Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q1 2025 (March 31)
621holders −14
48new positions
52sold out
3famous investors
$115.58avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions48$141.0M
Exits52$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.