Schwab US Large-Cap ValueSCHVETF
13F holders, Q1 2025 (March 31)845holders +19
69new positions
41sold out
5famous investors
$26.57avg. 13F price*
At the end of Q1 2025, 845 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 19 from Q4 2024. 69 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($1.1B) and Mather Group, Llc. ($876.7M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $65.0M |
| Exits | 41 | $17.6M |
All 13F filers, Q4 2024 → Q1 2025: 15,024,420 shares bought and 9,549,576 shares sold, net +5,474,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 845 holders
| Financial Engines Advisors L.L.C. | 3.04% | Reduce -3.8% | 53,252,688 | $1.4B |
| Sei Investments Co. | 1.39% | Add +4.4% | 40,641,856 | $1.1B |
| Mather Group, Llc. | 10.13% | Add +3.2% | 32,984,784 | $876.7M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.5% | 16,489,014 | $438.3M |
| Osaic Holdings, Inc. | 0.68% | Add +3.1% | 11,554,657 | $307.1M |
| Avantax Planning Partners, Inc. | 9.44% | Add +1.0% | 10,027,280 | $266.5M |
| Mariner, LLC | 0.36% | Add +3.7% | 8,247,544 | $219.2M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -8.4% | 6,969,917 | $185.3M |
| Betterment LLC | 0.28% | Reduce -4.0% | 4,464,267 | $118.7M |
| Gemmer Asset Management LLC | 11.43% | Add +2.9% | 4,308,320 | $114.5M |
| Moneta Group Investment Advisors LLC | 1.41% | Add +12.0% | 3,837,471 | $102.0M |
| LPL Financial LLC | 0.04% | Add +0.8% | 3,523,715 | $93.7M |
| Savant Capital, LLC | 0.74% | Reduce -5.4% | 3,269,282 | $86.9M |
| Rainey & Randall Wealth Advisors Inc. | 15.16% | Add +1.3% | 2,913,987 | $77.5M |
| Mokosak Advisory Group, LLC | 23.52% | Add +2.5% | 2,865,572 | $76.2M |
| Financial Advisors, LLC | 14.16% | Reduce -0.9% | 2,700,626 | $71.8M |
| Morgan Stanley | 0.00% | Add +8.0% | 2,577,162 | $68.5M |
| Krilogy Financial LLC | 3.87% | Add +1.8% | 2,244,147 | $59.6M |
| HighTower Advisors, LLC | 0.08% | Add +0.5% | 2,228,321 | $59.2M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Reduce -2.4% | 1,928,744 | $51.3M |
| UBS Group AG | 0.01% | Add +5.7% | 1,923,607 | $51.1M |
| CX Institutional | 1.92% | Add +3.6% | 1,909,279 | $50.7M |
| United Capital Financial Advisors, LLC | 0.43% | Reduce -0.8% | 1,884,648 | $50.1M |
| Avantax Advisory Services, Inc. | 0.28% | Add +6.9% | 1,758,801 | $46.7M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 1,729,927 | $46.0M |
| Ameriprise Financial Inc. | 0.01% | Add +10.4% | 1,645,478 | $43.7M |
| Summit Wealth & Retirement Planning, Inc. | 13.34% | Add +1.5% | 1,638,296 | $43.5M |
| Financial Counselors Inc. | 0.65% | Reduce -10.4% | 1,619,109 | $43.0M |
| Brady Martz Wealth Solutions, LLC | 9.56% | Reduce -2.6% | 1,588,699 | $42.2M |
| Cooper Financial Group | 5.49% | Add +9.7% | 1,569,301 | $41.7M |
| Prime Capital Investment Advisors, LLC | 0.48% | Add +71.6% | 1,563,008 | $41.5M |
| Compound Planning, Inc. | 1.81% | Add +10.0% | 1,494,078 | $39.7M |
| GenWealth Group, Inc. | 8.40% | Add +2.0% | 1,432,925 | $38.1M |
| OneDigital Investment Advisors LLC | 0.39% | Reduce -18.3% | 1,241,309 | $33.0M |
| Black Diamond Financial, LLC | 4.88% | Add +6.3% | 1,223,119 | $32.5M |
| HRC Wealth Management, LLC | 19.79% | Add +1.0% | 1,199,842 | $31.9M |
| Cetera Investment Advisers | 0.06% | Add +1.8% | 1,180,973 | $31.4M |
| Northern Capital Management, Inc. | 20.38% | Reduce -1.7% | 1,175,952 | $31.3M |
| XML Financial, LLC | 2.90% | Reduce -2.3% | 1,169,593 | $31.1M |
| Dravo Bay LLC | 16.33% | Reduce -7.6% | 1,158,876 | $30.8M |
| MIdWestOne Financial Group, Inc. | 4.33% | Add +1.8% | 1,147,810 | $30.5M |
| Ballast Advisors LLC | 9.62% | Reduce -2.4% | 1,135,998 | $30.2M |
| FAS Wealth Partners, Inc. | 2.46% | Reduce -3.4% | 1,133,889 | $30.1M |
| Dodds Wealth, LLC | 9.58% | Reduce -13.5% | 1,105,978 | $29.4M |
| World Investment Advisors | 0.76% | Add +1943.4% | 1,102,992 | $29.3M |
| Marshall Financial Group Inc. | 8.79% | Add +4.8% | 1,051,045 | $27.9M |
| Summit Asset Management, LLC | 4.81% | Add +2.2% | 1,046,391 | $27.8M |
| Veery Capital, LLC | 10.77% | Add +0.3% | 1,041,330 | $27.7M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +4.0% | 1,039,264 | $27.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 1,025,849 | $27.3M |
| Focus Financial Network, Inc. | 1.11% | Reduce -1.1% | 1,019,898 | $27.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.7% | 1,019,540 | $27.1M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +1.0% | 976,743 | $26.0M |
| MAI Capital Management | 0.20% | Add +1.1% | 976,571 | $26.0M |
| GHP Investment Advisors, Inc. | 1.24% | Add +1.2% | 973,372 | $25.9M |
| Tradition Wealth Management, LLC | 2.19% | Add +1.3% | 934,553 | $24.8M |
| Financial Advisors Network, Inc. | 3.83% | Add +3.5% | 869,155 | $23.1M |
| Ally Invest Advisors Inc. | 1.84% | Add +9.3% | 809,786 | $21.5M |
| MML Investors Services, LLC | 0.07% | Add +17.9% | 796,480 | $21.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 784,287 | $20.8M |
| Sage Financial Group Inc. | 1.68% | Reduce -1.3% | 784,094 | $20.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -13.4% | 774,249 | $20.6M |
| Creative Planning | 0.02% | Add +1.0% | 760,669 | $20.2M |
| Persium Advisors, LLC | 18.90% | Add +2.6% | 749,859 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -38.5% | 693,157 | $19.1M |
| Cerity Partners LLC | 0.04% | Reduce -0.1% | 715,514 | $19.0M |
| Seneca Financial Advisors LLC | 8.85% | Add +5.6% | 687,121 | $18.3M |
| Teamwork Financial Advisors, LLC | 2.49% | New | 680,271 | $18.1M |
| Noble Family Wealth, LLC | 4.91% | Reduce -2.8% | 671,320 | $17.8M |
| Meriwether Wealth & Planning, LLC | 11.59% | Add +21.5% | 668,002 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.3% | 659,803 | $17.5M |
| BNP Paribas Financial Markets | 0.01% | New | 650,575 | $17.3M |
| Captrust Financial Advisors | 0.04% | Reduce -3.6% | 650,272 | $17.3M |
| JBGlobal.com LLC | 17.75% | Reduce -5.6% | 642,393 | $17.1M |
| Denver PWM, LLC | 6.11% | Add +8.1% | 639,105 | $17.0M |
| Garde Capital, Inc. | 0.96% | Add +0.1% | 629,057 | $16.7M |
| Cape Investment Advisory, Inc. | 6.37% | Reduce -1.1% | 601,199 | $16.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.02% | Add +2.0% | 594,440 | $15.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.11% | Add +7.8% | 599,243 | $15.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.6% | 587,837 | $15.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.6% | 586,530 | $15.6M |
| Geneos Wealth Management Inc. | 0.52% | Add +356.2% | 584,565 | $15.5M |
| Perigon Wealth Management, LLC | 0.40% | Add +2.4% | 584,372 | $15.5M |
| Cornerstone Wealth Advisors, Inc. | 4.26% | Reduce -0.6% | 577,134 | $15.3M |
| Ethos Financial Group, LLC | 1.47% | No change | 586,310 | $15.3M |
| Mutual Advisors, LLC | 0.43% | Add +0.8% | 594,324 | $15.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 559,861 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +94.2% | 541,074 | $14.4M |
| Wealthcare Advisory Partners LLC | 0.38% | Reduce -1.1% | 535,683 | $14.2M |
| Martel Wealth Advisors LLC | 2.82% | Add +1.5% | 532,047 | $14.1M |
| Waverly Advisors, LLC | 0.17% | Add +149.3% | 531,480 | $14.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -28.6% | 531,139 | $14.1M |
| Global Strategic Investment Solutions, LLC | 1.61% | Reduce -0.9% | 525,273 | $14.0M |
| USAdvisors Wealth Management, LLC | 4.84% | Add +0.3% | 522,428 | $13.9M |
| Bank Hapoalim BM | 2.02% | No change | 504,000 | $13.4M |
| Seek First Inc. | 11.42% | — | 483,938 | $12.9M |
| Integrated Advisors Network LLC | 0.65% | Add +0.9% | 481,342 | $12.8M |
| LCNB Corp. | 4.67% | Add +0.8% | 477,173 | $12.7M |
| Goepper Burkhardt LLC | 4.92% | Reduce -3.9% | 463,231 | $12.3M |
| Payne Capital Management, LLC | 5.24% | Add +4.7% | 462,772 | $12.3M |
| Bogart Wealth, LLC | 0.57% | Add +0.2% | 451,534 | $12.0M |
| CW Advisors, LLC | 0.13% | Add +0.4% | 414,078 | $11.0M |
| Gill Capital Partners, LLC | 3.79% | Add +6.0% | 411,146 | $10.9M |
| Ackerman Capital Advisors, LLC | 2.85% | Add +1.7% | 406,394 | $10.8M |
| YANKCOM Partnership | 5.91% | Reduce -2.9% | 404,128 | $10.7M |
| Allworth Financial LP | 0.06% | Add +156.3% | 414,932 | $10.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Reduce -1.6% | 395,098 | $10.5M |
| Focus Partners Wealth | 0.03% | Add +39.4% | 382,061 | $10.2M |
| Farther Finance Advisors, LLC | 0.26% | Add +881.7% | 379,089 | $10.1M |
| Whitaker-Myers Wealth Managers, LTD. | 2.81% | Add +5.6% | 376,533 | $10.0M |
| James J. Burns & Company, LLC | 1.79% | Add +1.0% | 376,020 | $10.0M |
| Merit Financial Group, LLC | 0.15% | Add +2843.8% | 371,485 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Add +100.5% | 366,204 | $9.7M |
| WealthShield Partners, LLC | 1.21% | Add +1.5% | 353,726 | $9.4M |
| Councilor Wealth, LLC | 4.66% | Add +3.8% | 351,389 | $9.3M |
| Capital Planning LLC | 2.51% | Add +2.0% | 338,256 | $9.0M |
| EWG Elevate Inc. | 3.40% | Add +1.8% | 337,726 | $9.0M |
| Harbor Group, Inc. | 1.78% | Reduce -0.4% | 335,683 | $8.9M |
| White Pine Investment CO | 2.39% | Reduce -2.4% | 334,668 | $8.9M |
| Opes Wealth Management LLC | 1.76% | Add +5.2% | 328,851 | $8.7M |
| Bishop & Co Investment Management, LLC | 3.33% | Add +10.6% | 323,856 | $8.6M |
| Diversified Portfolios, Inc. | 0.90% | Add +7.1% | 322,064 | $8.6M |
| US Bancorp \de | 0.01% | Reduce -5.1% | 312,923 | $8.3M |
| Weinberger Asset Management, Inc | 3.56% | Reduce -2.5% | 312,324 | $8.3M |
| Independent Solutions Wealth Management, LLC | 1.82% | Add +3.7% | 306,035 | $8.1M |
| Safeguard Financial, LLC | 1.77% | Add +7.9% | 304,620 | $8.1M |
| HBK Sorce Advisory LLC | 0.23% | Add +1.7% | 294,081 | $7.8M |
| Christensen, King & Associates Investment Services, Inc. | 3.64% | Add +1.7% | 285,908 | $7.7M |
| Total Wealth Planning, LLC | 1.16% | Reduce -2.5% | 285,238 | $7.6M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.7% | 281,417 | $7.5M |
| Courage Miller Partners, LLC | 2.42% | Add +2.8% | 268,274 | $7.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.93% | Add +3.9% | 264,216 | $7.0M |
| IVC Wealth Advisors LLC | 3.70% | Reduce -8.9% | 258,683 | $6.9M |
| Integrated Wealth Concepts LLC | 0.08% | Add +5.7% | 256,003 | $6.8M |
| Conning Inc. | 0.25% | Add +17.6% | 253,673 | $6.7M |
| Exencial Wealth Advisors, LLC | 0.25% | Add +1.6% | 250,152 | $6.6M |
| Columbus Macro, LLC | 0.88% | Reduce -2.0% | 249,972 | $6.6M |
| Cresset Asset Management, LLC | 0.03% | Add +1.5% | 248,221 | $6.6M |
| Gladstone Institutional Advisory LLC | 0.30% | Reduce -0.1% | 245,630 | $6.5M |
| Thrive Wealth Management, LLC | 1.22% | Reduce -8.9% | 240,315 | $6.4M |
| Per Stirling Capital Management, LLC. | 0.90% | Add +3.5% | 234,878 | $6.2M |
| Friday Financial | 3.71% | Add +2.0% | 231,748 | $6.2M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +6.0% | 230,264 | $6.1M |
| ProVise Management Group, LLC | 0.52% | Reduce -3.7% | 229,641 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -13.8% | 228,981 | $6.1M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -13.8% | 228,981 | $6.1M |
| PrairieView Partners, LLC | 0.63% | Reduce -6.8% | 226,973 | $6.0M |
| Berkshire Asset Management LLC | 0.29% | Reduce -17.2% | 229,957 | $6.0M |
| Brookstone Capital Management | 0.08% | Add +57.0% | 223,030 | $5.9M |
| Werba Rubin Papier Wealth Management | 1.28% | Add +12.2% | 221,816 | $5.9M |
| Lowery Thomas, LLC | 3.99% | Add +0.4% | 219,264 | $5.8M |
| Paces Ferry Wealth Advisors, LLC | 2.87% | Reduce -0.9% | 216,866 | $5.8M |
| Ifrah Financial Services, Inc. | 1.65% | Reduce -1.9% | 216,664 | $5.8M |
| FMR LLC | 0.00% | Add +14.9% | 215,623 | $5.7M |
| Florida Financial Advisors, LLC | 2.25% | Reduce -15.4% | 214,539 | $5.7M |
| Glassman Wealth Services | 0.94% | Reduce -0.9% | 210,844 | $5.6M |
| Northeast Financial Group, Inc. | 2.05% | Add +16.0% | 207,192 | $5.5M |
| Brand Asset Management Group, Inc. | 2.30% | Reduce -10.9% | 207,187 | $5.5M |
| Petra Financial Advisors Inc. | 4.48% | Add +3.8% | 205,502 | $5.5M |
| Visionary Wealth Advisors | 0.33% | Reduce -1.8% | 205,330 | $5.5M |
| Curtis Advisory Group, LLC | 1.59% | Reduce -10.3% | 203,714 | $5.4M |
| One Capital Management, LLC | 0.18% | Reduce -8.5% | 202,709 | $5.4M |
| Shepherd Kaplan Krochuk, LLC | 4.60% | Add +0.3% | 202,249 | $5.4M |
| Game Plan Financial Advisors, LLC | 3.01% | Reduce -27.4% | 201,219 | $5.3M |
| Gunma Bank,Ltd. | 1.71% | Reduce -16.8% | 199,694 | $5.3M |
| Avant Capital LLC | 4.40% | Add +2.1% | 198,891 | $5.3M |
| Panoramic Investment Advisors, LLC | 3.51% | Add +0.3% | 195,619 | $5.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.92% | Add +0.5% | 191,224 | $5.1M |
| Nadler Financial Group, Inc. | 0.55% | Add +2.4% | 187,645 | $5.0M |
| SpringVest Wealth Management LLC | 4.09% | Reduce -1.3% | 185,364 | $4.9M |
| Cathy Pareto & Associates, Inc. | 4.27% | Add +0.3% | 181,643 | $4.8M |
| Dakota Wealth Management | 0.11% | Add +7.2% | 179,402 | $4.8M |
| Sunbelt Securities, Inc. | 0.42% | Reduce -1.8% | 177,010 | $4.7M |
| Pure Portfolios Holdings LLC | 1.71% | Add +20.5% | 174,702 | $4.6M |
| Cahill Financial Advisors Inc. | 0.62% | Reduce -2.6% | 171,116 | $4.5M |
| SeaCrest Wealth Management, LLC | 0.51% | Reduce -1.9% | 170,629 | $4.5M |
| Leeward Financial Partners, LLC | 1.69% | Add +0.4% | 170,213 | $4.5M |
| RKL Wealth Management LLC | 0.43% | Reduce -10.2% | 169,813 | $4.5M |
| Golden Bell Financial Planning LLC | 4.38% | Reduce -5.4% | 169,645 | $4.5M |
| Meridian Wealth Management, LLC | 0.22% | Add +3.3% | 168,844 | $4.5M |
| Embree Financial Group | 0.75% | Add +1.1% | 167,402 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.19% | Reduce -8.2% | 164,393 | $4.4M |
| Main Street Financial Solutions, LLC | 0.38% | Add +15.4% | 162,796 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.14% | New | 161,217 | $4.3M |
| Cadence Wealth Management LLC | 3.16% | Add +28.3% | 160,812 | $4.3M |
| Lighthouse Wealth Management Inc. | 3.88% | Add +2.5% | 159,192 | $4.2M |
| Everhart Financial Group, Inc. | 0.56% | Add +1.0% | 153,795 | $4.1M |
| Capital Advisors Wealth Management, LLC | 0.70% | Add +5.7% | 149,714 | $4.0M |
| Von Berge Wealth Management Group, LLC | 2.53% | Add +2.1% | 153,273 | $3.9M |
| Townsquare Capital LLC | 0.04% | Add +1.5% | 146,727 | $3.9M |
| Waterford Advisors, LLC | 1.61% | Reduce -1.5% | 145,874 | $3.9M |
| Westbourne Investment Advisors, Inc. | 1.37% | Add +8.3% | 145,467 | $3.9M |
| Pinnacle Family Advisors, LLC | 2.10% | Add +92.2% | 145,323 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.73% | Reduce -0.2% | 144,386 | $3.8M |
| Retirement Investment Advisors, Inc. | 0.39% | Add +1.6% | 144,219 | $3.8M |
| American Financial & Tax Strategies Inc. | 2.05% | Reduce -7.5% | 143,707 | $3.8M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -4.7% | 141,900 | $3.8M |
| Affinity Capital Advisors, LLC | 0.75% | Reduce -0.9% | 151,682 | $3.8M |
| Grey Fox Wealth Advisors, LLC | 1.00% | Add +17.3% | 141,280 | $3.8M |
| Warner Financial, Inc. | 1.61% | Add +6.5% | 137,043 | $3.6M |
| Altus Wealth Group LLC | 1.69% | Add +3.2% | 135,572 | $3.6M |
| CreativeOne Wealth, LLC | 0.11% | Add +52.1% | 134,882 | $3.6M |
| Consolidated Portfolio Review Corp | 0.57% | Add +5.1% | 132,659 | $3.5M |
| Leavell Investment Management, Inc. | 0.17% | Reduce -2.1% | 131,032 | $3.5M |
| Apriem Advisors | 0.41% | Add +2.7% | 130,267 | $3.5M |
| DDD Partners, LLC | 0.42% | Add +2.5% | 129,417 | $3.4M |
| LifePlan Investment Advisors, Inc. | 1.95% | Reduce -1.1% | 127,511 | $3.4M |
| Arbor Trust Wealth Advisors, LLC | 1.55% | Reduce -2.0% | 124,232 | $3.3M |
| Saxony Capital Management, LLC | 2.89% | New | 123,908 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.2% | 123,805 | $3.3M |
| Coastwise Capital Group, LLC | 2.77% | Add +2.5% | 123,743 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.30% | Reduce -0.2% | 122,357 | $3.3M |
| North Star Asset Management Inc. | 0.15% | Add +3.6% | 121,863 | $3.2M |
| Brandywine Oak Private Wealth LLC | 0.32% | No change | 121,458 | $3.2M |
| ZynergyRetirementPlanningLLC | 2.28% | Add +176.1% | 123,450 | $3.2M |
| KPP Advisory Services LLC | 0.61% | Add +7.7% | 120,527 | $3.2M |
| Modera Wealth Management, LLC | 0.04% | Add +5.4% | 120,338 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -3.6% | 120,327 | $3.2M |
| Barden Capital Management, Inc. | 2.81% | Add +1.2% | 118,808 | $3.2M |
| Truist Financial Corp. | 0.01% | Add +3.7% | 118,500 | $3.1M |
| Grant/GrossMendelsohn, LLC | 1.75% | Reduce -1.0% | 122,650 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.3% | 117,499 | $3.1M |
| SCS Capital Management LLC | 0.04% | New | 115,739 | $3.1M |
| Steele Capital Management, Inc. | 0.16% | Reduce -1.6% | 113,800 | $3.0M |
| Joseph Group Capital Management | 1.13% | Add +20.8% | 111,708 | $3.0M |
| Diversified Enterprises, LLC | 0.25% | Add +188.3% | 111,618 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +48.8% | 109,994 | $2.9M |
| Compass Advisory Group LLC | 0.98% | Reduce -1.3% | 105,601 | $2.8M |
| Woodmont Investment Counsel LLC | 0.20% | No change | 104,124 | $2.8M |
| Quantum Portfolio Management LLC | 1.31% | Reduce -1.6% | 97,382 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Add +5.2% | 96,660 | $2.6M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -10.8% | 95,898 | $2.5M |
| Murphy & Mullick Capital Management Corp | 2.46% | Reduce -4.3% | 95,578 | $2.5M |
| Compass Planning Associates Inc | 2.54% | Add +0.5% | 94,603 | $2.5M |
| Lido Advisors, LLC | 0.01% | Reduce -2.9% | 93,631 | $2.5M |
| Brown Wealth Management, LLC | 0.85% | Add +3.4% | 93,537 | $2.5M |
| Broadview Financial Management, LLC | 1.85% | Reduce -1.0% | 93,447 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +9.9% | 92,533 | $2.5M |
| M3 Advisory Group, LLC | 1.92% | Add +1.4% | 91,610 | $2.4M |
| Schaeffer Financial LLC | 2.68% | Reduce -16.4% | 91,397 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +3.6% | 90,766 | $2.4M |
| Fortress Wealth Management, Inc. | 1.25% | Add +0.2% | 90,478 | $2.4M |
| Kelly Financial Group LLC | 0.75% | Reduce -10.8% | 90,384 | $2.4M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -1.5% | 89,290 | $2.4M |
| Fagan Associates, Inc. | 0.39% | Reduce -4.6% | 88,531 | $2.4M |
| Evoke Wealth, LLC | 0.06% | No change | 88,290 | $2.3M |
| Allen Capital Group, LLC | 0.27% | Add +1.1% | 87,883 | $2.3M |
| Cambridge Financial Group, LLC | 0.98% | Reduce -0.5% | 87,398 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.5% | 86,934 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.75% | No change | 88,054 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -29.7% | 86,323 | $2.3M |
| Weaver Capital Management LLC | 0.61% | Reduce -1.1% | 85,488 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.5% | 84,529 | $2.2M |
| Ieq Capital, LLC | 0.02% | Add +94.4% | 84,452 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Add +1.0% | 84,438 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -46.2% | 82,952 | $2.2M |
| Matthew Goff Investment Advisor, LLC | 0.40% | Add +0.1% | 80,865 | $2.1M |
| Smith Anglin Financial, LLC | 0.23% | Add +4.8% | 80,044 | $2.1M |
| Aspen Grove Capital, LLC | 0.40% | Add +0.1% | 79,114 | $2.1M |
| Riversedge Advisors, LLC | 0.47% | Reduce -39.9% | 78,537 | $2.1M |
| Acas, LLC | 1.58% | Add +0.1% | 80,461 | $2.1M |
| Berger Financial Group, Inc | 0.14% | Reduce -6.1% | 77,534 | $2.1M |
| Arkadios Wealth Advisors | 0.08% | Add +5.3% | 76,784 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.72% | Reduce -15.5% | 76,323 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +24.9% | 75,974 | $2.0M |
| Assetmark, Inc. | 0.01% | Add +506.3% | 75,671 | $2.0M |
| Duncker Streett & Co. Inc. | 0.40% | Add +0.1% | 75,349 | $2.0M |
| BCS Wealth Management | 0.51% | Add +0.8% | 74,070 | $2.0M |
| Bleakley Financial Group, LLC | 0.06% | Reduce -2.7% | 73,748 | $2.0M |
| Elgethun Capital Management | 0.44% | Add +14.5% | 73,488 | $2.0M |
| Asset Dedication, LLC | 0.16% | Reduce -14.5% | 73,237 | $1.9M |
| Nalls Sherbakoff Group, LLC | 1.57% | — | 72,686 | $1.9M |
| Wilkins Miller Wealth Management, LLC | 1.41% | Add +2.6% | 70,668 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +155.1% | 70,632 | $1.9M |
| Financial Strategies Group, Inc. | 0.44% | Add +9.5% | 74,974 | $1.9M |
| Regal Investment Advisors LLC | 0.15% | Add +3.1% | 70,580 | $1.9M |
| Tortoise Investment Management, LLC | 0.20% | Add +5.4% | 70,544 | $1.9M |
| Retirement Planning Group, LLC | 0.09% | Reduce -8.2% | 70,237 | $1.9M |
| Myecfo, LLC | 0.97% | Add +37.3% | 68,800 | $1.8M |
| True North Advisors, LLC | 0.32% | New | 68,438 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -3.4% | 67,510 | $1.8M |
| Emerald Advisors, LLC | 0.24% | Reduce -0.8% | 67,358 | $1.8M |
| Bcwm, LLC | 0.62% | Reduce -69.9% | 67,263 | $1.8M |
| SIMA Wealth Partners, LLC | 1.48% | Reduce -3.5% | 67,240 | $1.8M |
| Eagle Harbor Asset Management Inc. | 1.75% | Reduce -1.7% | 64,810 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +7.3% | 64,347 | $1.7M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -5.5% | 64,346 | $1.7M |
| StoneX Group Inc. | 0.09% | Add +29.3% | 63,760 | $1.7M |
| Composition Wealth, LLC | 0.03% | Reduce -2.1% | 63,771 | $1.7M |
| ZEGA Investments, LLC | 0.49% | New | 62,582 | $1.7M |
| Lederer & Associates Investment Counsel | 1.22% | Add +0.1% | 62,460 | $1.7M |
| Rinkey Investments | 0.50% | New | 59,959 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 59,549 | $1.6M |
| Stewardship Advisors, LLC | 0.42% | Add +9.8% | 58,570 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -5.1% | 58,512 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -3.9% | 58,473 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.71% | Add +0.2% | 56,441 | $1.5M |
| Binnacle Investments Inc | 1.08% | — | 55,617 | $1.5M |
| Signaturefd, LLC | 0.03% | Reduce -8.2% | 55,288 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -1.0% | 58,121 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.19% | No change | 53,784 | $1.4M |
| Keel Point, LLC | 0.11% | Reduce -2.3% | 53,654 | $1.4M |
| Zacks Investment Management | 0.01% | Reduce -36.1% | 52,784 | $1.4M |
| GW Henssler & Associates Ltd. | 0.08% | Add +187.1% | 52,559 | $1.4M |
| New Hampshire Trust | 0.32% | Reduce -11.3% | 52,237 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +27.8% | 51,956 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -81.9% | 51,458 | $1.4M |
| Long Island Wealth Management, Inc. | 0.83% | Add +5.7% | 50,994 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.8% | 50,332 | $1.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.23% | Add +0.1% | 50,253 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -0.8% | 49,999 | $1.3M |
| Jentner Corp | 0.39% | Reduce -1.8% | 49,419 | $1.3M |
| Wealth Group, Ltd. | 0.84% | Add +22.2% | 48,947 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -0.1% | 48,772 | $1.3M |
| William Mack & Associates, Inc. | 1.11% | Add +1.1% | 48,658 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.97% | Add +0.4% | 48,528 | $1.3M |
| Keb Asset Management, LLC | 0.36% | Add +0.5% | 48,241 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.1% | 47,934 | $1.3M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -68.3% | 47,795 | $1.3M |
| Virtue Capital Management, LLC | 0.15% | New | 47,692 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +0.0% | 47,607 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +3.7% | 48,063 | $1.3M |
| Creekside Partners | 0.66% | Reduce -3.8% | 47,402 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.06% | No change | 47,364 | $1.3M |
| SOL Capital Management CO | 0.14% | Add +11.3% | 46,849 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -9.3% | 46,642 | $1.2M |
| Aspiriant, LLC | 0.04% | Reduce -12.2% | 46,166 | $1.2M |
| Seed Wealth Management, Inc. | 1.00% | No change | 46,050 | $1.2M |
| Koesten, Hirschmann & Crabtree, INC. | 0.70% | Reduce -0.1% | 45,632 | $1.2M |
| BCGM Wealth Management, LLC | 0.37% | Add +6.3% | 45,500 | $1.2M |
| Gradient Capital Advisors, LLC | 0.39% | Add +1.5% | 45,163 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.1% | 44,980 | $1.2M |
| Money Concepts Capital Corp. | 0.09% | Add +0.4% | 44,886 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.3% | 44,601 | $1.2M |
| Wealthspire Retirement, LLC | 0.09% | Reduce -22.8% | 44,359 | $1.2M |
| Whitener Capital Management, Inc. | 0.33% | Add +3.0% | 44,301 | $1.2M |
| Condor Capital Management | 0.11% | Reduce -0.7% | 44,112 | $1.2M |
| ETF Store, Inc. | 1.43% | Add +21.8% | 43,957 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -5.5% | 43,558 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Add +6.5% | 43,013 | $1.1M |
| Carolinas Wealth Consulting LLC | 0.24% | Reduce -2.4% | 42,646 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -63.1% | 42,634 | $1.1M |
| IMA Advisory Services, Inc. | 0.13% | Add +93.8% | 42,558 | $1.1M |
| Summit Financial, LLC | 0.03% | Reduce -78.2% | 42,089 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -0.5% | 41,670 | $1.1M |
| Knuff & Co LLC | 0.37% | Reduce -0.5% | 41,622 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | Add +0.1% | 41,461 | $1.1M |
| Avity Investment Management Inc. | 0.09% | Add +148.9% | 41,390 | $1.1M |
| Haverford Trust Co | 0.01% | Reduce -3.5% | 40,755 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.22% | Add +0.5% | 40,746 | $1.1M |
| CGN Advisors LLC | 0.11% | Add +3.4% | 40,612 | $1.1M |
| CENTRAL TRUST Co | 0.03% | No change | 40,500 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -13.7% | 40,455 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +3.9% | 40,336 | $1.1M |
| Financial Advocates Investment Management | 0.08% | Reduce -34.0% | 40,206 | $1.1M |
| Larson Financial Group LLC | 0.05% | Add +4.9% | 40,199 | $1.1M |
| Stonebridge Capital Advisors LLC | 0.09% | Reduce -28.8% | 39,887 | $1.1M |
| K2 Financial Inc. | 1.04% | Reduce -1.6% | 43,071 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -23.6% | 39,730 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -8.2% | 39,526 | $1.1M |
| Joule Financial, LLC | 0.37% | Add +6.5% | 39,406 | $1.0M |
| Van Strum & Towne Inc. | 0.35% | No change | 39,083 | $1.0M |
| Athena Investment Management | 0.62% | Reduce -2.0% | 38,810 | $1.0M |
| LongView Wealth Management | 0.30% | Reduce -9.8% | 37,822 | $1.0M |
| Verum Partners LLC | 0.27% | Add +27.0% | 37,415 | $994K |
| Montag & Caldwell, LLC | 0.23% | Add +14.1% | 37,203 | $989K |
| Compass Capital Corp. /Ma/ | 0.51% | Reduce -41.3% | 40,322 | $981K |
| SouthState Bank Corp | 0.04% | Add +18096.0% | 36,574 | $972K |
| Clayton Financial Group LLC | 0.36% | Reduce -3.5% | 36,537 | $971K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.3% | 36,290 | $965K |
| Citadel Advisors | 0.00% | Add +130.6% | 35,945 | $955K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -15.7% | 35,787 | $951K |
| AQR Capital Management | 0.00% | Add +179.6% | 35,409 | $941K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +205.6% | 35,025 | $931K |
| Kovack Advisors, Inc. | 0.10% | Reduce -4.0% | 34,846 | $926K |
| Market Street Wealth Management Advisors LLC | 0.16% | No change | 34,653 | $921K |
| Northwest Capital Management Inc | 0.38% | Add +0.0% | 34,512 | $917K |
| Vanguard Capital Wealth Advisors | 1.12% | Add +0.5% | 34,403 | $914K |
| Diversify Advisory Services, LLC | 0.06% | Reduce -6.6% | 35,379 | $912K |
| Hidden Cove Wealth Management, LLC | 0.72% | Reduce -2.8% | 34,325 | $912K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +92.3% | 34,311 | $912K |
| Bond & Devick Financial Network, Inc. | 0.33% | Add +200.0% | 34,305 | $912K |
| RFG Advisory, LLC | 0.02% | New | 33,873 | $900K |
| Bfsg, LLC | 0.11% | Reduce -0.2% | 33,556 | $892K |
| Chesapeake Wealth Management | 0.32% | Reduce -0.3% | 33,490 | $890K |
| Partners Wealth Management, LLC | 1.01% | No change | 33,415 | $888K |
| Hoey Investments, Inc. | 0.17% | Reduce -3.7% | 33,167 | $882K |
| Sax Wealth Advisors, LLC | 0.06% | Add +0.4% | 33,043 | $878K |
| ARK & TLK Investments, LLC | 0.30% | Reduce -0.9% | 32,559 | $865K |
| Quadrant Private Wealth Management, LLC | 0.22% | Reduce -3.4% | 32,506 | $864K |
| Santori & Peters, Inc. | 0.35% | Reduce -13.6% | 32,459 | $863K |
| Sachetta, LLC | 0.35% | Reduce -1.1% | 32,249 | $857K |
| LexAurum Advisors, LLC | 0.16% | Add +56.9% | 32,101 | $853K |
| Milestone Investment Advisors LLC | 0.24% | No change | 32,069 | $852K |
| NWF Advisory Services Inc. | 0.12% | New | 31,980 | $850K |
| Westbourne Investments, Inc. | 0.51% | Reduce -2.6% | 31,918 | $848K |
| Old National Bancorp | 0.02% | No change | 31,818 | $846K |
| First County Bank | 0.47% | New | 31,723 | $843K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -5.6% | 31,674 | $842K |
| WBH Advisory Inc. | 0.08% | Reduce -0.1% | 31,263 | $831K |
| Meritage Portfolio Management | 0.06% | Reduce -18.9% | 31,236 | $830K |
| Red Door Wealth Management, LLC | 0.12% | Add +0.8% | 30,801 | $819K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.0% | 30,713 | $816K |
| CM Wealth Advisors LLC | 0.26% | No change | 30,066 | $799K |
| D.A. Davidson & Co. | 0.01% | No change | 29,818 | $793K |
| Kelleher Financial Advisors | 0.31% | No change | 29,220 | $777K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -9.0% | 29,107 | $774K |
| Kathmere Capital Management, LLC | 0.07% | Add +6.5% | 29,099 | $773K |
| Burkett Financial Services, LLC | 0.31% | Reduce -6.7% | 29,003 | $771K |
| Ironwood Financial, llc | 0.17% | Reduce -0.9% | 28,954 | $770K |
| Sculati Wealth Management, LLC | 0.31% | Reduce -15.4% | 28,780 | $765K |
| Marquette Asset Management, LLC | 0.13% | No change | 28,770 | $765K |
| Greenleaf Trust | 0.01% | Reduce -5.3% | 28,650 | $762K |
| WPG Advisers, LLC | 0.71% | Add +24.6% | 28,613 | $761K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -6.5% | 28,609 | $760K |
| Quantinno Capital Management LP | 0.00% | Add +96.6% | 28,403 | $755K |
| Columbia Advisory Partners LLC | 0.65% | Reduce -3.5% | 28,283 | $752K |
| Biltmore Family Office, LLC | 0.12% | No change | 27,546 | $732K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +2.2% | 27,368 | $727K |
| Ridgewood Investments LLC | 0.34% | Add +98.1% | 27,349 | $727K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.7% | 26,733 | $711K |
| NorthStar Asset Management LLC | 0.44% | Add +0.7% | 26,703 | $710K |
| Bank of Montreal | 0.00% | Reduce -23.5% | 26,603 | $707K |
| UMB Bank, n.a. | 0.01% | No change | 26,451 | $703K |
| Smart Portfolios, LLC | 0.75% | Reduce -0.1% | 25,870 | $688K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -1.0% | 25,852 | $687K |
| Everett Harris & Co. | 0.01% | Add +0.2% | 25,794 | $686K |
| Well Done, LLC | 0.12% | Add +200.0% | 26,265 | $685K |
| Robinson Smith Wealth Advisors LLC | 0.57% | Add +218.4% | 25,450 | $676K |
| Rappaport Reiches Capital Management, LLC | 0.17% | No change | 25,436 | $676K |
| Jane Street Group, LLC | 0.00% | Reduce -46.3% | 25,331 | $673K |
| Atlas Wealth Partners, LLC | 0.83% | Add +6.7% | 25,230 | $671K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.5% | 25,216 | $670K |
| Jones Financial Companies LLLP | 0.00% | Add +181.5% | 25,352 | $667K |
| Benjamin Edwards Inc. | 0.01% | Add +53.3% | 25,099 | $667K |
| Capital Insight Partners, LLC | 0.12% | Reduce -3.8% | 25,066 | $666K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -71.8% | 24,939 | $663K |
| Bernardo Wealth Planning LLC | 0.16% | No change | 24,771 | $658K |
| Comerica Bank | 0.00% | Reduce -17.6% | 24,750 | $658K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -6.8% | 24,687 | $656K |
| MidAtlantic Capital Management, Inc. | 0.51% | No change | 24,642 | $655K |
| Grey Ledge Advisors, LLC | 0.17% | Add +0.2% | 24,476 | $651K |
| L.M. Kohn & Company | 0.17% | New | 24,266 | $645K |
| Alliance Wealth Management Group | 0.17% | No change | 24,237 | $644K |
| Towercrest Capital Management | 0.12% | No change | 24,237 | $644K |
| Womack Financial LLC | 0.59% | Add +0.3% | 24,193 | $643K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.3% | 24,170 | $642K |
| Aire Advisors, LLC | 0.13% | Reduce -18.6% | 23,777 | $632K |
| Lantz Financial LLC | 0.17% | No change | 23,610 | $628K |
| Smartleaf Asset Management LLC | 0.06% | Add +65.9% | 23,589 | $621K |
| Ring Mountain Capital, LLC | 0.46% | Add +4.3% | 23,076 | $613K |
| Stark Wealth Management LLC | 6.29% | Reduce -96.3% | 22,977 | $611K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -31.1% | 22,818 | $607K |
| HMV Wealth Advisors, LLC | 0.48% | No change | 22,712 | $604K |
| Fortitude Advisory Group L.L.C. | 0.43% | Add +0.7% | 24,381 | $602K |
| Carret Asset Management, LLC | 0.07% | Add +3.0% | 22,518 | $599K |
| Park Avenue Securities LLC | 0.01% | Add +144.9% | 22,422 | $596K |
| Plancorp, LLC | 0.02% | No change | 22,303 | $593K |
| Uptown Financial Advisors LLC | 0.60% | No change | 21,850 | $581K |
| Mayfair Advisory Group, LLC | 0.33% | Add +9.0% | 21,811 | $580K |
| SkyOak Wealth, LLC | 0.13% | Reduce -7.3% | 21,798 | $579K |
| Renaissance Technologies | 0.00% | Reduce -82.5% | 21,600 | $574K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.2% | 21,592 | $574K |
| Trust Point Inc. | 0.05% | New | 21,585 | $574K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 21,558 | $573K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 21,506 | $572K |
| Columbia River Financial Group, LLC | 0.38% | Reduce -1.3% | 21,214 | $563K |
| Atlas Capital Advisors Inc. | 0.07% | Add +1.5% | 20,900 | $556K |
| Clear Investment Research, LLC | 0.74% | Add +0.1% | 20,781 | $552K |
| Revolve Wealth Partners, LLC | 0.08% | Reduce -0.6% | 20,749 | $552K |
| Greenwood Gearhart LLC | 0.04% | Add +0.9% | 20,637 | $549K |
| Alpha Cubed Investments, LLC | 0.02% | Add +2.6% | 20,607 | $548K |
| Founders Financial Securities LLC | 0.05% | New | 20,921 | $537K |
| Blue Barn Wealth, LLC | 0.28% | Reduce -3.5% | 20,109 | $534K |
| PNC Financial Services Group, Inc. | 0.00% | Add +68.6% | 20,035 | $533K |
| Fonville Wealth Management LLC | 0.16% | Reduce -9.1% | 20,690 | $532K |
| WESCAP Management Group, Inc. | 0.13% | Add +5.0% | 19,963 | $531K |
| Vawter Financial, Ltd. | 0.30% | Reduce -5.3% | 19,848 | $528K |
| Seneschal Advisors, LLC | 0.45% | No change | 19,833 | $527K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -0.5% | 19,764 | $525K |
| Resolute Advisors LLC | 0.15% | Add +0.5% | 19,690 | $523K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -25.3% | 19,581 | $520K |
| Center for Financial Planning, Inc. | 0.07% | No change | 19,533 | $519K |
| WNY Asset Management, LLC | 0.06% | Add +0.2% | 19,509 | $519K |
| Brighton Jones LLC | 0.02% | Reduce -31.8% | 19,421 | $516K |
| Independent Wealth Network Inc. | 0.20% | Add +41.5% | 19,131 | $509K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,080 | $507K |
| Stone Summit Wealth LLC | 0.17% | Reduce -1.6% | 18,881 | $502K |
| M Holdings Securities, Inc. | 0.08% | Reduce -1.4% | 18,666 | $496K |
| WMG Financial Advisors, LLC | 0.21% | Reduce -0.9% | 18,632 | $495K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -0.6% | 18,618 | $495K |
| Jackson Creek Investment Advisors LLC | 0.16% | Reduce -5.3% | 18,503 | $492K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,210 | $484K |
| Radnor Capital Management, LLC | 0.08% | No change | 18,210 | $484K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.1% | 18,163 | $480K |
| Chicago Partners Investment Group LLC | 0.02% | Add +3.1% | 18,182 | $474K |
| Wedmont Private Capital | 0.02% | Add +13.8% | 18,988 | $471K |
| American Investment Services, Inc. | 0.08% | Add +0.3% | 17,298 | $460K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Reduce -11.5% | 17,284 | $459K |
| Spire Wealth Management | 0.01% | Reduce -52.6% | 17,196 | $457K |
| Waterloo Capital, L.P. | 0.04% | Add +11.3% | 17,195 | $457K |
| Strategic Family Wealth Counselors, L.L.C. | 0.15% | Add +2.2% | 16,986 | $451K |
| Tounjian Advisory Partners, LLC | 0.08% | — | 16,966 | $451K |
| Wealth Preservation Advisors, LLC | 0.32% | — | 16,886 | $449K |
| Strategic Blueprint, LLC | 0.02% | Add +11.2% | 16,854 | $448K |
| Marotta Asset Management | 0.09% | Reduce -61.4% | 5,544 | $446K |
| Zhang Financial LLC | 0.02% | Add +0.5% | 16,716 | $444K |
| Lynx Investment Advisory | 0.29% | Add +21.2% | 16,623 | $442K |
| Smith Salley Wealth Management | 0.03% | Reduce -3.6% | 16,319 | $434K |
| Basepoint Wealth LLC | 0.34% | Reduce -1.9% | 16,266 | $432K |
| SageView Advisory Group, LLC | 0.02% | Reduce -4.2% | 16,162 | $430K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Reduce -10.4% | 16,148 | $429K |
| Oarsman Capital, Inc. | 0.08% | Add +29.9% | 16,120 | $428K |
| Goldstein Advisors, LLC | 0.06% | No change | 16,115 | $428K |
| Bridges Investment Management Inc. | 0.01% | Add +2.8% | 16,035 | $426K |
| TruNorth Capital Management, LLC | 0.10% | No change | 15,885 | $422K |
| Schrum Private Wealth Management LLC | 0.37% | Reduce -2.1% | 15,767 | $419K |
| Theory Financial LLC | 0.18% | No change | 15,618 | $415K |
| Prudent Investors Network, Inc. | 0.12% | No change | 15,518 | $412K |
| Roundview Capital LLC | 0.03% | No change | 15,516 | $412K |
| Wealthspan Partners, LLC | 0.19% | Reduce -7.7% | 15,493 | $412K |
| Creative Financial Designs Inc. | 0.03% | Reduce -12.3% | 15,469 | $411K |
| Avior Wealth Management, LLC | 0.02% | Add +2.2% | 15,294 | $407K |
| Soltis Investment Advisors LLC | 0.04% | Add +1.1% | 15,169 | $403K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -7.0% | 15,105 | $402K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.0% | 15,093 | $401K |
| Diversified Investment Strategies, LLC | 0.27% | Reduce -7.9% | 15,079 | $401K |
| Rockbridge Investment Management, LCC | 0.05% | Add +3.1% | 15,029 | $399K |
| Calton & Associates, Inc. | 0.09% | New | 14,961 | $398K |
| Lakeridge Wealth Management LLC | 0.20% | Add +0.1% | 14,898 | $396K |
| Cascade Investment Advisors, Inc. | 0.27% | Add +0.5% | 14,885 | $396K |
| Capital Analysts, LLC | 0.01% | Add +9.2% | 14,677 | $390K |
| Sachem Hill LLC | 0.08% | Reduce -3.2% | 14,644 | $389K |
| &partners | 0.00% | Add +30.8% | 16,011 | $389K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -3.0% | 14,567 | $387K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -7.3% | 14,533 | $386K |
| Hengehold Capital Management LLC | 0.04% | Add +22.8% | 14,507 | $386K |
| Certior Financial Group, LLC | 0.32% | Reduce -24.4% | 14,413 | $383K |
| LifeSteps Financial, Inc. | 0.31% | Reduce -3.6% | 14,351 | $381K |
| Schwallier Wealth Management LLC | 0.28% | Reduce -5.3% | 14,291 | $380K |
| Legacy Financial Group LLC | 0.06% | Add +2.1% | 13,980 | $372K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 13,953 | $371K |
| Moneco Advisors, LLC | 0.04% | Reduce -4.5% | 13,949 | $371K |
| Encompass More Asset Management | 0.11% | New | 13,886 | $369K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.0% | 13,825 | $367K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -5.4% | 13,819 | $367K |
| United Advisor Group, LLC | 0.08% | Add +12.7% | 13,817 | $367K |
| My Legacy Advisors, LLC | 0.14% | Reduce -0.6% | 13,734 | $365K |
| True Vision MN LLC | 0.22% | Add +0.2% | 13,690 | $364K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 15,435 | $363K |
| International Assets Investment Management, LLC | 0.03% | Add +0.0% | 13,573 | $361K |
| Atria Investments, Inc | 0.00% | Reduce -5.3% | 13,540 | $360K |
| Associated Banc-Corp | 0.01% | Reduce -0.1% | 13,446 | $357K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 13,426 | $357K |
| Tenret Co LLC | 0.21% | No change | 13,341 | $355K |
| Chesley Taft & Associates LLC | 0.02% | New | 13,330 | $354K |
| Vaughan David Investments LLC | 0.01% | New | 13,314 | $354K |
| Good Life Advisors, LLC | 0.02% | Add +1.0% | 13,291 | $353K |
| Westmount Partners, LLC | 0.11% | No change | 13,277 | $353K |
| DecisionMap Wealth Management, LLC | 0.27% | Reduce -3.0% | 13,244 | $352K |
| Geometric Wealth Advisors | 0.06% | Add +0.1% | 13,191 | $351K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.14% | No change | 13,074 | $348K |
| Mayport, LLC | 0.10% | No change | 13,026 | $346K |
| Investments & Financial Planning, LLC | 0.22% | Add +27.6% | 12,995 | $345K |
| Mirador Capital Partners LP | 0.06% | Reduce -3.8% | 12,987 | $345K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -4.5% | 12,899 | $343K |
| FF Advisors,LLC | 0.20% | Add +24.5% | 13,151 | $343K |
| Resurgent Financial Advisors LLC | 0.21% | Reduce -21.4% | 12,880 | $342K |
| Fisher Asset Management | 0.00% | New | 12,855 | $342K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 12,816 | $341K |
| Austin Asset Management Co Inc | 0.07% | No change | 12,759 | $339K |
| Brickley Wealth Management | 0.07% | Add +15.2% | 12,759 | $339K |
| Independent Advisor Alliance | 0.01% | Reduce -88.8% | 12,751 | $339K |
| Cooper/Haims Advisors, LLC | 0.18% | Add +0.5% | 12,689 | $337K |
| Sterling Wealth Advisors Inc | 0.26% | No change | 12,660 | $337K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.4% | 12,410 | $330K |
| Hurley Capital, LLC | 0.25% | Add +1.8% | 12,368 | $329K |
| Bell Investment Advisors, Inc | 0.06% | No change | 12,366 | $329K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -31.4% | 12,204 | $324K |
| Accelerate Investment Advisors LLC | 0.27% | Reduce -45.9% | 12,200 | $324K |
| Allied Investment Advisors, LLC | 0.06% | Add +0.2% | 12,182 | $324K |
| Ahl Investment Management, Inc. | 0.22% | No change | 12,114 | $322K |
| Elm Partners Management LLC | 0.02% | Reduce -1.9% | 12,099 | $322K |
| Capital Advisors Inc. | 0.01% | New | 12,069 | $321K |
| Phil A. Younker & Associates, Ltd. | 0.31% | No change | 12,000 | $319K |
| FSA Advisors, Inc. | 0.25% | Reduce -0.2% | 11,951 | $318K |
| Acropolis Investment Management, LLC | 0.02% | No change | 11,934 | $317K |
| Millennium Capital Advisors, LLC | 0.23% | No change | 11,857 | $315K |
| LWM Advisors Inc. | 0.38% | New | 12,010 | $315K |
| Cambridge Advisors Inc. | 0.07% | Add +0.1% | 11,817 | $314K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.1% | 12,636 | $314K |
| Choreo, LLC | 0.00% | Add +0.1% | 11,737 | $312K |
| Harbour Investments, Inc. | 0.01% | Add +10.1% | 11,494 | $306K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 11,457 | $305K |
| Klingman & Associates, LLC | 0.02% | No change | 11,442 | $304K |
| AIMZ Investment Advisors, LLC | 0.11% | No change | 11,400 | $303K |
| Quarry Hill Advisors, LLC | 0.20% | Add +0.6% | 11,316 | $301K |
| First Western Trust Bank | 0.01% | No change | 11,304 | $300K |
| Evanson Asset Management, LLC | 0.02% | Reduce -2.2% | 11,298 | $300K |
| TriaGen Wealth Management LLC | 0.11% | Reduce -0.2% | 11,295 | $300K |
| GC Wealth Management RIA, LLC | 0.05% | No change | 11,257 | $299K |
| Front Row Advisors LLC | 0.11% | Add +19.6% | 11,203 | $298K |
| FinDec Wealth Services, Inc. | 0.29% | Reduce -44.7% | 11,171 | $297K |
| TBH Global Asset Management, LLC | 0.06% | No change | 11,070 | $294K |
| Truepoint, Inc. | 0.01% | Reduce -4.3% | 11,051 | $294K |
| Chapin Davis, Inc. | 0.10% | Add +198.5% | 11,047 | $294K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 11,040 | $293K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -9.7% | 10,987 | $292K |
| Citigroup Inc. | 0.00% | Reduce -18.1% | 10,931 | $291K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -9.0% | 10,791 | $287K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 10,659 | $283K |
| City Center Advisors, LLC | 0.33% | New | 10,612 | $282K |
| Disciplined Investors, L.L.C. | 0.25% | Reduce -0.4% | 10,581 | $281K |
| Centaurus Financial, Inc. | 0.02% | Add +8.8% | 10,527 | $280K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 10,517 | $279K |
| Guardian Asset Advisors, LLC | 0.18% | Reduce -29.3% | 10,731 | $279K |
| Milestone Asset Management Group, LLC | 0.25% | Add +0.4% | 10,453 | $278K |
| Retirement Planning Group, LLC / NY | 0.28% | New | 10,435 | $277K |
| Facet Wealth, Inc. | 0.01% | Add +5.8% | 10,539 | $275K |
| New Century Financial Group, LLC | 0.31% | Add +25.8% | 10,237 | $272K |
| D. E. Shaw & Co. | 0.00% | Reduce -55.0% | 10,232 | $272K |
| Waterfront Wealth Inc. | 0.07% | Reduce -8.2% | 10,182 | $271K |
| Brown Advisory Inc. | 0.00% | New | 10,165 | $270K |
| Code Waechter LLC | 0.22% | No change | 10,166 | $270K |
| PFG Advisors | 0.02% | Reduce -2.3% | 10,155 | $270K |
| Abacus Planning Group, Inc. | 0.05% | Reduce -5.6% | 10,154 | $270K |
| Hardin Capital Partners, LLC | 0.17% | Reduce -13.2% | 10,141 | $270K |
| DHJJ Financial Advisors, Ltd. | 0.11% | Reduce -0.0% | 10,122 | $269K |
| Bright Futures Wealth Management, LLC. | 0.30% | Reduce -3.4% | 10,967 | $269K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.1% | 10,050 | $267K |
| Parkside Financial Bank & Trust | 0.03% | No change | 10,004 | $266K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | No change | 9,996 | $266K |
| Shearwater Capital LLC | 0.19% | No change | 9,992 | $266K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +9.1% | 9,979 | $265K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 9,935 | $264K |
| Aspen Investment Management Inc | 0.12% | Add +7.8% | 9,822 | $261K |
| Hill Island Financial LLC | 0.08% | Reduce -87.7% | 9,801 | $261K |
| Forza Wealth Management, LLC | 0.12% | No change | 9,768 | $260K |
| Bensler, LLC | 0.03% | Add +0.1% | 9,757 | $259K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -1.9% | 9,621 | $256K |
| Independent Financial Group, LLC | 0.01% | Add +18.3% | 9,591 | $255K |
| Principal Securities, Inc. | 0.01% | No change | 9,677 | $252K |
| Mission Wealth Management, LP | 0.01% | No change | 9,477 | $252K |
| Bellwether Advisors, LLC | 0.05% | No change | 9,473 | $252K |
| Curi Capital, LLC | 0.01% | No change | 9,355 | $249K |
| Hazlett, Burt & Watson, Inc. | 0.11% | No change | 9,338 | $248K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 9,246 | $246K |
| RBA Wealth Management, LLC | 0.10% | Reduce -0.0% | 9,237 | $246K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,134 | $243K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -6.0% | 9,000 | $239K |
| Stonebrook Private Inc. | 0.06% | No change | 8,862 | $236K |
| Security National Bank of So Dak | 0.13% | Reduce -0.4% | 8,850 | $235K |
| SGL Investment Advisors, Inc. | 0.12% | New | 8,977 | $235K |
| Clark Wealth Partners | 0.17% | Add +0.4% | 8,781 | $233K |
| GAMMA Investing LLC | 0.02% | Reduce -0.2% | 8,720 | $232K |
| GS Investments, Inc. | 0.11% | Reduce -0.6% | 8,718 | $232K |
| KFA Private Wealth Group, LLC | 0.08% | No change | 8,661 | $230K |
| TCFG Wealth Management, LLC | 0.12% | No change | 8,652 | $230K |
| Accel Wealth Management | 0.08% | New | 8,630 | $229K |
| Diversified Trust Co. | 0.01% | Reduce -3.9% | 8,603 | $229K |
| Apella Capital, LLC | 0.01% | No change | 9,024 | $227K |
| Matisse Capital | 0.12% | No change | 8,503 | $226K |
| Cutler Investment Counsel LLC | 0.03% | New | 8,502 | $226K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.6% | 8,459 | $225K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 8,386 | $223K |
| Empower Advisory Group, LLC | 0.00% | Reduce -44.7% | 8,376 | $223K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 8,348 | $222K |
| Two Sigma Securities, LLC | 0.03% | New | 8,331 | $221K |
| William Howard & Co Financial Advisors Inc | 0.21% | Add +0.5% | 8,319 | $221K |
| Lutz Financial Services LLC | 0.02% | No change | 8,275 | $220K |
| Focused Wealth Management, Inc | 0.03% | Reduce -2.4% | 8,211 | $218K |
| CWC Advisors, LLC. | 0.12% | No change | 8,199 | $218K |
| Capital Investment Advisors, LLC | 0.00% | No change | 8,193 | $218K |
| Salem Investment Counselors Inc. | 0.01% | No change | 8,168 | $217K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.6% | 8,120 | $216K |
| Advocate Group LLC | 0.04% | No change | 8,100 | $215K |
| Ritholtz Wealth Management | 0.01% | New | 8,052 | $214K |
| Rialto Wealth Management, LLC | 0.07% | No change | 8,031 | $213K |
| Appleton Partners Inc. | 0.02% | New | 7,920 | $211K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -28.4% | 8,144 | $210K |
| Earned Wealth Advisors, LLC | 0.05% | New | 7,895 | $210K |
| Legacy Solutions, LLC | 0.23% | Add +0.5% | 7,875 | $209K |
| Clark Asset Management, LLC | 0.04% | No change | 7,865 | $209K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 7,857 | $209K |
| HUB Investment Partners, LLC | 0.01% | New | 7,854 | $209K |
| Destination Wealth Management | 0.01% | New | 7,850 | $209K |
| G&S Capital LLC | 0.09% | New | 7,822 | $208K |
| Keudell/Morrison Wealth Management | 0.05% | No change | 7,800 | $207K |
| Essex LLC | 0.04% | Reduce -6.8% | 7,711 | $205K |
| Adero Partners, LLC | 0.01% | No change | 7,697 | $205K |
| AlphaCore Capital LLC | 0.02% | Add +5.0% | 7,696 | $205K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 7,677 | $204K |
| Joel Isaacson & Co., LLC | 0.01% | New | 7,658 | $204K |
| Wincap Financial LLC | 0.19% | New | 7,621 | $203K |
| Granite Bay Wealth Management, LLC | 0.07% | New | 7,599 | $202K |
| Signal Tree Financial Partners LLC | 0.20% | New | 7,593 | $202K |
| Perissos Private Wealth Management, LLC | 0.18% | New | 7,577 | $201K |
| GoalVest Advisory LLC | 0.05% | No change | 6,873 | $183K |
| Fort Vancouver Investment Management, LLC | 0.14% | Add +0.6% | 6,753 | $179K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +10.7% | 6,750 | $179K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -10.4% | 6,425 | $171K |
| Chilton Capital Management LLC | 0.01% | No change | 6,399 | $170K |
| West Paces Advisors Inc. | 0.04% | No change | 6,300 | $167K |
| Wayfinding Financial, LLC | 0.07% | New | 6,162 | $163K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 6,000 | $159K |
| Russell Investments Group, Ltd. | 0.00% | Add +40.1% | 5,951 | $158K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 5,289 | $141K |
| Costello Asset Management, INC | 0.06% | New | 5,243 | $139K |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 5,225 | $139K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 5,070 | $135K |
| CoreCap Advisors, LLC | 0.01% | Add +49.8% | 5,009 | $133K |
| Hantz Financial Services, Inc. | 0.00% | New | 4,569 | $121K |
| Raffa Wealth Management, LLC | 0.03% | No change | 4,501 | $120K |
| Missouri Trust & Investment Co | 0.04% | Reduce -11.8% | 4,470 | $119K |
| Signature Resources Capital Management, LLC | 0.10% | Add +0.0% | 4,396 | $117K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 4,382 | $116K |
| VSM Wealth Advisory, LLC | 0.04% | Add +81.0% | 4,254 | $113K |
| Robbins Farley | 0.06% | Add +4.3% | 4,218 | $112K |
| SRH Advisors, LLC | 0.03% | No change | 4,140 | $110K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -7.7% | 4,137 | $110K |
| Kennebec Savings Bank | 0.12% | Add +2.1% | 4,101 | $109K |
| Peachtree Investment Partners, LLC | 0.04% | Add +29.7% | 3,891 | $103K |
| Valley National Advisers Inc. | 0.02% | Add +84.9% | 3,864 | $102K |
| NorthRock Partners, LLC | 0.00% | Add +0.5% | 3,724 | $99K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 3,669 | $98K |
| Howe & Rusling Inc. | 0.01% | Reduce -5.8% | 3,416 | $91K |
| Evensky & Katz LLC | 0.01% | Reduce -10.8% | 3,185 | $85K |
| Crews Bank & Trust | 0.01% | No change | 3,186 | $85K |
| Sierra Ocean, LLC | 0.06% | No change | 3,000 | $80K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,000 | $80K |
| Citizens National Bank Trust Department | 0.02% | Reduce -17.6% | 2,965 | $79K |
| Private Trust Co. NA | 0.01% | Add +30877.8% | 2,788 | $74K |
| Ancora Advisors LLC | 0.00% | No change | 2,769 | $74K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,712 | $72K |
| Kozak & Associates, Inc. | 0.02% | Add +0.5% | 2,845 | $72K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 2,667 | $71K |
| Horizons Wealth Management | 0.05% | New | 2,356 | $63K |
| Continuum Advisory, LLC | 0.01% | Reduce -65.5% | 2,301 | $61K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,244 | $60K |
| Caldwell Trust Co | 0.01% | No change | 2,235 | $59K |
| Hanson & Doremus Investment Management | 0.01% | Add +23.1% | 2,175 | $58K |
| Briaud Financial Planning Inc | 0.02% | Add +35.6% | 2,112 | $56K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -25.4% | 2,093 | $56K |
| MTM Investment Management, LLC | 0.02% | New | 2,085 | $55K |
| Tsfg, LLC | 0.01% | New | 2,088 | $55K |
| JNBA Financial Advisors | 0.01% | Reduce -16.6% | 2,067 | $55K |
| Phillips Financial Management, LLC | 0.00% | No change | 2,040 | $54K |
| Promus Capital, LLC | 0.04% | No change | 1,989 | $53K |
| Beacon Capital Management, LLC | 0.01% | Add +0.5% | 1,802 | $48K |
| Pflug Koory, LLC | 0.03% | Reduce -27.3% | 1,758 | $47K |
| Fortitude Family Office, LLC | 0.02% | Add +0.5% | 1,654 | $44K |
| Ameriflex Group, Inc. | 0.02% | Add +78.5% | 1,639 | $44K |
| Key Financial Inc | 0.01% | No change | 1,569 | $42K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,500 | $40K |
| NWK Group, Inc. | 0.02% | No change | 1,416 | $38K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 1,399 | $37K |
| Marshall Investment Management, LLC | 0.02% | New | 1,392 | $37K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,353 | $36K |
| Family Capital Trust Co | 0.01% | No change | 1,299 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,275 | $34K |
| Versant Capital Management, Inc | 0.01% | Reduce -1.5% | 1,259 | $33K |
| Olistico Wealth, LLC | 0.02% | No change | 1,236 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,233 | $33K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 1,200 | $32K |
| Tidemark, LLC | 0.01% | No change | 1,200 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,197 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -64.0% | 1,188 | $32K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,170 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -5.4% | 1,098 | $29K |
| Kessler Investment Group, LLC | 0.01% | New | 1,086 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,044 | $28K |
| Dagco, Inc. | 0.01% | New | 1,041 | $28K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,017 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 996 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 981 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 915 | $24K |
| Main Street Group, LTD | 0.01% | No change | 895 | $24K |
| DT Investment Partners, LLC | 0.00% | New | 894 | $24K |
| Arlington Trust Co LLC | 0.01% | New | 879 | $23K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 876 | $23K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 831 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 798 | $21K |
| Bokf, NA | 0.00% | New | 735 | $20K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +19.4% | 688 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 660 | $18K |
| Winthrop Capital Management, LLC | 0.00% | No change | 612 | $16K |
| Ascentis Wealth Management, LLC | 0.01% | New | 591 | $16K |
| Stephens Consulting, LLC | 0.00% | No change | 534 | $14K |
| First PREMIER Bank | 0.00% | Reduce -50.7% | 510 | $14K |
| JDM Financial Group LLC | 0.01% | No change | 483 | $13K |
| Sandy Spring Bank | 0.00% | Reduce -11.9% | 468 | $12K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +6.9% | 464 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -17.0% | 460 | $12K |
| Evermay Wealth Management LLC | 0.00% | No change | 450 | $12K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.1% | 446 | $12K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.5% | 437 | $12K |
| SWAN Capital LLC | 0.01% | New | 429 | $11K |
| Archer Investment Corp | 0.00% | No change | 408 | $11K |
| Luminist Capital LLC | 0.01% | New | 392 | $10K |
| Rossby Financial, LCC | 0.00% | New | 377 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 354 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 351 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 333 | $9K |
| ORG Partners LLC | 0.00% | Reduce -64.5% | 325 | $9K |
| Crewe Advisors LLC | 0.00% | Add +0.6% | 324 | $9K |
| Bessemer Group Inc. | 0.00% | New | 289 | $8K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 300 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +162.3% | 299 | $8K |
| Rise Advisors, LLC | 0.00% | Add +0.3% | 291 | $8K |
| Park Place Capital Corp | 0.00% | No change | 282 | $7K |
| LRI Investments, LLC | 0.00% | No change | 261 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.10% | Add +18.6% | 230 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 225 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 222 | $6K |
| Arax Advisory Partners | 0.00% | Add +0.5% | 195 | $5K |
| Financial Management Professionals, Inc. | 0.00% | New | 186 | $5K |
| Keystone Global Partners, LLC | 0.00% | — | 174 | $5K |
| Brooklyn Investment Group | 0.00% | New | 168 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $4K |
| Headlands Technologies LLC | 0.00% | New | 136 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 135 | $4K |
| Flaharty Asset Management, LLC | 0.00% | New | 116 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +44.9% | 113 | $3K |
| Investors Research Corp | 0.00% | No change | 111 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 111 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 100 | $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 |
| New Millennium Group LLC | 0.00% | Reduce -71.4% | 60 | $2K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 60 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -75.8% | 45 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 45 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | Reduce -44.9% | 43 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 60 | $1K |
| Trust Co. of Vermont | 0.00% | Add +516.7% | 37 | $983 |
| Sound Income Strategies, LLC | 0.00% | No change | 36 | $957 |
| Wolff Wiese Magana LLC | 0.00% | No change | 30 | $798 |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 25 | $658 |
| Integrity Financial Corp | 0.00% | No change | 18 | $478 |
| NewSquare Capital LLC | 0.00% | No change | 15 | $403 |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $399 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 5 | $124 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $80 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 3 | $79 |
"% 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.