Vngrd Mrngstr MC GRW ETF-UsdVOTETF
13F holders, Q3 2025 (September 30)1,020holders +7
62new positions
43sold out
6famous investors
$293.74avg. 13F price*
At the end of Q3 2025, 1,020 institutions reported holding Vngrd Mrngstr MC GRW ETF-Usd (VOT) in their 13F filings, up 7 from Q2 2025. 62 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($860.5M), Assetmark, Inc. ($633.7M) and Royal Bank of Canada ($580.0M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vngrd Mrngstr MC GRW ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q3 2025)
- CUSIP
- 922908538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $380.0M |
| Exits | 43 | $45.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,648,882 shares bought and 1,323,936 shares sold, net +1,324,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,020 holders
| Morgan Stanley | 0.05% | Add +2.5% | 2,928,796 | $860.5M |
| Assetmark, Inc. | 1.36% | Reduce -12.3% | 2,156,990 | $633.7M |
| Royal Bank of Canada | 0.10% | Reduce -6.4% | 1,974,327 | $580.0M |
| Bank of America Corp. | 0.04% | Reduce -3.7% | 1,927,461 | $566.3M |
| Wells Fargo & Company | 0.09% | Add +5.5% | 1,575,042 | $462.7M |
| PNC Financial Services Group, Inc. | 0.20% | Add +1.6% | 1,115,856 | $327.8M |
| UBS Group AG | 0.06% | Reduce -5.8% | 1,070,579 | $314.5M |
| Truepoint, Inc. | 7.13% | Add +0.7% | 1,042,813 | $306.4M |
| Vantagepoint Investment Advisers LLC | 2.25% | New | 936,577 | $275.2M |
| LPL Financial LLC | 0.07% | Add +10.4% | 820,745 | $241.1M |
| Jones Financial Companies LLLP | 0.16% | Add +5.1% | 806,462 | $235.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +3.2% | 738,797 | $217.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.2% | 651,049 | $191.3M |
| Tiaa Trust, National Association | 0.45% | Reduce -4.4% | 624,932 | $183.6M |
| Moneta Group Investment Advisors LLC | 1.45% | Add +4.0% | 621,300 | $182.5M |
| Stifel Financial Corp. | 0.13% | Add +3.5% | 481,159 | $141.4M |
| Stephens Group Asset Management, LLC | 8.87% | Add +17.8% | 447,765 | $131.5M |
| Raymond James Financial Inc. | 0.04% | Add +14.2% | 446,471 | $131.2M |
| Rockefeller Capital Management L.P. | 0.25% | Add +6.4% | 427,241 | $125.5M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -8.9% | 357,320 | $105.0M |
| Avior Wealth Management, LLC | 3.25% | Reduce -3.6% | 343,591 | $100.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -8.3% | 308,757 | $90.4M |
| Ameriprise Financial Inc. | 0.02% | Add +3.2% | 303,699 | $89.2M |
| Truist Financial Corp. | 0.10% | Add +0.7% | 259,415 | $76.2M |
| Waverly Advisors, LLC | 0.74% | Reduce -1.5% | 253,586 | $74.5M |
| FMR LLC | 0.00% | Reduce -1.4% | 249,183 | $73.2M |
| Cetera Investment Advisers | 0.08% | Add +34.7% | 222,852 | $65.5M |
| Orgel Wealth Management, LLC | 1.47% | Reduce -0.8% | 219,453 | $64.5M |
| BNP Paribas Financial Markets | 0.05% | Add +24.6% | 215,727 | $63.4M |
| McAdam, LLC | 2.80% | Add +3.9% | 193,622 | $56.9M |
| Equitable Holdings, Inc. | 0.39% | Add +0.9% | 182,162 | $53.5M |
| Private Advisor Group, LLC | 0.26% | Add +1.3% | 179,130 | $52.6M |
| Mariner, LLC | 0.06% | Add +5.8% | 162,918 | $47.9M |
| MML Investors Services, LLC | 0.13% | Add +5.9% | 160,394 | $47.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 159,024 | $46.7M |
| Trust Co | 4.53% | Add +1.2% | 150,878 | $44.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.0% | 147,291 | $43.3M |
| 1832 Asset Management L.P. | 0.07% | Reduce -0.6% | 146,332 | $43.0M |
| NewEdge Advisors, LLC | 0.19% | Add +9.2% | 139,941 | $41.1M |
| Creative Planning | 0.03% | Add +3.5% | 138,573 | $40.7M |
| Kwmg, LLC | 3.50% | Add +1.6% | 135,832 | $39.9M |
| HighTower Advisors, LLC | 0.04% | Add +4.8% | 132,493 | $38.9M |
| US Bancorp \de | 0.04% | Add +10.5% | 126,396 | $37.2M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -6.9% | 126,185 | $37.1M |
| Wilmington Savings Fund Society, FSB | 0.84% | Reduce -10.4% | 118,482 | $34.8M |
| WoodTrust Financial Corp | 3.80% | New | 108,703 | $31.9M |
| Benjamin Edwards Inc. | 0.35% | Add +3.1% | 106,753 | $31.4M |
| Cassaday & Co Wealth Management LLC | 0.72% | Reduce -0.5% | 105,932 | $31.1M |
| Bragg Financial Advisors, Inc | 1.01% | Reduce -0.2% | 103,764 | $30.5M |
| Bryn Mawr Trust Advisors, LLC | 1.51% | Add +2.5% | 103,639 | $30.4M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -0.9% | 101,726 | $29.9M |
| Glenview Trust Co | 0.47% | Add +29.2% | 100,029 | $29.4M |
| Ocean Park Asset Management, LLC | 1.18% | New | 97,667 | $28.7M |
| Adventist Health System/ West | 4.63% | Reduce -26.2% | 96,768 | $28.4M |
| Rodgers & Associates, LTD | 2.86% | Reduce -0.3% | 94,339 | $27.7M |
| Aire Advisors, LLC | 4.62% | Add +0.6% | 86,662 | $25.5M |
| Dakota Wealth Management | 0.51% | Add +0.9% | 86,458 | $25.4M |
| Presilium Private Wealth, LLC | 4.81% | Add +1.6% | 86,295 | $25.4M |
| BHK Investment Advisors, LLC | 9.45% | Reduce -2.7% | 86,057 | $25.3M |
| Betterment LLC | 0.05% | Add +1.9% | 84,539 | $24.8M |
| Praetorian Wealth Management, Inc. | 4.96% | Add +0.3% | 82,350 | $24.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -2.6% | 81,757 | $24.0M |
| Black Diamond Financial, LLC | 2.58% | Add +31.1% | 78,310 | $23.0M |
| Corient Private Wealth LP | 0.04% | Add +310.8% | 77,517 | $22.8M |
| MAI Capital Management | 0.14% | Add +1.8% | 76,570 | $22.5M |
| Cary Street Partners Financial LLC | 0.58% | Add +5.7% | 75,859 | $22.3M |
| Condor Capital Management | 1.76% | Reduce -7.1% | 73,213 | $21.5M |
| Farther Finance Advisors, LLC | 0.32% | Add +4115.0% | 72,961 | $21.4M |
| Cwm, LLC | 0.06% | Add +2.7% | 72,362 | $21.3M |
| Systelligence, LLC | 3.98% | Add +1.6% | 71,363 | $21.0M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -14.7% | 70,918 | $20.8M |
| Belpointe Asset Management LLC | 0.77% | Add +13.1% | 68,924 | $20.2M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +36.7% | 65,199 | $19.2M |
| Total Wealth Planning, LLC | 2.21% | Reduce -0.3% | 64,943 | $19.1M |
| IFP Advisors, Inc | 0.49% | Add +68.7% | 63,713 | $18.7M |
| &partners | 0.12% | Add +4.7% | 61,639 | $18.1M |
| Roberts Financial Services LLC | 5.50% | Reduce -0.0% | 57,914 | $17.0M |
| Synovus Financial Corp. | 0.19% | Reduce -0.5% | 57,764 | $17.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -10.9% | 57,770 | $17.0M |
| Focus Partners Wealth | 0.03% | Add +71.9% | 57,196 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -25.5% | 56,857 | $16.7M |
| Eagle Strategies LLC | 2.22% | Add +1.0% | 56,541 | $16.6M |
| Opes Wealth Management LLC | 2.82% | Add +1.1% | 54,540 | $16.0M |
| Marion Wealth Management | 3.80% | Reduce -1.3% | 54,479 | $16.0M |
| Davis Investment Partners, LLC | 5.04% | Reduce -0.5% | 50,256 | $14.8M |
| Independent Financial Group, LLC | 0.35% | Add +1.3% | 49,573 | $14.6M |
| Axiom Financial Strategies, LLC | 6.21% | New | 49,128 | $14.4M |
| Blair William & Co. | 0.04% | Reduce -13.7% | 48,606 | $14.3M |
| Payne Capital Management, LLC | 4.59% | Add +14.7% | 48,484 | $14.2M |
| Avantax Planning Partners, Inc. | 0.41% | Reduce -1.6% | 48,104 | $14.1M |
| Commerce Bank | 0.08% | Add +1.5% | 47,723 | $14.0M |
| Fifth Third Bancorp | 0.04% | Add +11.2% | 47,155 | $13.9M |
| Advisory Alpha, LLC | 0.38% | Add +8.1% | 46,403 | $13.7M |
| Compton Wealth Advisory Group, LLC | 3.17% | Reduce -0.8% | 46,545 | $13.7M |
| Captrust Financial Advisors | 0.03% | Reduce -2.3% | 46,046 | $13.5M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +1.5% | 45,533 | $13.4M |
| First Horizon Corp. | 0.63% | — | 45,535 | $13.4M |
| Strategic Investment Advisors / MI | 1.20% | Reduce -11.7% | 45,270 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.9% | 45,278 | $13.3M |
| GHP Investment Advisors, Inc. | 0.56% | Add +0.7% | 44,997 | $13.2M |
| Allworth Financial LP | 0.06% | Reduce -1.5% | 44,700 | $13.1M |
| LMCG Investments, LLC | 0.77% | Reduce -3.5% | 44,630 | $13.1M |
| Highland Capital Management, LLC | 0.63% | Reduce -0.3% | 43,360 | $12.7M |
| D.A. Davidson & Co. | 0.08% | Add +5.9% | 42,936 | $12.6M |
| Clayton Financial Group LLC | 9.07% | Add +40.3% | 42,269 | $12.4M |
| Arvest Investments, Inc. | 1.77% | Reduce -5.0% | 41,890 | $12.3M |
| NorthStar Asset Management LLC | 5.69% | Add +3.7% | 40,453 | $11.9M |
| Wolff Financial Management LLC | 2.75% | Reduce -1.9% | 40,377 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.6% | 39,679 | $11.7M |
| Bokf, NA | 0.17% | Add +23.1% | 38,442 | $11.3M |
| Connecticut Wealth Management, LLC | 0.50% | Reduce -1.6% | 38,407 | $11.3M |
| Operose Advisors LLC | 2.81% | Reduce -1.7% | 38,342 | $11.3M |
| Regimen Wealth, LLC | 3.34% | Reduce -0.7% | 38,341 | $11.3M |
| Associated Banc-Corp | 0.30% | Add +36.8% | 38,284 | $11.2M |
| NewEdge Wealth, LLC | 0.16% | Add +17.2% | 38,752 | $11.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -10.6% | 36,680 | $10.8M |
| Addison Advisors LLC | 2.50% | Reduce -1.3% | 36,640 | $10.8M |
| RTD Financial Advisors, Inc. | 1.28% | Reduce -2.1% | 36,270 | $10.7M |
| Midwest Trust Co | 0.14% | Reduce -1.1% | 36,112 | $10.6M |
| Sage Financial Group Inc. | 0.71% | Add +1.9% | 35,612 | $10.5M |
| Comerica Bank | 0.04% | Reduce -13.7% | 35,466 | $10.4M |
| Marietta Wealth Management, LLC | 1.27% | Add +47.0% | 35,415 | $10.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Add +10.3% | 34,814 | $10.2M |
| Tidal Investments LLC | 0.04% | Reduce -18.0% | 34,448 | $10.1M |
| Gladwyn Financial Advisors, Inc. | 7.21% | Add +0.7% | 34,188 | $10.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +19.0% | 33,951 | $10.0M |
| SWAN Capital LLC | 3.98% | Reduce -25.9% | 33,444 | $9.8M |
| HRC Wealth Management, LLC | 4.71% | Add +5.7% | 32,906 | $9.7M |
| Prosperity Planning, Inc. | 3.58% | Reduce -0.1% | 32,296 | $9.5M |
| MorganRosel Wealth Management, LLC | 2.43% | Add +9.8% | 31,856 | $9.4M |
| Transamerica Financial Advisors, LLC | 0.77% | Add +0.9% | 31,392 | $9.2M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -1.6% | 31,206 | $9.2M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.1% | 30,965 | $9.1M |
| MassMutual Private Wealth & Trust, FSB | 0.23% | Reduce -6.2% | 30,731 | $9.0M |
| Inspire Trust Co, N.A. | 1.63% | Add +7.0% | 30,500 | $9.0M |
| Fusion Capital, LLC | 2.56% | Add +9.4% | 30,196 | $8.8M |
| CX Institutional | 0.26% | Reduce -1.1% | 29,574 | $8.7M |
| 360 Financial, Inc. | 2.79% | Reduce -0.3% | 29,521 | $8.7M |
| Hapanowicz & Associates Financial Services, Inc | 3.94% | Add +2.6% | 29,051 | $8.5M |
| Pittenger & Anderson Inc. | 0.31% | No change | 28,980 | $8.5M |
| Bank of Montreal | 0.00% | Add +5.6% | 28,959 | $8.5M |
| Spire Wealth Management | 0.29% | Add +807.6% | 28,635 | $8.4M |
| Bare Financial Services, Inc | 2.50% | Add +7.6% | 28,509 | $8.4M |
| Ally Invest Advisors Inc. | 0.58% | Add +9.7% | 27,662 | $8.1M |
| Provident Wealth Management, LLC | 2.45% | Reduce -0.3% | 27,621 | $8.1M |
| Ascent Group, LLC | 0.29% | Add +9.7% | 27,611 | $8.1M |
| Cerity Partners LLC | 0.01% | Reduce -1.0% | 27,423 | $8.1M |
| JMG Financial Group, Ltd. | 0.23% | Reduce -0.5% | 26,942 | $7.9M |
| Leavell Investment Management, Inc. | 0.33% | Add +5.9% | 26,614 | $7.8M |
| Peak Retirement Planning, Inc. | 2.19% | Add +37.5% | 26,466 | $7.8M |
| Regal Investment Advisors LLC | 0.51% | Reduce -0.6% | 26,431 | $7.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.18% | Add +2.3% | 26,294 | $7.7M |
| NFSG Corp | 1.15% | Add +5.8% | 26,109 | $7.7M |
| Capitolis Liquid Global Markets LLC | 0.06% | Add +50.0% | 26,100 | $7.7M |
| Old National Bancorp | 0.13% | Add +1.2% | 26,031 | $7.6M |
| Aprio Wealth Management, LLC | 0.75% | Reduce -26.5% | 25,680 | $7.5M |
| Fifth Third Securities, Inc. | 0.51% | Add +4.6% | 25,252 | $7.4M |
| Aufman Associates Inc | 4.10% | Reduce -3.2% | 24,822 | $7.3M |
| Capital Investment Counsel, LLC | 1.05% | Add +1.2% | 24,350 | $7.2M |
| Everhart Financial Group, Inc. | 0.71% | Add +6.8% | 24,192 | $7.1M |
| HB Wealth Management, LLC | 0.05% | Add +6.6% | 23,997 | $7.1M |
| Thrive Capital Management, LLC | 1.82% | Add +6.4% | 23,985 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Reduce -2.8% | 23,910 | $7.0M |
| Stephens Inc. | 0.09% | Reduce -3.4% | 23,838 | $7.0M |
| Cranbrook Wealth Management, LLC | 1.39% | Reduce -6.8% | 23,632 | $6.9M |
| Kieckhefer Group LLC | 3.25% | Add +0.2% | 23,626 | $6.9M |
| Brown Advisory Inc. | 0.01% | Add +21.8% | 23,491 | $6.9M |
| Redwood Investment Management, LLC | 0.73% | Add +162.6% | 22,987 | $6.8M |
| IVC Wealth Advisors LLC | 2.99% | Reduce -0.4% | 22,798 | $6.7M |
| Trustmark Bank Trust Department | 0.43% | Add +0.7% | 22,629 | $6.6M |
| Harbor Investment Advisory, LLC | 0.55% | Add +12.6% | 22,576 | $6.6M |
| Texas Yale Capital Corp. | 0.21% | Add +0.0% | 22,442 | $6.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.4% | 22,433 | $6.6M |
| Zeit Capital LLC | 4.39% | Reduce -0.5% | 22,008 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +8.9% | 21,929 | $6.4M |
| SOA Wealth Advisors, LLC. | 1.04% | Reduce -7.0% | 21,725 | $6.4M |
| Greenup Street Wealth Management LLC | 0.98% | New | 21,659 | $6.4M |
| HFG Advisors, Inc. | 4.65% | Add +0.5% | 21,458 | $6.3M |
| Genesis Private Wealth, LLC | 2.63% | Add +0.7% | 21,308 | $6.3M |
| Merit Financial Group, LLC | 0.06% | Reduce -8.6% | 21,271 | $6.2M |
| Meridian Wealth Management, LLC | 0.24% | Add +2.0% | 21,183 | $6.2M |
| CENTRAL TRUST Co | 0.13% | Add +23.1% | 20,940 | $6.2M |
| Goepper Burkhardt LLC | 2.09% | Reduce -2.1% | 20,840 | $6.1M |
| Asset Management Group, Inc. | 0.99% | Reduce -0.9% | 20,503 | $6.0M |
| Tenret Co LLC | 3.07% | Reduce -0.3% | 20,207 | $5.9M |
| Councilor Wealth, LLC | 2.69% | Add +6.8% | 19,745 | $5.8M |
| Mma Asset Management LLC | 1.92% | Reduce -10.7% | 19,574 | $5.8M |
| Prosperity Consulting Group, LLC | 0.28% | Reduce -1.7% | 19,526 | $5.7M |
| Mosaic Family Wealth Partners, LLC | 0.67% | Add +0.3% | 19,493 | $5.7M |
| Citizens Financial Group Inc. | 0.08% | Reduce -0.2% | 19,259 | $5.7M |
| Mather Group, Llc. | 0.06% | Add +0.1% | 19,244 | $5.7M |
| Planning Directions Inc. | 2.92% | Reduce -0.3% | 19,058 | $5.6M |
| Sound Income Strategies, LLC | 0.30% | Add +77.9% | 18,750 | $5.5M |
| Perigon Wealth Management, LLC | 0.11% | Add +5.2% | 18,624 | $5.5M |
| Eclectic Associates Inc. | 1.00% | Reduce -5.7% | 18,542 | $5.4M |
| Caprock Group, LLC | 0.13% | — | 18,689 | $5.4M |
| Nwam LLC | 0.28% | Add +0.7% | 17,584 | $5.2M |
| First United Bank & Trust | 1.67% | Add +0.7% | 17,472 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +29.9% | 17,384 | $5.1M |
| Integrity Alliance, Llc. | 0.24% | Reduce -40.5% | 17,373 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +117.3% | 17,332 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +7.7% | 17,233 | $5.1M |
| Brookstone Capital Management | 0.06% | Add +68.5% | 16,829 | $4.9M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +3.6% | 16,645 | $4.9M |
| Titleist Asset Management, LLC | 0.42% | Add +0.4% | 16,344 | $4.8M |
| Sagace Wealth Management LLC | 3.25% | Reduce -12.1% | 16,246 | $4.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -10.4% | 16,026 | $4.7M |
| Destiny Wealth Partners, LLC | 0.57% | Reduce -7.2% | 15,867 | $4.7M |
| Moneco Advisors, LLC | 0.39% | Reduce -2.6% | 15,760 | $4.6M |
| Shira Ridge Wealth Management | 1.94% | Reduce -1.5% | 15,582 | $4.6M |
| Ifrah Financial Services, Inc. | 1.18% | Reduce -0.9% | 15,454 | $4.5M |
| Savant Capital, LLC | 0.03% | Reduce -5.1% | 15,369 | $4.5M |
| Capital Analysts, LLC | 0.13% | Add +619.1% | 14,908 | $4.4M |
| MidAtlantic Capital Management, Inc. | 2.99% | Reduce -0.3% | 14,905 | $4.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -1.9% | 14,784 | $4.3M |
| Baring Financial LLC | 2.95% | Add +4.4% | 14,729 | $4.3M |
| IHT Wealth Management, LLC | 0.11% | Add +176.6% | 14,724 | $4.3M |
| Keel Point, LLC | 0.26% | Add +2.7% | 14,557 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.9% | 14,439 | $4.2M |
| Willis Johnson & Associates, Inc. | 0.26% | Reduce -11.4% | 14,404 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +1.2% | 14,285 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +7.0% | 14,208 | $4.2M |
| Krilogy Financial LLC | 0.16% | New | 14,503 | $4.2M |
| Clark Financial Services Group Inc. | 2.20% | Reduce -0.0% | 14,113 | $4.1M |
| Juncture Wealth Strategies, LLC | 1.38% | Reduce -12.0% | 14,029 | $4.1M |
| JPL Wealth Management, LLC | 0.97% | Reduce -3.1% | 13,959 | $4.1M |
| Valley Wealth Managers, Inc. | 0.27% | Reduce -3.7% | 13,645 | $4.0M |
| Cohen Klingenstein LLC | 0.12% | No change | 13,565 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +7.0% | 13,386 | $3.9M |
| LifePlan Investment Advisors, Inc. | 1.65% | Reduce -0.8% | 13,372 | $3.9M |
| Wedmont Private Capital | 0.14% | Add +15.2% | 13,029 | $3.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +41.6% | 13,015 | $3.8M |
| OneAscent Financial Services LLC | 0.25% | Add +163.5% | 12,950 | $3.8M |
| Signet Financial Management, LLC | 0.44% | Reduce -1.4% | 12,926 | $3.8M |
| MSH Capital Advisors LLC | 1.02% | No change | 12,902 | $3.8M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.2% | 12,845 | $3.8M |
| TFB Advisors LLC | 1.09% | Reduce -30.9% | 12,770 | $3.7M |
| Steph & Co. | 1.13% | Reduce -0.4% | 12,605 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Add +1.9% | 12,350 | $3.6M |
| American Financial & Tax Strategies Inc. | 1.78% | Reduce -3.6% | 12,152 | $3.6M |
| AQR Capital Management | 0.00% | Add +484.1% | 12,097 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +6.7% | 12,017 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.54% | Reduce -3.5% | 11,992 | $3.5M |
| Ballentine Partners, LLC | 0.05% | No change | 11,904 | $3.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +8.8% | 11,828 | $3.5M |
| Brighton Jones LLC | 0.08% | Add +2.3% | 11,867 | $3.5M |
| Moody National Bank Trust Division | 0.29% | No change | 11,849 | $3.5M |
| Clearstead Advisors, LLC | 0.05% | Reduce -10.7% | 11,808 | $3.5M |
| SageView Advisory Group, LLC | 0.12% | Reduce -0.5% | 11,756 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 11,712 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Add +25.3% | 11,530 | $3.4M |
| Founders Grove Wealth Partners, LLC | 0.79% | Reduce -4.0% | 11,493 | $3.4M |
| SilverOak Wealth Management LLC | 0.57% | Add +1.6% | 11,486 | $3.4M |
| World Investment Advisors | 0.07% | Reduce -89.7% | 11,471 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +9.5% | 11,249 | $3.3M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -2.3% | 11,192 | $3.3M |
| PFG Advisors | 0.13% | New | 11,168 | $3.3M |
| Patriot Investment Management Group, Inc. | 0.21% | Reduce -0.1% | 10,965 | $3.2M |
| Checchi Capital Advisers, LLC | 0.22% | Reduce -59.0% | 10,893 | $3.2M |
| SOL Capital Management CO | 0.28% | No change | 10,807 | $3.2M |
| Absolute Capital Management, LLC | 1.36% | New | 10,800 | $3.2M |
| Sterling Financial Planning, Inc. | 0.99% | Reduce -2.7% | 10,722 | $3.2M |
| Ameriflex Group, Inc. | 1.18% | Add +87.3% | 10,674 | $3.1M |
| Citigroup Inc. | 0.00% | Add +2.5% | 10,657 | $3.1M |
| Tower View Wealth Management LLC | 1.62% | Add +13.0% | 10,630 | $3.1M |
| Joseph P. Lucia & Associates, LLC | 1.17% | Reduce -1.4% | 10,593 | $3.1M |
| Wealth Alliance, LLC | 0.32% | Reduce -8.3% | 10,565 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1.2% | 10,564 | $3.1M |
| IFG Advisory, LLC | 0.14% | Add +2.3% | 10,443 | $3.1M |
| Principal Securities, Inc. | 0.05% | Add +3.2% | 10,427 | $3.1M |
| WealthShield Partners, LLC | 0.35% | Reduce -4.7% | 10,419 | $3.1M |
| KPP Advisory Services LLC | 0.45% | Add +0.5% | 10,289 | $3.0M |
| Mustard Seed Financial, LLC | 1.93% | Add +1.8% | 10,235 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.34% | Reduce -1.0% | 10,204 | $3.0M |
| Victory Financial Group, LLC | 0.41% | Reduce -2.2% | 10,176 | $3.0M |
| Tme Financial, Inc. | 2.22% | Add +4.2% | 10,070 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +5.2% | 9,969 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.1% | 9,700 | $2.8M |
| Quadrant Capital Group LLC | 0.09% | Add +38.1% | 9,697 | $2.8M |
| Choreo, LLC | 0.04% | Reduce -3.3% | 9,659 | $2.8M |
| Fingerlakes Wealth Management, Inc. | 1.85% | Add +2.4% | 9,656 | $2.8M |
| CJM Wealth Advisers, Ltd. | 0.87% | Add +0.0% | 9,615 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -3.4% | 9,574 | $2.8M |
| Werba Rubin Papier Wealth Management | 0.45% | Add +1.3% | 9,510 | $2.8M |
| Intergy Private Wealth, LLC | 0.87% | Reduce -0.9% | 9,481 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -0.6% | 9,462 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +3.3% | 9,394 | $2.8M |
| Magnus Financial Group LLC | 0.21% | Reduce -0.1% | 9,108 | $2.7M |
| Sawgrass Asset Management LLC | 0.33% | Add +0.4% | 9,080 | $2.7M |
| Vanguard Group Inc. | 0.00% | Add +16.1% | 8,991 | $2.6M |
| Meridian Financial Advisors, LLC | 1.47% | Reduce -1.0% | 8,898 | $2.6M |
| Cooksen Wealth, LLC | 1.94% | Reduce -13.1% | 8,841 | $2.6M |
| Harbour Investments, Inc. | 0.06% | Add +1.7% | 8,811 | $2.6M |
| Tsfg, LLC | 0.41% | Reduce -18.4% | 8,765 | $2.6M |
| Main Street Financial Solutions, LLC | 0.16% | Reduce -0.7% | 8,678 | $2.5M |
| Founders Financial Securities LLC | 0.17% | Add +81.5% | 8,660 | $2.5M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -4.4% | 8,572 | $2.5M |
| ERn Financial, LLC | 0.50% | Add +0.0% | 8,541 | $2.5M |
| Insight Advisors, LLC/ PA | 0.38% | No change | 8,481 | $2.5M |
| Tritonpoint Wealth, LLC | 0.21% | Reduce -8.5% | 8,442 | $2.5M |
| Fidelis Capital Partners, LLC | 0.19% | No change | 8,389 | $2.5M |
| Causey Wealth LLC | 1.19% | Reduce -1.5% | 8,313 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +25.7% | 8,309 | $2.4M |
| Kassira Wealth Management LLC | 2.32% | — | 8,185 | $2.4M |
| Weinberger Asset Management, Inc | 0.87% | Reduce -10.4% | 8,149 | $2.4M |
| Visionary Wealth Advisors | 0.11% | Reduce -0.0% | 8,140 | $2.4M |
| Alexander Labrunerie & Co., Inc. | 0.87% | Add +60.6% | 7,938 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | No change | 7,915 | $2.3M |
| Base Wealth Management LLC | 1.32% | Add +7.7% | 7,909 | $2.3M |
| ProVise Management Group, LLC | 0.17% | Reduce -0.1% | 7,903 | $2.3M |
| Sovran Advisors, LLC | 0.20% | Add +4.0% | 7,998 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +7.1% | 7,876 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +6.9% | 7,814 | $2.3M |
| Americana Partners, LLC | 0.07% | No change | 7,755 | $2.3M |
| Simmons Bank | 0.15% | Reduce -6.1% | 7,738 | $2.3M |
| Colonial Trust Co / SC | 0.30% | No change | 7,701 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.32% | Add +0.3% | 9,249 | $2.3M |
| Virtu Financial LLC | 0.13% | New | 7,643 | $2.2M |
| Creative Financial Designs Inc. | 0.15% | Add +6.2% | 7,622 | $2.2M |
| First American Trust, FSB | 0.16% | Add +19.1% | 7,590 | $2.2M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.1% | 7,578 | $2.2M |
| Venture Visionary Partners LLC | 0.08% | Reduce -10.6% | 7,548 | $2.2M |
| Stuart Investment Advisors, Inc. | 2.08% | Reduce -13.2% | 7,542 | $2.2M |
| Stevens Capital Partners | 0.65% | Add +3.7% | 7,432 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.8% | 7,423 | $2.2M |
| Silver Lake Advisory, LLC | 0.87% | Reduce -0.4% | 7,418 | $2.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | Add +17.3% | 7,316 | $2.2M |
| Asset Allocation & Management Company, LLC | 0.92% | No change | 7,329 | $2.2M |
| Owen LaRue, LLC | 0.85% | Reduce -1.9% | 7,318 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -28.4% | 7,300 | $2.1M |
| Leading Edge Financial Planning LLC | 0.53% | Add +5.4% | 7,222 | $2.1M |
| Lowery Thomas, LLC | 1.22% | Add +1.4% | 7,199 | $2.1M |
| NBT Bank, N.A. | 0.14% | Add +2.9% | 7,450 | $2.1M |
| Lionshead Wealth Management, LLC | 1.66% | Add +32.0% | 7,119 | $2.1M |
| Fee-Only Financial Planning, L.C. | 1.21% | Reduce -1.0% | 7,078 | $2.1M |
| Uptick Partners, LLC | 0.54% | Reduce -4.7% | 7,030 | $2.1M |
| Fortis Capital Advisors, LLC | 0.33% | Add +1.8% | 7,004 | $2.1M |
| Pinnacle Financial Partners Inc | 0.05% | Add +0.2% | 6,988 | $2.1M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -0.6% | 6,939 | $2.0M |
| Washington Trust Advisors, Inc. | 0.15% | Add +2.4% | 6,835 | $2.0M |
| J Hagan Capital, Inc. | 1.22% | Add +6.9% | 6,828 | $2.0M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -0.1% | 6,786 | $2.0M |
| Richard P Slaughter Associates Inc | 0.42% | Reduce -9.2% | 6,703 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +3.2% | 6,566 | $1.9M |
| Plante Moran Financial Advisors, LLC | 0.12% | Reduce -3.4% | 6,556 | $1.9M |
| Maridea Wealth Management LLC | 0.30% | Add +115.2% | 6,499 | $1.9M |
| Arkadios Wealth Advisors | 0.05% | Add +11.6% | 6,426 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.34% | No change | 6,416 | $1.9M |
| MJT & Associates Financial Advisory Group, Inc. | 1.52% | Reduce -0.1% | 6,352 | $1.9M |
| Envision Financial Planning, LLC | 0.79% | Reduce -0.2% | 6,343 | $1.9M |
| Mascagni Wealth Management, Inc. | 1.43% | Reduce -3.8% | 6,296 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -5.3% | 6,294 | $1.8M |
| Mainstream Capital Management LLC | 1.23% | Reduce -2.3% | 6,286 | $1.8M |
| Geneva Partners, LLC | 0.67% | Add +9.9% | 6,274 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.22% | Reduce -1.2% | 6,257 | $1.8M |
| Family Manage LLC | 0.25% | Reduce -1.4% | 6,195 | $1.8M |
| Brady Martz Wealth Solutions, LLC | 0.33% | No change | 6,162 | $1.8M |
| Argent Trust Co | 0.06% | Reduce -2.0% | 6,150 | $1.8M |
| Wells Trecaso Financial Group, LLC | 0.85% | Reduce -28.1% | 6,095 | $1.8M |
| City Holding Co. | 0.23% | Reduce -0.1% | 6,093 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -1.0% | 6,064 | $1.8M |
| World Equity Group, Inc. | 0.40% | Add +1.3% | 6,024 | $1.8M |
| Cherrydale Wealth Management, LLC | 0.55% | Add +0.1% | 6,010 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +4.4% | 5,996 | $1.8M |
| Horizon Investments, LLC | 0.02% | Add +190.8% | 5,962 | $1.8M |
| Frisch Financial Group, Inc. | 0.40% | Reduce -5.1% | 5,883 | $1.7M |
| Valley National Advisers Inc. | 0.27% | Add +1.5% | 5,861 | $1.7M |
| Mathes Company, Inc. | 0.62% | No change | 5,820 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.3% | 5,814 | $1.7M |
| Csenge Advisory Group | 0.08% | Reduce -11.2% | 5,783 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -0.0% | 5,780 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -38.9% | 5,779 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +51.1% | 5,773 | $1.7M |
| Center For Asset Management LLC | 0.89% | Reduce -35.6% | 5,710 | $1.7M |
| Community Financial Services Group, LLC | 0.31% | Reduce -1.0% | 5,699 | $1.7M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -4.7% | 5,680 | $1.7M |
| Cozad Asset Management Inc. | 0.13% | Add +6.0% | 5,659 | $1.7M |
| Cibc World Market Inc. | 0.00% | No change | 5,617 | $1.7M |
| Falcon Wealth Planning | 0.15% | Reduce -10.1% | 5,616 | $1.6M |
| Hilltop National Bank | 0.40% | Add +0.7% | 5,531 | $1.6M |
| Novak & Powell Financial Services, Inc. | 0.84% | Add +163.7% | 5,437 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.1% | 5,424 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.18% | Add +17.1% | 5,416 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +0.1% | 5,403 | $1.6M |
| LifeWealth Investments, LLC | 0.52% | Add +3.2% | 5,391 | $1.6M |
| Busey Bank | 0.04% | Reduce -8.0% | 5,375 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | New | 5,304 | $1.6M |
| Legacy Edge Advisors, LLC | 0.18% | Add +2.3% | 5,300 | $1.6M |
| FC Advisory LLC | 0.45% | Add +4.8% | 5,261 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +1.5% | 5,247 | $1.5M |
| Baldwin Investment Management, LLC | 0.17% | No change | 5,150 | $1.5M |
| Cornerstone Advisory, LLC | 0.15% | Add +4.4% | 5,133 | $1.5M |
| Bank of Hawaii | 0.08% | No change | 5,117 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +32.0% | 5,058 | $1.5M |
| Next Capital Management LLC | 0.49% | Reduce -21.9% | 5,020 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +51.5% | 5,001 | $1.5M |
| Keybank National Association | 0.01% | Reduce -1.2% | 4,969 | $1.5M |
| Sierra Capital LLC | 0.16% | Add +26.3% | 4,954 | $1.5M |
| Wood Tarver Financial Group, LLC | 0.43% | Add +0.2% | 4,950 | $1.5M |
| Collective Family Office LLC | 0.35% | Add +6.7% | 4,922 | $1.4M |
| Warner Financial, Inc. | 0.54% | Add +19.9% | 4,919 | $1.4M |
| Nalls Sherbakoff Group, LLC | 0.97% | Add +2.0% | 4,894 | $1.4M |
| Dentgroup LLC | 0.92% | Reduce -0.0% | 4,871 | $1.4M |
| Alpine Bank Wealth Management | 0.20% | Reduce -30.3% | 4,847 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +132.7% | 4,822 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -37.9% | 4,812 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.92% | No change | 4,777 | $1.4M |
| Colonial Trust Advisors | 0.11% | Reduce -6.4% | 4,777 | $1.4M |
| Members Wealth LLC | 0.88% | — | 4,736 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +15.6% | 4,695 | $1.4M |
| Evergreen Wealth Management, LLC | 0.72% | Add +0.1% | 4,685 | $1.4M |
| Nicolet Advisory Services, LLC | 0.11% | Reduce -0.1% | 4,678 | $1.4M |
| TPG Financial Advisors, LLC | 0.51% | Reduce -1.3% | 4,667 | $1.4M |
| Michels Family Financial, LLC | 1.06% | Add +1.0% | 4,624 | $1.4M |
| Composition Wealth, LLC | 0.02% | Add +11.6% | 4,617 | $1.4M |
| Principle Wealth Partners LLC | 0.08% | No change | 4,591 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +35.5% | 4,582 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Add +3.3% | 4,574 | $1.3M |
| Consolidated Portfolio Review Corp | 0.17% | Reduce -2.0% | 4,531 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.38% | No change | 4,487 | $1.3M |
| Royal Fund Management, LLC | 0.16% | Reduce -15.7% | 4,451 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +174.1% | 4,467 | $1.3M |
| Capital Squared Financial LLC | 1.13% | Add +12.9% | 4,451 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Add +4.1% | 4,438 | $1.3M |
| Manchester Capital Management LLC | 0.18% | Add +0.5% | 4,431 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -17.4% | 4,407 | $1.3M |
| First PREMIER Bank | 0.29% | Add +17.0% | 4,402 | $1.3M |
| Transatlantique Private Wealth LLC | 0.42% | Add +3.5% | 4,403 | $1.3M |
| Fairscale Capital, LLC | 0.89% | Reduce -0.3% | 4,385 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.9% | 4,390 | $1.3M |
| Verus Capital Partners, LLC | 0.10% | Reduce -4.8% | 4,363 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Add +38.0% | 4,307 | $1.3M |
| Nova Wealth Management, Inc. | 0.89% | Add +112.8% | 4,300 | $1.3M |
| St. Louis Trust Co | 0.16% | No change | 4,289 | $1.3M |
| Congress Asset Management Co. | 0.01% | Reduce -7.6% | 4,273 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.1% | 4,254 | $1.2M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -3.4% | 4,234 | $1.2M |
| Accel Wealth Management | 0.36% | Add +68.8% | 4,178 | $1.2M |
| Silverlake Wealth Management LLC | 0.30% | Add +8.3% | 4,166 | $1.2M |
| Smartleaf Asset Management LLC | 0.08% | Add +26.6% | 4,163 | $1.2M |
| Norden Group LLC | 0.12% | Add +16.6% | 4,136 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | Add +8.2% | 4,059 | $1.2M |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 4,005 | $1.2M |
| Integrated Investment Consultants, LLC | 0.20% | Reduce -0.5% | 4,004 | $1.2M |
| Beacon Financial Planning, Inc. | 0.61% | Add +0.1% | 3,994 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +120.1% | 3,973 | $1.2M |
| BKM Wealth Management, LLC | 0.43% | Add +3.8% | 3,965 | $1.2M |
| Greenhouse Wealth Management, LLC | 0.69% | Add +0.1% | 3,894 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.38% | Reduce -8.1% | 3,888 | $1.1M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | No change | 3,842 | $1.1M |
| XML Financial, LLC | 0.09% | Reduce -0.5% | 3,823 | $1.1M |
| Waller Financial Planning Group, Inc. | 0.26% | Reduce -2.8% | 3,809 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.12% | Add +3.4% | 3,801 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -0.9% | 3,797 | $1.1M |
| JNBA Financial Advisors | 0.10% | Reduce -1.5% | 3,784 | $1.1M |
| Ironwood Financial, llc | 0.20% | Add +34.6% | 3,777 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | No change | 3,774 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +1.9% | 3,750 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.4% | 3,733 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -2.6% | 3,715 | $1.1M |
| Horizon Bancorp Inc. | 0.52% | Add +43.1% | 3,708 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 3,651 | $1.1M |
| Zions Bancorporation, National Association | 0.05% | No change | 3,632 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Reduce -0.1% | 3,630 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.17% | Add +1.4% | 3,622 | $1.1M |
| Flagstar Securities, Inc. | 0.33% | Add +1.4% | 3,610 | $1.1M |
| High Net Worth Advisory Group LLC | 0.25% | Add +138.9% | 3,583 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.8% | 3,554 | $1.0M |
| Oxinas Partners, LLC | 0.56% | Add +3.3% | 3,542 | $1.0M |
| Finward Bancorp | 0.79% | Reduce -7.6% | 3,535 | $1.0M |
| Oakworth Capital, Inc. | 0.06% | No change | 3,475 | $1.0M |
| Legacy Financial Group LLC | 0.13% | No change | 3,410 | $1.0M |
| Atlantic Union Bankshares Corp | 0.02% | Add +2.2% | 3,394 | $997K |
| CreativeOne Wealth, LLC | 0.02% | Add +7.4% | 3,380 | $993K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +34.8% | 3,370 | $990K |
| First Financial Bank - Trust Division | 0.08% | Add +0.5% | 3,344 | $982K |
| Certified Advisory Corp | 0.09% | Reduce -0.5% | 3,333 | $979K |
| Savvy Advisors, Inc. | 0.04% | Add +11.7% | 3,308 | $972K |
| McNamara Financial Services, Inc. | 0.18% | Reduce -2.3% | 3,296 | $968K |
| Ameritas Advisory Services, LLC | 0.06% | Add +30.8% | 3,288 | $966K |
| Moller Wealth Partners | 0.20% | Reduce -1.8% | 3,276 | $963K |
| National Bank of Canada | 0.00% | Add +14.3% | 3,267 | $959K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 3,262 | $958K |
| Calamos Wealth Management LLC | 0.03% | Add +1.8% | 3,226 | $948K |
| Bessemer Group Inc. | 0.00% | Add +9.9% | 3,165 | $931K |
| Sapient Capital LLC | 0.01% | Add +26.0% | 3,150 | $925K |
| Plancorp, LLC | 0.03% | Reduce -3.7% | 3,144 | $924K |
| Vise Technologies, Inc. | 0.03% | Add +31.3% | 3,115 | $915K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.5% | 3,107 | $913K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +13.4% | 3,088 | $907K |
| Wesbanco Bank Inc. | 0.03% | Add +13.0% | 3,083 | $906K |
| Gryphon Financial Partners LLC | 0.10% | Add +1.0% | 3,082 | $905K |
| Modera Wealth Management, LLC | 0.01% | Add +3.4% | 3,082 | $905K |
| Ritholtz Wealth Management | 0.02% | No change | 3,072 | $903K |
| Revolve Wealth Partners, LLC | 0.11% | Reduce -8.1% | 3,060 | $899K |
| First Manhattan Co. Llc. | 0.00% | No change | 3,055 | $899K |
| First Trust Advisors LP | 0.00% | Add +37.1% | 3,057 | $898K |
| Apollon Financial, LLC | 0.15% | Add +56.1% | 3,040 | $893K |
| Sowell Financial Services LLC | 0.03% | Reduce -10.3% | 3,031 | $890K |
| Synergy Asset Management, LLC | 0.03% | Add +242.9% | 3,086 | $890K |
| Burns Matteson Capital Management, LLC | 0.37% | Reduce -0.2% | 3,028 | $889K |
| Wick Capital Partners, LLC | 0.21% | Reduce -86.4% | 3,011 | $885K |
| Compound Planning, Inc. | 0.03% | Add +175.7% | 3,005 | $883K |
| Wealth Preservation Advisors, LLC | 0.51% | Add +0.0% | 2,997 | $880K |
| Carnegie Investment Counsel | 0.02% | Add +1.7% | 2,958 | $869K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -44.4% | 2,957 | $869K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -7.6% | 2,947 | $866K |
| Gotham Asset Management | 0.00% | Add +21.6% | 2,932 | $861K |
| Strategic Financial Partners, Ltd. | 0.39% | Reduce -2.9% | 2,923 | $859K |
| Freestone Capital Holdings, LLC | 0.03% | Add +59.9% | 2,918 | $857K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 2,914 | $856K |
| Founders Financial Alliance, LLC | 0.16% | Add +2.1% | 2,892 | $850K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Add +38.4% | 2,882 | $847K |
| Compass Capital Corp. /Ma/ | 0.37% | No change | 2,910 | $837K |
| Richmond Investment Services, LLC | 0.15% | Reduce -3.7% | 2,830 | $831K |
| SteelPeak Wealth, LLC | 0.03% | Add +29.1% | 2,810 | $826K |
| Waterfront Wealth Inc. | 0.17% | No change | 2,835 | $821K |
| Independent Wealth Network Inc. | 0.26% | Reduce -0.7% | 2,787 | $819K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -3.1% | 2,784 | $818K |
| Aviso Wealth Management | 0.36% | No change | 2,777 | $816K |
| Ridgewood Investments LLC | 0.34% | Reduce -1.5% | 2,770 | $814K |
| Kanawha Capital Management LLC | 0.06% | No change | 2,767 | $813K |
| Rosenblum Silverman Sutton S F Inc. | 0.19% | Add +12.2% | 2,765 | $812K |
| One Capital Management, LLC | 0.03% | Add +15.8% | 2,727 | $801K |
| Sepio Capital, LP | 0.05% | No change | 2,722 | $800K |
| Bernardo Wealth Planning LLC | 0.16% | No change | 2,720 | $799K |
| Roman Butler Fullerton & Co. | 0.21% | No change | 2,714 | $795K |
| Enclave Advisors LLC | 0.12% | No change | 2,656 | $780K |
| Washington Trust Bank | 0.06% | Add +1.4% | 2,654 | $780K |
| Signal Advisors Wealth, LLC | 0.07% | Add +32.1% | 2,648 | $778K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -0.1% | 2,641 | $776K |
| Wedbush Securities Inc. | 0.03% | Add +106.9% | 2,638 | $775K |
| Croban | 0.52% | Reduce -57.8% | 2,632 | $773K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 2,601 | $764K |
| Balboa Wealth Partners | 0.13% | Reduce -0.5% | 2,582 | $759K |
| Bridgewater Advisors Inc. | 0.05% | No change | 2,676 | $756K |
| Tudor Financial Inc. | 0.40% | Add +9.1% | 2,569 | $755K |
| Friday Financial | 0.31% | No change | 2,559 | $752K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -24.1% | 2,550 | $749K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,544 | $747K |
| Freedom Investment Management, Inc. | 0.20% | Reduce -34.7% | 2,539 | $746K |
| Anchor Investment Management, LLC | 0.06% | Add +23.7% | 2,518 | $740K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -6.5% | 2,521 | $739K |
| Bouvel Investment Partners, LLC | 0.23% | Reduce -1.7% | 2,505 | $736K |
| Roof Eidam Maycock Peralta, LLC | 0.18% | No change | 2,480 | $729K |
| Bridgewealth Advisory Group, LLC | 0.17% | Add +0.0% | 2,468 | $725K |
| Pinnacle Bancorp, Inc. | 0.21% | Reduce -0.7% | 2,449 | $719K |
| BCS Wealth Management | 0.16% | No change | 2,447 | $719K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +1.4% | 2,447 | $719K |
| Pinion Investment Advisors, LLC | 0.19% | Reduce -3.2% | 2,400 | $709K |
| Advus Financial Partners, LLC | 0.17% | No change | 2,400 | $705K |
| Aspiriant, LLC | 0.02% | No change | 2,398 | $705K |
| Evolution Advisers, Inc. | 0.32% | No change | 2,389 | $702K |
| Vance Wealth, LLC | 0.21% | Reduce -1.2% | 2,364 | $696K |
| West Bancorporation Inc. | 0.39% | New | 2,367 | $695K |
| Strategic Financial Services, Inc. | 0.03% | No change | 2,362 | $694K |
| Retirement Income Solutions, Inc. | 0.12% | Add +16.3% | 2,361 | $694K |
| Amara Financial, Llc. | 0.50% | Add +58.1% | 2,330 | $684K |
| Advisors Capital Management, LLC | 0.01% | Add +5.1% | 2,313 | $680K |
| Tyche Wealth Partners LLC | 0.12% | No change | 2,309 | $678K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +10.8% | 2,308 | $678K |
| Bank of Marin | 0.48% | Reduce -3.0% | 2,295 | $674K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.0% | 2,246 | $670K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,259 | $664K |
| Parallel Advisors, LLC | 0.01% | Add +1.8% | 2,255 | $663K |
| Resurgent Financial Advisors LLC | 0.33% | Reduce -1.3% | 2,250 | $661K |
| AdvisorNet Financial, Inc | 0.04% | No change | 2,226 | $654K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,202 | $652K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.7% | 2,213 | $650K |
| Jane Street Group, LLC | 0.00% | Reduce -60.8% | 2,203 | $647K |
| L. Roy Papp & Associates, LLP | 0.07% | No change | 2,200 | $646K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 2,155 | $633K |
| GWN Securities Inc. | 0.15% | Reduce -43.4% | 2,127 | $631K |
| Petix & Botte Co | 0.14% | No change | 2,136 | $628K |
| Trilogy Capital Inc. | 0.03% | Reduce -2.3% | 2,115 | $621K |
| Powell Investment Advisors, LLC | 0.22% | No change | 2,109 | $621K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -2.6% | 2,108 | $619K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 2,107 | $619K |
| Moloney Securities Asset Management, LLC | 0.07% | No change | 2,104 | $618K |
| Ewa, LLC | 0.17% | Add +0.2% | 2,104 | $618K |
| WP Advisors, LLC | 0.16% | Add +0.1% | 2,100 | $617K |
| Spirepoint Private Client, LLC | 0.06% | No change | 2,098 | $616K |
| Keystone Financial Services, LLC | 0.43% | Reduce -2.4% | 2,086 | $613K |
| Mission Wealth Management, LP | 0.01% | Add +60.2% | 2,067 | $607K |
| Willner & Heller, LLC | 0.47% | Add +5.0% | 2,062 | $606K |
| Net Worth Advisory Group | 0.17% | Reduce -63.0% | 2,046 | $601K |
| Wrapmanager Inc. | 0.18% | Reduce -33.9% | 2,043 | $600K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 2,039 | $599K |
| NorthRock Partners, LLC | 0.01% | Add +0.1% | 2,010 | $591K |
| Smith Asset Management Co., LLC | 0.50% | Add +18.6% | 2,007 | $590K |
| DDFG, Inc | 0.13% | Reduce -0.5% | 1,972 | $579K |
| Stratos Investment Management, LLC | 0.02% | Add +0.4% | 1,971 | $579K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.7% | 1,966 | $578K |
| SGL Investment Advisors, Inc. | 0.24% | Add +18.3% | 1,982 | $577K |
| Davis R M Inc. | 0.01% | Reduce -1.0% | 1,965 | $577K |
| BlackRock, Inc. | 0.00% | Add +255.3% | 1,965 | $577K |
| Goelzer Investment Management, Inc. | 0.03% | Reduce -5.4% | 1,964 | $577K |
| Bishop & Co Investment Management, LLC | 0.19% | No change | 1,952 | $573K |
| FDx Advisors, Inc. | 0.17% | Reduce -39.1% | 1,961 | $572K |
| Milestone Investment Advisors LLC | 0.14% | Reduce -0.3% | 1,943 | $571K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -33.2% | 1,937 | $569K |
| Curi Capital, LLC | 0.01% | Add +7.1% | 1,889 | $556K |
| Meeder Advisory Services, Inc. | 0.03% | Add +1.0% | 1,884 | $553K |
| Triton Wealth Management, PLLC | 0.21% | Reduce -0.3% | 1,875 | $548K |
| F/m Investments LLC | 0.02% | No change | 1,862 | $547K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 1,854 | $545K |
| HUB Investment Partners, LLC | 0.02% | Reduce -3.5% | 1,847 | $543K |
| Wealthspan Partners, LLC | 0.21% | No change | 1,847 | $543K |
| ICONIQ Capital, LLC | 0.01% | No change | 1,840 | $541K |
| Medallion Wealth Advisors, LLC | 0.19% | Reduce -5.6% | 1,829 | $540K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -11.0% | 1,813 | $539K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.23% | Add +3.3% | 1,825 | $536K |
| Financial Freedom, LLC | 0.27% | No change | 1,819 | $534K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -2.4% | 1,811 | $532K |
| Archford Capital Strategies, LLC | 0.06% | No change | 1,804 | $530K |
| Ledyard National Bank | 0.05% | Reduce -3.0% | 1,803 | $530K |
| Passive Capital Management, LLC. | 0.17% | No change | 1,789 | $526K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.1% | 1,788 | $525K |
| MCF Advisors LLC | 0.03% | No change | 1,781 | $524K |
| Caliber Wealth Management, LLC / KS | 0.06% | Reduce -6.0% | 1,781 | $523K |
| Ellerson Group Inc. | 0.32% | New | 1,770 | $520K |
| Vertex Planning Partners, LLC | 0.10% | No change | 1,766 | $519K |
| Old North State Wealth Management, LLC | 0.24% | Reduce -5.5% | 1,760 | $518K |
| Morton Brown Family Wealth, LLC | 0.15% | No change | 1,757 | $516K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.3% | 1,749 | $514K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.4% | 1,743 | $512K |
| Townsend Asset Management Corp. /NC/ | 0.18% | Add +0.1% | 1,740 | $511K |
| Kennicott Capital Management LLC | 0.25% | No change | 1,739 | $511K |
| Dearborn Partners LLC | 0.02% | Add +0.6% | 1,721 | $506K |
| Rockbridge Investment Management, LCC | 0.05% | Add +3.3% | 1,697 | $499K |
| Simplicity Wealth,LLC | 0.03% | Reduce -58.1% | 1,694 | $498K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 1,688 | $496K |
| Everstar Asset Management, LLC | 0.28% | No change | 1,670 | $491K |
| UNIVEST FINANCIAL Corp | 0.03% | Add +0.1% | 1,659 | $487K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,651 | $485K |
| Private Trust Co. NA | 0.04% | No change | 1,650 | $485K |
| GEN Financial Management, INC. | 0.42% | No change | 1,640 | $482K |
| Blalock Williams, LLC | 0.42% | No change | 1,630 | $479K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,615 | $473K |
| Pacific Sun Financial Corp | 0.23% | No change | 1,590 | $467K |
| Strategic Wealth Investment Group, LLC | 0.04% | Add +468.4% | 1,580 | $464K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.2% | 1,581 | $464K |
| Beacon Financial Group | 0.05% | Add +0.6% | 1,576 | $463K |
| Essex Financial Services, Inc. | 0.03% | Add +10.6% | 1,572 | $462K |
| Integrated Advisors Network LLC | 0.02% | Reduce -15.8% | 1,559 | $458K |
| North Star Asset Management Inc. | 0.02% | No change | 1,544 | $454K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.7% | 1,536 | $451K |
| Transcend Capital Advisors, LLC | 0.03% | Add +1.1% | 1,525 | $448K |
| Patten Group, Inc. | 0.09% | Add +35.9% | 1,510 | $444K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +0.2% | 1,509 | $443K |
| Creekside Partners | 0.20% | Add +0.1% | 1,507 | $443K |
| 49 Wealth Management, LLC | 0.04% | Reduce -2.4% | 1,505 | $442K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -6.8% | 1,500 | $441K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 1,500 | $441K |
| RFG Holdings, Inc. | 0.11% | Add +21.9% | 1,489 | $438K |
| RFG Advisory, LLC | 0.01% | Reduce -5.8% | 1,486 | $436K |
| Obsidian Personal Planning Solutions LLC | 0.15% | No change | 1,494 | $436K |
| FSA Wealth Management LLC | 0.16% | Reduce -0.2% | 2,496 | $436K |
| Silver Coast Investments LLC | 0.15% | Add +13.0% | 1,481 | $435K |
| Lake Street Private Wealth, LLC | 0.06% | Add +1.8% | 1,478 | $434K |
| Madison Park Capital Advisors, LLC | 0.36% | Add +0.1% | 1,476 | $434K |
| Florida Financial Advisors, LLC | 0.13% | Reduce -8.4% | 1,469 | $432K |
| Copia Wealth Management | 0.32% | No change | 1,444 | $424K |
| D. E. Shaw & Co. | 0.00% | No change | 1,424 | $418K |
| TD Private Client Wealth LLC | 0.01% | Add +8.0% | 1,417 | $416K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | Add +48.0% | 1,405 | $413K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +2.5% | 1,399 | $411K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 1,393 | $409K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 1,379 | $405K |
| Whittier Trust Co. | 0.00% | Add +0.1% | 1,367 | $405K |
| Acropolis Investment Management, LLC | 0.02% | No change | 1,423 | $405K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +2.6% | 1,375 | $404K |
| Noble Wealth Management PBC | 0.21% | — | 1,375 | $404K |
| Jackson, Grant Investment Advisers, Inc. | 0.13% | Add +0.1% | 1,365 | $401K |
| Tectonic Advisors LLC | 0.02% | Add +8.9% | 1,360 | $400K |
| Liberty Square Wealth Partners LLC | 0.12% | No change | 1,356 | $398K |
| Wells Financial Advisors INC | 0.53% | Reduce -1.1% | 1,341 | $394K |
| Haverford Trust Co | 0.00% | No change | 1,339 | $393K |
| Silver Oak Securities, Incorporated | 0.03% | Add +8.6% | 1,338 | $393K |
| Lodestone Wealth Management LLC | 0.18% | Add +2.8% | 1,331 | $391K |
| Qube Research & Technologies Ltd | 0.00% | Add +67.8% | 1,324 | $389K |
| Chapin Davis, Inc. | 0.10% | Add +5.6% | 1,321 | $388K |
| Parsons Capital Management Inc. | 0.02% | Add +17.5% | 1,311 | $385K |
| Root Financial Partners, LLC | 0.02% | Add +59.1% | 1,306 | $384K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.3% | 1,288 | $378K |
| NWF Advisory Services Inc. | 0.04% | Add +12.1% | 1,284 | $377K |
| Duncan Williams Asset Management, LLC | 0.11% | Add +0.2% | 1,283 | $377K |
| Prosperity Wealth Management, Inc. | 0.13% | Reduce -5.8% | 1,280 | $376K |
| Calton & Associates, Inc. | 0.06% | New | 1,278 | $375K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,274 | $375K |
| Balefire, LLC | 0.07% | Add +9.6% | 1,267 | $372K |
| Keyvantage Wealth, LLC | 0.16% | Add +0.2% | 1,262 | $371K |
| Wealthspire Retirement, LLC | 0.02% | Add +16.9% | 1,259 | $370K |
| Cornerstone Planning Group LLC | 0.06% | New | 7,805 | $367K |
| Empower Advisory Group, LLC | 0.00% | Reduce -20.5% | 1,240 | $364K |
| Asset Dedication, LLC | 0.02% | No change | 1,238 | $364K |
| WMG Financial Advisors, LLC | 0.12% | No change | 1,236 | $363K |
| BLB&B Advisors, LLC | 0.02% | Reduce -6.5% | 1,233 | $362K |
| Meriwether Wealth & Planning, LLC | 0.21% | No change | 1,231 | $362K |
| Caldwell Trust Co | 0.03% | Add +2.2% | 1,227 | $360K |
| MAS Advisors LLC | 0.57% | No change | 1,223 | $359K |
| New Hampshire Trust | 0.07% | No change | 1,212 | $356K |
| Wealthstream Advisors, Inc. | 0.05% | Reduce -12.4% | 1,202 | $353K |
| Wilson & Boucher Capital Management, LLC | 0.23% | No change | 1,200 | $353K |
| Fiduciary Trust Co | 0.00% | No change | 1,194 | $351K |
| Argentarii, LLC | 0.14% | Add +26.7% | 1,183 | $348K |
| LWM Advisors Inc. | 0.31% | Reduce -0.2% | 1,182 | $347K |
| Culbertson A N & Co. Inc. | 0.05% | Reduce -0.8% | 1,180 | $347K |
| CM Wealth Advisors LLC | 0.09% | No change | 1,177 | $346K |
| Howland Capital Management LLC | 0.01% | No change | 1,175 | $346K |
| Independent Solutions Wealth Management, LLC | 0.06% | New | 1,172 | $344K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.2% | 1,163 | $342K |
| Scott Capital Advisors, LLC | 0.08% | No change | 1,144 | $340K |
| American Trust | 0.03% | Reduce -3.1% | 1,155 | $339K |
| LM Advisors LLC | 0.05% | No change | 1,150 | $338K |
| Orleans Capital Management Corp. | 0.22% | No change | 1,150 | $338K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -10.7% | 1,148 | $337K |
| Ibex Wealth Advisors | 0.03% | Add +0.1% | 1,140 | $335K |
| Sara-Bay Financial | 0.09% | New | 1,131 | $332K |
| Sterling Investment Counsel, LLC | 0.11% | Reduce -64.6% | 1,125 | $331K |
| Snider Financial Group | 0.09% | Reduce -13.7% | 1,124 | $330K |
| Argent Advisors, Inc. | 0.10% | No change | 1,120 | $329K |
| Headland Capital, LLC | 0.09% | No change | 1,119 | $329K |
| GoalVest Advisory LLC | 0.07% | No change | 1,117 | $328K |
| MBL Wealth, LLC | 0.03% | Reduce -3.6% | 1,113 | $327K |
| Gallacher Capital Management LLC | 0.13% | Reduce -0.1% | 1,111 | $326K |
| Zhang Financial LLC | 0.01% | Reduce -0.1% | 1,110 | $326K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 1,105 | $325K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +8.8% | 1,099 | $323K |
| Taylor & Morgan Wealth Management, LLC | 0.20% | Add +0.1% | 1,087 | $319K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -21.2% | 1,087 | $319K |
| Richardson Financial Services Inc. | 0.20% | Reduce -5.9% | 1,077 | $316K |
| PFG Investments, LLC | 0.02% | Add +1.9% | 1,062 | $312K |
| Coldstream Capital Management Inc. | 0.00% | No change | 1,054 | $310K |
| Samalin Investment Counsel, LLC | 0.11% | Add +0.6% | 1,045 | $307K |
| Kendall Capital Management | 0.07% | New | 1,041 | $306K |
| CPA Asset Management Group, LLC | 0.12% | No change | 1,032 | $303K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +0.1% | 1,020 | $301K |
| Stage Harbor Financial, LLC | 0.22% | New | 1,015 | $298K |
| Redmond Asset Management, LLC | 0.07% | No change | 1,013 | $298K |
| Nicolet Bankshares Inc. | 0.05% | Add +17.4% | 1,013 | $298K |
| Smith, Moore & Co. | 0.02% | Add +1.9% | 1,010 | $297K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,007 | $296K |
| City State Bank | 0.09% | No change | 1,002 | $294K |
| M&T Bank Corp | 0.00% | No change | 1,001 | $294K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -95.0% | 1,001 | $294K |
| S.A. Mason LLC | 0.13% | No change | 1,000 | $294K |
| William Mack & Associates, Inc. | 0.16% | Reduce -2.6% | 999 | $293K |
| WealthBridge Capital Management, LLC | 0.07% | No change | 997 | $293K |
| Long Island Wealth Management, Inc. | 0.14% | No change | 996 | $293K |
| Accredited Investors Inc. | 0.02% | No change | 982 | $289K |
| Garden State Investment Advisory Services LLC | 0.07% | No change | 981 | $288K |
| Forum Financial Management, LP | 0.00% | Add +32.8% | 980 | $288K |
| Evernest Financial Advisors, LLC | 0.08% | New | 979 | $288K |
| Martel Wealth Advisors LLC | 0.05% | No change | 975 | $286K |
| New Insight Wealth Advisors | 0.11% | Reduce -9.1% | 972 | $286K |
| Sicart Associates LLC | 0.08% | No change | 965 | $284K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 960 | $282K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 955 | $281K |
| Fearless Solutions, LLC dba Best Invest | 0.18% | Reduce -3.6% | 952 | $280K |
| Columbus Macro, LLC | 0.03% | No change | 936 | $275K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.7% | 932 | $274K |
| QRG Capital Management, Inc. | 0.00% | Reduce -26.1% | 930 | $273K |
| BankPlus Trust Department | 0.07% | No change | 928 | $273K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 928 | $273K |
| Yeomans Consulting Group, Inc. | 0.09% | Reduce -4.4% | 925 | $272K |
| Keystone Financial Group | 0.02% | Add +21.2% | 922 | $271K |
| Oldfather Financial Services, LLC | 0.08% | No change | 921 | $271K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 919 | $270K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.2% | 917 | $269K |
| Easterly Investment Partners LLC | 0.02% | No change | 917 | $269K |
| Strategic Blueprint, LLC | 0.01% | Add +0.1% | 914 | $268K |
| Element Wealth, LLC | 0.12% | No change | 901 | $265K |
| Proffitt & Goodson Inc. | 0.04% | No change | 899 | $264K |
| Country Club Bank | 0.02% | No change | 900 | $264K |
| Mayfair Advisory Group, LLC | 0.11% | No change | 895 | $263K |
| Welch Group, LLC | 0.01% | Reduce -1.1% | 893 | $262K |
| Key Financial Inc | 0.05% | No change | 891 | $262K |
| Clarity Capital Advisors, LLC | 0.14% | No change | 889 | $261K |
| Investment Advisory Group, LLC | 0.07% | No change | 885 | $260K |
| Dopkins Wealth Management, LLC | 0.11% | No change | 884 | $260K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -14.6% | 877 | $258K |
| Allred Capital Management, LLC | 0.09% | Add +2.9% | 874 | $257K |
| Soltis Investment Advisors LLC | 0.02% | New | 873 | $257K |
| Fisher Asset Management | 0.00% | Reduce -36.8% | 872 | $256K |
| AMG National Trust Bank | 0.01% | Reduce -1.7% | 868 | $255K |
| Orion Capital Management LLC | 0.09% | Add +71.3% | 867 | $255K |
| Blackston Financial Advisory Group, LLC | 0.15% | Reduce -10.3% | 864 | $254K |
| Unique Wealth, LLC | 0.04% | New | 860 | $253K |
| Segment Wealth Management, LLC | 0.02% | No change | 860 | $253K |
| Courier Capital LLC | 0.01% | No change | 859 | $252K |
| October Effect Ltd | 0.28% | Reduce -19.7% | 856 | $251K |
| HORAN Wealth, LLC | 0.04% | New | 855 | $251K |
| VestGen Advisors, LLC | 0.01% | No change | 852 | $250K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -45.6% | 840 | $247K |
| LeConte Wealth Management, LLC | 0.16% | Reduce -83.2% | 838 | $246K |
| Syntax Research, Inc. | 0.16% | No change | 837 | $246K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -19.4% | 842 | $245K |
| Signaturefd, LLC | 0.00% | Add +21.6% | 834 | $245K |
| Valmark Advisers, Inc. | 0.00% | No change | 830 | $244K |
| CRA Financial Services, LLC | 0.03% | Reduce -1.6% | 824 | $242K |
| Larson Financial Group LLC | 0.01% | Reduce -37.3% | 824 | $242K |
| SkyOak Wealth, LLC | 0.05% | No change | 817 | $240K |
| Brio Consultants, LLC | 0.03% | No change | 810 | $238K |
| Florida Trust Wealth Management Co | 0.01% | New | 803 | $236K |
| Colony Family Offices, LLC | 0.06% | Reduce -8.0% | 799 | $235K |
| Armor Investment Advisors, LLC | 0.07% | No change | 800 | $235K |
| Park Place Capital Corp | 0.05% | No change | 800 | $235K |
| Accurate Wealth Management, LLC | 0.03% | New | 803 | $235K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.1% | 798 | $235K |
| Auxano Advisors, LLC | 0.05% | New | 796 | $234K |
| Lee, Kelleher & Klein Wealth Management | 0.14% | No change | 795 | $234K |
| Gen-Wealth Partners Inc | 0.08% | Reduce -9.2% | 794 | $233K |
| Planned Solutions, Inc. | 0.08% | No change | 793 | $233K |
| Brown Miller Wealth Management, LLC | 0.06% | No change | 778 | $228K |
| Claris Financial LLC | 0.13% | New | 775 | $228K |
| United Advisor Group, LLC | 0.03% | Reduce -0.1% | 771 | $227K |
| Financial Perspectives, Inc | 0.06% | No change | 770 | $226K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 767 | $225K |
| Jacobi Capital Management LLC | 0.01% | No change | 764 | $225K |
| Griffin Asset Management, Inc. | 0.03% | No change | 764 | $224K |
| FWG Investments, LLC. | 0.15% | New | 762 | $224K |
| CoreCap Advisors, LLC | 0.01% | Add +18.0% | 760 | $223K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 753 | $221K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 750 | $220K |
| Gilman Hill Asset Management, LLC | 0.03% | Reduce -6.3% | 747 | $219K |
| Bank of New Hampshire | 0.05% | No change | 745 | $219K |
| Manske Wealth Management | 0.07% | Reduce -9.2% | 742 | $218K |
| Westbourne Investment Advisors, Inc. | 0.06% | Reduce -11.9% | 741 | $218K |
| Gries Financial LLC | 0.03% | No change | 735 | $216K |
| SWP Financial LLC | 0.11% | No change | 734 | $216K |
| Riversedge Advisors, LLC | 0.04% | Reduce -0.9% | 734 | $216K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 732 | $215K |
| Trivium Point Advisory, LLC | 0.02% | Reduce -8.6% | 727 | $214K |
| NewSquare Capital LLC | 0.01% | No change | 725 | $213K |
| Fulton Bank, N.A. | 0.01% | No change | 724 | $213K |
| Prospera Capital Management, LLC | 0.10% | No change | 723 | $212K |
| Mainsail Asset Management, LLC | 0.09% | New | 719 | $211K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 716 | $210K |
| Capital Investment Advisors, LLC | 0.00% | No change | 714 | $210K |
| White Knight Strategic Wealth Advisors, LLC | 0.16% | New | 710 | $209K |
| Agate Pass Investment Management, LLC | 0.08% | No change | 709 | $208K |
| Tobias Financial Advisors, Inc. | 0.03% | New | 705 | $207K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -1.0% | 705 | $207K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -16.1% | 702 | $206K |
| Harris Associates (Oakmark Funds) | 0.00% | No change | 700 | $206K |
| FNY Investment Advisers, LLC | 0.07% | New | 700 | $205K |
| Capital Advisory Group Advisory Services, LLC | 0.06% | New | 695 | $204K |
| BancFirst Trust & Investment Management | 0.08% | New | 696 | $204K |
| Archer Investment Corp | 0.05% | Add +38.3% | 693 | $204K |
| Monument Group Wealth Advisors, LLC | 0.12% | New | 690 | $203K |
| Verity Asset Management, Inc. | 0.07% | New | 689 | $202K |
| Snowden Capital Advisors LLC | 0.01% | New | 687 | $202K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -5.5% | 693 | $202K |
| Madison Wealth Partners, Inc | 0.04% | New | 686 | $202K |
| Private Client Services, LLC | 0.07% | New | 685 | $201K |
| 1900 Wealth Management LLC | 0.01% | New | 684 | $201K |
| Atlas Legacy Advisors, LLC | 0.04% | New | 681 | $200K |
| Legacy Bridge, LLC | 0.08% | No change | 656 | $193K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -35.3% | 635 | $187K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 615 | $181K |
| LRI Investments, LLC | 0.01% | No change | 615 | $181K |
| Sterling Capital Management LLC | 0.00% | Reduce -50.7% | 609 | $179K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.2% | 607 | $178K |
| Cordant, Inc. | 0.08% | No change | 604 | $177K |
| Matrix Private Capital Group LLC | 0.09% | Reduce -0.5% | 601 | $177K |
| SouthState Bank Corp | 0.01% | No change | 590 | $173K |
| Holos Integrated Wealth LLC | 0.10% | No change | 597 | $172K |
| Strategic Investment Solutions, Inc. | 0.04% | Reduce -15.0% | 567 | $167K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 557 | $164K |
| Grey Fox Wealth Advisors, LLC | 0.03% | New | 551 | $162K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 547 | $161K |
| FWL Investment Management, LLC | 0.04% | No change | 518 | $152K |
| Arcadia Investment Management Corp. | 0.02% | No change | 508 | $149K |
| Grove Bank & Trust | 0.02% | No change | 500 | $147K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +0.2% | 486 | $143K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.1% | 472 | $139K |
| Hughes Financial Services, LLC | 0.02% | No change | 476 | $137K |
| Trust Co. of Toledo NA | 0.01% | No change | 464 | $136K |
| Crewe Advisors LLC | 0.01% | Reduce -42.5% | 458 | $135K |
| Horizon Financial Services, LLC | 0.06% | Add +66.2% | 447 | $131K |
| Bangor Savings Bank | 0.01% | No change | 440 | $129K |
| Saranac Partners Ltd | 0.03% | New | 414 | $122K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 412 | $121K |
| Quest 10 Wealth Builders, Inc. | 0.11% | No change | 411 | $121K |
| Wagner Wealth Management, LLC | 0.03% | No change | 408 | $120K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 404 | $119K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 399 | $117K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 393 | $116K |
| MV Capital Management, Inc. | 0.01% | No change | 391 | $115K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 391 | $115K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -10.9% | 383 | $113K |
| North Star Investment Management Corp. | 0.01% | No change | 370 | $109K |
| Cloud Capital Management, LLC | 0.06% | New | 359 | $105K |
| Trust Co. of Vermont | 0.00% | No change | 333 | $98K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 330 | $97K |
| Evermay Wealth Management LLC | 0.01% | No change | 316 | $93K |
| Flagship Wealth Advisors, LLC | 0.03% | Add +2.7% | 303 | $89K |
| Peck Wealth Management, LLC | 0.08% | — | 300 | $88K |
| Creekmur Asset Management LLC | 0.01% | No change | 295 | $87K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 293 | $86K |
| St Germain D J Co. Inc. | 0.00% | Add +1.8% | 289 | $85K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 275 | $81K |
| 2UniFi Bank | 0.04% | No change | 267 | $78K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 259 | $76K |
| Clean Yield Group | 0.02% | No change | 254 | $75K |
| Balentine LLC | 0.00% | No change | 253 | $74K |
| Rossby Financial, LCC | 0.02% | Add +1.6% | 252 | $74K |
| Bogart Wealth, LLC | 0.00% | No change | 248 | $73K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 249 | $72K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -38.3% | 238 | $70K |
| AlphaCore Capital LLC | 0.00% | No change | 226 | $66K |
| Angeles Wealth Management, LLC | 0.00% | No change | 225 | $66K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 224 | $66K |
| Tortoise Investment Management, LLC | 0.01% | No change | 219 | $64K |
| Parkside Financial Bank & Trust | 0.00% | No change | 214 | $63K |
| Barrett & Company, Inc. | 0.02% | No change | 210 | $62K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 207 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | Add +8.7% | 201 | $59K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 200 | $59K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 200 | $59K |
| Horizons Wealth Management | 0.04% | No change | 195 | $57K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.1% | 192 | $56K |
| Optimum Investment Advisors | 0.02% | No change | 190 | $56K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 185 | $54K |
| Eukles Asset Management | 0.02% | No change | 181 | $53K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 179 | $53K |
| GAMMA Investing LLC | 0.00% | No change | 178 | $52K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 173 | $51K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 170 | $50K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 168 | $49K |
| Abound Wealth Management | 0.01% | Reduce -20.5% | 167 | $49K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 164 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 160 | $47K |
| Fairman Group, LLC | 0.04% | Add +0.6% | 159 | $47K |
| Caitlin John, LLC | 0.03% | New | 156 | $46K |
| Eastern Bank | 0.00% | No change | 151 | $44K |
| Clearstead Trust, LLC | 0.01% | No change | 150 | $44K |
| Rossmore Private Capital | 0.00% | New | 150 | $44K |
| Concord Wealth Partners | 0.01% | Reduce -71.6% | 150 | $44K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -55.0% | 149 | $44K |
| Heritage Wealth Advisors | 0.00% | Add +7.0% | 138 | $41K |
| Topsail Wealth Management, LLC | 0.01% | No change | 138 | $41K |
| Franklin Resources Inc. | 0.00% | Reduce -3.6% | 132 | $39K |
| Providence Capital Advisors, LLC | 0.01% | Add +11.4% | 127 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 127 | $37K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | New | 124 | $36K |
| McIlrath & Eck, LLC | 0.00% | No change | 122 | $36K |
| Blue Trust, Inc. | 0.00% | Add +43.9% | 118 | $35K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $35K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -57.7% | 113 | $33K |
| Deutsche Bank AG | 0.00% | New | 111 | $33K |
| Roxbury Financial LLC | 0.03% | No change | 110 | $32K |
| Founders Capital Management | 0.02% | New | 110 | $32K |
| Alexis Investment Partners, LLC | 0.00% | New | 109 | $32K |
| Guerra Advisors Inc | 0.01% | New | 107 | $31K |
| Pinney & Scofield, Inc. | 0.02% | Add +1.0% | 102 | $30K |
| Kentucky Trust Co | 0.02% | No change | 100 | $29K |
| Phillips Financial Management, LLC | 0.00% | New | 95 | $28K |
| Anfield Capital Management, LLC | 0.01% | No change | 91 | $27K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -79.1% | 90 | $26K |
| Field & Main Bank | 0.01% | No change | 90 | $26K |
| Financial Consulate, Inc. | 0.00% | New | 89 | $26K |
| Center for Financial Planning, Inc. | 0.00% | No change | 88 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -15.5% | 87 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 82 | $24K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 78 | $23K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -1.3% | 74 | $22K |
| Accredited Wealth Management, LLC | 0.02% | Add +148.6% | 179 | $21K |
| American Wealth Advisors, LLC | 0.02% | — | 69 | $20K |
| Pineridge Advisors LLC | 0.01% | No change | 69 | $20K |
| Financial Life Planners | 0.01% | New | 66 | $19K |
| ORG Partners LLC | 0.00% | Reduce -97.1% | 64 | $19K |
| Painted Porch Advisors LLC | 0.01% | No change | 60 | $18K |
| Robinswood Financial LLC | 0.01% | Reduce -28.4% | 58 | $17K |
| Paladin Advisory Group, LLC | 0.01% | No change | 57 | $17K |
| Pacific Center for Financial Services | 0.00% | No change | 55 | $16K |
| Independence Bank of Kentucky | 0.00% | Reduce -64.5% | 55 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 50 | $15K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 48 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 48 | $14K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 44 | $13K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 43 | $13K |
| Avalon Trust Co | 0.00% | No change | 37 | $11K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 37 | $11K |
| Kelleher Financial Advisors | 0.00% | New | 35 | $10K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 34 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 33 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $9K |
| Thompson Investment Management, Inc. | 0.00% | No change | 31 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 30 | $9K |
| Davis Capital Management | 0.01% | — | 29 | $9K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -41.7% | 28 | $8K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +27.3% | 28 | $8K |
| Tucker Asset Management LLC | 0.00% | Reduce -3.6% | 27 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 25 | $7K |
| Atwood & Palmer Inc. | 0.00% | New | 20 | $6K |
| TruNorth Capital Management, LLC | 0.00% | No change | 19 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 19 | $5K |
| Costello Asset Management, INC | 0.00% | No change | 15 | $4K |
| Nvwm, LLC | 0.00% | No change | 15 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | Add +200.0% | 15 | $4K |
| First Financial Corp. | 0.00% | No change | 13 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 11 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 11 | $3K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 10 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 10 | $3K |
| Bell Investment Advisors, Inc | 0.00% | New | 8 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 7 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 7 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 6 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 5 | $1K |
| Sound Financial Strategies Group, LLC | 0.00% | Reduce -99.5% | 5 | $1K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 5 | $1K |
| Bernard Wealth Management Corp. | 0.00% | No change | 4 | $1K |
| Gould Capital, LLC | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | No change | 5 | $1K |
| 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.