Inc. | 0.01% | New | 2,698 | $220K |
| Next Capital Management LLC | 0.09% | Add +0.0% | 2,695 | $219K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | New | 2,687 | $219K |
| FSA Advisors, Inc. | 0.23% | Reduce -9.4% | 2,686 | $219K |
| Financial Management Network Inc. | 0.05% | Add +0.3% | 2,743 | $218K |
| Better Money Decisions, LLC | 0.17% | New | 2,673 | $218K |
| Evergreen Capital Management LLC | 0.01% | New | 2,672 | $218K |
| Scotia Capital Inc. | 0.00% | New | 2,667 | $217K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 2,657 | $216K |
| Stevens Capital Partners | 0.13% | Reduce -20.0% | 2,651 | $216K |
| Procyon Advisors, LLC | 0.02% | Reduce -91.8% | 2,650 | $216K |
| Keybank National Association | 0.00% | New | 2,634 | $214K |
| Family Manage LLC | 0.04% | No change | 2,632 | $214K |
| Stephens Inc. | 0.00% | New | 2,626 | $214K |
| One Day In July LLC | 0.03% | New | 2,625 | $214K |
| Victory Financial Group, LLC | 0.13% | New | 2,607 | $212K |
| Intrua Financial, LLC | 0.03% | Reduce -20.3% | 2,585 | $211K |
| Robbins Farley | 0.12% | Add +59.8% | 2,573 | $210K |
| Shaker Investments LLC | 0.09% | Reduce -4.5% | 2,563 | $209K |
| LCNB Corp. | 0.08% | New | 2,560 | $208K |
| Vawter Financial, Ltd. | 0.15% | New | 2,543 | $207K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,522 | $205K |
| Carnegie Investment Counsel | 0.01% | Reduce -55.0% | 2,516 | $205K |
| REDW Wealth LLC | 0.05% | New | 2,495 | $203K |
| Baker Avenue Asset Management, LP | 0.01% | New | 2,490 | $203K |
| Slow Capital, Inc. | 0.03% | New | 2,487 | $203K |
| Strategic Equity Management | 0.17% | New | 2,460 | $200K |
| Avion Wealth | 0.05% | Add +0.0% | 2,348 | $192K |
| DecisionPoint Financial, LLC | 0.08% | Add +0.3% | 2,443 | $189K |
| Custom Portfolio Group LLC | 0.15% | No change | 2,249 | $181K |
| Montag A & Associates Inc. | 0.01% | No change | 2,214 | $180K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -19.5% | 1,969 | $160K |
| Pflug Koory, LLC | 0.01% | Add +0.1% | 1,905 | $155K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -9.8% | 1,868 | $152K |
| Fairman Group, LLC | 0.14% | Add +20.4% | 1,838 | $150K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,809 | $147K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Reduce -1.0% | 1,735 | $141K |
| NWK Group, Inc. | 0.07% | Reduce -1.1% | 1,723 | $140K |
| Bank of New Hampshire | 0.04% | No change | 1,705 | $139K |
| Davis Capital Management | 0.12% | Reduce -1.4% | 1,643 | $133K |
| Key Financial Inc | 0.03% | Add +4.2% | 1,613 | $131K |
| Signaturefd, LLC | 0.00% | Add +14.6% | 1,563 | $127K |
| Northwest Investment Counselors, LLC | 0.03% | New | 1,516 | $123K |
| Salomon & Ludwin, LLC | 0.01% | Add +1364.1% | 1,508 | $123K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.3% | 1,437 | $117K |
| Evolution Advisers, Inc. | 0.07% | No change | 1,397 | $114K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +0.1% | 1,336 | $109K |
| First Community Trust NA | 0.10% | No change | 1,275 | $104K |
| Morris Financial Concepts, Inc. | 0.05% | Reduce -44.3% | 1,227 | $100K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,211 | $99K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,201 | $98K |
| Qube Research & Technologies Ltd | 0.00% | Add +541.1% | 1,154 | $94K |
| Continuum Advisory, LLC | 0.01% | Reduce -93.8% | 1,175 | $94K |
| Bokf, NA | 0.00% | No change | 1,094 | $89K |
| Operose Advisors LLC | 0.03% | Add +0.3% | 1,074 | $87K |
| CoreCap Advisors, LLC | 0.00% | New | 1,027 | $84K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,020 | $83K |
| Grove Bank & Trust | 0.01% | No change | 1,010 | $82K |
| Gradient Investments LLC | 0.00% | Reduce -38.9% | 982 | $80K |
| Asset Dedication, LLC | 0.01% | No change | 963 | $79K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 960 | $78K |
| Blue Trust, Inc. | 0.00% | No change | 938 | $76K |
| Retirement Group, LLC | 0.03% | Add +0.2% | 920 | $75K |
| Macroview Investment Management LLC | 0.08% | Add +4.6% | 916 | $75K |
| Benjamin Edwards Inc. | 0.01% | Reduce -20.8% | 913 | $74K |
| EnRich Financial Partners LLC | 0.03% | New | 899 | $73K |
| Addison Advisors LLC | 0.03% | No change | 894 | $73K |
| Breakwater Investment Management | 0.03% | — | 850 | $69K |
| Contravisory Investment Management, Inc. | 0.01% | Add +21.0% | 818 | $67K |
| Glassman Wealth Services | 0.01% | No change | 803 | $65K |
| Motco | 0.00% | No change | 800 | $65K |
| Hoese & Co LLP | 0.06% | No change | 800 | $62K |
| Castleview Partners, LLC | 0.03% | Reduce -9.7% | 764 | $62K |
| Stephens Consulting, LLC | 0.02% | Reduce -12.2% | 740 | $60K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 708 | $58K |
| Investors Research Corp | 0.01% | Reduce -36.5% | 703 | $57K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -27.6% | 672 | $55K |
| Abich Financial Wealth Management LLC | 0.04% | New | 651 | $53K |
| Palouse Capital Management, Inc. | 0.03% | New | 591 | $48K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -43.0% | 591 | $48K |
| Global Wealth Strategies & Associates | 0.02% | No change | 574 | $47K |
| Kathleen S. Wright Associates Inc. | 0.02% | Add +2.0% | 550 | $45K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 550 | $45K |
| Private Ocean, LLC | 0.00% | Reduce -9.0% | 545 | $44K |
| Mascoma Wealth Management LLC | 0.01% | No change | 522 | $43K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 521 | $42K |
| Geneos Wealth Management Inc. | 0.00% | No change | 520 | $42K |
| Guardian Wealth Management, Inc. | 0.03% | Add +0.2% | 510 | $42K |
| Capital Analysts, LLC | 0.00% | New | 489 | $40K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -33.0% | 429 | $35K |
| Valued Wealth Advisors LLC | 0.02% | Add +3900.0% | 400 | $33K |
| Ransom Advisory, Ltd | 0.02% | — | 350 | $29K |
| Blume Capital Management, Inc. | 0.01% | No change | 350 | $29K |
| AlphaCore Capital LLC | 0.01% | Reduce -42.5% | 350 | $28K |
| EPG Wealth Management LLC | 0.01% | No change | 331 | $27K |
| Truvestments Capital LLC | 0.01% | No change | 328 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +75.9% | 343 | $26K |
| Trust Co. of Vermont | 0.00% | New | 305 | $25K |
| HM Payson & Co. | 0.00% | No change | 299 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 251 | $21K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +35.6% | 255 | $21K |
| WASHINGTON TRUST Co | 0.00% | Reduce -7.8% | 250 | $20K |
| Silicon Valley Capital Partners | 0.00% | No change | 249 | $20K |
| Tucker Asset Management LLC | 0.00% | Add +35.5% | 248 | $20K |
| Clearstead Trust, LLC | 0.01% | No change | 241 | $20K |
| Global Assets Advisory, LLC | 0.01% | New | 242 | $20K |
| BlackRock Inc. | 0.00% | New | 223 | $18K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 219 | $18K |
| TD Private Client Wealth LLC | 0.00% | Add +2.4% | 210 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 206 | $17K |
| Main Street Group, LTD | 0.01% | Add +0.5% | 210 | $17K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 200 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 197 | $16K |
| First Manhattan Co. Llc. | 0.00% | Add +3200.0% | 165 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 160 | $13K |
| Dagco, Inc. | 0.01% | New | 152 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -10.8% | 148 | $12K |
| Woodmont Investment Counsel LLC | 0.00% | New | 136 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 132 | $11K |
| Howe & Rusling Inc. | 0.00% | Reduce -69.4% | 132 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 131 | $11K |
| POM Investment Strategies, LLC | 0.01% | No change | 125 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 120 | $10K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 128 | $10K |
| Gables Capital Management Inc. | 0.01% | Reduce -70.7% | 115 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 113 | $9K |
| Arax Advisory Partners | 0.00% | No change | 111 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 100 | $8K |
| Atticus Wealth Management, LLC | 0.00% | No change | 99 | $8K |
| Citigroup Inc. | 0.00% | Reduce -77.5% | 97 | $8K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 72 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 72 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 71 | $6K |
| GS Investments, Inc. | 0.00% | No change | 70 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 68 | $6K |
| Emfo, LLC | 0.00% | No change | 59 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 58 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 53 | $4K |
| Caitlin John, LLC | 0.00% | No change | 38 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.9% | 27 | $2K |
| Balefire, LLC | 0.00% | Reduce -13.3% | 26 | $2K |
| MTM Investment Management, LLC | 0.00% | New | 20 | $2K |
| Archer Investment Corp | 0.00% | No change | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 19 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 18 | $1K |
| Abound Wealth Management | 0.00% | No change | 11 | $882 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 10 | $814 |
| JNBA Financial Advisors | 0.00% | Reduce -50.0% | 7 | $571 |
| Dogwood Wealth Management LLC | 0.00% | Reduce -33.3% | 6 | $507 |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.3% | 4 | $326 |
| NewSquare Capital LLC | 0.00% | Reduce -75.0% | 3 | $244 |
| Sound Income Strategies, LLC | 0.00% | Reduce -93.0% | 3 | $244 |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 3 | $244 |
"% of holder's portfolio" is SCHM's weight in each manager's 13F, not the share of Schwab US Mid Cap ETF the manager owns.