Schwab US Large-Cap ValueSCHVETF
13F holders, Q4 2025 (December 31)933holders +65
61new positions
41sold out
4famous investors
$29.64avg. 13F price*
At the end of Q4 2025, 933 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 65 from Q3 2025. 61 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.0B). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $55.6M |
| Exits | 41 | $135.9M |
All 13F filers, Q3 2025 → Q4 2025: 18,473,464 shares bought and 11,428,063 shares sold, net +7,045,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Financial Engines Advisors L.L.C. | 2.85% | Reduce -2.2% | 50,764,107 | $1.5B |
| Sei Investments Co. | 1.34% | Add +3.2% | 45,783,122 | $1.4B |
| Mather Group, Llc. | 10.71% | Add +3.0% | 35,128,777 | $1.0B |
| Envestnet Asset Management Inc. | 0.15% | Reduce -0.5% | 16,612,123 | $491.9M |
| Osaic Holdings, Inc. | 0.50% | Reduce -3.8% | 11,602,782 | $343.6M |
| Avantax Planning Partners, Inc. | 8.44% | Add +1.1% | 10,187,907 | $301.7M |
| Mariner, LLC | 0.32% | Add +3.8% | 9,103,028 | $269.5M |
| Vantagepoint Investment Advisers LLC | 2.03% | Add +0.8% | 8,516,803 | $252.2M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.2% | 6,372,410 | $194.2M |
| Moneta Group Investment Advisors LLC | 1.06% | Reduce -0.3% | 4,721,385 | $139.8M |
| Betterment LLC | 0.23% | Reduce -3.1% | 4,117,665 | $121.9M |
| Gemmer Asset Management LLC | 8.40% | Reduce -15.0% | 3,683,118 | $109.1M |
| Cetera Investment Advisers | 0.12% | Add +20.5% | 3,614,316 | $107.0M |
| LPL Financial LLC | 0.03% | Reduce -14.0% | 3,251,539 | $96.3M |
| Savant Capital, LLC | 0.54% | Reduce -4.7% | 3,190,242 | $94.5M |
| Mokosak Advisory Group, LLC | 22.65% | Add +3.4% | 3,048,461 | $90.3M |
| Creative Planning | 0.06% | Add +281.8% | 3,029,364 | $89.7M |
| Krilogy Financial LLC | 3.00% | Add +11.1% | 2,858,209 | $88.3M |
| Rainey & Randall Wealth Advisors Inc. | 14.39% | Add +1.1% | 2,977,872 | $88.2M |
| Ameriprise Financial Inc. | 0.02% | Add +84.8% | 2,790,900 | $82.5M |
| Morgan Stanley | 0.00% | Add +5.8% | 2,766,550 | $81.9M |
| HighTower Advisors, LLC | 0.09% | Add +1.6% | 2,657,036 | $78.7M |
| UBS Group AG | 0.01% | Reduce -1.1% | 2,476,800 | $73.3M |
| Compound Planning, Inc. | 1.83% | Add +0.1% | 2,093,243 | $62.0M |
| Cooper Financial Group | 6.49% | Add +5.1% | 2,061,521 | $61.0M |
| Exchange Traded Concepts, LLC | 0.50% | Add +11.4% | 2,035,286 | $60.3M |
| Bank of America Corp. | 0.00% | Add +4.0% | 1,896,836 | $56.2M |
| CX Institutional | 1.63% | Reduce -2.1% | 1,848,372 | $54.7M |
| Summit Wealth & Retirement Planning, Inc. | 11.90% | Add +2.5% | 1,707,367 | $50.6M |
| GenWealth Group, Inc. | 8.56% | Add +6.6% | 1,647,900 | $50.2M |
| United Capital Financial Advisors, LLC | 0.30% | Reduce -1.6% | 1,663,283 | $49.2M |
| Focus Partners Advisor Solutions, LLC | 0.60% | Reduce -7.5% | 1,646,493 | $48.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +129.9% | 1,379,908 | $41.0M |
| Black Diamond Financial, LLC | 4.26% | Add +7.1% | 1,366,132 | $40.5M |
| HRC Wealth Management, LLC | 18.25% | Reduce -0.3% | 1,287,146 | $38.1M |
| Dravo Bay LLC | 15.81% | Add +4.4% | 1,284,821 | $38.0M |
| Brady Martz Wealth Solutions, LLC | 6.41% | Reduce -9.0% | 1,228,737 | $36.4M |
| MIdWestOne Financial Group, Inc. | 3.91% | Add +3.4% | 1,189,268 | $35.2M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +3.5% | 1,186,424 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 1,185,247 | $35.1M |
| Summit Asset Management, LLC | 4.92% | Add +5.7% | 1,175,473 | $34.8M |
| XML Financial, LLC | 2.80% | Reduce -4.9% | 1,160,962 | $34.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +0.8% | 1,158,529 | $34.3M |
| Ballast Advisors LLC | 9.27% | Reduce -1.2% | 1,135,506 | $33.6M |
| Veery Capital, LLC | 10.32% | Add +0.1% | 1,135,273 | $33.6M |
| Northern Capital Management, Inc. | 17.38% | Reduce -2.6% | 1,110,791 | $32.9M |
| FAS Wealth Partners, Inc. | 2.11% | Reduce -1.6% | 1,100,145 | $32.6M |
| Midwest Trust Co | 0.41% | Add +18.9% | 1,096,794 | $32.5M |
| MML Investors Services, LLC | 0.08% | Add +24.0% | 1,065,707 | $31.6M |
| Dodds Wealth, LLC | 7.72% | Reduce -3.1% | 1,063,270 | $31.5M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -3.7% | 1,041,603 | $30.8M |
| Financial Advisors Network, Inc. | 4.22% | Add +5.6% | 1,038,992 | $30.8M |
| GHP Investment Advisors, Inc. | 1.23% | Add +0.5% | 1,006,308 | $29.8M |
| MAI Capital Management | 0.17% | Add +1.3% | 1,006,075 | $29.8M |
| World Investment Advisors | 0.48% | Add +628.0% | 980,974 | $29.0M |
| Ally Invest Advisors Inc. | 1.95% | Add +2.5% | 952,375 | $28.2M |
| Cerity Partners LLC | 0.04% | Reduce -1.3% | 944,145 | $28.0M |
| Tradition Wealth Management, LLC | 1.99% | Reduce -0.8% | 934,474 | $27.7M |
| Serenity Investment Advisors | 15.72% | — | 886,107 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 878,859 | $26.0M |
| Global Retirement Partners, LLC | 0.46% | Add +922.2% | 875,261 | $25.9M |
| Persium Advisors, LLC | 18.27% | Add +2.9% | 845,184 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Add +52.7% | 842,188 | $24.9M |
| KRM Wealth Management L.L.C. | 13.04% | — | 803,337 | $23.8M |
| Merit Financial Group, LLC | 0.19% | Reduce -1.5% | 802,671 | $23.8M |
| Sage Financial Group Inc. | 1.53% | Add +0.3% | 781,637 | $23.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +15.0% | 772,039 | $22.9M |
| Meriwether Wealth & Planning, LLC | 12.75% | Add +3.8% | 763,768 | $22.6M |
| Noble Family Wealth, LLC | 4.55% | Reduce -0.5% | 729,490 | $21.6M |
| Focus Financial Network, Inc. | 0.74% | Reduce -3.5% | 714,681 | $21.2M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -8.8% | 708,702 | $21.0M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 702,454 | $20.8M |
| USAdvisors Wealth Management, LLC | 6.83% | Add +10.0% | 700,116 | $20.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -3.1% | 697,653 | $20.7M |
| Ethos Financial Group, LLC | 1.50% | Add +0.9% | 682,207 | $20.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.98% | Add +4.7% | 680,325 | $20.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 672,855 | $19.9M |
| Seneca Financial Advisors LLC | 5.88% | Add +2.9% | 652,944 | $19.3M |
| LCNB Corp. | 6.48% | Reduce -0.0% | 652,830 | $19.3M |
| Focus Partners Wealth | 0.02% | Add +139.8% | 651,288 | $19.3M |
| Captrust Financial Advisors | 0.04% | Reduce -0.9% | 650,150 | $19.3M |
| Cornerstone Wealth Advisors, Inc. | 4.33% | Add +5.2% | 628,884 | $18.6M |
| Denver PWM, LLC | 6.12% | No change | 661,822 | $18.3M |
| Perigon Wealth Management, LLC | 0.33% | Add +1.9% | 613,657 | $18.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +3.2% | 607,977 | $18.0M |
| Northeast Financial Group, Inc. | 4.51% | Add +2.7% | 606,420 | $18.0M |
| Garde Capital, Inc. | 1.06% | Reduce -1.2% | 603,074 | $17.9M |
| Mutual Advisors, LLC | 0.38% | Reduce -1.2% | 599,323 | $17.7M |
| Cape Investment Advisory, Inc. | 5.44% | Add +5799.9% | 597,832 | $17.7M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.8% | 585,383 | $17.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.42% | Add +7.1% | 553,330 | $16.4M |
| Seek First Inc. | 11.04% | Add +1.5% | 540,874 | $16.0M |
| Payne Capital Management, LLC | 4.95% | Add +4.3% | 529,661 | $15.7M |
| Global Strategic Investment Solutions, LLC | 1.53% | Reduce -1.3% | 527,995 | $15.6M |
| Farther Finance Advisors, LLC | 0.16% | Add +27.3% | 507,880 | $15.0M |
| Martel Wealth Advisors LLC | 2.52% | Reduce -1.0% | 498,411 | $14.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.5% | 485,323 | $14.4M |
| YANKCOM Partnership | 5.92% | Add +4.6% | 470,368 | $13.9M |
| rebel Financial LLC | 5.93% | Add +0.0% | 468,644 | $13.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +25.6% | 435,362 | $12.9M |
| Peak Wealth Management LLC | 10.59% | — | 427,656 | $12.7M |
| Investor's Fiduciary Advisor Network, LLC | 2.71% | New | 426,852 | $12.6M |
| Bogart Wealth, LLC | 0.51% | Add +0.1% | 426,712 | $12.6M |
| Goepper Burkhardt LLC | 4.11% | Reduce -1.6% | 425,609 | $12.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.04% | Reduce -0.5% | 408,908 | $12.1M |
| Sunbelt Securities, Inc. | 0.81% | Add +89.8% | 408,347 | $12.1M |
| Allworth Financial LP | 0.05% | Reduce -2.2% | 407,361 | $12.1M |
| Rwa Wealth Partners, LLC | 0.13% | Reduce -2.0% | 389,535 | $11.5M |
| Cwm, LLC | 0.03% | Add +180.2% | 387,372 | $11.5M |
| James J. Burns & Company, LLC | 1.58% | Add +0.8% | 386,593 | $11.4M |
| Gill Capital Partners, LLC | 3.46% | Reduce -1.6% | 385,600 | $11.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Reduce -0.8% | 383,747 | $11.4M |
| Integrated Advisors Network LLC | 0.48% | Reduce -3.6% | 362,965 | $10.7M |
| Diversified Portfolios, Inc. | 0.88% | Reduce -8.2% | 355,790 | $10.5M |
| Opes Wealth Management LLC | 1.75% | Add +0.6% | 347,283 | $10.3M |
| Bishop & Co Investment Management, LLC | 3.37% | Reduce 0.0% | 343,273 | $10.2M |
| WealthShield Partners, LLC | 1.11% | Reduce -2.1% | 341,425 | $10.1M |
| Fiduciary Alliance LLC | 0.65% | Reduce -0.1% | 334,913 | $9.9M |
| Harbor Group, Inc. | 1.47% | Reduce -0.1% | 332,195 | $9.8M |
| White Pine Investment CO | 2.29% | Add +0.7% | 328,528 | $9.7M |
| CDKV Holdings LLC | 8.02% | — | 323,931 | $9.6M |
| Independent Solutions Wealth Management, LLC | 1.70% | Reduce -1.2% | 313,096 | $9.3M |
| HBK Sorce Advisory LLC | 0.21% | Reduce -0.6% | 288,335 | $9.3M |
| Friday Financial | 3.24% | Add +12.3% | 310,266 | $9.2M |
| Capital Squared Financial LLC | 7.06% | Add +5.4% | 305,884 | $9.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.98% | Reduce -0.4% | 292,319 | $8.7M |
| Thrive Wealth Management, LLC | 1.27% | Add +2.5% | 291,573 | $8.6M |
| Councilor Wealth, LLC | 3.97% | Reduce -7.5% | 283,449 | $8.4M |
| Christensen, King & Associates Investment Services, Inc. | 3.57% | Add +0.7% | 282,804 | $8.4M |
| Game Plan Financial Advisors, LLC | 3.63% | Reduce -2.4% | 255,622 | $8.3M |
| Visionary Wealth Advisors | 0.37% | Add +18.8% | 279,711 | $8.3M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +0.9% | 277,220 | $8.2M |
| Weinberger Asset Management, Inc | 2.95% | Reduce -6.4% | 276,119 | $8.2M |
| SteelPeak Wealth, LLC | 0.27% | New | 275,642 | $8.2M |
| Courage Miller Partners, LLC | 2.43% | Reduce -1.2% | 271,995 | $8.1M |
| Ackerman Capital Advisors, LLC | 1.57% | Reduce -36.4% | 263,728 | $7.8M |
| Per Stirling Capital Management, LLC. | 0.87% | Add +3.2% | 262,094 | $7.8M |
| Berkshire Asset Management LLC | 0.33% | Add +7.4% | 256,676 | $7.6M |
| Plus Group Wealth Advisors LLC | 8.38% | — | 255,245 | $7.6M |
| Gladstone Institutional Advisory LLC | 0.28% | Add +0.2% | 253,720 | $7.5M |
| Brookstone Capital Management | 0.09% | Reduce -4.9% | 250,995 | $7.4M |
| Cathy Pareto & Associates, Inc. | 5.05% | Add +21.3% | 245,780 | $7.3M |
| Savvy Advisors, Inc. | 0.23% | Add +17.2% | 244,641 | $7.2M |
| Baring Financial LLC | 4.18% | New | 231,950 | $6.9M |
| US Bancorp \de | 0.01% | Reduce -10.9% | 229,945 | $6.8M |
| FMR LLC | 0.00% | Add +5.5% | 226,204 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +7.5% | 225,832 | $6.7M |
| Cresset Asset Management, LLC | 0.03% | Add +2.2% | 221,950 | $6.6M |
| Lowery Thomas, LLC | 3.71% | Reduce -0.8% | 221,889 | $6.6M |
| ProVise Management Group, LLC | 0.47% | Reduce -1.0% | 221,070 | $6.5M |
| Cadence Wealth Management LLC | 3.16% | Add +6.2% | 221,059 | $6.5M |
| Panoramic Investment Advisors, LLC | 3.54% | Add +1.9% | 220,061 | $6.5M |
| Sun Financial Inc | 3.63% | — | 219,992 | $6.5M |
| Curtis Advisory Group, LLC | 1.35% | Add +7.4% | 217,320 | $6.4M |
| Ifrah Financial Services, Inc. | 1.65% | Reduce -0.1% | 216,543 | $6.4M |
| Paces Ferry Wealth Advisors, LLC | 2.57% | Reduce -1.2% | 213,781 | $6.3M |
| Valpey Financial Services, LLC | 3.99% | Add +1.8% | 211,120 | $6.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +0.4% | 209,227 | $6.2M |
| Avant Capital LLC | 4.23% | Add +2.3% | 208,309 | $6.2M |
| Arnold Financial Planning LLC | 6.34% | — | 207,609 | $6.1M |
| Glassman Wealth Services | 0.82% | No change | 205,333 | $6.1M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 203,138 | $6.0M |
| Columbus Macro, LLC | 0.65% | Reduce -12.8% | 201,872 | $6.0M |
| Summit Financial, LLC | 0.09% | Add +2.0% | 201,351 | $6.0M |
| Petra Financial Advisors Inc. | 3.48% | Reduce -3.6% | 200,546 | $5.9M |
| Lighthouse Wealth Management Inc. | 4.05% | Add +8.1% | 200,153 | $5.9M |
| Brand Asset Management Group, Inc. | 1.65% | Reduce -7.6% | 199,582 | $5.9M |
| Pure Portfolios Holdings LLC | 1.77% | Add +0.6% | 198,395 | $5.9M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -23.4% | 196,333 | $5.8M |
| SpringVest Wealth Management LLC | 3.96% | Add +0.5% | 191,684 | $5.7M |
| Florida Financial Advisors, LLC | 1.53% | Reduce -0.4% | 190,559 | $5.6M |
| Werba Rubin Papier Wealth Management | 1.52% | Reduce -5.1% | 189,715 | $5.6M |
| Cahill Financial Advisors Inc. | 0.61% | Add +2.1% | 189,046 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Add +279.7% | 188,450 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | — | 186,219 | $5.5M |
| Capital Advisors Wealth Management, LLC | 0.74% | Add +2.6% | 182,749 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +338.8% | 182,695 | $5.4M |
| Westbourne Investment Advisors, Inc. | 1.49% | Add +5.1% | 182,615 | $5.4M |
| Main Street Financial Solutions, LLC | 0.40% | Reduce -2.9% | 182,431 | $5.4M |
| Leeward Financial Partners, LLC | 1.48% | Reduce -0.8% | 177,656 | $5.3M |
| Rinkey Investments | 1.32% | No change | 175,707 | $5.2M |
| Apex Wealth Management, LLC | 5.25% | Add +7.6% | 166,898 | $5.2M |
| Shepherd Kaplan Krochuk, LLC | 4.25% | Reduce -8.4% | 173,917 | $5.1M |
| Grey Fox Wealth Advisors, LLC | 1.05% | Reduce -5.1% | 172,431 | $5.1M |
| Meridian Wealth Management, LLC | 0.18% | Add +4.8% | 171,739 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +45.8% | 168,482 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +2.6% | 164,492 | $4.9M |
| New Hampshire Trust | 0.94% | Add +100.9% | 163,773 | $4.8M |
| SeaCrest Wealth Management, LLC | 0.49% | Reduce -1.4% | 160,813 | $4.8M |
| Brown Wealth Management, LLC | 1.26% | Add +5.5% | 161,510 | $4.8M |
| Embree Financial Group | 0.58% | Reduce -3.2% | 160,514 | $4.8M |
| Dakota Wealth Management | 0.08% | Add +1.6% | 160,365 | $4.7M |
| Coastwise Capital Group, LLC | 2.42% | Add +1.7% | 158,016 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.8% | 157,532 | $4.7M |
| Newman Dignan & Sheerar, Inc. | 0.97% | Reduce -0.5% | 156,883 | $4.6M |
| One Capital Management, LLC | 0.14% | Reduce -15.7% | 156,831 | $4.6M |
| Retirement Investment Advisors, Inc. | 0.37% | Add +7.8% | 155,871 | $4.6M |
| Golden Bell Financial Planning LLC | 3.76% | Reduce -1.9% | 152,569 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.2% | 150,343 | $4.5M |
| Warner Financial, Inc. | 1.54% | Add +5.6% | 149,899 | $4.4M |
| KPP Advisory Services LLC | 0.63% | Add +11.0% | 145,899 | $4.3M |
| Blue Bell Private Wealth Management, LLC | 0.63% | Add +2.2% | 145,228 | $4.3M |
| OneAscent Financial Services LLC | 0.39% | Add +5.2% | 144,180 | $4.3M |
| CFG Wealth Management Services, Inc. | 4.01% | — | 143,715 | $4.3M |
| Affinity Capital Advisors, LLC | 0.59% | Reduce -3.8% | 143,014 | $4.2M |
| DDD Partners, LLC | 0.27% | Add +3.5% | 141,851 | $4.2M |
| Nadler Financial Group, Inc. | 0.39% | Reduce -1.1% | 141,719 | $4.2M |
| Sightline Wealth Advisors, LLC | 1.79% | Add +980.2% | 141,464 | $4.2M |
| LifePlan Investment Advisors, Inc. | 1.63% | Add +1.7% | 134,753 | $4.0M |
| RKL Wealth Management LLC | 0.32% | Reduce -4.2% | 133,347 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.19% | Reduce -0.4% | 133,246 | $3.9M |
| BCS Wealth Management | 0.39% | Add +84.6% | 131,958 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 129,316 | $3.8M |
| Everhart Financial Group, Inc. | 0.35% | Reduce -20.6% | 129,225 | $3.8M |
| Vise Technologies, Inc. | 0.07% | Add +20.0% | 128,792 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +216.5% | 128,457 | $3.8M |
| Brandywine Oak Private Wealth LLC | 0.32% | No change | 127,211 | $3.8M |
| Modera Wealth Management, LLC | 0.04% | Reduce -0.1% | 125,498 | $3.7M |
| North Star Asset Management Inc. | 0.15% | Add +5.7% | 125,136 | $3.7M |
| Cassady Wealth & Retirement Planning, LLC | 2.39% | — | 124,023 | $3.7M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -2.2% | 123,576 | $3.7M |
| Barden Capital Management, Inc. | 3.00% | Add +7.2% | 123,435 | $3.7M |
| Diversified Enterprises, LLC | 0.21% | Add +28.0% | 120,722 | $3.6M |
| NewEdge Wealth, LLC | 0.04% | Add +27.5% | 120,466 | $3.6M |
| Certuity, LLC | 0.22% | Add +71.0% | 120,104 | $3.6M |
| Apriem Advisors | 0.32% | Reduce -7.2% | 118,825 | $3.5M |
| Joseph Group Capital Management | 0.91% | Reduce -4.2% | 116,824 | $3.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 116,607 | $3.5M |
| Allen Capital Group, LLC | 0.31% | Add +9.4% | 113,821 | $3.4M |
| American Financial & Tax Strategies Inc. | 1.68% | Reduce -16.5% | 113,800 | $3.4M |
| Leavell Investment Management, Inc. | 0.14% | Reduce -6.0% | 113,397 | $3.4M |
| Lido Advisors, LLC | 0.01% | Add +15.1% | 113,320 | $3.3M |
| Altus Wealth Group LLC | 1.31% | Reduce -10.9% | 110,799 | $3.3M |
| IVC Wealth Advisors LLC | 1.42% | Add +2.4% | 110,052 | $3.3M |
| Cypress Financial Planning LLC | 0.91% | New | 109,891 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Add +1.1% | 105,619 | $3.1M |
| Compass Advisory Group LLC | 0.84% | Add +1.3% | 105,234 | $3.1M |
| Arbor Trust Wealth Advisors, LLC | 1.36% | Add +0.3% | 104,919 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -4.8% | 104,909 | $3.1M |
| Mill Creek Capital Advisors, LLC | 0.06% | Reduce -35.2% | 104,285 | $3.1M |
| Woodmont Investment Counsel LLC | 0.19% | Add +0.2% | 104,277 | $3.1M |
| Choreo, LLC | 0.04% | Add +0.6% | 103,457 | $3.1M |
| AQR Capital Management | 0.00% | Add +76.7% | 102,806 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.3% | 102,484 | $3.0M |
| ZynergyRetirementPlanningLLC | 1.86% | Reduce -0.2% | 101,806 | $3.0M |
| Ameritas Advisory Services, LLC | 0.11% | Add +1617.5% | 99,991 | $3.0M |
| Steele Capital Management, Inc. | 0.13% | Reduce -7.5% | 99,976 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +17.3% | 96,968 | $2.9M |
| Corient Private Wealth LP | 0.00% | Add +30.1% | 96,630 | $2.9M |
| Unique Wealth, LLC | 0.40% | Reduce -1.2% | 96,583 | $2.9M |
| Murphy & Mullick Capital Management Corp | 2.05% | Add +0.8% | 96,125 | $2.8M |
| Silver Oak Securities, Incorporated | 0.19% | Add +90.9% | 94,018 | $2.8M |
| M3 Advisory Group, LLC | 1.69% | Add +0.3% | 93,527 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -9.3% | 91,593 | $2.7M |
| Broadview Financial Management, LLC | 1.80% | Add +0.5% | 90,704 | $2.7M |
| Evoke Wealth, LLC | 0.05% | No change | 88,290 | $2.6M |
| Cambridge Financial Group, LLC | 0.90% | Add +8.3% | 95,145 | $2.6M |
| Clearstead Advisors, LLC | 0.03% | Add +3.2% | 85,324 | $2.5M |
| Fagan Associates, Inc. | 0.33% | Reduce -2.0% | 84,785 | $2.5M |
| Apella Capital, LLC | 0.05% | Reduce -0.4% | 84,502 | $2.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.72% | Reduce -0.2% | 83,962 | $2.5M |
| Amicus Financial Advisors, LLC | 0.69% | — | 83,891 | $2.5M |
| Tortoise Investment Management, LLC | 0.22% | Reduce -0.9% | 83,497 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -0.0% | 82,893 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -2.0% | 82,634 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +62.4% | 82,518 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +14.0% | 81,419 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Reduce -3.0% | 80,452 | $2.4M |
| Wilkins Miller Wealth Management, LLC | 1.41% | Add +1.7% | 80,195 | $2.4M |
| Pinnacle Family Advisors, LLC | 1.04% | Reduce -1.3% | 80,002 | $2.4M |
| Weaver Capital Management LLC | 0.50% | Reduce -3.2% | 79,726 | $2.4M |
| Riversedge Advisors, LLC | 0.38% | Add +0.5% | 79,239 | $2.3M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -0.3% | 79,106 | $2.3M |
| Secure Asset Management, LLC | 0.37% | Add +50.4% | 78,846 | $2.3M |
| AE Wealth Management LLC | 0.01% | Reduce -13.3% | 78,341 | $2.3M |
| Elgethun Capital Management | 0.40% | Add +3.6% | 78,257 | $2.3M |
| Quantum Portfolio Management LLC | 1.01% | Reduce -60.9% | 77,349 | $2.3M |
| Regal Investment Advisors LLC | 0.14% | Reduce -0.5% | 76,572 | $2.3M |
| Berger Financial Group, Inc | 0.13% | Add +5.0% | 75,759 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -2.7% | 75,726 | $2.2M |
| Aspen Grove Capital, LLC | 0.39% | Reduce -1.6% | 75,672 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +7.7% | 165,559 | $2.2M |
| Financial Strategies Group, Inc. | 0.40% | Reduce -1.3% | 72,183 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -8.8% | 73,252 | $2.2M |
| Myecfo, LLC | 0.92% | Add +5.4% | 72,940 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +130.1% | 72,774 | $2.2M |
| Bcwm, LLC | 0.63% | Add +4.4% | 71,313 | $2.1M |
| Duncker Streett & Co. Inc. | 0.37% | Add +0.3% | 71,185 | $2.1M |
| Monetary Solutions, Ltd | 2.05% | — | 70,176 | $2.1M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.1% | 69,324 | $2.1M |
| Twin Cities Retirement Group LLC | 1.94% | — | 68,004 | $2.0M |
| Asset Dedication, LLC | 0.13% | Reduce -6.3% | 67,883 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 67,373 | $2.0M |
| Emerald Advisors, LLC | 0.27% | Reduce -0.0% | 67,095 | $2.0M |
| Lederer & Associates Investment Counsel | 1.33% | Reduce -0.1% | 66,702 | $2.0M |
| Retirement Planning Group, LLC | 0.06% | Reduce -0.9% | 65,782 | $1.9M |
| Asset One Wealth Management LLC | 0.27% | — | 62,082 | $1.9M |
| Clear Retirement Advice LLC | 1.50% | — | 61,245 | $1.9M |
| Sax Wealth Advisors, LLC | 0.09% | Add +97.4% | 64,958 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.3% | 64,591 | $1.9M |
| Zacks Investment Management | 0.01% | Add +39.5% | 64,347 | $1.9M |
| Nalls Sherbakoff Group, LLC | 1.37% | Reduce -17.3% | 64,282 | $1.9M |
| Index Technologies Group LLC | 1.97% | — | 63,639 | $1.9M |
| Composition Wealth, LLC | 0.03% | Add +0.0% | 63,366 | $1.9M |
| Stewardship Advisors, LLC | 0.43% | Add +3.3% | 63,073 | $1.9M |
| Net Worth Advisory Group | 0.38% | New | 62,942 | $1.9M |
| IFP Advisors, Inc | 0.04% | Reduce -2.3% | 62,782 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.21% | Reduce -0.3% | 62,255 | $1.8M |
| Ritholtz Wealth Management | 0.03% | Reduce -3.9% | 61,074 | $1.8M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -21.2% | 60,812 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.7% | 60,576 | $1.8M |
| CGN Advisors LLC | 0.14% | Add +3.8% | 60,538 | $1.8M |
| Avity Investment Management Inc. | 0.12% | No change | 60,036 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +0.1% | 58,560 | $1.7M |
| K2 Financial Inc. | 1.34% | Add +3.0% | 56,962 | $1.7M |
| SIMA Wealth Partners, LLC | 1.31% | Reduce -9.3% | 57,981 | $1.7M |
| Schaeffer Financial LLC | 1.47% | Reduce -41.1% | 57,020 | $1.7M |
| Maia Wealth LLC | 0.29% | Add +0.9% | 52,649 | $1.7M |
| Aspiriant, LLC | 0.05% | Add +10.5% | 55,809 | $1.7M |
| Bigelow Investment Advisors, LLC | 0.64% | Reduce -6.3% | 55,547 | $1.6M |
| Eagle Harbor Asset Management Inc. | 1.36% | Reduce -5.3% | 55,314 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +11.8% | 54,989 | $1.6M |
| GW Henssler & Associates Ltd. | 0.08% | Add +3.5% | 54,883 | $1.6M |
| Monograph Wealth Advisors, LLC | 0.16% | No change | 54,608 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +207.2% | 53,509 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +140.0% | 53,322 | $1.6M |
| Money Concepts Capital Corp. | 0.09% | Add +12.1% | 53,194 | $1.6M |
| Csenge Advisory Group | 0.07% | Reduce -4.0% | 52,649 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.60% | Add +20.5% | 48,561 | $1.6M |
| ETF Store, Inc. | 1.58% | Add +1.6% | 52,307 | $1.5M |
| Ballast Financial Advisors LLC | 1.59% | — | 52,155 | $1.5M |
| Keel Point, LLC | 0.09% | Reduce -6.3% | 51,458 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.4% | 51,302 | $1.5M |
| Retirement Guys Formula LLC | 0.68% | Reduce -81.8% | 50,469 | $1.5M |
| Sovran Advisors, LLC | 0.13% | Add +64.8% | 48,307 | $1.5M |
| William Mack & Associates, Inc. | 0.70% | Reduce -0.5% | 49,985 | $1.5M |
| Keb Asset Management, LLC | 0.29% | Add +0.6% | 49,013 | $1.5M |
| Continuum Advisory, LLC | 0.14% | Add +1.8% | 48,714 | $1.4M |
| Long Island Wealth Management, Inc. | 0.68% | Add +2.0% | 48,569 | $1.4M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -1.5% | 48,194 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.1% | 47,704 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -68.0% | 47,600 | $1.4M |
| Kiley Juergens Wealth Management, LLC | 0.31% | Add +8.4% | 47,562 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +18.8% | 47,496 | $1.4M |
| Kelly Financial Group LLC | 0.36% | Reduce -2.3% | 47,440 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -42.7% | 47,386 | $1.4M |
| BCGM Wealth Management, LLC | 0.36% | Add +2.7% | 47,323 | $1.4M |
| Whitener Capital Management, Inc. | 0.32% | Reduce -1.7% | 47,051 | $1.4M |
| Meramec Financial Planners, LLC | 0.54% | — | 43,255 | $1.4M |
| SOL Capital Management CO | 0.12% | Add +1.0% | 46,889 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -1.1% | 46,860 | $1.4M |
| United Advisor Group, LLC | 0.18% | Add +3.7% | 46,652 | $1.4M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.0% | 46,434 | $1.4M |
| Creekside Partners | 0.58% | Add +0.4% | 46,010 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +13.1% | 45,683 | $1.4M |
| True North Advisors, LLC | 0.17% | New | 45,641 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +34.7% | 43,844 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.0% | 45,347 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.0% | 44,981 | $1.3M |
| Seed Wealth Management, Inc. | 0.92% | Reduce -0.2% | 44,930 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.2% | 44,820 | $1.3M |
| Condor Capital Management | 0.11% | Add +0.0% | 44,115 | $1.3M |
| Van Strum & Towne Inc. | 0.36% | Add +22.1% | 43,678 | $1.3M |
| JMG Financial Group, Ltd. | 0.04% | Add +0.0% | 42,933 | $1.3M |
| Vanguard Capital Wealth Advisors | 1.02% | Add +0.8% | 42,866 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.78% | Reduce -10.9% | 42,817 | $1.3M |
| L2 Asset Management, LLC | 0.17% | Add +61.8% | 42,731 | $1.3M |
| IMA Advisory Services, Inc. | 0.12% | No change | 42,558 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Add +1.0% | 42,553 | $1.3M |
| Gradient Capital Advisors, LLC | 0.32% | Reduce -0.4% | 42,527 | $1.3M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -0.7% | 42,186 | $1.2M |
| First County Bank | 0.65% | Add +4.2% | 41,548 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -82.1% | 41,548 | $1.2M |
| Tactive Advisors, LLC | 0.36% | Add +16.5% | 41,273 | $1.2M |
| Haverford Trust Co | 0.01% | Add +0.9% | 41,083 | $1.2M |
| Knuff & Co LLC | 0.35% | No change | 40,438 | $1.2M |
| Wedmont Private Capital | 0.04% | Add +134.3% | 39,580 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Add +78.4% | 40,053 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.9% | 39,882 | $1.2M |
| Comerica Bank | 0.00% | Add +61.6% | 39,846 | $1.2M |
| Wealthspire Retirement, LLC | 0.07% | Reduce -4.3% | 39,086 | $1.2M |
| Enclave Advisors LLC | 0.16% | Add +40.9% | 38,881 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.19% | Add +0.6% | 38,760 | $1.1M |
| John Boyer, Inc. | 1.16% | Add +0.5% | 38,554 | $1.1M |
| Athena Investment Management | 0.58% | No change | 38,510 | $1.1M |
| Waterford Advisors, LLC | 0.45% | Reduce -76.7% | 34,807 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -2.5% | 38,378 | $1.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.59% | — | 38,370 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -8.2% | 38,122 | $1.1M |
| Hoey Investments, Inc. | 0.15% | Reduce -0.1% | 37,951 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +1.8% | 37,724 | $1.1M |
| SCS Capital Management LLC | 0.01% | Reduce -36.4% | 37,472 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +17.5% | 37,353 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Add +0.4% | 35,652 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.25% | — | 36,312 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.5% | 35,902 | $1.1M |
| Nwam LLC | 0.06% | Reduce -3.2% | 35,575 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.09% | New | 35,130 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +0.5% | 34,883 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.17% | Add +1.9% | 34,600 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 34,200 | $1.0M |
| Thayer Financial, L.L.C. | 1.07% | — | 34,092 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.28% | Reduce -0.7% | 34,080 | $1.0M |
| New Republic Capital, LLC | 0.27% | New | 34,046 | $1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 33,886 | $1.0M |
| Chesapeake Wealth Management | 0.30% | Reduce -4.2% | 33,885 | $1.0M |
| Smartleaf Asset Management LLC | 0.04% | Add +43.5% | 33,385 | $996K |
| Hidden Cove Wealth Management, LLC | 0.64% | Reduce -2.5% | 33,204 | $983K |
| Verum Partners LLC | 0.20% | Reduce -0.8% | 33,104 | $980K |
| HUB Investment Partners, LLC | 0.03% | Add +321.3% | 33,099 | $980K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -10.0% | 33,061 | $979K |
| WBH Advisory Inc. | 0.07% | Add +8.4% | 33,002 | $977K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -3.1% | 32,903 | $974K |
| Bfsg, LLC | 0.09% | Reduce -0.9% | 32,660 | $967K |
| Koesten, Hirschmann & Crabtree, INC. | 0.48% | Reduce -24.0% | 32,644 | $967K |
| ARK & TLK Investments, LLC | 0.27% | No change | 32,559 | $964K |
| Atlas Wealth Partners, LLC | 1.06% | Reduce -0.4% | 32,439 | $961K |
| Kovack Advisors, Inc. | 0.05% | Reduce -7.8% | 32,215 | $954K |
| Signaturefd, LLC | 0.01% | Reduce -43.8% | 32,094 | $950K |
| Lodestar Private Asset Management LLC | 0.10% | Add +0.0% | 31,968 | $947K |
| Partners Wealth Management, LLC | 0.99% | Reduce -2.5% | 31,883 | $944K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.8% | 31,633 | $937K |
| Indivisible Partners | 0.10% | — | 31,385 | $929K |
| Red Door Wealth Management, LLC | 0.10% | Add +0.2% | 31,358 | $929K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -0.3% | 31,302 | $927K |
| Sachetta, LLC | 0.50% | Reduce -0.8% | 30,746 | $910K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -6.3% | 30,251 | $896K |
| CM Wealth Advisors LLC | 0.20% | No change | 30,066 | $890K |
| Old National Bancorp | 0.01% | Reduce -6.0% | 29,908 | $886K |
| Argos Wealth Advisors, LLC | 0.24% | — | 29,844 | $884K |
| D.A. Davidson & Co. | 0.01% | No change | 29,818 | $883K |
| Westbourne Investments, Inc. | 0.41% | Reduce -2.5% | 29,793 | $882K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | No change | 29,725 | $880K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.0% | 29,664 | $878K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Add +0.7% | 29,516 | $873K |
| Kelleher Financial Advisors | 0.20% | No change | 29,220 | $865K |
| Joule Financial, LLC | 0.26% | Reduce -24.4% | 29,205 | $865K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -4.4% | 29,193 | $864K |
| HHM Wealth Advisors, LLC | 0.10% | Add +18.7% | 29,124 | $862K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -20.2% | 29,089 | $861K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +3.1% | 28,802 | $853K |
| Bernardo Wealth Planning LLC | 0.16% | Add +0.2% | 28,791 | $853K |
| Ironwood Financial, llc | 0.14% | Reduce -3.5% | 27,705 | $850K |
| Greenleaf Trust | 0.01% | No change | 28,650 | $848K |
| Bank of Montreal | 0.00% | Add +13.2% | 28,292 | $838K |
| Park Avenue Securities LLC | 0.01% | Add +1.5% | 28,255 | $837K |
| WPG Advisers, LLC | 0.62% | Add +0.3% | 28,196 | $835K |
| UMB Bank, n.a. | 0.01% | Add +6.4% | 28,134 | $833K |
| Qube Research & Technologies Ltd | 0.00% | Add +582.4% | 28,053 | $831K |
| Kathmere Capital Management, LLC | 0.06% | Add +0.3% | 27,986 | $829K |
| Santori & Peters, Inc. | 0.28% | Add +0.2% | 27,762 | $822K |
| Biltmore Family Office, LLC | 0.11% | No change | 27,546 | $816K |
| TBH Global Asset Management, LLC | 0.13% | Add +160.1% | 28,793 | $786K |
| Piedmont Capital Management, LLC | 0.52% | — | 26,550 | $786K |
| Everett Harris & Co. | 0.01% | Add +1.5% | 26,394 | $782K |
| Well Done, LLC | 0.12% | No change | 26,265 | $778K |
| NorthStar Asset Management LLC | 0.35% | Add +0.5% | 26,210 | $776K |
| Visionary Horizons, LLC | 0.40% | Add +68.9% | 26,173 | $775K |
| Principal Securities, Inc. | 0.01% | Add +7.5% | 26,126 | $774K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.5% | 25,699 | $761K |
| Marquette Asset Management, LLC | 0.11% | Reduce -10.8% | 25,654 | $760K |
| Robinson Smith Wealth Advisors LLC | 0.51% | No change | 25,450 | $754K |
| Smart Portfolios, LLC | 0.75% | No change | 25,345 | $750K |
| Birchwood Financial Partners, Inc. | 0.73% | — | 24,990 | $740K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.6% | 24,706 | $732K |
| Burkett Financial Services, LLC | 0.25% | Reduce -12.8% | 24,591 | $728K |
| Mayfair Advisory Group, LLC | 0.28% | Add +0.6% | 24,283 | $726K |
| Blueprint Investment Partners LLC | 0.08% | No change | 24,456 | $724K |
| Fortitude Advisory Group L.L.C. | 0.31% | Add +1.8% | 24,417 | $723K |
| Hancock Whitney Corp. | 0.01% | New | 24,277 | $719K |
| Alliance Wealth Management Group | 0.16% | No change | 24,237 | $718K |
| Towercrest Capital Management | 0.11% | No change | 24,237 | $718K |
| Grey Ledge Advisors, LLC | 0.16% | Add +0.0% | 24,139 | $715K |
| MidAtlantic Capital Management, Inc. | 0.46% | No change | 24,088 | $713K |
| Stonebridge Capital Advisors LLC | 0.05% | Reduce -14.6% | 23,961 | $709K |
| Mgo One Seven LLC | 0.01% | Reduce -31.9% | 23,746 | $703K |
| Blueprint Financial Advisors LLC | 0.11% | No change | 23,736 | $703K |
| Aire Advisors, LLC | 0.13% | Reduce -3.0% | 23,664 | $701K |
| Adelphi Trust Co | 0.57% | — | 23,664 | $701K |
| Lantz Financial LLC | 0.15% | No change | 23,610 | $699K |
| Texas Yale Capital Corp. | 0.02% | Add +0.2% | 23,504 | $696K |
| First American Trust, FSB | 0.05% | New | 23,400 | $693K |
| WESCAP Management Group, Inc. | 0.14% | Add +0.4% | 23,240 | $688K |
| Capital Insight Partners, LLC | 0.15% | Reduce -5.1% | 23,228 | $688K |
| Sculati Wealth Management, LLC | 0.24% | Reduce -0.8% | 23,084 | $684K |
| Plancorp, LLC | 0.02% | Reduce -0.4% | 23,035 | $682K |
| LongView Wealth Management | 0.16% | Add +0.3% | 21,984 | $674K |
| Independent Wealth Network Inc. | 0.20% | Add +14.3% | 22,510 | $667K |
| Ring Mountain Capital, LLC | 0.34% | Reduce -4.4% | 21,418 | $663K |
| Womack Financial LLC | 0.49% | Reduce -8.1% | 22,274 | $660K |
| Greenwood Gearhart LLC | 0.04% | Add +1.9% | 22,264 | $659K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.6% | 22,215 | $658K |
| CENTRAL TRUST Co | 0.01% | No change | 22,063 | $653K |
| Milestone Investment Advisors LLC | 0.16% | Add +0.6% | 21,904 | $649K |
| Bullock Wealth Management Group | 0.31% | — | 21,651 | $641K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 21,558 | $638K |
| HMV Wealth Advisors, LLC | 0.32% | No change | 21,532 | $638K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 21,505 | $637K |
| Stark Wealth Management LLC | 2.39% | Add +1.2% | 21,468 | $636K |
| Global Wealth Strategies & Associates | 0.16% | Add +20.5% | 21,310 | $631K |
| Kintra Wealth, LLC | 0.09% | New | 21,184 | $627K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -2.0% | 21,134 | $626K |
| Retirement Planning Group, LLC / NY | 0.43% | Add +20.8% | 21,071 | $624K |
| Uptown Financial Advisors LLC | 0.53% | Reduce -3.6% | 21,060 | $624K |
| Clear Investment Research, LLC | 1.00% | No change | 20,409 | $604K |
| Summit Wealth Group LLC / Co. | 0.08% | New | 20,218 | $599K |
| Resolute Advisors LLC | 0.19% | Add +0.6% | 20,005 | $592K |
| Livet Wealth, LLC | 0.36% | — | 19,907 | $589K |
| VSM Wealth Advisory, LLC | 0.18% | Reduce -90.0% | 19,914 | $587K |
| Gilbert & Cook, Inc. | 0.07% | No change | 19,764 | $585K |
| Atlas Capital Advisors Inc. | 0.07% | — | 19,752 | $585K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -1.6% | 19,610 | $581K |
| Center for Financial Planning, Inc. | 0.06% | No change | 19,533 | $578K |
| Obermeyer Wealth Partners | 0.03% | Add +0.0% | 19,346 | $573K |
| Seneschal Advisors, LLC | 0.42% | No change | 19,164 | $567K |
| &partners | 0.00% | Reduce -2.4% | 19,125 | $566K |
| Fonville Wealth Management LLC | 0.12% | Reduce -4.1% | 19,081 | $565K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,080 | $565K |
| Beam Wealth Advisors, Inc. | 0.15% | Reduce -0.9% | 19,068 | $565K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.8% | 18,857 | $558K |
| SkyOak Wealth, LLC | 0.10% | Reduce -1.9% | 18,744 | $555K |
| Sage Mountain Advisors LLC | 0.03% | Add +0.4% | 18,692 | $553K |
| Capital Analysts, LLC | 0.02% | Add +15.6% | 18,393 | $545K |
| Vawter Financial, Ltd. | 0.23% | Reduce -6.2% | 18,240 | $540K |
| Radnor Capital Management, LLC | 0.08% | No change | 18,210 | $539K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,210 | $539K |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.4% | 18,068 | $535K |
| Carret Asset Management, LLC | 0.05% | Add +3.3% | 18,033 | $534K |
| Zhang Financial LLC | 0.02% | Add +0.5% | 17,919 | $531K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 17,911 | $530K |
| M Holdings Securities, Inc. | 0.04% | New | 17,912 | $530K |
| Elm Partners Management LLC | 0.02% | Add +46.4% | 17,881 | $529K |
| Boyum Wealth Architects LLC | 0.25% | No change | 17,125 | $527K |
| Goldstein Advisors, LLC | 0.06% | Add +2.8% | 17,788 | $527K |
| Fisher Asset Management | 0.00% | New | 17,701 | $524K |
| Investments & Financial Planning, LLC | 0.28% | Add +26.9% | 17,612 | $522K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,597 | $521K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | No change | 17,036 | $520K |
| Tounjian Advisory Partners, LLC | 0.17% | Add +0.6% | 17,238 | $510K |
| Lynx Investment Advisory | 0.28% | Add +0.8% | 17,195 | $509K |
| SGL Investment Advisors, Inc. | 0.20% | Add +11.7% | 16,041 | $504K |
| Keating Financial Advisory Services, Inc. | 0.07% | — | 16,977 | $503K |
| Facet Wealth, Inc. | 0.01% | Add +71.2% | 16,183 | $501K |
| Oarsman Capital, Inc. | 0.06% | Add +2.7% | 16,825 | $498K |
| Fulton Bank, N.A. | 0.02% | New | 16,779 | $497K |
| WMG Financial Advisors, LLC | 0.20% | Reduce -1.4% | 16,776 | $497K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -6.3% | 16,737 | $496K |
| Vista Capital Partners, Inc. | 0.05% | Add +9.6% | 16,550 | $490K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.6% | 16,513 | $489K |
| KLCM Advisors, Inc. | 0.04% | New | 16,463 | $487K |
| Blue Trust, Inc. | 0.01% | Add +0.5% | 16,458 | $487K |
| Brown Advisory Inc. | 0.00% | Add +26.0% | 16,387 | $485K |
| Theory Financial LLC | 0.16% | No change | 15,618 | $482K |
| Payne Capital LLC | 0.49% | No change | 16,266 | $482K |
| Total Wealth Planning, LLC | 1.02% | Reduce -94.8% | 16,150 | $478K |
| Coastal Bridge Advisors, LLC | 0.04% | Reduce -0.7% | 16,121 | $477K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -7.5% | 16,079 | $476K |
| Fortune Financial Group, Inc. | 0.47% | — | 15,221 | $476K |
| Smith Salley Wealth Management | 0.02% | Reduce -0.2% | 16,042 | $475K |
| Wealth Preservation Advisors, LLC | 0.24% | Reduce -4.9% | 15,920 | $471K |
| TruNorth Capital Management, LLC | 0.09% | No change | 15,885 | $470K |
| American Trust | 0.04% | Reduce -73.3% | 15,868 | $470K |
| Basepoint Wealth LLC | 0.29% | Add +0.6% | 15,848 | $469K |
| Brickley Wealth Management | 0.08% | Add +12.3% | 15,823 | $469K |
| StoneX Group Inc. | 0.02% | Reduce -58.2% | 15,709 | $468K |
| Ignite Planners, LLC | 0.07% | Add +111.9% | 15,025 | $467K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.9% | 15,784 | $467K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +928.7% | 15,276 | $466K |
| American Investment Services, Inc. | 0.11% | Reduce -9.4% | 15,663 | $464K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +2.6% | 15,603 | $462K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.3% | 15,070 | $461K |
| Prudent Investors Network, Inc. | 0.11% | No change | 15,518 | $459K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +11.3% | 15,391 | $456K |
| Princeton Global Asset Management LLC | 0.07% | Reduce -0.4% | 15,040 | $445K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 14,927 | $442K |
| Cascade Investment Advisors, Inc. | 0.26% | No change | 14,924 | $442K |
| Schwallier Wealth Management LLC | 0.28% | Reduce -10.4% | 14,178 | $441K |
| Joseph P. Lucia & Associates, LLC | 0.16% | Reduce -7.0% | 14,831 | $439K |
| Geometric Wealth Advisors | 0.06% | Add +3.2% | 14,828 | $439K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.7% | 14,785 | $438K |
| Lakeridge Wealth Management LLC | 0.20% | Reduce -0.2% | 14,779 | $438K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.3% | 14,703 | $435K |
| Cooper/Haims Advisors, LLC | 0.20% | Add +14.2% | 14,667 | $434K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 14,666 | $434K |
| International Assets Investment Management, LLC | 0.03% | Add +7.6% | 14,613 | $433K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.4% | 14,496 | $429K |
| Cutler Investment Counsel LLC | 0.04% | Add +33.1% | 14,478 | $429K |
| Diversified Investment Strategies, LLC | 0.28% | No change | 14,284 | $423K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -11.3% | 14,200 | $420K |
| Abacus Planning Group, Inc. | 0.06% | Reduce -15.9% | 14,157 | $419K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -6.1% | 14,109 | $418K |
| Schrum Private Wealth Management LLC | 0.31% | Reduce -6.0% | 14,026 | $415K |
| Sachem Hill LLC | 0.08% | No change | 14,024 | $415K |
| Vaughan David Investments LLC | 0.01% | Add +5.1% | 14,024 | $415K |
| Kelman-Lazarov, Inc. | 0.06% | Reduce -4.0% | 13,976 | $414K |
| Tanglewood Legacy Advisors, LLC | 0.16% | No change | 13,953 | $413K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -65.0% | 13,864 | $411K |
| True Vision MN LLC | 0.21% | Add +0.8% | 13,854 | $410K |
| Columbia River Financial Group, LLC | 0.25% | Reduce -0.6% | 13,614 | $403K |
| Citadel Advisors | 0.00% | Reduce -81.8% | 13,606 | $403K |
| FLC Capital Advisors | 0.07% | No change | 13,537 | $401K |
| Certior Financial Group, LLC | 0.27% | Reduce -1.2% | 13,457 | $398K |
| Associated Banc-Corp | 0.01% | No change | 13,446 | $398K |
| LifeSteps Financial, Inc. | 0.25% | Add +0.1% | 13,443 | $398K |
| Tenret Co LLC | 0.20% | No change | 13,341 | $395K |
| Westmount Partners, LLC | 0.10% | No change | 13,277 | $393K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 13,258 | $393K |
| Meredith Wealth Planning | 0.12% | No change | 13,224 | $392K |
| Traveka Wealth, LLC | 0.16% | New | 13,210 | $391K |
| Stone Summit Wealth LLC | 0.11% | Reduce -5.8% | 13,206 | $391K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.2% | 13,183 | $390K |
| FF Advisors,LLC | 0.17% | No change | 13,151 | $389K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | No change | 13,074 | $387K |
| Mayport, LLC | 0.08% | No change | 13,026 | $386K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 12,816 | $379K |
| Mengis Capital Management, Inc. | 0.07% | Add +0.1% | 12,693 | $376K |
| Phil A. Younker & Associates, Ltd. | 0.26% | No change | 12,660 | $375K |
| Sigma Planning Corp | 0.01% | Add +5.1% | 12,659 | $375K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.4% | 12,630 | $374K |
| Allied Investment Advisors, LLC | 0.06% | No change | 12,451 | $369K |
| Two Sigma Securities, LLC | 0.05% | New | 12,390 | $367K |
| Cambridge Advisors Inc. | 0.07% | Add +1.5% | 12,387 | $367K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -3.1% | 12,365 | $366K |
| Bluedoor Private Wealth, LLC | 0.17% | — | 12,309 | $364K |
| Hurley Capital, LLC | 0.20% | Add +0.2% | 12,230 | $362K |
| Chapman Financial Group, LLC | 0.25% | No change | 12,156 | $360K |
| Chesley Taft & Associates LLC | 0.01% | No change | 12,130 | $359K |
| Quarry Hill Advisors, LLC | 0.17% | Add +1.2% | 12,111 | $359K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.8% | 11,708 | $347K |
| Chapin Davis, Inc. | 0.08% | No change | 11,640 | $345K |
| Signature Equity Partners, LLC | 0.19% | — | 11,584 | $343K |
| DecisionMap Wealth Management, LLC | 0.21% | Add +3.7% | 11,571 | $343K |
| LWM Advisors Inc. | 0.30% | Add +0.1% | 11,509 | $341K |
| Prestige Wealth Management Group LLC | 0.06% | No change | 11,457 | $339K |
| Austin Asset Management Co Inc | 0.06% | Reduce -2.7% | 11,439 | $339K |
| Atria Investments, Inc | 0.00% | Reduce -1.8% | 11,427 | $338K |
| Columbia Advisory Partners LLC | 0.23% | Reduce -2.9% | 11,419 | $338K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 11,400 | $338K |
| MB Generational Wealth, LLC | 0.18% | Reduce -0.8% | 11,382 | $337K |
| First Western Trust Bank | 0.02% | No change | 11,304 | $335K |
| Fortis Capital Management LLC | 0.04% | No change | 11,268 | $334K |
| Aurora Private Wealth, Inc. | 0.22% | — | 11,234 | $333K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.6% | 11,213 | $332K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +44.0% | 11,113 | $329K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 11,040 | $327K |
| Evanson Asset Management, LLC | 0.02% | Reduce -2.5% | 11,030 | $327K |
| Marotta Asset Management | 0.06% | Reduce -9.8% | 10,950 | $324K |
| Centaurus Financial, Inc. | 0.01% | Reduce -5.2% | 10,953 | $324K |
| GTS Securities LLC | 0.01% | New | 10,899 | $323K |
| Founders Financial Securities LLC | 0.02% | New | 10,887 | $322K |
| Mirador Capital Partners LP | 0.04% | Reduce -13.2% | 10,785 | $319K |
| Sterling Wealth Advisors Inc | 0.19% | Reduce -14.8% | 10,780 | $319K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +0.4% | 10,777 | $319K |
| Klingman & Associates, LLC | 0.02% | Reduce -3.1% | 10,756 | $318K |
| Disciplined Investors, L.L.C. | 0.21% | Add +0.7% | 10,703 | $317K |
| Hengehold Capital Management LLC | 0.03% | Add +3.5% | 10,590 | $314K |
| Milestone Asset Management Group, LLC | 0.18% | Add +0.4% | 10,584 | $313K |
| CWC Advisors, LLC. | 0.15% | Add +8.9% | 10,543 | $312K |
| Capital Investment Advisors, LLC | 0.00% | Add +3.9% | 10,431 | $309K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.5% | 10,399 | $308K |
| PFG Advisors | 0.01% | Reduce -12.4% | 10,365 | $307K |
| Truepoint, Inc. | 0.01% | Reduce -0.2% | 10,346 | $306K |
| Waterfront Wealth Inc. | 0.06% | No change | 9,846 | $304K |
| Hardin Capital Partners, LLC | 0.14% | Add +1.3% | 10,276 | $304K |
| TrustWell Financial Advisors, LLC | 0.29% | — | 10,199 | $302K |
| Code Waechter LLC | 0.19% | No change | 10,166 | $301K |
| Independent Advisor Alliance | 0.01% | Reduce -18.6% | 10,098 | $299K |
| TFB Advisors LLC | 0.08% | New | 10,060 | $298K |
| Wealthspan Partners, LLC | 0.11% | Reduce -33.6% | 10,031 | $297K |
| Bridges Investment Management Inc. | 0.00% | Reduce -70.6% | 9,995 | $296K |
| Shearwater Capital LLC | 0.17% | No change | 9,992 | $296K |
| Front Row Advisors LLC | 0.10% | No change | 9,987 | $296K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.0% | 9,967 | $295K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -4.4% | 9,847 | $292K |
| RBA Wealth Management, LLC | 0.10% | Add +3.3% | 9,831 | $291K |
| Guardian Asset Advisors, LLC | 0.15% | Add +10.1% | 9,801 | $290K |
| Bensler, LLC | 0.03% | Add +0.1% | 9,788 | $290K |
| Forza Wealth Management, LLC | 0.10% | No change | 9,768 | $289K |
| Acropolis Investment Management, LLC | 0.01% | No change | 9,684 | $287K |
| Marble Wealth, LLC | 0.04% | — | 9,632 | $285K |
| Accelerate Investment Advisors LLC | 0.19% | Add +0.1% | 9,596 | $284K |
| Bellwether Advisors, LLC | 0.04% | No change | 9,473 | $280K |
| Spectrum Investment Advisors, Inc. | 0.14% | No change | 9,460 | $280K |
| Millennium Capital Advisors, LLC | 0.17% | Reduce -8.7% | 9,452 | $280K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Add +3.9% | 9,403 | $278K |
| Glenmede Trust Co. NA | 0.00% | — | 9,380 | $278K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -0.5% | 9,363 | $277K |
| Curi Capital, LLC | 0.00% | No change | 9,355 | $277K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 9,344 | $277K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 9,339 | $277K |
| Beck Mack & Oliver LLC | 0.00% | No change | 9,134 | $270K |
| Carnegie Investment Counsel | 0.00% | New | 9,040 | $268K |
| Hill Island Financial LLC | 0.06% | No change | 9,001 | $267K |
| IAG Wealth Partners, LLC | 0.03% | No change | 9,000 | $266K |
| Pathfinder Wealth Consulting, Inc. | 0.17% | — | 8,999 | $266K |
| Manning & Napier Advisors LLC | 0.00% | Add +23.8% | 8,910 | $266K |
| Rialto Wealth Management, LLC | 0.06% | Add +11.5% | 8,950 | $265K |
| Aspen Investment Management Inc | 0.08% | Reduce -3.1% | 8,946 | $265K |
| CCG Wealth Management, LLC | 0.11% | No change | 8,919 | $264K |
| Clark Wealth Partners | 0.16% | No change | 8,894 | $263K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +14.1% | 8,865 | $262K |
| Stonebrook Private Inc. | 0.05% | No change | 8,862 | $262K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -3.4% | 8,762 | $259K |
| Diversified Trust Co. | 0.00% | Add +0.2% | 8,699 | $258K |
| Security National Bank of So Dak | 0.13% | Reduce -1.0% | 8,691 | $257K |
| Leo Wealth, LLC | 0.02% | New | 8,689 | $257K |
| GC Wealth Management RIA, LLC | 0.01% | Add +10.8% | 8,675 | $257K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 8,647 | $256K |
| Northern Trust Corp. | 0.00% | New | 8,603 | $255K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -0.7% | 8,549 | $253K |
| Brian Low Financial Group, LLC | 0.18% | No change | 8,530 | $253K |
| TCFG Wealth Management, LLC | 0.10% | Reduce -1.7% | 8,508 | $252K |
| Matisse Capital | 0.11% | No change | 8,503 | $252K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +1.2% | 8,485 | $251K |
| Trust Point Inc. | 0.02% | New | 8,447 | $250K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 8,440 | $250K |
| Parsonex Advisory Services, Inc. | 0.16% | Add +0.4% | 8,397 | $249K |
| Vanguard Group Inc. | 0.00% | Add +10.4% | 8,350 | $247K |
| Focused Wealth Management, Inc | 0.03% | Add +0.6% | 8,342 | $247K |
| Moneco Advisors, LLC | 0.02% | Reduce -37.6% | 8,340 | $247K |
| Valmark Advisers, Inc. | 0.00% | Add +16.1% | 8,314 | $246K |
| CoreCap Advisors, LLC | 0.01% | Add +19.0% | 8,280 | $245K |
| Lutz Financial Services LLC | 0.02% | No change | 8,275 | $245K |
| Harbor Asset Planning, Inc. | 0.21% | Add +0.6% | 8,263 | $245K |
| Synergy Asset Management, LLC | 0.03% | New | 8,261 | $245K |
| GS Investments, Inc. | 0.13% | No change | 8,209 | $243K |
| Penobscot Wealth Management | 0.07% | Add +0.6% | 8,187 | $242K |
| Collective Family Office LLC | 0.06% | No change | 8,163 | $242K |
| Advocate Group LLC | 0.04% | No change | 8,100 | $240K |
| AlphaCore Capital LLC | 0.01% | Add +0.4% | 8,097 | $240K |
| Hillcrest Wealth Advisors - NY, LLC | 0.10% | Reduce -12.9% | 8,091 | $240K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.8% | 8,068 | $239K |
| Brooklyn Investment Group | 0.01% | New | 7,949 | $237K |
| Legacy Solutions, LLC | 0.21% | Reduce -0.1% | 7,953 | $235K |
| William Howard & Co Financial Advisors Inc | 0.20% | Reduce -5.4% | 7,949 | $235K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.2% | 7,941 | $235K |
| Advyzon Investment Management, LLC | 0.03% | New | 7,941 | $235K |
| Kennebec Savings Bank | 0.20% | Add +70.9% | 7,919 | $234K |
| Silverlake Wealth Management LLC | 0.05% | New | 7,913 | $234K |
| G&S Capital LLC | 0.08% | Add +0.2% | 7,875 | $233K |
| Clark Asset Management, LLC | 0.02% | No change | 7,863 | $233K |
| Parkside Financial Bank & Trust | 0.02% | No change | 7,836 | $232K |
| Forum Financial Management, LP | 0.00% | Add +3.1% | 7,826 | $232K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 7,758 | $230K |
| Praetorian Wealth Management, Inc. | 0.05% | Add +0.4% | 7,743 | $229K |
| Granite Bay Wealth Management, LLC | 0.06% | Add +0.6% | 7,721 | $229K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 7,707 | $228K |
| Caprock Group, LLC | 0.00% | Add +3.2% | 7,680 | $227K |
| Perissos Private Wealth Management, LLC | 0.20% | Add +0.3% | 7,653 | $227K |
| Total Investment Management Inc. | 0.03% | New | 7,626 | $226K |
| KCM Investment Advisors LLC | 0.01% | No change | 7,602 | $225K |
| Landaas & Co. /Wi | 0.05% | No change | 7,600 | $225K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 7,586 | $225K |
| Signal Tree Financial Partners LLC | 0.17% | No change | 7,593 | $225K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.9% | 7,496 | $222K |
| Essex LLC | 0.04% | Reduce -2.9% | 7,491 | $222K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 7,446 | $220K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 7,443 | $220K |
| Northwest Capital Management Inc | 0.95% | Reduce -27.6% | 7,418 | $220K |
| Synergy Financial Group, LTD | 0.15% | Reduce -0.2% | 7,398 | $219K |
| Wedgewood Investors Inc. | 0.25% | No change | 7,389 | $219K |
| Firestone Capital Management | 0.05% | Add +0.6% | 7,354 | $218K |
| Madden Advisory Services, Inc. | 0.09% | New | 7,245 | $215K |
| GAMMA Investing LLC | 0.01% | No change | 7,223 | $214K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 7,201 | $213K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 7,192 | $213K |
| Teamwork Financial Advisors, LLC | 0.02% | New | 7,184 | $213K |
| Collaborative Wealth Managment Inc. | 0.07% | New | 7,091 | $210K |
| Core Wealth Advisors, LLC | 0.17% | — | 7,090 | $210K |
| Commerce Bank | 0.00% | Reduce -9.3% | 7,071 | $209K |
| Leading Edge Financial Planning LLC | 0.05% | No change | 7,061 | $209K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | Reduce -2.5% | 7,050 | $209K |
| Sunrise Financial Services, LLC | 0.16% | — | 7,027 | $208K |
| Appleton Partners Inc. | 0.01% | No change | 7,031 | $208K |
| Legacy Financial Group LLC | 0.03% | New | 6,582 | $208K |
| One Charles Private Wealth Services, LLC | 0.05% | Reduce -10.6% | 7,020 | $208K |
| Keybank National Association | 0.00% | New | 7,016 | $208K |
| Roundview Capital LLC | 0.01% | New | 7,014 | $208K |
| First Foundation Advisors | 0.01% | No change | 6,903 | $204K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 6,891 | $204K |
| Hamilton Capital, LLC | 0.01% | — | 6,885 | $204K |
| Pinion Investment Advisors, LLC | 0.05% | Reduce -70.2% | 6,873 | $204K |
| GoalVest Advisory LLC | 0.04% | No change | 6,873 | $204K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 6,861 | $203K |
| CVFG LLC | 0.14% | New | 6,858 | $203K |
| KERR FINANCIAL PLANNING Corp | 0.27% | Add +100.5% | 6,700 | $202K |
| Colton Groome Financial Advisors, LLC | 0.06% | Reduce -9.0% | 6,836 | $202K |
| KW Wealth Management LLC | 0.31% | New | 6,819 | $202K |
| Wealth Management Nebraska | 0.02% | New | 6,798 | $201K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,765 | $200K |
| Fort Vancouver Investment Management, LLC | 0.11% | Reduce -0.6% | 6,711 | $199K |
| Bell Investment Advisors, Inc | 0.03% | No change | 6,489 | $192K |
| Blueline Advisors LLC | 0.16% | — | 6,430 | $190K |
| Chilton Capital Management LLC | 0.01% | No change | 6,399 | $189K |
| Legacy Bridge, LLC | 0.08% | No change | 6,341 | $188K |
| West Paces Advisors Inc. | 0.04% | No change | 6,300 | $187K |
| Valley National Advisers Inc. | 0.03% | Add +2.5% | 6,231 | $184K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.7% | 5,693 | $169K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -5.4% | 5,527 | $164K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.1% | 5,499 | $163K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 5,347 | $158K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +2296.4% | 5,320 | $158K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 5,289 | $157K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 5,005 | $148K |
| Hantz Financial Services, Inc. | 0.00% | No change | 4,853 | $144K |
| RMG Wealth Management LLC | 0.02% | Add +744.6% | 4,603 | $143K |
| Costello Asset Management, INC | 0.05% | Reduce -9.2% | 4,755 | $141K |
| Lodestone Wealth Management LLC | 0.06% | New | 4,734 | $140K |
| Missouri Trust & Investment Co | 0.04% | Add +4.3% | 4,660 | $138K |
| Private Trust Co. NA | 0.01% | Add +0.4% | 4,605 | $136K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 4,507 | $133K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 4,452 | $132K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,310 | $128K |
| Ameriflex Group, Inc. | 0.07% | Reduce -25.6% | 4,294 | $127K |
| Raffa Wealth Management, LLC | 0.02% | No change | 4,262 | $126K |
| SRH Advisors, LLC | 0.04% | No change | 4,140 | $123K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -6.4% | 3,921 | $116K |
| Robbins Farley | 0.05% | Reduce -34.9% | 3,841 | $114K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 3,526 | $104K |
| Howe & Rusling Inc. | 0.01% | Add +0.6% | 3,470 | $103K |
| Root Financial Partners, LLC | 0.01% | Add +4.4% | 3,279 | $97K |
| Crews Bank & Trust | 0.01% | No change | 3,186 | $94K |
| Evensky & Katz LLC | 0.01% | Add +0.5% | 3,073 | $91K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,000 | $89K |
| Kozak & Associates, Inc. | 0.02% | Add +0.6% | 2,891 | $89K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,965 | $88K |
| Godfrey Financial Associates, Inc. | 0.07% | — | 2,686 | $80K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 2,667 | $79K |
| SouthState Bank Corp | 0.00% | Reduce -45.9% | 2,603 | $77K |
| REAP Financial Group, LLC | 0.01% | Add +39.1% | 2,300 | $68K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,244 | $66K |
| Caldwell Trust Co | 0.01% | No change | 2,235 | $66K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 2,227 | $66K |
| Fifth Third Bancorp | 0.00% | Add +508.5% | 2,209 | $65K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,175 | $64K |
| Spire Wealth Management | 0.00% | Add +15.3% | 2,108 | $62K |
| United Financial Planning Group LLC | 0.04% | Add +0.6% | 2,107 | $62K |
| Tsfg, LLC | 0.01% | No change | 2,088 | $62K |
| MTM Investment Management, LLC | 0.02% | No change | 2,085 | $62K |
| JNBA Financial Advisors | 0.01% | No change | 2,067 | $61K |
| Phillips Financial Management, LLC | 0.00% | No change | 2,040 | $60K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.6% | 2,022 | $60K |
| Ancora Advisors LLC | 0.00% | Reduce -31.4% | 1,899 | $56K |
| Arax Advisory Partners | 0.00% | New | 1,766 | $52K |
| Pflug Koory, LLC | 0.02% | Reduce -0.6% | 1,750 | $52K |
| Key Financial Inc | 0.01% | No change | 1,621 | $48K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 1,589 | $47K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,500 | $44K |
| NWK Group, Inc. | 0.01% | No change | 1,416 | $42K |
| CVA Family Office, LLC | 0.00% | Add +0.3% | 1,414 | $42K |
| Family Capital Trust Co | 0.01% | No change | 1,299 | $38K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 1,299 | $38K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,275 | $38K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 1,263 | $37K |
| Tidemark, LLC | 0.01% | No change | 1,200 | $36K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,197 | $35K |
| First Community Trust NA | 0.03% | No change | 1,188 | $35K |
| N.E.W. Advisory Services LLC | 0.00% | Add +16.3% | 1,183 | $35K |
| Tucker Asset Management LLC | 0.01% | Add +21.6% | 1,176 | $35K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,170 | $35K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +1.7% | 1,128 | $33K |
| Versant Capital Management, Inc | 0.00% | Reduce -52.3% | 1,090 | $32K |
| Dagco, Inc. | 0.01% | No change | 1,041 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 996 | $29K |
| Turning Point Benefit Group, Inc. | 0.01% | Reduce -91.9% | 918 | $27K |
| Laurel Wealth Advisors LLC | 0.00% | New | 915 | $27K |
| DT Investment Partners, LLC | 0.00% | No change | 894 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 876 | $26K |
| Abound Wealth Management | 0.01% | Reduce -30.9% | 864 | $26K |
| Horizons Wealth Management | 0.02% | Reduce -36.6% | 838 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 831 | $25K |
| Operose Advisors LLC | 0.01% | No change | 789 | $23K |
| Strategic Wealth Advisors LLC | 0.02% | — | 780 | $23K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 660 | $20K |
| Ares Financial Consulting, LLC | 0.02% | — | 618 | $18K |
| Winthrop Capital Management, LLC | 0.00% | No change | 612 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 591 | $18K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +9.9% | 565 | $17K |
| First PREMIER Bank | 0.00% | No change | 510 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 483 | $14K |
| Evolution Wealth Management Inc. | 0.01% | No change | 456 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.5% | 444 | $13K |
| McGuire Capital Advisors Inc. | 0.01% | — | 435 | $13K |
| Evolution Advisers, Inc. | 0.01% | New | 420 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.5% | 398 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 391 | $12K |
| Align Financial, LLC | 0.01% | — | 11,104 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 360 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 354 | $10K |
| Crewe Advisors LLC | 0.00% | Add +0.6% | 329 | $10K |
| ORG Partners LLC | 0.00% | No change | 325 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | Add +94.9% | 308 | $9K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 300 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 299 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 290 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 288 | $9K |
| Planning Project LLC | 0.00% | — | 285 | $8K |
| Park Place Capital Corp | 0.00% | No change | 282 | $8K |
| Atwood & Palmer Inc. | 0.00% | No change | 270 | $8K |
| LRI Investments, LLC | 0.00% | No change | 261 | $8K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 247 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | — | 253 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | New | 234 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 225 | $7K |
| Strive Financial Group ,LLC | 0.00% | — | 195 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 189 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 153 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $5K |
| Quent Capital, LLC | 0.00% | No change | 153 | $5K |
| Garner Asset Management Corp | 0.00% | New | 145 | $4K |
| NorthAvenue LLC | 0.00% | — | 122 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 99 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 96 | $3K |
| Modus Advisors, LLC | 0.00% | New | 93 | $3K |
| Simplex Trading, LLC | 0.00% | New | 87 | $3K |
| New Millennium Group LLC | 0.00% | No change | 60 | $2K |
| Imprint Wealth LLC | 0.01% | Reduce -50.0% | 57 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 55 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 36 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 37 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 35 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 60 | $1K |
| Kilter Group LLC | 0.00% | Reduce -13.9% | 31 | $909 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 30 | $889 |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -33.3% | 30 | $888 |
| Quaker Wealth Management, LLC | 0.00% | New | 29 | $859 |
| Activest Wealth Management | 0.00% | No change | 29 | $859 |
| Wolff Wiese Magana LLC | 0.00% | No change | 20 | $593 |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $445 |
| Integrity Financial Corp | 0.00% | No change | 9 | $266 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 5 | $141 |
| Spurstone Advisory Services, LLC | 0.00% | No change | 3 | $89 |
"% 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.