Schwab US Large-Cap ValueSCHVETF
13F holders, Q3 2025 (September 30)868holders −13
52new positions
53sold out
3famous investors
$29.14avg. 13F price*
At the end of Q3 2025, 868 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, down 13 from Q2 2025. 52 opened new positions and 53 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($1.3B) and Mather Group, Llc. ($992.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $332.6M |
| Exits | 53 | $76.0M |
All 13F filers, Q2 2025 → Q3 2025: 22,581,083 shares bought and 8,676,096 shares sold, net +13,904,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 868 holders
| Financial Engines Advisors L.L.C. | 2.88% | Reduce -1.3% | 51,888,949 | $1.5B |
| Sei Investments Co. | 1.39% | Add +3.0% | 44,357,295 | $1.3B |
| Mather Group, Llc. | 10.02% | Add +3.4% | 34,105,438 | $992.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.2% | 16,686,727 | $485.8M |
| Osaic Holdings, Inc. | 0.49% | Add +0.7% | 12,059,269 | $350.3M |
| Avantax Planning Partners, Inc. | 8.41% | Add +1.3% | 10,079,785 | $293.4M |
| Mariner, LLC | 0.33% | Add +1.0% | 8,773,478 | $255.4M |
| Vantagepoint Investment Advisers LLC | 2.01% | New | 8,450,003 | $246.0M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -3.3% | 6,581,229 | $191.8M |
| Moneta Group Investment Advisors LLC | 1.10% | Add +4.2% | 4,734,490 | $137.8M |
| Gemmer Asset Management LLC | 10.16% | Reduce -2.4% | 4,331,628 | $126.1M |
| Betterment LLC | 0.24% | Reduce -2.5% | 4,251,449 | $123.8M |
| LPL Financial LLC | 0.03% | Add +5.9% | 3,781,097 | $110.1M |
| Savant Capital, LLC | 0.59% | Add +4.1% | 3,347,967 | $97.5M |
| Cetera Investment Advisers | 0.10% | Add +144.3% | 2,999,067 | $87.3M |
| Mokosak Advisory Group, LLC | 22.45% | Add +1.3% | 2,948,293 | $85.8M |
| Rainey & Randall Wealth Advisors Inc. | 14.33% | Add +0.1% | 2,946,692 | $85.8M |
| HighTower Advisors, LLC | 0.09% | Reduce -0.5% | 2,615,654 | $76.1M |
| Morgan Stanley | 0.00% | Add +1.5% | 2,613,888 | $76.1M |
| Financial Advisors, LLC | 13.47% | Reduce -1.6% | 2,611,407 | $76.0M |
| Krilogy Financial LLC | 2.79% | Add +12.5% | 2,572,062 | $74.2M |
| UBS Group AG | 0.01% | Add +5.7% | 2,504,304 | $72.9M |
| Wellington Management Group LLP | 0.01% | New | 2,361,457 | $68.7M |
| Compound Planning, Inc. | 1.97% | Add +11.1% | 2,090,688 | $60.9M |
| Cooper Financial Group | 6.32% | Add +4.6% | 1,960,789 | $57.1M |
| CX Institutional | 1.67% | Reduce -10.3% | 1,888,742 | $55.0M |
| Exchange Traded Concepts, LLC | 0.51% | Add +68.1% | 1,827,049 | $53.2M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 1,823,109 | $53.1M |
| Focus Partners Advisor Solutions, LLC | 0.59% | Add +2.7% | 1,779,169 | $51.8M |
| United Capital Financial Advisors, LLC | 0.35% | Reduce -2.5% | 1,690,182 | $49.2M |
| Summit Wealth & Retirement Planning, Inc. | 11.92% | Add +1.2% | 1,666,269 | $48.5M |
| GenWealth Group, Inc. | 8.38% | Add +0.5% | 1,545,294 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.2% | 1,510,168 | $43.9M |
| Brady Martz Wealth Solutions, LLC | 7.14% | Reduce -3.3% | 1,350,229 | $39.3M |
| HRC Wealth Management, LLC | 18.32% | Add +1.1% | 1,290,322 | $37.6M |
| Black Diamond Financial, LLC | 4.16% | Add +23.9% | 1,275,770 | $37.1M |
| Dravo Bay LLC | 15.82% | Add +5.7% | 1,230,352 | $35.8M |
| XML Financial, LLC | 2.89% | Add +1.3% | 1,220,524 | $35.5M |
| MIdWestOne Financial Group, Inc. | 4.07% | Add +1.9% | 1,149,962 | $33.5M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +8.2% | 1,149,700 | $33.5M |
| Ballast Advisors LLC | 9.22% | Add +1.2% | 1,149,580 | $33.5M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +1.8% | 1,145,928 | $33.4M |
| Northern Capital Management, Inc. | 18.01% | Reduce -0.7% | 1,140,364 | $33.2M |
| Veery Capital, LLC | 10.42% | Add +2.8% | 1,133,690 | $33.0M |
| FAS Wealth Partners, Inc. | 2.21% | Reduce -1.8% | 1,118,478 | $32.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 1,113,413 | $32.4M |
| Summit Asset Management, LLC | 4.98% | Add +4.2% | 1,112,371 | $32.4M |
| Dodds Wealth, LLC | 7.91% | Reduce -1.2% | 1,097,614 | $32.0M |
| Marshall Financial Group Inc. | 8.66% | Add +3.0% | 1,081,761 | $31.5M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -6.5% | 1,081,280 | $31.5M |
| GHP Investment Advisors, Inc. | 1.22% | Add +1.6% | 1,001,064 | $29.1M |
| MAI Capital Management | 0.18% | Add +1.8% | 993,670 | $28.9M |
| Financial Advisors Network, Inc. | 4.06% | Add +7.5% | 983,803 | $28.6M |
| Cerity Partners LLC | 0.05% | Reduce -4.0% | 956,278 | $27.8M |
| Tradition Wealth Management, LLC | 2.03% | Reduce -0.1% | 942,448 | $27.4M |
| Ally Invest Advisors Inc. | 1.94% | Add +10.3% | 928,769 | $27.0M |
| Midwest Trust Co | 0.35% | Reduce -2.5% | 922,118 | $26.8M |
| MML Investors Services, LLC | 0.07% | Add +3.3% | 859,713 | $25.0M |
| Wells Fargo & Company | 0.01% | Reduce -27.5% | 833,256 | $24.3M |
| Persium Advisors, LLC | 17.96% | Add +4.5% | 821,664 | $23.9M |
| Merit Financial Group, LLC | 0.22% | Reduce -4.3% | 814,992 | $23.7M |
| Creative Planning | 0.02% | Add +2.8% | 793,517 | $23.1M |
| Sage Financial Group Inc. | 1.54% | Add +0.5% | 778,972 | $22.7M |
| Prime Capital Investment Advisors, LLC | 0.28% | Reduce -3.1% | 777,108 | $22.6M |
| Focus Financial Network, Inc. | 0.77% | Reduce -10.6% | 740,484 | $21.6M |
| Meriwether Wealth & Planning, LLC | 12.41% | Add +5.8% | 735,542 | $21.4M |
| Noble Family Wealth, LLC | 4.71% | Add +1.4% | 733,323 | $21.3M |
| Financial Counselors Inc. | 28.29% | Reduce -2.6% | 730,386 | $21.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -5.5% | 719,858 | $21.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.9% | 684,100 | $19.9M |
| Ethos Financial Group, LLC | 1.55% | Add +1.0% | 675,889 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.2% | 671,158 | $19.5M |
| Captrust Financial Advisors | 0.04% | Reduce -0.1% | 655,947 | $19.1M |
| LCNB Corp. | 6.65% | Add +19.0% | 653,058 | $19.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.93% | Add +5.1% | 649,609 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +31.2% | 644,726 | $18.8M |
| USAdvisors Wealth Management, LLC | 6.39% | Add +7.7% | 636,553 | $18.5M |
| Seneca Financial Advisors LLC | 6.03% | Reduce -2.7% | 634,730 | $18.5M |
| Denver PWM, LLC | 5.71% | Add +0.0% | 661,822 | $18.3M |
| Garde Capital, Inc. | 0.89% | Reduce -0.5% | 610,462 | $17.8M |
| Mutual Advisors, LLC | 0.39% | Add +0.8% | 606,334 | $17.7M |
| Perigon Wealth Management, LLC | 0.36% | Add +3.8% | 601,972 | $17.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.2% | 600,263 | $17.5M |
| Cornerstone Wealth Advisors, Inc. | 4.21% | Add +2.2% | 598,110 | $17.4M |
| Northeast Financial Group, Inc. | 4.28% | Add +114.4% | 590,599 | $17.2M |
| Waverly Advisors, LLC | 0.17% | Add +1.4% | 590,019 | $17.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -15.9% | 589,201 | $17.2M |
| JBGlobal.com LLC | 17.45% | Reduce -6.8% | 588,401 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.7% | 554,908 | $16.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.6% | 551,424 | $16.1M |
| Global Strategic Investment Solutions, LLC | 1.55% | Add +0.3% | 535,150 | $15.6M |
| Seek First Inc. | 11.16% | Add +2.9% | 532,904 | $15.5M |
| Whitaker-Myers Wealth Managers, LTD. | 3.28% | Add +5.9% | 516,823 | $15.0M |
| Payne Capital Management, LLC | 4.76% | Add +9.1% | 507,757 | $14.8M |
| Martel Wealth Advisors LLC | 2.57% | Reduce -3.6% | 503,260 | $14.6M |
| YANKCOM Partnership | 5.89% | Add +4.3% | 449,786 | $13.1M |
| Goepper Burkhardt LLC | 4.29% | Reduce -7.0% | 432,473 | $12.6M |
| Bogart Wealth, LLC | 0.50% | Reduce -7.0% | 426,441 | $12.4M |
| Allworth Financial LP | 0.05% | Reduce -4.6% | 416,648 | $12.1M |
| Ackerman Capital Advisors, LLC | 2.53% | Reduce -0.2% | 414,827 | $12.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.21% | Add +4.4% | 410,880 | $12.0M |
| Farther Finance Advisors, LLC | 0.18% | Reduce -1.9% | 398,900 | $11.6M |
| Rwa Wealth Partners, LLC | 0.13% | Reduce -4.8% | 397,513 | $11.6M |
| Gill Capital Partners, LLC | 3.48% | Reduce -3.1% | 391,749 | $11.4M |
| Diversified Portfolios, Inc. | 1.00% | Add +2.4% | 387,611 | $11.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -0.9% | 386,984 | $11.3M |
| James J. Burns & Company, LLC | 1.66% | Add +0.9% | 383,415 | $11.2M |
| Integrated Advisors Network LLC | 0.46% | Reduce -2.7% | 376,540 | $11.0M |
| EWG Elevate Inc. | 3.20% | Add +0.3% | 352,010 | $10.2M |
| WealthShield Partners, LLC | 1.15% | Add +0.0% | 348,606 | $10.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.1% | 346,533 | $10.1M |
| Opes Wealth Management LLC | 1.77% | Add +0.4% | 345,214 | $10.0M |
| Bishop & Co Investment Management, LLC | 3.34% | No change | 343,274 | $10.0M |
| Fiduciary Alliance LLC | 0.65% | Add +0.1% | 335,189 | $9.8M |
| Harbor Group, Inc. | 1.54% | Reduce -0.2% | 332,611 | $9.7M |
| White Pine Investment CO | 2.25% | Reduce -0.6% | 326,358 | $9.5M |
| Independent Solutions Wealth Management, LLC | 1.64% | Add +1.6% | 316,977 | $9.2M |
| Total Wealth Planning, LLC | 1.04% | Reduce -0.9% | 309,704 | $9.0M |
| Councilor Wealth, LLC | 4.14% | Reduce -12.6% | 306,538 | $8.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4.36% | Add +15.9% | 306,126 | $8.9M |
| Weinberger Asset Management, Inc | 3.11% | Reduce -1.9% | 294,938 | $8.6M |
| Schneider Downs Wealth Management Advisors, LP | 1.01% | Reduce -0.9% | 293,421 | $8.5M |
| Capital Squared Financial LLC | 7.33% | Add +10.0% | 290,241 | $8.4M |
| HBK Sorce Advisory LLC | 0.21% | Reduce -7.5% | 290,141 | $8.4M |
| Game Plan Financial Advisors, LLC | 3.82% | Reduce -2.9% | 261,865 | $8.4M |
| Thrive Wealth Management, LLC | 1.25% | Reduce -0.1% | 284,537 | $8.3M |
| Christensen, King & Associates Investment Services, Inc. | 3.51% | Reduce -0.6% | 280,898 | $8.2M |
| Retirement Guys Formula LLC | 2.84% | Reduce -1.4% | 277,456 | $8.1M |
| Friday Financial | 3.37% | Add +20.7% | 276,317 | $8.0M |
| Courage Miller Partners, LLC | 2.40% | Add +0.4% | 275,194 | $8.0M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +2.1% | 274,813 | $8.0M |
| Focus Partners Wealth | 0.01% | Reduce -59.3% | 271,598 | $7.9M |
| Brookstone Capital Management | 0.09% | Add +16.9% | 263,858 | $7.7M |
| US Bancorp \de | 0.01% | Reduce -9.7% | 258,193 | $7.5M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -1.4% | 256,162 | $7.5M |
| Per Stirling Capital Management, LLC. | 0.88% | Add +3.5% | 254,044 | $7.4M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -0.1% | 253,217 | $7.4M |
| Berkshire Asset Management LLC | 0.30% | Add +2.1% | 239,076 | $7.0M |
| Visionary Wealth Advisors | 0.32% | Add +3.8% | 235,473 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +303.0% | 231,608 | $6.7M |
| Columbus Macro, LLC | 0.77% | Reduce -2.4% | 231,584 | $6.7M |
| Lowery Thomas, LLC | 3.76% | Add +3.2% | 223,696 | $6.5M |
| ProVise Management Group, LLC | 0.48% | Reduce -1.2% | 223,346 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Add +0.1% | 217,233 | $6.3M |
| Ifrah Financial Services, Inc. | 1.64% | Add +0.1% | 216,707 | $6.3M |
| Paces Ferry Wealth Advisors, LLC | 2.62% | Reduce -0.4% | 216,362 | $6.3M |
| Panoramic Investment Advisors, LLC | 3.54% | Add +4.9% | 216,024 | $6.3M |
| Brand Asset Management Group, Inc. | 1.77% | Add +8.9% | 215,995 | $6.3M |
| Sunbelt Securities, Inc. | 0.43% | Add +20.7% | 215,086 | $6.3M |
| FMR LLC | 0.00% | Add +3.8% | 214,383 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -35.1% | 210,090 | $6.1M |
| Savvy Advisors, Inc. | 0.28% | Reduce -12.3% | 208,777 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -7.6% | 208,420 | $6.1M |
| Cadence Wealth Management LLC | 3.17% | Add +9.4% | 208,213 | $6.1M |
| Petra Financial Advisors Inc. | 3.53% | Add +1.1% | 208,121 | $6.1M |
| Valpey Financial Services, LLC | 3.95% | Add +0.3% | 207,445 | $6.0M |
| Glassman Wealth Services | 0.84% | Reduce -1.4% | 205,333 | $6.0M |
| Avant Capital LLC | 4.17% | Add +1.9% | 203,568 | $5.9M |
| Cathy Pareto & Associates, Inc. | 4.45% | Add +5.1% | 202,609 | $5.9M |
| Curtis Advisory Group, LLC | 1.33% | Reduce -3.4% | 202,299 | $5.9M |
| Werba Rubin Papier Wealth Management | 0.94% | Reduce -5.1% | 199,953 | $5.8M |
| Gunma Bank,Ltd. | 1.82% | No change | 199,694 | $5.8M |
| Quantum Portfolio Management LLC | 1.71% | Add +87.6% | 198,042 | $5.8M |
| Summit Financial, LLC | 0.09% | Add +4.7% | 197,454 | $5.7M |
| Pure Portfolios Holdings LLC | 1.80% | Reduce -0.6% | 197,270 | $5.7M |
| Florida Financial Advisors, LLC | 1.72% | Reduce -7.3% | 191,380 | $5.6M |
| SpringVest Wealth Management LLC | 4.08% | Reduce -2.3% | 190,751 | $5.6M |
| Shepherd Kaplan Krochuk, LLC | 4.53% | Reduce -4.8% | 189,779 | $5.5M |
| Main Street Financial Solutions, LLC | 0.35% | Add +9.4% | 187,902 | $5.5M |
| One Capital Management, LLC | 0.17% | Reduce -6.2% | 186,082 | $5.4M |
| Lighthouse Wealth Management Inc. | 4.37% | Add +16.5% | 185,111 | $5.4M |
| Cahill Financial Advisors Inc. | 0.61% | Add +0.6% | 185,104 | $5.4M |
| Grey Fox Wealth Advisors, LLC | 1.08% | Reduce -0.6% | 181,667 | $5.3M |
| Leeward Financial Partners, LLC | 1.48% | Add +3.8% | 179,050 | $5.2M |
| Capital Advisors Wealth Management, LLC | 0.74% | Add +2.5% | 178,040 | $5.2M |
| Rinkey Investments | 1.36% | No change | 175,707 | $5.1M |
| Westbourne Investment Advisors, Inc. | 1.41% | Add +17.1% | 173,699 | $5.1M |
| Embree Financial Group | 0.65% | Reduce -0.5% | 165,749 | $4.8M |
| VSM Wealth Advisory, LLC | 1.49% | Add +771.5% | 198,888 | $4.8M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -0.1% | 163,808 | $4.8M |
| SeaCrest Wealth Management, LLC | 0.50% | Reduce -4.3% | 163,119 | $4.8M |
| Everhart Financial Group, Inc. | 0.47% | Reduce -2.3% | 162,660 | $4.7M |
| Mill Creek Capital Advisors, LLC | 0.10% | Add +0.0% | 160,927 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -8.1% | 160,363 | $4.7M |
| Dakota Wealth Management | 0.09% | Add +0.5% | 157,913 | $4.6M |
| Newman Dignan & Sheerar, Inc. | 0.99% | Reduce -1.1% | 157,737 | $4.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1.7% | 156,255 | $4.5M |
| Golden Bell Financial Planning LLC | 3.94% | Reduce -3.4% | 155,570 | $4.5M |
| Coastwise Capital Group, LLC | 3.18% | Add +3.6% | 155,360 | $4.5M |
| Apex Wealth Management, LLC | 3.23% | Add +5.2% | 155,055 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +43.5% | 153,696 | $4.5M |
| Brown Wealth Management, LLC | 1.25% | Add +1.0% | 153,127 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +53.0% | 150,618 | $4.4M |
| Waterford Advisors, LLC | 1.50% | Reduce -55.6% | 149,374 | $4.3M |
| Affinity Capital Advisors, LLC | 0.67% | Reduce -0.8% | 148,651 | $4.3M |
| Renaissance Technologies | 0.01% | Add +38.9% | 148,800 | $4.3M |
| Retirement Investment Advisors, Inc. | 0.35% | Reduce -0.1% | 144,540 | $4.2M |
| Nadler Financial Group, Inc. | 0.40% | Reduce -17.0% | 143,279 | $4.2M |
| Blue Bell Private Wealth Management, LLC | 0.63% | Reduce -0.6% | 142,074 | $4.1M |
| Warner Financial, Inc. | 1.54% | Add +1.3% | 141,973 | $4.1M |
| Consolidated Portfolio Review Corp | 0.52% | Add +1.9% | 141,658 | $4.1M |
| RKL Wealth Management LLC | 0.35% | Reduce -5.7% | 139,206 | $4.1M |
| Cwm, LLC | 0.01% | Add +9.5% | 138,242 | $4.0M |
| OneAscent Financial Services LLC | 0.27% | Add +10.1% | 137,061 | $4.0M |
| DDD Partners, LLC | 0.25% | Add +3.9% | 137,019 | $4.0M |
| American Financial & Tax Strategies Inc. | 1.98% | Reduce -2.6% | 136,343 | $4.0M |
| World Investment Advisors | 0.08% | Reduce -1.8% | 134,750 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +4.3% | 133,821 | $3.9M |
| LifePlan Investment Advisors, Inc. | 1.62% | Add +4.3% | 132,528 | $3.9M |
| KPP Advisory Services LLC | 0.57% | Add +5.1% | 131,422 | $3.8M |
| Apriem Advisors | 0.35% | Reduce -0.6% | 128,057 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +11.0% | 127,438 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.32% | Add +0.2% | 127,211 | $3.7M |
| Sagespring Wealth Partners, LLC | 0.07% | Add +4.2% | 126,306 | $3.7M |
| Modera Wealth Management, LLC | 0.04% | Add +4.0% | 125,588 | $3.7M |
| Altus Wealth Group LLC | 1.49% | Reduce -2.3% | 124,324 | $3.6M |
| Joseph Group Capital Management | 1.00% | Add +1.3% | 121,982 | $3.6M |
| Leavell Investment Management, Inc. | 0.15% | Reduce -7.0% | 120,685 | $3.5M |
| North Star Asset Management Inc. | 0.14% | Add +0.6% | 118,377 | $3.4M |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 117,146 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +56.6% | 115,570 | $3.4M |
| Barden Capital Management, Inc. | 2.79% | Reduce -1.3% | 115,157 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +2.3% | 110,208 | $3.2M |
| Steele Capital Management, Inc. | 0.14% | Reduce -3.5% | 108,084 | $3.1M |
| IVC Wealth Advisors LLC | 1.40% | Reduce -25.2% | 107,463 | $3.1M |
| Vise Technologies, Inc. | 0.12% | Reduce -6.4% | 107,303 | $3.1M |
| Arbor Trust Wealth Advisors, LLC | 1.37% | Reduce -0.5% | 104,611 | $3.0M |
| Advisory Services Network, LLC | 0.04% | Add +12.0% | 104,452 | $3.0M |
| Woodmont Investment Counsel LLC | 0.20% | Reduce -0.0% | 104,085 | $3.0M |
| Allen Capital Group, LLC | 0.29% | Add +11.9% | 104,066 | $3.0M |
| Compass Advisory Group LLC | 0.85% | Reduce -0.9% | 103,876 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Add +27.0% | 102,827 | $3.0M |
| Choreo, LLC | 0.04% | Add +1.9% | 102,815 | $3.0M |
| ZynergyRetirementPlanningLLC | 1.87% | Reduce -1.4% | 102,028 | $3.0M |
| Mission Wealth Management, LP | 0.06% | Reduce -7.0% | 101,014 | $2.9M |
| Lido Advisors, LLC | 0.01% | Add +7.0% | 98,449 | $2.9M |
| Unique Wealth, LLC | 0.42% | Add +7.1% | 97,770 | $2.8M |
| Saxony Capital Management, LLC | 1.87% | Add +18.8% | 97,268 | $2.8M |
| Schaeffer Financial LLC | 2.55% | Add +2.9% | 96,735 | $2.8M |
| Murphy & Mullick Capital Management Corp | 2.06% | No change | 95,359 | $2.8M |
| Diversified Enterprises, LLC | 0.18% | Reduce -5.4% | 94,302 | $2.7M |
| NewEdge Wealth, LLC | 0.04% | Add +7.1% | 94,496 | $2.7M |
| M3 Advisory Group, LLC | 1.69% | Add +0.3% | 93,263 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +8.3% | 90,407 | $2.6M |
| Broadview Financial Management, LLC | 1.77% | Reduce -4.0% | 90,218 | $2.6M |
| Evoke Wealth, LLC | 0.05% | No change | 88,290 | $2.6M |
| Cambridge Financial Group, LLC | 0.82% | Reduce -0.8% | 87,809 | $2.6M |
| Fagan Associates, Inc. | 0.35% | Reduce -0.7% | 86,517 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | Add +7.6% | 85,625 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.1% | 84,337 | $2.5M |
| Tortoise Investment Management, LLC | 0.22% | Add +7.6% | 84,234 | $2.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.72% | Add +10.1% | 84,129 | $2.4M |
| Apella Capital, LLC | 0.05% | Add +840.1% | 84,833 | $2.4M |
| Arkadios Wealth Advisors | 0.06% | Add +4.7% | 82,928 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -2.6% | 82,916 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.1% | 82,757 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Reduce -1.2% | 82,659 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +42.8% | 82,643 | $2.4M |
| Weaver Capital Management LLC | 0.52% | Reduce -0.5% | 82,330 | $2.4M |
| New Hampshire Trust | 0.46% | Add +54.2% | 81,519 | $2.4M |
| Pinnacle Family Advisors, LLC | 1.03% | Add +4.5% | 81,023 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +72232.4% | 80,289 | $2.3M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -1.6% | 79,355 | $2.3M |
| Riversedge Advisors, LLC | 0.38% | Reduce -3.0% | 78,854 | $2.3M |
| Wilkins Miller Wealth Management, LLC | 1.42% | Add +0.1% | 78,822 | $2.3M |
| Matthew Goff Investment Advisor, LLC | 0.39% | New | 78,514 | $2.3M |
| Fortress Wealth Management, Inc. | 1.01% | Reduce -14.1% | 77,913 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +13.7% | 77,805 | $2.3M |
| Nalls Sherbakoff Group, LLC | 1.53% | Add +6.4% | 77,706 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -3.4% | 77,214 | $2.2M |
| Regal Investment Advisors LLC | 0.15% | Add +12.1% | 76,948 | $2.2M |
| Aspen Grove Capital, LLC | 0.38% | Reduce -1.3% | 76,905 | $2.2M |
| Elgethun Capital Management | 0.40% | Add +2.3% | 75,534 | $2.2M |
| Citadel Advisors | 0.00% | Add +381.8% | 74,626 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -0.5% | 74,272 | $2.2M |
| Asset Dedication, LLC | 0.14% | Reduce -0.9% | 72,489 | $2.1M |
| Financial Strategies Group, Inc. | 0.40% | Reduce -3.1% | 73,138 | $2.1M |
| Berger Financial Group, Inc | 0.13% | Add +4.7% | 72,184 | $2.1M |
| BCS Wealth Management | 0.47% | Reduce -16.0% | 71,469 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -6.6% | 71,443 | $2.1M |
| Duncker Streett & Co. Inc. | 0.36% | Reduce -5.9% | 70,950 | $2.1M |
| Certuity, LLC | 0.14% | Add +175.7% | 70,240 | $2.0M |
| Myecfo, LLC | 0.92% | Reduce -0.6% | 69,200 | $2.0M |
| Bcwm, LLC | 0.60% | Add +1.4% | 68,313 | $2.0M |
| Bleakley Financial Group, LLC | 0.05% | No change | 67,891 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +0.3% | 67,238 | $2.0M |
| Emerald Advisors, LLC | 0.26% | Reduce -0.9% | 67,099 | $2.0M |
| Lederer & Associates Investment Counsel | 1.26% | Add +7.5% | 66,748 | $1.9M |
| Retirement Planning Group, LLC | 0.07% | Reduce -4.5% | 66,357 | $1.9M |
| IFP Advisors, Inc | 0.05% | Reduce -1.6% | 64,227 | $1.9M |
| SIMA Wealth Partners, LLC | 1.42% | Reduce -1.8% | 63,934 | $1.9M |
| Ritholtz Wealth Management | 0.04% | Reduce -1.8% | 63,535 | $1.8M |
| Composition Wealth, LLC | 0.03% | Reduce -0.6% | 63,361 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.21% | Reduce -1.1% | 62,413 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Add +12.8% | 61,610 | $1.8M |
| Stewardship Advisors, LLC | 0.42% | Add +0.4% | 61,075 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 60,175 | $1.8M |
| Avity Investment Management Inc. | 0.12% | Add +45.1% | 60,036 | $1.7M |
| American Trust | 0.15% | Add +12.2% | 59,318 | $1.7M |
| Bigelow Investment Advisors, LLC | 0.70% | Add +1.9% | 59,250 | $1.7M |
| SCS Capital Management LLC | 0.02% | Reduce -9.6% | 58,929 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Add +0.1% | 58,511 | $1.7M |
| Eagle Harbor Asset Management Inc. | 1.48% | Reduce -6.0% | 58,437 | $1.7M |
| CGN Advisors LLC | 0.14% | Add +38.7% | 58,302 | $1.7M |
| AQR Capital Management | 0.00% | Add +17.4% | 58,168 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +3.2% | 57,101 | $1.7M |
| Ridgewood Investments LLC | 0.69% | Add +32.6% | 55,806 | $1.6M |
| Binnacle Investments Inc | 0.94% | Reduce -1.3% | 54,945 | $1.6M |
| Keel Point, LLC | 0.10% | Add +0.2% | 54,938 | $1.6M |
| Csenge Advisory Group | 0.08% | Add +2.2% | 54,821 | $1.6M |
| K2 Financial Inc. | 1.28% | Add +30.7% | 55,296 | $1.6M |
| Monograph Wealth Advisors, LLC | 0.16% | No change | 54,608 | $1.6M |
| GW Henssler & Associates Ltd. | 0.08% | Add +2.6% | 53,047 | $1.5M |
| Secure Asset Management, LLC | 0.25% | Add +68.2% | 52,432 | $1.5M |
| Maia Wealth LLC | 0.26% | Reduce -2.6% | 52,178 | $1.5M |
| ETF Store, Inc. | 1.59% | Add +15.4% | 51,479 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -8.0% | 50,823 | $1.5M |
| Aspiriant, LLC | 0.04% | Add +9.4% | 50,501 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +114.8% | 50,446 | $1.5M |
| William Mack & Associates, Inc. | 0.79% | Add +0.3% | 50,247 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.0% | 50,082 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.8% | 50,000 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 49,762 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -34.5% | 49,632 | $1.4M |
| Silver Oak Securities, Incorporated | 0.11% | Add +3.9% | 49,254 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +3.1% | 49,208 | $1.4M |
| Altfest L J & Co. Inc. | 0.16% | Add +0.4% | 48,934 | $1.4M |
| Keb Asset Management, LLC | 0.32% | Add +0.5% | 48,742 | $1.4M |
| Kelly Financial Group LLC | 0.37% | Reduce -9.5% | 48,558 | $1.4M |
| Inman Jager Wealth Management, LLC | 0.89% | Add +0.5% | 48,038 | $1.4M |
| Continuum Advisory, LLC | 0.15% | Add +9.4% | 47,855 | $1.4M |
| Whitener Capital Management, Inc. | 0.33% | Add +1.7% | 47,844 | $1.4M |
| Long Island Wealth Management, Inc. | 0.67% | Reduce -1.9% | 47,620 | $1.4M |
| Money Concepts Capital Corp. | 0.09% | Reduce -0.5% | 47,461 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.05% | No change | 47,364 | $1.4M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +13.7% | 46,414 | $1.4M |
| SOL Capital Management CO | 0.12% | Add +0.3% | 46,414 | $1.4M |
| Zacks Investment Management | 0.01% | Add +0.9% | 46,110 | $1.3M |
| BCGM Wealth Management, LLC | 0.35% | Add +0.3% | 46,059 | $1.3M |
| Creekside Partners | 0.59% | Add +0.3% | 45,840 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.2% | 45,354 | $1.3M |
| Seed Wealth Management, Inc. | 0.90% | Reduce -2.3% | 45,000 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 44,980 | $1.3M |
| United Advisor Group, LLC | 0.18% | Add +2.8% | 44,973 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.9% | 44,926 | $1.3M |
| Condor Capital Management | 0.11% | Reduce -0.0% | 44,111 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.28% | Reduce -3.7% | 43,860 | $1.3M |
| Koesten, Hirschmann & Crabtree, INC. | 0.60% | Reduce -4.8% | 42,969 | $1.3M |
| JMG Financial Group, Ltd. | 0.04% | Add +0.0% | 42,925 | $1.2M |
| Gradient Capital Advisors, LLC | 0.33% | Reduce -1.1% | 42,697 | $1.2M |
| IMA Advisory Services, Inc. | 0.12% | No change | 42,558 | $1.2M |
| Vanguard Capital Wealth Advisors | 0.99% | Reduce -1.4% | 42,533 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | New | 42,483 | $1.2M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -13.7% | 42,130 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -36.8% | 41,633 | $1.2M |
| Blair William & Co. | 0.00% | Add +0.1% | 41,530 | $1.2M |
| Wealthspire Retirement, LLC | 0.08% | Reduce -9.1% | 40,840 | $1.2M |
| Haverford Trust Co | 0.01% | Reduce -0.1% | 40,711 | $1.2M |
| NorthCoast Asset Management LLC | 0.00% | Add +71.6% | 40,591 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +118.5% | 40,588 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.51% | No change | 40,298 | $1.2M |
| Knuff & Co LLC | 0.34% | Reduce -0.5% | 40,438 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 40,382 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -93.0% | 39,972 | $1.2M |
| First County Bank | 0.59% | Add +3.7% | 39,871 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +12582.7% | 39,570 | $1.2M |
| Larson Financial Group LLC | 0.04% | Reduce -1.6% | 39,343 | $1.1M |
| Joule Financial, LLC | 0.34% | Reduce -3.5% | 38,652 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.20% | Reduce -5.9% | 38,547 | $1.1M |
| Athena Investment Management | 0.58% | No change | 38,510 | $1.1M |
| John Boyer, Inc. | 1.11% | — | 38,346 | $1.1M |
| Hoey Investments, Inc. | 0.15% | Add +13.8% | 37,981 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -45.1% | 37,587 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +2.8% | 37,044 | $1.1M |
| Nwam LLC | 0.06% | Reduce -0.0% | 36,734 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +99.8% | 36,725 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +98.9% | 36,449 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.0% | 36,440 | $1.1M |
| Van Strum & Towne Inc. | 0.31% | Reduce -0.9% | 35,779 | $1.0M |
| Tactive Advisors, LLC | 0.29% | Add +2.4% | 35,428 | $1.0M |
| Chesapeake Wealth Management | 0.31% | Add +8.0% | 35,380 | $1.0M |
| Diversify Advisory Services, LLC | 0.03% | Reduce -0.1% | 35,524 | $1.0M |
| Kovack Advisors, Inc. | 0.10% | Add +0.1% | 34,923 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -13.3% | 34,880 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +5.4% | 34,723 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.6% | 34,703 | $1.0M |
| LexAurum Advisors, LLC | 0.14% | Reduce -25.1% | 34,413 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.30% | No change | 34,305 | $999K |
| Brown Brothers Harriman & Co. | 0.01% | Add +3700.0% | 34,200 | $996K |
| Hidden Cove Wealth Management, LLC | 0.65% | Reduce -0.3% | 34,046 | $991K |
| Bridges Investment Management Inc. | 0.01% | Add +125.9% | 34,007 | $990K |
| Quadrant Private Wealth Management, LLC | 0.18% | Add +0.6% | 33,956 | $988K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -0.3% | 33,948 | $988K |
| Verum Partners LLC | 0.21% | Reduce -2.8% | 33,367 | $971K |
| Bfsg, LLC | 0.09% | Reduce -0.4% | 32,944 | $959K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 32,914 | $958K |
| Partners Wealth Management, LLC | 0.94% | Reduce -2.2% | 32,685 | $951K |
| Chicago Partners Investment Group LLC | 0.02% | Add +16.6% | 32,545 | $951K |
| Atlas Wealth Partners, LLC | 0.97% | Add +23.0% | 32,559 | $948K |
| ARK & TLK Investments, LLC | 0.30% | No change | 32,559 | $948K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +4.2% | 32,278 | $940K |
| Lodestar Private Asset Management LLC | 0.10% | Add +0.6% | 31,959 | $930K |
| Old National Bancorp | 0.02% | No change | 31,818 | $926K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -1.3% | 31,793 | $925K |
| Susquehanna International Group, LLP | 0.00% | New | 31,627 | $921K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -0.2% | 31,387 | $914K |
| Red Door Wealth Management, LLC | 0.10% | Add +2.1% | 31,307 | $911K |
| Sachetta, LLC | 0.34% | Reduce -3.9% | 30,991 | $902K |
| NWF Advisory Services Inc. | 0.10% | Reduce -8.6% | 30,761 | $895K |
| AdvisorNet Financial, Inc | 0.05% | Add +4.4% | 30,533 | $889K |
| WBH Advisory Inc. | 0.07% | No change | 30,452 | $886K |
| Westbourne Investments, Inc. | 0.42% | Reduce -0.9% | 30,548 | $886K |
| CM Wealth Advisors LLC | 0.23% | No change | 30,066 | $875K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.6% | 29,818 | $868K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | No change | 29,725 | $865K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.4% | 29,373 | $855K |
| Hazlett, Burt & Watson, Inc. | 0.30% | Add +213.8% | 29,301 | $853K |
| Kelleher Financial Advisors | 0.21% | No change | 29,220 | $851K |
| Sovran Advisors, LLC | 0.07% | New | 29,312 | $847K |
| Marquette Asset Management, LLC | 0.13% | No change | 28,770 | $837K |
| Bernardo Wealth Planning LLC | 0.16% | Add +1.9% | 28,736 | $837K |
| Ironwood Financial, llc | 0.15% | Reduce -0.8% | 28,718 | $836K |
| Greenleaf Trust | 0.01% | No change | 28,650 | $834K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 28,340 | $825K |
| Burkett Financial Services, LLC | 0.28% | Reduce -3.3% | 28,209 | $821K |
| WPG Advisers, LLC | 0.63% | Reduce -2.0% | 28,107 | $818K |
| Stonebridge Capital Advisors LLC | 0.06% | Reduce -20.9% | 28,055 | $817K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +9.0% | 27,928 | $813K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -17.2% | 27,899 | $812K |
| Park Avenue Securities LLC | 0.01% | Add +10.3% | 27,836 | $810K |
| Santori & Peters, Inc. | 0.29% | Reduce -14.7% | 27,719 | $807K |
| Enclave Advisors LLC | 0.12% | Reduce -47.3% | 27,589 | $803K |
| Biltmore Family Office, LLC | 0.11% | No change | 27,546 | $802K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.3% | 26,641 | $776K |
| UMB Bank, n.a. | 0.01% | No change | 26,451 | $770K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.2% | 26,431 | $769K |
| L2 Asset Management, LLC | 0.11% | Add +53.9% | 26,408 | $769K |
| Well Done, LLC | 0.13% | No change | 26,265 | $765K |
| NorthStar Asset Management LLC | 0.36% | Reduce -3.1% | 26,080 | $759K |
| Everett Harris & Co. | 0.01% | Add +0.8% | 25,994 | $757K |
| WNY Asset Management, LLC | 0.07% | Add +3.4% | 25,597 | $745K |
| Robinson Smith Wealth Advisors LLC | 0.53% | No change | 25,450 | $741K |
| Smart Portfolios, LLC | 0.71% | Reduce -2.4% | 25,345 | $738K |
| New Century Financial Group, LLC | 1.29% | Add +159.9% | 24,999 | $728K |
| Bank of Montreal | 0.00% | Reduce -3.8% | 24,997 | $728K |
| Comerica Bank | 0.00% | No change | 24,652 | $718K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.5% | 24,570 | $715K |
| Brighton Jones LLC | 0.02% | Add +1.5% | 24,563 | $715K |
| HHM Wealth Advisors, LLC | 0.08% | Add +97.2% | 24,532 | $714K |
| Capital Insight Partners, LLC | 0.12% | Reduce -0.3% | 24,483 | $713K |
| Blueprint Investment Partners LLC | 0.10% | New | 24,456 | $712K |
| Aire Advisors, LLC | 0.13% | Add +0.2% | 24,404 | $710K |
| Principal Securities, Inc. | 0.01% | Add +147.6% | 24,312 | $708K |
| Womack Financial LLC | 0.54% | Reduce -1.5% | 24,242 | $706K |
| Alliance Wealth Management Group | 0.16% | No change | 24,237 | $706K |
| Towercrest Capital Management | 0.11% | No change | 24,237 | $706K |
| Mayfair Advisory Group, LLC | 0.30% | Add +10.1% | 24,149 | $703K |
| Grey Ledge Advisors, LLC | 0.16% | Reduce -0.3% | 24,138 | $703K |
| MidAtlantic Capital Management, Inc. | 0.48% | No change | 24,088 | $701K |
| Fortitude Advisory Group L.L.C. | 0.38% | Reduce -3.1% | 23,986 | $698K |
| Blueprint Financial Advisors LLC | 0.15% | Add +47.6% | 23,736 | $691K |
| Lantz Financial LLC | 0.15% | No change | 23,610 | $687K |
| Texas Yale Capital Corp. | 0.02% | Add +34.0% | 23,460 | $683K |
| Sculati Wealth Management, LLC | 0.24% | Reduce -1.7% | 23,260 | $677K |
| Pinion Investment Advisors, LLC | 0.18% | Add +214.9% | 23,038 | $676K |
| Smartleaf Asset Management LLC | 0.04% | Add +4.0% | 23,256 | $675K |
| WESCAP Management Group, Inc. | 0.14% | No change | 23,151 | $674K |
| Plancorp, LLC | 0.02% | Reduce -43.8% | 23,122 | $673K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 22,891 | $666K |
| Modern Wealth Management, LLC | 0.01% | New | 22,446 | $653K |
| Ring Mountain Capital, LLC | 0.36% | Reduce -3.2% | 22,406 | $652K |
| BlackRock, Inc. | 0.00% | Add +289.6% | 22,217 | $647K |
| CENTRAL TRUST Co | 0.01% | New | 22,063 | $642K |
| LongView Wealth Management | 0.17% | Add +0.3% | 21,922 | $638K |
| Greenwood Gearhart LLC | 0.04% | Add +0.8% | 21,859 | $636K |
| Uptown Financial Advisors LLC | 0.56% | No change | 21,850 | $636K |
| Milestone Investment Advisors LLC | 0.16% | No change | 21,785 | $634K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.1% | 21,570 | $628K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 21,558 | $628K |
| HMV Wealth Advisors, LLC | 0.34% | Reduce -5.2% | 21,532 | $627K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 21,493 | $626K |
| Stark Wealth Management LLC | 2.83% | Reduce -34.4% | 21,209 | $617K |
| McCarthy & Cox | 0.14% | Add +4.6% | 20,747 | $604K |
| Clear Investment Research, LLC | 0.80% | No change | 20,409 | $594K |
| Blue Barn Wealth, LLC | 0.26% | Add +0.5% | 20,071 | $584K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -4.0% | 19,925 | $580K |
| Fonville Wealth Management LLC | 0.13% | Reduce -1.8% | 19,900 | $579K |
| Resolute Advisors LLC | 0.15% | Add +0.5% | 19,895 | $579K |
| Gilbert & Cook, Inc. | 0.07% | No change | 19,764 | $575K |
| Independent Wealth Network Inc. | 0.18% | Add +1.4% | 19,689 | $573K |
| &partners | 0.00% | Add +33.4% | 19,600 | $571K |
| Center for Financial Planning, Inc. | 0.06% | No change | 19,533 | $569K |
| Vawter Financial, Ltd. | 0.26% | New | 19,451 | $566K |
| Obermeyer Wealth Partners | 0.03% | Add +0.0% | 19,345 | $563K |
| Beam Wealth Advisors, Inc. | 0.15% | Reduce -5.9% | 19,246 | $560K |
| Seneschal Advisors, LLC | 0.40% | No change | 19,164 | $558K |
| SkyOak Wealth, LLC | 0.11% | Reduce -12.4% | 19,104 | $556K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,080 | $555K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -22.8% | 18,713 | $545K |
| Sage Mountain Advisors LLC | 0.03% | No change | 18,618 | $542K |
| Harbour Investments, Inc. | 0.01% | Add +26.7% | 18,474 | $538K |
| Radnor Capital Management, LLC | 0.08% | No change | 18,210 | $530K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,210 | $530K |
| NorthRock Partners, LLC | 0.01% | New | 17,890 | $521K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -14.4% | 17,861 | $520K |
| Zhang Financial LLC | 0.02% | Add +0.4% | 17,839 | $519K |
| Global Wealth Strategies & Associates | 0.13% | New | 17,689 | $515K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -18.4% | 17,597 | $512K |
| Waterloo Capital, L.P. | 0.04% | Add +0.4% | 17,463 | $508K |
| Carret Asset Management, LLC | 0.05% | Reduce -22.8% | 17,458 | $508K |
| Retirement Planning Group, LLC / NY | 0.38% | Add +49.4% | 17,437 | $508K |
| RFG Advisory, LLC | 0.01% | Reduce -39.5% | 17,417 | $507K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 17,389 | $506K |
| Goldstein Advisors, LLC | 0.06% | No change | 17,301 | $504K |
| American Investment Services, Inc. | 0.12% | No change | 17,298 | $504K |
| Tounjian Advisory Partners, LLC | 0.17% | Add +1.0% | 17,143 | $499K |
| Boyum Wealth Architects LLC | 0.31% | Add +0.5% | 17,125 | $499K |
| Lynx Investment Advisory | 0.30% | Add +0.9% | 17,067 | $497K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | No change | 17,036 | $496K |
| WMG Financial Advisors, LLC | 0.17% | Reduce -11.4% | 17,008 | $495K |
| Wedmont Private Capital | 0.02% | Reduce -6.1% | 16,896 | $492K |
| Abacus Planning Group, Inc. | 0.07% | Add +67.5% | 16,839 | $490K |
| Wealth Preservation Advisors, LLC | 0.28% | Reduce -0.2% | 16,736 | $487K |
| Oarsman Capital, Inc. | 0.07% | Add +4.0% | 16,383 | $477K |
| Blue Trust, Inc. | 0.01% | Add +0.5% | 16,373 | $477K |
| Payne Capital LLC | 0.48% | — | 16,266 | $474K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -4.1% | 16,235 | $473K |
| Smith Salley Wealth Management | 0.02% | No change | 16,069 | $468K |
| Daymark Wealth Partners, LLC | 0.02% | New | 16,000 | $466K |
| Joseph P. Lucia & Associates, LLC | 0.18% | No change | 15,950 | $464K |
| Capital Analysts, LLC | 0.01% | Add +5.4% | 15,910 | $463K |
| TruNorth Capital Management, LLC | 0.09% | No change | 15,885 | $462K |
| Schwallier Wealth Management LLC | 0.29% | Add +10.2% | 15,817 | $460K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 15,788 | $460K |
| Basepoint Wealth LLC | 0.33% | Add +0.5% | 15,761 | $459K |
| Theory Financial LLC | 0.16% | No change | 15,618 | $456K |
| Soltis Investment Advisors LLC | 0.03% | No change | 15,637 | $455K |
| Prudent Investors Network, Inc. | 0.11% | No change | 15,518 | $452K |
| Visionary Horizons, LLC | 0.25% | New | 15,499 | $451K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +25.1% | 15,214 | $443K |
| SageView Advisory Group, LLC | 0.02% | Reduce -3.4% | 15,203 | $443K |
| Obsidian Cio, LLC | 0.06% | Add +1.9% | 15,193 | $442K |
| Princeton Global Asset Management LLC | 0.07% | No change | 15,106 | $440K |
| Wealthspan Partners, LLC | 0.17% | Reduce -2.5% | 15,101 | $440K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -1.3% | 15,096 | $439K |
| Accurate Wealth Management, LLC | 0.06% | Add +0.9% | 15,119 | $439K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 15,029 | $437K |
| Cascade Investment Advisors, Inc. | 0.26% | No change | 14,924 | $434K |
| Schrum Private Wealth Management LLC | 0.32% | Reduce -4.0% | 14,920 | $434K |
| Creative Financial Designs Inc. | 0.03% | Reduce -2.8% | 14,884 | $433K |
| Lakeridge Wealth Management LLC | 0.19% | Reduce -0.7% | 14,809 | $431K |
| Citigroup Inc. | 0.00% | Add +21.9% | 14,736 | $429K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.7% | 14,558 | $424K |
| Kelman-Lazarov, Inc. | 0.06% | Reduce -5.2% | 14,554 | $424K |
| Geometric Wealth Advisors | 0.06% | Add +8.6% | 14,370 | $418K |
| Diversified Investment Strategies, LLC | 0.27% | Reduce -3.5% | 14,284 | $416K |
| SGL Investment Advisors, Inc. | 0.17% | Add +38.1% | 14,367 | $414K |
| Brickley Wealth Management | 0.07% | Reduce -0.2% | 14,090 | $410K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -13.9% | 14,076 | $410K |
| Natixis Advisors, LLC | 0.00% | Add +40.4% | 14,051 | $409K |
| Sachem Hill LLC | 0.08% | No change | 14,024 | $408K |
| Stone Summit Wealth LLC | 0.12% | Reduce -17.2% | 14,018 | $408K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 13,953 | $406K |
| Investments & Financial Planning, LLC | 0.22% | Add +6.6% | 13,874 | $404K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 13,832 | $403K |
| True Vision MN LLC | 0.21% | Add +0.6% | 13,741 | $400K |
| Columbia River Financial Group, LLC | 0.25% | Reduce -13.2% | 13,695 | $398K |
| Certior Financial Group, LLC | 0.27% | Reduce -5.7% | 13,622 | $397K |
| FLC Capital Advisors | 0.08% | Reduce -2.7% | 13,537 | $394K |
| Associated Banc-Corp | 0.01% | No change | 13,446 | $391K |
| LifeSteps Financial, Inc. | 0.25% | Reduce -0.9% | 13,424 | $391K |
| Moneco Advisors, LLC | 0.03% | Reduce -1.2% | 13,372 | $389K |
| Tenret Co LLC | 0.20% | No change | 13,341 | $388K |
| Vaughan David Investments LLC | 0.01% | No change | 13,338 | $388K |
| Westmount Partners, LLC | 0.10% | No change | 13,277 | $387K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -1.3% | 13,258 | $386K |
| Meredith Wealth Planning | 0.12% | No change | 13,224 | $385K |
| FF Advisors,LLC | 0.18% | No change | 13,151 | $383K |
| Sightline Wealth Advisors, LLC | 0.17% | New | 13,096 | $381K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.13% | No change | 13,074 | $381K |
| International Assets Investment Management, LLC | 0.03% | No change | 13,576 | $379K |
| Mayport, LLC | 0.08% | No change | 13,026 | $379K |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 13,009 | $379K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 13,000 | $378K |
| Cooper/Haims Advisors, LLC | 0.17% | Add +0.5% | 12,846 | $374K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 12,816 | $373K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -9.4% | 12,765 | $372K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.9% | 12,576 | $370K |
| Mengis Capital Management, Inc. | 0.07% | Reduce -1.5% | 12,686 | $369K |
| Phil A. Younker & Associates, Ltd. | 0.28% | No change | 12,660 | $369K |
| Sterling Wealth Advisors Inc | 0.23% | No change | 12,660 | $367K |
| Allied Investment Advisors, LLC | 0.06% | Add +2.2% | 12,451 | $362K |
| Mirador Capital Partners LP | 0.05% | Reduce -1.1% | 12,428 | $362K |
| Independent Advisor Alliance | 0.01% | Reduce -2.7% | 12,411 | $361K |
| Elm Partners Management LLC | 0.02% | Add +1.0% | 12,215 | $356K |
| Hurley Capital, LLC | 0.20% | Add +0.1% | 12,209 | $355K |
| Cambridge Advisors Inc. | 0.07% | Add +3.2% | 12,203 | $355K |
| Marotta Asset Management | 0.07% | Reduce -4.0% | 12,142 | $354K |
| Chapman Financial Group, LLC | 0.24% | New | 12,156 | $354K |
| Chesley Taft & Associates LLC | 0.01% | No change | 12,130 | $353K |
| Ahl Investment Management, Inc. | 0.24% | No change | 12,114 | $353K |
| Sigma Planning Corp | 0.01% | Add +38.8% | 12,045 | $351K |
| Quarry Hill Advisors, LLC | 0.18% | Add +0.9% | 11,970 | $348K |
| PFG Advisors | 0.01% | New | 11,837 | $345K |
| Columbia Advisory Partners LLC | 0.24% | Reduce -32.9% | 11,762 | $342K |
| Austin Asset Management Co Inc | 0.07% | Reduce -5.4% | 11,754 | $342K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.5% | 11,721 | $341K |
| Chapin Davis, Inc. | 0.08% | Reduce -6.8% | 11,640 | $339K |
| Atria Investments, Inc | 0.00% | Reduce -1.0% | 11,631 | $339K |
| Centaurus Financial, Inc. | 0.02% | Add +0.1% | 11,558 | $336K |
| LWM Advisors Inc. | 0.30% | Reduce -4.3% | 11,501 | $335K |
| MB Generational Wealth, LLC | 0.21% | — | 11,480 | $334K |
| Prestige Wealth Management Group LLC | 0.06% | No change | 11,457 | $334K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 11,400 | $332K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 11,316 | $329K |
| First Western Trust Bank | 0.02% | No change | 11,304 | $329K |
| Turning Point Benefit Group, Inc. | 0.20% | Add +20.3% | 11,271 | $329K |
| Fortis Capital Management LLC | 0.05% | New | 11,268 | $328K |
| Tandem Financial, LLC | 0.12% | New | 11,213 | $326K |
| DecisionMap Wealth Management, LLC | 0.21% | Reduce -15.7% | 11,160 | $325K |
| Bright Futures Wealth Management, LLC. | 0.26% | — | 11,115 | $324K |
| Klingman & Associates, LLC | 0.02% | Reduce -3.0% | 11,099 | $323K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -74.3% | 11,070 | $322K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 11,040 | $321K |
| Cutler Investment Counsel LLC | 0.03% | Add +11.8% | 10,877 | $317K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +2.8% | 10,808 | $315K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +0.3% | 10,735 | $313K |
| Disciplined Investors, L.L.C. | 0.22% | Add +0.1% | 10,624 | $309K |
| Milestone Asset Management Group, LLC | 0.19% | Add +0.4% | 10,540 | $307K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 10,476 | $306K |
| Truepoint, Inc. | 0.01% | Reduce -5.8% | 10,365 | $302K |
| Millennium Capital Advisors, LLC | 0.18% | Reduce -12.7% | 10,352 | $301K |
| JFS Wealth Advisors, LLC | 0.02% | Add +3.8% | 10,347 | $301K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -17.1% | 10,301 | $300K |
| Northwest Capital Management Inc | 0.31% | Reduce -61.1% | 10,250 | $298K |
| Hengehold Capital Management LLC | 0.03% | Add +0.5% | 10,237 | $298K |
| Hardin Capital Partners, LLC | 0.16% | No change | 10,141 | $295K |
| Cape Investment Advisory, Inc. | 0.29% | Reduce -98.3% | 10,133 | $295K |
| Code Waechter LLC | 0.19% | No change | 10,166 | $295K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 10,050 | $293K |
| Russell Investments Group, Ltd. | 0.00% | Add +127.7% | 10,046 | $292K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 10,038 | $292K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 10,035 | $292K |
| Shearwater Capital LLC | 0.17% | No change | 9,992 | $291K |
| Front Row Advisors LLC | 0.10% | Reduce -3.9% | 9,987 | $291K |
| Waterfront Wealth Inc. | 0.06% | Reduce -1.7% | 9,846 | $286K |
| Bensler, LLC | 0.03% | Add +0.1% | 9,777 | $285K |
| Forza Wealth Management, LLC | 0.11% | No change | 9,768 | $284K |
| CWC Advisors, LLC. | 0.14% | Add +18.0% | 9,677 | $282K |
| Accelerate Investment Advisors LLC | 0.19% | Reduce -21.9% | 9,591 | $279K |
| RBA Wealth Management, LLC | 0.10% | Add +2.6% | 9,515 | $277K |
| Bellwether Advisors, LLC | 0.05% | No change | 9,473 | $276K |
| Spectrum Investment Advisors, Inc. | 0.15% | New | 9,460 | $275K |
| Facet Wealth, Inc. | 0.01% | Reduce -10.1% | 9,451 | $275K |
| Morris Financial Concepts, Inc. | 0.10% | Add +0.2% | 9,409 | $274K |
| Curi Capital, LLC | 0.01% | No change | 9,355 | $272K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 9,344 | $272K |
| Hillcrest Wealth Advisors - NY, LLC | 0.12% | Reduce -7.0% | 9,291 | $270K |
| Aspen Investment Management Inc | 0.10% | Reduce -1.5% | 9,237 | $269K |
| Acropolis Investment Management, LLC | 0.01% | No change | 9,684 | $268K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,134 | $266K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +0.5% | 9,072 | $264K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -8.3% | 9,048 | $263K |
| Clark Wealth Partners | 0.16% | Add +0.9% | 8,894 | $263K |
| Hill Island Financial LLC | 0.07% | No change | 9,001 | $262K |
| IAG Wealth Partners, LLC | 0.03% | No change | 9,000 | $262K |
| CCG Wealth Management, LLC | 0.12% | New | 8,919 | $260K |
| Guardian Asset Advisors, LLC | 0.14% | Reduce -14.7% | 8,899 | $259K |
| Stonebrook Private Inc. | 0.06% | No change | 8,862 | $258K |
| Security National Bank of So Dak | 0.13% | Reduce -0.8% | 8,781 | $256K |
| Diversified Trust Co. | 0.01% | Add +0.4% | 8,681 | $253K |
| TCFG Wealth Management, LLC | 0.10% | No change | 8,652 | $252K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +3.6% | 8,647 | $252K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -6.9% | 8,612 | $251K |
| Brian Low Financial Group, LLC | 0.19% | No change | 8,530 | $248K |
| Matisse Capital | 0.11% | No change | 8,503 | $248K |
| William Howard & Co Financial Advisors Inc | 0.21% | Add +0.5% | 8,405 | $245K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 8,386 | $244K |
| Parsonex Advisory Services, Inc. | 0.17% | Reduce -0.3% | 8,367 | $244K |
| Focused Wealth Management, Inc | 0.03% | Add +0.5% | 8,296 | $242K |
| Lutz Financial Services LLC | 0.02% | No change | 8,275 | $241K |
| Tiaa Trust, National Association | 0.00% | New | 8,228 | $240K |
| Harbor Asset Planning, Inc. | 0.21% | Add +0.5% | 8,216 | $239K |
| GS Investments, Inc. | 0.12% | Add +9.4% | 8,209 | $239K |
| Advisory Alpha, LLC | 0.01% | Add +10.5% | 8,165 | $238K |
| Collective Family Office LLC | 0.06% | Add +4.5% | 8,163 | $238K |
| Penobscot Wealth Management | 0.08% | Reduce -0.0% | 8,141 | $237K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 8,131 | $237K |
| Advocate Group LLC | 0.04% | No change | 8,100 | $236K |
| AlphaCore Capital LLC | 0.01% | Add +0.3% | 8,068 | $235K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -0.0% | 8,030 | $234K |
| Legacy Solutions, LLC | 0.21% | Add +0.5% | 7,957 | $232K |
| CWA Asset Management Group, LLC | 0.01% | New | 7,927 | $231K |
| Foster Group, Inc. | 0.01% | Add +0.2% | 7,907 | $230K |
| Clark Asset Management, LLC | 0.03% | No change | 7,863 | $229K |
| HUB Investment Partners, LLC | 0.01% | Add +1.0% | 7,857 | $229K |
| G&S Capital LLC | 0.08% | Add +0.2% | 7,856 | $229K |
| One Charles Private Wealth Services, LLC | 0.06% | Reduce -15.1% | 7,854 | $229K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -21.0% | 7,836 | $228K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -12.0% | 7,831 | $228K |
| Commerce Bank | 0.00% | No change | 7,792 | $227K |
| Acorn Financial Advisory Services Inc. | 0.03% | Add +0.4% | 7,773 | $226K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 7,758 | $226K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,717 | $225K |
| Essex LLC | 0.04% | No change | 7,711 | $224K |
| Praetorian Wealth Management, Inc. | 0.05% | New | 7,709 | $224K |
| Granite Bay Wealth Management, LLC | 0.06% | Add +0.5% | 7,678 | $224K |
| Perissos Private Wealth Management, LLC | 0.16% | Add +0.3% | 7,626 | $222K |
| Signal Tree Financial Partners LLC | 0.18% | No change | 7,593 | $221K |
| KCM Investment Advisors LLC | 0.01% | Reduce -11.6% | 7,602 | $221K |
| Forum Financial Management, LP | 0.00% | New | 7,593 | $221K |
| Landaas & Co. /Wi | 0.05% | No change | 7,600 | $221K |
| Wedbush Securities Inc. | 0.01% | Add +4.5% | 7,579 | $221K |
| Vanguard Group Inc. | 0.00% | Reduce -12.4% | 7,564 | $220K |
| Colton Groome Financial Advisors, LLC | 0.07% | Reduce -0.1% | 7,509 | $219K |
| Earned Wealth Advisors, LLC | 0.04% | New | 7,460 | $217K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 7,446 | $217K |
| Synergy Financial Group, LTD | 0.15% | No change | 7,416 | $216K |
| Wedgewood Investors Inc. | 0.24% | No change | 7,389 | $215K |
| Caprock Group, LLC | 0.01% | — | 7,440 | $214K |
| Firestone Capital Management | 0.05% | Add +0.5% | 7,313 | $213K |
| HRT Financial LP | 0.00% | New | 7,304 | $212K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | No change | 7,229 | $210K |
| Belpointe Asset Management LLC | 0.01% | New | 7,224 | $210K |
| GAMMA Investing LLC | 0.01% | No change | 7,223 | $210K |
| Manning & Napier Advisors LLC | 0.00% | New | 7,200 | $210K |
| Richards, Merrill & Peterson, Inc. | 0.09% | New | 7,192 | $209K |
| Pullen Investment Management, LLC | 0.11% | New | 7,167 | $209K |
| Valmark Advisers, Inc. | 0.00% | Reduce -4.9% | 7,164 | $209K |
| Ignite Planners, LLC | 0.03% | New | 7,090 | $206K |
| Leading Edge Financial Planning LLC | 0.05% | New | 7,061 | $206K |
| Appleton Partners Inc. | 0.01% | New | 7,031 | $205K |
| CoreCap Advisors, LLC | 0.01% | Add +50.5% | 6,957 | $203K |
| First Foundation Advisors | 0.01% | New | 6,903 | $201K |
| Serenus Wealth Advisors, LLC | 0.03% | New | 6,891 | $201K |
| GoalVest Advisory LLC | 0.04% | No change | 6,873 | $200K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -16.7% | 6,765 | $197K |
| Fort Vancouver Investment Management, LLC | 0.11% | No change | 6,753 | $197K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -47.5% | 6,489 | $189K |
| Chilton Capital Management LLC | 0.01% | No change | 6,399 | $186K |
| Legacy Bridge, LLC | 0.08% | New | 6,341 | $185K |
| West Paces Advisors Inc. | 0.04% | No change | 6,300 | $183K |
| Valley National Advisers Inc. | 0.03% | Add +16.2% | 6,082 | $177K |
| Robbins Farley | 0.07% | Reduce -0.5% | 5,902 | $172K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +16.8% | 5,842 | $170K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -60.5% | 5,822 | $169K |
| Ameriflex Group, Inc. | 0.06% | Add +138.7% | 5,774 | $168K |
| Strategic Investment Solutions, Inc. | 0.04% | Reduce -7.8% | 5,492 | $160K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 5,289 | $154K |
| Costello Asset Management, INC | 0.05% | Reduce -2.4% | 5,236 | $152K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 5,005 | $146K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.2% | 4,853 | $141K |
| SouthState Bank Corp | 0.01% | Reduce -86.6% | 4,812 | $140K |
| Kennebec Savings Bank | 0.12% | Add +0.7% | 4,633 | $135K |
| Private Trust Co. NA | 0.01% | Reduce -0.5% | 4,586 | $133K |
| Missouri Trust & Investment Co | 0.04% | No change | 4,470 | $130K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 4,427 | $129K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +3.4% | 4,310 | $125K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -5.3% | 4,262 | $124K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 4,191 | $122K |
| SRH Advisors, LLC | 0.04% | No change | 4,140 | $121K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.2% | 4,111 | $120K |
| Mma Asset Management LLC | 0.04% | New | 3,737 | $109K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -4.9% | 3,506 | $102K |
| Howe & Rusling Inc. | 0.01% | Add +0.5% | 3,451 | $100K |
| KERR FINANCIAL PLANNING Corp | 0.14% | — | 3,341 | $97K |
| Crews Bank & Trust | 0.01% | No change | 3,186 | $93K |
| Root Financial Partners, LLC | 0.01% | New | 3,142 | $91K |
| Evensky & Katz LLC | 0.01% | Reduce -4.4% | 3,059 | $89K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,000 | $87K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,965 | $86K |
| Kozak & Associates, Inc. | 0.02% | Add +0.5% | 2,875 | $82K |
| Ancora Advisors LLC | 0.00% | No change | 2,769 | $81K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 2,667 | $78K |
| Versant Capital Management, Inc | 0.01% | Reduce -2.8% | 2,283 | $66K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,244 | $65K |
| Caldwell Trust Co | 0.01% | No change | 2,235 | $65K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 2,227 | $65K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,175 | $63K |
| Tsfg, LLC | 0.01% | No change | 2,088 | $61K |
| United Financial Planning Group LLC | 0.04% | — | 2,095 | $61K |
| MTM Investment Management, LLC | 0.02% | No change | 2,085 | $61K |
| JNBA Financial Advisors | 0.01% | No change | 2,067 | $60K |
| Phillips Financial Management, LLC | 0.00% | No change | 2,040 | $59K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -3.5% | 2,011 | $59K |
| Promus Capital, LLC | 0.04% | No change | 1,989 | $58K |
| Spire Wealth Management | 0.00% | Reduce -0.1% | 1,829 | $53K |
| Pflug Koory, LLC | 0.02% | Add +0.1% | 1,760 | $51K |
| REAP Financial Group, LLC | 0.01% | New | 1,654 | $48K |
| Key Financial Inc | 0.01% | No change | 1,621 | $47K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,500 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +20.4% | 1,485 | $43K |
| NWK Group, Inc. | 0.01% | No change | 1,416 | $41K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 1,409 | $41K |
| Horizons Wealth Management | 0.03% | Reduce -25.6% | 1,322 | $38K |
| Family Capital Trust Co | 0.01% | No change | 1,299 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,275 | $37K |
| Abound Wealth Management | 0.01% | Add +31.6% | 1,251 | $36K |
| Tidemark, LLC | 0.01% | No change | 1,200 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,197 | $35K |
| First Community Trust NA | 0.03% | No change | 1,188 | $35K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,170 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +1.0% | 1,109 | $32K |
| Dagco, Inc. | 0.01% | No change | 1,041 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,017 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 996 | $29K |
| Tucker Asset Management LLC | 0.01% | No change | 967 | $28K |
| DT Investment Partners, LLC | 0.00% | No change | 894 | $26K |
| JPL Wealth Management, LLC | 0.01% | New | 885 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 876 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 831 | $24K |
| Operose Advisors LLC | 0.01% | New | 789 | $23K |
| Main Street Group, LTD | 0.01% | No change | 689 | $20K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -15.0% | 678 | $20K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 660 | $19K |
| Family Legacy Financial Solutions, LLC | 0.01% | Add +0.5% | 653 | $19K |
| Winthrop Capital Management, LLC | 0.00% | No change | 612 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 591 | $17K |
| RMG Wealth Management LLC | 0.00% | No change | 545 | $16K |
| First PREMIER Bank | 0.00% | No change | 510 | $15K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +4.5% | 514 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 483 | $14K |
| Cloud Capital Management, LLC | 0.01% | New | 510 | $14K |
| Evolution Wealth Management Inc. | 0.01% | No change | 456 | $13K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.7% | 442 | $13K |
| Archer Investment Corp | 0.00% | No change | 408 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.5% | 396 | $12K |
| Stephens Consulting, LLC | 0.00% | Reduce -26.8% | 391 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -46.0% | 363 | $11K |
| Rossby Financial, LCC | 0.00% | Reduce -4.5% | 360 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 354 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 351 | $10K |
| Crewe Advisors LLC | 0.00% | Add +0.6% | 327 | $10K |
| ORG Partners LLC | 0.00% | No change | 325 | $9K |
| ROSS\JOHNSON & Associates LLC | 0.17% | Add +12.0% | 317 | $9K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 300 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 299 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -38.0% | 290 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -58.3% | 288 | $8K |
| Park Place Capital Corp | 0.00% | No change | 282 | $8K |
| Atwood & Palmer Inc. | 0.00% | New | 270 | $8K |
| LRI Investments, LLC | 0.00% | No change | 261 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 225 | $7K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 222 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 189 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +39.8% | 158 | $5K |
| Quent Capital, LLC | 0.00% | New | 153 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 135 | $4K |
| Imprint Wealth LLC | 0.01% | — | 114 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -21.3% | 100 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 99 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +100.0% | 96 | $3K |
| Rise Advisors, LLC | 0.00% | No change | 95 | $3K |
| New Millennium Group LLC | 0.00% | No change | 60 | $2K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 60 | $2K |
| 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% | Reduce -2.7% | 36 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 60 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -33.3% | 30 | $874 |
| Activest Wealth Management | 0.00% | New | 29 | $844 |
| Wolff Wiese Magana LLC | 0.00% | Reduce -33.3% | 20 | $583 |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $437 |
| Integrity Financial Corp | 0.00% | Reduce -50.0% | 9 | $262 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 5 | $138 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 3 | $87 |
"% 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.