Vanguard Russell 1000 GrowthVONGETF
13F holders, Q2 2025 (June 30)750holders +38
90new positions
54sold out
7famous investors
$109.28avg. 13F price*
At the end of Q2 2025, 750 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 38 from Q1 2025. 90 opened new positions and 54 sold out. The largest holders were Bank of America Corp. ($4.0B), Avantax Advisory Services, Inc. ($1.1B) and Morgan Stanley ($901.8M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $51.4M |
| Exits | 54 | $26.0M |
All 13F filers, Q1 2025 → Q2 2025: 8,541,941 shares bought and 3,307,176 shares sold, net +5,234,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 750 holders
| Bank of America Corp. | 0.32% | Add +1.7% | 36,407,608 | $4.0B |
| Avantax Advisory Services, Inc. | 6.08% | Reduce -2.5% | 10,133,619 | $1.1B |
| Morgan Stanley | 0.06% | Add +4.3% | 8,258,535 | $901.8M |
| LPL Financial LLC | 0.27% | Add +10.7% | 7,307,001 | $797.9M |
| Tiaa Trust, National Association | 1.36% | Add +3.1% | 4,788,802 | $522.9M |
| Wells Fargo & Company | 0.10% | Reduce -11.4% | 4,140,652 | $452.2M |
| Envestnet Asset Management Inc. | 0.13% | Add +10.0% | 3,987,038 | $435.4M |
| UBS Group AG | 0.09% | Add +9.3% | 3,964,281 | $432.9M |
| Ameriprise Financial Inc. | 0.10% | Add +7.3% | 3,710,855 | $406.0M |
| Raymond James Financial Inc. | 0.14% | Add +16.8% | 3,705,989 | $404.7M |
| Citigroup Inc. | 0.27% | Reduce -3.6% | 3,541,803 | $386.8M |
| Sequoia Financial Advisors, LLC | 2.46% | Add +1.1% | 3,283,557 | $358.6M |
| Equitable Holdings, Inc. | 2.70% | Reduce -2.1% | 2,997,605 | $327.3M |
| Commonwealth Equity Services, LLC | 0.34% | Add +1.8% | 2,342,774 | $255.8M |
| SageView Advisory Group, LLC | 9.29% | Add +8.5% | 2,162,622 | $245.7M |
| Truist Financial Corp. | 0.31% | Reduce -1.9% | 1,959,789 | $214.0M |
| HighTower Advisors, LLC | 0.23% | Add +5.8% | 1,680,954 | $183.6M |
| Janney Montgomery Scott LLC | 0.47% | Add +1.2% | 1,634,511 | $178.5M |
| Jones Financial Companies LLLP | 0.11% | Add +120.4% | 1,323,831 | $143.6M |
| Wealthquest Corp | 10.97% | Add +1.5% | 1,272,901 | $139.0M |
| Prudential Financial Inc. | 0.18% | Reduce -1.8% | 1,264,784 | $138.1M |
| Silvercrest Asset Management Group LLC | 0.82% | Add +10.3% | 1,116,575 | $121.9M |
| Quent Capital, LLC | 11.62% | Reduce -5.7% | 1,102,752 | $120.4M |
| Osaic Holdings, Inc. | 0.19% | Reduce -2.1% | 999,900 | $109.3M |
| Pathstone Holdings, LLC | 0.40% | Add +15.5% | 936,306 | $102.1M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -0.0% | 910,803 | $99.5M |
| Apollon Wealth Management, LLC | 1.95% | Reduce -1.1% | 905,297 | $98.9M |
| Two Sigma Investments, LP | 0.18% | Reduce -12.0% | 870,200 | $95.0M |
| Royal Bank of Canada | 0.02% | Add +15.2% | 855,364 | $93.4M |
| Beacon Pointe Advisors, LLC | 0.84% | Reduce -14.8% | 732,757 | $80.0M |
| Comerica Bank | 0.31% | Reduce -0.3% | 730,873 | $79.8M |
| Cetera Investment Advisers | 0.12% | Add +7.1% | 661,079 | $72.2M |
| Global Strategic Investment Solutions, LLC | 7.69% | Reduce -2.7% | 658,894 | $72.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +38.1% | 653,452 | $71.4M |
| SCS Capital Management LLC | 0.77% | Add +32.6% | 639,855 | $69.9M |
| WestHill Financial Advisors, Inc. | 14.73% | Reduce -1.3% | 636,092 | $69.5M |
| LPWM LLC | 20.07% | Add +3.3% | 629,957 | $68.8M |
| Aaron Wealth Advisors LLC | 6.82% | Add +4.6% | 611,791 | $66.8M |
| MML Investors Services, LLC | 0.19% | Add +2.6% | 610,534 | $66.7M |
| Captrust Financial Advisors | 0.14% | Add +150.2% | 583,763 | $63.7M |
| Fifth Third Bancorp | 0.22% | Add +13.0% | 576,752 | $63.0M |
| Nadler Financial Group, Inc. | 6.35% | Add +0.3% | 567,604 | $62.0M |
| Clearstead Advisors, LLC | 0.87% | Add +18.8% | 567,110 | $61.9M |
| Waldron Private Wealth LLC | 2.61% | Add +11.9% | 548,128 | $59.9M |
| Hapanowicz & Associates Financial Services, Inc | 29.36% | Add +3.3% | 532,343 | $58.1M |
| Assetmark, Inc. | 0.13% | Add +2.9% | 512,209 | $55.9M |
| LVW Advisors, LLC | 6.09% | Add +0.1% | 498,485 | $54.4M |
| Modera Wealth Management, LLC | 0.67% | Reduce -0.4% | 492,059 | $53.7M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 473,947 | $51.8M |
| Baltimore-Washington Financial Advisors, Inc. | 2.40% | Reduce -0.7% | 472,030 | $51.5M |
| CW Advisors, LLC | 0.50% | Reduce -2.4% | 469,420 | $51.2M |
| Mariner, LLC | 0.07% | Add +15.6% | 444,421 | $48.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.0% | 408,214 | $44.6M |
| Commerce Bank | 0.26% | Add +4.0% | 407,454 | $44.5M |
| Snowden Capital Advisors LLC | 1.31% | Reduce -0.7% | 401,684 | $43.9M |
| Citizens & Northern Corp. | 11.66% | Reduce -4.7% | 398,999 | $43.6M |
| Pacific Life Fund Advisors LLC | 4.46% | Reduce -22.6% | 381,209 | $41.6M |
| Valley Wealth Managers, Inc. | 2.95% | Reduce -18.9% | 375,688 | $41.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.7% | 370,251 | $40.8M |
| Lido Advisors, LLC | 0.22% | Add +35.1% | 372,847 | $40.7M |
| Stephens Inc. | 0.56% | Add +4.9% | 370,907 | $40.5M |
| Parkside Financial Bank & Trust | 4.18% | Add +2.5% | 355,061 | $38.8M |
| Cerity Partners LLC | 0.07% | Add +22.0% | 346,693 | $37.9M |
| NewEdge Advisors, LLC | 0.19% | Add +7.2% | 341,965 | $37.3M |
| Summit X, LLC | 6.64% | Add +80.3% | 326,178 | $35.6M |
| Windward Private Wealth Management Inc. | 12.53% | Add +5.6% | 318,222 | $34.7M |
| Wealthspire Retirement, LLC | 2.29% | Add +0.2% | 317,943 | $34.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.9% | 301,446 | $32.9M |
| Steele Capital Management, Inc. | 1.56% | Add +0.1% | 297,633 | $32.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +10.4% | 283,576 | $31.0M |
| Creative Financial Designs Inc. | 2.20% | Reduce -28.8% | 280,438 | $30.6M |
| MIdWestOne Financial Group, Inc. | 3.93% | Add +4.9% | 277,102 | $30.3M |
| Corient Private Wealth LP | 0.04% | Reduce -9.6% | 255,015 | $27.8M |
| Cynosure Group, LLC | 3.15% | Add +2.2% | 254,256 | $27.8M |
| Country Club Bank | 1.70% | Add +5.6% | 249,240 | $27.0M |
| Bank of Montreal | 0.01% | Add +1.4% | 243,398 | $26.6M |
| Tolleson Wealth Management, Inc. | 4.29% | Add +7.7% | 230,015 | $25.1M |
| Highland Financial Advisors, LLC | 7.81% | Add +1.4% | 222,827 | $24.3M |
| Condor Capital Management | 2.11% | Reduce -0.9% | 222,748 | $24.3M |
| D.A. Davidson & Co. | 0.17% | Add +4.7% | 221,820 | $24.2M |
| TD Private Client Wealth LLC | 0.59% | Add +22.3% | 218,607 | $23.9M |
| Bernardo Wealth Planning LLC | 5.03% | Add +7.4% | 212,343 | $23.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.25% | Reduce -1.5% | 210,870 | $23.0M |
| Perkins Coie Trust Co | 3.88% | Add +1.7% | 208,880 | $22.8M |
| Atlantic Union Bankshares Corp | 0.52% | Add +773.0% | 206,749 | $22.6M |
| Elite Financial, Inc. | 11.09% | Add +0.5% | 198,911 | $22.5M |
| Cambridge Associates LLC /Ma/ | 0.50% | No change | 206,440 | $22.5M |
| Voya Investment Management LLC | 0.03% | Add +601.3% | 205,610 | $22.5M |
| Wealth Dimensions Group, Ltd. | 4.83% | Add +2.4% | 200,674 | $21.9M |
| Ieq Capital, LLC | 0.13% | Reduce -0.7% | 190,620 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +19.2% | 189,374 | $20.7M |
| Apella Capital, LLC | 0.55% | Add +27.8% | 185,756 | $20.3M |
| Keybank National Association | 0.07% | Add +2.4% | 182,886 | $20.0M |
| HBK Sorce Advisory LLC | 0.54% | Reduce -5.1% | 182,189 | $19.9M |
| Stifel Financial Corp. | 0.02% | Reduce -18.9% | 180,463 | $19.7M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -9.3% | 178,152 | $19.5M |
| Atria Wealth Solutions, Inc. | 0.43% | Reduce -21.1% | 175,730 | $19.2M |
| Arrowroot Family Office, LLC | 8.42% | — | 172,043 | $18.8M |
| Yarger Wealth Strategies, LLC | 9.48% | Reduce -12.8% | 166,142 | $18.1M |
| Blue Barn Wealth, LLC | 8.45% | Add +0.2% | 164,289 | $17.9M |
| One Capital Management, LLC | 0.62% | Reduce -59.1% | 163,251 | $17.8M |
| Mesirow Financial Investment Management, Inc. | 0.34% | Add +1.9% | 160,643 | $17.5M |
| Focus Partners Wealth | 0.04% | Add +2.0% | 160,618 | $17.5M |
| Baird Financial Group, Inc. | 0.03% | Add +1.8% | 153,534 | $16.8M |
| M&T Bank Corp | 0.06% | Reduce -3.2% | 148,284 | $16.2M |
| HB Wealth Management, LLC | 0.13% | Reduce -12.4% | 147,671 | $16.1M |
| Private Advisor Group, LLC | 0.08% | Add +16.8% | 138,161 | $15.1M |
| Exchange Traded Concepts, LLC | 0.19% | New | 135,739 | $14.8M |
| Strategic Financial Partners, Ltd. | 6.85% | Reduce -32.0% | 135,103 | $14.8M |
| Global Retirement Partners, LLC | 0.36% | — | 134,186 | $14.7M |
| Brand Asset Management Group, Inc. | 5.47% | Add +4.8% | 134,155 | $14.6M |
| Joel Isaacson & Co., LLC | 0.59% | Add +3.3% | 131,791 | $14.4M |
| Connable Office Inc. | 1.41% | Add +0.1% | 130,320 | $14.2M |
| Lebenthal Global Advisors, LLC | 2.59% | Reduce -11.8% | 127,138 | $13.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -37.7% | 122,731 | $13.4M |
| Mutual Advisors, LLC | 0.33% | Add +8.2% | 116,529 | $13.2M |
| Fifth Third Securities, Inc. | 0.98% | Reduce -2.4% | 119,966 | $13.1M |
| SWAN Capital LLC | 5.69% | Add +41.4% | 119,907 | $13.1M |
| Fort Washington Investment Advisors Inc. | 0.07% | Add +12.8% | 119,037 | $13.0M |
| Integrated Investment Consultants, LLC | 2.49% | Add +0.7% | 116,007 | $12.7M |
| Vance Wealth, LLC | 4.27% | Reduce -10.9% | 115,817 | $12.6M |
| RFG - Bristol Wealth Advisors, LLC | 3.89% | Add +7.3% | 114,894 | $12.5M |
| Mission Wealth Management, LP | 0.27% | Add +1429.0% | 113,571 | $12.4M |
| Advisors Preferred, LLC | 2.03% | Add +17.5% | 113,690 | $12.3M |
| Procyon Advisors, LLC | 1.16% | Reduce -18.9% | 112,218 | $12.3M |
| Creative Planning | 0.01% | Reduce -9.1% | 110,895 | $12.1M |
| FourThought Financial Partners, LLC | 1.18% | Add +20.7% | 109,847 | $12.0M |
| Aptus Capital Advisors, LLC | 0.11% | Add +5.0% | 104,527 | $11.4M |
| Freedom Investment Management, Inc. | 0.90% | Add +58.0% | 102,747 | $11.2M |
| Great Valley Advisor Group, Inc. | 0.25% | Reduce -7.1% | 102,218 | $11.2M |
| Cary Street Partners Financial LLC | 0.31% | Reduce -8.9% | 101,766 | $11.1M |
| &partners | 0.08% | Add +94.8% | 101,084 | $11.0M |
| Quantinno Capital Management LP | 0.05% | Add +18.4% | 98,871 | $10.8M |
| Advisors Capital Management, LLC | 0.15% | Add +85.1% | 97,859 | $10.7M |
| Merit Financial Group, LLC | 0.11% | Reduce -13.4% | 90,838 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +3858.5% | 89,660 | $9.8M |
| Apollon Financial, LLC | 2.05% | Add +2.6% | 89,566 | $9.8M |
| Pinnacle Financial Partners Inc | 0.21% | Add +22.2% | 89,492 | $9.8M |
| Sanctuary Advisors, LLC | 0.06% | Add +9.5% | 87,220 | $9.5M |
| Hurley Capital, LLC | 6.66% | Add +3.4% | 86,945 | $9.5M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -28.2% | 84,886 | $9.3M |
| American Financial & Tax Strategies Inc. | 4.79% | Reduce -2.0% | 84,817 | $9.3M |
| Royal Fund Management, LLC | 0.96% | Reduce -1.2% | 81,982 | $9.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -3.9% | 81,831 | $8.9M |
| Bare Financial Services, Inc | 2.98% | Add +19.8% | 80,946 | $8.8M |
| Base Wealth Management LLC | 5.66% | Add +8.2% | 80,853 | $8.8M |
| Darrow Company, Inc. | 4.26% | Add +5.0% | 77,023 | $8.4M |
| First Horizon Advisors, Inc. | 0.21% | Add +3.1% | 73,073 | $8.0M |
| Diversified Enterprises, LLC | 0.57% | Add +16.1% | 69,670 | $7.6M |
| Smartleaf Asset Management LLC | 0.66% | Add +44.1% | 69,340 | $7.5M |
| FMR LLC | 0.00% | Add +9.0% | 68,600 | $7.5M |
| Summit Trail Advisors, LLC | 0.13% | Add +316.0% | 67,477 | $7.4M |
| IFP Advisors, Inc | 0.21% | Add +9.9% | 66,722 | $7.3M |
| Silver Oak Securities, Incorporated | 0.58% | Add +144.1% | 64,215 | $7.0M |
| First National Trust Co | 0.26% | Reduce -19.4% | 63,129 | $6.9M |
| ERn Financial, LLC | 1.45% | Reduce -0.7% | 62,798 | $6.9M |
| Blue Capital, Inc. | 4.83% | — | 62,400 | $6.8M |
| Philip James Wealth Mangement, LLC | 0.90% | Reduce -0.1% | 62,311 | $6.8M |
| Wedbush Securities Inc. | 0.24% | Reduce -9.4% | 62,232 | $6.8M |
| Rodgers & Associates, LTD | 0.74% | Add +12.8% | 61,413 | $6.7M |
| Nicholson Meyer Capital Management, Inc. | 5.49% | Add +2.5% | 59,385 | $6.5M |
| Investors Research Corp | 1.27% | Add +23.4% | 59,127 | $6.5M |
| MAI Capital Management | 0.04% | Reduce -1.1% | 59,034 | $6.4M |
| Fifth Third Wealth Advisors LLC | 0.27% | Add +6.3% | 58,754 | $6.4M |
| Fidelis Capital Partners, LLC | 0.57% | Add +0.5% | 55,286 | $6.3M |
| Empire Life Investments Inc. | 0.39% | Add +9.2% | 56,700 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +5.1% | 54,807 | $6.0M |
| Curtis Advisory Group, LLC | 1.50% | Add +0.7% | 54,636 | $6.0M |
| Crumly & Associates Inc. | 1.45% | Reduce -10.9% | 54,513 | $6.0M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -2.2% | 52,690 | $5.8M |
| Cascade Wealth Advisors, Inc | 3.23% | Reduce -11.7% | 49,755 | $5.7M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 52,239 | $5.7M |
| Andina Capital Management, LLC | 3.98% | Add +15.1% | 52,022 | $5.7M |
| Aurelius Family Office LLC | 2.61% | Add +32.8% | 50,617 | $5.5M |
| Guardian Wealth Advisors, LLC / NC | 0.39% | Add +2.7% | 50,338 | $5.5M |
| Golden Road Advisors LLC | 3.65% | Add +14.5% | 50,333 | $5.5M |
| Belpointe Asset Management LLC | 0.23% | Add +47.6% | 49,698 | $5.4M |
| Frederick Financial Consultants, LLC | 3.36% | Reduce -1.8% | 49,549 | $5.4M |
| Advisory Resource Group | 1.04% | Add +9.9% | 49,474 | $5.4M |
| Facet Wealth, Inc. | 0.12% | Reduce -7.7% | 46,773 | $5.3M |
| Cozad Asset Management Inc. | 0.46% | Add +0.1% | 48,467 | $5.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.4% | 47,757 | $5.2M |
| Sapient Capital LLC | 0.09% | Add +3.4% | 47,309 | $5.2M |
| GEM Asset Management, LLC | 2.64% | Add +18.3% | 47,106 | $5.2M |
| Legacy Financial Advisors, Inc. | 0.79% | Add +2.1% | 46,297 | $5.1M |
| Thompson Siegel & Walmsley LLC | 0.08% | Reduce -11.1% | 45,854 | $5.0M |
| Stegner Investment Associates Inc. | 3.05% | Add +0.0% | 45,623 | $5.0M |
| CKW Financial Group | 0.57% | Add +6.7% | 45,476 | $4.9M |
| Auour Investments LLC | 1.68% | Reduce -3.5% | 44,823 | $4.9M |
| Sowell Financial Services LLC | 0.20% | Add +12.4% | 44,746 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.6% | 44,616 | $4.9M |
| Wealth Advisory Team LLC | 4.54% | — | 44,492 | $4.9M |
| Certified Advisory Corp | 0.50% | Reduce -0.8% | 44,446 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +51.2% | 44,213 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +33.4% | 43,972 | $4.8M |
| RFG Advisory, LLC | 0.11% | Add +11.5% | 43,811 | $4.8M |
| Linscomb Wealth, Inc. | 0.22% | Reduce -2.6% | 43,466 | $4.7M |
| Savant Capital, LLC | 0.03% | Add +15.2% | 43,320 | $4.7M |
| Continuum Advisory, LLC | 0.57% | Add +6.0% | 43,319 | $4.7M |
| New Millennium Group LLC | 2.54% | Reduce -1.1% | 42,072 | $4.6M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -9.7% | 41,535 | $4.5M |
| Signaturefd, LLC | 0.08% | Reduce -0.3% | 41,116 | $4.5M |
| PFG Advisors | 0.21% | Reduce -7.2% | 40,934 | $4.5M |
| Sage Mountain Advisors LLC | 0.29% | Reduce -1.1% | 40,312 | $4.4M |
| Glenmede Investment Management, LP | 0.02% | — | 40,300 | $4.4M |
| AQR Capital Management | 0.00% | Add +5.9% | 40,066 | $4.4M |
| Zhang Financial LLC | 0.20% | Add +7.8% | 40,045 | $4.4M |
| Adapt Wealth Advisors, LLC | 1.95% | Reduce -0.9% | 39,859 | $4.4M |
| TAGStone Capital, Inc. | 1.79% | Add +0.4% | 37,842 | $4.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -5.7% | 39,325 | $4.3M |
| Relyea Zuckerberg Hanson LLC | 0.48% | Add +199.7% | 37,180 | $4.1M |
| Aquire Wealth Advisors, LLC | 1.08% | New | 36,961 | $4.0M |
| Prosperity Consulting Group, LLC | 0.29% | Reduce -10.9% | 36,414 | $4.0M |
| Accretive Wealth Partners, LLC | 1.29% | Add +3.3% | 36,082 | $3.9M |
| Mezzasalma Advisors, LLC | 1.18% | Add +0.7% | 36,026 | $3.9M |
| Roffman Miller Associates Inc. | 0.23% | Add +0.1% | 35,836 | $3.9M |
| Diversified Portfolios, Inc. | 0.37% | Reduce -5.0% | 35,345 | $3.9M |
| One Day In July LLC | 0.34% | Add +12.4% | 34,781 | $3.8M |
| Johnson Investment Counsel Inc. | 0.03% | Add +1.0% | 34,188 | $3.7M |
| Portfolio Strategies, Inc. | 0.48% | Add +58.5% | 33,932 | $3.7M |
| Legacy Edge Advisors, LLC | 0.49% | Add +0.2% | 33,845 | $3.7M |
| WFA of San Diego, LLC | 2.62% | — | 32,457 | $3.5M |
| Prosperity Wealth Management, Inc. | 1.30% | Reduce -8.3% | 32,127 | $3.5M |
| Ballentine Partners, LLC | 0.05% | No change | 31,707 | $3.5M |
| Tennessee Valley Asset Management Partners | 0.88% | Reduce -0.1% | 31,671 | $3.5M |
| IFG Advisory, LLC | 0.17% | Reduce -5.7% | 31,564 | $3.4M |
| Americana Partners, LLC | 0.12% | Add +27.6% | 30,820 | $3.4M |
| Focus Financial Network, Inc. | 0.13% | Add +5.8% | 30,399 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +51.5% | 29,765 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +800.2% | 29,752 | $3.2M |
| Spectrum Investment Advisors, Inc. | 1.87% | Add +5.5% | 29,498 | $3.2M |
| Brown Brothers Harriman & Co. | 0.02% | Add +294.5% | 29,406 | $3.2M |
| Guerra Advisors Inc | 1.51% | Reduce -31.1% | 29,188 | $3.2M |
| CoreCap Advisors, LLC | 0.13% | Add +576.1% | 29,078 | $3.2M |
| Michels Family Financial, LLC | 2.69% | Add +3.2% | 28,896 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +3.4% | 28,510 | $3.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +51.3% | 27,717 | $3.0M |
| Wedmont Private Capital | 0.13% | Add +1.0% | 27,144 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +10.8% | 27,000 | $2.9M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.8% | 26,124 | $2.9M |
| Operose Advisors LLC | 0.82% | Reduce -10.2% | 26,781 | $2.9M |
| Main Street Financial Solutions, LLC | 0.21% | Add +26.0% | 26,765 | $2.9M |
| TCV Trust & Wealth Management, Inc. | 0.25% | Reduce -0.1% | 26,539 | $2.9M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 26,313 | $2.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.43% | Add +192.2% | 26,116 | $2.9M |
| Zacks Investment Management | 0.02% | Reduce -24.7% | 25,996 | $2.8M |
| Valtrion Capital Management, LLC | 3.38% | Add +0.0% | 25,829 | $2.8M |
| M3 Advisory Group, LLC | 1.94% | No change | 25,682 | $2.8M |
| Western Wealth Management, LLC | 0.16% | Add +0.7% | 25,130 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -56.3% | 24,475 | $2.7M |
| Glass Jacobson Investment Advisors llc | 1.01% | Add +0.8% | 23,922 | $2.6M |
| CHB Investment Group, LLC | 1.33% | Reduce -2.2% | 23,802 | $2.6M |
| Steph & Co. | 0.84% | Add +7.4% | 23,789 | $2.6M |
| Win Advisors, Inc. | 1.24% | New | 23,603 | $2.6M |
| Allegiance Financial Group Advisory Services LLC | 0.68% | Reduce -15.2% | 23,594 | $2.6M |
| Shikiar Asset Management Inc. | 0.79% | No change | 23,500 | $2.6M |
| Verus Capital Partners, LLC | 0.22% | Add +4.4% | 22,824 | $2.5M |
| Blackston Financial Advisory Group, LLC | 1.54% | Reduce -2.5% | 22,606 | $2.5M |
| Grey Fox Wealth Advisors, LLC | 0.59% | Add +15.0% | 22,595 | $2.5M |
| Financial Advocates Investment Management | 0.20% | Add +155.7% | 22,372 | $2.4M |
| Inspire Advisors, LLC | 0.25% | Add +26.1% | 22,231 | $2.4M |
| Avior Wealth Management, LLC | 0.08% | Add +0.2% | 22,091 | $2.4M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -25.1% | 22,016 | $2.4M |
| AMG National Trust Bank | 0.06% | Add +46.2% | 21,863 | $2.4M |
| Valley National Advisers Inc. | 0.39% | Add +5.5% | 21,706 | $2.4M |
| Harbour Investments, Inc. | 0.06% | Add +2.2% | 21,410 | $2.3M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -0.2% | 21,394 | $2.3M |
| Sound Financial Strategies Group, LLC | 1.98% | Reduce -6.9% | 21,392 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +368.0% | 21,321 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +10.3% | 21,254 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -5.3% | 21,115 | $2.3M |
| Money Concepts Capital Corp. | 0.15% | Add +23.9% | 21,071 | $2.3M |
| Virtue Capital Management, LLC | 0.42% | Add +33.7% | 20,705 | $2.3M |
| Balentine LLC | 0.09% | No change | 20,661 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +2.8% | 19,886 | $2.3M |
| Fiduciary Trust Co | 0.03% | Reduce -3.9% | 20,476 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -29.5% | 20,288 | $2.2M |
| GAMCO Investors | 0.02% | New | 19,768 | $2.2M |
| Hershey Financial Advisers, LLC | 1.90% | — | 19,478 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -2.1% | 19,244 | $2.1M |
| Sunpointe, LLC | 0.83% | Reduce -25.0% | 19,158 | $2.1M |
| Clarion Wealth Managment Partners, LLC | 2.28% | — | 19,091 | $2.1M |
| Embree Financial Group | 0.30% | Add +0.1% | 18,471 | $2.0M |
| ETF Portfolio Partners, Inc. | 0.55% | Reduce -4.4% | 18,318 | $2.0M |
| Diversify Advisory Services, LLC | 0.08% | Add +32.1% | 16,976 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -3.4% | 17,994 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Add +39.0% | 17,817 | $1.9M |
| Arista Wealth Management, LLC | 0.27% | New | 17,622 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +15.6% | 17,273 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +0.3% | 17,266 | $1.9M |
| Maridea Wealth Management LLC | 0.49% | Add +249.0% | 17,166 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +147.5% | 17,091 | $1.9M |
| Bokf, NA | 0.03% | Add +48.4% | 17,013 | $1.9M |
| Next Level Private LLC | 0.60% | Reduce -0.1% | 16,911 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +95.8% | 16,811 | $1.8M |
| Financial Alternatives, Inc | 1.18% | Reduce -8.3% | 16,543 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +13.0% | 16,443 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.2% | 16,330 | $1.8M |
| Castlekeep Investment Advisors LLC | 0.87% | Add +7.4% | 16,216 | $1.8M |
| Garde Capital, Inc. | 0.09% | Reduce -2.9% | 16,176 | $1.8M |
| Retirement Planning Group, LLC | 0.07% | Add +64.3% | 16,008 | $1.7M |
| Valpey Financial Services, LLC | 1.19% | — | 15,753 | $1.7M |
| Webster Bank, N. A. | 0.17% | Add +3.8% | 15,487 | $1.7M |
| Calydon Capital | 0.16% | Add +50.0% | 15,266 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | No change | 15,222 | $1.7M |
| Thomasville National Bank | 0.11% | Reduce -10.0% | 15,158 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -18.0% | 15,161 | $1.7M |
| Choreo, LLC | 0.02% | Add +1.0% | 15,046 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +30.4% | 15,000 | $1.6M |
| Consolidated Portfolio Review Corp | 0.23% | Add +1.8% | 14,964 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -33.4% | 14,820 | $1.6M |
| Fort Sheridan Advisors LLC | 0.23% | Add +39.3% | 14,751 | $1.6M |
| Opus Capital Group, LLC | 0.19% | Add +0.0% | 14,708 | $1.6M |
| AdvisorNet Financial, Inc | 0.10% | Add +187.7% | 14,613 | $1.6M |
| Fund Evaluation Group, LLC | 0.06% | No change | 14,570 | $1.6M |
| DHK Financial Advisors, Inc. | 0.91% | Reduce -50.0% | 14,550 | $1.6M |
| Institute for Wealth Management, LLC. | 0.18% | No change | 14,489 | $1.6M |
| Duncan Williams Asset Management, LLC | 0.48% | Add +3.8% | 14,068 | $1.5M |
| Princeton Global Asset Management LLC | 0.27% | Reduce -0.6% | 13,775 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.27% | No change | 13,610 | $1.5M |
| Fulton Bank, N.A. | 0.06% | Add +47.0% | 13,629 | $1.5M |
| 3Chopt Investment Partners, LLC | 0.35% | No change | 13,460 | $1.5M |
| Fortis Capital Advisors, LLC | 0.26% | Reduce -0.4% | 13,388 | $1.5M |
| Certuity, LLC | 0.14% | Add +0.3% | 13,201 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.5% | 13,180 | $1.4M |
| Curi Capital, LLC | 0.03% | New | 13,105 | $1.4M |
| LBJ Family Wealth Advisors, Ltd. | 0.83% | Add +6.0% | 13,108 | $1.4M |
| MidAtlantic Capital Management, Inc. | 1.01% | Add +2.3% | 13,026 | $1.4M |
| Westshore Wealth, LLC | 0.55% | Add +158.1% | 12,980 | $1.4M |
| Davidson Trust Co. | 0.65% | Add +0.1% | 12,870 | $1.4M |
| Gotham Asset Management | 0.01% | No change | 12,786 | $1.4M |
| Global View Capital Management LLC | 0.44% | New | 12,694 | $1.4M |
| FSM Wealth Advisors, LLC | 0.22% | Add +19.4% | 12,601 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -21.9% | 12,577 | $1.4M |
| Spirepoint Private Client, LLC | 0.15% | New | 12,287 | $1.3M |
| Atlanta Consulting Group Advisors, LLC | 0.36% | No change | 12,173 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Add +20.6% | 11,944 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | New | 11,697 | $1.3M |
| Signal Tree Financial Partners LLC | 1.08% | Reduce -19.6% | 11,448 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Add +3.5% | 11,440 | $1.2M |
| SBI Securities Co., Ltd. | 0.04% | Add +1.6% | 11,369 | $1.2M |
| Axis Wealth Partners, LLC | 0.81% | Add +31.3% | 11,310 | $1.2M |
| Baker Boyer National Bank | 0.42% | No change | 11,249 | $1.2M |
| Elevation Wealth Partners, LLC | 0.48% | Reduce -9.6% | 11,180 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -11.4% | 10,846 | $1.2M |
| Compass Ion Advisors, LLC | 0.13% | Add +6.9% | 10,627 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -11.4% | 10,474 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -2.8% | 10,181 | $1.1M |
| Lee, Kelleher & Klein Wealth Management | 0.74% | No change | 10,133 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -65.1% | 10,122 | $1.1M |
| Veltria Advisors Corp. | 0.74% | Reduce -11.1% | 10,113 | $1.1M |
| Goelzer Investment Management, Inc. | 0.06% | Reduce -0.6% | 10,074 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 10,071 | $1.1M |
| Sonata Capital Group Inc. | 0.44% | Add +21.8% | 10,056 | $1.1M |
| AlphaStar Capital Management, LLC | 0.08% | Add +14.6% | 10,012 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 10,000 | $1.1M |
| Accurate Wealth Management, LLC | 0.17% | Reduce -31.0% | 9,828 | $1.1M |
| American Money Management, LLC | 0.19% | Reduce -8.8% | 9,876 | $1.1M |
| Verum Partners LLC | 0.25% | Reduce -0.1% | 9,773 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +12.6% | 9,764 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.29% | New | 9,254 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 9,624 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Reduce -91.3% | 9,594 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.1% | 9,492 | $1.0M |
| REDW Wealth LLC | 0.41% | No change | 9,391 | $1.0M |
| Victory Financial Group, LLC | 0.16% | Add +20.1% | 9,376 | $1.0M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -3.8% | 9,322 | $1.0M |
| Private Trust Co. NA | 0.10% | Add +1.8% | 9,312 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -25.3% | 9,244 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +7.0% | 9,215 | $1.0M |
| MTM Investment Management, LLC | 0.34% | Add +0.0% | 9,168 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +83.8% | 9,161 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -24.7% | 8,987 | $981K |
| American National Bank & Trust | 0.10% | Reduce -3.4% | 8,887 | $970K |
| Bison Wealth, LLC | 0.08% | No change | 8,776 | $966K |
| National Philanthropic Trust | 0.01% | No change | 8,800 | $961K |
| Amplius Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 8,613 | $940K |
| ForthRight Wealth Management, LLC | 0.29% | Add +5.8% | 8,545 | $933K |
| Beaumont Financial Advisors, LLC | 0.07% | No change | 8,488 | $927K |
| McAdam, LLC | 0.05% | Reduce -2.4% | 8,370 | $914K |
| Key Client Fiduciary Advisors, LLC | 0.37% | Add +1.0% | 8,153 | $890K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,122 | $887K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 8,107 | $885K |
| Capital Investment Advisors, LLC | 0.02% | Add +24.1% | 8,055 | $880K |
| Hazlett, Burt & Watson, Inc. | 0.36% | No change | 8,046 | $878K |
| Precedent Wealth Partners, LLC | 0.21% | Reduce -9.5% | 7,980 | $871K |
| Diversified Trust Co. | 0.02% | Add +0.5% | 7,871 | $860K |
| D. E. Shaw & Co. | 0.00% | Reduce -45.9% | 7,855 | $858K |
| Santori & Peters, Inc. | 0.31% | Add +3.1% | 7,844 | $857K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -44.7% | 7,811 | $844K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +0.0% | 7,687 | $840K |
| Flynn Zito Capital Management, LLC | 0.35% | Reduce -5.5% | 7,672 | $838K |
| Resolute Wealth Strategies, LLC | 0.45% | Add +0.1% | 7,625 | $833K |
| Brown Advisory Inc. | 0.00% | Add +6.3% | 7,606 | $831K |
| Bluesphere Advisors LLC | 0.41% | Add +0.0% | 7,550 | $824K |
| Keystone Financial Group | 0.07% | Add +2.8% | 7,524 | $822K |
| Waterloo Capital, L.P. | 0.07% | New | 7,516 | $821K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 7,500 | $819K |
| Braun-Bostich & Associates Inc. | 0.56% | No change | 7,477 | $816K |
| Cordatus Wealth Management LLC | 0.20% | Add +0.9% | 7,421 | $810K |
| World Equity Group, Inc. | 0.22% | Add +28.1% | 7,411 | $809K |
| Balefire, LLC | 0.18% | New | 7,383 | $806K |
| Cwm, LLC | 0.00% | Add +39.4% | 7,375 | $805K |
| Ellenbecker Investment Group | 0.13% | Add +77.9% | 7,287 | $796K |
| Axxcess Wealth Management, LLC | 0.02% | Add +144.8% | 7,269 | $794K |
| Haverford Trust Co | 0.01% | New | 7,070 | $772K |
| Truepoint, Inc. | 0.02% | Reduce -19.6% | 7,050 | $770K |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +0.1% | 7,044 | $769K |
| Petra Financial Advisors Inc. | 0.49% | Add +13.1% | 7,009 | $765K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -5.8% | 6,970 | $761K |
| Sentinel Trust Co. Lba | 0.08% | No change | 6,908 | $754K |
| Cresset Asset Management, LLC | 0.00% | Reduce -24.8% | 6,863 | $749K |
| DGS Capital Management, LLC | 0.15% | Reduce -22.4% | 6,855 | $749K |
| Rainier Family Wealth Inc. | 0.74% | No change | 6,764 | $739K |
| IHT Wealth Management, LLC | 0.02% | Reduce -50.5% | 6,698 | $731K |
| Bogart Wealth, LLC | 0.03% | No change | 6,639 | $725K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.8% | 6,631 | $724K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -18.2% | 6,563 | $717K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -14.0% | 6,379 | $697K |
| Benchmark Wealth Management, LLC | 0.31% | Add +1.1% | 6,375 | $696K |
| Clare Market Investments LLC | 0.15% | Reduce -9.9% | 6,360 | $695K |
| Eq LLC | 0.27% | Reduce -2.0% | 6,351 | $694K |
| Visionary Wealth Advisors | 0.04% | Add +62.6% | 6,322 | $690K |
| Financial Guidance Group, Inc. | 0.33% | No change | 6,250 | $683K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.5% | 6,206 | $678K |
| Cherrydale Wealth Management, LLC | 0.23% | Add +0.1% | 6,154 | $672K |
| Independent Advisor Alliance | 0.02% | Add +5.3% | 6,018 | $657K |
| Koshinski Asset Management, Inc. | 0.05% | New | 5,980 | $653K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.5% | 5,765 | $630K |
| Sovran Advisors, LLC | 0.07% | Reduce -7.7% | 5,758 | $630K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.3% | 5,741 | $627K |
| Vicus Capital | 0.05% | Reduce -17.0% | 5,717 | $624K |
| Capital Planning LLC | 0.19% | Add +26.7% | 5,677 | $620K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,641 | $616K |
| AlphaCore Capital LLC | 0.02% | Add +270.6% | 5,592 | $611K |
| Liberty Wealth Management LLC | 0.10% | New | 5,564 | $608K |
| Fisher Asset Management | 0.00% | Add +12.0% | 5,534 | $604K |
| Hutchens & Kramer Investment Management Group, LLC | 0.27% | New | 5,510 | $596K |
| Midwest Trust Co | 0.01% | — | 5,424 | $592K |
| Lokken Investment Group LLC | 0.23% | Add +0.1% | 5,352 | $584K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 5,340 | $583K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -3.3% | 5,326 | $582K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.5% | 5,324 | $581K |
| Cura Wealth Advisors, LLC | 0.27% | Reduce -2.4% | 5,237 | $572K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +0.0% | 5,235 | $572K |
| Solutions 4 Wealth, Ltd | 0.95% | Add +1.4% | 5,197 | $568K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +31.3% | 5,183 | $566K |
| Stone House Investment Management, LLC | 0.10% | Reduce -35.5% | 5,134 | $561K |
| New England Private Wealth Advisors LLC | 0.08% | Reduce -11.4% | 4,946 | $560K |
| Scotia Capital Inc. | 0.00% | Reduce -8.1% | 5,126 | $560K |
| Lewis Asset Management, LLC | 0.26% | Reduce -6.3% | 5,099 | $557K |
| First Financial Bankshares Inc | 0.01% | No change | 5,053 | $552K |
| Betterment LLC | 0.00% | Add +8.2% | 5,046 | $551K |
| BlueStem Wealth Partners, LLC | 0.07% | Reduce -0.5% | 4,989 | $545K |
| PBMares Wealth Management LLC | 0.10% | Reduce -16.7% | 4,979 | $544K |
| Park Edge Advisors, LLC | 0.14% | No change | 4,882 | $533K |
| PGIM Custom Harvest LLC | 0.01% | Add +8.2% | 4,820 | $526K |
| Brio Consultants, LLC | 0.08% | New | 4,810 | $525K |
| Emerald Advisors, LLC | 0.07% | Add +33.9% | 4,804 | $525K |
| Venture Visionary Partners LLC | 0.02% | Add +0.9% | 4,786 | $523K |
| Parallel Advisors, LLC | 0.01% | Add +38.9% | 4,777 | $522K |
| Trust Point Inc. | 0.05% | New | 4,748 | $518K |
| Lanark Financial, Inc. | 0.04% | Add +265.5% | 4,752 | $518K |
| SIMA Wealth Partners, LLC | 0.42% | Add +10191.3% | 4,734 | $517K |
| Ignite Planners, LLC | 0.09% | Reduce -23.2% | 4,589 | $513K |
| Wharton Business Group, LLC | 0.02% | No change | 4,660 | $509K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 4,660 | $509K |
| Compass Wealth Management LLC | 0.12% | No change | 4,640 | $507K |
| Millennium Management | 0.00% | New | 4,630 | $506K |
| Foundations Investment Advisors, LLC | 0.01% | Add +86.0% | 4,607 | $503K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.6% | 4,563 | $498K |
| Titleist Asset Management, LLC | 0.05% | Reduce -0.6% | 4,556 | $498K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +5.5% | 4,531 | $495K |
| Ethos Financial Group, LLC | 0.04% | Reduce -93.6% | 4,522 | $494K |
| Foundation Wealth Management, LLC | 0.34% | No change | 4,490 | $490K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,451 | $486K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +35.5% | 4,438 | $485K |
| Global Wealth Management Investment Advisory, Inc. | 0.09% | New | 4,380 | $478K |
| Csenge Advisory Group | 0.03% | No change | 4,637 | $477K |
| United Capital Management of KS, Inc. | 0.07% | No change | 4,360 | $476K |
| ARK & TLK Investments, LLC | 0.15% | No change | 4,353 | $475K |
| Invesco Ltd. | 0.00% | New | 4,349 | $475K |
| Hirtle & Co., LLC | 0.02% | No change | 4,321 | $472K |
| Renaissance Technologies | 0.00% | New | 4,300 | $470K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,296 | $469K |
| United Community Bank | 0.16% | Add +16.9% | 4,277 | $467K |
| CRA Financial Services, LLC | 0.07% | Add +3.7% | 4,240 | $463K |
| Olympus Wealth Management, LLC | 0.16% | New | 4,227 | $462K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 4,209 | $460K |
| Richmond Investment Services, LLC | 0.10% | New | 4,199 | $459K |
| Fortitude Advisory Group L.L.C. | 0.26% | Add +30.4% | 4,095 | $447K |
| Centricity Wealth Management, LLC | 0.36% | Add +0.0% | 4,086 | $446K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +13.4% | 4,057 | $443K |
| Private Wealth Asset Management, LLC | 0.06% | Add +421.6% | 4,048 | $442K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -59.7% | 4,022 | $439K |
| Tme Financial, Inc. | 0.35% | Add +18.2% | 3,965 | $433K |
| Rathbones Group PLC | 0.00% | No change | 3,950 | $431K |
| Elite Life Management LLC | 1.10% | Reduce -5.3% | 3,897 | $426K |
| Flagship Wealth Advisors, LLC | 0.16% | New | 3,897 | $426K |
| Sigma Planning Corp | 0.01% | Reduce -41.5% | 3,889 | $425K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,877 | $423K |
| JPL Wealth Management, LLC | 0.11% | No change | 3,863 | $422K |
| Legacy Wealth Asset Management, LLC | 0.11% | No change | 3,819 | $417K |
| Alteri Wealth LLC | 0.16% | Reduce -20.0% | 3,806 | $416K |
| New Republic Capital, LLC | 0.15% | No change | 3,800 | $415K |
| SVB Wealth LLC | 0.02% | Reduce -74.1% | 3,791 | $414K |
| Snider Financial Group | 0.12% | No change | 3,723 | $407K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,689 | $403K |
| Plan Group Financial, LLC | 0.13% | Reduce -42.4% | 3,677 | $402K |
| Bond & Devick Financial Network, Inc. | 0.13% | Add +0.0% | 3,660 | $400K |
| My Personal CFO, LLC | 0.18% | Add +0.1% | 3,659 | $400K |
| Inman Jager Wealth Management, LLC | 0.27% | No change | 3,644 | $398K |
| Allworth Financial LP | 0.00% | No change | 3,641 | $398K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.9% | 3,625 | $396K |
| Gilliland Jeter Wealth Management LLC | 0.13% | Add +15.3% | 3,591 | $392K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -16.7% | 3,587 | $392K |
| Geneos Wealth Management Inc. | 0.01% | Add +33.0% | 3,554 | $388K |
| OneDigital Investment Advisors LLC | 0.00% | Add +33.9% | 3,537 | $386K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -10.5% | 3,531 | $386K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,521 | $384K |
| World Investment Advisors | 0.01% | New | 3,509 | $383K |
| Fermata Advisors, LLC | 0.10% | Reduce -12.5% | 3,489 | $381K |
| Franklin Resources Inc. | 0.00% | No change | 3,442 | $376K |
| Park Capital Management, LLC / WI | 0.34% | No change | 3,400 | $371K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 3,385 | $370K |
| Fairway Wealth LLC | 0.12% | Add +0.1% | 3,325 | $363K |
| HFG Advisors, Inc. | 0.29% | No change | 3,298 | $360K |
| Trexquant Investment LP | 0.00% | Reduce -0.8% | 3,292 | $359K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.2% | 3,287 | $359K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.4% | 3,249 | $355K |
| Old North State Wealth Management, LLC | 0.18% | Add +0.1% | 3,233 | $353K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -3.3% | 3,191 | $348K |
| Tranquility Partners, LLC | 0.12% | Add +10.5% | 3,180 | $347K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,168 | $346K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.1% | 3,123 | $341K |
| Whitcomb & Hess, Inc. | 0.10% | No change | 3,119 | $341K |
| Mgo One Seven LLC | 0.01% | Add +5.2% | 3,093 | $338K |
| D'Orazio & Associates, Inc. | 0.05% | Add +11.9% | 3,027 | $331K |
| MWA Asset Management | 0.20% | Add +17.6% | 3,025 | $330K |
| Nelson Capital Management, LLC | 0.04% | No change | 2,951 | $322K |
| Swmg, LLC | 0.11% | New | 2,820 | $320K |
| SkyOak Wealth, LLC | 0.06% | Add +1.4% | 2,924 | $319K |
| Cedar Point Capital Partners, LLC | 0.23% | Reduce -9.1% | 2,924 | $319K |
| Austin Wealth Management, LLC | 0.06% | New | 2,813 | $319K |
| Integrity Alliance, Llc. | 0.02% | Reduce -9.0% | 2,877 | $314K |
| Smart Portfolios, LLC | 0.31% | No change | 2,861 | $312K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,853 | $312K |
| Principal Securities, Inc. | 0.01% | Reduce -15.6% | 2,821 | $308K |
| Fulcrum Equity Management | 0.32% | New | 2,819 | $308K |
| Rialto Wealth Management, LLC | 0.09% | Add +2.0% | 2,814 | $307K |
| Lockerman Financial Group, Inc. | 0.41% | No change | 2,794 | $305K |
| NorthRock Partners, LLC | 0.01% | Reduce -40.3% | 2,767 | $302K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -7.4% | 2,763 | $302K |
| Ancora Advisors LLC | 0.01% | Add +59.9% | 2,751 | $300K |
| Sightline Wealth Advisors, LLC | 0.14% | Add +0.0% | 2,745 | $300K |
| First City Capital Management, Inc. | 0.17% | No change | 2,744 | $300K |
| NewEdge Wealth, LLC | 0.00% | Add +6.3% | 2,621 | $298K |
| Everett Harris & Co. | 0.00% | No change | 2,725 | $298K |
| Arkadios Wealth Advisors | 0.01% | New | 2,696 | $294K |
| Fairvoy Private Wealth, LLC | 0.07% | No change | 2,691 | $294K |
| Tradewinds, LLC. | 0.22% | New | 2,630 | $287K |
| Merkkuri Wealth Advisors LLC | 0.22% | Add +0.1% | 2,630 | $287K |
| Traction Financial Partners, LLC | 0.19% | Reduce -57.4% | 2,609 | $285K |
| Maia Wealth LLC | 0.05% | Reduce -2.1% | 2,581 | $282K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,564 | $280K |
| Financial Freedom, LLC | 0.15% | Add +0.1% | 2,540 | $277K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -18.2% | 2,527 | $276K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,516 | $275K |
| James Reed Financial Services, Inc. | 0.25% | No change | 2,500 | $273K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.0% | 2,489 | $272K |
| Newport Capital Group, LLC | 0.18% | Reduce -9.4% | 2,483 | $271K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 2,478 | $271K |
| Avant Capital LLC | 0.21% | Add +0.1% | 2,472 | $270K |
| Evanson Asset Management, LLC | 0.02% | New | 2,462 | $269K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,444 | $267K |
| Magnolia Capital Advisors LLC | 0.07% | No change | 2,412 | $263K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 2,409 | $263K |
| Essex Financial Services, Inc. | 0.02% | New | 2,404 | $263K |
| Rothschild Wealth LLC | 0.06% | Reduce -36.3% | 2,392 | $261K |
| GM Advisory Group, LLC | 0.01% | No change | 2,365 | $258K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -88.0% | 2,363 | $258K |
| Valued Retirements, Inc. | 0.29% | No change | 2,356 | $257K |
| Heritage Wealth Management, Inc. | 0.08% | New | 2,340 | $256K |
| Mycio Wealth Partners, LLC | 0.06% | No change | 2,332 | $255K |
| Tectonic Advisors LLC | 0.01% | Add +0.1% | 2,322 | $254K |
| Sicart Associates LLC | 0.09% | No change | 2,313 | $253K |
| Equitable Trust Co. | 0.01% | No change | 2,312 | $252K |
| Bawa N Mallick Trust | 0.10% | No change | 2,300 | $251K |
| Gentry Private Wealth, LLC | 0.19% | No change | 2,293 | $250K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,292 | $250K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 2,288 | $250K |
| Capital Planning Advisors, LLC | 0.04% | No change | 2,286 | $250K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,285 | $250K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +8.1% | 2,281 | $249K |
| Level Financial Advisors | 0.08% | New | 2,274 | $248K |
| Beacon Financial Planning, Inc. | 0.14% | New | 2,247 | $245K |
| Haven Private, LLC | 0.11% | New | 2,217 | $242K |
| Unique Wealth, LLC | 0.04% | New | 2,194 | $240K |
| Eastern Bank | 0.00% | No change | 2,191 | $239K |
| Northcape Wealth Management, LLC | 0.07% | New | 2,156 | $235K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 2,108 | $230K |
| Horst & Graben Wealth Management LLC | 0.04% | New | 2,101 | $229K |
| Jacobs & Co. | 0.02% | New | 2,100 | $229K |
| Keb Asset Management, LLC | 0.06% | New | 2,081 | $227K |
| Waverly Advisors, LLC | 0.00% | New | 2,052 | $224K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -31.7% | 2,050 | $224K |
| FSA Advisors, Inc. | 0.18% | Reduce -19.3% | 2,048 | $224K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 2,032 | $222K |
| NTV Asset Management LLC | 0.03% | New | 2,024 | $221K |
| Occidental Asset Management, LLC | 0.03% | New | 2,020 | $221K |
| Avion Wealth | 0.05% | Add +0.1% | 2,019 | $220K |
| Aspiriant, LLC | 0.01% | New | 2,001 | $218K |
| VeraBank, N.A. | 0.04% | New | 2,000 | $218K |
| Philadelphia Trust Co. | 0.02% | New | 2,000 | $218K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 1,991 | $217K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 1,988 | $217K |
| PUREfi Wealth, LLC | 0.17% | New | 1,986 | $217K |
| Vertex Planning Partners, LLC | 0.05% | New | 1,986 | $217K |
| Coordinated Financial Services, Inc. | 0.15% | — | 1,972 | $215K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,972 | $215K |
| Brookwood Investment Group LLC | 0.03% | New | 1,962 | $214K |
| Capital Analysts, LLC | 0.01% | Reduce -17.4% | 1,964 | $214K |
| Clarendon Private LLC | 0.20% | New | 1,931 | $211K |
| Veracity Capital LLC | 0.07% | New | 1,926 | $210K |
| Aurora Private Wealth, Inc. | 0.16% | New | 1,920 | $210K |
| Mitchell Sinkler & Starr | 0.10% | New | 1,920 | $210K |
| Nottingham Advisors, Inc. | 0.03% | New | 1,894 | $207K |
| HM Payson & Co. | 0.00% | No change | 1,865 | $204K |
| Stewardship Advisors, LLC | 0.05% | New | 1,846 | $202K |
| Edge Financial Advisors LLC | 0.11% | Reduce -18.9% | 1,853 | $200K |
| Paladin Advisory Group, LLC | 0.15% | Add +1.4% | 1,828 | $200K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -20.7% | 1,801 | $197K |
| Roxbury Financial LLC | 0.19% | Reduce -1.4% | 1,800 | $197K |
| Murphy & Mullick Capital Management Corp | 0.15% | No change | 1,680 | $191K |
| FWL Investment Management, LLC | 0.06% | Reduce -25.2% | 1,700 | $186K |
| Crews Bank & Trust | 0.03% | No change | 1,656 | $181K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 1,600 | $175K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | New | 1,600 | $175K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -15.3% | 1,578 | $172K |
| Whipplewood Advisors, LLC | 0.09% | Add +155.4% | 1,558 | $170K |
| BNP Paribas Financial Markets | 0.00% | New | 1,543 | $168K |
| CENTRAL TRUST Co | 0.00% | Add +62.9% | 1,489 | $163K |
| Blue Trust, Inc. | 0.00% | Add +8050.0% | 1,467 | $160K |
| Nova Wealth Management, Inc. | 0.12% | Add +42.5% | 1,452 | $159K |
| Trust Co. of Vermont | 0.01% | Add +3.6% | 1,450 | $158K |
| Asset Dedication, LLC | 0.01% | Add +56.8% | 1,419 | $155K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,412 | $154K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +9.0% | 1,307 | $143K |
| Private Wealth Management Group, LLC | 0.05% | No change | 1,287 | $141K |
| Whittier Trust Co. | 0.00% | No change | 1,181 | $129K |
| Brooklyn Investment Group | 0.02% | Add +1610.1% | 1,180 | $129K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 1,136 | $124K |
| Archer Investment Corp | 0.03% | No change | 978 | $107K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.6% | 910 | $99K |
| Simplex Trading, LLC | 0.00% | New | 908 | $99K |
| Eukles Asset Management | 0.04% | No change | 884 | $97K |
| Concord Wealth Partners | 0.01% | Add +24.5% | 844 | $92K |
| Trust Co | 0.01% | No change | 800 | $87K |
| Phillips Financial Management, LLC | 0.01% | No change | 792 | $86K |
| Newton One Investments LLC | 0.03% | New | 749 | $82K |
| Sterling Capital Management LLC | 0.00% | New | 749 | $82K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -26.3% | 700 | $76K |
| Financial Perspectives, Inc | 0.02% | No change | 687 | $75K |
| Howe & Rusling Inc. | 0.01% | Add +550.0% | 676 | $74K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +0.1% | 675 | $74K |
| Sunbelt Securities, Inc. | 0.01% | Add +1530.2% | 701 | $72K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 658 | $72K |
| WealthShield Partners, LLC | 0.01% | No change | 653 | $71K |
| SouthState Bank Corp | 0.00% | No change | 652 | $71K |
| ORG Partners LLC | 0.02% | Reduce -46.3% | 644 | $70K |
| Key Financial Inc | 0.01% | No change | 640 | $70K |
| JNBA Financial Advisors | 0.01% | No change | 635 | $69K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.2% | 632 | $69K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.7% | 590 | $64K |
| Adirondack Trust Co. | 0.02% | No change | 574 | $63K |
| Independence Bank of Kentucky | 0.01% | Reduce -21.5% | 547 | $60K |
| Tompkins Financial Corp. | 0.01% | No change | 542 | $59K |
| Semmax Financial Advisors Inc. | 0.01% | New | 490 | $56K |
| Arax Advisory Partners | 0.00% | No change | 512 | $56K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 506 | $55K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 500 | $55K |
| City State Bank | 0.02% | No change | 500 | $55K |
| Salem Investment Counselors Inc. | 0.00% | No change | 500 | $55K |
| Investment Counsel Co. of Nevada | 0.11% | Add +0.2% | 499 | $54K |
| Coastline Trust Co | 0.01% | No change | 475 | $52K |
| Spire Wealth Management | 0.00% | Reduce -77.2% | 475 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 473 | $51K |
| Copia Wealth Management | 0.04% | Reduce -11.7% | 468 | $51K |
| Mid-American Wealth Advisory Group, Inc. | 0.02% | New | 442 | $48K |
| Asset Management One Co., Ltd. | 0.00% | New | 428 | $47K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 410 | $45K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 405 | $44K |
| GeoWealth Management, LLC | 0.00% | Add +2586.7% | 403 | $44K |
| Angeles Wealth Management, LLC | 0.00% | New | 389 | $42K |
| Proathlete Wealth Management LLC | 0.01% | No change | 380 | $41K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 372 | $41K |
| Ascentis Wealth Management, LLC | 0.01% | Add +1671.4% | 372 | $40K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 300 | $33K |
| Westside Investment Management, Inc. | 0.01% | No change | 295 | $32K |
| NFSG Corp | 0.00% | Reduce -25.6% | 276 | $30K |
| Advantage Trust Co | 0.01% | New | 268 | $29K |
| EPG Wealth Management LLC | 0.01% | No change | 259 | $28K |
| Rothschild Investment LLC | 0.00% | Reduce -21.6% | 257 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 256 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 244 | $27K |
| First Pacific Financial | 0.00% | No change | 241 | $26K |
| Raffa Wealth Management, LLC | 0.00% | New | 200 | $22K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -17.4% | 162 | $18K |
| Pineridge Advisors LLC | 0.01% | No change | 159 | $17K |
| Rossby Financial, LCC | 0.01% | New | 158 | $17K |
| Tidemark, LLC | 0.00% | No change | 140 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 126 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 128 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 121 | $13K |
| Bfsg, LLC | 0.00% | No change | 118 | $13K |
| Abound Wealth Management | 0.00% | Add +43.8% | 115 | $13K |
| Headlands Technologies LLC | 0.00% | New | 115 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 112 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 104 | $11K |
| Fairman Group, LLC | 0.01% | No change | 96 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 90 | $10K |
| Bellwether Advisors, LLC | 0.00% | No change | 88 | $10K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 70 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 70 | $8K |
| Insight Inv LLC | 0.01% | No change | 68 | $7K |
| Matrix Private Capital Group LLC | 0.00% | New | 61 | $7K |
| CNB Bank | 0.00% | Reduce -24.7% | 61 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 60 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 55 | $6K |
| CGC Financial Services, LLC | 0.00% | No change | 55 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 52 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -21.2% | 52 | $6K |
| Evolution Wealth Management Inc. | 0.01% | — | 50 | $5K |
| Olistico Wealth, LLC | 0.00% | New | 44 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 44 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 41 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 25 | $3K |
| Midwest Capital Advisors, LLC | 0.00% | New | 24 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 22 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 20 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +18.8% | 19 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $2K |
| Harbor Asset Planning, Inc. | 0.00% | — | 14 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -57.1% | 9 | $983 |
| Centennial Bank | 0.00% | No change | 7 | $764 |
| Beacon Capital Management, LLC | 0.00% | No change | 6 | $656 |
| Dunhill Financial, LLC | 0.00% | New | 5 | $546 |
| First Command Advisory Services, Inc. | 0.00% | New | 2 | $218 |
"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.