Schwab US Mid Cap ETFSCHMETF
13F holders, Q3 2025 (September 30)944holders −1
62new positions
51sold out
3famous investors
$29.66avg. 13F price*
At the end of Q3 2025, 944 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, down 1 from Q2 2025. 62 opened new positions and 51 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($875.2M) and HighTower Advisors, LLC ($319.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Mid Cap ETF
- CUSIP
- 808524508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $20.6M |
| Exits | 51 | $27.9M |
All 13F filers, Q2 2025 → Q3 2025: 9,060,964 shares bought and 9,942,418 shares sold, net −881,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 944 holders
| Financial Engines Advisors L.L.C. | 3.33% | Reduce -2.6% | 58,809,142 | $1.7B |
| Creative Planning | 0.67% | Reduce -0.3% | 29,528,019 | $875.2M |
| HighTower Advisors, LLC | 0.36% | Add +1.9% | 10,782,575 | $319.6M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +2.0% | 10,473,140 | $310.4M |
| Moneta Group Investment Advisors LLC | 2.36% | Add +5.9% | 10,021,294 | $297.0M |
| Advisory Alpha, LLC | 7.45% | Add +6.8% | 8,942,309 | $267.4M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -1.1% | 5,733,253 | $170.6M |
| Cerity Partners LLC | 0.26% | Reduce -9.4% | 5,436,349 | $161.1M |
| Legacy Wealth Management, LLC | 7.34% | Add +0.6% | 4,204,735 | $124.6M |
| JMG Financial Group, Ltd. | 2.73% | Reduce -1.9% | 3,237,135 | $95.9M |
| Fragasso Financial Advisors Inc | 5.49% | Add +0.7% | 2,928,064 | $88.0M |
| Morgan Stanley | 0.00% | Add +46.7% | 2,601,063 | $77.1M |
| Jones Financial Companies LLLP | 0.05% | Add +11.3% | 2,530,509 | $74.9M |
| Mariner, LLC | 0.08% | Add +1.4% | 2,165,452 | $64.2M |
| Prime Capital Investment Advisors, LLC | 0.73% | Reduce -4.8% | 1,968,099 | $58.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +2708.3% | 1,924,641 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.2% | 1,868,576 | $55.4M |
| Waverly Advisors, LLC | 0.52% | Reduce -1.7% | 1,749,682 | $51.9M |
| Summit Financial Strategies, Inc. | 4.38% | Reduce -5.0% | 1,723,095 | $51.1M |
| LPL Financial LLC | 0.01% | Add +0.0% | 1,634,659 | $48.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.4% | 1,474,016 | $43.7M |
| Advocacy Wealth Management, LLC | 1.90% | Reduce -1.1% | 1,472,938 | $43.7M |
| Beacon Pointe Advisors, LLC | 0.36% | Reduce -11.5% | 1,423,977 | $42.2M |
| Exencial Wealth Advisors, LLC | 1.35% | Add +8.3% | 1,396,482 | $41.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.1% | 1,360,063 | $40.3M |
| Captrust Financial Advisors | 0.08% | Add +1.6% | 1,358,564 | $40.3M |
| Summit Asset Management, LLC | 5.65% | Reduce -0.4% | 1,239,829 | $36.7M |
| BLB&B Advisors, LLC | 1.58% | Reduce -0.8% | 1,238,595 | $36.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -26.9% | 1,153,744 | $34.2M |
| Mokosak Advisory Group, LLC | 8.50% | Add +1.5% | 1,096,069 | $32.5M |
| Cetera Investment Advisers | 0.04% | Add +87.5% | 1,050,987 | $31.2M |
| Gemmer Asset Management LLC | 2.37% | Reduce -29.5% | 993,325 | $29.4M |
| Sage Financial Group Inc. | 1.94% | Add +1.2% | 961,762 | $28.5M |
| UBS Group AG | 0.01% | Add +0.8% | 954,255 | $28.3M |
| Dynamic Advisor Solutions LLC | 0.80% | Reduce -2.9% | 932,529 | $27.6M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 880,376 | $26.1M |
| High Note Wealth, LLC | 5.20% | Add +3.0% | 874,234 | $25.9M |
| Curi Capital, LLC | 0.47% | Reduce -4.9% | 871,007 | $25.8M |
| Chicago Partners Investment Group LLC | 0.67% | Add +10.0% | 858,778 | $25.7M |
| Northeast Financial Group, Inc. | 6.27% | Add +0.7% | 850,051 | $25.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -1.4% | 836,304 | $24.8M |
| IFP Advisors, Inc | 0.60% | Reduce -0.2% | 782,813 | $23.2M |
| RKL Wealth Management LLC | 1.92% | Reduce -8.4% | 761,764 | $22.6M |
| Modera Wealth Management, LLC | 0.26% | Reduce -5.3% | 750,944 | $22.3M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -5.0% | 743,962 | $22.1M |
| Corient Private Wealth LP | 0.03% | Add +14.4% | 733,670 | $21.7M |
| Koshinski Asset Management, Inc. | 1.50% | Add +2.8% | 710,849 | $21.1M |
| Compass Advisory Group LLC | 5.89% | Add +3.9% | 707,937 | $21.0M |
| Seneca Financial Advisors LLC | 6.74% | Add +16.8% | 696,167 | $20.6M |
| Lutz Financial Services LLC | 1.45% | Reduce -2.0% | 674,981 | $20.0M |
| Noble Family Wealth, LLC | 4.40% | Reduce -0.6% | 672,921 | $19.9M |
| Berkshire Asset Management LLC | 0.84% | Add +2.2% | 669,359 | $19.8M |
| Focus Partners Wealth | 0.03% | Add +5.2% | 642,184 | $19.0M |
| Essex LLC | 3.42% | Add +1.6% | 637,611 | $18.9M |
| Salem Investment Counselors Inc. | 0.54% | Add +1.0% | 634,553 | $18.8M |
| Bleakley Financial Group, LLC | 0.43% | Add +1.6% | 631,265 | $18.7M |
| Plante Moran Financial Advisors, LLC | 1.17% | Add +0.8% | 631,026 | $18.7M |
| Johnson Investment Counsel Inc. | 0.15% | Add +1.9% | 622,871 | $18.5M |
| Bangor Savings Bank | 1.53% | Reduce -0.9% | 619,752 | $18.4M |
| Denver PWM, LLC | 5.69% | Add +0.0% | 651,013 | $18.3M |
| Marshall Financial Group Inc. | 4.97% | Reduce -2.2% | 610,211 | $18.1M |
| Osaic Holdings, Inc. | 0.02% | Add +67.3% | 587,221 | $17.4M |
| FAS Wealth Partners, Inc. | 1.14% | Add +1.4% | 567,539 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 562,767 | $16.7M |
| First National Corp. /Ma/ | 3.10% | Reduce -1.1% | 548,491 | $16.3M |
| Asset Management Group, Inc. | 2.65% | Add +0.4% | 545,503 | $16.2M |
| MAI Capital Management | 0.10% | Add +0.8% | 538,272 | $16.0M |
| Benjamin Edwards Inc. | 0.18% | Add +7.4% | 534,188 | $15.8M |
| Sherwood Financial Partners, LLC | 13.37% | Reduce -0.6% | 517,031 | $15.3M |
| Triangle Securities Wealth Management | 3.47% | Reduce -0.3% | 516,968 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.6% | 512,014 | $15.2M |
| Horizon Financial Services, LLC | 7.10% | Add +6.3% | 501,838 | $14.9M |
| Pittenger & Anderson Inc. | 0.54% | Reduce -0.1% | 498,803 | $14.8M |
| HHM Wealth Advisors, LLC | 1.71% | Reduce -0.2% | 498,440 | $14.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.2% | 494,825 | $14.7M |
| Savant Capital, LLC | 0.09% | Add +0.6% | 489,341 | $14.5M |
| Curbstone Financial Management Corp | 2.77% | Reduce -1.4% | 486,619 | $14.4M |
| Harbor Group, Inc. | 2.26% | Reduce -0.2% | 478,779 | $14.2M |
| Trinity Legacy Partners, LLC | 3.25% | Add +1.5% | 477,408 | $14.1M |
| Womack Financial LLC | 10.48% | Add +5.3% | 466,008 | $13.8M |
| Courage Miller Partners, LLC | 4.11% | Add +0.2% | 463,145 | $13.7M |
| Spinnaker Investment Group, LLC | 2.53% | Add +10.3% | 454,127 | $13.5M |
| Clearwater Capital Advisors, LLC | 1.14% | Add +1.6% | 450,132 | $13.3M |
| IMA Advisory Services, Inc. | 1.34% | Add +0.3% | 447,269 | $13.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.55% | Reduce -1.1% | 441,180 | $13.1M |
| Clear Creek Financial Management, LLC | 1.13% | Add +17.1% | 438,306 | $13.0M |
| Focus Financial Network, Inc. | 0.46% | Reduce -2.3% | 435,431 | $12.9M |
| White & Co Financial Planning Inc | 9.65% | Reduce -0.2% | 432,570 | $12.8M |
| Lodestar Private Asset Management LLC | 1.28% | Add +6.4% | 414,709 | $12.3M |
| Fifth Third Securities, Inc. | 0.83% | Add +1.0% | 412,116 | $12.2M |
| St. Johns Investment Management Company, LLC | 5.08% | Add +3.4% | 403,521 | $12.0M |
| Pacific Sage Partners, LLC | 1.98% | Reduce -22.6% | 397,956 | $11.8M |
| Fortis Capital Management LLC | 1.65% | Add +8.1% | 394,341 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.7% | 389,060 | $11.5M |
| Peak Financial Management, Inc. | 3.04% | Add +0.8% | 387,714 | $11.5M |
| MML Investors Services, LLC | 0.03% | Add +0.1% | 387,241 | $11.5M |
| Alliance Wealth Management Group | 2.55% | Reduce -0.6% | 386,252 | $11.4M |
| Towercrest Capital Management | 1.84% | Reduce -0.6% | 386,252 | $11.4M |
| DAVENPORT & Co LLC | 0.06% | Reduce -6.3% | 382,525 | $11.3M |
| Valley National Advisers Inc. | 1.75% | Reduce -1.8% | 381,039 | $11.3M |
| Brand Asset Management Group, Inc. | 3.18% | Add +38.4% | 380,793 | $11.3M |
| LexAurum Advisors, LLC | 1.61% | Add +5.1% | 380,620 | $11.3M |
| Farther Finance Advisors, LLC | 0.17% | Add +1.0% | 380,357 | $11.3M |
| Bush Investment Group, LLC | 6.62% | Add +4.3% | 377,021 | $11.2M |
| ProVise Management Group, LLC | 0.81% | Reduce -6.5% | 371,421 | $11.0M |
| HBK Sorce Advisory LLC | 0.27% | Reduce -6.8% | 367,102 | $10.9M |
| Omega Financial Group, LLC | 3.67% | Reduce -0.9% | 368,522 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.1% | 364,002 | $10.8M |
| North Star Asset Management Inc. | 0.44% | Reduce -0.1% | 362,557 | $10.7M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Reduce -1.9% | 356,122 | $10.7M |
| Nadler Financial Group, Inc. | 1.01% | Reduce -0.7% | 359,117 | $10.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 2.04% | Reduce -65.1% | 357,923 | $10.6M |
| Tiller Private Wealth, Inc. | 3.77% | Reduce -0.3% | 357,563 | $10.6M |
| Leavell Investment Management, Inc. | 0.45% | Reduce -3.4% | 357,136 | $10.6M |
| Clearstead Advisors, LLC | 0.15% | Reduce -0.6% | 353,683 | $10.5M |
| Christensen, King & Associates Investment Services, Inc. | 4.50% | Add +0.4% | 353,420 | $10.5M |
| Wealthspire Advisors, LLC | 0.05% | Add +0.5% | 349,674 | $10.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.66% | Reduce -0.4% | 349,311 | $10.4M |
| Kavar Capital Partners Group, LLC | 1.36% | Add +9.9% | 344,233 | $10.2M |
| Sightline Wealth Advisors, LLC | 4.59% | Reduce -0.6% | 342,986 | $10.2M |
| Milestone Investment Advisors LLC | 2.50% | Reduce -0.8% | 339,866 | $10.1M |
| Larson Financial Group LLC | 0.35% | Reduce -4.6% | 338,857 | $10.0M |
| Money Concepts Capital Corp. | 0.62% | Add +2.7% | 337,622 | $10.0M |
| Lincoln Capital Corp. | 3.59% | Reduce -0.1% | 336,868 | $10.0M |
| Avior Wealth Management, LLC | 0.32% | Add +0.3% | 335,519 | $9.9M |
| Missouri Trust & Investment Co | 2.88% | Add +5.6% | 328,815 | $9.7M |
| Lee Financial Co | 1.22% | Reduce -0.7% | 328,212 | $9.7M |
| HB Wealth Management, LLC | 0.07% | Add +0.1% | 326,203 | $9.7M |
| AQR Capital Management | 0.01% | Add +5.5% | 324,955 | $9.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +274.6% | 324,116 | $9.6M |
| Gradient Capital Advisors, LLC | 2.55% | Reduce -2.5% | 321,516 | $9.5M |
| Lido Advisors, LLC | 0.04% | Add +1086.5% | 319,647 | $9.5M |
| Allworth Financial LP | 0.04% | Reduce -2.1% | 318,796 | $9.4M |
| Truist Financial Corp. | 0.01% | Add +1.3% | 318,748 | $9.4M |
| Main Street Financial Solutions, LLC | 0.58% | Add +3.5% | 307,070 | $9.1M |
| Bernard Wealth Management Corp. | 3.77% | Add +0.7% | 304,715 | $9.0M |
| Patriot Investment Management Group, Inc. | 0.59% | Reduce -2.5% | 303,670 | $9.0M |
| Arbor Trust Wealth Advisors, LLC | 3.96% | Reduce -13.4% | 296,455 | $8.8M |
| Visionary Wealth Advisors | 0.41% | Add +0.5% | 294,747 | $8.7M |
| Trust Point Inc. | 0.69% | Reduce -1.9% | 287,723 | $8.5M |
| Whittier Trust Co. | 0.10% | Add +4.1% | 282,595 | $8.5M |
| Valley Forge Investment Consultants Inc. Adv | 2.47% | Add +2.9% | 284,720 | $8.4M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +1.1% | 282,287 | $8.4M |
| Black Diamond Financial, LLC | 0.92% | Add +3.1% | 276,897 | $8.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.95% | Reduce -1.7% | 271,841 | $8.1M |
| Meridian Wealth Partners, LLC | 1.08% | Reduce -2.6% | 265,513 | $7.9M |
| Schaeffer Financial LLC | 7.07% | Add +8.1% | 262,984 | $7.8M |
| Sunbelt Securities, Inc. | 0.54% | Add +6.3% | 262,523 | $7.8M |
| Cary Street Partners Financial LLC | 0.20% | Reduce -3.6% | 256,888 | $7.6M |
| Pps&v Asset Management Consultants, Inc. | 4.38% | Add +1.3% | 255,809 | $7.6M |
| American Money Management, LLC | 1.26% | Reduce -0.1% | 255,595 | $7.6M |
| Brown Wealth Management, LLC | 2.07% | Add +0.2% | 248,877 | $7.4M |
| Baird Financial Group, Inc. | 0.01% | Add +1.2% | 247,619 | $7.3M |
| Jacobi Capital Management LLC | 0.44% | Reduce -3.1% | 244,032 | $7.2M |
| James J. Burns & Company, LLC | 1.07% | Add +2.5% | 243,100 | $7.2M |
| Blue Square Asset Management, LLC | 3.09% | Add +0.5% | 239,082 | $7.1M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -2.5% | 238,525 | $7.1M |
| Cresset Asset Management, LLC | 0.03% | Reduce -4.3% | 236,489 | $7.0M |
| Peterson Wealth Advisors, LLC | 1.04% | Reduce -0.8% | 234,485 | $7.0M |
| White Pine Investment CO | 1.60% | Add +2.2% | 226,887 | $6.7M |
| Broadleaf Partners, LLC | 1.39% | Reduce -2.4% | 225,077 | $6.7M |
| Family Legacy Financial Solutions, LLC | 5.10% | Add +17.2% | 224,899 | $6.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.45% | Reduce -14.7% | 223,016 | $6.6M |
| Gill Capital Partners, LLC | 1.99% | Add +0.9% | 219,946 | $6.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.66% | Reduce -3.5% | 219,522 | $6.5M |
| Manchester Financial Inc. | 1.29% | Reduce -44.1% | 217,848 | $6.5M |
| Kohmann Bosshard Financial Services, LLC | 0.66% | Reduce -4.8% | 214,879 | $6.4M |
| BlackRock, Inc. | 0.00% | Add +1805.8% | 211,847 | $6.3M |
| Merit Financial Group, LLC | 0.06% | Reduce -1.6% | 211,014 | $6.3M |
| NorthCoast Asset Management LLC | 0.02% | Add +139.3% | 205,542 | $6.1M |
| Brookstone Capital Management | 0.07% | Add +2.4% | 205,371 | $6.1M |
| Anchor Investment Management, LLC | 0.50% | Add +1.8% | 204,874 | $6.1M |
| Reston Wealth Management LLC | 1.94% | Add +10.7% | 202,489 | $6.0M |
| Silver Oak Securities, Incorporated | 0.45% | Add +7.0% | 201,590 | $6.0M |
| DHJJ Financial Advisors, Ltd. | 2.01% | Add +1.6% | 200,375 | $5.9M |
| New York Life Investment Management LLC | 0.05% | Reduce -17.7% | 195,761 | $5.8M |
| Cathy Pareto & Associates, Inc. | 4.30% | Add +7.6% | 192,430 | $5.7M |
| Newton One Investments LLC | 1.69% | Add +0.4% | 192,120 | $5.7M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -1.0% | 191,370 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -32.0% | 186,969 | $5.5M |
| Texas Yale Capital Corp. | 0.17% | Add +3.7% | 184,139 | $5.5M |
| Cwm, LLC | 0.02% | Reduce -14.4% | 178,513 | $5.3M |
| OneAscent Financial Services LLC | 0.35% | Add +3.3% | 175,992 | $5.2M |
| Gleason Group, Inc. | 0.52% | Reduce -2.8% | 175,533 | $5.2M |
| Blue Barn Wealth, LLC | 2.28% | Add +1.9% | 175,346 | $5.2M |
| Powers Advisory Group, LLC | 2.06% | Add +3.2% | 174,693 | $5.2M |
| AdvisorNet Financial, Inc | 0.29% | Add +40.7% | 173,883 | $5.2M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 171,206 | $5.1M |
| Madden Advisory Services, Inc. | 2.10% | Add +8.6% | 169,060 | $5.0M |
| Mengis Capital Management, Inc. | 0.98% | Add +1.9% | 168,011 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -22.3% | 165,616 | $4.9M |
| McCarthy Asset Management, Inc. | 3.10% | Add +1.4% | 162,912 | $4.8M |
| Birchbrook, Inc. | 2.50% | Reduce -1.8% | 162,841 | $4.8M |
| Hilltop Wealth Advisors, LLC | 2.46% | Add +1.3% | 159,202 | $4.7M |
| Moneywise, Inc. | 2.12% | Reduce -1.6% | 158,034 | $4.7M |
| Game Plan Financial Advisors, LLC | 2.08% | Reduce -0.1% | 153,667 | $4.6M |
| Family Investment Center, Inc. | 0.93% | Reduce -4.5% | 151,477 | $4.5M |
| Newman Dignan & Sheerar, Inc. | 0.96% | Reduce -3.5% | 149,815 | $4.4M |
| Lathrop Investment Management Co. | 0.81% | Reduce -0.7% | 148,404 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.7% | 148,056 | $4.4M |
| Steele Capital Management, Inc. | 0.19% | No change | 147,879 | $4.4M |
| Independent Solutions Wealth Management, LLC | 0.77% | Add +1.8% | 146,374 | $4.3M |
| Creekside Partners | 1.91% | Add +2.7% | 146,357 | $4.3M |
| Code Waechter LLC | 2.82% | Reduce -2.2% | 145,381 | $4.3M |
| Diversify Wealth Management, LLC | 0.25% | Reduce -1.1% | 145,509 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -9.7% | 144,057 | $4.3M |
| Columbus Macro, LLC | 0.48% | Reduce -1.7% | 142,009 | $4.2M |
| Valpey Financial Services, LLC | 2.75% | Reduce -0.3% | 141,937 | $4.2M |
| Alpha Omega Wealth Management LLC | 0.70% | Reduce -1.8% | 141,841 | $4.2M |
| Betterment LLC | 0.01% | Reduce -23.4% | 140,691 | $4.2M |
| Blue Bell Private Wealth Management, LLC | 0.63% | Add +0.2% | 139,632 | $4.1M |
| Arcataur Capital Management LLC | 1.21% | Reduce -2.3% | 138,318 | $4.1M |
| Sage Financial Management Group, Inc. | 1.30% | Reduce -0.5% | 137,383 | $4.1M |
| St. Louis Trust Co | 0.50% | Add +9.9% | 134,829 | $4.0M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -2.1% | 133,972 | $4.0M |
| Richardson Capital Management LLC | 1.88% | Reduce -75.4% | 133,096 | $3.9M |
| Balanced Wealth Group LLC | 1.70% | Add +0.3% | 136,880 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 129,600 | $3.8M |
| Modern Wealth Management, LLC | 0.08% | New | 129,157 | $3.8M |
| Citizens Financial Group Inc. | 0.05% | Reduce -4.8% | 128,952 | $3.8M |
| FMR LLC | 0.00% | Add +21.0% | 128,749 | $3.8M |
| Apollon Financial, LLC | 0.64% | No change | 128,388 | $3.8M |
| Acorn Wealth Advisors, LLC | 1.19% | Reduce -3.5% | 128,099 | $3.8M |
| Debussy Capital Management LP | 0.54% | Add +0.8% | 127,820 | $3.8M |
| Envision Financial LLC | 2.16% | Reduce -2.1% | 126,986 | $3.8M |
| WESCAP Management Group, Inc. | 0.79% | Reduce -2.3% | 126,966 | $3.8M |
| Lowe Brockenbrough & Co. Inc. | 0.19% | Reduce -11.4% | 126,679 | $3.8M |
| Everhart Financial Group, Inc. | 0.38% | Reduce -0.7% | 126,651 | $3.8M |
| Roundview Capital LLC | 0.24% | Reduce -7.0% | 126,504 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Add +8.7% | 125,760 | $3.7M |
| Beacon Bridge Wealth Partners, LLC | 1.30% | Add +1.9% | 123,675 | $3.7M |
| Nicollet Investment Management, Inc. | 1.19% | Add +0.8% | 123,092 | $3.6M |
| Councilor Wealth, LLC | 1.67% | Reduce -20.7% | 121,566 | $3.6M |
| Capital Planning LLC | 1.04% | Add +0.7% | 120,114 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -0.1% | 119,249 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Add +108.4% | 118,327 | $3.5M |
| Liberty Square Wealth Partners LLC | 1.07% | Reduce -30.2% | 117,102 | $3.5M |
| IHT Wealth Management, LLC | 0.09% | Reduce -0.1% | 116,842 | $3.5M |
| NorthRock Partners, LLC | 0.06% | Add +93.8% | 115,542 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -5.0% | 114,557 | $3.4M |
| Paradigm, Strategies in Wealth Management, LLC | 2.13% | Reduce -4.5% | 112,246 | $3.3M |
| Valmark Advisers, Inc. | 0.04% | Add +3.1% | 111,816 | $3.3M |
| Murphy & Mullick Capital Management Corp | 2.46% | Reduce -1.5% | 111,659 | $3.3M |
| Bristlecone Advisors, LLC | 0.27% | Reduce -0.4% | 109,703 | $3.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.9% | 108,530 | $3.2M |
| HC Advisors, LLC | 2.26% | Add +6.4% | 108,397 | $3.2M |
| Revolve Wealth Partners, LLC | 0.38% | Reduce -0.2% | 107,906 | $3.2M |
| Element Wealth, LLC | 1.39% | Reduce -3.8% | 107,287 | $3.2M |
| Prentice Wealth Management LLC | 0.78% | Add +6.3% | 107,122 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.24% | Reduce -1.5% | 107,075 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.17% | Reduce -3.9% | 106,767 | $3.2M |
| United Advisor Group, LLC | 0.42% | Add +16.8% | 105,976 | $3.1M |
| Wealth Group Ltd | 0.73% | Reduce -1.4% | 105,734 | $3.1M |
| Franklin Resources Inc. | 0.00% | Add +2.7% | 105,460 | $3.1M |
| WealthShield Partners, LLC | 0.35% | Reduce -0.8% | 103,179 | $3.1M |
| McAdam, LLC | 0.15% | Add +1.0% | 103,019 | $3.1M |
| Cambridge Financial Group, LLC | 0.98% | Add +3.3% | 102,827 | $3.0M |
| Wescott Financial Advisory Group, LLC | 0.27% | Reduce -4.9% | 102,820 | $3.0M |
| Blankinship & Foster, LLC | 0.66% | Reduce -0.2% | 101,723 | $3.0M |
| John Boyer, Inc. | 2.99% | — | 101,022 | $3.0M |
| Orcam Financial Group | 2.42% | Add +0.1% | 100,966 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +11.6% | 100,440 | $3.0M |
| Colorado Capital Management, Inc. | 1.15% | Reduce -1.5% | 100,223 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 99,291 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.1% | 99,054 | $2.9M |
| RFG Advisory, LLC | 0.06% | Add +350.4% | 98,081 | $2.9M |
| Fort Point Capital Partners LLC | 0.36% | Add +5.5% | 95,753 | $2.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -1.1% | 95,537 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.9% | 95,276 | $2.8M |
| Zhang Financial LLC | 0.11% | Add +0.1% | 95,025 | $2.8M |
| River Wealth Advisors LLC | 0.33% | Add +5.1% | 94,502 | $2.8M |
| Composition Wealth, LLC | 0.04% | Reduce -19.0% | 93,324 | $2.8M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -1.4% | 92,893 | $2.8M |
| Compass Financial Group, INC | 0.41% | Add +3.3% | 92,829 | $2.8M |
| Destination Wealth Management | 0.08% | Add +3.9% | 92,146 | $2.7M |
| SeaCrest Wealth Management, LLC | 0.29% | Add +0.3% | 90,535 | $2.7M |
| Mather Group, Llc. | 0.03% | Reduce -0.1% | 91,104 | $2.7M |
| LifeSteps Financial, Inc. | 1.73% | Reduce -0.8% | 90,871 | $2.7M |
| Tradition Wealth Management, LLC | 0.20% | Reduce -0.7% | 90,828 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Add +0.0% | 90,629 | $2.7M |
| Leisure Capital Management | 0.91% | Reduce -0.4% | 89,817 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +4.1% | 89,737 | $2.7M |
| Boltwood Capital Management | 0.70% | Add +4.7% | 88,764 | $2.6M |
| Juncture Wealth Strategies, LLC | 0.88% | Reduce -9.2% | 88,494 | $2.6M |
| Burkett Financial Services, LLC | 0.90% | Reduce -1.0% | 88,353 | $2.6M |
| Waterfront Wealth Inc. | 0.53% | Add +1.1% | 88,114 | $2.6M |
| Values Added Financial LLC | 1.15% | Add +2.4% | 87,526 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -1.2% | 85,094 | $2.5M |
| Ulland Investment Advisors, LLC | 1.91% | Reduce -0.9% | 84,974 | $2.5M |
| PFG Advisors | 0.10% | New | 84,718 | $2.5M |
| Bensler, LLC | 0.26% | Reduce -7.4% | 84,549 | $2.5M |
| Vantage Financial Partners, LLC | 0.53% | Reduce -4.0% | 84,519 | $2.5M |
| Planwiser Financial, LLC | 1.99% | Add +0.4% | 84,941 | $2.5M |
| Centerpoint Advisors, LLC | 0.77% | No change | 84,000 | $2.5M |
| Affinity Capital Advisors, LLC | 0.38% | Reduce -8.1% | 82,294 | $2.5M |
| Athena Investment Management | 1.28% | Add +1.2% | 82,913 | $2.5M |
| Marquette Asset Management, LLC | 0.37% | Reduce -0.0% | 81,970 | $2.4M |
| CRA Financial Services, LLC | 0.33% | Reduce -0.6% | 81,871 | $2.4M |
| Panoramic Investment Advisors, LLC | 1.36% | Add +27.1% | 81,403 | $2.4M |
| May Hill Capital, LLC | 0.71% | Reduce -4.4% | 81,390 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.3% | 81,234 | $2.4M |
| Choreo, LLC | 0.03% | Reduce -25.5% | 79,980 | $2.4M |
| Strategic Financial Planning, Inc. | 1.34% | Reduce -1.7% | 78,294 | $2.3M |
| Red Door Wealth Management, LLC | 0.25% | Reduce -4.6% | 78,152 | $2.3M |
| MBA Advisors LLC | 0.98% | Reduce -1.3% | 77,355 | $2.3M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.1% | 77,001 | $2.3M |
| Providence First Trust Co | 0.78% | Add +5.0% | 75,736 | $2.2M |
| Arrowroot Family Office, LLC | 0.89% | Reduce -0.8% | 74,947 | $2.2M |
| SWS Partners | 0.54% | Reduce -1.1% | 74,449 | $2.2M |
| Joseph P. Lucia & Associates, LLC | 0.83% | Reduce -0.8% | 74,426 | $2.2M |
| WBH Advisory Inc. | 0.17% | Reduce -1.9% | 73,718 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +3.4% | 72,531 | $2.1M |
| Krilogy Financial LLC | 0.08% | Add +2.9% | 72,904 | $2.1M |
| CX Institutional | 0.06% | Reduce -41.0% | 71,770 | $2.1M |
| Aspen Grove Capital, LLC | 0.36% | Add +0.1% | 71,294 | $2.1M |
| Asset Advisors Investment Management, LLC | 0.20% | Reduce -6.8% | 71,160 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +29.3% | 70,272 | $2.1M |
| Sunburst Financial Group, LLC | 0.43% | Reduce -1.5% | 69,412 | $2.1M |
| WJ Financial Advisors LLC | 1.99% | — | 69,148 | $2.0M |
| Sheets Smith Wealth Management | 0.23% | Add +0.1% | 68,811 | $2.0M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.1% | 67,297 | $2.0M |
| Columbia River Financial Group, LLC | 1.22% | Reduce -12.8% | 66,935 | $2.0M |
| Stokes Family Office, LLC | 0.19% | No change | 66,966 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -0.5% | 66,954 | $2.0M |
| Madison Park Capital Advisors, LLC | 1.63% | Add +1.7% | 66,903 | $2.0M |
| Ameritas Advisory Services, LLC | 0.13% | Add +157.0% | 66,534 | $2.0M |
| John W. Brooker & Co., CPAs | 4.00% | Reduce -1.5% | 66,412 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +11.5% | 66,108 | $2.0M |
| Ironwood Financial, llc | 0.35% | Reduce -2.5% | 65,809 | $2.0M |
| MCF Advisors LLC | 0.12% | Reduce -1.3% | 64,656 | $1.9M |
| KCM Investment Advisors LLC | 0.06% | No change | 63,459 | $1.9M |
| Econ Financial Services Corp | 0.91% | Reduce -2.1% | 61,872 | $1.8M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -6.3% | 61,821 | $1.8M |
| Venture Visionary Partners LLC | 0.06% | Reduce -0.1% | 61,635 | $1.8M |
| Vision Capital Management, Inc. | 0.22% | Reduce -5.9% | 61,242 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | Reduce -1.8% | 61,182 | $1.8M |
| Collective Family Office LLC | 0.43% | Reduce -0.4% | 60,599 | $1.8M |
| Opal Wealth Advisors, LLC | 0.50% | Add +2.1% | 60,461 | $1.8M |
| Madison Wealth Partners, Inc | 0.35% | Reduce -4.8% | 60,434 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Add +11.4% | 60,161 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -2.4% | 60,068 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -0.5% | 60,001 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.7% | 59,938 | $1.8M |
| Capital Squared Financial LLC | 1.54% | Add +2.4% | 59,761 | $1.8M |
| Csenge Advisory Group | 0.08% | Add +11.1% | 59,589 | $1.8M |
| Fagan Associates, Inc. | 0.24% | Reduce -1.4% | 59,534 | $1.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.86% | Reduce -6.2% | 59,473 | $1.8M |
| Cahill Financial Advisors Inc. | 0.20% | Reduce -1.3% | 59,064 | $1.8M |
| Koesten, Hirschmann & Crabtree, INC. | 0.83% | No change | 58,449 | $1.7M |
| NBZ Investment Advisors LLC | 0.91% | Add +0.3% | 58,374 | $1.7M |
| Smith, Moore & Co. | 0.13% | Reduce -0.5% | 57,830 | $1.7M |
| Cambridge Advisors Inc. | 0.33% | Reduce -0.4% | 57,671 | $1.7M |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -0.4% | 57,114 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.0% | 56,457 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.1% | 56,237 | $1.7M |
| Cornerstone Wealth Group, LLC | 0.11% | Reduce -3.5% | 56,170 | $1.7M |
| CVA Family Office, LLC | 0.21% | Add +0.8% | 56,102 | $1.7M |
| Embree Financial Group | 0.22% | Reduce -3.4% | 55,952 | $1.7M |
| Thrive Wealth Management, LLC | 0.25% | Reduce -24.1% | 55,856 | $1.7M |
| BCS Wealth Management | 0.37% | Reduce -24.9% | 55,684 | $1.7M |
| N.E.W. Advisory Services LLC | 0.15% | Add +2669.3% | 55,247 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.58% | Add +9.6% | 54,945 | $1.6M |
| Phillips Financial Management, LLC | 0.11% | Reduce -3.2% | 54,701 | $1.6M |
| Winthrop Capital Management, LLC | 0.39% | Reduce -17.1% | 54,629 | $1.6M |
| Chandler Asset Management, Inc. | 0.26% | Add +0.4% | 54,347 | $1.6M |
| Bfsg, LLC | 0.16% | Add +0.4% | 54,201 | $1.6M |
| Voisard Asset Management Group, Inc. | 0.37% | Reduce -32.3% | 54,011 | $1.6M |
| Novare Capital Management LLC | 0.12% | Reduce -6.0% | 53,965 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -46.9% | 53,738 | $1.6M |
| Oldfather Financial Services, LLC | 0.50% | Add +0.4% | 53,678 | $1.6M |
| Seek First Inc. | 1.14% | Add +0.4% | 53,563 | $1.6M |
| ETF Store, Inc. | 1.67% | Add +4.9% | 53,198 | $1.6M |
| LTG Capital LLC | 1.23% | Add +0.2% | 52,578 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Reduce -3.3% | 52,422 | $1.6M |
| Kelman-Lazarov, Inc. | 0.23% | Add +2.2% | 51,813 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -43.8% | 51,779 | $1.5M |
| Integrated Capital Management, LLC | 0.67% | Add +0.4% | 50,728 | $1.5M |
| Warner Financial, Inc. | 0.57% | Add +0.6% | 51,556 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -2.1% | 51,339 | $1.5M |
| Arkansas Financial Group, Inc. | 0.22% | Reduce -7.0% | 50,821 | $1.5M |
| Long Island Wealth Management, Inc. | 0.73% | Add +1.6% | 50,295 | $1.5M |
| Dakota Wealth Management | 0.03% | Reduce -1.0% | 50,128 | $1.5M |
| Cynosure Group, LLC | 0.16% | Add +69.7% | 50,054 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -80.0% | 50,000 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 49,691 | $1.5M |
| Northwest Capital Management Inc | 1.54% | Reduce -41.2% | 49,277 | $1.5M |
| Legacy Bridge, LLC | 0.59% | Add +1.8% | 47,846 | $1.4M |
| Keyvantage Wealth, LLC | 0.59% | Reduce -0.7% | 47,220 | $1.4M |
| 1900 Wealth Management LLC | 0.09% | Add +1.6% | 46,973 | $1.4M |
| S.A. Mason LLC | 0.61% | Add +1.1% | 46,817 | $1.4M |
| Capital Advantage, Inc. | 0.21% | Reduce -2.2% | 46,620 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.16% | Add +0.5% | 46,319 | $1.4M |
| SCS Capital Management LLC | 0.01% | Reduce -0.7% | 46,143 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +85.8% | 45,867 | $1.4M |
| Altfest L J & Co. Inc. | 0.15% | Add +0.7% | 45,004 | $1.3M |
| Ifrah Financial Services, Inc. | 0.34% | Reduce -2.9% | 44,805 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Reduce -5.2% | 44,628 | $1.3M |
| Consolidated Portfolio Review Corp | 0.17% | Reduce -0.9% | 44,558 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.4% | 44,382 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +73.9% | 43,443 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.7% | 43,279 | $1.3M |
| FIDELIS iM, LLC | 0.80% | Reduce -55.5% | 16,720 | $1.3M |
| Whipplewood Advisors, LLC | 0.84% | Reduce -2.6% | 43,208 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -19.5% | 43,158 | $1.3M |
| One Capital Management, LLC | 0.04% | Reduce -5.3% | 42,633 | $1.3M |
| North Forty Two & Co. | 1.22% | Add +1.3% | 42,206 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | No change | 42,068 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.1% | 41,660 | $1.2M |
| Parallel Advisors, LLC | 0.02% | Add +5.9% | 41,492 | $1.2M |
| Ieq Capital, LLC | 0.00% | Reduce -13.8% | 41,241 | $1.2M |
| Sigma Investment Counselors Inc. | 0.06% | Reduce -0.7% | 41,178 | $1.2M |
| ARK & TLK Investments, LLC | 0.39% | No change | 41,000 | $1.2M |
| WP Advisors, LLC | 0.31% | Add +0.4% | 40,996 | $1.2M |
| FF Advisors,LLC | 0.57% | No change | 40,450 | $1.2M |
| First Pacific Financial | 0.17% | Reduce -0.6% | 40,356 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | No change | 40,032 | $1.2M |
| Clear Investment Research, LLC | 1.59% | Reduce -0.2% | 39,947 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -0.1% | 39,657 | $1.2M |
| Smithbridge Asset Management Inc. | 0.17% | Reduce -14.2% | 39,648 | $1.2M |
| Single Point Partners, LLC | 0.24% | Add +0.1% | 39,521 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.8% | 39,509 | $1.2M |
| Blair William & Co. | 0.00% | Add +1.3% | 39,466 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.5% | 39,447 | $1.2M |
| Stevens Capital Partners | 0.35% | Add +55.0% | 39,415 | $1.2M |
| IAG Wealth Partners, LLC | 0.14% | Reduce -1.0% | 39,289 | $1.2M |
| Sawgrass Asset Management LLC | 0.14% | Add +0.2% | 38,984 | $1.2M |
| Bouchey Financial Group, Ltd. | 0.09% | Add +1.0% | 38,980 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.18% | Add +4.8% | 38,515 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Add +31.8% | 38,634 | $1.1M |
| Condor Capital Management | 0.09% | Reduce -1.0% | 38,539 | $1.1M |
| K2 Financial Inc. | 0.91% | Add +15.1% | 38,599 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Reduce -4.8% | 38,260 | $1.1M |
| Stonebridge Financial Group, LLC | 0.10% | No change | 38,117 | $1.1M |
| Naples Global Advisors, LLC | 0.09% | Reduce -2.9% | 38,097 | $1.1M |
| Sculati Wealth Management, LLC | 0.40% | Reduce -1.4% | 37,954 | $1.1M |
| Northern Capital Management, Inc. | 0.60% | Reduce -81.9% | 37,573 | $1.1M |
| Wisconsin Capital Management LLC | 0.57% | No change | 37,500 | $1.1M |
| Orca Investment Management, LLC | 0.91% | Reduce -0.9% | 37,464 | $1.1M |
| Great Waters Wealth Management | 0.13% | Add +0.4% | 36,994 | $1.1M |
| Holderness Investments Co. | 0.22% | Reduce -3.6% | 36,934 | $1.1M |
| RMR Wealth Builders | 0.09% | Reduce -3.5% | 36,922 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +4.1% | 36,439 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +34.6% | 36,406 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +1.5% | 36,353 | $1.1M |
| Squire Investment Management Company, LLC | 0.35% | Add +9.4% | 36,276 | $1.1M |
| Elevation Wealth Partners, LLC | 0.39% | Add +0.1% | 36,081 | $1.1M |
| Crescent Sterling, Ltd. | 1.12% | Reduce -1.1% | 36,070 | $1.1M |
| Commerce Bank | 0.01% | Reduce -0.3% | 35,945 | $1.1M |
| SOL Capital Management CO | 0.09% | Reduce -1.4% | 35,319 | $1.0M |
| Adamsbrown Wealth Consultants LLC | 0.29% | Reduce -3.6% | 35,267 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +98.8% | 35,220 | $1.0M |
| Chesapeake Wealth Management | 0.32% | Add +0.1% | 35,126 | $1.0M |
| Tenret Co LLC | 0.54% | No change | 35,041 | $1.0M |
| Grantvest Financial Group LLC | 0.72% | Reduce -2.2% | 34,972 | $1.0M |
| Goepper Burkhardt LLC | 0.35% | Reduce -8.4% | 34,681 | $1.0M |
| AMG National Trust Bank | 0.03% | No change | 34,650 | $1.0M |
| WFA of San Diego, LLC | 0.70% | Reduce -2.4% | 34,547 | $1.0M |
| Princeton Global Asset Management LLC | 0.17% | Add +2.5% | 34,455 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.0% | 34,397 | $1.0M |
| Wilkins Miller Wealth Management, LLC | 0.63% | Add +5.9% | 34,325 | $1.0M |
| Rialto Wealth Management, LLC | 0.26% | Reduce -3.9% | 34,255 | $1.0M |
| Fiduciary Trust Co | 0.01% | No change | 34,200 | $1.0M |
| Vise Technologies, Inc. | 0.04% | Reduce -61.5% | 34,127 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.21% | Reduce -7.1% | 33,950 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.42% | Reduce -3.2% | 33,932 | $1.0M |
| Cascade Financial Partners, LLC | 0.11% | Add +4.2% | 33,768 | $1.0M |
| Lowery Thomas, LLC | 0.57% | Add +4.4% | 33,186 | $984K |
| Pacific Sun Financial Corp | 0.48% | Reduce -1.2% | 33,176 | $983K |
| Ironwood Wealth Management, LLC. | 0.33% | Reduce -9.8% | 32,860 | $974K |
| Five Pine Wealth Management | 0.66% | Reduce -1.2% | 32,752 | $971K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +1.5% | 32,388 | $959K |
| Smartleaf Asset Management LLC | 0.06% | Add +130.2% | 32,057 | $950K |
| Mutual Advisors, LLC | 0.02% | Add +1.6% | 31,639 | $946K |
| Hilltop Partners LLC | 0.28% | Reduce -3.7% | 31,706 | $940K |
| Bigelow Investment Advisors, LLC | 0.38% | Reduce -4.4% | 31,396 | $931K |
| Clear Point Advisors Inc. | 0.72% | Reduce -0.7% | 31,275 | $927K |
| Fortitude Advisory Group L.L.C. | 0.50% | Reduce -1.6% | 31,140 | $923K |
| Bogart Wealth, LLC | 0.04% | Reduce -69.6% | 31,070 | $921K |
| EWG Elevate Inc. | 0.29% | Reduce -1.2% | 31,004 | $919K |
| Bank of New York Mellon Corp | 0.00% | Add +6.2% | 30,956 | $918K |
| Sigma Planning Corp | 0.03% | Reduce -3.0% | 30,779 | $912K |
| Wedmont Private Capital | 0.03% | Add +0.9% | 30,528 | $908K |
| Nwam LLC | 0.05% | Add +3.6% | 30,404 | $907K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -47.7% | 30,378 | $900K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -22.7% | 30,328 | $899K |
| Seven Springs Wealth Group, LLC | 0.22% | No change | 30,012 | $890K |
| Brighton Jones LLC | 0.02% | Reduce -2.2% | 30,009 | $889K |
| Parkside Financial Bank & Trust | 0.07% | No change | 30,000 | $889K |
| Carolina Wealth Advisors, LLC | 0.38% | Reduce -79.3% | 29,780 | $883K |
| Okabena Investment Services Inc. | 0.17% | No change | 29,712 | $881K |
| National Wealth Management Group, LLC | 0.33% | Add +3.6% | 29,118 | $863K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +8.0% | 29,003 | $860K |
| West Paces Advisors Inc. | 0.17% | Reduce -1.0% | 28,852 | $855K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +8.3% | 28,841 | $855K |
| NBT Bank, N.A. | 0.06% | Reduce -40.1% | 17,196 | $851K |
| CAP Partners, LLC | 0.48% | Add +0.1% | 28,645 | $849K |
| Pennsylvania Capital Management Inc. | 0.25% | Reduce -8.1% | 28,625 | $848K |
| Payne Capital LLC | 0.85% | — | 28,384 | $841K |
| Bcwm, LLC | 0.25% | Reduce -4.2% | 27,993 | $830K |
| Midwest Capital Advisors, LLC | 0.40% | Add +0.4% | 27,827 | $825K |
| BlueChip Wealth Advisors LLC | 0.35% | Reduce -0.7% | 27,807 | $824K |
| Strategic Equity Management | 0.30% | Reduce -3.6% | 27,527 | $816K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -5.2% | 27,526 | $816K |
| Diversify Advisory Services, LLC | 0.03% | Add +1.8% | 27,372 | $807K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.3% | 27,166 | $805K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.6% | 27,118 | $804K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -11.1% | 27,099 | $803K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.3% | 26,706 | $792K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -12.3% | 26,633 | $789K |
| Red Mountain Financial, LLC | 0.80% | Reduce -0.9% | 26,566 | $787K |
| Contravisory Investment Management, Inc. | 0.15% | Add +570.5% | 26,472 | $785K |
| Sachetta, LLC | 0.29% | Reduce -5.7% | 26,452 | $784K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 26,442 | $784K |
| Townsend Asset Management Corp. /NC/ | 0.28% | Add +0.0% | 26,289 | $779K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -0.7% | 26,287 | $779K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.3% | 25,869 | $767K |
| Pegasus Asset Management, Inc. | 0.24% | No change | 25,750 | $763K |
| Fortis Capital Advisors, LLC | 0.12% | Add +3.9% | 25,654 | $760K |
| SIMA Wealth Partners, LLC | 0.58% | Reduce -0.5% | 25,578 | $758K |
| Bridges Investment Management Inc. | 0.01% | New | 25,252 | $748K |
| Planning Alternatives Ltd. | 0.10% | Reduce -0.7% | 25,132 | $745K |
| Joule Financial, LLC | 0.22% | Add +0.8% | 25,090 | $744K |
| Arista Wealth Management, LLC | 0.09% | Add +4.2% | 25,040 | $742K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +38.6% | 24,895 | $738K |
| Evermay Wealth Management LLC | 0.08% | Reduce -0.1% | 24,883 | $738K |
| Brookwood Investment Group LLC | 0.09% | New | 24,799 | $735K |
| Eley Financial Management, Inc | 0.26% | Reduce -3.5% | 24,785 | $735K |
| Arkadios Wealth Advisors | 0.02% | New | 24,541 | $727K |
| Sims Investment Management, LLC | 0.26% | Reduce -1.2% | 24,225 | $718K |
| Modus Advisors, LLC | 0.19% | Reduce -1.2% | 24,044 | $713K |
| Westbourne Investments, Inc. | 0.34% | Reduce -3.0% | 23,898 | $712K |
| Milestones Private Investment Advisors LLC | 0.48% | Reduce -0.2% | 23,756 | $704K |
| Nautilus Advisors LLC | 0.47% | Add +0.0% | 23,729 | $703K |
| JBR Co Financial Management Inc | 0.30% | Reduce -6.0% | 23,695 | $702K |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 23,560 | $698K |
| Caprock Group, LLC | 0.02% | — | 23,660 | $697K |
| Cooper/Haims Advisors, LLC | 0.32% | Add +0.1% | 23,375 | $693K |
| Rice Partnership, LLC | 0.10% | New | 23,292 | $690K |
| Financial Consulate, Inc. | 0.10% | New | 23,212 | $688K |
| QRG Capital Management, Inc. | 0.01% | New | 23,193 | $687K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.4% | 22,805 | $676K |
| Greenleaf Trust | 0.01% | Reduce -35.5% | 22,593 | $670K |
| Hendershot Investments Inc. | 0.08% | Reduce -0.4% | 22,559 | $669K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 22,522 | $668K |
| D.B. Root & Company, LLC | 0.17% | Reduce -61.4% | 22,417 | $664K |
| Synovus Financial Corp. | 0.01% | Reduce -2.2% | 22,185 | $658K |
| Biltmore Family Office, LLC | 0.09% | No change | 22,005 | $652K |
| Wilson & Boucher Capital Management, LLC | 0.43% | No change | 21,990 | $652K |
| Harfst & Associates, Inc. | 0.12% | Reduce -12.5% | 21,854 | $648K |
| Aspen Investment Management Inc | 0.25% | Reduce -0.2% | 21,789 | $646K |
| Cooksen Wealth, LLC | 0.48% | Reduce -0.6% | 21,711 | $644K |
| Apella Capital, LLC | 0.01% | No change | 21,685 | $639K |
| James Investment Research, Inc. | 0.07% | Add +15.6% | 21,345 | $633K |
| TPG Advisors LLC | 0.41% | Reduce -10.7% | 21,163 | $627K |
| Pinkerton Wealth, LLC | 0.07% | Add +0.1% | 21,140 | $627K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -56.4% | 21,114 | $626K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -3.4% | 20,984 | $622K |
| SageView Advisory Group, LLC | 0.02% | Reduce -13.7% | 20,903 | $620K |
| LifePlan Financial, LLC | 0.49% | Reduce -1.9% | 20,828 | $617K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.7% | 20,820 | $617K |
| Arkos Global Advisors | 0.08% | Add +0.0% | 20,799 | $616K |
| Evernest Financial Advisors, LLC | 0.17% | Add +0.4% | 20,756 | $615K |
| KPP Advisory Services LLC | 0.09% | Reduce -0.1% | 20,723 | $614K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.3% | 20,690 | $613K |
| Ruggaard & Associates LLC | 0.23% | Reduce -1.5% | 20,511 | $608K |
| Aspiriant, LLC | 0.02% | Add +30.4% | 20,475 | $607K |
| Cozad Asset Management Inc. | 0.05% | No change | 20,382 | $604K |
| Tranquility Partners, LLC | 0.20% | New | 20,379 | $604K |
| Continuum Wealth Advisors, LLC | 0.26% | Reduce -1.0% | 20,371 | $604K |
| Creegan & Nassoura Financial Group, LLC | 0.39% | No change | 20,340 | $603K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +13.4% | 20,255 | $600K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +57.8% | 20,226 | $600K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -41.4% | 19,955 | $592K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +14353.6% | 19,946 | $591K |
| Watershed Private Wealth LLC | 0.19% | Reduce -24.3% | 19,844 | $588K |
| PFG Investments, LLC | 0.03% | Add +0.0% | 19,796 | $587K |
| Millennium Management | 0.00% | Reduce -23.2% | 19,780 | $586K |
| Vicus Capital | 0.04% | Add +0.4% | 19,761 | $586K |
| Vestment Financial LLC | 0.33% | Reduce -9.9% | 19,389 | $580K |
| Stordahl Capital Management, Inc. | 0.12% | No change | 19,476 | $577K |
| Diligent Investors, LLC | 0.15% | Add +5.4% | 19,411 | $575K |
| Principal Securities, Inc. | 0.01% | Reduce -10.8% | 19,355 | $574K |
| Asset Planning Services Inc. /La/ | 0.24% | Add +4.4% | 19,331 | $573K |
| Midwest Trust Co | 0.01% | Reduce -0.6% | 19,304 | $572K |
| AlphaCore Capital LLC | 0.02% | Add +0.0% | 19,218 | $570K |
| Parkshore Wealth Management, Inc. | 0.23% | Add +0.1% | 19,170 | $568K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -10.1% | 19,148 | $568K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -2.5% | 18,840 | $558K |
| Smart Portfolios, LLC | 0.54% | Reduce -0.5% | 18,835 | $558K |
| Haverford Trust Co | 0.01% | Add +0.7% | 18,663 | $553K |
| AE Wealth Management LLC | 0.00% | Add +14.4% | 18,624 | $552K |
| Twele Capital Management, Inc. | 0.10% | Reduce -0.2% | 18,613 | $552K |
| CWC Advisors, LLC. | 0.27% | No change | 18,471 | $547K |
| Pachira Investments Inc. | 0.30% | Add +0.4% | 18,210 | $540K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.8% | 18,173 | $539K |
| Oakwell Private Wealth Management, LLC | 0.11% | No change | 18,063 | $535K |
| Essential Partners LLC | 0.17% | Reduce -14.3% | 17,764 | $527K |
| Hershey Financial Advisers, LLC | 0.45% | New | 17,655 | $523K |
| Donaldson Capital Management, LLC | 0.02% | Add +84.1% | 17,622 | $522K |
| Mendel Capital Management LLC | 0.27% | Add +0.0% | 17,571 | $521K |
| MADDEN SECURITIES Corp | 0.16% | Reduce -3.1% | 17,357 | $514K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.9% | 17,341 | $514K |
| TD Private Client Wealth LLC | 0.01% | Reduce -5.0% | 17,273 | $512K |
| Heritage Trust Co | 0.05% | No change | 17,100 | $507K |
| Motive Wealth Advisors | 0.22% | No change | 16,986 | $503K |
| Perissos Private Wealth Management, LLC | 0.36% | Add +0.1% | 16,873 | $500K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -6.1% | 16,742 | $496K |
| Chapman Financial Group, LLC | 0.34% | Reduce -7.5% | 16,735 | $496K |
| Front Row Advisors LLC | 0.17% | Reduce -3.5% | 16,684 | $495K |
| International Private Wealth Advisors LLC | 0.31% | No change | 16,662 | $494K |
| Castle Wealth Management LLC | 0.17% | No change | 16,485 | $489K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.5% | 16,419 | $487K |
| Resurgent Financial Advisors LLC | 0.24% | Reduce -16.2% | 16,412 | $486K |
| Williams Financial, LLC | 0.50% | New | 16,328 | $484K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -9.7% | 16,264 | $482K |
| Spire Wealth Management | 0.02% | Add +0.2% | 16,091 | $477K |
| Mirador Capital Partners LP | 0.07% | Add +0.3% | 15,909 | $472K |
| Greenwood Gearhart LLC | 0.03% | Reduce -3.2% | 15,876 | $471K |
| Continuum Advisory, LLC | 0.05% | Reduce -1.1% | 15,823 | $469K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.9% | 15,818 | $469K |
| Private Trust Co. NA | 0.04% | Reduce -1.8% | 15,690 | $465K |
| Park Capital Management, LLC / WI | 0.36% | Add +1.0% | 15,366 | $455K |
| Parsons Capital Management Inc. | 0.03% | Reduce -7.2% | 15,357 | $455K |
| Flavin Financial Services, Inc. | 0.32% | Add +87.0% | 15,243 | $452K |
| Millennium Capital Advisors, LLC | 0.27% | Reduce -0.2% | 15,184 | $450K |
| Plancorp, LLC | 0.01% | Reduce -11.9% | 15,070 | $447K |
| Bantamac Capital, LLC | 0.34% | No change | 15,000 | $445K |
| Whelan Financial | 0.14% | Reduce -10.6% | 14,973 | $444K |
| Liberty Capital Management, Inc. | 0.08% | No change | 14,900 | $442K |
| Continental Investors Services, Inc. | 0.64% | Reduce -0.7% | 14,650 | $432K |
| Leverty Financial Group, LLC | 0.11% | Reduce -4.6% | 14,350 | $425K |
| Signal Advisors Wealth, LLC | 0.04% | Add +15.2% | 14,343 | $425K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1285.8% | 14,260 | $423K |
| Fort Vancouver Investment Management, LLC | 0.23% | No change | 14,193 | $421K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,997 | $421K |
| Meridian Financial Advisors, LLC | 0.24% | Reduce -9.0% | 14,153 | $419K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -19.5% | 14,120 | $419K |
| MeadowBrook Investment Advisors LLC | 0.36% | Reduce -2.7% | 14,090 | $418K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.4% | 14,136 | $416K |
| Aspire Capital Advisors LLC | 0.10% | No change | 13,965 | $414K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 13,857 | $411K |
| M&T Bank Corp | 0.00% | No change | 13,818 | $410K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.4% | 13,703 | $406K |
| Enclave Advisors LLC | 0.06% | Add +0.1% | 13,702 | $406K |
| Balance Wealth Partners LLC | 0.10% | Add +34.0% | 13,668 | $405K |
| RBA Wealth Management, LLC | 0.14% | Reduce -0.3% | 13,491 | $400K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -1.9% | 13,285 | $394K |
| MBE Wealth Management, LLC | 0.17% | No change | 13,231 | $392K |
| Firestone Capital Management | 0.08% | Add +0.3% | 13,212 | $392K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 13,134 | $389K |
| Altus Wealth Group LLC | 0.16% | Reduce -10.4% | 13,128 | $389K |
| Falcon Wealth Planning | 0.04% | Add +0.3% | 13,120 | $389K |
| Tilia Fiduciary Partners, Inc. | 0.22% | Reduce -13.9% | 13,094 | $388K |
| Goldstein Advisors, LLC | 0.05% | Add +0.3% | 13,043 | $387K |
| Mitchell Capital Management Co. | 0.07% | Add +1.4% | 12,871 | $381K |
| NWF Advisory Services Inc. | 0.04% | Add +0.0% | 12,870 | $381K |
| Lawson Kroeker Investment Management Inc. | 0.07% | Add +0.4% | 12,625 | $374K |
| Berkeley, Inc | 0.12% | Reduce -1.1% | 12,572 | $373K |
| Scotia Capital Inc. | 0.00% | Add +56.1% | 12,496 | $370K |
| Citadel Advisors | 0.00% | Reduce -76.7% | 12,451 | $369K |
| Eaton Financial Holdings Company, LLC | 0.10% | New | 12,423 | $368K |
| Guardian Wealth Advisors, LLC | 0.21% | Add +2.5% | 12,247 | $363K |
| Calton & Associates, Inc. | 0.05% | Add +21.3% | 12,204 | $362K |
| Harbour Investment Management LLC | 0.16% | No change | 12,164 | $361K |
| Tandem Investment Partners LLC | 0.30% | Add +0.4% | 12,159 | $360K |
| Selective Wealth Management, Inc. | 0.12% | Add +0.3% | 12,108 | $360K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | Add +5.3% | 12,000 | $356K |
| Country Club Bank | 0.02% | No change | 12,000 | $355K |
| Busey Bank | 0.01% | No change | 11,973 | $355K |
| Raub Brock Capital Management LP | 0.08% | Add +0.4% | 11,915 | $353K |
| Armbruster Capital Management, Inc. | 0.06% | Reduce -0.6% | 11,845 | $351K |
| Keystone Financial Services, LLC | 0.25% | Add +0.2% | 11,818 | $350K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Reduce -0.6% | 11,810 | $350K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -10.9% | 11,769 | $349K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 11,735 | $348K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 11,737 | $348K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.1% | 11,693 | $347K |
| Motco | 0.03% | Add +0.9% | 11,650 | $345K |
| Global Wealth Strategies & Associates | 0.09% | Add +437.0% | 11,567 | $343K |
| Praetorian Wealth Management, Inc. | 0.07% | Reduce -0.7% | 11,525 | $342K |
| Elmwood Wealth Management, Inc. | 0.12% | No change | 11,480 | $340K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -6.2% | 11,420 | $339K |
| Comerica Bank | 0.00% | Reduce -0.2% | 11,414 | $338K |
| Kiley Juergens Wealth Management, LLC | 0.07% | Reduce -4.9% | 11,411 | $338K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -16.8% | 11,301 | $335K |
| Kaizen Financial Strategies | 0.15% | Add +0.4% | 11,431 | $332K |
| Highland Capital Management, LLC | 0.02% | No change | 11,190 | $332K |
| Triton Wealth Management, PLLC | 0.13% | Reduce -2.7% | 11,214 | $331K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.0% | 11,170 | $331K |
| XY Planning Network, Inc. | 0.11% | No change | 11,664 | $327K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.4% | 11,004 | $326K |
| American Financial Advisors, LLC | 0.04% | Reduce -0.1% | 10,923 | $324K |
| SLT Holdings LLC | 0.22% | New | 10,835 | $321K |
| RMG Wealth Management LLC | 0.05% | No change | 10,780 | $320K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.8% | 10,557 | $319K |
| American Trust | 0.03% | Add +41.3% | 10,731 | $318K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.9% | 10,725 | $318K |
| Optimum Investment Advisors | 0.13% | Add +2.1% | 10,706 | $317K |
| VestGen Advisors, LLC | 0.01% | New | 10,706 | $317K |
| Romano Brothers and Company | 0.04% | Add +0.9% | 10,588 | $314K |
| Beam Wealth Advisors, Inc. | 0.09% | Reduce -9.9% | 10,573 | $313K |
| SeaBridge Investment Advisors LLC | 0.05% | Reduce -50.4% | 10,380 | $308K |
| Advisor OS, LLC | 0.03% | Add +0.5% | 10,307 | $305K |
| KMT Wealth Management, LLC | 0.16% | No change | 10,179 | $302K |
| Colonial Trust Advisors | 0.02% | No change | 9,910 | $294K |
| Old Port Advisors | 0.07% | Reduce -2.0% | 9,869 | $293K |
| Ascension Capital Advisors, Inc. | 0.11% | No change | 9,810 | $291K |
| Strategic Investment Solutions, Inc. | 0.08% | Reduce -4.6% | 9,780 | $290K |
| HUB Investment Partners, LLC | 0.01% | Add +0.6% | 9,770 | $290K |
| Everstar Asset Management, LLC | 0.16% | No change | 9,654 | $286K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $286K |
| Jim Saulnier & Associates, LLC | 0.16% | New | 9,623 | $285K |
| Ancora Advisors LLC | 0.01% | Reduce -15.3% | 9,606 | $285K |
| Old National Bancorp | 0.00% | No change | 9,513 | $282K |
| Diversified Trust Co. | 0.01% | Add +0.3% | 9,481 | $281K |
| Apeiron RIA LLC | 0.06% | No change | 9,538 | $281K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 9,464 | $281K |
| Fca Corp. | 0.08% | Reduce -35.1% | 9,439 | $280K |
| Breakthru Advisory Services, LLC | 0.18% | New | 9,436 | $280K |
| Visionary Horizons, LLC | 0.16% | New | 9,419 | $279K |
| Headinvest, LLC | 0.06% | Reduce -11.0% | 9,390 | $278K |
| Zacks Investment Management | 0.00% | Add +11.4% | 9,384 | $278K |
| Tiaa Trust, National Association | 0.00% | New | 9,350 | $277K |
| Wetzel Investment Advisors, Inc. | 0.12% | New | 9,331 | $277K |
| Albion Financial Group | 0.02% | Reduce -1.9% | 9,307 | $276K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 9,282 | $275K |
| FSA Advisors, Inc. | 0.22% | New | 9,271 | $275K |
| Awm Capital, LLC | 0.02% | Add +0.1% | 9,258 | $274K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,243 | $274K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,167 | $272K |
| Total Wealth Planning, LLC | 0.03% | Reduce -10.2% | 9,106 | $270K |
| Centaurus Financial, Inc. | 0.01% | Reduce -15.3% | 9,059 | $269K |
| SouthState Bank Corp | 0.01% | Reduce -73.6% | 9,030 | $268K |
| BIP Wealth, LLC | 0.01% | Reduce -38.5% | 9,029 | $268K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 9,000 | $267K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.1% | 8,984 | $266K |
| &partners | 0.00% | Reduce -6.9% | 8,906 | $264K |
| Farnam Financial LLC | 0.20% | Add +0.0% | 8,881 | $263K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 8,821 | $261K |
| Sherman Asset Management, Inc. | 0.22% | Reduce -4.4% | 8,784 | $260K |
| Clarity Capital Advisors, LLC | 0.14% | Add +0.4% | 8,767 | $260K |
| Goldstone Financial Group, LLC | 0.03% | New | 8,732 | $259K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -48.9% | 8,715 | $258K |
| Mgo One Seven LLC | 0.01% | No change | 8,663 | $257K |
| Clayton Financial Group LLC | 0.18% | Add +12.3% | 8,485 | $252K |
| Independent Advisor Alliance | 0.01% | Reduce -4.4% | 8,386 | $249K |
| Genesee Capital Advisors, LLC | 0.11% | Reduce -38.1% | 8,357 | $248K |
| Independent Financial Group, LLC | 0.01% | New | 8,350 | $247K |
| Mission Creek Capital Partners, Inc. | 0.05% | No change | 11,126 | $247K |
| Providence Financial Advisors, LLC | 0.24% | — | 8,318 | $247K |
| Harbor Investment Advisory, LLC | 0.02% | Add +11.3% | 8,303 | $246K |
| Portus Wealth Advisors, LLC | 0.24% | — | 8,235 | $244K |
| Meriwether Wealth & Planning, LLC | 0.14% | Add +5.0% | 8,235 | $244K |
| Kelleher Financial Advisors | 0.06% | No change | 8,175 | $242K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.0% | 8,105 | $240K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.0% | 8,100 | $240K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 8,064 | $239K |
| American Financial & Tax Strategies Inc. | 0.12% | Reduce -4.6% | 8,038 | $238K |
| Avion Wealth | 0.05% | Add +0.0% | 8,044 | $238K |
| Valtinson Bruner Financial Planning LLC | 0.07% | No change | 7,971 | $236K |
| Appleton Partners Inc. | 0.02% | Reduce -42.1% | 7,977 | $236K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -21.5% | 7,955 | $236K |
| Keybank National Association | 0.00% | Add +2.8% | 7,940 | $235K |
| Family Manage LLC | 0.03% | No change | 7,896 | $234K |
| First National Trust Co | 0.01% | No change | 7,893 | $234K |
| One Day In July LLC | 0.02% | No change | 7,875 | $233K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.6% | 7,864 | $233K |
| Heirloom Wealth Management | 0.06% | No change | 7,748 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -21.4% | 7,710 | $229K |
| Stephens Inc. | 0.00% | Reduce -1.1% | 7,686 | $228K |
| LCNB Corp. | 0.08% | No change | 7,680 | $228K |
| Procyon Advisors, LLC | 0.01% | No change | 7,634 | $226K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 7,512 | $223K |
| Osprey Private Wealth LLC | 0.08% | New | 7,503 | $222K |
| Carnegie Investment Counsel | 0.00% | Add +3.5% | 7,468 | $221K |
| Marietta Investment Partners LLC | 0.04% | Reduce -7.7% | 7,456 | $221K |
| Barnett & Company, Inc. | 0.17% | New | 7,456 | $221K |
| Charles Schwab Trust Co | 0.01% | No change | 7,428 | $220K |
| Evercore Wealth Management, LLC | 0.00% | No change | 7,335 | $217K |
| Peterson Wealth Management | 0.15% | Add +0.4% | 7,288 | $216K |
| Arlington Financial Advisors, LLC | 0.03% | Reduce -0.8% | 7,280 | $216K |
| Forum Financial Management, LP | 0.00% | New | 7,276 | $216K |
| Robbins Farley | 0.09% | Reduce -3.9% | 7,275 | $216K |
| Unique Wealth, LLC | 0.03% | No change | 7,237 | $215K |
| Three Magnolias Financial Advisors, LLC | 0.13% | No change | 7,203 | $213K |
| Human Investing LLC | 0.03% | New | 7,189 | $213K |
| Financial Management Network Inc. | 0.04% | Add +0.4% | 7,077 | $213K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 7,164 | $212K |
| Optima Capital LLC | 0.10% | New | 7,104 | $211K |
| Rock Point Advisors, LLC | 0.06% | Reduce -1.5% | 7,093 | $210K |
| Topsail Wealth Management, LLC | 0.04% | No change | 7,079 | $210K |
| Alpha Cubed Investments, LLC | 0.01% | New | 7,029 | $208K |
| HT Partners LLC | 0.06% | New | 7,005 | $208K |
| Hengehold Capital Management LLC | 0.02% | New | 6,974 | $207K |
| Aull & Monroe Investment Management Corp | 0.11% | New | 6,938 | $206K |
| Capital Insight Partners, LLC | 0.03% | New | 6,935 | $206K |
| Wealthgarden F.S. LLC | 0.15% | New | 6,873 | $205K |
| Neuberger Berman Group LLC | 0.00% | New | 6,900 | $205K |
| Capital Investment Counsel, LLC | 0.03% | New | 6,861 | $203K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 6,843 | $203K |
| Glaxis Capital Management, LLC | 0.34% | New | 6,834 | $203K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -6.7% | 6,822 | $202K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 6,787 | $201K |
| Canvas Wealth Advisors, LLC | 0.04% | New | 6,693 | $201K |
| Joel Isaacson & Co., LLC | 0.01% | New | 6,763 | $200K |
| Ballast Advisors LLC | 0.05% | No change | 6,709 | $199K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $197K |
| Robinswood Financial LLC | 0.06% | Add +0.1% | 6,396 | $190K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 6,039 | $179K |
| Groupe la Francaise | 0.00% | New | 6,930 | $175K |
| Manning & Napier Advisors LLC | 0.00% | New | 5,880 | $174K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $161K |
| Bank of New Hampshire | 0.03% | No change | 5,115 | $152K |
| Pflug Koory, LLC | 0.07% | Add +0.3% | 5,108 | $151K |
| Asset Dedication, LLC | 0.01% | Add +6.0% | 4,971 | $147K |
| NWK Group, Inc. | 0.05% | No change | 4,952 | $147K |
| Key Financial Inc | 0.03% | No change | 4,914 | $146K |
| Fairman Group, LLC | 0.12% | Add +0.2% | 4,927 | $146K |
| Davis Capital Management | 0.10% | — | 4,845 | $144K |
| Glenmede Investment Management, LP | 0.00% | Reduce -37.2% | 4,718 | $140K |
| Capital Analysts, LLC | 0.00% | Add +32.6% | 4,631 | $137K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -11.3% | 4,597 | $136K |
| CoreCap Advisors, LLC | 0.00% | Add +1.8% | 4,359 | $129K |
| SYM FINANCIAL Corp | 0.01% | No change | 4,316 | $128K |
| Johnson Financial Group, Inc. | 0.00% | No change | 4,302 | $128K |
| Signaturefd, LLC | 0.00% | No change | 4,247 | $126K |
| Evolution Advisers, Inc. | 0.06% | No change | 4,191 | $124K |
| Bokf, NA | 0.00% | No change | 4,149 | $123K |
| MJT & Associates Financial Advisory Group, Inc. | 0.10% | Reduce -31.3% | 3,960 | $117K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 3,900 | $116K |
| Richards, Merrill & Peterson, Inc. | 0.05% | Add +44.5% | 3,815 | $113K |
| First Community Trust NA | 0.08% | No change | 3,500 | $104K |
| Assetmark, Inc. | 0.00% | Add +54.5% | 3,496 | $104K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.9% | 3,490 | $103K |
| Operose Advisors LLC | 0.02% | Add +0.4% | 3,294 | $98K |
| Blue Trust, Inc. | 0.00% | No change | 3,155 | $94K |
| Addison Advisors LLC | 0.02% | Add +17.0% | 3,137 | $93K |
| North Capital, Inc. | 0.07% | Add +0.0% | 3,049 | $90K |
| Founders Financial Alliance, LLC | 0.02% | New | 3,009 | $89K |
| Arlington Trust Co LLC | 0.02% | No change | 3,000 | $89K |
| Root Financial Partners, LLC | 0.01% | New | 2,952 | $87K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 2,880 | $85K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 2,749 | $81K |
| Bulwark Capital Corp | 0.06% | Add +31.1% | 2,699 | $80K |
| Hurley Capital, LLC | 0.04% | Add +0.4% | 2,643 | $78K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $76K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,530 | $75K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,406 | $71K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $71K |
| Eastern Bank | 0.00% | New | 2,370 | $70K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -5.4% | 2,271 | $67K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 2,144 | $64K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 2,124 | $63K |
| Investors Research Corp | 0.01% | No change | 2,109 | $63K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -6.3% | 2,035 | $60K |
| Millstone Evans Group, LLC | 0.04% | No change | 2,004 | $59K |
| Citigroup Inc. | 0.00% | Reduce -22.5% | 1,925 | $57K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.9% | 1,931 | $57K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -1.4% | 1,895 | $56K |
| Webster Bank, N. A. | 0.01% | Reduce -16.4% | 1,780 | $53K |
| Manchester Capital Management LLC | 0.01% | New | 1,727 | $51K |
| ORG Partners LLC | 0.01% | No change | 1,680 | $50K |
| Stephens Consulting, LLC | 0.02% | Reduce -11.6% | 1,678 | $50K |
| Finley Financial, LLC | 0.02% | No change | 1,668 | $49K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,650 | $49K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 1,596 | $47K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,591 | $47K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,560 | $46K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,479 | $44K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.4% | 1,416 | $42K |
| Roxbury Financial LLC | 0.04% | No change | 1,374 | $41K |
| Creative Capital Management Investments LLC | 0.01% | No change | 1,337 | $40K |
| UMB Bank, n.a. | 0.00% | No change | 1,323 | $39K |
| Glassman Wealth Services | 0.01% | No change | 1,302 | $39K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,287 | $38K |
| Guerra Advisors Inc | 0.01% | New | 1,117 | $33K |
| Cordant, Inc. | 0.01% | No change | 1,089 | $32K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,050 | $31K |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $30K |
| Trust Co. of Vermont | 0.00% | Reduce -68.3% | 947 | $28K |
| Atwood & Palmer Inc. | 0.00% | Add +0.5% | 889 | $26K |
| Howe & Rusling Inc. | 0.00% | New | 785 | $23K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 783 | $23K |
| United Financial Planning Group LLC | 0.01% | — | 778 | $23K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 763 | $23K |
| Lanark Financial, Inc. | 0.00% | Reduce -30.8% | 753 | $22K |
| Costello Asset Management, INC | 0.01% | Add +0.4% | 741 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.0% | 729 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 725 | $21K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $21K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.4% | 690 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 651 | $19K |
| Grey Ledge Advisors, LLC | 0.00% | Reduce -2.0% | 642 | $19K |
| Toth Financial Advisory Corp. | 0.00% | New | 642 | $19K |
| Main Street Group, LTD | 0.01% | Add +0.5% | 641 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 559 | $17K |
| Promus Capital, LLC | 0.01% | No change | 555 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Add +36.3% | 503 | $15K |
| Accredited Wealth Management, LLC | 0.01% | Add +100.0% | 1,004 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 480 | $14K |
| Dagco, Inc. | 0.00% | No change | 456 | $14K |
| REAP Financial Group, LLC | 0.00% | New | 456 | $14K |
| St Germain D J Co. Inc. | 0.00% | New | 450 | $13K |
| National Bank of Canada | 0.00% | Reduce -30.9% | 450 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 396 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 393 | $12K |
| POM Investment Strategies, LLC | 0.01% | No change | 375 | $11K |
| TruNorth Capital Management, LLC | 0.00% | Add +2550.0% | 371 | $11K |
| Horrell Capital Management, Inc. | 0.00% | No change | 360 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -2.9% | 340 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $9K |
| Archer Investment Corp | 0.00% | Add +0.3% | 292 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 285 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 273 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.4% | 262 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.4% | 242 | $7K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 219 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.5% | 218 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +58.4% | 255 | $6K |
| Heritage Wealth Advisors | 0.00% | Add +0.5% | 198 | $6K |
| Kiker Wealth Management, LLC | 0.00% | New | 184 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 174 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 174 | $5K |
| Winnacle Wealth LLC | 0.00% | New | 143 | $4K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 141 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 131 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 126 | $4K |
| Caitlin John, LLC | 0.00% | New | 114 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.3% | 109 | $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% | No change | 99 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 87 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 73 | $2K |
| Cloud Capital Management, LLC | 0.00% | New | 90 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $2K |
| Graney & King, LLC | 0.00% | No change | 66 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -18.6% | 35 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -100.0% | 24 | $711 |
| TCTC Holdings, LLC | 0.00% | No change | 6 | $178 |
| Abound Wealth Management | 0.00% | No change | 6 | $172 |
"% 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.