Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q1 2024 (March 31)866holders
2famous investors
$235.12avg. 13F price*
At the end of Q1 2024, 866 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings. The largest holders were Morgan Stanley ($551.8M), Assetmark, Inc. ($467.9M) and Bank of America Corp. ($425.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $65.7M |
| Exits | 46 | $60.9M |
Ownership 866 holders
| Morgan Stanley | 0.04% | Add +4.7% | 2,340,385 | $551.8M |
| Assetmark, Inc. | 1.52% | Add +0.7% | 1,984,379 | $467.9M |
| Bank of America Corp. | 0.04% | Reduce -2.5% | 1,803,839 | $425.3M |
| Royal Bank of Canada | 0.09% | Add +345.7% | 1,483,863 | $349.9M |
| Wells Fargo & Company | 0.08% | Reduce -1.6% | 1,245,462 | $293.7M |
| PNC Financial Services Group, Inc. | 0.20% | Add +0.3% | 1,234,936 | $291.2M |
| UBS Group AG | 0.09% | Reduce -2.6% | 1,159,498 | $273.4M |
| Truepoint, Inc. | 6.83% | Reduce -0.6% | 1,020,135 | $240.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.6% | 884,535 | $208.6M |
| Tiaa Trust, National Association | 0.58% | Reduce -9.4% | 804,039 | $189.6M |
| Jones Financial Companies LLLP | 0.21% | Reduce -1.3% | 647,407 | $152.7M |
| LPL Financial LLC | 0.08% | Add +2.2% | 604,767 | $142.6M |
| Rockefeller Capital Management L.P. | 0.35% | Add +2.5% | 505,851 | $119.3M |
| EP Wealth Advisors, LLC | 1.27% | Reduce -1.5% | 460,759 | $108.6M |
| Osaic Holdings, Inc. | 0.24% | Reduce -15.3% | 456,974 | $107.8M |
| Stephens Group Asset Management, LLC | 9.53% | Reduce -0.1% | 442,401 | $104.3M |
| Commonwealth Equity Services, LLC | 0.17% | Add +4.0% | 425,326 | $100.3M |
| Orgel Wealth Management, LLC | 2.70% | Add +18.3% | 417,375 | $98.4M |
| Moneta Group Investment Advisors LLC | 1.58% | Add +31.9% | 410,391 | $96.8M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -0.2% | 397,297 | $93.7M |
| Stifel Financial Corp. | 0.10% | Reduce -21.6% | 387,341 | $91.3M |
| Ameriprise Financial Inc. | 0.02% | Add +2.1% | 327,550 | $77.2M |
| Waverly Advisors, LLC | 1.74% | Reduce -3.7% | 312,702 | $73.7M |
| Pacific Life Fund Advisors LLC | 7.11% | Reduce -8.3% | 307,263 | $72.4M |
| Truist Financial Corp. | 0.09% | Add +3.7% | 263,971 | $62.2M |
| Avior Wealth Management, LLC | 2.81% | Add +5.0% | 256,758 | $60.5M |
| FMR LLC | 0.00% | Reduce -3.7% | 244,376 | $57.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.2% | 205,243 | $48.4M |
| Lincoln National Corp. | 0.70% | Reduce -1.6% | 190,965 | $45.0M |
| Cerity Partners LLC | 0.11% | Add +895.6% | 177,693 | $41.9M |
| Private Advisor Group, LLC | 0.30% | Reduce -0.4% | 177,290 | $41.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +17.1% | 176,932 | $41.7M |
| Cetera Investment Advisers | 0.10% | Add +61.3% | 176,842 | $41.7M |
| McAdam, LLC | 2.54% | Add +9.7% | 168,156 | $39.6M |
| 1832 Asset Management L.P. | 0.07% | Reduce -4.6% | 167,841 | $39.6M |
| Money Design Co.,Ltd. | 1.97% | Reduce -0.8% | 153,500 | $36.2M |
| MML Investors Services, LLC | 0.15% | Add +5.8% | 150,534 | $35.5M |
| Equitable Holdings, Inc. | 0.37% | Add +2.7% | 141,083 | $33.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +7.3% | 138,068 | $32.6M |
| Kwmg, LLC | 3.43% | Add +0.0% | 133,028 | $31.4M |
| Kestra Advisory Services, LLC | 0.21% | Add +8.7% | 132,010 | $31.1M |
| Mariner, LLC | 0.06% | Add +2.4% | 130,055 | $30.7M |
| Trust Co | 3.94% | Reduce -42.6% | 127,286 | $30.0M |
| NewEdge Advisors, LLC | 0.25% | Add +0.4% | 120,083 | $28.3M |
| Cassaday & Co Wealth Management LLC | 0.87% | Reduce -0.3% | 113,296 | $26.7M |
| Roberts Financial Services LLC | 5.17% | Add +0.0% | 107,456 | $25.3M |
| BHK Investment Advisors, LLC | 9.64% | Add +32.7% | 106,378 | $25.1M |
| Raymond James & Associates | 0.02% | Add +8.4% | 103,279 | $24.4M |
| Bragg Financial Advisors, Inc | 1.06% | Reduce -0.3% | 100,066 | $23.6M |
| Praetorian Wealth Management, Inc. | 6.23% | Add +1.8% | 98,865 | $23.3M |
| Wilmington Savings Fund Society, FSB | 0.88% | — | 97,417 | $23.0M |
| Creative Planning | 0.02% | Reduce -3.3% | 91,734 | $21.6M |
| Rodgers & Associates, LTD | 2.74% | Reduce -3.8% | 90,350 | $21.3M |
| Natixis Advisors, LLC | 0.05% | Add +1.9% | 90,126 | $21.3M |
| Aire Advisors, LLC | 4.73% | Reduce -0.0% | 88,931 | $21.0M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.4% | 87,344 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Add +1.7% | 86,906 | $20.5M |
| Condor Capital Management | 1.99% | Add +3.5% | 86,365 | $20.4M |
| Fifth Third Bancorp | 0.07% | Add +16.5% | 78,915 | $18.6M |
| US Bancorp \de | 0.03% | Add +5.2% | 78,560 | $18.5M |
| Q3 Asset Management | 5.15% | New | 76,826 | $18.1M |
| Benjamin F. Edwards & Company, Inc. | 0.33% | Reduce -0.6% | 76,320 | $18.0M |
| Betterment LLC | 0.05% | Add +59.7% | 75,433 | $17.8M |
| Bryn Mawr Trust Advisors, LLC | 1.01% | Add +9.8% | 75,135 | $17.7M |
| Clayton Financial Group LLC | 7.72% | Add +3.5% | 72,004 | $17.0M |
| Integrated Wealth Concepts LLC | 0.23% | Add +3.4% | 67,888 | $16.0M |
| Presilium Private Wealth, LLC | 4.03% | Add +0.5% | 64,388 | $15.2M |
| SWAN Capital LLC | 8.40% | Reduce -6.7% | 62,679 | $14.8M |
| Wealthspire Advisors, LLC | 0.20% | Reduce -4.7% | 62,408 | $14.7M |
| Davis Investment Partners, LLC | 6.31% | Reduce -4.1% | 62,411 | $14.4M |
| Synovus Financial Corp. | 0.19% | Add +1.0% | 60,750 | $14.3M |
| Total Wealth Planning, LLC | 2.46% | Add +0.3% | 60,657 | $14.3M |
| Systelligence, LLC | 3.60% | Reduce -2.6% | 58,456 | $13.8M |
| First Horizon Advisors, Inc. | 0.40% | Reduce -1.2% | 55,532 | $13.1M |
| Edmonds Duncan Registered Investment Advisors, LLC | 3.24% | Add +0.7% | 54,850 | $12.9M |
| Marion Wealth Management | 3.73% | Reduce -1.9% | 52,939 | $12.5M |
| LMCG Investments, LLC | 0.72% | Reduce -0.6% | 52,055 | $12.3M |
| Glenview Trust Co | 0.26% | Add +0.5% | 51,543 | $12.2M |
| Arvest Investments, Inc. | 1.90% | Reduce -6.7% | 50,742 | $12.0M |
| Allworth Financial LP | 0.08% | Add +1.1% | 50,682 | $12.0M |
| Janney Montgomery Scott LLC | 0.04% | Add +42.5% | 50,470 | $11.9M |
| Prudential Financial Inc. | 0.02% | Reduce -31.7% | 48,465 | $11.4M |
| Redwood Investment Management, LLC | 1.08% | Reduce -31.2% | 48,179 | $11.4M |
| Ratio Wealth Group | 2.10% | Add +8.2% | 47,831 | $11.3M |
| Comerica Bank | 0.05% | Add +0.9% | 46,727 | $11.0M |
| Commerce Bank | 0.07% | Add +2.4% | 46,127 | $10.9M |
| GHP Investment Advisors, Inc. | 0.54% | Add +0.6% | 45,998 | $10.8M |
| Captrust Financial Advisors | 0.04% | Reduce -36.4% | 45,466 | $10.7M |
| Highland Capital Management, LLC | 0.61% | Reduce -2.7% | 45,221 | $10.7M |
| Operose Advisors LLC | 3.53% | Reduce -7.1% | 44,252 | $10.4M |
| Opes Wealth Management LLC | 2.40% | Add +4.3% | 44,130 | $10.4M |
| NewEdge Wealth, LLC | 0.23% | Reduce -5.2% | 45,617 | $10.3M |
| Axiom Advisory, LLC | 7.48% | Add +3.0% | 43,085 | $10.2M |
| Black Diamond Financial, LLC | 2.66% | No change | 44,818 | $9.8M |
| Connecticut Wealth Management, LLC | 0.51% | Reduce -1.9% | 40,950 | $9.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -65.6% | 26,863 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -18.6% | 40,249 | $9.5M |
| Hapanowicz & Associates Financial Services, Inc | 5.30% | Add +4.9% | 39,384 | $9.3M |
| D.A. Davidson & Co. | 0.08% | Reduce -1.9% | 39,383 | $9.3M |
| Elevatus Welath Management | 3.58% | Add +4.9% | 38,545 | $9.1M |
| Compton Wealth Advisory Group, LLC | 2.46% | Add +8.3% | 38,080 | $9.0M |
| MassMutual Private Wealth & Trust, FSB | 0.28% | Reduce -1.8% | 37,566 | $8.9M |
| Hyperion Partners, LLC | 6.41% | Add +3.9% | 37,123 | $8.8M |
| Strategic Investment Advisors / MI | 1.10% | Reduce -0.2% | 36,404 | $8.6M |
| Alexander Labrunerie & Co., Inc. | 4.77% | — | 35,705 | $8.4M |
| Rwa Wealth Partners, LLC | 0.11% | Add +0.4% | 35,138 | $8.3M |
| Aprio Wealth Management, LLC | 1.62% | Add +18.7% | 34,982 | $8.2M |
| Sage Financial Group Inc. | 0.74% | Add +0.0% | 34,930 | $8.2M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -6.6% | 34,187 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.7% | 33,705 | $7.9M |
| Checchi Capital Advisers, LLC | 0.61% | Add +4.5% | 33,363 | $7.9M |
| SOA Wealth Advisors, LLC. | 1.62% | Reduce -1.2% | 33,217 | $7.8M |
| Wolff Financial Management LLC | 2.20% | Reduce -4.8% | 32,065 | $7.6M |
| Independent Financial Group, LLC | 0.35% | Add +203.2% | 31,971 | $7.5M |
| Goepper Burkhardt LLC | 3.50% | Reduce -5.3% | 32,642 | $7.5M |
| Regimen Wealth, LLC | 2.58% | Reduce -6.9% | 31,549 | $7.4M |
| Prosperity Planning, Inc. | 3.58% | Add +3.2% | 31,368 | $7.4M |
| Merit Financial Group, LLC | 0.18% | Add +0.4% | 32,313 | $7.3M |
| Addison Advisors LLC | 2.39% | Add +950.7% | 29,483 | $7.0M |
| Pittenger & Anderson Inc. | 0.28% | No change | 28,980 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -2.4% | 28,799 | $6.8M |
| JMG Financial Group, Ltd. | 0.25% | Reduce -2.1% | 28,138 | $6.6M |
| Financial Counselors Inc. | 0.11% | Reduce -1.2% | 27,673 | $6.5M |
| NorthStar Asset Management LLC | 4.87% | Add +10.4% | 27,257 | $6.4M |
| Advisory Alpha, LLC | 0.26% | Add +86.4% | 27,133 | $6.4M |
| 360 Financial, Inc. | 2.47% | Add +6.3% | 26,936 | $6.4M |
| Aufman Associates Inc | 4.42% | Add +0.7% | 26,619 | $6.3M |
| Cranbrook Wealth Management, LLC | 1.58% | Reduce -1.7% | 26,479 | $6.2M |
| MAI Capital Management | 0.06% | Add +5.1% | 26,239 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +40.2% | 25,968 | $6.1M |
| Bank of Montreal | 0.00% | Add +8.1% | 25,743 | $6.1M |
| Regal Investment Advisors LLC | 0.41% | Reduce -1.2% | 25,346 | $6.0M |
| Venture Visionary Partners LLC | 0.28% | Add +15.8% | 25,217 | $5.9M |
| Old National Bancorp | 0.14% | Add +1.2% | 25,051 | $5.9M |
| RTD Financial Advisors, Inc. | 0.76% | Reduce -0.7% | 23,854 | $5.6M |
| Mma Asset Management LLC | 2.62% | Add +49.5% | 24,360 | $5.6M |
| Transamerica Financial Advisors, LLC | 0.57% | New | 23,641 | $5.6M |
| Citigroup Inc. | 0.01% | Add +190.0% | 23,532 | $5.5M |
| Provident Wealth Management, LLC | 2.03% | Reduce -0.3% | 23,024 | $5.4M |
| Stephens Inc. | 0.08% | Add +2.6% | 22,724 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +66.8% | 22,700 | $5.4M |
| Bokf, NA | 0.10% | Add +34.6% | 22,451 | $5.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.16% | Add +13.0% | 22,286 | $5.3M |
| Leavell Investment Management, Inc. | 0.30% | Add +9.2% | 22,261 | $5.2M |
| Perigon Wealth Management, LLC | 0.16% | Add +4.7% | 22,046 | $5.2M |
| Texas Yale Capital Corp. | 0.22% | Add +0.0% | 21,419 | $5.1M |
| CENTRAL TRUST Co | 0.12% | Reduce -2.0% | 21,223 | $5.0M |
| Cwm, LLC | 0.02% | Reduce -4.0% | 21,040 | $5.0M |
| Dakota Wealth Management | 0.12% | New | 20,788 | $4.9M |
| CX Institutional | 0.24% | Reduce -1.4% | 20,780 | $4.9M |
| HFG Advisors, Inc. | 4.24% | Add +17.9% | 20,283 | $4.8M |
| Asset Management Group, Inc. | 0.71% | Reduce -0.7% | 19,862 | $4.7M |
| Harbor Investment Advisory, LLC | 0.49% | Reduce -0.6% | 19,740 | $4.7M |
| Arrow Investment Advisors, LLC | 3.95% | Reduce -7.1% | 19,595 | $4.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.8% | 19,394 | $4.5M |
| Ziegler Capital Management, LLC | 0.17% | Add +3.8% | 19,229 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +128.5% | 19,160 | $4.5M |
| Tenret Co LLC | 3.18% | Add +3.9% | 19,123 | $4.5M |
| Mosaic Family Wealth Partners, LLC | 0.74% | Reduce -0.5% | 19,081 | $4.5M |
| Ifrah Financial Services, Inc. | 1.26% | Reduce -2.5% | 19,078 | $4.5M |
| Eclectic Associates Inc. | 2.04% | Reduce -2.8% | 18,973 | $4.5M |
| Trustmark Bank Trust Department | 0.36% | Reduce -1.1% | 18,903 | $4.5M |
| HRC Wealth Management, LLC | 3.23% | Add +19.5% | 18,754 | $4.4M |
| Advisory Services Network, LLC | 0.10% | Add +9.6% | 18,667 | $4.4M |
| Arax Advisory Partners | 0.46% | Add +1.2% | 18,653 | $4.4M |
| Fusion Capital, LLC | 2.01% | Add +1.6% | 18,635 | $4.4M |
| Marietta Wealth Management, LLC | 0.72% | Reduce -0.0% | 18,623 | $4.4M |
| Nwam LLC | 0.35% | Reduce -7.5% | 18,719 | $4.4M |
| Focus Partners Wealth | 0.04% | Reduce -7.5% | 18,559 | $4.4M |
| TFB Advisors LLC | 1.58% | Add +32.2% | 19,490 | $4.4M |
| Park Avenue Securities LLC | 0.06% | Add +297.5% | 18,426 | $4.3M |
| BNP Paribas Financial Markets | 0.01% | Add +8.2% | 18,403 | $4.3M |
| Zeit Capital LLC | 3.49% | Reduce -0.8% | 18,345 | $4.3M |
| First United Bank & Trust | 1.57% | Reduce -1.4% | 17,999 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -38.5% | 17,849 | $4.2M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -0.6% | 17,784 | $4.2M |
| Blair William & Co. | 0.01% | Add +12.8% | 17,406 | $4.1M |
| Signet Financial Management, LLC | 0.56% | Reduce -3.5% | 17,394 | $4.1M |
| Councilor Wealth, LLC | 2.01% | Reduce -2.2% | 17,058 | $4.0M |
| HB Wealth Management, LLC | 0.05% | Add +0.1% | 16,982 | $4.0M |
| Brown Advisory Inc. | 0.01% | Reduce -0.7% | 16,870 | $4.0M |
| Moneco Advisors, LLC | 0.63% | Add +7.6% | 16,797 | $4.0M |
| Everhart Financial Group, Inc. | 1.15% | Add +5.5% | 16,679 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Add +24.4% | 16,433 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +3.3% | 16,314 | $3.8M |
| Cassady Schiller Wealth Management, LLC | 1.70% | Add +4.7% | 16,157 | $3.8M |
| Concourse Financial Group Securities, Inc. | 0.24% | Add +4156.0% | 16,045 | $3.8M |
| Regency Capital Management Inc.\DE | 2.38% | Reduce -0.5% | 15,860 | $3.7M |
| Valley Wealth Managers, Inc. | 0.28% | Reduce -3.2% | 15,825 | $3.7M |
| SageView Advisory Group, LLC | 0.19% | Add +1996.8% | 48,856 | $3.7M |
| Planning Directions Inc. | 2.55% | Add +8.0% | 15,553 | $3.7M |
| Mather Group, Llc. | 0.06% | Reduce -7.5% | 16,289 | $3.6M |
| Victory Financial Group, LLC | 2.11% | Reduce -17.1% | 15,120 | $3.6M |
| MidAtlantic Capital Management, Inc. | 3.10% | Reduce -0.0% | 14,993 | $3.5M |
| Bouvel Investment Partners, LLC | 1.51% | Reduce -3.4% | 14,788 | $3.5M |
| Titleist Asset Management, LLC | 0.60% | Add +5.8% | 14,568 | $3.4M |
| IVC Wealth Advisors LLC | 1.97% | Add +4.1% | 14,470 | $3.4M |
| Associated Banc-Corp | 0.11% | Add +6.4% | 14,245 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +0.9% | 14,169 | $3.3M |
| Juncture Wealth Strategies, LLC | 1.43% | Add +47.2% | 14,094 | $3.3M |
| Tsfg, LLC | 0.83% | Reduce -19.8% | 13,974 | $3.3M |
| Cary Street Partners Investment Advisory LLC | 0.14% | No change | 13,945 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 13,845 | $3.3M |
| Clark Financial Services Group Inc. | 3.87% | Reduce -0.4% | 13,622 | $3.2M |
| LifePlan Investment Advisors, Inc. | 2.55% | Add +72.8% | 13,572 | $3.2M |
| UMB Bank, n.a. | 0.05% | Add +20.9% | 13,554 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +5.1% | 16,247 | $3.2M |
| Aptus Capital Advisors, LLC | 0.07% | Add +6.1% | 13,395 | $3.2M |
| Cohen Klingenstein LLC | 0.12% | Add +0.6% | 13,165 | $3.1M |
| MSH Capital Advisors LLC | 1.09% | Reduce -1.4% | 13,118 | $3.1M |
| Moody National Bank Trust Division | 0.24% | No change | 12,868 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +4.4% | 12,740 | $3.0M |
| Willis Johnson & Associates, Inc. | 0.26% | Reduce -1.2% | 12,631 | $3.0M |
| Manchester Capital Management LLC | 0.36% | No change | 12,493 | $2.9M |
| Shira Ridge Wealth Management | 1.68% | Reduce -5.5% | 12,427 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.5% | 12,354 | $2.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +5.0% | 12,167 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.53% | Add +3.2% | 12,114 | $2.9M |
| MAS Advisors LLC | 3.29% | No change | 12,097 | $2.9M |
| Mutual Advisors, LLC | 0.09% | Add +1.9% | 12,046 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +4.6% | 12,003 | $2.8M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -5.3% | 11,991 | $2.8M |
| White Lighthouse Investment Management Inc. | 0.57% | Reduce -1.5% | 11,902 | $2.8M |
| Whitegate Investment Counselors, Inc. | 0.78% | Add +10.9% | 11,756 | $2.8M |
| Brighton Jones LLC | 0.10% | Reduce -5.0% | 11,479 | $2.7M |
| Stuart Investment Advisors, Inc. | 1.75% | Reduce -8.2% | 11,429 | $2.7M |
| Clearstead Advisors, LLC | 0.13% | Add +0.1% | 11,523 | $2.6M |
| Inspire Trust Co, N.A. | 1.48% | Add +57.7% | 11,211 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.4% | 11,107 | $2.6M |
| Weinberger Asset Management, Inc | 1.26% | Reduce -10.1% | 11,038 | $2.6M |
| Verus Capital Partners, LLC | 0.29% | Reduce -21.3% | 10,977 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.20% | No change | 10,976 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.38% | Reduce -0.6% | 10,958 | $2.6M |
| SilverOak Wealth Management LLC | 0.64% | Reduce -0.7% | 10,873 | $2.6M |
| Cooksen Wealth, LLC | 2.65% | Add +2.9% | 10,801 | $2.5M |
| Ballentine Partners, LLC | 0.05% | No change | 10,796 | $2.5M |
| Savant Capital, LLC | 0.03% | Add +7.0% | 10,749 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.33% | No change | 10,694 | $2.5M |
| Simmons Bank | 0.19% | Reduce -3.0% | 10,606 | $2.5M |
| Royal Fund Management, LLC | 0.29% | Reduce -3.8% | 10,527 | $2.5M |
| Grey Street Capital, LLC | 0.33% | New | 10,394 | $2.5M |
| Hall Kathryn A. | 0.56% | No change | 10,298 | $2.4M |
| Caprock Group, LLC | 0.14% | Add +0.9% | 10,261 | $2.4M |
| Wealth Alliance, LLC | 0.31% | Reduce -0.1% | 10,159 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -8.6% | 10,157 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +4.0% | 10,140 | $2.4M |
| Financial Advocates Investment Management | 0.14% | Reduce -5.7% | 9,818 | $2.4M |
| KPP Advisory Services LLC | 0.65% | New | 10,057 | $2.4M |
| SOL Capital Management CO | 0.29% | Reduce -1.3% | 9,922 | $2.3M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -7.0% | 9,842 | $2.3M |
| Intergy Private Wealth, LLC | 0.95% | Reduce -0.2% | 9,750 | $2.3M |
| Safeguard Financial, LLC | 0.74% | Add +5.6% | 9,683 | $2.3M |
| IFG Advisory, LLC | 0.17% | Add +11.2% | 9,666 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.37% | Reduce -0.4% | 9,594 | $2.3M |
| Sterling Financial Planning, Inc. | 0.91% | Reduce -3.6% | 9,537 | $2.2M |
| Keel Point, LLC | 0.23% | Add +5.4% | 9,506 | $2.2M |
| ERn Financial, LLC | 0.39% | Reduce -0.7% | 9,449 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +1.5% | 9,380 | $2.2M |
| Crestwood Advisors Group, LLC | 0.05% | Add +51.2% | 9,218 | $2.2M |
| Magnus Financial Group LLC | 0.26% | Add +1.3% | 9,186 | $2.2M |
| WealthShield Partners, LLC | 0.35% | Reduce -22.0% | 9,159 | $2.2M |
| ProVise Management Group, LLC | 0.18% | Reduce -0.7% | 9,018 | $2.1M |
| CJM Wealth Advisers, Ltd. | 0.81% | Reduce -0.6% | 9,010 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +0.8% | 8,979 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -54.7% | 8,977 | $2.1M |
| Meridian Financial Advisors, LLC | 1.57% | Reduce -0.8% | 8,897 | $2.1M |
| Tritonpoint Wealth, LLC | 0.22% | Add +17.2% | 11,173 | $2.1M |
| Idaho Trust Co | 2.00% | New | 8,773 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 2.00% | Add +5.1% | 8,773 | $2.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +15.3% | 9,136 | $2.0M |
| Sawgrass Asset Management LLC | 0.22% | Add +12.3% | 8,686 | $2.0M |
| JPL Wealth Management, LLC | 1.13% | New | 8,685 | $2.0M |
| Paulson Wealth Management Inc. | 0.60% | Reduce -6.1% | 8,589 | $2.0M |
| Wells Trecaso Financial Group, LLC | 0.72% | Reduce -9.6% | 8,584 | $2.0M |
| Insight Advisors, LLC/ PA | 0.39% | No change | 8,534 | $2.0M |
| Richard P Slaughter Associates Inc | 0.49% | Add +8.0% | 8,518 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +7.3% | 8,479 | $2.0M |
| Segment Wealth Management, LLC | 0.15% | Reduce -19.3% | 8,325 | $2.0M |
| Ascent Group, LLC | 0.17% | New | 8,262 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -50.7% | 8,191 | $1.9M |
| Mustard Seed Financial, LLC | 1.91% | Add +5.8% | 8,135 | $1.9M |
| PFG Advisors | 0.14% | Add +16.4% | 8,091 | $1.9M |
| Ally Invest Advisors Inc. | 0.19% | Add +17.7% | 8,069 | $1.9M |
| Aspire Wealth Management Corp | 1.13% | Reduce -0.8% | 7,960 | $1.9M |
| Leading Edge Financial Planning LLC | 0.83% | Add +100.3% | 7,944 | $1.9M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | No change | 7,930 | $1.9M |
| Center For Asset Management LLC | 1.53% | Reduce -2.2% | 7,918 | $1.9M |
| Clearwater Capital Advisors, LLC | 0.20% | No change | 7,882 | $1.9M |
| GC Wealth Management RIA, LLC | 0.37% | New | 7,817 | $1.8M |
| Falcon Wealth Planning | 0.29% | Reduce -9.2% | 7,779 | $1.8M |
| Americana Partners, LLC | 0.15% | No change | 7,755 | $1.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +11.1% | 7,738 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -14.5% | 7,669 | $1.8M |
| Colonial Trust Co / SC | 0.34% | Reduce -0.6% | 7,648 | $1.8M |
| Community Financial Services Group, LLC | 0.41% | — | 7,640 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +64.5% | 7,631 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.32% | Reduce -17.6% | 7,571 | $1.8M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -36.0% | 7,566 | $1.8M |
| Next Capital Management LLC | 0.72% | No change | 7,530 | $1.8M |
| Main Street Financial Solutions, LLC | 0.19% | Add +5.5% | 7,483 | $1.8M |
| Asset Allocation & Management Company, LLC | 1.13% | No change | 7,329 | $1.7M |
| Frisch Financial Group, Inc. | 0.57% | Reduce -6.0% | 7,316 | $1.7M |
| Etfidea, LLC | 0.58% | Add +3.2% | 7,272 | $1.7M |
| Argent Trust Co | 0.08% | No change | 7,194 | $1.7M |
| Visionary Wealth Advisors | 0.11% | Add +0.0% | 7,194 | $1.7M |
| Axxcess Wealth Management, LLC | 0.05% | Add +15.1% | 7,171 | $1.7M |
| Quadrant Capital Group LLC | 0.13% | Reduce -22.1% | 7,082 | $1.7M |
| Valley National Advisers Inc. | 0.25% | Add +26.3% | 7,055 | $1.7M |
| Fee-Only Financial Planning, L.C. | 1.11% | Reduce -1.0% | 6,980 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -24.9% | 6,963 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +4.3% | 6,899 | $1.6M |
| Lowery Thomas, LLC | 1.24% | Add +8.2% | 6,896 | $1.6M |
| Envision Financial Planning, LLC | 1.30% | Reduce -13.3% | 6,805 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -12.8% | 6,763 | $1.6M |
| Silver Lake Advisory, LLC | 0.38% | New | 6,725 | $1.6M |
| Family Manage LLC | 0.29% | Reduce -1.9% | 6,708 | $1.6M |
| City Holding Co. | 0.24% | Add +1.2% | 6,651 | $1.6M |
| Wambolt & Associates, LLC | 0.47% | Add +32.0% | 6,687 | $1.6M |
| Oppenheimer & Co. Inc. | 0.03% | New | 6,610 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +23.7% | 6,509 | $1.5M |
| Raymond James Trust N.A. | 0.04% | Reduce -0.6% | 6,507 | $1.5M |
| Bare Financial Services, Inc | 1.46% | Add +549.6% | 6,788 | $1.5M |
| Global Retirement Partners, LLC | 0.06% | Add +11.2% | 6,364 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -53.1% | 6,360 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.23% | Add +39.6% | 6,354 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +344.6% | 6,322 | $1.5M |
| Novak & Powell Financial Services, Inc. | 1.11% | Add +964.0% | 57,871 | $1.5M |
| Marcum Wealth, LLC | 0.15% | No change | 6,296 | $1.5M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -7.7% | 6,263 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.37% | No change | 6,231 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +14.3% | 6,209 | $1.5M |
| Berkshire Money Management, Inc. | 0.18% | New | 6,200 | $1.5M |
| Legacy Edge Advisors, LLC | 0.30% | Reduce -11.6% | 6,140 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +32.1% | 6,373 | $1.4M |
| Colonial Trust Advisors | 0.14% | Reduce -2.5% | 6,060 | $1.4M |
| Sierra Capital LLC | 0.18% | Add +0.3% | 5,977 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +463.9% | 5,881 | $1.4M |
| Simon Quick Advisors, LLC | 0.10% | Add +0.2% | 5,861 | $1.4M |
| Mathes Company, Inc. | 0.52% | No change | 5,820 | $1.4M |
| Integrated Investment Consultants, LLC | 0.38% | No change | 5,802 | $1.4M |
| Petix & Botte Co | 0.34% | Add +150.8% | 5,773 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.2% | 5,768 | $1.4M |
| Baldwin Investment Management, LLC | 0.18% | No change | 5,684 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -33.0% | 5,663 | $1.3M |
| Prio Wealth Limited Partnership | 0.04% | Add +2.4% | 5,655 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -0.4% | 5,942 | $1.3M |
| Smith Anglin Financial, LLC | 0.14% | No change | 5,640 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.38% | New | 5,628 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.0% | 5,566 | $1.3M |
| Nicolet Advisory Services, LLC | 0.13% | Reduce -0.7% | 5,572 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +2134.8% | 5,520 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | No change | 5,488 | $1.3M |
| Evergreen Wealth Management, LLC | 0.88% | No change | 5,482 | $1.3M |
| Hexagon Capital Partners LLC | 0.29% | Reduce -13.8% | 5,479 | $1.3M |
| Founders Financial Securities LLC | 0.13% | Add +61.2% | 5,366 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Add +0.0% | 5,340 | $1.3M |
| Collective Family Office LLC | 0.41% | Add +26.9% | 5,310 | $1.3M |
| First American Trust, FSB | 0.13% | Add +162.8% | 5,264 | $1.2M |
| Dentgroup LLC | 1.02% | Reduce -3.1% | 5,223 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -17.8% | 5,214 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -1.6% | 5,121 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +26.9% | 5,095 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.95% | Reduce -0.8% | 5,085 | $1.2M |
| Geneva Partners, LLC | 0.53% | Add +21.5% | 5,050 | $1.2M |
| FC Advisory LLC | 0.44% | Reduce -0.1% | 5,030 | $1.2M |
| Keybank National Association | 0.00% | Add +0.3% | 5,018 | $1.2M |
| Wedmont Private Capital | 0.09% | Reduce -1.3% | 5,036 | $1.2M |
| Busey Bank | 0.04% | No change | 4,990 | $1.2M |
| Mgo One Seven LLC | 0.06% | Reduce -5.8% | 4,970 | $1.2M |
| JNBA Financial Advisors | 0.12% | Reduce -7.7% | 4,859 | $1.1M |
| Consolidated Portfolio Review Corp | 0.30% | Reduce -37.5% | 4,847 | $1.1M |
| Vernal Point Advisors, LLC | 0.97% | No change | 4,817 | $1.1M |
| Bank of Hawaii | 0.05% | Add +27.7% | 4,785 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +296.6% | 4,934 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.30% | Reduce -6.8% | 4,740 | $1.1M |
| Creative Financial Designs Inc. | 0.11% | Add +68.5% | 4,714 | $1.1M |
| Stevens Capital Partners | 0.66% | Reduce -6.6% | 4,676 | $1.1M |
| Lane & Associates LLC | 0.69% | Reduce -10.0% | 4,669 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.49% | No change | 4,667 | $1.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | Reduce -2.5% | 4,652 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -43.2% | 4,609 | $1.1M |
| Simplicity Wealth,LLC | 0.03% | New | 4,609 | $1.1M |
| OxenFree Capital LLC | 0.99% | Add +3.2% | 4,577 | $1.1M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -34.1% | 4,566 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +197.4% | 4,530 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +5.5% | 4,520 | $1.1M |
| Cherrydale Wealth Management, LLC | 0.50% | Reduce -27.0% | 4,515 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +11.7% | 4,486 | $1.1M |
| Steph & Co. | 0.36% | Reduce -1.6% | 4,469 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.25% | Add +5.3% | 4,434 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -51.4% | 4,369 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Reduce -4.8% | 4,365 | $1.0M |
| NFSG Corp | 0.45% | Add +49.1% | 4,328 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -63.0% | 4,321 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -63.0% | 4,321 | $1.0M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -21.1% | 4,305 | $1.0M |
| Csenge Advisory Group | 0.06% | Add +310.4% | 4,297 | $1.0M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -2.0% | 4,287 | $1.0M |
| Smithfield Trust Co | 0.05% | Reduce -4.7% | 4,223 | $1.0M |
| Wrapmanager Inc. | 0.28% | Reduce -3.9% | 4,236 | $999K |
| Hilltop National Bank | 0.34% | — | 4,235 | $999K |
| Greenhouse Wealth Management, LLC | 0.74% | Add +0.1% | 4,213 | $993K |
| Johnson Investment Counsel Inc. | 0.01% | Add +53.6% | 4,140 | $976K |
| Ridgewood Investments LLC | 0.52% | Add +1.0% | 4,138 | $976K |
| Pure Financial Advisors, LLC | 0.03% | Reduce -1.7% | 4,102 | $967K |
| Townsquare Capital LLC | 0.01% | Reduce -50.2% | 4,068 | $959K |
| Regions Financial Corp. | 0.01% | Add +12.6% | 4,063 | $958K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.6% | 4,058 | $956K |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -9.8% | 4,055 | $956K |
| SC&H Financial Advisors, Inc. | 0.25% | No change | 4,028 | $950K |
| Heartwood Wealth Advisors LLC | 0.12% | No change | 4,019 | $948K |
| Cibc World Market Inc. | 0.00% | Add +8.8% | 4,005 | $944K |
| Choreo, LLC | 0.02% | Add +34.9% | 3,999 | $943K |
| Beacon Financial Planning, Inc. | 0.65% | Add +0.1% | 3,969 | $936K |
| Nemes Rush Group LLC | 0.13% | No change | 3,958 | $933K |
| Plancorp, LLC | 0.04% | Add +77.7% | 3,927 | $926K |
| Carnegie Investment Counsel | 0.03% | Reduce -0.1% | 3,919 | $924K |
| Flagstar Securities, Inc. | 0.26% | Reduce -4.2% | 3,902 | $920K |
| SeaCrest Wealth Management, LLC | 0.11% | Add +0.1% | 3,784 | $892K |
| Transatlantique Private Wealth LLC | 0.39% | Add +3.7% | 3,781 | $892K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,766 | $888K |
| Brookstone Capital Management | 0.02% | Reduce -90.3% | 3,720 | $877K |
| Salem Investment Counselors Inc. | 0.03% | No change | 3,716 | $876K |
| Zions Bancorporation, N.A. | 0.06% | No change | 3,667 | $865K |
| First Western Trust Bank | 0.04% | No change | 3,657 | $862K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.9% | 3,657 | $862K |
| FDx Advisors, Inc. | 0.13% | Reduce -0.5% | 3,655 | $862K |
| KMG Fiduciary Partners, LLC | 0.09% | No change | 3,651 | $861K |
| Cedar Brook Financial Partners, LLC | 0.17% | Add +0.1% | 3,627 | $855K |
| Imprint Wealth LLC | 0.21% | New | 3,642 | $854K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -63.5% | 3,619 | $853K |
| St. Louis Trust Co | 0.13% | No change | 3,597 | $848K |
| Horizon Bancorp Inc. | 0.40% | Reduce -1.6% | 3,598 | $848K |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -4.0% | 3,517 | $829K |
| IFP Advisors, Inc | 0.04% | Add +254.4% | 3,491 | $823K |
| Strategic Financial Partners, Ltd. | 0.45% | Add +1.7% | 3,470 | $818K |
| Burns Matteson Capital Management, LLC | 0.53% | Reduce -19.8% | 3,446 | $812K |
| McNamara Financial Services, Inc. | 0.17% | Reduce -1.8% | 3,415 | $805K |
| Legacy Financial Group LLC | 0.16% | New | 3,374 | $796K |
| First Financial Bank - Trust Division | 0.08% | No change | 3,328 | $785K |
| Principal Securities, Inc. | 0.02% | Add +31.8% | 3,326 | $784K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 3,302 | $779K |
| Ieq Capital, LLC | 0.01% | No change | 3,302 | $779K |
| LGL Partners, LLC | 0.13% | No change | 3,287 | $775K |
| My Legacy Advisors, LLC | 0.26% | New | 3,280 | $773K |
| Strategic Financial Concepts, LLC | 0.19% | New | 3,270 | $771K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +12.2% | 3,261 | $769K |
| Aaron Wealth Advisors LLC | 0.11% | Reduce -2.3% | 3,239 | $764K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -3.2% | 3,236 | $763K |
| Calamos Wealth Management LLC | 0.04% | No change | 3,191 | $752K |
| Washington Trust Bank | 0.07% | Add +2.1% | 3,186 | $751K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 3,185 | $751K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +96.5% | 3,166 | $747K |
| Cedrus LLC | 0.40% | New | 3,125 | $737K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.4% | 3,123 | $736K |
| Gryphon Financial Partners LLC | 0.13% | Reduce -8.1% | 3,120 | $736K |
| BKM Wealth Management, LLC | 0.32% | Add +2.8% | 3,115 | $735K |
| Roman Butler Fullerton & Co. | 0.28% | Add +4.1% | 3,323 | $734K |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +122.8% | 3,104 | $732K |
| Belpointe Asset Management LLC | 0.05% | Add +3.7% | 3,103 | $732K |
| Warner Financial, Inc. | 0.36% | Add +8.6% | 3,087 | $728K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.8% | 3,065 | $723K |
| Financial Freedom, LLC | 0.43% | No change | 3,053 | $720K |
| National Bank of Canada | 0.00% | Add +13.4% | 3,121 | $718K |
| Blackston Financial Advisory Group, LLC | 0.48% | Reduce -11.8% | 3,046 | $718K |
| Courier Capital LLC | 0.05% | Reduce -7.9% | 3,040 | $717K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 3,038 | $716K |
| Sterling Investment Counsel, LLC | 0.33% | Add +137.2% | 3,029 | $714K |
| CreativeOne Wealth, LLC | 0.03% | Add +124.0% | 2,979 | $703K |
| Aviso Wealth Management | 0.44% | No change | 2,958 | $697K |
| Uptick Partners, LLC | 0.53% | Add +0.5% | 2,931 | $691K |
| Sepio Capital, LP | 0.06% | Add +0.5% | 2,922 | $689K |
| Independent Wealth Network Inc. | 0.32% | Add +0.3% | 2,917 | $688K |
| Certified Advisory Corp | 0.10% | Add +78.3% | 2,904 | $685K |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.0% | 2,872 | $677K |
| XML Financial, LLC | 0.07% | Reduce -0.5% | 2,872 | $677K |
| Lido Advisors, LLC | 0.01% | New | 2,847 | $671K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.1% | 2,846 | $671K |
| 1834 Investment Advisors Co. | 0.08% | Add +2.1% | 2,844 | $671K |
| Cornerstone Advisory, LLC | 0.10% | Reduce -2.7% | 2,838 | $669K |
| Rockbridge Investment Management, LCC | 0.10% | Reduce -6.9% | 2,753 | $649K |
| Bernardo Wealth Planning LLC | 0.18% | Reduce -0.1% | 2,746 | $647K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.1% | 2,857 | $641K |
| BCS Wealth Management | 0.20% | No change | 2,707 | $638K |
| Waterfront Wealth Inc. | 0.18% | No change | 2,831 | $638K |
| Accel Wealth Management | 0.27% | No change | 2,686 | $633K |
| Freedom Investment Management, Inc. | 0.05% | Add +4.1% | 2,684 | $633K |
| Wesbanco Bank Inc. | 0.02% | Reduce -2.5% | 2,679 | $632K |
| Morton Brown Family Wealth, LLC | 0.26% | Reduce -0.2% | 2,663 | $628K |
| Revolve Wealth Partners, LLC | 0.11% | Add +6.6% | 2,661 | $627K |
| Secure Asset Management, LLC | 0.15% | New | 2,628 | $620K |
| Spire Wealth Management | 0.01% | Add +14.9% | 2,624 | $619K |
| Roof Eidam Maycock Peralta, LLC | 0.17% | No change | 2,620 | $618K |
| Cahill Wealth Management, LLC | 0.36% | Add +0.1% | 2,609 | $615K |
| Norden Group LLC | 0.12% | New | 2,603 | $614K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -0.9% | 2,596 | $612K |
| Citizens Financial Group Inc. | 0.02% | Add +7.2% | 2,577 | $608K |
| WR Wealth Planners, LLC | 0.19% | Reduce -5.8% | 2,569 | $606K |
| Evolution Advisers, Inc. | 0.36% | No change | 2,560 | $604K |
| Steele Capital Management, Inc. | 0.03% | No change | 2,525 | $595K |
| SteelPeak Wealth, LLC | 0.03% | Add +25.4% | 2,507 | $591K |
| Graypoint LLC | 0.04% | Reduce -2.3% | 2,501 | $590K |
| Mission Wealth Management, LP | 0.02% | Add +48.6% | 2,478 | $584K |
| OneAscent Financial Services LLC | 0.06% | Add +166.7% | 2,467 | $582K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -12.9% | 2,465 | $581K |
| Ledyard National Bank | 0.06% | No change | 2,463 | $581K |
| L. Roy Papp & Associates, LLP | 0.07% | No change | 2,430 | $573K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,426 | $572K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +44.8% | 2,415 | $569K |
| Advus Financial Partners, LLC | 0.17% | No change | 2,400 | $566K |
| Ocean Park Asset Management, LLC | 0.03% | Add +37.8% | 2,389 | $563K |
| Owen LaRue, LLC | 0.35% | Add +69.0% | 2,374 | $560K |
| Atlantic Union Bankshares Corp | 0.05% | Add +38.9% | 2,334 | $550K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +6.0% | 2,329 | $549K |
| Alliancebernstein L.P. | 0.00% | Reduce -22.2% | 2,318 | $547K |
| Tyche Wealth Partners LLC | 0.13% | No change | 2,309 | $544K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -1.3% | 2,296 | $541K |
| Strategic Financial Services, Inc. | 0.03% | Add +0.9% | 2,281 | $538K |
| Milestone Investment Advisors LLC | 0.14% | No change | 2,277 | $537K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $533K |
| Reynders McVeigh Capital Management, LLC | 0.03% | No change | 2,241 | $529K |
| Trivium Point Advisory, LLC | 0.11% | New | 2,233 | $527K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 2,224 | $524K |
| Bridgewealth Advisory Group, LLC | 0.26% | Reduce -9.6% | 2,223 | $524K |
| Fortis Capital Advisors, LLC | 0.22% | Reduce -25.8% | 2,219 | $523K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,213 | $522K |
| Verdence Capital Advisors LLC | 0.05% | Add +3.1% | 2,211 | $521K |
| Anchor Investment Management, LLC | 0.05% | Add +20.3% | 2,204 | $520K |
| Wealthspan Partners, LLC | 0.31% | Add +13.7% | 2,203 | $519K |
| Kiely Wealth Advisory Group, Inc. | 0.29% | No change | 2,267 | $517K |
| Spreng Capital Management, Inc. | 0.28% | Add +80.3% | 2,185 | $515K |
| NorthRock Partners, LLC | 0.02% | Add +0.6% | 2,175 | $513K |
| Smartleaf Asset Management LLC | 0.10% | Reduce -15.4% | 2,175 | $513K |
| Cyrus J. Lawrence, LLC | 0.11% | — | 2,157 | $508K |
| Retirement Income Solutions, Inc. | 0.11% | New | 2,144 | $506K |
| One Capital Management, LLC | 0.02% | No change | 2,132 | $503K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -0.1% | 2,118 | $500K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,116 | $499K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -36.5% | 2,112 | $498K |
| Powell Investment Advisors, LLC | 0.26% | No change | 2,109 | $497K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +7.4% | 2,103 | $496K |
| Bishop & Co Investment Management, LLC | 0.20% | Reduce -62.8% | 2,094 | $494K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,093 | $494K |
| WP Advisors, LLC | 0.16% | Add +0.1% | 2,082 | $491K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +0.6% | 2,061 | $486K |
| Ewa, LLC | 0.22% | Add +0.2% | 2,101 | $484K |
| DDFG, Inc | 0.15% | Reduce -66.5% | 2,044 | $482K |
| Vise Technologies, Inc. | 0.09% | Reduce -11.2% | 2,035 | $480K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.8% | 2,031 | $479K |
| Vertex Planning Partners, LLC | 0.13% | Reduce -1.2% | 2,013 | $475K |
| CPA Asset Management Group, LLC | 0.26% | No change | 2,005 | $473K |
| Renaissance Technologies | 0.00% | New | 2,000 | $472K |
| New England Private Wealth Advisors LLC | 0.08% | Reduce -25.9% | 2,007 | $472K |
| Integrated Advisors Network LLC | 0.02% | Reduce -6.2% | 1,960 | $462K |
| Dearborn Partners LLC | 0.02% | No change | 1,944 | $458K |
| Financial Planning & Information Services, Inc. | 0.07% | No change | 1,937 | $457K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -55.2% | 1,931 | $455K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -13.9% | 1,929 | $455K |
| Centaurus Financial, Inc. | 0.03% | Reduce -33.9% | 1,904 | $449K |
| Triton Wealth Management, PLLC | 0.31% | Reduce -9.2% | 2,003 | $449K |
| Willner & Heller, LLC | 0.44% | Reduce -7.3% | 1,893 | $446K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -16.3% | 1,892 | $446K |
| HUB Investment Partners, LLC | 0.02% | Reduce -10.2% | 1,863 | $439K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +31.2% | 1,837 | $433K |
| Wealthstream Advisors, Inc. | 0.16% | No change | 1,836 | $433K |
| Wallace Advisory Group, LLC | 0.32% | New | 1,969 | $432K |
| Members Advisory Group LLC | 0.24% | No change | 1,806 | $427K |
| Archford Capital Strategies, LLC | 0.07% | No change | 1,804 | $425K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -1.3% | 1,792 | $423K |
| NBT Bank, N.A. | 0.03% | Add +6780.8% | 1,789 | $422K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $420K |
| N.E.W. Advisory Services LLC | 0.05% | Add +5.0% | 1,779 | $419K |
| Klingman & Associates, LLC | 0.03% | Reduce -3.5% | 1,750 | $413K |
| Kennicott Capital Management LLC | 0.18% | No change | 1,739 | $410K |
| Jacobi Capital Management LLC | 0.04% | Reduce -4.5% | 1,729 | $408K |
| StoneX Group Inc. | 0.04% | Reduce -2.6% | 1,715 | $404K |
| Empower Advisory Group, LLC | 0.00% | Add +0.8% | 1,715 | $404K |
| Meridian Wealth Advisors, LLC | 0.07% | Add +4.4% | 1,694 | $399K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,678 | $396K |
| Evermay Wealth Management LLC | 0.06% | Add +1212.6% | 1,667 | $393K |
| Kanawha Capital Management LLC | 0.03% | Reduce -44.1% | 1,664 | $392K |
| Girard Partners LTD. | 0.04% | Reduce -5.6% | 1,652 | $390K |
| Beacon Financial Group | 0.04% | Reduce -0.8% | 1,634 | $385K |
| Mission Creek Capital Partners, Inc. | 0.10% | Add +0.2% | 1,631 | $385K |
| Acropolis Investment Management, LLC | 0.03% | No change | 1,631 | $384K |
| Independence Asset Advisors, LLC | 9.20% | Add +0.1% | 1,619 | $382K |
| HBW Advisory Services LLC | 0.07% | No change | 1,732 | $380K |
| Chapin Davis, Inc. | 0.14% | Reduce -31.5% | 1,603 | $378K |
| 49 Wealth Management, LLC | 0.08% | Reduce -5.1% | 1,610 | $378K |
| Von Berge Wealth Management Group, LLC | 0.24% | Reduce -1.2% | 1,594 | $376K |
| Strategic Blueprint, LLC | 0.03% | Add +16.9% | 1,591 | $375K |
| Pacific Sun Financial Corp | 0.22% | No change | 1,580 | $373K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -7.8% | 1,578 | $372K |
| Vectors Research Management, LLC | 0.11% | Reduce -14.1% | 1,578 | $372K |
| 9258 Wealth Management, LLC | 0.06% | No change | 1,556 | $367K |
| Rehmann Capital Advisory Group | 0.03% | Add +30.0% | 1,540 | $363K |
| RFG Advisory, LLC | 0.01% | Reduce -2.4% | 1,537 | $363K |
| Fidelis Capital Partners, LLC | 0.05% | New | 1,530 | $361K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +0.1% | 1,521 | $359K |
| Florida Financial Advisors, LLC | 0.26% | New | 1,509 | $356K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,500 | $354K |
| Partners in Financial Planning | 0.08% | No change | 1,492 | $352K |
| Continuum Advisory, LLC | 0.05% | Reduce -57.6% | 1,521 | $350K |
| Townsend Asset Management Corp. /NC/ | 0.14% | Add +0.1% | 1,481 | $349K |
| Allred Capital Management, LLC | 0.14% | Add +9.3% | 1,477 | $348K |
| HSBC Holdings PLC | 0.00% | No change | 1,468 | $346K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 1,463 | $345K |
| Lake Street Private Wealth, LLC | 0.05% | No change | 1,451 | $342K |
| Evanson Asset Management, LLC | 0.03% | Add +23.5% | 1,421 | $335K |
| Obsidian Personal Planning Solutions LLC | 0.22% | Reduce -10.8% | 1,494 | $334K |
| North Star Asset Management Inc. | 0.02% | No change | 1,409 | $332K |
| BLB&B Advisors, LLC | 0.02% | Reduce -1.8% | 1,387 | $327K |
| Valmark Advisers, Inc. | 0.01% | No change | 1,377 | $325K |
| Wells Financial Advisors INC | 0.22% | No change | 1,356 | $320K |
| Oakworth Capital, Inc. | 0.02% | Add +125.3% | 1,325 | $312K |
| RFG Holdings, Inc. | 0.13% | Add +9.3% | 1,321 | $312K |
| WMG Financial Advisors, LLC | 0.18% | Add +13.2% | 1,314 | $310K |
| Pinion Investment Advisors, LLC | 0.16% | New | 1,310 | $309K |
| Rosenblum Silverman Sutton S F Inc. | 0.09% | New | 1,308 | $308K |
| M&T Bank Corp | 0.00% | No change | 1,298 | $306K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -9.4% | 1,294 | $305K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $300K |
| Howland Capital Management LLC | 0.01% | Add +4.1% | 1,273 | $300K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 1,266 | $298K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +36.4% | 1,262 | $298K |
| &partners | 0.04% | New | 1,259 | $297K |
| Whittier Trust Co. | 0.00% | No change | 1,244 | $293K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $292K |
| Haverford Trust Co | 0.00% | Reduce -4.4% | 1,230 | $290K |
| Carmichael Hill & Associates, Inc. | 0.12% | Reduce -4.8% | 1,216 | $287K |
| New Hampshire Trust | 0.07% | No change | 1,212 | $286K |
| Keystone Financial Group | 0.04% | Add +9.6% | 1,203 | $284K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 1,200 | $283K |
| Silver Coast Investments LLC | 0.11% | New | 1,193 | $281K |
| QRG Capital Management, Inc. | 0.00% | New | 1,175 | $277K |
| Hoylecohen, LLC | 0.02% | Add +17.6% | 1,171 | $276K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 1,169 | $276K |
| Stratos Investment Management, LLC | 0.03% | Add +0.2% | 1,155 | $273K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 1,156 | $272K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -1.2% | 1,147 | $270K |
| Franklin Resources Inc. | 0.00% | No change | 1,138 | $268K |
| SVB Wealth LLC | 0.01% | No change | 1,135 | $268K |
| Scott Capital Advisors, LLC | 0.08% | No change | 1,143 | $267K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -15.6% | 1,131 | $267K |
| United Advisor Group, LLC | 0.10% | New | 1,124 | $265K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,129 | $265K |
| Argent Advisors, Inc. | 0.10% | No change | 1,120 | $264K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -11.4% | 1,115 | $263K |
| Gallacher Capital Management LLC | 0.13% | No change | 1,111 | $262K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 1,105 | $261K |
| Park Edge Advisors, LLC | 0.07% | Add +19.0% | 1,103 | $260K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 1,100 | $259K |
| Caldwell Trust Co | 0.03% | Add +0.4% | 1,098 | $259K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,096 | $258K |
| Silverlake Wealth Management LLC | 0.13% | Add +8.6% | 1,094 | $258K |
| MBL Wealth, LLC | 0.03% | Reduce -4.8% | 1,085 | $256K |
| S.A. Mason LLC | 0.15% | Reduce -6.5% | 1,070 | $252K |
| City State Bank | 0.11% | No change | 1,047 | $247K |
| Cooper Financial Group | 0.04% | Reduce -60.3% | 1,035 | $244K |
| Legacy Advisors, LLC | 0.03% | No change | 1,100 | $242K |
| Larson Financial Group LLC | 0.02% | Reduce -2.6% | 1,021 | $241K |
| Horizon Investments, LLC | 0.01% | Add +954.2% | 1,012 | $239K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -1.0% | 1,010 | $238K |
| SkyOak Wealth, LLC | 0.06% | Reduce -4.5% | 1,008 | $238K |
| CIC Wealth, LLC | 0.07% | Reduce -25.3% | 1,001 | $236K |
| Accredited Investors Inc. | 0.02% | New | 1,001 | $236K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.2% | 1,056 | $236K |
| WealthBridge Capital Management, LLC | 0.08% | No change | 997 | $235K |
| Wintrust Investments LLC | 0.02% | Add +6.6% | 998 | $235K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 994 | $234K |
| Summit Global Investments | 0.02% | New | 987 | $233K |
| RKL Wealth Management LLC | 0.02% | Add +0.1% | 985 | $232K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.3% | 977 | $230K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $230K |
| PrairieView Partners, LLC | 0.03% | Reduce -9.9% | 969 | $229K |
| Fort Pitt Capital Group, LLC | 0.01% | Reduce -2.2% | 967 | $228K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.3% | 964 | $227K |
| Delta Financial Group, Inc. | 0.07% | Add +5.0% | 955 | $225K |
| Hartline Investment Corp./ | 0.04% | New | 950 | $224K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 950 | $224K |
| Nicolet Bankshares Inc. | 0.05% | New | 947 | $223K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Add +0.2% | 942 | $222K |
| Ritholtz Wealth Management | 0.01% | New | 938 | $221K |
| Columbus Macro, LLC | 0.08% | No change | 936 | $221K |
| Sentinel Pension Advisors, LLC | 0.05% | No change | 936 | $221K |
| Private Client Services, LLC | 0.15% | Reduce -1.7% | 926 | $218K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 924 | $218K |
| New Insight Wealth Advisors | 0.14% | New | 920 | $217K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $217K |
| Easterly Investment Partners LLC | 0.02% | Reduce -0.1% | 917 | $216K |
| Samalin Investment Counsel, LLC | 0.10% | Add +0.2% | 916 | $216K |
| American Trust | 0.02% | Reduce -23.3% | 911 | $215K |
| Element Wealth, LLC | 0.12% | No change | 901 | $212K |
| Camelot Technology Advisors, Inc. | 0.20% | New | 900 | $212K |
| Synergy Asset Management, LLC | 0.04% | New | 900 | $212K |
| Country Club Bank | 0.01% | New | 900 | $212K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $212K |
| Eagle Strategies LLC | 0.05% | Reduce -96.8% | 895 | $211K |
| Mayfair Advisory Group, LLC | 0.15% | New | 894 | $211K |
| Gen-Wealth Partners Inc | 0.10% | — | 893 | $211K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 892 | $210K |
| Parkside Advisors LLC | 0.05% | New | 890 | $210K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 890 | $210K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.10% | New | 887 | $209K |
| Investment Advisory Group, LLC | 0.09% | New | 885 | $209K |
| Welch Group, LLC | 0.01% | Reduce -22.6% | 881 | $208K |
| Gilman Hill Asset Management, LLC | 0.04% | New | 877 | $207K |
| Coppell Advisory Solutions Corp. | 0.04% | — | 874 | $206K |
| First PREMIER Bank | 0.05% | Add +75.6% | 871 | $206K |
| Aurora Private Wealth, Inc. | 0.18% | Reduce -16.9% | 872 | $204K |
| Garrison Point Advisors, LLC | 0.13% | New | 860 | $203K |
| Dopkins Wealth Management, LLC | 0.12% | New | 856 | $202K |
| Madison Park Capital Advisors, LLC | 0.18% | New | 854 | $201K |
| Narus Financial Partners, LLC | 0.09% | New | 852 | $201K |
| Syntax Research, Inc. | 0.15% | No change | 837 | $197K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.1% | 827 | $195K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.7% | 815 | $192K |
| NewSquare Capital LLC | 0.02% | Add +805.6% | 815 | $192K |
| Financial Perspectives, Inc | 0.07% | No change | 812 | $191K |
| Armor Investment Advisors, LLC | 0.09% | No change | 800 | $189K |
| Grove Bank & Trust | 0.03% | No change | 800 | $189K |
| Legacy Bridge, LLC | 0.11% | No change | 796 | $188K |
| CoreCap Advisors, LLC | 0.01% | New | 790 | $186K |
| Signaturefd, LLC | 0.00% | Add +127.8% | 786 | $185K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.4% | 767 | $181K |
| Bank of New Hampshire | 0.05% | No change | 745 | $176K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 720 | $170K |
| Independence Bank of Kentucky | 0.05% | Reduce -6.5% | 718 | $169K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +3.0% | 712 | $168K |
| VitalStone Financial, LLC | 0.13% | No change | 710 | $167K |
| Optimum Investment Advisors | 0.07% | No change | 690 | $163K |
| Private Trust Co. NA | 0.02% | No change | 677 | $160K |
| Barclays PLC | 0.00% | No change | 670 | $158K |
| McClarren Financial Advisors, Inc. | 0.11% | Add +0.3% | 650 | $154K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 685 | $150K |
| Matrix Private Capital Group LLC | 0.10% | Reduce -19.9% | 621 | $146K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 615 | $145K |
| LRI Investments, LLC | 0.04% | — | 615 | $145K |
| GoalVest Advisory LLC | 0.05% | Add +246.6% | 610 | $144K |
| Alaska Wealth Advisors, LLC | 0.02% | No change | 607 | $143K |
| Cordant, Inc. | 0.08% | No change | 604 | $142K |
| Concord Wealth Partners | 0.03% | Add +44.5% | 601 | $142K |
| Horizon Financial Services, LLC | 0.09% | New | 601 | $142K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 601 | $142K |
| FWL Investment Management, LLC | 0.07% | Reduce -0.9% | 568 | $134K |
| Benjamin Edwards Inc. | 0.03% | Add +1.4% | 564 | $133K |
| BlackRock Inc. | 0.00% | No change | 553 | $130K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.2% | 551 | $130K |
| Jamison Private Wealth Management, Inc. | 0.02% | Add +0.2% | 538 | $127K |
| Key Financial Inc | 0.03% | No change | 519 | $122K |
| FSA Wealth Management LLC | 0.05% | Add +10.0% | 516 | $122K |
| Iron Horse Wealth Management, LLC | 0.05% | Reduce -1.0% | 515 | $121K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $120K |
| Montag A & Associates Inc. | 0.01% | No change | 496 | $117K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 484 | $114K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 481 | $113K |
| SouthState Bank Corp | 0.01% | No change | 478 | $113K |
| Richardson Financial Services Inc. | 0.08% | Add +6.5% | 458 | $108K |
| Bangor Savings Bank | 0.01% | Add +3.4% | 455 | $107K |
| Crewe Advisors LLC | 0.01% | Reduce -23.0% | 452 | $107K |
| Parallel Advisors, LLC | 0.00% | Reduce -31.7% | 438 | $103K |
| MV Capital Management, Inc. | 0.01% | No change | 421 | $99K |
| Atticus Wealth Management, LLC | 0.03% | Reduce -64.9% | 403 | $95K |
| PSI Advisors, LLC | 0.03% | No change | 400 | $94K |
| Frazier Financial Advisors, LLC | 0.08% | Reduce -4.3% | 399 | $94K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $87K |
| Sandy Spring Bank | 0.00% | Reduce -6.3% | 370 | $87K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $79K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $78K |
| Heritage Wealth Advisors | 0.00% | Reduce -16.9% | 329 | $78K |
| Creekmur Asset Management LLC | 0.02% | No change | 295 | $70K |
| Logan Capital Management Inc. | 0.00% | No change | 293 | $69K |
| Raleigh Capital Management Inc. | 0.03% | No change | 279 | $66K |
| Clean Yield Group | 0.02% | No change | 254 | $60K |
| Balentine LLC | 0.00% | No change | 253 | $60K |
| Gradient Investments LLC | 0.00% | Reduce -87.4% | 252 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.3% | 253 | $59K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -66.8% | 245 | $58K |
| Venturi Wealth Management, LLC | 0.00% | No change | 231 | $54K |
| Nordwand Advisors, LLC | 0.02% | New | 230 | $54K |
| Archer Investment Corp | 0.02% | No change | 229 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $53K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $52K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 218 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 201 | $47K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 200 | $47K |
| Parkside Financial Bank & Trust | 0.01% | Add +14.1% | 194 | $46K |
| EPG Wealth Management LLC | 0.01% | Reduce -26.9% | 190 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $43K |
| Eukles Asset Management | 0.02% | Add +47.1% | 181 | $43K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 176 | $42K |
| Caitlin John, LLC | 0.03% | Reduce -0.6% | 173 | $41K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 166 | $39K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 165 | $39K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $39K |
| Fairman Group, LLC | 0.04% | No change | 157 | $37K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $35K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 150 | $35K |
| Winch Advisory Services, LLC | 0.01% | No change | 140 | $33K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 131 | $31K |
| Beacon Capital Management, LLC | 0.01% | No change | 129 | $30K |
| McIlrath & Eck, LLC | 0.00% | Add +37.1% | 122 | $29K |
| Riverview Trust Co | 0.02% | New | 122 | $29K |
| Main Street Group, LTD | 0.01% | No change | 117 | $27K |
| Founders Financial Alliance, LLC | 0.01% | Add +465.0% | 113 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 109 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 103 | $25K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 106 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 99 | $23K |
| Global Financial Private Client, LLC | 0.01% | No change | 98 | $23K |
| LifeSteps Financial, Inc. | 0.02% | New | 95 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 93 | $22K |
| Field & Main Bank | 0.01% | No change | 90 | $21K |
| True Wealth Design, LLC | 0.01% | No change | 85 | $20K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 82 | $19K |
| Aspire Private Capital, LLC | 0.00% | No change | 78 | $18K |
| Private Ocean, LLC | 0.00% | No change | 77 | $18K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -11.6% | 76 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 72 | $17K |
| Davis Capital Management | 0.01% | Reduce -27.6% | 71 | $17K |
| Tidemark, LLC | 0.01% | No change | 70 | $17K |
| Pineridge Advisors LLC | 0.01% | Add +46.8% | 69 | $16K |
| Prestige Wealth Management Group LLC | 0.00% | Add +1.5% | 68 | $16K |
| American Capital Advisory, LLC | 0.01% | New | 80 | $16K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 66 | $16K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 62 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $13K |
| Northwest Investment Counselors, LLC | 0.00% | New | 54 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 51 | $12K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 53 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 50 | $12K |
| Pacific Center for Financial Services | 0.00% | No change | 48 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -47.2% | 47 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $11K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 44 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 42 | $10K |
| Ancora Advisors LLC | 0.00% | Add +720.0% | 41 | $10K |
| First Personal Financial Services | 0.00% | No change | 35 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $8K |
| Tyler-Stone Wealth Management | 0.00% | New | 33 | $8K |
| Pingora Partners LLC | 0.01% | New | 32 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $7K |
| Global Wealth Strategies & Associates | 0.00% | New | 30 | $7K |
| Wagner Wealth Management, LLC | 0.00% | No change | 29 | $7K |
| Vima LLC | 0.01% | No change | 33 | $6K |
| Castleview Partners, LLC | 0.00% | No change | 23 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 23 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 23 | $5K |
| Core Wealth Advisors, Inc. | 0.00% | No change | 20 | $5K |
| TruNorth Capital Management, LLC | 0.00% | — | 19 | $4K |
| Westside Investment Management, Inc. | 0.00% | New | 19 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $4K |
| Richardson Capital Management LLC | 0.00% | Reduce -68.2% | 14 | $3K |
| Robinswood Financial LLC | 0.00% | Reduce -76.7% | 14 | $3K |
| Sittner & Nelson, LLC | 0.00% | New | 13 | $3K |
| Family Asset Management, LLC | 0.00% | New | 12 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 10 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 10 | $2K |
| Avion Wealth | 0.00% | No change | 5 | $2K |
| Financial Avengers, Inc. | 0.00% | No change | 7 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 5 | $1K |
"% of holder's portfolio" is VOT's weight in each manager's 13F, not the share of Vngrd Mrngstr MC GRW ETF-Usd the manager owns.