Vanguard Russell 1000 GrowthVONGETF
13F holders, Q4 2024 (December 31)739holders +105
96new positions
34sold out
7famous investors
$103.27avg. 13F price*
At the end of Q4 2024, 739 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 105 from Q3 2024. 96 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($3.0B), Avantax Advisory Services, Inc. ($1.1B) and Morgan Stanley ($723.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Russell 1000 Growth
- CUSIP
- 92206C680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $257.0M |
| Exits | 34 | $26.0M |
All 13F filers, Q3 2024 → Q4 2024: 8,372,203 shares bought and 3,708,866 shares sold, net +4,663,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 739 holders
| Bank of America Corp. | 0.28% | Reduce -3.8% | 29,109,060 | $3.0B |
| Avantax Advisory Services, Inc. | 6.73% | Reduce -0.4% | 10,380,321 | $1.1B |
| Morgan Stanley | 0.05% | Add +12.5% | 7,002,014 | $723.3M |
| LPL Financial LLC | 0.23% | Add +6.8% | 5,525,452 | $570.8M |
| Tiaa Trust, National Association | 1.45% | Reduce -0.9% | 4,624,783 | $477.7M |
| Envestnet Asset Management Inc. | 0.12% | Add +3.1% | 3,735,457 | $385.9M |
| Wells Fargo & Company | 0.09% | Add +11.7% | 3,695,628 | $381.8M |
| Citigroup Inc. | 0.35% | Reduce -11.6% | 3,557,522 | $367.5M |
| Ameriprise Financial Inc. | 0.09% | Reduce -8.5% | 3,492,201 | $360.8M |
| UBS Group AG | 0.08% | Add +0.4% | 3,435,185 | $354.9M |
| Equitable Holdings, Inc. | 3.23% | Reduce -0.5% | 3,285,277 | $339.4M |
| Sequoia Financial Advisors, LLC | 3.26% | Reduce -1.4% | 3,272,006 | $338.0M |
| Raymond James Financial Inc. | 0.11% | — | 2,972,904 | $307.1M |
| Commonwealth Equity Services, LLC | 0.33% | Add +7.4% | 2,206,093 | $227.9M |
| Truist Financial Corp. | 0.31% | Add +6.2% | 1,901,524 | $196.4M |
| SageView Advisory Group, LLC | 8.24% | Add +15.5% | 1,854,162 | $191.5M |
| Janney Montgomery Scott LLC | 0.50% | New | 1,749,942 | $180.8M |
| HighTower Advisors, LLC | 0.21% | Add +4.7% | 1,509,599 | $155.9M |
| Prudential Financial Inc. | 0.20% | Add +34.0% | 1,409,802 | $145.6M |
| Wealthquest Corp | 10.71% | Add +0.5% | 1,274,203 | $131.6M |
| Quent Capital, LLC | 12.74% | Reduce -0.8% | 1,191,832 | $123.1M |
| Silvercrest Asset Management Group LLC | 0.72% | Add +2.9% | 1,043,798 | $107.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.7% | 919,436 | $95.0M |
| First Hawaiian Bank | 2.79% | Add +0.6% | 828,454 | $85.6M |
| Pathstone Holdings, LLC | 0.36% | Add +4.6% | 791,204 | $81.7M |
| Beacon Pointe Advisors, LLC | 0.91% | Add +19.6% | 790,159 | $81.6M |
| Comerica Bank | 0.31% | Reduce -3.2% | 743,104 | $76.8M |
| Bank of Montreal | 0.04% | Add +1.5% | 736,113 | $76.0M |
| Apollon Wealth Management, LLC | 1.74% | Reduce -0.3% | 730,506 | $75.5M |
| Two Sigma Investments, LP | 0.18% | Add +46.1% | 722,600 | $74.6M |
| Royal Bank of Canada | 0.02% | Add +2.4% | 683,197 | $70.6M |
| WestHill Financial Advisors, Inc. | 15.62% | Add +0.5% | 675,037 | $69.7M |
| LPWM LLC | 20.58% | Reduce -7.7% | 620,125 | $64.1M |
| Global Strategic Investment Solutions, LLC | 7.39% | Add +5.2% | 611,360 | $63.2M |
| Aaron Wealth Advisors LLC | 7.30% | Reduce -1.7% | 608,339 | $62.9M |
| Osaic Holdings, Inc. | 0.14% | Add +16.1% | 605,834 | $62.6M |
| Nadler Financial Group, Inc. | 6.48% | Add +0.8% | 595,632 | $61.5M |
| Cetera Investment Advisers | 0.12% | Add +8.3% | 537,206 | $55.5M |
| MML Investors Services, LLC | 0.18% | Add +18.5% | 518,313 | $53.5M |
| Waldron Private Wealth LLC | 2.12% | Reduce -0.3% | 509,135 | $52.6M |
| Hapanowicz & Associates Financial Services, Inc | 26.16% | Reduce -0.7% | 504,180 | $52.1M |
| Assetmark, Inc. | 0.14% | Reduce -8.1% | 498,472 | $51.5M |
| Modera Wealth Management, LLC | 0.61% | Add +0.8% | 487,167 | $50.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.60% | Add +2.0% | 483,536 | $49.9M |
| CW Advisors, LLC | 0.69% | Add +0.3% | 483,337 | $49.9M |
| Edge Capital Group, LLC | 2.17% | Add +3.4% | 472,076 | $48.8M |
| Fifth Third Bancorp | 0.18% | Reduce -3.3% | 470,453 | $48.6M |
| LVW Advisors, LLC | 5.92% | Add +0.3% | 467,752 | $48.3M |
| Valley Wealth Managers, Inc. | 3.47% | Reduce -12.9% | 449,798 | $46.5M |
| One Capital Management, LLC | 1.45% | Reduce -1.9% | 423,652 | $43.8M |
| Snowden Capital Advisors LLC | 1.37% | Reduce -0.2% | 423,067 | $43.7M |
| Carolinas Wealth Consulting LLC | 8.54% | Add +1.0% | 480,751 | $43.5M |
| Citizens & Northern Corp. | 11.84% | Add +11.5% | 418,554 | $43.2M |
| JPMorgan Chase & Co. | 0.00% | Add +37.3% | 415,569 | $42.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.2% | 410,453 | $42.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.3% | 403,727 | $41.7M |
| Pacific Life Fund Advisors LLC | 4.14% | Add +49.2% | 386,165 | $39.9M |
| Clearstead Advisors, LLC | 0.61% | Reduce -12.0% | 385,754 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.0% | 379,772 | $39.2M |
| Creative Financial Designs Inc. | 3.17% | Add +0.3% | 377,200 | $39.0M |
| Commerce Bank | 0.24% | Add +5.3% | 375,697 | $38.8M |
| Mariner, LLC | 0.06% | Add +4.6% | 368,287 | $38.0M |
| Stephens Inc. | 0.49% | Add +2.1% | 339,045 | $35.0M |
| Parkside Financial Bank & Trust | 4.56% | Add +26.3% | 332,975 | $34.4M |
| Cerity Partners LLC | 0.07% | Add +6.2% | 326,865 | $33.8M |
| Captrust Financial Advisors | 0.09% | Reduce -14.9% | 316,948 | $32.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 310,673 | $32.1M |
| Wealthspire Retirement, LLC | 2.48% | Reduce -0.9% | 303,568 | $31.4M |
| Windward Private Wealth Management Inc. | 12.08% | Reduce -3.3% | 300,070 | $31.0M |
| Steele Capital Management, Inc. | 1.60% | Add +4.1% | 297,509 | $30.7M |
| NewEdge Advisors, LLC | 0.18% | Add +38.0% | 290,772 | $30.0M |
| First National Trust Co | 1.11% | Reduce -24.4% | 285,560 | $29.5M |
| Corient Private Wealth LP | 0.05% | Reduce -19.2% | 285,464 | $29.5M |
| Lido Advisors, LLC | 0.18% | Add +1906.9% | 280,789 | $29.0M |
| Cary Street Partners Financial LLC | 0.88% | — | 263,397 | $27.2M |
| MIdWestOne Financial Group, Inc. | 3.76% | Reduce -4.5% | 259,372 | $26.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.1% | 255,779 | $26.4M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +64.1% | 242,012 | $25.0M |
| Country Club Bank | 1.67% | Add +3.3% | 239,596 | $25.0M |
| Kestra Private Wealth Services, LLC | 0.40% | Add +21.3% | 228,199 | $23.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.34% | Add +0.4% | 224,645 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +35.1% | 221,289 | $22.9M |
| Highland Financial Advisors, LLC | 7.75% | Reduce -0.8% | 216,517 | $22.4M |
| Cambridge Associates LLC /Ma/ | 0.71% | No change | 214,515 | $22.2M |
| D.A. Davidson & Co. | 0.18% | Add +8.3% | 213,287 | $22.0M |
| HBK Sorce Advisory LLC | 0.66% | Reduce -4.5% | 210,482 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +27.3% | 198,309 | $20.5M |
| Perkins Coie Trust Co | 4.50% | Reduce -0.3% | 198,156 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +0.1% | 197,151 | $20.4M |
| Ieq Capital, LLC | 0.19% | Add +169.8% | 190,994 | $19.7M |
| Bernardo Wealth Planning LLC | 4.70% | Add +2.9% | 191,806 | $19.7M |
| Yarger Wealth Strategies, LLC | 11.33% | Add +116.8% | 190,131 | $19.6M |
| Wealth Dimensions Group, Ltd. | 4.78% | Reduce -0.8% | 188,942 | $19.5M |
| Condor Capital Management | 1.68% | Reduce -1.0% | 183,992 | $19.0M |
| Summit X, LLC | 4.16% | Reduce -13.1% | 181,492 | $18.7M |
| Elite Financial, Inc. | 10.13% | — | 180,902 | $18.7M |
| Keybank National Association | 0.07% | Add +3.7% | 173,093 | $17.9M |
| CIBC Private Wealth Group LLC | 0.03% | Add +4.2% | 168,541 | $17.5M |
| HB Wealth Management, LLC | 0.18% | Add +0.1% | 167,123 | $17.3M |
| Royal Fund Management, LLC | 1.86% | Reduce -0.1% | 165,518 | $17.2M |
| M&T Bank Corp | 0.06% | Reduce -27.6% | 164,695 | $17.0M |
| Concourse Financial Group Securities, Inc. | 0.96% | Add +3.2% | 158,506 | $17.0M |
| Blue Barn Wealth, LLC | 8.85% | Add +1.4% | 162,511 | $16.8M |
| RFG - Bristol Wealth Advisors, LLC | 5.51% | — | 162,383 | $16.8M |
| Focus Partners Wealth | 0.04% | Reduce -0.5% | 157,254 | $16.2M |
| Arrowroot Family Office, LLC | 8.20% | Add +5.1% | 152,720 | $15.8M |
| Crumly & Associates Inc. | 4.29% | Add +5.5% | 152,618 | $15.8M |
| Sandy Spring Bank | 0.63% | Add +13.5% | 150,111 | $15.5M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Reduce -56.2% | 147,203 | $15.2M |
| TD Private Client Wealth LLC | 0.42% | Add +11.1% | 146,188 | $15.1M |
| Strategic Financial Partners, Ltd. | 7.65% | Reduce -35.1% | 145,122 | $15.0M |
| Brand Asset Management Group, Inc. | 5.63% | Reduce -3.0% | 134,235 | $13.9M |
| Connable Office Inc. | 1.40% | Reduce -1.2% | 130,697 | $13.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +33.4% | 128,111 | $13.2M |
| Procyon Advisors, LLC | 0.84% | Reduce -11.1% | 127,477 | $13.2M |
| Fifth Third Securities, Inc. | 1.11% | Add +2.7% | 126,090 | $13.0M |
| Global Retirement Partners, LLC | 0.37% | Reduce -1.7% | 125,832 | $13.0M |
| O'shaughnessy Asset Management, LLC | 0.11% | Reduce -3.3% | 124,195 | $12.8M |
| Vance Wealth, LLC | 4.90% | Reduce -4.1% | 122,856 | $12.7M |
| Private Advisor Group, LLC | 0.07% | Add +1.6% | 120,510 | $12.4M |
| Joel Isaacson & Co., LLC | 0.54% | Add +6.6% | 116,563 | $12.0M |
| Great Valley Advisor Group, Inc. | 0.27% | Reduce -2.1% | 114,898 | $11.9M |
| Win Advisors, Inc. | 5.34% | New | 106,880 | $11.0M |
| Sanctuary Wealth Management, L.L.C. | 7.20% | New | 105,322 | $10.9M |
| Lebenthal Global Advisors, LLC | 1.97% | Reduce -4.6% | 104,527 | $10.8M |
| Integrated Investment Consultants, LLC | 2.23% | Add +2.5% | 104,486 | $10.8M |
| Deane Retirement Strategies, Inc. | 5.39% | Add +1.8% | 103,786 | $10.7M |
| Creative Planning | 0.01% | Add +12.7% | 98,646 | $10.2M |
| Natixis Advisors, LLC | 0.02% | Reduce -34.0% | 97,566 | $10.1M |
| Advisors Preferred, LLC | 1.61% | No change | 96,790 | $10.0M |
| Aptus Capital Advisors, LLC | 0.12% | Add +1432.8% | 95,802 | $9.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +3.2% | 95,301 | $9.8M |
| Mutual Advisors, LLC | 0.28% | Add +9.1% | 94,921 | $9.8M |
| American Financial & Tax Strategies Inc. | 4.81% | Reduce -0.6% | 89,852 | $9.3M |
| FourThought Financial Partners, LLC | 0.94% | Add +0.9% | 87,329 | $9.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +46.8% | 87,268 | $9.0M |
| Apollon Financial, LLC | 2.12% | Add +21.3% | 82,338 | $8.5M |
| Hurley Capital, LLC | 6.79% | — | 80,575 | $8.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -9.8% | 79,368 | $8.4M |
| Quantinno Capital Management LP | 0.08% | Reduce -0.1% | 80,253 | $8.3M |
| Modern Wealth Management, LLC | 0.29% | New | 74,855 | $7.7M |
| Ethos Financial Group, LLC | 0.96% | Add +1435.4% | 70,766 | $7.3M |
| Renaissance Technologies | 0.01% | New | 70,400 | $7.3M |
| Freedom Investment Management, Inc. | 0.60% | Add +78.6% | 69,471 | $7.2M |
| Pinnacle Financial Partners Inc | 0.15% | Reduce -0.7% | 69,363 | $7.2M |
| SWAN Capital LLC | 3.34% | Reduce -32.6% | 66,254 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +40.1% | 65,394 | $6.8M |
| Cascade Wealth Advisors, Inc | 4.46% | Reduce -8.4% | 63,860 | $6.6M |
| Certified Advisory Corp | 0.71% | Add +3.5% | 63,212 | $6.5M |
| ERn Financial, LLC | 0.98% | Reduce -0.7% | 62,997 | $6.5M |
| Philip James Wealth Mangement, LLC | 0.87% | Add +0.8% | 62,679 | $6.5M |
| Bare Financial Services, Inc | 2.56% | Add +18.5% | 61,541 | $6.4M |
| IFP Advisors, Inc | 0.21% | Add +23.1% | 61,142 | $6.3M |
| Empire Life Investments Inc. | 0.39% | Add +74.4% | 60,829 | $6.3M |
| Curtis Advisory Group, LLC | 1.65% | Reduce -0.1% | 60,524 | $6.3M |
| MAI Capital Management | 0.05% | Add +173.9% | 59,511 | $6.1M |
| Silver Oak Securities, Incorporated | 0.56% | Add +83.6% | 57,742 | $6.0M |
| CoreCap Advisors, LLC | 0.27% | Add +2004.3% | 57,279 | $5.9M |
| Baker Avenue Asset Management, LP | 0.18% | Add +0.1% | 57,112 | $5.9M |
| First Horizon Advisors, Inc. | 0.16% | Add +4.0% | 56,998 | $5.9M |
| Diversified Enterprises, LLC | 0.56% | Add +51.5% | 56,931 | $5.9M |
| Fidelis Capital Partners, LLC | 0.58% | Add +258.6% | 55,964 | $5.8M |
| PFG Advisors | 0.35% | Add +3.6% | 55,963 | $5.8M |
| Wedbush Securities Inc. | 0.19% | Add +11.2% | 52,824 | $5.5M |
| Park Avenue Securities LLC | 0.06% | Add +31.5% | 52,768 | $5.5M |
| US Bancorp \de | 0.01% | Add +2.9% | 52,724 | $5.4M |
| Thompson Siegel & Walmsley LLC | 0.09% | Add +0.0% | 52,724 | $5.4M |
| FMR LLC | 0.00% | Add +7.1% | 52,709 | $5.4M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -1.7% | 51,736 | $5.3M |
| Frederick Financial Consultants, LLC | 4.19% | — | 50,756 | $5.2M |
| Rodgers & Associates, LTD | 0.62% | Add +9.0% | 50,235 | $5.2M |
| ORG Partners LLC | 0.71% | Reduce -2.7% | 49,816 | $5.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -11.4% | 49,744 | $5.1M |
| Smartleaf Asset Management LLC | 0.52% | Add +4.7% | 49,133 | $5.1M |
| Legacy Financial Advisors, Inc. | 0.85% | Reduce -3.6% | 49,531 | $5.1M |
| Auour Investments LLC | 1.76% | Reduce -0.8% | 47,794 | $5.0M |
| Fifth Third Wealth Advisors LLC | 0.27% | Add +33.0% | 47,936 | $5.0M |
| Linscomb Wealth, Inc. | 0.25% | Reduce -6.1% | 47,890 | $4.9M |
| Guardian Wealth Advisors, LLC / NC | 0.39% | New | 47,692 | $4.9M |
| Cozad Asset Management Inc. | 0.46% | Add +2.0% | 47,460 | $4.9M |
| &partners | 0.06% | Add +1.6% | 46,006 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +295.2% | 45,985 | $4.8M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +295.2% | 45,985 | $4.8M |
| Stegner Investment Associates Inc. | 3.12% | Add +0.0% | 45,610 | $4.7M |
| Sapient Capital LLC | 0.09% | Add +26.1% | 45,403 | $4.7M |
| RFG Advisory, LLC | 0.13% | Add +83.1% | 45,274 | $4.7M |
| Golden Road Advisors LLC | 3.43% | Add +0.7% | 43,948 | $4.5M |
| Andina Capital Management, LLC | 3.63% | Add +41.7% | 43,060 | $4.4M |
| Signaturefd, LLC | 0.08% | Reduce -10.7% | 42,926 | $4.4M |
| GEM Asset Management, LLC | 2.47% | Add +9.6% | 42,841 | $4.4M |
| Guerra Advisors Inc | 2.44% | — | 42,669 | $4.4M |
| CKW Financial Group | 0.54% | Add +7.6% | 42,581 | $4.4M |
| AE Wealth Management LLC | 0.04% | Reduce -0.8% | 42,370 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +122.9% | 42,368 | $4.4M |
| Atria Investments, Inc | 0.05% | Add +381.5% | 42,321 | $4.4M |
| New Millennium Group LLC | 2.47% | Add +8.1% | 40,920 | $4.2M |
| Sage Mountain Advisors LLC | 0.31% | Reduce -4.0% | 40,772 | $4.2M |
| Prosperity Consulting Group, LLC | 0.32% | Add +7.3% | 40,715 | $4.2M |
| Adapt Wealth Advisors, LLC | 2.06% | Reduce -3.6% | 40,420 | $4.2M |
| Savant Capital, LLC | 0.03% | Add +5.9% | 39,379 | $4.1M |
| Continuum Advisory, LLC | 0.51% | Add +0.8% | 38,759 | $4.0M |
| Investors Research Corp | 0.86% | Add +25.7% | 37,761 | $3.9M |
| TAGStone Capital, Inc. | 1.90% | Reduce -0.2% | 37,405 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 37,209 | $3.8M |
| Diversified Portfolios, Inc. | 0.42% | No change | 37,190 | $3.8M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -40.9% | 37,000 | $3.8M |
| Zhang Financial LLC | 0.22% | Reduce -0.9% | 36,441 | $3.8M |
| Roffman Miller Associates Inc. | 0.23% | Reduce -1.8% | 36,316 | $3.8M |
| Howard Capital Management, LLC | 0.06% | Add +5.4% | 36,230 | $3.7M |
| Mezzasalma Advisors, LLC | 1.19% | Reduce -2.8% | 35,706 | $3.7M |
| Legacy Edge Advisors, LLC | 0.57% | Reduce -25.2% | 34,455 | $3.6M |
| Johnson Investment Counsel Inc. | 0.04% | Add +44.5% | 34,723 | $3.6M |
| AQR Capital Management | 0.00% | Add +108.2% | 34,695 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.6% | 34,323 | $3.5M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 33,534 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +228.7% | 33,291 | $3.4M |
| HSBC Holdings PLC | 0.00% | Add +123.8% | 31,989 | $3.3M |
| Ballentine Partners, LLC | 0.06% | No change | 31,707 | $3.3M |
| Allegiance Financial Group Advisory Services LLC | 1.06% | Reduce -5.5% | 31,696 | $3.3M |
| One Day In July LLC | 0.34% | Add +5.6% | 31,655 | $3.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +274.2% | 31,311 | $3.2M |
| Accretive Wealth Partners, LLC | 1.36% | Add +0.8% | 31,024 | $3.2M |
| Prosperity Wealth Management, Inc. | 1.30% | Add +7.9% | 30,595 | $3.2M |
| Simon Quick Advisors, LLC | 0.19% | Add +10.0% | 30,414 | $3.1M |
| Tennessee Valley Asset Management Partners | 0.52% | Reduce -0.5% | 30,061 | $3.1M |
| Operose Advisors LLC | 1.05% | Add +214.3% | 29,798 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -4.0% | 29,325 | $3.0M |
| Sowell Financial Services LLC | 0.16% | Add +164.0% | 29,236 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +0.1% | 29,226 | $3.0M |
| Spectrum Investment Advisors, Inc. | 1.91% | Add +2.9% | 27,766 | $2.9M |
| Wedmont Private Capital | 0.15% | Add +1.9% | 27,795 | $2.8M |
| Michels Family Financial, LLC | 2.59% | — | 27,353 | $2.8M |
| Soltis Investment Advisors LLC | 0.26% | New | 27,283 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Add +0.0% | 27,167 | $2.8M |
| TCV Trust & Wealth Management, Inc. | 0.25% | No change | 26,614 | $2.7M |
| Nwam LLC | 0.17% | Reduce -4.1% | 26,479 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Add +3.8% | 26,404 | $2.7M |
| Mill Creek Capital Advisors, LLC | 0.07% | Add +699.3% | 26,313 | $2.7M |
| M3 Advisory Group, LLC | 1.90% | Reduce -0.4% | 25,682 | $2.7M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +1087.3% | 25,456 | $2.6M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -0.8% | 25,257 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Add +2.5% | 25,240 | $2.6M |
| Brookstone Capital Management | 0.04% | Add +83.5% | 25,201 | $2.6M |
| CHB Investment Group, LLC | 1.41% | Reduce -6.7% | 25,095 | $2.6M |
| ETF Portfolio Partners, Inc. | 0.77% | Add +7.9% | 24,689 | $2.6M |
| Independent Advisor Alliance | 0.03% | Add +938.9% | 24,342 | $2.5M |
| Tudor Investment Corporation | 0.03% | Add +274.1% | 24,195 | $2.5M |
| Prospera Financial Services Inc | 0.06% | Add +2.6% | 23,949 | $2.5M |
| Blackston Financial Advisory Group, LLC | 1.23% | Add +3.8% | 23,894 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.81% | Reduce -0.5% | 23,743 | $2.5M |
| Verus Capital Partners, LLC | 0.23% | Add +9.8% | 23,732 | $2.5M |
| Zacks Investment Management | 0.02% | Add +153.3% | 23,686 | $2.4M |
| Atlantic Union Bankshares Corp | 0.14% | Add +27.4% | 23,683 | $2.4M |
| Shikiar Asset Management Inc. | 0.71% | No change | 23,500 | $2.4M |
| Steph & Co. | 0.77% | Reduce -0.9% | 22,059 | $2.3M |
| Avior Wealth Management, LLC | 0.08% | Reduce -4.5% | 22,036 | $2.3M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -0.2% | 21,953 | $2.3M |
| Americana Partners, LLC | 0.09% | Add +71.7% | 21,865 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +1.9% | 21,656 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -2.7% | 21,453 | $2.2M |
| Portfolio Strategies, Inc. | 0.31% | Reduce -6.3% | 21,399 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 21,305 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +69.8% | 21,084 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -14.0% | 20,956 | $2.2M |
| Balentine LLC | 0.09% | No change | 20,952 | $2.2M |
| Sunpointe, LLC | 1.08% | Add +49.1% | 20,893 | $2.2M |
| Meketa Investment Group Inc. | 4.83% | — | 20,866 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.4% | 20,432 | $2.1M |
| Financial Alternatives, Inc | 1.48% | Reduce -6.2% | 20,313 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -3.8% | 20,199 | $2.1M |
| Keeley-Teton Advisors, LLC | 0.24% | Add +7.7% | 19,868 | $2.1M |
| IHT Wealth Management, LLC | 0.07% | Reduce -30.4% | 19,850 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +12.7% | 19,326 | $2.0M |
| Embree Financial Group | 0.33% | Add +0.1% | 18,633 | $1.9M |
| BluePointe Capital Management, LLC | 1.09% | No change | 18,493 | $1.9M |
| IFG Advisory, LLC | 0.11% | Add +2.2% | 18,293 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +11.3% | 17,854 | $1.8M |
| Thomasville National Bank | 0.13% | Reduce -0.4% | 17,830 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +34.4% | 17,696 | $1.8M |
| Synergy Asset Management, LLC | 0.14% | New | 17,661 | $1.8M |
| Choreo, LLC | 0.03% | Add +10.4% | 17,406 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -4.7% | 17,190 | $1.8M |
| Next Level Private LLC | 0.71% | Reduce -1.6% | 17,121 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -45.3% | 16,857 | $1.7M |
| Garde Capital, Inc. | 0.11% | No change | 16,663 | $1.7M |
| Bokf, NA | 0.03% | Add +33.3% | 16,152 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.5% | 16,010 | $1.7M |
| Princeton Global Asset Management LLC | 0.30% | Add +43.6% | 15,727 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +7.0% | 15,709 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -0.7% | 15,607 | $1.6M |
| Webster Bank, N. A. | 0.17% | Add +0.2% | 15,552 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.43% | Reduce -5.3% | 15,326 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | No change | 15,221 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | Add +17.3% | 15,061 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.5% | 14,959 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Reduce -24.2% | 14,826 | $1.5M |
| Virtue Capital Management, LLC | 0.31% | Reduce -12.2% | 14,815 | $1.5M |
| Curi Capital, LLC | 0.04% | No change | 14,731 | $1.5M |
| Opus Capital Group, LLC | 0.19% | Reduce -0.1% | 14,706 | $1.5M |
| DHK Financial Advisors, Inc. | 0.91% | No change | 14,550 | $1.5M |
| Consolidated Portfolio Review Corp | 0.23% | New | 14,334 | $1.5M |
| World Equity Group, Inc. | 0.32% | Add +185.8% | 14,266 | $1.5M |
| LBJ Family Wealth Advisors, Ltd. | 0.86% | Add +8.6% | 14,044 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +13.1% | 13,612 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.55% | New | 13,539 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -28.3% | 13,500 | $1.4M |
| 3Chopt Investment Partners, LLC | 0.48% | No change | 13,460 | $1.4M |
| Elevation Wealth Partners, LLC | 0.58% | Reduce -1.3% | 13,267 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -4.1% | 13,229 | $1.4M |
| Certuity, LLC | 0.15% | Reduce -3.9% | 13,167 | $1.4M |
| GeoWealth Management, LLC | 0.04% | Add +22.4% | 13,149 | $1.4M |
| Davidson Trust Co. | 0.69% | Add +16.1% | 12,941 | $1.3M |
| Gotham Asset Management | 0.01% | No change | 12,786 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.96% | Add +5.2% | 12,734 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +124.2% | 12,589 | $1.3M |
| Global View Capital Management LLC | 0.45% | — | 12,544 | $1.3M |
| Inspire Advisors, LLC | 0.16% | Add +5.8% | 12,361 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.1% | 12,239 | $1.3M |
| Black Point Wealth Management | 1.46% | Add +1.0% | 12,191 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Add +22.3% | 12,071 | $1.2M |
| McAdam, LLC | 0.07% | Add +4.7% | 11,813 | $1.2M |
| Castlekeep Investment Advisors LLC | 0.85% | Reduce -5.2% | 11,800 | $1.2M |
| Signal Tree Financial Partners LLC | 1.43% | — | 11,771 | $1.2M |
| Founders Financial Securities LLC | 0.11% | New | 11,649 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | Reduce -23.6% | 12,639 | $1.2M |
| Atlanta Consulting Group Advisors, LLC | 0.43% | Reduce -3.1% | 11,387 | $1.2M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -38.3% | 11,383 | $1.2M |
| Baker Boyer National Bank | 0.40% | Reduce -7.5% | 11,249 | $1.2M |
| Safeguard Financial, LLC | 0.25% | Reduce -1.0% | 11,025 | $1.1M |
| Money Concepts Capital Corp. | 0.08% | Add +62.9% | 11,023 | $1.1M |
| American National Bank & Trust | 0.13% | Reduce -5.6% | 10,923 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Reduce -8.7% | 10,922 | $1.1M |
| American Money Management, LLC | 0.22% | Reduce -13.0% | 10,857 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -3.1% | 10,829 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -35.5% | 10,881 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +94.7% | 10,784 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.0% | 10,723 | $1.1M |
| FSM Wealth Advisors, LLC | 0.27% | Reduce -3.8% | 10,646 | $1.1M |
| Lee, Kelleher & Klein Wealth Management | 0.77% | — | 10,518 | $1.1M |
| SBI Securities Co., Ltd. | 0.03% | — | 10,404 | $1.1M |
| Marcum Wealth, LLC | 0.09% | Reduce -0.7% | 10,371 | $1.1M |
| Calydon Capital | 0.21% | No change | 10,177 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +8.7% | 10,165 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +8.3% | 10,071 | $1.0M |
| Verum Partners LLC | 0.30% | Reduce -25.2% | 10,067 | $1.0M |
| Bison Wealth, LLC | 0.22% | Add +0.0% | 9,877 | $1.0M |
| Checchi Capital Advisers, LLC | 0.08% | New | 9,811 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Reduce -5.7% | 9,714 | $1.0M |
| Relyea Zuckerberg Hanson LLC | 0.13% | Add +2.2% | 9,521 | $983K |
| REDW Wealth LLC | 0.34% | New | 9,393 | $970K |
| Advisors Capital Management, LLC | 0.02% | New | 9,322 | $963K |
| Fort Sheridan Advisors LLC | 0.14% | Add +21.1% | 9,308 | $962K |
| Goelzer Investment Management, Inc. | 0.06% | Reduce -58.5% | 9,307 | $961K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 9,300 | $961K |
| MTM Investment Management, LLC | 0.36% | Add +0.0% | 9,162 | $946K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -1.6% | 9,083 | $938K |
| Private Trust Co. NA | 0.10% | Reduce -1.4% | 9,075 | $937K |
| Schneider Downs Wealth Management Advisors, LP | 0.17% | Reduce -14.1% | 8,939 | $923K |
| Tudor Financial Inc. | 0.54% | Add +0.2% | 8,878 | $917K |
| Bessemer Group Inc. | 0.00% | Add +1.9% | 8,868 | $916K |
| National Philanthropic Trust | 0.01% | Reduce -8.8% | 8,812 | $910K |
| Strategic Blueprint, LLC | 0.05% | Add +252.4% | 8,771 | $906K |
| DGS Capital Management, LLC | 0.22% | Add +152.4% | 8,670 | $896K |
| Amplius Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 8,657 | $894K |
| Balefire, LLC | 0.30% | New | 8,512 | $878K |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 8,488 | $877K |
| Santori & Peters, Inc. | 0.34% | Add +0.1% | 8,473 | $875K |
| Key Client Fiduciary Advisors, LLC | 0.39% | Add +4.9% | 8,349 | $862K |
| Sonata Capital Group Inc. | 0.36% | Add +55.8% | 8,304 | $858K |
| Accurate Wealth Management, LLC | 0.16% | New | 8,303 | $851K |
| Clark Capital Management Group, Inc. | 0.01% | New | 8,211 | $848K |
| Compass Ion Advisors, LLC | 0.10% | New | 8,141 | $841K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.4% | 8,122 | $839K |
| Flynn Zito Capital Management, LLC | 0.39% | Reduce -0.8% | 8,121 | $839K |
| Precedent Wealth Partners, LLC | 0.27% | Add +159.3% | 8,060 | $833K |
| Hazlett, Burt & Watson, Inc. | 0.37% | No change | 8,046 | $831K |
| ForthRight Wealth Management, LLC | 0.28% | No change | 8,009 | $827K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.1% | 7,994 | $826K |
| Diversified Trust Co. | 0.02% | Add +15.5% | 7,831 | $809K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +0.0% | 7,680 | $793K |
| Clare Market Investments LLC | 0.19% | No change | 7,665 | $792K |
| Axis Wealth Partners, LLC | 0.66% | — | 7,621 | $787K |
| Resolute Wealth Strategies, LLC | 0.40% | Reduce -0.6% | 7,610 | $786K |
| Bluesphere Advisors LLC | 0.38% | No change | 7,549 | $780K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 7,500 | $775K |
| Braun-Bostich & Associates Inc. | 0.56% | Add +0.3% | 7,496 | $774K |
| Brown Brothers Harriman & Co. | 0.01% | Add +22.4% | 7,454 | $770K |
| BlueStem Wealth Partners, LLC | 0.10% | — | 7,336 | $758K |
| SignalPoint Asset Management, LLC | 0.18% | Add +0.9% | 7,313 | $755K |
| Ritholtz Wealth Management | 0.02% | Reduce -83.7% | 7,303 | $754K |
| Cordatus Wealth Management LLC | 0.20% | Add +0.1% | 7,290 | $753K |
| EWG Elevate Inc. | 0.23% | New | 7,285 | $753K |
| Keystone Financial Group | 0.07% | Add +1.1% | 7,225 | $746K |
| Kelly Financial Group LLC | 0.26% | — | 7,102 | $734K |
| Benchmark Wealth Management, LLC | 0.36% | Reduce -9.7% | 7,055 | $729K |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 7,025 | $726K |
| Brown Advisory Inc. | 0.00% | Add +167.3% | 6,937 | $717K |
| Sentinel Trust Co. Lba | 0.08% | No change | 6,908 | $714K |
| Liberty Wealth Management LLC | 0.12% | Reduce -2.0% | 6,889 | $712K |
| Sovereign Financial Group, Inc. | 0.16% | Add +13.6% | 6,821 | $705K |
| Lewis Asset Management, LLC | 0.54% | Add +0.1% | 6,814 | $704K |
| Bogart Wealth, LLC | 0.03% | Add +2.7% | 6,790 | $701K |
| Rainier Family Wealth Inc. | 0.85% | — | 6,764 | $699K |
| Pine Valley Investments Ltd Liability Co | 0.04% | New | 6,555 | $677K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -11.2% | 6,506 | $672K |
| Capital Investment Advisors, LLC | 0.01% | New | 6,504 | $672K |
| Eq LLC | 0.31% | No change | 6,480 | $669K |
| Park Edge Advisors, LLC | 0.19% | Reduce -2.2% | 6,433 | $665K |
| Plan Group Financial, LLC | 0.35% | Reduce -7.3% | 6,402 | $661K |
| Scotia Capital Inc. | 0.00% | Add +67.6% | 6,402 | $661K |
| Compound Planning, Inc. | 0.03% | Reduce -2.1% | 6,392 | $660K |
| Fulton Bank, N.A. | 0.03% | New | 6,391 | $660K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +0.9% | 6,341 | $655K |
| AlphaStar Capital Management, LLC | 0.07% | Add +6.0% | 6,305 | $651K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -14.0% | 6,287 | $649K |
| Financial Guidance Group, Inc. | 0.35% | No change | 6,250 | $646K |
| Old Mission Capital LLC | 0.01% | Add +8.8% | 6,200 | $640K |
| Fulcrum Equity Management | 0.63% | New | 6,161 | $636K |
| Cherrydale Wealth Management, LLC | 0.25% | New | 6,137 | $634K |
| Stone House Investment Management, LLC | 0.16% | Reduce -41.0% | 6,101 | $630K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.7% | 6,059 | $626K |
| Arkadios Wealth Advisors | 0.03% | New | 5,913 | $611K |
| Petra Financial Advisors Inc. | 0.41% | Reduce -4.5% | 5,871 | $606K |
| Cwm, LLC | 0.00% | Add +55.0% | 5,855 | $605K |
| Pinnacle Associates Ltd. | 0.01% | Add +51.6% | 5,670 | $586K |
| Heritage Oak Wealth Advisors LLC | 0.28% | New | 5,610 | $580K |
| Facet Wealth, Inc. | 0.02% | Reduce -35.8% | 5,493 | $577K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,552 | $574K |
| Apella Capital, LLC | 0.02% | Add +35.9% | 5,546 | $573K |
| Victory Financial Group, LLC | 0.15% | — | 5,495 | $568K |
| Traction Financial Partners, LLC | 0.44% | Add +32.2% | 5,428 | $561K |
| Lokken Investment Group LLC | 0.24% | Add +1.8% | 5,420 | $560K |
| Capital Planning LLC | 0.15% | No change | 5,360 | $554K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $552K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +1.5% | 5,234 | $541K |
| Bleakley Financial Group, LLC | 0.02% | Add +0.2% | 5,231 | $540K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +13.8% | 5,203 | $537K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Add +31.7% | 5,185 | $536K |
| PBMares Wealth Management LLC | 0.11% | New | 5,180 | $535K |
| Solutions 4 Wealth, Ltd | 0.95% | Reduce -0.9% | 5,106 | $527K |
| Hershey Financial Advisers, LLC | 0.46% | — | 5,087 | $525K |
| AdvisorNet Financial, Inc | 0.04% | Add +52.6% | 5,055 | $522K |
| Foundations Investment Advisors, LLC | 0.01% | Add +53.6% | 5,052 | $522K |
| Alteri Wealth LLC | 0.14% | — | 5,008 | $517K |
| Citadel Advisors | 0.00% | New | 4,927 | $509K |
| Ignite Planners, LLC | 0.11% | Add +110.9% | 4,790 | $502K |
| Hutchens & Kramer Investment Management Group, LLC | 0.27% | Add +9.1% | 4,835 | $499K |
| Vicus Capital | 0.04% | New | 4,809 | $497K |
| Cura Wealth Advisors, LLC | 0.22% | — | 4,800 | $496K |
| Sovran Advisors, LLC | 0.07% | — | 4,850 | $494K |
| Cresset Asset Management, LLC | 0.00% | Add +49.8% | 4,774 | $493K |
| World Investment Advisors | 0.01% | New | 4,755 | $491K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.0% | 4,742 | $490K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.2% | 4,701 | $486K |
| Csenge Advisory Group | 0.03% | Reduce -5.1% | 4,694 | $485K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $481K |
| Titleist Asset Management, LLC | 0.06% | Reduce -1.0% | 4,641 | $479K |
| Compass Wealth Management LLC | 0.12% | No change | 4,640 | $479K |
| Elite Life Management LLC | 1.41% | Reduce -8.0% | 4,611 | $476K |
| SVB Wealth LLC | 0.01% | New | 4,575 | $473K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -17.3% | 4,573 | $472K |
| AMG National Trust Bank | 0.01% | New | 4,502 | $469K |
| Foundation Wealth Management, LLC | 0.36% | No change | 4,490 | $464K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -11.8% | 4,481 | $463K |
| Qube Research & Technologies Ltd | 0.00% | Add +74.3% | 4,482 | $463K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 4,414 | $456K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.9% | 4,364 | $451K |
| United Capital Management of KS, Inc. | 0.08% | No change | 4,360 | $450K |
| ARK & TLK Investments, LLC | 0.16% | No change | 4,353 | $450K |
| Hirtle & Co., LLC | 0.02% | No change | 4,321 | $446K |
| Inman Jager Wealth Management, LLC | 0.35% | — | 4,310 | $445K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,296 | $444K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,295 | $444K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.1% | 4,293 | $443K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -1.2% | 4,200 | $434K |
| Good Life Advisors, LLC | 0.03% | Add +22.7% | 4,178 | $432K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 4,130 | $427K |
| Charles Schwab Trust Co | 0.04% | No change | 4,101 | $424K |
| Centricity Wealth Management, LLC | 0.39% | — | 4,083 | $422K |
| Fermata Advisors, LLC | 0.08% | Reduce -4.3% | 4,081 | $422K |
| Motive Wealth Advisors | 0.23% | Reduce -49.2% | 4,077 | $421K |
| Ellenbecker Investment Group | 0.07% | New | 4,048 | $418K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.5% | 3,980 | $411K |
| Rathbones Group PLC | 0.00% | Reduce -6.0% | 3,950 | $408K |
| Sax Wealth Advisors, LLC | 0.03% | Add +6.2% | 3,944 | $407K |
| Centaurus Financial, Inc. | 0.02% | Add +26.7% | 3,886 | $401K |
| Berkshire Asset Management LLC | 0.02% | Add +18.9% | 3,719 | $398K |
| Legacy Wealth Asset Management, LLC | 0.11% | No change | 3,819 | $395K |
| Bond & Devick Financial Network, Inc. | 0.17% | No change | 4,079 | $394K |
| Visionary Wealth Advisors | 0.02% | No change | 3,809 | $393K |
| New Republic Capital, LLC | 0.26% | No change | 3,800 | $393K |
| Snider Financial Group | 0.12% | New | 3,792 | $392K |
| Regent Peak Wealth Advisors LLC | 0.09% | No change | 3,773 | $390K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.5% | 3,736 | $386K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,689 | $381K |
| My Personal CFO, LLC | 0.19% | Add +0.1% | 3,654 | $377K |
| Elevation Capital Advisory, LLC | 0.16% | New | 3,649 | $377K |
| Emerald Advisors, LLC | 0.05% | Reduce -0.4% | 3,579 | $370K |
| Wolf Group Capital Advisors | 0.18% | No change | 5,207 | $368K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.6% | 3,563 | $368K |
| Millennium Management | 0.00% | Reduce -19.9% | 3,551 | $367K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,521 | $364K |
| Tme Financial, Inc. | 0.34% | — | 3,768 | $364K |
| Franklin Resources Inc. | 0.00% | No change | 3,492 | $361K |
| Trexquant Investment LP | 0.00% | New | 3,473 | $359K |
| Headlands Technologies LLC | 0.04% | Add +505.2% | 3,401 | $351K |
| Park Capital Management, LLC / WI | 0.42% | — | 3,400 | $351K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -1.5% | 3,385 | $350K |
| Fisher Asset Management | 0.00% | Add +23.9% | 3,351 | $346K |
| Cape Investment Advisory, Inc. | 0.13% | No change | 3,309 | $342K |
| HFG Advisors, Inc. | 0.30% | No change | 3,298 | $341K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.3% | 3,298 | $341K |
| Mgo One Seven LLC | 0.01% | New | 3,294 | $340K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -0.0% | 3,237 | $334K |
| Old North State Wealth Management, LLC | 0.19% | Add +0.1% | 3,225 | $333K |
| HRT Financial LP | 0.00% | New | 3,220 | $332K |
| Williams & Novak, LLC | 0.32% | No change | 3,200 | $331K |
| Stonegate Investment Group, LLC | 0.01% | No change | 3,191 | $330K |
| Principal Securities, Inc. | 0.01% | Add +602.4% | 3,175 | $328K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,143 | $325K |
| Maridea Wealth Management LLC | 0.10% | — | 3,141 | $324K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 3,140 | $324K |
| Whitcomb & Hess, Inc. | 0.10% | No change | 3,119 | $322K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.1% | 3,119 | $322K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +0.1% | 3,112 | $321K |
| Allworth Financial LP | 0.00% | Add +7.0% | 2,988 | $320K |
| Capital A Wealth Management, LLC | 0.52% | — | 3,056 | $316K |
| Cedar Point Capital Partners, LLC | 0.21% | Add +40.9% | 3,027 | $313K |
| Stonebridge Financial Planning Group, LLC | 0.14% | Add +0.1% | 3,023 | $312K |
| New England Private Wealth Advisors LLC | 0.05% | New | 3,018 | $312K |
| Lifeworks Advisors, LLC | 0.06% | New | 3,012 | $311K |
| Wealthgarden F.S. LLC | 0.29% | No change | 2,977 | $308K |
| Nelson Capital Management, LLC | 0.05% | New | 2,951 | $305K |
| Integrated Advisors Network LLC | 0.01% | Add +11.6% | 2,945 | $304K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -64.9% | 2,913 | $301K |
| Tranquility Partners, LLC | 0.11% | No change | 2,877 | $297K |
| Smart Portfolios, LLC | 0.31% | Reduce -6.8% | 2,861 | $296K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +9.3% | 2,856 | $295K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,853 | $295K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -9.3% | 2,831 | $294K |
| SkyOak Wealth, LLC | 0.06% | New | 2,836 | $293K |
| Windsor Advisory Group, LLC | 0.34% | New | 2,816 | $291K |
| Lockerman Financial Group, Inc. | 0.49% | New | 2,793 | $289K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +269.6% | 2,768 | $286K |
| Rialto Wealth Management, LLC | 0.09% | — | 2,760 | $285K |
| Prepared Retirement Institute LLC | 0.16% | Add +6.0% | 2,754 | $284K |
| Fairvoy Private Wealth, LLC | 0.08% | — | 2,753 | $284K |
| First City Capital Management, Inc. | 0.15% | No change | 2,744 | $283K |
| Sightline Wealth Advisors, LLC | 0.15% | Add +0.0% | 2,742 | $283K |
| Financial Harvest, LLC | 0.24% | — | 2,728 | $282K |
| Everett Harris & Co. | 0.00% | No change | 2,725 | $281K |
| D'Orazio & Associates, Inc. | 0.04% | Add +2.9% | 2,655 | $274K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 2,641 | $273K |
| Lindbrook Capital, LLC | 0.02% | No change | 2,631 | $272K |
| Merkkuri Wealth Advisors LLC | 0.21% | Add +0.1% | 2,623 | $271K |
| Maia Wealth LLC | 0.06% | Add +0.1% | 2,574 | $267K |
| Financial Freedom, LLC | 0.14% | Add +0.1% | 2,535 | $262K |
| Evercore Wealth Management, LLC | 0.00% | New | 2,516 | $260K |
| James Reed Financial Services, Inc. | 0.27% | — | 2,500 | $258K |
| Avant Capital LLC | 0.21% | — | 2,476 | $256K |
| Allodium Investment Consultants, LLC | 0.21% | — | 2,460 | $254K |
| Newport Capital Group, LLC | 0.19% | Reduce -1.4% | 2,438 | $252K |
| Rothschild Wealth LLC | 0.07% | New | 2,436 | $252K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,425 | $251K |
| Client 1ST Advisory Group, LLC | 0.10% | New | 2,409 | $249K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,378 | $246K |
| Wellington Wealth Strategies, LLC. | 0.22% | New | 2,287 | $245K |
| GM Advisory Group, LLC | 0.01% | Add +0.1% | 2,362 | $244K |
| Valued Retirements, Inc. | 0.33% | No change | 2,356 | $243K |
| Shufro Rose & Co. LLC | 0.02% | New | 2,334 | $241K |
| Mycio Wealth Partners, LLC | 0.06% | New | 2,332 | $241K |
| Tectonic Advisors LLC | 0.02% | Add +0.2% | 2,317 | $239K |
| Capital Analysts, LLC | 0.01% | Add +2.9% | 2,313 | $239K |
| Sicart Associates LLC | 0.09% | Reduce -3.5% | 2,313 | $239K |
| Equitable Trust Co. | 0.01% | No change | 2,312 | $239K |
| Bawa N Mallick Trust | 0.10% | — | 2,300 | $238K |
| Financial Counselors Inc. | 0.00% | Add +0.6% | 2,294 | $237K |
| Gentry Private Wealth, LLC | 0.98% | Add +4.2% | 2,293 | $237K |
| Capital Planning Advisors, LLC | 0.04% | No change | 2,286 | $236K |
| Magnolia Capital Advisors LLC | 0.06% | New | 2,285 | $236K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 2,284 | $236K |
| MWA Asset Management | 0.16% | New | 2,282 | $236K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,279 | $235K |
| FWL Investment Management, LLC | 0.09% | No change | 2,274 | $235K |
| Nottingham Advisors, Inc. | 0.03% | New | 2,213 | $229K |
| Axxcess Wealth Management, LLC | 0.01% | Add +4.7% | 2,204 | $228K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -20.5% | 2,192 | $226K |
| Caprock Group, LLC | 0.01% | Add +2.1% | 2,187 | $226K |
| Russell Investments Group, Ltd. | 0.00% | Add +511.8% | 2,184 | $226K |
| Sigma Planning Corp | 0.01% | Reduce -11.9% | 2,150 | $222K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,133 | $220K |
| Avalon Trust Co | 0.02% | No change | 2,121 | $219K |
| Premier Path Wealth Partners, LLC | 0.03% | No change | 2,108 | $218K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 2,101 | $217K |
| CRA Financial Services, LLC | 0.04% | New | 2,100 | $217K |
| Jacobs & Co. | 0.02% | No change | 2,100 | $216K |
| Occidental Asset Management, LLC | 0.03% | No change | 2,090 | $216K |
| PUREfi Wealth, LLC | 0.21% | — | 2,080 | $215K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,037 | $210K |
| Avion Wealth | 0.05% | Add +331.2% | 2,018 | $208K |
| Philadelphia Trust Co. | 0.02% | New | 2,000 | $207K |
| Aspiriant, LLC | 0.01% | New | 2,001 | $207K |
| NTV Asset Management LLC | 0.03% | New | 2,000 | $207K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,992 | $206K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 1,991 | $206K |
| United Community Bank | 0.08% | New | 1,973 | $204K |
| Absolute Capital Management, LLC | 0.11% | New | 1,955 | $204K |
| Catalina Capital Group, LLC | 0.07% | New | 1,947 | $201K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 1,938 | $200K |
| Wealth Alliance, LLC | 0.02% | New | 1,938 | $200K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,926 | $199K |
| Gen-Wealth Partners Inc | 0.08% | No change | 1,900 | $196K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $193K |
| Valley National Advisers Inc. | 0.03% | Add +52.4% | 1,841 | $190K |
| Roxbury Financial LLC | 0.18% | — | 1,822 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,801 | $186K |
| BNP Paribas Financial Markets | 0.00% | Add +941.9% | 1,792 | $185K |
| Ancora Advisors LLC | 0.00% | No change | 1,720 | $178K |
| Murphy & Mullick Capital Management Corp | 0.16% | — | 1,680 | $174K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 1,669 | $172K |
| Caitlin John, LLC | 0.11% | No change | 1,628 | $168K |
| Crews Bank & Trust | 0.03% | — | 1,624 | $168K |
| Whipplewood Advisors, LLC | 0.09% | — | 1,558 | $161K |
| Paladin Advisory Group, LLC | 0.12% | Add +22.3% | 1,467 | $152K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,412 | $146K |
| Trust Co. of Vermont | 0.01% | Reduce -4.8% | 1,400 | $145K |
| Asset Dedication, LLC | 0.01% | No change | 1,397 | $144K |
| Private Wealth Management Group, LLC | 0.05% | No change | 1,237 | $128K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,202 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +23.5% | 1,199 | $124K |
| Whittier Trust Co. | 0.00% | Add +7773.3% | 1,181 | $122K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 1,136 | $117K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.8% | 1,100 | $114K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $103K |
| Nova Wealth Management, Inc. | 0.09% | — | 986 | $102K |
| Archer Investment Corp | 0.03% | Reduce -3.5% | 978 | $101K |
| FPC Investment Advisory, Inc. | 0.07% | New | 902 | $95K |
| CENTRAL TRUST Co | 0.00% | New | 914 | $94K |
| Eukles Asset Management | 0.04% | No change | 884 | $91K |
| JNBA Financial Advisors | 0.01% | Reduce -12.7% | 833 | $86K |
| Trust Co | 0.01% | No change | 800 | $83K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $82K |
| Synergy Investment Management, LLC | 0.03% | — | 750 | $77K |
| Concord Wealth Partners | 0.01% | Reduce -45.7% | 721 | $74K |
| Independence Bank of Kentucky | 0.01% | New | 711 | $73K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.7% | 701 | $73K |
| Financial Perspectives, Inc | 0.02% | Add +4.6% | 687 | $71K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -43.3% | 655 | $68K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $67K |
| Private Capital Management LLC | 0.01% | No change | 652 | $67K |
| Mitchell Sinkler & Starr | 0.02% | Add +18.2% | 650 | $67K |
| Larson Financial Group LLC | 0.00% | Reduce -43.9% | 650 | $67K |
| WASHINGTON TRUST Co | 0.00% | Add +222.5% | 645 | $67K |
| Key Financial Inc | 0.01% | No change | 640 | $66K |
| Vermillion Wealth Management, Inc. | 0.03% | — | 630 | $65K |
| Measured Risk Portfolios, Inc. | 0.07% | — | 620 | $64K |
| Providence First Trust Co | 0.02% | New | 600 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 590 | $61K |
| Eagle Bay Advisors LLC | 0.04% | Add +140.7% | 568 | $59K |
| Tompkins Financial Corp. | 0.01% | No change | 542 | $56K |
| Adirondack Trust Co. | 0.02% | Add +10.4% | 542 | $56K |
| Pineridge Advisors LLC | 0.02% | No change | 512 | $53K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 506 | $52K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -0.6% | 669 | $52K |
| City State Bank | 0.02% | No change | 500 | $52K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $52K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $52K |
| Investment Counsel Co. of Nevada | 0.13% | — | 498 | $51K |
| Coastline Trust Co | 0.01% | No change | 475 | $49K |
| Spire Wealth Management | 0.00% | Reduce -5.0% | 475 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 473 | $49K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -53.9% | 431 | $45K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 410 | $42K |
| Sound Income Strategies, LLC | 0.00% | Add +3291.7% | 407 | $42K |
| Legacy Investment Solutions, LLC | 0.03% | New | 400 | $42K |
| Legacy Wealth Managment, LLC | 0.03% | New | 400 | $42K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 405 | $42K |
| Eastern Bank | 0.00% | Add +5.7% | 388 | $40K |
| NFSG Corp | 0.01% | Reduce -43.1% | 371 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 328 | $34K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 300 | $31K |
| Westside Investment Management, Inc. | 0.01% | Add +20.4% | 295 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 259 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 244 | $25K |
| First Pacific Financial | 0.01% | Add +0.4% | 241 | $25K |
| Sterling Capital Management LLC | 0.00% | New | 231 | $24K |
| Castleview Partners, LLC | 0.01% | New | 220 | $23K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 200 | $21K |
| Central Pacific Bank - Trust Division | 0.00% | Add +10.1% | 196 | $20K |
| WFA Asset Management Corp | 0.01% | New | 185 | $19K |
| Founders Financial Alliance, LLC | 0.00% | New | 165 | $17K |
| BlackRock, Inc. | 0.00% | New | 156 | $16K |
| Guardian Wealth Management, Inc. | 0.01% | No change | 152 | $16K |
| Tidemark, LLC | 0.01% | No change | 140 | $14K |
| Bfsg, LLC | 0.00% | Add +16.9% | 138 | $14K |
| CNB Bank | 0.01% | No change | 132 | $14K |
| Tucker Asset Management LLC | 0.00% | Add +13.3% | 128 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 112 | $12K |
| Golden State Wealth Management, LLC | 0.00% | — | 104 | $11K |
| Fairman Group, LLC | 0.01% | No change | 96 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 90 | $9K |
| Bellwether Advisors, LLC | 0.00% | New | 88 | $9K |
| Abound Wealth Management | 0.00% | No change | 80 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 70 | $7K |
| Insight Inv LLC | 0.00% | No change | 68 | $7K |
| Ameriflex Group, Inc. | 0.00% | — | 66 | $7K |
| Bangor Savings Bank | 0.00% | New | 62 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $6K |
| Denver PWM, LLC | 0.00% | New | 56 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 55 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| New Wave Wealth Advisors LLC | 0.00% | New | 49 | $5K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -42.7% | 55 | $5K |
| Simplex Trading, LLC | 0.00% | New | 57 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.0% | 48 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 46 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 38 | $4K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 37 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 37 | $4K |
| Lee Danner & Bass Inc. | 0.00% | New | 37 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 34 | $4K |
| West Paces Advisors Inc. | 0.00% | No change | 33 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 22 | $2K |
| St Germain D J Co. Inc. | 0.00% | Add +29.4% | 22 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -91.0% | 22 | $2K |
| 2UniFi Bank | 0.00% | — | 19 | $2K |
| Menard Financial Group LLC | 0.00% | New | 19 | $2K |
| Copia Wealth Management | 0.00% | — | 16 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 15 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -34.8% | 15 | $2K |
| Clark Wealth Partners | 0.00% | — | 10 | $1K |
| Centennial Bank | 0.00% | New | 7 | $723 |
| Rakuten Securities, Inc. | 0.00% | Reduce -58.8% | 7 | $723 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $621 |
| Criterion Capital Advisors, LLC | 0.00% | No change | 5 | $470 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $134 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.8% | 8 | $0 |
"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.