Vanguard Russell 1000 GrowthVONGETF

13F holders, Q1 2026 (March 31)
866holders +9
80new positions
68sold out
6famous investors
$110.31avg. 13F price*

At the end of Q1 2026, 866 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 9 from Q4 2025. 80 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($8.3B), UBS Group AG ($3.2B) and LPL Financial LLC ($1.8B). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions80$89.4M
Exits68$70.4M

All 13F filers, Q4 2025 → Q1 2026: 76,370,031 shares bought and 9,935,327 shares sold, net +66,434,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 866 holders

Bank of America Corp. 0.61% Add +48.5% 76,119,779 $8.3B
UBS Group AG 0.56% Add +671.3% 28,823,535 $3.2B
LPL Financial LLC 0.49% Add +105.3% 16,782,350 $1.8B
Morgan Stanley 0.06% Add +12.5% 9,736,578 $1.1B
Cetera Investment Advisers 1.11% Reduce -7.0% 9,492,332 $1.0B
Tiaa-Cref Individual & Institutional Services, LLC 2.39% — 5,659,298 $620.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +411.6% 5,184,899 $568.7M
Envestnet Asset Management Inc. 0.15% Add +48.1% 5,066,913 $555.8M
Wells Fargo & Company 0.09% Add +0.3% 4,240,387 $465.1M
Ameriprise Financial Inc. 0.10% Reduce -0.0% 3,975,193 $435.8M
Citigroup Inc. 0.25% Add +2.9% 3,592,959 $394.1M
Sequoia Financial Advisors, LLC 2.14% Reduce -1.8% 3,481,927 $381.9M
Raymond James Financial Inc. 0.11% Add +0.2% 3,114,782 $341.7M
Equitable Holdings, Inc. 2.12% Reduce -44.0% 1,556,697 $328.9M
Creative Planning 0.16% Add +1668.2% 2,150,175 $235.9M
SageView Advisory Group, LLC 8.27% Add +1.8% 2,063,070 $226.3M
Commonwealth Equity Services, LLC 0.31% Add +1.5% 2,014,742 $221.0M
Jones Financial Companies LLLP 0.11% Add +34.6% 2,077,244 $220.6M
Truist Financial Corp. 0.29% Add +0.7% 1,954,543 $214.4M
HighTower Advisors, LLC 0.22% Add +2.5% 1,870,728 $205.2M
Janney Montgomery Scott LLC 0.49% Add +13.9% 1,803,853 $197.9M
Jabodon PT Co. 20.84% Add +12.0% 1,634,211 $179.3M
Osaic Holdings, Inc. 0.22% Reduce -1.8% 1,382,090 $151.6M
Goldman Sachs Group Inc. 0.02% Add +125.8% 1,308,614 $143.5M
Royal Bank of Canada 0.03% Add +17.7% 1,288,656 $141.4M
Pathstone Holdings, LLC 0.55% Add +8.9% 1,251,581 $137.3M
Fifth Third Bancorp 0.25% Add +111.7% 1,247,760 $136.9M
Prudential Financial Inc. 0.15% Reduce -3.5% 1,131,214 $124.1M
Quent Capital, LLC 8.52% Add +4.0% 1,095,021 $120.1M
Beacon Pointe Advisors, LLC 0.62% Add +24.3% 1,073,317 $117.7M
Cerity Partners LLC 0.15% Add +19.5% 991,753 $108.8M
JPMorgan Chase & Co. 0.01% Add +50.9% 1,007,536 $106.5M
PNC Financial Services Group, Inc. 0.06% Add +4.5% 960,375 $105.3M
Corient Private Wealth LP 0.14% Reduce -10.3% 907,508 $99.4M
Aaron Wealth Advisors LLC 5.47% Add +19.6% 863,072 $94.7M
Apollon Wealth Management, LLC 1.51% Reduce -3.7% 846,825 $92.9M
Silvercrest Asset Management Group LLC 0.61% Reduce -18.9% 775,133 $85.0M
Cresset Asset Management, LLC 0.34% Add +66.2% 720,571 $79.0M
Rockefeller Capital Management L.P. 0.14% Add +96.4% 716,080 $78.5M
Global Strategic Investment Solutions, LLC 7.50% Add +9.7% 695,315 $76.3M
LPWM LLC 18.28% Add +0.1% 660,553 $72.5M
WestHill Financial Advisors, Inc. 13.73% Add +4.7% 654,798 $71.8M
93 Financial Group, LLC 29.31% Add +1.3% 599,199 $65.7M
SCS Capital Management LLC 0.68% Reduce -6.4% 581,773 $63.8M
Wealthquest Corp 4.30% Reduce -5.1% 552,802 $60.6M
Waldron Private Wealth LLC 2.34% Add +1.5% 546,367 $59.9M
Baltimore-Washington Financial Advisors, Inc. 2.55% Add +5.2% 537,037 $58.9M
Valley Wealth Managers, Inc. 3.76% Add +11.4% 531,649 $58.3M
Captrust Financial Advisors 0.10% Add +1.9% 588,709 $58.0M
Hapanowicz & Associates Financial Services, Inc 23.03% Add +1.7% 527,960 $57.9M
Nadler Financial Group, Inc. 5.51% Reduce -1.6% 521,411 $57.2M
Modera Wealth Management, LLC 0.66% Add +1.4% 499,341 $54.8M
Mariner, LLC 0.06% Add +10.0% 464,754 $51.0M
Assetmark, Inc. 0.10% Add +0.3% 457,066 $50.1M
Alliance Wealth Advisors, LLC 10.81% Add +71.3% 454,592 $49.9M
Stephens Inc. 0.61% Add +21.0% 441,472 $48.4M
Snowden Capital Advisors LLC 1.29% Add +2.5% 440,360 $48.3M
One Capital Management, LLC 1.25% Add +144.0% 416,362 $45.7M
Apella Capital, LLC 0.65% Add +29.9% 355,648 $43.6M
Clearstead Advisors, LLC 0.39% Reduce -28.7% 391,535 $42.9M
Tiaa Trust, National Association 2.57% Reduce -91.9% 386,161 $42.4M
Citizens & Northern Corp. 10.52% Add +4.6% 384,641 $42.2M
Bank of New York Mellon Corp 0.01% Add +3.0% 375,591 $41.2M
CIBC Bancorp USA Inc. 0.05% — 366,453 $40.1M
Parkside Financial Bank & Trust 3.03% Add +6.1% 359,732 $39.5M
Commerce Bank 0.19% Add +0.0% 359,470 $39.4M
Natixis Advisors, LLC 0.05% Add +297.2% 355,836 $39.0M
Pacific Life Fund Advisors LLC 4.35% Add +7.0% 345,222 $37.9M
Tolleson Wealth Management, Inc. 5.44% Add +47.8% 340,015 $37.3M
Wealthspire Retirement, LLC 2.23% Add +3.0% 339,365 $37.2M
Lido Advisors, LLC 0.14% Reduce -7.5% 330,905 $36.3M
NewEdge Advisors, LLC 0.13% Reduce -6.8% 330,187 $36.2M
LVW Advisors, LLC 3.42% Reduce -22.5% 319,679 $35.1M
Steele Capital Management, Inc. 1.39% Add +1.5% 306,128 $33.6M
Windward Private Wealth Management Inc. 11.39% Add +2.6% 300,323 $32.9M
Cynosure Group, LLC 4.00% Add +7637.3% 262,913 $32.0M
Atlantic Union Bankshares Corp 0.61% Add +13.4% 291,387 $32.0M
TD Private Client Wealth LLC 0.66% Add +20.6% 290,288 $31.8M
First National Bank of Omaha 0.95% Add +8.1% 290,126 $30.7M
D.A. Davidson & Co. 0.19% Reduce -0.8% 279,252 $30.6M
MML Investors Services, LLC 0.08% Reduce -20.5% 275,151 $30.2M
Nicolet Bankshares Inc. 1.07% New 265,499 $29.1M
Creative Financial Designs Inc. 1.76% Reduce -9.0% 263,711 $28.9M
Private Advisor Group, LLC 0.13% Add +4.0% 252,935 $27.7M
Summit Financial Strategies, Inc. 2.15% Add +227.2% 248,740 $27.3M
Highland Financial Advisors, LLC 7.15% Add +8.3% 246,834 $27.1M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -33.1% 240,818 $26.7M
Haverford Trust Co 0.24% Add +43.8% 236,938 $26.0M
Exchange Traded Concepts, LLC 0.20% Add +5.4% 235,754 $25.9M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -3.4% 221,330 $24.3M
M&T Bank Corp 0.08% Add +61.7% 219,474 $24.1M
&partners 0.12% Add +6.4% 218,649 $24.0M
Condor Capital Management 1.99% Reduce -0.7% 216,794 $23.8M
Ieq Capital, LLC 0.11% Reduce -0.9% 210,556 $23.1M
Cambridge Associates LLC /Ma/ 0.36% No change 208,274 $22.8M
Arrowroot Family Office, LLC 7.49% Add +6.8% 206,674 $22.7M
Bernardo Wealth Planning LLC 4.40% Add +1.4% 204,728 $22.5M
Wealth Dimensions Group, Ltd. 4.41% Add +2.2% 204,331 $22.4M
Perkins Coie Trust Co 4.27% Add +1.9% 202,524 $22.2M
Advisors Capital Management, LLC 0.26% Add +23.1% 197,948 $21.7M
Elite Financial, Inc. 9.56% Reduce -1.4% 194,373 $21.3M
Glenmede Trust Co. NA 0.10% Reduce -15.2% 189,170 $20.8M
Kestra Private Wealth Services, LLC 0.25% Add +6.4% 184,848 $20.3M
Stifel Financial Corp. 0.02% Add +2.9% 182,935 $20.1M
HBK Sorce Advisory LLC 0.40% Reduce -6.9% 155,213 $19.7M
Evergreen Wealth Partners LLC 14.32% Add +0.7% 170,887 $18.7M
HB Wealth Management, LLC 0.12% Add +0.9% 170,845 $18.7M
Mesirow Financial Investment Management, Inc. 0.30% Add +68.8% 168,410 $18.5M
Procyon Advisors, LLC 0.88% Add +35.6% 163,154 $17.9M
Keybank National Association 0.07% Add +0.8% 162,334 $17.8M
Baird Financial Group, Inc. 0.03% Add +1.9% 159,489 $17.5M
Fifth Third Securities, Inc. 1.13% Add +53.4% 159,274 $17.5M
Focus Partners Wealth 0.02% Add +538.2% 157,300 $17.3M
Advisors Preferred, LLC 2.49% Add +33.2% 153,990 $16.9M
Two Sigma Investments, LP 0.01% Reduce -74.1% 153,900 $16.9M
Thrivent Financial for Lutherans 0.03% Add +39.7% 150,664 $16.5M
Yarger Wealth Strategies, LLC 6.59% Reduce -15.3% 148,173 $16.3M
Lebenthal Global Advisors, LLC 2.33% Add +0.6% 146,265 $16.0M
Kestra Advisory Services, LLC 0.06% Add +15.6% 145,726 $16.0M
Strategic Financial Partners, Ltd. 6.80% Add +9.9% 143,583 $15.7M
Joel Isaacson & Co., LLC 0.51% Add +3.5% 140,294 $15.4M
Brand Asset Management Group, Inc. 3.92% Add +8.6% 137,582 $15.1M
Integrated Investment Consultants, LLC 3.08% Add +8.5% 132,198 $14.5M
Fort Washington Investment Advisors Inc. 0.08% Add +0.9% 131,345 $14.4M
Quantinno Capital Management LP 0.02% Reduce -1.2% 129,083 $14.2M
Connable Office Inc. 1.39% Add +0.1% 129,028 $14.2M
Vance Wealth, LLC 4.00% Add +8.8% 126,290 $13.9M
71 West Capital Partners 0.60% Add +2.9% 124,767 $13.7M
Merit Financial Group, LLC 0.10% Reduce -23.2% 122,491 $13.4M
FourThought Financial Partners, LLC 1.12% Reduce -10.3% 118,045 $12.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.61% Reduce -23.9% 114,740 $12.6M
AQR Capital Management 0.01% Add +7.5% 113,001 $12.4M
O'shaughnessy Asset Management, LLC 0.06% Add +19.4% 112,650 $12.4M
Mutual Advisors, LLC 0.26% Add +6.4% 109,925 $12.1M
Aptus Capital Advisors, LLC 0.10% Add +2.9% 107,153 $11.8M
Spartan Wealth Advisory Services LLC 1.02% — 106,236 $11.7M
FMR LLC 0.00% Add +9.2% 105,626 $11.6M
Livet Wealth, LLC 7.32% Add +0.7% 104,970 $11.5M
Mission Wealth Management, LP 0.24% Reduce -2.4% 103,650 $11.4M
Royal Fund Management, LLC 1.09% Add +11.2% 93,497 $11.3M
Brandywine Asset Management, Inc. 8.94% Add +6.4% 101,346 $11.3M
Bare Financial Services, Inc 2.92% Add +9.7% 100,745 $11.1M
Apollon Financial, LLC 1.45% Add +0.1% 95,655 $10.5M
Smartleaf Asset Management LLC 0.37% Reduce -1.0% 96,303 $10.2M
Cary Street Partners Financial LLC 0.24% Reduce -1.9% 89,176 $9.8M
Klingenstein Fields & Co. LP 0.39% Add +13.8% 89,163 $9.8M
Savvy Advisors, Inc. 0.26% Add +4239.2% 88,260 $9.7M
Park Avenue Securities LLC 0.07% Add +34.1% 85,543 $9.4M
Voya Investment Management LLC 0.01% Add +230.8% 85,096 $9.3M
Winthrop Advisory Group LLC 0.76% Add +37.3% 84,858 $9.3M
Sanctuary Advisors, LLC 0.05% Reduce -8.4% 84,739 $9.3M
Gross & Hartman Investments LLC 4.82% Add +17.8% 84,484 $9.3M
Pinnacle Financial Partners, Inc. 0.07% Reduce -0.6% 82,117 $9.0M
Base Wealth Management LLC 4.97% Reduce -9.8% 80,976 $8.9M
American Financial & Tax Strategies Inc. 4.28% Reduce -0.0% 80,362 $8.8M
Renaissance Technologies 0.01% New 79,700 $8.7M
Darrow Company, Inc. 3.92% Add +0.8% 79,346 $8.7M
Great Valley Advisor Group, Inc. 0.16% Reduce -9.6% 79,111 $8.7M
Investors Research Corp 1.65% Add +11.6% 78,895 $8.7M
Hurley Capital, LLC 4.55% Reduce -7.3% 77,243 $8.5M
Cascade Wealth Advisors, Inc 3.67% Add +10.2% 65,644 $8.3M
BTG Pactual Asset Management US LLC 0.82% New 75,145 $8.2M
Safe Harbor Family Capital, LLC 6.41% Add +16.5% 74,735 $8.2M
BlackRock, Inc. 0.00% Add +1.9% 72,331 $7.9M
SWAN Capital LLC 2.78% Reduce -8.2% 68,990 $7.6M
Relyea Zuckerberg Hanson LLC 0.76% Add +53.2% 68,575 $7.5M
Empire Life Investments Inc. 0.45% Add +42.0% 67,070 $7.4M
Integrated Wealth Concepts LLC 0.06% Add +458.4% 67,595 $7.4M
Virtue Capital Management, LLC 1.11% Reduce -11.0% 69,033 $7.3M
AMG National Trust Bank 0.15% Add +23.7% 64,245 $7.0M
Nicholson Meyer Capital Management, Inc. 5.39% Add +4.7% 64,065 $7.0M
Advisory Resource Group 1.21% Add +7.7% 64,018 $7.0M
Rodgers & Associates, LTD 0.70% Reduce -0.1% 62,902 $6.9M
Wedbush Securities Inc. 0.20% Reduce -2.6% 62,704 $6.9M
Zhang Financial LLC 0.23% Add +28.6% 61,213 $6.7M
IFP Advisors, Inc 0.14% Add +3.3% 60,897 $6.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.2% 60,046 $6.6M
MAI Capital Management 0.04% Add +1.9% 59,614 $6.5M
Perigon Wealth Management, LLC 0.12% Add +333.8% 59,374 $6.5M
Fifth Third Wealth Advisors LLC 0.22% Reduce -4.3% 58,995 $6.5M
ERn Financial, LLC 1.21% Reduce -0.7% 58,878 $6.5M
Legacy Edge Advisors, LLC 0.66% Add +0.4% 57,507 $6.3M
Mercer Global Advisors Inc. 0.01% Add +73.5% 57,368 $6.3M
Kingsview Wealth Management, LLC 0.09% Reduce -1.1% 57,202 $6.3M
Principal Financial Group Inc. 0.00% Reduce -26.7% 57,186 $6.3M
Oppenheimer & Co. Inc. 0.08% Add +124.4% 56,329 $6.2M
GEM Asset Management, LLC 2.70% Add +10.4% 55,746 $6.1M
Curtis Advisory Group, LLC 1.32% Add +5.6% 55,637 $6.1M
Fidelis Capital Partners, LLC 0.43% Reduce -3.3% 55,169 $6.1M
Aurelius Family Office LLC 2.62% Add +3.4% 54,877 $6.0M
Johnson Investment Counsel Inc. 0.05% Add +14.9% 54,665 $6.0M
Sowell Financial Services LLC 0.22% Add +4.9% 54,510 $6.0M
Facet Wealth, Inc. 0.10% Add +17.9% 54,278 $6.0M
World Investment Advisors 0.10% Reduce -35.9% 54,060 $5.9M
Bank of Montreal 0.00% Reduce -78.5% 53,376 $5.9M
Golden Road Advisors LLC 3.35% Add +0.7% 52,959 $5.8M
Guardian Wealth Advisors, LLC / NC 0.37% Add +3.2% 52,584 $5.8M
Cozad Asset Management Inc. 0.44% Add +3.5% 50,927 $5.6M
Americana Partners, LLC 0.14% Add +39.0% 50,703 $5.6M
Moneta Group Investment Advisors LLC 0.04% Add +10.1% 50,054 $5.5M
Farther Finance Advisors, LLC 0.05% Add +5.9% 48,267 $5.3M
Philip James Wealth Mangement, LLC 0.65% Reduce -28.6% 48,580 $5.3M
Crumly & Associates Inc. 1.12% Reduce -7.3% 48,458 $5.3M
CKW Financial Group 0.57% Add +6.1% 47,314 $5.2M
Frederick Financial Consultants, LLC 2.60% Reduce -0.8% 47,627 $5.2M
Blue Capital, Inc. 3.40% Reduce -2.1% 47,518 $5.2M
RFG Advisory, LLC 0.09% Reduce -1.7% 46,252 $5.1M
Stegner Investment Associates Inc. 2.74% Add +0.0% 45,641 $5.0M
Savant Capital, LLC 0.02% Add +2.1% 45,391 $5.0M
Brown Advisory Inc. 0.01% Reduce -1.5% 45,177 $5.0M
Continuum Advisory, LLC 0.48% Add +1.6% 45,168 $5.0M
Grey Fox Wealth Advisors, LLC 0.95% Add +99.6% 45,046 $4.9M
Accretive Wealth Partners, LLC 1.31% Add +0.8% 42,359 $4.6M
Certified Advisory Corp 0.42% Reduce -2.7% 42,192 $4.6M
TD Waterhouse Canada Inc. 0.01% Add +13106.4% 41,468 $4.6M
Auour Investments LLC 1.41% Add +2.7% 40,740 $4.5M
Sapient Capital LLC 0.07% No change 40,739 $4.5M
Signaturefd, LLC 0.07% Reduce -0.6% 40,683 $4.5M
PFG Advisors 0.21% Reduce -3.0% 39,969 $4.4M
Adapt Wealth Advisors, LLC 1.58% Add +0.1% 39,836 $4.4M
Legacy Financial Advisors, Inc. 0.60% Reduce -6.5% 39,079 $4.3M
Thompson Siegel & Walmsley LLC 0.08% Reduce -12.8% 38,781 $4.3M
TAGStone Capital, Inc. 1.49% Add +1.3% 38,501 $4.2M
Belpointe Asset Management LLC 0.15% Reduce -48.4% 38,142 $4.2M
Sage Mountain Advisors LLC 0.29% Add +0.0% 38,103 $4.2M
COFG Advisors, LLC 1.02% Add +26.4% 37,652 $4.1M
Callan Family Office, LLC 0.09% Reduce -0.0% 37,435 $4.1M
Portfolio Strategies, Inc. 0.51% Reduce -2.1% 37,067 $4.1M
Indivisible Partners 0.36% Add +17.3% 36,800 $4.0M
Steward Partners Investment Advisory, LLC 0.02% Add +268.0% 36,520 $4.0M
GTS Securities LLC 0.14% New 36,288 $4.0M
XML Financial, LLC 0.32% New 36,234 $4.0M
OpenArc Corporate Advisory, LLC 0.06% Reduce -11.0% 36,222 $4.0M
TCV Trust & Wealth Management, Inc. 0.33% Reduce -0.6% 36,198 $4.0M
One Day In July LLC 0.32% Add +3.0% 36,174 $4.0M
First National Trust Co 0.13% Reduce -18.7% 35,703 $3.9M
Roffman Miller Associates Inc. 0.22% Reduce -1.1% 35,527 $3.9M
Baker Avenue Asset Management, LP 0.09% Reduce -7.5% 35,396 $3.9M
Maridea Wealth Management LLC 0.56% Reduce -2.4% 34,940 $3.8M
Linscomb Wealth, Inc. 0.17% Reduce -9.7% 34,779 $3.8M
Tennessee Valley Asset Management Partners 0.50% Add +9.9% 34,756 $3.8M
Michels Family Financial, LLC 2.69% Add +6.6% 34,059 $3.7M
Ballentine Partners, LLC 0.05% Add +6.7% 33,835 $3.7M
Diversified Portfolios, Inc. 0.30% Reduce -0.1% 33,813 $3.7M
Mezzasalma Advisors, LLC 0.94% Reduce -2.3% 40,650 $3.7M
Wealthcare Advisory Partners LLC 0.07% Add +24.1% 32,934 $3.6M
Verus Capital Partners, LLC 0.25% Add +26.4% 32,929 $3.6M
Brown Brothers Harriman & Co. 0.02% Reduce -5.6% 32,465 $3.6M
Prosperity Consulting Group, LLC 0.16% Reduce -13.3% 32,128 $3.5M
WFA of San Diego, LLC 2.81% Reduce -4.8% 31,882 $3.5M
Money Concepts Capital Corp. 0.19% Add +11.3% 31,759 $3.5M
Focus Financial Network, Inc. 0.12% Reduce -2.0% 31,451 $3.4M
Headlands Technologies LLC 0.39% New 31,361 $3.4M
Andina Capital Management, LLC 3.06% Reduce -29.2% 31,133 $3.4M
Westshore Wealth, LLC 1.20% Add +12.3% 31,016 $3.4M
DAVENPORT & Co LLC 0.02% Add +6.3% 30,811 $3.4M
Alliancebernstein L.P. 0.00% Reduce -90.4% 27,701 $3.4M
Spectrum Investment Advisors, Inc. 1.66% Add +6.8% 30,508 $3.3M
Mgo One Seven LLC 0.07% Add +916.1% 30,382 $3.3M
Prospera Financial Services Inc 0.05% Reduce -5.5% 30,082 $3.3M
Chicago Partners Investment Group LLC 0.07% Reduce -0.7% 26,100 $3.2M
Cwm, LLC 0.01% Add +5.7% 29,204 $3.2M
Diversified Enterprises, LLC 0.17% Reduce -64.8% 28,257 $3.1M
REDW Wealth LLC 1.21% Add +43.9% 27,662 $3.0M
Kingswood Wealth Advisors, LLC 0.14% Reduce -1.5% 26,609 $2.9M
Mill Creek Capital Advisors, LLC 0.06% No change 26,313 $2.9M
Western Wealth Management, LLC 0.11% Add +0.4% 26,265 $2.9M
Inspire Advisors, LLC 0.23% Reduce -0.3% 26,205 $2.9M
Operose Advisors LLC 0.67% Reduce -0.1% 26,157 $2.9M
Schneider Downs Wealth Management Advisors, LP 0.32% No change 26,116 $2.9M
Silver Oak Securities, Incorporated 0.21% Reduce -32.1% 26,017 $2.9M
Shelton Capital Management 0.06% New 25,545 $2.8M
Ethos Financial Group, LLC 0.20% Reduce -24.5% 25,056 $2.8M
M3 Advisory Group, LLC 1.69% No change 25,054 $2.7M
Sunpointe, LLC 0.90% Add +2.1% 24,961 $2.7M
Princeton Global Asset Management LLC 0.44% Add +91.5% 24,685 $2.7M
Diversify Wealth Management, LLC 0.05% New 22,001 $2.7M
Zacks Investment Management 0.02% Add +17.3% 24,170 $2.7M
EP Wealth Advisors, LLC 0.01% Add +122.3% 23,525 $2.6M
Shikiar Asset Management Inc. 0.82% No change 23,500 $2.6M
Valley National Advisers Inc. 0.33% Add +2.3% 23,388 $2.6M
Embree Financial Group 0.30% Add +27.1% 23,276 $2.6M
Steph & Co. 0.71% Add +1.0% 22,832 $2.5M
Elevation Point Wealth Partners, LLC 0.06% New 22,488 $2.5M
Arax Advisory Partners 0.07% Reduce -85.8% 22,277 $2.4M
Vestmark Advisory Solutions, Inc. 0.03% New 22,231 $2.4M
Summit Financial, LLC 0.03% Add +45.2% 22,071 $2.4M
Valtrion Capital Management, LLC 2.25% Reduce -15.6% 21,795 $2.4M
Northern Trust Corp. 0.00% Reduce -1.0% 21,455 $2.4M
Principal Securities, Inc. 0.03% Add +167.2% 21,402 $2.3M
Glass Jacobson Investment Advisors llc 0.81% Add +3.3% 21,382 $2.3M
Wedmont Private Capital 0.08% Reduce -15.9% 20,431 $2.3M
Sound Financial Strategies Group, LLC 1.58% Reduce -9.3% 21,078 $2.3M
Main Street Financial Solutions, LLC 0.17% Reduce -2.7% 21,042 $2.3M
Avior Wealth Management, LLC 0.06% Add +0.2% 20,755 $2.3M
Wealthspire Advisors, LLC 0.02% Add +8.4% 20,743 $2.3M
Retirement Planning Group, LLC 0.07% Add +28.9% 20,655 $2.3M
Prime Capital Investment Advisors, LLC 0.03% Reduce -6.3% 20,507 $2.2M
Blackston Financial Advisory Group, LLC 1.41% Reduce -1.4% 20,450 $2.2M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.3% 20,235 $2.2M
Castlekeep Investment Advisors LLC 1.20% Add +10.7% 20,178 $2.2M
Badgley Phelps Wealth Managers, LLC 0.04% Reduce -20.7% 19,949 $2.2M
Choreo, LLC 0.03% Add +29.6% 19,189 $2.1M
Accurate Wealth Management, LLC 0.25% Add +72.8% 18,230 $2.1M
Simon Quick Advisors, LLC 0.09% No change 18,885 $2.1M
Fiduciary Trust Co 0.02% Reduce -7.4% 18,478 $2.0M
Axis Wealth Partners, LLC 1.08% Add +4.7% 18,464 $2.0M
GAMCO Investors 0.02% Reduce -2.2% 18,301 $2.0M
Carnegie Investment Counsel 0.04% Reduce -1.8% 18,151 $2.0M
CVFG LLC 0.24% New 17,755 $1.9M
Clarion Wealth Managment Partners, LLC 1.74% Reduce -1.5% 17,502 $1.9M
Tucker Asset Management LLC 0.57% Add +15379.6% 17,492 $1.9M
Advisory Services Network, LLC 0.03% Add +7.8% 17,477 $1.9M
Transcend Capital Advisors, LLC 0.15% Add +20.1% 17,423 $1.9M
Fort Sheridan Advisors LLC 0.23% Reduce -6.0% 17,199 $1.9M
HSBC Holdings PLC 0.00% Reduce -54.5% 17,092 $1.9M
Harbour Investments, Inc. 0.03% Add +3.5% 16,958 $1.9M
Fulton Bank, N.A. 0.06% Add +2.8% 16,595 $1.8M
First Horizon Corp. 0.08% Add +17.5% 16,578 $1.8M
Next Level Private LLC 0.41% Reduce -0.7% 16,392 $1.8M
Garde Capital, Inc. 0.11% No change 16,176 $1.8M
Thoroughbred Financial Services, LLC 0.10% Add +12.7% 16,033 $1.8M
ETF Portfolio Partners, Inc. 0.46% Reduce -3.9% 15,798 $1.7M
Nemes Rush Group LLC 0.16% No change 15,723 $1.7M
Summit Trail Advisors, LLC 0.02% Reduce -77.5% 15,652 $1.7M
Westview Management dba Westview Investment Advisors 0.89% Reduce -16.2% 15,609 $1.7M
Elevation Capital Advisory, LLC 0.72% Add +6.3% 15,480 $1.7M
Allegiance Financial Group Advisory Services LLC 0.34% Reduce -16.2% 15,423 $1.7M
Webster Bank, N. A. 0.16% Reduce -1.3% 15,325 $1.7M
Victory Financial Group, LLC 0.21% Add +10.9% 15,290 $1.7M
Financial Alternatives, Inc 0.88% Reduce -4.4% 14,887 $1.6M
Atlanta Consulting Group Advisors, LLC 0.35% Add +20.3% 14,746 $1.6M
Coldstream Capital Management Inc. 0.02% Add +0.7% 14,551 $1.6M
Duncan Williams Asset Management, LLC 0.44% Reduce -1.1% 14,510 $1.6M
Vanguard Advisers Inc. 0.01% — 14,502 $1.6M
Valpey Financial Services, LLC 1.00% Reduce -1.6% 14,041 $1.5M
Aquire Wealth Advisors, LLC 0.40% No change 13,965 $1.5M
Atria Investments, Inc 0.02% Reduce -51.5% 13,886 $1.5M
Level Four Advisory Services, LLC 0.05% Add +25.0% 13,872 $1.5M
Private Trust Co. NA 0.14% Add +157.0% 13,832 $1.5M
Pacific Capital Wealth Advisors, Inc. 0.25% No change 13,610 $1.5M
Spirepoint Private Client, LLC 0.14% Add +3.6% 13,549 $1.5M
LBJ Family Wealth Advisors, Ltd. 0.87% Add +2.2% 14,044 $1.5M
3Chopt Investment Partners, LLC 0.34% No change 13,460 $1.5M
Institute for Wealth Management, LLC. 0.16% Reduce -0.8% 13,317 $1.5M
Curi Capital, LLC 0.03% Add +1.6% 13,310 $1.5M
MidAtlantic Capital Management, Inc. 1.00% Add +1.5% 13,226 $1.5M
Sonata Capital Group Inc. 0.53% Add +2.3% 13,157 $1.4M
Solutions 4 Wealth, Ltd 2.15% Add +59.4% 13,033 $1.4M
Fortis Capital Advisors, LLC 0.19% Add +0.5% 13,004 $1.4M
Moors & Cabot, Inc. 0.06% Add +3.5% 12,992 $1.4M
Sigma Planning Corp 0.04% Add +11.2% 12,947 $1.4M
Certuity, LLC 0.09% Reduce -2.2% 12,941 $1.4M
Ausdal Financial Partners, Inc. 0.06% Add +20.8% 12,827 $1.4M
Gotham Asset Management 0.00% No change 12,786 $1.4M
Blair William & Co. 0.00% Add +0.8% 12,705 $1.4M
Concurrent Investment Advisors, LLC 0.01% Reduce -41.6% 12,488 $1.4M
Bessemer Group Inc. 0.00% Add +42.2% 12,375 $1.4M
TIAA Wealth Investment Management LLC 0.01% — 12,794 $1.4M
AdvisorNet Financial, Inc 0.07% Reduce -15.3% 12,351 $1.4M
Independent Advisor Alliance 0.01% Add +104.7% 12,318 $1.4M
Fund Evaluation Group, LLC 0.04% Reduce -16.1% 12,224 $1.3M
Beacon Financial Planning, Inc. 0.52% Add +59.8% 12,178 $1.3M
Diversified Trust Co. 0.02% Add +6.6% 12,033 $1.3M
FSM Wealth Advisors, LLC 0.17% Reduce -1.7% 12,025 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -39.9% 11,992 $1.3M
Balentine LLC 0.05% Reduce -32.0% 11,972 $1.3M
Richmond Investment Services, LLC 0.21% Add +156.8% 11,803 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -12.0% 11,642 $1.3M
Trilogy Capital Inc. 0.06% Add +18.3% 11,602 $1.3M
Baker Boyer National Bank 0.37% No change 11,249 $1.2M
Waterloo Capital, L.P. 0.09% Reduce -26.9% 11,214 $1.2M
Elevation Wealth Partners, LLC 0.44% Reduce -0.1% 11,189 $1.2M
Sovran Advisors, LLC 0.10% Add +57.1% 9,933 $1.2M
Compass Ion Advisors, LLC 0.12% Add +2.4% 11,109 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -2.1% 10,974 $1.2M
Magnolia Capital Advisors LLC 0.24% Add +265.9% 10,916 $1.2M
RFG - Bristol Wealth Advisors, LLC 0.32% Reduce -50.1% 10,808 $1.2M
Asset One Wealth Management LLC 0.13% Reduce -2.0% 9,755 $1.2M
VestGen Advisors, LLC 0.03% Add +27.8% 9,146 $1.2M
Bison Wealth, LLC 0.11% No change 9,064 $1.2M
Rwa Wealth Partners, LLC 0.01% Add +4.9% 10,563 $1.2M
Focus Partners Advisor Solutions, LLC 0.01% Add +88.2% 10,500 $1.2M
Resolute Wealth Strategies, LLC 0.49% Add +17.0% 10,319 $1.1M
Cerro Pacific Wealth Advisors LLC 0.30% New 10,256 $1.1M
Davidson Trust Co. 0.48% Reduce -12.4% 10,131 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +8.8% 10,063 $1.1M
Brio Consultants, LLC 0.13% Add +5.0% 8,782 $1.1M
City Holding Co. 0.13% Reduce -1.5% 9,757 $1.1M
Elevation Advisory Partners LLC 1.00% — 8,759 $1.1M
Uptick Partners, LLC 0.21% New 9,733 $1.1M
CreativeOne Wealth, LLC 0.02% Reduce -20.7% 9,669 $1.1M
IFS Group,LLC 0.94% — 9,656 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% No change 9,624 $1.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -1.3% 9,976 $1.1M
Signal Tree Financial Partners LLC 0.78% Reduce -18.6% 9,451 $1.0M
First Manhattan Co. Llc. 0.00% Add +46.0% 9,424 $1.0M
Goelzer Investment Management, Inc. 0.05% Reduce -2.1% 9,422 $1.0M
MTM Investment Management, LLC 0.33% Add +0.0% 9,406 $1.0M
Flagship Harbor Advisors, LLC 0.04% Reduce -7.3% 9,311 $1.0M
J.W. Cole Advisors, Inc. 0.03% Reduce -35.5% 9,241 $1.0M
Rehmann Capital Advisory Group 0.05% Add +0.5% 9,237 $1.0M
Xcelsior Advisor Partners LLC 0.38% Reduce -0.1% 9,126 $1.0M
Becker Capital Management Inc. 0.03% Reduce -8.9% 9,105 $999K
ForthRight Wealth Management, LLC 0.28% Add +6.5% 9,088 $997K
American Money Management, LLC 0.16% Reduce -2.7% 8,994 $987K
Parallel Advisors, LLC 0.02% Add +20.6% 8,932 $980K
National Philanthropic Trust 0.01% Reduce -39.5% 8,800 $965K
Junk Investment Group, LLC 0.50% — 8,695 $954K
American National Bank & Trust 0.09% Reduce -0.1% 8,587 $942K
Rainier Family Wealth Inc. 0.63% Add +26.8% 8,579 $941K
Total Clarity Wealth Management, Inc. 0.22% Add +31.5% 8,544 $937K
Beaumont Financial Advisors, LLC 0.06% No change 8,488 $931K
Bokf, NA 0.01% Add +2.5% 8,408 $922K
Capital Investment Advisors, LLC 0.01% Add +0.0% 8,387 $920K
Key Client Fiduciary Advisors, LLC 0.31% Add +0.1% 8,304 $911K
Capstone Wealth Management, Inc. 0.77% Reduce -0.5% 8,199 $909K
Geneos Wealth Management Inc. 0.02% Add +177.6% 8,190 $898K
Chevy Chase Trust Holdings, LLC 0.00% Add +3.5% 8,128 $892K
Freedom Investment Management, Inc. 0.26% Reduce -3.0% 8,110 $890K
Hazlett, Burt & Watson, Inc. 0.28% Add +0.0% 8,048 $882K
Capital Planning LLC 0.29% Reduce -2.0% 8,012 $879K
Koshinski Asset Management, Inc. 0.05% Add +26.3% 7,946 $872K
McAdam, LLC 0.04% Reduce -10.1% 7,825 $858K
Nations Financial Group Inc, /Ia/ 0.04% Add +0.1% 7,776 $853K
Vicus Capital 0.06% Add +14.2% 7,716 $846K
Lee, Kelleher & Klein Wealth Management 0.50% Reduce -1.8% 7,687 $843K
Flynn Zito Capital Management, LLC 0.27% No change 7,672 $842K
Berman McAleer LLC 0.11% Add +3.4% 7,661 $840K
Calydon Capital 0.14% No change 7,633 $837K
Calamos Wealth Management LLC 0.03% Reduce -16.7% 7,598 $833K
Calamos Advisors LLC 0.00% New 7,598 $833K
Sovereign Financial Group, Inc. 0.14% Add +2.3% 7,593 $833K
Keystone Financial Group 0.06% Reduce -0.6% 7,565 $830K
Santori & Peters, Inc. 0.26% Add +0.7% 7,550 $828K
Bluesphere Advisors LLC 0.29% No change 7,550 $828K
Braun-Bostich & Associates Inc. 0.51% No change 7,477 $820K
Ponta Wealth Partners, LLC 0.66% No change 7,456 $818K
Arista Wealth Management, LLC 0.10% Add +17.1% 7,455 $818K
NewEdge Wealth, LLC 0.01% Add +180.2% 7,348 $806K
Verum Partners LLC 0.15% Reduce -8.2% 7,277 $798K
Cordatus Wealth Management LLC 0.19% Reduce -3.3% 7,239 $794K
Forum Finance Group S.A. 0.42% — 8,826 $783K
Gryphon Financial Partners LLC 0.08% New 7,115 $780K
Truepoint, Inc. 0.02% Add +2.3% 7,023 $770K
Gateway Wealth Partners, LLC 0.03% New 6,980 $766K
Fragasso Financial Advisors Inc 0.05% New 6,862 $762K
Sentinel Trust Co. Lba 0.07% No change 6,885 $755K
CoreCap Advisors, LLC 0.03% Reduce -81.2% 6,841 $750K
Petra Financial Advisors Inc. 0.46% Reduce -1.3% 6,830 $749K
PGIM Custom Harvest LLC 0.01% Add +44.1% 6,811 $747K
Cedar Wealth Management, LLC 0.21% Add +9.5% 6,690 $734K
IHT Wealth Management, LLC 0.02% Reduce -13.6% 6,665 $731K
Vontobel Holding Ltd. 0.00% No change 6,659 $731K
Betterment LLC 0.00% Add +8.6% 6,655 $730K
Bogart Wealth, LLC 0.03% Add +1.6% 6,623 $727K
SteelPeak Wealth, LLC 0.02% Reduce -0.7% 6,597 $724K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -61.2% 6,559 $719K
Summit Wealth Group LLC / Co. 0.08% New 6,556 $719K
Financial Engines Advisors L.L.C. 0.00% Add +4.8% 6,520 $715K
Lanark Financial, Inc. 0.05% Reduce -14.7% 6,511 $714K
Clare Market Investments LLC 0.15% — 6,360 $698K
Eq LLC 0.20% No change 6,351 $697K
AE Wealth Management LLC 0.00% Add +33.8% 6,303 $691K
Global Wealth Management Investment Advisory, Inc. 0.11% Reduce -2.8% 6,275 $688K
Cherrydale Wealth Management, LLC 0.21% Add +1.4% 6,257 $686K
Financial Guidance Group, Inc. 0.28% No change 6,250 $686K
Visionary Wealth Advisors 0.03% No change 6,206 $681K
Robinhood Asset Management, LLC 0.05% Reduce -39.0% 6,126 $672K
Matrix Asset Advisors Inc. 0.06% New 6,100 $669K
Cura Wealth Advisors, LLC 0.30% Add +2.7% 6,055 $664K
GeoWealth Management, LLC 0.02% Reduce -7.7% 6,038 $662K
Brookstone Capital Management 0.01% Reduce -73.5% 6,012 $659K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +30.7% 5,917 $649K
World Equity Group, Inc. 0.17% Reduce -21.9% 5,902 $647K
Midwest Trust Co 0.01% No change 5,896 $647K
Paladin Advisory Group, LLC 0.49% Add +11.4% 5,891 $646K
Invesco Ltd. 0.00% Reduce -7.5% 5,774 $633K
Millennium Management 0.00% New 5,743 $630K
Arsenal Capital Advisors LLC 0.45% Reduce -2.5% 5,676 $623K
US Bancorp \de 0.00% Reduce -90.8% 5,645 $619K
United Capital Financial Advisors, LLC 0.00% Add +0.4% 5,643 $619K
Cornerstone Wealth Management, LLC 0.03% No change 5,557 $609K
Allspring Global Investments Holdings, LLC 0.00% Reduce -30.2% 5,458 $604K
Green Ridge Wealth Planning LLC 0.32% Reduce -10.4% 5,485 $602K
Trust Point Inc. 0.05% Add +12.8% 5,482 $601K
Franklin Resources Inc. 0.00% Add +53.8% 5,448 $598K
Ritholtz Wealth Management 0.01% Reduce -0.3% 5,406 $593K
Pinnacle Associates Ltd. 0.01% Reduce -0.1% 5,386 $591K
Waverly Advisors, LLC 0.00% Add +59.2% 5,383 $590K
Stone House Investment Management, LLC 0.11% Reduce -1.6% 5,363 $588K
Victory Capital Management Inc. 0.00% Reduce -51.1% 5,343 $586K
Brandywine Oak Private Wealth LLC 0.05% No change 5,340 $586K
Centaurus Financial, Inc. 0.03% Reduce -10.3% 5,296 $581K
Flaharty Asset Management, LLC 0.07% Reduce -33.2% 5,235 $574K
Foundations Investment Advisors, LLC 0.01% Add +2.7% 5,148 $565K
FF Advisors,LLC 0.23% New 4,631 $564K
Quadrant Private Wealth Management, LLC 0.09% New 5,054 $554K
First Financial Bankshares Inc 0.01% No change 5,053 $554K
Black Diamond Financial, LLC 0.06% No change 5,000 $548K
Lewis Asset Management, LLC 0.22% Reduce -1.3% 4,989 $547K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.1% 4,955 $544K
JMG Financial Group, Ltd. 0.01% Add +31.1% 4,836 $530K
Ignite Planners, LLC 0.08% Reduce -2.0% 4,286 $527K
Vise Technologies, Inc. 0.01% No change 4,281 $521K
SIMA Wealth Partners, LLC 0.40% No change 4,734 $519K
Precedent Wealth Partners, LLC 0.10% Reduce -9.2% 4,696 $515K
Fairway Wealth LLC 0.14% Add +0.1% 4,689 $514K
Liberty Wealth Management LLC 0.06% Reduce -6.4% 4,680 $513K
BOK Financial Private Wealth, Inc. 0.03% No change 4,660 $511K
Wharton Business Group, LLC 0.02% No change 4,660 $511K
Titleist Asset Management, LLC 0.04% Add +1.1% 4,659 $511K
Venture Visionary Partners LLC 0.02% Reduce -1.8% 4,636 $509K
Level Financial Advisors 0.13% Add +121.7% 4,574 $502K
Fortitude Advisory Group L.L.C. 0.22% Add +0.1% 4,545 $499K
Dorsey & Whitney Trust CO LLC 0.03% No change 4,531 $497K
Ellenbecker Investment Group 0.07% Add +13.8% 4,514 $495K
Fermata Advisors, LLC 0.11% Add +0.1% 4,480 $491K
Fisher Asset Management 0.00% Reduce -47.3% 4,479 $491K
New England Private Wealth Advisors LLC 0.06% Add +0.1% 4,417 $485K
ARK & TLK Investments, LLC 0.13% No change 4,384 $481K
BlueStem Wealth Partners, LLC 0.05% Reduce -3.8% 4,378 $480K
Elite Life Management LLC 0.60% Add +3.5% 3,742 $476K
Rothschild Wealth LLC 0.04% Add +7.5% 4,325 $474K
Hirtle & Co., LLC 0.02% No change 4,321 $474K
Emerald Advisors, LLC 0.06% Reduce -0.1% 4,310 $473K
Gladstone Institutional Advisory LLC 0.02% Add +48.2% 4,293 $471K
United Community Bank 0.16% No change 4,277 $469K
Laurel Oak Wealth Management, LLC 0.08% Reduce -7.7% 4,231 $464K
Opus Capital Group, LLC 0.05% Add +0.0% 4,225 $463K
CRA Financial Services, LLC 0.06% No change 4,215 $462K
Kohmann Bosshard Financial Services, LLC 0.04% No change 4,209 $462K
Moneco Advisors, LLC 0.04% New 4,132 $453K
JHP Wealth Management, LLC 0.43% Add +0.1% 4,127 $453K
Vanguard National Trust Co 0.03% — 4,118 $452K
Private Wealth Asset Management, LLC 0.05% No change 4,048 $444K
Sagespring Wealth Partners, LLC 0.01% Add +96.2% 4,034 $442K
Sax Wealth Advisors, LLC 0.02% No change 3,627 $442K
Kraft, Davis & Associates, LLC 0.09% Reduce -63.2% 3,583 $440K
Allworth Financial LP 0.00% Add +0.4% 4,009 $440K
Berkshire Asset Management LLC 0.02% Add +6.9% 3,969 $435K
JPL Wealth Management, LLC 0.10% No change 3,863 $424K
Root Financial Partners, LLC 0.02% Reduce -4.7% 3,861 $424K
1832 Asset Management L.P. 0.00% Reduce -30.4% 3,850 $422K
Integrity Alliance, Llc. 0.02% Add +1.7% 3,825 $420K
Legacy Wealth Asset Management, LLC 0.10% No change 3,819 $419K
MOR Wealth Management, LLC 0.19% Reduce -23.9% 3,813 $418K
New Republic Capital, LLC 0.14% No change 3,800 $417K
Investment Partners, LTD. 0.15% New 3,784 $415K
Regent Peak Wealth Advisors LLC 0.08% No change 3,773 $414K
Composition Wealth, LLC 0.01% Reduce -8.3% 3,757 $412K
Integrated Advisors Network LLC 0.02% Reduce -9.5% 3,731 $409K
Essex Financial Services, Inc. 0.02% Reduce -6.1% 3,714 $407K
Aprio Wealth Management, LLC 0.02% New 3,713 $407K
HighPoint Advisor Group LLC 0.02% Add +25.7% 3,711 $407K
Kintra Wealth, LLC 0.03% New 3,711 $407K
Proficio Capital Partners LLC 0.02% No change 3,705 $406K
Bond & Devick Financial Network, Inc. 0.11% No change 3,656 $401K
Grant Street Asset Management, Inc. 0.08% Add +66.4% 3,652 $401K
Rathbones Group PLC 0.00% No change 3,650 $400K
Inman Jager Wealth Management, LLC 0.23% No change 3,644 $400K
Per Stirling Capital Management, LLC. 0.04% Add +0.5% 3,629 $398K
Steelhead Wealth Management LLC 0.20% — 3,626 $397K
Whittier Trust Co. 0.00% No change 3,559 $395K
Gilliland Jeter Wealth Management LLC 0.12% Add +0.1% 3,601 $395K
OneDigital Investment Advisors LLC 0.00% Reduce -2.1% 3,549 $389K
Exencial Wealth Advisors, LLC 0.01% Add +0.7% 3,547 $389K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -23.4% 3,544 $389K
Tme Financial, Inc. 0.27% Reduce -1.1% 3,522 $386K
Arvest Bank Trust Division 0.02% New 3,521 $386K
Visionary Horizons, LLC 0.19% New 3,503 $384K
My Personal CFO, LLC 0.17% Reduce -4.4% 3,501 $384K
EverSource Wealth Advisors, LLC 0.01% Add +25.8% 3,458 $379K
D'Orazio & Associates, Inc. 0.05% Add +10.4% 3,457 $379K
Sepio Capital, LP 0.02% Reduce -2.2% 3,439 $377K
Scotia Capital Inc. 0.00% Reduce -27.9% 3,421 $375K
CCG Wealth Management, LLC 0.10% New 3,416 $375K
CWA Asset Management Group, LLC 0.01% Add +10.6% 3,414 $374K
United Capital Management of KS, Inc. 0.06% No change 3,410 $374K
Park Capital Management, LLC / WI 0.36% No change 3,400 $373K
Henrickson Nauta Wealth Advisors, Inc. 0.10% New 3,373 $370K
Founders Financial Securities LLC 0.02% Reduce -60.2% 3,222 $369K
Wilmington Savings Fund Society, FSB 0.01% Add +1.0% 3,365 $369K
DGS Capital Management, LLC 0.06% Reduce -5.4% 3,362 $369K
Blue Trust, Inc. 0.00% Add +126.0% 3,347 $367K
HFG Advisors, Inc. 0.25% No change 3,298 $362K
First American Bank 0.02% New 3,288 $361K
Ancora Advisors LLC 0.01% Reduce -27.1% 3,275 $359K
Foundation Wealth Management, LLC 0.24% No change 3,250 $356K
Coordinated Financial Services, Inc. 0.21% Add +44.8% 3,244 $356K
TrueWealth Financial Partners 0.14% New 3,237 $355K
Stock Yards Bank & Trust Co. 0.01% No change 3,235 $355K
Colter Lewis Investment Partners LLC 0.33% No change 3,196 $351K
Tranquility Partners, LLC 0.13% No change 3,180 $349K
Park Edge Advisors, LLC 0.08% Add +1.1% 3,133 $344K
SC&H Financial Advisors, Inc. 0.05% No change 3,127 $343K
Avidian Wealth Enterprises, LLC 0.01% New 3,123 $343K
White Lighthouse Investment Management Inc. 0.05% No change 3,115 $342K
Alteri Wealth LLC 0.11% Reduce -0.2% 3,111 $341K
Northbridge Financial Group, LLC 0.14% New 2,892 $337K
Flputnam Investment Management Co. 0.01% Reduce -13.3% 3,069 $337K
Second Line Capital, LLC 0.06% New 2,738 $336K
Leo Wealth, LLC 0.02% Reduce -2.6% 3,062 $336K
Vanguard Personalized Indexing Management, LLC 0.00% Add +27.4% 3,060 $336K
MWA Asset Management 0.18% Add +0.4% 3,055 $335K
Blake Schutter Theil Wealth Advisors, LLC 0.27% Add +1.7% 2,981 $327K
Merkkuri Wealth Advisors LLC 0.21% Add +0.1% 2,953 $324K
Nelson Capital Management, LLC 0.04% No change 2,951 $324K
Smart Portfolios, LLC 0.31% No change 2,861 $314K
Eagle Wealth Strategies LLC 0.14% New 2,856 $313K
HUB Investment Partners, LLC 0.01% No change 2,853 $313K
Impact Capital Partners LLC 0.09% Reduce -32.7% 2,844 $312K
Citizens Financial Group Inc. 0.00% Add +3.7% 2,826 $310K
Csenge Advisory Group 0.01% Reduce -23.8% 2,819 $309K
Old North State Wealth Management, LLC 0.14% Add +0.0% 2,815 $309K
Rialto Wealth Management, LLC 0.07% No change 2,814 $309K
Russell Investments Group, Ltd. 0.00% Add +41.8% 2,811 $308K
Capital Analysts, LLC 0.01% Add +26.9% 2,776 $304K
McCartney Wealth Management LLC 0.26% Add +0.1% 2,768 $304K
First City Capital Management, Inc. 0.16% No change 2,744 $301K
Avant Capital LLC 0.21% Reduce -8.8% 2,732 $300K
Everett Harris & Co. 0.00% No change 2,725 $299K
Cullinan Associates Inc. 0.02% Add +6.9% 2,717 $298K
Modern Wealth Management, LLC 0.01% Reduce -17.9% 2,676 $296K
AlphaCore Capital LLC 0.01% Reduce -49.8% 2,694 $296K
Hamilton Capital Partners, LLC 0.09% New 2,682 $294K
NorthRock Partners, LLC 0.00% Reduce -1.5% 2,671 $293K
UNIVEST FINANCIAL Corp 0.02% New 2,660 $292K
Hilltop Holdings Inc. 0.03% Reduce -88.8% 2,657 $291K
Mitchell Sinkler & Starr 0.13% No change 2,655 $291K
MSH Capital Advisors LLC 0.06% Reduce -70.0% 2,625 $288K
Wealthfront Advisers LLC 0.00% Add +3.6% 2,587 $284K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 2,585 $284K
Cape Investment Advisory, Inc. 0.09% Reduce -1.4% 2,585 $284K
Forza Wealth Management, LLC 0.10% New 2,584 $283K
Fairvoy Private Wealth, LLC 0.07% Reduce -4.0% 2,582 $283K
Quotient Wealth Partners, LLC 0.01% Add +5.7% 2,582 $283K
Trexquant Investment LP 0.00% Reduce -14.9% 2,577 $283K
Mycio Wealth Partners, LLC 0.06% No change 2,576 $283K
Advyzon Investment Management, LLC 0.03% New 2,565 $281K
Capital Investment Advisory Services, LLC 0.02% Reduce -9.3% 2,559 $281K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,407 $276K
Krilogy Financial LLC 0.01% No change 2,277 $275K
SeaCrest Wealth Management, LLC 0.03% Reduce -22.6% 2,491 $273K
Lockerman Financial Group, Inc. 0.49% Add +1.2% 2,487 $273K
Flagship Wealth Advisors, LLC 0.12% Reduce -90.4% 2,495 $272K
SkyOak Wealth, LLC 0.05% Add +2.6% 2,483 $272K
SVB Wealth LLC 0.02% No change 2,483 $272K
Evanson Asset Management, LLC 0.01% No change 2,462 $270K
Newport Capital Group, LLC 0.16% Reduce -1.9% 2,456 $269K
Brooklyn Investment Group 0.01% New 2,451 $269K
James Reed Financial Services, Inc. 0.23% No change 2,450 $269K
Perennial Investment Advisors, LLC 0.02% New 2,449 $269K
Traction Financial Partners, LLC 0.17% Reduce -6.0% 2,444 $268K
Woodard & Co. Asset Management Group Inc. 0.04% Add +13.3% 2,419 $265K
Plan Group Financial, LLC 0.06% Reduce -0.8% 2,416 $265K
Altfest L J & Co. Inc. 0.03% New 2,415 $265K
Client 1ST Advisory Group, LLC 0.08% No change 2,409 $264K
Absolute Capital Management, LLC 0.09% New 2,389 $262K
Motive Wealth Advisors 0.12% No change 2,368 $260K
GM Advisory Group, LLC 0.01% No change 2,365 $259K
Valued Retirements, Inc. 0.25% No change 2,356 $258K
Brady Martz Wealth Solutions, LLC 0.04% New 2,347 $257K
Heritage Wealth Management, Inc. 0.13% No change 2,340 $257K
MidFirst Bank 0.02% Add +77.6% 2,334 $256K
Sicart Associates LLC 0.07% No change 2,313 $254K
Bawa N Mallick Trust 0.10% No change 2,300 $252K
Gentry Private Wealth, LLC 0.15% No change 2,293 $252K
GoalVest Advisory LLC 0.05% No change 2,293 $252K
Convergence Financial, LLC 0.03% New 2,264 $248K
AssuredPartners Investment Advisors, LLC 0.03% New 2,235 $248K
Freestone Capital Holdings, LLC 0.01% Add +0.0% 2,237 $245K
Ellevest, Inc. 0.03% No change 2,234 $245K
Amplius Wealth Advisors, LLC 0.02% Reduce -0.3% 2,229 $244K
Evelyn Partners Asset Management Ltd 0.06% No change 2,226 $244K
Horizon Investments, LLC 0.00% Add +44220.0% 2,216 $243K
Vertex Planning Partners, LLC 0.05% Reduce -4.5% 2,207 $242K
Horst & Graben Wealth Management LLC 0.03% Reduce -7.7% 1,939 $240K
North Star Investment Management Corp. 0.01% Add +0.1% 2,180 $239K
CWC Advisors, LLC. 0.11% New 2,109 $231K
Jacobs & Co. 0.02% No change 2,100 $230K
Directional Asset Management 0.21% Add +22.4% 2,091 $229K
Keb Asset Management, LLC 0.04% No change 2,081 $228K
QRG Capital Management, Inc. 0.00% New 2,058 $226K
Aurora Private Wealth, Inc. 0.16% Reduce -50.9% 1,851 $225K
Balefire, LLC 0.04% Reduce -71.2% 2,031 $223K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,801 $222K
NTV Asset Management LLC 0.02% No change 2,024 $222K
Tannin Capital LLC 0.16% Add +1.8% 2,014 $221K
Aspiriant, LLC 0.01% Reduce -0.1% 2,000 $219K
Kanawha Capital Management LLC 0.02% New 1,998 $219K
Philadelphia Trust Co. 0.02% No change 2,000 $219K
Signature Equity Partners, LLC 0.12% Reduce -18.1% 1,994 $219K
PUREfi Wealth, LLC 0.14% No change 1,986 $218K
Evercore Wealth Management, LLC 0.00% Reduce -5.5% 1,986 $218K
Financial Planning Hawaii, Inc. 0.13% Reduce -5.4% 1,979 $217K
Crews Bank & Trust 0.03% Add +18.9% 1,969 $216K
Brighton Jones LLC 0.00% New 1,967 $216K
Inspirion Wealth Advisors, LLC 0.03% No change 1,962 $215K
Snider Financial Group 0.06% Add +18.6% 1,948 $214K
Unique Wealth, LLC 0.03% No change 1,940 $213K
Clarendon Private LLC 0.16% Add +0.1% 1,938 $213K
Acorn Financial Advisory Services Inc. 0.03% Reduce -2.8% 1,936 $212K
Capital Planning Advisors, LLC 0.03% Reduce -12.0% 1,935 $212K
Eastern Bank 0.00% Reduce -4.6% 1,915 $210K
Deutsche Bank AG 0.00% Reduce -87.1% 1,915 $210K
Carrera Capital Advisors 0.03% Reduce -35.7% 1,903 $209K
Financial Freedom, LLC 0.10% Add +0.2% 1,895 $208K
Nottingham Advisors, Inc. 0.03% No change 1,894 $208K
Patron Partners, LLC 0.09% Add +0.1% 1,890 $207K
Dynamic Advisor Solutions LLC 0.01% Reduce -8.4% 1,871 $205K
Tidemark, LLC 0.05% Add +1235.0% 1,869 $205K
Occidental Asset Management, LLC 0.02% Reduce -7.7% 1,865 $205K
HM Payson & Co. 0.00% No change 1,865 $205K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% New 1,827 $200K
Clearwave Capital, LLC 0.14% New 1,824 $200K
Roxbury Financial LLC 0.18% Add +0.1% 1,806 $198K
Synergy Investment Management, LLC 0.06% New 1,754 $192K
DHJJ Financial Advisors, Ltd. 0.06% New 1,749 $192K
Orion Capital Management LLC 0.06% New 1,696 $186K
Murphy & Mullick Capital Management Corp 0.14% No change 1,680 $184K
Founders Financial Alliance, LLC 0.03% New 1,672 $183K
Caitlin John, LLC 0.11% Add +1.5% 1,653 $181K
Signature Resources Capital Management, LLC 0.08% No change 1,600 $176K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 1,600 $176K
Wellington Grp LLC 0.05% Reduce -1.5% 1,580 $173K
Gen-Wealth Partners Inc 0.05% No change 1,578 $173K
Cassaday & Co Wealth Management LLC 0.00% New 1,380 $151K
Entrust Financial LLC 0.10% Add +0.1% 1,316 $144K
Rossby Financial, LCC 0.03% Add +522.0% 1,300 $144K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 1,302 $143K
Pinnacle Bancorp, Inc. 0.04% Reduce -7.9% 1,300 $143K
Armstrong Advisory Group, Inc. 0.01% No change 1,300 $143K
Creative Capital Management Investments LLC 0.04% Add +5800.0% 1,298 $142K
Avion Wealth 0.03% No change 1,271 $139K
CENTRAL TRUST Co 0.00% Reduce -11.2% 1,225 $134K
FWL Investment Management, LLC 0.03% Reduce -25.0% 1,200 $132K
Private Wealth Management Group, LLC 0.03% No change 1,197 $131K
Napier Financial, LLC 0.03% New 1,190 $131K
Owl Creek Wealth Partners LLC 0.05% — 1,177 $129K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,054 $116K
International Assets Investment Management, LLC 0.01% Add +108.8% 1,042 $115K
Asset Management One Co., Ltd. 0.00% Add +93.2% 1,016 $111K
McGuire Capital Advisors Inc. 0.07% Reduce -0.1% 1,013 $111K
Archer Investment Corp 0.02% No change 978 $107K
Evolution Wealth Management Inc. 0.08% Add +11.0% 976 $107K
Asset Dedication, LLC 0.01% No change 970 $106K
Trust Co 0.01% No change 844 $93K
Mather Group, Llc. 0.00% New 817 $90K
Phillips Financial Management, LLC 0.01% No change 792 $87K
Key Financial Inc 0.02% Add +23.6% 791 $87K
McIlrath & Eck, LLC 0.01% Add +37.4% 771 $85K
Hager Investment Management Services, LLC 0.04% Reduce -26.1% 736 $81K
Keating Financial Advisory Services, Inc. 0.01% No change 728 $80K
Sfam, LLC 0.07% Reduce -4.5% 726 $80K
Adirondack Trust Co. 0.03% No change 714 $78K
Smallwood Wealth Investment Management, LLC 0.04% New 689 $76K
Financial Perspectives, Inc 0.02% No change 687 $75K
Strategic Investment Solutions, Inc. 0.02% Add +0.1% 678 $74K
HHM Wealth Advisors, LLC 0.01% Add +819.2% 671 $74K
Godfrey Financial Associates, Inc. 0.06% No change 666 $73K
Larson Financial Group LLC 0.00% Add +3.9% 661 $73K
WealthShield Partners, LLC 0.01% No change 653 $72K
Ascentis Independent Advisors 0.01% New 649 $71K
NFSG Corp 0.01% Add +0.2% 636 $70K
JNBA Financial Advisors 0.01% No change 635 $70K
Newton One Investments LLC 0.02% Reduce -0.2% 630 $69K
JFS Wealth Advisors, LLC 0.00% No change 590 $65K
National Bank of Canada 0.00% Add +581.0% 572 $63K
Disciplina Capital Management LLC 0.01% No change 560 $61K
Tompkins Financial Corp. 0.00% No change 542 $59K
Salem Investment Counselors Inc. 0.00% New 511 $56K
GGM Financial LLC 0.03% Reduce -7.0% 503 $55K
Cary Street Partners Investment Advisory LLC 0.01% New 502 $55K
Investment Counsel Co. of Nevada 0.12% Add +0.2% 501 $55K
Indiana Trust & Investment Management Co 0.02% No change 500 $55K
City State Bank 0.01% No change 500 $55K
Independence Bank of Kentucky 0.01% Reduce -4.0% 477 $52K
Coastline Trust Co 0.01% No change 475 $52K
Spire Wealth Management 0.00% No change 475 $52K
Measured Wealth Private Client Group, LLC 0.01% Add +187.5% 460 $50K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 455 $50K
Golden State Wealth Management, LLC 0.01% No change 436 $48K
Vermillion Wealth Management, Inc. 0.02% Reduce -35.0% 412 $45K
Proathlete Wealth Management LLC 0.01% No change 380 $42K
Ballast Advisors LLC 0.01% New 379 $42K
Cranbrook Wealth Management, LLC 0.01% No change 375 $41K
Greykasell Wealth Strategies, Inc. 0.02% No change 372 $41K
Peachtree Investment Partners, LLC 0.02% No change 363 $40K
West Paces Advisors Inc. 0.01% No change 345 $38K
CDKV Holdings LLC 0.03% No change 328 $36K
New England Capital Financial Advisors LLC 0.01% No change 300 $33K
FAS Wealth Partners, Inc. 0.00% No change 283 $31K
SHP Wealth Management 0.00% New 281 $31K
Harbor Investment Advisory, LLC 0.00% Add +334.4% 278 $30K
EPG Wealth Management LLC 0.01% No change 259 $28K
Rothschild Investment LLC 0.00% No change 257 $28K
Westside Investment Management, Inc. 0.00% No change 245 $27K
Farmers & Merchants Investments Inc. 0.00% No change 244 $27K
Qube Research & Technologies Ltd 0.00% Reduce -52.1% 243 $27K
Cornerstone Planning Group LLC 0.00% Add +827.3% 204 $25K
Triumph Capital Management 0.00% No change 216 $24K
Investment Research & Advisory Group, Inc. 0.01% No change 205 $22K
Glen Eagle Advisors, LLC 0.00% No change 202 $22K
Nova Wealth Management, Inc. 0.01% Reduce -2.6% 189 $21K
YANKCOM Partnership 0.01% No change 189 $21K
Cullen/Frost Bankers, Inc. 0.00% No change 187 $21K
DecisionPoint Financial, LLC 0.00% Reduce -12.6% 181 $20K
First Pacific Financial 0.00% Reduce -24.8% 179 $20K
Bayban 0.02% No change 173 $19K
Central Pacific Bank - Trust Division 0.00% No change 162 $18K
St Germain D J Co. Inc. 0.00% New 148 $16K
Hilton Head Capital Partners, LLC 0.01% No change 129 $14K
N.E.W. Advisory Services LLC 0.00% No change 128 $14K
Abound Wealth Management 0.00% No change 126 $14K
Consultiva Wealth Management, Corp. 0.04% No change 125 $14K
Grand Wealth Management, LLC 0.01% No change 121 $13K
Eukles Asset Management 0.01% Reduce -86.4% 120 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 112 $12K
Lodestone Wealth Management LLC 0.00% Reduce -15.4% 110 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 108 $12K
Howe & Rusling Inc. 0.00% No change 104 $11K
Gill Capital Partners, LLC 0.00% New 101 $11K
Global Trust Asset Management, LLC 0.00% Reduce -33.3% 100 $11K
Fairman Group, LLC 0.01% Add +1.0% 97 $11K
Center for Financial Planning, Inc. 0.00% New 91 $10K
Transamerica Financial Advisors, LLC 0.00% New 89 $10K
Truvestments Capital LLC 0.00% No change 84 $9K
Bfsg, LLC 0.00% No change 80 $9K
Richards, Merrill & Peterson, Inc. 0.00% Add +5.4% 78 $9K
Mark Sheptoff Financial Planning, LLC 0.00% New 67 $8K
Halbert Hargrove Global Advisors, LLC 0.00% No change 70 $8K
Financial Network Wealth Advisors LLC 0.01% No change 70 $8K
Hantz Financial Services, Inc. 0.00% Reduce -45.5% 67 $7K
Matrix Private Capital Group LLC 0.00% No change 61 $7K
First Command Advisory Services, Inc. 0.00% New 59 $6K
Pension & Wealth Management Advisors, Inc. 0.00% No change 55 $6K
CGC Financial Services, LLC 0.00% No change 55 $6K
Ameriflex Group, Inc. 0.00% No change 52 $6K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -36.4% 49 $5K
Imprint Wealth LLC 0.02% No change 45 $5K
Olistico Wealth, LLC 0.00% No change 44 $5K
Curio Wealth, LLC 0.00% New 44 $5K
Elevated Capital Advisors, LLC 0.00% No change 44 $5K
Sunbelt Securities, Inc. 0.00% No change 43 $5K
GHP Investment Advisors, Inc. 0.00% No change 41 $5K
Clark Wealth Partners 0.00% New 41 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $4K
Brown, Lisle/Cummings, Inc. 0.00% New 40 $4K
CNB Bank 0.00% No change 39 $4K
Corsicana & Co. 0.00% Reduce -31.8% 43 $4K
Duncker Streett & Co. Inc. 0.00% New 34 $4K
Anchor Investment Management, LLC 0.00% New 29 $3K
MPWM Advisory Solutions, LLC 0.00% New 26 $3K
Physician Wealth Advisors, Inc. 0.00% No change 22 $2K
Westfuller Advisors, LLC 0.00% Add +25.0% 20 $2K
Legal & General Group Plc 0.00% No change 19 $2K
Copia Wealth Management 0.00% Reduce -96.6% 16 $2K
Cordgrass Capital Advisors, LLC 0.00% No change 15 $2K
Harbor Asset Planning, Inc. 0.00% No change 14 $2K
Essential Investment Partners LLC 0.00% No change 10 $1K
Sound Income Strategies, LLC 0.00% No change 9 $996
Centennial Bank 0.00% No change 7 $768
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 7 $768
Rakuten Securities, Inc. 0.00% Reduce -66.7% 1 $110
Roble, Belko & Company, Inc 0.00% No change 2 $0

"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.