Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q1 2025 (March 31)979holders
70new positions
68sold out
6famous investors
$244.59avg. 13F price*
At the end of Q1 2025, 979 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, unchanged from Q4 2024. 70 opened new positions and 68 sold out. The largest holders were Royal Bank of Canada ($741.6M), Morgan Stanley ($678.3M) and Assetmark, Inc. ($582.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $117.4M |
| Exits | 68 | $134.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,149,363 shares bought and 2,131,482 shares sold, net +17,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 979 holders
| Royal Bank of Canada | 0.17% | Add +5.5% | 3,031,495 | $741.6M |
| Morgan Stanley | 0.05% | Add +2.1% | 2,772,686 | $678.3M |
| Assetmark, Inc. | 1.60% | Add +4.1% | 2,382,483 | $582.9M |
| Bank of America Corp. | 0.04% | Add +15.0% | 2,027,621 | $496.0M |
| Wells Fargo & Company | 0.08% | Add +3.7% | 1,425,957 | $348.8M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -1.4% | 1,133,258 | $277.2M |
| UBS Group AG | 0.06% | Reduce -3.1% | 1,120,979 | $274.2M |
| EP Wealth Advisors, LLC | 2.08% | Add +13.4% | 1,061,830 | $259.8M |
| Truepoint, Inc. | 6.79% | Add +1.8% | 1,022,956 | $250.3M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -2.6% | 831,637 | $203.5M |
| Tiaa Trust, National Association | 0.57% | Add +6.0% | 751,425 | $183.8M |
| Jones Financial Companies LLLP | 0.16% | Add +3.5% | 723,604 | $176.6M |
| LPL Financial LLC | 0.06% | Reduce -1.2% | 674,157 | $164.9M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +12.3% | 639,531 | $156.5M |
| Moneta Group Investment Advisors LLC | 1.68% | Add +7.3% | 497,435 | $121.7M |
| Stifel Financial Corp. | 0.12% | Add +0.4% | 458,410 | $112.1M |
| Rockefeller Capital Management L.P. | 0.26% | Reduce -8.0% | 427,895 | $104.7M |
| Commonwealth Equity Services, LLC | 0.14% | Add +0.8% | 414,453 | $101.4M |
| Raymond James Financial Inc. | 0.03% | Add +20.9% | 371,700 | $90.9M |
| Avior Wealth Management, LLC | 3.34% | Add +0.3% | 359,851 | $88.0M |
| Stephens Group Asset Management, LLC | 6.86% | Reduce -22.8% | 347,816 | $85.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.2% | 320,663 | $78.5M |
| Truist Financial Corp. | 0.11% | Reduce -2.6% | 276,344 | $67.6M |
| Waverly Advisors, LLC | 0.79% | Reduce -2.8% | 266,358 | $65.2M |
| FMR LLC | 0.00% | Add +3.2% | 252,170 | $61.7M |
| Cetera Investment Advisers | 0.11% | Add +17.4% | 222,858 | $54.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 209,728 | $51.3M |
| Orgel Wealth Management, LLC | 1.32% | Reduce -3.1% | 207,994 | $50.9M |
| Cerity Partners LLC | 0.10% | Add +0.6% | 194,130 | $47.5M |
| Equitable Holdings, Inc. | 0.43% | Add +16.9% | 186,963 | $45.7M |
| McAdam, LLC | 2.74% | Reduce -1.9% | 181,127 | $44.3M |
| Private Advisor Group, LLC | 0.26% | Add +1.2% | 173,294 | $42.4M |
| Wellington Management Group LLP | 0.01% | New | 165,785 | $40.6M |
| Trust Co | 4.62% | Reduce -0.5% | 158,964 | $38.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.2% | 157,364 | $38.5M |
| MML Investors Services, LLC | 0.13% | Reduce -1.3% | 155,003 | $37.9M |
| Mariner, LLC | 0.06% | Add +15.5% | 154,958 | $37.9M |
| 1832 Asset Management L.P. | 0.07% | Add +4.9% | 152,698 | $37.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +2.4% | 141,128 | $34.5M |
| Creative Planning | 0.03% | Reduce -2.8% | 138,513 | $33.9M |
| Kwmg, LLC | 3.28% | Add +1.3% | 131,694 | $32.2M |
| Adventist Health System/ West | 5.06% | No change | 131,150 | $32.1M |
| NewEdge Advisors, LLC | 0.18% | Reduce -6.5% | 124,678 | $30.5M |
| Wilmington Savings Fund Society, FSB | 0.54% | Add +7.9% | 117,276 | $28.7M |
| Wealthspire Advisors, LLC | 0.17% | Add +95.2% | 115,948 | $28.4M |
| Osaic Holdings, Inc. | 0.06% | Reduce -59.2% | 115,696 | $28.3M |
| HighTower Advisors, LLC | 0.04% | Add +26.6% | 112,614 | $27.5M |
| WoodTrust Financial Corp | 3.85% | Add +1.5% | 112,333 | $27.5M |
| Cassaday & Co Wealth Management LLC | 0.76% | Add +0.7% | 110,086 | $26.9M |
| Roberts Financial Services LLC | 5.09% | Reduce -2.9% | 107,045 | $26.2M |
| Bragg Financial Advisors, Inc | 1.04% | Add +1.7% | 103,003 | $25.2M |
| Benjamin Edwards Inc. | 0.35% | Add +14.1% | 101,195 | $24.8M |
| US Bancorp \de | 0.03% | Add +16.5% | 99,122 | $24.3M |
| Praetorian Wealth Management, Inc. | 5.82% | Reduce -0.6% | 97,533 | $23.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +0.7% | 96,380 | $23.6M |
| Bryn Mawr Trust Advisors, LLC | 1.39% | Add +5.0% | 94,827 | $23.2M |
| Rodgers & Associates, LTD | 2.72% | Add +0.8% | 91,347 | $22.3M |
| BHK Investment Advisors, LLC | 9.23% | Reduce -11.6% | 89,220 | $21.8M |
| Aire Advisors, LLC | 4.49% | Reduce -0.1% | 87,191 | $21.3M |
| Presilium Private Wealth, LLC | 4.72% | Add +24.7% | 86,143 | $21.1M |
| Natixis Advisors, LLC | 0.04% | Add +3.8% | 82,699 | $20.2M |
| Baird Financial Group, Inc. | 0.04% | Add +8.0% | 82,042 | $20.1M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +1.2% | 80,886 | $19.8M |
| Dakota Wealth Management | 0.46% | Add +3.5% | 79,805 | $19.5M |
| Betterment LLC | 0.05% | Add +3.9% | 79,768 | $19.5M |
| Condor Capital Management | 1.81% | Reduce -6.7% | 79,578 | $19.5M |
| Clayton Financial Group LLC | 7.13% | Add +2.2% | 79,528 | $19.5M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -12.6% | 75,582 | $18.5M |
| MAI Capital Management | 0.13% | Add +3.7% | 72,666 | $17.8M |
| Fifth Third Bancorp | 0.07% | Reduce -2.8% | 71,658 | $17.5M |
| Glenview Trust Co | 0.33% | Add +9.1% | 69,103 | $16.9M |
| Black Diamond Financial, LLC | 2.45% | Add +1.7% | 66,589 | $16.3M |
| Total Wealth Planning, LLC | 2.39% | Reduce -0.2% | 63,860 | $15.6M |
| Synovus Financial Corp. | 0.19% | Reduce -0.7% | 59,468 | $14.5M |
| Aprio Wealth Management, LLC | 1.67% | Add +23.2% | 54,327 | $13.3M |
| Eagle Strategies LLC | 2.31% | Add +94.9% | 54,251 | $13.3M |
| Marion Wealth Management | 3.51% | Reduce -3.4% | 53,664 | $13.1M |
| Opes Wealth Management LLC | 2.52% | Add +14.3% | 51,095 | $12.5M |
| First Horizon Advisors, Inc. | 0.35% | Reduce -5.3% | 50,976 | $12.5M |
| Davis Investment Partners, LLC | 5.39% | Reduce -5.1% | 51,737 | $12.2M |
| Ascent Group, LLC | 0.50% | Add +1.8% | 47,897 | $11.7M |
| Captrust Financial Advisors | 0.03% | Reduce -4.8% | 47,851 | $11.7M |
| LMCG Investments, LLC | 0.78% | Reduce -2.9% | 47,754 | $11.7M |
| Independent Financial Group, LLC | 0.40% | Add +7.8% | 47,633 | $11.7M |
| Commerce Bank | 0.07% | Reduce -0.8% | 47,531 | $11.6M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.3% | 47,091 | $11.5M |
| Strategic Investment Advisors / MI | 1.22% | Add +10.1% | 46,938 | $11.5M |
| Compton Wealth Advisory Group, LLC | 3.15% | Reduce -1.4% | 46,396 | $11.4M |
| &partners | 0.12% | Add +21.8% | 46,347 | $11.3M |
| GHP Investment Advisors, Inc. | 0.53% | Add +0.0% | 45,106 | $11.0M |
| Arvest Investments, Inc. | 1.73% | Reduce -4.8% | 44,921 | $11.0M |
| Allworth Financial LP | 0.06% | Reduce -1.3% | 44,604 | $10.9M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +2.7% | 44,453 | $10.9M |
| Penserra Capital Management LLC | 0.19% | New | 44,049 | $10.8M |
| Highland Capital Management, LLC | 0.64% | Reduce -1.0% | 43,829 | $10.7M |
| Blair William & Co. | 0.03% | Add +0.3% | 43,422 | $10.6M |
| Payne Capital Management, LLC | 4.42% | Add +2.6% | 42,416 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.7% | 41,807 | $10.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +7.3% | 41,652 | $10.1M |
| Advisory Alpha, LLC | 0.34% | Reduce -7.7% | 41,439 | $10.1M |
| Wolff Financial Management LLC | 2.76% | Reduce -0.6% | 40,776 | $10.0M |
| Comerica Bank | 0.04% | Reduce -2.3% | 40,707 | $10.0M |
| D.A. Davidson & Co. | 0.08% | Reduce -2.9% | 40,535 | $9.9M |
| Q3 Asset Management | 6.76% | New | 40,418 | $9.9M |
| Cwm, LLC | 0.04% | Add +19.0% | 39,864 | $9.8M |
| Connecticut Wealth Management, LLC | 0.51% | Reduce -94.9% | 39,452 | $9.7M |
| Operose Advisors LLC | 3.19% | Add +1.4% | 39,309 | $9.6M |
| Alexander Labrunerie & Co., Inc. | 4.09% | Add +3.7% | 38,147 | $9.3M |
| Addison Advisors LLC | 2.46% | Add +2.2% | 36,835 | $9.0M |
| NorthStar Asset Management LLC | 5.50% | Add +5.7% | 35,940 | $8.8M |
| Sage Financial Group Inc. | 0.68% | Add +0.6% | 34,532 | $8.4M |
| MassMutual Private Wealth & Trust, FSB | 0.24% | Reduce -4.2% | 34,404 | $8.4M |
| Park Avenue Securities LLC | 0.10% | Add +10.4% | 34,246 | $8.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.8% | 33,124 | $8.1M |
| Financial Counselors Inc. | 0.12% | Add +8.1% | 32,752 | $8.0M |
| NewEdge Wealth, LLC | 0.14% | Reduce -3.4% | 32,550 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Add +1503.5% | 32,519 | $8.0M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -1.0% | 32,220 | $7.9M |
| Prosperity Planning, Inc. | 3.48% | Add +0.7% | 31,551 | $7.7M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -2.3% | 31,174 | $7.6M |
| Tidal Investments LLC | 0.06% | Add +12.6% | 31,158 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.6% | 30,823 | $7.5M |
| Focus Partners Wealth | 0.02% | Reduce -0.8% | 30,665 | $7.5M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 30,600 | $7.5M |
| Regimen Wealth, LLC | 2.38% | Add +0.9% | 30,246 | $7.4M |
| RTD Financial Advisors, Inc. | 0.98% | Add +28.8% | 29,837 | $7.3M |
| Avantax Planning Partners, Inc. | 0.26% | Add +21.7% | 29,771 | $7.3M |
| Transamerica Financial Advisors, LLC | 0.74% | Add +2.8% | 29,568 | $7.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | Add +16.8% | 29,205 | $7.1M |
| 360 Financial, Inc. | 2.57% | Add +2.9% | 29,033 | $7.1M |
| Pittenger & Anderson Inc. | 0.26% | No change | 28,980 | $7.1M |
| MorganRosel Wealth Management, LLC | 2.15% | New | 28,929 | $7.1M |
| SOA Wealth Advisors, LLC. | 1.47% | Add +0.2% | 28,710 | $7.0M |
| Bank of Montreal | 0.00% | Add +2.6% | 28,514 | $7.0M |
| Integrity Alliance, Llc. | 0.27% | New | 28,166 | $6.9M |
| Provident Wealth Management, LLC | 2.37% | Add +2.4% | 28,063 | $6.9M |
| Hapanowicz & Associates Financial Services, Inc | 3.81% | Add +2.8% | 27,983 | $6.8M |
| JMG Financial Group, Ltd. | 0.22% | Reduce -0.5% | 27,076 | $6.6M |
| CX Institutional | 0.25% | Add +8.8% | 26,654 | $6.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +25.4% | 26,637 | $6.5M |
| Regal Investment Advisors LLC | 0.53% | Add +1.6% | 26,613 | $6.5M |
| Bokf, NA | 0.11% | Add +4.3% | 26,523 | $6.5M |
| Fusion Capital, LLC | 2.43% | Add +12.9% | 26,089 | $6.4M |
| Aufman Associates Inc | 4.32% | Reduce -2.2% | 25,706 | $6.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.20% | Add +5.2% | 25,443 | $6.2M |
| Ally Invest Advisors Inc. | 0.53% | Add +8.6% | 25,396 | $6.2M |
| HRC Wealth Management, LLC | 3.85% | Add +5.5% | 25,372 | $6.2M |
| Cranbrook Wealth Management, LLC | 1.44% | Reduce -2.9% | 25,363 | $6.2M |
| Inspire Trust Co, N.A. | 1.45% | Add +7.7% | 25,000 | $6.1M |
| Capital Investment Counsel, LLC | 1.01% | New | 24,998 | $6.1M |
| SWAN Capital LLC | 2.81% | Add +27.4% | 24,862 | $6.1M |
| Old National Bancorp | 0.16% | Reduce -1.6% | 24,572 | $6.0M |
| Stephens Inc. | 0.09% | Add +10.6% | 24,357 | $6.0M |
| Goepper Burkhardt LLC | 2.38% | Reduce -9.6% | 24,283 | $5.9M |
| Leavell Investment Management, Inc. | 0.29% | Add +2.3% | 24,190 | $5.9M |
| Kieckhefer Group LLC | 4.17% | Add +0.4% | 23,571 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -11.5% | 23,134 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +140.7% | 23,086 | $5.6M |
| Marietta Wealth Management, LLC | 0.82% | Add +2.6% | 22,926 | $5.6M |
| HB Wealth Management, LLC | 0.05% | Add +0.7% | 22,598 | $5.5M |
| Meridian Wealth Management, LLC | 0.27% | Add +3.0% | 22,600 | $5.5M |
| Arax Advisory Partners | 0.35% | Reduce -19.0% | 22,427 | $5.5M |
| Trustmark Bank Trust Department | 0.40% | Add +4.6% | 22,119 | $5.4M |
| Zeit Capital LLC | 4.15% | Add +6.4% | 22,026 | $5.4M |
| Texas Yale Capital Corp. | 0.22% | Add +3.4% | 21,989 | $5.4M |
| Associated Banc-Corp | 0.16% | Add +30.4% | 21,964 | $5.4M |
| Bare Financial Services, Inc | 2.04% | Add +9.0% | 21,673 | $5.3M |
| Tenret Co LLC | 3.14% | Add +3.5% | 21,155 | $5.2M |
| HFG Advisors, Inc. | 4.39% | Add +1.2% | 20,998 | $5.1M |
| NFSG Corp | 1.24% | Add +48.2% | 20,954 | $5.1M |
| Asset Management Group, Inc. | 0.95% | Reduce -0.8% | 20,935 | $5.1M |
| Genesis Private Wealth, LLC | 2.72% | Add +5.1% | 20,927 | $5.1M |
| Prosperity Consulting Group, LLC | 0.39% | Reduce -6.4% | 20,660 | $5.1M |
| IVC Wealth Advisors LLC | 2.71% | Add +35.1% | 20,558 | $5.0M |
| Harbor Investment Advisory, LLC | 0.48% | Add +0.9% | 20,375 | $5.0M |
| Everhart Financial Group, Inc. | 0.68% | Add +13.0% | 20,283 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -38.0% | 19,069 | $4.9M |
| Eclectic Associates Inc. | 1.30% | Add +0.7% | 19,793 | $4.8M |
| Mather Group, Llc. | 0.06% | Add +5.1% | 19,736 | $4.8M |
| Brown Advisory Inc. | 0.01% | Reduce -1.9% | 19,713 | $4.8M |
| Mosaic Family Wealth Partners, LLC | 0.68% | Add +3.6% | 19,436 | $4.8M |
| Fifth Third Securities, Inc. | 0.40% | Add +1.6% | 19,327 | $4.7M |
| TFB Advisors LLC | 1.35% | Reduce -4.9% | 19,139 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +5.4% | 18,971 | $4.6M |
| First United Bank & Trust | 1.72% | Add +0.3% | 18,858 | $4.6M |
| Caprock Group, LLC | 0.14% | Reduce -0.5% | 18,642 | $4.6M |
| Planning Directions Inc. | 1.93% | Add +8.1% | 18,496 | $4.5M |
| Citizens Financial Group Inc. | 0.09% | Add +11.8% | 18,397 | $4.5M |
| Mma Asset Management LLC | 1.87% | Add +4.4% | 18,193 | $4.5M |
| Merit Financial Group, LLC | 0.07% | Reduce -43.6% | 18,168 | $4.4M |
| Juncture Wealth Strategies, LLC | 1.73% | Add +1.4% | 18,165 | $4.4M |
| Councilor Wealth, LLC | 2.21% | Add +2.5% | 18,142 | $4.4M |
| SageView Advisory Group, LLC | 0.19% | Reduce -3.7% | 17,946 | $4.4M |
| Perigon Wealth Management, LLC | 0.11% | Add +1.4% | 17,919 | $4.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 17,729 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.0% | 19,915 | $4.3M |
| CENTRAL TRUST Co | 0.10% | Reduce -1.9% | 17,248 | $4.2M |
| Flow Traders U.S. LLC | 0.18% | New | 17,135 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -7.6% | 17,076 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +12.4% | 16,943 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Add +5.7% | 16,839 | $4.1M |
| Moneco Advisors, LLC | 0.42% | Reduce -0.7% | 16,755 | $4.1M |
| Titleist Asset Management, LLC | 0.46% | Add +3.0% | 16,238 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +0.6% | 16,211 | $4.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.0% | 15,875 | $3.9M |
| Ifrah Financial Services, Inc. | 1.11% | Reduce -5.8% | 15,863 | $3.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.2% | 15,842 | $3.9M |
| Shira Ridge Wealth Management | 1.92% | Add +3.3% | 15,747 | $3.9M |
| Savant Capital, LLC | 0.03% | Reduce -7.8% | 15,547 | $3.8M |
| Nwam LLC | 0.32% | Reduce -19.0% | 15,340 | $3.8M |
| World Investment Advisors | 0.10% | Reduce -87.3% | 15,146 | $3.7M |
| Willis Johnson & Associates, Inc. | 0.28% | Add +20.6% | 14,986 | $3.7M |
| MidAtlantic Capital Management, Inc. | 2.87% | Add +0.3% | 14,911 | $3.6M |
| Clark Financial Services Group Inc. | 2.49% | Reduce -0.2% | 14,694 | $3.6M |
| Valley Wealth Managers, Inc. | 0.27% | Reduce -1.0% | 14,418 | $3.5M |
| JPL Wealth Management, LLC | 1.00% | Add +0.9% | 14,330 | $3.5M |
| Bouvel Investment Partners, LLC | 1.32% | Add +2.3% | 14,373 | $3.5M |
| Keel Point, LLC | 0.27% | Add +9.8% | 14,097 | $3.4M |
| Manchester Capital Management LLC | 0.42% | Add +11.6% | 13,947 | $3.4M |
| LifePlan Investment Advisors, Inc. | 1.92% | Reduce -3.6% | 13,623 | $3.3M |
| Cohen Klingenstein LLC | 0.12% | Add +0.6% | 13,565 | $3.3M |
| Signet Financial Management, LLC | 0.45% | Reduce -5.9% | 13,560 | $3.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.7% | 13,468 | $3.3M |
| Baring Financial LLC | 2.76% | Add +23.0% | 13,435 | $3.3M |
| Clearstead Advisors, LLC | 0.05% | Reduce -2.8% | 13,416 | $3.3M |
| MSH Capital Advisors LLC | 1.00% | Reduce -0.5% | 13,203 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +27.6% | 13,055 | $3.2M |
| Lionshead Wealth Management, LLC | 3.25% | Reduce -28.9% | 12,798 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +5.6% | 12,751 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.66% | Reduce -1.4% | 12,649 | $3.1M |
| IFP Advisors, Inc | 0.09% | Add +217.1% | 12,513 | $3.1M |
| Peak Retirement Planning, Inc. | 1.69% | Add +15.7% | 12,437 | $3.0M |
| Mutual Advisors, LLC | 0.09% | Reduce -1.5% | 12,081 | $3.0M |
| Ballentine Partners, LLC | 0.05% | Add +0.0% | 12,054 | $2.9M |
| Moody National Bank Trust Division | 0.31% | Reduce -1.0% | 12,035 | $2.9M |
| Csenge Advisory Group | 0.17% | Reduce -0.5% | 12,527 | $2.9M |
| HRT Financial LP | 0.02% | New | 11,951 | $2.9M |
| White Lighthouse Investment Management Inc. | 0.51% | Reduce -5.6% | 11,760 | $2.9M |
| Checchi Capital Advisers, LLC | 0.20% | Reduce -62.5% | 11,756 | $2.9M |
| Atria Investments, Inc | 0.04% | Add +48.1% | 11,705 | $2.9M |
| Crestwood Advisors Group, LLC | 0.05% | Add +17.1% | 11,699 | $2.9M |
| Brighton Jones LLC | 0.09% | Add +0.1% | 11,506 | $2.8M |
| SilverOak Wealth Management LLC | 0.60% | Reduce -1.1% | 11,417 | $2.8M |
| WealthShield Partners, LLC | 0.36% | Add +4.3% | 11,414 | $2.8M |
| Tritonpoint Wealth, LLC | 0.26% | Reduce -1.1% | 11,358 | $2.8M |
| Chicago Partners Investment Group LLC | 0.09% | Add +5.3% | 10,846 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.09% | New | 11,241 | $2.8M |
| Tsfg, LLC | 0.56% | Reduce -1.3% | 11,206 | $2.7M |
| Founders Grove Wealth Partners, LLC | 0.76% | Add +7.8% | 11,115 | $2.7M |
| Patriot Investment Management Group, Inc. | 0.20% | No change | 10,972 | $2.7M |
| SOL Capital Management CO | 0.29% | Reduce -0.4% | 10,807 | $2.6M |
| Belpointe Asset Management LLC | 0.14% | Add +111.9% | 10,760 | $2.6M |
| Townsquare Capital LLC | 0.03% | Add +66.0% | 10,747 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.20% | Add +1.2% | 10,734 | $2.6M |
| Richard P Slaughter Associates Inc | 0.61% | Reduce -36.5% | 10,711 | $2.6M |
| Wealth Alliance, LLC | 0.31% | Add +1.3% | 10,600 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -0.8% | 10,584 | $2.6M |
| World Equity Group, Inc. | 0.74% | Add +355.3% | 10,572 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -2.6% | 10,571 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.3% | 10,473 | $2.6M |
| J Hagan Capital, Inc. | 2.08% | — | 10,079 | $2.6M |
| Cooksen Wealth, LLC | 2.58% | Add +8.8% | 10,801 | $2.5M |
| Brookstone Capital Management | 0.04% | Add +13.0% | 10,283 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.33% | Add +0.3% | 10,282 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1.0% | 10,242 | $2.5M |
| KPP Advisory Services LLC | 0.48% | Add +1.3% | 10,241 | $2.5M |
| Wedmont Private Capital | 0.13% | Add +109.6% | 10,717 | $2.5M |
| Victory Financial Group, LLC | 0.48% | Reduce -15.0% | 10,162 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -14.8% | 9,902 | $2.4M |
| IFG Advisory, LLC | 0.13% | Add +4.1% | 9,888 | $2.4M |
| CW Advisors, LLC | 0.03% | New | 9,811 | $2.4M |
| CJM Wealth Advisers, Ltd. | 0.85% | Add +8.8% | 9,828 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +17.9% | 9,752 | $2.4M |
| Choreo, LLC | 0.04% | Add +17.5% | 9,747 | $2.4M |
| PFG Advisors | 0.13% | Add +6.8% | 9,649 | $2.4M |
| Intergy Private Wealth, LLC | 0.89% | Add +0.0% | 9,574 | $2.3M |
| Sterling Financial Planning, Inc. | 0.85% | Add +4.1% | 9,547 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -23.4% | 9,543 | $2.3M |
| My Legacy Advisors, LLC | 0.90% | Reduce -5.7% | 9,538 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.6% | 9,501 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.96% | Reduce -2.7% | 9,411 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Add +87.7% | 9,321 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +16.3% | 9,309 | $2.3M |
| Mustard Seed Financial, LLC | 1.82% | Add +2.5% | 9,270 | $2.3M |
| Weinberger Asset Management, Inc | 0.96% | Reduce -5.0% | 9,176 | $2.2M |
| Magnus Financial Group LLC | 0.22% | Add +0.1% | 9,168 | $2.2M |
| GC Wealth Management RIA, LLC | 0.41% | Add +5.5% | 9,130 | $2.2M |
| Sawgrass Asset Management LLC | 0.27% | No change | 9,120 | $2.2M |
| OneAscent Financial Services LLC | 0.15% | Add +146.4% | 9,116 | $2.2M |
| Simmons Bank | 0.17% | Reduce -5.3% | 9,072 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.48% | Add +5.3% | 9,072 | $2.2M |
| Meridian Financial Advisors, LLC | 1.54% | Reduce -1.8% | 8,953 | $2.2M |
| Inspirion Wealth Advisors, LLC | 0.30% | Reduce -1.5% | 8,864 | $2.2M |
| Stuart Investment Advisors, Inc. | 1.22% | Reduce -5.7% | 8,822 | $2.2M |
| Main Street Financial Solutions, LLC | 0.19% | Add +196.5% | 8,776 | $2.1M |
| ERn Financial, LLC | 0.33% | Reduce -6.2% | 8,661 | $2.1M |
| Causey Wealth LLC | 1.18% | Reduce -1.3% | 8,621 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.1% | 8,619 | $2.1M |
| Wells Trecaso Financial Group, LLC | 0.70% | Reduce -0.1% | 8,543 | $2.1M |
| Insight Advisors, LLC/ PA | 0.37% | Reduce -0.5% | 8,520 | $2.1M |
| Talon Private Wealth, LLC | 0.27% | Add +21.7% | 8,136 | $2.0M |
| Venture Visionary Partners LLC | 0.08% | Reduce -68.9% | 8,103 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +217.4% | 8,101 | $2.0M |
| Principal Securities, Inc. | 0.04% | No change | 7,751 | $2.0M |
| Sagace Wealth Management LLC | 1.48% | Add +1.1% | 8,025 | $2.0M |
| Falcon Wealth Planning | 0.22% | Add +11.1% | 7,934 | $1.9M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | No change | 7,915 | $1.9M |
| ProVise Management Group, LLC | 0.16% | Reduce -2.6% | 7,905 | $1.9M |
| Visionary Wealth Advisors | 0.12% | Add +1.5% | 7,859 | $1.9M |
| Fortis Capital Advisors, LLC | 0.39% | Add +132.8% | 7,821 | $1.9M |
| Americana Partners, LLC | 0.07% | No change | 7,755 | $1.9M |
| Wambolt & Associates, LLC | 0.65% | Add +7.3% | 7,694 | $1.9M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 7,741 | $1.9M |
| Silver Lake Advisory, LLC | 0.82% | Add +3.5% | 7,705 | $1.9M |
| Colonial Trust Co / SC | 0.29% | Reduce -0.4% | 7,617 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Add +6.5% | 7,571 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 7,645 | $1.8M |
| Marcum Wealth, LLC | 0.16% | Reduce -0.7% | 7,546 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -23.5% | 7,504 | $1.8M |
| Lowery Thomas, LLC | 1.24% | Reduce -2.3% | 7,412 | $1.8M |
| NBT Bank, N.A. | 0.13% | Add +0.9% | 7,407 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 7,399 | $1.8M |
| Strategic Financial Concepts, LLC | 0.34% | Add +0.1% | 7,339 | $1.8M |
| Asset Allocation & Management Company, LLC | 0.91% | No change | 7,329 | $1.8M |
| Uptick Partners, LLC | 0.61% | Reduce -0.1% | 7,329 | $1.8M |
| Quadrant Capital Group LLC | 0.07% | Reduce -0.3% | 7,202 | $1.8M |
| Joel Isaacson & Co., LLC | 0.08% | Reduce -1.1% | 7,199 | $1.8M |
| Fee-Only Financial Planning, L.C. | 1.19% | Add +1.4% | 7,155 | $1.8M |
| Argent Trust Co | 0.07% | No change | 7,125 | $1.7M |
| First American Trust, FSB | 0.16% | Add +90.9% | 7,053 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +1.0% | 7,048 | $1.7M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -4.1% | 7,016 | $1.7M |
| Safeguard Financial, LLC | 0.37% | Reduce -6.9% | 6,968 | $1.7M |
| Norden Group LLC | 0.20% | Add +113.7% | 6,946 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -60.9% | 6,941 | $1.7M |
| Redwood Investment Management, LLC | 0.18% | Add +64.9% | 6,894 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -13.9% | 6,886 | $1.7M |
| Community Financial Services Group, LLC | 0.36% | Reduce -2.4% | 6,867 | $1.7M |
| Family Manage LLC | 0.28% | Add +13.1% | 6,849 | $1.7M |
| Alpine Bank Wealth Management | 0.27% | — | 6,759 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.6% | 6,748 | $1.7M |
| Center For Asset Management LLC | 1.00% | Reduce -26.4% | 6,687 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.62% | No change | 6,663 | $1.6M |
| Fidelis Capital Partners, LLC | 0.17% | Reduce -6.4% | 6,550 | $1.6M |
| Brady Martz Wealth Solutions, LLC | 0.36% | No change | 6,486 | $1.6M |
| Washington Trust Advisors, Inc. | 0.14% | Reduce -0.7% | 6,474 | $1.6M |
| Mainstream Capital Management LLC | 1.25% | Reduce -2.5% | 6,461 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -42.1% | 6,451 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -42.1% | 6,451 | $1.6M |
| Sand Hill Global Advisors, LLC | 0.06% | No change | 6,435 | $1.6M |
| Next Capital Management LLC | 0.75% | Reduce -29.3% | 6,430 | $1.6M |
| Base Wealth Management LLC | 1.19% | — | 6,398 | $1.6M |
| MJT & Associates Financial Advisory Group, Inc. | 1.50% | — | 6,367 | $1.6M |
| Envision Financial Planning, LLC | 0.79% | Reduce -5.5% | 6,355 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -6.8% | 6,299 | $1.5M |
| Frisch Financial Group, Inc. | 0.43% | Reduce -10.8% | 6,296 | $1.5M |
| City Holding Co. | 0.22% | Reduce -0.4% | 6,285 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -21.8% | 6,274 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Add +19.1% | 6,260 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.38% | No change | 6,231 | $1.5M |
| Berkshire Money Management, Inc. | 0.17% | No change | 6,200 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -31.7% | 6,144 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -4.1% | 5,971 | $1.5M |
| Croban | 1.34% | Add +20.6% | 5,964 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +21.8% | 5,959 | $1.5M |
| Pinnacle Financial Partners Inc | 0.03% | Add +20.6% | 5,940 | $1.5M |
| Legacy Edge Advisors, LLC | 0.22% | Reduce -2.3% | 5,859 | $1.4M |
| Mathes Company, Inc. | 0.58% | No change | 5,820 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +55.8% | 5,819 | $1.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.29% | Add +5.3% | 5,789 | $1.4M |
| Sterling Investment Counsel, LLC | 0.48% | Add +35.8% | 5,778 | $1.4M |
| Stevens Capital Partners | 0.66% | Add +18.8% | 5,762 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +9.7% | 5,699 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +9.7% | 5,696 | $1.4M |
| Geneva Partners, LLC | 0.72% | Add +0.8% | 5,687 | $1.4M |
| Smith Anglin Financial, LLC | 0.15% | Add +0.2% | 5,682 | $1.4M |
| Prossimo Advisors, LLC | 1.04% | Reduce -0.3% | 5,678 | $1.4M |
| Royal Fund Management, LLC | 0.16% | Reduce -6.3% | 5,590 | $1.4M |
| Valley National Advisers Inc. | 0.25% | Reduce -0.1% | 5,649 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -3.1% | 5,643 | $1.4M |
| Founders Financial Securities LLC | 0.12% | Add +32.8% | 5,574 | $1.4M |
| Ameriflex Group, Inc. | 0.56% | Add +13.2% | 5,613 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | No change | 5,489 | $1.3M |
| Sierra Capital LLC | 0.16% | Add +189.7% | 5,484 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +27.6% | 5,463 | $1.3M |
| Trivium Point Advisory, LLC | 0.17% | Reduce -3.4% | 5,456 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.1% | 5,453 | $1.3M |
| Novak & Powell Financial Services, Inc. | 0.81% | Reduce -3.1% | 5,355 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | Add +8.1% | 5,333 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Reduce -0.3% | 5,321 | $1.3M |
| Colonial Trust Advisors | 0.12% | Reduce -6.0% | 5,308 | $1.3M |
| TPG Financial Advisors, LLC | 0.56% | Reduce -6.5% | 5,197 | $1.3M |
| Baldwin Investment Management, LLC | 0.15% | Reduce -4.6% | 5,150 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +5.7% | 5,069 | $1.2M |
| Collective Family Office LLC | 0.33% | Reduce -3.5% | 5,032 | $1.2M |
| Cornerstone Advisory, LLC | 0.14% | Add +6.2% | 4,880 | $1.2M |
| Keybank National Association | 0.00% | Reduce -1.9% | 4,994 | $1.2M |
| Busey Bank | 0.04% | No change | 4,990 | $1.2M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -6.7% | 4,978 | $1.2M |
| FC Advisory LLC | 0.41% | Add +0.2% | 4,941 | $1.2M |
| Wood Tarver Financial Group, LLC | 0.39% | Add +0.2% | 4,937 | $1.2M |
| Members Wealth LLC | 0.91% | Add +6.2% | 4,908 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Add +5.5% | 4,885 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.47% | Add +13.0% | 4,861 | $1.2M |
| Dentgroup LLC | 0.89% | Reduce -3.8% | 4,853 | $1.2M |
| Evergreen Wealth Management, LLC | 0.70% | Reduce -2.4% | 4,793 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.89% | No change | 4,785 | $1.2M |
| Hexagon Capital Partners LLC | 0.22% | Reduce -1.7% | 4,689 | $1.1M |
| Consolidated Portfolio Review Corp | 0.18% | Reduce -1.7% | 4,670 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Reduce -17.4% | 4,644 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -1.7% | 4,635 | $1.1M |
| Custos Family Office, LLC | 0.40% | Reduce -23.1% | 4,635 | $1.1M |
| LeConte Wealth Management, LLC | 0.72% | — | 4,602 | $1.1M |
| Bank of Hawaii | 0.06% | No change | 4,574 | $1.1M |
| Nicolet Advisory Services, LLC | 0.11% | Reduce -8.6% | 4,822 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +4.2% | 4,489 | $1.1M |
| Michels Family Financial, LLC | 0.99% | Add +2.1% | 4,479 | $1.1M |
| Fairscale Capital, LLC | 0.99% | Reduce -2.2% | 4,478 | $1.1M |
| 1834 Investment Advisors Co. | 0.14% | Reduce -11.3% | 4,449 | $1.1M |
| Financial Advocates Investment Management | 0.08% | Reduce -55.2% | 4,449 | $1.1M |
| Sovran Advisors, LLC | 0.14% | Add +6.2% | 4,620 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +163.4% | 4,428 | $1.1M |
| Graypoint LLC | 0.07% | Add +73.3% | 4,344 | $1.1M |
| Steph & Co. | 0.38% | Reduce -0.2% | 4,276 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.83% | — | 4,186 | $1.0M |
| Composition Wealth, LLC | 0.02% | Add +3.4% | 4,186 | $1.0M |
| GPS Wealth Strategies Group, LLC | 0.14% | Reduce -2.9% | 4,178 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Reduce -0.9% | 4,171 | $1.0M |
| Warner Financial, Inc. | 0.44% | Add +2.5% | 4,099 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Reduce -51.0% | 4,073 | $996K |
| Integrated Investment Consultants, LLC | 0.20% | No change | 4,067 | $995K |
| Segment Wealth Management, LLC | 0.07% | Reduce -45.4% | 4,030 | $986K |
| LifeWealth Investments, LLC | 0.47% | New | 4,028 | $985K |
| Heartwood Wealth Advisors LLC | 0.11% | Reduce -0.0% | 4,005 | $980K |
| Johnson Investment Counsel Inc. | 0.01% | Add +21.8% | 3,999 | $978K |
| Transatlantique Private Wealth LLC | 0.39% | Reduce -27.8% | 3,990 | $976K |
| Beacon Financial Planning, Inc. | 0.56% | Add +0.1% | 3,990 | $976K |
| Nemes Rush Group LLC | 0.12% | No change | 3,958 | $968K |
| Mgo One Seven LLC | 0.04% | Reduce -7.6% | 3,914 | $958K |
| Smithfield Trust Co | 0.05% | Reduce -2.7% | 3,906 | $956K |
| Greenhouse Wealth Management, LLC | 0.71% | Reduce -0.1% | 3,888 | $951K |
| Flagstar Securities, Inc. | 0.24% | Reduce -3.0% | 3,877 | $948K |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | Reduce -19.1% | 3,875 | $948K |
| JNBA Financial Advisors | 0.10% | No change | 3,844 | $940K |
| Waller Financial Planning Group, Inc. | 0.26% | Reduce -5.6% | 3,838 | $939K |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -1.7% | 3,831 | $937K |
| Finward Bancorp | 0.81% | Reduce -0.7% | 3,815 | $933K |
| Compass Capital Corp. /Ma/ | 0.49% | Reduce -6.4% | 4,058 | $931K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.7% | 3,786 | $926K |
| Sound Income Strategies, LLC | 0.05% | Add +2166.3% | 3,762 | $920K |
| XML Financial, LLC | 0.09% | Add +26.9% | 3,758 | $919K |
| BKM Wealth Management, LLC | 0.38% | Add +7.5% | 3,753 | $918K |
| Freedom Investment Management, Inc. | 0.08% | Add +20.7% | 3,742 | $915K |
| Ameritas Advisory Services, LLC | 0.04% | Add +7.2% | 3,616 | $912K |
| Zions Bancorporation, National Association | 0.06% | — | 3,667 | $897K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 3,651 | $893K |
| Washington Trust Bank | 0.09% | Add +3.9% | 3,608 | $883K |
| St. Louis Trust Co | 0.13% | No change | 3,597 | $880K |
| Topel & Distasi Wealth Management, LLC | 0.41% | Reduce -23.2% | 3,585 | $877K |
| SC&H Financial Advisors, Inc. | 0.17% | No change | 3,571 | $874K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -11.7% | 3,556 | $870K |
| Spire Wealth Management | 0.03% | Reduce -2.0% | 3,542 | $867K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -3.5% | 3,522 | $862K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -2.8% | 3,511 | $859K |
| Oakworth Capital, Inc. | 0.06% | No change | 3,475 | $850K |
| Whitegate Investment Counselors, Inc. | 0.30% | Add +10.6% | 3,460 | $847K |
| Silverlake Wealth Management LLC | 0.32% | Add +22.9% | 3,459 | $846K |
| Plancorp, LLC | 0.03% | Add +0.9% | 3,445 | $843K |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.1% | 3,442 | $842K |
| Carnegie Investment Counsel | 0.02% | Add +11.0% | 3,808 | $840K |
| Legacy Financial Group LLC | 0.13% | No change | 3,410 | $834K |
| Moller Wealth Partners | 0.21% | Add +81.2% | 3,406 | $833K |
| FDx Advisors, Inc. | 0.27% | Reduce -2.0% | 3,338 | $817K |
| First Financial Bank - Trust Division | 0.08% | No change | 3,328 | $814K |
| Ieq Capital, LLC | 0.01% | No change | 3,302 | $808K |
| Sowell Financial Services LLC | 0.04% | New | 3,302 | $808K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.0% | 3,289 | $805K |
| FFT Wealth Management LLC | 0.17% | New | 3,287 | $804K |
| PKS Advisory Services, LLC | 0.22% | Add +4.3% | 3,279 | $802K |
| Tudor Financial Inc. | 0.47% | New | 3,228 | $790K |
| National Bank of Canada | 0.00% | Add +5.0% | 3,181 | $778K |
| Calamos Wealth Management LLC | 0.04% | No change | 3,170 | $776K |
| Sepio Capital, LP | 0.06% | No change | 3,152 | $771K |
| Wick Capital Partners, LLC | 0.23% | Reduce -3.0% | 3,152 | $771K |
| Ritholtz Wealth Management | 0.02% | Add +0.0% | 3,133 | $766K |
| Burns Matteson Capital Management, LLC | 0.41% | Add +1.8% | 3,119 | $763K |
| Certified Advisory Corp | 0.09% | Add +1.1% | 3,117 | $763K |
| Strategic Financial Partners, Ltd. | 0.40% | Reduce -1.1% | 3,088 | $756K |
| Acorn Financial Advisory Services Inc. | 0.14% | New | 3,080 | $753K |
| First Manhattan Co. Llc. | 0.00% | Add +1.7% | 3,061 | $749K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -0.5% | 3,052 | $747K |
| Capital Advisory Group Advisory Services, LLC | 0.28% | Add +18.0% | 3,042 | $744K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 3,038 | $743K |
| Paulson Wealth Management Inc. | 0.21% | Reduce -18.4% | 3,036 | $743K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.3% | 2,983 | $730K |
| Wrapmanager Inc. | 0.19% | Reduce -0.4% | 2,981 | $729K |
| Wealth Preservation Advisors, LLC | 0.52% | — | 2,962 | $725K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 2,960 | $724K |
| Owen LaRue, LLC | 0.36% | Reduce -0.2% | 2,945 | $720K |
| Ridgewood Investments LLC | 0.34% | Reduce -10.2% | 2,940 | $719K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.5% | 2,912 | $712K |
| GWN Securities Inc. | 0.04% | Add +182.8% | 2,834 | $712K |
| Lido Advisors, LLC | 0.00% | No change | 2,893 | $708K |
| Meeder Advisory Services, Inc. | 0.04% | Add +35.0% | 2,890 | $707K |
| Bessemer Group Inc. | 0.00% | Add +4.0% | 2,880 | $704K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -11.1% | 2,874 | $703K |
| First PREMIER Bank | 0.18% | Add +119.9% | 2,861 | $700K |
| McNamara Financial Services, Inc. | 0.15% | Reduce -6.0% | 2,839 | $695K |
| Wesbanco Bank Inc. | 0.02% | Add +5.2% | 2,835 | $694K |
| Founders Financial Alliance, LLC | 0.17% | Add +5.5% | 2,833 | $693K |
| Waterfront Wealth Inc. | 0.17% | No change | 2,831 | $693K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -67.3% | 2,812 | $688K |
| Ironwood Financial, llc | 0.15% | Add +19.7% | 2,805 | $686K |
| Independent Wealth Network Inc. | 0.27% | Reduce -3.3% | 2,796 | $684K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 2,788 | $682K |
| Aviso Wealth Management | 0.36% | Reduce -6.1% | 2,777 | $679K |
| Kanawha Capital Management LLC | 0.05% | No change | 2,767 | $677K |
| Bridgewater Advisors Inc. | 0.06% | New | 2,676 | $665K |
| Bernardo Wealth Planning LLC | 0.16% | No change | 2,720 | $665K |
| Revolve Wealth Partners, LLC | 0.10% | No change | 2,696 | $659K |
| Enclave Advisors LLC | 0.11% | No change | 2,656 | $650K |
| Accel Wealth Management | 0.23% | No change | 2,650 | $648K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -25.1% | 2,641 | $646K |
| GTS Securities LLC | 0.03% | New | 2,637 | $645K |
| Roman Butler Fullerton & Co. | 0.25% | Reduce -5.8% | 2,721 | $642K |
| Cahill Wealth Management, LLC | 0.33% | Add +0.1% | 2,620 | $641K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -26.3% | 2,602 | $636K |
| Arete Wealth Advisors, LLC | 0.05% | Add +19.6% | 2,586 | $633K |
| Horizon Bancorp Inc. | 0.36% | Add +93.5% | 2,574 | $630K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +5.3% | 2,544 | $622K |
| Pinnacle Bancorp, Inc. | 0.20% | Add +9.6% | 2,522 | $617K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -2.5% | 2,521 | $617K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +4.7% | 2,511 | $614K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -6.0% | 2,504 | $613K |
| Strategic Financial Services, Inc. | 0.04% | Add +5.2% | 2,485 | $608K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,482 | $607K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | Reduce -5.3% | 2,480 | $607K |
| Rosenblum Silverman Sutton S F Inc. | 0.17% | Add +24.6% | 2,474 | $605K |
| Rehmann Capital Advisory Group | 0.04% | Add +15.1% | 2,470 | $604K |
| Congress Asset Management Co. | 0.00% | Reduce -24.2% | 2,460 | $602K |
| BCS Wealth Management | 0.15% | No change | 2,447 | $599K |
| Pinion Investment Advisors, LLC | 0.13% | Reduce -3.9% | 2,447 | $599K |
| Resurgent Financial Advisors LLC | 0.36% | Reduce -0.8% | 2,437 | $596K |
| RFG Advisory, LLC | 0.02% | Add +3.5% | 2,416 | $591K |
| Advus Financial Partners, LLC | 0.16% | No change | 2,400 | $587K |
| Aspiriant, LLC | 0.02% | Add +31.2% | 2,398 | $587K |
| Strategic Investment Solutions, Inc. | 0.17% | Add +11.3% | 2,390 | $585K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.8% | 2,388 | $584K |
| Evolution Advisers, Inc. | 0.31% | No change | 2,389 | $584K |
| StoneX Group Inc. | 0.03% | Add +15.8% | 2,377 | $581K |
| First Trust Advisors LP | 0.00% | Add +0.3% | 2,362 | $578K |
| Tyche Wealth Partners LLC | 0.12% | No change | 2,309 | $565K |
| Renaissance Technologies | 0.00% | Reduce -77.9% | 2,300 | $563K |
| Advisor OS, LLC | 0.06% | New | 2,292 | $561K |
| Lane & Associates LLC | 0.30% | Reduce -4.2% | 2,273 | $556K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $553K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.8% | 2,226 | $545K |
| Keystone Financial Services, LLC | 0.46% | Add +27.5% | 2,207 | $540K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,202 | $539K |
| L. Roy Papp & Associates, LLP | 0.07% | No change | 2,191 | $536K |
| Ewa, LLC | 0.20% | Reduce -0.9% | 2,184 | $534K |
| SteelPeak Wealth, LLC | 0.02% | Add +7.7% | 2,176 | $532K |
| Richardson Financial Services Inc. | 0.40% | Add +17.6% | 2,171 | $531K |
| Milestone Investment Advisors LLC | 0.15% | Reduce -1.7% | 2,145 | $525K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +5.4% | 2,140 | $524K |
| Petix & Botte Co | 0.14% | No change | 2,136 | $523K |
| Advisor Resource Council | 0.04% | New | 2,134 | $522K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.8% | 2,132 | $522K |
| One Capital Management, LLC | 0.02% | Reduce -8.2% | 2,132 | $522K |
| Tudor Investment Corporation | 0.00% | New | 2,129 | $521K |
| Flputnam Investment Management Co. | 0.01% | Reduce -11.7% | 2,126 | $520K |
| Centaurus Financial, Inc. | 0.03% | Add +8.1% | 2,122 | $519K |
| Ledyard National Bank | 0.05% | Reduce -7.0% | 2,112 | $517K |
| Powell Investment Advisors, LLC | 0.25% | No change | 2,109 | $516K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 2,104 | $515K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 2,103 | $514K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,099 | $513K |
| Spirepoint Private Client, LLC | 0.07% | No change | 2,098 | $513K |
| WP Advisors, LLC | 0.17% | Add +0.2% | 2,097 | $513K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -5.9% | 2,084 | $510K |
| Clear Harbor Asset Management, LLC | 0.04% | Add +0.1% | 2,084 | $510K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +1.8% | 2,083 | $510K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -1.8% | 2,077 | $508K |
| F/m Investments LLC | 0.02% | No change | 2,062 | $504K |
| Net Worth Advisory Group | 0.16% | Add +6.3% | 2,057 | $503K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -76.4% | 2,027 | $499K |
| Insigneo Advisory Services, LLC | 0.05% | No change | 2,039 | $499K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 2,030 | $497K |
| Friday Financial | 0.30% | No change | 1,987 | $495K |
| NorthRock Partners, LLC | 0.02% | Add +2.0% | 2,007 | $491K |
| Medallion Wealth Advisors, LLC | 0.22% | Reduce -8.2% | 1,978 | $490K |
| Davis R M Inc. | 0.01% | Reduce -1.9% | 1,984 | $485K |
| DDFG, Inc | 0.13% | Reduce -0.5% | 1,982 | $485K |
| Caliber Wealth Management, LLC / KS | 0.07% | — | 1,977 | $484K |
| Anchor Investment Management, LLC | 0.04% | Add +4.8% | 1,966 | $481K |
| N.E.W. Advisory Services LLC | 0.04% | Add +13.0% | 1,963 | $480K |
| Willner & Heller, LLC | 0.44% | Reduce -0.4% | 1,963 | $480K |
| Apollon Financial, LLC | 0.11% | Add +20.6% | 1,947 | $476K |
| Portside Wealth Group, LLC | 0.08% | Add +109.1% | 1,945 | $476K |
| Liberty Square Wealth Partners LLC | 0.18% | No change | 1,941 | $475K |
| Financial Freedom, LLC | 0.27% | Reduce -37.0% | 1,934 | $473K |
| Morton Brown Family Wealth, LLC | 0.16% | Reduce -17.5% | 1,931 | $472K |
| Signal Advisors Wealth, LLC | 0.05% | Add +76.8% | 1,920 | $470K |
| Trilogy Capital Inc. | 0.02% | No change | 1,919 | $470K |
| HUB Investment Partners, LLC | 0.02% | No change | 1,914 | $468K |
| Farther Finance Advisors, LLC | 0.01% | Add +2424.0% | 1,893 | $466K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -5.8% | 1,896 | $464K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -23.7% | 1,891 | $463K |
| GEN Financial Management, INC. | 0.31% | No change | 1,890 | $462K |
| Savvy Advisors, Inc. | 0.05% | Add +26.6% | 1,871 | $458K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -50.2% | 1,856 | $454K |
| Freestone Capital Holdings, LLC | 0.02% | Add +69.7% | 1,855 | $454K |
| Meridian Wealth Advisors, LLC | 0.08% | Reduce -16.6% | 1,854 | $454K |
| Dearborn Partners LLC | 0.02% | Reduce -2.1% | 1,854 | $454K |
| Wealthspan Partners, LLC | 0.21% | Reduce -3.1% | 1,847 | $452K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -0.3% | 1,846 | $452K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,840 | $450K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.6% | 1,831 | $448K |
| Continuum Advisory, LLC | 0.06% | Add +6.7% | 1,830 | $448K |
| Gotham Asset Management | 0.00% | Add +46.1% | 1,817 | $445K |
| Archford Capital Strategies, LLC | 0.06% | No change | 1,804 | $441K |
| Passive Capital Management, LLC. | 0.14% | New | 1,789 | $438K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $436K |
| Horizon Investments, LLC | 0.01% | Add +11.9% | 1,751 | $428K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -8.1% | 1,749 | $428K |
| Kennicott Capital Management LLC | 0.28% | No change | 1,739 | $425K |
| Secure Asset Management, LLC | 0.09% | New | 1,736 | $425K |
| Strategic Blueprint, LLC | 0.02% | Add +0.6% | 1,712 | $419K |
| Blalock Williams, LLC | 0.46% | Reduce -0.2% | 1,696 | $415K |
| Old North State Wealth Management, LLC | 0.23% | Add +26.1% | 1,669 | $410K |
| SGL Investment Advisors, Inc. | 0.21% | Add +21.5% | 1,596 | $409K |
| Everstar Asset Management, LLC | 0.27% | Reduce -31.3% | 1,670 | $409K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.1% | 1,658 | $406K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -49.3% | 1,651 | $404K |
| FSA Wealth Management LLC | 0.17% | Add +418.0% | 2,502 | $402K |
| Transcend Capital Advisors, LLC | 0.03% | Add +8.1% | 1,619 | $396K |
| AQR Capital Management | 0.00% | New | 1,619 | $396K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | New | 1,615 | $395K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.2% | 1,608 | $393K |
| Fiduciary Trust Co | 0.01% | Add +41.5% | 1,600 | $391K |
| Compound Planning, Inc. | 0.02% | Add +17.3% | 1,599 | $391K |
| Pacific Sun Financial Corp | 0.22% | No change | 1,590 | $389K |
| Beacon Financial Group | 0.04% | No change | 1,572 | $385K |
| North Star Asset Management Inc. | 0.02% | Reduce -1.6% | 1,558 | $381K |
| TD Private Client Wealth LLC | 0.01% | Reduce -37.1% | 1,552 | $380K |
| BLB&B Advisors, LLC | 0.02% | Add +11.5% | 1,547 | $378K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.3% | 1,540 | $377K |
| Richmond Investment Services, LLC | 0.20% | Add +0.1% | 1,533 | $375K |
| Von Berge Wealth Management Group, LLC | 0.24% | Reduce -0.6% | 1,523 | $373K |
| Obsidian Personal Planning Solutions LLC | 0.17% | No change | 1,494 | $372K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Reduce -0.4% | 1,513 | $370K |
| Intelligence Driven Advisers, LLC | 0.07% | Add +0.1% | 1,506 | $369K |
| Creekside Partners | 0.19% | Add +0.2% | 1,505 | $368K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 1,500 | $367K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,500 | $367K |
| HSBC Holdings PLC | 0.00% | Reduce -7.6% | 1,488 | $364K |
| Amara Financial, Llc. | 0.33% | Add +0.2% | 1,480 | $362K |
| Madison Park Capital Advisors, LLC | 0.32% | Add +0.2% | 1,474 | $361K |
| Fort Sheridan Advisors LLC | 0.05% | Reduce -3.1% | 1,467 | $359K |
| QRG Capital Management, Inc. | 0.00% | Reduce -30.4% | 1,452 | $355K |
| Lake Street Private Wealth, LLC | 0.06% | No change | 1,452 | $355K |
| Copia Wealth Management | 0.33% | Add +4.7% | 1,444 | $353K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -15.7% | 1,442 | $353K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.5% | 1,437 | $351K |
| D. E. Shaw & Co. | 0.00% | No change | 1,424 | $348K |
| Acropolis Investment Management, LLC | 0.02% | Add +0.1% | 1,415 | $346K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.1% | 1,402 | $343K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 1,378 | $337K |
| Noble Wealth Management PBC | 0.23% | Reduce -5.7% | 1,375 | $336K |
| Wealthstream Advisors, Inc. | 0.06% | Reduce -25.2% | 1,373 | $336K |
| Whittier Trust Co. | 0.00% | No change | 1,366 | $334K |
| Jackson, Grant Investment Advisers, Inc. | 0.13% | Reduce -10.9% | 1,363 | $334K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.5% | 1,359 | $332K |
| Florida Financial Advisors, LLC | 0.13% | Add +0.7% | 1,358 | $332K |
| Wells Financial Advisors INC | 0.46% | No change | 1,356 | $332K |
| Essex Financial Services, Inc. | 0.02% | Add +1.1% | 1,343 | $329K |
| Haverford Trust Co | 0.00% | Add +4.1% | 1,339 | $328K |
| Private Trust Co. NA | 0.03% | Add +25.6% | 1,335 | $327K |
| Elevatus Welath Management | 0.18% | Reduce -2.8% | 1,327 | $325K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | New | 1,325 | $324K |
| Howland Capital Management LLC | 0.01% | No change | 1,325 | $324K |
| MAS Advisors LLC | 0.50% | Reduce -37.5% | 1,321 | $323K |
| Bishop & Co Investment Management, LLC | 0.12% | Reduce -32.2% | 1,308 | $320K |
| Townsend Asset Management Corp. /NC/ | 0.12% | Reduce -9.7% | 1,308 | $320K |
| Silver Coast Investments LLC | 0.12% | Add +3.6% | 1,299 | $318K |
| WMG Financial Advisors, LLC | 0.13% | Add +0.1% | 1,293 | $316K |
| Snider Financial Group | 0.10% | Reduce -1.2% | 1,292 | $316K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 1,290 | $316K |
| Citadel Advisors | 0.00% | Reduce -67.0% | 1,289 | $315K |
| Duncan Williams Asset Management, LLC | 0.11% | Add +0.1% | 1,281 | $313K |
| Balboa Wealth Partners | 0.08% | New | 1,276 | $312K |
| Parallel Advisors, LLC | 0.01% | Add +115.7% | 1,275 | $312K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $312K |
| Keyvantage Wealth, LLC | 0.15% | Add +0.2% | 1,260 | $308K |
| Chapin Davis, Inc. | 0.10% | No change | 1,251 | $306K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -49.3% | 1,250 | $306K |
| Allred Capital Management, LLC | 0.12% | Reduce -19.1% | 1,249 | $305K |
| LWM Advisors Inc. | 0.36% | Add +20.2% | 1,184 | $303K |
| Franklin Resources Inc. | 0.00% | Add +3.5% | 1,239 | $303K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $303K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.2% | 1,235 | $302K |
| Meriwether Wealth & Planning, LLC | 0.20% | No change | 1,231 | $301K |
| RFG Holdings, Inc. | 0.10% | Add +0.2% | 1,220 | $299K |
| New Hampshire Trust | 0.07% | No change | 1,212 | $297K |
| Caldwell Trust Co | 0.03% | Add +2.0% | 1,212 | $297K |
| JFS Wealth Advisors, LLC | 0.02% | Add +22.7% | 1,209 | $296K |
| Delta Financial Group, Inc. | 0.07% | Add +2.3% | 1,161 | $295K |
| New Insight Wealth Advisors | 0.13% | Reduce -9.1% | 1,202 | $294K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 1,200 | $294K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 1,190 | $291K |
| QTR Family Wealth, LLC | 0.22% | — | 1,185 | $290K |
| CM Wealth Advisors LLC | 0.09% | No change | 1,177 | $288K |
| Stratos Investment Management, LLC | 0.02% | No change | 1,157 | $283K |
| LM Advisors LLC | 0.05% | Reduce -41.0% | 1,150 | $281K |
| Scott Capital Advisors, LLC | 0.08% | No change | 1,144 | $280K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | Add +0.1% | 1,136 | $278K |
| Parsons Capital Management Inc. | 0.01% | No change | 1,126 | $275K |
| Argent Advisors, Inc. | 0.09% | No change | 1,120 | $274K |
| Zhang Financial LLC | 0.01% | Add +3.4% | 1,120 | $274K |
| Headland Capital, LLC | 0.09% | No change | 1,119 | $274K |
| Synergy Asset Management, LLC | 0.03% | Reduce -50.0% | 1,112 | $272K |
| Accelerate Investment Advisors LLC | 0.23% | New | 1,111 | $272K |
| Gallacher Capital Management LLC | 0.13% | No change | 1,111 | $272K |
| Lodestone Wealth Management LLC | 0.14% | Add +2.7% | 1,109 | $271K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 1,105 | $270K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -17.9% | 1,065 | $265K |
| Pinkerton Wealth, LLC | 0.03% | New | 1,077 | $263K |
| MBL Wealth, LLC | 0.03% | No change | 1,075 | $263K |
| Smith Asset Management Co., LLC | 0.25% | Add +9.8% | 1,069 | $262K |
| Blackston Financial Advisory Group, LLC | 0.18% | Reduce -4.4% | 1,060 | $259K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -6.4% | 1,058 | $259K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.2% | 1,052 | $258K |
| Courier Capital LLC | 0.02% | Reduce -43.8% | 1,055 | $258K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,054 | $258K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -16.1% | 1,053 | $258K |
| Yeomans Consulting Group, Inc. | 0.10% | Add +2.8% | 1,052 | $257K |
| Advisors Capital Management, LLC | 0.00% | Add +1.6% | 1,051 | $257K |
| Redmond Asset Management, LLC | 0.07% | Add +14.3% | 1,050 | $257K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.6% | 1,048 | $256K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,040 | $254K |
| Keystone Financial Group | 0.03% | Reduce -5.8% | 1,034 | $253K |
| CPA Asset Management Group, LLC | 0.11% | Reduce -48.5% | 1,032 | $252K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -1.1% | 1,028 | $251K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,011 | $247K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,007 | $246K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 968 | $246K |
| City State Bank | 0.08% | No change | 1,002 | $245K |
| S.A. Mason LLC | 0.13% | No change | 1,000 | $245K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 997 | $244K |
| Smith, Moore & Co. | 0.02% | New | 991 | $243K |
| Fearless Solutions, LLC dba Best Invest | 0.19% | New | 988 | $242K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 985 | $241K |
| Accredited Investors Inc. | 0.01% | No change | 982 | $240K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $238K |
| Samalin Investment Counsel, LLC | 0.10% | Add +0.2% | 963 | $236K |
| Calton & Associates, Inc. | 0.05% | New | 961 | $235K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -5.0% | 960 | $235K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 955 | $234K |
| PFG Investments, LLC | 0.01% | New | 953 | $233K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | Add +0.2% | 949 | $232K |
| Marshall Investment Management, LLC | 0.14% | Add +157.6% | 948 | $232K |
| Evanson Asset Management, LLC | 0.02% | Reduce -19.1% | 948 | $232K |
| HBW Advisory Services LLC | 0.03% | New | 947 | $232K |
| Brio Consultants, LLC | 0.04% | Add +14.0% | 944 | $231K |
| Tectonic Advisors LLC | 0.01% | Reduce -5.0% | 943 | $231K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $229K |
| BankPlus Trust Department | 0.08% | No change | 928 | $227K |
| Sigma Investment Counselors Inc. | 0.01% | Add +9.8% | 928 | $227K |
| Alpha Cubed Investments, LLC | 0.01% | New | 923 | $226K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $225K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $224K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 1,017 | $224K |
| Clear Creek Financial Management, LLC | 0.02% | New | 910 | $223K |
| Hilltop Holdings Inc. | 0.01% | New | 904 | $221K |
| Element Wealth, LLC | 0.12% | No change | 901 | $220K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $220K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +22.6% | 899 | $220K |
| Country Club Bank | 0.01% | No change | 900 | $220K |
| Tme Financial, Inc. | 0.19% | Reduce -87.1% | 896 | $219K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 895 | $219K |
| FineMark National Bank & Trust | 0.01% | Add +4.3% | 889 | $217K |
| AMG National Trust Bank | 0.01% | No change | 888 | $217K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 887 | $217K |
| Key Financial Inc | 0.05% | No change | 886 | $217K |
| Investment Advisory Group, LLC | 0.07% | No change | 885 | $217K |
| Dopkins Wealth Management, LLC | 0.11% | Add +2.4% | 884 | $216K |
| William Mack & Associates, Inc. | 0.18% | Reduce -2.2% | 881 | $216K |
| Plan A Wealth LLC | 0.17% | New | 881 | $216K |
| CRA Financial Services, LLC | 0.04% | Add +4.3% | 879 | $215K |
| Foundations Investment Advisors, LLC | 0.00% | New | 875 | $214K |
| Colony Family Offices, LLC | 0.07% | No change | 868 | $212K |
| Nicolet Bankshares Inc. | 0.04% | No change | 863 | $211K |
| Cooper Financial Group | 0.03% | Reduce -23.7% | 856 | $209K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -7.8% | 856 | $209K |
| Garrison Point Advisors, LLC | 0.10% | No change | 855 | $209K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.7% | 852 | $209K |
| VestGen Advisors, LLC | 0.01% | — | 852 | $208K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 847 | $207K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -0.9% | 843 | $206K |
| Westbourne Investment Advisors, Inc. | 0.07% | No change | 841 | $206K |
| Syntax Research, Inc. | 0.14% | No change | 837 | $205K |
| M&T Bank Corp | 0.00% | Reduce -26.3% | 837 | $205K |
| Valmark Advisers, Inc. | 0.00% | Reduce -39.1% | 830 | $203K |
| Saranac Partners Ltd | 0.12% | New | 828 | $203K |
| Welch Group, LLC | 0.01% | Reduce -2.6% | 820 | $200K |
| Financial Perspectives, Inc | 0.07% | No change | 812 | $199K |
| Armor Investment Advisors, LLC | 0.08% | No change | 800 | $196K |
| PrairieView Partners, LLC | 0.02% | No change | 778 | $190K |
| Signaturefd, LLC | 0.00% | Reduce -0.1% | 774 | $189K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -16.7% | 767 | $188K |
| Bank of New Hampshire | 0.05% | No change | 745 | $182K |
| NewSquare Capital LLC | 0.01% | No change | 737 | $180K |
| McClarren Financial Advisors, Inc. | 0.11% | New | 1,345 | $170K |
| Larson Financial Group LLC | 0.01% | Reduce -0.7% | 681 | $167K |
| Legacy Bridge, LLC | 0.09% | No change | 656 | $160K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 653 | $160K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 615 | $151K |
| LRI Investments, LLC | 0.01% | No change | 615 | $150K |
| CoreCap Advisors, LLC | 0.01% | Reduce -21.5% | 610 | $149K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.2% | 606 | $148K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.3% | 605 | $148K |
| Matrix Private Capital Group LLC | 0.09% | No change | 604 | $148K |
| Cordant, Inc. | 0.08% | No change | 604 | $148K |
| Holos Integrated Wealth LLC | 0.10% | No change | 597 | $146K |
| SouthState Bank Corp | 0.01% | No change | 587 | $144K |
| Synergy Investment Management, LLC | 0.06% | Add +10.3% | 567 | $139K |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 553 | $135K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 547 | $134K |
| FWL Investment Management, LLC | 0.05% | Reduce -1.9% | 518 | $127K |
| GoalVest Advisory LLC | 0.03% | Reduce -14.5% | 518 | $127K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +0.4% | 512 | $125K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $124K |
| Orion Capital Management LLC | 0.05% | No change | 506 | $124K |
| Grove Bank & Trust | 0.02% | Reduce -37.5% | 500 | $122K |
| Montag A & Associates Inc. | 0.01% | No change | 496 | $121K |
| Vermillion Wealth Management, Inc. | 0.04% | No change | 490 | $120K |
| Stonebridge Financial Group, LLC | 0.01% | Add +4.3% | 490 | $120K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 484 | $118K |
| Hughes Financial Services, LLC | 0.02% | New | 476 | $117K |
| Rossby Financial, LCC | 0.05% | Reduce -80.6% | 476 | $117K |
| Centricity Wealth Management, LLC | 0.11% | Reduce -37.4% | 475 | $116K |
| Olistico Wealth, LLC | 0.07% | No change | 475 | $116K |
| Crewe Advisors LLC | 0.02% | No change | 452 | $111K |
| Bangor Savings Bank | 0.01% | No change | 440 | $108K |
| Rialto Wealth Management, LLC | 0.03% | No change | 430 | $105K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Reduce -14.7% | 411 | $101K |
| Ogorek Anthony Joseph /NY/ | 0.03% | New | 412 | $100K |
| Wagner Wealth Management, LLC | 0.02% | New | 408 | $100K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +391.5% | 403 | $99K |
| PSI Advisors, LLC | 0.03% | No change | 400 | $98K |
| Frazier Financial Advisors, LLC | 0.08% | No change | 399 | $98K |
| Private Wealth Asset Management, LLC | 0.01% | — | 393 | $96K |
| MV Capital Management, Inc. | 0.01% | No change | 391 | $96K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 386 | $94K |
| Glen Eagle Advisors, LLC | 0.02% | Add +101.6% | 373 | $91K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $91K |
| Sandy Spring Bank | 0.00% | No change | 360 | $88K |
| Cloud Capital Management, LLC | 0.06% | — | 359 | $87K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $81K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $81K |
| Evermay Wealth Management LLC | 0.01% | Reduce -3.1% | 316 | $77K |
| Horizon Financial Services, LLC | 0.04% | Reduce -51.8% | 307 | $75K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +20.3% | 302 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -12.6% | 299 | $73K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 295 | $72K |
| Creekmur Asset Management LLC | 0.02% | No change | 295 | $72K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 293 | $72K |
| St Germain D J Co. Inc. | 0.00% | No change | 284 | $69K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 277 | $68K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -1.1% | 275 | $67K |
| Atticus Wealth Management, LLC | 0.02% | No change | 272 | $67K |
| 2UniFi Bank | 0.04% | Reduce -65.8% | 252 | $66K |
| Clean Yield Group | 0.02% | No change | 254 | $62K |
| Balentine LLC | 0.00% | No change | 253 | $62K |
| United Community Bank | 0.02% | Reduce -40.9% | 250 | $61K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $61K |
| Nordwand Advisors, LLC | 0.02% | No change | 230 | $56K |
| Archer Investment Corp | 0.01% | No change | 229 | $56K |
| AlphaCore Capital LLC | 0.00% | New | 226 | $55K |
| Angeles Wealth Management, LLC | 0.00% | No change | 225 | $55K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $55K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $54K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.5% | 214 | $52K |
| Pineridge Advisors LLC | 0.02% | Add +165.0% | 212 | $52K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $51K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.4% | 208 | $51K |
| Comprehensive Financial Planning, Inc. | 0.05% | No change | 200 | $49K |
| Horizons Wealth Management | 0.04% | New | 195 | $48K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 194 | $47K |
| Optimum Investment Advisors | 0.02% | No change | 190 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $46K |
| Eukles Asset Management | 0.02% | No change | 181 | $44K |
| Windsor Advisory Group, LLC | 0.06% | No change | 180 | $44K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -84.8% | 176 | $43K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 173 | $42K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 168 | $41K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $40K |
| Fairman Group, LLC | 0.04% | No change | 158 | $40K |
| Winch Advisory Services, LLC | 0.01% | No change | 160 | $39K |
| Independence Bank of Kentucky | 0.01% | Reduce -51.6% | 155 | $38K |
| Eastern Bank | 0.00% | No change | 151 | $37K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $37K |
| Garde Capital, Inc. | 0.00% | New | 150 | $37K |
| Concord Wealth Partners | 0.01% | Add +0.7% | 150 | $37K |
| Topsail Wealth Management, LLC | 0.01% | No change | 138 | $34K |
| Logan Capital Management Inc. | 0.00% | Reduce -52.9% | 138 | $34K |
| Abound Wealth Management | 0.01% | No change | 136 | $33K |
| Beacon Capital Management, LLC | 0.00% | No change | 129 | $32K |
| Heritage Wealth Advisors | 0.00% | No change | 129 | $32K |
| EPG Wealth Management LLC | 0.01% | No change | 127 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $29K |
| Roxbury Financial LLC | 0.03% | No change | 110 | $29K |
| Bogart Wealth, LLC | 0.00% | Add +109.1% | 115 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 103 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 104 | $25K |
| Pinney & Scofield, Inc. | 0.02% | No change | 101 | $25K |
| Kentucky Trust Co | 0.01% | No change | 100 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $24K |
| Global Financial Private Client, LLC | 0.01% | No change | 98 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 93 | $23K |
| Field & Main Bank | 0.01% | No change | 90 | $22K |
| Center for Financial Planning, Inc. | 0.00% | Add +120.0% | 88 | $22K |
| Tradewinds Capital Management, LLC | 0.01% | New | 87 | $21K |
| Aventura Private Wealth, LLC | 0.01% | Add +180.0% | 84 | $21K |
| Blue Trust, Inc. | 0.00% | No change | 82 | $20K |
| Lanark Financial, Inc. | 0.00% | — | 82 | $20K |
| Robinswood Financial LLC | 0.01% | Add +72.3% | 81 | $20K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -2.6% | 75 | $18K |
| Accredited Wealth Management, LLC | 0.01% | No change | 72 | $18K |
| Painted Porch Advisors LLC | 0.01% | No change | 60 | $15K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 57 | $14K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 56 | $14K |
| Pacific Center for Financial Services | 0.00% | No change | 55 | $13K |
| Perkins Coie Trust Co | 0.00% | New | 54 | $13K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 53 | $13K |
| Howe & Rusling Inc. | 0.00% | Add +6.4% | 50 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -87.5% | 48 | $12K |
| Davis Capital Management | 0.01% | No change | 48 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -61.0% | 48 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 44 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 43 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 37 | $9K |
| Dakota Community Bank & Trust NA | 0.04% | New | 37 | $9K |
| Avalon Trust Co | 0.00% | Reduce -42.2% | 37 | $9K |
| Thompson Investment Management, Inc. | 0.00% | New | 36 | $9K |
| Anfield Capital Management, 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 |
| Financial Network Wealth Advisors LLC | 0.01% | New | 28 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 28 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $6K |
| Bristlecone Advisors, LLC | 0.00% | New | 23 | $6K |
| Transce3nd, LLC | 0.00% | Reduce -98.9% | 20 | $5K |
| TruNorth Capital Management, LLC | 0.00% | No change | 19 | $5K |
| Lindbrook Capital, LLC | 0.00% | New | 17 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $4K |
| Richardson Capital Management LLC | 0.00% | No change | 14 | $3K |
| Capital A Wealth Management, LLC | 0.00% | New | 13 | $3K |
| First Financial Corp. | 0.00% | No change | 13 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | New | 10 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 10 | $2K |
| GeoWealth Management, LLC | 0.00% | No change | 10 | $2K |
| Advanced Asset Management Advisors Inc | 0.00% | New | 7 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 5 | $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 | $979 |
| Bernard Wealth Management Corp. | 0.00% | No change | 4 | $979 |
| Fairway Wealth LLC | 0.00% | New | 3 | $734 |
| Christopher J. Hasenberg, Inc | 0.00% | New | 2 | $492 |
| Twin City Private Wealth, LLC | 0.00% | New | 2 | $490 |
| 3Chopt Investment Partners, LLC | 0.00% | New | 1 | $245 |
| Centerpoint Advisors, LLC | 0.00% | No change | 2 | $0 |
| Keener Financial Planning LLC | 0.00% | No change | 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.