Schwab US Mid Cap ETFSCHMETF
13F holders, Q2 2025 (June 30)945holders +33
63new positions
39sold out
3famous investors
$28.07avg. 13F price*
At the end of Q2 2025, 945 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 33 from Q1 2025. 63 opened new positions and 39 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($830.4M) and HighTower Advisors, LLC ($296.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $30.1M |
| Exits | 39 | $31.6M |
All 13F filers, Q1 2025 → Q2 2025: 13,911,362 shares bought and 16,138,839 shares sold, net −2,227,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 945 holders
| Financial Engines Advisors L.L.C. | 3.38% | Add +2.7% | 60,352,324 | $1.7B |
| Creative Planning | 0.71% | Add +2.4% | 29,603,590 | $830.4M |
| HighTower Advisors, LLC | 0.37% | Add +5.4% | 10,583,782 | $296.9M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +25.3% | 10,272,223 | $288.1M |
| Moneta Group Investment Advisors LLC | 3.16% | Add +6.8% | 9,465,593 | $265.5M |
| Advisory Alpha, LLC | 7.31% | Add +14.7% | 8,373,700 | $234.9M |
| Cerity Partners LLC | 0.30% | Reduce -13.1% | 6,003,923 | $168.4M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Reduce -1.8% | 5,797,612 | $166.4M |
| Legacy Wealth Management, LLC | 7.30% | Reduce -0.5% | 4,181,932 | $117.3M |
| JMG Financial Group, Ltd. | 2.80% | Add +14.7% | 3,298,197 | $92.5M |
| Fragasso Financial Advisors Inc | 5.50% | Reduce -3.1% | 2,908,580 | $81.6M |
| Jones Financial Companies LLLP | 0.05% | Add +37.1% | 2,273,241 | $63.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.4% | 2,197,497 | $61.6M |
| Mariner, LLC | 0.09% | Reduce -2.4% | 2,135,799 | $59.9M |
| Prime Capital Investment Advisors, LLC | 0.77% | Reduce -30.5% | 2,066,956 | $58.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -17.6% | 1,991,592 | $55.9M |
| Summit Financial Strategies, Inc. | 4.71% | Reduce -3.9% | 1,813,315 | $50.9M |
| Waverly Advisors, LLC | 0.55% | Reduce -1.4% | 1,780,735 | $49.9M |
| Morgan Stanley | 0.00% | Add +11.9% | 1,773,495 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.6% | 1,645,070 | $46.1M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 1,634,298 | $45.8M |
| Beacon Pointe Advisors, LLC | 0.47% | Add +0.8% | 1,608,649 | $45.1M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -1.8% | 1,578,380 | $44.3M |
| Advocacy Wealth Management, LLC | 2.56% | Reduce -0.8% | 1,489,605 | $41.8M |
| Gemmer Asset Management LLC | 3.51% | Reduce -9.4% | 1,408,203 | $39.5M |
| Captrust Financial Advisors | 0.08% | Add +1.2% | 1,337,235 | $37.5M |
| Exencial Wealth Advisors, LLC | 1.27% | Add +3.8% | 1,289,997 | $36.2M |
| BLB&B Advisors, LLC | 1.64% | Reduce -10.1% | 1,247,966 | $35.0M |
| Summit Asset Management, LLC | 5.69% | Add +0.2% | 1,244,807 | $34.9M |
| Mokosak Advisory Group, LLC | 8.56% | Add +2.7% | 1,079,465 | $30.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.22% | Reduce -5.3% | 1,026,491 | $28.8M |
| Dynamic Advisor Solutions LLC | 0.83% | Add +3.9% | 959,860 | $26.9M |
| Sage Financial Group Inc. | 1.97% | Reduce -1.9% | 950,167 | $26.7M |
| UBS Group AG | 0.01% | Reduce -81.6% | 946,333 | $26.5M |
| Curi Capital, LLC | 0.49% | Reduce -1.7% | 916,099 | $25.7M |
| Bank of America Corp. | 0.00% | Reduce -13.3% | 902,583 | $25.3M |
| High Note Wealth, LLC | 5.45% | Add +0.2% | 849,087 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +24.7% | 848,323 | $23.8M |
| Northeast Financial Group, Inc. | 7.50% | Add +2.8% | 843,993 | $23.7M |
| RKL Wealth Management LLC | 2.05% | Reduce -7.7% | 831,548 | $23.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +7.4% | 780,586 | $22.7M |
| Modera Wealth Management, LLC | 0.28% | Reduce -5.8% | 792,760 | $22.2M |
| IFP Advisors, Inc | 0.63% | Add +1.7% | 784,723 | $22.0M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -5.8% | 782,977 | $22.0M |
| Koshinski Asset Management, Inc. | 1.46% | Add +3.4% | 691,444 | $19.4M |
| Lutz Financial Services LLC | 1.50% | Add +26.0% | 688,642 | $19.3M |
| Compass Advisory Group LLC | 6.05% | Add +4.7% | 681,674 | $19.1M |
| Noble Family Wealth, LLC | 4.64% | Add +8.8% | 677,169 | $19.0M |
| Berkshire Asset Management LLC | 0.83% | Add +0.1% | 655,207 | $18.4M |
| Denver PWM, LLC | 5.69% | Add +4.9% | 650,802 | $18.3M |
| Corient Private Wealth LP | 0.02% | Reduce -1.6% | 641,377 | $18.0M |
| Salem Investment Counselors Inc. | 0.56% | Reduce -5.8% | 628,255 | $17.6M |
| Essex LLC | 3.47% | Add +8.3% | 627,815 | $17.6M |
| Plante Moran Financial Advisors, LLC | 1.23% | Add +289.9% | 626,183 | $17.6M |
| Bangor Savings Bank | 1.57% | Reduce -0.8% | 625,653 | $17.5M |
| Marshall Financial Group Inc. | 5.24% | Reduce -1.0% | 623,877 | $17.5M |
| Bleakley Financial Group, LLC | 0.44% | Add +19.1% | 621,438 | $17.4M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.8% | 611,333 | $17.1M |
| Focus Partners Wealth | 0.04% | Reduce -4.7% | 610,602 | $17.1M |
| Seneca Financial Advisors LLC | 6.44% | Add +29.2% | 596,091 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 565,596 | $15.9M |
| Cetera Investment Advisers | 0.03% | Add +15.5% | 560,658 | $15.7M |
| FAS Wealth Partners, Inc. | 1.16% | Add +2.5% | 559,901 | $15.7M |
| First National Corp. /Ma/ | 3.14% | Add +4.5% | 554,828 | $15.6M |
| Asset Management Group, Inc. | 2.66% | Reduce -2.3% | 543,478 | $15.2M |
| Richardson Capital Management LLC | 7.96% | Add +9.9% | 540,858 | $15.2M |
| MAI Capital Management | 0.10% | Reduce -22.5% | 533,816 | $15.0M |
| Sherwood Financial Partners, LLC | 13.37% | Add +2.0% | 520,046 | $14.6M |
| Triangle Securities Wealth Management | 3.58% | Add +1.3% | 518,427 | $14.5M |
| Pacific Sage Partners, LLC | 2.86% | Add +11.5% | 514,169 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 511,296 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.9% | 504,124 | $14.1M |
| HHM Wealth Advisors, LLC | 1.67% | Reduce -1.3% | 499,560 | $14.0M |
| Pittenger & Anderson Inc. | 0.51% | Reduce -0.1% | 499,240 | $14.0M |
| Benjamin Edwards Inc. | 0.18% | Add +4.7% | 497,433 | $14.0M |
| Curbstone Financial Management Corp | 2.84% | Reduce -4.7% | 493,789 | $13.9M |
| Savant Capital, LLC | 0.10% | Reduce -2.2% | 486,504 | $13.6M |
| Harbor Group, Inc. | 2.39% | Reduce -0.6% | 479,644 | $13.5M |
| Trinity Legacy Partners, LLC | 3.24% | Add +0.5% | 470,248 | $13.4M |
| Horizon Financial Services, LLC | 7.02% | Add +9.5% | 472,086 | $13.2M |
| Courage Miller Partners, LLC | 4.11% | Add +6.8% | 462,320 | $13.0M |
| IMA Advisory Services, Inc. | 1.34% | Add +0.7% | 446,152 | $12.5M |
| Schneider Downs Wealth Management Advisors, LP | 1.87% | Add +36.7% | 446,089 | $12.5M |
| Focus Financial Network, Inc. | 0.49% | Add +3.3% | 445,594 | $12.5M |
| Clearwater Capital Advisors, LLC | 1.14% | Add +4.3% | 443,080 | $12.4M |
| Womack Financial LLC | 10.34% | Add +3.5% | 442,529 | $12.4M |
| White & Co Financial Planning Inc | 9.69% | Add +2.5% | 433,386 | $12.1M |
| Spinnaker Investment Group, LLC | 2.71% | Reduce -11.3% | 411,685 | $11.5M |
| DAVENPORT & Co LLC | 0.06% | Reduce -73.5% | 408,221 | $11.5M |
| Fifth Third Securities, Inc. | 0.86% | Reduce -1.1% | 408,154 | $11.4M |
| ProVise Management Group, LLC | 0.88% | Reduce -7.6% | 397,225 | $11.1M |
| HBK Sorce Advisory LLC | 0.30% | Reduce -4.0% | 393,765 | $11.0M |
| St. Johns Investment Management Company, LLC | 5.03% | Add +2.5% | 390,363 | $10.9M |
| Manchester Financial Inc. | 2.29% | Reduce -38.6% | 389,788 | $10.9M |
| Lodestar Private Asset Management LLC | 1.26% | Add +2.4% | 389,628 | $10.9M |
| Alliance Wealth Management Group | 2.78% | Add +6.7% | 388,625 | $10.9M |
| Towercrest Capital Management | 1.95% | Add +6.7% | 388,625 | $10.9M |
| Valley National Advisers Inc. | 1.78% | Reduce -2.3% | 388,095 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -1.5% | 386,854 | $10.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.3% | 386,402 | $10.8M |
| Peak Financial Management, Inc. | 3.07% | Add +3.2% | 384,713 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -45.0% | 383,617 | $10.8M |
| Farther Finance Advisors, LLC | 0.21% | Add +6.8% | 376,710 | $10.6M |
| Clear Creek Financial Management, LLC | 1.00% | Add +35.0% | 374,178 | $10.5M |
| Omega Financial Group, LLC | 3.76% | Reduce -4.5% | 371,948 | $10.4M |
| Leavell Investment Management, Inc. | 0.46% | Reduce -2.8% | 369,685 | $10.4M |
| Fortis Capital Management LLC | 1.59% | Add +6.0% | 364,647 | $10.2M |
| North Star Asset Management Inc. | 0.43% | Reduce -1.1% | 363,085 | $10.2M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Reduce -5.3% | 362,872 | $10.2M |
| LexAurum Advisors, LLC | 1.61% | Add +31.6% | 362,032 | $10.2M |
| Nadler Financial Group, Inc. | 1.04% | Reduce -0.2% | 361,614 | $10.1M |
| Bush Investment Group, LLC | 6.81% | Reduce -2.3% | 361,512 | $10.1M |
| Tiller Private Wealth, Inc. | 3.82% | Reduce -1.1% | 358,515 | $10.1M |
| Clearstead Advisors, LLC | 0.14% | Reduce -7.3% | 355,721 | $10.0M |
| Larson Financial Group LLC | 0.40% | Reduce -17.1% | 355,046 | $10.0M |
| Christensen, King & Associates Investment Services, Inc. | 4.53% | Reduce -0.8% | 352,121 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.3% | 351,018 | $9.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.80% | Reduce -0.8% | 350,577 | $9.8M |
| Wealthspire Advisors, LLC | 0.05% | Add +5.6% | 348,034 | $9.8M |
| Sightline Wealth Advisors, LLC | 4.67% | Reduce -0.1% | 345,072 | $9.7M |
| Milestone Investment Advisors LLC | 2.51% | Reduce -8.7% | 342,460 | $9.6M |
| Arbor Trust Wealth Advisors, LLC | 4.70% | Reduce -13.1% | 342,440 | $9.6M |
| Lincoln Capital Corp. | 3.64% | Add +1.3% | 337,024 | $9.5M |
| Avior Wealth Management, LLC | 0.32% | Add +0.5% | 334,624 | $9.4M |
| Lee Financial Co | 1.33% | Add +2.1% | 330,387 | $9.3M |
| Gradient Capital Advisors, LLC | 2.73% | Add +4.2% | 329,615 | $9.2M |
| Money Concepts Capital Corp. | 0.62% | Add +6.6% | 328,645 | $9.2M |
| HB Wealth Management, LLC | 0.07% | Reduce -2.7% | 325,882 | $9.1M |
| Allworth Financial LP | 0.04% | Reduce -2.3% | 325,797 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 314,685 | $8.8M |
| Kavar Capital Partners Group, LLC | 1.26% | Add +6.4% | 313,097 | $8.8M |
| Patriot Investment Management Group, Inc. | 0.60% | Reduce -1.4% | 311,541 | $8.7M |
| Missouri Trust & Investment Co | 2.85% | Add +2.3% | 311,471 | $8.7M |
| AQR Capital Management | 0.01% | Add +3.1% | 308,116 | $8.6M |
| Bernard Wealth Management Corp. | 3.93% | Reduce -1.5% | 302,537 | $8.5M |
| Main Street Financial Solutions, LLC | 0.60% | Add +3.4% | 296,663 | $8.3M |
| Trust Point Inc. | 0.78% | Reduce -39.3% | 293,304 | $8.2M |
| Visionary Wealth Advisors | 0.42% | Add +5.7% | 293,288 | $8.2M |
| Ausdal Financial Partners, Inc. | 0.52% | Add +0.2% | 279,214 | $7.8M |
| Valley Forge Investment Consultants Inc. Adv | 2.49% | Add +4.5% | 276,753 | $7.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.98% | Reduce -3.6% | 276,453 | $7.8M |
| Brand Asset Management Group, Inc. | 2.88% | Reduce -2.1% | 275,225 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.7% | 275,138 | $7.7M |
| Meridian Wealth Partners, LLC | 1.11% | Add +3.0% | 272,675 | $7.6M |
| Whittier Trust Co. | 0.09% | Add +13.4% | 271,481 | $7.6M |
| Black Diamond Financial, LLC | 1.17% | Add +1.1% | 268,540 | $7.5M |
| Cary Street Partners Financial LLC | 0.21% | Reduce -6.2% | 266,503 | $7.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.52% | Add +12.2% | 261,445 | $7.3M |
| American Money Management, LLC | 1.27% | Add +0.8% | 255,934 | $7.2M |
| Pps&v Asset Management Consultants, Inc. | 4.47% | Add +6.8% | 252,474 | $7.1M |
| Jacobi Capital Management LLC | 0.47% | Reduce -5.4% | 251,852 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Add +8333233.3% | 250,000 | $7.0M |
| Brown Wealth Management, LLC | 2.16% | Add +15.3% | 248,285 | $7.0M |
| Cresset Asset Management, LLC | 0.03% | Reduce -10.6% | 247,003 | $6.9M |
| Meridian Wealth Management, LLC | 0.29% | Reduce -2.3% | 244,765 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +1.9% | 244,746 | $6.9M |
| Sunbelt Securities, Inc. | 0.60% | Add +1.2% | 246,968 | $6.8M |
| Schaeffer Financial LLC | 6.66% | Add +5.1% | 243,219 | $6.8M |
| New York Life Investment Management LLC | 0.06% | Add +78.2% | 237,959 | $6.7M |
| Blue Square Asset Management, LLC | 3.12% | Reduce -0.8% | 237,872 | $6.7M |
| James J. Burns & Company, LLC | 1.09% | Add +6.4% | 237,222 | $6.7M |
| Peterson Wealth Advisors, LLC | 1.09% | Add +2.7% | 236,356 | $6.6M |
| Broadleaf Partners, LLC | 1.42% | Add +5.2% | 230,526 | $6.5M |
| CW Advisors, LLC | 0.06% | Reduce -0.8% | 228,624 | $6.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.69% | Add +2.8% | 227,463 | $6.4M |
| Kohmann Bosshard Financial Services, LLC | 0.71% | Reduce -1.7% | 225,594 | $6.3M |
| White Pine Investment CO | 1.55% | Add +0.8% | 221,951 | $6.2M |
| Gill Capital Partners, LLC | 1.97% | Reduce -0.3% | 218,058 | $6.1M |
| Merit Financial Group, LLC | 0.07% | Add +89.5% | 214,398 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +38.3% | 213,256 | $6.0M |
| Cwm, LLC | 0.02% | Reduce -16.6% | 208,455 | $5.8M |
| Northern Capital Management, Inc. | 3.43% | Reduce -2.5% | 208,079 | $5.8M |
| Cape Investment Advisory, Inc. | 2.12% | Reduce -1.4% | 206,863 | $5.8M |
| Anchor Investment Management, LLC | 0.50% | Reduce -1.2% | 201,359 | $5.6M |
| Brookstone Capital Management | 0.07% | Add +3.8% | 200,581 | $5.6M |
| DHJJ Financial Advisors, Ltd. | 2.00% | Reduce -6.1% | 197,279 | $5.5M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -2.7% | 193,220 | $5.4M |
| Family Legacy Financial Solutions, LLC | 4.57% | — | 191,950 | $5.4M |
| Newton One Investments LLC | 1.69% | Reduce -15.4% | 191,307 | $5.4M |
| Silver Oak Securities, Incorporated | 0.44% | Reduce -1.3% | 188,453 | $5.3M |
| Victrix Investment Advisors | 2.28% | Reduce -1.4% | 183,852 | $5.2M |
| Betterment LLC | 0.01% | Add +16.8% | 183,608 | $5.2M |
| Reston Wealth Management LLC | 1.80% | Add +8.9% | 182,999 | $5.1M |
| Gleason Group, Inc. | 0.55% | Add +1.3% | 180,601 | $5.1M |
| Cathy Pareto & Associates, Inc. | 4.15% | Add +3.8% | 178,864 | $5.0M |
| Texas Yale Capital Corp. | 0.16% | Reduce -21.2% | 177,594 | $5.0M |
| Blue Barn Wealth, LLC | 2.27% | Add +5.4% | 172,087 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +1121.6% | 170,395 | $4.8M |
| OneAscent Financial Services LLC | 0.34% | Reduce -49.4% | 170,354 | $4.8M |
| Powers Advisory Group, LLC | 2.09% | Add +2.8% | 169,298 | $4.7M |
| Liberty Square Wealth Partners LLC | 1.63% | Reduce -17.6% | 167,791 | $4.7M |
| Birchbrook, Inc. | 2.49% | Reduce -10.4% | 165,884 | $4.7M |
| Mengis Capital Management, Inc. | 0.99% | Reduce -2.0% | 164,800 | $4.6M |
| McCarthy Asset Management, Inc. | 3.06% | Reduce -0.8% | 160,615 | $4.5M |
| Moneywise, Inc. | 2.11% | Reduce -15.5% | 160,526 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -3.8% | 159,478 | $4.5M |
| Family Investment Center, Inc. | 1.01% | Reduce -1.5% | 158,593 | $4.4M |
| Hilltop Wealth Advisors, LLC | 2.48% | Reduce -0.2% | 157,214 | $4.4M |
| Madden Advisory Services, Inc. | 1.86% | Add +1.9% | 155,743 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.00% | Reduce -5.3% | 155,302 | $4.4M |
| Game Plan Financial Advisors, LLC | 1.89% | Reduce -13.7% | 153,828 | $4.3M |
| Councilor Wealth, LLC | 2.01% | Reduce -33.7% | 153,340 | $4.3M |
| Diversify Wealth Management, LLC | 0.26% | Reduce -3.6% | 147,175 | $4.2M |
| Lathrop Investment Management Co. | 0.79% | Reduce -7.7% | 149,437 | $4.2M |
| Code Waechter LLC | 2.97% | Reduce -6.5% | 148,703 | $4.2M |
| Steele Capital Management, Inc. | 0.20% | No change | 147,879 | $4.1M |
| Columbus Macro, LLC | 0.50% | Add +4.8% | 144,528 | $4.1M |
| Alpha Omega Wealth Management LLC | 0.73% | Add +0.3% | 144,463 | $4.1M |
| Carolina Wealth Advisors, LLC | 1.99% | Reduce -1.2% | 143,819 | $4.0M |
| Independent Solutions Wealth Management, LLC | 0.79% | Add +5.5% | 143,803 | $4.0M |
| Lowe Brockenbrough & Co. Inc. | 0.23% | Reduce -10.7% | 143,041 | $4.0M |
| Creekside Partners | 1.90% | Add +13.0% | 142,555 | $4.0M |
| Valpey Financial Services, LLC | 2.76% | — | 142,313 | $4.0M |
| Arcataur Capital Management LLC | 1.24% | Reduce -0.5% | 141,545 | $4.0M |
| Blue Bell Private Wealth Management, LLC | 0.65% | Reduce -0.0% | 139,321 | $3.9M |
| Balanced Wealth Group LLC | 1.69% | Reduce -1.0% | 136,461 | $3.9M |
| Sage Financial Management Group, Inc. | 1.34% | Reduce -2.7% | 138,064 | $3.9M |
| Perigon Wealth Management, LLC | 0.09% | Add +16.7% | 136,828 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.8% | 136,229 | $3.8M |
| Roundview Capital LLC | 0.26% | Add +9.1% | 136,082 | $3.8M |
| Citizens Financial Group Inc. | 0.06% | Add +0.1% | 135,474 | $3.8M |
| Acorn Wealth Advisors, LLC | 1.39% | Reduce -4.6% | 132,788 | $3.7M |
| WESCAP Management Group, Inc. | 0.83% | Reduce -11.6% | 129,991 | $3.6M |
| Envision Financial LLC | 2.43% | Reduce -2.3% | 129,739 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 129,297 | $3.6M |
| Apollon Financial, LLC | 0.76% | Reduce -2.7% | 128,388 | $3.6M |
| Everhart Financial Group, Inc. | 0.41% | Add +0.3% | 127,483 | $3.6M |
| Debussy Capital Management LP | 0.53% | Reduce -0.3% | 126,749 | $3.6M |
| AdvisorNet Financial, Inc | 0.22% | Add +2033.9% | 123,576 | $3.5M |
| St. Louis Trust Co | 0.46% | Add +10.6% | 122,680 | $3.4M |
| Nicollet Investment Management, Inc. | 1.15% | Reduce -0.8% | 122,133 | $3.4M |
| CX Institutional | 0.12% | Add +3966.8% | 121,596 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.35% | Add +2.1% | 121,311 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -10.5% | 120,519 | $3.4M |
| Von Berge Wealth Management Group, LLC | 1.90% | Add +0.3% | 116,818 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +66.8% | 119,336 | $3.3M |
| Capital Planning LLC | 1.05% | Add +1.9% | 119,240 | $3.3M |
| Paradigm, Strategies in Wealth Management, LLC | 2.16% | Reduce -0.5% | 117,566 | $3.3M |
| IHT Wealth Management, LLC | 0.09% | Reduce -6.4% | 116,949 | $3.3M |
| Breed's Hill Capital LLC | 1.57% | No change | 116,217 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +36.4% | 115,751 | $3.2M |
| Murphy & Mullick Capital Management Corp | 2.63% | Add +0.6% | 113,334 | $3.2M |
| Composition Wealth, LLC | 0.05% | Reduce -4.9% | 115,204 | $3.2M |
| Element Wealth, LLC | 1.44% | Reduce -2.1% | 111,569 | $3.1M |
| PCA Investment Advisory Services Inc. | 1.31% | Reduce -0.1% | 111,088 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +33.8% | 110,633 | $3.1M |
| Bristlecone Advisors, LLC | 0.26% | Reduce -2.5% | 110,106 | $3.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.25% | Reduce -11.4% | 108,740 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.0% | 108,431 | $3.0M |
| Revolve Wealth Partners, LLC | 0.40% | Reduce -2.4% | 108,164 | $3.0M |
| Wescott Financial Advisory Group, LLC | 0.29% | Reduce -1.2% | 108,142 | $3.0M |
| Choreo, LLC | 0.04% | Add +19.4% | 107,342 | $3.0M |
| Wealth Group Ltd | 0.77% | Reduce -1.2% | 107,176 | $3.0M |
| FMR LLC | 0.00% | Reduce -7.6% | 106,392 | $3.0M |
| WealthShield Partners, LLC | 0.35% | Reduce -2.2% | 104,038 | $2.9M |
| Jane Street Group, LLC | 0.00% | Add +652.3% | 103,682 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +97709.5% | 102,700 | $2.9M |
| Bogart Wealth, LLC | 0.12% | Add +1.7% | 102,229 | $2.9M |
| McAdam, LLC | 0.16% | Add +0.8% | 101,998 | $2.9M |
| Blankinship & Foster, LLC | 0.67% | Add +99.1% | 101,920 | $2.9M |
| HC Advisors, LLC | 2.02% | Reduce -0.8% | 101,844 | $2.9M |
| Colorado Capital Management, Inc. | 1.22% | Reduce -6.7% | 101,744 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 101,195 | $2.8M |
| Orcam Financial Group | 2.46% | Add +0.1% | 100,817 | $2.8M |
| Prentice Wealth Management LLC | 0.74% | Add +2.5% | 100,812 | $2.8M |
| Jackson Creek Investment Advisors LLC | 0.76% | Reduce -1.2% | 100,136 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -17.7% | 99,869 | $2.8M |
| Cambridge Financial Group, LLC | 1.05% | Add +48.9% | 99,563 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +2.2% | 99,131 | $2.8M |
| Atlas Capital Advisors Inc. | 0.34% | Reduce -19.1% | 98,983 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.6% | 98,084 | $2.8M |
| True North Advisors, LLC | 0.53% | Reduce -16.3% | 97,978 | $2.7M |
| Juncture Wealth Strategies, LLC | 0.97% | Reduce -31.6% | 97,451 | $2.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -4.9% | 96,648 | $2.7M |
| Zhang Financial LLC | 0.12% | Reduce -17.6% | 94,923 | $2.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.5% | 94,182 | $2.6M |
| Advisory Services Network, LLC | 0.04% | New | 90,620 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +149.9% | 92,257 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 92,112 | $2.6M |
| LifeSteps Financial, Inc. | 1.76% | Add +17.6% | 91,559 | $2.6M |
| Tradition Wealth Management, LLC | 0.20% | Add +0.0% | 91,506 | $2.6M |
| Bensler, LLC | 0.29% | Reduce -13.7% | 91,340 | $2.6M |
| Mather Group, Llc. | 0.03% | Reduce -3.4% | 91,242 | $2.6M |
| Exchange Capital Management, Inc. | 0.38% | Reduce -11.1% | 90,793 | $2.5M |
| United Advisor Group, LLC | 0.44% | Add +59.7% | 90,766 | $2.5M |
| Fort Point Capital Partners LLC | 0.26% | Add +26.0% | 90,723 | $2.5M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -6.0% | 90,254 | $2.5M |
| Leisure Capital Management | 0.95% | Reduce -1.4% | 90,189 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +7.8% | 90,008 | $2.5M |
| River Wealth Advisors LLC | 0.31% | Reduce -0.5% | 89,944 | $2.5M |
| Compass Financial Group, INC | 0.41% | Add +9.7% | 89,830 | $2.5M |
| Affinity Capital Advisors, LLC | 0.43% | Reduce -1.9% | 89,537 | $2.5M |
| Burkett Financial Services, LLC | 0.90% | Add +1.6% | 89,249 | $2.5M |
| Destination Wealth Management | 0.07% | Add +23.5% | 88,693 | $2.5M |
| Vise Technologies, Inc. | 0.10% | — | 88,670 | $2.5M |
| Vantage Financial Partners, LLC | 0.57% | Reduce -2.4% | 88,039 | $2.5M |
| Planwiser Financial, LLC | 2.09% | Reduce -3.0% | 84,584 | $2.5M |
| Waterfront Wealth Inc. | 0.55% | Add +24.0% | 87,152 | $2.4M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 86,532 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +8.4% | 86,193 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.41% | Reduce -7.6% | 86,135 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +141.8% | 85,890 | $2.4M |
| Ulland Investment Advisors, LLC | 1.97% | Reduce -9.0% | 85,729 | $2.4M |
| Values Added Financial LLC | 1.16% | Add +44.1% | 85,469 | $2.4M |
| May Hill Capital, LLC | 0.79% | Reduce -27.6% | 85,110 | $2.4M |
| Boltwood Capital Management | 0.68% | Add +7.3% | 84,779 | $2.4M |
| Centerpoint Advisors, LLC | 0.80% | No change | 84,000 | $2.4M |
| Northwest Capital Management Inc | 1.27% | Reduce -55.2% | 83,791 | $2.4M |
| CRA Financial Services, LLC | 0.35% | Reduce -2.7% | 82,377 | $2.3M |
| Marquette Asset Management, LLC | 0.39% | Reduce -7.4% | 82,003 | $2.3M |
| Athena Investment Management | 1.28% | Add +1.3% | 81,946 | $2.3M |
| Red Door Wealth Management, LLC | 0.28% | Reduce -0.6% | 81,936 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.1% | 80,989 | $2.3M |
| Voisard Asset Management Group, Inc. | 0.58% | Reduce -22.8% | 79,784 | $2.2M |
| Strategic Financial Planning, Inc. | 1.39% | Reduce -0.3% | 79,624 | $2.2M |
| MBA Advisors LLC | 1.02% | Reduce -10.8% | 78,409 | $2.2M |
| Columbia River Financial Group, LLC | 1.42% | Add +4.5% | 76,718 | $2.2M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.1% | 76,922 | $2.2M |
| Asset Advisors Investment Management, LLC | 0.21% | Reduce -16.5% | 76,395 | $2.1M |
| Arrowroot Family Office, LLC | 0.95% | — | 75,562 | $2.1M |
| SWS Partners | 0.57% | Add +2.5% | 75,247 | $2.1M |
| WBH Advisory Inc. | 0.18% | Reduce -3.3% | 75,144 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 0.86% | Reduce -2.7% | 74,987 | $2.1M |
| BCS Wealth Management | 0.45% | Add +13.2% | 74,145 | $2.1M |
| Thrive Wealth Management, LLC | 0.33% | Add +198.4% | 73,570 | $2.1M |
| Providence First Trust Co | 0.71% | Add +16.5% | 72,095 | $2.0M |
| Aspen Grove Capital, LLC | 0.34% | Reduce -4.4% | 71,240 | $2.0M |
| Krilogy Financial LLC | 0.11% | Reduce -1.4% | 70,872 | $2.0M |
| Sunburst Financial Group, LLC | 0.44% | Reduce -0.9% | 70,447 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Add +3.8% | 70,154 | $2.0M |
| John W. Brooker & Co., CPAs | 4.56% | Reduce -72.8% | 67,445 | $1.9M |
| Sheets Smith Wealth Management | 0.23% | Reduce -0.3% | 68,729 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.8% | 68,533 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.1% | 67,378 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | New | 67,308 | $1.9M |
| Stokes Family Office, LLC | 0.20% | No change | 66,966 | $1.9M |
| Acas, LLC | 1.25% | Reduce -1.7% | 63,796 | $1.9M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -12.6% | 66,013 | $1.9M |
| Winthrop Capital Management, LLC | 0.47% | Reduce -11.5% | 65,912 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.55% | Reduce -2.3% | 65,776 | $1.8M |
| MCF Advisors LLC | 0.12% | Add +146.3% | 65,493 | $1.8M |
| Vision Capital Management, Inc. | 0.24% | Reduce -0.1% | 65,091 | $1.8M |
| Almanack Investment Partners, LLC. | 0.29% | New | 64,821 | $1.8M |
| Panoramic Investment Advisors, LLC | 1.10% | Add +12.3% | 64,026 | $1.8M |
| Madison Wealth Partners, Inc | 0.39% | Add +24.3% | 63,508 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | No change | 63,459 | $1.8M |
| Econ Financial Services Corp | 0.91% | Add +1.3% | 63,230 | $1.8M |
| Ironwood Financial, llc | 0.38% | No change | 67,463 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | — | 62,295 | $1.7M |
| Venture Visionary Partners LLC | 0.07% | Add +0.0% | 61,672 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +2.1% | 61,525 | $1.7M |
| VSM Wealth Advisory, LLC | 0.56% | Reduce -22.7% | 60,961 | $1.7M |
| Collective Family Office LLC | 0.44% | Reduce -1.1% | 60,846 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +546.7% | 60,368 | $1.7M |
| Fagan Associates, Inc. | 0.26% | Reduce -2.4% | 60,362 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -4.1% | 60,276 | $1.7M |
| Cahill Financial Advisors Inc. | 0.21% | Reduce -9.4% | 59,819 | $1.7M |
| NorthRock Partners, LLC | 0.04% | Reduce -2.6% | 59,607 | $1.7M |
| Compound Planning, Inc. | 0.06% | Reduce -6.0% | 59,266 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.93% | No change | 63,380 | $1.7M |
| Opal Wealth Advisors, LLC | 0.46% | Add +11.2% | 59,199 | $1.7M |
| Koesten, Hirschmann & Crabtree, INC. | 0.85% | No change | 58,449 | $1.6M |
| Capital Squared Financial LLC | 1.91% | — | 58,371 | $1.6M |
| Cornerstone Wealth Group, LLC | 0.12% | Reduce -13.0% | 58,208 | $1.6M |
| NBZ Investment Advisors LLC | 0.93% | Reduce -3.6% | 58,183 | $1.6M |
| Armor Investment Advisors, LLC | 0.61% | Reduce -2.9% | 58,134 | $1.6M |
| Smith, Moore & Co. | 0.14% | Add +0.4% | 58,122 | $1.6M |
| D.B. Root & Company, LLC | 0.48% | Reduce -13.9% | 58,091 | $1.6M |
| Embree Financial Group | 0.24% | Reduce -0.4% | 57,929 | $1.6M |
| Cambridge Advisors Inc. | 0.34% | Reduce -0.1% | 57,885 | $1.6M |
| Novare Capital Management LLC | 0.13% | Reduce -7.5% | 57,427 | $1.6M |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -0.1% | 57,349 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Add +9.2% | 56,788 | $1.6M |
| Phillips Financial Management, LLC | 0.12% | Add +2.3% | 56,518 | $1.6M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.2% | 56,433 | $1.6M |
| CVA Family Office, LLC | 0.22% | Reduce -15.6% | 55,658 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +17.0% | 55,104 | $1.5M |
| Arkansas Financial Group, Inc. | 0.24% | Reduce -0.5% | 54,659 | $1.5M |
| Summit Financial, LLC | 0.03% | Reduce -4.6% | 54,356 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -3.0% | 54,230 | $1.5M |
| Chandler Asset Management, Inc. | 0.27% | Add +0.4% | 54,117 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | New | 54,026 | $1.5M |
| Bfsg, LLC | 0.17% | Add +3.4% | 53,968 | $1.5M |
| Lazard Asset Management LLC | 0.00% | No change | 53,604 | $1.5M |
| Oldfather Financial Services, LLC | 0.52% | Reduce -2.8% | 53,464 | $1.5M |
| Citadel Advisors | 0.00% | New | 53,440 | $1.5M |
| Seek First Inc. | 1.21% | Add +0.4% | 53,336 | $1.5M |
| LTG Capital LLC | 1.26% | Add +0.6% | 52,493 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -1.1% | 52,431 | $1.5M |
| Smith Anglin Financial, LLC | 0.13% | Reduce -6.5% | 52,088 | $1.5M |
| Benchmark Wealth Management, LLC | 0.65% | No change | 52,059 | $1.5M |
| Csenge Advisory Group | 0.08% | Add +10.6% | 53,643 | $1.5M |
| Integrated Capital Management, LLC | 0.69% | Reduce -12.6% | 50,516 | $1.4M |
| Warner Financial, Inc. | 0.59% | Reduce -8.3% | 51,265 | $1.4M |
| ETF Store, Inc. | 1.65% | Add +5.9% | 50,718 | $1.4M |
| Kelman-Lazarov, Inc. | 0.23% | Add +23.3% | 50,680 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -32.4% | 50,642 | $1.4M |
| Medallion Wealth Advisors, LLC | 0.55% | Add +6.3% | 50,117 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 50,140 | $1.4M |
| Scott Marsh Financial, LLC | 0.52% | — | 50,112 | $1.4M |
| US Bancorp \de | 0.00% | Add +11.3% | 49,725 | $1.4M |
| Long Island Wealth Management, Inc. | 0.72% | Reduce -51.6% | 49,496 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -2.6% | 48,452 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 48,121 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +17.2% | 47,868 | $1.3M |
| Capital Advantage, Inc. | 0.21% | Reduce -76.0% | 47,670 | $1.3M |
| Keyvantage Wealth, LLC | 0.60% | Reduce -3.6% | 47,547 | $1.3M |
| Sharkey, Howes & Javer | 0.18% | Reduce -7.0% | 47,082 | $1.3M |
| Legacy Bridge, LLC | 0.63% | Add +2.2% | 47,021 | $1.3M |
| SCS Capital Management LLC | 0.01% | Reduce -16.4% | 46,453 | $1.3M |
| S.A. Mason LLC | 0.63% | Add +0.2% | 46,317 | $1.3M |
| CHB Investment Group, LLC | 0.66% | Reduce -4.0% | 46,295 | $1.3M |
| 1900 Wealth Management LLC | 0.10% | Add +0.0% | 46,233 | $1.3M |
| Smithbridge Asset Management Inc. | 0.23% | Reduce -79.7% | 46,211 | $1.3M |
| Ifrah Financial Services, Inc. | 0.35% | Reduce -1.3% | 46,161 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.17% | Reduce -3.0% | 46,099 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -7.1% | 44,997 | $1.3M |
| Consolidated Portfolio Review Corp | 0.17% | Reduce -0.3% | 44,959 | $1.3M |
| Altfest L J & Co. Inc. | 0.15% | Add +3.2% | 44,684 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | Add +11.6% | 44,541 | $1.2M |
| Whipplewood Advisors, LLC | 0.68% | Add +407.3% | 44,372 | $1.2M |
| Graypoint LLC | 0.07% | Reduce -1.8% | 43,278 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | New | 42,068 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Add +40.5% | 42,030 | $1.2M |
| North Forty Two & Co. | 1.24% | Add +2.1% | 41,680 | $1.2M |
| Sigma Investment Counselors Inc. | 0.06% | Add +60.5% | 41,462 | $1.2M |
| ARK & TLK Investments, LLC | 0.37% | No change | 41,000 | $1.2M |
| WP Advisors, LLC | 0.31% | Add +0.4% | 40,822 | $1.1M |
| First Pacific Financial | 0.17% | Reduce -0.3% | 40,592 | $1.1M |
| FF Advisors,LLC | 0.59% | No change | 40,450 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 40,404 | $1.1M |
| Savvy Advisors, Inc. | 0.08% | Add +9.1% | 40,182 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +212.8% | 40,105 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | New | 40,032 | $1.1M |
| Clear Investment Research, LLC | 1.42% | Reduce -1.4% | 40,017 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -5.3% | 39,824 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.9% | 39,711 | $1.1M |
| IAG Wealth Partners, LLC | 0.15% | Reduce -8.0% | 39,676 | $1.1M |
| Single Point Partners, LLC | 0.24% | Add +10.5% | 39,495 | $1.1M |
| Naples Global Advisors, LLC | 0.09% | Reduce -0.0% | 39,240 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -6.3% | 39,235 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +1.5% | 39,187 | $1.1M |
| Blair William & Co. | 0.00% | Add +126.1% | 38,962 | $1.1M |
| Condor Capital Management | 0.09% | Reduce -0.6% | 38,932 | $1.1M |
| Sawgrass Asset Management LLC | 0.12% | No change | 38,914 | $1.1M |
| Bouchey Financial Group, Ltd. | 0.09% | Add +0.5% | 38,610 | $1.1M |
| Sculati Wealth Management, LLC | 0.41% | Reduce -19.2% | 38,479 | $1.1M |
| Holderness Investments Co. | 0.23% | Add +2.5% | 38,334 | $1.1M |
| RMR Wealth Builders | 0.10% | Add +16.6% | 38,249 | $1.1M |
| Stonebridge Financial Group, LLC | 0.10% | Add +2.6% | 38,117 | $1.1M |
| Goepper Burkhardt LLC | 0.39% | Reduce -8.5% | 37,881 | $1.1M |
| Orca Investment Management, LLC | 0.96% | Add +1.4% | 37,806 | $1.1M |
| FIDELIS iM, LLC | 0.47% | No change | 37,542 | $1.1M |
| Wisconsin Capital Management LLC | 0.58% | No change | 37,500 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.2% | 37,047 | $1.0M |
| Great Waters Wealth Management | 0.13% | Reduce -2.2% | 36,841 | $1.0M |
| Summit Financial Wealth Advisors, LLC | 0.18% | Add +4.2% | 36,750 | $1.0M |
| Adamsbrown Wealth Consultants LLC | 0.30% | Reduce -0.6% | 36,567 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.36% | Add +39.0% | 36,559 | $1.0M |
| Crescent Sterling, Ltd. | 1.15% | Reduce -8.0% | 36,486 | $1.0M |
| Ironwood Wealth Management, LLC. | 0.37% | Reduce -15.3% | 36,410 | $1.0M |
| Forte Capital LLC | 0.11% | Reduce -1.3% | 36,230 | $1.0M |
| Commerce Bank | 0.01% | No change | 36,065 | $1.0M |
| Elevation Wealth Partners, LLC | 0.40% | Add +0.0% | 36,051 | $1.0M |
| Rede Wealth, LLC | 0.36% | Add +9.1% | 35,930 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.8% | 35,833 | $1.0M |
| SOL Capital Management CO | 0.10% | Add +28.0% | 35,816 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -50.7% | 35,803 | $1.0M |
| Grantvest Financial Group LLC | 0.74% | Reduce -2.6% | 35,756 | $1.0M |
| Rialto Wealth Management, LLC | 0.28% | Add +0.0% | 35,649 | $1000K |
| WFA of San Diego, LLC | 0.73% | — | 35,378 | $992K |
| Chesapeake Wealth Management | 0.33% | Reduce -1.1% | 35,096 | $984K |
| Burns Matteson Capital Management, LLC | 0.47% | Reduce -0.1% | 35,060 | $983K |
| Tenret Co LLC | 0.54% | Add +267.7% | 35,041 | $983K |
| Greenleaf Trust | 0.01% | Reduce -8.4% | 35,007 | $982K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.4% | 35,007 | $982K |
| AMG National Trust Bank | 0.03% | No change | 34,650 | $972K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -8.0% | 34,389 | $965K |
| Fiduciary Trust Co | 0.01% | No change | 34,200 | $959K |
| SouthState Bank Corp | 0.04% | Reduce -4.3% | 34,154 | $958K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.6% | 34,022 | $954K |
| K2 Financial Inc. | 0.83% | Add +8.3% | 33,537 | $946K |
| Princeton Global Asset Management LLC | 0.17% | Add +6.4% | 33,625 | $943K |
| Pacific Sun Financial Corp | 0.49% | Reduce -0.6% | 33,576 | $942K |
| Squire Investment Management Company, LLC | 0.34% | Add +5.8% | 33,166 | $930K |
| Five Pine Wealth Management | 0.69% | Reduce -0.8% | 33,147 | $930K |
| Hilltop Partners LLC | 0.28% | Reduce -2.2% | 32,918 | $923K |
| Bigelow Investment Advisors, LLC | 0.41% | Reduce -4.6% | 32,831 | $921K |
| Cascade Financial Partners, LLC | 0.11% | Add +5.3% | 32,424 | $909K |
| Wilkins Miller Wealth Management, LLC | 0.62% | Reduce -0.2% | 32,407 | $909K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.0% | 31,137 | $906K |
| Aurora Private Wealth, Inc. | 0.66% | Add +146.0% | 31,922 | $895K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -5.5% | 31,899 | $894K |
| Lowery Thomas, LLC | 0.57% | Reduce -28.7% | 31,797 | $892K |
| Sigma Planning Corp | 0.03% | Reduce -2.5% | 31,715 | $890K |
| Fortitude Advisory Group L.L.C. | 0.51% | Add +5.7% | 31,655 | $888K |
| Clear Point Advisors Inc. | 0.74% | Reduce -7.5% | 31,490 | $883K |
| EWG Elevate Inc. | 0.27% | Reduce -3.5% | 31,382 | $880K |
| Silverlake Wealth Management LLC | 0.26% | New | 31,222 | $876K |
| Pennsylvania Capital Management Inc. | 0.28% | Add +1.9% | 31,136 | $873K |
| Wedmont Private Capital | 0.04% | No change | 30,255 | $867K |
| Brighton Jones LLC | 0.02% | Add +34.4% | 30,694 | $861K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Reduce -0.1% | 30,486 | $855K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 30,385 | $852K |
| Seven Springs Wealth Group, LLC | 0.21% | No change | 30,012 | $842K |
| Parkside Financial Bank & Trust | 0.09% | No change | 30,000 | $842K |
| Nwam LLC | 0.05% | Add +10.0% | 29,338 | $838K |
| Okabena Investment Services Inc. | 0.19% | No change | 29,712 | $833K |
| Cynosure Group, LLC | 0.09% | Add +0.3% | 29,497 | $827K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -8.2% | 29,089 | $823K |
| FineMark National Bank & Trust | 0.03% | Reduce -4.5% | 29,317 | $822K |
| Bcwm, LLC | 0.26% | Add +12.0% | 29,230 | $820K |
| West Paces Advisors Inc. | 0.17% | Add +100.3% | 29,147 | $818K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 29,140 | $817K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -70.0% | 29,026 | $814K |
| NBT Bank, N.A. | 0.06% | Reduce -0.2% | 28,720 | $806K |
| CAP Partners, LLC | 0.51% | Reduce -1.7% | 28,631 | $803K |
| Strategic Equity Management | 0.29% | Reduce -39.3% | 28,543 | $801K |
| National Wealth Management Group, LLC | 0.44% | Reduce -2.1% | 28,101 | $788K |
| Sachetta, LLC | 0.31% | Add +0.0% | 28,060 | $787K |
| BlueChip Wealth Advisors LLC | 0.32% | Reduce -0.7% | 28,007 | $786K |
| Midwest Capital Advisors, LLC | 0.41% | Reduce -15.0% | 27,710 | $777K |
| Diversify Advisory Services, LLC | 0.03% | Add +15.7% | 26,882 | $775K |
| Retirement Planning Group, LLC | 0.03% | Reduce -3.3% | 27,271 | $765K |
| Prospera Financial Services Inc | 0.01% | Add +46.6% | 27,051 | $759K |
| Flputnam Investment Management Co. | 0.01% | Reduce -8.7% | 27,034 | $758K |
| Lido Advisors, LLC | 0.00% | Reduce -78.5% | 26,940 | $756K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +0.3% | 26,848 | $753K |
| Red Mountain Financial, LLC | 0.84% | Reduce -0.5% | 26,817 | $752K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +9.9% | 26,779 | $751K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -4.1% | 26,635 | $747K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -0.2% | 26,468 | $742K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 26,442 | $742K |
| Townsend Asset Management Corp. /NC/ | 0.27% | Add +0.0% | 26,282 | $737K |
| Watershed Private Wealth LLC | 0.27% | No change | 26,203 | $735K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -73.8% | 25,886 | $726K |
| Stevens Capital Partners | 0.26% | Add +94.6% | 25,428 | $723K |
| Millennium Management | 0.00% | Add +40.5% | 25,761 | $723K |
| Pegasus Asset Management, Inc. | 0.25% | Reduce -0.5% | 25,750 | $722K |
| SIMA Wealth Partners, LLC | 0.58% | Reduce -32.8% | 25,715 | $721K |
| Eley Financial Management, Inc | 0.28% | Reduce -3.5% | 25,696 | $721K |
| Planning Alternatives Ltd. | 0.10% | Reduce -0.7% | 25,319 | $710K |
| JBR Co Financial Management Inc | 0.35% | Reduce -1.0% | 25,200 | $707K |
| SageView Advisory Group, LLC | 0.03% | Reduce -4.6% | 24,229 | $703K |
| Harfst & Associates, Inc. | 0.14% | Reduce -0.2% | 24,986 | $701K |
| Foundations Investment Advisors, LLC | 0.01% | Add +17.5% | 24,981 | $701K |
| Evermay Wealth Management LLC | 0.09% | Add +6.8% | 24,918 | $699K |
| Joule Financial, LLC | 0.23% | Add +0.5% | 24,879 | $698K |
| Fortis Capital Advisors, LLC | 0.12% | New | 24,690 | $693K |
| Belpointe Asset Management LLC | 0.03% | New | 24,690 | $693K |
| Westbourne Investments, Inc. | 0.37% | Reduce -8.5% | 24,648 | $691K |
| Sims Investment Management, LLC | 0.28% | No change | 24,525 | $688K |
| Modus Advisors, LLC | 0.20% | Reduce -1.0% | 24,340 | $683K |
| Arista Wealth Management, LLC | 0.09% | No change | 24,042 | $674K |
| Milestones Private Investment Advisors LLC | 0.49% | — | 23,801 | $668K |
| Nautilus Advisors LLC | 0.49% | Add +0.0% | 23,727 | $666K |
| TPG Advisors LLC | 0.48% | Reduce -1.0% | 23,687 | $664K |
| Brown Advisory Inc. | 0.00% | Reduce -5.2% | 23,558 | $661K |
| Cooper/Haims Advisors, LLC | 0.32% | Add +0.9% | 23,363 | $655K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 23,297 | $653K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -21.5% | 22,902 | $642K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 22,676 | $636K |
| Hendershot Investments Inc. | 0.08% | Add +3.2% | 22,653 | $635K |
| Biltmore Family Office, LLC | 0.10% | No change | 22,005 | $617K |
| Wilson & Boucher Capital Management, LLC | 0.43% | Reduce -1.4% | 21,990 | $617K |
| Apella Capital, LLC | 0.02% | No change | 21,685 | $617K |
| Cooksen Wealth, LLC | 0.49% | Add +157.8% | 21,831 | $612K |
| Aspen Investment Management Inc | 0.26% | Reduce -4.4% | 21,825 | $612K |
| Vestment Financial LLC | 0.39% | Reduce -3.0% | 21,519 | $612K |
| RFG Advisory, LLC | 0.01% | Reduce -32.0% | 21,777 | $611K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.6% | 21,727 | $609K |
| Principal Securities, Inc. | 0.01% | Reduce -4.1% | 21,686 | $608K |
| Sanctuary Advisors, LLC | 0.00% | Add +48.4% | 21,629 | $607K |
| Atlantic Union Bankshares Corp | 0.01% | New | 21,304 | $598K |
| LifePlan Financial, LLC | 0.49% | Add +2.3% | 21,228 | $595K |
| Pinkerton Wealth, LLC | 0.07% | Add +0.1% | 21,115 | $592K |
| SeaBridge Investment Advisors LLC | 0.11% | Add +0.1% | 20,922 | $587K |
| Ruggaard & Associates LLC | 0.23% | Reduce -2.9% | 20,819 | $584K |
| Arkos Global Advisors | 0.08% | Add +0.0% | 20,793 | $583K |
| KPP Advisory Services LLC | 0.10% | Add +1.6% | 20,743 | $582K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.2% | 20,742 | $582K |
| Essential Partners LLC | 0.23% | — | 20,721 | $581K |
| Evernest Financial Advisors, LLC | 0.19% | Add +17.4% | 20,681 | $580K |
| Continuum Wealth Advisors, LLC | 0.28% | Reduce -3.9% | 20,571 | $577K |
| Cozad Asset Management Inc. | 0.05% | No change | 20,382 | $572K |
| Creegan & Nassoura Financial Group, LLC | 0.37% | No change | 20,340 | $571K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.9% | 20,077 | $563K |
| Warren Street Wealth Advisors, LLC | 0.19% | Reduce -1.8% | 19,918 | $559K |
| PFG Investments, LLC | 0.03% | Add +28.5% | 19,793 | $555K |
| Vicus Capital | 0.05% | Reduce -1.5% | 19,685 | $552K |
| Resurgent Financial Advisors LLC | 0.30% | Add +15.9% | 19,584 | $549K |
| Pinnacle Financial Partners Inc | 0.01% | Add +41.5% | 19,540 | $548K |
| Stordahl Capital Management, Inc. | 0.12% | Reduce -0.8% | 19,476 | $546K |
| Midwest Trust Co | 0.01% | — | 19,415 | $545K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -17.0% | 19,328 | $542K |
| AlphaCore Capital LLC | 0.02% | Add +47.5% | 19,217 | $539K |
| Parkshore Wealth Management, Inc. | 0.26% | Reduce -6.6% | 19,161 | $537K |
| Smart Portfolios, LLC | 0.53% | Add +4.2% | 18,925 | $531K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 18,687 | $524K |
| Twele Capital Management, Inc. | 0.10% | Add +0.9% | 18,648 | $523K |
| Haverford Trust Co | 0.00% | No change | 18,540 | $520K |
| Asset Planning Services Inc. /La/ | 0.24% | Reduce -1.0% | 18,521 | $520K |
| CWC Advisors, LLC. | 0.27% | Reduce -0.3% | 18,471 | $518K |
| James Investment Research, Inc. | 0.06% | Add +8.8% | 18,467 | $518K |
| Diligent Investors, LLC | 0.12% | No change | 18,411 | $516K |
| TD Private Client Wealth LLC | 0.01% | Reduce -27.9% | 18,182 | $510K |
| Pachira Investments Inc. | 0.38% | Add +0.7% | 18,133 | $509K |
| Chapman Financial Group, LLC | 0.43% | — | 18,100 | $508K |
| Oakwell Private Wealth Management, LLC | 0.12% | No change | 18,063 | $507K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Reduce -26.3% | 18,009 | $505K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 17,962 | $504K |
| MADDEN SECURITIES Corp | 0.17% | Reduce -1.7% | 17,920 | $503K |
| Heartwood Wealth Advisors LLC | 0.05% | New | 17,859 | $501K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.4% | 17,851 | $501K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +21.8% | 17,831 | $500K |
| Quantinno Capital Management LP | 0.00% | Add +124.4% | 17,715 | $497K |
| Mendel Capital Management LLC | 0.28% | Reduce -3.2% | 17,565 | $493K |
| Curtis Advisory Group, LLC | 0.12% | Add +14.1% | 17,544 | $492K |
| Front Row Advisors LLC | 0.17% | Reduce -5.0% | 17,284 | $485K |
| Plancorp, LLC | 0.02% | Add +0.1% | 17,106 | $480K |
| Heritage Trust Co | 0.06% | No change | 17,100 | $480K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 17,037 | $478K |
| Motive Wealth Advisors | 0.22% | No change | 16,986 | $476K |
| Perissos Private Wealth Management, LLC | 0.37% | Add +0.1% | 16,854 | $473K |
| Whelan Financial | 0.17% | Reduce -1.9% | 16,748 | $470K |
| International Private Wealth Advisors LLC | 0.40% | No change | 16,662 | $467K |
| Exchange Traded Concepts, LLC | 0.01% | New | 16,555 | $464K |
| Parsons Capital Management Inc. | 0.03% | Reduce -2.9% | 16,554 | $464K |
| Castle Wealth Management LLC | 0.17% | Reduce -1.4% | 16,485 | $462K |
| Greenwood Gearhart LLC | 0.03% | Reduce -37.6% | 16,396 | $460K |
| Berger Financial Group, Inc | 0.03% | Reduce -6.2% | 16,289 | $457K |
| AE Wealth Management LLC | 0.00% | Add +106.6% | 16,283 | $457K |
| David Wealth Management LLC | 0.34% | Add +44.8% | 16,082 | $451K |
| Spire Wealth Management | 0.02% | Reduce -9.6% | 16,052 | $450K |
| Continuum Advisory, LLC | 0.05% | Add +2113.7% | 16,005 | $449K |
| Private Trust Co. NA | 0.04% | Add +0.3% | 15,976 | $448K |
| Mirador Capital Partners LP | 0.07% | Reduce -0.3% | 15,862 | $445K |
| Aspiriant, LLC | 0.01% | Reduce -68.4% | 15,702 | $440K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -73.1% | 15,561 | $436K |
| Meridian Financial Advisors, LLC | 0.28% | Reduce -26.3% | 15,550 | $436K |
| Millennium Capital Advisors, LLC | 0.28% | Add +0.1% | 15,214 | $427K |
| Park Capital Management, LLC / WI | 0.40% | Reduce -1.4% | 15,213 | $427K |
| Tilia Fiduciary Partners, Inc. | 0.26% | Reduce -0.4% | 15,210 | $427K |
| Leverty Financial Group, LLC | 0.13% | Reduce -70.2% | 15,038 | $422K |
| Bantamac Capital, LLC | 0.15% | No change | 15,000 | $421K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,997 | $421K |
| Liberty Capital Management, Inc. | 0.08% | No change | 14,900 | $418K |
| Continental Investors Services, Inc. | 0.74% | Reduce -0.7% | 14,759 | $414K |
| BIP Wealth, LLC | 0.03% | Reduce -3.5% | 14,681 | $412K |
| NewEdge Wealth, LLC | 0.01% | New | 14,481 | $411K |
| Altus Wealth Group LLC | 0.18% | Reduce -1.7% | 14,648 | $411K |
| Fca Corp. | 0.12% | Reduce -11.6% | 14,546 | $408K |
| MeadowBrook Investment Advisors LLC | 0.37% | Add +4.6% | 14,485 | $406K |
| Hamilton Capital, LLC | 0.02% | Reduce -2.7% | 14,213 | $399K |
| Bank of Montreal | 0.00% | Add +6.5% | 14,194 | $398K |
| Fort Vancouver Investment Management, LLC | 0.27% | New | 14,193 | $398K |
| Aspire Capital Advisors LLC | 0.11% | No change | 13,965 | $392K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -27.9% | 13,927 | $389K |
| M&T Bank Corp | 0.00% | Reduce -9.5% | 13,818 | $388K |
| Appleton Partners Inc. | 0.03% | Add +38.7% | 13,784 | $387K |
| Enclave Advisors LLC | 0.06% | Reduce -1.1% | 13,694 | $384K |
| Raffa Wealth Management, LLC | 0.08% | Add +100.2% | 13,645 | $383K |
| Advyzon Investment Management, LLC | 0.08% | New | 13,581 | $381K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.2% | 13,539 | $380K |
| RBA Wealth Management, LLC | 0.14% | Add +2.7% | 13,528 | $379K |
| Genesee Capital Advisors, LLC | 0.17% | Add +0.4% | 13,506 | $379K |
| MBE Wealth Management, LLC | 0.16% | Reduce -12.2% | 13,231 | $371K |
| Paulson Wealth Management Inc. | 0.10% | Reduce -10.5% | 13,214 | $371K |
| Firestone Capital Management | 0.09% | Add +0.2% | 13,175 | $370K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 13,134 | $368K |
| Falcon Wealth Planning | 0.04% | Add +0.3% | 13,078 | $367K |
| Mitchell Capital Management Co. | 0.07% | Reduce -14.8% | 12,689 | $365K |
| Goldstein Advisors, LLC | 0.05% | Add +1.9% | 13,001 | $365K |
| Harbour Capital Advisors, LLC | 0.08% | No change | 12,735 | $364K |
| Lederer & Associates Investment Counsel | 0.24% | Add +0.0% | 12,874 | $361K |
| NWF Advisory Services Inc. | 0.04% | Add +5.2% | 12,867 | $361K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -37.8% | 12,819 | $360K |
| Berkeley, Inc | 0.13% | Reduce -6.6% | 12,706 | $356K |
| Lawson Kroeker Investment Management Inc. | 0.07% | New | 12,572 | $353K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -87.4% | 12,449 | $349K |
| Selective Wealth Management, Inc. | 0.13% | Reduce -10.1% | 12,077 | $346K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.9% | 12,177 | $342K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +4.1% | 12,170 | $341K |
| Harbour Investment Management LLC | 0.15% | No change | 12,164 | $341K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +26.9% | 12,141 | $341K |
| Tandem Investment Partners LLC | 0.30% | Add +0.1% | 12,109 | $340K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -3.3% | 12,081 | $339K |
| Kiley Juergens Wealth Management, LLC | 0.08% | Add +0.1% | 11,999 | $337K |
| Busey Bank | 0.01% | No change | 11,973 | $336K |
| Country Club Bank | 0.02% | Reduce -20.0% | 12,000 | $335K |
| Guardian Wealth Advisors, LLC | 0.20% | Add +2.7% | 11,943 | $335K |
| Armbruster Capital Management, Inc. | 0.06% | Add +1.1% | 11,920 | $334K |
| Triton Wealth Management, PLLC | 0.14% | — | 11,523 | $333K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Add +0.4% | 11,879 | $333K |
| Raub Brock Capital Management LP | 0.07% | Add +0.4% | 11,865 | $333K |
| Keystone Financial Services, LLC | 0.25% | Add +12.1% | 11,794 | $331K |
| Motco | 0.03% | Add +468.2% | 11,545 | $330K |
| Beam Wealth Advisors, Inc. | 0.10% | New | 11,739 | $329K |
| Prestige Wealth Management Group LLC | 0.07% | Reduce -7.3% | 11,737 | $329K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 11,735 | $329K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.0% | 11,687 | $328K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | Add +4.8% | 11,399 | $327K |
| XY Planning Network, Inc. | 0.11% | Add +10.2% | 11,664 | $327K |
| Praetorian Wealth Management, Inc. | 0.07% | Add +4.8% | 11,605 | $326K |
| Elmwood Wealth Management, Inc. | 0.13% | Add +0.0% | 11,480 | $322K |
| Comerica Bank | 0.00% | Reduce -13.7% | 11,437 | $321K |
| Kaizen Financial Strategies | 0.16% | Add +0.4% | 11,383 | $319K |
| Ancora Advisors LLC | 0.01% | Add +18.1% | 11,343 | $318K |
| Highland Capital Management, LLC | 0.02% | No change | 11,190 | $314K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 11,167 | $313K |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 11,116 | $312K |
| RMG Wealth Management LLC | 0.05% | — | 10,780 | $310K |
| American Financial Advisors, LLC | 0.04% | Add +0.7% | 10,929 | $307K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.1% | 10,702 | $300K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.5% | 10,637 | $298K |
| Headinvest, LLC | 0.06% | No change | 10,555 | $296K |
| Romano Brothers and Company | 0.04% | New | 10,495 | $294K |
| Optimum Investment Advisors | 0.13% | Reduce -0.2% | 10,484 | $294K |
| Advisor OS, LLC | 0.03% | Reduce -0.5% | 10,261 | $288K |
| Strategic Investment Solutions, Inc. | 0.09% | Reduce -2.9% | 10,248 | $287K |
| Balance Wealth Partners LLC | 0.17% | New | 10,197 | $286K |
| KMT Wealth Management, LLC | 0.17% | No change | 10,179 | $286K |
| Total Wealth Planning, LLC | 0.04% | Reduce -7.6% | 10,143 | $285K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 10,130 | $284K |
| Old Port Advisors | 0.08% | Reduce -0.3% | 10,073 | $283K |
| Calton & Associates, Inc. | 0.05% | New | 10,064 | $282K |
| Colonial Trust Advisors | 0.02% | No change | 9,910 | $278K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -9.8% | 9,810 | $275K |
| Ascension Capital Advisors, Inc. | 0.11% | No change | 9,810 | $275K |
| HUB Investment Partners, LLC | 0.01% | Reduce -3.3% | 9,710 | $272K |
| Everstar Asset Management, LLC | 0.17% | No change | 9,654 | $271K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $271K |
| Donaldson Capital Management, LLC | 0.01% | Add +4.5% | 9,572 | $268K |
| &partners | 0.00% | Reduce -33.3% | 9,562 | $268K |
| Apeiron RIA LLC | 0.07% | Reduce -0.8% | 9,538 | $268K |
| Founders Financial Securities LLC | 0.02% | No change | 9,517 | $267K |
| Old National Bancorp | 0.00% | No change | 9,513 | $267K |
| Albion Financial Group | 0.02% | Reduce -1.3% | 9,492 | $266K |
| Diversified Trust Co. | 0.01% | New | 9,455 | $265K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 9,453 | $265K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 9,282 | $264K |
| Awm Capital, LLC | 0.03% | No change | 9,252 | $260K |
| Sherman Asset Management, Inc. | 0.23% | No change | 9,189 | $258K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,167 | $257K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -44.1% | 9,086 | $255K |
| Pitcairn Co. | 0.02% | No change | 9,071 | $254K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 9,000 | $252K |
| Farnam Financial LLC | 0.22% | No change | 8,880 | $249K |
| Independent Advisor Alliance | 0.01% | Reduce -46.0% | 8,774 | $246K |
| Clarity Capital Advisors, LLC | 0.14% | Add +0.4% | 8,730 | $245K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.0% | 8,706 | $244K |
| Mgo One Seven LLC | 0.01% | No change | 8,663 | $243K |
| Financial Designs Corp | 0.14% | New | 8,430 | $236K |
| Zacks Investment Management | 0.00% | Reduce -0.9% | 8,426 | $236K |
| American Financial & Tax Strategies Inc. | 0.12% | Reduce -2.5% | 8,424 | $236K |
| Mission Creek Capital Partners, Inc. | 0.05% | No change | 11,126 | $234K |
| Two Sigma Securities, LLC | 0.03% | New | 8,247 | $231K |
| Kelleher Financial Advisors | 0.08% | No change | 8,175 | $229K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.4% | 8,157 | $229K |
| Flavin Financial Services, Inc. | 0.22% | Reduce -34.3% | 8,152 | $229K |
| Better Money Decisions, LLC | 0.14% | Add +0.3% | 8,150 | $229K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.1% | 8,106 | $227K |
| Next Capital Management LLC | 0.08% | Add +0.0% | 8,100 | $227K |
| Marietta Investment Partners LLC | 0.05% | Reduce -4.3% | 8,080 | $227K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -14.1% | 8,064 | $226K |
| Investment Planning Advisors, Inc. | 0.08% | New | 8,061 | $226K |
| Avion Wealth | 0.05% | Add +0.0% | 8,043 | $225K |
| Scotia Capital Inc. | 0.00% | Reduce -37.3% | 8,006 | $225K |
| Valtinson Bruner Financial Planning LLC | 0.07% | No change | 7,971 | $224K |
| Family Manage LLC | 0.03% | No change | 7,896 | $221K |
| First National Trust Co | 0.01% | No change | 7,893 | $221K |
| One Day In July LLC | 0.02% | No change | 7,875 | $221K |
| Meriwether Wealth & Planning, LLC | 0.14% | Add +1.4% | 7,846 | $220K |
| Stephens Inc. | 0.00% | Add +0.1% | 7,772 | $218K |
| Heirloom Wealth Management | 0.06% | Reduce -0.0% | 7,748 | $217K |
| Revisor Wealth Management LLC | 0.08% | New | 7,511 | $217K |
| Keybank National Association | 0.00% | No change | 7,722 | $217K |
| LCNB Corp. | 0.08% | No change | 7,680 | $215K |
| Procyon Advisors, LLC | 0.02% | Reduce -0.0% | 7,634 | $214K |
| American Trust | 0.02% | New | 7,594 | $213K |
| Robbins Farley | 0.10% | Add +4.1% | 7,566 | $212K |
| Clayton Financial Group LLC | 0.25% | Reduce -91.5% | 7,554 | $212K |
| Glenmede Investment Management, LP | 0.00% | — | 7,515 | $211K |
| Rockbridge Investment Management, LCC | 0.02% | New | 7,512 | $211K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -4.5% | 7,458 | $209K |
| Charles Schwab Trust Co | 0.02% | New | 7,428 | $208K |
| Shaker Investments LLC | 0.08% | New | 7,390 | $207K |
| Arlington Financial Advisors, LLC | 0.03% | Reduce -8.4% | 7,340 | $206K |
| Evercore Wealth Management, LLC | 0.00% | New | 7,335 | $206K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -9.9% | 7,314 | $205K |
| Essex Bank | 0.05% | New | 7,297 | $205K |
| Total Investment Management Inc. | 0.03% | New | 7,284 | $204K |
| Peterson Wealth Management | 0.12% | New | 7,257 | $204K |
| Unique Wealth, LLC | 0.03% | New | 7,237 | $203K |
| Financial Management Network Inc. | 0.04% | New | 7,047 | $202K |
| Carnegie Investment Counsel | 0.00% | New | 7,212 | $202K |
| Three Magnolias Financial Advisors, LLC | 0.14% | New | 7,203 | $202K |
| Rock Point Advisors, LLC | 0.06% | New | 7,203 | $202K |
| Topsail Wealth Management, LLC | 0.04% | No change | 7,079 | $199K |
| Ballast Advisors LLC | 0.06% | Add +0.0% | 6,709 | $188K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $186K |
| Brown Brothers Harriman & Co. | 0.00% | New | 6,469 | $181K |
| Robinswood Financial LLC | 0.06% | Add +0.1% | 6,391 | $179K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 6,013 | $169K |
| MJT & Associates Financial Advisory Group, Inc. | 0.20% | No change | 5,760 | $162K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $152K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 5,184 | $145K |
| Bank of New Hampshire | 0.04% | No change | 5,115 | $143K |
| Pflug Koory, LLC | 0.07% | Add +5.5% | 5,091 | $143K |
| NWK Group, Inc. | 0.05% | No change | 4,952 | $139K |
| Fairman Group, LLC | 0.11% | Add +0.2% | 4,918 | $138K |
| Key Financial Inc | 0.03% | Add +1.6% | 4,914 | $138K |
| Asset Dedication, LLC | 0.01% | Add +62.3% | 4,689 | $132K |
| SYM FINANCIAL Corp | 0.01% | Add +0.4% | 4,316 | $121K |
| Johnson Financial Group, Inc. | 0.01% | No change | 4,302 | $121K |
| CoreCap Advisors, LLC | 0.00% | Add +6.2% | 4,284 | $120K |
| Signaturefd, LLC | 0.00% | Add +3.8% | 4,247 | $119K |
| Evolution Advisers, Inc. | 0.06% | No change | 4,191 | $117K |
| Bokf, NA | 0.00% | Reduce -14.5% | 4,149 | $116K |
| Brooklyn Investment Group | 0.02% | New | 4,099 | $115K |
| Arax Advisory Partners | 0.01% | Add +351.6% | 1,522 | $115K |
| Contravisory Investment Management, Inc. | 0.02% | Reduce -1.3% | 3,948 | $111K |
| First Community Trust NA | 0.08% | Reduce -8.5% | 3,500 | $98K |
| Capital Analysts, LLC | 0.00% | Reduce -5.0% | 3,492 | $98K |
| Russell Investments Group, Ltd. | 0.00% | Add +37.4% | 3,359 | $94K |
| Operose Advisors LLC | 0.03% | Add +0.4% | 3,280 | $92K |
| Blue Trust, Inc. | 0.00% | Add +12.2% | 3,155 | $88K |
| Traub Capital Management LLC | 0.08% | — | 3,120 | $88K |
| North Capital, Inc. | 0.07% | No change | 3,048 | $85K |
| Arlington Trust Co LLC | 0.02% | No change | 3,000 | $84K |
| Trust Co. of Vermont | 0.00% | No change | 2,991 | $84K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 2,880 | $81K |
| Golden State Wealth Management, LLC | 0.01% | Add +2.7% | 2,743 | $77K |
| Addison Advisors LLC | 0.02% | No change | 2,682 | $75K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 2,640 | $74K |
| Hurley Capital, LLC | 0.05% | Add +0.3% | 2,632 | $74K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $72K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 2,530 | $71K |
| Citigroup Inc. | 0.00% | Reduce -41.8% | 2,484 | $70K |
| Oakworth Capital, Inc. | 0.00% | Add +3.6% | 2,406 | $67K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -19.4% | 2,400 | $67K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $67K |
| Assetmark, Inc. | 0.00% | Reduce -70.7% | 2,263 | $63K |
| Palouse Capital Management, Inc. | 0.04% | Add +1.0% | 2,172 | $61K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -2.5% | 2,154 | $60K |
| Webster Bank, N. A. | 0.01% | New | 2,130 | $60K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 2,124 | $60K |
| Investors Research Corp | 0.01% | No change | 2,109 | $59K |
| Bulwark Capital Corp | 0.05% | — | 2,059 | $58K |
| Millstone Evans Group, LLC | 0.04% | No change | 2,004 | $56K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -72.6% | 1,995 | $56K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -4.6% | 1,921 | $54K |
| Stephens Consulting, LLC | 0.01% | Add +4.4% | 1,898 | $53K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,824 | $51K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,728 | $48K |
| ORG Partners LLC | 0.01% | No change | 1,680 | $48K |
| Finley Financial, LLC | 0.02% | No change | 1,668 | $47K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,650 | $46K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 1,589 | $45K |
| Coston, McIsaac & Partners | 0.01% | Reduce -26.1% | 1,591 | $44K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,560 | $44K |
| Mid-American Wealth Advisory Group, Inc. | 0.02% | New | 1,500 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Add +54.1% | 1,479 | $41K |
| DecisionPoint Financial, LLC | 0.01% | Reduce -81.0% | 1,410 | $40K |
| Roxbury Financial LLC | 0.04% | New | 1,374 | $39K |
| Creative Capital Management Investments LLC | 0.01% | New | 1,337 | $38K |
| UMB Bank, n.a. | 0.00% | No change | 1,323 | $37K |
| Glassman Wealth Services | 0.01% | No change | 1,302 | $37K |
| Providence Capital Advisors, LLC | 0.01% | New | 1,287 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -68.6% | 1,122 | $31K |
| Cordant, Inc. | 0.01% | No change | 1,089 | $31K |
| Lanark Financial, Inc. | 0.00% | Add +44.5% | 1,088 | $30K |
| 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% | Add +0.4% | 991 | $28K |
| Atwood & Palmer Inc. | 0.00% | New | 885 | $25K |
| Elevate Wealth Advisory, Inc. | 0.02% | New | 789 | $22K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 780 | $22K |
| Private Wealth Asset Management, LLC | 0.00% | New | 763 | $21K |
| Tucker Asset Management LLC | 0.01% | No change | 744 | $21K |
| Costello Asset Management, INC | 0.01% | Reduce -16.3% | 738 | $21K |
| CENTRAL TRUST Co | 0.00% | New | 725 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $20K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.3% | 687 | $19K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 651 | $18K |
| National Bank of Canada | 0.00% | No change | 651 | $18K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 638 | $18K |
| Grey Ledge Advisors, LLC | 0.00% | Add +7.2% | 655 | $17K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $17K |
| Angeles Wealth Management, LLC | 0.00% | New | 559 | $16K |
| Promus Capital, LLC | 0.01% | No change | 555 | $16K |
| Accredited Wealth Management, LLC | 0.01% | Add +25000.0% | 502 | $14K |
| JDM Financial Group LLC | 0.01% | No change | 480 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 465 | $13K |
| Dagco, Inc. | 0.00% | No change | 456 | $13K |
| Ameriflex Group, Inc. | 0.01% | Reduce -54.0% | 426 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 396 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 393 | $11K |
| Decker Retirement Planning Inc. | 0.01% | New | 384 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -94.7% | 380 | $11K |
| POM Investment Strategies, LLC | 0.01% | No change | 375 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -12.6% | 369 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 360 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -46.7% | 350 | $10K |
| Ridgewood Investments LLC | 0.00% | No change | 342 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $9K |
| Evolution Wealth Management Inc. | 0.01% | — | 300 | $8K |
| Atticus Wealth Management, LLC | 0.00% | No change | 294 | $8K |
| Archer Investment Corp | 0.00% | Reduce -76.6% | 291 | $8K |
| Colonial Trust Co / SC | 0.00% | Add +11.8% | 285 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 273 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -18.7% | 261 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.4% | 241 | $7K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.5% | 219 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.5% | 217 | $6K |
| Pineridge Advisors LLC | 0.00% | Reduce -56.1% | 216 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $6K |
| Heritage Wealth Advisors | 0.00% | No change | 197 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -4.2% | 205 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 174 | $5K |
| Quaker Wealth Management, LLC | 0.00% | — | 171 | $5K |
| Garde Capital, Inc. | 0.00% | No change | 168 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 161 | $5K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 145 | $4K |
| Cypress Capital Management LLC (WY) | 0.00% | New | 141 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 138 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 126 | $4K |
| Balentine LLC | 0.00% | No change | 114 | $3K |
| Cheviot Value Management, LLC | 0.00% | No change | 108 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 102 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -94.0% | 99 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 87 | $2K |
| GAMMA Investing LLC | 0.00% | New | 73 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $2K |
| Graney & King, LLC | 0.00% | No change | 66 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -97.8% | 60 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -73.1% | 43 | $1K |
| Bessemer Group Inc. | 0.00% | New | 27 | $1K |
| NewSquare Capital LLC | 0.00% | Reduce -99.7% | 34 | $954 |
| TruNorth Capital Management, LLC | 0.00% | New | 14 | $393 |
| TCTC Holdings, LLC | 0.00% | No change | 6 | $168 |
| Abound Wealth Management | 0.00% | No change | 6 | $163 |
| GeoWealth Management, LLC | 0.00% | Add +0.0% | 4 | $124 |
"% 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.