Schwab US Large-Cap ValueSCHVETF
13F holders, Q4 2024 (December 31)826holders +38
45new positions
54sold out
5famous investors
$26.08avg. 13F price*
At the end of Q4 2024, 826 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 38 from Q3 2024. 45 opened new positions and 54 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($1.0B) and Mather Group, Llc. ($833.2M). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $27.7M |
| Exits | 54 | $39.1M |
All 13F filers, Q3 2024 → Q4 2024: 13,635,001 shares bought and 22,603,286 shares sold, net −8,968,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| Financial Engines Advisors L.L.C. | 3.04% | Reduce -5.3% | 55,360,772 | $1.4B |
| Sei Investments Co. | 1.30% | Add +6.9% | 38,914,600 | $1.0B |
| Mather Group, Llc. | 10.81% | Reduce -0.9% | 31,961,534 | $833.2M |
| Envestnet Asset Management Inc. | 0.13% | Add +9.4% | 15,926,683 | $415.2M |
| Osaic Holdings, Inc. | 0.65% | Reduce -11.8% | 11,205,727 | $291.5M |
| Avantax Planning Partners, Inc. | 9.33% | No change | 9,927,842 | $258.8M |
| Mariner, LLC | 0.35% | Reduce -0.3% | 7,950,753 | $207.3M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Reduce -0.5% | 7,608,951 | $198.4M |
| Betterment LLC | 0.29% | Reduce -3.4% | 4,652,799 | $121.3M |
| Gemmer Asset Management LLC | 10.75% | Add +2.3% | 4,188,511 | $109.2M |
| LPL Financial LLC | 0.04% | Add +5.8% | 3,495,163 | $91.1M |
| Savant Capital, LLC | 0.71% | Reduce -4.2% | 3,456,606 | $90.1M |
| Moneta Group Investment Advisors LLC | 1.25% | Reduce -65.5% | 3,427,107 | $89.3M |
| Rainey & Randall Wealth Advisors Inc. | 14.87% | Add +4.1% | 2,877,420 | $75.0M |
| Mokosak Advisory Group, LLC | 21.86% | Add +0.5% | 2,796,842 | $72.9M |
| Financial Advisors, LLC | 13.63% | Reduce -0.7% | 2,724,819 | $71.0M |
| Morgan Stanley | 0.00% | Add +12.6% | 2,386,548 | $62.2M |
| HighTower Advisors, LLC | 0.08% | Add +0.3% | 2,217,242 | $57.8M |
| Krilogy Financial LLC | 3.83% | Reduce -16.4% | 2,205,034 | $57.5M |
| Focus Partners Advisor Solutions, LLC | 0.87% | Add +505.8% | 1,976,668 | $51.5M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -1.5% | 1,899,117 | $49.5M |
| CX Institutional | 1.91% | Add +41.4% | 1,843,143 | $48.1M |
| UBS Group AG | 0.01% | Reduce -4.3% | 1,819,279 | $47.4M |
| Financial Counselors Inc. | 0.69% | Add +3.1% | 1,806,206 | $47.1M |
| Bank of America Corp. | 0.00% | Add +9.5% | 1,786,273 | $46.6M |
| Avantax Advisory Services, Inc. | 0.27% | Add +49.9% | 1,645,580 | $42.9M |
| Brady Martz Wealth Solutions, LLC | 10.30% | — | 1,630,893 | $42.7M |
| Summit Wealth & Retirement Planning, Inc. | 13.02% | Reduce -0.4% | 1,613,829 | $42.1M |
| OneDigital Investment Advisors LLC | 0.46% | Reduce -7.6% | 1,518,690 | $39.6M |
| Ameriprise Financial Inc. | 0.01% | Add +10.5% | 1,491,069 | $38.9M |
| Cooper Financial Group | 4.49% | Add +6.6% | 1,430,875 | $37.3M |
| GenWealth Group, Inc. | 8.34% | Add +3.0% | 1,404,756 | $36.6M |
| Compound Planning, Inc. | 1.79% | Add +5.1% | 1,357,798 | $35.4M |
| Dodds Wealth, LLC | 11.12% | Reduce -67.5% | 1,278,176 | $34.6M |
| Dravo Bay LLC | 15.86% | Add +3.0% | 1,254,574 | $32.7M |
| XML Financial, LLC | 2.86% | Add +3.9% | 1,197,455 | $31.2M |
| Northern Capital Management, Inc. | 19.13% | Add +0.2% | 1,196,755 | $31.2M |
| HRC Wealth Management, LLC | 18.38% | Add +1.5% | 1,187,620 | $31.0M |
| FAS Wealth Partners, Inc. | 2.57% | Reduce -3.5% | 1,173,281 | $30.6M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -7.4% | 1,127,768 | $30.4M |
| Ballast Advisors LLC | 9.35% | Add +1.0% | 1,163,809 | $30.3M |
| Cetera Investment Advisers | 0.06% | Reduce -4.8% | 1,159,773 | $30.2M |
| Black Diamond Financial, LLC | 4.50% | Add +11.0% | 1,150,931 | $30.0M |
| MIdWestOne Financial Group, Inc. | 4.13% | Add +0.5% | 1,127,228 | $29.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.8% | 1,058,286 | $27.6M |
| Veery Capital, LLC | 10.36% | Add +20.9% | 1,038,132 | $27.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,031,691 | $26.9M |
| Focus Financial Network, Inc. | 1.07% | Reduce -8.6% | 1,031,057 | $26.9M |
| Summit Asset Management, LLC | 4.69% | Add +23.8% | 1,024,087 | $26.7M |
| Marshall Financial Group Inc. | 7.99% | Add +0.2% | 1,002,696 | $26.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +16.8% | 999,509 | $26.1M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -2.2% | 966,941 | $25.2M |
| MAI Capital Management | 0.19% | No change | 965,484 | $25.2M |
| GHP Investment Advisors, Inc. | 1.17% | Add +2.4% | 961,795 | $25.1M |
| Tradition Wealth Management, LLC | 2.12% | Add +0.3% | 923,003 | $24.1M |
| Prime Capital Investment Advisors, LLC | 0.34% | Reduce -2.1% | 910,701 | $23.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.45% | Reduce -2.1% | 893,666 | $23.3M |
| Financial Advisors Network, Inc. | 3.64% | — | 839,516 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +6720.4% | 807,405 | $21.0M |
| Sage Financial Group Inc. | 1.67% | Reduce -2.2% | 794,055 | $20.7M |
| Creative Planning | 0.02% | Reduce -1.4% | 753,220 | $19.6M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -10.6% | 744,077 | $19.4M |
| Ally Invest Advisors Inc. | 1.67% | Add +10.0% | 741,043 | $19.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.9% | 735,459 | $19.2M |
| Persium Advisors, LLC | 18.77% | — | 730,712 | $19.0M |
| JPMorgan Chase & Co. | 0.00% | Add +16.1% | 725,097 | $18.9M |
| Cerity Partners LLC | 0.04% | Reduce -11.3% | 716,327 | $18.7M |
| Noble Family Wealth, LLC | 4.94% | No change | 690,921 | $17.9M |
| JBGlobal.com LLC | 18.75% | — | 680,734 | $17.7M |
| MML Investors Services, LLC | 0.06% | Add +6.5% | 675,339 | $17.6M |
| Captrust Financial Advisors | 0.05% | Reduce -8.3% | 674,546 | $17.6M |
| Seneca Financial Advisors LLC | 8.42% | Add +1.1% | 650,612 | $17.0M |
| Garde Capital, Inc. | 1.08% | Add +1.6% | 628,571 | $16.4M |
| Stark Wealth Management LLC | 12.00% | — | 624,825 | $16.3M |
| Cape Investment Advisory, Inc. | 6.20% | Reduce -0.9% | 608,109 | $15.9M |
| Mutual Advisors, LLC | 0.46% | Reduce -65.9% | 589,523 | $15.7M |
| Denver PWM, LLC | 5.96% | Reduce -14.6% | 591,016 | $15.4M |
| Ethos Financial Group, LLC | 2.00% | Add +8.7% | 586,310 | $15.3M |
| Perigon Wealth Management, LLC | 0.37% | Add +7.9% | 570,803 | $15.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 6.82% | Reduce -2.0% | 582,529 | $15.2M |
| Cornerstone Wealth Advisors, Inc. | 4.15% | Add +2.2% | 580,354 | $15.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.79% | Add +9.7% | 555,954 | $14.5M |
| Raymond James Financial Inc. | 0.01% | — | 552,792 | $14.4M |
| Meriwether Wealth & Planning, LLC | 10.21% | — | 549,971 | $14.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -42.0% | 546,256 | $14.2M |
| Wealthcare Advisory Partners LLC | 0.39% | Reduce -2.3% | 541,438 | $14.1M |
| Global Strategic Investment Solutions, LLC | 1.62% | No change | 530,221 | $13.8M |
| Martel Wealth Advisors LLC | 2.67% | No change | 524,112 | $13.7M |
| USAdvisors Wealth Management, LLC | 4.41% | Add +13.6% | 520,725 | $13.6M |
| Bank Hapoalim BM | 2.22% | No change | 504,000 | $13.1M |
| Goepper Burkhardt LLC | 5.10% | Reduce -4.3% | 482,033 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +15.9% | 478,622 | $12.5M |
| Integrated Advisors Network LLC | 0.60% | Reduce -1.1% | 477,005 | $12.4M |
| LCNB Corp. | 4.50% | Reduce -1.3% | 473,570 | $12.3M |
| Bogart Wealth, LLC | 0.56% | Add +0.3% | 450,607 | $11.7M |
| Payne Capital Management, LLC | 4.97% | — | 441,864 | $11.5M |
| YANKCOM Partnership | 5.80% | — | 416,113 | $10.8M |
| CW Advisors, LLC | 0.15% | Add +1.9% | 412,485 | $10.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -3.3% | 401,608 | $10.5M |
| Ackerman Capital Advisors, LLC | 2.73% | Reduce -0.8% | 399,628 | $10.4M |
| Gill Capital Partners, LLC | 3.63% | Add +2.0% | 387,915 | $10.1M |
| James J. Burns & Company, LLC | 1.69% | Add +1.4% | 372,410 | $9.7M |
| Whitaker-Myers Wealth Managers, LTD. | 2.71% | Add +26.3% | 356,691 | $9.3M |
| WealthShield Partners, LLC | 1.29% | Add +3.6% | 348,605 | $9.1M |
| White Pine Investment CO | 2.42% | Reduce -0.7% | 343,050 | $8.9M |
| Councilor Wealth, LLC | 4.20% | Add +3.6% | 338,411 | $8.8M |
| Harbor Group, Inc. | 1.98% | Reduce -0.3% | 337,175 | $8.8M |
| Capital Planning LLC | 2.27% | Add +1.2% | 331,742 | $8.6M |
| EWG Elevate Inc. | 2.63% | Add +6.1% | 331,701 | $8.6M |
| US Bancorp \de | 0.01% | Reduce -8.3% | 329,874 | $8.6M |
| Weinberger Asset Management, Inc | 3.49% | Reduce -2.0% | 320,383 | $8.4M |
| Opes Wealth Management LLC | 1.67% | Add +1.6% | 312,648 | $8.2M |
| Diversified Portfolios, Inc. | 0.85% | Add +8.9% | 300,621 | $7.8M |
| Game Plan Financial Advisors, LLC | 4.10% | Add +40.2% | 277,114 | $7.7M |
| Independent Solutions Wealth Management, LLC | 1.68% | Reduce -9.3% | 295,180 | $7.7M |
| Bishop & Co Investment Management, LLC | 2.91% | Add +3.8% | 292,766 | $7.6M |
| Total Wealth Planning, LLC | 1.19% | Reduce -8.2% | 292,678 | $7.6M |
| Berkshire Asset Management LLC | 0.36% | Add +14.6% | 277,858 | $7.6M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -0.6% | 289,119 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +404.8% | 284,717 | $7.4M |
| IVC Wealth Advisors LLC | 4.14% | No change | 284,010 | $7.4M |
| Christensen, King & Associates Investment Services, Inc. | 3.47% | Add +0.7% | 281,130 | $7.4M |
| Safeguard Financial, LLC | 1.60% | Add +34.7% | 282,350 | $7.4M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -4.3% | 279,388 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 278,675 | $7.3M |
| Focus Partners Wealth | 0.02% | Reduce -5.6% | 274,065 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -10.8% | 265,604 | $6.9M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -10.8% | 265,604 | $6.9M |
| Thrive Wealth Management, LLC | 1.24% | Add +3.3% | 263,883 | $6.9M |
| Courage Miller Partners, LLC | 2.33% | Reduce -0.4% | 261,064 | $6.8M |
| Columbus Macro, LLC | 0.92% | Add +317.3% | 255,050 | $6.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.74% | Add +18.4% | 254,217 | $6.6M |
| Florida Financial Advisors, LLC | 2.95% | Reduce -6.7% | 253,504 | $6.6M |
| Exencial Wealth Advisors, LLC | 0.24% | Reduce -7.4% | 246,219 | $6.4M |
| Gladstone Institutional Advisory LLC | 0.30% | Reduce -2.3% | 245,912 | $6.4M |
| Cresset Asset Management, LLC | 0.03% | Add +1.0% | 244,603 | $6.4M |
| PrairieView Partners, LLC | 0.66% | Reduce -8.5% | 243,491 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +14.0% | 242,096 | $6.3M |
| Gunma Bank,Ltd. | 2.07% | Add +11.1% | 240,000 | $6.3M |
| ProVise Management Group, LLC | 0.53% | Reduce -2.1% | 238,403 | $6.2M |
| Brand Asset Management Group, Inc. | 2.46% | Reduce -11.5% | 232,530 | $6.1M |
| Friday Financial | 4.08% | — | 227,133 | $5.9M |
| Curtis Advisory Group, LLC | 1.57% | Add +10.6% | 227,107 | $5.9M |
| Per Stirling Capital Management, LLC. | 0.84% | Add +1.8% | 226,853 | $5.9M |
| Bcwm, LLC | 2.07% | — | 223,137 | $5.8M |
| One Capital Management, LLC | 0.19% | Add +1.6% | 221,627 | $5.8M |
| Ifrah Financial Services, Inc. | 1.59% | Reduce -0.5% | 220,745 | $5.8M |
| Paces Ferry Wealth Advisors, LLC | 2.77% | No change | 218,865 | $5.7M |
| Lowery Thomas, LLC | 3.71% | Add +0.2% | 218,455 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -2.6% | 217,169 | $5.7M |
| Conning Inc. | 0.21% | No change | 215,745 | $5.6M |
| Waverly Advisors, LLC | 0.09% | Add +4.3% | 213,204 | $5.6M |
| Glassman Wealth Services | 0.93% | Add +0.6% | 212,822 | $5.5M |
| Visionary Wealth Advisors | 0.32% | Reduce -4.9% | 209,123 | $5.5M |
| SteelPeak Wealth, LLC | 0.22% | New | 206,775 | $5.4M |
| Shepherd Kaplan Krochuk, LLC | 4.40% | Reduce -12.9% | 201,681 | $5.3M |
| Petra Financial Advisors Inc. | 3.51% | Add +1.4% | 198,053 | $5.2M |
| Werba Rubin Papier Wealth Management | 1.22% | Add +0.6% | 197,655 | $5.2M |
| Panoramic Investment Advisors, LLC | 3.31% | Add +0.4% | 195,043 | $5.1M |
| Avant Capital LLC | 4.21% | — | 194,760 | $5.1M |
| Summit Financial, LLC | 0.18% | Add +3.1% | 192,900 | $5.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.93% | Add +15.5% | 190,243 | $5.0M |
| RKL Wealth Management LLC | 0.44% | Reduce -16.0% | 189,019 | $4.9M |
| SpringVest Wealth Management LLC | 4.20% | — | 187,863 | $4.9M |
| FMR LLC | 0.00% | Reduce -6.5% | 187,642 | $4.9M |
| Nadler Financial Group, Inc. | 0.50% | Add +19.7% | 183,170 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Add +15.3% | 182,668 | $4.8M |
| Cathy Pareto & Associates, Inc. | 4.34% | — | 181,195 | $4.7M |
| Sunbelt Securities, Inc. | 0.41% | Reduce -47.9% | 180,302 | $4.7M |
| Golden Bell Financial Planning LLC | 4.70% | — | 179,291 | $4.7M |
| Newman Dignan & Sheerar, Inc. | 1.20% | Reduce -67.3% | 179,101 | $4.7M |
| Northeast Financial Group, Inc. | 1.78% | Add +14.1% | 178,639 | $4.7M |
| Cahill Financial Advisors Inc. | 0.62% | Reduce -1.4% | 175,658 | $4.6M |
| Edge Capital Group, LLC | 0.20% | Reduce -1.8% | 174,473 | $4.5M |
| SeaCrest Wealth Management, LLC | 0.48% | Reduce -3.7% | 174,010 | $4.5M |
| Leeward Financial Partners, LLC | 1.58% | Add +1.9% | 169,609 | $4.4M |
| Allworth Financial LP | 0.02% | Add +106.8% | 161,925 | $4.4M |
| Dakota Wealth Management | 0.10% | Add +4.7% | 167,412 | $4.4M |
| Embree Financial Group | 0.74% | Reduce -1.3% | 165,616 | $4.3M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -3.6% | 163,447 | $4.3M |
| Von Berge Wealth Management Group, LLC | 2.48% | Reduce -66.1% | 150,084 | $4.1M |
| Lighthouse Wealth Management Inc. | 3.71% | — | 155,295 | $4.0M |
| American Financial & Tax Strategies Inc. | 2.10% | Reduce -0.1% | 155,285 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +105.6% | 154,158 | $4.0M |
| Affinity Capital Advisors, LLC | 0.75% | Reduce -1.6% | 153,119 | $4.0M |
| Everhart Financial Group, Inc. | 0.82% | Reduce -0.9% | 152,339 | $4.0M |
| Altfest L J & Co. Inc. | 0.50% | Add +329.2% | 150,895 | $3.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -4.6% | 148,924 | $3.9M |
| Waterford Advisors, LLC | 1.97% | No change | 148,145 | $3.9M |
| Pure Portfolios Holdings LLC | 1.40% | Add +12.1% | 145,024 | $3.8M |
| Blue Bell Private Wealth Management, LLC | 0.72% | Reduce -1.7% | 144,625 | $3.8M |
| Townsquare Capital LLC | 0.04% | Reduce -5.3% | 144,619 | $3.8M |
| Brookstone Capital Management | 0.05% | Add +27.4% | 142,031 | $3.7M |
| Retirement Investment Advisors, Inc. | 0.39% | Add +0.9% | 141,876 | $3.7M |
| Capital Advisors Wealth Management, LLC | 0.66% | Add +5.9% | 141,581 | $3.7M |
| Main Street Financial Solutions, LLC | 0.36% | Add +1.7% | 141,005 | $3.7M |
| Quadrature Capital Ltd | 0.07% | New | 140,952 | $3.7M |
| ZynergyRetirementPlanningLLC | 2.53% | Reduce -66.7% | 44,711 | $3.6M |
| Westbourne Investment Advisors, Inc. | 1.20% | Add +15.1% | 134,270 | $3.5M |
| Leavell Investment Management, Inc. | 0.17% | Reduce -1.6% | 133,790 | $3.5M |
| Altus Wealth Group LLC | 1.52% | Add +2.6% | 131,395 | $3.4M |
| Riversedge Advisors, LLC | 0.77% | Add +80.4% | 130,596 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Add +91.7% | 129,269 | $3.4M |
| LifePlan Investment Advisors, Inc. | 2.08% | Reduce -3.7% | 128,873 | $3.4M |
| Warner Financial, Inc. | 1.44% | Add +25.0% | 128,713 | $3.4M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -6.5% | 128,147 | $3.3M |
| Apriem Advisors | 0.38% | Add +3.0% | 126,897 | $3.3M |
| Arbor Trust Wealth Advisors, LLC | 1.55% | Reduce -2.4% | 126,763 | $3.3M |
| DDD Partners, LLC | 0.40% | Add +1.1% | 126,275 | $3.3M |
| Consolidated Portfolio Review Corp | 0.52% | Add +1.9% | 126,237 | $3.3M |
| Cadence Wealth Management LLC | 2.16% | Add +13.9% | 125,341 | $3.3M |
| Cwm, LLC | 0.01% | Add +5.6% | 124,787 | $3.3M |
| Grant/GrossMendelsohn, LLC | 1.69% | Reduce -5.9% | 123,931 | $3.2M |
| Renaissance Technologies | 0.00% | Add +46.9% | 123,400 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.15% | Reduce -3.9% | 122,723 | $3.2M |
| Kingswood Wealth Advisors, LLC | 0.24% | New | 122,638 | $3.2M |
| Brandywine Oak Private Wealth LLC | 0.31% | No change | 121,458 | $3.2M |
| Coastwise Capital Group, LLC | 2.52% | Reduce -2.1% | 120,767 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 0.86% | No change | 120,483 | $3.1M |
| North Star Asset Management Inc. | 0.14% | Reduce -0.8% | 117,580 | $3.1M |
| Barden Capital Management, Inc. | 2.62% | Add +5.1% | 117,369 | $3.1M |
| Steele Capital Management, Inc. | 0.16% | Reduce -1.4% | 115,595 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +40.4% | 115,580 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -8.7% | 114,269 | $3.0M |
| Modera Wealth Management, LLC | 0.04% | Add +253.3% | 114,206 | $3.0M |
| Independent Advisor Alliance | 0.04% | Add +807.3% | 113,367 | $3.0M |
| KPP Advisory Services LLC | 0.69% | Add +6.0% | 111,891 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +63.1% | 109,526 | $2.9M |
| Schaeffer Financial LLC | 2.84% | Reduce -1.2% | 109,327 | $2.9M |
| Cary Street Partners Financial LLC | 0.09% | — | 107,520 | $2.8M |
| Compass Advisory Group LLC | 1.00% | Reduce -3.5% | 107,003 | $2.8M |
| Woodmont Investment Counsel LLC | 0.20% | Reduce -0.1% | 104,124 | $2.7M |
| Kelly Financial Group LLC | 0.94% | — | 101,322 | $2.6M |
| Murphy & Mullick Capital Management Corp | 2.40% | — | 99,854 | $2.6M |
| Hart & Patterson Financial Group LLC | 1.26% | Add +1.3% | 99,627 | $2.6M |
| Quantum Portfolio Management LLC | 1.38% | Add +3.3% | 98,945 | $2.6M |
| Lido Advisors, LLC | 0.02% | Add +34.8% | 96,406 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Reduce -4.5% | 95,579 | $2.5M |
| Broadview Financial Management, LLC | 1.76% | Reduce -0.7% | 94,387 | $2.5M |
| Compass Planning Associates Inc | 2.49% | — | 94,098 | $2.5M |
| Fagan Associates, Inc. | 0.38% | Reduce -0.9% | 92,791 | $2.4M |
| Joseph Group Capital Management | 0.95% | Add +3.7% | 92,451 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -30.8% | 91,852 | $2.4M |
| Pure Financial Advisors, LLC | 0.05% | Add +10.5% | 90,623 | $2.4M |
| Brown Wealth Management, LLC | 0.84% | Add +2.9% | 90,497 | $2.4M |
| M3 Advisory Group, LLC | 1.69% | Add +16.3% | 90,388 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.81% | Reduce -7.7% | 90,330 | $2.4M |
| Fortress Wealth Management, Inc. | 1.14% | Reduce -3.3% | 90,319 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +0.8% | 88,661 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -2.1% | 88,459 | $2.3M |
| Evoke Wealth, LLC | 0.06% | No change | 88,290 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -47.1% | 88,288 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.75% | Add +0.4% | 88,054 | $2.3M |
| Cambridge Financial Group, LLC | 0.98% | Reduce -11.2% | 87,871 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.3% | 87,577 | $2.3M |
| Allen Capital Group, LLC | 0.28% | No change | 86,935 | $2.3M |
| Weaver Capital Management LLC | 0.63% | Add +0.7% | 86,437 | $2.3M |
| Asset Dedication, LLC | 0.18% | Reduce -11.7% | 85,685 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +7.5% | 84,191 | $2.2M |
| Acas, LLC | 1.62% | Reduce -2.0% | 80,419 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Add +0.5% | 83,590 | $2.2M |
| Zacks Investment Management | 0.02% | Add +81.0% | 82,613 | $2.2M |
| Berger Financial Group, Inc | 0.15% | Add +0.2% | 82,554 | $2.2M |
| Matthew Goff Investment Advisor, LLC | 0.39% | Reduce -0.6% | 80,814 | $2.1M |
| Hill Island Financial LLC | 0.61% | Reduce -1.3% | 79,689 | $2.1M |
| Aspen Grove Capital, LLC | 0.44% | Add +1.6% | 79,075 | $2.1M |
| Retirement Planning Group, LLC | 0.10% | Add +11.6% | 76,487 | $2.0M |
| Merriman Wealth Management, LLC | 0.08% | Add +5.6% | 76,437 | $2.0M |
| Smith Anglin Financial, LLC | 0.19% | Add +1.5% | 76,397 | $2.0M |
| Bleakley Financial Group, LLC | 0.06% | Add +2.8% | 75,829 | $2.0M |
| Pinnacle Family Advisors, LLC | 0.95% | New | 75,616 | $2.0M |
| Duncker Streett & Co. Inc. | 0.36% | Reduce -5.5% | 75,266 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +231.4% | 73,903 | $1.9M |
| BCS Wealth Management | 0.48% | New | 73,444 | $1.9M |
| Arkadios Wealth Advisors | 0.10% | Reduce -1.3% | 72,939 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.68% | Reduce -2.1% | 71,187 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +4.8% | 69,872 | $1.8M |
| SIMA Wealth Partners, LLC | 1.54% | Reduce -8.4% | 69,678 | $1.8M |
| Wilkins Miller Wealth Management, LLC | 1.88% | — | 68,882 | $1.8M |
| Compass Capital Corp. /Ma/ | 0.70% | — | 68,640 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Reduce -32.9% | 68,441 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -5.0% | 68,090 | $1.8M |
| Emerald Advisors, LLC | 0.24% | Reduce -66.3% | 67,875 | $1.8M |
| Financial Strategies Group, Inc. | 0.42% | Reduce -64.8% | 68,468 | $1.8M |
| Kolinsky Wealth Management, LLC | 1.07% | Add +7.6% | 67,339 | $1.8M |
| Tortoise Investment Management, LLC | 0.18% | Reduce -0.3% | 66,904 | $1.7M |
| Eagle Harbor Asset Management Inc. | 1.72% | Reduce -17.8% | 65,911 | $1.7M |
| Composition Wealth, LLC | 0.03% | Reduce -13.6% | 65,139 | $1.7M |
| Elgethun Capital Management | 0.41% | Add +2.9% | 64,157 | $1.7M |
| Lederer & Associates Investment Counsel | 1.14% | Add +0.2% | 62,419 | $1.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +31.2% | 61,685 | $1.6M |
| Tudor Investment Corporation | 0.02% | Add +363.4% | 61,553 | $1.6M |
| Financial Advocates Investment Management | 0.09% | Reduce -0.6% | 60,904 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +4.0% | 60,836 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -21.3% | 60,815 | $1.6M |
| Signaturefd, LLC | 0.03% | Reduce -10.7% | 60,223 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -1.2% | 59,955 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.8% | 59,540 | $1.6M |
| New Hampshire Trust | 0.32% | Add +79.7% | 58,899 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -65.9% | 58,720 | $1.5M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -2.5% | 57,470 | $1.5M |
| GW Henssler & Associates Ltd. | 0.08% | Reduce -67.2% | 18,306 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.69% | Add +7.9% | 56,340 | $1.5M |
| Stonebridge Capital Advisors LLC | 0.12% | Reduce -13.6% | 56,012 | $1.5M |
| Keel Point, LLC | 0.11% | Reduce -1.3% | 54,889 | $1.4M |
| World Investment Advisors | 0.04% | Reduce -91.7% | 53,978 | $1.4M |
| Monograph Wealth Advisors, LLC | 0.19% | No change | 53,784 | $1.4M |
| Stewardship Advisors, LLC | 0.39% | Add +31.1% | 53,367 | $1.4M |
| Aspiriant, LLC | 0.05% | Add +16.5% | 52,559 | $1.4M |
| AdvisorNet Financial, Inc | 0.11% | Add +2.9% | 52,030 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -5.6% | 51,401 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +12.1% | 50,379 | $1.3M |
| Jentner Corp | 0.38% | Reduce -11.8% | 50,346 | $1.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.22% | Reduce -3.7% | 50,201 | $1.3M |
| Myecfo, LLC | 0.71% | Add +38.8% | 50,119 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +4.3% | 49,328 | $1.3M |
| Creekside Partners | 0.67% | Add +0.4% | 49,266 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -47.6% | 48,845 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.98% | — | 48,352 | $1.3M |
| Long Island Wealth Management, Inc. | 0.79% | Reduce -0.3% | 48,234 | $1.3M |
| William Mack & Associates, Inc. | 1.31% | — | 48,127 | $1.3M |
| Keb Asset Management, LLC | 0.36% | Add +0.6% | 47,983 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +27.1% | 47,593 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -0.9% | 47,364 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 47,126 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +29.0% | 47,097 | $1.2M |
| Mgo One Seven LLC | 0.05% | Add +11.8% | 46,881 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Add +8.4% | 46,345 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -13.0% | 46,067 | $1.2M |
| Seed Wealth Management, Inc. | 0.97% | Reduce -2.0% | 46,050 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.68% | Reduce -3.4% | 45,699 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -9.5% | 45,025 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Add +2.7% | 44,725 | $1.2M |
| Gradient Capital Advisors, LLC | 0.37% | Reduce -3.5% | 44,515 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -67.0% | 42,474 | $1.2M |
| Condor Capital Management | 0.10% | Reduce -0.8% | 44,400 | $1.2M |
| Carolinas Wealth Consulting LLC | 0.22% | Reduce -4.8% | 43,686 | $1.1M |
| K2 Financial Inc. | 1.13% | — | 43,769 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +251.4% | 43,433 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -1.0% | 43,062 | $1.1M |
| Whitener Capital Management, Inc. | 0.31% | Add +4.4% | 43,001 | $1.1M |
| BCGM Wealth Management, LLC | 0.35% | Add +0.7% | 42,818 | $1.1M |
| Haverford Trust Co | 0.01% | Add +17.2% | 42,217 | $1.1M |
| SOL Capital Management CO | 0.12% | Add +0.3% | 42,104 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.5% | 42,028 | $1.1M |
| LongView Wealth Management | 0.33% | No change | 41,952 | $1.1M |
| Blair William & Co. | 0.00% | Add +159.6% | 41,866 | $1.1M |
| Knuff & Co LLC | 0.33% | No change | 41,823 | $1.1M |
| Texas Yale Capital Corp. | 0.04% | Add +0.1% | 41,418 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +18.3% | 40,998 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +33.5% | 40,657 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.23% | Add +0.6% | 40,528 | $1.1M |
| CENTRAL TRUST Co | 0.03% | No change | 40,500 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.26% | Reduce -16.6% | 40,402 | $1.1M |
| Wealth Group, Ltd. | 0.68% | Add +44.2% | 40,060 | $1.0M |
| Athena Investment Management | 0.60% | No change | 39,585 | $1.0M |
| CGN Advisors LLC | 0.10% | Add +0.7% | 39,266 | $1.0M |
| Van Strum & Towne Inc. | 0.36% | Add +5.5% | 39,083 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 38,811 | $1.0M |
| Diversified Enterprises, LLC | 0.10% | Reduce -5.1% | 38,718 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -8.5% | 38,615 | $1.0M |
| Meritage Portfolio Management | 0.06% | Add +23.4% | 38,530 | $1.0M |
| Larson Financial Group LLC | 0.05% | Reduce -5.3% | 38,330 | $999K |
| Clayton Financial Group LLC | 0.36% | Add +2.8% | 37,875 | $987K |
| Santori & Peters, Inc. | 0.38% | Reduce -1.5% | 37,582 | $980K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -66.7% | 37,888 | $976K |
| Joule Financial, LLC | 0.34% | Add +21.9% | 36,996 | $964K |
| Private Capital Management LLC | 0.19% | Add +0.2% | 36,309 | $947K |
| Kovack Advisors, Inc. | 0.09% | Add +2.3% | 36,297 | $946K |
| Spire Wealth Management | 0.03% | Add +1.5% | 36,260 | $945K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.6% | 36,180 | $943K |
| ETF Store, Inc. | 1.17% | Reduce -11.4% | 36,089 | $941K |
| Hidden Cove Wealth Management, LLC | 0.75% | — | 35,310 | $921K |
| Bond & Devick Financial Network, Inc. | 0.39% | Reduce -66.7% | 11,435 | $919K |
| Nwam LLC | 0.06% | No change | 34,918 | $910K |
| Bank of Montreal | 0.00% | Reduce -5.5% | 34,769 | $906K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -1.9% | 34,653 | $903K |
| Northwest Capital Management Inc | 0.39% | Reduce -3.4% | 34,508 | $900K |
| Hoey Investments, Inc. | 0.15% | Reduce -6.2% | 34,446 | $898K |
| American Trust | 0.07% | New | 34,290 | $894K |
| Vanguard Capital Wealth Advisors | 0.98% | Reduce -2.6% | 34,221 | $892K |
| Sculati Wealth Management, LLC | 0.35% | Reduce -6.1% | 34,008 | $887K |
| Quadrant Private Wealth Management, LLC | 0.22% | Add +7.0% | 33,665 | $878K |
| Bfsg, LLC | 0.10% | Reduce -2.5% | 33,637 | $877K |
| Chesapeake Wealth Management | 0.30% | Add +1.4% | 33,595 | $876K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -0.5% | 33,543 | $874K |
| Partners Wealth Management, LLC | 0.99% | — | 33,415 | $871K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.1% | 33,111 | $863K |
| Sax Wealth Advisors, LLC | 0.07% | No change | 32,901 | $858K |
| ARK & TLK Investments, LLC | 0.30% | No change | 32,850 | $856K |
| Westbourne Investments, Inc. | 0.50% | — | 32,778 | $855K |
| Sachetta, LLC | 0.34% | No change | 32,598 | $850K |
| Montag & Caldwell, LLC | 0.18% | Reduce -1.0% | 32,597 | $850K |
| Milestone Investment Advisors LLC | 0.23% | Add +3.0% | 32,069 | $836K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.2% | 31,992 | $834K |
| Old National Bancorp | 0.02% | Add +42.9% | 31,818 | $829K |
| WBH Advisory Inc. | 0.08% | Reduce -0.7% | 31,310 | $816K |
| Burkett Financial Services, LLC | 0.33% | Add +0.6% | 31,073 | $810K |
| Transce3nd, LLC | 0.27% | — | 30,939 | $807K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +22.9% | 30,614 | $798K |
| Red Door Wealth Management, LLC | 0.12% | Add +0.2% | 30,542 | $796K |
| Greenleaf Trust | 0.01% | Add +5.6% | 30,255 | $789K |
| CM Wealth Advisors LLC | 0.26% | No change | 30,066 | $784K |
| Comerica Bank | 0.00% | Add +22.2% | 30,053 | $783K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.9% | 29,818 | $777K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 29,522 | $770K |
| Verum Partners LLC | 0.22% | Add +16.6% | 29,458 | $768K |
| Columbia Advisory Partners LLC | 0.71% | New | 29,297 | $764K |
| Ironwood Financial, llc | 0.16% | Add +0.6% | 29,232 | $762K |
| Kelleher Financial Advisors | 0.29% | No change | 29,220 | $762K |
| Aire Advisors, LLC | 0.16% | Reduce -2.1% | 29,216 | $762K |
| Marquette Asset Management, LLC | 0.12% | No change | 28,770 | $750K |
| Brighton Jones LLC | 0.02% | Add +27.5% | 28,473 | $742K |
| Natixis Advisors, LLC | 0.00% | New | 28,356 | $739K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.8% | 27,686 | $722K |
| Biltmore Family Office, LLC | 0.12% | No change | 27,546 | $718K |
| Kathmere Capital Management, LLC | 0.06% | Add +6.7% | 27,330 | $713K |
| Well Done, LLC | 0.13% | Reduce -66.7% | 8,755 | $704K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +7.5% | 26,785 | $698K |
| NorthStar Asset Management LLC | 0.44% | Add +0.4% | 26,521 | $691K |
| Lodestar Private Asset Management LLC | 0.09% | No change | 26,497 | $691K |
| UMB Bank, n.a. | 0.01% | No change | 26,451 | $690K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -2.0% | 26,214 | $683K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +101.9% | 26,104 | $681K |
| Capital Insight Partners, LLC | 0.12% | Reduce -4.1% | 26,060 | $679K |
| Smart Portfolios, LLC | 0.71% | Add +0.5% | 25,900 | $675K |
| Everett Harris & Co. | 0.01% | Add +5.6% | 25,744 | $671K |
| NorthCoast Asset Management LLC | 0.00% | Add +11.1% | 25,535 | $666K |
| Rappaport Reiches Capital Management, LLC | 0.17% | No change | 25,436 | $663K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.6% | 25,087 | $654K |
| Gray Wealth Management Inc. | 0.25% | Reduce -2.0% | 24,947 | $650K |
| MidAtlantic Capital Management, Inc. | 0.47% | No change | 24,642 | $642K |
| Bernardo Wealth Planning LLC | 0.15% | Reduce -66.7% | 24,771 | $638K |
| Grey Ledge Advisors, LLC | 0.16% | No change | 24,425 | $637K |
| Alliance Wealth Management Group | 0.17% | No change | 24,237 | $632K |
| Towercrest Capital Management | 0.10% | No change | 24,237 | $632K |
| Fortitude Advisory Group L.L.C. | 0.38% | Add +3.0% | 24,224 | $632K |
| Womack Financial LLC | 0.56% | — | 24,125 | $629K |
| Atlas Wealth Partners, LLC | 0.78% | Add +2.8% | 23,648 | $617K |
| Lantz Financial LLC | 0.16% | No change | 23,610 | $616K |
| SkyOak Wealth, LLC | 0.13% | Reduce -0.7% | 23,505 | $613K |
| WPG Advisers, LLC | 0.56% | — | 22,972 | $599K |
| Fonville Wealth Management LLC | 0.20% | Reduce -0.5% | 22,768 | $594K |
| D. E. Shaw & Co. | 0.00% | New | 22,722 | $592K |
| HMV Wealth Advisors, LLC | 0.59% | — | 22,712 | $592K |
| Accelerate Investment Advisors LLC | 0.52% | Reduce -8.3% | 22,546 | $588K |
| Donaldson Capital Management, LLC | 0.02% | Add +7.2% | 22,408 | $584K |
| Plancorp, LLC | 0.02% | No change | 22,303 | $581K |
| Ring Mountain Capital, LLC | 0.39% | — | 22,130 | $577K |
| IMA Advisory Services, Inc. | 0.07% | No change | 21,954 | $572K |
| Carret Asset Management, LLC | 0.06% | Add +25.1% | 21,868 | $570K |
| Uptown Financial Advisors LLC | 0.61% | — | 21,850 | $570K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -5.7% | 21,627 | $564K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 21,558 | $562K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -6.7% | 21,506 | $561K |
| Columbia River Financial Group, LLC | 0.38% | — | 21,482 | $560K |
| Vawter Financial, Ltd. | 0.33% | No change | 20,970 | $547K |
| Revolve Wealth Partners, LLC | 0.08% | No change | 20,879 | $544K |
| Blue Barn Wealth, LLC | 0.29% | Add +1.3% | 20,838 | $543K |
| Clear Investment Research, LLC | 0.70% | No change | 20,761 | $542K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -29.5% | 20,589 | $537K |
| LexAurum Advisors, LLC | 0.11% | New | 20,455 | $533K |
| Greenwood Gearhart LLC | 0.04% | Reduce -5.4% | 20,453 | $533K |
| FinDec Wealth Services, Inc. | 0.37% | Reduce -10.1% | 20,197 | $527K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.9% | 20,083 | $524K |
| Mayfair Advisory Group, LLC | 0.31% | No change | 20,007 | $522K |
| Gilbert & Cook, Inc. | 0.07% | No change | 19,863 | $518K |
| Seneschal Advisors, LLC | 0.43% | — | 19,833 | $517K |
| Resolute Advisors LLC | 0.10% | Add +0.6% | 19,585 | $511K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +2.1% | 19,534 | $509K |
| Center for Financial Planning, Inc. | 0.07% | No change | 19,533 | $509K |
| Jackson Creek Investment Advisors LLC | 0.15% | Reduce -19.8% | 19,530 | $509K |
| WNY Asset Management, LLC | 0.06% | Reduce -22.5% | 19,476 | $508K |
| Stone Summit Wealth LLC | 0.17% | Reduce -9.0% | 19,195 | $500K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,080 | $497K |
| Certior Financial Group, LLC | 0.44% | — | 19,059 | $497K |
| WESCAP Management Group, Inc. | 0.12% | Add +10.3% | 19,012 | $496K |
| M Holdings Securities, Inc. | 0.08% | New | 18,936 | $494K |
| Ameritas Advisory Services, LLC | 0.02% | Add +50.5% | 18,937 | $494K |
| WMG Financial Advisors, LLC | 0.21% | Reduce -2.5% | 18,807 | $490K |
| Sage Mountain Advisors LLC | 0.04% | No change | 18,723 | $488K |
| Radnor Capital Management, LLC | 0.08% | Reduce -50.0% | 18,210 | $475K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,210 | $475K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Add +0.1% | 18,017 | $470K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +130.8% | 17,841 | $465K |
| Aptus Capital Advisors, LLC | 0.01% | Add +35.6% | 17,796 | $464K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -65.1% | 17,638 | $461K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.4% | 17,632 | $460K |
| TrinityPoint Wealth, LLC | 0.06% | Add +0.6% | 17,497 | $456K |
| American Investment Services, Inc. | 0.08% | Reduce -0.2% | 17,250 | $450K |
| Smith Salley Wealth Management | 0.03% | No change | 16,937 | $442K |
| SageView Advisory Group, LLC | 0.02% | Add +25.3% | 16,876 | $440K |
| Wealthspan Partners, LLC | 0.21% | No change | 16,782 | $438K |
| Zhang Financial LLC | 0.02% | Add +0.5% | 16,640 | $434K |
| Avity Investment Management Inc. | 0.03% | Add +2.9% | 16,630 | $434K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +56.0% | 16,618 | $433K |
| Basepoint Wealth LLC | 0.34% | Reduce -30.5% | 16,583 | $432K |
| Wedmont Private Capital | 0.02% | New | 16,679 | $430K |
| Resurgent Financial Advisors LLC | 0.25% | Reduce -0.6% | 16,391 | $427K |
| Benjamin Edwards Inc. | 0.01% | New | 16,377 | $427K |
| Diversified Investment Strategies, LLC | 0.28% | Reduce -2.1% | 16,374 | $427K |
| Princeton Global Asset Management LLC | 0.08% | No change | 16,250 | $424K |
| Goldstein Advisors, LLC | 0.06% | Reduce -7.4% | 16,115 | $420K |
| Schrum Private Wealth Management LLC | 0.36% | Reduce -50.0% | 16,101 | $420K |
| Foundations Investment Advisors, LLC | 0.01% | Add +32.7% | 16,057 | $419K |
| Western Wealth Management, LLC | 0.02% | Reduce -16.5% | 15,985 | $417K |
| TruNorth Capital Management, LLC | 0.11% | No change | 15,885 | $414K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -23.7% | 15,678 | $409K |
| Theory Financial LLC | 0.17% | Reduce -66.7% | 15,618 | $407K |
| Bridges Investment Management Inc. | 0.01% | Reduce -5.1% | 15,600 | $407K |
| Citadel Advisors | 0.00% | Reduce -85.3% | 15,591 | $406K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.8% | 15,510 | $405K |
| Prudent Investors Network, Inc. | 0.12% | New | 15,518 | $405K |
| Roundview Capital LLC | 0.03% | No change | 15,516 | $405K |
| Waterloo Capital, L.P. | 0.04% | Add +0.6% | 15,450 | $403K |
| Empower Advisory Group, LLC | 0.00% | Add +36.0% | 15,156 | $395K |
| Strategic Blueprint, LLC | 0.02% | New | 15,153 | $395K |
| Guardian Asset Advisors, LLC | 0.25% | Reduce -35.8% | 15,180 | $395K |
| Sachem Hill LLC | 0.08% | No change | 15,128 | $394K |
| Schwallier Wealth Management LLC | 0.30% | Add +0.8% | 15,099 | $394K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -0.7% | 15,011 | $391K |
| Soltis Investment Advisors LLC | 0.04% | No change | 15,000 | $391K |
| Avior Wealth Management, LLC | 0.01% | Reduce -9.7% | 14,962 | $390K |
| Lakeridge Wealth Management LLC | 0.20% | Reduce -5.5% | 14,884 | $388K |
| LifeSteps Financial, Inc. | 0.30% | Add +0.3% | 14,882 | $388K |
| Cascade Investment Advisors, Inc. | 0.25% | Add +2.0% | 14,805 | $386K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -3.0% | 14,606 | $381K |
| Moneco Advisors, LLC | 0.04% | Add +0.3% | 14,602 | $381K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -7.6% | 14,574 | $380K |
| Quantinno Capital Management LP | 0.00% | New | 14,445 | $377K |
| Marotta Asset Management | 0.08% | Reduce -13.7% | 14,353 | $373K |
| Atria Investments, Inc | 0.00% | Reduce -3.6% | 14,302 | $373K |
| Smartleaf Asset Management LLC | 0.04% | Add +138.5% | 14,217 | $369K |
| My Legacy Advisors, LLC | 0.14% | New | 13,816 | $366K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 13,953 | $364K |
| Ridgewood Investments LLC | 0.17% | Add +109.0% | 13,803 | $360K |
| Lynx Investment Advisory | 0.24% | Add +47.7% | 13,713 | $357K |
| Legacy Financial Group LLC | 0.06% | New | 13,695 | $357K |
| True Vision MN LLC | 0.21% | Add +0.1% | 13,664 | $356K |
| DecisionMap Wealth Management, LLC | 0.28% | — | 13,656 | $356K |
| International Assets Investment Management, LLC | 0.03% | New | 13,571 | $353K |
| Independent Wealth Network Inc. | 0.14% | New | 13,517 | $352K |
| Mirador Capital Partners LP | 0.06% | Add +3.0% | 13,503 | $352K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -3.6% | 13,502 | $352K |
| Capital Analysts, LLC | 0.01% | Add +27.6% | 13,446 | $351K |
| Associated Banc-Corp | 0.01% | No change | 13,456 | $351K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -4.5% | 13,426 | $350K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +41.6% | 13,419 | $350K |
| Citigroup Inc. | 0.00% | Reduce -25.1% | 13,345 | $348K |
| Tenret Co LLC | 0.22% | No change | 13,341 | $348K |
| Westmount Partners, LLC | 0.11% | No change | 13,277 | $346K |
| Geometric Wealth Advisors | 0.06% | Add +2.3% | 13,179 | $344K |
| Good Life Advisors, LLC | 0.03% | Add +66.9% | 13,159 | $343K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.13% | No change | 13,074 | $341K |
| Mayport, LLC | 0.10% | No change | 13,026 | $340K |
| Bradyco, Inc. | 0.21% | — | 12,859 | $335K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 12,816 | $334K |
| Austin Asset Management Co Inc | 0.07% | No change | 12,759 | $333K |
| AQR Capital Management | 0.00% | Add +12.4% | 12,665 | $330K |
| Sterling Wealth Advisors Inc | 0.26% | — | 12,660 | $330K |
| Cooper/Haims Advisors, LLC | 0.19% | New | 12,630 | $329K |
| Merit Financial Group, LLC | 0.01% | Add +31.0% | 12,619 | $329K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -67.4% | 12,643 | $326K |
| Assetmark, Inc. | 0.00% | Add +53.0% | 12,481 | $325K |
| Oarsman Capital, Inc. | 0.06% | Add +17.4% | 12,405 | $323K |
| Bell Investment Advisors, Inc | 0.06% | No change | 12,366 | $322K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -3.0% | 12,358 | $322K |
| Elm Partners Management LLC | 0.02% | New | 12,339 | $322K |
| &partners | 0.00% | Add +0.3% | 12,239 | $321K |
| Strategic Wealth Investment Group, LLC | 0.02% | Add +44.0% | 12,281 | $320K |
| United Advisor Group, LLC | 0.06% | Reduce -0.8% | 12,258 | $320K |
| Hurley Capital, LLC | 0.26% | — | 12,152 | $318K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -8.2% | 12,161 | $317K |
| Allied Investment Advisors, LLC | 0.06% | No change | 12,153 | $317K |
| Ahl Investment Management, Inc. | 0.22% | No change | 12,114 | $316K |
| Phil A. Younker & Associates, Ltd. | 0.31% | — | 12,000 | $313K |
| FSA Advisors, Inc. | 0.38% | Reduce -3.4% | 11,980 | $312K |
| Acropolis Investment Management, LLC | 0.02% | No change | 11,934 | $311K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.8% | 11,886 | $310K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +5.4% | 11,861 | $309K |
| Millennium Capital Advisors, LLC | 0.21% | Reduce -8.2% | 11,857 | $309K |
| Hengehold Capital Management LLC | 0.03% | Add +3.3% | 11,811 | $308K |
| Cambridge Advisors Inc. | 0.07% | Add +4.8% | 11,809 | $308K |
| Bright Futures Wealth Management, LLC. | 0.28% | New | 11,358 | $308K |
| Choreo, LLC | 0.00% | Reduce -10.6% | 11,730 | $305K |
| Hardin Capital Partners, LLC | 0.18% | No change | 11,682 | $305K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 11,553 | $301K |
| Truepoint, Inc. | 0.01% | Add +6.5% | 11,547 | $301K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +59.7% | 11,462 | $299K |
| Prestige Wealth Management Group LLC | 0.06% | No change | 11,457 | $299K |
| Klingman & Associates, LLC | 0.02% | Reduce -34.4% | 11,442 | $298K |
| Chapin Davis, Inc. | 0.10% | Reduce -66.7% | 3,701 | $297K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.1% | 11,402 | $297K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 11,400 | $297K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -0.6% | 11,369 | $296K |
| TriaGen Wealth Management LLC | 0.10% | No change | 11,322 | $295K |
| First Western Trust Bank | 0.01% | No change | 11,304 | $295K |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -15.1% | 11,257 | $293K |
| Quarry Hill Advisors, LLC | 0.20% | No change | 11,250 | $293K |
| Waterfront Wealth Inc. | 0.07% | Reduce -66.7% | 11,094 | $289K |
| Brickley Wealth Management | 0.06% | Add +28.1% | 11,079 | $289K |
| TBH Global Asset Management, LLC | 0.07% | No change | 11,070 | $289K |
| SeaBridge Investment Advisors LLC | 0.06% | Add +11.8% | 11,040 | $288K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -92.7% | 10,640 | $286K |
| FF Advisors,LLC | 0.19% | Reduce -66.7% | 10,560 | $283K |
| Abacus Planning Group, Inc. | 0.05% | Add +1.8% | 10,752 | $280K |
| Disciplined Investors, L.L.C. | 0.27% | — | 10,626 | $276K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 10,517 | $274K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 10,438 | $272K |
| Milestone Asset Management Group, LLC | 0.24% | — | 10,412 | $271K |
| Kades & Cheifetz LLC | 0.14% | Reduce -23.5% | 10,405 | $271K |
| PFG Advisors | 0.02% | Add +4.7% | 10,398 | $271K |
| Facet Wealth, Inc. | 0.01% | New | 9,959 | $270K |
| Investments & Financial Planning, LLC | 0.16% | Reduce -0.4% | 10,180 | $265K |
| Code Waechter LLC | 0.23% | No change | 10,166 | $265K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.1% | 10,158 | $265K |
| DHJJ Financial Advisors, Ltd. | 0.10% | No change | 10,124 | $264K |
| JFS Wealth Advisors, LLC | 0.02% | Add +13.8% | 10,109 | $264K |
| Parkside Financial Bank & Trust | 0.03% | No change | 10,004 | $261K |
| Hillcrest Wealth Advisors - NY, LLC | 0.12% | No change | 9,996 | $261K |
| Shearwater Capital LLC | 0.18% | No change | 9,992 | $260K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -1.5% | 9,807 | $256K |
| Forza Wealth Management, LLC | 0.12% | No change | 9,768 | $255K |
| Bensler, LLC | 0.03% | Add +0.1% | 9,747 | $254K |
| Principal Securities, Inc. | 0.01% | Reduce -7.0% | 9,677 | $252K |
| Centaurus Financial, Inc. | 0.02% | Add +16.2% | 9,675 | $252K |
| IAG Wealth Partners, LLC | 0.04% | No change | 9,570 | $249K |
| Mission Wealth Management, LP | 0.01% | No change | 9,477 | $247K |
| Bellwether Advisors, LLC | 0.04% | No change | 9,473 | $247K |
| Front Row Advisors LLC | 0.08% | No change | 9,363 | $244K |
| Curi Capital, LLC | 0.01% | Reduce -2.0% | 9,355 | $244K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +65.0% | 9,338 | $243K |
| Sigma Planning Corp | 0.01% | Reduce -10.6% | 9,311 | $243K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 9,246 | $241K |
| RBA Wealth Management, LLC | 0.09% | Reduce -7.5% | 9,240 | $241K |
| Park Avenue Securities LLC | 0.00% | New | 9,155 | $239K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 9,146 | $238K |
| Beck Mack & Oliver LLC | 0.00% | Reduce -24.7% | 9,134 | $238K |
| Aspen Investment Management Inc | 0.11% | No change | 9,114 | $238K |
| Apella Capital, LLC | 0.01% | No change | 9,024 | $235K |
| Jones Financial Companies LLLP | 0.00% | Add +432.3% | 9,006 | $235K |
| Diversified Trust Co. | 0.01% | New | 8,949 | $233K |
| Security National Bank of So Dak | 0.13% | No change | 8,883 | $232K |
| Stonebrook Private Inc. | 0.06% | New | 8,862 | $231K |
| GS Investments, Inc. | 0.10% | No change | 8,768 | $229K |
| Clark Wealth Partners | 0.18% | — | 8,743 | $228K |
| GAMMA Investing LLC | 0.02% | Reduce -0.5% | 8,735 | $228K |
| KFA Private Wealth Group, LLC | 0.09% | No change | 8,661 | $226K |
| TCFG Wealth Management, LLC | 0.11% | No change | 8,652 | $226K |
| Leo Wealth, LLC | 0.02% | Add +0.2% | 8,629 | $225K |
| Matisse Capital | 0.11% | No change | 8,503 | $222K |
| Emprise Bank | 0.12% | Reduce -24.2% | 8,460 | $221K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.5% | 8,413 | $219K |
| Focused Wealth Management, Inc | 0.03% | Add +0.6% | 8,413 | $219K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.7% | 8,386 | $219K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 8,348 | $218K |
| William Howard & Co Financial Advisors Inc | 0.20% | Add +0.6% | 8,274 | $216K |
| Lutz Financial Services LLC | 0.02% | No change | 8,275 | $216K |
| Balanced Rock Investment Advisors LLC | 0.17% | Reduce -0.3% | 8,273 | $216K |
| Essex LLC | 0.05% | No change | 8,271 | $216K |
| CWC Advisors, LLC. | 0.21% | No change | 8,199 | $214K |
| Capital Investment Advisors, LLC | 0.00% | New | 8,193 | $214K |
| New Century Financial Group, LLC | 0.09% | Reduce -4.0% | 8,140 | $213K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -2.5% | 8,168 | $213K |
| Anchor Investment Management, LLC | 0.02% | No change | 8,168 | $213K |
| Belpointe Asset Management LLC | 0.01% | New | 2,677 | $213K |
| Independent Financial Group, LLC | 0.01% | Add +0.4% | 8,109 | $211K |
| Advocate Group LLC | 0.04% | No change | 8,100 | $211K |
| Rialto Wealth Management, LLC | 0.07% | — | 8,031 | $209K |
| Robinson Smith Wealth Advisors LLC | 0.18% | Reduce -6.1% | 7,992 | $208K |
| Clark Asset Management, LLC | 0.04% | No change | 7,865 | $205K |
| Legacy Solutions, LLC | 0.22% | — | 7,833 | $204K |
| Keudell/Morrison Wealth Management | 0.05% | No change | 7,800 | $203K |
| Synergy Financial Group, LTD | 0.17% | Reduce -3.8% | 7,794 | $203K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.5% | 7,773 | $203K |
| Adero Partners, LLC | 0.01% | Reduce -2.0% | 7,697 | $201K |
| AlphaCore Capital LLC | 0.04% | Reduce -5.4% | 7,333 | $191K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -5.2% | 7,169 | $187K |
| GoalVest Advisory LLC | 0.05% | No change | 6,873 | $179K |
| Fort Vancouver Investment Management, LLC | 0.15% | Reduce -26.0% | 6,711 | $175K |
| Continuum Advisory, LLC | 0.02% | Reduce -32.9% | 6,678 | $174K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 6,402 | $173K |
| Chilton Capital Management LLC | 0.01% | No change | 6,399 | $167K |
| West Paces Advisors Inc. | 0.04% | No change | 6,300 | $164K |
| Medallion Wealth Advisors, LLC | 0.08% | — | 6,096 | $159K |
| Tandem Financial, LLC | 0.16% | — | 5,568 | $145K |
| BlackRock, Inc. | 0.00% | Add +38.8% | 5,346 | $139K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 5,330 | $139K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 5,289 | $138K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 5,070 | $132K |
| Missouri Trust & Investment Co | 0.05% | No change | 5,070 | $132K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -1.6% | 4,501 | $117K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,482 | $117K |
| Signature Resources Capital Management, LLC | 0.10% | No change | 4,395 | $115K |
| Raleigh Capital Management Inc. | 0.04% | Add +0.6% | 4,381 | $114K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 4,358 | $114K |
| Russell Investments Group, Ltd. | 0.00% | No change | 4,248 | $111K |
| SRH Advisors, LLC | 0.03% | No change | 4,140 | $108K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | Reduce -60.4% | 4,112 | $107K |
| Robbins Farley | 0.05% | Reduce -23.6% | 4,045 | $105K |
| Kennebec Savings Bank | 0.10% | Add +1.5% | 4,018 | $104K |
| NorthRock Partners, LLC | 0.00% | Add +0.6% | 3,704 | $97K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 3,650 | $95K |
| Howe & Rusling Inc. | 0.01% | Add +7.3% | 3,625 | $95K |
| Citizens National Bank Trust Department | 0.02% | No change | 3,600 | $94K |
| Evensky & Katz LLC | 0.01% | Add +0.4% | 3,572 | $93K |
| CoreCap Advisors, LLC | 0.00% | Add +3.1% | 3,345 | $87K |
| Blue Trust, Inc. | 0.00% | Reduce -87.5% | 3,304 | $86K |
| Crews Bank & Trust | 0.01% | — | 3,186 | $83K |
| Sierra Ocean, LLC | 0.06% | — | 3,000 | $78K |
| Peachtree Investment Partners, LLC | 0.03% | No change | 3,000 | $78K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,000 | $78K |
| Kozak & Associates, Inc. | 0.02% | Reduce -66.5% | 2,830 | $74K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 2,806 | $73K |
| Ancora Advisors LLC | 0.00% | No change | 2,769 | $72K |
| EPG Wealth Management LLC | 0.02% | Add +0.6% | 2,758 | $72K |
| Evelyn Partners Asset Management Ltd | 0.02% | — | 2,667 | $70K |
| JNBA Financial Advisors | 0.01% | No change | 2,478 | $65K |
| Pflug Koory, LLC | 0.00% | No change | 2,418 | $63K |
| VSM Wealth Advisory, LLC | 0.02% | — | 2,350 | $61K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,244 | $59K |
| Caldwell Trust Co | 0.01% | No change | 2,235 | $58K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 2,208 | $58K |
| Valley National Advisers Inc. | 0.01% | Add +3.2% | 2,090 | $54K |
| Phillips Financial Management, LLC | 0.00% | No change | 2,040 | $53K |
| Promus Capital, LLC | 0.04% | — | 1,989 | $52K |
| RE Dickinson Investment Advisors, LLC | 0.04% | Add +6.2% | 193,949 | $51K |
| Beacon Capital Management, LLC | 0.01% | Add +0.5% | 1,793 | $47K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,767 | $46K |
| EnRich Financial Partners LLC | 0.02% | Add +18.5% | 1,739 | $45K |
| Mitchell Sinkler & Starr | 0.01% | No change | 1,680 | $44K |
| Fortitude Family Office, LLC | 0.02% | Add +0.7% | 1,646 | $43K |
| Key Financial Inc | 0.01% | No change | 1,569 | $41K |
| Briaud Financial Planning Inc | 0.02% | No change | 1,557 | $40K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,500 | $39K |
| NWK Group, Inc. | 0.01% | No change | 1,416 | $37K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 1,394 | $36K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,353 | $35K |
| Family Capital Trust Co | 0.01% | No change | 1,299 | $34K |
| Versant Capital Management, Inc | 0.01% | Reduce -6.0% | 1,278 | $33K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,275 | $33K |
| Olistico Wealth, LLC | 0.02% | No change | 1,236 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,233 | $32K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 1,200 | $31K |
| Tidemark, LLC | 0.01% | No change | 1,200 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,197 | $31K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,170 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,161 | $30K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,044 | $27K |
| First PREMIER Bank | 0.01% | No change | 1,035 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 996 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -51.0% | 981 | $26K |
| Ameriflex Group, Inc. | 0.01% | — | 918 | $25K |
| Operose Advisors LLC | 0.01% | New | 918 | $24K |
| ORG Partners LLC | 0.00% | Add +0.4% | 916 | $24K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 915 | $24K |
| Main Street Group, LTD | 0.01% | Add +0.1% | 895 | $23K |
| Wintrust Investments LLC | 0.02% | Add +0.2% | 881 | $23K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 876 | $23K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -74.8% | 798 | $22K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 660 | $17K |
| GeoWealth Management, LLC | 0.00% | Reduce -75.7% | 636 | $17K |
| Winthrop Capital Management, LLC | 0.00% | New | 612 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 615 | $16K |
| First Command Advisory Services, Inc. | 0.00% | No change | 603 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 576 | $15K |
| Venturi Wealth Management, LLC | 0.00% | No change | 558 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -87.1% | 554 | $14K |
| WR Wealth Planners, LLC | 0.00% | No change | 540 | $14K |
| Stephens Consulting, LLC | 0.00% | No change | 534 | $14K |
| Sandy Spring Bank | 0.00% | No change | 531 | $14K |
| JDM Financial Group LLC | 0.01% | No change | 483 | $13K |
| AlphaMark Advisors, LLC | 0.01% | No change | 450 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 450 | $12K |
| Pinney & Scofield, Inc. | 0.01% | — | 435 | $11K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +10.4% | 434 | $11K |
| Windsor Advisory Group, LLC | 0.01% | New | 412 | $11K |
| Archer Investment Corp | 0.00% | No change | 408 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 354 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 351 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 333 | $9K |
| Crewe Advisors LLC | 0.00% | Add +0.3% | 322 | $8K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 300 | $8K |
| Rise Advisors, LLC | 0.00% | Add +211.8% | 290 | $8K |
| Park Place Capital Corp | 0.00% | No change | 282 | $7K |
| Copley Financial Group, Inc. | 0.01% | Reduce -86.8% | 279 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.9% | 273 | $7K |
| LRI Investments, LLC | 0.00% | Reduce -66.7% | 261 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 225 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 222 | $6K |
| New Millennium Group LLC | 0.00% | No change | 210 | $5K |
| SouthState Bank Corp | 0.00% | No change | 201 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 195 | $5K |
| ROSS\JOHNSON & Associates LLC | 0.12% | — | 194 | $5K |
| Arax Advisory Partners | 0.00% | Add +1.0% | 194 | $5K |
| Richardson Capital Management LLC | 0.00% | New | 211 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 186 | $5K |
| Lee Danner & Bass Inc. | 0.00% | New | 155 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 135 | $4K |
| Modus Advisors, LLC | 0.00% | New | 135 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 114 | $3K |
| Investors Research Corp | 0.00% | New | 111 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 111 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 108 | $3K |
| Roxbury Financial LLC | 0.00% | — | 93 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 99 | $3K |
| Fifth Third Bancorp | 0.00% | No change | 93 | $2K |
| Abound Wealth Management | 0.00% | No change | 87 | $2K |
| Hopwood Financial Services, Inc. | 0.00% | — | 78 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 78 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 54 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -44.4% | 45 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 60 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 36 | $939 |
| Wolff Wiese Magana LLC | 0.00% | No change | 30 | $783 |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 25 | $642 |
| Integrity Financial Corp | 0.00% | No change | 18 | $469 |
| NewSquare Capital LLC | 0.00% | No change | 15 | $395 |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $392 |
| Private Trust Co. NA | 0.00% | No change | 9 | $235 |
| Trust Co. of Vermont | 0.00% | New | 6 | $156 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -16.7% | 5 | $121 |
| Spurstone Advisory Services, LLC | 0.00% | — | 3 | $78 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $78 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $72 |
"% 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.