Vanguard Russell 1000 GrowthVONGETF
13F holders, Q1 2025 (March 31)712holders −27
64new positions
82sold out
5famous investors
$92.76avg. 13F price*
At the end of Q1 2025, 712 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, down 27 from Q4 2024. 64 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($3.3B), Avantax Advisory Services, Inc. ($963.9M) and Morgan Stanley ($734.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Russell 1000 Growth
- CUSIP
- 92206C680
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $138.9M |
| Exits | 82 | $139.3M |
All 13F filers, Q4 2024 → Q1 2025: 15,732,424 shares bought and 4,725,923 shares sold, net +11,006,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| Bank of America Corp. | 0.30% | Add +22.9% | 35,789,907 | $3.3B |
| Avantax Advisory Services, Inc. | 5.85% | Add +0.1% | 10,388,329 | $963.9M |
| Morgan Stanley | 0.05% | Add +13.1% | 7,919,798 | $734.9M |
| LPL Financial LLC | 0.24% | Add +19.5% | 6,602,552 | $612.7M |
| Wells Fargo & Company | 0.10% | Add +26.4% | 4,671,734 | $433.5M |
| Tiaa Trust, National Association | 1.34% | Add +0.4% | 4,642,676 | $430.8M |
| Citigroup Inc. | 0.26% | Add +3.3% | 3,675,208 | $341.0M |
| UBS Group AG | 0.07% | Add +5.6% | 3,627,834 | $336.6M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -3.0% | 3,624,540 | $336.3M |
| Ameriprise Financial Inc. | 0.09% | Reduce -0.9% | 3,459,143 | $321.4M |
| Sequoia Financial Advisors, LLC | 2.33% | Reduce -0.8% | 3,247,550 | $301.3M |
| Raymond James Financial Inc. | 0.11% | Add +6.7% | 3,171,773 | $294.3M |
| Equitable Holdings, Inc. | 2.70% | Reduce -6.8% | 3,060,834 | $284.0M |
| Commonwealth Equity Services, LLC | 0.30% | Add +4.3% | 2,301,287 | $213.5M |
| Truist Financial Corp. | 0.30% | Add +5.0% | 1,997,544 | $185.4M |
| SageView Advisory Group, LLC | 7.89% | Add +7.5% | 1,992,989 | $184.9M |
| Janney Montgomery Scott LLC | 0.43% | Reduce -7.7% | 1,615,754 | $149.9M |
| HighTower Advisors, LLC | 0.20% | Add +5.3% | 1,589,524 | $147.5M |
| Prudential Financial Inc. | 0.17% | Reduce -8.6% | 1,287,931 | $119.5M |
| Wealthquest Corp | 9.72% | Reduce -1.5% | 1,254,544 | $116.4M |
| Quent Capital, LLC | 11.38% | Reduce -1.9% | 1,169,308 | $108.5M |
| Osaic Holdings, Inc. | 0.21% | Add +68.5% | 1,021,134 | $94.8M |
| Silvercrest Asset Management Group LLC | 0.67% | Reduce -3.0% | 1,012,380 | $93.9M |
| Two Sigma Investments, LP | 0.21% | Add +36.9% | 988,900 | $91.8M |
| Apollon Wealth Management, LLC | 1.87% | Add +25.4% | 915,855 | $85.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.9% | 910,915 | $84.5M |
| Beacon Pointe Advisors, LLC | 0.90% | Add +8.9% | 860,463 | $79.8M |
| Pathstone Holdings, LLC | 0.33% | Add +2.4% | 810,463 | $75.2M |
| Royal Bank of Canada | 0.02% | Add +8.7% | 742,262 | $68.9M |
| Comerica Bank | 0.29% | Reduce -1.3% | 733,250 | $68.0M |
| Global Strategic Investment Solutions, LLC | 7.27% | Add +10.8% | 677,155 | $62.8M |
| WestHill Financial Advisors, Inc. | 13.68% | Reduce -4.5% | 644,601 | $59.8M |
| Cetera Investment Advisers | 0.11% | Add +14.9% | 617,317 | $57.3M |
| LPWM LLC | 18.23% | Reduce -1.6% | 610,041 | $56.6M |
| Jones Financial Companies LLLP | 0.05% | Add +1317.6% | 600,596 | $55.7M |
| MML Investors Services, LLC | 0.18% | Add +14.8% | 595,147 | $55.2M |
| Aaron Wealth Advisors LLC | 6.22% | Reduce -3.9% | 584,668 | $54.3M |
| Nadler Financial Group, Inc. | 5.82% | Reduce -5.0% | 565,808 | $52.5M |
| Hapanowicz & Associates Financial Services, Inc | 26.63% | Add +2.2% | 515,438 | $47.8M |
| Fifth Third Bancorp | 0.18% | Add +8.5% | 510,495 | $47.4M |
| LVW Advisors, LLC | 5.57% | Add +6.5% | 498,240 | $46.2M |
| Assetmark, Inc. | 0.13% | Reduce -0.2% | 497,689 | $46.2M |
| Modera Wealth Management, LLC | 0.62% | Add +1.4% | 493,859 | $45.8M |
| Pacific Life Fund Advisors LLC | 5.13% | Add +27.6% | 492,747 | $45.7M |
| Waldron Private Wealth LLC | 2.15% | Reduce -3.8% | 489,812 | $45.4M |
| SCS Capital Management LLC | 0.57% | New | 482,571 | $44.8M |
| CW Advisors, LLC | 0.53% | Reduce -0.5% | 481,061 | $44.6M |
| Clearstead Advisors, LLC | 0.69% | Add +23.8% | 477,516 | $44.3M |
| Baltimore-Washington Financial Advisors, Inc. | 2.37% | Reduce -1.7% | 475,234 | $44.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +17.2% | 473,073 | $43.9M |
| Valley Wealth Managers, Inc. | 3.26% | Add +2.9% | 462,998 | $43.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 438,330 | $40.7M |
| Citizens & Northern Corp. | 10.95% | Add +0.0% | 418,613 | $38.8M |
| Snowden Capital Advisors LLC | 1.21% | Reduce -4.4% | 404,382 | $37.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.6% | 404,107 | $37.5M |
| Carolinas Wealth Consulting LLC | 8.01% | Reduce -4.1% | 461,247 | $37.2M |
| One Capital Management, LLC | 1.25% | Reduce -5.8% | 399,205 | $37.0M |
| Creative Financial Designs Inc. | 2.92% | Add +4.4% | 393,815 | $36.5M |
| Commerce Bank | 0.23% | Add +4.3% | 391,749 | $36.4M |
| Mariner, LLC | 0.06% | Add +4.4% | 384,481 | $35.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -0.8% | 376,801 | $35.0M |
| Stephens Inc. | 0.48% | Add +4.3% | 353,635 | $32.8M |
| Parkside Financial Bank & Trust | 4.09% | Add +4.1% | 346,561 | $32.2M |
| NewEdge Advisors, LLC | 0.18% | Add +9.7% | 319,011 | $29.6M |
| Wealthspire Retirement, LLC | 2.33% | Add +4.6% | 317,419 | $29.5M |
| Alliancebernstein L.P. | 0.01% | Add +1.0% | 313,775 | $29.1M |
| Windward Private Wealth Management Inc. | 10.90% | Add +0.4% | 301,313 | $28.0M |
| Steele Capital Management, Inc. | 1.44% | Reduce -0.0% | 297,399 | $27.6M |
| Cerity Partners LLC | 0.05% | Reduce -13.1% | 284,169 | $26.4M |
| Corient Private Wealth LP | 0.04% | Reduce -1.1% | 282,195 | $26.2M |
| Lido Advisors, LLC | 0.15% | Reduce -1.7% | 275,987 | $25.6M |
| MIdWestOne Financial Group, Inc. | 3.48% | Add +1.8% | 264,075 | $24.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.5% | 256,964 | $23.8M |
| Cynosure Group, LLC | 3.18% | New | 248,869 | $23.1M |
| Bank of Montreal | 0.01% | Reduce -67.4% | 239,919 | $22.3M |
| Country Club Bank | 1.47% | Reduce -1.5% | 235,945 | $21.9M |
| Captrust Financial Advisors | 0.05% | Reduce -26.4% | 233,334 | $21.7M |
| Condor Capital Management | 1.94% | Add +22.2% | 224,810 | $20.9M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -8.0% | 222,629 | $20.7M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 222,492 | $20.6M |
| Highland Financial Advisors, LLC | 7.29% | Add +1.5% | 219,698 | $20.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.16% | Reduce -4.7% | 214,170 | $19.9M |
| Tolleson Wealth Management, Inc. | 3.82% | New | 213,600 | $19.8M |
| D.A. Davidson & Co. | 0.16% | Reduce -0.7% | 211,826 | $19.7M |
| Cambridge Associates LLC /Ma/ | 0.55% | Reduce -3.8% | 206,440 | $19.2M |
| Perkins Coie Trust Co | 4.32% | Add +3.7% | 205,459 | $19.1M |
| Strategic Financial Partners, Ltd. | 9.71% | Add +36.9% | 198,650 | $18.4M |
| Elite Financial, Inc. | 9.71% | Add +9.4% | 197,970 | $18.4M |
| Bernardo Wealth Planning LLC | 4.39% | Add +3.1% | 197,785 | $18.4M |
| Kestra Advisory Services, LLC | 0.09% | Add +53.7% | 196,964 | $18.3M |
| Kestra Private Wealth Services, LLC | 0.30% | Reduce -13.9% | 196,464 | $18.2M |
| Wealth Dimensions Group, Ltd. | 4.34% | Add +3.7% | 195,987 | $18.2M |
| Ieq Capital, LLC | 0.14% | Add +0.5% | 191,965 | $17.8M |
| HBK Sorce Advisory LLC | 0.52% | Reduce -8.8% | 191,959 | $17.8M |
| Yarger Wealth Strategies, LLC | 10.31% | Add +0.1% | 190,423 | $17.7M |
| Summit X, LLC | 3.53% | Reduce -0.3% | 180,918 | $16.8M |
| TD Private Client Wealth LLC | 0.46% | Add +22.3% | 178,755 | $16.6M |
| Keybank National Association | 0.07% | Add +3.2% | 178,645 | $16.6M |
| HB Wealth Management, LLC | 0.13% | Add +0.9% | 168,560 | $15.6M |
| Sandy Spring Bank | 0.66% | Add +12.0% | 168,059 | $15.6M |
| Blue Barn Wealth, LLC | 7.93% | Add +0.9% | 163,910 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -19.9% | 158,920 | $14.7M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +7.1% | 157,624 | $14.6M |
| Focus Partners Wealth | 0.04% | Add +0.2% | 157,528 | $14.6M |
| M&T Bank Corp | 0.05% | Reduce -7.0% | 153,153 | $14.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -23.5% | 150,800 | $14.0M |
| Apella Capital, LLC | 0.46% | Add +2521.6% | 145,393 | $13.4M |
| Lebenthal Global Advisors, LLC | 2.51% | Add +37.8% | 144,072 | $13.4M |
| Procyon Advisors, LLC | 0.78% | Add +8.6% | 138,439 | $12.8M |
| Connable Office Inc. | 1.29% | Reduce -0.4% | 130,202 | $12.1M |
| Vance Wealth, LLC | 4.53% | Add +5.8% | 129,953 | $12.1M |
| Brand Asset Management Group, Inc. | 4.95% | Reduce -4.7% | 127,972 | $11.9M |
| Joel Isaacson & Co., LLC | 0.54% | Add +9.4% | 127,581 | $11.8M |
| Fifth Third Securities, Inc. | 0.96% | Reduce -2.6% | 122,856 | $11.4M |
| Creative Planning | 0.01% | Add +23.6% | 121,969 | $11.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.8% | 118,339 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.09% | Reduce -4.8% | 118,294 | $11.0M |
| Integrated Investment Consultants, LLC | 2.13% | Add +10.3% | 115,249 | $10.7M |
| Cary Street Partners Financial LLC | 0.33% | Reduce -57.6% | 111,759 | $10.4M |
| Modern Wealth Management, LLC | 0.33% | Add +47.4% | 110,324 | $10.2M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -4.3% | 110,018 | $10.2M |
| Mutual Advisors, LLC | 0.29% | Add +13.4% | 107,682 | $10.1M |
| RFG - Bristol Wealth Advisors, LLC | 3.33% | Reduce -34.1% | 107,068 | $9.9M |
| Fort Washington Investment Advisors Inc. | 0.06% | Add +314.5% | 105,525 | $9.8M |
| Merit Financial Group, LLC | 0.15% | New | 104,940 | $9.7M |
| Susquehanna International Group, LLP | 0.02% | Add +530.4% | 100,923 | $9.4M |
| Aptus Capital Advisors, LLC | 0.10% | Add +3.9% | 99,574 | $9.2M |
| Advisors Preferred, LLC | 1.22% | No change | 96,790 | $9.1M |
| FourThought Financial Partners, LLC | 0.88% | Add +4.2% | 91,030 | $8.4M |
| Apollon Financial, LLC | 1.92% | Add +6.0% | 87,306 | $8.1M |
| American Financial & Tax Strategies Inc. | 4.32% | Reduce -3.7% | 86,543 | $8.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -12.8% | 85,125 | $7.9M |
| SWAN Capital LLC | 3.63% | Add +28.0% | 84,788 | $7.9M |
| Hurley Capital, LLC | 5.92% | Add +4.4% | 84,100 | $7.8M |
| Quantinno Capital Management LP | 0.05% | Add +4.0% | 83,502 | $7.7M |
| Royal Fund Management, LLC | 0.92% | Reduce -49.9% | 82,961 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.3% | 79,641 | $7.4M |
| Ethos Financial Group, LLC | 0.70% | No change | 70,766 | $7.3M |
| First National Trust Co | 0.29% | Reduce -72.6% | 78,320 | $7.3M |
| Base Wealth Management LLC | 5.28% | — | 74,723 | $6.9M |
| Darrow Company, Inc. | 3.79% | New | 73,321 | $6.8M |
| Pinnacle Financial Partners Inc | 0.14% | Add +5.5% | 73,216 | $6.8M |
| First Horizon Advisors, Inc. | 0.19% | Add +24.3% | 70,841 | $6.6M |
| Wedbush Securities Inc. | 0.23% | Add +30.1% | 68,724 | $6.4M |
| Bare Financial Services, Inc | 2.41% | Add +9.8% | 67,594 | $6.3M |
| Freedom Investment Management, Inc. | 0.51% | Reduce -6.4% | 65,020 | $6.0M |
| ERn Financial, LLC | 0.93% | Add +0.4% | 63,221 | $5.9M |
| FMR LLC | 0.00% | Add +19.4% | 62,947 | $5.8M |
| Philip James Wealth Mangement, LLC | 0.73% | Reduce -0.5% | 62,358 | $5.8M |
| Crumly & Associates Inc. | 1.57% | Reduce -59.9% | 61,170 | $5.7M |
| IFP Advisors, Inc | 0.17% | Reduce -0.7% | 60,718 | $5.6M |
| Diversified Enterprises, LLC | 0.47% | Add +5.5% | 60,033 | $5.6M |
| MAI Capital Management | 0.04% | Add +0.3% | 59,681 | $5.5M |
| Nicholson Meyer Capital Management, Inc. | 4.94% | — | 57,915 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -35.8% | 56,020 | $5.2M |
| Fidelis Capital Partners, LLC | 0.55% | Reduce -1.7% | 55,012 | $5.2M |
| Fifth Third Wealth Advisors LLC | 0.27% | Add +15.3% | 55,292 | $5.1M |
| Cascade Wealth Advisors, Inc | 3.53% | Reduce -11.8% | 56,328 | $5.1M |
| Rodgers & Associates, LTD | 0.62% | Add +8.3% | 54,429 | $5.1M |
| Curtis Advisory Group, LLC | 1.48% | Reduce -10.4% | 54,252 | $5.0M |
| Kingsview Wealth Management, LLC | 0.09% | Add +4.1% | 53,853 | $5.0M |
| Advisors Capital Management, LLC | 0.08% | Add +467.2% | 52,877 | $4.9M |
| Facet Wealth, Inc. | 0.13% | Add +822.2% | 50,657 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 52,280 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +13.4% | 52,161 | $4.8M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +13.4% | 52,161 | $4.8M |
| Empire Life Investments Inc. | 0.31% | Reduce -14.6% | 51,929 | $4.8M |
| &partners | 0.05% | Add +12.8% | 51,900 | $4.8M |
| Thompson Siegel & Walmsley LLC | 0.08% | Reduce -2.2% | 51,583 | $4.8M |
| Frederick Financial Consultants, LLC | 3.38% | Reduce -0.6% | 50,476 | $4.7M |
| Principal Financial Group Inc. | 0.00% | Add +0.5% | 49,966 | $4.6M |
| Guardian Wealth Advisors, LLC / NC | 0.36% | Add +2.8% | 49,024 | $4.5M |
| Cozad Asset Management Inc. | 0.45% | Add +2.0% | 48,400 | $4.5M |
| Smartleaf Asset Management LLC | 0.43% | Reduce -2.1% | 48,122 | $4.5M |
| Investors Research Corp | 0.96% | Add +26.9% | 47,900 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.1% | 47,282 | $4.4M |
| Auour Investments LLC | 1.59% | Reduce -2.9% | 46,425 | $4.4M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -19.4% | 46,003 | $4.3M |
| Sapient Capital LLC | 0.08% | Add +0.8% | 45,770 | $4.2M |
| Stegner Investment Associates Inc. | 2.96% | Add +0.0% | 45,617 | $4.2M |
| Legacy Financial Advisors, Inc. | 0.70% | Reduce -8.4% | 45,352 | $4.2M |
| Andina Capital Management, LLC | 2.99% | Add +5.0% | 45,201 | $4.2M |
| Advisory Resource Group | 0.85% | New | 45,031 | $4.2M |
| Certified Advisory Corp | 0.47% | Reduce -29.1% | 44,796 | $4.2M |
| Linscomb Wealth, Inc. | 0.21% | Reduce -6.8% | 44,614 | $4.1M |
| PFG Advisors | 0.23% | Reduce -21.2% | 44,117 | $4.1M |
| Golden Road Advisors LLC | 3.18% | Add +0.0% | 43,958 | $4.1M |
| CKW Financial Group | 0.50% | Add +0.1% | 42,614 | $4.0M |
| New Millennium Group LLC | 2.59% | Add +4.0% | 42,563 | $3.9M |
| Guerra Advisors Inc | 2.20% | Reduce -0.7% | 42,385 | $3.9M |
| Park Avenue Securities LLC | 0.05% | Reduce -21.0% | 41,685 | $3.9M |
| Signaturefd, LLC | 0.07% | Reduce -4.0% | 41,229 | $3.8M |
| Continuum Advisory, LLC | 0.49% | Add +5.5% | 40,881 | $3.8M |
| Prosperity Consulting Group, LLC | 0.29% | Add +0.3% | 40,859 | $3.8M |
| Sage Mountain Advisors LLC | 0.28% | No change | 40,772 | $3.8M |
| Adapt Wealth Advisors, LLC | 1.82% | Reduce -0.5% | 40,218 | $3.7M |
| GEM Asset Management, LLC | 2.09% | Reduce -7.1% | 39,805 | $3.7M |
| Sowell Financial Services LLC | 0.17% | Add +36.2% | 39,824 | $3.7M |
| RFG Advisory, LLC | 0.10% | Reduce -13.2% | 39,280 | $3.6M |
| Aurelius Family Office LLC | 1.79% | New | 38,116 | $3.5M |
| AQR Capital Management | 0.00% | Add +9.1% | 37,849 | $3.5M |
| TAGStone Capital, Inc. | 1.72% | Add +0.8% | 37,692 | $3.5M |
| Savant Capital, LLC | 0.03% | Reduce -4.5% | 37,599 | $3.5M |
| Diversified Portfolios, Inc. | 0.36% | No change | 37,190 | $3.5M |
| Zhang Financial LLC | 0.18% | Add +2.0% | 37,156 | $3.4M |
| Howard Capital Management, LLC | 0.09% | Add +1.4% | 36,731 | $3.4M |
| Accretive Wealth Partners, LLC | 1.18% | Add +12.7% | 34,947 | $3.3M |
| Roffman Miller Associates Inc. | 0.21% | Reduce -1.4% | 35,794 | $3.3M |
| Mezzasalma Advisors, LLC | 1.15% | Add +0.2% | 35,781 | $3.3M |
| Prosperity Wealth Management, Inc. | 1.53% | Add +14.5% | 35,025 | $3.3M |
| Zacks Investment Management | 0.03% | Add +45.8% | 34,523 | $3.2M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -2.5% | 33,857 | $3.1M |
| Legacy Edge Advisors, LLC | 0.49% | Reduce -1.9% | 33,787 | $3.1M |
| Belpointe Asset Management LLC | 0.16% | Add +166.4% | 33,667 | $3.1M |
| IFG Advisory, LLC | 0.17% | Add +82.9% | 33,454 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.0% | 32,959 | $3.1M |
| Glenmede Trust Co. NA | 0.02% | Add +28.9% | 32,530 | $3.0M |
| Ballentine Partners, LLC | 0.05% | No change | 31,707 | $2.9M |
| Tennessee Valley Asset Management Partners | 0.48% | Add +5.4% | 31,696 | $2.9M |
| One Day In July LLC | 0.29% | Reduce -2.3% | 30,940 | $2.9M |
| Operose Advisors LLC | 0.92% | Add +0.0% | 29,805 | $2.8M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -3.4% | 29,392 | $2.7M |
| Voya Investment Management LLC | 0.00% | Reduce -0.0% | 29,317 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +0.0% | 29,235 | $2.7M |
| DHK Financial Advisors, Inc. | 1.48% | Add +100.0% | 29,100 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.14% | Add +35.1% | 28,988 | $2.7M |
| Northern Trust Corp. | 0.00% | Reduce -14.2% | 28,766 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Add +8.8% | 28,718 | $2.7M |
| Michels Family Financial, LLC | 2.35% | Add +2.3% | 27,993 | $2.6M |
| Spectrum Investment Advisors, Inc. | 1.67% | Add +0.7% | 27,959 | $2.6M |
| Allegiance Financial Group Advisory Services LLC | 0.79% | Reduce -12.3% | 27,812 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Add +1.5% | 27,570 | $2.6M |
| Chicago Partners Investment Group LLC | 0.08% | Add +4.2% | 26,322 | $2.5M |
| BluePointe Capital Management, LLC | 0.95% | Add +45.7% | 26,939 | $2.5M |
| TCV Trust & Wealth Management, Inc. | 0.23% | Reduce -0.2% | 26,559 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.81% | No change | 23,743 | $2.5M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 26,313 | $2.4M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -54.4% | 26,312 | $2.4M |
| Wedmont Private Capital | 0.12% | Reduce -3.3% | 26,868 | $2.4M |
| Valtrion Capital Management, LLC | 3.23% | New | 25,828 | $2.4M |
| M3 Advisory Group, LLC | 1.88% | No change | 25,682 | $2.4M |
| Sunpointe, LLC | 1.26% | Add +22.2% | 25,537 | $2.4M |
| Wolf Group Capital Advisors | 0.79% | Add +387.1% | 25,362 | $2.4M |
| Western Wealth Management, LLC | 0.15% | Add +68.3% | 24,958 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +1.8% | 24,371 | $2.3M |
| CHB Investment Group, LLC | 1.20% | Reduce -3.0% | 24,347 | $2.3M |
| Americana Partners, LLC | 0.09% | Add +10.4% | 24,150 | $2.2M |
| Atlantic Union Bankshares Corp | 0.13% | No change | 23,683 | $2.2M |
| Shikiar Asset Management Inc. | 0.73% | No change | 23,500 | $2.2M |
| Blackston Financial Advisory Group, LLC | 1.46% | Reduce -3.0% | 23,186 | $2.2M |
| Sound Financial Strategies Group, LLC | 1.90% | New | 22,968 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.9% | 22,293 | $2.1M |
| AE Wealth Management LLC | 0.02% | Reduce -47.5% | 22,256 | $2.1M |
| Steph & Co. | 0.74% | Add +0.4% | 22,145 | $2.1M |
| Avior Wealth Management, LLC | 0.08% | Add +0.0% | 22,040 | $2.0M |
| Verus Capital Partners, LLC | 0.20% | Reduce -7.9% | 21,855 | $2.0M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -2.3% | 21,446 | $2.0M |
| Portfolio Strategies, Inc. | 0.31% | Add +0.1% | 21,409 | $2.0M |
| Fiduciary Trust Co | 0.03% | No change | 21,305 | $2.0M |
| Main Street Financial Solutions, LLC | 0.17% | Add +86.6% | 21,242 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +8.4% | 20,953 | $1.9M |
| Balentine LLC | 0.08% | Reduce -1.4% | 20,661 | $1.9M |
| Valley National Advisers Inc. | 0.34% | Add +1017.9% | 20,580 | $1.9M |
| Keeley-Teton Advisors, LLC | 0.22% | No change | 19,868 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -2.1% | 19,780 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -6.2% | 19,665 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.49% | Add +28.3% | 19,655 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +16.5% | 19,640 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +9.4% | 19,354 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.7% | 19,266 | $1.8M |
| ETF Portfolio Partners, Inc. | 0.53% | Reduce -22.4% | 19,155 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -41.8% | 18,622 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +69.2% | 18,325 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +3.6% | 18,490 | $1.7M |
| Embree Financial Group | 0.29% | Reduce -1.0% | 18,453 | $1.7M |
| Financial Alternatives, Inc | 1.19% | Reduce -11.2% | 18,034 | $1.7M |
| Inspire Advisors, LLC | 0.19% | Add +42.6% | 17,632 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +0.1% | 17,214 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +54.2% | 17,001 | $1.6M |
| Next Level Private LLC | 0.59% | Reduce -1.1% | 16,929 | $1.6M |
| Thomasville National Bank | 0.11% | Reduce -5.5% | 16,841 | $1.6M |
| Garde Capital, Inc. | 0.09% | No change | 16,663 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +8.9% | 16,298 | $1.5M |
| Summit Trail Advisors, LLC | 0.05% | New | 16,220 | $1.5M |
| Blair William & Co. | 0.00% | Add +3.2% | 16,104 | $1.5M |
| Virtue Capital Management, LLC | 0.17% | Add +4.6% | 15,490 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.0% | 15,222 | $1.4M |
| Castlekeep Investment Advisors LLC | 0.72% | Add +28.0% | 15,100 | $1.4M |
| AMG National Trust Bank | 0.04% | Add +232.2% | 14,955 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -40.7% | 14,942 | $1.4M |
| Webster Bank, N. A. | 0.15% | Reduce -4.0% | 14,926 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -14.4% | 14,892 | $1.4M |
| Opus Capital Group, LLC | 0.18% | Add +0.0% | 14,707 | $1.4M |
| Consolidated Portfolio Review Corp | 0.22% | Add +2.6% | 14,704 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -2.4% | 14,699 | $1.4M |
| SVB Wealth LLC | 0.06% | Add +219.4% | 14,615 | $1.4M |
| Fund Evaluation Group, LLC | 0.06% | New | 14,570 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +6.9% | 14,546 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 14,522 | $1.3M |
| Institute for Wealth Management, LLC. | 0.17% | New | 14,489 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -54.9% | 14,133 | $1.3M |
| Signal Tree Financial Partners LLC | 1.32% | Add +20.9% | 14,235 | $1.3M |
| Princeton Global Asset Management LLC | 0.26% | Reduce -11.9% | 13,856 | $1.3M |
| Accurate Wealth Management, LLC | 0.25% | Add +71.7% | 14,252 | $1.3M |
| Pacific Capital Wealth Advisors, Inc. | 0.22% | New | 13,610 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.45% | Add +0.1% | 13,558 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Reduce -31.9% | 13,520 | $1.3M |
| 3Chopt Investment Partners, LLC | 0.33% | No change | 13,460 | $1.2M |
| Fortis Capital Advisors, LLC | 0.25% | New | 13,438 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.3% | 13,383 | $1.2M |
| Certuity, LLC | 0.13% | No change | 13,167 | $1.2M |
| Diversify Advisory Services, LLC | 0.08% | Add +18.1% | 12,853 | $1.2M |
| Davidson Trust Co. | 0.57% | Reduce -0.7% | 12,857 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 12,786 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.93% | No change | 12,734 | $1.2M |
| Relyea Zuckerberg Hanson LLC | 0.16% | Add +30.3% | 12,405 | $1.2M |
| LBJ Family Wealth Advisors, Ltd. | 0.73% | Reduce -11.9% | 12,372 | $1.1M |
| Elevation Wealth Partners, LLC | 0.50% | Reduce -6.8% | 12,365 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +39.5% | 12,368 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -7.4% | 12,246 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.33% | Add +6.9% | 12,173 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -2.5% | 11,934 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +10.3% | 11,828 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +6.2% | 12,818 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -14.8% | 11,500 | $1.1M |
| Bokf, NA | 0.02% | Reduce -29.0% | 11,464 | $1.1M |
| Veltria Advisors Corp. | 0.69% | New | 11,373 | $1.1M |
| Baker Boyer National Bank | 0.39% | No change | 11,249 | $1.0M |
| SBI Securities Co., Ltd. | 0.03% | Add +7.5% | 11,186 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +8.8% | 11,054 | $1.0M |
| Safeguard Financial, LLC | 0.22% | Reduce -1.3% | 10,885 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -52.7% | 9,970 | $1.0M |
| American Money Management, LLC | 0.19% | Reduce -0.2% | 10,833 | $1.0M |
| Fort Sheridan Advisors LLC | 0.15% | Add +13.8% | 10,590 | $983K |
| FSM Wealth Advisors, LLC | 0.22% | Reduce -0.9% | 10,551 | $979K |
| Trilogy Capital Inc. | 0.05% | Add +7.8% | 10,476 | $972K |
| Marcum Wealth, LLC | 0.08% | Reduce -0.1% | 10,365 | $962K |
| Calydon Capital | 0.18% | No change | 10,177 | $944K |
| Goelzer Investment Management, Inc. | 0.05% | Add +8.9% | 10,135 | $940K |
| Lee, Kelleher & Klein Wealth Management | 0.69% | Reduce -3.7% | 10,133 | $940K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 10,071 | $934K |
| Becker Capital Management Inc. | 0.03% | New | 10,000 | $928K |
| Compass Ion Advisors, LLC | 0.11% | Add +22.1% | 9,943 | $923K |
| Transcend Capital Advisors, LLC | 0.07% | New | 9,900 | $919K |
| Verum Partners LLC | 0.25% | Reduce -2.8% | 9,786 | $908K |
| Retirement Planning Group, LLC | 0.04% | New | 9,742 | $904K |
| Rehmann Capital Advisory Group | 0.06% | Add +6.7% | 9,688 | $899K |
| Qube Research & Technologies Ltd | 0.00% | Add +116.1% | 9,687 | $899K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +3.5% | 9,624 | $893K |
| REDW Wealth LLC | 0.32% | Reduce -0.0% | 9,391 | $871K |
| Fulton Bank, N.A. | 0.03% | Add +45.1% | 9,273 | $860K |
| MTM Investment Management, LLC | 0.33% | Add +0.0% | 9,165 | $859K |
| American National Bank & Trust | 0.09% | Reduce -15.8% | 9,199 | $854K |
| Private Trust Co. NA | 0.09% | Add +0.8% | 9,146 | $849K |
| Cresset Asset Management, LLC | 0.00% | Add +91.2% | 9,130 | $847K |
| Meketa Investment Group Inc. | 1.12% | Reduce -17.2% | 17,284 | $835K |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | No change | 8,939 | $829K |
| Bison Wealth, LLC | 0.08% | New | 8,776 | $827K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -90.7% | 8,865 | $823K |
| DGS Capital Management, LLC | 0.22% | Add +1.9% | 8,837 | $820K |
| Precedent Wealth Partners, LLC | 0.23% | Add +9.4% | 8,815 | $818K |
| National Philanthropic Trust | 0.01% | Reduce -0.1% | 8,800 | $817K |
| Tudor Investment Corporation | 0.01% | Reduce -63.6% | 8,798 | $816K |
| Truepoint, Inc. | 0.02% | New | 8,763 | $813K |
| Financial Advocates Investment Management | 0.06% | Reduce -19.9% | 8,748 | $812K |
| AlphaStar Capital Management, LLC | 0.08% | Add +38.6% | 8,736 | $811K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -19.6% | 8,675 | $805K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +0.1% | 8,665 | $804K |
| Axis Wealth Partners, LLC | 0.59% | Add +13.0% | 8,611 | $799K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +35.8% | 8,608 | $799K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -45.3% | 8,588 | $797K |
| McAdam, LLC | 0.05% | Reduce -27.4% | 8,572 | $795K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 8,488 | $788K |
| EP Wealth Advisors, LLC | 0.01% | Add +279.6% | 8,320 | $772K |
| Sonata Capital Group Inc. | 0.33% | Reduce -0.6% | 8,255 | $766K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,122 | $754K |
| Flynn Zito Capital Management, LLC | 0.35% | No change | 8,121 | $754K |
| ForthRight Wealth Management, LLC | 0.25% | Add +0.8% | 8,077 | $750K |
| Key Client Fiduciary Advisors, LLC | 0.35% | Reduce -3.3% | 8,075 | $749K |
| Compound Planning, Inc. | 0.03% | Add +26.2% | 8,064 | $748K |
| Hazlett, Burt & Watson, Inc. | 0.34% | No change | 8,046 | $747K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 8,024 | $745K |
| Stone House Investment Management, LLC | 0.15% | Add +30.4% | 7,955 | $738K |
| Diversified Trust Co. | 0.02% | No change | 7,831 | $727K |
| Victory Financial Group, LLC | 0.14% | Add +42.1% | 7,810 | $726K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.1% | 7,684 | $713K |
| Resolute Wealth Strategies, LLC | 0.39% | Add +0.1% | 7,618 | $707K |
| Santori & Peters, Inc. | 0.28% | Reduce -10.2% | 7,610 | $706K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 7,555 | $701K |
| Bluesphere Advisors LLC | 0.40% | No change | 7,549 | $701K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 7,500 | $696K |
| Braun-Bostich & Associates Inc. | 0.51% | Reduce -0.3% | 7,477 | $694K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,454 | $692K |
| Mission Wealth Management, LP | 0.02% | Add +68.3% | 7,428 | $689K |
| Avantax Planning Partners, Inc. | 0.02% | Add +14.0% | 7,418 | $688K |
| Sovereign Financial Group, Inc. | 0.16% | Add +8.5% | 7,401 | $687K |
| Cordatus Wealth Management LLC | 0.19% | Add +0.9% | 7,356 | $683K |
| Keystone Financial Group | 0.07% | Add +1.3% | 7,321 | $679K |
| GWN Securities Inc. | 0.04% | New | 6,574 | $675K |
| Brown Advisory Inc. | 0.00% | Add +3.2% | 7,156 | $664K |
| Clare Market Investments LLC | 0.17% | Reduce -7.9% | 7,060 | $655K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +0.1% | 7,035 | $653K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -15.4% | 6,942 | $644K |
| Sentinel Trust Co. Lba | 0.08% | No change | 6,908 | $641K |
| Oppenheimer & Co. Inc. | 0.01% | Add +73.5% | 6,906 | $641K |
| Vicus Capital | 0.06% | Add +43.2% | 6,886 | $639K |
| Rainier Family Wealth Inc. | 0.74% | No change | 6,764 | $628K |
| First Manhattan Co. Llc. | 0.00% | Add +11.4% | 6,753 | $627K |
| Sigma Planning Corp | 0.02% | Add +209.3% | 6,649 | $617K |
| Bogart Wealth, LLC | 0.03% | Reduce -2.2% | 6,639 | $616K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 6,489 | $602K |
| Eq LLC | 0.28% | No change | 6,480 | $601K |
| Plan Group Financial, LLC | 0.21% | Reduce -0.3% | 6,380 | $592K |
| Benchmark Wealth Management, LLC | 0.28% | Reduce -10.6% | 6,307 | $585K |
| Financial Guidance Group, Inc. | 0.31% | No change | 6,250 | $580K |
| Old Mission Capital LLC | 0.01% | No change | 6,200 | $575K |
| Petra Financial Advisors Inc. | 0.47% | Add +5.6% | 6,200 | $575K |
| Ignite Planners, LLC | 0.11% | Add +24.7% | 5,975 | $571K |
| Cherrydale Wealth Management, LLC | 0.23% | Add +0.1% | 6,146 | $570K |
| Traction Financial Partners, LLC | 0.44% | Add +12.8% | 6,123 | $568K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.7% | 6,053 | $562K |
| PBMares Wealth Management LLC | 0.11% | Add +15.3% | 5,974 | $554K |
| Level Four Advisory Services, LLC | 0.02% | Add +30.6% | 5,971 | $554K |
| Sovran Advisors, LLC | 0.07% | Add +28.6% | 6,239 | $548K |
| World Equity Group, Inc. | 0.15% | Reduce -59.4% | 5,787 | $537K |
| CWA Asset Management Group, LLC | 0.03% | New | 5,742 | $533K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | New | 5,722 | $531K |
| Independent Advisor Alliance | 0.02% | Reduce -76.5% | 5,718 | $531K |
| Townsquare Capital LLC | 0.01% | New | 5,714 | $530K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,670 | $526K |
| 1832 Asset Management L.P. | 0.00% | Add +1.6% | 5,641 | $523K |
| Ritholtz Wealth Management | 0.02% | Reduce -22.9% | 5,631 | $523K |
| New England Private Wealth Advisors LLC | 0.08% | Add +85.0% | 5,584 | $518K |
| Scotia Capital Inc. | 0.00% | Reduce -12.9% | 5,579 | $518K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +17.2% | 5,508 | $511K |
| Lewis Asset Management, LLC | 0.42% | Reduce -20.1% | 5,443 | $505K |
| Cura Wealth Advisors, LLC | 0.20% | Add +11.8% | 5,366 | $498K |
| Lokken Investment Group LLC | 0.21% | Reduce -1.3% | 5,348 | $496K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $495K |
| Cwm, LLC | 0.00% | Reduce -9.6% | 5,291 | $491K |
| Amundi | 0.00% | New | 5,260 | $488K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | No change | 5,234 | $486K |
| Solutions 4 Wealth, Ltd | 0.84% | Add +0.4% | 5,127 | $476K |
| AdvisorNet Financial, Inc | 0.04% | Add +0.5% | 5,080 | $471K |
| First Financial Bankshares Inc | 0.01% | New | 5,053 | $469K |
| Westshore Wealth, LLC | 0.20% | New | 5,030 | $467K |
| BlueStem Wealth Partners, LLC | 0.06% | Reduce -31.7% | 5,013 | $465K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.2% | 4,984 | $462K |
| Fisher Asset Management | 0.00% | Add +47.4% | 4,940 | $458K |
| Maridea Wealth Management LLC | 0.15% | Add +56.6% | 4,919 | $456K |
| Park Edge Advisors, LLC | 0.13% | Reduce -24.1% | 4,882 | $453K |
| Alteri Wealth LLC | 0.19% | Reduce -5.0% | 4,757 | $441K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,742 | $440K |
| Betterment LLC | 0.00% | New | 4,665 | $433K |
| BOK Financial Private Wealth, Inc. | 0.03% | New | 4,660 | $432K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $432K |
| Compass Wealth Management LLC | 0.11% | No change | 4,640 | $431K |
| NorthRock Partners, LLC | 0.01% | Add +24.0% | 4,634 | $430K |
| Centaurus Financial, Inc. | 0.03% | Add +18.1% | 4,590 | $426K |
| Titleist Asset Management, LLC | 0.05% | Reduce -1.3% | 4,583 | $425K |
| Jane Street Group, LLC | 0.00% | Reduce -86.3% | 4,557 | $423K |
| Atria Investments, Inc | 0.01% | Reduce -89.2% | 4,556 | $423K |
| Foundation Wealth Management, LLC | 0.33% | No change | 4,490 | $417K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 4,481 | $416K |
| Capital Planning LLC | 0.12% | Reduce -16.4% | 4,481 | $416K |
| PGIM Custom Harvest LLC | 0.01% | Add +2.1% | 4,455 | $413K |
| Csenge Advisory Group | 0.02% | Reduce -1.2% | 4,637 | $408K |
| United Capital Management of KS, Inc. | 0.08% | No change | 4,360 | $405K |
| ARK & TLK Investments, LLC | 0.14% | No change | 4,353 | $404K |
| Hirtle & Co., LLC | 0.02% | No change | 4,321 | $401K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +4.3% | 4,307 | $400K |
| CoreCap Advisors, LLC | 0.02% | Reduce -92.5% | 4,301 | $399K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,296 | $399K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,295 | $399K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -18.8% | 4,209 | $391K |
| Elite Life Management LLC | 1.19% | Reduce -10.8% | 4,114 | $382K |
| Ellenbecker Investment Group | 0.07% | Add +1.2% | 4,097 | $380K |
| CRA Financial Services, LLC | 0.06% | Add +94.8% | 4,090 | $380K |
| Centricity Wealth Management, LLC | 0.34% | Add +0.1% | 4,085 | $379K |
| HRT Financial LP | 0.00% | Add +27.0% | 4,089 | $379K |
| Berkshire Asset Management LLC | 0.02% | Add +4.3% | 3,877 | $374K |
| Fermata Advisors, LLC | 0.07% | Reduce -2.3% | 3,986 | $370K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -97.4% | 4,451 | $367K |
| Rathbones Group PLC | 0.00% | No change | 3,950 | $367K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.0% | 3,949 | $366K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 3,944 | $366K |
| Visionary Wealth Advisors | 0.02% | Add +2.1% | 3,889 | $361K |
| JPL Wealth Management, LLC | 0.10% | New | 3,863 | $358K |
| Legacy Wealth Asset Management, LLC | 0.10% | No change | 3,819 | $354K |
| New Republic Capital, LLC | 0.15% | No change | 3,800 | $353K |
| Strategic Blueprint, LLC | 0.02% | Reduce -56.7% | 3,794 | $352K |
| Regent Peak Wealth Advisors LLC | 0.08% | No change | 3,773 | $350K |
| Rothschild Wealth LLC | 0.10% | Add +54.2% | 3,756 | $349K |
| Snider Financial Group | 0.11% | Reduce -1.8% | 3,723 | $345K |
| Principal Securities, Inc. | 0.01% | Add +5.3% | 3,343 | $345K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,689 | $342K |
| Bond & Devick Financial Network, Inc. | 0.12% | Reduce -10.3% | 3,659 | $340K |
| United Community Bank | 0.13% | Add +85.3% | 3,657 | $339K |
| My Personal CFO, LLC | 0.17% | Add +0.1% | 3,657 | $339K |
| Inman Jager Wealth Management, LLC | 0.25% | Reduce -15.4% | 3,644 | $338K |
| Allworth Financial LP | 0.00% | Add +21.9% | 3,641 | $337K |
| Emerald Advisors, LLC | 0.04% | Add +0.3% | 3,589 | $333K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +0.4% | 3,577 | $332K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,521 | $327K |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 3,442 | $319K |
| Parallel Advisors, LLC | 0.01% | Add +244.0% | 3,440 | $319K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,427 | $318K |
| Park Capital Management, LLC / WI | 0.37% | No change | 3,400 | $315K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 3,385 | $314K |
| Financial Counselors Inc. | 0.00% | Add +47.1% | 3,375 | $313K |
| Tme Financial, Inc. | 0.27% | Reduce -11.0% | 3,354 | $311K |
| Fairway Wealth LLC | 0.11% | New | 3,321 | $308K |
| Trexquant Investment LP | 0.00% | Reduce -4.4% | 3,320 | $308K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,305 | $307K |
| Stonegate Investment Group, LLC | 0.01% | Add +3.5% | 3,301 | $306K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,298 | $306K |
| HFG Advisors, Inc. | 0.26% | No change | 3,298 | $306K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +4.8% | 3,295 | $306K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +43.7% | 3,274 | $304K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 3,237 | $300K |
| Williams & Novak, LLC | 0.29% | No change | 3,200 | $300K |
| Old North State Wealth Management, LLC | 0.17% | Add +0.2% | 3,230 | $300K |
| Cedar Point Capital Partners, LLC | 0.20% | Add +6.2% | 3,216 | $298K |
| Integrity Alliance, Llc. | 0.01% | New | 3,160 | $293K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.1% | 3,121 | $290K |
| Whitcomb & Hess, Inc. | 0.09% | No change | 3,119 | $289K |
| Gilliland Jeter Wealth Management LLC | 0.10% | Add +0.1% | 3,115 | $289K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -6.7% | 3,088 | $287K |
| Capital A Wealth Management, LLC | 0.30% | Add +0.8% | 3,081 | $286K |
| Global Trust Asset Management, LLC | 0.17% | Reduce -28.6% | 3,000 | $278K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +7.8% | 2,984 | $277K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 3,140 | $276K |
| Axxcess Wealth Management, LLC | 0.01% | Add +34.8% | 2,970 | $276K |
| Nelson Capital Management, LLC | 0.05% | No change | 2,951 | $274K |
| Mgo One Seven LLC | 0.01% | Reduce -10.8% | 2,940 | $273K |
| NovaPoint Capital, LLC | 0.08% | New | 2,893 | $268K |
| SkyOak Wealth, LLC | 0.06% | Add +1.7% | 2,885 | $268K |
| Tranquility Partners, LLC | 0.10% | No change | 2,877 | $267K |
| Smart Portfolios, LLC | 0.29% | No change | 2,861 | $265K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,853 | $265K |
| Lockerman Financial Group, Inc. | 0.39% | Add +0.0% | 2,794 | $259K |
| Awm Capital, LLC | 0.03% | New | 2,784 | $258K |
| Rialto Wealth Management, LLC | 0.08% | No change | 2,760 | $256K |
| First City Capital Management, Inc. | 0.15% | No change | 2,744 | $255K |
| Sightline Wealth Advisors, LLC | 0.13% | Add +0.1% | 2,744 | $255K |
| Newport Capital Group, LLC | 0.18% | Add +12.4% | 2,740 | $254K |
| Everett Harris & Co. | 0.00% | No change | 2,725 | $253K |
| D'Orazio & Associates, Inc. | 0.04% | Add +1.9% | 2,705 | $251K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -2.3% | 2,691 | $250K |
| Geneos Wealth Management Inc. | 0.01% | Add +38.8% | 2,673 | $248K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 2,641 | $245K |
| Lindbrook Capital, LLC | 0.02% | Reduce -0.0% | 2,630 | $244K |
| Merkkuri Wealth Advisors LLC | 0.21% | Add +0.1% | 2,627 | $244K |
| Maia Wealth LLC | 0.05% | Add +2.4% | 2,636 | $239K |
| MWA Asset Management | 0.17% | Add +12.8% | 2,573 | $239K |
| FSA Advisors, Inc. | 0.19% | New | 2,538 | $236K |
| Allodium Investment Consultants, LLC | 0.17% | Add +3.2% | 2,538 | $235K |
| Financial Freedom, LLC | 0.14% | Add +0.1% | 2,538 | $235K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,516 | $233K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -96.5% | 2,265 | $232K |
| James Reed Financial Services, Inc. | 0.26% | No change | 2,500 | $232K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -51.0% | 2,477 | $230K |
| Avant Capital LLC | 0.19% | Reduce -0.3% | 2,469 | $229K |
| NewEdge Wealth, LLC | 0.00% | New | 2,466 | $229K |
| Good Life Advisors, LLC | 0.02% | Reduce -41.2% | 2,457 | $228K |
| Magnolia Capital Advisors LLC | 0.06% | Add +5.6% | 2,412 | $224K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 2,409 | $224K |
| Capital Analysts, LLC | 0.01% | Add +2.9% | 2,379 | $221K |
| GM Advisory Group, LLC | 0.01% | Add +0.1% | 2,365 | $219K |
| Valued Retirements, Inc. | 0.29% | No change | 2,356 | $219K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 2,332 | $216K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Reduce -23.1% | 2,324 | $216K |
| Tectonic Advisors LLC | 0.01% | Add +0.1% | 2,319 | $215K |
| Sicart Associates LLC | 0.07% | No change | 2,313 | $215K |
| Equitable Trust Co. | 0.01% | No change | 2,312 | $215K |
| Bawa N Mallick Trust | 0.10% | No change | 2,300 | $213K |
| Gentry Private Wealth, LLC | 0.17% | No change | 2,293 | $213K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 2,286 | $212K |
| Capital Planning Advisors, LLC | 0.03% | No change | 2,286 | $212K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -5.8% | 2,285 | $212K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +14.7% | 2,284 | $212K |
| Edge Financial Advisors LLC | 0.13% | New | 2,284 | $212K |
| FWL Investment Management, LLC | 0.08% | No change | 2,274 | $211K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +26.0% | 2,270 | $211K |
| Avion Wealth | 0.05% | No change | 2,018 | $208K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -19.0% | 2,292 | $206K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 2,202 | $204K |
| Eastern Bank | 0.00% | Add +464.7% | 2,191 | $203K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -26.1% | 2,110 | $196K |
| Spire Wealth Management | 0.01% | Add +337.9% | 2,080 | $193K |
| Roxbury Financial LLC | 0.18% | Add +0.2% | 1,825 | $185K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $173K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -1.9% | 1,863 | $173K |
| Paladin Advisory Group, LLC | 0.13% | Add +22.8% | 1,802 | $167K |
| Ancora Advisors LLC | 0.00% | No change | 1,720 | $160K |
| Murphy & Mullick Capital Management Corp | 0.15% | No change | 1,680 | $156K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 1,669 | $155K |
| Crews Bank & Trust | 0.03% | Add +2.0% | 1,656 | $154K |
| Signature Resources Capital Management, LLC | 0.13% | New | 1,600 | $148K |
| Whipplewood Advisors, LLC | 0.09% | Reduce -60.9% | 610 | $145K |
| AlphaCore Capital LLC | 0.01% | New | 1,509 | $140K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,412 | $131K |
| Trust Co. of Vermont | 0.01% | No change | 1,400 | $130K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,199 | $124K |
| Lanark Financial, Inc. | 0.01% | — | 1,300 | $120K |
| Private Wealth Management Group, LLC | 0.04% | Add +4.0% | 1,287 | $119K |
| ORG Partners LLC | 0.03% | Reduce -97.6% | 1,199 | $113K |
| Strengthening Families & Communities, LLC | 0.07% | New | 1,188 | $111K |
| Whittier Trust Co. | 0.00% | No change | 1,181 | $110K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 1,136 | $105K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,027 | $95K |
| Nova Wealth Management, Inc. | 0.08% | Add +3.4% | 1,019 | $95K |
| Archer Investment Corp | 0.02% | No change | 978 | $91K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.6% | 950 | $88K |
| JFS Wealth Advisors, LLC | 0.01% | Add +55.4% | 917 | $85K |
| CENTRAL TRUST Co | 0.00% | No change | 914 | $85K |
| Asset Dedication, LLC | 0.01% | Reduce -35.2% | 905 | $84K |
| Eukles Asset Management | 0.04% | No change | 884 | $82K |
| Trust Co | 0.01% | No change | 800 | $74K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $73K |
| Private Wealth Asset Management, LLC | 0.01% | — | 776 | $72K |
| Synergy Investment Management, LLC | 0.03% | No change | 750 | $70K |
| Independence Bank of Kentucky | 0.01% | Reduce -2.0% | 697 | $65K |
| Financial Perspectives, Inc | 0.02% | No change | 687 | $64K |
| Concord Wealth Partners | 0.01% | Reduce -6.0% | 678 | $63K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.8% | 674 | $63K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $61K |
| SouthState Bank Corp | 0.00% | New | 652 | $61K |
| Larson Financial Group LLC | 0.00% | No change | 650 | $60K |
| Key Financial Inc | 0.01% | No change | 640 | $59K |
| JNBA Financial Advisors | 0.01% | Reduce -23.8% | 635 | $59K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.2% | 631 | $59K |
| Adirondack Trust Co. | 0.02% | Add +5.9% | 574 | $53K |
| Tompkins Financial Corp. | 0.00% | No change | 542 | $50K |
| Copia Wealth Management | 0.05% | Add +3212.5% | 530 | $49K |
| Arax Advisory Partners | 0.00% | New | 512 | $48K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 506 | $47K |
| Montag A & Associates Inc. | 0.00% | New | 504 | $47K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $46K |
| City State Bank | 0.02% | No change | 500 | $46K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $46K |
| Investment Counsel Co. of Nevada | 0.11% | No change | 498 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 473 | $44K |
| Coastline Trust Co | 0.01% | No change | 475 | $44K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 410 | $38K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 405 | $38K |
| Mather Group, Llc. | 0.00% | New | 404 | $37K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 400 | $37K |
| Proathlete Wealth Management LLC | 0.01% | New | 380 | $35K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 372 | $35K |
| NFSG Corp | 0.01% | No change | 371 | $34K |
| Rothschild Investment LLC | 0.00% | No change | 328 | $30K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 300 | $28K |
| Westside Investment Management, Inc. | 0.01% | No change | 295 | $27K |
| EPG Wealth Management LLC | 0.01% | No change | 259 | $24K |
| von Borstel & Associates, Inc. | 0.01% | New | 260 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 244 | $23K |
| First Pacific Financial | 0.00% | No change | 241 | $22K |
| Founders Financial Alliance, LLC | 0.00% | Add +30.9% | 216 | $20K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 196 | $18K |
| Raleigh Capital Management Inc. | 0.01% | New | 195 | $18K |
| Deane Retirement Strategies, Inc. | 0.01% | Reduce -99.8% | 174 | $16K |
| Flaharty Asset Management, LLC | 0.00% | New | 173 | $16K |
| Pineridge Advisors LLC | 0.01% | Reduce -69.0% | 159 | $15K |
| Guardian Wealth Management, Inc. | 0.01% | Reduce -0.7% | 151 | $14K |
| Cloud Capital Management, LLC | 0.01% | — | 142 | $13K |
| Tidemark, LLC | 0.00% | No change | 140 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | New | 128 | $12K |
| Grand Wealth Management, LLC | 0.01% | New | 121 | $11K |
| Bfsg, LLC | 0.00% | Reduce -14.5% | 118 | $11K |
| Tucker Asset Management LLC | 0.00% | Reduce -11.7% | 113 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 112 | $10K |
| Fairman Group, LLC | 0.01% | No change | 96 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 104 | $10K |
| Howe & Rusling Inc. | 0.00% | New | 104 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 90 | $8K |
| Bellwether Advisors, LLC | 0.00% | No change | 88 | $8K |
| CNB Bank | 0.00% | Reduce -38.6% | 81 | $8K |
| Abound Wealth Management | 0.00% | No change | 80 | $7K |
| WASHINGTON TRUST Co | 0.00% | Reduce -88.4% | 75 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 74 | $7K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 70 | $7K |
| Brooklyn Investment Group | 0.00% | New | 69 | $6K |
| Insight Inv LLC | 0.00% | No change | 68 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 66 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +88.2% | 64 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 55 | $5K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +67.3% | 92 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 46 | $4K |
| Truvestments Capital LLC | 0.00% | New | 44 | $4K |
| Coston, McIsaac & Partners | 0.00% | New | 44 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -93.9% | 43 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 38 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.1% | 35 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 33 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 30 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Bangor Savings Bank | 0.00% | Reduce -53.2% | 29 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 22 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 22 | $2K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -4.5% | 21 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -94.8% | 21 | $2K |
| Blue Trust, Inc. | 0.00% | Add +20.0% | 18 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +128.6% | 16 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| GeoWealth Management, LLC | 0.00% | Reduce -99.9% | 15 | $1K |
| Inlight Wealth Management, LLC | 0.00% | New | 10 | $928 |
| Centennial Bank | 0.00% | No change | 7 | $650 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $557 |
"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.