Vngrd Mrngst SL-CP Val ETF-UVBRETF

13F holders, Q2 2024 (June 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

1,369holders −7

59new positions

72sold out

7famous investors

$179.73avg. 13F price*

At the end of Q2 2024, 1,369 institutions reported holding Vngrd Mrngst SL-CP Val ETF-U (VBR) in their 13F filings, down 7 from Q1 2024. 59 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($3.1B), Morgan Stanley ($708.0M) and Betterment LLC ($699.7M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company: Vngrd Mrngst SL-CP Val ETF-U
Filed as: VANGUARD INDEX FDS (Q2 2024)
CUSIP: 922908611
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

	Institutions	Total Value
New Positions	59	$57.8M
Exits	72	$50.9M

All 13F filers, Q1 2024 → Q2 2024: 6,115,747 shares bought and 4,241,916 shares sold, net +1,873,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,369 holders


Bank of America Corp.	0.29%	Add +6.5%	16,792,976	$3.1B
Morgan Stanley	0.05%	Reduce -6.9%	3,878,881	$708.0M
Betterment LLC	1.81%	Reduce -10.0%	3,833,661	$699.7M
Assetmark, Inc.	2.08%	Add +4.1%	3,678,348	$671.4M
Jones Financial Companies LLLP	0.50%	Reduce -22.6%	2,352,211	$429.3M
Envestnet Asset Management Inc.	0.14%	Add +0.7%	2,188,628	$399.5M
Wells Fargo & Company	0.07%	Reduce -0.3%	1,565,828	$285.8M
Mather Group, Llc.	3.43%	Add +1.0%	1,452,121	$278.6M
UBS Group AG	0.09%	Reduce -0.6%	1,519,052	$277.3M
Goldman Sachs Group Inc.	0.05%	Reduce -2.3%	1,445,451	$263.8M
Axiom Advisory, LLC	2.72%	Add +6265.9%	1,349,701	$249.3M
Sei Investments Co.	0.35%	Add +5.5%	1,336,004	$243.9M
LPL Financial LLC	0.10%	Add +1.5%	1,150,361	$210.0M
Choreo, LLC	2.58%	Reduce -3.9%	850,822	$153.6M
Aspiriant, LLC	6.11%	Add +9.0%	820,871	$149.8M
PNC Financial Services Group, Inc.	0.10%	Reduce -22.9%	795,036	$145.1M
Allworth Financial LP	0.86%	Add +1.6%	696,868	$133.5M
Osaic Holdings, Inc.	0.31%	Reduce -0.8%	717,682	$131.1M
HighTower Advisors, LLC	0.20%	Reduce -7.3%	693,430	$126.6M
Tiaa Trust, National Association	0.38%	Add +0.5%	682,735	$124.6M
Ameriprise Financial Inc.	0.03%	Reduce -10.5%	650,071	$118.6M
Commonwealth Equity Services, LLC	0.18%	Add +1.1%	623,769	$113.8M
Cetera Investment Advisers	0.25%	Add +0.6%	606,147	$110.6M
Efficient Advisors, LLC	6.93%	Reduce -2.0%	585,468	$106.9M
JPMorgan Chase & Co.	0.01%	Add +1.0%	544,292	$99.3M
Bank of Montreal	0.03%	Reduce -1.9%	513,713	$94.9M
Raymond James Financial Services Advisors, Inc.	0.13%	Add +7.2%	508,818	$92.9M
Focus Partners Wealth	0.31%	Add +116.7%	507,150	$92.6M
Symmetry Partners, LLC	4.66%	Add +80.2%	495,927	$90.5M
Mill Creek Capital Advisors, LLC	2.22%	Reduce -13.7%	477,777	$87.2M
Royal Bank of Canada	0.02%	Reduce -2.6%	472,647	$86.3M
United Capital Financial Advisors, LLC	0.67%	Reduce -2.4%	429,435	$78.4M
Rockefeller Capital Management L.P.	0.21%	Reduce -1.1%	402,989	$73.6M
Raymond James & Associates	0.05%	Add +5.1%	389,334	$71.1M
Retirement Systems of Alabama	0.27%	No change	382,480	$69.8M
Stephens Group Asset Management, LLC	6.29%	Add +1.3%	377,573	$68.9M
Mariner, LLC	0.13%	Add +0.7%	375,927	$68.6M
Rwa Wealth Partners, LLC	0.90%	Add +1.8%	374,742	$68.4M
PDS Planning, Inc	6.83%	Add +2.4%	371,074	$67.7M
Moneta Group Investment Advisors LLC	1.01%	Add +0.8%	346,313	$63.2M
Comprehensive Financial Management LLC	2.10%	Reduce -13.9%	324,376	$59.5M
Northwestern Mutual Wealth Management Co.	0.06%	Reduce -0.9%	324,958	$59.3M
Wealth Enhancement Advisory Services, LLC	0.14%	Add +1.5%	324,199	$59.2M
Modera Wealth Management, LLC	0.85%	Add +8.1%	317,270	$57.9M
Savant Capital, LLC	0.57%	Reduce -26.9%	313,239	$57.2M
Retirement Investment Advisors, Inc.	6.93%	—	312,693	$57.1M
1832 Asset Management L.P.	0.10%	Reduce -0.2%	311,387	$56.8M
Charles Schwab Investment Management Inc.	0.01%	Reduce -4.3%	310,787	$56.7M
Exencial Wealth Advisors, LLC	2.07%	Reduce -9.5%	300,814	$54.9M
Rodgers & Associates, LTD	7.02%	Add +1.1%	298,763	$54.5M
Stifel Financial Corp.	0.06%	Reduce -4.8%	297,539	$54.3M
Verus Financial Partners, Inc.	6.21%	Reduce -0.2%	292,818	$53.4M
JMG Financial Group, Ltd.	1.96%	Add +0.4%	287,007	$52.4M
Park Avenue Securities LLC	0.64%	Add +8.5%	286,021	$52.2M
Mason Investment Advisory Services, Inc.	3.22%	Add +1.3%	285,141	$52.0M
Mokosak Advisory Group, LLC	16.62%	Add +1.0%	275,450	$50.3M
Bragg Financial Advisors, Inc	2.19%	Add +3.2%	268,493	$49.0M
Cresset Asset Management, LLC	0.21%	Add +7.2%	266,306	$48.9M
Cerity Partners LLC	0.13%	Add +12.5%	260,765	$47.6M
Center for Financial Planning, Inc.	6.49%	Add +0.8%	245,894	$44.9M
Creative Planning	0.05%	Add +0.6%	244,171	$44.6M
Zhang Financial LLC	3.10%	Add +0.6%	242,984	$44.3M
Stephens Inc.	0.66%	Add +19.6%	237,424	$43.3M
MML Investors Services, LLC	0.17%	Reduce -7.6%	233,852	$42.7M
Thompson Siegel & Walmsley LLC	0.68%	Add +0.9%	232,988	$42.5M
Foster Group, Inc.	1.64%	Reduce -42.2%	228,690	$41.7M
Bailard, Inc.	1.14%	Reduce -2.5%	227,499	$41.5M
Inspirion Wealth Advisors, LLC	6.13%	Add +2.8%	219,564	$40.1M
Merriman Wealth Management, LLC	1.75%	Reduce -0.2%	218,559	$39.9M
Truist Financial Corp.	0.06%	Reduce -1.3%	209,379	$38.2M
Buckingham Strategic Wealth, LLC	0.39%	Reduce -3.0%	207,143	$37.8M
Equitable Holdings, Inc.	0.40%	Reduce -15.0%	206,324	$37.7M
Captrust Financial Advisors	0.12%	Add +1.8%	204,911	$37.4M
Lincoln National Corp.	1.24%	Reduce -21.7%	200,455	$36.6M
Abacus Planning Group, Inc.	6.90%	Reduce -2.9%	194,882	$35.6M
Summit Financial, LLC	1.62%	Add +0.8%	193,022	$35.4M
Shepherd Financial Partners LLC	4.45%	Add +0.6%	189,116	$34.5M
Cambridge Investment Research Advisors, Inc.	0.12%	Reduce -6.3%	183,449	$33.5M
Waldron Private Wealth LLC	1.49%	Reduce -2.2%	181,111	$33.2M
Atria Investments, Inc	0.42%	Reduce -14.3%	177,313	$32.4M
Henshaw Capital LLC	1.46%	No change	177,150	$32.3M
25 LLC	15.22%	Add +0.3%	175,641	$32.1M
Corient Private Wealth LP	0.05%	Add +0.8%	170,506	$31.0M
FMR LLC	0.00%	Add +3.6%	165,466	$30.2M
Gallagher Fiduciary Advisors, LLC	6.61%	Reduce -14.1%	161,587	$29.5M
Strategies Wealth Advisors, LLC	4.16%	Reduce -2.6%	156,576	$28.6M
NewEdge Advisors, LLC	0.21%	Add +7.1%	156,565	$28.6M
Asset Management Group, Inc.	3.94%	Add +2.4%	142,037	$25.9M
Baird Financial Group, Inc.	0.05%	Add +1.6%	140,945	$25.7M
Coastline Trust Co	2.99%	Reduce -1.1%	140,059	$25.6M
US Bancorp \de	0.03%	Reduce -1.8%	135,244	$24.7M
Comerica Bank	0.10%	Reduce -2.1%	134,099	$24.5M
Marotta Asset Management	5.05%	Reduce -0.2%	135,275	$24.4M
Wealth Architects, LLC	2.95%	Reduce -0.8%	132,160	$24.1M
BHK Investment Advisors, LLC	9.28%	Reduce -3.3%	129,606	$23.7M
Northwest Quadrant Wealth Management, LLC	5.81%	Add +0.3%	129,358	$23.6M
Natixis Advisors, LLC	0.05%	Add +59.4%	128,150	$23.4M
Sanctuary Advisors, LLC	0.17%	—	127,484	$23.3M
McAdam, LLC	1.34%	Add +11.4%	122,265	$22.3M
Private Advisor Group, LLC	0.15%	Add +4.2%	121,702	$22.2M
Wealthspire Advisors, LLC	0.28%	Add +17.8%	120,976	$22.1M
Sepio Capital, LP	2.01%	Add +4.0%	119,975	$21.9M
Pasadena Private Wealth, LLC	5.03%	Add +2.2%	119,192	$21.8M
Brickley Wealth Management	4.71%	Add +0.5%	117,899	$21.5M
Kestra Advisory Services, LLC	0.12%	Add +17.8%	124,711	$21.3M
Focus Partners Advisor Solutions, LLC	0.56%	Add +60.0%	116,352	$21.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.64%	Reduce -0.6%	116,159	$21.2M
Fifth Third Bancorp	0.08%	Add +1.3%	116,047	$21.2M
University of Maryland Foundation, Inc.	22.09%	No change	113,570	$20.7M
Mercer Global Advisors Inc.	0.06%	Add +44.3%	161,436	$20.6M
Opal Wealth Advisors, LLC	6.59%	Add +8.1%	112,360	$20.5M
Safeguard Financial, LLC	5.51%	Add +13.6%	108,562	$19.8M
Studio Investment Management LLC	4.47%	Add +1.0%	106,525	$19.7M
Prudential Financial Inc.	0.03%	Reduce -9.8%	104,521	$19.1M
Total Wealth Planning, LLC	3.10%	Add +1.6%	96,430	$18.9M
ARS Wealth Advisors Group, LLC	2.44%	Reduce -3.3%	102,922	$18.8M
Avior Wealth Management, LLC	0.80%	Reduce -5.7%	101,520	$18.5M
Beacon Pointe Advisors, LLC	0.21%	Reduce -6.7%	99,180	$18.1M
Shakespeare Wealth Management, LLC	5.09%	Add +11.7%	96,631	$17.6M
Retirement Financial Solutions, LLC	8.24%	Add +13.0%	95,941	$17.5M
Janney Montgomery Scott LLC	0.05%	Add +3.4%	93,499	$17.1M
Partners in Financial Planning	3.63%	Add +0.1%	91,468	$16.7M
Avion Wealth	4.58%	Reduce -2.1%	90,928	$16.6M
TrueWealth Financial Partners	10.52%	Add +7.5%	89,288	$16.3M
Glenmede Trust Co. NA	0.08%	Reduce -5.9%	84,969	$15.5M
Grey Fox Wealth Advisors, LLC	5.41%	Add +5.9%	83,830	$15.4M
Kestra Investment Management, LLC	1.04%	—	83,429	$15.2M
BBJS Financial Advisors, LLC	5.64%	Reduce -4.2%	82,944	$15.1M
Plante Moran Financial Advisors, LLC	1.51%	Reduce -0.6%	82,495	$15.1M
Apella Capital, LLC	0.67%	Reduce -7.7%	82,673	$14.9M
Capital Advantage, Inc.	3.03%	Add +15.7%	81,888	$14.8M
Silver Coast Investments LLC	5.99%	Add +24.3%	80,252	$14.6M
New England Capital Financial Advisors LLC	8.13%	Add +1.6%	79,667	$14.5M
Ancora Advisors LLC	0.36%	Reduce -1.4%	78,648	$14.4M
Johnson Investment Counsel Inc.	0.15%	Add +4.5%	77,663	$14.2M
Bartlett & Co. Wealth Management LLC	0.21%	Reduce -0.7%	76,350	$14.0M
Aaron Wealth Advisors LLC	1.94%	Add +1.6%	76,510	$14.0M
LMG Wealth Partners, LLC	3.46%	Reduce -1.6%	76,027	$13.9M
Arden Trust Co	1.93%	Reduce -0.7%	75,929	$13.9M
Quest Investment Management LLC	1.50%	No change	74,298	$13.6M
Phillips Financial Management, LLC	1.12%	Reduce -0.6%	74,230	$13.5M
Family CFO Inc	8.15%	Reduce -0.4%	72,526	$13.2M
Arvest Investments, Inc.	2.09%	Reduce -3.0%	71,584	$13.1M
Benjamin F. Edwards & Company, Inc.	0.23%	Reduce -4.9%	71,099	$13.0M
Whitaker-Myers Wealth Managers, LTD.	4.78%	Add +12.9%	70,923	$12.9M
Advisory Services Network, LLC	0.27%	Add +26.8%	70,799	$12.9M
Bank of New York Mellon Corp	0.00%	Add +5.5%	70,082	$12.8M
Avantax Advisory Services, Inc.	0.09%	Add +8.5%	70,032	$12.8M
Robinswood Financial LLC	5.15%	Add +1.7%	69,746	$12.7M
Checchi Capital Advisers, LLC	1.00%	Reduce -0.1%	69,350	$12.7M
D.A. Davidson & Co.	0.11%	Reduce -0.5%	69,246	$12.6M
Jacobsen Capital Management	5.63%	Reduce -3.3%	69,060	$12.6M
CW Advisors, LLC	0.20%	Add +14.8%	69,016	$12.6M
State of Wisconsin - Board of Commissioners of Public Lands	3.03%	No change	68,960	$12.6M
Capital Wealth Management, LLC	5.74%	Add +3.1%	68,722	$12.5M
Pathstone Holdings, LLC	0.06%	Reduce -0.2%	68,474	$12.5M
Brooklyn FI, LLC	4.83%	Reduce -21.3%	67,709	$12.4M
Atria Wealth Solutions, Inc.	0.14%	Reduce -9.7%	67,614	$12.4M
Texas Yale Capital Corp.	0.58%	Reduce -0.2%	67,094	$12.2M
Ellevest, Inc.	0.73%	Add +2.1%	66,784	$12.2M
Edmonds Duncan Registered Investment Advisors, LLC	2.96%	Reduce -2.6%	66,474	$12.1M
Steward Partners Investment Advisory, LLC	0.13%	Reduce -1.1%	66,419	$12.1M
Tradition Wealth Management, LLC	1.17%	Add +2.8%	66,159	$12.1M
Prosperity Planning, Inc.	4.12%	Reduce -8.0%	65,691	$12.0M
Wharton Business Group, LLC	0.62%	Add +0.1%	65,566	$12.0M
Peapack Gladstone Financial Corp.	0.18%	Reduce -4.3%	65,382	$11.9M
Garde Capital, Inc.	0.81%	Reduce -2.8%	63,764	$11.6M
HTLF Bank	1.32%	Add +1.8%	63,462	$11.6M
Hillman Co.	5.52%	No change	63,100	$11.5M
Traveka Wealth, LLC	5.53%	Add +5.9%	62,026	$11.3M
Moser Wealth Advisors, LLC	6.16%	Add +2.5%	62,021	$11.3M
Strategic Investment Advisors / MI	1.37%	Add +3.6%	61,406	$11.2M
Presilium Private Wealth, LLC	2.82%	Add +5.6%	61,226	$11.2M
Financial Synergies Wealth Advisors, Inc.	1.50%	Reduce -9.2%	61,086	$11.2M
Bishop & Co Investment Management, LLC	6.75%	Add +0.5%	60,987	$11.1M
Praetorian Wealth Management, Inc.	2.81%	Add +1.4%	60,043	$11.0M
Facet Wealth, Inc.	0.34%	Reduce -3.6%	55,397	$10.9M
Cherry Tree Wealth Management, LLC	2.73%	Reduce -0.7%	59,476	$10.9M
BancFirst Trust & Investment Management	5.03%	Add +0.9%	58,904	$10.7M
Financial Planning & Information Services, Inc.	1.60%	Reduce -18.3%	57,545	$10.5M
LMCG Investments, LLC	0.61%	Reduce -25.6%	57,352	$10.5M
Cambria Investment Management, L.P.	0.63%	Reduce -3.4%	56,828	$10.4M
Whitegate Investment Counselors, Inc.	2.89%	Add +6.8%	55,822	$10.2M
Fee-Only Financial Planning, L.C.	6.85%	Reduce -0.1%	55,791	$10.2M
Highland Capital Management, LLC	0.60%	Reduce -1.6%	55,635	$10.2M
Clayton Financial Group LLC	4.28%	Add +8.1%	51,632	$9.9M
Capital Advisors Wealth Management, LLC	1.95%	Add +0.9%	53,967	$9.9M
Weinberger Asset Management, Inc	4.63%	Reduce -0.8%	53,814	$9.8M
Baltimore-Washington Financial Advisors, Inc.	0.56%	Add +2.8%	52,386	$9.6M
M&T Bank Corp	0.03%	Add +7.4%	51,977	$9.5M
Goodwin Investment Advisory	4.35%	Reduce -7.5%	51,962	$9.5M
Cardiff Park Advisors, LLC	0.90%	Reduce -0.4%	51,315	$9.4M
Steele Capital Management, Inc.	0.51%	Reduce 0.0%	50,046	$9.2M
BNP Paribas Financial Markets	0.01%	New	50,000	$9.1M
Thrivent Financial for Lutherans	0.02%	Reduce -39.3%	49,292	$9.0M
Compass Ion Advisors, LLC	1.28%	No change	46,807	$9.0M
Jmac Enterprises LLC	1.56%	Add +4.7%	48,842	$8.9M
Family Wealth Partners, LLC	4.61%	Add +9.1%	48,683	$8.9M
Parallel Advisors, LLC	0.23%	Add +19.2%	48,630	$8.9M
HB Wealth Management, LLC	0.10%	Add +0.1%	48,479	$8.8M
Relyea Zuckerberg Hanson LLC	1.47%	Reduce -5.5%	47,991	$8.8M
Old National Bancorp	0.21%	Reduce -8.8%	47,933	$8.7M
Merit Financial Group, LLC	0.19%	Reduce -3.0%	47,751	$8.7M
Kohmann Bosshard Financial Services, LLC	1.17%	Reduce -37.2%	47,434	$8.7M
Cwm, LLC	0.04%	Add +0.8%	47,330	$8.6M
Cornerstone Wealth Management, LLC	0.66%	Add +0.5%	47,155	$8.6M
Concurrent Investment Advisors, LLC	0.28%	Add +2.2%	47,123	$8.6M
Performa Ltd (US), LLC	3.52%	Add +13.9%	46,859	$8.6M
Iron Horse Wealth Management, LLC	3.26%	Add +2.8%	46,824	$8.5M
Annapolis Financial Services, LLC	2.74%	Reduce -2.2%	46,364	$8.5M
Forbes Financial Planning, Inc.	6.60%	Add +320.4%	46,019	$8.4M
Firestone Capital Management	2.28%	Add +3.6%	45,766	$8.4M
Blair William & Co.	0.03%	Add +0.5%	45,022	$8.2M
Bradley Foster & Sargent Inc.	0.15%	Reduce -5.1%	44,834	$8.2M
Etfidea, LLC	2.74%	Add +0.4%	44,461	$8.1M
Victory Financial Group, LLC	3.76%	Add +11.9%	44,021	$8.0M
Collective Family Office LLC	2.34%	Reduce -1.6%	43,576	$8.0M
Plum Street Advisors, LLC	4.58%	Add +2.3%	43,019	$7.9M
Ifrah Financial Services, Inc.	2.20%	Reduce -2.4%	42,623	$7.8M
One Degree Advisors Inc	3.75%	Add +1.1%	42,561	$7.8M
Sage Financial Group Inc.	0.67%	Add +0.8%	42,287	$7.7M
First Horizon Advisors, Inc.	0.23%	Add +3.8%	42,114	$7.7M
GeoWealth Management, LLC	0.33%	Add +2.0%	41,520	$7.6M
PrairieView Partners, LLC	0.84%	Reduce -1.0%	41,123	$7.5M
Perigon Wealth Management, LLC	0.22%	Reduce -1.4%	40,630	$7.4M
Sterling Wealth Management, Inc.	3.51%	No change	40,571	$7.4M
Quent Capital, LLC	0.81%	Add +0.2%	40,521	$7.4M
Tacita Capital Inc	5.22%	Reduce -0.6%	40,482	$7.4M
Shufro Rose & Co. LLC	0.60%	Add +7.5%	40,447	$7.4M
Black Diamond Financial, LLC	1.41%	Add +27.8%	40,065	$7.3M
Fortis Capital Management LLC	1.56%	Reduce -0.4%	39,965	$7.3M
Financial Counselors Inc.	0.12%	Add +5.2%	39,725	$7.3M
OLIO Financial Planning	3.05%	Reduce -0.2%	39,812	$7.2M
DAVENPORT & Co LLC	0.05%	Add +10.1%	39,598	$7.2M
Spectrum Investment Advisors, Inc.	5.27%	Add +0.6%	39,422	$7.2M
Nicholas Hoffman & Company, LLC.	0.33%	Add +1.6%	38,793	$7.1M
Hoylecohen, LLC	0.54%	Reduce -0.2%	38,765	$7.1M
MassMutual Private Wealth & Trust, FSB	0.21%	Reduce -18.8%	38,427	$7.0M
Alliancebernstein L.P.	0.00%	Add +5.7%	38,195	$7.0M
Cornerstone Wealth Advisors, Inc.	2.08%	Add +6.9%	38,052	$6.9M
Atlas Capital Advisors Inc.	0.90%	Add +0.2%	38,044	$6.9M
Cornerstone Management, Inc.	1.52%	Add +1.5%	37,881	$6.9M
Silvia McColl Wealth Management, LLC	5.64%	Add +0.7%	37,358	$6.8M
SWAN Capital LLC	3.67%	Reduce -30.4%	36,915	$6.7M
Kaydan Wealth Management, Inc.	2.39%	New	36,899	$6.7M
Courier Capital LLC	0.53%	Reduce -0.3%	36,677	$6.7M
Spinnaker Trust	0.43%	Reduce -0.0%	36,564	$6.7M
Susquehanna International Group, LLP	0.01%	New	36,424	$6.6M
Joel Isaacson & Co., LLC	0.35%	Add +1.4%	36,307	$6.6M
American Investment Services, Inc.	1.17%	Reduce -1.1%	36,296	$6.6M
Invst, LLC	0.72%	Reduce -15.2%	36,372	$6.6M
Fifth Third Securities, Inc.	0.60%	Reduce -13.6%	35,373	$6.5M
Nabity-Jensen Investment Management Inc	5.26%	Add +0.6%	35,227	$6.4M
Brown Advisory Inc.	0.01%	Reduce -2.6%	35,223	$6.4M
Granby Capital Management, LLC	3.65%	No change	35,000	$6.4M
Farther Finance Advisors, LLC	0.31%	Reduce -1.8%	35,314	$6.4M
EP Wealth Advisors, LLC	0.07%	Reduce -3.7%	34,836	$6.4M
Arbor Wealth Advisors LLC	6.27%	Add +0.2%	34,829	$6.4M
Kestra Private Wealth Services, LLC	0.13%	Add +4.3%	34,812	$6.4M
First Manhattan Co. Llc.	0.02%	Add +2.1%	34,454	$6.3M
Noble Family Wealth, LLC	1.80%	Add +0.1%	34,352	$6.3M
Prime Capital Investment Advisors, LLC	0.09%	Reduce -24.9%	34,343	$6.3M
Mission Creek Capital Partners, Inc.	1.58%	Reduce -3.6%	34,313	$6.3M
Eagle Strategies LLC	1.20%	Add +277.5%	34,290	$6.3M
RTD Financial Advisors, Inc.	0.84%	Reduce -0.9%	34,218	$6.2M
Leeward Financial Partners, LLC	2.51%	Add +10.0%	33,872	$6.2M
AE Wealth Management LLC	0.06%	Reduce -0.7%	33,853	$6.2M
Pinnacle Financial Partners Inc	0.13%	Reduce -1.1%	33,584	$6.1M
Arax Advisory Partners	0.59%	Add +43.3%	33,352	$6.1M
Stone Summit Wealth LLC	2.18%	Add +0.2%	33,271	$6.1M
Ashton Thomas Private Wealth, LLC	0.33%	Reduce -0.8%	33,131	$6.0M
Towerpoint Wealth, LLC	3.01%	Add +0.5%	33,024	$6.0M
Advisory Alpha, LLC	0.24%	Add +59.7%	32,928	$6.0M
MorganRosel Wealth Management, LLC	2.12%	Add +3.6%	32,845	$6.0M
Van Cleef Asset Management,Inc	0.75%	Reduce -1.4%	32,800	$6.0M
Cannon Financial Strategists, Inc.	1.14%	Reduce -0.4%	32,665	$6.0M
Whittier Trust Co.	0.08%	Add +39.8%	32,520	$5.9M
Innealta Capital, LLC	1.97%	No change	32,462	$5.9M
White Lighthouse Investment Management Inc.	1.14%	Add +2.5%	32,458	$5.9M
Agf Management Ltd.	0.03%	Reduce -16.3%	32,155	$5.9M
Archford Capital Strategies, LLC	0.95%	Add +1.5%	32,020	$5.8M
Brandywine Oak Private Wealth LLC	0.60%	Add +5.9%	28,734	$5.8M
First American Trust, FSB	0.58%	Reduce -6.5%	31,857	$5.8M
Chicago Partners Investment Group LLC	0.22%	Reduce -2.0%	29,397	$5.8M
Mosaic Family Wealth Partners, LLC	0.92%	Add +9.9%	31,377	$5.7M
Cornerstone Advisory, LLC	0.79%	Add +0.7%	30,878	$5.6M
Goepper Burkhardt LLC	2.55%	Reduce -1.6%	30,876	$5.6M
Vanguard Group Inc.	0.00%	Add +2.6%	30,182	$5.5M
OneDigital Investment Advisors LLC	0.07%	Add +42.3%	30,154	$5.5M
Kavar Capital Partners Group, LLC	0.99%	Reduce -1.4%	30,143	$5.5M
Quadcap Wealth Management, LLC	0.99%	New	29,973	$5.5M
Koshinski Asset Management, Inc.	0.51%	Add +10.8%	30,257	$5.5M
Atmos Advisory, LLC	4.26%	Add +2.9%	29,815	$5.4M
Farmers & Merchants Trust Co of Chambersburg PA	2.20%	Add +1.0%	29,800	$5.4M
Chemistry Wealth Management LLC	1.39%	Add +1.6%	29,500	$5.4M
Hyperion Partners, LLC	3.84%	Add +5.4%	29,466	$5.4M
Monograph Wealth Advisors, LLC	0.79%	Reduce -7.6%	29,290	$5.4M
Mayport, LLC	1.91%	Add +6.6%	29,339	$5.4M
Rockbridge Investment Management, LCC	0.76%	Reduce -0.9%	29,287	$5.3M
Pure Financial Advisors, LLC	0.15%	Reduce -1.9%	29,113	$5.3M
Trust Point Inc.	0.42%	Reduce -29.9%	28,956	$5.3M
TFB Advisors LLC	1.72%	Reduce -0.7%	28,884	$5.3M
General Partner, Inc.	3.32%	Add +21.6%	28,467	$5.2M
Creekside Partners	2.87%	—	28,387	$5.2M
B. Riley Wealth Advisors, Inc.	0.13%	Reduce -30.0%	27,932	$5.1M
Essex Financial Services, Inc.	0.38%	Add +6841.4%	1,220,778	$5.1M
Northern Trust Corp.	0.00%	Add +25.0%	27,705	$5.1M
Avidian Wealth Enterprises, LLC	0.24%	Reduce -12.2%	27,627	$5.0M
Mainsail Financial Group, LLC	2.91%	Add +21.1%	27,124	$5.0M
Aspire Wealth Management Corp	2.83%	Reduce -0.1%	27,077	$4.9M
Tortoise Investment Management, LLC	0.56%	Reduce -20.8%	26,862	$4.9M
CGN Advisors LLC	0.57%	Reduce -5.1%	26,848	$4.9M
Ackerman Capital Advisors, LLC	1.29%	Add +0.9%	26,660	$4.9M
Apollon Wealth Management, LLC	0.15%	Reduce -3.3%	26,534	$4.8M
Manchester Capital Management LLC	0.58%	No change	26,442	$4.8M
Sharper & Granite LLC	2.28%	Add +4.7%	26,213	$4.8M
Citigroup Inc.	0.00%	Add +14.4%	26,188	$4.8M
Tenret Co LLC	3.29%	Add +1.1%	26,030	$4.8M
Bangor Savings Bank	0.47%	Reduce -3.2%	25,863	$4.7M
Mainsail Asset Management, LLC	3.74%	Reduce -1.7%	25,848	$4.7M
Lam Group, Inc.	3.97%	No change	25,805	$4.7M
Wrenne Financial Planning LLC	3.24%	Add +1.5%	25,782	$4.7M
Ausdal Financial Partners, Inc.	0.50%	Add +1.9%	25,667	$4.7M
Verity Asset Management, Inc.	1.82%	Add +96.2%	25,416	$4.6M
Truepoint, Inc.	0.13%	Reduce -7.6%	25,365	$4.6M
RFG Advisory, LLC	0.15%	Reduce -9.0%	25,288	$4.6M
LifePlan Investment Advisors, Inc.	3.32%	Add +3.8%	25,276	$4.6M
Cambridge Financial Group, LLC	2.11%	Add +17.9%	25,269	$4.6M
Flputnam Investment Management Co.	0.09%	Add +229.9%	25,165	$4.6M
Everhart Financial Group, Inc.	1.19%	Add +2.7%	25,085	$4.6M
Integrated Wealth Concepts LLC	0.06%	Add +3.9%	24,938	$4.6M
Lutz Financial Services LLC	0.40%	Reduce -3.5%	24,851	$4.5M
CX Institutional	0.21%	Add +0.6%	24,703	$4.5M
MAI Capital Management	0.04%	Reduce -8.3%	24,689	$4.5M
Choate Investment Advisors	0.12%	No change	24,432	$4.5M
Ervin Investment Management, LLC	3.09%	Add +2.0%	24,394	$4.5M
Brighton Jones LLC	0.15%	Reduce -0.9%	24,249	$4.4M
Lansing Street Advisors	1.83%	Reduce -0.6%	24,113	$4.4M
IHT Wealth Management, LLC	0.16%	Add +0.3%	23,949	$4.4M
Glass Jacobson Investment Advisors llc	1.59%	Add +2.9%	23,946	$4.4M
James Investment Research, Inc.	0.52%	Reduce -0.3%	23,934	$4.4M
Raymond James Trust N.A.	0.10%	Reduce -4.0%	23,824	$4.3M
Sigma Planning Corp	0.13%	Add +9.4%	23,199	$4.2M
Veery Capital, LLC	1.71%	Add +3.6%	23,074	$4.2M
Willis Investment Counsel	0.29%	Add +2.6%	22,929	$4.2M
Bay Rivers Group	2.17%	Add +1.0%	22,908	$4.2M
Wealthfront Advisers LLC	0.01%	Add +0.1%	22,867	$4.2M
Bluespring Wealth Management, LLC	0.45%	Reduce -1.8%	22,686	$4.2M
Advisors Capital Management, LLC	0.07%	Add +5.1%	22,775	$4.2M
NBT Bank, N.A.	0.29%	Add +11.7%	22,545	$4.1M
Kathleen S. Wright Associates Inc.	1.88%	Reduce -3.3%	22,341	$4.1M
Townsquare Capital LLC	0.06%	Add +32.1%	22,364	$4.1M
Alpha Omega Wealth Management LLC	0.78%	Add +2.3%	22,242	$4.1M
Barry Investment Advisors, LLC	1.37%	Add +13.4%	22,102	$4.1M
Commerce Bank	0.03%	Reduce -1.4%	22,048	$4.0M
FDx Advisors, Inc.	1.11%	Reduce -14.8%	21,985	$4.0M
Foster & Motley Inc.	0.27%	Reduce -8.2%	21,709	$4.0M
Beaumont Asset Management, L.L.C.	2.48%	Add +0.8%	21,106	$3.9M
UMB Bank, n.a.	0.06%	Reduce -0.8%	20,888	$3.8M
Avantax Planning Partners, Inc.	0.12%	Reduce -11.8%	20,645	$3.8M
Ameritas Advisory Services, LLC	0.14%	Add +8.3%	20,632	$3.8M
Rf&l Wealth Management, LLC	2.86%	Add +0.4%	20,611	$3.8M
Regions Financial Corp.	0.03%	Reduce -4.3%	20,467	$3.7M
Martel Wealth Advisors LLC	0.80%	Add +0.1%	20,426	$3.7M
Stokes Family Office, LLC	0.43%	Reduce -0.2%	20,305	$3.7M
PFG Advisors	0.25%	Reduce -1.3%	20,300	$3.7M
Valeo Financial Advisors, LLC	0.11%	Reduce -2.1%	26,979	$3.6M
Community Financial Services Group, LLC	0.77%	Reduce -15.1%	19,688	$3.6M
E&G Advisors, LLC	1.06%	Reduce -0.7%	19,674	$3.6M
Index Fund Advisors, Inc.	0.20%	Reduce -0.4%	19,607	$3.6M
Integrity Wealth Solutions LLC	2.31%	Reduce -0.7%	19,338	$3.5M
Pinnacle Financial Group, LLC / IL	1.51%	Add +2.4%	19,404	$3.5M
Evergreen Wealth Management, LLC	2.33%	No change	19,288	$3.5M
Kraft, Davis & Associates, LLC	1.06%	Add +3.5%	17,749	$3.5M
Northeast Financial Consultants Inc	0.16%	Reduce -6.8%	18,950	$3.5M
Citadel Advisors	0.00%	Reduce -3.0%	18,919	$3.5M
Alhambra Investment Management LLC	1.88%	Add +59.8%	18,772	$3.4M
Clearstead Advisors, LLC	0.06%	Add +168.9%	18,576	$3.4M
Cranbrook Wealth Management, LLC	0.83%	Reduce -0.4%	18,560	$3.4M
Signet Financial Management, LLC	0.46%	Reduce -13.3%	18,544	$3.4M
TriaGen Wealth Management LLC	1.31%	Add +3.5%	18,538	$3.4M
Tocqueville Asset Management L.P.	0.06%	Add +0.6%	18,463	$3.4M
FinTrust Capital Advisors, LLC	0.61%	Add +0.3%	18,402	$3.4M
Scotia Capital Inc.	0.02%	Add +3.4%	18,345	$3.3M
O'Connor Financial Group LLC	1.93%	Reduce -3.0%	18,147	$3.3M
Pittenger & Anderson Inc.	0.14%	No change	18,145	$3.3M
CSM Advisors, LLC	0.23%	Reduce -15.4%	18,033	$3.3M
Theory Financial LLC	1.55%	Reduce -19.0%	17,934	$3.3M
Werba Rubin Papier Wealth Management	0.90%	Add +16.8%	17,933	$3.3M
FAS Wealth Partners, Inc.	0.28%	Reduce -2.4%	17,893	$3.3M
Envestnet Portfolio Solutions, Inc.	0.01%	Add +3.5%	17,802	$3.2M
Vickerman Investment Advisors, Inc.	1.04%	Add +0.3%	17,719	$3.2M
Falcon Wealth Planning	0.42%	Reduce -10.7%	17,695	$3.2M
Greenhouse Wealth Management, LLC	2.33%	No change	17,463	$3.2M
Spire Wealth Management	0.11%	Reduce -5.8%	17,337	$3.2M
Sowell Financial Services LLC	0.15%	Reduce -5.2%	17,235	$3.2M
Roof Eidam Maycock Peralta, LLC	0.86%	Add +4.5%	17,307	$3.2M
Fiduciary Family Office, LLC	1.25%	Reduce -1.6%	17,292	$3.2M
3Chopt Investment Partners, LLC	0.96%	Add +0.2%	17,178	$3.2M
Wealthcare Advisory Partners LLC	0.10%	Reduce -5.8%	17,033	$3.1M
CreativeOne Wealth, LLC	0.16%	Reduce -20.7%	16,788	$3.1M
McKinley Carter Wealth Services, Inc.	0.20%	Reduce -3.8%	16,785	$3.1M
Northwest Wealth Management, LLC	0.79%	Reduce -1.8%	16,778	$3.1M
IFP Advisors, Inc	0.12%	Reduce -14.3%	16,668	$3.0M
Wedmont Private Capital	0.19%	Add +0.7%	15,904	$3.0M
Marble Harbor Investment Counsel, LLC	0.35%	Reduce -1.7%	16,471	$3.0M
Zeit Capital LLC	2.43%	Reduce -0.5%	16,412	$3.0M
Warner Financial, Inc.	1.46%	Add +0.0%	16,366	$3.0M
American Financial & Tax Strategies Inc.	1.56%	Add +0.7%	16,255	$3.0M
D. E. Shaw & Co.	0.00%	New	16,211	$3.0M
Fiduciary Financial Group, LLC	0.71%	—	15,060	$3.0M
Signature Estate & Investment Advisors LLC	0.07%	New	16,139	$2.9M
Hyman Charles D	0.16%	No change	16,030	$2.9M
&partners	0.13%	Add +339.3%	15,996	$2.9M
Forza Wealth Management, LLC	1.50%	Reduce -0.6%	15,965	$2.9M
Evergreen Private Wealth LLC	1.43%	Add +1.5%	15,888	$2.9M
AdvisorNet Financial, Inc	0.26%	Reduce -3.0%	15,740	$2.9M
Heartwood Wealth Advisors LLC	0.34%	Add +1.2%	15,712	$2.9M
LS Investment Advisors, LLC	0.45%	Reduce -6.5%	15,704	$2.9M
Baldwin Wealth Partners LLC	0.22%	Reduce -79.6%	15,695	$2.9M
SOA Wealth Advisors, LLC.	0.57%	Add +3.0%	15,484	$2.8M
EverSource Wealth Advisors, LLC	0.19%	Add +0.6%	14,246	$2.8M
Elgethun Capital Management	0.71%	Add +28.5%	15,414	$2.8M
WealthShield Partners, LLC	0.43%	Add +5.6%	15,335	$2.8M
Cahill Financial Advisors Inc.	0.38%	Reduce -5.2%	15,302	$2.8M
Brown Wealth Management, LLC	1.12%	Add +27.5%	15,284	$2.8M
Prospera Financial Services Inc	0.08%	Reduce -7.3%	15,202	$2.8M
Councilor Wealth, LLC	1.42%	Add +11.3%	15,083	$2.8M
Pathway Financial Advisors LLC	0.74%	No change	15,055	$2.7M
IFG Advisory, LLC	0.18%	Add +1.2%	15,027	$2.7M
Brookstone Capital Management	0.05%	Add +19.9%	14,057	$2.7M
Access Investment Management LLC	0.89%	No change	15,000	$2.7M
Roundview Capital LLC	0.21%	Add +39.6%	14,918	$2.7M
CENTRAL TRUST Co	0.07%	Reduce -22.7%	14,830	$2.7M
Wells Trecaso Financial Group, LLC	0.93%	Reduce -0.0%	14,701	$2.7M
Independent Financial Group, LLC	0.11%	Reduce -13.5%	14,592	$2.7M
Eclectic Associates Inc.	1.17%	Add +2.5%	14,403	$2.6M
Simmons Bank	0.20%	Reduce -5.6%	14,399	$2.6M
Forum Financial Management, LP	0.05%	Reduce -3.8%	14,260	$2.6M
Principal Securities, Inc.	0.07%	Reduce -2.9%	14,190	$2.6M
Mgo One Seven LLC	0.12%	Reduce -0.7%	14,173	$2.6M
Waverly Advisors, LLC	0.05%	Add +58.9%	14,141	$2.6M
Culbertson A N & Co. Inc.	0.45%	Add +1.0%	14,129	$2.6M
Linscomb Wealth, Inc.	0.13%	Reduce -0.2%	14,127	$2.6M
RMR Capital Management, LLC	2.35%	Reduce -0.6%	14,123	$2.6M
Echo45 Advisors LLC	1.80%	Reduce -9.8%	14,067	$2.6M
Corrigan Financial, Inc.	0.66%	No change	13,375	$2.6M
Sageworth Trust Co	0.16%	Reduce -37.3%	14,057	$2.6M
Nikulski Financial, Inc.	0.82%	Reduce -4.1%	14,044	$2.6M
SlateStone Wealth, LLC	0.28%	Reduce -1.8%	14,007	$2.6M
Federation des caisses Desjardins du Quebec	0.01%	Reduce -42.3%	13,995	$2.6M
Earned Wealth Advisors, LLC	0.96%	Add +4.4%	13,901	$2.5M
J.W. Cole Advisors, Inc.	0.12%	Reduce -11.1%	13,837	$2.5M
CJM Wealth Advisers, Ltd.	0.93%	Reduce -6.5%	13,967	$2.5M
Tritonpoint Wealth, LLC	0.24%	Reduce -6.3%	13,740	$2.5M
Ascent Group, LLC	0.20%	Add +23.9%	13,780	$2.5M
Waypoint Capital Advisors, LLC	0.62%	No change	13,674	$2.5M
Arista Wealth Management, LLC	0.66%	Add +123.5%	13,656	$2.5M
BlueSky Wealth Advisors, LLC	0.42%	New	13,641	$2.5M
Walkner Condon Financial Advisors LLC	0.54%	Reduce -1.3%	13,628	$2.5M
Financial Freedom, LLC	1.41%	No change	13,584	$2.5M
Vawter Financial, Ltd.	1.70%	Add +4.3%	13,540	$2.5M
MSH Capital Advisors LLC	0.82%	No change	13,424	$2.5M
Stratos Wealth Partners, LTD.	0.04%	Add +0.8%	13,226	$2.4M
BIP Wealth, LLC	0.20%	Reduce -30.2%	13,223	$2.4M
Richard P Slaughter Associates Inc	0.56%	Add +7.9%	13,092	$2.4M
Total Clarity Wealth Management, Inc.	0.83%	Add +220.7%	13,060	$2.4M
O'ROURKE & COMPANY, Inc	1.34%	Add +11.6%	13,038	$2.4M
North Star Investment Management Corp.	0.17%	Reduce -2.2%	13,020	$2.4M
Silver Oak Securities, Incorporated	0.36%	Add +0.1%	13,005	$2.4M
Center For Asset Management LLC	1.57%	Add +2.0%	12,970	$2.4M
WP Advisors, LLC	0.76%	Reduce -3.8%	12,959	$2.4M
Diversified Portfolios, Inc.	0.31%	Add +1.4%	12,937	$2.4M
Thrive Capital Management, LLC	1.07%	New	12,861	$2.3M
Wealthspire Retirement, LLC	0.20%	Add +39.3%	12,841	$2.3M
SouthState Bank Corp	0.17%	Reduce -1.9%	12,711	$2.3M
Centered Wealth LLC dba Miller Equity Capital Advisors	0.96%	No change	12,688	$2.3M
Maryland Capital Advisors Inc.	1.24%	Reduce -2.1%	12,663	$2.3M
Roberts Glore & Co. Inc.	0.70%	Add +0.1%	12,646	$2.3M
Associated Banc-Corp	0.07%	Add +8.3%	12,514	$2.3M
AMG National Trust Bank	0.06%	Add +0.2%	12,462	$2.3M
Financial Advocates Investment Management	0.14%	Reduce -17.1%	12,457	$2.3M
Leavell Investment Management, Inc.	0.13%	Reduce -2.2%	12,352	$2.3M
Composition Wealth, LLC	0.06%	Reduce -1.9%	12,418	$2.3M
Riversedge Advisors, LLC	0.55%	Add +2.9%	12,359	$2.3M
Sterling Financial Planning, Inc.	0.91%	Reduce -4.0%	12,327	$2.2M
Acropolis Investment Management, LLC	0.14%	Add +0.9%	12,256	$2.2M
Paulson Wealth Management Inc.	0.65%	Reduce -3.3%	12,251	$2.2M
Rebalance, LLC	0.18%	Reduce -0.8%	12,208	$2.2M
Vance Wealth, LLC	0.91%	Reduce -2.4%	12,180	$2.2M
Quotient Wealth Partners, LLC	0.08%	Reduce -30.4%	12,157	$2.2M
Prossimo Advisors, LLC	1.99%	New	12,066	$2.2M
Patriot Investment Management Group, Inc.	0.17%	Add +2.1%	11,990	$2.2M
Blue Barn Wealth, LLC	1.22%	Reduce -1.4%	11,970	$2.2M
Greenup Street Wealth Management LLC	0.51%	Add +154.1%	11,960	$2.2M
Creative Financial Designs Inc.	0.19%	Add +0.1%	11,941	$2.2M
NorthLanding Financial Partners, LLC	2.29%	Add +0.8%	11,871	$2.2M
Keybank National Association	0.01%	Reduce -9.4%	11,838	$2.2M
First United Bank & Trust	0.79%	Add +1.6%	11,676	$2.1M
Evermay Wealth Management LLC	0.34%	Add +0.4%	11,643	$2.1M
Plancorp, LLC	0.09%	Reduce -0.5%	11,640	$2.1M
Cypress Capital, LLC	0.57%	Reduce -9.2%	11,524	$2.1M
Sage Mountain Advisors LLC	0.19%	Reduce -1.6%	11,276	$2.1M
Geneos Wealth Management Inc.	0.09%	Add +0.8%	11,252	$2.1M
SeaCrest Wealth Management, LLC	0.23%	Add +33.9%	11,209	$2.0M
Financial Engines Advisors L.L.C.	0.00%	Add +71.7%	10,987	$2.0M
Cary Street Partners Investment Advisory LLC	0.08%	Reduce -3.4%	10,992	$2.0M
Acorn Financial Advisory Services Inc.	0.37%	Reduce -2.5%	10,903	$2.0M
Regal Investment Advisors LLC	0.13%	Add +0.9%	10,895	$2.0M
Capital Analysts, LLC	0.09%	Reduce -7.2%	10,842	$2.0M
Shayne & Jacobs, LLC	0.55%	No change	10,822	$2.0M
Midwest Financial Group LLC	1.24%	Add +4.9%	10,659	$1.9M
Asset Dedication, LLC	0.13%	Add +0.5%	10,579	$1.9M
Cliftonlarsonallen Wealth Advisors, LLC	0.04%	Add +4.8%	10,501	$1.9M
Family Legacy, Inc.	0.68%	Add +3.5%	10,472	$1.9M
Coldstream Capital Management Inc.	0.05%	Reduce -5.0%	10,396	$1.9M
Sequoia Financial Advisors, LLC	0.02%	Add +21.2%	10,370	$1.9M
Telos Capital Management, Inc.	0.21%	Reduce -2.3%	10,307	$1.9M
Csenge Advisory Group	0.11%	Add +12.0%	10,244	$1.9M
Newton One Investments LLC	0.80%	Add +0.2%	10,230	$1.9M
180 Wealth Advisors, LLC	0.30%	Reduce -0.1%	9,962	$1.9M
Beaird Harris Wealth Management, LLC	0.18%	Reduce -3.5%	10,226	$1.9M
Magnus Financial Group LLC	0.21%	Reduce -3.4%	10,211	$1.9M
MB Generational Wealth, LLC	1.44%	Add +69.5%	10,194	$1.9M
Gotham Asset Management	0.02%	Reduce -18.1%	10,175	$1.9M
City State Bank	0.76%	Reduce -1.2%	10,139	$1.9M
Evanson Asset Management, LLC	0.14%	Add +0.9%	10,135	$1.8M
Argent Trust Co	0.08%	Add +3.4%	10,122	$1.8M
GTS Securities LLC	0.04%	Add +482.9%	10,090	$1.8M
Mustard Seed Financial, LLC	1.76%	Add +2.7%	10,076	$1.8M
Columbus Macro, LLC	0.71%	Reduce -1.7%	10,052	$1.8M
Tranquility Partners, LLC	0.70%	Add +1.3%	10,028	$1.8M
Probity Advisors, Inc.	0.38%	Reduce -6.1%	10,022	$1.8M
Cadent Capital Advisors, LLC	0.74%	Add +25.1%	10,009	$1.8M
Harbour Investments, Inc.	0.06%	Reduce -4.6%	10,003	$1.8M
BTC Capital Management, Inc.	0.17%	Reduce -0.5%	9,977	$1.8M
Wealthspan Partners, LLC	1.00%	Reduce -0.6%	9,959	$1.8M
Triune Financial Partners, LLC	0.62%	Reduce -0.7%	9,946	$1.8M
Hilltop National Bank	0.58%	Add +36.2%	9,818	$1.8M
Duncker Streett & Co. Inc.	0.34%	Reduce -1.8%	9,787	$1.8M
Cooksen Wealth, LLC	1.80%	Add +1.5%	9,781	$1.8M
Dravo Bay LLC	0.98%	Add +5.7%	9,655	$1.8M
CVA Family Office, LLC	0.32%	Reduce -67.2%	9,644	$1.8M
Kraft Asset Management, LLC	1.48%	Reduce -6.4%	9,640	$1.8M
Windward Private Wealth Management Inc.	0.71%	Reduce -3.3%	9,630	$1.8M
McGlone Suttner Wealth Management, Inc.	0.36%	Add +11.0%	9,760	$1.8M
Stratos Wealth Advisors, LLC	0.09%	Add +94.4%	9,492	$1.7M
Farmers & Merchants Investments Inc.	0.06%	No change	9,477	$1.7M
Cassady Schiller Wealth Management, LLC	0.70%	Reduce -1.3%	9,436	$1.7M
Simon Quick Advisors, LLC	0.12%	Add +0.1%	9,413	$1.7M
Pine Valley Investments Ltd Liability Co	0.13%	Add +1.6%	9,303	$1.7M
Curtis Advisory Group, LLC	0.60%	Add +2.6%	9,289	$1.7M
Sonata Capital Group Inc.	0.87%	Add +4.1%	9,284	$1.7M
Independent Advisor Alliance	0.06%	Reduce -0.3%	9,277	$1.7M
Tobias Financial Advisors, Inc.	0.37%	Reduce -6.0%	9,277	$1.7M
Seeds Investor LLC	0.87%	New	9,255	$1.7M
Moneco Advisors, LLC	0.25%	Add +5.8%	9,236	$1.7M
West Branch Capital LLC	0.63%	Reduce -3.5%	9,233	$1.7M
Grove Bank & Trust	0.27%	Reduce -15.2%	9,219	$1.7M
Wesbanco Bank Inc.	0.06%	Reduce -12.6%	9,181	$1.7M
WealthCare Investment Partners, LLC	0.77%	Reduce -16.1%	9,028	$1.6M
Trustmark Bank Trust Department	0.13%	Reduce -55.6%	8,959	$1.6M
Stevens Capital Partners	0.84%	Add +2.7%	8,926	$1.6M
ProVise Management Group, LLC	0.14%	Reduce -7.0%	8,873	$1.6M
Market Street Wealth Management Advisors LLC	0.28%	Reduce -1.2%	8,841	$1.6M
Ally Invest Advisors Inc.	0.15%	Add +13.3%	8,772	$1.6M
Nations Financial Group Inc, /Ia/	0.13%	Reduce -0.1%	8,755	$1.6M
Thoroughbred Financial Services, LLC	0.11%	Add +36.2%	8,748	$1.6M
Mesirow Financial Investment Management, Inc.	0.04%	Reduce -0.0%	8,672	$1.6M
Guidance Point Advisors, LLC	0.51%	Add +0.0%	8,659	$1.6M
Planning Directions Inc.	1.07%	Reduce -5.8%	8,636	$1.6M
One Charles Private Wealth Services, LLC	0.65%	Reduce -0.0%	8,591	$1.6M
Global Retirement Partners, LLC	0.05%	Reduce -4.1%	8,468	$1.5M
Hardy Reed LLC	0.15%	No change	8,447	$1.5M
Paragon Capital Management Ltd	0.28%	Reduce -9.4%	8,423	$1.5M
Compton Wealth Advisory Group, LLC	0.41%	No change	8,422	$1.5M
Victory Capital Management Inc.	0.00%	No change	8,408	$1.5M
Gradient Capital Advisors, LLC	0.54%	Reduce -3.4%	8,353	$1.5M
PBMares Wealth Management LLC	0.37%	Reduce -36.7%	8,340	$1.5M
Bokf, NA	0.03%	Add +0.5%	8,301	$1.5M
TD Private Client Wealth LLC	0.05%	Reduce -4.7%	8,180	$1.5M
Breakwater Capital Group	0.34%	Add +2.7%	8,129	$1.5M
Empower Advisory Group, LLC	0.01%	Add +1.6%	8,125	$1.5M
McNamara Financial Services, Inc.	0.31%	Reduce -0.5%	8,120	$1.5M
Focus Financial Network, Inc.	0.06%	Add +2.8%	7,582	$1.5M
Family Firm, Inc.	0.33%	Add +2.6%	8,102	$1.5M
Compound Planning, Inc.	0.11%	Add +7.1%	8,072	$1.5M
Evolution Wealth Advisors, LLC	0.29%	Add +21.7%	8,060	$1.5M
Cullen/Frost Bankers, Inc.	0.02%	Add +1.6%	7,974	$1.5M
Colony Family Offices, LLC	0.47%	No change	7,897	$1.4M
Trust Co. of Vermont	0.08%	Reduce -0.4%	7,892	$1.4M
CIBC Private Wealth Group LLC	0.00%	Add +6.6%	7,948	$1.4M
Ieq Capital, LLC	0.02%	Add +6.0%	7,801	$1.4M
Jefferies Financial Group Inc.	0.03%	Reduce -0.9%	7,793	$1.4M
SC&H Financial Advisors, Inc.	0.35%	Add +6.3%	7,784	$1.4M
Proficio Capital Partners LLC	0.15%	Reduce -1.1%	7,765	$1.4M
Synovus Financial Corp.	0.02%	Add +9.6%	7,760	$1.4M
Orion Porfolio Solutions, LLC	0.01%	Reduce -27.7%	7,741	$1.4M
Orion Portfolio Solutions, LLC	0.01%	Reduce -27.7%	7,741	$1.4M
Petix & Botte Co	0.40%	Reduce -23.4%	7,711	$1.4M
Millennium Management	0.00%	Reduce -42.0%	7,688	$1.4M
Horizon Bancorp Inc.	0.67%	Reduce -18.1%	7,671	$1.4M
Edge Capital Group, LLC	0.07%	Reduce -4.7%	7,657	$1.4M
Great Valley Advisor Group, Inc.	0.04%	Add +5.2%	7,622	$1.4M
Newman Dignan & Sheerar, Inc.	0.36%	Reduce -3.3%	7,586	$1.4M
New Covenant Trust Company, N.A.	1.59%	Reduce -1.2%	7,212	$1.4M
EWG Elevate Inc.	0.50%	Add +13.8%	7,530	$1.4M
BigSur Wealth Management LLC	0.42%	No change	7,466	$1.4M
Mutual Advisors, LLC	0.04%	Add +2.9%	6,915	$1.4M
Kingsview Wealth Management, LLC	0.03%	Add +4.8%	7,427	$1.4M
Eagle Harbor Asset Management Inc.	1.44%	Reduce -3.5%	7,376	$1.3M
GFS Advisors, LLC	0.22%	Add +63.2%	12,025	$1.3M
Pioneer Wealth Management Group	0.71%	Reduce -9.0%	7,305	$1.3M
Legacy PCG, LLC	0.84%	Reduce -2.7%	7,303	$1.3M
Wescott Financial Advisory Group, LLC	0.15%	Add +38.0%	7,277	$1.3M
Chapin Davis, Inc.	0.45%	Reduce -3.0%	7,259	$1.3M
C M Bidwell & Associates Ltd.	0.88%	Reduce -0.0%	7,233	$1.3M
Baker Ellis Asset Management LLC	0.20%	No change	7,221	$1.3M
Matisse Capital	0.65%	No change	7,216	$1.3M
Red Tortoise LLC	0.72%	Reduce -1.0%	7,206	$1.3M
Ballentine Partners, LLC	0.02%	Add +25.7%	7,184	$1.3M
1834 Investment Advisors Co.	0.16%	Add +6.2%	7,092	$1.3M
Liberty Wealth Management LLC	0.24%	Add +288.1%	26,258	$1.3M
Sagace Wealth Management LLC	1.26%	—	6,619	$1.3M
Concourse Financial Group Securities, Inc.	0.08%	Reduce -7.4%	6,958	$1.3M
Capasso Planning Partners LLC	0.41%	Add +118.8%	6,978	$1.3M
Bank of Hawaii	0.06%	Add +43.6%	6,978	$1.3M
Forest Hill Capital, LLC	1.04%	No change	6,900	$1.3M
Parsons Capital Management Inc.	0.08%	Add +5.5%	6,809	$1.2M
ARK & TLK Investments, LLC	0.46%	Reduce -0.2%	6,796	$1.2M
Canandaigua National Bank & Trust Co.	0.13%	New	6,789	$1.2M
Fulton Bank, N.A.	0.05%	Add +16.3%	6,774	$1.2M
Fiducient Advisors LLC	0.17%	New	6,704	$1.2M
Lion Street Advisors, LLC	0.45%	Reduce -3.2%	6,703	$1.2M
Richardson Financial Services Inc.	0.87%	Add +1.8%	6,618	$1.2M
Lido Advisors, LLC	0.01%	Reduce -2.3%	6,573	$1.2M
Legacy Edge Advisors, LLC	0.22%	Reduce -11.4%	6,597	$1.2M
O'shaughnessy Asset Management, LLC	0.01%	Add +14.4%	6,596	$1.2M
Octavia Wealth Advisors, LLC	0.16%	Reduce -12.3%	6,558	$1.2M
Arkadios Wealth Advisors	0.08%	Reduce -69.3%	6,591	$1.2M
Level Financial Advisors	0.52%	Add +0.7%	6,574	$1.2M
Dynamic Advisor Solutions LLC	0.04%	Reduce -12.2%	6,521	$1.2M
Baldwin Investment Management, LLC	0.16%	Reduce -0.1%	6,505	$1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.20%	Reduce -6.3%	6,481	$1.2M
Trust Co	0.15%	Reduce -0.5%	6,477	$1.2M
Alesco Advisors, LLC, An ESL Co	0.04%	No change	6,465	$1.2M
Diversify Advisory Services, LLC	0.06%	Add +11.2%	6,507	$1.2M
Pacific Sun Financial Corp	0.69%	Reduce -3.8%	6,415	$1.2M
Fermata Advisors, LLC	0.27%	Add +0.3%	6,405	$1.2M
Jentner Corp	0.38%	Reduce -0.4%	6,349	$1.2M
Blue Trust, Inc.	0.02%	Add +118.5%	6,034	$1.2M
Condor Capital Management	0.11%	Add +0.8%	6,337	$1.2M
Hall Capital Management Co. Inc.	0.55%	Add +2.6%	6,333	$1.2M
Alera Investment Advisors, LLC	0.14%	Add +1.1%	6,321	$1.2M
Aire Advisors, LLC	0.26%	Reduce -15.3%	6,292	$1.1M
Dentgroup LLC	0.92%	Reduce -7.2%	6,260	$1.1M
Monument Group Wealth Advisors, LLC	0.77%	Reduce -10.5%	6,252	$1.1M
Wellington Management Group LLP	0.00%	No change	6,197	$1.1M
Clear Point Advisors Inc.	0.92%	Add +2.7%	6,149	$1.1M
Topel & Distasi Wealth Management, LLC	0.49%	No change	6,148	$1.1M
B&D White Capital Company, LLC	0.23%	Reduce -72.2%	6,145	$1.1M
Belpointe Asset Management LLC	0.08%	Add +20.7%	6,139	$1.1M
Arbor Trust Wealth Advisors, LLC	0.58%	Reduce -0.8%	6,041	$1.1M
Tennessee Valley Asset Management Partners	0.21%	New	6,072	$1.1M
Janiczek Wealth Management, LLC	0.23%	No change	6,055	$1.1M
Transcend Capital Advisors, LLC	0.08%	No change	6,054	$1.1M
Arbor Investment Advisors, LLC	0.16%	No change	6,050	$1.1M
Hudson Value Partners, LLC	0.47%	Add +6.1%	6,036	$1.1M
MIdWestOne Financial Group, Inc.	0.20%	Reduce -5.9%	5,939	$1.1M
Schwallier Wealth Management LLC	0.88%	Reduce -6.9%	5,904	$1.1M
Uptick Partners, LLC	0.83%	Reduce -1.4%	5,601	$1.1M
Insight Advisors, LLC/ PA	0.20%	Reduce -0.4%	5,888	$1.1M
Lindbrook Capital, LLC	0.10%	No change	5,865	$1.1M
Berkeley, Inc	0.66%	Reduce -83.7%	5,794	$1.1M
Chatham Capital Group, Inc.	0.18%	No change	5,715	$1.0M
Main Street Financial Solutions, LLC	0.10%	Add +11.7%	5,702	$1.0M
World Investment Advisors	0.06%	New	5,700	$1.0M
Strategic Financial Partners, Ltd.	0.57%	Reduce -7.6%	5,692	$1.0M
LongView Wealth Management	0.38%	No change	5,668	$1.0M
GHP Investment Advisors, Inc.	0.05%	Add +0.3%	5,660	$1.0M
Beacon Financial Advisory LLC	0.38%	No change	5,522	$1.0M
Summit Wealth & Retirement Planning, Inc.	0.35%	Add +3.6%	5,631	$1.0M
Burns Matteson Capital Management, LLC	0.64%	Reduce -17.0%	5,611	$1.0M
King Wealth Management Group	0.17%	Reduce -1.3%	5,610	$1.0M
Colonial Trust Co / SC	0.18%	Add +282.4%	5,598	$1.0M
Clarity Capital Advisors, LLC	0.79%	Add +0.4%	5,594	$1.0M
Perennial Investment Advisors, LLC	0.15%	Reduce -2.9%	5,571	$1.0M
Moisand Fitzgerald Tamayo, LLC	0.15%	Reduce -0.2%	5,533	$1.0M
Institute for Wealth Management, LLC.	0.14%	Add +0.6%	5,530	$1.0M
Meritas Wealth Management, LLC	0.71%	Reduce -0.3%	5,514	$1.0M
Oppenheimer & Co. Inc.	0.02%	Add +4.8%	5,509	$1.0M
BSW Wealth Partners	0.16%	Add +9.6%	5,477	$1000K
Jacobi Capital Management LLC	0.09%	Reduce -3.1%	5,452	$995K
Keb Asset Management, LLC	0.33%	Reduce -11.2%	5,414	$988K
TruNorth Capital Management, LLC	0.32%	Add +308.4%	5,403	$986K
Compass Financial Group, INC	0.21%	Add +4.9%	5,380	$982K
Brand Asset Management Group, Inc.	0.41%	Add +4.7%	5,366	$979K
Insigneo Advisory Services, LLC	0.11%	Add +81.1%	5,303	$969K
Meridian Financial Advisors, LLC	0.70%	Add +0.7%	5,295	$967K
Empowered Funds, LLC	0.02%	Reduce -94.4%	5,282	$964K
NewEdge Wealth, LLC	0.02%	Reduce -70.6%	5,279	$964K
Wealth Alliance, LLC	0.12%	Add +4.7%	5,276	$963K
Carlson Capital Management	0.05%	Reduce -6.5%	5,269	$962K
Vannoy Advisory Group, Inc.	0.74%	Reduce -0.3%	5,250	$958K
Physician Wealth Advisors, Inc.	0.18%	Add +0.0%	4,880	$958K
Arete Wealth Advisors, LLC	0.08%	New	5,269	$957K
Wedbush Securities Inc.	0.03%	Reduce -4.2%	5,229	$954K
Klingman & Associates, LLC	0.06%	Reduce -1.2%	5,208	$951K
First National Bank of Mount Dora, Trust Investment Services	0.23%	No change	5,196	$948K
Iron Gate Global Advisors LLC	0.16%	No change	5,171	$944K
Tudor Investment Corporation	0.01%	New	5,163	$942K
SageView Advisory Group, LLC	0.06%	Reduce -98.9%	5,160	$942K
Coordinated Financial Services, Inc.	0.81%	Reduce -0.0%	5,104	$932K
Kathmere Capital Management, LLC	0.10%	Reduce -0.1%	5,103	$931K
MidAtlantic Capital Management, Inc.	0.78%	No change	5,100	$931K
Aveo Capital Partners, LLC	0.11%	Reduce -0.8%	5,081	$927K
Hart & Patterson Financial Group LLC	0.46%	Add +4.8%	5,056	$923K
Conrad Siegel Investment Advisors, Inc.	0.27%	Reduce -13.6%	5,004	$913K
Schechter Investment Advisors, LLC	0.07%	Add +1.6%	4,993	$911K
Consolidated Portfolio Review Corp	0.21%	Add +7.5%	4,981	$909K
Fidelity D & D Bancorp Inc.	0.69%	No change	4,977	$908K
Montag A & Associates Inc.	0.05%	No change	4,955	$908K
Galvin, Gaustad & Stein, LLC	0.09%	Reduce -0.6%	4,970	$907K
HFG Advisors, Inc.	0.85%	Reduce -10.5%	4,963	$906K
Discipline Wealth Solutions, LLC	0.71%	Add +120.8%	4,961	$906K
Larson Financial Group LLC	0.06%	Add +18.6%	4,930	$900K
Waller Financial Planning Group, Inc.	0.24%	Add +2.3%	4,928	$900K
Goelzer Investment Management, Inc.	0.05%	Reduce -0.2%	4,876	$890K
Trust Co of the South	0.21%	No change	4,856	$886K
Vantage Financial Partners, LLC	0.23%	Reduce -24.9%	4,834	$882K
Caldwell Trust Co	0.10%	Reduce -0.5%	4,795	$875K
Girard Partners LTD.	0.08%	Reduce -9.4%	4,793	$875K
Bowman & Co S.C.	0.50%	Reduce -4.5%	4,748	$867K
McClarren Financial Advisors, Inc.	7.84%	Add +18.3%	4,928	$864K
St. Louis Trust Co	0.13%	Add +3.0%	4,727	$863K
Bessemer Group Inc.	0.00%	Reduce -20.0%	4,709	$860K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.09%	Reduce -21.6%	4,683	$855K
Silverlake Wealth Management LLC	0.34%	Reduce -12.6%	4,575	$835K
RS Crum Inc.	0.22%	Add +0.6%	4,571	$834K
Battery Global Advisors, LLC	0.55%	No change	4,545	$834K
Quadrant Capital Group LLC	0.06%	Reduce -3.5%	4,569	$834K
U.S. Capital Wealth Advisors, LLC	0.03%	Reduce -16.2%	4,566	$833K
Financial Alternatives, Inc	0.62%	No change	4,556	$832K
Wrapmanager Inc.	0.23%	Reduce -6.0%	4,553	$831K
Hoge Financial Services, LLC	0.68%	Reduce -6.4%	4,520	$825K
Weitzel Financial Services, Inc.	0.41%	Add +1.4%	4,560	$823K
Flagstar Securities, Inc.	0.23%	Add +3.5%	4,475	$821K
Smithfield Trust Co	0.04%	Reduce -12.4%	4,475	$820K
Resurgent Financial Advisors LLC	0.51%	Reduce -53.0%	4,457	$814K
TRUE Private Wealth Advisors	0.09%	Reduce -2.4%	4,414	$806K
Dorsey & Whitney Trust CO LLC	0.06%	Reduce -10.5%	4,399	$803K
One Day In July LLC	0.10%	Reduce -1.2%	4,391	$802K
Canal Capital Management, LLC	0.14%	No change	4,382	$800K
Neuberger Berman Group LLC	0.00%	Add +2.2%	4,377	$799K
Allspring Global Investments Holdings, LLC	0.00%	No change	4,368	$797K
Disciplined Investments, LLC	0.42%	Add +0.8%	4,341	$792K
Clarius Group, LLC	0.06%	Add +12.2%	4,302	$785K
Keeler & Nadler Financial Planning & Wealth Management	0.43%	Reduce -19.2%	4,301	$785K
City Holding Co.	0.12%	Reduce -0.5%	4,296	$784K
Tyche Wealth Partners LLC	0.19%	No change	4,284	$782K
Willner & Heller, LLC	0.74%	Reduce -1.5%	4,255	$777K
Legacies Wealth LLC	0.68%	No change	4,251	$776K
Nemes Rush Group LLC	0.11%	Reduce -3.0%	4,214	$769K
Jackson Creek Investment Advisors LLC	0.28%	Add +8.7%	4,198	$766K
Mission Wealth Management, LP	0.02%	Reduce -13.1%	4,193	$765K
Diversified, LLC	0.09%	Add +36.0%	4,193	$765K
Woodmont Investment Counsel LLC	0.06%	Reduce -15.1%	4,183	$763K
American Money Management, LLC	0.16%	Reduce -0.8%	4,168	$761K
BKM Wealth Management, LLC	0.36%	Add +11.2%	4,138	$755K
Raffa Wealth Management, LLC	0.21%	No change	4,095	$747K
Hemington Wealth Management	0.25%	Reduce -12.7%	4,040	$737K
Wealth Quarterback LLC	0.42%	Reduce -15.1%	4,034	$736K
Chesley Taft & Associates LLC	0.04%	Reduce -5.8%	4,027	$735K
HSBC Holdings PLC	0.00%	Add +126.7%	4,022	$734K
Parkside Financial Bank & Trust	0.11%	Add +82.3%	3,944	$720K
Fisher Asset Management	0.00%	Add +157.0%	3,927	$717K
Embree Financial Group	0.14%	Reduce -2.1%	3,922	$716K
Legacy Private Trust Co.	0.05%	Add +19.8%	3,910	$714K
Armbruster Capital Management, Inc.	0.15%	Reduce -6.3%	3,909	$713K
Painted Porch Advisors LLC	0.40%	Add +0.2%	3,900	$712K
Kovack Advisors, Inc.	0.08%	Reduce -0.5%	3,896	$711K
Cibc World Market Inc.	0.00%	Add +3.5%	3,882	$709K
Franklin Resources Inc.	0.00%	Add +59.0%	3,875	$707K
Altiora Financial Group, LLC	0.17%	Reduce -0.0%	3,860	$705K
Retirement Planning Group, LLC	0.04%	Reduce -14.4%	3,860	$705K
Strategic Blueprint, LLC	0.05%	Add +1.3%	3,845	$702K
Hexagon Capital Partners LLC	0.15%	Reduce -1.8%	3,840	$701K
Graves Light Lenhart Wealth, Inc.	0.08%	Add +3.8%	3,879	$700K
NorthRock Partners, LLC	0.03%	Add +19.6%	3,801	$698K
Accretive Wealth Partners, LLC	0.29%	Reduce -2.3%	3,817	$697K
Tradewinds, LLC.	0.21%	New	3,816	$697K
Anchor Investment Management, LLC	0.07%	Reduce -11.3%	3,806	$695K
Gladstone Institutional Advisory LLC	0.04%	Add +6.1%	3,798	$693K
Intellectus Partners, LLC	0.19%	No change	3,766	$691K
Carolinas Wealth Consulting LLC	0.13%	Add +0.0%	3,762	$690K
Trexquant Investment LP	0.01%	New	3,766	$687K
Visionary Wealth Advisors	0.04%	Reduce -5.3%	3,759	$686K
Quantum Financial Advisors, LLC	0.12%	No change	3,753	$685K
IFG Advisors, LLC	0.16%	No change	3,736	$682K
Caitlin John, LLC	0.50%	Reduce -0.1%	3,728	$680K
Precedent Wealth Partners, LLC	0.27%	Reduce -0.1%	3,722	$679K
Granite FO LLC	0.43%	Add +0.0%	3,715	$678K
Relative Value Partners Group, LLC	0.09%	Reduce -92.8%	3,711	$677K
Lake Street Private Wealth, LLC	0.09%	No change	3,711	$677K
Life Planning Partners, Inc	0.61%	No change	3,709	$677K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.02%	Add +0.5%	3,693	$674K
TAP Consulting, LLC	0.14%	Reduce -1.7%	3,682	$672K
Agate Pass Investment Management, LLC	0.36%	Add +2.8%	3,676	$671K
Cascade Wealth Advisors, Inc	0.50%	No change	3,460	$670K
Sightline Wealth Advisors, LLC	0.41%	No change	3,644	$665K
Parcion Private Wealth LLC	0.06%	No change	3,627	$662K
McLean Asset Management Corp	0.21%	Add +0.4%	3,605	$657K
McDonald Partners LLC	0.17%	Reduce -0.8%	3,569	$651K
United Advisor Group, LLC	0.20%	Reduce -35.3%	3,561	$650K
Cozad Asset Management Inc.	0.06%	Reduce -3.0%	3,542	$647K
Carnegie Investment Counsel	0.02%	Reduce -39.0%	3,532	$645K
Evoke Wealth, LLC	0.94%	Reduce -24.7%	3,475	$638K
Becker Capital Management Inc.	0.02%	No change	3,439	$631K
Integrity Financial Corp	0.39%	Add +40.6%	3,400	$621K
Oak Hill Wealth Advisors, LLC	0.19%	—	3,394	$619K
Trilogy Capital Inc.	0.03%	Add +9.4%	3,386	$618K
Libra Wealth LLC	0.27%	No change	3,385	$618K
Snowden Capital Advisors LLC	0.02%	Add +1.8%	3,337	$612K
Realta Investment Advisors	0.12%	Add +25.2%	3,329	$608K
Bryn Mawr Trust Advisors, LLC	0.03%	Add +2.4%	3,322	$606K
TCI Wealth Advisors, Inc.	0.06%	Add +12.6%	3,304	$603K
Lane & Associates LLC	0.36%	Reduce -1.7%	3,300	$602K
Evergreen Capital Management LLC	0.02%	No change	3,281	$602K
WMS Partners, LLC	0.04%	Reduce -1.3%	3,298	$602K
TFO Wealth Partners, LLC	0.12%	No change	3,271	$597K
Busey Bank	0.02%	No change	3,252	$594K
Western Wealth Management, LLC	0.04%	Add +8.7%	3,241	$592K
SVB Wealth LLC	0.01%	Reduce -44.5%	3,220	$588K
Stonebridge Financial Planning Group, LLC	0.29%	Add +11.7%	3,208	$586K
Fortune Financial Advisors, LLC	0.35%	Reduce -2.1%	3,175	$579K
Brass Tax Wealth Management, Inc.	0.11%	Reduce -0.9%	3,165	$578K
Continuum Advisory, LLC	0.08%	Reduce -9.8%	3,158	$576K
Bedel Financial Consulting, Inc.	0.08%	Reduce -0.1%	3,132	$572K
Axxcess Wealth Management, LLC	0.02%	Add +5.1%	3,132	$572K
Founders Financial Securities LLC	0.05%	Add +10.9%	3,131	$572K
Flagship Harbor Advisors, LLC	0.03%	Add +0.7%	3,099	$566K
High Net Worth Advisory Group LLC	0.17%	Add +96.1%	3,087	$564K
Citizens Financial Group Inc.	0.01%	Add +0.8%	3,066	$563K
Hoxton Planning & Management, LLC	0.26%	Reduce -0.1%	3,079	$562K
SOL Capital Management CO	0.07%	Reduce -9.4%	3,075	$561K
Country Club Bank	0.04%	Reduce -50.3%	3,087	$560K
Rockwood Wealth Management, LLC	0.07%	Add +1.1%	3,065	$559K
Wealthstream Advisors, Inc.	0.20%	Reduce -1.8%	3,065	$559K
Essex Private Wealth Management, LLC	1.42%	No change	3,053	$557K
Resolute Advisors LLC	0.14%	No change	3,016	$553K
Annis Gardner Whiting Capital Advisors, LLC	0.16%	Reduce -1.3%	3,012	$553K
Unconventional Investor, LLC	0.39%	No change	3,022	$552K
Exchange Bank	0.47%	Add +6.3%	3,017	$551K
Roffman Miller Associates Inc.	0.04%	Add +3.1%	3,012	$550K
Dopkins Wealth Management, LLC	0.33%	Add +1.3%	2,994	$546K
Apexium Financial, LP	0.04%	Add +4.4%	2,970	$545K
Private Trust Co. NA	0.06%	Add +25.6%	2,960	$540K
Gibson Capital, LLC	0.12%	Add +1.9%	2,956	$540K
Silver Oak Advisory Group, Inc.	0.30%	Add +1.9%	2,951	$538K
Investments & Financial Planning, LLC	0.36%	Reduce -0.0%	2,927	$534K
Collaborative Wealth Managment Inc.	0.26%	Reduce -23.4%	2,921	$533K
Crestwood Advisors Group, LLC	0.01%	Reduce -10.1%	2,902	$530K
JT Stratford LLC	0.10%	Add +25.4%	2,901	$529K
Sonoma Private Wealth LLC	0.85%	Add +0.9%	2,879	$525K
Abbot Financial Management, Inc.	0.28%	Add +12.8%	2,860	$522K
TrinityPoint Wealth, LLC	0.08%	No change	2,858	$522K
Camelot Technology Advisors, Inc.	0.48%	No change	2,850	$520K
Anderson Hoagland & Co.	0.05%	No change	2,881	$519K
HUB Investment Partners, LLC	0.03%	Add +0.3%	2,843	$519K
PAX Financial Group, LLC	0.10%	Reduce -8.4%	2,803	$512K
Godsey & Gibb, Inc.	0.05%	No change	2,791	$510K
NorthCoast Asset Management LLC	0.00%	Add +3.1%	2,787	$509K
Taylor & Morgan Wealth Management, LLC	0.36%	Reduce -9.7%	2,777	$507K
ERn Financial, LLC	0.08%	No change	2,769	$505K
Apeiron RIA LLC	0.15%	Add +0.8%	2,769	$505K
MWA Asset Management	0.36%	Reduce -1.3%	2,767	$505K
Empirical Asset Management, LLC	0.19%	New	2,765	$505K
Glassman Wealth Services	0.09%	Reduce -3.4%	2,759	$504K
Debussy Capital Management LP	0.14%	No change	2,751	$502K
Centennial Bank	0.25%	No change	2,750	$502K
Glenview Trust Co	0.01%	Add +28.0%	2,748	$502K
RFP Financial Group LLC	0.19%	No change	2,742	$500K
Revisor Wealth Management LLC	0.35%	Reduce -50.1%	2,734	$499K
Centaurus Financial, Inc.	0.03%	Reduce -18.7%	2,736	$499K
Bleakley Financial Group, LLC	0.01%	Reduce -1.3%	2,728	$498K
Simplicity Wealth,LLC	0.01%	Reduce -51.5%	2,728	$498K
Windsor Advisory Group, LLC	1.00%	No change	2,720	$496K
Wambolt & Associates, LLC	0.14%	Reduce -10.8%	2,745	$496K
Aviso Wealth Management	0.29%	No change	2,712	$495K
Family Investment Center, Inc.	0.15%	Add +0.9%	2,703	$493K
First National Bank Sioux Falls	0.25%	Reduce -24.3%	2,678	$489K
Kiely Wealth Advisory Group, Inc.	0.27%	Add +16.9%	2,622	$489K
Brightwater Advisory LLC	0.38%	Add +2.9%	2,677	$489K
Apollon Financial, LLC	0.16%	Add +2.7%	2,674	$488K
Verdence Capital Advisors LLC	0.04%	No change	2,666	$487K
Quarry Hill Advisors, LLC	0.32%	Add +0.3%	2,657	$485K
Walter & Keenan Wealth Management LLC /in/	0.15%	Reduce -36.1%	2,651	$484K
Cutler Investment Counsel LLC	0.07%	Reduce -0.9%	2,633	$483K
Red Wave Investments LLC	0.18%	Reduce -1.5%	2,647	$483K
Elevation Wealth Partners, LLC	0.23%	Reduce -3.7%	2,644	$483K
Novak & Powell Financial Services, Inc.	0.30%	New	2,641	$482K
Townsend Asset Management Corp. /NC/	0.19%	No change	2,637	$481K
Greenline Partners, LLC	0.07%	No change	2,660	$480K
Atticus Wealth Management, LLC	0.16%	Reduce -17.9%	2,629	$480K
Pointe Capital Management LLC	0.30%	No change	2,617	$478K
NWF Advisory Services Inc.	0.08%	Add +0.5%	2,614	$477K
Drucker Wealth 3.0, LLC	0.13%	—	2,611	$477K
Smith Thornton Advisors LLC	0.35%	—	2,602	$475K
Pekin Hardy Strauss, Inc.	0.07%	Add +0.8%	2,591	$473K
Versant Capital Management, Inc	0.12%	Add +2.4%	2,576	$470K
Lodestone Wealth Management LLC	0.24%	Reduce -0.3%	2,538	$463K
Selective Wealth Management, Inc.	0.20%	No change	2,562	$462K
Investmark Advisory Group LLC	0.25%	Reduce -0.0%	2,520	$460K
HBK Sorce Advisory LLC	0.02%	Add +19.7%	2,483	$453K
Level Four Advisory Services, LLC	0.02%	Reduce -10.0%	2,482	$453K
Dakota Wealth Management	0.01%	Add +12.9%	2,472	$451K
Modern Wealth Management, LLC	0.03%	New	2,460	$449K
Qube Research & Technologies Ltd	0.00%	New	2,442	$446K
Seed Wealth Management, Inc.	0.39%	No change	2,440	$445K
Pension & Wealth Management Advisors, Inc.	0.25%	No change	2,423	$442K
Aspen Grove Capital, LLC	0.10%	No change	2,399	$440K
Droms Strauss Advisors Inc. /Mo/	0.16%	Add +0.6%	2,410	$440K
Round Rock Advisors LLC	0.11%	Reduce -53.5%	2,405	$439K
Rinkey Investments	0.16%	Reduce -18.3%	2,392	$437K
Narus Financial Partners, LLC	0.18%	Reduce -10.8%	2,389	$436K
Common Fund for Nonprofit Organizations	0.06%	New	2,384	$435K
Virtue Capital Management, LLC	0.07%	Reduce -1.9%	2,230	$434K
Staley Capital Advisers Inc.	0.02%	Reduce -21.0%	2,371	$433K
NorthStar Asset Management LLC	0.30%	Add +6.3%	2,354	$430K
EPIQ Capital Group, LLC	0.15%	No change	2,336	$429K
Hardin Capital Partners, LLC	0.28%	—	2,336	$426K
Passumpsic Savings Bank	0.30%	Add +16.7%	2,322	$424K
Salem Investment Counselors Inc.	0.01%	Reduce -0.7%	2,307	$423K
Key Client Fiduciary Advisors, LLC	0.21%	Add +0.5%	2,315	$422K
Ariadne Wealth Management, LP	0.33%	—	2,300	$422K
Rooted Wealth Advisors, Inc.	0.19%	Reduce -3.6%	2,191	$422K
Ridgewood Investments LLC	0.21%	Add +11.2%	2,311	$422K
Eagle Rock Investment Company, LLC	0.08%	Add +1.4%	2,305	$421K
Ballentine Capital Advisors, Inc	0.22%	Reduce -0.3%	2,276	$415K
Flow Traders U.S. LLC	0.02%	Reduce -45.9%	2,266	$414K
Cypress Point Wealth Management, LLC	0.20%	No change	2,263	$413K
Whittier Trust Co. of Nevada Inc.	0.01%	Reduce -27.9%	2,252	$411K
My Personal CFO, LLC	0.22%	Reduce -3.1%	2,240	$409K
Vista Capital Partners, Inc.	0.05%	Reduce -7.7%	2,234	$408K
Washington Trust Advisors, Inc.	0.04%	Reduce -12.0%	2,226	$406K
Ami Investment Management Inc.	0.14%	No change	2,225	$406K
Stephens Consulting, LLC	0.12%	Reduce -6.2%	2,221	$405K
Inspire Advisors, LLC	0.05%	Reduce -22.3%	2,205	$402K
Camelot Portfolios, LLC	0.23%	Add +3.7%	2,183	$398K
Williams Jones Wealth Management, LLC.	0.00%	No change	2,178	$398K
SignalPoint Asset Management, LLC	0.11%	Add +0.2%	2,174	$397K
Financial Futures Ltd Liability Co.	0.24%	Reduce -1.4%	2,151	$393K
PFG Investments, LLC	0.03%	Reduce -67.3%	2,147	$392K
Dearborn Partners LLC	0.02%	Reduce -12.7%	2,143	$391K
Summit Wealth Partners, LLC	0.08%	Reduce -1.1%	2,137	$390K
Valmark Advisers, Inc.	0.01%	Add +10.1%	2,136	$390K
Procyon Advisors, LLC	0.03%	Add +3.8%	2,130	$389K
Pettyjohn, Wood & White, Inc.	0.08%	No change	2,120	$387K
Oldfather Financial Services, LLC	0.16%	Reduce -7.0%	2,096	$383K
Bell Investment Advisors, Inc	0.07%	Add +14.7%	2,089	$381K
West Financial Advisors, LLC	0.08%	Add +5.9%	2,079	$379K
Cahill Wealth Management, LLC	0.23%	No change	2,072	$378K
Dominguez Wealth Management Solutions, Inc.	0.28%	Reduce -1.9%	2,071	$378K
Pinnacle Bancorp, Inc.	0.11%	Add +1.2%	2,061	$376K
Provident Wealth Management, LLC	0.14%	Add +476.2%	2,057	$375K
Burney Co./	0.01%	Reduce -3.9%	2,050	$374K
KKM Financial LLC	0.18%	No change	2,049	$374K
Savvy Advisors, Inc.	0.12%	Reduce -13.2%	2,044	$373K
Vanguard Personalized Indexing Management, LLC	0.01%	No change	2,025	$370K
Villere St Denis J & Co. LLC	0.03%	No change	2,022	$369K
Gilman Hill Asset Management, LLC	0.07%	Reduce -29.8%	2,018	$368K
Accredited Investors Inc.	0.02%	No change	2,015	$368K
DGS Capital Management, LLC	0.10%	Add +2.5%	2,006	$366K
Bantamac Capital, LLC	0.22%	No change	2,000	$365K
Rathbones Group PLC	0.00%	No change	2,000	$365K
Athena Investment Management	0.22%	No change	1,998	$365K
Summit Trail Advisors, LLC	0.01%	Add +7.0%	1,987	$365K
Silvercrest Asset Management Group LLC	0.00%	Add +5.3%	1,989	$363K
Pinnacle Associates Ltd.	0.01%	Add +9.7%	1,985	$362K
Freestone Capital Holdings, LLC	0.01%	Reduce -3.6%	1,982	$362K
Angeles Wealth Management, LLC	0.03%	No change	1,978	$361K
Sax Wealth Advisors, LLC	0.03%	Reduce -19.3%	1,975	$360K
Keel Point, LLC	0.03%	Reduce -5.1%	1,917	$360K
Elm Partners Management LLC	0.03%	No change	1,972	$360K
Harbor Investment Advisory, LLC	0.04%	Add +10.4%	1,969	$359K
WoodTrust Financial Corp	0.06%	New	1,965	$359K
Thrive Wealth Management, LLC	0.07%	Reduce -0.9%	1,966	$359K
Cadence Bank	0.03%	Reduce -2.3%	1,965	$359K
Accurate Wealth Management, LLC	0.09%	Reduce -3.1%	1,871	$357K
Sapient Capital LLC	0.01%	No change	1,932	$355K
Adamsbrown Wealth Consultants LLC	0.14%	No change	1,936	$353K
Evercore Wealth Management, LLC	0.01%	Reduce -0.6%	1,935	$353K
Cedrus LLC	0.18%	Add +31.3%	1,922	$351K
Wilson & Boucher Capital Management, LLC	0.27%	No change	1,921	$351K
Murphy, Middleton, Hinkle & Parker, Inc.	0.20%	No change	1,920	$350K
Team Hewins, LLC	0.14%	No change	1,899	$349K
BLB&B Advisors, LLC	0.02%	Add +1.9%	1,908	$348K
CGC Financial Services, LLC	0.15%	No change	1,901	$347K
SteelPeak Wealth, LLC	0.02%	Add +2.3%	1,886	$346K
First Heartland Consultants, Inc.	0.03%	Reduce -52.1%	1,894	$346K
Summit Financial Strategies, Inc.	0.04%	Add +1.1%	1,888	$345K
Skyline Advisors, Inc.	0.15%	No change	1,883	$344K
Fidelis Capital Partners, LLC	0.05%	Add +11.9%	1,875	$343K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.09%	No change	1,878	$343K
Capital Advisors, Ltd. LLC	0.04%	Add +0.5%	1,869	$341K
Guardian Wealth Management, Inc.	0.26%	Add +37.1%	1,865	$340K
Next Level Private LLC	0.16%	No change	1,865	$340K
AQR Capital Management	0.00%	Add +16.7%	1,863	$340K
New Hampshire Trust	0.08%	No change	1,854	$338K
Nicolet Advisory Services, LLC	0.03%	Reduce -2.3%	1,854	$338K
HHM Wealth Advisors, LLC	0.05%	Add +13.5%	1,852	$338K
Twin Focus Capital Partners, LLC	0.05%	No change	1,850	$338K
BOK Financial Private Wealth, Inc.	0.02%	No change	1,845	$337K
Park Edge Advisors, LLC	0.10%	No change	1,846	$337K
Austin Wealth Management, LLC	0.08%	Reduce -6.9%	1,794	$336K
Lodestar Private Asset Management LLC	0.05%	Add +40.8%	1,842	$336K
Solutions 4 Wealth, Ltd	0.76%	No change	1,841	$336K
Barnes Pettey Financial Advisors, LLC	0.29%	Add +0.7%	1,830	$334K
Appleton Partners Inc.	0.03%	Reduce -5.8%	1,816	$332K
QRG Capital Management, Inc.	0.00%	Add +20.6%	1,815	$331K
Melfa Wealth Management, Inc.	0.23%	Reduce -0.6%	1,813	$331K
Client 1ST Advisory Group, LLC	0.14%	No change	1,806	$330K
Certified Advisory Corp	0.04%	Reduce -5.0%	1,805	$329K
American National Bank & Trust	0.04%	Add +32.6%	1,801	$329K
Mayfair Advisory Group, LLC	0.22%	Add +23.2%	1,714	$324K
Obsidian Personal Planning Solutions LLC	0.20%	No change	1,776	$324K
Sheaff Brock Investment Advisors, LLC	0.03%	Reduce -10.2%	1,764	$322K
Cidel Asset Management Inc.	0.02%	Reduce -7.4%	1,760	$321K
Hill Investment Group Partners, LLC	0.04%	Add +0.4%	1,648	$321K
Grand Wealth Management, LLC	0.19%	No change	1,743	$320K
Weik Capital Management	0.14%	No change	1,750	$319K
Total Investment Management Inc.	0.04%	Add +1.8%	1,747	$319K
Sterling Investment Counsel, LLC	0.13%	Reduce -0.1%	1,745	$318K
Jag Capital Management, LLC	0.04%	Reduce -3.4%	1,730	$316K
Tsfg, LLC	0.07%	Reduce -4.0%	1,726	$315K
Cascade Financial Partners, LLC	0.04%	Add +3.9%	1,721	$314K
White Wing Wealth Management	0.25%	Reduce -79.7%	1,721	$314K
CM Wealth Advisors LLC	0.15%	No change	1,711	$314K
Aptus Capital Advisors, LLC	0.01%	Reduce -77.1%	1,719	$314K
Householder Group Estate & Retirement Specialist, LLC	0.09%	Reduce -2.4%	1,704	$311K
LPWM LLC	0.11%	Add +0.1%	1,717	$310K
Hazlett, Burt & Watson, Inc.	0.16%	No change	1,706	$310K
Marco Investment Management LLC	0.03%	Reduce -13.0%	1,673	$305K
Pinnacle Wealth Management Advisory Group, LLC	0.03%	Add +11.8%	1,671	$305K
Curi Capital, LLC	0.01%	Reduce -6.0%	1,664	$304K
Lakewood Asset Management LLC	0.21%	Add +2.1%	1,658	$303K
MAS Advisors LLC	0.72%	Reduce -87.1%	1,651	$301K
Kanawha Capital Management LLC	0.02%	Reduce -11.1%	1,651	$301K
Stock Yards Bank & Trust Co.	0.01%	Reduce -10.9%	1,643	$300K
Connecticut Wealth Management, LLC	0.02%	Reduce -0.7%	1,641	$300K
Annandale Capital, LLC	0.06%	New	1,640	$299K
Mattern Capital Management, LLC	0.04%	No change	1,638	$299K
Willis Johnson & Associates, Inc.	0.02%	Add +5.1%	1,631	$298K
Lantz Financial LLC	0.09%	New	1,630	$298K
Signaturefd, LLC	0.01%	Add +4.7%	1,624	$296K
Unionview, LLC	0.24%	No change	1,622	$296K
Voya Financial Advisors, Inc.	0.03%	Add +1.1%	1,631	$296K
Amplius Wealth Advisors, LLC	0.03%	Add +0.2%	1,621	$296K
Benchmark Wealth Management, LLC	0.16%	No change	1,620	$296K
Coppell Advisory Solutions LLC	0.05%	—	1,616	$295K
StoneX Group Inc.	0.02%	New	1,595	$292K
PGIM Custom Harvest LLC	0.01%	Reduce -26.4%	1,599	$292K
Brandes Investment Partners, LP	0.00%	Reduce -59.6%	1,605	$291K
Ceera Investments, LLC	0.12%	No change	1,588	$290K
Prosperity Consulting Group, LLC	0.04%	No change	1,586	$289K
Good Life Advisors, LLC	0.02%	Add +1.3%	1,585	$289K
Rovin Capital /Ut/	0.12%	No change	1,585	$289K
1ST Source Bank	0.02%	No change	1,583	$289K
JPL Wealth Management, LLC	0.14%	Reduce -3.2%	1,575	$287K
Barlow Wealth Partners, LLC	0.04%	No change	1,478	$283K
Gilliland Jeter Wealth Management LLC	0.10%	Add +0.8%	1,549	$283K
Blankinship & Foster, LLC	0.07%	No change	1,549	$283K
Faithward Advisors, LLC	0.05%	Reduce -84.5%	1,542	$281K
Evensky & Katz LLC	0.02%	Reduce -6.0%	1,538	$281K
Rothschild Capital Partners, LLC	0.08%	Add +21.2%	1,539	$281K
Robinson Smith Wealth Advisors LLC	0.25%	Add +1.9%	1,528	$279K
Argent Advisors, Inc.	0.11%	No change	1,525	$278K
Capital Investment Advisors, LLC	0.01%	Reduce -5.0%	1,515	$277K
Schrum Private Wealth Management LLC	0.25%	No change	1,504	$275K
GPS Wealth Strategies Group, LLC	0.04%	Add +2210.8%	1,502	$274K
Summit Asset Management, LLC	0.03%	No change	1,500	$274K
Formidable Asset Management, LLC	0.04%	New	1,498	$273K
Horizon Investment Services, LLC	0.13%	No change	1,498	$273K
Clear Creek Financial Management, LLC	0.03%	Add +20.3%	1,493	$272K
Russell Investments Group, Ltd.	0.00%	Add +37.2%	1,483	$271K
Willow Creek Wealth Management Inc.	0.03%	No change	1,481	$270K
Romano Brothers and Company	0.04%	Add +26.6%	1,475	$269K
Legacy Bridge, LLC	0.16%	Reduce -4.0%	1,458	$266K
Marcum Wealth, LLC	0.03%	Reduce -0.3%	1,452	$265K
Yoder Wealth Management, Inc.	0.17%	No change	1,450	$265K
Trivant Custom Portfolio Group, LLC	0.16%	No change	1,450	$265K
Watershed Private Wealth LLC	0.11%	No change	1,442	$263K
Integral Investment Advisors, Inc.	0.10%	Reduce -2.4%	1,435	$261K
LJI Wealth Management, LLC	0.06%	No change	1,426	$260K
Guardian Wealth Advisors, LLC / NC	0.03%	Reduce -12.6%	1,424	$260K
Private Ocean, LLC	0.02%	No change	1,418	$259K
Vestia Personal Wealth Advisors	0.28%	—	1,417	$259K
Guidance Capital, Inc.	0.08%	Reduce -69.3%	1,298	$257K
Columbia Asset Management	0.05%	No change	1,408	$257K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.08%	New	1,406	$257K
Roman Butler Fullerton & Co.	0.08%	Add +0.1%	1,407	$257K
Ameliora Wealth Management Ltd.	0.12%	No change	1,400	$256K
ICONIQ Capital, LLC	0.01%	New	1,398	$255K
Wells Financial Advisors INC	0.17%	Reduce -20.7%	1,398	$255K
TFC Financial Management, Inc.	0.04%	Reduce -1.4%	1,394	$254K
Fonville Wealth Management LLC	0.10%	Add +6.5%	1,385	$254K
Tyler-Stone Wealth Management	0.10%	Reduce -0.9%	1,381	$252K
BluePointe Capital Management, LLC	0.17%	No change	1,373	$252K
Daymark Wealth Partners, LLC	0.01%	New	1,380	$252K
Creekmur Asset Management LLC	0.07%	No change	1,380	$252K
TruWealth Advisors, LLC	0.02%	Reduce -0.7%	1,379	$252K
Ritholtz Wealth Management	0.01%	Add +1.0%	1,377	$251K
Lwmg, LLC	0.05%	Reduce -3.6%	1,375	$251K
Holland Advisory Services, Inc.	0.31%	No change	1,374	$251K
Graypoint LLC	0.02%	No change	1,374	$251K
W.H. Cornerstone Investments Inc.	0.18%	No change	1,363	$249K
Rehmann Capital Advisory Group	0.02%	Add +15.7%	1,354	$247K
Claro Advisors Inc.	0.04%	Add +7.4%	1,351	$247K
Milestone Investment Advisors LLC	0.07%	No change	1,351	$247K
Lifeworks Advisors, LLC	0.07%	Reduce -21.2%	1,345	$245K
Investment Advisory Group, LLC	0.09%	No change	1,340	$245K
Robertson Stephens Wealth Management, LLC	0.01%	New	1,332	$244K
N.E.W. Advisory Services LLC	0.03%	New	1,330	$243K
First Foundation Advisors	0.01%	No change	1,330	$243K
Coastwise Capital Group, LLC	0.23%	Reduce -0.3%	1,328	$242K
Salomon & Ludwin, LLC	0.03%	Reduce -40.9%	1,323	$241K
Claris Advisors, LLC / Mo /	0.12%	No change	1,315	$240K
Sebold Capital Management, Inc.	0.16%	No change	1,308	$239K
Passive Capital Management, LLC.	0.09%	No change	1,307	$239K
Woodard & Co. Asset Management Group Inc.	0.06%	Reduce -3.7%	1,300	$237K
Defined Wealth Management, LLC	0.16%	Reduce -0.3%	1,299	$237K
Addison Advisors LLC	0.08%	Reduce -0.1%	1,297	$237K
International Assets Investment Management, LLC	0.02%	Add +2.4%	1,297	$237K
Gradient Investments LLC	0.01%	No change	1,293	$236K
Punch & Associates Investment Management, Inc.	0.01%	Reduce -14.5%	1,285	$235K
Warwick Investment Management, Inc.	0.05%	Reduce -6.2%	1,284	$234K
Winthrop Advisory Group LLC	0.03%	Reduce -6.7%	1,283	$234K
Liberty Capital Management, Inc.	0.06%	New	1,282	$234K
Cherry Creek Investment Advisors, Inc.	0.12%	New	1,270	$232K
Wolf Group Capital Advisors	0.09%	Reduce -30.3%	1,261	$230K
Key Financial Inc	0.06%	Add +1.7%	1,259	$230K
Bogart Wealth, LLC	0.01%	Reduce -9.6%	1,248	$228K
Shared Vision Wealth Group LLC	0.13%	No change	1,244	$227K
New England Private Wealth Advisors LLC	0.04%	No change	1,243	$227K
Wintrust Investments LLC	0.02%	Add +15.1%	1,234	$225K
BetterWealth, LLC	0.07%	Reduce -2.8%	1,230	$225K
Harbour Capital Advisors, LLC	0.05%	No change	1,237	$223K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Reduce -60.0%	1,223	$223K
Schneider Downs Wealth Management Advisors, LP	0.05%	No change	1,218	$222K
Independent Family Office, LLC	0.13%	No change	1,217	$222K
Global Assets Advisory, LLC	0.35%	Add +1.9%	1,216	$222K
NDVR, Inc.	0.23%	No change	1,215	$222K
Andrews, Lucia Wealth Management LLC	0.15%	No change	1,154	$221K
Smithbridge Asset Management Inc.	0.05%	No change	1,210	$221K
Clark Capital Management Group, Inc.	0.00%	New	1,196	$218K
True Vision MN LLC	0.14%	Reduce -66.9%	1,189	$218K
North Star Asset Management Inc.	0.01%	Add +0.8%	1,194	$218K
Advisory Services & Investments, LLC	0.15%	No change	1,190	$217K
Destiny Wealth Partners, LLC	0.04%	Reduce -42.3%	1,190	$217K
Optivise Advisory Services LLC	0.12%	—	1,189	$217K
L. Roy Papp & Associates, LLP	0.03%	No change	1,182	$216K
Gray Private Wealth, LLC	0.14%	New	1,182	$216K
SilverOak Wealth Management LLC	0.05%	Reduce -1.8%	1,181	$216K
Regent Peak Wealth Advisors LLC	0.05%	Reduce -26.8%	1,173	$214K
Litman Gregory Wealth Management LLC	0.02%	No change	1,169	$213K
Von Berge Wealth Management Group, LLC	0.14%	Reduce -4.2%	1,178	$213K
Intelligence Driven Advisers, LLC	0.03%	New	1,163	$212K
Strategic Financial Services, Inc.	0.01%	New	1,160	$212K
Midland Wealth Advisors, LLC	0.01%	No change	1,155	$211K
Sage Capital Advisors,llc	0.06%	Reduce -22.1%	1,146	$209K
Paragon Advisors, LLC	0.08%	Reduce -0.3%	1,146	$209K
GG Group Ventures, LLC	0.29%	—	1,111	$209K
Madrona Financial Services, LLC	0.06%	No change	1,141	$208K
Cornerstone Planning Group LLC	0.06%	Add +0.5%	1,131	$207K
Diversify Wealth Management, LLC	0.03%	—	1,127	$206K
Proffitt & Goodson Inc.	0.04%	No change	1,128	$206K
Lazari Capital Management, Inc.	0.09%	No change	1,118	$204K
Greenspring Advisors, LLC	0.05%	New	1,116	$204K
Advance Capital Management, Inc.	0.01%	New	1,112	$203K
Satovsky Asset Management LLC	0.05%	New	1,112	$203K
Accel Wealth Management	0.08%	Reduce -29.4%	1,111	$203K
LRI Investments, LLC	0.02%	No change	1,108	$202K
Seven Mile Advisory	0.15%	No change	1,106	$202K
Archer Investment Corp	0.06%	Add +2.8%	1,106	$202K
Oxford Financial Group, LTD. LLC	0.01%	Add +111.1%	1,106	$202K
Rise Advisors, LLC	0.11%	No change	1,106	$202K
VitalStone Financial, LLC	0.15%	No change	1,100	$201K
RDA Financial Network	0.07%	Reduce -1.1%	1,100	$201K
Jackson, Grant Investment Advisers, Inc.	0.08%	Add +0.6%	1,073	$196K
New Republic Capital, LLC	0.10%	No change	1,065	$195K
Advantage Trust Co	0.13%	No change	1,000	$183K
Community Bank, N.A.	0.02%	No change	1,000	$183K
Lanark Financial, Inc.	0.02%	No change	989	$180K
Brown Brothers Harriman & Co.	0.00%	Reduce -0.5%	956	$174K
Bare Financial Services, Inc	0.09%	Reduce -0.5%	873	$173K
Insight Inv LLC	0.15%	No change	918	$168K
First PREMIER Bank	0.04%	No change	910	$166K
TD Capital Management LLC	0.02%	No change	880	$161K
Capital Investment Advisory Services, LLC	0.02%	Add +3.0%	872	$159K
Logan Capital Management Inc.	0.01%	No change	869	$159K
Sandy Spring Bank	0.01%	Reduce -7.0%	859	$157K
Rothschild Investment LLC	0.01%	No change	858	$157K
Smartleaf Asset Management LLC	0.03%	Add +458.8%	855	$155K
Mowery & Schoenfeld Wealth Management, LLC	0.22%	No change	844	$154K
WealthCollab, LLC	0.11%	No change	818	$149K
BlackRock Inc.	0.00%	Reduce -22.7%	809	$148K
West Paces Advisors Inc.	0.04%	Reduce -11.0%	809	$148K
Benjamin Edwards Inc.	0.02%	Add +6.0%	709	$129K
Crewe Advisors LLC	0.01%	No change	691	$126K
Carmichael Hill & Associates, Inc.	0.05%	Reduce -65.4%	687	$125K
Atlantic Private Wealth, LLC	0.10%	No change	672	$123K
Gen-Wealth Partners Inc	0.06%	No change	668	$122K
PSI Advisors, LLC	0.04%	No change	659	$120K
McIlrath & Eck, LLC	0.02%	Reduce -7.5%	658	$120K
Howe & Rusling Inc.	0.01%	Add +72.4%	631	$115K
Bfsg, LLC	0.01%	Reduce -49.9%	629	$115K
Alaska Wealth Advisors, LLC	0.02%	Reduce -1.9%	624	$114K
National Bank of Canada	0.00%	No change	631	$114K
Lazard Asset Management LLC	0.00%	No change	610	$111K
Field & Main Bank	0.04%	No change	600	$110K
Clarkston Capital Partners, LLC	0.00%	No change	586	$107K
Investors Research Corp	0.02%	Add +6.2%	546	$100K
Sachetta, LLC	0.04%	Reduce -4.0%	504	$100K
Barclays PLC	0.00%	No change	540	$99K
Fairscale Capital, LLC	0.09%	—	502	$99K
EnRich Financial Partners LLC	0.04%	Reduce -13.8%	535	$98K
Founders Financial Alliance, LLC	0.03%	Reduce -12.4%	532	$97K
SJS Investment Consulting Inc.	0.02%	Reduce -1.1%	520	$95K
Financial Gravity Asset Management, Inc.	0.02%	Reduce -39.3%	513	$94K
SYM FINANCIAL Corp	0.01%	Reduce -2.9%	511	$93K
Bradley & Co. Private Wealth Management, LLC	0.07%	No change	506	$92K
Harel Insurance Investments & Financial Services Ltd.	0.00%	No change	500	$91K
Pacific Capital Wealth Advisors, Inc.	0.02%	Add +197.6%	497	$91K
Glen Eagle Advisors, LLC	0.02%	No change	496	$90K
Bruce G. Allen Investments, LLC	0.07%	Add +4.5%	485	$89K
Providence Capital Advisors, LLC	0.02%	New	459	$84K
Horizon Financial Services, LLC	0.05%	Add +5.4%	449	$82K
DHJJ Financial Advisors, Ltd.	0.03%	Add +1918.2%	444	$81K
TCTC Holdings, LLC	0.00%	No change	422	$77K
JDM Financial Group LLC	0.05%	No change	405	$74K
Mogy Joel R Investment Counsel Inc.	0.00%	No change	400	$73K
JFS Wealth Advisors, LLC	0.01%	Reduce -10.9%	399	$73K
First Command Advisory Services, Inc.	0.00%	Add +22.9%	375	$68K
Van Den Berg Management I, Inc.	0.02%	No change	369	$67K
ICA Group Wealth Management, LLC	0.04%	Reduce -40.1%	364	$67K
Cape Investment Advisory, Inc.	0.03%	Reduce -0.3%	319	$58K
Valley National Advisers Inc.	0.01%	No change	320	$58K
Lynx Investment Advisory	0.04%	—	315	$57K
Beacon Capital Management, LLC	0.01%	No change	315	$57K
Voisard Asset Management Group, Inc.	0.03%	New	300	$55K
Keener Financial Planning LLC	0.03%	No change	295	$53K
Thompson Investment Management, Inc.	0.01%	No change	288	$53K
Abound Wealth Management	0.02%	Add +28.2%	282	$51K
Pacific Center for Financial Services	0.01%	No change	277	$51K
Dixon Mitchell Investment Counsel Inc.	0.00%	Reduce -10.0%	270	$50K
Sound Income Strategies, LLC	0.00%	Add +553.7%	268	$49K
IAG Wealth Partners, LLC	0.01%	No change	255	$47K
Armstrong Advisory Group, Inc.	0.00%	Add +18.7%	254	$46K
Family Asset Management, LLC	0.03%	New	252	$46K
Mb, Levis & Associates, LLC	0.02%	Add +191.9%	251	$46K
Activest Wealth Management	0.01%	Add +346.4%	250	$46K
CBIZ Investment Advisory Services, LLC	0.00%	No change	248	$45K
Indiana Trust & Investment Management Co	0.02%	Reduce -16.4%	245	$45K
Perritt Capital Management Inc	0.02%	Add +0.4%	234	$43K
Horrell Capital Management, Inc.	0.01%	No change	232	$42K
Tidemark, LLC	0.02%	Reduce -50.6%	230	$42K
Jackson Hole Capital Partners, LLC	0.01%	No change	215	$39K
American Capital Advisory, LLC	0.03%	Reduce -14.2%	218	$39K
Element Wealth, LLC	0.02%	No change	214	$39K
Cardinal Strategic Wealth Guidance	0.01%	No change	210	$38K
Park Place Capital Corp	0.01%	No change	205	$38K
Venturi Wealth Management, LLC	0.00%	No change	198	$36K
Orion Capital Management LLC	0.02%	Reduce -29.5%	196	$36K
Johnson Financial Group, Inc.	0.00%	Reduce -2.5%	193	$35K
Ruedi Wealth Management, Inc.	0.01%	Reduce -2.5%	193	$35K
Matrix Private Capital Group LLC	0.02%	No change	190	$35K
Global Financial Private Client, LLC	0.01%	No change	190	$35K
WASHINGTON TRUST Co	0.00%	Reduce -58.6%	190	$35K
Deutsche Bank AG	0.00%	No change	187	$34K
Global Wealth Strategies & Associates	0.01%	Reduce -23.6%	181	$33K
Webster Bank, N. A.	0.00%	Add +153.5%	180	$33K
Blue Bell Private Wealth Management, LLC	0.01%	Add +9.7%	169	$31K
MeadowBrook Investment Advisors LLC	0.03%	Reduce -48.9%	115	$31K
Operose Advisors LLC	0.01%	No change	166	$30K
Davis Capital Management	0.02%	No change	148	$27K
Main Street Group, LTD	0.01%	Reduce -7.5%	147	$27K
Caldwell Sutter Capital, Inc.	0.01%	No change	143	$26K
Delta Asset Management LLC	0.00%	No change	143	$26K
Systematic Financial Management LP	0.00%	Add +129.8%	131	$24K
Aspire Private Capital, LLC	0.01%	Reduce -8.6%	128	$23K
Marquette Asset Management, LLC	0.00%	No change	124	$23K
Private Capital Management LLC	0.00%	No change	121	$22K
LGT Financial Advisors LLC	0.04%	No change	116	$21K
Red Lighthouse Investment Management, LLC	0.01%	Reduce -67.1%	110	$20K
Fairman Group, LLC	0.02%	No change	107	$20K
JNBA Financial Advisors	0.00%	Reduce -53.1%	104	$19K
Broadwater Capital Management LLC	0.01%	No change	100	$18K
Northwest Capital Management Inc	0.01%	Reduce -36.7%	100	$18K
MilWealth Group LLC	0.01%	No change	100	$18K
EMC Capital Management	0.01%	No change	100	$18K
Private Wealth Management Group, LLC	0.01%	No change	94	$17K
M&R Capital Management Inc.	0.00%	No change	94	$17K
Albion Financial Group	0.00%	No change	91	$17K
Strategic Investment Solutions, Inc.	0.01%	—	100	$17K
Highline Wealth Partners LLC	0.01%	No change	90	$17K
Valley Wealth Managers, Inc.	0.00%	No change	90	$16K
Provenance Wealth Advisors, LLC	0.00%	Reduce -35.1%	87	$16K
Castleview Partners, LLC	0.01%	No change	84	$15K
Bellevue Asset Management, LLC	0.01%	New	83	$15K
Richard W. Paul & Associates, LLC	0.01%	No change	83	$15K
TD Waterhouse Canada Inc.	0.00%	Reduce -20.9%	83	$15K
Pineridge Advisors LLC	0.01%	No change	81	$15K
Atlantic Edge Private Wealth Management, LLC	0.00%	Add +9.7%	79	$14K
Fuller & Thaler Asset Management, Inc.	0.00%	No change	78	$14K
Union Savings Bank	0.01%	No change	75	$14K
DecisionPoint Financial, LLC	0.00%	Reduce -13.2%	66	$13K
Raleigh Capital Management Inc.	0.01%	No change	70	$13K
NFSG Corp	0.00%	Reduce -13.6%	70	$13K
First Financial Corp.	0.01%	New	69	$13K
Mitchell Sinkler & Starr	0.00%	No change	65	$13K
Motco	0.00%	Reduce -64.2%	68	$12K
Roble, Belko & Company, Inc	0.00%	No change	64	$12K
CNB Bank	0.01%	No change	63	$11K
First Personal Financial Services	0.00%	Add +800.0%	63	$11K
Tompkins Financial Corp.	0.00%	No change	62	$11K
Mycio Wealth Partners, LLC	0.00%	No change	56	$10K
Bank of New Hampshire	0.00%	New	55	$10K
DT Investment Partners, LLC	0.00%	Reduce -56.7%	55	$10K
Family Manage LLC	0.00%	No change	54	$10K
Fortis Group Advisors, LLC	0.00%	No change	52	$9K
Gleason Group, Inc.	0.00%	No change	51	$9K
Clearstead Trust, LLC	0.00%	No change	51	$9K
MCF Advisors LLC	0.00%	New	50	$9K
Signature Resources Capital Management, LLC	0.01%	No change	50	$9K
Frazier Financial Advisors, LLC	0.01%	No change	49	$9K
Ritter Daniher Financial Advisory LLC / DE	0.00%	New	49	$9K
Valued Wealth Advisors LLC	0.01%	New	48	$9K
Armor Investment Advisors, LLC	0.00%	No change	46	$8K
PFG Private Wealth Management, LLC	0.00%	No change	39	$7K
Steph & Co.	0.00%	Add +5.7%	37	$7K
Concord Wealth Partners	0.00%	Add +2.9%	36	$7K
Financial Network Wealth Advisors LLC	0.00%	New	35	$6K
Morris Financial Concepts, Inc.	0.00%	No change	32	$6K
Kings Path Partners LLC	0.00%	—	30	$5K
Strategic Financial Concepts, LLC	0.00%	Add +13046.3%	247,807	$5K
Tucker Asset Management LLC	0.00%	New	27	$5K
Dunhill Financial, LLC	0.00%	No change	26	$5K
Game Plan Financial Advisors, LLC	0.00%	No change	25	$5K
Great Lakes Retirement, Inc.	0.00%	New	25	$5K
Prestige Wealth Management Group LLC	0.00%	No change	19	$3K
FWL Investment Management, LLC	0.00%	No change	18	$3K
NewSquare Capital LLC	0.00%	No change	16	$3K
Olistico Wealth, LLC	0.00%	New	15	$3K
Global Trust Asset Management, LLC	0.00%	No change	13	$2K
Central Pacific Bank - Trust Division	0.00%	No change	13	$2K
Transcendent Capital Group LLC	0.00%	New	12	$2K
Register Financial Advisors LLC	0.00%	Add +500.0%	12	$2K
Coston, McIsaac & Partners	0.00%	No change	15	$2K
Koesten, Hirschmann & Crabtree, INC.	0.00%	No change	10	$2K
Breakwater Investment Management	0.00%	No change	10	$2K
Macroview Investment Management LLC	0.00%	No change	9	$2K
Financial Perspectives, Inc	0.00%	No change	9	$2K
Independence Bank of Kentucky	0.00%	No change	9	$2K
Legend Financial Advisors, Inc.	0.00%	New	7	$1K
St Germain D J Co. Inc.	0.00%	No change	6	$1K
Gables Capital Management Inc.	0.00%	No change	5	$913
Hobbs Group Advisors, LLC	0.00%	—	5	$913
ORG Partners LLC	0.00%	New	5	$902
HM Payson & Co.	0.00%	New	4	$731

"% of holder's portfolio" is VBR's weight in each manager's 13F, not the share of Vngrd Mrngst SL-CP Val ETF-U the manager owns.