Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q2 2024 (June 30)985holders +5
62new positions
59sold out
5famous investors
$146.65avg. 13F price*
At the end of Q2 2024, 985 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 5 from Q1 2024. 62 opened new positions and 59 sold out. The largest holders were Betterment LLC ($728.4M), Morgan Stanley ($690.2M) and Assetmark, Inc. ($528.4M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngstr MD-Cap Val ETF
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $88.5M |
| Exits | 59 | $28.7M |
All 13F filers, Q1 2024 → Q2 2024: 4,769,923 shares bought and 2,324,613 shares sold, net +2,445,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 985 holders
| Betterment LLC | 1.89% | Reduce -10.6% | 4,842,178 | $728.4M |
| Morgan Stanley | 0.05% | Add +3.6% | 4,588,014 | $690.2M |
| Assetmark, Inc. | 1.63% | Add +4.2% | 3,512,597 | $528.4M |
| Royal Bank of Canada | 0.11% | Add +5.5% | 3,132,218 | $471.2M |
| Bank of America Corp. | 0.04% | Add +0.1% | 3,075,088 | $462.6M |
| Jones Financial Companies LLLP | 0.40% | Add +4.7% | 2,309,410 | $347.4M |
| Wells Fargo & Company | 0.08% | Reduce -2.0% | 1,935,781 | $291.2M |
| Tiaa Trust, National Association | 0.84% | Reduce -4.8% | 1,803,802 | $271.3M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -12.8% | 1,572,714 | $236.6M |
| UBS Group AG | 0.07% | Reduce -0.9% | 1,535,047 | $230.9M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.4% | 1,454,084 | $218.7M |
| Axiom Advisory, LLC | 2.06% | Add +6399.2% | 1,247,070 | $189.2M |
| Stephens Group Asset Management, LLC | 13.05% | Add +0.6% | 951,144 | $143.1M |
| LPL Financial LLC | 0.07% | Add +3.5% | 919,206 | $138.3M |
| FMR LLC | 0.01% | Reduce -0.6% | 909,538 | $136.8M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 899,686 | $135.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +0.4% | 812,047 | $122.2M |
| Moneta Group Investment Advisors LLC | 1.78% | Add +0.7% | 741,984 | $111.6M |
| EP Wealth Advisors, LLC | 1.17% | Add +12.3% | 730,634 | $109.9M |
| Waverly Advisors, LLC | 2.03% | Reduce -6.4% | 687,052 | $103.4M |
| Rockefeller Capital Management L.P. | 0.28% | Reduce -0.3% | 651,906 | $98.1M |
| Orgel Wealth Management, LLC | 2.58% | Add +9.1% | 635,511 | $95.6M |
| Focus Partners Wealth | 0.28% | Add +113.3% | 553,270 | $83.2M |
| Stifel Financial Corp. | 0.09% | Add +0.1% | 540,659 | $81.3M |
| Pacific Life Fund Advisors LLC | 7.85% | Add +0.7% | 522,801 | $78.6M |
| Money Design Co.,Ltd. | 4.12% | Add +7.3% | 508,519 | $76.5M |
| SYM FINANCIAL Corp | 12.17% | Add +3.1% | 507,447 | $76.3M |
| Avior Wealth Management, LLC | 3.23% | Add +15.8% | 498,986 | $75.0M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -1.1% | 471,399 | $70.9M |
| Osaic Holdings, Inc. | 0.16% | Reduce -7.3% | 436,626 | $65.7M |
| Mariner, LLC | 0.12% | Add +6.4% | 423,126 | $63.6M |
| US Bancorp \de | 0.08% | Add +1.1% | 413,423 | $62.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -1.3% | 405,938 | $61.1M |
| Truist Financial Corp. | 0.09% | Reduce -1.7% | 375,324 | $56.5M |
| Creative Planning | 0.06% | Add +21.8% | 366,165 | $55.1M |
| Equitable Holdings, Inc. | 0.55% | Reduce -25.9% | 349,900 | $52.6M |
| Rodgers & Associates, LTD | 6.60% | Add +6.2% | 341,139 | $51.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 331,527 | $49.9M |
| McAdam, LLC | 2.67% | Add +11.0% | 294,561 | $44.3M |
| Inspirion Wealth Advisors, LLC | 6.17% | Add +2.7% | 268,201 | $40.3M |
| Trust Co | 5.16% | Add +0.8% | 265,902 | $40.0M |
| Lincoln National Corp. | 1.34% | Reduce -19.9% | 264,210 | $39.7M |
| Private Advisor Group, LLC | 0.26% | Reduce -0.1% | 254,347 | $38.3M |
| 1832 Asset Management L.P. | 0.07% | Reduce -5.1% | 252,630 | $38.0M |
| Krilogy Financial LLC | 2.63% | Add +1.8% | 236,927 | $35.6M |
| Marotta Asset Management | 7.35% | Reduce -1.0% | 238,555 | $35.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +9.1% | 235,989 | $35.5M |
| Cetera Investment Advisers | 0.08% | Reduce -1.1% | 229,688 | $34.6M |
| MML Investors Services, LLC | 0.13% | Reduce -6.7% | 219,021 | $32.9M |
| Falcon Wealth Planning | 3.96% | Add +2.8% | 202,575 | $30.5M |
| HighTower Advisors, LLC | 0.05% | Add +6.6% | 199,751 | $30.1M |
| Kestra Advisory Services, LLC | 0.17% | Add +69.3% | 206,952 | $30.0M |
| Condor Capital Management | 2.84% | Reduce -1.5% | 197,229 | $29.7M |
| Summit Financial, LLC | 1.35% | Reduce -2.7% | 195,074 | $29.5M |
| Kwmg, LLC | 2.98% | Add +1.1% | 183,538 | $27.6M |
| Symmetry Partners, LLC | 1.37% | New | 177,418 | $26.7M |
| Roberts Financial Services LLC | 5.13% | Add +1.1% | 169,493 | $25.5M |
| Bragg Financial Advisors, Inc | 1.13% | Add +0.7% | 168,103 | $25.3M |
| Total Wealth Planning, LLC | 4.06% | Add +2.9% | 156,710 | $24.7M |
| WoodTrust Financial Corp | 3.74% | New | 159,994 | $24.1M |
| BHK Investment Advisors, LLC | 9.17% | Reduce -3.5% | 155,348 | $23.4M |
| Shakespeare Wealth Management, LLC | 6.70% | Add +12.7% | 154,258 | $23.2M |
| BNP Paribas Financial Markets | 0.03% | Add +191.1% | 152,901 | $23.0M |
| NewEdge Advisors, LLC | 0.17% | Add +6.4% | 152,355 | $22.9M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -5.8% | 148,598 | $22.4M |
| Benjamin F. Edwards & Company, Inc. | 0.37% | Add +1.6% | 140,057 | $21.1M |
| Praetorian Wealth Management, Inc. | 5.30% | Add +2.0% | 137,568 | $20.7M |
| Raymond James & Associates | 0.01% | Add +5.6% | 135,527 | $20.4M |
| Bank of Montreal | 0.01% | Reduce -7.7% | 129,959 | $19.8M |
| Captrust Financial Advisors | 0.06% | Add +1.9% | 129,944 | $19.5M |
| Blair William & Co. | 0.06% | Add +5.6% | 128,341 | $19.3M |
| Wilmington Savings Fund Society, FSB | 0.74% | Add +4.9% | 127,577 | $19.2M |
| Ellevest, Inc. | 1.13% | Add +2.6% | 125,698 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -8.1% | 125,636 | $18.9M |
| Stephens Inc. | 0.28% | Reduce -1.0% | 123,666 | $18.6M |
| Aire Advisors, LLC | 4.18% | Add +0.7% | 121,972 | $18.3M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +4.5% | 116,615 | $17.6M |
| Avion Wealth | 4.76% | Reduce -0.2% | 114,739 | $17.3M |
| Baird Financial Group, Inc. | 0.04% | Add +2.2% | 113,033 | $17.0M |
| Arvest Investments, Inc. | 2.68% | Reduce -3.0% | 111,353 | $16.8M |
| Clayton Financial Group LLC | 7.09% | Add +6.4% | 105,118 | $16.4M |
| Sage Financial Group Inc. | 1.41% | Add +0.9% | 108,371 | $16.3M |
| Ledyard National Bank | 1.56% | Reduce -0.5% | 107,002 | $16.1M |
| Peapack Gladstone Financial Corp. | 0.23% | Reduce -0.2% | 100,973 | $15.2M |
| Evensky & Katz LLC | 1.04% | Reduce -1.0% | 99,369 | $14.9M |
| Fifth Third Bancorp | 0.06% | Add +1.7% | 99,274 | $14.9M |
| Prudential Financial Inc. | 0.02% | Add +1.5% | 98,591 | $14.8M |
| Presilium Private Wealth, LLC | 3.69% | Add +5.7% | 97,111 | $14.6M |
| Asset Management Group, Inc. | 2.21% | Add +0.2% | 96,759 | $14.6M |
| Sepio Capital, LP | 1.23% | Add +0.2% | 89,095 | $13.4M |
| Capital Advantage, Inc. | 2.73% | Reduce -33.3% | 89,114 | $13.3M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -1.3% | 88,614 | $13.3M |
| Natixis Advisors, LLC | 0.03% | Reduce -49.4% | 87,693 | $13.2M |
| Chicago Partners Investment Group LLC | 0.50% | Add +2.6% | 81,534 | $13.0M |
| Atlas Capital Advisors Inc. | 1.64% | Reduce -2.6% | 83,634 | $12.6M |
| State of Wisconsin - Board of Commissioners of Public Lands | 2.95% | No change | 81,535 | $12.3M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.97% | Reduce -3.1% | 80,922 | $12.2M |
| ProVise Management Group, LLC | 1.01% | Add +3.3% | 79,081 | $11.9M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -7.3% | 78,438 | $11.8M |
| Annapolis Financial Services, LLC | 3.79% | Add +6.6% | 77,841 | $11.7M |
| Avantax Planning Partners, Inc. | 0.36% | Reduce -5.2% | 75,039 | $11.3M |
| Lutz Financial Services LLC | 0.97% | Reduce -7.6% | 73,850 | $11.1M |
| Compton Wealth Advisory Group, LLC | 2.95% | Add +1.0% | 73,694 | $11.1M |
| LMCG Investments, LLC | 0.64% | Add +2.7% | 73,427 | $11.0M |
| Prosperity Planning, Inc. | 3.74% | Reduce -8.3% | 72,508 | $10.9M |
| DAVENPORT & Co LLC | 0.07% | Reduce -1.5% | 70,919 | $10.7M |
| Advisory Alpha, LLC | 0.41% | Add +66.7% | 68,540 | $10.3M |
| Geneos Wealth Management Inc. | 0.45% | Add +1.0% | 67,835 | $10.2M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -8.7% | 67,222 | $10.1M |
| Legacies Wealth LLC | 8.79% | Reduce -0.5% | 66,845 | $10.1M |
| KPP Advisory Services LLC | 2.67% | Reduce -4.2% | 66,720 | $10.0M |
| O'shaughnessy Asset Management, LLC | 0.10% | Add +2.9% | 66,192 | $10.0M |
| Eagle Strategies LLC | 1.89% | Add +1075.1% | 65,792 | $9.9M |
| Bokf, NA | 0.18% | Add +1.3% | 65,001 | $9.8M |
| OLIO Financial Planning | 4.11% | Reduce -0.2% | 66,934 | $9.7M |
| Visionary Wealth Advisors | 0.63% | Add +0.0% | 64,536 | $9.7M |
| Strategic Investment Advisors / MI | 1.18% | Add +3.5% | 64,074 | $9.6M |
| Cary Street Partners Investment Advisory LLC | 0.39% | Reduce -22.6% | 63,657 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.5% | 63,637 | $9.6M |
| Leavell Investment Management, Inc. | 0.52% | Reduce -2.7% | 62,237 | $9.4M |
| Cornerstone Planning Group LLC | 2.70% | Add +6.9% | 61,878 | $9.4M |
| Cary Street Partners Asset Management LLC | 1.38% | Reduce -10.9% | 86,145 | $9.4M |
| Scott Capital Advisors, LLC | 2.68% | Reduce -1.2% | 60,717 | $9.1M |
| Merit Financial Group, LLC | 0.20% | Reduce -1.7% | 60,265 | $9.1M |
| Columbia Advisory Partners LLC | 8.81% | Reduce -5.4% | 60,017 | $9.0M |
| JMG Financial Group, Ltd. | 0.33% | Add +0.8% | 59,577 | $9.0M |
| Cwm, LLC | 0.04% | Add +5.7% | 58,597 | $8.8M |
| Northern Trust Corp. | 0.00% | Add +11.1% | 58,310 | $8.8M |
| Comerica Bank | 0.04% | Reduce -2.2% | 58,272 | $8.8M |
| Park Avenue Securities LLC | 0.11% | Add +3.5% | 57,411 | $8.6M |
| Iron Horse Wealth Management, LLC | 3.26% | Add +2.8% | 56,769 | $8.5M |
| Commerce Bank | 0.05% | Reduce -1.6% | 56,187 | $8.5M |
| MAI Capital Management | 0.08% | Reduce -2.7% | 55,509 | $8.4M |
| Exencial Wealth Advisors, LLC | 0.31% | Reduce -1.9% | 55,281 | $8.3M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -1.3% | 55,197 | $8.3M |
| Simplicity Wealth,LLC | 0.19% | Reduce -1.3% | 55,197 | $8.3M |
| SPC Financial, Inc. | 0.75% | Reduce -1.1% | 53,847 | $8.1M |
| Highland Capital Management, LLC | 0.48% | Reduce -2.6% | 53,709 | $8.1M |
| RTD Financial Advisors, Inc. | 1.07% | Reduce -0.5% | 53,089 | $8.0M |
| Provident Wealth Management, LLC | 2.92% | Add +6.2% | 52,980 | $8.0M |
| D.A. Davidson & Co. | 0.07% | Reduce -10.4% | 51,563 | $7.8M |
| Alesco Advisors, LLC, An ESL Co | 0.25% | Reduce -0.6% | 51,448 | $7.7M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Add +3.8% | 51,172 | $7.7M |
| AE Wealth Management LLC | 0.08% | Reduce -2.1% | 50,688 | $7.6M |
| Whitegate Investment Counselors, Inc. | 2.16% | Add +3.9% | 50,553 | $7.6M |
| Goepper Burkhardt LLC | 3.44% | Reduce -1.0% | 50,492 | $7.6M |
| Manchester Capital Management LLC | 0.91% | No change | 50,426 | $7.6M |
| Texas Yale Capital Corp. | 0.36% | No change | 50,172 | $7.5M |
| Opes Wealth Management LLC | 1.56% | Add +0.8% | 49,638 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Reduce -4.1% | 49,154 | $7.4M |
| Allworth Financial LP | 0.05% | Reduce -1.5% | 47,348 | $7.4M |
| Bryn Mawr Trust Advisors, LLC | 0.40% | Add +11.6% | 48,137 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | — | 48,007 | $7.2M |
| Brickley Wealth Management | 1.55% | Reduce -0.2% | 47,184 | $7.1M |
| Kohmann Bosshard Financial Services, LLC | 0.95% | Reduce -31.5% | 47,020 | $7.1M |
| Dakota Wealth Management | 0.16% | Reduce -10.7% | 46,142 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +3.2% | 45,778 | $6.9M |
| SWAN Capital LLC | 3.67% | Reduce -30.8% | 44,840 | $6.7M |
| Advisory Services Network, LLC | 0.14% | Add +2.0% | 44,840 | $6.7M |
| Financial Counselors Inc. | 0.11% | Add +0.6% | 43,761 | $6.6M |
| Alpha Omega Wealth Management LLC | 1.24% | Add +1.9% | 43,175 | $6.5M |
| Cranbrook Wealth Management, LLC | 1.59% | Reduce -0.3% | 43,054 | $6.5M |
| Ruggaard & Associates LLC | 2.98% | Reduce -0.2% | 42,852 | $6.4M |
| UMB Bank, n.a. | 0.11% | Reduce -0.6% | 42,766 | $6.4M |
| Corient Private Wealth LP | 0.01% | Add +1.8% | 42,731 | $6.4M |
| Pittenger & Anderson Inc. | 0.26% | No change | 42,524 | $6.4M |
| Financial Planning & Information Services, Inc. | 0.97% | Reduce -9.0% | 42,378 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.1% | 42,237 | $6.4M |
| Smallwood Wealth Investment Management, LLC | 4.91% | Add +1.4% | 42,222 | $6.4M |
| Estate Counselors, LLC | 0.69% | New | 41,895 | $6.3M |
| Old National Bancorp | 0.15% | Reduce -1.5% | 41,416 | $6.2M |
| SOA Wealth Advisors, LLC. | 1.25% | Reduce -4.3% | 41,330 | $6.2M |
| Bangor Savings Bank | 0.62% | Reduce -4.8% | 41,171 | $6.2M |
| Petix & Botte Co | 1.73% | Add +48.6% | 40,503 | $6.1M |
| Cassady Schiller Wealth Management, LLC | 2.46% | Add +5.0% | 40,294 | $6.1M |
| Regal Investment Advisors LLC | 0.40% | Add +0.8% | 39,693 | $6.0M |
| LPF Advisors LLC | 5.46% | Add +1.7% | 39,394 | $5.9M |
| First Horizon Advisors, Inc. | 0.18% | Reduce -1.6% | 39,229 | $5.9M |
| Perigon Wealth Management, LLC | 0.17% | Add +0.9% | 38,663 | $5.8M |
| Mosaic Family Wealth Partners, LLC | 0.92% | Add +4.2% | 37,922 | $5.7M |
| Taylor & Morgan Wealth Management, LLC | 3.97% | Reduce -3.9% | 37,357 | $5.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.26% | Add +1.0% | 37,254 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +6.3% | 37,054 | $5.6M |
| Sharper & Granite LLC | 2.65% | Add +7.8% | 36,990 | $5.6M |
| Pathstone Holdings, LLC | 0.02% | Add +46.8% | 36,554 | $5.5M |
| Mgo One Seven LLC | 0.26% | Reduce -2.6% | 36,532 | $5.5M |
| Spire Wealth Management | 0.19% | Add +16.9% | 36,302 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +2.4% | 35,110 | $5.3M |
| Cresset Asset Management, LLC | 0.02% | Add +193.4% | 34,987 | $5.3M |
| Stevens Capital Partners | 2.73% | Add +7.8% | 35,167 | $5.3M |
| Weinberger Asset Management, Inc | 2.46% | Add +0.7% | 34,749 | $5.2M |
| King Wealth Management Group | 0.87% | Reduce -3.3% | 34,667 | $5.2M |
| National Bank of Canada | 0.01% | No change | 34,990 | $5.2M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -66.1% | 34,011 | $5.1M |
| FAS Wealth Partners, Inc. | 0.44% | Add +0.9% | 33,745 | $5.1M |
| TFB Advisors LLC | 1.64% | Add +2.1% | 33,542 | $5.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Add +18.0% | 32,994 | $5.0M |
| Fifth Third Securities, Inc. | 0.46% | Reduce -0.9% | 32,753 | $5.0M |
| Brown Advisory Inc. | 0.01% | Add +4.7% | 32,693 | $4.9M |
| SOL Capital Management CO | 0.58% | Reduce -2.4% | 32,245 | $4.9M |
| HFG Advisors, Inc. | 4.36% | Add +0.9% | 31,071 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 30,981 | $4.7M |
| Forza Wealth Management, LLC | 2.40% | Reduce -0.2% | 30,898 | $4.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +83.0% | 30,799 | $4.6M |
| Harbor Investment Advisory, LLC | 0.48% | Reduce -0.9% | 30,638 | $4.6M |
| Tenret Co LLC | 3.18% | Add +1.6% | 30,510 | $4.6M |
| Tocqueville Asset Management L.P. | 0.08% | Reduce -1.4% | 30,238 | $4.5M |
| HB Wealth Management, LLC | 0.05% | Add +0.0% | 30,234 | $4.5M |
| Accel Wealth Management | 1.82% | Add +2.7% | 30,219 | $4.5M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -1.4% | 30,079 | $4.5M |
| Hilltop National Bank | 1.45% | Add +7.7% | 30,022 | $4.5M |
| CX Institutional | 0.21% | Add +1.1% | 29,664 | $4.5M |
| JNBA Financial Advisors | 0.47% | Reduce -4.7% | 29,353 | $4.4M |
| Councilor Wealth, LLC | 2.25% | Add +10.8% | 28,985 | $4.4M |
| Twin Focus Capital Partners, LLC | 0.68% | Add +3.3% | 28,156 | $4.2M |
| GC Wealth Management RIA, LLC | 0.83% | Reduce -0.2% | 27,984 | $4.2M |
| Zeit Capital LLC | 3.41% | Reduce -0.5% | 27,939 | $4.2M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +0.6% | 25,975 | $4.1M |
| Associated Banc-Corp | 0.13% | Reduce 0.0% | 27,330 | $4.1M |
| Echo45 Advisors LLC | 2.86% | Reduce -12.3% | 27,080 | $4.1M |
| Mutual Advisors, LLC | 0.12% | Add +1.3% | 25,395 | $4.0M |
| Bruce G. Allen Investments, LLC | 3.33% | Add +2.2% | 26,330 | $4.0M |
| Millburn Ridgefield LLC | 0.11% | No change | 26,295 | $4.0M |
| Glenview Trust Co | 0.08% | Add +0.8% | 26,075 | $3.9M |
| Midwest Financial Group LLC | 2.49% | Add +2.3% | 26,008 | $3.9M |
| TAGStone Capital, Inc. | 2.20% | Add +1.3% | 25,677 | $3.9M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -51.5% | 25,526 | $3.8M |
| First United Bank & Trust | 1.42% | Add +1.6% | 25,284 | $3.8M |
| Eclectic Associates Inc. | 1.68% | Add +7.6% | 25,166 | $3.8M |
| Becker Capital Management Inc. | 0.13% | Reduce -0.1% | 24,948 | $3.8M |
| Choreo, LLC | 0.06% | Add +22.4% | 25,207 | $3.8M |
| Ascent Group, LLC | 0.31% | Add +49.9% | 24,956 | $3.8M |
| Maltin Wealth Management, Inc. | 2.02% | Add +4.8% | 24,948 | $3.8M |
| LifePlan Investment Advisors, Inc. | 2.68% | Add +3.5% | 24,739 | $3.7M |
| Valley National Advisers Inc. | 0.55% | Add +7.8% | 24,713 | $3.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +2.8% | 24,004 | $3.6M |
| Thrive Capital Management, LLC | 1.63% | New | 23,734 | $3.6M |
| Rovin Capital /Ut/ | 1.47% | Reduce -0.2% | 23,522 | $3.5M |
| Financial Guidance Group, Inc. | 2.17% | Reduce -20.2% | 23,519 | $3.5M |
| Tacita Capital Inc | 2.46% | Reduce -5.6% | 23,169 | $3.5M |
| Ifrah Financial Services, Inc. | 0.98% | Reduce -3.1% | 23,092 | $3.5M |
| Veridan Wealth LLC | 1.38% | — | 20,913 | $3.4M |
| Harbour Investments, Inc. | 0.12% | Add +0.8% | 22,736 | $3.4M |
| Jefferies Financial Group Inc. | 0.07% | Add +7.0% | 22,725 | $3.4M |
| Richard P Slaughter Associates Inc | 0.80% | Add +5.1% | 22,647 | $3.4M |
| Fee-Only Financial Planning, L.C. | 2.29% | Add +0.5% | 22,634 | $3.4M |
| Principal Securities, Inc. | 0.09% | Add +14.4% | 22,621 | $3.4M |
| Black Diamond Financial, LLC | 0.66% | Add +1.4% | 22,556 | $3.4M |
| Savant Capital, LLC | 0.03% | Add +43.4% | 22,316 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +17.1% | 22,134 | $3.3M |
| Composition Wealth, LLC | 0.08% | Reduce -2.4% | 22,010 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +5.1% | 21,984 | $3.3M |
| FinTrust Capital Advisors, LLC | 0.59% | Add +0.7% | 21,691 | $3.3M |
| Mustard Seed Financial, LLC | 3.10% | Add +2.8% | 21,545 | $3.2M |
| Everhart Financial Group, Inc. | 0.84% | Add +2.1% | 21,486 | $3.2M |
| LPWM LLC | 1.11% | Reduce -0.5% | 21,487 | $3.2M |
| Stokes Family Office, LLC | 0.37% | No change | 21,040 | $3.2M |
| Stage Harbor Financial, LLC | 2.98% | No change | 20,528 | $3.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.3% | 20,603 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -0.5% | 20,339 | $3.1M |
| Clear Harbor Asset Management, LLC | 0.27% | Add +3.3% | 20,293 | $3.1M |
| Signet Financial Management, LLC | 0.41% | Reduce -10.1% | 20,013 | $3.0M |
| Tudor Investment Corporation | 0.03% | New | 19,807 | $3.0M |
| IVC Wealth Advisors LLC | 1.66% | Add +2.9% | 19,691 | $3.0M |
| Sterling Financial Planning, Inc. | 1.20% | Reduce -6.1% | 19,619 | $3.0M |
| Brighton Jones LLC | 0.10% | Add +0.6% | 19,496 | $2.9M |
| White Lighthouse Investment Management Inc. | 0.56% | Reduce -2.8% | 19,454 | $2.9M |
| MSH Capital Advisors LLC | 0.98% | Add +0.5% | 19,416 | $2.9M |
| Sigma Planning Corp | 0.09% | Reduce -12.8% | 19,132 | $2.9M |
| Atria Investments, Inc | 0.04% | Reduce -3.0% | 19,084 | $2.9M |
| Wedmont Private Capital | 0.18% | Reduce -3.9% | 18,398 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +4.9% | 18,714 | $2.8M |
| Tritonpoint Wealth, LLC | 0.27% | Reduce -15.5% | 18,645 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.3% | 18,718 | $2.8M |
| Valley Wealth Managers, Inc. | 0.22% | Reduce -0.7% | 18,693 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.46% | Add +2.8% | 18,425 | $2.8M |
| Insigneo Advisory Services, LLC | 0.31% | Add +0.7% | 18,183 | $2.8M |
| Verus Capital Partners, LLC | 0.28% | Add +4.0% | 18,248 | $2.7M |
| Cooksen Wealth, LLC | 2.75% | Add +1.7% | 18,125 | $2.7M |
| Safeguard Financial, LLC | 0.75% | Add +1.6% | 17,984 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +48.4% | 17,916 | $2.7M |
| Stillwater Capital Advisors, LLC | 0.37% | Reduce -1.3% | 17,789 | $2.7M |
| WealthShield Partners, LLC | 0.41% | Add +16.9% | 17,624 | $2.7M |
| Collective Family Office LLC | 0.78% | Add +27.7% | 17,656 | $2.7M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -6.6% | 17,076 | $2.6M |
| Checchi Capital Advisers, LLC | 0.20% | Reduce -24.0% | 16,724 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 1.07% | Add +1.1% | 16,704 | $2.5M |
| CBIZ Investment Advisory Services, LLC | 0.14% | Reduce -15.8% | 16,027 | $2.4M |
| Capital Square, LLC | 1.55% | Add +0.3% | 15,135 | $2.4M |
| CENTRAL TRUST Co | 0.06% | Reduce -16.7% | 15,722 | $2.4M |
| Bank of Hawaii | 0.11% | Add +15.0% | 15,442 | $2.3M |
| RMR Capital Management, LLC | 2.11% | Reduce -0.9% | 15,353 | $2.3M |
| Cascade Financial Partners, LLC | 0.30% | Add +3.3% | 15,274 | $2.3M |
| Simmons Bank | 0.17% | Reduce -4.5% | 15,056 | $2.3M |
| Washington Trust Advisors, Inc. | 0.21% | Reduce -5.4% | 15,022 | $2.3M |
| Grove Bank & Trust | 0.36% | Add +8.1% | 14,774 | $2.2M |
| Empirical Finance, LLC | 0.14% | No change | 14,732 | $2.2M |
| 180 Wealth Advisors, LLC | 0.36% | Reduce -0.9% | 14,356 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -6.2% | 14,545 | $2.2M |
| SageView Advisory Group, LLC | 0.14% | New | 14,529 | $2.2M |
| AIMZ Investment Advisors, LLC | 0.78% | Add +2.4% | 14,528 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +32.3% | 14,463 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.8% | 14,326 | $2.2M |
| D. E. Shaw & Co. | 0.00% | New | 14,094 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +71.5% | 13,768 | $2.1M |
| Phillips Financial Management, LLC | 0.17% | Reduce -0.5% | 13,663 | $2.1M |
| Center For Asset Management LLC | 1.35% | Add +1.9% | 13,545 | $2.0M |
| Sagace Wealth Management LLC | 1.99% | — | 12,926 | $2.0M |
| Werba Rubin Papier Wealth Management | 0.56% | Add +62.3% | 13,391 | $2.0M |
| Ally Invest Advisors Inc. | 0.19% | Add +13.7% | 13,275 | $2.0M |
| Leading Edge Financial Planning LLC | 0.80% | New | 13,209 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +7.7% | 13,179 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -9.0% | 13,099 | $2.0M |
| Willis Johnson & Associates, Inc. | 0.16% | Add +6.2% | 13,016 | $2.0M |
| Etfidea, LLC | 0.66% | Add +0.0% | 12,931 | $1.9M |
| AMG National Trust Bank | 0.05% | Add +5.2% | 12,618 | $1.9M |
| Global Retirement Partners, LLC | 0.06% | Add +3.2% | 12,614 | $1.9M |
| Citigroup Inc. | 0.00% | Add +14.8% | 12,585 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.0% | 12,534 | $1.9M |
| Index Fund Advisors, Inc. | 0.11% | Reduce -1.8% | 12,534 | $1.9M |
| Wealth Alliance, LLC | 0.24% | Reduce -0.0% | 12,503 | $1.9M |
| Granite FO LLC | 1.20% | No change | 12,460 | $1.9M |
| MTM Financial Group, LLC | 1.19% | No change | 12,416 | $1.9M |
| Wescott Financial Advisory Group, LLC | 0.22% | Add +1.8% | 12,335 | $1.9M |
| SilverOak Wealth Management LLC | 0.44% | Reduce -0.1% | 12,280 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +3.7% | 12,257 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Add +3.7% | 11,957 | $1.8M |
| Girard Partners LTD. | 0.17% | Reduce -3.3% | 11,948 | $1.8M |
| Wambolt & Associates, LLC | 0.52% | Add +4.0% | 11,967 | $1.8M |
| &partners | 0.08% | Add +194.5% | 11,814 | $1.8M |
| Pathway Financial Advisors LLC | 0.48% | No change | 11,771 | $1.8M |
| Clark Financial Services Group Inc. | 1.85% | Add +5.2% | 11,689 | $1.8M |
| Culbertson A N & Co. Inc. | 0.30% | Add +1.5% | 11,511 | $1.7M |
| Forte Capital LLC | 0.21% | Reduce -32.9% | 11,417 | $1.7M |
| Well Done, LLC | 0.36% | Reduce -2.9% | 11,369 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.31% | Reduce -2.7% | 11,342 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +16.3% | 11,313 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +29.5% | 11,172 | $1.7M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $1.7M |
| General American Investors Co. Inc. | 0.12% | No change | 11,000 | $1.7M |
| Mather Group, Llc. | 0.02% | Add +9.4% | 10,608 | $1.7M |
| Breed's Hill Capital LLC | 1.46% | No change | 10,945 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.57% | Add +1.0% | 10,879 | $1.6M |
| Argent Trust Co | 0.07% | Reduce -0.6% | 10,847 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +28.2% | 10,825 | $1.6M |
| Roof Eidam Maycock Peralta, LLC | 0.44% | Add +4.7% | 10,815 | $1.6M |
| Trivium Point Advisory, LLC | 0.24% | Reduce -10.1% | 10,811 | $1.6M |
| Ballentine Partners, LLC | 0.03% | No change | 10,746 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Reduce -22.6% | 10,711 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +12.6% | 10,709 | $1.6M |
| Sterling Financial Group, Inc. | 0.72% | No change | 10,520 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Add +10.4% | 10,311 | $1.6M |
| Staley Capital Advisers Inc. | 0.07% | No change | 10,285 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.5% | 10,190 | $1.5M |
| Insight Advisors, LLC/ PA | 0.28% | No change | 10,113 | $1.5M |
| Evergreen Wealth Management, LLC | 1.00% | No change | 10,074 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +9.1% | 10,008 | $1.5M |
| Pacific Sun Financial Corp | 0.87% | Reduce -4.5% | 9,795 | $1.5M |
| Rockingstone Advisors LLC | 0.75% | Reduce -1.4% | 9,720 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.16% | Reduce -0.2% | 787,723 | $1.5M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -0.2% | 9,669 | $1.5M |
| Planning Directions Inc. | 0.97% | Reduce -7.4% | 9,513 | $1.4M |
| Ieq Capital, LLC | 0.02% | No change | 9,476 | $1.4M |
| Ironsides Asset Advisors, LLC | 0.47% | Reduce -25.0% | 9,438 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.4% | 9,342 | $1.4M |
| Kiely Wealth Advisory Group, Inc. | 0.77% | Add +11.8% | 9,046 | $1.4M |
| SC&H Financial Advisors, Inc. | 0.34% | Reduce -1.9% | 9,284 | $1.4M |
| Cardiff Park Advisors, LLC | 0.13% | No change | 9,247 | $1.4M |
| Cadence Wealth Management LLC | 0.96% | Reduce -27.7% | 9,116 | $1.4M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.57% | Reduce -1.6% | 9,107 | $1.4M |
| Howland Capital Management LLC | 0.07% | Add +0.1% | 9,052 | $1.4M |
| Acropolis Investment Management, LLC | 0.09% | Reduce -1.8% | 8,993 | $1.4M |
| Baldwin Investment Management, LLC | 0.18% | No change | 8,913 | $1.3M |
| Noble Family Wealth, LLC | 0.38% | Reduce -17.7% | 8,880 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -1.8% | 8,832 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | No change | 8,828 | $1.3M |
| Nicolet Bankshares Inc. | 0.27% | Reduce -1.2% | 8,710 | $1.3M |
| Prudential PLC | 0.01% | Add +146.4% | 8,618 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +20.4% | 8,571 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +38.7% | 8,176 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Reduce -6.5% | 8,485 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -11.8% | 8,412 | $1.3M |
| Bluespring Wealth Management, LLC | 0.14% | Reduce -17.3% | 8,341 | $1.3M |
| Seeds Investor LLC | 0.64% | New | 8,359 | $1.3M |
| East Coast Asset Management, LLC. | 0.46% | No change | 8,339 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.6% | 8,266 | $1.3M |
| First American Trust, FSB | 0.12% | Add +29.6% | 8,262 | $1.2M |
| CJM Wealth Advisers, Ltd. | 0.46% | Reduce -2.2% | 8,320 | $1.2M |
| Cibc World Market Inc. | 0.00% | Reduce -20.9% | 8,234 | $1.2M |
| Main Street Financial Solutions, LLC | 0.12% | Add +34.3% | 8,208 | $1.2M |
| Moneco Advisors, LLC | 0.18% | Add +0.1% | 8,148 | $1.2M |
| Choate Investment Advisors | 0.03% | No change | 8,087 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.1% | 8,049 | $1.2M |
| First National Bank of Mount Dora, Trust Investment Services | 0.29% | No change | 7,974 | $1.2M |
| Whittier Trust Co. | 0.02% | Reduce -2.7% | 7,896 | $1.2M |
| Oakworth Capital, Inc. | 0.09% | Add +12.0% | 7,878 | $1.2M |
| Synovus Financial Corp. | 0.02% | Reduce -50.1% | 7,868 | $1.2M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -4.0% | 7,764 | $1.2M |
| Clear Creek Financial Management, LLC | 0.14% | Add +2.6% | 7,739 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +3.2% | 7,697 | $1.2M |
| World Investment Advisors | 0.07% | New | 7,690 | $1.2M |
| Dentgroup LLC | 0.93% | Reduce -0.4% | 7,634 | $1.1M |
| Arax Advisory Partners | 0.11% | No change | 7,552 | $1.1M |
| Parsons Capital Management Inc. | 0.08% | Add +0.3% | 7,456 | $1.1M |
| FDx Advisors, Inc. | 0.31% | Add +0.3% | 7,432 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Reduce -4.6% | 7,413 | $1.1M |
| GTS Securities LLC | 0.02% | Reduce -50.2% | 7,382 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +5.0% | 7,329 | $1.1M |
| My Legacy Advisors, LLC | 0.35% | Add +20.1% | 7,346 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.8% | 7,314 | $1.1M |
| Trust Co. of Vermont | 0.06% | Reduce -1.2% | 7,312 | $1.1M |
| Callan Family Office, LLC | 0.21% | New | 7,289 | $1.1M |
| Willner & Heller, LLC | 1.04% | Add +0.2% | 7,247 | $1.1M |
| Marino, Stram & Associates LLC | 0.27% | Reduce -5.8% | 7,216 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -4.6% | 7,137 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +16.3% | 7,097 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +0.0% | 7,090 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +22.7% | 7,068 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -4.5% | 7,039 | $1.1M |
| Novak & Powell Financial Services, Inc. | 0.66% | Add +50.4% | 7,016 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +3.4% | 6,982 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -1.1% | 6,974 | $1.0M |
| Chemistry Wealth Management LLC | 0.27% | Add +10.9% | 6,955 | $1.0M |
| Revolve Wealth Partners, LLC | 0.17% | Reduce -4.1% | 6,950 | $1.0M |
| BKM Wealth Management, LLC | 0.50% | Add +9.7% | 6,923 | $1.0M |
| Zhang Financial LLC | 0.07% | No change | 6,861 | $1.0M |
| Topel & Distasi Wealth Management, LLC | 0.45% | Reduce -7.2% | 6,830 | $1.0M |
| Victory Financial Group, LLC | 0.48% | Reduce -7.0% | 6,826 | $1.0M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -2.5% | 6,820 | $1.0M |
| Members Wealth LLC | 0.68% | — | 6,121 | $1.0M |
| Schwallier Wealth Management LLC | 0.82% | Reduce -7.8% | 6,698 | $1.0M |
| Intergy Private Wealth, LLC | 0.41% | Add +5.6% | 6,621 | $996K |
| Empowered Funds, LLC | 0.02% | Add +8.6% | 6,574 | $989K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +1.4% | 6,547 | $985K |
| Opinicus Capital, Inc. | 0.83% | Reduce -5.2% | 6,545 | $985K |
| American Institute for Advanced Investment Management, LLP | 0.75% | No change | 6,537 | $983K |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 6,451 | $970K |
| 1834 Investment Advisors Co. | 0.12% | Add +30.1% | 6,377 | $959K |
| Baker Ellis Asset Management LLC | 0.14% | Reduce -15.3% | 6,370 | $958K |
| 9258 Wealth Management, LLC | 0.15% | Reduce -4.9% | 6,346 | $955K |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -3.6% | 6,327 | $952K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -63.0% | 6,263 | $948K |
| Hexagon Capital Partners LLC | 0.21% | Reduce -2.1% | 6,283 | $945K |
| Wrapmanager Inc. | 0.26% | Reduce -1.5% | 6,256 | $941K |
| KMG Fiduciary Partners, LLC | 0.09% | Reduce -0.3% | 6,239 | $939K |
| TD Private Client Wealth LLC | 0.03% | Reduce -5.2% | 6,168 | $928K |
| Atlas Brown,Inc. | 0.33% | Reduce -44.8% | 6,138 | $923K |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Add +5.9% | 6,122 | $921K |
| Berkeley, Inc | 0.57% | Reduce -81.7% | 6,120 | $921K |
| Aveo Capital Partners, LLC | 0.10% | Add +1.3% | 6,118 | $920K |
| Waypoint Capital Advisors, LLC | 0.23% | No change | 6,070 | $913K |
| Guidance Point Advisors, LLC | 0.30% | No change | 6,069 | $913K |
| DDFG, Inc | 0.28% | Reduce -0.8% | 6,055 | $911K |
| Summit Trail Advisors, LLC | 0.02% | No change | 5,966 | $903K |
| Legacy Edge Advisors, LLC | 0.17% | Add +4.6% | 5,971 | $898K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -26.5% | 5,956 | $896K |
| Raymond James Trust N.A. | 0.02% | Add +48.0% | 5,948 | $895K |
| Essex Financial Services, Inc. | 0.07% | Add +21.9% | 5,742 | $890K |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.9% | 5,895 | $887K |
| Truepoint, Inc. | 0.03% | Reduce -20.6% | 5,851 | $880K |
| Heartwood Wealth Advisors LLC | 0.10% | Add +7.0% | 5,798 | $872K |
| Magnus Financial Group LLC | 0.10% | No change | 5,778 | $869K |
| St. Louis Trust Co | 0.13% | Add +4.8% | 5,745 | $864K |
| Caprock Group, LLC | 0.04% | Add +161.6% | 5,695 | $862K |
| Next Level Private LLC | 0.39% | No change | 5,681 | $855K |
| PFG Investments, LLC | 0.06% | Reduce -43.5% | 5,665 | $852K |
| Franklin Resources Inc. | 0.00% | No change | 5,656 | $851K |
| Prossimo Advisors, LLC | 0.76% | New | 5,611 | $844K |
| O'ROURKE & COMPANY, Inc | 0.47% | Add +6.5% | 5,587 | $840K |
| GHP Investment Advisors, Inc. | 0.04% | Reduce -0.2% | 5,521 | $830K |
| MidAtlantic Capital Management, Inc. | 0.70% | Reduce -0.7% | 5,516 | $830K |
| US Financial Advisors, LLC | 0.28% | Reduce -7.0% | 5,491 | $826K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.8% | 5,475 | $824K |
| City Holding Co. | 0.12% | Reduce -1.8% | 5,473 | $823K |
| North Star Investment Management Corp. | 0.06% | Reduce -6.0% | 5,402 | $813K |
| Kovack Advisors, Inc. | 0.09% | Add +6.7% | 5,373 | $808K |
| Country Club Bank | 0.06% | Reduce -51.6% | 5,318 | $798K |
| Aaron Wealth Advisors LLC | 0.11% | Add +0.4% | 5,299 | $797K |
| Clearstead Advisors, LLC | 0.01% | Add +117.4% | 5,295 | $797K |
| Ancora Advisors LLC | 0.02% | Reduce -3.9% | 5,279 | $794K |
| Lam Group, Inc. | 0.67% | No change | 5,275 | $794K |
| Sierra Capital LLC | 0.11% | Reduce -54.4% | 5,241 | $788K |
| Citizens Financial Group Inc. | 0.02% | Add +0.4% | 5,199 | $787K |
| Three Bridge Wealth Advisors, LLC | 0.31% | Reduce -0.8% | 5,177 | $783K |
| Verdence Capital Advisors LLC | 0.07% | Add +129.5% | 5,207 | $783K |
| Cedrus LLC | 0.39% | Reduce -4.1% | 5,196 | $782K |
| Retirement Financial Solutions, LLC | 0.36% | No change | 5,154 | $775K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.9% | 5,154 | $775K |
| Trustmark Bank Trust Department | 0.06% | Reduce -70.8% | 5,141 | $773K |
| HUB Investment Partners, LLC | 0.04% | Add +31.9% | 5,114 | $769K |
| Flagship Harbor Advisors, LLC | 0.05% | No change | 5,031 | $757K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 5,028 | $756K |
| Uptick Partners, LLC | 0.58% | No change | 4,831 | $753K |
| FC Advisory LLC | 0.28% | Reduce -4.3% | 4,988 | $750K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 4,951 | $745K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -0.1% | 4,950 | $745K |
| HSBC Holdings PLC | 0.00% | Add +127.2% | 4,930 | $742K |
| Modern Wealth Management, LLC | 0.05% | Reduce -2.2% | 4,895 | $736K |
| Strategic Financial Partners, Ltd. | 0.40% | Reduce -9.3% | 4,790 | $721K |
| IFP Advisors, Inc | 0.03% | Reduce -3.7% | 4,765 | $717K |
| Pinnacle Bancorp, Inc. | 0.21% | No change | 4,753 | $715K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 4,753 | $715K |
| Pension & Wealth Management Advisors, Inc. | 0.41% | Reduce -4.1% | 4,740 | $713K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +44.0% | 4,728 | $711K |
| Legacy Financial Group LLC | 0.14% | Reduce -3.6% | 4,711 | $709K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +2.2% | 4,579 | $689K |
| Carmichael Hill & Associates, Inc. | 0.28% | Reduce -3.3% | 4,570 | $687K |
| Chapin Davis, Inc. | 0.23% | Reduce -1.0% | 4,560 | $686K |
| Paulson Wealth Management Inc. | 0.20% | Reduce -15.1% | 4,551 | $685K |
| Meridian Financial Advisors, LLC | 0.49% | Add +4.7% | 4,489 | $675K |
| Inspire Advisors, LLC | 0.09% | Reduce -6.2% | 4,479 | $674K |
| McNamara Financial Services, Inc. | 0.14% | Add +0.5% | 4,471 | $673K |
| Colonial Trust Co / SC | 0.12% | No change | 4,435 | $667K |
| Consolidated Portfolio Review Corp | 0.15% | Add +0.2% | 4,418 | $665K |
| Financial Alternatives, Inc | 0.50% | Reduce -3.9% | 4,402 | $662K |
| WNY Asset Management, LLC | 0.09% | Reduce -8.2% | 4,395 | $661K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.4% | 4,381 | $659K |
| Bishop & Co Investment Management, LLC | 0.40% | Reduce -4.9% | 4,377 | $658K |
| Focus Financial Network, Inc. | 0.03% | Add +0.4% | 4,156 | $656K |
| Aspire Wealth Management Corp | 0.37% | Reduce -7.5% | 4,351 | $655K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +1.7% | 4,115 | $650K |
| Arete Wealth Advisors, LLC | 0.05% | New | 4,297 | $645K |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -0.3% | 4,287 | $645K |
| Drucker Wealth 3.0, LLC | 0.17% | — | 4,285 | $645K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -49.2% | 4,281 | $644K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -24.1% | 4,191 | $634K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -29.5% | 4,173 | $628K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -29.5% | 4,173 | $628K |
| Bison Wealth, LLC | 0.10% | No change | 4,023 | $627K |
| Private Ocean, LLC | 0.05% | New | 4,138 | $622K |
| Jacobi Capital Management LLC | 0.05% | Reduce -6.7% | 4,135 | $622K |
| Warner Financial, Inc. | 0.30% | No change | 4,136 | $622K |
| Buttonwood Financial Advisors Inc. | 0.29% | Add +53.8% | 4,133 | $622K |
| NorthCoast Asset Management LLC | 0.01% | New | 4,098 | $620K |
| NBT Bank, N.A. | 0.04% | No change | 4,110 | $618K |
| Busey Bank | 0.02% | No change | 4,093 | $616K |
| NewEdge Wealth, LLC | 0.01% | Reduce -78.8% | 4,071 | $612K |
| ERn Financial, LLC | 0.10% | Add +1.0% | 4,069 | $612K |
| Calamos Wealth Management LLC | 0.03% | No change | 4,066 | $612K |
| One Day In July LLC | 0.08% | No change | 4,047 | $609K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -23.9% | 4,042 | $608K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +18.2% | 4,041 | $607K |
| G2 Capital Management, LLC / Oh | 0.19% | Reduce -16.9% | 4,015 | $604K |
| Yarger Wealth Strategies, LLC | 0.36% | No change | 4,012 | $604K |
| Creekside Partners | 0.33% | — | 3,995 | $601K |
| Fiduciary Financial Group, LLC | 0.15% | — | 3,806 | $601K |
| First International Bank & Trust | 0.21% | No change | 3,982 | $599K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -33.8% | 3,966 | $597K |
| TPG Financial Advisors, LLC | 0.28% | — | 3,958 | $595K |
| Narus Financial Partners, LLC | 0.24% | Reduce -11.0% | 3,947 | $594K |
| Collaborative Wealth Managment Inc. | 0.29% | No change | 3,945 | $594K |
| Howe & Rusling Inc. | 0.05% | Add +2.3% | 3,943 | $593K |
| Investmark Advisory Group LLC | 0.31% | Reduce -0.0% | 3,909 | $588K |
| Squire Investment Management Company, LLC | 0.33% | Add +23.3% | 3,888 | $585K |
| Cambridge Financial Group, LLC | 0.27% | Reduce -0.5% | 3,862 | $581K |
| Argent Advisors, Inc. | 0.23% | No change | 3,810 | $573K |
| Marcum Wealth, LLC | 0.06% | Add +7.0% | 3,779 | $568K |
| Aspiriant, LLC | 0.02% | Add +120.7% | 3,760 | $566K |
| Key Financial Inc | 0.13% | No change | 3,709 | $558K |
| MAS Advisors LLC | 1.33% | Reduce -79.1% | 3,707 | $558K |
| Two Sigma Securities, LLC | 0.03% | Add +67.5% | 3,707 | $558K |
| Elevation Wealth Partners, LLC | 0.26% | Add +7.2% | 3,701 | $557K |
| MGB Wealth Management, LLC | 0.21% | No change | 3,588 | $553K |
| Evergreen Capital Management LLC | 0.02% | No change | 3,616 | $547K |
| C M Bidwell & Associates Ltd. | 0.36% | Reduce -0.3% | 3,613 | $544K |
| Courier Capital LLC | 0.04% | Reduce -11.3% | 3,606 | $542K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,606 | $542K |
| Synergy Asset Management, LLC | 0.08% | Add +1.7% | 3,599 | $541K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +14.0% | 3,598 | $541K |
| Virtu Financial LLC | 0.04% | Reduce -80.6% | 3,548 | $534K |
| Zions Bancorporation, N.A. | 0.04% | No change | 3,534 | $532K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 3,530 | $531K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.7% | 3,510 | $528K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Reduce -8.0% | 3,498 | $526K |
| Fairscale Capital, LLC | 0.47% | — | 3,317 | $524K |
| S.A. Mason LLC | 0.30% | Reduce -2.9% | 3,481 | $524K |
| ETF Portfolio Partners, Inc. | 0.16% | Reduce -12.1% | 3,470 | $522K |
| WP Advisors, LLC | 0.16% | No change | 3,410 | $513K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | No change | 3,217 | $512K |
| Signaturefd, LLC | 0.01% | Add +6.2% | 3,397 | $511K |
| Archer Investment Corp | 0.15% | Reduce -2.7% | 3,390 | $510K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -3.4% | 3,373 | $507K |
| American Money Management, LLC | 0.11% | No change | 3,371 | $507K |
| Private Client Services, LLC | 0.32% | Reduce -0.5% | 3,356 | $505K |
| Nicolet Advisory Services, LLC | 0.05% | Add +2.8% | 3,329 | $503K |
| Aviso Wealth Management | 0.30% | No change | 3,316 | $499K |
| Pinion Investment Advisors, LLC | 0.25% | Reduce -21.7% | 3,310 | $498K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -13.8% | 3,304 | $497K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -20.5% | 3,287 | $494K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.2% | 3,271 | $492K |
| Investments & Financial Planning, LLC | 0.33% | Reduce -0.1% | 3,256 | $490K |
| Centaurus Financial, Inc. | 0.03% | Add +0.3% | 3,251 | $489K |
| BLB&B Advisors, LLC | 0.03% | Add +2.3% | 3,195 | $481K |
| Leo Wealth, LLC | 0.05% | Add +56.9% | 3,210 | $479K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -16.5% | 3,193 | $477K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 3,162 | $476K |
| Optivise Advisory Services LLC | 0.26% | — | 3,153 | $474K |
| Idaho Trust Co | 0.24% | New | 3,141 | $472K |
| My Personal CFO, LLC | 0.25% | Reduce -1.4% | 3,125 | $470K |
| First Bancorp, Inc | 0.34% | Reduce -1.6% | 3,100 | $466K |
| Waller Financial Planning Group, Inc. | 0.12% | No change | 3,070 | $462K |
| Facet Wealth, Inc. | 0.01% | Add +5.1% | 2,886 | $459K |
| Continuum Advisory, LLC | 0.07% | Reduce -0.2% | 3,032 | $456K |
| Southland Equity Partners LLC | 0.13% | Reduce -13.2% | 3,020 | $454K |
| Horizon Investment Services, LLC | 0.21% | Reduce -2.4% | 3,001 | $452K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -4.6% | 3,015 | $451K |
| Traveka Wealth, LLC | 0.22% | Reduce -13.4% | 2,982 | $449K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,932 | $441K |
| Wesbanco Bank Inc. | 0.02% | Reduce -1.0% | 2,915 | $439K |
| Citadel Advisors | 0.00% | Reduce -95.0% | 2,912 | $438K |
| Yoder Wealth Management, Inc. | 0.28% | No change | 2,907 | $437K |
| Passumpsic Savings Bank | 0.31% | Add +17.1% | 2,889 | $435K |
| Professional Financial Advisors, LLC | 0.12% | Reduce -1.8% | 2,880 | $433K |
| Silverlake Wealth Management LLC | 0.18% | Reduce -7.8% | 2,869 | $432K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 2,865 | $431K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -5.0% | 2,854 | $429K |
| Montag A & Associates Inc. | 0.02% | No change | 2,840 | $429K |
| Evermay Wealth Management LLC | 0.07% | Reduce -1.2% | 2,850 | $429K |
| Horizon Bancorp Inc. | 0.20% | Reduce -47.6% | 2,846 | $428K |
| Klingman & Associates, LLC | 0.03% | Reduce -5.6% | 2,845 | $428K |
| Holderness Investments Co. | 0.10% | Reduce -0.5% | 2,838 | $427K |
| HF Advisory Group, LLC | 0.22% | Add +9.8% | 2,830 | $426K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.5% | 2,827 | $425K |
| Turtle Creek Wealth Advisors, LLC | 0.10% | Reduce -14.1% | 2,792 | $420K |
| Plancorp, LLC | 0.02% | Reduce -5.4% | 2,787 | $419K |
| Coldstream Capital Management Inc. | 0.01% | No change | 2,786 | $419K |
| Foundations Investment Advisors, LLC | 0.01% | Add +83.4% | 2,768 | $416K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -24.3% | 2,749 | $414K |
| Alliancebernstein L.P. | 0.00% | Add +31.1% | 2,731 | $411K |
| Virtue Capital Management, LLC | 0.07% | Add +0.1% | 2,620 | $410K |
| Grant/GrossMendelsohn, LLC | 0.19% | No change | 2,690 | $407K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -4.6% | 2,697 | $406K |
| NorthRock Partners, LLC | 0.02% | Reduce -1.3% | 2,679 | $405K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,689 | $405K |
| Diversify Wealth Management, LLC | 0.05% | — | 2,658 | $404K |
| Beacon Financial Advisory LLC | 0.15% | Add +0.6% | 2,457 | $404K |
| Vertex Planning Partners, LLC | 0.10% | No change | 2,675 | $402K |
| Lodestone Wealth Management LLC | 0.21% | Add +0.1% | 2,615 | $393K |
| MorganRosel Wealth Management, LLC | 0.14% | Add +5.7% | 2,607 | $392K |
| Quad-Cities Investment Group, LLC | 0.22% | Reduce -1.1% | 2,597 | $391K |
| Ground Swell Capital, LLC | 0.38% | New | 2,592 | $390K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | Reduce -0.8% | 2,590 | $390K |
| Oxbow Advisors, LLC | 0.05% | Add +1.1% | 2,574 | $387K |
| PFG Advisors | 0.03% | Reduce -4.0% | 2,531 | $381K |
| 49 Wealth Management, LLC | 0.07% | Reduce -4.8% | 2,547 | $380K |
| Eagle Bay Advisors LLC | 0.23% | No change | 2,503 | $379K |
| Forum Private Client Group LLC | 0.18% | Add +0.7% | 2,504 | $377K |
| Private Trust Co. NA | 0.04% | Add +21.9% | 2,500 | $376K |
| Mission Wealth Management, LP | 0.01% | Add +3.8% | 2,491 | $375K |
| Elm Partners Management LLC | 0.03% | No change | 2,484 | $374K |
| Lowery Thomas, LLC | 0.27% | Reduce -16.7% | 2,484 | $374K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 2,467 | $371K |
| WR Wealth Planners, LLC | 0.11% | Reduce -7.5% | 2,463 | $371K |
| Evanson Asset Management, LLC | 0.03% | No change | 2,445 | $368K |
| Altiora Financial Group, LLC | 0.09% | Reduce -0.1% | 2,422 | $364K |
| Tyche Wealth Partners LLC | 0.09% | No change | 2,420 | $364K |
| Relative Value Partners Group, LLC | 0.05% | New | 2,410 | $363K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -5.7% | 2,410 | $363K |
| Compass Ion Advisors, LLC | 0.05% | No change | 2,321 | $362K |
| Fulton Bank, N.A. | 0.01% | New | 2,400 | $361K |
| Sonata Capital Group Inc. | 0.19% | No change | 2,400 | $361K |
| Mosaic Financial Group, LLC | 0.26% | No change | 2,377 | $358K |
| Grey Fox Wealth Advisors, LLC | 0.13% | Add +1.9% | 2,365 | $358K |
| Beacon Financial Group | 0.04% | Reduce -2.9% | 2,369 | $356K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.7% | 2,368 | $356K |
| Eagle Harbor Asset Management Inc. | 0.38% | Reduce -18.5% | 2,364 | $356K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,362 | $355K |
| Johnson Financial Group, Inc. | 0.02% | No change | 2,347 | $355K |
| Flputnam Investment Management Co. | 0.01% | Add +8.2% | 2,342 | $352K |
| Richardson Financial Services Inc. | 0.25% | Reduce -29.6% | 2,309 | $347K |
| StoneX Group Inc. | 0.03% | Add +14.6% | 2,291 | $347K |
| Smith Thornton Advisors LLC | 0.25% | — | 2,298 | $346K |
| Nikulski Financial, Inc. | 0.11% | Reduce -8.4% | 2,298 | $346K |
| Diversified, LLC | 0.04% | Reduce -1.2% | 2,281 | $343K |
| Cabana LLC | 1.57% | New | 2,276 | $342K |
| Round Rock Advisors LLC | 0.08% | Reduce -0.7% | 2,273 | $342K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.1% | 2,247 | $340K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -76.4% | 2,244 | $338K |
| First Trust Direct Indexing L.P. | 0.02% | New | 2,216 | $333K |
| Advisors Capital Management, LLC | 0.01% | Reduce -10.7% | 2,215 | $333K |
| RFG Advisory, LLC | 0.01% | Add +7.7% | 2,212 | $333K |
| Sterling Investment Counsel, LLC | 0.13% | Add +36.4% | 2,200 | $331K |
| Bridges Investment Management Inc. | 0.01% | New | 2,184 | $329K |
| Family Investment Center, Inc. | 0.10% | Add +1.7% | 2,165 | $326K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.7% | 2,161 | $325K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 2,151 | $324K |
| LMG Wealth Partners, LLC | 0.08% | No change | 2,150 | $323K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -4.6% | 2,128 | $320K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,097 | $315K |
| VitalStone Financial, LLC | 0.23% | Reduce -4.6% | 2,094 | $315K |
| HTG Investment Advisors, Inc. | 0.17% | Reduce -6.0% | 2,087 | $314K |
| American Trust | 0.03% | Reduce -48.7% | 2,079 | $313K |
| Breakwater Capital Group | 0.07% | Add +11.7% | 2,075 | $312K |
| Brooklyn FI, LLC | 0.12% | Add +1.1% | 2,066 | $311K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.1% | 2,060 | $310K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.7% | 2,050 | $308K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Reduce -62.4% | 2,045 | $308K |
| Certified Advisory Corp | 0.04% | No change | 2,035 | $306K |
| Embree Financial Group | 0.06% | Reduce -8.2% | 2,033 | $306K |
| waypoint wealth counsel | 0.23% | No change | 2,005 | $302K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.9% | 2,005 | $302K |
| Navis Wealth Advisors, LLC | 0.35% | No change | 2,000 | $301K |
| Renaissance Technologies | 0.00% | Reduce -91.8% | 2,000 | $301K |
| Valmark Advisers, Inc. | 0.01% | Add +9.1% | 1,981 | $298K |
| Criterion Capital Advisors, LLC | 0.19% | New | 1,980 | $298K |
| ICONIQ Capital, LLC | 0.01% | New | 1,979 | $298K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Reduce -23.8% | 1,976 | $297K |
| MCF Advisors LLC | 0.02% | Add +8.4% | 1,967 | $296K |
| ARK & TLK Investments, LLC | 0.11% | Reduce -0.9% | 1,966 | $296K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 1,959 | $295K |
| Heritage Wealth Advisors | 0.01% | No change | 1,949 | $293K |
| Wealthspan Partners, LLC | 0.16% | No change | 1,947 | $293K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Reduce -3.4% | 2,014 | $292K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 1,936 | $291K |
| Legacy Bridge, LLC | 0.17% | No change | 1,925 | $290K |
| Towerpoint Wealth, LLC | 0.14% | Reduce -1.6% | 1,922 | $289K |
| LGT Financial Advisors LLC | 0.61% | Reduce -8.0% | 1,915 | $288K |
| LongView Wealth Management | 0.11% | No change | 1,915 | $288K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,899 | $287K |
| Von Berge Wealth Management Group, LLC | 0.18% | Reduce -3.1% | 1,926 | $287K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 1,896 | $285K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -24.5% | 1,891 | $285K |
| Keybank National Association | 0.00% | Reduce -5.3% | 1,875 | $282K |
| Tsfg, LLC | 0.07% | Reduce -3.0% | 1,874 | $282K |
| Bank of Marin | 0.24% | New | 1,867 | $281K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,853 | $279K |
| Hoylecohen, LLC | 0.02% | Reduce -29.9% | 1,850 | $278K |
| SkyOak Wealth, LLC | 0.07% | Reduce -8.2% | 1,849 | $278K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,832 | $277K |
| Benchmark Wealth Management, LLC | 0.15% | No change | 1,830 | $275K |
| Verum Partners LLC | 0.09% | No change | 1,825 | $275K |
| Fisher Asset Management | 0.00% | New | 1,817 | $273K |
| Qube Research & Technologies Ltd | 0.00% | Add +32.7% | 1,809 | $272K |
| One Capital Management, LLC | 0.01% | Reduce -11.6% | 1,807 | $272K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -19.5% | 1,802 | $271K |
| Horizon Investments, LLC | 0.01% | Add +33.3% | 1,796 | $270K |
| Old North State Wealth Management, LLC | 0.18% | New | 1,789 | $270K |
| City State Bank | 0.11% | No change | 1,790 | $269K |
| Soltis Investment Advisors LLC | 0.03% | New | 1,768 | $266K |
| Strategic Advisors LLC | 0.05% | Reduce -13.7% | 1,762 | $265K |
| Parallel Advisors, LLC | 0.01% | Reduce -23.5% | 1,752 | $264K |
| Retirement Planning Group, LLC | 0.02% | No change | 1,750 | $263K |
| Ameliora Wealth Management Ltd. | 0.12% | No change | 1,750 | $263K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 1,744 | $262K |
| Cornerstone Management, Inc. | 0.06% | No change | 1,727 | $260K |
| Lion Street Advisors, LLC | 0.10% | Reduce -1.1% | 1,714 | $258K |
| QRG Capital Management, Inc. | 0.00% | Add +20.8% | 1,701 | $256K |
| Townsend & Associates, Inc | 0.03% | No change | 1,600 | $253K |
| Levy Wealth Management Group, LLC | 0.06% | Reduce -0.7% | 1,662 | $250K |
| Financial Freedom, LLC | 0.14% | Reduce -52.8% | 1,659 | $249K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -3.0% | 1,661 | $249K |
| IFG Advisory, LLC | 0.02% | New | 1,652 | $249K |
| Lindbrook Capital, LLC | 0.02% | No change | 1,650 | $248K |
| Bogart Wealth, LLC | 0.01% | Reduce -10.9% | 1,647 | $248K |
| Resurgent Financial Advisors LLC | 0.15% | New | 1,645 | $247K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,620 | $244K |
| BIP Wealth, LLC | 0.02% | Add +2.1% | 1,618 | $243K |
| Kennicott Capital Management LLC | 0.10% | Reduce -16.5% | 1,599 | $241K |
| Caldwell Trust Co | 0.03% | Reduce -3.3% | 1,598 | $240K |
| Curi Capital, LLC | 0.01% | No change | 1,597 | $240K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | Add +12.5% | 1,596 | $240K |
| CGN Advisors LLC | 0.03% | Reduce -13.7% | 1,593 | $240K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -11.2% | 1,590 | $239K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | New | 1,578 | $237K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -53.0% | 1,571 | $236K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,568 | $236K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,567 | $236K |
| Cravens & Co Advisors, LLC | 0.17% | No change | 1,560 | $235K |
| Creative Financial Designs Inc. | 0.02% | No change | 1,560 | $235K |
| Kornitzer Capital Management Inc. | 0.00% | No change | 1,556 | $234K |
| Clark Asset Management, LLC | 0.06% | Add +0.5% | 1,552 | $233K |
| Sachetta, LLC | 0.10% | Add +14.5% | 1,457 | $232K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 1,541 | $232K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,535 | $231K |
| Anderson Hoagland & Co. | 0.02% | No change | 1,542 | $231K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +11.8% | 1,523 | $229K |
| Wealth Effects LLC | 0.08% | Add +0.7% | 1,517 | $228K |
| Integris Wealth Management, LLC | 0.07% | No change | 1,500 | $226K |
| Concord Wealth Partners | 0.04% | Reduce -6.3% | 1,499 | $225K |
| Abbrea Capital, LLC | 0.03% | No change | 1,486 | $225K |
| Dodds Wealth, LLC | 0.09% | No change | 1,497 | $224K |
| JPL Wealth Management, LLC | 0.11% | No change | 1,487 | $224K |
| Endowment Wealth Management, Inc. | 0.16% | Reduce -0.5% | 1,474 | $222K |
| TruNorth Capital Management, LLC | 0.07% | No change | 1,472 | $221K |
| Ranch Capital Advisors Inc. | 0.12% | Reduce -13.4% | 1,459 | $220K |
| Sage Rhino Capital LLC | 0.05% | Add +9.8% | 1,459 | $220K |
| Bailard, Inc. | 0.01% | No change | 1,429 | $215K |
| Portland Global Advisors LLC | 0.03% | No change | 1,425 | $214K |
| Clarity Capital Advisors, LLC | 0.16% | Add +2.6% | 1,415 | $213K |
| Diversified Trust Co. | 0.01% | Reduce -64.3% | 1,411 | $212K |
| Theory Financial LLC | 0.10% | No change | 1,406 | $212K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 1,354 | $211K |
| First Foundation Advisors | 0.01% | No change | 1,400 | $211K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 1,400 | $211K |
| Gen-Wealth Partners Inc | 0.10% | No change | 1,399 | $210K |
| Summit Financial Strategies, Inc. | 0.03% | Add +0.1% | 1,399 | $210K |
| Crane Advisory, LLC | 0.04% | No change | 1,412 | $210K |
| Gemmer Asset Management LLC | 0.02% | No change | 1,393 | $210K |
| Wintrust Investments LLC | 0.02% | No change | 1,386 | $209K |
| Bessemer Group Inc. | 0.00% | No change | 1,390 | $209K |
| M&T Bank Corp | 0.00% | New | 1,387 | $209K |
| Shepherd Financial Partners LLC | 0.03% | Add +5.0% | 1,387 | $209K |
| Anchor Capital Advisors LLC | 0.01% | New | 1,385 | $208K |
| Robinson Smith Wealth Advisors LLC | 0.18% | Add +2.5% | 1,380 | $208K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 1,370 | $206K |
| Sargent Investment Group, LLC | 0.04% | Reduce -70.7% | 1,367 | $206K |
| Redmond Asset Management, LLC | 0.07% | New | 1,361 | $205K |
| Quantinno Capital Management LP | 0.00% | No change | 1,359 | $204K |
| Larson Financial Group LLC | 0.01% | Reduce -3.1% | 1,356 | $204K |
| Marquette Associates, Inc. | 0.15% | Reduce -20.0% | 1,341 | $203K |
| Asset Allocation Strategies LLC | 0.07% | Reduce -7.6% | 1,342 | $202K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -5.7% | 1,333 | $201K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $199K |
| Colonial Trust Advisors | 0.02% | No change | 1,283 | $193K |
| New Republic Capital, LLC | 0.09% | No change | 1,245 | $188K |
| Parkside Financial Bank & Trust | 0.03% | Add +1.6% | 1,231 | $185K |
| Advantage Trust Co | 0.13% | No change | 1,225 | $184K |
| Wells Financial Advisors INC | 0.12% | No change | 1,215 | $183K |
| Pacific Center for Financial Services | 0.05% | Reduce -23.8% | 1,203 | $181K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.3% | 1,053 | $159K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.6% | 1,051 | $158K |
| Farther Finance Advisors, LLC | 0.01% | Add +53.7% | 1,005 | $150K |
| International Assets Investment Management, LLC | 0.01% | New | 986 | $148K |
| First PREMIER Bank | 0.04% | No change | 981 | $148K |
| Horizon Financial Services, LLC | 0.09% | Add +5.2% | 969 | $146K |
| Operose Advisors LLC | 0.05% | No change | 951 | $143K |
| Financial Perspectives, Inc | 0.05% | No change | 950 | $143K |
| Benjamin Edwards Inc. | 0.03% | Add +5.7% | 912 | $137K |
| Blue Trust, Inc. | 0.00% | No change | 877 | $137K |
| Gradient Investments LLC | 0.00% | Reduce -10.8% | 905 | $136K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -8.0% | 858 | $129K |
| Allianz SE | 0.00% | No change | 842 | $127K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -33.7% | 835 | $126K |
| Private Wealth Management Group, LLC | 0.05% | Reduce -4.2% | 820 | $123K |
| MV Capital Management, Inc. | 0.01% | No change | 799 | $120K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -61.0% | 776 | $116K |
| Beacon Capital Management, LLC | 0.02% | No change | 772 | $116K |
| Center for Financial Planning, Inc. | 0.02% | No change | 737 | $111K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -11.1% | 726 | $109K |
| St Germain D J Co. Inc. | 0.01% | Reduce -13.5% | 715 | $108K |
| Asset Dedication, LLC | 0.01% | Add +10.4% | 711 | $107K |
| Sandy Spring Bank | 0.00% | Reduce -0.1% | 698 | $105K |
| Matrix Private Capital Group LLC | 0.06% | Add +11.2% | 675 | $102K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -9.6% | 657 | $100K |
| Tortoise Investment Management, LLC | 0.01% | Add +14.7% | 662 | $100K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 651 | $98K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -23.0% | 634 | $95K |
| Birchbrook, Inc. | 0.06% | No change | 625 | $94K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -1.1% | 621 | $93K |
| M&R Capital Management Inc. | 0.02% | No change | 615 | $93K |
| Robinswood Financial LLC | 0.04% | Add +40.0% | 595 | $90K |
| MeadowBrook Investment Advisors LLC | 0.08% | Add +156.0% | 1,165 | $86K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -8.1% | 571 | $86K |
| Frazier Financial Advisors, LLC | 0.07% | Reduce -5.3% | 570 | $86K |
| GoalVest Advisory LLC | 0.03% | No change | 558 | $84K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.6% | 524 | $78K |
| Cedar Wealth Management, LLC | 0.03% | Reduce -3.2% | 517 | $78K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $74K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 485 | $73K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 467 | $71K |
| First Command Advisory Services, Inc. | 0.00% | No change | 466 | $70K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 465 | $70K |
| GAMMA Investing LLC | 0.01% | Add +51.9% | 448 | $67K |
| Founders Financial Alliance, LLC | 0.02% | No change | 437 | $66K |
| Tyler-Stone Wealth Management | 0.03% | No change | 432 | $65K |
| Olistico Wealth, LLC | 0.04% | New | 430 | $65K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +130.3% | 426 | $64K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $64K |
| Cordant, Inc. | 0.04% | No change | 423 | $64K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $62K |
| Nordwand Advisors, LLC | 0.03% | No change | 390 | $59K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 385 | $58K |
| Anchor Investment Management, LLC | 0.01% | Add +2.2% | 369 | $56K |
| ICA Group Wealth Management, LLC | 0.03% | No change | 361 | $55K |
| Keener Financial Planning LLC | 0.03% | No change | 311 | $46K |
| Optimum Investment Advisors | 0.02% | No change | 300 | $45K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 297 | $45K |
| Maryland Capital Advisors Inc. | 0.02% | Reduce -11.9% | 295 | $44K |
| Alaska Wealth Advisors, LLC | 0.01% | Reduce -10.1% | 286 | $43K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 284 | $43K |
| Raffa Wealth Management, LLC | 0.01% | No change | 283 | $43K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 283 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.3% | 280 | $42K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -14.9% | 280 | $42K |
| WASHINGTON TRUST Co | 0.00% | No change | 269 | $40K |
| Fairman Group, LLC | 0.04% | Add +6.8% | 267 | $40K |
| Rothschild Investment LLC | 0.00% | Add +52.3% | 265 | $40K |
| Stephens Consulting, LLC | 0.01% | Reduce -25.5% | 257 | $39K |
| Founders Capital Management | 0.02% | No change | 246 | $37K |
| Northwest Capital Management Inc | 0.01% | No change | 237 | $36K |
| Eukles Asset Management | 0.01% | No change | 231 | $35K |
| Abound Wealth Management | 0.01% | Add +72.9% | 230 | $35K |
| Element Wealth, LLC | 0.02% | No change | 225 | $34K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $34K |
| Caitlin John, LLC | 0.02% | Reduce -1.8% | 220 | $33K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $33K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $33K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -16.8% | 213 | $32K |
| GeoWealth Management, LLC | 0.00% | New | 213 | $32K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 210 | $32K |
| West Paces Advisors Inc. | 0.01% | Reduce -50.0% | 200 | $30K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 198 | $30K |
| Castleview Partners, LLC | 0.02% | No change | 197 | $30K |
| West Branch Capital LLC | 0.01% | No change | 194 | $29K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -38.0% | 191 | $29K |
| Guardian Wealth Management, Inc. | 0.02% | No change | 164 | $25K |
| Simplex Trading, LLC | 0.00% | New | 149 | $22K |
| Addison Advisors LLC | 0.01% | Reduce -10.4% | 146 | $22K |
| Private Capital Management LLC | 0.00% | No change | 133 | $20K |
| Versant Capital Management, Inc | 0.01% | No change | 132 | $20K |
| Global Trust Asset Management, LLC | 0.01% | No change | 129 | $19K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 124 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +43.0% | 123 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 123 | $19K |
| Aspire Private Capital, LLC | 0.00% | No change | 121 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 115 | $17K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +25.6% | 108 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -57.4% | 107 | $16K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $16K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -32.3% | 107 | $16K |
| Westside Investment Management, Inc. | 0.00% | Add +262.1% | 105 | $16K |
| First Community Trust NA | 0.01% | No change | 104 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 100 | $15K |
| BlackRock Inc. | 0.00% | Add +33.8% | 99 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 99 | $15K |
| Motco | 0.00% | Add +464.7% | 96 | $14K |
| Main Street Group, LTD | 0.01% | Reduce -48.4% | 96 | $14K |
| Albion Financial Group | 0.00% | New | 95 | $14K |
| Raleigh Capital Management Inc. | 0.01% | No change | 81 | $12K |
| Pingora Partners LLC | 0.01% | Reduce -59.0% | 78 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 73 | $11K |
| Baldwin Wealth Partners LLC | 0.00% | New | 73 | $11K |
| Peoples Financial Services Corp. | 0.00% | New | 69 | $10K |
| Strategic Financial Concepts, LLC | 0.01% | Add +15570.6% | 903,721 | $10K |
| Country Trust Bank | 0.00% | No change | 68 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 63 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 61 | $9K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $9K |
| MilWealth Group LLC | 0.00% | No change | 58 | $9K |
| HM Payson & Co. | 0.00% | Add +14.0% | 57 | $9K |
| First Financial Corp. | 0.00% | New | 54 | $8K |
| Central Bank & Trust Co. | 0.00% | No change | 53 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 52 | $8K |
| Integrity Financial Corp | 0.00% | No change | 50 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 49 | $7K |
| Tower View Wealth Management LLC | 0.00% | No change | 47 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $7K |
| Providence Capital Advisors, LLC | 0.00% | New | 45 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 45 | $7K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 43 | $6K |
| Ridgewood Investments LLC | 0.00% | New | 37 | $6K |
| TFC Financial Management, Inc. | 0.00% | No change | 36 | $5K |
| Peoples Bank | 0.00% | No change | 35 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 33 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 33 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -9.1% | 30 | $5K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 27 | $4K |
| Coston, McIsaac & Partners | 0.00% | Reduce -71.5% | 33 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 24 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -98.2% | 24 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 20 | $3K |
| NewSquare Capital LLC | 0.00% | Reduce -98.5% | 20 | $3K |
| Transcendent Capital Group LLC | 0.00% | New | 19 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 18 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 18 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| PFS Partners, LLC | 0.00% | No change | 16 | $2K |
| Breakwater Investment Management | 0.00% | No change | 15 | $2K |
| Cypress Capital, LLC | 0.00% | New | 15 | $2K |
| Macroview Investment Management LLC | 0.00% | No change | 14 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 14 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $2K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Investors Research Corp | 0.00% | New | 10 | $2K |
| Register Financial Advisors LLC | 0.00% | New | 9 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $903 |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -81.2% | 1,053 | $841 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 4 | $602 |
| Pacifica Partners Inc. | 0.00% | No change | 3 | $448 |
| Morling Financial Advisors, LLC | 0.00% | Reduce -98.3% | 3 | $427 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $314 |
| Triad Wealth Partners, LLC | 0.00% | New | 2 | $301 |
| Headlands Technologies LLC | 0.00% | New | 2 | $301 |
"% 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.