Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q4 2024 (December 31)979holders +75
58new positions
36sold out
5famous investors
$253.91avg. 13F price*
At the end of Q4 2024, 979 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 75 from Q3 2024. 58 opened new positions and 36 sold out. The largest holders were Royal Bank of Canada ($729.3M), Morgan Stanley ($689.0M) and Assetmark, Inc. ($580.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $31.3M |
| Exits | 36 | $122.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,827,798 shares bought and 1,062,626 shares sold, net +1,765,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 979 holders
| Royal Bank of Canada | 0.16% | Add +4.3% | 2,874,123 | $729.3M |
| Morgan Stanley | 0.05% | Add +11.5% | 2,715,224 | $689.0M |
| Assetmark, Inc. | 1.58% | Add +4.7% | 2,288,077 | $580.6M |
| Bank of America Corp. | 0.04% | Reduce -3.4% | 1,763,604 | $447.5M |
| Wells Fargo & Company | 0.08% | Add +7.5% | 1,374,808 | $348.9M |
| UBS Group AG | 0.07% | Reduce -0.2% | 1,157,030 | $293.6M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -0.8% | 1,148,865 | $291.5M |
| Truepoint, Inc. | 6.83% | Reduce -1.6% | 1,005,214 | $255.1M |
| EP Wealth Advisors, LLC | 1.94% | Add +30.8% | 936,468 | $237.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.1% | 853,808 | $216.7M |
| Connecticut Wealth Management, LLC | 9.83% | Add +1821.8% | 773,562 | $200.1M |
| Tiaa Trust, National Association | 0.55% | Reduce -3.6% | 708,868 | $179.9M |
| Jones Financial Companies LLLP | 0.17% | Add +2.2% | 699,325 | $177.5M |
| LPL Financial LLC | 0.07% | Add +10.8% | 682,605 | $173.2M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +2.4% | 569,493 | $144.5M |
| Rockefeller Capital Management L.P. | 0.31% | Reduce -0.1% | 465,014 | $118.0M |
| Moneta Group Investment Advisors LLC | 1.65% | Add +8.0% | 463,399 | $117.6M |
| Stifel Financial Corp. | 0.12% | Add +24.4% | 456,545 | $115.9M |
| Stephens Group Asset Management, LLC | 9.52% | Reduce -0.2% | 450,418 | $114.3M |
| Commonwealth Equity Services, LLC | 0.15% | Add +0.7% | 411,093 | $104.3M |
| Avior Wealth Management, LLC | 3.33% | Add +17.8% | 358,691 | $91.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.4% | 342,002 | $86.8M |
| Raymond James Financial Inc. | 0.03% | — | 307,541 | $78.0M |
| Pacific Life Fund Advisors LLC | 7.71% | Add +16.4% | 292,852 | $74.3M |
| Truist Financial Corp. | 0.11% | Add +12.1% | 283,627 | $72.0M |
| Osaic Holdings, Inc. | 0.16% | Reduce -7.8% | 283,727 | $70.5M |
| Waverly Advisors, LLC | 1.08% | Reduce -3.1% | 274,029 | $69.5M |
| FMR LLC | 0.00% | Add +1.9% | 244,412 | $62.0M |
| Orgel Wealth Management, LLC | 1.42% | Reduce -4.1% | 214,623 | $54.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 210,156 | $53.3M |
| Cerity Partners LLC | 0.11% | Reduce -0.7% | 192,950 | $49.0M |
| Cetera Investment Advisers | 0.10% | Add +1.7% | 189,870 | $48.2M |
| McAdam, LLC | 2.56% | Add +3.2% | 184,657 | $46.9M |
| Private Advisor Group, LLC | 0.24% | Reduce -0.6% | 171,231 | $43.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -23.1% | 164,276 | $41.7M |
| Equitable Holdings, Inc. | 0.39% | Reduce -1.2% | 159,979 | $40.6M |
| Trust Co | 4.64% | Add +0.6% | 159,685 | $40.5M |
| MML Investors Services, LLC | 0.14% | Add +6.1% | 157,000 | $39.8M |
| 1832 Asset Management L.P. | 0.07% | Reduce -13.0% | 145,582 | $36.9M |
| Creative Planning | 0.04% | Add +53.1% | 142,540 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -0.3% | 137,820 | $35.0M |
| Mariner, LLC | 0.06% | Reduce -0.7% | 134,215 | $34.1M |
| NewEdge Advisors, LLC | 0.20% | Add +2.2% | 133,390 | $33.8M |
| Adventist Health System/ West | 5.15% | No change | 131,150 | $33.3M |
| Kwmg, LLC | 3.40% | Reduce -3.3% | 130,024 | $33.0M |
| World Investment Advisors | 0.83% | Add +1703.1% | 118,876 | $30.2M |
| Ocean Park Asset Management, LLC | 0.96% | Add +4006.1% | 111,398 | $28.3M |
| WoodTrust Financial Corp | 3.95% | Add +2.5% | 110,633 | $28.1M |
| Roberts Financial Services LLC | 5.28% | Reduce -1.8% | 110,216 | $28.0M |
| Cassaday & Co Wealth Management LLC | 0.76% | Reduce -2.0% | 109,286 | $27.7M |
| Wilmington Savings Fund Society, FSB | 0.50% | Add +4.7% | 108,707 | $27.6M |
| Bragg Financial Advisors, Inc | 1.04% | Reduce -1.8% | 101,290 | $25.7M |
| BHK Investment Advisors, LLC | 9.62% | Reduce -1.0% | 100,960 | $25.6M |
| Praetorian Wealth Management, Inc. | 6.05% | Reduce -0.9% | 98,114 | $24.9M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -10.7% | 95,678 | $24.3M |
| Rodgers & Associates, LTD | 2.74% | Reduce -2.4% | 90,670 | $23.0M |
| Bryn Mawr Trust Advisors, LLC | 1.24% | Add +9.8% | 90,303 | $22.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.5% | 88,939 | $22.6M |
| Benjamin Edwards Inc. | 0.32% | Add +5.9% | 88,704 | $22.5M |
| Aire Advisors, LLC | 4.56% | Add +0.6% | 87,286 | $22.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +52.1% | 86,465 | $21.9M |
| Condor Capital Management | 1.91% | Reduce -0.5% | 85,251 | $21.6M |
| US Bancorp \de | 0.03% | Add +3.9% | 85,100 | $21.6M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +0.7% | 79,945 | $20.3M |
| Natixis Advisors, LLC | 0.04% | Add +0.8% | 79,691 | $20.2M |
| Clayton Financial Group LLC | 7.12% | Add +2.9% | 77,838 | $19.8M |
| Dakota Wealth Management | 0.45% | Add +7.6% | 77,100 | $19.6M |
| Betterment LLC | 0.05% | Add +0.0% | 76,779 | $19.5M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.5% | 75,944 | $19.3M |
| Fifth Third Bancorp | 0.07% | Reduce -3.0% | 73,698 | $18.7M |
| MAI Capital Management | 0.13% | Add +167.1% | 70,044 | $17.8M |
| Presilium Private Wealth, LLC | 4.03% | Reduce -1.3% | 69,069 | $17.5M |
| Black Diamond Financial, LLC | 2.49% | Add +5.0% | 65,463 | $16.6M |
| Total Wealth Planning, LLC | 2.53% | Add +1.0% | 63,994 | $16.2M |
| Glenview Trust Co | 0.30% | Add +29.8% | 63,363 | $16.1M |
| Synovus Financial Corp. | 0.19% | Reduce -48.9% | 59,881 | $15.2M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -4.5% | 59,393 | $15.1M |
| Marion Wealth Management | 3.74% | Reduce -0.1% | 55,548 | $14.1M |
| Davis Investment Partners, LLC | 5.89% | Reduce -4.8% | 54,526 | $14.0M |
| First Horizon Advisors, Inc. | 0.38% | Reduce -0.5% | 53,853 | $13.7M |
| Captrust Financial Advisors | 0.04% | Add +10.1% | 50,281 | $12.8M |
| LMCG Investments, LLC | 0.76% | Reduce -0.3% | 49,155 | $12.5M |
| Allworth Financial LP | 0.07% | Reduce -2.2% | 45,210 | $12.3M |
| Commerce Bank | 0.07% | Add +4.0% | 47,912 | $12.2M |
| Arvest Investments, Inc. | 1.91% | Reduce -4.0% | 47,193 | $12.0M |
| Ascent Group, LLC | 0.90% | Reduce -1.1% | 47,043 | $11.9M |
| Compton Wealth Advisory Group, LLC | 3.08% | Add +19.1% | 47,038 | $11.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +2.5% | 46,476 | $11.8M |
| GHP Investment Advisors, Inc. | 0.53% | Reduce -0.2% | 45,105 | $11.4M |
| Advisory Alpha, LLC | 0.41% | Reduce -1.7% | 44,883 | $11.4M |
| Opes Wealth Management LLC | 2.33% | Add +0.4% | 44,717 | $11.3M |
| Highland Capital Management, LLC | 0.64% | Add +1.5% | 44,261 | $11.2M |
| Independent Financial Group, LLC | 0.37% | Add +4.1% | 44,183 | $11.2M |
| Aprio Wealth Management, LLC | 1.63% | Add +14.2% | 44,104 | $11.2M |
| Blair William & Co. | 0.03% | Add +2.4% | 43,291 | $11.0M |
| Robertson Stephens Wealth Management, LLC | 0.39% | Reduce -3.5% | 43,268 | $11.0M |
| Strategic Investment Advisors / MI | 1.15% | Add +7.4% | 42,618 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.1% | 42,094 | $10.7M |
| D.A. Davidson & Co. | 0.09% | Add +1.8% | 41,728 | $10.6M |
| Comerica Bank | 0.04% | Reduce -7.4% | 41,651 | $10.6M |
| Payne Capital Management, LLC | 4.53% | — | 41,350 | $10.5M |
| Wolff Financial Management LLC | 2.89% | Reduce -4.3% | 41,014 | $10.4M |
| &partners | 0.12% | Add +315.9% | 38,044 | $9.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.3% | 38,811 | $9.8M |
| Operose Advisors LLC | 3.36% | Reduce -12.7% | 38,746 | $9.8M |
| Alexander Labrunerie & Co., Inc. | 4.18% | Add +0.6% | 36,791 | $9.3M |
| Addison Advisors LLC | 2.54% | Add +0.5% | 36,027 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.26% | Reduce -2.2% | 35,916 | $9.1M |
| Sage Financial Group Inc. | 0.70% | Reduce -1.1% | 34,334 | $8.7M |
| NorthStar Asset Management LLC | 5.50% | Add +6.4% | 34,009 | $8.6M |
| NewEdge Wealth, LLC | 0.15% | Reduce -3.2% | 33,700 | $8.6M |
| Cwm, LLC | 0.04% | Add +74.2% | 33,509 | $8.5M |
| Rwa Wealth Partners, LLC | 0.10% | Add +0.0% | 32,538 | $8.3M |
| Merit Financial Group, LLC | 0.15% | Add +16.0% | 32,201 | $8.2M |
| Avantax Advisory Services, Inc. | 0.05% | Add +6.9% | 31,918 | $8.1M |
| Cary Street Partners Financial LLC | 0.26% | — | 31,917 | $8.1M |
| Checchi Capital Advisers, LLC | 0.59% | Add +200.7% | 31,378 | $8.0M |
| Prosperity Planning, Inc. | 3.62% | Reduce -2.3% | 31,324 | $7.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +39.5% | 30,773 | $7.9M |
| Park Avenue Securities LLC | 0.08% | Add +9.8% | 31,006 | $7.9M |
| Focus Partners Wealth | 0.02% | Add +4.6% | 30,901 | $7.8M |
| Financial Counselors Inc. | 0.11% | Add +3.5% | 30,300 | $7.7M |
| Regimen Wealth, LLC | 2.48% | Reduce -5.2% | 29,965 | $7.6M |
| Pittenger & Anderson Inc. | 0.27% | No change | 28,980 | $7.4M |
| Transamerica Financial Advisors, LLC | 0.72% | Add +3.9% | 28,767 | $7.3M |
| SOA Wealth Advisors, LLC. | 1.34% | Reduce -2.3% | 28,654 | $7.3M |
| 360 Financial, Inc. | 2.59% | Add +1.9% | 28,224 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.2% | 27,869 | $7.1M |
| Eagle Strategies LLC | 1.22% | Add +0.7% | 27,837 | $7.1M |
| Bank of Montreal | 0.00% | Add +15.2% | 27,786 | $7.1M |
| Arax Advisory Partners | 0.44% | Add +2055.2% | 27,694 | $7.0M |
| Tidal Investments LLC | 0.06% | New | 27,678 | $7.0M |
| Provident Wealth Management, LLC | 2.32% | Add +5.4% | 27,415 | $7.0M |
| Hapanowicz & Associates Financial Services, Inc | 3.47% | Add +3.2% | 27,218 | $6.9M |
| JMG Financial Group, Ltd. | 0.24% | Add +0.1% | 27,204 | $6.9M |
| Goepper Burkhardt LLC | 2.77% | Reduce -11.8% | 26,873 | $6.8M |
| Aufman Associates Inc | 4.50% | Reduce -0.3% | 26,273 | $6.7M |
| Regal Investment Advisors LLC | 0.50% | Add +0.3% | 26,182 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +207.1% | 26,127 | $6.6M |
| Cranbrook Wealth Management, LLC | 1.54% | Reduce -1.5% | 26,123 | $6.6M |
| Venture Visionary Partners LLC | 0.28% | Reduce -0.2% | 26,063 | $6.6M |
| Bokf, NA | 0.11% | Add +10.5% | 25,438 | $6.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Add +10.7% | 25,004 | $6.3M |
| Old National Bancorp | 0.15% | Reduce -7.0% | 24,968 | $6.3M |
| CX Institutional | 0.25% | Reduce -2.4% | 24,493 | $6.2M |
| Avantax Planning Partners, Inc. | 0.22% | Reduce -2.9% | 24,467 | $6.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.32% | Add +5.1% | 24,187 | $6.1M |
| HRC Wealth Management, LLC | 3.62% | Add +16.7% | 24,041 | $6.1M |
| Concourse Financial Group Securities, Inc. | 0.34% | Add +4.5% | 22,272 | $6.0M |
| Leavell Investment Management, Inc. | 0.29% | Add +2.4% | 23,658 | $6.0M |
| Kieckhefer Group LLC | 3.59% | — | 23,470 | $6.0M |
| Ally Invest Advisors Inc. | 0.51% | Add +14.3% | 23,383 | $5.9M |
| Inspire Trust Co, N.A. | 1.51% | Add +14.8% | 23,211 | $5.9M |
| RTD Financial Advisors, Inc. | 0.75% | Reduce -0.7% | 23,161 | $5.9M |
| Fusion Capital, LLC | 2.36% | Add +19.2% | 23,115 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.7% | 21,237 | $5.8M |
| HB Wealth Management, LLC | 0.06% | Add +24.4% | 22,441 | $5.7M |
| Zeit Capital LLC | 4.35% | Add +13.8% | 20,703 | $5.7M |
| Marietta Wealth Management, LLC | 0.81% | Add +1.3% | 22,344 | $5.7M |
| Prosperity Consulting Group, LLC | 0.42% | Reduce -1.6% | 22,066 | $5.6M |
| Stephens Inc. | 0.08% | Add +0.8% | 22,033 | $5.6M |
| Meridian Wealth Management, LLC | 0.26% | Add +1.5% | 21,938 | $5.6M |
| Texas Yale Capital Corp. | 0.22% | Reduce -0.4% | 21,257 | $5.4M |
| Trustmark Bank Trust Department | 0.40% | Add +5.1% | 21,141 | $5.4M |
| Asset Management Group, Inc. | 0.95% | Reduce -0.1% | 21,099 | $5.4M |
| HFG Advisors, Inc. | 4.60% | Reduce -0.1% | 20,748 | $5.3M |
| Tenret Co LLC | 3.27% | Add +0.2% | 20,432 | $5.2M |
| Harbor Investment Advisory, LLC | 0.48% | Add +3.8% | 20,184 | $5.1M |
| TFB Advisors LLC | 1.46% | Add +0.9% | 20,127 | $5.1M |
| Brown Advisory Inc. | 0.01% | Add +9.1% | 20,092 | $5.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -8.4% | 19,714 | $5.1M |
| Genesis Private Wealth, LLC | 2.78% | — | 19,909 | $5.1M |
| Bare Financial Services, Inc | 2.03% | Add +23.3% | 19,879 | $5.0M |
| Eclectic Associates Inc. | 1.48% | Reduce -0.7% | 19,666 | $5.0M |
| SWAN Capital LLC | 2.42% | Reduce -25.2% | 19,523 | $5.0M |
| Fifth Third Securities, Inc. | 0.41% | Add +1.3% | 19,014 | $4.8M |
| Nwam LLC | 0.30% | Reduce -3.5% | 18,942 | $4.8M |
| First United Bank & Trust | 1.73% | Add +1.8% | 18,805 | $4.8M |
| Mather Group, Llc. | 0.06% | No change | 18,786 | $4.8M |
| Mosaic Family Wealth Partners, LLC | 0.69% | Reduce -0.6% | 18,765 | $4.8M |
| Caprock Group, LLC | 0.16% | Reduce -0.4% | 18,726 | $4.8M |
| SageView Advisory Group, LLC | 0.20% | Add +3.7% | 18,636 | $4.7M |
| Perigon Wealth Management, LLC | 0.12% | Add +14.8% | 17,681 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +4.1% | 18,119 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.5% | 18,048 | $4.6M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +2.3% | 17,992 | $4.6M |
| Lionshead Wealth Management, LLC | 3.30% | — | 17,987 | $4.6M |
| Everhart Financial Group, Inc. | 0.94% | Add +4.1% | 17,946 | $4.6M |
| Juncture Wealth Strategies, LLC | 1.69% | Add +3.4% | 17,922 | $4.5M |
| Thrive Capital Management, LLC | 2.08% | Add +134.1% | 17,865 | $4.5M |
| Advisory Services Network, LLC | 0.08% | Reduce -9.0% | 17,763 | $4.5M |
| Councilor Wealth, LLC | 2.14% | Add +1.4% | 17,708 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -32.4% | 18,482 | $4.5M |
| CENTRAL TRUST Co | 0.11% | Reduce -2.7% | 17,576 | $4.5M |
| Mma Asset Management LLC | 1.93% | Reduce -48.0% | 17,427 | $4.4M |
| Cassady Schiller Wealth Management, LLC | 1.62% | Reduce -1.2% | 17,358 | $4.4M |
| Planning Directions Inc. | 2.52% | Add +5.9% | 17,113 | $4.3M |
| Moneco Advisors, LLC | 0.45% | Reduce -0.6% | 16,872 | $4.3M |
| Savant Capital, LLC | 0.03% | Reduce -4.5% | 16,872 | $4.3M |
| Richard P Slaughter Associates Inc | 0.96% | Add +3.9% | 16,865 | $4.3M |
| Ifrah Financial Services, Inc. | 1.18% | Reduce -4.7% | 16,845 | $4.3M |
| Associated Banc-Corp | 0.13% | Add +3.5% | 16,841 | $4.3M |
| Citizens Financial Group Inc. | 0.08% | Add +42.6% | 16,459 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +2.2% | 16,111 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +200.5% | 15,927 | $4.0M |
| Titleist Asset Management, LLC | 0.46% | Add +4.8% | 15,773 | $4.0M |
| Shira Ridge Wealth Management | 1.89% | Add +7.3% | 15,248 | $3.9M |
| IVC Wealth Advisors LLC | 2.16% | Add +2.7% | 15,216 | $3.9M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.8% | 15,207 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +7.7% | 15,078 | $3.8M |
| MidAtlantic Capital Management, Inc. | 2.76% | Reduce -0.3% | 14,864 | $3.8M |
| Clark Financial Services Group Inc. | 2.86% | Add +2.6% | 14,718 | $3.7M |
| Valley Wealth Managers, Inc. | 0.28% | Reduce -5.4% | 14,564 | $3.7M |
| Signet Financial Management, LLC | 0.47% | Reduce -2.0% | 14,406 | $3.7M |
| JPL Wealth Management, LLC | 1.03% | — | 14,206 | $3.6M |
| NFSG Corp | 0.92% | Add +22.1% | 14,141 | $3.6M |
| LifePlan Investment Advisors, Inc. | 2.22% | Reduce -4.7% | 14,129 | $3.6M |
| Bouvel Investment Partners, LLC | 1.28% | Reduce -2.3% | 14,048 | $3.6M |
| Clearstead Advisors, LLC | 0.05% | Reduce -23.3% | 13,806 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -18.9% | 13,557 | $3.4M |
| Cohen Klingenstein LLC | 0.12% | Add +1.3% | 13,490 | $3.4M |
| MSH Capital Advisors LLC | 1.06% | Reduce -0.8% | 13,268 | $3.4M |
| Keel Point, LLC | 0.26% | Add +4.2% | 12,837 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.69% | Add +0.5% | 12,825 | $3.3M |
| Avalon Capital Management | 1.05% | New | 12,810 | $3.3M |
| Mutual Advisors, LLC | 0.09% | Reduce -2.4% | 12,260 | $3.2M |
| Csenge Advisory Group | 0.17% | Add +4.3% | 12,587 | $3.2M |
| Manchester Capital Management LLC | 0.37% | No change | 12,493 | $3.2M |
| AE Wealth Management LLC | 0.03% | Add +77.1% | 12,467 | $3.2M |
| White Lighthouse Investment Management Inc. | 0.56% | Add +4.8% | 12,461 | $3.2M |
| Willis Johnson & Associates, Inc. | 0.24% | Reduce -1.5% | 12,431 | $3.2M |
| Spreng Capital Management, Inc. | 1.39% | Add +7.9% | 12,316 | $3.1M |
| Moody National Bank Trust Division | 0.32% | Reduce -47.6% | 12,158 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +185.5% | 12,070 | $3.1M |
| Ballentine Partners, LLC | 0.05% | Add +11.6% | 12,052 | $3.1M |
| Victory Financial Group, LLC | 0.80% | — | 11,960 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +6.5% | 11,619 | $2.9M |
| SilverOak Wealth Management LLC | 0.63% | Add +3.5% | 11,544 | $2.9M |
| Brighton Jones LLC | 0.08% | Add +30.3% | 11,500 | $2.9M |
| Tritonpoint Wealth, LLC | 0.26% | Add +0.3% | 11,486 | $2.9M |
| Tsfg, LLC | 0.59% | Reduce -4.6% | 11,358 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +83.6% | 11,152 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +83.6% | 11,152 | $2.8M |
| Patriot Investment Management Group, Inc. | 0.21% | No change | 10,972 | $2.8M |
| WealthShield Partners, LLC | 0.39% | Reduce -2.1% | 10,945 | $2.8M |
| Baring Financial LLC | 2.47% | — | 10,924 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -2.1% | 10,858 | $2.8M |
| SOL Capital Management CO | 0.31% | Add +8.0% | 10,847 | $2.8M |
| Peak Retirement Planning, Inc. | 1.84% | — | 10,752 | $2.7M |
| Citigroup Inc. | 0.00% | Add +15.4% | 10,671 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 1.20% | Reduce -0.5% | 10,605 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.5% | 10,502 | $2.7M |
| Chicago Partners Investment Group LLC | 0.09% | Add +2.7% | 10,297 | $2.7M |
| Wealth Alliance, LLC | 0.32% | Add +0.6% | 10,465 | $2.7M |
| My Legacy Advisors, LLC | 1.03% | Add +8.7% | 10,117 | $2.6M |
| Renaissance Technologies | 0.00% | Add +136.4% | 10,400 | $2.6M |
| Founders Grove Wealth Partners, LLC | 0.76% | — | 10,308 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.33% | Reduce -2.6% | 10,249 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +12.9% | 10,230 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +201.1% | 10,138 | $2.6M |
| KPP Advisory Services LLC | 0.60% | Reduce -0.8% | 10,112 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +28.1% | 10,060 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Add +0.1% | 9,990 | $2.5M |
| Cooksen Wealth, LLC | 2.32% | Reduce -3.5% | 9,926 | $2.5M |
| Financial Advocates Investment Management | 0.14% | Reduce -42.6% | 9,923 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +2.4% | 9,806 | $2.5M |
| Fingerlakes Wealth Management, Inc. | 1.98% | Add +1.3% | 9,668 | $2.5M |
| Weinberger Asset Management, Inc | 1.02% | Reduce -3.9% | 9,659 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +1.0% | 9,590 | $2.4M |
| Simmons Bank | 0.18% | Reduce -1.8% | 9,583 | $2.4M |
| Intergy Private Wealth, LLC | 0.91% | No change | 9,573 | $2.4M |
| IFG Advisory, LLC | 0.14% | Reduce -0.0% | 9,498 | $2.4M |
| Stuart Investment Advisors, Inc. | 1.27% | Reduce -4.0% | 9,355 | $2.4M |
| ERn Financial, LLC | 0.35% | Reduce -0.7% | 9,236 | $2.3M |
| Sterling Financial Planning, Inc. | 0.86% | Reduce -0.6% | 9,173 | $2.3M |
| Magnus Financial Group LLC | 0.23% | Add +0.8% | 9,158 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.32% | Reduce -2.7% | 8,997 | $2.3M |
| Sawgrass Asset Management LLC | 0.25% | No change | 9,120 | $2.3M |
| Meridian Financial Advisors, LLC | 1.60% | Add +0.6% | 9,116 | $2.3M |
| Brookstone Capital Management | 0.03% | Add +70.4% | 9,099 | $2.3M |
| Next Capital Management LLC | 0.95% | Add +20.8% | 9,096 | $2.3M |
| Center For Asset Management LLC | 1.49% | Add +5.1% | 9,084 | $2.3M |
| Mustard Seed Financial, LLC | 1.87% | Add +2.3% | 9,046 | $2.3M |
| PFG Advisors | 0.14% | Reduce -2.5% | 9,038 | $2.3M |
| CJM Wealth Advisers, Ltd. | 0.77% | Add +0.6% | 9,036 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.8% | 8,992 | $2.3M |
| Causey Wealth LLC | 1.29% | — | 8,735 | $2.2M |
| GC Wealth Management RIA, LLC | 0.39% | Add +0.7% | 8,651 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.52% | Reduce -2.3% | 8,616 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.5% | 8,606 | $2.2M |
| Insight Advisors, LLC/ PA | 0.37% | Reduce -0.2% | 8,560 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.2% | 8,587 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +99.0% | 8,577 | $2.2M |
| Wells Trecaso Financial Group, LLC | 0.71% | Add +0.4% | 8,553 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | Add +66.1% | 8,314 | $2.1M |
| Choreo, LLC | 0.03% | Add +17.9% | 8,295 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +15.7% | 8,272 | $2.1M |
| ProVise Management Group, LLC | 0.18% | Reduce -0.4% | 8,115 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +0.3% | 8,027 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -0.6% | 8,002 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +1.7% | 8,002 | $2.0M |
| Sagace Wealth Management LLC | 1.51% | Add +18.5% | 7,939 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | No change | 7,915 | $2.0M |
| Atria Investments, Inc | 0.03% | Reduce -18.8% | 7,903 | $2.0M |
| Vanguard Group Inc. | 0.00% | Add +13.8% | 7,807 | $2.0M |
| Americana Partners, LLC | 0.08% | No change | 7,755 | $2.0M |
| Principal Securities, Inc. | 0.04% | Add +46.3% | 7,751 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Reduce -3.4% | 7,741 | $2.0M |
| Colonial Trust Co / SC | 0.29% | No change | 7,648 | $1.9M |
| Marcum Wealth, LLC | 0.17% | Add +20.7% | 7,597 | $1.9M |
| Lowery Thomas, LLC | 1.25% | Add +0.7% | 7,585 | $1.9M |
| Safeguard Financial, LLC | 0.41% | Reduce -20.6% | 7,488 | $1.9M |
| Bleakley Financial Group, LLC | 0.06% | Add +58.5% | 7,483 | $1.9M |
| Fidelis Capital Partners, LLC | 0.19% | Add +109.9% | 6,997 | $1.9M |
| Silver Lake Advisory, LLC | 0.83% | Add +1.0% | 7,446 | $1.9M |
| Segment Wealth Management, LLC | 0.13% | Reduce -9.2% | 7,380 | $1.9M |
| NBT Bank, N.A. | 0.13% | Reduce -1.3% | 7,340 | $1.9M |
| Uptick Partners, LLC | 0.67% | Add +5.3% | 7,337 | $1.9M |
| Strategic Financial Concepts, LLC | 0.36% | Add +4.6% | 7,334 | $1.9M |
| Asset Allocation & Management Company, LLC | 1.02% | No change | 7,329 | $1.9M |
| FAS Wealth Partners, Inc. | 0.16% | Reduce -1.9% | 7,318 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.3% | 7,316 | $1.9M |
| Aveo Capital Partners, LLC | 0.20% | Add +7.0% | 7,300 | $1.9M |
| Joel Isaacson & Co., LLC | 0.08% | Add +5.7% | 7,280 | $1.8M |
| Quadrant Capital Group LLC | 0.13% | No change | 7,226 | $1.8M |
| Wambolt & Associates, LLC | 0.58% | Reduce -9.8% | 7,174 | $1.8M |
| Falcon Wealth Planning | 0.20% | Reduce -2.6% | 7,140 | $1.8M |
| Argent Trust Co | 0.07% | Add +0.4% | 7,125 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +14.5% | 7,112 | $1.8M |
| Fee-Only Financial Planning, L.C. | 1.16% | No change | 7,060 | $1.8M |
| Frisch Financial Group, Inc. | 0.54% | Reduce -0.5% | 7,055 | $1.8M |
| Community Financial Services Group, LLC | 0.35% | Reduce -1.9% | 7,033 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.25% | Reduce -1.1% | 6,976 | $1.8M |
| Anchor Pointe Wealth Management, LLC | 2.23% | — | 6,730 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +24.1% | 6,757 | $1.7M |
| Envision Financial Planning, LLC | 0.88% | Reduce -0.1% | 6,725 | $1.7M |
| Talon Private Wealth, LLC | 0.35% | Add +289.2% | 6,686 | $1.7M |
| Tme Financial, Inc. | 1.58% | — | 6,928 | $1.7M |
| Mainstream Capital Management LLC | 1.18% | No change | 6,624 | $1.7M |
| Brady Martz Wealth Solutions, LLC | 0.40% | — | 6,486 | $1.7M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -0.1% | 6,520 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +2.2% | 6,475 | $1.6M |
| Sand Hill Global Advisors, LLC | 0.07% | No change | 6,435 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.62% | — | 6,663 | $1.6M |
| City Holding Co. | 0.23% | Reduce -1.3% | 6,313 | $1.6M |
| EWG Elevate Inc. | 0.48% | New | 6,247 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.39% | No change | 6,231 | $1.6M |
| Daymark Wealth Partners, LLC | 0.07% | Add +4.2% | 6,224 | $1.6M |
| Berkshire Money Management, Inc. | 0.17% | New | 6,200 | $1.6M |
| Royal Fund Management, LLC | 0.17% | Reduce -52.8% | 5,964 | $1.5M |
| Custos Family Office, LLC | 0.54% | Add +0.2% | 6,026 | $1.5M |
| Legacy Edge Advisors, LLC | 0.24% | Reduce -1.5% | 5,994 | $1.5M |
| Family Manage LLC | 0.25% | Add +18.4% | 6,055 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.6% | 5,939 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 5,823 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -4.9% | 5,826 | $1.5M |
| Mathes Company, Inc. | 0.54% | No change | 5,820 | $1.5M |
| Lloyd Advisory Services, LLC. | 0.69% | New | 5,729 | $1.5M |
| Prossimo Advisors, LLC | 1.05% | Add +0.8% | 5,693 | $1.4M |
| Smith Anglin Financial, LLC | 0.14% | No change | 5,673 | $1.4M |
| Valley National Advisers Inc. | 0.26% | Add +1.2% | 5,652 | $1.4M |
| Colonial Trust Advisors | 0.13% | Reduce -2.2% | 5,647 | $1.4M |
| Trivium Point Advisory, LLC | 0.18% | Add +19.9% | 5,646 | $1.4M |
| Geneva Partners, LLC | 0.58% | Add +4.0% | 5,644 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | Reduce -11.5% | 5,626 | $1.4M |
| TPG Financial Advisors, LLC | 0.61% | Reduce -2.5% | 5,558 | $1.4M |
| Transatlantique Private Wealth LLC | 0.53% | Add +6.6% | 5,527 | $1.4M |
| Novak & Powell Financial Services, Inc. | 0.83% | No change | 5,526 | $1.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.29% | Add +7.2% | 5,497 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | No change | 5,489 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.1% | 5,447 | $1.4M |
| Baldwin Investment Management, LLC | 0.18% | Reduce -5.0% | 5,399 | $1.4M |
| Hilltop National Bank | 0.41% | Add +26.7% | 5,351 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Reduce -0.1% | 5,337 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -5.8% | 5,335 | $1.4M |
| Nicolet Advisory Services, LLC | 0.12% | Reduce -2.2% | 5,273 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.8% | 5,309 | $1.3M |
| Ameriflex Group, Inc. | 0.61% | — | 4,959 | $1.3M |
| Creative Financial Designs Inc. | 0.11% | Add +4.7% | 5,257 | $1.3M |
| Collective Family Office LLC | 0.36% | Add +5.0% | 5,213 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -11.5% | 5,194 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -3.2% | 5,191 | $1.3M |
| Wedmont Private Capital | 0.07% | Add +2.3% | 5,114 | $1.3M |
| Keybank National Association | 0.01% | Reduce -2.3% | 5,092 | $1.3M |
| Dentgroup LLC | 0.98% | Reduce -0.0% | 5,045 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Add +4.0% | 5,018 | $1.3M |
| Busey Bank | 0.04% | No change | 4,990 | $1.3M |
| Members Wealth LLC | 0.94% | — | 4,623 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +9.2% | 4,965 | $1.3M |
| Croban | 1.23% | — | 4,944 | $1.3M |
| Cornerstone Advisory, LLC | 0.14% | Add +24.3% | 4,595 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Reduce -0.4% | 4,933 | $1.3M |
| FC Advisory LLC | 0.42% | Reduce -2.3% | 4,931 | $1.3M |
| Wood Tarver Financial Group, LLC | 0.42% | — | 4,926 | $1.3M |
| Pinnacle Financial Partners Inc | 0.03% | Add +2.3% | 4,925 | $1.2M |
| Evergreen Wealth Management, LLC | 0.74% | Add +0.1% | 4,909 | $1.2M |
| Regions Financial Corp. | 0.01% | Add +4.3% | 4,892 | $1.2M |
| Stevens Capital Partners | 0.56% | Reduce -0.4% | 4,852 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -6.3% | 4,795 | $1.2M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | Add +2.9% | 4,787 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.91% | No change | 4,785 | $1.2M |
| Hexagon Capital Partners LLC | 0.22% | Reduce -4.3% | 4,768 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | Add +20.1% | 5,077 | $1.2M |
| Consolidated Portfolio Review Corp | 0.19% | Reduce -0.2% | 4,749 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Add +20.5% | 4,717 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.51% | No change | 4,667 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -0.2% | 4,630 | $1.2M |
| Fairscale Capital, LLC | 1.00% | Reduce -1.4% | 4,577 | $1.2M |
| Bank of Hawaii | 0.06% | Reduce -2.3% | 4,574 | $1.2M |
| Sovran Advisors, LLC | 0.16% | — | 4,352 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.44% | — | 4,335 | $1.1M |
| Michels Family Financial, LLC | 1.02% | — | 4,386 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.6% | 4,307 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -2.7% | 4,303 | $1.1M |
| Cherrydale Wealth Management, LLC | 0.42% | Add +0.2% | 4,302 | $1.1M |
| Steph & Co. | 0.37% | Reduce -2.9% | 4,284 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 4,283 | $1.1M |
| Sterling Investment Counsel, LLC | 0.71% | Reduce -17.5% | 4,254 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -7.5% | 4,236 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -2.3% | 4,207 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Reduce -9.8% | 4,199 | $1.1M |
| Redwood Investment Management, LLC | 0.10% | Reduce -41.6% | 4,181 | $1.1M |
| Integrated Investment Consultants, LLC | 0.21% | Reduce -23.0% | 4,067 | $1.0M |
| Waller Financial Planning Group, Inc. | 0.26% | Reduce -14.2% | 4,065 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -25.8% | 4,050 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -6.7% | 4,026 | $1.0M |
| Smithfield Trust Co | 0.05% | Reduce -2.6% | 4,015 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 4,006 | $1.0M |
| Warner Financial, Inc. | 0.44% | Add +29.2% | 3,998 | $1.0M |
| Flagstar Securities, Inc. | 0.25% | Reduce -1.4% | 3,995 | $1.0M |
| Beacon Financial Planning, Inc. | 0.59% | Add +0.1% | 3,984 | $1.0M |
| Nemes Rush Group LLC | 0.12% | No change | 3,958 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +0.5% | 3,946 | $1.0M |
| Citadel Advisors | 0.00% | Add +53.8% | 3,904 | $991K |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -52.1% | 3,898 | $989K |
| Greenhouse Wealth Management, LLC | 0.65% | Reduce -7.8% | 3,892 | $988K |
| Global Retirement Partners, LLC | 0.03% | Add +12.5% | 3,846 | $976K |
| JNBA Financial Advisors | 0.10% | Reduce -11.6% | 3,844 | $975K |
| Finward Bancorp | 0.84% | — | 3,840 | $974K |
| Leading Edge Financial Planning LLC | 0.31% | New | 3,774 | $958K |
| Independent Advisor Alliance | 0.01% | New | 3,745 | $950K |
| Koshinski Asset Management, Inc. | 0.08% | No change | 3,734 | $948K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -2.2% | 3,729 | $946K |
| Paulson Wealth Management Inc. | 0.26% | Reduce -31.1% | 3,722 | $945K |
| OneAscent Financial Services LLC | 0.08% | New | 3,700 | $939K |
| First American Trust, FSB | 0.09% | Add +69.7% | 3,695 | $938K |
| Zions Bancorporation, N.A. | 0.06% | No change | 3,667 | $931K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.8% | 3,651 | $927K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 3,651 | $926K |
| Spire Wealth Management | 0.03% | Add +8.9% | 3,614 | $917K |
| Salem Investment Counselors Inc. | 0.03% | No change | 3,611 | $916K |
| St. Louis Trust Co | 0.13% | No change | 3,597 | $913K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +25.8% | 3,573 | $907K |
| SC&H Financial Advisors, Inc. | 0.19% | No change | 3,571 | $906K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -26.0% | 3,530 | $896K |
| CreativeOne Wealth, LLC | 0.03% | Add +19.5% | 3,525 | $895K |
| DAVENPORT & Co LLC | 0.01% | Add +3.7% | 3,517 | $892K |
| BKM Wealth Management, LLC | 0.36% | Reduce -3.7% | 3,492 | $886K |
| Oakworth Capital, Inc. | 0.06% | Reduce -6.0% | 3,475 | $882K |
| Washington Trust Bank | 0.08% | Reduce -3.5% | 3,474 | $882K |
| Carnegie Investment Counsel | 0.03% | Add +14.5% | 3,432 | $871K |
| Plancorp, LLC | 0.04% | Reduce -5.6% | 3,415 | $867K |
| Legacy Financial Group LLC | 0.14% | New | 3,410 | $865K |
| FDx Advisors, Inc. | 0.25% | Reduce -0.4% | 3,407 | $865K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -20.7% | 3,372 | $856K |
| First Financial Bank - Trust Division | 0.08% | No change | 3,328 | $844K |
| Ieq Capital, LLC | 0.01% | No change | 3,302 | $838K |
| Modera Wealth Management, LLC | 0.01% | Reduce -6.8% | 3,288 | $834K |
| LGL Partners, LLC | 0.12% | No change | 3,287 | $834K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -5.7% | 3,284 | $833K |
| Ridgewood Investments LLC | 0.40% | Reduce -2.9% | 3,272 | $830K |
| Aaron Wealth Advisors LLC | 0.10% | No change | 3,255 | $826K |
| Norden Group LLC | 0.09% | Reduce -23.1% | 3,250 | $825K |
| Wick Capital Partners, LLC | 0.24% | Add +36.1% | 3,249 | $824K |
| Congress Asset Management Co. | 0.01% | Add +88.7% | 3,245 | $823K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.1% | 3,232 | $820K |
| Calamos Wealth Management LLC | 0.04% | Add +2.6% | 3,170 | $804K |
| Sepio Capital, LP | 0.06% | Add +8.1% | 3,152 | $800K |
| Fortis Capital Advisors, LLC | 0.27% | Add +32.5% | 3,360 | $799K |
| PKS Advisory Services, LLC | 0.20% | — | 3,143 | $798K |
| Ritholtz Wealth Management | 0.02% | Add +4.9% | 3,132 | $795K |
| Whitegate Investment Counselors, Inc. | 0.27% | Reduce -73.5% | 3,129 | $794K |
| Strategic Financial Partners, Ltd. | 0.40% | Reduce -7.8% | 3,122 | $792K |
| Freedom Investment Management, Inc. | 0.07% | Add +8.4% | 3,101 | $787K |
| Certified Advisory Corp | 0.08% | Add +0.1% | 3,082 | $782K |
| Financial Freedom, LLC | 0.41% | Reduce -2.0% | 3,070 | $779K |
| Gryphon Financial Partners LLC | 0.11% | Add +0.2% | 3,067 | $778K |
| Burns Matteson Capital Management, LLC | 0.44% | Reduce -2.9% | 3,063 | $777K |
| Farmers & Merchants Investments Inc. | 0.02% | Reduce -0.4% | 3,038 | $771K |
| Roman Butler Fullerton & Co. | 0.25% | No change | 2,890 | $771K |
| National Bank of Canada | 0.00% | No change | 3,031 | $769K |
| McNamara Financial Services, Inc. | 0.18% | Reduce -9.3% | 3,021 | $767K |
| First Manhattan Co. Llc. | 0.00% | Add +0.5% | 3,011 | $764K |
| Wrapmanager Inc. | 0.19% | Reduce -1.6% | 2,994 | $760K |
| XML Financial, LLC | 0.07% | Add +3.2% | 2,961 | $751K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -67.1% | 2,960 | $751K |
| Atlantic Union Bankshares Corp | 0.04% | Add +15.8% | 2,960 | $751K |
| Aviso Wealth Management | 0.38% | No change | 2,958 | $751K |
| Owen LaRue, LLC | 0.39% | Reduce -0.2% | 2,950 | $749K |
| Cardiff Park Advisors, LLC | 0.07% | Add +1.7% | 2,899 | $736K |
| Lido Advisors, LLC | 0.00% | Add +6.6% | 2,893 | $734K |
| Independent Wealth Network Inc. | 0.30% | Add +0.5% | 2,891 | $734K |
| Waterfront Wealth Inc. | 0.17% | No change | 2,831 | $718K |
| Silverlake Wealth Management LLC | 0.28% | Add +65.2% | 2,815 | $714K |
| Bessemer Group Inc. | 0.00% | New | 2,769 | $703K |
| Kanawha Capital Management LLC | 0.06% | Reduce -5.1% | 2,767 | $702K |
| Bernardo Wealth Planning LLC | 0.17% | No change | 2,720 | $697K |
| Wesbanco Bank Inc. | 0.02% | Reduce -2.0% | 2,696 | $684K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -3.0% | 2,696 | $684K |
| Founders Financial Alliance, LLC | 0.19% | Add +4783.6% | 2,686 | $682K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +95.5% | 2,665 | $676K |
| Bridgewealth Advisory Group, LLC | 0.19% | No change | 2,467 | $675K |
| Enclave Advisors LLC | 0.11% | No change | 2,656 | $674K |
| Accel Wealth Management | 0.26% | Reduce -1.4% | 2,650 | $672K |
| Roof Eidam Maycock Peralta, LLC | 0.17% | No change | 2,620 | $665K |
| Cahill Wealth Management, LLC | 0.34% | Add +0.1% | 2,617 | $664K |
| Kiely Wealth Advisory Group, Inc. | 0.42% | Add +0.1% | 2,371 | $657K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -19.1% | 2,585 | $656K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | New | 2,578 | $654K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.0% | 2,552 | $648K |
| Pinion Investment Advisors, LLC | 0.26% | Reduce -2.0% | 2,545 | $646K |
| Lane & Associates LLC | 0.33% | Add +2.5% | 2,372 | $641K |
| Graypoint LLC | 0.04% | Add +0.1% | 2,506 | $636K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,482 | $630K |
| Rockbridge Investment Management, LCC | 0.08% | No change | 2,479 | $629K |
| TD Private Client Wealth LLC | 0.02% | Reduce -12.5% | 2,469 | $627K |
| Jefferies Financial Group Inc. | 0.01% | No change | 2,465 | $625K |
| Rossby Financial, LCC | 0.40% | — | 2,457 | $623K |
| Resurgent Financial Advisors LLC | 0.37% | Add +0.6% | 2,456 | $623K |
| BCS Wealth Management | 0.15% | New | 2,447 | $621K |
| Everstar Asset Management, LLC | 0.44% | No change | 2,430 | $617K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,415 | $613K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.3% | 2,407 | $611K |
| Advus Financial Partners, LLC | 0.17% | No change | 2,400 | $609K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -7.8% | 2,398 | $608K |
| Evolution Advisers, Inc. | 0.33% | Reduce -6.7% | 2,389 | $606K |
| Strategic Financial Services, Inc. | 0.04% | Reduce -2.3% | 2,362 | $599K |
| First Trust Advisors LP | 0.00% | New | 2,356 | $598K |
| Ironwood Financial, llc | 0.12% | Add +44.1% | 2,344 | $595K |
| Morton Brown Family Wealth, LLC | 0.21% | Reduce -0.2% | 2,341 | $594K |
| RFG Advisory, LLC | 0.02% | Add +58.2% | 2,334 | $592K |
| World Equity Group, Inc. | 0.13% | Add +181.8% | 2,322 | $589K |
| One Capital Management, LLC | 0.02% | Add +8.9% | 2,322 | $589K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +9.2% | 2,311 | $586K |
| Tyche Wealth Partners LLC | 0.12% | No change | 2,309 | $586K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 2,302 | $584K |
| Ledyard National Bank | 0.05% | Reduce -7.7% | 2,272 | $577K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $573K |
| WR Wealth Planners, LLC | 0.18% | No change | 2,251 | $571K |
| AdvisorNet Financial, Inc | 0.05% | Add +32.1% | 2,245 | $570K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,236 | $567K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 2,224 | $564K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -1.2% | 2,214 | $562K |
| Ewa, LLC | 0.21% | Add +4.7% | 2,203 | $559K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,202 | $559K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 2,191 | $556K |
| Synergy Asset Management, LLC | 0.04% | Add +100.0% | 2,224 | $554K |
| Milestone Investment Advisors LLC | 0.15% | Reduce -0.9% | 2,182 | $554K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 2,162 | $550K |
| Medallion Wealth Advisors, LLC | 0.27% | — | 2,155 | $549K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.4% | 2,146 | $545K |
| Meeder Advisory Services, Inc. | 0.03% | Add +3.4% | 2,140 | $543K |
| Petix & Botte Co | 0.14% | Reduce -3.4% | 2,136 | $542K |
| Goelzer Investment Management, Inc. | 0.03% | Add +10.8% | 2,114 | $536K |
| MAS Advisors LLC | 0.90% | Reduce -27.3% | 2,112 | $536K |
| Powell Investment Advisors, LLC | 0.25% | No change | 2,109 | $535K |
| Cyrus J. Lawrence, LLC | 0.10% | Reduce -2.2% | 2,109 | $535K |
| Bank of Marin | 0.42% | Reduce -1.3% | 2,107 | $535K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -2.0% | 2,104 | $534K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -53.0% | 2,100 | $533K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,099 | $533K |
| Spirepoint Private Client, LLC | 0.07% | New | 2,098 | $532K |
| WP Advisors, LLC | 0.18% | Add +0.2% | 2,093 | $531K |
| Liberty Square Wealth Partners LLC | 0.19% | — | 1,941 | $529K |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.5% | 2,086 | $529K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -1.6% | 2,083 | $529K |
| Strategic Investment Solutions, Inc. | 0.18% | Reduce -3.0% | 2,148 | $526K |
| F/m Investments LLC | 0.02% | No change | 2,062 | $523K |
| StoneX Group Inc. | 0.03% | Add +3.9% | 2,052 | $521K |
| Legacy Capital Wealth Partners, LLC | 0.13% | No change | 2,047 | $519K |
| Insigneo Advisory Services, LLC | 0.05% | Add +82.5% | 2,039 | $517K |
| Vise Technologies, Inc. | 0.04% | Reduce -5.0% | 2,035 | $516K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -49.2% | 2,031 | $515K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -5.3% | 2,030 | $515K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.1% | 2,028 | $515K |
| Davis R M Inc. | 0.01% | Add +13.5% | 2,022 | $513K |
| SteelPeak Wealth, LLC | 0.02% | Add +0.1% | 2,021 | $513K |
| Vertex Planning Partners, LLC | 0.11% | No change | 2,013 | $511K |
| CPA Asset Management Group, LLC | 0.24% | No change | 2,005 | $509K |
| DDFG, Inc | 0.15% | Reduce -0.7% | 1,991 | $505K |
| Friday Financial | 0.35% | — | 1,987 | $504K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +8.1% | 1,986 | $504K |
| Willner & Heller, LLC | 0.44% | Add +1.3% | 1,971 | $500K |
| NorthRock Partners, LLC | 0.02% | Add +1.0% | 1,967 | $499K |
| Centaurus Financial, Inc. | 0.03% | Add +37.8% | 1,963 | $498K |
| LM Advisors LLC | 0.09% | No change | 1,950 | $495K |
| Exchange Traded Concepts, LLC | 0.01% | Add +500.0% | 1,944 | $493K |
| Integrated Advisors Network LLC | 0.02% | No change | 1,940 | $492K |
| Triton Wealth Management, PLLC | 0.25% | Reduce -1.4% | 1,912 | $491K |
| Net Worth Advisory Group | 0.15% | Add +0.6% | 1,936 | $491K |
| Bishop & Co Investment Management, LLC | 0.19% | Reduce -1.1% | 1,930 | $490K |
| Trilogy Capital Inc. | 0.03% | Add +0.1% | 1,919 | $487K |
| HUB Investment Partners, LLC | 0.02% | Add +2.7% | 1,914 | $486K |
| Wealthspan Partners, LLC | 0.23% | Reduce -6.1% | 1,906 | $484K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 1,904 | $483K |
| Dearborn Partners LLC | 0.02% | Reduce -1.6% | 1,894 | $481K |
| Transce3nd, LLC | 0.16% | — | 1,893 | $480K |
| Sierra Capital LLC | 0.06% | Add +6.3% | 1,893 | $480K |
| GEN Financial Management, INC. | 0.31% | — | 1,890 | $480K |
| Moller Wealth Partners | 0.13% | New | 1,880 | $477K |
| Courier Capital LLC | 0.03% | Reduce -26.0% | 1,878 | $477K |
| Anchor Investment Management, LLC | 0.04% | Reduce -7.5% | 1,876 | $476K |
| Richardson Financial Services Inc. | 0.33% | Add +2.6% | 1,846 | $471K |
| Sovereign Financial Group, Inc. | 0.11% | Add +1.1% | 1,852 | $470K |
| ICONIQ Capital, LLC | 0.01% | Add +0.2% | 1,840 | $467K |
| Wealthstream Advisors, Inc. | 0.09% | No change | 1,836 | $466K |
| Aspiriant, LLC | 0.02% | No change | 1,828 | $464K |
| Archford Capital Strategies, LLC | 0.07% | No change | 1,804 | $458K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $452K |
| Kennicott Capital Management LLC | 0.23% | No change | 1,739 | $441K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -1.1% | 1,737 | $441K |
| Keystone Financial Services, LLC | 0.40% | — | 1,731 | $439K |
| Continuum Advisory, LLC | 0.06% | Add +11.3% | 1,715 | $435K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +16.2% | 1,711 | $434K |
| Strategic Blueprint, LLC | 0.03% | Add +0.1% | 1,702 | $432K |
| Blalock Williams, LLC | 0.50% | — | 1,699 | $431K |
| Institute for Wealth Management, LLC. | 0.05% | Add +0.1% | 1,681 | $427K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,678 | $426K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.1% | 1,656 | $420K |
| Von Berge Wealth Management Group, LLC | 0.25% | Add +0.1% | 1,532 | $418K |
| Apollon Financial, LLC | 0.10% | New | 1,615 | $410K |
| HSBC Holdings PLC | 0.00% | No change | 1,610 | $409K |
| Obsidian Personal Planning Solutions LLC | 0.19% | No change | 1,494 | $404K |
| Pacific Sun Financial Corp | 0.22% | No change | 1,590 | $403K |
| North Star Asset Management Inc. | 0.02% | Add +17.0% | 1,584 | $402K |
| Beacon Financial Group | 0.04% | No change | 1,572 | $399K |
| Horizon Investments, LLC | 0.01% | Reduce -12.2% | 1,565 | $397K |
| Allred Capital Management, LLC | 0.15% | Add +0.3% | 1,544 | $392K |
| Richmond Investment Services, LLC | 0.22% | — | 1,531 | $389K |
| Jackson, Grant Investment Advisers, Inc. | 0.15% | Add +0.2% | 1,529 | $388K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -1.0% | 1,521 | $386K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Add +1.7% | 1,519 | $385K |
| Fort Sheridan Advisors LLC | 0.06% | Add +12.7% | 1,514 | $384K |
| Intelligence Driven Advisers, LLC | 0.07% | Add +0.2% | 1,504 | $382K |
| Creekside Partners | 0.20% | Add +0.2% | 1,502 | $381K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 1,501 | $381K |
| High Net Worth Advisory Group LLC | 0.11% | Add +66.7% | 1,500 | $381K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,500 | $381K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.1% | 1,498 | $380K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.5% | 1,493 | $379K |
| Savvy Advisors, Inc. | 0.05% | New | 1,478 | $375K |
| Amara Financial, Llc. | 0.35% | Add +0.1% | 1,477 | $375K |
| Madison Park Capital Advisors, LLC | 0.30% | Add +73.5% | 1,471 | $373K |
| Noble Wealth Management PBC | 0.26% | — | 1,458 | $370K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 1,452 | $368K |
| Townsend Asset Management Corp. /NC/ | 0.13% | Add +0.1% | 1,449 | $368K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +3.9% | 1,430 | $363K |
| D. E. Shaw & Co. | 0.00% | Reduce -29.6% | 1,424 | $361K |
| Sterling Capital Management LLC | 0.01% | Add +16.6% | 1,422 | $361K |
| SGL Investment Advisors, Inc. | 0.18% | Add +2.1% | 1,314 | $360K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -9.0% | 1,413 | $359K |
| BLB&B Advisors, LLC | 0.02% | No change | 1,387 | $352K |
| Klingman & Associates, LLC | 0.02% | Reduce -19.9% | 1,380 | $350K |
| Copia Wealth Management | 0.33% | — | 1,379 | $350K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -4.6% | 1,377 | $350K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 1,376 | $349K |
| Whittier Trust Co. | 0.00% | Add +9.8% | 1,366 | $347K |
| Elevatus Welath Management | 0.12% | Reduce -3.5% | 1,365 | $346K |
| Compound Planning, Inc. | 0.02% | New | 1,363 | $346K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.4% | 1,363 | $346K |
| Wells Financial Advisors INC | 0.47% | No change | 1,356 | $344K |
| Florida Financial Advisors, LLC | 0.15% | Reduce -7.6% | 1,348 | $342K |
| Legacy Wealth Asset Management, LLC | 0.09% | New | 1,334 | $339K |
| Horizon Bancorp Inc. | 0.16% | Add +4.2% | 1,330 | $337K |
| Essex Financial Services, Inc. | 0.02% | No change | 1,328 | $337K |
| Old North State Wealth Management, LLC | 0.19% | Add +5.5% | 1,324 | $337K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | New | 1,326 | $336K |
| Howland Capital Management LLC | 0.01% | No change | 1,325 | $336K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.2% | 1,325 | $336K |
| New Insight Wealth Advisors | 0.17% | Add +7.0% | 1,322 | $335K |
| Mainsail Asset Management, LLC | 0.23% | Add +49.3% | 1,311 | $333K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -12.9% | 1,298 | $333K |
| Snider Financial Group | 0.10% | New | 1,308 | $332K |
| First PREMIER Bank | 0.08% | Add +41.3% | 1,301 | $330K |
| WMG Financial Advisors, LLC | 0.14% | Add +2.5% | 1,291 | $328K |
| Mission Wealth Management, LP | 0.01% | Reduce -53.0% | 1,289 | $327K |
| Haverford Trust Co | 0.00% | No change | 1,286 | $326K |
| Millennium Management | 0.00% | New | 1,282 | $325K |
| Duncan Williams Asset Management, LLC | 0.13% | New | 1,280 | $325K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $323K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +35.3% | 1,264 | $321K |
| Keyvantage Wealth, LLC | 0.23% | — | 1,258 | $319K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 1,255 | $318K |
| Silver Coast Investments LLC | 0.12% | Add +2.1% | 1,254 | $318K |
| Gotham Asset Management | 0.00% | New | 1,244 | $316K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $314K |
| Meriwether Wealth & Planning, LLC | 0.22% | — | 1,231 | $312K |
| RFG Holdings, Inc. | 0.10% | Reduce -8.1% | 1,218 | $309K |
| New Hampshire Trust | 0.06% | No change | 1,212 | $308K |
| Chapin Davis, Inc. | 0.10% | No change | 1,251 | $305K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 1,200 | $305K |
| Franklin Resources Inc. | 0.00% | Reduce -3.3% | 1,197 | $304K |
| Strategic Wealth Investment Group, LLC | 0.02% | Add +0.8% | 1,195 | $303K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 1,190 | $302K |
| Caldwell Trust Co | 0.03% | Add +12.1% | 1,188 | $301K |
| CM Wealth Advisors LLC | 0.10% | No change | 1,177 | $299K |
| Evanson Asset Management, LLC | 0.02% | Add +0.1% | 1,172 | $297K |
| Stratos Investment Management, LLC | 0.02% | No change | 1,157 | $294K |
| Scott Capital Advisors, LLC | 0.08% | No change | 1,144 | $293K |
| Qube Research & Technologies Ltd | 0.00% | Add +644.5% | 1,154 | $293K |
| Vectors Research Management, LLC | 0.10% | Reduce -18.1% | 1,151 | $292K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,137 | $289K |
| Ibex Wealth Advisors | 0.03% | New | 1,137 | $288K |
| M&T Bank Corp | 0.00% | No change | 1,135 | $288K |
| Delta Financial Group, Inc. | 0.07% | New | 1,135 | $288K |
| Taylor & Morgan Wealth Management, LLC | 0.20% | New | 1,135 | $288K |
| Fiduciary Trust Co | 0.00% | No change | 1,131 | $287K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -3.7% | 1,130 | $287K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -0.8% | 1,050 | $287K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.3% | 1,126 | $286K |
| Cooper Financial Group | 0.03% | Add +4.1% | 1,122 | $285K |
| Riggs Capital Management LLC | 0.28% | — | 1,121 | $284K |
| American Trust | 0.02% | New | 1,120 | $284K |
| Argent Advisors, Inc. | 0.11% | No change | 1,120 | $284K |
| Headland Capital, LLC | 0.10% | — | 1,119 | $284K |
| Gallacher Capital Management LLC | 0.14% | No change | 1,111 | $282K |
| Blackston Financial Advisory Group, LLC | 0.14% | Reduce -1.3% | 1,109 | $281K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 1,105 | $280K |
| Keystone Financial Group | 0.03% | Reduce -6.1% | 1,098 | $279K |
| Freestone Capital Holdings, LLC | 0.01% | Add +20.5% | 1,093 | $277K |
| Signal Advisors Wealth, LLC | 0.03% | Add +7.4% | 1,086 | $276K |
| Zhang Financial LLC | 0.02% | Reduce -26.2% | 1,083 | $275K |
| Lodestone Wealth Management LLC | 0.14% | Add +0.8% | 1,080 | $274K |
| MBL Wealth, LLC | 0.03% | No change | 1,075 | $273K |
| Private Trust Co. NA | 0.03% | Add +22.6% | 1,063 | $270K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,054 | $267K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -6.6% | 1,042 | $264K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,040 | $264K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +7.8% | 1,040 | $263K |
| Advisors Capital Management, LLC | 0.00% | New | 1,035 | $263K |
| Cathy Pareto & Associates, Inc. | 0.24% | — | 1,027 | $261K |
| Yeomans Consulting Group, Inc. | 0.10% | Reduce -3.0% | 1,023 | $260K |
| GWN Securities Inc. | 0.07% | — | 1,002 | $256K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 1,010 | $256K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,007 | $255K |
| City State Bank | 0.09% | Reduce -4.8% | 1,002 | $254K |
| O'Dell Group, LLC | 0.06% | No change | 1,000 | $254K |
| S.A. Mason LLC | 0.13% | No change | 1,000 | $254K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 997 | $253K |
| Tectonic Advisors LLC | 0.02% | New | 993 | $252K |
| LWM Advisors Inc. | 0.25% | — | 985 | $250K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 985 | $250K |
| Cahaba Wealth Management, Inc. | 0.02% | No change | 984 | $250K |
| Accredited Investors Inc. | 0.01% | Reduce -0.6% | 982 | $249K |
| Martel Wealth Advisors LLC | 0.05% | Reduce -0.2% | 975 | $247K |
| Smith Asset Management Co., LLC | 0.24% | — | 974 | $247K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +61.1% | 968 | $246K |
| Samalin Investment Counsel, LLC | 0.10% | Add +1.6% | 961 | $244K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 955 | $242K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | Add +0.2% | 947 | $240K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +13.5% | 941 | $239K |
| Pinnacle Associates Ltd. | 0.00% | New | 941 | $239K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $238K |
| Portside Wealth Group, LLC | 0.04% | New | 930 | $236K |
| BankPlus Trust Department | 0.08% | — | 928 | $235K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 928 | $235K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 921 | $234K |
| Redmond Asset Management, LLC | 0.06% | Reduce -25.2% | 919 | $233K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $233K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $233K |
| Country Club Bank | 0.02% | No change | 900 | $230K |
| William Mack & Associates, Inc. | 0.24% | — | 901 | $229K |
| Element Wealth, LLC | 0.12% | No change | 901 | $229K |
| Camelot Technology Advisors, Inc. | 0.21% | No change | 900 | $228K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $228K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 895 | $227K |
| AMG National Trust Bank | 0.01% | No change | 888 | $225K |
| Key Financial Inc | 0.05% | No change | 886 | $225K |
| Investment Advisory Group, LLC | 0.08% | No change | 885 | $225K |
| Colony Family Offices, LLC | 0.07% | New | 868 | $220K |
| Dopkins Wealth Management, LLC | 0.11% | New | 863 | $219K |
| Nicolet Bankshares Inc. | 0.04% | Reduce -8.9% | 863 | $219K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.0% | 858 | $218K |
| Garrison Point Advisors, LLC | 0.10% | Reduce -0.6% | 855 | $217K |
| FineMark National Bank & Trust | 0.01% | New | 852 | $216K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -2.7% | 851 | $216K |
| Lee, Kelleher & Klein Wealth Management | 0.15% | — | 850 | $216K |
| SkyOak Wealth, LLC | 0.05% | Reduce -0.6% | 849 | $215K |
| Aurora Private Wealth, Inc. | 0.16% | Add +0.1% | 848 | $215K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 847 | $215K |
| Welch Group, LLC | 0.01% | No change | 842 | $215K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 845 | $214K |
| CRA Financial Services, LLC | 0.04% | No change | 843 | $214K |
| Westbourne Investment Advisors, Inc. | 0.07% | No change | 841 | $213K |
| Syntax Research, Inc. | 0.15% | No change | 837 | $212K |
| Brio Consultants, LLC | 0.03% | No change | 828 | $210K |
| PCA Investment Advisory Services Inc. | 0.10% | New | 819 | $208K |
| Manske Wealth Management | 0.08% | — | 817 | $207K |
| Financial Perspectives, Inc | 0.07% | No change | 812 | $206K |
| Principle Wealth Partners LLC | 0.01% | New | 804 | $204K |
| Armor Investment Advisors, LLC | 0.08% | No change | 800 | $203K |
| Grove Bank & Trust | 0.03% | No change | 800 | $203K |
| Winthrop Advisory Group LLC | 0.02% | New | 797 | $202K |
| Corundum Group, Inc. | 0.08% | New | 795 | $202K |
| Planned Solutions, Inc. | 0.08% | No change | 793 | $201K |
| CoreCap Advisors, LLC | 0.01% | Add +12.8% | 777 | $197K |
| PrairieView Partners, LLC | 0.02% | No change | 778 | $197K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 775 | $197K |
| Centricity Wealth Management, LLC | 0.18% | — | 759 | $193K |
| Bank of New Hampshire | 0.05% | No change | 745 | $189K |
| 2UniFi Bank | 0.12% | — | 737 | $187K |
| NewSquare Capital LLC | 0.01% | Add +6041.7% | 737 | $187K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -10.4% | 733 | $186K |
| Larson Financial Group LLC | 0.01% | Reduce -33.4% | 686 | $174K |
| Legacy Bridge, LLC | 0.09% | No change | 656 | $166K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 653 | $166K |
| Horizon Financial Services, LLC | 0.09% | No change | 637 | $162K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 615 | $156K |
| LRI Investments, LLC | 0.01% | No change | 615 | $156K |
| Russell Investments Group, Ltd. | 0.00% | Add +27.8% | 607 | $154K |
| GoalVest Advisory LLC | 0.04% | Reduce -0.7% | 606 | $154K |
| Raffa Wealth Management, LLC | 0.04% | Add +9.6% | 605 | $153K |
| Matrix Private Capital Group LLC | 0.09% | Add +0.8% | 604 | $153K |
| Cordant, Inc. | 0.08% | No change | 604 | $153K |
| Holos Integrated Wealth LLC | 0.10% | — | 597 | $151K |
| Parallel Advisors, LLC | 0.00% | Add +16.8% | 591 | $150K |
| SouthState Bank Corp | 0.01% | Reduce -0.3% | 587 | $149K |
| FLP Wealth Management, LLC | 0.36% | — | 557 | $141K |
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 554 | $141K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 547 | $139K |
| FWL Investment Management, LLC | 0.05% | No change | 528 | $134K |
| Synergy Investment Management, LLC | 0.06% | — | 514 | $130K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -3.8% | 510 | $129K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $129K |
| Orion Capital Management LLC | 0.06% | New | 506 | $128K |
| Montag A & Associates Inc. | 0.01% | No change | 496 | $126K |
| Vermillion Wealth Management, Inc. | 0.06% | — | 490 | $124K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 484 | $123K |
| FSA Wealth Management LLC | 0.05% | Reduce -2.8% | 483 | $123K |
| Quest 10 Wealth Builders, Inc. | 0.12% | — | 482 | $122K |
| Olistico Wealth, LLC | 0.07% | No change | 475 | $121K |
| Stonebridge Financial Group, LLC | 0.01% | — | 470 | $119K |
| Crewe Advisors LLC | 0.02% | No change | 452 | $115K |
| Bangor Savings Bank | 0.01% | No change | 440 | $112K |
| Rialto Wealth Management, LLC | 0.04% | — | 430 | $109K |
| United Community Bank | 0.04% | New | 423 | $107K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 399 | $102K |
| PSI Advisors, LLC | 0.03% | No change | 400 | $102K |
| MV Capital Management, Inc. | 0.01% | No change | 391 | $99K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 386 | $98K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 384 | $97K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $94K |
| Sandy Spring Bank | 0.00% | No change | 360 | $91K |
| HM Payson & Co. | 0.00% | Add +859.5% | 355 | $90K |
| Marshall Investment Management, LLC | 0.05% | — | 368 | $90K |
| Aptus Capital Advisors, LLC | 0.00% | Add +15.2% | 342 | $87K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $84K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $84K |
| Evermay Wealth Management LLC | 0.01% | Reduce -59.3% | 326 | $83K |
| Independence Bank of Kentucky | 0.01% | Reduce -21.6% | 320 | $81K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -3.5% | 300 | $77K |
| Flagship Wealth Advisors, LLC | 0.04% | — | 295 | $75K |
| Creekmur Asset Management LLC | 0.02% | No change | 295 | $75K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 293 | $74K |
| Logan Capital Management Inc. | 0.00% | No change | 293 | $74K |
| St Germain D J Co. Inc. | 0.00% | No change | 284 | $72K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 278 | $71K |
| Financial Gravity Companies, Inc. | 0.02% | No change | 277 | $70K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -3.2% | 272 | $69K |
| Castleview Partners, LLC | 0.04% | No change | 269 | $69K |
| Clean Yield Group | 0.02% | No change | 254 | $64K |
| Balentine LLC | 0.00% | No change | 253 | $64K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +91.6% | 251 | $64K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $63K |
| Alexis Investment Partners, LLC | 0.03% | — | 239 | $61K |
| Venturi Wealth Management, LLC | 0.00% | No change | 231 | $59K |
| Nordwand Advisors, LLC | 0.02% | No change | 230 | $58K |
| Archer Investment Corp | 0.02% | No change | 229 | $58K |
| Angeles Wealth Management, LLC | 0.00% | No change | 225 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $57K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $56K |
| Parkside Financial Bank & Trust | 0.01% | No change | 213 | $54K |
| SBI Securities Co., Ltd. | 0.00% | — | 213 | $54K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $53K |
| Comprehensive Financial Planning, Inc. | 0.04% | — | 200 | $51K |
| Optimum Investment Advisors | 0.02% | No change | 190 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -8.0% | 185 | $47K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $47K |
| Eukles Asset Management | 0.02% | No change | 181 | $46K |
| Windsor Advisory Group, LLC | 0.05% | New | 180 | $46K |
| C M Bidwell & Associates Ltd. | 0.03% | Add +63.2% | 173 | $44K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -32.5% | 168 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +5433.3% | 166 | $42K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 165 | $42K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $42K |
| Winch Advisory Services, LLC | 0.01% | Add +15.1% | 160 | $41K |
| Fairman Group, LLC | 0.03% | No change | 158 | $40K |
| Caitlin John, LLC | 0.03% | No change | 156 | $40K |
| Decker Retirement Planning Inc. | 0.02% | — | 154 | $39K |
| Eastern Bank | 0.00% | No change | 151 | $38K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $38K |
| Concord Wealth Partners | 0.01% | Reduce -68.3% | 149 | $38K |
| Financial Life Planners | 0.03% | — | 143 | $36K |
| Topsail Wealth Management, LLC | 0.01% | — | 138 | $35K |
| Abound Wealth Management | 0.01% | No change | 136 | $35K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $33K |
| Heritage Wealth Advisors | 0.00% | Reduce -60.8% | 129 | $33K |
| EPG Wealth Management LLC | 0.01% | No change | 127 | $32K |
| Golden State Wealth Management, LLC | 0.00% | — | 123 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $30K |
| Roxbury Financial LLC | 0.03% | — | 110 | $30K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 105 | $27K |
| Lee Danner & Bass Inc. | 0.00% | New | 105 | $27K |
| GAMMA Investing LLC | 0.00% | Reduce -41.6% | 104 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 103 | $26K |
| WPG Advisers, LLC | 0.02% | — | 102 | $26K |
| Pinney & Scofield, Inc. | 0.02% | — | 101 | $26K |
| Kentucky Trust Co | 0.01% | — | 100 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $25K |
| Johnson Financial Group, Inc. | 0.00% | No change | 93 | $25K |
| Global Financial Private Client, LLC | 0.01% | No change | 98 | $25K |
| Wintrust Investments LLC | 0.02% | Reduce -5.2% | 91 | $23K |
| Field & Main Bank | 0.01% | No change | 90 | $23K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 82 | $21K |
| Blue Trust, Inc. | 0.00% | Reduce -68.2% | 82 | $21K |
| Transcendent Capital Group LLC | 0.01% | Add +128.6% | 80 | $20K |
| Pineridge Advisors LLC | 0.01% | Add +15.9% | 80 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 77 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -69.6% | 75 | $19K |
| Accredited Wealth Management, LLC | 0.02% | — | 72 | $18K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 71 | $18K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 66 | $17K |
| Avalon Trust Co | 0.00% | New | 64 | $16K |
| Painted Porch Advisors LLC | 0.01% | New | 60 | $15K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -79.2% | 58 | $15K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 57 | $15K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 57 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +30.2% | 56 | $14K |
| Bogart Wealth, LLC | 0.00% | Add +22.2% | 55 | $14K |
| Pacific Center for Financial Services | 0.00% | Add +14.6% | 55 | $14K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -61.6% | 53 | $13K |
| Davis Capital Management | 0.01% | Reduce -30.4% | 48 | $12K |
| Howe & Rusling Inc. | 0.00% | New | 47 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 47 | $12K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -71.7% | 43 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -71.7% | 43 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 44 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 40 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 37 | $9K |
| Mendota Financial Group, LLC | 0.01% | New | 34 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $8K |
| Aventura Private Wealth, LLC | 0.00% | — | 30 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 28 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $6K |
| POM Investment Strategies, LLC | 0.00% | New | 22 | $6K |
| EnRich Financial Partners LLC | 0.00% | No change | 21 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 19 | $5K |
| New Wave Wealth Advisors LLC | 0.00% | New | 17 | $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 | $4K |
| First Financial Corp. | 0.00% | No change | 13 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 10 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 10 | $3K |
| Mascoma Wealth Management LLC | 0.00% | New | 7 | $2K |
| Capital & Planning, LLC | 0.00% | — | 6 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $2K |
| Hopwood Financial Services, Inc. | 0.00% | — | 5 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 5 | $1K |
| Gould Capital, LLC | 0.00% | No change | 4 | $1K |
| Bernard Wealth Management Corp. | 0.00% | — | 4 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 2 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| Keener Financial Planning LLC | 0.00% | New | 3 | $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.