Vanguard Russell 1000 GrowthVONGETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 614 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 35 from Q1 2024. 72 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($2.8B), Avantax Advisory Services, Inc. ($998.7M) and Morgan Stanley ($570.4M). 5 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Russell 1000 Growth
- CUSIP
- 92206C680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $224.2M |
| Exits | 44 | $40.4M |
All 13F filers, Q1 2024 → Q2 2024: 8,971,479 shares bought and 9,520,799 shares sold, net −549,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 614 holders
| Bank of America Corp. | 0.27% | Add +0.9% | 29,953,911 | $2.8B |
| Avantax Advisory Services, Inc. | 7.12% | Reduce -1.1% | 10,646,248 | $998.7M |
| Morgan Stanley | 0.04% | Add +4.9% | 6,080,501 | $570.4M |
| LPL Financial LLC | 0.22% | Add +2.1% | 4,690,967 | $440.1M |
| Tiaa Trust, National Association | 1.33% | Add +3.3% | 4,605,875 | $432.1M |
| Citigroup Inc. | 0.39% | Reduce -2.4% | 4,349,291 | $408.0M |
| Ameriprise Financial Inc. | 0.11% | Reduce -62.1% | 4,285,466 | $402.1M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -0.2% | 3,849,814 | $361.2M |
| UBS Group AG | 0.10% | Add +3.9% | 3,442,557 | $322.9M |
| Equitable Holdings, Inc. | 3.31% | Add +2.4% | 3,353,171 | $314.6M |
| Sequoia Financial Advisors, LLC | 3.75% | Add +1.2% | 3,314,479 | $310.9M |
| Wells Fargo & Company | 0.08% | Add +0.3% | 3,241,544 | $304.1M |
| Commonwealth Equity Services, LLC | 0.30% | Add +8.8% | 2,038,491 | $191.2M |
| SageView Advisory Group, LLC | 11.40% | Add +2127.8% | 1,948,953 | $182.8M |
| Janney Montgomery Scott LLC | 0.55% | Add +1.0% | 1,925,729 | $180.7M |
| Truist Financial Corp. | 0.26% | Reduce -8.1% | 1,835,306 | $172.2M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +18.3% | 1,704,787 | $159.9M |
| HighTower Advisors, LLC | 0.21% | Reduce -0.6% | 1,428,542 | $134.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | New | 1,359,162 | $127.5M |
| Silvercrest Asset Management Group LLC | 0.80% | Add +0.6% | 1,248,809 | $117.2M |
| Quent Capital, LLC | 12.70% | Add +3.0% | 1,230,500 | $115.4M |
| Wealthquest Corp | 12.07% | Reduce -7.6% | 1,207,566 | $113.3M |
| Prudential Financial Inc. | 0.15% | Reduce -6.0% | 1,088,604 | $102.1M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -10.7% | 943,322 | $88.5M |
| First Hawaiian Bank | 2.50% | No change | 788,084 | $73.9M |
| Bank of Montreal | 0.02% | Reduce -4.4% | 769,797 | $73.2M |
| Comerica Bank | 0.30% | Reduce -1.3% | 765,364 | $71.8M |
| Raymond James & Associates | 0.05% | Add +2.8% | 755,052 | $70.8M |
| Pathstone Holdings, LLC | 0.31% | Add +1172.9% | 730,560 | $68.5M |
| Apollon Wealth Management, LLC | 2.06% | Reduce -1.4% | 722,167 | $67.7M |
| LPWM LLC | 22.31% | Add +0.6% | 663,642 | $64.6M |
| WestHill Financial Advisors, Inc. | 15.14% | Reduce -1.9% | 665,205 | $62.4M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 642,780 | $60.3M |
| Aaron Wealth Advisors LLC | 8.01% | Reduce -0.1% | 615,052 | $57.7M |
| CW Advisors, LLC | 0.89% | Add +0.3% | 596,997 | $56.0M |
| Nadler Financial Group, Inc. | 6.52% | Add +1.6% | 591,408 | $55.5M |
| Assetmark, Inc. | 0.16% | Reduce -24.1% | 553,221 | $51.9M |
| Valley Wealth Managers, Inc. | 3.95% | Add +4.8% | 528,940 | $49.6M |
| Waldron Private Wealth LLC | 2.20% | Reduce -1.6% | 523,251 | $49.2M |
| Global Strategic Investment Solutions, LLC | 5.83% | Reduce -18.3% | 514,047 | $48.2M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +14.2% | 513,700 | $48.2M |
| Osaic Holdings, Inc. | 0.11% | Add +7.0% | 500,374 | $46.9M |
| Hapanowicz & Associates Financial Services, Inc | 26.57% | Add +8.5% | 496,065 | $46.5M |
| Cetera Investment Advisers | 0.11% | Add +2.9% | 495,352 | $46.5M |
| Modera Wealth Management, LLC | 0.67% | Add +2.5% | 481,116 | $45.1M |
| LVW Advisors, LLC | 6.56% | Add +2.8% | 475,021 | $44.6M |
| Baltimore-Washington Financial Advisors, Inc. | 2.55% | Add +4.6% | 460,629 | $43.2M |
| Carolinas Wealth Consulting LLC | 8.09% | Reduce -4.0% | 481,549 | $41.9M |
| Edge Capital Group, LLC | 2.02% | Add +97.9% | 444,221 | $41.7M |
| Snowden Capital Advisors LLC | 1.25% | Reduce -2.1% | 441,789 | $41.5M |
| Bank of New York Mellon Corp | 0.01% | Add +0.2% | 440,686 | $41.3M |
| One Capital Management, LLC | 1.39% | Reduce -0.8% | 435,316 | $40.8M |
| First National Trust Co | 1.61% | Add +6.9% | 417,044 | $39.1M |
| Corient Private Wealth LP | 0.07% | Reduce -6.5% | 410,297 | $38.7M |
| Creative Financial Designs Inc. | 3.43% | Add +0.5% | 411,043 | $38.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 403,739 | $37.9M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.5% | 392,306 | $36.8M |
| MML Investors Services, LLC | 0.15% | Add +1.8% | 391,649 | $36.7M |
| Captrust Financial Advisors | 0.12% | Reduce -2.6% | 382,414 | $35.9M |
| Citizens & Northern Corp. | 10.97% | Reduce -7.9% | 373,999 | $35.1M |
| Fifth Third Bancorp | 0.13% | Add +10.1% | 367,349 | $34.5M |
| Stephens Inc. | 0.48% | Add +4.1% | 333,889 | $31.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 330,114 | $31.0M |
| Mariner, LLC | 0.06% | Add +2.4% | 330,077 | $31.0M |
| Commerce Bank | 0.19% | Reduce -1.4% | 319,951 | $30.0M |
| Clearstead Advisors, LLC | 0.50% | Add +62017.0% | 314,312 | $29.5M |
| Wealthspire Retirement, LLC | 2.45% | Reduce -0.3% | 311,497 | $29.2M |
| Windward Private Wealth Management Inc. | 11.73% | Reduce -5.8% | 308,885 | $29.0M |
| Cerity Partners LLC | 0.08% | Add +4.5% | 298,427 | $28.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.7% | 297,843 | $27.9M |
| Pegasus Partners Ltd. | 2.65% | Reduce -1.8% | 279,860 | $26.3M |
| Steele Capital Management, Inc. | 1.43% | Add +2.1% | 273,198 | $25.7M |
| Pacific Life Fund Advisors LLC | 2.39% | New | 255,767 | $24.0M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 251,598 | $23.6M |
| Strategic Financial Partners, Ltd. | 12.65% | Reduce -4.9% | 244,922 | $23.0M |
| Country Club Bank | 1.59% | Add +13.4% | 242,085 | $22.9M |
| M&T Bank Corp | 0.08% | Reduce -16.0% | 243,731 | $22.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.41% | Reduce -1.0% | 242,280 | $22.7M |
| Highland Financial Advisors, LLC | 8.31% | Reduce -8.0% | 238,199 | $22.3M |
| HBK Sorce Advisory LLC | 0.78% | Reduce -15.1% | 237,709 | $22.3M |
| Parkside Financial Bank & Trust | 3.32% | Add +4.4% | 224,903 | $21.1M |
| Summit X, LLC | 4.60% | New | 218,006 | $20.5M |
| Cambridge Associates LLC /Ma/ | 0.87% | Add +494.2% | 202,822 | $19.0M |
| Perkins Coie Trust Co | 4.32% | Add +2.1% | 197,839 | $18.6M |
| D.A. Davidson & Co. | 0.16% | Add +3.8% | 197,818 | $18.6M |
| Baird Financial Group, Inc. | 0.04% | Add +8.0% | 192,776 | $18.1M |
| Condor Capital Management | 1.68% | Reduce -2.1% | 187,765 | $17.6M |
| Global Retirement Partners, LLC | 0.55% | Add +3.6% | 186,027 | $17.5M |
| Wealth Dimensions Group, Ltd. | 4.87% | Reduce -0.9% | 182,274 | $17.1M |
| Keybank National Association | 0.07% | Reduce -0.0% | 173,861 | $16.3M |
| Mesirow Financial Investment Management, Inc. | 0.36% | Reduce -5.6% | 169,820 | $15.9M |
| Cary Street Partners Investment Advisory LLC | 0.64% | Reduce -0.3% | 169,243 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +10.2% | 167,957 | $15.8M |
| CIBC Private Wealth Group LLC | 0.03% | Add +1.4% | 161,716 | $15.7M |
| HB Wealth Management, LLC | 0.18% | Add +4.1% | 166,493 | $15.6M |
| Kestra Private Wealth Services, LLC | 0.31% | Reduce -1.7% | 165,339 | $15.5M |
| Stifel Financial Corp. | 0.02% | Add +22.4% | 160,965 | $15.1M |
| Blue Barn Wealth, LLC | 8.34% | Reduce -0.2% | 159,815 | $15.0M |
| Two Sigma Investments, LP | 0.04% | Add +8.1% | 159,500 | $15.0M |
| Concourse Financial Group Securities, Inc. | 0.93% | Add +6.3% | 158,919 | $14.9M |
| Bernardo Wealth Planning LLC | 3.97% | Add +5.9% | 157,494 | $14.8M |
| Focus Partners Wealth | 0.05% | Add +0.8% | 155,960 | $14.6M |
| Natixis Advisors, LLC | 0.03% | Reduce -1.4% | 145,589 | $13.7M |
| Brand Asset Management Group, Inc. | 5.68% | Reduce -0.7% | 143,395 | $13.5M |
| SWAN Capital LLC | 6.82% | Reduce -38.2% | 133,408 | $12.5M |
| Procyon Advisors, LLC | 0.93% | Add +16.2% | 133,146 | $12.5M |
| Connable Office Inc. | 1.33% | Add +1.4% | 131,952 | $12.4M |
| Arrowroot Family Office, LLC | 7.87% | Add +8.3% | 131,085 | $12.3M |
| Cary Street Partners Asset Management LLC | 1.80% | Reduce -22.3% | 130,722 | $12.3M |
| Fifth Third Securities, Inc. | 1.12% | Reduce -3.4% | 128,602 | $12.1M |
| Vance Wealth, LLC | 4.64% | Add +2.2% | 120,557 | $11.3M |
| Sandy Spring Bank | 0.49% | Add +2.7% | 118,938 | $11.2M |
| Great Valley Advisor Group, Inc. | 0.30% | Add +1.7% | 116,192 | $10.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +1.2% | 116,066 | $10.9M |
| Private Advisor Group, LLC | 0.07% | Add +7.8% | 114,687 | $10.8M |
| NewEdge Advisors, LLC | 0.08% | Reduce -0.4% | 110,342 | $10.4M |
| Win Advisors, Inc. | 4.51% | New | 107,783 | $10.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -18.9% | 107,503 | $10.1M |
| TD Private Client Wealth LLC | 0.31% | Add +8.9% | 106,031 | $9.9M |
| Joel Isaacson & Co., LLC | 0.51% | Add +16.9% | 103,193 | $9.7M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +4.8% | 97,919 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -1.9% | 94,062 | $8.8M |
| American Financial & Tax Strategies Inc. | 4.47% | Reduce -2.3% | 90,460 | $8.5M |
| Integrated Investment Consultants, LLC | 2.28% | No change | 95,714 | $8.3M |
| MIdWestOne Financial Group, Inc. | 1.49% | Add +13.3% | 87,833 | $8.2M |
| Yarger Wealth Strategies, LLC | 4.92% | Add +4.5% | 87,164 | $8.2M |
| Crumly & Associates Inc. | 2.18% | Reduce -0.8% | 80,874 | $7.6M |
| Lebenthal Global Advisors, LLC | 1.65% | Reduce -6.9% | 80,099 | $7.5M |
| Royal Fund Management, LLC | 1.01% | Reduce -27.8% | 79,574 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | — | 85,933 | $7.3M |
| Mutual Advisors, LLC | 0.21% | Add +16.1% | 77,282 | $7.0M |
| Ieq Capital, LLC | 0.09% | Add +5.7% | 72,078 | $6.8M |
| Apollon Financial, LLC | 2.10% | Add +3.1% | 69,109 | $6.5M |
| Cascade Wealth Advisors, Inc | 4.72% | Reduce -21.5% | 70,826 | $6.4M |
| Pinnacle Financial Partners Inc | 0.13% | Reduce -3.1% | 65,987 | $6.2M |
| FourThought Financial Partners, LLC | 0.78% | Add +32.7% | 64,516 | $6.1M |
| Certified Advisory Corp | 0.74% | Add +11.9% | 62,691 | $5.9M |
| ERn Financial, LLC | 0.97% | Add +9.1% | 62,494 | $5.9M |
| Philip James Wealth Mangement, LLC | 3.81% | Add +57.7% | 60,949 | $5.7M |
| Advisors Preferred, LLC | 0.97% | Add +19.1% | 59,190 | $5.6M |
| Curtis Advisory Group, LLC | 1.97% | Reduce -3.6% | 59,434 | $5.6M |
| Baker Avenue Asset Management, LP | 0.19% | Reduce -4.1% | 58,911 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +2.6% | 58,233 | $5.5M |
| Tennessee Valley Asset Management Partners | 1.00% | Add +75.8% | 56,597 | $5.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -12.9% | 56,126 | $5.3M |
| Linscomb Wealth, Inc. | 0.27% | Reduce -6.9% | 54,988 | $5.2M |
| ICA Group Wealth Management, LLC | 3.00% | Add +11.9% | 53,336 | $5.0M |
| Legacy Financial Advisors, Inc. | 0.89% | Reduce -4.7% | 53,325 | $5.0M |
| ORG Partners LLC | 0.62% | New | 52,744 | $5.0M |
| PFG Advisors | 0.34% | Add +12.2% | 53,136 | $5.0M |
| Thompson Siegel & Walmsley LLC | 0.08% | Add +6.3% | 52,537 | $4.9M |
| Auour Investments LLC | 1.83% | Reduce -2.4% | 52,388 | $4.9M |
| Legacy Edge Advisors, LLC | 0.90% | Reduce -13.2% | 52,234 | $4.9M |
| Kingsview Wealth Management, LLC | 0.11% | Add +16.8% | 50,931 | $4.8M |
| Smartleaf Asset Management LLC | 0.77% | Reduce -13.7% | 49,860 | $4.7M |
| Signaturefd, LLC | 0.10% | No change | 50,194 | $4.7M |
| US Bancorp \de | 0.01% | Add +2.0% | 50,045 | $4.7M |
| Renaissance Technologies | 0.01% | Add +36.1% | 49,400 | $4.6M |
| Quantinno Capital Management LP | 0.08% | Add +826.0% | 48,375 | $4.5M |
| Creative Planning | 0.00% | Add +4.3% | 47,915 | $4.5M |
| Rodgers & Associates, LTD | 0.56% | Reduce -2.3% | 46,497 | $4.4M |
| Etfidea, LLC | 1.47% | Reduce -2.7% | 46,412 | $4.4M |
| Golden Road Advisors LLC | 3.55% | Reduce -0.6% | 44,160 | $4.3M |
| Sage Mountain Advisors LLC | 0.40% | Reduce -2.4% | 45,602 | $4.3M |
| Stegner Investment Associates Inc. | 3.08% | Reduce -0.5% | 45,589 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.8% | 45,567 | $4.3M |
| Cozad Asset Management Inc. | 0.42% | Add +2.5% | 44,849 | $4.2M |
| FMR LLC | 0.00% | Add +7.3% | 44,242 | $4.2M |
| Adapt Wealth Advisors, LLC | 2.56% | Add +1.9% | 43,486 | $4.1M |
| First Horizon Advisors, Inc. | 0.12% | Add +70.3% | 43,198 | $4.1M |
| Millennium Management | 0.00% | Add +197.0% | 41,328 | $3.9M |
| Bare Financial Services, Inc | 2.02% | Add +86.3% | 41,606 | $3.8M |
| AE Wealth Management LLC | 0.04% | Add +312.4% | 40,811 | $3.8M |
| CKW Financial Group | 0.46% | New | 38,444 | $3.6M |
| IFP Advisors, Inc | 0.14% | Add +16.7% | 38,307 | $3.6M |
| Silver Oak Securities, Incorporated | 0.53% | Add +20.9% | 37,515 | $3.5M |
| TAGStone Capital, Inc. | 1.99% | Add +21.6% | 37,386 | $3.5M |
| Savant Capital, LLC | 0.04% | Reduce -2.0% | 37,217 | $3.5M |
| Simon Quick Advisors, LLC | 0.25% | No change | 37,167 | $3.5M |
| Diversified Portfolios, Inc. | 0.46% | No change | 37,006 | $3.5M |
| Roffman Miller Associates Inc. | 0.23% | Reduce -0.1% | 36,893 | $3.5M |
| Continuum Advisory, LLC | 0.50% | Add +1.8% | 36,821 | $3.5M |
| Mezzasalma Advisors, LLC | 1.48% | Add +103.9% | 36,765 | $3.4M |
| Zhang Financial LLC | 0.24% | Add +3.1% | 36,731 | $3.4M |
| Sapient Capital LLC | 0.07% | Reduce -0.2% | 36,014 | $3.4M |
| Raymond James Trust N.A. | 0.08% | Add +7.0% | 35,435 | $3.3M |
| Empire Life Investments Inc. | 0.21% | Add +26.3% | 35,075 | $3.3M |
| Diversified, LLC | 0.38% | New | 34,898 | $3.3M |
| Freedom Investment Management, Inc. | 0.27% | Reduce -7.8% | 34,865 | $3.3M |
| Allegiance Financial Group Advisory Services LLC | 1.25% | Reduce -0.4% | 34,718 | $3.3M |
| Polen Capital Management LLC | 0.01% | Add +3.8% | 34,536 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 34,325 | $3.2M |
| Carmichael Hill & Associates, Inc. | 1.29% | Add +2.8% | 33,902 | $3.2M |
| GEM Asset Management, LLC | 1.96% | Add +24.9% | 33,532 | $3.1M |
| Howard Capital Management, LLC | 0.31% | Add +1.3% | 33,302 | $3.1M |
| Northern Trust Corp. | 0.00% | Add +129.1% | 32,758 | $3.1M |
| Loomis Sayles & Co. L P | 0.00% | Add +47.9% | 32,630 | $3.1M |
| Ballentine Partners, LLC | 0.06% | New | 31,707 | $3.0M |
| HSBC Holdings PLC | 0.00% | Reduce -5.8% | 31,170 | $2.9M |
| Accretive Wealth Partners, LLC | 1.22% | Add +287.4% | 30,974 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -1.8% | 30,887 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +5.8% | 30,516 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +105.0% | 30,268 | $2.8M |
| Verus Capital Partners, LLC | 0.29% | Add +5.2% | 29,595 | $2.8M |
| One Day In July LLC | 0.34% | Reduce -13.2% | 29,188 | $2.7M |
| Andina Capital Management, LLC | 2.04% | Add +21.7% | 28,942 | $2.7M |
| TCV Trust & Wealth Management, Inc. | 0.26% | Add +28.1% | 28,791 | $2.7M |
| Fifth Third Wealth Advisors LLC | 0.20% | New | 28,192 | $2.6M |
| Wedmont Private Capital | 0.17% | Add +4.2% | 27,277 | $2.6M |
| WFA of San Diego, LLC | 2.34% | — | 27,769 | $2.6M |
| Marshall Wace, LLP | 0.00% | Reduce -82.8% | 27,585 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Add +21.0% | 27,157 | $2.5M |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 26,562 | $2.5M |
| M3 Advisory Group, LLC | 2.05% | Add +3.3% | 26,515 | $2.5M |
| Spectrum Investment Advisors, Inc. | 1.79% | Reduce -6.7% | 26,027 | $2.4M |
| Prospera Financial Services Inc | 0.07% | Add +3.4% | 25,856 | $2.4M |
| Wedbush Securities Inc. | 0.09% | Add +311.6% | 25,806 | $2.4M |
| Bessemer Group Inc. | 0.00% | No change | 25,800 | $2.4M |
| Focus Financial Network, Inc. | 0.10% | Add +18.6% | 24,691 | $2.3M |
| &partners | 0.10% | New | 24,821 | $2.3M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.2% | 25,458 | $2.3M |
| Goelzer Investment Management, Inc. | 0.13% | Add +5.2% | 24,319 | $2.3M |
| Sentinel Trust Co. Lba | 0.28% | No change | 24,308 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.82% | Reduce -2.6% | 23,975 | $2.2M |
| Shikiar Asset Management Inc. | 0.65% | No change | 23,500 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -25.7% | 23,181 | $2.2M |
| Portfolio Strategies, Inc. | 0.30% | Reduce -1.3% | 23,171 | $2.2M |
| Financial Alternatives, Inc | 1.61% | Reduce -1.1% | 22,891 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Add +3557.6% | 22,860 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Add +65.3% | 22,828 | $2.1M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -7.9% | 22,756 | $2.1M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -3.0% | 22,555 | $2.1M |
| Avior Wealth Management, LLC | 0.09% | Add +752566.7% | 22,580 | $2.1M |
| Steph & Co. | 0.72% | Reduce -8.1% | 22,517 | $2.1M |
| Prosperity Wealth Management, Inc. | 1.03% | Add +7.1% | 22,358 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -2.1% | 22,079 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -4.9% | 21,947 | $2.1M |
| RFG Advisory, LLC | 0.07% | Add +22.8% | 21,809 | $2.0M |
| Fiduciary Trust Co | 0.03% | No change | 21,259 | $2.0M |
| Investors Research Corp | 0.46% | Add +51.3% | 21,059 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.61% | Add +4.2% | 20,833 | $2.0M |
| Engineers Gate Manager LP | 0.04% | New | 20,658 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +94.7% | 20,409 | $1.9M |
| Wolf Group Capital Advisors | 0.73% | Add +281.7% | 19,876 | $1.9M |
| IHT Wealth Management, LLC | 0.07% | Reduce -9.0% | 19,829 | $1.9M |
| Diversify Advisory Services, LLC | 0.10% | Add +4.5% | 18,803 | $1.8M |
| Virtue Capital Management, LLC | 0.31% | Reduce -17.1% | 19,215 | $1.8M |
| New Millennium Group LLC | 1.14% | Add +4.3% | 18,671 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +68.2% | 18,632 | $1.7M |
| Atlantic Union Bankshares Corp | 0.11% | Add +3.3% | 18,582 | $1.7M |
| Embree Financial Group | 0.34% | No change | 18,572 | $1.7M |
| BluePointe Capital Management, LLC | 1.17% | Reduce -1.7% | 18,493 | $1.7M |
| Keeley-Teton Advisors, LLC | 0.22% | No change | 18,445 | $1.7M |
| IFG Advisory, LLC | 0.11% | Add +2.3% | 18,103 | $1.7M |
| Thomasville National Bank | 0.13% | Add +1.2% | 17,920 | $1.7M |
| Next Level Private LLC | 0.75% | Reduce -1.2% | 17,486 | $1.6M |
| Western Wealth Management, LLC | 0.12% | Add +13.4% | 17,290 | $1.6M |
| Garde Capital, Inc. | 0.11% | No change | 16,688 | $1.6M |
| Webster Bank, N. A. | 0.17% | Reduce -0.9% | 16,542 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +7.4% | 16,225 | $1.5M |
| Ritholtz Wealth Management | 0.05% | Reduce -9.9% | 16,224 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +17.0% | 15,798 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +9.9% | 15,639 | $1.5M |
| Opus Capital Group, LLC | 0.20% | No change | 14,723 | $1.4M |
| Curi Capital, LLC | 0.03% | No change | 14,709 | $1.4M |
| Verum Partners LLC | 0.44% | Reduce -23.4% | 14,535 | $1.4M |
| Main Street Financial Solutions, LLC | 0.12% | Add +47.1% | 13,975 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +72.5% | 13,695 | $1.3M |
| LBJ Family Wealth Advisors, Ltd. | 0.81% | Add +0.3% | 13,682 | $1.3M |
| Certuity, LLC | 0.10% | Add +24.2% | 13,624 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +8.7% | 13,563 | $1.3M |
| Choreo, LLC | 0.02% | New | 13,387 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.39% | No change | 13,460 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.1% | 13,457 | $1.3M |
| Hershey Financial Advisers, LLC | 1.12% | — | 13,270 | $1.2M |
| American Money Management, LLC | 0.27% | Reduce -1.5% | 13,267 | $1.2M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -0.6% | 13,230 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Reduce -4.3% | 13,163 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -8.5% | 12,965 | $1.2M |
| Checchi Capital Advisers, LLC | 0.10% | New | 12,946 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Add +1.3% | 12,849 | $1.2M |
| Gotham Asset Management | 0.02% | No change | 12,786 | $1.2M |
| Elevation Wealth Partners, LLC | 0.56% | Add +5.7% | 12,504 | $1.2M |
| American National Bank & Trust | 0.14% | No change | 12,398 | $1.2M |
| Econ Financial Services Corp | 0.71% | Reduce -42.9% | 12,168 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Add +1.1% | 12,158 | $1.1M |
| Bokf, NA | 0.02% | No change | 12,113 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +23.4% | 12,051 | $1.1M |
| AQR Capital Management | 0.00% | New | 12,025 | $1.1M |
| Balentine LLC | 0.05% | Add +12.6% | 11,972 | $1.1M |
| Black Point Wealth Management | 1.15% | — | 11,832 | $1.1M |
| McAdam, LLC | 0.06% | Reduce -1.6% | 11,491 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 11,449 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.38% | No change | 11,398 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.23% | Add +59.5% | 11,387 | $1.1M |
| Stone House Investment Management, LLC | 0.28% | Reduce -11.0% | 11,307 | $1.1M |
| Marcum Wealth, LLC | 0.10% | Reduce -0.7% | 11,136 | $1.0M |
| Davidson Trust Co. | 0.72% | Add +48.5% | 11,130 | $1.0M |
| Safeguard Financial, LLC | 0.29% | Reduce -0.0% | 11,105 | $1.0M |
| WCG Wealth Advisors LLC | 0.08% | New | 11,072 | $1.0M |
| FSM Wealth Advisors, LLC | 0.35% | Add +5.3% | 11,047 | $1.0M |
| Birchbrook, Inc. | 0.62% | Reduce -2.4% | 10,983 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.83% | Add +12.2% | 10,563 | $991K |
| Householder Group Estate & Retirement Specialist, LLC | 0.28% | Reduce -2.2% | 10,554 | $990K |
| Baker Boyer National Bank | 0.34% | New | 10,427 | $978K |
| Castlekeep Investment Advisors LLC | 0.75% | Reduce -5.2% | 10,401 | $976K |
| Schneider Downs Wealth Management Advisors, LP | 0.22% | No change | 10,400 | $976K |
| Trilogy Capital Inc. | 0.05% | Add +250.5% | 10,313 | $967K |
| Calydon Capital | 0.17% | No change | 10,177 | $955K |
| Sawgrass Asset Management LLC | 0.10% | New | 10,000 | $938K |
| Carnegie Investment Counsel | 0.03% | Reduce -12.2% | 9,870 | $926K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +185.0% | 9,681 | $908K |
| Santori & Peters, Inc. | 0.38% | Add +2.4% | 9,494 | $891K |
| Operose Advisors LLC | 0.31% | No change | 9,468 | $888K |
| Zacks Investment Management | 0.01% | Reduce -21.7% | 9,460 | $887K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 9,300 | $872K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,298 | $872K |
| Rehmann Capital Advisory Group | 0.06% | Add +3.3% | 9,226 | $866K |
| Vanguard Group Inc. | 0.00% | Add +20.0% | 9,211 | $864K |
| Private Trust Co. NA | 0.09% | No change | 9,154 | $859K |
| MTM Investment Management, LLC | 0.35% | No change | 9,152 | $859K |
| Brookstone Capital Management | 0.01% | Add +286.9% | 9,060 | $855K |
| Wealthspire Advisors, LLC | 0.01% | New | 9,031 | $847K |
| Liberty Wealth Management LLC | 0.15% | Add +5886.5% | 412,173 | $844K |
| National Philanthropic Trust | 0.02% | No change | 8,800 | $826K |
| Amplius Wealth Advisors, LLC | 0.09% | Reduce -1.1% | 8,665 | $813K |
| Belpointe Asset Management LLC | 0.06% | Add +14.6% | 8,613 | $808K |
| Moors & Cabot, Inc. | 0.04% | Reduce -6.1% | 8,513 | $799K |
| Benchmark Wealth Management, LLC | 0.42% | Reduce -5.9% | 8,441 | $792K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -4.6% | 8,383 | $786K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 8,332 | $782K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,322 | $781K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.2% | 8,303 | $779K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -2.9% | 8,250 | $774K |
| Flynn Zito Capital Management, LLC | 0.39% | Reduce -11.4% | 8,191 | $768K |
| Lewis Asset Management, LLC | 0.58% | No change | 8,109 | $761K |
| ForthRight Wealth Management, LLC | 0.27% | Add +0.1% | 8,056 | $756K |
| Hazlett, Burt & Watson, Inc. | 0.39% | No change | 8,046 | $754K |
| Motive Wealth Advisors | 0.45% | Reduce -25.0% | 8,021 | $752K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.8% | 8,017 | $752K |
| Deutsche Bank AG | 0.00% | Add +8.1% | 7,998 | $750K |
| Clare Market Investments LLC | 0.20% | Reduce -16.1% | 7,815 | $733K |
| Inspire Advisors, LLC | 0.10% | New | 7,772 | $729K |
| Facet Wealth, Inc. | 0.02% | Add +9.9% | 8,044 | $722K |
| Resolute Wealth Strategies, LLC | 0.41% | No change | 7,636 | $716K |
| M Holdings Securities, Inc. | 0.09% | New | 7,619 | $715K |
| Bluesphere Advisors LLC | 0.36% | Add +1.2% | 7,549 | $708K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 7,467 | $702K |
| Braun-Bostich & Associates Inc. | 0.52% | No change | 7,477 | $701K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 7,325 | $687K |
| Cordatus Wealth Management LLC | 0.26% | Add +52.2% | 7,281 | $683K |
| SignalPoint Asset Management, LLC | 0.18% | Add +16.8% | 7,251 | $680K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Add +34.8% | 7,039 | $660K |
| Fort Sheridan Advisors LLC | 0.11% | New | 7,023 | $659K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 6,933 | $650K |
| Park Edge Advisors, LLC | 0.19% | Reduce -17.8% | 6,770 | $635K |
| Financial Insights, Inc. | 0.18% | No change | 6,764 | $635K |
| Bogart Wealth, LLC | 0.03% | Add +559.6% | 6,609 | $620K |
| Compound Planning, Inc. | 0.05% | Add +6.0% | 6,579 | $617K |
| Diversified Trust Co. | 0.02% | No change | 6,541 | $614K |
| Plan Group Financial, LLC | 0.37% | Reduce -65.1% | 6,518 | $611K |
| Wolff Financial Management LLC | 0.45% | Reduce -2.0% | 6,450 | $605K |
| World Equity Group, Inc. | 0.18% | Reduce -22.6% | 6,397 | $600K |
| Eq LLC | 0.36% | No change | 6,339 | $595K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -0.7% | 6,272 | $588K |
| Lokken Investment Group LLC | 0.28% | Add +2.8% | 6,251 | $586K |
| Financial Guidance Group, Inc. | 0.36% | No change | 6,250 | $586K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 6,250 | $586K |
| Global Trust Asset Management, LLC | 0.24% | Add +72.6% | 6,240 | $585K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.4% | 6,225 | $585K |
| Colony Family Offices, LLC | 0.19% | Reduce -58.2% | 6,170 | $580K |
| Petra Financial Advisors Inc. | 0.41% | No change | 6,151 | $577K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 6,090 | $571K |
| Solutions 4 Wealth, Ltd | 1.27% | Add +71.0% | 5,988 | $562K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +82.9% | 5,927 | $556K |
| AlphaStar Capital Management, LLC | 0.05% | Add +15.8% | 5,814 | $545K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -5.3% | 5,716 | $536K |
| Simplicity Wealth,LLC | 0.01% | Reduce -5.3% | 5,716 | $536K |
| SVB Wealth LLC | 0.01% | Reduce -81.4% | 5,603 | $526K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.5% | 5,520 | $518K |
| Mission Wealth Management, LP | 0.01% | No change | 5,498 | $516K |
| 1832 Asset Management L.P. | 0.00% | Add +109.3% | 5,464 | $513K |
| Capital Planning LLC | 0.15% | Reduce -2.2% | 5,359 | $504K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 5,353 | $502K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $501K |
| Sonata Capital Group Inc. | 0.26% | Add +26.8% | 5,328 | $500K |
| Blair William & Co. | 0.00% | Add +9.9% | 5,074 | $476K |
| Elite Life Management LLC | 1.82% | Reduce -2.1% | 5,014 | $470K |
| Csenge Advisory Group | 0.03% | Reduce -19.2% | 4,933 | $463K |
| Franklin Resources Inc. | 0.00% | Add +8.4% | 4,914 | $461K |
| Qube Research & Technologies Ltd | 0.00% | Add +349.9% | 4,837 | $454K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.5% | 4,745 | $445K |
| Sovereign Financial Group, Inc. | 0.11% | Add +41.2% | 4,717 | $443K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -35.0% | 4,709 | $442K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,677 | $439K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $437K |
| Compass Wealth Management LLC | 0.11% | No change | 4,640 | $435K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 4,560 | $431K |
| Titleist Asset Management, LLC | 0.07% | Reduce -0.8% | 4,583 | $430K |
| Rathbones Group PLC | 0.00% | Reduce -6.3% | 4,500 | $422K |
| Foundation Wealth Management, LLC | 0.33% | No change | 4,490 | $421K |
| Ethos Financial Group, LLC | 0.07% | Reduce -6.7% | 4,479 | $421K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Add +13.2% | 4,475 | $420K |
| United Capital Management of KS, Inc. | 0.09% | Reduce -6.4% | 4,360 | $409K |
| ARK & TLK Investments, LLC | 0.15% | Reduce -1.7% | 4,353 | $408K |
| Hirtle & Co., LLC | 0.02% | Reduce -10.3% | 4,321 | $405K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,296 | $403K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,295 | $403K |
| Bond & Devick Financial Network, Inc. | 0.22% | No change | 4,293 | $403K |
| Cresset Asset Management, LLC | 0.00% | Add +21.3% | 4,283 | $402K |
| Wellington Wealth Strategies, LLC. | 1.67% | Add +82.5% | 4,251 | $399K |
| Apella Capital, LLC | 0.02% | Add +2.0% | 4,081 | $398K |
| Level Four Advisory Services, LLC | 0.02% | New | 4,183 | $392K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.1% | 4,165 | $391K |
| Centaurus Financial, Inc. | 0.03% | Add +7.0% | 4,112 | $386K |
| Charles Schwab Trust Co | 0.04% | No change | 4,101 | $385K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.2% | 4,094 | $384K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,091 | $384K |
| Traction Financial Partners, LLC | 0.28% | Add +38.1% | 4,101 | $383K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,023 | $378K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Reduce -1.4% | 4,009 | $376K |
| White Lighthouse Investment Management Inc. | 0.07% | New | 3,934 | $369K |
| Cwm, LLC | 0.00% | Reduce -54.3% | 3,936 | $369K |
| MKT Advisors LLC | 0.18% | New | 3,780 | $368K |
| PGIM Custom Harvest LLC | 0.01% | Add +10.9% | 3,849 | $361K |
| Money Concepts Capital Corp. | 0.03% | New | 3,844 | $361K |
| Legacy Wealth Asset Management, LLC | 0.10% | No change | 3,819 | $358K |
| New Republic Capital, LLC | 0.18% | No change | 3,800 | $357K |
| Regent Peak Wealth Advisors LLC | 0.08% | No change | 3,773 | $354K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +7.2% | 3,704 | $347K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.1% | 3,694 | $347K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -8.8% | 3,689 | $346K |
| DGS Capital Management, LLC | 0.10% | Add +49.9% | 3,651 | $343K |
| My Personal CFO, LLC | 0.18% | New | 3,647 | $342K |
| Emerald Advisors, LLC | 0.05% | Reduce -9.3% | 3,639 | $341K |
| Visionary Wealth Advisors | 0.02% | Add +2.6% | 3,608 | $338K |
| Scotia Capital Inc. | 0.00% | Add +3.4% | 3,569 | $335K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,521 | $330K |
| Fisher Asset Management | 0.00% | Reduce -20.5% | 3,465 | $325K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -67.6% | 3,468 | $325K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +1.0% | 3,391 | $318K |
| Cape Investment Advisory, Inc. | 0.14% | Add +3.4% | 3,361 | $315K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,332 | $313K |
| HFG Advisors, Inc. | 0.29% | No change | 3,298 | $309K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 3,292 | $309K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 3,238 | $304K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -6.3% | 3,123 | $303K |
| Old North State Wealth Management, LLC | 0.20% | No change | 3,212 | $301K |
| Williams & Novak, LLC | 0.28% | No change | 3,200 | $300K |
| Stonegate Investment Group, LLC | 0.01% | New | 3,191 | $299K |
| Fortitude Advisory Group L.L.C. | 0.18% | No change | 3,140 | $295K |
| Berkshire Asset Management LLC | 0.01% | No change | 3,128 | $293K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,127 | $293K |
| Townsquare Capital LLC | 0.00% | New | 3,122 | $293K |
| Whitcomb & Hess, Inc. | 0.09% | No change | 3,119 | $293K |
| SC&H Financial Advisors, Inc. | 0.07% | No change | 3,112 | $292K |
| Good Life Advisors, LLC | 0.02% | Add +3.0% | 3,095 | $290K |
| Arete Wealth Advisors, LLC | 0.02% | New | 3,095 | $290K |
| Smart Portfolios, LLC | 0.29% | No change | 3,070 | $288K |
| Jones Financial Companies LLLP | 0.00% | Add +16.6% | 3,050 | $286K |
| Stonebridge Financial Planning Group, LLC | 0.14% | No change | 3,020 | $283K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +2.9% | 3,009 | $282K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,005 | $282K |
| Wealthgarden F.S. LLC | 0.29% | — | 2,977 | $279K |
| CoreCap Advisors, LLC | 0.03% | Add +23.4% | 2,971 | $279K |
| FSA Advisors, Inc. | 0.29% | No change | 2,992 | $277K |
| Tranquility Partners, LLC | 0.10% | No change | 2,877 | $270K |
| NorthRock Partners, LLC | 0.01% | Add +2.0% | 2,872 | $270K |
| Strait & Sound Wealth Management LLC | 0.13% | No change | 2,819 | $264K |
| First City Capital Management, Inc. | 0.14% | No change | 2,744 | $257K |
| Everett Harris & Co. | 0.00% | No change | 2,725 | $256K |
| Jane Street Group, LLC | 0.00% | New | 2,698 | $253K |
| Janiczek Wealth Management, LLC | 0.05% | No change | 2,694 | $253K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 2,686 | $252K |
| M&R Capital Management Inc. | 0.06% | No change | 2,683 | $252K |
| Maia Wealth LLC | 0.08% | — | 2,567 | $250K |
| Lindbrook Capital, LLC | 0.02% | No change | 2,631 | $247K |
| Merkkuri Wealth Advisors LLC | 0.23% | — | 2,612 | $245K |
| Sigma Planning Corp | 0.01% | Reduce -32.6% | 2,600 | $244K |
| Prepared Retirement Institute LLC | 0.16% | Add +0.2% | 2,584 | $242K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,579 | $242K |
| Financial Freedom, LLC | 0.13% | New | 2,527 | $237K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,506 | $235K |
| Covenant Asset Management, LLC | 0.05% | New | 2,500 | $235K |
| Integrated Advisors Network LLC | 0.01% | Add +3.1% | 2,487 | $233K |
| Strategic Blueprint, LLC | 0.02% | Add +2.1% | 2,482 | $233K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +2.1% | 2,481 | $233K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,480 | $233K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.7% | 2,479 | $233K |
| Fulton Bank, N.A. | 0.01% | New | 2,450 | $230K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | New | 2,425 | $227K |
| Sicart Associates LLC | 0.09% | No change | 2,396 | $225K |
| Valued Retirements, Inc. | 0.34% | No change | 2,356 | $221K |
| GM Advisory Group, LLC | 0.01% | New | 2,352 | $221K |
| Independent Advisor Alliance | 0.01% | No change | 2,343 | $220K |
| Equitable Trust Co. | 0.01% | No change | 2,312 | $217K |
| Tectonic Advisors LLC | 0.02% | New | 2,306 | $216K |
| Capital Planning Advisors, LLC | 0.04% | New | 2,286 | $214K |
| Financial Counselors Inc. | 0.00% | New | 2,280 | $214K |
| North Star Investment Management Corp. | 0.02% | Reduce -2.6% | 2,276 | $214K |
| Ignite Planners, LLC | 0.05% | New | 2,175 | $212K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 2,247 | $211K |
| Pinion Investment Advisors, LLC | 0.10% | Reduce -65.4% | 2,213 | $208K |
| Gentry Private Wealth, LLC | 0.18% | — | 2,200 | $206K |
| Newport Capital Group, LLC | 0.16% | — | 2,162 | $203K |
| Obsidian Cio, LLC | 0.05% | New | 2,159 | $203K |
| Mid-American Wealth Advisory Group, Inc. | 0.13% | Reduce -22.7% | 2,138 | $201K |
| Capital Analysts, LLC | 0.01% | Add +195.4% | 2,130 | $200K |
| Sound Income Strategies, LLC | 0.01% | New | 2,112 | $198K |
| Gen-Wealth Partners Inc | 0.09% | No change | 2,083 | $195K |
| Private Ocean, LLC | 0.02% | No change | 2,015 | $189K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,971 | $185K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,926 | $181K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $175K |
| Ancora Advisors LLC | 0.00% | Reduce -17.2% | 1,720 | $161K |
| Trust Co. of Vermont | 0.01% | No change | 1,671 | $157K |
| Spectrum Wealth Counsel, LLC | 0.02% | Add +34.3% | 1,669 | $157K |
| Caitlin John, LLC | 0.11% | No change | 1,628 | $153K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,412 | $132K |
| Asset Dedication, LLC | 0.01% | Add +1008.7% | 1,397 | $131K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,295 | $121K |
| Lanark Financial, Inc. | 0.01% | No change | 1,300 | $121K |
| Private Wealth Management Group, LLC | 0.05% | New | 1,237 | $116K |
| Strengthening Families & Communities, LLC | 0.03% | Reduce -2.9% | 1,188 | $111K |
| Larson Financial Group LLC | 0.01% | No change | 1,157 | $109K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,156 | $108K |
| Aspire Private Capital, LLC | 0.03% | No change | 1,075 | $101K |
| Allworth Financial LP | 0.00% | Add +21.2% | 1,080 | $101K |
| Valley National Advisers Inc. | 0.01% | Add +9.4% | 1,059 | $99K |
| Paladin Advisory Group, LLC | 0.07% | Add +6.0% | 1,016 | $96K |
| Archer Investment Corp | 0.03% | No change | 1,014 | $95K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $94K |
| JNBA Financial Advisors | 0.01% | Reduce -50.9% | 988 | $93K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +33.9% | 971 | $91K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.0% | 900 | $84K |
| Eukles Asset Management | 0.04% | No change | 884 | $83K |
| VitalStone Financial, LLC | 0.06% | No change | 883 | $83K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 815 | $76K |
| Trust Co | 0.01% | No change | 800 | $75K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $74K |
| NFSG Corp | 0.03% | Reduce -41.0% | 750 | $70K |
| Concord Wealth Partners | 0.01% | Reduce -12.5% | 721 | $68K |
| International Assets Investment Management, LLC | 0.01% | New | 703 | $66K |
| Spire Wealth Management | 0.00% | No change | 662 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.3% | 656 | $62K |
| Strategic Investment Solutions, Inc. | 0.02% | — | 672 | $62K |
| Financial Perspectives, Inc | 0.02% | No change | 657 | $62K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $61K |
| Private Capital Management LLC | 0.01% | No change | 652 | $61K |
| Key Financial Inc | 0.01% | No change | 640 | $60K |
| Pineridge Advisors LLC | 0.02% | No change | 635 | $60K |
| City State Bank | 0.02% | No change | 600 | $56K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -94.8% | 590 | $55K |
| Coppell Advisory Solutions LLC | 0.01% | — | 585 | $55K |
| Eagle Bay Advisors LLC | 0.03% | New | 548 | $51K |
| Tompkins Financial Corp. | 0.01% | No change | 542 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +3.4% | 523 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $47K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 493 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | New | 488 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 472 | $44K |
| Adirondack Trust Co. | 0.02% | New | 455 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 453 | $42K |
| Principal Securities, Inc. | 0.00% | Reduce -4.1% | 443 | $42K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 410 | $38K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 405 | $38K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 423 | $37K |
| Mather Group, Llc. | 0.00% | New | 404 | $35K |
| Simplex Trading, LLC | 0.00% | New | 365 | $34K |
| Russell Investments Group, Ltd. | 0.00% | New | 356 | $33K |
| Avion Wealth | 0.01% | No change | 354 | $33K |
| Rothschild Investment LLC | 0.00% | New | 328 | $31K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +5.4% | 312 | $29K |
| Providence Capital Advisors, LLC | 0.01% | No change | 309 | $29K |
| Realta Investment Advisors | 0.01% | No change | 308 | $29K |
| Abound Wealth Management | 0.01% | New | 293 | $27K |
| Main Street Group, LTD | 0.01% | No change | 280 | $27K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 250 | $23K |
| Westside Investment Management, Inc. | 0.01% | New | 245 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 244 | $23K |
| First Pacific Financial | 0.01% | Reduce -4.0% | 240 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.7% | 232 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.3% | 201 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $19K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 178 | $17K |
| NewSquare Capital LLC | 0.00% | No change | 175 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -69.0% | 162 | $15K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 152 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 142 | $13K |
| Tidemark, LLC | 0.01% | No change | 140 | $13K |
| CNB Bank | 0.01% | New | 132 | $12K |
| Bfsg, LLC | 0.00% | No change | 118 | $11K |
| Nemes Rush Group LLC | 0.00% | New | 106 | $10K |
| Fairman Group, LLC | 0.01% | No change | 96 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 70 | $7K |
| Insight Inv LLC | 0.01% | No change | 68 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 67 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $6K |
| CGC Financial Services, LLC | 0.00% | Reduce -50.5% | 55 | $5K |
| Financial Connections Group, Inc. | 0.00% | New | 59 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 52 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +920.0% | 51 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | — | 46 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 43 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +2.8% | 37 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 33 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 13 | $1K |
| Strategic Financial Concepts, LLC | 0.00% | New | 77,395 | $862 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 8 | $751 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $563 |
| Criterion Capital Advisors, LLC | 0.00% | No change | 5 | $470 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 93 | $5 |
"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.