Vanguard Russell 1000 ValueVONVETF
13F holders, Q1 2026 (March 31)572holders +35
66new positions
36sold out
5famous investors
$94.08avg. 13F price*
At the end of Q1 2026, 572 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 35 from Q4 2025. 66 opened new positions and 36 sold out. The largest holders were UBS Group AG ($2.9B), LPL Financial LLC ($2.5B) and Bank of America Corp. ($2.2B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Vanguard Russell 1000 Value
- CUSIP
- 92206C714
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $46.6M |
| Exits | 36 | $45.6M |
All 13F filers, Q4 2025 → Q1 2026: 56,617,901 shares bought and 8,558,663 shares sold, net +48,059,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| UBS Group AG | 0.52% | Add +1080.0% | 31,311,151 | $2.9B |
| LPL Financial LLC | 0.65% | Add +129.0% | 26,151,759 | $2.5B |
| Bank of America Corp. | 0.16% | Reduce -8.1% | 22,989,192 | $2.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.13% | Add +394.7% | 6,595,856 | $618.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.09% | — | 5,784,848 | $542.3M |
| Morgan Stanley | 0.03% | Add +4.0% | 5,745,624 | $538.6M |
| Creative Planning | 0.19% | Add +3944.8% | 2,989,279 | $280.2M |
| SageView Advisory Group, LLC | 10.18% | Add +0.5% | 2,969,761 | $278.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -11.7% | 2,369,013 | $222.1M |
| Phoenix Financial Ltd. | 2.10% | No change | 2,362,300 | $221.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +24.0% | 2,242,978 | $210.3M |
| OpenArc Corporate Advisory, LLC | 2.44% | Add +23.7% | 1,821,200 | $170.7M |
| Janney Montgomery Scott LLC | 0.40% | Add +3.6% | 1,718,133 | $161.1M |
| Wells Fargo & Company | 0.03% | Add +11.9% | 1,569,045 | $147.1M |
| Raymond James Financial Inc. | 0.04% | Add +0.9% | 1,548,170 | $145.1M |
| Commonwealth Equity Services, LLC | 0.20% | Add +3.3% | 1,492,477 | $139.9M |
| Equitable Holdings, Inc. | 0.90% | Add +7.7% | 937,175 | $139.4M |
| Truist Financial Corp. | 0.17% | Reduce -6.2% | 1,370,202 | $128.4M |
| Pathstone Holdings, LLC | 0.45% | Reduce -1.5% | 1,193,702 | $111.9M |
| Ameriprise Financial Inc. | 0.03% | Add +40.0% | 1,176,058 | $110.3M |
| Aaron Wealth Advisors LLC | 5.89% | Add +24.0% | 1,086,914 | $101.9M |
| Citigroup Inc. | 0.06% | Reduce -2.9% | 1,044,856 | $97.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -1.9% | 963,518 | $90.4M |
| Global Strategic Investment Solutions, LLC | 8.44% | Add +1.5% | 915,963 | $85.9M |
| WestHill Financial Advisors, Inc. | 13.44% | Reduce -0.2% | 749,976 | $70.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -6.1% | 724,515 | $67.9M |
| Royal Bank of Canada | 0.01% | Add +12.1% | 708,137 | $66.4M |
| Adventist Health System/ West | 11.52% | No change | 692,800 | $64.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 658,257 | $60.4M |
| Hapanowicz & Associates Financial Services, Inc | 22.96% | Add +0.9% | 615,768 | $57.7M |
| Jones Financial Companies LLLP | 0.03% | Add +96.7% | 566,284 | $52.2M |
| Rockefeller Capital Management L.P. | 0.09% | Add +4.7% | 550,370 | $51.6M |
| Tiaa Trust, National Association | 3.10% | Reduce -88.5% | 543,867 | $51.0M |
| Silvercrest Asset Management Group LLC | 0.36% | Add +46.1% | 533,338 | $50.0M |
| Cambridge Associates LLC /Ma/ | 0.77% | Reduce -2.7% | 512,009 | $48.0M |
| HighTower Advisors, LLC | 0.05% | Add +4.7% | 505,856 | $47.4M |
| Exchange Traded Concepts, LLC | 0.33% | Add +3.1% | 455,687 | $42.7M |
| Wellington Management Group LLP | 0.01% | Add +69.6% | 453,813 | $42.5M |
| Brio Consultants, LLC | 4.82% | Add +3.4% | 387,183 | $39.4M |
| Parkside Financial Bank & Trust | 2.87% | Add +3.1% | 398,463 | $37.4M |
| Private Advisor Group, LLC | 0.17% | Add +27.6% | 377,087 | $35.3M |
| Condor Capital Management | 2.94% | Reduce -0.8% | 375,902 | $35.2M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -3.1% | 374,185 | $35.1M |
| Fifth Third Bancorp | 0.06% | Add +14764.2% | 357,336 | $33.5M |
| MML Investors Services, LLC | 0.09% | Reduce -10.0% | 353,420 | $33.1M |
| Captrust Financial Advisors | 0.06% | Add +10.6% | 339,962 | $31.9M |
| Bernardo Wealth Planning LLC | 6.17% | Reduce 0.0% | 336,022 | $31.5M |
| Wealth Dimensions Group, Ltd. | 6.16% | Add +0.8% | 333,782 | $31.3M |
| Focus Partners Wealth | 0.03% | Reduce -0.0% | 327,013 | $30.7M |
| Cetera Investment Advisers | 0.03% | Add +1.5% | 312,240 | $29.3M |
| Baird Financial Group, Inc. | 0.04% | Add +15.4% | 307,467 | $28.8M |
| Windward Private Wealth Management Inc. | 9.91% | Reduce -1.1% | 305,776 | $28.7M |
| M&T Bank Corp | 0.09% | Add +10.3% | 301,794 | $28.3M |
| Callan Family Office, LLC | 0.60% | Reduce -1.6% | 283,781 | $26.6M |
| Lido Advisors, LLC | 0.10% | Reduce -13.7% | 279,083 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +19.9% | 277,249 | $26.0M |
| Commerce Bank | 0.13% | Reduce -4.8% | 275,471 | $25.8M |
| Verdence Capital Advisors LLC | 1.49% | Reduce -28.0% | 272,249 | $25.5M |
| Clearstead Advisors, LLC | 0.22% | Add +0.3% | 252,054 | $23.6M |
| FSM Wealth Advisors, LLC | 2.84% | Add +7.7% | 235,430 | $22.1M |
| Mariner, LLC | 0.03% | Add +21.1% | 234,493 | $22.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +33.4% | 227,986 | $21.4M |
| Financial Synergies Wealth Advisors, Inc. | 1.95% | Reduce -1.3% | 218,377 | $20.5M |
| Waldron Private Wealth LLC | 0.79% | Add +5.2% | 215,270 | $20.2M |
| TIAA Wealth Investment Management LLC | 0.14% | — | 206,738 | $19.0M |
| Balentine LLC | 0.68% | Reduce -4.8% | 180,169 | $16.9M |
| Arrowroot Family Office, LLC | 5.39% | Add +4.8% | 173,975 | $16.3M |
| New York Life Investment Management LLC | 0.13% | Reduce -24.5% | 164,862 | $15.5M |
| Integrated Wealth Concepts LLC | 0.12% | Add +107.7% | 163,761 | $15.4M |
| CIBC Bancorp USA Inc. | 0.02% | — | 160,278 | $15.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +15.2% | 148,142 | $13.9M |
| First National Bank of Omaha | 0.42% | Add +22.5% | 147,825 | $13.6M |
| FourThought Financial Partners, LLC | 1.13% | Reduce -1.8% | 139,704 | $13.1M |
| Allworth Financial LP | 0.05% | Reduce -4.0% | 133,271 | $12.5M |
| Brand Asset Management Group, Inc. | 3.21% | Add +15.2% | 131,630 | $12.3M |
| Natixis Advisors, LLC | 0.02% | Add +404.5% | 130,460 | $12.2M |
| MJP Associates Inc. | 1.48% | Add +12.1% | 130,339 | $12.2M |
| Advisor OS, LLC | 0.88% | Add +12.0% | 130,262 | $12.2M |
| Centric Wealth Management | 2.43% | Add +2.9% | 120,933 | $12.2M |
| 71 West Capital Partners | 0.53% | Add +6.1% | 128,633 | $12.1M |
| Spartan Wealth Advisory Services LLC | 1.04% | — | 127,567 | $12.0M |
| Perigon Wealth Management, LLC | 0.22% | Add +143.5% | 126,880 | $11.9M |
| Fifth Third Securities, Inc. | 0.76% | Reduce -6.1% | 125,862 | $11.8M |
| Quantinno Capital Management LP | 0.02% | Reduce -3.9% | 125,145 | $11.7M |
| &partners | 0.06% | Add +33.6% | 118,862 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -50.5% | 115,932 | $11.0M |
| Highline Wealth Partners LLC | 2.71% | Add +4.0% | 113,162 | $10.6M |
| One Capital Management, LLC | 0.29% | Add +44.5% | 111,534 | $10.5M |
| Geneos Wealth Management Inc. | 0.23% | Add +1.0% | 104,434 | $9.8M |
| Brandywine Asset Management, Inc. | 7.31% | Add +0.4% | 96,915 | $9.2M |
| First Merchants Corp. | 0.35% | Add +11.0% | 97,100 | $9.1M |
| Fund Evaluation Group, LLC | 0.28% | Add +11.1% | 96,000 | $9.0M |
| TD Private Client Wealth LLC | 0.18% | Add +2.1% | 94,858 | $8.9M |
| NewEdge Advisors, LLC | 0.03% | Add +1.2% | 92,316 | $8.7M |
| Renaissance Technologies | 0.01% | Add +397.6% | 84,600 | $7.9M |
| Franklin Resources Inc. | 0.00% | Reduce -15.0% | 83,177 | $7.8M |
| Sentinel Wealth Management, Inc. | 5.94% | Add +3.8% | 79,261 | $7.4M |
| Brown Advisory Inc. | 0.01% | Add +0.5% | 78,962 | $7.4M |
| Summit Financial, LLC | 0.09% | Add +38.5% | 78,238 | $7.3M |
| FMR LLC | 0.00% | Add +52.0% | 78,147 | $7.3M |
| Ieq Capital, LLC | 0.03% | Add +1.0% | 76,312 | $7.2M |
| Kera Capital Partners, Inc. | 0.88% | Add +2.2% | 76,053 | $7.1M |
| Mission Wealth Management, LP | 0.15% | Reduce -1.6% | 75,219 | $7.1M |
| Savant Capital, LLC | 0.03% | Add +3.6% | 72,873 | $6.8M |
| Moran Wealth Management, LLC | 0.21% | New | 72,732 | $6.8M |
| Aspiriant, LLC | 0.19% | No change | 72,300 | $6.8M |
| Bokf, NA | 0.10% | Add +7.6% | 71,609 | $6.7M |
| Symphony Financial, Ltd. Co. | 0.87% | Add +3.5% | 70,929 | $6.6M |
| Stifel Financial Corp. | 0.01% | Reduce -10.0% | 69,929 | $6.6M |
| Mutual Advisors, LLC | 0.14% | Add +2.6% | 69,852 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -28.0% | 65,813 | $6.2M |
| Kanawha Capital Management LLC | 0.43% | Add +11.1% | 65,377 | $6.1M |
| Curtis Advisory Group, LLC | 1.31% | Reduce -1.6% | 64,831 | $6.1M |
| Zhang Financial LLC | 0.21% | Add +32.0% | 63,828 | $6.0M |
| Golden Road Advisors LLC | 3.40% | Reduce -0.6% | 62,992 | $5.9M |
| Integrated Investment Consultants, LLC | 1.22% | Add +8.2% | 61,505 | $5.8M |
| Fidelis Capital Partners, LLC | 0.40% | Reduce -5.2% | 60,448 | $5.7M |
| SWAN Capital LLC | 2.06% | Reduce -15.2% | 59,757 | $5.6M |
| Focused Wealth Management, Inc | 0.57% | Reduce -0.5% | 58,609 | $5.5M |
| Glenmede Trust Co. NA | 0.03% | Add +11.7% | 58,064 | $5.4M |
| Jordan Park Group LLC | 0.28% | No change | 57,054 | $5.3M |
| Blair William & Co. | 0.01% | Add +14.9% | 55,488 | $5.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -5.7% | 55,453 | $5.2M |
| AMG National Trust Bank | 0.11% | Add +18.5% | 54,351 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.1% | 53,231 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.8% | 52,122 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -32.1% | 50,909 | $4.8M |
| Optas, LLC | 0.72% | Reduce -1.0% | 51,056 | $4.8M |
| Vance Wealth, LLC | 1.37% | Reduce -4.2% | 50,762 | $4.8M |
| COFG Advisors, LLC | 1.18% | Add +27.9% | 50,737 | $4.8M |
| Hegarty Advisors, LLC | 3.67% | Add +1.7% | 49,628 | $4.7M |
| Relyea Zuckerberg Hanson LLC | 0.46% | Add +7.1% | 48,456 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 48,186 | $4.5M |
| RFG Advisory, LLC | 0.08% | Add +23.4% | 47,710 | $4.5M |
| Westwood Holdings Group Inc. | 0.03% | Reduce -45.8% | 47,234 | $4.4M |
| Corundum Group, Inc. | 1.48% | Add +16.9% | 47,161 | $4.4M |
| Smartleaf Asset Management LLC | 0.16% | Add +6.0% | 47,256 | $4.3M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Reduce -24.8% | 45,921 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +310.7% | 45,395 | $4.3M |
| Leuthold Group, LLC | 0.45% | No change | 45,234 | $4.2M |
| Verus Wealth Management, LLC | 3.88% | Add +3.5% | 44,610 | $4.2M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.15% | Add +206.8% | 44,595 | $4.2M |
| XML Financial, LLC | 0.33% | New | 44,241 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | No change | 43,874 | $4.1M |
| Boulder Wealth Advisors, LLC | 1.59% | New | 42,588 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +123700.0% | 42,092 | $3.9M |
| Westshore Wealth, LLC | 1.36% | Add +10.4% | 41,106 | $3.9M |
| Tennessee Valley Asset Management Partners | 0.51% | Add +8.4% | 40,970 | $3.8M |
| Rialto Wealth Management, LLC | 0.85% | Add +0.1% | 40,420 | $3.8M |
| MAI Capital Management | 0.02% | Add +0.7% | 40,192 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 40,181 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 40,180 | $3.8M |
| Zacks Investment Management | 0.03% | Reduce -26.2% | 39,531 | $3.7M |
| HSBC Holdings PLC | 0.00% | No change | 39,165 | $3.7M |
| Quotient Wealth Partners, LLC | 0.09% | Add +45.7% | 38,300 | $3.6M |
| Sage Mountain Advisors LLC | 0.25% | Reduce -0.6% | 38,239 | $3.6M |
| Dana Investment Advisors, Inc. | 0.11% | Add +3.8% | 37,672 | $3.5M |
| Modera Wealth Management, LLC | 0.04% | Add +2.1% | 36,303 | $3.4M |
| Valpey Financial Services, LLC | 2.20% | Reduce -3.6% | 36,133 | $3.4M |
| Diversified Enterprises, LLC | 0.18% | Reduce -63.9% | 35,493 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.4% | 34,999 | $3.3M |
| Fulton Bank, N.A. | 0.12% | Reduce -1.4% | 34,839 | $3.3M |
| World Investment Advisors | 0.05% | Add +1.6% | 33,552 | $3.1M |
| Flow Traders U.S. LLC | 0.10% | Add +3.7% | 32,609 | $3.1M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 32,512 | $3.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -20.5% | 31,805 | $3.0M |
| WFA of San Diego, LLC | 2.35% | Reduce -3.7% | 31,141 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +0.4% | 31,069 | $2.9M |
| Indivisible Partners | 0.25% | Add +14.9% | 30,709 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.1% | 29,428 | $2.8M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +22.1% | 29,521 | $2.8M |
| LBJ Family Wealth Advisors, Ltd. | 1.60% | Add +4.7% | 29,656 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 28,130 | $2.6M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -0.5% | 27,983 | $2.6M |
| Axis Wealth Partners, LLC | 1.39% | Add +4.0% | 27,792 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Add +9.6% | 27,373 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +107.3% | 27,347 | $2.6M |
| Aurelius Family Office LLC | 1.10% | Add +3.2% | 26,921 | $2.5M |
| Wedmont Private Capital | 0.08% | Reduce -8.0% | 25,255 | $2.5M |
| GeoWealth Management, LLC | 0.09% | Add +43.2% | 26,190 | $2.5M |
| Envision Financial LLC | 1.31% | Reduce -19.4% | 25,954 | $2.4M |
| Private Trust Co. NA | 0.21% | Add +124.9% | 25,333 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -14.6% | 25,213 | $2.4M |
| Andina Capital Management, LLC | 2.12% | Reduce -28.0% | 25,169 | $2.4M |
| Embree Financial Group | 0.27% | No change | 24,274 | $2.3M |
| IFS Group,LLC | 2.01% | — | 24,071 | $2.3M |
| Brightwater Advisory LLC | 1.49% | Add +27.6% | 23,977 | $2.2M |
| AQR Capital Management | 0.00% | Add +120.3% | 23,930 | $2.2M |
| Lee, Kelleher & Klein Wealth Management | 1.33% | No change | 23,843 | $2.2M |
| WESPAC Advisors, LLC | 1.20% | New | 23,314 | $2.2M |
| Bank of Montreal | 0.00% | Reduce -44.8% | 23,313 | $2.2M |
| Fortitude Family Office, LLC | 0.49% | No change | 23,100 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.8% | 22,674 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -9.4% | 22,113 | $2.1M |
| Cairn Investment Group, Inc. | 1.02% | Reduce -3.0% | 21,897 | $2.1M |
| Aureus Asset Management, LLC | 0.14% | No change | 21,858 | $2.0M |
| Institute for Wealth Management, LLC. | 0.22% | No change | 21,574 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 21,472 | $2.0M |
| Ridgewood Investments LLC | 0.80% | — | 20,833 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +19.6% | 20,652 | $1.9M |
| Stableford Capital II LLC | 0.70% | Reduce -0.1% | 20,171 | $1.9M |
| Bruce G. Allen Investments, LLC | 1.23% | No change | 20,075 | $1.9M |
| Richmond Investment Services, LLC | 0.30% | Add +165.4% | 19,905 | $1.9M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.1% | 19,858 | $1.9M |
| M3 Advisory Group, LLC | 1.12% | Add +0.0% | 19,420 | $1.8M |
| Goelzer Investment Management, Inc. | 0.09% | Add +0.2% | 19,298 | $1.8M |
| Tudor Investment Corporation | 0.01% | Reduce -28.4% | 18,939 | $1.8M |
| LPWM LLC | 0.44% | Reduce -6.8% | 18,710 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -52.1% | 18,517 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | New | 18,114 | $1.7M |
| Arax Advisory Partners | 0.05% | Add +27.2% | 18,019 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 17,887 | $1.7M |
| Cozad Asset Management Inc. | 0.13% | Add +0.9% | 17,870 | $1.7M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -0.2% | 17,811 | $1.7M |
| Freedom Investment Management, Inc. | 0.49% | Add +5.9% | 17,440 | $1.6M |
| Clarion Wealth Managment Partners, LLC | 1.47% | Reduce -1.0% | 17,290 | $1.6M |
| Winthrop Advisory Group LLC | 0.13% | Add +120.0% | 17,069 | $1.6M |
| Americana Partners, LLC | 0.04% | Reduce -4.8% | 16,571 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +9.4% | 16,559 | $1.6M |
| Western Wealth Management, LLC | 0.06% | Add +0.5% | 16,228 | $1.5M |
| Arbor Investment Advisors, LLC | 0.20% | Reduce -6.4% | 16,127 | $1.5M |
| Accurate Wealth Management, LLC | 0.18% | Reduce -32.6% | 15,502 | $1.5M |
| Horizon Investment Services, LLC | 0.52% | No change | 15,957 | $1.5M |
| Diversified Portfolios, Inc. | 0.12% | No change | 15,929 | $1.5M |
| Sapient Capital LLC | 0.02% | Add +0.2% | 15,743 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.9% | 14,578 | $1.4M |
| Nadler Financial Group, Inc. | 0.14% | Add +0.1% | 15,385 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.52% | No change | 15,026 | $1.4M |
| Macroview Investment Management LLC | 0.98% | Add +1.4% | 15,012 | $1.4M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -13.1% | 14,938 | $1.4M |
| Roffman Miller Associates Inc. | 0.08% | Add +0.4% | 14,747 | $1.4M |
| HUB Investment Partners, LLC | 0.03% | No change | 14,703 | $1.4M |
| Atlanta Consulting Group Advisors, LLC | 0.29% | Add +8.5% | 14,473 | $1.4M |
| Continental Investors Services, Inc. | 1.27% | Add +61.0% | 13,049 | $1.3M |
| Gotham Asset Management | 0.00% | No change | 14,366 | $1.3M |
| First Horizon Corp. | 0.06% | Add +3.8% | 14,195 | $1.3M |
| Verum Partners LLC | 0.25% | Reduce -1.7% | 14,072 | $1.3M |
| 1900 Wealth Management LLC | 0.08% | No change | 13,999 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.30% | Add +87.2% | 13,579 | $1.3M |
| Allegiance Financial Group Advisory Services LLC | 0.25% | Reduce -11.8% | 13,175 | $1.2M |
| Trilogy Capital Inc. | 0.05% | Add +26.3% | 13,062 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Add +0.8% | 13,028 | $1.2M |
| KTF Investments, LLC | 0.21% | Reduce -8.0% | 12,915 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.6% | 12,734 | $1.2M |
| Gateway Wealth Partners, LLC | 0.05% | New | 12,537 | $1.2M |
| VestGen Advisors, LLC | 0.03% | Add +33.0% | 11,427 | $1.2M |
| Baker Boyer National Bank | 0.35% | No change | 12,379 | $1.2M |
| Inspire Advisors, LLC | 0.09% | Add +149.4% | 12,309 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.1% | 12,105 | $1.1M |
| SCS Capital Management LLC | 0.01% | No change | 12,035 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -20.6% | 11,954 | $1.1M |
| Davidson Trust Co. | 0.48% | Reduce -8.9% | 11,852 | $1.1M |
| Highland Capital Management, LLC | 0.06% | Reduce -89.9% | 11,717 | $1.1M |
| CBIZ Investment Advisory Services, LLC | 0.04% | Reduce -0.7% | 11,672 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 11,556 | $1.1M |
| Miller Capital Partners, Inc. | 0.52% | No change | 11,537 | $1.1M |
| Ballentine Partners, LLC | 0.01% | New | 11,516 | $1.1M |
| Asempa Wealth Advisors | 0.94% | No change | 11,425 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.5% | 11,338 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -92.6% | 11,268 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +11.4% | 11,028 | $1.0M |
| Fiduciary Trust Co | 0.01% | Reduce -8.0% | 10,990 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | New | 10,977 | $1.0M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -19.3% | 10,965 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +29.0% | 10,789 | $1.0M |
| Yarger Wealth Strategies, LLC | 0.41% | Reduce -19.1% | 10,790 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +0.4% | 10,717 | $1.0M |
| Indiana Trust & Investment Management Co | 0.31% | No change | 10,596 | $993K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Reduce -0.6% | 10,528 | $987K |
| Merit Financial Group, LLC | 0.01% | Add +259.8% | 10,420 | $977K |
| Summit Wealth Group LLC / Co. | 0.10% | Add +267.4% | 10,410 | $976K |
| Scratch Capital LLC | 0.56% | No change | 10,391 | $974K |
| BlackRock, Inc. | 0.00% | Add +53.3% | 10,375 | $973K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -2.5% | 10,231 | $959K |
| Keybank National Association | 0.00% | No change | 10,147 | $951K |
| City Holding Co. | 0.12% | No change | 9,903 | $928K |
| Cwm, LLC | 0.00% | Add +3.1% | 9,851 | $923K |
| Chicago Capital, LLC | 0.02% | No change | 9,709 | $910K |
| Verus Capital Partners, LLC | 0.06% | Add +164.9% | 9,700 | $909K |
| Tower Bridge Advisors | 0.09% | New | 9,620 | $902K |
| Coordinated Financial Services, Inc. | 0.53% | Add +38.0% | 9,603 | $900K |
| Investment Partners, LTD. | 0.32% | Add +48.9% | 9,509 | $891K |
| Elevatus Welath Management | 0.47% | Add +0.3% | 9,498 | $890K |
| CreativeOne Wealth, LLC | 0.02% | Add +3.1% | 9,314 | $873K |
| Clare Market Investments LLC | 0.18% | — | 9,070 | $850K |
| Principal Securities, Inc. | 0.01% | Add +11.8% | 9,041 | $848K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.2% | 8,982 | $842K |
| Braun-Bostich & Associates Inc. | 0.53% | Add +2.3% | 8,969 | $841K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 8,904 | $835K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.7% | 8,756 | $821K |
| Composition Wealth, LLC | 0.01% | No change | 8,651 | $811K |
| Calydon Capital | 0.13% | No change | 8,548 | $801K |
| Choreo, LLC | 0.01% | Add +70.0% | 8,546 | $801K |
| Kings Path Partners LLC | 0.27% | No change | 8,420 | $789K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +133.6% | 8,341 | $782K |
| Essex Bank | 0.17% | Reduce -3.5% | 8,276 | $776K |
| Berkshire Asset Management LLC | 0.03% | Reduce -21.6% | 8,134 | $762K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.9% | 8,059 | $755K |
| Hirtle & Co., LLC | 0.03% | No change | 7,952 | $745K |
| Diversified Trust Co. | 0.01% | Add +49.8% | 7,881 | $739K |
| Seven Post Investment Office LP | 0.24% | No change | 7,825 | $734K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -2.7% | 7,726 | $724K |
| TrueWealth Financial Partners | 0.29% | New | 7,657 | $718K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +5.2% | 7,803 | $717K |
| Rodgers & Associates, LTD | 0.07% | Reduce -1.4% | 7,512 | $704K |
| Sigma Planning Corp | 0.02% | Reduce -7.1% | 7,508 | $704K |
| Cresset Asset Management, LLC | 0.00% | Reduce -96.7% | 7,457 | $699K |
| Quent Capital, LLC | 0.05% | No change | 7,450 | $698K |
| Bank of New York Mellon Corp | 0.00% | Add +1.5% | 7,449 | $698K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -4.7% | 7,398 | $693K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.4% | 7,371 | $691K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -57.4% | 7,352 | $689K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -13.0% | 7,201 | $675K |
| Flaharty Asset Management, LLC | 0.08% | Reduce -37.6% | 7,108 | $666K |
| Arsenal Capital Advisors LLC | 0.47% | Reduce -1.6% | 6,970 | $653K |
| Capital Planning LLC | 0.21% | No change | 6,952 | $652K |
| Blue Trust, Inc. | 0.01% | Reduce -11.4% | 6,889 | $646K |
| Integrity Wealth Solutions LLC | 0.25% | Reduce -9.6% | 6,732 | $631K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.2% | 6,690 | $627K |
| Canvas Wealth Advisors, LLC | 0.11% | No change | 6,623 | $621K |
| US Bancorp \de | 0.00% | Reduce -17.4% | 6,578 | $617K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.3% | 6,494 | $609K |
| Waverly Advisors, LLC | 0.00% | Add +18.9% | 6,490 | $608K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +12.4% | 6,462 | $606K |
| Perennial Investment Advisors, LLC | 0.05% | New | 6,408 | $601K |
| Essex Financial Services, Inc. | 0.03% | No change | 6,407 | $601K |
| Navigation Wealth Management, Inc. | 2.09% | Reduce -4.6% | 6,186 | $580K |
| Moneco Advisors, LLC | 0.04% | Add +178.0% | 6,136 | $575K |
| Resolute Wealth Strategies, LLC | 0.25% | Add +0.3% | 6,099 | $572K |
| Goldstein Advisors, LLC | 0.06% | Reduce -11.0% | 6,087 | $571K |
| First American Bank | 0.04% | Add +50.1% | 6,007 | $563K |
| Steel Grove Capital Advisors, LLC | 0.06% | Reduce -87.2% | 5,970 | $560K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.7% | 5,946 | $557K |
| Inman Jager Wealth Management, LLC | 0.32% | No change | 5,924 | $555K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,916 | $555K |
| Arvest Bank Trust Division | 0.03% | New | 5,861 | $549K |
| Fragasso Financial Advisors Inc | 0.03% | New | 5,741 | $546K |
| Harbour Investments, Inc. | 0.01% | Add +39.2% | 5,753 | $539K |
| Balboa Wealth Partners | 0.09% | Reduce -16.9% | 5,739 | $538K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -29.4% | 5,715 | $536K |
| Northbridge Financial Group, LLC | 0.23% | Add +132.2% | 5,422 | $532K |
| LifeGuide Financial Advisors, LLC | 0.17% | Reduce -2.4% | 5,651 | $530K |
| Aprio Wealth Management, LLC | 0.03% | New | 5,586 | $524K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,432 | $509K |
| Ignite Planners, LLC | 0.08% | Reduce -0.9% | 7,317 | $496K |
| Gemmer Asset Management LLC | 0.04% | No change | 5,274 | $494K |
| Bridgewater Advisors Inc. | 0.03% | Add +8.0% | 4,802 | $494K |
| Nottingham Advisors, Inc. | 0.06% | No change | 5,200 | $487K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 5,171 | $485K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,171 | $485K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,131 | $481K |
| Eagle Wealth Strategies LLC | 0.21% | New | 5,083 | $476K |
| Proficio Capital Partners LLC | 0.02% | No change | 4,940 | $463K |
| Mraz, Amerine & Associates, Inc. | 0.07% | Reduce -3.4% | 4,927 | $462K |
| FWG Investments, LLC. | 0.29% | Reduce -0.2% | 4,854 | $455K |
| M1 Capital Management LLC | 0.21% | Add +0.7% | 4,786 | $449K |
| Kelsey Financial, LLC | 0.39% | Reduce -16.2% | 4,774 | $448K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -0.3% | 4,740 | $444K |
| Hobbs Group Advisors, LLC | 0.13% | Reduce -0.5% | 4,680 | $439K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.1% | 4,644 | $435K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,594 | $431K |
| Centerline Wealth Advisors, LLC | 0.15% | New | 4,577 | $429K |
| Rothschild Wealth LLC | 0.04% | Reduce -34.6% | 4,524 | $424K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -21.3% | 4,499 | $422K |
| Fiducient Advisors LLC | 0.05% | New | 4,470 | $419K |
| Visionary Horizons, LLC | 0.21% | New | 4,465 | $419K |
| Naples Global Advisors, LLC | 0.03% | Add +0.1% | 4,412 | $414K |
| Fisher Asset Management | 0.00% | Add +18.0% | 4,380 | $411K |
| Financial Life Planners | 0.31% | Add +0.4% | 4,359 | $409K |
| Financial Guidance Group, Inc. | 0.16% | No change | 4,284 | $402K |
| Addison Advisors LLC | 0.09% | No change | 4,255 | $399K |
| Johnson Financial Group, LLC | 0.03% | Reduce -6.7% | 4,172 | $391K |
| Balefire, LLC | 0.07% | Add +3.0% | 4,137 | $388K |
| Founders Financial Alliance, LLC | 0.07% | New | 4,116 | $386K |
| Sovran Advisors, LLC | 0.03% | New | 3,771 | $382K |
| Mgo One Seven LLC | 0.01% | Add +6.3% | 4,080 | $382K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +282.6% | 4,079 | $382K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -9.2% | 4,017 | $377K |
| RFG Holdings, Inc. | 0.09% | Add +0.4% | 4,005 | $375K |
| Vestia Personal Wealth Advisors | 0.17% | Add +0.3% | 3,971 | $372K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.05% | Add +0.4% | 3,938 | $369K |
| Junk Investment Group, LLC | 0.19% | — | 3,927 | $368K |
| Wedbush Securities Inc. | 0.01% | Add +62.8% | 3,931 | $368K |
| Wealth Architects, LLC | 0.03% | No change | 3,911 | $367K |
| Collaborative Wealth Managment Inc. | 0.17% | Reduce -0.3% | 3,891 | $365K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.29% | Add +1.3% | 3,843 | $360K |
| Tidemark, LLC | 0.09% | New | 3,842 | $360K |
| Tobias Financial Advisors, Inc. | 0.05% | No change | 3,833 | $359K |
| Mullaney, Keating & Wright, Inc. | 0.19% | Reduce -3.3% | 3,814 | $357K |
| Avalon Capital Management | 0.10% | No change | 3,781 | $354K |
| Affiance Financial, LLC | 0.06% | No change | 3,761 | $353K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +5.7% | 3,741 | $351K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.7% | 3,711 | $348K |
| Prudent Man Advisors, LLC | 0.10% | Reduce -3.0% | 3,649 | $342K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -5.3% | 3,641 | $341K |
| Capital Investment Advisors, LLC | 0.01% | New | 3,639 | $341K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +58.6% | 3,632 | $341K |
| Silvia McColl Wealth Management, LLC | 0.22% | No change | 3,630 | $340K |
| 1832 Asset Management L.P. | 0.00% | Add +17.7% | 3,620 | $339K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.8% | 3,583 | $336K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +77.6% | 3,573 | $335K |
| CSM Advisors, LLC | 0.01% | New | 3,525 | $330K |
| MidFirst Bank | 0.03% | Add +29.9% | 3,520 | $330K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 3,468 | $330K |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 3,510 | $329K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.3% | 3,507 | $329K |
| Advyzon Investment Management, LLC | 0.03% | Add +24.5% | 3,505 | $329K |
| Intrua Financial, LLC | 0.03% | Add +45.7% | 3,486 | $327K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 3,475 | $326K |
| Bridges Investment Management Inc. | 0.00% | No change | 3,444 | $323K |
| Second Line Capital, LLC | 0.06% | New | 3,131 | $318K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -27.5% | 3,321 | $311K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,316 | $311K |
| Bingham Private Wealth, LLC | 0.25% | No change | 3,313 | $311K |
| Vicus Capital | 0.02% | No change | 3,252 | $305K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -21.9% | 3,230 | $303K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.7% | 3,221 | $302K |
| Tranquility Partners, LLC | 0.11% | Reduce -1.1% | 3,138 | $294K |
| Plancorp, LLC | 0.01% | No change | 2,961 | $288K |
| Avail Investment Partners, LLC | 0.31% | — | 3,070 | $288K |
| Investment Research Partners LLC | 0.12% | No change | 3,070 | $288K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.1% | 3,042 | $285K |
| Clarendon Private LLC | 0.22% | Add +0.5% | 3,034 | $284K |
| Compton Financial Group, LLC | 0.06% | No change | 3,018 | $283K |
| NTV Asset Management LLC | 0.03% | No change | 3,000 | $281K |
| Csenge Advisory Group | 0.01% | Reduce -16.8% | 2,995 | $281K |
| Vanguard Advisers Inc. | 0.00% | — | 2,989 | $280K |
| Simplicity Wealth,LLC | 0.02% | Reduce -16.7% | 2,940 | $276K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 2,932 | $275K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +2.5% | 2,889 | $271K |
| Bessemer Group Inc. | 0.00% | Add +278.7% | 2,833 | $266K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.0% | 2,821 | $264K |
| Absolute Capital Management, LLC | 0.09% | New | 2,801 | $263K |
| Greenspring Advisors, LLC | 0.02% | No change | 2,791 | $262K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.4% | 2,789 | $261K |
| Savvy Advisors, Inc. | 0.01% | Add +16.8% | 2,783 | $261K |
| Midwest Trust Co | 0.00% | No change | 2,735 | $256K |
| Legacy Wealth Asset Management, LLC | 0.06% | No change | 2,728 | $256K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 2,713 | $254K |
| W Advisors, LLC | 0.13% | Add +10.4% | 2,683 | $252K |
| Alteri Wealth LLC | 0.08% | Reduce -3.8% | 2,642 | $248K |
| Victory Financial Group, LLC | 0.03% | New | 2,583 | $242K |
| Gen-Wealth Partners Inc | 0.08% | No change | 2,570 | $241K |
| Princeton Global Asset Management LLC | 0.04% | Add +4.0% | 2,551 | $239K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,450 | $239K |
| Financial Life Advisors | 0.07% | No change | 2,537 | $238K |
| XTX Topco Ltd | 0.00% | New | 2,536 | $238K |
| CWC Advisors, LLC. | 0.11% | New | 2,528 | $237K |
| Global Assets Advisory, LLC | 0.07% | New | 3,204 | $236K |
| Convergence Financial, LLC | 0.02% | New | 2,444 | $229K |
| Xcelsior Advisor Partners LLC | 0.09% | Reduce -0.7% | 2,435 | $228K |
| Base Wealth Management LLC | 0.13% | No change | 2,410 | $226K |
| Modern Wealth Management, LLC | 0.00% | New | 2,394 | $226K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -4.3% | 2,387 | $224K |
| Betterment LLC | 0.00% | Reduce -21.9% | 2,384 | $223K |
| Centaurus Financial, Inc. | 0.01% | Reduce -23.2% | 2,365 | $222K |
| Unique Wealth, LLC | 0.03% | New | 2,363 | $222K |
| Regions Financial Corp. | 0.00% | New | 2,362 | $221K |
| Key Financial Inc | 0.04% | Add +2.5% | 2,361 | $221K |
| QRG Capital Management, Inc. | 0.00% | New | 2,334 | $219K |
| Rossby Financial, LCC | 0.05% | Add +47.1% | 2,305 | $217K |
| Newport Capital Group, LLC | 0.13% | Reduce -3.4% | 2,303 | $216K |
| BOS Asset Management, LLC | 0.06% | New | 2,295 | $215K |
| AE Wealth Management LLC | 0.00% | Reduce -20.0% | 2,294 | $215K |
| Paragon Private Wealth Management, LLC | 0.07% | Reduce -30.0% | 2,275 | $213K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 2,270 | $213K |
| Anson Capital, Inc. | 0.14% | Reduce -0.3% | 2,259 | $212K |
| Lynch Investment Planning, LLC | 0.19% | New | 2,258 | $212K |
| DecisionMap Wealth Management, LLC | 0.14% | Reduce -2.2% | 2,252 | $211K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,228 | $209K |
| Strategic Financial Services, Inc. | 0.01% | New | 2,200 | $206K |
| New Covenant Trust Company, N.A. | 0.18% | No change | 2,184 | $205K |
| Ewa, LLC | 0.05% | New | 2,182 | $205K |
| Occidental Asset Management, LLC | 0.02% | Reduce -5.6% | 2,174 | $204K |
| Level Financial Advisors | 0.05% | New | 2,162 | $203K |
| Eq LLC | 0.06% | New | 2,145 | $201K |
| DHJJ Financial Advisors, Ltd. | 0.07% | New | 2,114 | $198K |
| Legacy Bridge, LLC | 0.08% | No change | 2,113 | $198K |
| Russell Investments Group, Ltd. | 0.00% | Add +161.6% | 2,022 | $190K |
| Disciplina Capital Management LLC | 0.02% | No change | 1,985 | $186K |
| North Star Investment Management Corp. | 0.01% | Reduce -5.3% | 1,946 | $182K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 1,800 | $169K |
| Hilton Head Capital Partners, LLC | 0.09% | No change | 1,669 | $156K |
| Fairway Wealth LLC | 0.04% | Add +0.4% | 1,623 | $152K |
| Assetmark, Inc. | 0.00% | Add +9.2% | 1,433 | $134K |
| MCF Advisors LLC | 0.01% | Add +970.8% | 1,392 | $130K |
| Lanark Financial, Inc. | 0.01% | No change | 1,330 | $125K |
| Hager Investment Management Services, LLC | 0.07% | No change | 1,296 | $121K |
| Archer Investment Corp | 0.02% | Add +0.1% | 1,245 | $117K |
| Private Wealth Management Group, LLC | 0.03% | No change | 1,218 | $114K |
| Wellington Grp LLC | 0.03% | Reduce -29.9% | 1,209 | $113K |
| Asset Management One Co., Ltd. | 0.00% | Add +72.4% | 1,195 | $112K |
| CENTRAL TRUST Co | 0.00% | No change | 1,064 | $100K |
| International Assets Investment Management, LLC | 0.01% | No change | 960 | $91K |
| Sunbelt Securities, Inc. | 0.01% | Add +7.2% | 964 | $90K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 946 | $89K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 858 | $80K |
| Bogart Wealth, LLC | 0.00% | Add +5.8% | 817 | $77K |
| Maseco LLP | 0.00% | Add +0.4% | 757 | $71K |
| Newton One Investments LLC | 0.02% | Reduce -5.6% | 754 | $71K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 709 | $66K |
| Proathlete Wealth Management LLC | 0.02% | No change | 694 | $65K |
| Bell Investment Advisors, Inc | 0.01% | No change | 637 | $60K |
| Steph & Co. | 0.02% | No change | 632 | $59K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.5% | 626 | $58K |
| Ancora Advisors LLC | 0.00% | Reduce -23.8% | 610 | $57K |
| Bfsg, LLC | 0.01% | No change | 598 | $56K |
| IFP Advisors, Inc | 0.00% | Add +25.3% | 595 | $56K |
| Sittner & Nelson, LLC | 0.02% | No change | 586 | $55K |
| City State Bank | 0.01% | No change | 586 | $55K |
| Operose Advisors LLC | 0.01% | Add +0.3% | 577 | $54K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.9% | 574 | $54K |
| Crews Bank & Trust | 0.01% | No change | 565 | $53K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.1% | 562 | $53K |
| KM Capital Management Ltd. | 0.03% | New | 482 | $50K |
| Root Financial Partners, LLC | 0.00% | No change | 458 | $43K |
| NFSG Corp | 0.01% | No change | 455 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -42.7% | 452 | $42K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 445 | $42K |
| Register Financial Advisors LLC | 0.01% | Add +11.3% | 432 | $40K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 420 | $39K |
| Horizon Investments, LLC | 0.00% | New | 402 | $38K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 397 | $37K |
| Synergy Investment Management, LLC | 0.01% | New | 315 | $30K |
| Minot DeBlois Advisors LLC | 0.03% | New | 306 | $29K |
| Insight Inv LLC | 0.01% | No change | 287 | $27K |
| Mather Group, Llc. | 0.00% | New | 284 | $27K |
| YANKCOM Partnership | 0.01% | No change | 269 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 264 | $25K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 246 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -6.3% | 239 | $22K |
| Anchor Investment Management, LLC | 0.00% | Add +18.0% | 229 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Add +20.9% | 226 | $21K |
| Piscataqua Savings Bank | 0.01% | Reduce -18.8% | 216 | $20K |
| Olistico Wealth, LLC | 0.01% | No change | 211 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $19K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 199 | $19K |
| Burk Holdings LLC | 0.01% | New | 195 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 179 | $17K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 170 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 170 | $16K |
| Signature Equity Partners, LLC | 0.01% | Add +0.6% | 162 | $15K |
| LGT Financial Advisors LLC | 0.08% | No change | 160 | $15K |
| Bayban | 0.01% | No change | 160 | $15K |
| CDKV Holdings LLC | 0.01% | No change | 159 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 151 | $14K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 145 | $13K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -19.1% | 131 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 127 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 119 | $11K |
| Eastern Bank | 0.00% | No change | 107 | $10K |
| Triumph Capital Management | 0.00% | Reduce -49.7% | 94 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 93 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 73 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 71 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -18.9% | 60 | $6K |
| Curio Wealth, LLC | 0.00% | New | 58 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 49 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 42 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | New | 42 | $4K |
| AlphaCore Capital LLC | 0.00% | Reduce -98.8% | 38 | $4K |
| WealthShield Partners, LLC | 0.00% | New | 35 | $3K |
| Paladin Advisory Group, LLC | 0.00% | Add +7.7% | 28 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 28 | $3K |
| Fairscale Capital, LLC | 0.00% | No change | 24 | $2K |
| Creative Capital Management Investments LLC | 0.00% | No change | 20 | $2K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 16 | $1K |
| Capital Analysts, LLC | 0.00% | New | 11 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -90.6% | 3 | $282 |
| Centennial Bank | 0.00% | No change | 3 | $281 |
| Hantz Financial Services, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is VONV's weight in each manager's 13F, not the share of Vanguard Russell 1000 Value the manager owns.