Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q3 2025 (September 30)1,115holders −8
58new positions
54sold out
4famous investors
$172.47avg. 13F price*
At the end of Q3 2025, 1,115 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, down 8 from Q2 2025. 58 opened new positions and 54 sold out. The largest holders were Morgan Stanley ($830.2M), Assetmark, Inc. ($770.7M) and Betterment LLC ($701.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q3 2025)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $167.6M |
| Exits | 54 | $20.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,332,348 shares bought and 1,583,571 shares sold, net +1,748,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,115 holders
| Morgan Stanley | 0.05% | Add +3.1% | 4,755,529 | $830.2M |
| Assetmark, Inc. | 1.65% | Add +3.5% | 4,414,845 | $770.7M |
| Betterment LLC | 1.39% | Reduce -2.7% | 4,020,310 | $701.9M |
| Bank of America Corp. | 0.04% | Reduce -0.7% | 3,037,258 | $530.2M |
| Wells Fargo & Company | 0.09% | Add +2.3% | 2,639,034 | $460.7M |
| Royal Bank of Canada | 0.08% | Reduce -3.8% | 2,632,395 | $459.6M |
| Jones Financial Companies LLLP | 0.30% | Add +3.5% | 2,495,402 | $435.5M |
| Tiaa Trust, National Association | 0.68% | Reduce -4.5% | 1,598,204 | $279.0M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -0.2% | 1,460,909 | $255.0M |
| UBS Group AG | 0.05% | Reduce -3.9% | 1,399,135 | $244.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -2.9% | 1,162,463 | $202.9M |
| Stephens Group Asset Management, LLC | 12.90% | Reduce -7.9% | 1,096,256 | $191.4M |
| LPL Financial LLC | 0.05% | Add +1.1% | 1,075,440 | $187.8M |
| Ameriprise Financial Inc. | 0.04% | Add +6.9% | 1,052,827 | $183.8M |
| FMR LLC | 0.01% | Add +4.8% | 925,977 | $161.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -10.5% | 906,842 | $158.3M |
| Moneta Group Investment Advisors LLC | 1.23% | Add +1.5% | 886,534 | $154.8M |
| Orgel Wealth Management, LLC | 3.26% | Add +3.0% | 819,795 | $143.1M |
| Osaic Holdings, Inc. | 0.17% | Add +3.8% | 702,325 | $122.2M |
| Focus Partners Wealth | 0.19% | Add +2.2% | 682,195 | $119.1M |
| Stifel Financial Corp. | 0.11% | Add +4.2% | 671,100 | $117.2M |
| Raymond James Financial Inc. | 0.04% | Add +4.8% | 654,641 | $114.3M |
| Vantagepoint Investment Advisers LLC | 0.86% | New | 600,253 | $104.8M |
| Mariner, LLC | 0.13% | Reduce -0.9% | 582,615 | $101.7M |
| Waverly Advisors, LLC | 0.99% | Reduce -2.9% | 570,947 | $99.7M |
| SYM FINANCIAL Corp | 10.23% | Add +3.6% | 547,508 | $95.6M |
| Avior Wealth Management, LLC | 3.02% | Reduce -0.7% | 537,558 | $93.8M |
| Rockefeller Capital Management L.P. | 0.18% | Add +8.2% | 518,732 | $90.6M |
| US Bancorp \de | 0.10% | Add +0.2% | 463,712 | $81.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -3.4% | 444,139 | $77.5M |
| Creative Planning | 0.06% | Reduce -3.5% | 435,612 | $76.0M |
| Picton Mahoney Asset Management | 0.91% | Add +463.1% | 406,324 | $70.9M |
| Cetera Investment Advisers | 0.08% | Add +36.0% | 394,910 | $68.9M |
| Truist Financial Corp. | 0.09% | Add +1.8% | 380,101 | $66.4M |
| Rodgers & Associates, LTD | 6.62% | Add +2.8% | 367,997 | $64.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 362,777 | $63.3M |
| McAdam, LLC | 2.83% | Add +6.0% | 328,554 | $57.4M |
| HighTower Advisors, LLC | 0.06% | Add +0.0% | 323,060 | $56.4M |
| Berman McAleer LLC | 7.23% | — | 294,507 | $51.7M |
| Private Advisor Group, LLC | 0.25% | Add +3.7% | 285,872 | $49.9M |
| Krilogy Financial LLC | 1.87% | Add +23.5% | 289,148 | $49.7M |
| Equitable Holdings, Inc. | 0.36% | Reduce -1.4% | 283,035 | $49.4M |
| Inspirion Wealth Advisors, LLC | 6.44% | Reduce -4.4% | 274,441 | $46.0M |
| Corient Private Wealth LP | 0.07% | Add +1677.5% | 262,678 | $45.9M |
| Trust Co | 4.55% | Add +1.5% | 254,614 | $44.5M |
| 1832 Asset Management L.P. | 0.07% | Reduce -1.0% | 245,726 | $42.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.6% | 241,365 | $42.1M |
| MML Investors Services, LLC | 0.11% | Reduce -5.2% | 231,072 | $40.3M |
| Marotta Asset Management | 7.32% | Add +1.3% | 223,279 | $38.9M |
| Kwmg, LLC | 3.02% | Add +3.0% | 197,125 | $34.4M |
| NewEdge Advisors, LLC | 0.15% | Add +6.0% | 193,854 | $33.8M |
| Benjamin Edwards Inc. | 0.37% | Add +2.9% | 189,333 | $33.1M |
| Shakespeare Wealth Management, LLC | 7.00% | Add +3.3% | 176,232 | $30.8M |
| Condor Capital Management | 2.52% | Reduce -7.7% | 175,774 | $30.7M |
| Total Wealth Planning, LLC | 3.50% | Add +2.8% | 173,377 | $30.3M |
| WoodTrust Financial Corp | 3.60% | New | 173,202 | $30.2M |
| Bragg Financial Advisors, Inc | 0.98% | Add +0.0% | 169,713 | $29.6M |
| Cary Street Partners Financial LLC | 0.77% | Add +5.9% | 193,147 | $29.6M |
| Avion Wealth | 6.27% | Reduce -0.1% | 167,396 | $29.2M |
| Wilmington Savings Fund Society, FSB | 0.70% | Reduce -2.6% | 167,106 | $29.2M |
| Summit Financial, LLC | 0.44% | Reduce -27.0% | 165,838 | $29.0M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -14.8% | 156,524 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -24.7% | 151,876 | $26.5M |
| Falcon Wealth Planning | 2.38% | Add +5.6% | 151,713 | $26.5M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +1.3% | 146,499 | $25.6M |
| Presilium Private Wealth, LLC | 4.70% | Add +4.3% | 141,799 | $24.8M |
| BHK Investment Advisors, LLC | 9.13% | Reduce -0.6% | 140,041 | $24.4M |
| Blair William & Co. | 0.06% | Add +2.2% | 137,951 | $24.1M |
| Bank of Montreal | 0.01% | Reduce -0.5% | 134,575 | $23.5M |
| Grove Street Fiduciary, LLC | 10.91% | Reduce -3.4% | 132,153 | $23.1M |
| Beacon Pointe Advisors, LLC | 0.19% | Reduce -14.4% | 127,334 | $22.2M |
| Aire Advisors, LLC | 3.99% | Add +1.1% | 125,782 | $22.0M |
| World Investment Advisors | 0.43% | Add +1532.5% | 121,161 | $21.2M |
| Captrust Financial Advisors | 0.04% | Add +0.2% | 120,364 | $21.0M |
| &partners | 0.13% | Add +6.2% | 117,607 | $20.5M |
| Cwm, LLC | 0.06% | Reduce -5.3% | 117,047 | $20.4M |
| Stephens Inc. | 0.25% | Reduce -3.1% | 113,853 | $19.9M |
| First American Trust, FSB | 1.42% | Add +0.4% | 111,925 | $19.5M |
| Natixis Advisors, LLC | 0.03% | Add +7.1% | 111,639 | $19.5M |
| Arvest Investments, Inc. | 2.72% | Add +3.1% | 108,534 | $18.9M |
| Baird Financial Group, Inc. | 0.03% | Add +1.0% | 108,033 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.1% | 107,849 | $18.8M |
| Praetorian Wealth Management, Inc. | 3.75% | Reduce -0.3% | 104,571 | $18.3M |
| Ledyard National Bank | 1.63% | Reduce -0.5% | 104,350 | $18.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -12.6% | 104,207 | $18.2M |
| Sage Financial Group Inc. | 1.23% | Reduce -0.9% | 103,501 | $18.1M |
| Advisory Alpha, LLC | 0.49% | Add +10.2% | 101,187 | $17.6M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -1.6% | 96,504 | $16.8M |
| Asset Management Group, Inc. | 2.73% | Add +0.4% | 95,671 | $16.7M |
| Bryn Mawr Trust Advisors, LLC | 0.82% | Add +7.7% | 95,012 | $16.6M |
| OLIO Financial Planning | 4.81% | Add +5.2% | 93,902 | $16.4M |
| Roberts Financial Services LLC | 5.26% | Add +2.6% | 93,296 | $16.3M |
| Strategic Investment Advisors / MI | 1.46% | Reduce -4.4% | 84,129 | $16.2M |
| Lutz Financial Services LLC | 1.13% | Reduce -1.4% | 89,418 | $15.6M |
| Legacies Wealth LLC | 9.89% | Add +3.5% | 87,941 | $15.4M |
| Compton Wealth Advisory Group, LLC | 3.54% | Add +0.1% | 87,677 | $15.3M |
| ProVise Management Group, LLC | 1.13% | Add +3.9% | 87,437 | $15.3M |
| LMCG Investments, LLC | 0.89% | Reduce -4.3% | 86,477 | $15.1M |
| Evensky & Katz LLC | 0.87% | Reduce -3.2% | 85,660 | $15.0M |
| Chicago Partners Investment Group LLC | 0.39% | Add +3.0% | 85,902 | $14.9M |
| DAVENPORT & Co LLC | 0.08% | Add +3.5% | 84,413 | $14.7M |
| Modera Wealth Management, LLC | 0.17% | Reduce -0.7% | 83,670 | $14.6M |
| HUB Investment Partners, LLC | 0.53% | Add +0.1% | 83,058 | $14.5M |
| Fifth Third Bancorp | 0.05% | Reduce -5.9% | 83,021 | $14.5M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +4.6% | 80,022 | $14.0M |
| Empowered Funds, LLC | 0.14% | Add +12.5% | 77,875 | $13.6M |
| RTD Financial Advisors, Inc. | 1.60% | Reduce -0.5% | 76,486 | $13.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.0% | 75,596 | $13.2M |
| Payne Capital Management, LLC | 4.03% | Add +14.0% | 71,615 | $12.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -0.3% | 70,121 | $12.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Add +11.3% | 69,632 | $12.2M |
| Apella Capital, LLC | 0.27% | Add +298.7% | 70,747 | $12.1M |
| Sepio Capital, LP | 0.71% | Add +0.5% | 68,290 | $11.9M |
| SOA Wealth Advisors, LLC. | 1.92% | Add +10.3% | 67,476 | $11.8M |
| Opes Wealth Management LLC | 2.07% | Add +2.8% | 67,469 | $11.8M |
| Eagle Strategies LLC | 1.57% | Reduce -0.5% | 67,336 | $11.8M |
| Clayton Financial Group LLC | 8.56% | Add +34.9% | 67,133 | $11.7M |
| Bokf, NA | 0.17% | Reduce -7.1% | 63,681 | $11.1M |
| Provident Wealth Management, LLC | 3.31% | Add +1.1% | 62,775 | $11.0M |
| Park Avenue Securities LLC | 0.09% | Add +2.3% | 62,359 | $10.9M |
| Leavell Investment Management, Inc. | 0.46% | Add +0.6% | 61,769 | $10.8M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -4.7% | 61,935 | $10.8M |
| JMG Financial Group, Ltd. | 0.30% | Add +0.8% | 60,822 | $10.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +19.4% | 60,567 | $10.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -8.2% | 59,533 | $10.4M |
| D.A. Davidson & Co. | 0.07% | Add +8.7% | 59,289 | $10.4M |
| Wealthspire Advisors, LLC | 0.05% | Add +2.2% | 59,235 | $10.3M |
| MAI Capital Management | 0.06% | Add +2.9% | 59,208 | $10.3M |
| Stevens Capital Partners | 3.06% | Add +5.5% | 58,663 | $10.2M |
| Gladwyn Financial Advisors, Inc. | 7.23% | Add +3.2% | 57,728 | $10.1M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Reduce -6.5% | 57,695 | $10.1M |
| Bleakley Financial Group, LLC | 0.23% | Add +1.3% | 55,806 | $9.7M |
| Scott Capital Advisors, LLC | 2.18% | Reduce -7.2% | 55,228 | $9.6M |
| Comerica Bank | 0.04% | Add +7.9% | 54,974 | $9.6M |
| Commerce Bank | 0.05% | Reduce -3.1% | 54,878 | $9.6M |
| Texas Yale Capital Corp. | 0.30% | Add +0.0% | 54,861 | $9.6M |
| Midwest Trust Co | 0.12% | Add +2.6% | 54,629 | $9.5M |
| Associated Banc-Corp | 0.25% | Add +24.1% | 54,531 | $9.5M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -3.6% | 54,309 | $9.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 54,192 | $9.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.62% | Add +6.0% | 53,091 | $9.3M |
| Highland Capital Management, LLC | 0.45% | Reduce -1.3% | 52,313 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +102.8% | 50,164 | $8.8M |
| Prosperity Planning, Inc. | 3.20% | Reduce -5.9% | 48,669 | $8.5M |
| SWAN Capital LLC | 3.42% | Reduce -23.9% | 48,373 | $8.4M |
| Alpha Omega Wealth Management LLC | 1.40% | Add +5.4% | 48,060 | $8.4M |
| ETF Portfolio Partners, Inc. | 2.21% | Add +2.5% | 47,618 | $8.3M |
| Smallwood Wealth Investment Management, LLC | 4.22% | Add +3.6% | 47,043 | $8.2M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -5.8% | 46,992 | $8.2M |
| Brickley Wealth Management | 1.42% | Reduce -0.2% | 46,668 | $8.1M |
| Alesco Advisors, LLC, An ESL Co | 0.22% | Reduce -1.3% | 46,642 | $8.1M |
| CX Institutional | 0.25% | Add +2.8% | 46,521 | $8.1M |
| Old National Bancorp | 0.14% | Add +1.2% | 46,297 | $8.1M |
| Regal Investment Advisors LLC | 0.52% | Add +11.2% | 45,465 | $7.9M |
| Principal Securities, Inc. | 0.13% | Add +27.6% | 45,458 | $7.9M |
| First Horizon Corp. | 0.37% | — | 45,437 | $7.9M |
| National Bank of Canada | 0.01% | Reduce -0.1% | 45,358 | $7.9M |
| Sharper & Granite LLC | 2.77% | Add +5.1% | 44,335 | $7.7M |
| Allworth Financial LP | 0.03% | Reduce -1.1% | 43,010 | $7.5M |
| Pittenger & Anderson Inc. | 0.27% | No change | 42,524 | $7.4M |
| Capital Advantage, Inc. | 1.11% | Add +0.6% | 42,361 | $7.4M |
| AE Wealth Management LLC | 0.05% | Add +10.9% | 42,274 | $7.4M |
| Mosaic Family Wealth Partners, LLC | 0.86% | Add +1.1% | 41,958 | $7.3M |
| Ally Invest Advisors Inc. | 0.52% | Add +11.9% | 41,709 | $7.3M |
| Cranbrook Wealth Management, LLC | 1.46% | Reduce -1.5% | 41,653 | $7.3M |
| KPP Advisory Services LLC | 1.06% | Reduce -2.0% | 40,980 | $7.2M |
| Weinberger Asset Management, Inc | 2.53% | Add +5.3% | 40,033 | $7.0M |
| Fifth Third Securities, Inc. | 0.47% | Add +19.8% | 39,304 | $6.9M |
| Twin Focus Capital Partners, LLC | 0.87% | Add +4.3% | 39,099 | $6.8M |
| Hilltop National Bank | 1.65% | Reduce -0.6% | 38,292 | $6.7M |
| Councilor Wealth, LLC | 3.05% | Add +4.9% | 37,722 | $6.6M |
| Columbia Advisory Partners LLC | 4.44% | Reduce -2.6% | 36,791 | $6.4M |
| Merit Financial Group, LLC | 0.06% | Reduce -8.6% | 36,702 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +14.0% | 36,368 | $6.3M |
| HB Wealth Management, LLC | 0.04% | Add +3.7% | 36,127 | $6.3M |
| Harbor Investment Advisory, LLC | 0.52% | Add +12.8% | 36,045 | $6.3M |
| Black Diamond Financial, LLC | 0.70% | Add +65.7% | 35,890 | $6.3M |
| Everhart Financial Group, Inc. | 0.62% | Add +10.7% | 35,694 | $6.2M |
| UMB Bank, n.a. | 0.09% | Reduce -0.6% | 35,441 | $6.2M |
| Zeit Capital LLC | 4.19% | Reduce -0.3% | 35,344 | $6.2M |
| Accel Wealth Management | 1.79% | Reduce -2.3% | 35,160 | $6.1M |
| Bangor Savings Bank | 0.51% | Add +0.6% | 35,151 | $6.1M |
| Baring Financial LLC | 4.17% | Add +4.8% | 35,034 | $6.1M |
| Goepper Burkhardt LLC | 2.06% | Reduce -4.1% | 34,588 | $6.0M |
| FAS Wealth Partners, Inc. | 0.39% | Reduce -1.3% | 32,923 | $5.7M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -23.5% | 32,830 | $5.7M |
| Taylor & Morgan Wealth Management, LLC | 3.50% | Reduce -0.7% | 32,636 | $5.7M |
| Echo45 Advisors LLC | 3.32% | Add +3.4% | 32,447 | $5.7M |
| HFG Advisors, Inc. | 4.18% | Add +0.9% | 32,434 | $5.7M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -4.5% | 32,130 | $5.6M |
| Tenret Co LLC | 2.88% | Reduce -0.2% | 31,821 | $5.6M |
| King Wealth Management Group | 0.70% | Reduce -1.5% | 31,730 | $5.5M |
| Pure Financial Advisors, LLC | 0.09% | Add +0.6% | 31,457 | $5.5M |
| Forza Wealth Management, LLC | 2.10% | Reduce -0.0% | 31,402 | $5.5M |
| Maltin Wealth Management, Inc. | 2.27% | Add +1.8% | 31,381 | $5.5M |
| Causey Wealth LLC | 2.64% | Reduce -5.0% | 30,942 | $5.4M |
| TFB Advisors LLC | 1.57% | Reduce -14.0% | 31,192 | $5.4M |
| SOL Capital Management CO | 0.48% | Reduce -0.7% | 30,863 | $5.4M |
| Brown Advisory Inc. | 0.01% | Add +18.8% | 30,707 | $5.4M |
| Johnson Financial Group, Inc. | 0.20% | Reduce -14.2% | 30,516 | $5.4M |
| Harbour Investments, Inc. | 0.12% | Reduce -13.8% | 30,371 | $5.3M |
| Genesis Private Wealth, LLC | 2.23% | Add +1.7% | 30,334 | $5.3M |
| Cathy Pareto & Associates, Inc. | 3.95% | Add +8.4% | 30,008 | $5.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +10.8% | 29,922 | $5.2M |
| Alpine Bank Wealth Management | 0.73% | No change | 29,895 | $5.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +3.7% | 29,750 | $5.2M |
| TAGStone Capital, Inc. | 2.04% | Add +0.6% | 29,349 | $5.1M |
| IVC Wealth Advisors LLC | 2.29% | Add +1.8% | 29,362 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +2.5% | 29,358 | $5.1M |
| Drucker Wealth 3.0, LLC | 0.90% | Add +102.5% | 28,971 | $5.1M |
| Spire Wealth Management | 0.17% | Reduce -1.3% | 28,971 | $5.1M |
| Prism Advisors, Inc. | 1.36% | Reduce -10.4% | 28,813 | $5.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +464.7% | 28,679 | $5.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +5.5% | 28,494 | $5.0M |
| Sterling Capital Management LLC | 0.07% | Add +7.1% | 28,368 | $5.0M |
| Ieq Capital, LLC | 0.01% | Add +193.8% | 28,321 | $4.9M |
| Midwest Financial Group LLC | 2.34% | Add +0.6% | 28,061 | $4.9M |
| First United Bank & Trust | 1.58% | Add +6.9% | 27,961 | $4.9M |
| Atria Investments, Inc | 0.06% | Add +11.7% | 27,919 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.0% | 27,424 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 27,160 | $4.8M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.2% | 27,045 | $4.7M |
| Bruce G. Allen Investments, LLC | 3.37% | Add +1.5% | 26,939 | $4.7M |
| Glenview Trust Co | 0.07% | Reduce -1.8% | 26,855 | $4.7M |
| Clear Harbor Asset Management, LLC | 0.33% | Add +4.9% | 26,840 | $4.7M |
| Cerity Partners LLC | 0.01% | Add +5.4% | 26,836 | $4.7M |
| NovaPoint Capital, LLC | 1.14% | Reduce -2.2% | 26,579 | $4.6M |
| Collective Family Office LLC | 1.11% | Add +2.0% | 26,422 | $4.6M |
| Tocqueville Asset Management L.P. | 0.07% | Add +0.6% | 26,293 | $4.6M |
| Eclectic Associates Inc. | 0.84% | Reduce -2.9% | 26,206 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +0.8% | 25,877 | $4.5M |
| Whitegate Investment Counselors, Inc. | 1.48% | Reduce -2.2% | 25,762 | $4.5M |
| Keystone Financial Services, LLC | 3.14% | Add +1.6% | 25,658 | $4.5M |
| Petix & Botte Co | 1.03% | Reduce -8.4% | 25,570 | $4.5M |
| LifePlan Investment Advisors, Inc. | 1.86% | Add +4.7% | 25,455 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -2.2% | 25,257 | $4.4M |
| JNBA Financial Advisors | 0.40% | Reduce -1.1% | 25,040 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +5.6% | 24,928 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 24,719 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.6% | 24,513 | $4.3M |
| Choreo, LLC | 0.06% | Reduce -0.1% | 24,332 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +7.3% | 24,184 | $4.2M |
| Institute for Wealth Management, LLC. | 0.44% | Reduce -0.5% | 24,051 | $4.2M |
| Tacita Capital Inc | 2.53% | Add +3.4% | 23,976 | $4.2M |
| Mustard Seed Financial, LLC | 2.67% | Add +0.3% | 23,831 | $4.2M |
| Rovin Capital /Ut/ | 1.15% | Reduce -2.8% | 23,818 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | New | 23,790 | $4.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +11.0% | 23,727 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +810.6% | 23,675 | $4.1M |
| Kohmann Bosshard Financial Services, LLC | 0.42% | Reduce -22.5% | 23,650 | $4.1M |
| Brighton Jones LLC | 0.10% | Add +15.1% | 23,585 | $4.1M |
| Northwest & Ethical Investments L.P. | 0.10% | Add +424.7% | 23,610 | $4.1M |
| CENTRAL TRUST Co | 0.09% | Add +45.0% | 23,415 | $4.1M |
| Dakota Wealth Management | 0.08% | Reduce -6.5% | 23,412 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.0% | 23,111 | $4.0M |
| Savant Capital, LLC | 0.02% | Add +4.0% | 22,950 | $4.0M |
| Capitolis Liquid Global Markets LLC | 0.03% | Reduce -1.3% | 22,900 | $4.0M |
| Pinnacle Financial Group, LLC / IL | 1.20% | Add +11.4% | 22,663 | $4.0M |
| Fee-Only Financial Planning, L.C. | 2.30% | Reduce -0.7% | 22,618 | $3.9M |
| Stokes Family Office, LLC | 0.37% | Add +0.1% | 22,603 | $3.9M |
| Ascent Group, LLC | 0.14% | Add +36.6% | 22,290 | $3.9M |
| Mgo One Seven LLC | 0.09% | Add +5.3% | 22,094 | $3.9M |
| LPWM LLC | 1.02% | Add +2.4% | 21,993 | $3.8M |
| Ifrah Financial Services, Inc. | 0.97% | Reduce -0.5% | 21,543 | $3.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.22% | Reduce -3.6% | 21,521 | $3.8M |
| Veridan Wealth LLC | 1.29% | — | 21,458 | $3.7M |
| Gilman Hill Asset Management, LLC | 0.58% | No change | 21,233 | $3.7M |
| Envision Financial LLC | 2.12% | Reduce -4.2% | 21,155 | $3.7M |
| Quantinno Capital Management LP | 0.01% | Add +47.2% | 21,096 | $3.7M |
| Brady Martz Wealth Solutions, LLC | 0.67% | No change | 21,063 | $3.7M |
| Sterling Financial Planning, Inc. | 1.13% | Add +1.1% | 20,555 | $3.6M |
| Stage Harbor Financial, LLC | 2.62% | Reduce -0.4% | 20,538 | $3.6M |
| MSH Capital Advisors LLC | 0.95% | No change | 20,381 | $3.6M |
| Visionary Wealth Advisors | 0.16% | Reduce -64.2% | 19,849 | $3.5M |
| Integrated Capital Management, LLC | 1.51% | Reduce -15.3% | 19,506 | $3.4M |
| Valley National Advisers Inc. | 0.51% | Reduce -0.2% | 18,888 | $3.3M |
| White Lighthouse Investment Management Inc. | 0.49% | Reduce -2.1% | 18,584 | $3.2M |
| RoundAngle Advisors LLC | 2.50% | Reduce -31.6% | 18,511 | $3.2M |
| GC Wealth Management RIA, LLC | 0.11% | Reduce -22.8% | 18,508 | $3.2M |
| Stillwater Capital Advisors, LLC | 0.36% | Add +1.1% | 18,356 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +1.1% | 18,251 | $3.2M |
| Avant Capital LLC | 2.23% | Add +0.2% | 18,116 | $3.2M |
| WealthShield Partners, LLC | 0.36% | Reduce -1.9% | 18,112 | $3.2M |
| Insigneo Advisory Services, LLC | 0.22% | No change | 18,000 | $3.1M |
| Founders Grove Wealth Partners, LLC | 0.74% | Reduce -1.2% | 17,930 | $3.1M |
| Cascade Financial Partners, LLC | 0.36% | No change | 17,859 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.55% | Reduce -1.6% | 17,833 | $3.1M |
| Mma Asset Management LLC | 1.03% | Add +22.3% | 17,644 | $3.1M |
| Wedmont Private Capital | 0.11% | Reduce -1.9% | 17,504 | $3.1M |
| AQR Capital Management | 0.00% | Add +33.9% | 17,343 | $3.0M |
| Thrive Capital Management, LLC | 0.77% | Reduce -19.3% | 17,047 | $3.0M |
| Composition Wealth, LLC | 0.04% | Add +5.3% | 16,835 | $2.9M |
| Ellevest, Inc. | 0.42% | Add +4.8% | 16,776 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.2% | 16,726 | $2.9M |
| Signet Financial Management, LLC | 0.34% | Reduce -4.5% | 16,698 | $2.9M |
| Culbertson A N & Co. Inc. | 0.41% | Add +2.5% | 16,606 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.9% | 16,562 | $2.9M |
| Chilton Investment Co. Inc. | 0.06% | New | 16,420 | $2.9M |
| Greenup Street Wealth Management LLC | 0.44% | New | 16,339 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.46% | Add +12.5% | 16,272 | $2.8M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -13.9% | 16,206 | $2.8M |
| Tritonpoint Wealth, LLC | 0.24% | No change | 16,027 | $2.8M |
| AIMZ Investment Advisors, LLC | 0.88% | Add +15.0% | 16,052 | $2.8M |
| CBIZ Investment Advisory Services, LLC | 0.11% | No change | 16,027 | $2.8M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -5.7% | 15,989 | $2.8M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -1.9% | 15,778 | $2.8M |
| Conquis Financial LLC | 2.59% | Reduce -1.8% | 15,584 | $2.7M |
| Washington Trust Advisors, Inc. | 0.21% | Add +1.5% | 15,467 | $2.7M |
| Valley Wealth Managers, Inc. | 0.18% | Reduce -5.7% | 15,439 | $2.7M |
| Cooksen Wealth, LLC | 2.01% | Reduce -9.8% | 15,412 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -0.1% | 15,384 | $2.7M |
| Peak Retirement Planning, Inc. | 0.75% | Add +4.7% | 15,282 | $2.7M |
| Prosperity Consulting Group, LLC | 0.13% | Add +1.9% | 15,084 | $2.6M |
| Sagace Wealth Management LLC | 1.79% | Add +24.6% | 15,072 | $2.6M |
| Inlight Wealth Management, LLC | 1.23% | Add +36.3% | 15,008 | $2.6M |
| Willis Johnson & Associates, Inc. | 0.16% | Reduce -17.1% | 14,756 | $2.6M |
| Bank of Hawaii | 0.13% | No change | 14,377 | $2.5M |
| Integrity Alliance, Llc. | 0.12% | Reduce -41.0% | 14,370 | $2.5M |
| 180 Wealth Advisors, LLC | 0.30% | Add +0.5% | 14,287 | $2.5M |
| Wealth Preservation Advisors, LLC | 1.45% | Add +4.7% | 14,260 | $2.5M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 14,147 | $2.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.4% | 13,962 | $2.4M |
| Wealth Alliance, LLC | 0.25% | Reduce -5.5% | 13,871 | $2.4M |
| Financial Guidance Group, Inc. | 1.08% | Reduce -10.1% | 13,802 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -9.2% | 13,725 | $2.4M |
| General American Investors Co. Inc. | 0.15% | No change | 13,700 | $2.4M |
| Lionshead Wealth Management, LLC | 1.87% | Add +37.0% | 13,441 | $2.4M |
| Synergy Asset Management, LLC | 0.08% | Add +207.0% | 13,823 | $2.3M |
| Empirical Finance, LLC | 0.11% | No change | 13,181 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +2.6% | 13,135 | $2.3M |
| Sound View Wealth Advisors Group, LLC | 0.16% | Reduce -2.1% | 13,023 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -4.8% | 12,914 | $2.3M |
| UNIVEST FINANCIAL Corp | 0.12% | Add +4.8% | 12,639 | $2.2M |
| Grove Bank & Trust | 0.26% | Reduce -36.9% | 12,513 | $2.2M |
| Nicolet Bankshares Inc. | 0.35% | Add +9.9% | 12,484 | $2.2M |
| Granite FO LLC | 1.18% | No change | 12,460 | $2.2M |
| Verus Capital Partners, LLC | 0.17% | Add +4.9% | 12,331 | $2.2M |
| Fortitude Family Office, LLC | 0.58% | New | 12,300 | $2.1M |
| Founders Financial Securities LLC | 0.15% | Add +56.0% | 12,257 | $2.1M |
| RMR Capital Management, LLC | 1.48% | Add +6.7% | 12,120 | $2.1M |
| Wealthfront Advisers LLC | 0.00% | Add +14.8% | 12,056 | $2.1M |
| Pathway Financial Advisors LLC | 0.28% | No change | 11,864 | $2.1M |
| AMG National Trust Bank | 0.05% | Reduce -5.8% | 11,828 | $2.1M |
| Simmons Bank | 0.14% | Reduce -4.4% | 11,786 | $2.1M |
| SilverOak Wealth Management LLC | 0.35% | Reduce -2.8% | 11,732 | $2.0M |
| Michels Family Financial, LLC | 1.59% | Add +0.3% | 11,715 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -10.7% | 11,694 | $2.0M |
| Zhang Financial LLC | 0.08% | Add +33.9% | 11,621 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.1% | 11,565 | $2.0M |
| Index Fund Advisors, Inc. | 0.10% | Add +0.4% | 11,565 | $2.0M |
| Clark Financial Services Group Inc. | 1.07% | Add +0.1% | 11,545 | $2.0M |
| MTM Financial Group, LLC | 0.99% | Reduce -0.3% | 11,525 | $2.0M |
| Meridian Wealth Management, LLC | 0.08% | Add +4.5% | 11,502 | $2.0M |
| Brookstone Capital Management | 0.02% | Add +25.2% | 11,420 | $2.0M |
| Center For Asset Management LLC | 1.05% | Reduce -22.5% | 11,294 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Add +4.2% | 11,146 | $1.9M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $1.9M |
| Phillips Financial Management, LLC | 0.13% | Add +1.3% | 11,031 | $1.9M |
| Ballentine Partners, LLC | 0.03% | No change | 10,991 | $1.9M |
| Roof Eidam Maycock Peralta, LLC | 0.45% | Add +9.7% | 10,700 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +0.9% | 10,538 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +3.7% | 10,586 | $1.8M |
| Sterling Financial Group, Inc. | 0.58% | No change | 10,520 | $1.8M |
| Prelude Capital Management, LLC | 0.14% | New | 10,500 | $1.8M |
| Houlihan Financial Resource Group, Ltd. | 1.59% | Reduce -51.0% | 10,382 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Add +359.2% | 10,309 | $1.8M |
| Staley Capital Advisers Inc. | 0.07% | No change | 10,285 | $1.8M |
| Stonegate Management LLC | 1.19% | — | 10,200 | $1.8M |
| Mather Group, Llc. | 0.02% | Reduce -7.4% | 10,160 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.7% | 10,091 | $1.8M |
| Whittier Trust Co. | 0.02% | Reduce -0.8% | 10,021 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | No change | 10,027 | $1.8M |
| Mitchell McLeod Pugh & Williams Inc. | 0.28% | Add +25.3% | 10,069 | $1.7M |
| Argent Trust Co | 0.06% | Reduce -6.6% | 10,002 | $1.7M |
| Insight Advisors, LLC/ PA | 0.27% | No change | 9,985 | $1.7M |
| Mainstream Capital Management LLC | 1.16% | Reduce -2.5% | 9,957 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +73.7% | 9,956 | $1.7M |
| LifeWealth Investments, LLC | 0.57% | Add +2.6% | 9,888 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | Add +86.2% | 9,865 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.82% | Reduce -8.9% | 9,880 | $1.7M |
| Well Done, LLC | 0.29% | Reduce -1.7% | 9,860 | $1.7M |
| NewEdge Wealth, LLC | 0.02% | Add +82.8% | 9,959 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Reduce -4.0% | 9,800 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.20% | Reduce -4.7% | 9,586 | $1.7M |
| Trust Co. of Vermont | 0.07% | Reduce -2.6% | 9,555 | $1.7M |
| Scotia Capital Inc. | 0.01% | No change | 9,487 | $1.7M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.4% | 9,485 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.1% | 9,445 | $1.6M |
| Howe & Rusling Inc. | 0.11% | Add +7.8% | 9,400 | $1.6M |
| Nwam LLC | 0.09% | Add +2.8% | 9,368 | $1.6M |
| Ironsides Asset Advisors, LLC | 0.42% | Add +0.9% | 9,271 | $1.6M |
| Howland Capital Management LLC | 0.06% | No change | 9,042 | $1.6M |
| Wolff Financial Management LLC | 0.37% | Reduce -5.1% | 9,085 | $1.6M |
| Kennedy Capital Management LLC | 0.03% | Add +615.6% | 9,017 | $1.6M |
| Horizon Investments, LLC | 0.02% | Add +212.0% | 8,974 | $1.6M |
| Gibraltar Capital Management, Inc. | 0.28% | Reduce -0.1% | 8,961 | $1.6M |
| Pacific Sun Financial Corp | 0.75% | Reduce -5.1% | 8,945 | $1.6M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.3% | 8,918 | $1.6M |
| Choate Investment Advisors | 0.03% | No change | 8,787 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | No change | 8,727 | $1.5M |
| Csenge Advisory Group | 0.07% | Reduce -14.7% | 8,765 | $1.5M |
| Elite Financial, Inc. | 0.70% | Add +18.0% | 8,761 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -1.4% | 8,705 | $1.5M |
| MJT & Associates Financial Advisory Group, Inc. | 1.23% | Reduce -0.2% | 8,628 | $1.5M |
| Moneco Advisors, LLC | 0.12% | Add +1.9% | 8,570 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +0.3% | 8,560 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -0.1% | 8,400 | $1.5M |
| Seeds Investor LLC | 0.31% | Reduce -3.9% | 8,394 | $1.5M |
| Independent Financial Group, LLC | 0.04% | Reduce -14.1% | 8,369 | $1.5M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -1.3% | 8,361 | $1.5M |
| East Coast Asset Management, LLC. | 0.46% | Add +0.0% | 8,349 | $1.5M |
| Equity Wealth Partners, LLC | 1.18% | — | 8,347 | $1.5M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -33.0% | 8,344 | $1.5M |
| MidAtlantic Capital Management, Inc. | 0.99% | Reduce -0.8% | 8,336 | $1.5M |
| SC&H Financial Advisors, Inc. | 0.24% | Reduce -9.6% | 8,333 | $1.5M |
| BKM Wealth Management, LLC | 0.53% | Add +4.7% | 8,242 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +2.1% | 8,191 | $1.4M |
| Buttonwood Financial Advisors Inc. | 0.49% | Add +13.4% | 8,125 | $1.4M |
| Tidal Investments LLC | 0.01% | Add +3.2% | 8,099 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.3% | 8,071 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +1.2% | 8,056 | $1.4M |
| Revolve Wealth Partners, LLC | 0.17% | Add +0.0% | 8,052 | $1.4M |
| Ironwood Financial, llc | 0.25% | Add +50.6% | 8,020 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.3% | 8,009 | $1.4M |
| First National Bank of Mount Dora, Trust Investment Services | 0.31% | No change | 7,974 | $1.4M |
| Legacy Edge Advisors, LLC | 0.16% | Add +26.4% | 7,956 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +9.1% | 7,918 | $1.4M |
| Acropolis Investment Management, LLC | 0.07% | No change | 8,400 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -0.6% | 7,910 | $1.4M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -1.0% | 7,900 | $1.4M |
| Planning Directions Inc. | 0.72% | Reduce -1.8% | 7,876 | $1.4M |
| Marino, Stram & Associates LLC | 0.25% | Add +9.6% | 7,861 | $1.4M |
| Evergreen Wealth Management, LLC | 0.72% | Add +0.2% | 7,850 | $1.4M |
| Intergy Private Wealth, LLC | 0.42% | Add +8.8% | 7,779 | $1.4M |
| CJM Wealth Advisers, Ltd. | 0.42% | Add +0.1% | 7,756 | $1.4M |
| Maridea Wealth Management LLC | 0.20% | Add +279.8% | 7,592 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +0.0% | 7,492 | $1.3M |
| Bishop & Co Investment Management, LLC | 0.44% | Reduce -2.6% | 7,457 | $1.3M |
| Main Street Financial Solutions, LLC | 0.08% | Add +0.2% | 7,438 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.12% | Reduce -0.0% | 786,174 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +135.7% | 7,392 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Reduce -2.4% | 7,317 | $1.3M |
| Oakworth Capital, Inc. | 0.07% | Add +0.0% | 7,288 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +33.3% | 7,287 | $1.3M |
| Dentgroup LLC | 0.82% | Reduce -0.1% | 7,225 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +10.5% | 7,126 | $1.2M |
| Astra Wealth Partners LLC | 0.86% | No change | 7,076 | $1.2M |
| Chemistry Wealth Management LLC | 0.24% | Add +0.2% | 7,068 | $1.2M |
| Strategic Advisors LLC | 0.20% | Add +128.3% | 7,007 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Add +5.1% | 6,979 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce -8.9% | 6,786 | $1.2M |
| Schwallier Wealth Management LLC | 0.74% | Reduce -7.2% | 6,798 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.77% | No change | 6,774 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.62% | Add +225.3% | 6,720 | $1.2M |
| Callan Family Office, LLC | 0.04% | No change | 6,682 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.20% | New | 6,619 | $1.2M |
| St. Louis Trust Co | 0.14% | No change | 6,588 | $1.2M |
| Friday Financial | 0.48% | Add +5.2% | 6,510 | $1.1M |
| Nalls Sherbakoff Group, LLC | 0.76% | Add +0.2% | 6,467 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Reduce -0.8% | 6,431 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -7.4% | 6,427 | $1.1M |
| Horizon Bancorp Inc. | 0.53% | Add +49.1% | 6,367 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +17.9% | 6,354 | $1.1M |
| American Trust | 0.09% | Add +12.8% | 6,305 | $1.1M |
| Warner Financial, Inc. | 0.41% | Add +29.1% | 6,248 | $1.1M |
| Guidance Point Advisors, LLC | 0.27% | Add +0.5% | 6,244 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -3.7% | 6,221 | $1.1M |
| Ibex Wealth Advisors | 0.10% | Add +1.2% | 6,217 | $1.1M |
| GHP Investment Advisors, Inc. | 0.05% | Add +16.2% | 6,212 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -1.9% | 6,200 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +45.1% | 6,185 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Add +2.4% | 6,106 | $1.1M |
| City Holding Co. | 0.13% | Add +5.9% | 6,132 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Add +0.3% | 6,119 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Add +9.8% | 6,109 | $1.1M |
| Members Wealth LLC | 0.68% | — | 6,120 | $1.1M |
| Victory Financial Group, LLC | 0.15% | Reduce -5.0% | 6,100 | $1.1M |
| Opinicus Capital, Inc. | 0.74% | Add +0.2% | 6,096 | $1.1M |
| Kovack Advisors, Inc. | 0.10% | Add +1.9% | 6,079 | $1.1M |
| Squire Investment Management Company, LLC | 0.34% | Add +7.8% | 6,067 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.0% | 6,016 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -1.5% | 6,008 | $1.0M |
| DDFG, Inc | 0.24% | Reduce -2.0% | 5,884 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Reduce -0.0% | 5,880 | $1.0M |
| Three Bridge Wealth Advisors, LLC | 0.26% | Add +0.2% | 5,849 | $1.0M |
| Busey Bank | 0.03% | Reduce -8.1% | 5,872 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -0.5% | 5,793 | $1.0M |
| Willner & Heller, LLC | 0.77% | Reduce -0.6% | 5,777 | $1.0M |
| O'ROURKE & COMPANY, Inc | 0.42% | Reduce -2.6% | 5,733 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +64.0% | 5,730 | $1.0M |
| Next Level Private LLC | 0.29% | Reduce -0.4% | 5,704 | $999K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 5,680 | $992K |
| FC Advisory LLC | 0.29% | Add +8.5% | 5,628 | $982K |
| Arkadios Wealth Advisors | 0.02% | Add +31.7% | 5,618 | $981K |
| Essex Financial Services, Inc. | 0.06% | Add +4.3% | 5,615 | $980K |
| Rockingstone Advisors LLC | 0.48% | Add +25.0% | 5,580 | $974K |
| Trustmark Bank Trust Department | 0.06% | No change | 5,515 | $963K |
| Farmers & Merchants Investments Inc. | 0.03% | Add +6.2% | 5,427 | $947K |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 5,417 | $946K |
| Citizens Financial Group Inc. | 0.01% | Add +0.8% | 5,385 | $945K |
| Cove Private Wealth, LLC | 0.30% | No change | 5,405 | $944K |
| Noble Family Wealth, LLC | 0.21% | Add +2.7% | 5,404 | $943K |
| Topel & Distasi Wealth Management, LLC | 0.46% | No change | 5,394 | $942K |
| Richard P Slaughter Associates Inc | 0.20% | Reduce -30.8% | 5,321 | $929K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +32.5% | 5,308 | $927K |
| Vise Technologies, Inc. | 0.03% | Add +7.3% | 5,304 | $926K |
| Retirement Financial Solutions, LLC | 0.29% | Add +0.5% | 5,303 | $926K |
| Country Club Bank | 0.05% | No change | 5,318 | $925K |
| Jane Street Group, LLC | 0.00% | New | 5,295 | $924K |
| Lam Group, Inc. | 0.57% | No change | 5,275 | $921K |
| Ancora Advisors LLC | 0.02% | Reduce -0.6% | 5,222 | $912K |
| William Mack & Associates, Inc. | 0.49% | Reduce -1.9% | 5,220 | $911K |
| Caprock Group, LLC | 0.02% | — | 5,225 | $903K |
| Uptick Partners, LLC | 0.23% | Reduce -6.3% | 5,104 | $891K |
| Pinnacle Bancorp, Inc. | 0.26% | Add +0.0% | 5,097 | $890K |
| Fortis Capital Advisors, LLC | 0.14% | Reduce -5.5% | 5,094 | $889K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 5,059 | $883K |
| Baker Ellis Asset Management LLC | 0.11% | No change | 4,970 | $868K |
| McClarren Financial Advisors, Inc. | 0.53% | Reduce -23.9% | 4,170 | $863K |
| Neuberger Berman Group LLC | 0.00% | New | 4,945 | $863K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +26.8% | 4,892 | $854K |
| Legacy Financial Group LLC | 0.11% | Add +0.0% | 4,892 | $854K |
| Clearstead Advisors, LLC | 0.01% | Add +12.5% | 4,886 | $853K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -0.0% | 4,864 | $849K |
| North Star Investment Management Corp. | 0.05% | Reduce -4.0% | 4,859 | $848K |
| Summit Financial Strategies, Inc. | 0.07% | Add +1.0% | 4,855 | $848K |
| FineMark National Bank & Trust | 0.03% | Reduce -2.8% | 4,854 | $847K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -8.8% | 4,823 | $845K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.3% | 4,832 | $844K |
| Becker Capital Management Inc. | 0.02% | Reduce -0.4% | 4,807 | $843K |
| Kendall Capital Management | 0.19% | Reduce -12.2% | 4,829 | $843K |
| Berkeley, Inc | 0.27% | Reduce -4.5% | 4,821 | $842K |
| Spreng Capital Management, Inc. | 0.34% | Reduce -1.9% | 4,821 | $842K |
| Consolidated Portfolio Review Corp | 0.11% | Add +5.8% | 4,815 | $841K |
| Bluespring Wealth Management, LLC | 0.07% | No change | 4,785 | $840K |
| Glass Jacobson Investment Advisors llc | 0.30% | Add +2.0% | 4,774 | $833K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.2% | 4,769 | $833K |
| HF Advisory Group, LLC | 0.31% | Add +14.3% | 4,766 | $832K |
| Wingate Wealth Advisors, Inc. | 0.57% | No change | 4,725 | $825K |
| Chapin Davis, Inc. | 0.20% | Reduce -0.9% | 4,706 | $822K |
| Renaissance Technologies | 0.00% | Reduce -79.7% | 4,700 | $821K |
| StoneX Group Inc. | 0.04% | Add +88.9% | 4,678 | $820K |
| Founders Financial Alliance, LLC | 0.15% | Reduce -4.6% | 4,676 | $816K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.7% | 4,631 | $809K |
| Colonial Trust Co / SC | 0.11% | Reduce -2.3% | 4,624 | $807K |
| Gotham Asset Management | 0.00% | Add +23.9% | 4,590 | $801K |
| Cambridge Financial Group, LLC | 0.26% | Add +0.4% | 4,564 | $797K |
| Alliancebernstein L.P. | 0.00% | Add +17.2% | 4,549 | $794K |
| FDx Advisors, Inc. | 0.23% | Reduce -32.0% | 4,547 | $784K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.4% | 4,416 | $771K |
| Financial Alternatives, Inc | 0.47% | No change | 4,402 | $768K |
| Meridian Financial Advisors, LLC | 0.43% | Reduce -3.2% | 4,361 | $761K |
| MorganRosel Wealth Management, LLC | 0.20% | Add +13.9% | 4,353 | $760K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -17.2% | 4,333 | $756K |
| Strategic Financial Partners, Ltd. | 0.34% | Add +0.1% | 4,306 | $752K |
| Tactive Advisors, LLC | 0.21% | Reduce -2.8% | 4,304 | $751K |
| United Advisor Group, LLC | 0.10% | Add +31.6% | 4,298 | $751K |
| Atlas Brown,Inc. | 0.22% | Reduce -4.2% | 4,260 | $744K |
| PFG Advisors | 0.03% | New | 4,211 | $735K |
| Calamos Wealth Management LLC | 0.03% | Add +1.2% | 4,189 | $731K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | No change | 4,159 | $726K |
| TD Private Client Wealth LLC | 0.02% | Reduce -2.7% | 4,145 | $724K |
| One Day In July LLC | 0.06% | Add +0.1% | 4,142 | $723K |
| Manchester Capital Management LLC | 0.10% | Reduce -80.0% | 4,119 | $719K |
| Crux Wealth Advisors | 0.28% | Add +0.5% | 4,114 | $718K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -10.1% | 4,110 | $718K |
| Integrated Advisors Network LLC | 0.03% | Reduce -14.0% | 4,090 | $714K |
| Ocean Park Asset Management, LLC | 0.03% | Reduce -3.0% | 4,074 | $711K |
| Centaurus Financial, Inc. | 0.03% | Add +0.0% | 4,067 | $710K |
| Narus Financial Partners, LLC | 0.19% | Add +28.6% | 4,034 | $704K |
| Creekside Partners | 0.31% | Add +0.1% | 4,012 | $700K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.2% | 4,010 | $700K |
| Croban | 0.46% | Reduce -40.2% | 3,995 | $697K |
| Nikulski Financial, Inc. | 0.18% | Add +13.7% | 3,989 | $697K |
| Truepoint, Inc. | 0.02% | Reduce -0.3% | 3,968 | $693K |
| First Trust Advisors LP | 0.00% | Reduce -12.3% | 3,924 | $685K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -22.5% | 3,893 | $680K |
| Investmark Advisory Group LLC | 0.29% | No change | 3,891 | $679K |
| Keyvantage Wealth, LLC | 0.28% | Reduce -1.1% | 3,890 | $679K |
| XY Planning Network, Inc. | 0.23% | No change | 4,129 | $679K |
| Root Financial Partners, LLC | 0.04% | New | 3,786 | $661K |
| Copia Wealth Management | 0.49% | Add +3.6% | 3,781 | $660K |
| Pasadena Private Wealth, LLC | 0.10% | Reduce -7.5% | 3,769 | $658K |
| Yarger Wealth Strategies, LLC | 0.30% | Add +2.3% | 3,725 | $650K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -19.8% | 3,676 | $642K |
| Aspiriant, LLC | 0.02% | No change | 3,672 | $641K |
| PFG Investments, LLC | 0.03% | Add +1.5% | 3,667 | $640K |
| Richmond Investment Services, LLC | 0.12% | Reduce -3.2% | 3,666 | $640K |
| Key Financial Inc | 0.12% | No change | 3,634 | $633K |
| McNamara Financial Services, Inc. | 0.12% | Reduce -0.5% | 3,616 | $631K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -36.5% | 3,615 | $631K |
| Elm Partners Management LLC | 0.03% | Add +29.9% | 3,583 | $625K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -4.2% | 3,569 | $623K |
| Rehmann Capital Advisory Group | 0.03% | No change | 3,560 | $622K |
| ERn Financial, LLC | 0.12% | Reduce -10.1% | 3,547 | $619K |
| Lauterbach Financial Advisors, LLC | 0.31% | No change | 3,540 | $618K |
| Zions Bancorporation, National Association | 0.03% | No change | 3,534 | $617K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +19.2% | 3,533 | $617K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.2% | 3,514 | $613K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.2% | 3,509 | $613K |
| WP Advisors, LLC | 0.16% | Add +0.5% | 3,509 | $613K |
| Curi Capital, LLC | 0.01% | Add +4.5% | 3,472 | $609K |
| Legacy Capital Wealth Partners, LLC | 0.13% | No change | 3,483 | $608K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 3,452 | $606K |
| Texas Bank & Trust Co | 0.23% | Add +63.4% | 3,461 | $604K |
| S.A. Mason LLC | 0.27% | No change | 3,444 | $601K |
| Wesbanco Bank Inc. | 0.02% | Add +3.8% | 3,433 | $599K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.6% | 3,432 | $599K |
| Amara Financial, Llc. | 0.44% | Add +72.7% | 3,426 | $598K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +4.6% | 3,390 | $592K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.5% | 3,378 | $590K |
| Collaborative Wealth Managment Inc. | 0.24% | Reduce -8.2% | 3,372 | $589K |
| C M Bidwell & Associates Ltd. | 0.28% | Reduce -1.4% | 3,354 | $586K |
| Compound Planning, Inc. | 0.02% | Add +0.9% | 3,348 | $585K |
| CreativeOne Wealth, LLC | 0.01% | Add +10.3% | 3,340 | $583K |
| Private Client Services, LLC | 0.19% | Add +0.0% | 3,313 | $578K |
| Virtu Financial LLC | 0.03% | Reduce -44.2% | 3,288 | $574K |
| Fairscale Capital, LLC | 0.39% | No change | 3,219 | $565K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | Add +0.0% | 3,218 | $564K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | New | 3,229 | $564K |
| Principle Wealth Partners LLC | 0.03% | Reduce -22.1% | 3,212 | $561K |
| Pinion Investment Advisors, LLC | 0.15% | Add +1.3% | 3,172 | $555K |
| Net Worth Advisory Group | 0.16% | Reduce -70.7% | 3,156 | $551K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,150 | $550K |
| Winebrenner Capital Management LLC | 0.39% | Add +5.6% | 3,145 | $549K |
| BLB&B Advisors, LLC | 0.02% | Add +5.4% | 3,143 | $549K |
| Grantvest Financial Group LLC | 0.38% | Reduce -4.2% | 3,139 | $548K |
| Wrapmanager Inc. | 0.17% | Reduce -33.9% | 3,122 | $545K |
| Fiduciary Financial Group, LLC | 0.09% | Add +1.9% | 3,114 | $544K |
| Argent Advisors, Inc. | 0.16% | No change | 3,100 | $541K |
| Rialto Wealth Management, LLC | 0.14% | Reduce -6.0% | 3,088 | $539K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.2% | 3,081 | $538K |
| Inspire Advisors, LLC | 0.05% | Reduce -1.6% | 3,073 | $536K |
| American Money Management, LLC | 0.09% | Reduce -9.4% | 3,025 | $528K |
| Keybank National Association | 0.00% | Add +4.6% | 3,023 | $528K |
| QTR Family Wealth, LLC | 0.25% | Reduce -9.4% | 3,019 | $527K |
| Curated Wealth Partners LLC | 0.06% | Reduce -2.1% | 3,014 | $526K |
| Aviso Wealth Management | 0.23% | No change | 3,008 | $525K |
| Richards, Merrill & Peterson, Inc. | 0.23% | No change | 3,008 | $525K |
| First Bancorp, Inc | 0.28% | No change | 3,000 | $524K |
| FNY Investment Advisers, LLC | 0.17% | New | 3,000 | $523K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Reduce -6.5% | 2,994 | $523K |
| Silverlake Wealth Management LLC | 0.13% | Add +2.5% | 2,984 | $521K |
| Cadence Wealth Management LLC | 0.27% | Reduce -53.2% | 2,978 | $520K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -5.8% | 2,967 | $518K |
| Old North State Wealth Management, LLC | 0.24% | Reduce -17.3% | 2,933 | $513K |
| Coldstream Capital Management Inc. | 0.01% | Add +31.7% | 2,935 | $512K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,932 | $512K |
| Diversify Advisory Services, LLC | 0.02% | Add +4.0% | 2,965 | $510K |
| Yoder Wealth Management, Inc. | 0.24% | No change | 2,907 | $508K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 2,895 | $505K |
| SPC Financial, Inc. | 0.04% | Reduce -94.6% | 2,895 | $505K |
| Fulton Bank, N.A. | 0.02% | Add +6.1% | 2,874 | $502K |
| Waller Financial Planning Group, Inc. | 0.11% | Reduce -0.5% | 2,860 | $499K |
| Payne Capital LLC | 0.51% | — | 2,856 | $499K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.8% | 2,850 | $498K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.2% | 2,829 | $496K |
| Professional Financial Advisors, LLC | 0.10% | Add +0.0% | 2,838 | $495K |
| BCS Wealth Management | 0.11% | No change | 2,830 | $494K |
| Advisors Capital Management, LLC | 0.01% | Add +1.9% | 2,820 | $492K |
| Compass Capital Corp. /Ma/ | 0.21% | Reduce -3.8% | 2,805 | $492K |
| Baldwin Investment Management, LLC | 0.06% | Reduce -4.6% | 2,808 | $490K |
| Mission Wealth Management, LP | 0.01% | Add +10.4% | 2,801 | $489K |
| Courier Capital LLC | 0.03% | Reduce -0.4% | 2,794 | $488K |
| RFG Advisory, LLC | 0.01% | Reduce -4.3% | 2,766 | $483K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -7.7% | 2,765 | $483K |
| Medallion Wealth Advisors, LLC | 0.17% | Reduce -8.2% | 2,756 | $483K |
| NorthRock Partners, LLC | 0.01% | Add +2.0% | 2,760 | $482K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +0.1% | 2,753 | $481K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -94.4% | 2,735 | $477K |
| Traveka Wealth, LLC | 0.21% | Add +0.7% | 2,731 | $477K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -1.0% | 2,729 | $476K |
| Paragon Capital Management Ltd | 0.09% | Add +0.5% | 2,706 | $473K |
| Tme Financial, Inc. | 0.35% | Reduce -3.4% | 2,706 | $472K |
| Harpswell Capital Advisors, LLC | 0.45% | — | 2,700 | $471K |
| Private Trust Co. NA | 0.04% | No change | 2,696 | $471K |
| Investments & Financial Planning, LLC | 0.25% | Reduce -4.0% | 2,694 | $470K |
| Continuum Advisory, LLC | 0.05% | Add +5.1% | 2,671 | $466K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -2.4% | 2,672 | $466K |
| Vertex Planning Partners, LLC | 0.09% | No change | 2,663 | $465K |
| TPG Financial Advisors, LLC | 0.17% | Reduce -1.4% | 2,635 | $460K |
| Essex Bank | 0.10% | Reduce -1.3% | 2,630 | $459K |
| Signaturefd, LLC | 0.01% | Add +12.1% | 2,609 | $455K |
| Elevation Wealth Partners, LLC | 0.16% | Add +3.5% | 2,608 | $455K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 2,575 | $452K |
| Deutsche Bank AG | 0.00% | New | 2,535 | $443K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +876.0% | 2,518 | $440K |
| Rede Wealth, LLC | 0.34% | New | 2,503 | $439K |
| Eagle Bay Advisors LLC | 0.34% | No change | 2,503 | $439K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | Reduce -12.2% | 2,515 | $439K |
| Bessemer Group Inc. | 0.00% | Add +30.0% | 2,502 | $436K |
| Atlatl Advisers LLC | 0.17% | New | 2,495 | $436K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.6% | 2,492 | $435K |
| Evanson Asset Management, LLC | 0.02% | Add +0.3% | 2,490 | $435K |
| Flputnam Investment Management Co. | 0.01% | Add +6.3% | 2,479 | $433K |
| GWN Securities Inc. | 0.10% | Reduce -49.4% | 2,466 | $433K |
| Simplicity Wealth,LLC | 0.03% | Reduce -61.4% | 2,470 | $431K |
| Balboa Wealth Partners | 0.07% | Add +2.2% | 2,464 | $430K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -18.2% | 2,462 | $430K |
| Clarity Capital Advisors, LLC | 0.23% | Add +2.9% | 2,458 | $429K |
| Bank of Marin | 0.30% | Reduce -2.1% | 2,457 | $429K |
| Great Oak Capital Partners, LLC | 0.11% | New | 2,456 | $429K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Reduce -2.3% | 2,446 | $427K |
| Northwest Bancshares, Inc. | 0.07% | Reduce -5.4% | 2,435 | $425K |
| BlackRock, Inc. | 0.00% | Add +158.2% | 2,435 | $425K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -0.2% | 2,432 | $425K |
| Altiora Financial Group, LLC | 0.08% | No change | 2,422 | $423K |
| Tyche Wealth Partners LLC | 0.07% | No change | 2,420 | $422K |
| Lake Street Private Wealth, LLC | 0.05% | Add +0.0% | 2,415 | $422K |
| Bailard, Inc. | 0.01% | No change | 2,414 | $421K |
| Sonata Capital Group Inc. | 0.15% | Reduce -2.4% | 2,400 | $419K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -1.3% | 2,392 | $418K |
| Beckerman Institutional, LLC | 0.25% | Add +0.1% | 2,390 | $417K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.2% | 2,382 | $416K |
| Beacon Financial Group | 0.04% | No change | 2,369 | $414K |
| Facet Wealth, Inc. | 0.01% | Add +2.6% | 2,341 | $409K |
| Paulson Wealth Management Inc. | 0.10% | Reduce -6.5% | 2,335 | $408K |
| LongView Wealth Management | 0.11% | Add +3.6% | 2,326 | $406K |
| Archer Investment Corp | 0.09% | No change | 2,319 | $405K |
| Smith Thornton Advisors LLC | 0.21% | No change | 2,298 | $401K |
| Holderness Investments Co. | 0.08% | Add +0.0% | 2,291 | $400K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -3.1% | 2,280 | $398K |
| Oxbow Advisors, LLC | 0.04% | Reduce -9.5% | 2,269 | $396K |
| Diversified Enterprises, LLC | 0.03% | No change | 2,269 | $396K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -14.2% | 2,234 | $390K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -16.4% | 2,234 | $390K |
| Snider Financial Group | 0.11% | No change | 2,228 | $389K |
| Forum Private Client Group LLC | 0.14% | Add +0.0% | 2,227 | $389K |
| Fearless Solutions, LLC dba Best Invest | 0.25% | No change | 2,219 | $387K |
| LMG Wealth Partners, LLC | 0.07% | Add +0.5% | 2,212 | $386K |
| Klingman & Associates, LLC | 0.02% | Reduce -2.4% | 2,210 | $386K |
| Biltmore Family Office, LLC | 0.05% | Add +15.8% | 2,199 | $386K |
| North Capital, Inc. | 0.30% | Add +0.6% | 2,207 | $385K |
| Eagle Harbor Asset Management Inc. | 0.33% | Add +19.1% | 2,196 | $383K |
| Crane Advisory, LLC | 0.06% | No change | 2,213 | $383K |
| Note Advisors, LLC | 0.23% | Reduce -0.3% | 2,183 | $381K |
| Sierra Capital LLC | 0.04% | Reduce -0.6% | 2,168 | $379K |
| Family Investment Center, Inc. | 0.08% | Reduce -0.1% | 2,161 | $379K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.5% | 2,162 | $377K |
| G2 Capital Management, LLC / Oh | 0.09% | Reduce -23.4% | 2,139 | $373K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 2,139 | $373K |
| West Bancorporation Inc. | 0.21% | New | 2,130 | $372K |
| Mosaic Financial Group, LLC | 0.26% | No change | 2,127 | $371K |
| IFG Advisory, LLC | 0.02% | Add +14.1% | 2,125 | $371K |
| Running Point Capital Advisors, LLC | 0.10% | No change | 2,120 | $370K |
| ARK & TLK Investments, LLC | 0.12% | Reduce -0.1% | 2,113 | $369K |
| Breakwater Capital Group | 0.05% | Reduce -0.3% | 2,113 | $369K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -7.2% | 2,104 | $367K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.5% | 2,102 | $367K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,097 | $366K |
| Embree Financial Group | 0.05% | Add +0.4% | 2,087 | $364K |
| Capital Squared Financial LLC | 0.32% | Add +10.9% | 2,087 | $364K |
| MAS Advisors LLC | 0.57% | Add +2.3% | 2,078 | $363K |
| Western Wealth Management, LLC | 0.02% | Add +2.5% | 2,077 | $363K |
| Brooklyn FI, LLC | 0.08% | Add +0.6% | 2,079 | $363K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 2,075 | $362K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -19.2% | 2,046 | $357K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,042 | $356K |
| Finward Bancorp | 0.27% | Add +10.9% | 2,037 | $356K |
| Richardson Financial Services Inc. | 0.22% | Add +4.4% | 2,028 | $354K |
| waypoint wealth counsel | 0.14% | No change | 2,005 | $350K |
| Navis Wealth Advisors, LLC | 0.26% | No change | 2,000 | $349K |
| Polen Capital Management LLC | 0.00% | New | 2,000 | $349K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -3.1% | 1,996 | $348K |
| One Capital Management, LLC | 0.01% | Add +3.8% | 1,991 | $348K |
| ICONIQ Capital, LLC | 0.00% | No change | 1,979 | $345K |
| Citadel Advisors | 0.00% | Reduce -55.5% | 1,977 | $345K |
| Bridges Investment Management Inc. | 0.00% | No change | 1,975 | $345K |
| MCF Advisors LLC | 0.02% | No change | 1,967 | $344K |
| Revisor Wealth Management LLC | 0.12% | Add +18.6% | 1,968 | $340K |
| Heritage Wealth Advisors | 0.01% | No change | 1,949 | $340K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -2.2% | 1,945 | $340K |
| Barnes Pettey Financial Advisors, LLC | 0.19% | Add +21.5% | 1,943 | $339K |
| Clark Asset Management, LLC | 0.04% | Reduce -12.9% | 1,935 | $338K |
| Factor Wealth Management LTD | 0.08% | Add +0.4% | 1,933 | $337K |
| Legacy Bridge, LLC | 0.14% | No change | 1,925 | $336K |
| QRG Capital Management, Inc. | 0.00% | Reduce -40.4% | 1,916 | $334K |
| Idaho Trust Co | 0.11% | No change | 1,915 | $334K |
| Plancorp, LLC | 0.01% | Reduce -17.9% | 1,906 | $333K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 1,897 | $331K |
| LWM Advisors Inc. | 0.30% | Add +0.1% | 1,897 | $331K |
| Lowery Thomas, LLC | 0.19% | Add +0.5% | 1,896 | $331K |
| Sage Rhino Capital LLC | 0.06% | Add +0.6% | 1,889 | $330K |
| Forum Financial Management, LP | 0.00% | Add +24.8% | 1,872 | $327K |
| Comprehensive Money Management Services LLC | 0.23% | No change | 1,865 | $326K |
| Brand Asset Management Group, Inc. | 0.09% | New | 1,859 | $325K |
| Calton & Associates, Inc. | 0.05% | Add +42.9% | 1,855 | $324K |
| Townsend & Associates, Inc | 0.03% | No change | 1,885 | $324K |
| Long Island Wealth Management, Inc. | 0.16% | No change | 1,854 | $324K |
| Tsfg, LLC | 0.05% | Add +0.1% | 1,852 | $323K |
| Towerpoint Wealth, LLC | 0.13% | Reduce -3.1% | 1,849 | $323K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,846 | $322K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.1% | 1,844 | $322K |
| HTG Investment Advisors, Inc. | 0.11% | Reduce -12.1% | 1,834 | $320K |
| Valmark Advisers, Inc. | 0.00% | Add +0.2% | 1,826 | $319K |
| Verum Partners LLC | 0.07% | No change | 1,825 | $319K |
| Murphy Pohlad Asset Management LLC | 0.12% | Add +15.0% | 1,824 | $318K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 1,816 | $317K |
| Valeo Financial Advisors, LLC | 0.01% | Add +47.8% | 1,810 | $316K |
| BIP Wealth, LLC | 0.02% | No change | 1,796 | $314K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -18.0% | 1,803 | $313K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Add +0.6% | 1,779 | $312K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,786 | $312K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Add +0.5% | 1,777 | $310K |
| Ethos Financial Group, LLC | 0.02% | No change | 1,764 | $309K |
| Spinnaker Investment Group, LLC | 0.06% | New | 1,752 | $306K |
| Summit Wealth Group LLC / Co. | 0.03% | Reduce -89.1% | 860 | $306K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 1,750 | $306K |
| Foresight Global Investors, Inc. | 0.18% | New | 1,745 | $305K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -3.4% | 1,735 | $303K |
| Retirement Planning Group, LLC | 0.01% | Reduce -1.8% | 1,719 | $300K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.1% | 1,706 | $298K |
| Outbound Financial Inc | 0.24% | No change | 1,678 | $293K |
| Orleans Capital Management Corp. | 0.19% | Reduce -3.9% | 1,675 | $292K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -1.8% | 1,669 | $291K |
| Venture Visionary Partners LLC | 0.01% | Add +0.5% | 1,667 | $291K |
| Sovran Advisors, LLC | 0.03% | Add +0.8% | 1,690 | $291K |
| Laffer Tengler Investments, Inc. | 0.05% | New | 1,663 | $290K |
| Wealthspan Partners, LLC | 0.11% | No change | 1,648 | $288K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -4.0% | 1,636 | $286K |
| Marquette Associates, Inc. | 0.34% | No change | 1,634 | $285K |
| Hollow Brook Wealth Management LLC | 0.07% | New | 1,633 | $285K |
| Prospera Capital Management, LLC | 0.14% | No change | 1,631 | $285K |
| Optivise Advisory Services LLC | 0.17% | Reduce -0.4% | 1,627 | $284K |
| Comprehensive Financial Planning, Inc. | 0.19% | Add +0.4% | 1,623 | $283K |
| Silver Coast Investments LLC | 0.10% | Add +12.6% | 1,624 | $283K |
| Financial Freedom, LLC | 0.14% | Add +0.2% | 1,606 | $280K |
| Accurate Wealth Management, LLC | 0.04% | New | 1,618 | $280K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.2% | 1,590 | $278K |
| Wealth Effects LLC | 0.09% | Add +0.9% | 1,592 | $278K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 1,567 | $274K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 1,564 | $273K |
| Cravens & Co Advisors, LLC | 0.19% | No change | 1,560 | $272K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 1,556 | $272K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -13.9% | 1,543 | $269K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,535 | $268K |
| My Personal CFO, LLC | 0.10% | New | 1,524 | $266K |
| Foundation Wealth Management, LLC\PA | 0.10% | Reduce -4.3% | 1,524 | $266K |
| Lodestone Wealth Management LLC | 0.12% | Add +4.1% | 1,513 | $264K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,507 | $263K |
| Quaker Wealth Management, LLC | 0.09% | Add +0.1% | 1,503 | $262K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,500 | $262K |
| Patten & Patten Inc. | 0.02% | No change | 1,498 | $262K |
| Diversified Trust Co. | 0.01% | Add +2.4% | 1,495 | $261K |
| Round Rock Advisors LLC | 0.04% | Reduce -0.3% | 1,493 | $261K |
| Dodds Wealth, LLC | 0.06% | Add +0.1% | 1,490 | $260K |
| JPL Wealth Management, LLC | 0.06% | No change | 1,487 | $260K |
| Sapient Capital LLC | 0.00% | Add +2.8% | 1,482 | $259K |
| M&T Bank Corp | 0.00% | No change | 1,482 | $259K |
| Vicus Capital | 0.02% | Add +21.1% | 1,478 | $258K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,472 | $257K |
| Caldwell Trust Co | 0.02% | Reduce -1.4% | 1,472 | $257K |
| Colony Family Offices, LLC | 0.07% | Reduce -11.0% | 1,459 | $256K |
| City State Bank | 0.07% | No change | 1,467 | $256K |
| Atticus Wealth Management, LLC | 0.06% | Add +4.0% | 1,467 | $256K |
| Brown Financial Advisory | 0.13% | No change | 1,463 | $255K |
| Coastline Trust Co | 0.03% | No change | 1,460 | $255K |
| Panoramic Investment Advisors, LLC | 0.14% | Add +0.5% | 1,442 | $252K |
| Lion Street Advisors, LLC | 0.09% | Add +5.4% | 1,726 | $251K |
| Kennicott Capital Management LLC | 0.12% | No change | 1,439 | $251K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -94.4% | 1,431 | $250K |
| Operose Advisors LLC | 0.06% | Add +5.8% | 1,431 | $250K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,419 | $249K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 1,426 | $249K |
| Gen-Wealth Partners Inc | 0.08% | No change | 1,416 | $247K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,412 | $247K |
| Roundview Capital LLC | 0.02% | No change | 1,412 | $247K |
| Prudent Investors Network, Inc. | 0.06% | Add +4.2% | 1,410 | $246K |
| Blalock Williams, LLC | 0.22% | No change | 1,407 | $246K |
| Theory Financial LLC | 0.09% | No change | 1,406 | $244K |
| Gemmer Asset Management LLC | 0.02% | Reduce -2.1% | 1,389 | $243K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,387 | $242K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Add +4.2% | 1,386 | $242K |
| Meriwether Wealth & Planning, LLC | 0.14% | No change | 1,384 | $242K |
| Robinson Smith Wealth Advisors LLC | 0.17% | Reduce -0.5% | 1,381 | $241K |
| OneAscent Financial Services LLC | 0.02% | Reduce -16.7% | 1,374 | $240K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 1,371 | $239K |
| New England Private Wealth Advisors LLC | 0.03% | No change | 1,367 | $239K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.2% | 1,364 | $238K |
| Partners in Financial Planning | 0.04% | Add +0.3% | 1,353 | $236K |
| Advyzon Investment Management, LLC | 0.04% | New | 1,352 | $236K |
| CoreCap Advisors, LLC | 0.01% | Add +5.1% | 1,348 | $235K |
| Optima Capital LLC | 0.11% | No change | 1,347 | $235K |
| Obsidian Personal Planning Solutions LLC | 0.08% | No change | 1,359 | $234K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,339 | $234K |
| Quartz Partners, LLC | 0.08% | Add +3.2% | 1,337 | $233K |
| Creative Financial Designs Inc. | 0.02% | Add +0.3% | 1,330 | $232K |
| Cottage Street Advisors LLC | 0.10% | Add +0.2% | 1,330 | $232K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -3.0% | 1,325 | $231K |
| Trilogy Capital Inc. | 0.01% | New | 1,323 | $231K |
| Proffitt & Goodson Inc. | 0.03% | No change | 1,323 | $231K |
| Noble Wealth Management PBC | 0.12% | — | 1,318 | $230K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,315 | $230K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | Reduce -0.8% | 1,310 | $229K |
| Compass Advisory Group LLC | 0.06% | New | 1,288 | $226K |
| Mainsail Asset Management, LLC | 0.10% | New | 1,292 | $225K |
| Curio Wealth, LLC | 0.09% | Reduce -2.6% | 1,290 | $225K |
| 1 North Wealth Services LLC | 0.09% | Reduce -9.8% | 1,289 | $225K |
| PBMares Wealth Management LLC | 0.04% | No change | 1,289 | $225K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.2% | 1,266 | $222K |
| Meredith Wealth Planning | 0.07% | No change | 1,266 | $221K |
| Bestgate Wealth Advisors, LLC | 0.39% | No change | 1,255 | $219K |
| Wedbush Securities Inc. | 0.01% | New | 1,252 | $219K |
| AlphaCore Capital LLC | 0.01% | Add +0.5% | 1,229 | $216K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 1,235 | $216K |
| Ceera Investments, LLC | 0.07% | New | 1,230 | $215K |
| Mayfair Advisory Group, LLC | 0.09% | No change | 1,229 | $215K |
| Advantage Trust Co | 0.10% | No change | 1,225 | $214K |
| WNY Asset Management, LLC | 0.02% | Reduce -9.5% | 1,225 | $214K |
| WMG Financial Advisors, LLC | 0.07% | No change | 1,218 | $213K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +1.3% | 1,215 | $212K |
| Jeppson Wealth Management, LLC | 0.07% | New | 1,210 | $211K |
| CGN Advisors LLC | 0.02% | New | 1,205 | $210K |
| Bogart Wealth, LLC | 0.01% | Reduce -8.1% | 1,196 | $209K |
| Stonebrook Private Inc. | 0.05% | New | 1,196 | $209K |
| Astoria Portfolio Advisors LLC. | 0.05% | No change | 1,190 | $208K |
| Wells Financial Advisors INC | 0.28% | Reduce -1.3% | 1,185 | $207K |
| Level Financial Advisors | 0.06% | New | 1,185 | $207K |
| Synergy Investment Management, LLC | 0.08% | New | 1,183 | $207K |
| FPC Investment Advisory, Inc. | 0.12% | No change | 1,182 | $206K |
| Endowment Wealth Management, Inc. | 0.09% | New | 1,181 | $206K |
| Pacific Center for Financial Services | 0.05% | Reduce -2.3% | 1,181 | $206K |
| Sachetta, LLC | 0.08% | No change | 1,177 | $205K |
| Freedom Financial Partners LLC | 0.08% | New | 1,157 | $202K |
| 49 Wealth Management, LLC | 0.02% | New | 1,156 | $202K |
| Colonial Trust Advisors | 0.02% | Reduce -6.3% | 1,151 | $201K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -10.0% | 1,150 | $201K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,133 | $198K |
| Montag A & Associates Inc. | 0.01% | No change | 1,130 | $197K |
| Concord Wealth Partners | 0.03% | Reduce -14.8% | 1,121 | $196K |
| MGB Wealth Management, LLC | 0.05% | No change | 1,112 | $194K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -10.6% | 1,093 | $190K |
| VSM Wealth Advisory, LLC | 0.06% | Reduce -23.9% | 1,073 | $187K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.7% | 1,068 | $186K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.6% | 1,064 | $186K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -5.1% | 1,022 | $179K |
| HM Payson & Co. | 0.00% | No change | 1,013 | $177K |
| GoalVest Advisory LLC | 0.04% | No change | 1,002 | $175K |
| Horizon Financial Services, LLC | 0.08% | Add +66.0% | 999 | $174K |
| First PREMIER Bank | 0.04% | No change | 981 | $171K |
| Financial Perspectives, Inc | 0.04% | No change | 929 | $162K |
| Greykasell Wealth Strategies, Inc. | 0.07% | No change | 919 | $160K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 913 | $160K |
| Larson Financial Group LLC | 0.01% | Reduce -4.3% | 912 | $159K |
| Chapman Financial Group, LLC | 0.11% | Reduce -24.5% | 889 | $155K |
| Blue Trust, Inc. | 0.00% | Add +23.4% | 869 | $152K |
| Palisade Asset Management, LLC | 0.01% | New | 860 | $150K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -9.9% | 1,674 | $149K |
| United Financial Planning Group LLC | 0.09% | — | 1,044 | $147K |
| New Republic Capital, LLC | 0.04% | Reduce -2.8% | 836 | $147K |
| Private Wealth Management Group, LLC | 0.04% | No change | 820 | $143K |
| St Germain D J Co. Inc. | 0.01% | Add +7.2% | 771 | $135K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 769 | $134K |
| Matrix Private Capital Group LLC | 0.07% | No change | 749 | $131K |
| Asset Dedication, LLC | 0.01% | No change | 738 | $129K |
| Center for Financial Planning, Inc. | 0.01% | No change | 736 | $128K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.9% | 733 | $128K |
| Anchor Investment Management, LLC | 0.01% | Add +74.3% | 713 | $124K |
| Sage Mountain Advisors LLC | 0.01% | No change | 712 | $124K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 697 | $122K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 697 | $122K |
| GAMMA Investing LLC | 0.01% | No change | 676 | $118K |
| Glen Eagle Advisors, LLC | 0.02% | Add +3.4% | 675 | $118K |
| Holos Integrated Wealth LLC | 0.07% | No change | 695 | $118K |
| ORG Partners LLC | 0.02% | Reduce -5.0% | 640 | $112K |
| Birchbrook, Inc. | 0.06% | No change | 625 | $109K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +14.6% | 589 | $103K |
| Robinswood Financial LLC | 0.03% | Reduce -2.2% | 588 | $103K |
| Ascentis Wealth Management, LLC | 0.02% | Add +9.9% | 579 | $101K |
| Cloud Capital Management, LLC | 0.05% | New | 580 | $101K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 570 | $100K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.4% | 546 | $95K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 544 | $95K |
| LGT Financial Advisors LLC | 0.20% | No change | 535 | $93K |
| Abound Wealth Management | 0.02% | Add +59.1% | 525 | $92K |
| Evolution Wealth Management Inc. | 0.09% | No change | 504 | $88K |
| Pathway Financial Advisers, LLC | 0.03% | New | 502 | $87K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $86K |
| Rossby Financial, LCC | 0.03% | Add +4.3% | 485 | $84K |
| Tortoise Investment Management, LLC | 0.01% | Add +5.5% | 480 | $84K |
| Evermay Wealth Management LLC | 0.01% | No change | 473 | $83K |
| MV Capital Management, Inc. | 0.01% | No change | 470 | $82K |
| First Command Advisory Services, Inc. | 0.00% | No change | 466 | $81K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 465 | $81K |
| Salem Investment Counselors Inc. | 0.00% | No change | 458 | $80K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 455 | $79K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 436 | $76K |
| Midwest Capital Advisors, LLC | 0.04% | No change | 432 | $75K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.2% | 423 | $74K |
| Cordant, Inc. | 0.03% | No change | 423 | $74K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $73K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $72K |
| Carolina Wealth Advisors, LLC | 0.03% | No change | 390 | $68K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -4.4% | 389 | $68K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -5.5% | 380 | $66K |
| 2UniFi Bank | 0.03% | No change | 378 | $66K |
| Wagner Wealth Management, LLC | 0.01% | No change | 360 | $63K |
| Fiduciary Advisors, Inc. | 0.05% | No change | 357 | $62K |
| Trust Co. of Toledo NA | 0.01% | No change | 357 | $62K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 348 | $61K |
| FSA Wealth Management LLC | 0.02% | No change | 647 | $59K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.3% | 322 | $56K |
| Lanark Financial, Inc. | 0.00% | Add +6.0% | 316 | $55K |
| Keener Financial Planning LLC | 0.03% | No change | 316 | $55K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.7% | 301 | $53K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $52K |
| Optimum Investment Advisors | 0.02% | No change | 300 | $52K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 296 | $52K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 295 | $52K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.7% | 292 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 288 | $50K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 284 | $50K |
| Fairman Group, LLC | 0.04% | Add +0.4% | 282 | $49K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 281 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 279 | $49K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.6% | 277 | $48K |
| Sound Income Strategies, LLC | 0.00% | No change | 272 | $47K |
| Allianz SE | 0.00% | No change | 237 | $41K |
| Eukles Asset Management | 0.02% | No change | 231 | $40K |
| EPG Wealth Management LLC | 0.01% | No change | 228 | $40K |
| Caitlin John, LLC | 0.03% | New | 224 | $39K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $39K |
| Hurley Capital, LLC | 0.02% | Add +0.5% | 220 | $38K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $38K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $38K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.8% | 203 | $35K |
| NBT Bank, N.A. | 0.00% | Add +72.6% | 347 | $35K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $35K |
| West Branch Capital LLC | 0.01% | No change | 194 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Reduce -66.6% | 183 | $32K |
| Accredited Wealth Management, LLC | 0.02% | Add +5586.6% | 10,179 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 168 | $29K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 167 | $29K |
| Roxbury Financial LLC | 0.03% | No change | 165 | $29K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 160 | $28K |
| Addison Advisors LLC | 0.01% | Reduce -31.1% | 146 | $25K |
| Breakwater Investment Management | 0.01% | No change | 135 | $24K |
| SouthState Bank Corp | 0.00% | No change | 133 | $23K |
| Versant Capital Management, Inc | 0.00% | No change | 132 | $23K |
| Rossmore Private Capital | 0.00% | New | 125 | $22K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 122 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.9% | 117 | $20K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -60.5% | 111 | $19K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 109 | $19K |
| McIlrath & Eck, LLC | 0.00% | No change | 109 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $19K |
| Providence Capital Advisors, LLC | 0.00% | Add +25.9% | 107 | $19K |
| First Community Trust NA | 0.01% | No change | 106 | $19K |
| Pineridge Advisors LLC | 0.01% | No change | 101 | $18K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 100 | $17K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -9.1% | 100 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $17K |
| Main Street Group, LTD | 0.01% | No change | 96 | $17K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 94 | $16K |
| Bfsg, LLC | 0.00% | Add +80.0% | 90 | $16K |
| Wealth Watch Advisors, INC | 0.01% | New | 80 | $14K |
| Pingora Partners LLC | 0.01% | No change | 78 | $14K |
| Strategic Advocates LLC | 0.00% | New | 78 | $14K |
| BankPlus Trust Department | 0.00% | No change | 71 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 69 | $12K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -1.5% | 65 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 64 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 61 | $11K |
| 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 | $10K |
| Aventura Private Wealth, LLC | 0.00% | No change | 56 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 53 | $9K |
| Kennebec Savings Bank | 0.01% | Reduce -22.4% | 52 | $9K |
| Clear Investment Research, LLC | 0.01% | New | 51 | $9K |
| Graney & King, LLC | 0.01% | Add +2.0% | 51 | $9K |
| Integrity Financial Corp | 0.00% | No change | 50 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -90.9% | 50 | $9K |
| Winch Advisory Services, LLC | 0.00% | No change | 49 | $9K |
| Hopwood Financial Services, Inc. | 0.01% | Add +500.0% | 48 | $8K |
| Founders Capital Management | 0.00% | Reduce -81.3% | 46 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $8K |
| Front Row Advisors LLC | 0.00% | Reduce -33.3% | 40 | $7K |
| Crews Bank & Trust | 0.00% | No change | 36 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -62.8% | 35 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 33 | $6K |
| Investors Research Corp | 0.00% | New | 32 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -5.9% | 32 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -36.7% | 31 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 31 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +116.7% | 26 | $5K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 22 | $4K |
| First Financial Corp. | 0.00% | No change | 21 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 21 | $4K |
| Team Financial Group, LLC | 0.00% | No change | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Motco | 0.00% | No change | 17 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 17 | $3K |
| PFS Partners, LLC | 0.00% | Add +6.3% | 17 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $3K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 15 | $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 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -80.0% | 9 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 8 | $1K |
| Blume Capital Management, Inc. | 0.00% | New | 6 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $1K |
| Rice Partnership, LLC | 0.00% | Reduce -44.4% | 5 | $873 |
| WealthCollab, LLC | 0.00% | No change | 4 | $699 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 4 | $698 |
| IAG Wealth Partners, LLC | 0.00% | No change | 4 | $698 |
| Kilter Group LLC | 0.00% | Reduce -50.0% | 3 | $584 |
| Proathlete Wealth Management LLC | 0.00% | Reduce -93.9% | 3 | $523 |
| Compass Financial Services Inc | 0.00% | No change | 2 | $351 |
| Topsail Wealth Management, LLC | 0.00% | No change | 2 | $351 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 2 | $350 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $349 |
| Alerus Financial NA | 0.00% | No change | 2 | $349 |
"% 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.