Vanguard Russell 1000 ValueVONVETF
13F holders, Q2 2026 (June 30)626holders +54
76new positions
25sold out
5famous investors
$106.28avg. 13F price*
At the end of Q2 2026, 626 institutions reported holding Vanguard Russell 1000 Value (VONV) in their 13F filings, up 54 from Q1 2026. 76 opened new positions and 25 sold out. The largest holders were UBS Group AG ($3.5B), LPL Financial LLC ($2.9B) and Bank of America Corp. ($2.5B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $121.9M |
| Exits | 25 | $12.3M |
All 13F filers, Q1 2026 → Q2 2026: 9,610,475 shares bought and 3,905,490 shares sold, net +5,704,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 626 holders
| UBS Group AG | 0.56% | Add +6.0% | 33,203,874 | $3.5B |
| LPL Financial LLC | 0.65% | Add +3.5% | 27,064,856 | $2.9B |
| Bank of America Corp. | 0.16% | Add +2.9% | 23,651,197 | $2.5B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.19% | Add +3.3% | 5,977,896 | $635.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Reduce -13.2% | 5,723,225 | $608.4M |
| Morgan Stanley | 0.03% | Reduce -1.1% | 5,685,502 | $604.4M |
| Phoenix Financial Ltd. | 2.21% | Add +28.7% | 3,039,300 | $323.1M |
| Creative Planning | 0.17% | Reduce -7.4% | 2,768,104 | $294.3M |
| SageView Advisory Group, LLC | 9.63% | Reduce -6.9% | 2,764,707 | $293.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.9% | 2,396,918 | $254.8M |
| OpenArc Corporate Advisory, LLC | 2.99% | Add +29.7% | 2,362,467 | $251.2M |
| Wells Fargo & Company | 0.03% | Add +16.1% | 1,822,306 | $193.7M |
| Janney Montgomery Scott LLC | 0.37% | Add +3.8% | 1,783,310 | $189.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.2% | 1,767,396 | $187.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.5% | 1,694,201 | $180.1M |
| Commonwealth Equity Services, LLC | 0.21% | Add +5.9% | 1,580,126 | $168.0M |
| Truist Financial Corp. | 0.20% | Add +12.0% | 1,534,903 | $163.2M |
| Pathstone Holdings, LLC | 0.39% | Add +4.2% | 1,244,115 | $132.3M |
| Ameriprise Financial Inc. | 0.03% | Add +5.1% | 1,235,609 | $131.4M |
| Citigroup Inc. | 0.05% | Add +5.2% | 1,099,549 | $116.9M |
| JPMorgan Chase & Co. | 0.01% | Add +62.2% | 1,067,984 | $113.7M |
| Osaic Holdings, Inc. | 0.13% | Add +7.4% | 1,034,624 | $110.0M |
| Aaron Wealth Advisors LLC | 5.27% | Reduce -10.2% | 976,287 | $103.8M |
| Equitable Holdings, Inc. | 0.60% | Add +1.0% | 946,765 | $100.7M |
| Global Strategic Investment Solutions, LLC | 8.24% | Reduce -5.5% | 865,244 | $92.0M |
| WestHill Financial Advisors, Inc. | 13.57% | Reduce -0.1% | 749,559 | $79.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 703,924 | $74.8M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.6% | 698,711 | $74.3M |
| Adventist Health System/ West | 11.54% | No change | 692,800 | $73.7M |
| Jones Financial Companies LLLP | 0.03% | Add +15.9% | 656,471 | $69.8M |
| Hapanowicz & Associates Financial Services, Inc | 20.33% | Reduce -0.1% | 614,885 | $65.4M |
| Tiaa Trust, National Association | 3.53% | Add +3.1% | 561,004 | $59.6M |
| Silvercrest Asset Management Group LLC | 0.39% | Add +4.4% | 556,587 | $59.2M |
| HighTower Advisors, LLC | 0.05% | Add +3.4% | 523,049 | $55.6M |
| Exchange Traded Concepts, LLC | 0.27% | Add +14.5% | 521,732 | $55.5M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -6.9% | 512,517 | $54.5M |
| Cambridge Associates LLC /Ma/ | 0.78% | Reduce -0.5% | 509,576 | $54.2M |
| Parkside Financial Bank & Trust | 3.02% | Add +4.5% | 416,228 | $44.2M |
| Beacon Pointe Advisors, LLC | 0.20% | Add +47.6% | 409,360 | $43.5M |
| Brio Consultants, LLC | 4.94% | Add +2.5% | 396,710 | $42.2M |
| MML Investors Services, LLC | 0.08% | Add +7.8% | 380,971 | $40.5M |
| Condor Capital Management | 2.95% | Reduce -1.6% | 370,066 | $39.3M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -3.4% | 361,452 | $38.4M |
| Global Retirement Partners, LLC | 0.58% | — | 359,604 | $38.2M |
| Fifth Third Bancorp | 0.06% | Reduce -1.4% | 352,163 | $37.4M |
| Bernardo Wealth Planning LLC | 6.21% | Add +1.7% | 341,766 | $36.3M |
| Cetera Investment Advisers | 0.03% | Add +8.8% | 339,628 | $36.1M |
| Wealth Dimensions Group, Ltd. | 6.32% | Reduce -0.6% | 331,956 | $35.3M |
| Captrust Financial Advisors | 0.05% | Reduce -3.4% | 328,544 | $34.9M |
| Focus Partners Wealth | 0.03% | Reduce -2.6% | 318,543 | $33.9M |
| M&T Bank Corp | 0.10% | Add +2.8% | 310,096 | $33.0M |
| Baird Financial Group, Inc. | 0.05% | Add +0.6% | 309,246 | $32.9M |
| Windward Private Wealth Management Inc. | 10.49% | Add +0.9% | 308,428 | $32.8M |
| Callan Family Office, LLC | 0.59% | Reduce -0.0% | 283,702 | $30.2M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +598.0% | 280,477 | $29.8M |
| Lido Advisors, LLC | 0.11% | Reduce -0.5% | 277,628 | $29.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +21.3% | 276,596 | $29.4M |
| CIBC Bancorp USA Inc. | 0.04% | Add +67.3% | 268,207 | $28.5M |
| TIAA Wealth Investment Management LLC | 0.19% | Add +29.0% | 266,666 | $28.4M |
| Verdence Capital Advisors LLC | 1.49% | Reduce -2.2% | 266,193 | $28.3M |
| Centric Wealth Management | 4.20% | Add +109.1% | 252,918 | $27.0M |
| Commerce Bank | 0.12% | Reduce -8.4% | 252,250 | $26.8M |
| Clearstead Advisors, LLC | 0.25% | Reduce -1.6% | 248,042 | $26.4M |
| FSM Wealth Advisors, LLC | 2.71% | Add +0.8% | 237,335 | $25.2M |
| Financial Synergies Wealth Advisors, Inc. | 1.96% | Reduce -0.5% | 217,227 | $23.1M |
| Waldron Private Wealth LLC | 0.77% | Reduce -2.6% | 209,590 | $22.3M |
| Zhang Financial LLC | 0.65% | Add +226.7% | 208,518 | $22.2M |
| First National Bank of Omaha | 0.57% | Add +28.8% | 190,433 | $20.3M |
| Kickstand Ventures, Llc. | 3.55% | New | 183,726 | $19.5M |
| Arrowroot Family Office, LLC | 5.52% | Add +4.3% | 181,373 | $19.3M |
| Balentine LLC | 0.68% | Reduce -0.1% | 180,082 | $19.1M |
| Marshall Wace, LLP | 0.02% | New | 169,904 | $18.1M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -0.3% | 163,317 | $17.4M |
| Natixis Advisors, LLC | 0.02% | Add +22.7% | 160,083 | $17.0M |
| IFG Advisory, LLC | 0.58% | New | 155,491 | $16.5M |
| Tudor Investment Corporation | 0.06% | Add +677.3% | 147,214 | $15.7M |
| Mariner, LLC | 0.02% | Reduce -38.8% | 143,529 | $15.3M |
| Spartan Wealth Advisory Services LLC | 1.24% | Add +11.7% | 142,453 | $15.1M |
| FourThought Financial Partners, LLC | 1.16% | Add +0.8% | 140,863 | $15.0M |
| Advisor OS, LLC | 0.98% | Add +6.0% | 138,027 | $14.7M |
| MJP Associates Inc. | 1.60% | Add +5.6% | 137,590 | $14.6M |
| Savant Capital, LLC | 0.04% | Add +99.6% | 145,460 | $14.5M |
| Brand Asset Management Group, Inc. | 3.13% | Add +1.1% | 133,036 | $14.1M |
| 71 West Capital Partners | 0.48% | Add +1.5% | 130,521 | $13.9M |
| Alliancebernstein L.P. | 0.00% | New | 146,865 | $13.8M |
| Fifth Third Securities, Inc. | 0.76% | Add +0.1% | 126,048 | $13.4M |
| Wellington Management Group LLP | 0.00% | Reduce -72.4% | 125,115 | $13.3M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -1.4% | 125,097 | $13.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -18.7% | 120,493 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.8% | 118,043 | $12.8M |
| &partners | 0.05% | Add +1.2% | 120,258 | $12.8M |
| Highline Wealth Partners LLC | 2.51% | Add +2.2% | 115,623 | $12.3M |
| New York Life Investment Management LLC | 0.08% | Reduce -35.8% | 105,850 | $11.3M |
| Geneos Wealth Management Inc. | 0.23% | Add +0.5% | 104,939 | $11.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -18.6% | 101,819 | $10.8M |
| NewEdge Advisors, LLC | 0.03% | Add +8.4% | 100,098 | $10.6M |
| TD Private Client Wealth LLC | 0.20% | Add +5.4% | 99,940 | $10.6M |
| One Capital Management, LLC | 0.29% | No change | 111,534 | $10.5M |
| First Merchants Corp. | 0.36% | No change | 97,100 | $10.3M |
| Fund Evaluation Group, LLC | 0.28% | No change | 96,000 | $10.2M |
| Boulder Wealth Advisors, LLC | 3.54% | Add +114.4% | 91,302 | $9.7M |
| Mission Wealth Management, LP | 0.11% | Add +13.5% | 85,387 | $9.1M |
| Prime Buchholz LLC | 3.24% | New | 84,515 | $9.0M |
| Kera Capital Partners, Inc. | 0.86% | Add +10.0% | 83,664 | $8.9M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 83,112 | $8.8M |
| Summit Financial, LLC | 0.09% | Add +1.9% | 79,757 | $8.5M |
| Bokf, NA | 0.12% | Add +11.0% | 79,466 | $8.4M |
| Sentinel Wealth Management, Inc. | 5.93% | Reduce -0.2% | 79,117 | $8.4M |
| Pacific Life Fund Advisors LLC | 0.91% | New | 77,810 | $8.3M |
| Symphony Financial, Ltd. Co. | 0.87% | Add +5.0% | 74,495 | $7.9M |
| Mutual Advisors, LLC | 0.15% | Add +5.5% | 73,681 | $7.8M |
| Aspiriant, LLC | 0.19% | Add +0.2% | 72,474 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +34.5% | 71,603 | $7.6M |
| Brown Advisory Inc. | 0.01% | Reduce -10.6% | 70,594 | $7.5M |
| Kanawha Capital Management LLC | 0.47% | Add +3.5% | 67,659 | $7.2M |
| Integrated Investment Consultants, LLC | 1.41% | Add +17.2% | 72,110 | $7.1M |
| COFG Advisors, LLC | 1.23% | Add +31.9% | 66,948 | $7.1M |
| AMG National Trust Bank | 0.15% | Add +22.7% | 66,696 | $7.1M |
| FMR LLC | 0.00% | Reduce -14.7% | 66,625 | $7.1M |
| Curtis Advisory Group, LLC | 1.36% | Add +1.8% | 65,985 | $7.0M |
| Golden Road Advisors LLC | 3.24% | Reduce -0.1% | 62,907 | $6.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.1% | 62,456 | $6.6M |
| Glenmede Trust Co. NA | 0.03% | Add +4.8% | 60,846 | $6.5M |
| Venture Visionary Partners LLC | 0.18% | New | 60,461 | $6.4M |
| Fidelis Capital Partners, LLC | 0.37% | No change | 60,448 | $6.4M |
| Blair William & Co. | 0.02% | Add +5.1% | 58,324 | $6.2M |
| Focused Wealth Management, Inc | 0.55% | Reduce -0.7% | 58,227 | $6.2M |
| Stifel Financial Corp. | 0.01% | Reduce -18.2% | 57,206 | $6.1M |
| Moran Wealth Management, LLC | 0.16% | Reduce -22.5% | 56,355 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.8% | 54,086 | $5.7M |
| Flow Traders U.S. LLC | 0.23% | Add +63.1% | 53,192 | $5.7M |
| SWAN Capital LLC | 1.89% | Reduce -12.9% | 52,018 | $5.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -6.5% | 51,871 | $5.5M |
| Hegarty Advisors, LLC | 3.73% | Add +2.7% | 50,959 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +4.5% | 50,361 | $5.4M |
| Zacks Investment Management | 0.04% | Add +24.3% | 49,124 | $5.2M |
| Relyea Zuckerberg Hanson LLC | 0.43% | Reduce -0.1% | 48,423 | $5.1M |
| Vance Wealth, LLC | 1.15% | Reduce -5.5% | 47,987 | $5.1M |
| Corundum Group, Inc. | 1.51% | Add +1.4% | 47,826 | $5.1M |
| XML Financial, LLC | 0.37% | Add +7.7% | 47,665 | $5.1M |
| Smartleaf Asset Management LLC | 0.16% | No change | 47,256 | $5.0M |
| Optas, LLC | 0.69% | Reduce -8.7% | 46,604 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +309.5% | 46,434 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.6% | 45,656 | $4.9M |
| Jordan Park Group LLC | 0.24% | Reduce -20.4% | 45,389 | $4.8M |
| Leuthold Group, LLC | 0.48% | No change | 45,234 | $4.8M |
| Verus Wealth Management, LLC | 3.94% | Add +0.7% | 44,936 | $4.8M |
| RFG Advisory, LLC | 0.07% | Reduce -6.1% | 44,814 | $4.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.16% | No change | 44,595 | $4.7M |
| National Philanthropic Trust | 0.07% | New | 44,327 | $4.7M |
| MetLife Investment Management, LLC | 0.02% | No change | 43,874 | $4.7M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -7.8% | 43,559 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -88.7% | 42,724 | $4.5M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -7.8% | 42,363 | $4.5M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +4.3% | 41,904 | $4.5M |
| Tennessee Valley Asset Management Partners | 0.49% | Add +1.1% | 41,433 | $4.4M |
| MAI Capital Management | 0.02% | Add +0.9% | 40,555 | $4.3M |
| HSBC Holdings PLC | 0.00% | Add +2.6% | 40,166 | $4.3M |
| Rialto Wealth Management, LLC | 0.83% | Reduce -2.1% | 39,578 | $4.2M |
| Sage Mountain Advisors LLC | 0.25% | No change | 38,239 | $4.1M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -2.0% | 37,527 | $4.0M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -1.9% | 36,940 | $3.9M |
| Westshore Wealth, LLC | 1.20% | Reduce -11.4% | 36,407 | $3.9M |
| WFA of San Diego, LLC | 3.15% | Add +8.5% | 33,800 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +66.3% | 35,717 | $3.8M |
| Diversified Enterprises, LLC | 0.18% | Add +0.6% | 35,689 | $3.8M |
| Arax Advisory Partners | 0.03% | Add +97.4% | 35,565 | $3.8M |
| Modera Wealth Management, LLC | 0.04% | Reduce -2.1% | 35,535 | $3.8M |
| First Manhattan Co. Llc. | 0.01% | Add +1.2% | 35,420 | $3.8M |
| Valpey Financial Services, LLC | 2.23% | Reduce -2.5% | 35,223 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +19.4% | 35,141 | $3.7M |
| Fulton Bank, N.A. | 0.11% | Add +0.0% | 34,846 | $3.7M |
| AQR Capital Management | 0.00% | Add +45.5% | 34,826 | $3.7M |
| Renaissance Technologies | 0.01% | Reduce -58.9% | 34,800 | $3.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +2.6% | 32,624 | $3.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.3% | 31,519 | $3.4M |
| HB Wealth Management, LLC | 0.02% | Add +0.1% | 31,094 | $3.3M |
| Money Concepts Capital Corp. | 0.15% | Add +12.3% | 30,744 | $3.3M |
| Indivisible Partners | 0.18% | Reduce -3.0% | 29,784 | $3.2M |
| LBJ Family Wealth Advisors, Ltd. | 1.61% | Reduce -0.1% | 29,639 | $3.2M |
| World Investment Advisors | 0.05% | Reduce -3.7% | 32,298 | $3.1M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +3.2% | 28,889 | $3.1M |
| GeoWealth Management, LLC | 0.10% | Add +8.5% | 28,418 | $3.0M |
| Bank of Montreal | 0.00% | Add +21.9% | 28,407 | $3.0M |
| Axis Wealth Partners, LLC | 1.43% | Add +1.1% | 28,101 | $3.0M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -5.4% | 27,937 | $3.0M |
| Private Trust Co. NA | 0.23% | Add +4.5% | 26,468 | $2.8M |
| Sapient Capital LLC | 0.04% | Add +62.0% | 25,504 | $2.7M |
| Aurelius Family Office LLC | 1.05% | Reduce -6.8% | 25,088 | $2.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +94.9% | 24,822 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.4% | 24,605 | $2.6M |
| Winthrop Advisory Group LLC | 0.18% | Add +43.3% | 24,465 | $2.6M |
| Aprio Wealth Management, LLC | 0.13% | Add +337.8% | 24,457 | $2.6M |
| Embree Financial Group | 0.26% | No change | 24,274 | $2.6M |
| Wedmont Private Capital | 0.07% | Reduce -7.1% | 23,465 | $2.5M |
| Brightwater Advisory LLC | 1.60% | Reduce -0.9% | 23,766 | $2.5M |
| Inspire Advisors, LLC | 0.17% | Add +91.2% | 23,534 | $2.5M |
| Envision Financial LLC | 1.14% | Reduce -10.5% | 23,231 | $2.5M |
| Fortitude Family Office, LLC | 0.48% | No change | 23,100 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -82.9% | 22,784 | $2.4M |
| Lee, Kelleher & Klein Wealth Management | 1.26% | Reduce -5.2% | 22,606 | $2.4M |
| WESPAC Advisors, LLC | 1.17% | Reduce -3.1% | 22,586 | $2.4M |
| Aureus Asset Management, LLC | 0.14% | No change | 21,858 | $2.3M |
| Cairn Investment Group, Inc. | 1.02% | Reduce -0.7% | 21,752 | $2.3M |
| Institute for Wealth Management, LLC. | 0.20% | Reduce -0.6% | 21,451 | $2.3M |
| LPWM LLC | 0.49% | Add +11.8% | 20,916 | $2.2M |
| Ridgewood Investments LLC | 0.83% | Reduce -0.4% | 20,758 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.9% | 20,153 | $2.1M |
| Bruce G. Allen Investments, LLC | 1.36% | No change | 20,075 | $2.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.1% | 20,007 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.1% | 19,832 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +5.1% | 19,454 | $2.1M |
| M3 Advisory Group, LLC | 1.07% | Reduce -0.0% | 19,416 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 18,574 | $2.0M |
| Americana Partners, LLC | 0.04% | Add +11.9% | 18,536 | $2.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 18,114 | $1.9M |
| Accurate Wealth Management, LLC | 0.18% | Add +14.0% | 17,667 | $1.9M |
| Cozad Asset Management Inc. | 0.12% | Add +0.4% | 17,944 | $1.9M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +19.9% | 17,903 | $1.9M |
| Goelzer Investment Management, Inc. | 0.08% | Reduce -8.6% | 17,646 | $1.9M |
| Clarion Wealth Managment Partners, LLC | 1.51% | Add +1.7% | 17,590 | $1.9M |
| Atlanta Consulting Group Advisors, LLC | 0.30% | Add +21.2% | 17,535 | $1.9M |
| Legacy Edge Advisors, LLC | 0.17% | Reduce -2.0% | 17,452 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +3.1% | 17,074 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +46.6% | 16,525 | $1.8M |
| Arbor Investment Advisors, LLC | 0.20% | Add +1.5% | 16,372 | $1.7M |
| Horizon Investment Services, LLC | 0.47% | No change | 15,957 | $1.7M |
| Diversified Portfolios, Inc. | 0.12% | No change | 15,929 | $1.7M |
| Highland Capital Management, LLC | 0.08% | Add +33.8% | 15,682 | $1.7M |
| Freedom Investment Management, Inc. | 0.46% | Reduce -10.7% | 15,576 | $1.7M |
| Nadler Financial Group, Inc. | 0.14% | Add +0.3% | 15,435 | $1.6M |
| HUB Investment Partners, LLC | 0.03% | Add +3.2% | 15,173 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.51% | No change | 15,026 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.8% | 14,689 | $1.6M |
| Roffman Miller Associates Inc. | 0.08% | Add +0.3% | 14,797 | $1.6M |
| Macroview Investment Management LLC | 0.97% | Reduce -2.4% | 14,650 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +39.8% | 14,506 | $1.5M |
| First Horizon Corp. | 0.06% | Add +1.4% | 14,389 | $1.5M |
| Gotham Asset Management | 0.00% | No change | 14,366 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +30.9% | 14,125 | $1.5M |
| 1900 Wealth Management LLC | 0.08% | No change | 13,999 | $1.5M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +2.4% | 13,911 | $1.5M |
| Verum Partners LLC | 0.22% | Reduce -1.8% | 13,814 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -39.1% | 13,814 | $1.5M |
| NorthRock Partners, LLC | 0.02% | Add +4.9% | 13,666 | $1.5M |
| Bleakley Financial Group, LLC | 0.02% | Add +9.0% | 13,197 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -74.8% | 12,842 | $1.4M |
| Trilogy Capital Inc. | 0.05% | Reduce -5.2% | 12,385 | $1.3M |
| Baker Boyer National Bank | 0.36% | No change | 12,379 | $1.3M |
| Fiduciary Financial Advisors | 0.13% | New | 12,358 | $1.3M |
| Ieq Capital, LLC | 0.01% | Reduce -84.0% | 12,168 | $1.3M |
| Asempa Wealth Advisors | 0.97% | Add +4.8% | 11,974 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 11,973 | $1.3M |
| Davidson Trust Co. | 0.49% | Add +0.3% | 11,891 | $1.3M |
| Investment Partners, LTD. | 0.39% | Add +24.9% | 11,872 | $1.3M |
| JFS Wealth Advisors, LLC | 0.06% | No change | 11,556 | $1.2M |
| Ballentine Partners, LLC | 0.01% | No change | 11,516 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.21% | Reduce -12.7% | 11,503 | $1.2M |
| Monument Capital Management | 0.24% | New | 11,406 | $1.2M |
| VestGen Advisors, LLC | 0.04% | Reduce -0.7% | 11,353 | $1.2M |
| Andina Capital Management, LLC | 1.97% | Reduce -55.2% | 11,266 | $1.2M |
| Miller Capital Partners, Inc. | 0.47% | Reduce -2.8% | 11,217 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +1.9% | 11,191 | $1.2M |
| Summit Wealth Group LLC / Co. | 0.10% | Add +5.9% | 11,027 | $1.2M |
| SCS Capital Management LLC | 0.01% | Reduce -8.7% | 10,988 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.42% | Reduce -0.0% | 10,787 | $1.2M |
| Curi Capital, LLC | 0.02% | Reduce -0.5% | 10,976 | $1.2M |
| Avior Wealth Management, LLC | 0.03% | Add +0.4% | 10,758 | $1.1M |
| Indiana Trust & Investment Management Co | 0.31% | No change | 10,596 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Reduce -0.3% | 10,500 | $1.1M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -4.7% | 10,445 | $1.1M |
| Scratch Capital LLC | 0.55% | No change | 10,391 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +265.9% | 10,321 | $1.1M |
| TRUE Private Wealth Advisors | 0.09% | Add +0.8% | 10,315 | $1.1M |
| CBIZ Investment Advisory Services, LLC | 0.04% | No change | 11,672 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -7.8% | 10,128 | $1.1M |
| KTF Investments, LLC | 0.11% | Reduce -21.8% | 10,100 | $1.1M |
| Vise Technologies, Inc. | 0.01% | New | 10,049 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +20.1% | 10,022 | $1.1M |
| Verus Capital Partners, LLC | 0.06% | Add +2.9% | 9,982 | $1.1M |
| City Holding Co. | 0.12% | No change | 9,903 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | New | 9,791 | $1.0M |
| Chicago Capital, LLC | 0.02% | No change | 9,709 | $1.0M |
| Elevatus Welath Management | 0.25% | Add +0.3% | 9,527 | $1.0M |
| Tower Bridge Advisors | 0.09% | Reduce -2.2% | 9,407 | $1.0M |
| IMA Advisory Services, Inc. | 0.06% | New | 9,404 | $1000K |
| CreativeOne Wealth, LLC | 0.02% | Add +0.6% | 9,369 | $996K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.1% | 9,263 | $985K |
| Keybank National Association | 0.00% | Reduce -11.3% | 9,004 | $957K |
| Merit Financial Group, LLC | 0.01% | Reduce -14.2% | 8,939 | $950K |
| Braun-Bostich & Associates Inc. | 0.53% | Reduce -0.5% | 8,921 | $948K |
| DiNuzzo Private Wealth, Inc. | 0.09% | No change | 8,904 | $947K |
| Fragasso Financial Advisors Inc | 0.05% | Add +52.1% | 8,732 | $928K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,683 | $923K |
| Composition Wealth, LLC | 0.01% | No change | 8,651 | $920K |
| Clare Market Investments LLC | 0.17% | Reduce -5.5% | 8,570 | $911K |
| Calydon Capital | 0.13% | No change | 8,548 | $909K |
| Kings Path Partners LLC | 0.24% | No change | 8,420 | $895K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.4% | 8,370 | $890K |
| US Bancorp \de | 0.00% | Add +27.0% | 8,357 | $888K |
| Berkshire Asset Management LLC | 0.03% | Reduce -1.1% | 8,043 | $855K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.2% | 8,042 | $855K |
| Hirtle & Co., LLC | 0.03% | No change | 7,952 | $845K |
| Diversified Trust Co. | 0.01% | Add +0.2% | 7,898 | $840K |
| Essex Bank | 0.18% | Reduce -5.0% | 7,860 | $836K |
| Seven Post Investment Office LP | 0.24% | No change | 7,825 | $832K |
| Qube Research & Technologies Ltd | 0.00% | Add +1225.4% | 7,608 | $809K |
| Sigma Planning Corp | 0.02% | Add +0.3% | 7,529 | $800K |
| NewEdge Wealth, LLC | 0.01% | New | 7,524 | $800K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -3.8% | 7,509 | $800K |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 7,477 | $795K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 7,459 | $793K |
| Principal Securities, Inc. | 0.01% | Reduce -17.5% | 7,455 | $793K |
| Quent Capital, LLC | 0.05% | No change | 7,450 | $792K |
| Choreo, LLC | 0.01% | Reduce -14.5% | 7,305 | $777K |
| HighPoint Advisor Group LLC | 0.03% | New | 7,287 | $775K |
| Coastal Bridge Advisors, LLC | 0.05% | Reduce -2.1% | 7,239 | $770K |
| Transcend Capital Advisors, LLC | 0.05% | No change | 7,201 | $766K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.2% | 7,190 | $764K |
| Arsenal Capital Advisors LLC | 0.45% | Add +2.1% | 7,114 | $756K |
| Headlands Technologies LLC | 0.08% | New | 6,953 | $739K |
| Capital Planning LLC | 0.22% | No change | 6,952 | $739K |
| 1832 Asset Management L.P. | 0.00% | Add +91.1% | 6,919 | $736K |
| Stableford Capital II LLC | 0.25% | Reduce -65.8% | 6,908 | $734K |
| Perennial Investment Advisors, LLC | 0.05% | Add +6.5% | 6,823 | $725K |
| Parallel Advisors, LLC | 0.01% | No change | 6,690 | $711K |
| Savvy Advisors, Inc. | 0.02% | Add +139.9% | 6,677 | $710K |
| Balboa Wealth Partners | 0.10% | Add +15.8% | 6,643 | $706K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +2.7% | 6,635 | $705K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 6,623 | $704K |
| Navigation Wealth Management, Inc. | 0.96% | Add +5.7% | 6,541 | $695K |
| Sovran Advisors, LLC | 0.05% | Add +65.9% | 6,255 | $691K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -0.3% | 6,476 | $688K |
| Western Wealth Management, LLC | 0.02% | Reduce -60.4% | 6,421 | $683K |
| Essex Financial Services, Inc. | 0.03% | No change | 6,407 | $681K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.4% | 6,386 | $679K |
| Strategic Blueprint, LLC | 0.03% | Reduce -14.8% | 6,277 | $667K |
| Moneco Advisors, LLC | 0.04% | Add +1.5% | 6,226 | $662K |
| Arvest Bank Trust Division | 0.03% | Add +5.6% | 6,187 | $658K |
| Nicolet Bankshares Inc. | 0.02% | New | 6,062 | $657K |
| Resolute Wealth Strategies, LLC | 0.25% | Add +0.3% | 6,117 | $650K |
| Inman Jager Wealth Management, LLC | 0.35% | Add +3.0% | 6,102 | $649K |
| First American Bank | 0.04% | Add +0.9% | 6,063 | $645K |
| Harbour Investments, Inc. | 0.01% | Add +5.1% | 6,045 | $643K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 5,970 | $635K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,916 | $629K |
| Brown Brothers Harriman & Co. | 0.00% | Add +8.5% | 5,894 | $627K |
| Wedbush Securities Inc. | 0.02% | Add +44.0% | 5,661 | $602K |
| LifeGuide Financial Advisors, LLC | 0.17% | No change | 5,651 | $601K |
| Integrity Wealth Solutions LLC | 0.22% | Reduce -18.6% | 5,480 | $583K |
| Ignite Planners, LLC | 0.08% | Reduce -27.5% | 5,308 | $564K |
| Nottingham Advisors, Inc. | 0.07% | No change | 5,200 | $563K |
| Kendall Capital Management | 0.09% | New | 5,281 | $561K |
| Gemmer Asset Management LLC | 0.04% | No change | 5,274 | $561K |
| Eagle Wealth Strategies LLC | 0.21% | Add +2.9% | 5,231 | $556K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | Add +50.1% | 5,215 | $554K |
| Independent Financial Group, LLC | 0.01% | New | 5,192 | $552K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 5,171 | $550K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,171 | $550K |
| Naples Global Advisors, LLC | 0.03% | Add +17.2% | 5,169 | $549K |
| Clark Capital Management Group, Inc. | 0.00% | Add +0.5% | 5,158 | $548K |
| Sowell Financial Services LLC | 0.02% | New | 5,145 | $547K |
| Rodgers & Associates, LTD | 0.05% | Reduce -31.9% | 5,117 | $544K |
| MW Advisory, LLC | 0.22% | — | 5,098 | $542K |
| TCW Group Inc. | 0.00% | New | 5,075 | $540K |
| PGIM Custom Harvest LLC | 0.01% | New | 5,063 | $538K |
| Waverly Advisors, LLC | 0.00% | Reduce -22.8% | 5,009 | $532K |
| Two Sigma Securities, LLC | 0.05% | New | 4,973 | $529K |
| Centerline Wealth Advisors, LLC | 0.17% | Add +8.6% | 4,970 | $528K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -13.2% | 4,960 | $527K |
| Proficio Capital Partners LLC | 0.02% | No change | 4,940 | $525K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -2.1% | 4,700 | $524K |
| Granite Bay Wealth Management, LLC | 0.05% | New | 4,892 | $520K |
| Carrera Capital Advisors | 0.08% | New | 4,876 | $518K |
| Keeler Thomas Management LLC | 0.18% | New | 4,871 | $518K |
| Mraz, Amerine & Associates, Inc. | 0.07% | Reduce -2.7% | 4,794 | $510K |
| Hobbs Group Advisors, LLC | 0.13% | Add +0.0% | 4,681 | $498K |
| Visionary Horizons, LLC | 0.21% | Add +4.3% | 4,659 | $495K |
| HRT Financial LP | 0.00% | New | 4,640 | $493K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.8% | 4,607 | $490K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,594 | $488K |
| Flaharty Asset Management, LLC | 0.70% | Reduce -36.7% | 4,499 | $487K |
| Junk Investment Group, LLC | 0.21% | Add +15.2% | 4,525 | $481K |
| Caprock Group, LLC | 0.01% | New | 4,516 | $480K |
| Johnson Investment Counsel Inc. | 0.00% | Add +23.0% | 4,480 | $476K |
| Rothschild Wealth LLC | 0.04% | Reduce -1.2% | 4,470 | $475K |
| Foguth Wealth Management, LLC. | 0.05% | New | 4,334 | $469K |
| Founders Financial Alliance, LLC | 0.06% | Add +4.8% | 4,313 | $459K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -9.0% | 4,313 | $459K |
| Financial Life Planners | 0.29% | Reduce -1.5% | 4,292 | $456K |
| Financial Guidance Group, Inc. | 0.17% | No change | 4,284 | $455K |
| Northbridge Financial Group, LLC | 0.17% | Reduce -22.1% | 4,221 | $449K |
| Fiducient Advisors LLC | 0.06% | Reduce -5.9% | 4,208 | $447K |
| Johnson Financial Group, LLC | 0.02% | No change | 4,172 | $444K |
| Absolute Capital Management, LLC | 0.11% | Add +48.2% | 4,152 | $441K |
| Intrua Financial, LLC | 0.04% | Add +17.3% | 4,089 | $435K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.29% | Add +6.2% | 4,080 | $434K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | No change | 4,079 | $434K |
| Tidemark, LLC | 0.10% | Add +6.0% | 4,073 | $433K |
| RFG Holdings, Inc. | 0.09% | Add +0.3% | 4,019 | $427K |
| Vestia Personal Wealth Advisors | 0.17% | Add +0.3% | 3,981 | $423K |
| Mgo One Seven LLC | 0.01% | Reduce -2.8% | 3,968 | $422K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.06% | Add +0.4% | 3,954 | $420K |
| Balefire, LLC | 0.07% | Reduce -5.3% | 3,919 | $417K |
| Csenge Advisory Group | 0.02% | Add +29.9% | 3,892 | $414K |
| Collaborative Wealth Managment Inc. | 0.17% | No change | 3,891 | $414K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.6% | 3,889 | $413K |
| Mullaney, Keating & Wright, Inc. | 0.20% | Add +0.2% | 3,823 | $406K |
| Kelsey Financial, LLC | 0.31% | Reduce -20.0% | 3,821 | $406K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.6% | 3,791 | $403K |
| Avalon Capital Management | 0.10% | No change | 3,781 | $402K |
| Affiance Financial, LLC | 0.06% | No change | 3,761 | $400K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.3% | 3,723 | $396K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +1.8% | 3,698 | $393K |
| Northern Trust Corp. | 0.00% | Add +4.0% | 3,651 | $388K |
| Atria Investments, Inc | 0.00% | New | 3,641 | $387K |
| Silvia McColl Wealth Management, LLC | 0.23% | No change | 3,630 | $386K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -5.5% | 3,623 | $385K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.4% | 3,587 | $381K |
| MidFirst Bank | 0.03% | No change | 3,520 | $374K |
| Kingsview Wealth Management, LLC | 0.00% | Add +0.1% | 3,511 | $373K |
| M1 Capital Management LLC | 0.14% | Reduce -27.3% | 3,482 | $370K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.0% | 3,477 | $370K |
| CSM Advisors, LLC | 0.01% | Reduce -1.8% | 3,460 | $368K |
| Bridges Investment Management Inc. | 0.00% | No change | 3,444 | $366K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -0.9% | 3,438 | $366K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +15.2% | 3,378 | $359K |
| MCF Advisors LLC | 0.01% | Add +142.1% | 3,370 | $358K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,316 | $353K |
| Vicus Capital | 0.02% | Add +1.9% | 3,315 | $352K |
| Bingham Private Wealth, LLC | 0.24% | No change | 3,313 | $352K |
| Vanguard Advisers Inc. | 0.00% | Add +7.8% | 3,221 | $342K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.0% | 3,220 | $342K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -3.1% | 3,218 | $342K |
| Tranquility Partners, LLC | 0.11% | No change | 3,138 | $334K |
| Hardin Capital Partners, LLC | 0.15% | New | 3,105 | $331K |
| Bessemer Group Inc. | 0.00% | Add +9.4% | 3,099 | $329K |
| Avail Investment Partners, LLC | 0.25% | No change | 3,070 | $326K |
| Investment Research Partners LLC | 0.11% | No change | 3,070 | $326K |
| Clarendon Private LLC | 0.21% | Add +0.4% | 3,046 | $324K |
| Compton Financial Group, LLC | 0.06% | No change | 3,018 | $321K |
| Regions Financial Corp. | 0.00% | Add +27.6% | 3,013 | $320K |
| NTV Asset Management LLC | 0.03% | No change | 3,000 | $319K |
| Unique Wealth, LLC | 0.04% | Add +26.9% | 2,999 | $319K |
| AE Wealth Management LLC | 0.00% | Add +30.3% | 2,990 | $318K |
| Wealth Architects, LLC | 0.03% | Reduce -23.6% | 2,989 | $318K |
| Independent Advisor Alliance | 0.01% | Reduce -83.4% | 2,962 | $315K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -4.0% | 2,920 | $310K |
| Facet Wealth, Inc. | 0.00% | New | 2,914 | $310K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +0.4% | 2,900 | $308K |
| Simplicity Wealth,LLC | 0.01% | Reduce -1.8% | 2,887 | $307K |
| Petix & Botte Co | 0.06% | New | 2,872 | $305K |
| Braun Stacey Associates Inc. | 0.01% | Reduce -11.8% | 2,850 | $303K |
| StoneX Group Inc. | 0.01% | New | 2,865 | $302K |
| Plancorp, LLC | 0.01% | Reduce -6.4% | 2,772 | $301K |
| Prudent Man Advisors, LLC | 0.07% | Reduce -22.4% | 2,830 | $301K |
| Range Advisory, LLC | 0.04% | New | 2,810 | $299K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.4% | 2,800 | $298K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -63.8% | 2,794 | $297K |
| Greenspring Advisors, LLC | 0.02% | No change | 2,791 | $297K |
| Midwest Trust Co | 0.00% | No change | 2,735 | $291K |
| Legacy Wealth Asset Management, LLC | 0.06% | No change | 2,728 | $290K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 2,713 | $288K |
| Signal Advisors Wealth, LLC | 0.01% | New | 2,687 | $286K |
| W Advisors, LLC | 0.13% | No change | 2,683 | $285K |
| FWG Investments, LLC. | 0.15% | Reduce -45.4% | 2,651 | $282K |
| Noble Wealth Partners LLC | 0.24% | — | 2,649 | $282K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -24.4% | 2,648 | $281K |
| QRG Capital Management, Inc. | 0.00% | Add +13.1% | 2,640 | $281K |
| Princeton Global Asset Management LLC | 0.04% | Add +1.1% | 2,580 | $274K |
| Maridea Wealth Management LLC | 0.03% | New | 2,578 | $274K |
| CWC Advisors, LLC. | 0.12% | Add +1.7% | 2,570 | $273K |
| Gen-Wealth Partners Inc | 0.08% | No change | 2,570 | $273K |
| Sei Investments Co. | 0.00% | New | 2,551 | $271K |
| Financial Life Advisors | 0.08% | No change | 2,537 | $270K |
| BOS Asset Management, LLC | 0.06% | Add +10.1% | 2,526 | $269K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +11.1% | 2,521 | $268K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -32.7% | 2,519 | $268K |
| Evermay Wealth Management LLC | 0.03% | New | 2,512 | $267K |
| Coppell Advisory Solutions LLC | 0.02% | New | 3,837 | $264K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,450 | $260K |
| Ellenbecker Investment Group | 0.03% | New | 2,421 | $257K |
| Xcelsior Advisor Partners LLC | 0.03% | Reduce -1.8% | 2,392 | $254K |
| Key Financial Inc | 0.04% | No change | 2,361 | $251K |
| Gordian Advisors LLC | 0.15% | New | 2,358 | $251K |
| Paragon Private Wealth Management, LLC | 0.06% | Add +2.1% | 2,323 | $247K |
| Anson Capital, Inc. | 0.16% | Add +1.5% | 2,292 | $244K |
| Newport Capital Group, LLC | 0.14% | Reduce -0.9% | 2,282 | $243K |
| Lynch Investment Planning, LLC | 0.19% | Add +0.3% | 2,266 | $241K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -5.3% | 2,261 | $240K |
| Trexquant Investment LP | 0.00% | New | 2,259 | $240K |
| PKS Advisory Services, LLC | 0.04% | New | 2,256 | $240K |
| Goldstein Advisors, LLC | 0.02% | Reduce -63.0% | 2,253 | $240K |
| Convergence Financial, LLC | 0.02% | Reduce -8.3% | 2,240 | $238K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,228 | $237K |
| CoreCap Advisors, LLC | 0.01% | Reduce -40.6% | 2,204 | $234K |
| Strategic Financial Services, Inc. | 0.01% | No change | 2,200 | $234K |
| Base Wealth Management LLC | 0.11% | Reduce -9.2% | 2,189 | $233K |
| New Covenant Trust Company, N.A. | 0.17% | No change | 2,184 | $232K |
| Occidental Asset Management, LLC | 0.02% | No change | 2,174 | $231K |
| Level Financial Advisors | 0.05% | No change | 2,162 | $230K |
| Eq LLC | 0.06% | No change | 2,145 | $228K |
| DecisionMap Wealth Management, LLC | 0.13% | Reduce -5.5% | 2,129 | $226K |
| Legacy Bridge, LLC | 0.07% | No change | 2,113 | $225K |
| Foster Group, Inc. | 0.01% | New | 2,080 | $221K |
| Stonebridge Financial Group, LLC | 0.03% | — | 2,088 | $221K |
| Interchange Capital Partners, LLC | 0.04% | New | 2,105 | $221K |
| Jacobs & Co. | 0.02% | New | 2,070 | $220K |
| XY Planning Network, Inc. | 0.03% | New | 2,049 | $218K |
| Modern Wealth Management, LLC | 0.00% | Reduce -15.3% | 2,029 | $216K |
| Park Capital Management, LLC / WI | 0.13% | New | 2,000 | $213K |
| Checchi Capital Advisers, LLC | 0.01% | New | 1,994 | $212K |
| Disciplina Capital Management LLC | 0.02% | No change | 1,985 | $211K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 1,951 | $207K |
| MSH Capital Advisors LLC | 0.04% | New | 1,941 | $206K |
| Avant Capital LLC | 0.13% | New | 1,935 | $206K |
| Alteri Wealth LLC | 0.06% | Reduce -26.8% | 1,933 | $205K |
| Altrius Capital Management Inc | 0.04% | New | 1,919 | $204K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 1,904 | $202K |
| Wernau Asset Management Inc. | 0.19% | New | 1,885 | $200K |
| Fairman Group, LLC | 0.16% | New | 1,876 | $199K |
| Asset Management One Co., Ltd. | 0.00% | Add +54.1% | 1,841 | $196K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 1,800 | $191K |
| Fairway Wealth LLC | 0.04% | Add +6.4% | 1,727 | $184K |
| Realta Investment Advisors | 0.06% | New | 1,710 | $182K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.8% | 1,683 | $179K |
| Hilton Head Capital Partners, LLC | 0.09% | Add +0.1% | 1,670 | $178K |
| Rossby Financial, LCC | 0.03% | Reduce -32.8% | 1,550 | $165K |
| Assetmark, Inc. | 0.00% | Add +7.7% | 1,543 | $164K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,507 | $160K |
| Rice Partnership, LLC | 0.02% | New | 1,486 | $158K |
| IFP Advisors, Inc | 0.00% | Add +143.5% | 1,449 | $154K |
| Zions Bancorporation, National Association | 0.01% | New | 1,436 | $153K |
| Centaurus Financial, Inc. | 0.01% | Reduce -41.4% | 1,385 | $147K |
| Hager Investment Management Services, LLC | 0.06% | Reduce -5.4% | 1,226 | $130K |
| Private Wealth Management Group, LLC | 0.03% | No change | 1,218 | $129K |
| Archer Investment Corp | 0.02% | Reduce -5.5% | 1,176 | $125K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,037 | $110K |
| CENTRAL TRUST Co | 0.00% | Reduce -7.0% | 990 | $105K |
| International Assets Investment Management, LLC | 0.01% | No change | 960 | $103K |
| Greykasell Wealth Strategies, Inc. | 0.04% | No change | 946 | $101K |
| Blue Trust, Inc. | 0.00% | Reduce -86.5% | 932 | $99K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 858 | $91K |
| HHM Wealth Advisors, LLC | 0.01% | Add +308.8% | 834 | $89K |
| Bogart Wealth, LLC | 0.00% | No change | 817 | $87K |
| SHP Wealth Management | 0.01% | New | 799 | $85K |
| Victory Capital Management Inc. | 0.00% | Add +40.9% | 792 | $84K |
| Allied Private Wealth LLC | 0.05% | — | 776 | $83K |
| Maseco LLP | 0.00% | Add +0.4% | 760 | $81K |
| Newton One Investments LLC | 0.02% | Reduce -1.9% | 740 | $79K |
| Proathlete Wealth Management LLC | 0.02% | No change | 694 | $74K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -5.2% | 672 | $71K |
| Bell Investment Advisors, Inc | 0.01% | No change | 637 | $68K |
| Steph & Co. | 0.02% | No change | 632 | $67K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 626 | $66K |
| Bfsg, LLC | 0.01% | No change | 598 | $64K |
| Sittner & Nelson, LLC | 0.02% | No change | 586 | $62K |
| City State Bank | 0.01% | No change | 586 | $62K |
| Operose Advisors LLC | 0.01% | Add +0.5% | 580 | $62K |
| Crews Bank & Trust | 0.01% | No change | 565 | $60K |
| NFSG Corp | 0.01% | Add +13.6% | 517 | $55K |
| Ancora Advisors LLC | 0.00% | Reduce -20.2% | 487 | $52K |
| Alpine Bank Wealth Management | 0.01% | New | 460 | $49K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 452 | $48K |
| Register Financial Advisors LLC | 0.01% | No change | 432 | $46K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +0.2% | 421 | $45K |
| Consultiva Wealth Management, Corp. | 0.09% | Add +126.5% | 385 | $41K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -82.7% | 366 | $39K |
| Maryland Capital Advisors Inc. | 0.01% | — | 350 | $37K |
| Creative Financial Designs Inc. | 0.00% | Add +92.7% | 345 | $37K |
| Horizon Investments, LLC | 0.00% | Reduce -19.9% | 322 | $34K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 306 | $33K |
| Providence Capital Advisors, LLC | 0.00% | New | 303 | $32K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 300 | $32K |
| Synergy Investment Management, LLC | 0.01% | Reduce -7.9% | 290 | $31K |
| Insight Inv LLC | 0.01% | No change | 287 | $31K |
| Mather Group, Llc. | 0.00% | No change | 284 | $30K |
| YANKCOM Partnership | 0.01% | No change | 269 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 264 | $28K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 246 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 239 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 229 | $24K |
| Piscataqua Savings Bank | 0.02% | No change | 216 | $23K |
| Olistico Wealth, LLC | 0.01% | No change | 211 | $22K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 200 | $21K |
| TD Waterhouse Canada Inc. | 0.00% | Add +107.5% | 193 | $21K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.9% | 190 | $20K |
| Trust Co. of Vermont | 0.00% | — | 188 | $20K |
| Versant Capital Management, Inc | 0.00% | No change | 170 | $18K |
| Addison Advisors LLC | 0.01% | Reduce -96.1% | 165 | $18K |
| Signature Equity Partners, LLC | 0.01% | Add +0.6% | 163 | $17K |
| LGT Financial Advisors LLC | 0.09% | No change | 160 | $17K |
| Bayban | 0.01% | No change | 160 | $17K |
| CDKV Holdings LLC | 0.01% | No change | 159 | $17K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.00% | New | 150 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 151 | $16K |
| GGM Financial LLC | 0.01% | New | 150 | $16K |
| Lodestone Wealth Management LLC | 0.00% | No change | 131 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 126 | $13K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 145 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $13K |
| Eastern Bank | 0.00% | No change | 107 | $11K |
| Triumph Capital Management | 0.00% | No change | 94 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 86 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 73 | $8K |
| Rothschild Investment LLC | 0.00% | Add +1.4% | 72 | $8K |
| LifeSteps Financial, Inc. | 0.00% | New | 67 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 60 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 49 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 46 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 42 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 42 | $4K |
| Compass Financial Management LLC | 0.00% | — | 41 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | New | 39 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | New | 39 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 38 | $4K |
| Beutel, Goodman & Co Ltd. | 0.00% | Add +81.3% | 29 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 28 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 28 | $3K |
| Fairscale Capital, LLC | 0.00% | No change | 24 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 20 | $2K |
| Valley Wealth Managers, Inc. | 0.00% | New | 19 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 10 | $1K |
| Centennial Bank | 0.00% | No change | 3 | $319 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 3 | $319 |
| Hantz Financial Services, Inc. | 0.00% | No change | 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.