Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q1 2024 (March 31)980holders
3famous investors
$153.85avg. 13F price*
At the end of Q1 2024, 980 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings. The largest holders were Betterment LLC ($844.1M), Morgan Stanley ($690.2M) and Assetmark, Inc. ($525.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $66.6M |
| Exits | 57 | $159.0M |
Ownership 980 holders
| Betterment LLC | 2.26% | Reduce -50.0% | 5,414,204 | $844.1M |
| Morgan Stanley | 0.06% | Add +3.9% | 4,426,638 | $690.2M |
| Assetmark, Inc. | 1.71% | Add +10.7% | 3,369,797 | $525.4M |
| Bank of America Corp. | 0.05% | Reduce -2.6% | 3,073,129 | $479.1M |
| Royal Bank of Canada | 0.11% | Add +4.7% | 2,969,217 | $462.9M |
| Jones Financial Companies LLLP | 0.47% | Reduce -0.2% | 2,206,376 | $344.0M |
| Wells Fargo & Company | 0.08% | Reduce -1.3% | 1,975,107 | $307.9M |
| Tiaa Trust, National Association | 0.90% | Reduce -6.7% | 1,893,796 | $295.3M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -0.3% | 1,803,774 | $281.2M |
| UBS Group AG | 0.08% | Reduce -2.0% | 1,549,117 | $241.5M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.5% | 1,475,066 | $230.0M |
| Stephens Group Asset Management, LLC | 13.46% | Reduce -0.3% | 945,346 | $147.4M |
| FMR LLC | 0.01% | Reduce -1.6% | 915,253 | $142.7M |
| LPL Financial LLC | 0.07% | Reduce -2.5% | 887,906 | $138.4M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 885,161 | $138.0M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -2.4% | 808,555 | $126.1M |
| Moneta Group Investment Advisors LLC | 1.87% | Add +41.4% | 737,176 | $114.9M |
| Waverly Advisors, LLC | 2.69% | Reduce -3.7% | 734,010 | $114.4M |
| Rockefeller Capital Management L.P. | 0.30% | Add +3.1% | 654,016 | $102.0M |
| EP Wealth Advisors, LLC | 1.19% | Add +0.3% | 650,698 | $101.5M |
| Orgel Wealth Management, LLC | 2.49% | Add +46.7% | 582,341 | $90.8M |
| Stifel Financial Corp. | 0.10% | Reduce -1.3% | 540,080 | $84.2M |
| Pacific Life Fund Advisors LLC | 7.94% | Reduce -12.4% | 519,157 | $80.9M |
| SYM FINANCIAL Corp | 12.66% | Add +3.4% | 492,070 | $76.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.4% | 476,539 | $74.3M |
| Money Design Co.,Ltd. | 4.02% | Add +3.8% | 473,734 | $73.9M |
| Equitable Holdings, Inc. | 0.83% | Add +1.2% | 472,367 | $73.6M |
| Osaic Holdings, Inc. | 0.16% | Reduce -33.5% | 471,065 | $73.5M |
| Avior Wealth Management, LLC | 3.12% | Add +5.4% | 431,055 | $67.2M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -4.4% | 411,457 | $64.2M |
| US Bancorp \de | 0.09% | Reduce -2.5% | 409,047 | $63.8M |
| Mariner, LLC | 0.13% | Add +0.8% | 397,722 | $62.0M |
| Truist Financial Corp. | 0.09% | Reduce -11.4% | 381,723 | $59.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 348,029 | $54.3M |
| Lincoln National Corp. | 0.80% | Reduce -0.1% | 330,039 | $51.5M |
| Rodgers & Associates, LTD | 6.43% | Reduce -0.0% | 321,194 | $50.1M |
| Creative Planning | 0.05% | Reduce -1.5% | 300,712 | $46.9M |
| 1832 Asset Management L.P. | 0.08% | No change | 266,263 | $41.5M |
| McAdam, LLC | 2.65% | Add +11.6% | 265,293 | $41.4M |
| Trust Co | 5.40% | Reduce -7.9% | 263,776 | $41.1M |
| Inspirion Wealth Advisors, LLC | 6.73% | Add +2.4% | 261,204 | $40.7M |
| Focus Partners Wealth | 0.33% | Add +2.3% | 259,345 | $40.4M |
| Private Advisor Group, LLC | 0.29% | Reduce -1.3% | 254,669 | $39.7M |
| Marotta Asset Management | 7.77% | Reduce -1.7% | 240,991 | $37.6M |
| MML Investors Services, LLC | 0.15% | Reduce -17.4% | 234,621 | $36.6M |
| Krilogy Financial LLC | 2.79% | Add +1.1% | 232,856 | $36.3M |
| Cetera Investment Advisers | 0.09% | Add +201.3% | 232,131 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +8.8% | 216,248 | $33.7M |
| Summit Financial, LLC | 1.85% | Add +1.1% | 200,480 | $31.3M |
| Condor Capital Management | 3.06% | Reduce -3.0% | 200,311 | $31.2M |
| Falcon Wealth Planning | 4.87% | Reduce -5.3% | 197,018 | $30.7M |
| HighTower Advisors, LLC | 0.05% | Add +4.5% | 187,442 | $29.2M |
| Kwmg, LLC | 3.10% | Add +1.0% | 181,488 | $28.3M |
| Natixis Advisors, LLC | 0.06% | Add +29.9% | 173,182 | $27.0M |
| Roberts Financial Services LLC | 5.33% | Add +1.3% | 167,582 | $26.1M |
| Bragg Financial Advisors, Inc | 1.17% | Add +1.0% | 166,941 | $26.0M |
| BHK Investment Advisors, LLC | 9.65% | Add +34.0% | 161,068 | $25.1M |
| Beacon Pointe Advisors, LLC | 0.27% | Reduce -0.5% | 157,689 | $24.6M |
| Total Wealth Planning, LLC | 4.08% | Add +1.0% | 152,368 | $23.8M |
| NewEdge Advisors, LLC | 0.19% | Add +1.2% | 143,189 | $22.3M |
| Bank of Montreal | 0.01% | Reduce -5.5% | 140,848 | $22.0M |
| Benjamin F. Edwards & Company, Inc. | 0.39% | Add +2.1% | 137,808 | $21.5M |
| Shakespeare Wealth Management, LLC | 6.19% | Add +1.5% | 136,927 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -24.2% | 136,754 | $21.3M |
| Praetorian Wealth Management, Inc. | 5.62% | Add +1.9% | 134,818 | $21.0M |
| Capital Advantage, Inc. | 4.18% | Reduce -1.1% | 133,499 | $20.6M |
| Raymond James & Associates | 0.01% | Reduce -49.0% | 128,385 | $20.0M |
| Captrust Financial Advisors | 0.07% | Reduce -24.1% | 127,465 | $19.9M |
| Stephens Inc. | 0.30% | Reduce -0.9% | 124,927 | $19.5M |
| Ellevest, Inc. | 1.18% | Add +2.3% | 122,467 | $19.1M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.1% | 122,237 | $19.1M |
| Wilmington Savings Fund Society, FSB | 0.73% | — | 121,654 | $19.0M |
| Blair William & Co. | 0.06% | Reduce -11.8% | 121,542 | $18.9M |
| Aire Advisors, LLC | 4.26% | Add +0.3% | 121,093 | $18.9M |
| Avion Wealth | 4.81% | Add +1.2% | 114,952 | $17.9M |
| Arvest Investments, Inc. | 2.84% | Reduce -2.7% | 114,797 | $17.9M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +41.0% | 111,618 | $17.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.6% | 110,644 | $17.3M |
| Ledyard National Bank | 1.62% | Add +0.1% | 107,561 | $16.8M |
| Sage Financial Group Inc. | 1.51% | Reduce -0.6% | 107,416 | $16.7M |
| Peapack Gladstone Financial Corp. | 0.25% | Reduce -1.2% | 101,193 | $15.8M |
| Evensky & Katz LLC | 1.10% | Reduce -1.0% | 100,413 | $15.7M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -15.6% | 100,333 | $15.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -25.3% | 89,736 | $15.5M |
| Clayton Financial Group LLC | 7.01% | Add +4.4% | 98,836 | $15.4M |
| Fifth Third Bancorp | 0.06% | Add +12.7% | 97,573 | $15.2M |
| Prudential Financial Inc. | 0.02% | Reduce -8.3% | 97,119 | $15.1M |
| Asset Management Group, Inc. | 2.29% | Add +0.6% | 96,526 | $15.0M |
| Presilium Private Wealth, LLC | 3.80% | Add +4.3% | 91,841 | $14.3M |
| Sepio Capital, LP | 1.19% | Reduce -1.9% | 88,933 | $13.9M |
| Atlas Capital Advisors Inc. | 2.09% | Add +56.5% | 85,851 | $13.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.3% | 84,591 | $13.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.27% | Add +0.8% | 83,528 | $13.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 3.02% | No change | 81,535 | $12.7M |
| Lutz Financial Services LLC | 1.09% | Reduce -1.2% | 79,908 | $12.5M |
| Avantax Planning Partners, Inc. | 0.40% | Reduce -8.9% | 79,149 | $12.3M |
| Prosperity Planning, Inc. | 5.98% | Add +5.4% | 79,085 | $12.3M |
| ProVise Management Group, LLC | 1.03% | Add +1.2% | 76,571 | $11.9M |
| Chicago Partners Investment Group LLC | 0.51% | Add +8.0% | 79,450 | $11.9M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -4.5% | 73,656 | $11.5M |
| Annapolis Financial Services, LLC | 3.75% | Add +3.8% | 73,015 | $11.4M |
| Compton Wealth Advisory Group, LLC | 3.11% | Add +7.8% | 72,993 | $11.4M |
| Cary Street Partners Asset Management LLC | 1.76% | Add +2.9% | 96,697 | $11.4M |
| DAVENPORT & Co LLC | 0.07% | Add +4.4% | 72,030 | $11.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.3% | 71,914 | $11.2M |
| LMCG Investments, LLC | 0.66% | Reduce -0.6% | 71,521 | $11.2M |
| KPP Advisory Services LLC | 2.98% | New | 69,663 | $10.9M |
| Kohmann Bosshard Financial Services, LLC | 1.49% | Reduce -9.3% | 68,654 | $10.7M |
| Geneos Wealth Management Inc. | 0.48% | Reduce -0.7% | 67,181 | $10.5M |
| Legacies Wealth LLC | 9.27% | Reduce -0.1% | 67,175 | $10.5M |
| SWAN Capital LLC | 5.75% | Add +15.0% | 64,837 | $10.1M |
| Visionary Wealth Advisors | 0.68% | Reduce -1.5% | 64,514 | $10.1M |
| O'shaughnessy Asset Management, LLC | 0.11% | Add +0.3% | 64,313 | $10.0M |
| Leavell Investment Management, Inc. | 0.58% | Reduce -6.0% | 63,989 | $10.0M |
| Bokf, NA | 0.18% | Add +8.4% | 64,152 | $9.9M |
| Columbia Advisory Partners LLC | 10.02% | Reduce -2.6% | 63,430 | $9.9M |
| OLIO Financial Planning | 4.10% | Reduce -0.7% | 67,047 | $9.8M |
| Strategic Investment Advisors / MI | 1.24% | Add +10.2% | 61,893 | $9.6M |
| Scott Capital Advisors, LLC | 2.88% | Add +1.7% | 61,445 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +112.1% | 59,606 | $9.3M |
| Comerica Bank | 0.04% | Add +0.6% | 59,595 | $9.3M |
| Merit Financial Group, LLC | 0.22% | Add +14.2% | 61,335 | $9.2M |
| JMG Financial Group, Ltd. | 0.35% | Reduce -1.9% | 59,080 | $9.2M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Add +25.2% | 82,260 | $9.1M |
| Ratio Wealth Group | 1.68% | Reduce -1.1% | 58,008 | $9.0M |
| Citadel Advisors | 0.01% | Add +61.2% | 57,988 | $9.0M |
| D.A. Davidson & Co. | 0.08% | Reduce -3.6% | 57,534 | $9.0M |
| Commerce Bank | 0.06% | Add +3.6% | 57,091 | $8.9M |
| MAI Capital Management | 0.09% | Reduce -2.9% | 57,045 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.33% | Reduce -1.5% | 56,354 | $8.8M |
| Cornerstone Planning Group LLC | 2.71% | Add +7.6% | 57,865 | $8.7M |
| Bleakley Financial Group, LLC | 0.25% | Reduce -1.3% | 55,897 | $8.7M |
| Simplicity Wealth,LLC | 0.21% | New | 55,897 | $8.7M |
| Park Avenue Securities LLC | 0.11% | Add +9.6% | 55,494 | $8.7M |
| Cwm, LLC | 0.04% | Add +5.1% | 55,447 | $8.6M |
| Iron Horse Wealth Management, LLC | 3.41% | Add +5.0% | 55,207 | $8.6M |
| Highland Capital Management, LLC | 0.49% | Reduce -1.8% | 55,168 | $8.6M |
| SPC Financial, Inc. | 0.80% | Add +13.6% | 54,459 | $8.5M |
| RTD Financial Advisors, Inc. | 1.12% | Reduce -0.8% | 53,344 | $8.3M |
| Aptus Capital Advisors, LLC | 0.18% | Add +145.2% | 52,663 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -1.5% | 52,531 | $8.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 52,490 | $8.2M |
| AE Wealth Management LLC | 0.09% | Reduce -37.0% | 51,762 | $8.1M |
| Alesco Advisors, LLC, An ESL Co | 0.27% | Reduce -2.5% | 51,742 | $8.1M |
| Dakota Wealth Management | 0.20% | New | 51,690 | $8.1M |
| Ashton Thomas Private Wealth, LLC | 0.46% | Add +2.1% | 51,277 | $8.0M |
| Goepper Burkhardt LLC | 3.66% | Reduce -4.8% | 50,983 | $7.9M |
| Manchester Capital Management LLC | 0.97% | Reduce -1.0% | 50,426 | $7.9M |
| Texas Yale Capital Corp. | 0.35% | Reduce -0.2% | 50,172 | $7.8M |
| Provident Wealth Management, LLC | 2.91% | Add +0.7% | 49,875 | $7.8M |
| HRT Financial LP | 0.05% | New | 49,731 | $7.8M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -2.7% | 49,293 | $7.7M |
| Opes Wealth Management LLC | 1.77% | Add +9.0% | 49,263 | $7.7M |
| Whitegate Investment Counselors, Inc. | 2.14% | Add +1.7% | 48,673 | $7.6M |
| Allworth Financial LP | 0.05% | Reduce -1.3% | 48,056 | $7.5M |
| Brickley Wealth Management | 1.69% | Reduce -0.1% | 47,298 | $7.4M |
| Financial Planning & Information Services, Inc. | 1.09% | Reduce -2.2% | 46,581 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.2% | 44,361 | $6.9M |
| Advisory Services Network, LLC | 0.15% | Reduce -0.0% | 43,971 | $6.9M |
| Financial Counselors Inc. | 0.11% | Reduce -5.7% | 43,488 | $6.8M |
| Bangor Savings Bank | 0.69% | Add +0.9% | 43,229 | $6.7M |
| SOA Wealth Advisors, LLC. | 1.39% | Reduce -1.6% | 43,182 | $6.7M |
| Cranbrook Wealth Management, LLC | 1.70% | Reduce -4.2% | 43,175 | $6.7M |
| Bryn Mawr Trust Advisors, LLC | 0.38% | Add +34.7% | 43,118 | $6.7M |
| UMB Bank, n.a. | 0.11% | Add +9.2% | 43,011 | $6.7M |
| Ruggaard & Associates LLC | 3.18% | Add +6.6% | 42,955 | $6.7M |
| Pittenger & Anderson Inc. | 0.27% | No change | 42,524 | $6.6M |
| Alpha Omega Wealth Management LLC | 1.23% | Add +4.5% | 42,386 | $6.6M |
| Old National Bancorp | 0.16% | Add +1.7% | 42,058 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -3.5% | 41,971 | $6.5M |
| Smallwood Wealth Investment Management, LLC | 5.03% | Add +0.4% | 41,641 | $6.5M |
| Advisory Alpha, LLC | 0.26% | Add +164.9% | 41,109 | $6.4M |
| First Horizon Advisors, Inc. | 0.19% | Add +12.2% | 39,885 | $6.2M |
| Regal Investment Advisors LLC | 0.42% | Add +0.3% | 39,384 | $6.1M |
| Taylor & Morgan Wealth Management, LLC | 4.45% | Reduce -5.8% | 38,868 | $6.1M |
| LPF Advisors LLC | 6.05% | Add +0.9% | 38,747 | $6.0M |
| Cassady Schiller Wealth Management, LLC | 2.67% | Add +12.6% | 38,365 | $6.0M |
| Perigon Wealth Management, LLC | 0.18% | Add +4.3% | 38,299 | $6.0M |
| Mgo One Seven LLC | 0.30% | Reduce -1.0% | 37,506 | $5.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.36% | Add +14.2% | 36,886 | $5.8M |
| Mosaic Family Wealth Partners, LLC | 0.93% | Add +6.1% | 36,388 | $5.7M |
| King Wealth Management Group | 0.98% | Reduce -1.0% | 35,860 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.4% | 34,868 | $5.4M |
| National Bank of Canada | 0.01% | Add +38777.8% | 34,990 | $5.4M |
| Weinberger Asset Management, Inc | 2.60% | Reduce -3.1% | 34,522 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +3.1% | 34,303 | $5.3M |
| Sharper & Granite LLC | 2.54% | Add +1.0% | 34,303 | $5.3M |
| Berkeley, Inc | 3.16% | Reduce -1.1% | 33,489 | $5.2M |
| FAS Wealth Partners, Inc. | 0.46% | Reduce -1.4% | 33,441 | $5.2M |
| Fifth Third Securities, Inc. | 0.50% | Add +1.1% | 33,052 | $5.2M |
| SOL Capital Management CO | 0.65% | Add +0.3% | 33,037 | $5.2M |
| Stevens Capital Partners | 3.03% | Add +4.4% | 32,612 | $5.1M |
| TFB Advisors LLC | 1.77% | Add +19.3% | 32,865 | $4.9M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 31,214 | $4.9M |
| Spire Wealth Management | 0.09% | Reduce -1.4% | 31,055 | $4.8M |
| Forza Wealth Management, LLC | 2.51% | Reduce -0.3% | 30,948 | $4.8M |
| Harbor Investment Advisory, LLC | 0.50% | Reduce -1.6% | 30,908 | $4.8M |
| Echo45 Advisors LLC | 3.47% | Add +0.6% | 30,885 | $4.8M |
| JNBA Financial Advisors | 0.50% | Reduce -5.3% | 30,793 | $4.8M |
| HFG Advisors, Inc. | 4.26% | Add +22.6% | 30,781 | $4.8M |
| Tocqueville Asset Management L.P. | 0.08% | Add +9.0% | 30,679 | $4.8M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -0.7% | 30,522 | $4.8M |
| HB Wealth Management, LLC | 0.06% | Reduce -1.3% | 30,230 | $4.7M |
| Tenret Co LLC | 3.30% | Add +1.9% | 30,022 | $4.7M |
| Financial Guidance Group, Inc. | 2.98% | Reduce -6.0% | 29,477 | $4.6M |
| Accel Wealth Management | 1.95% | Add +3.9% | 29,437 | $4.6M |
| CX Institutional | 0.22% | Reduce -0.3% | 29,329 | $4.6M |
| Zeit Capital LLC | 3.54% | Add +2.8% | 28,084 | $4.4M |
| GC Wealth Management RIA, LLC | 0.88% | Add +0.6% | 28,044 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +11.9% | 27,952 | $4.4M |
| Hilltop National Bank | 1.48% | — | 27,883 | $4.3M |
| Associated Banc-Corp | 0.14% | Add +42.8% | 27,331 | $4.3M |
| Petix & Botte Co | 1.06% | Reduce -31.9% | 27,261 | $4.3M |
| Twin Focus Capital Partners, LLC | 0.81% | Add +0.5% | 27,256 | $4.2M |
| Millburn Ridgefield LLC | 0.11% | Add +0.5% | 26,295 | $4.1M |
| Councilor Wealth, LLC | 2.04% | Reduce -3.5% | 26,148 | $4.1M |
| Glenview Trust Co | 0.09% | Reduce -0.9% | 25,863 | $4.0M |
| Bruce G. Allen Investments, LLC | 3.30% | Add +0.2% | 25,769 | $4.0M |
| Midwest Financial Group LLC | 2.66% | Add +1.1% | 25,434 | $4.0M |
| TAGStone Capital, Inc. | 2.31% | Add +12.2% | 25,351 | $4.0M |
| Mutual Advisors, LLC | 0.13% | Add +13.5% | 25,060 | $3.9M |
| Becker Capital Management Inc. | 0.13% | No change | 24,976 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +0.0% | 24,896 | $3.9M |
| First United Bank & Trust | 1.44% | Add +0.1% | 24,876 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.30% | Reduce -2.2% | 25,830 | $3.8M |
| Tacita Capital Inc | 2.65% | Add +1.5% | 24,534 | $3.8M |
| Renaissance Technologies | 0.01% | New | 24,300 | $3.8M |
| LifePlan Investment Advisors, Inc. | 2.97% | Reduce -30.8% | 23,890 | $3.7M |
| Ifrah Financial Services, Inc. | 1.04% | Reduce -1.4% | 23,842 | $3.7M |
| Maltin Wealth Management, Inc. | 2.09% | Add +15.8% | 23,816 | $3.7M |
| Rovin Capital /Ut/ | 1.51% | Add +2.1% | 23,569 | $3.7M |
| Eclectic Associates Inc. | 1.66% | Add +2.6% | 23,398 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.43% | Add +31.3% | 23,359 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.61% | Reduce -1.6% | 23,093 | $3.6M |
| Valley National Advisers Inc. | 0.54% | Add +8.8% | 22,929 | $3.6M |
| Composition Wealth, LLC | 0.09% | Reduce -21.9% | 22,551 | $3.5M |
| Harbour Investments, Inc. | 0.12% | Add +20.9% | 22,545 | $3.5M |
| Fee-Only Financial Planning, L.C. | 2.37% | Reduce -0.2% | 22,520 | $3.5M |
| Signet Financial Management, LLC | 0.48% | Reduce -3.6% | 22,250 | $3.5M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -67.5% | 22,017 | $3.4M |
| Sigma Planning Corp | 0.11% | Add +86.2% | 21,943 | $3.4M |
| Richard P Slaughter Associates Inc | 0.81% | Add +22.9% | 21,550 | $3.4M |
| FinTrust Capital Advisors, LLC | 0.65% | Add +11.5% | 21,536 | $3.4M |
| Jefferies Financial Group Inc. | 0.07% | Add +169.1% | 21,235 | $3.3M |
| Everhart Financial Group, Inc. | 0.96% | Add +9.5% | 21,050 | $3.3M |
| Stokes Family Office, LLC | 0.41% | Reduce -6.5% | 21,040 | $3.3M |
| LPWM LLC | 1.20% | Add +6.0% | 21,597 | $3.3M |
| Mustard Seed Financial, LLC | 3.26% | Add +4.6% | 20,951 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +5.0% | 20,914 | $3.3M |
| Sterling Financial Planning, Inc. | 1.32% | Reduce -1.3% | 20,902 | $3.3M |
| Black Diamond Financial, LLC | 0.87% | No change | 22,252 | $3.2M |
| Choreo, LLC | 0.08% | Reduce -4.0% | 20,599 | $3.2M |
| Stage Harbor Financial, LLC | 2.91% | No change | 20,528 | $3.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -5.4% | 20,675 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +10.9% | 20,434 | $3.2M |
| White Lighthouse Investment Management Inc. | 0.63% | Reduce -1.9% | 20,019 | $3.1M |
| Principal Securities, Inc. | 0.10% | Add +7.5% | 19,772 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -18.6% | 19,677 | $3.1M |
| Clear Harbor Asset Management, LLC | 0.27% | Add +2.7% | 19,645 | $3.1M |
| Brighton Jones LLC | 0.11% | Add +0.7% | 19,383 | $3.0M |
| MSH Capital Advisors LLC | 1.06% | Reduce -1.7% | 19,311 | $3.0M |
| Axiom Advisory, LLC | 2.20% | Add +7.5% | 19,188 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -6.0% | 19,160 | $3.0M |
| IVC Wealth Advisors LLC | 1.72% | Add +7.9% | 19,133 | $3.0M |
| CBIZ Investment Advisory Services, LLC | 0.21% | No change | 19,027 | $3.0M |
| Wedmont Private Capital | 0.22% | Reduce -1.3% | 19,144 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.1% | 18,872 | $2.9M |
| Valley Wealth Managers, Inc. | 0.22% | Reduce -2.6% | 18,818 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +6.8% | 18,903 | $2.9M |
| NewEdge Wealth, LLC | 0.06% | Add +10.6% | 19,188 | $2.9M |
| Virtu Financial LLC | 0.22% | New | 18,316 | $2.9M |
| HBK Sorce Advisory LLC | 0.10% | Add +7.9% | 18,277 | $2.8M |
| Insigneo Advisory Services, LLC | 0.33% | Add +0.3% | 18,056 | $2.8M |
| Stillwater Capital Advisors, LLC | 0.42% | Reduce -2.0% | 18,023 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.50% | Add +0.9% | 17,927 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +9.1% | 17,839 | $2.8M |
| Cooksen Wealth, LLC | 2.89% | Add +5.1% | 17,828 | $2.8M |
| MAS Advisors LLC | 3.20% | No change | 17,741 | $2.8M |
| Safeguard Financial, LLC | 0.90% | Add +6.5% | 17,704 | $2.8M |
| Trustmark Bank Trust Department | 0.22% | Add +0.5% | 17,600 | $2.7M |
| Verus Capital Partners, LLC | 0.30% | Reduce -18.3% | 17,549 | $2.7M |
| Tritonpoint Wealth, LLC | 0.29% | Add +14.3% | 22,071 | $2.7M |
| Forte Capital LLC | 0.33% | Reduce -3.6% | 17,007 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -8.0% | 16,833 | $2.6M |
| Ascent Group, LLC | 0.23% | Add +12.2% | 16,647 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 1.13% | Add +5.2% | 16,515 | $2.6M |
| Washington Trust Advisors, Inc. | 0.23% | Reduce -0.2% | 15,877 | $2.5M |
| Synovus Financial Corp. | 0.03% | Add +0.1% | 15,783 | $2.5M |
| Simmons Bank | 0.18% | Reduce -4.7% | 15,759 | $2.5M |
| Savant Capital, LLC | 0.03% | Add +3.3% | 15,564 | $2.4M |
| RMR Capital Management, LLC | 2.40% | Reduce -4.5% | 15,501 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +3.5% | 15,500 | $2.4M |
| Capital Square, LLC | 1.66% | New | 15,089 | $2.4M |
| WealthShield Partners, LLC | 0.38% | Reduce -24.1% | 15,072 | $2.3M |
| GTS Securities LLC | 0.06% | New | 14,820 | $2.3M |
| Empirical Finance, LLC | 0.14% | No change | 14,732 | $2.3M |
| 180 Wealth Advisors, LLC | 0.41% | Reduce -1.2% | 14,480 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +3.9% | 14,398 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +1.6% | 16,943 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +0.3% | 14,207 | $2.2M |
| AIMZ Investment Advisors, LLC | 0.82% | Add +0.0% | 14,182 | $2.2M |
| Cascade Financial Partners, LLC | 0.32% | — | 14,791 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.23% | Reduce -32.5% | 13,842 | $2.2M |
| Collective Family Office LLC | 0.70% | Add +10.8% | 13,828 | $2.2M |
| Phillips Financial Management, LLC | 0.18% | No change | 13,729 | $2.1M |
| Grove Bank & Trust | 0.36% | Add +9.4% | 13,669 | $2.1M |
| Bank of Hawaii | 0.10% | Add +3.4% | 13,423 | $2.1M |
| Center For Asset Management LLC | 1.70% | Add +6.8% | 13,286 | $2.1M |
| Granite FO LLC | 1.19% | No change | 12,460 | $2.0M |
| Etfidea, LLC | 0.69% | Add +15.9% | 12,926 | $2.0M |
| Index Fund Advisors, Inc. | 0.11% | Reduce -0.5% | 12,766 | $2.0M |
| Cadence Wealth Management LLC | 2.02% | Add +5.6% | 12,603 | $2.0M |
| Ironsides Asset Advisors, LLC | 0.67% | Reduce -18.3% | 12,583 | $2.0M |
| Wealth Alliance, LLC | 0.26% | Add +1.0% | 12,504 | $1.9M |
| MTM Financial Group, LLC | 1.29% | Reduce -2.0% | 12,416 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.8% | 12,406 | $1.9M |
| Girard Partners LTD. | 0.18% | Add +18.0% | 12,359 | $1.9M |
| SilverOak Wealth Management LLC | 0.48% | Add +3.4% | 12,293 | $1.9M |
| Willis Johnson & Associates, Inc. | 0.17% | Reduce -2.5% | 12,251 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.8% | 12,238 | $1.9M |
| Global Retirement Partners, LLC | 0.07% | Reduce -5.0% | 12,228 | $1.9M |
| Wescott Financial Advisory Group, LLC | 0.23% | Reduce -15.3% | 12,114 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +39.0% | 12,073 | $1.9M |
| Tidal Investments LLC | 0.03% | Add +5.3% | 12,040 | $1.9M |
| Trivium Point Advisory, LLC | 0.40% | Add +3.4% | 12,030 | $1.9M |
| AMG National Trust Bank | 0.05% | No change | 11,996 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -51.4% | 11,924 | $1.9M |
| Pathway Financial Advisors LLC | 0.50% | Reduce -0.3% | 11,771 | $1.8M |
| Well Done, LLC | 0.36% | Reduce -1.2% | 11,704 | $1.8M |
| Ally Invest Advisors Inc. | 0.18% | Add +20.0% | 11,673 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.33% | Reduce -13.6% | 11,657 | $1.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +15.6% | 11,527 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -1.9% | 11,815 | $1.8M |
| Sierra Capital LLC | 0.23% | Add +1.0% | 11,495 | $1.8M |
| Wambolt & Associates, LLC | 0.53% | Add +13.2% | 11,511 | $1.8M |
| Wellspring Financial Advisors, LLC | 0.28% | Reduce -0.9% | 789,607 | $1.8M |
| Culbertson A N & Co. Inc. | 0.31% | Add +9.3% | 11,336 | $1.8M |
| Atlas Brown,Inc. | 0.63% | Reduce -7.0% | 11,122 | $1.7M |
| Clark Financial Services Group Inc. | 2.09% | Add +0.6% | 11,115 | $1.7M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $1.7M |
| General American Investors Co. Inc. | 0.13% | No change | 11,000 | $1.7M |
| Country Club Bank | 0.12% | No change | 10,983 | $1.7M |
| Citigroup Inc. | 0.00% | Add +21.7% | 10,965 | $1.7M |
| Breed's Hill Capital LLC | 1.57% | No change | 10,945 | $1.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.9% | 10,936 | $1.7M |
| Argent Trust Co | 0.08% | No change | 10,913 | $1.7M |
| Noble Family Wealth, LLC | 0.48% | Reduce -36.5% | 10,790 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.59% | Reduce -0.2% | 10,768 | $1.7M |
| Ballentine Partners, LLC | 0.03% | No change | 10,746 | $1.7M |
| Sterling Financial Group, Inc. | 0.78% | No change | 10,520 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +8.2% | 10,404 | $1.6M |
| Wolff Financial Management LLC | 0.47% | Add +4.6% | 10,389 | $1.6M |
| Roof Eidam Maycock Peralta, LLC | 0.44% | Reduce -1.6% | 10,330 | $1.6M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -19.4% | 10,285 | $1.6M |
| Planning Directions Inc. | 1.11% | Reduce -15.5% | 10,272 | $1.6M |
| Pacific Sun Financial Corp | 0.93% | Reduce -0.9% | 10,255 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.9% | 10,242 | $1.6M |
| Insight Advisors, LLC/ PA | 0.31% | No change | 10,113 | $1.6M |
| Bluespring Wealth Management, LLC | 0.17% | Reduce -91.7% | 10,085 | $1.6M |
| Evergreen Wealth Management, LLC | 1.06% | No change | 10,074 | $1.6M |
| PFG Investments, LLC | 0.09% | Add +99.4% | 10,022 | $1.6M |
| Rockingstone Advisors LLC | 0.79% | Reduce -5.3% | 9,855 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +203.1% | 9,725 | $1.5M |
| Atlantic Union Bankshares Corp | 0.13% | Add +11.6% | 9,690 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -0.9% | 9,539 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -1.9% | 9,514 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +86.8% | 9,507 | $1.5M |
| Ieq Capital, LLC | 0.02% | Reduce -0.1% | 9,476 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.38% | Reduce -3.4% | 9,466 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Add +1.7% | 9,381 | $1.5M |
| Wealthfront Advisers LLC | 0.01% | Add +5.3% | 9,338 | $1.5M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.60% | Reduce -1.6% | 9,252 | $1.4M |
| Cardiff Park Advisors, LLC | 0.14% | Add +0.3% | 9,247 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +18.6% | 9,176 | $1.4M |
| Acropolis Investment Management, LLC | 0.09% | Add +0.3% | 9,158 | $1.4M |
| Cozad Asset Management Inc. | 0.15% | Reduce -1.9% | 9,070 | $1.4M |
| Howland Capital Management LLC | 0.07% | No change | 9,040 | $1.4M |
| Mather Group, Llc. | 0.02% | Reduce -0.5% | 9,700 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +1.7% | 8,996 | $1.4M |
| Baldwin Investment Management, LLC | 0.19% | Add +41.0% | 8,913 | $1.4M |
| Northeast Financial Consultants Inc | 0.07% | No change | 8,828 | $1.4M |
| Nicolet Bankshares Inc. | 0.28% | Reduce -66.2% | 8,812 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +21.2% | 8,629 | $1.3M |
| Millennium Management | 0.00% | New | 8,569 | $1.3M |
| CJM Wealth Advisers, Ltd. | 0.50% | Reduce -0.6% | 8,506 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +36.5% | 8,441 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 8,425 | $1.3M |
| East Coast Asset Management, LLC. | 0.47% | Add +0.0% | 8,339 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +204.9% | 8,315 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.37% | New | 8,253 | $1.3M |
| Moneco Advisors, LLC | 0.20% | Reduce -5.0% | 8,143 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -3.7% | 8,114 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -19.1% | 8,107 | $1.3M |
| Choate Investment Advisors | 0.03% | New | 8,087 | $1.3M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -60.5% | 8,087 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +11.3% | 8,056 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.1% | 8,028 | $1.3M |
| Cedar Brook Financial Partners, LLC | 0.25% | Add +1.8% | 7,991 | $1.2M |
| First National Bank of Mount Dora, Trust Investment Services | 0.30% | No change | 7,974 | $1.2M |
| Kiely Wealth Advisory Group, Inc. | 0.70% | Add +10.0% | 8,093 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -10.2% | 7,771 | $1.2M |
| Dentgroup LLC | 0.99% | Reduce -4.2% | 7,664 | $1.2M |
| Marino, Stram & Associates LLC | 0.28% | Add +0.2% | 7,659 | $1.2M |
| Arax Advisory Partners | 0.12% | Reduce -10.7% | 7,552 | $1.2M |
| Baker Ellis Asset Management LLC | 0.17% | No change | 7,520 | $1.2M |
| Clear Creek Financial Management, LLC | 0.15% | Add +3.4% | 7,542 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Add +15.0% | 7,478 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -3.8% | 7,458 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Add +0.6% | 7,431 | $1.2M |
| FDx Advisors, Inc. | 0.18% | Add +25.9% | 7,408 | $1.2M |
| Trust Co. of Vermont | 0.06% | Add +5.8% | 7,404 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | No change | 7,367 | $1.1M |
| Truepoint, Inc. | 0.03% | Reduce -16.4% | 7,365 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.51% | No change | 7,359 | $1.1M |
| Victory Financial Group, LLC | 0.68% | Reduce -18.4% | 7,343 | $1.1M |
| Schwallier Wealth Management LLC | 0.91% | Reduce -27.1% | 7,262 | $1.1M |
| Revolve Wealth Partners, LLC | 0.19% | Add +3.4% | 7,250 | $1.1M |
| Willner & Heller, LLC | 1.12% | Add +3.1% | 7,231 | $1.1M |
| Q3 Asset Management | 0.32% | New | 7,199 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.5% | 7,122 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -3.1% | 7,089 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.4% | 7,049 | $1.1M |
| Oakworth Capital, Inc. | 0.08% | New | 7,034 | $1.1M |
| Smithfield Trust Co | 0.06% | Add +8.0% | 7,051 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +8.9% | 6,982 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +6.2% | 6,930 | $1.1M |
| Opinicus Capital, Inc. | 0.96% | Reduce -10.8% | 6,902 | $1.1M |
| Zhang Financial LLC | 0.08% | Add +0.2% | 6,861 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -24.4% | 6,751 | $1.1M |
| 9258 Wealth Management, LLC | 0.16% | Reduce -0.7% | 6,670 | $1.0M |
| Cahill Financial Advisors Inc. | 0.14% | Add +28.4% | 6,564 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.81% | Reduce -0.5% | 6,537 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | No change | 6,998 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Reduce -2.6% | 6,503 | $1.0M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -5.5% | 6,458 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -5.7% | 6,451 | $1.0M |
| Hexagon Capital Partners LLC | 0.22% | Reduce -18.1% | 6,417 | $1.0M |
| First American Trust, FSB | 0.10% | Add +35.6% | 6,373 | $994K |
| Wrapmanager Inc. | 0.28% | Reduce -0.6% | 6,351 | $990K |
| BKM Wealth Management, LLC | 0.42% | Add +3.6% | 6,313 | $984K |
| Intergy Private Wealth, LLC | 0.40% | Add +2.4% | 6,270 | $978K |
| Chemistry Wealth Management LLC | 0.26% | Add +0.5% | 6,269 | $977K |
| KMG Fiduciary Partners, LLC | 0.10% | No change | 6,257 | $976K |
| My Legacy Advisors, LLC | 0.32% | Add +18.5% | 6,116 | $954K |
| Main Street Financial Solutions, LLC | 0.10% | Add +1.0% | 6,113 | $953K |
| DDFG, Inc | 0.30% | Reduce -52.4% | 6,101 | $951K |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -15.2% | 6,103 | $951K |
| Waypoint Capital Advisors, LLC | 0.25% | Reduce -0.1% | 6,070 | $946K |
| Guidance Point Advisors, LLC | 0.32% | Add +0.5% | 6,069 | $946K |
| Empowered Funds, LLC | 0.02% | Add +133.3% | 6,055 | $944K |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -39.1% | 5,991 | $934K |
| Summit Trail Advisors, LLC | 0.02% | No change | 5,966 | $930K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.6% | 5,921 | $923K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -22.6% | 5,921 | $923K |
| US Financial Advisors, LLC | 0.32% | Add +5.6% | 5,906 | $921K |
| Brookstone Capital Management | 0.02% | Reduce -89.1% | 5,893 | $919K |
| Empower Advisory Group, LLC | 0.00% | Reduce -29.8% | 5,876 | $916K |
| Aveo Capital Partners, LLC | 0.10% | Add +29.0% | 6,038 | $909K |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +7.1% | 5,782 | $901K |
| Magnus Financial Group LLC | 0.11% | Add +2.7% | 5,778 | $901K |
| Strategic Financial Concepts, LLC | 0.22% | New | 5,767 | $899K |
| Founders Financial Securities LLC | 0.09% | Add +37.0% | 5,761 | $898K |
| North Star Investment Management Corp. | 0.06% | Add +6.7% | 5,749 | $896K |
| Legacy Edge Advisors, LLC | 0.19% | Reduce -1.3% | 5,707 | $890K |
| Next Level Private LLC | 0.41% | Add +0.3% | 5,681 | $886K |
| Franklin Resources Inc. | 0.00% | Reduce -14.1% | 5,656 | $882K |
| McClarren Financial Advisors, Inc. | 0.63% | Add +0.7% | 5,594 | $873K |
| Eagle Strategies LLC | 0.19% | Reduce -92.0% | 5,599 | $873K |
| City Holding Co. | 0.13% | Reduce -1.2% | 5,575 | $869K |
| MidAtlantic Capital Management, Inc. | 0.76% | Reduce -6.3% | 5,553 | $866K |
| GHP Investment Advisors, Inc. | 0.04% | Add +32.8% | 5,530 | $862K |
| Octavia Wealth Advisors, LLC | 0.13% | Reduce -94.0% | 5,525 | $861K |
| Ancora Advisors LLC | 0.02% | Add +0.4% | 5,492 | $856K |
| St. Louis Trust Co | 0.13% | No change | 5,480 | $854K |
| Whitaker-Myers Wealth Managers, LTD. | 0.36% | Reduce -0.7% | 5,443 | $849K |
| Horizon Bancorp Inc. | 0.40% | Add +0.3% | 5,429 | $846K |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 5,417 | $845K |
| Cedrus LLC | 0.46% | Reduce -34.5% | 5,416 | $844K |
| Paulson Wealth Management Inc. | 0.25% | Reduce -16.7% | 5,362 | $836K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -26.1% | 5,313 | $828K |
| Strategic Financial Partners, Ltd. | 0.46% | Add +2.4% | 5,284 | $824K |
| Aaron Wealth Advisors LLC | 0.12% | No change | 5,277 | $823K |
| Lam Group, Inc. | 0.67% | No change | 5,275 | $822K |
| O'ROURKE & COMPANY, Inc | 0.47% | Add +62.1% | 5,244 | $818K |
| Three Bridge Wealth Advisors, LLC | 0.32% | Add +4.2% | 5,217 | $813K |
| FC Advisory LLC | 0.30% | Add +1.0% | 5,211 | $812K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.2% | 5,203 | $811K |
| Citizens Financial Group Inc. | 0.03% | Add +0.5% | 5,178 | $807K |
| Retirement Financial Solutions, LLC | 0.41% | Add +0.5% | 5,154 | $804K |
| Kovack Advisors, Inc. | 0.10% | Add +5.8% | 5,038 | $785K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -10.7% | 5,031 | $784K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 5,028 | $784K |
| Modern Wealth Management, LLC | 0.07% | New | 5,006 | $780K |
| Hartline Investment Corp./ | 0.14% | New | 4,956 | $773K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +10.8% | 4,956 | $773K |
| Connecticut Wealth Management, LLC | 0.04% | Add +6.2% | 4,951 | $772K |
| IFP Advisors, Inc | 0.03% | Add +11.4% | 4,950 | $772K |
| Pension & Wealth Management Advisors, Inc. | 0.51% | Reduce -10.9% | 4,944 | $771K |
| 1834 Investment Advisors Co. | 0.09% | Add +9.5% | 4,901 | $764K |
| Legacy Financial Group LLC | 0.15% | New | 4,885 | $762K |
| Uptick Partners, LLC | 0.57% | Reduce -0.5% | 4,831 | $753K |
| G2 Capital Management, LLC / Oh | 0.24% | No change | 4,829 | $753K |
| WNY Asset Management, LLC | 0.11% | Add +1.8% | 4,785 | $746K |
| Inspire Advisors, LLC | 0.10% | Reduce -10.5% | 4,777 | $745K |
| Pinnacle Bancorp, Inc. | 0.22% | Reduce -0.3% | 4,753 | $741K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +2.7% | 4,753 | $741K |
| Carmichael Hill & Associates, Inc. | 0.30% | Reduce -4.2% | 4,725 | $737K |
| Essex Financial Services, Inc. | 0.07% | Reduce -2.6% | 4,709 | $734K |
| Aspire Wealth Management Corp | 0.44% | Reduce -14.0% | 4,701 | $733K |
| Sargent Investment Group, LLC | 0.16% | Reduce -12.9% | 4,667 | $728K |
| Chapin Davis, Inc. | 0.26% | Add +6.3% | 4,607 | $718K |
| Bishop & Co Investment Management, LLC | 0.30% | Reduce -57.2% | 4,602 | $717K |
| Financial Alternatives, Inc | 0.55% | No change | 4,582 | $714K |
| Glass Jacobson Investment Advisors llc | 0.26% | Reduce -18.4% | 4,480 | $698K |
| McNamara Financial Services, Inc. | 0.15% | Add +0.7% | 4,451 | $694K |
| Narus Financial Partners, LLC | 0.30% | Reduce -5.8% | 4,436 | $692K |
| Colonial Trust Co / SC | 0.13% | Reduce -1.4% | 4,435 | $691K |
| Jacobi Capital Management LLC | 0.06% | Reduce -3.6% | 4,431 | $691K |
| Consolidated Portfolio Review Corp | 0.18% | Add +2.6% | 4,408 | $687K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -2.0% | 4,397 | $686K |
| Rockbridge Investment Management, LCC | 0.10% | Reduce -27.0% | 4,302 | $671K |
| Meridian Financial Advisors, LLC | 0.50% | Reduce -1.2% | 4,289 | $669K |
| Pinion Investment Advisors, LLC | 0.34% | Reduce -0.8% | 4,228 | $659K |
| Warner Financial, Inc. | 0.32% | Add +16.2% | 4,136 | $645K |
| CreativeOne Wealth, LLC | 0.03% | Add +99.5% | 4,133 | $644K |
| NBT Bank, N.A. | 0.05% | Reduce -3.3% | 4,110 | $641K |
| Busey Bank | 0.02% | No change | 4,093 | $638K |
| Calamos Wealth Management LLC | 0.04% | No change | 4,066 | $634K |
| Courier Capital LLC | 0.05% | No change | 4,064 | $634K |
| American Trust | 0.05% | Reduce -44.8% | 4,051 | $632K |
| One Day In July LLC | 0.08% | Reduce -0.1% | 4,047 | $631K |
| ERn Financial, LLC | 0.11% | Reduce -3.2% | 4,029 | $628K |
| Bison Wealth, LLC | 0.10% | Add +13.2% | 4,023 | $627K |
| Raymond James Trust N.A. | 0.02% | Add +30.8% | 4,019 | $627K |
| Yarger Wealth Strategies, LLC | 0.43% | Add +1.8% | 4,012 | $626K |
| &partners | 0.09% | New | 4,011 | $625K |
| First International Bank & Trust | 0.21% | Reduce -1.6% | 3,982 | $621K |
| Diversified Trust Co. | 0.02% | Reduce -0.8% | 3,956 | $617K |
| Garrison Point Advisors, LLC | 0.40% | No change | 3,955 | $617K |
| ETF Portfolio Partners, Inc. | 0.20% | Add +0.4% | 3,949 | $616K |
| Collaborative Wealth Managment Inc. | 0.31% | Reduce -11.3% | 3,945 | $615K |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -6.2% | 4,046 | $611K |
| Focus Financial Network, Inc. | 0.03% | — | 4,141 | $610K |
| Investmark Advisory Group LLC | 0.33% | Reduce -29.2% | 3,910 | $610K |
| Cambridge Financial Group, LLC | 0.29% | Add +1.6% | 3,880 | $605K |
| HUB Investment Partners, LLC | 0.03% | Add +46.7% | 3,878 | $605K |
| Howe & Rusling Inc. | 0.06% | Add +13.1% | 3,855 | $601K |
| SVB Wealth LLC | 0.01% | Reduce -17.2% | 3,846 | $600K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -26.9% | 3,832 | $597K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -23.5% | 3,822 | $596K |
| Argent Advisors, Inc. | 0.23% | No change | 3,810 | $594K |
| Joseph P. Lucia & Associates, LLC | 0.32% | Reduce -17.5% | 3,804 | $593K |
| Key Financial Inc | 0.15% | No change | 3,709 | $578K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +5.0% | 3,630 | $566K |
| C M Bidwell & Associates Ltd. | 0.38% | Reduce -0.5% | 3,622 | $565K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 3,616 | $564K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -11.3% | 3,606 | $562K |
| MGB Wealth Management, LLC | 0.23% | No change | 3,588 | $559K |
| S.A. Mason LLC | 0.34% | Reduce -1.4% | 3,586 | $559K |
| Synergy Asset Management, LLC | 0.09% | Reduce -2.0% | 3,539 | $552K |
| Zions Bancorporation, N.A. | 0.04% | No change | 3,534 | $551K |
| Marcum Wealth, LLC | 0.06% | Add +0.1% | 3,532 | $551K |
| Financial Freedom, LLC | 0.32% | Reduce -12.1% | 3,515 | $548K |
| Prudential PLC | 0.00% | Reduce -59.1% | 3,498 | $545K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -2.1% | 3,490 | $544K |
| Archer Investment Corp | 0.16% | Reduce -1.5% | 3,484 | $543K |
| Southland Equity Partners LLC | 0.15% | Add +4.6% | 3,480 | $543K |
| Elevation Wealth Partners, LLC | 0.27% | Reduce -38.2% | 3,451 | $538K |
| Traveka Wealth, LLC | 0.25% | Add +25.0% | 3,444 | $537K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +3.3% | 3,418 | $533K |
| WP Advisors, LLC | 0.17% | Add +0.5% | 3,410 | $532K |
| Private Client Services, LLC | 0.35% | Reduce -5.1% | 3,374 | $526K |
| American Money Management, LLC | 0.11% | Reduce -12.6% | 3,371 | $526K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.6% | 3,352 | $523K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -3.0% | 3,340 | $521K |
| Strategic Wealth Partners Group, LLC | 0.06% | Reduce -1.6% | 3,336 | $520K |
| Aviso Wealth Management | 0.33% | Add +1.3% | 3,316 | $517K |
| Farmers & Merchants Investments Inc. | 0.02% | Reduce -1.5% | 3,283 | $512K |
| Richardson Financial Services Inc. | 0.36% | Add +3.9% | 3,279 | $511K |
| Grey Street Capital, LLC | 0.07% | New | 3,261 | $508K |
| Investments & Financial Planning, LLC | 0.35% | Reduce -6.4% | 3,258 | $508K |
| Turtle Creek Wealth Advisors, LLC | 0.12% | Reduce -17.1% | 3,251 | $507K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +86.9% | 3,248 | $506K |
| Centaurus Financial, Inc. | 0.04% | Reduce -2.4% | 3,241 | $505K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -87.6% | 3,238 | $499K |
| Signaturefd, LLC | 0.01% | Add +2.5% | 3,199 | $499K |
| My Personal CFO, LLC | 0.28% | Reduce -2.2% | 3,171 | $494K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +26.1% | 3,155 | $492K |
| Squire Investment Management Company, LLC | 0.31% | Add +15.2% | 3,154 | $492K |
| First Bancorp, Inc | 0.37% | No change | 3,150 | $491K |
| Diversify Advisory Services, LLC | 0.03% | — | 3,161 | $489K |
| BLB&B Advisors, LLC | 0.03% | Add +5.9% | 3,122 | $487K |
| Silverlake Wealth Management LLC | 0.25% | Add +2.9% | 3,110 | $485K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | No change | 3,217 | $484K |
| Horizon Investment Services, LLC | 0.23% | Reduce -3.9% | 3,076 | $480K |
| Waller Financial Planning Group, Inc. | 0.13% | Reduce -6.0% | 3,070 | $479K |
| Klingman & Associates, LLC | 0.03% | Add +2.7% | 3,013 | $470K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -1.3% | 3,003 | $468K |
| Scott & Selber, Inc. | 0.16% | No change | 3,000 | $468K |
| Continuum Advisory, LLC | 0.07% | Reduce -60.1% | 3,038 | $468K |
| Lowery Thomas, LLC | 0.36% | Reduce -17.9% | 2,982 | $465K |
| Plancorp, LLC | 0.02% | Add +66.4% | 2,946 | $459K |
| Wesbanco Bank Inc. | 0.02% | Add +1.4% | 2,945 | $459K |
| Professional Financial Advisors, LLC | 0.13% | Add +0.1% | 2,933 | $457K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,932 | $457K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 2,907 | $453K |
| Rehmann Capital Advisory Group | 0.03% | Add +4.3% | 2,901 | $452K |
| Eagle Harbor Asset Management Inc. | 0.48% | Reduce -4.8% | 2,900 | $452K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.2% | 2,889 | $450K |
| Evermay Wealth Management LLC | 0.07% | Add +1502.8% | 2,885 | $450K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | No change | 2,865 | $447K |
| Holderness Investments Co. | 0.11% | Add +0.0% | 2,853 | $445K |
| Montag A & Associates Inc. | 0.02% | No change | 2,840 | $443K |
| BCS Wealth Management | 0.14% | Reduce -1.3% | 2,830 | $441K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -1.9% | 2,826 | $441K |
| Coldstream Capital Management Inc. | 0.01% | No change | 2,786 | $434K |
| NorthRock Partners, LLC | 0.02% | Reduce -5.7% | 2,715 | $423K |
| Pegasus Partners Ltd. | 0.04% | Reduce -33.2% | 2,695 | $420K |
| Buttonwood Financial Advisors Inc. | 0.20% | Add +21.7% | 2,688 | $419K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -15.8% | 2,686 | $419K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -1.4% | 2,675 | $417K |
| Facet Wealth, Inc. | 0.01% | Add +48.1% | 2,745 | $417K |
| WR Wealth Planners, LLC | 0.13% | Reduce -6.2% | 2,662 | $415K |
| Grant/GrossMendelsohn, LLC | 0.19% | No change | 2,690 | $415K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -20.3% | 2,442 | $415K |
| 49 Wealth Management, LLC | 0.09% | Reduce -5.5% | 2,674 | $414K |
| Hoylecohen, LLC | 0.03% | Add +4.2% | 2,640 | $412K |
| PFG Advisors | 0.03% | Add +5.3% | 2,636 | $411K |
| Quad-Cities Investment Group, LLC | 0.24% | Reduce -4.6% | 2,626 | $409K |
| Lodestone Wealth Management LLC | 0.21% | Add +0.2% | 2,612 | $407K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | Add +0.2% | 2,611 | $407K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Add +0.3% | 2,592 | $404K |
| HF Advisory Group, LLC | 0.22% | Add +4.3% | 2,578 | $402K |
| FSA Wealth Management LLC | 0.17% | Add +4.1% | 2,561 | $399K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.0% | 2,556 | $399K |
| Nwam LLC | 0.03% | Reduce -31.0% | 2,596 | $397K |
| Oxbow Advisors, LLC | 0.06% | No change | 2,546 | $397K |
| FirstPurpose Wealth LLC | 0.14% | No change | 2,600 | $394K |
| Virtue Capital Management, LLC | 0.07% | No change | 2,618 | $393K |
| Nikulski Financial, Inc. | 0.13% | No change | 2,508 | $391K |
| Mission Creek Capital Partners, Inc. | 0.10% | Add +1.1% | 2,505 | $391K |
| Eagle Bay Advisors LLC | 0.25% | Add +55.6% | 2,503 | $390K |
| Forum Private Client Group LLC | 0.19% | Add +2.5% | 2,487 | $388K |
| Elm Partners Management LLC | 0.03% | New | 2,484 | $387K |
| Flow Traders U.S. LLC | 0.02% | Reduce -69.0% | 2,480 | $387K |
| Advisors Capital Management, LLC | 0.01% | Reduce -4.0% | 2,479 | $387K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -1.9% | 2,467 | $385K |
| Passumpsic Savings Bank | 0.25% | — | 2,466 | $384K |
| MorganRosel Wealth Management, LLC | 0.14% | Add +21.5% | 2,466 | $384K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 2,445 | $381K |
| Beacon Financial Group | 0.04% | Reduce -0.8% | 2,440 | $380K |
| Altiora Financial Group, LLC | 0.10% | No change | 2,424 | $378K |
| Tyche Wealth Partners LLC | 0.09% | No change | 2,420 | $377K |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.7% | 2,408 | $375K |
| Clearstead Advisors, LLC | 0.02% | Add +5.9% | 2,436 | $375K |
| Mission Wealth Management, LP | 0.01% | Reduce -10.7% | 2,401 | $374K |
| Sonata Capital Group Inc. | 0.17% | No change | 2,400 | $374K |
| Mosaic Financial Group, LLC | 0.30% | — | 2,377 | $371K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -4.2% | 2,362 | $368K |
| Novak & Powell Financial Services, Inc. | 0.27% | Reduce -32.2% | 4,666 | $366K |
| Johnson Financial Group, Inc. | 0.02% | Add +81.0% | 2,347 | $366K |
| Compass Ion Advisors, LLC | 0.05% | Add +5.1% | 2,321 | $362K |
| Grey Fox Wealth Advisors, LLC | 0.14% | No change | 2,320 | $362K |
| Eudaimonia Partners, LLC | 0.09% | Add +48.0% | 2,316 | $361K |
| Diversified, LLC | 0.05% | Add +4.5% | 2,308 | $360K |
| Western Wealth Management, LLC | 0.03% | Reduce -9.4% | 2,292 | $357K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.2% | 2,291 | $357K |
| Round Rock Advisors LLC | 0.09% | Reduce -0.9% | 2,289 | $357K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -14.1% | 2,269 | $354K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -5.4% | 2,245 | $350K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -26.3% | 2,239 | $349K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -2.5% | 2,230 | $348K |
| HTG Investment Advisors, Inc. | 0.20% | No change | 2,220 | $346K |
| Embree Financial Group | 0.07% | Add +11.4% | 2,215 | $345K |
| Two Sigma Securities, LLC | 0.02% | Reduce -0.4% | 2,213 | $345K |
| VitalStone Financial, LLC | 0.26% | No change | 2,194 | $342K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -0.5% | 2,182 | $340K |
| Caprock Group, LLC | 0.02% | Add +10.0% | 2,177 | $339K |
| HSBC Holdings PLC | 0.00% | No change | 2,170 | $338K |
| Flputnam Investment Management Co. | 0.01% | Reduce -25.5% | 2,164 | $337K |
| Destiny Wealth Partners, LLC | 0.06% | Add +0.6% | 2,151 | $335K |
| LMG Wealth Partners, LLC | 0.08% | No change | 2,150 | $335K |
| Family Investment Center, Inc. | 0.11% | Add +2.3% | 2,128 | $332K |
| Spirepoint Private Client, LLC | 0.05% | — | 2,115 | $330K |
| Whalerock Point Partners, LLC | 0.09% | No change | 2,097 | $327K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 2,091 | $326K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Add +3.5% | 2,085 | $325K |
| Alliancebernstein L.P. | 0.00% | Reduce -36.0% | 2,083 | $325K |
| LGT Financial Advisors LLC | 0.38% | Reduce -1.2% | 2,081 | $325K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.1% | 2,062 | $321K |
| RFG Advisory, LLC | 0.01% | Reduce -48.9% | 2,054 | $320K |
| Private Trust Co. NA | 0.03% | Reduce -2.3% | 2,050 | $320K |
| One Capital Management, LLC | 0.01% | Reduce -1.2% | 2,044 | $319K |
| Brooklyn FI, LLC | 0.13% | Reduce -0.2% | 2,043 | $319K |
| Strategic Advisors LLC | 0.06% | No change | 2,042 | $318K |
| Certified Advisory Corp | 0.04% | Reduce -16.9% | 2,035 | $317K |
| Brown Brothers Harriman & Co. | 0.00% | Add +18.0% | 2,035 | $317K |
| Leo Wealth, LLC | 0.03% | Reduce -12.6% | 2,046 | $317K |
| SkyOak Wealth, LLC | 0.08% | Reduce -32.1% | 2,013 | $314K |
| waypoint wealth counsel | 0.24% | No change | 2,005 | $313K |
| StoneX Group Inc. | 0.03% | Reduce -34.8% | 2,000 | $312K |
| Navis Wealth Advisors, LLC | 0.37% | No change | 2,000 | $312K |
| Eudaimonia Advisors LLC | 0.17% | New | 2,000 | $312K |
| Von Berge Wealth Management Group, LLC | 0.20% | No change | 1,988 | $310K |
| ARK & TLK Investments, LLC | 0.12% | Add +1.0% | 1,984 | $309K |
| Keybank National Association | 0.00% | Add +5.4% | 1,981 | $309K |
| Smartleaf Asset Management LLC | 0.06% | Add +17.3% | 1,991 | $309K |
| Five Oceans Advisors | 0.16% | Reduce -63.0% | 1,965 | $306K |
| Joel Isaacson & Co., LLC | 0.02% | New | 1,959 | $305K |
| Towerpoint Wealth, LLC | 0.15% | No change | 1,954 | $305K |
| Heritage Wealth Advisors | 0.01% | No change | 1,949 | $304K |
| Wealthspan Partners, LLC | 0.18% | Reduce -3.7% | 1,947 | $304K |
| Tsfg, LLC | 0.08% | Reduce -35.1% | 1,932 | $301K |
| Legacy Bridge, LLC | 0.18% | No change | 1,925 | $300K |
| Kennicott Capital Management LLC | 0.13% | No change | 1,916 | $299K |
| LongView Wealth Management | 0.12% | No change | 1,915 | $299K |
| United Advisor Group, LLC | 0.11% | Add +35.0% | 1,904 | $297K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,899 | $296K |
| Wealthstream Advisors, Inc. | 0.11% | Add +0.1% | 1,896 | $296K |
| Breakwater Capital Group | 0.07% | Add +0.2% | 1,857 | $290K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -10.6% | 1,853 | $289K |
| Bogart Wealth, LLC | 0.01% | Reduce -98.7% | 1,848 | $288K |
| CGN Advisors LLC | 0.04% | Reduce -0.9% | 1,846 | $288K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +56.6% | 1,832 | $286K |
| Benchmark Wealth Management, LLC | 0.16% | No change | 1,830 | $285K |
| Garrison Asset Management, LLC | 0.15% | No change | 1,827 | $285K |
| Verum Partners LLC | 0.10% | No change | 1,825 | $285K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.7% | 1,816 | $283K |
| MCF Advisors LLC | 0.02% | Reduce -0.1% | 1,815 | $283K |
| Secure Asset Management, LLC | 0.07% | New | 1,804 | $281K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -14.3% | 1,790 | $279K |
| City State Bank | 0.12% | Reduce -5.4% | 1,790 | $279K |
| Navalign, LLC | 0.09% | Reduce -95.6% | 1,785 | $278K |
| Retirement Planning Group, LLC | 0.02% | New | 1,750 | $273K |
| Ameliora Wealth Management Ltd. | 0.12% | New | 1,750 | $273K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +1.2% | 1,744 | $272K |
| Cornerstone Management, Inc. | 0.06% | No change | 1,727 | $269K |
| Revisor Wealth Management LLC | 0.12% | New | 1,788 | $269K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +2.2% | 1,713 | $267K |
| Aspiriant, LLC | 0.01% | Reduce -0.8% | 1,704 | $266K |
| Ranch Capital Advisors Inc. | 0.14% | Reduce -0.4% | 1,684 | $263K |
| Silver Coast Investments LLC | 0.11% | New | 1,681 | $262K |
| Yeomans Consulting Group, Inc. | 0.11% | Add +6.3% | 1,654 | $258K |
| Caldwell Trust Co | 0.03% | Reduce -0.7% | 1,653 | $258K |
| Lindbrook Capital, LLC | 0.02% | No change | 1,650 | $257K |
| Venture Visionary Partners LLC | 0.01% | Add +0.4% | 1,620 | $253K |
| Sterling Investment Counsel, LLC | 0.12% | New | 1,613 | $251K |
| Lion Street Advisors, LLC | 0.10% | No change | 1,733 | $251K |
| Concord Wealth Partners | 0.04% | Add +2.2% | 1,600 | $249K |
| Curi Capital, LLC | 0.01% | New | 1,597 | $249K |
| BIP Wealth, LLC | 0.02% | No change | 1,584 | $247K |
| Pacific Center for Financial Services | 0.07% | Reduce -11.2% | 1,578 | $246K |
| Summit Wealth & Retirement Planning, Inc. | 0.09% | New | 1,567 | $244K |
| Cravens & Co Advisors, LLC | 0.20% | No change | 1,560 | $243K |
| Creative Financial Designs Inc. | 0.02% | Add +0.3% | 1,560 | $243K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,556 | $243K |
| Kornitzer Capital Management Inc. | 0.00% | Add +12.2% | 1,556 | $243K |
| Levy Wealth Management Group, LLC | 0.07% | No change | 1,673 | $243K |
| Clark Asset Management, LLC | 0.07% | No change | 1,545 | $241K |
| Townsend & Associates, Inc | 0.03% | No change | 1,600 | $240K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -2.0% | 1,541 | $240K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -65.3% | 1,509 | $235K |
| Wealth Effects LLC | 0.09% | Add +1.1% | 1,507 | $235K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,500 | $234K |
| Anderson Hoagland & Co. | 0.03% | No change | 1,542 | $234K |
| Quaker Wealth Management, LLC | 0.10% | Add +0.1% | 1,497 | $233K |
| Dodds Wealth, LLC | 0.09% | Add +4.7% | 1,497 | $233K |
| Abbrea Capital, LLC | 0.03% | No change | 1,486 | $232K |
| JPL Wealth Management, LLC | 0.13% | New | 1,487 | $232K |
| Endowment Wealth Management, Inc. | 0.17% | Add +0.9% | 1,481 | $231K |
| Hibernia Wealth Partners, LLC | 0.16% | New | 1,472 | $230K |
| TruNorth Capital Management, LLC | 0.08% | — | 1,472 | $230K |
| Asset Allocation Strategies LLC | 0.08% | Reduce -0.1% | 1,453 | $227K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.2% | 1,444 | $225K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,429 | $223K |
| Bailard, Inc. | 0.01% | No change | 1,429 | $223K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -4.0% | 1,427 | $222K |
| Portland Global Advisors LLC | 0.03% | Reduce -58.9% | 1,425 | $222K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Reduce -4.1% | 1,419 | $221K |
| Gilman Hill Asset Management, LLC | 0.04% | New | 1,414 | $220K |
| QRG Capital Management, Inc. | 0.00% | New | 1,408 | $220K |
| Theory Financial LLC | 0.11% | No change | 1,406 | $219K |
| First Foundation Advisors | 0.01% | Reduce -6.2% | 1,400 | $218K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 1,400 | $218K |
| Gen-Wealth Partners Inc | 0.11% | — | 1,399 | $218K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -3.4% | 1,397 | $218K |
| Gemmer Asset Management LLC | 0.03% | New | 1,393 | $217K |
| Bessemer Group Inc. | 0.00% | No change | 1,390 | $217K |
| Wintrust Investments LLC | 0.02% | Add +0.1% | 1,386 | $216K |
| NewSquare Capital LLC | 0.02% | Add +5223.1% | 1,384 | $216K |
| Crane Advisory, LLC | 0.04% | No change | 1,412 | $215K |
| Clarity Capital Advisors, LLC | 0.17% | New | 1,379 | $215K |
| Greatmark Investment Partners, Inc. | 0.03% | New | 1,370 | $214K |
| Qube Research & Technologies Ltd | 0.00% | Add +214.8% | 1,363 | $213K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 1,362 | $212K |
| Quantinno Capital Management LP | 0.00% | New | 1,359 | $212K |
| Sonora Investment Management Group, LLC | 0.02% | New | 1,354 | $211K |
| Berkeley Capital Partners, LLC | 0.06% | New | 1,350 | $210K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Reduce -20.4% | 1,347 | $210K |
| Horizon Investments, LLC | 0.01% | Add +1004.1% | 1,347 | $210K |
| Independent Advisor Alliance | 0.01% | Reduce -15.2% | 1,342 | $209K |
| Marquette Associates, Inc. | 0.15% | Add +25.0% | 1,676 | $209K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,339 | $209K |
| Panoramic Investment Advisors, LLC | 0.15% | New | 1,330 | $207K |
| Sage Rhino Capital LLC | 0.05% | New | 1,329 | $207K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $206K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -7.8% | 1,321 | $206K |
| WealthPLAN Partners, LLC | 0.02% | New | 1,320 | $206K |
| Patten & Patten Inc. | 0.01% | Reduce -14.1% | 1,319 | $206K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | New | 1,315 | $205K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 1,312 | $205K |
| New England Private Wealth Advisors LLC | 0.04% | Reduce -45.5% | 1,318 | $204K |
| Cottage Street Advisors LLC | 0.12% | New | 1,307 | $204K |
| Lansing Street Advisors | 0.09% | Reduce -26.3% | 1,296 | $202K |
| PBMares Wealth Management LLC | 0.05% | New | 1,295 | $202K |
| Colonial Trust Advisors | 0.02% | No change | 1,283 | $200K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -46.4% | 1,260 | $196K |
| New Republic Capital, LLC | 0.12% | No change | 1,245 | $194K |
| Advantage Trust Co | 0.14% | No change | 1,225 | $191K |
| Wells Financial Advisors INC | 0.13% | Reduce -9.7% | 1,215 | $189K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -11.9% | 1,211 | $189K |
| Sachetta, LLC | 0.09% | No change | 1,272 | $184K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +67.5% | 1,050 | $164K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,045 | $163K |
| Gradient Investments LLC | 0.00% | Reduce -67.4% | 1,014 | $158K |
| First PREMIER Bank | 0.04% | No change | 981 | $153K |
| Operose Advisors LLC | 0.05% | Add +1433.9% | 951 | $148K |
| Financial Perspectives, Inc | 0.06% | Add +0.1% | 950 | $148K |
| Horizon Financial Services, LLC | 0.09% | New | 921 | $144K |
| Blue Trust, Inc. | 0.00% | Reduce -36.2% | 877 | $137K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 933 | $135K |
| Benjamin Edwards Inc. | 0.03% | Add +6.8% | 863 | $135K |
| Palisade Asset Management, LLC | 0.01% | New | 860 | $134K |
| Private Wealth Management Group, LLC | 0.06% | Reduce -2.8% | 856 | $133K |
| Allianz SE | 0.00% | — | 842 | $131K |
| St Germain D J Co. Inc. | 0.01% | No change | 827 | $129K |
| Opal Wealth Advisors, LLC | 0.04% | New | 823 | $128K |
| Sage Mountain Advisors LLC | 0.01% | Add +12.5% | 817 | $127K |
| MV Capital Management, Inc. | 0.01% | No change | 799 | $125K |
| Beacon Capital Management, LLC | 0.02% | Add +30.0% | 772 | $120K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -7.3% | 737 | $115K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 727 | $113K |
| Sandy Spring Bank | 0.01% | Add +85.9% | 699 | $109K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.8% | 654 | $101K |
| Asset Dedication, LLC | 0.01% | No change | 644 | $101K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -19.6% | 628 | $98K |
| Birchbrook, Inc. | 0.06% | Reduce -6.7% | 625 | $97K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 621 | $97K |
| M&R Capital Management Inc. | 0.02% | No change | 615 | $96K |
| Matrix Private Capital Group LLC | 0.06% | Reduce -19.7% | 607 | $95K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 602 | $94K |
| Tortoise Investment Management, LLC | 0.01% | No change | 577 | $90K |
| Retirement Group, LLC | 0.03% | No change | 571 | $89K |
| GoalVest Advisory LLC | 0.03% | Add +4192.3% | 558 | $87K |
| Cedar Wealth Management, LLC | 0.03% | No change | 534 | $83K |
| Pathway Financial Advisers, LLC | 0.03% | Reduce -14.6% | 521 | $81K |
| Armor Investment Advisors, LLC | 0.04% | No change | 495 | $77K |
| Woodmont Investment Counsel LLC | 0.01% | Reduce -66.5% | 486 | $76K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.8% | 468 | $74K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +171.5% | 467 | $73K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -4.5% | 466 | $73K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 465 | $72K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 455 | $71K |
| Founders Financial Alliance, LLC | 0.02% | No change | 437 | $68K |
| Tyler-Stone Wealth Management | 0.03% | Add +12.5% | 432 | $67K |
| EPG Wealth Management LLC | 0.02% | Add +0.5% | 431 | $67K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $66K |
| Cordant, Inc. | 0.04% | Reduce -22.7% | 423 | $66K |
| Robinswood Financial LLC | 0.03% | No change | 425 | $66K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $64K |
| CoreCap Advisors, LLC | 0.00% | New | 405 | $63K |
| West Paces Advisors Inc. | 0.02% | No change | 400 | $62K |
| Nordwand Advisors, LLC | 0.02% | New | 390 | $61K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 385 | $60K |
| Silver Oak Securities, Incorporated | 0.01% | New | 375 | $58K |
| ICA Group Wealth Management, LLC | 0.01% | Add +0.3% | 361 | $57K |
| Anchor Investment Management, LLC | 0.01% | Add +140.7% | 361 | $56K |
| Stephens Consulting, LLC | 0.02% | No change | 345 | $54K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 335 | $52K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Add +27.0% | 329 | $51K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 318 | $50K |
| Keener Financial Planning LLC | 0.03% | No change | 311 | $49K |
| Optimum Investment Advisors | 0.02% | No change | 300 | $47K |
| Capital Analysts, LLC | 0.00% | Add +6.9% | 294 | $46K |
| GAMMA Investing LLC | 0.01% | Add +82.1% | 295 | $46K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -3.8% | 308 | $45K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 284 | $44K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 283 | $44K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -21.8% | 283 | $44K |
| Sunbelt Securities, Inc. | 0.00% | Add +515.9% | 271 | $42K |
| WASHINGTON TRUST Co | 0.00% | Add +5.5% | 269 | $42K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -30.3% | 256 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +1155.0% | 251 | $39K |
| Fairman Group, LLC | 0.04% | Add +52.4% | 250 | $39K |
| Founders Capital Management | 0.03% | Add +434.8% | 246 | $38K |
| Northwest Capital Management Inc | 0.01% | No change | 237 | $37K |
| Eukles Asset Management | 0.02% | Add +47.1% | 231 | $36K |
| Element Wealth, LLC | 0.02% | No change | 225 | $35K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $35K |
| Caitlin John, LLC | 0.03% | Reduce -37.8% | 224 | $35K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $34K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $34K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -2.3% | 210 | $33K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 198 | $31K |
| Castleview Partners, LLC | 0.02% | Add +5.3% | 197 | $31K |
| West Branch Capital LLC | 0.01% | New | 194 | $30K |
| Pingora Partners LLC | 0.02% | New | 190 | $30K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.8% | 185 | $29K |
| Main Street Group, LTD | 0.01% | No change | 186 | $29K |
| Nemes Rush Group LLC | 0.00% | Add +100.0% | 184 | $29K |
| Morling Financial Advisors, LLC | 0.02% | No change | 176 | $27K |
| Rothschild Investment LLC | 0.00% | Add +9.4% | 174 | $27K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 164 | $26K |
| SouthState Bank Corp | 0.00% | Add +134.3% | 164 | $26K |
| Addison Advisors LLC | 0.01% | Add +1.2% | 163 | $25K |
| Global Wealth Strategies & Associates | 0.01% | Add +47.7% | 158 | $25K |
| Abound Wealth Management | 0.01% | Add +1.5% | 133 | $21K |
| Private Capital Management LLC | 0.00% | No change | 133 | $21K |
| Versant Capital Management, Inc | 0.01% | No change | 132 | $21K |
| Global Trust Asset Management, LLC | 0.01% | No change | 129 | $20K |
| McIlrath & Eck, LLC | 0.00% | Reduce -30.1% | 123 | $19K |
| Aspire Private Capital, LLC | 0.01% | No change | 121 | $19K |
| Coston, McIsaac & Partners | 0.01% | No change | 116 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 115 | $17K |
| LifeSteps Financial, Inc. | 0.01% | New | 109 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $17K |
| First Community Trust NA | 0.02% | New | 104 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | New | 100 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 100 | $16K |
| Global Assets Advisory, LLC | 0.01% | New | 100 | $15K |
| Pineridge Advisors LLC | 0.01% | Add +39.4% | 99 | $15K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.2% | 86 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +72.0% | 86 | $13K |
| Raleigh Capital Management Inc. | 0.01% | No change | 81 | $13K |
| BlackRock Inc. | 0.00% | Reduce -1.3% | 74 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +78.0% | 73 | $11K |
| Country Trust Bank | 0.00% | No change | 68 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 63 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 60 | $9K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $9K |
| MilWealth Group LLC | 0.00% | Reduce -23.7% | 58 | $9K |
| Northwest Investment Counselors, LLC | 0.00% | New | 55 | $9K |
| Central Bank & Trust Co. | 0.00% | No change | 53 | $8K |
| Integrity Financial Corp | 0.01% | No change | 50 | $8K |
| HM Payson & Co. | 0.00% | No change | 50 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 49 | $8K |
| Tower View Wealth Management LLC | 0.00% | Add +2.2% | 47 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -25.0% | 45 | $7K |
| Carolina Wealth Advisors, LLC | 0.00% | Reduce -62.3% | 43 | $7K |
| Vima LLC | 0.01% | No change | 49 | $7K |
| TFC Financial Management, Inc. | 0.00% | No change | 36 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $5K |
| Peoples Bank | 0.00% | No change | 35 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -51.5% | 33 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +135.7% | 33 | $5K |
| Dunhill Financial, LLC | 0.00% | New | 33 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -69.2% | 33 | $5K |
| Westside Investment Management, Inc. | 0.00% | New | 29 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 27 | $4K |
| Main Management LLC | 0.00% | No change | 27 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 24 | $4K |
| Sittner & Nelson, LLC | 0.00% | New | 22 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 18 | $3K |
| Family Asset Management, LLC | 0.00% | New | 18 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | — | 18 | $3K |
| Motco | 0.00% | No change | 17 | $3K |
| PFS Partners, LLC | 0.00% | No change | 16 | $3K |
| Breakwater Investment Management | 0.00% | — | 15 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 14 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 14 | $2K |
| PrairieView Partners, LLC | 0.00% | Reduce -97.9% | 7 | $2K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $2K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Gables Capital Management Inc. | 0.00% | New | 6 | $935 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 5 | $780 |
| Pacifica Partners Inc. | 0.00% | No change | 3 | $457 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $312 |
"% of holder's portfolio" is VOE's weight in each manager's 13F, not the share of Vngrd Mrngstr MD-Cap Val ETF the manager owns.