Schwab US Large-Cap ValueSCHVETF
13F holders, Q2 2024 (June 30)764holders +10
49new positions
43sold out
3famous investors
$74.33avg. 13F price*
At the end of Q2 2024, 764 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 10 from Q1 2024. 49 opened new positions and 43 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($851.9M) and Mather Group, Llc. ($845.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $92.8M |
| Exits | 43 | $16.4M |
All 13F filers, Q1 2024 → Q2 2024: 4,438,386 shares bought and 2,623,914 shares sold, net +1,814,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Financial Engines Advisors L.L.C. | 3.09% | Reduce -1.8% | 18,645,053 | $1.4B |
| Sei Investments Co. | 1.21% | Add +5.1% | 11,499,907 | $851.9M |
| Mather Group, Llc. | 10.41% | Add +6.0% | 11,127,954 | $845.5M |
| Osaic Holdings, Inc. | 0.78% | Reduce -2.6% | 4,457,686 | $330.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +10.5% | 4,023,662 | $298.1M |
| Avantax Planning Partners, Inc. | 9.57% | Reduce -1.9% | 4,020,474 | $297.8M |
| Wealth Enhancement Advisory Services, LLC | 0.45% | Reduce -6.2% | 2,582,373 | $191.3M |
| Mariner, LLC | 0.35% | Add +2.0% | 2,447,084 | $181.3M |
| Betterment LLC | 0.32% | Reduce -3.0% | 1,650,491 | $122.3M |
| Gemmer Asset Management LLC | 10.61% | Add +4.0% | 1,337,883 | $99.1M |
| Savant Capital, LLC | 0.93% | Reduce -3.2% | 1,252,068 | $92.8M |
| Krilogy Financial LLC | 5.99% | Reduce -0.4% | 1,095,918 | $81.2M |
| LPL Financial LLC | 0.04% | Add +0.4% | 1,084,738 | $80.4M |
| Moneta Group Investment Advisors LLC | 1.20% | Add +1.2% | 1,018,008 | $75.4M |
| Rainey & Randall Wealth Advisors Inc. | 15.94% | Add +1.5% | 907,154 | $67.6M |
| Financial Advisors, LLC | 13.62% | Add +0.3% | 899,034 | $66.6M |
| Mokosak Advisory Group, LLC | 21.66% | Add +0.8% | 884,548 | $65.5M |
| HighTower Advisors, LLC | 0.09% | New | 753,335 | $55.8M |
| Morgan Stanley | 0.00% | Add +3.8% | 671,408 | $49.7M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -1.7% | 647,285 | $48.0M |
| CX Institutional | 2.13% | Add +13.4% | 611,661 | $45.3M |
| Financial Counselors Inc. | 0.71% | Reduce -2.1% | 595,467 | $44.1M |
| UBS Group AG | 0.01% | Reduce -5.3% | 593,329 | $44.0M |
| Bank of America Corp. | 0.00% | Add +4.2% | 575,463 | $42.6M |
| OneDigital Investment Advisors LLC | 0.51% | Reduce -9.4% | 554,866 | $41.1M |
| Summit Wealth & Retirement Planning, Inc. | 13.17% | Add +3.3% | 522,226 | $38.7M |
| Dodds Wealth, LLC | 12.86% | Reduce -2.0% | 444,887 | $32.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.6% | 441,795 | $32.7M |
| GenWealth Group, Inc. | 8.00% | Reduce -0.7% | 438,568 | $32.5M |
| Cetera Investment Advisers | 0.07% | Reduce -5.1% | 410,116 | $30.4M |
| FAS Wealth Partners, Inc. | 2.60% | Reduce -2.2% | 406,629 | $30.1M |
| Focus Financial Network, Inc. | 1.28% | Reduce -1.2% | 388,595 | $30.0M |
| Cooper Financial Group | 4.37% | Add +19.6% | 401,687 | $29.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +3.7% | 400,608 | $29.7M |
| Northern Capital Management, Inc. | 19.80% | Reduce -2.1% | 400,547 | $29.7M |
| HRC Wealth Management, LLC | 19.78% | Add +2.1% | 389,917 | $28.9M |
| Ballast Advisors LLC | 8.97% | Add +0.6% | 381,549 | $28.3M |
| XML Financial, LLC | 2.77% | Add +2.3% | 371,618 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +3.1% | 354,802 | $26.3M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -4.5% | 339,717 | $25.2M |
| Compound Planning, Inc. | 1.86% | Add +75.1% | 339,258 | $25.1M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce -16.8% | 329,670 | $24.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.52% | Reduce -0.5% | 324,800 | $24.1M |
| MAI Capital Management | 0.24% | Add +0.8% | 324,292 | $24.0M |
| Marshall Financial Group Inc. | 7.63% | Add +3.3% | 317,575 | $23.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.1% | 313,679 | $23.2M |
| Black Diamond Financial, LLC | 4.48% | Add +22.3% | 312,884 | $23.2M |
| GHP Investment Advisors, Inc. | 1.14% | Add +0.9% | 307,713 | $22.8M |
| Avantax Advisory Services, Inc. | 0.16% | Add +30.4% | 302,779 | $22.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -8.5% | 301,522 | $22.3M |
| Tradition Wealth Management, LLC | 2.15% | Reduce -10.0% | 299,895 | $22.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +67.8% | 336,125 | $21.2M |
| Sage Financial Group Inc. | 1.76% | Reduce -2.0% | 273,788 | $20.3M |
| Creative Planning | 0.02% | Reduce -1.8% | 270,464 | $20.0M |
| Summit Asset Management, LLC | 2.36% | Add +3.4% | 270,229 | $20.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.6% | 269,480 | $20.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +8.1% | 252,517 | $18.7M |
| Noble Family Wealth, LLC | 4.92% | Reduce -0.0% | 230,755 | $17.1M |
| Denver PWM, LLC | 6.71% | Add +5.3% | 227,060 | $16.8M |
| Ally Invest Advisors Inc. | 1.58% | Add +14.3% | 221,495 | $16.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.46% | Reduce -0.4% | 216,571 | $16.1M |
| Garde Capital, Inc. | 1.11% | Reduce -4.5% | 215,593 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 205,528 | $15.2M |
| Seneca Financial Advisors LLC | 7.85% | Add +1.9% | 204,604 | $15.2M |
| Cape Investment Advisory, Inc. | 6.72% | Reduce -0.3% | 201,928 | $15.0M |
| Mutual Advisors, LLC | 0.45% | Add +0.0% | 192,335 | $14.8M |
| MML Investors Services, LLC | 0.06% | Reduce -0.4% | 192,422 | $14.3M |
| Cornerstone Wealth Advisors, Inc. | 4.21% | Reduce -1.1% | 189,955 | $14.1M |
| Perigon Wealth Management, LLC | 0.39% | Add +1.0% | 182,875 | $13.5M |
| Martel Wealth Advisors LLC | 2.79% | Reduce -1.2% | 175,695 | $13.0M |
| Global Strategic Investment Solutions, LLC | 1.57% | Reduce -0.0% | 175,536 | $13.0M |
| Ethos Financial Group, LLC | 2.31% | Add +3.0% | 174,357 | $13.0M |
| Goepper Burkhardt LLC | 5.79% | Reduce -1.7% | 172,620 | $12.8M |
| Bank Hapoalim BM | 1.84% | New | 168,000 | $12.4M |
| Integrated Advisors Network LLC | 0.61% | Reduce -1.7% | 159,894 | $11.8M |
| LCNB Corp. | 4.41% | Add +3.9% | 159,261 | $11.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.37% | Add +12.6% | 156,637 | $11.6M |
| Bogart Wealth, LLC | 0.55% | Add +6.0% | 146,090 | $10.8M |
| CW Advisors, LLC | 0.17% | Reduce -0.0% | 145,647 | $10.8M |
| USAdvisors Wealth Management, LLC | 3.77% | Reduce -17.2% | 106,241 | $10.7M |
| Retirement Guys Formula LLC | 5.10% | Add +0.6% | 143,645 | $10.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -2.3% | 139,240 | $10.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -38.0% | 134,936 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -9.0% | 127,814 | $9.5M |
| Gill Capital Partners, LLC | 3.59% | Add +2.5% | 125,274 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -10.8% | 124,002 | $9.2M |
| Ackerman Capital Advisors, LLC | 2.39% | Add +11.9% | 121,656 | $9.0M |
| James J. Burns & Company, LLC | 1.73% | Add +40.0% | 118,761 | $8.8M |
| EWG Elevate Inc. | 3.20% | Reduce -0.8% | 118,247 | $8.8M |
| Independent Solutions Wealth Management, LLC | 2.00% | Add +0.4% | 117,896 | $8.7M |
| White Pine Investment CO | 2.52% | Add +1.9% | 115,574 | $8.6M |
| Total Wealth Planning, LLC | 1.38% | Reduce -5.8% | 109,194 | $8.4M |
| Harbor Group, Inc. | 2.15% | Reduce -2.0% | 113,581 | $8.4M |
| Sunbelt Securities, Inc. | 0.85% | Add +7.8% | 111,765 | $8.3M |
| WealthShield Partners, LLC | 1.24% | Reduce -2.7% | 109,428 | $8.2M |
| Weinberger Asset Management, Inc | 3.83% | Reduce -3.0% | 109,660 | $8.1M |
| Capital Planning LLC | 2.41% | Reduce -1.9% | 107,814 | $8.0M |
| Focus Partners Wealth | 0.03% | Add +102.6% | 108,042 | $8.0M |
| Captrust Financial Advisors | 0.03% | Add +0.5% | 107,481 | $8.0M |
| Councilor Wealth, LLC | 4.08% | Reduce -10.8% | 106,750 | $7.9M |
| HBK Sorce Advisory LLC | 0.27% | Reduce -2.2% | 104,662 | $7.8M |
| Opes Wealth Management LLC | 1.60% | Add +0.1% | 103,480 | $7.7M |
| Focus Partners Advisor Solutions, LLC | 0.20% | Reduce -13.2% | 103,144 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 98,937 | $7.3M |
| IVC Wealth Advisors LLC | 4.08% | Reduce -5.7% | 98,428 | $7.3M |
| Rwa Wealth Partners, LLC | 0.10% | Add +1.4% | 97,438 | $7.2M |
| Santori & Peters, Inc. | 3.02% | Reduce -0.4% | 95,367 | $7.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +86.1% | 94,577 | $7.0M |
| Christensen, King & Associates Investment Services, Inc. | 3.45% | Add +0.8% | 94,309 | $7.0M |
| Bishop & Co Investment Management, LLC | 4.23% | Add +8.6% | 94,041 | $7.0M |
| PrairieView Partners, LLC | 0.78% | Reduce -4.2% | 93,539 | $6.9M |
| MIdWestOne Financial Group, Inc. | 1.24% | Add +15.3% | 93,085 | $6.9M |
| Brand Asset Management Group, Inc. | 2.87% | Add +0.6% | 91,731 | $6.8M |
| Courage Miller Partners, LLC | 2.37% | No change | 88,977 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -2.9% | 86,976 | $6.4M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -2.9% | 86,976 | $6.4M |
| Exencial Wealth Advisors, LLC | 0.24% | Add +5.3% | 86,839 | $6.4M |
| Florida Financial Advisors, LLC | 3.80% | Add +0.3% | 85,459 | $6.3M |
| Shepherd Kaplan Krochuk, LLC | 4.98% | Add +3.7% | 85,112 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.33% | Reduce -3.4% | 84,809 | $6.3M |
| Thrive Wealth Management, LLC | 1.22% | Reduce -0.3% | 84,062 | $6.2M |
| ProVise Management Group, LLC | 0.53% | Reduce -32.9% | 83,543 | $6.2M |
| Diversified Portfolios, Inc. | 0.80% | Add +2.8% | 82,314 | $6.1M |
| Berkshire Asset Management LLC | 0.30% | Add +0.7% | 80,851 | $6.0M |
| Cresset Asset Management, LLC | 0.03% | Reduce -1.7% | 80,334 | $6.0M |
| Whitaker-Myers Wealth Managers, LTD. | 2.19% | Add +1010.0% | 80,057 | $5.9M |
| RKL Wealth Management LLC | 0.57% | Reduce -4.9% | 79,656 | $5.9M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -33.2% | 75,810 | $5.6M |
| One Capital Management, LLC | 0.19% | Reduce -4.5% | 75,677 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -12.8% | 75,157 | $5.6M |
| Visionary Wealth Advisors | 0.36% | Reduce -5.0% | 74,993 | $5.6M |
| Ifrah Financial Services, Inc. | 1.56% | Reduce -1.1% | 74,082 | $5.5M |
| Paces Ferry Wealth Advisors, LLC | 3.27% | Reduce -2.1% | 73,224 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.87% | Add +4.2% | 72,832 | $5.4M |
| Safeguard Financial, LLC | 1.49% | Add +15.7% | 72,340 | $5.4M |
| Conning Inc. | 0.20% | Add +164.7% | 71,915 | $5.3M |
| Retireful, LLC | 2.50% | New | 71,652 | $5.3M |
| Lowery Thomas, LLC | 3.82% | Add +1.9% | 70,602 | $5.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.01% | Add +7.6% | 69,747 | $5.2M |
| Glassman Wealth Services | 0.95% | Reduce -1.8% | 69,507 | $5.1M |
| Curtis Advisory Group, LLC | 1.79% | Reduce -0.6% | 68,320 | $5.1M |
| Dravo Bay LLC | 2.80% | Add +4.4% | 68,026 | $5.0M |
| Waverly Advisors, LLC | 0.10% | Add +3.9% | 67,011 | $5.0M |
| Game Plan Financial Advisors, LLC | 2.71% | Add +3.1% | 66,306 | $4.9M |
| Summit Financial, LLC | 0.22% | Add +294.6% | 65,161 | $4.9M |
| Werba Rubin Papier Wealth Management | 1.32% | Reduce -0.1% | 64,665 | $4.8M |
| Newman Dignan & Sheerar, Inc. | 1.22% | Reduce -8.3% | 63,656 | $4.7M |
| Petra Financial Advisors Inc. | 3.37% | Add +3.2% | 63,193 | $4.7M |
| Veery Capital, LLC | 1.89% | Add +39.4% | 63,050 | $4.7M |
| RE Dickinson Investment Advisors, LLC | 2.75% | Add +8.2% | 60,867 | $4.5M |
| SeaCrest Wealth Management, LLC | 0.51% | Add +4.5% | 59,912 | $4.4M |
| Edge Capital Group, LLC | 0.21% | Reduce -1.1% | 59,632 | $4.4M |
| Cahill Financial Advisors Inc. | 0.58% | Reduce -0.5% | 57,522 | $4.3M |
| Affinity Capital Advisors, LLC | 0.88% | Reduce -0.3% | 56,284 | $4.2M |
| Townsquare Capital LLC | 0.06% | Add +5.8% | 56,123 | $4.2M |
| Von Berge Wealth Management Group, LLC | 2.63% | Add +0.6% | 56,120 | $4.1M |
| HB Wealth Management, LLC | 0.05% | Reduce -12.5% | 55,564 | $4.1M |
| Leeward Financial Partners, LLC | 1.64% | Reduce -14.1% | 54,521 | $4.0M |
| Embree Financial Group | 0.78% | Add +1.5% | 54,455 | $4.0M |
| Dakota Wealth Management | 0.10% | Add +21.0% | 54,164 | $4.0M |
| Foster Victor Wealth Advisors, LLC | 0.34% | Reduce -0.5% | 52,051 | $4.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.89% | Reduce -7.9% | 54,025 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Add +8.1% | 53,682 | $4.0M |
| American Financial & Tax Strategies Inc. | 2.06% | Add +0.1% | 52,809 | $3.9M |
| Nadler Financial Group, Inc. | 0.45% | Reduce -3.5% | 52,175 | $3.9M |
| Waterford Advisors, LLC | 1.58% | Add +0.5% | 50,963 | $3.8M |
| Gunma Bank,Ltd. | 3.09% | Reduce -50.0% | 50,000 | $3.7M |
| Blue Bell Private Wealth Management, LLC | 0.76% | Reduce -1.2% | 49,522 | $3.7M |
| ZynergyRetirementPlanningLLC | 2.77% | — | 48,844 | $3.6M |
| Waypoint Capital Advisors, LLC | 0.90% | Reduce -22.8% | 48,628 | $3.6M |
| Everhart Financial Group, Inc. | 0.92% | Add +1.8% | 47,941 | $3.6M |
| Main Street Financial Solutions, LLC | 0.33% | Add +5.4% | 46,729 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.8% | 46,385 | $3.4M |
| Leavell Investment Management, Inc. | 0.19% | Reduce -2.3% | 45,032 | $3.4M |
| Retirement Investment Advisors, Inc. | 0.40% | — | 44,951 | $3.3M |
| Capital Advisors Wealth Management, LLC | 0.66% | Add +0.5% | 44,781 | $3.3M |
| Grant/GrossMendelsohn, LLC | 1.51% | Reduce -1.8% | 44,346 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.36% | Add +3.5% | 44,165 | $3.3M |
| Arbor Trust Wealth Advisors, LLC | 1.69% | Reduce -10.3% | 43,286 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -8.8% | 43,474 | $3.2M |
| Steele Capital Management, Inc. | 0.18% | Reduce -3.3% | 42,859 | $3.2M |
| Quantum Portfolio Management LLC | 1.81% | Add +11.1% | 42,582 | $3.2M |
| Consolidated Portfolio Review Corp | 0.73% | Add +5.0% | 42,326 | $3.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +4.7% | 42,282 | $3.1M |
| FMR LLC | 0.00% | Add +3.9% | 42,045 | $3.1M |
| Altus Wealth Group LLC | 1.55% | Add +4.9% | 41,871 | $3.1M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -6.5% | 41,110 | $3.0M |
| Brandywine Oak Private Wealth LLC | 0.31% | No change | 40,681 | $3.0M |
| Apriem Advisors | 0.37% | Reduce -0.1% | 40,494 | $3.0M |
| DDD Partners, LLC | 0.34% | Reduce -34.8% | 39,911 | $3.0M |
| Grey Fox Wealth Advisors, LLC | 1.03% | Reduce -2.1% | 39,481 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 39,546 | $2.9M |
| Coastwise Capital Group, LLC | 2.81% | Add +3.3% | 39,237 | $2.9M |
| North Star Asset Management Inc. | 0.14% | Reduce -0.1% | 39,197 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -1.5% | 38,667 | $2.9M |
| Compass Advisory Group LLC | 1.24% | Reduce -2.0% | 37,454 | $2.8M |
| Westbourne Investment Advisors, Inc. | 1.01% | Add +10.8% | 37,646 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -8.6% | 37,044 | $2.7M |
| Schaeffer Financial LLC | 2.92% | Reduce -1.1% | 36,337 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -11.9% | 35,976 | $2.7M |
| Barden Capital Management, Inc. | 2.50% | Add +3.1% | 35,800 | $2.7M |
| KPP Advisory Services LLC | 0.69% | Add +10.3% | 35,210 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -1.2% | 35,065 | $2.6M |
| Woodmont Investment Counsel LLC | 0.21% | No change | 34,758 | $2.6M |
| Cedar Wealth Management, LLC | 0.83% | Add +31.9% | 34,692 | $2.6M |
| Hart & Patterson Financial Group LLC | 1.24% | Add +15.0% | 33,663 | $2.5M |
| Cambridge Financial Group, LLC | 1.12% | Add +0.2% | 33,186 | $2.5M |
| Hill Island Financial LLC | 0.80% | Reduce -3.8% | 32,861 | $2.4M |
| Regal Investment Advisors LLC | 0.16% | Add +2.3% | 32,619 | $2.4M |
| Warner Financial, Inc. | 1.18% | Add +4.6% | 32,557 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.91% | Reduce -7.6% | 32,482 | $2.4M |
| Asset Dedication, LLC | 0.17% | Add +0.5% | 32,309 | $2.4M |
| Stonebridge Capital Advisors LLC | 0.21% | Reduce -46.7% | 32,280 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.6% | 31,758 | $2.4M |
| Brown Wealth Management, LLC | 0.94% | Add +0.7% | 31,555 | $2.3M |
| Broadview Financial Management, LLC | 1.70% | Reduce -1.5% | 31,469 | $2.3M |
| Fagan Associates, Inc. | 0.41% | Add +0.8% | 31,373 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.7% | 31,359 | $2.3M |
| Fortress Wealth Management, Inc. | 1.18% | Add +0.1% | 31,253 | $2.3M |
| IHT Wealth Management, LLC | 0.09% | Reduce -27.5% | 31,094 | $2.3M |
| Tudor Investment Corporation | 0.03% | New | 30,418 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.9% | 30,335 | $2.2M |
| Sculati Wealth Management, LLC | 0.96% | Reduce -51.6% | 30,205 | $2.2M |
| Allen Capital Group, LLC | 0.31% | Add +9.8% | 30,133 | $2.2M |
| Berger Financial Group, Inc | 0.18% | Reduce -3.0% | 29,702 | $2.2M |
| Annapolis Financial Services, LLC | 0.71% | No change | 29,652 | $2.2M |
| Evoke Wealth, LLC | 3.22% | No change | 29,430 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.79% | Add +8.7% | 29,319 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +1.4% | 29,291 | $2.2M |
| Joseph Group Capital Management | 1.12% | Add +2.9% | 29,250 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -1.4% | 29,248 | $2.2M |
| Weaver Capital Management LLC | 0.70% | Reduce -3.9% | 29,081 | $2.2M |
| Koshinski Asset Management, Inc. | 0.20% | Reduce -14.6% | 28,887 | $2.1M |
| Acas, LLC | 1.86% | Reduce -4.3% | 27,655 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +15.4% | 28,242 | $2.1M |
| Clearstead Advisors, LLC | 0.04% | Add +927.1% | 28,154 | $2.1M |
| True North Advisors, LLC | 0.56% | Reduce -6.5% | 28,054 | $2.1M |
| Allworth Financial LP | 0.01% | Add +2.8% | 26,994 | $2.1M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -10.2% | 27,531 | $2.0M |
| Alpha Cubed Investments, LLC | 0.10% | Add +3.8% | 27,455 | $2.0M |
| Lido Advisors, LLC | 0.02% | Reduce -3.8% | 27,223 | $2.0M |
| Matthew Goff Investment Advisor, LLC | 0.41% | New | 27,164 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.30% | Reduce -5.0% | 27,086 | $2.0M |
| Duncker Streett & Co. Inc. | 0.38% | Reduce -2.5% | 26,900 | $2.0M |
| Eagle Harbor Asset Management Inc. | 2.10% | Reduce -3.0% | 26,518 | $2.0M |
| Aspen Grove Capital, LLC | 0.46% | No change | 26,140 | $1.9M |
| SIMA Wealth Partners, LLC | 1.82% | — | 25,706 | $1.9M |
| Smith Anglin Financial, LLC | 0.19% | Reduce -2.9% | 25,607 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +4.9% | 25,324 | $1.9M |
| Composition Wealth, LLC | 0.05% | Reduce 0.0% | 25,092 | $1.9M |
| Bleakley Financial Group, LLC | 0.05% | No change | 24,546 | $1.8M |
| Simplicity Wealth,LLC | 0.04% | No change | 24,546 | $1.8M |
| Merriman Wealth Management, LLC | 0.08% | Reduce -0.5% | 24,431 | $1.8M |
| Cassady Schiller Wealth Management, LLC | 0.73% | No change | 24,249 | $1.8M |
| M3 Advisory Group, LLC | 1.47% | Add +7.4% | 24,127 | $1.8M |
| Riversedge Advisors, LLC | 0.43% | Reduce -0.1% | 23,855 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.8% | 23,519 | $1.7M |
| Retirement Planning Group, LLC | 0.11% | Reduce -16.4% | 23,165 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +5.5% | 21,822 | $1.7M |
| Financial Strategies Group, Inc. | 0.42% | Reduce -0.6% | 22,719 | $1.7M |
| Five Oceans Advisors | 0.88% | Reduce 0.0% | 22,582 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -24.4% | 22,387 | $1.7M |
| Financial Advocates Investment Management | 0.10% | Reduce -4.4% | 22,209 | $1.6M |
| Signaturefd, LLC | 0.03% | No change | 22,124 | $1.6M |
| Emerald Advisors, LLC | 0.25% | Reduce -3.3% | 22,020 | $1.6M |
| Tortoise Investment Management, LLC | 0.18% | Add +1.8% | 21,732 | $1.6M |
| Cadence Wealth Management LLC | 1.12% | Add +251.0% | 21,701 | $1.6M |
| Bcwm, LLC | 0.57% | Add +1.7% | 21,468 | $1.6M |
| IFP Advisors, Inc | 0.06% | Reduce -2.6% | 20,919 | $1.5M |
| Columbus Macro, LLC | 0.59% | Reduce -6.3% | 20,760 | $1.5M |
| Elgethun Capital Management | 0.38% | Add +4.2% | 20,514 | $1.5M |
| Parallel Advisors, LLC | 0.04% | Add +1.8% | 20,005 | $1.5M |
| Lederer & Associates Investment Counsel | 1.07% | Reduce -1.1% | 19,927 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.26% | Reduce -0.4% | 19,123 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -8.5% | 18,918 | $1.4M |
| Keel Point, LLC | 0.13% | Reduce -11.6% | 18,439 | $1.4M |
| GW Henssler & Associates Ltd. | 0.08% | Reduce -1.0% | 18,697 | $1.4M |
| Jentner Corp | 0.46% | Reduce -7.0% | 18,641 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -35.3% | 18,483 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +45.8% | 18,402 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +17.1% | 17,976 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.20% | No change | 17,928 | $1.3M |
| Kolinsky Wealth Management, LLC | 0.96% | Add +15.9% | 18,029 | $1.3M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -7.2% | 17,931 | $1.3M |
| Watershed Private Wealth LLC | 0.55% | No change | 17,527 | $1.3M |
| World Investment Advisors | 0.08% | Add +13.4% | 17,020 | $1.3M |
| Koesten, Hirschmann & Crabtree, INC. | 0.79% | No change | 16,293 | $1.2M |
| Altfest L J & Co. Inc. | 0.17% | Reduce -9.6% | 16,692 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,579 | $1.2M |
| Aspiriant, LLC | 0.05% | Reduce -0.1% | 16,364 | $1.2M |
| Creekside Partners | 0.67% | — | 16,252 | $1.2M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -4.0% | 16,218 | $1.2M |
| Long Island Wealth Management, Inc. | 0.84% | Reduce -0.0% | 16,091 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +23.3% | 16,058 | $1.2M |
| CGN Advisors LLC | 0.14% | Add +5.9% | 15,951 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | New | 15,788 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 15,988 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.32% | Add +2.5% | 15,764 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -94.2% | 15,740 | $1.2M |
| Keb Asset Management, LLC | 0.39% | No change | 15,718 | $1.2M |
| Seed Wealth Management, Inc. | 1.01% | Reduce -0.2% | 15,665 | $1.2M |
| Gradient Capital Advisors, LLC | 0.41% | Reduce -3.5% | 15,577 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.55% | Add +19.1% | 15,521 | $1.1M |
| Carolinas Wealth Consulting LLC | 0.22% | Reduce -0.3% | 15,299 | $1.1M |
| Zacks Investment Management | 0.01% | Reduce -3.6% | 15,171 | $1.1M |
| Condor Capital Management | 0.11% | Reduce -0.7% | 15,123 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -7.7% | 14,723 | $1.1M |
| SOL Capital Management CO | 0.13% | Add +0.7% | 14,283 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.9% | 14,247 | $1.1M |
| BCGM Wealth Management, LLC | 0.36% | Reduce -25.4% | 14,106 | $1.0M |
| Knuff & Co LLC | 0.34% | New | 14,016 | $1.0M |
| Money Concepts Capital Corp. | 0.09% | Reduce -0.9% | 13,914 | $1.0M |
| LongView Wealth Management | 0.38% | Reduce -0.6% | 13,866 | $1.0M |
| Guardian Asset Advisors, LLC | 0.75% | Reduce -11.1% | 13,807 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +4.7% | 13,788 | $1.0M |
| Texas Yale Capital Corp. | 0.05% | Reduce -5.3% | 13,761 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.29% | No change | 13,662 | $1.0M |
| CENTRAL TRUST Co | 0.02% | New | 13,500 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.2% | 13,138 | $973K |
| ETF Store, Inc. | 1.00% | Add +10.7% | 13,098 | $970K |
| Theory Financial LLC | 0.46% | Reduce -46.4% | 13,032 | $965K |
| Whitener Capital Management, Inc. | 0.29% | Add +1.2% | 12,984 | $962K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 12,937 | $958K |
| Athena Investment Management | 0.58% | No change | 12,920 | $957K |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -3.7% | 12,868 | $953K |
| Private Capital Management LLC | 0.19% | Reduce -3.0% | 12,703 | $941K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.8% | 12,539 | $929K |
| NewEdge Advisors, LLC | 0.01% | Add +12.2% | 12,493 | $926K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -1.2% | 12,343 | $914K |
| Spire Wealth Management | 0.03% | Reduce -9.2% | 12,256 | $908K |
| Hoey Investments, Inc. | 0.17% | Add +14.2% | 12,241 | $907K |
| Haverford Trust Co | 0.01% | Reduce -4.6% | 12,007 | $889K |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -9.8% | 12,000 | $889K |
| Northwest Capital Management Inc | 0.32% | Reduce -0.4% | 11,910 | $882K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.1% | 11,828 | $881K |
| Silver Oak Securities, Incorporated | 0.13% | Add +17.3% | 11,808 | $875K |
| Bank of Montreal | 0.00% | Reduce -5.4% | 11,557 | $874K |
| NWF Advisory Services Inc. | 0.14% | No change | 11,797 | $874K |
| Joule Financial, LLC | 0.35% | Reduce -1.3% | 11,687 | $871K |
| Bfsg, LLC | 0.11% | Reduce -2.2% | 11,756 | $871K |
| Larson Financial Group LLC | 0.06% | Add +70.5% | 11,629 | $861K |
| Wealthspire Advisors, LLC | 0.01% | No change | 11,519 | $853K |
| Bond & Devick Financial Network, Inc. | 0.45% | No change | 11,435 | $847K |
| ARK & TLK Investments, LLC | 0.31% | No change | 11,350 | $841K |
| Sachetta, LLC | 0.36% | Reduce -1.5% | 10,901 | $838K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 11,295 | $837K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 11,295 | $837K |
| Kovack Advisors, Inc. | 0.09% | New | 11,233 | $832K |
| Chesapeake Wealth Management | 0.30% | Reduce -7.4% | 11,115 | $823K |
| Montag & Caldwell, LLC | 0.17% | Add +0.5% | 11,052 | $819K |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -11.0% | 10,967 | $812K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.9% | 10,962 | $812K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -1.0% | 10,953 | $811K |
| Diversified, LLC | 0.09% | New | 10,855 | $804K |
| Van Strum & Towne Inc. | 0.29% | Add +7.4% | 10,853 | $804K |
| Jackson Creek Investment Advisors LLC | 0.29% | Reduce -0.9% | 10,789 | $799K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 10,679 | $791K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -14.3% | 10,640 | $788K |
| Clayton Financial Group LLC | 0.34% | Add +1.9% | 10,229 | $777K |
| StoneX Group Inc. | 0.06% | No change | 10,419 | $776K |
| Milestone Investment Advisors LLC | 0.20% | Reduce -0.8% | 10,382 | $769K |
| Bernardo Wealth Planning LLC | 0.21% | No change | 10,323 | $765K |
| Meritage Portfolio Management | 0.05% | No change | 10,271 | $761K |
| Equitable Holdings, Inc. | 0.01% | Add +9.9% | 10,268 | $761K |
| NorthCoast Asset Management LLC | 0.01% | Add +44.7% | 10,212 | $758K |
| Burkett Financial Services, LLC | 0.39% | No change | 10,179 | $754K |
| Red Door Wealth Management, LLC | 0.13% | No change | 10,177 | $754K |
| Choreo, LLC | 0.01% | Reduce -11.4% | 10,184 | $751K |
| CM Wealth Advisors LLC | 0.35% | No change | 10,022 | $747K |
| D.A. Davidson & Co. | 0.01% | No change | 10,029 | $743K |
| Quadrant Private Wealth Management, LLC | 0.17% | New | 9,869 | $735K |
| Aire Advisors, LLC | 0.17% | Reduce -2.5% | 9,969 | $731K |
| Econ Financial Services Corp | 0.45% | Add +2.9% | 9,766 | $723K |
| Grey Ledge Advisors, LLC | 0.20% | Add +0.6% | 9,743 | $722K |
| Kelleher Financial Advisors | 0.30% | No change | 9,740 | $722K |
| Atlas Capital Advisors Inc. | 0.09% | No change | 9,729 | $721K |
| Ironwood Financial, llc | 0.16% | Reduce -1.7% | 9,688 | $718K |
| WBH Advisory Inc. | 0.07% | Reduce -44.9% | 9,627 | $713K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.20% | New | 9,556 | $712K |
| Marquette Asset Management, LLC | 0.12% | No change | 9,590 | $710K |
| UMB Bank, n.a. | 0.01% | No change | 9,574 | $709K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.1% | 9,552 | $708K |
| Greenleaf Trust | 0.01% | No change | 9,550 | $707K |
| Brighton Jones LLC | 0.02% | Add +1.7% | 9,543 | $707K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -0.7% | 9,252 | $685K |
| Pegasus Partners Ltd. | 0.07% | No change | 9,131 | $676K |
| Advisory Services & Investments, LLC | 0.46% | Reduce -2.4% | 8,962 | $664K |
| Capital Insight Partners, LLC | 0.12% | Add +1.2% | 8,930 | $662K |
| Formidable Asset Management, LLC | 0.11% | New | 8,792 | $651K |
| Well Done, LLC | 0.13% | No change | 8,755 | $649K |
| NorthStar Asset Management LLC | 0.45% | Add +1.3% | 8,727 | $646K |
| Myecfo, LLC | 0.37% | Add +6.1% | 8,703 | $645K |
| Gray Wealth Management Inc. | 0.28% | No change | 8,617 | $638K |
| Smart Portfolios, LLC | 0.64% | Add +3.7% | 8,595 | $637K |
| Verum Partners LLC | 0.20% | Reduce -0.6% | 8,384 | $621K |
| WNY Asset Management, LLC | 0.08% | No change | 8,354 | $619K |
| Comerica Bank | 0.00% | Reduce -10.3% | 8,335 | $617K |
| Simon Quick Advisors, LLC | 0.04% | No change | 8,222 | $609K |
| MidAtlantic Capital Management, Inc. | 0.51% | No change | 8,214 | $608K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +5.5% | 8,152 | $604K |
| Basepoint Wealth LLC | 0.47% | Add +6.6% | 8,100 | $600K |
| Alliance Wealth Management Group | 0.17% | Reduce -0.5% | 8,079 | $598K |
| Towercrest Capital Management | 0.10% | Reduce -0.5% | 8,079 | $598K |
| New Hampshire Trust | 0.14% | Add +25.4% | 8,076 | $598K |
| Everett Harris & Co. | 0.01% | Add +2.5% | 8,055 | $597K |
| Fortitude Advisory Group L.L.C. | 0.35% | Reduce -1.6% | 7,985 | $592K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -21.9% | 7,895 | $585K |
| SkyOak Wealth, LLC | 0.14% | Reduce -0.5% | 7,889 | $584K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -21.2% | 7,880 | $583K |
| Lantz Financial LLC | 0.18% | No change | 7,870 | $583K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -4.8% | 7,816 | $579K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -5.2% | 7,706 | $571K |
| Fonville Wealth Management LLC | 0.22% | Reduce -1.9% | 7,618 | $567K |
| FinDec Wealth Services, Inc. | 0.35% | Add +0.9% | 7,438 | $551K |
| Plancorp, LLC | 0.02% | No change | 7,435 | $551K |
| Old National Bancorp | 0.01% | No change | 7,424 | $550K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -76.6% | 7,408 | $549K |
| Fort Point Capital Partners LLC | 0.07% | New | 7,373 | $546K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 7,362 | $545K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -2.1% | 7,347 | $544K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 7,186 | $532K |
| Greenwood Gearhart LLC | 0.05% | Reduce -1.6% | 7,176 | $532K |
| Stone Summit Wealth LLC | 0.19% | Reduce -2.9% | 7,029 | $521K |
| Vawter Financial, Ltd. | 0.36% | No change | 6,990 | $518K |
| Creative Financial Designs Inc. | 0.05% | Reduce -19.1% | 6,977 | $517K |
| Clear Investment Research, LLC | 0.67% | No change | 6,927 | $513K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -4.2% | 6,901 | $511K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -1.0% | 6,847 | $507K |
| Mayfair Advisory Group, LLC | 0.34% | No change | 6,669 | $506K |
| Smith Salley Wealth Management | 0.04% | No change | 6,816 | $505K |
| Blue Barn Wealth, LLC | 0.28% | Add +12.2% | 6,790 | $503K |
| Family Asset Management, LLC | 0.32% | Reduce -57.6% | 6,687 | $495K |
| Donaldson Capital Management, LLC | 0.02% | New | 6,675 | $494K |
| Cedrus LLC | 0.25% | New | 6,638 | $492K |
| Gilbert & Cook, Inc. | 0.07% | No change | 6,621 | $490K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Reduce -5.7% | 6,588 | $488K |
| Prism Advisors, Inc. | 0.15% | No change | 6,542 | $485K |
| Zhang Financial LLC | 0.03% | No change | 6,538 | $484K |
| Columbia Advisory Partners LLC | 0.47% | Reduce -32.7% | 6,513 | $482K |
| Center for Financial Planning, Inc. | 0.07% | No change | 6,511 | $482K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 6,360 | $471K |
| Marotta Asset Management | 0.10% | Reduce -11.3% | 6,302 | $465K |
| Sage Mountain Advisors LLC | 0.04% | No change | 6,241 | $462K |
| Savvy Advisors, Inc. | 0.15% | New | 6,138 | $455K |
| WMG Financial Advisors, LLC | 0.24% | Reduce -2.0% | 6,120 | $453K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 6,000 | $445K |
| Wealth Group, Ltd. | 0.32% | Reduce -1.5% | 5,970 | $442K |
| Avior Wealth Management, LLC | 0.02% | Add +15.6% | 5,950 | $441K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +0.6% | 5,939 | $440K |
| WESCAP Management Group, Inc. | 0.12% | No change | 5,929 | $439K |
| Atria Investments, Inc | 0.01% | New | 5,921 | $439K |
| CIC Wealth, LLC | 0.12% | No change | 5,884 | $436K |
| SageView Advisory Group, LLC | 0.03% | New | 5,857 | $434K |
| Carret Asset Management, LLC | 0.05% | No change | 5,826 | $432K |
| Klingman & Associates, LLC | 0.03% | Reduce -7.5% | 5,815 | $431K |
| Goldstein Advisors, LLC | 0.07% | No change | 5,800 | $430K |
| American Investment Services, Inc. | 0.08% | No change | 5,750 | $426K |
| Arkadios Wealth Advisors | 0.03% | Add +105.1% | 5,748 | $426K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.7% | 5,670 | $420K |
| Mengis Capital Management, Inc. | 0.09% | Reduce -15.7% | 5,646 | $418K |
| Wealthspan Partners, LLC | 0.23% | Add +28.1% | 5,594 | $414K |
| Diversified Investment Strategies, LLC | 0.29% | Add +6.0% | 5,573 | $413K |
| Resurgent Financial Advisors LLC | 0.25% | Reduce -61.9% | 5,475 | $406K |
| TrinityPoint Wealth, LLC | 0.06% | No change | 5,435 | $403K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.6% | 5,423 | $402K |
| Princeton Global Asset Management LLC | 0.09% | No change | 5,416 | $401K |
| Avity Investment Management Inc. | 0.03% | Reduce -19.9% | 5,383 | $399K |
| Vanguard Capital Wealth Advisors | 0.27% | Add +73.7% | 5,366 | $398K |
| Schrum Private Wealth Management LLC | 0.36% | No change | 5,361 | $397K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -4.7% | 5,341 | $396K |
| Bridges Investment Management Inc. | 0.01% | No change | 5,320 | $394K |
| Chicago Partners Investment Group LLC | 0.02% | Add +9.1% | 5,119 | $394K |
| TruNorth Capital Management, LLC | 0.13% | Reduce -1.1% | 5,295 | $392K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.4% | 5,258 | $390K |
| Lakeridge Wealth Management LLC | 0.23% | Reduce -1.5% | 5,248 | $389K |
| Hirtle & Co., LLC | 0.02% | New | 5,239 | $388K |
| Vident Advisory, LLC | 0.01% | New | 5,204 | $386K |
| Roundview Capital LLC | 0.03% | Reduce -0.4% | 5,172 | $383K |
| Moneco Advisors, LLC | 0.06% | Reduce -1.5% | 5,108 | $378K |
| Waterloo Capital, L.P. | 0.04% | No change | 5,064 | $375K |
| Sachem Hill LLC | 0.08% | Add +65.5% | 5,046 | $374K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Reduce -24.9% | 5,023 | $372K |
| Intrua Financial, LLC | 0.06% | No change | 5,004 | $371K |
| Soltis Investment Advisors LLC | 0.04% | No change | 5,000 | $370K |
| LifeSteps Financial, Inc. | 0.30% | Reduce -2.2% | 4,967 | $368K |
| Schwallier Wealth Management LLC | 0.30% | Reduce -51.5% | 4,936 | $366K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -12.2% | 4,729 | $350K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -9.9% | 4,668 | $346K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 4,651 | $345K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 4,650 | $344K |
| Cascade Investment Advisors, Inc. | 0.23% | Add +1.0% | 4,641 | $344K |
| Geneos Wealth Management Inc. | 0.02% | Add +28.1% | 4,605 | $341K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 4,569 | $341K |
| RFG Advisory, LLC | 0.01% | Reduce -43.3% | 4,581 | $339K |
| True Vision MN LLC | 0.22% | No change | 4,519 | $337K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -0.1% | 4,410 | $336K |
| International Assets Investment Management, LLC | 0.03% | Reduce -14.4% | 4,522 | $335K |
| Kades & Cheifetz LLC | 0.21% | No change | 4,482 | $332K |
| Associated Banc-Corp | 0.01% | No change | 4,482 | $332K |
| Mirador Capital Partners LP | 0.06% | Add +4.1% | 4,454 | $330K |
| Tenret Co LLC | 0.23% | No change | 4,447 | $329K |
| TBH Global Asset Management, LLC | 0.07% | Add +20.4% | 4,444 | $329K |
| My Legacy Advisors, LLC | 0.10% | Reduce -8.2% | 4,407 | $326K |
| Westmount Partners, LLC | 0.11% | No change | 4,426 | $326K |
| Millennium Capital Advisors, LLC | 0.22% | Reduce -2.2% | 4,403 | $326K |
| Colton Groome Financial Advisors, LLC | 0.13% | Reduce -4.0% | 4,374 | $324K |
| Mayport, LLC | 0.11% | Reduce -15.2% | 4,342 | $322K |
| Sigma Planning Corp | 0.01% | Add +1.8% | 4,318 | $320K |
| Geometric Wealth Advisors | 0.07% | Add +0.5% | 4,289 | $318K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 4,272 | $316K |
| Austin Asset Management Co Inc | 0.07% | No change | 4,253 | $315K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -2.2% | 4,193 | $311K |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.3% | 4,149 | $307K |
| United Advisor Group, LLC | 0.10% | Add +9.2% | 4,133 | $306K |
| Janiczek Wealth Management, LLC | 0.06% | Reduce -1.4% | 4,128 | $306K |
| Ignite Planners, LLC | 0.07% | Reduce -6.3% | 4,131 | $306K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 4,122 | $305K |
| Bell Investment Advisors, Inc | 0.06% | Add +45700.0% | 4,122 | $305K |
| Ieq Capital, LLC | 0.00% | No change | 4,120 | $305K |
| Hengehold Capital Management LLC | 0.03% | Reduce -0.1% | 4,107 | $304K |
| Elm Partners Management LLC | 0.02% | No change | 4,095 | $303K |
| FSA Advisors, Inc. | 0.32% | Add +1.8% | 4,091 | $303K |
| Citadel Advisors | 0.00% | Reduce -86.7% | 4,088 | $303K |
| Independent Advisor Alliance | 0.01% | Reduce -14.6% | 4,078 | $302K |
| Allied Investment Advisors, LLC | 0.07% | Add +0.2% | 4,051 | $300K |
| Ahl Investment Management, Inc. | 0.22% | No change | 4,038 | $299K |
| Truepoint, Inc. | 0.01% | Reduce -2.7% | 4,020 | $298K |
| Beck Mack & Oliver LLC | 0.01% | No change | 3,999 | $296K |
| Members Trust Co | 0.01% | New | 3,987 | $295K |
| Acropolis Investment Management, LLC | 0.02% | No change | 3,978 | $295K |
| Stewardship Advisors, LLC | 0.10% | New | 3,950 | $293K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -93.6% | 3,946 | $292K |
| Ami Investment Management Inc. | 0.10% | Add +10.2% | 3,929 | $291K |
| Renaissance Technologies | 0.00% | Reduce -93.6% | 3,900 | $289K |
| Parkside Financial Bank & Trust | 0.05% | No change | 3,900 | $289K |
| Hardin Capital Partners, LLC | 0.19% | — | 3,894 | $288K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -32.4% | 3,892 | $288K |
| RBA Wealth Management, LLC | 0.11% | Reduce -8.5% | 3,826 | $283K |
| Waterfront Wealth Inc. | 0.08% | Reduce -18.3% | 3,818 | $283K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 3,800 | $282K |
| TriaGen Wealth Management LLC | 0.11% | No change | 3,774 | $280K |
| First Western Trust Bank | 0.01% | No change | 3,768 | $279K |
| Quarry Hill Advisors, LLC | 0.19% | Add +0.2% | 3,756 | $278K |
| Crescent Sterling, Ltd. | 0.27% | Reduce -6.8% | 3,754 | $278K |
| Cambridge Advisors Inc. | 0.06% | Reduce -2.2% | 3,749 | $278K |
| One Charles Private Wealth Services, LLC | 0.12% | Reduce -13.6% | 3,743 | $277K |
| Strategic Blueprint, LLC | 0.02% | New | 3,732 | $276K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,729 | $276K |
| Emprise Bank | 0.17% | No change | 3,720 | $276K |
| Chapin Davis, Inc. | 0.09% | No change | 3,701 | $274K |
| PFG Advisors | 0.02% | Add +16.4% | 3,688 | $273K |
| Continuum Advisory, LLC | 0.04% | Reduce -10.1% | 3,660 | $271K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.3% | 3,644 | $270K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,631 | $269K |
| Landaas & Co. /Wi | 0.08% | No change | 3,620 | $268K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -43.5% | 3,570 | $264K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -16.6% | 3,564 | $264K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -30.3% | 3,562 | $264K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 3,551 | $263K |
| Oarsman Capital, Inc. | 0.06% | Add +30.0% | 3,544 | $263K |
| FF Advisors,LLC | 0.18% | New | 3,520 | $261K |
| Founders Financial Securities LLC | 0.02% | New | 3,490 | $259K |
| Abacus Planning Group, Inc. | 0.05% | No change | 3,476 | $258K |
| Morris Financial Concepts, Inc. | 0.12% | Reduce -27.2% | 3,474 | $257K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -3.5% | 3,460 | $256K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -1.1% | 3,447 | $255K |
| Clark Asset Management, LLC | 0.07% | No change | 3,444 | $255K |
| Bank of New York Mellon Corp | 0.00% | New | 3,438 | $255K |
| Investments & Financial Planning, LLC | 0.17% | Reduce -0.7% | 3,403 | $252K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -2.4% | 3,368 | $249K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | Reduce -8.3% | 3,332 | $247K |
| Curi Capital, LLC | 0.01% | Reduce -0.6% | 3,331 | $247K |
| Shearwater Capital LLC | 0.18% | No change | 3,331 | $247K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 3,290 | $244K |
| Forza Wealth Management, LLC | 0.12% | No change | 3,256 | $241K |
| Bensler, LLC | 0.03% | No change | 3,238 | $240K |
| Darden Wealth Group Inc | 0.14% | New | 3,236 | $240K |
| Principal Securities, Inc. | 0.01% | Reduce -1.6% | 3,216 | $238K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.5% | 3,200 | $237K |
| IAG Wealth Partners, LLC | 0.05% | Reduce -4.1% | 3,190 | $236K |
| Aspen Investment Management Inc | 0.12% | Add +3.3% | 3,180 | $236K |
| Strategic Investment Solutions, Inc. | 0.08% | — | 3,581 | $236K |
| GS Investments, Inc. | 0.11% | Reduce -7.6% | 3,160 | $234K |
| Mission Wealth Management, LP | 0.01% | Reduce -36.8% | 3,159 | $234K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.1% | 3,158 | $234K |
| CRA Financial Services, LLC | 0.05% | Reduce -13.6% | 3,158 | $234K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -3.0% | 3,115 | $232K |
| Lynx Investment Advisory | 0.17% | — | 3,094 | $229K |
| Fort Vancouver Investment Management, LLC | 0.22% | — | 3,029 | $224K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -20.4% | 3,028 | $224K |
| Apella Capital, LLC | 0.01% | No change | 3,008 | $223K |
| Firestone Capital Management | 0.06% | No change | 2,990 | $221K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -11.9% | 2,984 | $221K |
| Assetmark, Inc. | 0.00% | Reduce -35.0% | 2,977 | $221K |
| Security National Bank of So Dak | 0.13% | No change | 2,961 | $219K |
| JFS Wealth Advisors, LLC | 0.02% | Add +3.6% | 2,960 | $219K |
| Wintrust Investments LLC | 0.02% | No change | 2,936 | $218K |
| GAMMA Investing LLC | 0.03% | Add +226.8% | 2,925 | $217K |
| PBMares Wealth Management LLC | 0.05% | No change | 2,907 | $215K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,881 | $214K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -10.9% | 2,887 | $214K |
| Front Row Advisors LLC | 0.07% | Add +13.3% | 2,846 | $212K |
| Leo Wealth, LLC | 0.02% | New | 2,866 | $211K |
| Aprio Wealth Management, LLC | 0.04% | New | 2,849 | $211K |
| Robinson Smith Wealth Advisors LLC | 0.19% | No change | 2,838 | $210K |
| Matisse Capital | 0.10% | Reduce -1.1% | 2,835 | $210K |
| Strategic Wealth Investment Group, LLC | 0.03% | — | 2,843 | $210K |
| Brickley Wealth Management | 0.05% | Add +0.5% | 2,799 | $207K |
| New Century Financial Group, LLC | 0.09% | New | 2,793 | $207K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 2,776 | $206K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 2,767 | $205K |
| Balanced Rock Investment Advisors LLC | 0.17% | Reduce -33.0% | 2,766 | $205K |
| Lutz Financial Services LLC | 0.02% | No change | 2,759 | $204K |
| Essex LLC | 0.05% | No change | 2,757 | $204K |
| Focused Wealth Management, Inc | 0.03% | Reduce -1.8% | 2,756 | $204K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 2,745 | $203K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -5.0% | 2,733 | $202K |
| Anchor Investment Management, LLC | 0.02% | Add +4.0% | 2,717 | $201K |
| William Howard & Co Financial Advisors Inc | 0.19% | No change | 2,711 | $201K |
| Park Avenue Securities LLC | 0.00% | Reduce -84.2% | 2,712 | $201K |
| Synergy Financial Group, LTD | 0.21% | Reduce -1.2% | 2,701 | $200K |
| Advocate Group LLC | 0.04% | No change | 2,700 | $200K |
| AlphaCore Capital LLC | 0.05% | Add +11.7% | 2,643 | $197K |
| Centaurus Financial, Inc. | 0.01% | Add +5.8% | 2,573 | $191K |
| Capital Analysts, LLC | 0.01% | Add +108.7% | 2,513 | $186K |
| Cutler Capital Management, LLC | 0.09% | Reduce -17.9% | 2,436 | $180K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.0% | 2,406 | $178K |
| Planning Capital Management Corp | 0.12% | No change | 2,347 | $174K |
| GoalVest Advisory LLC | 0.05% | No change | 2,291 | $170K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -44.6% | 2,134 | $159K |
| Chilton Capital Management LLC | 0.01% | No change | 2,133 | $158K |
| West Paces Advisors Inc. | 0.04% | No change | 2,100 | $156K |
| Missouri Trust & Investment Co | 0.05% | Reduce -8.3% | 1,940 | $144K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,886 | $140K |
| Robbins Farley | 0.07% | No change | 1,883 | $139K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,763 | $131K |
| Bruce G. Allen Investments, LLC | 0.11% | No change | 1,759 | $130K |
| NorthRock Partners, LLC | 0.00% | No change | 1,694 | $126K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,690 | $125K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,593 | $118K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -29.8% | 1,544 | $114K |
| Raffa Wealth Management, LLC | 0.03% | No change | 1,540 | $114K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.6% | 1,487 | $110K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,477 | $109K |
| Signature Resources Capital Management, LLC | 0.09% | Reduce -1.9% | 1,465 | $109K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,443 | $107K |
| Raleigh Capital Management Inc. | 0.05% | No change | 1,435 | $106K |
| TD Capital Management LLC | 0.01% | No change | 1,428 | $106K |
| SRH Advisors, LLC | 0.03% | No change | 1,380 | $102K |
| BlackRock Inc. | 0.00% | Add +2.5% | 1,380 | $102K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -9.6% | 1,256 | $93K |
| Citizens National Bank Trust Department | 0.02% | No change | 1,200 | $89K |
| Blue Trust, Inc. | 0.00% | Add +51.9% | 1,148 | $87K |
| Evensky & Katz LLC | 0.01% | No change | 1,175 | $87K |
| Howe & Rusling Inc. | 0.01% | No change | 1,113 | $82K |
| Aspire Private Capital, LLC | 0.02% | No change | 1,112 | $82K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -13.6% | 1,026 | $76K |
| WASHINGTON TRUST Co | 0.00% | Add +2785.7% | 1,010 | $75K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,000 | $74K |
| Smartleaf Asset Management LLC | 0.01% | Add +53.9% | 954 | $71K |
| Kozak & Associates, Inc. | 0.02% | Add +0.7% | 933 | $69K |
| Ancora Advisors LLC | 0.00% | No change | 923 | $68K |
| JNBA Financial Advisors | 0.01% | No change | 911 | $67K |
| Baldwin Wealth Partners LLC | 0.01% | Add +7.8% | 893 | $66K |
| Halpern Financial, Inc. | 0.02% | Reduce -6.4% | 871 | $65K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +98.0% | 776 | $57K |
| Horizon Financial Services, LLC | 0.04% | No change | 748 | $55K |
| Caldwell Trust Co | 0.01% | No change | 745 | $55K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 736 | $55K |
| Citigroup Inc. | 0.00% | Reduce -22.9% | 691 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 680 | $50K |
| Gradient Investments LLC | 0.00% | Reduce -0.1% | 676 | $50K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 668 | $49K |
| Beacon Capital Management, LLC | 0.01% | No change | 594 | $44K |
| Valley National Advisers Inc. | 0.01% | Add +138.8% | 597 | $44K |
| Mitchell Sinkler & Starr | 0.01% | Add +12.0% | 560 | $43K |
| Fortitude Family Office, LLC | 0.02% | No change | 539 | $40K |
| Ridgewood Investments LLC | 0.02% | New | 524 | $39K |
| Key Financial Inc | 0.01% | No change | 523 | $39K |
| Glenmede Trust Co. NA | 0.00% | New | 520 | $39K |
| Briaud Financial Planning Inc | 0.02% | No change | 519 | $38K |
| Blume Capital Management, Inc. | 0.01% | No change | 500 | $37K |
| EnRich Financial Partners LLC | 0.01% | No change | 489 | $36K |
| Olistico Wealth, LLC | 0.02% | New | 484 | $36K |
| NWK Group, Inc. | 0.01% | No change | 472 | $35K |
| Versant Capital Management, Inc | 0.01% | No change | 468 | $35K |
| CVA Family Office, LLC | 0.01% | No change | 459 | $34K |
| Mascoma Wealth Management LLC | 0.01% | No change | 445 | $33K |
| Family Capital Trust Co | 0.01% | No change | 433 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 425 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 411 | $30K |
| McIlrath & Eck, LLC | 0.00% | No change | 399 | $30K |
| Jackson Hole Capital Partners, LLC | 0.01% | Reduce -7.1% | 390 | $29K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -48.5% | 386 | $29K |
| WFA of San Diego, LLC | 0.02% | — | 370 | $27K |
| First PREMIER Bank | 0.01% | No change | 345 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -67.7% | 348 | $26K |
| Dagco, Inc. | 0.01% | No change | 347 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 332 | $25K |
| ORG Partners LLC | 0.00% | New | 304 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 297 | $22K |
| Main Street Group, LTD | 0.01% | Reduce -10.0% | 298 | $22K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 292 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -20.8% | 286 | $21K |
| Clear Point Advisors Inc. | 0.02% | No change | 257 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 220 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | — | 205 | $15K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -95.6% | 194 | $14K |
| Venturi Wealth Management, LLC | 0.00% | New | 186 | $14K |
| Emfo, LLC | 0.01% | No change | 184 | $14K |
| Tyler-Stone Wealth Management | 0.01% | No change | 178 | $13K |
| Stephens Consulting, LLC | 0.00% | Add +11.3% | 178 | $13K |
| Sandy Spring Bank | 0.00% | Reduce -70.6% | 177 | $13K |
| M&R Capital Management Inc. | 0.00% | No change | 168 | $12K |
| Thompson Investment Management, Inc. | 0.00% | No change | 165 | $12K |
| JDM Financial Group LLC | 0.01% | No change | 161 | $12K |
| SYM FINANCIAL Corp | 0.00% | New | 159 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 150 | $11K |
| AlphaMark Advisors, LLC | 0.00% | No change | 150 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 142 | $11K |
| Archer Investment Corp | 0.00% | No change | 136 | $10K |
| Carolina Wealth Advisors, LLC | 0.00% | Add +4.8% | 131 | $10K |
| West Oak Capital, LLC | 0.00% | New | 130 | $10K |
| Private Trust Co. NA | 0.00% | Add +20.6% | 129 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 125 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 118 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $8K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 100 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 100 | $7K |
| Park Place Capital Corp | 0.00% | Reduce -72.8% | 94 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.2% | 91 | $7K |
| Nemes Rush Group LLC | 0.00% | Reduce -49.4% | 89 | $7K |
| LRI Investments, LLC | 0.00% | No change | 87 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 78 | $6K |
| American Capital Advisory, LLC | 0.00% | No change | 83 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -14.4% | 77 | $6K |
| Hershey Financial Advisers, LLC | 0.01% | — | 77 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 75 | $6K |
| New Millennium Group LLC | 0.00% | New | 70 | $5K |
| SouthState Bank Corp | 0.00% | No change | 67 | $5K |
| Arax Advisory Partners | 0.00% | No change | 64 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 51 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 45 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 38 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 36 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 33 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 31 | $2K |
| Abound Wealth Management | 0.00% | No change | 29 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -22.9% | 27 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 18 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 16 | $1K |
| Strategic Financial Concepts, LLC | 0.00% | New | 90,282 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 20 | $1K |
| Balefire, LLC | 0.00% | No change | 13 | $963 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $741 |
| Integrity Financial Corp | 0.00% | No change | 6 | $444 |
| Godsey & Gibb, Inc. | 0.00% | No change | 5 | $371 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $307 |
| Founders Financial Alliance, LLC | 0.00% | No change | 4 | $296 |
| Morling Financial Advisors, LLC | 0.00% | Reduce -99.0% | 4 | $266 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $119 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1 | $76 |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 2 | $74 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $74 |
"% of holder's portfolio" is SCHV's weight in each manager's 13F, not the share of Schwab US Large-Cap Value the manager owns.