Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q3 2025 (September 30)
670holders +20
57new positions
33sold out
4famous investors
$142.17avg. 13F price*

At the end of Q3 2025, 670 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, up 20 from Q2 2025. 57 opened new positions and 33 sold out. The largest holders were Empower Advisory Group, LLC ($706.0M), Mason Investment Advisory Services, Inc. ($270.6M) and Natixis Advisors, LLC ($265.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions57$49.8M
Exits33$26.5M

All 13F filers, Q2 2025 → Q3 2025: 3,359,058 shares bought and 2,130,968 shares sold, net +1,228,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 670 holders

Empower Advisory Group, LLC 1.96% Add +1.0% 4,952,681 $706.0M
Mason Investment Advisory Services, Inc. 13.48% Reduce -1.9% 1,898,348 $270.6M
Natixis Advisors, LLC 0.39% Reduce -13.5% 1,860,261 $265.2M
Bessemer Group Inc. 0.40% Reduce -3.5% 1,846,382 $263.2M
1832 Asset Management L.P. 0.35% Reduce -4.4% 1,457,208 $207.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -8.8% 1,270,001 $181.0M
Assetmark, Inc. 0.22% Reduce -8.4% 734,572 $104.7M
Jones Financial Companies LLLP 0.07% Add +10.2% 673,817 $95.4M
Wit, LLC 2.13% No change 658,548 $93.9M
Morgan Stanley 0.01% Reduce -12.2% 657,870 $93.8M
Creative Planning 0.07% Add +4.7% 639,502 $91.2M
Fusion Family Wealth, LLC 6.40% Reduce -44.1% 59,969 $85.5M
Northwestern Mutual Wealth Management Co. 0.05% Add +0.8% 541,497 $77.2M
UBS Group AG 0.01% Reduce -16.9% 482,781 $68.8M
Clark Capital Management Group, Inc. 0.41% Add +1.1% 454,568 $64.8M
LPL Financial LLC 0.02% Add +29.1% 444,871 $63.4M
Arax Advisory Partners 0.82% Add +407466.3% 1,039,294 $57.2M
Mercer Global Advisors Inc. 0.09% Add +1087.2% 396,836 $56.6M
State Street Corp. 0.00% Reduce -1.7% 385,489 $55.0M
Envestnet Asset Management Inc. 0.01% Reduce -24.1% 361,259 $51.5M
FMR LLC 0.00% Add +809.7% 359,017 $51.2M
Bank of Montreal 0.02% Add +20.1% 348,956 $49.7M
Efficient Advisors, LLC 2.77% Add +0.9% 345,432 $49.2M
Wells Fargo & Company 0.01% Reduce -0.3% 333,821 $47.6M
Pathstone Holdings, LLC 0.18% Add +0.0% 324,862 $46.3M
Advisory Alpha, LLC 1.27% Add +3.5% 318,906 $45.6M
Full Sail Capital, LLC 2.37% Reduce -3.1% 301,868 $43.0M
Commonwealth Equity Services, LLC 0.05% Reduce -28.0% 286,618 $40.9M
Bank of America Corp. 0.00% Add +3.9% 284,181 $40.5M
Corient Private Wealth LP 0.06% Reduce -3.3% 257,470 $36.7M
Pacific Life Fund Advisors LLC 3.71% Add +14.1% 253,359 $36.1M
Flow Traders U.S. LLC 1.46% Add +425.0% 252,000 $35.9M
Savant Capital, LLC 0.22% Add +3720.3% 251,876 $35.9M
PNC Financial Services Group, Inc. 0.02% Reduce -16.2% 237,663 $33.9M
Stifel Financial Corp. 0.03% Add +4.2% 236,101 $33.7M
Manufacturers Life Insurance Company, The 0.03% Reduce -4.6% 224,133 $31.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.61% Reduce -0.4% 214,060 $30.5M
Cetera Investment Advisers 0.03% Add +4.0% 204,878 $29.2M
25 LLC 9.81% Add +0.7% 202,035 $28.8M
Wedmont Private Capital 0.99% Add +1.1% 186,473 $26.7M
HighTower Advisors, LLC 0.03% Reduce -0.8% 185,659 $26.5M
Apella Capital, LLC 0.57% Reduce -8.7% 179,274 $25.6M
Galvin, Gaustad & Stein, LLC 2.11% Reduce -14.2% 179,228 $25.5M
Royal Bank of Canada 0.00% Reduce -6.0% 174,308 $24.8M
Cerity Partners LLC 0.04% Add +0.6% 167,858 $23.9M
Vontobel Holding Ltd. 0.07% No change 160,000 $22.8M
Osaic Holdings, Inc. 0.03% Reduce -7.1% 154,528 $22.0M
Mather Group, Llc. 0.20% Reduce -1.8% 137,001 $19.5M
Goldman Sachs Group Inc. 0.00% Reduce -3.9% 136,609 $19.5M
Redwood Investment Management, LLC 1.97% Reduce -22.7% 127,388 $18.2M
CSM Advisors, LLC 0.50% No change 126,550 $18.0M
Portland Global Advisors LLC 1.91% Add +1.8% 120,027 $17.1M
JPMorgan Chase & Co. 0.00% Add +1.3% 119,491 $17.0M
MilWealth Group LLC 4.06% Reduce -0.0% 116,998 $16.7M
Aspiriant, LLC 0.46% Reduce -4.9% 106,313 $15.2M
Partners in Financial Planning 2.61% Reduce -1.1% 105,931 $15.1M
Raymond James Financial Inc. 0.00% Add +8.0% 103,843 $14.8M
Susquehanna International Group, LLP 0.02% Add +498.2% 99,865 $14.2M
Causeway Capital Management LLC 0.17% Add +46.5% 90,227 $12.9M
IMA Advisory Services, Inc. 1.29% Reduce -0.9% 89,525 $12.8M
Focus Partners Advisor Solutions, LLC 0.14% Add +51.5% 88,228 $12.5M
Coldstream Capital Management Inc. 0.17% Reduce -1.4% 86,931 $12.4M
Family CFO Inc 5.63% Reduce -0.2% 85,717 $12.2M
Ameriprise Financial Inc. 0.00% Reduce -3.7% 84,686 $12.1M
Modera Wealth Management, LLC 0.14% Reduce -0.8% 83,657 $11.9M
N.E.W. Advisory Services LLC 1.04% Add +2.9% 81,478 $11.6M
Obsidian Cio, LLC 1.49% Add +5.3% 79,740 $11.4M
Citadel Advisors 0.01% New 79,517 $11.3M
Beaird Harris Wealth Management, LLC 0.80% Reduce -5.4% 78,710 $11.2M
Strategic Financial Planning, Inc. 6.38% Reduce -1.2% 77,305 $11.0M
Grove Street Fiduciary, LLC 4.88% Reduce -6.0% 72,419 $10.3M
IFG Advisors, LLC 1.66% Reduce -9.4% 71,177 $10.1M
Texas Yale Capital Corp. 0.32% Add +4.8% 71,138 $10.1M
RTD Financial Advisors, Inc. 1.21% Reduce -0.7% 70,372 $10.0M
Valmark Advisers, Inc. 0.13% Reduce -2.0% 69,901 $10.0M
Peapack Gladstone Financial Corp. 0.13% Reduce -2.4% 69,354 $9.9M
Quadrature Capital Ltd 0.11% Add +1050.4% 67,864 $9.7M
Jane Street Group, LLC 0.01% Reduce -13.0% 67,135 $9.6M
MAI Capital Management 0.06% Reduce -1.6% 65,515 $9.3M
Johnson Financial Group, LLC 0.85% No change 64,995 $9.3M
Presilium Private Wealth, LLC 1.74% Reduce -3.3% 64,445 $9.2M
Columbus Macro, LLC 1.04% Reduce -2.3% 64,185 $9.1M
Cambria Investment Management, L.P. 0.54% New 62,690 $8.9M
Brooklyn FI, LLC 1.99% Reduce -15.0% 62,258 $8.9M
Checchi Capital Advisers, LLC 0.61% Reduce -3.1% 62,170 $8.9M
Baird Financial Group, Inc. 0.01% Reduce -6.0% 60,377 $8.6M
Whitaker-Myers Wealth Managers, LTD. 1.87% Reduce -17.3% 60,156 $8.6M
Exencial Wealth Advisors, LLC 0.28% Reduce -5.8% 59,697 $8.5M
Cutler Investment Counsel LLC 0.88% Add +5.8% 58,685 $8.4M
Sequoia Financial Advisors, LLC 0.05% Reduce -15.8% 57,649 $8.2M
Rockefeller Capital Management L.P. 0.02% New 55,584 $7.9M
Symmetry Partners, LLC 0.84% Add +27.4% 54,308 $7.7M
Maltin Wealth Management, Inc. 3.20% Add +3.1% 54,075 $7.7M
Diversify Wealth Management, LLC 0.44% Reduce -6.3% 53,232 $7.6M
Quantum Capital Management, LLC / NJ 0.81% Add +28.7% 51,712 $7.4M
Atmos Advisory, LLC 4.33% Reduce -0.9% 49,820 $7.1M
Gladwyn Financial Advisors, Inc. 4.95% Add +1.9% 48,373 $6.9M
Avior Wealth Management, LLC 0.22% Add +2.0% 47,803 $6.8M
Twelve Points Wealth Management LLC 1.68% Add +0.9% 47,163 $6.7M
Tanager Wealth Management LLP 0.70% Reduce -7.6% 46,764 $6.7M
Principal Securities, Inc. 0.11% Reduce -1.7% 46,471 $6.6M
Boston Standard Wealth Management, LLC 1.09% Add +1.0% 45,519 $6.5M
Mackenzie Financial Corp. 0.01% Add +0.8% 42,591 $6.1M
Commerce Bank 0.03% Reduce -12.4% 41,553 $5.9M
Twin Focus Capital Partners, LLC 0.74% Reduce -3.9% 40,835 $5.8M
Colony Family Offices, LLC 1.48% Reduce -2.3% 40,157 $5.7M
Sage Financial Management Group, Inc. 1.82% Add +1.9% 39,962 $5.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.7% 39,512 $5.6M
Flower City Capital 3.02% Reduce -2.5% 39,376 $5.6M
Sage Rhino Capital LLC 1.08% Reduce -2.0% 39,019 $5.6M
SWAN Capital LLC 2.25% Reduce -29.6% 39,001 $5.6M
Viewpoint Capital Management LLC 2.42% Add +2.9% 38,595 $5.5M
Moller Wealth Partners 1.14% Reduce -2.1% 38,262 $5.5M
Janney Montgomery Scott LLC 0.01% Reduce -78.7% 38,215 $5.4M
Mariner, LLC 0.01% Add +5.5% 37,299 $5.3M
Vawter Financial, Ltd. 2.32% Add +1640.8% 35,912 $5.1M
Obsido Oy 3.40% Add +7.6% 35,825 $5.1M
SBI Securities Co., Ltd. 0.13% Reduce -0.2% 35,562 $5.1M
Lam Group, Inc. 3.14% Add +0.0% 35,483 $5.1M
Factor Wealth Management LTD 1.25% Add +8.4% 35,091 $5.0M
Inspire Trust Co, N.A. 0.89% Reduce -59.7% 34,470 $4.9M
Causey Wealth LLC 2.39% Reduce -3.3% 34,403 $4.9M
First Horizon Corp. 0.23% — 34,396 $4.9M
Noble Family Wealth, LLC 1.06% Add +10.4% 33,573 $4.8M
Aletheian Wealth Advisors LLC 2.19% Add +1.4% 33,085 $4.7M
Focus Partners Wealth 0.01% Reduce -18.7% 33,037 $4.7M
Tortoise Investment Management, LLC 0.41% Reduce -0.6% 32,640 $4.7M
Cardiff Park Advisors, LLC 0.34% Add +0.1% 31,456 $4.5M
Nwam LLC 0.24% Add +3.9% 31,248 $4.5M
Bleakley Financial Group, LLC 0.10% Reduce -2.4% 31,048 $4.4M
Womack Financial LLC 3.34% Add +3.7% 30,839 $4.4M
Blue Barn Wealth, LLC 1.87% Add +8.5% 29,924 $4.3M
Kohmann Bosshard Financial Services, LLC 0.44% Reduce -2.3% 29,888 $4.3M
GFS Advisors, LLC 0.52% Reduce -7.1% 28,680 $4.1M
Perigon Wealth Management, LLC 0.08% Reduce -11.4% 28,667 $4.1M
Haverford Trust Co 0.04% Reduce -1.1% 28,510 $4.1M
Regal Investment Advisors LLC 0.26% Add +14.1% 28,105 $4.0M
Farther Finance Advisors, LLC 0.06% Add +98.3% 28,075 $4.0M
Rebalance, LLC 0.24% No change 27,869 $4.0M
MML Investors Services, LLC 0.01% Reduce -29.4% 27,788 $4.0M
Strategic Investment Advisors / MI 0.36% Reduce -99.2% 240 $4.0M
Landmark Wealth Management, LLC 1.57% Reduce -2.8% 27,702 $3.9M
Harpswell Capital Advisors, LLC 3.66% — 26,912 $3.8M
Creative Financial Designs Inc. 0.26% Add +2.5% 26,824 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +10.3% 26,612 $3.8M
Certified Advisory Corp 0.36% Reduce -0.9% 26,459 $3.8M
Alliancebernstein L.P. 0.00% Reduce -54.1% 26,099 $3.7M
FDx Advisors, Inc. 1.11% Reduce -6.0% 25,946 $3.7M
Rwa Wealth Partners, LLC 0.04% Reduce -14.7% 25,688 $3.7M
Hemington Wealth Management 0.47% Reduce -1.2% 25,518 $3.6M
AQR Capital Management 0.00% Add +77.2% 25,502 $3.6M
St. Louis Trust Co 0.45% No change 25,037 $3.6M
LPWM LLC 0.95% Add +1.5% 24,957 $3.6M
Horizon Financial Services, LLC 1.68% Add +1.1% 24,758 $3.5M
Walkner Condon Financial Advisors LLC 0.56% Add +2.2% 24,732 $3.5M
Compound Planning, Inc. 0.11% Add +5.3% 24,372 $3.5M
Evanson Asset Management, LLC 0.20% Add +3.3% 24,279 $3.5M
Cornerstone Wealth Advisors, Inc. 0.83% Reduce -6.1% 24,167 $3.4M
Fiduciary Advisors, Inc. 2.76% Reduce -2.0% 23,957 $3.4M
Diversify Advisory Services, LLC 0.11% Add +4.3% 23,914 $3.4M
Aberdeen Wealth Management LLC 2.12% Add +0.4% 23,690 $3.4M
Eclectic Associates Inc. 0.61% Reduce -4.1% 23,471 $3.3M
Tobias Financial Advisors, Inc. 0.50% Add +0.2% 23,266 $3.3M
Arbor Wealth Advisors LLC 2.47% No change 23,214 $3.3M
Victory Capital Management Inc. 0.00% Reduce -55.0% 23,072 $3.3M
Newton One Investments LLC 0.97% Reduce -1.6% 22,901 $3.3M
Bear Mountain Capital, Inc. 1.09% Reduce -1.8% 22,955 $3.3M
Qube Research & Technologies Ltd 0.00% Reduce -34.0% 21,750 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Add +3.7% 21,641 $3.1M
Allegiance Financial Group Advisory Services LLC 0.71% Reduce -8.4% 21,619 $3.1M
Great Valley Advisor Group, Inc. 0.06% Reduce -0.7% 21,072 $3.0M
DAVENPORT & Co LLC 0.02% Reduce -1.7% 20,523 $2.9M
My Personal CFO, LLC 1.12% New 20,322 $2.9M
Foundation Wealth Management, LLC\PA 1.12% Reduce -13.7% 20,322 $2.9M
Daiichi Life Insurance Co., Ltd. 0.07% Add +38.4% 20,252 $2.9M
CoreFirst Bank & Trust 1.53% Add +1.0% 19,857 $2.8M
Tectonic Advisors LLC 0.15% Add +5.5% 19,690 $2.8M
Center for Financial Planning, Inc. 0.30% Add +29.6% 19,434 $2.8M
Patriot Investment Management Group, Inc. 0.18% Add +0.1% 19,306 $2.8M
Mission Wealth Management, LP 0.06% Reduce -0.9% 19,023 $2.7M
Falcon Wealth Planning 0.24% Reduce -6.7% 18,885 $2.7M
Kestra Advisory Services, LLC 0.01% Add +0.9% 18,814 $2.7M
Voya Financial Advisors, Inc. 0.26% Add +10.3% 18,753 $2.7M
Uptown Financial Advisors LLC 2.34% Add +1.5% 18,704 $2.7M
Family Wealth Partners, LLC 0.99% Reduce -0.8% 18,555 $2.6M
Beacon Pointe Advisors, LLC 0.02% Add +28.3% 17,836 $2.5M
Capital Analysts, LLC 0.07% Reduce -7.8% 17,444 $2.5M
Integrated Wealth Concepts LLC 0.02% Add +0.0% 16,746 $2.4M
Simplicity Wealth,LLC 0.13% Add +58.4% 16,233 $2.3M
Traveka Wealth, LLC 1.03% Reduce -3.8% 16,183 $2.3M
Red Wave Investments LLC 0.71% Reduce -3.9% 16,143 $2.3M
Upper Left Wealth Management, LLC 1.44% Reduce -0.7% 16,066 $2.3M
PFG Private Wealth Management, LLC 1.02% New 15,999 $2.3M
Integrity Wealth Solutions LLC 1.02% Reduce -0.8% 15,999 $2.3M
Intrust Bank NA 0.19% Reduce -1.6% 15,970 $2.3M
SVB Wealth LLC 0.12% Reduce -38.9% 15,752 $2.2M
Valtinson Bruner Financial Planning LLC 0.66% Add +3.5% 15,731 $2.2M
Simon Quick Advisors, LLC 0.10% Add +0.1% 15,612 $2.2M
Level Financial Advisors 0.62% Reduce -1.8% 15,437 $2.2M
Summit Financial, LLC 0.03% Reduce -7.1% 15,401 $2.2M
Mgo One Seven LLC 0.05% Add +3.7% 15,189 $2.2M
Kathleen S. Wright Associates Inc. 0.80% Reduce -3.1% 15,100 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +26.4% 15,073 $2.1M
Compass Ion Advisors, LLC 0.21% Reduce -4.5% 15,052 $2.1M
Cassaday & Co Wealth Management LLC 0.05% Add +4.8% 14,814 $2.1M
Sanctuary Advisors, LLC 0.01% Add +67.4% 14,214 $2.0M
PDS Planning, Inc 0.14% Reduce -0.9% 13,958 $2.0M
Atlanta Consulting Group Advisors, LLC 0.49% No change 13,933 $2.0M
GHP Investment Advisors, Inc. 0.08% Add +0.3% 13,835 $2.0M
Sincerus Advisory, LLC 1.68% Add +1.4% 13,799 $2.0M
Intergy Private Wealth, LLC 0.61% Add +3.4% 13,732 $2.0M
Procyon Advisors, LLC 0.11% New 13,453 $1.9M
Waverly Advisors, LLC 0.02% Reduce -2.9% 13,449 $1.9M
Cushing Capital Partners, LLC 1.50% Add +6.2% 13,438 $1.9M
Shufro Rose & Co. LLC 0.16% Reduce -1.0% 16,365 $1.9M
Mittelman Wealth Management 1.22% Add +51.1% 13,118 $1.9M
Kingsview Wealth Management, LLC 0.03% Add +6.5% 13,029 $1.9M
Zhang Financial LLC 0.07% Add +2.4% 12,656 $1.8M
Gibraltar Capital Management, Inc. 0.32% No change 12,425 $1.8M
Congress Asset Management Co. 0.01% Reduce -4.5% 12,414 $1.8M
Payne Capital Management, LLC 0.56% Add +34.5% 12,278 $1.8M
Ballentine Partners, LLC 0.02% Reduce -4.3% 12,247 $1.7M
Alpha Financial Advisors, LLC 0.61% Add +1.9% 12,162 $1.7M
Park Avenue Securities LLC 0.01% Add +2.5% 12,098 $1.7M
Advisory Services Network, LLC 0.03% Reduce -0.3% 11,948 $1.7M
Northern Trust Corp. 0.00% Reduce -5.5% 11,908 $1.7M
Elevate Wealth Advisory, Inc. 1.23% Reduce -1.7% 11,880 $1.7M
Captrust Financial Advisors 0.00% Reduce -9.7% 11,781 $1.7M
Brown Advisory Inc. 0.00% No change 11,687 $1.7M
Vance Wealth, LLC 0.51% Reduce -1.1% 11,603 $1.7M
Pinnacle Associates Ltd. 0.02% Reduce -2.7% 11,600 $1.7M
AllSquare Wealth Management LLC 0.87% Reduce -0.5% 11,575 $1.7M
M Holdings Securities, Inc. 0.35% New 11,474 $1.6M
JFG Wealth Management, LLC 0.32% Reduce -5.0% 11,293 $1.6M
Atria Investments, Inc 0.02% Add +20.0% 11,285 $1.6M
Citigroup Inc. 0.00% Reduce -4.6% 11,008 $1.6M
Cherry Tree Wealth Management, LLC 0.34% Reduce -1.9% 11,005 $1.6M
Bell Investment Advisors, Inc 0.26% Reduce -0.2% 10,976 $1.6M
Asset Allocation Strategies LLC 0.31% Reduce -19.8% 10,962 $1.6M
Praetorian Wealth Management, Inc. 0.31% Add +3.8% 10,598 $1.5M
Welch & Forbes LLC 0.02% No change 10,334 $1.5M
SOL Capital Management CO 0.13% Reduce -1.5% 10,298 $1.5M
CoreCap Advisors, LLC 0.05% Reduce -1.9% 10,204 $1.5M
Summit Financial Strategies, Inc. 0.12% Add +2.8% 10,072 $1.4M
TCI Wealth Advisors, Inc. 0.09% Reduce -3.8% 10,055 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +2.3% 9,813 $1.4M
DRW Securities, LLC 0.07% Reduce -43.8% 9,816 $1.4M
Johnson Financial Group, Inc. 0.05% Reduce -24.6% 9,645 $1.4M
Naples Global Advisors, LLC 0.11% Reduce -0.5% 9,593 $1.4M
Golden Bell Financial Planning LLC 1.19% Reduce -0.8% 9,586 $1.4M
Canandaigua National Bank & Trust Co. 0.12% Reduce -15.0% 9,496 $1.4M
Asset Dedication, LLC 0.09% Add +25.2% 9,463 $1.3M
Pure Financial Advisors, LLC 0.02% Reduce -4.7% 9,295 $1.3M
Colorado Capital Management, Inc. 0.51% Reduce -12.9% 9,285 $1.3M
Ascent Group, LLC 0.05% Reduce -43.0% 9,238 $1.3M
Keybank National Association 0.00% Reduce -1.7% 9,204 $1.3M
Silverlake Wealth Management LLC 0.32% New 9,138 $1.3M
William Mack & Associates, Inc. 0.70% No change 9,100 $1.3M
Silver Oak Securities, Incorporated 0.10% Reduce -0.4% 9,082 $1.3M
Harbour Capital Advisors, LLC 0.26% Reduce -4.0% 9,028 $1.3M
Bank of New York Mellon Corp 0.00% Add +1.4% 8,986 $1.3M
Minot DeBlois Advisors LLC 1.15% Reduce -1.0% 8,909 $1.3M
Camelot Portfolios, LLC 0.75% Reduce -1.8% 8,819 $1.3M
Glaxis Capital Management, LLC 2.07% Add +107.7% 17,450 $1.2M
Truist Financial Corp. 0.00% Add +1.3% 8,716 $1.2M
Ritholtz Wealth Management 0.02% Reduce -0.7% 8,700 $1.2M
Paragon Capital Management Ltd 0.23% Reduce -18.8% 8,658 $1.2M
Matrix Trust Co 0.19% Reduce -6.0% 8,584 $1.2M
McLean Asset Management Corp 0.25% Reduce -17.6% 8,423 $1.2M
Life Planning Partners, Inc 0.88% Reduce -1.6% 8,491 $1.2M
Institute for Wealth Management, LLC. 0.13% No change 8,457 $1.2M
AlphaCore Capital LLC 0.04% Add +2.6% 8,170 $1.2M
Everhart Financial Group, Inc. 0.12% Reduce -19.1% 8,137 $1.2M
One Day In July LLC 0.10% Reduce -65.2% 8,123 $1.2M
Nepc LLC 0.03% No change 8,114 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% No change 8,025 $1.1M
Ground Swell Capital, LLC 2.51% New 8,013 $1.1M
Morton Brown Family Wealth, LLC 0.33% Reduce -0.1% 7,978 $1.1M
JDH Wealth Management, LLC 0.80% No change 7,951 $1.1M
Larson Financial Group LLC 0.04% Reduce -2.6% 7,900 $1.1M
Concurrent Investment Advisors, LLC 0.02% Add +44.5% 7,692 $1.1M
Wealthspire Advisors, LLC 0.01% Add +138.7% 7,636 $1.1M
Sachem Hill LLC 0.21% No change 7,529 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.9% 7,310 $1.0M
Halbert Hargrove Global Advisors, LLC 0.05% Reduce -2.7% 7,330 $1.0M
Titleist Asset Management, LLC 0.09% Reduce -2.7% 7,201 $1.0M
Encompass Wealth Advisors, LLC 0.34% Add +2.9% 6,934 $988K
USA Financial Formulas 0.17% Add +497.3% 6,845 $976K
Tocqueville Asset Management L.P. 0.01% No change 6,838 $975K
Blue Edge Capital, LLC 0.14% Reduce -16.0% 6,770 $965K
Columbia River Financial Group, LLC 0.59% Reduce -12.6% 6,768 $960K
Thompson Siegel & Walmsley LLC 0.02% No change 6,671 $951K
EverSource Wealth Advisors, LLC 0.04% Add +3.1% 6,487 $925K
Jackson Thornton Wealth Management, LLC 0.09% Reduce -1.4% 6,271 $901K
LRI Investments, LLC 0.07% No change 6,307 $899K
&partners 0.01% Reduce -12.3% 6,196 $883K
Merit Financial Group, LLC 0.01% Add +3.2% 6,123 $873K
Bailard, Inc. 0.02% No change 6,022 $858K
Warner Financial, Inc. 0.31% No change 5,832 $831K
Blair William & Co. 0.00% Reduce -8.6% 5,820 $830K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.2% 5,815 $829K
Arete Wealth Advisors, LLC 0.05% Add +21.8% 5,764 $820K
SouthState Bank Corp 0.04% Reduce -9.0% 5,684 $810K
Windward Private Wealth Management Inc. 0.28% No change 5,608 $799K
World Investment Advisors 0.02% Reduce -0.5% 5,581 $796K
IAG Wealth Partners, LLC 0.10% Reduce -4.7% 5,570 $794K
Choreo, LLC 0.01% Reduce -3.6% 5,521 $787K
Investment Partners, LTD. 0.28% Reduce -3.3% 5,497 $784K
Cary Street Partners Financial LLC 0.02% Reduce -2.6% 5,487 $782K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 5,419 $772K
Root Financial Partners, LLC 0.05% Add +79.4% 5,403 $770K
Rockbridge Investment Management, LCC 0.08% Reduce -1.4% 5,383 $767K
SilverOak Wealth Management LLC 0.13% Add +0.0% 5,324 $759K
Liberty Capital Management, Inc. 0.14% Reduce -0.4% 5,264 $750K
DGS Capital Management, LLC 0.14% Add +6.4% 5,214 $743K
Yoffe Investment Management, LLC 0.97% No change 5,212 $743K
First Citizens Bank & Trust Co. 0.02% Reduce -19.7% 5,167 $737K
Brighton Jones LLC 0.02% Add +2.7% 5,145 $733K
Beckerman Institutional, LLC 0.43% Reduce -0.0% 5,139 $733K
BWM Planning, LLC 0.22% No change 5,135 $732K
M&T Bank Corp 0.00% Reduce -0.3% 5,064 $722K
Sound Financial Strategies Group, LLC 0.52% Reduce -2.3% 5,018 $715K
Private Trust Co. NA 0.06% Reduce -0.0% 4,984 $711K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.3% 4,983 $710K
Arkadios Wealth Advisors 0.02% New 4,972 $709K
PAX Financial Group, LLC 0.13% Add +0.2% 4,902 $699K
Gries Financial LLC 0.11% No change 4,856 $692K
Clarity Capital Advisors, LLC 0.37% Add +0.4% 4,827 $688K
Breakwater Capital Group 0.10% Reduce -0.5% 4,827 $688K
Two Sigma Securities, LLC 0.10% Add +16.4% 4,824 $688K
Eagle Strategies LLC 0.09% Reduce -13.9% 4,797 $684K
Pension & Wealth Management Advisors, Inc. 0.21% Add +0.0% 4,783 $682K
Whittier Trust Co. 0.01% Add +1.4% 4,698 $677K
Trust Co. of Vermont 0.03% Add +5.1% 4,707 $671K
Evergreen Wealth Management, LLC 0.35% Reduce -1.1% 4,684 $668K
US Bancorp \de 0.00% Reduce -1.7% 4,664 $665K
Anchor Investment Management, LLC 0.05% Reduce -1.6% 4,630 $660K
GTS Securities LLC 0.03% Add +36.6% 4,629 $660K
Frazier Financial Advisors, LLC 0.40% Reduce -0.5% 4,623 $659K
Transamerica Financial Advisors, LLC 0.05% Add +5.4% 4,541 $647K
Orion Porfolio Solutions, LLC 0.01% Reduce -6.2% 4,513 $643K
SGL Investment Advisors, Inc. 0.27% Add +19.9% 4,515 $643K
Avidian Wealth Enterprises, LLC 0.02% Reduce -20.2% 4,420 $630K
United Capital Financial Advisors, LLC 0.00% Reduce -12.2% 4,409 $629K
Lodestone Wealth Management LLC 0.28% No change 4,360 $622K
Allworth Financial LP 0.00% Add +3.0% 4,331 $617K
Opus Capital Group, LLC 0.07% Reduce -3.0% 4,311 $615K
Richardson Financial Services Inc. 0.38% Reduce -1.6% 4,299 $613K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.1% 4,276 $610K
Trust Co of the South 0.10% No change 4,270 $609K
Klingman & Associates, LLC 0.03% Reduce -8.5% 4,256 $607K
Ridgewood Investments LLC 0.25% Add +14.2% 4,225 $602K
Prairiewood Capital, LLC 0.20% No change 4,139 $590K
Cornerstone Planning Group LLC 0.09% New 10,305 $569K
Carson Advisory Inc. 0.31% New 3,972 $566K
Palisades Hudson Asset Management, L.P. 0.20% Add +0.4% 3,945 $562K
Flputnam Investment Management Co. 0.01% Reduce -0.1% 3,938 $561K
Rede Wealth, LLC 0.44% New 3,920 $559K
Eagle Bay Advisors LLC 0.44% Reduce -14.1% 3,920 $559K
Wedbush Securities Inc. 0.02% Add +0.6% 3,872 $552K
OneAscent Financial Services LLC 0.04% Add +0.6% 3,865 $551K
Allspring Global Investments Holdings, LLC 0.00% New 3,847 $548K
Quantinno Capital Management LP 0.00% Add +43.4% 3,841 $548K
Moneta Group Investment Advisors LLC 0.00% Add +0.6% 3,835 $547K
TAGStone Capital, Inc. 0.21% Add +0.5% 3,772 $538K
Appleton Partners Inc. 0.04% Reduce -13.8% 3,765 $537K
Altiora Financial Group, LLC 0.10% No change 3,748 $534K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -4.7% 3,743 $534K
Scotia Capital Inc. 0.00% Add +3.4% 3,738 $533K
Optimist Retirement Group LLC 0.24% Add +0.3% 3,722 $531K
Savvy Advisors, Inc. 0.02% Add +135.9% 3,713 $529K
Glenmede Investment Management, LP 0.00% No change 3,706 $528K
Dunhill Financial, LLC 0.18% Add +1.2% 3,667 $523K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.5% 3,666 $523K
Smartleaf Asset Management LLC 0.03% Add +21.9% 3,634 $517K
Old National Bancorp 0.01% No change 3,611 $515K
FSM Wealth Advisors, LLC 0.07% No change 3,524 $502K
Soltis Investment Advisors LLC 0.03% New 3,520 $502K
Comprehensive Money Management Services LLC 0.35% Add +0.6% 3,517 $501K
MorganRosel Wealth Management, LLC 0.13% Add +8.0% 3,512 $501K
Stage Harbor Financial, LLC 0.37% Reduce -3.2% 3,507 $500K
CGN Advisors LLC 0.04% Reduce -52.0% 3,500 $499K
Vanguard Personalized Indexing Management, LLC 0.01% New 3,490 $498K
Amara Financial, Llc. 0.37% New 3,483 $497K
Forvis Mazars Wealth Advisors, LLC 0.01% New 3,475 $495K
Clearstead Advisors, LLC 0.01% Reduce -1.5% 3,470 $495K
Prosperity Planning, Inc. 0.19% Reduce -1.2% 3,469 $494K
Maryland Capital Advisors Inc. 0.17% Reduce -6.5% 3,392 $484K
Deutsche Bank AG 0.00% Reduce -7.0% 3,349 $477K
BlackRock, Inc. 0.00% Add +88.3% 3,346 $477K
Aurelius Family Office LLC 0.21% Reduce -3.7% 3,335 $475K
Anson Capital, Inc. 0.35% Add +2.1% 3,316 $473K
Midwest Trust Co 0.01% Reduce -2.3% 3,297 $470K
Clarion Wealth Managment Partners, LLC 0.46% Reduce -10.6% 3,297 $470K
180 Wealth Advisors, LLC 0.06% Add +32.9% 3,289 $469K
Bahl & Gaynor LLC 0.00% Reduce -4.4% 3,255 $464K
Aire Advisors, LLC 0.08% Add +0.1% 3,252 $464K
Valeo Financial Advisors, LLC 0.01% Reduce -8.2% 3,234 $461K
Great Oak Capital Partners, LLC 0.12% New 3,204 $457K
Allegheny Financial Group 0.09% Add +32.5% 3,202 $457K
Private Advisor Group, LLC 0.00% Add +67.5% 3,175 $453K
Cwm, LLC 0.00% Add +11.1% 3,164 $451K
Composition Wealth, LLC 0.01% Reduce -0.3% 3,142 $448K
Sowell Financial Services LLC 0.02% Reduce -7.3% 3,135 $447K
Chicago Partners Investment Group LLC 0.01% Reduce -10.9% 3,083 $444K
Essential Partners LLC 0.15% Add +9.3% 3,102 $442K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -2.9% 3,100 $442K
McAdam, LLC 0.02% Reduce -7.7% 3,070 $438K
Ascentis Wealth Management, LLC 0.10% Add +12.5% 3,070 $438K
AdvisorNet Financial, Inc 0.02% Reduce -25.6% 3,049 $435K
TFB Advisors LLC 0.13% Reduce -27.5% 3,074 $434K
Facet Wealth, Inc. 0.01% Reduce -5.2% 3,032 $432K
Quadcap Wealth Management, LLC 0.05% Add +48.7% 3,022 $431K
Red Door Wealth Management, LLC 0.05% Reduce -1.1% 3,006 $429K
TD Waterhouse Canada Inc. 0.00% No change 2,977 $426K
Northwest Wealth Management, LLC 0.07% No change 2,984 $425K
Sunesis Advisors, LLC 0.20% — 2,982 $425K
Regions Financial Corp. 0.00% Add +2.0% 2,975 $424K
Armbruster Capital Management, Inc. 0.07% No change 2,949 $420K
Prime Capital Investment Advisors, LLC 0.01% Add +9.3% 2,948 $420K
Balefire, LLC 0.08% Reduce -7.6% 2,940 $419K
NewEdge Advisors, LLC 0.00% Add +11.8% 2,853 $407K
Cresset Asset Management, LLC 0.00% No change 2,805 $400K
Tribridge Partners Financial LLC 0.18% No change 2,787 $399K
Mutual Advisors, LLC 0.01% Add +4.6% 2,756 $395K
Stephens Inc. 0.01% No change 2,770 $395K
Johnson Investment Counsel Inc. 0.00% No change 2,746 $391K
PBMares Wealth Management LLC 0.06% Add +0.1% 2,666 $380K
Fiera Capital Corp 0.00% No change 2,644 $377K
SageView Advisory Group, LLC 0.01% Reduce -5.1% 2,638 $376K
Center For Asset Management LLC 0.20% Add +43.4% 2,623 $374K
Essex Financial Services, Inc. 0.02% No change 2,616 $373K
WealthShield Partners, LLC 0.04% No change 2,577 $367K
Capital Investment Advisors, LLC 0.01% Add +24.1% 2,567 $366K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 2,556 $364K
Vanguard Group Inc. 0.00% Reduce -7.9% 2,554 $364K
Cibc World Market Inc. 0.00% Add +2.2% 2,540 $362K
Westmount Partners, LLC 0.09% No change 2,527 $361K
Jeppson Wealth Management, LLC 0.11% Add +0.2% 2,515 $359K
Smith Thornton Advisors LLC 0.19% No change 2,500 $356K
Weik Capital Management 0.13% No change 2,500 $356K
Baker Ellis Asset Management LLC 0.04% No change 2,483 $354K
Cim, LLC 0.05% Add +1.0% 2,471 $352K
Evoke Wealth, LLC 0.01% Add +59.9% 2,450 $349K
Bristlecone Advisors, LLC 0.03% No change 2,411 $344K
Pallas Capital Advisors LLC 0.01% No change 2,409 $343K
Discipline Wealth Solutions, LLC 0.09% New 2,377 $339K
Charis Legacy Partners, LLC 0.50% Reduce -28.6% 2,366 $337K
Fisher Asset Management 0.00% New 2,350 $335K
Matisse Capital 0.15% No change 2,337 $333K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 2,337 $333K
CreativeOne Wealth, LLC 0.01% Add +17.8% 2,327 $332K
Independent Financial Group, LLC 0.01% Add +34.1% 2,327 $332K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,326 $332K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 2,321 $331K
Fort Washington Investment Advisors Inc. 0.00% Reduce -5.7% 2,303 $328K
Renaissance Technologies 0.00% Reduce -92.3% 2,300 $328K
Squarepoint Ops LLC 0.00% Reduce -40.1% 2,278 $325K
Parallel Advisors, LLC 0.01% Add +5.1% 2,277 $325K
AE Wealth Management LLC 0.00% Reduce -8.6% 2,274 $324K
Sequent Planning LLC 0.09% Add +8.3% 2,268 $323K
Csenge Advisory Group 0.02% Reduce -57.7% 2,267 $323K
Strategic Investment Solutions, Inc. 0.08% New 2,247 $320K
JGP Wealth Management, LLC 0.04% Reduce -1.9% 2,238 $320K
Alpha Cubed Investments, LLC 0.01% New 2,244 $320K
Evergreen Capital Management LLC 0.01% Reduce -26.6% 2,239 $319K
Fourth Dimension Wealth, LLC 0.12% Add +9.8% 2,184 $311K
Community Bank, N.A. 0.04% New 2,168 $309K
Duncker Streett & Co. Inc. 0.05% Add +0.4% 2,147 $306K
May Hill Capital, LLC 0.09% Reduce -27.6% 2,117 $302K
Balboa Wealth Partners 0.05% Reduce -3.6% 2,114 $301K
First National Bank of Mount Dora, Trust Investment Services 0.07% No change 2,100 $299K
UMB Bank, n.a. 0.00% No change 2,097 $299K
Global Retirement Partners, LLC 0.01% Reduce -0.9% 2,095 $299K
Equitable Holdings, Inc. 0.00% Reduce -4.4% 2,082 $297K
Anderson Hoagland & Co. 0.03% No change 2,067 $295K
Vise Technologies, Inc. 0.01% New 2,046 $292K
CVA Family Office, LLC 0.04% Add +2.4% 2,028 $289K
Black Diamond Financial, LLC 0.03% Reduce -1.7% 1,996 $285K
Equity Wealth Partners, LLC 0.23% — 1,995 $284K
HRT Financial LP 0.00% Reduce -60.9% 1,971 $280K
Bedel Financial Consulting, Inc. 0.04% Add +0.5% 1,961 $280K
Betterment LLC 0.00% Add +6.4% 1,948 $278K
Journey Beyond Wealth, LLC 0.23% Add +3.5% 1,936 $276K
NorthCoast Asset Management LLC 0.00% Reduce -0.2% 1,932 $275K
Capital Advisors Inc. 0.00% Reduce -8.3% 1,890 $269K
Destiny Wealth Partners, LLC 0.03% Add +3.6% 1,866 $266K
Silver Oak Advisory Group, Inc. 0.12% Reduce -2.0% 1,870 $266K
WBH Advisory Inc. 0.02% Reduce -5.4% 1,850 $264K
Sterling Wealth Management, Inc. 0.08% Reduce -2.8% 1,839 $262K
BCO Wealth Management LLC 0.17% No change 1,821 $260K
Sigma Planning Corp 0.01% New 1,816 $259K
HBK Sorce Advisory LLC 0.01% Reduce -28.2% 1,805 $257K
Athena Investment Management 0.13% No change 1,800 $257K
Insight 2811, Inc. 0.11% New 1,785 $254K
Pacific Asset Management, LLC 0.17% Add +0.6% 1,751 $250K
Joel Isaacson & Co., LLC 0.01% No change 1,742 $248K
FAS Wealth Partners, Inc. 0.02% Add +0.4% 1,742 $248K
Single Point Partners, LLC 0.05% Reduce -23.9% 1,741 $248K
Avant Financial Advisors LLC 0.19% Reduce -4.4% 1,730 $247K
First National Trust Co 0.01% No change 1,722 $245K
Newport Capital Group, LLC 0.15% No change 1,704 $243K
QRG Capital Management, Inc. 0.00% New 1,685 $240K
Clark Asset Management, LLC 0.03% No change 1,672 $238K
Old Mission Capital LLC 0.01% New 1,672 $238K
PUREfi Wealth, LLC 0.18% Reduce -2.5% 1,659 $236K
Key Financial Inc 0.04% Add +1.1% 1,640 $235K
ORG Partners LLC 0.04% Reduce -9.3% 1,636 $233K
Argent Trust Co 0.01% No change 1,626 $232K
Modern Wealth Management, LLC 0.00% Reduce -0.4% 1,624 $232K
Dynamic Advisor Solutions LLC 0.01% Reduce -15.4% 1,592 $227K
Dakota Wealth Management 0.00% No change 1,584 $226K
National Bank of Canada 0.00% Reduce -66.4% 1,583 $226K
Roble, Belko & Company, Inc 0.03% Reduce -14.5% 1,577 $225K
Rialto Wealth Management, LLC 0.06% No change 1,578 $225K
Novem Group 0.03% New 1,566 $223K
Brand Asset Management Group, Inc. 0.06% Reduce -3.0% 1,546 $220K
Hardin Capital Partners, LLC 0.12% Add +0.1% 1,521 $217K
Foundations Investment Advisors, LLC 0.00% Reduce -74.0% 1,518 $216K
Saxony Capital Management, LLC 0.14% New 1,516 $216K
Operose Advisors LLC 0.05% Add +0.6% 1,493 $213K
Stevens Capital Partners 0.06% Reduce -2.8% 1,488 $212K
Ausdal Financial Partners, Inc. 0.01% New 1,482 $211K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.1% 1,482 $211K
Raelipskie Partnership 0.09% Reduce -9.3% 1,470 $210K
Ellerson Group Inc. 0.13% New 1,468 $209K
Per Stirling Capital Management, LLC. 0.02% New 1,449 $207K
Apollon Wealth Management, LLC 0.00% Reduce -3.9% 1,446 $206K
Alteri Wealth LLC 0.07% New 1,445 $206K
Plancorp, LLC 0.01% New 1,437 $205K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,414 $202K
North Capital, Inc. 0.15% Add +0.6% 1,394 $199K
City State Bank 0.06% No change 1,381 $197K
Spire Wealth Management 0.01% Add +2.5% 1,367 $195K
CENTRAL TRUST Co 0.00% No change 1,360 $194K
Robinswood Financial LLC 0.06% Add +0.1% 1,340 $191K
Comerica Bank 0.00% Reduce -24.1% 1,267 $181K
Pillar Financial Advisors, LLC 0.11% No change 1,209 $172K
Parkside Financial Bank & Trust 0.01% Reduce -17.8% 1,187 $169K
Barclays PLC 0.00% No change 1,145 $163K
Ameritas Advisory Services, LLC 0.01% Reduce -16.4% 1,134 $162K
SJS Investment Consulting Inc. 0.02% Reduce -0.1% 1,092 $156K
IFP Advisors, Inc 0.00% Reduce -4.2% 1,063 $152K
Smithfield Trust Co 0.01% Add +14.9% 1,028 $147K
Rothschild Investment LLC 0.01% No change 907 $129K
Harbour Investments, Inc. 0.00% Add +22.5% 897 $128K
TruNorth Capital Management, LLC 0.02% Add +65.5% 872 $124K
Fairway Wealth LLC 0.03% Add +0.5% 859 $122K
Blue Trust, Inc. 0.00% Add +144.8% 759 $108K
Russell Investments Group, Ltd. 0.00% Add +24.8% 569 $81K
Medallion Wealth Advisors, LLC 0.03% Add +1.8% 569 $81K
Harbor Investment Advisory, LLC 0.01% Add +6.1% 523 $75K
TFC Financial Management, Inc. 0.01% No change 515 $73K
Sound Income Strategies, LLC 0.00% No change 511 $73K
GPS Wealth Strategies Group, LLC 0.01% Add +38.2% 510 $73K
POM Investment Strategies, LLC 0.04% New 500 $71K
American National Bank & Trust 0.01% New 500 $71K
FSA Wealth Management LLC 0.02% Reduce -1.2% 477 $68K
Golden State Wealth Management, LLC 0.01% No change 448 $64K
Strategic Wealth Partners, Ltd. 0.00% Reduce -4.9% 446 $64K
Princeton Global Asset Management LLC 0.01% No change 438 $62K
Capital Advisors, Ltd. LLC 0.01% No change 433 $62K
Howe & Rusling Inc. 0.00% No change 426 $61K
JDM Financial Group LLC 0.02% No change 400 $57K
Noble Wealth Management PBC 0.03% — 391 $56K
TD Capital Management LLC 0.00% Add +0.5% 372 $53K
Barrett & Company, Inc. 0.02% No change 346 $49K
Harbor Asset Planning, Inc. 0.04% Add +0.3% 345 $49K
Cullen/Frost Bankers, Inc. 0.00% Reduce -80.1% 345 $49K
Glass Jacobson Investment Advisors llc 0.02% Add +0.3% 332 $47K
Rossby Financial, LCC 0.02% Reduce -2.2% 317 $45K
Salem Investment Counselors Inc. 0.00% Add +5.9% 306 $44K
GAMMA Investing LLC 0.00% No change 305 $43K
Financial Perspectives, Inc 0.01% No change 296 $42K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Reduce -93.6% 276 $39K
St Germain D J Co. Inc. 0.00% No change 265 $38K
Elevation Wealth Partners, LLC 0.01% Add +0.4% 250 $36K
WealthCollab, LLC 0.02% No change 247 $35K
Signature Resources Capital Management, LLC 0.02% Reduce -59.0% 246 $35K
United Financial Planning Group LLC 0.02% — 239 $34K
Westside Investment Management, Inc. 0.01% No change 238 $34K
WPG Advisers, LLC 0.03% No change 228 $33K
Woodside Wealth Management LLC 0.02% No change 221 $32K
Private Wealth Asset Management, LLC 0.00% No change 220 $31K
DHJJ Financial Advisors, Ltd. 0.01% Add +0.5% 213 $30K
Clearstead Trust, LLC 0.01% No change 210 $30K
Lowe Wealth Advisors, LLC 0.01% No change 204 $29K
Ancora Advisors LLC 0.00% No change 202 $29K
Ameriflex Group, Inc. 0.01% Add +73.9% 200 $29K
Accent Capital Management, LLC 0.01% No change 200 $29K
Wealth Watch Advisors, INC 0.01% New 200 $29K
Armstrong Advisory Group, Inc. 0.00% No change 200 $29K
KERR FINANCIAL PLANNING Corp 0.04% — 200 $28K
Sachetta, LLC 0.01% Add +5.8% 181 $26K
Capital Investment Advisory Services, LLC 0.00% Reduce -5.4% 175 $25K
Bogart Wealth, LLC 0.00% Reduce -21.8% 172 $25K
Crewe Advisors LLC 0.00% No change 171 $24K
Cape Investment Advisory, Inc. 0.02% Reduce -52.0% 170 $24K
MCF Advisors LLC 0.00% No change 162 $23K
Gables Capital Management Inc. 0.01% No change 152 $22K
Evermay Wealth Management LLC 0.00% No change 150 $21K
Tidemark, LLC 0.01% No change 144 $21K
Legacy Bridge, LLC 0.01% No change 140 $20K
Park Square Financial Group, LLC 0.09% Reduce -22.5% 138 $20K
Ulland Investment Advisors, LLC 0.01% No change 125 $18K
Bokf, NA 0.00% New 119 $17K
MPWM Advisory Solutions, LLC 0.01% No change 113 $16K
Eastern Bank 0.00% No change 110 $16K
Financial Gravity Asset Management, Inc. 0.00% — 108 $15K
Corsicana & Co. 0.01% — 105 $15K
Vermillion Wealth Management, Inc. 0.00% Reduce -16.0% 100 $14K
Sunbelt Securities, Inc. 0.00% Add +75.4% 100 $14K
Palisade Asset Management, LLC 0.00% New 99 $14K
Hantz Financial Services, Inc. 0.00% New 95 $14K
Heartwood Wealth Advisors LLC 0.00% New 97 $14K
MassMutual Private Wealth & Trust, FSB 0.00% New 95 $14K
Highline Wealth Partners LLC 0.00% No change 94 $13K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -8.1% 91 $13K
Curio Wealth, LLC 0.01% Reduce -12.0% 88 $13K
Indiana Trust & Investment Management Co 0.00% No change 81 $12K
Hartford Financial Management Inc. 0.00% Add +33.3% 80 $11K
Steigerwald, Gordon & Koch Inc. 0.00% New 79 $11K
2UniFi Bank 0.01% No change 78 $11K
Concord Wealth Partners 0.00% Reduce -60.8% 78 $11K
First Pacific Financial 0.00% Reduce -45.0% 72 $10K
Tradewinds Capital Management, LLC 0.00% Reduce -25.8% 72 $10K
Avion Wealth 0.00% No change 71 $10K
Mendota Financial Group, LLC 0.01% New 68 $10K
C M Bidwell & Associates Ltd. 0.00% No change 65 $9K
Simplex Trading, LLC 0.00% New 67 $9K
WFA of San Diego, LLC 0.01% No change 60 $9K
Peterson Wealth Services 0.00% Add +9574.3% 3,386 $9K
VSM Wealth Advisory, LLC 0.00% No change 59 $8K
Fifth Third Bancorp 0.00% Reduce -34.1% 54 $8K
Family Legacy Financial Solutions, LLC 0.01% New 52 $7K
Abound Wealth Management 0.00% New 51 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $7K
Aspect Partners, LLC 0.00% No change 46 $7K
Coston, McIsaac & Partners 0.00% No change 44 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $6K
CGC Financial Services, LLC 0.00% No change 35 $5K
Integrity Financial Corp 0.00% No change 34 $5K
Accredited Wealth Management, LLC 0.00% Add +250.0% 112 $5K
Winthrop Capital Management, LLC 0.00% No change 26 $4K
Jackson Hole Capital Partners, LLC 0.00% No change 28 $4K
Raffa Wealth Management, LLC 0.00% No change 28 $4K
New Republic Capital, LLC 0.00% No change 26 $4K
Lanark Financial, Inc. 0.00% No change 25 $4K
Legacy Wealth Managment, LLC 0.00% No change 24 $3K
Wealth Preservation Advisors, LLC 0.00% No change 22 $3K
DiNuzzo Private Wealth, Inc. 0.00% New 22 $3K
Anfield Capital Management, LLC 0.00% No change 19 $3K
Founders Financial Alliance, LLC 0.00% New 19 $3K
Bangor Savings Bank 0.00% No change 19 $3K
Balentine LLC 0.00% No change 18 $3K
HighMark Wealth Management LLC 0.00% Reduce -15.8% 16 $2K
Evolution Wealth Management Inc. 0.00% No change 16 $2K
Quent Capital, LLC 0.00% New 15 $2K
Ashton Thomas Securities, LLC 0.00% No change 15 $2K
Geneos Wealth Management Inc. 0.00% No change 15 $2K
McIlrath & Eck, LLC 0.00% New 13 $2K
Aventura Private Wealth, LLC 0.00% No change 12 $2K
Rosenberg Matthew Hamilton 0.00% No change 12 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 7 $1K
Pinnacle Bancorp, Inc. 0.00% No change 6 $855
Guerra Advisors Inc 0.00% New 6 $855
Prudent Man Investment Management, Inc. 0.00% No change 4 $458
Tower Research Capital LLC (TRC) 0.00% Reduce -40.0% 3 $428
TCTC Holdings, LLC 0.00% No change 2 $285
TD Private Client Wealth LLC 0.00% Add +0.0% 1 $76

"% 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.