Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q4 2024 (December 31)
635holders +25
41new positions
52sold out
3famous investors
$114.37avg. 13F price*

At the end of Q4 2024, 635 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, up 25 from Q3 2024. 41 opened new positions and 52 sold out. The largest holders were Empower Advisory Group, LLC ($522.0M), Bessemer Group Inc. ($321.9M) and Natixis Advisors, LLC ($302.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard Ftse All Wo X-US SC
CUSIP
922042718
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 581Q1 2024Q2 2024: 582Q2 2024Q3 2024: 610Q3 2024Q4 2024: 635Q4 2024Q1 2025: 621Q1 2025Q2 2025: 650Q2 2025Q3 2025: 670Q3 2025Q4 2025: 684Q4 2025Q1 2026: 701Q1 2026Q2 2026: 727Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions41$40.4M
Exits52$25.7M

All 13F filers, Q3 2024 → Q4 2024: 3,949,785 shares bought and 2,945,387 shares sold, net +1,004,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 635 holders

Empower Advisory Group, LLC 1.76% Add +5.2% 4,559,901 $522.0M
Bessemer Group Inc. 0.53% Add +21.7% 2,811,410 $321.9M
Natixis Advisors, LLC 0.57% Add +5.8% 2,644,863 $302.8M
Morgan Stanley 0.02% Reduce -35.2% 2,102,366 $240.7M
Mason Investment Advisory Services, Inc. 12.95% Add +3.9% 1,928,994 $220.8M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.8% 1,564,673 $179.1M
1832 Asset Management L.P. 0.24% Add +25.3% 1,168,731 $133.8M
Commonwealth Equity Services, LLC 0.17% Add +1.8% 996,002 $114.0M
Manufacturers Life Insurance Company, The 0.10% Add +19.7% 975,789 $111.7M
Envestnet Asset Management Inc. 0.03% Reduce -17.7% 845,878 $96.8M
Assetmark, Inc. 0.26% Add +5.3% 830,271 $95.0M
Clark Capital Management Group, Inc. 0.63% Reduce -12.1% 791,458 $90.6M
BNP Paribas Financial Markets 0.07% Reduce -38.0% 727,000 $83.2M
Northwestern Mutual Wealth Management Co. 0.06% Add +11.2% 616,302 $70.6M
FMR LLC 0.00% Add +1254.5% 578,730 $66.3M
Jones Financial Companies LLLP 0.06% Add +10.8% 562,985 $64.5M
UBS Group AG 0.01% Reduce -1.3% 528,796 $60.5M
Waddell & Associates, LLC 5.92% Add +3.9% 507,668 $58.1M
Creative Planning 0.06% Add +22.8% 504,319 $57.7M
PNC Financial Services Group, Inc. 0.03% Reduce -1.0% 387,357 $44.3M
Advisory Alpha, LLC 1.52% Reduce -1.3% 372,681 $42.7M
Wells Fargo & Company 0.01% Add +3.0% 364,442 $41.7M
Efficient Advisors, LLC 2.66% Add +6.6% 361,444 $41.4M
LPL Financial LLC 0.02% Add +55.8% 361,269 $41.4M
Fusion Family Wealth, LLC 3.65% Add +2.9% 347,582 $39.8M
Full Sail Capital, LLC 2.43% Add +3.2% 333,112 $38.1M
Nisa Investment Advisors, LLC 0.14% Add +51.9% 322,000 $36.9M
Stifel Financial Corp. 0.04% Reduce -2.6% 320,565 $36.7M
BlackRock, Inc. 0.00% Add +3.2% 313,729 $35.9M
Lincoln National Corp. 1.07% Add +5.3% 289,348 $33.1M
Pathstone Holdings, LLC 0.15% Add +8.3% 287,530 $32.9M
Pacific Life Fund Advisors LLC 3.40% Add +643.6% 286,386 $32.8M
State Street Corp. 0.00% Reduce -34.1% 280,553 $32.1M
Bank of Montreal 0.02% Add +2.7% 272,975 $31.3M
Apella Capital, LLC 1.19% Reduce -9.6% 269,848 $30.9M
Bank of America Corp. 0.00% Add +1.3% 266,611 $30.5M
PrairieView Partners, LLC 3.11% Add +7.1% 259,901 $29.8M
Sequoia Financial Advisors, LLC 0.26% Add +9157.4% 236,155 $27.0M
Cetera Investment Advisers 0.06% Reduce -11.9% 229,804 $26.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.68% Add +2.0% 217,513 $24.9M
Galvin, Gaustad & Stein, LLC 2.06% Reduce -0.3% 198,666 $22.7M
HighTower Advisors, LLC 0.03% Add +0.2% 192,708 $22.1M
25 LLC 9.17% Add +9.8% 189,325 $21.7M
Janney Montgomery Scott LLC 0.06% Reduce -1.1% 173,645 $19.9M
Cerity Partners LLC 0.04% Reduce -2.7% 167,544 $19.2M
Wedmont Private Capital 0.96% Add +5.8% 163,041 $18.2M
Mather Group, Llc. 0.23% Add +3.4% 156,642 $17.9M
Goldman Sachs Group Inc. 0.00% Add +2.0% 151,115 $17.3M
Vontobel Holding Ltd. 0.06% Reduce -9.1% 150,000 $17.2M
National Bank of Canada 0.02% Add +30.3% 141,555 $16.2M
Royal Bank of Canada 0.00% Add +5.6% 138,218 $15.8M
Capital Analysts, LLC 0.59% Add +2.4% 127,795 $14.6M
First Horizon Advisors, Inc. 0.39% Add +0.9% 122,849 $14.1M
Commerce Bank 0.09% Reduce -2.4% 122,032 $14.0M
MilWealth Group LLC 3.58% Add +3.5% 114,602 $13.1M
JPMorgan Chase & Co. 0.00% Add +1.5% 114,518 $13.1M
Portland Global Advisors LLC 1.57% Add +4.6% 108,720 $12.4M
Aspiriant, LLC 0.45% Reduce -1.0% 108,330 $12.4M
Atlas Capital Advisors Inc. 1.53% Reduce -8.4% 104,629 $12.0M
Partners in Financial Planning 2.38% Add +1.8% 102,045 $11.7M
IMA Advisory Services, Inc. 1.38% New 99,813 $11.4M
Coldstream Capital Management Inc. 0.23% Reduce -2.3% 95,087 $10.9M
Beaird Harris Wealth Management, LLC 0.90% Reduce -2.3% 91,059 $10.4M
Family CFO Inc 5.53% Add +2.3% 87,701 $10.0M
Modera Wealth Management, LLC 0.12% Add +56.8% 86,921 $10.0M
Symmetry Partners, LLC 1.38% Add +3.1% 84,684 $9.7M
Principal Securities, Inc. 0.22% Reduce -8.2% 84,458 $9.7M
N.E.W. Advisory Services LLC 0.91% Add +8.3% 83,490 $9.6M
MML Investors Services, LLC 0.03% Add +5.9% 83,452 $9.6M
Osaic Holdings, Inc. 0.02% Reduce -8.1% 81,277 $9.3M
IFG Advisors, LLC 1.85% Add +3.3% 81,250 $9.3M
Inspire Trust Co, N.A. 2.36% No change 80,519 $9.2M
Grove Street Fiduciary, LLC 4.79% — 79,751 $9.1M
Strategic Financial Planning, Inc. 5.94% Add +6.4% 76,174 $8.7M
JGP Wealth Management, LLC 1.13% Reduce -5.2% 76,065 $8.7M
Brooklyn FI, LLC 2.89% Add +7.0% 75,768 $8.7M
Corient Private Wealth LP 0.01% Reduce -11.8% 74,904 $8.6M
Causeway Capital Management LLC 0.19% Add +0.1% 73,644 $8.4M
Raymond James Financial Inc. 0.00% — 72,979 $8.4M
Peapack Gladstone Financial Corp. 0.12% Reduce -0.7% 72,677 $8.3M
Johnson Financial Group, LLC 0.97% Add +1375.0% 72,612 $8.3M
Checchi Capital Advisers, LLC 0.61% Add +3.8% 70,976 $8.1M
Tanager Wealth Management LLP 1.05% Reduce -44.4% 70,666 $8.1M
RTD Financial Advisors, Inc. 1.02% Reduce -1.1% 69,323 $7.9M
Ameriprise Financial Inc. 0.00% Add +1.8% 67,178 $7.7M
MAI Capital Management 0.06% Add +2.9% 66,644 $7.6M
Exencial Wealth Advisors, LLC 0.27% Reduce -2.8% 64,251 $7.4M
Valmark Advisers, Inc. 0.11% Add +7.8% 61,805 $7.1M
Texas Yale Capital Corp. 0.28% Add +2.0% 61,760 $7.1M
Baird Financial Group, Inc. 0.01% Add +0.6% 61,306 $7.0M
Presilium Private Wealth, LLC 1.61% Add +6.0% 60,978 $7.0M
SVB Wealth LLC 0.13% New 60,467 $6.9M
Whitaker-Myers Wealth Managers, LTD. 1.90% Add +20.7% 56,894 $6.5M
Bank of Nova Scotia 0.01% Reduce -49.7% 55,700 $6.4M
Columbus Macro, LLC 0.82% Add +141.8% 51,711 $5.9M
Kohmann Bosshard Financial Services, LLC 0.70% Reduce -22.9% 50,955 $5.8M
Maltin Wealth Management, Inc. 2.78% Add +2.7% 49,360 $5.7M
Atmos Advisory, LLC 3.88% Add +4.2% 48,809 $5.6M
Citigroup Inc. 0.01% Add +338.6% 48,538 $5.6M
Avior Wealth Management, LLC 0.20% Add +2148.0% 47,343 $5.4M
Savant Capital, LLC 0.04% Add +0.6% 46,518 $5.3M
Causey Wealth LLC 3.09% — 46,336 $5.3M
Diversify Wealth Management, LLC 0.41% Add +16.9% 46,729 $5.2M
Twin Focus Capital Partners, LLC 0.76% Reduce -1.8% 44,756 $5.1M
Boston Standard Wealth Management, LLC 0.95% Add +4.9% 42,633 $4.9M
Truist Financial Corp. 0.01% Add +79.7% 42,517 $4.9M
Colony Family Offices, LLC 1.52% Add +1.4% 42,384 $4.9M
Mercer Global Advisors Inc. 0.01% Reduce -15.7% 40,777 $4.7M
Sage Financial Management Group, Inc. 1.73% Reduce -1.3% 40,688 $4.7M
Alliancebernstein L.P. 0.00% Add +8.2% 40,288 $4.6M
Mackenzie Financial Corp. 0.01% Add +6.8% 39,130 $4.5M
Mariner, LLC 0.01% Add +53.4% 38,794 $4.4M
Rwa Wealth Partners, LLC 0.05% Add +9.6% 38,655 $4.4M
Richard P Slaughter Associates Inc 0.99% Reduce -5.8% 38,493 $4.4M
Family Firm, Inc. 0.97% Reduce -0.6% 67,699 $4.3M
Flower City Capital 2.66% Reduce -0.1% 37,946 $4.3M
Obsidian Cio, LLC 0.79% New 37,891 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.4% 37,807 $4.3M
Flow Traders U.S. LLC 0.17% New 37,763 $4.3M
Tortoise Investment Management, LLC 0.46% Add +0.8% 37,746 $4.3M
Sage Rhino Capital LLC 0.91% Add +5.6% 36,359 $4.2M
Vawter Financial, Ltd. 2.46% Reduce -0.4% 35,834 $4.1M
SBI Securities Co., Ltd. 0.13% — 35,722 $4.1M
Cutler Investment Counsel LLC 0.51% Add +59.5% 35,573 $4.1M
Lam Group, Inc. 2.90% No change 35,463 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -72.0% 35,305 $4.0M
Viewpoint Capital Management LLC 2.10% Add +12.6% 34,955 $4.0M
Redwood Investment Management, LLC 0.39% Reduce -49.6% 34,739 $4.0M
One Day In July LLC 0.41% Add +2.3% 33,984 $3.9M
Connors Investor Services Inc. 0.36% Reduce -1.6% 33,890 $3.9M
Focus Partners Wealth 0.01% Add +16.8% 33,120 $3.8M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -6.4% 32,954 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.4% 31,967 $3.7M
Moller Wealth Partners 0.96% Add +1.2% 31,900 $3.7M
Cardiff Park Advisors, LLC 0.35% Reduce -1.1% 31,834 $3.6M
Factor Wealth Management LTD 1.21% — 31,747 $3.6M
Perigon Wealth Management, LLC 0.09% Add +2.2% 31,981 $3.6M
Obsido Oy 3.21% — 31,229 $3.6M
FDx Advisors, Inc. 1.04% Reduce -6.3% 30,938 $3.5M
Landmark Wealth Management, LLC 1.55% Add +5.5% 30,597 $3.5M
St. Louis Trust Co 0.50% Reduce -0.9% 30,553 $3.5M
Allegiance Financial Group Advisory Services LLC 1.13% Add +0.1% 30,427 $3.5M
Horizon Financial Services, LLC 1.91% Reduce -1.9% 29,706 $3.4M
Haverford Trust Co 0.03% Reduce -0.3% 28,812 $3.3M
Creative Financial Designs Inc. 0.27% Add +4.5% 28,618 $3.3M
Kestra Advisory Services, LLC 0.02% Reduce -5.0% 28,579 $3.3M
Compound Planning, Inc. 0.16% Add +2.5% 28,034 $3.2M
Womack Financial LLC 2.83% — 27,891 $3.2M
Rebalance, LLC 0.24% No change 27,869 $3.2M
Certified Advisory Corp 0.35% Reduce -1.6% 27,828 $3.2M
Aletheian Wealth Advisors LLC 1.88% Add +1.5% 27,770 $3.2M
Nwam LLC 0.20% Add +12.1% 27,566 $3.2M
GFS Advisors, LLC 0.47% Add +0.9% 27,191 $3.1M
Daiichi Life Insurance Co., Ltd. 0.09% Reduce -3.3% 27,119 $3.1M
Great Valley Advisor Group, Inc. 0.07% Reduce -3.5% 26,926 $3.1M
Walkner Condon Financial Advisors LLC 0.62% Reduce -6.5% 26,857 $3.1M
Falcon Wealth Planning 0.34% Reduce -6.0% 26,354 $3.0M
Hemington Wealth Management 0.75% Reduce -2.9% 26,081 $3.0M
LPWM LLC 0.96% Add +14.9% 25,994 $3.0M
Bleakley Financial Group, LLC 0.09% Reduce -0.8% 25,899 $3.0M
Cornerstone Wealth Advisors, Inc. 0.81% Add +6.3% 25,752 $2.9M
Strategic Investment Advisors / MI 0.31% Add +8.6% 25,479 $2.9M
SWAN Capital LLC 1.41% Reduce -10.9% 25,271 $2.9M
Blue Barn Wealth, LLC 1.50% Add +7.6% 24,922 $2.9M
Noble Family Wealth, LLC 0.76% Reduce -10.7% 24,159 $2.8M
Eclectic Associates Inc. 0.81% Add +4.4% 24,052 $2.8M
Bear Mountain Capital, Inc. 1.06% Add +8.8% 23,616 $2.7M
Aberdeen Wealth Management LLC 1.85% Add +4.1% 23,576 $2.7M
Foundation Wealth Management, LLC\PA 1.30% — 23,500 $2.7M
Arbor Wealth Advisors LLC 2.37% No change 23,214 $2.7M
Fiduciary Advisors, Inc. 2.61% — 22,677 $2.6M
Evanson Asset Management, LLC 0.18% Add +2.0% 22,476 $2.6M
Regal Investment Advisors LLC 0.19% Add +7.0% 21,509 $2.5M
Investment Partners, LTD. 1.01% Add +6.2% 21,348 $2.4M
Cassaday & Co Wealth Management LLC 0.07% Add +63.8% 21,118 $2.4M
DAVENPORT & Co LLC 0.01% Reduce -0.8% 20,934 $2.4M
Integrity Wealth Solutions LLC 1.34% Add +0.2% 20,930 $2.4M
Newton One Investments LLC 0.92% Add +11.3% 20,858 $2.4M
O'shaughnessy Asset Management, LLC 0.02% Reduce -2.7% 20,854 $2.4M
Marquette Associates, Inc. 1.95% Add +2.2% 20,574 $2.4M
Voya Financial Advisors, Inc. 0.26% Add +0.1% 20,529 $2.3M
Soltis Investment Advisors LLC 0.21% New 19,751 $2.3M
Family Wealth Partners, LLC 1.07% Add +3.6% 19,722 $2.3M
Patriot Investment Management Group, Inc. 0.17% Reduce -3.0% 19,404 $2.2M
CW Advisors, LLC 0.03% Reduce -1.9% 19,358 $2.2M
Level Financial Advisors 0.81% Reduce -10.1% 19,274 $2.2M
Mgo One Seven LLC 0.08% Add +6.5% 19,080 $2.2M
Mission Wealth Management, LP 0.05% Reduce -6.6% 18,768 $2.1M
Uptown Financial Advisors LLC 2.29% — 18,548 $2.1M
Pictet North America Advisors SA 0.20% Reduce -1.9% 18,221 $2.1M
Shufro Rose & Co. LLC 0.16% Add +3.2% 18,134 $2.1M
Traveka Wealth, LLC 1.13% Reduce -24.1% 17,905 $2.0M
Red Wave Investments LLC 0.71% Reduce -5.0% 17,816 $2.0M
Integrated Wealth Concepts LLC 0.02% Add +34.0% 17,440 $2.0M
Compass Ion Advisors, LLC 0.24% Reduce -4.0% 17,374 $2.0M
Tectonic Advisors LLC 0.13% Add +8.4% 17,357 $2.0M
Park Avenue Securities LLC 0.02% Reduce -19.7% 17,203 $2.0M
JFG Wealth Management, LLC 0.45% New 17,149 $2.0M
Kathleen S. Wright Associates Inc. 0.80% Reduce -0.3% 16,843 $1.9M
GHP Investment Advisors, Inc. 0.09% Add +1.3% 16,715 $1.9M
Spinnaker Trust 0.12% Reduce -86.5% 16,269 $1.9M
Atria Investments, Inc 0.02% Add +37.1% 16,039 $1.8M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.70% Reduce -34.1% 16,035 $1.8M
Transamerica Financial Advisors, LLC 0.18% Reduce -3.3% 15,984 $1.8M
Simon Quick Advisors, LLC 0.11% Add +0.3% 15,591 $1.8M
Summit Financial, LLC 0.06% Reduce -1.0% 15,552 $1.8M
McLean Asset Management Corp 0.53% Add +30.6% 15,450 $1.8M
Intrust Bank NA 0.18% Reduce -0.1% 15,430 $1.8M
Trilogy Capital Inc. 0.09% Reduce -8.3% 14,935 $1.7M
Waverly Advisors, LLC 0.03% Reduce -68.2% 14,861 $1.7M
PDS Planning, Inc 0.15% Reduce -6.9% 14,492 $1.7M
Asset Allocation Strategies LLC 0.40% Add +24.2% 14,175 $1.7M
Congress Asset Management Co. 0.01% Reduce -10.7% 14,466 $1.7M
Canandaigua National Bank & Trust Co. 0.16% Reduce -0.7% 14,418 $1.7M
AE Wealth Management LLC 0.01% Reduce -5.1% 14,389 $1.6M
Valtinson Bruner Financial Planning LLC 0.56% Add +4.7% 14,114 $1.6M
Atlanta Consulting Group Advisors, LLC 0.59% Reduce -0.3% 13,933 $1.6M
Beacon Pointe Advisors, LLC 0.02% Add +0.3% 13,821 $1.6M
Sincerus Advisory, LLC 1.68% — 13,700 $1.6M
Ballentine Partners, LLC 0.03% Reduce -9.6% 13,561 $1.6M
Wooster Corthell Wealth Management, Inc. 0.34% Reduce -4.5% 13,468 $1.5M
Zhang Financial LLC 0.09% Add +8.8% 13,404 $1.5M
Elevate Wealth Advisory, Inc. 1.15% Reduce -0.8% 13,340 $1.5M
Alpha Financial Advisors, LLC 0.69% Reduce -4.6% 13,288 $1.5M
Private Portfolio Partners LLC 0.28% Reduce -3.8% 13,260 $1.5M
Intergy Private Wealth, LLC 0.57% Add +6.4% 13,244 $1.5M
SOL Capital Management CO 0.17% Reduce -17.2% 13,093 $1.5M
Colorado Capital Management, Inc. 0.72% Reduce -17.5% 13,074 $1.5M
Captrust Financial Advisors 0.00% Add +8.0% 13,076 $1.5M
Pinnacle Associates Ltd. 0.02% Reduce -31.7% 12,976 $1.5M
Northern Trust Corp. 0.00% Add +3.3% 12,661 $1.4M
Cherry Tree Wealth Management, LLC 0.35% Add +6.0% 12,428 $1.4M
Total Clarity Wealth Management, Inc. 0.46% Add +18.5% 12,425 $1.4M
Upper Left Wealth Management, LLC 1.21% Add +5.2% 12,322 $1.4M
AllSquare Wealth Management LLC 0.81% No change 12,318 $1.4M
Cushing Capital Partners, LLC 1.34% — 12,194 $1.4M
Victory Capital Management Inc. 0.00% Add +560.1% 12,073 $1.4M
EP Wealth Advisors, LLC 0.01% Reduce -35.5% 11,751 $1.3M
Diversify Advisory Services, LLC 0.07% Reduce -23.1% 12,056 $1.3M
Vance Wealth, LLC 0.52% Reduce -5.4% 11,672 $1.3M
Operose Advisors LLC 0.44% Reduce -53.4% 11,337 $1.3M
Life Planning Partners, Inc 1.20% Reduce -0.8% 11,322 $1.3M
CoreCap Advisors, LLC 0.06% Add +43.4% 11,302 $1.3M
Pure Financial Advisors, LLC 0.03% Add +2.7% 11,274 $1.3M
Simplicity Wealth,LLC 0.27% Reduce -7.7% 11,169 $1.3M
Columbia River Financial Group, LLC 0.87% — 11,088 $1.3M
Advisory Services Network, LLC 0.02% Add +0.9% 10,928 $1.3M
Merriman Wealth Management, LLC 0.05% Add +1.4% 10,921 $1.3M
Golden Bell Financial Planning LLC 1.25% — 10,836 $1.2M
StoneX Group Inc. 0.07% New 10,707 $1.2M
CoreFirst Bank & Trust 0.73% New 10,691 $1.2M
Paragon Capital Management Ltd 0.25% Reduce -13.2% 10,664 $1.2M
Kingsview Wealth Management, LLC 0.02% Add +18.9% 10,665 $1.2M
Welch & Forbes LLC 0.02% Add +1.9% 10,484 $1.2M
EverSource Wealth Advisors, LLC 0.07% Reduce -7.3% 10,460 $1.2M
William Mack & Associates, Inc. 1.23% — 10,250 $1.2M
Concurrent Investment Advisors, LLC 0.03% Reduce -0.6% 10,189 $1.2M
Equita Financial Network, Inc. 0.42% No change 10,188 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.0% 10,157 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.7% 10,156 $1.2M
Center for Financial Planning, Inc. 0.15% Reduce -3.1% 10,036 $1.1M
Bell Investment Advisors, Inc 0.21% Add +2.6% 9,818 $1.1M
Evergreen Wealth Management, LLC 0.66% Reduce -5.4% 9,802 $1.1M
Morton Brown Family Wealth, LLC 0.39% Reduce -5.1% 9,698 $1.1M
Lake Street Advisors Group, LLC 0.05% No change 9,692 $1.1M
Minot DeBlois Advisors LLC 1.01% — 9,640 $1.1M
Opus Capital Group, LLC 0.14% Reduce -0.8% 9,591 $1.1M
Harbour Capital Advisors, LLC 0.24% Reduce -7.7% 9,558 $1.1M
Oppenheimer & Co. Inc. 0.02% Reduce -10.3% 9,467 $1.1M
SilverOak Wealth Management LLC 0.23% Add +7.5% 9,432 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -5.8% 9,364 $1.1M
Palisades Hudson Asset Management, L.P. 0.44% Add +1.6% 9,138 $1.0M
Larson Financial Group LLC 0.05% Reduce -6.9% 9,099 $1.0M
Sanctuary Advisors, LLC 0.01% Add +1.9% 8,684 $1.0M
Praetorian Wealth Management, Inc. 0.24% New 8,809 $1.0M
Payne Capital Management, LLC 0.43% — 8,772 $1.0M
Keybank National Association 0.00% No change 8,720 $998K
Blue Edge Capital, LLC 0.16% Reduce -1.3% 8,618 $987K
Halbert Hargrove Global Advisors, LLC 0.06% Reduce -1.5% 8,591 $983K
Naples Global Advisors, LLC 0.09% Add +2.1% 8,370 $958K
First Citizens Bank & Trust Co. 0.02% Reduce -3.7% 8,306 $951K
Everhart Financial Group, Inc. 0.20% Add +24.5% 8,288 $949K
Summit Financial Strategies, Inc. 0.10% Add +21.9% 8,258 $945K
Camelot Portfolios, LLC 1.01% Reduce -3.1% 8,190 $938K
Nepc LLC 0.02% New 8,114 $929K
JDH Wealth Management, LLC 0.81% — 8,041 $921K
Silver Oak Securities, Incorporated 0.09% Add +12.3% 8,030 $918K
CGN Advisors LLC 0.09% Add +1.8% 7,838 $897K
Callan Capital, LLC 0.06% Add +1.4% 7,732 $885K
Sachem Hill LLC 0.18% No change 7,529 $862K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.7% 7,392 $846K
Cresset Asset Management, LLC 0.00% Reduce -1.1% 7,330 $839K
Eagle Bay Advisors LLC 0.52% Add +81.3% 7,177 $822K
Avantax Advisory Services, Inc. 0.01% Add +41.4% 7,122 $815K
Dorsey & Whitney Trust CO LLC 0.04% Add +13.5% 7,082 $811K
Asset Dedication, LLC 0.06% Add +22.2% 6,888 $789K
Atria Wealth Solutions, Inc. 0.01% Add +183.5% 6,863 $786K
Tocqueville Asset Management L.P. 0.01% No change 6,838 $783K
World Investment Advisors 0.02% Reduce -8.5% 6,737 $771K
CIBC Private Wealth Group LLC 0.00% Reduce -5.7% 6,776 $769K
Thompson Siegel & Walmsley LLC 0.01% No change 6,671 $764K
Orion Porfolio Solutions, LLC 0.01% Reduce -34.5% 6,626 $759K
Orion Portfolio Solutions, LLC 0.01% Reduce -34.5% 6,626 $759K
Csenge Advisory Group 0.04% Reduce -7.8% 6,581 $753K
Anson Capital, Inc. 0.65% Add +3.5% 6,470 $741K
Encompass Wealth Advisors, LLC 0.30% Add +0.8% 6,428 $736K
RFG Advisory, LLC 0.02% Add +32.8% 6,424 $735K
Windward Private Wealth Management Inc. 0.28% Add +6.4% 6,335 $725K
SouthState Bank Corp 0.05% No change 6,244 $715K
TCI Wealth Advisors, Inc. 0.06% Reduce -5.3% 6,213 $711K
Choreo, LLC 0.01% Reduce -2.7% 6,153 $704K
Continuum Advisory, LLC 0.09% Reduce -2.4% 6,150 $704K
NorthCoast Asset Management LLC 0.00% Reduce -6.9% 5,978 $685K
Bank of New York Mellon Corp 0.00% Add +25.2% 5,938 $680K
Titleist Asset Management, LLC 0.08% Add +17.4% 5,934 $679K
Annis Gardner Whiting Capital Advisors, LLC 0.19% Add +41.8% 5,916 $677K
&partners 0.01% Add +7.8% 5,827 $668K
Warner Financial, Inc. 0.29% Reduce -0.6% 5,832 $668K
Blair William & Co. 0.00% Reduce -2.2% 5,815 $666K
Eagle Strategies LLC 0.11% Add +9.4% 5,768 $660K
Root Financial Partners, LLC 0.08% Add +168.8% 5,752 $659K
Tobias Financial Advisors, Inc. 0.13% Add +9.3% 5,733 $656K
J.W. Cole Advisors, Inc. 0.03% Add +6.0% 5,668 $649K
Cwm, LLC 0.00% Add +101.4% 5,640 $646K
Breakwater Capital Group 0.13% Add +11.1% 5,618 $643K
Rockbridge Investment Management, LCC 0.08% Add +0.0% 5,569 $638K
IAG Wealth Partners, LLC 0.11% Reduce -1.0% 5,568 $637K
HBK Sorce Advisory LLC 0.02% Add +94.9% 5,551 $635K
Thrivent Financial for Lutherans 0.00% Add +6.5% 5,493 $629K
Laird Norton Wetherby Wealth Management, LLC 0.03% Add +0.2% 5,415 $620K
True North Advisors, LLC 0.15% New 5,402 $618K
Kestra Private Wealth Services, LLC 0.01% Add +44.8% 5,317 $609K
Renaissance Group LLC 0.03% Add +77.8% 5,269 $603K
Moneta Group Investment Advisors LLC 0.01% Add +105.9% 5,238 $600K
M&T Bank Corp 0.00% Reduce -0.9% 5,231 $599K
Yoffe Investment Management, LLC 0.89% — 5,212 $597K
TFB Advisors LLC 0.17% Add +2.9% 5,189 $594K
BWM Planning, LLC 0.26% No change 5,135 $588K
Whittier Trust Co. 0.01% Add +50.1% 5,106 $585K
Beckerman Institutional, LLC 0.47% Add +3.1% 5,075 $581K
Archer Investment Management, LLC 0.36% — 5,067 $580K
Merit Financial Group, LLC 0.01% Reduce -4.3% 5,048 $578K
Liberty Capital Management, Inc. 0.13% Add +0.2% 5,046 $578K
Jackson Thornton Wealth Management, LLC 0.07% Add +0.6% 5,024 $575K
United Capital Financial Advisors, LLC 0.00% Reduce -10.8% 5,020 $575K
Private Trust Co. NA 0.06% No change 4,893 $560K
Gries Financial LLC 0.10% No change 4,876 $558K
Cary Street Partners Financial LLC 0.02% — 4,829 $553K
Deutsche Bank AG 0.00% Reduce -2.3% 4,824 $552K
Clarity Capital Advisors, LLC 0.37% Add +2.2% 4,791 $548K
Richardson Financial Services Inc. 0.38% Add +1.4% 4,784 $547K
Anchor Investment Management, LLC 0.05% Add +4.2% 4,771 $546K
Brighton Jones LLC 0.02% New 4,734 $542K
Klingman & Associates, LLC 0.03% No change 4,733 $542K
DHK Financial Advisors, Inc. 0.33% Add +2.2% 4,714 $540K
Comerica Bank 0.00% Add +1.6% 4,701 $538K
Pallas Capital Advisors LLC 0.02% Reduce -9.4% 4,679 $536K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +2.4% 4,658 $533K
DGS Capital Management, LLC 0.13% Add +16.4% 4,648 $532K
Frazier Financial Advisors, LLC 0.42% Reduce -4.4% 4,630 $529K
Glenmede Trust Co. NA 0.00% No change 4,570 $523K
Sound Financial Strategies Group, LLC 0.44% Reduce -9.3% 4,564 $522K
Trust Co. of Vermont 0.02% Add +203.0% 4,478 $513K
Lodestone Wealth Management LLC 0.26% No change 4,444 $509K
Swmg, LLC 0.20% Add +0.0% 4,409 $507K
PAX Financial Group, LLC 0.09% Reduce -2.8% 4,280 $490K
Trust Co of the South 0.10% No change 4,270 $489K
Flputnam Investment Management Co. 0.01% Reduce -9.5% 4,215 $483K
Glaxis Capital Management, LLC 1.32% Add +1.6% 8,317 $477K
Appleton Partners Inc. 0.04% No change 4,137 $474K
Prairiewood Capital, LLC 0.20% No change 4,139 $474K
Hexagon Capital Partners LLC 0.08% Reduce -3.2% 3,935 $450K
Aire Advisors, LLC 0.09% Reduce -1.8% 3,927 $450K
Bahl & Gaynor LLC 0.00% No change 3,916 $448K
OneAscent Financial Services LLC 0.04% New 3,910 $448K
Wedbush Securities Inc. 0.02% Reduce -6.3% 3,881 $444K
Optimist Retirement Group LLC 0.21% Add +0.9% 3,855 $441K
Duncker Streett & Co. Inc. 0.08% Add +1.0% 3,832 $439K
Parkside Financial Bank & Trust 0.06% Add +216.3% 3,754 $430K
Altiora Financial Group, LLC 0.09% New 3,748 $429K
TAGStone Capital, Inc. 0.21% Add +1.7% 3,734 $427K
Elios Financial Group Inc. 0.20% Add +0.9% 3,720 $426K
US Bancorp \de 0.00% No change 3,718 $426K
Composition Wealth, LLC 0.01% Reduce -25.1% 3,694 $423K
Aurelius Family Office LLC 0.21% — 3,664 $419K
Comprehensive Money Management Services LLC 0.34% — 3,645 $417K
Prosperity Planning, Inc. 0.19% Add +0.8% 3,643 $417K
May Hill Capital, LLC 0.16% — 3,614 $414K
Old National Bancorp 0.01% Reduce -0.9% 3,611 $413K
Chicago Partners Investment Group LLC 0.01% Reduce -2.4% 3,616 $410K
Financial Counselors Inc. 0.01% Reduce -6.3% 3,537 $405K
Scotia Capital Inc. 0.00% Reduce -1.6% 3,492 $400K
McAdam, LLC 0.02% Add +5.0% 3,450 $395K
Evergreen Capital Management LLC 0.01% Reduce -8.2% 3,379 $387K
Global Retirement Partners, LLC 0.01% Add +33.6% 3,360 $385K
Northwest Wealth Management, LLC 0.08% Reduce -5.4% 3,340 $382K
Allworth Financial LP 0.00% Add +2.2% 3,253 $374K
Pension & Wealth Management Advisors, Inc. 0.15% New 3,250 $372K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -43.4% 3,178 $364K
Institute for Wealth Management, LLC. 0.04% Add +0.2% 3,097 $355K
Capital Advisors Inc. 0.01% Reduce -76.2% 3,091 $354K
Stonebridge Financial Planning Group, LLC 0.16% Reduce -2.4% 3,074 $352K
NewEdge Advisors, LLC 0.00% Add +30.9% 3,061 $350K
SGL Investment Advisors, Inc. 0.18% Add +5.0% 2,989 $350K
Vanguard Group Inc. 0.00% Add +5.5% 3,045 $349K
AQR Capital Management 0.00% Add +61.0% 3,034 $347K
Quadcap Wealth Management, LLC 0.05% Add +52.9% 3,019 $346K
Red Door Wealth Management, LLC 0.05% No change 2,986 $342K
Stephens Inc. 0.00% Reduce -9.0% 2,985 $342K
Sunesis Advisors, LLC 0.21% No change 2,982 $341K
Bristlecone Advisors, LLC 0.03% Add +0.1% 2,979 $341K
TD Waterhouse Canada Inc. 0.00% No change 2,977 $341K
Prime Capital Investment Advisors, LLC 0.00% Reduce -5.9% 2,945 $337K
Carson Advisory Inc. 0.23% New 2,885 $330K
Black Diamond Financial, LLC 0.05% Add +55.3% 2,883 $330K
PBMares Wealth Management LLC 0.07% Add +0.6% 2,879 $330K
Fisher Asset Management 0.00% New 2,861 $328K
WealthShield Partners, LLC 0.05% Reduce -1.0% 2,822 $323K
Vestia Personal Wealth Advisors 0.27% Reduce -6.1% 2,817 $322K
Facet Wealth, Inc. 0.01% Reduce -22.8% 2,706 $315K
Johnson Investment Counsel Inc. 0.00% Reduce -0.8% 2,746 $314K
Maryland Capital Advisors Inc. 0.14% Reduce -1.6% 2,722 $312K
SageView Advisory Group, LLC 0.01% Add +12.9% 2,713 $311K
Wealthcare Advisory Partners LLC 0.01% Add +1.5% 2,705 $310K
Weik Capital Management 0.13% No change 2,700 $309K
Moisand Fitzgerald Tamayo, LLC 0.04% Reduce -1.2% 2,700 $309K
Ascentis Wealth Management, LLC 0.11% Add +31.6% 2,699 $309K
Regions Financial Corp. 0.00% No change 2,690 $308K
Resonant Capital Advisors, LLC 0.02% No change 2,670 $306K
Fiera Capital Corp 0.00% No change 2,644 $303K
American Investment Services, Inc. 0.05% No change 2,637 $302K
Essex Financial Services, Inc. 0.02% Add +0.0% 2,615 $299K
Capital Investment Advisors, LLC 0.01% Add +22.0% 2,583 $296K
Allegheny Financial Group 0.08% New 2,573 $295K
Brand Asset Management Group, Inc. 0.12% Reduce -29.1% 2,560 $293K
Jeppson Wealth Management, LLC 0.10% Add +1.1% 2,502 $286K
Smith Thornton Advisors LLC 0.18% No change 2,500 $286K
AdvisorNet Financial, Inc 0.02% Reduce -1.1% 2,491 $285K
Baker Ellis Asset Management LLC 0.04% No change 2,483 $284K
Single Point Partners, LLC 0.06% New 2,462 $282K
Fort Washington Investment Advisors Inc. 0.00% No change 2,441 $279K
Marshall Financial Group, LLC 0.07% Add +12.9% 2,434 $279K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -20.8% 2,381 $273K
Journey Beyond Wealth, LLC 0.26% — 2,372 $272K
MorganRosel Wealth Management, LLC 0.09% Reduce -13.4% 2,369 $271K
CSM Advisors, LLC 0.01% No change 2,350 $269K
Matisse Capital 0.14% No change 2,337 $268K
Franklin, Parlapiano, Turner & Welch, LLC 0.07% No change 2,337 $268K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 2,334 $267K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,326 $266K
Farther Finance Advisors, LLC 0.01% Reduce -37.7% 2,300 $263K
CVA Family Office, LLC 0.04% Reduce -48.4% 2,270 $260K
Equitable Holdings, Inc. 0.00% Reduce -32.2% 2,229 $255K
Drive Wealth Management, LLC 0.06% Reduce -1.1% 2,221 $254K
Anderson Hoagland & Co. 0.03% Reduce -3.2% 2,198 $250K
Betterment LLC 0.00% Reduce -40.9% 2,156 $247K
Everstar Asset Management, LLC 0.17% No change 2,145 $246K
Cape Investment Advisory, Inc. 0.10% Reduce -13.2% 2,145 $246K
Smartleaf Asset Management LLC 0.02% Add +12.9% 2,113 $242K
Clearstead Advisors, LLC 0.00% Add +10.7% 2,101 $241K
First National Bank of Mount Dora, Trust Investment Services 0.06% No change 2,100 $240K
Private Advisor Group, LLC 0.00% Reduce -26.1% 2,096 $240K
Ridgewood Investments LLC 0.11% Add +26.6% 2,046 $234K
HUB Investment Partners, LLC 0.01% New 1,989 $228K
Ascent Group, LLC 0.02% Reduce -31.1% 1,980 $227K
Bedel Financial Consulting, Inc. 0.03% Add +1.9% 1,943 $227K
WBH Advisory Inc. 0.02% Reduce -3.4% 1,971 $226K
Cim, LLC 0.03% No change 1,963 $225K
Roble, Belko & Company, Inc 0.04% Add +0.6% 1,945 $223K
Newport Capital Group, LLC 0.16% Add +2.2% 1,942 $222K
Avant Financial Advisors LLC 0.20% — 1,940 $222K
First Trust Advisors LP 0.00% New 1,938 $222K
Fifth Third Securities, Inc. 0.02% New 1,906 $218K
Silver Oak Advisory Group, Inc. 0.11% Reduce -0.6% 1,902 $217K
CreativeOne Wealth, LLC 0.01% Add +1.6% 1,888 $216K
Sterling Wealth Management, Inc. 0.08% Reduce -1.6% 1,886 $216K
ORG Partners LLC 0.03% Add +7.3% 1,868 $214K
180 Wealth Advisors, LLC 0.03% Add +5.8% 1,859 $213K
Center For Asset Management LLC 0.14% New 1,842 $211K
Argent Trust Co 0.01% No change 1,826 $209K
Armbruster Capital Management, Inc. 0.04% No change 1,825 $209K
FAS Wealth Partners, Inc. 0.02% Reduce -3.0% 1,818 $208K
Rialto Wealth Management, LLC 0.07% — 1,808 $207K
Destiny Wealth Partners, LLC 0.03% No change 1,801 $206K
Athena Investment Management 0.12% No change 1,800 $206K
Millennium Management 0.00% Reduce -51.3% 1,788 $205K
First National Trust Co 0.01% Reduce -0.9% 1,773 $203K
CENTRAL TRUST Co 0.01% Reduce -35.4% 1,772 $203K
Ironwood Financial, llc 0.04% Reduce -10.1% 1,750 $200K
UMB Bank, n.a. 0.00% Reduce -29.5% 1,652 $189K
Aptus Capital Advisors, LLC 0.00% Add +3368.1% 1,630 $187K
Parallel Advisors, LLC 0.00% Reduce -1.8% 1,627 $186K
Raelipskie Partnership 0.09% No change 1,620 $185K
Key Financial Inc 0.04% Add +0.3% 1,493 $171K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.2% 1,467 $168K
NorthRock Partners, LLC 0.01% Add +5.1% 1,444 $165K
USA Financial Formulas 0.03% Reduce -15.3% 1,390 $159K
City State Bank 0.06% Reduce -11.5% 1,381 $158K
Crewe Advisors LLC 0.02% No change 1,361 $156K
Robinswood Financial LLC 0.06% Add +0.3% 1,336 $153K
Spire Wealth Management 0.00% Add +0.5% 1,331 $152K
Pillar Financial Advisors, LLC 0.11% — 1,309 $150K
NewSquare Capital LLC 0.01% Add +4772.0% 1,218 $139K
Carolinas Wealth Consulting LLC 0.03% No change 1,145 $131K
Barclays PLC 0.00% Reduce -34.4% 1,145 $131K
SJS Investment Consulting Inc. 0.02% No change 1,042 $119K
IFP Advisors, Inc 0.00% Add +335.6% 1,015 $116K
Smithfield Trust Co 0.01% Add +143.3% 949 $108K
Private Capital Management LLC 0.02% New 908 $104K
Rothschild Investment LLC 0.01% No change 907 $104K
Harbour Investments, Inc. 0.00% Add +7.5% 805 $92K
Fairway Wealth LLC 0.04% Add +2.2% 792 $91K
Montag A & Associates Inc. 0.00% Add +1.1% 669 $77K
Old Second National Bank of Aurora 0.02% No change 639 $73K
Signature Resources Capital Management, LLC 0.06% No change 600 $69K
GPS Wealth Strategies Group, LLC 0.01% Add +11.5% 571 $65K
Medallion Wealth Advisors, LLC 0.03% — 564 $65K
TruNorth Capital Management, LLC 0.02% No change 558 $64K
Elevation Wealth Partners, LLC 0.02% Add +2.3% 495 $57K
Harbor Investment Advisory, LLC 0.01% No change 493 $56K
Financial Gravity Companies, Inc. 0.01% No change 492 $56K
FSA Wealth Management LLC 0.02% Add +2.1% 480 $55K
Golden State Wealth Management, LLC 0.01% — 453 $52K
Princeton Global Asset Management LLC 0.01% No change 438 $50K
Capital Advisors, Ltd. LLC 0.01% No change 433 $50K
Johnson Financial Group, Inc. 0.00% No change 430 $49K
JDM Financial Group LLC 0.02% No change 400 $46K
GeoWealth Management, LLC 0.00% Reduce -29.6% 394 $45K
Noble Wealth Management PBC 0.03% — 391 $45K
TD Capital Management LLC 0.00% Reduce -1.3% 369 $42K
C M Bidwell & Associates Ltd. 0.03% Add +17.2% 368 $42K
Barrett & Company, Inc. 0.02% No change 346 $40K
Cullen/Frost Bankers, Inc. 0.00% New 341 $39K
McIlrath & Eck, LLC 0.00% Reduce -53.0% 317 $36K
Glass Jacobson Investment Advisors llc 0.01% Reduce -16.3% 313 $36K
Park Square Financial Group, LLC 0.02% — 301 $34K
Concourse Financial Group Securities, Inc. 0.00% Reduce -50.9% 293 $34K
Salem Investment Counselors Inc. 0.00% No change 289 $33K
Coppell Advisory Solutions LLC 0.00% No change 270 $31K
St Germain D J Co. Inc. 0.00% No change 265 $30K
Beacon Capital Management, LLC 0.00% Reduce -33.0% 264 $30K
Guardian Wealth Management, Inc. 0.02% Add +0.4% 258 $30K
Geneos Wealth Management Inc. 0.00% Reduce -39.9% 258 $30K
Synergy Investment Management, LLC 0.01% — 250 $29K
WealthCollab, LLC 0.02% No change 247 $28K
Tidemark, LLC 0.01% Reduce -17.2% 240 $27K
Westside Investment Management, Inc. 0.01% No change 238 $27K
Pin Oak Investment Advisors Inc. 0.02% No change 212 $27K
WPG Advisers, LLC 0.02% — 228 $26K
Concord Wealth Partners 0.00% Add +88.5% 213 $24K
Lowe Wealth Advisors, LLC 0.01% New 204 $23K
Accent Capital Management, LLC 0.01% No change 200 $23K
Armstrong Advisory Group, Inc. 0.00% No change 200 $23K
GAMMA Investing LLC 0.00% Reduce -1.0% 193 $22K
Financial Perspectives, Inc 0.01% No change 175 $20K
Copia Wealth Management 0.02% — 172 $20K
Sachetta, LLC 0.01% New 168 $19K
Bogart Wealth, LLC 0.00% Add +0.6% 168 $19K
MCF Advisors LLC 0.00% No change 162 $19K
Blue Trust, Inc. 0.00% Reduce -55.4% 158 $18K
Gables Capital Management Inc. 0.01% No change 152 $17K
Ameriflex Group, Inc. 0.01% — 150 $17K
Evermay Wealth Management LLC 0.00% No change 150 $17K
Fifth Third Bancorp 0.00% No change 143 $16K
Legacy Bridge, LLC 0.01% No change 140 $16K
Integrity Financial Corp 0.01% New 132 $15K
Ancora Advisors LLC 0.00% Reduce -22.8% 132 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 122 $14K
Ulland Investment Advisors, LLC 0.01% No change 125 $14K
Pacifica Partners Inc. 0.01% No change 122 $14K
MPWM Advisory Solutions, LLC 0.01% — 113 $13K
Eastern Bank 0.00% No change 110 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +39.5% 106 $12K
Vermillion Wealth Management, Inc. 0.01% — 100 $11K
Curio Wealth, LLC 0.01% — 100 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -51.7% 100 $11K
LGT Financial Advisors LLC 0.02% Add +2.1% 98 $11K
First PREMIER Bank 0.00% New 98 $11K
Cardinal Strategic Wealth Guidance 0.00% New 89 $10K
Indiana Trust & Investment Management Co 0.00% No change 81 $9K
2UniFi Bank 0.01% — 78 $9K
Hoese & Co LLP 0.01% New 72 $8K
Avion Wealth 0.00% No change 71 $8K
MeadowBrook Investment Advisors LLC 0.01% No change 63 $7K
Ruedi Wealth Management, Inc. 0.00% No change 62 $7K
VSM Wealth Advisory, LLC 0.00% — 58 $7K
Sunbelt Securities, Inc. 0.00% No change 57 $7K
Mattson Financial Services, LLC 0.00% New 48 $6K
Iron Horse Wealth Management, LLC 0.00% No change 50 $6K
Brown, Lisle/Cummings, Inc. 0.00% New 50 $6K
Tucker Asset Management LLC 0.00% Add +193.8% 47 $5K
Aspect Partners, LLC 0.00% No change 46 $5K
Capital Investment Advisory Services, LLC 0.00% No change 45 $5K
Coston, McIsaac & Partners 0.00% No change 44 $5K
Transcendent Capital Group LLC 0.00% No change 40 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $5K
Sanctuary Wealth Management, L.L.C. 0.00% No change 35 $4K
CGC Financial Services, LLC 0.00% No change 35 $4K
Peterson Wealth Services 0.00% No change 35 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% — 33 $4K
Accredited Wealth Management, LLC 0.00% — 32 $4K
Kiely Wealth Advisory Group, Inc. 0.00% No change 31 $4K
Jackson Hole Capital Partners, LLC 0.00% No change 28 $3K
Raffa Wealth Management, LLC 0.00% Add +8.0% 27 $3K
Adirondack Trust Co. 0.00% No change 27 $3K
Winthrop Capital Management, LLC 0.00% New 26 $3K
New Republic Capital, LLC 0.00% No change 26 $3K
Synergy Asset Management, LLC 0.00% New 23 $3K
Russell Investments Group, Ltd. 0.00% No change 23 $3K
Bangor Savings Bank 0.00% No change 20 $2K
Anfield Capital Management, LLC 0.00% No change 19 $2K
Balentine LLC 0.00% No change 18 $2K
Bellwether Advisors, LLC 0.00% New 17 $2K
Sugarloaf Wealth Management, LLC 0.00% Add +6.3% 17 $2K
Legacy Investment Solutions, LLC 0.00% Reduce -20.0% 16 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -20.0% 16 $2K
Raleigh Capital Management Inc. 0.00% No change 16 $2K
Rosenberg Matthew Hamilton 0.00% No change 16 $2K
Quent Capital, LLC 0.00% No change 15 $2K
Cassady Schiller Wealth Management, LLC 0.00% No change 15 $2K
Ashton Thomas Securities, LLC 0.00% No change 15 $2K
Cordant, Inc. 0.00% No change 14 $2K
HighMark Wealth Management LLC 0.00% No change 12 $1K
Aventura Private Wealth, LLC 0.00% — 12 $1K
SYM FINANCIAL Corp 0.00% New 12 $1K
Fourth Dimension Wealth, LLC 0.00% — 11 $1K
FLP Wealth Management, LLC 0.00% — 11 $1K
GoalVest Advisory LLC 0.00% New 9 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 8 $1K
WR Wealth Planners, LLC 0.00% New 7 $801
United Community Bank 0.00% New 6 $687
Investment Counsel Co. of Nevada 0.00% — 5 $573
Prudent Man Investment Management, Inc. 0.00% — 4 $458
Archer Investment Corp 0.00% No change 3 $393
TCTC Holdings, LLC 0.00% No change 2 $229

"% of holder's portfolio" is VSS's weight in each manager's 13F, not the share of Vanguard Ftse All Wo X-US SC the manager owns.