Vanguard Info Tech ETFVGTETF

13F holders, Q2 2024 (June 30)
1,532holders +74
133new positions
64sold out
5famous investors
$554.32avg. 13F price*

At the end of Q2 2024, 1,532 institutions reported holding Vanguard Info Tech ETF (VGT) in their 13F filings, up 74 from Q1 2024. 133 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($9.2B), JPMorgan Chase & Co. ($2.9B) and Morgan Stanley ($1.1B). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Info Tech ETF
CUSIP
92204A702
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,458Q1 2024Q2 2024: 1,532Q2 2024Q3 2024: 1,575Q3 2024Q4 2024: 1,739Q4 2024Q1 2025: 1,671Q1 2025Q2 2025: 1,786Q2 2025Q3 2025: 1,859Q3 2025Q4 2025: 2,032Q4 2025Q1 2026: 1,989Q1 2026Q2 2026: 2,200Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions133$322.1M
Exits64$66.6M

All 13F filers, Q1 2024 → Q2 2024: 3,446,808 shares bought and 1,530,465 shares sold, net +1,916,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,532 holders

Bank of America Corp. 0.88% Reduce -0.7% 15,881,001 $9.2B
JPMorgan Chase & Co. 0.25% Reduce -1.3% 4,994,832 $2.9B
Morgan Stanley 0.09% Add +2.4% 1,984,331 $1.1B
UBS Group AG 0.32% Add +0.8% 1,800,123 $1.0B
Wells Fargo & Company 0.21% Add +0.5% 1,386,430 $799.4M
LPL Financial LLC 0.33% Add +5.9% 1,161,897 $669.9M
Ameriprise Financial Inc. 0.12% Reduce -0.2% 749,505 $432.2M
Royal Bank of Canada 0.10% Add +3.6% 719,196 $414.7M
PGIM Custom Harvest LLC 6.61% Add +23.1% 513,364 $296.0M
Northwestern Mutual Wealth Management Co. 0.29% Add +3.7% 506,703 $292.2M
Envestnet Asset Management Inc. 0.10% Add +1.0% 501,842 $289.4M
Raymond James Financial Services Advisors, Inc. 0.33% Add +3.1% 399,871 $230.6M
Raymond James & Associates 0.15% Add +3.6% 391,873 $226.0M
Stifel Financial Corp. 0.24% Add +0.9% 374,394 $215.9M
Equitable Holdings, Inc. 2.14% Reduce -3.2% 351,894 $202.9M
HighTower Advisors, LLC 0.29% Reduce -0.2% 328,366 $189.3M
PNC Financial Services Group, Inc. 0.12% Reduce -0.6% 322,958 $186.2M
Provida Pension Fund Administrator 4.46% New 306,925 $176.9M
Beacon Capital Management, Inc. 7.46% Reduce -5.2% 300,627 $173.3M
Annex Advisory Services, LLC 5.43% Add +42.1% 267,367 $154.2M
Cerity Partners LLC 0.40% Add +0.8% 255,264 $147.2M
Taiyo Life Insurance Co. 11.59% Reduce -15.2% 251,500 $145.0M
Janney Montgomery Scott LLC 0.43% Add +0.3% 244,651 $141.1M
Rockefeller Capital Management L.P. 0.38% Reduce -2.0% 233,231 $134.4M
Cetera Investment Advisers 0.30% Reduce -3.2% 229,370 $132.3M
Commonwealth Equity Services, LLC 0.21% Add +1.2% 226,146 $130.4M
Nissay Asset Management Corp. /Japan 0.78% No change 204,727 $118.0M
Osaic Holdings, Inc. 0.28% Reduce -3.7% 204,400 $118.0M
Armstrong Advisory Group, Inc. 9.70% Reduce -6.8% 190,114 $109.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 10.89% Reduce -0.9% 184,739 $106.5M
M&T Bank Corp 0.35% Reduce -3.3% 176,232 $101.6M
Mercer Global Advisors Inc. 0.27% Add +263.0% 170,957 $98.6M
Madison Asset Management, LLC 1.15% Add +74.3% 169,446 $92.6M
Truist Financial Corp. 0.14% Add +3.0% 158,774 $91.5M
Fisher Asset Management 0.04% Reduce -78.6% 149,262 $86.1M
Spire Wealth Management 2.82% Reduce -2.8% 138,800 $79.9M
Cambridge Investment Research Advisors, Inc. 0.27% Add +1.5% 128,652 $74.2M
SRB Corp. 4.36% New 127,592 $73.6M
Creative Planning 0.08% Add +2.6% 125,620 $72.4M
Northern Trust Corp. 0.01% Reduce -0.5% 121,882 $70.3M
Agf Management Ltd. 0.39% Reduce -4.5% 121,791 $70.2M
Brown Advisory Inc. 0.09% Add +0.5% 116,061 $66.9M
Goldman Sachs Group Inc. 0.01% Reduce -5.4% 112,135 $64.7M
Bailard, Inc. 1.76% Reduce -3.5% 110,509 $63.7M
NORTHSTAR ASSET MANAGEMENT Co 15.21% Reduce -0.1% 109,067 $62.9M
Compass Financial Group, INC 12.87% Add +9.6% 103,069 $59.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -16.0% 102,329 $59.0M
WBH Advisory Inc. 5.75% Reduce -0.3% 98,469 $56.8M
Gratus Capital, LLC 2.16% Add +1.1% 92,732 $53.5M
Yarbrough Capital, LLC 2.17% No change 90,675 $52.3M
Mariner, LLC 0.10% Add +3.9% 89,057 $51.3M
Advisors Preferred, LLC 8.77% Add +163.4% 87,096 $50.7M
Sanctuary Advisors, LLC 0.36% — 97,102 $48.9M
Systematic Alpha Investments, LLC 1.81% No change 82,300 $47.5M
KCM Investment Advisors LLC 1.70% Add +0.2% 81,381 $46.9M
Peapack Gladstone Financial Corp. 0.70% Reduce -0.1% 78,878 $45.5M
MML Investors Services, LLC 0.18% Add +27.2% 76,523 $44.1M
Comerica Bank 0.17% Add +9.4% 72,822 $42.0M
Kestra Advisory Services, LLC 0.23% Add +19.8% 71,737 $41.4M
Silicon Valley Capital Partners 5.61% Reduce -0.1% 70,743 $40.8M
Prudential Financial Inc. 0.06% Add +21.5% 65,052 $37.5M
Corient Private Wealth LP 0.07% Add +3.9% 64,721 $37.3M
Avantax Advisory Services, Inc. 0.27% Add +3.1% 64,509 $37.2M
Stuart Chaussee & Associates, Inc. 10.23% Add +0.0% 64,448 $37.2M
Pinnacle Associates Ltd. 0.57% Add +0.1% 63,369 $36.5M
Marotta Asset Management 7.35% Reduce -3.0% 61,054 $35.5M
GPS Wealth Strategies Group, LLC 5.34% Reduce -1.8% 61,636 $35.5M
Lido Advisors, LLC 0.29% Add +7.5% 60,826 $35.1M
Park National Corp. 1.28% Reduce -2.8% 59,928 $34.6M
Hollencrest Capital Management 1.51% Reduce -0.2% 59,705 $34.4M
Trust Co. of Oklahoma 12.08% Reduce -0.4% 59,658 $34.4M
Private Advisor Group, LLC 0.23% Add +1.1% 58,421 $33.7M
FMR LLC 0.00% Add +2.1% 57,977 $33.4M
Full Sail Capital, LLC 2.16% Reduce -1.0% 55,664 $32.1M
MAI Capital Management 0.31% Add +0.2% 54,977 $31.7M
Ami Investment Management Inc. 10.89% Add +1.9% 54,105 $31.2M
Portfolio Strategies, Inc. 4.24% Reduce -0.2% 53,980 $31.1M
Elwood & Goetz Wealth Advisory Group, LLC 8.69% Reduce -0.6% 53,089 $30.6M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -1.3% 51,211 $29.5M
Atria Wealth Solutions, Inc. 0.32% Add +0.3% 50,085 $28.9M
Monumental Financial Group Inc. 12.22% Add +25.1% 48,613 $28.0M
Steward Partners Investment Advisory, LLC 0.29% Add +10.8% 47,438 $27.4M
Tiaa Trust, National Association 0.08% Reduce -1.2% 45,995 $26.5M
Advisory Services Network, LLC 0.55% Add +27.8% 45,875 $26.5M
First Merchants Corp. 1.05% Reduce -10.6% 44,976 $25.9M
MassMutual Private Wealth & Trust, FSB 0.77% Add +1.7% 44,142 $25.5M
Keebeck Wealth Management 3.72% Reduce -4.3% 43,936 $25.4M
Mokosak Advisory Group, LLC 8.36% Reduce -0.4% 43,827 $25.3M
Cresset Asset Management, LLC 0.11% Add +2.8% 43,811 $25.3M
Winthrop Capital Management, LLC 12.03% Add +2.1% 41,713 $24.1M
Capital Advisors Wealth Management, LLC 4.64% Reduce -12.3% 40,680 $23.5M
Pathstone Holdings, LLC 0.11% Add +4.8% 40,356 $23.3M
White Lighthouse Investment Management Inc. 4.42% Reduce -0.9% 39,750 $22.9M
Fifth Third Bancorp 0.09% Reduce -2.2% 39,515 $22.8M
Gratus Wealth Advisors, LLC 3.89% Reduce -1.0% 39,402 $22.6M
Stratos Wealth Partners, LTD. 0.36% Add +1.0% 38,672 $22.3M
Baird Financial Group, Inc. 0.05% Reduce -0.6% 38,655 $22.3M
CVA Family Office, LLC 3.85% Add +1.1% 37,135 $21.4M
Wealth Group Ltd 6.43% Add +0.9% 36,932 $21.3M
Bank of Montreal 0.01% Reduce -1.8% 36,193 $21.3M
Blair William & Co. 0.07% Add +13.6% 36,695 $21.2M
XML Financial, LLC 2.12% Add +1.9% 36,557 $21.1M
Callan Capital, LLC 1.73% Add +3.1% 36,508 $21.1M
Baker Ellis Asset Management LLC 3.17% Add +3.1% 36,433 $21.0M
Ieq Capital, LLC 0.28% Add +0.4% 35,449 $20.4M
Exchange Capital Management, Inc. 3.27% Add +4.8% 34,827 $20.1M
Edge Capital Group, LLC 0.96% Add +35.1% 34,495 $19.9M
Citigroup Inc. 0.02% Reduce -0.5% 34,106 $19.7M
Harel Insurance Investments & Financial Services Ltd. 0.36% No change 33,300 $19.2M
Wiser Wealth Management, Inc 5.90% Add +11.4% 33,053 $19.1M
BBR Partners, LLC 1.51% Reduce -0.2% 31,981 $18.4M
Harbour Investments, Inc. 0.59% Add +6.0% 30,367 $17.5M
Karpus Management, Inc. 0.48% Reduce -1.7% 29,805 $17.2M
Barclays PLC 0.01% Reduce -74.7% 28,312 $16.3M
Mfa Wealth Advisors, LLC 3.55% Reduce -0.5% 28,101 $16.2M
Welch Capital Partners LLC 3.83% No change 28,062 $16.2M
Anchor Investment Management, LLC 1.65% Add +27.6% 27,872 $16.1M
Brandywine Oak Private Wealth LLC 1.62% Reduce -0.2% 27,395 $15.8M
Fiduciary Trust Co 0.23% Reduce -0.8% 26,460 $15.3M
Cornerstone Advisory, LLC 2.14% Add +1.3% 26,367 $15.2M
Leeward Financial Partners, LLC 6.16% Add +12.1% 26,333 $15.2M
Jmac Enterprises LLC 2.66% Add +1.7% 26,232 $15.1M
Johnson Investment Counsel Inc. 0.16% Add +0.7% 26,103 $15.1M
B. Riley Wealth Advisors, Inc. 0.38% Add +8.7% 25,679 $14.8M
Captrust Financial Advisors 0.05% Reduce -17.3% 25,695 $14.8M
Kestra Private Wealth Services, LLC 0.29% Add +45.0% 24,749 $14.3M
Axiom Financial Strategies, LLC 9.25% Reduce -0.9% 24,690 $14.2M
SCS Capital Management LLC 0.30% Reduce -3.0% 24,667 $14.2M
Proquility Private Wealth Partners, LLC 4.85% Add +1.1% 24,653 $14.2M
Madden Advisory Services, Inc. 7.04% Add +0.9% 24,029 $13.9M
Wealthfront Advisers LLC 0.05% Add +30.4% 23,826 $13.7M
Financial Perspectives, Inc 5.06% Reduce -3.1% 23,757 $13.7M
Lowe Brockenbrough & Co. Inc. 0.91% Reduce -0.9% 23,601 $13.6M
Curran Financial Partners, LLC 4.56% Add +5.0% 23,629 $13.6M
Curi Capital, LLC 0.32% Reduce -8.6% 23,433 $13.5M
Integrated Wealth Concepts LLC 0.18% Add +10.1% 23,400 $13.5M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.60% Add +0.1% 23,360 $13.5M
Curtis Advisory Group, LLC 4.72% Add +0.1% 23,234 $13.4M
Sound View Wealth Advisors Group, LLC 1.38% Add +1.2% 23,195 $13.4M
Kwmg, LLC 1.44% Reduce -3.4% 23,172 $13.4M
TRUE Private Wealth Advisors 1.50% Add +17.5% 23,016 $13.3M
Kinloch Capital, LLC 6.89% Add +3.9% 22,932 $13.2M
Crewe Advisors LLC 1.46% Add +0.0% 22,643 $13.1M
Fca Corp. 4.15% Reduce -0.0% 22,501 $13.0M
Dorsey & Whitney Trust CO LLC 0.89% Add +0.5% 22,403 $12.9M
Atlas Capital Advisors Inc. 1.66% Add +6.8% 22,036 $12.7M
Triangle Securities Wealth Management 3.59% Reduce -0.1% 22,029 $12.7M
NRI Wealth Management LC 9.64% Add +2.8% 21,561 $12.4M
Aspiriant, LLC 0.51% No change 21,553 $12.4M
Scotia Capital Inc. 0.07% Reduce -0.3% 21,328 $12.3M
Chatham Capital Group, Inc. 2.12% Add +0.6% 21,083 $12.2M
IFS Advisors, LLC 10.25% Reduce -2.0% 21,069 $12.1M
Beacon Capital Management, LLC 2.22% Add +16.0% 20,936 $12.1M
CoreCap Advisors, LLC 1.25% Reduce -0.7% 20,852 $12.0M
SWAN Capital LLC 6.44% Reduce -46.2% 20,494 $11.8M
Capital Planning LLC 3.50% Reduce -3.8% 20,232 $11.7M
Wheelhouse Advisory Group LLC 8.22% Add +4.3% 19,927 $11.7M
Certified Advisory Corp 1.46% Reduce -2.0% 20,234 $11.7M
Hobart Private Capital, LLC 3.27% Reduce -2.9% 19,947 $11.5M
Bokf, NA 0.20% Reduce -0.8% 19,611 $11.3M
Sage Mountain Advisors LLC 1.02% No change 19,227 $11.1M
NewEdge Advisors, LLC 0.08% Add +44.0% 19,124 $11.0M
TD Private Client Wealth LLC 0.35% Reduce -7.1% 19,108 $11.0M
Alexander Labrunerie & Co., Inc. 6.01% Reduce -3.0% 19,102 $11.0M
First PREMIER Bank 2.92% Add +3.1% 18,933 $10.9M
Bordeaux Wealth Advisors LLC 2.07% Add +2780.8% 18,783 $10.8M
Principle Wealth Partners LLC 0.82% Reduce -5.4% 18,626 $10.7M
Advantage Trust Co 7.69% Add +3.0% 18,570 $10.7M
NewEdge Wealth, LLC 0.23% No change 18,543 $10.7M
Praetorian Wealth Management, Inc. 2.70% Reduce -2.3% 18,317 $10.6M
Wedbush Securities Inc. 0.37% Add +9.2% 18,162 $10.5M
First Financial Corp. 5.31% Reduce -1.1% 18,076 $10.4M
Magnolia Wealth Management, LLC 7.80% Reduce -47.4% 17,914 $10.3M
CIBC Private Wealth Group LLC 0.02% Add +10.8% 16,964 $10.2M
Bouchey Financial Group, Ltd. 0.96% Reduce -1.6% 17,557 $10.1M
Bryn Mawr Trust Advisors, LLC 0.56% Reduce -3.7% 17,476 $10.1M
Snowden Capital Advisors LLC 0.30% Reduce -1.5% 17,326 $10.0M
Phoenix Financial Ltd. 0.15% New 17,224 $9.9M
Leavell Investment Management, Inc. 0.53% Add +1.8% 16,688 $9.6M
Mgo One Seven LLC 0.46% Reduce -32.3% 16,670 $9.6M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -2.6% 16,435 $9.5M
Delta Financial Group, Inc. 3.96% Add +1.1% 16,383 $9.4M
Sumitomo Mitsui Financial Group, Inc. 0.29% Reduce -8.2% 16,258 $9.4M
Focused Wealth Management, Inc 1.38% Reduce -0.8% 16,229 $9.4M
JBR Co Financial Management Inc 6.55% Add +0.3% 16,183 $9.3M
Perennial Investment Advisors, LLC 1.33% Add +16.9% 16,166 $9.3M
Arkansas Financial Group, Inc. 1.64% Reduce -2.1% 15,975 $9.2M
Glenmede Trust Co. NA 0.05% Add +0.2% 15,940 $9.2M
Invst, LLC 1.00% Reduce -6.4% 15,630 $9.1M
Financial Freedom, LLC 5.05% Reduce -2.4% 15,430 $8.9M
Evergreen Capital Management LLC 0.32% Reduce -0.3% 15,392 $8.9M
Strengthening Families & Communities, LLC 2.54% Add +0.9% 15,338 $8.8M
Olistico Wealth, LLC 5.63% Reduce -1.1% 15,319 $8.8M
Royal Fund Management, LLC 1.18% Reduce -28.8% 15,126 $8.8M
Beacon Pointe Advisors, LLC 0.10% Reduce -9.4% 15,012 $8.7M
IFG Advisory, LLC 0.55% Reduce -2.8% 14,862 $8.6M
Fifth Third Securities, Inc. 0.78% Reduce -1.0% 14,701 $8.5M
Oppenheimer & Co. Inc. 0.13% Add +0.3% 14,629 $8.4M
Allworth Financial LP 0.05% Reduce -2.1% 14,637 $8.4M
Concourse Financial Group Securities, Inc. 0.52% Add +42.4% 14,333 $8.3M
US Bancorp \de 0.01% Add +1.0% 14,294 $8.2M
Belpointe Asset Management LLC 0.57% Add +0.6% 14,082 $8.1M
Patton Albertson Miller Group, LLC 1.15% Reduce -1.3% 14,010 $8.1M
Bristlecone Advisors, LLC 0.69% Reduce -0.3% 13,962 $8.1M
Synovus Financial Corp. 0.11% Reduce -2.8% 13,918 $8.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.3% 13,880 $8.0M
Western Wealth Management, LLC 0.59% Add +14.7% 13,741 $7.9M
Penobscot Wealth Management 4.70% Add +11.0% 13,257 $7.9M
HB Wealth Management, LLC 0.09% Add +4.3% 13,649 $7.9M
Parallel Advisors, LLC 0.20% Reduce -0.3% 13,518 $7.8M
EP Wealth Advisors, LLC 0.08% Reduce -1.0% 13,433 $7.7M
Natixis Advisors, LLC 0.02% New 13,388 $7.7M
Sabal Trust CO 0.46% Reduce -0.7% 13,317 $7.7M
Townsquare Capital LLC 0.10% Add +78.5% 13,248 $7.6M
Carmichael Hill & Associates, Inc. 3.07% Reduce -2.7% 13,067 $7.5M
Haverford Trust Co 0.08% Reduce -0.8% 12,969 $7.5M
Wall Street Financial Group, Inc. 12.65% — 12,914 $7.4M
Culbertson A N & Co. Inc. 1.30% Reduce -13.4% 12,865 $7.4M
Gladstone Institutional Advisory LLC 0.39% Add +20.6% 12,824 $7.4M
Advisors Capital Management, LLC 0.13% Add +5.6% 12,805 $7.4M
Naples Global Advisors, LLC 0.74% Reduce -0.0% 12,696 $7.3M
NWF Advisory Services Inc. 1.16% Reduce -0.1% 12,649 $7.3M
Atria Investments, Inc 0.09% Add +6.7% 12,600 $7.3M
J.W. Cole Advisors, Inc. 0.34% Reduce -2.1% 12,512 $7.2M
Vista Investment Management 2.91% Reduce -0.8% 12,462 $7.2M
Jones Financial Companies LLLP 0.01% Add +105.4% 12,441 $7.2M
Tandem Wealth Advisors LLC 3.73% Reduce -0.1% 12,084 $7.0M
NorthCrest Asset Manangement, LLC 0.23% Add +0.8% 12,039 $6.9M
Creative Financial Designs Inc. 0.62% Add +3.8% 12,031 $6.9M
D.A. Davidson & Co. 0.06% Add +2.2% 11,994 $6.9M
Quintet Private Bank (Europe) S.A. 0.40% Reduce -2.1% 10,256 $6.9M
Ameritas Advisory Services, LLC 0.26% Add +8.5% 11,836 $6.8M
Flputnam Investment Management Co. 0.13% Add +1068.5% 11,825 $6.8M
Neville Rodie & Shaw Inc. 0.51% Add +1.5% 11,759 $6.8M
Oliver Luxxe Assets LLC 1.43% Reduce -2.1% 11,689 $6.7M
Jane Street Group, LLC 0.01% Reduce -3.9% 11,628 $6.7M
E&G Advisors, LLC 1.94% Add +1.5% 11,455 $6.6M
New Insight Wealth Advisors 3.88% Add +6.4% 11,417 $6.6M
Concurrent Investment Advisors, LLC 0.22% Reduce -5.8% 11,401 $6.6M
Diversify Wealth Management, LLC 0.81% — 12,678 $6.5M
Hartford Financial Management Inc. 1.39% Reduce -0.8% 11,256 $6.5M
Flagship Private Wealth, LLC 3.76% Add +5.0% 11,031 $6.4M
Security Financial Services, INC. 1.38% No change 11,010 $6.3M
Trilogy Capital Inc. 0.34% Add +109.1% 10,972 $6.3M
Breed's Hill Capital LLC 5.58% No change 10,929 $6.3M
Kesler, Norman & Wride, LLC 1.33% Reduce -4.2% 10,873 $6.3M
Focus Partners Wealth 0.02% Add +198.4% 10,865 $6.3M
Mutual Advisors, LLC 0.19% Add +5.1% 11,198 $6.3M
Syon Capital LLC 0.57% Reduce -1.6% 10,761 $6.2M
Bank of New York Mellon Corp 0.00% Reduce -2.2% 10,753 $6.2M
Choreo, LLC 0.10% Add +32.5% 10,631 $6.2M
Cornerstone Advisors Asset Management, LLC 1.73% Add +21.2% 10,628 $6.1M
Sheridan Capital Management, LLC 4.55% Reduce -0.7% 10,511 $6.1M
Sebold Capital Management, Inc. 4.18% Reduce -9.8% 10,497 $6.1M
Ascension Asset Management LLC 3.16% Reduce -2.0% 10,488 $6.0M
Kingsview Wealth Management, LLC 0.14% Reduce -0.7% 10,440 $6.0M
IHT Wealth Management, LLC 0.22% Add +5.0% 10,439 $6.0M
Raymond James Trust N.A. 0.14% Add +3.5% 10,414 $6.0M
Flow Traders U.S. LLC 0.30% Reduce -18.8% 10,382 $6.0M
Cibc World Market Inc. 0.01% Reduce -9.2% 10,255 $5.9M
Ausdal Financial Partners, Inc. 0.63% Add +1.4% 10,216 $5.9M
Raab & Moskowitz Asset Management LLC 1.58% Reduce -3.1% 10,106 $5.8M
Bank of New Hampshire 1.50% Reduce -1.6% 10,031 $5.8M
Exchange Traded Concepts, LLC 0.15% Add +0.4% 9,980 $5.8M
Moneta Group Investment Advisors LLC 0.09% Add +1.9% 9,938 $5.7M
First Bancorp, Inc 4.23% No change 9,917 $5.7M
Pallas Capital Advisors LLC 0.26% Reduce -0.7% 9,827 $5.7M
Prudential PLC 0.04% Reduce -20.4% 9,854 $5.7M
Independent Financial Group, LLC 0.23% Add +8.3% 9,802 $5.7M
MMBG Investment Advisors Co. 0.60% No change 9,760 $5.6M
BNP Paribas Financial Markets 0.01% Reduce -29.8% 9,702 $5.6M
Clark Capital Management Group, Inc. 0.04% Add +1306.4% 9,634 $5.6M
Eley Financial Management, Inc 2.33% Reduce -2.8% 9,543 $5.5M
Prospera Financial Services Inc 0.15% Add +1.1% 9,512 $5.5M
Signature Estate & Investment Advisors LLC 0.14% Add +168.7% 9,489 $5.5M
Drucker Wealth 3.0, LLC 1.45% — 9,486 $5.5M
Proficio Capital Partners LLC 0.57% Reduce -9.3% 9,472 $5.5M
Mather Group, Llc. 0.07% Add +23.2% 10,377 $5.4M
Tranquilli Financial Advisor LLC 3.64% Reduce -3.2% 9,342 $5.4M
Altura Wealth Advisors Inc. 5.33% Add +136.0% 9,391 $5.4M
Wulff, Hansen & Co. 5.27% Reduce -1.6% 9,263 $5.3M
Diversified, LLC 0.63% Add +2.5% 9,257 $5.3M
New Millennium Group LLC 3.48% Add +4.4% 9,244 $5.3M
Optimum Investment Advisors 2.35% Add +0.3% 9,072 $5.2M
MY Wealth Management Inc. 5.93% Add +3.1% 9,031 $5.2M
Bessemer Group Inc. 0.01% No change 8,922 $5.1M
Theory Financial LLC 2.42% Add +15.6% 8,869 $5.1M
FPC Investment Advisory, Inc. 4.56% Add +2.2% 8,697 $5.1M
Sound Stewardship, LLC 3.06% Reduce -0.7% 8,736 $5.0M
Williams Jones Wealth Management, LLC. 0.06% Reduce -2.7% 8,707 $5.0M
Valley National Advisers Inc. 0.74% Reduce -8.8% 8,622 $5.0M
Brookstone Capital Management 0.08% Add +12.8% 8,516 $5.0M
Assetmark, Inc. 0.02% Add +80.7% 8,586 $5.0M
Robertson Stephens Wealth Management, LLC 0.26% Reduce -1.4% 8,550 $4.9M
Commerce Bank 0.03% Reduce -2.6% 8,551 $4.9M
Wealthspire Retirement, LLC 0.41% Reduce -0.3% 8,509 $4.9M
Focus Financial Network, Inc. 0.21% Reduce -0.4% 8,400 $4.9M
Strategic Blueprint, LLC 0.33% Add +25.3% 8,471 $4.9M
AE Wealth Management LLC 0.05% Reduce -83.0% 8,384 $4.8M
Titleist Asset Management, LLC 0.73% Add +0.7% 8,362 $4.8M
Independent Order of Foresters 2.97% No change 8,355 $4.8M
Macquarie Group Ltd. 0.01% No change 8,355 $4.8M
Prime Capital Investment Advisors, LLC 0.07% Reduce -11.0% 8,338 $4.8M
Joel Isaacson & Co., LLC 0.25% Add +0.2% 8,294 $4.8M
Financial Advisory Partners, LLC 1.78% Reduce -7.2% 8,272 $4.8M
Empower Advisory Group, LLC 0.02% Add +1.3% 8,070 $4.7M
Marion Wealth Management 1.36% Add +1.1% 8,028 $4.6M
Bartlett & Co. Wealth Management LLC 0.07% No change 7,990 $4.6M
Clifford Group, LLC 3.70% Add +1.1% 7,948 $4.6M
Long Island Wealth Management, Inc. 3.22% Reduce -1.3% 7,911 $4.6M
Fingerlakes Wealth Management, Inc. 4.08% Add +0.1% 7,880 $4.5M
Salomon & Ludwin, LLC 0.51% Reduce -15.9% 7,848 $4.5M
Acorn Creek Capital LLC 2.69% Reduce -0.9% 7,825 $4.5M
Tower Research Capital LLC (TRC) 0.08% Add +781200.0% 7,813 $4.5M
Farmers National Bank 1.35% Reduce -1.6% 7,784 $4.5M
Strategic Investment Solutions, Inc. 1.45% — 7,872 $4.5M
Sigma Planning Corp 0.14% Add +6.1% 7,722 $4.5M
Davis Investment Partners, LLC 1.82% No change 7,379 $4.4M
N.E.W. Advisory Services LLC 0.48% Reduce -2.8% 7,664 $4.4M
Wealthcare Advisory Partners LLC 0.14% Add +7.1% 7,583 $4.4M
Parker Investment Management, LLC 0.69% Reduce -19.6% 7,489 $4.3M
McNaughton Wealth Management, LLC 2.29% Reduce -2.3% 7,486 $4.3M
Stratos Wealth Advisors, LLC 0.21% Add +0.3% 7,445 $4.3M
Global Retirement Partners, LLC 0.13% Reduce -14.2% 7,412 $4.3M
PFG Investments, LLC 0.30% Add +78.8% 7,346 $4.2M
Old National Bancorp 0.10% Add +1.4% 7,327 $4.2M
Summit Trail Advisors, LLC 0.11% Add +1.7% 7,285 $4.2M
Hyperion Partners, LLC 2.99% Reduce -13.0% 7,256 $4.2M
Visionary Wealth Advisors 0.27% Reduce -3.8% 7,242 $4.2M
CENTRAL TRUST Co 0.10% Reduce -0.5% 7,139 $4.1M
Quantinno Capital Management LP 0.07% Add +9.4% 7,122 $4.1M
Buckingham Strategic Wealth, LLC 0.04% Add +17.5% 7,112 $4.1M
Avidian Wealth Enterprises, LLC 0.20% Add +8.1% 7,066 $4.1M
Trinity Legacy Partners, LLC 1.16% Add +1.3% 7,066 $4.1M
Caprock Group, LLC 0.17% Add +10.0% 7,055 $4.1M
Certuity, LLC 0.32% Reduce -1.1% 6,996 $4.0M
DAVENPORT & Co LLC 0.03% Reduce -0.3% 6,935 $4.0M
Evolution Wealth Advisors, LLC 0.78% Reduce -1.9% 6,933 $4.0M
Main Street Financial Solutions, LLC 0.38% Add +1.6% 6,929 $4.0M
Smith Salley Wealth Management 0.29% Reduce -2.0% 6,921 $4.0M
Foundations Investment Advisors, LLC 0.10% Add +35.6% 6,888 $4.0M
Wedmont Private Capital 0.25% Reduce -10.2% 6,610 $4.0M
Asset Management Group, Inc. 0.60% Reduce -0.7% 6,860 $4.0M
Associated Banc-Corp 0.12% Reduce -2.9% 6,835 $3.9M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.8% 6,822 $3.9M
Highline Wealth Partners LLC 1.48% Add +6.2% 6,812 $3.9M
Idaho Trust Co 2.00% Reduce -13.7% 6,795 $3.9M
Cwm, LLC 0.02% Add +3.6% 6,770 $3.9M
O'shaughnessy Asset Management, LLC 0.04% Add +14.9% 6,737 $3.9M
Daymark Wealth Partners, LLC 0.18% Add +1197.7% 6,735 $3.9M
Patriot Investment Management Group, Inc. 0.30% No change 6,713 $3.9M
McAdam, LLC 0.23% Add +5.2% 6,680 $3.9M
Dagco, Inc. 1.71% Add +1.1% 6,676 $3.8M
Merit Financial Group, LLC 0.08% Add +2.9% 6,658 $3.8M
Tradewinds, LLC. 1.18% New 6,652 $3.8M
Chicago Partners Investment Group LLC 0.15% Reduce -3.6% 6,926 $3.8M
Sanctuary Wealth Management, L.L.C. 2.87% Reduce -4.6% 6,584 $3.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.6% 6,565 $3.8M
Joule Financial, LLC 1.53% Reduce -40.6% 6,539 $3.8M
MontVue Capital Management, Inc. 2.99% Add +19.0% 6,520 $3.8M
Transcend Capital Advisors, LLC 0.27% Reduce -2.0% 6,461 $3.7M
Meitav Investment House Ltd. 0.07% No change 6,414 $3.7M
Sierra Capital LLC 0.49% No change 6,410 $3.7M
SeaCrest Wealth Management, LLC 0.42% Add +11.0% 6,389 $3.7M
Bellevue Asset Management, LLC 2.02% Add +1.1% 6,351 $3.7M
Simmons Bank 0.27% Reduce -2.9% 6,140 $3.5M
Belvedere Trading LLC 0.18% Reduce -0.6% 6,001 $3.5M
Private Portfolio Partners LLC 2.81% Add +6.3% 5,988 $3.5M
Greytown Advisors Inc. 2.03% Reduce -2.6% 5,979 $3.5M
PFG Advisors 0.23% Reduce -14.2% 5,981 $3.4M
Avantax Planning Partners, Inc. 0.11% Reduce -5.7% 5,932 $3.4M
Capital Advisors Inc. 0.07% Reduce -0.2% 5,912 $3.4M
Ignite Planners, LLC 0.82% Add +272.9% 5,646 $3.4M
Etfidea, LLC 1.13% Reduce -0.0% 5,806 $3.3M
FRG Family Wealth Advisors LLC 0.65% Add +8.8% 6,416 $3.3M
Absolute Capital Management, LLC 2.01% Reduce -5.2% 5,764 $3.3M
Sandy Spring Bank 0.15% Add +7.7% 5,717 $3.3M
Shira Ridge Wealth Management 1.84% Reduce -2.2% 5,716 $3.3M
Mittelman Wealth Management 2.12% No change 5,673 $3.3M
NorthRock Partners, LLC 0.12% Reduce -10.0% 5,633 $3.3M
Apexium Financial, LP 0.23% Reduce -2.9% 5,605 $3.2M
Steel Grove Capital Advisors, LLC 0.44% Reduce -44.2% 5,573 $3.2M
Retirement Capital Strategies 1.29% New 5,570 $3.2M
Marshall Wace, LLP 0.00% Add +187.7% 5,521 $3.2M
Birchcreek Wealth Management, LLC 1.79% Reduce -0.3% 5,515 $3.2M
Manchester Capital Management LLC 0.38% Reduce -18.3% 5,480 $3.2M
Keybank National Association 0.01% Reduce -2.0% 5,451 $3.1M
Freestone Capital Holdings, LLC 0.11% Add +0.5% 5,441 $3.1M
IFP Advisors, Inc 0.12% Reduce -34.0% 5,405 $3.1M
Ballast, Inc. 0.96% Add +15.2% 5,400 $3.1M
Summit Global Investments 0.22% Reduce -7.3% 5,396 $3.1M
&partners 0.14% New 5,394 $3.1M
Rwa Wealth Partners, LLC 0.04% Add +7.0% 5,341 $3.1M
Rathbones Group PLC 0.02% Add +1.4% 5,334 $3.1M
BlackRock Inc. 0.00% Add +38.4% 5,333 $3.1M
Ascent Group, LLC 0.25% Reduce -0.5% 5,328 $3.1M
Lam Group, Inc. 2.59% Add +0.2% 5,320 $3.1M
New England Private Wealth Advisors LLC 0.53% No change 5,307 $3.1M
Mission Wealth Management, LP 0.08% Add +0.4% 5,267 $3.0M
Archford Capital Strategies, LLC 0.49% Reduce -2.3% 5,256 $3.0M
Thomasville National Bank 0.24% No change 5,234 $3.0M
Cozad Asset Management Inc. 0.30% Reduce -1.4% 5,189 $3.0M
Stonebridge Financial Planning Group, LLC 1.50% Reduce -1.3% 5,169 $3.0M
Neuberger Berman Group LLC 0.00% Add +73.0% 5,169 $3.0M
Rehmann Capital Advisory Group 0.21% Add +25.6% 5,159 $3.0M
Vanguard Group Inc. 0.00% Reduce -8.7% 5,147 $3.0M
Premier Path Wealth Partners, LLC 0.50% Add +29.9% 5,136 $3.0M
Wolff Financial Management LLC 2.18% Reduce -0.0% 5,128 $3.0M
Jacobi Capital Management LLC 0.26% Add +3.9% 5,110 $2.9M
Simplicity Wealth,LLC 0.07% Reduce -20.6% 5,075 $2.9M
Houlihan Financial Resource Group, Ltd. 1.99% No change 5,067 $2.9M
BOS Asset Management, LLC 1.35% Add +19.9% 5,041 $2.9M
Apollon Financial, LLC 0.94% No change 5,040 $2.9M
Mainsail Asset Management, LLC 2.30% Reduce -11.6% 5,034 $2.9M
ICA Group Wealth Management, LLC 1.74% Reduce -66.6% 5,019 $2.9M
First Horizon Advisors, Inc. 0.09% No change 5,000 $2.9M
Bray Capital Advisors 0.72% No change 4,970 $2.9M
Wealthspire Advisors, LLC 0.04% Add +28.8% 4,949 $2.9M
Zhang Financial LLC 0.20% Reduce -0.9% 4,933 $2.8M
Cora Capital Advisors LLC 1.45% No change 4,890 $2.8M
Checchi Capital Advisers, LLC 0.22% Reduce -7.3% 4,884 $2.8M
Insight Advisors, LLC/ PA 0.51% Add +24.9% 4,874 $2.8M
Centaurus Financial, Inc. 0.19% Add +5.9% 4,850 $2.8M
OneDigital Investment Advisors LLC 0.03% Add +27.6% 4,848 $2.8M
Nomura Asset Management Co. Ltd. 0.01% Reduce -7.7% 4,800 $2.8M
Ciovacco Capital Management LLC 1.77% Add +2.0% 4,775 $2.8M
TD Waterhouse Canada Inc. 0.02% Reduce -11.6% 4,709 $2.7M
Retirement Planning Group, LLC 0.17% Reduce -3.1% 4,723 $2.7M
Waldron Private Wealth LLC 0.12% No change 4,680 $2.7M
NBT Bank, N.A. 0.19% Reduce -5.7% 4,629 $2.7M
Bradley Foster & Sargent Inc. 0.05% No change 4,624 $2.7M
Axxcess Wealth Management, LLC 0.07% Add +37.9% 4,611 $2.7M
JNBA Financial Advisors 0.28% Reduce -0.5% 4,596 $2.7M
Tsfg, LLC 0.62% Reduce -2.0% 4,595 $2.6M
Peachtree Investment Partners, LLC 1.04% Reduce -8.4% 4,592 $2.6M
Orion Porfolio Solutions, LLC 0.03% Add +5.3% 4,587 $2.6M
Orion Portfolio Solutions, LLC 0.03% Add +5.3% 4,587 $2.6M
Dakota Wealth Management 0.06% Add +0.0% 4,583 $2.6M
Oak Harvest Investment Services 0.42% Add +25.0% 4,566 $2.6M
Liberty Wealth Management LLC 0.48% Add +6873.3% 312,055 $2.6M
Lodestar Private Asset Management LLC 0.36% Reduce -2.4% 4,509 $2.6M
Curated Wealth Partners LLC 0.36% — 4,506 $2.6M
CreativeOne Wealth, LLC 0.13% Reduce -58.4% 4,483 $2.6M
Cutter & CO Brokerage, Inc. 0.62% Reduce -3.1% 4,429 $2.6M
U.S. Capital Wealth Advisors, LLC 0.10% Add +9.7% 4,415 $2.5M
Resolute Advisors LLC 0.65% No change 4,394 $2.5M
Compound Planning, Inc. 0.19% Add +43.9% 4,362 $2.5M
Whittier Trust Co. 0.04% Reduce -2.1% 4,285 $2.5M
Focus Partners Advisor Solutions, LLC 0.06% Add +8.6% 4,264 $2.5M
Ayalon Insurance Comp Ltd. 0.81% No change 4,246 $2.5M
RBA Wealth Management, LLC 0.98% Reduce -5.5% 4,248 $2.4M
GPM Growth Investors, Inc. 1.04% — 4,223 $2.4M
Gray Wealth Management Inc. 1.05% Add +6.4% 4,202 $2.4M
Laidlaw Wealth Management LLC 1.33% Add +2.7% 4,194 $2.4M
Eagle Strategies LLC 0.46% Reduce -74.5% 4,193 $2.4M
J. Safra Sarasin Holding AG 0.04% — 4,183 $2.4M
Magnus Financial Group LLC 0.27% Add +13.4% 4,163 $2.4M
Smith, Moore & Co. 0.25% Add +6.6% 4,124 $2.4M
Peregrine Asset Advisers, Inc. 0.94% Reduce -0.1% 4,118 $2.4M
Lazard Asset Management LLC 0.00% No change 4,100 $2.4M
Symphony Financial Services, Inc. 2.03% — 3,938 $2.4M
Clearstead Advisors, LLC 0.04% Add +62.5% 4,091 $2.4M
Gryphon Financial Partners LLC 0.35% Add +2.0% 4,082 $2.4M
Thrivent Financial for Lutherans 0.00% Add +0.9% 4,063 $2.3M
Main Management LLC 0.19% No change 4,046 $2.3M
Christensen, King & Associates Investment Services, Inc. 1.15% Add +0.3% 4,046 $2.3M
Venture Visionary Partners LLC 0.11% Reduce -4.7% 4,041 $2.3M
Retirement Guys Formula LLC 1.11% Reduce -8.8% 4,034 $2.3M
Citizens Financial Group Inc. 0.05% Add +53.4% 4,021 $2.3M
National Wealth Management Group, LLC 1.77% Reduce -1.1% 4,025 $2.3M
Stephens Inc. 0.04% Reduce -10.8% 4,006 $2.3M
SOA Wealth Advisors, LLC. 0.46% Reduce -2.3% 3,967 $2.3M
One Charles Private Wealth Services, LLC 0.95% Add +10.8% 3,965 $2.3M
Sharper & Granite LLC 1.09% Add +5.9% 3,959 $2.3M
Valeo Financial Advisors, LLC 0.07% Add +52.5% 3,954 $2.3M
Physician Wealth Advisors, Inc. 0.42% Add +11.1% 3,747 $2.3M
Hazlett, Burt & Watson, Inc. 1.17% Reduce -1.5% 3,924 $2.3M
Tudor Investment Corporation 0.03% New 3,922 $2.3M
Center for Financial Planning, Inc. 0.33% Add +2.1% 3,921 $2.3M
Strategic Wealth Investment Group, LLC 0.28% — 3,864 $2.2M
Bleakley Financial Group, LLC 0.06% Reduce -18.5% 3,886 $2.2M
Douglass Winthrop Advisors, LLC 0.05% Reduce -2.5% 3,875 $2.2M
Moseley Investment Management Inc. 1.03% Reduce -0.4% 3,860 $2.2M
Nvest Financial, LLC 1.36% Add +88.8% 3,850 $2.2M
L. Roy Papp & Associates, LLP 0.27% No change 3,835 $2.2M
Barings LLC 0.05% Reduce -44.6% 3,829 $2.2M
Mill Creek Capital Advisors, LLC 0.06% Add +7.9% 3,792 $2.2M
Alpha Financial Partners LLC 1.89% New 3,779 $2.2M
Flagship Harbor Advisors, LLC 0.13% Reduce -7.5% 3,778 $2.2M
Hilltop Holdings Inc. 0.25% Add +76.7% 3,756 $2.2M
Compass Ion Advisors, LLC 0.31% No change 4,105 $2.2M
Cornerstone Wealth Management, LLC 0.17% Add +2.2% 3,721 $2.1M
Valmark Advisers, Inc. 0.04% Add +0.5% 3,711 $2.1M
TruWealth Advisors, LLC 0.14% Add +0.7% 3,676 $2.1M
Essex Financial Services, Inc. 0.16% Add +54.3% 3,982 $2.1M
Garde Capital, Inc. 0.15% Add +1.2% 3,663 $2.1M
Leelyn Smith, LLC 0.41% No change 3,655 $2.1M
SouthState Bank Corp 0.15% Add +170.4% 3,602 $2.1M
Crestwood Advisors Group, LLC 0.04% Add +0.6% 3,591 $2.1M
Financial Advocates Investment Management 0.13% Reduce -7.4% 3,591 $2.1M
tru Independence LLC 0.62% Add +1.7% 3,586 $2.1M
Bright Financial Advisors, Inc. 1.43% Reduce -38.6% 3,525 $2.0M
Financial Counselors Inc. 0.03% Reduce -0.8% 3,514 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -19.6% 3,494 $2.0M
Bragg Financial Advisors, Inc 0.09% Reduce -3.7% 3,491 $2.0M
Redwood Financial Network Corp 1.69% Add +6.2% 3,486 $2.0M
Aptus Capital Advisors, LLC 0.04% Reduce -77.0% 3,475 $2.0M
Good Life Advisors, LLC 0.17% Reduce -0.7% 3,473 $2.0M
Tower View Wealth Management LLC 1.14% Add +0.5% 3,444 $2.0M
Elevation Capital Advisory, LLC 0.91% — 3,440 $2.0M
NorthCoast Asset Management LLC 0.02% Add +14.7% 3,413 $2.0M
Schrum Private Wealth Management LLC 1.77% No change 3,407 $2.0M
Win Advisors, Inc. 0.87% New 3,398 $2.0M
Wealth Management Associates, Inc. 0.91% No change 3,374 $1.9M
Darrow Company, Inc. 1.26% No change 3,363 $1.9M
Heritage Investment Group, Inc. 0.27% No change 3,360 $1.9M
Founders Financial Securities LLC 0.18% Add +47.8% 3,359 $1.9M
Clifford Swan Investment Counsel LLC 0.07% No change 3,358 $1.9M
International Assets Investment Management, LLC 0.18% Reduce -5.8% 3,354 $1.9M
Atticus Wealth Management, LLC 0.63% Reduce -10.9% 3,351 $1.9M
LPWM LLC 0.67% Reduce -2.1% 3,211 $1.9M
Pine Valley Investments Ltd Liability Co 0.14% Reduce -18.6% 3,332 $1.9M
Relyea Zuckerberg Hanson LLC 0.32% Add +42.6% 3,319 $1.9M
Apollon Wealth Management, LLC 0.06% Reduce -10.6% 3,317 $1.9M
Dynamic Advisor Solutions LLC 0.06% Reduce -5.4% 3,308 $1.9M
BLB&B Advisors, LLC 0.10% Reduce -0.7% 3,294 $1.9M
Deutsche Bank AG 0.00% No change 3,275 $1.9M
Sunbelt Securities, Inc. 0.19% Reduce -1.8% 3,273 $1.9M
Busey Bank 0.06% Reduce -6.3% 3,272 $1.9M
Evercore Wealth Management, LLC 0.03% No change 3,253 $1.9M
Meridian Investment Counsel Inc. 0.58% New 3,183 $1.8M
High Net Worth Advisory Group LLC 0.55% Add +20.1% 3,155 $1.8M
Northeast Financial Consultants Inc 0.08% No change 3,156 $1.8M
Waverly Advisors, LLC 0.04% Add +24.7% 3,148 $1.8M
Insigneo Advisory Services, LLC 0.20% Reduce -28.4% 3,492 $1.8M
Hershey Financial Advisers, LLC 1.61% — 3,120 $1.8M
Strategic Family Wealth Counselors, L.L.C. 0.68% Add +23.3% 3,120 $1.8M
Round Rock Advisors LLC 0.44% Reduce -26.7% 3,103 $1.8M
Institute for Wealth Management, LLC. 0.24% Add +10.5% 3,094 $1.8M
Kovack Advisors, Inc. 0.20% Add +3.9% 3,090 $1.8M
MBL Wealth, LLC 0.20% Reduce -0.2% 3,080 $1.8M
Sequoia Financial Advisors, LLC 0.02% Reduce -8.6% 3,076 $1.8M
Choate Investment Advisors 0.05% Add +45.4% 3,042 $1.8M
W Advisors, LLC 1.14% Add +21.6% 3,028 $1.7M
Citizens National Bank Trust Department 0.39% Reduce -0.3% 3,003 $1.7M
Franklin Resources Inc. 0.00% Add +6.0% 3,000 $1.7M
Savant Capital, LLC 0.02% Add +22.4% 2,984 $1.7M
Squarepoint Ops LLC 0.01% Add +19.4% 2,966 $1.7M
Lanark Financial, Inc. 0.16% Add +3.5% 2,959 $1.7M
Indiana Trust & Investment Management Co 0.62% No change 2,928 $1.7M
Composition Wealth, LLC 0.04% Reduce -0.3% 2,919 $1.7M
Realta Investment Advisors 0.33% Reduce -1.5% 2,899 $1.7M
Hyman Charles D 0.09% No change 2,892 $1.7M
SteelPeak Wealth, LLC 0.08% Reduce -94.2% 2,871 $1.7M
Evanson Asset Management, LLC 0.12% Add +24.3% 2,864 $1.7M
Pathway Financial Advisors LLC 0.44% No change 2,852 $1.6M
Woodward Diversified Capital, LLC 0.96% Reduce -2.3% 2,851 $1.6M
City State Bank 0.67% Reduce -0.2% 2,840 $1.6M
HF Advisory Group, LLC 0.84% Add +4.3% 2,833 $1.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +19.5% 2,818 $1.6M
Cary Street Partners Investment Advisory LLC 0.06% Add +13.4% 2,781 $1.6M
AlTi Global, Inc. 0.04% Reduce -3.3% 2,760 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.30% No change 2,750 $1.6M
Mitchell Sinkler & Starr 0.40% Reduce -0.7% 2,713 $1.6M
Pacific Sun Financial Corp 0.93% Reduce -0.6% 2,725 $1.6M
Regent Peak Wealth Advisors LLC 0.36% Add +7.8% 2,717 $1.6M
TTP Investments, Inc. 0.59% New 2,716 $1.6M
Affiance Financial, LLC 0.40% Add +5.6% 2,675 $1.5M
Avestar Capital, LLC 0.17% No change 2,650 $1.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -0.6% 2,644 $1.5M
Community Bank, N.A. 0.20% Reduce -0.9% 2,642 $1.5M
Hanover Advisors Inc. 0.67% Reduce -6.5% 2,632 $1.5M
Orleans Capital Management Corp. 0.96% Add +1.3% 2,629 $1.5M
Union Savings Bank 0.80% Reduce -2.3% 2,628 $1.5M
Tritonpoint Wealth, LLC 0.14% Add +7.5% 2,602 $1.5M
WMS Partners, LLC 0.10% Reduce -0.2% 2,596 $1.5M
First National Trust Co 0.06% Reduce -0.8% 2,585 $1.5M
CRA Financial Services, LLC 0.30% Add +1.6% 2,567 $1.5M
One Day In July LLC 0.18% Add +11.6% 2,567 $1.5M
Charter Oak Capital Management, LLC 0.15% Reduce -12.2% 2,563 $1.5M
Autumn Glory Partners, LLC 0.75% No change 2,553 $1.5M
Kingswood Wealth Advisors, LLC 0.13% Add +7.7% 2,540 $1.5M
WMG Financial Advisors, LLC 0.77% Add +0.9% 2,535 $1.5M
National Philanthropic Trust 0.03% No change 2,530 $1.5M
Regions Financial Corp. 0.01% Reduce -18.6% 2,523 $1.5M
Consolidated Portfolio Review Corp 0.34% Add +40.6% 2,510 $1.4M
Bay Harbor Wealth Management, LLC 0.50% No change 2,495 $1.4M
Valley Wealth Managers, Inc. 0.11% Reduce -4.5% 2,498 $1.4M
LM Advisors LLC 0.29% No change 2,485 $1.4M
Zullo Investment Group, Inc. 0.63% No change 2,477 $1.4M
North Star Investment Management Corp. 0.10% Add +15.3% 2,464 $1.4M
Great Valley Advisor Group, Inc. 0.04% Add +1.7% 2,460 $1.4M
GeoWealth Management, LLC 0.06% Add +3.1% 2,450 $1.4M
Cadent Capital Advisors, LLC 0.57% Add +57.1% 2,439 $1.4M
Cardiff Park Advisors, LLC 0.14% Add +16.6% 2,433 $1.4M
JTC Employer Solutions Trustee Ltd 0.09% No change 2,429 $1.4M
RFG Advisory, LLC 0.05% Reduce -35.9% 2,421 $1.4M
Appleton Partners Inc. 0.11% Reduce -0.4% 2,415 $1.4M
Simon Quick Advisors, LLC 0.10% No change 2,403 $1.4M
Austin Wealth Management, LLC 0.32% No change 2,328 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.23% Add +8.4% 2,397 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +11.2% 2,391 $1.4M
Gateway Advisory, LLC 0.23% No change 2,388 $1.4M
Proffitt & Goodson Inc. 0.24% Reduce -1.7% 2,384 $1.4M
American Institute for Advanced Investment Management, LLP 1.05% Add +1.1% 2,379 $1.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +3.1% 2,376 $1.4M
Park Avenue Securities LLC 0.02% Add +26.4% 2,376 $1.4M
Aviso Wealth Management 0.81% No change 2,357 $1.4M
FourThought Financial Partners, LLC 0.17% Reduce -29.9% 2,347 $1.4M
Prio Wealth Limited Partnership 0.04% No change 2,332 $1.3M
Embree Financial Group 0.26% Add +0.9% 2,309 $1.3M
Berkeley Capital Partners, LLC 0.40% No change 2,307 $1.3M
McGuire Investment Group, LLC 0.19% Add +0.7% 2,305 $1.3M
Farther Finance Advisors, LLC 0.06% Add +6.0% 2,277 $1.3M
Obsidian Cio, LLC 0.31% Add +24.7% 2,294 $1.3M
Trust Point Inc. 0.11% No change 2,279 $1.3M
HM Payson & Co. 0.02% Add +2.6% 2,278 $1.3M
Arlington Trust Co LLC 0.31% Add +2.3% 2,256 $1.3M
HBW Advisory Services LLC 0.21% Add +2.0% 2,245 $1.3M
Moors & Cabot, Inc. 0.07% Add +5.4% 2,241 $1.3M
Berger Financial Group, Inc 0.10% Reduce -0.3% 2,239 $1.3M
Arkadios Wealth Advisors 0.09% Reduce -4.3% 2,233 $1.3M
Financial Engines Advisors L.L.C. 0.00% Add +149.0% 2,226 $1.3M
Rinkey Investments 0.46% Add +5.0% 2,226 $1.3M
Gallacher Capital Management LLC 0.67% Reduce -0.2% 2,215 $1.3M
Silver Oak Securities, Incorporated 0.19% Reduce -2.1% 2,196 $1.3M
Redwood Investment Management, LLC 0.11% Reduce -1.6% 2,192 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,192 $1.3M
PDS Planning, Inc 0.13% Add +45.8% 2,191 $1.3M
Allied Investment Advisors, LLC 0.30% No change 2,187 $1.3M
Childress Capital Advisors, LLC 0.35% New 2,178 $1.3M
Riversedge Advisors, LLC 0.30% Add +0.2% 2,168 $1.2M
CW Advisors, LLC 0.02% Reduce -58.0% 2,166 $1.2M
Carnegie Investment Counsel 0.04% No change 2,161 $1.2M
Private Wealth Advisors, LLC 0.54% Reduce -1.0% 2,129 $1.2M
WealthCare Investment Partners, LLC 0.57% Add +4.6% 2,142 $1.2M
Altus Wealth Management, LLC 0.59% Add +19.2% 2,142 $1.2M
Mesirow Financial Investment Management, Inc. 0.03% Reduce -13.6% 2,127 $1.2M
GC Wealth Management RIA, LLC 0.24% Add +25.0% 2,113 $1.2M
Journey Advisory Group, LLC 0.15% Reduce -2.3% 2,103 $1.2M
Elevatus Welath Management 0.45% Reduce -5.2% 2,086 $1.2M
Confluence Wealth Services, Inc. 0.10% No change 2,071 $1.2M
Sovereign Financial Group, Inc. 0.30% No change 2,056 $1.2M
QRG Capital Management, Inc. 0.01% Add +44.3% 2,054 $1.2M
Goldstone Financial Group, LLC 0.24% Reduce -3.1% 2,052 $1.2M
Unique Wealth Strategies, LLC 0.55% No change 2,239 $1.2M
Financial Consulate, Inc. 0.34% Add +39.9% 2,034 $1.2M
Castle Wealth Management LLC 0.56% Reduce -0.2% 2,030 $1.2M
DLK Investment Management, LLC 0.48% Add +0.9% 2,030 $1.2M
FFG Retirement Advisors LLC 0.82% Reduce -3.1% 2,029 $1.2M
Beacon Financial Advisory LLC 0.44% No change 2,025 $1.2M
Cutler Investment Counsel LLC 0.16% Reduce -4.2% 2,016 $1.2M
Retirement Planning Co of New England, Inc. 0.63% Add +0.8% 2,018 $1.2M
Strategies Wealth Advisors, LLC 0.17% Add +4.2% 2,017 $1.2M
Fonville Wealth Management LLC 0.46% Reduce -3.2% 2,010 $1.2M
Stock Yards Bank & Trust Co. 0.04% Add +0.1% 2,009 $1.2M
Falcon Wealth Planning 0.15% No change 1,997 $1.2M
Brighton Jones LLC 0.04% Add +8.1% 1,976 $1.1M
Davis R M Inc. 0.02% New 1,974 $1.1M
Madison Wealth Partners, Inc 0.39% No change 1,973 $1.1M
Goepper Burkhardt LLC 0.51% Add +34.3% 1,960 $1.1M
SVB Wealth LLC 0.03% Reduce -37.2% 1,954 $1.1M
PBMares Wealth Management LLC 0.28% Add +16.9% 1,951 $1.1M
Concentrum Wealth Management 0.47% Add +30.8% 1,949 $1.1M
Csenge Advisory Group 0.06% Reduce -18.7% 1,949 $1.1M
Riverpoint Wealth Management Holdings, LLC 0.31% No change 1,920 $1.1M
Towerpoint Wealth, LLC 0.55% Reduce -2.0% 1,908 $1.1M
Safeguard Financial, LLC 0.30% No change 1,899 $1.1M
Gill Capital Partners, LLC 0.42% Add +1.4% 1,882 $1.1M
SYM FINANCIAL Corp 0.17% Reduce -14.2% 1,880 $1.1M
Rockland Trust Co. 0.06% Reduce -1.6% 1,879 $1.1M
Rockwood Wealth Management, LLC 0.13% Reduce -2.3% 1,874 $1.1M
Qube Research & Technologies Ltd 0.00% Add +402.1% 1,873 $1.1M
JB Capital LLC 0.07% Reduce -6.2% 1,863 $1.1M
Index Fund Advisors, Inc. 0.06% No change 1,852 $1.1M
Tradition Wealth Management, LLC 0.10% Add +43.5% 1,852 $1.1M
Arete Wealth Advisors, LLC 0.09% New 1,844 $1.1M
ORBA Wealth Advisors, L.L.C. 0.55% Reduce -9.8% 1,840 $1.1M
PCA Investment Advisory Services Inc. 0.56% Reduce -0.5% 1,837 $1.1M
Warwick Investment Management, Inc. 0.25% No change 1,837 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% No change 1,818 $1.0M
Key Financial Inc 0.25% No change 1,817 $1.0M
Cassaday & Co Wealth Management LLC 0.03% Reduce -4.1% 1,812 $1.0M
Regal Investment Advisors LLC 0.07% Add +40.2% 1,804 $1.0M
Legacy Advisors, LLC 0.12% No change 1,777 $1.0M
Wilmington Savings Fund Society, FSB 0.04% No change 1,763 $1.0M
Diversify Advisory Services, LLC 0.06% Add +31.2% 1,693 $1.0M
Headlands Technologies LLC 0.11% Add +491.9% 1,758 $1.0M
Pure Financial Advisors, LLC 0.03% Add +80.1% 1,749 $1.0M
Market Street Wealth Management Advisors LLC 0.17% No change 1,727 $996K
Ledyard National Bank 0.10% Add +78.7% 1,724 $994K
Private Wealth Partners, LLC 0.07% No change 1,723 $993K
Conservest Capital Advisors, Inc. 0.11% No change 1,883 $987K
Lion Street Advisors, LLC 0.36% Add +73.6% 1,710 $985K
Capstone Wealth Management Group, LLC 0.64% Add +0.3% 1,706 $984K
American Capital Advisory, LLC 0.70% Add +27.9% 2,030 $982K
Outlook Wealth Advisors, LLC 0.30% No change 1,687 $973K
World Investment Advisors 0.06% New 1,685 $971K
Arkos Global Advisors 0.15% Reduce -2.1% 1,656 $955K
Cookson Peirce & Co. Inc. 0.05% No change 1,655 $954K
Parsons Capital Management Inc. 0.06% Reduce -0.3% 1,650 $951K
Ingalls & Snyder LLC 0.04% No change 1,645 $948K
Oxford Financial Group, LTD. LLC 0.06% Reduce -3.0% 1,639 $945K
SpiderRock Advisors, LLC 0.02% Add +18.7% 1,636 $944K
Americana Partners, LLC 0.07% Add +0.7% 1,626 $937K
Elm Partners Management LLC 0.07% Add +164.8% 1,623 $936K
Larson Financial Group LLC 0.06% Add +12.3% 1,621 $935K
Latitude Advisors, LLC 0.57% Reduce -3.1% 1,616 $932K
Selective Wealth Management, Inc. 0.41% No change 1,553 $929K
Secure Asset Management, LLC 0.18% Add +172.4% 1,610 $928K
Chapin Davis, Inc. 0.32% No change 1,609 $928K
McKinley Carter Wealth Services, Inc. 0.06% No change 1,605 $925K
Capital Square, LLC 0.60% Add +1.9% 1,579 $923K
Bensler, LLC 0.12% Reduce -5.9% 1,600 $923K
Virtue Capital Management, LLC 0.16% No change 1,582 $923K
Selway Asset Management 0.38% Add +77.8% 1,600 $923K
Two Sigma Investments, LP 0.00% New 1,600 $923K
Allianz Asset Management GmbH 0.00% New 1,600 $923K
Farmers & Merchants Investments Inc. 0.03% Add +23.1% 1,599 $922K
Corbyn Investment Management Inc. 0.42% Reduce -19.5% 1,588 $916K
Kellett Wealth Advisors, LLC 0.74% Reduce -53.4% 1,587 $915K
Advisory Alpha, LLC 0.04% Reduce -0.2% 1,581 $912K
Capital Investment Advisors, LLC 0.02% Add +27.0% 1,577 $910K
Bogart Wealth, LLC 0.05% Add +696.5% 1,577 $909K
Householder Group Estate & Retirement Specialist, LLC 0.26% Add +15.0% 1,578 $909K
Private Trust Co. NA 0.10% Add +3.7% 1,574 $908K
Beacon Investment Advisory Services, Inc. 0.04% Add +3.4% 1,572 $906K
Goelzer Investment Management, Inc. 0.05% Add +3.2% 1,571 $906K
Red Lighthouse Investment Management, LLC 0.38% No change 1,553 $895K
Wellspring Financial Advisors, LLC 0.10% No change 1,542 $889K
Stevard, LLC 0.77% No change 1,539 $887K
Ballentine Partners, LLC 0.02% Reduce -16.4% 1,528 $881K
Black Diamond Financial, LLC 0.17% Add +5.2% 1,528 $881K
Benjamin F. Edwards & Company, Inc. 0.02% Add +25.9% 1,512 $872K
Signaturefd, LLC 0.02% No change 1,511 $871K
Debussy Capital Management LP 0.25% Add +3.6% 1,510 $871K
Redhawk Wealth Advisors, Inc. 0.13% Reduce -0.7% 1,507 $869K
Birch Hill Investment Advisors LLC 0.04% Add +25.7% 1,502 $866K
Plancorp, LLC 0.04% Reduce -25.0% 1,498 $864K
Waters Parkerson & Co., LLC 0.05% No change 1,491 $860K
Peoples Bank 0.44% Reduce -1.4% 1,470 $848K
Greenleaf Trust 0.01% Add +10.6% 1,467 $846K
Gateway Wealth Partners, LLC 0.25% Reduce -14.4% 1,460 $842K
SignalPoint Asset Management, LLC 0.22% New 1,458 $841K
HCR Wealth Advisors 0.12% Add +1.2% 1,440 $830K
Fairview Capital Investment Management, LLC 0.05% Reduce -0.1% 1,439 $830K
Foresight Capital Management Advisors, Inc. 0.56% Reduce -1.4% 1,430 $825K
FSM Wealth Advisors, LLC 0.28% Reduce -2.7% 1,424 $821K
Howe & Rusling Inc. 0.07% Add +179.5% 1,420 $819K
Relative Value Partners Group, LLC 0.11% Reduce -94.9% 1,418 $817K
Lake Street Private Wealth, LLC 0.11% Reduce -0.2% 1,418 $817K
Sequent Planning LLC 0.28% Reduce -8.2% 1,403 $817K
Convergence Financial, LLC 0.22% Add +2.2% 1,416 $816K
Southern Capital Advisors, LLC 0.50% No change 1,414 $816K
BIP Wealth, LLC 0.07% No change 1,414 $815K
WNY Asset Management, LLC 0.11% New 1,411 $814K
Financial Insights, Inc. 0.22% Reduce -29.7% 1,404 $810K
Ritholtz Wealth Management 0.03% Reduce -11.5% 1,404 $809K
Clal Insurance Enterprises Holdings Ltd 0.01% Reduce -84.3% 1,392 $804K
NorthLanding Financial Partners, LLC 0.85% Reduce -9.0% 1,393 $803K
Zacks Investment Management 0.01% Reduce -4.7% 1,391 $802K
Wilson & Boucher Capital Management, LLC 0.61% No change 1,375 $793K
Shepherd Financial Partners LLC 0.10% Reduce -0.1% 1,368 $789K
StoneX Group Inc. 0.06% Add +0.7% 1,362 $787K
Cannell & Spears LLC 0.02% No change 1,355 $781K
LFA - Lugano Financial Advisors SA 0.59% No change 1,350 $778K
Marcum Wealth, LLC 0.08% Add +4.6% 1,338 $771K
Sweet Financial Partners, LLC 0.18% Reduce -3.3% 1,336 $771K
RAM Investment Partners, LLC 0.22% Add +25.7% 1,335 $770K
Nilsine Partners, LLC 0.10% No change 1,328 $766K
Fortis Group Advisors, LLC 0.15% Add +1.1% 1,322 $762K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -0.1% 1,318 $760K
Schnieders Capital Management LLC 0.15% No change 1,312 $756K
Blue Fin Capital, Inc. 0.15% Add +7.1% 1,311 $756K
Maiden Cove Capital, LLC 1.64% — 1,438 $756K
Legacy Edge Advisors, LLC 0.14% Reduce -0.8% 1,306 $753K
Atlas Private Wealth Advisors 0.12% Add +71.1% 1,302 $751K
Strait & Sound Wealth Management LLC 0.38% Add +0.4% 1,302 $750K
Bank of Nova Scotia 0.00% Reduce -97.5% 1,300 $750K
Carolinas Wealth Consulting LLC 0.14% No change 1,298 $749K
Tidemark, LLC 0.34% Reduce -12.0% 1,295 $747K
Rational Advisors, Inc. 0.07% Reduce -7.6% 1,294 $746K
Avior Wealth Management, LLC 0.03% Add +37.0% 1,288 $743K
Garrison Point Advisors, LLC 0.49% Add +0.4% 1,286 $741K
Greenhouse Wealth Management, LLC 0.54% No change 1,284 $740K
Bell Bank 0.06% No change 1,281 $739K
Alpha Cubed Investments, LLC 0.03% Reduce -5.2% 1,271 $733K
Biltmore Family Office, LLC 0.13% Reduce -6.6% 1,265 $730K
Ascentis Independent Advisors 0.15% — 1,258 $725K
TrinityPoint Wealth, LLC 0.11% Reduce -4.5% 1,258 $725K
Mattern Wealth Management LLC 0.17% No change 1,256 $724K
TFO Wealth Partners, LLC 0.14% New 1,255 $724K
FineMark National Bank & Trust 0.03% Add +4.5% 1,247 $719K
Financial Guidance Group, Inc. 0.44% Reduce -13.5% 1,241 $716K
Mission Creek Capital Partners, Inc. 0.18% Reduce -17.9% 1,240 $715K
Executive Wealth Management, LLC 0.13% Add +3.1% 1,237 $713K
Accretive Wealth Partners, LLC 0.30% Reduce -3.0% 1,235 $712K
Bison Wealth, LLC 0.12% No change 1,352 $709K
Hillcrest Wealth Advisors - NY, LLC 0.38% No change 1,225 $706K
Empirical Asset Management, LLC 0.27% New 17,970 $705K
Westwood Holdings Group Inc. 0.01% No change 1,213 $699K
Main Street Group, LTD 0.32% Reduce -27.2% 1,193 $695K
Patriot Financial Group Insurance Agency, LLC 0.10% Add +7.5% 1,203 $694K
Headinvest, LLC 0.14% Reduce -1.5% 1,202 $693K
Capital Insight Partners, LLC 0.13% Reduce -15.5% 1,200 $692K
HUB Investment Partners, LLC 0.03% Reduce -0.9% 1,199 $692K
Pittenger & Anderson Inc. 0.03% Reduce -10.6% 1,197 $690K
LexAurum Advisors, LLC 0.17% Reduce -2.1% 1,187 $685K
HTLF Bank 0.08% Reduce -14.5% 1,184 $683K
Principal Securities, Inc. 0.02% Add +236.7% 1,175 $678K
Custom Portfolio Group LLC 0.53% Reduce -15.8% 1,986 $676K
Werba Rubin Papier Wealth Management 0.19% Add +63.3% 1,169 $674K
Burney Co./ 0.03% Add +0.3% 1,169 $674K
Grant/GrossMendelsohn, LLC 0.31% Add +0.5% 1,168 $674K
Sand Hill Global Advisors, LLC 0.03% Add +180.5% 1,167 $673K
CX Institutional 0.03% Reduce -14.9% 1,161 $669K
Independent Advisor Alliance 0.02% Add +1.2% 1,161 $669K
Galvin, Gaustad & Stein, LLC 0.06% Add +0.2% 1,158 $668K
Jackson, Grant Investment Advisers, Inc. 0.27% Add +8.4% 1,155 $666K
Cary Street Partners Asset Management LLC 0.10% Add +9.9% 1,148 $662K
Graves Light Lenhart Wealth, Inc. 0.08% Reduce -5.3% 1,136 $662K
KMG Fiduciary Partners, LLC 0.07% No change 1,147 $661K
Nations Financial Group Inc, /Ia/ 0.05% Add +6.1% 1,144 $660K
Scissortail Wealth Management, LLC 0.17% Reduce -3.0% 1,143 $659K
Clare Market Investments LLC 0.18% Add +4.2% 1,142 $659K
McCollum Christoferson Group LLC 0.20% Add +8.3% 1,142 $658K
Maia Wealth LLC 0.20% — 1,088 $657K
Physicians Financial Services, Inc. 0.21% No change 1,135 $654K
Councilor Wealth, LLC 0.34% Reduce -7.8% 1,132 $653K
Patten & Patten Inc. 0.05% Reduce -14.1% 1,130 $652K
HRC Wealth Management, LLC 0.44% No change 1,124 $648K
Koss-Olinger Consulting, LLC 0.06% New 1,125 $648K
Onyx Bridge Wealth Group LLC 0.11% No change 1,121 $646K
Charter Research & Investment Group, Inc. 0.51% No change 1,120 $646K
Boltwood Capital Management 0.20% Reduce -46.4% 1,119 $645K
Geneos Wealth Management Inc. 0.03% Reduce -6.4% 1,119 $645K
Luts & Greenleigh Group, Inc. 0.67% — 1,114 $642K
Parkside Advisors LLC 0.16% No change 1,108 $640K
MPS Loria Financial Planners, LLC 0.20% No change 1,100 $634K
Noesis Capital Mangement Corp. 0.14% New 1,091 $629K
Claret Asset Management Corp 0.11% No change 1,088 $627K
Ancora Advisors LLC 0.02% Reduce -4.5% 1,086 $626K
Money Concepts Capital Corp. 0.05% Add +27.4% 1,084 $625K
Soltis Investment Advisors LLC 0.07% New 1,083 $624K
Mengis Capital Management, Inc. 0.13% No change 1,074 $619K
Albion Financial Group 0.05% No change 1,063 $613K
DF Dent & Co. Inc. 0.01% No change 1,058 $610K
apricus wealth, LLC 0.44% No change 1,057 $609K
D'Orazio & Associates, Inc. 0.09% No change 1,057 $609K
Traynor Capital Management, Inc. 0.05% Reduce -17.4% 1,048 $604K
Becker Capital Management Inc. 0.02% Reduce -4.6% 1,043 $602K
St Germain D J Co. Inc. 0.03% Reduce -5.9% 1,044 $602K
High Note Wealth, LLC 0.18% No change 1,039 $599K
Chemung Canal Trust Co. 0.12% No change 1,038 $599K
Addison Capital Co 0.26% Add +4.0% 1,033 $596K
Hudock, Inc. 0.11% No change 1,032 $595K
Founders Financial Alliance, LLC 0.18% No change 1,031 $594K
River Wealth Advisors LLC 0.09% No change 1,028 $593K
Financial Council, LLC 0.33% No change 1,024 $590K
Patrick M Sweeney & Associates, Inc. 0.48% No change 1,023 $590K
Argent Trust Co 0.03% No change 1,021 $589K
J. L. Bainbridge & Co., Inc. 0.06% New 1,020 $588K
RB Capital Management, LLC 0.16% No change 1,019 $588K
First Manhattan Co. Llc. 0.00% Add +10.0% 1,016 $587K
Lauterbach Financial Advisors, LLC 0.39% No change 1,098 $586K
Ascent Wealth Partners, LLC 0.09% No change 1,017 $586K
Moser Wealth Advisors, LLC 0.32% Add +8.0% 1,016 $586K
Verdence Capital Advisors LLC 0.05% Reduce -12.6% 1,016 $586K
Performance Wealth Partners, LLC 0.02% Reduce -2.7% 1,015 $585K
Sheets Smith Wealth Management 0.07% Add +14.2% 1,007 $581K
Front Row Advisors LLC 0.20% No change 1,001 $578K
Quantum Private Wealth, LLC 0.20% No change 1,000 $577K
Alpine Woods Capital Investors, LLC 0.09% No change 1,000 $577K
North Star Asset Management Inc. 0.03% No change 1,000 $577K
TNF LLC 0.21% Reduce -0.3% 1,022 $573K
IVC Wealth Advisors LLC 0.32% Reduce -0.1% 992 $572K
Level Four Advisory Services, LLC 0.03% Reduce -62.6% 988 $570K
National Bank of Canada 0.00% No change 976 $568K
Marshall Financial Group Inc. 0.18% No change 980 $565K
FAS Wealth Partners, Inc. 0.05% Add +2.8% 980 $565K
Plante Moran Financial Advisors, LLC 0.06% Add +56.4% 979 $564K
Faithward Advisors, LLC 0.10% Reduce -6.9% 975 $562K
Holderness Investments Co. 0.13% Add +12.1% 972 $560K
Diversified Portfolios, Inc. 0.07% Add +18.4% 971 $560K
Integral Investment Advisors, Inc. 0.21% Reduce -9.4% 968 $559K
Skyline Advisors, Inc. 0.24% Add +14.0% 968 $558K
Glass Jacobson Investment Advisors llc 0.20% Add +310.2% 968 $558K
San Luis Wealth Advisors LLC 0.13% No change 965 $556K
Atlanta Consulting Group Advisors, LLC 0.12% Add +100.0% 964 $556K
Collaborative Wealth Managment Inc. 0.27% No change 962 $555K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +2.5% 961 $555K
Rothschild Investment LLC 0.04% No change 960 $553K
Chris Bulman Inc 0.38% — 959 $553K
Prepared Retirement Institute LLC 0.37% Add +2.2% 958 $552K
Adero Partners, LLC 0.04% No change 957 $552K
Concord Wealth Partners 0.10% Reduce -2.4% 956 $551K
Howard Wealth Management, LLC 0.43% Add +29.8% 950 $548K
Insight Wealth Strategies, LLC 0.08% New 948 $547K
Advisory Resource Group 0.12% Reduce -7.4% 944 $544K
Cardinal Point Capital Management ULC 0.09% Add +14.4% 938 $542K
Heritage Wealth Advisors 0.02% Add +768.5% 938 $541K
GenTrust, LLC 0.03% No change 936 $540K
Rothschild Wealth LLC 0.18% Add +0.7% 935 $539K
Wealth Effects LLC 0.20% Reduce -0.8% 933 $538K
Brown, Lisle/Cummings, Inc. 0.17% Add +4.5% 925 $533K
Lynx Investment Advisory 0.39% — 920 $531K
BOK Financial Private Wealth, Inc. 0.04% Reduce -21.5% 915 $528K
Terra Nova Asset Management LLC 0.42% No change 915 $528K
Lunt Capital Management, Inc. 0.26% No change 915 $528K
AQR Capital Management 0.00% Add +44.2% 914 $527K
Harbor Investment Advisory, LLC 0.06% Add +0.2% 914 $527K
Kingfisher Capital LLC 0.12% No change 911 $525K
Accurate Wealth Management, LLC 0.13% Add +27.6% 869 $524K
360 Financial, Inc. 0.20% No change 904 $522K
Montis Financial, LLC 0.24% Reduce -55.0% 902 $520K
Running Point Capital Advisors, LLC 0.21% No change 902 $520K
Gries Financial LLC 0.11% No change 902 $520K
Whitford Management LLC 0.30% No change 900 $519K
Marble Harbor Investment Counsel, LLC 0.06% No change 900 $519K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -0.3% 900 $519K
Courier Capital LLC 0.04% Reduce -4.4% 899 $518K
Baltimore-Washington Financial Advisors, Inc. 0.03% New 885 $510K
Graypoint LLC 0.04% Reduce -26.8% 884 $510K
Keel Point, LLC 0.05% Add +130.3% 919 $509K
Baker Avenue Asset Management, LP 0.02% Add +0.1% 874 $504K
Private Client Services, LLC 0.31% No change 867 $500K
Bank of Marin 0.43% Add +23.4% 864 $498K
Bare Financial Services, Inc 0.26% Add +80.5% 877 $498K
Narus Financial Partners, LLC 0.20% Add +0.9% 863 $498K
Welch Group, LLC 0.02% No change 863 $498K
Westside Investment Management, Inc. 0.11% Add +1.5% 858 $495K
Silverlake Wealth Management LLC 0.20% No change 857 $494K
Kickstand Ventures, Llc. 0.13% Reduce -0.3% 854 $492K
Guardian Wealth Advisors, LLC / NC 0.06% No change 850 $490K
Sterling Investment Counsel, LLC 0.19% Reduce -8.3% 848 $489K
Moloney Securities Asset Management, LLC 0.07% Reduce -5.6% 845 $487K
Affinity Capital Advisors, LLC 0.10% Add +33.3% 844 $487K
EverSource Wealth Advisors, LLC 0.03% Add +5.4% 856 $486K
Campbell Wealth Management 0.16% Add +9.8% 843 $486K
GSG Advisors LLC 0.17% No change 834 $486K
Inspire Advisors, LLC 0.06% New 842 $485K
Capital Investment Advisory Services, LLC 0.05% No change 842 $485K
Towercrest Capital Management 0.08% No change 840 $484K
Caitlin John, LLC 0.35% No change 838 $483K
Meridian Wealth Management, LLC 0.06% New 837 $483K
Strategic Advisors LLC 0.09% Reduce -1.2% 837 $482K
Vantage Financial Partners Ltd., Inc. 0.12% Reduce -0.1% 835 $481K
Interchange Capital Partners, LLC 0.18% Add +63.7% 835 $481K
Apella Capital, LLC 0.02% Add +0.1% 800 $479K
Alexander Randolph Advisory, Inc. 0.45% No change 827 $477K
Davis Capital Management 0.41% Add +117.1% 814 $474K
Clarkston Capital Partners, LLC 0.01% No change 821 $473K
Bedel Financial Consulting, Inc. 0.07% No change 818 $472K
Stevens Capital Partners 0.24% Add +50.3% 813 $469K
RVW Wealth, LLC 0.05% No change 813 $469K
Quadcap Wealth Management, LLC 0.08% Add +50.8% 808 $466K
Brass Tax Wealth Management, Inc. 0.09% Add +5.2% 808 $466K
Intrua Financial, LLC 0.08% No change 807 $465K
Squire Investment Management Company, LLC 0.26% No change 805 $464K
Penobscot Investment Management Company, Inc. 0.04% No change 804 $464K
Gilman Hill Asset Management, LLC 0.08% No change 800 $461K
Modern Wealth Management, LLC 0.03% Add +1.1% 800 $461K
CFS Investment Advisory Services, LLC 0.04% No change 804 $461K
Koshinski Asset Management, Inc. 0.04% Add +8.9% 770 $461K
Westmount Partners, LLC 0.15% No change 792 $461K
Arrowroot Family Office, LLC 0.29% Reduce -3.5% 795 $458K
WealthBridge Capital Management, LLC 0.15% Reduce -0.3% 793 $457K
Verus Capital Partners, LLC 0.05% Reduce -0.8% 792 $457K
VERITY Wealth Advisors 0.34% No change 790 $456K
GFG Capital, LLC 0.12% Reduce -7.9% 790 $455K
Silvercrest Asset Management Group LLC 0.00% No change 788 $454K
17 Capital Partners, LLC 0.32% Add +28.8% 787 $454K
United Advisor Group, LLC 0.14% New 786 $453K
Facet Wealth, Inc. 0.01% Add +31.8% 825 $453K
Bigelow Investment Advisors, LLC 0.22% Reduce -9.1% 782 $451K
Spirepoint Private Client, LLC 0.06% No change 782 $451K
TFB Advisors LLC 0.15% No change 780 $450K
Windham Capital Management, LLC 0.35% No change 779 $449K
Rakuten Securities, Inc. 0.19% Reduce -12.0% 776 $447K
Archer Investment Corp 0.13% Reduce -9.3% 774 $447K
My Personal CFO, LLC 0.24% Add +101.0% 774 $446K
Aaron Wealth Advisors LLC 0.06% New 774 $446K
Merkkuri Wealth Advisors LLC 0.41% — 773 $446K
Strategy Asset Managers LLC 0.10% Add +3.9% 1,004 $444K
Semus Wealth Partners LLC 0.34% Reduce -22.6% 769 $443K
Hamilton Point Investment Advisors, LLC 0.09% No change 768 $443K
1834 Investment Advisors Co. 0.05% No change 768 $443K
Sweeney & Michel, LLC 0.19% Add +0.1% 739 $443K
Sepio Capital, LP 0.04% No change 766 $442K
New England Professional Planning Group Inc. 0.23% No change 766 $442K
Ferguson Wellman Capital Management, Inc. 0.01% No change 765 $441K
Colonial Trust Co / SC 0.08% Add +1.1% 762 $439K
Laurel Wealth Advisors LLC 0.08% Reduce -10.3% 762 $439K
Circle Wealth Management, LLC 0.01% No change 757 $436K
Sapient Capital LLC 0.01% No change 755 $436K
Correct Capital Wealth Management 0.10% No change 753 $434K
Dumont & Blake Investment Advisors LLC 0.06% New 752 $433K
Lindbrook Capital, LLC 0.04% Reduce -2.0% 748 $431K
FSA Advisors, Inc. 0.45% No change 745 $430K
Fiera Capital Corp 0.00% No change 741 $427K
180 Wealth Advisors, LLC 0.07% Add +28.5% 713 $424K
Fragasso Financial Advisors Inc 0.03% No change 735 $424K
ProVise Management Group, LLC 0.04% No change 734 $423K
Wealth Alliance, LLC 0.05% No change 734 $423K
Members Wealth LLC 0.28% — 630 $423K
Security National Bank 0.06% Reduce -4.8% 733 $423K
Taylor & Morgan Wealth Management, LLC 0.30% No change 732 $422K
Maripau Wealth Management LLC 0.29% Add +46.0% 727 $420K
Fortitude Advisory Group L.L.C. 0.25% Reduce -23.9% 727 $419K
Brown Brothers Harriman & Co. 0.00% Add +3.4% 725 $418K
One Capital Management, LLC 0.01% Add +52.6% 725 $418K
Francis Financial, Inc. 0.13% Reduce -11.7% 722 $416K
Sonata Capital Group Inc. 0.21% Add +34.6% 720 $415K
BlackDiamond Wealth Management, LLC 0.27% Reduce -1.9% 778 $414K
Avalon Capital Management 0.13% New 717 $413K
InTrack Investment Management Inc 0.29% Reduce -6.5% 714 $412K
Allen Mooney & Barnes Investment Advisors LLC 0.07% No change 713 $411K
Trexquant Investment LP 0.01% New 713 $411K
PICTET BANK & TRUST Ltd 0.42% No change 710 $409K
GW Henssler & Associates Ltd. 0.02% No change 709 $409K
Quadrant Capital Group LLC 0.03% No change 709 $409K
CCG Wealth Management, LLC 0.23% Reduce -3.7% 709 $409K
Cerro Pacific Wealth Advisors LLC 0.16% — 707 $408K
Mayfair Advisory Group, LLC 0.27% No change 674 $405K
Progressive Investment Management Corp 0.11% No change 700 $404K
Van Cleef Asset Management,Inc 0.05% No change 700 $404K
Trust Co. of Vermont 0.02% Add +68.7% 700 $404K
Garrett Wealth Advisory Group, LLC 0.15% No change 699 $403K
Solutions 4 Wealth, Ltd 0.91% No change 697 $402K
GYL Financial Synergies, LLC 0.03% No change 696 $401K
Financial Life Advisors 0.16% No change 695 $401K
Continuum Advisory, LLC 0.06% Reduce -47.1% 695 $401K
Triton Financial Group Inc 0.28% Add +0.1% 694 $400K
Talisman Wealth Advisors LLC 0.46% Reduce -2.7% 693 $399K
Private Ocean, LLC 0.04% No change 692 $399K
Paragon Financial Partners, Inc. 0.31% No change 692 $399K
High Falls Advisors, Inc 0.10% Reduce -1.7% 691 $398K
Breakwater Investment Management 0.18% No change 688 $397K
Elser Financial Planning, Inc 0.07% — 687 $396K
Sfmg, LLC 0.03% No change 681 $393K
Adamsbrown Wealth Consultants LLC 0.15% No change 680 $392K
Trek Financial, LLC 0.03% Add +7.4% 680 $392K
Collective Family Office LLC 0.11% No change 677 $390K
IRON Financial LLC 0.22% No change 676 $390K
Missouri Trust & Investment Co 0.15% No change 675 $389K
Octavia Wealth Advisors, LLC 0.05% Add +0.6% 671 $388K
Capital Asset Advisory Services LLC 0.02% New 644 $385K
Nicolet Bankshares Inc. 0.08% Reduce -0.1% 664 $383K
Acropolis Investment Management, LLC 0.02% Add +20.7% 659 $380K
Lodestone Wealth Management LLC 0.20% No change 658 $379K
Roman Butler Fullerton & Co. 0.12% Add +0.2% 625 $379K
Edgestream Partners, L.P. 0.02% Reduce -23.6% 656 $378K
Baron Financial Group, LLC 0.24% No change 653 $377K
Drive Wealth Management, LLC 0.10% Add +2.5% 650 $375K
Independent Wealth Network Inc. 0.17% Reduce -5.5% 650 $375K
Matrix Private Capital Group LLC 0.23% Add +39.7% 647 $374K
Millennium Capital Advisors, LLC 0.25% No change 647 $373K
Arthur M. Cohen & Associates, LLC 0.07% Add +18.3% 647 $373K
Canal Capital Management, LLC 0.06% No change 645 $372K
Northstar Group, Inc. 0.07% Add +8.4% 645 $372K
Betterment LLC 0.00% Add +7.9% 641 $370K
Kathmere Capital Management, LLC 0.04% New 641 $370K
Glassman Wealth Services 0.07% Add +4.8% 640 $369K
Coldstream Capital Management Inc. 0.01% Add +12.3% 639 $369K
Everpar Advisors LLC 0.18% New 637 $367K
Chemistry Wealth Management LLC 0.09% Reduce -5.8% 637 $367K
Procyon Advisors, LLC 0.03% New 636 $367K
Grey Fox Wealth Advisors, LLC 0.13% Reduce -1.7% 634 $366K
Wescott Financial Advisory Group, LLC 0.04% Add +3.9% 634 $366K
Acorn Wealth Advisors, LLC 0.18% No change 634 $365K
SilverOak Wealth Management LLC 0.09% No change 632 $364K
TruNorth Capital Management, LLC 0.12% No change 631 $364K
Platte River Wealth Advisors, LLC 0.10% No change 630 $363K
Moneco Advisors, LLC 0.05% Reduce -1.7% 629 $363K
Ironwood Investment Counsel, LLC 0.06% Reduce -2.3% 629 $363K
Cassady Schiller Wealth Management, LLC 0.15% No change 628 $362K
Sheaff Brock Investment Advisors, LLC 0.03% No change 627 $362K
Stegent Equity Advisors, Inc. 0.38% No change 627 $362K
Summit Financial, LLC 0.02% Add +30.2% 625 $361K
Ellis Investment Partners, LLC 0.08% No change 625 $360K
Mb, Levis & Associates, LLC 0.19% No change 625 $360K
CPR Investments Inc. 0.30% New 622 $359K
Thoroughbred Financial Services, LLC 0.02% Add +19.4% 616 $355K
United Community Bank 0.14% Reduce -44.5% 615 $355K
Accel Wealth Management 0.14% Add +23.8% 609 $351K
Signature Wealth Management Partners, LLC 0.27% Add +9.0% 607 $350K
Creekside Partners 0.19% — 607 $350K
Liberty Capital Management, Inc. 0.08% Add +0.8% 605 $349K
Webster Bank, N. A. 0.04% No change 605 $349K
MWA Asset Management 0.25% No change 604 $348K
First Financial Bankshares Inc 0.01% Reduce -38.2% 604 $348K
Van Strum & Towne Inc. 0.13% No change 603 $348K
Investment Advisory Services Inc. /TX 0.13% No change 600 $346K
Financial Advisors, LLC 0.07% No change 600 $346K
Caldwell Trust Co 0.04% No change 600 $346K
Ashton Thomas Securities, LLC 0.08% — 577 $345K
Red Mountain Financial, LLC 0.42% — 599 $345K
FinTrust Capital Advisors, LLC 0.06% Add +0.8% 598 $345K
Clearwater Capital Advisors, LLC 0.04% Reduce -24.1% 593 $342K
Capstone Financial Advisors, Inc. 0.02% No change 592 $341K
Townsend & Associates, Inc 0.04% No change 603 $339K
Rosenberg Matthew Hamilton 0.10% Add +16.0% 580 $338K
AlphaCore Capital LLC 0.08% New 584 $337K
Jaffetilchin Investment Partners, LLC 0.03% Add +1.6% 584 $337K
Ifrah Financial Services, Inc. 0.10% No change 583 $336K
Second Line Capital, LLC 0.10% No change 580 $335K
LifePro Asset Management 0.24% Add +9.9% 579 $334K
Emerald Advisors, LLC 0.05% No change 578 $333K
Regis Management CO LLC 0.10% No change 575 $332K
Farrell Financial LLC 0.26% No change 576 $332K
RCS Financial Planning, LLC 0.20% Reduce -0.7% 574 $332K
UMB Bank, n.a. 0.01% New 575 $332K
Acorn Financial Advisory Services Inc. 0.06% Add +4.7% 574 $331K
Bluesphere Advisors LLC 0.17% No change 574 $331K
Howard Financial Services, LTD. 0.05% No change 572 $330K
Wesbanco Bank Inc. 0.01% Reduce -0.5% 572 $330K
WealthPLAN Partners, LLC 0.04% Add +2.0% 572 $330K
Key Client Fiduciary Advisors, LLC 0.17% No change 568 $328K
Heritage Financial Services, LLC 0.05% Add +3.1% 568 $328K
Cooper Financial Group 0.05% Add +3.8% 568 $327K
RDA Financial Network 0.11% No change 565 $326K
Commonwealth Financial Services, LLC 0.07% Add +0.4% 543 $326K
Compass Advisory Group LLC 0.14% No change 563 $325K
Parisi Gray Wealth Management 0.12% No change 563 $325K
Mystic Asset Management, Inc. 0.13% Add +0.9% 563 $325K
Planning Directions Inc. 0.22% No change 563 $324K
Balanced Wealth Group LLC 0.15% Reduce -11.9% 557 $324K
SP Asset Management LLC 0.03% No change 561 $323K
Armor Investment Advisors, LLC 0.15% No change 560 $323K
Sugarloaf Wealth Management, LLC 0.06% No change 560 $323K
Concord Asset Management, LLC 0.08% Add +4.1% 559 $322K
Lesa Sroufe & Co 0.31% Reduce -10.0% 557 $321K
Great Diamond Partners, LLC 0.08% No change 554 $319K
MBE Wealth Management, LLC 0.19% Add +1.9% 552 $318K
Tanager Wealth Management LLP 0.05% Add +1.1% 551 $318K
MinichMacGregor Wealth Management, LLC 0.08% No change 550 $317K
Glen Eagle Advisors, LLC 0.06% Add +3.6% 548 $316K
Vertex Planning Partners, LLC 0.08% Reduce -5.0% 545 $314K
LRI Investments, LLC 0.04% No change 545 $314K
Badgley Phelps Wealth Managers, LLC 0.01% New 543 $314K
Ironwood Financial, llc 0.07% No change 540 $311K
Catalina Capital Group, LLC 0.12% Reduce -2.5% 539 $311K
HBK Sorce Advisory LLC 0.01% No change 539 $311K
Canvas Wealth Advisors, LLC 0.10% No change 562 $309K
Personal Cfo Solutions, LLC 0.05% Add +17.9% 534 $308K
Chaney Capital Management, Inc. 0.20% No change 532 $307K
American Investment Services, Inc. 0.05% No change 532 $307K
LBMC Investment Advisors, LLC 0.03% No change 531 $306K
Clear Creek Financial Management, LLC 0.04% No change 530 $306K
Wealth Alliance Advisory Group, LLC 0.07% No change 530 $306K
Mitchell McLeod Pugh & Williams Inc. 0.07% New 528 $304K
Syntegra Private Wealth Group, LLC 0.04% Add +0.2% 526 $303K
IPG Investment Advisors LLC 0.07% New 525 $303K
Sykon Capital LLC 0.11% No change 525 $303K
TrueWealth Advisors, LLC 0.11% No change 524 $302K
Blue Trust, Inc. 0.00% No change 575 $302K
Florida Financial Advisors, LLC 0.18% New 522 $301K
Legacy Private Trust Co. 0.02% Add +18.2% 520 $300K
First Business Financial Services, Inc. 0.03% No change 519 $299K
Philadelphia Trust Co. 0.02% Add +21.6% 519 $299K
Lokken Investment Group LLC 0.14% No change 518 $299K
Mascoma Wealth Management LLC 0.08% No change 518 $299K
Guidance Point Advisors, LLC 0.10% Add +1.4% 513 $299K
Barnes Pettey Financial Advisors, LLC 0.26% No change 518 $299K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -94.4% 510 $298K
Boston Trust Walden Corp 0.00% No change 515 $297K
AlphaStar Capital Management, LLC 0.03% New 513 $296K
Fulton Breakefield Broenniman LLC 0.02% No change 513 $296K
Summit X, LLC 0.07% New 507 $295K
Summit Financial Strategies, Inc. 0.04% No change 512 $295K
Jamison Private Wealth Management, Inc. 0.05% Add +10080.0% 509 $294K
Oliver Lagore Vanvalin Investment Group 0.08% Reduce -53.0% 509 $294K
Frisch Financial Group, Inc. 0.09% No change 507 $292K
Fifth Third Wealth Advisors LLC 0.02% New 506 $292K
Everett Harris & Co. 0.00% No change 506 $292K
Fort Point Capital Partners LLC 0.04% No change 505 $291K
TCI Wealth Advisors, Inc. 0.03% Add +1.0% 505 $291K
Inspirion Wealth Advisors, LLC 0.04% No change 503 $290K
Altfest L J & Co. Inc. 0.04% Reduce -9.7% 503 $290K
Tempus Wealth Planning, LLC 0.12% Add +19.5% 503 $290K
Carl P. Sherr & Co., LLC 0.16% Add +10.3% 501 $289K
Twin Peaks Wealth Advisors, LLC 0.14% Reduce -23.6% 501 $289K
Leith Wheeler Investment Counsel Ltd. 0.02% New 500 $288K
Pioneer Trust Bank N A 0.08% No change 500 $288K
Grove Bank & Trust 0.05% No change 500 $288K
F&V Capital Management, LLC 0.08% New 500 $288K
Cresta Advisors, Ltd. 0.17% No change 499 $288K
Arax Advisory Partners 0.03% Reduce -8.6% 498 $287K
Keb Asset Management, LLC 0.10% No change 497 $287K
Resolute Wealth Strategies, LLC 0.16% No change 496 $286K
Mustard Seed Financial, LLC 0.27% No change 496 $286K
Nadler Financial Group, Inc. 0.03% No change 496 $286K
Clarus Wealth Advisors 0.15% Add +0.2% 470 $285K
Fiduciary Alliance LLC 0.05% New 486 $285K
Masso Torrence Wealth Management Inc. 0.16% No change 494 $285K
Frank, Rimerman Advisors LLC 0.02% No change 494 $285K
Everhart Financial Group, Inc. 0.07% New 494 $285K
True North Advisors, LLC 0.07% Reduce -2.6% 487 $281K
V2 Financial group LLC 0.19% No change 500 $280K
Linscomb Wealth, Inc. 0.01% Add +12.8% 483 $278K
Kraft, Davis & Associates, LLC 0.08% Reduce -9.3% 495 $278K
Pursue Wealth Partners LLC 0.15% Reduce -4.2% 481 $277K
Grey Ledge Advisors, LLC 0.07% Add +0.2% 476 $274K
Boston Financial Mangement LLC 0.01% Reduce -56.8% 475 $274K
Fiduciary Family Office, LLC 0.11% No change 475 $274K
TriaGen Wealth Management LLC 0.11% No change 472 $272K
Garden State Investment Advisory Services LLC 0.09% New 470 $272K
Steele Capital Management, Inc. 0.02% New 470 $271K
Lakeridge Wealth Management LLC 0.16% No change 470 $271K
OneAscent Financial Services LLC 0.04% New 469 $271K
Crown Wealth Group, LLC 0.14% No change 470 $271K
Pacifica Partners Inc. 0.12% No change 456 $270K
SeaBridge Investment Advisors LLC 0.07% No change 467 $269K
Novare Capital Management LLC 0.02% Reduce -9.5% 465 $268K
Heritage Wealth Partners, LLC 0.39% Add +4.3% 465 $268K
Dentgroup LLC 0.22% Reduce -0.2% 464 $267K
Jeppson Wealth Management, LLC 0.10% Reduce -1.1% 462 $267K
Exencial Wealth Advisors, LLC 0.01% Reduce -36.1% 461 $266K
Mezzasalma Advisors, LLC 0.11% Reduce -11.0% 461 $266K
Cheviot Value Management, LLC 0.05% No change 461 $266K
Coppell Advisory Solutions LLC 0.04% — 460 $265K
Twin Capital Management Inc. 0.03% No change 460 $265K
Cornerstone Wealth Group, LLC 0.02% Reduce -1.5% 460 $265K
Buffington Mohr McNeal 0.05% Reduce -0.4% 459 $265K
Paragon Private Wealth Management, LLC 0.15% Add +0.9% 457 $264K
Whittier Trust Co. of Nevada Inc. 0.01% No change 457 $263K
Venturi Wealth Management, LLC 0.02% No change 455 $263K
PFW Advisors LLC 0.08% Add +7.1% 455 $262K
Keudell/Morrison Wealth Management 0.08% No change 455 $262K
Atlas Brown,Inc. 0.09% No change 452 $261K
Sax Wealth Advisors, LLC 0.02% No change 451 $260K
Cable Hill Partners, LLC 0.03% New 450 $260K
Howland Capital Management LLC 0.01% No change 450 $260K
Cadence Bank 0.02% No change 450 $259K
Yoder Wealth Management, Inc. 0.17% New 448 $258K
Trinity Financial Advisors LLC 0.12% New 447 $258K
Johnson & White Wealth Management, LLC 0.25% Reduce -1.3% 447 $258K
Apeiron RIA LLC 0.08% No change 447 $258K
Plum Street Advisors, LLC 0.15% Reduce -10.3% 445 $257K
Independence Bank of Kentucky 0.07% Reduce -12.8% 445 $257K
Myecfo, LLC 0.15% No change 444 $256K
BCS Wealth Management 0.12% No change 444 $256K
Citadel Advisors 0.00% Add +551.5% 443 $255K
Resources Management Corp. /CT/ 0.04% No change 442 $255K
AF Advisors, Inc. 0.05% Reduce -10.0% 442 $255K
Riverview Capital Advisers, LLC 0.09% No change 441 $254K
Calton & Associates, Inc. 0.13% Reduce -1.8% 438 $253K
Hill Island Financial LLC 0.08% No change 437 $252K
TAP Consulting, LLC 0.05% Add +0.5% 436 $251K
Prostatis Group LLC 0.09% Add +2.6% 432 $249K
Better Money Decisions, LLC 0.19% Reduce -2.3% 431 $249K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -8.1% 431 $249K
Godshalk Welsh Capital Management, Inc. 0.17% No change 430 $248K
Walkner Condon Financial Advisors LLC 0.05% New 429 $247K
Slagle Financial, LLC 0.13% Add +5.2% 429 $247K
Trust Co of Kansas 0.13% Reduce -48.5% 428 $247K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -15.4% 428 $247K
BSW Wealth Partners 0.04% No change 424 $244K
Sonora Investment Management Group, LLC 0.02% No change 466 $244K
Tilia Fiduciary Partners, Inc. 0.19% Reduce -0.5% 423 $244K
Optivise Advisory Services LLC 0.13% — 421 $243K
AAFMAA Wealth Management & Trust LLC 0.12% No change 421 $243K
Tocqueville Asset Management L.P. 0.00% No change 420 $242K
First National Advisers, LLC 0.04% No change 419 $242K
Heritage Wealth Management, Inc. 0.23% Reduce -15.1% 416 $240K
Southland Equity Partners LLC 0.07% No change 416 $240K
Benchmark Financial Wealth Advisors, LLC 0.09% No change 416 $240K
Victory Financial Group, LLC 0.11% Add +1.5% 415 $239K
Stonebrook Private Inc. 0.07% No change 414 $239K
Pps&v Asset Management Consultants, Inc. 0.17% No change 413 $238K
Sfm, LLC 0.18% No change 413 $238K
New Hampshire Trust 0.05% No change 412 $238K
Diversified Trust Co. 0.01% No change 410 $236K
Bank Hapoalim BM 0.03% Reduce -22.9% 405 $234K
HHM Wealth Advisors, LLC 0.04% Add +9.2% 405 $234K
Searcy Financial Services Inc. 0.12% No change 404 $233K
LBJ Family Wealth Advisors, Ltd. 0.15% Reduce -7.1% 404 $233K
Altus Wealth Group LLC 0.12% No change 404 $233K
Aprio Wealth Management, LLC 0.04% No change 404 $233K
JT Stratford LLC 0.04% No change 403 $232K
Horizon Financial Services, LLC 0.15% No change 402 $232K
Ewa, LLC 0.10% No change 396 $231K
Court Place Advisors, LLC 0.07% No change 400 $231K
Callahan Advisors, LLC 0.02% No change 400 $231K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 398 $229K
First Trust Direct Indexing L.P. 0.01% New 397 $229K
TKG Advisors, LLC 0.12% No change 395 $228K
Herold Advisors, Inc. 0.05% Reduce -0.5% 395 $228K
Sachetta, LLC 0.10% Add +3.8% 415 $228K
Wintrust Investments LLC 0.02% Reduce -4.8% 393 $227K
Morton Capital Management LLC 0.05% Add +0.3% 393 $227K
RE Dickinson Investment Advisors, LLC 0.14% No change 393 $227K
Foguth Wealth Management, LLC. 0.10% No change 392 $226K
Salem Investment Counselors Inc. 0.01% Add +12.0% 391 $226K
Wealth Architects, LLC 0.03% Add +1.3% 391 $226K
RFG Holdings, Inc. 0.09% Add +0.3% 390 $225K
R. W. Roge & Company, Inc. 0.13% No change 391 $225K
Greenwood Gearhart LLC 0.02% No change 390 $225K
Waterloo Capital, L.P. 0.03% Reduce -9.3% 388 $224K
Girard Partners LTD. 0.02% No change 388 $224K
Legacy Financial Group, Inc. 0.08% No change 387 $223K
Wealthspan Partners, LLC 0.12% Reduce -2.8% 386 $223K
Spectrum Wealth Advisory Group, LLC 0.24% No change 383 $221K
D.B. Root & Company, LLC 0.08% No change 382 $220K
Windsor Advisory Group, LLC 0.44% New 380 $219K
Cascade Financial Partners, LLC 0.03% New 379 $219K
Meridian Wealth Advisors, LLC 0.04% New 378 $218K
Colonial River Investments, LLC 0.12% New 378 $218K
Viewpoint Capital Management LLC 0.13% No change 377 $217K
Connecticut Wealth Management, LLC 0.01% New 376 $217K
Keystone Wealth Services, LLC 0.07% New 375 $216K
Sanders Morris Harris LLC 0.04% New 375 $216K
Smith Anglin Financial, LLC 0.02% New 375 $216K
John G Ullman & Associates Inc. 0.03% New 374 $216K
Beacon Wealthcare LLC 0.09% New 373 $215K
Abound Wealth Management 0.08% Add +3.0% 372 $215K
Members Trust Co 0.01% Reduce -35.1% 372 $214K
Cahill Financial Advisors Inc. 0.03% New 371 $214K
Midland Wealth Advisors, LLC 0.01% New 371 $214K
First Heartland Consultants, Inc. 0.02% New 369 $213K
AdvisorNet Financial, Inc 0.02% No change 369 $213K
Meridian Wealth Partners, LLC 0.04% New 369 $213K
One Wealth Map LLC 0.13% New 364 $213K
IMZ Advisory Inc 0.11% New 369 $213K
Optimist Retirement Group LLC 0.11% New 368 $212K
Williams & Novak, LLC 0.20% New 367 $212K
Arcus Capital Partners, LLC 0.08% New 367 $212K
Well Done, LLC 0.04% New 367 $212K
Kowal Investment Group, LLC 0.04% Reduce -15.8% 367 $212K
Safeguard Investment Advisory Group, LLC 0.07% New 365 $210K
American Financial Advisors, LLC 0.03% New 364 $210K
Red Door Wealth Management, LLC 0.04% New 364 $210K
Financial Security Advisor, Inc. 0.07% New 363 $210K
GenWealth Group, Inc. 0.05% New 363 $209K
HTG Investment Advisors, Inc. 0.11% New 363 $209K
Greatmark Investment Partners, Inc. 0.03% New 362 $209K
Freedom Investment Management, Inc. 0.02% New 362 $209K
Castle Rock Wealth Management, LLC 0.05% New 358 $208K
Tennessee Valley Asset Management Partners 0.04% New 362 $208K
Knightsbridge Asset Management, LLC 0.05% New 360 $208K
Monograph Wealth Advisors, LLC 0.03% New 359 $207K
Endowment Wealth Management, Inc. 0.15% New 359 $207K
Dana Investment Advisors, Inc. 0.01% New 359 $207K
Ranch Capital Advisors Inc. 0.11% New 358 $207K
Planned Solutions, Inc. 0.10% New 354 $204K
STAR Financial Bank 0.16% Reduce -21.6% 352 $203K
Goldstein Advisors, LLC 0.03% New 352 $203K
Stonegate Investment Group, LLC 0.01% Reduce -48.5% 351 $202K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 350 $202K
NCM Capital Management, LLC 0.11% Reduce -12.5% 350 $202K
Neumann Capital Management, LLC 0.07% New 350 $202K
Summit Wealth Partners, LLC 0.04% New 350 $202K
Sageworth Trust Co 0.01% New 350 $202K
Glenview Trust Co 0.00% New 349 $201K
Carrera Capital Advisors 0.07% — 348 $201K
Icon Wealth Advisors, LLC 0.02% New 353 $201K
Cedar Wealth Management, LLC 0.07% Reduce -3.3% 347 $200K
NFSG Corp 0.07% Add +20.0% 336 $194K
Park Place Capital Corp 0.06% Reduce -27.1% 334 $193K
Parkside Financial Bank & Trust 0.03% No change 333 $192K
Pacific Center for Financial Services 0.05% No change 329 $190K
Pension & Wealth Management Advisors, Inc. 0.11% Reduce -13.0% 320 $185K
Pinnacle Bancorp, Inc. 0.05% No change 321 $185K
Wolff Wiese Magana LLC 0.14% No change 313 $180K
Laffer Tengler Investments, Inc. 0.05% No change 306 $176K
Cape Investment Advisory, Inc. 0.08% Reduce -11.1% 304 $175K
Motco 0.01% New 299 $172K
Gables Capital Management Inc. 0.09% No change 298 $172K
Tortoise Investment Management, LLC 0.02% Reduce -53.5% 297 $171K
Cranbrook Wealth Management, LLC 0.04% No change 296 $171K
Providence Capital Advisors, LLC 0.04% Add +23.5% 284 $164K
Private Capital Management LLC 0.03% Reduce -34.4% 280 $161K
New England Asset Management Inc. 0.03% New 265 $153K
Northwest Bank & Trust Co 0.13% No change 264 $152K
Denver PWM, LLC 0.06% Reduce -50.5% 260 $150K
Maryland Capital Advisors Inc. 0.08% No change 256 $148K
Planning Capital Management Corp 0.10% Add +59.2% 250 $144K
Jackson Hole Capital Partners, LLC 0.03% No change 250 $144K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 250 $144K
WASHINGTON TRUST Co 0.01% No change 250 $144K
Mowery & Schoenfeld Wealth Management, LLC 0.20% New 246 $142K
PSI Advisors, LLC 0.04% No change 245 $141K
Ashton Thomas Private Wealth, LLC 0.01% New 238 $137K
Cherry Tree Wealth Management, LLC 0.03% Reduce -7.4% 237 $137K
Centennial Bank 0.07% Reduce -9.7% 234 $135K
Kiely Wealth Advisory Group, Inc. 0.07% No change 251 $133K
Rise Advisors, LLC 0.07% No change 227 $131K
Raffa Wealth Management, LLC 0.04% No change 220 $127K
Angeles Wealth Management, LLC 0.01% Reduce -39.0% 219 $126K
Tompkins Financial Corp. 0.01% No change 215 $124K
Accent Capital Management, LLC 0.07% No change 206 $119K
Capital Analysts, LLC 0.01% No change 205 $118K
Smartleaf Asset Management LLC 0.02% No change 202 $117K
WFA of San Diego, LLC 0.10% — 200 $115K
Castleview Partners, LLC 0.07% Add +37.2% 199 $115K
Peoples Financial Services Corp. 0.05% No change 198 $114K
Hanson & Doremus Investment Management 0.02% No change 194 $112K
S.A. Mason LLC 0.06% New 187 $108K
Gradient Investments LLC 0.00% Add +3.3% 187 $108K
GHP Investment Advisors, Inc. 0.01% No change 184 $106K
Integrity Financial Corp 0.07% No change 183 $106K
West Branch Capital LLC 0.04% No change 179 $103K
DecisionPoint Financial, LLC 0.03% No change 177 $101K
MV Capital Management, Inc. 0.01% No change 174 $100K
Balefire, LLC 0.04% Add +1.8% 173 $100K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 186 $98K
Game Plan Financial Advisors, LLC 0.05% Add +8.4% 167 $96K
Register Financial Advisors LLC 0.05% No change 166 $96K
Hilltop National Bank 0.03% No change 166 $96K
GAMMA Investing LLC 0.01% Add +15.0% 161 $93K
Anfield Capital Management, LLC 0.04% Add +0.6% 160 $92K
IAG Wealth Partners, LLC 0.02% Reduce -22.1% 155 $89K
Asset Dedication, LLC 0.01% Add +187.0% 155 $89K
Ransom Advisory, Ltd 0.04% No change 144 $83K
Global Wealth Strategies & Associates 0.03% No change 143 $82K
JFS Wealth Advisors, LLC 0.01% No change 142 $82K
SJS Investment Consulting Inc. 0.02% Add +7.8% 139 $80K
Redwood Wealth Management Group, LLC 0.06% New 139 $80K
Edmond DE Rothschild Holding S.A. 0.00% No change 137 $79K
Global Trust Asset Management, LLC 0.03% Add +13.6% 134 $77K
Voisard Asset Management Group, Inc. 0.04% New 131 $76K
Operose Advisors LLC 0.03% Add +9.5% 127 $73K
DiNuzzo Private Wealth, Inc. 0.01% No change 125 $72K
Robinswood Financial LLC 0.03% Reduce -20.9% 125 $72K
Piscataqua Savings Bank 0.06% No change 125 $72K
American National Bank & Trust 0.01% Reduce -2.4% 123 $71K
Montag A & Associates Inc. 0.00% No change 117 $68K
New England Capital Financial Advisors LLC 0.04% Add +96.5% 114 $66K
Strategic Financial Concepts, LLC 0.04% Add +54658.7% 1,506,958 $63K
CNB Bank 0.03% No change 109 $63K
Avalon Trust Co 0.00% No change 108 $62K
Financial Network Wealth Advisors LLC 0.05% New 110 $62K
Carolina Wealth Advisors, LLC 0.03% Reduce -18.9% 107 $62K
Sound Income Strategies, LLC 0.00% Reduce -13.9% 105 $61K
City Holding Co. 0.01% No change 105 $61K
Arcadia Investment Management Corp. 0.01% Add +47.1% 103 $59K
Ameritas Investment Partners, Inc. 0.00% No change 101 $58K
Dunhill Financial, LLC 0.04% Reduce -76.7% 100 $58K
Rogco, LP 0.02% No change 100 $58K
Field & Main Bank 0.02% Reduce -25.9% 100 $58K
Orion Capital Management LLC 0.03% Add +20.7% 99 $57K
SIMA Wealth Partners, LLC 0.05% — 96 $55K
Slocum, Gordon & Co LLP 0.04% New 95 $55K
Aviso Financial Inc. 0.00% — 93 $54K
Covestor Ltd 0.03% Reduce -2.2% 90 $53K
Addison Advisors LLC 0.02% Reduce -65.1% 91 $52K
Pathway Financial Advisers, LLC 0.02% Add +2.3% 88 $50K
PFS Partners, LLC 0.03% No change 86 $49K
Hantz Financial Services, Inc. 0.00% Add +3.8% 83 $48K
Northwest Capital Management Inc 0.02% No change 81 $47K
Horizons Wealth Management 0.04% No change 77 $44K
Gleason Group, Inc. 0.01% Add +192.3% 76 $44K
Scarborough Advisors, LLC 0.02% Reduce -32.7% 72 $42K
Boyd Watterson Asset Management LLC 0.01% No change 72 $42K
Birchbrook, Inc. 0.02% No change 71 $41K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 70 $40K
Wetzel Investment Advisors, Inc. 0.02% No change 75 $39K
Barrett & Company, Inc. 0.02% No change 67 $39K
Caldwell Sutter Capital, Inc. 0.02% No change 66 $38K
Trifecta Capital Advisors, LLC 0.01% New 66 $38K
Russell Investments Group, Ltd. 0.00% New 61 $35K
Old Second National Bank of Aurora 0.01% No change 60 $35K
Family Firm, Inc. 0.01% New 60 $35K
Bell Investment Advisors, Inc 0.01% New 58 $33K
HBC Financial Services, PLLC 0.02% Add +50.0% 60 $33K
Sawyer & Company, Inc 0.01% No change 58 $33K
Beaird Harris Wealth Management, LLC 0.00% New 57 $33K
Richardson Capital Management LLC 0.02% No change 56 $32K
Creative Capital Management Investments LLC 0.02% No change 56 $32K
Colonial Trust Advisors 0.00% No change 56 $32K
Bfsg, LLC 0.00% No change 55 $32K
Triad Wealth Partners, LLC 0.02% New 55 $32K
Institutional & Family Asset Management, LLC 0.00% No change 55 $32K
First Community Trust NA 0.03% No change 53 $31K
Smithfield Trust Co 0.00% No change 51 $30K
True Wealth Design, LLC 0.01% No change 52 $30K
Princeton Global Asset Management LLC 0.01% No change 52 $30K
Horizon Bancorp Inc. 0.01% No change 50 $29K
WR Wealth Planners, LLC 0.01% No change 50 $29K
Tucker Asset Management LLC 0.01% No change 50 $29K
Toth Financial Advisory Corp. 0.00% New 50 $29K
Arrow Financial Corp 0.00% Reduce -32.4% 46 $27K
Private Wealth Management Group, LLC 0.01% New 46 $26K
Signature Resources Capital Management, LLC 0.02% Reduce -24.1% 44 $25K
First Personal Financial Services 0.01% Add +31.3% 42 $24K
Roble, Belko & Company, Inc 0.00% No change 42 $24K
Morton Brown Family Wealth, LLC 0.01% No change 40 $23K
Blume Capital Management, Inc. 0.01% No change 40 $23K
Atwood & Palmer Inc. 0.00% No change 40 $23K
Coston, McIsaac & Partners 0.01% No change 39 $23K
HighMark Wealth Management LLC 0.01% No change 40 $23K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -13.3% 39 $22K
HWG Holdings LP 0.01% — 37 $21K
Elevate Wealth Advisory, Inc. 0.02% No change 36 $21K
McIlrath & Eck, LLC 0.00% No change 36 $21K
Phillips Financial Management, LLC 0.00% No change 36 $21K
Kings Path Partners LLC 0.01% — 34 $20K
DT Investment Partners, LLC 0.00% New 33 $19K
GoalVest Advisory LLC 0.01% Reduce -49.2% 31 $18K
VitalStone Financial, LLC 0.01% No change 31 $18K
Eagle Bay Advisors LLC 0.01% No change 30 $17K
Winch Advisory Services, LLC 0.00% No change 29 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -6.7% 28 $16K
Logan Capital Management Inc. 0.00% No change 27 $16K
Founders Capital Management 0.01% New 27 $16K
Central Pacific Bank - Trust Division 0.00% No change 23 $13K
Van Eck Associates Corp. 0.00% No change 22 $13K
AllSquare Wealth Management LLC 0.01% No change 21 $12K
FWL Investment Management, LLC 0.01% No change 21 $12K
Investors Research Corp 0.00% No change 20 $12K
Ridgewood Investments LLC 0.01% New 18 $10K
Zions Bancorporation, N.A. 0.00% New 16 $9K
Baron Capital (BAMCO) 0.00% New 15 $9K
Financial Avengers, Inc. 0.00% No change 14 $8K
Provenance Wealth Advisors, LLC 0.00% New 13 $7K
Painted Porch Advisors LLC 0.00% New 11 $6K
Opal Wealth Advisors, LLC 0.00% Reduce -82.8% 11 $6K
Mark Sheptoff Financial Planning, LLC 0.00% No change 10 $6K
Fairman Group, LLC 0.01% No change 10 $6K
Islay Capital Management, LLC 0.00% No change 10 $6K
Versant Capital Management, Inc 0.00% No change 10 $6K
Thompson Investment Management, Inc. 0.00% New 10 $6K
Chilton Capital Management LLC 0.00% No change 10 $6K
Riverview Trust Co 0.00% No change 8 $5K
Tyler-Stone Wealth Management 0.00% No change 7 $4K
Cypress Capital, LLC 0.00% New 6 $3K
Avion Wealth 0.00% No change 6 $3K
Prestige Wealth Management Group LLC 0.00% No change 5 $3K
Elevation Wealth Partners, LLC 0.00% No change 4 $2K
McClarren Financial Advisors, Inc. 0.01% Add +570.5% 6,919 $854
Cultivar Capital, Inc. 0.00% New 1 $584
Stephens Consulting, LLC 0.00% New 1 $577

"% of holder's portfolio" is VGT's weight in each manager's 13F, not the share of Vanguard Info Tech ETF the manager owns.