Schwab US Large-Cap ValueSCHVETF
13F holders, Q3 2024 (September 30)788holders +24
55new positions
38sold out
4famous investors
$76.93avg. 13F price*
At the end of Q3 2024, 788 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 24 from Q2 2024. 55 opened new positions and 38 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($975.2M) and Mather Group, Llc. ($863.6M). 4 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $29.1M |
| Exits | 38 | $17.7M |
All 13F filers, Q2 2024 → Q3 2024: 9,642,483 shares bought and 3,013,073 shares sold, net +6,629,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Financial Engines Advisors L.L.C. | 3.17% | Add +4.5% | 19,476,341 | $1.5B |
| Sei Investments Co. | 1.27% | Add +5.5% | 12,134,463 | $975.2M |
| Mather Group, Llc. | 11.09% | Reduce -3.4% | 10,745,795 | $863.6M |
| Envestnet Asset Management Inc. | 0.13% | Add +20.6% | 4,852,082 | $390.0M |
| Osaic Holdings, Inc. | 0.77% | Reduce -5.0% | 4,237,217 | $340.6M |
| Avantax Planning Partners, Inc. | 9.53% | Reduce -17.8% | 3,306,600 | $265.8M |
| Mariner, LLC | 0.38% | Add +8.7% | 2,659,047 | $213.7M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Reduce -1.3% | 2,549,611 | $204.9M |
| Betterment LLC | 0.31% | Reduce -2.7% | 1,605,701 | $129.1M |
| Gemmer Asset Management LLC | 10.97% | Add +2.0% | 1,364,738 | $109.7M |
| Savant Capital, LLC | 0.80% | Reduce -3.9% | 1,203,009 | $96.7M |
| Moneta Group Investment Advisors LLC | 1.29% | Add +225.3% | 3,311,151 | $88.7M |
| LPL Financial LLC | 0.04% | Add +1.5% | 1,101,361 | $88.5M |
| Mokosak Advisory Group, LLC | 22.36% | Add +4.9% | 927,645 | $74.6M |
| Rainey & Randall Wealth Advisors Inc. | 15.90% | Add +1.5% | 921,158 | $74.0M |
| Financial Advisors, LLC | 14.01% | Add +1.8% | 915,049 | $73.5M |
| Krilogy Financial LLC | 4.87% | Reduce -19.7% | 879,549 | $70.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -2.2% | 737,026 | $59.2M |
| Morgan Stanley | 0.00% | Add +5.2% | 706,549 | $56.8M |
| United Capital Financial Advisors, LLC | 0.43% | Reduce -0.7% | 642,500 | $51.6M |
| UBS Group AG | 0.01% | Add +6.8% | 633,491 | $50.9M |
| Financial Counselors Inc. | 0.69% | Reduce -2.0% | 583,815 | $46.9M |
| OneDigital Investment Advisors LLC | 0.50% | Reduce -1.3% | 547,854 | $44.0M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 543,592 | $43.7M |
| Summit Wealth & Retirement Planning, Inc. | 13.86% | Add +3.4% | 540,114 | $43.4M |
| GenWealth Group, Inc. | 8.40% | Add +3.7% | 454,714 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 449,776 | $36.1M |
| Cooper Financial Group | 4.67% | Add +11.4% | 447,324 | $36.0M |
| Dodds Wealth, LLC | 11.69% | Add +194.7% | 1,310,932 | $35.1M |
| CX Institutional | 1.55% | Reduce -29.0% | 434,437 | $34.9M |
| Compound Planning, Inc. | 2.16% | Add +26.9% | 430,514 | $34.6M |
| Dravo Bay LLC | 16.79% | Add +497.1% | 406,171 | $32.6M |
| Cetera Investment Advisers | 0.07% | Reduce -1.0% | 406,003 | $32.6M |
| Thrivent Financial for Lutherans | 0.06% | Add +1.3% | 405,946 | $32.6M |
| FAS Wealth Partners, Inc. | 2.59% | Reduce -0.4% | 405,111 | $32.6M |
| Northern Capital Management, Inc. | 20.22% | Reduce -0.6% | 398,056 | $32.0M |
| HRC Wealth Management, LLC | 20.24% | Reduce -0.0% | 389,865 | $31.3M |
| XML Financial, LLC | 2.87% | Add +3.4% | 384,293 | $30.9M |
| Ballast Advisors LLC | 9.54% | Add +0.7% | 384,212 | $30.9M |
| Focus Financial Network, Inc. | 1.23% | Reduce -3.3% | 375,949 | $30.2M |
| MIdWestOne Financial Group, Inc. | 4.15% | Add +301.7% | 373,935 | $30.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +20.9% | 365,992 | $29.4M |
| Black Diamond Financial, LLC | 4.73% | Add +10.5% | 345,655 | $27.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 345,167 | $27.7M |
| Marshall Financial Group Inc. | 8.10% | Add +5.1% | 333,707 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.6% | 330,419 | $26.6M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -3.0% | 329,565 | $26.5M |
| MAI Capital Management | 0.25% | Reduce -0.7% | 322,102 | $25.9M |
| GHP Investment Advisors, Inc. | 1.15% | Add +1.7% | 313,067 | $25.2M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce -5.9% | 310,141 | $24.9M |
| Tradition Wealth Management, LLC | 2.20% | Add +2.3% | 306,635 | $24.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.56% | Reduce -6.3% | 304,277 | $24.5M |
| Veery Capital, LLC | 8.63% | Add +353.8% | 286,096 | $23.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +13.0% | 285,378 | $22.9M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -17.4% | 277,478 | $22.3M |
| Summit Asset Management, LLC | 2.53% | Add +2.0% | 275,701 | $22.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -13.3% | 271,958 | $21.9M |
| Sage Financial Group Inc. | 1.78% | Reduce -1.2% | 270,545 | $21.7M |
| Cerity Partners LLC | 0.05% | Reduce -0.1% | 269,276 | $21.6M |
| Creative Planning | 0.02% | Reduce -5.8% | 254,757 | $20.5M |
| Captrust Financial Advisors | 0.06% | Add +128.1% | 245,164 | $19.7M |
| Denver PWM, LLC | 7.04% | Add +1.6% | 230,667 | $18.5M |
| Noble Family Wealth, LLC | 4.97% | Reduce -0.3% | 230,085 | $18.5M |
| Ally Invest Advisors Inc. | 1.60% | Add +1.4% | 224,509 | $18.0M |
| World Investment Advisors | 0.55% | Add +1175.5% | 217,084 | $17.4M |
| Seneca Financial Advisors LLC | 8.38% | Add +4.8% | 214,406 | $17.2M |
| MML Investors Services, LLC | 0.06% | Add +9.9% | 211,470 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 208,127 | $16.7M |
| Garde Capital, Inc. | 1.09% | Reduce -4.3% | 206,305 | $16.6M |
| Cape Investment Advisory, Inc. | 6.66% | Add +1.3% | 204,510 | $16.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 6.74% | Reduce -8.5% | 198,162 | $15.9M |
| Mutual Advisors, LLC | 0.45% | Add +199.4% | 575,894 | $15.5M |
| Cornerstone Wealth Advisors, Inc. | 4.23% | Reduce -0.4% | 189,210 | $15.2M |
| Wealthcare Advisory Partners LLC | 0.42% | Add +2165.2% | 184,657 | $14.8M |
| Ethos Financial Group, LLC | 2.41% | Add +3.1% | 179,793 | $14.4M |
| Global Strategic Investment Solutions, LLC | 1.66% | Add +0.6% | 176,592 | $14.2M |
| Perigon Wealth Management, LLC | 0.38% | Reduce -3.6% | 176,359 | $14.2M |
| Martel Wealth Advisors LLC | 2.87% | Reduce -0.6% | 174,640 | $14.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.61% | Add +7.8% | 168,893 | $13.6M |
| Bank Hapoalim BM | 2.14% | No change | 168,000 | $13.5M |
| Goepper Burkhardt LLC | 5.57% | Reduce -2.7% | 167,970 | $13.5M |
| Integrated Advisors Network LLC | 0.62% | Add +0.5% | 160,731 | $12.9M |
| LCNB Corp. | 4.55% | Add +0.4% | 159,862 | $12.8M |
| Retirement Guys Formula LLC | 5.90% | Add +9.9% | 157,929 | $12.7M |
| USAdvisors Wealth Management, LLC | 4.28% | Add +43.9% | 152,865 | $12.2M |
| Bogart Wealth, LLC | 0.57% | Add +2.5% | 149,814 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +132.7% | 314,045 | $11.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -0.6% | 138,389 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +11.0% | 137,606 | $11.1M |
| CW Advisors, LLC | 0.14% | Reduce -7.3% | 134,952 | $10.8M |
| Ackerman Capital Advisors, LLC | 2.79% | Add +10.4% | 134,265 | $10.8M |
| Gill Capital Partners, LLC | 3.65% | Add +1.1% | 126,714 | $10.2M |
| James J. Burns & Company, LLC | 1.78% | Add +3.0% | 122,382 | $9.8M |
| US Bancorp \de | 0.01% | Reduce -6.1% | 119,971 | $9.6M |
| Sunbelt Securities, Inc. | 0.91% | Add +3.3% | 115,401 | $9.3M |
| White Pine Investment CO | 2.54% | Reduce -0.4% | 115,099 | $9.3M |
| Harbor Group, Inc. | 2.09% | Reduce -0.8% | 112,721 | $9.1M |
| WealthShield Partners, LLC | 1.22% | Add +2.5% | 112,173 | $9.0M |
| Capital Planning LLC | 2.46% | Add +1.3% | 109,233 | $8.8M |
| Weinberger Asset Management, Inc | 3.73% | Reduce -0.6% | 109,021 | $8.8M |
| Councilor Wealth, LLC | 4.27% | Add +2.0% | 108,870 | $8.7M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +5.4% | 108,758 | $8.7M |
| Independent Solutions Wealth Management, LLC | 1.97% | Reduce -8.0% | 108,521 | $8.7M |
| Total Wealth Planning, LLC | 1.33% | Reduce -2.7% | 106,238 | $8.5M |
| EWG Elevate Inc. | 3.36% | Reduce -11.9% | 104,184 | $8.4M |
| Opes Wealth Management LLC | 1.59% | Reduce -0.9% | 102,576 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +14.2% | 99,311 | $8.0M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +14.2% | 99,311 | $8.0M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -0.1% | 97,297 | $7.8M |
| HBK Sorce Advisory LLC | 0.24% | Reduce -7.4% | 96,954 | $7.8M |
| Focus Partners Wealth | 0.02% | Reduce -10.4% | 96,820 | $7.8M |
| IVC Wealth Advisors LLC | 4.17% | Reduce -3.8% | 94,728 | $7.6M |
| Whitaker-Myers Wealth Managers, LTD. | 2.52% | Add +17.6% | 94,131 | $7.6M |
| Bishop & Co Investment Management, LLC | 2.88% | Add +0.0% | 94,065 | $7.6M |
| Christensen, King & Associates Investment Services, Inc. | 3.52% | Reduce -1.3% | 93,080 | $7.5M |
| Diversified Portfolios, Inc. | 0.77% | Add +11.8% | 91,992 | $7.4M |
| Florida Financial Advisors, LLC | 3.75% | Add +6.0% | 90,585 | $7.3M |
| PrairieView Partners, LLC | 0.74% | Reduce -5.1% | 88,736 | $7.1M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +2.1% | 88,640 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -10.7% | 88,376 | $7.1M |
| Brand Asset Management Group, Inc. | 2.76% | Reduce -4.5% | 87,619 | $7.0M |
| Courage Miller Partners, LLC | 2.36% | Reduce -1.8% | 87,372 | $7.0M |
| Thrive Wealth Management, LLC | 1.26% | Add +1.3% | 85,116 | $6.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -10.4% | 84,726 | $6.8M |
| Gladstone Institutional Advisory LLC | 0.33% | Reduce -1.1% | 83,902 | $6.7M |
| ProVise Management Group, LLC | 0.52% | Reduce -2.9% | 81,138 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Add +0.5% | 80,715 | $6.5M |
| Shepherd Kaplan Krochuk, LLC | 4.68% | Reduce -9.3% | 77,193 | $6.2M |
| RKL Wealth Management LLC | 0.55% | Reduce -5.8% | 75,038 | $6.0M |
| Berkshire Asset Management LLC | 0.30% | No change | 80,851 | $6.0M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -1.1% | 74,304 | $6.0M |
| Per Stirling Capital Management, LLC. | 0.83% | Add +2.0% | 74,257 | $6.0M |
| Ifrah Financial Services, Inc. | 1.60% | Reduce -0.2% | 73,927 | $5.9M |
| Visionary Wealth Advisors | 0.36% | Reduce -2.3% | 73,284 | $5.9M |
| Paces Ferry Wealth Advisors, LLC | 3.37% | Reduce -0.4% | 72,954 | $5.9M |
| One Capital Management, LLC | 0.19% | Reduce -3.9% | 72,746 | $5.8M |
| Lowery Thomas, LLC | 3.96% | Add +2.9% | 72,648 | $5.8M |
| Gunma Bank,Ltd. | 2.38% | Add +44.0% | 72,000 | $5.8M |
| Conning Inc. | 0.20% | No change | 71,915 | $5.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.10% | Add +2.6% | 71,561 | $5.8M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -6.6% | 70,795 | $5.7M |
| Glassman Wealth Services | 0.97% | Add +1.4% | 70,503 | $5.7M |
| Safeguard Financial, LLC | 1.32% | Reduce -3.4% | 69,869 | $5.6M |
| Curtis Advisory Group, LLC | 1.56% | Add +0.1% | 68,425 | $5.5M |
| Waverly Advisors, LLC | 0.10% | Add +1.7% | 68,135 | $5.5M |
| FMR LLC | 0.00% | Add +59.1% | 66,898 | $5.4M |
| Game Plan Financial Advisors, LLC | 2.83% | Reduce -0.6% | 65,900 | $5.3M |
| Werba Rubin Papier Wealth Management | 1.23% | Add +1.2% | 65,470 | $5.3M |
| Petra Financial Advisors Inc. | 3.45% | Add +3.0% | 65,072 | $5.2M |
| Panoramic Investment Advisors, LLC | 3.60% | — | 64,783 | $5.2M |
| Summit Financial, LLC | 0.20% | Reduce -4.3% | 62,375 | $5.0M |
| Newman Dignan & Sheerar, Inc. | 1.18% | Add +186.8% | 182,592 | $4.9M |
| RE Dickinson Investment Advisors, LLC | 2.76% | Add +0.0% | 60,876 | $4.9M |
| SeaCrest Wealth Management, LLC | 0.52% | Add +0.5% | 60,232 | $4.8M |
| Cahill Financial Advisors Inc. | 0.65% | Add +3.2% | 59,373 | $4.8M |
| Edge Capital Group, LLC | 0.21% | Reduce -0.7% | 59,209 | $4.8M |
| Meridian Wealth Management, LLC | 0.22% | New | 56,492 | $4.5M |
| Embree Financial Group | 0.80% | Add +2.7% | 55,939 | $4.5M |
| IHT Wealth Management, LLC | 0.13% | Add +79.0% | 55,660 | $4.5M |
| Leeward Financial Partners, LLC | 1.68% | Add +1.7% | 55,459 | $4.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.90% | Add +1.6% | 54,905 | $4.4M |
| Dakota Wealth Management | 0.10% | Reduce -1.6% | 53,294 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.7% | 52,790 | $4.2M |
| Northeast Financial Group, Inc. | 1.62% | New | 52,198 | $4.2M |
| EP Wealth Advisors, LLC | 0.04% | Add +23.1% | 52,055 | $4.2M |
| Affinity Capital Advisors, LLC | 0.81% | Reduce -7.9% | 51,860 | $4.2M |
| American Financial & Tax Strategies Inc. | 2.11% | Reduce -1.9% | 51,818 | $4.2M |
| Everhart Financial Group, Inc. | 0.91% | Add +6.9% | 51,245 | $4.1M |
| Nadler Financial Group, Inc. | 0.45% | Reduce -2.2% | 51,025 | $4.1M |
| Townsquare Capital LLC | 0.05% | Reduce -9.3% | 50,920 | $4.1M |
| Von Berge Wealth Management Group, LLC | 2.50% | Add +162.7% | 147,433 | $4.0M |
| Waypoint Capital Advisors, LLC | 0.85% | Add +1.7% | 49,466 | $4.0M |
| Waterford Advisors, LLC | 2.02% | Reduce -3.1% | 49,382 | $4.0M |
| Blue Bell Private Wealth Management, LLC | 0.75% | Reduce -1.0% | 49,026 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.31% | Reduce -6.5% | 48,689 | $3.9M |
| First Trust Advisors LP | 0.00% | New | 47,640 | $3.8M |
| Retirement Investment Advisors, Inc. | 0.41% | Add +4.3% | 46,868 | $3.8M |
| Main Street Financial Solutions, LLC | 0.34% | Reduce -1.1% | 46,201 | $3.7M |
| Geneos Wealth Management Inc. | 0.14% | Add +892.2% | 45,692 | $3.7M |
| Leavell Investment Management, Inc. | 0.18% | Add +0.6% | 45,301 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -2.8% | 45,090 | $3.6M |
| ZynergyRetirementPlanningLLC | 2.53% | Reduce -8.5% | 44,711 | $3.6M |
| LifePlan Investment Advisors, Inc. | 2.29% | Add +1.0% | 44,610 | $3.6M |
| Capital Advisors Wealth Management, LLC | 0.66% | Reduce -0.5% | 44,576 | $3.6M |
| HB Wealth Management, LLC | 0.04% | Reduce -20.4% | 44,247 | $3.6M |
| Grant/GrossMendelsohn, LLC | 1.52% | Reduce -1.0% | 43,891 | $3.5M |
| Pure Portfolios Holdings LLC | 1.31% | — | 43,127 | $3.5M |
| Altus Wealth Group LLC | 1.47% | Add +1.9% | 42,672 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -2.0% | 42,583 | $3.4M |
| Raymond James & Associates | 0.00% | Add +8.0% | 41,762 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +5.5% | 41,708 | $3.4M |
| DDD Partners, LLC | 0.36% | Add +4.3% | 41,625 | $3.3M |
| Consolidated Portfolio Review Corp | 0.74% | Reduce -2.5% | 41,285 | $3.3M |
| Coastwise Capital Group, LLC | 2.72% | Add +4.8% | 41,105 | $3.3M |
| Apriem Advisors | 0.39% | Add +1.4% | 41,074 | $3.3M |
| Brandywine Oak Private Wealth LLC | 0.32% | Reduce -0.5% | 40,486 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.90% | Add +1.8% | 40,197 | $3.2M |
| Arbor Trust Wealth Advisors, LLC | 1.69% | No change | 43,286 | $3.2M |
| North Star Asset Management Inc. | 0.14% | Add +0.8% | 39,513 | $3.2M |
| Cwm, LLC | 0.01% | Add +6.3% | 39,383 | $3.2M |
| Steele Capital Management, Inc. | 0.16% | Reduce -8.8% | 39,077 | $3.1M |
| Westbourne Investment Advisors, Inc. | 1.09% | Add +3.3% | 38,898 | $3.1M |
| Barden Capital Management, Inc. | 2.63% | Add +3.9% | 37,211 | $3.0M |
| Brookstone Capital Management | 0.04% | Add +70.4% | 37,175 | $3.0M |
| Compass Advisory Group LLC | 1.16% | Reduce -1.3% | 36,958 | $3.0M |
| Schaeffer Financial LLC | 3.01% | Add +1.6% | 36,900 | $3.0M |
| Cadence Wealth Management LLC | 2.40% | Add +69.0% | 36,664 | $2.9M |
| Citadel Advisors | 0.00% | Add +763.3% | 35,291 | $2.8M |
| KPP Advisory Services LLC | 0.68% | Reduce -0.1% | 35,170 | $2.8M |
| Cedar Wealth Management, LLC | 0.88% | Add +1.3% | 35,128 | $2.8M |
| Woodmont Investment Counsel LLC | 0.21% | No change | 34,758 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -1.6% | 34,493 | $2.8M |
| Warner Financial, Inc. | 1.22% | Add +5.4% | 34,314 | $2.8M |
| Regal Investment Advisors LLC | 0.19% | Add +4.2% | 34,000 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -7.3% | 33,356 | $2.7M |
| Cambridge Financial Group, LLC | 1.10% | Reduce -0.6% | 32,996 | $2.7M |
| Hart & Patterson Financial Group LLC | 1.25% | Reduce -2.6% | 32,775 | $2.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.91% | Add +0.4% | 32,617 | $2.6M |
| Asset Dedication, LLC | 0.18% | Add +0.1% | 32,342 | $2.6M |
| Quantum Portfolio Management LLC | 1.39% | Reduce -25.0% | 31,936 | $2.6M |
| Broadview Financial Management, LLC | 1.72% | Add +0.7% | 31,696 | $2.5M |
| Fagan Associates, Inc. | 0.42% | Reduce -0.5% | 31,228 | $2.5M |
| Fortress Wealth Management, Inc. | 1.25% | Reduce -0.4% | 31,118 | $2.5M |
| Koshinski Asset Management, Inc. | 0.22% | Add +7.5% | 31,053 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.0% | 30,119 | $2.4M |
| Annapolis Financial Services, LLC | 0.71% | Add +0.4% | 29,778 | $2.4M |
| Joseph Group Capital Management | 0.91% | Add +1.6% | 29,726 | $2.4M |
| Evoke Wealth, LLC | 0.06% | No change | 29,430 | $2.4M |
| Brown Wealth Management, LLC | 0.85% | Reduce -7.0% | 29,330 | $2.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +295.9% | 29,327 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.78% | Reduce -0.3% | 29,225 | $2.3M |
| Allen Capital Group, LLC | 0.30% | Reduce -3.9% | 28,969 | $2.3M |
| Weaver Capital Management LLC | 0.69% | Reduce -1.6% | 28,614 | $2.3M |
| Renaissance Technologies | 0.00% | Add +617.8% | 27,994 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -1.5% | 27,727 | $2.2M |
| Berger Financial Group, Inc | 0.16% | Reduce -7.5% | 27,469 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.8% | 27,440 | $2.2M |
| Acas, LLC | 1.81% | Reduce -1.1% | 27,360 | $2.2M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -0.7% | 27,343 | $2.2M |
| Matthew Goff Investment Advisor, LLC | 0.41% | Reduce -0.3% | 27,091 | $2.2M |
| Advisory Services Network, LLC | 0.04% | No change | 29,291 | $2.2M |
| Hill Island Financial LLC | 0.65% | Reduce -18.1% | 26,901 | $2.2M |
| Eagle Harbor Asset Management Inc. | 2.13% | Add +0.8% | 26,726 | $2.1M |
| Duncker Streett & Co. Inc. | 0.39% | Reduce -1.3% | 26,558 | $2.1M |
| True North Advisors, LLC | 0.56% | Reduce -5.5% | 26,503 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -3.3% | 26,099 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +108.9% | 26,099 | $2.1M |
| Aspen Grove Capital, LLC | 0.46% | Reduce -0.8% | 25,941 | $2.1M |
| M3 Advisory Group, LLC | 1.53% | Add +7.4% | 25,918 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +36.1% | 25,745 | $2.1M |
| SIMA Wealth Partners, LLC | 1.77% | Reduce -1.3% | 25,366 | $2.0M |
| Composition Wealth, LLC | 0.05% | Add +0.1% | 25,126 | $2.0M |
| Smith Anglin Financial, LLC | 0.19% | Reduce -2.0% | 25,084 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -1.3% | 24,991 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Add +328.3% | 24,620 | $2.0M |
| Bleakley Financial Group, LLC | 0.06% | Add +0.1% | 24,578 | $2.0M |
| Cassady Schiller Wealth Management, LLC | 0.71% | No change | 24,249 | $1.9M |
| Merriman Wealth Management, LLC | 0.08% | Reduce -1.2% | 24,127 | $1.9M |
| Riversedge Advisors, LLC | 0.44% | Add +1.1% | 24,126 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Reduce -11.8% | 23,889 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -12.4% | 23,842 | $1.9M |
| Retirement Planning Group, LLC | 0.10% | Reduce -1.4% | 22,849 | $1.8M |
| Emerald Advisors, LLC | 0.27% | Add +205.1% | 67,179 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.4% | 22,483 | $1.8M |
| Signaturefd, LLC | 0.03% | Add +1.6% | 22,472 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -29.5% | 22,389 | $1.8M |
| Tortoise Investment Management, LLC | 0.19% | Add +2.9% | 22,359 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 22,233 | $1.8M |
| Financial Strategies Group, Inc. | 0.41% | Add +185.7% | 64,915 | $1.8M |
| Stonebridge Capital Advisors LLC | 0.14% | Reduce -33.1% | 21,604 | $1.7M |
| Kolinsky Wealth Management, LLC | 1.09% | Add +15.7% | 20,859 | $1.7M |
| Elgethun Capital Management | 0.39% | Add +1.3% | 20,787 | $1.7M |
| Lederer & Associates Investment Counsel | 1.17% | Add +4.2% | 20,761 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -34.2% | 20,635 | $1.7M |
| IFP Advisors, Inc | 0.06% | Reduce -3.3% | 20,220 | $1.6M |
| Financial Advocates Investment Management | 0.09% | Reduce -8.1% | 20,415 | $1.6M |
| Columbus Macro, LLC | 0.59% | Reduce -1.9% | 20,374 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -12.2% | 19,650 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -2.5% | 19,496 | $1.6M |
| Csenge Advisory Group | 0.08% | Add +211.7% | 57,353 | $1.5M |
| Jentner Corp | 0.47% | Add +2.1% | 19,030 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +446.8% | 18,799 | $1.5M |
| GW Henssler & Associates Ltd. | 0.08% | Reduce -0.4% | 18,621 | $1.5M |
| Keel Point, LLC | 0.12% | Add +0.5% | 18,532 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -1.8% | 18,158 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.19% | No change | 17,928 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -1.8% | 17,659 | $1.4M |
| Bigelow Investment Advisors, LLC | 0.62% | Add +12.1% | 17,400 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.23% | Reduce -9.1% | 17,379 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -6.0% | 16,860 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | No change | 16,579 | $1.3M |
| Creekside Partners | 0.68% | Add +0.7% | 16,362 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.34% | Add +2.4% | 16,149 | $1.3M |
| Long Island Wealth Management, Inc. | 0.85% | Add +0.2% | 16,122 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +0.9% | 15,937 | $1.3M |
| Keb Asset Management, LLC | 0.38% | Add +1.1% | 15,897 | $1.3M |
| Koesten, Hirschmann & Crabtree, INC. | 0.74% | Reduce -3.2% | 15,776 | $1.3M |
| StoneX Group Inc. | 0.09% | Add +51.4% | 15,769 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.4% | 15,676 | $1.3M |
| Seed Wealth Management, Inc. | 1.01% | No change | 15,665 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 15,422 | $1.2M |
| Gradient Capital Advisors, LLC | 0.41% | Reduce -1.3% | 15,382 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.22% | Reduce -0.1% | 15,291 | $1.2M |
| Zacks Investment Management | 0.01% | Add +0.3% | 15,215 | $1.2M |
| Aspiriant, LLC | 0.05% | Reduce -8.1% | 15,033 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +1.8% | 14,986 | $1.2M |
| Condor Capital Management | 0.11% | Reduce -1.4% | 14,917 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +168.4% | 42,913 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Add +4.4% | 14,522 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +5.2% | 14,501 | $1.2M |
| Silver Oak Securities, Incorporated | 0.12% | Add +20.7% | 14,256 | $1.1M |
| BCGM Wealth Management, LLC | 0.37% | Add +0.5% | 14,172 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -13.2% | 14,074 | $1.1M |
| SOL Capital Management CO | 0.12% | Reduce -2.0% | 13,993 | $1.1M |
| LongView Wealth Management | 0.36% | Add +0.8% | 13,983 | $1.1M |
| Mgo One Seven LLC | 0.05% | Reduce -13.0% | 13,972 | $1.1M |
| Knuff & Co LLC | 0.34% | Reduce -0.5% | 13,941 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | Add +0.2% | 13,791 | $1.1M |
| Whitener Capital Management, Inc. | 0.31% | Add +5.8% | 13,735 | $1.1M |
| Diversified, LLC | 0.12% | Add +25.3% | 13,597 | $1.1M |
| Diversified Enterprises, LLC | 0.12% | — | 13,597 | $1.1M |
| ETF Store, Inc. | 1.12% | Add +3.7% | 13,577 | $1.1M |
| Stewardship Advisors, LLC | 0.31% | Add +243.7% | 13,574 | $1.1M |
| CENTRAL TRUST Co | 0.03% | No change | 13,500 | $1.1M |
| Larson Financial Group LLC | 0.06% | Add +16.0% | 13,489 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.24% | Reduce -1.7% | 13,427 | $1.1M |
| Athena Investment Management | 0.60% | Add +2.1% | 13,195 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.6% | 13,153 | $1.1M |
| CGN Advisors LLC | 0.11% | Reduce -18.5% | 12,999 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 12,937 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +380.7% | 37,882 | $1.0M |
| Santori & Peters, Inc. | 0.41% | Reduce -86.7% | 12,714 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -0.5% | 12,477 | $1.0M |
| NWF Advisory Services Inc. | 0.15% | Add +5.2% | 12,413 | $998K |
| Van Strum & Towne Inc. | 0.34% | Add +13.8% | 12,353 | $993K |
| Clayton Financial Group LLC | 0.37% | Add +20.1% | 12,283 | $987K |
| Bank of Montreal | 0.00% | Add +6.1% | 12,263 | $982K |
| Wealthspire Advisors, LLC | 0.01% | Add +5.7% | 12,174 | $978K |
| Radnor Capital Management, LLC | 0.14% | New | 12,140 | $976K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 12,126 | $975K |
| Private Capital Management LLC | 0.18% | Reduce -4.9% | 12,077 | $971K |
| Sculati Wealth Management, LLC | 0.39% | Reduce -60.0% | 12,072 | $970K |
| Myecfo, LLC | 0.52% | Add +38.3% | 12,033 | $968K |
| Haverford Trust Co | 0.01% | No change | 12,007 | $965K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.4% | 11,992 | $964K |
| Northwest Capital Management Inc | 0.34% | Add +0.0% | 11,912 | $957K |
| Spire Wealth Management | 0.03% | Reduce -2.9% | 11,907 | $957K |
| Kovack Advisors, Inc. | 0.10% | Add +5.3% | 11,832 | $951K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -4.7% | 11,769 | $946K |
| Altfest L J & Co. Inc. | 0.13% | Reduce -29.8% | 11,718 | $942K |
| Vanguard Capital Wealth Advisors | 0.99% | Add +118.2% | 11,708 | $941K |
| Nwam LLC | 0.06% | New | 11,639 | $935K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.3% | 11,555 | $929K |
| Bfsg, LLC | 0.11% | Reduce -2.2% | 11,500 | $924K |
| Bond & Devick Financial Network, Inc. | 0.39% | No change | 11,435 | $919K |
| Hoey Investments, Inc. | 0.17% | No change | 12,241 | $907K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -12.7% | 11,235 | $903K |
| Chesapeake Wealth Management | 0.30% | Reduce -0.7% | 11,040 | $887K |
| Montag & Caldwell, LLC | 0.18% | Reduce -0.7% | 10,972 | $882K |
| Sax Wealth Advisors, LLC | 0.08% | No change | 10,967 | $881K |
| ARK & TLK Investments, LLC | 0.31% | Reduce -3.5% | 10,950 | $880K |
| New Hampshire Trust | 0.19% | Add +35.3% | 10,928 | $878K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.5% | 10,912 | $877K |
| Sachetta, LLC | 0.35% | Reduce -0.3% | 10,866 | $873K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.0% | 10,790 | $867K |
| Modera Wealth Management, LLC | 0.01% | Reduce -18.0% | 10,774 | $866K |
| Schrum Private Wealth Management LLC | 0.45% | Add +100.2% | 10,730 | $862K |
| WBH Advisory Inc. | 0.08% | Add +9.2% | 10,510 | $845K |
| Quadrant Private Wealth Management, LLC | 0.21% | Add +6.3% | 10,491 | $843K |
| Meritage Portfolio Management | 0.05% | Add +1.3% | 10,408 | $836K |
| Milestone Investment Advisors LLC | 0.23% | No change | 10,382 | $834K |
| Burkett Financial Services, LLC | 0.34% | Add +1.1% | 10,295 | $827K |
| Red Door Wealth Management, LLC | 0.14% | Reduce -0.1% | 10,162 | $817K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.2% | 10,148 | $816K |
| Joule Financial, LLC | 0.30% | Reduce -13.4% | 10,119 | $813K |
| D.A. Davidson & Co. | 0.01% | No change | 10,029 | $806K |
| CM Wealth Advisors LLC | 0.26% | No change | 10,022 | $805K |
| Econ Financial Services Corp | 0.45% | Add +2.2% | 9,977 | $802K |
| Aire Advisors, LLC | 0.18% | Reduce -0.2% | 9,945 | $799K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -30.8% | 9,859 | $792K |
| HRT Financial LP | 0.00% | New | 9,816 | $788K |
| Kelleher Financial Advisors | 0.30% | No change | 9,740 | $783K |
| Atlas Capital Advisors Inc. | 0.12% | No change | 9,729 | $782K |
| Ironwood Financial, llc | 0.16% | Reduce -0.1% | 9,682 | $778K |
| Marquette Asset Management, LLC | 0.12% | No change | 9,590 | $771K |
| Greenleaf Trust | 0.01% | No change | 9,550 | $768K |
| Wealth Group, Ltd. | 0.50% | Add +55.2% | 9,263 | $744K |
| Biltmore Family Office, LLC | 0.13% | New | 9,182 | $738K |
| Pegasus Partners Ltd. | 0.07% | No change | 9,131 | $734K |
| Capital Insight Partners, LLC | 0.13% | Add +1.5% | 9,061 | $728K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -18.6% | 8,919 | $717K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -4.6% | 8,830 | $710K |
| UMB Bank, n.a. | 0.01% | Reduce -7.9% | 8,817 | $709K |
| NorthStar Asset Management LLC | 0.47% | Add +0.9% | 8,807 | $708K |
| Well Done, LLC | 0.13% | No change | 8,755 | $704K |
| Smart Portfolios, LLC | 0.70% | No change | 8,595 | $691K |
| Kathmere Capital Management, LLC | 0.06% | Add +24.7% | 8,538 | $686K |
| Gray Wealth Management Inc. | 0.27% | Reduce -1.6% | 8,483 | $682K |
| Rappaport Reiches Capital Management, LLC | 0.18% | New | 8,479 | $681K |
| Verum Partners LLC | 0.20% | Add +0.4% | 8,420 | $677K |
| Bernardo Wealth Planning LLC | 0.16% | Add +140.0% | 24,771 | $676K |
| WNY Asset Management, LLC | 0.08% | Add +0.3% | 8,378 | $673K |
| Simon Quick Advisors, LLC | 0.04% | Add +1.1% | 8,313 | $668K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +39.9% | 8,308 | $668K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +5.2% | 8,305 | $667K |
| Advisory Services & Investments, LLC | 0.45% | Reduce -8.2% | 8,228 | $661K |
| MidAtlantic Capital Management, Inc. | 0.48% | No change | 8,214 | $660K |
| Comerica Bank | 0.00% | Reduce -1.7% | 8,196 | $659K |
| Accelerate Investment Advisors LLC | 0.64% | — | 8,193 | $658K |
| Blue Trust, Inc. | 0.01% | Add +669.9% | 8,838 | $655K |
| Grey Ledge Advisors, LLC | 0.17% | Reduce -16.4% | 8,141 | $654K |
| Jackson Creek Investment Advisors LLC | 0.19% | Reduce -24.8% | 8,119 | $653K |
| Everett Harris & Co. | 0.01% | Add +0.8% | 8,123 | $653K |
| Alliance Wealth Management Group | 0.17% | No change | 8,079 | $649K |
| Towercrest Capital Management | 0.10% | No change | 8,079 | $649K |
| Basepoint Wealth LLC | 0.47% | Reduce -1.8% | 7,957 | $639K |
| SkyOak Wealth, LLC | 0.14% | No change | 7,889 | $634K |
| Lantz Financial LLC | 0.17% | No change | 7,870 | $633K |
| Guardian Asset Advisors, LLC | 0.43% | Reduce -42.9% | 7,880 | $630K |
| Fortitude Advisory Group L.L.C. | 0.40% | Reduce -1.9% | 7,836 | $630K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.6% | 7,687 | $618K |
| Atlas Wealth Partners, LLC | 0.94% | New | 7,669 | $616K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.8% | 7,641 | $614K |
| Fonville Wealth Management LLC | 0.21% | Add +0.1% | 7,625 | $613K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -28.8% | 7,579 | $609K |
| FinDec Wealth Services, Inc. | 0.35% | Add +0.6% | 7,485 | $602K |
| Brighton Jones LLC | 0.02% | Reduce -22.0% | 7,442 | $598K |
| Plancorp, LLC | 0.02% | No change | 7,435 | $598K |
| Stifel Financial Corp. | 0.00% | Add +23.9% | 7,434 | $598K |
| Old National Bancorp | 0.01% | No change | 7,424 | $597K |
| IMA Advisory Services, Inc. | 0.13% | New | 7,318 | $588K |
| Greenwood Gearhart LLC | 0.05% | Add +0.4% | 7,205 | $579K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 7,186 | $578K |
| Stone Summit Wealth LLC | 0.18% | No change | 7,029 | $565K |
| Vawter Financial, Ltd. | 0.34% | No change | 6,990 | $562K |
| Donaldson Capital Management, LLC | 0.02% | Add +4.4% | 6,970 | $560K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -5.3% | 6,954 | $559K |
| Clear Investment Research, LLC | 0.72% | No change | 6,927 | $557K |
| Blue Barn Wealth, LLC | 0.28% | Add +1.0% | 6,855 | $551K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -0.7% | 6,851 | $551K |
| Mayfair Advisory Group, LLC | 0.34% | No change | 6,669 | $535K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -75.8% | 6,632 | $533K |
| Gilbert & Cook, Inc. | 0.07% | No change | 6,621 | $532K |
| Prism Advisors, Inc. | 0.15% | No change | 6,542 | $526K |
| Center for Financial Planning, Inc. | 0.07% | No change | 6,511 | $523K |
| Resolute Advisors LLC | 0.11% | New | 6,489 | $521K |
| Cedrus LLC | 0.19% | Reduce -2.4% | 6,480 | $521K |
| WMG Financial Advisors, LLC | 0.23% | Add +5.0% | 6,428 | $517K |
| Western Wealth Management, LLC | 0.03% | New | 6,381 | $513K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Reduce -3.2% | 6,378 | $513K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 6,360 | $511K |
| Sage Mountain Advisors LLC | 0.04% | No change | 6,241 | $502K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 6,070 | $488K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Add +19.4% | 5,999 | $482K |
| Citigroup Inc. | 0.00% | Add +759.3% | 5,938 | $477K |
| Creative Financial Designs Inc. | 0.04% | Reduce -15.4% | 5,899 | $474K |
| Carret Asset Management, LLC | 0.05% | No change | 5,826 | $468K |
| Klingman & Associates, LLC | 0.03% | No change | 5,815 | $467K |
| Goldstein Advisors, LLC | 0.07% | No change | 5,800 | $466K |
| TrinityPoint Wealth, LLC | 0.07% | Add +6.7% | 5,800 | $466K |
| American Investment Services, Inc. | 0.08% | Add +0.2% | 5,759 | $463K |
| WESCAP Management Group, Inc. | 0.12% | Reduce -3.1% | 5,746 | $462K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,670 | $456K |
| Chicago Partners Investment Group LLC | 0.02% | Add +229.1% | 16,847 | $454K |
| Smith Salley Wealth Management | 0.03% | Reduce -17.2% | 5,646 | $454K |
| Wealthspan Partners, LLC | 0.22% | No change | 5,594 | $450K |
| Diversified Investment Strategies, LLC | 0.30% | No change | 5,573 | $448K |
| Marotta Asset Management | 0.09% | Reduce -12.0% | 5,544 | $446K |
| Avior Wealth Management, LLC | 0.02% | Reduce -7.1% | 5,525 | $444K |
| Zhang Financial LLC | 0.03% | Reduce -15.6% | 5,518 | $443K |
| Resurgent Financial Advisors LLC | 0.26% | Add +0.4% | 5,498 | $442K |
| Bridges Investment Management Inc. | 0.01% | Add +3.0% | 5,480 | $440K |
| Princeton Global Asset Management LLC | 0.08% | Add +0.0% | 5,417 | $435K |
| Family Asset Management, LLC | 0.26% | Reduce -19.2% | 5,402 | $434K |
| Avity Investment Management Inc. | 0.03% | Add +0.0% | 5,385 | $433K |
| Blair William & Co. | 0.00% | Reduce -27.0% | 5,376 | $432K |
| CIC Wealth, LLC | 0.11% | Reduce -9.1% | 5,350 | $430K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -25.0% | 7,660 | $428K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -53.0% | 5,310 | $427K |
| TruNorth Capital Management, LLC | 0.13% | No change | 5,295 | $426K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 5,258 | $423K |
| Lakeridge Wealth Management LLC | 0.23% | No change | 5,248 | $422K |
| Roundview Capital LLC | 0.03% | No change | 5,172 | $416K |
| Theory Financial LLC | 0.18% | Add +19.8% | 15,618 | $414K |
| Waterloo Capital, L.P. | 0.04% | Add +1.1% | 5,120 | $411K |
| Sachem Hill LLC | 0.08% | No change | 5,046 | $406K |
| Kelman-Lazarov, Inc. | 0.07% | Add +6.6% | 5,041 | $405K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -11.1% | 5,021 | $404K |
| Soltis Investment Advisors LLC | 0.04% | No change | 5,000 | $402K |
| Schwallier Wealth Management LLC | 0.29% | Add +1.1% | 4,991 | $401K |
| Atria Investments, Inc | 0.00% | Reduce -16.4% | 4,948 | $398K |
| LifeSteps Financial, Inc. | 0.31% | Reduce -0.4% | 4,948 | $398K |
| Moneco Advisors, LLC | 0.05% | Reduce -5.0% | 4,853 | $390K |
| Cascade Investment Advisors, Inc. | 0.25% | Add +4.2% | 4,838 | $389K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.7% | 4,684 | $376K |
| HHM Wealth Advisors, LLC | 0.05% | Add +0.0% | 4,670 | $375K |
| Tanglewood Legacy Advisors, LLC | 0.17% | No change | 4,651 | $374K |
| True Vision MN LLC | 0.22% | Add +0.7% | 4,549 | $366K |
| Kades & Cheifetz LLC | 0.21% | Add +1.1% | 4,533 | $364K |
| SageView Advisory Group, LLC | 0.02% | Reduce -23.4% | 4,488 | $361K |
| Associated Banc-Corp | 0.01% | No change | 4,482 | $360K |
| Tenret Co LLC | 0.22% | No change | 4,447 | $357K |
| Tudor Investment Corporation | 0.00% | Reduce -85.4% | 4,428 | $356K |
| Westmount Partners, LLC | 0.11% | No change | 4,426 | $356K |
| GC Wealth Management RIA, LLC | 0.06% | New | 4,419 | $355K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -17.3% | 4,415 | $355K |
| Mirador Capital Partners LP | 0.06% | Reduce -1.8% | 4,372 | $351K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.14% | New | 4,358 | $350K |
| Choreo, LLC | 0.01% | Reduce -57.1% | 4,373 | $350K |
| Accurate Wealth Management, LLC | 0.07% | Add +193.1% | 12,927 | $350K |
| Mayport, LLC | 0.11% | No change | 4,342 | $349K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +38.4% | 4,310 | $346K |
| Millennium Capital Advisors, LLC | 0.23% | Reduce -2.3% | 4,303 | $346K |
| Geometric Wealth Advisors | 0.06% | Add +0.2% | 4,296 | $345K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 4,272 | $343K |
| Austin Asset Management Co Inc | 0.07% | No change | 4,253 | $342K |
| Verdence Capital Advisors LLC | 0.03% | Add +23.3% | 4,249 | $341K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -22.7% | 4,193 | $337K |
| Independent Advisor Alliance | 0.01% | Add +2.1% | 4,165 | $335K |
| FSA Advisors, Inc. | 0.33% | Add +1.0% | 4,132 | $332K |
| Bell Investment Advisors, Inc | 0.06% | No change | 4,122 | $331K |
| Ieq Capital, LLC | 0.00% | No change | 4,120 | $331K |
| United Advisor Group, LLC | 0.07% | Reduce -0.3% | 4,119 | $331K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.9% | 12,125 | $329K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 4,078 | $328K |
| &partners | 0.01% | New | 4,069 | $327K |
| Allied Investment Advisors, LLC | 0.06% | No change | 4,051 | $326K |
| Qube Research & Technologies Ltd | 0.00% | Add +68.2% | 4,046 | $325K |
| Beck Mack & Oliver LLC | 0.01% | Add +1.1% | 4,045 | $325K |
| Ahl Investment Management, Inc. | 0.22% | No change | 4,038 | $325K |
| Foundations Investment Advisors, LLC | 0.01% | Add +13.2% | 4,034 | $324K |
| Acropolis Investment Management, LLC | 0.02% | No change | 3,978 | $320K |
| Goldman Sachs Group Inc. | 0.00% | No change | 3,946 | $317K |
| Hardin Capital Partners, LLC | 0.18% | No change | 3,894 | $311K |
| Evanson Asset Management, LLC | 0.02% | Add +3.2% | 3,847 | $309K |
| Prestige Wealth Management Group LLC | 0.06% | Reduce -16.4% | 3,819 | $307K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -12.8% | 3,814 | $307K |
| Hengehold Capital Management LLC | 0.03% | Reduce -7.2% | 3,810 | $306K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 3,800 | $305K |
| TriaGen Wealth Management LLC | 0.10% | No change | 3,774 | $303K |
| First Western Trust Bank | 0.01% | No change | 3,768 | $303K |
| AQR Capital Management | 0.00% | New | 3,756 | $302K |
| Cambridge Advisors Inc. | 0.07% | Add +0.2% | 3,755 | $302K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -10.5% | 3,752 | $302K |
| Quarry Hill Advisors, LLC | 0.20% | Reduce -0.2% | 3,750 | $301K |
| Emprise Bank | 0.17% | No change | 3,720 | $299K |
| Empower Advisory Group, LLC | 0.00% | Add +2.0% | 3,716 | $299K |
| Chapin Davis, Inc. | 0.10% | No change | 3,701 | $297K |
| Waterfront Wealth Inc. | 0.07% | Add +190.6% | 11,094 | $297K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -17.0% | 3,690 | $297K |
| Truepoint, Inc. | 0.01% | Reduce -10.1% | 3,614 | $290K |
| FF Advisors,LLC | 0.19% | Add +200.0% | 10,560 | $287K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 3,551 | $285K |
| Harbour Investments, Inc. | 0.01% | Add +28.5% | 3,528 | $284K |
| Oarsman Capital, Inc. | 0.05% | Reduce -0.6% | 3,522 | $283K |
| Abacus Planning Group, Inc. | 0.05% | Add +1.3% | 3,521 | $283K |
| Capital Analysts, LLC | 0.01% | Add +39.8% | 3,514 | $282K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.8% | 3,506 | $282K |
| Sigma Planning Corp | 0.01% | Reduce -19.6% | 3,471 | $279K |
| Principal Securities, Inc. | 0.01% | Add +7.9% | 3,470 | $279K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 3,460 | $278K |
| Destination Wealth Management | 0.01% | New | 3,459 | $278K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.9% | 3,422 | $275K |
| Investments & Financial Planning, LLC | 0.17% | Add +0.1% | 3,407 | $274K |
| Ami Investment Management Inc. | 0.09% | Reduce -13.4% | 3,404 | $274K |
| Code Waechter LLC | 0.26% | — | 3,389 | $272K |
| Ignite Planners, LLC | 0.06% | Reduce -18.3% | 3,376 | $271K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Add +0.1% | 3,373 | $271K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,350 | $269K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -14.5% | 3,335 | $268K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | No change | 3,332 | $268K |
| Shearwater Capital LLC | 0.18% | No change | 3,331 | $268K |
| RBA Wealth Management, LLC | 0.10% | Reduce -12.9% | 3,331 | $268K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -4.4% | 3,320 | $267K |
| PFG Advisors | 0.02% | Reduce -10.2% | 3,311 | $266K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 3,290 | $264K |
| Forza Wealth Management, LLC | 0.12% | No change | 3,256 | $262K |
| Bensler, LLC | 0.03% | Add +0.2% | 3,245 | $261K |
| Darden Wealth Group Inc | 0.19% | No change | 3,236 | $260K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 3,210 | $258K |
| IAG Wealth Partners, LLC | 0.05% | No change | 3,190 | $256K |
| Curi Capital, LLC | 0.01% | Reduce -4.5% | 3,181 | $256K |
| Mission Wealth Management, LP | 0.01% | No change | 3,159 | $254K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,158 | $254K |
| Bellwether Advisors, LLC | 0.05% | New | 3,158 | $254K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -18.8% | 3,160 | $253K |
| Front Row Advisors LLC | 0.09% | Add +9.7% | 3,121 | $251K |
| Lynx Investment Advisory | 0.18% | Add +0.0% | 3,095 | $249K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -17.7% | 3,082 | $248K |
| Aspen Investment Management Inc | 0.11% | Reduce -4.6% | 3,035 | $244K |
| Firestone Capital Management | 0.06% | Add +1.1% | 3,024 | $243K |
| Fort Vancouver Investment Management, LLC | 0.21% | Reduce -0.2% | 3,022 | $243K |
| Apella Capital, LLC | 0.01% | No change | 3,008 | $241K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.0% | 2,961 | $238K |
| Security National Bank of So Dak | 0.13% | No change | 2,961 | $238K |
| Ciovacco Capital Management LLC | 0.14% | New | 2,930 | $236K |
| GAMMA Investing LLC | 0.02% | No change | 2,925 | $235K |
| GS Investments, Inc. | 0.10% | Reduce -7.5% | 2,923 | $235K |
| PBMares Wealth Management LLC | 0.05% | No change | 2,907 | $234K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -4.5% | 2,893 | $232K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 2,887 | $232K |
| TCFG Wealth Management, LLC | 0.12% | — | 2,884 | $232K |
| Brickley Wealth Management | 0.05% | Add +3.0% | 2,883 | $232K |
| Leo Wealth, LLC | 0.02% | Add +0.2% | 2,871 | $231K |
| Robinson Smith Wealth Advisors LLC | 0.19% | No change | 2,838 | $228K |
| Matisse Capital | 0.11% | No change | 2,835 | $228K |
| Strategic Wealth Investment Group, LLC | 0.02% | No change | 2,843 | $228K |
| New Century Financial Group, LLC | 0.08% | Add +1.3% | 2,828 | $227K |
| Members Trust Co | 0.01% | Reduce -29.1% | 2,826 | $227K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -3.1% | 2,791 | $224K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -2.0% | 2,791 | $224K |
| Focused Wealth Management, Inc | 0.03% | Add +1.2% | 2,788 | $224K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +0.6% | 2,784 | $224K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 2,776 | $223K |
| Centaurus Financial, Inc. | 0.01% | Add +7.9% | 2,776 | $223K |
| Balanced Rock Investment Advisors LLC | 0.17% | No change | 2,766 | $222K |
| Lutz Financial Services LLC | 0.02% | No change | 2,759 | $222K |
| Essex LLC | 0.05% | No change | 2,757 | $222K |
| William Howard & Co Financial Advisors Inc | 0.19% | Add +1.2% | 2,743 | $220K |
| CWC Advisors, LLC. | 0.22% | — | 2,733 | $220K |
| Leading Edge Financial Planning LLC | 0.07% | No change | 2,733 | $220K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 2,721 | $219K |
| Assetmark, Inc. | 0.00% | Reduce -8.7% | 2,719 | $219K |
| Wedbush Securities Inc. | 0.01% | New | 2,713 | $218K |
| Synergy Financial Group, LTD | 0.21% | No change | 2,701 | $217K |
| Advocate Group LLC | 0.04% | No change | 2,700 | $217K |
| Independent Financial Group, LLC | 0.01% | New | 2,692 | $216K |
| Vanguard Group Inc. | 0.00% | New | 2,668 | $214K |
| Home Federal Bank of Tennessee | 0.06% | New | 2,635 | $212K |
| Good Life Advisors, LLC | 0.01% | New | 2,628 | $211K |
| Clark Asset Management, LLC | 0.05% | Reduce -23.9% | 2,622 | $211K |
| Adero Partners, LLC | 0.01% | New | 2,619 | $211K |
| Keudell/Morrison Wealth Management | 0.06% | New | 2,600 | $209K |
| AlphaCore Capital LLC | 0.05% | Reduce -2.2% | 2,584 | $208K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -13.6% | 2,577 | $207K |
| Silverlake Wealth Management LLC | 0.08% | New | 2,570 | $207K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -38.3% | 2,544 | $204K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -29.6% | 2,521 | $203K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 2,512 | $202K |
| Perissos Private Wealth Management, LLC | 0.16% | New | 2,508 | $202K |
| Wealth Management Resources, Inc. | 0.08% | New | 2,504 | $201K |
| SGL Investment Advisors, Inc. | 0.10% | — | 7,346 | $200K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +60.9% | 2,392 | $192K |
| Planning Capital Management Corp | 0.13% | Add +1.1% | 2,373 | $191K |
| GoalVest Advisory LLC | 0.05% | No change | 2,291 | $184K |
| Earned Wealth Advisors, LLC | 0.06% | New | 2,286 | $184K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2322.0% | 2,204 | $177K |
| Ridgewood Investments LLC | 0.09% | Add +320.2% | 2,202 | $177K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,134 | $172K |
| Chilton Capital Management LLC | 0.01% | No change | 2,133 | $171K |
| West Paces Advisors Inc. | 0.04% | No change | 2,100 | $169K |
| Smartleaf Asset Management LLC | 0.02% | Add +108.3% | 1,987 | $159K |
| Planned Solutions, Inc. | 0.06% | New | 1,960 | $158K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,886 | $152K |
| Bruce G. Allen Investments, LLC | 0.11% | Add +1.1% | 1,779 | $143K |
| Robbins Farley | 0.07% | Reduce -6.2% | 1,766 | $142K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,763 | $142K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 1,690 | $136K |
| Missouri Trust & Investment Co | 0.05% | Reduce -12.9% | 1,690 | $136K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -1.0% | 1,524 | $123K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +3.5% | 1,494 | $120K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,465 | $118K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -63.5% | 4,375 | $117K |
| Raleigh Capital Management Inc. | 0.04% | Add +1.1% | 1,451 | $117K |
| TD Capital Management LLC | 0.01% | Add +1.1% | 1,444 | $116K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -7.0% | 1,436 | $115K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,416 | $114K |
| SRH Advisors, LLC | 0.03% | No change | 1,380 | $111K |
| Kennebec Savings Bank | 0.10% | — | 1,320 | $106K |
| BlackRock, Inc. | 0.00% | — | 1,284 | $103K |
| NorthRock Partners, LLC | 0.00% | Reduce -27.6% | 1,227 | $99K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -24.1% | 1,209 | $97K |
| Citizens National Bank Trust Department | 0.02% | No change | 1,200 | $96K |
| Evensky & Katz LLC | 0.01% | Add +0.9% | 1,186 | $95K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +13.0% | 1,159 | $93K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,150 | $92K |
| Howe & Rusling Inc. | 0.01% | Add +1.2% | 1,126 | $90K |
| Continuum Advisory, LLC | 0.01% | Reduce -9.3% | 3,318 | $90K |
| Aspire Private Capital, LLC | 0.02% | No change | 1,112 | $89K |
| CoreCap Advisors, LLC | 0.00% | New | 1,081 | $87K |
| Johnson Financial Group, Inc. | 0.00% | Add +173.8% | 1,057 | $85K |
| Peachtree Investment Partners, LLC | 0.03% | New | 1,000 | $80K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,000 | $80K |
| Kozak & Associates, Inc. | 0.02% | Add +201.5% | 2,813 | $77K |
| Ancora Advisors LLC | 0.00% | No change | 923 | $74K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 914 | $73K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 893 | $72K |
| GeoWealth Management, LLC | 0.00% | New | 873 | $70K |
| Northwest Investment Counselors, LLC | 0.02% | New | 828 | $67K |
| JNBA Financial Advisors | 0.01% | Reduce -9.3% | 826 | $66K |
| Pflug Koory, LLC | 0.00% | — | 806 | $65K |
| Halpern Financial, Inc. | 0.02% | Reduce -11.5% | 771 | $62K |
| Horizon Financial Services, LLC | 0.04% | No change | 748 | $60K |
| Caldwell Trust Co | 0.01% | No change | 745 | $60K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 736 | $59K |
| Copley Financial Group, Inc. | 0.05% | — | 704 | $57K |
| Phillips Financial Management, LLC | 0.00% | No change | 680 | $55K |
| Valley National Advisers Inc. | 0.01% | Add +13.1% | 675 | $54K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 668 | $54K |
| Beacon Capital Management, LLC | 0.01% | Add +0.2% | 595 | $48K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -53.1% | 589 | $47K |
| Jones Financial Companies LLLP | 0.00% | Add +89.9% | 564 | $45K |
| Mitchell Sinkler & Starr | 0.01% | No change | 560 | $45K |
| Fortitude Family Office, LLC | 0.02% | Add +1.1% | 545 | $44K |
| Key Financial Inc | 0.01% | No change | 523 | $42K |
| Briaud Financial Planning Inc | 0.02% | No change | 519 | $41K |
| Blume Capital Management, Inc. | 0.01% | No change | 500 | $40K |
| EnRich Financial Partners LLC | 0.01% | No change | 489 | $39K |
| NWK Group, Inc. | 0.02% | No change | 472 | $38K |
| CVA Family Office, LLC | 0.01% | Add +0.9% | 463 | $37K |
| Versant Capital Management, Inc | 0.01% | Reduce -3.2% | 453 | $36K |
| WASHINGTON TRUST Co | 0.00% | Reduce -55.4% | 451 | $36K |
| Family Capital Trust Co | 0.01% | No change | 433 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 425 | $34K |
| Olistico Wealth, LLC | 0.02% | Reduce -14.9% | 412 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 411 | $33K |
| Tidemark, LLC | 0.01% | New | 400 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 399 | $32K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 390 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -50.1% | 387 | $31K |
| WFA of San Diego, LLC | 0.03% | Add +1.1% | 374 | $30K |
| First PREMIER Bank | 0.01% | No change | 345 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 348 | $28K |
| Dagco, Inc. | 0.01% | No change | 347 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 332 | $27K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 331 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | Add +205.0% | 305 | $25K |
| ORG Partners LLC | 0.00% | No change | 304 | $24K |
| Main Street Group, LTD | 0.01% | No change | 298 | $24K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 292 | $23K |
| Wintrust Investments LLC | 0.02% | Reduce -90.0% | 293 | $23K |
| Clear Point Advisors Inc. | 0.02% | Add +1.2% | 260 | $21K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 220 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 205 | $16K |
| First Command Advisory Services, Inc. | 0.00% | New | 201 | $16K |
| Venturi Wealth Management, LLC | 0.00% | No change | 186 | $15K |
| WR Wealth Planners, LLC | 0.00% | New | 180 | $14K |
| Stephens Consulting, LLC | 0.00% | No change | 178 | $14K |
| Sandy Spring Bank | 0.00% | No change | 177 | $14K |
| M&R Capital Management Inc. | 0.00% | Add +0.6% | 169 | $14K |
| Thompson Investment Management, Inc. | 0.00% | No change | 165 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 161 | $13K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 151 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 150 | $12K |
| AlphaMark Advisors, LLC | 0.00% | No change | 150 | $12K |
| Archer Investment Corp | 0.00% | No change | 136 | $11K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 131 | $11K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 125 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 118 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $9K |
| Crewe Advisors LLC | 0.00% | New | 107 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 100 | $8K |
| Park Place Capital Corp | 0.00% | No change | 94 | $8K |
| LRI Investments, LLC | 0.00% | Add +200.0% | 261 | $7K |
| Nemes Rush Group LLC | 0.00% | Reduce -1.1% | 88 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 75 | $6K |
| New Millennium Group LLC | 0.00% | No change | 70 | $6K |
| SouthState Bank Corp | 0.00% | No change | 67 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 65 | $5K |
| Arax Advisory Partners | 0.00% | No change | 64 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -19.5% | 62 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 51 | $4K |
| City State Bank | 0.00% | New | 46 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 45 | $4K |
| Flaharty Asset Management, LLC | 0.00% | New | 38 | $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 | $3K |
| Rise Advisors, LLC | 0.00% | No change | 31 | $2K |
| Fifth Third Bancorp | 0.00% | New | 31 | $2K |
| Abound Wealth Management | 0.00% | No change | 29 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 27 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 18 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 14 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 20 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $804 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 8 | $643 |
| Integrity Financial Corp | 0.00% | No change | 6 | $482 |
| NewSquare Capital LLC | 0.00% | Add +25.0% | 5 | $414 |
| Godsey & Gibb, Inc. | 0.00% | No change | 5 | $402 |
| Founders Financial Alliance, LLC | 0.00% | No change | 4 | $321 |
| Morling Financial Advisors, LLC | 0.00% | No change | 4 | $292 |
| Private Trust Co. NA | 0.00% | Reduce -97.7% | 3 | $241 |
| American Capital Advisory, LLC | 0.00% | Reduce -97.6% | 2 | $161 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 2 | $131 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1 | $83 |
| Cornerstone Planning Group LLC | 0.00% | Add +50.0% | 3 | $80 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $80 |
"% 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.