Schwab US Large-Cap ValueSCHVETF
13F holders, Q1 2026 (March 31)971holders +38
80new positions
41sold out
5famous investors
$30.53avg. 13F price*
At the end of Q1 2026, 971 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 38 from Q4 2025. 80 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. ($1.1B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $218.6M |
| Exits | 41 | $33.2M |
All 13F filers, Q4 2025 → Q1 2026: 20,671,707 shares bought and 14,783,239 shares sold, net +5,888,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 971 holders
| Financial Engines Advisors L.L.C. | 3.00% | Reduce -4.6% | 48,427,803 | $1.5B |
| Sei Investments Co. | 1.26% | Reduce -2.2% | 44,768,506 | $1.4B |
| Mather Group, Llc. | 10.75% | Add +0.6% | 35,341,359 | $1.1B |
| Envestnet Asset Management Inc. | 0.15% | Add +10.1% | 18,286,178 | $557.7M |
| Osaic Holdings, Inc. | 0.50% | Reduce -2.8% | 11,280,212 | $343.0M |
| Avantax Planning Partners, Inc. | 8.56% | Add +0.3% | 10,217,486 | $311.6M |
| Mariner, LLC | 0.33% | Add +0.8% | 9,175,772 | $279.8M |
| Vantagepoint Investment Advisers LLC | 2.08% | Reduce -5.4% | 8,055,052 | $245.7M |
| Moneta Group Investment Advisors LLC | 1.16% | Add +7.3% | 5,065,538 | $154.5M |
| Betterment LLC | 0.23% | Reduce -2.8% | 4,000,948 | $122.0M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +234.3% | 3,873,113 | $118.1M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -40.2% | 3,812,136 | $117.0M |
| Cetera Investment Advisers | 0.12% | Reduce -1.9% | 3,544,184 | $108.1M |
| Gemmer Asset Management LLC | 8.27% | Reduce -6.8% | 3,432,547 | $104.7M |
| LPL Financial LLC | 0.03% | Add +1.9% | 3,312,316 | $101.0M |
| Savant Capital, LLC | 0.46% | Reduce -2.5% | 3,109,373 | $94.8M |
| Morgan Stanley | 0.01% | Add +9.7% | 3,035,400 | $92.6M |
| Mokosak Advisory Group, LLC | 22.97% | Reduce -1.3% | 3,008,501 | $91.8M |
| Rainey & Randall Wealth Advisors Inc. | 14.84% | Add +0.6% | 2,996,245 | $91.4M |
| Krilogy Financial LLC | 2.94% | Add +0.5% | 2,872,287 | $91.3M |
| UBS Group AG | 0.01% | Add +10.0% | 2,724,680 | $83.1M |
| HighTower Advisors, LLC | 0.09% | Add +0.0% | 2,657,597 | $81.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.4% | 2,611,756 | $79.7M |
| Cooper Financial Group | 6.58% | Add +3.6% | 2,135,974 | $65.1M |
| Exchange Traded Concepts, LLC | 0.49% | Add +3.1% | 2,098,265 | $64.0M |
| World Investment Advisors | 0.97% | Add +101.6% | 1,977,398 | $60.3M |
| Compound Planning, Inc. | 1.86% | Reduce -5.7% | 1,974,442 | $60.2M |
| Creative Planning | 0.04% | Reduce -36.6% | 1,918,994 | $58.5M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 1,891,652 | $57.7M |
| Financial Management Professionals, Inc. | 5.91% | New | 1,726,176 | $52.6M |
| Summit Wealth & Retirement Planning, Inc. | 12.55% | Add +1.0% | 1,724,184 | $52.6M |
| GenWealth Group, Inc. | 8.89% | Add +3.4% | 1,703,484 | $52.0M |
| United Capital Financial Advisors, LLC | 0.31% | Reduce -2.3% | 1,625,488 | $49.6M |
| Focus Partners Advisor Solutions, LLC | 0.48% | Reduce -5.0% | 1,563,981 | $47.7M |
| JPMorgan Chase & Co. | 0.00% | Add +31.1% | 1,553,428 | $46.4M |
| Black Diamond Financial, LLC | 4.70% | Add +3.3% | 1,411,012 | $43.0M |
| Northern Capital Management, Inc. | 20.91% | Add +23.1% | 1,367,247 | $41.7M |
| Dravo Bay LLC | 16.47% | Add +3.4% | 1,329,056 | $40.5M |
| HRC Wealth Management, LLC | 18.86% | Add +1.7% | 1,308,559 | $39.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -8.1% | 1,268,173 | $38.7M |
| XML Financial, LLC | 3.06% | Add +7.2% | 1,244,250 | $37.9M |
| Summit Asset Management, LLC | 5.23% | Add +4.8% | 1,232,457 | $37.6M |
| Ballast Advisors LLC | 10.60% | Add +5.2% | 1,194,193 | $36.4M |
| Nicolet Bankshares Inc. | 1.34% | New | 1,193,258 | $36.4M |
| Veery Capital, LLC | 10.93% | Add +2.9% | 1,168,407 | $35.6M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -1.8% | 1,165,603 | $35.6M |
| Midwest Trust Co | 0.43% | Add +3.8% | 1,138,230 | $34.7M |
| Brady Martz Wealth Solutions, LLC | 5.90% | Reduce -7.6% | 1,135,107 | $34.6M |
| Cerity Partners LLC | 0.05% | Add +16.9% | 1,103,286 | $33.9M |
| Captrust Financial Advisors | 0.06% | Add +69.3% | 1,100,624 | $33.6M |
| FAS Wealth Partners, Inc. | 2.03% | Reduce -2.9% | 1,068,633 | $32.6M |
| Financial Advisors Network, Inc. | 4.46% | Add +2.0% | 1,059,847 | $32.3M |
| CX Institutional | 0.98% | Reduce -42.9% | 1,055,086 | $32.2M |
| Serenity Investment Advisors | 14.99% | Add +8.5% | 961,436 | $32.0M |
| Dodds Wealth, LLC | 7.79% | Reduce -2.1% | 1,041,126 | $31.8M |
| GHP Investment Advisors, Inc. | 1.29% | Add +1.9% | 1,024,923 | $31.3M |
| MAI Capital Management | 0.18% | Add +1.0% | 1,015,979 | $31.0M |
| TSG Advice Partners, LLC | 4.63% | New | 1,012,162 | $30.9M |
| Southern Michigan Bank & Trust | 11.72% | — | 1,001,625 | $30.5M |
| Ally Invest Advisors Inc. | 1.98% | Add +1.3% | 964,431 | $29.4M |
| Tradition Wealth Management, LLC | 2.05% | Add +1.1% | 944,929 | $28.8M |
| MML Investors Services, LLC | 0.08% | Reduce -13.6% | 920,773 | $28.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 851,664 | $26.0M |
| KRM Wealth Management L.L.C. | 13.21% | Add +3.5% | 831,467 | $25.4M |
| Persium Advisors, LLC | 19.90% | Reduce -2.0% | 828,626 | $25.3M |
| Wells Fargo & Company | 0.01% | Reduce -6.7% | 819,710 | $25.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +33.5% | 811,887 | $24.8M |
| Merit Financial Group, LLC | 0.18% | Add +0.3% | 804,791 | $24.5M |
| Sage Financial Group Inc. | 1.53% | Reduce -1.2% | 772,170 | $23.6M |
| Royal Bank of Canada | 0.00% | Add +7.2% | 753,271 | $23.0M |
| Noble Family Wealth, LLC | 4.56% | Reduce -0.6% | 724,813 | $22.1M |
| Waverly Advisors, LLC | 0.16% | Add +22.8% | 718,686 | $21.9M |
| USAdvisors Wealth Management, LLC | 7.26% | Add +4.4% | 730,681 | $21.8M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -33.2% | 695,917 | $21.2M |
| Ethos Financial Group, LLC | 1.55% | Add +1.6% | 693,268 | $21.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.11% | Add +1.0% | 687,339 | $21.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -2.3% | 681,403 | $20.8M |
| Focus Partners Wealth | 0.02% | Add +2.3% | 666,146 | $20.3M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -6.9% | 659,706 | $20.1M |
| Meriwether Wealth & Planning, LLC | 10.96% | Reduce -14.1% | 656,026 | $20.0M |
| Choreo, LLC | 0.24% | Add +532.0% | 653,802 | $19.9M |
| LCNB Corp. | 6.70% | Add +0.1% | 653,158 | $19.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.8% | 647,244 | $19.7M |
| Cornerstone Wealth Advisors, Inc. | 4.52% | Add +2.3% | 643,115 | $19.6M |
| Seneca Financial Advisors LLC | 5.71% | Reduce -2.2% | 638,696 | $19.5M |
| Focus Financial Network, Inc. | 0.70% | Reduce -10.9% | 636,842 | $19.4M |
| Perigon Wealth Management, LLC | 0.35% | Add +2.5% | 628,987 | $19.2M |
| Cape Investment Advisory, Inc. | 6.10% | Add +0.6% | 601,671 | $18.4M |
| Garde Capital, Inc. | 1.08% | Reduce -2.1% | 590,652 | $18.0M |
| Seek First Inc. | 12.47% | Add +7.3% | 580,171 | $17.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.51% | Add +4.3% | 577,350 | $17.6M |
| Farther Finance Advisors, LLC | 0.16% | Add +12.0% | 568,613 | $17.4M |
| JBGlobal.com LLC | 16.92% | New | 563,413 | $17.2M |
| Denver PWM, LLC | 5.86% | Reduce -21.1% | 521,831 | $17.0M |
| Mutual Advisors, LLC | 0.36% | Reduce -7.1% | 556,876 | $17.0M |
| Northeast Financial Group, Inc. | 4.46% | Reduce -9.4% | 549,657 | $16.8M |
| Payne Capital Management, LLC | 5.02% | Add +2.6% | 543,690 | $16.6M |
| YANKCOM Partnership | 6.72% | Add +14.0% | 536,086 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -33.8% | 511,304 | $15.6M |
| Sunbelt Securities, Inc. | 0.98% | Add +25.0% | 510,572 | $15.6M |
| Martel Wealth Advisors LLC | 2.50% | Reduce -3.2% | 482,439 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.3% | 478,886 | $14.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.60% | Add +16.2% | 475,103 | $14.5M |
| Steelhead Wealth Management LLC | 7.25% | — | 468,687 | $14.3M |
| rebel Financial LLC | 5.91% | Reduce -4.6% | 447,195 | $13.6M |
| Goepper Burkhardt LLC | 4.30% | Reduce -0.9% | 421,949 | $12.9M |
| Global Strategic Investment Solutions, LLC | 1.26% | Reduce -20.3% | 420,781 | $12.8M |
| Bogart Wealth, LLC | 0.48% | Reduce -4.2% | 408,780 | $12.5M |
| Fsa Wealth Partners, Inc. | 5.87% | New | 404,692 | $12.3M |
| Allworth Financial LP | 0.05% | Reduce -3.0% | 395,231 | $12.1M |
| Rwa Wealth Partners, LLC | 0.13% | Add +1.4% | 395,049 | $12.0M |
| Peak Wealth Management LLC | 9.78% | Reduce -8.7% | 390,665 | $11.9M |
| Cwm, LLC | 0.03% | Add +0.8% | 390,639 | $11.9M |
| Avior Wealth Management, LLC | 0.33% | Add +2568.7% | 386,852 | $11.8M |
| Diversified Portfolios, Inc. | 0.97% | Add +8.5% | 386,127 | $11.8M |
| Gill Capital Partners, LLC | 3.38% | Reduce -0.0% | 385,446 | $11.8M |
| James J. Burns & Company, LLC | 1.55% | Reduce -2.8% | 375,735 | $11.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Reduce -2.6% | 373,616 | $11.4M |
| HBK Sorce Advisory LLC | 0.22% | Add +16.7% | 336,596 | $11.0M |
| Opes Wealth Management LLC | 1.80% | Reduce -0.5% | 345,416 | $10.5M |
| Fiduciary Alliance LLC | 0.63% | Reduce -1.8% | 329,048 | $10.4M |
| CDKV Holdings LLC | 8.97% | Add +3.4% | 334,842 | $10.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4.63% | New | 327,265 | $10.0M |
| Harbor Group, Inc. | 1.44% | Reduce -1.6% | 326,994 | $10.0M |
| White Pine Investment CO | 2.31% | Reduce -0.8% | 325,967 | $9.9M |
| Capital Squared Financial LLC | 7.51% | Add +5.5% | 322,600 | $9.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -26.2% | 321,188 | $9.8M |
| Friday Financial | 3.30% | Add +1.3% | 314,360 | $9.6M |
| Cathy Pareto & Associates, Inc. | 6.41% | Add +27.3% | 312,957 | $9.5M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +53.1% | 310,926 | $9.5M |
| Tudor Investment Corporation | 0.05% | New | 307,225 | $9.4M |
| Independent Solutions Wealth Management, LLC | 1.37% | Reduce -2.7% | 304,695 | $9.3M |
| Sightline Wealth Advisors, LLC | 3.82% | Add +109.1% | 295,797 | $9.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.98% | Reduce -0.5% | 290,865 | $8.9M |
| Thrive Wealth Management, LLC | 1.31% | Reduce -1.1% | 288,507 | $8.8M |
| WealthShield Partners, LLC | 0.98% | Reduce -15.9% | 287,278 | $8.8M |
| Sagespring Wealth Partners, LLC | 0.16% | Add +130.2% | 284,473 | $8.7M |
| Christensen, King & Associates Investment Services, Inc. | 3.70% | Add +0.0% | 282,816 | $8.6M |
| Bishop & Co Investment Management, LLC | 2.92% | Reduce -18.6% | 279,444 | $8.5M |
| Berkshire Asset Management LLC | 0.36% | Add +8.5% | 278,431 | $8.5M |
| Visionary Wealth Advisors | 0.37% | Reduce -0.9% | 277,290 | $8.5M |
| Councilor Wealth, LLC | 4.07% | Reduce -3.1% | 274,605 | $8.4M |
| Integrated Advisors Network LLC | 0.44% | Reduce -25.0% | 272,081 | $8.3M |
| Brand Asset Management Group, Inc. | 2.16% | Add +36.2% | 271,819 | $8.3M |
| Courage Miller Partners, LLC | 2.34% | Reduce -0.2% | 271,349 | $8.3M |
| Per Stirling Capital Management, LLC. | 0.90% | Add +2.4% | 268,412 | $8.2M |
| Exencial Wealth Advisors, LLC | 0.25% | Reduce -3.4% | 267,752 | $8.2M |
| Ackerman Capital Advisors, LLC | 1.67% | Add +1.1% | 266,519 | $8.1M |
| FMR LLC | 0.00% | Add +16.6% | 263,670 | $8.0M |
| Plus Group Wealth Advisors LLC | 8.78% | Add +2.5% | 261,732 | $8.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +30.9% | 256,953 | $7.8M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +1.1% | 256,598 | $7.8M |
| Weinberger Asset Management, Inc | 2.86% | Reduce -9.4% | 250,274 | $7.6M |
| Lighthouse Wealth Management Inc. | 5.18% | Add +25.0% | 250,135 | $7.6M |
| Cresset Asset Management, LLC | 0.03% | Add +12.5% | 249,745 | $7.6M |
| Sun Financial Inc | 3.77% | Add +3.6% | 227,998 | $7.5M |
| Arnold Financial Planning LLC | 6.82% | Add +15.3% | 239,403 | $7.3M |
| Baring Financial LLC | 4.39% | Add +1.5% | 235,416 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Add +3.8% | 234,448 | $7.2M |
| Lowery Thomas, LLC | 3.99% | Add +3.1% | 228,772 | $7.0M |
| Savvy Advisors, Inc. | 0.19% | Reduce -6.8% | 228,056 | $7.0M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 226,519 | $6.9M |
| Cadence Wealth Management LLC | 2.87% | Add +1.9% | 225,363 | $6.9M |
| Panoramic Investment Advisors, LLC | 3.70% | Add +2.0% | 224,419 | $6.8M |
| Certuity, LLC | 0.44% | Add +84.5% | 221,640 | $6.8M |
| Brookstone Capital Management | 0.08% | Reduce -12.1% | 220,626 | $6.7M |
| ProVise Management Group, LLC | 0.48% | Reduce -0.9% | 218,961 | $6.7M |
| Quantinno Capital Management LP | 0.01% | Add +68.5% | 216,463 | $6.6M |
| Curtis Advisory Group, LLC | 1.41% | Reduce -1.0% | 215,099 | $6.6M |
| Ifrah Financial Services, Inc. | 1.73% | Reduce -1.0% | 214,415 | $6.5M |
| Paces Ferry Wealth Advisors, LLC | 2.68% | Reduce -1.4% | 210,776 | $6.4M |
| Glassman Wealth Services | 0.86% | Add +1.2% | 207,829 | $6.3M |
| Avant Capital LLC | 4.44% | Reduce -0.7% | 206,905 | $6.3M |
| BlueSky Wealth Advisors, LLC | 0.81% | New | 206,324 | $6.3M |
| EP Wealth Advisors, LLC | 0.03% | Add +9.8% | 204,566 | $6.2M |
| Valpey Financial Services, LLC | 4.02% | Reduce -3.9% | 202,804 | $6.2M |
| Game Plan Financial Advisors, LLC | 2.85% | Reduce -21.6% | 200,471 | $6.1M |
| Summit Financial, LLC | 0.08% | Reduce -1.0% | 199,332 | $6.1M |
| New Hampshire Trust | 1.21% | Add +20.4% | 197,233 | $6.0M |
| Columbus Macro, LLC | 0.64% | Reduce -2.5% | 196,858 | $6.0M |
| Werba Rubin Papier Wealth Management | 0.83% | Add +3.2% | 195,790 | $6.0M |
| Main Street Financial Solutions, LLC | 0.43% | Add +5.6% | 192,671 | $5.9M |
| Petra Financial Advisors Inc. | 3.63% | Reduce -4.0% | 192,535 | $5.9M |
| Capital Advisors Wealth Management, LLC | 0.79% | Add +5.0% | 191,893 | $5.9M |
| SpringVest Wealth Management LLC | 3.99% | Reduce -0.1% | 191,402 | $5.8M |
| Westbourne Investment Advisors, Inc. | 1.68% | Add +3.7% | 189,297 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +354.0% | 188,619 | $5.8M |
| Principal Financial Group Inc. | 0.00% | New | 185,789 | $5.7M |
| Cahill Financial Advisors Inc. | 0.60% | Reduce -3.1% | 183,236 | $5.6M |
| Leeward Financial Partners, LLC | 1.61% | Reduce -0.0% | 177,645 | $5.4M |
| Rinkey Investments | 1.37% | No change | 175,707 | $5.4M |
| Florida Financial Advisors, LLC | 1.27% | Reduce -8.4% | 174,554 | $5.3M |
| Meridian Wealth Management, LLC | 0.19% | Add +0.9% | 173,244 | $5.3M |
| Grey Fox Wealth Advisors, LLC | 1.01% | Reduce -0.2% | 172,099 | $5.2M |
| Shepherd Kaplan Krochuk, LLC | 4.35% | Reduce -2.4% | 169,830 | $5.2M |
| Apex Wealth Management, LLC | 3.43% | Reduce -1.8% | 163,896 | $5.0M |
| OneAscent Financial Services LLC | 0.27% | Add +13.6% | 163,711 | $5.0M |
| Brown Wealth Management, LLC | 1.27% | Add +0.5% | 162,248 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +25.0% | 161,617 | $4.9M |
| Dakota Wealth Management | 0.11% | Add +0.5% | 161,128 | $4.9M |
| Coastwise Capital Group, LLC | 2.72% | Add +1.6% | 160,573 | $4.9M |
| Warner Financial, Inc. | 1.66% | Add +6.0% | 158,880 | $4.8M |
| L2 Asset Management, LLC | 0.45% | Add +264.8% | 155,878 | $4.8M |
| Embree Financial Group | 0.56% | Reduce -3.2% | 155,346 | $4.7M |
| One Capital Management, LLC | 0.13% | Reduce -1.4% | 154,711 | $4.7M |
| Pinnacle Family Advisors, LLC | 2.20% | Add +91.9% | 153,518 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.7% | 153,232 | $4.7M |
| AQR Capital Management | 0.00% | Add +47.9% | 152,077 | $4.6M |
| Retirement Investment Advisors, Inc. | 0.37% | No change | 155,871 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +0.3% | 150,725 | $4.6M |
| Golden Bell Financial Planning LLC | 3.63% | Reduce -2.2% | 149,270 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.7% | 148,524 | $4.5M |
| KPP Advisory Services LLC | 0.65% | Add +1.0% | 147,374 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -13.2% | 146,198 | $4.5M |
| Newman Dignan & Sheerar, Inc. | 0.94% | Reduce -6.9% | 146,002 | $4.5M |
| SeaCrest Wealth Management, LLC | 0.47% | Reduce -10.3% | 144,246 | $4.4M |
| Independent Advisor Alliance | 0.05% | Add +1326.6% | 144,057 | $4.4M |
| CFG Wealth Management Services, Inc. | 4.12% | Reduce -0.4% | 143,142 | $4.4M |
| DDD Partners, LLC | 0.30% | Add +0.9% | 143,095 | $4.4M |
| Citadel Advisors | 0.00% | Add +938.5% | 141,294 | $4.3M |
| Affinity Capital Advisors, LLC | 0.60% | Reduce -2.1% | 140,050 | $4.3M |
| Blue Bell Private Wealth Management, LLC | 0.61% | Reduce -3.7% | 139,790 | $4.3M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +2.3% | 136,341 | $4.2M |
| Joseph Group Capital Management | 1.00% | Add +12.6% | 131,540 | $4.0M |
| LifePlan Investment Advisors, Inc. | 1.56% | Reduce -3.4% | 130,164 | $4.0M |
| Brandywine Oak Private Wealth LLC | 0.33% | Add +0.4% | 127,735 | $3.9M |
| North Star Asset Management Inc. | 0.17% | Add +2.0% | 127,583 | $3.9M |
| Everhart Financial Group, Inc. | 0.33% | Reduce -1.3% | 127,518 | $3.9M |
| Centerline Wealth Advisors, LLC | 1.40% | New | 127,459 | $3.9M |
| Foster Victor Wealth Advisors, LLC | 0.22% | New | 121,572 | $3.9M |
| Barden Capital Management, Inc. | 3.30% | Add +2.6% | 126,613 | $3.9M |
| RKL Wealth Management LLC | 0.35% | Reduce -5.7% | 125,798 | $3.8M |
| Vise Technologies, Inc. | 0.07% | No change | 128,792 | $3.8M |
| Q3 Asset Management | 0.92% | New | 124,398 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +28.9% | 124,988 | $3.8M |
| Unique Wealth, LLC | 0.51% | Add +25.0% | 120,739 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +253.8% | 119,878 | $3.7M |
| Cassady Wealth & Retirement Planning, LLC | 1.85% | Reduce -11.3% | 110,000 | $3.6M |
| Allen Capital Group, LLC | 0.32% | Add +2.7% | 116,878 | $3.6M |
| Apriem Advisors | 0.34% | Reduce -1.7% | 116,855 | $3.6M |
| Advisory Services Network, LLC | 0.05% | Add +8.6% | 114,674 | $3.5M |
| Money Concepts Capital Corp. | 0.19% | Add +115.2% | 114,452 | $3.5M |
| Diversified Enterprises, LLC | 0.19% | Reduce -5.5% | 114,045 | $3.5M |
| American Financial & Tax Strategies Inc. | 1.63% | Reduce -3.6% | 109,752 | $3.3M |
| Leavell Investment Management, Inc. | 0.14% | Reduce -4.0% | 108,891 | $3.3M |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 106,004 | $3.2M |
| Lido Advisors, LLC | 0.01% | Reduce -6.6% | 105,805 | $3.2M |
| IVC Wealth Advisors LLC | 1.39% | Reduce -4.4% | 105,235 | $3.2M |
| Altus Wealth Group LLC | 1.30% | Reduce -5.9% | 104,296 | $3.2M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -0.2% | 104,054 | $3.2M |
| Woodmont Investment Counsel LLC | 0.20% | Reduce -0.3% | 103,965 | $3.2M |
| Cypress Financial Planning LLC | 0.88% | Reduce -5.4% | 103,910 | $3.2M |
| Murphy & Mullick Capital Management Corp | 2.31% | Add +6.5% | 102,375 | $3.1M |
| Stillwater Private Wealth, LLC | 2.64% | — | 102,103 | $3.1M |
| RFG Advisory, LLC | 0.06% | Add +87.6% | 100,373 | $3.1M |
| Arbor Trust Wealth Advisors, LLC | 1.33% | Reduce -5.1% | 99,608 | $3.0M |
| ZynergyRetirementPlanningLLC | 1.82% | Reduce -3.1% | 98,664 | $3.0M |
| Compass Advisory Group LLC | 0.80% | Reduce -7.2% | 97,617 | $3.0M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -3.1% | 96,878 | $3.0M |
| Nadler Financial Group, Inc. | 0.28% | Reduce -31.8% | 96,660 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.8% | 95,903 | $2.9M |
| Steele Capital Management, Inc. | 0.12% | Reduce -4.5% | 95,505 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Reduce -7.6% | 94,673 | $2.9M |
| NewEdge Wealth, LLC | 0.03% | Reduce -21.6% | 94,496 | $2.9M |
| Bleakley Financial Group, LLC | 0.04% | Add +35.1% | 93,687 | $2.9M |
| M3 Advisory Group, LLC | 1.76% | No change | 93,527 | $2.9M |
| Secure Asset Management, LLC | 0.44% | Add +15.9% | 91,401 | $2.8M |
| Johnson Financial Group, LLC | 0.18% | New | 90,220 | $2.8M |
| Summitpoint Capital Management | 3.47% | — | 92,196 | $2.7M |
| Apella Capital, LLC | 0.04% | Add +0.7% | 85,056 | $2.7M |
| Broadview Financial Management, LLC | 1.84% | Reduce -2.6% | 88,327 | $2.7M |
| Evoke Wealth, LLC | 0.05% | No change | 88,290 | $2.7M |
| Rossby Financial, LCC | 0.56% | Add +24036.1% | 86,890 | $2.7M |
| Modera Wealth Management, LLC | 0.03% | Reduce -30.9% | 86,666 | $2.6M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.1% | 85,249 | $2.6M |
| Amicus Financial Advisors, LLC | 0.71% | Add +1.2% | 84,929 | $2.6M |
| Tortoise Investment Management, LLC | 0.21% | Add +1.5% | 84,717 | $2.6M |
| Fagan Associates, Inc. | 0.35% | Reduce -2.1% | 82,985 | $2.5M |
| AE Wealth Management LLC | 0.01% | Add +5.8% | 82,897 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Add +2.9% | 82,818 | $2.5M |
| Wilkins Miller Wealth Management, LLC | 1.51% | Add +2.3% | 82,007 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -2.1% | 80,922 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -23.5% | 80,291 | $2.4M |
| Ritholtz Wealth Management | 0.04% | Add +30.8% | 79,875 | $2.4M |
| Regal Investment Advisors LLC | 0.14% | Add +4.3% | 79,860 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.15% | Reduce -3.7% | 79,825 | $2.4M |
| Elgethun Capital Management | 0.40% | Add +1.9% | 79,741 | $2.4M |
| Riversedge Advisors, LLC | 0.39% | Add +0.4% | 79,585 | $2.4M |
| Mission Wealth Management, LP | 0.05% | Reduce -14.7% | 78,157 | $2.4M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -1.6% | 77,847 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.71% | Reduce -8.1% | 77,163 | $2.4M |
| Matthew Goff Investment Advisor, LLC | 0.39% | New | 76,791 | $2.3M |
| Quantum Portfolio Management LLC | 1.01% | Reduce -1.4% | 76,283 | $2.3M |
| Berger Financial Group, Inc | 0.13% | Reduce -0.7% | 75,198 | $2.3M |
| Myecfo, LLC | 0.96% | Add +2.7% | 74,940 | $2.3M |
| Financial Strategies Group, Inc. | 0.38% | Reduce -2.0% | 70,756 | $2.3M |
| Cambridge Financial Group, LLC | 0.76% | Reduce -22.2% | 73,995 | $2.3M |
| Aspen Grove Capital, LLC | 0.44% | Reduce -2.6% | 73,705 | $2.2M |
| Elevation Capital Advisory, LLC | 0.95% | New | 73,208 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -10.5% | 72,905 | $2.2M |
| Weaver Capital Management LLC | 0.46% | Reduce -12.3% | 69,878 | $2.1M |
| Ridgewood Investments LLC | 0.86% | — | 69,306 | $2.1M |
| Asset One Wealth Management LLC | 0.23% | Add +5.8% | 65,657 | $2.1M |
| Stewardship Advisors, LLC | 0.48% | Add +8.7% | 68,531 | $2.1M |
| Monetary Solutions, Ltd | 2.02% | Reduce -2.5% | 68,391 | $2.1M |
| Bcwm, LLC | 0.59% | Reduce -4.1% | 68,387 | $2.1M |
| Twin Cities Retirement Group LLC | 1.90% | Add +0.1% | 68,061 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +0.8% | 67,944 | $2.1M |
| Lederer & Associates Investment Counsel | 1.47% | Add +1.8% | 67,888 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -8.7% | 66,892 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.6% | 66,512 | $2.0M |
| Nalls Sherbakoff Group, LLC | 1.45% | Add +0.4% | 64,519 | $2.0M |
| BCS Wealth Management | 0.40% | Reduce -51.3% | 64,330 | $2.0M |
| Retirement Planning Group, LLC | 0.06% | Reduce -3.9% | 63,250 | $1.9M |
| Assetmark, Inc. | 0.00% | Reduce -23.4% | 63,188 | $1.9M |
| ETF Store, Inc. | 1.87% | Add +20.5% | 63,007 | $1.9M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 64,870 | $1.9M |
| Net Worth Advisory Group | 0.40% | Reduce -0.1% | 62,846 | $1.9M |
| Index Technologies Group LLC | 2.08% | Reduce -1.5% | 62,710 | $1.9M |
| Composition Wealth, LLC | 0.03% | Reduce -1.5% | 62,423 | $1.9M |
| CGN Advisors LLC | 0.15% | Add +2.4% | 62,018 | $1.9M |
| Schaeffer Financial LLC | 1.57% | Add +7.1% | 61,066 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.20% | Reduce -2.8% | 60,512 | $1.8M |
| Roundview Capital LLC | 0.11% | Add +759.8% | 60,304 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +108.7% | 60,116 | $1.8M |
| Asset Dedication, LLC | 0.13% | Reduce -11.5% | 60,087 | $1.8M |
| Avity Investment Management Inc. | 0.13% | No change | 60,036 | $1.8M |
| Duncker Streett & Co. Inc. | 0.35% | Reduce -15.7% | 60,029 | $1.8M |
| Bigelow Investment Advisors, LLC | 0.73% | Add +8.0% | 60,011 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +942.4% | 59,342 | $1.8M |
| IFP Advisors, Inc | 0.04% | Reduce -5.8% | 59,173 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.2% | 59,073 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.0% | 58,544 | $1.8M |
| Emerald Advisors, LLC | 0.22% | Reduce -13.4% | 58,110 | $1.8M |
| Clear Retirement Advice LLC | 1.39% | Reduce -5.2% | 58,035 | $1.8M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -4.7% | 57,987 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -4.3% | 57,957 | $1.8M |
| Sovran Advisors, LLC | 0.14% | Add +12.4% | 54,297 | $1.8M |
| K2 Financial Inc. | 1.27% | Reduce -3.6% | 54,902 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.2% | 57,338 | $1.7M |
| BlackRock, Inc. | 0.00% | Add +6.2% | 56,604 | $1.7M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -40.1% | 56,280 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +1.4% | 55,778 | $1.7M |
| SIMA Wealth Partners, LLC | 1.27% | Reduce -5.4% | 54,838 | $1.7M |
| Aspiriant, LLC | 0.05% | Reduce -2.1% | 54,632 | $1.7M |
| Monograph Wealth Advisors, LLC | 0.16% | No change | 54,608 | $1.7M |
| GW Henssler & Associates Ltd. | 0.08% | Reduce -1.1% | 54,252 | $1.7M |
| Maia Wealth LLC | 0.27% | Add +1.1% | 53,209 | $1.6M |
| Csenge Advisory Group | 0.07% | Reduce -2.8% | 51,160 | $1.6M |
| Keel Point, LLC | 0.10% | Reduce -1.1% | 50,886 | $1.6M |
| Continuum Advisory, LLC | 0.15% | Add +4.0% | 50,675 | $1.5M |
| Blossom Wealth Management | 2.27% | New | 50,093 | $1.5M |
| Enclave Advisors LLC | 0.22% | Add +28.5% | 49,977 | $1.5M |
| Van Strum & Towne Inc. | 0.44% | Add +13.2% | 49,433 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +200.2% | 49,566 | $1.5M |
| Keb Asset Management, LLC | 0.29% | Add +0.5% | 49,242 | $1.5M |
| Ballast Financial Advisors LLC | 1.53% | Reduce -5.9% | 49,082 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.53% | Reduce -5.4% | 45,953 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +11.8% | 50,098 | $1.5M |
| Long Island Wealth Management, Inc. | 0.69% | Add +0.0% | 48,588 | $1.5M |
| William Mack & Associates, Inc. | 0.84% | Reduce -3.2% | 48,395 | $1.5M |
| Altfest L J & Co. Inc. | 0.16% | Add +0.4% | 48,389 | $1.5M |
| Meramec Financial Planners, LLC | 0.59% | Add +6.3% | 45,978 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.2% | 48,151 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +35.8% | 47,703 | $1.5M |
| Seeds Investor LLC | 0.20% | New | 45,339 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.4% | 47,180 | $1.4M |
| Kiley Juergens Wealth Management, LLC | 0.25% | Reduce -0.9% | 47,112 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.9% | 47,089 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 46,954 | $1.4M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +0.0% | 46,452 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.9% | 44,234 | $1.4M |
| United Advisor Group, LLC | 0.17% | Reduce -1.1% | 46,161 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -1.6% | 46,086 | $1.4M |
| BCGM Wealth Management, LLC | 0.35% | Reduce -2.7% | 46,051 | $1.4M |
| Whitener Capital Management, Inc. | 0.32% | Reduce -2.8% | 45,724 | $1.4M |
| Creekside Partners | 0.57% | Reduce -0.7% | 45,698 | $1.4M |
| Kelly Financial Group LLC | 0.35% | Reduce -4.5% | 45,280 | $1.4M |
| Seed Wealth Management, Inc. | 0.94% | No change | 44,930 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.1% | 44,927 | $1.4M |
| RMG Wealth Management LLC | 0.16% | Add +801.8% | 41,508 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.3% | 44,644 | $1.4M |
| Zacks Investment Management | 0.01% | Reduce -31.4% | 44,167 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -75.9% | 43,968 | $1.3M |
| True North Advisors, LLC | 0.15% | Reduce -4.0% | 43,831 | $1.3M |
| Brookwood Investment Group LLC | 0.17% | New | 43,525 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.13% | Reduce -21.5% | 43,429 | $1.3M |
| Vanguard Capital Wealth Advisors | 1.22% | Add +0.4% | 43,048 | $1.3M |
| JMG Financial Group, Ltd. | 0.04% | Add +0.0% | 42,939 | $1.3M |
| Grandview Asset Management LLC | 0.38% | New | 39,209 | $1.3M |
| IMA Advisory Services, Inc. | 0.13% | No change | 42,558 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.76% | Reduce -0.7% | 42,513 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +32.9% | 42,050 | $1.3M |
| Santori & Peters, Inc. | 0.40% | Add +50.6% | 41,799 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +15.1% | 41,337 | $1.3M |
| First County Bank | 0.67% | Reduce -1.1% | 41,113 | $1.3M |
| Thayer Financial, L.L.C. | 1.28% | Add +20.5% | 41,081 | $1.3M |
| Haverford Trust Co | 0.01% | Reduce -0.5% | 40,873 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -78.4% | 40,744 | $1.2M |
| Wedmont Private Capital | 0.04% | Reduce -0.4% | 39,404 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 39,882 | $1.2M |
| Tactive Advisors, LLC | 0.34% | Reduce -4.0% | 39,616 | $1.2M |
| Knuff & Co LLC | 0.36% | Reduce -2.5% | 39,438 | $1.2M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -7.8% | 39,234 | $1.2M |
| Gradient Capital Advisors, LLC | 0.31% | Reduce -8.0% | 39,148 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +3.6% | 39,066 | $1.2M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -7.6% | 38,973 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.18% | Add +0.5% | 38,942 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -3.5% | 38,643 | $1.2M |
| John Boyer, Inc. | 1.18% | Add +0.4% | 38,723 | $1.2M |
| Condor Capital Management | 0.10% | Reduce -12.4% | 38,637 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +3.3% | 38,598 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | New | 36,787 | $1.2M |
| Athena Investment Management | 0.61% | No change | 38,510 | $1.2M |
| Blair William & Co. | 0.00% | Add +0.6% | 38,363 | $1.2M |
| Hoey Investments, Inc. | 0.17% | Reduce -1.3% | 37,447 | $1.1M |
| J. Derek Lewis & Associates Inc. | 0.26% | Add +2.9% | 37,379 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -3.4% | 37,056 | $1.1M |
| Waterford Advisors, LLC | 0.35% | No change | 34,807 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.17% | Add +4.1% | 36,014 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +223.2% | 35,922 | $1.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.57% | Reduce -6.4% | 35,904 | $1.1M |
| Creative Financial Designs Inc. | 0.07% | Add +140.8% | 35,602 | $1.1M |
| Nwam LLC | 0.06% | Reduce -0.2% | 35,496 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +0.8% | 35,168 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | Reduce -10.2% | 35,111 | $1.1M |
| Chesapeake Wealth Management | 0.33% | Add +3.6% | 35,100 | $1.1M |
| LexAurum Advisors, LLC | 0.14% | — | 34,373 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 34,200 | $1.0M |
| Bond & Devick Financial Network, Inc. | 0.29% | No change | 34,080 | $1.0M |
| Smartleaf Asset Management LLC | 0.04% | Add +1.4% | 33,844 | $1.0M |
| Verum Partners LLC | 0.19% | Reduce -0.8% | 32,836 | $1.0M |
| WBH Advisory Inc. | 0.07% | Reduce -1.2% | 32,616 | $999K |
| Bfsg, LLC | 0.09% | Add +0.1% | 32,710 | $998K |
| ARK & TLK Investments, LLC | 0.27% | No change | 32,559 | $993K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -2.0% | 32,403 | $988K |
| Hidden Cove Wealth Management, LLC | 0.63% | Reduce -2.5% | 32,360 | $987K |
| Koesten, Hirschmann & Crabtree, INC. | 0.48% | Reduce -1.3% | 32,231 | $983K |
| Lodestar Private Asset Management LLC | 0.10% | Add +0.8% | 32,223 | $983K |
| Signaturefd, LLC | 0.01% | Reduce -1.0% | 31,773 | $969K |
| Partners Wealth Management, LLC | 1.00% | Reduce -0.4% | 31,742 | $968K |
| D.A. Davidson & Co. | 0.01% | Add +6.1% | 31,649 | $965K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.7% | 31,335 | $959K |
| Red Door Wealth Management, LLC | 0.10% | Add +0.2% | 31,411 | $958K |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 31,302 | $955K |
| Sachetta, LLC | 0.51% | Add +0.3% | 30,825 | $940K |
| HHM Wealth Advisors, LLC | 0.11% | Add +5.4% | 30,705 | $936K |
| Atlas Wealth Partners, LLC | 0.96% | Reduce -5.7% | 30,576 | $933K |
| Indivisible Partners | 0.08% | Reduce -2.8% | 30,513 | $931K |
| Fortune Financial Group, Inc. | 0.84% | Add +100.0% | 30,442 | $928K |
| CM Wealth Advisors LLC | 0.20% | No change | 30,066 | $917K |
| New Republic Capital, LLC | 0.31% | Reduce -11.8% | 30,018 | $916K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -85.7% | 29,974 | $914K |
| Westbourne Investments, Inc. | 0.43% | Reduce -0.1% | 29,778 | $908K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | No change | 29,725 | $907K |
| Bank of Montreal | 0.00% | Add +4.9% | 29,671 | $905K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -9.8% | 29,662 | $905K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.7% | 28,024 | $902K |
| LongView Wealth Management | 0.23% | Add +28.5% | 28,246 | $899K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.9% | 29,448 | $898K |
| StoneX Group Inc. | 0.05% | Add +86.2% | 29,250 | $892K |
| Kelleher Financial Advisors | 0.23% | No change | 29,220 | $891K |
| Old National Bancorp | 0.01% | Reduce -3.1% | 28,965 | $883K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Reduce -2.0% | 28,912 | $883K |
| Bernardo Wealth Planning LLC | 0.17% | Add +0.3% | 28,863 | $880K |
| Greenleaf Trust | 0.01% | No change | 28,650 | $874K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.2% | 28,251 | $862K |
| UMB Bank, n.a. | 0.01% | No change | 28,134 | $858K |
| Visionary Horizons, LLC | 0.42% | Add +7.4% | 28,111 | $857K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -7.1% | 28,101 | $857K |
| Kathmere Capital Management, LLC | 0.05% | Add +0.3% | 28,063 | $856K |
| Everett Harris & Co. | 0.01% | Add +6.1% | 27,994 | $854K |
| HUB Investment Partners, LLC | 0.02% | Reduce -16.7% | 27,586 | $841K |
| Biltmore Family Office, LLC | 0.12% | No change | 27,546 | $840K |
| Kintra Wealth, LLC | 0.06% | Add +28.8% | 27,289 | $832K |
| Independent Wealth Network Inc. | 0.25% | Add +20.3% | 27,085 | $826K |
| &partners | 0.00% | Add +41.3% | 27,031 | $824K |
| WPG Advisers, LLC | 0.60% | Reduce -5.1% | 26,763 | $816K |
| Piedmont Capital Management, LLC | 0.54% | No change | 26,550 | $810K |
| Fifth Third Bancorp | 0.00% | Add +1091.8% | 26,326 | $803K |
| NorthStar Asset Management LLC | 0.39% | Add +0.4% | 26,320 | $803K |
| Ironwood Financial, llc | 0.14% | Reduce -5.2% | 26,273 | $801K |
| Well Done, LLC | 0.12% | No change | 26,265 | $801K |
| Ignite Planners, LLC | 0.12% | Add +74.1% | 26,162 | $798K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.6% | 25,851 | $788K |
| Hancock Whitney Corp. | 0.01% | No change | 24,277 | $788K |
| Park Avenue Securities LLC | 0.01% | Reduce -8.8% | 25,762 | $786K |
| Marquette Asset Management, LLC | 0.12% | No change | 25,654 | $782K |
| FF Advisors,LLC | 0.31% | Add +83.8% | 24,168 | $776K |
| Robinson Smith Wealth Advisors LLC | 0.53% | No change | 25,450 | $776K |
| Principal Securities, Inc. | 0.01% | Reduce -2.8% | 25,395 | $775K |
| WESCAP Management Group, Inc. | 0.15% | Add +9.2% | 25,369 | $774K |
| Smart Portfolios, LLC | 0.77% | Reduce -0.4% | 25,255 | $770K |
| Birchwood Financial Partners, Inc. | 0.74% | Add +0.4% | 25,079 | $765K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.5% | 24,822 | $757K |
| Fortitude Advisory Group L.L.C. | 0.34% | Add +0.5% | 24,531 | $748K |
| Facet Wealth, Inc. | 0.01% | Add +50.9% | 24,425 | $745K |
| Mayfair Advisory Group, LLC | 0.26% | Add +0.5% | 24,397 | $744K |
| Grey Ledge Advisors, LLC | 0.17% | Add +0.7% | 24,301 | $741K |
| Alliance Wealth Management Group | 0.16% | Reduce -0.1% | 24,210 | $738K |
| Towercrest Capital Management | 0.12% | Reduce -0.1% | 24,210 | $738K |
| Lantz Financial LLC | 0.15% | Add +1.5% | 23,971 | $731K |
| SGL Investment Advisors, Inc. | 0.27% | Add +37.3% | 22,031 | $724K |
| Pinion Investment Advisors, LLC | 0.17% | Add +244.7% | 23,689 | $723K |
| Adelphi Trust Co | 0.59% | Reduce -0.0% | 23,654 | $721K |
| MidAtlantic Capital Management, Inc. | 0.50% | Reduce -2.3% | 23,546 | $718K |
| Texas Yale Capital Corp. | 0.02% | Add +0.2% | 23,542 | $718K |
| First American Trust, FSB | 0.05% | No change | 23,400 | $714K |
| Retirement Planning Group, LLC / NY | 0.46% | Add +10.5% | 23,276 | $710K |
| Sculati Wealth Management, LLC | 0.26% | No change | 23,084 | $704K |
| Western Wealth Management, LLC | 0.03% | New | 22,946 | $700K |
| Evergreen Advisors, LLC | 0.16% | New | 22,894 | $698K |
| Greenwood Gearhart LLC | 0.04% | Add +2.2% | 22,762 | $694K |
| Womack Financial LLC | 0.51% | Add +1.6% | 22,621 | $690K |
| Aire Advisors, LLC | 0.13% | Reduce -4.4% | 22,620 | $690K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -25.5% | 22,098 | $674K |
| Brooklyn Investment Group | 0.02% | Add +177.8% | 22,082 | $673K |
| CENTRAL TRUST Co | 0.01% | No change | 22,063 | $673K |
| Milestone Investment Advisors LLC | 0.16% | No change | 21,904 | $668K |
| Bullock Wealth Management Group | 0.33% | Add +0.0% | 21,652 | $663K |
| Blue Trust, Inc. | 0.01% | Add +31.4% | 21,623 | $659K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -71.5% | 21,601 | $659K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 21,558 | $658K |
| KLCM Advisors, Inc. | 0.06% | Add +30.9% | 21,543 | $657K |
| Stonebridge Capital Advisors LLC | 0.05% | Reduce -10.2% | 21,521 | $656K |
| Spartan Wealth Advisory Services LLC | 0.06% | — | 21,443 | $654K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +32.5% | 21,298 | $650K |
| Ring Mountain Capital, LLC | 0.35% | Reduce -0.6% | 21,285 | $649K |
| Rockwood Wealth Management, LLC | 0.05% | New | 21,275 | $649K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.4% | 21,043 | $642K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.4% | 20,767 | $633K |
| Plancorp, LLC | 0.02% | Reduce -12.8% | 20,082 | $632K |
| Brown Advisory Inc. | 0.00% | Add +26.5% | 20,728 | $632K |
| Clear Investment Research, LLC | 0.97% | No change | 20,409 | $622K |
| Uptown Financial Advisors LLC | 0.50% | Reduce -3.4% | 20,352 | $621K |
| VSM Wealth Advisory, LLC | 0.19% | Add +2.0% | 20,318 | $620K |
| Resolute Advisors LLC | 0.25% | Add +0.5% | 20,099 | $613K |
| CIBC Bancorp USA Inc. | 0.00% | — | 20,093 | $613K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +28.8% | 20,090 | $613K |
| Joule Financial, LLC | 0.18% | Reduce -31.4% | 20,020 | $611K |
| Brighton Jones LLC | 0.01% | New | 20,001 | $610K |
| HMV Wealth Advisors, LLC | 0.29% | Reduce -7.2% | 19,992 | $610K |
| Center for Financial Planning, Inc. | 0.06% | Add +1.8% | 19,879 | $606K |
| Renaissance Technologies | 0.00% | Reduce -58.4% | 19,800 | $604K |
| Atlas Capital Advisors Inc. | 0.07% | No change | 19,752 | $602K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -0.4% | 19,677 | $600K |
| Obermeyer Wealth Partners | 0.03% | Add +0.0% | 19,347 | $590K |
| Caprock Group, LLC | 0.01% | Add +151.8% | 19,338 | $590K |
| WNY Asset Management, LLC | 0.06% | — | 19,322 | $589K |
| Investments & Financial Planning, LLC | 0.32% | Add +9.1% | 19,216 | $586K |
| Seneschal Advisors, LLC | 0.43% | No change | 19,164 | $585K |
| Summit Wealth Group LLC / Co. | 0.06% | Reduce -5.5% | 19,109 | $583K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,080 | $582K |
| M Holdings Securities, Inc. | 0.04% | Reduce -2.2% | 17,519 | $576K |
| Fonville Wealth Management LLC | 0.11% | Reduce -1.4% | 18,823 | $574K |
| Zhang Financial LLC | 0.02% | Add +4.7% | 18,767 | $572K |
| Sage Mountain Advisors LLC | 0.04% | Add +0.3% | 18,754 | $572K |
| SkyOak Wealth, LLC | 0.10% | No change | 18,744 | $572K |
| Livet Wealth, LLC | 0.36% | Reduce -6.5% | 18,603 | $567K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 18,496 | $564K |
| International Assets Investment Management, LLC | 0.04% | Add +24.7% | 18,224 | $558K |
| Burkett Financial Services, LLC | 0.19% | Reduce -25.6% | 18,285 | $558K |
| Carret Asset Management, LLC | 0.05% | Add +1.4% | 18,283 | $558K |
| Radnor Capital Management, LLC | 0.08% | No change | 18,210 | $555K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,210 | $555K |
| Boyum Wealth Architects LLC | 0.23% | No change | 17,125 | $554K |
| NorthRock Partners, LLC | 0.01% | Add +1.3% | 18,134 | $553K |
| Vawter Financial, Ltd. | 0.23% | Reduce -1.9% | 17,886 | $546K |
| Goldstein Advisors, LLC | 0.06% | No change | 17,788 | $543K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 17,597 | $537K |
| Elm Partners Management LLC | 0.02% | Add +0.0% | 17,882 | $535K |
| Jane Street Group, LLC | 0.00% | New | 17,416 | $531K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +1.7% | 17,326 | $528K |
| Tounjian Advisory Partners, LLC | 0.19% | Add +0.5% | 17,319 | $528K |
| Keating Financial Advisory Services, Inc. | 0.09% | Add +1.7% | 17,267 | $527K |
| Archvest Wealth Advisors, Inc. | 0.34% | New | 17,254 | $526K |
| Basepoint Wealth LLC | 0.29% | Add +6.1% | 16,809 | $513K |
| Fulton Bank, N.A. | 0.02% | No change | 16,779 | $512K |
| WMG Financial Advisors, LLC | 0.21% | Reduce -1.6% | 16,516 | $504K |
| Lynx Investment Advisory | 0.24% | Reduce -4.0% | 16,498 | $503K |
| Citigroup Inc. | 0.00% | Add +9.9% | 16,120 | $492K |
| Smith Salley Wealth Management | 0.02% | No change | 16,042 | $489K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -0.6% | 16,030 | $489K |
| Blueprint Investment Partners LLC | 0.05% | Reduce -35.0% | 15,886 | $485K |
| TruNorth Capital Management, LLC | 0.09% | No change | 15,885 | $484K |
| Brickley Wealth Management | 0.08% | Reduce -0.1% | 15,805 | $482K |
| American Investment Services, Inc. | 0.11% | No change | 15,663 | $478K |
| Theory Financial LLC | 0.17% | No change | 15,618 | $476K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -1.1% | 15,610 | $476K |
| Cascade Investment Advisors, Inc. | 0.28% | Add +4.4% | 15,574 | $475K |
| Prudent Investors Network, Inc. | 0.10% | No change | 15,518 | $473K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 15,395 | $470K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -7.2% | 15,362 | $469K |
| Geometric Wealth Advisors | 0.06% | Add +2.5% | 15,206 | $464K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.6% | 15,024 | $463K |
| Blueprint Financial Advisors LLC | 0.07% | Reduce -36.1% | 15,166 | $463K |
| Payne Capital LLC | 0.42% | Reduce -6.8% | 15,162 | $462K |
| Mayport, LLC | 0.09% | Add +16.3% | 15,143 | $462K |
| Wealth Dimensions Group, Ltd. | 0.09% | New | 15,114 | $461K |
| Princeton Global Asset Management LLC | 0.07% | No change | 15,040 | $459K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -10.4% | 15,003 | $458K |
| Abacus Planning Group, Inc. | 0.06% | Add +4.5% | 14,787 | $451K |
| Lakeridge Wealth Management LLC | 0.19% | Reduce -0.4% | 14,717 | $449K |
| Oarsman Capital, Inc. | 0.06% | Reduce -12.9% | 14,649 | $447K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +72.4% | 14,547 | $444K |
| Vaughan David Investments LLC | 0.01% | Add +2.6% | 14,389 | $439K |
| Diversified Investment Strategies, LLC | 0.28% | No change | 14,284 | $436K |
| Schwallier Wealth Management LLC | 0.32% | Add +0.4% | 14,236 | $434K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 14,200 | $433K |
| Axxcess Wealth Management, LLC | 0.01% | New | 14,139 | $431K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 14,109 | $430K |
| Schrum Private Wealth Management LLC | 0.33% | Add +0.0% | 14,031 | $428K |
| Sachem Hill LLC | 0.08% | Reduce -0.5% | 13,958 | $426K |
| Tanglewood Legacy Advisors, LLC | 0.15% | No change | 13,953 | $426K |
| Sigma Planning Corp | 0.01% | Add +10.0% | 13,922 | $425K |
| FLC Capital Advisors | 0.08% | Add +2.2% | 13,833 | $422K |
| SageView Advisory Group, LLC | 0.02% | Reduce -6.3% | 13,775 | $420K |
| Columbia River Financial Group, LLC | 0.24% | Add +0.1% | 13,631 | $415K |
| Global Wealth Strategies & Associates | 0.10% | Reduce -36.3% | 13,571 | $414K |
| Traveka Wealth, LLC | 0.16% | Add +2.2% | 13,496 | $412K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -2.7% | 13,490 | $411K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.0% | 13,462 | $411K |
| True Vision MN LLC | 0.21% | Reduce -2.9% | 13,456 | $410K |
| Associated Banc-Corp | 0.01% | No change | 13,446 | $410K |
| Westmount Partners, LLC | 0.10% | No change | 13,277 | $405K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 13,258 | $404K |
| SCS Capital Management LLC | 0.00% | Reduce -64.7% | 13,234 | $404K |
| Meredith Wealth Planning | 0.11% | No change | 13,224 | $403K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | No change | 13,074 | $399K |
| Cooper/Haims Advisors, LLC | 0.19% | Reduce -10.9% | 13,073 | $399K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 12,816 | $391K |
| Quarry Hill Advisors, LLC | 0.16% | Add +0.1% | 12,120 | $389K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.5% | 12,687 | $387K |
| Phil A. Younker & Associates, Ltd. | 0.26% | No change | 12,660 | $386K |
| Stone Summit Wealth LLC | 0.11% | Reduce -4.7% | 12,590 | $384K |
| Certior Financial Group, LLC | 0.24% | Reduce -6.6% | 12,567 | $383K |
| LifeSteps Financial, Inc. | 0.24% | Reduce -6.5% | 12,564 | $383K |
| Mengis Capital Management, Inc. | 0.07% | Reduce -1.3% | 12,532 | $382K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Reduce -15.7% | 12,500 | $381K |
| Allied Investment Advisors, LLC | 0.05% | No change | 12,451 | $380K |
| Cambridge Advisors Inc. | 0.07% | Add +0.1% | 12,394 | $378K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 12,365 | $377K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -14.7% | 12,355 | $377K |
| Aptus Capital Advisors, LLC | 0.00% | Add +23.9% | 12,350 | $377K |
| Signature Equity Partners, LLC | 0.20% | Add +5.9% | 12,265 | $374K |
| Hurley Capital, LLC | 0.20% | Add +0.1% | 12,247 | $374K |
| Chapman Financial Group, LLC | 0.27% | No change | 12,156 | $371K |
| Chesley Taft & Associates LLC | 0.02% | No change | 12,130 | $370K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -13.9% | 12,035 | $367K |
| Atria Investments, Inc | 0.00% | Add +4.3% | 11,920 | $364K |
| Tenret Co LLC | 0.17% | Reduce -12.2% | 11,717 | $357K |
| Chapin Davis, Inc. | 0.08% | No change | 11,640 | $355K |
| Natixis Advisors, LLC | 0.00% | Reduce -12.3% | 11,561 | $353K |
| LWM Advisors Inc. | 0.30% | Add +0.1% | 11,515 | $351K |
| American Trust | 0.03% | Reduce -27.5% | 11,507 | $351K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 11,457 | $349K |
| Austin Asset Management Co Inc | 0.06% | No change | 11,439 | $349K |
| AIMZ Investment Advisors, LLC | 0.11% | No change | 11,400 | $348K |
| MB Generational Wealth, LLC | 0.19% | No change | 11,382 | $347K |
| Sterling Wealth Advisors Inc | 0.20% | No change | 10,780 | $346K |
| First Western Trust Bank | 0.02% | No change | 11,304 | $345K |
| Fortis Capital Management LLC | 0.05% | Add +0.0% | 11,269 | $344K |
| Tandem Financial, LLC | 0.12% | New | 11,213 | $342K |
| Fisher Asset Management | 0.00% | Reduce -36.9% | 11,163 | $340K |
| Mirador Capital Partners LP | 0.05% | Add +2.8% | 11,083 | $338K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 11,040 | $337K |
| Advisory Alpha, LLC | 0.01% | New | 10,974 | $335K |
| Centaurus Financial, Inc. | 0.02% | Add +0.0% | 10,957 | $334K |
| Aurora Private Wealth, Inc. | 0.24% | No change | 11,234 | $333K |
| DecisionMap Wealth Management, LLC | 0.21% | Reduce -6.0% | 10,873 | $332K |
| Bluedoor Private Wealth, LLC | 0.15% | Reduce -11.8% | 10,859 | $331K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +0.3% | 10,812 | $330K |
| Milestone Asset Management Group, LLC | 0.19% | Add +0.3% | 10,619 | $324K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 10,608 | $324K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 10,500 | $320K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 10,452 | $319K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.5% | 10,450 | $319K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.1% | 10,417 | $318K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -72.1% | 9,943 | $318K |
| Disciplined Investors, L.L.C. | 0.19% | Reduce -2.8% | 10,405 | $317K |
| PUREfi Wealth, LLC | 0.21% | New | 10,353 | $316K |
| Truepoint, Inc. | 0.01% | Reduce -0.2% | 10,329 | $315K |
| Hardin Capital Partners, LLC | 0.15% | No change | 10,276 | $313K |
| Trust Point Inc. | 0.03% | Add +21.3% | 10,249 | $313K |
| Bragg Financial Advisors, Inc | 0.01% | New | 10,245 | $312K |
| TrustWell Financial Advisors, LLC | 0.29% | No change | 10,199 | $311K |
| Code Waechter LLC | 0.18% | No change | 10,166 | $310K |
| Front Row Advisors LLC | 0.10% | Add +0.7% | 10,052 | $307K |
| Wealthspan Partners, LLC | 0.11% | No change | 10,031 | $306K |
| Bridges Investment Management Inc. | 0.00% | No change | 9,995 | $305K |
| Shearwater Capital LLC | 0.16% | No change | 9,992 | $305K |
| Waterfront Wealth Inc. | 0.06% | No change | 9,846 | $300K |
| Resurgent Financial Advisors LLC | 0.11% | Reduce -0.2% | 9,824 | $300K |
| Valmark Advisers, Inc. | 0.00% | Add +17.9% | 9,806 | $299K |
| Bensler, LLC | 0.03% | Add +0.1% | 9,797 | $299K |
| Klingman & Associates, LLC | 0.01% | Reduce -9.0% | 9,787 | $299K |
| Evanson Asset Management, LLC | 0.02% | Reduce -11.4% | 9,770 | $298K |
| Forza Wealth Management, LLC | 0.10% | No change | 9,768 | $298K |
| RBA Wealth Management, LLC | 0.11% | Reduce -0.7% | 9,765 | $298K |
| Acropolis Investment Management, LLC | 0.01% | No change | 9,684 | $295K |
| IF Advisors, LLC | 0.21% | New | 9,680 | $295K |
| Marble Wealth, LLC | 0.05% | Add +0.0% | 9,636 | $294K |
| CCG Wealth Management, LLC | 0.08% | Add +7.6% | 9,598 | $293K |
| Accelerate Investment Advisors LLC | 0.19% | Reduce -0.8% | 9,519 | $290K |
| Bellwether Advisors, LLC | 0.05% | No change | 9,473 | $289K |
| Glenmede Trust Co. NA | 0.00% | No change | 9,380 | $286K |
| Curi Capital, LLC | 0.01% | No change | 9,355 | $285K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -52.4% | 9,337 | $285K |
| Columbia Advisory Partners LLC | 0.18% | Reduce -18.6% | 9,297 | $284K |
| Marotta Asset Management | 0.05% | Reduce -15.8% | 9,220 | $282K |
| Legacy Edge Advisors, LLC | 0.03% | New | 9,246 | $282K |
| Frisch Financial Group, Inc. | 0.06% | New | 9,187 | $280K |
| PFG Investments, LLC | 0.01% | New | 9,185 | $280K |
| Beck Mack & Oliver LLC | 0.01% | No change | 9,134 | $279K |
| Forum Financial Management, LP | 0.00% | Add +16.2% | 9,092 | $277K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -3.1% | 9,070 | $277K |
| DHJJ Financial Advisors, Ltd. | 0.09% | Reduce -3.6% | 9,062 | $276K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -3.2% | 9,039 | $276K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +4.2% | 9,014 | $275K |
| IAG Wealth Partners, LLC | 0.03% | No change | 9,000 | $275K |
| Pathfinder Wealth Consulting, Inc. | 0.18% | No change | 8,999 | $274K |
| Rialto Wealth Management, LLC | 0.06% | Add +0.1% | 8,960 | $273K |
| Aspen Investment Management Inc | 0.08% | Add +0.1% | 8,953 | $273K |
| KCM Investment Advisors LLC | 0.01% | Add +17.4% | 8,928 | $272K |
| Clark Wealth Partners | 0.18% | Add +0.4% | 8,928 | $272K |
| Manning & Napier Advisors LLC | 0.00% | No change | 8,910 | $272K |
| Acorn Financial Advisory Services Inc. | 0.04% | Add +0.4% | 8,899 | $271K |
| Vanguard Advisers Inc. | 0.00% | — | 8,887 | $271K |
| Stonebrook Private Inc. | 0.06% | No change | 8,862 | $270K |
| Millennium Capital Advisors, LLC | 0.17% | Reduce -6.3% | 8,852 | $270K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +0.4% | 8,799 | $268K |
| Silverlake Wealth Management LLC | 0.06% | Add +10.6% | 8,754 | $267K |
| Diversified Trust Co. | 0.00% | Add +0.2% | 8,714 | $266K |
| Security National Bank of So Dak | 0.13% | No change | 8,691 | $265K |
| Hengehold Capital Management LLC | 0.02% | Reduce -18.7% | 8,612 | $263K |
| Bell Investment Advisors, Inc | 0.04% | Add +32.7% | 8,610 | $263K |
| TCFG Wealth Management, LLC | 0.10% | No change | 8,508 | $259K |
| TCFG Investment Advisors, LLC | 0.10% | — | 8,508 | $259K |
| Matisse Capital | 0.11% | No change | 8,503 | $259K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 8,485 | $259K |
| Moneco Advisors, LLC | 0.02% | Add +0.9% | 8,419 | $257K |
| Madden Advisory Services, Inc. | 0.10% | Add +15.9% | 8,399 | $256K |
| Focused Wealth Management, Inc | 0.03% | Add +0.5% | 8,381 | $256K |
| Harbor Asset Planning, Inc. | 0.21% | Add +0.5% | 8,301 | $253K |
| Lutz Financial Services LLC | 0.02% | No change | 8,275 | $252K |
| Brian Low Financial Group, LLC | 0.17% | Reduce -3.7% | 8,218 | $251K |
| Penobscot Wealth Management | 0.07% | Add +0.3% | 8,215 | $251K |
| Hillcrest Wealth Advisors - NY, LLC | 0.10% | Add +1.2% | 8,188 | $250K |
| Essex LLC | 0.04% | Add +9.1% | 8,176 | $249K |
| Collective Family Office LLC | 0.06% | No change | 8,163 | $249K |
| Carnegie Investment Counsel | 0.00% | Reduce -10.0% | 8,134 | $248K |
| Strategic Financial Concepts, LLC | 0.06% | New | 8,132 | $248K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -5.2% | 8,104 | $247K |
| Advocate Group LLC | 0.04% | No change | 8,100 | $247K |
| Hill Island Financial LLC | 0.06% | Reduce -10.1% | 8,096 | $247K |
| Motco | 0.02% | New | 8,094 | $247K |
| GS Investments, Inc. | 0.14% | Reduce -1.8% | 8,062 | $246K |
| Comprehensive Financial Planning, Inc. | 0.17% | Add +2680.6% | 8,008 | $244K |
| Advyzon Investment Management, LLC | 0.02% | Add +0.0% | 7,943 | $242K |
| CWA Asset Management Group, LLC | 0.01% | No change | 7,941 | $242K |
| G&S Capital LLC | 0.08% | Add +0.2% | 7,890 | $241K |
| Anchor Investment Management, LLC | 0.02% | Reduce -2.4% | 7,878 | $240K |
| Clark Asset Management, LLC | 0.02% | No change | 7,863 | $240K |
| Leo Wealth, LLC | 0.02% | Reduce -9.7% | 7,846 | $239K |
| Parkside Financial Bank & Trust | 0.02% | No change | 7,836 | $239K |
| Legacy Solutions, LLC | 0.22% | Reduce -1.9% | 7,798 | $238K |
| Guardian Asset Advisors, LLC | 0.14% | Reduce -20.7% | 7,776 | $237K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 7,758 | $237K |
| Granite Bay Wealth Management, LLC | 0.05% | Add +0.5% | 7,757 | $237K |
| AlphaCore Capital LLC | 0.01% | Reduce -4.9% | 7,701 | $235K |
| Perissos Private Wealth Management, LLC | 0.20% | Add +0.3% | 7,676 | $234K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.4% | 7,671 | $234K |
| Sunrise Financial Services, LLC | 0.17% | Add +8.7% | 7,639 | $233K |
| Total Investment Management Inc. | 0.03% | No change | 7,626 | $233K |
| Landaas & Co. /Wi | 0.05% | No change | 7,600 | $232K |
| William Howard & Co Financial Advisors Inc | 0.20% | Reduce -4.5% | 7,595 | $232K |
| Signal Tree Financial Partners LLC | 0.17% | No change | 7,593 | $232K |
| Wedbush Securities Inc. | 0.01% | No change | 7,586 | $231K |
| Claro Advisors Inc. | 0.03% | New | 7,528 | $230K |
| TritonPoint Partners, LLC | 0.08% | New | 7,518 | $229K |
| HBW Advisory Services LLC | 0.02% | New | 7,470 | $228K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 7,446 | $227K |
| Synergy Financial Group, LTD | 0.17% | No change | 7,398 | $226K |
| Wedgewood Investors Inc. | 0.26% | No change | 7,389 | $225K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -21.2% | 7,367 | $225K |
| Pennington Partners & Co., LLC | 0.08% | New | 7,338 | $224K |
| Keudell/Morrison Wealth Management | 0.05% | New | 7,300 | $223K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +61.4% | 7,273 | $222K |
| GAMMA Investing LLC | 0.01% | No change | 7,223 | $220K |
| Richards, Merrill & Peterson, Inc. | 0.08% | No change | 7,192 | $219K |
| Praetorian Wealth Management, Inc. | 0.04% | Reduce -10.9% | 6,901 | $218K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -17.9% | 7,125 | $217K |
| Eddie Patel Inc | 0.17% | New | 7,121 | $217K |
| Core Wealth Advisors, LLC | 0.17% | No change | 7,090 | $216K |
| Commerce Bank | 0.00% | No change | 7,071 | $216K |
| Leading Edge Financial Planning LLC | 0.05% | No change | 7,061 | $215K |
| Empower Advisory Group, LLC | 0.00% | New | 7,038 | $215K |
| Appleton Partners Inc. | 0.01% | No change | 7,031 | $214K |
| Fearless Solutions, LLC dba Best Invest | 0.13% | Reduce -0.6% | 7,006 | $214K |
| First Foundation Advisors | 0.01% | No change | 6,903 | $211K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 6,902 | $211K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 6,891 | $210K |
| Hamilton Capital, LLC | 0.01% | No change | 6,885 | $210K |
| GoalVest Advisory LLC | 0.04% | No change | 6,873 | $210K |
| FRG Family Wealth Advisors LLC | 0.03% | No change | 6,861 | $209K |
| CVFG LLC | 0.03% | No change | 6,858 | $209K |
| VestGen Advisors, LLC | 0.01% | New | 6,369 | $209K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,847 | $209K |
| Wealth Management Nebraska | 0.02% | No change | 6,798 | $207K |
| FSA Advisors, Inc. | 0.14% | New | 6,767 | $206K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,765 | $206K |
| Saxony Capital Management, LLC | 0.12% | New | 6,739 | $206K |
| Crestwood Advisors Group, LLC | 0.00% | New | 6,738 | $206K |
| Perryman Financial Advisory Inc. | 0.03% | New | 6,727 | $205K |
| Fort Vancouver Investment Management, LLC | 0.10% | No change | 6,711 | $205K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.3% | 6,642 | $203K |
| Legacy Financial Group LLC | 0.03% | Add +0.5% | 6,612 | $202K |
| Belpointe Asset Management LLC | 0.01% | New | 6,606 | $201K |
| Fiduciary Financial Advisors | 0.18% | — | 6,604 | $201K |
| PFG Advisors | 0.01% | Reduce -36.6% | 6,575 | $201K |
| Orographic Financial Advisors, LLC | 0.14% | — | 6,584 | $200K |
| Missouri Trust & Investment Co | 0.06% | Add +38.8% | 6,467 | $197K |
| Chilton Capital Management LLC | 0.01% | No change | 6,399 | $195K |
| Wealth Preservation Advisors, LLC | 0.16% | Reduce -60.1% | 6,357 | $194K |
| Legacy Bridge, LLC | 0.07% | No change | 6,341 | $193K |
| Blueline Advisors LLC | 0.15% | Reduce -1.4% | 6,338 | $193K |
| West Paces Advisors Inc. | 0.04% | No change | 6,300 | $192K |
| Valley National Advisers Inc. | 0.02% | Reduce -1.2% | 6,158 | $187K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +0.2% | 5,540 | $169K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.1% | 5,504 | $168K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 5,320 | $162K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 5,289 | $161K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.7% | 5,080 | $155K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -2.0% | 4,905 | $150K |
| Costello Asset Management, INC | 0.05% | Add +0.3% | 4,768 | $145K |
| Lodestone Wealth Management LLC | 0.06% | Add +0.1% | 4,741 | $145K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 4,699 | $143K |
| Arax Advisory Partners | 0.00% | Add +165.9% | 4,695 | $143K |
| Private Trust Co. NA | 0.01% | Add +0.5% | 4,630 | $141K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,571 | $139K |
| Kennebec Savings Bank | 0.12% | Reduce -42.8% | 4,531 | $138K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 4,473 | $136K |
| Ameriflex Group, Inc. | 0.07% | Add +0.3% | 4,306 | $131K |
| Raffa Wealth Management, LLC | 0.02% | No change | 4,262 | $130K |
| N.E.W. Advisory Services LLC | 0.01% | Add +253.6% | 4,183 | $128K |
| Gleason Group, Inc. | 0.01% | New | 4,176 | $127K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -7.6% | 3,982 | $121K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 3,921 | $120K |
| Robbins Farley | 0.05% | Reduce -0.1% | 3,838 | $117K |
| Operose Advisors LLC | 0.03% | Add +369.5% | 3,704 | $113K |
| Root Financial Partners, LLC | 0.01% | Add +11.9% | 3,668 | $112K |
| KERR FINANCIAL PLANNING Corp | 0.08% | Reduce -49.6% | 3,375 | $108K |
| NWK Group, Inc. | 0.04% | Add +148.9% | 3,524 | $107K |
| Howe & Rusling Inc. | 0.01% | Add +1.4% | 3,520 | $107K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 3,370 | $103K |
| Crews Bank & Trust | 0.01% | No change | 3,186 | $97K |
| Evensky & Katz LLC | 0.01% | Add +0.3% | 3,081 | $94K |
| Kozak & Associates, Inc. | 0.02% | Add +0.5% | 2,905 | $92K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,000 | $92K |
| Citizens National Bank Trust Department | 0.02% | No change | 2,965 | $90K |
| Peachtree Investment Partners, LLC | 0.03% | Add +628.6% | 2,900 | $88K |
| Founders Financial Alliance, LLC | 0.02% | New | 2,876 | $88K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 2,686 | $82K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 2,667 | $81K |
| Bessemer Group Inc. | 0.00% | New | 2,549 | $78K |
| SouthState Bank Corp | 0.00% | Reduce -2.3% | 2,542 | $78K |
| SRH Advisors, LLC | 0.02% | Reduce -40.0% | 2,484 | $76K |
| IFG Advisory, LLC | 0.20% | New | 2,276 | $69K |
| Networth Advisors, LLC | 0.05% | New | 2,253 | $69K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,244 | $68K |
| Caldwell Trust Co | 0.01% | No change | 2,235 | $68K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 2,227 | $68K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,175 | $66K |
| Tsfg, LLC | 0.01% | No change | 2,088 | $64K |
| Spire Wealth Management | 0.00% | Reduce -0.6% | 2,096 | $64K |
| JNBA Financial Advisors | 0.01% | No change | 2,067 | $63K |
| Burk Holdings LLC | 0.03% | New | 2,007 | $61K |
| Advisortrust Partners, LLC | 0.02% | New | 1,903 | $58K |
| Ancora Advisors LLC | 0.00% | No change | 1,899 | $58K |
| Pflug Koory, LLC | 0.02% | No change | 1,750 | $53K |
| Intentional Wealth Strategies, LLC | 0.05% | — | 1,728 | $53K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -19.7% | 1,624 | $50K |
| Key Financial Inc | 0.01% | No change | 1,621 | $49K |
| MTM Investment Management, LLC | 0.02% | Reduce -22.4% | 1,619 | $49K |
| Acumen Wealth Advisors, LLC | 0.01% | No change | 1,589 | $48K |
| Strategic Wealth Advisors LLC | 0.04% | Add +95.6% | 1,526 | $46K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,500 | $46K |
| Winthrop Capital Management, LLC | 0.01% | Add +130.7% | 1,412 | $43K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,275 | $42K |
| Family Capital Trust Co | 0.01% | Reduce -1.4% | 1,281 | $39K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 1,263 | $39K |
| Tidemark, LLC | 0.01% | No change | 1,200 | $37K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,197 | $37K |
| First Community Trust NA | 0.03% | No change | 1,188 | $36K |
| CVA Family Office, LLC | 0.00% | Reduce -21.2% | 1,114 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -3.2% | 1,092 | $33K |
| Versant Capital Management, Inc | 0.00% | No change | 1,090 | $33K |
| Phillips Financial Management, LLC | 0.00% | Reduce -47.7% | 1,067 | $33K |
| Ascentis Independent Advisors | 0.00% | New | 1,048 | $32K |
| Dagco, Inc. | 0.01% | No change | 1,041 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 996 | $30K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 959 | $29K |
| Jackson Hole Capital Partners, LLC | 0.00% | Reduce -23.1% | 900 | $27K |
| DT Investment Partners, LLC | 0.00% | No change | 894 | $27K |
| JPL Wealth Management, LLC | 0.01% | New | 885 | $27K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 876 | $27K |
| Abound Wealth Management | 0.01% | No change | 864 | $26K |
| 3 Factor Indexing, LLC | 0.02% | — | 861 | $26K |
| Horizons Wealth Management | 0.02% | No change | 838 | $26K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 831 | $25K |
| Scarborough Advisors, LLC | 0.00% | New | 735 | $22K |
| True Wealth Design, LLC | 0.01% | New | 702 | $21K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 660 | $20K |
| REAP Financial Group, LLC | 0.00% | Reduce -72.2% | 640 | $20K |
| Ares Financial Consulting, LLC | 0.01% | Add +0.3% | 620 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 591 | $18K |
| Carolina Wealth Advisors, LLC | 0.01% | Add +2.8% | 581 | $18K |
| MBM Wealth Consultants, LLC | 0.00% | New | 576 | $18K |
| First PREMIER Bank | 0.00% | No change | 510 | $16K |
| Main Street Group, LTD | 0.00% | New | 499 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 483 | $15K |
| Wealth Science Advisors LLC | 0.01% | New | 477 | $14K |
| Evolution Wealth Management Inc. | 0.01% | No change | 456 | $14K |
| True Link Financial Advisors, LLC | 0.00% | New | 456 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.5% | 446 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 435 | $13K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 401 | $12K |
| Align Financial, LLC | 0.01% | Reduce -96.6% | 375 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 354 | $11K |
| HM Payson & Co. | 0.00% | New | 346 | $11K |
| Crewe Advisors LLC | 0.00% | Add +0.3% | 330 | $10K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 300 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 299 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -3.3% | 298 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 290 | $9K |
| Park Place Capital Corp | 0.00% | No change | 282 | $9K |
| LRI Investments, LLC | 0.00% | No change | 261 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 253 | $8K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 247 | $8K |
| National Bank of Canada | 0.00% | New | 247 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 225 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -82.2% | 209 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -12.0% | 206 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 195 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 189 | $6K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 174 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $5K |
| Your Advocates Ltd., LLP | 0.00% | New | 123 | $4K |
| NorthAvenue LLC | 0.00% | No change | 122 | $4K |
| Destiny Wealth Partners, LLC | 0.00% | New | 120 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 100 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 99 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +111.1% | 76 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 65 | $2K |
| Imprint Wealth LLC | 0.01% | No change | 57 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 55 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -51.0% | 47 | $1K |
| Clayton Financial Group LLC | 0.00% | Add +2.9% | 36 | $1K |
| TopTier Wealth Management, LLC | 0.00% | New | 34 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 30 | $915 |
| Kilter Group LLC | 0.00% | Reduce -3.2% | 30 | $915 |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 30 | $915 |
| Quaker Wealth Management, LLC | 0.00% | No change | 29 | $885 |
| Activest Wealth Management | 0.00% | No change | 29 | $885 |
| Wolff Wiese Magana LLC | 0.00% | Reduce -25.0% | 15 | $458 |
| SJS Investment Consulting Inc. | 0.00% | New | 15 | $458 |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $458 |
| Integrity Financial Corp | 0.00% | No change | 9 | $275 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 5 | $146 |
| Capital Advisor Network LLC | 0.00% | — | 4 | $122 |
"% 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.