Schwab US Large-Cap ValueSCHVETF
13F holders, Q2 2025 (June 30)881holders +36
77new positions
48sold out
4famous investors
$27.66avg. 13F price*
At the end of Q2 2025, 881 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 36 from Q1 2025. 77 opened new positions and 48 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($1.2B) and Mather Group, Llc. ($912.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $102.1M |
| Exits | 48 | $30.8M |
All 13F filers, Q1 2025 → Q2 2025: 16,283,131 shares bought and 10,313,963 shares sold, net +5,969,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 881 holders
| Financial Engines Advisors L.L.C. | 2.90% | Reduce -1.2% | 52,594,431 | $1.5B |
| Sei Investments Co. | 1.38% | Add +6.0% | 43,062,193 | $1.2B |
| Mather Group, Llc. | 9.75% | Add +0.0% | 32,992,117 | $912.9M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -1.9% | 16,167,900 | $447.4M |
| Osaic Holdings, Inc. | 0.59% | Add +3.7% | 11,980,931 | $331.5M |
| Avantax Planning Partners, Inc. | 8.73% | Reduce -0.8% | 9,946,200 | $275.2M |
| Mariner, LLC | 0.35% | Add +5.3% | 8,687,414 | $240.4M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -2.3% | 6,808,311 | $191.7M |
| Moneta Group Investment Advisors LLC | 1.50% | Add +18.4% | 4,544,933 | $125.8M |
| Gemmer Asset Management LLC | 10.90% | Add +3.0% | 4,439,368 | $122.8M |
| Betterment LLC | 0.26% | Reduce -2.3% | 4,362,278 | $120.7M |
| LPL Financial LLC | 0.03% | Add +1.3% | 3,569,177 | $98.8M |
| Savant Capital, LLC | 0.64% | Reduce -1.6% | 3,216,323 | $89.0M |
| Rainey & Randall Wealth Advisors Inc. | 14.91% | Add +1.0% | 2,942,753 | $81.4M |
| Mokosak Advisory Group, LLC | 22.78% | Add +1.6% | 2,911,430 | $80.6M |
| Financial Advisors, LLC | 13.68% | Reduce -1.7% | 2,653,686 | $73.4M |
| HighTower Advisors, LLC | 0.09% | Add +18.0% | 2,628,787 | $72.7M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 2,574,147 | $71.2M |
| UBS Group AG | 0.01% | Add +23.1% | 2,368,869 | $65.5M |
| Krilogy Financial LLC | 3.63% | Add +1.9% | 2,286,562 | $63.3M |
| CX Institutional | 2.03% | Add +10.3% | 2,105,587 | $58.3M |
| Compound Planning, Inc. | 1.97% | Add +25.9% | 1,881,437 | $52.1M |
| Cooper Financial Group | 6.10% | Add +19.5% | 1,875,033 | $51.9M |
| Bank of America Corp. | 0.00% | Add +5.6% | 1,827,149 | $50.6M |
| Avantax Advisory Services, Inc. | 0.28% | Add +3.2% | 1,815,693 | $50.2M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -8.0% | 1,733,326 | $48.0M |
| Focus Partners Advisor Solutions, LLC | 0.64% | Reduce -10.2% | 1,732,941 | $48.0M |
| Summit Wealth & Retirement Planning, Inc. | 12.23% | Add +0.5% | 1,646,926 | $45.6M |
| GenWealth Group, Inc. | 8.58% | Add +7.3% | 1,537,451 | $42.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.9% | 1,449,963 | $40.1M |
| Brady Martz Wealth Solutions, LLC | 7.47% | Reduce -12.1% | 1,396,345 | $38.6M |
| HRC Wealth Management, LLC | 18.82% | Add +6.3% | 1,276,023 | $35.3M |
| Cetera Investment Advisers | 0.06% | Add +3.9% | 1,227,430 | $34.0M |
| XML Financial, LLC | 2.89% | Add +3.0% | 1,204,671 | $33.3M |
| Dravo Bay LLC | 15.87% | Add +0.4% | 1,163,659 | $32.8M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -6.9% | 1,155,974 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +12.1% | 1,149,933 | $31.8M |
| Northern Capital Management, Inc. | 18.70% | Reduce -2.3% | 1,148,887 | $31.8M |
| FAS Wealth Partners, Inc. | 2.33% | Add +0.5% | 1,138,942 | $31.5M |
| Ballast Advisors LLC | 9.26% | Add +0.0% | 1,136,285 | $31.4M |
| MIdWestOne Financial Group, Inc. | 4.05% | Reduce -1.7% | 1,128,108 | $31.2M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +8.3% | 1,125,858 | $31.2M |
| Dodds Wealth, LLC | 8.24% | Add +0.4% | 1,110,461 | $30.7M |
| Veery Capital, LLC | 10.50% | Add +6.0% | 1,103,342 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Add +40.2% | 1,099,529 | $30.4M |
| Exchange Traded Concepts, LLC | 0.38% | New | 1,086,761 | $30.1M |
| Summit Asset Management, LLC | 4.81% | Add +2.0% | 1,067,441 | $29.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +8.8% | 1,062,422 | $29.4M |
| Marshall Financial Group Inc. | 8.70% | Reduce -0.0% | 1,050,718 | $29.1M |
| Black Diamond Financial, LLC | 4.42% | Reduce -15.8% | 1,029,594 | $28.5M |
| Teamwork Financial Advisors, LLC | 3.39% | Add +47.0% | 999,701 | $27.7M |
| Cerity Partners LLC | 0.05% | Add +39.2% | 995,771 | $27.6M |
| GHP Investment Advisors, Inc. | 1.21% | Add +1.3% | 985,530 | $27.3M |
| MAI Capital Management | 0.19% | Reduce -0.0% | 976,343 | $27.0M |
| Midwest Trust Co | 0.36% | — | 945,455 | $26.2M |
| Tradition Wealth Management, LLC | 2.09% | Add +1.0% | 943,657 | $26.1M |
| Financial Advisors Network, Inc. | 3.83% | Add +5.3% | 915,554 | $25.3M |
| Merit Financial Group, LLC | 0.26% | Add +129.1% | 851,158 | $23.6M |
| Ally Invest Advisors Inc. | 1.82% | Add +4.0% | 842,086 | $23.3M |
| MML Investors Services, LLC | 0.07% | Add +4.5% | 832,273 | $23.0M |
| Focus Financial Network, Inc. | 0.90% | Reduce -18.8% | 827,972 | $22.9M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -48.7% | 802,341 | $22.2M |
| Persium Advisors, LLC | 18.00% | Add +4.8% | 785,894 | $21.7M |
| Sage Financial Group Inc. | 1.58% | Reduce -1.1% | 775,264 | $21.5M |
| Creative Planning | 0.02% | Add +1.5% | 772,113 | $21.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Reduce -1.6% | 761,893 | $21.1M |
| Financial Counselors Inc. | 29.36% | Reduce -53.7% | 749,981 | $20.8M |
| Noble Family Wealth, LLC | 4.89% | Add +7.8% | 723,329 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.8% | 704,545 | $19.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +32.0% | 700,914 | $19.4M |
| Meriwether Wealth & Planning, LLC | 12.06% | Add +4.1% | 695,293 | $19.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +18.3% | 693,618 | $19.2M |
| Ethos Financial Group, LLC | 1.60% | Add +14.1% | 669,217 | $18.5M |
| Focus Partners Wealth | 0.04% | Add +74.7% | 667,556 | $18.5M |
| Denver PWM, LLC | 5.71% | Add +3.5% | 661,712 | $18.3M |
| Captrust Financial Advisors | 0.04% | Add +1.0% | 656,713 | $18.2M |
| Seneca Financial Advisors LLC | 6.96% | Reduce -5.0% | 652,489 | $18.1M |
| JBGlobal.com LLC | 18.15% | Reduce -1.8% | 631,175 | $17.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.84% | Add +3.1% | 618,080 | $17.1M |
| Mutual Advisors, LLC | 0.43% | Add +1.2% | 601,228 | $17.1M |
| Garde Capital, Inc. | 0.91% | Reduce -2.5% | 613,396 | $17.0M |
| Cape Investment Advisory, Inc. | 6.09% | Add +0.2% | 602,557 | $16.7M |
| USAdvisors Wealth Management, LLC | 6.08% | Add +13.1% | 590,975 | $16.4M |
| Cornerstone Wealth Advisors, Inc. | 4.19% | Add +1.4% | 585,360 | $16.2M |
| Waverly Advisors, LLC | 0.18% | Add +9.4% | 581,588 | $16.1M |
| Perigon Wealth Management, LLC | 0.38% | Reduce -0.7% | 580,077 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -43.5% | 576,136 | $15.9M |
| Geneos Wealth Management Inc. | 0.39% | Reduce -1.9% | 573,156 | $15.9M |
| Raymond James Financial Inc. | 0.01% | Add +2.2% | 572,290 | $15.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -19.2% | 560,034 | $15.5M |
| LCNB Corp. | 5.34% | Add +15.0% | 548,735 | $15.2M |
| Global Strategic Investment Solutions, LLC | 1.58% | Add +1.6% | 533,804 | $14.8M |
| Martel Wealth Advisors LLC | 2.68% | Reduce -1.9% | 522,059 | $14.4M |
| Seek First Inc. | 11.61% | Add +7.1% | 518,131 | $14.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 491,426 | $13.6M |
| Whitaker-Myers Wealth Managers, LTD. | 3.40% | Add +29.6% | 488,069 | $13.5M |
| Bank Hapoalim BM | 1.91% | No change | 504,000 | $13.4M |
| rebel Financial LLC | 6.02% | — | 477,459 | $13.2M |
| Payne Capital Management, LLC | 4.96% | Add +0.6% | 465,555 | $12.9M |
| Goepper Burkhardt LLC | 4.74% | Add +0.4% | 464,973 | $12.9M |
| Bogart Wealth, LLC | 0.54% | Add +1.5% | 458,382 | $12.7M |
| Allworth Financial LP | 0.06% | Add +5.3% | 436,697 | $12.1M |
| YANKCOM Partnership | 5.84% | Add +6.7% | 431,200 | $11.9M |
| Rwa Wealth Partners, LLC | 0.14% | Add +48.3% | 417,376 | $11.5M |
| Ackerman Capital Advisors, LLC | 2.67% | Add +2.3% | 415,563 | $11.5M |
| Farther Finance Advisors, LLC | 0.23% | Add +7.2% | 406,546 | $11.2M |
| Gill Capital Partners, LLC | 3.60% | Reduce -1.6% | 404,450 | $11.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.73% | Reduce -33.8% | 393,646 | $10.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Reduce -1.2% | 390,508 | $10.8M |
| Integrated Advisors Network LLC | 0.48% | Reduce -19.6% | 387,017 | $10.7M |
| James J. Burns & Company, LLC | 1.72% | Add +1.1% | 380,088 | $10.5M |
| Diversified Portfolios, Inc. | 1.00% | Add +17.5% | 378,478 | $10.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -37.2% | 369,145 | $10.2M |
| CW Advisors, LLC | 0.09% | Reduce -14.9% | 352,275 | $9.7M |
| EWG Elevate Inc. | 2.99% | Add +4.0% | 351,064 | $9.7M |
| Councilor Wealth, LLC | 4.53% | Reduce -0.1% | 350,876 | $9.7M |
| WealthShield Partners, LLC | 1.17% | Reduce -1.5% | 348,502 | $9.6M |
| Opes Wealth Management LLC | 1.69% | Add +4.6% | 343,935 | $9.5M |
| Bishop & Co Investment Management, LLC | 3.41% | Add +6.0% | 343,274 | $9.5M |
| Fiduciary Alliance LLC | 0.69% | New | 334,791 | $9.3M |
| Harbor Group, Inc. | 1.64% | Reduce -0.7% | 333,360 | $9.2M |
| White Pine Investment CO | 2.27% | Reduce -1.9% | 328,315 | $9.1M |
| HBK Sorce Advisory LLC | 0.24% | Add +6.7% | 313,740 | $8.7M |
| Total Wealth Planning, LLC | 1.09% | Add +9.6% | 312,556 | $8.6M |
| Independent Solutions Wealth Management, LLC | 1.69% | Add +2.0% | 312,063 | $8.6M |
| Weinberger Asset Management, Inc | 3.21% | Reduce -3.8% | 300,487 | $8.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.22% | Add +54.8% | 295,971 | $8.2M |
| US Bancorp \de | 0.01% | Reduce -8.7% | 285,817 | $7.9M |
| Thrive Wealth Management, LLC | 1.27% | Add +18.5% | 284,817 | $7.9M |
| Game Plan Financial Advisors, LLC | 3.45% | Add +34.1% | 269,783 | $7.9M |
| Christensen, King & Associates Investment Services, Inc. | 3.58% | Reduce -1.2% | 282,533 | $7.8M |
| Retirement Guys Formula LLC | 2.96% | New | 281,500 | $7.8M |
| Northeast Financial Group, Inc. | 2.42% | Add +33.0% | 275,495 | $7.6M |
| Courage Miller Partners, LLC | 2.40% | Add +2.1% | 274,001 | $7.6M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +7.6% | 269,081 | $7.4M |
| Capital Squared Financial LLC | 8.51% | — | 263,885 | $7.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +1.5% | 259,879 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Reduce -11.6% | 323,725 | $7.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.93% | No change | 264,216 | $7.0M |
| Conning Inc. | 0.25% | No change | 253,673 | $7.0M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +3.2% | 253,527 | $7.0M |
| EP Wealth Advisors, LLC | 0.05% | Add +75.1% | 248,503 | $6.9M |
| Per Stirling Capital Management, LLC. | 0.89% | Add +4.5% | 245,363 | $6.8M |
| Savvy Advisors, Inc. | 0.44% | New | 238,046 | $6.6M |
| Columbus Macro, LLC | 0.80% | Reduce -5.1% | 237,224 | $6.6M |
| Berkshire Asset Management LLC | 0.29% | Add +1.9% | 234,214 | $6.5M |
| Friday Financial | 3.22% | Reduce -1.2% | 228,956 | $6.3M |
| Visionary Wealth Advisors | 0.32% | Add +10.5% | 226,836 | $6.3M |
| ProVise Management Group, LLC | 0.49% | Reduce -1.6% | 225,980 | $6.3M |
| Brookstone Capital Management | 0.08% | Add +1.2% | 225,649 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -1.5% | 225,504 | $6.2M |
| PrairieView Partners, LLC | 0.60% | Reduce -1.5% | 223,537 | $6.2M |
| Paces Ferry Wealth Advisors, LLC | 2.76% | Add +0.2% | 217,272 | $6.0M |
| Cresset Asset Management, LLC | 0.03% | Reduce -12.6% | 216,924 | $6.0M |
| Lowery Thomas, LLC | 3.84% | Reduce -1.1% | 216,849 | $6.0M |
| Ifrah Financial Services, Inc. | 1.64% | Reduce -0.0% | 216,598 | $6.0M |
| Werba Rubin Papier Wealth Management | 1.10% | Reduce -5.0% | 210,622 | $5.8M |
| Curtis Advisory Group, LLC | 1.46% | Add +2.9% | 209,516 | $5.8M |
| Glassman Wealth Services | 0.88% | Reduce -1.2% | 208,348 | $5.8M |
| Valpey Financial Services, LLC | 3.96% | — | 206,929 | $5.7M |
| FMR LLC | 0.00% | Reduce -4.2% | 206,527 | $5.7M |
| Florida Financial Advisors, LLC | 1.38% | Reduce -3.8% | 206,431 | $5.7M |
| Panoramic Investment Advisors, LLC | 3.50% | Add +5.3% | 205,930 | $5.7M |
| Petra Financial Advisors Inc. | 3.61% | Add +0.1% | 205,750 | $5.7M |
| Avant Capital LLC | 4.29% | Add +0.4% | 199,752 | $5.5M |
| Gunma Bank,Ltd. | 1.80% | No change | 199,694 | $5.5M |
| Shepherd Kaplan Krochuk, LLC | 4.79% | Reduce -1.5% | 199,296 | $5.5M |
| Pure Portfolios Holdings LLC | 1.86% | Add +13.6% | 198,493 | $5.5M |
| One Capital Management, LLC | 0.19% | Reduce -2.1% | 198,393 | $5.5M |
| Brand Asset Management Group, Inc. | 2.05% | Reduce -4.3% | 198,264 | $5.5M |
| SpringVest Wealth Management LLC | 4.38% | Add +5.4% | 195,326 | $5.4M |
| Cathy Pareto & Associates, Inc. | 4.41% | Add +6.2% | 192,841 | $5.3M |
| Cadence Wealth Management LLC | 3.48% | Add +18.4% | 190,360 | $5.3M |
| Summit Financial, LLC | 0.12% | Add +348.1% | 188,606 | $5.2M |
| Cahill Financial Advisors Inc. | 0.63% | Add +7.6% | 184,072 | $5.1M |
| Grey Fox Wealth Advisors, LLC | 1.21% | Add +29.4% | 182,830 | $5.1M |
| SteelPeak Wealth, LLC | 0.20% | New | 182,496 | $5.0M |
| Rinkey Investments | 1.46% | Add +193.1% | 175,707 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +40.9% | 174,487 | $4.8M |
| Capital Advisors Wealth Management, LLC | 0.76% | Add +16.0% | 173,720 | $4.8M |
| Nadler Financial Group, Inc. | 0.49% | Reduce -8.0% | 172,549 | $4.8M |
| Leeward Financial Partners, LLC | 1.51% | Add +1.4% | 172,541 | $4.8M |
| Main Street Financial Solutions, LLC | 0.34% | Add +5.5% | 171,749 | $4.8M |
| SeaCrest Wealth Management, LLC | 0.51% | Reduce -0.1% | 170,499 | $4.7M |
| Sunbelt Securities, Inc. | 0.41% | Add +0.7% | 178,205 | $4.6M |
| Embree Financial Group | 0.69% | Reduce -0.5% | 166,593 | $4.6M |
| Everhart Financial Group, Inc. | 0.53% | Add +8.3% | 166,535 | $4.6M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -2.9% | 163,980 | $4.5M |
| Golden Bell Financial Planning LLC | 4.19% | Reduce -5.1% | 160,958 | $4.5M |
| Mill Creek Capital Advisors, LLC | 0.10% | Add +298.9% | 160,918 | $4.5M |
| Newman Dignan & Sheerar, Inc. | 1.02% | Reduce -2.9% | 159,555 | $4.4M |
| Lighthouse Wealth Management Inc. | 3.80% | Reduce -0.2% | 158,858 | $4.4M |
| Dakota Wealth Management | 0.09% | Reduce -12.4% | 157,064 | $4.3M |
| Von Berge Wealth Management Group, LLC | 2.42% | Add +0.0% | 153,341 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -33.3% | 153,645 | $4.3M |
| Brown Wealth Management, LLC | 1.30% | Add +62.0% | 151,567 | $4.2M |
| Coastwise Capital Group, LLC | 3.30% | Add +21.2% | 149,929 | $4.1M |
| Affinity Capital Advisors, LLC | 0.71% | Reduce -1.2% | 149,847 | $4.1M |
| Waterford Advisors, LLC | 1.53% | Add +130.5% | 336,201 | $4.1M |
| Westbourne Investment Advisors, Inc. | 1.25% | Add +2.0% | 148,383 | $4.1M |
| RKL Wealth Management LLC | 0.36% | Reduce -13.1% | 147,609 | $4.1M |
| Apex Wealth Management, LLC | 3.27% | New | 147,405 | $4.1M |
| Retirement Investment Advisors, Inc. | 0.36% | Add +0.4% | 144,749 | $4.0M |
| IVC Wealth Advisors LLC | 1.94% | Reduce -44.5% | 143,641 | $4.0M |
| Blue Bell Private Wealth Management, LLC | 0.66% | Reduce -1.0% | 142,957 | $4.0M |
| Warner Financial, Inc. | 1.60% | Add +2.3% | 140,145 | $3.9M |
| American Financial & Tax Strategies Inc. | 2.00% | Reduce -2.6% | 139,983 | $3.9M |
| Consolidated Portfolio Review Corp | 0.53% | Add +4.8% | 138,975 | $3.8M |
| World Investment Advisors | 0.09% | Reduce -87.6% | 137,255 | $3.8M |
| DDD Partners, LLC | 0.39% | Add +1.9% | 131,835 | $3.6M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -0.9% | 129,833 | $3.6M |
| Apriem Advisors | 0.38% | Reduce -1.1% | 128,842 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +4.8% | 128,255 | $3.5M |
| Altus Wealth Group LLC | 1.56% | Reduce -6.1% | 127,257 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.75% | Reduce -0.4% | 127,005 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.33% | Add +4.5% | 126,913 | $3.5M |
| Cwm, LLC | 0.01% | Add +4.9% | 126,252 | $3.5M |
| KPP Advisory Services LLC | 0.57% | Add +3.8% | 125,092 | $3.5M |
| OneAscent Financial Services LLC | 0.25% | New | 124,491 | $3.4M |
| Sagespring Wealth Partners, LLC | 0.07% | New | 121,260 | $3.4M |
| Modera Wealth Management, LLC | 0.04% | Add +0.3% | 120,742 | $3.3M |
| Joseph Group Capital Management | 1.12% | Add +7.8% | 120,449 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +1.0% | 119,667 | $3.3M |
| North Star Asset Management Inc. | 0.14% | Reduce -3.5% | 117,652 | $3.3M |
| Barden Capital Management, Inc. | 2.83% | Reduce -1.8% | 116,658 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 114,779 | $3.2M |
| Vise Technologies, Inc. | 0.13% | — | 114,592 | $3.2M |
| Steele Capital Management, Inc. | 0.15% | Reduce -1.6% | 111,981 | $3.1M |
| Mission Wealth Management, LP | 0.07% | Add +1045.9% | 108,600 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -33.2% | 107,764 | $3.0M |
| ZEGA Investments, LLC | 0.75% | Add +72.2% | 107,734 | $3.0M |
| Renaissance Technologies | 0.00% | Add +395.8% | 107,100 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +329.4% | 107,093 | $3.0M |
| Quantum Portfolio Management LLC | 1.39% | Add +8.4% | 105,573 | $2.9M |
| Arbor Trust Wealth Advisors, LLC | 1.42% | Reduce -15.4% | 105,142 | $2.9M |
| Compass Advisory Group LLC | 0.92% | Reduce -0.8% | 104,795 | $2.9M |
| Woodmont Investment Counsel LLC | 0.19% | No change | 104,124 | $2.9M |
| ZynergyRetirementPlanningLLC | 1.92% | Reduce -16.2% | 103,492 | $2.9M |
| Choreo, LLC | 0.04% | Add +759.8% | 100,916 | $2.8M |
| Diversified Enterprises, LLC | 0.21% | Reduce -10.7% | 99,653 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +6.3% | 98,409 | $2.7M |
| Murphy & Mullick Capital Management Corp | 2.16% | Reduce -0.2% | 95,359 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.3% | 95,850 | $2.7M |
| Compass Planning Associates Inc | 2.42% | Add +0.5% | 95,101 | $2.6M |
| Schaeffer Financial LLC | 2.54% | Add +2.9% | 94,054 | $2.6M |
| Broadview Financial Management, LLC | 1.77% | Add +0.5% | 93,925 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +2.7% | 93,257 | $2.6M |
| M3 Advisory Group, LLC | 1.78% | Add +1.5% | 92,987 | $2.6M |
| Allen Capital Group, LLC | 0.27% | Add +5.8% | 92,984 | $2.6M |
| Lido Advisors, LLC | 0.01% | Reduce -1.7% | 92,012 | $2.5M |
| Unique Wealth, LLC | 0.41% | New | 91,317 | $2.5M |
| Fortress Wealth Management, Inc. | 1.21% | Add +0.2% | 90,654 | $2.5M |
| NewEdge Wealth, LLC | 0.04% | New | 88,259 | $2.5M |
| Cambridge Financial Group, LLC | 0.92% | Add +1.3% | 88,555 | $2.5M |
| Evoke Wealth, LLC | 0.06% | No change | 88,290 | $2.4M |
| Fagan Associates, Inc. | 0.37% | Reduce -1.6% | 87,088 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +26.3% | 85,277 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -1.4% | 85,136 | $2.4M |
| BCS Wealth Management | 0.51% | Add +14.8% | 85,054 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Reduce -3.7% | 83,720 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.9% | 83,684 | $2.3M |
| AE Wealth Management LLC | 0.02% | Add +111.2% | 83,495 | $2.3M |
| Weaver Capital Management LLC | 0.56% | Reduce -3.2% | 82,722 | $2.3M |
| Saxony Capital Management, LLC | 1.74% | Reduce -33.9% | 81,876 | $2.3M |
| Acas, LLC | 1.52% | Reduce -1.2% | 79,468 | $2.3M |
| Riversedge Advisors, LLC | 0.44% | Add +3.5% | 81,306 | $2.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -16.3% | 80,945 | $2.2M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -9.7% | 80,610 | $2.2M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -16.7% | 79,891 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | — | 79,597 | $2.2M |
| Arkadios Wealth Advisors | 0.07% | Add +3.2% | 79,231 | $2.2M |
| Wilkins Miller Wealth Management, LLC | 1.48% | Add +11.4% | 78,760 | $2.2M |
| Tortoise Investment Management, LLC | 0.21% | Add +11.0% | 78,280 | $2.2M |
| Aspen Grove Capital, LLC | 0.37% | Reduce -1.5% | 77,953 | $2.2M |
| Pinnacle Family Advisors, LLC | 1.04% | Reduce -46.6% | 77,563 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -43.3% | 76,482 | $2.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.68% | Add +0.1% | 76,417 | $2.1M |
| Financial Strategies Group, Inc. | 0.44% | Add +0.7% | 75,466 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +47.1% | 75,711 | $2.1M |
| Duncker Streett & Co. Inc. | 0.38% | Add +0.1% | 75,432 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -1.8% | 74,606 | $2.1M |
| Elgethun Capital Management | 0.41% | Add +0.4% | 73,805 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -37.2% | 73,795 | $2.0M |
| Asset Dedication, LLC | 0.15% | Reduce -0.1% | 73,186 | $2.0M |
| Nalls Sherbakoff Group, LLC | 1.47% | Add +0.5% | 73,046 | $2.0M |
| Myecfo, LLC | 0.95% | Add +1.2% | 69,640 | $1.9M |
| Retirement Planning Group, LLC | 0.08% | Reduce -1.1% | 69,481 | $1.9M |
| Berger Financial Group, Inc | 0.12% | Reduce -11.1% | 68,938 | $1.9M |
| Regal Investment Advisors LLC | 0.14% | Reduce -2.8% | 68,617 | $1.9M |
| StoneX Group Inc. | 0.09% | Add +7.5% | 68,525 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 68,461 | $1.9M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -7.9% | 67,891 | $1.9M |
| Emerald Advisors, LLC | 0.24% | Add +0.6% | 67,729 | $1.9M |
| Bcwm, LLC | 0.59% | Add +0.2% | 67,399 | $1.9M |
| Evergreen Capital Management LLC | 0.06% | New | 67,383 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -20.6% | 67,062 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +84.0% | 65,859 | $1.8M |
| IFP Advisors, Inc | 0.05% | Add +1.5% | 65,296 | $1.8M |
| SCS Capital Management LLC | 0.02% | Reduce -43.7% | 65,165 | $1.8M |
| SIMA Wealth Partners, LLC | 1.45% | Reduce -3.1% | 65,129 | $1.8M |
| Ritholtz Wealth Management | 0.04% | Add +703.1% | 64,665 | $1.8M |
| Composition Wealth, LLC | 0.03% | Reduce -0.0% | 63,751 | $1.8M |
| Smith Anglin Financial, LLC | 0.16% | Reduce -20.8% | 63,437 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.22% | Reduce -1.9% | 63,142 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -24.7% | 62,430 | $1.7M |
| Eagle Harbor Asset Management Inc. | 1.66% | Reduce -4.0% | 62,183 | $1.7M |
| Lederer & Associates Investment Counsel | 1.14% | Reduce -0.6% | 62,114 | $1.7M |
| Stewardship Advisors, LLC | 0.43% | Add +3.8% | 60,818 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 60,167 | $1.7M |
| Arax Advisory Partners | 0.07% | Add +29225.6% | 57,185 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +0.0% | 58,481 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.71% | Add +3.0% | 58,128 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +128.3% | 57,881 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.0% | 57,475 | $1.6M |
| True North Advisors, LLC | 0.30% | Reduce -16.1% | 57,401 | $1.6M |
| Net Worth Advisory Group | 0.35% | New | 56,339 | $1.6M |
| Binnacle Investments Inc | 1.00% | Add +0.1% | 55,670 | $1.5M |
| Signaturefd, LLC | 0.03% | Add +0.1% | 55,331 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -27.0% | 55,223 | $1.5M |
| Keel Point, LLC | 0.10% | Add +2.2% | 54,851 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.19% | Add +1.5% | 54,608 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.7% | 54,605 | $1.5M |
| Kelly Financial Group LLC | 0.43% | Reduce -40.6% | 53,640 | $1.5M |
| Maia Wealth LLC | 0.28% | New | 53,583 | $1.5M |
| New Hampshire Trust | 0.31% | Add +1.2% | 52,860 | $1.5M |
| American Trust | 0.14% | New | 52,858 | $1.5M |
| Enclave Advisors LLC | 0.23% | New | 52,332 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -7.7% | 53,648 | $1.4M |
| GW Henssler & Associates Ltd. | 0.08% | Reduce -1.6% | 51,725 | $1.4M |
| William Mack & Associates, Inc. | 0.88% | Add +3.0% | 50,114 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.3% | 49,666 | $1.4M |
| AQR Capital Management | 0.00% | Add +40.0% | 49,563 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.1% | 48,802 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Add +0.1% | 48,794 | $1.4M |
| Altfest L J & Co. Inc. | 0.16% | Add +2.0% | 48,749 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.4% | 48,623 | $1.3M |
| Long Island Wealth Management, Inc. | 0.70% | Reduce -4.8% | 48,530 | $1.3M |
| Keb Asset Management, LLC | 0.33% | Add +0.5% | 48,495 | $1.3M |
| Jentner Corp | 0.36% | Reduce -3.0% | 47,942 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.89% | Reduce -1.5% | 47,805 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -4.6% | 47,718 | $1.3M |
| Money Concepts Capital Corp. | 0.09% | Add +6.3% | 47,694 | $1.3M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -1.4% | 47,411 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.05% | No change | 47,364 | $1.3M |
| Whitener Capital Management, Inc. | 0.34% | Add +6.2% | 47,056 | $1.3M |
| SOL Capital Management CO | 0.12% | Reduce -1.2% | 46,299 | $1.3M |
| Aspiriant, LLC | 0.04% | No change | 46,166 | $1.3M |
| Seed Wealth Management, Inc. | 0.95% | No change | 46,050 | $1.3M |
| LexAurum Advisors, LLC | 0.20% | Add +43.2% | 45,979 | $1.3M |
| BCGM Wealth Management, LLC | 0.36% | Add +0.9% | 45,908 | $1.3M |
| Zacks Investment Management | 0.01% | Reduce -13.4% | 45,691 | $1.3M |
| Creekside Partners | 0.60% | Reduce -3.6% | 45,685 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.29% | Add +5.8% | 45,526 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +1.9% | 45,425 | $1.3M |
| Koesten, Hirschmann & Crabtree, INC. | 0.65% | Reduce -1.1% | 45,129 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 44,980 | $1.2M |
| Wealthspire Retirement, LLC | 0.08% | Add +1.3% | 44,947 | $1.2M |
| ETF Store, Inc. | 1.43% | Add +1.5% | 44,612 | $1.2M |
| Condor Capital Management | 0.11% | Add +0.0% | 44,115 | $1.2M |
| TBH Global Asset Management, LLC | 0.26% | Add +289.9% | 43,156 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Add +1801.2% | 43,747 | $1.2M |
| United Advisor Group, LLC | 0.21% | Add +216.5% | 43,732 | $1.2M |
| Gradient Capital Advisors, LLC | 0.35% | Reduce -4.4% | 43,157 | $1.2M |
| Vanguard Capital Wealth Advisors | 1.19% | Add +25.3% | 43,114 | $1.2M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -8.0% | 42,918 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -2.3% | 42,565 | $1.2M |
| IMA Advisory Services, Inc. | 0.13% | No change | 42,558 | $1.2M |
| K2 Financial Inc. | 1.03% | Reduce -1.7% | 42,320 | $1.2M |
| Ridgewood Investments LLC | 0.50% | Add +53.9% | 42,099 | $1.2M |
| CGN Advisors LLC | 0.10% | Add +3.5% | 42,044 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.4% | 41,506 | $1.1M |
| Avity Investment Management Inc. | 0.09% | Reduce -0.0% | 41,376 | $1.1M |
| Plancorp, LLC | 0.04% | Add +84.4% | 41,126 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.22% | Add +0.5% | 40,960 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -14.2% | 40,834 | $1.1M |
| Haverford Trust Co | 0.01% | No change | 40,755 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.53% | Reduce -0.1% | 40,298 | $1.1M |
| Knuff & Co LLC | 0.35% | Reduce -2.4% | 40,638 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 40,424 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -0.5% | 40,241 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 40,151 | $1.1M |
| Joule Financial, LLC | 0.36% | Add +1.7% | 40,070 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -0.5% | 39,999 | $1.1M |
| Athena Investment Management | 0.60% | Reduce -0.8% | 38,510 | $1.1M |
| First County Bank | 0.57% | Add +21.2% | 38,448 | $1.1M |
| Montag & Caldwell, LLC | 0.23% | Reduce -0.0% | 37,201 | $1.0M |
| Nwam LLC | 0.06% | New | 36,743 | $1.0M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.4% | 36,425 | $1.0M |
| Diversify Advisory Services, LLC | 0.04% | Add +0.5% | 35,543 | $1.0M |
| Van Strum & Towne Inc. | 0.32% | Reduce -7.7% | 36,093 | $999K |
| Benjamin Edwards Inc. | 0.01% | Add +43.5% | 36,023 | $997K |
| SouthState Bank Corp | 0.04% | Reduce -2.1% | 35,821 | $991K |
| Stonebridge Capital Advisors LLC | 0.07% | Reduce -11.1% | 35,445 | $981K |
| Kovack Advisors, Inc. | 0.09% | Add +0.1% | 34,885 | $965K |
| Tactive Advisors, LLC | 0.31% | — | 34,603 | $957K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -93.6% | 34,507 | $955K |
| Verum Partners LLC | 0.22% | Reduce -8.3% | 34,318 | $950K |
| Bond & Devick Financial Network, Inc. | 0.32% | No change | 34,305 | $949K |
| Hidden Cove Wealth Management, LLC | 0.68% | Reduce -0.5% | 34,144 | $945K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -1.7% | 34,055 | $942K |
| Quadrant Private Wealth Management, LLC | 0.19% | Add +3.8% | 33,744 | $934K |
| Kathmere Capital Management, LLC | 0.07% | Add +15.8% | 33,699 | $932K |
| NWF Advisory Services Inc. | 0.11% | Add +5.2% | 33,640 | $931K |
| Hoey Investments, Inc. | 0.14% | Add +0.6% | 33,371 | $923K |
| Financial Advocates Investment Management | 0.07% | Reduce -17.5% | 33,176 | $918K |
| Bfsg, LLC | 0.10% | Reduce -1.5% | 33,062 | $915K |
| Sax Wealth Advisors, LLC | 0.06% | No change | 33,043 | $914K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +27.4% | 32,931 | $911K |
| Chesapeake Wealth Management | 0.30% | Reduce -2.2% | 32,760 | $906K |
| ARK & TLK Investments, LLC | 0.29% | No change | 32,559 | $901K |
| Santori & Peters, Inc. | 0.33% | Add +0.1% | 32,504 | $899K |
| Sachetta, LLC | 0.35% | Add +0.0% | 32,250 | $892K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -8.1% | 32,201 | $891K |
| Partners Wealth Management, LLC | 1.01% | No change | 33,415 | $888K |
| Stark Wealth Management LLC | 1.26% | Add +40.6% | 32,313 | $884K |
| Old National Bancorp | 0.02% | No change | 31,818 | $880K |
| Lodestar Private Asset Management LLC | 0.10% | Add +28.6% | 31,756 | $879K |
| Scott Marsh Financial, LLC | 0.33% | — | 31,732 | $878K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -0.7% | 31,462 | $871K |
| Secure Asset Management, LLC | 0.16% | New | 31,166 | $862K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +8.3% | 30,970 | $857K |
| D. E. Shaw & Co. | 0.00% | Add +202.0% | 30,902 | $855K |
| Westbourne Investments, Inc. | 0.45% | Reduce -3.5% | 30,818 | $853K |
| Red Door Wealth Management, LLC | 0.10% | Reduce -0.5% | 30,651 | $848K |
| WBH Advisory Inc. | 0.07% | Reduce -2.6% | 30,452 | $843K |
| CM Wealth Advisors LLC | 0.24% | No change | 30,066 | $832K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | Reduce -40.9% | 29,725 | $831K |
| D.A. Davidson & Co. | 0.01% | Add +0.6% | 30,001 | $830K |
| Johnson Investment Counsel Inc. | 0.01% | Add +30.5% | 29,776 | $824K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -26.4% | 29,251 | $809K |
| Kelleher Financial Advisors | 0.28% | No change | 29,220 | $809K |
| Burkett Financial Services, LLC | 0.29% | Add +0.5% | 29,156 | $807K |
| RFG Advisory, LLC | 0.02% | Reduce -14.9% | 28,814 | $797K |
| Marquette Asset Management, LLC | 0.13% | No change | 28,770 | $796K |
| WPG Advisers, LLC | 0.67% | Add +0.2% | 28,671 | $793K |
| Greenleaf Trust | 0.01% | No change | 28,650 | $793K |
| Chicago Partners Investment Group LLC | 0.02% | Add +53.5% | 27,900 | $792K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.7% | 28,355 | $785K |
| Bernardo Wealth Planning LLC | 0.17% | Add +13.9% | 28,207 | $781K |
| Ironwood Financial, llc | 0.17% | No change | 28,954 | $770K |
| Biltmore Family Office, LLC | 0.13% | No change | 27,546 | $762K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -7.3% | 26,978 | $746K |
| NorthStar Asset Management LLC | 0.39% | Add +0.8% | 26,914 | $745K |
| Atlas Wealth Partners, LLC | 0.85% | Add +4.9% | 26,475 | $733K |
| UMB Bank, n.a. | 0.01% | No change | 26,451 | $732K |
| Northwest Capital Management Inc | 0.39% | Reduce -23.7% | 26,347 | $729K |
| Well Done, LLC | 0.14% | No change | 26,265 | $727K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 25,973 | $719K |
| Smart Portfolios, LLC | 0.72% | Add +0.3% | 25,955 | $718K |
| Ascent Group, LLC | 0.03% | New | 25,939 | $718K |
| Everett Harris & Co. | 0.01% | No change | 25,794 | $714K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -6.4% | 25,614 | $709K |
| Certuity, LLC | 0.07% | New | 25,482 | $705K |
| Robinson Smith Wealth Advisors LLC | 0.56% | No change | 25,450 | $704K |
| Park Avenue Securities LLC | 0.01% | Add +12.5% | 25,226 | $698K |
| Fortitude Advisory Group L.L.C. | 0.39% | Add +1.6% | 24,764 | $685K |
| WNY Asset Management, LLC | 0.08% | Add +26.9% | 24,759 | $685K |
| Comerica Bank | 0.00% | Reduce -0.4% | 24,652 | $682K |
| Womack Financial LLC | 0.57% | Add +1.7% | 24,614 | $681K |
| Capital Insight Partners, LLC | 0.12% | Reduce -2.0% | 24,570 | $680K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -3.1% | 24,445 | $676K |
| Aire Advisors, LLC | 0.13% | Add +2.4% | 24,347 | $674K |
| Alpha Cubed Investments, LLC | 0.03% | Add +17.7% | 24,250 | $671K |
| Alliance Wealth Management Group | 0.17% | No change | 24,237 | $671K |
| Towercrest Capital Management | 0.12% | No change | 24,237 | $671K |
| Grey Ledge Advisors, LLC | 0.16% | Reduce -1.1% | 24,212 | $670K |
| Brighton Jones LLC | 0.02% | Add +24.6% | 24,194 | $669K |
| VSM Wealth Advisory, LLC | 0.22% | Add +436.5% | 22,822 | $667K |
| MidAtlantic Capital Management, Inc. | 0.47% | Reduce -2.3% | 24,088 | $667K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.1% | 23,657 | $655K |
| Sculati Wealth Management, LLC | 0.25% | Reduce -17.8% | 23,656 | $655K |
| Lantz Financial LLC | 0.16% | No change | 23,610 | $653K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 23,482 | $650K |
| Ring Mountain Capital, LLC | 0.39% | Add +0.3% | 23,136 | $648K |
| WESCAP Management Group, Inc. | 0.15% | Add +16.0% | 23,151 | $641K |
| HMV Wealth Advisors, LLC | 0.41% | No change | 22,712 | $628K |
| Carret Asset Management, LLC | 0.07% | Add +0.4% | 22,608 | $626K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -5.2% | 22,372 | $616K |
| Mayfair Advisory Group, LLC | 0.29% | Add +0.5% | 21,926 | $614K |
| LongView Wealth Management | 0.18% | Reduce -42.2% | 21,866 | $605K |
| Uptown Financial Advisors LLC | 0.56% | No change | 21,850 | $605K |
| SkyOak Wealth, LLC | 0.12% | No change | 21,798 | $603K |
| Milestone Investment Advisors LLC | 0.16% | Reduce -32.1% | 21,785 | $603K |
| Greenwood Gearhart LLC | 0.04% | Add +5.1% | 21,684 | $600K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.0% | 21,588 | $597K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 21,558 | $597K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.2% | 21,555 | $596K |
| Sovereign Financial Group, Inc. | 0.12% | Add +6.5% | 20,857 | $577K |
| Revolve Wealth Partners, LLC | 0.07% | Add +0.1% | 20,765 | $575K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 20,615 | $570K |
| Beam Wealth Advisors, Inc. | 0.17% | New | 20,462 | $566K |
| Clear Investment Research, LLC | 0.71% | Reduce -1.8% | 20,409 | $565K |
| Fonville Wealth Management LLC | 0.14% | Reduce -2.1% | 20,255 | $560K |
| Blue Barn Wealth, LLC | 0.26% | Reduce -0.6% | 19,981 | $553K |
| McCarthy & Cox | 0.14% | New | 19,835 | $549K |
| Resolute Advisors LLC | 0.14% | Add +0.5% | 19,794 | $548K |
| Gilbert & Cook, Inc. | 0.07% | No change | 19,764 | $547K |
| Center for Financial Planning, Inc. | 0.06% | No change | 19,533 | $540K |
| Independent Wealth Network Inc. | 0.20% | Add +1.5% | 19,415 | $537K |
| Obermeyer Wealth Partners | 0.03% | New | 19,344 | $535K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -7.5% | 19,339 | $535K |
| WMG Financial Advisors, LLC | 0.20% | Add +3.1% | 19,207 | $531K |
| Seneschal Advisors, LLC | 0.42% | Reduce -3.4% | 19,164 | $530K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,080 | $528K |
| Sage Mountain Advisors LLC | 0.03% | No change | 18,618 | $515K |
| Quantinno Capital Management LP | 0.00% | Reduce -34.6% | 18,574 | $514K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -46.4% | 18,384 | $509K |
| Foundations Investment Advisors, LLC | 0.01% | Add +21.4% | 18,327 | $507K |
| Radnor Capital Management, LLC | 0.08% | No change | 18,210 | $504K |
| Wedmont Private Capital | 0.02% | Reduce -5.3% | 17,990 | $504K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,210 | $504K |
| Jackson Creek Investment Advisors LLC | 0.13% | Reduce -3.5% | 17,865 | $494K |
| Zhang Financial LLC | 0.02% | Add +6.3% | 17,766 | $492K |
| Columbia Advisory Partners LLC | 0.37% | Reduce -38.0% | 17,539 | $485K |
| Texas Yale Capital Corp. | 0.02% | Reduce -57.8% | 17,503 | $484K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 17,389 | $481K |
| Waterloo Capital, L.P. | 0.04% | Add +1.1% | 17,386 | $481K |
| Goldstein Advisors, LLC | 0.06% | Add +7.4% | 17,301 | $479K |
| American Investment Services, Inc. | 0.12% | No change | 17,298 | $479K |
| L2 Asset Management, LLC | 0.08% | New | 17,160 | $475K |
| Boyum Wealth Architects LLC | 0.35% | New | 17,038 | $471K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +0.3% | 17,036 | $471K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 16,935 | $469K |
| Stone Summit Wealth LLC | 0.15% | Reduce -10.3% | 16,928 | $468K |
| Lynx Investment Advisory | 0.31% | Add +1.7% | 16,911 | $468K |
| Wealth Preservation Advisors, LLC | 0.29% | Reduce -0.7% | 16,774 | $464K |
| Kingsview Wealth Management, LLC | 0.01% | New | 16,355 | $453K |
| Tounjian Advisory Partners, LLC | 0.09% | No change | 16,966 | $451K |
| Blue Trust, Inc. | 0.01% | Add +1271.7% | 16,296 | $451K |
| Blueprint Financial Advisors LLC | 0.14% | New | 16,086 | $445K |
| SageView Advisory Group, LLC | 0.02% | Reduce -2.6% | 15,745 | $445K |
| Smith Salley Wealth Management | 0.03% | Reduce -1.5% | 16,069 | $445K |
| Joseph P. Lucia & Associates, LLC | 0.18% | Reduce -1.2% | 15,950 | $441K |
| TruNorth Capital Management, LLC | 0.10% | No change | 15,885 | $440K |
| Columbia River Financial Group, LLC | 0.28% | Reduce -25.6% | 15,778 | $439K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.6% | 15,837 | $438K |
| Oarsman Capital, Inc. | 0.07% | Reduce -2.3% | 15,756 | $436K |
| Theory Financial LLC | 0.16% | No change | 15,618 | $435K |
| Basepoint Wealth LLC | 0.34% | Reduce -3.6% | 15,681 | $434K |
| Soltis Investment Advisors LLC | 0.03% | Add +3.1% | 15,637 | $433K |
| Schrum Private Wealth Management LLC | 0.34% | Reduce -1.4% | 15,541 | $430K |
| Prudent Investors Network, Inc. | 0.12% | No change | 15,518 | $429K |
| Wealthspan Partners, LLC | 0.18% | No change | 15,493 | $429K |
| Citadel Advisors | 0.00% | Reduce -56.9% | 15,490 | $429K |
| Kelman-Lazarov, Inc. | 0.07% | Add +5.3% | 15,345 | $425K |
| Creative Financial Designs Inc. | 0.03% | Reduce -1.0% | 15,313 | $424K |
| Vista Capital Partners, Inc. | 0.05% | Add +39.2% | 15,292 | $423K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.1% | 15,276 | $423K |
| Accurate Wealth Management, LLC | 0.06% | Add +18.5% | 14,978 | $422K |
| Capital Analysts, LLC | 0.01% | Add +2.9% | 15,096 | $418K |
| Princeton Global Asset Management LLC | 0.08% | Add +0.0% | 15,106 | $418K |
| Bridges Investment Management Inc. | 0.01% | Reduce -6.1% | 15,055 | $417K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 15,029 | $416K |
| Cascade Investment Advisors, Inc. | 0.27% | Add +0.3% | 14,924 | $413K |
| Lakeridge Wealth Management LLC | 0.19% | Add +0.1% | 14,911 | $413K |
| Obsidian Cio, LLC | 0.06% | New | 14,910 | $413K |
| Diversified Investment Strategies, LLC | 0.28% | Reduce -1.9% | 14,794 | $409K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -18.9% | 14,740 | $408K |
| &partners | 0.00% | Reduce -8.3% | 14,688 | $406K |
| Strategic Blueprint, LLC | 0.02% | Reduce -13.4% | 14,603 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +26.9% | 14,586 | $404K |
| Certior Financial Group, LLC | 0.31% | Add +0.2% | 14,439 | $400K |
| Schwallier Wealth Management LLC | 0.24% | Add +0.5% | 14,356 | $397K |
| Brickley Wealth Management | 0.08% | Add +10.6% | 14,112 | $390K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -3.1% | 14,083 | $390K |
| Sachem Hill LLC | 0.08% | Reduce -4.2% | 14,024 | $388K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 13,953 | $386K |
| FLC Capital Advisors | 0.08% | New | 13,907 | $385K |
| Legacy Financial Group LLC | 0.05% | Reduce -1.1% | 13,833 | $383K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 13,828 | $383K |
| True Vision MN LLC | 0.21% | Reduce -0.2% | 13,660 | $378K |
| International Assets Investment Management, LLC | 0.03% | Add +0.0% | 13,576 | $376K |
| LifeSteps Financial, Inc. | 0.26% | Reduce -5.6% | 13,546 | $375K |
| Moneco Advisors, LLC | 0.03% | Reduce -3.0% | 13,538 | $375K |
| Associated Banc-Corp | 0.01% | No change | 13,446 | $372K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.1% | 13,438 | $372K |
| Tenret Co LLC | 0.20% | No change | 13,341 | $369K |
| Vaughan David Investments LLC | 0.01% | Add +0.2% | 13,338 | $369K |
| Westmount Partners, LLC | 0.10% | No change | 13,277 | $367K |
| DecisionMap Wealth Management, LLC | 0.25% | No change | 13,244 | $366K |
| Geometric Wealth Advisors | 0.05% | Add +0.3% | 13,229 | $366K |
| Meredith Wealth Planning | 0.13% | New | 13,224 | $366K |
| FF Advisors,LLC | 0.19% | No change | 13,151 | $364K |
| Aurora Private Wealth, Inc. | 0.27% | New | 13,111 | $363K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.13% | No change | 13,074 | $362K |
| Mayport, LLC | 0.09% | No change | 13,026 | $360K |
| Investments & Financial Planning, LLC | 0.21% | Add +0.2% | 13,019 | $360K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +116.7% | 13,000 | $360K |
| Brown Advisory Inc. | 0.00% | Add +27.4% | 12,952 | $358K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -6.8% | 12,878 | $356K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 12,816 | $355K |
| Sterling Wealth Advisors Inc | 0.25% | No change | 12,660 | $355K |
| Cooper/Haims Advisors, LLC | 0.17% | Add +0.8% | 12,789 | $354K |
| Independent Advisor Alliance | 0.01% | No change | 12,751 | $353K |
| Phil A. Younker & Associates, Ltd. | 0.35% | Add +5.5% | 12,660 | $350K |
| Marotta Asset Management | 0.07% | Add +128.1% | 12,647 | $350K |
| Mirador Capital Partners LP | 0.06% | Reduce -3.2% | 12,573 | $348K |
| Qube Research & Technologies Ltd | 0.00% | Add +2712.1% | 12,542 | $347K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.7% | 12,535 | $347K |
| Chapin Davis, Inc. | 0.10% | Add +13.1% | 12,495 | $346K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.4% | 12,461 | $345K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -3.6% | 12,440 | $344K |
| Resurgent Financial Advisors LLC | 0.19% | Reduce -3.5% | 12,433 | $344K |
| Austin Asset Management Co Inc | 0.07% | Reduce -2.6% | 12,429 | $344K |
| Bell Investment Advisors, Inc | 0.06% | No change | 12,366 | $342K |
| Accelerate Investment Advisors LLC | 0.25% | Add +0.7% | 12,281 | $340K |
| Hurley Capital, LLC | 0.24% | Reduce -1.4% | 12,191 | $337K |
| Allied Investment Advisors, LLC | 0.06% | No change | 12,182 | $337K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +21.9% | 12,163 | $337K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -9.0% | 12,130 | $336K |
| Ahl Investment Management, Inc. | 0.22% | No change | 12,114 | $335K |
| Elm Partners Management LLC | 0.02% | No change | 12,099 | $335K |
| Citigroup Inc. | 0.00% | Add +10.6% | 12,092 | $335K |
| LWM Advisors Inc. | 0.37% | Add +0.1% | 12,017 | $333K |
| Quarry Hill Advisors, LLC | 0.19% | Add +4.8% | 11,864 | $328K |
| Millennium Capital Advisors, LLC | 0.22% | No change | 11,857 | $328K |
| Cambridge Advisors Inc. | 0.07% | Add +0.1% | 11,825 | $327K |
| Atria Investments, Inc | 0.00% | Reduce -13.3% | 11,746 | $325K |
| Retirement Planning Group, LLC / NY | 0.28% | Add +11.9% | 11,674 | $323K |
| Centaurus Financial, Inc. | 0.02% | Add +9.7% | 11,543 | $319K |
| FSA Advisors, Inc. | 0.26% | Reduce -3.9% | 11,481 | $318K |
| Prestige Wealth Management Group LLC | 0.06% | No change | 11,457 | $317K |
| Klingman & Associates, LLC | 0.02% | No change | 11,442 | $317K |
| AIMZ Investment Advisors, LLC | 0.11% | No change | 11,400 | $315K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 11,307 | $313K |
| First Western Trust Bank | 0.01% | No change | 11,304 | $313K |
| Fort Point Capital Partners LLC | 0.03% | New | 11,103 | $307K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 11,040 | $305K |
| Truepoint, Inc. | 0.01% | Reduce -0.5% | 10,997 | $304K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +0.4% | 10,698 | $296K |
| Disciplined Investors, L.L.C. | 0.23% | Add +0.3% | 10,608 | $294K |
| Founders Financial Securities LLC | 0.02% | Reduce -49.4% | 10,592 | $293K |
| Facet Wealth, Inc. | 0.01% | Reduce -0.2% | 10,517 | $293K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 10,517 | $291K |
| SGL Investment Advisors, Inc. | 0.14% | Add +15.9% | 10,403 | $291K |
| Milestone Asset Management Group, LLC | 0.22% | Add +0.4% | 10,498 | $290K |
| Guardian Asset Advisors, LLC | 0.17% | Reduce -2.8% | 10,432 | $289K |
| Front Row Advisors LLC | 0.10% | Reduce -7.2% | 10,392 | $288K |
| Hardin Capital Partners, LLC | 0.17% | No change | 10,141 | $283K |
| Hengehold Capital Management LLC | 0.03% | Reduce -29.8% | 10,189 | $282K |
| Code Waechter LLC | 0.20% | No change | 10,166 | $281K |
| Abacus Planning Group, Inc. | 0.04% | Reduce -1.0% | 10,054 | $278K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 10,050 | $278K |
| Accel Wealth Management | 0.09% | Add +16.2% | 10,031 | $278K |
| Capital Investment Advisors, LLC | 0.00% | Add +22.3% | 10,023 | $277K |
| Waterfront Wealth Inc. | 0.06% | Reduce -1.6% | 10,017 | $277K |
| Natixis Advisors, LLC | 0.00% | Reduce -62.6% | 10,009 | $277K |
| Independent Financial Group, LLC | 0.01% | Add +4.3% | 10,008 | $277K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | No change | 9,996 | $277K |
| Shearwater Capital LLC | 0.17% | No change | 9,992 | $276K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.3% | 9,969 | $276K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -0.9% | 9,917 | $274K |
| Gibbs Wealth Management | 0.05% | New | 9,871 | $273K |
| DHJJ Financial Advisors, Ltd. | 0.10% | Reduce -2.5% | 9,865 | $273K |
| Principal Securities, Inc. | 0.01% | Add +1.5% | 9,821 | $272K |
| Forza Wealth Management, LLC | 0.11% | No change | 9,768 | $270K |
| Bensler, LLC | 0.03% | Add +0.1% | 9,767 | $270K |
| Cutler Investment Counsel LLC | 0.03% | Add +14.5% | 9,733 | $269K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -18.9% | 9,684 | $268K |
| New Century Financial Group, LLC | 0.31% | Reduce -6.0% | 9,618 | $266K |
| Bellwether Advisors, LLC | 0.04% | No change | 9,473 | $262K |
| Aspen Investment Management Inc | 0.11% | Reduce -4.5% | 9,380 | $260K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -2.4% | 9,391 | $260K |
| Turning Point Benefit Group, Inc. | 0.20% | New | 9,369 | $260K |
| Curi Capital, LLC | 0.00% | No change | 9,355 | $259K |
| Joel Isaacson & Co., LLC | 0.01% | Add +22.0% | 9,344 | $259K |
| Hazlett, Burt & Watson, Inc. | 0.11% | No change | 9,338 | $258K |
| My Legacy Advisors, LLC | 0.09% | Reduce -33.7% | 9,106 | $257K |
| RBA Wealth Management, LLC | 0.10% | Add +0.4% | 9,271 | $257K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 9,246 | $256K |
| Aprio Wealth Management, LLC | 0.03% | Add +9.3% | 9,246 | $256K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,134 | $253K |
| Apella Capital, LLC | 0.01% | No change | 9,024 | $252K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -16.3% | 9,030 | $250K |
| Hill Island Financial LLC | 0.07% | Reduce -8.2% | 9,001 | $249K |
| IAG Wealth Partners, LLC | 0.03% | No change | 9,000 | $249K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -20.9% | 8,900 | $246K |
| Stonebrook Private Inc. | 0.06% | No change | 8,862 | $245K |
| Security National Bank of So Dak | 0.13% | No change | 8,850 | $245K |
| FinDec Wealth Services, Inc. | 0.26% | Reduce -20.8% | 8,843 | $245K |
| IFG Advisory, LLC | 0.01% | New | 8,827 | $244K |
| Clark Wealth Partners | 0.16% | Add +0.4% | 8,818 | $244K |
| Leo Wealth, LLC | 0.02% | New | 8,692 | $241K |
| Sigma Planning Corp | 0.01% | New | 8,679 | $240K |
| KFA Private Wealth Group, LLC | 0.07% | No change | 8,661 | $240K |
| TCFG Wealth Management, LLC | 0.11% | No change | 8,652 | $239K |
| Diversified Trust Co. | 0.01% | Add +0.5% | 8,643 | $239K |
| Vanguard Group Inc. | 0.00% | New | 8,633 | $239K |
| KCM Investment Advisors LLC | 0.01% | New | 8,602 | $238K |
| Brian Low Financial Group, LLC | 0.22% | — | 8,530 | $236K |
| Matisse Capital | 0.11% | No change | 8,503 | $235K |
| Parsonex Advisory Services, Inc. | 0.19% | — | 8,392 | $232K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 8,386 | $232K |
| QRG Capital Management, Inc. | 0.00% | New | 8,379 | $232K |
| William Howard & Co Financial Advisors Inc | 0.20% | Add +0.5% | 8,362 | $231K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -0.0% | 8,347 | $231K |
| Lutz Financial Services LLC | 0.02% | No change | 8,275 | $229K |
| Focused Wealth Management, Inc | 0.03% | Add +0.5% | 8,254 | $228K |
| Wealth Group, Ltd. | 0.23% | Reduce -83.2% | 8,250 | $228K |
| CWC Advisors, LLC. | 0.12% | No change | 8,199 | $227K |
| Harbor Asset Planning, Inc. | 0.22% | — | 8,175 | $226K |
| Penobscot Wealth Management | 0.08% | New | 8,144 | $225K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 8,126 | $225K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.6% | 8,118 | $225K |
| Advocate Group LLC | 0.04% | No change | 8,100 | $224K |
| AlphaCore Capital LLC | 0.01% | Add +4.5% | 8,041 | $223K |
| Rialto Wealth Management, LLC | 0.06% | No change | 8,031 | $222K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 8,025 | $222K |
| Good Life Advisors, LLC | 0.01% | Reduce -39.9% | 7,988 | $221K |
| Legacy Solutions, LLC | 0.21% | Add +0.5% | 7,917 | $219K |
| Foster Group, Inc. | 0.01% | New | 7,890 | $218K |
| Clark Asset Management, LLC | 0.03% | Reduce -0.0% | 7,863 | $218K |
| G&S Capital LLC | 0.09% | Add +0.2% | 7,839 | $217K |
| Collective Family Office LLC | 0.06% | New | 7,813 | $216K |
| Keudell/Morrison Wealth Management | 0.05% | Add +0.0% | 7,802 | $216K |
| Commerce Bank | 0.00% | New | 7,792 | $216K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.9% | 7,779 | $215K |
| City Center Advisors, LLC | 0.23% | Reduce -27.0% | 7,748 | $214K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 7,742 | $214K |
| Essex LLC | 0.04% | No change | 7,711 | $213K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 7,677 | $212K |
| Granite Bay Wealth Management, LLC | 0.07% | Add +0.5% | 7,639 | $211K |
| Perissos Private Wealth Management, LLC | 0.17% | Add +0.3% | 7,602 | $210K |
| Signal Tree Financial Partners LLC | 0.18% | No change | 7,593 | $210K |
| Landaas & Co. /Wi | 0.05% | New | 7,600 | $210K |
| Bradyco, Inc. | 0.15% | New | 7,539 | $209K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 7,536 | $209K |
| Valmark Advisers, Inc. | 0.00% | New | 7,533 | $208K |
| Colton Groome Financial Advisors, LLC | 0.07% | Reduce -7.7% | 7,519 | $208K |
| GS Investments, Inc. | 0.09% | Reduce -13.9% | 7,504 | $208K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 7,446 | $206K |
| Synergy Financial Group, LTD | 0.15% | New | 7,416 | $205K |
| Wedgewood Investors Inc. | 0.24% | New | 7,389 | $204K |
| Advisory Alpha, LLC | 0.01% | New | 7,387 | $204K |
| Pinion Investment Advisors, LLC | 0.07% | New | 7,316 | $202K |
| Gradient Investments LLC | 0.00% | New | 7,282 | $201K |
| Firestone Capital Management | 0.05% | New | 7,276 | $201K |
| Wedbush Securities Inc. | 0.01% | New | 7,256 | $201K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | New | 7,229 | $200K |
| GAMMA Investing LLC | 0.01% | Reduce -17.2% | 7,223 | $200K |
| GoalVest Advisory LLC | 0.05% | No change | 6,873 | $190K |
| Fort Vancouver Investment Management, LLC | 0.13% | No change | 6,753 | $187K |
| Chilton Capital Management LLC | 0.01% | No change | 6,399 | $177K |
| West Paces Advisors Inc. | 0.04% | No change | 6,300 | $174K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -7.3% | 5,954 | $165K |
| Robbins Farley | 0.08% | Add +40.6% | 5,929 | $164K |
| BlackRock, Inc. | 0.00% | Add +9.2% | 5,703 | $158K |
| Costello Asset Management, INC | 0.06% | Add +2.3% | 5,364 | $148K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 5,289 | $146K |
| Valley National Advisers Inc. | 0.02% | Add +35.4% | 5,233 | $144K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -25.9% | 5,004 | $140K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -1.3% | 5,005 | $138K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.7% | 4,622 | $128K |
| Private Trust Co. NA | 0.01% | Add +65.3% | 4,608 | $128K |
| Kennebec Savings Bank | 0.12% | Add +12.2% | 4,601 | $127K |
| Hantz Financial Services, Inc. | 0.00% | No change | 4,569 | $126K |
| Raffa Wealth Management, LLC | 0.02% | No change | 4,501 | $125K |
| Missouri Trust & Investment Co | 0.04% | No change | 4,470 | $124K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.8% | 4,413 | $122K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 4,405 | $122K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 4,191 | $116K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +0.7% | 4,167 | $115K |
| SRH Advisors, LLC | 0.03% | No change | 4,140 | $115K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 3,688 | $102K |
| Traub Capital Management LLC | 0.09% | — | 3,545 | $98K |
| Howe & Rusling Inc. | 0.01% | Add +0.5% | 3,434 | $95K |
| Evensky & Katz LLC | 0.01% | Add +0.4% | 3,199 | $89K |
| Crews Bank & Trust | 0.01% | No change | 3,186 | $88K |
| Choate Investment Advisors | 0.00% | New | 3,041 | $84K |
| Sierra Ocean, LLC | 0.06% | No change | 3,000 | $83K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,000 | $83K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,965 | $82K |
| Kozak & Associates, Inc. | 0.02% | Add +0.5% | 2,860 | $80K |
| Ancora Advisors LLC | 0.00% | No change | 2,769 | $77K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 2,667 | $74K |
| Ameriflex Group, Inc. | 0.03% | Add +47.6% | 2,419 | $66K |
| Versant Capital Management, Inc | 0.01% | Add +86.5% | 2,348 | $65K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,244 | $62K |
| Caldwell Trust Co | 0.01% | No change | 2,235 | $62K |
| Signature Resources Capital Management, LLC | 0.04% | Reduce -49.3% | 2,227 | $62K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,175 | $60K |
| Briaud Financial Planning Inc | 0.02% | No change | 2,112 | $58K |
| Tsfg, LLC | 0.01% | No change | 2,088 | $58K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -0.4% | 2,085 | $58K |
| MTM Investment Management, LLC | 0.02% | No change | 2,085 | $58K |
| JNBA Financial Advisors | 0.01% | No change | 2,067 | $57K |
| Phillips Financial Management, LLC | 0.00% | No change | 2,040 | $56K |
| Promus Capital, LLC | 0.04% | No change | 1,989 | $55K |
| Atticus Wealth Management, LLC | 0.01% | New | 1,950 | $54K |
| Spire Wealth Management | 0.00% | Reduce -89.4% | 1,830 | $51K |
| Horizons Wealth Management | 0.04% | Reduce -24.6% | 1,776 | $49K |
| Pflug Koory, LLC | 0.02% | Add +0.1% | 1,759 | $49K |
| Beacon Capital Management, LLC | 0.01% | Reduce -5.3% | 1,706 | $47K |
| Key Financial Inc | 0.01% | Add +3.3% | 1,621 | $45K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,500 | $42K |
| Total Investment Management Inc. | 0.01% | New | 1,485 | $41K |
| NWK Group, Inc. | 0.01% | No change | 1,416 | $39K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 1,404 | $39K |
| Family Capital Trust Co | 0.01% | No change | 1,299 | $36K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,275 | $35K |
| Olistico Wealth, LLC | 0.02% | No change | 1,236 | $34K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,233 | $34K |
| Keener Financial Planning LLC | 0.02% | New | 1,233 | $34K |
| Tidemark, LLC | 0.01% | No change | 1,200 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,197 | $33K |
| First Community Trust NA | 0.03% | New | 1,188 | $33K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,170 | $32K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,098 | $30K |
| Kessler Investment Group, LLC | 0.01% | No change | 1,086 | $30K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,044 | $29K |
| Dagco, Inc. | 0.01% | No change | 1,041 | $29K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,017 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 996 | $28K |
| Tucker Asset Management LLC | 0.01% | New | 967 | $27K |
| Abound Wealth Management | 0.01% | Add +993.1% | 951 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | New | 900 | $25K |
| DT Investment Partners, LLC | 0.00% | No change | 894 | $25K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 876 | $24K |
| Berkshire Money Management, Inc. | 0.00% | New | 867 | $24K |
| Financial Gravity Companies, Inc. | 0.00% | — | 831 | $23K |
| Johnson Financial Group, Inc. | 0.00% | No change | 798 | $22K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +0.3% | 690 | $19K |
| Main Street Group, LTD | 0.01% | Reduce -23.0% | 689 | $19K |
| Fifth Third Bancorp | 0.00% | Add +622.6% | 672 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 660 | $18K |
| Family Legacy Financial Solutions, LLC | 0.02% | — | 650 | $18K |
| Winthrop Capital Management, LLC | 0.00% | No change | 612 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 591 | $17K |
| RMG Wealth Management LLC | 0.00% | — | 545 | $15K |
| Stephens Consulting, LLC | 0.00% | No change | 534 | $15K |
| First PREMIER Bank | 0.00% | No change | 510 | $14K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +6.0% | 492 | $14K |
| JDM Financial Group LLC | 0.01% | No change | 483 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | New | 468 | $13K |
| First Horizon Advisors, Inc. | 0.00% | No change | 460 | $13K |
| Evolution Wealth Management Inc. | 0.02% | — | 456 | $13K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.5% | 439 | $12K |
| Archer Investment Corp | 0.00% | No change | 408 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | Reduce -89.9% | 394 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 377 | $10K |
| Decker Retirement Planning Inc. | 0.01% | New | 357 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 354 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 351 | $10K |
| ORG Partners LLC | 0.00% | No change | 325 | $9K |
| Crewe Advisors LLC | 0.00% | Add +0.3% | 325 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 312 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 300 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 299 | $8K |
| Park Place Capital Corp | 0.00% | No change | 282 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.16% | Add +23.0% | 283 | $8K |
| LRI Investments, LLC | 0.00% | No change | 261 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 225 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 222 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 186 | $5K |
| Keystone Global Partners, LLC | 0.00% | No change | 174 | $5K |
| Brooklyn Investment Group | 0.00% | No change | 168 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 135 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +27.0% | 127 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 113 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 111 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 99 | $3K |
| Rise Advisors, LLC | 0.00% | Reduce -67.3% | 95 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 65 | $2K |
| New Millennium Group LLC | 0.00% | No change | 60 | $2K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 60 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 48 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 45 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 45 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 43 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 37 | $1K |
| Kilter Group LLC | 0.00% | New | 37 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 60 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 36 | $996 |
| Wolff Wiese Magana LLC | 0.00% | No change | 30 | $831 |
| Integrity Financial Corp | 0.00% | No change | 18 | $498 |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $416 |
| NewSquare Capital LLC | 0.00% | Reduce -20.0% | 12 | $336 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 5 | $130 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 3 | $83 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 3 | $83 |
"% 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.