Vngrd Mrngstr MD-Cap Val ETFVOEETF

13F holders, Q2 2025 (June 30)
1,123holders +25
72new positions
53sold out
5famous investors
$164.43avg. 13F price*

At the end of Q2 2025, 1,123 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 25 from Q1 2025. 72 opened new positions and 53 sold out. The largest holders were Morgan Stanley ($758.2M), Assetmark, Inc. ($701.4M) and Betterment LLC ($679.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrngstr MD-Cap Val ETF
Filed as
VANGUARD INDEX FDS (Q2 2025)
CUSIP
922908512
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions72$54.1M
Exits53$82.2M

All 13F filers, Q1 2025 → Q2 2025: 3,354,826 shares bought and 2,883,182 shares sold, net +471,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,123 holders

Morgan Stanley 0.05% Add +0.8% 4,610,461 $758.2M
Assetmark, Inc. 1.66% Add +4.0% 4,264,948 $701.4M
Betterment LLC 1.45% Reduce -3.7% 4,133,464 $679.8M
Bank of America Corp. 0.04% Reduce -0.8% 3,057,139 $502.8M
Royal Bank of Canada 0.09% Reduce -16.1% 2,736,032 $450.0M
Wells Fargo & Company 0.09% Add +4.9% 2,579,152 $424.2M
Jones Financial Companies LLLP 0.30% Reduce -1.7% 2,412,159 $396.8M
EP Wealth Advisors, LLC 1.81% Add +10.5% 1,674,933 $275.5M
Tiaa Trust, National Association 0.72% Reduce -2.1% 1,674,337 $275.4M
PNC Financial Services Group, Inc. 0.16% Reduce -6.1% 1,463,683 $240.7M
UBS Group AG 0.05% Reduce -0.1% 1,456,386 $239.5M
Envestnet Asset Management Inc. 0.06% Reduce -20.7% 1,197,397 $196.9M
Stephens Group Asset Management, LLC 14.08% Add +9.0% 1,190,312 $195.8M
LPL Financial LLC 0.06% Add +3.6% 1,063,962 $175.0M
Northwestern Mutual Wealth Management Co. 0.12% Add +4.8% 1,013,188 $166.6M
Ameriprise Financial Inc. 0.04% Add +6.1% 984,816 $161.8M
FMR LLC 0.01% Add +1.3% 883,771 $145.3M
Moneta Group Investment Advisors LLC 1.71% Add +6.0% 873,129 $143.6M
Orgel Wealth Management, LLC 3.15% Add +7.3% 795,512 $130.8M
Wellspring Financial Advisors, LLC 11.49% Reduce -0.1% 786,332 $129.2M
Osaic Holdings, Inc. 0.20% Add +115.8% 676,811 $110.3M
Focus Partners Wealth 0.24% Add +97.6% 667,416 $109.8M
Stifel Financial Corp. 0.10% Add +6.5% 644,364 $106.0M
Raymond James Financial Inc. 0.04% Add +3.0% 624,697 $102.7M
Waverly Advisors, LLC 1.06% Reduce -3.9% 588,184 $96.7M
Mariner, LLC 0.14% Add +3.8% 587,936 $96.7M
Avior Wealth Management, LLC 3.08% Add +0.6% 541,297 $89.0M
SYM FINANCIAL Corp 9.73% Add +1.7% 528,419 $86.9M
Rockefeller Capital Management L.P. 0.17% Reduce -9.8% 479,638 $78.9M
US Bancorp \de 0.10% Add +11.2% 462,974 $76.2M
Commonwealth Equity Services, LLC 0.10% Reduce -9.1% 459,593 $75.6M
Creative Planning 0.06% Add +0.8% 451,331 $74.2M
JPMorgan Chase & Co. 0.00% Reduce -2.5% 385,961 $63.5M
Truist Financial Corp. 0.09% Reduce -0.4% 373,247 $61.4M
Rodgers & Associates, LTD 6.47% Add +5.3% 358,122 $58.9M
HighTower Advisors, LLC 0.07% Add +14.6% 323,043 $53.1M
McAdam, LLC 2.79% Add +4.9% 309,883 $51.0M
Cetera Investment Advisers 0.08% Add +9.3% 290,447 $47.8M
Equitable Holdings, Inc. 0.39% Add +6.0% 287,182 $47.2M
Inspirion Wealth Advisors, LLC 6.25% Reduce -0.9% 287,130 $47.2M
Private Advisor Group, LLC 0.24% Add +3.5% 275,680 $45.3M
Trust Co 4.66% Add +2.2% 250,916 $41.3M
1832 Asset Management L.P. 0.07% Add +5.9% 248,134 $40.8M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -1.1% 242,873 $40.7M
MML Investors Services, LLC 0.12% Reduce -0.6% 243,771 $40.1M
Krilogy Financial LLC 2.21% Add +4.9% 234,094 $38.5M
Summit Financial, LLC 0.85% Add +27.8% 227,073 $37.5M
Marotta Asset Management 7.27% Reduce -7.0% 220,403 $36.2M
BNP Paribas Financial Markets 0.03% Add +22.2% 201,591 $33.2M
Kwmg, LLC 2.96% Add +2.8% 191,367 $31.5M
Condor Capital Management 2.72% Add +0.3% 190,501 $31.3M
Benjamin Edwards Inc. 0.39% Add +2.4% 183,932 $30.2M
Kestra Advisory Services, LLC 0.15% Add +32.3% 183,769 $30.2M
NewEdge Advisors, LLC 0.15% Add +16.4% 182,825 $30.1M
Wilmington Savings Fund Society, FSB 0.50% Add +13.5% 171,565 $28.2M
Shakespeare Wealth Management, LLC 7.48% Add +3.3% 170,565 $28.1M
Bragg Financial Advisors, Inc 1.00% Add +2.3% 169,666 $27.9M
Total Wealth Planning, LLC 3.50% Add +3.0% 168,612 $27.7M
Avion Wealth 6.29% Add +19.1% 167,618 $27.6M
Cary Street Partners Financial LLC 0.73% Add +13.4% 182,387 $26.1M
Beacon Pointe Advisors, LLC 0.26% Add +8.9% 148,832 $24.5M
Mesirow Financial Investment Management, Inc. 0.46% Add +2.4% 144,648 $23.8M
Falcon Wealth Planning 2.39% Reduce -2.4% 143,637 $23.6M
BHK Investment Advisors, LLC 9.07% Add +0.2% 140,887 $23.2M
Grove Street Fiduciary, LLC 10.84% Reduce -1.8% 136,747 $22.5M
Presilium Private Wealth, LLC 4.58% Add +7.6% 135,986 $22.4M
Bank of Montreal 0.01% Add +4.5% 135,259 $22.2M
Blair William & Co. 0.06% Add +3.9% 135,003 $22.2M
Aire Advisors, LLC 3.96% Reduce -0.3% 124,417 $20.5M
Cwm, LLC 0.07% Add +91.7% 123,581 $20.3M
Captrust Financial Advisors 0.04% Reduce -1.2% 120,148 $19.8M
Mercer Global Advisors Inc. 0.04% Add +17.8% 119,241 $19.6M
Stephens Inc. 0.27% Reduce -0.5% 117,557 $19.3M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -5.8% 116,111 $19.1M
First American Trust, FSB 1.46% Add +348.7% 111,470 $18.3M
&partners 0.14% Add +39.3% 110,713 $18.2M
Baird Financial Group, Inc. 0.03% Add +3.0% 106,977 $17.6M
Arvest Investments, Inc. 2.60% Add +0.5% 105,243 $17.3M
Ledyard National Bank 1.63% Add +0.0% 104,919 $17.3M
Praetorian Wealth Management, Inc. 3.97% Reduce -22.7% 104,907 $17.3M
Sage Financial Group Inc. 1.27% Reduce -2.1% 104,478 $17.2M
Natixis Advisors, LLC 0.03% Add +3.8% 104,261 $17.1M
Peapack Gladstone Financial Corp. 0.23% Reduce -0.8% 98,109 $16.1M
Asset Management Group, Inc. 2.73% Reduce -1.0% 95,316 $15.7M
Advisory Alpha, LLC 0.47% Add +4.8% 91,807 $15.1M
Roberts Financial Services LLC 5.16% Reduce -48.4% 90,963 $15.0M
Lutz Financial Services LLC 1.16% Add +26.3% 90,638 $14.9M
LMCG Investments, LLC 0.93% Reduce -3.9% 90,344 $14.9M
OLIO Financial Planning 4.63% Add +3.1% 89,300 $14.7M
Evensky & Katz LLC 0.89% Reduce -2.1% 88,475 $14.6M
Fifth Third Bancorp 0.05% Reduce -1.8% 88,250 $14.5M
Bryn Mawr Trust Advisors, LLC 0.79% Add +21.7% 88,220 $14.5M
Strategic Investment Advisors / MI 1.41% Add +9.0% 87,980 $14.5M
Compton Wealth Advisory Group, LLC 3.64% Add +2.8% 87,606 $14.4M
Chicago Partners Investment Group LLC 0.41% Add +0.5% 83,409 $14.2M
Legacies Wealth LLC 9.28% Add +9.1% 84,983 $14.0M
Modera Wealth Management, LLC 0.17% Reduce -1.1% 84,223 $13.9M
ProVise Management Group, LLC 1.09% Reduce -0.5% 84,138 $13.8M
HUB Investment Partners, LLC 0.48% Reduce -0.1% 82,935 $13.6M
DAVENPORT & Co LLC 0.07% Add +6.7% 81,553 $13.4M
Janney Montgomery Scott LLC 0.03% Reduce -6.3% 77,108 $12.7M
RTD Financial Advisors, Inc. 1.62% Add +48.9% 76,905 $12.6M
Kestra Private Wealth Services, LLC 0.18% Add +19.9% 76,488 $12.6M
Picton Mahoney Asset Management 0.17% New 72,165 $11.9M
O'shaughnessy Asset Management, LLC 0.08% Add +125.0% 70,358 $11.6M
Empowered Funds, LLC 0.13% Add +964.8% 69,236 $11.4M
Bokf, NA 0.18% Add +8.5% 68,535 $11.3M
Sepio Capital, LP 0.80% Reduce -45.9% 67,945 $11.2M
Eagle Strategies LLC 1.70% Add +5.2% 67,639 $11.1M
Iron Horse Wealth Management, LLC 3.20% Add +3.0% 65,935 $10.8M
Opes Wealth Management LLC 1.92% Add +7.7% 65,646 $10.8M
Geneos Wealth Management Inc. 0.26% Reduce -2.2% 64,995 $10.7M
Sequoia Financial Advisors, LLC 0.07% Reduce -44.5% 64,881 $10.7M
SWAN Capital LLC 4.54% Add +96.4% 63,528 $10.4M
Payne Capital Management, LLC 3.98% Reduce -0.1% 62,833 $10.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.23% Add +8.5% 62,564 $10.3M
Provident Wealth Management, LLC 3.34% Reduce -1.1% 62,082 $10.2M
MassMutual Private Wealth & Trust, FSB 0.27% Reduce -5.7% 61,740 $10.2M
Leavell Investment Management, Inc. 0.46% Add +1.8% 61,413 $10.2M
SOA Wealth Advisors, LLC. 1.84% Add +15.1% 61,150 $10.1M
Park Avenue Securities LLC 0.09% Reduce -4.0% 60,953 $10.0M
Scott Capital Advisors, LLC 2.69% Reduce -0.7% 59,526 $9.9M
JMG Financial Group, Ltd. 0.30% Add +0.1% 60,337 $9.9M
Wealthspire Advisors, LLC 0.05% Reduce -2.7% 57,957 $9.5M
MAI Capital Management 0.07% Add +0.4% 57,534 $9.5M
Commerce Bank 0.06% Reduce -3.1% 56,665 $9.3M
Stevens Capital Partners 3.33% Add +13.5% 55,587 $9.3M
Avantax Planning Partners, Inc. 0.29% Add +21.6% 56,355 $9.3M
Gladwyn Financial Advisors, Inc. 7.12% — 55,960 $9.2M
Visionary Wealth Advisors 0.47% Add +3.0% 55,402 $9.1M
Bleakley Financial Group, LLC 0.23% Reduce -0.0% 55,116 $9.1M
Texas Yale Capital Corp. 0.30% Reduce -0.2% 54,858 $9.0M
Northern Trust Corp. 0.00% Reduce -2.5% 54,677 $9.0M
D.A. Davidson & Co. 0.06% Add +1.6% 54,548 $9.0M
SPC Financial, Inc. 0.74% Reduce -1.3% 53,785 $8.8M
Midwest Trust Co 0.12% — 53,219 $8.8M
Highland Capital Management, LLC 0.47% Reduce -0.2% 53,007 $8.7M
Prosperity Planning, Inc. 3.44% Reduce -2.7% 51,701 $8.5M
Comerica Bank 0.03% Add +0.7% 50,968 $8.4M
Sanctuary Advisors, LLC 0.05% Add +3.9% 50,740 $8.3M
Farmers & Merchants Trust Co of Chambersburg PA 2.58% Add +11.5% 50,079 $8.2M
Exencial Wealth Advisors, LLC 0.29% Reduce -3.7% 49,870 $8.2M
Clayton Financial Group LLC 9.73% Reduce -55.9% 49,769 $8.2M
Thrivent Financial for Lutherans 0.02% Add +109.7% 48,981 $8.1M
Alesco Advisors, LLC, An ESL Co 0.22% Reduce -0.5% 47,264 $7.8M
Brickley Wealth Management 1.51% Reduce -0.1% 46,771 $7.7M
ETF Portfolio Partners, Inc. 2.12% Add +7.6% 46,462 $7.6M
Old National Bancorp 0.13% Add +4.3% 45,741 $7.5M
Alpha Omega Wealth Management LLC 1.34% Add +3.7% 45,610 $7.5M
Smallwood Wealth Investment Management, LLC 4.26% Add +3.3% 45,397 $7.5M
National Bank of Canada 0.01% Add +8.9% 45,383 $7.5M
CX Institutional 0.26% Add +12.3% 45,237 $7.4M
First Horizon Advisors, Inc. 0.19% Add +19.1% 44,412 $7.3M
Associated Banc-Corp 0.20% Add +32.2% 43,957 $7.2M
Allworth Financial LP 0.03% Reduce -3.7% 43,481 $7.2M
Focus Partners Advisor Solutions, LLC 0.09% Add +17.8% 42,922 $7.1M
Sharper & Granite LLC 2.68% Add +3.4% 42,197 $7.0M
Pittenger & Anderson Inc. 0.26% No change 42,524 $7.0M
Cranbrook Wealth Management, LLC 1.48% Add +1.1% 42,270 $7.0M
Capital Advantage, Inc. 1.10% Reduce -49.8% 42,125 $6.9M
KPP Advisory Services LLC 1.13% Reduce -1.0% 41,802 $6.9M
Mosaic Family Wealth Partners, LLC 0.87% Add +5.9% 41,503 $6.8M
Regal Investment Advisors LLC 0.50% Add +0.8% 40,892 $6.7M
Merit Financial Group, LLC 0.07% Add +23.6% 40,156 $6.6M
Atlas Capital Advisors Inc. 0.79% Reduce -39.9% 39,113 $6.4M
Hilltop National Bank 1.65% — 38,524 $6.3M
AE Wealth Management LLC 0.05% Reduce -1.2% 38,130 $6.3M
Weinberger Asset Management, Inc 2.41% Add +1.4% 38,009 $6.3M
Columbia Advisory Partners LLC 4.70% Reduce -8.6% 37,777 $6.2M
Twin Focus Capital Partners, LLC 0.86% Add +0.3% 37,494 $6.2M
Ally Invest Advisors Inc. 0.48% Reduce -0.2% 37,256 $6.1M
TFB Advisors LLC 1.56% Add +1.8% 36,264 $6.0M
Goepper Burkhardt LLC 2.19% Reduce -9.2% 36,066 $5.9M
Accel Wealth Management 1.98% Add +0.1% 35,982 $5.9M
Councilor Wealth, LLC 2.76% Add +1.3% 35,970 $5.9M
Johnson Financial Group, Inc. 0.26% Add +560.8% 35,560 $5.9M
UMB Bank, n.a. 0.09% Reduce -5.6% 35,645 $5.9M
Avantax Advisory Services, Inc. 0.03% Add +4.0% 35,634 $5.9M
Principal Securities, Inc. 0.11% Add +43.8% 35,617 $5.9M
Zeit Capital LLC 4.17% Add +0.6% 35,447 $5.8M
Harbour Investments, Inc. 0.15% Add +6.6% 35,246 $5.8M
Bangor Savings Bank 0.51% Reduce -3.2% 34,956 $5.7M
HB Wealth Management, LLC 0.05% Reduce -7.6% 34,833 $5.7M
Robertson Stephens Wealth Management, LLC 0.19% Reduce -4.2% 33,653 $5.6M
Baring Financial LLC 4.11% Add +4.0% 33,426 $5.5M
FAS Wealth Partners, Inc. 0.41% Reduce -0.5% 33,349 $5.5M
Taylor & Morgan Wealth Management, LLC 3.65% Reduce -0.4% 32,862 $5.4M
Fifth Third Securities, Inc. 0.41% Add +3.2% 32,801 $5.4M
Causey Wealth LLC 2.75% Reduce -2.4% 32,562 $5.4M
Everhart Financial Group, Inc. 0.61% Add +14.5% 32,246 $5.3M
King Wealth Management Group 0.72% Reduce -2.1% 32,223 $5.3M
Prism Advisors, Inc. 1.51% New 32,175 $5.3M
HFG Advisors, Inc. 4.19% Reduce -0.5% 32,129 $5.3M
Harbor Investment Advisory, LLC 0.47% Reduce -1.3% 31,949 $5.3M
Concurrent Investment Advisors, LLC 0.10% Add +7.5% 31,906 $5.2M
Tenret Co LLC 2.86% Reduce -3.9% 31,890 $5.2M
Forza Wealth Management, LLC 2.12% No change 31,407 $5.2M
Echo45 Advisors LLC 3.25% Add +1.3% 31,373 $5.2M
Pure Financial Advisors, LLC 0.09% Reduce -3.4% 31,276 $5.1M
SOL Capital Management CO 0.50% Reduce -1.8% 31,083 $5.1M
Maltin Wealth Management, Inc. 2.28% Add +3.8% 30,822 $5.1M
Kohmann Bosshard Financial Services, LLC 0.56% Reduce -1.9% 30,524 $5.0M
Alpine Bank Wealth Management 0.74% No change 29,895 $4.9M
Genesis Private Wealth, LLC 2.31% Add +1.7% 29,826 $4.9M
TAGStone Capital, Inc. 2.02% Add +5.3% 29,178 $4.9M
Spire Wealth Management 0.17% Add +0.5% 29,338 $4.8M
IVC Wealth Advisors LLC 2.31% Add +16.1% 28,844 $4.7M
CIBC Private Wealth Group LLC 0.01% Add +13.2% 28,690 $4.7M
J.W. Cole Advisors, Inc. 0.10% Add +113.2% 28,643 $4.7M
Goldman Sachs Group Inc. 0.00% Add +16.3% 28,283 $4.7M
Mutual Advisors, LLC 0.12% Add +3.0% 27,093 $4.6M
Atria Wealth Solutions, Inc. 0.10% Reduce -0.4% 27,733 $4.6M
Petix & Botte Co 1.13% Reduce -4.6% 27,903 $4.6M
Midwest Financial Group LLC 2.41% Add +1.6% 27,899 $4.6M
Cathy Pareto & Associates, Inc. 3.76% Reduce -1.1% 27,670 $4.6M
Glenview Trust Co 0.08% Add +8.3% 27,350 $4.5M
Cresset Asset Management, LLC 0.02% Reduce -5.7% 27,138 $4.5M
NovaPoint Capital, LLC 1.37% Reduce -0.3% 27,183 $4.5M
RoundAngle Advisors LLC 3.72% Reduce -1.8% 27,066 $4.5M
Perigon Wealth Management, LLC 0.10% Reduce -1.1% 27,022 $4.4M
Integrated Wealth Concepts LLC 0.04% Reduce -0.6% 27,000 $4.4M
Eclectic Associates Inc. 0.97% Add +3.9% 27,000 $4.4M
Bruce G. Allen Investments, LLC 3.31% Add +0.4% 26,530 $4.4M
Sterling Capital Management LLC 0.06% Add +67.4% 26,497 $4.4M
Whitegate Investment Counselors, Inc. 1.47% Add +3.8% 26,353 $4.3M
First United Bank & Trust 1.50% Reduce -3.9% 26,155 $4.3M
Tocqueville Asset Management L.P. 0.07% Reduce -1.6% 26,150 $4.3M
Collective Family Office LLC 1.09% Add +3.1% 25,908 $4.3M
Brown Advisory Inc. 0.01% Reduce -4.3% 25,846 $4.3M
EverSource Wealth Advisors, LLC 0.19% Reduce -0.8% 25,830 $4.2M
Wealthcare Advisory Partners LLC 0.10% Add +31.5% 25,673 $4.2M
Clear Harbor Asset Management, LLC 0.32% Add +4.7% 25,579 $4.2M
Arax Advisory Partners 0.19% Add +81.1% 25,533 $4.2M
B. Riley Wealth Advisors, Inc. 0.20% Add +368.1% 25,546 $4.2M
Cerity Partners LLC 0.01% Reduce -4.3% 25,455 $4.2M
JNBA Financial Advisors 0.40% Reduce -0.1% 25,329 $4.2M
Keystone Financial Services, LLC 3.16% Add +3.1% 25,254 $4.2M
Dakota Wealth Management 0.09% Reduce -4.6% 25,044 $4.1M
Atria Investments, Inc 0.05% Add +7.5% 24,995 $4.1M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -54.8% 24,733 $4.1M
Rovin Capital /Ut/ 1.22% Reduce -1.4% 24,502 $4.0M
Choreo, LLC 0.06% Add +5.3% 24,368 $4.0M
Integrity Alliance, Llc. 0.22% Reduce -1.9% 24,374 $4.0M
LifePlan Investment Advisors, Inc. 1.99% Reduce -0.2% 24,323 $4.0M
Institute for Wealth Management, LLC. 0.44% Add +44.2% 24,176 $4.0M
GC Wealth Management RIA, LLC 0.32% Reduce -9.8% 23,968 $3.9M
Bank of New York Mellon Corp 0.00% Reduce -22.9% 23,895 $3.9M
Pathstone Holdings, LLC 0.02% Reduce -18.2% 23,832 $3.9M
Mustard Seed Financial, LLC 2.81% Add +4.8% 23,753 $3.9M
Great Valley Advisor Group, Inc. 0.09% Reduce -70.2% 23,616 $3.9M
Integrated Capital Management, LLC 1.84% Add +17.9% 23,038 $3.8M
Capitolis Liquid Global Markets LLC 0.03% New 23,200 $3.8M
Renaissance Technologies 0.01% New 23,200 $3.8M
Tacita Capital Inc 2.45% Add +0.8% 23,186 $3.8M
Advisory Services Network, LLC 0.06% Add +7.0% 22,528 $3.8M
Fee-Only Financial Planning, L.C. 2.32% Add +0.6% 22,771 $3.7M
Stokes Family Office, LLC 0.39% Add +13.9% 22,578 $3.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% Reduce -11.5% 22,319 $3.7M
Envision Financial LLC 2.42% No change 22,086 $3.6M
Savant Capital, LLC 0.03% Add +8.3% 22,062 $3.6M
Black Diamond Financial, LLC 0.55% Reduce -10.7% 21,664 $3.6M
Ifrah Financial Services, Inc. 0.97% Reduce -1.1% 21,657 $3.6M
LPWM LLC 1.03% Add +0.4% 21,473 $3.5M
Oppenheimer & Co. Inc. 0.05% Add +3.7% 21,384 $3.5M
Houlihan Financial Resource Group, Ltd. 1.46% Reduce -2.0% 21,182 $3.5M
Gilman Hill Asset Management, LLC 0.57% Add +182.8% 21,233 $3.5M
Thrive Capital Management, LLC 1.09% New 21,135 $3.5M
Brady Martz Wealth Solutions, LLC 0.67% Reduce -2.6% 21,063 $3.5M
Mgo One Seven LLC 0.11% Add +0.2% 20,984 $3.5M
Stage Harbor Financial, LLC 2.76% Add +0.7% 20,628 $3.4M
Manchester Capital Management LLC 0.44% Reduce -60.7% 20,539 $3.4M
Brighton Jones LLC 0.09% Add +2.0% 20,490 $3.4M
MSH Capital Advisors LLC 0.97% Add +1.6% 20,381 $3.4M
Pinnacle Financial Group, LLC / IL 1.12% Add +10.7% 20,340 $3.3M
Sterling Financial Planning, Inc. 1.12% Add +3.4% 20,329 $3.3M
Grove Bank & Trust 0.41% Add +5.2% 19,835 $3.3M
White Lighthouse Investment Management Inc. 0.51% Add +0.8% 18,990 $3.1M
Valley National Advisers Inc. 0.51% Reduce -0.4% 18,921 $3.1M
Aptus Capital Advisors, LLC 0.03% Reduce -2.7% 18,817 $3.1M
Susquehanna International Group, LLP 0.00% Add +20.5% 18,551 $3.1M
WealthShield Partners, LLC 0.37% Reduce -5.9% 18,466 $3.0M
Founders Grove Wealth Partners, LLC 0.75% Add +6.0% 18,152 $3.0M
Stillwater Capital Advisors, LLC 0.38% Add +0.3% 18,150 $3.0M
American Financial & Tax Strategies Inc. 1.54% Add +0.4% 18,125 $3.0M
Wedmont Private Capital 0.13% Reduce -3.0% 17,839 $3.0M
Avant Capital LLC 2.31% Reduce -0.1% 18,073 $3.0M
Sigma Planning Corp 0.09% Reduce -5.0% 18,061 $3.0M
Insigneo Advisory Services, LLC 0.25% Reduce -1.0% 18,000 $3.0M
Apella Capital, LLC 0.08% New 17,743 $2.9M
Cascade Financial Partners, LLC 0.35% Add +2.6% 17,859 $2.9M
Willis Johnson & Associates, Inc. 0.20% Add +29.8% 17,790 $2.9M
Signet Financial Management, LLC 0.36% Reduce -2.0% 17,481 $2.9M
Cooksen Wealth, LLC 2.26% Reduce -4.1% 17,092 $2.8M
rebel Financial LLC 1.28% — 16,963 $2.8M
HBK Sorce Advisory LLC 0.08% Reduce -5.1% 16,946 $2.8M
Flow Traders U.S. LLC 0.10% New 16,662 $2.7M
OneDigital Investment Advisors LLC 0.03% Add +2.5% 16,523 $2.7M
Valley Wealth Managers, Inc. 0.19% Reduce -2.3% 16,369 $2.7M
Ascent Group, LLC 0.10% Reduce -32.6% 16,312 $2.7M
Culbertson A N & Co. Inc. 0.41% Add +18.9% 16,208 $2.7M
CENTRAL TRUST Co 0.06% Reduce -0.7% 16,145 $2.7M
Tritonpoint Wealth, LLC 0.25% Reduce -3.0% 16,027 $2.6M
Checchi Capital Advisers, LLC 0.18% Reduce -5.2% 16,085 $2.6M
CBIZ Investment Advisory Services, LLC 0.12% No change 16,027 $2.6M
Ellevest, Inc. 0.42% Reduce -85.4% 16,000 $2.6M
Composition Wealth, LLC 0.04% Add +0.3% 15,995 $2.6M
Conquis Financial LLC 2.55% Reduce -5.1% 15,871 $2.6M
Steward Partners Investment Advisory, LLC 0.02% Reduce -8.9% 15,787 $2.6M
Signature Estate & Investment Advisors LLC 0.06% Reduce -9.6% 15,394 $2.5M
Financial Guidance Group, Inc. 1.23% Reduce -3.0% 15,351 $2.5M
Washington Trust Advisors, Inc. 0.20% Add +2.0% 15,244 $2.5M
Citigroup Inc. 0.00% Add +8.8% 15,119 $2.5M
Prosperity Consulting Group, LLC 0.18% Reduce -9.0% 14,797 $2.4M
Corient Private Wealth LP 0.00% Reduce -12.7% 14,778 $2.4M
Wealth Alliance, LLC 0.27% Add +7.3% 14,679 $2.4M
Peak Retirement Planning, Inc. 0.97% Reduce -7.9% 14,594 $2.4M
Drucker Wealth 3.0, LLC 0.46% Add +257.1% 14,305 $2.4M
Werba Rubin Papier Wealth Management 0.45% Add +4.1% 14,460 $2.4M
Mma Asset Management LLC 0.91% Add +254.4% 14,424 $2.4M
Bank of Hawaii 0.12% Reduce -6.7% 14,377 $2.4M
Quantinno Capital Management LP 0.01% Add +29.8% 14,335 $2.4M
Center For Asset Management LLC 1.45% Add +27.0% 14,581 $2.4M
180 Wealth Advisors, LLC 0.33% Add +0.8% 14,217 $2.3M
AIMZ Investment Advisors, LLC 0.77% Reduce -7.4% 13,956 $2.3M
Vanguard Group Inc. 0.00% Reduce -5.6% 13,953 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -4.7% 13,905 $2.3M
General American Investors Co. Inc. 0.15% No change 13,700 $2.3M
Wealth Preservation Advisors, LLC 1.38% Add +2.2% 13,627 $2.2M
Kingsview Wealth Management, LLC 0.04% Add +5.2% 13,567 $2.2M
Sound View Wealth Advisors Group, LLC 0.16% Reduce -9.0% 13,298 $2.2M
Empirical Finance, LLC 0.11% No change 13,181 $2.2M
Prospera Financial Services Inc 0.04% Add +11.4% 13,090 $2.2M
AQR Capital Management 0.00% Add +45.7% 12,955 $2.1M
Stratos Wealth Advisors, LLC 0.11% Reduce -16.6% 12,807 $2.1M
Wambolt & Associates, LLC 0.70% Reduce -4.8% 12,465 $2.1M
AMG National Trust Bank 0.05% Reduce -0.2% 12,562 $2.1M
Granite FO LLC 1.16% No change 12,460 $2.0M
Ameritas Advisory Services, LLC 0.11% Reduce -10.7% 12,450 $2.0M
Simmons Bank 0.14% Reduce -8.9% 12,331 $2.0M
Sagace Wealth Management LLC 1.49% Reduce -2.1% 12,095 $2.0M
SilverOak Wealth Management LLC 0.37% Reduce -0.9% 12,069 $2.0M
UNIVEST FINANCIAL Corp 0.12% Add +1.5% 12,066 $2.0M
Pathway Financial Advisors LLC 0.29% No change 11,864 $2.0M
Financial Engines Advisors L.L.C. 0.00% Add +0.1% 11,818 $1.9M
Verus Capital Partners, LLC 0.17% Add +4.5% 11,752 $1.9M
Michels Family Financial, LLC 1.64% Add +1.0% 11,685 $1.9M
MTM Financial Group, LLC 1.03% Add +0.8% 11,561 $1.9M
Clark Financial Services Group Inc. 1.17% Reduce -3.1% 11,530 $1.9M
Index Fund Advisors, Inc. 0.11% No change 11,520 $1.9M
RMR Capital Management, LLC 1.34% Reduce -24.4% 11,358 $1.9M
Nicolet Bankshares Inc. 0.32% Add +30.4% 11,357 $1.9M
Wellington Management Group LLP 0.00% No change 11,112 $1.8M
Inlight Wealth Management, LLC 0.94% Add +152.9% 11,010 $1.8M
Meridian Wealth Management, LLC 0.08% Reduce -12.5% 11,008 $1.8M
Ballentine Partners, LLC 0.03% No change 10,991 $1.8M
Mather Group, Llc. 0.02% Add +0.8% 10,968 $1.8M
Breed's Hill Capital LLC 0.87% No change 10,945 $1.8M
Phillips Financial Management, LLC 0.13% No change 10,894 $1.8M
Wells Trecaso Financial Group, LLC 0.55% Add +0.3% 10,847 $1.8M
Net Worth Advisory Group 0.39% Add +247.9% 10,767 $1.8M
Argent Trust Co 0.07% Reduce -11.3% 10,712 $1.8M
Global Retirement Partners, LLC 0.04% — 10,702 $1.8M
Prime Capital Investment Advisors, LLC 0.02% Reduce -25.1% 10,698 $1.8M
Sterling Financial Group, Inc. 0.58% No change 10,520 $1.7M
SageView Advisory Group, LLC 0.07% Reduce -26.0% 10,203 $1.7M
Focus Financial Network, Inc. 0.07% Reduce -4.8% 10,447 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -16.5% 10,497 $1.7M
Staley Capital Advisers Inc. 0.07% No change 10,285 $1.7M
Cornerstone Wealth Management, LLC 0.10% Add +12.9% 10,208 $1.7M
Mainstream Capital Management LLC 1.22% Reduce -0.3% 10,207 $1.7M
Whittier Trust Co. 0.02% Reduce -3.7% 10,099 $1.7M
Csenge Advisory Group 0.09% Reduce -4.2% 10,270 $1.7M
MIdWestOne Financial Group, Inc. 0.21% Reduce -5.7% 10,059 $1.7M
Well Done, LLC 0.31% Add +1.4% 10,032 $1.6M
Atlantic Union Bankshares Corp 0.04% Reduce -0.7% 10,027 $1.6M
Insight Advisors, LLC/ PA 0.26% Reduce -0.5% 9,985 $1.6M
Lionshead Wealth Management, LLC 1.50% Add +36.7% 9,812 $1.6M
Trust Co. of Vermont 0.08% Reduce -12.5% 9,810 $1.6M
Roof Eidam Maycock Peralta, LLC 0.40% Add +0.6% 9,750 $1.6M
Independent Financial Group, LLC 0.04% Add +9.0% 9,744 $1.6M
Ieq Capital, LLC 0.01% Add +4.1% 9,641 $1.6M
LifeWealth Investments, LLC 0.58% Add +29.9% 9,635 $1.6M
Wolff Financial Management LLC 0.41% Reduce -0.3% 9,577 $1.6M
Scotia Capital Inc. 0.01% No change 9,487 $1.6M
Cardiff Park Advisors, LLC 0.13% No change 9,443 $1.6M
Pacific Sun Financial Corp 0.81% Reduce -0.4% 9,430 $1.6M
Stratos Wealth Partners, LTD. 0.02% Reduce -5.2% 9,346 $1.5M
Nwam LLC 0.09% Add +136.2% 9,113 $1.5M
SC&H Financial Advisors, Inc. 0.26% No change 9,215 $1.5M
Ironsides Asset Advisors, LLC 0.44% Reduce -2.7% 9,185 $1.5M
Brookstone Capital Management 0.02% Reduce -33.5% 9,120 $1.5M
Howland Capital Management LLC 0.06% Add +0.0% 9,042 $1.5M
Gibraltar Capital Management, Inc. 0.29% Add +6.7% 8,973 $1.5M
CW Advisors, LLC 0.01% Add +15.3% 8,927 $1.5M
Joel Isaacson & Co., LLC 0.06% Add +35.6% 8,890 $1.5M
Level Four Advisory Services, LLC 0.05% Reduce -2.3% 8,833 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -14.1% 8,801 $1.4M
Choate Investment Advisors 0.03% No change 8,787 $1.4M
Snowden Capital Advisors LLC 0.04% Reduce -4.8% 8,727 $1.4M
Northeast Financial Consultants Inc 0.06% No change 8,738 $1.4M
Seeds Investor LLC 0.34% Reduce -6.8% 8,731 $1.4M
Howe & Rusling Inc. 0.11% Add +80.6% 8,721 $1.4M
Zhang Financial LLC 0.07% Add +14.6% 8,679 $1.4M
MJT & Associates Financial Advisory Group, Inc. 1.76% Reduce -1.1% 8,648 $1.4M
Wescott Financial Advisory Group, LLC 0.13% Reduce -0.4% 8,535 $1.4M
Clear Creek Financial Management, LLC 0.13% Reduce -10.5% 8,471 $1.4M
Patriot Investment Management Group, Inc. 0.10% No change 8,412 $1.4M
Moneco Advisors, LLC 0.13% Reduce -2.6% 8,411 $1.4M
MidAtlantic Capital Management, Inc. 0.98% Add +4.2% 8,406 $1.4M
Acropolis Investment Management, LLC 0.08% No change 8,400 $1.4M
East Coast Asset Management, LLC. 0.46% No change 8,347 $1.4M
My Legacy Advisors, LLC 0.47% Reduce -6.6% 7,881 $1.3M
Revolve Wealth Partners, LLC 0.17% Add +11.1% 8,051 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.25% Add +9.7% 8,038 $1.3M
Regions Financial Corp. 0.01% Add +8.0% 8,024 $1.3M
Planning Directions Inc. 0.74% Reduce -37.8% 8,016 $1.3M
Johnson Investment Counsel Inc. 0.01% Reduce -0.2% 7,987 $1.3M
AdvisorNet Financial, Inc 0.08% Add +0.4% 7,977 $1.3M
Synovus Financial Corp. 0.02% Add +0.3% 7,962 $1.3M
First National Bank of Mount Dora, Trust Investment Services 0.30% No change 7,974 $1.3M
1834 Investment Advisors Co. 0.17% Reduce -0.3% 7,954 $1.3M
Summit Wealth Group LLC / Co. 0.33% — 7,870 $1.3M
BKM Wealth Management, LLC 0.51% Add +2.1% 7,875 $1.3M
Founders Financial Securities LLC 0.10% Add +9.1% 7,855 $1.3M
Tidal Investments LLC 0.01% New 7,851 $1.3M
Evergreen Wealth Management, LLC 0.72% Reduce -2.4% 7,834 $1.3M
CJM Wealth Advisers, Ltd. 0.42% No change 7,750 $1.3M
Hickory Asset Management, Inc. 1.05% Reduce -4.9% 7,715 $1.3M
Richard P Slaughter Associates Inc 0.26% Reduce -56.9% 7,686 $1.3M
Bishop & Co Investment Management, LLC 0.45% Add +48.8% 7,660 $1.3M
Elite Financial, Inc. 0.61% Add +10.9% 7,426 $1.2M
Forte Capital LLC 0.13% Reduce -2.0% 7,553 $1.2M
Parsons Capital Management Inc. 0.08% Reduce -0.7% 7,497 $1.2M
Capital Advisors, Ltd. LLC 0.15% Add +1.9% 7,490 $1.2M
Lido Advisors, LLC 0.01% Add +1.5% 7,449 $1.2M
World Investment Advisors 0.03% Reduce -94.2% 7,422 $1.2M
Main Street Financial Solutions, LLC 0.09% No change 7,420 $1.2M
Schwallier Wealth Management LLC 0.74% Add +14.1% 7,328 $1.2M
Oakworth Capital, Inc. 0.08% No change 7,285 $1.2M
Parallel Advisors, LLC 0.02% Add +197.5% 7,260 $1.2M
Dentgroup LLC 0.83% Reduce -2.9% 7,233 $1.2M
Marino, Stram & Associates LLC 0.24% Add +7.2% 7,176 $1.2M
Buttonwood Financial Advisors Inc. 0.47% Add +8.1% 7,163 $1.2M
Intergy Private Wealth, LLC 0.40% Add +2.2% 7,151 $1.2M
Astra Wealth Partners LLC 0.94% Add +6.7% 7,076 $1.2M
Chemistry Wealth Management LLC 0.25% Add +0.0% 7,054 $1.2M
Cozad Asset Management Inc. 0.10% Add +7.6% 6,939 $1.1M
Peirce Capital Management, LLC 0.50% New 6,826 $1.1M
American Institute for Advanced Investment Management, LLP 0.79% Reduce -0.2% 6,774 $1.1M
Talon Private Wealth, LLC 0.15% Reduce -35.7% 6,759 $1.1M
FDx Advisors, Inc. 0.34% Reduce -3.1% 6,692 $1.1M
Croban 0.94% Add +5.3% 6,685 $1.1M
Callan Family Office, LLC 0.03% Reduce -6.1% 6,682 $1.1M
Modern Wealth Management, LLC 0.03% Add +19.0% 6,638 $1.1M
St. Louis Trust Co 0.14% Add +14.7% 6,588 $1.1M
Sowell Financial Services LLC 0.04% Reduce -0.4% 6,481 $1.1M
Cahill Financial Advisors Inc. 0.13% Add +6.1% 6,462 $1.1M
Nalls Sherbakoff Group, LLC 0.77% Add +15.6% 6,452 $1.1M
Whittier Trust Co. of Nevada Inc. 0.02% No change 6,451 $1.1M
Victory Financial Group, LLC 0.17% Reduce -6.1% 6,423 $1.1M
Simplicity Wealth,LLC 0.04% Add +397.8% 6,392 $1.1M
Busey Bank 0.03% Add +56.1% 6,391 $1.1M
Cadence Wealth Management LLC 0.69% Reduce -12.5% 6,360 $1.0M
Smithfield Trust Co 0.05% No change 6,322 $1.0M
Legacy Edge Advisors, LLC 0.14% Reduce -9.9% 6,296 $1.0M
Guidance Point Advisors, LLC 0.27% No change 6,213 $1.0M
Friday Financial 0.52% Add +15.4% 6,190 $1.0M
GTS Securities LLC 0.05% New 6,168 $1.0M
Ibex Wealth Advisors 0.11% New 6,143 $1.0M
Cibc World Market Inc. 0.00% Add +0.3% 6,101 $1.0M
Magnus Financial Group LLC 0.09% Add +2.0% 6,098 $1.0M
Opinicus Capital, Inc. 0.76% Reduce -0.3% 6,085 $1.0M
Thoroughbred Financial Services, LLC 0.07% Reduce -15.3% 6,014 $989K
DDFG, Inc 0.25% Reduce -0.1% 6,006 $988K
Summit Trail Advisors, LLC 0.02% New 5,966 $986K
Kovack Advisors, Inc. 0.10% Add +3.5% 5,965 $981K
Virtu Financial LLC 0.05% New 5,890 $969K
O'ROURKE & COMPANY, Inc 0.45% Reduce -2.2% 5,887 $968K
Ritholtz Wealth Management 0.02% Reduce -2.8% 5,882 $967K
Three Bridge Wealth Advisors, LLC 0.25% Reduce -2.1% 5,837 $965K
Pinnacle Financial Partners Inc 0.02% Add +49.0% 5,824 $958K
Willner & Heller, LLC 0.80% Reduce -21.1% 5,810 $955K
City Holding Co. 0.12% Reduce -2.6% 5,792 $953K
Kingswood Wealth Advisors, LLC 0.07% Add +4.8% 5,733 $943K
Next Level Private LLC 0.31% Reduce -0.7% 5,729 $942K
Rwa Wealth Partners, LLC 0.01% No change 5,696 $937K
KMG Fiduciary Partners, LLC 0.07% No change 5,680 $934K
Squire Investment Management Company, LLC 0.34% No change 5,628 $926K
American Trust 0.09% New 5,590 $919K
Savvy Advisors, Inc. 0.06% Add +56.6% 5,562 $915K
NewEdge Wealth, LLC 0.01% Add +12.7% 5,449 $912K
Trustmark Bank Trust Department 0.06% Reduce -2.8% 5,515 $907K
Kendall Capital Management 0.24% New 5,501 $905K
Strategic Financial Concepts, LLC 0.13% Reduce -5.5% 5,498 $904K
McClarren Financial Advisors, Inc. 0.59% Add +9.9% 5,477 $901K
IFP Advisors, Inc 0.03% Reduce -7.7% 5,466 $900K
Uptick Partners, LLC 0.26% Add +18.9% 5,445 $896K
Verisail Partners, LLC 0.38% Add +0.2% 5,440 $895K
Heartwood Wealth Advisors LLC 0.09% No change 5,417 $891K
Cove Private Wealth, LLC 0.32% Add +87.9% 5,405 $889K
Topel & Distasi Wealth Management, LLC 0.47% No change 5,394 $887K
Fortis Capital Advisors, LLC 0.16% Reduce -40.5% 5,391 $887K
Belpointe Asset Management LLC 0.04% Reduce -40.5% 5,391 $887K
Essex Financial Services, Inc. 0.06% Add +4.1% 5,381 $885K
Citizens Financial Group Inc. 0.01% No change 5,342 $883K
GHP Investment Advisors, Inc. 0.04% Reduce -0.2% 5,346 $879K
William Mack & Associates, Inc. 0.56% Reduce -15.8% 5,323 $875K
Country Club Bank 0.06% No change 5,318 $875K
NorthCoast Asset Management LLC 0.00% Add +14.2% 5,291 $874K
JFS Wealth Advisors, LLC 0.06% No change 5,298 $871K
Retirement Financial Solutions, LLC 0.31% No change 5,276 $868K
Lam Group, Inc. 0.58% No change 5,275 $868K
Noble Family Wealth, LLC 0.21% Add +3.7% 5,263 $866K
Ancora Advisors LLC 0.02% Reduce -5.5% 5,253 $864K
Trivium Point Advisory, LLC 0.09% Reduce -43.0% 5,232 $860K
Ironwood Financial, llc 0.18% No change 5,325 $855K
FC Advisory LLC 0.26% Reduce -5.6% 5,189 $853K
Farmers & Merchants Investments Inc. 0.02% Reduce -1.1% 5,109 $840K
L2 Asset Management, LLC 0.14% New 5,099 $839K
Pinnacle Bancorp, Inc. 0.26% Reduce -0.4% 5,095 $838K
Farther Finance Advisors, LLC 0.02% Reduce -16.1% 5,079 $835K
North Star Investment Management Corp. 0.06% No change 5,061 $832K
Aaron Wealth Advisors LLC 0.09% No change 5,059 $832K
Berkeley, Inc 0.30% Reduce -3.5% 5,048 $830K
Goelzer Investment Management, Inc. 0.05% Add +67.1% 5,025 $826K
FineMark National Bank & Trust 0.03% Reduce -5.8% 4,994 $821K
Baker Ellis Asset Management LLC 0.11% Reduce -12.3% 4,970 $817K
Leo Wealth, LLC 0.06% New 4,970 $817K
Vise Technologies, Inc. 0.03% — 4,945 $813K
IHT Wealth Management, LLC 0.02% Reduce -10.9% 4,943 $813K
Spreng Capital Management, Inc. 0.34% Add +0.1% 4,915 $808K
Founders Financial Alliance, LLC 0.18% No change 4,900 $806K
GWN Securities Inc. 0.15% Add +53.7% 4,872 $804K
Legacy Financial Group LLC 0.11% Add +5.3% 4,890 $804K
Connecticut Wealth Management, LLC 0.04% No change 4,866 $800K
Becker Capital Management Inc. 0.02% Reduce -80.8% 4,826 $798K
Warner Financial, Inc. 0.33% Reduce -16.9% 4,838 $796K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.3% 4,826 $794K
Empower Advisory Group, LLC 0.00% Reduce -0.5% 4,821 $793K
Bluespring Wealth Management, LLC 0.08% Reduce -17.3% 4,785 $791K
Summit Financial Strategies, Inc. 0.07% Add +75.8% 4,805 $790K
Integrated Advisors Network LLC 0.04% Add +13.9% 4,755 $782K
Chapin Davis, Inc. 0.22% Add +1.3% 4,747 $781K
Colonial Trust Co / SC 0.11% No change 4,735 $779K
Wrapmanager Inc. 0.19% Add +3.8% 4,726 $777K
Wingate Wealth Advisors, Inc. 0.69% No change 4,725 $777K
Glass Jacobson Investment Advisors llc 0.30% Reduce -11.9% 4,679 $770K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -6.7% 4,583 $754K
Exchange Traded Concepts, LLC 0.01% Add +8.8% 4,570 $752K
Consolidated Portfolio Review Corp 0.10% Reduce -8.1% 4,549 $748K
Cambridge Financial Group, LLC 0.28% Reduce -14.4% 4,546 $748K
Gladstone Institutional Advisory LLC 0.03% Reduce -12.9% 4,510 $742K
Meridian Financial Advisors, LLC 0.48% Add +3.4% 4,507 $741K
Synergy Asset Management, LLC 0.08% Add +27.1% 4,502 $740K
Northwest & Ethical Investments L.P. 0.02% New 4,500 $740K
First Trust Advisors LP 0.00% Add +20.8% 4,477 $736K
Rockingstone Advisors LLC 0.39% Reduce -1.2% 4,465 $734K
Prossimo Advisors, LLC 0.59% Reduce -21.2% 4,459 $733K
Atlas Brown,Inc. 0.23% Reduce -7.5% 4,447 $731K
Citadel Advisors 0.00% Reduce -58.5% 4,443 $731K
Tactive Advisors, LLC 0.24% — 4,426 $728K
Financial Alternatives, Inc 0.47% No change 4,402 $724K
Clearstead Advisors, LLC 0.01% Reduce -22.4% 4,343 $714K
Strategic Financial Partners, Ltd. 0.33% Reduce -2.8% 4,304 $708K
Horizon Bancorp Inc. 0.35% Reduce -0.2% 4,270 $702K
Arkadios Wealth Advisors 0.02% Add +22.5% 4,266 $702K
Russell Investments Group, Ltd. 0.00% Add +76.6% 4,261 $701K
TD Private Client Wealth LLC 0.02% Add +9.2% 4,260 $701K
United Capital Financial Advisors, LLC 0.01% Add +3.8% 4,187 $689K
HF Advisory Group, LLC 0.27% Add +10.5% 4,168 $685K
Pension & Wealth Management Advisors, Inc. 0.23% Add +0.5% 4,159 $684K
Calamos Wealth Management LLC 0.03% No change 4,141 $681K
One Day In July LLC 0.06% Add +2.0% 4,138 $681K
XY Planning Network, Inc. 0.23% New 4,129 $679K
Principle Wealth Partners LLC 0.04% New 4,126 $679K
Ocean Park Asset Management, LLC 0.02% No change 4,200 $674K
Crux Wealth Advisors 0.29% No change 4,092 $673K
Pasadena Private Wealth, LLC 0.11% Add +0.7% 4,077 $671K
Centaurus Financial, Inc. 0.04% Reduce -0.1% 4,066 $669K
Creekside Partners 0.31% No change 4,008 $659K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -15.8% 4,007 $659K
Truepoint, Inc. 0.02% Reduce -16.1% 3,981 $655K
ERn Financial, LLC 0.14% Reduce -2.5% 3,944 $649K
Keyvantage Wealth, LLC 0.29% Reduce -6.8% 3,932 $647K
Investmark Advisory Group LLC 0.30% No change 3,891 $640K
Alliancebernstein L.P. 0.00% Add +2.6% 3,880 $638K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.9% 3,859 $635K
MorganRosel Wealth Management, LLC 0.17% Add +15.4% 3,823 $629K
Richmond Investment Services, LLC 0.13% Add +89.5% 3,786 $623K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -6.2% 3,724 $612K
Gotham Asset Management 0.00% Add +34.4% 3,703 $609K
Collaborative Wealth Managment Inc. 0.26% Reduce -5.5% 3,672 $604K
Aspiriant, LLC 0.02% No change 3,672 $604K
Vista Investment Partners Ii, LLC 0.29% New 3,668 $603K
Copia Wealth Management 0.51% Add +4.9% 3,650 $600K
Yarger Wealth Strategies, LLC 0.31% No change 3,643 $599K
Key Financial Inc 0.12% Add +0.4% 3,634 $598K
McNamara Financial Services, Inc. 0.12% Reduce -2.9% 3,634 $598K
PFG Investments, LLC 0.03% Reduce -7.9% 3,612 $594K
Rehmann Capital Advisory Group 0.04% Reduce -5.4% 3,560 $585K
Old North State Wealth Management, LLC 0.30% Add +7.5% 3,545 $584K
Lauterbach Financial Advisors, LLC 0.32% No change 3,540 $582K
Zions Bancorporation, National Association 0.03% No change 3,534 $581K
Nikulski Financial, Inc. 0.16% Add +71.4% 3,510 $577K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.6% 3,508 $577K
Dynamic Advisor Solutions LLC 0.02% Add +78.5% 3,502 $576K
Ausdal Financial Partners, Inc. 0.04% Add +8.3% 3,494 $575K
WP Advisors, LLC 0.16% No change 3,491 $574K
Legacy Capital Wealth Partners, LLC 0.13% Reduce -1.3% 3,483 $573K
Evergreen Capital Management LLC 0.02% Reduce -4.8% 3,450 $570K
S.A. Mason LLC 0.27% Reduce -1.1% 3,444 $566K
C M Bidwell & Associates Ltd. 0.29% Reduce -6.3% 3,403 $560K
WealthTrak Capital Management LLC 0.46% Reduce -0.2% 3,382 $556K
Koshinski Asset Management, Inc. 0.04% No change 3,377 $555K
American Money Management, LLC 0.10% No change 3,338 $549K
Curi Capital, LLC 0.01% Add +101.7% 3,322 $549K
QTR Family Wealth, LLC 0.34% Add +0.1% 3,333 $548K
Compound Planning, Inc. 0.02% Reduce -41.5% 3,317 $545K
Private Client Services, LLC 0.21% Reduce -1.0% 3,312 $545K
Wesbanco Bank Inc. 0.02% Add +14.2% 3,308 $544K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.20% Reduce -1.8% 3,217 $540K
Rialto Wealth Management, LLC 0.15% Reduce -0.9% 3,286 $540K
Grantvest Financial Group LLC 0.40% Reduce -7.7% 3,276 $539K
Fairscale Capital, LLC 0.39% Reduce -1.8% 3,219 $539K
United Advisor Group, LLC 0.09% Add +53.6% 3,265 $537K
Beaird Harris Wealth Management, LLC 0.04% No change 3,240 $533K
QRG Capital Management, Inc. 0.00% Reduce -4.5% 3,216 $529K
Joseph P. Lucia & Associates, LLC 0.22% Reduce -8.0% 3,201 $526K
Fidelis Capital Partners, LLC 0.05% No change 3,150 $526K
Parkside Financial Bank & Trust 0.06% Reduce -19.9% 3,151 $518K
Capital Analysts, LLC 0.02% Add +643.1% 3,136 $516K
Narus Financial Partners, LLC 0.16% Reduce -21.9% 3,137 $516K
Pinion Investment Advisors, LLC 0.18% Reduce -1.7% 3,131 $515K
Inspire Advisors, LLC 0.05% Add +1.6% 3,122 $513K
Argent Advisors, Inc. 0.16% No change 3,100 $510K
Fiduciary Financial Group, LLC 0.09% Add +3.6% 3,057 $509K
Curated Wealth Partners LLC 0.06% No change 3,079 $506K
Beacon Financial Advisory LLC 0.13% Add +1.3% 3,074 $506K
Strategic Advisors LLC 0.10% Reduce -67.3% 3,069 $505K
Medallion Wealth Advisors, LLC 0.19% Reduce -6.8% 3,001 $501K
CreativeOne Wealth, LLC 0.01% Reduce -19.3% 3,028 $498K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -0.7% 3,009 $495K
Aviso Wealth Management 0.23% Reduce -3.7% 3,008 $495K
Richards, Merrill & Peterson, Inc. 0.24% No change 3,008 $495K
First Bancorp, Inc 0.28% No change 3,000 $493K
Amplius Wealth Advisors, LLC 0.05% No change 2,995 $493K
BLB&B Advisors, LLC 0.02% Reduce -20.2% 2,982 $490K
Winebrenner Capital Management LLC 0.40% Add +4.1% 2,977 $490K
Blue Bell Private Wealth Management, LLC 0.08% Add +14.7% 2,964 $487K
Compass Capital Corp. /Ma/ 0.23% Reduce -34.0% 2,915 $487K
Apollon Wealth Management, LLC 0.01% Reduce -0.8% 2,950 $485K
Baldwin Investment Management, LLC 0.06% Reduce -63.6% 2,944 $484K
Diversify Advisory Services, LLC 0.02% Reduce -10.8% 2,852 $483K
Mill Creek Capital Advisors, LLC 0.01% No change 2,932 $482K
Silverlake Wealth Management LLC 0.14% Reduce -0.1% 2,910 $479K
Yoder Wealth Management, Inc. 0.25% No change 2,907 $478K
Jacobi Capital Management LLC 0.03% Add +1.8% 2,902 $477K
Rockbridge Investment Management, LCC 0.05% Reduce -8.6% 2,895 $476K
RFG Advisory, LLC 0.01% Reduce -6.0% 2,891 $475K
Keybank National Association 0.00% Reduce -9.8% 2,889 $475K
Horizon Investments, LLC 0.01% Add +31.3% 2,876 $473K
Waller Financial Planning Group, Inc. 0.11% Add +4.4% 2,875 $473K
Elevation Point Wealth Partners, LLC 0.04% Reduce -2.6% 2,873 $472K
NORTHSTAR ASSET MANAGEMENT Co 0.11% No change 2,865 $471K
Professional Financial Advisors, LLC 0.11% Add +1.1% 2,837 $467K
BCS Wealth Management 0.10% No change 2,830 $465K
Octavia Wealth Advisors, LLC 0.05% Reduce -13.1% 2,801 $463K
Investments & Financial Planning, LLC 0.27% Add +0.3% 2,807 $462K
Courier Capital LLC 0.03% Reduce -23.4% 2,805 $461K
Tme Financial, Inc. 0.37% Reduce -16.6% 2,801 $461K
Verdence Capital Advisors LLC 0.03% Add +0.8% 2,795 $460K
G2 Capital Management, LLC / Oh 0.13% Reduce -12.2% 2,792 $459K
Advisors Capital Management, LLC 0.01% Add +88.3% 2,768 $455K
Elm Partners Management LLC 0.03% Add +6.0% 2,758 $454K
Lodestar Private Asset Management LLC 0.05% Reduce -6.5% 2,756 $453K
Quad-Cities Investment Group, LLC 0.21% Add +5.7% 2,750 $452K
Thompson Siegel & Walmsley LLC 0.01% Reduce -28.8% 2,737 $450K
NorthRock Partners, LLC 0.01% No change 2,706 $447K
Traveka Wealth, LLC 0.24% Add +0.5% 2,711 $446K
Fulton Bank, N.A. 0.02% Reduce -6.4% 2,709 $446K
Private Trust Co. NA 0.04% Add +18.8% 2,696 $443K
Paragon Capital Management Ltd 0.08% Add +56.2% 2,692 $443K
SeaCrest Wealth Management, LLC 0.05% Add +6.5% 2,674 $440K
TPG Financial Advisors, LLC 0.18% Reduce -25.2% 2,672 $439K
Essex Bank 0.10% No change 2,665 $438K
Vertex Planning Partners, LLC 0.09% No change 2,663 $438K
First Citizens Bank & Trust Co. 0.01% Add +1.9% 2,603 $428K
Franklin Resources Inc. 0.00% Reduce -52.0% 2,600 $428K
Northwest Bancshares, Inc. 0.07% Reduce -0.5% 2,573 $423K
Nicolet Advisory Services, LLC 0.04% Add +29.5% 2,532 $420K
Continuum Advisory, LLC 0.05% Reduce -29.6% 2,541 $418K
Mission Wealth Management, LP 0.01% Add +2.5% 2,536 $417K
Elevation Wealth Partners, LLC 0.16% Reduce -14.4% 2,521 $415K
Eagle Bay Advisors LLC 0.34% No change 2,503 $414K
Bank of Marin 0.31% New 2,511 $413K
Oxbow Advisors, LLC 0.05% Reduce -1.3% 2,507 $412K
Walled Lake Planning & Wealth Management, LLC 0.13% Reduce -0.9% 2,503 $412K
Paulson Wealth Management Inc. 0.11% Reduce -9.1% 2,496 $410K
StoneX Group Inc. 0.02% Add +0.2% 2,477 $409K
Evanson Asset Management, LLC 0.03% No change 2,482 $408K
Sonata Capital Group Inc. 0.16% Add +2.5% 2,459 $404K
Sterling Investment Counsel, LLC 0.24% Add +1.4% 2,452 $403K
Plante Moran Financial Advisors, LLC 0.03% Add +0.9% 2,437 $401K
Beaumont Financial Advisors, LLC 0.03% No change 2,424 $399K
Altiora Financial Group, LLC 0.08% No change 2,422 $398K
Tyche Wealth Partners LLC 0.08% No change 2,420 $398K
Lake Street Private Wealth, LLC 0.06% No change 2,414 $397K
Bailard, Inc. 0.01% No change 2,414 $397K
Balboa Wealth Partners 0.08% New 2,411 $397K
Beckerman Institutional, LLC 0.26% Reduce -13.0% 2,388 $393K
Clarity Capital Advisors, LLC 0.23% Add +48.7% 2,389 $393K
Compass Ion Advisors, LLC 0.04% Reduce -2.5% 2,378 $391K
Beacon Financial Group 0.04% No change 2,369 $390K
Fuller & Thaler Asset Management, Inc. 0.00% Add +41.5% 2,354 $387K
Flputnam Investment Management Co. 0.01% No change 2,331 $383K
Signaturefd, LLC 0.01% Reduce -14.5% 2,327 $383K
Plancorp, LLC 0.01% Reduce -7.8% 2,323 $382K
Facet Wealth, Inc. 0.01% Reduce -15.6% 2,282 $382K
Archer Investment Corp 0.09% Add +0.8% 2,319 $381K
Smith Thornton Advisors LLC 0.22% No change 2,298 $378K
Holderness Investments Co. 0.08% Reduce -4.2% 2,290 $377K
Diversified Enterprises, LLC 0.03% Reduce -6.0% 2,269 $373K
Fifth Third Wealth Advisors LLC 0.02% New 2,268 $373K
Klingman & Associates, LLC 0.02% Reduce -2.2% 2,265 $373K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,250 $370K
Crane Advisory, LLC 0.06% Add +56.7% 2,213 $370K
Foundations Investment Advisors, LLC 0.01% Reduce -86.0% 2,245 $369K
LongView Wealth Management 0.11% Reduce -6.3% 2,245 $369K
Qube Research & Technologies Ltd 0.00% Add +51.4% 2,239 $368K
Coldstream Capital Management Inc. 0.01% No change 2,229 $367K
Snider Financial Group 0.11% No change 2,228 $366K
Forum Private Client Group LLC 0.14% Add +0.3% 2,226 $366K
HSBC Holdings PLC 0.00% No change 2,226 $366K
Clark Asset Management, LLC 0.05% Add +43.2% 2,222 $365K
Fearless Solutions, LLC dba Best Invest 0.26% No change 2,219 $365K
LMG Wealth Partners, LLC 0.07% No change 2,201 $362K
Arete Wealth Advisors, LLC 0.03% Reduce -9.4% 2,198 $361K
North Capital, Inc. 0.31% No change 2,195 $361K
Note Advisors, LLC 0.25% Reduce -35.1% 2,190 $360K
Sierra Capital LLC 0.04% Reduce -1.2% 2,182 $359K
Family Investment Center, Inc. 0.08% Add +0.1% 2,163 $357K
CWA Asset Management Group, LLC 0.01% No change 2,151 $354K
Destiny Wealth Partners, LLC 0.05% No change 2,139 $352K
Mosaic Financial Group, LLC 0.27% No change 2,127 $350K
Breakwater Capital Group 0.06% Reduce -0.1% 2,120 $349K
Running Point Capital Advisors, LLC 0.10% No change 2,120 $349K
Texas Bank & Trust Co 0.14% Add +5.0% 2,118 $348K
ARK & TLK Investments, LLC 0.11% Add +0.1% 2,114 $348K
Whalerock Point Partners, LLC 0.08% No change 2,097 $345K
Intelligence Driven Advisers, LLC 0.05% No change 2,092 $344K
Fisher Asset Management 0.00% New 2,087 $343K
HTG Investment Advisors, Inc. 0.13% No change 2,087 $343K
Embree Financial Group 0.05% No change 2,078 $342K
Integral Investment Advisors, Inc. 0.10% Add +25.6% 2,075 $341K
Novak & Powell Financial Services, Inc. 0.24% Reduce -68.8% 2,066 $340K
Brooklyn FI, LLC 0.09% Reduce -1.0% 2,066 $340K
Dorsey & Whitney Trust CO LLC 0.02% No change 2,060 $339K
Brown Brothers Harriman & Co. 0.00% No change 2,042 $336K
MAS Advisors LLC 0.55% Add +5.1% 2,032 $334K
Western Wealth Management, LLC 0.02% Reduce -7.3% 2,027 $333K
waypoint wealth counsel 0.16% No change 2,005 $330K
Navis Wealth Advisors, LLC 0.28% No change 2,000 $329K
Maridea Wealth Management LLC 0.09% No change 1,999 $329K
Pinnacle Associates Ltd. 0.00% Reduce -2.9% 1,989 $327K
Amara Financial, Llc. 0.29% Reduce -1.1% 1,984 $326K
ICONIQ Capital, LLC 0.01% Reduce -1.6% 1,979 $325K
Bridges Investment Management Inc. 0.00% Reduce -12.7% 1,975 $325K
Maseco LLP 0.01% — 1,968 $324K
MCF Advisors LLC 0.02% No change 1,967 $324K
Richardson Financial Services Inc. 0.22% Reduce -27.4% 1,943 $324K
Townsend & Associates, Inc 0.03% No change 1,885 $322K
Heritage Wealth Advisors 0.02% No change 1,949 $321K
Bessemer Group Inc. 0.00% No change 1,925 $317K
Legacy Bridge, LLC 0.15% No change 1,925 $317K
Factor Wealth Management LTD 0.09% Add +24.4% 1,925 $317K
One Capital Management, LLC 0.01% Add +6.5% 1,919 $316K
Von Berge Wealth Management Group, LLC 0.18% Reduce -1.2% 1,865 $316K
Idaho Trust Co 0.11% Reduce -10.9% 1,915 $315K
Towerpoint Wealth, LLC 0.14% No change 1,909 $314K
Biltmore Family Office, LLC 0.05% No change 1,899 $314K
Wealthstream Advisors, Inc. 0.05% No change 1,897 $312K
LWM Advisors Inc. 0.35% No change 1,896 $312K
Cornerstone Planning Group LLC 0.06% Reduce -2.1% 1,858 $311K
Lowery Thomas, LLC 0.20% Reduce -13.9% 1,886 $310K
Capital Squared Financial LLC 0.36% — 1,882 $310K
Sage Rhino Capital LLC 0.07% No change 1,878 $309K
Two Sigma Securities, LLC 0.04% New 1,872 $308K
Comprehensive Money Management Services LLC 0.23% Reduce -11.8% 1,865 $307K
IFG Advisory, LLC 0.02% Add +23.4% 1,862 $306K
Long Island Wealth Management, Inc. 0.16% New 1,854 $305K
Tsfg, LLC 0.06% No change 1,851 $304K
Eagle Harbor Asset Management Inc. 0.29% Reduce -0.9% 1,844 $303K
McGlone Suttner Wealth Management, Inc. 0.05% Reduce -29.0% 1,842 $303K
Finward Bancorp 0.24% Reduce -1.6% 1,837 $302K
Verum Partners LLC 0.07% No change 1,825 $300K
Valmark Advisers, Inc. 0.00% Add +8.6% 1,823 $300K
Moloney Securities Asset Management, LLC 0.04% No change 1,816 $299K
Benchmark Wealth Management, LLC 0.13% No change 1,797 $296K
Soltis Investment Advisors LLC 0.02% Reduce -3.2% 1,796 $295K
BIP Wealth, LLC 0.02% Reduce -27.0% 1,796 $295K
Private Wealth Asset Management, LLC 0.04% Add +9.4% 1,793 $295K
SkyOak Wealth, LLC 0.06% No change 1,786 $294K
Grey Fox Wealth Advisors, LLC 0.07% Reduce -5.3% 1,768 $292K
Ethos Financial Group, LLC 0.03% New 1,764 $292K
Newman Dignan & Sheerar, Inc. 0.07% No change 1,768 $291K
Ameliora Wealth Management Ltd. 0.10% No change 1,750 $288K
Retirement Planning Group, LLC 0.01% Reduce -0.1% 1,750 $288K
Orleans Capital Management Corp. 0.15% New 1,742 $286K
Quadcap Wealth Management, LLC 0.04% Add +0.3% 1,705 $280K
Legacy Financial Advisors, Inc. 0.04% Add +14.1% 1,705 $280K
Golden State Wealth Management, LLC 0.03% Reduce -17.5% 1,699 $279K
Revisor Wealth Management LLC 0.10% Add +2.2% 1,659 $279K
Sovran Advisors, LLC 0.03% Reduce -5.4% 1,676 $279K
Outbound Financial Inc 0.25% — 1,678 $276K
OneAscent Financial Services LLC 0.02% Reduce -45.4% 1,650 $273K
Venture Visionary Partners LLC 0.01% No change 1,658 $273K
Colony Family Offices, LLC 0.07% No change 1,640 $271K
Wealthspan Partners, LLC 0.11% Reduce -15.4% 1,648 $271K
Prospera Capital Management, LLC 0.15% No change 1,631 $270K
Lion Street Advisors, LLC 0.08% Add +0.2% 1,637 $269K
Optivise Advisory Services LLC 0.14% Reduce -4.6% 1,634 $269K
Marquette Associates, Inc. 0.26% Reduce -24.0% 1,634 $269K
Comprehensive Financial Planning, Inc. 0.21% Add +0.1% 1,616 $266K
Financial Freedom, LLC 0.14% No change 1,603 $264K
Barnes Pettey Financial Advisors, LLC 0.18% Add +0.8% 1,599 $263K
Pine Valley Investments Ltd Liability Co 0.02% No change 1,587 $262K
Foundation Wealth Management, LLC\PA 0.11% No change 1,592 $262K
Murphy Pohlad Asset Management LLC 0.11% Add +2.9% 1,586 $261K
Wealth Effects LLC 0.10% Add +0.6% 1,578 $260K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 1,567 $258K
Sonora Investment Management Group, LLC 0.02% No change 1,564 $257K
Cravens & Co Advisors, LLC 0.19% Reduce -12.0% 1,560 $257K
Kornitzer Capital Management Inc. 0.01% No change 1,556 $256K
Silvercrest Asset Management Group LLC 0.00% Reduce -4.1% 1,507 $248K
Quaker Wealth Management, LLC 0.08% — 1,502 $247K
Integris Wealth Management, LLC 0.06% No change 1,500 $247K
Forum Financial Management, LP 0.00% Add +5.6% 1,500 $247K
Round Rock Advisors LLC 0.04% Reduce -33.5% 1,498 $246K
Patten & Patten Inc. 0.02% No change 1,498 $246K
Caldwell Trust Co 0.02% Reduce -0.7% 1,493 $246K
Dodds Wealth, LLC 0.07% Reduce -0.6% 1,489 $245K
JPL Wealth Management, LLC 0.07% No change 1,487 $245K
M&T Bank Corp 0.00% New 1,482 $244K
TruNorth Capital Management, LLC 0.05% No change 1,472 $242K
City State Bank 0.08% No change 1,467 $241K
Brown Financial Advisory 0.13% New 1,463 $241K
Coastline Trust Co 0.03% No change 1,460 $240K
Diversified Trust Co. 0.01% No change 1,460 $240K
Lodestone Wealth Management LLC 0.12% Add +0.3% 1,454 $239K
Sapient Capital LLC 0.00% Add +2.5% 1,442 $238K
Silver Coast Investments LLC 0.09% Add +0.8% 1,442 $237K
Kennicott Capital Management LLC 0.14% No change 1,439 $237K
Panoramic Investment Advisors, LLC 0.14% No change 1,435 $236K
Theory Financial LLC 0.09% No change 1,406 $235K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -52.5% 1,409 $235K
1 North Wealth Services LLC 0.09% Add +32.2% 1,429 $235K
BOK Financial Private Wealth, Inc. 0.02% No change 1,419 $235K
Capital Investment Advisors, LLC 0.00% New 1,424 $234K
Gemmer Asset Management LLC 0.02% No change 1,419 $233K
Gen-Wealth Partners Inc 0.09% Add +3.0% 1,416 $233K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -25.3% 1,412 $232K
Roundview Capital LLC 0.02% Reduce -8.8% 1,412 $232K
Atticus Wealth Management, LLC 0.06% Add +20.0% 1,411 $232K
VSM Wealth Advisory, LLC 0.08% No change 1,410 $232K
Blalock Williams, LLC 0.23% No change 1,407 $231K
Vanguard Personalized Indexing Management, LLC 0.00% New 1,400 $230K
New England Private Wealth Advisors LLC 0.03% No change 1,367 $230K
Robinson Smith Wealth Advisors LLC 0.18% Add +0.5% 1,388 $228K
Evoke Wealth, LLC 0.01% Reduce -32.8% 1,380 $228K
Shepherd Financial Partners LLC 0.02% No change 1,387 $228K
Meriwether Wealth & Planning, LLC 0.14% No change 1,384 $228K
Better Money Decisions, LLC 0.14% No change 1,376 $226K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 1,371 $225K
Capital Investment Advisory Services, LLC 0.02% Reduce -6.9% 1,366 $225K
Cornerstone Advisory, LLC 0.02% No change 1,361 $224K
Obsidian Personal Planning Solutions LLC 0.09% New 1,359 $224K
WNY Asset Management, LLC 0.02% Reduce -67.6% 1,354 $223K
Prudent Investors Network, Inc. 0.06% No change 1,353 $223K
Operose Advisors LLC 0.06% No change 1,353 $222K
NewSquare Capital LLC 0.02% Reduce -2.3% 1,352 $222K
Partners in Financial Planning 0.04% No change 1,349 $222K
Optima Capital LLC 0.12% No change 1,347 $222K
Redmond Asset Management, LLC 0.05% Reduce -0.1% 1,339 $220K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -2.7% 1,330 $219K
Cottage Street Advisors LLC 0.11% No change 1,327 $218K
Creative Financial Designs Inc. 0.02% Reduce -3.4% 1,326 $218K
Curio Wealth, LLC 0.10% Add +18814.3% 1,324 $218K
Proffitt & Goodson Inc. 0.03% No change 1,323 $218K
Spectrum Planning & Advisory Services Inc. 0.14% New 1,321 $217K
Concord Asset Management, LLC 0.03% New 1,316 $216K
Concord Wealth Partners 0.03% Reduce -14.2% 1,316 $216K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 1,315 $216K
Bogart Wealth, LLC 0.01% Reduce -2.8% 1,302 $214K
Calton & Associates, Inc. 0.04% Reduce -34.4% 1,298 $214K
Quartz Partners, LLC 0.10% New 1,295 $213K
PBMares Wealth Management LLC 0.04% Reduce -0.5% 1,289 $212K
CoreCap Advisors, LLC 0.01% Reduce -24.8% 1,283 $211K
Saxony Capital Management, LLC 0.16% New 1,280 $211K
Bradley Foster & Sargent Inc. 0.00% Reduce -36.6% 1,278 $210K
Crescent Grove Advisors, LLC 0.02% No change 1,263 $209K
Meredith Wealth Planning 0.08% New 1,266 $208K
Kennedy Capital Management LLC 0.00% New 1,260 $207K
Mayfair Advisory Group, LLC 0.10% New 1,229 $206K
Florida Financial Advisors, LLC 0.05% New 1,248 $205K
Greatmark Investment Partners, Inc. 0.03% Reduce -7.5% 1,244 $205K
Sargent Investment Group, LLC 0.03% New 1,223 $204K
AlphaCore Capital LLC 0.01% Add +5.2% 1,223 $202K
Colonial Trust Advisors 0.02% No change 1,228 $202K
Astoria Portfolio Advisors LLC. 0.06% New 1,190 $202K
Bestgate Wealth Advisors, LLC 0.42% No change 1,255 $201K
Advantage Trust Co 0.10% No change 1,225 $201K
Valeo Financial Advisors, LLC 0.01% Reduce -43.0% 1,225 $201K
Smartleaf Asset Management LLC 0.02% Reduce -71.9% 1,223 $201K
Vicus Capital 0.02% New 1,220 $201K
Northstar Financial Companies, Inc. 0.21% New 1,220 $201K
WMG Financial Advisors, LLC 0.07% New 1,218 $200K
FPC Investment Advisory, Inc. 0.13% New 1,182 $200K
Pacific Center for Financial Services 0.05% No change 1,209 $199K
Wells Financial Advisors INC 0.27% No change 1,200 $197K
Brown, Lisle/Cummings, Inc. 0.05% Add +1.3% 1,200 $197K
Chapman Financial Group, LLC 0.16% — 1,177 $194K
Sachetta, LLC 0.08% No change 1,177 $194K
Cornerstone National Bank & Trust Co 0.08% No change 1,133 $186K
Montag A & Associates Inc. 0.01% No change 1,130 $186K
MGB Wealth Management, LLC 0.06% Reduce -38.0% 1,112 $183K
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.8% 1,076 $179K
Bartlett & Co. Wealth Management LLC 0.00% Add +3.0% 1,077 $178K
Jackson, Grant Investment Advisers, Inc. 0.06% Reduce -1.0% 1,058 $174K
HM Payson & Co. 0.00% No change 1,013 $167K
GoalVest Advisory LLC 0.04% Add +101.2% 1,002 $165K
First PREMIER Bank 0.04% No change 981 $161K
Larson Financial Group LLC 0.01% Reduce -5.8% 953 $157K
BlackRock, Inc. 0.00% Reduce -35.8% 943 $155K
Centricity Wealth Management, LLC 0.12% No change 929 $153K
Financial Perspectives, Inc 0.05% Reduce -2.3% 929 $153K
Greykasell Wealth Strategies, Inc. 0.07% No change 919 $151K
Annis Gardner Whiting Capital Advisors, LLC 0.05% No change 913 $151K
Opal Wealth Advisors, LLC 0.04% Add +13.9% 910 $150K
New Republic Capital, LLC 0.05% Reduce -28.9% 860 $142K
Beacon Capital Management, LLC 0.02% Reduce -17.6% 864 $142K
Private Wealth Management Group, LLC 0.04% No change 820 $135K
Salomon & Ludwin, LLC 0.01% Reduce -2.5% 763 $127K
Physician Wealth Advisors, Inc. 0.02% No change 769 $126K
Matrix Private Capital Group LLC 0.07% Add +8.7% 749 $124K
Asset Dedication, LLC 0.01% No change 738 $121K
Center for Financial Planning, Inc. 0.01% No change 736 $121K
St Germain D J Co. Inc. 0.01% Add +0.6% 719 $118K
Sage Mountain Advisors LLC 0.01% No change 712 $117K
Holos Integrated Wealth LLC 0.07% No change 695 $117K
Hazlett, Burt & Watson, Inc. 0.05% Add +6.1% 697 $116K
Blue Trust, Inc. 0.00% Add +20.1% 704 $116K
Armstrong Advisory Group, Inc. 0.01% Reduce -12.4% 697 $115K
ORG Partners LLC 0.02% No change 674 $112K
GAMMA Investing LLC 0.01% No change 676 $111K
Glen Eagle Advisors, LLC 0.02% No change 653 $107K
Birchbrook, Inc. 0.06% No change 625 $103K
Horizon Financial Services, LLC 0.05% Reduce -13.1% 602 $99K
Robinswood Financial LLC 0.04% No change 601 $99K
Frazier Financial Advisors, LLC 0.07% No change 570 $94K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 548 $91K
Ameriflex Group, Inc. 0.05% Add +229.3% 550 $90K
N.E.W. Advisory Services LLC 0.01% Reduce -18.8% 544 $89K
LGT Financial Advisors LLC 0.22% Reduce -28.8% 535 $88K
Ascentis Wealth Management, LLC 0.02% No change 527 $88K
Simplex Trading, LLC 0.00% New 528 $86K
GPS Wealth Strategies Group, LLC 0.01% Reduce -3.8% 514 $85K
Evolution Wealth Management Inc. 0.10% — 504 $83K
Armor Investment Advisors, LLC 0.03% No change 495 $81K
Evermay Wealth Management LLC 0.01% Reduce -11.4% 473 $78K
Parkworth Wealth Management, Inc. 0.06% No change 472 $78K
MV Capital Management, Inc. 0.01% No change 470 $77K
First Command Advisory Services, Inc. 0.00% No change 466 $77K
Rossby Financial, LCC 0.03% Reduce -0.6% 465 $76K
Duncker Streett & Co. Inc. 0.01% No change 465 $76K
Salem Investment Counselors Inc. 0.00% Reduce -77.6% 458 $75K
MeadowBrook Investment Advisors LLC 0.07% No change 455 $75K
Tortoise Investment Management, LLC 0.01% No change 455 $75K
Tanglewood Legacy Advisors, LLC 0.03% No change 436 $72K
Midwest Capital Advisors, LLC 0.04% Reduce -16.8% 432 $71K
Olistico Wealth, LLC 0.04% No change 430 $71K
DiNuzzo Private Wealth, Inc. 0.01% No change 425 $70K
Cordant, Inc. 0.03% No change 423 $70K
Peachtree Investment Partners, LLC 0.03% No change 422 $69K
Hanson & Doremus Investment Management 0.01% No change 413 $68K
Anchor Investment Management, LLC 0.01% Add +1.7% 409 $67K
Angeles Wealth Management, LLC 0.00% New 407 $67K
Cullen/Frost Bankers, Inc. 0.00% No change 402 $66K
Carolina Wealth Advisors, LLC 0.03% No change 390 $64K
Nordwand Advisors, LLC 0.01% No change 390 $64K
2UniFi Bank 0.04% No change 378 $62K
Traub Capital Management LLC 0.06% — 370 $61K
Wagner Wealth Management, LLC 0.01% No change 360 $59K
Fiduciary Advisors, Inc. 0.05% No change 357 $59K
Trust Co. of Toledo NA 0.01% New 357 $59K
FSA Wealth Management LLC 0.02% Add +0.1% 647 $58K
Rothschild Investment LLC 0.00% Add +30.4% 347 $57K
Abound Wealth Management 0.02% Reduce -0.3% 330 $54K
Harbor Asset Planning, Inc. 0.05% — 321 $53K
Keener Financial Planning LLC 0.03% Add +17.9% 316 $51K
American Capital Advisory, LLC 0.02% No change 300 $49K
Optimum Investment Advisors 0.02% No change 300 $49K
Lanark Financial, Inc. 0.00% No change 298 $49K
Maryland Capital Advisors Inc. 0.02% No change 295 $49K
Wallace Hart LLC 0.04% New 293 $48K
Raffa Wealth Management, LLC 0.01% No change 290 $48K
Ameritas Investment Partners, Inc. 0.00% No change 287 $47K
Stuart Chaussee & Associates, Inc. 0.01% No change 284 $47K
Fairman Group, LLC 0.04% No change 281 $47K
Legacy Investment Solutions, LLC 0.02% — 281 $46K
Legacy Wealth Managment, LLC 0.02% No change 281 $46K
Sunbelt Securities, Inc. 0.00% Add +2454.6% 281 $45K
Sound Income Strategies, LLC 0.00% Reduce -2.5% 272 $45K
Hantz Financial Services, Inc. 0.00% Reduce -6.3% 267 $44K
Brooklyn Investment Group 0.01% Reduce -6.3% 267 $44K
Tower Research Capital LLC (TRC) 0.00% New 258 $42K
GeoWealth Management, LLC 0.00% No change 247 $41K
Founders Capital Management 0.02% No change 246 $40K
Northwest Capital Management Inc 0.02% No change 237 $39K
Allianz SE 0.00% No change 237 $39K
Eukles Asset Management 0.02% No change 231 $38K
EPG Wealth Management LLC 0.01% No change 228 $38K
Jackson Hole Capital Partners, LLC 0.01% No change 224 $37K
Hurley Capital, LLC 0.03% No change 219 $36K
Marquette Asset Management, LLC 0.01% No change 219 $36K
West Financial Advisors, LLC 0.01% No change 218 $36K
Addison Advisors LLC 0.01% Add +45.2% 212 $35K
SBI Securities Co., Ltd. 0.00% Reduce -0.5% 211 $35K
NBT Bank, N.A. 0.00% No change 201 $33K
Tompkins Financial Corp. 0.00% No change 200 $33K
West Branch Capital LLC 0.01% No change 194 $32K
Accredited Wealth Management, LLC 0.02% No change 179 $30K
HHM Wealth Advisors, LLC 0.00% Add +0.6% 168 $28K
Aventus Investment Advisors, Inc. 0.02% — 167 $27K
Roxbury Financial LLC 0.03% No change 165 $27K
Prestige Wealth Management Group LLC 0.01% No change 160 $26K
Twin Peaks Wealth Advisors, LLC 0.01% New 136 $23K
Breakwater Investment Management 0.01% No change 135 $22K
SouthState Bank Corp 0.00% Reduce -62.9% 133 $22K
Versant Capital Management, Inc 0.00% No change 132 $22K
Financial Gravity Companies, Inc. 0.00% — 121 $20K
Clarity Asset Management, Inc. 0.01% New 116 $19K
Woodard & Co. Asset Management Group Inc. 0.00% Reduce -8.3% 110 $18K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 109 $18K
McIlrath & Eck, LLC 0.00% No change 109 $18K
MTM Investment Management, LLC 0.01% No change 107 $18K
First Community Trust NA 0.01% Add +1.9% 106 $17K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 103 $17K
Westside Investment Management, Inc. 0.00% Add +31.6% 100 $17K
Pineridge Advisors LLC 0.01% No change 101 $17K
Future Financial Wealth Managment LLC 0.01% No change 100 $16K
Main Street Group, LTD 0.01% No change 96 $16K
DecisionPoint Financial, LLC 0.00% New 93 $15K
Lowe Brockenbrough & Co. Inc. 0.00% New 94 $15K
Oxford Financial Group, LTD. LLC 0.00% Reduce -85.9% 94 $15K
Providence Capital Advisors, LLC 0.00% New 85 $14K
Stephens Consulting, LLC 0.00% Reduce -68.4% 81 $13K
Pingora Partners LLC 0.01% No change 78 $13K
Compass Planning Associates Inc 0.01% Add +46.0% 73 $12K
BankPlus Trust Department 0.00% No change 71 $12K
Peoples Financial Services Corp. 0.01% No change 69 $11K
Country Trust Bank 0.00% No change 68 $11K
Kennebec Savings Bank 0.01% No change 67 $11K
Cape Investment Advisory, Inc. 0.00% No change 66 $11K
Dynamic Wealth Strategies, LLC 0.01% New 64 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -16.4% 61 $10K
Front Row Advisors LLC 0.00% Reduce -40.0% 60 $10K
Your Advocates Ltd., LLP 0.00% No change 58 $10K
MilWealth Group LLC 0.00% No change 58 $10K
Global Wealth Strategies & Associates 0.00% No change 57 $9K
Aventura Private Wealth, LLC 0.00% No change 56 $9K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -14.5% 53 $9K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -50.5% 51 $8K
Graney & King, LLC 0.01% No change 50 $8K
Integrity Financial Corp 0.00% Reduce -41.2% 50 $8K
Bfsg, LLC 0.00% New 50 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 49 $8K
Winch Advisory Services, LLC 0.00% No change 49 $8K
Eastern Bank 0.00% New 49 $8K
Proathlete Wealth Management LLC 0.00% New 49 $8K
Financial Network Wealth Advisors LLC 0.01% No change 45 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -49.4% 45 $7K
Ridgewood Investments LLC 0.00% No change 37 $6K
Crews Bank & Trust 0.00% No change 36 $6K
Creekmur Asset Management LLC 0.00% New 34 $6K
HFM Investment Advisors, LLC 0.00% Reduce -2.9% 34 $6K
DHJJ Financial Advisors, Ltd. 0.00% No change 33 $5K
Dunhill Financial, LLC 0.00% No change 33 $5K
Global Trust Asset Management, LLC 0.00% No change 31 $5K
Coston, McIsaac & Partners 0.00% No change 33 $5K
North Ridge Wealth Advisors, Inc. 0.00% New 22 $4K
First Financial Corp. 0.00% No change 21 $3K
Costello Asset Management, INC 0.00% New 21 $3K
Team Financial Group, LLC 0.00% New 19 $3K
Capital A Wealth Management, LLC 0.03% Add +10.5% 21 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $3K
Motco 0.00% No change 17 $3K
Hollencrest Capital Management 0.00% New 17 $3K
PFS Partners, LLC 0.00% No change 16 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 16 $3K
BTG Pactual Asset Management US LLC 0.00% New 15 $2K
PrairieView Partners, LLC 0.00% No change 15 $2K
Wolff Wiese Magana LLC 0.00% No change 12 $2K
Painted Porch Advisors LLC 0.00% No change 12 $2K
Arcadia Investment Advisors LLC 0.00% No change 11 $2K
Register Financial Advisors LLC 0.00% No change 9 $1K
Rice Partnership, LLC 0.00% No change 9 $1K
Crewe Advisors LLC 0.00% Add +100.0% 8 $1K
Hopwood Financial Services, Inc. 0.00% No change 8 $1K
Kilter Group LLC 0.00% New 6 $1K
Gables Capital Management Inc. 0.00% No change 6 $987
WealthCollab, LLC 0.00% No change 4 $658
Strategic Wealth Partners, Ltd. 0.00% — 4 $658
IAG Wealth Partners, LLC 0.00% No change 4 $658
Fairway Wealth LLC 0.00% No change 3 $493
Topsail Wealth Management, LLC 0.00% No change 2 $331
Compass Financial Services Inc 0.00% New 2 $329
Tradewinds Capital Management, LLC 0.00% No change 2 $329
Morton Brown Family Wealth, LLC 0.00% No change 2 $329
Alerus Financial NA 0.00% New 2 $329
Riggs Asset Managment Co. Inc. 0.00% Reduce -98.0% 1 $165
Van Den Berg Management I, Inc. 0.00% No change 1 $164
LRI Investments, LLC 0.00% No change 1 $164
Morling Financial Advisors, LLC 0.00% No change 1 $141

"% 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.