Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q3 2024 (September 30)904holders +41
64new positions
27sold out
3famous investors
$242.41avg. 13F price*
At the end of Q3 2024, 904 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 41 from Q2 2024. 64 opened new positions and 27 sold out. The largest holders were Axiom Advisory, LLC ($722.2M), Royal Bank of Canada ($670.6M) and Morgan Stanley ($592.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q3 2024)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $68.8M |
| Exits | 27 | $14.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,213,943 shares bought and 2,627,963 shares sold, net −414,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 904 holders
| Axiom Advisory, LLC | 6.75% | Add +11.2% | 3,101,049 | $722.2M |
| Royal Bank of Canada | 0.15% | Add +12.7% | 2,754,502 | $670.6M |
| Morgan Stanley | 0.04% | Add +2.9% | 2,434,318 | $592.7M |
| Assetmark, Inc. | 1.52% | Add +5.1% | 2,185,745 | $532.2M |
| Bank of America Corp. | 0.04% | Add +1.1% | 1,825,906 | $444.6M |
| Wells Fargo & Company | 0.08% | Add +0.8% | 1,278,987 | $311.4M |
| UBS Group AG | 0.08% | Reduce -0.3% | 1,159,067 | $282.2M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -0.9% | 1,158,352 | $282.0M |
| Truepoint, Inc. | 6.68% | Add +1.2% | 1,021,951 | $248.8M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.5% | 863,662 | $210.3M |
| Tiaa Trust, National Association | 0.53% | Reduce -4.0% | 735,167 | $179.0M |
| EP Wealth Advisors, LLC | 1.50% | Add +38.1% | 715,993 | $174.3M |
| Jones Financial Companies LLLP | 0.17% | Add +2.7% | 684,179 | $166.2M |
| LPL Financial LLC | 0.07% | Reduce -0.1% | 615,926 | $150.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +35.8% | 556,286 | $135.4M |
| Rockefeller Capital Management L.P. | 0.30% | Reduce -8.1% | 465,364 | $113.3M |
| Stephens Group Asset Management, LLC | 9.18% | Add +0.8% | 451,387 | $109.9M |
| Moneta Group Investment Advisors LLC | 1.52% | Add +3.5% | 428,996 | $104.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -1.9% | 408,065 | $99.4M |
| Ameriprise Financial Inc. | 0.02% | Add +14.5% | 369,344 | $89.9M |
| Stifel Financial Corp. | 0.09% | Reduce -5.0% | 366,951 | $89.3M |
| Avior Wealth Management, LLC | 2.95% | Add +3.4% | 304,606 | $74.1M |
| Osaic Holdings, Inc. | 0.16% | Reduce -35.0% | 307,766 | $69.1M |
| Waverly Advisors, LLC | 1.27% | Reduce -3.4% | 282,814 | $68.9M |
| Truist Financial Corp. | 0.10% | Reduce -2.5% | 252,996 | $61.6M |
| Pacific Life Fund Advisors LLC | 6.05% | Reduce -17.8% | 251,692 | $61.3M |
| FMR LLC | 0.00% | Add +0.4% | 239,784 | $58.4M |
| Orgel Wealth Management, LLC | 1.36% | Reduce -50.1% | 223,792 | $54.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -3.1% | 213,503 | $52.0M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +17.5% | 212,456 | $51.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 203,686 | $49.6M |
| Money Design Co.,Ltd. | 2.36% | Add +31.8% | 194,575 | $47.4M |
| Cerity Partners LLC | 0.10% | Add +2.0% | 194,336 | $47.3M |
| Cetera Investment Advisers | 0.10% | Add +0.9% | 186,767 | $45.5M |
| Lincoln National Corp. | 1.43% | Add +3.4% | 182,850 | $44.5M |
| McAdam, LLC | 2.44% | Reduce -2.7% | 178,989 | $43.6M |
| Private Advisor Group, LLC | 0.26% | Reduce -0.9% | 172,243 | $41.9M |
| 1832 Asset Management L.P. | 0.07% | Add +1.9% | 167,303 | $40.7M |
| Equitable Holdings, Inc. | 0.38% | Reduce -3.8% | 161,897 | $39.4M |
| Trust Co | 4.65% | Add +23.6% | 158,745 | $38.6M |
| MML Investors Services, LLC | 0.13% | Add +0.7% | 148,004 | $36.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -6.7% | 138,200 | $33.6M |
| Mariner, LLC | 0.06% | Add +2.0% | 135,125 | $32.9M |
| Kwmg, LLC | 3.29% | Add +0.9% | 134,475 | $32.7M |
| Adventist Health System/ West | 4.91% | No change | 131,150 | $31.9M |
| NewEdge Advisors, LLC | 0.21% | Add +1.8% | 130,484 | $31.8M |
| Synovus Financial Corp. | 0.33% | Add +92.9% | 117,186 | $28.5M |
| Roberts Financial Services LLC | 5.12% | Add +3.3% | 112,279 | $27.3M |
| Cassaday & Co Wealth Management LLC | 0.77% | Reduce -0.4% | 111,475 | $27.1M |
| WoodTrust Financial Corp | 3.73% | Add +4.7% | 107,897 | $26.3M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -24.7% | 107,108 | $26.1M |
| Wilmington Savings Fund Society, FSB | 0.45% | Add +3.5% | 103,872 | $25.3M |
| Bragg Financial Advisors, Inc | 1.03% | Add +2.2% | 103,172 | $25.1M |
| BHK Investment Advisors, LLC | 9.26% | Reduce -0.8% | 101,966 | $24.8M |
| Praetorian Wealth Management, Inc. | 6.00% | Reduce -1.2% | 99,050 | $24.1M |
| Creative Planning | 0.02% | Add +3.7% | 93,119 | $22.7M |
| Rodgers & Associates, LTD | 2.70% | Add +4.2% | 92,918 | $22.6M |
| HighTower Advisors, LLC | 0.03% | Add +2.0% | 93,121 | $22.6M |
| Raymond James & Associates | 0.01% | Add +3.5% | 89,029 | $21.7M |
| Aire Advisors, LLC | 4.68% | Reduce -1.4% | 86,810 | $21.1M |
| Condor Capital Management | 1.88% | Add +0.4% | 85,711 | $20.9M |
| Benjamin Edwards Inc. | 0.30% | Add +14054.7% | 83,796 | $20.4M |
| Bryn Mawr Trust Advisors, LLC | 1.08% | Add +4.3% | 82,269 | $20.0M |
| US Bancorp \de | 0.03% | Add +0.1% | 81,931 | $20.0M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -5.8% | 79,428 | $19.3M |
| Natixis Advisors, LLC | 0.04% | Add +3.0% | 79,095 | $19.3M |
| Baird Financial Group, Inc. | 0.04% | Add +198.8% | 77,887 | $19.0M |
| Betterment LLC | 0.04% | Add +1.7% | 76,773 | $18.7M |
| Fifth Third Bancorp | 0.07% | Reduce -0.7% | 76,016 | $18.5M |
| Clayton Financial Group LLC | 6.89% | Add +0.7% | 75,613 | $18.4M |
| Dakota Wealth Management | 0.39% | Add +27.6% | 71,680 | $17.5M |
| Presilium Private Wealth, LLC | 3.92% | Add +5.4% | 69,951 | $17.0M |
| Total Wealth Planning, LLC | 2.41% | Add +2.6% | 63,373 | $15.4M |
| Black Diamond Financial, LLC | 2.58% | Add +17.2% | 62,351 | $15.2M |
| Wealthspire Advisors, LLC | 0.15% | Add +1.4% | 62,211 | $15.1M |
| Davis Investment Partners, LLC | 5.82% | Reduce -1.8% | 57,297 | $13.9M |
| Janney Montgomery Scott LLC | 0.04% | New | 56,844 | $13.8M |
| Marion Wealth Management | 3.61% | Add +4.0% | 55,623 | $13.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 2.91% | Add +6.1% | 54,521 | $13.3M |
| First Horizon Advisors, Inc. | 0.37% | Reduce -1.8% | 54,115 | $13.2M |
| LMCG Investments, LLC | 0.72% | Reduce -0.2% | 49,326 | $12.0M |
| Arvest Investments, Inc. | 1.81% | Reduce -0.4% | 49,177 | $12.0M |
| Glenview Trust Co | 0.23% | Reduce -3.3% | 48,814 | $11.9M |
| Ascent Group, LLC | 0.88% | Reduce -1.4% | 47,579 | $11.6M |
| Prudential Financial Inc. | 0.02% | Reduce -0.0% | 47,277 | $11.5M |
| Allworth Financial LP | 0.07% | Reduce -5.8% | 46,244 | $11.3M |
| Commerce Bank | 0.07% | Add +1.0% | 46,062 | $11.2M |
| Advisory Alpha, LLC | 0.40% | Add +1.1% | 45,666 | $11.1M |
| Captrust Financial Advisors | 0.03% | Reduce -1.1% | 45,664 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +12.1% | 45,360 | $11.0M |
| GHP Investment Advisors, Inc. | 0.50% | Reduce -0.4% | 45,195 | $11.0M |
| Comerica Bank | 0.04% | Reduce -4.0% | 44,989 | $11.0M |
| Robertson Stephens Wealth Management, LLC | 0.40% | New | 44,833 | $10.9M |
| Opes Wealth Management LLC | 2.09% | Add +0.5% | 44,553 | $10.8M |
| Operose Advisors LLC | 3.49% | Reduce -1.1% | 44,359 | $10.8M |
| Highland Capital Management, LLC | 0.61% | Reduce -3.5% | 43,597 | $10.6M |
| Wolff Financial Management LLC | 2.84% | New | 42,875 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.7% | 42,561 | $10.4M |
| Independent Financial Group, LLC | 0.38% | Add +3.2% | 42,431 | $10.3M |
| Blair William & Co. | 0.03% | Add +2.5% | 42,278 | $10.3M |
| Hyperion Partners, LLC | 6.46% | Add +6.2% | 41,574 | $10.1M |
| D.A. Davidson & Co. | 0.08% | Add +2.3% | 40,977 | $10.0M |
| Connecticut Wealth Management, LLC | 0.47% | Reduce -1.4% | 40,253 | $9.8M |
| Strategic Investment Advisors / MI | 1.06% | Add +5.0% | 39,681 | $9.7M |
| Compton Wealth Advisory Group, LLC | 2.43% | Add +2.0% | 39,506 | $9.6M |
| Aprio Wealth Management, LLC | 1.50% | Add +7.5% | 38,616 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +45.1% | 36,865 | $9.0M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Add +0.1% | 36,708 | $8.9M |
| Alexander Labrunerie & Co., Inc. | 4.13% | Reduce -2.4% | 36,584 | $8.9M |
| Addison Advisors LLC | 2.43% | Add +10.5% | 35,863 | $8.7M |
| NewEdge Wealth, LLC | 0.15% | Reduce -0.1% | 34,816 | $8.5M |
| Sage Financial Group Inc. | 0.69% | Reduce -0.3% | 34,705 | $8.4M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -8.2% | 32,529 | $7.9M |
| Prosperity Planning, Inc. | 3.47% | Add +1.0% | 32,066 | $7.8M |
| NorthStar Asset Management LLC | 5.19% | Add +8.1% | 31,962 | $7.8M |
| Regimen Wealth, LLC | 2.49% | Add +0.7% | 31,607 | $7.7M |
| Goepper Burkhardt LLC | 3.06% | Reduce -5.0% | 30,462 | $7.4M |
| Mma Asset Management LLC | 1.97% | Add +32.0% | 33,484 | $7.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +10.6% | 29,853 | $7.3M |
| Focus Partners Wealth | 0.02% | Reduce -24.1% | 29,550 | $7.2M |
| SOA Wealth Advisors, LLC. | 1.36% | Reduce -1.5% | 29,330 | $7.1M |
| Financial Counselors Inc. | 0.11% | Add +4.3% | 29,288 | $7.1M |
| Pittenger & Anderson Inc. | 0.26% | No change | 28,980 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.8% | 28,800 | $7.0M |
| Park Avenue Securities LLC | 0.08% | Reduce -0.7% | 28,248 | $6.9M |
| Brophy Wealth Management, LLC | 2.45% | — | 28,066 | $6.8M |
| Merit Financial Group, LLC | 0.15% | Add +1.4% | 27,767 | $6.8M |
| 360 Financial, Inc. | 2.49% | Add +0.8% | 27,711 | $6.7M |
| Transamerica Financial Advisors, LLC | 0.66% | Add +17.1% | 27,689 | $6.7M |
| Eagle Strategies LLC | 1.22% | Add +2.0% | 27,658 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -2.5% | 27,341 | $6.7M |
| JMG Financial Group, Ltd. | 0.23% | Reduce -3.0% | 27,185 | $6.6M |
| Old National Bancorp | 0.15% | Add +10.3% | 26,846 | $6.5M |
| Cranbrook Wealth Management, LLC | 1.47% | Reduce -0.8% | 26,512 | $6.5M |
| Hapanowicz & Associates Financial Services, Inc | 3.23% | Reduce -36.4% | 26,376 | $6.4M |
| Aufman Associates Inc | 4.13% | Reduce -0.7% | 26,358 | $6.4M |
| MAI Capital Management | 0.06% | Reduce -0.3% | 26,221 | $6.4M |
| Venture Visionary Partners LLC | 0.28% | Add +1.3% | 26,107 | $6.4M |
| Regal Investment Advisors LLC | 0.45% | Add +2.2% | 26,109 | $6.4M |
| SWAN Capital LLC | 3.13% | Reduce -32.2% | 26,105 | $6.4M |
| Provident Wealth Management, LLC | 2.16% | Add +6.3% | 26,000 | $6.3M |
| Avantax Planning Partners, Inc. | 0.22% | Reduce -22.8% | 25,208 | $6.1M |
| CX Institutional | 0.27% | Add +20.7% | 25,084 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -4.9% | 24,130 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.4% | 21,390 | $5.7M |
| RTD Financial Advisors, Inc. | 0.72% | Reduce -1.4% | 23,331 | $5.7M |
| Moody National Bank Trust Division | 0.61% | Add +10.2% | 23,214 | $5.7M |
| Leavell Investment Management, Inc. | 0.28% | Add +1.7% | 23,105 | $5.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.16% | Add +2.2% | 23,008 | $5.6M |
| Bokf, NA | 0.10% | Add +0.0% | 23,027 | $5.6M |
| Cary Street Partners Investment Advisory LLC | 0.20% | Add +71.3% | 22,777 | $5.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +129.3% | 22,596 | $5.5M |
| Prosperity Consulting Group, LLC | 0.43% | New | 22,434 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.3% | 22,059 | $5.4M |
| Marietta Wealth Management, LLC | 0.78% | Add +3.1% | 22,059 | $5.4M |
| Stephens Inc. | 0.08% | Reduce -4.8% | 21,851 | $5.3M |
| Meridian Wealth Management, LLC | 0.26% | New | 21,614 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +11.1% | 21,519 | $5.2M |
| Texas Yale Capital Corp. | 0.23% | Reduce -0.0% | 21,347 | $5.2M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +8.4% | 21,323 | $5.2M |
| Asset Management Group, Inc. | 0.73% | Add +3.4% | 21,116 | $5.1M |
| HFG Advisors, Inc. | 4.48% | Add +1.4% | 20,774 | $5.1M |
| HRC Wealth Management, LLC | 3.24% | Add +2.7% | 20,603 | $5.0M |
| Ally Invest Advisors Inc. | 0.44% | Add +125.1% | 20,451 | $5.0M |
| Tenret Co LLC | 3.12% | Add +5.0% | 20,385 | $5.0M |
| Inspire Trust Co, N.A. | 1.36% | Add +15.4% | 20,211 | $4.9M |
| Trustmark Bank Trust Department | 0.37% | Reduce -0.6% | 20,116 | $4.9M |
| TFB Advisors LLC | 1.44% | Add +0.8% | 19,937 | $4.9M |
| Eclectic Associates Inc. | 1.90% | Add +0.7% | 19,813 | $4.8M |
| Nwam LLC | 0.29% | New | 19,620 | $4.8M |
| Harbor Investment Advisory, LLC | 0.47% | Add +0.1% | 19,453 | $4.7M |
| Fusion Capital, LLC | 2.03% | Add +3.0% | 19,391 | $4.7M |
| Cwm, LLC | 0.02% | Reduce -2.6% | 19,240 | $4.7M |
| Mosaic Family Wealth Partners, LLC | 0.68% | Reduce -0.9% | 18,881 | $4.6M |
| Caprock Group, LLC | 0.17% | Reduce -7.3% | 18,800 | $4.6M |
| Mather Group, Llc. | 0.06% | Reduce -3.7% | 18,786 | $4.6M |
| Fifth Third Securities, Inc. | 0.43% | Reduce -0.8% | 18,769 | $4.6M |
| Financial Advocates Investment Management | 0.26% | Add +82.0% | 17,275 | $4.5M |
| First United Bank & Trust | 1.62% | Add +2.0% | 18,478 | $4.5M |
| Brown Advisory Inc. | 0.01% | Reduce -2.0% | 18,412 | $4.5M |
| Advisory Services Network, LLC | 0.09% | No change | 19,525 | $4.5M |
| Zeit Capital LLC | 3.42% | Reduce -0.1% | 18,191 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.0% | 18,133 | $4.4M |
| CENTRAL TRUST Co | 0.10% | Reduce -10.9% | 18,071 | $4.4M |
| HB Wealth Management, LLC | 0.05% | Add +0.3% | 18,036 | $4.4M |
| Clearstead Advisors, LLC | 0.07% | Add +31.1% | 17,993 | $4.4M |
| SageView Advisory Group, LLC | 0.22% | Reduce -2.8% | 17,964 | $4.4M |
| Ifrah Financial Services, Inc. | 1.16% | Reduce -2.0% | 17,681 | $4.3M |
| Savant Capital, LLC | 0.04% | Add +4.1% | 17,668 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +19.7% | 17,589 | $4.3M |
| Cassady Schiller Wealth Management, LLC | 1.56% | Add +4.2% | 17,564 | $4.3M |
| Councilor Wealth, LLC | 2.08% | Reduce -5.2% | 17,466 | $4.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 17,409 | $4.2M |
| Juncture Wealth Strategies, LLC | 1.63% | Add +7.7% | 17,341 | $4.2M |
| Everhart Financial Group, Inc. | 0.93% | Reduce -0.5% | 17,232 | $4.2M |
| Moneco Advisors, LLC | 0.51% | Reduce -0.5% | 16,979 | $4.1M |
| Cresset Asset Management, LLC | 0.02% | Add +1.3% | 16,716 | $4.1M |
| Associated Banc-Corp | 0.12% | Add +4.8% | 16,279 | $4.0M |
| Richard P Slaughter Associates Inc | 0.92% | Add +84.8% | 16,227 | $4.0M |
| Planning Directions Inc. | 2.34% | Add +1.1% | 16,159 | $3.9M |
| Bare Financial Services, Inc | 1.61% | Add +19.4% | 16,121 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +1.1% | 15,769 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -4.9% | 15,489 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -30.9% | 15,405 | $3.8M |
| Valley Wealth Managers, Inc. | 0.28% | Reduce -0.2% | 15,402 | $3.7M |
| Titleist Asset Management, LLC | 0.53% | Add +4.2% | 15,045 | $3.7M |
| MidAtlantic Capital Management, Inc. | 2.65% | Reduce -1.1% | 14,913 | $3.6M |
| LifePlan Investment Advisors, Inc. | 2.31% | Add +5.3% | 14,823 | $3.6M |
| IVC Wealth Advisors LLC | 1.97% | Add +1.3% | 14,821 | $3.6M |
| Signet Financial Management, LLC | 0.46% | Reduce -4.5% | 14,694 | $3.6M |
| Bouvel Investment Partners, LLC | 1.32% | Reduce -2.0% | 14,373 | $3.5M |
| Clark Financial Services Group Inc. | 3.18% | Reduce -0.1% | 14,346 | $3.5M |
| Shira Ridge Wealth Management | 1.76% | Add +13.6% | 14,215 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.35% | Add +0.7% | 13,996 | $3.4M |
| Jane Street Group, LLC | 0.01% | New | 13,581 | $3.3M |
| MSH Capital Advisors LLC | 1.00% | Add +1.4% | 13,378 | $3.3M |
| Cohen Klingenstein LLC | 0.11% | Add +0.7% | 13,320 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Reduce -0.1% | 12,561 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.58% | Add +2.9% | 12,761 | $3.1M |
| Royal Fund Management, LLC | 0.22% | Add +89.3% | 12,624 | $3.1M |
| Willis Johnson & Associates, Inc. | 0.23% | Add +1.3% | 12,623 | $3.1M |
| Manchester Capital Management LLC | 0.36% | No change | 12,493 | $3.0M |
| Csenge Advisory Group | 0.16% | Add +13.7% | 12,067 | $3.0M |
| Keel Point, LLC | 0.25% | Add +5.0% | 12,326 | $3.0M |
| Tsfg, LLC | 0.63% | Reduce -10.1% | 11,910 | $2.9M |
| White Lighthouse Investment Management Inc. | 0.52% | Add +1.3% | 11,888 | $2.9M |
| Whitegate Investment Counselors, Inc. | 0.76% | Add +0.3% | 11,822 | $2.9M |
| NFSG Corp | 0.99% | Add +59.2% | 11,579 | $2.8M |
| Citizens Financial Group Inc. | 0.06% | Add +10.3% | 11,542 | $2.8M |
| Tritonpoint Wealth, LLC | 0.25% | Add +26.9% | 11,457 | $2.8M |
| Spreng Capital Management, Inc. | 1.33% | Add +298.2% | 11,416 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 11,332 | $2.8M |
| WealthShield Partners, LLC | 0.37% | Add +5.5% | 11,177 | $2.7M |
| SilverOak Wealth Management LLC | 0.61% | Add +0.1% | 11,158 | $2.7M |
| UMB Bank, n.a. | 0.04% | Reduce -17.9% | 11,090 | $2.7M |
| Patriot Investment Management Group, Inc. | 0.20% | No change | 10,972 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +19.0% | 10,910 | $2.7M |
| Ballentine Partners, LLC | 0.04% | No change | 10,796 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.19% | Reduce -2.3% | 10,653 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.32% | Reduce -2.2% | 10,521 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +3.1% | 10,477 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.8% | 10,451 | $2.5M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -1.1% | 10,435 | $2.5M |
| Wealth Alliance, LLC | 0.30% | Add +3.8% | 10,401 | $2.5M |
| Hall Kathryn A. | 0.53% | No change | 10,298 | $2.5M |
| Cooksen Wealth, LLC | 2.34% | Reduce -7.5% | 10,284 | $2.5M |
| KPP Advisory Services LLC | 0.60% | Add +0.2% | 10,191 | $2.5M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -1.6% | 10,028 | $2.5M |
| Weinberger Asset Management, Inc | 1.04% | Reduce -0.9% | 10,054 | $2.4M |
| SOL Capital Management CO | 0.27% | Add +1.7% | 10,047 | $2.4M |
| Crestwood Advisors Group, LLC | 0.05% | Add +3.3% | 9,980 | $2.4M |
| Simmons Bank | 0.17% | Reduce -2.6% | 9,760 | $2.4M |
| Stuart Investment Advisors, Inc. | 1.33% | Reduce -7.6% | 9,745 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -1.9% | 9,734 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -3.9% | 9,577 | $2.3M |
| Intergy Private Wealth, LLC | 0.89% | Reduce -1.6% | 9,573 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.93% | Reduce -0.7% | 9,542 | $2.3M |
| IFG Advisory, LLC | 0.15% | Add +0.1% | 9,499 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.7% | 9,499 | $2.3M |
| Raymond James Trust N.A. | 0.05% | Add +4.8% | 9,460 | $2.3M |
| Safeguard Financial, LLC | 0.54% | Reduce -7.2% | 9,430 | $2.3M |
| My Legacy Advisors, LLC | 0.90% | Add +42.3% | 9,310 | $2.3M |
| ERn Financial, LLC | 0.34% | Reduce -0.9% | 9,296 | $2.3M |
| PFG Advisors | 0.14% | Add +10.2% | 9,267 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.31% | Reduce -3.7% | 9,249 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -6.3% | 9,248 | $2.3M |
| Sterling Financial Planning, Inc. | 0.83% | Reduce -0.9% | 9,225 | $2.2M |
| &partners | 0.04% | Add +58.1% | 9,148 | $2.2M |
| Sawgrass Asset Management LLC | 0.23% | No change | 9,120 | $2.2M |
| Magnus Financial Group LLC | 0.23% | Reduce -0.3% | 9,085 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.3% | 9,066 | $2.2M |
| Meridian Financial Advisors, LLC | 1.47% | Add +0.4% | 9,063 | $2.2M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -4.9% | 9,059 | $2.2M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -0.9% | 9,009 | $2.2M |
| CJM Wealth Advisers, Ltd. | 0.75% | Add +0.0% | 8,980 | $2.2M |
| Mustard Seed Financial, LLC | 1.79% | Add +4.7% | 8,844 | $2.2M |
| Brighton Jones LLC | 0.08% | Reduce -23.1% | 8,827 | $2.1M |
| Werba Rubin Papier Wealth Management | 0.50% | Reduce -1.3% | 8,820 | $2.1M |
| Center For Asset Management LLC | 1.26% | Add +5.7% | 8,646 | $2.1M |
| GC Wealth Management RIA, LLC | 0.37% | Add +9.7% | 8,591 | $2.1M |
| Insight Advisors, LLC/ PA | 0.36% | Add +0.5% | 8,575 | $2.1M |
| Wells Trecaso Financial Group, LLC | 0.68% | Reduce -0.3% | 8,517 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -31.6% | 8,508 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -62.1% | 8,484 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -14.7% | 8,482 | $2.1M |
| Alpine Bank Wealth Management | 0.32% | — | 8,230 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.7% | 8,156 | $2.0M |
| ProVise Management Group, LLC | 0.16% | Reduce -2.2% | 8,145 | $2.0M |
| Clearwater Capital Advisors, LLC | 0.19% | Add +3.3% | 8,138 | $2.0M |
| Segment Wealth Management, LLC | 0.14% | Reduce -2.4% | 8,125 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -11.7% | 8,049 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Add +0.9% | 8,017 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -2.9% | 8,007 | $1.9M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | No change | 7,915 | $1.9M |
| Wambolt & Associates, LLC | 0.53% | Add +6.9% | 7,954 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +9.6% | 7,870 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +2.2% | 7,851 | $1.9M |
| Americana Partners, LLC | 0.13% | No change | 7,755 | $1.9M |
| Colonial Trust Co / SC | 0.29% | No change | 7,648 | $1.9M |
| Thrive Capital Management, LLC | 0.88% | Reduce -15.7% | 7,630 | $1.9M |
| Lowery Thomas, LLC | 1.24% | Add +6.4% | 7,533 | $1.8M |
| Next Capital Management LLC | 0.75% | No change | 7,530 | $1.8M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -0.5% | 7,457 | $1.8M |
| Etfidea, LLC | 0.57% | Add +1.5% | 7,457 | $1.8M |
| NBT Bank, N.A. | 0.12% | Add +10.8% | 7,439 | $1.8M |
| Aspire Wealth Management Corp | 0.97% | Reduce -0.6% | 7,397 | $1.8M |
| Silver Lake Advisory, LLC | 0.40% | Add +5.1% | 7,371 | $1.8M |
| Falcon Wealth Planning | 0.21% | Reduce -0.3% | 7,330 | $1.8M |
| Asset Allocation & Management Company, LLC | 1.12% | No change | 7,329 | $1.8M |
| Quadrant Capital Group LLC | 0.12% | Add +2.0% | 7,226 | $1.8M |
| Community Financial Services Group, LLC | 0.36% | Reduce -2.3% | 7,169 | $1.7M |
| Redwood Investment Management, LLC | 0.15% | Reduce -88.4% | 7,157 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1.3% | 7,150 | $1.7M |
| Argent Trust Co | 0.07% | Reduce -0.3% | 7,095 | $1.7M |
| Frisch Financial Group, Inc. | 0.52% | Reduce -1.6% | 7,087 | $1.7M |
| Fee-Only Financial Planning, L.C. | 1.10% | No change | 7,060 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Reduce -4.3% | 7,051 | $1.7M |
| AE Wealth Management LLC | 0.02% | Reduce -9.9% | 7,038 | $1.7M |
| Strategic Financial Concepts, LLC | 0.54% | Reduce -99.6% | 7,014 | $1.7M |
| Choreo, LLC | 0.02% | Add +16.8% | 7,034 | $1.7M |
| Uptick Partners, LLC | 0.72% | Add +137.7% | 6,966 | $1.7M |
| Sagace Wealth Management LLC | 1.30% | Add +26.7% | 6,700 | $1.7M |
| Joel Isaacson & Co., LLC | 0.08% | Add +84.5% | 6,887 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +20.5% | 6,859 | $1.7M |
| Aveo Capital Partners, LLC | 0.18% | Add +26.8% | 6,822 | $1.7M |
| Envision Financial Planning, LLC | 0.86% | Reduce -0.2% | 6,735 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +75.4% | 6,427 | $1.6M |
| Mainstream Capital Management LLC | 1.37% | — | 6,624 | $1.6M |
| World Investment Advisors | 0.05% | Reduce -90.4% | 6,593 | $1.6M |
| Washington Trust Advisors, Inc. | 0.14% | Add +5.1% | 6,523 | $1.6M |
| Sand Hill Global Advisors, LLC | 0.07% | Add +0.0% | 6,435 | $1.6M |
| City Holding Co. | 0.22% | Reduce -2.5% | 6,397 | $1.6M |
| Verus Capital Partners, LLC | 0.15% | Reduce -38.9% | 6,356 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +52.6% | 6,338 | $1.5M |
| Marcum Wealth, LLC | 0.14% | No change | 6,296 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.20% | Add +5.4% | 6,263 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.38% | No change | 6,231 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.8% | 6,209 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 6,125 | $1.5M |
| Southland Equity Partners LLC | 0.36% | New | 6,124 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -35.2% | 6,090 | $1.5M |
| Legacy Edge Advisors, LLC | 0.24% | Add +0.6% | 6,086 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.5% | 6,075 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +38.5% | 6,075 | $1.5M |
| Custos Family Office, LLC | 0.53% | Add +0.3% | 6,015 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -6.3% | 5,975 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +1.6% | 5,866 | $1.4M |
| Mathes Company, Inc. | 0.50% | No change | 5,820 | $1.4M |
| Colonial Trust Advisors | 0.12% | No change | 5,772 | $1.4M |
| TPG Financial Advisors, LLC | 0.62% | Add +3.9% | 5,698 | $1.4M |
| Baldwin Investment Management, LLC | 0.17% | No change | 5,684 | $1.4M |
| Smith Anglin Financial, LLC | 0.13% | Add +0.6% | 5,673 | $1.4M |
| Simon Quick Advisors, LLC | 0.09% | Add +0.3% | 5,663 | $1.4M |
| Prio Wealth Limited Partnership | 0.04% | No change | 5,655 | $1.4M |
| Prossimo Advisors, LLC | 1.00% | Add +4.9% | 5,649 | $1.4M |
| Valley National Advisers Inc. | 0.25% | Reduce -31.1% | 5,587 | $1.4M |
| Novak & Powell Financial Services, Inc. | 0.78% | No change | 5,526 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | Add +0.0% | 5,489 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -1.4% | 5,455 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +27.6% | 5,443 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +7.9% | 5,441 | $1.3M |
| Geneva Partners, LLC | 0.57% | Add +1.5% | 5,426 | $1.3M |
| Paulson Wealth Management Inc. | 0.35% | Reduce -28.9% | 5,403 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +156.0% | 5,363 | $1.3M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -3.0% | 5,390 | $1.3M |
| Cozad Asset Management Inc. | 0.12% | Add +0.0% | 5,342 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +11.0% | 5,340 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +16.1% | 5,300 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -11.0% | 5,300 | $1.3M |
| Integrated Investment Consultants, LLC | 0.28% | Reduce -8.9% | 5,283 | $1.3M |
| Keybank National Association | 0.00% | Add +5.3% | 5,211 | $1.3M |
| Transatlantique Private Wealth LLC | 0.48% | Reduce -58.2% | 5,184 | $1.3M |
| Sterling Investment Counsel, LLC | 0.45% | Add +0.5% | 5,154 | $1.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.26% | Add +3.5% | 5,126 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +7.5% | 5,119 | $1.2M |
| Family Manage LLC | 0.21% | Reduce -22.3% | 5,112 | $1.2M |
| Trivium Point Advisory, LLC | 0.17% | Add +13.9% | 4,709 | $1.2M |
| FC Advisory LLC | 0.41% | Add +0.3% | 5,047 | $1.2M |
| Dentgroup LLC | 0.92% | Reduce -1.7% | 5,046 | $1.2M |
| Creative Financial Designs Inc. | 0.10% | Add +4.4% | 5,020 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 5,006 | $1.2M |
| Busey Bank | 0.04% | No change | 4,990 | $1.2M |
| Wedmont Private Capital | 0.07% | Reduce -0.6% | 4,999 | $1.2M |
| Hexagon Capital Partners LLC | 0.24% | Reduce -2.6% | 4,981 | $1.2M |
| Collective Family Office LLC | 0.33% | Reduce -10.8% | 4,967 | $1.2M |
| Arkadios Wealth Advisors | 0.07% | Add +1.0% | 4,952 | $1.2M |
| Evergreen Wealth Management, LLC | 0.72% | Reduce -10.6% | 4,903 | $1.2M |
| Stevens Capital Partners | 0.57% | Add +0.3% | 4,872 | $1.2M |
| 1834 Investment Advisors Co. | 0.14% | Add +33.4% | 4,826 | $1.2M |
| Pinnacle Financial Partners Inc | 0.02% | Add +5.6% | 4,816 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.83% | Reduce -5.9% | 4,785 | $1.2M |
| Verdence Capital Advisors LLC | 0.09% | Add +10.3% | 4,771 | $1.2M |
| Consolidated Portfolio Review Corp | 0.26% | Reduce -2.6% | 4,759 | $1.2M |
| Waller Financial Planning Group, Inc. | 0.29% | No change | 4,740 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -29.4% | 4,720 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +7.0% | 4,692 | $1.1M |
| Bank of Hawaii | 0.05% | Add +4.0% | 4,682 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.47% | No change | 4,667 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +10.7% | 4,656 | $1.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | No change | 4,652 | $1.1M |
| Fairscale Capital, LLC | 0.99% | Reduce -4.0% | 4,641 | $1.1M |
| Smartleaf Asset Management LLC | 0.14% | Add +10.1% | 4,641 | $1.1M |
| Mgo One Seven LLC | 0.05% | Reduce -13.2% | 4,579 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.1% | 4,546 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +101.3% | 4,472 | $1.1M |
| Cedrus LLC | 0.40% | Add +28.3% | 4,449 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -0.4% | 4,423 | $1.1M |
| Steph & Co. | 0.34% | Reduce -0.6% | 4,411 | $1.1M |
| Renaissance Technologies | 0.00% | Add +7.3% | 4,400 | $1.1M |
| JNBA Financial Advisors | 0.11% | Reduce -8.1% | 4,350 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +112.1% | 4,316 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 4,322 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +14.4% | 4,309 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Add +1.2% | 4,304 | $1.0M |
| Cherrydale Wealth Management, LLC | 0.43% | Add +0.3% | 4,294 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -32.1% | 4,253 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.9% | 4,240 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Add +4.6% | 4,227 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.7% | 4,228 | $1.0M |
| Norden Group LLC | 0.12% | Add +62.4% | 4,227 | $1.0M |
| Hilltop National Bank | 0.31% | Reduce -2.6% | 4,223 | $1.0M |
| Greenhouse Wealth Management, LLC | 0.69% | Add +0.3% | 4,223 | $1.0M |
| Smithfield Trust Co | 0.05% | Reduce -0.9% | 4,124 | $1.0M |
| Flagstar Securities, Inc. | 0.25% | Add +2.2% | 4,052 | $986K |
| Heartwood Wealth Advisors LLC | 0.11% | Reduce -0.3% | 4,006 | $975K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -2.0% | 3,995 | $973K |
| Beacon Financial Planning, Inc. | 0.60% | Add +0.3% | 3,979 | $969K |
| IFP Advisors, Inc | 0.03% | Add +10.5% | 3,926 | $956K |
| Pure Financial Advisors, LLC | 0.02% | Add +2.2% | 3,915 | $953K |
| Nemes Rush Group LLC | 0.14% | No change | 3,958 | $933K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +0.6% | 3,814 | $929K |
| Koshinski Asset Management, Inc. | 0.08% | No change | 3,734 | $909K |
| Cornerstone Advisory, LLC | 0.12% | Add +16.0% | 3,697 | $900K |
| Oakworth Capital, Inc. | 0.06% | Reduce -1.1% | 3,695 | $900K |
| Zions Bancorporation, N.A. | 0.07% | No change | 3,667 | $893K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 3,651 | $889K |
| BKM Wealth Management, LLC | 0.36% | Add +5.8% | 3,625 | $883K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +7.0% | 3,622 | $882K |
| Plancorp, LLC | 0.04% | Add +2.9% | 3,618 | $881K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -1.6% | 3,611 | $879K |
| Washington Trust Bank | 0.08% | Add +16.0% | 3,600 | $876K |
| St. Louis Trust Co | 0.12% | No change | 3,597 | $876K |
| SC&H Financial Advisors, Inc. | 0.19% | No change | 3,571 | $870K |
| Modera Wealth Management, LLC | 0.01% | Add +5.0% | 3,528 | $859K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 3,484 | $848K |
| FDx Advisors, Inc. | 0.23% | Reduce -6.5% | 3,420 | $833K |
| Global Retirement Partners, LLC | 0.03% | Reduce -47.0% | 3,419 | $832K |
| DAVENPORT & Co LLC | 0.00% | Add +15.1% | 3,391 | $826K |
| Strategic Financial Partners, Ltd. | 0.42% | Add +3.3% | 3,388 | $825K |
| Fidelis Capital Partners, LLC | 0.10% | Add +117.9% | 3,334 | $823K |
| Ridgewood Investments LLC | 0.41% | Reduce -8.4% | 3,368 | $820K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +4.3% | 3,367 | $820K |
| McNamara Financial Services, Inc. | 0.16% | Reduce -1.9% | 3,330 | $811K |
| First Financial Bank - Trust Division | 0.07% | No change | 3,328 | $810K |
| Spire Wealth Management | 0.03% | Add +20.9% | 3,320 | $808K |
| Ieq Capital, LLC | 0.01% | No change | 3,302 | $804K |
| LGL Partners, LLC | 0.11% | No change | 3,287 | $800K |
| Aaron Wealth Advisors LLC | 0.09% | No change | 3,255 | $792K |
| Valeo Financial Advisors, LLC | 0.02% | Add +12.8% | 3,237 | $788K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -15.3% | 3,197 | $778K |
| Burns Matteson Capital Management, LLC | 0.43% | Reduce -2.5% | 3,155 | $768K |
| Financial Freedom, LLC | 0.40% | No change | 3,132 | $763K |
| Warner Financial, Inc. | 0.33% | Add +0.2% | 3,094 | $753K |
| Calamos Wealth Management LLC | 0.04% | No change | 3,091 | $753K |
| Certified Advisory Corp | 0.08% | Add +6.0% | 3,079 | $750K |
| Gryphon Financial Partners LLC | 0.10% | Reduce -1.3% | 3,061 | $745K |
| Farmers & Merchants Investments Inc. | 0.02% | Reduce -1.8% | 3,051 | $743K |
| Wrapmanager Inc. | 0.19% | Reduce -26.8% | 3,041 | $740K |
| National Bank of Canada | 0.00% | Add +5.2% | 3,031 | $738K |
| Carnegie Investment Counsel | 0.02% | Reduce -24.7% | 2,998 | $730K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,995 | $729K |
| Ritholtz Wealth Management | 0.02% | New | 2,986 | $727K |
| Roman Butler Fullerton & Co. | 0.22% | Reduce -3.4% | 2,890 | $722K |
| Aviso Wealth Management | 0.39% | No change | 2,958 | $720K |
| Owen LaRue, LLC | 0.38% | Add +15.1% | 2,957 | $720K |
| CreativeOne Wealth, LLC | 0.02% | Add +42.5% | 2,949 | $718K |
| Kanawha Capital Management LLC | 0.05% | No change | 2,917 | $710K |
| Sepio Capital, LP | 0.06% | No change | 2,915 | $710K |
| MAS Advisors LLC | 1.51% | Add +0.3% | 2,905 | $707K |
| Waterfront Wealth Inc. | 0.17% | No change | 2,831 | $707K |
| Independent Wealth Network Inc. | 0.31% | Add +0.3% | 2,878 | $701K |
| XML Financial, LLC | 0.06% | Reduce -2.8% | 2,870 | $699K |
| Freedom Investment Management, Inc. | 0.06% | Add +4.5% | 2,861 | $697K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.2% | 2,851 | $694K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 2,840 | $691K |
| TD Private Client Wealth LLC | 0.02% | Add +0.1% | 2,823 | $687K |
| Bernardo Wealth Planning LLC | 0.17% | No change | 2,720 | $681K |
| Revolve Wealth Partners, LLC | 0.10% | Add +13.8% | 2,779 | $677K |
| Wesbanco Bank Inc. | 0.02% | Add +1.1% | 2,752 | $670K |
| Mission Wealth Management, LP | 0.02% | Add +72.0% | 2,741 | $667K |
| Lido Advisors, LLC | 0.01% | Add +4.0% | 2,714 | $661K |
| Ocean Park Asset Management, LLC | 0.03% | Add +13.6% | 2,713 | $661K |
| Accel Wealth Management | 0.24% | No change | 2,688 | $654K |
| Enclave Advisors LLC | 0.11% | — | 2,656 | $647K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | No change | 2,620 | $638K |
| Cahill Wealth Management, LLC | 0.33% | Add +0.2% | 2,614 | $636K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +4.3% | 2,602 | $634K |
| Pinion Investment Advisors, LLC | 0.26% | Add +0.5% | 2,597 | $632K |
| Kiely Wealth Advisory Group, Inc. | 0.40% | Add +0.0% | 2,369 | $625K |
| Evolution Advisers, Inc. | 0.34% | No change | 2,560 | $623K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 2,557 | $623K |
| Courier Capital LLC | 0.04% | Add +98.0% | 2,539 | $618K |
| Citadel Advisors | 0.00% | Reduce -24.7% | 2,538 | $618K |
| Fortis Capital Advisors, LLC | 0.21% | Reduce -12.5% | 2,535 | $617K |
| Graypoint LLC | 0.04% | Add +0.1% | 2,504 | $610K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +2.3% | 2,482 | $604K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -9.9% | 2,479 | $603K |
| Bridgewealth Advisory Group, LLC | 0.22% | Add +11.0% | 2,467 | $601K |
| Jefferies Financial Group Inc. | 0.01% | No change | 2,465 | $600K |
| Ledyard National Bank | 0.05% | Add +10.9% | 2,461 | $599K |
| Resurgent Financial Advisors LLC | 0.35% | Add +7.3% | 2,441 | $594K |
| Everstar Asset Management, LLC | 0.41% | — | 2,430 | $592K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +12.2% | 2,430 | $592K |
| Strategic Financial Services, Inc. | 0.03% | Add +6.0% | 2,418 | $589K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,415 | $588K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,413 | $587K |
| Advus Financial Partners, LLC | 0.17% | No change | 2,400 | $584K |
| Wick Capital Partners, LLC | 0.19% | No change | 2,387 | $581K |
| Morton Brown Family Wealth, LLC | 0.20% | Reduce -3.4% | 2,345 | $571K |
| Lane & Associates LLC | 0.31% | Reduce -21.3% | 2,315 | $564K |
| Tyche Wealth Partners LLC | 0.13% | No change | 2,309 | $562K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -1.7% | 2,302 | $560K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $550K |
| WR Wealth Planners, LLC | 0.15% | Reduce -5.2% | 2,251 | $548K |
| Ewa, LLC | 0.20% | Add +0.1% | 2,104 | $546K |
| Reynders McVeigh Capital Management, LLC | 0.03% | No change | 2,241 | $546K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +2.3% | 2,224 | $541K |
| Strategic Investment Solutions, Inc. | 0.16% | Reduce -3.6% | 2,214 | $539K |
| Petix & Botte Co | 0.14% | No change | 2,212 | $539K |
| Milestone Investment Advisors LLC | 0.15% | Reduce -2.4% | 2,202 | $536K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,202 | $536K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +0.1% | 2,191 | $533K |
| First American Trust, FSB | 0.05% | Reduce -57.6% | 2,177 | $530K |
| QRG Capital Management, Inc. | 0.01% | Add +105.1% | 2,162 | $526K |
| Cyrus J. Lawrence, LLC | 0.10% | No change | 2,157 | $525K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -7.0% | 2,162 | $524K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +4.1% | 2,146 | $522K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 2,144 | $522K |
| Vise Technologies, Inc. | 0.07% | Add +19.5% | 2,142 | $522K |
| Bank of Marin | 0.42% | Add +5.8% | 2,135 | $520K |
| One Capital Management, LLC | 0.02% | No change | 2,132 | $519K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 2,118 | $516K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.8% | 2,117 | $515K |
| Rehmann Capital Advisory Group | 0.03% | Add +7.1% | 2,116 | $515K |
| Powell Investment Advisors, LLC | 0.24% | No change | 2,109 | $513K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.3% | 2,099 | $511K |
| WP Advisors, LLC | 0.19% | Add +0.3% | 2,089 | $509K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -3.4% | 2,070 | $504K |
| F/m Investments LLC | 0.02% | No change | 2,062 | $502K |
| Legacy Capital Wealth Partners, LLC | 0.10% | No change | 2,047 | $498K |
| Wealthspan Partners, LLC | 0.24% | Reduce -6.0% | 2,030 | $494K |
| Anchor Investment Management, LLC | 0.05% | Add +17.4% | 2,028 | $494K |
| D. E. Shaw & Co. | 0.00% | New | 2,023 | $493K |
| SteelPeak Wealth, LLC | 0.02% | Add +0.9% | 2,019 | $492K |
| Vertex Planning Partners, LLC | 0.12% | No change | 2,013 | $490K |
| CPA Asset Management Group, LLC | 0.24% | No change | 2,005 | $488K |
| DDFG, Inc | 0.14% | Reduce -1.6% | 2,004 | $488K |
| StoneX Group Inc. | 0.04% | Add +6.6% | 1,975 | $481K |
| Bishop & Co Investment Management, LLC | 0.18% | Add +0.4% | 1,951 | $475K |
| LM Advisors LLC | 0.10% | No change | 1,950 | $475K |
| NorthRock Partners, LLC | 0.02% | Reduce -10.8% | 1,948 | $474K |
| Willner & Heller, LLC | 0.42% | Add +0.3% | 1,945 | $474K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.1% | 1,940 | $472K |
| Financial Planning & Information Services, Inc. | 0.07% | Add +35.3% | 1,937 | $472K |
| Triton Wealth Management, PLLC | 0.27% | Add +0.1% | 1,940 | $469K |
| Dearborn Partners LLC | 0.02% | No change | 1,924 | $468K |
| Net Worth Advisory Group | 0.14% | — | 1,924 | $468K |
| Trilogy Capital Inc. | 0.02% | Add +5.5% | 1,918 | $467K |
| Goelzer Investment Management, Inc. | 0.03% | Add +1.1% | 1,908 | $465K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 1,904 | $464K |
| Archford Capital Strategies, LLC | 0.07% | No change | 1,804 | $454K |
| HUB Investment Partners, LLC | 0.02% | No change | 1,863 | $454K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | Add +9.5% | 1,838 | $447K |
| ICONIQ Capital, LLC | 0.01% | Add +0.3% | 1,837 | $447K |
| Wealthstream Advisors, Inc. | 0.08% | No change | 1,836 | $447K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 1,831 | $446K |
| Aspiriant, LLC | 0.02% | No change | 1,828 | $445K |
| Horizon Investments, LLC | 0.01% | Add +30.8% | 1,782 | $434K |
| Davis R M Inc. | 0.01% | No change | 1,782 | $434K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $434K |
| Sierra Capital LLC | 0.05% | Reduce -42.5% | 1,780 | $433K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -1.2% | 1,757 | $428K |
| Kennicott Capital Management LLC | 0.16% | No change | 1,739 | $423K |
| Klingman & Associates, LLC | 0.03% | Reduce -12.8% | 1,724 | $420K |
| Congress Asset Management Co. | 0.00% | Add +75.2% | 1,720 | $419K |
| Talon Private Wealth, LLC | 0.09% | — | 1,718 | $418K |
| Silverlake Wealth Management LLC | 0.16% | Add +39.0% | 1,704 | $415K |
| Strategic Blueprint, LLC | 0.03% | Reduce -6.5% | 1,701 | $414K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -8.3% | 1,699 | $414K |
| Richardson Financial Services Inc. | 0.26% | No change | 1,800 | $413K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 1,680 | $409K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,678 | $409K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 1,654 | $403K |
| Continuum Advisory, LLC | 0.05% | Add +3.6% | 1,541 | $400K |
| United Advisor Group, LLC | 0.09% | New | 1,632 | $397K |
| First Trust Direct Indexing L.P. | 0.02% | Add +0.6% | 1,631 | $397K |
| Ironwood Financial, llc | 0.08% | New | 1,627 | $396K |
| Independence Asset Advisors, LLC | 7.83% | Add +0.4% | 1,625 | $396K |
| Von Berge Wealth Management Group, LLC | 0.24% | Reduce -1.3% | 1,531 | $394K |
| HSBC Holdings PLC | 0.00% | Reduce -51.2% | 1,610 | $392K |
| Pacific Sun Financial Corp | 0.21% | Add +0.6% | 1,590 | $387K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.0% | 1,579 | $384K |
| Beacon Financial Group | 0.04% | No change | 1,572 | $383K |
| Allred Capital Management, LLC | 0.15% | Add +2.5% | 1,540 | $375K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 1,536 | $374K |
| Jackson, Grant Investment Advisers, Inc. | 0.14% | Add +0.1% | 1,526 | $372K |
| Diversify Advisory Services, LLC | 0.02% | Add +7.5% | 1,490 | $371K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +0.3% | 1,501 | $365K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 1,500 | $365K |
| Creekside Partners | 0.19% | Add +0.3% | 1,499 | $365K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.1% | 1,497 | $365K |
| Obsidian Personal Planning Solutions LLC | 0.19% | No change | 1,494 | $364K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | Add +13.6% | 1,494 | $364K |
| RFG Advisory, LLC | 0.01% | Reduce -3.6% | 1,475 | $359K |
| Amara Financial, Llc. | 0.34% | — | 1,475 | $359K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 1,473 | $359K |
| Zhang Financial LLC | 0.02% | Add +15.9% | 1,467 | $357K |
| Florida Financial Advisors, LLC | 0.18% | Reduce -5.0% | 1,459 | $355K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.1% | 1,452 | $353K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Reduce -2.2% | 1,448 | $352K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -1.0% | 1,444 | $352K |
| Centaurus Financial, Inc. | 0.02% | Add +0.8% | 1,425 | $347K |
| Elevatus Welath Management | 0.11% | Add +0.4% | 1,415 | $345K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -12.4% | 1,552 | $344K |
| Valmark Advisers, Inc. | 0.01% | Add +0.4% | 1,411 | $344K |
| Vectors Research Management, LLC | 0.10% | Reduce -4.9% | 1,406 | $342K |
| BLB&B Advisors, LLC | 0.02% | No change | 1,387 | $338K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +22.2% | 1,376 | $335K |
| Partners in Financial Planning | 0.07% | Reduce -2.0% | 1,375 | $335K |
| SGL Investment Advisors, Inc. | 0.17% | — | 1,287 | $334K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -39.6% | 1,363 | $332K |
| Essex Financial Services, Inc. | 0.02% | No change | 1,328 | $330K |
| Wells Financial Advisors INC | 0.45% | No change | 1,356 | $330K |
| North Star Asset Management Inc. | 0.01% | Reduce -2.4% | 1,354 | $330K |
| Fort Sheridan Advisors LLC | 0.05% | Reduce -9.3% | 1,343 | $327K |
| RFG Holdings, Inc. | 0.11% | Add +0.3% | 1,326 | $323K |
| Howland Capital Management LLC | 0.01% | No change | 1,325 | $323K |
| Beaird Harris Wealth Management, LLC | 0.03% | New | 1,322 | $322K |
| Schrum Private Wealth Management LLC | 0.16% | New | 1,288 | $314K |
| Haverford Trust Co | 0.00% | No change | 1,286 | $313K |
| Arax Advisory Partners | 0.03% | Reduce -93.0% | 1,285 | $313K |
| Franklin Resources Inc. | 0.00% | Add +10.7% | 1,238 | $312K |
| Horizon Bancorp Inc. | 0.14% | Add +85.5% | 1,276 | $311K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $310K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -1.3% | 1,259 | $307K |
| Old North State Wealth Management, LLC | 0.17% | New | 1,255 | $306K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 1,255 | $306K |
| Chapin Davis, Inc. | 0.10% | No change | 1,251 | $305K |
| Whittier Trust Co. | 0.00% | No change | 1,244 | $303K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $301K |
| New Insight Wealth Advisors | 0.16% | Add +8.9% | 1,235 | $301K |
| Silver Coast Investments LLC | 0.11% | Add +5.0% | 1,228 | $299K |
| Redmond Asset Management, LLC | 0.09% | Reduce -1.6% | 1,229 | $299K |
| Sterling Capital Management LLC | 0.00% | — | 1,219 | $297K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 1,217 | $296K |
| New Hampshire Trust | 0.06% | No change | 1,212 | $295K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 1,200 | $292K |
| 9258 Wealth Management, LLC | 0.04% | Reduce -22.1% | 1,193 | $290K |
| Culbertson A N & Co. Inc. | 0.05% | New | 1,190 | $290K |
| AlTi Global, Inc. | 0.01% | Reduce -82.4% | 1,189 | $289K |
| CM Wealth Advisors LLC | 0.09% | No change | 1,177 | $287K |
| Strategic Wealth Investment Group, LLC | 0.03% | Reduce -2.5% | 1,186 | $286K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -9.1% | 1,173 | $286K |
| Evanson Asset Management, LLC | 0.02% | Add +0.2% | 1,171 | $285K |
| Keystone Financial Group | 0.04% | New | 1,169 | $285K |
| Stratos Investment Management, LLC | 0.02% | Add +0.2% | 1,157 | $282K |
| Carmichael Hill & Associates, Inc. | 0.10% | Reduce -5.8% | 1,145 | $279K |
| Scott Capital Advisors, LLC | 0.08% | No change | 1,144 | $278K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,137 | $277K |
| M&T Bank Corp | 0.00% | No change | 1,135 | $276K |
| Fiduciary Trust Co | 0.00% | New | 1,131 | $275K |
| First Heartland Consultants, Inc. | 0.03% | Add +29.2% | 1,129 | $275K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,129 | $275K |
| Blackston Financial Advisory Group, LLC | 0.14% | New | 1,124 | $274K |
| Argent Advisors, Inc. | 0.10% | No change | 1,120 | $273K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -2.6% | 1,117 | $272K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -1.6% | 1,116 | $272K |
| Synergy Asset Management, LLC | 0.04% | Reduce -6.2% | 1,112 | $271K |
| Gallacher Capital Management LLC | 0.12% | No change | 1,111 | $270K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 1,105 | $269K |
| Cooper Financial Group | 0.03% | Add +3.4% | 1,078 | $262K |
| MBL Wealth, LLC | 0.03% | No change | 1,075 | $262K |
| Lodestone Wealth Management LLC | 0.13% | Reduce -5.0% | 1,072 | $261K |
| Caldwell Trust Co | 0.03% | Add +2.3% | 1,060 | $258K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.2% | 1,059 | $258K |
| Yeomans Consulting Group, Inc. | 0.10% | Add +1.0% | 1,055 | $257K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -33.6% | 1,054 | $257K |
| Members Advisory Group LLC | 0.13% | Reduce -25.9% | 1,050 | $257K |
| City State Bank | 0.09% | No change | 1,052 | $256K |
| Jacobi Capital Management LLC | 0.02% | Reduce -32.8% | 1,041 | $253K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.7% | 1,040 | $253K |
| Larson Financial Group LLC | 0.01% | Add +4.5% | 1,030 | $251K |
| Signal Advisors Wealth, LLC | 0.04% | New | 1,011 | $246K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 1,010 | $246K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,007 | $245K |
| CIC Wealth, LLC | 0.06% | No change | 1,001 | $244K |
| O'Dell Group, LLC | 0.05% | New | 1,000 | $243K |
| S.A. Mason LLC | 0.13% | No change | 1,000 | $243K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 997 | $243K |
| Accredited Investors Inc. | 0.01% | No change | 988 | $241K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 985 | $240K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -14.9% | 984 | $240K |
| Martel Wealth Advisors LLC | 0.05% | Add +0.2% | 977 | $239K |
| RKL Wealth Management LLC | 0.02% | Reduce -1.8% | 967 | $235K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 965 | $235K |
| Columbus Macro, LLC | 0.09% | No change | 936 | $234K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -24.3% | 955 | $233K |
| Snowden Capital Advisors LLC | 0.01% | No change | 953 | $232K |
| Nicolet Bankshares Inc. | 0.05% | No change | 947 | $231K |
| Samalin Investment Counsel, LLC | 0.10% | Add +3.4% | 946 | $230K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | Add +0.3% | 945 | $230K |
| Sentinel Pension Advisors, LLC | 0.04% | No change | 936 | $228K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.9% | 934 | $227K |
| Summit Financial Strategies, Inc. | 0.03% | Add +0.4% | 928 | $226K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +20.1% | 921 | $224K |
| First PREMIER Bank | 0.06% | Add +5.7% | 921 | $224K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $224K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $223K |
| Freestone Capital Holdings, LLC | 0.01% | New | 907 | $221K |
| Element Wealth, LLC | 0.12% | No change | 901 | $219K |
| Camelot Technology Advisors, Inc. | 0.19% | No change | 900 | $219K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 900 | $219K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $219K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 895 | $219K |
| Country Club Bank | 0.01% | No change | 900 | $219K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -2.0% | 875 | $217K |
| Parkside Advisors LLC | 0.05% | No change | 890 | $217K |
| AMG National Trust Bank | 0.01% | Reduce -10.2% | 888 | $216K |
| Key Financial Inc | 0.05% | No change | 886 | $216K |
| Investment Advisory Group, LLC | 0.07% | No change | 885 | $215K |
| Mainsail Asset Management, LLC | 0.16% | New | 878 | $214K |
| Private Trust Co. NA | 0.02% | Reduce -3.3% | 867 | $211K |
| 49 Wealth Management, LLC | 0.03% | Reduce -44.3% | 865 | $211K |
| Garrison Point Advisors, LLC | 0.13% | New | 860 | $209K |
| Narus Financial Partners, LLC | 0.07% | New | 854 | $208K |
| SkyOak Wealth, LLC | 0.05% | Reduce -3.2% | 854 | $208K |
| Madison Park Capital Advisors, LLC | 0.15% | New | 848 | $207K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 847 | $206K |
| Aurora Private Wealth, Inc. | 0.16% | New | 847 | $206K |
| Sigma Investment Counselors Inc. | 0.01% | New | 845 | $206K |
| CRA Financial Services, LLC | 0.04% | New | 843 | $205K |
| Welch Group, LLC | 0.01% | New | 842 | $205K |
| Westbourne Investment Advisors, Inc. | 0.07% | New | 841 | $205K |
| Syntax Research, Inc. | 0.14% | No change | 837 | $204K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 829 | $202K |
| Brio Consultants, LLC | 0.03% | New | 828 | $202K |
| World Equity Group, Inc. | 0.07% | New | 824 | $201K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.4% | 818 | $199K |
| Financial Perspectives, Inc | 0.07% | No change | 812 | $198K |
| Evermay Wealth Management LLC | 0.03% | Reduce -52.0% | 801 | $195K |
| Armor Investment Advisors, LLC | 0.08% | No change | 800 | $195K |
| Grove Bank & Trust | 0.03% | No change | 800 | $195K |
| Planned Solutions, Inc. | 0.08% | New | 793 | $193K |
| PrairieView Partners, LLC | 0.02% | No change | 778 | $189K |
| Signaturefd, LLC | 0.00% | No change | 774 | $189K |
| Bank of New Hampshire | 0.05% | No change | 745 | $181K |
| VitalStone Financial, LLC | 0.12% | No change | 710 | $173K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 691 | $168K |
| CoreCap Advisors, LLC | 0.01% | New | 689 | $168K |
| Legacy Bridge, LLC | 0.09% | Reduce -17.6% | 656 | $160K |
| LRI Investments, LLC | 0.02% | No change | 615 | $160K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +35.8% | 653 | $159K |
| Horizon Financial Services, LLC | 0.09% | No change | 637 | $155K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 615 | $150K |
| GoalVest Advisory LLC | 0.04% | No change | 610 | $149K |
| Cordant, Inc. | 0.08% | No change | 604 | $147K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 601 | $146K |
| Matrix Private Capital Group LLC | 0.08% | No change | 599 | $146K |
| SouthState Bank Corp | 0.01% | Add +22.7% | 589 | $143K |
| Alaska Wealth Advisors, LLC | 0.02% | No change | 586 | $143K |
| BlackRock, Inc. | 0.00% | — | 580 | $141K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.2% | 552 | $134K |
| Jamison Private Wealth Management, Inc. | 0.02% | Add +0.4% | 540 | $131K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +2.9% | 530 | $129K |
| FWL Investment Management, LLC | 0.05% | Reduce -7.0% | 528 | $129K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $124K |
| Parallel Advisors, LLC | 0.00% | Add +15.3% | 506 | $123K |
| FSA Wealth Management LLC | 0.05% | — | 497 | $121K |
| Montag A & Associates Inc. | 0.01% | No change | 496 | $121K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 484 | $118K |
| Olistico Wealth, LLC | 0.07% | No change | 475 | $116K |
| Russell Investments Group, Ltd. | 0.00% | Add +52.2% | 475 | $116K |
| Concord Wealth Partners | 0.02% | Add +95.8% | 470 | $114K |
| Crewe Advisors LLC | 0.01% | No change | 452 | $110K |
| Bangor Savings Bank | 0.01% | No change | 440 | $107K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 408 | $99K |
| Independence Bank of Kentucky | 0.02% | Reduce -43.2% | 408 | $99K |
| PSI Advisors, LLC | 0.03% | No change | 400 | $97K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 399 | $97K |
| MV Capital Management, Inc. | 0.01% | Reduce -7.1% | 391 | $95K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 386 | $94K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $90K |
| Sandy Spring Bank | 0.00% | Reduce -2.7% | 360 | $88K |
| Northwest Financial Advisors | 0.06% | New | 333 | $81K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $81K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 330 | $80K |
| Heritage Wealth Advisors | 0.00% | No change | 329 | $80K |
| Exchange Traded Concepts, LLC | 0.00% | New | 324 | $79K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -65.3% | 311 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | Add +182.9% | 297 | $72K |
| Creekmur Asset Management LLC | 0.02% | No change | 295 | $72K |
| Indiana Trust & Investment Management Co | 0.02% | New | 293 | $71K |
| Logan Capital Management Inc. | 0.00% | No change | 293 | $71K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 292 | $71K |
| St Germain D J Co. Inc. | 0.00% | No change | 284 | $69K |
| Atticus Wealth Management, LLC | 0.02% | No change | 281 | $69K |
| Raleigh Capital Management Inc. | 0.03% | No change | 279 | $68K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +1.1% | 278 | $68K |
| Financial Gravity Companies, Inc. | 0.02% | — | 277 | $67K |
| Castleview Partners, LLC | 0.04% | Add +115.2% | 269 | $65K |
| Silver Oak Securities, Incorporated | 0.01% | New | 256 | $62K |
| Clean Yield Group | 0.02% | No change | 254 | $62K |
| Balentine LLC | 0.00% | No change | 253 | $62K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $61K |
| Ashton Thomas Securities, LLC | 0.01% | New | 249 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -57.6% | 247 | $60K |
| Blue Trust, Inc. | 0.00% | Add +5.3% | 258 | $59K |
| Venturi Wealth Management, LLC | 0.00% | No change | 231 | $56K |
| Nordwand Advisors, LLC | 0.01% | No change | 230 | $56K |
| Archer Investment Corp | 0.01% | No change | 229 | $56K |
| Angeles Wealth Management, LLC | 0.00% | Add +212.5% | 225 | $55K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $55K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $53K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.5% | 213 | $52K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $51K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 201 | $49K |
| Optimum Investment Advisors | 0.02% | No change | 190 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $45K |
| Eukles Asset Management | 0.02% | No change | 181 | $44K |
| GAMMA Investing LLC | 0.00% | New | 178 | $43K |
| Caitlin John, LLC | 0.03% | Reduce -9.8% | 156 | $41K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 165 | $40K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $40K |
| Legacy Investment Solutions, LLC | 0.02% | — | 152 | $40K |
| Legacy Wealth Managment, LLC | 0.02% | — | 152 | $40K |
| Fairman Group, LLC | 0.03% | Add +0.6% | 158 | $38K |
| Qube Research & Technologies Ltd | 0.00% | New | 155 | $38K |
| Eastern Bank | 0.00% | New | 151 | $37K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $37K |
| Winch Advisory Services, LLC | 0.01% | Reduce -0.7% | 139 | $34K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 138 | $34K |
| Abound Wealth Management | 0.01% | Add +38.8% | 136 | $33K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.8% | 131 | $32K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $31K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 127 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 118 | $29K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 106 | $26K |
| Planning Capital Management Corp | 0.02% | New | 105 | $26K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 105 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 103 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $24K |
| Global Financial Private Client, LLC | 0.01% | No change | 98 | $24K |
| Wintrust Investments LLC | 0.02% | Reduce -90.1% | 96 | $23K |
| Peterson Financial Group, Inc. | 0.09% | New | 93 | $23K |
| Johnson Financial Group, Inc. | 0.00% | No change | 93 | $23K |
| Field & Main Bank | 0.01% | No change | 90 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 82 | $20K |
| Lanark Financial, Inc. | 0.00% | New | 82 | $19K |
| Aspire Private Capital, LLC | 0.00% | No change | 78 | $19K |
| Prestige Wealth Management Group LLC | 0.00% | Add +13.2% | 77 | $19K |
| Twin City Private Wealth, LLC | 0.02% | New | 76 | $19K |
| Providence Capital Advisors, LLC | 0.00% | New | 73 | $18K |
| Pineridge Advisors LLC | 0.01% | No change | 69 | $17K |
| Davis Capital Management | 0.01% | No change | 69 | $17K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 66 | $16K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +5.6% | 57 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $14K |
| Motco | 0.00% | No change | 57 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 55 | $13K |
| Northwest Investment Counselors, LLC | 0.00% | New | 54 | $13K |
| Pacific Center for Financial Services | 0.00% | No change | 48 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 47 | $11K |
| Bogart Wealth, LLC | 0.00% | No change | 45 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 43 | $11K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +94.6% | 1,339 | $10K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -20.0% | 40 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 37 | $9K |
| HM Payson & Co. | 0.00% | New | 37 | $9K |
| Transcendent Capital Group LLC | 0.00% | New | 35 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 28 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $6K |
| EnRich Financial Partners LLC | 0.00% | New | 21 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 19 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 19 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $4K |
| Main Street Group, LTD | 0.00% | No change | 15 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $4K |
| Richardson Capital Management LLC | 0.00% | No change | 14 | $3K |
| First Financial Corp. | 0.00% | Reduce -62.9% | 13 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 12 | $3K |
| NewSquare Capital LLC | 0.00% | Reduce -86.7% | 12 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 10 | $2K |
| Bull Oak Capital, LLC | 0.00% | New | 9 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 5 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Gould Capital, LLC | 0.00% | No change | 4 | $974 |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.9% | 3 | $730 |
| Missouri Trust & Investment Co | 0.00% | New | 1 | $243 |
| Centerpoint Advisors, LLC | 0.00% | New | 2 | $0 |
"% 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.