Schwab US Mid Cap ETFSCHMETF
13F holders, Q1 2025 (March 31)912holders −19
41new positions
55sold out
3famous investors
$26.22avg. 13F price*
At the end of Q1 2025, 912 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, down 19 from Q4 2024. 41 opened new positions and 55 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Creative Planning ($757.7M) and HighTower Advisors, LLC ($263.1M). 3 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $48.8M |
| Exits | 55 | $24.7M |
All 13F filers, Q4 2024 → Q1 2025: 14,509,223 shares bought and 7,146,128 shares sold, net +7,363,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 912 holders
| Financial Engines Advisors L.L.C. | 3.30% | Reduce -1.1% | 58,765,352 | $1.5B |
| Creative Planning | 0.71% | Add +1.1% | 28,918,993 | $757.7M |
| HighTower Advisors, LLC | 0.36% | Reduce -0.4% | 10,041,554 | $263.1M |
| Moneta Group Investment Advisors LLC | 3.20% | Add +18.5% | 8,865,258 | $232.3M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +8.1% | 8,201,534 | $214.9M |
| Advisory Alpha, LLC | 6.50% | Add +27.7% | 7,300,752 | $191.2M |
| Cerity Partners LLC | 0.37% | Add +2.9% | 6,908,231 | $181.0M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Reduce -3.0% | 5,903,425 | $154.7M |
| UBS Group AG | 0.03% | Add +18.6% | 5,148,336 | $134.9M |
| Legacy Wealth Management, LLC | 7.34% | Add +0.6% | 4,203,019 | $110.1M |
| Fragasso Financial Advisors Inc | 5.84% | Reduce -10.3% | 3,000,909 | $78.6M |
| Prime Capital Investment Advisors, LLC | 0.91% | Add +42.2% | 2,972,884 | $77.9M |
| JMG Financial Group, Ltd. | 2.54% | Reduce -0.2% | 2,875,095 | $75.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.4% | 2,452,411 | $64.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 2,415,522 | $63.3M |
| Mariner, LLC | 0.10% | Add +1.2% | 2,187,656 | $57.3M |
| Summit Financial Strategies, Inc. | 4.99% | Reduce -2.8% | 1,886,684 | $49.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.4% | 1,819,929 | $47.7M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -4.4% | 1,611,068 | $47.5M |
| Waverly Advisors, LLC | 0.58% | Add +293.1% | 1,805,978 | $47.3M |
| Jones Financial Companies LLLP | 0.04% | Add +28.6% | 1,658,202 | $43.4M |
| LPL Financial LLC | 0.02% | Add +1.1% | 1,648,859 | $43.2M |
| Mercer Global Advisors Inc. | 0.10% | Add +0.4% | 1,607,151 | $42.1M |
| Beacon Pointe Advisors, LLC | 0.47% | Reduce -2.8% | 1,595,114 | $41.8M |
| Morgan Stanley | 0.00% | Add +50.1% | 1,584,389 | $41.5M |
| Gemmer Asset Management LLC | 4.07% | Add +2.5% | 1,554,746 | $40.7M |
| DAVENPORT & Co LLC | 0.24% | Add +5.8% | 1,543,630 | $40.4M |
| Advocacy Wealth Management, LLC | 2.68% | Reduce -10.0% | 1,501,765 | $39.3M |
| BLB&B Advisors, LLC | 1.85% | Reduce -0.8% | 1,387,851 | $36.4M |
| Captrust Financial Advisors | 0.09% | Add +287.4% | 1,320,822 | $34.6M |
| Exencial Wealth Advisors, LLC | 1.21% | Add +12.1% | 1,242,993 | $32.6M |
| Summit Asset Management, LLC | 5.63% | Add +1.0% | 1,242,188 | $32.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.94% | Add +2.2% | 1,083,986 | $28.4M |
| Mokosak Advisory Group, LLC | 8.50% | Add +2.1% | 1,050,999 | $27.5M |
| Bank of America Corp. | 0.00% | Add +16.6% | 1,041,279 | $27.3M |
| Sage Financial Group Inc. | 2.05% | Add +16.4% | 968,327 | $25.4M |
| Curi Capital, LLC | 0.60% | Reduce -9.2% | 932,112 | $24.4M |
| Dynamic Advisor Solutions LLC | 0.80% | New | 923,532 | $24.2M |
| RKL Wealth Management LLC | 2.22% | Reduce -38.8% | 900,465 | $23.6M |
| High Note Wealth, LLC | 5.50% | Add +2.9% | 847,296 | $22.2M |
| Modera Wealth Management, LLC | 0.30% | Reduce -7.7% | 841,413 | $22.0M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -19.6% | 831,404 | $21.8M |
| Northeast Financial Group, Inc. | 8.02% | Add +5.6% | 820,667 | $21.5M |
| IFP Advisors, Inc | 0.62% | Add +0.3% | 771,852 | $20.2M |
| Chicago Partners Investment Group LLC | 0.63% | Add +11.1% | 726,877 | $19.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.3% | 697,072 | $18.3M |
| MAI Capital Management | 0.14% | Add +4.8% | 688,912 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.5% | 680,120 | $17.8M |
| Koshinski Asset Management, Inc. | 1.49% | Add +3.7% | 668,724 | $17.5M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -1.1% | 667,206 | $17.5M |
| Berkshire Asset Management LLC | 0.83% | Add +5.0% | 654,843 | $17.3M |
| Corient Private Wealth LP | 0.03% | Reduce -1.8% | 651,939 | $17.1M |
| Compass Advisory Group LLC | 5.94% | Add +5.8% | 650,988 | $17.1M |
| Focus Partners Wealth | 0.04% | Add +0.1% | 640,723 | $16.8M |
| Manchester Financial Inc. | 3.75% | Reduce -22.7% | 634,603 | $16.6M |
| Bangor Savings Bank | 1.56% | Add +1.2% | 630,649 | $16.5M |
| Marshall Financial Group Inc. | 5.20% | Reduce -1.8% | 630,291 | $16.5M |
| Noble Family Wealth, LLC | 4.49% | Reduce -7.2% | 622,368 | $16.3M |
| Denver PWM, LLC | 5.85% | Add +9.0% | 620,349 | $16.3M |
| Johnson Investment Counsel Inc. | 0.15% | Add +5.6% | 594,465 | $15.6M |
| Essex LLC | 3.29% | Reduce -0.5% | 579,780 | $15.2M |
| Asset Management Group, Inc. | 2.69% | Reduce -0.7% | 556,210 | $14.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 552,692 | $14.5M |
| Lutz Financial Services LLC | 1.17% | Reduce -3.3% | 546,684 | $14.3M |
| FAS Wealth Partners, Inc. | 1.17% | Add +2.3% | 546,288 | $14.3M |
| First National Corp. /Ma/ | 3.07% | Add +4.2% | 530,901 | $13.9M |
| Bleakley Financial Group, LLC | 0.44% | Add +0.6% | 521,583 | $13.7M |
| Curbstone Financial Management Corp | 2.86% | Reduce -0.8% | 517,989 | $13.6M |
| Triangle Securities Wealth Management | 3.45% | Add +1.2% | 511,700 | $13.4M |
| Sherwood Financial Partners, LLC | 12.97% | Add +1.7% | 510,035 | $13.4M |
| HHM Wealth Advisors, LLC | 1.78% | Reduce -2.0% | 505,859 | $13.3M |
| Pittenger & Anderson Inc. | 0.48% | Add +1.1% | 499,519 | $13.1M |
| Savant Capital, LLC | 0.11% | Reduce -2.0% | 497,632 | $13.0M |
| Richardson Capital Management LLC | 8.04% | Add +1.7% | 492,330 | $12.9M |
| Trinity Legacy Partners, LLC | 3.26% | Add +4.3% | 467,830 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 490,051 | $12.8M |
| Cetera Investment Advisers | 0.02% | Reduce -1.8% | 485,546 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 485,015 | $12.7M |
| Trust Point Inc. | 1.15% | Add +0.1% | 483,146 | $12.7M |
| Harbor Group, Inc. | 2.53% | Reduce -0.7% | 482,545 | $12.6M |
| Benjamin Edwards Inc. | 0.17% | Add +59.7% | 475,255 | $12.5M |
| Spinnaker Investment Group, LLC | 2.75% | Add +6.1% | 464,416 | $12.2M |
| Seneca Financial Advisors LLC | 5.86% | Add +1.9% | 461,254 | $12.1M |
| Pacific Sage Partners, LLC | 2.72% | Reduce -1.1% | 461,067 | $12.1M |
| IMA Advisory Services, Inc. | 1.38% | Reduce -1.8% | 443,103 | $11.6M |
| Courage Miller Partners, LLC | 3.84% | Add +3.6% | 432,841 | $11.3M |
| Focus Financial Network, Inc. | 0.46% | Reduce -4.4% | 431,494 | $11.3M |
| Horizon Financial Services, LLC | 6.30% | Add +39.0% | 431,142 | $11.3M |
| ProVise Management Group, LLC | 0.96% | Reduce -9.5% | 429,905 | $11.3M |
| Larson Financial Group LLC | 0.53% | Reduce -3.4% | 428,532 | $11.2M |
| Womack Financial LLC | 10.25% | Add +0.3% | 427,421 | $11.2M |
| Clearwater Capital Advisors, LLC | 1.08% | Add +4.7% | 424,693 | $11.1M |
| White & Co Financial Planning Inc | 9.54% | Reduce -1.2% | 422,899 | $11.1M |
| Fifth Third Securities, Inc. | 0.91% | Add +2.6% | 412,589 | $10.8M |
| HBK Sorce Advisory LLC | 0.32% | Reduce -10.2% | 409,942 | $10.7M |
| Valley National Advisers Inc. | 1.88% | Reduce -1.8% | 397,077 | $10.4M |
| Arbor Trust Wealth Advisors, LLC | 4.84% | Reduce -0.3% | 394,082 | $10.3M |
| MML Investors Services, LLC | 0.03% | Reduce -1.9% | 392,622 | $10.3M |
| Omega Financial Group, LLC | 3.92% | Reduce -4.2% | 389,579 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Add +12.3% | 386,980 | $10.1M |
| Clearstead Advisors, LLC | 0.16% | Add +5.0% | 383,690 | $10.1M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | Add +3.3% | 383,114 | $10.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.7% | 381,409 | $10.0M |
| St. Johns Investment Management Company, LLC | 4.93% | Reduce -6.0% | 380,832 | $10.0M |
| Lodestar Private Asset Management LLC | 1.25% | Add +4.3% | 380,686 | $10.0M |
| Leavell Investment Management, Inc. | 0.49% | Reduce -6.5% | 380,430 | $10.0M |
| Milestone Investment Advisors LLC | 2.73% | Reduce -6.2% | 375,126 | $9.8M |
| Peak Financial Management, Inc. | 2.93% | Add +1.0% | 372,940 | $9.8M |
| Bush Investment Group, LLC | 7.30% | Reduce -4.1% | 369,990 | $9.7M |
| Christensen, King & Associates Investment Services, Inc. | 4.56% | Reduce -0.8% | 354,897 | $9.6M |
| North Star Asset Management Inc. | 0.44% | Add +0.9% | 366,981 | $9.6M |
| Alliance Wealth Management Group | 2.57% | Reduce -3.0% | 364,259 | $9.5M |
| Towercrest Capital Management | 1.81% | Reduce -3.0% | 364,259 | $9.5M |
| Nadler Financial Group, Inc. | 1.05% | Add +0.7% | 362,377 | $9.5M |
| Tiller Private Wealth, Inc. | 3.95% | Add +0.7% | 362,308 | $9.5M |
| Farther Finance Advisors, LLC | 0.24% | Add +39.3% | 352,630 | $9.3M |
| Strategic Family Wealth Counselors, L.L.C. | 3.01% | Add +0.9% | 353,307 | $9.3M |
| Sightline Wealth Advisors, LLC | 4.77% | Add +1.8% | 345,587 | $9.1M |
| Fortis Capital Management LLC | 1.75% | Reduce -5.9% | 343,847 | $9.0M |
| OneAscent Financial Services LLC | 0.58% | Add +105.7% | 336,810 | $8.8M |
| HB Wealth Management, LLC | 0.07% | Add +0.7% | 334,873 | $8.8M |
| Lincoln Capital Corp. | 3.64% | Reduce -2.2% | 332,842 | $8.7M |
| Avior Wealth Management, LLC | 0.33% | Reduce -0.6% | 332,829 | $8.7M |
| Wealthspire Advisors, LLC | 0.05% | Add +99.4% | 329,642 | $8.6M |
| Schneider Downs Wealth Management Advisors, LP | 1.55% | Add +13.3% | 326,433 | $8.6M |
| Allworth Financial LP | 0.05% | Add +44.2% | 333,500 | $8.5M |
| Lee Financial Co | 1.30% | Reduce -1.8% | 323,669 | $8.5M |
| Gradient Capital Advisors, LLC | 2.71% | Add +3.9% | 316,415 | $8.3M |
| Patriot Investment Management Group, Inc. | 0.62% | Add +1.7% | 315,823 | $8.3M |
| Pring Turner Capital Group Inc. | 5.13% | Reduce -4.3% | 315,482 | $8.3M |
| Money Concepts Capital Corp. | 0.61% | Add +3.2% | 308,394 | $8.1M |
| Bernard Wealth Management Corp. | 3.93% | Add +5.4% | 307,218 | $8.0M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 304,476 | $8.0M |
| Missouri Trust & Investment Co | 2.80% | Add +0.6% | 304,346 | $8.0M |
| AQR Capital Management | 0.01% | Add +22.7% | 298,919 | $7.8M |
| Kavar Capital Partners Group, LLC | 1.28% | Add +13.0% | 294,162 | $7.7M |
| Main Street Financial Solutions, LLC | 0.65% | Add +6.9% | 286,818 | $7.5M |
| Moisand Fitzgerald Tamayo, LLC | 1.04% | Reduce -1.1% | 286,789 | $7.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.5% | 285,840 | $7.5M |
| Cary Street Partners Financial LLC | 0.23% | Reduce -4.7% | 283,997 | $7.4M |
| Townsquare Capital LLC | 0.08% | Add +0.9% | 282,484 | $7.4M |
| Brand Asset Management Group, Inc. | 3.07% | Reduce -1.4% | 281,267 | $7.4M |
| Ausdal Financial Partners, Inc. | 0.55% | Add +2.0% | 278,636 | $7.3M |
| Visionary Wealth Advisors | 0.44% | Reduce -1.0% | 277,453 | $7.3M |
| Clear Creek Financial Management, LLC | 0.75% | Reduce -14.0% | 277,248 | $7.3M |
| Cresset Asset Management, LLC | 0.04% | Add +6.0% | 276,200 | $7.2M |
| LexAurum Advisors, LLC | 1.39% | Add +5.1% | 275,008 | $7.2M |
| Jacobi Capital Management LLC | 0.51% | Reduce -5.5% | 266,158 | $7.0M |
| Black Diamond Financial, LLC | 1.05% | Add +0.9% | 265,760 | $7.0M |
| Valley Forge Investment Consultants Inc. Adv | 2.47% | Add +2.9% | 264,957 | $6.9M |
| Meridian Wealth Partners, LLC | 1.11% | Reduce -2.8% | 264,817 | $6.9M |
| American Money Management, LLC | 1.26% | Add +3.2% | 253,881 | $6.7M |
| Meridian Wealth Management, LLC | 0.32% | Reduce -1.4% | 250,409 | $6.6M |
| Cwm, LLC | 0.03% | Reduce -5.8% | 249,973 | $6.5M |
| John W. Brooker & Co., CPAs | 2.69% | Reduce -0.3% | 248,185 | $6.5M |
| Scarborough Advisors, LLC | 0.92% | Reduce -1.2% | 246,517 | $6.5M |
| Sunbelt Securities, Inc. | 0.57% | Reduce -1.3% | 243,972 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.5% | 240,193 | $6.3M |
| Blue Square Asset Management, LLC | 3.38% | Reduce -27.6% | 239,723 | $6.3M |
| Whittier Trust Co. | 0.09% | No change | 239,455 | $6.3M |
| Pps&v Asset Management Consultants, Inc. | 4.49% | Add +0.1% | 236,354 | $6.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.44% | Add +52.1% | 233,015 | $6.1M |
| CW Advisors, LLC | 0.07% | Add +16.5% | 230,460 | $6.1M |
| Schaeffer Financial LLC | 6.69% | Reduce -28.3% | 231,429 | $6.1M |
| Councilor Wealth, LLC | 3.02% | Reduce -11.5% | 231,374 | $6.1M |
| Kohmann Bosshard Financial Services, LLC | 0.71% | Reduce -16.0% | 229,516 | $6.0M |
| Smithbridge Asset Management Inc. | 1.10% | — | 227,193 | $6.0M |
| Newton One Investments LLC | 2.12% | Reduce -0.2% | 226,111 | $5.9M |
| Texas Yale Capital Corp. | 0.24% | Add +13.7% | 225,472 | $5.9M |
| James J. Burns & Company, LLC | 1.05% | Add +0.4% | 222,913 | $5.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.71% | Reduce -3.0% | 221,265 | $5.8M |
| White Pine Investment CO | 1.55% | Add +17.3% | 220,231 | $5.8M |
| Broadleaf Partners, LLC | 1.50% | Reduce -0.3% | 219,217 | $5.7M |
| Gill Capital Partners, LLC | 1.99% | Add +4.3% | 218,833 | $5.7M |
| Brown Wealth Management, LLC | 1.94% | Reduce -2.1% | 215,287 | $5.6M |
| Northern Capital Management, Inc. | 3.64% | Reduce -3.8% | 213,298 | $5.6M |
| Capital Advantage, Inc. | 1.00% | No change | 198,841 | $5.5M |
| DHJJ Financial Advisors, Ltd. | 2.22% | Reduce -0.4% | 210,180 | $5.5M |
| Cape Investment Advisory, Inc. | 2.19% | Reduce -1.4% | 209,831 | $5.5M |
| Peterson Wealth Advisors, LLC | 1.04% | Add +25.0% | 230,051 | $5.4M |
| Anchor Investment Management, LLC | 0.50% | Add +0.9% | 203,737 | $5.3M |
| Liberty Square Wealth Partners LLC | 2.04% | Reduce -6.3% | 203,532 | $5.3M |
| Pure Financial Advisors, LLC | 0.11% | Reduce -0.5% | 198,508 | $5.2M |
| Brookstone Capital Management | 0.07% | Add +7.4% | 193,206 | $5.1M |
| Silver Oak Securities, Incorporated | 0.47% | Reduce -5.0% | 190,955 | $5.0M |
| Moneywise, Inc. | 2.64% | Reduce -8.7% | 190,026 | $5.0M |
| Northwest Capital Management Inc | 2.01% | Reduce -4.8% | 186,922 | $4.9M |
| Birchbrook, Inc. | 2.73% | Reduce -8.5% | 185,186 | $4.9M |
| Victrix Investment Advisors | 2.49% | New | 186,491 | $4.7M |
| Gleason Group, Inc. | 0.84% | Reduce -3.0% | 178,374 | $4.7M |
| Game Plan Financial Advisors, LLC | 2.63% | Add +0.7% | 178,149 | $4.7M |
| Cathy Pareto & Associates, Inc. | 3.99% | Reduce -7.3% | 172,248 | $4.5M |
| Mengis Capital Management, Inc. | 0.92% | Add +1.2% | 168,095 | $4.4M |
| Reston Wealth Management LLC | 1.78% | Add +7.1% | 167,979 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -4.2% | 165,787 | $4.3M |
| Powers Advisory Group, LLC | 2.06% | Add +3.2% | 164,713 | $4.3M |
| Newman Dignan & Sheerar, Inc. | 1.17% | Reduce -42.0% | 164,046 | $4.3M |
| Blue Barn Wealth, LLC | 2.23% | Add +4.5% | 163,289 | $4.3M |
| Lathrop Investment Management Co. | 0.84% | Reduce -12.0% | 161,928 | $4.2M |
| McCarthy Asset Management, Inc. | 3.07% | Reduce -0.2% | 161,925 | $4.2M |
| Family Investment Center, Inc. | 1.03% | Reduce -5.5% | 161,032 | $4.2M |
| Plante Moran Financial Advisors, LLC | 0.36% | Add +27.8% | 160,601 | $4.2M |
| Lowe Brockenbrough & Co. Inc. | 0.28% | Reduce -2.4% | 160,186 | $4.2M |
| Code Waechter LLC | 3.43% | Add +10.3% | 159,097 | $4.2M |
| Hilltop Wealth Advisors, LLC | 2.33% | Reduce -4.7% | 157,580 | $4.1M |
| Betterment LLC | 0.01% | Add +97.1% | 157,139 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 154,252 | $4.0M |
| Madden Advisory Services, Inc. | 1.87% | Add +0.7% | 152,918 | $4.0M |
| Diversify Wealth Management, LLC | 0.29% | Reduce -0.3% | 152,738 | $3.9M |
| Steele Capital Management, Inc. | 0.20% | No change | 147,879 | $3.9M |
| WESCAP Management Group, Inc. | 0.94% | Reduce -19.1% | 147,099 | $3.9M |
| Carolina Wealth Advisors, LLC | 2.06% | Reduce -1.2% | 145,581 | $3.8M |
| Alpha Omega Wealth Management LLC | 0.72% | Add +3.1% | 143,981 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.45% | Reduce -1.1% | 142,362 | $3.7M |
| Arcataur Capital Management LLC | 1.27% | Reduce -2.8% | 142,305 | $3.7M |
| Sage Financial Management Group, Inc. | 1.35% | Reduce -3.1% | 141,861 | $3.7M |
| Blue Bell Private Wealth Management, LLC | 0.69% | Add +0.8% | 139,330 | $3.7M |
| Acorn Wealth Advisors, LLC | 1.52% | Reduce -1.8% | 139,148 | $3.6M |
| Columbus Macro, LLC | 0.48% | Add +0.2% | 137,895 | $3.6M |
| Balanced Wealth Group LLC | 1.75% | Add +4.0% | 137,812 | $3.6M |
| Independent Solutions Wealth Management, LLC | 0.80% | Add +3.5% | 136,373 | $3.6M |
| Citizens Financial Group Inc. | 0.07% | Add +0.3% | 135,348 | $3.5M |
| Pinnacle Associates Ltd. | 0.05% | Add +14.9% | 134,699 | $3.5M |
| New York Life Investment Management LLC | 0.04% | New | 133,530 | $3.5M |
| Envision Financial LLC | 2.62% | Reduce -7.3% | 132,782 | $3.5M |
| Apollon Financial, LLC | 0.82% | Reduce -0.2% | 131,988 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -25.7% | 128,815 | $3.4M |
| Debussy Capital Management LP | 0.54% | Add +2.1% | 127,163 | $3.3M |
| Everhart Financial Group, Inc. | 0.46% | Reduce -0.4% | 127,039 | $3.3M |
| Creekside Partners | 1.73% | Add +13.9% | 126,197 | $3.3M |
| Lido Advisors, LLC | 0.02% | Reduce -8.0% | 125,428 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -11.7% | 124,986 | $3.3M |
| Roundview Capital LLC | 0.24% | Reduce -0.7% | 124,711 | $3.3M |
| Nicollet Investment Management, Inc. | 1.13% | Reduce -1.6% | 123,117 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.30% | Add +16.6% | 122,718 | $3.2M |
| Atlas Capital Advisors Inc. | 0.40% | Reduce -8.2% | 122,328 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 121,388 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | No change | 121,301 | $3.2M |
| Composition Wealth, LLC | 0.06% | Reduce -10.1% | 121,128 | $3.2M |
| Beacon Bridge Wealth Partners, LLC | 1.33% | Add +7.8% | 118,780 | $3.1M |
| Paradigm, Strategies in Wealth Management, LLC | 2.09% | Reduce -1.8% | 118,144 | $3.1M |
| May Hill Capital, LLC | 1.16% | Reduce -0.5% | 117,467 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.5% | 117,236 | $3.1M |
| True North Advisors, LLC | 0.54% | New | 117,051 | $3.1M |
| Capital Planning LLC | 0.86% | Add +2.9% | 117,037 | $3.1M |
| Breed's Hill Capital LLC | 1.64% | Add +19.4% | 116,217 | $3.0M |
| Zhang Financial LLC | 0.16% | Reduce -0.4% | 115,166 | $3.0M |
| FMR LLC | 0.00% | Add +24.9% | 115,089 | $3.0M |
| Element Wealth, LLC | 1.60% | Reduce -1.5% | 114,022 | $3.0M |
| Merit Financial Group, LLC | 0.04% | New | 113,169 | $3.0M |
| Von Berge Wealth Management Group, LLC | 1.91% | Add +0.9% | 116,423 | $3.0M |
| Bristlecone Advisors, LLC | 0.24% | Reduce -0.2% | 112,933 | $3.0M |
| Murphy & Mullick Capital Management Corp | 2.86% | Reduce -2.4% | 112,631 | $3.0M |
| PCA Investment Advisory Services Inc. | 1.54% | Reduce -2.0% | 111,219 | $2.9M |
| St. Louis Trust Co | 0.42% | Add +46.8% | 110,920 | $2.9M |
| Revolve Wealth Partners, LLC | 0.42% | Reduce -3.6% | 110,817 | $2.9M |
| Valmark Advisers, Inc. | 0.04% | Reduce -48.2% | 109,539 | $2.9M |
| Wescott Financial Advisory Group, LLC | 0.30% | Reduce -1.9% | 109,425 | $2.9M |
| Colorado Capital Management, Inc. | 1.33% | Reduce -14.2% | 109,096 | $2.9M |
| Wealth Group Ltd | 0.83% | Reduce -0.1% | 108,507 | $2.8M |
| WealthShield Partners, LLC | 0.36% | Add +1.3% | 106,377 | $2.8M |
| Safeguard Financial, LLC | 0.61% | Reduce -5.4% | 106,296 | $2.8M |
| Bensler, LLC | 0.35% | Reduce -14.3% | 105,845 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -21.2% | 103,929 | $2.7M |
| Voisard Asset Management Group, Inc. | 0.79% | Reduce -25.4% | 103,356 | $2.7M |
| HC Advisors, LLC | 2.01% | Reduce -0.4% | 102,620 | $2.7M |
| Long Island Wealth Management, Inc. | 1.63% | Add +11.4% | 102,292 | $2.7M |
| Exchange Capital Management, Inc. | 0.43% | Reduce -11.9% | 102,079 | $2.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -16.4% | 98,885 | $2.7M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -4.3% | 101,588 | $2.7M |
| Jackson Creek Investment Advisors LLC | 0.84% | Add +1.2% | 101,368 | $2.7M |
| McAdam, LLC | 0.16% | Add +18.6% | 101,189 | $2.7M |
| Orcam Financial Group | 2.47% | Add +0.1% | 100,692 | $2.6M |
| Bogart Wealth, LLC | 0.12% | Add +94.2% | 100,526 | $2.6M |
| Signal Advisors Wealth, LLC | 0.25% | Reduce -7.7% | 98,543 | $2.6M |
| Prentice Wealth Management LLC | 0.74% | Add +8.4% | 98,384 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +1.0% | 97,037 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.11% | Add +53.9% | 96,806 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.28% | Add +4.2% | 96,018 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.1% | 95,628 | $2.5M |
| Mather Group, Llc. | 0.03% | Reduce -15.5% | 94,472 | $2.5M |
| Ulland Investment Advisors, LLC | 2.15% | Reduce -9.4% | 94,172 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.45% | Reduce -1.9% | 93,200 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 91,964 | $2.4M |
| Asset Advisors Investment Management, LLC | 0.25% | Reduce -9.3% | 91,482 | $2.4M |
| Tradition Wealth Management, LLC | 0.21% | Add +1.2% | 91,476 | $2.4M |
| Leisure Capital Management | 0.98% | Add +3.2% | 91,442 | $2.4M |
| River Wealth Advisors LLC | 0.33% | Reduce -4.1% | 90,395 | $2.4M |
| Vantage Financial Partners, LLC | 0.59% | Reduce -15.9% | 90,206 | $2.4M |
| Choreo, LLC | 0.04% | Reduce -4.0% | 89,910 | $2.4M |
| Clayton Financial Group LLC | 0.86% | Add +2.2% | 89,336 | $2.3M |
| Marquette Asset Management, LLC | 0.41% | Reduce -11.0% | 88,528 | $2.3M |
| MBA Advisors LLC | 1.14% | Reduce -2.1% | 87,928 | $2.3M |
| Burkett Financial Services, LLC | 0.94% | Reduce -1.6% | 87,864 | $2.3M |
| Planwiser Financial, LLC | 2.06% | — | 87,222 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +93.3% | 84,888 | $2.2M |
| Affinity Capital Advisors, LLC | 0.44% | Reduce -4.6% | 91,263 | $2.2M |
| CRA Financial Services, LLC | 0.38% | Reduce -5.9% | 84,677 | $2.2M |
| Centerpoint Advisors, LLC | 0.81% | No change | 84,000 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +0.5% | 83,490 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.8% | 82,690 | $2.2M |
| Red Door Wealth Management, LLC | 0.32% | Reduce -2.2% | 82,436 | $2.2M |
| Compass Financial Group, INC | 0.41% | Add +5.6% | 81,924 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.3% | 81,911 | $2.1M |
| Athena Investment Management | 1.28% | Add +2.4% | 80,879 | $2.1M |
| Strategic Financial Planning, Inc. | 1.44% | Add +0.2% | 79,829 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +1.7% | 79,477 | $2.1M |
| Boltwood Capital Management | 0.63% | Add +7.8% | 78,973 | $2.1M |
| VSM Wealth Advisory, LLC | 0.74% | Reduce -1.6% | 78,908 | $2.1M |
| LifeSteps Financial, Inc. | 1.66% | Add +9.7% | 77,891 | $2.0M |
| WBH Advisory Inc. | 0.19% | Reduce -4.6% | 77,740 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.92% | Reduce -0.8% | 77,079 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +0.2% | 76,842 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -3.7% | 75,531 | $2.0M |
| Dakota Wealth Management | 0.05% | Reduce -7.7% | 74,890 | $2.0M |
| Aspen Grove Capital, LLC | 0.38% | Add +0.1% | 74,495 | $2.0M |
| Winthrop Capital Management, LLC | 0.54% | Reduce -1.7% | 74,482 | $2.0M |
| SWS Partners | 0.63% | Reduce -4.7% | 73,438 | $1.9M |
| Columbia River Financial Group, LLC | 1.29% | Reduce -0.0% | 73,449 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +95.7% | 72,578 | $1.9M |
| Fort Point Capital Partners LLC | 0.21% | Reduce -42.3% | 72,024 | $1.9M |
| Krilogy Financial LLC | 0.12% | Reduce -7.8% | 71,871 | $1.9M |
| Destination Wealth Management | 0.06% | Reduce -10.5% | 71,808 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.4% | 71,547 | $1.9M |
| Sunburst Financial Group, LLC | 0.46% | Reduce -3.3% | 71,116 | $1.9M |
| Waterfront Wealth Inc. | 0.45% | Add +6.9% | 70,305 | $1.8M |
| Sheets Smith Wealth Management | 0.22% | Add +0.3% | 68,898 | $1.8M |
| Transform Wealth, LLC | 0.11% | Reduce -29.1% | 67,830 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +34.6% | 67,589 | $1.8M |
| D.B. Root & Company, LLC | 0.57% | Reduce -15.9% | 67,476 | $1.8M |
| Ironwood Financial, llc | 0.38% | Reduce -1.2% | 67,463 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | Add +0.0% | 67,426 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.55% | Reduce -3.5% | 67,295 | $1.8M |
| PFG Advisors | 0.10% | Add +5.3% | 67,081 | $1.8M |
| Stokes Family Office, LLC | 0.20% | No change | 66,966 | $1.8M |
| Cornerstone Wealth Group, LLC | 0.15% | Reduce -7.4% | 66,873 | $1.8M |
| Cambridge Financial Group, LLC | 0.74% | Reduce -2.0% | 66,853 | $1.8M |
| Cahill Financial Advisors Inc. | 0.24% | Add +8.4% | 66,032 | $1.7M |
| CVA Family Office, LLC | 0.26% | Add +28.5% | 65,943 | $1.7M |
| BCS Wealth Management | 0.44% | Reduce -18.1% | 65,497 | $1.7M |
| Vision Capital Management, Inc. | 0.25% | Reduce -3.5% | 65,159 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Reduce -3.2% | 63,459 | $1.7M |
| Acas, LLC | 1.26% | Reduce -1.6% | 64,899 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.93% | Reduce -2.1% | 63,380 | $1.7M |
| Compound Planning, Inc. | 0.08% | Add +4.6% | 63,014 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.13% | Reduce -4.8% | 62,850 | $1.6M |
| Econ Financial Services Corp | 0.87% | Reduce -0.7% | 62,408 | $1.6M |
| Napatree Capital LLC | 0.92% | Reduce -37.1% | 62,169 | $1.6M |
| Novare Capital Management LLC | 0.14% | Reduce -6.9% | 62,099 | $1.6M |
| Providence First Trust Co | 0.66% | No change | 61,873 | $1.6M |
| Fagan Associates, Inc. | 0.27% | Reduce -1.6% | 61,815 | $1.6M |
| Venture Visionary Partners LLC | 0.07% | Add +1.2% | 61,665 | $1.6M |
| Collective Family Office LLC | 0.44% | Reduce -8.6% | 61,535 | $1.6M |
| NorthRock Partners, LLC | 0.05% | Reduce -16.6% | 61,226 | $1.6M |
| NBZ Investment Advisors LLC | 0.91% | Reduce -2.3% | 60,331 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.1% | 60,233 | $1.6M |
| Armor Investment Advisors, LLC | 0.65% | Reduce -2.2% | 59,884 | $1.6M |
| Values Added Financial LLC | 0.86% | Reduce -10.3% | 59,293 | $1.6M |
| Koesten, Hirschmann & Crabtree, INC. | 0.88% | No change | 58,449 | $1.5M |
| Embree Financial Group | 0.26% | Add +7.8% | 58,182 | $1.5M |
| Cambridge Advisors Inc. | 0.33% | Add +0.0% | 57,930 | $1.5M |
| Smith, Moore & Co. | 0.14% | Reduce -0.6% | 57,866 | $1.5M |
| Integrated Capital Management, LLC | 0.83% | Reduce -4.2% | 57,770 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +38.4% | 57,778 | $1.5M |
| Quadcap Wealth Management, LLC | 0.22% | Reduce -22.0% | 57,417 | $1.5M |
| Panoramic Investment Advisors, LLC | 1.01% | Add +0.1% | 56,996 | $1.5M |
| Summit Financial, LLC | 0.04% | Reduce -12.7% | 56,966 | $1.5M |
| United Advisor Group, LLC | 0.31% | Add +17.4% | 56,839 | $1.5M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.2% | 56,325 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +0.2% | 55,929 | $1.5M |
| Warner Financial, Inc. | 0.65% | Reduce -1.1% | 55,894 | $1.5M |
| Smith Anglin Financial, LLC | 0.15% | Reduce -0.0% | 55,731 | $1.5M |
| SCS Capital Management LLC | 0.02% | New | 55,551 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | Reduce -0.7% | 55,252 | $1.4M |
| Oldfather Financial Services, LLC | 0.55% | Add +3.8% | 55,008 | $1.4M |
| Chandler Asset Management, Inc. | 0.27% | Add +0.3% | 53,922 | $1.4M |
| Lazard Asset Management LLC | 0.00% | No change | 53,604 | $1.4M |
| Opal Wealth Advisors, LLC | 0.43% | Add +2.7% | 53,216 | $1.4M |
| Seek First Inc. | 1.24% | — | 53,144 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -2.9% | 53,036 | $1.4M |
| LTG Capital LLC | 1.25% | Reduce -1.4% | 52,205 | $1.4M |
| Bfsg, LLC | 0.17% | Reduce -0.6% | 52,201 | $1.4M |
| Benchmark Wealth Management, LLC | 0.66% | No change | 52,059 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.4% | 51,987 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -21.9% | 51,600 | $1.4M |
| Blankinship & Foster, LLC | 0.34% | Reduce -8.4% | 51,200 | $1.3M |
| Madison Wealth Partners, Inc | 0.33% | Reduce -5.7% | 51,110 | $1.3M |
| Sharkey, Howes & Javer | 0.19% | Reduce -0.4% | 50,628 | $1.3M |
| Leverty Financial Group, LLC | 0.54% | Add +12.0% | 50,415 | $1.3M |
| Arkansas Financial Group, Inc. | 0.23% | Reduce -0.6% | 54,910 | $1.3M |
| Alliancebernstein L.P. | 0.00% | No change | 49,945 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +1.1% | 49,728 | $1.3M |
| Aspiriant, LLC | 0.05% | No change | 49,695 | $1.3M |
| Keyvantage Wealth, LLC | 0.63% | Reduce -43.0% | 49,310 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -12.7% | 48,450 | $1.3M |
| CHB Investment Group, LLC | 0.67% | Reduce -4.1% | 48,248 | $1.3M |
| ETF Store, Inc. | 1.54% | Add +0.7% | 47,898 | $1.3M |
| Sculati Wealth Management, LLC | 0.50% | Reduce -9.3% | 47,619 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.18% | Reduce -0.6% | 47,529 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.56% | Add +12.2% | 47,153 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -34.3% | 47,087 | $1.2M |
| Strategic Equity Management | 0.52% | Add +0.4% | 46,998 | $1.2M |
| Ifrah Financial Services, Inc. | 0.35% | Reduce -1.9% | 46,766 | $1.2M |
| S.A. Mason LLC | 0.64% | Reduce -2.8% | 46,237 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | Reduce -3.9% | 46,226 | $1.2M |
| Legacy Bridge, LLC | 0.67% | Add +2.7% | 46,021 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +13.7% | 48,502 | $1.2M |
| Consolidated Portfolio Review Corp | 0.19% | Reduce -0.4% | 45,103 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -0.8% | 44,667 | $1.2M |
| Lowery Thomas, LLC | 0.80% | Add +0.3% | 44,603 | $1.2M |
| Graypoint LLC | 0.07% | Reduce -0.1% | 44,057 | $1.2M |
| Altfest L J & Co. Inc. | 0.14% | Add +19.1% | 43,316 | $1.1M |
| IAG Wealth Partners, LLC | 0.18% | Reduce -10.4% | 43,138 | $1.1M |
| Ironwood Wealth Management, LLC. | 0.35% | Reduce -14.7% | 43,005 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +1.3% | 42,063 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -0.7% | 41,860 | $1.1M |
| Goepper Burkhardt LLC | 0.43% | Reduce -1.2% | 41,381 | $1.1M |
| Whipplewood Advisors, LLC | 0.64% | Reduce -79.1% | 8,746 | $1.1M |
| Kelman-Lazarov, Inc. | 0.20% | Add +0.3% | 41,100 | $1.1M |
| ARK & TLK Investments, LLC | 0.38% | Reduce 0.0% | 41,000 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.7% | 40,831 | $1.1M |
| Ieq Capital, LLC | 0.01% | New | 40,838 | $1.1M |
| North Forty Two & Co. | 1.18% | Add +13.3% | 40,830 | $1.1M |
| First Pacific Financial | 0.22% | Add +8.4% | 40,729 | $1.1M |
| WP Advisors, LLC | 0.35% | New | 40,675 | $1.1M |
| Clear Investment Research, LLC | 1.42% | Reduce -0.1% | 40,582 | $1.1M |
| FF Advisors,LLC | 0.61% | Add +24.4% | 40,450 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +1.4% | 40,084 | $1.1M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.3% | 39,925 | $1.0M |
| Crescent Sterling, Ltd. | 1.06% | Reduce -3.0% | 39,639 | $1.0M |
| Naples Global Advisors, LLC | 0.10% | Reduce -13.0% | 39,250 | $1.0M |
| Condor Capital Management | 0.10% | Reduce -8.9% | 39,153 | $1.0M |
| Sawgrass Asset Management LLC | 0.13% | Add +0.5% | 38,914 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.7% | 38,617 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.09% | No change | 38,415 | $1.0M |
| SIMA Wealth Partners, LLC | 0.83% | Reduce -5.9% | 38,290 | $1.0M |
| Greenleaf Trust | 0.01% | Add +5.5% | 38,215 | $1.0M |
| Great Waters Wealth Management | 0.14% | Reduce -0.8% | 37,655 | $987K |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.5% | 37,647 | $986K |
| FIDELIS iM, LLC | 0.46% | No change | 37,542 | $983K |
| Wisconsin Capital Management LLC | 0.63% | No change | 37,500 | $983K |
| Holderness Investments Co. | 0.23% | Reduce -19.9% | 37,405 | $980K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -2.5% | 37,383 | $979K |
| Orca Investment Management, LLC | 0.98% | Add +0.3% | 37,303 | $977K |
| Stonebridge Financial Group, LLC | 0.10% | Reduce -0.2% | 37,154 | $973K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +23.0% | 36,959 | $968K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.1% | 36,924 | $967K |
| Savvy Advisors, Inc. | 0.10% | Add +3.3% | 36,823 | $965K |
| Adamsbrown Wealth Consultants LLC | 0.30% | Add +0.5% | 36,769 | $963K |
| Grantvest Financial Group LLC | 0.78% | Reduce -2.4% | 36,726 | $962K |
| Forte Capital LLC | 0.11% | Reduce -4.6% | 36,700 | $962K |
| Commerce Bank | 0.01% | Add +5.0% | 36,065 | $945K |
| Elevation Wealth Partners, LLC | 0.41% | Reduce -14.1% | 36,038 | $944K |
| Single Point Partners, LLC | 0.22% | Reduce -0.1% | 35,734 | $936K |
| SouthState Bank Corp | 0.04% | New | 35,682 | $935K |
| Rialto Wealth Management, LLC | 0.29% | Reduce -16.8% | 35,634 | $934K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -26.1% | 35,524 | $931K |
| Chesapeake Wealth Management | 0.33% | Reduce -0.1% | 35,472 | $929K |
| Summit Financial Wealth Advisors, LLC | 0.18% | Reduce -11.4% | 35,265 | $924K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +2.5% | 35,132 | $920K |
| Burns Matteson Capital Management, LLC | 0.49% | Add +0.3% | 35,087 | $919K |
| AMG National Trust Bank | 0.03% | No change | 34,650 | $908K |
| Bigelow Investment Advisors, LLC | 0.43% | Reduce -3.6% | 34,399 | $901K |
| Fiduciary Trust Co | 0.01% | No change | 34,200 | $896K |
| Clear Point Advisors Inc. | 0.80% | Add +0.1% | 34,059 | $887K |
| Pacific Sun Financial Corp | 0.50% | Reduce -0.2% | 33,776 | $885K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -0.6% | 33,741 | $884K |
| Hilltop Partners LLC | 0.30% | Reduce -2.7% | 33,652 | $882K |
| Five Pine Wealth Management | 0.71% | Reduce -9.0% | 33,421 | $876K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 33,172 | $869K |
| Rede Wealth, LLC | 0.30% | Add +1.8% | 32,928 | $863K |
| RMR Wealth Builders | 0.09% | Add +3.3% | 32,812 | $860K |
| Midwest Capital Advisors, LLC | 0.52% | Reduce -16.4% | 32,585 | $854K |
| Sigma Planning Corp | 0.03% | Add +0.9% | 32,537 | $852K |
| EWG Elevate Inc. | 0.32% | Reduce -85.8% | 32,530 | $852K |
| Wilkins Miller Wealth Management, LLC | 0.64% | New | 32,467 | $851K |
| RFG Advisory, LLC | 0.02% | Add +47.0% | 32,043 | $840K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.0% | 31,675 | $830K |
| Princeton Global Asset Management LLC | 0.16% | Add +0.6% | 31,614 | $828K |
| Squire Investment Management Company, LLC | 0.34% | No change | 31,348 | $821K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -0.3% | 30,782 | $806K |
| FineMark National Bank & Trust | 0.03% | Reduce -0.4% | 30,694 | $804K |
| Pennsylvania Capital Management Inc. | 0.30% | Reduce -3.9% | 30,566 | $801K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Add +2.9% | 30,531 | $800K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.4% | 31,463 | $799K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -19.0% | 30,057 | $788K |
| Seven Springs Wealth Group, LLC | 0.29% | No change | 30,012 | $786K |
| Parkside Financial Bank & Trust | 0.10% | Add +8.1% | 30,000 | $786K |
| Engineers Gate Manager LP | 0.01% | Reduce -36.0% | 29,918 | $784K |
| Okabena Investment Services Inc. | 0.20% | New | 29,712 | $778K |
| Flputnam Investment Management Co. | 0.01% | Reduce -30.2% | 29,594 | $775K |
| Cynosure Group, LLC | 0.11% | Add +0.3% | 29,407 | $770K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.0% | 29,180 | $765K |
| Delta Financial Group, Inc. | 0.17% | Reduce -4.1% | 28,149 | $764K |
| CAP Partners, LLC | 0.55% | Reduce -0.3% | 29,132 | $763K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.8% | 29,120 | $763K |
| NBT Bank, N.A. | 0.05% | Add +17.0% | 28,780 | $754K |
| National Wealth Management Group, LLC | 0.49% | Reduce -8.8% | 28,712 | $752K |
| K2 Financial Inc. | 0.73% | Add +5.8% | 30,963 | $741K |
| BlueChip Wealth Advisors LLC | 0.36% | Reduce -15.0% | 28,211 | $739K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.1% | 28,194 | $739K |
| Wedmont Private Capital | 0.04% | Add +0.0% | 30,255 | $737K |
| Sachetta, LLC | 0.30% | Reduce -3.7% | 28,057 | $735K |
| SOL Capital Management CO | 0.08% | Reduce -0.4% | 27,974 | $733K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 26,442 | $733K |
| Fortitude Advisory Group L.L.C. | 0.52% | Add +0.4% | 29,963 | $728K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +2.5% | 27,769 | $728K |
| Red Mountain Financial, LLC | 0.86% | Reduce -0.9% | 26,952 | $706K |
| Westbourne Investments, Inc. | 0.43% | Reduce -1.1% | 26,948 | $706K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -10.8% | 26,754 | $701K |
| Eley Financial Management, Inc | 0.28% | Add +0.6% | 26,632 | $701K |
| Nwam LLC | 0.06% | Add +5.0% | 26,666 | $699K |
| MCF Advisors LLC | 0.05% | Reduce -22.3% | 26,587 | $697K |
| YHB Investment Advisors, Inc. | 0.06% | Add +1.1% | 26,516 | $695K |
| Cooksen Wealth, LLC | 0.70% | Reduce -61.5% | 8,468 | $690K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.29% | Add +9.3% | 26,309 | $689K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Add +0.1% | 26,275 | $688K |
| Greenwood Gearhart LLC | 0.05% | Reduce -31.9% | 26,260 | $688K |
| Watershed Private Wealth LLC | 0.27% | No change | 26,203 | $687K |
| Bcwm, LLC | 0.24% | Add +1.3% | 26,106 | $684K |
| Pegasus Asset Management, Inc. | 0.27% | Add +8.1% | 25,885 | $678K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -36.7% | 25,841 | $677K |
| Planning Alternatives Ltd. | 0.10% | Reduce -0.7% | 25,497 | $668K |
| JBR Co Financial Management Inc | 0.39% | Add +1.4% | 25,455 | $667K |
| SageView Advisory Group, LLC | 0.03% | Reduce -5.0% | 25,406 | $666K |
| TD Private Client Wealth LLC | 0.02% | Add +6.3% | 25,226 | $661K |
| Harfst & Associates, Inc. | 0.15% | Reduce -0.5% | 25,043 | $656K |
| Brown Advisory Inc. | 0.00% | Add +13.8% | 24,848 | $651K |
| Joule Financial, LLC | 0.23% | Add +0.7% | 24,759 | $649K |
| Thrive Wealth Management, LLC | 0.12% | Add +130.1% | 24,654 | $646K |
| Modus Advisors, LLC | 0.21% | Reduce -0.0% | 24,590 | $644K |
| Sims Investment Management, LLC | 0.29% | New | 24,525 | $643K |
| Relyea Zuckerberg Hanson LLC | 0.09% | Add +0.3% | 24,433 | $640K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +15.3% | 24,368 | $638K |
| Caprock Group, LLC | 0.02% | Reduce -9.1% | 24,261 | $636K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -13.8% | 24,135 | $632K |
| Arista Wealth Management, LLC | 0.15% | No change | 24,042 | $630K |
| TPG Advisors LLC | 0.49% | Reduce -1.2% | 23,927 | $627K |
| Principal Securities, Inc. | 0.01% | Add +0.2% | 22,611 | $627K |
| Nautilus Advisors LLC | 0.51% | Reduce -3.6% | 23,725 | $622K |
| Evermay Wealth Management LLC | 0.08% | Reduce -0.2% | 23,336 | $611K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -28.3% | 23,285 | $610K |
| Cooper/Haims Advisors, LLC | 0.33% | Add +0.6% | 23,163 | $607K |
| Brighton Jones LLC | 0.02% | Reduce -1.9% | 22,841 | $598K |
| Aspen Investment Management Inc | 0.28% | Add +0.2% | 22,836 | $598K |
| Diversify Advisory Services, LLC | 0.04% | Add +1.0% | 23,239 | $596K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 22,671 | $594K |
| Vestment Financial LLC | 0.42% | Reduce -0.0% | 22,194 | $586K |
| Wilson & Boucher Capital Management, LLC | 0.44% | Reduce -18.6% | 22,290 | $584K |
| Biltmore Family Office, LLC | 0.10% | No change | 22,005 | $577K |
| Hendershot Investments Inc. | 0.08% | Add +1.6% | 21,956 | $575K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +3.9% | 21,860 | $573K |
| eCIO, Inc. | 0.23% | — | 21,616 | $566K |
| Ruggaard & Associates LLC | 0.25% | Reduce -1.6% | 21,446 | $562K |
| Continuum Wealth Advisors, LLC | 0.29% | Reduce -10.1% | 21,411 | $561K |
| Financial Consulate, Inc. | 0.14% | Add +0.1% | 21,383 | $560K |
| Foundations Investment Advisors, LLC | 0.01% | Add +146.9% | 21,267 | $557K |
| Meridian Financial Advisors, LLC | 0.39% | Reduce -2.7% | 21,097 | $553K |
| Pinkerton Wealth, LLC | 0.07% | Reduce -0.5% | 21,093 | $553K |
| SeaBridge Investment Advisors LLC | 0.12% | Add +0.1% | 20,905 | $548K |
| Arkos Global Advisors | 0.08% | No change | 20,787 | $545K |
| Apella Capital, LLC | 0.02% | Reduce -1.3% | 21,685 | $544K |
| LifePlan Financial, LLC | 0.47% | Reduce -6.8% | 20,758 | $544K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -1.1% | 20,704 | $542K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +77.8% | 20,619 | $540K |
| Parkshore Wealth Management, Inc. | 0.31% | Add +0.0% | 20,506 | $537K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.6% | 20,477 | $537K |
| KPP Advisory Services LLC | 0.10% | Add +6.3% | 20,408 | $535K |
| Cozad Asset Management Inc. | 0.05% | No change | 20,382 | $534K |
| Creegan & Nassoura Financial Group, LLC | 0.36% | No change | 20,340 | $533K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +6.9% | 20,292 | $532K |
| Vicus Capital | 0.05% | Add +0.3% | 19,981 | $524K |
| Well Done, LLC | 0.09% | Add +200.0% | 18,600 | $515K |
| Stordahl Capital Management, Inc. | 0.12% | No change | 19,639 | $515K |
| Financial Counselors Inc. | 0.01% | Add +0.3% | 19,367 | $507K |
| Smartleaf Asset Management LLC | 0.05% | Add +544.5% | 19,310 | $505K |
| Asset Planning Services Inc. /La/ | 0.25% | No change | 18,716 | $490K |
| Mission Wealth Management, LP | 0.01% | Add +96.5% | 18,646 | $489K |
| Haverford Trust Co | 0.00% | No change | 18,540 | $486K |
| CWC Advisors, LLC. | 0.28% | Reduce -0.3% | 18,526 | $485K |
| Twele Capital Management, Inc. | 0.10% | Add +0.1% | 18,483 | $484K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 18,451 | $484K |
| Diligent Investors, LLC | 0.12% | Reduce -45.4% | 18,411 | $482K |
| Glass Jacobson Investment Advisors llc | 0.16% | No change | 17,357 | $481K |
| Millennium Management | 0.00% | Reduce -65.4% | 18,337 | $480K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.7% | 18,296 | $479K |
| MADDEN SECURITIES Corp | 0.19% | Reduce -10.7% | 18,225 | $477K |
| Front Row Advisors LLC | 0.18% | Reduce -2.9% | 18,184 | $476K |
| Smart Portfolios, LLC | 0.52% | Reduce -0.1% | 18,160 | $476K |
| Mendel Capital Management LLC | 0.29% | Reduce -0.4% | 18,140 | $475K |
| Oakwell Private Wealth Management, LLC | 0.13% | No change | 18,063 | $473K |
| Pachira Investments Inc. | 0.33% | No change | 18,014 | $471K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +7.0% | 17,949 | $470K |
| Spire Wealth Management | 0.01% | Reduce -4.3% | 17,759 | $465K |
| Evernest Financial Advisors, LLC | 0.17% | Add +0.3% | 17,620 | $462K |
| West Coast Financial LLC | 0.05% | No change | 17,400 | $456K |
| Berger Financial Group, Inc | 0.03% | Reduce -25.5% | 17,362 | $455K |
| Blair William & Co. | 0.00% | Reduce -1.4% | 17,229 | $451K |
| Heritage Trust Co | 0.05% | No change | 17,100 | $448K |
| Plancorp, LLC | 0.02% | Add +17.4% | 17,098 | $448K |
| Whelan Financial | 0.17% | Reduce -34.1% | 17,079 | $447K |
| Parsons Capital Management Inc. | 0.02% | Reduce -7.9% | 17,049 | $447K |
| Motive Wealth Advisors | 0.24% | Reduce -52.1% | 16,986 | $445K |
| James Investment Research, Inc. | 0.06% | Add +20.8% | 16,971 | $445K |
| Resurgent Financial Advisors LLC | 0.27% | Add +17.7% | 16,897 | $443K |
| Perissos Private Wealth Management, LLC | 0.40% | Add +0.1% | 16,838 | $441K |
| Castle Wealth Management LLC | 0.17% | Reduce -0.2% | 16,725 | $438K |
| International Private Wealth Advisors LLC | 0.42% | No change | 16,662 | $437K |
| Fca Corp. | 0.14% | Reduce -2.3% | 16,445 | $431K |
| Independent Advisor Alliance | 0.01% | Reduce -84.9% | 16,238 | $425K |
| Private Trust Co. NA | 0.04% | Reduce -2.8% | 15,923 | $417K |
| Mirador Capital Partners LP | 0.07% | Add +1.1% | 15,904 | $417K |
| Park Capital Management, LLC / WI | 0.47% | Reduce -7.1% | 15,433 | $404K |
| PFG Investments, LLC | 0.03% | Add +0.7% | 15,402 | $404K |
| Curtis Advisory Group, LLC | 0.12% | Add +0.1% | 15,374 | $403K |
| Tilia Fiduciary Partners, Inc. | 0.27% | Add +2.3% | 15,272 | $400K |
| M&T Bank Corp | 0.00% | No change | 15,261 | $400K |
| BIP Wealth, LLC | 0.03% | Add +1.2% | 15,213 | $399K |
| Millennium Capital Advisors, LLC | 0.29% | Reduce -5.0% | 15,206 | $398K |
| MBE Wealth Management, LLC | 0.19% | Reduce -1.3% | 15,067 | $395K |
| Heritage Wealth Partners, LLC | 0.60% | Add +0.3% | 15,007 | $393K |
| Bantamac Capital, LLC | 0.19% | No change | 15,000 | $393K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,997 | $393K |
| Country Club Bank | 0.03% | No change | 15,000 | $393K |
| Liberty Capital Management, Inc. | 0.09% | Add +71.9% | 14,900 | $390K |
| Altus Wealth Group LLC | 0.18% | Reduce -88.7% | 14,898 | $390K |
| Mitchell Capital Management Co. | 0.07% | Reduce -1.3% | 14,898 | $390K |
| Continental Investors Services, Inc. | 0.77% | Add +9.1% | 14,862 | $389K |
| Paulson Wealth Management Inc. | 0.11% | Reduce -57.8% | 14,769 | $387K |
| Pinnacle Bancorp, Inc. | 0.13% | No change | 14,637 | $383K |
| Hamilton Capital, LLC | 0.02% | No change | 14,610 | $383K |
| Pinnacle Financial Partners Inc | 0.01% | Add +200.9% | 13,806 | $383K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.0% | 14,578 | $382K |
| West Paces Advisors Inc. | 0.09% | No change | 14,550 | $381K |
| &partners | 0.00% | Reduce -17.0% | 14,333 | $375K |
| CIBC Private Wealth Group LLC | 0.00% | Add +72.7% | 16,244 | $372K |
| Aspire Capital Advisors LLC | 0.11% | Reduce -6.1% | 13,965 | $366K |
| Northern Trust Corp. | 0.00% | Reduce -15.3% | 13,949 | $365K |
| MeadowBrook Investment Advisors LLC | 0.34% | No change | 13,850 | $363K |
| Enclave Advisors LLC | 0.06% | Reduce -1.5% | 13,841 | $363K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +49.1% | 13,818 | $362K |
| Jane Street Group, LLC | 0.00% | Reduce -63.9% | 13,783 | $361K |
| Berkeley, Inc | 0.17% | Add +0.0% | 13,605 | $356K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -2.3% | 13,518 | $354K |
| Genesee Capital Advisors, LLC | 0.18% | Add +0.3% | 13,457 | $353K |
| Bank of Montreal | 0.00% | Reduce -3.3% | 13,322 | $349K |
| Comerica Bank | 0.00% | Reduce -0.2% | 13,254 | $347K |
| RBA Wealth Management, LLC | 0.14% | Add +0.8% | 13,176 | $345K |
| Firestone Capital Management | 0.09% | Add +0.2% | 13,144 | $344K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 13,134 | $344K |
| Stevens Capital Partners | 0.16% | Add +38.1% | 13,068 | $342K |
| Falcon Wealth Planning | 0.04% | Add +0.2% | 13,041 | $342K |
| AlphaCore Capital LLC | 0.03% | Add +2.2% | 13,029 | $341K |
| Aurora Private Wealth, Inc. | 0.27% | Reduce -30.1% | 12,978 | $340K |
| Lederer & Associates Investment Counsel | 0.25% | Add +0.1% | 12,869 | $337K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.0% | 12,821 | $336K |
| Sandy Spring Bank | 0.01% | Add +0.2% | 12,814 | $336K |
| Scotia Capital Inc. | 0.00% | Reduce -1.7% | 12,769 | $335K |
| Goldstein Advisors, LLC | 0.05% | Add +10.2% | 12,764 | $334K |
| Prestige Wealth Management Group LLC | 0.07% | Reduce -2.4% | 12,667 | $332K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -4.9% | 12,496 | $327K |
| Selective Wealth Management, Inc. | 0.14% | Reduce -0.1% | 13,433 | $327K |
| Flavin Financial Services, Inc. | 0.30% | Add +11.7% | 12,404 | $325K |
| NWF Advisory Services Inc. | 0.04% | New | 12,237 | $321K |
| Harbour Investment Management LLC | 0.14% | No change | 12,164 | $319K |
| Harbour Capital Advisors, LLC | 0.08% | No change | 12,735 | $318K |
| Tandem Investment Partners LLC | 0.31% | Reduce -1.0% | 12,103 | $317K |
| Kiley Juergens Wealth Management, LLC | 0.08% | Add +15.4% | 11,987 | $314K |
| Busey Bank | 0.01% | No change | 11,973 | $314K |
| Fingerlakes Wealth Management, Inc. | 0.26% | Reduce -12.1% | 11,836 | $310K |
| Raub Brock Capital Management LP | 0.07% | Add +0.6% | 11,822 | $310K |
| Armbruster Capital Management, Inc. | 0.06% | No change | 11,795 | $309K |
| Gainplan LLC | 0.20% | Add +27.5% | 11,777 | $309K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 11,735 | $307K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +1.0% | 11,691 | $306K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.0% | 11,682 | $306K |
| Guardian Wealth Advisors, LLC | 0.20% | Add +1.6% | 11,625 | $305K |
| Astoria Portfolio Advisors LLC. | 0.10% | New | 12,191 | $304K |
| First Trust Advisors LP | 0.00% | Reduce -15.1% | 11,552 | $303K |
| NewSquare Capital LLC | 0.02% | Reduce -15.1% | 11,493 | $301K |
| Elmwood Wealth Management, Inc. | 0.12% | No change | 11,479 | $301K |
| Kaizen Financial Strategies | 0.17% | Add +0.3% | 11,342 | $297K |
| World Investment Advisors | 0.01% | Reduce -49.0% | 11,287 | $296K |
| Highland Capital Management, LLC | 0.02% | Add +33.0% | 11,190 | $293K |
| BlackRock, Inc. | 0.00% | Add +157.7% | 11,130 | $292K |
| David Wealth Management LLC | 0.24% | Add +2.0% | 11,104 | $291K |
| Praetorian Wealth Management, Inc. | 0.07% | Reduce -0.7% | 11,073 | $290K |
| Total Wealth Planning, LLC | 0.04% | Reduce -1.5% | 10,980 | $288K |
| Centaurus Financial, Inc. | 0.02% | Add +1.7% | 10,929 | $286K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 10,880 | $285K |
| Patrick M Sweeney & Associates, Inc. | 0.21% | Add +0.0% | 10,873 | $285K |
| American Financial Advisors, LLC | 0.04% | Reduce -2.0% | 10,855 | $284K |
| XY Planning Network, Inc. | 0.18% | Add +0.7% | 10,587 | $277K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -14.8% | 10,581 | $277K |
| Headinvest, LLC | 0.05% | No change | 10,555 | $277K |
| Strategic Investment Solutions, Inc. | 0.08% | Reduce -1.9% | 10,549 | $276K |
| Keystone Financial Services, LLC | 0.23% | New | 10,524 | $276K |
| Optimum Investment Advisors | 0.13% | Add +1.5% | 10,507 | $275K |
| Argent Capital Management LLC | 0.01% | New | 10,325 | $271K |
| Advisor OS, LLC | 0.03% | Add +3.1% | 10,316 | $270K |
| KMT Wealth Management, LLC | 0.18% | New | 10,179 | $267K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -9.8% | 10,130 | $265K |
| Old Port Advisors | 0.08% | Reduce -1.7% | 10,102 | $265K |
| HUB Investment Partners, LLC | 0.01% | Reduce -6.5% | 10,041 | $263K |
| Magnolia Private Wealth, LLC | 0.22% | No change | 9,930 | $260K |
| Appleton Partners Inc. | 0.02% | Reduce -1.2% | 9,941 | $260K |
| Colonial Trust Advisors | 0.02% | New | 9,910 | $260K |
| Ascension Capital Advisors, Inc. | 0.12% | No change | 9,810 | $257K |
| Everstar Asset Management, LLC | 0.17% | Reduce -3.2% | 9,654 | $253K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $253K |
| Apeiron RIA LLC | 0.08% | No change | 9,618 | $252K |
| Albion Financial Group | 0.02% | Reduce -12.1% | 9,616 | $252K |
| Ancora Advisors LLC | 0.01% | No change | 9,606 | $252K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.2% | 9,569 | $251K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -6.2% | 9,569 | $251K |
| Tenret Co LLC | 0.15% | Reduce -20.5% | 9,529 | $250K |
| Old National Bancorp | 0.01% | Reduce -1.9% | 9,513 | $249K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 9,445 | $247K |
| Sax Wealth Advisors, LLC | 0.02% | New | 9,384 | $246K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -82.0% | 9,335 | $245K |
| FSM Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 9,282 | $243K |
| Founders Financial Securities LLC | 0.02% | New | 9,517 | $243K |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.9% | 9,258 | $243K |
| Awm Capital, LLC | 0.03% | No change | 9,252 | $242K |
| Attessa Capital LLC | 0.16% | Reduce -14.6% | 9,213 | $241K |
| FSA Advisors, Inc. | 0.19% | New | 9,206 | $241K |
| Sherman Asset Management, Inc. | 0.23% | Reduce -43.8% | 9,189 | $241K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,167 | $240K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -65.6% | 9,162 | $240K |
| Pitcairn Co. | 0.01% | New | 9,071 | $238K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 9,000 | $236K |
| Farnam Financial LLC | 0.24% | Add +0.3% | 8,880 | $233K |
| Clarity Capital Advisors, LLC | 0.15% | Add +0.3% | 8,699 | $228K |
| Mgo One Seven LLC | 0.01% | Reduce -0.8% | 8,663 | $227K |
| American Financial & Tax Strategies Inc. | 0.12% | No change | 8,644 | $226K |
| Glenmede Trust Co. NA | 0.00% | Add +43.3% | 8,634 | $226K |
| Zacks Investment Management | 0.00% | Reduce -4.3% | 8,500 | $223K |
| Avion Wealth | 0.06% | No change | 8,041 | $222K |
| Marietta Investment Partners LLC | 0.05% | Reduce -23.9% | 8,447 | $221K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -6.3% | 11,126 | $219K |
| Golden Reserve Retirement LLC | 0.09% | — | 8,269 | $217K |
| Kelleher Financial Advisors | 0.09% | No change | 8,175 | $214K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,124 | $213K |
| Better Money Decisions, LLC | 0.14% | Add +0.3% | 8,123 | $213K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -1.6% | 8,114 | $213K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.5% | 8,111 | $213K |
| Next Capital Management LLC | 0.10% | Add +0.0% | 8,097 | $212K |
| Arlington Financial Advisors, LLC | 0.04% | Reduce -2.8% | 8,013 | $210K |
| Valtinson Bruner Financial Planning LLC | 0.07% | No change | 7,971 | $209K |
| Family Manage LLC | 0.03% | No change | 7,896 | $207K |
| Quantinno Capital Management LP | 0.00% | Reduce -10.1% | 7,893 | $207K |
| First National Trust Co | 0.01% | No change | 7,893 | $207K |
| AE Wealth Management LLC | 0.00% | Add +18.6% | 7,882 | $206K |
| One Day In July LLC | 0.02% | No change | 7,875 | $206K |
| HRT Financial LP | 0.00% | New | 7,889 | $206K |
| Ewa, LLC | 0.08% | Reduce -19.8% | 7,857 | $206K |
| Hengehold Capital Management LLC | 0.02% | Reduce -7.6% | 7,849 | $206K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 7,806 | $205K |
| Stephens Inc. | 0.00% | Add +2.0% | 7,768 | $204K |
| Heirloom Wealth Management | 0.06% | No change | 7,749 | $203K |
| Brookwood Investment Group LLC | 0.03% | — | 7,746 | $203K |
| Meriwether Wealth & Planning, LLC | 0.13% | Add +1.0% | 7,734 | $203K |
| Keybank National Association | 0.00% | No change | 7,722 | $202K |
| Assetmark, Inc. | 0.00% | Reduce -8.5% | 7,713 | $202K |
| Inman Jager Wealth Management, LLC | 0.15% | New | 7,692 | $202K |
| LCNB Corp. | 0.07% | No change | 7,680 | $201K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.1% | 7,635 | $200K |
| DecisionPoint Financial, LLC | 0.06% | Add +0.3% | 7,434 | $195K |
| N.E.W. Advisory Services LLC | 0.01% | New | 7,279 | $191K |
| Robbins Farley | 0.10% | Add +3.3% | 7,265 | $190K |
| Qube Research & Technologies Ltd | 0.00% | Add +3.8% | 7,191 | $188K |
| Topsail Wealth Management, LLC | 0.04% | No change | 7,079 | $185K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.3% | 6,817 | $179K |
| Ballast Advisors LLC | 0.06% | Reduce -4.0% | 6,706 | $176K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $174K |
| Fairman Group, LLC | 0.16% | Reduce -21.3% | 4,910 | $173K |
| Robinswood Financial LLC | 0.06% | No change | 6,387 | $167K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.3% | 5,991 | $157K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 5,791 | $152K |
| MJT & Associates Financial Advisory Group, Inc. | 0.14% | — | 5,760 | $151K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $142K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -0.4% | 5,184 | $136K |
| Bank of New Hampshire | 0.04% | No change | 5,115 | $134K |
| NWK Group, Inc. | 0.06% | Reduce -16.2% | 4,952 | $130K |
| Bokf, NA | 0.00% | Add +16.9% | 4,851 | $127K |
| Davis Capital Management | 0.10% | No change | 4,845 | $127K |
| Key Financial Inc | 0.03% | No change | 4,839 | $127K |
| Pflug Koory, LLC | 0.07% | Reduce -21.8% | 4,826 | $126K |
| Johnson Financial Group, Inc. | 0.01% | No change | 4,302 | $113K |
| SYM FINANCIAL Corp | 0.01% | No change | 4,299 | $113K |
| Citigroup Inc. | 0.00% | Add +647.5% | 4,268 | $112K |
| Evolution Advisers, Inc. | 0.06% | No change | 4,191 | $109K |
| Signaturefd, LLC | 0.00% | Reduce -12.7% | 4,092 | $107K |
| CoreCap Advisors, LLC | 0.00% | Add +23.7% | 4,035 | $106K |
| Contravisory Investment Management, Inc. | 0.02% | Add +40.3% | 4,000 | $105K |
| First Community Trust NA | 0.09% | No change | 3,825 | $100K |
| Capital Analysts, LLC | 0.00% | No change | 3,674 | $96K |
| Sound Income Strategies, LLC | 0.01% | Add +71.3% | 3,574 | $94K |
| Operose Advisors LLC | 0.03% | Add +0.3% | 3,268 | $86K |
| North Capital, Inc. | 0.08% | — | 3,048 | $80K |
| Arlington Trust Co LLC | 0.02% | New | 3,000 | $79K |
| Trust Co. of Vermont | 0.00% | Add +1.1% | 2,991 | $78K |
| CX Institutional | 0.00% | New | 2,990 | $78K |
| Morris Financial Concepts, Inc. | 0.03% | Add +21.0% | 2,977 | $78K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 2,948 | $77K |
| Asset Dedication, LLC | 0.01% | No change | 2,889 | $76K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 2,880 | $75K |
| Blue Trust, Inc. | 0.00% | No change | 2,812 | $74K |
| Financial Management Professionals, Inc. | 0.01% | New | 2,730 | $72K |
| Addison Advisors LLC | 0.02% | No change | 2,682 | $70K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -4.5% | 2,672 | $70K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 2,640 | $69K |
| Hurley Capital, LLC | 0.05% | Add +0.0% | 2,623 | $69K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $67K |
| Russell Investments Group, Ltd. | 0.00% | Add +467.1% | 2,444 | $64K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $63K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,322 | $61K |
| Global Wealth Strategies & Associates | 0.02% | Add +0.1% | 2,208 | $58K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -0.8% | 2,150 | $56K |
| Coston, McIsaac & Partners | 0.02% | Reduce -29.6% | 2,154 | $56K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 2,124 | $56K |
| Investors Research Corp | 0.01% | No change | 2,109 | $55K |
| Motco | 0.01% | No change | 2,032 | $53K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +12.4% | 2,014 | $53K |
| Millstone Evans Group, LLC | 0.04% | No change | 2,004 | $53K |
| Studio Investment Management LLC | 0.01% | No change | 1,869 | $49K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,824 | $48K |
| Stephens Consulting, LLC | 0.01% | No change | 1,818 | $48K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,728 | $45K |
| ORG Partners LLC | 0.01% | Reduce -67.4% | 1,680 | $44K |
| Kathleen S. Wright Associates Inc. | 0.02% | No change | 1,665 | $44K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,650 | $43K |
| Finley Financial, LLC | 0.02% | No change | 1,668 | $43K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 1,584 | $41K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,560 | $41K |
| UMB Bank, n.a. | 0.00% | No change | 1,323 | $35K |
| Glassman Wealth Services | 0.01% | Reduce -6.7% | 1,302 | $34K |
| Guardian Wealth Management, Inc. | 0.02% | Add +0.1% | 1,283 | $34K |
| Greenline Partners, LLC | 0.00% | Add +355.5% | 5,675 | $33K |
| Archer Investment Corp | 0.01% | Add +0.1% | 1,242 | $33K |
| Cordant, Inc. | 0.01% | No change | 1,089 | $29K |
| Noble Wealth Management PBC | 0.02% | No change | 1,077 | $28K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,050 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,029 | $27K |
| Truvestments Capital LLC | 0.01% | Add +0.3% | 987 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 960 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 951 | $25K |
| Ameriflex Group, Inc. | 0.01% | Add +85.0% | 927 | $24K |
| Costello Asset Management, INC | 0.01% | New | 882 | $23K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 777 | $20K |
| WASHINGTON TRUST Co | 0.00% | No change | 750 | $20K |
| Tucker Asset Management LLC | 0.01% | No change | 744 | $19K |
| Lanark Financial, Inc. | 0.00% | — | 753 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $19K |
| Continuum Advisory, LLC | 0.00% | Reduce -60.1% | 723 | $19K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 685 | $18K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 657 | $17K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 651 | $17K |
| National Bank of Canada | 0.00% | No change | 651 | $17K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 636 | $17K |
| Grey Ledge Advisors, LLC | 0.00% | New | 611 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 606 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $15K |
| Promus Capital, LLC | 0.01% | Reduce -86.1% | 555 | $15K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 492 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 480 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 465 | $12K |
| Dagco, Inc. | 0.00% | New | 456 | $12K |
| Synergy Investment Management, LLC | 0.00% | No change | 426 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -99.4% | 422 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 396 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 393 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 393 | $10K |
| POM Investment Strategies, LLC | 0.01% | No change | 375 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 360 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +28.9% | 321 | $9K |
| Ridgewood Investments LLC | 0.00% | No change | 342 | $9K |
| Arax Advisory Partners | 0.00% | Add +0.3% | 337 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $8K |
| Atticus Wealth Management, LLC | 0.00% | No change | 294 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -37.7% | 273 | $7K |
| Colonial Trust Co / SC | 0.00% | No change | 255 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 240 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 222 | $6K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.5% | 218 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 216 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $5K |
| Heritage Wealth Advisors | 0.00% | Add +0.5% | 197 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -54.5% | 214 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 174 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +13.0% | 174 | $5K |
| Garde Capital, Inc. | 0.00% | New | 168 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -38.8% | 156 | $4K |
| Rossby Financial, LCC | 0.00% | New | 160 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.6% | 161 | $4K |
| Winnacle Wealth LLC | 0.00% | No change | 142 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 126 | $3K |
| Flaharty Asset Management, LLC | 0.00% | New | 123 | $3K |
| Balentine LLC | 0.00% | No change | 114 | $3K |
| Cheviot Value Management, LLC | 0.00% | New | 108 | $3K |
| Franklin Resources Inc. | 0.00% | New | 105 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 102 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 87 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 82 | $2K |
| Graney & King, LLC | 0.00% | New | 66 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 40 | $1K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 6 | $157 |
| Abound Wealth Management | 0.00% | No change | 6 | $151 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $79 |
| Accredited Wealth Management, LLC | 0.00% | No change | 2 | $53 |
"% 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.