Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q1 2026 (March 31)1,228holders +26
86new positions
55sold out
6famous investors
$182.20avg. 13F price*
At the end of Q1 2026, 1,228 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 26 from Q4 2025. 86 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($876.9M), Assetmark, Inc. ($798.6M) and EP Wealth Advisors, LLC ($762.9M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q1 2026)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $63.1M |
| Exits | 55 | $123.7M |
All 13F filers, Q4 2025 → Q1 2026: 3,395,805 shares bought and 4,302,694 shares sold, net −906,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,228 holders
| Morgan Stanley | 0.05% | Add +0.2% | 4,758,402 | $876.9M |
| Assetmark, Inc. | 1.63% | Reduce -4.2% | 4,333,382 | $798.6M |
| EP Wealth Advisors, LLC | 3.75% | Add +6.0% | 4,140,038 | $762.9M |
| Betterment LLC | 1.31% | Reduce -4.7% | 3,741,881 | $689.6M |
| Jones Financial Companies LLLP | 0.27% | Add +19.3% | 3,133,089 | $570.8M |
| Bank of America Corp. | 0.04% | Reduce -2.5% | 3,045,401 | $561.2M |
| Wells Fargo & Company | 0.10% | Reduce -0.6% | 2,688,107 | $495.4M |
| Royal Bank of Canada | 0.08% | Reduce -5.0% | 2,421,695 | $446.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.15% | — | 1,626,649 | $299.8M |
| UBS Group AG | 0.05% | Add +5.3% | 1,465,381 | $270.0M |
| PNC Financial Services Group, Inc. | 0.16% | Reduce -0.5% | 1,461,159 | $269.3M |
| Stephens Group Asset Management, LLC | 14.34% | Add +10.6% | 1,221,139 | $225.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.2% | 1,205,341 | $222.1M |
| FMR LLC | 0.01% | Add +6.8% | 1,108,677 | $204.3M |
| LPL Financial LLC | 0.05% | Add +1.7% | 1,093,935 | $201.6M |
| Moneta Group Investment Advisors LLC | 1.51% | Add +6.6% | 1,090,118 | $200.9M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +6.8% | 1,045,730 | $192.7M |
| Orgel Wealth Management, LLC | 3.57% | Add +6.1% | 899,090 | $165.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -11.0% | 882,986 | $162.7M |
| Raymond James Financial Inc. | 0.04% | Reduce -8.9% | 720,227 | $132.7M |
| Stifel Financial Corp. | 0.12% | Reduce -0.7% | 703,111 | $129.6M |
| Focus Partners Wealth | 0.14% | Add +1.0% | 683,834 | $126.0M |
| Osaic Holdings, Inc. | 0.18% | Add +62.6% | 659,620 | $121.6M |
| Vantagepoint Investment Advisers LLC | 0.96% | Reduce -1.8% | 612,122 | $112.8M |
| Mariner, LLC | 0.13% | Reduce -2.9% | 603,456 | $111.2M |
| SYM FINANCIAL Corp | 10.44% | Add +1.4% | 567,194 | $104.5M |
| Waverly Advisors, LLC | 0.73% | Reduce -2.3% | 529,934 | $97.7M |
| Avior Wealth Management, LLC | 2.76% | Reduce -2.3% | 528,225 | $97.3M |
| US Bancorp \de | 0.11% | Add +3.0% | 505,528 | $93.2M |
| Creative Planning | 0.05% | Reduce -0.1% | 433,705 | $79.9M |
| Cetera Investment Advisers | 0.08% | Add +1.5% | 424,294 | $78.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -6.2% | 401,592 | $74.0M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -22.4% | 399,175 | $73.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 383,976 | $69.7M |
| Rodgers & Associates, LTD | 7.02% | Reduce -1.4% | 374,368 | $69.0M |
| McAdam, LLC | 2.94% | Add +1.9% | 353,982 | $65.2M |
| Truist Financial Corp. | 0.09% | Reduce -11.6% | 341,901 | $63.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.7% | 326,802 | $60.2M |
| Krilogy Financial LLC | 1.84% | Add +0.7% | 299,602 | $57.1M |
| Berman McAleer LLC | 7.70% | Add +1.9% | 306,169 | $56.4M |
| Private Advisor Group, LLC | 0.26% | Add +0.5% | 295,737 | $54.5M |
| Cwm, LLC | 0.14% | Add +6.8% | 290,862 | $53.6M |
| Corient Private Wealth LP | 0.07% | Add +2.3% | 275,034 | $50.6M |
| CIBC Bancorp USA Inc. | 0.07% | — | 274,908 | $50.4M |
| Inspirion Wealth Advisors, LLC | 6.10% | Reduce -1.9% | 265,574 | $48.9M |
| Equitable Holdings, Inc. | 0.31% | Add +6.5% | 283,898 | $48.8M |
| Trust Co | 4.51% | Add +0.7% | 260,990 | $48.1M |
| MML Investors Services, LLC | 0.12% | Reduce -0.3% | 241,730 | $44.5M |
| HUB Investment Partners, LLC | 1.06% | Add +184.9% | 235,927 | $43.5M |
| 1832 Asset Management L.P. | 0.06% | Reduce -3.4% | 231,852 | $42.7M |
| Marotta Asset Management | 7.39% | Reduce -2.9% | 217,452 | $40.2M |
| Benjamin Edwards Inc. | 0.38% | Add +4.5% | 209,002 | $38.5M |
| Kwmg, LLC | 3.19% | Add +1.8% | 207,042 | $38.2M |
| NewEdge Advisors, LLC | 0.13% | Add +0.9% | 198,576 | $36.6M |
| Summit Financial, LLC | 0.46% | Add +15.6% | 195,010 | $35.9M |
| Shakespeare Wealth Management, LLC | 7.91% | Add +1.3% | 181,234 | $33.4M |
| Bragg Financial Advisors, Inc | 1.04% | Add +1.8% | 179,038 | $33.0M |
| Blair William & Co. | 0.09% | Add +26.7% | 177,550 | $32.7M |
| Condor Capital Management | 2.64% | Reduce -1.1% | 171,147 | $31.5M |
| First American Trust, FSB | 2.06% | Add +51.9% | 165,912 | $30.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +11.7% | 164,240 | $30.3M |
| Cary Street Partners Financial LLC | 0.73% | Add +1.4% | 184,379 | $29.6M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +21.7% | 159,181 | $29.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -3.8% | 158,512 | $29.2M |
| Avion Wealth | 6.01% | Reduce -3.1% | 157,831 | $29.1M |
| WoodTrust Financial Corp | 3.68% | Reduce -10.8% | 154,707 | $28.5M |
| Wilmington Savings Fund Society, FSB | 0.68% | Reduce -13.1% | 154,378 | $28.4M |
| BHK Investment Advisors, LLC | 9.43% | Reduce -3.0% | 153,074 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -39.4% | 148,588 | $27.5M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Add +53.0% | 147,982 | $27.3M |
| Presilium Private Wealth, LLC | 4.77% | Add +0.8% | 146,890 | $27.1M |
| Diversified Management Inc. | 4.61% | Reduce -0.1% | 145,954 | $26.9M |
| Bank of Montreal | 0.01% | Reduce -2.5% | 145,868 | $26.9M |
| &partners | 0.13% | Add +12.4% | 141,417 | $26.1M |
| World Investment Advisors | 0.40% | Add +0.6% | 135,522 | $25.0M |
| Fifth Third Bancorp | 0.04% | Add +62.8% | 132,621 | $24.4M |
| Grove Street Fiduciary, LLC | 10.48% | Reduce -1.4% | 129,119 | $23.8M |
| Stephens Inc. | 0.30% | Add +11.1% | 129,093 | $23.8M |
| Aire Advisors, LLC | 4.31% | Add +0.8% | 127,800 | $23.6M |
| Natixis Advisors, LLC | 0.03% | Add +0.7% | 127,612 | $23.5M |
| Diesslin Group, Inc. | 10.37% | Reduce -4.9% | 124,837 | $23.0M |
| Captrust Financial Advisors | 0.04% | Add +0.2% | 123,389 | $22.7M |
| Strategic Investment Advisors / MI | 1.53% | Add +24.0% | 120,022 | $22.1M |
| Arvest Investments, Inc. | 2.79% | Add +0.2% | 110,890 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +3.9% | 109,447 | $20.2M |
| Bryn Mawr Trust Advisors, LLC | 0.97% | Add +3.6% | 108,479 | $20.0M |
| Praetorian Wealth Management, Inc. | 3.78% | Add +0.6% | 105,024 | $19.9M |
| Wealthspire Advisors, LLC | 0.15% | Add +20.6% | 105,266 | $19.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.7% | 105,265 | $19.4M |
| Sage Financial Group Inc. | 1.25% | Add +0.2% | 104,091 | $19.2M |
| Ledyard National Bank | 1.66% | Add +0.9% | 103,675 | $19.1M |
| Advisory Alpha, LLC | 0.51% | Reduce -0.5% | 101,702 | $18.7M |
| OLIO Financial Planning | 5.07% | Add +1.7% | 99,296 | $18.3M |
| Asset Management Group, Inc. | 2.85% | Reduce -0.5% | 95,781 | $17.7M |
| Chicago Partners Investment Group LLC | 0.39% | Add +3.3% | 89,943 | $17.3M |
| ProVise Management Group, LLC | 1.23% | Add +1.6% | 92,531 | $17.1M |
| Peapack Gladstone Financial Corp. | 0.22% | Reduce -0.1% | 92,529 | $17.1M |
| Legacies Wealth LLC | 10.66% | Reduce -1.3% | 91,186 | $16.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -15.1% | 90,240 | $16.6M |
| Lutz Financial Services LLC | 1.11% | Add +0.3% | 89,711 | $16.5M |
| Compton Wealth Advisory Group, LLC | 3.62% | Add +0.6% | 88,024 | $16.3M |
| DAVENPORT & Co LLC | 0.09% | Add +2.3% | 87,316 | $16.1M |
| Clayton Financial Group LLC | 8.12% | Add +1.8% | 85,754 | $15.8M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +1.9% | 83,170 | $15.3M |
| Evensky & Katz LLC | 0.87% | Reduce -2.5% | 82,924 | $15.3M |
| Brown Advisory Inc. | 0.02% | Add +37.4% | 82,308 | $15.2M |
| First Horizon Corp. | 0.63% | Add +14.1% | 82,300 | $15.2M |
| SOA Wealth Advisors, LLC. | 2.79% | Add +0.3% | 80,372 | $14.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +2.9% | 80,082 | $14.8M |
| LMCG Investments, LLC | 0.88% | Reduce -3.0% | 79,793 | $14.7M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -0.3% | 79,198 | $14.6M |
| Associated Banc-Corp | 0.39% | Add +14.0% | 78,918 | $14.5M |
| Roberts Financial Services LLC | 4.53% | Reduce -19.4% | 77,301 | $14.2M |
| Modera Wealth Management, LLC | 0.17% | Reduce -7.0% | 77,201 | $14.2M |
| Payne Capital Management, LLC | 4.25% | Add +2.5% | 76,180 | $14.0M |
| Greenup Street Wealth Management LLC | 1.90% | Add +72.3% | 73,195 | $13.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +1.3% | 72,730 | $13.4M |
| RTD Financial Advisors, Inc. | 1.63% | Reduce -1.9% | 71,775 | $13.2M |
| Principal Securities, Inc. | 0.19% | Add +14.8% | 71,606 | $13.2M |
| Bokf, NA | 0.20% | Reduce -2.1% | 71,433 | $13.2M |
| Apella Capital, LLC | 0.19% | Reduce -6.2% | 68,123 | $13.1M |
| Stevens Capital Partners | 3.15% | Add +7.5% | 71,072 | $13.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Add +1.1% | 70,773 | $13.0M |
| Opes Wealth Management LLC | 2.19% | Add +2.2% | 69,713 | $12.8M |
| Eagle Strategies LLC | 1.52% | Add +3.9% | 68,837 | $12.7M |
| Arax Advisory Partners | 0.36% | Add +129.8% | 68,776 | $12.7M |
| Sepio Capital, LP | 0.68% | Reduce -0.9% | 68,357 | $12.6M |
| Tiaa Trust, National Association | 0.76% | Reduce -96.1% | 67,563 | $12.5M |
| MAI Capital Management | 0.07% | Add +3.6% | 67,434 | $12.4M |
| Park Avenue Securities LLC | 0.10% | Add +0.5% | 66,876 | $12.3M |
| D.A. Davidson & Co. | 0.07% | Add +10.4% | 66,493 | $12.3M |
| Cerity Partners LLC | 0.02% | Add +116.0% | 63,907 | $11.8M |
| Provident Wealth Management, LLC | 3.54% | Reduce -0.6% | 63,487 | $11.7M |
| Everhart Financial Group, Inc. | 0.99% | Add +60.2% | 63,399 | $11.7M |
| Leavell Investment Management, Inc. | 0.48% | Add +2.7% | 63,354 | $11.7M |
| Geneos Wealth Management Inc. | 0.27% | Add +0.3% | 63,297 | $11.7M |
| Commerce Bank | 0.06% | Add +14.0% | 62,157 | $11.5M |
| IFP Advisors, Inc | 0.24% | Add +650.5% | 61,840 | $11.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -3.0% | 61,279 | $11.3M |
| Meramec Financial Planners, LLC | 4.41% | Reduce -4.8% | 57,606 | $11.1M |
| Gladwyn Financial Advisors, Inc. | 7.58% | Reduce -0.3% | 59,092 | $10.9M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -0.9% | 58,960 | $10.9M |
| Scott Capital Advisors, LLC | 2.19% | Add +2.1% | 57,117 | $10.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.93% | Add +6.7% | 58,505 | $10.8M |
| Bleakley Financial Group, LLC | 0.17% | Add +0.5% | 58,424 | $10.8M |
| Midwest Trust Co | 0.13% | Add +0.6% | 57,682 | $10.6M |
| Atlas Capital Advisors Inc. | 1.21% | Reduce -5.8% | 57,318 | $10.6M |
| TRB Wealth Management, LLC | 1.49% | — | 56,897 | $10.5M |
| Texas Yale Capital Corp. | 0.29% | Add +0.0% | 54,916 | $10.1M |
| Axxcess Wealth Management, LLC | 0.32% | Add +437.4% | 54,616 | $10.1M |
| Inlight Wealth Management, LLC | 3.69% | Add +44.6% | 54,009 | $10.0M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +7.8% | 53,709 | $9.9M |
| Ridgepath Capital Management LLC | 4.88% | New | 53,273 | $9.8M |
| MassMutual Private Wealth & Trust, FSB | 0.27% | Reduce -2.0% | 53,227 | $9.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 53,136 | $9.8M |
| Old National Bancorp | 0.16% | Add +17.3% | 52,670 | $9.7M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -1.7% | 52,399 | $9.7M |
| Peak Retirement Planning, Inc. | 1.88% | Add +97.0% | 51,097 | $9.4M |
| Harbour Investments, Inc. | 0.14% | Add +62.3% | 50,825 | $9.4M |
| Alpha Omega Wealth Management LLC | 1.50% | Add +2.8% | 50,114 | $9.2M |
| Harbor Investment Advisory, LLC | 0.72% | Add +16.2% | 49,603 | $9.1M |
| Regal Investment Advisors LLC | 0.53% | Add +2.5% | 49,413 | $9.1M |
| ETF Portfolio Partners, Inc. | 2.39% | Add +1.6% | 49,290 | $9.1M |
| Chilton Investment Co. Inc. | 0.21% | Add +200.0% | 49,265 | $9.1M |
| Sollinda Capital Management LLC | 2.18% | Add +43.5% | 48,766 | $9.0M |
| Spartan Wealth Advisory Services LLC | 0.78% | — | 48,666 | $9.0M |
| Alesco Advisors, LLC, An ESL Co | 0.22% | Reduce -1.2% | 47,041 | $8.7M |
| Prosperity Planning, Inc. | 3.10% | Reduce -3.4% | 46,740 | $8.6M |
| Brickley Wealth Management | 1.47% | Reduce -0.6% | 46,412 | $8.6M |
| Sharper & Granite LLC | 2.91% | Add +2.4% | 46,253 | $8.5M |
| AE Wealth Management LLC | 0.05% | Reduce -0.8% | 45,231 | $8.3M |
| Smallwood Wealth Investment Management, LLC | 4.32% | Reduce -0.4% | 44,441 | $8.2M |
| Capital Advantage, Inc. | 1.07% | Add +1.9% | 44,432 | $8.2M |
| AQR Capital Management | 0.00% | Add +64.4% | 44,373 | $8.2M |
| Ameritas Advisory Services, LLC | 0.32% | Reduce -6.3% | 44,150 | $8.1M |
| Allworth Financial LP | 0.03% | Reduce -2.2% | 44,030 | $8.1M |
| Thrive Capital Management, LLC | 1.78% | Add +60.4% | 44,019 | $8.1M |
| Ally Invest Advisors Inc. | 0.54% | Add +0.9% | 43,658 | $8.0M |
| Exencial Wealth Advisors, LLC | 0.25% | Reduce -7.7% | 43,076 | $7.9M |
| Twin Focus Capital Partners, LLC | 0.91% | Add +6.4% | 42,976 | $7.9M |
| Pittenger & Anderson Inc. | 0.31% | No change | 42,399 | $7.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +5.6% | 41,651 | $7.7M |
| Mosaic Family Wealth Partners, LLC | 0.78% | Add +0.2% | 41,197 | $7.6M |
| Cranbrook Wealth Management, LLC | 1.54% | Reduce -1.3% | 40,976 | $7.6M |
| Weinberger Asset Management, Inc | 2.77% | Add +2.5% | 40,060 | $7.4M |
| Mma Asset Management LLC | 2.59% | Add +137.3% | 39,962 | $7.4M |
| Hilltop National Bank | 1.73% | Reduce -1.7% | 39,375 | $7.3M |
| SWAN Capital LLC | 2.63% | Reduce -15.3% | 38,826 | $7.2M |
| Merit Financial Group, LLC | 0.05% | Add +6.7% | 38,635 | $7.1M |
| Falcon Wealth Planning | 0.48% | Reduce -75.4% | 38,542 | $7.1M |
| Councilor Wealth, LLC | 3.41% | Reduce -0.1% | 38,071 | $7.0M |
| Fifth Third Securities, Inc. | 0.45% | Reduce -2.8% | 37,961 | $7.0M |
| Quantinno Capital Management LP | 0.01% | Add +37.3% | 36,982 | $6.8M |
| Accel Wealth Management | 1.77% | Add +6.3% | 36,751 | $6.8M |
| Eclectic Associates Inc. | 0.89% | Add +35.0% | 36,452 | $6.7M |
| HB Wealth Management, LLC | 0.04% | Add +0.0% | 35,914 | $6.6M |
| EverSource Wealth Advisors, LLC | 0.20% | Add +49.0% | 34,881 | $6.4M |
| Zeit Capital LLC | 4.29% | Reduce -1.3% | 34,786 | $6.4M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +7.6% | 34,245 | $6.3M |
| IVC Wealth Advisors LLC | 2.73% | Add +12.4% | 34,087 | $6.3M |
| Tenret Co LLC | 3.02% | Add +5.3% | 33,888 | $6.2M |
| HFG Advisors, Inc. | 4.35% | Add +3.5% | 33,568 | $6.2M |
| Wealth Enhancement Trust Services, Inc. | 0.75% | Add +0.7% | 33,469 | $6.2M |
| Atria Investments, Inc | 0.07% | Reduce -19.3% | 33,372 | $6.1M |
| Spire Wealth Management | 0.21% | Add +14.7% | 33,345 | $6.1M |
| Echo45 Advisors LLC | 3.44% | Reduce -0.2% | 33,199 | $6.1M |
| First United Bank & Trust | 1.97% | Add +11.8% | 32,963 | $6.1M |
| Maltin Wealth Management, Inc. | 2.31% | Add +1.9% | 32,737 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -9.0% | 32,478 | $6.0M |
| FAS Wealth Partners, Inc. | 0.37% | Reduce -2.5% | 32,405 | $6.0M |
| Forza Wealth Management, LLC | 2.07% | Add +3.0% | 32,337 | $6.0M |
| Perigon Wealth Management, LLC | 0.11% | Add +9.6% | 32,023 | $5.9M |
| Bangor Savings Bank | 0.47% | Reduce -9.4% | 31,959 | $5.9M |
| Conquis Financial LLC | 4.87% | Add +5.2% | 30,375 | $5.9M |
| Sterling Capital Management LLC | 0.11% | Reduce -1.1% | 31,455 | $5.8M |
| Genesis Private Wealth, LLC | 1.81% | Reduce -0.5% | 31,279 | $5.8M |
| UMB Bank, n.a. | 0.08% | Reduce -9.9% | 31,128 | $5.7M |
| Taylor & Morgan Wealth Management, LLC | 3.27% | Reduce -2.6% | 31,057 | $5.7M |
| Black Diamond Financial, LLC | 0.62% | Reduce -15.8% | 31,025 | $5.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +1.8% | 30,510 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Reduce -1.7% | 30,384 | $5.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +83.7% | 30,364 | $5.6M |
| TAGStone Capital, Inc. | 1.96% | Add +0.3% | 30,101 | $5.5M |
| King Wealth Management Group | 0.69% | Reduce -1.9% | 29,809 | $5.5M |
| Drucker Wealth 3.0, LLC | 0.95% | Reduce -1.0% | 29,665 | $5.5M |
| Glenview Trust Co | 0.09% | Reduce -22.4% | 29,454 | $5.4M |
| Cresset Asset Management, LLC | 0.02% | Reduce -71.0% | 29,431 | $5.4M |
| Alpine Bank Wealth Management | 0.78% | Reduce -2.2% | 29,233 | $5.4M |
| Midwest Financial Group LLC | 2.27% | Add +0.4% | 28,848 | $5.3M |
| Clear Harbor Asset Management, LLC | 0.37% | Add +0.3% | 28,726 | $5.3M |
| Whitegate Investment Counselors, Inc. | 1.68% | Reduce -0.1% | 28,630 | $5.3M |
| Tocqueville Asset Management L.P. | 0.08% | Add +1.9% | 28,549 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.6% | 28,512 | $5.3M |
| Mutual Advisors, LLC | 0.11% | Add +5.7% | 28,449 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +4.5% | 28,262 | $5.2M |
| Johnson Financial Group, Inc. | 0.19% | Reduce -9.4% | 27,880 | $5.1M |
| Collective Family Office LLC | 1.16% | Add +3.9% | 27,867 | $5.1M |
| Strategic Advisors LLC | 0.85% | Add +24.3% | 27,772 | $5.1M |
| Bruce G. Allen Investments, LLC | 3.33% | Reduce -2.1% | 27,654 | $5.1M |
| Nicolet Bankshares Inc. | 0.19% | Add +74.1% | 27,494 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -2.0% | 27,220 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +5.1% | 26,393 | $4.9M |
| Keystone Financial Services, LLC | 3.27% | Add +0.9% | 26,385 | $4.9M |
| Choreo, LLC | 0.06% | Add +8.4% | 26,185 | $4.8M |
| Goepper Burkhardt LLC | 1.60% | Reduce -13.0% | 26,051 | $4.8M |
| Hegarty Advisors, LLC | 3.71% | Add +57.9% | 25,561 | $4.7M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -8.2% | 25,525 | $4.7M |
| Cathy Pareto & Associates, Inc. | 3.14% | Reduce -7.9% | 25,410 | $4.7M |
| SilverOak Wealth Management LLC | 0.73% | Reduce -7.5% | 25,127 | $4.6M |
| LifePlan Investment Advisors, Inc. | 1.80% | Reduce -3.6% | 24,899 | $4.6M |
| Advisory Services Network, LLC | 0.06% | Add +3.5% | 24,837 | $4.6M |
| Mustard Seed Financial, LLC | 2.71% | Add +1.4% | 24,508 | $4.5M |
| LPWM LLC | 1.14% | Reduce -2.1% | 24,434 | $4.5M |
| CX Institutional | 0.14% | Reduce -49.0% | 24,403 | $4.5M |
| Causey Wealth LLC | 1.90% | Reduce -18.0% | 24,295 | $4.5M |
| Brighton Jones LLC | 0.10% | New | 24,078 | $4.4M |
| Sigma Planning Corp | 0.12% | Add +26.9% | 23,882 | $4.4M |
| Institute for Wealth Management, LLC. | 0.47% | Reduce -0.1% | 23,837 | $4.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.8% | 23,637 | $4.4M |
| NovaPoint Capital, LLC | 1.09% | Reduce -0.8% | 23,490 | $4.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.2% | 23,440 | $4.3M |
| Pinnacle Financial Group, LLC / IL | 1.18% | Add +1.7% | 23,362 | $4.3M |
| Kohmann Bosshard Financial Services, LLC | 0.42% | Add +0.1% | 23,318 | $4.3M |
| Park National Corp. | 0.13% | New | 23,154 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Add +0.1% | 23,149 | $4.3M |
| JNBA Financial Advisors | 0.35% | Reduce -6.6% | 23,002 | $4.2M |
| Mgo One Seven LLC | 0.08% | Reduce -1.2% | 22,825 | $4.2M |
| Tacita Capital Inc | 2.49% | Reduce -4.4% | 22,793 | $4.2M |
| Stillwater Capital Advisors, LLC | 0.47% | Add +4.5% | 22,545 | $4.2M |
| Fee-Only Financial Planning, L.C. | 2.51% | Add +0.0% | 22,527 | $4.2M |
| Verus Capital Partners, LLC | 0.28% | Add +29.7% | 22,310 | $4.1M |
| Savant Capital, LLC | 0.02% | Reduce -3.0% | 22,199 | $4.1M |
| Stokes Family Office, LLC | 0.42% | Add +2.6% | 22,183 | $4.1M |
| Veridan Wealth LLC | 1.54% | Add +1.5% | 22,094 | $4.1M |
| Allstreet Capital Advisors LLC | 3.00% | Reduce -2.5% | 22,045 | $4.1M |
| MSH Capital Advisors LLC | 0.86% | Add +7.9% | 21,993 | $4.1M |
| Brindle & Bay Financial Advisors, LLC | 2.48% | Add +85.6% | 21,945 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | New | 21,901 | $4.0M |
| Sterling Financial Planning, Inc. | 1.19% | Add +5.0% | 21,791 | $4.0M |
| Ascent Group, LLC | 0.14% | Reduce -2.5% | 21,615 | $4.0M |
| Visionary Wealth Advisors | 0.17% | Add +4.4% | 21,454 | $4.0M |
| Kintra Wealth, LLC | 0.28% | New | 21,282 | $3.9M |
| Horizon Investments, LLC | 0.04% | Add +105.5% | 21,256 | $3.9M |
| Gilman Hill Asset Management, LLC | 0.59% | Reduce -4.2% | 21,233 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1.7% | 21,203 | $3.9M |
| KPP Advisory Services LLC | 0.57% | Reduce -45.2% | 21,194 | $3.9M |
| RoundAngle Advisors LLC | 2.91% | Add +1.5% | 21,162 | $3.9M |
| Q3 Asset Management | 0.94% | New | 20,909 | $3.9M |
| Ifrah Financial Services, Inc. | 1.01% | Reduce -2.5% | 20,721 | $3.8M |
| Houlihan Financial Resource Group, Ltd. | 1.49% | No change | 20,690 | $3.8M |
| Stage Harbor Financial, LLC | 2.49% | Reduce -0.2% | 20,400 | $3.8M |
| Culbertson A N & Co. Inc. | 0.48% | Add +9.6% | 20,182 | $3.7M |
| Cary Street Partners Investment Advisory LLC | 0.95% | Add +20.0% | 20,130 | $3.7M |
| Prism Advisors, Inc. | 0.98% | Reduce -0.1% | 19,918 | $3.7M |
| Gateway Wealth Partners, LLC | 0.14% | New | 19,896 | $3.7M |
| TFB Advisors LLC | 1.88% | Reduce -38.2% | 19,469 | $3.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +4.0% | 19,121 | $3.5M |
| Baring Financial LLC | 2.14% | Add +0.3% | 18,961 | $3.5M |
| Cooke Wealth Management, LLC | 3.08% | Add +2.5% | 18,868 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +11.2% | 18,848 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.48% | Add +1.6% | 18,818 | $3.5M |
| Integrity Alliance, Llc. | 0.13% | Add +6.0% | 18,796 | $3.5M |
| Flow Traders U.S. LLC | 0.11% | Add +15.0% | 18,790 | $3.5M |
| Founders Grove Wealth Partners, LLC | 0.79% | Add +2.4% | 18,768 | $3.5M |
| Valley National Advisers Inc. | 0.44% | Add +2.0% | 18,616 | $3.4M |
| Highland Capital Management, LLC | 0.18% | Reduce -64.2% | 18,533 | $3.4M |
| Insigneo Advisory Services, LLC | 0.24% | No change | 18,000 | $3.3M |
| Vise Technologies, Inc. | 0.06% | No change | 18,563 | $3.3M |
| AIMZ Investment Advisors, LLC | 1.02% | Reduce -3.8% | 17,837 | $3.3M |
| Strategic Wealth Advisors LLC | 2.63% | Add +0.1% | 17,811 | $3.3M |
| Ellevest, Inc. | 0.45% | Add +2.2% | 17,744 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.58% | Reduce -2.3% | 17,665 | $3.3M |
| Founders Financial Securities LLC | 0.18% | Reduce -2.3% | 17,067 | $3.2M |
| Monetary Solutions, Ltd | 3.12% | Add +0.4% | 17,513 | $3.2M |
| Wedmont Private Capital | 0.10% | Reduce -4.3% | 16,783 | $3.2M |
| Cascade Financial Partners, LLC | 0.33% | Reduce -1.5% | 17,157 | $3.2M |
| Envision Financial LLC | 1.70% | Reduce -15.9% | 17,147 | $3.2M |
| GC Wealth Management RIA, LLC | 0.13% | Reduce -0.4% | 17,116 | $3.2M |
| Blueline Advisors LLC | 2.42% | Add +10269.9% | 16,903 | $3.1M |
| Werba Rubin Papier Wealth Management | 0.43% | Add +3.4% | 16,811 | $3.1M |
| Composition Wealth, LLC | 0.04% | Add +0.6% | 16,765 | $3.1M |
| WealthShield Partners, LLC | 0.34% | Reduce -1.3% | 16,770 | $3.1M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +17.4% | 16,374 | $3.0M |
| Avant Capital LLC | 2.11% | Reduce -5.2% | 16,298 | $3.0M |
| Northern Lights Advisors, Inc. | 2.02% | Reduce -0.4% | 16,200 | $3.0M |
| Tritonpoint Wealth, LLC | 0.32% | Add +0.1% | 16,051 | $3.0M |
| rebel Financial LLC | 1.28% | Reduce -3.5% | 16,027 | $3.0M |
| CBIZ Investment Advisory Services, LLC | 0.11% | No change | 16,027 | $3.0M |
| Capital Analysts, LLC | 0.08% | Add +67.5% | 15,950 | $2.9M |
| Renaissance Technologies | 0.00% | Add +14.4% | 15,900 | $2.9M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +5.3% | 15,866 | $2.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -6.7% | 15,876 | $2.9M |
| Kingsview Wealth Management, LLC | 0.04% | Add +14.9% | 15,730 | $2.9M |
| Washington Trust Advisors, Inc. | 0.23% | Reduce -0.1% | 15,702 | $2.9M |
| Lionshead Wealth Management, LLC | 2.12% | Add +0.5% | 15,597 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +47.5% | 15,583 | $2.9M |
| Signet Financial Management, LLC | 0.32% | Reduce -3.3% | 15,558 | $2.9M |
| Bank of Hawaii | 0.15% | Reduce -3.7% | 15,483 | $2.9M |
| Sound Income Strategies, LLC | 0.14% | Add +20.1% | 15,393 | $2.8M |
| Brookstone Capital Management | 0.03% | Reduce -2.9% | 15,357 | $2.8M |
| Sagace Wealth Management LLC | 1.88% | Reduce -2.0% | 15,037 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +197.6% | 14,771 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Add +8.9% | 14,454 | $2.7M |
| Wealth Preservation Advisors, LLC | 2.21% | Add +3.4% | 14,424 | $2.7M |
| NewEdge Wealth, LLC | 0.03% | Add +20.5% | 14,159 | $2.6M |
| 180 Wealth Advisors, LLC | 0.29% | Reduce -1.0% | 13,999 | $2.6M |
| Meridian Wealth Management, LLC | 0.09% | Add +19.9% | 14,008 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +5.9% | 13,977 | $2.6M |
| Valley Wealth Managers, Inc. | 0.17% | Reduce -5.3% | 13,924 | $2.6M |
| Cooksen Wealth, LLC | 1.86% | Reduce -7.1% | 13,883 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -4.9% | 13,854 | $2.6M |
| General American Investors Co. Inc. | 0.17% | No change | 13,700 | $2.5M |
| AMG National Trust Bank | 0.05% | Add +15.6% | 13,675 | $2.5M |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -3.6% | 13,476 | $2.5M |
| Leading Edge Financial Planning LLC | 0.51% | Add +26.7% | 13,260 | $2.4M |
| Gotham Asset Management | 0.01% | Add +142.7% | 13,235 | $2.4M |
| Talon Private Wealth, LLC | 0.32% | — | 13,183 | $2.4M |
| Empirical Finance, LLC | 0.11% | New | 13,181 | $2.4M |
| Checchi Capital Advisers, LLC | 0.17% | Reduce -16.8% | 13,039 | $2.4M |
| Elite Financial, Inc. | 1.06% | Add +5.8% | 12,816 | $2.4M |
| RMR Capital Management, LLC | 1.70% | Add +11.9% | 12,798 | $2.4M |
| Grove Bank & Trust | 0.26% | Reduce -22.1% | 12,675 | $2.3M |
| Financial Guidance Group, Inc. | 0.92% | Reduce -8.7% | 12,415 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +9.9% | 12,342 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Add +14.7% | 12,316 | $2.3M |
| Net Worth Advisory Group | 0.47% | Add +6.3% | 12,315 | $2.3M |
| Fortitude Family Office, LLC | 0.51% | No change | 12,300 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +497.6% | 12,257 | $2.3M |
| Wealth Alliance, LLC | 0.22% | Reduce -10.4% | 12,167 | $2.2M |
| Michels Family Financial, LLC | 1.61% | Add +1.1% | 12,132 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -20.0% | 12,132 | $2.2M |
| Paragon Capital Management Ltd | 0.47% | Add +0.5% | 12,002 | $2.2M |
| Financial Management Professionals, Inc. | 0.25% | New | 11,994 | $2.2M |
| Granite FO LLC | 1.31% | Reduce -3.8% | 11,985 | $2.2M |
| Pathway Financial Advisors LLC | 0.27% | No change | 11,864 | $2.2M |
| Silver Lake Advisory, LLC | 0.87% | New | 11,924 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Reduce -4.0% | 11,880 | $2.2M |
| Marin Bay Wealth Advisors, LLC | 1.31% | Reduce -1.5% | 11,812 | $2.2M |
| Howe & Rusling Inc. | 0.14% | Add +17.6% | 11,686 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -9.1% | 11,514 | $2.1M |
| Index Fund Advisors, Inc. | 0.09% | Add +0.6% | 11,434 | $2.1M |
| Waystone Advisors LLC | 1.88% | Reduce -5.3% | 11,389 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -9.8% | 11,310 | $2.1M |
| Simmons Bank | 0.14% | Reduce -3.6% | 11,211 | $2.1M |
| Willis Johnson & Associates, Inc. | 0.12% | Reduce -19.0% | 11,181 | $2.1M |
| Jacobs Equity LLC | 1.84% | Add +3.8% | 10,612 | $2.1M |
| Wellington Management Group LLP | 0.00% | No change | 11,112 | $2.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.30% | Add +5.0% | 11,097 | $2.0M |
| Centennial Advisors, LLC | 2.57% | Add +13.2% | 10,979 | $2.0M |
| Ballentine Partners, LLC | 0.03% | Add +0.9% | 10,950 | $2.0M |
| Petix & Botte Co | 0.90% | Reduce -51.2% | 10,874 | $2.0M |
| Roof Eidam Maycock Peralta, LLC | 0.46% | Add +1.0% | 10,801 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Add +13.9% | 10,697 | $2.0M |
| Regions Financial Corp. | 0.01% | Add +22.6% | 10,669 | $2.0M |
| Zhang Financial LLC | 0.07% | Reduce -12.8% | 10,640 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.6% | 10,622 | $2.0M |
| MTM Financial Group, LLC | 0.91% | Reduce -2.9% | 10,542 | $1.9M |
| Prelude Capital Management, LLC | 0.15% | No change | 10,500 | $1.9M |
| Maimon Wealth Management LTD. | 1.69% | Reduce -0.1% | 10,625 | $1.9M |
| Argent Trust Co | 0.07% | Add +5.9% | 10,455 | $1.9M |
| Vanguard Advisers Inc. | 0.01% | — | 10,416 | $1.9M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -1.1% | 10,170 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -11.7% | 10,161 | $1.9M |
| Center For Asset Management LLC | 0.92% | Reduce -6.6% | 10,091 | $1.9M |
| Joel Isaacson & Co., LLC | 0.06% | Add +2.3% | 10,066 | $1.9M |
| Savvy Advisors, Inc. | 0.05% | Add +53.3% | 10,039 | $1.8M |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -0.0% | 10,027 | $1.8M |
| Phillips Financial Management, LLC | 0.13% | No change | 9,942 | $1.8M |
| Victory Financial Group, LLC | 0.22% | Reduce -4.1% | 9,869 | $1.8M |
| Buttonwood Financial Advisors Inc. | 0.61% | Add +18.6% | 9,817 | $1.8M |
| Insight Advisors, LLC/ PA | 0.34% | Reduce -0.9% | 9,785 | $1.8M |
| Well Done, LLC | 0.26% | Add +0.7% | 9,769 | $1.8M |
| HBK Sorce Advisory LLC | 0.04% | Add +2.8% | 9,387 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -59.5% | 9,667 | $1.8M |
| BKM Wealth Management, LLC | 0.65% | Add +5.8% | 9,627 | $1.8M |
| Cardiff Park Advisors, LLC | 0.14% | Add +0.5% | 9,566 | $1.8M |
| Indivisible Partners | 0.16% | Add +0.5% | 9,552 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -7.1% | 9,508 | $1.8M |
| Brand Asset Management Group, Inc. | 0.45% | Add +396.6% | 9,326 | $1.7M |
| Ironsides Asset Advisors, LLC | 0.43% | Add +0.0% | 9,275 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Reduce -6.5% | 9,190 | $1.7M |
| Wolff Financial Management LLC | 0.37% | Reduce -0.2% | 9,128 | $1.7M |
| Ironwood Financial, llc | 0.29% | Add +3.5% | 9,123 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Add +4.4% | 9,106 | $1.7M |
| Moneco Advisors, LLC | 0.13% | Add +1.7% | 9,056 | $1.7M |
| Mainstream Capital Management LLC | 1.12% | Reduce -0.9% | 9,041 | $1.7M |
| Ieq Capital, LLC | 0.01% | Reduce -42.0% | 8,972 | $1.7M |
| Gibraltar Capital Management, Inc. | 0.28% | Reduce -0.3% | 8,969 | $1.7M |
| SC&H Financial Advisors, Inc. | 0.25% | Add +0.1% | 8,936 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.9% | 8,931 | $1.6M |
| Pacific Sun Financial Corp | 0.79% | Reduce -0.2% | 8,865 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -4.3% | 8,756 | $1.6M |
| Parsons Capital Management Inc. | 0.07% | Add +7.5% | 8,727 | $1.6M |
| Csenge Advisory Group | 0.07% | Add +0.1% | 8,674 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.5% | 8,670 | $1.6M |
| Clear Creek Financial Management, LLC | 0.12% | Add +1.5% | 8,668 | $1.6M |
| MJT & Associates Financial Advisory Group, Inc. | 1.17% | No change | 8,628 | $1.6M |
| Genesis Financial Group, LLC | 1.06% | Add +2.6% | 8,600 | $1.6M |
| Arwa LLC | 0.78% | Reduce -1.6% | 8,294 | $1.6M |
| Novak & Powell Financial Services, Inc. | 0.85% | Add +16.6% | 7,835 | $1.6M |
| Columbia Advisory Partners LLC | 1.00% | Reduce -75.3% | 8,502 | $1.6M |
| Marino, Stram & Associates LLC | 0.28% | Add +2.2% | 8,482 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -31.9% | 8,313 | $1.5M |
| Equity Wealth Partners, LLC | 0.99% | Reduce -1.2% | 8,331 | $1.5M |
| Nikulski Financial, Inc. | 0.38% | Add +15.3% | 8,308 | $1.5M |
| Nwam LLC | 0.09% | Reduce -0.7% | 8,296 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +181.8% | 8,277 | $1.5M |
| MidAtlantic Capital Management, Inc. | 1.05% | Reduce -0.1% | 8,251 | $1.5M |
| Mather Group, Llc. | 0.01% | Reduce -19.5% | 8,169 | $1.5M |
| Intergy Private Wealth, LLC | 0.44% | Add +1.6% | 8,143 | $1.5M |
| Choate Investment Advisors | 0.03% | Reduce -8.0% | 8,087 | $1.5M |
| Brooklyn Investment Group | 0.05% | Add +35.4% | 8,062 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 8,060 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -23.9% | 8,035 | $1.5M |
| Three Arch Wealth Management LLC | 0.27% | No change | 8,031 | $1.5M |
| Bristlecone Value Partners, LLC | 1.30% | New | 8,019 | $1.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.32% | No change | 7,974 | $1.5M |
| Seeds Investor LLC | 0.20% | Reduce -9.3% | 7,706 | $1.5M |
| East Coast Asset Management, LLC. | 0.48% | Add +0.0% | 7,902 | $1.5M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -0.9% | 7,859 | $1.4M |
| Acropolis Investment Management, LLC | 0.06% | Add +0.3% | 7,832 | $1.4M |
| One Capital Management, LLC | 0.04% | Add +80.8% | 7,810 | $1.4M |
| 1834 Investment Advisors Co. | 0.18% | Add +1.1% | 7,809 | $1.4M |
| Junk Investment Group, LLC | 0.75% | — | 7,769 | $1.4M |
| Empowered Funds, LLC | 0.01% | New | 7,719 | $1.4M |
| Revolve Wealth Partners, LLC | 0.18% | Reduce -4.5% | 7,694 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +15.7% | 7,601 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -12.5% | 7,478 | $1.4M |
| GHP Investment Advisors, Inc. | 0.06% | Add +7.5% | 7,477 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Add +3.1% | 7,474 | $1.4M |
| Evergreen Wealth Management, LLC | 0.71% | Add +0.1% | 7,449 | $1.4M |
| Sendero Wealth Management, LLC | 0.15% | Reduce -19.6% | 7,445 | $1.4M |
| Oakworth Capital, Inc. | 0.07% | Reduce -0.8% | 7,224 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | Add +305.1% | 7,198 | $1.3M |
| CJM Wealth Advisers, Ltd. | 0.40% | Reduce -5.7% | 7,195 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Reduce -2.8% | 7,189 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +11.4% | 7,187 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +1.1% | 7,122 | $1.3M |
| Kapstone Financial Advisors LLC | 0.64% | New | 7,082 | $1.3M |
| Spreng Capital Management, Inc. | 0.61% | Add +58.9% | 7,071 | $1.3M |
| Chemistry Wealth Management LLC | 0.23% | No change | 7,068 | $1.3M |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -5.4% | 7,019 | $1.3M |
| Warner Financial, Inc. | 0.44% | Add +11.1% | 7,008 | $1.3M |
| Noble Family Wealth, LLC | 0.27% | Add +32.5% | 6,995 | $1.3M |
| Planning Directions Inc. | 0.65% | Reduce -2.8% | 6,922 | $1.3M |
| Maridea Wealth Management LLC | 0.19% | Reduce -4.9% | 6,914 | $1.3M |
| Friday Financial | 0.44% | Add +3.9% | 6,910 | $1.3M |
| Callan Family Office, LLC | 0.03% | No change | 6,878 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.81% | Add +1.3% | 6,807 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.8% | 6,770 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Reduce -0.3% | 6,626 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -36.9% | 6,623 | $1.2M |
| Summit Financial Strategies, Inc. | 0.10% | Add +27.3% | 6,623 | $1.2M |
| Squire Investment Management Company, LLC | 0.34% | Add +6.0% | 6,615 | $1.2M |
| DeLarme Wealth Management, Inc. | 0.79% | Add +2.2% | 6,614 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Add +10.7% | 6,590 | $1.2M |
| Three Bridge Wealth Advisors, LLC | 0.33% | Add +4.9% | 6,515 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 6,451 | $1.2M |
| American Trust | 0.11% | Add +2.1% | 6,499 | $1.2M |
| Entelevest, LLC | 1.22% | Add +17.4% | 6,447 | $1.2M |
| Magnus Financial Group LLC | 0.10% | Add +4.0% | 6,418 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -3.9% | 6,308 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Add +0.3% | 6,290 | $1.2M |
| Guidance Point Advisors, LLC | 0.28% | No change | 6,276 | $1.2M |
| Smithfield Trust Co | 0.05% | Add +0.9% | 6,258 | $1.2M |
| Spectrum Investment Advisors, Inc. | 0.57% | Add +7.1% | 6,248 | $1.2M |
| Graetz Wealth LLC | 1.03% | Add +209.2% | 6,239 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +1.3% | 6,187 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -43.2% | 6,179 | $1.1M |
| Narus Financial Partners, LLC | 0.30% | Add +69.1% | 6,170 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +24.4% | 6,118 | $1.1M |
| Asset One Wealth Management LLC | 0.12% | Add +1.0% | 5,812 | $1.1M |
| Rockingstone Advisors LLC | 0.51% | Add +1.7% | 6,060 | $1.1M |
| Opinicus Capital, Inc. | 0.78% | Reduce -0.7% | 6,031 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -3.0% | 5,966 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +35.0% | 5,963 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Add +59.0% | 5,958 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | Add +7.9% | 5,949 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 5,945 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -1.4% | 5,937 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +0.3% | 5,891 | $1.1M |
| City Holding Co. | 0.13% | Reduce -3.2% | 5,856 | $1.1M |
| Synergy Asset Management, LLC | 0.11% | Add +22.4% | 5,841 | $1.1M |
| St. Louis Trust Co | 0.13% | Reduce -11.4% | 5,835 | $1.1M |
| Financial Symmetry Inc | 0.38% | Add +1.0% | 5,470 | $1.1M |
| DDFG, Inc | 0.23% | Reduce -0.9% | 5,770 | $1.1M |
| Ibex Wealth Advisors | 0.10% | New | 5,729 | $1.1M |
| Bishop & Co Investment Management, LLC | 0.36% | Reduce -23.2% | 5,721 | $1.1M |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +40.7% | 5,702 | $1.1M |
| Horizon Bancorp Inc. | 0.51% | Reduce -7.9% | 5,697 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +6.1% | 5,831 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.03% | Add +3.3% | 5,605 | $1.0M |
| FC Advisory LLC | 0.30% | Add +0.9% | 5,595 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Add +45.6% | 5,555 | $1.0M |
| M&T Bank Corp | 0.00% | Add +209.9% | 5,541 | $1.0M |
| Willner & Heller, LLC | 0.75% | Reduce -3.7% | 5,476 | $1.0M |
| O'ROURKE & COMPANY, Inc | 0.40% | Reduce -2.0% | 5,473 | $1.0M |
| Napier Financial, LLC | 0.23% | New | 5,470 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.3% | 5,469 | $1.0M |
| Citadel Advisors | 0.00% | Add +175.8% | 5,460 | $1.0M |
| Members Wealth LLC | 0.60% | Reduce -5.9% | 5,233 | $1.0M |
| Astra Wealth Partners LLC | 0.63% | Reduce -0.7% | 5,431 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.09% | Reduce -2.3% | 5,417 | $998K |
| Retirement Financial Solutions, LLC | 0.28% | Add +0.5% | 5,387 | $993K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +88.5% | 5,380 | $991K |
| Lam Group, Inc. | 0.53% | No change | 5,275 | $972K |
| First National Bank of Omaha | 0.03% | Reduce -17.7% | 5,318 | $965K |
| XY Planning Network, Inc. | 0.15% | Add +0.8% | 5,123 | $946K |
| Ancora Advisors LLC | 0.02% | Reduce -1.7% | 5,133 | $946K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.3% | 5,130 | $945K |
| Wellspring Financial Advisors, LLC | 0.07% | Reduce -0.1% | 784,107 | $943K |
| Pinnacle Bancorp, Inc. | 0.28% | Add +3.8% | 5,088 | $938K |
| Leo Wealth, LLC | 0.07% | Add +1.4% | 5,081 | $936K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 4,898 | $903K |
| Glass Jacobson Investment Advisors llc | 0.31% | Add +1.6% | 4,898 | $903K |
| North Star Investment Management Corp. | 0.05% | Add +0.2% | 4,888 | $901K |
| Wingate Wealth Advisors, Inc. | 0.48% | Add +1.7% | 4,859 | $895K |
| Wiregrass Investment Management LLC | 0.74% | No change | 4,835 | $891K |
| LightSquare Wealth Management, LLC | 0.67% | — | 4,826 | $889K |
| Legacy Financial Group LLC | 0.11% | Add +0.0% | 4,808 | $886K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -3.5% | 4,798 | $884K |
| Belpointe Asset Management LLC | 0.03% | Reduce -24.3% | 4,798 | $884K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -1.5% | 4,791 | $883K |
| Bluespring Wealth Management, LLC | 0.08% | No change | 4,785 | $882K |
| Clearstead Advisors, LLC | 0.01% | No change | 4,755 | $876K |
| Schwallier Wealth Management LLC | 0.64% | Reduce -0.4% | 4,721 | $870K |
| Chapin Davis, Inc. | 0.19% | Add +0.0% | 4,707 | $867K |
| Hexagon Capital Partners LLC | 0.13% | New | 4,697 | $866K |
| Richard P Slaughter Associates Inc | 0.19% | Reduce -8.3% | 4,688 | $864K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -41.0% | 4,655 | $858K |
| HF Advisory Group, LLC | 0.29% | Reduce -7.1% | 4,636 | $854K |
| Nalls Sherbakoff Group, LLC | 0.63% | Reduce -17.6% | 4,612 | $850K |
| McClarren Financial Advisors, Inc. | 0.50% | Add +111.0% | 4,590 | $846K |
| Berkeley, Inc | 0.28% | Reduce -5.7% | 4,547 | $838K |
| Becker Capital Management Inc. | 0.02% | Reduce -3.3% | 4,523 | $834K |
| Colonial Trust Co / SC | 0.11% | Reduce -2.3% | 4,518 | $833K |
| Caprock Group, LLC | 0.02% | Reduce -17.6% | 4,500 | $829K |
| Parcion Private Wealth LLC | 0.05% | New | 4,473 | $824K |
| Founders Financial Alliance, LLC | 0.15% | Reduce -5.6% | 4,436 | $817K |
| Calamos Wealth Management LLC | 0.03% | Reduce -2.3% | 4,412 | $813K |
| Calamos Advisors LLC | 0.00% | New | 4,412 | $813K |
| Financial Alternatives, Inc | 0.44% | No change | 4,402 | $811K |
| Independent Advisor Alliance | 0.01% | New | 4,326 | $797K |
| Uptick Partners, LLC | 0.16% | Reduce -8.6% | 4,279 | $789K |
| MorganRosel Wealth Management, LLC | 0.31% | Reduce -13.2% | 4,267 | $786K |
| BLB&B Advisors, LLC | 0.03% | Add +12.1% | 4,246 | $782K |
| Meridian Financial Advisors, LLC | 0.43% | Reduce -1.8% | 4,226 | $779K |
| Centaurus Financial, Inc. | 0.04% | Add +8.4% | 4,214 | $777K |
| Atlas Brown,Inc. | 0.23% | Reduce -0.9% | 4,215 | $777K |
| Crux Wealth Advisors | 0.30% | Add +0.5% | 4,178 | $770K |
| United Advisor Group, LLC | 0.10% | Reduce -1.6% | 4,178 | $770K |
| Pension & Wealth Management Advisors, Inc. | 0.23% | Add +0.1% | 4,153 | $766K |
| Pacific Excel Wealth Advisors, Inc. | 0.80% | Add +60.6% | 4,150 | $765K |
| Empower Advisory Group, LLC | 0.00% | Reduce -18.7% | 4,150 | $765K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +2.1% | 4,134 | $762K |
| Baker Ellis Asset Management LLC | 0.09% | Add +5.8% | 4,125 | $760K |
| OneAscent Financial Services LLC | 0.04% | Add +108.7% | 4,089 | $754K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 4,071 | $750K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.9% | 4,039 | $744K |
| Creekside Partners | 0.31% | Add +0.1% | 4,027 | $742K |
| Next Level Private LLC | 0.17% | Reduce -29.6% | 4,024 | $741K |
| Autumn Glory Partners, LLC | 0.27% | No change | 4,001 | $737K |
| Strategic Financial Partners, Ltd. | 0.32% | Reduce -4.9% | 3,977 | $733K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -0.2% | 3,977 | $733K |
| Curi Capital, LLC | 0.01% | Add +20.8% | 3,959 | $730K |
| PFG Investments, LLC | 0.03% | Add +9.5% | 3,938 | $726K |
| Cambridge Financial Group, LLC | 0.25% | Reduce -22.4% | 3,937 | $725K |
| Manchester Capital Management LLC | 0.10% | Reduce -5.2% | 3,907 | $720K |
| Trivium Point Advisory, LLC | 0.13% | Reduce -6.6% | 3,888 | $716K |
| Investmark Advisory Group LLC | 0.31% | Reduce -0.1% | 3,886 | $716K |
| Aspiriant, LLC | 0.02% | No change | 3,849 | $709K |
| Signal Advisors Wealth, LLC | 0.05% | Add +144.4% | 3,795 | $699K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.4% | 3,772 | $695K |
| Amara Financial, Llc. | 0.48% | Add +0.6% | 3,753 | $692K |
| FDx Advisors, Inc. | 0.22% | Add +0.5% | 3,750 | $691K |
| Keyvantage Wealth, LLC | 0.30% | Reduce -3.2% | 3,746 | $690K |
| McNamara Financial Services, Inc. | 0.13% | Reduce -1.2% | 3,731 | $688K |
| Continuum Advisory, LLC | 0.07% | Add +22.0% | 3,727 | $687K |
| Facet Wealth, Inc. | 0.01% | Add +30.8% | 3,724 | $686K |
| Kendall Capital Management | 0.14% | Reduce -19.6% | 3,720 | $686K |
| Pasadena Private Wealth, LLC | 0.10% | Reduce -1.4% | 3,715 | $685K |
| Truepoint, Inc. | 0.02% | Reduce -0.3% | 3,706 | $683K |
| Key Financial Inc | 0.12% | No change | 3,704 | $683K |
| RFG Advisory, LLC | 0.01% | Reduce -16.3% | 3,696 | $681K |
| Texas Bank & Trust Co | 0.25% | Reduce -20.0% | 3,671 | $676K |
| Richmond Investment Services, LLC | 0.11% | No change | 3,663 | $675K |
| Vanguard National Trust Co | 0.04% | — | 3,659 | $674K |
| Sherman Wealth Management LLC | 0.58% | Reduce -0.7% | 3,658 | $674K |
| William Mack & Associates, Inc. | 0.38% | Reduce -26.7% | 3,646 | $672K |
| Yarger Wealth Strategies, LLC | 0.27% | Reduce -3.9% | 3,618 | $667K |
| Busey Bank | 0.02% | Reduce -11.2% | 3,574 | $659K |
| HighPoint Advisor Group LLC | 0.03% | Add +8.0% | 3,570 | $658K |
| WP Advisors, LLC | 0.17% | Add +0.4% | 3,559 | $656K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +3.7% | 3,556 | $655K |
| Wesbanco Bank Inc. | 0.02% | Add +7.3% | 3,549 | $654K |
| Summit Wealth Group LLC / Co. | 0.07% | Add +37.9% | 3,547 | $654K |
| Silverlake Wealth Management LLC | 0.14% | Add +18.2% | 3,547 | $654K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.2% | 3,535 | $651K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -0.9% | 3,533 | $651K |
| Independent Wealth Advisors LLC | 0.64% | No change | 3,527 | $650K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,514 | $648K |
| Elm Partners Management LLC | 0.03% | Reduce -0.8% | 3,556 | $645K |
| Dakota Wealth Management | 0.01% | Reduce -44.0% | 3,484 | $642K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.5% | 3,481 | $642K |
| Integrated Capital Management, LLC | 0.27% | Reduce -81.9% | 3,477 | $641K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +42.4% | 3,464 | $638K |
| Compound Planning, Inc. | 0.02% | Add +2.1% | 3,464 | $638K |
| SVRN Asset Management, LLC | 0.62% | Reduce -13.1% | 3,460 | $638K |
| Zions Bancorporation, National Association | 0.04% | Reduce -2.1% | 3,459 | $637K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 3,459 | $637K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.0% | 3,457 | $637K |
| S.A. Mason LLC | 0.24% | No change | 3,444 | $635K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Add +21.1% | 3,443 | $634K |
| Copia Wealth Management | 0.44% | Reduce -9.4% | 3,440 | $634K |
| Inspire Advisors, LLC | 0.05% | Add +14.9% | 3,439 | $634K |
| Lauterbach Financial Advisors, LLC | 0.31% | Reduce -2.9% | 3,438 | $634K |
| Traveka Wealth, LLC | 0.24% | Reduce -5.0% | 3,422 | $631K |
| Directional Asset Management | 0.58% | Reduce -20.1% | 3,416 | $630K |
| ERn Financial, LLC | 0.12% | Reduce -3.3% | 3,414 | $629K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -2.1% | 3,411 | $629K |
| Root Financial Partners, LLC | 0.03% | Reduce -1.2% | 3,404 | $627K |
| Ocean Park Asset Management, LLC | 0.04% | Reduce -12.3% | 3,377 | $622K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -13.0% | 3,377 | $622K |
| Croban | 0.29% | Reduce -3.7% | 3,361 | $619K |
| Merited Wealth, LLC | 0.51% | Reduce -4.9% | 3,349 | $617K |
| Private Client Services, LLC | 0.18% | Reduce -0.4% | 3,345 | $616K |
| Stirlingshire Investments, Inc. | 0.54% | Add +182.7% | 3,341 | $616K |
| One Day In July LLC | 0.05% | Add +1.0% | 3,338 | $615K |
| Integral Investment Advisors, Inc. | 0.15% | Add +23.9% | 3,315 | $611K |
| Fiduciary Financial Group, LLC | 0.08% | Add +0.4% | 3,286 | $606K |
| First Trust Advisors LP | 0.00% | Reduce -15.3% | 3,265 | $602K |
| C M Bidwell & Associates Ltd. | 0.28% | Reduce -2.8% | 3,259 | $601K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | No change | 3,242 | $597K |
| Fairscale Capital, LLC | 0.41% | Add +0.0% | 3,230 | $595K |
| Asempa Wealth Advisors | 0.52% | Add +0.4% | 3,213 | $593K |
| Archer Investment Corp | 0.13% | Add +0.1% | 3,214 | $592K |
| Principle Wealth Partners LLC | 0.03% | No change | 3,212 | $592K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -8.5% | 3,209 | $591K |
| Pinion Investment Advisors, LLC | 0.14% | Reduce -2.6% | 3,158 | $582K |
| Collaborative Wealth Managment Inc. | 0.27% | Reduce -51.7% | 3,149 | $580K |
| Clark Asset Management, LLC | 0.05% | Reduce -66.8% | 3,118 | $575K |
| Topel & Distasi Wealth Management, LLC | 0.30% | No change | 3,107 | $573K |
| Argent Advisors, Inc. | 0.16% | No change | 3,100 | $571K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -0.2% | 3,088 | $569K |
| Murphy Pohlad Asset Management LLC | 0.20% | Add +58.4% | 3,086 | $569K |
| Modern Wealth Management, LLC | 0.01% | Add +3.5% | 3,075 | $568K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,950 | $566K |
| Lanark Financial, Inc. | 0.04% | Add +927.2% | 3,061 | $564K |
| VSM Wealth Advisory, LLC | 0.17% | Add +21.5% | 3,046 | $561K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +18.0% | 3,036 | $559K |
| Rollins Financial Advisors, LLC | 0.09% | Add +3.2% | 3,033 | $559K |
| Grantvest Financial Group LLC | 0.36% | Add +1.4% | 3,029 | $558K |
| Aviso Wealth Management | 0.25% | Reduce -2.5% | 3,025 | $557K |
| Jane Street Group, LLC | 0.00% | Reduce -25.9% | 3,024 | $557K |
| Curated Wealth Partners LLC | 0.07% | Add +0.0% | 3,016 | $556K |
| QTR Family Wealth, LLC | 0.23% | Reduce -0.6% | 2,915 | $556K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.7% | 3,015 | $556K |
| American Money Management, LLC | 0.09% | Reduce -1.0% | 3,010 | $555K |
| First Bancorp, Inc | 0.27% | No change | 3,000 | $553K |
| Keybank National Association | 0.00% | Add +8.2% | 2,994 | $552K |
| NorthRock Partners, LLC | 0.01% | Add +7.8% | 2,968 | $547K |
| Richards, Merrill & Peterson, Inc. | 0.20% | Reduce -1.7% | 2,957 | $545K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Reduce -0.4% | 2,944 | $542K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -0.8% | 2,943 | $542K |
| Old North State Wealth Management, LLC | 0.25% | Add +2.8% | 2,927 | $541K |
| Courier Capital LLC | 0.03% | Add +7.6% | 2,930 | $540K |
| Tactive Advisors, LLC | 0.15% | Reduce -7.0% | 2,913 | $537K |
| Yoder Wealth Management, Inc. | 0.24% | No change | 2,907 | $536K |
| Diversified Enterprises, LLC | 0.03% | Add +1.4% | 2,900 | $534K |
| Linscomb Wealth, Inc. | 0.02% | New | 2,895 | $533K |
| Advisors Capital Management, LLC | 0.01% | Add +24.4% | 2,887 | $532K |
| Winebrenner Capital Management LLC | 0.34% | Reduce -8.6% | 2,881 | $531K |
| Everest Financial Group LLC | 0.09% | Add +76.4% | 2,876 | $530K |
| Kelsey Financial, LLC | 0.46% | Reduce -4.9% | 2,876 | $530K |
| Brooklyn FI, LLC | 0.11% | No change | 2,867 | $528K |
| Baldwin Investment Management, LLC | 0.06% | Add +0.5% | 2,847 | $525K |
| BCS Wealth Management | 0.11% | Reduce -50.0% | 2,830 | $522K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.4% | 2,824 | $520K |
| Fulton Bank, N.A. | 0.02% | No change | 2,824 | $520K |
| Brady Martz Wealth Solutions, LLC | 0.09% | Add +10.8% | 2,819 | $519K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.2% | 2,816 | $519K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +1.7% | 2,813 | $518K |
| MOR Wealth Management, LLC | 0.24% | No change | 2,800 | $516K |
| Private Trust Co. NA | 0.05% | Reduce -4.3% | 2,771 | $511K |
| Capital Squared Financial LLC | 0.39% | Add +10.1% | 2,767 | $510K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 2,761 | $509K |
| Tme Financial, Inc. | 0.35% | Reduce -4.9% | 2,751 | $507K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -0.3% | 2,722 | $502K |
| PFG Advisors | 0.02% | Add +2.3% | 2,704 | $498K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -4.9% | 2,702 | $498K |
| Harpswell Capital Advisors, LLC | 0.37% | No change | 2,700 | $498K |
| Investments & Financial Planning, LLC | 0.27% | Reduce -0.7% | 2,664 | $491K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -15.8% | 2,664 | $491K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.2% | 2,660 | $490K |
| Tudor Investment Corporation | 0.00% | New | 2,658 | $490K |
| Signaturefd, LLC | 0.01% | Add +1.1% | 2,644 | $487K |
| Quad-Cities Investment Group, LLC | 0.19% | Reduce -2.2% | 2,641 | $487K |
| Essex Bank | 0.11% | No change | 2,630 | $485K |
| Compass Capital Corp. /Ma/ | 0.17% | No change | 2,531 | $484K |
| Canandaigua National Corp. | 0.04% | — | 2,621 | $483K |
| Financial Freedom, LLC | 0.24% | Add +0.3% | 2,610 | $481K |
| Christine Messmer PC | 0.31% | Add +0.5% | 2,609 | $481K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 2,588 | $477K |
| Capital Asset Managemnet, LLC | 0.53% | No change | 2,571 | $474K |
| Clarity Capital Advisors, LLC | 0.22% | Add +1.8% | 2,557 | $471K |
| Sterling Investment Counsel, LLC | 0.13% | Add +17.6% | 2,536 | $467K |
| Revisor Wealth Management LLC | 0.13% | Add +17.2% | 2,522 | $465K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 2,515 | $463K |
| Range Advisory, LLC | 0.09% | Add +14.3% | 2,497 | $460K |
| Atlatl Advisers LLC | 0.34% | No change | 2,495 | $460K |
| StoneX Group Inc. | 0.02% | Reduce -34.9% | 2,484 | $460K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 2,494 | $460K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -65.8% | 2,491 | $459K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,470 | $455K |
| Elevation Wealth Partners, LLC | 0.16% | Reduce -3.4% | 2,466 | $454K |
| AlphaCore Capital LLC | 0.01% | Reduce -39.4% | 2,461 | $454K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,451 | $452K |
| Bessemer Group Inc. | 0.00% | Add +13.9% | 2,446 | $451K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | No change | 2,444 | $450K |
| Tyche Wealth Partners LLC | 0.07% | No change | 2,420 | $446K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.0% | 2,418 | $446K |
| Bailard, Inc. | 0.01% | No change | 2,414 | $445K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -32.8% | 2,413 | $445K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -2.5% | 2,412 | $444K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.2% | 2,396 | $441K |
| Beckerman Institutional, LLC | 0.23% | No change | 2,390 | $440K |
| GWN Securities Inc. | 0.08% | Add +1.3% | 2,380 | $439K |
| Breakwater Capital Group | 0.06% | Add +8.0% | 2,371 | $437K |
| Beacon Financial Group | 0.04% | No change | 2,369 | $437K |
| Balboa Wealth Partners | 0.07% | Reduce -4.8% | 2,351 | $433K |
| Blossom Wealth Management | 0.64% | New | 2,339 | $431K |
| CoreCap Advisors, LLC | 0.01% | Add +59.6% | 2,330 | $429K |
| Cerity Partners Retirement Plan Advisors LLC | 0.22% | — | 2,348 | $428K |
| Bank of Marin | 0.31% | Reduce -5.8% | 2,298 | $423K |
| Smith Thornton Advisors LLC | 0.21% | No change | 2,298 | $423K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -72.8% | 2,295 | $423K |
| Crane Advisory, LLC | 0.06% | No change | 2,213 | $422K |
| First Citizens Bank & Trust Co. | 0.01% | Add +6.8% | 2,286 | $421K |
| Legacy Wealth Managment, LLC | 0.21% | Add +25.7% | 2,280 | $420K |
| Note Advisors, LLC | 0.21% | Add +4.5% | 2,274 | $419K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -1.5% | 2,265 | $417K |
| TPG Financial Advisors, LLC | 0.14% | Reduce -14.4% | 2,254 | $415K |
| LMG Wealth Partners, LLC | 0.08% | Add +0.5% | 2,247 | $414K |
| Sonata Capital Group Inc. | 0.15% | Reduce -6.5% | 2,245 | $414K |
| North Capital, Inc. | 0.35% | Add +0.5% | 2,241 | $413K |
| Sapient Capital LLC | 0.01% | Add +10.1% | 2,230 | $411K |
| Forum Private Client Group LLC | 0.14% | No change | 2,227 | $410K |
| Waller Financial Planning Group, Inc. | 0.09% | Reduce -11.9% | 2,217 | $408K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -4.2% | 2,214 | $408K |
| Klingman & Associates, LLC | 0.02% | No change | 2,210 | $407K |
| QRG Capital Management, Inc. | 0.00% | Reduce -14.8% | 2,171 | $400K |
| Compass Capital Management, Inc. | 0.02% | No change | 2,170 | $400K |
| Bridges Investment Management Inc. | 0.01% | Add +9.7% | 2,167 | $399K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 2,167 | $399K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -7.3% | 2,166 | $399K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -9.1% | 2,162 | $399K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -1.1% | 2,164 | $399K |
| Forum Financial Management, LP | 0.01% | Add +1.0% | 2,164 | $399K |
| Eagle Harbor Asset Management Inc. | 0.34% | Add +1.4% | 2,163 | $399K |
| Sierra Capital LLC | 0.04% | Reduce -0.5% | 2,162 | $398K |
| Family Investment Center, Inc. | 0.08% | Reduce -0.6% | 2,159 | $398K |
| MCF Advisors LLC | 0.02% | No change | 2,146 | $395K |
| Destiny Wealth Partners, LLC | 0.04% | Add +0.2% | 2,143 | $395K |
| G2 Capital Management, LLC / Oh | 0.10% | No change | 2,139 | $394K |
| Mosaic Financial Group, LLC | 0.28% | No change | 2,127 | $392K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -7.8% | 2,113 | $389K |
| ARK & TLK Investments, LLC | 0.11% | No change | 2,113 | $389K |
| Wilkerson Advisory Group LLC | 0.13% | Add +0.5% | 2,103 | $388K |
| Cascades Capital Asset Management, LLC | 0.16% | New | 2,100 | $387K |
| Evergreen Wealth Partners LLC | 0.30% | Add +3.6% | 2,100 | $387K |
| Fearless Solutions, LLC dba Best Invest | 0.23% | No change | 2,099 | $387K |
| Whalerock Point Partners, LLC | 0.08% | No change | 2,097 | $386K |
| Wrapmanager Inc. | 0.13% | Reduce -11.7% | 2,094 | $386K |
| Horizon Financial Services, LLC | 0.17% | Add +78.4% | 2,082 | $384K |
| Sage Rhino Capital LLC | 0.07% | Add +4.8% | 2,076 | $383K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -30.9% | 2,052 | $378K |
| HSBC Holdings PLC | 0.00% | No change | 2,052 | $378K |
| Legacy Wealth Partners, LLC | 0.09% | Add +5.0% | 2,045 | $377K |
| Bernicke Wealth Management, Ltd. | 0.05% | New | 2,025 | $373K |
| waypoint wealth counsel | 0.19% | No change | 2,005 | $370K |
| Navis Wealth Advisors, LLC | 0.19% | No change | 2,000 | $369K |
| Embree Financial Group | 0.04% | Add +0.1% | 1,995 | $368K |
| Valeo Financial Advisors, LLC | 0.01% | Add +9.3% | 1,994 | $368K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,992 | $367K |
| West Bancorporation Inc. | 0.18% | No change | 1,991 | $367K |
| Eagle Bay Advisors LLC | 0.32% | Reduce -7.6% | 1,985 | $366K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,979 | $365K |
| Richardson Financial Services Inc. | 0.23% | Reduce -3.4% | 1,973 | $364K |
| Simplicity Wealth,LLC | 0.02% | New | 1,971 | $363K |
| Maseco LLP | 0.01% | Add +0.1% | 1,970 | $363K |
| Retirement Planning Group, LLC | 0.01% | Add +10.6% | 1,969 | $363K |
| Fisher Asset Management | 0.00% | Add +23.2% | 1,964 | $362K |
| Townsend & Associates, Inc | 0.03% | No change | 1,885 | $362K |
| Finward Bancorp | 0.29% | Reduce -2.2% | 1,962 | $362K |
| Plancorp, LLC | 0.01% | No change | 1,906 | $360K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +0.5% | 1,949 | $359K |
| Heritage Wealth Advisors | 0.01% | No change | 1,949 | $359K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -11.3% | 1,943 | $358K |
| Long Island Wealth Management, Inc. | 0.17% | No change | 1,943 | $358K |
| Lowery Thomas, LLC | 0.20% | Add +0.6% | 1,926 | $355K |
| Tower Bridge Advisors | 0.03% | New | 1,925 | $355K |
| LWM Advisors Inc. | 0.31% | Add +0.9% | 1,917 | $353K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,900 | $350K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,899 | $350K |
| Factor Wealth Management LTD | 0.07% | Add +0.4% | 1,898 | $350K |
| Greenspring Advisors, LLC | 0.02% | Reduce -6.0% | 1,897 | $350K |
| Compass Advisory Group LLC | 0.09% | Add +45.6% | 1,885 | $347K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -5.7% | 1,879 | $346K |
| Valmark Advisers, Inc. | 0.00% | Add +2.0% | 1,878 | $346K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -2.0% | 1,876 | $346K |
| Comprehensive Money Management Services LLC | 0.23% | No change | 1,865 | $344K |
| Tsfg, LLC | 0.05% | No change | 1,854 | $342K |
| Deutsche Bank AG | 0.00% | Reduce -9.9% | 1,855 | $342K |
| HTG Investment Advisors, Inc. | 0.10% | No change | 1,850 | $341K |
| BIP Wealth, LLC | 0.01% | Add +2.6% | 1,843 | $340K |
| Atwood & Palmer Inc. | 0.02% | New | 1,831 | $337K |
| Rossmore Private Capital | 0.03% | No change | 1,829 | $337K |
| Creative Financial Designs Inc. | 0.02% | Add +36.6% | 1,827 | $337K |
| Verum Partners LLC | 0.06% | No change | 1,825 | $336K |
| LongView Wealth Management | 0.08% | Reduce -24.7% | 1,751 | $334K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,786 | $329K |
| Guidance Capital, Inc. | 0.07% | New | 1,687 | $327K |
| Ethos Financial Group, LLC | 0.02% | No change | 1,764 | $325K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 1,750 | $322K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.5% | 1,730 | $319K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,714 | $316K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 1,707 | $315K |
| Sovran Advisors, LLC | 0.02% | Reduce -0.6% | 1,611 | $314K |
| Silver Coast Investments LLC | 0.10% | New | 1,703 | $314K |
| Oak Harvest Investment Services | 0.03% | New | 1,701 | $313K |
| Venture Visionary Partners LLC | 0.01% | Add +0.5% | 1,693 | $312K |
| Livet Wealth, LLC | 0.20% | Reduce -47.1% | 1,683 | $310K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -23.3% | 1,678 | $309K |
| Outbound Financial Inc | 0.23% | No change | 1,678 | $309K |
| Orleans Capital Management Corp. | 0.21% | No change | 1,675 | $309K |
| Wetzel Investment Advisors, Inc. | 0.12% | Add +39.2% | 1,675 | $309K |
| Towerpoint Wealth, LLC | 0.12% | Reduce -9.6% | 1,655 | $305K |
| Roundview Capital LLC | 0.02% | Add +16.7% | 1,648 | $304K |
| Comprehensive Financial Planning, Inc. | 0.21% | Add +0.4% | 1,644 | $303K |
| Wealth Effects LLC | 0.11% | Add +1.7% | 1,642 | $303K |
| Ares Financial Consulting, LLC | 0.24% | Add +0.1% | 1,631 | $301K |
| Prospera Capital Management, LLC | 0.15% | No change | 1,631 | $301K |
| Wealthspan Partners, LLC | 0.11% | Add +9.0% | 1,630 | $300K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -44.1% | 1,629 | $300K |
| Snider Financial Group | 0.09% | Reduce -6.3% | 1,626 | $300K |
| Barnes Pettey Financial Advisors, LLC | 0.13% | Add +1.3% | 1,617 | $298K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Reduce -13.3% | 1,604 | $296K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.1% | 1,579 | $291K |
| Lodestone Wealth Management LLC | 0.12% | No change | 1,577 | $291K |
| Trilogy Capital Inc. | 0.01% | Add +18.6% | 1,565 | $288K |
| Cravens & Co Advisors, LLC | 0.19% | No change | 1,560 | $287K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 1,556 | $287K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.5% | 1,555 | $287K |
| Cadence Wealth Management LLC | 0.12% | Reduce -14.0% | 1,551 | $286K |
| Holderness Investments Co. | 0.06% | Reduce -32.7% | 1,542 | $284K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -4.7% | 1,530 | $282K |
| Brown Financial Advisory | 0.14% | No change | 1,527 | $281K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 1,524 | $281K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -1.0% | 1,524 | $281K |
| Quaker Wealth Management, LLC | 0.09% | Add +0.1% | 1,513 | $279K |
| Titleist Asset Management, LLC | 0.02% | Add +12.0% | 1,505 | $277K |
| Prudent Investors Network, Inc. | 0.06% | No change | 1,503 | $277K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,500 | $276K |
| Cove Private Wealth, LLC | 0.06% | No change | 1,500 | $276K |
| Optivise Advisory Services LLC | 0.17% | No change | 1,489 | $274K |
| JPL Wealth Management, LLC | 0.06% | No change | 1,487 | $274K |
| Florida Financial Advisors, LLC | 0.07% | New | 1,484 | $273K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -4.4% | 1,475 | $272K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,472 | $271K |
| Caldwell Trust Co | 0.02% | Reduce -2.5% | 1,472 | $271K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | Reduce -0.3% | 1,471 | $271K |
| City State Bank | 0.07% | No change | 1,467 | $270K |
| Panoramic Investment Advisors, LLC | 0.15% | Add +0.5% | 1,462 | $269K |
| Coastline Trust Co | 0.03% | No change | 1,460 | $269K |
| Round Rock Advisors LLC | 0.04% | Reduce -2.7% | 1,453 | $268K |
| Synergy Investment Management, LLC | 0.09% | Reduce -1.4% | 1,452 | $268K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -15.1% | 1,450 | $267K |
| Vilga Financial Planning LLC | 0.24% | New | 1,449 | $267K |
| Patten & Patten Inc. | 0.02% | Reduce -3.3% | 1,448 | $267K |
| Operose Advisors LLC | 0.06% | Reduce -3.9% | 1,445 | $266K |
| Element Wealth, LLC | 0.11% | Reduce -1.1% | 1,442 | $266K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -11.1% | 1,441 | $266K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 1,440 | $265K |
| Claro Advisors Inc. | 0.03% | Add +25.9% | 1,437 | $265K |
| Shepherd Financial Partners LLC | 0.03% | Add +3.2% | 1,431 | $264K |
| 1 North Wealth Services LLC | 0.10% | Add +1.4% | 1,430 | $264K |
| Legacy Bridge, LLC | 0.10% | Reduce -26.0% | 1,425 | $263K |
| Dodds Wealth, LLC | 0.06% | Reduce -4.5% | 1,423 | $262K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.8% | 1,429 | $259K |
| Theory Financial LLC | 0.09% | No change | 1,406 | $259K |
| Meriwether Wealth & Planning, LLC | 0.14% | Add +1.5% | 1,405 | $259K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | Reduce -10.3% | 1,405 | $259K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -6.9% | 1,404 | $259K |
| Quartz Partners, LLC | 0.10% | Add +2.2% | 1,399 | $258K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -18.9% | 1,357 | $257K |
| Oxbow Advisors, LLC | 0.02% | Reduce -33.6% | 1,391 | $256K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -25.2% | 1,323 | $256K |
| Opus Financial Solutions LLC | 0.24% | Reduce -5.6% | 1,387 | $256K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Reduce -18.0% | 1,378 | $254K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -24.4% | 1,377 | $254K |
| GAMMA Investing LLC | 0.01% | Add +103.5% | 1,376 | $254K |
| Colony Family Offices, LLC | 0.06% | Reduce -5.8% | 1,375 | $253K |
| Gemmer Asset Management LLC | 0.02% | Reduce -2.4% | 1,368 | $252K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -3.1% | 1,352 | $249K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,347 | $248K |
| Optima Capital LLC | 0.12% | No change | 1,347 | $248K |
| Robinson Smith Wealth Advisors LLC | 0.17% | No change | 1,345 | $248K |
| Cottage Street Advisors LLC | 0.11% | Add +0.1% | 1,342 | $247K |
| Redmond Asset Management, LLC | 0.07% | No change | 1,339 | $247K |
| Wedbush Securities Inc. | 0.01% | No change | 1,334 | $246K |
| Tanager Wealth Management LLP | 0.02% | New | 1,327 | $245K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,326 | $244K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $244K |
| Gen-Wealth Partners Inc | 0.08% | No change | 1,322 | $244K |
| Spectrum Planning & Advisory Services Inc. | 0.12% | No change | 1,321 | $243K |
| Ceera Investments, LLC | 0.11% | No change | 1,320 | $243K |
| Xcelsior Advisor Partners LLC | 0.09% | No change | 1,313 | $242K |
| Retirement Income Solutions, Inc. | 0.04% | New | 1,313 | $242K |
| Wealth Watch Advisors, INC | 0.10% | Add +219.2% | 1,312 | $242K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | No change | 1,311 | $242K |
| Curio Wealth, LLC | 0.08% | No change | 1,281 | $236K |
| Crescent Grove Advisors, LLC | 0.02% | Add +0.2% | 1,276 | $235K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 1,217 | $234K |
| Marquette Associates, Inc. | 0.25% | No change | 1,267 | $233K |
| HBW Advisory Services LLC | 0.02% | New | 1,258 | $232K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,258 | $232K |
| Thompson Davis & Co., Inc. | 0.15% | New | 1,249 | $230K |
| Sei Investments Co. | 0.00% | New | 1,248 | $230K |
| Foundry Financial LLC | 0.10% | Reduce -0.2% | 1,242 | $229K |
| Spinnaker Investment Group, LLC | 0.05% | Reduce -8.1% | 1,239 | $228K |
| Berger Financial Group, Inc | 0.01% | New | 1,236 | $228K |
| FPC Investment Advisory, Inc. | 0.11% | No change | 1,182 | $228K |
| Blalock Williams, LLC | 0.18% | Reduce -0.1% | 1,229 | $226K |
| Evoke Wealth, LLC | 0.00% | New | 1,227 | $226K |
| Advantage Trust Co | 0.10% | No change | 1,225 | $226K |
| Blom & Howell Financial Planning, Inc. | 0.22% | Reduce -2.9% | 1,216 | $224K |
| Sargent Investment Group, LLC | 0.03% | Reduce -0.8% | 1,213 | $224K |
| Jeppson Wealth Management, LLC | 0.07% | Reduce -0.4% | 1,205 | $222K |
| Claris Financial LLC | 0.12% | New | 1,204 | $222K |
| Cooper Financial Group | 0.02% | New | 1,201 | $221K |
| Meredith Wealth Planning | 0.06% | No change | 1,198 | $221K |
| Bogart Wealth, LLC | 0.01% | No change | 1,196 | $220K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -76.5% | 1,189 | $220K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -70.6% | 1,189 | $219K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 1,187 | $219K |
| Level Financial Advisors | 0.06% | No change | 1,186 | $219K |
| CGN Advisors LLC | 0.02% | Reduce -1.7% | 1,185 | $218K |
| Mayfair Advisory Group, LLC | 0.08% | Add +0.3% | 1,172 | $216K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Reduce -3.7% | 1,170 | $216K |
| Freedom Financial Partners LLC | 0.08% | Add +0.4% | 1,170 | $216K |
| Cahaba Wealth Management, Inc. | 0.01% | Reduce -3.5% | 1,168 | $215K |
| Integrity Wealth Partners, LLC | 0.19% | — | 1,168 | $215K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | No change | 1,162 | $214K |
| Laurel Oak Wealth Management, LLC | 0.04% | New | 1,154 | $213K |
| Aberdeen Wealth Management LLC | 0.10% | No change | 1,151 | $212K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,150 | $212K |
| Newman Dignan & Sheerar, Inc. | 0.04% | Add +0.5% | 1,145 | $211K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -62.8% | 1,139 | $210K |
| FFT Wealth Management LLC | 0.04% | No change | 1,139 | $210K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,136 | $209K |
| Montag A & Associates Inc. | 0.01% | No change | 1,130 | $209K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,133 | $209K |
| Saxony Capital Management, LLC | 0.12% | New | 1,130 | $208K |
| Ellenbecker Investment Group | 0.03% | Reduce -1.1% | 1,127 | $208K |
| Rockwood Wealth Management, LLC | 0.01% | New | 1,121 | $207K |
| Allred Capital Management, LLC | 0.08% | No change | 1,127 | $206K |
| Certified Advisory Corp | 0.02% | New | 1,117 | $206K |
| Jim Saulnier & Associates, LLC | 0.10% | New | 1,111 | $205K |
| Noble Wealth Management PBC | 0.10% | Reduce -14.9% | 1,107 | $204K |
| Advance Capital Management, Inc. | 0.01% | New | 1,106 | $204K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,102 | $203K |
| Armbruster Capital Management, Inc. | 0.03% | New | 1,098 | $202K |
| Monument Group Wealth Advisors, LLC | 0.11% | New | 1,091 | $201K |
| Financial Partners Group, Inc | 0.02% | Add +0.1% | 1,089 | $201K |
| FSM Wealth Advisors, LLC | 0.03% | New | 1,088 | $201K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.6% | 1,081 | $199K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,022 | $197K |
| Holos Integrated Wealth LLC | 0.10% | Add +50.8% | 1,048 | $195K |
| HM Payson & Co. | 0.00% | Add +1.7% | 1,030 | $190K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -7.4% | 1,037 | $188K |
| First PREMIER Bank | 0.04% | No change | 981 | $181K |
| St Germain D J Co. Inc. | 0.01% | Reduce -1.1% | 979 | $180K |
| Opal Wealth Advisors, LLC | 0.04% | New | 966 | $178K |
| Rossby Financial, LCC | 0.04% | Add +78.7% | 947 | $175K |
| GoalVest Advisory LLC | 0.03% | Reduce -7.9% | 923 | $170K |
| Greykasell Wealth Strategies, Inc. | 0.07% | No change | 919 | $169K |
| Anchor Investment Management, LLC | 0.01% | Add +9.0% | 909 | $168K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.1% | 894 | $165K |
| Marshall Investment Management, LLC | 0.08% | New | 886 | $163K |
| Pacific Center for Financial Services | 0.04% | Reduce -25.6% | 879 | $162K |
| Hantz Financial Services, Inc. | 0.00% | Add +18.6% | 827 | $152K |
| Private Wealth Management Group, LLC | 0.04% | No change | 820 | $151K |
| Financial Perspectives, Inc | 0.04% | Reduce -11.7% | 820 | $151K |
| Chapman Financial Group, LLC | 0.10% | Reduce -10.8% | 793 | $146K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 796 | $146K |
| Colonial Trust Advisors | 0.01% | No change | 781 | $144K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 769 | $142K |
| Blue Trust, Inc. | 0.00% | Reduce -2.7% | 752 | $139K |
| Matrix Private Capital Group LLC | 0.07% | No change | 750 | $138K |
| Larson Financial Group LLC | 0.00% | Reduce -18.5% | 740 | $136K |
| Sunrise Financial Services, LLC | 0.10% | Reduce -0.7% | 739 | $136K |
| Center for Financial Planning, Inc. | 0.01% | No change | 736 | $136K |
| New Republic Capital, LLC | 0.05% | Reduce -7.2% | 734 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 699 | $129K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 683 | $126K |
| Birchbrook, Inc. | 0.06% | Reduce -24.1% | 672 | $124K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -12.9% | 667 | $124K |
| True Wealth Design, LLC | 0.03% | New | 668 | $123K |
| Wealth Science Advisors LLC | 0.07% | New | 663 | $118K |
| Wellington Grp LLC | 0.04% | Add +392.2% | 630 | $116K |
| Burk Holdings LLC | 0.05% | New | 602 | $111K |
| N.E.W. Advisory Services LLC | 0.01% | Add +9.3% | 602 | $111K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -6.1% | 597 | $110K |
| Asset Dedication, LLC | 0.01% | No change | 586 | $108K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 579 | $107K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 570 | $105K |
| Glen Eagle Advisors, LLC | 0.01% | Add +3.8% | 569 | $105K |
| Basepoint Wealth LLC | 0.06% | Reduce -35.0% | 569 | $105K |
| POM Investment Strategies, LLC | 0.13% | New | 552 | $102K |
| Millstone Evans Group, LLC | 0.06% | No change | 546 | $101K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +0.2% | 545 | $100K |
| Angeles Wealth Management, LLC | 0.01% | Add +91.7% | 506 | $93K |
| Sachetta, LLC | 0.05% | No change | 502 | $93K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $91K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +5.6% | 492 | $91K |
| International Assets Investment Management, LLC | 0.01% | No change | 478 | $88K |
| Evermay Wealth Management LLC | 0.01% | No change | 473 | $87K |
| MV Capital Management, Inc. | 0.01% | No change | 470 | $87K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 465 | $86K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 455 | $84K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 436 | $80K |
| Midwest Capital Advisors, LLC | 0.04% | No change | 432 | $80K |
| Olistico Wealth, LLC | 0.04% | No change | 430 | $79K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $78K |
| Cordant, Inc. | 0.03% | No change | 423 | $78K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $76K |
| Evolution Wealth Management Inc. | 0.05% | No change | 404 | $74K |
| NBT Bank, N.A. | 0.00% | Add +24.5% | 391 | $72K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 386 | $71K |
| 2UniFi Bank | 0.03% | No change | 378 | $70K |
| Carolina Wealth Advisors, LLC | 0.03% | No change | 375 | $69K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.3% | 371 | $68K |
| Fiduciary Advisors, Inc. | 0.05% | No change | 357 | $66K |
| Wagner Wealth Management, LLC | 0.01% | No change | 357 | $66K |
| Trust Co. of Toledo NA | 0.01% | No change | 357 | $66K |
| Bfsg, LLC | 0.01% | Add +292.2% | 353 | $65K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 351 | $65K |
| True Link Financial Advisors, LLC | 0.00% | New | 332 | $61K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.9% | 328 | $60K |
| Salem Investment Counselors Inc. | 0.00% | New | 304 | $56K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $55K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 296 | $55K |
| Entrust Financial LLC | 0.04% | Add +10.2% | 292 | $54K |
| Abound Wealth Management | 0.01% | Reduce -21.8% | 290 | $54K |
| Fairman Group, LLC | 0.04% | Add +0.3% | 284 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -27.1% | 277 | $51K |
| PlanVest Financial, Inc | 0.04% | — | 269 | $50K |
| Beacon Financial Strategies CORP | 0.03% | No change | 258 | $48K |
| North Ridge Wealth Advisors, Inc. | 0.03% | Add +1068.2% | 257 | $47K |
| Allianz SE | 0.00% | No change | 237 | $44K |
| Bullock Wealth Management Group | 0.02% | No change | 233 | $43K |
| Caitlin John, LLC | 0.03% | Add +0.4% | 227 | $42K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 224 | $41K |
| Hurley Capital, LLC | 0.02% | Add +0.5% | 224 | $41K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $40K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $40K |
| Align Financial, LLC | 0.02% | Reduce -99.4% | 218 | $40K |
| Cornerstone Financial Management LLC | 0.04% | No change | 217 | $40K |
| MRP Capital Investments, LLC | 0.03% | New | 215 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 207 | $38K |
| Hamrick Investment Counsel, llc | 0.02% | No change | 200 | $37K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $37K |
| West Branch Capital LLC | 0.01% | No change | 194 | $36K |
| Triumph Capital Management | 0.01% | Reduce -6.8% | 193 | $36K |
| Crews Bank & Trust | 0.01% | No change | 186 | $34K |
| Signature Equity Partners, LLC | 0.02% | No change | 184 | $34K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 176 | $32K |
| TopTier Wealth Management, LLC | 0.02% | New | 173 | $32K |
| Aventus Investment Advisors, Inc. | 0.03% | No change | 167 | $31K |
| Roxbury Financial LLC | 0.03% | No change | 166 | $31K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 166 | $31K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 164 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -0.6% | 159 | $29K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 157 | $29K |
| Robinswood Financial LLC | 0.01% | Reduce -50.3% | 156 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 148 | $27K |
| Addison Advisors LLC | 0.01% | No change | 146 | $27K |
| Investors Research Corp | 0.00% | Add +325.0% | 136 | $25K |
| Breakwater Investment Management | 0.01% | No change | 135 | $25K |
| Dunhill Financial, LLC | 0.01% | New | 134 | $25K |
| SouthState Bank Corp | 0.00% | No change | 133 | $25K |
| Main Street Group, LTD | 0.01% | New | 132 | $24K |
| Versant Capital Management, Inc | 0.00% | No change | 132 | $24K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 130 | $24K |
| Ascentis Independent Advisors | 0.00% | New | 127 | $23K |
| McIlrath & Eck, LLC | 0.00% | Add +14.7% | 125 | $23K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.8% | 123 | $23K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -0.8% | 122 | $22K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 121 | $22K |
| Clarity Asset Management, Inc. | 0.01% | No change | 118 | $22K |
| Grand Wealth Management, LLC | 0.01% | No change | 116 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 110 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 107 | $20K |
| First Community Trust NA | 0.01% | No change | 106 | $20K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 101 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -9.9% | 100 | $18K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 94 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -9.0% | 91 | $17K |
| Tower View Wealth Management LLC | 0.01% | No change | 87 | $16K |
| National Bank of Canada | 0.00% | Add +148.6% | 87 | $16K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +17.1% | 82 | $15K |
| Pingora Partners LLC | 0.01% | No change | 78 | $14K |
| Strategic Advocates LLC | 0.06% | No change | 78 | $14K |
| Signature Resources Capital Management, LLC | 0.01% | Add +2.7% | 77 | $14K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 72 | $13K |
| BankPlus Trust Department | 0.00% | No change | 71 | $13K |
| Peoples Financial Services Corp. | 0.01% | No change | 69 | $13K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 64 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 61 | $11K |
| Strive Financial Group ,LLC | 0.01% | No change | 60 | $11K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $11K |
| MilWealth Group LLC | 0.00% | No change | 58 | $11K |
| Global Wealth Strategies & Associates | 0.00% | No change | 57 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 56 | $10K |
| Clear Investment Research, LLC | 0.02% | New | 54 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 53 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 53 | $10K |
| Strategic Advisory Partners, LLC | 0.01% | New | 50 | $9K |
| United Financial Planning Group LLC | 0.01% | No change | 49 | $9K |
| Winch Advisory Services, LLC | 0.00% | No change | 49 | $9K |
| Wells Financial Advisors INC | 0.04% | Reduce -95.8% | 46 | $8K |
| Founders Capital Management | 0.00% | No change | 46 | $8K |
| Retiremitten Financial LLC | 0.00% | — | 46 | $8K |
| Ballast Advisors LLC | 0.00% | No change | 45 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $8K |
| SJS Investment Consulting Inc. | 0.00% | New | 44 | $8K |
| Walsh & Associates, LLC | 0.01% | No change | 44 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 40 | $7K |
| First Pacific Financial | 0.00% | New | 38 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 35 | $6K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 33 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $6K |
| Resources Management Corp. /CT/ | 0.00% | New | 31 | $6K |
| Global Trust Asset Management, LLC | 0.00% | No change | 31 | $6K |
| Eukles Asset Management | 0.00% | Reduce -86.6% | 31 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 31 | $6K |
| SHP Wealth Management | 0.00% | No change | 27 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 26 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 25 | $5K |
| Integrity Financial Corp | 0.00% | No change | 25 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 25 | $5K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -77.0% | 23 | $4K |
| RHL Group, LLC | 0.00% | Reduce -25.0% | 21 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 21 | $4K |
| First Financial Corp. | 0.00% | No change | 21 | $4K |
| Team Financial Group, LLC | 0.00% | No change | 19 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 17 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 17 | $3K |
| Motco | 0.00% | No change | 17 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 17 | $3K |
| PFS Partners, LLC | 0.00% | No change | 17 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $3K |
| Kennebec Savings Bank | 0.00% | Reduce -25.0% | 15 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $3K |
| Clark Wealth Partners | 0.00% | New | 13 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 12 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 11 | $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% | No change | 9 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 8 | $2K |
| CDKV Holdings LLC | 0.00% | No change | 8 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.2% | 7 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $1K |
| Longview Financial Advisors LLC | 0.00% | No change | 5 | $922 |
| Kozak & Associates, Inc. | 0.00% | Add +0.0% | 4 | $767 |
| WealthCollab, LLC | 0.00% | No change | 4 | $738 |
| IAG Wealth Partners, LLC | 0.00% | No change | 4 | $737 |
| Proathlete Wealth Management LLC | 0.00% | No change | 3 | $561 |
| Protective Life Corp. | 0.00% | New | 3 | $553 |
| MidFirst Bank | 0.00% | No change | 3 | $553 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $369 |
| Topsail Wealth Management, LLC | 0.00% | No change | 2 | $369 |
| Alerus Financial NA | 0.00% | Reduce -50.0% | 1 | $184 |
| Truvestments Capital LLC | 0.00% | New | 1 | $184 |
"% 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.