Schwab US Mid Cap ETFSCHMETF
13F holders, Q4 2024 (December 31)931holders +48
49new positions
41sold out
5famous investors
$27.70avg. 13F price*
At the end of Q4 2024, 931 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 48 from Q3 2024. 49 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.6B), Creative Planning ($792.4M) and HighTower Advisors, LLC ($279.2M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $30.7M |
| Exits | 41 | $52.6M |
All 13F filers, Q3 2024 → Q4 2024: 6,579,657 shares bought and 48,982,437 shares sold, net −42,402,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 931 holders
| Financial Engines Advisors L.L.C. | 3.46% | Reduce -23.6% | 59,401,539 | $1.6B |
| Creative Planning | 0.77% | Reduce -3.0% | 28,594,739 | $792.4M |
| HighTower Advisors, LLC | 0.38% | Add +3.1% | 10,077,570 | $279.2M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +6.6% | 7,584,801 | $210.2M |
| Moneta Group Investment Advisors LLC | 2.90% | Reduce -65.3% | 7,481,182 | $207.3M |
| Cerity Partners LLC | 0.40% | Reduce -1.2% | 6,714,292 | $186.1M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -0.6% | 6,089,280 | $168.7M |
| Advisory Alpha, LLC | 5.64% | Reduce -1.6% | 5,718,828 | $158.5M |
| UBS Group AG | 0.03% | Reduce -2.6% | 4,342,093 | $120.3M |
| Legacy Wealth Management, LLC | 7.44% | Add +1.3% | 4,180,010 | $115.8M |
| Fragasso Financial Advisors Inc | 7.07% | Add +0.4% | 3,345,175 | $92.7M |
| JMG Financial Group, Ltd. | 2.72% | Reduce -1.1% | 2,881,771 | $79.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +14.7% | 2,592,106 | $71.8M |
| Raymond James Financial Inc. | 0.02% | — | 2,419,750 | $67.1M |
| Mariner, LLC | 0.10% | Add +1.9% | 2,161,181 | $59.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.5% | 2,127,139 | $58.9M |
| Prime Capital Investment Advisors, LLC | 0.84% | Reduce -4.1% | 2,090,777 | $57.9M |
| Summit Financial Strategies, Inc. | 5.93% | Reduce -1.7% | 1,939,998 | $53.8M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -3.8% | 1,685,863 | $49.6M |
| Advocacy Wealth Management, LLC | 3.52% | Add +34.5% | 1,668,642 | $46.2M |
| Beacon Pointe Advisors, LLC | 0.50% | Reduce -3.3% | 1,640,241 | $45.5M |
| LPL Financial LLC | 0.02% | Add +0.7% | 1,630,257 | $45.2M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -70.5% | 1,600,788 | $44.4M |
| Gemmer Asset Management LLC | 4.14% | Add +3.3% | 1,516,709 | $42.0M |
| RKL Wealth Management LLC | 3.63% | Reduce -14.4% | 1,470,840 | $40.8M |
| DAVENPORT & Co LLC | 0.24% | Add +5.1% | 1,458,435 | $40.4M |
| BLB&B Advisors, LLC | 1.98% | Reduce -1.6% | 1,399,500 | $38.8M |
| Jones Financial Companies LLLP | 0.03% | Add +38.3% | 1,289,294 | $35.7M |
| Summit Asset Management, LLC | 5.99% | Add +3.2% | 1,229,842 | $34.1M |
| Exencial Wealth Advisors, LLC | 1.13% | Add +5.3% | 1,109,317 | $30.7M |
| Buckingham Capital Management, Inc. | 3.39% | Reduce -1.8% | 1,065,442 | $29.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.17% | Add +3.7% | 1,060,763 | $29.4M |
| Morgan Stanley | 0.00% | Add +2.8% | 1,055,686 | $29.3M |
| OneDigital Investment Advisors LLC | 0.33% | Reduce -9.1% | 1,034,361 | $28.7M |
| Mokosak Advisory Group, LLC | 8.56% | Add +0.3% | 1,029,564 | $28.5M |
| Curi Capital, LLC | 0.66% | Add +0.8% | 1,026,904 | $28.5M |
| Campbell Wealth Management | 2.30% | Add +4.3% | 922,911 | $25.6M |
| Modera Wealth Management, LLC | 0.30% | Reduce -1.9% | 911,294 | $25.3M |
| Bank of America Corp. | 0.00% | Add +17.8% | 893,092 | $24.7M |
| Sage Financial Group Inc. | 1.86% | Add +0.4% | 831,800 | $23.0M |
| High Note Wealth, LLC | 5.94% | Add +3.4% | 823,692 | $22.8M |
| Manchester Financial Inc. | 4.98% | Reduce -7.0% | 820,699 | $22.7M |
| Northeast Financial Group, Inc. | 8.23% | Reduce -1.0% | 777,252 | $21.5M |
| IFP Advisors, Inc | 0.70% | Add +1.3% | 769,708 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.9% | 704,399 | $19.5M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -6.2% | 674,447 | $18.7M |
| Noble Family Wealth, LLC | 5.11% | Reduce -8.4% | 670,807 | $18.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.5% | 668,506 | $18.5M |
| Corient Private Wealth LP | 0.03% | Reduce -19.9% | 663,609 | $18.4M |
| Chicago Partners Investment Group LLC | 0.61% | Reduce -64.6% | 654,216 | $18.3M |
| MAI Capital Management | 0.14% | Add +150.1% | 657,349 | $18.2M |
| Berkshire Asset Management LLC | 0.86% | Add +3.8% | 623,369 | $18.2M |
| Koshinski Asset Management, Inc. | 1.53% | Add +3.1% | 644,951 | $17.9M |
| Marshall Financial Group Inc. | 5.43% | No change | 641,834 | $17.8M |
| Focus Partners Wealth | 0.05% | Add +2.2% | 640,379 | $17.7M |
| Bangor Savings Bank | 1.62% | Add +0.2% | 623,035 | $17.3M |
| Compass Advisory Group LLC | 6.10% | Add +187.7% | 615,069 | $17.0M |
| Essex LLC | 3.39% | Add +0.2% | 582,375 | $16.1M |
| Denver PWM, LLC | 6.10% | Reduce -7.3% | 568,894 | $15.8M |
| Lutz Financial Services LLC | 1.27% | Add +0.3% | 565,267 | $15.7M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.1% | 563,106 | $15.6M |
| Asset Management Group, Inc. | 2.76% | Reduce -0.2% | 560,380 | $15.5M |
| FAS Wealth Partners, Inc. | 1.24% | Reduce -3.5% | 534,134 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 533,200 | $14.8M |
| Curbstone Financial Management Corp | 3.06% | Reduce -1.4% | 522,289 | $14.5M |
| Bleakley Financial Group, LLC | 0.43% | Reduce -9.4% | 518,409 | $14.4M |
| HHM Wealth Advisors, LLC | 1.95% | Reduce -0.5% | 516,278 | $14.3M |
| First National Corp. /Ma/ | 3.20% | Add +6.1% | 509,400 | $14.1M |
| Savant Capital, LLC | 0.11% | Reduce -3.2% | 508,035 | $14.1M |
| Triangle Securities Wealth Management | 3.60% | Reduce -1.1% | 505,792 | $14.0M |
| Sherwood Financial Partners, LLC | 13.80% | — | 501,581 | $13.9M |
| Cetera Investment Advisers | 0.03% | Add +4.5% | 494,520 | $13.7M |
| Pittenger & Anderson Inc. | 0.50% | Add +0.2% | 494,039 | $13.7M |
| Harbor Group, Inc. | 3.03% | Reduce -1.3% | 485,841 | $13.5M |
| Richardson Capital Management LLC | 8.53% | Reduce -5.3% | 483,959 | $13.4M |
| Trust Point Inc. | 0.93% | Reduce -28.8% | 482,688 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.3% | 480,129 | $13.3M |
| ProVise Management Group, LLC | 1.13% | Reduce -11.3% | 475,136 | $13.2M |
| Pacific Sage Partners, LLC | 2.95% | Add +2.3% | 466,248 | $12.9M |
| Waverly Advisors, LLC | 0.20% | Add +3.4% | 459,414 | $12.7M |
| HBK Sorce Advisory LLC | 0.38% | Reduce -6.6% | 456,559 | $12.7M |
| Seneca Financial Advisors LLC | 6.23% | Reduce -0.7% | 452,693 | $12.5M |
| Focus Financial Network, Inc. | 0.50% | Reduce -9.7% | 451,341 | $12.5M |
| IMA Advisory Services, Inc. | 1.50% | Add +2.3% | 450,975 | $12.5M |
| Trinity Legacy Partners, LLC | 3.20% | Reduce -65.8% | 448,665 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 447,569 | $12.4M |
| Larson Financial Group LLC | 0.64% | Reduce -4.8% | 443,600 | $12.3M |
| Spinnaker Investment Group, LLC | 2.93% | Add +1.9% | 437,643 | $12.1M |
| White & Co Financial Planning Inc | 10.06% | — | 427,943 | $11.9M |
| Womack Financial LLC | 10.48% | — | 426,272 | $11.8M |
| Courage Miller Partners, LLC | 3.96% | Add +0.1% | 417,704 | $11.6M |
| Leavell Investment Management, Inc. | 0.55% | Reduce -3.8% | 406,905 | $11.3M |
| Omega Financial Group, LLC | 4.26% | Reduce -7.4% | 406,585 | $11.3M |
| Clearwater Capital Advisors, LLC | 1.10% | Add +3.8% | 405,798 | $11.2M |
| St. Johns Investment Management Company, LLC | 5.22% | No change | 405,097 | $11.2M |
| Valley National Advisers Inc. | 2.01% | Add +8.3% | 404,244 | $11.2M |
| Fifth Third Securities, Inc. | 0.95% | Reduce -8.0% | 402,253 | $11.1M |
| MML Investors Services, LLC | 0.04% | Reduce -3.0% | 400,243 | $11.1M |
| Milestone Investment Advisors LLC | 3.01% | Reduce -2.6% | 400,108 | $11.1M |
| Arbor Trust Wealth Advisors, LLC | 5.13% | Add +3.3% | 395,345 | $11.0M |
| Bush Investment Group, LLC | 8.35% | Add +0.2% | 385,929 | $10.7M |
| Alliance Wealth Management Group | 2.79% | Reduce -0.8% | 375,671 | $10.4M |
| Towercrest Capital Management | 1.68% | Reduce -0.8% | 375,671 | $10.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.0% | 374,985 | $10.4M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | No change | 370,764 | $10.3M |
| Peak Financial Management, Inc. | 3.06% | Reduce -0.9% | 369,205 | $10.2M |
| Clearstead Advisors, LLC | 0.15% | Reduce -6.4% | 365,567 | $10.1M |
| Fortis Capital Management LLC | 1.88% | Add +5.3% | 365,402 | $10.1M |
| Lodestar Private Asset Management LLC | 1.26% | Add +6.2% | 365,008 | $10.1M |
| North Star Asset Management Inc. | 0.45% | Reduce -0.8% | 363,625 | $10.1M |
| Christensen, King & Associates Investment Services, Inc. | 4.71% | Add +1.1% | 357,674 | $10.0M |
| Tiller Private Wealth, Inc. | 4.23% | Add +1.6% | 359,778 | $10.0M |
| Nadler Financial Group, Inc. | 1.05% | Add +2.8% | 359,713 | $10.0M |
| Strategic Family Wealth Counselors, L.L.C. | 3.16% | Add +3.0% | 349,996 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.2% | 344,686 | $9.6M |
| Captrust Financial Advisors | 0.03% | Add +1.5% | 340,977 | $9.4M |
| Lincoln Capital Corp. | 3.88% | Reduce -0.9% | 340,182 | $9.4M |
| Sightline Wealth Advisors, LLC | 5.08% | Reduce -0.6% | 339,599 | $9.4M |
| Avior Wealth Management, LLC | 0.34% | Add +1.1% | 334,864 | $9.3M |
| HB Wealth Management, LLC | 0.09% | Add +0.2% | 332,633 | $9.2M |
| Blue Square Asset Management, LLC | 4.58% | Add +2.2% | 331,284 | $9.2M |
| Pring Turner Capital Group Inc. | 6.12% | Reduce -6.0% | 329,759 | $9.1M |
| Lee Financial Co | 1.29% | Reduce -0.9% | 329,647 | $9.1M |
| Schaeffer Financial LLC | 8.92% | Add +1.6% | 322,719 | $8.9M |
| Clear Creek Financial Management, LLC | 0.97% | Add +0.4% | 322,319 | $8.9M |
| Patriot Investment Management Group, Inc. | 0.64% | Add +2.5% | 310,469 | $8.6M |
| Horizon Financial Services, LLC | 4.83% | Add +0.9% | 310,056 | $8.6M |
| Gradient Capital Advisors, LLC | 2.72% | Reduce -0.4% | 304,508 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +2.1% | 303,603 | $8.4M |
| Missouri Trust & Investment Co | 2.94% | Add +13.3% | 302,615 | $8.4M |
| Private Advisor Group, LLC | 0.05% | Add +7.2% | 302,569 | $8.4M |
| Money Concepts Capital Corp. | 0.62% | Reduce -2.8% | 298,728 | $8.3M |
| Cary Street Partners Financial LLC | 0.27% | — | 297,860 | $8.3M |
| Benjamin Edwards Inc. | 0.12% | Add +4.0% | 297,524 | $8.2M |
| Bernard Wealth Management Corp. | 3.80% | — | 291,490 | $8.1M |
| Moisand Fitzgerald Tamayo, LLC | 1.14% | Reduce -5.8% | 289,878 | $8.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.50% | Add +13.2% | 287,999 | $8.0M |
| Brand Asset Management Group, Inc. | 3.21% | Reduce -0.1% | 285,175 | $7.9M |
| Newman Dignan & Sheerar, Inc. | 2.01% | Reduce -64.8% | 282,762 | $7.8M |
| Jacobi Capital Management LLC | 0.58% | Add +2.1% | 281,616 | $7.8M |
| Visionary Wealth Advisors | 0.46% | Reduce -1.6% | 280,272 | $7.8M |
| Townsquare Capital LLC | 0.09% | Reduce -4.8% | 279,906 | $7.8M |
| Kohmann Bosshard Financial Services, LLC | 0.91% | Reduce -12.5% | 273,350 | $7.6M |
| Ausdal Financial Partners, Inc. | 0.65% | Add +1.7% | 273,135 | $7.6M |
| Meridian Wealth Partners, LLC | 1.15% | Reduce -1.0% | 272,555 | $7.6M |
| Main Street Financial Solutions, LLC | 0.73% | Add +4.5% | 268,405 | $7.4M |
| Cwm, LLC | 0.03% | Add +0.7% | 265,230 | $7.3M |
| Black Diamond Financial, LLC | 1.09% | Reduce -0.3% | 263,445 | $7.3M |
| LexAurum Advisors, LLC | 1.45% | Add +1.2% | 261,582 | $7.2M |
| Councilor Wealth, LLC | 3.44% | Add +2.4% | 261,314 | $7.2M |
| Cresset Asset Management, LLC | 0.03% | Reduce -31.3% | 260,533 | $7.2M |
| Kavar Capital Partners Group, LLC | 1.22% | Add +4.4% | 260,386 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +20.1% | 259,550 | $7.2M |
| Valley Forge Investment Consultants Inc. Adv | 2.45% | Reduce -2.8% | 257,576 | $7.1M |
| Meridian Wealth Management, LLC | 0.33% | Add +4.4% | 254,010 | $7.0M |
| Farther Finance Advisors, LLC | 0.25% | Add +510.6% | 253,230 | $7.0M |
| Scarborough Advisors, LLC | 0.98% | Add +5.9% | 249,454 | $6.9M |
| John W. Brooker & Co., CPAs | 2.97% | Reduce -1.1% | 248,856 | $6.9M |
| Sunbelt Securities, Inc. | 0.60% | Reduce -9.6% | 247,097 | $6.8M |
| American Money Management, LLC | 1.33% | Add +1.4% | 245,912 | $6.8M |
| AQR Capital Management | 0.01% | Add +0.5% | 243,594 | $6.7M |
| Allworth Financial LP | 0.04% | Add +34.7% | 231,229 | $6.7M |
| Whittier Trust Co. | 0.09% | Add +0.3% | 239,455 | $6.6M |
| Pps&v Asset Management Consultants, Inc. | 4.42% | Reduce -0.6% | 236,055 | $6.5M |
| EWG Elevate Inc. | 1.93% | Reduce -7.3% | 228,380 | $6.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.78% | Add +2.5% | 228,226 | $6.3M |
| Newton One Investments LLC | 2.42% | Reduce -67.6% | 226,537 | $6.3M |
| Liberty Square Wealth Partners LLC | 2.29% | — | 217,164 | $6.3M |
| James J. Burns & Company, LLC | 1.07% | Reduce -0.8% | 222,098 | $6.2M |
| Northern Capital Management, Inc. | 3.77% | Reduce -2.0% | 221,628 | $6.1M |
| Broadleaf Partners, LLC | 1.42% | Add +0.8% | 219,984 | $6.1M |
| Brown Wealth Management, LLC | 2.16% | Add +1.8% | 219,828 | $6.1M |
| Cape Investment Advisory, Inc. | 2.31% | Reduce -1.2% | 212,875 | $5.9M |
| Valmark Advisers, Inc. | 0.09% | Reduce -0.2% | 211,395 | $5.9M |
| DHJJ Financial Advisors, Ltd. | 2.28% | Reduce -3.1% | 210,955 | $5.8M |
| Gill Capital Partners, LLC | 2.08% | Reduce -0.2% | 209,743 | $5.8M |
| Moneywise, Inc. | 2.89% | Reduce -17.9% | 208,059 | $5.8M |
| Birchbrook, Inc. | 3.19% | Reduce -2.3% | 202,486 | $5.6M |
| Anchor Investment Management, LLC | 0.52% | Reduce -4.1% | 201,941 | $5.6M |
| Silver Oak Securities, Incorporated | 0.52% | Reduce -5.0% | 201,092 | $5.6M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -5.4% | 199,576 | $5.5M |
| Capital Advantage, Inc. | 1.00% | Reduce -3.0% | 198,841 | $5.5M |
| Texas Yale Capital Corp. | 0.22% | Add +5.2% | 198,317 | $5.5M |
| CW Advisors, LLC | 0.08% | Add +3.1% | 197,856 | $5.5M |
| Northwest Capital Management Inc | 2.33% | Reduce -5.1% | 196,309 | $5.4M |
| White Pine Investment CO | 1.41% | Add +125.0% | 187,717 | $5.2M |
| Peterson Wealth Advisors, LLC | 0.93% | Add +5.5% | 184,067 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -15.4% | 185,819 | $5.1M |
| Cathy Pareto & Associates, Inc. | 4.73% | — | 185,771 | $5.1M |
| Lathrop Investment Management Co. | 0.97% | Reduce -6.5% | 183,998 | $5.1M |
| Gleason Group, Inc. | 0.90% | Add +5.1% | 183,845 | $5.1M |
| WESCAP Management Group, Inc. | 1.22% | Add +25.3% | 181,748 | $5.0M |
| Brookstone Capital Management | 0.07% | Add +2.3% | 179,901 | $5.0M |
| Game Plan Financial Advisors, LLC | 2.60% | Add +7.5% | 176,976 | $4.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -75.9% | 173,385 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -2.5% | 173,043 | $4.8M |
| Family Investment Center, Inc. | 1.20% | Reduce -4.2% | 170,372 | $4.7M |
| Mengis Capital Management, Inc. | 0.95% | Add +9.6% | 166,087 | $4.6M |
| Wealthspire Advisors, LLC | 0.05% | Add +50.2% | 165,319 | $4.6M |
| Hilltop Wealth Advisors, LLC | 2.32% | Reduce -4.1% | 165,300 | $4.6M |
| Lowe Brockenbrough & Co. Inc. | 0.29% | Reduce -3.7% | 164,187 | $4.5M |
| OneAscent Financial Services LLC | 0.39% | New | 163,711 | $4.5M |
| McCarthy Asset Management, Inc. | 3.17% | Reduce -4.3% | 162,189 | $4.5M |
| Powers Advisory Group, LLC | 2.21% | Add +1.4% | 159,612 | $4.4M |
| Reston Wealth Management LLC | 1.62% | Add +11.1% | 156,811 | $4.3M |
| Blue Barn Wealth, LLC | 2.28% | Add +4.0% | 156,233 | $4.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.29% | Reduce -2.4% | 153,206 | $4.2M |
| Diversify Wealth Management, LLC | 0.33% | Reduce -66.8% | 153,127 | $4.2M |
| Madden Advisory Services, Inc. | 1.95% | Add +2.3% | 151,816 | $4.2M |
| Steele Capital Management, Inc. | 0.21% | No change | 147,879 | $4.1M |
| Carolina Wealth Advisors, LLC | 2.20% | Reduce -8.9% | 147,394 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +10.0% | 146,809 | $4.1M |
| Sage Financial Management Group, Inc. | 1.50% | Reduce -0.5% | 146,391 | $4.1M |
| Arcataur Capital Management LLC | 1.37% | Reduce -1.3% | 146,327 | $4.1M |
| Code Waechter LLC | 3.49% | Add +0.1% | 144,289 | $4.0M |
| Juncture Wealth Strategies, LLC | 1.49% | Reduce -0.1% | 143,877 | $4.0M |
| Envision Financial LLC | 3.18% | — | 143,198 | $4.0M |
| Acorn Wealth Advisors, LLC | 1.62% | Reduce -5.9% | 141,704 | $3.9M |
| IHT Wealth Management, LLC | 0.13% | Reduce -37.8% | 141,560 | $3.9M |
| Alpha Omega Wealth Management LLC | 0.73% | Reduce -0.4% | 139,699 | $3.9M |
| Voisard Asset Management Group, Inc. | 1.28% | Reduce -47.4% | 138,473 | $3.8M |
| Balanced Wealth Group LLC | 1.72% | Reduce -0.5% | 132,535 | $3.8M |
| Blue Bell Private Wealth Management, LLC | 0.73% | Reduce -1.1% | 138,207 | $3.8M |
| Columbus Macro, LLC | 0.53% | Add +497.7% | 137,659 | $3.8M |
| Lido Advisors, LLC | 0.02% | Add +8.2% | 136,305 | $3.8M |
| Souders Financial Advisors | 0.53% | Reduce -0.5% | 136,195 | $3.8M |
| Citizens Financial Group Inc. | 0.07% | Add +0.4% | 134,950 | $3.7M |
| Composition Wealth, LLC | 0.08% | Reduce -35.5% | 134,789 | $3.7M |
| Atlas Capital Advisors Inc. | 0.47% | Add +5.2% | 133,225 | $3.7M |
| Foster Victor Wealth Advisors, LLC | 0.28% | Reduce -7.4% | 127,427 | $3.7M |
| Apollon Financial, LLC | 0.92% | Add +3.3% | 132,265 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -10.0% | 131,888 | $3.7M |
| Independent Solutions Wealth Management, LLC | 0.80% | Reduce -6.8% | 131,781 | $3.7M |
| Altus Wealth Group LLC | 1.61% | Reduce -3.7% | 131,416 | $3.6M |
| Debussy Capital Management LP | 0.55% | Add +8.3% | 124,515 | $3.6M |
| Everhart Financial Group, Inc. | 0.73% | Reduce -13.1% | 127,591 | $3.5M |
| Colorado Capital Management, Inc. | 1.71% | Reduce -34.7% | 127,141 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +20.1% | 125,883 | $3.5M |
| Plante Moran Financial Advisors, LLC | 0.29% | Reduce -1.6% | 125,689 | $3.5M |
| Roundview Capital LLC | 0.24% | Add +1.1% | 125,555 | $3.5M |
| Nicollet Investment Management, Inc. | 1.19% | Add +1.3% | 125,121 | $3.5M |
| Fort Point Capital Partners LLC | 0.39% | Add +384.4% | 124,818 | $3.5M |
| Bensler, LLC | 0.41% | Reduce -8.7% | 123,460 | $3.4M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.5% | 117,840 | $3.4M |
| Von Berge Wealth Management Group, LLC | 2.04% | Reduce -66.5% | 115,341 | $3.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -23.8% | 121,301 | $3.4M |
| Paradigm, Strategies in Wealth Management, LLC | 2.20% | Reduce -3.1% | 120,311 | $3.3M |
| Ameritas Advisory Services, LLC | 0.11% | Add +51.7% | 118,290 | $3.3M |
| May Hill Capital, LLC | 1.27% | — | 118,028 | $3.3M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -10.3% | 117,226 | $3.2M |
| Exchange Capital Management, Inc. | 0.51% | Reduce -16.6% | 115,813 | $3.2M |
| Element Wealth, LLC | 1.68% | Reduce -0.4% | 115,741 | $3.2M |
| Zhang Financial LLC | 0.18% | Add +6.7% | 115,595 | $3.2M |
| Murphy & Mullick Capital Management Corp | 2.95% | — | 115,411 | $3.2M |
| Revolve Wealth Partners, LLC | 0.47% | Reduce -1.9% | 115,000 | $3.2M |
| Capital Planning LLC | 0.83% | Add +13.0% | 113,779 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.46% | Reduce -3.3% | 113,545 | $3.1M |
| Bristlecone Advisors, LLC | 0.24% | Add +0.6% | 113,120 | $3.1M |
| Safeguard Financial, LLC | 0.68% | Reduce -9.9% | 112,352 | $3.1M |
| Mather Group, Llc. | 0.04% | Reduce -3.9% | 111,821 | $3.1M |
| Wescott Financial Advisory Group, LLC | 0.32% | Add +0.3% | 111,588 | $3.1M |
| Creekside Partners | 1.59% | Add +2.5% | 110,827 | $3.1M |
| Beacon Bridge Wealth Partners, LLC | 1.30% | Reduce -0.3% | 110,237 | $3.1M |
| Wealth Group Ltd | 0.87% | Reduce -0.3% | 108,625 | $3.0M |
| Independent Advisor Alliance | 0.04% | Add +730.3% | 107,603 | $3.0M |
| Vantage Financial Partners, LLC | 0.74% | Reduce -0.7% | 107,260 | $3.0M |
| Signal Advisors Wealth, LLC | 0.33% | New | 106,717 | $3.0M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -0.1% | 106,138 | $2.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Reduce -7.9% | 105,252 | $2.9M |
| WealthShield Partners, LLC | 0.41% | Add +3.4% | 104,969 | $2.9M |
| Ulland Investment Advisors, LLC | 1.99% | Add +3.8% | 103,979 | $2.9M |
| HC Advisors, LLC | 2.29% | Add +0.7% | 103,011 | $2.9M |
| Asset Advisors Investment Management, LLC | 0.29% | Reduce -6.7% | 100,880 | $2.8M |
| Orcam Financial Group | 2.70% | Add +0.1% | 100,588 | $2.8M |
| Jackson Creek Investment Advisors LLC | 0.84% | Add +0.7% | 100,131 | $2.8M |
| Marquette Asset Management, LLC | 0.45% | Reduce -0.4% | 99,468 | $2.8M |
| Napatree Capital LLC | 1.61% | Reduce -8.0% | 98,862 | $2.7M |
| Arrowroot Family Office, LLC | 1.42% | Reduce -22.2% | 98,415 | $2.7M |
| Breed's Hill Capital LLC | 1.41% | No change | 97,350 | $2.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -2.6% | 96,672 | $2.7M |
| Affinity Capital Advisors, LLC | 0.50% | Reduce -7.2% | 95,679 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.7% | 96,106 | $2.7M |
| Transform Wealth, LLC | 0.15% | Reduce -5.5% | 95,663 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.49% | Reduce -13.8% | 95,028 | $2.6M |
| River Wealth Advisors LLC | 0.35% | Reduce -2.2% | 94,272 | $2.6M |
| Choreo, LLC | 0.04% | Add +8.9% | 93,625 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 92,696 | $2.6M |
| SeaCrest Wealth Management, LLC | 0.27% | Add +1.4% | 92,171 | $2.6M |
| FMR LLC | 0.00% | Add +7.0% | 92,137 | $2.6M |
| Long Island Wealth Management, Inc. | 1.59% | Reduce -28.7% | 91,786 | $2.5M |
| Prentice Wealth Management LLC | 0.73% | Add +12.0% | 90,764 | $2.5M |
| Tradition Wealth Management, LLC | 0.22% | Add +0.4% | 90,417 | $2.5M |
| CRA Financial Services, LLC | 0.43% | Reduce -6.3% | 89,984 | $2.5M |
| MBA Advisors LLC | 1.26% | Reduce -1.2% | 89,787 | $2.5M |
| Burkett Financial Services, LLC | 1.01% | Reduce -1.0% | 89,336 | $2.5M |
| Leisure Capital Management | 0.96% | Reduce -7.1% | 88,600 | $2.5M |
| Clayton Financial Group LLC | 0.87% | Add +1.9% | 87,415 | $2.4M |
| Global Retirement Partners, LLC | 0.07% | Add +0.6% | 86,891 | $2.4M |
| Keyvantage Wealth, LLC | 1.72% | — | 86,573 | $2.4M |
| McAdam, LLC | 0.13% | Add +73.4% | 85,284 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +6.9% | 85,060 | $2.4M |
| Red Door Wealth Management, LLC | 0.36% | Add +14.6% | 84,259 | $2.3M |
| Centerpoint Advisors, LLC | 0.82% | No change | 84,000 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +4.5% | 83,118 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.4% | 82,146 | $2.3M |
| WBH Advisory Inc. | 0.21% | Reduce -0.7% | 81,513 | $2.3M |
| Dakota Wealth Management | 0.05% | Reduce -1.0% | 81,150 | $2.2M |
| D.B. Root & Company, LLC | 0.71% | Add +48.5% | 80,244 | $2.2M |
| Destination Wealth Management | 0.07% | Reduce -1.0% | 80,211 | $2.2M |
| VSM Wealth Advisory, LLC | 0.79% | — | 80,182 | $2.2M |
| BCS Wealth Management | 0.55% | New | 79,925 | $2.2M |
| Strategic Financial Planning, Inc. | 1.51% | Reduce -0.3% | 79,683 | $2.2M |
| Betterment LLC | 0.01% | Reduce -3.8% | 79,708 | $2.2M |
| Athena Investment Management | 1.27% | Add +1.6% | 79,013 | $2.2M |
| Wealthspire Retirement, LLC | 0.17% | Reduce -0.9% | 78,456 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +6.5% | 78,140 | $2.2M |
| Krilogy Financial LLC | 0.14% | Reduce -0.3% | 77,969 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 0.96% | Reduce -3.1% | 77,709 | $2.2M |
| Compass Financial Group, INC | 0.41% | Add +1.1% | 77,571 | $2.1M |
| SWS Partners | 0.65% | Add +0.4% | 77,033 | $2.1M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Add +0.2% | 76,715 | $2.1M |
| Winthrop Capital Management, LLC | 0.56% | New | 75,798 | $2.1M |
| St. Louis Trust Co | 0.30% | No change | 75,582 | $2.1M |
| Aspen Grove Capital, LLC | 0.44% | Add +0.4% | 74,457 | $2.1M |
| Quadcap Wealth Management, LLC | 0.30% | Add +10.1% | 73,636 | $2.0M |
| Sunburst Financial Group, LLC | 0.50% | Reduce -5.3% | 73,523 | $2.0M |
| Columbia River Financial Group, LLC | 1.40% | — | 73,469 | $2.0M |
| NorthRock Partners, LLC | 0.07% | Add +0.2% | 73,421 | $2.0M |
| Boltwood Capital Management | 0.62% | Reduce -0.2% | 73,294 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -20.1% | 72,586 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.16% | Add +4.3% | 72,191 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +62.9% | 71,634 | $2.0M |
| LifeSteps Financial, Inc. | 1.51% | Reduce -0.2% | 71,023 | $2.0M |
| Madison Park Capital Advisors, LLC | 1.54% | Reduce -1.5% | 69,738 | $1.9M |
| Acas, LLC | 1.42% | Reduce -0.7% | 65,965 | $1.9M |
| Sheets Smith Wealth Management | 0.23% | Add +0.5% | 68,682 | $1.9M |
| Ironwood Financial, llc | 0.40% | Add +12.8% | 68,273 | $1.9M |
| Cambridge Financial Group, LLC | 0.81% | Reduce -8.8% | 68,235 | $1.9M |
| Vision Capital Management, Inc. | 0.28% | Reduce -0.4% | 67,529 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | No change | 67,423 | $1.9M |
| Collective Family Office LLC | 0.51% | Reduce -5.4% | 67,307 | $1.9M |
| Stokes Family Office, LLC | 0.20% | Add +6.1% | 66,966 | $1.9M |
| Novare Capital Management LLC | 0.16% | Reduce -19.4% | 66,708 | $1.8M |
| Values Added Financial LLC | 1.06% | Add +4.2% | 66,100 | $1.8M |
| Renaissance Technologies | 0.00% | New | 66,100 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +1.4% | 66,036 | $1.8M |
| Tradewinds Capital Management, LLC | 0.48% | Reduce -93.6% | 65,878 | $1.8M |
| Waterfront Wealth Inc. | 0.44% | Reduce -66.4% | 65,765 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | No change | 65,583 | $1.8M |
| Summit Financial, LLC | 0.06% | Reduce -6.1% | 65,281 | $1.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.01% | Reduce -1.8% | 64,745 | $1.8M |
| PFG Advisors | 0.11% | Add +0.8% | 63,725 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | No change | 62,909 | $1.7M |
| Fagan Associates, Inc. | 0.28% | Add +0.9% | 62,826 | $1.7M |
| Econ Financial Services Corp | 1.00% | Reduce -3.8% | 62,826 | $1.7M |
| Providence First Trust Co | 0.65% | Reduce -33.0% | 61,873 | $1.7M |
| NBZ Investment Advisors LLC | 0.96% | — | 61,761 | $1.7M |
| Armor Investment Advisors, LLC | 0.70% | Reduce -2.7% | 61,249 | $1.7M |
| Venture Visionary Partners LLC | 0.07% | Reduce -1.4% | 60,939 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Add +2.6% | 60,935 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.8% | 60,928 | $1.7M |
| Integrated Capital Management, LLC | 0.89% | Add +2.5% | 60,301 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +245.0% | 60,264 | $1.7M |
| Koesten, Hirschmann & Crabtree, INC. | 0.93% | No change | 58,449 | $1.6M |
| Smith, Moore & Co. | 0.15% | Reduce -1.0% | 58,207 | $1.6M |
| Cambridge Advisors Inc. | 0.36% | Add +0.5% | 57,921 | $1.6M |
| Panoramic Investment Advisors, LLC | 1.03% | Add +1.7% | 56,946 | $1.6M |
| Warner Financial, Inc. | 0.67% | Add +0.2% | 56,522 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -0.5% | 56,218 | $1.6M |
| Blankinship & Foster, LLC | 0.38% | Reduce -1.4% | 55,923 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +0.6% | 55,824 | $1.5M |
| Smith Anglin Financial, LLC | 0.14% | Add +0.3% | 55,748 | $1.5M |
| Phillips Financial Management, LLC | 0.12% | Reduce -0.7% | 55,645 | $1.5M |
| Edge Capital Group, LLC | 0.07% | No change | 55,551 | $1.5M |
| One Capital Management, LLC | 0.05% | Reduce -2.1% | 55,518 | $1.5M |
| Arkansas Financial Group, Inc. | 0.25% | Reduce -0.3% | 55,255 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.11% | Add +0.4% | 54,600 | $1.5M |
| Madison Wealth Partners, Inc | 0.42% | Add +14.0% | 54,177 | $1.5M |
| Embree Financial Group | 0.26% | Add +7.9% | 53,994 | $1.5M |
| Chandler Asset Management, Inc. | 0.28% | Add +0.4% | 53,760 | $1.5M |
| Lazard Asset Management LLC | 0.00% | No change | 53,604 | $1.5M |
| Millennium Management | 0.00% | New | 53,041 | $1.5M |
| Oldfather Financial Services, LLC | 0.56% | Reduce -1.2% | 53,010 | $1.5M |
| LTG Capital LLC | 1.23% | No change | 52,955 | $1.5M |
| Sculati Wealth Management, LLC | 0.58% | Reduce -2.0% | 52,512 | $1.5M |
| Bfsg, LLC | 0.17% | No change | 52,509 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +2.9% | 52,179 | $1.4M |
| Benchmark Wealth Management, LLC | 0.71% | Add +10.9% | 52,059 | $1.4M |
| Opal Wealth Advisors, LLC | 0.43% | Add +5.1% | 51,821 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +13.9% | 51,799 | $1.4M |
| Bogart Wealth, LLC | 0.07% | Add +0.4% | 51,774 | $1.4M |
| CVA Family Office, LLC | 0.23% | Add +47.4% | 51,307 | $1.4M |
| Sharkey, Howes & Javer | 0.20% | No change | 50,811 | $1.4M |
| Ironwood Wealth Management, LLC. | 0.43% | Reduce -6.8% | 50,406 | $1.4M |
| CHB Investment Group, LLC | 0.76% | Reduce -3.6% | 50,318 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +14.3% | 50,210 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.5% | 49,945 | $1.4M |
| Aspiriant, LLC | 0.05% | Add +5.2% | 49,695 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.7% | 49,296 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +4.3% | 49,210 | $1.4M |
| United Advisor Group, LLC | 0.27% | New | 48,397 | $1.3M |
| IAG Wealth Partners, LLC | 0.24% | Reduce -2.7% | 48,153 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Add +2.5% | 48,083 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +34.4% | 48,079 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.19% | Reduce -0.7% | 47,826 | $1.3M |
| Ifrah Financial Services, Inc. | 0.37% | Reduce -7.9% | 47,690 | $1.3M |
| ETF Store, Inc. | 1.63% | Add +10.6% | 47,562 | $1.3M |
| S.A. Mason LLC | 0.69% | Add +1.6% | 47,547 | $1.3M |
| Strategic Equity Management | 0.55% | Reduce -12.6% | 46,801 | $1.3M |
| Engineers Gate Manager LP | 0.02% | New | 46,749 | $1.3M |
| Holderness Investments Co. | 0.29% | Reduce -0.7% | 46,683 | $1.3M |
| Consolidated Portfolio Review Corp | 0.20% | New | 45,297 | $1.3M |
| Naples Global Advisors, LLC | 0.12% | Reduce -3.9% | 45,122 | $1.3M |
| Leverty Financial Group, LLC | 0.64% | Add +27.6% | 45,030 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -1.7% | 45,010 | $1.2M |
| Legacy Bridge, LLC | 0.65% | No change | 44,820 | $1.2M |
| Lowery Thomas, LLC | 0.80% | Add +3.2% | 44,471 | $1.2M |
| Graypoint LLC | 0.07% | Reduce -2.8% | 44,089 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +32.4% | 43,923 | $1.2M |
| Condor Capital Management | 0.10% | Reduce -1.6% | 42,996 | $1.2M |
| Rialto Wealth Management, LLC | 0.39% | — | 42,816 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -60.5% | 42,657 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Add +1.1% | 42,383 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -12.0% | 42,154 | $1.2M |
| Compass Investment Advisers LLC | 3.39% | — | 42,145 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.58% | — | 42,041 | $1.2M |
| Elevation Wealth Partners, LLC | 0.49% | Reduce -32.3% | 41,935 | $1.2M |
| Whipplewood Advisors, LLC | 0.66% | — | 41,924 | $1.2M |
| Goepper Burkhardt LLC | 0.47% | Reduce -8.7% | 41,881 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.7% | 41,754 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +4.3% | 41,505 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.22% | Add +12.4% | 39,815 | $1.1M |
| ARK & TLK Investments, LLC | 0.39% | No change | 41,001 | $1.1M |
| Kelman-Lazarov, Inc. | 0.20% | Add +1.9% | 40,971 | $1.1M |
| Crescent Sterling, Ltd. | 1.16% | Reduce -3.7% | 40,861 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -0.6% | 40,829 | $1.1M |
| SIMA Wealth Partners, LLC | 0.96% | Reduce -4.9% | 40,710 | $1.1M |
| Clear Investment Research, LLC | 1.45% | Reduce -0.1% | 40,613 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.5% | 40,530 | $1.1M |
| Quadrant Capital Group LLC | 0.08% | Reduce -0.8% | 40,056 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +5.1% | 39,528 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +5.3% | 39,282 | $1.1M |
| Midwest Capital Advisors, LLC | 0.79% | — | 38,988 | $1.1M |
| Sawgrass Asset Management LLC | 0.12% | Add +1.4% | 38,729 | $1.1M |
| Greenwood Gearhart LLC | 0.07% | Add +203.6% | 38,541 | $1.1M |
| Forte Capital LLC | 0.12% | Reduce -4.5% | 38,461 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.09% | No change | 38,415 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.5% | 38,322 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -12.5% | 38,205 | $1.1M |
| Great Waters Wealth Management | 0.13% | Reduce -2.9% | 37,940 | $1.1M |
| Grantvest Financial Group LLC | 1.16% | — | 37,634 | $1.0M |
| First Pacific Financial | 0.24% | Reduce -20.6% | 37,559 | $1.0M |
| FIDELIS iM, LLC | 0.51% | Reduce -21.8% | 37,542 | $1.0M |
| Wisconsin Capital Management LLC | 0.57% | No change | 37,500 | $1.0M |
| Stonebridge Financial Group, LLC | 0.11% | — | 37,234 | $1.0M |
| Private Capital Management LLC | 0.21% | No change | 37,221 | $1.0M |
| Orca Investment Management, LLC | 0.97% | Reduce -9.4% | 37,178 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -18.6% | 37,099 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +1.3% | 37,095 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.8% | 36,737 | $1.0M |
| Five Pine Wealth Management | 0.86% | — | 36,728 | $1.0M |
| Adamsbrown Wealth Consultants LLC | 0.35% | Reduce -0.4% | 36,573 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.2% | 36,538 | $1.0M |
| Altfest L J & Co. Inc. | 0.13% | Add +2.8% | 36,360 | $1.0M |
| Greenleaf Trust | 0.01% | Add +10.0% | 36,208 | $1.0M |
| North Forty Two & Co. | 1.15% | — | 36,050 | $999K |
| Single Point Partners, LLC | 0.23% | New | 35,765 | $991K |
| Bigelow Investment Advisors, LLC | 0.46% | Reduce -2.6% | 35,703 | $989K |
| Savvy Advisors, Inc. | 0.12% | Add +43.2% | 35,652 | $988K |
| Chesapeake Wealth Management | 0.34% | Reduce -3.0% | 35,522 | $984K |
| Motive Wealth Advisors | 0.53% | No change | 35,502 | $984K |
| Burns Matteson Capital Management, LLC | 0.54% | Add +0.3% | 34,996 | $970K |
| Paulson Wealth Management Inc. | 0.26% | Reduce -15.8% | 34,981 | $969K |
| AMG National Trust Bank | 0.03% | No change | 34,650 | $960K |
| Hilltop Partners LLC | 0.33% | Reduce -2.3% | 34,581 | $958K |
| Commerce Bank | 0.01% | Add +0.6% | 34,356 | $952K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.8% | 34,265 | $950K |
| MCF Advisors LLC | 0.07% | Add +1.8% | 34,225 | $948K |
| Fiduciary Trust Co | 0.01% | No change | 34,200 | $948K |
| Clear Point Advisors Inc. | 0.81% | Reduce -0.5% | 34,035 | $943K |
| FF Advisors,LLC | 0.65% | Reduce -76.2% | 32,505 | $942K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -3.3% | 33,927 | $940K |
| Pacific Sun Financial Corp | 0.51% | Reduce -1.1% | 33,836 | $938K |
| Diligent Investors, LLC | 0.21% | No change | 33,711 | $934K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +11.4% | 33,203 | $920K |
| BlueChip Wealth Advisors LLC | 0.51% | Add +2.6% | 33,175 | $919K |
| Calamos Advisors LLC | 0.01% | Add +2.9% | 33,120 | $918K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.4% | 33,011 | $915K |
| Mutual Advisors, LLC | 0.03% | Reduce -66.3% | 31,578 | $906K |
| Compass Ion Advisors, LLC | 0.11% | Reduce -5.9% | 32,481 | $900K |
| Rede Wealth, LLC | 0.34% | Reduce -2.8% | 32,346 | $896K |
| Vise Technologies, Inc. | 0.07% | New | 32,277 | $894K |
| Sigma Planning Corp | 0.03% | Reduce -1.5% | 32,235 | $893K |
| Bank of New York Mellon Corp | 0.00% | Add +107.6% | 31,928 | $885K |
| Quadrature Capital Ltd | 0.02% | New | 31,863 | $883K |
| Pennsylvania Capital Management Inc. | 0.30% | Add +8.9% | 31,817 | $882K |
| RMR Wealth Builders | 0.09% | Add +98.3% | 31,773 | $880K |
| National Wealth Management Group, LLC | 0.58% | Reduce -2.6% | 31,493 | $873K |
| Princeton Global Asset Management LLC | 0.16% | Add +0.2% | 31,436 | $871K |
| Squire Investment Management Company, LLC | 0.38% | Add +12.5% | 31,348 | $869K |
| Cascade Financial Partners, LLC | 0.11% | Reduce -66.5% | 30,888 | $856K |
| FineMark National Bank & Trust | 0.03% | Reduce -0.4% | 30,811 | $854K |
| Wedmont Private Capital | 0.04% | No change | 30,249 | $835K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.1% | 30,044 | $833K |
| Seven Springs Wealth Group, LLC | 0.32% | No change | 30,012 | $832K |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -1.9% | 29,988 | $831K |
| Fortitude Advisory Group L.L.C. | 0.50% | Add +1.3% | 29,836 | $827K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Add +0.7% | 29,667 | $822K |
| K2 Financial Inc. | 0.81% | — | 29,258 | $815K |
| Delta Financial Group, Inc. | 0.19% | New | 29,340 | $813K |
| Cynosure Group, LLC | 0.12% | Add +0.3% | 29,333 | $813K |
| CAP Partners, LLC | 0.57% | No change | 29,216 | $810K |
| Sachetta, LLC | 0.32% | Reduce -1.8% | 29,125 | $807K |
| First Hawaiian Bank | 0.03% | No change | 28,446 | $788K |
| Retirement Planning Group, LLC | 0.04% | Add +3.9% | 28,211 | $782K |
| SOL Capital Management CO | 0.09% | Add +0.4% | 28,084 | $778K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -0.6% | 28,002 | $776K |
| Parkside Financial Bank & Trust | 0.10% | No change | 27,741 | $769K |
| Wilson & Boucher Capital Management, LLC | 0.54% | Reduce -1.1% | 27,390 | $759K |
| Westbourne Investments, Inc. | 0.44% | — | 27,238 | $755K |
| Red Mountain Financial, LLC | 0.81% | Reduce -9.7% | 27,206 | $754K |
| Gallagher Fiduciary Advisors, LLC | 0.15% | New | 27,103 | $751K |
| SageView Advisory Group, LLC | 0.03% | No change | 26,755 | $741K |
| Caprock Group, LLC | 0.02% | Add +55.8% | 26,692 | $740K |
| Donaldson Capital Management, LLC | 0.03% | Add +1.8% | 26,663 | $739K |
| Eley Financial Management, Inc | 0.29% | Reduce -3.0% | 26,475 | $734K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 26,442 | $733K |
| YHB Investment Advisors, Inc. | 0.06% | Add +0.7% | 26,241 | $727K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Add +0.2% | 26,237 | $727K |
| Watershed Private Wealth LLC | 0.28% | Reduce -3.3% | 26,203 | $726K |
| Whelan Financial | 0.28% | Reduce -3.9% | 25,900 | $718K |
| Bcwm, LLC | 0.25% | — | 25,774 | $714K |
| Planning Alternatives Ltd. | 0.11% | Reduce -1.1% | 25,664 | $711K |
| Nwam LLC | 0.04% | Add +1.5% | 25,396 | $704K |
| Harfst & Associates, Inc. | 0.15% | Reduce -0.8% | 25,176 | $698K |
| JBR Co Financial Management Inc | 0.42% | No change | 25,110 | $696K |
| Almanack Investment Partners, LLC. | 0.11% | Add +59.9% | 25,088 | $695K |
| Nautilus Advisors LLC | 0.54% | — | 24,624 | $682K |
| NBT Bank, N.A. | 0.05% | No change | 24,600 | $682K |
| Modus Advisors, LLC | 0.21% | Add +0.2% | 24,597 | $682K |
| Joule Financial, LLC | 0.24% | Reduce -0.8% | 24,577 | $681K |
| Relyea Zuckerberg Hanson LLC | 0.09% | Add +0.4% | 24,361 | $675K |
| TPG Advisors LLC | 0.52% | Add +6.6% | 24,212 | $671K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.19% | Reduce -5.6% | 24,059 | $667K |
| Arista Wealth Management, LLC | 0.16% | No change | 24,042 | $666K |
| Pegasus Asset Management, Inc. | 0.25% | Reduce -19.1% | 23,949 | $664K |
| Continuum Wealth Advisors, LLC | 0.33% | Reduce -0.3% | 23,828 | $660K |
| Chapman Financial Group, LLC | 0.53% | — | 23,792 | $659K |
| TD Private Client Wealth LLC | 0.02% | Add +5140.2% | 23,738 | $658K |
| Evermay Wealth Management LLC | 0.10% | Add +1.6% | 23,381 | $648K |
| Berger Financial Group, Inc | 0.04% | Add +3.5% | 23,300 | $646K |
| Brighton Jones LLC | 0.02% | Add +0.1% | 23,293 | $645K |
| Cooper/Haims Advisors, LLC | 0.36% | No change | 23,036 | $638K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -66.9% | 23,007 | $635K |
| Aspen Investment Management Inc | 0.29% | Reduce -1.3% | 22,799 | $632K |
| Synovus Financial Corp. | 0.01% | Reduce -50.6% | 22,615 | $627K |
| Principal Securities, Inc. | 0.01% | Reduce -7.4% | 22,563 | $625K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.0% | 22,392 | $620K |
| Vestment Financial LLC | 0.47% | — | 22,196 | $617K |
| LifePlan Financial, LLC | 0.55% | Reduce -5.4% | 22,265 | $617K |
| World Investment Advisors | 0.02% | Reduce -6.5% | 22,152 | $614K |
| Cooksen Wealth, LLC | 0.56% | Reduce -7.5% | 22,018 | $610K |
| Biltmore Family Office, LLC | 0.10% | No change | 22,005 | $610K |
| Apella Capital, LLC | 0.02% | Reduce -0.8% | 21,967 | $609K |
| Brown Advisory Inc. | 0.00% | Reduce -14.1% | 21,844 | $605K |
| Ruggaard & Associates LLC | 0.26% | Reduce -3.6% | 21,796 | $604K |
| RFG Advisory, LLC | 0.02% | Add +75.1% | 21,792 | $604K |
| Meridian Financial Advisors, LLC | 0.41% | Reduce -1.6% | 21,675 | $601K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.8% | 21,619 | $599K |
| Hendershot Investments Inc. | 0.08% | Add +2.7% | 21,603 | $599K |
| Financial Consulate, Inc. | 0.16% | Add +2.3% | 21,364 | $592K |
| Pinkerton Wealth, LLC | 0.09% | Add +0.1% | 21,192 | $587K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 21,127 | $585K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.1% | 21,032 | $583K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.2% | 20,925 | $580K |
| SeaBridge Investment Advisors LLC | 0.12% | New | 20,891 | $579K |
| Arkos Global Advisors | 0.08% | Reduce -15.9% | 20,787 | $576K |
| Parkshore Wealth Management, Inc. | 0.34% | — | 20,499 | $568K |
| MADDEN SECURITIES Corp | 0.23% | Reduce -2.2% | 20,413 | $566K |
| Cozad Asset Management Inc. | 0.05% | Reduce -22.1% | 20,382 | $565K |
| Creegan & Nassoura Financial Group, LLC | 0.38% | No change | 20,340 | $564K |
| Hill Island Financial LLC | 0.16% | No change | 20,334 | $563K |
| Vicus Capital | 0.05% | Reduce -5.9% | 19,929 | $552K |
| Lindenwold Advisors, INC | 0.29% | New | 19,845 | $550K |
| White Knight Strategic Wealth Advisors, LLC | 0.23% | Add +78.9% | 19,708 | $546K |
| Stordahl Capital Management, Inc. | 0.13% | Reduce -0.9% | 19,639 | $544K |
| Financial Counselors Inc. | 0.01% | Reduce -0.2% | 19,304 | $535K |
| KPP Advisory Services LLC | 0.13% | Add +6.7% | 19,203 | $532K |
| Warren Street Wealth Advisors, LLC | 0.22% | Reduce -10.2% | 18,978 | $526K |
| Asset Planning Services Inc. /La/ | 0.25% | Add +1.8% | 18,716 | $519K |
| Front Row Advisors LLC | 0.18% | Add +1.0% | 18,724 | $519K |
| Well Done, LLC | 0.09% | Reduce -66.7% | 6,200 | $515K |
| CWC Advisors, LLC. | 0.51% | Add +0.8% | 18,578 | $515K |
| Spire Wealth Management | 0.02% | Reduce -0.5% | 18,565 | $514K |
| Aurora Private Wealth, Inc. | 0.39% | Reduce -0.3% | 18,552 | $514K |
| Haverford Trust Co | 0.01% | No change | 18,540 | $514K |
| Prospera Financial Services Inc | 0.01% | Add +55.1% | 18,505 | $513K |
| Parsons Capital Management Inc. | 0.03% | Reduce -13.0% | 18,514 | $513K |
| Twele Capital Management, Inc. | 0.11% | Reduce -2.1% | 18,470 | $512K |
| Mendel Capital Management LLC | 0.31% | Add +2.0% | 18,221 | $505K |
| Smart Portfolios, LLC | 0.53% | Add +0.2% | 18,180 | $504K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -60.4% | 18,162 | $503K |
| Oakwell Private Wealth Management, LLC | 0.14% | Reduce -5.1% | 18,063 | $501K |
| Pachira Investments Inc. | 0.30% | Add +0.4% | 18,014 | $498K |
| Fisher Asset Management | 0.00% | New | 17,911 | $496K |
| Evernest Financial Advisors, LLC | 0.13% | Add +0.4% | 17,568 | $487K |
| &partners | 0.01% | Add +12.9% | 17,264 | $484K |
| Blair William & Co. | 0.00% | Add +9.0% | 17,467 | $484K |
| Worth Asset Management, LLC | 0.26% | New | 17,441 | $483K |
| West Coast Financial LLC | 0.05% | No change | 17,400 | $482K |
| Glass Jacobson Investment Advisors llc | 0.16% | Reduce -0.3% | 17,357 | $481K |
| Heritage Trust Co | 0.06% | — | 17,100 | $474K |
| Fca Corp. | 0.15% | Reduce -0.8% | 16,836 | $467K |
| Perissos Private Wealth Management, LLC | 0.35% | No change | 16,825 | $466K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 16,781 | $465K |
| Belpointe Asset Management LLC | 0.03% | New | 5,696 | $465K |
| Castle Wealth Management LLC | 0.18% | Reduce -0.6% | 16,760 | $464K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -68.9% | 15,846 | $463K |
| International Private Wealth Advisors LLC | 0.46% | No change | 16,662 | $462K |
| Park Capital Management, LLC / WI | 0.55% | — | 16,607 | $460K |
| Northern Trust Corp. | 0.00% | Add +120.9% | 16,470 | $456K |
| Private Trust Co. NA | 0.05% | Reduce -1.5% | 16,389 | $454K |
| Sherman Asset Management, Inc. | 0.41% | — | 16,362 | $453K |
| Triton Wealth Management, PLLC | 0.23% | No change | 15,403 | $447K |
| Millennium Capital Advisors, LLC | 0.30% | Reduce -3.4% | 16,000 | $443K |
| Williams Financial, LLC | 0.27% | Add +0.4% | 15,775 | $437K |
| Mirador Capital Partners LP | 0.08% | Add +1.8% | 15,737 | $436K |
| Curtis Advisory Group, LLC | 0.11% | Reduce -9.6% | 15,365 | $426K |
| PFG Investments, LLC | 0.03% | Add +7.0% | 15,298 | $424K |
| MBE Wealth Management, LLC | 0.24% | Reduce -1.3% | 15,268 | $423K |
| M&T Bank Corp | 0.00% | No change | 15,261 | $423K |
| Mitchell Capital Management Co. | 0.07% | Reduce -5.0% | 15,090 | $418K |
| BIP Wealth, LLC | 0.03% | Reduce -15.1% | 15,027 | $416K |
| Bantamac Capital, LLC | 0.19% | No change | 15,000 | $416K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,997 | $416K |
| Country Club Bank | 0.03% | No change | 15,000 | $415K |
| Heritage Wealth Partners, LLC | 0.52% | Add +0.4% | 14,962 | $415K |
| Tilia Fiduciary Partners, Inc. | 0.28% | Add +0.6% | 14,925 | $414K |
| Aspire Capital Advisors LLC | 0.12% | Add +0.2% | 14,870 | $412K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +20.6% | 14,637 | $406K |
| Hamilton Capital, LLC | 0.03% | Reduce -66.7% | 14,610 | $405K |
| Plancorp, LLC | 0.02% | No change | 14,561 | $403K |
| West Paces Advisors Inc. | 0.10% | Reduce -1.0% | 14,550 | $403K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -0.9% | 14,353 | $398K |
| James Investment Research, Inc. | 0.05% | Add +23.8% | 14,054 | $389K |
| Enclave Advisors LLC | 0.06% | Reduce -11.6% | 14,048 | $389K |
| MeadowBrook Investment Advisors LLC | 0.35% | Reduce -4.4% | 13,850 | $384K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +39.9% | 13,841 | $384K |
| Bank of Montreal | 0.00% | Add +18.5% | 13,779 | $382K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -66.7% | 4,588 | $381K |
| Selective Wealth Management, Inc. | 0.15% | Reduce -19.3% | 13,446 | $378K |
| Continental Investors Services, Inc. | 0.75% | Reduce -6.5% | 13,628 | $378K |
| Berkeley, Inc | 0.20% | Reduce -51.6% | 13,604 | $377K |
| First Trust Advisors LP | 0.00% | New | 13,601 | $377K |
| NewSquare Capital LLC | 0.03% | No change | 13,542 | $375K |
| Fingerlakes Wealth Management, Inc. | 0.30% | Add +0.2% | 13,463 | $373K |
| Genesee Capital Advisors, LLC | 0.17% | New | 13,417 | $372K |
| Comerica Bank | 0.00% | Add +40.7% | 13,278 | $368K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +6.1% | 13,141 | $364K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 13,134 | $364K |
| Firestone Capital Management | 0.09% | Add +5.9% | 13,118 | $363K |
| RBA Wealth Management, LLC | 0.14% | Reduce -4.7% | 13,067 | $362K |
| Falcon Wealth Planning | 0.04% | New | 13,011 | $361K |
| Scotia Capital Inc. | 0.00% | Add +0.2% | 12,990 | $360K |
| Prestige Wealth Management Group LLC | 0.07% | Reduce -0.7% | 12,982 | $360K |
| Harbour Capital Advisors, LLC | 0.08% | No change | 12,735 | $357K |
| Lederer & Associates Investment Counsel | 0.25% | Add +0.4% | 12,863 | $356K |
| Sandy Spring Bank | 0.01% | Add +0.2% | 12,793 | $354K |
| AlphaCore Capital LLC | 0.08% | No change | 12,744 | $353K |
| Hoxton Planning & Management, LLC | 0.13% | New | 12,456 | $345K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.2% | 12,421 | $344K |
| Tandem Investment Partners LLC | 0.32% | — | 12,229 | $339K |
| Harbour Investment Management LLC | 0.15% | No change | 12,164 | $337K |
| Empower Advisory Group, LLC | 0.00% | Add +22.8% | 12,162 | $337K |
| Windsor Advisory Group, LLC | 0.39% | Reduce -73.9% | 12,092 | $335K |
| Tenret Co LLC | 0.21% | No change | 11,985 | $332K |
| Busey Bank | 0.01% | Add +0.2% | 11,973 | $332K |
| Armbruster Capital Management, Inc. | 0.07% | Reduce -0.2% | 11,795 | $327K |
| Raub Brock Capital Management LP | 0.07% | Add +0.7% | 11,749 | $326K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +2.4% | 11,735 | $325K |
| Keystone Wealth Services, LLC | 0.09% | No change | 11,678 | $324K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +23.5% | 11,597 | $321K |
| Goldstein Advisors, LLC | 0.05% | Add +3.6% | 11,583 | $321K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -0.6% | 11,578 | $321K |
| Elmwood Wealth Management, Inc. | 0.13% | No change | 11,479 | $318K |
| Guardian Wealth Advisors, LLC | 0.20% | Add +2.1% | 11,436 | $317K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -0.4% | 11,361 | $315K |
| Kaizen Financial Strategies | 0.18% | Add +0.4% | 11,308 | $313K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -10.4% | 11,230 | $311K |
| TrinityPoint Wealth, LLC | 0.04% | Add +13.1% | 11,163 | $309K |
| Total Wealth Planning, LLC | 0.05% | Reduce -2.8% | 11,148 | $309K |
| Praetorian Wealth Management, Inc. | 0.07% | New | 11,145 | $309K |
| Flavin Financial Services, Inc. | 0.29% | — | 11,108 | $308K |
| Marietta Investment Partners LLC | 0.07% | Add +1.9% | 11,103 | $308K |
| American Financial Advisors, LLC | 0.04% | Reduce -0.5% | 11,079 | $307K |
| Albion Financial Group | 0.02% | Reduce -1.0% | 10,945 | $303K |
| David Wealth Management LLC | 0.25% | — | 10,887 | $302K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 10,880 | $301K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | Add +1.7% | 10,872 | $301K |
| Attessa Capital LLC | 0.20% | — | 10,786 | $299K |
| Centaurus Financial, Inc. | 0.02% | No change | 10,742 | $298K |
| Strategic Investment Solutions, Inc. | 0.10% | Reduce -0.9% | 10,750 | $298K |
| HUB Investment Partners, LLC | 0.01% | Add +8.1% | 10,735 | $297K |
| Thrive Wealth Management, LLC | 0.05% | Add +15.2% | 10,713 | $297K |
| Headinvest, LLC | 0.06% | No change | 10,555 | $292K |
| XY Planning Network, Inc. | 0.22% | — | 10,513 | $291K |
| Kiley Juergens Wealth Management, LLC | 0.07% | New | 10,383 | $288K |
| Optimum Investment Advisors | 0.13% | Add +0.9% | 10,356 | $287K |
| Old Port Advisors | 0.08% | Reduce -27.6% | 10,276 | $285K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -23.1% | 10,198 | $283K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -23.1% | 10,198 | $283K |
| Appleton Partners Inc. | 0.02% | No change | 10,064 | $279K |
| Advisor OS, LLC | 0.03% | New | 10,009 | $277K |
| Everstar Asset Management, LLC | 0.20% | Add +4.7% | 9,969 | $276K |
| Magnolia Private Wealth, LLC | 0.24% | — | 9,930 | $275K |
| Ascension Capital Advisors, Inc. | 0.12% | Reduce -1.2% | 9,810 | $272K |
| Ewa, LLC | 0.10% | Reduce -68.4% | 9,799 | $272K |
| Old National Bancorp | 0.01% | Add +1.9% | 9,693 | $269K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 9,318 | $267K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $267K |
| Apeiron RIA LLC | 0.07% | No change | 9,618 | $267K |
| Ancora Advisors LLC | 0.01% | No change | 9,606 | $266K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.4% | 9,408 | $263K |
| Mission Wealth Management, LP | 0.01% | Add +0.5% | 9,487 | $263K |
| Stevens Capital Partners | 0.12% | Add +21.2% | 9,462 | $262K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +1.3% | 9,437 | $262K |
| American Trust | 0.02% | Reduce -5.0% | 9,307 | $258K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.1% | 9,268 | $257K |
| Awm Capital, LLC | 0.03% | No change | 9,252 | $256K |
| Gainplan LLC | 0.10% | Reduce -1.0% | 9,237 | $256K |
| Beck Mack & Oliver LLC | 0.00% | Reduce -9.8% | 9,167 | $254K |
| Simplicity Wealth,LLC | 0.05% | New | 9,158 | $254K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +32.0% | 11,876 | $252K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 9,000 | $249K |
| Zacks Investment Management | 0.00% | Add +2.0% | 8,881 | $246K |
| Unique Wealth, LLC | 0.05% | No change | 8,877 | $246K |
| Farnam Financial LLC | 0.26% | No change | 8,857 | $245K |
| Quantinno Capital Management LP | 0.00% | New | 8,781 | $243K |
| Mgo One Seven LLC | 0.01% | Reduce -54.6% | 8,732 | $242K |
| Clarity Capital Advisors, LLC | 0.16% | Reduce -17.0% | 8,673 | $240K |
| Gray Wealth Management Inc. | 0.09% | No change | 8,670 | $240K |
| Liberty Capital Management, Inc. | 0.05% | Add +3.2% | 8,669 | $240K |
| American Financial & Tax Strategies Inc. | 0.12% | Add +0.8% | 8,644 | $240K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -5.6% | 8,613 | $239K |
| Hengehold Capital Management LLC | 0.02% | Add +7.0% | 8,498 | $235K |
| Assetmark, Inc. | 0.00% | Add +577.2% | 8,431 | $234K |
| Highland Capital Management, LLC | 0.01% | Reduce -4.4% | 8,415 | $233K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 8,247 | $229K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -7.1% | 8,244 | $228K |
| Kelleher Financial Advisors | 0.09% | No change | 8,175 | $227K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 8,148 | $226K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,124 | $225K |
| Better Money Decisions, LLC | 0.16% | Add +0.4% | 8,102 | $225K |
| Next Capital Management LLC | 0.09% | No change | 8,094 | $224K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 8,034 | $223K |
| Avion Wealth | 0.06% | Add +2.1% | 8,041 | $222K |
| Valtinson Bruner Financial Planning LLC | 0.08% | No change | 7,971 | $221K |
| Financial Management Network Inc. | 0.05% | Add +0.4% | 7,851 | $220K |
| Family Manage LLC | 0.04% | No change | 7,896 | $219K |
| First National Trust Co | 0.01% | No change | 7,893 | $219K |
| One Day In July LLC | 0.02% | No change | 7,875 | $218K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -0.2% | 7,806 | $216K |
| Heirloom Wealth Management | 0.06% | New | 7,749 | $215K |
| Keybank National Association | 0.00% | No change | 7,722 | $214K |
| Procyon Advisors, LLC | 0.01% | Add +1.2% | 7,721 | $214K |
| LCNB Corp. | 0.08% | No change | 7,680 | $213K |
| Meriwether Wealth & Planning, LLC | 0.15% | — | 7,656 | $212K |
| Stephens Inc. | 0.00% | No change | 7,612 | $211K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 7,566 | $210K |
| Romano Brothers and Company | 0.03% | Reduce -4.8% | 7,500 | $208K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 7,470 | $207K |
| Slow Capital, Inc. | 0.03% | No change | 7,461 | $207K |
| CJM Wealth Advisers, Ltd. | 0.07% | New | 7,441 | $206K |
| DecisionPoint Financial, LLC | 0.06% | Add +0.4% | 7,412 | $205K |
| Shaker Investments LLC | 0.09% | Reduce -4.3% | 7,374 | $204K |
| Evercore Wealth Management, LLC | 0.00% | No change | 7,335 | $203K |
| Liberty Wealth Management LLC | 0.03% | New | 7,285 | $202K |
| FinDec Wealth Services, Inc. | 0.14% | Reduce -29.8% | 7,282 | $202K |
| Peterson Wealth Management | 0.12% | No change | 7,257 | $201K |
| L.M. Kohn & Company | 0.05% | New | 7,229 | $200K |
| Topsail Wealth Management, LLC | 0.04% | — | 7,079 | $196K |
| Robbins Farley | 0.10% | Reduce -9.7% | 7,032 | $195K |
| Ballast Advisors LLC | 0.06% | Reduce -10.0% | 6,987 | $194K |
| Qube Research & Technologies Ltd | 0.00% | Add +76.9% | 6,925 | $192K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.4% | 6,796 | $188K |
| AE Wealth Management LLC | 0.00% | New | 6,648 | $184K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $184K |
| Citadel Advisors | 0.00% | Reduce -87.9% | 6,539 | $181K |
| Robinswood Financial LLC | 0.07% | No change | 6,387 | $177K |
| Fairman Group, LLC | 0.14% | Add +0.2% | 6,240 | $173K |
| Pflug Koory, LLC | 0.01% | Reduce -2.4% | 6,171 | $171K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,024 | $167K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 5,973 | $166K |
| NWK Group, Inc. | 0.06% | Add +14.3% | 5,907 | $164K |
| AdvisorNet Financial, Inc | 0.01% | Add +3.5% | 5,772 | $160K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $150K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 5,205 | $144K |
| ORG Partners LLC | 0.02% | No change | 5,155 | $143K |
| Bank of New Hampshire | 0.04% | No change | 5,115 | $142K |
| Clark Wealth Partners | 0.11% | — | 5,080 | $141K |
| Davis Capital Management | 0.11% | No change | 4,845 | $134K |
| Key Financial Inc | 0.03% | No change | 4,839 | $134K |
| Signaturefd, LLC | 0.00% | No change | 4,689 | $130K |
| Johnson Financial Group, Inc. | 0.01% | No change | 4,302 | $125K |
| BlackRock, Inc. | 0.00% | Add +187.9% | 4,319 | $120K |
| SYM FINANCIAL Corp | 0.02% | Reduce -34.4% | 4,299 | $119K |
| Evolution Advisers, Inc. | 0.06% | No change | 4,191 | $116K |
| Bokf, NA | 0.00% | No change | 4,149 | $115K |
| Promus Capital, LLC | 0.08% | — | 3,996 | $111K |
| First Community Trust NA | 0.08% | No change | 3,825 | $106K |
| Capital Analysts, LLC | 0.00% | Add +43.9% | 3,674 | $102K |
| Wingate Wealth Advisors, Inc. | 0.10% | — | 3,632 | $101K |
| CoreCap Advisors, LLC | 0.00% | Add +7.3% | 3,263 | $90K |
| Operose Advisors LLC | 0.03% | Add +0.4% | 3,258 | $90K |
| Coston, McIsaac & Partners | 0.02% | No change | 3,060 | $84K |
| Smartleaf Asset Management LLC | 0.01% | New | 2,996 | $83K |
| RE Dickinson Investment Advisors, LLC | 0.07% | Reduce -2.6% | 298,027 | $83K |
| Trust Co. of Vermont | 0.00% | Reduce -40.9% | 2,959 | $82K |
| Founders Financial Alliance, LLC | 0.02% | No change | 2,940 | $81K |
| Asset Dedication, LLC | 0.01% | No change | 2,889 | $80K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 2,880 | $80K |
| Contravisory Investment Management, Inc. | 0.02% | Reduce -8.0% | 2,852 | $79K |
| Blue Trust, Inc. | 0.00% | Reduce -54.5% | 2,812 | $78K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,799 | $78K |
| EnRich Financial Partners LLC | 0.03% | Add +3.0% | 2,772 | $77K |
| Addison Advisors LLC | 0.02% | No change | 2,682 | $74K |
| Hurley Capital, LLC | 0.06% | — | 2,622 | $74K |
| Richards, Merrill & Peterson, Inc. | 0.04% | — | 2,640 | $73K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $71K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 2,460 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $67K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,322 | $64K |
| Global Wealth Strategies & Associates | 0.02% | No change | 2,207 | $61K |
| Palouse Capital Management, Inc. | 0.04% | Add +12.9% | 2,168 | $60K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 2,124 | $59K |
| Investors Research Corp | 0.01% | No change | 2,109 | $58K |
| Sound Income Strategies, LLC | 0.00% | Add +260.3% | 2,086 | $58K |
| Motco | 0.01% | Reduce -15.3% | 2,032 | $56K |
| Millstone Evans Group, LLC | 0.04% | — | 2,004 | $56K |
| Studio Investment Management LLC | 0.01% | No change | 1,869 | $52K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,824 | $51K |
| Stephens Consulting, LLC | 0.01% | No change | 1,818 | $50K |
| Continuum Advisory, LLC | 0.01% | Reduce -21.2% | 1,811 | $50K |
| Vermillion Wealth Management, Inc. | 0.03% | — | 1,792 | $50K |
| Bellwether Advisors, LLC | 0.01% | New | 1,728 | $48K |
| Finley Financial, LLC | 0.02% | — | 1,668 | $48K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 1,665 | $46K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,650 | $46K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 1,579 | $44K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -6.3% | 1,560 | $43K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,512 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,476 | $41K |
| Glassman Wealth Services | 0.01% | No change | 1,395 | $39K |
| UMB Bank, n.a. | 0.00% | No change | 1,323 | $37K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -6.6% | 1,309 | $36K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 1,282 | $36K |
| Greenline Partners, LLC | 0.00% | New | 1,246 | $35K |
| Archer Investment Corp | 0.01% | Add +0.2% | 1,241 | $34K |
| Cordant, Inc. | 0.02% | No change | 1,089 | $30K |
| Noble Wealth Management PBC | 0.02% | — | 1,077 | $30K |
| Ransom Advisory, Ltd | 0.01% | No change | 1,050 | $29K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,050 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,029 | $29K |
| Truvestments Capital LLC | 0.01% | No change | 984 | $27K |
| Geneos Wealth Management Inc. | 0.00% | No change | 960 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 951 | $26K |
| Castleview Partners, LLC | 0.01% | Reduce -5.8% | 952 | $26K |
| Oarsman Capital, Inc. | 0.00% | No change | 933 | $26K |
| Rothschild Investment LLC | 0.00% | Add +0.1% | 775 | $21K |
| WASHINGTON TRUST Co | 0.00% | No change | 750 | $21K |
| Tucker Asset Management LLC | 0.00% | No change | 744 | $21K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $20K |
| McClarren Financial Advisors, Inc. | 0.06% | New | 748 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 657 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 651 | $18K |
| National Bank of Canada | 0.00% | No change | 651 | $18K |
| Main Street Group, LTD | 0.01% | Add +0.2% | 634 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $16K |
| Citigroup Inc. | 0.00% | Reduce -39.4% | 571 | $16K |
| Mainstream Capital Management LLC | 0.01% | New | 528 | $15K |
| Ameriflex Group, Inc. | 0.01% | — | 501 | $14K |
| Fairfield Financial Advisors, LTD | 0.00% | Add +0.2% | 505 | $14K |
| Pineridge Advisors LLC | 0.01% | Reduce -99.6% | 491 | $14K |
| JDM Financial Group LLC | 0.01% | No change | 480 | $13K |
| Simplex Trading, LLC | 0.00% | New | 470 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 465 | $13K |
| MilWealth Group LLC | 0.00% | New | 453 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 438 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +1952.4% | 431 | $12K |
| Decker Retirement Planning Inc. | 0.01% | — | 426 | $12K |
| Synergy Investment Management, LLC | 0.01% | — | 426 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 396 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 396 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 393 | $11K |
| Sage Mountain Advisors LLC | 0.00% | New | 393 | $11K |
| POM Investment Strategies, LLC | 0.01% | No change | 375 | $10K |
| Horrell Capital Management, Inc. | 0.00% | New | 360 | $10K |
| Ridgewood Investments LLC | 0.00% | Reduce -53.3% | 342 | $9K |
| Arax Advisory Partners | 0.00% | No change | 336 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $9K |
| Rise Advisors, LLC | 0.00% | Add +0.3% | 304 | $8K |
| Atticus Wealth Management, LLC | 0.00% | No change | 294 | $8K |
| Raleigh Capital Management Inc. | 0.00% | No change | 255 | $7K |
| Colonial Trust Co / SC | 0.00% | New | 255 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 249 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +23.1% | 240 | $7K |
| Synergy Asset Management, LLC | 0.00% | New | 76 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 222 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.5% | 217 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.4% | 216 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $6K |
| Heritage Wealth Advisors | 0.00% | Add +0.5% | 196 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 174 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -66.5% | 160 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.7% | 154 | $4K |
| Winnacle Wealth LLC | 0.00% | — | 142 | $4K |
| Towne Trust Company, N.A | 0.00% | New | 126 | $3K |
| Caitlin John, LLC | 0.00% | Reduce -66.7% | 114 | $3K |
| Balentine LLC | 0.00% | No change | 114 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 87 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 82 | $2K |
| EPG Wealth Management LLC | 0.00% | No change | 81 | $2K |
| GS Investments, Inc. | 0.00% | Reduce -66.7% | 70 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 54 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 12 | $334 |
| Financially Speaking Inc | 0.00% | — | 12 | $333 |
| TCTC Holdings, LLC | 0.00% | No change | 6 | $166 |
| Abound Wealth Management | 0.00% | Reduce -81.8% | 6 | $159 |
| Accredited Wealth Management, LLC | 0.00% | — | 2 | $56 |
"% 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.