Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q2 2025 (June 30)
650holders +29
51new positions
33sold out
2famous investors
$134.28avg. 13F price*

At the end of Q2 2025, 650 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, up 29 from Q1 2025. 51 opened new positions and 33 sold out. The largest holders were Empower Advisory Group, LLC ($658.9M), Natixis Advisors, LLC ($288.9M) and Mason Investment Advisory Services, Inc. ($260.2M). 2 famous investors held it, including 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions51$44.2M
Exits33$79.5M

All 13F filers, Q1 2025 → Q2 2025: 1,873,544 shares bought and 4,815,854 shares sold, net −2,942,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 650 holders

Empower Advisory Group, LLC 1.97% Add +1.0% 4,903,027 $658.9M
Natixis Advisors, LLC 0.46% Reduce -5.5% 2,150,047 $288.9M
Mason Investment Advisory Services, Inc. 14.19% Add +0.1% 1,936,168 $260.2M
Bessemer Group Inc. 0.42% Reduce -33.4% 1,914,154 $257.2M
1832 Asset Management L.P. 0.36% Add +33.0% 1,524,685 $204.9M
Charles Schwab Investment Management Inc. 0.03% Reduce -8.1% 1,393,305 $187.2M
Assetmark, Inc. 0.25% Reduce -1.7% 801,554 $107.7M
Morgan Stanley 0.01% Reduce -6.6% 749,212 $100.7M
Wit, LLC 2.19% Add +36.0% 658,548 $88.5M
Creative Planning 0.07% Add +7.0% 610,566 $82.1M
Jones Financial Companies LLLP 0.06% Add +7.5% 611,282 $81.6M
UBS Group AG 0.02% Add +4.3% 581,325 $78.1M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -4.1% 537,240 $72.2M
Envestnet Asset Management Inc. 0.02% Reduce -40.1% 476,026 $64.0M
Clark Capital Management Group, Inc. 0.42% Reduce -45.0% 449,853 $60.5M
Commonwealth Equity Services, LLC 0.07% Reduce -10.2% 397,867 $53.5M
State Street Corp. 0.00% Reduce -8.0% 392,033 $52.7M
LPL Financial LLC 0.02% Reduce -13.7% 344,515 $46.3M
Efficient Advisors, LLC 2.74% Reduce -5.5% 342,288 $46.0M
Wells Fargo & Company 0.01% Add +1.0% 334,809 $45.0M
Pathstone Holdings, LLC 0.17% Add +7.3% 324,756 $43.1M
Full Sail Capital, LLC 2.42% Reduce -8.5% 311,509 $41.9M
Advisory Alpha, LLC 1.29% Reduce -5.8% 308,268 $41.4M
Bank of Montreal 0.02% Add +2.8% 290,435 $39.0M
PNC Financial Services Group, Inc. 0.02% Reduce -20.1% 283,628 $38.1M
Bank of America Corp. 0.00% Reduce -36.7% 273,610 $36.8M
Corient Private Wealth LP 0.05% Add +4.5% 266,358 $35.8M
PrairieView Partners, LLC 3.29% Reduce -3.1% 253,342 $34.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -7.3% 234,875 $31.6M
Stifel Financial Corp. 0.03% Reduce -8.1% 226,578 $30.5M
Pacific Life Fund Advisors LLC 3.20% Reduce -26.3% 221,970 $29.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.65% Reduce -1.7% 214,963 $28.9M
Galvin, Gaustad & Stein, LLC 2.45% Add +3.8% 208,922 $28.1M
25 LLC 9.90% Reduce -0.3% 200,607 $27.0M
Cetera Investment Advisers 0.04% Reduce -16.3% 197,055 $26.5M
Apella Capital, LLC 0.71% Reduce -10.0% 196,264 $26.2M
HighTower Advisors, LLC 0.03% Reduce -0.4% 187,129 $25.1M
Wedmont Private Capital 1.06% Add +4.0% 184,519 $24.9M
Royal Bank of Canada 0.00% Reduce -30.0% 185,475 $24.9M
Janney Montgomery Scott LLC 0.06% Add +1.2% 179,522 $24.1M
Cerity Partners LLC 0.04% Reduce -3.6% 166,802 $22.4M
Redwood Investment Management, LLC 2.35% Add +374.6% 164,883 $22.2M
Vontobel Holding Ltd. 0.07% Add +6.7% 160,000 $21.5M
Osaic Holdings, Inc. 0.04% Add +207.3% 166,378 $20.4M
Goldman Sachs Group Inc. 0.00% Reduce -4.7% 142,206 $19.1M
Mather Group, Llc. 0.20% Reduce -11.6% 139,518 $18.7M
BNP Paribas Financial Markets 0.01% New 132,000 $17.7M
Atlas Capital Advisors Inc. 2.16% Add +15.5% 131,196 $17.6M
First Horizon Advisors, Inc. 0.46% Add +3.0% 130,272 $17.5M
CSM Advisors, LLC 0.50% Add +5285.1% 126,550 $17.0M
JPMorgan Chase & Co. 0.00% Reduce -2.6% 117,983 $15.9M
Portland Global Advisors LLC 1.87% Add +4.6% 117,911 $15.8M
MilWealth Group LLC 4.05% Add +0.6% 117,026 $15.7M
Aspiriant, LLC 0.48% Reduce -0.7% 111,774 $15.0M
Fusion Family Wealth, LLC 1.22% Reduce -36.1% 107,252 $14.4M
Partners in Financial Planning 2.65% Add +0.7% 107,052 $14.4M
Raymond James Financial Inc. 0.00% Add +0.2% 96,180 $12.9M
IMA Advisory Services, Inc. 1.30% Reduce -2.5% 90,324 $12.1M
Coldstream Capital Management Inc. 0.19% Reduce -2.9% 88,153 $11.8M
Ameriprise Financial Inc. 0.00% Reduce -4.1% 87,943 $11.8M
Family CFO Inc 5.78% Add +0.2% 85,878 $11.5M
Inspire Trust Co, N.A. 2.37% No change 85,519 $11.5M
Modera Wealth Management, LLC 0.14% Reduce -6.3% 84,295 $11.3M
Beaird Harris Wealth Management, LLC 0.87% Reduce -2.5% 83,229 $11.2M
N.E.W. Advisory Services LLC 1.03% Reduce -20.5% 79,150 $10.6M
IFG Advisors, LLC 1.77% Reduce -3.0% 78,542 $10.6M
Strategic Financial Planning, Inc. 6.55% Add +1.3% 78,240 $10.5M
Jane Street Group, LLC 0.02% Reduce -76.8% 77,138 $10.4M
Grove Street Fiduciary, LLC 4.99% Reduce -3.1% 77,043 $10.4M
Obsidian Cio, LLC 1.48% Add +7.0% 75,695 $10.2M
Brooklyn FI, LLC 2.52% Reduce -11.0% 73,216 $9.8M
Whitaker-Myers Wealth Managers, LTD. 2.46% Add +19.8% 72,725 $9.8M
Valmark Advisers, Inc. 0.13% Add +1.3% 71,313 $9.6M
Peapack Gladstone Financial Corp. 0.14% Reduce -1.9% 71,048 $9.5M
RTD Financial Advisors, Inc. 1.22% Add +3.2% 70,840 $9.5M
Sequoia Financial Advisors, LLC 0.06% Reduce -55.0% 68,458 $9.2M
Texas Yale Capital Corp. 0.30% Add +1.2% 67,852 $9.1M
Presilium Private Wealth, LLC 1.83% Add +1.7% 66,613 $9.0M
MAI Capital Management 0.06% Reduce -6.1% 66,585 $8.9M
Columbus Macro, LLC 1.08% Add +24.9% 65,664 $8.8M
Johnson Financial Group, LLC 0.83% Reduce -14.0% 64,995 $8.7M
Baird Financial Group, Inc. 0.02% Reduce -0.1% 64,267 $8.6M
Checchi Capital Advisers, LLC 0.60% Reduce -9.6% 64,194 $8.6M
Exencial Wealth Advisors, LLC 0.30% Reduce -0.9% 63,380 $8.5M
Causeway Capital Management LLC 0.13% Reduce -2.0% 61,586 $8.3M
Diversify Wealth Management, LLC 0.48% Add +4.9% 56,782 $7.8M
Focus Partners Advisor Solutions, LLC 0.10% Add +58.8% 58,229 $7.8M
Alliancebernstein L.P. 0.00% Add +71.4% 56,911 $7.6M
Cutler Investment Counsel LLC 0.83% Add +8.8% 55,495 $7.5M
SWAN Capital LLC 3.23% Add +79.1% 55,392 $7.4M
Maltin Wealth Management, Inc. 3.17% Add +2.1% 52,470 $7.1M
Victory Capital Management Inc. 0.00% Add +150.4% 51,241 $6.9M
Tanager Wealth Management LLP 0.80% Reduce -5.4% 50,629 $6.8M
Atmos Advisory, LLC 4.31% Reduce -3.7% 50,288 $6.8M
Flow Traders U.S. LLC 0.24% Reduce -44.7% 48,000 $6.5M
Gladwyn Financial Advisors, Inc. 4.93% — 47,455 $6.4M
Commerce Bank 0.04% Reduce -2.0% 47,447 $6.4M
Principal Securities, Inc. 0.12% Reduce -44.1% 47,282 $6.4M
Avior Wealth Management, LLC 0.22% Reduce -0.4% 46,863 $6.3M
Twelve Points Wealth Management LLC 1.69% New 46,744 $6.3M
Boston Standard Wealth Management, LLC 1.09% Add +22.7% 45,053 $6.1M
Symmetry Partners, LLC 0.71% Reduce -25.4% 42,646 $5.7M
Twin Focus Capital Partners, LLC 0.80% Reduce -4.7% 42,511 $5.7M
Mackenzie Financial Corp. 0.01% Reduce -7.7% 42,270 $5.7M
Colony Family Offices, LLC 1.43% Reduce -3.7% 41,102 $5.5M
Focus Partners Wealth 0.01% Reduce -2.4% 40,638 $5.5M
Flower City Capital 3.20% Add +1.0% 40,381 $5.4M
Quantum Capital Management, LLC / NJ 0.58% Add +45.0% 40,181 $5.4M
Sage Rhino Capital LLC 1.13% Add +11.5% 39,834 $5.4M
FMR LLC 0.00% Reduce -85.6% 39,466 $5.3M
MML Investors Services, LLC 0.02% Reduce -17.3% 39,349 $5.3M
Sage Financial Management Group, Inc. 1.82% Reduce -8.3% 39,205 $5.3M
Moller Wealth Partners 1.16% Add +7.7% 39,099 $5.3M
Family Firm, Inc. 1.27% Add +2.2% 39,065 $5.2M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.0% 38,089 $5.1M
Viewpoint Capital Management LLC 2.47% Add +0.3% 37,505 $5.0M
SBI Securities Co., Ltd. 0.14% Reduce -0.0% 35,640 $4.8M
Causey Wealth LLC 2.46% Reduce -4.2% 35,566 $4.8M
Lam Group, Inc. 3.19% Reduce 0.0% 35,479 $4.8M
Mariner, LLC 0.01% Reduce -11.7% 35,372 $4.8M
Mercer Global Advisors Inc. 0.01% Reduce -10.8% 33,427 $4.5M
Obsido Oy 3.40% Add +2.1% 33,307 $4.5M
Qube Research & Technologies Ltd 0.01% Reduce -33.3% 32,953 $4.4M
Tortoise Investment Management, LLC 0.42% Reduce -3.7% 32,826 $4.4M
Aletheian Wealth Advisors LLC 2.16% Add +8.4% 32,634 $4.4M
Perigon Wealth Management, LLC 0.10% Add +1.1% 32,368 $4.4M
Factor Wealth Management LTD 1.19% Reduce -1.9% 32,362 $4.3M
Bleakley Financial Group, LLC 0.11% Add +46.2% 31,810 $4.3M
Strategic Investment Advisors / MI 0.41% Add +13.9% 31,408 $4.2M
Cardiff Park Advisors, LLC 0.37% Add +0.1% 31,435 $4.2M
GFS Advisors, LLC 0.57% No change 30,873 $4.1M
Kohmann Bosshard Financial Services, LLC 0.46% Reduce -1.5% 30,578 $4.1M
Noble Family Wealth, LLC 1.00% Add +9.8% 30,409 $4.1M
Rwa Wealth Partners, LLC 0.05% Reduce -16.2% 30,128 $4.0M
Nwam LLC 0.23% Add +229.7% 30,091 $4.0M
Renaissance Technologies 0.01% Add +58.7% 30,000 $4.0M
Womack Financial LLC 3.33% Add +4.2% 29,749 $4.0M
Haverford Trust Co 0.04% No change 28,812 $3.9M
Landmark Wealth Management, LLC 1.63% Reduce -6.7% 28,491 $3.8M
Rebalance, LLC 0.25% No change 27,869 $3.7M
FDx Advisors, Inc. 1.13% Reduce -1.7% 27,612 $3.7M
Blue Barn Wealth, LLC 1.75% Reduce -0.5% 27,580 $3.7M
Capitolis Liquid Global Markets LLC 0.03% Reduce -58.3% 27,500 $3.7M
Certified Advisory Corp 0.37% Reduce -0.1% 26,711 $3.6M
Creative Financial Designs Inc. 0.25% Reduce -1.7% 26,172 $3.5M
Hemington Wealth Management 0.50% Reduce -0.9% 25,839 $3.5M
SVB Wealth LLC 0.19% New 25,764 $3.5M
Cornerstone Wealth Advisors, Inc. 0.89% Reduce -0.6% 25,733 $3.5M
St. Louis Trust Co 0.45% Reduce -18.1% 25,037 $3.4M
Regal Investment Advisors LLC 0.25% Add +11.2% 24,641 $3.3M
LPWM LLC 0.96% Reduce -8.2% 24,579 $3.3M
Horizon Financial Services, LLC 1.75% Reduce -3.5% 24,490 $3.3M
Eclectic Associates Inc. 0.71% Reduce -4.9% 24,468 $3.3M
Fiduciary Advisors, Inc. 2.89% Add +3.6% 24,439 $3.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 24,115 $3.3M
Walkner Condon Financial Advisors LLC 0.60% Reduce -7.0% 24,207 $3.3M
Allegiance Financial Group Advisory Services LLC 0.84% Reduce -14.2% 23,591 $3.2M
Aberdeen Wealth Management LLC 2.11% Add +0.1% 23,588 $3.2M
Bear Mountain Capital, Inc. 1.13% Reduce -0.0% 23,371 $3.2M
Diversify Advisory Services, LLC 0.12% Add +48.8% 22,936 $3.2M
Foundation Wealth Management, LLC\PA 1.37% Reduce -3.0% 23,535 $3.2M
Evanson Asset Management, LLC 0.20% Add +4.8% 23,502 $3.2M
One Day In July LLC 0.28% Reduce -32.8% 23,341 $3.1M
Newton One Investments LLC 0.98% Add +1.5% 23,281 $3.1M
Arbor Wealth Advisors LLC 2.53% No change 23,214 $3.1M
Tobias Financial Advisors, Inc. 0.53% Add +285.6% 23,212 $3.1M
Compound Planning, Inc. 0.12% Reduce -13.0% 23,147 $3.1M
Great Valley Advisor Group, Inc. 0.06% Reduce -8.2% 21,215 $2.9M
DAVENPORT & Co LLC 0.02% Add +0.5% 20,885 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Reduce -4.1% 20,867 $2.8M
Falcon Wealth Planning 0.27% Reduce -3.4% 20,239 $2.7M
CW Advisors, LLC 0.03% Add +4.5% 19,972 $2.7M
CoreFirst Bank & Trust 1.49% Add +14.5% 19,657 $2.6M
Patriot Investment Management Group, Inc. 0.18% Add +0.8% 19,277 $2.6M
Mission Wealth Management, LP 0.06% Add +4.2% 19,204 $2.6M
Capital Analysts, LLC 0.08% Reduce -52.4% 18,910 $2.5M
Family Wealth Partners, LLC 1.01% Reduce -5.3% 18,704 $2.5M
Tectonic Advisors LLC 0.15% Add +2.0% 18,657 $2.5M
Kestra Advisory Services, LLC 0.01% Reduce -15.4% 18,652 $2.5M
Uptown Financial Advisors LLC 2.30% Reduce -3.1% 18,421 $2.5M
DRW Securities, LLC 0.16% Reduce -70.6% 17,463 $2.3M
Voya Financial Advisors, Inc. 0.23% Reduce -23.6% 17,003 $2.3M
Traveka Wealth, LLC 1.20% Reduce -1.2% 16,828 $2.3M
Red Wave Investments LLC 0.74% Reduce -0.3% 16,791 $2.3M
Integrated Wealth Concepts LLC 0.02% Reduce -3.5% 16,739 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -81.3% 16,694 $2.2M
Summit Financial, LLC 0.05% Add +3.8% 16,586 $2.2M
Intrust Bank NA 0.19% Reduce -4.6% 16,224 $2.2M
Ascent Group, LLC 0.08% Reduce -25.3% 16,199 $2.2M
Upper Left Wealth Management, LLC 1.45% Reduce -11.5% 16,184 $2.2M
Integrity Wealth Solutions LLC 1.06% Reduce -21.4% 16,124 $2.2M
Compass Ion Advisors, LLC 0.23% Add +0.0% 15,762 $2.1M
Level Financial Advisors 0.66% Reduce -12.5% 15,721 $2.1M
Simon Quick Advisors, LLC 0.11% Add +0.1% 15,602 $2.1M
Kathleen S. Wright Associates Inc. 0.82% Reduce -3.4% 15,584 $2.1M
Valtinson Bruner Financial Planning LLC 0.64% Reduce -1.1% 15,198 $2.0M
Center for Financial Planning, Inc. 0.23% Add +37.3% 14,999 $2.0M
Mgo One Seven LLC 0.06% Add +0.2% 14,648 $2.0M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -23.1% 14,633 $2.0M
AQR Capital Management 0.00% Add +184.4% 14,388 $1.9M
Shufro Rose & Co. LLC 0.15% Reduce -0.6% 16,525 $1.9M
Farther Finance Advisors, LLC 0.04% Add +524.4% 14,154 $1.9M
Cassaday & Co Wealth Management LLC 0.05% Reduce -28.2% 14,129 $1.9M
PDS Planning, Inc 0.14% Reduce -0.7% 14,081 $1.9M
Atlanta Consulting Group Advisors, LLC 0.51% No change 13,933 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +1.0% 13,902 $1.9M
Sincerus Advisory, LLC 1.75% Reduce -3.6% 13,611 $1.9M
Waverly Advisors, LLC 0.02% Add +1.0% 13,848 $1.9M
GHP Investment Advisors, Inc. 0.08% Reduce -5.0% 13,800 $1.9M
Asset Allocation Strategies LLC 0.41% Reduce -19.8% 13,660 $1.8M
Wooster Corthell Wealth Management, Inc. 0.33% Reduce -0.1% 13,453 $1.8M
Intergy Private Wealth, LLC 0.61% Add +1.8% 13,287 $1.8M
Captrust Financial Advisors 0.00% Reduce -7.5% 13,052 $1.8M
Congress Asset Management Co. 0.01% Reduce -3.9% 13,003 $1.7M
Johnson Financial Group, Inc. 0.08% Add +3359.2% 12,799 $1.7M
Ballentine Partners, LLC 0.03% Reduce -5.6% 12,797 $1.7M
Cushing Capital Partners, LLC 1.44% Reduce -0.4% 12,658 $1.7M
Northern Trust Corp. 0.00% Add +2.3% 12,601 $1.7M
Gibraltar Capital Management, Inc. 0.33% Add +0.5% 12,425 $1.7M
Zhang Financial LLC 0.08% Reduce -10.1% 12,363 $1.7M
Kingsview Wealth Management, LLC 0.03% Add +10.1% 12,235 $1.6M
Elevate Wealth Advisory, Inc. 1.16% Reduce -10.5% 12,090 $1.6M
Alpha Financial Advisors, LLC 0.62% Reduce -7.7% 11,931 $1.6M
CIBC Private Wealth Group LLC 0.00% Add +64.5% 11,923 $1.6M
Advisory Services Network, LLC 0.03% Add +3.5% 11,985 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -3.5% 11,920 $1.6M
JFG Wealth Management, LLC 0.33% Reduce -25.4% 11,881 $1.6M
Park Avenue Securities LLC 0.01% Reduce -35.9% 11,803 $1.6M
Vance Wealth, LLC 0.53% Add +3.3% 11,731 $1.6M
Brown Advisory Inc. 0.00% New 11,687 $1.6M
AllSquare Wealth Management LLC 0.88% Reduce -0.2% 11,634 $1.6M
Citigroup Inc. 0.00% Reduce -85.9% 11,534 $1.5M
Cherry Tree Wealth Management, LLC 0.35% Reduce -8.5% 11,213 $1.5M
Canandaigua National Bank & Trust Co. 0.14% Reduce -21.5% 11,173 $1.5M
Bell Investment Advisors, Inc 0.25% Add +14.2% 11,001 $1.5M
EP Wealth Advisors, LLC 0.01% Add +1.0% 10,922 $1.5M
Paragon Capital Management Ltd 0.26% Reduce -7.8% 10,665 $1.4M
Colorado Capital Management, Inc. 0.61% Reduce -8.2% 10,661 $1.4M
TCI Wealth Advisors, Inc. 0.10% Add +68.5% 10,455 $1.4M
SOL Capital Management CO 0.14% Reduce -0.1% 10,456 $1.4M
CoreCap Advisors, LLC 0.06% Reduce -19.3% 10,406 $1.4M
Welch & Forbes LLC 0.02% No change 10,334 $1.4M
Simplicity Wealth,LLC 0.06% Reduce -28.7% 10,251 $1.4M
McLean Asset Management Corp 0.36% Reduce -5.8% 10,222 $1.4M
Praetorian Wealth Management, Inc. 0.32% Add +17.5% 10,213 $1.4M
Everhart Financial Group, Inc. 0.16% Reduce -21.4% 10,057 $1.4M
Summit Financial Strategies, Inc. 0.12% Add +0.8% 9,801 $1.3M
Pure Financial Advisors, LLC 0.02% Add +1.0% 9,750 $1.3M
Golden Bell Financial Planning LLC 1.22% Reduce -4.2% 9,668 $1.3M
Naples Global Advisors, LLC 0.11% Add +11.2% 9,643 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -0.6% 9,593 $1.3M
Harbour Capital Advisors, LLC 0.27% Reduce -1.6% 9,408 $1.3M
Atria Investments, Inc 0.01% Reduce -29.5% 9,407 $1.3M
Keybank National Association 0.00% Add +8.0% 9,359 $1.3M
Matrix Trust Co 0.20% New 9,134 $1.2M
Payne Capital Management, LLC 0.47% Add +2.9% 9,127 $1.2M
Silver Oak Securities, Incorporated 0.10% Add +2.1% 9,115 $1.2M
William Mack & Associates, Inc. 0.78% Reduce -4.0% 9,100 $1.2M
Minot DeBlois Advisors LLC 1.15% Reduce -2.9% 9,003 $1.2M
Camelot Portfolios, LLC 0.72% Reduce -9.9% 8,984 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -7.8% 8,858 $1.2M
Ritholtz Wealth Management 0.03% New 8,761 $1.2M
Mittelman Wealth Management 0.98% Add +121.0% 8,682 $1.2M
Life Planning Partners, Inc 0.92% Reduce -22.5% 8,631 $1.2M
Sanctuary Advisors, LLC 0.01% Reduce -0.8% 8,493 $1.1M
Institute for Wealth Management, LLC. 0.13% Reduce -0.1% 8,457 $1.1M
Truist Financial Corp. 0.00% Reduce -79.0% 8,602 $1.1M
Nepc LLC 0.03% No change 8,114 $1.1M
Larson Financial Group LLC 0.04% Reduce -10.2% 8,111 $1.1M
Blue Edge Capital, LLC 0.16% Reduce -5.8% 8,061 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +13.3% 8,025 $1.1M
Morton Brown Family Wealth, LLC 0.33% Reduce -5.5% 7,985 $1.1M
AlphaCore Capital LLC 0.04% Add +3785.4% 7,965 $1.1M
JDH Wealth Management, LLC 0.82% Reduce -1.1% 7,951 $1.1M
Avantax Advisory Services, Inc. 0.01% Reduce -0.8% 7,828 $1.1M
Columbia River Financial Group, LLC 0.67% Reduce -10.8% 7,741 $1.0M
Asset Dedication, LLC 0.07% Add +2.2% 7,556 $1.0M
Halbert Hargrove Global Advisors, LLC 0.05% Reduce -2.8% 7,533 $1.0M
Sachem Hill LLC 0.21% No change 7,529 $1.0M
Titleist Asset Management, LLC 0.10% Add +18.9% 7,401 $995K
CGN Advisors LLC 0.09% Reduce -6.6% 7,293 $980K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -8.7% 7,247 $974K
&partners 0.01% Add +2.8% 7,063 $949K
Tocqueville Asset Management L.P. 0.01% No change 6,838 $919K
Encompass Wealth Advisors, LLC 0.33% Add +1.6% 6,736 $905K
Thompson Siegel & Walmsley LLC 0.02% No change 6,671 $897K
Savant Capital, LLC 0.01% Reduce -3.0% 6,593 $886K
First Citizens Bank & Trust Co. 0.02% Reduce -23.1% 6,433 $865K
Blair William & Co. 0.00% Add +25.5% 6,365 $855K
Jackson Thornton Wealth Management, LLC 0.10% Reduce -1.1% 6,362 $855K
LRI Investments, LLC 0.07% No change 6,307 $848K
EverSource Wealth Advisors, LLC 0.04% Reduce -40.1% 6,291 $845K
SouthState Bank Corp 0.04% Reduce -16.2% 6,244 $839K
Bailard, Inc. 0.02% Add +2.3% 6,022 $809K
Merit Financial Group, LLC 0.01% Add +25.0% 5,932 $797K
Quadrature Capital Ltd 0.01% New 5,899 $793K
IAG Wealth Partners, LLC 0.10% Add +3.1% 5,847 $786K
Foundations Investment Advisors, LLC 0.01% New 5,847 $786K
Warner Financial, Inc. 0.32% No change 5,832 $784K
J.W. Cole Advisors, Inc. 0.02% Reduce -5.4% 5,827 $783K
Choreo, LLC 0.01% Reduce -4.1% 5,727 $769K
Investment Partners, LTD. 0.29% Reduce -74.0% 5,685 $764K
Cary Street Partners Financial LLC 0.02% Add +16.7% 5,636 $757K
World Investment Advisors 0.02% Reduce -41.1% 5,608 $754K
Windward Private Wealth Management Inc. 0.27% Reduce -11.3% 5,608 $754K
Eagle Strategies LLC 0.11% Reduce -3.8% 5,571 $749K
Avidian Wealth Enterprises, LLC 0.03% Reduce -40.5% 5,541 $745K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -32.6% 5,495 $738K
Rockbridge Investment Management, LCC 0.08% Reduce -1.4% 5,458 $734K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 5,419 $728K
True North Advisors, LLC 0.14% Reduce -1.6% 5,343 $718K
Concurrent Investment Advisors, LLC 0.01% New 5,325 $716K
SilverOak Wealth Management LLC 0.13% Reduce -1.6% 5,323 $715K
Liberty Capital Management, Inc. 0.14% No change 5,284 $710K
Yoffe Investment Management, LLC 0.96% No change 5,212 $700K
KCM Investment Advisors LLC 0.02% New 5,187 $697K
Beckerman Institutional, LLC 0.46% No change 5,140 $691K
Sound Financial Strategies Group, LLC 0.58% Add +0.1% 5,137 $690K
BWM Planning, LLC 0.24% No change 5,135 $690K
Csenge Advisory Group 0.04% Add +34.8% 5,360 $684K
M&T Bank Corp 0.00% Reduce -22.9% 5,080 $683K
HRT Financial LP 0.00% New 5,043 $677K
United Capital Financial Advisors, LLC 0.01% Reduce -1.4% 5,020 $675K
Brighton Jones LLC 0.02% Add +5.8% 5,008 $673K
Private Trust Co. NA 0.06% Reduce -1.6% 4,986 $670K
DGS Capital Management, LLC 0.14% Add +1.8% 4,902 $659K
PAX Financial Group, LLC 0.13% Reduce -3.1% 4,892 $657K
Gries Financial LLC 0.12% No change 4,856 $653K
Breakwater Capital Group 0.11% Reduce -2.7% 4,851 $652K
Orion Porfolio Solutions, LLC 0.01% Reduce -37.2% 4,811 $647K
Clarity Capital Advisors, LLC 0.38% Add +0.4% 4,809 $646K
Pension & Wealth Management Advisors, Inc. 0.22% Add +4.0% 4,782 $643K
US Bancorp \de 0.00% Add +20.7% 4,745 $638K
DHK Financial Advisors, Inc. 0.37% Add +0.6% 4,741 $637K
Evergreen Wealth Management, LLC 0.36% Reduce -1.7% 4,734 $636K
Arete Wealth Advisors, LLC 0.05% Add +6.8% 4,731 $636K
National Bank of Canada 0.00% Add +67.0% 4,716 $633K
Anchor Investment Management, LLC 0.06% Reduce -2.9% 4,704 $632K
Klingman & Associates, LLC 0.03% Reduce -2.0% 4,653 $625K
Frazier Financial Advisors, LLC 0.44% Add +0.6% 4,648 $625K
Whittier Trust Co. 0.01% No change 4,633 $623K
SLT Holdings LLC 0.48% New 4,613 $620K
Eagle Bay Advisors LLC 0.51% Reduce -20.1% 4,564 $613K
Trust Co. of Vermont 0.03% No change 4,478 $602K
Opus Capital Group, LLC 0.07% Reduce -1.8% 4,446 $597K
Stratos Wealth Partners, LTD. 0.01% Reduce -39.0% 4,415 $593K
Appleton Partners Inc. 0.04% Add +5.6% 4,370 $587K
Richardson Financial Services Inc. 0.39% Add +0.3% 4,369 $587K
Lodestone Wealth Management LLC 0.29% Reduce -1.4% 4,360 $586K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +527.3% 4,322 $581K
Transamerica Financial Advisors, LLC 0.05% Reduce -72.4% 4,307 $579K
Trust Co of the South 0.10% No change 4,270 $574K
TFB Advisors LLC 0.15% Reduce -14.7% 4,239 $570K
Summit Wealth Group LLC / Co. 0.14% — 4,210 $566K
Allworth Financial LP 0.00% Add +29.4% 4,203 $565K
Glaxis Capital Management, LLC 0.76% Add +0.7% 8,402 $565K
Elios Financial Group Inc. 0.25% Add +9.9% 4,161 $559K
Two Sigma Securities, LLC 0.07% Add +111.8% 4,145 $557K
Prairiewood Capital, LLC 0.21% No change 4,139 $556K
AdvisorNet Financial, Inc 0.04% Add +64.5% 4,097 $551K
Flputnam Investment Management Co. 0.01% Reduce -0.7% 3,941 $530K
Palisades Hudson Asset Management, L.P. 0.21% Add +84.9% 3,931 $528K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -7.0% 3,928 $528K
Wedbush Securities Inc. 0.02% Add +3.0% 3,851 $518K
OneAscent Financial Services LLC 0.04% Add +0.7% 3,843 $516K
TAGStone Capital, Inc. 0.21% Add +0.6% 3,752 $516K
Moneta Group Investment Advisors LLC 0.01% Reduce -17.8% 3,814 $513K
Squarepoint Ops LLC 0.00% New 3,806 $511K
SGL Investment Advisors, Inc. 0.24% Add +6.2% 3,765 $506K
Altiora Financial Group, LLC 0.10% No change 3,748 $504K
Optimist Retirement Group LLC 0.24% Add +1.7% 3,712 $499K
Glenmede Investment Management, LP 0.00% — 3,706 $498K
Ridgewood Investments LLC 0.22% Add +36.4% 3,700 $497K
Clarion Wealth Managment Partners, LLC 0.54% — 3,688 $496K
Kestra Private Wealth Services, LLC 0.01% Reduce -13.1% 3,684 $495K
Maryland Capital Advisors Inc. 0.19% Reduce -5.1% 3,628 $488K
Stage Harbor Financial, LLC 0.40% Reduce -6.1% 3,624 $487K
Dunhill Financial, LLC 0.14% Add +12389.7% 3,622 $487K
Scotia Capital Inc. 0.00% Add +0.4% 3,616 $486K
Old National Bancorp 0.01% No change 3,611 $485K
Deutsche Bank AG 0.00% Reduce -16.0% 3,603 $484K
Chicago Partners Investment Group LLC 0.01% Add +0.3% 3,460 $478K
Clearstead Advisors, LLC 0.01% Add +66.9% 3,523 $473K
Valeo Financial Advisors, LLC 0.01% New 3,521 $473K
Prosperity Planning, Inc. 0.19% Reduce -3.5% 3,512 $472K
FSM Wealth Advisors, LLC 0.08% Add +19.1% 3,524 $470K
Comprehensive Money Management Services LLC 0.36% No change 3,495 $470K
Aurelius Family Office LLC 0.22% Reduce -2.1% 3,463 $465K
Bahl & Gaynor LLC 0.00% Reduce -3.7% 3,405 $458K
Continuum Advisory, LLC 0.05% Reduce -43.2% 3,395 $456K
GTS Securities LLC 0.02% New 3,389 $455K
Sowell Financial Services LLC 0.02% Add +9.9% 3,381 $454K
Midwest Trust Co 0.01% — 3,374 $453K
McAdam, LLC 0.02% Reduce -7.4% 3,325 $447K
Charis Legacy Partners, LLC 0.73% No change 3,316 $446K
MorganRosel Wealth Management, LLC 0.12% Add +3.0% 3,252 $437K
Aire Advisors, LLC 0.08% Add +0.1% 3,249 $437K
Anson Capital, Inc. 0.35% Reduce -6.4% 3,249 $437K
Wealthspire Advisors, LLC 0.00% New 3,199 $430K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Reduce -20.8% 3,194 $429K
Balefire, LLC 0.09% New 3,182 $428K
Facet Wealth, Inc. 0.01% Add +36.0% 3,198 $427K
Composition Wealth, LLC 0.01% Reduce -4.9% 3,152 $424K
Evergreen Capital Management LLC 0.01% Reduce -9.8% 3,049 $410K
Red Door Wealth Management, LLC 0.05% Reduce -1.6% 3,041 $409K
Root Financial Partners, LLC 0.04% Reduce -38.8% 3,011 $405K
Northwest Wealth Management, LLC 0.07% Reduce -4.1% 2,984 $401K
TD Waterhouse Canada Inc. 0.00% No change 2,977 $400K
Smartleaf Asset Management LLC 0.04% Add +11.4% 2,980 $397K
Armbruster Capital Management, Inc. 0.07% New 2,949 $396K
May Hill Capital, LLC 0.13% Reduce -14.0% 2,926 $393K
Regions Financial Corp. 0.00% Add +5.9% 2,917 $392K
Cwm, LLC 0.00% Reduce -15.7% 2,849 $383K
Essential Partners LLC 0.15% — 2,837 $381K
Cresset Asset Management, LLC 0.00% Reduce -60.9% 2,805 $377K
SageView Advisory Group, LLC 0.01% Add +6.6% 2,779 $376K
Tribridge Partners Financial LLC 0.22% — 2,787 $375K
Vanguard Group Inc. 0.00% Reduce -1.0% 2,774 $373K
Stephens Inc. 0.01% No change 2,770 $372K
Johnson Investment Counsel Inc. 0.00% Reduce -2.0% 2,746 $369K
Ascentis Wealth Management, LLC 0.10% Reduce -3.8% 2,729 $366K
Vestia Personal Wealth Advisors 0.25% Reduce -5.7% 2,724 $366K
Prime Capital Investment Advisors, LLC 0.00% Reduce -18.3% 2,697 $362K
Mutual Advisors, LLC 0.01% New 2,634 $361K
Quantinno Capital Management LP 0.00% New 2,678 $360K
PBMares Wealth Management LLC 0.07% Reduce -7.3% 2,663 $358K
Summit Rock Advisors, LP 100.00% — 2,645 $355K
Fiera Capital Corp 0.00% No change 2,644 $355K
Essex Financial Services, Inc. 0.02% Add +0.0% 2,616 $352K
WealthShield Partners, LLC 0.04% Reduce -13.1% 2,577 $346K
Moisand Fitzgerald Tamayo, LLC 0.04% Reduce -5.3% 2,556 $344K
NewEdge Advisors, LLC 0.00% Add +396.5% 2,552 $343K
Westmount Partners, LLC 0.09% No change 2,527 $340K
HBK Sorce Advisory LLC 0.01% Reduce -30.9% 2,513 $338K
Jeppson Wealth Management, LLC 0.12% Add +0.3% 2,509 $337K
SCS Capital Management LLC 0.00% Add +8.8% 2,500 $336K
Smith Thornton Advisors LLC 0.19% No change 2,500 $336K
Weik Capital Management 0.13% No change 2,500 $336K
AE Wealth Management LLC 0.00% Reduce -82.8% 2,489 $335K
Cibc World Market Inc. 0.00% Add +39.2% 2,485 $334K
Baker Ellis Asset Management LLC 0.05% No change 2,483 $334K
180 Wealth Advisors, LLC 0.05% Add +13.6% 2,474 $333K
Cim, LLC 0.04% Add +21.8% 2,446 $329K
Fort Washington Investment Advisors Inc. 0.00% No change 2,441 $328K
Allegheny Financial Group 0.07% New 2,416 $325K
Bristlecone Advisors, LLC 0.03% Reduce -13.8% 2,411 $324K
Pallas Capital Advisors LLC 0.01% Reduce -48.5% 2,409 $324K
Matisse Capital 0.15% No change 2,337 $314K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 2,337 $314K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.5% 2,326 $313K
Single Point Partners, LLC 0.07% Reduce -6.9% 2,289 $308K
JGP Wealth Management, LLC 0.04% Reduce -25.9% 2,281 $307K
Balboa Wealth Partners 0.06% New 2,193 $295K
Equitable Holdings, Inc. 0.00% Reduce -2.8% 2,177 $293K
Parallel Advisors, LLC 0.01% Add +29.6% 2,166 $291K
Duncker Streett & Co. Inc. 0.05% Add +0.5% 2,138 $287K
Global Retirement Partners, LLC 0.01% — 2,114 $284K
First National Bank of Mount Dora, Trust Investment Services 0.06% No change 2,100 $282K
UMB Bank, n.a. 0.00% No change 2,097 $282K
Sequent Planning LLC 0.09% Add +10.4% 2,094 $281K
Swmg, LLC 0.09% New 2,068 $280K
Capital Investment Advisors, LLC 0.00% Add +0.6% 2,069 $278K
Anderson Hoagland & Co. 0.03% Reduce -2.0% 2,067 $278K
Vawter Financial, Ltd. 3.13% Reduce -94.2% 2,063 $277K
Capital Advisors Inc. 0.01% Reduce -30.5% 2,060 $277K
Quadcap Wealth Management, LLC 0.03% New 2,032 $273K
Black Diamond Financial, LLC 0.04% Reduce -29.6% 2,030 $273K
Fourth Dimension Wealth, LLC 0.11% Reduce -50.7% 1,989 $267K
CVA Family Office, LLC 0.04% No change 1,980 $266K
CreativeOne Wealth, LLC 0.01% Add +7.5% 1,976 $266K
WBH Advisory Inc. 0.02% Reduce -0.8% 1,955 $263K
Bedel Financial Consulting, Inc. 0.04% Add +0.5% 1,952 $262K
NorthCoast Asset Management LLC 0.00% Add +0.2% 1,936 $260K
Silver Oak Advisory Group, Inc. 0.12% Add +0.4% 1,909 $256K
Private Advisor Group, LLC 0.00% New 1,896 $255K
Sterling Wealth Management, Inc. 0.09% — 1,891 $254K
Dynamic Advisor Solutions LLC 0.01% New 1,881 $253K
Journey Beyond Wealth, LLC 0.21% Reduce -29.6% 1,870 $251K
Roble, Belko & Company, Inc 0.04% Add +0.1% 1,844 $248K
Betterment LLC 0.00% Add +3.9% 1,831 $246K
BCO Wealth Management LLC 0.17% New 1,821 $245K
Avant Financial Advisors LLC 0.20% No change 1,810 $243K
ORG Partners LLC 0.05% Reduce -7.3% 1,804 $242K
Destiny Wealth Partners, LLC 0.03% No change 1,801 $242K
Athena Investment Management 0.14% No change 1,800 $242K
BlackRock, Inc. 0.00% No change 1,777 $239K
McGrath & Associates, Inc. 0.39% No change 1,776 $239K
Joel Isaacson & Co., LLC 0.01% New 1,742 $234K
Pacific Asset Management, LLC 0.19% Reduce -1.0% 1,741 $234K
FAS Wealth Partners, Inc. 0.02% Reduce -1.0% 1,735 $233K
Independent Financial Group, LLC 0.01% New 1,735 $233K
Cullen/Frost Bankers, Inc. 0.00% Add +407.6% 1,731 $233K
First National Trust Co 0.01% Reduce -15.8% 1,722 $231K
Newport Capital Group, LLC 0.16% Reduce -6.5% 1,704 $229K
PUREfi Wealth, LLC 0.18% New 1,701 $229K
Clark Asset Management, LLC 0.03% New 1,672 $225K
Comerica Bank 0.00% Reduce -13.8% 1,670 $224K
Modern Wealth Management, LLC 0.01% New 1,630 $219K
Argent Trust Co 0.01% New 1,626 $219K
Key Financial Inc 0.04% Add +8.7% 1,623 $218K
Raelipskie Partnership 0.10% No change 1,620 $218K
Brand Asset Management Group, Inc. 0.08% Reduce -39.4% 1,593 $214K
Dakota Wealth Management 0.00% New 1,584 $213K
Rialto Wealth Management, LLC 0.06% Reduce -10.2% 1,578 $212K
Savvy Advisors, Inc. 0.01% New 1,574 $212K
Benjamin Edwards Inc. 0.00% New 1,566 $210K
Center For Asset Management LLC 0.13% Reduce -34.5% 1,829 $209K
Stevens Capital Partners 0.07% New 1,531 $209K
Midwestern Financial, LLC 0.19% — 1,538 $207K
Evoke Wealth, LLC 0.00% New 1,532 $206K
Hardin Capital Partners, LLC 0.12% New 1,519 $204K
Apollon Wealth Management, LLC 0.00% New 1,505 $202K
Operose Advisors LLC 0.06% Reduce -38.4% 1,484 $200K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.5% 1,484 $199K
Parkside Financial Bank & Trust 0.02% Add +0.1% 1,444 $194K
Aptus Capital Advisors, LLC 0.00% Reduce -22.7% 1,413 $190K
North Capital, Inc. 0.16% Add +0.6% 1,386 $186K
City State Bank 0.06% No change 1,381 $186K
CENTRAL TRUST Co 0.00% Reduce -12.8% 1,360 $183K
Ameritas Advisory Services, LLC 0.01% New 1,357 $182K
Robinswood Financial LLC 0.06% Add +0.1% 1,338 $180K
Spire Wealth Management 0.01% Add +0.1% 1,333 $179K
Pillar Financial Advisors, LLC 0.11% No change 1,209 $163K
NewSquare Capital LLC 0.01% Reduce -1.6% 1,174 $158K
USA Financial Formulas 0.03% Reduce -37.6% 1,146 $154K
Barclays PLC 0.00% No change 1,145 $154K
IFP Advisors, Inc 0.00% Reduce -8.0% 1,109 $149K
SJS Investment Consulting Inc. 0.02% Add +4.9% 1,093 $147K
Arax Advisory Partners 0.01% Add +65.6% 255 $125K
Rothschild Investment LLC 0.01% No change 907 $122K
Smithfield Trust Co 0.01% Reduce -5.7% 895 $119K
Fairway Wealth LLC 0.04% Add +0.6% 855 $115K
Harbour Investments, Inc. 0.00% Add +8.3% 732 $98K
Signature Resources Capital Management, LLC 0.05% No change 600 $81K
Medallion Wealth Advisors, LLC 0.03% Reduce -1.8% 559 $75K
TruNorth Capital Management, LLC 0.02% Reduce -5.6% 527 $71K
TFC Financial Management, Inc. 0.01% No change 515 $69K
Sound Income Strategies, LLC 0.00% Add +5577.8% 511 $69K
Harbor Investment Advisory, LLC 0.01% No change 493 $66K
FSA Wealth Management LLC 0.03% Add +0.6% 483 $65K
Strategic Wealth Partners, Ltd. 0.01% — 469 $63K
Russell Investments Group, Ltd. 0.00% Add +1588.9% 456 $61K
Golden State Wealth Management, LLC 0.01% Reduce -1.1% 448 $60K
Princeton Global Asset Management LLC 0.01% No change 438 $59K
Capital Advisors, Ltd. LLC 0.01% No change 433 $58K
Howe & Rusling Inc. 0.00% Add +3772.7% 426 $57K
JDM Financial Group LLC 0.03% No change 400 $54K
TD Capital Management LLC 0.00% Add +0.3% 370 $50K
GPS Wealth Strategies Group, LLC 0.01% Add +0.3% 369 $50K
Cape Investment Advisory, Inc. 0.02% Reduce -86.2% 354 $48K
Barrett & Company, Inc. 0.02% No change 346 $46K
Harbor Asset Planning, Inc. 0.04% — 344 $46K
Glass Jacobson Investment Advisors llc 0.02% Add +5.8% 331 $45K
Rossby Financial, LCC 0.02% Add +9.8% 324 $44K
Blue Trust, Inc. 0.00% Add +96.2% 310 $42K
GAMMA Investing LLC 0.00% Add +58.0% 305 $41K
Financial Perspectives, Inc 0.01% Add +69.1% 296 $40K
Salem Investment Counselors Inc. 0.00% No change 289 $39K
St Germain D J Co. Inc. 0.00% No change 265 $36K
Elevation Wealth Partners, LLC 0.01% Add +0.8% 249 $33K
WealthCollab, LLC 0.02% No change 247 $33K
Westside Investment Management, Inc. 0.01% No change 238 $32K
Financial Gravity Companies, Inc. 0.01% — 232 $31K
WPG Advisers, LLC 0.03% No change 228 $31K
Beacon Capital Management, LLC 0.00% Reduce -10.4% 224 $30K
Woodside Wealth Management LLC 0.03% No change 221 $30K
Private Wealth Asset Management, LLC 0.00% No change 220 $30K
Bogart Wealth, LLC 0.00% Add +30.9% 220 $30K
DHJJ Financial Advisors, Ltd. 0.01% New 212 $29K
Clearstead Trust, LLC 0.01% New 210 $28K
Lowe Wealth Advisors, LLC 0.01% No change 204 $27K
Ancora Advisors LLC 0.00% Reduce -3.4% 202 $27K
Accent Capital Management, LLC 0.01% No change 200 $27K
Tompkins Financial Corp. 0.00% New 200 $27K
Armstrong Advisory Group, Inc. 0.00% No change 200 $27K
Concord Wealth Partners 0.00% Add +4.2% 199 $27K
Capital Investment Advisory Services, LLC 0.00% Reduce -19.9% 185 $25K
Park Square Financial Group, LLC 0.02% Reduce -40.5% 178 $24K
GeoWealth Management, LLC 0.00% Reduce -47.2% 178 $24K
Crewe Advisors LLC 0.00% Reduce -87.4% 171 $23K
Sachetta, LLC 0.01% Add +0.6% 171 $23K
MCF Advisors LLC 0.00% No change 162 $22K
Gables Capital Management Inc. 0.01% No change 152 $20K
Evermay Wealth Management LLC 0.00% No change 150 $20K
Tidemark, LLC 0.01% No change 144 $19K
Legacy Bridge, LLC 0.01% No change 140 $19K
First Pacific Financial 0.00% No change 131 $18K
Ulland Investment Advisors, LLC 0.01% No change 125 $17K
Vermillion Wealth Management, Inc. 0.01% Add +19.0% 119 $16K
Ameriflex Group, Inc. 0.01% Reduce -23.3% 115 $15K
MPWM Advisory Solutions, LLC 0.01% No change 113 $15K
Financial Management Professionals, Inc. 0.00% No change 113 $15K
Eastern Bank 0.00% No change 110 $15K
Curio Wealth, LLC 0.01% Add +9900.0% 100 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -6.6% 99 $13K
Tradewinds Capital Management, LLC 0.00% Add +36.6% 97 $13K
First PREMIER Bank 0.00% No change 98 $13K
Brooklyn Investment Group 0.00% Add +977.8% 97 $13K
Highline Wealth Partners LLC 0.00% New 94 $13K
Fifth Third Bancorp 0.00% Add +51.9% 82 $11K
Perritt Capital Management Inc 0.01% No change 81 $11K
Indiana Trust & Investment Management Co 0.00% No change 81 $11K
2UniFi Bank 0.01% No change 78 $10K
Hoese & Co LLP 0.01% No change 72 $10K
Providence Capital Advisors, LLC 0.00% New 67 $9K
Avion Wealth 0.00% No change 71 $9K
C M Bidwell & Associates Ltd. 0.00% Reduce -79.3% 65 $9K
Nordwand Advisors, LLC 0.00% New 63 $8K
Hartford Financial Management Inc. 0.00% New 60 $8K
WFA of San Diego, LLC 0.01% — 60 $8K
Iron Horse Wealth Management, LLC 0.00% Add +20.0% 60 $8K
VSM Wealth Advisory, LLC 0.00% Add +1.7% 59 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $7K
Sunbelt Securities, Inc. 0.00% Reduce -36.0% 57 $7K
Aspect Partners, LLC 0.00% No change 46 $6K
Godsey & Gibb, Inc. 0.00% New 42 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $5K
Coston, McIsaac & Partners 0.00% No change 44 $5K
CGC Financial Services, LLC 0.00% No change 35 $5K
Peterson Wealth Services 0.00% No change 35 $5K
Integrity Financial Corp 0.00% No change 34 $5K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 33 $4K
Accredited Wealth Management, LLC 0.00% No change 32 $4K
Blume Capital Management, Inc. 0.00% New 30 $4K
Kiker Wealth Management, LLC 0.00% Reduce -86.3% 29 $4K
Jackson Hole Capital Partners, LLC 0.00% No change 28 $4K
Raffa Wealth Management, LLC 0.00% Add +3.7% 28 $4K
Adirondack Trust Co. 0.00% No change 27 $4K
Decker Retirement Planning Inc. 0.00% Reduce -87.8% 26 $3K
New Republic Capital, LLC 0.00% No change 26 $3K
Legacy Investment Solutions, LLC 0.00% — 24 $3K
Legacy Wealth Managment, LLC 0.00% Add +50.0% 24 $3K
Winthrop Capital Management, LLC 0.00% No change 26 $3K
Lanark Financial, Inc. 0.00% No change 25 $3K
Wealth Preservation Advisors, LLC 0.00% No change 22 $3K
Whittier Trust Co. of Nevada Inc. 0.00% New 22 $3K
HighMark Wealth Management LLC 0.00% Add +58.3% 19 $3K
Anfield Capital Management, LLC 0.00% No change 19 $3K
Bangor Savings Bank 0.00% No change 19 $3K
Balentine LLC 0.00% No change 18 $2K
Bellwether Advisors, LLC 0.00% No change 17 $2K
Evolution Wealth Management Inc. 0.00% — 16 $2K
Ashton Thomas Securities, LLC 0.00% No change 15 $2K
Geneos Wealth Management Inc. 0.00% No change 15 $2K
Aventura Private Wealth, LLC 0.00% No change 12 $2K
Rosenberg Matthew Hamilton 0.00% Reduce -25.0% 12 $2K
Pinnacle Bancorp, Inc. 0.00% No change 6 $806
Tower Research Capital LLC (TRC) 0.00% Reduce -88.6% 5 $672
Prudent Man Investment Management, Inc. 0.00% No change 4 $458
TCTC Holdings, LLC 0.00% No change 2 $269

"% 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.