Vanguard Ftse All Wo X-US SCVSSETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 621 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, down 14 from Q4 2024. 48 opened new positions and 52 sold out. The largest holders were Empower Advisory Group, LLC ($561.1M), Bessemer Group Inc. ($332.4M) and Natixis Advisors, LLC ($263.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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
- Vanguard Ftse All Wo X-US SC
- CUSIP
- 922042718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $141.0M |
| Exits | 52 | $177.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,990,943 shares bought and 6,793,174 shares sold, net −3,802,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 621 holders
| Empower Advisory Group, LLC | 1.83% | Add +6.5% | 4,853,903 | $561.1M |
| Bessemer Group Inc. | 0.60% | Add +2.3% | 2,875,560 | $332.4M |
| Natixis Advisors, LLC | 0.49% | Reduce -14.0% | 2,274,666 | $263.0M |
| Mason Investment Advisory Services, Inc. | 13.50% | Add +0.3% | 1,935,130 | $223.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -3.1% | 1,515,730 | $175.2M |
| 1832 Asset Management L.P. | 0.25% | Reduce -1.9% | 1,146,847 | $132.6M |
| Clark Capital Management Group, Inc. | 0.68% | Add +3.4% | 818,242 | $94.6M |
| Assetmark, Inc. | 0.26% | Reduce -1.8% | 815,751 | $94.3M |
| Morgan Stanley | 0.01% | Reduce -61.8% | 802,521 | $92.8M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -6.0% | 795,130 | $91.9M |
| Jones Financial Companies LLLP | 0.06% | Add +1.0% | 568,450 | $66.1M |
| Creative Planning | 0.06% | Add +13.1% | 570,606 | $66.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -9.1% | 560,266 | $64.8M |
| UBS Group AG | 0.01% | Add +5.4% | 557,396 | $64.4M |
| Wit, LLC | 1.59% | New | 484,096 | $56.0M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -55.5% | 443,220 | $51.2M |
| Bank of America Corp. | 0.00% | Add +62.2% | 432,349 | $50.0M |
| State Street Corp. | 0.00% | Add +51.9% | 426,033 | $49.2M |
| LPL Financial LLC | 0.02% | Add +10.5% | 399,198 | $46.1M |
| Efficient Advisors, LLC | 2.73% | Add +0.2% | 362,150 | $41.9M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -8.4% | 354,827 | $41.0M |
| Full Sail Capital, LLC | 2.55% | Add +2.2% | 340,477 | $39.4M |
| Jane Street Group, LLC | 0.07% | New | 332,532 | $38.4M |
| Wells Fargo & Company | 0.01% | Reduce -9.0% | 331,531 | $38.3M |
| Advisory Alpha, LLC | 1.28% | Reduce -12.2% | 327,150 | $37.8M |
| Pathstone Holdings, LLC | 0.16% | Add +5.3% | 302,665 | $35.8M |
| Pacific Life Fund Advisors LLC | 3.91% | Add +5.2% | 301,233 | $34.8M |
| Lincoln National Corp. | 1.10% | Add +1.6% | 294,135 | $34.0M |
| Bank of Montreal | 0.02% | Add +3.5% | 282,490 | $32.7M |
| FMR LLC | 0.00% | Reduce -52.7% | 273,690 | $31.6M |
| Royal Bank of Canada | 0.01% | Add +91.6% | 264,837 | $30.6M |
| PrairieView Partners, LLC | 3.15% | Add +0.6% | 261,497 | $30.2M |
| Corient Private Wealth LP | 0.05% | Add +240.3% | 254,938 | $29.5M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -74.0% | 253,430 | $29.3M |
| Stifel Financial Corp. | 0.03% | Reduce -23.1% | 246,629 | $28.5M |
| Cetera Investment Advisers | 0.05% | Add +2.4% | 235,330 | $27.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.65% | Add +0.5% | 218,687 | $25.3M |
| Nisa Investment Advisors, LLC | 0.12% | Reduce -34.8% | 210,000 | $24.3M |
| Apella Capital, LLC | 0.83% | Reduce -19.2% | 218,001 | $24.2M |
| Galvin, Gaustad & Stein, LLC | 2.11% | Add +1.3% | 201,330 | $23.3M |
| 25 LLC | 9.62% | Add +6.2% | 201,100 | $23.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.5% | 187,810 | $21.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.1% | 177,327 | $20.5M |
| Wedmont Private Capital | 1.03% | Add +8.8% | 177,367 | $20.1M |
| Cerity Partners LLC | 0.04% | Add +3.3% | 173,069 | $20.0M |
| Fusion Family Wealth, LLC | 1.78% | Reduce -51.7% | 167,902 | $19.4M |
| Mather Group, Llc. | 0.21% | Add +0.8% | 157,873 | $18.3M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -35.6% | 152,187 | $17.6M |
| Vontobel Holding Ltd. | 0.06% | No change | 150,000 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 149,176 | $17.2M |
| First Horizon Advisors, Inc. | 0.41% | Add +3.0% | 126,512 | $14.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 121,121 | $14.0M |
| MilWealth Group LLC | 3.70% | Add +1.5% | 116,307 | $13.4M |
| Atlas Capital Advisors Inc. | 1.64% | Add +8.6% | 113,610 | $13.1M |
| Portland Global Advisors LLC | 1.64% | Add +3.6% | 112,679 | $13.0M |
| Aspiriant, LLC | 0.45% | Add +3.9% | 112,541 | $13.0M |
| Partners in Financial Planning | 2.47% | Add +4.2% | 106,343 | $12.3M |
| N.E.W. Advisory Services LLC | 0.88% | Add +19.2% | 99,508 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +31.6% | 96,002 | $11.1M |
| IMA Advisory Services, Inc. | 1.27% | Reduce -7.2% | 92,601 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Add +36.5% | 91,687 | $10.6M |
| Coldstream Capital Management Inc. | 0.22% | Reduce -4.5% | 90,819 | $10.5M |
| Modera Wealth Management, LLC | 0.14% | Add +3.5% | 89,924 | $10.4M |
| Susquehanna International Group, LLP | 0.02% | Add +153.3% | 89,428 | $10.3M |
| Flow Traders U.S. LLC | 0.42% | Add +129.9% | 86,818 | $10.0M |
| Family CFO Inc | 5.44% | Reduce -2.3% | 85,712 | $9.9M |
| Inspire Trust Co, N.A. | 2.35% | Add +6.2% | 85,519 | $9.9M |
| Beaird Harris Wealth Management, LLC | 0.84% | Reduce -6.3% | 85,341 | $9.9M |
| Principal Securities, Inc. | 0.22% | Add +0.1% | 84,521 | $9.7M |
| Citigroup Inc. | 0.01% | Add +68.4% | 81,717 | $9.4M |
| IFG Advisors, LLC | 1.80% | Reduce -0.3% | 80,972 | $9.4M |
| Grove Street Fiduciary, LLC | 4.66% | Reduce -0.3% | 79,520 | $9.2M |
| Brooklyn FI, LLC | 2.81% | Add +8.6% | 82,293 | $9.1M |
| Strategic Financial Planning, Inc. | 6.15% | Add +1.4% | 77,219 | $8.9M |
| Johnson Financial Group, LLC | 0.92% | Add +4.0% | 75,544 | $8.7M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -0.4% | 72,392 | $8.4M |
| Checchi Capital Advisers, LLC | 0.58% | Add +0.1% | 71,040 | $8.2M |
| MAI Capital Management | 0.06% | Add +6.4% | 70,925 | $8.2M |
| Obsidian Cio, LLC | 1.33% | Add +86.7% | 70,756 | $8.2M |
| Valmark Advisers, Inc. | 0.12% | Add +13.9% | 70,402 | $8.1M |
| Old Mission Capital LLC | 0.15% | New | 69,257 | $8.0M |
| RTD Financial Advisors, Inc. | 1.07% | Reduce -0.9% | 68,673 | $7.9M |
| Texas Yale Capital Corp. | 0.32% | Add +8.6% | 67,073 | $7.8M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 65,900 | $7.6M |
| Presilium Private Wealth, LLC | 1.70% | Add +7.4% | 65,494 | $7.6M |
| Baird Financial Group, Inc. | 0.01% | Add +4.9% | 64,336 | $7.4M |
| Exencial Wealth Advisors, LLC | 0.27% | Reduce -0.5% | 63,959 | $7.4M |
| Causeway Capital Management LLC | 0.15% | Reduce -14.7% | 62,822 | $7.3M |
| Whitaker-Myers Wealth Managers, LTD. | 1.97% | Add +6.7% | 60,721 | $7.0M |
| DRW Securities, LLC | 0.58% | New | 59,457 | $6.9M |
| Symmetry Partners, LLC | 0.92% | Reduce -32.5% | 57,206 | $6.6M |
| Diversify Wealth Management, LLC | 0.48% | Add +15.8% | 54,114 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -33.4% | 54,135 | $6.3M |
| Tanager Wealth Management LLP | 0.80% | Reduce -24.3% | 53,522 | $6.2M |
| Columbus Macro, LLC | 0.80% | Add +1.6% | 52,551 | $6.1M |
| Atmos Advisory, LLC | 4.05% | Add +7.0% | 52,226 | $6.0M |
| Maltin Wealth Management, Inc. | 2.79% | Add +4.1% | 51,367 | $5.9M |
| Cutler Investment Counsel LLC | 0.71% | Add +43.4% | 50,995 | $5.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 49,421 | $5.7M |
| Commerce Bank | 0.04% | Reduce -60.3% | 48,439 | $5.6M |
| MML Investors Services, LLC | 0.02% | Reduce -43.0% | 47,592 | $5.5M |
| Avior Wealth Management, LLC | 0.21% | Reduce -0.7% | 47,035 | $5.4M |
| Mackenzie Financial Corp. | 0.01% | Add +17.0% | 45,775 | $5.3M |
| Citadel Advisors | 0.01% | New | 44,920 | $5.2M |
| Twin Focus Capital Partners, LLC | 0.80% | Reduce -0.4% | 44,585 | $5.2M |
| Sage Financial Management Group, Inc. | 1.79% | Add +5.0% | 42,744 | $4.9M |
| Colony Family Offices, LLC | 1.54% | Add +0.7% | 42,664 | $4.9M |
| Focus Partners Wealth | 0.01% | Add +25.7% | 41,626 | $4.8M |
| Truist Financial Corp. | 0.01% | Reduce -3.7% | 40,940 | $4.7M |
| Mariner, LLC | 0.01% | Add +3.3% | 40,058 | $4.6M |
| Flower City Capital | 3.03% | Add +5.4% | 39,992 | $4.6M |
| Capital Analysts, LLC | 0.17% | Reduce -68.9% | 39,720 | $4.6M |
| Family Firm, Inc. | 0.99% | Reduce -43.6% | 38,209 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 38,098 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.1% | 37,480 | $4.3M |
| Viewpoint Capital Management LLC | 2.33% | Add +7.0% | 37,405 | $4.3M |
| Boston Standard Wealth Management, LLC | 0.95% | Reduce -13.9% | 36,724 | $4.3M |
| Causey Wealth LLC | 2.40% | Reduce -19.8% | 37,141 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +11.3% | 36,673 | $4.2M |
| Moller Wealth Partners | 1.04% | Add +13.8% | 36,308 | $4.2M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -7.0% | 35,934 | $4.2M |
| Vawter Financial, Ltd. | 2.32% | Reduce -0.2% | 35,750 | $4.1M |
| Sage Rhino Capital LLC | 0.96% | Reduce -1.8% | 35,721 | $4.1M |
| SBI Securities Co., Ltd. | 0.14% | Reduce -0.2% | 35,654 | $4.1M |
| Lam Group, Inc. | 3.02% | Add +0.1% | 35,480 | $4.1M |
| Redwood Investment Management, LLC | 0.44% | No change | 34,739 | $4.0M |
| One Day In July LLC | 0.40% | Add +2.2% | 34,722 | $4.0M |
| Tortoise Investment Management, LLC | 0.41% | Reduce -9.7% | 34,076 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.6% | 33,202 | $3.8M |
| Factor Wealth Management LTD | 1.17% | Add +3.9% | 32,971 | $3.8M |
| Obsido Oy | 3.23% | Add +4.5% | 32,630 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +0.1% | 32,004 | $3.7M |
| Cardiff Park Advisors, LLC | 0.35% | Reduce -1.3% | 31,411 | $3.6M |
| Kohmann Bosshard Financial Services, LLC | 0.42% | Reduce -39.1% | 31,046 | $3.6M |
| SWAN Capital LLC | 1.65% | Add +22.4% | 30,935 | $3.6M |
| GFS Advisors, LLC | 0.72% | Add +13.5% | 30,873 | $3.6M |
| St. Louis Trust Co | 0.51% | No change | 30,553 | $3.5M |
| Landmark Wealth Management, LLC | 1.56% | Reduce -0.2% | 30,527 | $3.5M |
| Aletheian Wealth Advisors LLC | 1.96% | Add +8.4% | 30,114 | $3.5M |
| Haverford Trust Co | 0.03% | No change | 28,812 | $3.3M |
| Womack Financial LLC | 3.02% | Add +2.4% | 28,561 | $3.3M |
| FDx Advisors, Inc. | 1.06% | Reduce -9.2% | 28,090 | $3.2M |
| Rebalance, LLC | 0.24% | No change | 27,869 | $3.2M |
| Quantum Capital Management, LLC / NJ | 0.33% | New | 27,721 | $3.2M |
| Blue Barn Wealth, LLC | 1.67% | Add +11.2% | 27,712 | $3.2M |
| Noble Family Wealth, LLC | 0.88% | Add +14.6% | 27,687 | $3.2M |
| Strategic Investment Advisors / MI | 0.34% | Add +8.3% | 27,581 | $3.2M |
| Allegiance Financial Group Advisory Services LLC | 0.97% | Reduce -9.6% | 27,494 | $3.2M |
| LPWM LLC | 1.00% | Add +3.0% | 26,771 | $3.1M |
| Certified Advisory Corp | 0.35% | Reduce -3.9% | 26,734 | $3.1M |
| Creative Financial Designs Inc. | 0.25% | Reduce -7.0% | 26,617 | $3.1M |
| Compound Planning, Inc. | 0.14% | Reduce -5.1% | 26,592 | $3.1M |
| Hemington Wealth Management | 0.47% | No change | 26,081 | $3.0M |
| Walkner Condon Financial Advisors LLC | 0.61% | Reduce -3.0% | 26,041 | $3.0M |
| Cornerstone Wealth Advisors, Inc. | 0.83% | Add +0.5% | 25,875 | $3.0M |
| Eclectic Associates Inc. | 0.80% | Add +7.0% | 25,731 | $3.0M |
| Horizon Financial Services, LLC | 1.64% | Reduce -14.5% | 25,390 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -22.9% | 24,640 | $2.8M |
| Bear Mountain Capital, Inc. | 1.09% | Reduce -1.0% | 23,376 | $2.8M |
| Foundation Wealth Management, LLC\PA | 1.34% | Add +3.3% | 24,272 | $2.8M |
| Fiduciary Advisors, Inc. | 2.69% | Add +4.0% | 23,583 | $2.7M |
| Aberdeen Wealth Management LLC | 1.88% | No change | 23,576 | $2.7M |
| Arbor Wealth Advisors LLC | 2.39% | No change | 23,214 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -14.2% | 23,108 | $2.7M |
| Newton One Investments LLC | 0.95% | Add +10.0% | 22,936 | $2.7M |
| Evanson Asset Management, LLC | 0.18% | Reduce -0.2% | 22,436 | $2.6M |
| Voya Financial Advisors, Inc. | 0.29% | Add +8.4% | 22,251 | $2.6M |
| Regal Investment Advisors LLC | 0.21% | Add +3.0% | 22,157 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -22.8% | 22,053 | $2.5M |
| Investment Partners, LTD. | 1.05% | Add +2.5% | 21,883 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.4% | 21,768 | $2.5M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -16.0% | 21,758 | $2.5M |
| Ascent Group, LLC | 0.11% | Add +995.3% | 21,687 | $2.5M |
| Falcon Wealth Planning | 0.27% | Reduce -20.5% | 20,954 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.8% | 20,777 | $2.4M |
| Integrity Wealth Solutions LLC | 1.28% | Reduce -2.0% | 20,504 | $2.4M |
| Victory Capital Management Inc. | 0.00% | Add +69.5% | 20,466 | $2.4M |
| Family Wealth Partners, LLC | 1.04% | Add +0.1% | 19,749 | $2.3M |
| Cassaday & Co Wealth Management LLC | 0.06% | Reduce -6.8% | 19,674 | $2.3M |
| Pictet North America Advisors SA | 0.22% | Add +6.3% | 19,360 | $2.2M |
| Patriot Investment Management Group, Inc. | 0.17% | Reduce -1.4% | 19,127 | $2.2M |
| CW Advisors, LLC | 0.03% | Reduce -1.3% | 19,112 | $2.2M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Reduce -29.8% | 19,037 | $2.2M |
| Uptown Financial Advisors LLC | 2.27% | Add +2.5% | 19,017 | $2.2M |
| Renaissance Technologies | 0.00% | New | 18,900 | $2.2M |
| Mission Wealth Management, LP | 0.05% | Reduce -1.8% | 18,438 | $2.1M |
| Park Avenue Securities LLC | 0.03% | Add +7.0% | 18,403 | $2.1M |
| Upper Left Wealth Management, LLC | 1.52% | Add +48.4% | 18,288 | $2.1M |
| Tectonic Advisors LLC | 0.13% | Add +5.3% | 18,286 | $2.1M |
| Level Financial Advisors | 0.71% | Reduce -6.7% | 17,974 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.5% | 17,352 | $2.0M |
| CoreFirst Bank & Trust | 1.28% | Add +60.6% | 17,167 | $2.0M |
| Traveka Wealth, LLC | 1.10% | Reduce -4.8% | 17,039 | $2.0M |
| Asset Allocation Strategies LLC | 0.49% | Add +20.1% | 17,030 | $2.0M |
| Intrust Bank NA | 0.19% | Add +10.2% | 16,999 | $2.0M |
| Red Wave Investments LLC | 0.70% | Reduce -5.4% | 16,846 | $1.9M |
| Shufro Rose & Co. LLC | 0.15% | Reduce -8.3% | 16,626 | $1.9M |
| Kathleen S. Wright Associates Inc. | 0.77% | Reduce -4.3% | 16,125 | $1.9M |
| Diversify Advisory Services, LLC | 0.12% | Add +27.9% | 15,415 | $1.9M |
| Summit Financial, LLC | 0.05% | Add +2.8% | 15,983 | $1.8M |
| JFG Wealth Management, LLC | 0.42% | Reduce -7.1% | 15,934 | $1.8M |
| Compass Ion Advisors, LLC | 0.21% | Reduce -9.3% | 15,756 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.18% | Reduce -2.2% | 15,626 | $1.8M |
| Simon Quick Advisors, LLC | 0.10% | No change | 15,591 | $1.8M |
| Valtinson Bruner Financial Planning LLC | 0.60% | Add +8.8% | 15,359 | $1.8M |
| Mgo One Seven LLC | 0.07% | Reduce -23.4% | 14,617 | $1.7M |
| GHP Investment Advisors, Inc. | 0.08% | Reduce -13.1% | 14,523 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +0.6% | 14,468 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | Add +28.7% | 14,370 | $1.7M |
| Canandaigua National Bank & Trust Co. | 0.16% | Reduce -1.3% | 14,229 | $1.6M |
| PDS Planning, Inc | 0.14% | Reduce -2.1% | 14,182 | $1.6M |
| Sincerus Advisory, LLC | 1.72% | Add +3.1% | 14,119 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +7.9% | 14,105 | $1.6M |
| Atlanta Consulting Group Advisors, LLC | 0.47% | No change | 13,933 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.5% | 13,759 | $1.6M |
| Zhang Financial LLC | 0.08% | Add +2.6% | 13,755 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -7.7% | 13,714 | $1.6M |
| Ballentine Partners, LLC | 0.03% | No change | 13,561 | $1.6M |
| Congress Asset Management Co. | 0.01% | Reduce -6.5% | 13,533 | $1.6M |
| Elevate Wealth Advisory, Inc. | 1.11% | Add +1.2% | 13,503 | $1.6M |
| Wooster Corthell Wealth Management, Inc. | 0.32% | No change | 13,468 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -16.8% | 13,348 | $1.5M |
| Intergy Private Wealth, LLC | 0.57% | Reduce -1.4% | 13,053 | $1.5M |
| Alpha Financial Advisors, LLC | 0.66% | Reduce -2.7% | 12,926 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | Add +14.1% | 12,894 | $1.5M |
| Everhart Financial Group, Inc. | 0.20% | Add +54.4% | 12,795 | $1.5M |
| Cushing Capital Partners, LLC | 1.32% | Add +4.2% | 12,711 | $1.5M |
| Gibraltar Capital Management, Inc. | 0.31% | New | 12,365 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -4.8% | 12,351 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 12,324 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.46% | No change | 12,425 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.34% | Reduce -1.4% | 12,260 | $1.4M |
| AllSquare Wealth Management LLC | 0.80% | Reduce -5.4% | 11,658 | $1.3M |
| Colorado Capital Management, Inc. | 0.63% | Reduce -11.2% | 11,613 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +5.9% | 11,577 | $1.3M |
| Paragon Capital Management Ltd | 0.28% | Add +8.4% | 11,564 | $1.3M |
| Vance Wealth, LLC | 0.49% | Reduce -2.7% | 11,359 | $1.3M |
| Life Planning Partners, Inc | 1.17% | Reduce -1.6% | 11,137 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.3% | 11,118 | $1.3M |
| Center for Financial Planning, Inc. | 0.16% | Add +8.8% | 10,921 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -8.0% | 10,817 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +0.4% | 10,506 | $1.2M |
| SOL Capital Management CO | 0.13% | Reduce -20.1% | 10,468 | $1.2M |
| Welch & Forbes LLC | 0.02% | Reduce -1.4% | 10,334 | $1.2M |
| Equita Financial Network, Inc. | 0.41% | No change | 10,188 | $1.2M |
| Golden Bell Financial Planning LLC | 1.13% | Reduce -6.8% | 10,094 | $1.2M |
| Camelot Portfolios, LLC | 0.72% | Add +21.7% | 9,968 | $1.2M |
| McLean Asset Management Corp | 0.37% | Reduce -29.8% | 10,848 | $1.1M |
| Summit Financial Strategies, Inc. | 0.11% | Add +17.8% | 9,724 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -14.3% | 9,657 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.9% | 9,652 | $1.1M |
| Bell Investment Advisors, Inc | 0.21% | Reduce -1.9% | 9,630 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +61.8% | 9,605 | $1.1M |
| World Investment Advisors | 0.03% | Add +41.4% | 9,525 | $1.1M |
| William Mack & Associates, Inc. | 0.94% | Reduce -7.5% | 9,484 | $1.1M |
| Harbour Capital Advisors, LLC | 0.27% | No change | 9,558 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -0.5% | 9,321 | $1.1M |
| Minot DeBlois Advisors LLC | 1.07% | Reduce -3.8% | 9,275 | $1.1M |
| Nwam LLC | 0.09% | Reduce -66.9% | 9,127 | $1.1M |
| Larson Financial Group LLC | 0.05% | Reduce -0.7% | 9,033 | $1.0M |
| Silver Oak Securities, Incorporated | 0.10% | Add +11.2% | 8,930 | $1.0M |
| Payne Capital Management, LLC | 0.44% | Add +1.1% | 8,869 | $1.0M |
| Praetorian Wealth Management, Inc. | 0.24% | Reduce -1.4% | 8,689 | $1.0M |
| Naples Global Advisors, LLC | 0.10% | Add +3.6% | 8,670 | $1.0M |
| Keybank National Association | 0.00% | Reduce -0.6% | 8,670 | $1.0M |
| Columbia River Financial Group, LLC | 0.67% | Reduce -21.8% | 8,674 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 8,557 | $989K |
| Blue Edge Capital, LLC | 0.16% | Reduce -0.7% | 8,555 | $989K |
| Institute for Wealth Management, LLC. | 0.13% | Add +173.3% | 8,463 | $978K |
| Morton Brown Family Wealth, LLC | 0.33% | Reduce -12.9% | 8,446 | $976K |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.8% | 8,368 | $967K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.7% | 8,156 | $943K |
| Nepc LLC | 0.03% | No change | 8,114 | $938K |
| JDH Wealth Management, LLC | 0.80% | No change | 8,041 | $930K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -21.9% | 7,937 | $919K |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.8% | 7,889 | $912K |
| CGN Advisors LLC | 0.09% | Reduce -0.4% | 7,810 | $903K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -9.8% | 7,746 | $895K |
| Callan Capital, LLC | 0.07% | No change | 7,732 | $894K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +15.6% | 7,660 | $885K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +15.6% | 7,660 | $885K |
| Sachem Hill LLC | 0.17% | No change | 7,529 | $870K |
| SouthState Bank Corp | 0.04% | Add +19.4% | 7,453 | $862K |
| Asset Dedication, LLC | 0.07% | Add +7.3% | 7,391 | $854K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.0% | 7,243 | $837K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.2% | 7,168 | $829K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,082 | $819K |
| &partners | 0.01% | Add +17.9% | 6,872 | $800K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 6,838 | $790K |
| Savant Capital, LLC | 0.01% | Reduce -85.4% | 6,800 | $786K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 6,671 | $771K |
| Encompass Wealth Advisors, LLC | 0.31% | Add +3.2% | 6,631 | $767K |
| M&T Bank Corp | 0.00% | Add +25.9% | 6,587 | $761K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.0% | 7,250 | $756K |
| Jackson Thornton Wealth Management, LLC | 0.10% | Add +28.1% | 6,434 | $746K |
| Windward Private Wealth Management Inc. | 0.28% | Reduce -0.2% | 6,322 | $731K |
| LRI Investments, LLC | 0.07% | New | 6,307 | $729K |
| Titleist Asset Management, LLC | 0.08% | Add +4.9% | 6,223 | $719K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -0.1% | 6,205 | $717K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +8.7% | 6,161 | $712K |
| Tobias Financial Advisors, Inc. | 0.14% | Add +5.0% | 6,020 | $696K |
| Continuum Advisory, LLC | 0.09% | Reduce -2.8% | 5,980 | $691K |
| Choreo, LLC | 0.01% | Reduce -2.9% | 5,972 | $690K |
| Bailard, Inc. | 0.02% | New | 5,886 | $680K |
| Warner Financial, Inc. | 0.30% | No change | 5,832 | $674K |
| Eagle Strategies LLC | 0.12% | Add +0.4% | 5,789 | $669K |
| Eagle Bay Advisors LLC | 0.56% | Reduce -20.4% | 5,716 | $661K |
| IAG Wealth Partners, LLC | 0.10% | Add +1.8% | 5,670 | $655K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -0.6% | 5,538 | $640K |
| True North Advisors, LLC | 0.11% | Add +0.5% | 5,428 | $627K |
| SilverOak Wealth Management LLC | 0.14% | Reduce -42.6% | 5,411 | $625K |
| Liberty Capital Management, Inc. | 0.14% | Add +4.7% | 5,284 | $611K |
| Yoffe Investment Management, LLC | 0.89% | No change | 5,212 | $603K |
| Beckerman Institutional, LLC | 0.43% | Add +1.3% | 5,140 | $594K |
| BWM Planning, LLC | 0.25% | No change | 5,135 | $594K |
| Sound Financial Strategies Group, LLC | 0.53% | Add +12.4% | 5,132 | $593K |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.5% | 5,094 | $589K |
| Blair William & Co. | 0.00% | Reduce -12.8% | 5,072 | $586K |
| Private Trust Co. NA | 0.06% | Add +3.6% | 5,069 | $586K |
| AQR Capital Management | 0.00% | Add +66.7% | 5,059 | $585K |
| PAX Financial Group, LLC | 0.10% | Add +17.9% | 5,048 | $584K |
| Breakwater Capital Group | 0.10% | Reduce -11.3% | 4,985 | $576K |
| TFB Advisors LLC | 0.17% | Reduce -4.3% | 4,968 | $574K |
| Root Financial Partners, LLC | 0.06% | Reduce -14.4% | 4,921 | $569K |
| Gries Financial LLC | 0.11% | Reduce -0.4% | 4,856 | $561K |
| Anchor Investment Management, LLC | 0.05% | Add +1.5% | 4,843 | $560K |
| Cary Street Partners Financial LLC | 0.02% | No change | 4,829 | $558K |
| DGS Capital Management, LLC | 0.15% | Add +3.6% | 4,816 | $557K |
| Evergreen Wealth Management, LLC | 0.33% | Reduce -50.9% | 4,815 | $557K |
| Clarity Capital Advisors, LLC | 0.36% | No change | 4,791 | $554K |
| Klingman & Associates, LLC | 0.03% | Add +0.3% | 4,749 | $549K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.0% | 4,745 | $549K |
| Brighton Jones LLC | 0.02% | No change | 4,734 | $547K |
| DHK Financial Advisors, Inc. | 0.30% | No change | 4,714 | $545K |
| Pallas Capital Advisors LLC | 0.02% | No change | 4,679 | $541K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -11.4% | 4,640 | $536K |
| Whittier Trust Co. | 0.01% | Reduce -9.3% | 4,633 | $536K |
| Frazier Financial Advisors, LLC | 0.41% | Reduce -0.2% | 4,622 | $534K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +41.5% | 4,600 | $532K |
| Opus Capital Group, LLC | 0.07% | Reduce -52.8% | 4,527 | $523K |
| Trust Co. of Vermont | 0.03% | No change | 4,478 | $518K |
| Arete Wealth Advisors, LLC | 0.04% | New | 4,430 | $512K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -0.5% | 4,422 | $511K |
| Glaxis Capital Management, LLC | 1.95% | Add +0.3% | 8,343 | $506K |
| Richardson Financial Services Inc. | 0.38% | Reduce -8.9% | 4,357 | $504K |
| Deutsche Bank AG | 0.00% | Reduce -11.1% | 4,289 | $496K |
| Trust Co of the South | 0.10% | No change | 4,270 | $494K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -20.3% | 4,239 | $490K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Reduce -9.4% | 4,222 | $488K |
| Prairiewood Capital, LLC | 0.19% | No change | 4,139 | $478K |
| Appleton Partners Inc. | 0.04% | No change | 4,137 | $478K |
| Fourth Dimension Wealth, LLC | 0.23% | Add +36563.6% | 4,033 | $466K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.20% | Reduce -31.9% | 4,031 | $466K |
| Glenmede Trust Co. NA | 0.00% | Reduce -12.4% | 4,005 | $463K |
| Csenge Advisory Group | 0.03% | Reduce -39.6% | 3,976 | $461K |
| Flputnam Investment Management Co. | 0.01% | Reduce -5.8% | 3,970 | $459K |
| Hexagon Capital Partners LLC | 0.09% | Add +0.5% | 3,956 | $457K |
| US Bancorp \de | 0.00% | Add +5.7% | 3,931 | $454K |
| Mittelman Wealth Management | 0.41% | New | 3,929 | $454K |
| Stage Harbor Financial, LLC | 0.38% | New | 3,860 | $446K |
| Maryland Capital Advisors Inc. | 0.20% | Add +40.5% | 3,823 | $442K |
| OneAscent Financial Services LLC | 0.03% | Reduce -2.4% | 3,818 | $441K |
| Elios Financial Group Inc. | 0.22% | Add +1.8% | 3,787 | $438K |
| SGL Investment Advisors, Inc. | 0.23% | Add +18.7% | 3,547 | $434K |
| Altiora Financial Group, LLC | 0.09% | No change | 3,748 | $433K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.7% | 3,737 | $432K |
| TAGStone Capital, Inc. | 0.21% | Reduce -0.1% | 3,731 | $431K |
| Optimist Retirement Group LLC | 0.21% | Reduce -5.3% | 3,650 | $422K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.7% | 3,448 | $421K |
| Prosperity Planning, Inc. | 0.19% | Reduce -0.1% | 3,641 | $421K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -34.4% | 3,639 | $421K |
| Old National Bancorp | 0.01% | No change | 3,611 | $417K |
| Scotia Capital Inc. | 0.00% | Add +3.1% | 3,600 | $416K |
| McAdam, LLC | 0.03% | Add +4.1% | 3,592 | $415K |
| Aurelius Family Office LLC | 0.21% | Reduce -3.5% | 3,536 | $409K |
| Bahl & Gaynor LLC | 0.00% | Reduce -9.7% | 3,535 | $409K |
| Comprehensive Money Management Services LLC | 0.33% | Reduce -4.1% | 3,495 | $404K |
| Anson Capital, Inc. | 0.34% | Reduce -46.4% | 3,471 | $401K |
| May Hill Capital, LLC | 0.15% | Reduce -5.8% | 3,403 | $393K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -91.2% | 3,397 | $393K |
| Financial Counselors Inc. | 0.01% | Reduce -4.3% | 3,383 | $391K |
| Cwm, LLC | 0.00% | Reduce -40.1% | 3,378 | $391K |
| Evergreen Capital Management LLC | 0.01% | No change | 3,379 | $391K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 3,248 | $388K |
| Charis Legacy Partners, LLC | 0.73% | New | 3,316 | $383K |
| Composition Wealth, LLC | 0.01% | Reduce -10.3% | 3,313 | $383K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +12.1% | 3,300 | $381K |
| Aire Advisors, LLC | 0.08% | Reduce -17.3% | 3,247 | $375K |
| MorganRosel Wealth Management, LLC | 0.11% | Add +33.3% | 3,157 | $365K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -6.8% | 3,113 | $360K |
| Red Door Wealth Management, LLC | 0.05% | Add +3.5% | 3,091 | $357K |
| JGP Wealth Management, LLC | 0.05% | Reduce -96.0% | 3,078 | $356K |
| Sowell Financial Services LLC | 0.02% | New | 3,075 | $355K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,977 | $345K |
| Sunesis Advisors, LLC | 0.19% | No change | 2,982 | $345K |
| WealthShield Partners, LLC | 0.04% | Add +5.1% | 2,967 | $343K |
| Capital Advisors Inc. | 0.01% | Reduce -4.1% | 2,964 | $343K |
| FSM Wealth Advisors, LLC | 0.08% | New | 2,959 | $342K |
| Vestia Personal Wealth Advisors | 0.26% | Add +2.5% | 2,888 | $334K |
| Black Diamond Financial, LLC | 0.05% | No change | 2,883 | $333K |
| PBMares Wealth Management LLC | 0.07% | Reduce -0.2% | 2,873 | $332K |
| Ascentis Wealth Management, LLC | 0.11% | Add +5.2% | 2,838 | $329K |
| National Bank of Canada | 0.00% | Reduce -98.0% | 2,824 | $326K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.0% | 2,802 | $324K |
| Vanguard Group Inc. | 0.00% | Reduce -8.0% | 2,801 | $324K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -6.1% | 2,797 | $323K |
| Center For Asset Management LLC | 0.20% | Add +51.6% | 2,792 | $323K |
| Stephens Inc. | 0.00% | Reduce -7.2% | 2,770 | $320K |
| Regions Financial Corp. | 0.00% | Add +2.4% | 2,755 | $318K |
| Ridgewood Investments LLC | 0.15% | Add +32.6% | 2,713 | $314K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 2,700 | $312K |
| Smartleaf Asset Management LLC | 0.03% | Add +26.6% | 2,676 | $312K |
| Journey Beyond Wealth, LLC | 0.29% | Add +12.0% | 2,656 | $307K |
| Fiera Capital Corp | 0.00% | No change | 2,644 | $306K |
| American Investment Services, Inc. | 0.05% | No change | 2,637 | $305K |
| Brand Asset Management Group, Inc. | 0.13% | Add +2.7% | 2,630 | $304K |
| Essex Financial Services, Inc. | 0.02% | No change | 2,615 | $302K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.9% | 2,608 | $301K |
| Cape Investment Advisory, Inc. | 0.12% | Add +19.9% | 2,571 | $297K |
| Westmount Partners, LLC | 0.09% | New | 2,527 | $292K |
| Jeppson Wealth Management, LLC | 0.11% | No change | 2,502 | $289K |
| Smith Thornton Advisors LLC | 0.18% | No change | 2,500 | $289K |
| Weik Capital Management | 0.12% | Reduce -7.4% | 2,500 | $289K |
| Facet Wealth, Inc. | 0.01% | Reduce -13.1% | 2,351 | $289K |
| AdvisorNet Financial, Inc | 0.02% | No change | 2,491 | $288K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 2,483 | $287K |
| Single Point Partners, LLC | 0.07% | Reduce -0.2% | 2,458 | $284K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,441 | $282K |
| Operose Advisors LLC | 0.09% | Reduce -78.8% | 2,409 | $278K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.5% | 2,361 | $273K |
| CSM Advisors, LLC | 0.01% | No change | 2,350 | $272K |
| Matisse Capital | 0.14% | No change | 2,337 | $270K |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.07% | No change | 2,337 | $270K |
| SCS Capital Management LLC | 0.00% | New | 2,297 | $266K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.4% | 2,267 | $263K |
| Hilltop Holdings Inc. | 0.02% | New | 2,245 | $260K |
| Equitable Holdings, Inc. | 0.00% | Add +0.5% | 2,239 | $259K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -67.8% | 2,207 | $255K |
| 180 Wealth Advisors, LLC | 0.04% | Add +17.2% | 2,178 | $252K |
| Duncker Streett & Co. Inc. | 0.05% | Reduce -44.5% | 2,128 | $246K |
| Palisades Hudson Asset Management, L.P. | 0.11% | Reduce -76.7% | 2,126 | $246K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 2,111 | $244K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 2,100 | $243K |
| UMB Bank, n.a. | 0.00% | Add +26.9% | 2,097 | $242K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 1,943 | $239K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -20.4% | 2,056 | $238K |
| First National Trust Co | 0.01% | Add +15.3% | 2,044 | $236K |
| Cim, LLC | 0.03% | Add +2.3% | 2,009 | $232K |
| CVA Family Office, LLC | 0.04% | Reduce -12.8% | 1,980 | $229K |
| WBH Advisory Inc. | 0.02% | Reduce -0.1% | 1,970 | $228K |
| Two Sigma Securities, LLC | 0.03% | New | 1,957 | $226K |
| ORG Partners LLC | 0.06% | Add +4.2% | 1,946 | $225K |
| Comerica Bank | 0.00% | Reduce -58.8% | 1,938 | $224K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -67.7% | 1,932 | $224K |
| Anderson Hoagland & Co. | 0.03% | Reduce -4.0% | 2,110 | $220K |
| Sequent Planning LLC | 0.08% | New | 1,897 | $219K |
| Silver Oak Advisory Group, Inc. | 0.12% | No change | 1,902 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -22.4% | 1,847 | $214K |
| Roble, Belko & Company, Inc | 0.03% | Reduce -5.3% | 1,842 | $213K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.6% | 1,839 | $213K |
| USA Financial Formulas | 0.04% | Add +32.2% | 1,838 | $212K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.1% | 1,827 | $211K |
| Newport Capital Group, LLC | 0.15% | Reduce -6.2% | 1,822 | $211K |
| Avant Financial Advisors LLC | 0.19% | Reduce -6.7% | 1,810 | $209K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 1,801 | $208K |
| Athena Investment Management | 0.13% | No change | 1,800 | $208K |
| Cibc World Market Inc. | 0.00% | New | 1,785 | $206K |
| BlackRock, Inc. | 0.00% | Reduce -99.4% | 1,777 | $205K |
| McGrath & Associates, Inc. | 0.37% | New | 1,776 | $205K |
| Brookstone Capital Management | 0.00% | New | 1,765 | $204K |
| Betterment LLC | 0.00% | Reduce -18.2% | 1,763 | $204K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -2.8% | 1,758 | $203K |
| Pacific Asset Management, LLC | 0.18% | New | 1,758 | $203K |
| Renaissance Group LLC | 0.01% | Reduce -66.7% | 1,755 | $203K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -3.6% | 1,753 | $203K |
| Parallel Advisors, LLC | 0.00% | Add +2.8% | 1,672 | $193K |
| Raelipskie Partnership | 0.10% | No change | 1,620 | $187K |
| NorthRock Partners, LLC | 0.01% | Add +9.2% | 1,577 | $182K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.0% | 1,560 | $180K |
| Key Financial Inc | 0.04% | No change | 1,493 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.6% | 1,491 | $172K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -61.6% | 1,443 | $167K |
| City State Bank | 0.05% | No change | 1,381 | $160K |
| North Capital, Inc. | 0.15% | — | 1,378 | $159K |
| Crewe Advisors LLC | 0.02% | No change | 1,361 | $157K |
| Robinswood Financial LLC | 0.06% | No change | 1,336 | $155K |
| Spire Wealth Management | 0.00% | No change | 1,331 | $154K |
| Pillar Financial Advisors, LLC | 0.10% | Reduce -7.6% | 1,209 | $140K |
| IFP Advisors, Inc | 0.00% | Add +18.8% | 1,206 | $140K |
| NewSquare Capital LLC | 0.01% | Reduce -2.0% | 1,193 | $138K |
| Barclays PLC | 0.00% | No change | 1,145 | $132K |
| SJS Investment Consulting Inc. | 0.02% | No change | 1,042 | $120K |
| Smithfield Trust Co | 0.01% | No change | 949 | $109K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -19.2% | 925 | $107K |
| Rothschild Investment LLC | 0.01% | No change | 907 | $105K |
| Fairway Wealth LLC | 0.04% | Add +7.3% | 850 | $98K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +464.8% | 689 | $80K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.0% | 676 | $78K |
| Montag A & Associates Inc. | 0.00% | No change | 669 | $77K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 600 | $69K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +0.9% | 569 | $66K |
| TruNorth Capital Management, LLC | 0.02% | No change | 558 | $65K |
| TFC Financial Management, Inc. | 0.01% | New | 515 | $60K |
| NewEdge Advisors, LLC | 0.00% | Reduce -83.2% | 514 | $59K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 493 | $57K |
| FSA Wealth Management LLC | 0.02% | No change | 480 | $55K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 478 | $55K |
| Golden State Wealth Management, LLC | 0.01% | No change | 453 | $52K |
| Princeton Global Asset Management LLC | 0.01% | No change | 438 | $51K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 433 | $50K |
| JDM Financial Group LLC | 0.02% | No change | 400 | $46K |
| Noble Wealth Management PBC | 0.03% | No change | 391 | $45K |
| Morling Financial Advisors, LLC | 0.02% | New | 381 | $44K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -13.9% | 370 | $43K |
| TD Capital Management LLC | 0.00% | No change | 369 | $43K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -35.5% | 368 | $43K |
| Barrett & Company, Inc. | 0.02% | No change | 346 | $40K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 341 | $39K |
| GeoWealth Management, LLC | 0.00% | Reduce -14.5% | 337 | $39K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -14.7% | 314 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 313 | $36K |
| Rossby Financial, LCC | 0.02% | New | 295 | $35K |
| Park Square Financial Group, LLC | 0.03% | Reduce -0.7% | 299 | $35K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 299 | $35K |
| Salem Investment Counselors Inc. | 0.00% | No change | 289 | $33K |
| Guardian Wealth Management, Inc. | 0.02% | Add +4.7% | 270 | $31K |
| St Germain D J Co. Inc. | 0.00% | No change | 265 | $31K |
| Synergy Investment Management, LLC | 0.01% | No change | 250 | $29K |
| Beacon Capital Management, LLC | 0.00% | Reduce -5.3% | 250 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -50.1% | 247 | $29K |
| WealthCollab, LLC | 0.02% | No change | 247 | $29K |
| Westside Investment Management, Inc. | 0.01% | No change | 238 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +413.3% | 231 | $27K |
| WPG Advisers, LLC | 0.02% | No change | 228 | $26K |
| Woodside Wealth Management LLC | 0.02% | — | 221 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | — | 220 | $25K |
| Decker Retirement Planning Inc. | 0.02% | New | 214 | $25K |
| Kiker Wealth Management, LLC | 0.02% | New | 211 | $24K |
| Ancora Advisors LLC | 0.00% | Add +58.3% | 209 | $24K |
| AlphaCore Capital LLC | 0.00% | New | 205 | $24K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 204 | $24K |
| 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% | No change | 193 | $22K |
| Concord Wealth Partners | 0.00% | Reduce -10.3% | 191 | $22K |
| Financial Perspectives, Inc | 0.01% | No change | 175 | $20K |
| Copia Wealth Management | 0.02% | No change | 172 | $20K |
| Sachetta, LLC | 0.01% | Add +1.2% | 170 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 168 | $19K |
| MCF Advisors LLC | 0.00% | No change | 162 | $19K |
| Blue Trust, Inc. | 0.00% | No change | 158 | $18K |
| Arax Advisory Partners | 0.00% | New | 154 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 152 | $18K |
| Ameriflex Group, Inc. | 0.01% | No change | 150 | $17K |
| Evermay Wealth Management LLC | 0.00% | No change | 150 | $17K |
| Tidemark, LLC | 0.01% | Reduce -40.0% | 144 | $17K |
| Legacy Bridge, LLC | 0.01% | No change | 140 | $16K |
| First Pacific Financial | 0.00% | New | 131 | $15K |
| 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% | No change | 113 | $13K |
| Financial Management Professionals, Inc. | 0.00% | New | 113 | $13K |
| Glassman Wealth Services | 0.00% | New | 111 | $13K |
| Eastern Bank | 0.00% | No change | 110 | $13K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 106 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 100 | $12K |
| Curio Wealth, LLC | 0.01% | Reduce -99.0% | 1 | $11K |
| First PREMIER Bank | 0.00% | No change | 98 | $11K |
| GW&K Investment Management, LLC | 0.00% | New | 99 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Add +56.1% | 89 | $10K |
| Perritt Capital Management Inc | 0.01% | New | 81 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 81 | $9K |
| 2UniFi Bank | 0.01% | No change | 78 | $9K |
| Hoese & Co LLP | 0.01% | No change | 72 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | New | 71 | $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% | No change | 58 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -62.2% | 54 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 50 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 46 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 44 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 44 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $5K |
| CGC Financial Services, LLC | 0.00% | No change | 35 | $4K |
| Peterson Wealth Services | 0.00% | No change | 35 | $4K |
| Integrity Financial Corp | 0.00% | Reduce -74.2% | 34 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 33 | $4K |
| Accredited Wealth Management, LLC | 0.00% | No change | 32 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 29 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 28 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 27 | $3K |
| Adirondack Trust Co. | 0.00% | No change | 27 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.4% | 27 | $3K |
| New Republic Capital, LLC | 0.00% | No change | 26 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 26 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 22 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 19 | $2K |
| Bangor Savings Bank | 0.00% | Reduce -5.0% | 19 | $2K |
| Balentine LLC | 0.00% | No change | 18 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 25 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 17 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 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 |
| Ashton Thomas Securities, LLC | 0.00% | No change | 15 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -94.2% | 15 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 12 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 12 | $1K |
| Howe & Rusling Inc. | 0.00% | New | 11 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 9 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 8 | $1K |
| Brooklyn Investment Group | 0.00% | New | 9 | $988 |
| Pinnacle Bancorp, Inc. | 0.00% | New | 6 | $694 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 4 | $458 |
| Archer Investment Corp | 0.00% | No change | 3 | $397 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $347 |
| TCTC Holdings, LLC | 0.00% | No change | 2 | $231 |
"% 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.