Vngrd Mrngstr MD-Cap Val ETFVOEETF
13F holders, Q2 2026 (June 30)1,244holders +16
75new positions
57sold out
5famous investors
$195.51avg. 13F price*
At the end of Q2 2026, 1,244 institutions reported holding Vngrd Mrngstr MD-Cap Val ETF (VOE) in their 13F filings, up 16 from Q1 2026. 75 opened new positions and 57 sold out. The largest holders were Morgan Stanley ($965.6M), EP Wealth Advisors, LLC ($887.0M) and Assetmark, Inc. ($874.7M). 5 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 (Q2 2026)
- CUSIP
- 922908512
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $51.8M |
| Exits | 57 | $59.4M |
All 13F filers, Q1 2026 → Q2 2026: 3,072,757 shares bought and 2,432,278 shares sold, net +640,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,244 holders
| Morgan Stanley | 0.05% | Add +2.7% | 4,886,722 | $965.6M |
| EP Wealth Advisors, LLC | 3.39% | Add +8.4% | 4,488,689 | $887.0M |
| Assetmark, Inc. | 1.50% | Add +2.2% | 4,426,816 | $874.7M |
| Betterment LLC | 1.17% | Reduce -6.3% | 3,506,826 | $692.9M |
| Jones Financial Companies LLLP | 0.27% | Add +7.8% | 3,377,503 | $672.0M |
| Bank of America Corp. | 0.04% | Add +2.4% | 3,119,048 | $616.3M |
| Wells Fargo & Company | 0.09% | Add +1.4% | 2,726,390 | $538.7M |
| Royal Bank of Canada | 0.08% | Reduce -5.9% | 2,278,495 | $450.2M |
| UBS Group AG | 0.05% | Add +4.9% | 1,537,314 | $303.8M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -1.5% | 1,439,048 | $284.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.94% | Reduce -14.8% | 1,386,013 | $273.9M |
| Stephens Group Asset Management, LLC | 13.66% | Add +0.2% | 1,223,159 | $241.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.2% | 1,219,545 | $241.0M |
| LPL Financial LLC | 0.05% | Add +6.2% | 1,161,630 | $229.5M |
| Moneta Group Investment Advisors LLC | 1.66% | Add +4.2% | 1,135,535 | $224.4M |
| FMR LLC | 0.01% | Add +0.6% | 1,115,744 | $220.5M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +6.1% | 1,109,433 | $219.2M |
| Orgel Wealth Management, LLC | 3.60% | Add +7.0% | 961,906 | $190.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -14.7% | 753,590 | $148.9M |
| Stifel Financial Corp. | 0.12% | Add +5.2% | 739,432 | $146.1M |
| Raymond James Financial Inc. | 0.04% | Add +1.4% | 730,073 | $144.3M |
| Osaic Holdings, Inc. | 0.16% | Add +7.2% | 707,246 | $139.8M |
| Focus Partners Wealth | 0.13% | Reduce -4.4% | 653,694 | $129.2M |
| Vantagepoint Investment Advisers LLC | 0.93% | Add +2.3% | 626,144 | $123.7M |
| Mariner, LLC | 0.13% | Add +2.3% | 617,452 | $122.0M |
| SYM FINANCIAL Corp | 9.04% | Add +0.3% | 569,031 | $112.4M |
| Waverly Advisors, LLC | 0.60% | Reduce -2.1% | 518,803 | $102.5M |
| US Bancorp \de | 0.11% | Reduce -0.3% | 504,063 | $99.6M |
| Creative Planning | 0.05% | Add +7.3% | 465,241 | $91.9M |
| Cetera Investment Advisers | 0.08% | Reduce -1.1% | 419,517 | $82.9M |
| Commonwealth Equity Services, LLC | 0.10% | Add +2.0% | 409,752 | $81.0M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -0.4% | 397,700 | $78.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 383,149 | $76.1M |
| McAdam, LLC | 2.92% | Add +8.2% | 382,832 | $75.6M |
| Rodgers & Associates, LTD | 6.70% | Reduce -0.2% | 373,683 | $73.8M |
| Truist Financial Corp. | 0.08% | Reduce -0.6% | 339,843 | $67.2M |
| Avior Wealth Management, LLC | 1.74% | Reduce -36.4% | 335,783 | $66.3M |
| Everhart Financial Group, Inc. | 4.05% | Add +404.7% | 319,994 | $63.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.2% | 313,253 | $61.9M |
| Krilogy Financial LLC | 1.80% | Add +2.9% | 308,154 | $60.9M |
| Berman McAleer LLC | 6.97% | Reduce -0.5% | 304,687 | $60.2M |
| CIBC Bancorp USA Inc. | 0.07% | Add +7.7% | 296,030 | $58.9M |
| Corient Private Wealth LP | 0.07% | Reduce -2.0% | 269,444 | $53.2M |
| Inspirion Wealth Advisors, LLC | 5.95% | Reduce -1.3% | 262,126 | $52.0M |
| Trust Co | 4.64% | Reduce -0.2% | 260,508 | $51.5M |
| MML Investors Services, LLC | 0.10% | Add +2.9% | 248,798 | $49.2M |
| Kestra Advisory Services, LLC | 0.16% | Add +50.2% | 246,711 | $48.8M |
| 1832 Asset Management L.P. | 0.06% | No change | 231,852 | $45.8M |
| HUB Investment Partners, LLC | 0.81% | Reduce -5.3% | 223,312 | $44.1M |
| Benjamin Edwards Inc. | 0.40% | Add +5.2% | 219,953 | $43.5M |
| Marotta Asset Management | 7.13% | Reduce -0.7% | 216,004 | $42.8M |
| Kwmg, LLC | 3.07% | Add +3.7% | 214,735 | $42.4M |
| Summit Financial, LLC | 0.45% | Add +6.0% | 206,724 | $40.8M |
| NewEdge Advisors, LLC | 0.11% | Reduce -3.5% | 191,598 | $37.9M |
| Bragg Financial Advisors, Inc | 0.96% | Add +1.9% | 182,391 | $36.0M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +6.6% | 169,698 | $33.5M |
| Condor Capital Management | 2.49% | Reduce -1.6% | 168,392 | $33.3M |
| &partners | 0.14% | Add +18.1% | 167,087 | $33.0M |
| First American Trust, FSB | 1.95% | Reduce -1.3% | 163,718 | $32.4M |
| Blair William & Co. | 0.08% | Reduce -8.1% | 163,166 | $32.2M |
| Cary Street Partners Financial LLC | 0.69% | Reduce -0.2% | 184,005 | $31.7M |
| BNP Paribas Financial Markets | 0.02% | Reduce -0.4% | 157,923 | $31.2M |
| Diesslin Group, Inc. | 11.86% | Add +24.6% | 155,553 | $30.7M |
| Avion Wealth | 5.71% | Reduce -1.6% | 155,392 | $30.7M |
| BHK Investment Advisors, LLC | 9.09% | Add +0.6% | 154,011 | $30.4M |
| Presilium Private Wealth, LLC | 4.66% | Add +4.5% | 153,517 | $30.3M |
| Mesirow Financial Investment Management, Inc. | 0.46% | Add +1.2% | 149,741 | $29.6M |
| Bank of Montreal | 0.01% | Add +1.8% | 148,473 | $29.3M |
| WoodTrust Financial Corp | 3.44% | Reduce -5.5% | 146,282 | $28.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.1% | 142,559 | $28.7M |
| Diversified Management Inc. | 6.12% | Reduce -0.7% | 144,951 | $28.6M |
| Captrust Financial Advisors | 0.04% | Add +17.4% | 144,801 | $28.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +31.6% | 144,016 | $28.5M |
| Shah Wealth Advisors, LLC | 6.25% | — | 136,988 | $27.1M |
| Natixis Advisors, LLC | 0.03% | Add +6.8% | 136,243 | $26.9M |
| Equitable Holdings, Inc. | 0.16% | Reduce -52.9% | 133,731 | $26.4M |
| Wilmington Savings Fund Society, FSB | 0.59% | Reduce -13.9% | 132,889 | $26.3M |
| Stephens Inc. | 0.29% | Add +2.4% | 132,161 | $26.1M |
| Wealthspire Advisors, LLC | 0.14% | Add +22.9% | 129,350 | $25.6M |
| Aire Advisors, LLC | 4.16% | Add +1.2% | 129,318 | $25.6M |
| Grove Street Fiduciary, LLC | 10.59% | Reduce -1.7% | 126,898 | $25.1M |
| Fifth Third Bancorp | 0.04% | Reduce -5.2% | 125,765 | $24.9M |
| World Investment Advisors | 0.41% | Reduce -0.7% | 134,561 | $24.8M |
| Strategic Investment Advisors / MI | 1.46% | Add +2.0% | 122,391 | $24.2M |
| Shakespeare Wealth Management, LLC | 6.13% | Reduce -35.4% | 117,058 | $23.1M |
| Arvest Investments, Inc. | 2.75% | Add +3.6% | 114,879 | $22.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +42.8% | 114,384 | $22.6M |
| Advisory Alpha, LLC | 0.52% | Add +6.1% | 107,901 | $21.3M |
| DAVENPORT & Co LLC | 0.11% | Add +22.9% | 107,297 | $21.2M |
| Praetorian Wealth Management, Inc. | 3.60% | Add +0.9% | 105,965 | $20.9M |
| Sage Financial Group Inc. | 1.13% | Reduce -0.6% | 103,488 | $20.4M |
| OLIO Financial Planning | 5.03% | Add +3.3% | 102,577 | $20.3M |
| Ledyard National Bank | 1.63% | Reduce -1.1% | 102,554 | $20.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.4% | 100,654 | $19.9M |
| Bryn Mawr Trust Advisors, LLC | 0.83% | Reduce -11.7% | 95,789 | $18.9M |
| Legacies Wealth LLC | 10.31% | Add +4.5% | 95,248 | $18.8M |
| Cerity Partners LLC | 0.02% | Add +48.3% | 94,783 | $18.7M |
| Chicago Partners Investment Group LLC | 0.37% | Add +2.6% | 92,306 | $18.7M |
| Asset Management Group, Inc. | 2.73% | Reduce -1.3% | 94,554 | $18.7M |
| Peapack Gladstone Financial Corp. | 0.21% | Add +0.5% | 93,014 | $18.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.9% | 91,973 | $18.2M |
| Lutz Financial Services LLC | 1.07% | Reduce -0.9% | 88,896 | $17.6M |
| Savant Capital, LLC | 0.05% | Add +295.1% | 87,703 | $17.5M |
| Compton Wealth Advisory Group, LLC | 3.50% | Reduce -0.6% | 87,530 | $17.4M |
| Principal Securities, Inc. | 0.21% | Add +22.6% | 87,795 | $17.3M |
| Clayton Financial Group LLC | 9.53% | Add +1.7% | 87,231 | $17.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.5% | 83,577 | $16.5M |
| First Horizon Corp. | 0.63% | Add +1.3% | 83,341 | $16.5M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -0.3% | 82,931 | $16.4M |
| SOA Wealth Advisors, LLC. | 2.75% | Add +2.9% | 82,725 | $16.3M |
| Brown Advisory Inc. | 0.03% | Reduce -0.8% | 81,624 | $16.1M |
| ProVise Management Group, LLC | 1.08% | Reduce -11.9% | 81,506 | $16.1M |
| Evensky & Katz LLC | 0.82% | Reduce -3.0% | 80,442 | $15.9M |
| Associated Banc-Corp | 0.37% | Add +1.0% | 79,677 | $15.7M |
| Stevens Capital Partners | 2.97% | Add +11.2% | 79,015 | $15.6M |
| Payne Capital Management, LLC | 4.08% | Add +1.6% | 77,425 | $15.3M |
| Roberts Financial Services LLC | 4.46% | Reduce -0.4% | 77,001 | $15.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Add +7.7% | 76,209 | $15.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -75.1% | 73,762 | $14.6M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -1.5% | 71,639 | $14.2M |
| Bokf, NA | 0.19% | Reduce -0.5% | 71,101 | $14.0M |
| Eagle Strategies LLC | 1.38% | Add +2.5% | 70,524 | $13.9M |
| RTD Financial Advisors, Inc. | 1.51% | Reduce -2.6% | 69,886 | $13.8M |
| MAI Capital Management | 0.05% | Add +1.9% | 68,718 | $13.6M |
| Sepio Capital, LP | 0.67% | Reduce -0.9% | 67,727 | $13.4M |
| Park Avenue Securities LLC | 0.08% | Add +1.1% | 67,620 | $13.4M |
| Leavell Investment Management, Inc. | 0.48% | Add +5.9% | 67,083 | $13.3M |
| Modera Wealth Management, LLC | 0.14% | Reduce -13.9% | 66,493 | $13.1M |
| LMCG Investments, LLC | 0.68% | Reduce -18.9% | 64,672 | $12.8M |
| IFP Advisors, Inc | 0.23% | Add +4.5% | 64,604 | $12.8M |
| Provident Wealth Management, LLC | 3.27% | Add +1.4% | 64,367 | $12.7M |
| Apella Capital, LLC | 0.18% | Reduce -7.3% | 63,153 | $12.7M |
| Geneos Wealth Management Inc. | 0.26% | Add +1.3% | 64,126 | $12.7M |
| Atlas Capital Advisors Inc. | 1.38% | Add +11.6% | 63,984 | $12.6M |
| Inlight Wealth Management, LLC | 4.00% | Add +18.0% | 63,710 | $12.6M |
| Gladwyn Financial Advisors, Inc. | 7.60% | Add +4.0% | 61,465 | $12.1M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -0.5% | 60,957 | $12.0M |
| Commerce Bank | 0.05% | Reduce -2.0% | 60,921 | $12.0M |
| Quantinno Capital Management LP | 0.01% | Add +61.7% | 59,811 | $11.8M |
| Bleakley Financial Group, LLC | 0.15% | Add +2.3% | 59,763 | $11.8M |
| Meramec Financial Planners, LLC | 4.28% | Reduce -0.9% | 57,072 | $11.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.98% | Add +1.4% | 59,325 | $11.7M |
| Tiaa Trust, National Association | 0.69% | Reduce -12.9% | 58,816 | $11.6M |
| TRB Wealth Management, LLC | 1.54% | Add +3.1% | 58,674 | $11.6M |
| Wellington Management Group LLP | 0.00% | Add +423.2% | 58,139 | $11.5M |
| Peak Retirement Planning, Inc. | 1.80% | Add +12.6% | 57,532 | $11.4M |
| JMG Financial Group, Ltd. | 0.27% | Reduce -2.6% | 57,402 | $11.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +162.1% | 57,396 | $11.3M |
| Arax Advisory Partners | 0.08% | Reduce -16.6% | 57,354 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +36.3% | 56,778 | $11.2M |
| Scott Capital Advisors, LLC | 1.73% | Reduce -2.0% | 55,960 | $11.1M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 55,812 | $11.0M |
| Texas Yale Capital Corp. | 0.24% | Add +0.0% | 54,918 | $10.9M |
| Midwest Trust Co | 0.12% | Reduce -5.3% | 54,613 | $10.8M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +0.1% | 53,747 | $10.6M |
| Old National Bancorp | 0.21% | Add +1.0% | 53,215 | $10.5M |
| Harbor Investment Advisory, LLC | 0.71% | Add +3.4% | 51,274 | $10.1M |
| Alpha Omega Wealth Management LLC | 1.51% | Add +0.3% | 50,254 | $9.9M |
| AQR Capital Management | 0.00% | Add +12.9% | 50,121 | $9.9M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -4.6% | 50,008 | $9.9M |
| Spartan Wealth Advisory Services LLC | 0.80% | Add +1.8% | 49,555 | $9.8M |
| Regal Investment Advisors LLC | 0.51% | Reduce -0.1% | 49,374 | $9.8M |
| Chilton Investment Co. Inc. | 0.23% | No change | 49,265 | $9.7M |
| ETF Portfolio Partners, Inc. | 2.31% | Reduce -0.5% | 49,050 | $9.7M |
| Harbour Investments, Inc. | 0.13% | Reduce -3.8% | 48,891 | $9.7M |
| Copper Harbor Investment Advisors, LLC | 2.04% | — | 48,876 | $9.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -27.0% | 48,564 | $9.6M |
| AE Wealth Management LLC | 0.04% | Add +6.7% | 48,269 | $9.5M |
| Thrive Capital Management, LLC | 1.74% | Add +6.0% | 46,680 | $9.2M |
| Brickley Wealth Management | 1.31% | Reduce -0.2% | 46,323 | $9.2M |
| Prosperity Planning, Inc. | 2.92% | Reduce -1.5% | 46,036 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Reduce -14.9% | 45,295 | $9.0M |
| Alesco Advisors, LLC, An ESL Co | 0.20% | Reduce -3.8% | 45,279 | $8.9M |
| Smallwood Wealth Investment Management, LLC | 3.90% | Add +1.6% | 45,164 | $8.9M |
| Ally Invest Advisors Inc. | 0.53% | Add +2.5% | 44,758 | $8.8M |
| Twin Focus Capital Partners, LLC | 0.89% | Add +3.2% | 44,344 | $8.8M |
| Capital Advantage, Inc. | 1.06% | Reduce -0.6% | 44,159 | $8.7M |
| Sharper & Granite LLC | 2.67% | Reduce -5.6% | 43,677 | $8.6M |
| Weinberger Asset Management, Inc | 2.77% | Add +5.2% | 42,127 | $8.6M |
| Mosaic Family Wealth Partners, LLC | 0.57% | Add +3.0% | 42,418 | $8.4M |
| Pittenger & Anderson Inc. | 0.30% | Reduce -0.5% | 42,199 | $8.3M |
| Highland Investment Advisors LLC | 3.45% | — | 40,072 | $7.9M |
| Accel Wealth Management | 1.75% | Add +7.3% | 39,451 | $7.8M |
| HB Wealth Management, LLC | 0.04% | Add +9.1% | 39,166 | $7.7M |
| Hilltop National Bank | 1.64% | Reduce -1.2% | 38,892 | $7.7M |
| Councilor Wealth, LLC | 3.09% | Add +1.6% | 38,697 | $7.6M |
| Fifth Third Securities, Inc. | 0.43% | Add +1.3% | 38,465 | $7.6M |
| Cranbrook Wealth Management, LLC | 1.41% | Reduce -6.7% | 38,231 | $7.6M |
| Merit Financial Group, LLC | 0.05% | Reduce -1.1% | 38,193 | $7.5M |
| Falcon Wealth Planning | 0.46% | Reduce -3.6% | 37,142 | $7.3M |
| Eclectic Associates Inc. | 0.82% | Add +0.1% | 36,497 | $7.2M |
| St. Louis Trust Co | 0.82% | No change | 5,835 | $7.2M |
| Zeit Capital LLC | 4.18% | Add +1.0% | 35,128 | $6.9M |
| Greenup Street Wealth Management LLC | 0.83% | Reduce -52.8% | 34,538 | $6.8M |
| Spire Wealth Management | 0.20% | Add +3.0% | 34,341 | $6.8M |
| IVC Wealth Advisors LLC | 2.64% | Add +0.5% | 34,251 | $6.8M |
| Echo45 Advisors LLC | 3.49% | Add +2.9% | 34,168 | $6.8M |
| HFG Advisors, Inc. | 4.21% | Add +1.7% | 34,148 | $6.7M |
| SWAN Capital LLC | 2.30% | Reduce -12.5% | 33,960 | $6.7M |
| Atria Investments, Inc | 0.07% | Add +1.4% | 33,853 | $6.7M |
| Wealth Enhancement Trust Services, Inc. | 0.74% | Add +1.1% | 33,832 | $6.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +10.7% | 33,788 | $6.7M |
| Perigon Wealth Management, LLC | 0.11% | Add +5.1% | 33,667 | $6.7M |
| Maltin Wealth Management, Inc. | 2.22% | Add +2.8% | 33,656 | $6.7M |
| Forza Wealth Management, LLC | 2.01% | Add +2.6% | 33,172 | $6.6M |
| Advisory Resource Group | 0.98% | New | 32,922 | $6.5M |
| First United Bank & Trust | 1.84% | Reduce -1.9% | 32,354 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.11% | New | 32,336 | $6.4M |
| Genesis Private Wealth, LLC | 1.80% | Add +3.4% | 32,328 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 32,305 | $6.4M |
| Sterling Capital Management LLC | 0.11% | Add +0.9% | 31,750 | $6.3M |
| FAS Wealth Partners, Inc. | 0.32% | Reduce -3.0% | 31,427 | $6.2M |
| Black Diamond Financial, LLC | 0.55% | Add +1.3% | 31,413 | $6.2M |
| Nicolet Bankshares Inc. | 0.19% | Add +12.3% | 30,872 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.0% | 30,796 | $6.1M |
| Hegarty Advisors, LLC | 4.18% | Add +20.2% | 30,727 | $6.1M |
| Conquis Financial LLC | 4.85% | Add +0.2% | 30,441 | $6.0M |
| Taylor & Morgan Wealth Management, LLC | 2.96% | Reduce -2.3% | 30,349 | $6.0M |
| Cresset Asset Management, LLC | 0.02% | Add +2.8% | 30,258 | $6.0M |
| Midwest Financial Group LLC | 2.09% | Add +4.4% | 30,111 | $5.9M |
| Tocqueville Asset Management L.P. | 0.08% | Add +5.4% | 30,100 | $5.9M |
| UMB Bank, n.a. | 0.08% | Reduce -3.4% | 30,081 | $5.9M |
| Clear Harbor Asset Management, LLC | 0.37% | Add +4.1% | 29,911 | $5.9M |
| Allworth Financial LP | 0.03% | Reduce -32.2% | 29,870 | $5.9M |
| Bangor Savings Bank | 0.43% | Reduce -7.0% | 29,722 | $5.9M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -2.2% | 29,709 | $5.9M |
| Glenview Trust Co | 0.08% | Add +0.2% | 29,520 | $5.8M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -3.4% | 29,324 | $5.8M |
| Cary Street Partners Investment Advisory LLC | 1.17% | Add +45.3% | 29,248 | $5.8M |
| Alpine Bank Wealth Management | 0.74% | No change | 29,233 | $5.8M |
| King Wealth Management Group | 0.63% | Reduce -2.0% | 29,209 | $5.8M |
| TAGStone Capital, Inc. | 1.83% | Reduce -3.0% | 29,208 | $5.8M |
| Mutual Advisors, LLC | 0.11% | Add +1.6% | 28,900 | $5.7M |
| Collective Family Office LLC | 1.16% | Add +2.9% | 28,672 | $5.7M |
| Whitegate Investment Counselors, Inc. | 1.61% | Reduce -0.1% | 28,600 | $5.7M |
| Jane Street Group, LLC | 0.00% | Add +838.5% | 28,379 | $5.6M |
| Brighton Jones LLC | 0.10% | Add +16.0% | 27,941 | $5.5M |
| Drucker Wealth 3.0, LLC | 0.87% | Reduce -5.8% | 27,934 | $5.5M |
| Johnson Financial Group, Inc. | 0.18% | No change | 27,880 | $5.5M |
| Global Retirement Partners, LLC | 0.08% | — | 27,790 | $5.5M |
| Vise Technologies, Inc. | 0.06% | Add +48.4% | 27,540 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 26,941 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +0.4% | 26,509 | $5.2M |
| Brookstone Capital Management | 0.05% | Add +69.7% | 26,055 | $5.1M |
| Mustard Seed Financial, LLC | 2.65% | Add +5.3% | 25,798 | $5.1M |
| SilverOak Wealth Management LLC | 0.64% | Add +0.8% | 25,330 | $5.0M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -1.2% | 25,222 | $5.0M |
| Choreo, LLC | 0.05% | Reduce -3.7% | 25,217 | $5.0M |
| Bruce G. Allen Investments, LLC | 3.16% | Reduce -9.3% | 25,084 | $5.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.3% | 24,877 | $4.9M |
| Talon Private Wealth, LLC | 0.58% | Add +88.8% | 24,895 | $4.9M |
| CX Institutional | 0.14% | Add +1.8% | 24,848 | $4.9M |
| LifePlan Investment Advisors, Inc. | 1.68% | Reduce -0.8% | 24,692 | $4.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -1.3% | 24,526 | $4.8M |
| Cathy Pareto & Associates, Inc. | 2.84% | Reduce -3.5% | 24,518 | $4.8M |
| LPWM LLC | 1.06% | Reduce -0.8% | 24,226 | $4.8M |
| Sigma Planning Corp | 0.12% | Add +1.4% | 24,219 | $4.8M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -11.4% | 24,128 | $4.8M |
| Pinnacle Financial Group, LLC / IL | 1.16% | Add +2.6% | 23,963 | $4.7M |
| Institute for Wealth Management, LLC. | 0.42% | No change | 23,837 | $4.7M |
| Stillwater Capital Advisors, LLC | 0.48% | Add +5.2% | 23,711 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 23,460 | $4.6M |
| Goepper Burkhardt LLC | 1.38% | Reduce -10.8% | 23,226 | $4.6M |
| Causey Wealth LLC | 1.79% | Reduce -4.5% | 23,206 | $4.6M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.4% | 23,066 | $4.6M |
| Tacita Capital Inc | 2.47% | Add +0.9% | 22,988 | $4.5M |
| Keystone Financial Services, LLC | 2.72% | Reduce -13.2% | 22,905 | $4.5M |
| Kohmann Bosshard Financial Services, LLC | 0.38% | Reduce -2.1% | 22,818 | $4.5M |
| Fee-Only Financial Planning, L.C. | 2.39% | Add +0.1% | 22,542 | $4.5M |
| JNBA Financial Advisors | 0.34% | Reduce -2.5% | 22,428 | $4.4M |
| Allstreet Capital Advisors LLC | 2.88% | Add +1.7% | 22,426 | $4.4M |
| Culbertson A N & Co. Inc. | 0.52% | Add +10.9% | 22,379 | $4.4M |
| Visionary Wealth Advisors | 0.17% | Add +1.2% | 21,710 | $4.3M |
| MSH Capital Advisors LLC | 0.74% | Reduce -1.7% | 21,628 | $4.3M |
| Sterling Financial Planning, Inc. | 1.16% | Reduce -0.9% | 21,586 | $4.3M |
| Brindle & Bay Financial Advisors, LLC | 2.12% | Reduce -2.3% | 21,439 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.5% | 21,311 | $4.2M |
| Gilman Hill Asset Management, LLC | 0.58% | Add +0.1% | 21,249 | $4.2M |
| Highland Capital Management, LLC | 0.19% | Add +14.2% | 21,160 | $4.2M |
| Ascent Group, LLC | 0.13% | Reduce -2.1% | 21,151 | $4.2M |
| Veridan Wealth LLC | 1.42% | Reduce -6.5% | 20,646 | $4.1M |
| Integrity Alliance, Llc. | 0.13% | Add +9.8% | 20,638 | $4.1M |
| Palladiem, LLC | 3.95% | New | 20,601 | $4.1M |
| Ifrah Financial Services, Inc. | 0.99% | Reduce -0.8% | 20,563 | $4.1M |
| Bluespring Wealth Management, LLC | 0.08% | Add +328.0% | 20,478 | $4.0M |
| Houlihan Financial Resource Group, Ltd. | 1.43% | Reduce -1.7% | 20,331 | $4.0M |
| Stage Harbor Financial, LLC | 2.32% | Reduce -0.4% | 20,323 | $4.0M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +65.6% | 20,094 | $4.0M |
| TFB Advisors LLC | 1.75% | Add +3.1% | 20,067 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.5% | 19,700 | $3.9M |
| Gateway Wealth Partners, LLC | 0.23% | Reduce -2.7% | 19,360 | $3.8M |
| Cooke Wealth Management, LLC | 3.11% | Add +2.0% | 19,242 | $3.8M |
| Sound Income Strategies, LLC | 0.17% | Add +24.3% | 19,127 | $3.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.2% | 19,085 | $3.8M |
| Petix & Botte Co | 0.76% | Add +75.1% | 19,039 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.47% | Add +1.2% | 19,039 | $3.8M |
| Founders Grove Wealth Partners, LLC | 0.75% | Add +0.8% | 18,914 | $3.7M |
| Prism Advisors, Inc. | 0.90% | Reduce -5.5% | 18,826 | $3.7M |
| Blueline Advisors LLC | 2.57% | Add +11.2% | 18,788 | $3.7M |
| KPP Advisory Services LLC | 0.47% | Reduce -11.4% | 18,771 | $3.7M |
| Ellevest, Inc. | 0.44% | Add +264.2% | 64,629 | $3.7M |
| Valley National Advisers Inc. | 0.41% | Add +0.5% | 18,716 | $3.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +18.1% | 18,584 | $3.7M |
| Baring Financial LLC | 2.02% | Reduce -2.4% | 18,513 | $3.7M |
| Modern Wealth Management, LLC | 0.04% | Add +497.4% | 18,370 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -47.7% | 18,241 | $3.6M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +10.1% | 18,019 | $3.6M |
| Insigneo Advisory Services, LLC | 0.13% | No change | 18,000 | $3.6M |
| Werba Rubin Papier Wealth Management | 0.43% | Add +6.5% | 17,897 | $3.5M |
| American Financial & Tax Strategies Inc. | 1.58% | No change | 17,665 | $3.5M |
| Capital Analysts, LLC | 0.08% | Add +10.7% | 17,655 | $3.5M |
| Tritonpoint Wealth, LLC | 0.34% | Add +9.7% | 17,605 | $3.5M |
| TritonPoint Partners, LLC | 0.29% | New | 17,605 | $3.5M |
| Monetary Solutions, Ltd | 2.99% | Add +0.4% | 17,582 | $3.5M |
| Stokes Family Office, LLC | 0.40% | Reduce -21.9% | 17,323 | $3.4M |
| RM Financial Services, LLC | 2.54% | New | 17,282 | $3.4M |
| AIMZ Investment Advisors, LLC | 0.93% | Reduce -4.1% | 17,107 | $3.4M |
| Founders Financial Securities LLC | 0.17% | Reduce -0.5% | 16,988 | $3.4M |
| Park National Corp. | 0.09% | Reduce -26.7% | 16,967 | $3.4M |
| NovaPoint Capital, LLC | 0.70% | Reduce -27.9% | 16,936 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | New | 16,911 | $3.3M |
| Wedmont Private Capital | 0.09% | Reduce -1.5% | 16,537 | $3.3M |
| Cascade Financial Partners, LLC | 0.29% | Reduce -2.4% | 16,749 | $3.3M |
| Argent Trust Co | 0.10% | Add +59.3% | 16,655 | $3.3M |
| Composition Wealth, LLC | 0.04% | Reduce -0.8% | 16,635 | $3.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +3.9% | 16,484 | $3.3M |
| Kintra Wealth, LLC | 0.17% | Reduce -27.3% | 15,464 | $3.3M |
| Wealth Preservation Advisors, LLC | 1.85% | Add +13.9% | 16,430 | $3.2M |
| Lionshead Wealth Management, LLC | 2.10% | Add +5.0% | 16,379 | $3.2M |
| Verus Capital Partners, LLC | 0.18% | Reduce -26.6% | 16,372 | $3.2M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -63.3% | 16,191 | $3.2M |
| Strategic Wealth Advisors LLC | 2.70% | Reduce -0.1% | 17,797 | $3.2M |
| Washington Trust Advisors, Inc. | 0.23% | Add +1.5% | 15,936 | $3.1M |
| Focus Financial Network, Inc. | 0.10% | Add +1.6% | 15,837 | $3.1M |
| Northern Lights Advisors, Inc. | 1.69% | Reduce -3.0% | 15,718 | $3.1M |
| Bank of Hawaii | 0.15% | Reduce -0.5% | 15,408 | $3.0M |
| Avant Capital LLC | 1.89% | Reduce -6.3% | 15,273 | $3.0M |
| Citigroup Inc. | 0.00% | Add +9.2% | 15,123 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +2.3% | 15,104 | $3.0M |
| Sagace Wealth Management LLC | 1.87% | Reduce -0.3% | 14,984 | $3.0M |
| CBIZ Investment Advisory Services, LLC | 0.11% | No change | 16,027 | $3.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -6.5% | 14,852 | $2.9M |
| Nuveen, LLC | 0.00% | New | 14,728 | $2.9M |
| Envision Financial LLC | 1.33% | Reduce -14.5% | 14,659 | $2.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +144.0% | 14,551 | $2.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +59.1% | 14,492 | $2.9M |
| Independent Financial Group, LLC | 0.05% | Add +35.1% | 14,448 | $2.9M |
| Gotham Asset Management | 0.01% | Add +9.1% | 14,439 | $2.9M |
| NewEdge Wealth, LLC | 0.03% | Add +1.1% | 14,315 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +1.3% | 14,152 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.5% | 14,097 | $2.8M |
| Regions Financial Corp. | 0.02% | Add +29.6% | 13,830 | $2.7M |
| General American Investors Co. Inc. | 0.16% | No change | 13,700 | $2.7M |
| Howe & Rusling Inc. | 0.15% | Add +15.3% | 13,474 | $2.7M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -3.2% | 13,473 | $2.7M |
| 180 Wealth Advisors, LLC | 0.27% | Reduce -4.3% | 13,392 | $2.6M |
| AMG National Trust Bank | 0.05% | Reduce -2.4% | 13,351 | $2.6M |
| Cooksen Wealth, LLC | 1.65% | Reduce -4.3% | 13,289 | $2.6M |
| Grove Bank & Trust | 0.26% | Add +4.3% | 13,216 | $2.6M |
| Checchi Capital Advisers, LLC | 0.16% | Add +0.7% | 13,127 | $2.6M |
| RMR Capital Management, LLC | 1.76% | Add +1.3% | 12,967 | $2.6M |
| Elite Financial, Inc. | 1.03% | Add +0.9% | 12,936 | $2.6M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -4.1% | 12,923 | $2.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.31% | Add +13.8% | 12,634 | $2.5M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -10.7% | 12,515 | $2.5M |
| Michels Family Financial, LLC | 1.58% | Add +2.9% | 12,484 | $2.5M |
| Fortitude Family Office, LLC | 0.47% | No change | 12,300 | $2.4M |
| Waystone Advisors LLC | 1.80% | Add +7.0% | 12,186 | $2.4M |
| Joel Isaacson & Co., LLC | 0.07% | Add +20.9% | 12,171 | $2.4M |
| Savvy Advisors, Inc. | 0.05% | Add +21.1% | 12,152 | $2.4M |
| Pathway Financial Advisors LLC | 0.28% | No change | 11,864 | $2.4M |
| XTX Topco Ltd | 0.03% | New | 12,011 | $2.4M |
| Granite FO LLC | 1.25% | No change | 11,985 | $2.4M |
| Paragon Capital Management Ltd | 0.45% | Reduce -0.3% | 11,964 | $2.4M |
| Silver Lake Advisory, LLC | 0.84% | Add +0.3% | 11,963 | $2.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.1% | 11,953 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Add +0.1% | 11,887 | $2.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -4.0% | 11,827 | $2.3M |
| Marin Bay Wealth Advisors, LLC | 1.26% | Add +0.1% | 11,827 | $2.3M |
| GC Wealth Management RIA, LLC | 0.13% | Reduce -31.7% | 11,684 | $2.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.05% | Add +0.7% | 11,596 | $2.3M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -0.8% | 11,340 | $2.2M |
| Linscomb Wealth, Inc. | 0.10% | Add +290.1% | 11,293 | $2.2M |
| Jacobs Equity LLC | 1.54% | Add +6.4% | 11,287 | $2.2M |
| Veratis Advisors, Inc. | 1.57% | — | 11,227 | $2.2M |
| Financial Guidance Group, Inc. | 0.83% | Reduce -10.1% | 11,165 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +103.8% | 11,881 | $2.2M |
| Roof Eidam Maycock Peralta, LLC | 0.43% | Add +2.4% | 11,061 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -2.3% | 11,055 | $2.2M |
| Ballentine Partners, LLC | 0.03% | Add +0.1% | 10,959 | $2.2M |
| Simmons Bank | 0.12% | Reduce -2.8% | 10,893 | $2.2M |
| Maimon Wealth Management LTD. | 1.64% | Add +1.3% | 10,759 | $2.1M |
| Horizon Investments, LLC | 0.02% | Reduce -49.6% | 10,706 | $2.1M |
| Zhang Financial LLC | 0.06% | Add +0.2% | 10,663 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 10,662 | $2.1M |
| Empirical Finance, LLC | 0.09% | Reduce -19.5% | 10,608 | $2.1M |
| Wealth Alliance, LLC | 0.17% | Reduce -13.8% | 10,483 | $2.1M |
| Buttonwood Financial Advisors Inc. | 0.62% | Add +5.7% | 10,379 | $2.1M |
| Center For Asset Management LLC | 0.91% | Add +2.5% | 10,344 | $2.0M |
| MTM Financial Group, LLC | 0.87% | Reduce -2.1% | 10,322 | $2.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +0.4% | 10,201 | $2.0M |
| Moneco Advisors, LLC | 0.12% | Add +12.5% | 10,190 | $2.0M |
| Staley Capital Advisers Inc. | 0.08% | No change | 10,170 | $2.0M |
| HBK Sorce Advisory LLC | 0.04% | Add +3.1% | 9,674 | $2.0M |
| Atlantic Union Bankshares Corp | 0.03% | No change | 10,027 | $2.0M |
| Indivisible Partners | 0.11% | Add +3.6% | 9,899 | $2.0M |
| Vanguard Advisers Inc. | 0.01% | Reduce -5.1% | 9,884 | $2.0M |
| Nikulski Financial, Inc. | 0.42% | Add +17.7% | 9,781 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +17.8% | 9,753 | $1.9M |
| Victory Financial Group, LLC | 0.20% | Reduce -1.4% | 9,734 | $1.9M |
| Well Done, LLC | 0.26% | Reduce -0.4% | 9,729 | $1.9M |
| Intergy Private Wealth, LLC | 0.44% | Add +19.2% | 9,709 | $1.9M |
| Ironwood Financial, llc | 0.30% | Add +3.6% | 9,451 | $1.9M |
| Insight Advisors, LLC/ PA | 0.34% | Reduce -1.4% | 9,646 | $1.9M |
| Cardiff Park Advisors, LLC | 0.15% | Add +0.4% | 9,604 | $1.9M |
| Johnson Investment Counsel Inc. | 0.01% | Add +18.9% | 9,581 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -1.5% | 9,368 | $1.9M |
| Lynx Investment Advisory | 0.60% | New | 9,200 | $1.8M |
| Ironsides Asset Advisors, LLC | 0.43% | Reduce -0.9% | 9,191 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Reduce -1.2% | 9,080 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.7% | 9,076 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +0.9% | 9,055 | $1.8M |
| Mainstream Capital Management LLC | 1.07% | Reduce -0.1% | 9,032 | $1.8M |
| Gibraltar Capital Management, Inc. | 0.28% | Add +0.6% | 9,019 | $1.8M |
| WealthShield Partners, LLC | 0.27% | Reduce -46.3% | 9,007 | $1.8M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.3% | 8,960 | $1.8M |
| Marino, Stram & Associates LLC | 0.28% | Add +5.5% | 8,946 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.23% | Add +0.0% | 8,940 | $1.8M |
| Genesis Financial Group, LLC | 1.15% | Add +3.7% | 8,920 | $1.8M |
| Wolff Financial Management LLC | 0.35% | Reduce -2.7% | 8,880 | $1.8M |
| Pacific Sun Financial Corp | 0.72% | Reduce -0.3% | 8,835 | $1.7M |
| Clear Creek Financial Management, LLC | 0.11% | Add +1.8% | 8,824 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +42.8% | 8,821 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | Add +0.6% | 8,780 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -0.2% | 8,741 | $1.7M |
| Trust Co. of Vermont | 0.06% | — | 8,717 | $1.7M |
| 1834 Investment Advisors Co. | 0.19% | Add +11.4% | 8,700 | $1.7M |
| Willis Johnson & Associates, Inc. | 0.10% | Reduce -22.8% | 8,636 | $1.7M |
| MJT & Associates Financial Advisory Group, Inc. | 1.13% | No change | 8,628 | $1.7M |
| Whittier Trust Co. | 0.02% | Add +0.8% | 8,384 | $1.7M |
| Csenge Advisory Group | 0.07% | Reduce -2.7% | 8,441 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.4% | 8,285 | $1.6M |
| Equity Wealth Partners, LLC | 0.59% | Reduce -0.9% | 8,258 | $1.6M |
| Columbia Advisory Partners LLC | 0.90% | Reduce -3.2% | 8,233 | $1.6M |
| Nwam LLC | 0.08% | Reduce -1.9% | 8,138 | $1.6M |
| Bristlecone Value Partners, LLC | 1.29% | Add +1.3% | 8,121 | $1.6M |
| Choate Investment Advisors | 0.03% | No change | 8,087 | $1.6M |
| Mather Group, Llc. | 0.01% | Reduce -1.9% | 8,010 | $1.6M |
| Three Arch Wealth Management LLC | 0.24% | Reduce -0.3% | 8,005 | $1.6M |
| MidAtlantic Capital Management, Inc. | 0.98% | Reduce -3.1% | 7,997 | $1.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0.32% | No change | 7,974 | $1.6M |
| Spectrum Investment Advisors, Inc. | 0.64% | Add +27.5% | 7,966 | $1.6M |
| Legacy Edge Advisors, LLC | 0.14% | Reduce -1.4% | 7,925 | $1.6M |
| AdvisorNet Financial, Inc | 0.07% | Add +0.6% | 7,905 | $1.6M |
| Acropolis Investment Management, LLC | 0.06% | Add +0.4% | 7,862 | $1.6M |
| Sowell Financial Services LLC | 0.05% | Add +3.3% | 7,855 | $1.6M |
| Brand Asset Management Group, Inc. | 0.34% | Reduce -16.4% | 7,792 | $1.5M |
| Graetz Wealth LLC | 1.23% | Add +24.6% | 7,777 | $1.5M |
| East Coast Asset Management, LLC. | 0.45% | Reduce -1.9% | 7,756 | $1.5M |
| Squire Investment Management Company, LLC | 0.36% | Add +15.9% | 7,668 | $1.5M |
| Revolve Wealth Partners, LLC | 0.16% | Reduce -0.8% | 7,635 | $1.5M |
| Evergreen Wealth Management, LLC | 0.71% | Add +2.4% | 7,627 | $1.5M |
| Seeds Investor LLC | 0.15% | Reduce -1.3% | 7,603 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +11.0% | 7,517 | $1.5M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.0% | 7,480 | $1.5M |
| Sendero Wealth Management, LLC | 0.15% | Add +0.4% | 7,474 | $1.5M |
| Warner Financial, Inc. | 0.43% | Add +6.0% | 7,427 | $1.5M |
| Junk Investment Group, LLC | 0.65% | Reduce -4.5% | 7,420 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 7,370 | $1.5M |
| One Capital Management, LLC | 0.04% | No change | 7,810 | $1.4M |
| Oakworth Capital, Inc. | 0.07% | No change | 7,224 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +1.4% | 7,222 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.14% | Add +0.0% | 7,191 | $1.4M |
| BKM Wealth Management, LLC | 0.50% | Reduce -25.8% | 7,148 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -26.1% | 7,142 | $1.4M |
| CJM Wealth Advisers, Ltd. | 0.37% | Reduce -1.2% | 7,110 | $1.4M |
| Kapstone Financial Advisors LLC | 0.59% | Add +0.2% | 7,095 | $1.4M |
| Three Bridge Wealth Advisors, LLC | 0.35% | Add +8.6% | 7,078 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Reduce -5.4% | 7,069 | $1.4M |
| City Holding Co. | 0.16% | Add +20.5% | 7,056 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 7,048 | $1.4M |
| Maridea Wealth Management LLC | 0.15% | Add +1.9% | 7,047 | $1.4M |
| Fiducient Advisors LLC | 0.20% | New | 7,043 | $1.4M |
| Main Street Financial Solutions, LLC | 0.09% | Add +0.2% | 7,034 | $1.4M |
| Spreng Capital Management, Inc. | 0.50% | Reduce -0.9% | 7,005 | $1.4M |
| Noble Family Wealth, LLC | 0.25% | No change | 6,995 | $1.4M |
| Friday Financial | 0.37% | Reduce -0.7% | 6,865 | $1.4M |
| Chemistry Wealth Management LLC | 0.22% | Reduce -1.8% | 6,939 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -7.7% | 6,901 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -57.2% | 6,800 | $1.3M |
| Heartwood Wealth Advisors LLC | 0.10% | Add +25.5% | 6,796 | $1.3M |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -0.2% | 6,795 | $1.3M |
| Summit Financial Strategies, Inc. | 0.09% | Add +2.3% | 6,774 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Add +2.1% | 6,727 | $1.3M |
| Novak & Powell Financial Services, Inc. | 0.62% | Reduce -14.4% | 6,703 | $1.3M |
| Entelevest, LLC | 1.16% | Add +3.8% | 6,694 | $1.3M |
| DeLarme Wealth Management, Inc. | 0.77% | Add +1.0% | 6,683 | $1.3M |
| Callan Family Office, LLC | 0.03% | Reduce -2.9% | 6,682 | $1.3M |
| Uptick Partners, LLC | 0.20% | Add +55.9% | 6,669 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.20% | Add +0.2% | 6,639 | $1.3M |
| Planning Directions Inc. | 0.61% | Reduce -4.2% | 6,635 | $1.3M |
| Creative Financial Designs Inc. | 0.06% | Add +262.7% | 6,627 | $1.3M |
| JFS Wealth Advisors, LLC | 0.07% | Add +0.0% | 6,625 | $1.3M |
| American Trust | 0.10% | Add +1.1% | 6,569 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 6,451 | $1.3M |
| Magnus Financial Group LLC | 0.09% | Add +2.1% | 6,550 | $1.3M |
| Arwa LLC | 0.53% | Reduce -25.0% | 6,224 | $1.3M |
| Cozad Asset Management Inc. | 0.08% | Add +1.2% | 6,381 | $1.3M |
| Cahill Financial Advisors Inc. | 0.12% | Add +0.8% | 6,338 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +3.5% | 6,334 | $1.3M |
| Narus Financial Partners, LLC | 0.32% | Add +2.5% | 6,324 | $1.2M |
| Guidance Point Advisors, LLC | 0.27% | No change | 6,276 | $1.2M |
| Smithfield Trust Co | 0.05% | Add +0.2% | 6,271 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Reduce -0.3% | 6,169 | $1.2M |
| Rockingstone Advisors LLC | 0.48% | No change | 6,060 | $1.2M |
| Opinicus Capital, Inc. | 0.63% | Reduce -0.5% | 6,000 | $1.2M |
| Asset One Wealth Management LLC | 0.13% | Add +1.4% | 5,891 | $1.2M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.0% | 5,965 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +10.9% | 5,964 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 5,945 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Add +104.6% | 5,906 | $1.2M |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +2.4% | 5,841 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -2.4% | 5,793 | $1.1M |
| Bishop & Co Investment Management, LLC | 0.35% | No change | 5,721 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | Reduce -43.0% | 5,668 | $1.1M |
| Members Wealth LLC | 0.61% | Add +7.6% | 5,630 | $1.1M |
| DDFG, Inc | 0.22% | Reduce -2.7% | 5,615 | $1.1M |
| Ibex Wealth Advisors | 0.09% | Reduce -2.5% | 5,586 | $1.1M |
| Horizon Bancorp Inc. | 0.52% | Reduce -2.3% | 5,566 | $1.1M |
| Astra Wealth Partners LLC | 0.61% | Add +2.2% | 5,552 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 5,541 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Add +0.8% | 5,511 | $1.1M |
| Financial Symmetry Inc | 0.36% | Add +0.5% | 5,496 | $1.1M |
| Willner & Heller, LLC | 0.68% | Add +0.3% | 5,491 | $1.1M |
| Napier Financial, LLC | 0.22% | Reduce -0.2% | 5,458 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.38% | Reduce -0.6% | 5,439 | $1.1M |
| Trustmark Bank Trust Department | 0.06% | Reduce -9.3% | 5,395 | $1.1M |
| FC Advisory LLC | 0.28% | Reduce -3.8% | 5,380 | $1.1M |
| First National Bank of Omaha | 0.03% | No change | 5,318 | $1.1M |
| Nvest Financial, LLC | 0.33% | New | 5,318 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.3% | 5,318 | $1.1M |
| Synergy Asset Management, LLC | 0.10% | Reduce -9.4% | 5,291 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -11.4% | 5,279 | $1.0M |
| Lam Group, Inc. | 0.52% | No change | 5,275 | $1.0M |
| Retirement Financial Solutions, LLC | 0.26% | Reduce -2.2% | 5,269 | $1.0M |
| Bessemer Group Inc. | 0.00% | Add +112.0% | 5,185 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.02% | Reduce -7.6% | 5,180 | $1.0M |
| XY Planning Network, Inc. | 0.13% | Add +0.7% | 5,159 | $1.0M |
| Carolina Wealth Management Inc | 0.47% | — | 5,136 | $1.0M |
| Root Financial Partners, LLC | 0.04% | Add +50.7% | 5,131 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 5,118 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -77.8% | 5,069 | $1.0M |
| Belpointe Asset Management LLC | 0.03% | Add +5.5% | 5,061 | $1.0M |
| OneAscent Financial Services LLC | 0.05% | Add +23.4% | 5,047 | $997K |
| Lanark Financial, Inc. | 0.07% | Add +62.2% | 4,966 | $981K |
| Pinnacle Bancorp, Inc. | 0.25% | Reduce -2.9% | 4,940 | $976K |
| Signal Advisors Wealth, LLC | 0.05% | Add +30.2% | 4,940 | $976K |
| MorganRosel Wealth Management, LLC | 0.33% | Add +15.7% | 4,936 | $975K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 4,898 | $968K |
| North Star Investment Management Corp. | 0.05% | Add +0.2% | 4,896 | $967K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.2% | 4,848 | $958K |
| Ancora Advisors LLC | 0.02% | Reduce -5.6% | 4,846 | $958K |
| Stirlingshire Investments, Inc. | 0.70% | Add +42.7% | 4,767 | $942K |
| Clearstead Advisors, LLC | 0.01% | Add +0.2% | 4,766 | $942K |
| William Mack & Associates, Inc. | 0.33% | Add +30.4% | 4,755 | $940K |
| Wiregrass Investment Management LLC | 0.64% | Reduce -2.1% | 4,735 | $936K |
| McClarren Financial Advisors, Inc. | 0.48% | Add +2.8% | 4,718 | $932K |
| Chapin Davis, Inc. | 0.16% | Add +0.0% | 4,708 | $930K |
| Glass Jacobson Investment Advisors llc | 0.29% | Reduce -4.0% | 4,703 | $929K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -0.3% | 4,684 | $926K |
| HF Advisory Group, LLC | 0.29% | Add +0.8% | 4,673 | $923K |
| Schwallier Wealth Management LLC | 0.58% | Reduce -1.2% | 4,665 | $922K |
| Wellspring Financial Advisors, LLC | 0.06% | Reduce -0.0% | 783,898 | $913K |
| BLB&B Advisors, LLC | 0.03% | Add +7.8% | 4,578 | $905K |
| Legacy Financial Group LLC | 0.10% | Reduce -5.2% | 4,556 | $900K |
| Berkeley, Inc | 0.28% | No change | 4,547 | $898K |
| Nalls Sherbakoff Group, LLC | 0.64% | Reduce -1.5% | 4,542 | $897K |
| Colonial Trust Co / SC | 0.11% | No change | 4,518 | $893K |
| Caprock Group, LLC | 0.02% | No change | 4,500 | $889K |
| Richard P Slaughter Associates Inc | 0.18% | Reduce -4.2% | 4,492 | $888K |
| Founders Financial Alliance, LLC | 0.12% | Add +0.2% | 4,444 | $878K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -7.5% | 4,432 | $876K |
| Financial Alternatives, Inc | 0.43% | No change | 4,402 | $870K |
| LightSquare Wealth Management, LLC | 0.59% | Reduce -9.8% | 4,354 | $860K |
| Calamos Wealth Management LLC | 0.03% | Reduce -2.5% | 4,301 | $850K |
| Centaurus Financial, Inc. | 0.03% | Add +0.8% | 4,248 | $840K |
| Fairscale Capital, LLC | 0.50% | Add +30.8% | 4,224 | $835K |
| Wingate Wealth Advisors, Inc. | 0.37% | Reduce -13.3% | 4,215 | $833K |
| Crux Wealth Advisors | 0.29% | Add +0.5% | 4,198 | $829K |
| United Advisor Group, LLC | 0.09% | Add +0.2% | 4,187 | $827K |
| Pension & Wealth Management Advisors, Inc. | 0.22% | Add +0.4% | 4,168 | $824K |
| Empower Advisory Group, LLC | 0.00% | Add +0.1% | 4,156 | $821K |
| Atlas Brown,Inc. | 0.22% | Reduce -1.4% | 4,155 | $821K |
| Rwa Wealth Partners, LLC | 0.01% | Add +9.9% | 4,147 | $819K |
| Strategic Financial Partners, Ltd. | 0.31% | Add +3.9% | 4,133 | $817K |
| Meridian Financial Advisors, LLC | 0.39% | Reduce -2.3% | 4,130 | $816K |
| Becker Capital Management Inc. | 0.02% | Reduce -9.4% | 4,099 | $810K |
| Net Worth Advisory Group | 0.20% | Reduce -66.8% | 4,094 | $809K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -0.2% | 4,063 | $803K |
| Pinnacle Associates Ltd. | 0.01% | Add +113.2% | 4,050 | $800K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.0% | 4,038 | $798K |
| Creekside Partners | 0.29% | Add +0.1% | 4,032 | $797K |
| Cibc World Market Inc. | 0.00% | Reduce -31.6% | 4,031 | $797K |
| Next Level Private LLC | 0.16% | No change | 4,024 | $795K |
| Autumn Glory Partners, LLC | 0.22% | No change | 4,001 | $791K |
| Prelude Capital Management, LLC | 0.06% | Reduce -61.9% | 4,000 | $790K |
| Fortis Capital Advisors, LLC | 0.09% | Reduce -17.0% | 3,981 | $787K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -3.9% | 3,975 | $786K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -1.9% | 3,901 | $771K |
| PFG Investments, LLC | 0.03% | Reduce -1.1% | 3,893 | $769K |
| Busey Bank | 0.02% | Add +8.1% | 3,862 | $763K |
| Aspiriant, LLC | 0.02% | No change | 3,849 | $761K |
| Continuum Advisory, LLC | 0.06% | Add +2.1% | 3,804 | $752K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.9% | 3,779 | $747K |
| Amara Financial, Llc. | 0.45% | Add +0.5% | 3,770 | $745K |
| HighPoint Advisor Group LLC | 0.03% | Add +4.9% | 3,744 | $740K |
| FDx Advisors, Inc. | 0.22% | Reduce -0.6% | 3,728 | $737K |
| Trailhead Planners LLC | 0.71% | New | 3,729 | $737K |
| Keyvantage Wealth, LLC | 0.28% | Reduce -0.8% | 3,715 | $734K |
| Yarger Wealth Strategies, LLC | 0.26% | Add +0.5% | 3,635 | $732K |
| RFG Advisory, LLC | 0.01% | Reduce -0.0% | 3,695 | $730K |
| Cambridge Financial Group, LLC | 0.23% | Reduce -6.2% | 3,693 | $730K |
| Texas Bank & Trust Co | 0.24% | Add +0.3% | 3,681 | $727K |
| Vanguard National Trust Co | 0.04% | No change | 3,659 | $723K |
| Sherman Wealth Management LLC | 0.54% | No change | 3,658 | $723K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +13.7% | 3,647 | $721K |
| Compass Capital Corp. /Ma/ | 0.23% | Add +36.5% | 3,454 | $720K |
| Silverlake Wealth Management LLC | 0.14% | Add +2.7% | 3,643 | $720K |
| Independent Wealth Advisors LLC | 0.65% | Add +2.4% | 3,612 | $714K |
| Manchester Capital Management LLC | 0.09% | Reduce -7.6% | 3,610 | $713K |
| Pasadena Private Wealth, LLC | 0.09% | Reduce -2.8% | 3,610 | $713K |
| Capital Squared Financial LLC | 0.46% | Add +30.0% | 3,596 | $711K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -8.0% | 3,578 | $707K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.5% | 3,575 | $706K |
| Elm Partners Management LLC | 0.03% | Add +0.5% | 3,574 | $706K |
| Summit Wealth Group LLC / Co. | 0.06% | Add +0.7% | 3,571 | $706K |
| Blue Bell Private Wealth Management, LLC | 0.09% | No change | 3,533 | $698K |
| McNamara Financial Services, Inc. | 0.12% | Reduce -5.4% | 3,528 | $697K |
| Curi Capital, LLC | 0.01% | Reduce -11.0% | 3,525 | $697K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +50114.3% | 3,515 | $695K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 3,514 | $694K |
| Croban | 0.31% | Add +4.2% | 3,503 | $692K |
| Investmark Advisory Group LLC | 0.26% | Reduce -10.0% | 3,498 | $691K |
| Collaborative Capital Advisors LLC | 0.44% | — | 3,494 | $690K |
| Integrated Capital Management, LLC | 0.25% | Reduce -0.2% | 3,470 | $686K |
| SVRN Asset Management, LLC | 0.35% | No change | 3,460 | $684K |
| Key Financial Inc | 0.11% | Reduce -6.9% | 3,449 | $682K |
| Empowered Funds, LLC | 0.00% | Reduce -55.3% | 3,448 | $681K |
| Integral Investment Advisors, Inc. | 0.15% | Add +3.9% | 3,445 | $681K |
| S.A. Mason LLC | 0.21% | No change | 3,444 | $681K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 3,443 | $680K |
| Copia Wealth Management | 0.41% | No change | 3,440 | $680K |
| Lauterbach Financial Advisors, LLC | 0.29% | Add +0.0% | 3,439 | $679K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,292 | $676K |
| Diversify Wealth Management, LLC | 0.01% | Add +11.6% | 3,292 | $676K |
| ERn Financial, LLC | 0.11% | No change | 3,414 | $675K |
| Legacy Capital Wealth Partners, LLC | 0.13% | No change | 3,411 | $674K |
| Mission Wealth Management, LP | 0.01% | Add +42.1% | 3,405 | $673K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.9% | 3,393 | $670K |
| Traveka Wealth, LLC | 0.22% | Reduce -1.3% | 3,379 | $668K |
| Evergreen Capital Management LLC | 0.01% | Reduce -3.0% | 3,356 | $663K |
| Unique Wealth, LLC | 0.08% | New | 3,354 | $663K |
| Archer Investment Corp | 0.13% | Add +3.9% | 3,339 | $660K |
| One Day In July LLC | 0.05% | No change | 3,338 | $660K |
| Directional Asset Management | 0.63% | Reduce -2.3% | 3,337 | $659K |
| Compound Planning, Inc. | 0.02% | Reduce -3.7% | 3,335 | $659K |
| Fidelis Capital Partners, LLC | 0.04% | Add +20.1% | 3,316 | $655K |
| QRG Capital Management, Inc. | 0.01% | Add +51.2% | 3,282 | $649K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -0.4% | 3,272 | $647K |
| Private Client Services, LLC | 0.17% | Reduce -2.2% | 3,271 | $646K |
| First Trust Advisors LP | 0.00% | No change | 3,265 | $645K |
| Trilogy Capital Inc. | 0.03% | Add +108.0% | 3,256 | $643K |
| Valley Forge Investment Consultants Inc. Adv | 0.17% | Add +0.4% | 3,254 | $643K |
| C M Bidwell & Associates Ltd. | 0.26% | Reduce -0.3% | 3,248 | $642K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -7.1% | 3,235 | $639K |
| Principle Wealth Partners LLC | 0.03% | No change | 3,212 | $635K |
| Clark Asset Management, LLC | 0.05% | Add +2.5% | 3,197 | $632K |
| Daymark Wealth Partners, LLC | 0.02% | Add +103.2% | 3,159 | $624K |
| Richards, Merrill & Peterson, Inc. | 0.20% | Add +6.8% | 3,157 | $624K |
| PFG Advisors | 0.03% | Add +16.6% | 3,153 | $623K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +12.1% | 3,153 | $623K |
| Collaborative Wealth Managment Inc. | 0.26% | No change | 3,149 | $622K |
| Keybank National Association | 0.00% | Add +4.9% | 3,140 | $620K |
| Merited Wealth, LLC | 0.44% | Reduce -6.6% | 3,129 | $618K |
| Topel & Distasi Wealth Management, LLC | 0.30% | No change | 3,107 | $614K |
| Quantum Financial Partners LLC | 0.31% | — | 3,101 | $613K |
| Argent Advisors, Inc. | 0.15% | No change | 3,100 | $613K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -1.9% | 3,097 | $612K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.2% | 3,094 | $611K |
| Inspire Advisors, LLC | 0.04% | Reduce -10.3% | 3,083 | $609K |
| Facet Wealth, Inc. | 0.01% | Reduce -18.2% | 3,046 | $602K |
| Rollins Financial Advisors, LLC | 0.08% | Add +0.1% | 3,035 | $600K |
| Aviso Wealth Management | 0.20% | No change | 3,025 | $598K |
| Synergy Investment Management, LLC | 0.14% | Add +103.0% | 2,948 | $596K |
| Grantvest Financial Group LLC | 0.34% | Reduce -1.0% | 3,000 | $593K |
| First Bancorp, Inc | 0.23% | No change | 3,000 | $593K |
| Horizon Financial Services, LLC | 0.23% | Add +43.8% | 2,994 | $592K |
| Revisor Wealth Management LLC | 0.14% | Add +18.5% | 2,988 | $590K |
| Zions Bancorporation, National Association | 0.04% | Reduce -13.7% | 2,986 | $590K |
| Wesbanco Bank Inc. | 0.01% | Reduce -16.2% | 2,973 | $587K |
| Tactive Advisors, LLC | 0.14% | Add +2.0% | 2,972 | $587K |
| Tme Financial, Inc. | 0.36% | Add +7.7% | 2,962 | $585K |
| Brooklyn FI, LLC | 0.11% | Add +0.6% | 2,883 | $585K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,943 | $582K |
| Yoder Wealth Management, Inc. | 0.22% | No change | 2,907 | $574K |
| Murphy Pohlad Asset Management LLC | 0.20% | Reduce -6.0% | 2,901 | $573K |
| Signaturefd, LLC | 0.01% | Add +9.2% | 2,887 | $571K |
| Kelsey Financial, LLC | 0.43% | No change | 2,876 | $568K |
| Courier Capital LLC | 0.03% | Reduce -2.1% | 2,868 | $567K |
| Old North State Wealth Management, LLC | 0.24% | Reduce -2.3% | 2,859 | $567K |
| Baldwin Investment Management, LLC | 0.05% | Add +0.4% | 2,859 | $565K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.8% | 2,856 | $564K |
| Joseph P. Lucia & Associates, LLC | 0.17% | Reduce -3.2% | 2,849 | $563K |
| Diversified Enterprises, LLC | 0.03% | Reduce -1.9% | 2,845 | $562K |
| BCS Wealth Management | 0.10% | No change | 2,830 | $559K |
| Fulton Bank, N.A. | 0.02% | No change | 2,824 | $558K |
| Brady Martz Wealth Solutions, LLC | 0.08% | No change | 2,819 | $557K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.0% | 2,817 | $557K |
| Kendall Capital Management | 0.09% | Reduce -24.5% | 2,810 | $555K |
| Essex Bank | 0.12% | Add +6.8% | 2,810 | $555K |
| MOR Wealth Management, LLC | 0.22% | No change | 2,800 | $553K |
| American Money Management, LLC | 0.08% | Reduce -7.1% | 2,797 | $553K |
| Everest Financial Group LLC | 0.07% | Reduce -3.0% | 2,790 | $551K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.4% | 2,784 | $550K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.7% | 2,769 | $547K |
| Winebrenner Capital Management LLC | 0.33% | Reduce -4.0% | 2,766 | $546K |
| QTR Family Wealth, LLC | 0.19% | Reduce -6.1% | 2,736 | $541K |
| Private Trust Co. NA | 0.04% | Reduce -1.8% | 2,721 | $538K |
| Asempa Wealth Advisors | 0.41% | Reduce -15.9% | 2,703 | $534K |
| Investments & Financial Planning, LLC | 0.25% | Add +0.4% | 2,674 | $528K |
| Richardson Financial Services Inc. | 0.30% | Add +35.0% | 2,663 | $526K |
| VSM Wealth Advisory, LLC | 0.14% | Reduce -12.6% | 2,662 | $526K |
| Curated Wealth Partners LLC | 0.06% | Reduce -12.6% | 2,636 | $521K |
| Quad-Cities Investment Group, LLC | 0.19% | Reduce -0.3% | 2,633 | $520K |
| Canandaigua National Bank & Trust Co. | 0.04% | — | 2,628 | $519K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -36.4% | 2,625 | $519K |
| Christine Messmer PC | 0.29% | Add +0.5% | 2,621 | $518K |
| Financial Freedom, LLC | 0.24% | Add +0.3% | 2,617 | $517K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 2,515 | $515K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -2.1% | 2,605 | $515K |
| Clarity Capital Advisors, LLC | 0.22% | Add +1.6% | 2,598 | $513K |
| Evanson Financial, LLC | 0.03% | — | 2,595 | $513K |
| Capital Asset Managemnet, LLC | 1.14% | No change | 2,571 | $508K |
| Retirement Planning Group, LLC | 0.01% | Add +30.2% | 2,563 | $506K |
| Legacy Wealth Managment, LLC | 0.21% | Add +12.0% | 2,554 | $505K |
| MCF Advisors LLC | 0.02% | Add +18.8% | 2,549 | $504K |
| L2 Asset Management, LLC | 0.05% | New | 2,526 | $499K |
| Freestone Capital Holdings, LLC | 0.01% | Add +4.1% | 2,510 | $496K |
| Harpswell Capital Advisors, LLC | 0.32% | Reduce -7.4% | 2,500 | $494K |
| Atlatl Advisers LLC | 0.12% | No change | 2,495 | $493K |
| AlphaCore Capital LLC | 0.01% | Add +0.4% | 2,471 | $488K |
| GWN Securities Inc. | 0.08% | Add +3.7% | 2,467 | $487K |
| Range Advisory, LLC | 0.06% | Reduce -1.2% | 2,466 | $487K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,451 | $484K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | No change | 2,444 | $483K |
| StoneX Group Inc. | 0.02% | Reduce -2.3% | 2,427 | $481K |
| Bank of Marin | 0.34% | Add +6.0% | 2,435 | $481K |
| Tyche Wealth Partners LLC | 0.07% | No change | 2,420 | $478K |
| Lake Street Private Wealth, LLC | 0.05% | Add +0.0% | 2,419 | $478K |
| Bailard, Inc. | 0.01% | No change | 2,414 | $477K |
| WP Advisors, LLC | 0.12% | Reduce -32.2% | 2,413 | $477K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -30.4% | 2,411 | $476K |
| Sterling Investment Counsel, LLC | 0.11% | Reduce -5.0% | 2,410 | $476K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.1% | 2,410 | $476K |
| Beckerman Institutional, LLC | 0.22% | No change | 2,390 | $472K |
| Sapient Capital LLC | 0.01% | Add +7.0% | 2,386 | $471K |
| First Citizens Bank & Trust Co. | 0.01% | Add +4.0% | 2,377 | $470K |
| Beacon Financial Group | 0.04% | Add +0.0% | 2,370 | $468K |
| Breakwater Capital Group | 0.06% | Reduce -0.6% | 2,358 | $466K |
| Balboa Wealth Partners | 0.06% | Add +0.1% | 2,354 | $465K |
| Smith Thornton Advisors LLC | 0.20% | No change | 2,298 | $465K |
| Prairie Advisory, LLC | 0.11% | — | 2,352 | $465K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -12.0% | 2,344 | $463K |
| Bridges Investment Management Inc. | 0.01% | Add +8.1% | 2,342 | $463K |
| Blossom Wealth Management | 0.65% | No change | 2,339 | $462K |
| Western Wealth Management, LLC | 0.01% | Reduce -7.6% | 2,304 | $455K |
| Crane Advisory, LLC | 0.06% | No change | 2,213 | $450K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -24.5% | 2,277 | $450K |
| Sierra Capital LLC | 0.04% | Add +5.1% | 2,272 | $449K |
| Forum Private Client Group LLC | 0.13% | Add +1.6% | 2,263 | $447K |
| Note Advisors, LLC | 0.19% | Reduce -0.5% | 2,263 | $447K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.9% | 2,262 | $447K |
| LMG Wealth Partners, LLC | 0.07% | Add +0.5% | 2,258 | $446K |
| North Capital, Inc. | 0.34% | Add +0.5% | 2,251 | $445K |
| Sonata Capital Group Inc. | 0.14% | No change | 2,245 | $444K |
| TPG Financial Advisors, LLC | 0.13% | Reduce -0.6% | 2,241 | $443K |
| Northwest Bancshares, Inc. | 0.08% | Reduce -2.1% | 2,217 | $438K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 2,214 | $437K |
| Dakota Wealth Management | 0.01% | Reduce -36.5% | 2,214 | $437K |
| Elevation Wealth Partners, LLC | 0.13% | Reduce -11.3% | 2,187 | $432K |
| Whalerock Point Partners, LLC | 0.08% | Add +3.8% | 2,176 | $430K |
| Compass Capital Management, Inc. | 0.03% | No change | 2,170 | $429K |
| IFG Advisory, LLC | 0.01% | New | 2,168 | $428K |
| Compass Ion Advisors, LLC | 0.04% | No change | 2,166 | $428K |
| Klingman & Associates, LLC | 0.02% | Reduce -2.0% | 2,165 | $428K |
| Family Investment Center, Inc. | 0.07% | Reduce -0.2% | 2,154 | $426K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -6.4% | 2,149 | $425K |
| Forum Financial Management, LP | 0.01% | Reduce -0.8% | 2,147 | $424K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -29.4% | 2,142 | $423K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -2.0% | 2,118 | $423K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 2,140 | $423K |
| G2 Capital Management, LLC / Oh | 0.09% | No change | 2,139 | $423K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.5% | 2,123 | $420K |
| ARK & TLK Investments, LLC | 0.10% | No change | 2,113 | $418K |
| Wilkerson Advisory Group LLC | 0.13% | Add +0.3% | 2,110 | $417K |
| Strategic Advisors LLC | 0.09% | Reduce -92.4% | 2,110 | $417K |
| Evergreen Wealth Partners LLC | 0.25% | Add +0.1% | 2,101 | $415K |
| Fearless Solutions, LLC dba Best Invest | 0.22% | No change | 2,099 | $415K |
| Wrapmanager Inc. | 0.13% | Reduce -0.1% | 2,092 | $413K |
| BIP Wealth, LLC | 0.01% | Add +13.5% | 2,092 | $413K |
| Sage Rhino Capital LLC | 0.07% | Add +0.1% | 2,077 | $410K |
| Eagle Harbor Asset Management Inc. | 0.32% | Reduce -4.3% | 2,071 | $409K |
| HSBC Holdings PLC | 0.00% | No change | 2,052 | $405K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.0% | 2,042 | $403K |
| Plancorp, LLC | 0.01% | Add +4.1% | 1,984 | $401K |
| Tower Bridge Advisors | 0.04% | Add +5.2% | 2,025 | $400K |
| Legacy Wealth Partners, LLC | 0.09% | Reduce -1.7% | 2,011 | $397K |
| waypoint wealth counsel | 0.25% | No change | 2,005 | $396K |
| Navis Wealth Advisors, LLC | 0.15% | No change | 2,000 | $395K |
| Embree Financial Group | 0.04% | Add +0.1% | 1,996 | $394K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,992 | $394K |
| West Bancorporation Inc. | 0.17% | No change | 1,991 | $393K |
| Eagle Bay Advisors LLC | 0.29% | No change | 1,985 | $392K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -20.4% | 1,983 | $392K |
| Maseco LLP | 0.01% | No change | 1,970 | $389K |
| Finward Bancorp | 0.29% | No change | 1,962 | $388K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +0.5% | 1,958 | $387K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +20.1% | 1,957 | $387K |
| Wealthspire Retirement, LLC | 0.02% | Add +42.1% | 1,957 | $387K |
| Heritage Wealth Advisors | 0.01% | No change | 1,949 | $385K |
| Mosaic Financial Group, LLC | 0.25% | Reduce -8.7% | 1,943 | $384K |
| Long Island Wealth Management, Inc. | 0.16% | No change | 1,943 | $384K |
| Lowery Thomas, LLC | 0.19% | Add +0.5% | 1,935 | $382K |
| Outbound Financial Inc | 0.25% | Add +15.1% | 1,931 | $382K |
| Townsend & Associates, Inc | 0.03% | No change | 1,885 | $380K |
| Comprehensive Money Management Services LLC | 0.24% | Add +2.7% | 1,915 | $378K |
| Sovran Advisors, LLC | 0.03% | Add +12.7% | 1,815 | $377K |
| Truepoint, Inc. | 0.01% | Reduce -48.7% | 1,900 | $375K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,899 | $375K |
| Greenspring Advisors, LLC | 0.02% | No change | 1,897 | $375K |
| Wealthspan Partners, LLC | 0.12% | Add +16.0% | 1,891 | $374K |
| Colton Groome Financial Advisors, LLC | 0.09% | New | 1,882 | $372K |
| LWM Advisors Inc. | 0.32% | Reduce -2.0% | 1,878 | $371K |
| COFG Advisors, LLC | 0.06% | New | 1,877 | $371K |
| Waller Financial Planning Group, Inc. | 0.08% | Reduce -15.7% | 1,870 | $369K |
| Tsfg, LLC | 0.05% | Add +0.1% | 1,855 | $367K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -1.3% | 1,855 | $367K |
| Deutsche Bank AG | 0.00% | No change | 1,855 | $367K |
| HTG Investment Advisors, Inc. | 0.09% | No change | 1,850 | $366K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.3% | 1,849 | $365K |
| Sylvest Advisors, LLC | 0.16% | New | 1,844 | $364K |
| Ethos Financial Group, LLC | 0.02% | No change | 1,764 | $363K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -5.6% | 1,835 | $363K |
| Simplicity Wealth,LLC | 0.01% | Reduce -7.0% | 1,832 | $362K |
| Atwood & Palmer Inc. | 0.02% | No change | 1,831 | $362K |
| Rossmore Private Capital | 0.03% | No change | 1,829 | $361K |
| Verum Partners LLC | 0.05% | No change | 1,825 | $361K |
| Caldwell Trust Co | 0.03% | Add +23.3% | 1,815 | $359K |
| SkyOak Wealth, LLC | 0.06% | No change | 1,786 | $353K |
| Roundview Capital LLC | 0.02% | Add +7.1% | 1,765 | $349K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +52.0% | 1,754 | $347K |
| Ameliora Wealth Management Ltd. | 0.10% | No change | 1,750 | $346K |
| Compass Advisory Group LLC | 0.08% | Reduce -7.4% | 1,745 | $345K |
| Guidance Capital, Inc. | 0.07% | No change | 1,687 | $343K |
| Pacific Park Financial, Inc. | 0.20% | New | 1,733 | $342K |
| Silver Coast Investments LLC | 0.10% | Add +1.5% | 1,729 | $342K |
| Xcelsior Advisor Partners LLC | 0.04% | Add +30.6% | 1,715 | $339K |
| Venture Visionary Partners LLC | 0.01% | Add +0.5% | 1,701 | $336K |
| Factor Wealth Management LTD | 0.05% | Reduce -10.5% | 1,699 | $336K |
| Livet Wealth, LLC | 0.19% | Add +0.1% | 1,684 | $333K |
| Fiduciary Financial Advisors | 0.03% | New | 1,686 | $332K |
| Paulson Wealth Management Inc. | 0.07% | No change | 1,678 | $332K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -2.0% | 1,672 | $330K |
| Valmark Advisers, Inc. | 0.00% | Reduce -11.7% | 1,658 | $328K |
| Towerpoint Wealth, LLC | 0.11% | No change | 1,655 | $327K |
| Wealth Effects LLC | 0.09% | Add +0.7% | 1,653 | $327K |
| Comprehensive Financial Planning, Inc. | 0.17% | Add +0.4% | 1,651 | $326K |
| Prospera Capital Management, LLC | 0.10% | No change | 1,631 | $326K |
| Barnes Pettey Financial Advisors, LLC | 0.10% | Add +1.7% | 1,644 | $325K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,755 | $323K |
| Ares Financial Consulting, LLC | 0.23% | No change | 1,631 | $322K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -6.1% | 1,610 | $318K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 1,604 | $317K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +1.5% | 1,603 | $317K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,603 | $317K |
| Summitry LLC | 0.01% | New | 1,600 | $316K |
| Cypress Capital Group | 0.03% | New | 1,592 | $315K |
| Jim Saulnier & Associates, LLC | 0.13% | Add +43.2% | 1,591 | $314K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -22.9% | 1,582 | $313K |
| Lodestone Wealth Management LLC | 0.11% | Reduce -0.1% | 1,576 | $311K |
| Cravens & Co Advisors, LLC | 0.21% | No change | 1,560 | $308K |
| Paces Ferry Wealth Advisors, LLC | 0.12% | Add +5.9% | 1,558 | $308K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 1,556 | $307K |
| Sei Investments Co. | 0.00% | Add +22.8% | 1,533 | $303K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.1% | 1,532 | $303K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 1,524 | $301K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,524 | $301K |
| Parcion Private Wealth LLC | 0.02% | Reduce -66.1% | 1,518 | $300K |
| Meriwether Wealth & Planning, LLC | 0.15% | Add +7.8% | 1,514 | $299K |
| Quaker Wealth Management, LLC | 0.09% | Add +0.1% | 1,514 | $299K |
| Prudent Investors Network, Inc. | 0.06% | No change | 1,503 | $297K |
| Cadence Wealth Management LLC | 0.13% | Reduce -3.2% | 1,502 | $297K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,500 | $296K |
| Cove Private Wealth, LLC | 0.06% | No change | 1,500 | $296K |
| Optivise Advisory Services LLC | 0.15% | No change | 1,489 | $294K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -31.3% | 1,487 | $294K |
| JPL Wealth Management, LLC | 0.06% | No change | 1,487 | $294K |
| Bernicke Wealth Management, Ltd. | 0.03% | Reduce -26.7% | 1,485 | $293K |
| Holderness Investments Co. | 0.05% | Reduce -4.1% | 1,479 | $292K |
| TruNorth Capital Management, LLC | 0.05% | No change | 1,472 | $291K |
| Panoramic Investment Advisors, LLC | 0.14% | Add +0.4% | 1,468 | $290K |
| City State Bank | 0.07% | No change | 1,467 | $290K |
| Coastline Trust Co | 0.03% | No change | 1,460 | $288K |
| Operose Advisors LLC | 0.06% | Add +0.3% | 1,449 | $286K |
| Patten & Patten Inc. | 0.02% | No change | 1,448 | $286K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.3% | 1,434 | $285K |
| Element Wealth, LLC | 0.11% | Reduce -0.1% | 1,440 | $285K |
| Legacy Bridge, LLC | 0.09% | Add +1.1% | 1,440 | $285K |
| Legacy Financial Advisors, Inc. | 0.03% | Reduce -0.9% | 1,428 | $282K |
| Richmond Investment Services, LLC | 0.09% | Reduce -61.1% | 1,425 | $282K |
| Dodds Wealth, LLC | 0.06% | No change | 1,423 | $281K |
| Atticus Wealth Management, LLC | 0.07% | Add +5.0% | 1,420 | $281K |
| Theory Financial LLC | 0.09% | No change | 1,406 | $278K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 1,405 | $278K |
| Bogart Wealth, LLC | 0.01% | Add +16.8% | 1,397 | $276K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -25.8% | 1,392 | $275K |
| Mma Asset Management LLC | 0.09% | Reduce -96.5% | 1,391 | $275K |
| Claro Advisors Inc. | 0.03% | Reduce -3.5% | 1,387 | $274K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -3.1% | 1,387 | $274K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -4.3% | 1,387 | $274K |
| GAMMA Investing LLC | 0.01% | No change | 1,376 | $272K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,327 | $272K |
| Colony Family Offices, LLC | 0.06% | No change | 1,375 | $272K |
| Opal Wealth Advisors, LLC | 0.06% | Add +42.3% | 1,375 | $272K |
| Gemmer Asset Management LLC | 0.02% | Add +0.4% | 1,373 | $271K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 1,368 | $270K |
| Oxbow Advisors, LLC | 0.02% | Reduce -1.9% | 1,364 | $270K |
| Certuity, LLC | 0.01% | New | 1,360 | $269K |
| Round Rock Advisors LLC | 0.03% | Reduce -6.5% | 1,359 | $269K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -2.2% | 1,327 | $267K |
| Cooper Financial Group | 0.02% | Add +12.5% | 1,351 | $267K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 1,347 | $266K |
| Optima Capital LLC | 0.11% | No change | 1,347 | $266K |
| Robinson Smith Wealth Advisors LLC | 0.16% | No change | 1,345 | $266K |
| Redmond Asset Management, LLC | 0.07% | No change | 1,339 | $265K |
| Ellenbecker Investment Group | 0.03% | Add +18.2% | 1,332 | $263K |
| Foundry Financial LLC | 0.09% | Add +6.9% | 1,328 | $262K |
| Proffitt & Goodson Inc. | 0.04% | No change | 1,323 | $261K |
| VestGen Advisors, LLC | 0.01% | New | 1,323 | $261K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -10.4% | 1,321 | $261K |
| Ceera Investments, LLC | 0.11% | No change | 1,320 | $261K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -0.7% | 1,313 | $259K |
| Wealth Watch Advisors, INC | 0.08% | No change | 1,312 | $259K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Add +0.1% | 1,312 | $259K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +5.8% | 1,287 | $254K |
| 1 North Wealth Services LLC | 0.08% | Reduce -10.6% | 1,278 | $253K |
| Brown Financial Advisory | 0.11% | Reduce -16.4% | 1,277 | $252K |
| Spinnaker Investment Group, LLC | 0.04% | Add +2.8% | 1,274 | $252K |
| Marquette Associates, Inc. | 0.18% | No change | 1,267 | $250K |
| Thompson Davis & Co., Inc. | 0.15% | No change | 1,249 | $247K |
| Oak Harvest Investment Services | 0.02% | Reduce -26.6% | 1,249 | $247K |
| Advance Capital Management, Inc. | 0.01% | Add +12.7% | 1,246 | $246K |
| Kennedy Capital Management LLC | 0.00% | Reduce -82.8% | 1,239 | $245K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,237 | $245K |
| Berger Financial Group, Inc | 0.01% | Add +0.1% | 1,237 | $244K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 1,230 | $243K |
| Blalock Williams, LLC | 0.16% | No change | 1,229 | $243K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 1,313 | $242K |
| Sargent Investment Group, LLC | 0.03% | No change | 1,213 | $240K |
| FPC Investment Advisory, Inc. | 0.11% | No change | 1,182 | $240K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -10.7% | 1,181 | $239K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Add +3.9% | 1,207 | $239K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.8% | 1,203 | $238K |
| Cottage Street Advisors LLC | 0.09% | Reduce -10.3% | 1,204 | $238K |
| Blom & Howell Financial Planning, Inc. | 0.20% | Reduce -1.1% | 1,203 | $238K |
| Jeppson Wealth Management, LLC | 0.07% | Reduce -0.4% | 1,200 | $237K |
| Meredith Wealth Planning | 0.06% | No change | 1,198 | $237K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.6% | 1,188 | $235K |
| Level Financial Advisors | 0.05% | Add +0.1% | 1,187 | $234K |
| Obermeyer Wealth Partners | 0.01% | New | 1,177 | $233K |
| Pekin Hardy Strauss, Inc. | 0.02% | Reduce -0.8% | 1,177 | $233K |
| Mayfair Advisory Group, LLC | 0.07% | Reduce -3.4% | 1,132 | $232K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,170 | $231K |
| Cahaba Wealth Management, Inc. | 0.01% | Add +0.1% | 1,169 | $231K |
| CGN Advisors LLC | 0.02% | Reduce -1.4% | 1,168 | $231K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -1.9% | 1,167 | $231K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,150 | $227K |
| Newman Dignan & Sheerar, Inc. | 0.04% | Add +0.3% | 1,148 | $227K |
| Freedom Financial Partners LLC | 0.07% | Reduce -2.4% | 1,142 | $226K |
| Asset Dedication, LLC | 0.01% | Add +94.7% | 1,141 | $225K |
| FFT Wealth Management LLC | 0.04% | No change | 1,139 | $225K |
| Cerro Pacific Wealth Advisors LLC | 0.05% | New | 1,138 | $225K |
| Cornerstone National Bank & Trust Co | 0.08% | No change | 1,133 | $225K |
| Axis Wealth Partners, LLC | 0.11% | New | 1,134 | $224K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -0.4% | 1,131 | $223K |
| Saxony Capital Management, LLC | 0.10% | No change | 1,130 | $223K |
| Montag A & Associates Inc. | 0.01% | No change | 1,130 | $223K |
| Allred Capital Management, LLC | 0.07% | No change | 1,127 | $223K |
| Florida Financial Advisors, LLC | 0.04% | Reduce -24.1% | 1,127 | $223K |
| Rockwood Wealth Management, LLC | 0.01% | Reduce -0.1% | 1,120 | $221K |
| Uhlmann Price Securities, LLC | 0.01% | New | 1,118 | $221K |
| Fisher Asset Management | 0.00% | Reduce -43.2% | 1,116 | $221K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -2.6% | 1,109 | $219K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,102 | $218K |
| Armbruster Capital Management, Inc. | 0.03% | No change | 1,098 | $217K |
| Monument Group Wealth Advisors, LLC | 0.10% | No change | 1,091 | $216K |
| FSM Wealth Advisors, LLC | 0.02% | Add +0.2% | 1,090 | $215K |
| Successful Portfolios LLC | 0.10% | New | 1,075 | $215K |
| Financial Partners Group, Inc | 0.02% | No change | 1,089 | $215K |
| Citadel Advisors | 0.00% | Reduce -80.1% | 1,086 | $215K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,086 | $215K |
| Independent Solutions Wealth Management, LLC | 0.03% | New | 1,084 | $214K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 1,081 | $214K |
| XML Financial, LLC | 0.02% | New | 1,080 | $213K |
| Alexander Labrunerie & Co., Inc. | 0.08% | New | 1,079 | $213K |
| Verisail Partners, LLC | 0.08% | New | 1,079 | $213K |
| OFS Enterprise LLC | 0.05% | New | 1,079 | $213K |
| BOS Asset Management, LLC | 0.05% | New | 1,077 | $213K |
| Holos Integrated Wealth LLC | 0.10% | No change | 1,048 | $210K |
| Geometric Wealth Advisors | 0.02% | New | 1,058 | $209K |
| Noble Wealth Management PBC | 0.10% | Reduce -4.5% | 1,057 | $209K |
| truNorth Financial Services, Inc. | 0.19% | New | 1,050 | $207K |
| Mainsail Asset Management, LLC | 0.08% | New | 1,022 | $207K |
| Rockland Trust Co. | 0.01% | New | 1,048 | $207K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | New | 1,047 | $207K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,037 | $206K |
| Greatmark Investment Partners, Inc. | 0.02% | New | 1,042 | $206K |
| Arbor Investment Advisors, LLC | 0.02% | New | 1,038 | $205K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 1,037 | $205K |
| Titleist Asset Management, LLC | 0.01% | Reduce -31.2% | 1,036 | $205K |
| Spirepoint Private Client, LLC | 0.02% | New | 1,035 | $205K |
| HM Payson & Co. | 0.00% | No change | 1,030 | $204K |
| Hollow Brook Wealth Management LLC | 0.04% | New | 1,028 | $203K |
| Curio Wealth, LLC | 0.06% | Reduce -19.9% | 1,026 | $203K |
| Gradient Investments LLC | 0.00% | New | 1,026 | $203K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -14.1% | 1,021 | $202K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,022 | $202K |
| WNY Asset Management, LLC | 0.02% | New | 1,021 | $202K |
| Balefire, LLC | 0.03% | New | 1,021 | $202K |
| Tanager Wealth Management LLP | 0.02% | Reduce -23.2% | 1,019 | $201K |
| Total Clarity Wealth Management, Inc. | 0.04% | New | 1,018 | $201K |
| Certified Advisory Corp | 0.02% | Reduce -8.9% | 1,017 | $201K |
| Partners in Financial Planning | 0.03% | New | 1,017 | $201K |
| First PREMIER Bank | 0.03% | No change | 981 | $194K |
| St Germain D J Co. Inc. | 0.01% | No change | 979 | $193K |
| Rossby Financial, LCC | 0.04% | Add +3.3% | 978 | $193K |
| Concord Wealth Partners | 0.02% | New | 977 | $193K |
| Greykasell Wealth Strategies, Inc. | 0.07% | No change | 919 | $182K |
| Aberdeen Wealth Management LLC | 0.09% | Reduce -21.6% | 902 | $178K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.1% | 895 | $177K |
| Pacific Center for Financial Services | 0.04% | No change | 879 | $174K |
| GoalVest Advisory LLC | 0.03% | Reduce -6.5% | 863 | $171K |
| Anchor Investment Management, LLC | 0.01% | Reduce -6.7% | 848 | $168K |
| Private Wealth Management Group, LLC | 0.04% | Add +0.1% | 821 | $162K |
| Financial Perspectives, Inc | 0.04% | No change | 820 | $162K |
| Downshift Financial, LLC | 0.07% | New | 817 | $161K |
| Chapman Financial Group, LLC | 0.10% | No change | 793 | $157K |
| International Assets Investment Management, LLC | 0.01% | Add +65.3% | 790 | $157K |
| Colonial Trust Advisors | 0.01% | No change | 781 | $154K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 769 | $152K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -6.2% | 747 | $149K |
| Matrix Private Capital Group LLC | 0.06% | Add +0.1% | 751 | $148K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 745 | $147K |
| Basepoint Wealth LLC | 0.08% | Add +29.7% | 738 | $146K |
| Center for Financial Planning, Inc. | 0.01% | No change | 736 | $145K |
| New Republic Capital, LLC | 0.03% | No change | 734 | $145K |
| Sunrise Financial Services, LLC | 0.08% | Reduce -4.6% | 705 | $139K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 700 | $138K |
| Tradewinds Capital Management, LLC | 0.02% | Add +0.6% | 687 | $136K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 680 | $134K |
| Kroeger Financial Partners | 0.13% | — | 679 | $134K |
| Salomon & Ludwin, LLC | 0.01% | No change | 667 | $132K |
| Marshall Investment Management, LLC | 0.05% | Reduce -25.5% | 660 | $130K |
| Birchbrook, Inc. | 0.06% | Reduce -7.0% | 625 | $124K |
| Blue Trust, Inc. | 0.00% | Reduce -17.9% | 617 | $122K |
| Glen Eagle Advisors, LLC | 0.02% | Add +7.7% | 613 | $121K |
| Burk Holdings LLC | 0.04% | No change | 602 | $119K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 579 | $114K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -4.0% | 578 | $114K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 570 | $113K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 545 | $108K |
| Beacon Financial Strategies CORP | 0.05% | Add +110.5% | 543 | $107K |
| Evermay Wealth Management LLC | 0.01% | Add +14.2% | 540 | $107K |
| Armor Investment Advisors, LLC | 0.03% | No change | 495 | $98K |
| Sachetta, LLC | 0.05% | Reduce -4.4% | 480 | $95K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -5.3% | 479 | $95K |
| Evolution Wealth Management Inc. | 0.06% | Add +17.1% | 473 | $93K |
| MV Capital Management, Inc. | 0.01% | No change | 470 | $93K |
| Millstone Evans Group, LLC | 0.05% | Reduce -14.1% | 469 | $93K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -5.3% | 466 | $92K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -21.9% | 466 | $92K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 436 | $86K |
| Midwest Capital Advisors, LLC | 0.03% | No change | 432 | $85K |
| Olistico Wealth, LLC | 0.04% | No change | 430 | $85K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $84K |
| Cordant, Inc. | 0.03% | No change | 423 | $84K |
| Hanson & Doremus Investment Management | 0.01% | No change | 413 | $82K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -12.9% | 405 | $80K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 388 | $77K |
| NBH Bank | 0.03% | — | 378 | $75K |
| Wagner Wealth Management, LLC | 0.01% | Add +5.6% | 377 | $74K |
| MeadowBrook Investment Advisors LLC | 0.06% | Reduce -17.6% | 375 | $74K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 371 | $73K |
| NBT Bank, N.A. | 0.00% | Reduce -5.6% | 369 | $73K |
| Fiduciary Advisors, Inc. | 0.05% | Add +0.6% | 359 | $71K |
| Trust Co. of Toledo NA | 0.01% | No change | 357 | $71K |
| Hamilton Point Investment Advisors, LLC | 0.01% | Add +173.1% | 355 | $70K |
| Bfsg, LLC | 0.01% | No change | 353 | $70K |
| Rothschild Investment LLC | 0.00% | No change | 351 | $69K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.6% | 330 | $65K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.3% | 305 | $60K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $59K |
| Raffa Wealth Management, LLC | 0.01% | No change | 296 | $59K |
| Maryland Capital Advisors Inc. | 0.02% | — | 295 | $58K |
| Entrust Financial LLC | 0.04% | Add +0.3% | 293 | $58K |
| Abound Wealth Management | 0.01% | Reduce -1.4% | 286 | $57K |
| Fairman Group, LLC | 0.04% | No change | 284 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 278 | $55K |
| Catherine Avery Investment Management LLC | 0.02% | New | 254 | $50K |
| Hurley Capital, LLC | 0.02% | Add +8.5% | 243 | $48K |
| Allianz SE | 0.00% | No change | 237 | $47K |
| Bullock Wealth Management Group | 0.02% | Add +0.4% | 234 | $46K |
| PlanVest Financial, Inc | 0.03% | Reduce -14.9% | 229 | $45K |
| Caitlin John, LLC | 0.02% | Add +0.4% | 228 | $45K |
| Register Financial Advisors LLC | 0.01% | Add +2366.7% | 222 | $44K |
| Marquette Asset Management, LLC | 0.01% | No change | 219 | $43K |
| Align Financial, LLC | 0.02% | No change | 218 | $43K |
| West Financial Advisors, LLC | 0.01% | No change | 218 | $43K |
| Cornerstone Financial Management LLC | 0.03% | No change | 217 | $43K |
| MRP Capital Investments, LLC | 0.03% | No change | 215 | $42K |
| RMG Wealth Management LLC | 0.00% | New | 200 | $42K |
| Triumph Capital Management | 0.01% | Add +7.8% | 208 | $41K |
| Toth Financial Advisory Corp. | 0.00% | New | 201 | $40K |
| Hamrick Investment Counsel, llc | 0.03% | No change | 200 | $40K |
| Tompkins Financial Corp. | 0.00% | No change | 200 | $40K |
| Oakmont Advisory Group, LLC | 0.03% | New | 194 | $38K |
| West Branch Capital LLC | 0.01% | No change | 194 | $38K |
| Cape Investment Advisory, Inc. | 0.01% | New | 189 | $37K |
| Crews Bank & Trust | 0.00% | No change | 186 | $37K |
| Oxford Financial Group, LTD. LLC | 0.00% | Add +411.4% | 179 | $35K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +7.3% | 176 | $35K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 177 | $35K |
| Compass Financial Management LLC | 0.00% | — | 160 | $33K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 167 | $33K |
| Roxbury Financial LLC | 0.03% | No change | 166 | $33K |
| EPG Wealth Management LLC | 0.01% | No change | 166 | $33K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 159 | $31K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 157 | $31K |
| Robinswood Financial LLC | 0.01% | No change | 156 | $31K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -27.5% | 150 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 148 | $29K |
| Breakwater Investment Management | 0.01% | No change | 135 | $27K |
| Dunhill Financial, LLC | 0.01% | No change | 134 | $26K |
| SouthState Bank Corp | 0.00% | No change | 133 | $26K |
| Main Street Group, LTD | 0.01% | No change | 132 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 132 | $26K |
| Financial Gravity Companies, Inc. | 0.00% | — | 123 | $24K |
| LifeSteps Financial, Inc. | 0.01% | New | 109 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 107 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 107 | $21K |
| First Community Trust NA | 0.01% | No change | 106 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 100 | $20K |
| Strive Financial Group ,LLC | 0.01% | Add +60.0% | 96 | $19K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 94 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 91 | $18K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +8.5% | 89 | $18K |
| Tower View Wealth Management LLC | 0.01% | No change | 87 | $17K |
| National Bank of Canada | 0.00% | No change | 87 | $17K |
| McGuire Capital Advisors Inc. | 0.01% | New | 86 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | Add +6.5% | 82 | $16K |
| Quent Capital, LLC | 0.00% | New | 79 | $16K |
| Pingora Partners LLC | 0.01% | No change | 78 | $15K |
| Strategic Advocates LLC | 0.06% | No change | 78 | $15K |
| Regatta Research & Money Management | 0.01% | — | 78 | $15K |
| BankPlus Trust Department | 0.00% | No change | 71 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 69 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 64 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 61 | $12K |
| Westend Capital Management, LLC | 0.00% | New | 60 | $12K |
| Your Advocates Ltd., LLP | 0.00% | No change | 58 | $11K |
| MilWealth Group LLC | 0.00% | No change | 58 | $11K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -49.1% | 56 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 56 | $11K |
| Creative Capital Management Investments LLC | 0.00% | New | 55 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 53 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 53 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | Reduce -27.8% | 52 | $10K |
| WealthCollab, LLC | 0.00% | Add +1150.0% | 50 | $10K |
| Vima LLC | 0.01% | — | 49 | $10K |
| United Financial Planning Group LLC | 0.00% | No change | 49 | $10K |
| Winch Advisory Services, LLC | 0.00% | No change | 49 | $10K |
| Kingdom Financial Group LLC. | 0.00% | Add +182.3% | 48 | $10K |
| Wells Financial Advisors INC | 0.08% | No change | 46 | $9K |
| Founders Capital Management | 0.00% | No change | 46 | $9K |
| Ballast Advisors LLC | 0.00% | No change | 45 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $9K |
| SJS Investment Consulting Inc. | 0.00% | No change | 44 | $9K |
| Walsh & Associates, LLC | 0.01% | No change | 44 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 40 | $8K |
| Frankly Finances, LLC | 0.01% | New | 42 | $8K |
| First Pacific Financial | 0.00% | No change | 38 | $8K |
| Global Trust Asset Management, LLC | 0.00% | No change | 31 | $6K |
| Eukles Asset Management | 0.00% | No change | 31 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 33 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -76.2% | 29 | $6K |
| SHP Wealth Management | 0.00% | No change | 27 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 26 | $5K |
| Graney & King, LLC | 0.00% | New | 26 | $5K |
| Markowski Investments | 0.00% | — | 26 | $5K |
| Integrity Financial Corp | 0.00% | No change | 25 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 25 | $5K |
| Tucker Asset Management LLC | 0.00% | Add +118.2% | 24 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -4.0% | 24 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 21 | $4K |
| First Financial Corp. | 0.00% | No change | 21 | $4K |
| Signature Equity Partners, LLC | 0.00% | Reduce -89.1% | 20 | $4K |
| Carolina Wealth Advisors, LLC | 0.00% | Reduce -94.7% | 20 | $4K |
| Networth Advisors, LLC | 0.00% | New | 19 | $4K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Reduce -42.4% | 19 | $4K |
| DecisionPoint Financial, LLC | 0.00% | New | 18 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $4K |
| 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 |
| Kennebec Savings Bank | 0.00% | No change | 15 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 14 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -12.5% | 14 | $3K |
| TFC Financial Management, Inc. | 0.00% | New | 13 | $3K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -52.2% | 11 | $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 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $1K |
| Longview Financial Advisors LLC | 0.00% | No change | 5 | $988 |
| IAG Wealth Partners, LLC | 0.00% | No change | 4 | $790 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -66.7% | 4 | $790 |
| Proathlete Wealth Management LLC | 0.00% | No change | 3 | $604 |
| MidFirst Bank | 0.00% | No change | 3 | $593 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 2 | $395 |
| Topsail Wealth Management, LLC | 0.00% | No change | 2 | $395 |
| RHL Group, LLC | 0.00% | Reduce -95.2% | 1 | $198 |
| Alerus Financial NA | 0.00% | No change | 1 | $198 |
| Logan Capital Management Inc. | 0.00% | — | 1 | $176 |
"% 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.