Vanguard Russell 1000 ValueVONVETF
13F holders, Q4 2025 (December 31)537holders +39
63new positions
36sold out
5famous investors
$92.32avg. 13F price*
At the end of Q4 2025, 537 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 39 from Q3 2025. 63 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($2.3B), LPL Financial LLC ($1.1B) and Morgan Stanley ($510.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Russell 1000 Value
- CUSIP
- 92206C714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $239.3M |
| Exits | 36 | $161.5M |
All 13F filers, Q3 2025 → Q4 2025: 8,580,484 shares bought and 12,295,132 shares sold, net −3,714,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 537 holders
| Bank of America Corp. | 0.17% | Reduce -12.2% | 25,008,474 | $2.3B |
| LPL Financial LLC | 0.29% | Add +8.5% | 11,418,321 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -6.0% | 5,525,018 | $510.0M |
| Tiaa Trust, National Association | 1.05% | Add +4.0% | 4,726,716 | $436.3M |
| SageView Advisory Group, LLC | 9.22% | Add +7.0% | 2,955,832 | $272.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +227.9% | 2,684,203 | $247.8M |
| UBS Group AG | 0.05% | Reduce -3.5% | 2,653,426 | $244.9M |
| Phoenix Financial Ltd. | 2.36% | Reduce -18.6% | 2,362,300 | $218.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.9% | 1,809,157 | $167.0M |
| Janney Montgomery Scott LLC | 0.35% | Add +1.5% | 1,657,907 | $153.0M |
| Raymond James Financial Inc. | 0.04% | Add +7.1% | 1,534,887 | $141.7M |
| OpenArc Corporate Advisory, LLC | 2.25% | — | 1,472,130 | $135.9M |
| Truist Financial Corp. | 0.18% | Reduce -1.0% | 1,461,212 | $134.9M |
| Commonwealth Equity Services, LLC | 0.18% | Add +4.6% | 1,444,888 | $133.4M |
| Wells Fargo & Company | 0.03% | Add +3.2% | 1,402,146 | $129.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,333,304 | $123.1M |
| Pathstone Holdings, LLC | 0.43% | Reduce -1.1% | 1,212,213 | $111.9M |
| Citigroup Inc. | 0.07% | Add +3.0% | 1,076,212 | $99.3M |
| Osaic Holdings, Inc. | 0.13% | Add +18.1% | 981,971 | $90.7M |
| Global Strategic Investment Solutions, LLC | 8.14% | Reduce -0.8% | 902,562 | $83.3M |
| Aaron Wealth Advisors LLC | 4.50% | Add +8.2% | 876,547 | $80.9M |
| Equitable Holdings, Inc. | 0.55% | Add +0.8% | 869,949 | $80.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -22.1% | 840,278 | $77.6M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.6% | 771,849 | $71.2M |
| WestHill Financial Advisors, Inc. | 13.18% | Add +0.7% | 751,666 | $69.4M |
| Adventist Health System/ West | 10.75% | No change | 692,800 | $63.9M |
| Royal Bank of Canada | 0.01% | Add +4.3% | 631,573 | $58.3M |
| Hapanowicz & Associates Financial Services, Inc | 22.07% | Add +0.8% | 610,117 | $56.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 586,421 | $54.1M |
| Cambridge Associates LLC /Ma/ | 0.80% | Reduce -0.7% | 526,321 | $48.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +16.6% | 525,814 | $48.5M |
| HighTower Advisors, LLC | 0.05% | Add +2.1% | 483,238 | $44.6M |
| Exchange Traded Concepts, LLC | 0.34% | Add +11.4% | 442,063 | $40.8M |
| MML Investors Services, LLC | 0.09% | Add +1.6% | 392,550 | $36.2M |
| Parkside Financial Bank & Trust | 2.67% | Add +2.4% | 386,590 | $35.7M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -3.2% | 386,206 | $35.6M |
| Condor Capital Management | 2.83% | Reduce -1.3% | 378,773 | $35.0M |
| Verdence Capital Advisors LLC | 2.07% | Add +49.7% | 378,142 | $34.9M |
| Brio Consultants, LLC | 4.49% | Add +8.4% | 374,469 | $34.6M |
| Silvercrest Asset Management Group LLC | 0.23% | Add +18.1% | 364,915 | $33.7M |
| Comerica Bank | 0.13% | Reduce -1.4% | 353,097 | $32.6M |
| Bernardo Wealth Planning LLC | 5.91% | Add +0.0% | 336,028 | $31.0M |
| Wealth Dimensions Group, Ltd. | 6.07% | Add +3.5% | 331,276 | $30.6M |
| Focus Partners Wealth | 0.03% | Add +3.6% | 327,053 | $30.2M |
| Lido Advisors, LLC | 0.12% | Reduce -5.9% | 323,518 | $29.8M |
| Global Retirement Partners, LLC | 0.52% | Add +4.3% | 319,347 | $29.5M |
| Windward Private Wealth Management Inc. | 9.88% | Add +0.1% | 309,185 | $28.5M |
| Cetera Investment Advisers | 0.03% | Add +7.6% | 307,707 | $28.4M |
| Captrust Financial Advisors | 0.05% | Reduce -20.5% | 307,315 | $28.4M |
| Private Advisor Group, LLC | 0.13% | Add +17.2% | 295,487 | $27.3M |
| Commerce Bank | 0.15% | Reduce -1.4% | 289,407 | $26.7M |
| Callan Family Office, LLC | 0.57% | New | 288,473 | $26.6M |
| Jones Financial Companies LLLP | 0.02% | Add +112.5% | 287,861 | $26.6M |
| M&T Bank Corp | 0.08% | Add +1.5% | 273,490 | $25.2M |
| Wellington Management Group LLP | 0.00% | Reduce -94.9% | 267,580 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Add +4438.2% | 266,436 | $24.6M |
| Clearstead Advisors, LLC | 0.29% | Reduce -0.0% | 251,249 | $23.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.5% | 234,372 | $22.3M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +29.0% | 231,276 | $21.3M |
| Cresset Asset Management, LLC | 0.09% | Add +2534.9% | 223,518 | $20.6M |
| Financial Synergies Wealth Advisors, Inc. | 1.97% | Reduce -0.8% | 221,259 | $20.4M |
| FSM Wealth Advisors, LLC | 2.76% | Add +1.1% | 218,692 | $20.2M |
| New York Life Investment Management LLC | 0.17% | Add +105.7% | 218,347 | $20.2M |
| Waldron Private Wealth LLC | 0.75% | Reduce -1.4% | 204,555 | $18.9M |
| BNP Paribas Financial Markets | 0.01% | New | 200,000 | $18.5M |
| Mariner, LLC | 0.02% | Add +2.4% | 193,698 | $17.9M |
| Balentine LLC | 0.66% | Reduce -9.5% | 189,189 | $17.5M |
| Thrivent Financial for Lutherans | 0.03% | Add +459.2% | 170,907 | $15.8M |
| Arrowroot Family Office, LLC | 5.57% | Add +11.6% | 165,971 | $15.3M |
| DAVENPORT & Co LLC | 0.08% | Add +328.5% | 152,174 | $14.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +13241.0% | 142,348 | $13.1M |
| FourThought Financial Partners, LLC | 1.11% | Reduce -2.7% | 142,262 | $13.1M |
| Allworth Financial LP | 0.05% | Reduce -8.2% | 138,820 | $12.8M |
| Fifth Third Securities, Inc. | 0.81% | Reduce -4.8% | 134,067 | $12.4M |
| Quantinno Capital Management LP | 0.02% | Add +9.3% | 130,230 | $12.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.2% | 128,559 | $11.9M |
| Centric Wealth Management | 2.42% | Add +46.7% | 117,560 | $11.4M |
| First National Bank of Omaha | 0.33% | New | 120,685 | $11.2M |
| 71 West Capital Partners | 0.51% | — | 121,253 | $11.2M |
| MJP Associates Inc. | 1.34% | New | 116,318 | $10.7M |
| Advisor OS, LLC | 0.86% | New | 116,318 | $10.7M |
| Highland Capital Management, LLC | 0.53% | Add +0.1% | 115,860 | $10.7M |
| Brand Asset Management Group, Inc. | 2.95% | Add +2.1% | 114,313 | $10.6M |
| Highline Wealth Partners LLC | 2.82% | Add +8.5% | 108,771 | $10.0M |
| Geneos Wealth Management Inc. | 0.23% | Add +2.9% | 103,370 | $9.5M |
| Brandywine Asset Management, Inc. | 6.63% | — | 96,490 | $9.4M |
| Diversified Enterprises, LLC | 0.54% | Add +12.6% | 98,415 | $9.1M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 97,857 | $9.0M |
| TD Private Client Wealth LLC | 0.18% | Add +141.1% | 92,907 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +48.8% | 91,429 | $8.4M |
| NewEdge Advisors, LLC | 0.03% | Add +16.4% | 91,211 | $8.4M |
| &partners | 0.04% | Add +1.6% | 88,938 | $8.2M |
| First Merchants Corp. | 0.30% | No change | 87,500 | $8.1M |
| Westwood Holdings Group Inc. | 0.07% | Reduce -6.3% | 87,119 | $8.0M |
| Fund Evaluation Group, LLC | 0.26% | No change | 86,400 | $8.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +0.9% | 78,859 | $7.3M |
| Brown Advisory Inc. | 0.01% | Add +0.7% | 78,556 | $7.3M |
| Kera Capital Partners, Inc. | 0.89% | Add +8.5% | 74,404 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -11.8% | 77,668 | $7.2M |
| One Capital Management, LLC | 0.22% | Add +49.2% | 77,179 | $7.1M |
| Mission Wealth Management, LP | 0.14% | Reduce -1.5% | 76,459 | $7.1M |
| Sentinel Wealth Management, Inc. | 5.84% | Add +2.8% | 76,347 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +29.7% | 75,009 | $7.0M |
| Ieq Capital, LLC | 0.02% | Reduce -13.7% | 75,536 | $7.0M |
| Creative Planning | 0.00% | Add +10.7% | 73,905 | $6.8M |
| Aspiriant, LLC | 0.19% | Add +79.9% | 72,300 | $6.7M |
| SWAN Capital LLC | 2.53% | Reduce -5.7% | 70,457 | $6.5M |
| Savant Capital, LLC | 0.04% | Add +0.1% | 70,316 | $6.5M |
| Symphony Financial, Ltd. Co. | 0.86% | Add +7.4% | 68,542 | $6.4M |
| Mutual Advisors, LLC | 0.13% | Reduce -15.0% | 68,109 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +1390.1% | 67,905 | $6.3M |
| Bokf, NA | 0.09% | Add +4.3% | 66,567 | $6.1M |
| Curtis Advisory Group, LLC | 1.28% | Add +3.9% | 65,866 | $6.1M |
| Fidelis Capital Partners, LLC | 0.43% | Add +17.3% | 63,771 | $5.9M |
| Golden Road Advisors LLC | 3.33% | Add +4.8% | 63,350 | $5.8M |
| Badgley Phelps Wealth Managers, LLC | 0.10% | Add +153.3% | 61,041 | $5.6M |
| Focused Wealth Management, Inc | 0.58% | Add +2.7% | 58,903 | $5.4M |
| Kanawha Capital Management LLC | 0.37% | Add +5.5% | 58,864 | $5.4M |
| Principal Financial Group Inc. | 0.00% | Add +5.9% | 58,818 | $5.4M |
| IFG Advisory, LLC | 0.23% | Add +21.5% | 57,648 | $5.3M |
| Jordan Park Group LLC | 0.31% | No change | 57,054 | $5.3M |
| Integrated Investment Consultants, LLC | 1.03% | Add +4.8% | 56,863 | $5.2M |
| Summit Financial, LLC | 0.08% | Reduce -5.2% | 56,499 | $5.2M |
| Cooke & Bieler LP | 0.05% | New | 54,000 | $5.0M |
| Zacks Investment Management | 0.04% | Reduce -7.3% | 53,554 | $4.9M |
| Vance Wealth, LLC | 1.45% | Reduce -7.3% | 53,010 | $4.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -1.1% | 52,109 | $4.8M |
| Glenmede Trust Co. NA | 0.02% | — | 51,970 | $4.8M |
| FMR LLC | 0.00% | Add +42.8% | 51,413 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 51,642 | $4.8M |
| Optas, LLC | 0.74% | Reduce -34.3% | 51,578 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.9% | 50,220 | $4.6M |
| Hegarty Advisors, LLC | 3.91% | — | 48,786 | $4.5M |
| Zhang Financial LLC | 0.17% | Add +27.2% | 48,337 | $4.5M |
| Blair William & Co. | 0.01% | Add +11.8% | 48,298 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +3.0% | 48,008 | $4.4M |
| Steel Grove Capital Advisors, LLC | 0.45% | New | 46,658 | $4.3M |
| AMG National Trust Bank | 0.10% | Add +12.9% | 45,876 | $4.2M |
| Relyea Zuckerberg Hanson LLC | 0.42% | Add +5.4% | 45,237 | $4.2M |
| Leuthold Group, LLC | 0.45% | Reduce -11.0% | 45,234 | $4.2M |
| Smartleaf Asset Management LLC | 0.16% | Add +9.0% | 44,602 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -19.8% | 43,874 | $4.0M |
| Verus Wealth Management, LLC | 3.71% | Reduce -6.5% | 43,096 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 42,230 | $3.9M |
| Rialto Wealth Management, LLC | 0.89% | Reduce -0.5% | 40,378 | $3.7M |
| Corundum Group, Inc. | 1.25% | Reduce -4.0% | 40,341 | $3.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +0.9% | 40,016 | $3.7M |
| MAI Capital Management | 0.02% | Reduce -0.2% | 39,899 | $3.7M |
| COFG Advisors, LLC | 0.90% | — | 39,653 | $3.7M |
| HSBC Holdings PLC | 0.00% | New | 39,165 | $3.6M |
| RFG Advisory, LLC | 0.07% | Reduce -42.8% | 38,661 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +29.7% | 38,639 | $3.6M |
| Sage Mountain Advisors LLC | 0.19% | No change | 38,463 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.45% | Add +5.5% | 37,793 | $3.5M |
| Valpey Financial Services, LLC | 2.21% | Add +0.7% | 37,471 | $3.5M |
| Westshore Wealth, LLC | 1.14% | Add +52.2% | 37,230 | $3.4M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -16.6% | 36,305 | $3.4M |
| Modera Wealth Management, LLC | 0.04% | No change | 35,560 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.1% | 35,488 | $3.3M |
| Fulton Bank, N.A. | 0.11% | Add +20.6% | 35,318 | $3.3M |
| Andina Capital Management, LLC | 1.95% | Add +1.3% | 34,945 | $3.2M |
| World Investment Advisors | 0.05% | Add +29.8% | 33,036 | $3.0M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 32,512 | $3.0M |
| WFA of San Diego, LLC | 2.19% | Add +1.7% | 32,331 | $3.0M |
| Envision Financial LLC | 1.57% | Reduce -12.1% | 32,198 | $3.0M |
| Flow Traders U.S. LLC | 0.10% | New | 31,443 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +0.9% | 30,934 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -4.1% | 29,531 | $2.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +33.8% | 29,467 | $2.7M |
| LBJ Family Wealth Advisors, Ltd. | 1.44% | Add +5.0% | 28,322 | $2.6M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +1.8% | 28,125 | $2.6M |
| Wedmont Private Capital | 0.09% | Add +5.2% | 27,444 | $2.6M |
| Indivisible Partners | 0.27% | — | 26,732 | $2.5M |
| Axis Wealth Partners, LLC | 1.36% | Add +64.1% | 26,717 | $2.5M |
| Aurelius Family Office LLC | 1.06% | Add +7.6% | 26,086 | $2.5M |
| Tudor Investment Corporation | 0.01% | New | 26,460 | $2.4M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -1.6% | 26,280 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -89.2% | 25,860 | $2.4M |
| Money Concepts Capital Corp. | 0.13% | Add +28.7% | 24,974 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.0% | 24,413 | $2.3M |
| Embree Financial Group | 0.28% | No change | 24,274 | $2.2M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -24.6% | 24,169 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.9% | 24,070 | $2.2M |
| Lee, Kelleher & Klein Wealth Management | 1.31% | No change | 23,843 | $2.2M |
| Accurate Wealth Management, LLC | 0.28% | Add +7.2% | 22,988 | $2.2M |
| Fortitude Family Office, LLC | 0.50% | No change | 23,100 | $2.1M |
| Cairn Investment Group, Inc. | 0.99% | Reduce -1.6% | 22,587 | $2.1M |
| Aureus Asset Management, LLC | 0.13% | No change | 21,858 | $2.0M |
| Institute for Wealth Management, LLC. | 0.21% | No change | 21,574 | $2.0M |
| Stableford Capital II LLC | 0.67% | New | 20,193 | $1.9M |
| LPWM LLC | 0.47% | Add +0.2% | 20,085 | $1.9M |
| Bruce G. Allen Investments, LLC | 1.25% | No change | 20,075 | $1.9M |
| M3 Advisory Group, LLC | 1.09% | Add +0.0% | 19,416 | $1.8M |
| Goelzer Investment Management, Inc. | 0.08% | Add +287.1% | 19,268 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.4% | 18,899 | $1.7M |
| Brightwater Advisory LLC | 1.17% | Add +9.6% | 18,786 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.1% | 18,712 | $1.7M |
| GeoWealth Management, LLC | 0.06% | Add +66.8% | 18,284 | $1.7M |
| Legacy Edge Advisors, LLC | 0.18% | Add +3.2% | 17,841 | $1.6M |
| Cozad Asset Management Inc. | 0.13% | Add +7.3% | 17,703 | $1.6M |
| Clarion Wealth Managment Partners, LLC | 1.49% | Add +0.3% | 17,466 | $1.6M |
| Americana Partners, LLC | 0.04% | New | 17,405 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +67.0% | 17,272 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.1% | 17,244 | $1.6M |
| Arbor Investment Advisors, LLC | 0.21% | Reduce -4.7% | 17,234 | $1.6M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 17,185 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -67.2% | 17,000 | $1.6M |
| Axxcess Wealth Management, LLC | 0.03% | Add +8.8% | 16,525 | $1.5M |
| Freedom Investment Management, Inc. | 0.44% | Reduce -0.8% | 16,463 | $1.5M |
| Western Wealth Management, LLC | 0.07% | Reduce -2.3% | 16,143 | $1.5M |
| Horizon Investment Services, LLC | 0.53% | Reduce -5.9% | 15,957 | $1.5M |
| Diversified Portfolios, Inc. | 0.12% | Reduce -1.5% | 15,929 | $1.5M |
| Sapient Capital LLC | 0.02% | Add +0.0% | 15,712 | $1.5M |
| Nadler Financial Group, Inc. | 0.13% | Add +28.9% | 15,375 | $1.4M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -7.2% | 14,705 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 15,140 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -3.7% | 15,050 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.50% | No change | 15,026 | $1.4M |
| Allegiance Financial Group Advisory Services LLC | 0.29% | Reduce -7.8% | 14,938 | $1.4M |
| Macroview Investment Management LLC | 0.94% | Reduce -72.5% | 14,809 | $1.4M |
| HUB Investment Partners, LLC | 0.04% | No change | 14,703 | $1.4M |
| Roffman Miller Associates Inc. | 0.07% | Add +0.5% | 14,690 | $1.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.04% | Reduce -68.6% | 14,534 | $1.3M |
| Gotham Asset Management | 0.00% | No change | 14,366 | $1.3M |
| Verum Partners LLC | 0.27% | Reduce -1.3% | 14,319 | $1.3M |
| Arax Advisory Partners | 0.04% | Add +3.5% | 14,168 | $1.3M |
| KTF Investments, LLC | 0.21% | — | 14,040 | $1.3M |
| 1900 Wealth Management LLC | 0.08% | No change | 13,999 | $1.3M |
| First Horizon Corp. | 0.06% | No change | 13,671 | $1.3M |
| AdvisorNet Financial, Inc | 0.07% | Add +1.2% | 13,586 | $1.3M |
| Atlanta Consulting Group Advisors, LLC | 0.28% | Add +0.8% | 13,337 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.53% | Add +18.2% | 13,330 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.6% | 13,193 | $1.2M |
| Davidson Trust Co. | 0.50% | Reduce -10.0% | 13,013 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Add +1.4% | 12,931 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 12,660 | $1.2M |
| Baker Boyer National Bank | 0.34% | No change | 12,379 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | New | 12,120 | $1.1M |
| SCS Capital Management LLC | 0.01% | Reduce -28.6% | 12,035 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 11,945 | $1.1M |
| CBIZ Investment Advisory Services, LLC | 0.04% | Reduce -0.9% | 11,753 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 11,556 | $1.1M |
| Miller Capital Partners, Inc. | 0.54% | — | 11,537 | $1.1M |
| Asempa Wealth Advisors | 0.91% | — | 11,425 | $1.1M |
| Flaharty Asset Management, LLC | 0.13% | Add +50.0% | 11,390 | $1.1M |
| Private Trust Co. NA | 0.09% | Add +9.9% | 11,265 | $1.0M |
| Atria Investments, Inc | 0.01% | New | 11,261 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +80.8% | 11,052 | $1.0M |
| Mma Asset Management LLC | 0.36% | New | 10,864 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -51.8% | 10,864 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +55.6% | 10,745 | $992K |
| Avior Wealth Management, LLC | 0.03% | Add +0.5% | 10,670 | $985K |
| Indiana Trust & Investment Management Co | 0.29% | No change | 10,596 | $978K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Reduce -2.1% | 10,589 | $977K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -5.1% | 10,491 | $968K |
| Scratch Capital LLC | 0.63% | Reduce -7.8% | 10,391 | $959K |
| Berkshire Asset Management LLC | 0.04% | Add +26.2% | 10,380 | $958K |
| Trilogy Capital Inc. | 0.04% | Add +7.9% | 10,339 | $954K |
| Keybank National Association | 0.00% | Reduce -1.2% | 10,147 | $937K |
| City Holding Co. | 0.11% | New | 9,903 | $914K |
| Curi Capital, LLC | 0.02% | No change | 9,899 | $914K |
| Chicago Capital, LLC | 0.02% | No change | 9,709 | $896K |
| Cwm, LLC | 0.00% | Add +9.9% | 9,555 | $882K |
| Elevatus Welath Management | 0.24% | Add +0.9% | 9,465 | $874K |
| Oppenheimer & Co. Inc. | 0.01% | Add +43.1% | 9,187 | $848K |
| CreativeOne Wealth, LLC | 0.02% | Add +3.5% | 9,036 | $834K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 8,904 | $822K |
| Braun-Bostich & Associates Inc. | 0.50% | Add +1.8% | 8,770 | $809K |
| Continental Investors Services, Inc. | 1.04% | Add +50.7% | 8,107 | $807K |
| Composition Wealth, LLC | 0.01% | Add +13.5% | 8,651 | $798K |
| VestGen Advisors, LLC | 0.03% | New | 8,594 | $793K |
| Essex Bank | 0.17% | Reduce -6.1% | 8,576 | $792K |
| Calydon Capital | 0.13% | No change | 8,548 | $789K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.0% | 8,445 | $780K |
| Kings Path Partners LLC | 0.27% | No change | 8,420 | $777K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.6% | 8,365 | $772K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -37.4% | 8,274 | $764K |
| Shade Tree Advisors LLC | 0.58% | New | 8,247 | $761K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.2% | 8,131 | $750K |
| Cary Street Partners Financial LLC | 0.02% | New | 8,097 | $747K |
| Principal Securities, Inc. | 0.01% | Add +15.0% | 8,085 | $746K |
| Sigma Planning Corp | 0.02% | Add +3.5% | 8,082 | $746K |
| US Bancorp \de | 0.00% | Add +6.8% | 7,964 | $735K |
| Hirtle & Co., LLC | 0.03% | No change | 7,952 | $734K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -53.9% | 7,943 | $733K |
| Seven Post Investment Office LP | 0.26% | No change | 7,825 | $722K |
| 3Chopt Investment Partners, LLC | 0.16% | New | 7,803 | $720K |
| Blue Trust, Inc. | 0.01% | Add +11.1% | 7,780 | $718K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -0.5% | 7,761 | $716K |
| Winthrop Advisory Group LLC | 0.06% | New | 7,759 | $716K |
| Ignite Planners, LLC | 0.11% | Reduce -2.3% | 7,383 | $712K |
| Rodgers & Associates, LTD | 0.07% | Reduce -0.9% | 7,617 | $703K |
| National Philanthropic Trust | 0.01% | New | 7,580 | $700K |
| Richmond Investment Services, LLC | 0.12% | Add +41.9% | 7,500 | $692K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 7,495 | $692K |
| Quent Capital, LLC | 0.05% | No change | 7,450 | $688K |
| Integrity Wealth Solutions LLC | 0.27% | Add +0.5% | 7,445 | $687K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.2% | 7,421 | $685K |
| Strategic Blueprint, LLC | 0.04% | Reduce -24.8% | 7,403 | $683K |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.7% | 7,340 | $677K |
| Total Clarity Wealth Management, Inc. | 0.16% | Add +193.7% | 7,254 | $670K |
| Arsenal Capital Advisors LLC | 0.46% | — | 7,083 | $654K |
| Capital Planning LLC | 0.18% | Add +43.9% | 6,952 | $647K |
| Coordinated Financial Services, Inc. | 0.37% | Add +7.8% | 6,960 | $642K |
| Rothschild Wealth LLC | 0.06% | Add +41.1% | 6,922 | $639K |
| Balboa Wealth Partners | 0.11% | Add +16.4% | 6,903 | $637K |
| Goldstein Advisors, LLC | 0.07% | Add +24.9% | 6,840 | $631K |
| Parallel Advisors, LLC | 0.01% | No change | 6,769 | $625K |
| BlackRock, Inc. | 0.00% | Add +1367.7% | 6,766 | $625K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 6,623 | $611K |
| Navigation Wealth Management, Inc. | 0.89% | Add +8.8% | 6,482 | $598K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +64.0% | 6,476 | $598K |
| Essex Financial Services, Inc. | 0.03% | No change | 6,407 | $591K |
| Investment Partners, LTD. | 0.21% | Add +0.4% | 6,386 | $589K |
| Qube Research & Technologies Ltd | 0.00% | Add +194.5% | 6,284 | $580K |
| Foundations Investment Advisors, LLC | 0.01% | Add +94.5% | 6,172 | $570K |
| Resolute Wealth Strategies, LLC | 0.25% | Add +0.4% | 6,079 | $561K |
| Inman Jager Wealth Management, LLC | 0.33% | No change | 5,924 | $547K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,916 | $546K |
| TCW Group Inc. | 0.00% | New | 5,841 | $539K |
| LifeGuide Financial Advisors, LLC | 0.18% | Reduce -18.6% | 5,789 | $539K |
| RMR Wealth Builders | 0.04% | Reduce -0.4% | 5,753 | $531K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -0.1% | 5,750 | $531K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,717 | $528K |
| Kelsey Financial, LLC | 0.45% | — | 5,697 | $526K |
| Waverly Advisors, LLC | 0.00% | Add +21.5% | 5,458 | $504K |
| Brown Brothers Harriman & Co. | 0.00% | Add +122.3% | 5,432 | $501K |
| Gemmer Asset Management LLC | 0.04% | No change | 5,274 | $487K |
| Diversified Trust Co. | 0.01% | New | 5,261 | $486K |
| Nottingham Advisors, Inc. | 0.07% | No change | 5,200 | $480K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 5,171 | $477K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,171 | $477K |
| Clark Capital Management Group, Inc. | 0.00% | Add +4.3% | 5,131 | $474K |
| Mraz, Amerine & Associates, Inc. | 0.07% | No change | 5,100 | $471K |
| Choreo, LLC | 0.01% | Reduce -2.9% | 5,028 | $468K |
| Proficio Capital Partners LLC | 0.03% | Add +16.4% | 4,940 | $456K |
| Inspire Advisors, LLC | 0.04% | New | 4,935 | $455K |
| Dakota Wealth Management | 0.01% | New | 4,896 | $452K |
| FWG Investments, LLC. | 0.29% | Add +0.8% | 4,863 | $449K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -7.0% | 4,754 | $439K |
| M1 Capital Management LLC | 0.18% | Add +13.4% | 4,753 | $439K |
| Hobbs Group Advisors, LLC | 0.13% | Reduce -2.0% | 4,702 | $434K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 4,647 | $429K |
| Bridgewater Advisors Inc. | 0.03% | No change | 4,448 | $428K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,594 | $424K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 4,581 | $423K |
| Johnson Financial Group, LLC | 0.03% | New | 4,472 | $413K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.7% | 4,422 | $408K |
| Two Sigma Securities, LLC | 0.06% | New | 4,418 | $408K |
| Naples Global Advisors, LLC | 0.03% | Add +1.2% | 4,410 | $407K |
| Financial Life Planners | 0.29% | Add +0.5% | 4,340 | $401K |
| Financial Guidance Group, Inc. | 0.16% | No change | 4,284 | $395K |
| Addison Advisors LLC | 0.09% | No change | 4,255 | $393K |
| Braun Stacey Associates Inc. | 0.01% | Add +6.4% | 4,133 | $381K |
| Harbour Investments, Inc. | 0.01% | Add +32.5% | 4,132 | $381K |
| Vestia Personal Wealth Advisors | 0.19% | No change | 3,961 | $381K |
| Balefire, LLC | 0.07% | Add +8.8% | 4,017 | $371K |
| First American Bank | 0.02% | Add +7.2% | 4,001 | $369K |
| RFG Holdings, Inc. | 0.09% | Reduce -2.4% | 3,988 | $368K |
| Mullaney, Keating & Wright, Inc. | 0.19% | Add +0.4% | 3,942 | $364K |
| CoreCap Advisors, LLC | 0.01% | Add +10.0% | 3,937 | $363K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | Add +0.5% | 3,921 | $362K |
| Wealth Architects, LLC | 0.03% | No change | 3,911 | $361K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -1.0% | 3,902 | $360K |
| Johnson Investment Counsel Inc. | 0.00% | Add +16.2% | 3,843 | $355K |
| Mgo One Seven LLC | 0.01% | Add +4.0% | 3,839 | $354K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 3,833 | $354K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.29% | Add +53.0% | 3,792 | $350K |
| Avalon Capital Management | 0.08% | No change | 3,781 | $349K |
| Prudent Man Advisors, LLC | 0.13% | Reduce -13.1% | 3,763 | $347K |
| Affiance Financial, LLC | 0.06% | No change | 3,761 | $347K |
| Fisher Asset Management | 0.00% | New | 3,711 | $343K |
| Kingsview Wealth Management, LLC | 0.00% | Add +10.1% | 3,704 | $342K |
| Verus Capital Partners, LLC | 0.02% | Add +22.4% | 3,661 | $338K |
| EJMK Ventures LLC | 0.21% | — | 3,633 | $335K |
| Silvia McColl Wealth Management, LLC | 0.22% | No change | 3,630 | $335K |
| Csenge Advisory Group | 0.01% | Add +0.5% | 3,599 | $332K |
| Impact Capital Partners LLC | 0.10% | New | 3,580 | $330K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.4% | 3,570 | $330K |
| Northern Trust Corp. | 0.00% | Add +1.1% | 3,548 | $327K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -27.9% | 3,541 | $327K |
| Simplicity Wealth,LLC | 0.02% | Reduce -5.2% | 3,531 | $326K |
| Marshall Wace, LLP | 0.00% | New | 3,494 | $322K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | New | 3,475 | $321K |
| Bridges Investment Management Inc. | 0.00% | No change | 3,444 | $318K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,316 | $306K |
| Bingham Private Wealth, LLC | 0.26% | — | 3,313 | $306K |
| Silver Oak Securities, Incorporated | 0.02% | Add +1.5% | 3,245 | $302K |
| Vicus Capital | 0.02% | Add +14.3% | 3,252 | $300K |
| Paragon Private Wealth Management, LLC | 0.09% | Add +14.7% | 3,250 | $300K |
| Tranquility Partners, LLC | 0.11% | Reduce -5.1% | 3,173 | $293K |
| Centaurus Financial, Inc. | 0.01% | Add +13.8% | 3,079 | $284K |
| 1832 Asset Management L.P. | 0.00% | New | 3,075 | $284K |
| Investment Research Partners LLC | 0.12% | No change | 3,070 | $283K |
| Betterment LLC | 0.00% | Add +35.0% | 3,054 | $282K |
| AlphaCore Capital LLC | 0.01% | Add +1695.3% | 3,052 | $282K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -11.6% | 3,038 | $280K |
| Clarendon Private LLC | 0.24% | Add +0.5% | 3,020 | $279K |
| Compton Financial Group, LLC | 0.06% | No change | 3,018 | $279K |
| NTV Asset Management LLC | 0.03% | Reduce -45.7% | 3,000 | $277K |
| Plancorp, LLC | 0.01% | Reduce -2.0% | 2,961 | $273K |
| Vanguard Group Inc. | 0.00% | Reduce -8.9% | 2,953 | $273K |
| Thompson Siegel & Walmsley LLC | 0.00% | Add +4.5% | 2,932 | $271K |
| Merit Financial Group, LLC | 0.00% | New | 2,896 | $267K |
| AE Wealth Management LLC | 0.00% | Add +0.9% | 2,868 | $265K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 2,833 | $261K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -0.6% | 2,820 | $260K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -2.7% | 2,819 | $260K |
| Advyzon Investment Management, LLC | 0.03% | Add +23.7% | 2,816 | $260K |
| Greenspring Advisors, LLC | 0.02% | New | 2,791 | $258K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.5% | 2,777 | $256K |
| Alteri Wealth LLC | 0.08% | Add +3.3% | 2,745 | $253K |
| Carrera Capital Advisors | 0.04% | New | 2,744 | $253K |
| Midwest Trust Co | 0.00% | No change | 2,735 | $252K |
| Legacy Wealth Asset Management, LLC | 0.06% | No change | 2,728 | $252K |
| Thompson Davis & Co., Inc. | 0.15% | Reduce -0.4% | 2,713 | $250K |
| MidFirst Bank | 0.02% | — | 2,710 | $250K |
| Gen-Wealth Partners Inc | 0.08% | No change | 2,570 | $237K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,450 | $236K |
| Financial Life Advisors | 0.07% | New | 2,537 | $234K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -7.1% | 2,493 | $230K |
| Xcelsior Advisor Partners LLC | 0.11% | — | 2,453 | $226K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -5.9% | 2,452 | $226K |
| W Advisors, LLC | 0.11% | No change | 2,430 | $224K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.2% | 3,613 | $223K |
| Wedbush Securities Inc. | 0.01% | Add +2.0% | 2,414 | $223K |
| Avant Capital LLC | 0.15% | Add +0.2% | 2,411 | $223K |
| Base Wealth Management LLC | 0.12% | No change | 2,410 | $222K |
| Fifth Third Bancorp | 0.00% | Reduce -12.2% | 2,404 | $222K |
| Intrua Financial, LLC | 0.02% | Add +6.2% | 2,393 | $221K |
| Newport Capital Group, LLC | 0.13% | Reduce -1.1% | 2,385 | $220K |
| Savvy Advisors, Inc. | 0.01% | New | 2,383 | $220K |
| Northbridge Financial Group, LLC | 0.10% | — | 2,335 | $216K |
| Everpar Advisors LLC | 0.08% | New | 2,315 | $214K |
| Occidental Asset Management, LLC | 0.03% | No change | 2,304 | $213K |
| DecisionMap Wealth Management, LLC | 0.13% | Add +0.1% | 2,303 | $213K |
| Key Financial Inc | 0.04% | Reduce -3.6% | 2,303 | $213K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,290 | $211K |
| Anson Capital, Inc. | 0.15% | No change | 2,267 | $209K |
| Moneco Advisors, LLC | 0.02% | New | 2,207 | $204K |
| New Covenant Trust Company, N.A. | 0.18% | New | 2,184 | $203K |
| Legacy Bridge, LLC | 0.08% | No change | 2,113 | $195K |
| North Star Investment Management Corp. | 0.01% | Add +0.4% | 2,054 | $190K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3769.2% | 2,012 | $186K |
| Disciplina Capital Management LLC | 0.02% | New | 1,985 | $183K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,875 | $173K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 1,800 | $166K |
| Wellington Grp LLC | 0.05% | — | 1,725 | $159K |
| Hilton Head Capital Partners, LLC | 0.09% | — | 1,669 | $154K |
| Fairway Wealth LLC | 0.04% | Add +350.1% | 1,616 | $149K |
| Rossby Financial, LCC | 0.05% | Add +28.0% | 1,567 | $145K |
| Lanark Financial, Inc. | 0.01% | Add +5.6% | 1,330 | $123K |
| Assetmark, Inc. | 0.00% | Add +2.3% | 1,312 | $121K |
| Hager Investment Management Services, LLC | 0.07% | New | 1,296 | $120K |
| Archer Investment Corp | 0.03% | No change | 1,244 | $115K |
| Private Wealth Management Group, LLC | 0.03% | No change | 1,218 | $112K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +263.8% | 1,066 | $98K |
| CENTRAL TRUST Co | 0.00% | No change | 1,064 | $98K |
| International Assets Investment Management, LLC | 0.01% | New | 960 | $89K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 946 | $87K |
| Sunbelt Securities, Inc. | 0.01% | Add +56.6% | 899 | $83K |
| HM Payson & Co. | 0.00% | No change | 810 | $75K |
| Ancora Advisors LLC | 0.00% | Reduce -4.0% | 800 | $74K |
| Newton One Investments LLC | 0.02% | No change | 799 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +74.6% | 789 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.4% | 773 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 772 | $71K |
| Maseco LLP | 0.00% | Add +0.5% | 754 | $70K |
| Bessemer Group Inc. | 0.00% | New | 748 | $69K |
| Asset Management One Co., Ltd. | 0.00% | Add +20.3% | 693 | $64K |
| Proathlete Wealth Management LLC | 0.02% | No change | 694 | $64K |
| Bell Investment Advisors, Inc | 0.01% | No change | 637 | $59K |
| Steph & Co. | 0.02% | No change | 632 | $58K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 623 | $58K |
| Sittner & Nelson, LLC | 0.02% | No change | 586 | $58K |
| Bfsg, LLC | 0.01% | No change | 598 | $55K |
| City State Bank | 0.01% | No change | 586 | $54K |
| Operose Advisors LLC | 0.01% | Add +3.4% | 575 | $53K |
| Victory Capital Management Inc. | 0.00% | Add +28.1% | 574 | $53K |
| Crews Bank & Trust | 0.01% | No change | 565 | $52K |
| Integrity Financial Corp | 0.03% | Add +1828.6% | 540 | $50K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 491 | $45K |
| Optima Capital LLC | 0.02% | New | 491 | $45K |
| IFP Advisors, Inc | 0.00% | Add +25.7% | 475 | $44K |
| Root Financial Partners, LLC | 0.00% | Reduce -2.1% | 458 | $42K |
| NFSG Corp | 0.01% | No change | 455 | $42K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -22.6% | 445 | $41K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 420 | $39K |
| Register Financial Advisors LLC | 0.01% | No change | 388 | $36K |
| Quadrant Capital Group LLC | 0.00% | New | 353 | $33K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 350 | $32K |
| Legal & General Group Plc | 0.00% | New | 313 | $29K |
| Insight Inv LLC | 0.01% | No change | 287 | $26K |
| YANKCOM Partnership | 0.01% | New | 269 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 266 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 264 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -7.6% | 255 | $24K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 246 | $23K |
| Olistico Wealth, LLC | 0.01% | New | 211 | $19K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $19K |
| Ankerstar Wealth, LLC | 0.02% | — | 201 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 194 | $18K |
| Triumph Capital Management | 0.00% | New | 187 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -68.0% | 187 | $17K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 178 | $16K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 170 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 170 | $16K |
| Cape Investment Advisory, Inc. | 0.00% | Add +0.6% | 169 | $16K |
| Lodestone Wealth Management LLC | 0.01% | New | 162 | $15K |
| Signature Equity Partners, LLC | 0.01% | — | 161 | $15K |
| LGT Financial Advisors LLC | 0.09% | No change | 160 | $15K |
| Bayban | 0.01% | — | 160 | $15K |
| CDKV Holdings LLC | 0.01% | — | 159 | $15K |
| Strategic Wealth Advisors LLC | 0.01% | — | 145 | $13K |
| GGM Financial LLC | 0.01% | No change | 138 | $13K |
| MCF Advisors LLC | 0.00% | New | 130 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 127 | $12K |
| Eastern Bank | 0.00% | No change | 107 | $10K |
| Kozak & Associates, Inc. | 0.00% | New | 99 | $9K |
| Meramec Financial Planners, LLC | 0.00% | — | 88 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 93 | $9K |
| DecisionPoint Financial, LLC | 0.00% | New | 80 | $7K |
| Cornerstone Planning Group LLC | 0.00% | New | 74 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 71 | $7K |
| Atomic Invest LLC | 0.00% | — | 69 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Add +7.7% | 56 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 49 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -37.8% | 46 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 42 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.6% | 34 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 32 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 28 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 28 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 26 | $2K |
| Fairscale Capital, LLC | 0.00% | New | 24 | $2K |
| Creative Capital Management Investments LLC | 0.00% | No change | 20 | $2K |
| Centennial Bank | 0.00% | Reduce -99.9% | 3 | $277 |
"% of holder's portfolio" is VONV's weight in each manager's 13F, not the share of Vanguard Russell 1000 Value the manager owns.