Vanguard S&P 500 Growth ETFVOOGETF
13F holders, Q1 2026 (March 31)686holders −17
61new positions
72sold out
4famous investors
$398.23avg. 13F price*
At the end of Q1 2026, 686 institutions reported holding Vanguard S&P 500 Growth ETF (VOOG) in their 13F filings, down 17 from Q4 2025. 61 opened new positions and 72 sold out. The largest holders were JPMorgan Chase & Co. ($852.4M), Morgan Stanley ($363.0M) and Bank of America Corp. ($267.4M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard S&P 500 Growth ETF
- CUSIP
- 921932505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $124.7M |
| Exits | 72 | $54.1M |
All 13F filers, Q4 2025 → Q1 2026: 984,324 shares bought and 962,890 shares sold, net +21,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| JPMorgan Chase & Co. | 0.06% | Reduce -0.1% | 2,174,927 | $852.4M |
| Morgan Stanley | 0.02% | Add +4.9% | 890,400 | $363.0M |
| Bank of America Corp. | 0.02% | Reduce -2.7% | 655,893 | $267.4M |
| UBS Group AG | 0.05% | Add +0.0% | 622,304 | $253.7M |
| LPL Financial LLC | 0.06% | Reduce -1.4% | 573,515 | $233.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +7.0% | 402,674 | $164.2M |
| Ameriprise Financial Inc. | 0.03% | Add +0.0% | 312,762 | $127.3M |
| TD Private Client Wealth LLC | 2.26% | Add +4.0% | 266,977 | $108.8M |
| Raymond James Financial Inc. | 0.03% | Add +31.9% | 234,029 | $95.4M |
| Two Sigma Investments, LP | 0.08% | New | 229,820 | $93.7M |
| Corient Private Wealth LP | 0.12% | Reduce -4.9% | 213,352 | $87.0M |
| Wells Fargo & Company | 0.02% | Reduce -8.3% | 189,287 | $77.2M |
| Osaic Holdings, Inc. | 0.11% | Reduce -4.5% | 187,041 | $76.4M |
| Arista Wealth Management, LLC | 8.93% | Reduce -5.7% | 179,965 | $73.4M |
| Mariner, LLC | 0.08% | Add +3.1% | 166,650 | $67.9M |
| Joel Isaacson & Co., LLC | 2.02% | Add +3.5% | 149,623 | $61.0M |
| Focus Partners Wealth | 0.07% | Add +24.9% | 179,343 | $59.3M |
| Equitable Holdings, Inc. | 0.34% | Add +8.0% | 117,602 | $52.1M |
| Cerity Partners LLC | 0.07% | Add +6.0% | 115,914 | $47.4M |
| Shakespeare Wealth Management, LLC | 10.36% | Add +5.6% | 107,322 | $43.8M |
| Petredis Investment Advisors LLC | 3.12% | Add +1.0% | 93,517 | $38.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.4% | 92,784 | $37.8M |
| Apella Capital, LLC | 0.54% | Reduce -6.3% | 79,155 | $36.6M |
| Essex Financial Services, Inc. | 2.05% | Reduce -0.5% | 89,557 | $36.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -18.9% | 78,347 | $31.9M |
| Private Advisor Group, LLC | 0.14% | Add +2.5% | 75,128 | $30.6M |
| Cetera Investment Advisers | 0.03% | Add +1.9% | 73,900 | $30.1M |
| Royal Bank of Canada | 0.01% | Reduce -13.4% | 73,581 | $30.0M |
| Principle Wealth Partners LLC | 1.47% | Add +8.6% | 62,845 | $25.6M |
| Merit Financial Group, LLC | 0.19% | Add +16.4% | 62,819 | $25.6M |
| Wheelhouse Advisory Group LLC | 8.46% | Add +2.7% | 62,639 | $25.5M |
| Jones Financial Companies LLLP | 0.01% | Add +32.1% | 63,877 | $25.2M |
| Kropog Financial Group, LLC | 20.47% | Reduce -20.4% | 61,805 | $25.2M |
| FIL Ltd | 0.02% | No change | 61,392 | $25.0M |
| Connecticut Wealth Management, LLC | 1.05% | Reduce -0.8% | 61,170 | $24.9M |
| Cornerstone Advisory, LLC | 2.33% | Reduce -1.1% | 60,231 | $24.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -24.3% | 54,228 | $22.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.5% | 53,972 | $22.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -21.3% | 52,507 | $21.4M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.3% | 52,487 | $21.4M |
| Steffes Financial, Ltd. | 11.06% | Add +8.6% | 51,412 | $21.0M |
| Truist Financial Corp. | 0.03% | Add +5.0% | 50,692 | $20.7M |
| Quantinno Capital Management LP | 0.03% | Add +5.0% | 48,099 | $19.6M |
| Curry Webb Wealth Management LLC | 8.95% | Add +6.7% | 46,455 | $18.9M |
| Composition Wealth, LLC | 0.26% | Add +0.7% | 46,039 | $18.8M |
| ArchPoint Investors | 4.41% | No change | 45,415 | $18.5M |
| Cerro Pacific Wealth Advisors LLC | 4.85% | Add +19.9% | 45,376 | $18.5M |
| FMR LLC | 0.00% | Add +83.1% | 44,135 | $18.0M |
| Gotham Asset Management | 0.05% | Add +43.6% | 43,698 | $17.8M |
| Stordahl Capital Management, Inc. | 3.56% | Add +5.3% | 42,423 | $17.3M |
| Keystone Financial Services, LLC | 11.04% | Add +1.7% | 40,252 | $16.4M |
| Summit Financial, LLC | 0.21% | Add +50.5% | 39,669 | $16.2M |
| Larson Financial Group LLC | 0.51% | Reduce -5.1% | 39,154 | $16.0M |
| MML Investors Services, LLC | 0.04% | Reduce -3.0% | 38,465 | $15.7M |
| Graves Light Lenhart Wealth, Inc. | 1.59% | Add +8.2% | 37,598 | $15.3M |
| Entrust Financial LLC | 10.58% | Add +0.4% | 37,091 | $15.1M |
| Conning Inc. | 0.50% | Add +11.2% | 35,650 | $14.5M |
| Coastline Complete Wealth LLC | 8.69% | Add +1649.2% | 34,406 | $14.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.2% | 34,034 | $13.9M |
| AQR Capital Management | 0.01% | Add +26.6% | 33,717 | $13.7M |
| Betterment LLC | 0.03% | Add +14.9% | 33,395 | $13.6M |
| Fifth Third Securities, Inc. | 0.85% | Add +4.3% | 32,142 | $13.1M |
| Prudential Financial Inc. | 0.02% | No change | 31,610 | $12.9M |
| US Bancorp \de | 0.02% | Add +6.6% | 31,176 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -7.2% | 30,237 | $12.5M |
| Atria Investments, Inc | 0.14% | Add +259.2% | 29,930 | $12.2M |
| RFG Holdings, Inc. | 3.05% | Reduce -28.2% | 29,655 | $12.1M |
| Relyea Zuckerberg Hanson LLC | 1.19% | Reduce -0.3% | 29,145 | $11.9M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +347.5% | 27,548 | $11.2M |
| Caprock Group, LLC | 0.27% | Add +0.3% | 27,078 | $11.0M |
| Mutual Advisors, LLC | 0.23% | Add +14.4% | 25,933 | $10.6M |
| Compass Capital Corp. /Ma/ | 3.50% | Add +469.8% | 121,155 | $9.8M |
| Stifel Financial Corp. | 0.01% | Reduce -17.8% | 22,427 | $9.1M |
| Magnus Financial Group LLC | 0.73% | Reduce -0.2% | 21,894 | $8.9M |
| Creative Planning | 0.01% | Reduce -6.2% | 21,871 | $8.9M |
| Strategies Wealth Advisors, LLC | 0.87% | Reduce -3.7% | 21,244 | $8.7M |
| Savant Capital, LLC | 0.04% | Add +2.6% | 21,227 | $8.7M |
| Cozad Asset Management Inc. | 0.65% | Add +0.0% | 20,340 | $8.3M |
| Citizens Financial Group Inc. | 0.12% | Reduce -20.5% | 20,325 | $8.3M |
| Cooper Financial Group | 0.81% | Reduce -0.1% | 19,771 | $8.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -51.4% | 19,219 | $7.8M |
| Ehrlich Financial Group | 4.00% | New | 17,060 | $7.0M |
| Keystone Financial Group | 0.47% | Add +0.8% | 16,753 | $6.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.5% | 16,442 | $6.7M |
| Keybank National Association | 0.02% | Reduce -4.7% | 16,430 | $6.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -6.9% | 15,515 | $6.3M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -1.4% | 14,919 | $6.1M |
| Brookstone Capital Management | 0.07% | Reduce -16.3% | 14,706 | $6.0M |
| Valmark Advisers, Inc. | 0.07% | Add +51.6% | 14,627 | $6.0M |
| Mosaic Family Wealth Partners, LLC | 0.61% | Reduce -0.0% | 14,608 | $6.0M |
| Invictus Private Wealth, LLC | 0.37% | No change | 14,521 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.8% | 14,513 | $5.9M |
| Sigma Planning Corp | 0.16% | Add +2.8% | 13,789 | $5.6M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 13,690 | $5.6M |
| Mgo One Seven LLC | 0.11% | Add +1.1% | 13,663 | $5.6M |
| &partners | 0.03% | Add +1.3% | 13,178 | $5.4M |
| GM Advisory Group, LLC | 0.21% | Reduce -6.5% | 13,152 | $5.4M |
| Fifth Third Bancorp | 0.01% | Add +950.1% | 13,147 | $5.4M |
| Signet Financial Management, LLC | 0.59% | Reduce -5.0% | 12,929 | $5.3M |
| Gross & Hartman Investments LLC | 2.73% | Reduce -0.2% | 12,901 | $5.3M |
| Absolute Capital Management, LLC | 1.72% | Reduce -1.2% | 12,706 | $5.2M |
| Encompass Wealth Advisors, LLC | 1.76% | Add +7.7% | 12,406 | $5.1M |
| Independent Financial Group, LLC | 0.11% | Add +8.5% | 11,997 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +22.4% | 11,667 | $4.8M |
| Northstar Financial Companies, Inc. | 3.77% | No change | 11,619 | $4.7M |
| Junk Investment Group, LLC | 2.44% | — | 11,420 | $4.7M |
| Anson Capital, Inc. | 3.10% | Add +5.4% | 11,105 | $4.5M |
| Cwm, LLC | 0.01% | Add +8.7% | 10,898 | $4.4M |
| Wealthfront Advisers LLC | 0.01% | Add +17.0% | 10,824 | $4.4M |
| Mesirow Financial Investment Management, Inc. | 0.07% | Reduce -7.5% | 9,906 | $4.0M |
| Zhang Financial LLC | 0.14% | Add +1.8% | 9,743 | $4.0M |
| Flagship Wealth Advisors, LLC | 1.71% | Reduce -0.5% | 10,014 | $4.0M |
| XTX Topco Ltd | 0.07% | New | 9,567 | $3.9M |
| R. W. Roge & Company, Inc. | 1.84% | Reduce -6.9% | 9,440 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -87.9% | 9,217 | $3.8M |
| Tudor Investment Corporation | 0.02% | Add +56.2% | 9,004 | $3.7M |
| Royal Fund Management, LLC | 0.35% | Reduce -4.1% | 8,907 | $3.6M |
| Verum Partners LLC | 0.67% | Reduce -5.9% | 8,623 | $3.5M |
| Asset Management Group, Inc. | 0.57% | Reduce -2.9% | 8,573 | $3.5M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Reduce -1.4% | 8,504 | $3.5M |
| Kintra Wealth, LLC | 0.24% | New | 8,416 | $3.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.9% | 8,149 | $3.3M |
| Focused Wealth Management, Inc | 0.35% | Add +0.7% | 8,114 | $3.3M |
| Continuum Advisory, LLC | 0.31% | No change | 8,000 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +25.7% | 7,986 | $3.3M |
| Philadelphia Trust Co. | 0.23% | No change | 7,842 | $3.2M |
| First Bancorp, Inc | 1.56% | Reduce -3.8% | 7,711 | $3.1M |
| Apollon Wealth Management, LLC | 0.05% | Add +0.5% | 7,524 | $3.1M |
| Iams Wealth Management, LLC | 1.06% | Add +52.5% | 7,480 | $3.1M |
| Diversified Portfolios, Inc. | 0.25% | No change | 7,352 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -9.3% | 7,217 | $2.9M |
| Huntington National Bank | 0.02% | New | 7,139 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +520.7% | 42,631 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -23.2% | 7,085 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -0.8% | 7,047 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -22.0% | 6,980 | $2.8M |
| CoreCap Advisors, LLC | 0.09% | Reduce -4.1% | 6,809 | $2.8M |
| D.A. Davidson & Co. | 0.02% | No change | 6,734 | $2.7M |
| Vanguard Advisers Inc. | 0.01% | — | 6,734 | $2.7M |
| Integrity Alliance, Llc. | 0.10% | Reduce -30.3% | 6,715 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | New | 35,153 | $2.7M |
| Citigroup Inc. | 0.00% | Add +48.5% | 6,633 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Add +7.7% | 6,498 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.4% | 6,436 | $2.6M |
| Tompkins Financial Corp. | 0.20% | Reduce -0.7% | 6,259 | $2.6M |
| Sherman Wealth Management LLC | 2.17% | Add +3.7% | 6,196 | $2.5M |
| AE Wealth Management LLC | 0.01% | Add +36.0% | 6,141 | $2.5M |
| Virtue Capital Management, LLC | 0.37% | Reduce -8.8% | 6,223 | $2.4M |
| Tucker Asset Management LLC | 0.72% | Add +563.9% | 5,935 | $2.4M |
| UMB Bank, n.a. | 0.03% | No change | 5,814 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.9% | 5,796 | $2.4M |
| 1900 Wealth Management LLC | 0.15% | Reduce -0.7% | 5,549 | $2.3M |
| Ayalon Insurance Comp Ltd. | 0.46% | No change | 5,531 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.5% | 5,445 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +15.2% | 5,359 | $2.2M |
| Sierra Capital LLC | 0.24% | Add +5.7% | 5,333 | $2.2M |
| Evoke Wealth, LLC | 0.04% | No change | 5,243 | $2.1M |
| Windward Private Wealth Management Inc. | 0.73% | No change | 5,199 | $2.1M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -0.4% | 5,177 | $2.1M |
| Whittier Trust Co. | 0.02% | No change | 5,034 | $2.1M |
| Cove Private Wealth, LLC | 0.47% | Add +0.1% | 5,075 | $2.1M |
| Liberty Square Wealth Partners LLC | 0.57% | Reduce -1.2% | 4,984 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Add +2.0% | 4,922 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +24.1% | 4,857 | $2.0M |
| Retirement Planning Group, LLC | 0.06% | Add +2.6% | 4,730 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -9.4% | 4,719 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +106.6% | 4,668 | $1.9M |
| Significant Wealth Partners LLC | 2.28% | Reduce -4.6% | 4,545 | $1.9M |
| Essex Bank | 0.41% | Reduce -0.1% | 4,542 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.0% | 4,498 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +22.0% | 4,410 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 4,383 | $1.8M |
| GEN Financial Management, INC. | 1.10% | Reduce -4.5% | 4,371 | $1.8M |
| Midwest Financial Network, LLC | 1.37% | Reduce -22.2% | 4,242 | $1.7M |
| Blair William & Co. | 0.00% | Add +18.0% | 4,149 | $1.7M |
| Simon Quick Advisors, LLC | 0.08% | Add +1.2% | 4,134 | $1.7M |
| Garde Capital, Inc. | 0.10% | Reduce -38.9% | 4,077 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +5.6% | 4,045 | $1.6M |
| Websterrogers Financial Advisors, LLC | 0.47% | No change | 4,023 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 3,938 | $1.6M |
| World Investment Advisors | 0.03% | Add +0.9% | 3,935 | $1.6M |
| JFS Wealth Advisors, LLC | 0.09% | Add +29.1% | 3,908 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.49% | Add +1.8% | 3,906 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -20.2% | 3,895 | $1.6M |
| Axis Wealth Partners, LLC | 0.84% | Reduce -1.6% | 3,874 | $1.6M |
| Balanced Wealth Group LLC | 0.56% | Reduce -5.8% | 3,872 | $1.6M |
| KWB Wealth | 0.15% | No change | 3,503 | $1.6M |
| Nicolet Bankshares Inc. | 0.06% | Add +34.0% | 3,806 | $1.6M |
| High Note Wealth, LLC | 0.30% | No change | 3,785 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -4.0% | 3,738 | $1.5M |
| Safe Harbor Family Capital, LLC | 1.18% | No change | 3,699 | $1.5M |
| Entrewealth, LLC | 0.66% | Reduce -9.9% | 3,622 | $1.5M |
| HFG Advisors, Inc. | 1.03% | No change | 3,587 | $1.5M |
| Summit Asset Management, LLC | 0.20% | Add +16.4% | 3,526 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +38.5% | 3,505 | $1.4M |
| Centaurus Financial, Inc. | 0.07% | Add +1.7% | 3,443 | $1.4M |
| RPS Advisory Solutions LLC | 0.79% | No change | 3,432 | $1.4M |
| Bawa N Mallick Trust | 0.57% | Reduce -22.7% | 3,418 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Reduce -14.0% | 3,415 | $1.4M |
| Grantvest Financial Group LLC | 0.90% | Reduce -0.8% | 3,407 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +6.3% | 3,350 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Add +0.4% | 3,295 | $1.4M |
| Pinnacle Bancorp, Inc. | 0.39% | No change | 3,262 | $1.3M |
| Americana Partners, LLC | 0.03% | No change | 3,251 | $1.3M |
| Triton Wealth Management, PLLC | 0.48% | Add +5.3% | 3,101 | $1.3M |
| Gutierrez Wealth Advisory, LLC | 0.80% | Add +17.1% | 3,157 | $1.3M |
| Arax Advisory Partners | 0.04% | Add +604.5% | 3,149 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +7.2% | 3,111 | $1.3M |
| Seamount Financial Group Inc. | 0.57% | No change | 3,100 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +25.0% | 3,093 | $1.3M |
| Compass Financial Group, INC | 0.18% | No change | 3,079 | $1.3M |
| Root Financial Partners, LLC | 0.06% | Add +189.6% | 3,076 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +19.7% | 3,057 | $1.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,994 | $1.2M |
| Investment Insight Wealth Management, LLC | 1.28% | Add +0.0% | 2,907 | $1.2M |
| Compound Planning, Inc. | 0.04% | Reduce -0.2% | 2,895 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Add +5.0% | 2,884 | $1.2M |
| Armor Investment Advisors, LLC | 0.42% | Reduce -2.0% | 2,850 | $1.2M |
| Gateway Wealth Partners, LLC | 0.04% | Add +50.5% | 2,814 | $1.1M |
| Investment Advisory Group, LLC | 0.29% | Add +0.1% | 2,797 | $1.1M |
| Penobscot Investment Management Company, Inc. | 0.09% | Reduce -6.6% | 2,794 | $1.1M |
| Apollon Financial, LLC | 0.16% | Add +0.1% | 2,782 | $1.1M |
| Private Trust Co. NA | 0.10% | No change | 2,746 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.8% | 2,712 | $1.1M |
| Hiley Hunt Wealth Management | 0.48% | Add +0.1% | 2,665 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +7.1% | 2,664 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 2,637 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -2.7% | 2,632 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 2,405 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +0.9% | 2,608 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +202.8% | 2,568 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.7% | 2,552 | $1.0M |
| Independent Advisor Alliance | 0.01% | Add +42.2% | 2,529 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -27.4% | 2,484 | $1.0M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 2,241 | $996K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -12.1% | 2,414 | $984K |
| Cherrydale Wealth Management, LLC | 0.30% | Add +0.1% | 2,392 | $975K |
| Visionary Wealth Advisors | 0.04% | New | 2,338 | $953K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.5% | 2,324 | $947K |
| CWS Financial Advisors, LLC | 0.24% | Add +2.3% | 2,322 | $947K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 2,274 | $927K |
| PFG Advisors | 0.04% | Add +3.7% | 2,251 | $918K |
| Ignite Planners, LLC | 0.14% | Add +0.0% | 2,228 | $909K |
| Florida Financial Advisors, LLC | 0.21% | Reduce -19.6% | 2,202 | $898K |
| Elite Financial, Inc. | 0.40% | No change | 2,185 | $890K |
| Carnegie Investment Counsel | 0.02% | Add +6.4% | 2,183 | $890K |
| Northern Lights Advisors, Inc. | 0.60% | Reduce -1.0% | 2,170 | $885K |
| PFG Investments, LLC | 0.04% | Add +17.5% | 2,150 | $876K |
| United Advisor Group, LLC | 0.11% | Add +6.1% | 2,142 | $873K |
| Archer Investment Corp | 0.18% | Add +5.8% | 2,120 | $864K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.8% | 2,107 | $859K |
| CreativeOne Wealth, LLC | 0.02% | Add +19.6% | 2,100 | $856K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.3% | 2,084 | $850K |
| Main Street Financial Solutions, LLC | 0.06% | Add +3.6% | 2,064 | $841K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.8% | 2,042 | $832K |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.7% | 2,034 | $829K |
| McGuire Capital Advisors Inc. | 0.53% | Reduce -0.8% | 2,025 | $826K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -31.7% | 2,014 | $821K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +2.9% | 2,006 | $818K |
| J. Derek Lewis & Associates Inc. | 0.18% | Add +0.6% | 1,988 | $810K |
| Laurel Wealth Planning LLC | 0.43% | No change | 1,985 | $809K |
| IHT Wealth Management, LLC | 0.02% | Add +20.5% | 1,983 | $809K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 1,955 | $797K |
| MidFirst Bank | 0.07% | Add +1.5% | 1,935 | $789K |
| One Day In July LLC | 0.06% | Add +4.9% | 1,911 | $779K |
| Optiver Holding B.V. | 0.03% | New | 1,887 | $769K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 1,856 | $757K |
| Western Wealth Management, LLC | 0.03% | Add +194.4% | 3,121 | $740K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -5.7% | 1,812 | $739K |
| Bank of Montreal | 0.00% | Add +23.9% | 1,807 | $737K |
| Activest Wealth Management | 0.13% | No change | 1,800 | $734K |
| One Capital Management, LLC | 0.02% | Reduce -41.7% | 1,799 | $733K |
| Accredited Investors Inc. | 0.04% | No change | 1,789 | $729K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.3% | 1,768 | $721K |
| Kingsview Wealth Management, LLC | 0.01% | Add +79.7% | 1,754 | $715K |
| BOK Financial Private Wealth, Inc. | 0.04% | Add +45.7% | 1,748 | $712K |
| Fortis Capital Advisors, LLC | 0.09% | Add +3.6% | 1,733 | $707K |
| Hobart Private Capital, LLC | 0.14% | No change | 1,717 | $700K |
| Security Financial Services, INC. | 0.11% | Add +6.0% | 1,709 | $697K |
| Prairiewood Capital, LLC | 0.20% | New | 1,700 | $693K |
| Birchcreek Wealth Management, LLC | 0.33% | No change | 1,692 | $690K |
| Blackston Financial Advisory Group, LLC | 0.43% | Reduce -12.8% | 1,691 | $689K |
| Wealthquest Corp | 0.05% | Reduce -2.0% | 1,677 | $684K |
| Greenleaf Trust | 0.01% | No change | 1,675 | $683K |
| AmeriServ Wealth Advisors | 0.43% | Reduce -34.4% | 1,667 | $680K |
| CapWealth Advisors, LLC | 0.06% | No change | 1,663 | $678K |
| OneAscent Financial Services LLC | 0.04% | Reduce -3.2% | 1,647 | $671K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 1,639 | $668K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.3% | 1,634 | $666K |
| Fisher Asset Management | 0.00% | Reduce -0.7% | 1,627 | $664K |
| Bank of New Hampshire | 0.15% | Reduce -26.0% | 1,622 | $661K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 1,599 | $652K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -4.4% | 1,593 | $649K |
| Harbour Investments, Inc. | 0.01% | Add +54.3% | 1,575 | $642K |
| Fairscale Capital, LLC | 0.44% | No change | 1,572 | $641K |
| Maia Wealth LLC | 0.11% | Add +1.0% | 1,560 | $636K |
| Aptus Capital Advisors, LLC | 0.01% | Add +49.0% | 1,557 | $635K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +10.4% | 1,552 | $633K |
| WealthCare Investment Partners, LLC | 0.17% | No change | 1,519 | $631K |
| Kiley Juergens Wealth Management, LLC | 0.11% | New | 1,546 | $630K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 1,543 | $629K |
| Holderness Investments Co. | 0.13% | Add +0.6% | 1,542 | $629K |
| Sterling Investment Counsel, LLC | 0.18% | No change | 1,536 | $626K |
| Empower Advisory Group, LLC | 0.00% | Reduce -25.0% | 1,527 | $623K |
| Mission Wealth Management, LP | 0.01% | Reduce -43.5% | 1,517 | $618K |
| Swisher Financial Concepts, Inc. | 0.34% | Add +54.7% | 1,507 | $615K |
| HB Wealth Management, LLC | 0.00% | Add +75.7% | 1,499 | $611K |
| Childress Capital Advisors, LLC | 0.11% | No change | 1,484 | $605K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -72.5% | 1,479 | $603K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.2% | 1,477 | $602K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | Reduce -64.7% | 1,447 | $590K |
| NewEdge Wealth, LLC | 0.01% | Add +92.8% | 1,446 | $590K |
| Hilton Head Capital Partners, LLC | 0.33% | Add +4.4% | 1,437 | $586K |
| Pacific Point Advisors, LLC | 0.31% | No change | 1,435 | $585K |
| Mather Group, Llc. | 0.01% | Add +9.4% | 1,431 | $583K |
| Arkos Global Advisors | 0.07% | No change | 1,427 | $582K |
| Fort Sheridan Advisors LLC | 0.07% | Reduce -1.2% | 1,427 | $582K |
| Cardiff Park Advisors, LLC | 0.05% | Add +8.8% | 1,417 | $578K |
| Soltis Investment Advisors LLC | 0.04% | Add +3.4% | 1,413 | $576K |
| Rodgers & Associates, LTD | 0.06% | Reduce -0.8% | 1,413 | $576K |
| MWA Asset Management | 0.31% | Add +1.3% | 1,394 | $568K |
| Calton & Associates, Inc. | 0.08% | Reduce -12.1% | 1,376 | $561K |
| Southland Equity Partners LLC | 0.11% | Add +4.1% | 1,373 | $560K |
| Trustmark Bank Trust Department | 0.04% | No change | 1,356 | $553K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 1,332 | $543K |
| James J. Burns & Company, LLC | 0.07% | Add +0.1% | 1,323 | $539K |
| Smartleaf Asset Management LLC | 0.02% | Add +139.1% | 1,375 | $539K |
| Saxony Capital Management, LLC | 0.31% | Add +2.3% | 1,317 | $537K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 1,312 | $535K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -1.3% | 1,307 | $533K |
| W1M Asset Management Ltd | 0.01% | Add +0.4% | 1,300 | $530K |
| Guidance Point Advisors, LLC | 0.13% | Add +0.6% | 1,297 | $530K |
| Commerce Bank | 0.00% | Reduce -31.3% | 1,283 | $523K |
| Aspire Growth Partners LLC | 0.36% | Add +10.7% | 1,272 | $519K |
| Invesco Ltd. | 0.00% | Add +0.9% | 1,269 | $517K |
| Black Diamond Financial, LLC | 0.06% | No change | 1,263 | $515K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 1,260 | $514K |
| RFG Advisory, LLC | 0.01% | New | 1,243 | $507K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.0% | 1,242 | $506K |
| Gemmer Asset Management LLC | 0.04% | No change | 1,240 | $506K |
| Bragg Financial Advisors, Inc | 0.02% | Add +14.8% | 1,203 | $490K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.5% | 1,195 | $487K |
| IFG Advisors, LLC | 0.08% | No change | 1,195 | $487K |
| CDKV Holdings LLC | 0.43% | No change | 1,195 | $487K |
| Alliancebernstein L.P. | 0.00% | Add +120.8% | 1,095 | $487K |
| HRT Financial LP | 0.00% | New | 1,194 | $486K |
| Franklin Resources Inc. | 0.00% | No change | 1,169 | $477K |
| Battery Global Advisors, LLC | 0.25% | Reduce -99.7% | 1,158 | $472K |
| Stephens Inc. | 0.01% | Add +3.1% | 1,154 | $470K |
| Pasadena Private Wealth, LLC | 0.07% | Add +11.7% | 1,145 | $467K |
| Waters Parkerson & Co., LLC | 0.02% | Add +0.1% | 1,142 | $466K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +3.3% | 1,139 | $464K |
| Brookwood Investment Group LLC | 0.06% | Add +2.6% | 1,136 | $463K |
| National Wealth Management Group, LLC | 0.17% | Add +52.1% | 1,133 | $462K |
| DB Fitzpatrick & Co, Inc | 0.39% | Add +7.6% | 1,128 | $460K |
| Waverly Advisors, LLC | 0.00% | Add +19.3% | 1,127 | $459K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,126 | $459K |
| Ring Mountain Capital, LLC | 0.25% | No change | 1,124 | $458K |
| Haverford Trust Co | 0.00% | Add +0.1% | 1,111 | $453K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -1.1% | 1,079 | $448K |
| Cowa, LLC | 0.13% | Add +0.6% | 1,074 | $438K |
| Midwest Trust Co | 0.01% | New | 1,070 | $436K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 1,063 | $433K |
| Regions Financial Corp. | 0.00% | Reduce -1.7% | 1,062 | $433K |
| W Advisors, LLC | 0.22% | No change | 1,057 | $431K |
| Choreo, LLC | 0.01% | New | 1,051 | $429K |
| Smith Salley Wealth Management | 0.02% | No change | 1,050 | $428K |
| Old National Bancorp | 0.01% | No change | 1,049 | $428K |
| Walker Asset Management, LLC | 0.23% | No change | 1,047 | $427K |
| Manhattan West Asset Management, LLC | 0.08% | Reduce -1.4% | 1,046 | $426K |
| Oxford Wealth Group, LLC | 0.23% | Reduce -88.0% | 1,044 | $426K |
| Squire Investment Management Company, LLC | 0.12% | No change | 1,040 | $424K |
| Vigil Wealth Management, LLC | 0.34% | Reduce -1.7% | 1,037 | $423K |
| StoneX Group Inc. | 0.02% | No change | 1,024 | $417K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -5.0% | 1,023 | $417K |
| Bluesphere Advisors LLC | 0.15% | Reduce -14.1% | 1,017 | $415K |
| MSH Capital Advisors LLC | 0.09% | Reduce -65.2% | 1,014 | $413K |
| Vanguard National Trust Co | 0.03% | — | 1,011 | $412K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.8% | 1,009 | $411K |
| Brown Advisory Inc. | 0.00% | No change | 1,006 | $410K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.1% | 997 | $406K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -2.2% | 997 | $406K |
| Regal Investment Advisors LLC | 0.02% | Add +6.6% | 989 | $403K |
| Savvy Advisors, Inc. | 0.01% | Add +61.4% | 986 | $402K |
| Quotient Wealth Partners, LLC | 0.01% | Add +10.3% | 978 | $399K |
| Sapient Capital LLC | 0.01% | No change | 975 | $397K |
| Burton Enright Welch | 0.05% | No change | 966 | $394K |
| Creative Financial Designs Inc. | 0.02% | Reduce -13.2% | 960 | $391K |
| Evergreen Capital Management LLC | 0.01% | Reduce -9.5% | 957 | $390K |
| Assetmark, Inc. | 0.00% | Reduce -19.6% | 957 | $390K |
| Founders Grove Wealth Partners, LLC | 0.09% | No change | 950 | $387K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 949 | $387K |
| BCM Advisors, LLC | 0.08% | New | 4,914 | $385K |
| Naviter Wealth, LLC | 0.05% | Add +10.6% | 943 | $384K |
| Canandaigua National Corp. | 0.03% | — | 934 | $381K |
| First Manhattan Co. Llc. | 0.00% | New | 932 | $380K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -12.2% | 931 | $380K |
| Net Worth Advisory Group | 0.08% | Add +0.2% | 931 | $379K |
| 626 Financial, LLC | 0.17% | Reduce -15.2% | 930 | $379K |
| Geneos Wealth Management Inc. | 0.01% | No change | 912 | $372K |
| Indivisible Partners | 0.03% | Add +1.0% | 909 | $370K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 900 | $367K |
| Vident Advisory, LLC | 0.00% | No change | 895 | $365K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.6% | 893 | $364K |
| McAdam, LLC | 0.02% | Add +10.0% | 877 | $358K |
| Insight 2811, Inc. | 0.15% | Add +2.9% | 867 | $353K |
| Aegis Wealth Management, Inc. | 0.28% | Add +25.6% | 860 | $351K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -19.6% | 857 | $349K |
| Apeiron RIA LLC | 0.08% | Add +0.5% | 840 | $342K |
| Clean Yield Group | 0.10% | Reduce -29.9% | 835 | $340K |
| Dakota Wealth Management | 0.01% | Add +6.5% | 831 | $339K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -7.7% | 824 | $336K |
| Silicon Valley Capital Partners | 0.03% | Add +0.1% | 815 | $332K |
| Valued Retirements, Inc. | 0.32% | No change | 811 | $331K |
| Roberts Wealth Advisors, LLC | 0.08% | Reduce -4.4% | 810 | $330K |
| Bokf, NA | 0.01% | Reduce -5.5% | 800 | $326K |
| HSBC Holdings PLC | 0.00% | No change | 800 | $326K |
| Calamos Advisors LLC | 0.00% | No change | 798 | $325K |
| M&T Bank Corp | 0.00% | New | 796 | $325K |
| Roundview Capital LLC | 0.02% | Add +9.2% | 795 | $324K |
| Five Pine Wealth Management | 0.20% | New | 792 | $323K |
| Innovative Wealth Building LLC | 0.23% | Add +41.1% | 790 | $322K |
| Terra Nova Asset Management LLC | 0.24% | No change | 790 | $322K |
| Avantax Planning Partners, Inc. | 0.01% | New | 788 | $321K |
| Northeast Financial Group, Inc. | 0.09% | Reduce -1.8% | 784 | $320K |
| Bison Wealth, LLC | 0.03% | Add +500.2% | 3,847 | $317K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 763 | $311K |
| Florida Trust Wealth Management Co | 0.01% | No change | 757 | $309K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 756 | $308K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.3% | 751 | $306K |
| Facet Wealth, Inc. | 0.01% | New | 750 | $306K |
| Cloud Capital Management, LLC | 0.13% | Add +5.8% | 750 | $305K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 748 | $305K |
| Richwood Investment Advisors, LLC | 0.23% | Add +500.0% | 4,476 | $304K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.1% | 746 | $304K |
| Chicago Partners Investment Group LLC | 0.01% | Add +459.7% | 3,907 | $303K |
| Glenmede Trust Co. NA | 0.00% | Reduce -35.6% | 743 | $303K |
| Revisor Wealth Management LLC | 0.08% | No change | 738 | $301K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.5% | 736 | $300K |
| Market Street Wealth Management Advisors LLC | 0.05% | Add +18.8% | 733 | $299K |
| Chancellor Financial Group WB LP | 0.21% | No change | 725 | $296K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -5.0% | 724 | $295K |
| Evelyn Partners Asset Management Ltd | 0.07% | No change | 720 | $294K |
| SevenBridge Financial Group, LLC | 0.05% | Add +500.0% | 3,774 | $293K |
| Ameriflex Group, Inc. | 0.15% | Reduce -1.9% | 718 | $293K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 712 | $290K |
| ForthRight Wealth Management, LLC | 0.08% | Reduce -2.1% | 712 | $290K |
| Flagstar Securities, Inc. | 0.10% | No change | 708 | $289K |
| Pacific Center for Financial Services | 0.07% | No change | 708 | $289K |
| Clear Harbor Asset Management, LLC | 0.02% | No change | 700 | $285K |
| Vigilare Wealth Management | 0.10% | No change | 699 | $285K |
| TruWealth Advisors, LLC | 0.01% | No change | 690 | $281K |
| Performance Wealth Partners, LLC | 0.01% | No change | 686 | $280K |
| Griffin Asset Management, Inc. | 0.03% | No change | 685 | $279K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +17.1% | 684 | $279K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -22.3% | 678 | $276K |
| AdvisorNet Financial, Inc | 0.01% | Add +73.8% | 676 | $276K |
| Willner & Heller, LLC | 0.21% | Reduce -3.3% | 676 | $275K |
| Sepio Capital, LP | 0.01% | No change | 672 | $274K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 672 | $274K |
| First Heartland Consultants, Inc. | 0.02% | No change | 671 | $274K |
| Pacific Asset Management, LLC | 0.15% | Add +0.1% | 668 | $272K |
| waypoint wealth counsel | 0.14% | Add +3.7% | 668 | $272K |
| Members Trust Co | 0.01% | No change | 661 | $269K |
| Capital Analysts, LLC | 0.01% | No change | 654 | $267K |
| Maridea Wealth Management LLC | 0.04% | Reduce -17.7% | 651 | $265K |
| Carmel Capital Partners, LLC | 0.10% | No change | 651 | $265K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 649 | $264K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.9% | 644 | $263K |
| Shelter Rock Management, LLC | 0.28% | Add +11.8% | 642 | $262K |
| World Equity Group, Inc. | 0.07% | New | 642 | $262K |
| New Perspectives, Inc | 0.09% | Add +0.2% | 641 | $261K |
| Freestone Capital Holdings, LLC | 0.01% | New | 639 | $261K |
| Farringdon Capital, Ltd. | 0.06% | New | 639 | $261K |
| Clarity Wealth Advisors, LLC | 0.05% | Add +0.2% | 633 | $258K |
| Evergreen Wealth Partners LLC | 0.19% | Reduce -13.6% | 622 | $254K |
| Financial Alternatives, Inc | 0.14% | No change | 622 | $254K |
| Old Port Advisors | 0.06% | New | 619 | $252K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 618 | $252K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 612 | $250K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 611 | $249K |
| Csenge Advisory Group | 0.01% | Reduce -57.6% | 611 | $249K |
| Linscomb Wealth, Inc. | 0.01% | Add +19.7% | 608 | $248K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 606 | $247K |
| Crestwood Advisors Group, LLC | 0.00% | New | 605 | $247K |
| Dopkins Wealth Management, LLC | 0.10% | No change | 601 | $245K |
| Channel Wealth LLC | 0.06% | Add +5.1% | 597 | $243K |
| Dunhill Financial, LLC | 0.06% | No change | 595 | $243K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 588 | $240K |
| Retirement Solution LLC | 0.06% | No change | 587 | $239K |
| Nwam LLC | 0.01% | Add +0.2% | 587 | $239K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 584 | $238K |
| Vestor Capital, LLC | 0.02% | Add +207.9% | 585 | $238K |
| Crumly & Associates Inc. | 0.05% | No change | 578 | $236K |
| Smith & Howard Wealth Management, LLC | 0.05% | Reduce -13.1% | 576 | $235K |
| Evolve Private Wealth, LLC | 0.01% | New | 575 | $235K |
| Scotia Capital Inc. | 0.00% | No change | 575 | $234K |
| Zacks Investment Management | 0.00% | Reduce -10.6% | 568 | $232K |
| Principal Securities, Inc. | 0.00% | Add +3.9% | 565 | $230K |
| Pacific Sun Financial Corp | 0.11% | Add +3.7% | 565 | $230K |
| Sprinkle Financial Consultants LLC | 0.11% | New | 564 | $230K |
| LifeGoal Investments, LLC | 0.13% | Reduce -15.9% | 554 | $229K |
| Delta Investment Management, LLC | 0.04% | No change | 560 | $228K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 553 | $225K |
| CENTRAL TRUST Co | 0.00% | No change | 551 | $225K |
| North Star Asset Management Inc. | 0.01% | Reduce -0.9% | 543 | $221K |
| Bridgewater Advisors Inc. | 0.01% | New | 2,640 | $218K |
| Elevation Wealth Management LLC | 0.20% | New | 529 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +6.9% | 527 | $215K |
| Ballentine Partners, LLC | 0.00% | No change | 525 | $214K |
| Concord Wealth Partners | 0.03% | No change | 522 | $213K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 521 | $212K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -8.3% | 518 | $211K |
| Veracity Capital LLC | 0.07% | Reduce -0.6% | 515 | $210K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -9.8% | 515 | $210K |
| NorthRock Partners, LLC | 0.00% | Add +509.3% | 3,089 | $210K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -74.8% | 513 | $209K |
| Chapin Davis, Inc. | 0.05% | No change | 509 | $208K |
| AMG National Trust Bank | 0.00% | No change | 505 | $206K |
| Beacon Capital Management, LLC | 0.04% | Add +0.4% | 504 | $206K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.2% | 504 | $205K |
| Occidental Asset Management, LLC | 0.02% | No change | 502 | $205K |
| Baker Ellis Asset Management LLC | 0.02% | Add +0.4% | 502 | $205K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 501 | $204K |
| Cordoba Advisory Partners LLC | 0.06% | No change | 501 | $204K |
| BHK Investment Advisors, LLC | 0.07% | No change | 500 | $204K |
| WealthBridge Capital Management, LLC | 0.05% | Reduce -38.3% | 497 | $203K |
| Robinswood Financial LLC | 0.06% | Reduce -0.6% | 495 | $202K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -33.3% | 494 | $201K |
| MCF Advisors LLC | 0.01% | Reduce -0.4% | 484 | $197K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 464 | $189K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 454 | $185K |
| Simplex Trading, LLC | 0.01% | Reduce -48.3% | 425 | $173K |
| Signaturefd, LLC | 0.00% | Reduce -1.4% | 415 | $169K |
| Evermay Wealth Management LLC | 0.02% | Reduce -16.7% | 400 | $163K |
| Hoertkorn Richard Charles | 0.13% | Reduce -8.8% | 396 | $161K |
| GAMMA Investing LLC | 0.01% | Reduce -10.0% | 378 | $154K |
| Tripletail Wealth Management, LLC | 0.21% | Add +94.7% | 370 | $153K |
| AlphaCore Capital LLC | 0.00% | Reduce -19.4% | 371 | $151K |
| HM Payson & Co. | 0.00% | No change | 367 | $150K |
| Burk Holdings LLC | 0.06% | New | 359 | $146K |
| Salomon & Ludwin, LLC | 0.01% | No change | 340 | $141K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -50.7% | 339 | $138K |
| Rialto Wealth Management, LLC | 0.03% | No change | 335 | $137K |
| Spire Wealth Management | 0.00% | Add +48.2% | 329 | $134K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -26.9% | 323 | $133K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +500.0% | 1,674 | $131K |
| Fairway Wealth LLC | 0.03% | No change | 317 | $129K |
| Sage Mountain Advisors LLC | 0.01% | No change | 314 | $128K |
| Westwind Capital | 0.03% | Reduce -66.6% | 307 | $125K |
| VSM Wealth Advisory, LLC | 0.04% | Add +56.1% | 295 | $120K |
| Chapman Financial Group, LLC | 0.08% | Reduce -40.2% | 284 | $116K |
| Align Financial, LLC | 0.07% | Reduce -99.8% | 283 | $115K |
| Cornerstone Planning Group LLC | 0.01% | Add +509.9% | 1,415 | $112K |
| Princeton Global Asset Management LLC | 0.02% | No change | 263 | $107K |
| Abound Wealth Management | 0.02% | Add +31.6% | 258 | $105K |
| Protective Life Corp. | 0.32% | New | 234 | $95K |
| Asset Dedication, LLC | 0.01% | No change | 228 | $93K |
| National Bank of Canada | 0.00% | Add +300.0% | 228 | $93K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 222 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 207 | $84K |
| NFSG Corp | 0.01% | Add +1.0% | 199 | $81K |
| Hantz Financial Services, Inc. | 0.00% | Add +90.2% | 194 | $78K |
| Hilltop National Bank | 0.02% | No change | 191 | $78K |
| International Assets Investment Management, LLC | 0.01% | Add +4.4% | 189 | $78K |
| Union Savings Bank | 0.03% | No change | 190 | $77K |
| Clarity Asset Management, Inc. | 0.04% | No change | 181 | $74K |
| True Link Financial Advisors, LLC | 0.00% | New | 170 | $69K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 169 | $69K |
| Sound Income Strategies, LLC | 0.00% | Add +1.9% | 163 | $67K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -9.1% | 160 | $65K |
| WFA of San Diego, LLC | 0.05% | No change | 159 | $65K |
| Phillips Financial Management, LLC | 0.00% | Reduce -53.8% | 157 | $64K |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.8% | 156 | $64K |
| Anchor Investment Management, LLC | 0.01% | Add +0.7% | 150 | $61K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 148 | $60K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -38.2% | 139 | $57K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 137 | $56K |
| Elevation Wealth Partners, LLC | 0.02% | Add +2.3% | 136 | $55K |
| HighMark Wealth Management LLC | 0.02% | No change | 134 | $55K |
| JDM Financial Group LLC | 0.02% | No change | 128 | $52K |
| Lanark Financial, Inc. | 0.00% | Add +0.8% | 123 | $50K |
| 1 North Wealth Services LLC | 0.02% | Reduce -45.3% | 121 | $49K |
| Barrett & Company, Inc. | 0.02% | Add +0.8% | 120 | $49K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 107 | $44K |
| Hartford Financial Management Inc. | 0.01% | Reduce -19.1% | 106 | $43K |
| Gill Capital Partners, LLC | 0.01% | New | 106 | $43K |
| Roble, Belko & Company, Inc | 0.01% | Add +415.0% | 103 | $42K |
| Arlington Trust Co LLC | 0.00% | No change | 102 | $42K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 100 | $41K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +122.2% | 100 | $41K |
| SJS Investment Consulting Inc. | 0.01% | No change | 100 | $41K |
| Barclays PLC | 0.00% | New | 98 | $40K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 97 | $40K |
| Bogart Wealth, LLC | 0.00% | Reduce -26.9% | 95 | $39K |
| FAS Wealth Partners, Inc. | 0.00% | Add +2275.0% | 95 | $39K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 84 | $39K |
| Caitlin John, LLC | 0.02% | No change | 91 | $37K |
| Evolution Wealth Management Inc. | 0.03% | New | 90 | $37K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 90 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 87 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 86 | $35K |
| Old Second National Bank of Aurora | 0.01% | No change | 85 | $35K |
| Heritage Wealth Advisors | 0.00% | New | 85 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 84 | $34K |
| Strive Financial Group ,LLC | 0.02% | No change | 78 | $32K |
| SouthState Bank Corp | 0.00% | New | 75 | $30K |
| Quadrant Capital Group LLC | 0.00% | No change | 74 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 73 | $30K |
| Country Trust Bank | 0.00% | No change | 69 | $28K |
| Financial Perspectives, Inc | 0.01% | No change | 68 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 64 | $27K |
| LOM Asset Management Ltd | 0.01% | No change | 60 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 60 | $24K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 55 | $22K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $21K |
| West Branch Capital LLC | 0.01% | Add +2.0% | 51 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -16.7% | 50 | $20K |
| Tsfg, LLC | 0.00% | No change | 49 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 46 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 43 | $18K |
| Synergy Investment Management, LLC | 0.01% | New | 43 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 43 | $18K |
| CX Institutional | 0.00% | No change | 41 | $17K |
| Johnson Financial Group, Inc. | 0.00% | No change | 41 | $17K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 40 | $16K |
| Bullock Wealth Management Group | 0.01% | No change | 38 | $16K |
| NBT Bank, N.A. | 0.00% | New | 37 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 37 | $15K |
| Quaker Wealth Management, LLC | 0.00% | No change | 36 | $15K |
| Go Invest LLC | 0.00% | Add +2.9% | 36 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 33 | $13K |
| Key Capital Management, INC | 0.01% | Reduce -3.0% | 32 | $13K |
| Destiny Wealth Partners, LLC | 0.00% | New | 31 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 27 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 27 | $11K |
| JPL Wealth Management, LLC | 0.00% | New | 25 | $10K |
| Atwood & Palmer Inc. | 0.00% | No change | 25 | $10K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 25 | $10K |
| Kingdom Financial Group LLC. | 0.00% | No change | 25 | $10K |
| Eastern Bank | 0.00% | New | 25 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 24 | $10K |
| PFS Partners, LLC | 0.00% | New | 24 | $10K |
| Ascentis Independent Advisors | 0.00% | New | 23 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 21 | $9K |
| Corsicana & Co. | 0.01% | Reduce -16.7% | 25 | $8K |
| Rexford Capital Inc. | 0.01% | New | 20 | $8K |
| Addison Advisors LLC | 0.00% | No change | 20 | $8K |
| IAG Wealth Partners, LLC | 0.00% | New | 20 | $8K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 20 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -93.2% | 20 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 18 | $7K |
| Essential Investment Partners LLC | 0.01% | Reduce -11.1% | 16 | $7K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 16 | $7K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 15 | $6K |
| Arcadia Investment Management Corp. | 0.00% | No change | 15 | $6K |
| Operose Advisors LLC | 0.00% | New | 15 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 15 | $6K |
| Avion Wealth | 0.00% | Reduce -60.0% | 16 | $6K |
| Olistico Wealth, LLC | 0.00% | No change | 14 | $6K |
| Beacon Financial Strategies CORP | 0.00% | No change | 14 | $6K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 11 | $4K |
| Southern Michigan Bank & Trust | 0.00% | — | 11 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -60.0% | 10 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 9 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 9 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | New | 8 | $3K |
| Morse Asset Management, Inc | 0.00% | No change | 8 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 8 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 7 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 6 | $2K |
| Capital & Planning, LLC | 0.00% | New | 6 | $2K |
| Financial Freedom, LLC | 0.00% | New | 6 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 5 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 5 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $2K |
| Key Financial Inc | 0.00% | New | 5 | $2K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -50.0% | 5 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -75.0% | 4 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 3 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $822 |
| Blue Trust, Inc. | 0.00% | No change | 2 | $820 |
| Versant Capital Management, Inc | 0.00% | New | 2 | $816 |
| Glassman Wealth Services | 0.00% | No change | 1 | $408 |
| Triumph Capital Management | 0.00% | No change | 1 | $408 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $408 |
"% of holder's portfolio" is VOOG's weight in each manager's 13F, not the share of Vanguard S&P 500 Growth ETF the manager owns.