Schwab US Mid Cap ETFSCHMETF
13F holders, Q2 2026 (June 30)1,073holders +52
91new positions
34sold out
3famous investors
$36.77avg. 13F price*
At the end of Q2 2026, 1,073 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 52 from Q1 2026. 91 opened new positions and 34 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.9B), Creative Planning ($1.1B) and Northwestern Mutual Wealth Management Co. ($463.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $82.9M |
| Exits | 34 | $39.1M |
All 13F filers, Q1 2026 → Q2 2026: 14,118,091 shares bought and 13,051,822 shares sold, net +1,066,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,073 holders
| Financial Engines Advisors L.L.C. | 3.39% | Reduce -8.9% | 51,767,947 | $1.9B |
| Creative Planning | 0.63% | Reduce -1.4% | 29,016,208 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +8.0% | 12,568,632 | $463.4M |
| Moneta Group Investment Advisors LLC | 3.21% | Add +4.4% | 11,767,147 | $433.9M |
| Jones Financial Companies LLLP | 0.11% | Add +53.4% | 7,349,241 | $266.2M |
| Advisory Alpha, LLC | 6.32% | Reduce -2.4% | 6,983,767 | $257.5M |
| HighTower Advisors, LLC | 0.22% | Reduce -9.7% | 6,149,219 | $226.7M |
| Cerity Partners LLC | 0.24% | Add +4.0% | 5,729,822 | $198.5M |
| Legacy Wealth Management, LLC | 8.27% | Reduce -0.8% | 4,286,476 | $158.0M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -3.0% | 3,315,880 | $118.7M |
| Savant Capital, LLC | 0.34% | Add +574.5% | 3,231,643 | $114.6M |
| JMG Financial Group, Ltd. | 2.74% | Reduce -0.2% | 3,074,425 | $113.4M |
| Fragasso Financial Advisors Inc | 5.65% | Reduce -1.9% | 2,867,994 | $105.7M |
| Mariner, LLC | 0.10% | Reduce -3.7% | 2,627,084 | $96.9M |
| UBS Group AG | 0.01% | Reduce -0.5% | 2,285,436 | $84.3M |
| LPL Financial LLC | 0.02% | Add +4.7% | 2,017,782 | $74.4M |
| Raymond James Financial Inc. | 0.02% | Add +1.9% | 1,859,876 | $68.6M |
| Prime Capital Investment Advisors, LLC | 0.65% | Reduce -2.3% | 1,830,982 | $67.5M |
| Advocacy Wealth Management, LLC | 2.30% | Add +8.5% | 1,715,392 | $63.2M |
| Waverly Advisors, LLC | 0.36% | Reduce -0.2% | 1,699,550 | $62.7M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 1,649,131 | $60.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +38.2% | 1,636,994 | $60.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.9% | 1,553,972 | $57.2M |
| 93 Financial Group, LLC | 21.82% | Reduce -5.3% | 1,499,269 | $55.3M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +0.1% | 1,484,018 | $54.7M |
| Captrust Financial Advisors | 0.08% | Add +1.3% | 1,421,766 | $52.4M |
| Cetera Investment Advisers | 0.05% | Add +10.4% | 1,418,775 | $52.3M |
| Ameriprise Financial Inc. | 0.01% | Add +1.9% | 1,266,454 | $46.7M |
| Summit Asset Management, LLC | 5.95% | Reduce -0.8% | 1,259,073 | $46.4M |
| Financial Solutions Advisory Group, Inc. | 5.78% | Reduce -0.3% | 1,275,655 | $45.7M |
| Dynamic Advisor Solutions LLC | 1.26% | Add +5.2% | 1,198,872 | $44.2M |
| BLB&B Advisors, LLC | 1.61% | Reduce -1.7% | 1,196,515 | $44.1M |
| Summit Financial Strategies, Inc. | 2.93% | Reduce -11.8% | 1,131,341 | $41.7M |
| Focus Partners Wealth | 0.04% | Add +34.5% | 1,131,309 | $41.7M |
| Mokosak Advisory Group, LLC | 9.02% | Reduce -0.5% | 1,129,814 | $41.7M |
| Chicago Partners Investment Group LLC | 0.77% | Add +7.8% | 1,096,057 | $38.6M |
| Sage Financial Group Inc. | 2.05% | Add +2.1% | 1,005,202 | $37.1M |
| Bank of America Corp. | 0.00% | Add +11.0% | 965,564 | $35.6M |
| High Note Wealth, LLC | 5.77% | Add +1.4% | 916,640 | $33.8M |
| BlackRock, Inc. | 0.00% | Add +45.7% | 887,355 | $32.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +0.9% | 873,101 | $32.2M |
| Choreo, LLC | 0.35% | Reduce -1.7% | 871,833 | $32.1M |
| Gemmer Asset Management LLC | 2.14% | Reduce -2.5% | 863,655 | $31.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.1% | 841,424 | $31.0M |
| Johnson Investment Counsel Inc. | 0.22% | Add +24.1% | 815,376 | $30.1M |
| IFP Advisors, Inc | 0.52% | Add +0.0% | 775,129 | $28.6M |
| Koshinski Asset Management, Inc. | 1.51% | Add +1.4% | 769,563 | $28.4M |
| Seneca Financial Advisors LLC | 7.35% | Add +0.9% | 767,806 | $28.3M |
| Osaic Holdings, Inc. | 0.03% | Add +15.3% | 766,354 | $28.3M |
| Financial Planning Navigators CORP | 10.09% | Reduce -2.0% | 730,881 | $26.9M |
| Berkshire Asset Management LLC | 1.06% | Add +2.1% | 730,699 | $26.9M |
| Corient Private Wealth LP | 0.04% | Reduce -17.1% | 686,859 | $25.3M |
| Compass Advisory Group LLC | 6.00% | Reduce -0.4% | 685,027 | $25.3M |
| RKL Wealth Management LLC | 2.01% | Reduce -1.8% | 683,405 | $25.2M |
| Curi Capital, LLC | 0.39% | Reduce -14.5% | 683,104 | $25.2M |
| Bleakley Financial Group, LLC | 0.32% | Add +5.0% | 675,122 | $24.9M |
| Essex LLC | 3.77% | Add +1.1% | 673,370 | $24.8M |
| Lutz Financial Services LLC | 1.51% | Reduce -0.9% | 672,364 | $24.8M |
| Noble Family Wealth, LLC | 4.41% | Reduce -0.7% | 667,905 | $24.6M |
| Modera Wealth Management, LLC | 0.26% | Reduce -4.4% | 666,792 | $24.6M |
| FAS Wealth Partners, Inc. | 1.28% | Add +6.3% | 666,751 | $24.6M |
| Salem Investment Counselors Inc. | 0.59% | Reduce -0.5% | 642,681 | $23.7M |
| MAI Capital Management | 0.09% | Add +3.6% | 612,338 | $22.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -0.4% | 568,557 | $21.0M |
| Plante Moran Financial Advisors, LLC | 0.97% | Reduce -6.5% | 565,591 | $20.9M |
| Bangor Savings Bank | 1.46% | Reduce -4.1% | 537,014 | $19.8M |
| Triangle Securities Wealth Management | 3.88% | Reduce -0.3% | 530,443 | $19.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.4% | 529,633 | $19.5M |
| Curbstone Financial Management Corp | 3.26% | Add +0.7% | 518,787 | $19.1M |
| Denver PWM, LLC | 6.15% | Add +0.7% | 512,689 | $18.8M |
| Fortis Capital Management LLC | 2.08% | Add +2.9% | 501,416 | $18.5M |
| Asset Management Group, Inc. | 2.69% | Reduce -1.9% | 498,057 | $18.4M |
| Lodestar Private Asset Management LLC | 1.58% | Add +4.8% | 494,924 | $18.2M |
| Sherwood Financial Partners, LLC | 14.66% | Reduce -0.3% | 493,878 | $18.2M |
| Pittenger & Anderson Inc. | 0.64% | Add +5.7% | 487,343 | $18.0M |
| Womack Financial LLC | 11.86% | Reduce -0.8% | 486,443 | $17.9M |
| AQR Capital Management | 0.01% | Reduce -0.5% | 486,421 | $17.9M |
| Harbor Group, Inc. | 2.07% | Add +0.6% | 478,114 | $17.6M |
| HHM Wealth Advisors, LLC | 1.76% | Reduce -2.2% | 472,953 | $17.4M |
| Spinnaker Investment Group, LLC | 2.79% | Add +13.2% | 472,438 | $17.4M |
| IMA Advisory Services, Inc. | 1.09% | Add +0.7% | 471,971 | $17.4M |
| Farther Finance Advisors, LLC | 0.14% | Add +6.6% | 468,804 | $17.3M |
| Focus Financial Network, Inc. | 0.53% | Reduce -4.2% | 465,129 | $17.1M |
| Clearwater Capital Advisors, LLC | 1.26% | Reduce -1.8% | 464,741 | $17.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 464,605 | $17.1M |
| Two Sigma Investments, LP | 0.01% | New | 460,100 | $17.0M |
| Trinity Legacy Partners, LLC | 3.38% | Reduce -2.4% | 481,343 | $16.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +215.5% | 456,059 | $16.8M |
| Courage Miller Partners, LLC | 4.43% | Reduce -1.1% | 455,266 | $16.8M |
| Schneider Downs Wealth Management Advisors, LP | 1.57% | Reduce -1.8% | 451,823 | $16.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +13.2% | 446,605 | $16.5M |
| Pacific Sage Partners, LLC | 2.31% | Add +5.0% | 439,926 | $16.2M |
| White & Co Financial Planning Inc | 10.04% | Add +0.7% | 439,692 | $16.2M |
| Fifth Third Securities, Inc. | 0.91% | Reduce -0.1% | 433,827 | $16.0M |
| Benjamin Edwards Inc. | 0.15% | Add +6.6% | 433,379 | $16.0M |
| Clear Creek Financial Management, LLC | 1.02% | Add +0.4% | 431,877 | $15.9M |
| Cannon Capital Management, Inc. | 13.33% | Reduce -1.6% | 425,771 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.9% | 415,997 | $15.2M |
| Horizon Financial Services, LLC | 5.73% | Add +1.0% | 405,444 | $14.9M |
| MML Investors Services, LLC | 0.03% | Add +20.1% | 399,513 | $14.7M |
| St. Johns Investment Management Company, LLC | 5.53% | Reduce -1.8% | 396,599 | $14.6M |
| Peak Financial Management, Inc. | 3.33% | Add +0.4% | 393,869 | $14.5M |
| St. Louis Trust Co | 1.64% | No change | 122,547 | $14.3M |
| North Star Asset Management Inc. | 0.56% | Add +5.9% | 386,953 | $14.3M |
| Avior Wealth Management, LLC | 0.37% | Add +1.4% | 381,998 | $14.1M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | Reduce -0.5% | 393,352 | $14.0M |
| River's Edge Wealth Management, LLC | 12.21% | Add +3.3% | 392,236 | $13.9M |
| Kavar Capital Partners Group, LLC | 1.71% | Add +4.2% | 376,253 | $13.9M |
| HB Wealth Management, LLC | 0.08% | Add +19.4% | 372,500 | $13.7M |
| Brand Asset Management Group, Inc. | 3.03% | Reduce -2.1% | 371,674 | $13.7M |
| Valley National Advisers Inc. | 1.50% | Add +0.6% | 365,440 | $13.5M |
| Alliance Wealth Management Group | 2.62% | Reduce -3.1% | 364,410 | $13.4M |
| Towercrest Capital Management | 1.87% | Reduce -3.1% | 364,410 | $13.4M |
| Family Legacy Financial Solutions, LLC | 8.18% | Add +14.6% | 363,994 | $13.4M |
| DAVENPORT & Co LLC | 0.07% | Reduce -12.0% | 363,212 | $13.4M |
| Ausdal Financial Partners, Inc. | 0.52% | Add +20.1% | 356,977 | $13.2M |
| Lincoln Capital Corp. | 4.18% | Add +2.1% | 349,323 | $12.9M |
| Simplicity Wealth,LLC | 0.43% | New | 348,047 | $12.8M |
| Clearstead Advisors, LLC | 0.12% | Reduce -0.6% | 347,443 | $12.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.98% | Reduce -0.3% | 347,032 | $12.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.07% | Reduce -2.6% | 345,912 | $12.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.88% | Reduce -0.4% | 344,437 | $12.7M |
| Money Concepts Capital Corp. | 0.59% | Reduce -3.5% | 343,010 | $12.6M |
| LexAurum Advisors, LLC | 1.47% | Reduce -10.5% | 342,974 | $12.6M |
| Omega Financial Group, LLC | 3.83% | Reduce -1.9% | 341,565 | $12.6M |
| Missouri Trust & Investment Co | 3.36% | Reduce -2.3% | 356,528 | $12.4M |
| Nadler Financial Group, Inc. | 1.04% | Add +0.0% | 333,864 | $12.3M |
| Milestone Investment Advisors LLC | 2.65% | Reduce -1.3% | 332,273 | $12.3M |
| Leavell Investment Management, Inc. | 0.45% | Reduce -1.0% | 332,075 | $12.2M |
| Truist Financial Corp. | 0.01% | Add +1.8% | 331,564 | $12.2M |
| Black Diamond Financial, LLC | 1.05% | Add +21.1% | 323,221 | $11.9M |
| Sightline Wealth Advisors, LLC | 4.35% | Reduce -2.8% | 322,842 | $11.9M |
| ProVise Management Group, LLC | 0.79% | Reduce -3.6% | 321,065 | $11.8M |
| Odyssey Group, LLC | 3.17% | — | 317,388 | $11.7M |
| Lee Financial Co | 1.49% | Reduce -0.0% | 317,055 | $11.7M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -1.3% | 322,825 | $11.6M |
| Bernard Wealth Management Corp. | 4.25% | Add +1.0% | 312,545 | $11.5M |
| Blue Square Asset Management, LLC | 4.67% | Add +1.5% | 312,299 | $11.5M |
| Larson Financial Group LLC | 0.30% | Reduce -6.0% | 310,019 | $11.4M |
| Main Street Financial Solutions, LLC | 0.73% | Add +5.4% | 309,216 | $11.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +358.6% | 308,478 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.3% | 306,181 | $11.3M |
| Gradient Capital Advisors, LLC | 2.57% | Reduce -3.0% | 300,477 | $11.1M |
| Tiller Private Wealth, Inc. | 3.43% | Reduce -6.9% | 297,198 | $11.0M |
| Range Advisory, LLC | 1.29% | Add +52.7% | 293,784 | $10.8M |
| Allworth Financial LP | 0.05% | Reduce -5.5% | 292,552 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -86.5% | 289,077 | $10.7M |
| Valley Forge Investment Consultants Inc. Adv | 2.71% | Reduce -1.4% | 285,914 | $10.5M |
| Patriot Investment Management Group, Inc. | 0.60% | Reduce -0.1% | 280,538 | $10.3M |
| Monetary Solutions, Ltd | 8.84% | Reduce -7.2% | 278,509 | $10.3M |
| Pps&v Asset Management Consultants, Inc. | 5.41% | Add +2.7% | 271,989 | $10.0M |
| American Money Management, LLC | 1.43% | Reduce -1.8% | 271,764 | $10.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.94% | Reduce -1.7% | 259,931 | $9.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.0% | 253,570 | $9.3M |
| White Pine Investment CO | 1.97% | Add +2.7% | 250,309 | $9.2M |
| Cary Street Partners Financial LLC | 0.20% | Reduce -0.9% | 248,565 | $9.2M |
| Arbor Trust Wealth Advisors, LLC | 3.68% | Reduce -1.4% | 247,603 | $9.1M |
| Trust Point Inc. | 0.77% | Add +0.7% | 247,145 | $9.1M |
| Cathy Pareto & Associates, Inc. | 5.30% | Add +10.0% | 245,233 | $9.0M |
| Scarborough Advisors, LLC | 1.04% | Reduce -0.2% | 250,343 | $9.0M |
| Meridian Wealth Management, LLC | 0.28% | Add +1.5% | 244,499 | $9.0M |
| Brookstone Capital Management | 0.09% | Reduce -5.5% | 243,170 | $9.0M |
| Gill Capital Partners, LLC | 2.37% | Reduce -5.5% | 242,964 | $9.0M |
| James J. Burns & Company, LLC | 0.97% | Reduce -0.1% | 242,813 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +43.2% | 240,968 | $8.9M |
| Cresset Asset Management, LLC | 0.03% | Add +3.2% | 240,307 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -20.9% | 239,038 | $8.8M |
| Whittier Trust Co. | 0.08% | Reduce -0.6% | 236,360 | $8.5M |
| Meridian Wealth Partners, LLC | 1.03% | Reduce -0.9% | 230,886 | $8.5M |
| Broadleaf Partners, LLC | 1.62% | Add +2.0% | 226,927 | $8.4M |
| Wealth Enhancement Trust Services, Inc. | 0.91% | Reduce -2.1% | 221,801 | $8.2M |
| McCarthy Asset Management, Inc. | 3.83% | — | 219,273 | $8.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.54% | Reduce -1.7% | 216,525 | $8.0M |
| Peterson Wealth Advisors, LLC | 0.94% | Reduce -1.4% | 216,238 | $8.0M |
| Visionary Wealth Advisors | 0.31% | Reduce -33.0% | 209,937 | $7.7M |
| DHJJ Financial Advisors, Ltd. | 2.21% | Add +3.8% | 208,299 | $7.7M |
| Jacobi Capital Management LLC | 0.38% | Reduce -3.5% | 208,010 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Add +19.0% | 207,494 | $7.7M |
| Anchor Investment Management, LLC | 0.57% | Reduce -0.4% | 204,286 | $7.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.9% | 203,096 | $7.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.62% | Reduce -6.0% | 199,216 | $7.3M |
| Kohmann Bosshard Financial Services, LLC | 0.61% | Reduce -4.4% | 196,201 | $7.2M |
| AdvisorNet Financial, Inc | 0.33% | Add +2.7% | 195,674 | $7.2M |
| Cape Investment Advisory, Inc. | 1.92% | Reduce -0.3% | 194,841 | $7.2M |
| OneAscent Financial Services LLC | 0.34% | Add +0.1% | 192,278 | $7.1M |
| Texas Yale Capital Corp. | 0.15% | Add +1.0% | 191,530 | $7.1M |
| Newton One Investments LLC | 1.77% | Reduce -0.3% | 190,390 | $7.0M |
| Reston Wealth Management LLC | 1.89% | Add +2.5% | 189,848 | $7.0M |
| OxenFree Capital LLC | 3.19% | Add +8.3% | 195,751 | $7.0M |
| Gleason Group, Inc. | 0.60% | Add +0.6% | 186,311 | $6.9M |
| Wealthspire Advisors, LLC | 0.04% | Add +8.0% | 186,296 | $6.9M |
| FMR LLC | 0.00% | Add +11.2% | 185,468 | $6.8M |
| Moneywise, Inc. | 2.53% | Add +1.8% | 184,056 | $6.8M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -2.4% | 181,950 | $6.7M |
| Powers Advisory Group, LLC | 2.10% | Add +0.9% | 181,741 | $6.7M |
| Madden Advisory Services, Inc. | 2.40% | Add +0.3% | 181,685 | $6.7M |
| Creekside Partners | 2.41% | Add +0.6% | 180,813 | $6.7M |
| Stevens Capital Partners | 1.27% | Add +23.7% | 180,479 | $6.7M |
| Lido Advisors, LLC | 0.02% | Reduce -13.3% | 179,442 | $6.6M |
| Destination Wealth Management | 0.15% | Reduce -2.2% | 176,884 | $6.5M |
| Mengis Capital Management, Inc. | 0.98% | Add +3.3% | 174,436 | $6.4M |
| CX Institutional | 0.18% | Add +11.1% | 172,713 | $6.4M |
| Enclave Advisors LLC | 0.81% | Add +1276.4% | 167,608 | $6.2M |
| TMB Capital Partners, LLC | 1.91% | Reduce -0.0% | 166,131 | $6.1M |
| Downshift Financial, LLC | 2.67% | Reduce -17.9% | 159,804 | $5.9M |
| Capital Planning LLC | 1.71% | Reduce -0.7% | 159,435 | $5.9M |
| Diversify Advisory Services, LLC | 0.10% | New | 165,405 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -4.9% | 165,405 | $5.8M |
| Summitpoint Capital Management | 6.09% | Reduce -2.0% | 153,178 | $5.6M |
| Hilltop Wealth Advisors, LLC | 2.82% | Add +0.3% | 152,811 | $5.6M |
| Steele Capital Management, Inc. | 0.21% | No change | 151,201 | $5.6M |
| Newman Dignan & Sheerar, Inc. | 1.06% | Reduce -0.3% | 149,532 | $5.5M |
| Game Plan Financial Advisors, LLC | 2.20% | Reduce -0.9% | 149,200 | $5.5M |
| Birchbrook, Inc. | 2.52% | Reduce -6.7% | 145,601 | $5.4M |
| Columbus Macro, LLC | 0.52% | Reduce -0.1% | 144,728 | $5.3M |
| Family Investment Center, Inc. | 0.88% | Reduce -1.0% | 144,342 | $5.3M |
| Selby Wealth Management, LLC | 1.86% | Reduce -3.7% | 142,683 | $5.3M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +0.2% | 142,630 | $5.3M |
| Schaeffer Financial LLC | 4.06% | Add +6.5% | 142,468 | $5.3M |
| Alpha Omega Wealth Management LLC | 0.78% | Reduce -1.0% | 139,747 | $5.2M |
| Independent Solutions Wealth Management, LLC | 0.67% | Reduce -3.1% | 139,483 | $5.1M |
| RFG Advisory, LLC | 0.08% | Reduce -41.2% | 137,619 | $5.1M |
| Lathrop Investment Management Co. | 0.89% | Reduce -0.5% | 136,608 | $5.0M |
| Blue Bell Private Wealth Management, LLC | 0.63% | Reduce -0.3% | 136,573 | $5.0M |
| Code Waechter LLC | 2.59% | Reduce -0.7% | 135,742 | $5.0M |
| Modern Wealth Management, LLC | 0.06% | Reduce -27.4% | 135,172 | $5.0M |
| Sage Financial Management Group, Inc. | 1.37% | Reduce -0.6% | 134,951 | $5.0M |
| Balanced Wealth Group LLC | 1.56% | Reduce -0.4% | 133,848 | $4.9M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -0.0% | 133,825 | $4.9M |
| United Advisor Group, LLC | 0.52% | Add +1.6% | 133,472 | $4.9M |
| Roundview Capital LLC | 0.27% | Add +0.3% | 132,051 | $4.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +13.3% | 131,918 | $4.9M |
| Arcataur Capital Management LLC | 1.21% | Reduce -2.0% | 131,888 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 131,356 | $4.8M |
| Beacon Bridge Wealth Partners, LLC | 1.38% | Add +3.7% | 131,105 | $4.8M |
| TD Private Client Wealth LLC | 0.09% | Add +29.1% | 130,818 | $4.8M |
| Valpey Financial Services, LLC | 2.85% | Reduce -3.4% | 129,972 | $4.8M |
| Acorn Wealth Advisors, LLC | 1.16% | Add +1.9% | 129,490 | $4.8M |
| Compass Financial Group, INC | 0.54% | Add +25.5% | 128,549 | $4.7M |
| Apollon Financial, LLC | 0.56% | Add +1.0% | 128,429 | $4.7M |
| Citizens Financial Group Inc. | 0.06% | Add +2.8% | 128,359 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -6.1% | 124,076 | $4.6M |
| Fort Point Capital Partners LLC | 0.49% | Reduce -0.9% | 123,863 | $4.6M |
| WESCAP Management Group, Inc. | 0.83% | Reduce -0.2% | 120,537 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | New | 120,265 | $4.4M |
| Richardson Capital Management LLC | 1.86% | Reduce -1.8% | 117,984 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +18.7% | 117,937 | $4.3M |
| Lowe Brockenbrough & Co. Inc. | 0.19% | Reduce -0.3% | 117,730 | $4.3M |
| CFG Wealth Management Services, Inc. | 4.21% | No change | 140,332 | $4.3M |
| Providence First Trust Co | 1.19% | Add +9.3% | 115,826 | $4.3M |
| Nicollet Investment Management, Inc. | 1.32% | Reduce -0.8% | 115,548 | $4.3M |
| Councilor Wealth, LLC | 1.72% | Reduce -2.8% | 115,113 | $4.2M |
| Valmark Advisers, Inc. | 0.05% | Add +0.7% | 115,053 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +65.3% | 114,983 | $4.2M |
| Plancorp, LLC | 0.10% | Add +758.2% | 119,715 | $4.2M |
| Fiduciary Financial Advisors | 0.43% | New | 114,787 | $4.2M |
| HC Advisors, LLC | 2.57% | Add +7.8% | 114,614 | $4.2M |
| Composition Wealth, LLC | 0.05% | Reduce -2.8% | 113,927 | $4.2M |
| Livet Wealth, LLC | 2.40% | Reduce -1.9% | 112,804 | $4.2M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.0% | 110,921 | $4.1M |
| Murphy & Mullick Capital Management Corp | 2.52% | Add +0.2% | 110,193 | $4.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.5% | 110,125 | $4.1M |
| Meitav Investment House Ltd. | 0.03% | New | 110,000 | $4.1M |
| NorthRock Partners, LLC | 0.06% | Reduce -3.3% | 108,241 | $4.0M |
| Atlas Capital Advisors Inc. | 0.43% | Reduce -3.4% | 106,720 | $3.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.23% | Reduce -2.0% | 106,475 | $3.9M |
| Prentice Wealth Management LLC | 0.81% | Reduce -2.1% | 106,234 | $3.9M |
| Element Wealth, LLC | 1.47% | Reduce -0.3% | 106,022 | $3.9M |
| Ameritas Advisory Services, LLC | 0.08% | Add +147.1% | 105,776 | $3.9M |
| US Bancorp \de | 0.00% | Reduce -3.5% | 105,577 | $3.9M |
| Waterfront Wealth Inc. | 0.59% | Add +4.9% | 106,985 | $3.8M |
| Orcam Financial Group | 1.87% | Add +2.6% | 103,810 | $3.8M |
| McAdam, LLC | 0.15% | Reduce -3.7% | 103,573 | $3.8M |
| Jacobs Equity LLC | 2.64% | Add +13.5% | 103,557 | $3.8M |
| Foster Victor Wealth Advisors, LLC | 0.20% | New | 106,670 | $3.8M |
| Paradigm, Strategies in Wealth Management, LLC | 2.31% | Add +2.7% | 102,844 | $3.8M |
| Savvy Advisors, Inc. | 0.08% | Reduce -6.0% | 102,651 | $3.8M |
| Wealth Group Ltd | 0.72% | Reduce -0.2% | 102,166 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -11.3% | 102,088 | $3.8M |
| Blankinship & Foster, LLC | 0.75% | Reduce -0.0% | 100,599 | $3.7M |
| John Boyer, Inc. | 3.21% | Reduce -0.4% | 100,330 | $3.7M |
| Wescott Financial Advisory Group, LLC | 0.29% | Reduce -1.9% | 99,915 | $3.7M |
| Zhang Financial LLC | 0.11% | Add +0.1% | 98,902 | $3.6M |
| Everhart Financial Group, Inc. | 0.23% | Reduce -9.1% | 98,643 | $3.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +7.1% | 98,112 | $3.6M |
| Boltwood Capital Management | 0.82% | Add +1.6% | 96,784 | $3.6M |
| Franklin Resources Inc. | 0.00% | Add +3.9% | 94,974 | $3.5M |
| Vise Technologies, Inc. | 0.04% | Add +1.8% | 94,907 | $3.5M |
| LifeSteps Financial, Inc. | 1.62% | Reduce -2.9% | 94,401 | $3.5M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -2.7% | 94,263 | $3.5M |
| Revolve Wealth Partners, LLC | 0.36% | Reduce -2.6% | 94,251 | $3.5M |
| Advisory Services Network, LLC | 0.04% | Add +0.1% | 92,064 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -76.2% | 91,305 | $3.4M |
| Planwiser Financial, LLC | 2.33% | Reduce -1.8% | 91,116 | $3.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -30.7% | 91,107 | $3.4M |
| Envision Financial LLC | 1.52% | Reduce -8.3% | 89,605 | $3.3M |
| Carolina Wealth Management Inc | 1.51% | — | 88,755 | $3.3M |
| Villere St Denis J & Co. LLC | 0.40% | New | 88,281 | $3.3M |
| Meramec Financial Planners, LLC | 1.18% | Reduce -1.5% | 92,435 | $3.2M |
| True North Advisors, LLC | 0.31% | Reduce -0.5% | 87,301 | $3.2M |
| Tradition Wealth Management, LLC | 0.20% | Add +0.2% | 87,235 | $3.2M |
| Panoramic Investment Advisors, LLC | 1.53% | Add +5.7% | 86,533 | $3.2M |
| CDKV Holdings LLC | 2.48% | Reduce -0.9% | 86,145 | $3.2M |
| River Wealth Advisors LLC | 0.33% | Reduce -4.9% | 86,029 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 85,687 | $3.2M |
| Mather Group, Llc. | 0.03% | Reduce -1.6% | 85,283 | $3.1M |
| Centerpoint Advisors, LLC | 0.88% | No change | 84,000 | $3.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.3% | 83,223 | $3.1M |
| Burkett Financial Services, LLC | 0.96% | Reduce -3.9% | 83,126 | $3.1M |
| Leo H. Evart, Inc. | 2.41% | Reduce -1.7% | 82,792 | $3.1M |
| SeaCrest Wealth Management, LLC | 0.34% | Reduce -0.5% | 82,545 | $3.0M |
| Sentinel Pension Advisors, LLC | 0.39% | Reduce -1.5% | 85,594 | $3.0M |
| Marquette Asset Management, LLC | 0.38% | Reduce -1.5% | 80,271 | $3.0M |
| Ulland Investment Advisors, LLC | 2.17% | Reduce -0.4% | 79,541 | $2.9M |
| Values Added Financial LLC | 1.04% | Reduce -12.5% | 78,475 | $2.9M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.1% | 78,183 | $2.9M |
| Global Retirement Partners, LLC | 0.04% | — | 77,288 | $2.8M |
| Summit Financial, LLC | 0.03% | Add +7.4% | 76,856 | $2.8M |
| PCA Investment Advisory Services Inc. | 0.79% | Reduce -17.0% | 76,573 | $2.8M |
| WBH Advisory Inc. | 0.19% | Reduce -4.0% | 76,536 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -11.6% | 76,252 | $2.8M |
| Capital Squared Financial LLC | 1.82% | Add +12.0% | 75,585 | $2.8M |
| Econ Financial Services Corp | 1.29% | Reduce -2.9% | 75,110 | $2.8M |
| Red Door Wealth Management, LLC | 0.25% | Reduce -0.5% | 75,018 | $2.8M |
| WJ Financial Advisors LLC | 2.01% | Add +0.8% | 74,090 | $2.7M |
| Betterment LLC | 0.00% | Reduce -26.1% | 74,014 | $2.7M |
| Affinity Capital Advisors, LLC | 0.34% | Reduce -0.1% | 75,599 | $2.7M |
| Koesten, Hirschmann & Crabtree, INC. | 1.13% | Add +26.3% | 73,799 | $2.7M |
| Dorato Capital Management | 1.81% | Add +1.4% | 74,355 | $2.7M |
| Juncture Wealth Strategies, LLC | 0.69% | Reduce -7.0% | 71,816 | $2.6M |
| SWS Partners | 0.56% | Add +0.2% | 70,103 | $2.6M |
| Krilogy Financial LLC | 0.08% | Reduce -4.1% | 69,814 | $2.6M |
| Sheets Smith Wealth Management | 0.26% | Add +0.8% | 69,782 | $2.6M |
| Aspen Grove Capital, LLC | 0.37% | Add +0.1% | 68,918 | $2.5M |
| Asset Advisors Investment Management, LLC | 0.23% | Reduce -0.3% | 68,902 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.76% | No change | 68,648 | $2.5M |
| May Hill Capital, LLC | 0.53% | Reduce -2.5% | 68,572 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 68,550 | $2.5M |
| Tower Bridge Advisors | 0.23% | Reduce -2.9% | 68,171 | $2.5M |
| Compound Planning, Inc. | 0.06% | Reduce -0.2% | 67,057 | $2.5M |
| Athena Investment Management | 1.46% | Reduce -20.0% | 67,000 | $2.5M |
| Staley Capital Advisers Inc. | 0.10% | Reduce -0.3% | 66,860 | $2.5M |
| Csenge Advisory Group | 0.10% | Reduce -2.6% | 66,804 | $2.5M |
| Commerce Bank | 0.01% | Add +7.2% | 66,140 | $2.4M |
| Bensler, LLC | 0.22% | Reduce -3.4% | 66,120 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 65,947 | $2.4M |
| Venture Visionary Partners LLC | 0.07% | Add +0.9% | 65,448 | $2.4M |
| Madison Park Capital Advisors, LLC | 1.71% | Add +0.3% | 65,084 | $2.4M |
| Cambridge Financial Group, LLC | 0.75% | Reduce -2.4% | 65,011 | $2.4M |
| Strategic Financial Planning, Inc. | 1.25% | New | 64,900 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.0% | 64,637 | $2.4M |
| Integrity Financial Corp | 1.14% | Add +64407.0% | 64,507 | $2.4M |
| CRA Financial Services, LLC | 0.27% | Reduce -3.3% | 64,454 | $2.4M |
| MCF Advisors LLC | 0.08% | Reduce -0.4% | 63,765 | $2.4M |
| KCM Investment Advisors LLC | 0.07% | No change | 63,459 | $2.3M |
| BCS Wealth Management | 0.42% | Add +11.8% | 63,394 | $2.3M |
| Alliance Private Wealth, LLC | 0.79% | Reduce -0.5% | 61,493 | $2.3M |
| Ironwood Financial, llc | 0.35% | Reduce -1.2% | 64,052 | $2.3M |
| Opal Wealth Advisors, LLC | 0.49% | Add +1.6% | 61,246 | $2.3M |
| Smith, Moore & Co. | 0.15% | Add +3.0% | 60,913 | $2.2M |
| Colorado Capital Management, Inc. | 0.77% | Reduce -10.0% | 60,877 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -0.8% | 60,609 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +8.2% | 60,191 | $2.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.90% | Reduce -0.1% | 59,779 | $2.2M |
| Warner Financial, Inc. | 0.65% | Add +1.4% | 59,738 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.69% | Add +2.6% | 59,777 | $2.2M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -2.7% | 59,226 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -1.4% | 59,073 | $2.2M |
| FF Advisors,LLC | 0.81% | No change | 58,884 | $2.2M |
| Arrowroot Family Office, LLC | 0.61% | Reduce -8.0% | 58,192 | $2.1M |
| NBZ Investment Advisors LLC | 0.84% | Reduce -0.3% | 58,113 | $2.1M |
| Amicus Financial Advisors, LLC | 0.52% | Reduce -3.2% | 57,609 | $2.1M |
| VSM Wealth Advisory, LLC | 0.56% | Reduce -0.2% | 57,466 | $2.1M |
| JFS Wealth Advisors, LLC | 0.11% | Add +1.3% | 57,375 | $2.1M |
| Integrated Capital Management, LLC | 0.76% | Add +12.0% | 57,189 | $2.1M |
| Quadcap Wealth Management, LLC | 0.21% | Add +2.1% | 57,098 | $2.1M |
| Cambridge Advisors Inc. | 0.36% | Reduce -3.0% | 57,089 | $2.1M |
| Arax Advisory Partners | 0.01% | Add +14.9% | 56,900 | $2.1M |
| Sunburst Financial Group, LLC | 0.35% | Reduce -1.4% | 56,858 | $2.1M |
| Fagan Associates, Inc. | 0.26% | Reduce -1.0% | 56,843 | $2.1M |
| Collective Family Office LLC | 0.42% | Reduce -1.6% | 55,883 | $2.1M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -5.1% | 55,419 | $2.0M |
| CVA Family Office, LLC | 0.18% | Add +0.5% | 54,878 | $2.0M |
| &partners | 0.01% | Add +120.3% | 54,701 | $2.0M |
| ETF Store, Inc. | 1.67% | Reduce -3.2% | 54,302 | $2.0M |
| PFG Advisors | 0.10% | Reduce -4.9% | 54,231 | $2.0M |
| LTG Capital LLC | 1.34% | Reduce -0.0% | 54,146 | $2.0M |
| Columbia River Financial Group, LLC | 1.07% | Reduce -22.4% | 53,950 | $2.0M |
| OFS Enterprise LLC | 0.50% | Reduce -1.0% | 53,510 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.8% | 53,469 | $2.0M |
| Seek First Inc. | 1.23% | Reduce -2.4% | 52,854 | $1.9M |
| Westview Management dba Westview Investment Advisors | 0.94% | Reduce -0.5% | 52,225 | $1.9M |
| North Forty Two & Co. | 1.61% | Add +2.0% | 51,501 | $1.9M |
| Long Island Wealth Management, Inc. | 0.78% | Add +0.0% | 51,456 | $1.9M |
| GuidedMoney, LLC | 0.88% | No change | 51,435 | $1.9M |
| Cahill Financial Advisors Inc. | 0.18% | Add +0.2% | 51,340 | $1.9M |
| Bfsg, LLC | 0.17% | Reduce -1.2% | 50,677 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Add +0.4% | 50,488 | $1.9M |
| Winthrop Capital Management, LLC | 0.45% | Add +0.3% | 50,385 | $1.9M |
| IF Advisors, LLC | 1.21% | No change | 50,042 | $1.8M |
| Kelman-Lazarov, Inc. | 0.24% | Reduce -0.4% | 50,028 | $1.8M |
| RCW Management, LLC | 1.64% | Add +0.3% | 49,725 | $1.8M |
| Fulton Breakefield Broenniman LLC | 0.11% | Reduce -3.5% | 49,302 | $1.8M |
| S.A. Mason LLC | 0.56% | Add +0.0% | 49,143 | $1.8M |
| Savior LLC | 5.12% | New | 48,439 | $1.8M |
| Arkansas Financial Group, Inc. | 0.23% | Reduce -0.7% | 48,291 | $1.8M |
| Capital Advantage, Inc. | 0.22% | Add +5.2% | 47,977 | $1.8M |
| Legacy Bridge, LLC | 0.54% | Reduce -0.1% | 47,816 | $1.8M |
| Dakota Wealth Management | 0.03% | Reduce -1.5% | 47,712 | $1.8M |
| K2 Financial Inc. | 1.24% | Reduce -0.8% | 48,512 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Add +66.7% | 47,108 | $1.7M |
| 1900 Wealth Management LLC | 0.10% | Add +0.1% | 47,038 | $1.7M |
| Mission Wealth Management, LP | 0.02% | Add +212.2% | 46,458 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Add +2.1% | 46,379 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.9% | 46,333 | $1.7M |
| SCS Capital Management LLC | 0.02% | No change | 46,143 | $1.7M |
| Keyvantage Wealth, LLC | 0.64% | Reduce -0.5% | 45,529 | $1.7M |
| First Growth Capital LLC | 1.27% | No change | 45,486 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -10.9% | 45,430 | $1.7M |
| Vision Capital Management, Inc. | 0.19% | Reduce -23.7% | 45,394 | $1.7M |
| Cassilly Financial Group LLC | 1.21% | Add +10.7% | 45,334 | $1.7M |
| Thrive Wealth Management, LLC | 0.21% | Reduce -0.5% | 45,112 | $1.7M |
| Voisard Asset Management Group, Inc. | 0.31% | Reduce -1.6% | 44,731 | $1.6M |
| Quadrant Capital Group LLC | 0.04% | Reduce -0.2% | 43,514 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -1.9% | 43,110 | $1.6M |
| Pennsylvania Capital Management Inc. | 0.40% | Add +24.7% | 42,803 | $1.6M |
| Sharkey, Howes & Javer | 0.19% | No change | 42,518 | $1.6M |
| Altfest L J & Co. Inc. | 0.15% | Reduce -1.3% | 42,299 | $1.6M |
| Evergreen Capital Management LLC | 0.03% | Add +0.3% | 42,210 | $1.6M |
| Leisure Capital Management | 0.48% | Reduce -49.2% | 41,977 | $1.5M |
| Wilkins Miller Wealth Management, LLC | 0.85% | Add +5.2% | 41,944 | $1.5M |
| Naples Global Advisors, LLC | 0.10% | Add +1.8% | 41,851 | $1.5M |
| Ifrah Financial Services, Inc. | 0.38% | Reduce -5.1% | 41,709 | $1.5M |
| Single Point Partners, LLC | 0.27% | Add +0.5% | 41,502 | $1.5M |
| WP Advisors, LLC | 0.37% | Add +0.3% | 41,401 | $1.5M |
| MeadowBrook Investment Advisors LLC | 1.21% | Add +22.2% | 40,617 | $1.5M |
| ARK & TLK Investments, LLC | 0.37% | Reduce -1.7% | 40,291 | $1.5M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -1.8% | 40,090 | $1.5M |
| Clear Investment Research, LLC | 2.28% | Reduce -0.4% | 39,745 | $1.5M |
| Whipplewood Advisors, LLC | 0.99% | Reduce -6.0% | 39,709 | $1.5M |
| Serenity Investment Advisors | 0.62% | Add +9.3% | 40,466 | $1.5M |
| MBA Advisors LLC | 0.50% | Reduce -47.0% | 39,680 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -0.8% | 39,018 | $1.4M |
| Embree Financial Group | 0.14% | Reduce -31.6% | 38,754 | $1.4M |
| Holderness Investments Co. | 0.24% | Add +1.0% | 38,613 | $1.4M |
| Sawgrass Asset Management LLC | 0.19% | Reduce -1.4% | 38,609 | $1.4M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.0% | 38,589 | $1.4M |
| Squire Investment Management Company, LLC | 0.34% | Add +2.0% | 38,541 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.08% | Add +0.8% | 38,469 | $1.4M |
| Stonebridge Financial Group, LLC | 0.11% | No change | 38,117 | $1.4M |
| Ocean Park Asset Management, LLC | 0.07% | New | 38,065 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | New | 38,065 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +15.4% | 37,702 | $1.4M |
| FIDELIS iM, LLC | 0.47% | No change | 37,542 | $1.4M |
| Wisconsin Capital Management LLC | 0.66% | No change | 37,500 | $1.4M |
| Phillips Financial Management, LLC | 0.10% | Reduce -5.4% | 37,358 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 44,466 | $1.4M |
| Summit Financial Wealth Advisors, LLC | 0.18% | Reduce -0.9% | 37,154 | $1.4M |
| RMR Wealth Builders | 0.09% | Add +0.3% | 37,126 | $1.4M |
| Nwam LLC | 0.07% | Add +12.8% | 37,094 | $1.4M |
| JM2 Capital Inc. | 0.94% | Add +2.7% | 37,062 | $1.4M |
| First Pacific Financial | 0.16% | Reduce -4.8% | 37,054 | $1.4M |
| John W. Brooker & Co., CPAs | 1.63% | Reduce -25.6% | 36,643 | $1.4M |
| Orca Investment Management, LLC | 0.98% | Reduce -1.0% | 36,637 | $1.4M |
| Shearwater Capital LLC | 0.64% | No change | 36,275 | $1.3M |
| Greenwood Gearhart LLC | 0.06% | Add +1.4% | 36,175 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.9% | 36,114 | $1.3M |
| Bouchey Financial Group, Ltd. | 0.09% | Reduce -7.7% | 35,980 | $1.3M |
| Pegasus Asset Management, Inc. | 0.38% | Add +9.4% | 35,889 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | No change | 35,804 | $1.3M |
| Great Waters Wealth Management | 0.12% | Reduce -2.8% | 35,598 | $1.3M |
| Manchester Financial Inc. | 0.23% | Reduce -80.7% | 35,481 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.0% | 35,433 | $1.3M |
| Sculati Wealth Management, LLC | 0.43% | Reduce -0.8% | 37,191 | $1.3M |
| Adamsbrown Wealth Consultants LLC | 0.25% | Reduce -0.1% | 35,276 | $1.3M |
| Condor Capital Management | 0.10% | Add +1.5% | 35,238 | $1.3M |
| Crescent Sterling, Ltd. | 1.16% | Reduce -0.3% | 35,156 | $1.3M |
| AMG National Trust Bank | 0.03% | No change | 34,650 | $1.3M |
| Cascade Financial Partners, LLC | 0.11% | Reduce -1.7% | 34,589 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -9.3% | 34,453 | $1.3M |
| Clear Point Advisors Inc. | 1.12% | Add +8.5% | 34,387 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.30% | Reduce -28.2% | 34,375 | $1.3M |
| Chesapeake Wealth Management | 0.35% | Reduce -1.3% | 34,164 | $1.3M |
| Lowery Thomas, LLC | 0.61% | Reduce -0.8% | 34,048 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 33,754 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | No change | 33,687 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +27.3% | 33,218 | $1.2M |
| Elevation Wealth Partners, LLC | 0.36% | Reduce -2.1% | 32,906 | $1.2M |
| Grantvest Financial Group LLC | 0.70% | Reduce -0.9% | 32,823 | $1.2M |
| Parkside Financial Bank & Trust | 0.08% | Add +8.5% | 32,561 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.0% | 32,435 | $1.2M |
| James Investment Research, Inc. | 0.12% | Add +16.1% | 32,384 | $1.2M |
| Fortitude Advisory Group L.L.C. | 0.45% | Add +0.0% | 32,187 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 32,170 | $1.2M |
| IAG Wealth Partners, LLC | 0.12% | Reduce -8.0% | 32,013 | $1.2M |
| Fortis Capital Advisors, LLC | 0.13% | Add +3.7% | 31,896 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +3.7% | 31,896 | $1.2M |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.6% | 31,406 | $1.2M |
| Donaldson Capital Management, LLC | 0.03% | Add +44.5% | 31,316 | $1.2M |
| Hilltop Partners LLC | 0.28% | Reduce -1.4% | 30,868 | $1.1M |
| Red Mountain Financial, LLC | 0.94% | Add +7.7% | 30,547 | $1.1M |
| WFA of San Diego, LLC | 0.92% | Reduce -8.4% | 30,759 | $1.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | Reduce -4.7% | 30,450 | $1.1M |
| Five Pine Wealth Management | 0.63% | Reduce -6.8% | 30,382 | $1.1M |
| Asset Dedication, LLC | 0.07% | Reduce -4.2% | 30,378 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.0% | 30,255 | $1.1M |
| Heritage Family Offices, LLP | 0.43% | Add +0.2% | 30,143 | $1.1M |
| Pacific Excel Wealth Advisors, Inc. | 0.43% | New | 30,143 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.35% | Reduce -10.0% | 30,119 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -1.2% | 30,108 | $1.1M |
| Okabena Investment Services Inc. | 0.20% | No change | 29,712 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +15.3% | 29,638 | $1.1M |
| Rede Wealth, LLC | 0.36% | Add +11.1% | 29,589 | $1.1M |
| Brighton Jones LLC | 0.02% | Reduce -3.1% | 29,509 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.41% | Reduce -0.4% | 29,490 | $1.1M |
| Wedmont Private Capital | 0.03% | Add +0.0% | 30,281 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 29,282 | $1.1M |
| Madison Wealth Partners, Inc | 0.14% | Add +7.8% | 29,269 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.24% | No change | 29,211 | $1.1M |
| Rialto Wealth Management, LLC | 0.21% | Reduce -4.4% | 28,977 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -0.3% | 28,948 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -0.8% | 28,746 | $1.1M |
| Bridges Investment Management Inc. | 0.01% | Add +7.2% | 28,496 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -3.6% | 28,486 | $1.1M |
| CAP Partners, LLC | 0.51% | Reduce -0.7% | 28,424 | $1.0M |
| National Wealth Management Group, LLC | 0.32% | Add +0.7% | 28,131 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.0% | 27,911 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Reduce -7.4% | 27,891 | $1.0M |
| West Paces Advisors Inc. | 0.17% | Reduce -1.3% | 27,546 | $1.0M |
| Ironwood Wealth Management, LLC. | 0.22% | Reduce -16.6% | 27,189 | $1.0M |
| Brookwood Investment Group LLC | 0.11% | Add +4.5% | 26,397 | $973K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.3% | 26,368 | $973K |
| Armor Investment Advisors, LLC | 0.31% | Reduce -4.3% | 26,199 | $966K |
| Bcwm, LLC | 0.28% | Reduce -3.4% | 26,098 | $962K |
| CIBC Bancorp USA Inc. | 0.00% | Add +55.9% | 18,534 | $958K |
| Sachetta, LLC | 0.47% | Reduce -1.3% | 25,959 | $957K |
| YHB Investment Advisors, Inc. | 0.06% | Add +4.0% | 25,901 | $955K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.3% | 25,891 | $955K |
| Visionary Horizons, LLC | 0.40% | Add +33.4% | 25,883 | $954K |
| AE Wealth Management LLC | 0.00% | Add +15.6% | 25,858 | $953K |
| Aurora Private Wealth, Inc. | 0.60% | Reduce -12.5% | 25,542 | $942K |
| Daybright Advisory Services, Inc. | 0.22% | Reduce -7.8% | 27,053 | $939K |
| One Capital Management, LLC | 0.03% | No change | 30,049 | $930K |
| Payne Capital LLC | 0.77% | Reduce -0.0% | 25,149 | $927K |
| Arista Wealth Management, LLC | 0.10% | No change | 25,040 | $923K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 24,990 | $921K |
| Heartwood Wealth Advisors LLC | 0.07% | Add +16.1% | 24,845 | $916K |
| QRG Capital Management, Inc. | 0.01% | Add +0.1% | 24,729 | $912K |
| Indivisible Partners | 0.05% | Reduce -4.3% | 24,623 | $908K |
| SIMA Wealth Partners, LLC | 0.64% | Reduce -1.3% | 24,418 | $900K |
| Genesee Capital Advisors, LLC | 0.28% | Add +48.4% | 24,370 | $899K |
| Asset One Wealth Management LLC | 0.09% | Add +13.7% | 25,247 | $893K |
| Sims Investment Management, LLC | 0.28% | No change | 24,180 | $892K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -3.2% | 24,105 | $889K |
| Eley Financial Management, Inc | 0.29% | Reduce -1.5% | 24,077 | $888K |
| SageView Advisory Group, LLC | 0.03% | Add +0.5% | 24,040 | $886K |
| Hendershot Investments Inc. | 0.11% | Reduce -2.2% | 23,679 | $873K |
| Cooper/Haims Advisors, LLC | 0.37% | Reduce -0.0% | 23,548 | $868K |
| Mission Creek Capital Partners, Inc. | 0.15% | Add +14.9% | 26,299 | $866K |
| Midwest Capital Advisors, LLC | 0.35% | Add +0.1% | 23,472 | $865K |
| Everest Financial Group LLC | 0.12% | Add +0.3% | 23,419 | $863K |
| Bogart Wealth, LLC | 0.03% | Add +0.0% | 23,364 | $861K |
| Westbourne Investments, Inc. | 0.35% | Reduce -4.0% | 23,343 | $861K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +1.8% | 23,113 | $852K |
| Wilson & Boucher Capital Management, LLC | 0.50% | Add +6.0% | 23,090 | $851K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -61.5% | 23,058 | $850K |
| Nautilus Advisors LLC | 0.50% | No change | 23,731 | $850K |
| Financial Consulate, Inc. | 0.09% | Add +0.3% | 23,044 | $850K |
| Bigelow Investment Advisors, LLC | 0.31% | Reduce -10.1% | 22,962 | $847K |
| Caprock Group, LLC | 0.02% | Add +15.0% | 22,952 | $846K |
| Carolina Wealth Advisors, LLC | 0.33% | Reduce -5.7% | 22,910 | $845K |
| Goepper Burkhardt LLC | 0.25% | Reduce -8.5% | 22,870 | $843K |
| Modus Advisors, LLC | 0.21% | Reduce -2.6% | 22,722 | $838K |
| Evermay Wealth Management LLC | 0.09% | Reduce -7.5% | 22,639 | $835K |
| Planning Alternatives Ltd. | 0.09% | Reduce -5.3% | 22,540 | $831K |
| Joule Financial, LLC | 0.22% | Reduce -3.1% | 22,277 | $821K |
| Bank of New York Mellon Corp | 0.00% | Add +1.8% | 22,147 | $817K |
| Biltmore Family Office, LLC | 0.11% | No change | 22,005 | $811K |
| Diversified Management Inc. | 0.17% | No change | 21,903 | $808K |
| Stokes Family Office, LLC | 0.09% | No change | 21,883 | $807K |
| Zenith Solutions, Inc. | 0.73% | — | 21,728 | $801K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.1% | 21,608 | $797K |
| Leverty Financial Group, LLC | 0.15% | Reduce -11.2% | 21,540 | $794K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.8% | 21,499 | $793K |
| JBR Co Financial Management Inc | 0.29% | Reduce -1.9% | 21,401 | $789K |
| Apella Capital, LLC | 0.01% | Reduce -1.2% | 22,051 | $783K |
| Brown Advisory Inc. | 0.00% | Reduce -6.0% | 21,241 | $783K |
| TPG Advisors LLC | 0.43% | Reduce -0.5% | 21,234 | $783K |
| Diligent Investors, LLC | 0.17% | Add +8.7% | 21,102 | $778K |
| Cooksen Wealth, LLC | 0.49% | Reduce -0.2% | 20,951 | $772K |
| Greenleaf Trust | 0.01% | Reduce -6.9% | 20,749 | $765K |
| Red Reef Advisors LLC | 0.71% | Add +0.8% | 20,736 | $765K |
| CMH Wealth Management LLC | 0.12% | Add +2.6% | 20,640 | $761K |
| Arkos Global Advisors | 0.09% | Add +0.3% | 20,456 | $754K |
| NBT Bank, N.A. | 0.05% | Reduce -29.7% | 20,048 | $739K |
| Harfst & Associates, Inc. | 0.11% | Reduce -0.1% | 19,946 | $735K |
| Townsend Asset Management Corp. /NC/ | 0.24% | Add +0.0% | 19,926 | $735K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -62.5% | 19,861 | $732K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -2.9% | 19,856 | $732K |
| Continuum Wealth Advisors, LLC | 0.25% | No change | 19,849 | $732K |
| Worth Asset Management, LLC | 0.23% | New | 19,849 | $732K |
| Aspen Investment Management Inc | 0.19% | Reduce -7.5% | 19,604 | $723K |
| Tranquility Partners, LLC | 0.25% | No change | 19,522 | $720K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -2.7% | 19,510 | $719K |
| Midwest Trust Co | 0.01% | Reduce -1.0% | 19,109 | $705K |
| Level Four Advisory Services, LLC | 0.02% | Add +11.1% | 19,100 | $704K |
| Ruggaard & Associates LLC | 0.25% | No change | 19,011 | $701K |
| Stordahl Capital Management, Inc. | 0.13% | No change | 19,007 | $701K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 18,865 | $696K |
| Haverford Trust Co | 0.01% | No change | 18,795 | $693K |
| Smithbridge Asset Management Inc. | 0.09% | Reduce -14.6% | 18,654 | $688K |
| WLTH Capital Management, LLC | 0.44% | Reduce -0.9% | 18,576 | $685K |
| Asset Planning Services Inc. /La/ | 0.29% | Reduce -2.1% | 18,541 | $684K |
| Principal Securities, Inc. | 0.01% | Reduce -0.2% | 18,490 | $682K |
| Pachira Investments Inc. | 0.26% | Add +0.3% | 18,390 | $678K |
| Equitable Trust Co. | 0.03% | New | 18,304 | $675K |
| Twele Capital Management, Inc. | 0.11% | Reduce -0.8% | 18,181 | $670K |
| LifePlan Financial, LLC | 0.47% | Reduce -4.4% | 18,117 | $668K |
| Watershed Private Wealth LLC | 0.19% | Reduce -6.5% | 17,967 | $662K |
| Evernest Financial Advisors, LLC | 0.14% | Add +0.3% | 17,964 | $662K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +94.5% | 17,946 | $662K |
| Pinkerton Wealth, LLC | 0.06% | Add +0.1% | 21,181 | $656K |
| Mirador Capital Partners LP | 0.08% | Add +0.6% | 17,784 | $656K |
| Cozad Asset Management Inc. | 0.04% | No change | 17,677 | $652K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -2.7% | 17,539 | $647K |
| Vicus Capital | 0.04% | Reduce -16.4% | 17,424 | $642K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -19.2% | 17,162 | $633K |
| Perissos Private Wealth Management, LLC | 0.43% | Add +1.3% | 17,113 | $631K |
| CWC Advisors, LLC. | 0.28% | Add +1.3% | 17,055 | $629K |
| Continuum Advisory, LLC | 0.05% | Add +0.5% | 17,044 | $628K |
| Financial Concepts Unlimited, Inc. | 0.49% | Add +0.3% | 17,017 | $627K |
| Mendel Capital Management LLC | 0.28% | Reduce -3.8% | 16,880 | $622K |
| PFG Investments, LLC | 0.02% | Add +0.0% | 16,875 | $622K |
| Motive Wealth Advisors | 0.26% | No change | 16,854 | $621K |
| MADDEN SECURITIES Corp | 0.17% | No change | 16,846 | $621K |
| Park Capital Management, LLC / WI | 0.36% | Reduce -7.2% | 16,790 | $619K |
| International Private Wealth Advisors LLC | 0.32% | No change | 16,662 | $614K |
| Front Row Advisors LLC | 0.18% | Add +1.7% | 16,969 | $611K |
| Castle Wealth Management LLC | 0.18% | No change | 16,485 | $608K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +12.7% | 16,309 | $601K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 16,264 | $600K |
| Lodestone Wealth Management LLC | 0.21% | Add +115.0% | 16,008 | $590K |
| GDS Wealth Management | 0.03% | No change | 16,006 | $590K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -0.9% | 15,981 | $589K |
| KPP Advisory Services LLC | 0.07% | Reduce -19.2% | 15,801 | $583K |
| Essential Partners LLC | 0.27% | Add +0.2% | 15,683 | $578K |
| Heritage Trust Co | 0.05% | Reduce -8.5% | 15,646 | $577K |
| Eaton Financial Holdings Company, LLC | 0.16% | Add +33.0% | 15,471 | $570K |
| Vestment Financial LLC | 0.25% | Reduce -6.3% | 15,780 | $565K |
| Bluespring Wealth Management, LLC | 0.01% | New | 15,280 | $563K |
| Keybank National Association | 0.00% | Add +105.7% | 15,265 | $563K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.16% | New | 15,187 | $560K |
| Private Trust Co. NA | 0.04% | No change | 15,106 | $557K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -2.0% | 15,096 | $557K |
| Parkshore Wealth Management, Inc. | 0.16% | Reduce -12.8% | 15,055 | $555K |
| Amara Financial, Llc. | 0.33% | Add +0.3% | 15,043 | $555K |
| Bantamac Capital, LLC | 0.39% | No change | 15,000 | $553K |
| Liberty Capital Management, Inc. | 0.09% | — | 14,900 | $549K |
| Millennium Capital Advisors, LLC | 0.29% | Reduce -4.3% | 14,570 | $537K |
| Scotia Capital Inc. | 0.00% | Add +3.2% | 14,568 | $537K |
| Aspiriant, LLC | 0.01% | Add +2.9% | 14,476 | $534K |
| Ritholtz Wealth Management | 0.01% | No change | 14,297 | $527K |
| Wealthcare Capital Partners, LLC | 0.22% | New | 14,149 | $522K |
| Selective Wealth Management, Inc. | 0.14% | Reduce -7.4% | 14,841 | $519K |
| Patrick M Sweeney & Associates, Inc. | 0.30% | Add +8.5% | 14,057 | $518K |
| Granite Bay Wealth Management, LLC | 0.05% | New | 14,046 | $518K |
| Spire Wealth Management | 0.02% | Reduce -0.2% | 13,881 | $512K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.3% | 13,838 | $510K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.8% | 13,764 | $507K |
| Whelan Financial | 0.14% | Reduce -6.1% | 13,742 | $507K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -8.5% | 13,638 | $503K |
| D.B. Root & Company, LLC | 0.11% | Reduce -1.5% | 13,629 | $503K |
| WASHINGTON TRUST Co | 0.02% | Add +0.5% | 13,583 | $501K |
| Aspire Capital Advisors LLC | 0.10% | Reduce -1.1% | 13,514 | $498K |
| Continental Investors Services, Inc. | 0.39% | Reduce -0.1% | 13,798 | $495K |
| Pitcairn Wealth Advisors LLC | 0.05% | Add +89.5% | 13,319 | $491K |
| Hershey Financial Advisers, LLC | 0.35% | New | 13,219 | $487K |
| First Manhattan Co. Llc. | 0.00% | Add +6.2% | 13,176 | $486K |
| Goldstein Advisors, LLC | 0.04% | No change | 13,043 | $481K |
| Kagan Cocozza Asset Management | 0.30% | Add +0.9% | 12,848 | $474K |
| Bank of Montreal | 0.00% | Reduce -1.4% | 12,816 | $473K |
| Parsons Capital Management Inc. | 0.02% | Add +3.3% | 12,768 | $471K |
| Opus Financial Solutions LLC | 0.38% | Reduce -1.3% | 12,752 | $470K |
| Falcon Wealth Planning | 0.03% | Reduce -4.7% | 12,660 | $467K |
| Curtis Advisory Group, LLC | 0.09% | No change | 12,653 | $467K |
| World Investment Advisors | 0.01% | Reduce -1.1% | 15,041 | $466K |
| Mitchell Capital Management Co. | 0.07% | Add +0.0% | 12,577 | $464K |
| Cambient Family Office, LLC | 0.06% | No change | 12,414 | $458K |
| Firestone Capital Management | 0.09% | Reduce -3.9% | 12,400 | $457K |
| Tilia Fiduciary Partners, Inc. | 0.22% | Reduce -2.1% | 12,375 | $456K |
| NWF Advisory Services Inc. | 0.04% | Add +0.0% | 12,374 | $456K |
| NewEdge Wealth, LLC | 0.00% | Add +0.2% | 12,364 | $456K |
| Meridian Financial Advisors, LLC | 0.22% | Reduce -7.8% | 12,335 | $455K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -3.4% | 12,330 | $455K |
| Kiley Juergens Wealth Management, LLC | 0.07% | Add +0.0% | 12,297 | $453K |
| SVRN Asset Management, LLC | 0.23% | No change | 12,279 | $453K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -2.8% | 12,246 | $451K |
| Harbour Investment Management LLC | 0.23% | No change | 12,164 | $448K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -14.3% | 12,130 | $447K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.6% | 12,075 | $445K |
| Fingerlakes Wealth Management, Inc. | 0.24% | Add +0.2% | 12,060 | $445K |
| Kaizen Financial Strategies | 0.17% | Add +5.5% | 12,146 | $442K |
| Balance Wealth Partners LLC | 0.12% | Reduce -8.7% | 11,904 | $439K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -3.2% | 11,879 | $438K |
| Armbruster Capital Management, Inc. | 0.07% | No change | 11,845 | $437K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 11,735 | $433K |
| Prestige Wealth Management Group LLC | 0.08% | No change | 11,737 | $433K |
| Oakwell Private Wealth Management, LLC | 0.07% | No change | 11,655 | $430K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -46.6% | 11,426 | $421K |
| Cottage Street Advisors LLC | 0.16% | New | 11,405 | $420K |
| Clarity Wealth Advisors, LLC | 0.07% | No change | 11,348 | $418K |
| Elmwood Wealth Management, Inc. | 0.10% | Reduce -0.5% | 11,207 | $413K |
| Chapman Financial Group, LLC | 0.27% | Reduce -6.5% | 11,199 | $413K |
| American Financial Advisors, LLC | 0.05% | Reduce -2.2% | 11,114 | $410K |
| Highland Capital Management, LLC | 0.02% | No change | 11,090 | $409K |
| Keystone Financial Services, LLC | 0.25% | Add +0.1% | 11,080 | $409K |
| GeoWealth Management, LLC | 0.01% | Reduce -44.6% | 11,044 | $407K |
| Meriwether Wealth & Planning, LLC | 0.20% | Add +24.1% | 11,012 | $406K |
| Fort Vancouver Investment Management, LLC | 0.19% | Reduce -2.6% | 10,887 | $401K |
| Balboa Wealth Partners | 0.05% | Add +38.9% | 10,887 | $401K |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 10,852 | $400K |
| Independent Advisor Alliance | 0.01% | Reduce -90.6% | 10,839 | $400K |
| XY Planning Network, Inc. | 0.05% | Add +8.6% | 10,734 | $396K |
| RBA Wealth Management, LLC | 0.15% | Reduce -11.6% | 10,730 | $396K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -23.3% | 10,694 | $394K |
| Berkeley, Inc | 0.12% | Add +0.0% | 10,637 | $392K |
| Altus Wealth Group LLC | 0.14% | Add +0.0% | 10,591 | $390K |
| Paulson Wealth Management Inc. | 0.08% | No change | 10,557 | $389K |
| MBE Wealth Management, LLC | 0.14% | Reduce -15.4% | 10,505 | $387K |
| Romano Brothers and Company | 0.04% | No change | 10,495 | $387K |
| Nuveen, LLC | 0.00% | New | 10,492 | $387K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 10,380 | $383K |
| Mgo One Seven LLC | 0.01% | Add +19.3% | 10,354 | $382K |
| Northern Capital Management, Inc. | 0.16% | Reduce -58.7% | 10,331 | $381K |
| Praetorian Wealth Management, Inc. | 0.07% | Add +0.2% | 10,301 | $380K |
| Diversified Trust Co. | 0.01% | Add +8.4% | 10,280 | $379K |
| Dickmeyer Boyce Financial Management, Inc. | 0.20% | Reduce -4.7% | 10,235 | $377K |
| Guardian Wealth Advisors, LLC | 0.19% | Add +0.4% | 10,224 | $377K |
| Next Capital Management LLC | 0.10% | Add +0.1% | 10,184 | $375K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -12.4% | 10,101 | $372K |
| Strategic Equity Management | 0.12% | Reduce -54.3% | 10,040 | $370K |
| Busey Bank | 0.01% | Reduce -16.9% | 9,936 | $366K |
| Barnett & Company, Inc. | 0.27% | Add +23.6% | 9,891 | $365K |
| First National Bank of Omaha | 0.01% | Reduce -16.7% | 10,000 | $365K |
| Ascension Capital Advisors, Inc. | 0.10% | No change | 9,810 | $362K |
| Bison Wealth, LLC | 0.03% | Add +0.0% | 10,014 | $361K |
| Hamilton Capital, LLC | 0.02% | No change | 9,768 | $360K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -18.5% | 9,762 | $360K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -0.4% | 9,759 | $360K |
| Neuberger Berman Group LLC | 0.00% | No change | 9,750 | $359K |
| FSM Wealth Advisors, LLC | 0.04% | Add +5.0% | 9,744 | $359K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -5.4% | 9,700 | $358K |
| Associated Banc-Corp | 0.01% | New | 9,675 | $357K |
| Everstar Asset Management, LLC | 0.17% | No change | 9,654 | $356K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $356K |
| Florida Trust Wealth Management Co | 0.01% | New | 9,624 | $355K |
| HUB Investment Partners, LLC | 0.01% | Reduce -4.7% | 9,611 | $354K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +1.8% | 9,586 | $353K |
| Old Port Advisors | 0.07% | Add +0.0% | 9,580 | $353K |
| Advisor OS, LLC | 0.02% | Reduce -3.4% | 9,575 | $353K |
| Independent Financial Group, LLC | 0.01% | Add +10.0% | 9,542 | $352K |
| Apeiron RIA LLC | 0.09% | No change | 9,538 | $352K |
| Triton Wealth Management, PLLC | 0.11% | Add +19.4% | 9,968 | $352K |
| Old National Bancorp | 0.01% | Reduce -7.7% | 9,513 | $351K |
| Empower Advisory Group, LLC | 0.00% | Add +5.1% | 9,492 | $350K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -26.3% | 9,427 | $348K |
| Strategic Investment Solutions, Inc. | 0.08% | Add +0.1% | 9,349 | $345K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.0% | 9,340 | $344K |
| Awm Capital, LLC | 0.03% | Add +0.1% | 9,275 | $342K |
| Wetzel Investment Advisors, Inc. | 0.12% | Reduce -0.7% | 9,270 | $342K |
| Albion Financial Group | 0.02% | Reduce -0.5% | 9,221 | $340K |
| Robbins Farley | 0.13% | Add +8.0% | 9,218 | $340K |
| Tandem Investment Partners LLC | 0.26% | Add +5.6% | 9,190 | $339K |
| Beck Mack & Oliver LLC | 0.01% | No change | 9,167 | $338K |
| Ancora Advisors LLC | 0.01% | No change | 9,102 | $336K |
| First National Bank of Mount Dora, Trust Investment Services | 0.07% | No change | 9,000 | $332K |
| American Trust | 0.03% | Add +5.4% | 8,974 | $331K |
| Fca Corp. | 0.08% | Reduce -0.4% | 8,926 | $329K |
| Oppenheimer & Co. Inc. | 0.00% | New | 8,920 | $329K |
| Xxi Wealth, LLC | 0.15% | No change | 8,916 | $329K |
| Princeton Global Asset Management LLC | 0.05% | Add +14.9% | 8,910 | $328K |
| Centaurus Financial, Inc. | 0.01% | Add +0.3% | 8,857 | $327K |
| First Western Trust Bank | 0.02% | New | 8,858 | $327K |
| Clarity Capital Advisors, LLC | 0.14% | Add +0.3% | 8,854 | $326K |
| Winnacle Wealth LLC | 0.22% | Add +30.6% | 8,786 | $324K |
| Sherman Asset Management, Inc. | 0.25% | No change | 8,784 | $324K |
| Directional Asset Management | 0.31% | Add +2.2% | 8,682 | $320K |
| Headinvest, LLC | 0.06% | No change | 8,634 | $318K |
| MOR Wealth Management, LLC | 0.13% | Add +9.0% | 8,566 | $316K |
| Ethic Inc. | 0.00% | New | 8,547 | $315K |
| FSA Advisors, Inc. | 0.14% | New | 8,542 | $315K |
| CoreCap Advisors, LLC | 0.01% | Add +31.0% | 8,417 | $310K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 8,303 | $306K |
| Novare Capital Management LLC | 0.02% | Reduce -8.5% | 8,286 | $305K |
| True Freedom Investing, LLC | 0.02% | No change | 9,849 | $305K |
| Colonial Trust Advisors | 0.02% | Reduce -16.6% | 8,260 | $305K |
| Highline Wealth Partners LLC | 0.06% | New | 8,224 | $303K |
| Citadel Advisors | 0.00% | Reduce -9.5% | 8,212 | $303K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -9.8% | 8,199 | $302K |
| Bullock Wealth Management Group | 0.13% | Reduce -3.8% | 8,302 | $302K |
| Principle Wealth Partners LLC | 0.01% | New | 8,178 | $302K |
| Clayton Financial Group LLC | 0.17% | Reduce -5.0% | 8,096 | $298K |
| Avion Wealth | 0.06% | No change | 8,046 | $296K |
| SLT Holdings LLC | 0.19% | No change | 8,000 | $295K |
| Manning & Napier Advisors LLC | 0.00% | No change | 7,980 | $294K |
| Zacks Investment Management | 0.00% | Reduce -1.4% | 7,959 | $293K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -16.1% | 7,958 | $293K |
| William Mack & Associates, Inc. | 0.10% | New | 7,918 | $292K |
| Family Manage LLC | 0.03% | No change | 7,896 | $291K |
| First National Trust Co | 0.01% | No change | 7,893 | $291K |
| One Day In July LLC | 0.02% | No change | 7,875 | $290K |
| Robinswood Financial LLC | 0.08% | Reduce -2.9% | 7,813 | $288K |
| Heirloom Wealth Management | 0.04% | No change | 7,748 | $286K |
| RMG Wealth Management LLC | 0.03% | No change | 7,843 | $285K |
| American Financial & Tax Strategies Inc. | 0.13% | Reduce -2.3% | 7,704 | $284K |
| Stephens Inc. | 0.00% | Add +0.0% | 7,697 | $284K |
| Verdence Capital Advisors LLC | 0.01% | Add +1.8% | 7,690 | $284K |
| Forum Financial Management, LP | 0.00% | Add +3.7% | 7,684 | $283K |
| LCNB Corp. | 0.09% | No change | 7,680 | $283K |
| BIP Wealth, LLC | 0.01% | Reduce -3.9% | 7,680 | $283K |
| Freestone Capital Holdings, LLC | 0.01% | New | 7,638 | $282K |
| Motco | 0.02% | No change | 7,528 | $278K |
| Osprey Private Wealth LLC | 0.07% | No change | 7,503 | $277K |
| Gaddis Premier Wealth Advisors LLC | 0.17% | New | 7,463 | $275K |
| Contravisory Investment Management, Inc. | 0.05% | Reduce -60.9% | 7,444 | $274K |
| Charles Schwab Trust Co | 0.02% | No change | 7,428 | $274K |
| Act Wealth Management, LLC | 0.08% | Add +0.0% | 7,368 | $272K |
| Peterson Wealth Management | 0.13% | Add +0.3% | 7,360 | $271K |
| Marietta Investment Partners LLC | 0.05% | Add +1.6% | 7,307 | $269K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -1.0% | 7,242 | $267K |
| Raub Brock Capital Management LP | 0.07% | Reduce -39.7% | 7,229 | $267K |
| Peak Asset Management, LLC | 0.04% | New | 7,212 | $266K |
| Aull & Monroe Investment Management Corp | 0.11% | Add +0.2% | 7,178 | $265K |
| Financial Designs Corp | 0.14% | No change | 7,116 | $262K |
| Legacy Financial Strategies, LLC | 0.04% | Add +1.4% | 7,116 | $262K |
| Optima Capital LLC | 0.10% | No change | 7,104 | $262K |
| Westco Advisory Services Inc. | 0.16% | No change | 7,097 | $262K |
| Revisor Wealth Management LLC | 0.06% | Add +0.1% | 7,084 | $261K |
| Topsail Wealth Management, LLC | 0.03% | No change | 7,079 | $261K |
| Human Investing LLC | 0.03% | Reduce -3.2% | 6,986 | $258K |
| Hartline Investment Corp./ | 0.02% | No change | 6,958 | $257K |
| Vanguard Advisers Inc. | 0.00% | Add +31.5% | 6,930 | $256K |
| VestGen Advisors, LLC | 0.01% | Reduce -43.9% | 6,910 | $255K |
| SouthState Bank Corp | 0.01% | Add +0.1% | 6,906 | $255K |
| Capital Investment Counsel, LLC | 0.03% | No change | 6,881 | $254K |
| Carnegie Investment Counsel | 0.01% | New | 6,874 | $253K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.2% | 6,868 | $253K |
| Glaxis Capital Management, LLC | 0.51% | No change | 6,864 | $253K |
| Horst & Graben Wealth Management LLC | 0.03% | Reduce -12.2% | 6,939 | $252K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 6,843 | $252K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 6,790 | $250K |
| Financial Management Network Inc. | 0.04% | Add +0.3% | 7,146 | $250K |
| Procyon Advisors, LLC | 0.01% | No change | 6,773 | $250K |
| Portus Wealth Advisors, LLC | 0.21% | Add +5.5% | 6,768 | $250K |
| Gainplan LLC | 0.10% | New | 6,746 | $249K |
| HT Partners LLC | 0.07% | Reduce -3.6% | 6,743 | $249K |
| Rock Point Advisors, LLC | 0.06% | Reduce -3.3% | 6,698 | $247K |
| Patton Albertson Miller Group, LLC | 0.02% | Reduce -7.0% | 6,683 | $246K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 7,938 | $246K |
| Sun Financial Inc | 0.12% | Add +0.2% | 6,841 | $246K |
| Chesley Taft & Associates LLC | 0.01% | Add +0.0% | 6,645 | $245K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $245K |
| Canandaigua National Bank & Trust Co. | 0.02% | — | 6,630 | $244K |
| CJM Wealth Advisers, Ltd. | 0.06% | No change | 6,618 | $244K |
| Gambit Capital Management, LLC | 0.14% | Reduce -1.4% | 6,598 | $243K |
| Inman Jager Wealth Management, LLC | 0.13% | No change | 6,577 | $242K |
| Tectonic Advisors LLC | 0.01% | Add +0.3% | 6,514 | $240K |
| N.E.W. Advisory Services LLC | 0.02% | Add +1.8% | 6,506 | $240K |
| Investment Partners Asset Management, Inc. | 0.13% | New | 6,450 | $238K |
| Fairfield, Bush & Co. | 0.12% | New | 6,423 | $237K |
| TruNorth Capital Management, LLC | 0.04% | Reduce -1.4% | 6,421 | $237K |
| Capital Investment Advisors, LLC | 0.00% | New | 6,414 | $236K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 6,407 | $236K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 6,404 | $236K |
| Wealthgarden F.S. LLC | 0.13% | Reduce -7.1% | 6,386 | $235K |
| Purus Wealth Management, LLC | 0.06% | New | 6,379 | $235K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 6,293 | $232K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -4.6% | 6,254 | $231K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.11% | New | 6,251 | $230K |
| Pflug Koory, LLC | 0.09% | Add +0.3% | 6,226 | $230K |
| Calton & Associates, Inc. | 0.03% | New | 6,219 | $229K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.08% | — | 6,195 | $228K |
| Ballast Advisors LLC | 0.05% | No change | 6,124 | $226K |
| Round Rock Advisors LLC | 0.03% | New | 6,062 | $224K |
| Arlington Financial Advisors, LLC | 0.03% | New | 6,062 | $224K |
| Madrid Wealth Management, LLC | 0.15% | New | 6,031 | $222K |
| Gotham Asset Management | 0.00% | New | 5,989 | $221K |
| tru Independence LLC | 0.10% | New | 5,971 | $220K |
| Hengehold Capital Management LLC | 0.02% | New | 5,969 | $220K |
| Kathmere Capital Management, LLC | 0.01% | New | 5,934 | $219K |
| Arnold Financial Planning LLC | 0.16% | New | 5,895 | $217K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 5,863 | $216K |
| Thayer Partners, LLC / MA | 0.09% | New | 5,827 | $215K |
| Essex Bank | 0.05% | New | 5,819 | $214K |
| Triad Wealth Partners, LLC | 0.01% | New | 6,042 | $213K |
| Souders Financial Advisors | 0.02% | New | 5,758 | $212K |
| Compass Wealth Management, LLC | 0.08% | New | 5,755 | $212K |
| Stone Summit Wealth LLC | 0.05% | New | 5,749 | $212K |
| Three Magnolias Financial Advisors, LLC | 0.12% | New | 5,705 | $210K |
| Fortis Group Advisors, LLC | 0.03% | Reduce -7.0% | 5,673 | $209K |
| Capital Analysts, LLC | 0.00% | No change | 5,640 | $208K |
| Phocas Financial Corp. | 0.03% | New | 5,637 | $208K |
| SHP Wealth Management | 0.01% | Add +0.2% | 5,612 | $207K |
| Penobscot Investment Management Company, Inc. | 0.01% | New | 5,610 | $207K |
| Perryman Financial Advisory Inc. | 0.03% | Reduce -41.0% | 5,586 | $206K |
| Mayfair Advisory Group, LLC | 0.06% | New | 5,863 | $205K |
| Intrua Financial, LLC | 0.02% | New | 5,546 | $204K |
| Key Financial Inc | 0.03% | Add +8.9% | 5,531 | $204K |
| Smith Salley Wealth Management | 0.01% | New | 5,524 | $204K |
| Unique Wealth, LLC | 0.02% | New | 5,514 | $203K |
| Pettyjohn, Wood & White, Inc. | 0.03% | New | 5,508 | $203K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $200K |
| Fairman Group, LLC | 0.15% | Add +0.1% | 5,188 | $191K |
| NWK Group, Inc. | 0.06% | No change | 5,137 | $189K |
| Bank of New Hampshire | 0.04% | No change | 5,115 | $189K |
| Assetmark, Inc. | 0.00% | Add +20.1% | 4,617 | $170K |
| Davis Capital Management | 0.10% | No change | 4,614 | $170K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 4,593 | $169K |
| Coastline Trust Co | 0.01% | No change | 4,315 | $159K |
| Signaturefd, LLC | 0.00% | No change | 4,247 | $157K |
| Evolution Advisers, Inc. | 0.06% | No change | 4,191 | $154K |
| Bokf, NA | 0.00% | No change | 4,149 | $153K |
| MJT & Associates Financial Advisory Group, Inc. | 0.10% | No change | 3,960 | $146K |
| Palouse Capital Management, Inc. | 0.10% | Add +87.6% | 3,952 | $146K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 3,900 | $144K |
| Russell Investments Group, Ltd. | 0.00% | Add +29.2% | 3,837 | $141K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 3,815 | $141K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 3,768 | $139K |
| SYM FINANCIAL Corp | 0.01% | No change | 3,679 | $136K |
| Bellecapital International Ltd. | 0.02% | New | 3,640 | $134K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,534 | $129K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -0.0% | 3,414 | $126K |
| Wellington-Altus USA Inc. | 0.09% | No change | 4,065 | $126K |
| Operose Advisors LLC | 0.02% | Add +0.3% | 3,326 | $123K |
| Strive Financial Group ,LLC | 0.05% | New | 3,082 | $114K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 3,035 | $112K |
| Arlington Trust Co LLC | 0.01% | No change | 3,000 | $111K |
| Hills Bank & Trust Co | 0.00% | New | 3,000 | $111K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 3,000 | $111K |
| MidFirst Bank | 0.01% | Add +316.2% | 2,926 | $108K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.0% | 2,905 | $107K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 2,880 | $106K |
| Fairway Wealth LLC | 0.02% | Add +0.3% | 2,823 | $104K |
| Bulwark Capital Corp | 0.06% | No change | 2,683 | $99K |
| UMB Bank, n.a. | 0.00% | Add +17.1% | 2,604 | $96K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $94K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,530 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $88K |
| International Assets Investment Management, LLC | 0.01% | Add +96.9% | 2,373 | $86K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -48.0% | 2,307 | $85K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,322 | $84K |
| First Community Trust NA | 0.04% | Reduce -20.7% | 2,266 | $84K |
| REAP Financial Group, LLC | 0.01% | Add +787.1% | 2,262 | $83K |
| Bessemer Group Inc. | 0.00% | New | 2,245 | $83K |
| Hickory Point Bank & Trust | 0.05% | No change | 2,145 | $79K |
| CENTRAL TRUST Co | 0.00% | Add +178.5% | 2,019 | $74K |
| Millstone Evans Group, LLC | 0.04% | No change | 2,004 | $74K |
| Creative Financial Designs Inc. | 0.00% | New | 1,992 | $73K |
| Gilpin Wealth Management, LLC | 0.05% | Reduce -5.0% | 1,900 | $70K |
| Citigroup Inc. | 0.00% | Add +7.8% | 1,899 | $70K |
| Frankly Finances, LLC | 0.06% | No change | 1,890 | $70K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.5% | 1,865 | $69K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -2.4% | 1,854 | $68K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -2.4% | 1,811 | $67K |
| Webster Bank, N. A. | 0.01% | No change | 1,780 | $66K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,700 | $63K |
| Finley Financial, LLC | 0.02% | No change | 1,668 | $61K |
| Glenmede Trust Co. NA | 0.00% | Reduce -63.3% | 1,642 | $61K |
| Financial Management Professionals, Inc. | 0.01% | New | 1,630 | $60K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 1,612 | $59K |
| Tidemark, LLC | 0.01% | No change | 1,476 | $54K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +44.1% | 1,466 | $54K |
| Lanark Financial, Inc. | 0.00% | Add +79.8% | 1,453 | $54K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.3% | 1,430 | $52K |
| Manchester Capital Management LLC | 0.01% | No change | 1,391 | $51K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,399 | $51K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,377 | $51K |
| Roxbury Financial LLC | 0.04% | No change | 1,350 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | Add +3.3% | 1,344 | $50K |
| Creative Capital Management Investments LLC | 0.01% | No change | 1,337 | $49K |
| Glassman Wealth Services | 0.01% | Reduce -0.3% | 1,302 | $48K |
| Colonial Trust Co / SC | 0.01% | Add +315.4% | 1,184 | $44K |
| Zions Bancorporation, National Association | 0.00% | New | 1,136 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -16.5% | 1,126 | $42K |
| Cordant, Inc. | 0.01% | No change | 1,089 | $40K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,073 | $40K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,050 | $39K |
| Basepoint Wealth LLC | 0.02% | No change | 951 | $35K |
| Trust Co. of Vermont | 0.00% | — | 947 | $35K |
| Angeles Wealth Management, LLC | 0.00% | Add +67.1% | 934 | $34K |
| Atwood & Palmer Inc. | 0.00% | Add +0.2% | 897 | $33K |
| Blue Trust, Inc. | 0.00% | Reduce -75.3% | 894 | $33K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +268.0% | 828 | $30K |
| Compass Financial Management LLC | 0.00% | — | 810 | $30K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 791 | $29K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 779 | $29K |
| McGuire Capital Advisors Inc. | 0.02% | Add +503.9% | 767 | $28K |
| Acumen Wealth Advisors, LLC | 0.01% | Reduce -66.7% | 766 | $28K |
| Oakmont Advisory Group, LLC | 0.02% | New | 739 | $27K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $27K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.3% | 697 | $26K |
| Main Street Group, LTD | 0.01% | No change | 642 | $24K |
| GW&K Investment Management, LLC | 0.00% | New | 637 | $23K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $22K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $22K |
| Hurley Capital, LLC | 0.01% | Reduce -77.5% | 587 | $22K |
| JNBA Financial Advisors | 0.00% | New | 585 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -12.1% | 572 | $21K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 540 | $20K |
| Grey Ledge Advisors, LLC | 0.00% | Add +3.3% | 527 | $19K |
| JDM Financial Group LLC | 0.01% | Add +7.7% | 517 | $19K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | Add +247.9% | 487 | $18K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -69.2% | 480 | $18K |
| PlanVest Financial, Inc | 0.01% | New | 478 | $18K |
| 1 North Wealth Services LLC | 0.01% | No change | 475 | $18K |
| St Germain D J Co. Inc. | 0.00% | No change | 450 | $17K |
| National Bank of Canada | 0.00% | No change | 450 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 448 | $17K |
| Synergy Investment Management, LLC | 0.00% | No change | 426 | $16K |
| Dunhill Financial, LLC | 0.00% | No change | 411 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 393 | $14K |
| POM Investment Strategies, LLC | 0.02% | No change | 375 | $14K |
| Horrell Capital Management, Inc. | 0.01% | No change | 360 | $13K |
| RHL Group, LLC | 0.01% | Add +0.3% | 357 | $13K |
| Tompkins Financial Corp. | 0.00% | New | 353 | $13K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.3% | 346 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 340 | $13K |
| Triumph Capital Management | 0.00% | Add +0.3% | 333 | $12K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +212.6% | 297 | $11K |
| Archer Investment Corp | 0.00% | Reduce -72.6% | 295 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 294 | $11K |
| Buck Wealth Strategies, LLC | 0.00% | New | 279 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 273 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 262 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.4% | 245 | $9K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 220 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $8K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $7K |
| Center for Financial Planning, Inc. | 0.00% | New | 168 | $6K |
| Simplex Trading, LLC | 0.00% | Add +92.7% | 158 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 163 | $6K |
| Westside Investment Management, Inc. | 0.00% | New | 150 | $6K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 141 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 132 | $5K |
| Towne Trust Company, N.A | 0.00% | No change | 126 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 108 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 102 | $4K |
| TFC Financial Management, Inc. | 0.00% | New | 81 | $3K |
| EPG Wealth Management LLC | 0.00% | New | 81 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 76 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 73 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 72 | $3K |
| Graney & King, LLC | 0.00% | No change | 66 | $2K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.9% | 65 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 52 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 46 | $2K |
| Pacific Center for Financial Services | 0.00% | Add +8.3% | 39 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 36 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 36 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -95.5% | 35 | $1K |
| Talon Private Wealth, LLC | 0.00% | Reduce -2.9% | 34 | $1K |
| Trust Co | 0.00% | Add +37.5% | 22 | $811 |
| NorthAvenue LLC | 0.00% | New | 16 | $590 |
| Blueline Advisors LLC | 0.00% | No change | 15 | $566 |
| Addison Advisors LLC | 0.00% | Reduce -98.3% | 15 | $554 |
| Quent Capital, LLC | 0.00% | No change | 15 | $553 |
| Toth Financial Advisory Corp. | 0.00% | New | 6 | $222 |
| Abound Wealth Management | 0.00% | No change | 6 | $216 |
| Howe & Rusling Inc. | 0.00% | No change | 5 | $185 |
| Kilter Group LLC | 0.00% | New | 1 | $31 |
"% 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.