Vanguard Russell 1000 GrowthVONGETF

13F holders, Q2 2024 (June 30)
614holders +35
72new positions
44sold out
5famous investors
$93.48avg. 13F price*

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

02004006008001,000 Q1 2024: 579Q1 2024Q2 2024: 614Q2 2024Q3 2024: 634Q3 2024Q4 2024: 739Q4 2024Q1 2025: 712Q1 2025Q2 2025: 750Q2 2025Q3 2025: 790Q3 2025Q4 2025: 857Q4 2025Q1 2026: 866Q1 2026Q2 2026: 957Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions72$224.2M
Exits44$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.