Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q4 2025 (December 31)
684holders +14
37new positions
41sold out
3famous investors
$142.83avg. 13F price*

At the end of Q4 2025, 684 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, up 14 from Q3 2025. 37 opened new positions and 41 sold out. The largest holders were Empower Advisory Group, LLC ($708.6M), Mason Investment Advisory Services, Inc. ($277.7M) and Natixis Advisors, LLC ($268.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions37$239.3M
Exits41$63.1M

All 13F filers, Q3 2025 → Q4 2025: 3,094,498 shares bought and 3,268,014 shares sold, net −173,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 684 holders

Empower Advisory Group, LLC 1.91% Reduce -0.2% 4,944,180 $708.6M
Mason Investment Advisory Services, Inc. 13.18% Add +2.1% 1,937,698 $277.7M
Natixis Advisors, LLC 0.38% Add +0.9% 1,876,400 $268.9M
Bessemer Group Inc. 0.37% Reduce -9.1% 1,677,604 $240.5M
State of New Jersey Common Pension Fund D 0.78% New 1,512,875 $216.8M
1832 Asset Management L.P. 0.27% Add +0.8% 1,469,496 $210.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -7.0% 1,181,124 $169.3M
Jones Financial Companies LLLP 0.07% Add +18.9% 801,376 $114.9M
Assetmark, Inc. 0.21% Reduce -1.8% 721,353 $103.4M
Creative Planning 0.07% Add +8.0% 690,422 $99.0M
Wit, LLC 1.89% No change 658,548 $94.4M
Morgan Stanley 0.01% Reduce -0.6% 654,171 $93.8M
Northwestern Mutual Wealth Management Co. 0.05% Add +1.7% 550,701 $78.9M
UBS Group AG 0.01% Add +4.2% 502,968 $72.1M
LPL Financial LLC 0.02% Add +12.9% 502,162 $72.0M
Clark Capital Management Group, Inc. 0.39% Reduce -2.8% 441,988 $63.4M
State Street Corp. 0.00% No change 385,489 $55.3M
Wells Fargo & Company 0.01% Add +7.8% 360,011 $51.6M
Efficient Advisors, LLC 2.94% Add +1.7% 351,225 $50.3M
Bank of Montreal 0.02% Reduce -0.5% 347,252 $49.8M
Susquehanna International Group, LLP 0.07% Add +238.7% 338,209 $48.5M
Mercer Global Advisors Inc. 0.07% Reduce -16.8% 330,346 $47.3M
Pathstone Holdings, LLC 0.18% Add +1.1% 328,280 $47.1M
Envestnet Asset Management Inc. 0.01% Reduce -9.6% 326,754 $46.8M
Advisory Alpha, LLC 1.22% Reduce -2.1% 312,132 $44.7M
Jane Street Group, LLC 0.05% Add +343.3% 297,614 $42.7M
Bank of America Corp. 0.00% Add +3.2% 293,234 $42.0M
Corient Private Wealth LP 0.06% Add +11.7% 287,651 $41.2M
Commonwealth Equity Services, LLC 0.05% Reduce -3.9% 275,442 $39.5M
PNC Financial Services Group, Inc. 0.02% Reduce -6.0% 223,481 $32.0M
Cetera Investment Advisers 0.03% Add +8.4% 222,097 $31.8M
Stifel Financial Corp. 0.03% Reduce -6.1% 221,753 $31.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.54% Reduce -1.3% 211,317 $30.3M
Savant Capital, LLC 0.17% Reduce -16.7% 209,751 $30.1M
Manufacturers Life Insurance Company, The 0.02% Reduce -6.7% 209,188 $30.0M
Cerity Partners LLC 0.04% Add +17.2% 196,673 $28.2M
Wedmont Private Capital 0.95% Add +0.2% 186,833 $27.4M
Pacific Life Fund Advisors LLC 2.71% Reduce -27.4% 183,882 $26.4M
Galvin, Gaustad & Stein, LLC 2.05% Add +0.8% 180,583 $25.9M
HighTower Advisors, LLC 0.03% Reduce -4.5% 177,292 $25.4M
Apella Capital, LLC 0.48% Reduce -5.9% 168,745 $24.2M
Vontobel Holding Ltd. 0.08% No change 160,000 $22.9M
Royal Bank of Canada 0.00% Reduce -12.3% 152,935 $21.9M
Goldman Sachs Group Inc. 0.00% Add +4.1% 142,171 $20.4M
Raymond James Financial Inc. 0.01% Add +35.8% 140,988 $20.2M
Mather Group, Llc. 0.20% Reduce -1.0% 135,651 $19.4M
JPMorgan Chase & Co. 0.00% Add +2.6% 122,566 $17.6M
Portland Global Advisors LLC 1.88% Add +2.0% 122,406 $17.5M
MilWealth Group LLC 4.03% Add +0.9% 118,015 $16.9M
Redwood Investment Management, LLC 1.83% Reduce -10.8% 113,693 $16.3M
Partners in Financial Planning 2.59% Add +0.7% 106,656 $15.3M
Rwa Wealth Partners, LLC 0.15% Add +280.9% 97,842 $14.0M
Aspiriant, LLC 0.38% Reduce -12.3% 93,262 $13.4M
IMA Advisory Services, Inc. 1.21% Reduce -1.8% 87,909 $12.6M
Osaic Holdings, Inc. 0.02% Reduce -43.4% 87,516 $12.6M
Atlas Capital Advisors Inc. 1.38% — 86,551 $12.4M
N.E.W. Advisory Services LLC 0.91% Add +5.2% 85,740 $12.3M
Coldstream Capital Management Inc. 0.16% Reduce -2.6% 84,697 $12.1M
Modera Wealth Management, LLC 0.14% Add +1.1% 84,544 $12.1M
Family CFO Inc 5.37% Reduce -2.3% 83,721 $12.0M
Johnson Financial Group, LLC 0.74% Add +28.7% 83,659 $12.0M
Lido Advisors, LLC 0.05% New 83,604 $12.0M
Beacon Pointe Advisors, LLC 0.08% Add +340.1% 78,499 $11.3M
Strategic Financial Planning, Inc. 6.40% Add +1.5% 78,498 $11.2M
25 LLC 3.49% Reduce -62.1% 76,652 $11.0M
Ameriprise Financial Inc. 0.00% Reduce -9.9% 76,294 $10.9M
Texas Yale Capital Corp. 0.33% Add +6.1% 75,451 $10.8M
Beaird Harris Wealth Management, LLC 0.74% Reduce -4.3% 75,359 $10.8M
Causeway Capital Management LLC 0.14% Reduce -19.2% 72,930 $10.5M
FMR LLC 0.00% Reduce -79.7% 72,810 $10.4M
IFG Advisors, LLC 1.71% Add +0.4% 71,488 $10.2M
Valmark Advisers, Inc. 0.13% Add +1.5% 70,968 $10.2M
Grove Street Fiduciary, LLC 4.16% Reduce -4.2% 69,392 $9.9M
Peapack Gladstone Financial Corp. 0.12% Reduce -1.5% 68,324 $9.8M
Presilium Private Wealth, LLC 1.78% Add +5.8% 68,169 $9.8M
RTD Financial Advisors, Inc. 1.18% Reduce -3.7% 67,745 $9.7M
MAI Capital Management 0.05% Reduce -0.5% 65,183 $9.3M
Whitaker-Myers Wealth Managers, LTD. 1.94% Add +7.8% 64,881 $9.3M
Columbus Macro, LLC 1.01% Add +0.6% 64,594 $9.3M
Brooklyn FI, LLC 1.94% Add +1.6% 63,228 $9.1M
Cambria Investment Management, L.P. 0.53% Add +0.7% 63,105 $9.0M
Checchi Capital Advisers, LLC 0.61% Add +1.3% 62,952 $9.0M
Cutler Investment Counsel LLC 0.92% Add +5.4% 61,864 $8.9M
Baird Financial Group, Inc. 0.01% Add +2.0% 61,598 $8.8M
Exencial Wealth Advisors, LLC 0.27% Reduce -2.2% 58,384 $8.4M
Rockefeller Capital Management L.P. 0.01% Add +3.8% 57,694 $8.3M
Maltin Wealth Management, Inc. 3.24% Add +5.1% 56,815 $8.1M
Fusion Family Wealth, LLC 0.60% Reduce -7.5% 55,483 $8.0M
Twelve Points Wealth Management LLC 1.71% Add +8.9% 51,371 $7.6M
Atmos Advisory, LLC 4.34% Add +4.9% 52,275 $7.5M
Quantum Capital Management, LLC / NJ 0.83% Reduce -3.4% 49,965 $7.2M
Gladwyn Financial Advisors, Inc. 4.95% Add +1.7% 49,180 $7.0M
Avior Wealth Management, LLC 0.22% Add +2.4% 48,965 $7.0M
Sequoia Financial Advisors, LLC 0.04% Reduce -17.4% 47,601 $6.8M
Boston Standard Wealth Management, LLC 1.12% Add +3.7% 47,198 $6.8M
Qube Research & Technologies Ltd 0.01% Add +111.7% 46,045 $6.6M
Focus Partners Wealth 0.01% Add +39.1% 45,962 $6.6M
Mackenzie Financial Corp. 0.01% Add +7.4% 45,731 $6.6M
Tanager Wealth Management LLP 0.65% Reduce -3.1% 45,290 $6.5M
E&R Wealth Management, LLC 6.76% — 45,195 $6.5M
Principal Securities, Inc. 0.10% Reduce -7.6% 42,940 $6.2M
Cambridge Investment Research Advisors, Inc. 0.02% Add +8.0% 42,667 $6.1M
Mariner, LLC 0.01% Add +11.8% 41,690 $6.0M
Sage Financial Management Group, Inc. 1.79% Add +2.3% 40,890 $5.9M
Factor Wealth Management LTD 1.25% Add +15.3% 40,466 $5.8M
Flower City Capital 2.95% Add +2.5% 40,378 $5.8M
Viewpoint Capital Management LLC 2.42% Add +1.2% 39,057 $5.6M
Colony Family Offices, LLC 1.39% Reduce -3.3% 38,822 $5.6M
Janney Montgomery Scott LLC 0.01% Add +1.6% 38,808 $5.6M
Moller Wealth Partners 1.15% Add +0.5% 38,451 $5.5M
Sage Rhino Capital LLC 1.04% Reduce -1.9% 38,262 $5.5M
Obsido Oy 3.35% Add +6.3% 38,087 $5.5M
Noble Family Wealth, LLC 1.14% Add +12.1% 37,641 $5.4M
SWAN Capital LLC 2.09% Reduce -3.9% 37,490 $5.4M
Commerce Bank 0.03% Reduce -12.1% 36,508 $5.2M
Vawter Financial, Ltd. 2.17% Reduce -0.3% 35,812 $5.1M
Lam Group, Inc. 2.91% Add +0.1% 35,500 $5.1M
SBI Securities Co., Ltd. 0.13% Reduce -0.3% 35,459 $5.1M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -61.2% 34,264 $4.9M
Nwam LLC 0.27% Add +5.3% 32,890 $4.8M
First Horizon Corp. 0.22% Reduce -2.2% 33,635 $4.8M
Causey Wealth LLC 2.15% Reduce -3.9% 33,055 $4.7M
Farther Finance Advisors, LLC 0.05% Add +17.2% 32,910 $4.7M
Tortoise Investment Management, LLC 0.41% Reduce -0.4% 32,499 $4.7M
Bleakley Financial Group, LLC 0.08% Add +3.8% 32,215 $4.6M
Womack Financial LLC 3.35% Add +2.7% 31,669 $4.5M
Cardiff Park Advisors, LLC 0.37% Add +0.3% 31,543 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +13.8% 30,283 $4.4M
Regal Investment Advisors LLC 0.26% Add +8.1% 30,384 $4.4M
Strategic Investment Advisors / MI 0.38% Add +12520.8% 30,290 $4.3M
MML Investors Services, LLC 0.01% Add +8.6% 30,187 $4.3M
Symmetry Partners, LLC 0.25% Reduce -45.3% 29,702 $4.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.98% — 29,581 $4.2M
Kohmann Bosshard Financial Services, LLC 0.38% Reduce -2.0% 29,276 $4.2M
Perigon Wealth Management, LLC 0.07% Add +0.9% 28,913 $4.1M
Twin Focus Capital Partners, LLC 0.47% Reduce -30.1% 28,545 $4.1M
Landmark Wealth Management, LLC 1.56% Add +3.0% 28,520 $4.1M
Haverford Trust Co 0.04% Reduce -0.2% 28,459 $4.1M
Center for Financial Planning, Inc. 0.42% Add +46.3% 28,440 $4.1M
GFS Advisors, LLC 0.48% Reduce -2.1% 28,062 $4.0M
Rebalance, LLC 0.23% No change 27,869 $4.0M
AQR Capital Management 0.00% Add +8.5% 27,675 $4.0M
Inspire Trust Co, N.A. 0.64% Reduce -21.7% 27,000 $3.9M
Creative Financial Designs Inc. 0.24% Add +0.1% 26,850 $3.8M
Certified Advisory Corp 0.35% Add +0.6% 26,612 $3.8M
Walkner Condon Financial Advisors LLC 0.51% Add +3.9% 25,697 $3.7M
Fiduciary Advisors, Inc. 2.80% Add +7.1% 25,660 $3.7M
LPWM LLC 0.92% Add +1.9% 25,435 $3.6M
Compound Planning, Inc. 0.11% Add +2.1% 24,897 $3.6M
FDx Advisors, Inc. 1.80% Reduce -4.9% 24,667 $3.5M
Evanson Asset Management, LLC 0.19% Add +1.6% 24,656 $3.5M
Horizon Financial Services, LLC 1.60% Reduce -1.1% 24,483 $3.5M
Tobias Financial Advisors, Inc. 0.49% Add +5.0% 24,420 $3.5M
Eclectic Associates Inc. 0.54% Add +3.3% 24,246 $3.5M
Great Lakes Advisors, LLC 0.03% New 24,223 $3.5M
St. Louis Trust Co 0.40% Reduce -3.5% 24,171 $3.5M
Aberdeen Wealth Management LLC 1.60% Add +1.9% 24,145 $3.5M
Alliancebernstein L.P. 0.00% Reduce -7.8% 24,070 $3.4M
Cornerstone Wealth Advisors, Inc. 0.80% Reduce -1.0% 23,922 $3.4M
Bear Mountain Capital, Inc. 1.10% Reduce -0.5% 22,833 $3.4M
Newton One Investments LLC 0.99% Add +2.6% 23,504 $3.4M
Arbor Wealth Advisors LLC 2.37% No change 23,214 $3.3M
Sanctuary Advisors, LLC 0.02% Add +52.0% 21,607 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Reduce -0.5% 21,541 $3.1M
Tectonic Advisors LLC 0.16% Add +9.3% 21,531 $3.1M
Kestra Advisory Services, LLC 0.01% Add +13.3% 21,307 $3.1M
GTS Securities LLC 0.10% Add +352.7% 20,956 $3.0M
DAVENPORT & Co LLC 0.02% Add +0.7% 20,669 $3.0M
Allegiance Financial Group Advisory Services LLC 0.61% Reduce -6.0% 20,327 $2.9M
Voya Financial Advisors, Inc. 0.28% Add +6.5% 19,969 $2.9M
Great Valley Advisor Group, Inc. 0.05% Reduce -5.8% 19,843 $2.8M
Uptown Financial Advisors LLC 2.35% Add +2.8% 19,234 $2.8M
Patriot Investment Management Group, Inc. 0.17% Reduce -3.3% 18,678 $2.7M
Family Wealth Partners, LLC 0.96% Add +0.5% 18,653 $2.7M
Harpswell Capital Advisors, LLC 2.11% Reduce -31.1% 18,553 $2.7M
Falcon Wealth Planning 0.22% Reduce -3.2% 18,285 $2.6M
Mission Wealth Management, LP 0.05% Reduce -4.9% 18,086 $2.6M
CoreFirst Bank & Trust 1.39% Reduce -9.8% 17,916 $2.6M
Livet Wealth, LLC 1.53% — 17,303 $2.5M
CIBC Private Wealth Group LLC 0.00% Add +13.9% 17,165 $2.5M
Intrust Bank NA 0.20% Add +6.2% 16,962 $2.4M
Upper Left Wealth Management, LLC 1.48% Add +5.6% 16,961 $2.4M
Integrity Wealth Solutions LLC 0.93% Add +2.9% 16,459 $2.4M
Mgo One Seven LLC 0.05% Add +7.2% 16,283 $2.3M
Red Wave Investments LLC 0.69% No change 16,143 $2.3M
Daiichi Life Insurance Co., Ltd. 0.06% Reduce -21.3% 15,938 $2.3M
Simplicity Wealth,LLC 0.14% Reduce -2.1% 15,885 $2.3M
Traveka Wealth, LLC 0.92% Reduce -2.2% 15,820 $2.3M
Valtinson Bruner Financial Planning LLC 0.65% Reduce -0.2% 15,701 $2.3M
Simon Quick Advisors, LLC 0.10% Add +0.3% 15,658 $2.2M
Summit Financial, LLC 0.03% Reduce -0.2% 15,364 $2.2M
Midwest Financial Partners Investments, Inc. 1.22% — 15,327 $2.2M
Foundation Wealth Management, LLC\PA 0.80% Reduce -24.8% 15,288 $2.2M
Northern Trust Corp. 0.00% Add +28.3% 15,276 $2.2M
SVB Wealth LLC 0.13% Reduce -4.2% 15,089 $2.2M
Compass Ion Advisors, LLC 0.21% Add +0.1% 15,074 $2.2M
Blue Barn Wealth, LLC 3.13% Reduce -49.9% 14,990 $2.1M
Level Financial Advisors 0.56% Reduce -3.6% 14,884 $2.1M
Cassaday & Co Wealth Management LLC 0.04% No change 14,814 $2.1M
Capital Analysts, LLC 0.06% Reduce -16.5% 14,567 $2.1M
Mittelman Wealth Management 1.34% Add +9.3% 14,333 $2.1M
Intergy Private Wealth, LLC 0.62% Add +3.8% 14,258 $2.0M
Sincerus Advisory, LLC 1.63% Add +2.4% 14,132 $2.0M
PDS Planning, Inc 0.14% Add +1.1% 14,105 $2.0M
Atlanta Consulting Group Advisors, LLC 0.45% No change 13,933 $2.0M
GHP Investment Advisors, Inc. 0.08% Add +0.3% 13,871 $2.0M
Cassilly Financial Group LLC 1.71% — 13,480 $1.9M
Procyon Advisors, LLC 0.10% Add +0.2% 13,478 $1.9M
Captrust Financial Advisors 0.00% Add +13.8% 13,405 $1.9M
Waverly Advisors, LLC 0.02% Reduce -2.3% 13,140 $1.9M
Cushing Capital Partners, LLC 1.35% Reduce -5.0% 12,760 $1.8M
Payne Capital Management, LLC 0.57% Add +3.0% 12,652 $1.8M
Zhang Financial LLC 0.07% Reduce -0.6% 12,578 $1.8M
Park Avenue Securities LLC 0.02% Add +3.5% 12,523 $1.8M
Gibraltar Capital Management, Inc. 0.30% No change 12,425 $1.8M
Silverlake Wealth Management LLC 0.40% Add +34.6% 12,296 $1.8M
Advisory Services Network, LLC 0.02% Add +2.3% 12,225 $1.8M
Diversify Wealth Management, LLC 0.08% Reduce -77.9% 11,785 $1.7M
Elevate Wealth Advisory, Inc. 1.17% Add +0.1% 11,891 $1.7M
Summit Financial Strategies, Inc. 0.14% Add +17.5% 11,831 $1.7M
Brown Advisory Inc. 0.00% No change 11,687 $1.7M
Asset Allocation Strategies LLC 0.31% Add +6.3% 11,656 $1.7M
M Holdings Securities, Inc. 0.12% Reduce -0.1% 11,463 $1.6M
Alpha Financial Advisors, LLC 0.50% Reduce -6.0% 11,437 $1.6M
Congress Asset Management Co. 0.01% Reduce -8.6% 11,341 $1.6M
Vance Wealth, LLC 0.48% Reduce -3.1% 11,246 $1.6M
Bell Investment Advisors, Inc 0.25% Add +1.9% 11,187 $1.6M
Cherry Tree Wealth Management, LLC 0.34% Add +1.0% 11,113 $1.6M
IFC & Insurance Marketing, Inc. 1.58% — 11,102 $1.6M
Nepc LLC 0.03% Add +34.1% 10,882 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -6.2% 10,880 $1.6M
EP Wealth Advisors, LLC 0.01% — 10,663 $1.5M
Praetorian Wealth Management, Inc. 0.30% Add +0.3% 10,635 $1.5M
Asset Dedication, LLC 0.10% Add +10.1% 10,415 $1.5M
Welch & Forbes LLC 0.02% No change 10,334 $1.5M
SOL Capital Management CO 0.13% Reduce -0.1% 10,288 $1.5M
Atria Investments, Inc 0.02% Reduce -10.0% 10,152 $1.5M
CoreCap Advisors, LLC 0.05% Reduce -0.8% 10,121 $1.5M
Kingsview Wealth Management, LLC 0.02% Reduce -22.5% 10,092 $1.4M
Bank of New York Mellon Corp 0.00% Add +9.4% 9,831 $1.4M
Pure Financial Advisors, LLC 0.02% Add +5.7% 9,826 $1.4M
Citigroup Inc. 0.00% Reduce -10.9% 9,809 $1.4M
Concurrent Investment Advisors, LLC 0.02% Add +27.2% 9,783 $1.4M
Naples Global Advisors, LLC 0.10% Add +1.8% 9,768 $1.4M
PW Advisors, LLC \ FL 1.11% — 9,669 $1.4M
Golden Bell Financial Planning LLC 1.12% Reduce -1.9% 9,399 $1.3M
Johnson Financial Group, Inc. 0.05% Reduce -2.9% 9,370 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -5.7% 9,251 $1.3M
Ballentine Partners, LLC 0.02% Reduce -24.8% 9,212 $1.3M
Keybank National Association 0.00% Reduce -1.0% 9,113 $1.3M
Everhart Financial Group, Inc. 0.12% Add +11.6% 9,078 $1.3M
Canandaigua National Bank & Trust Co. 0.12% Reduce -4.8% 9,039 $1.3M
Glaxis Capital Management, LLC 2.22% Add +0.9% 17,604 $1.3M
Truist Financial Corp. 0.00% Add +3.1% 8,990 $1.3M
Harbour Capital Advisors, LLC 0.26% Reduce -1.7% 8,878 $1.3M
William Mack & Associates, Inc. 0.60% Reduce -2.4% 8,886 $1.3M
Colorado Capital Management, Inc. 0.48% Reduce -4.5% 8,872 $1.3M
TCI Wealth Advisors, Inc. 0.07% Reduce -11.8% 8,868 $1.3M
Minot DeBlois Advisors LLC 1.14% Reduce -0.6% 8,859 $1.3M
Silver Oak Securities, Incorporated 0.09% Reduce -3.3% 8,780 $1.3M
Paragon Capital Management Ltd 0.25% No change 8,658 $1.2M
Ascent Group, LLC 0.04% Reduce -6.6% 8,625 $1.2M
Institute for Wealth Management, LLC. 0.13% Add +0.1% 8,467 $1.2M
Ritholtz Wealth Management 0.02% Reduce -3.3% 8,414 $1.2M
McLean Asset Management Corp 0.21% Reduce -4.8% 8,021 $1.2M
Diversify Advisory Services, LLC 0.04% Reduce -66.7% 7,970 $1.2M
Quadrature Capital Ltd 0.01% Reduce -88.0% 8,124 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% No change 8,025 $1.2M
Larson Financial Group LLC 0.04% Add +1.3% 8,000 $1.1M
Jacobs Equity LLC 1.10% — 7,984 $1.1M
Morton Brown Family Wealth, LLC 0.31% No change 7,978 $1.1M
JDH Wealth Management, LLC 0.78% No change 7,951 $1.1M
Root Financial Partners, LLC 0.06% Add +45.0% 7,832 $1.1M
&partners 0.01% Add +24.5% 7,714 $1.1M
Titleist Asset Management, LLC 0.09% Add +6.7% 7,683 $1.1M
Renaissance Technologies 0.00% Add +228.9% 7,565 $1.1M
Sachem Hill LLC 0.21% No change 7,529 $1.1M
Granville Capital, Inc. 0.57% — 7,510 $1.1M
AlphaCore Capital LLC 0.02% Reduce -8.7% 7,462 $1.1M
SilverOak Wealth Management LLC 0.17% Add +40.1% 7,458 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.4% 7,207 $1.0M
Camelot Portfolios, LLC 0.63% Reduce -19.1% 7,132 $1.0M
Vise Technologies, Inc. 0.02% Add +246.4% 7,087 $1.0M
Halbert Hargrove Global Advisors, LLC 0.05% Reduce -3.9% 7,048 $1.0M
Encompass Wealth Advisors, LLC 0.34% Add +0.4% 6,964 $998K
Life Planning Partners, Inc 0.76% Reduce -18.3% 6,935 $994K
Columbia River Financial Group, LLC 0.61% Add +1.7% 6,881 $986K
Tocqueville Asset Management L.P. 0.01% No change 6,838 $980K
Thompson Siegel & Walmsley LLC 0.02% No change 6,671 $956K
Quantinno Capital Management LP 0.00% Add +72.1% 6,609 $947K
Discipline Wealth Solutions, LLC 0.17% Add +177.0% 6,584 $944K
Ameritas Advisory Services, LLC 0.03% Add +470.1% 6,465 $927K
Jackson Thornton Wealth Management, LLC 0.09% Add +0.5% 6,301 $925K
LRI Investments, LLC 0.07% No change 6,307 $904K
Envestnet Portfolio Solutions, Inc. 0.00% Add +24.1% 6,182 $886K
United Capital Financial Advisors, LLC 0.01% Add +38.1% 6,087 $872K
Bailard, Inc. 0.02% No change 6,022 $863K
Blair William & Co. 0.00% Add +3.1% 6,002 $860K
World Investment Advisors 0.01% Add +7.2% 5,983 $858K
First Citizens Bank & Trust Co. 0.02% Add +15.6% 5,971 $856K
J.W. Cole Advisors, Inc. 0.02% Add +10.1% 6,402 $843K
Warner Financial, Inc. 0.29% No change 5,832 $836K
BlackRock, Inc. 0.00% Add +71.2% 5,728 $821K
BWM Planning, LLC 0.22% Add +9.4% 5,618 $805K
Orion Porfolio Solutions, LLC 0.01% Add +23.8% 5,586 $801K
Windward Private Wealth Management Inc. 0.28% Reduce -0.7% 5,569 $798K
IAG Wealth Partners, LLC 0.09% Reduce -0.4% 5,547 $795K
Cwm, LLC 0.00% Add +75.0% 5,536 $793K
Choreo, LLC 0.01% Reduce -0.4% 5,499 $791K
Shufro Rose & Co. LLC 0.05% Reduce -66.3% 5,516 $791K
Investment Partners, LTD. 0.28% Add +0.3% 5,511 $790K
Cary Street Partners Financial LLC 0.02% No change 5,487 $786K
SGL Investment Advisors, Inc. 0.32% Add +15.1% 5,195 $786K
EverSource Wealth Advisors, LLC 0.03% Reduce -15.6% 5,478 $785K
Arkadios Wealth Advisors 0.02% Add +9.6% 5,449 $781K
True North Advisors, LLC 0.10% New 5,343 $766K
Rockbridge Investment Management, LCC 0.07% Reduce -1.0% 5,331 $764K
SouthState Bank Corp 0.03% Reduce -6.3% 5,326 $763K
Merit Financial Group, LLC 0.01% Reduce -14.0% 5,265 $755K
Liberty Capital Management, Inc. 0.14% Reduce -0.3% 5,247 $752K
Yoffe Investment Management, LLC 0.95% No change 5,212 $747K
PAX Financial Group, LLC 0.13% Add +5.8% 5,189 $744K
Moneta Group Investment Advisors LLC 0.01% Add +35.1% 5,180 $742K
JMN Financial LLC 0.74% — 5,151 $738K
DGS Capital Management, LLC 0.13% Reduce -1.2% 5,151 $738K
Beckerman Institutional, LLC 0.41% No change 5,139 $737K
M&T Bank Corp 0.00% Reduce -0.0% 5,062 $726K
Obsidian Cio, LLC 1.07% Reduce -93.7% 5,051 $724K
Private Trust Co. NA 0.06% Add +0.8% 5,024 $720K
Sound Financial Strategies Group, LLC 0.51% Reduce -0.4% 4,998 $716K
Breakwater Capital Group 0.10% Add +2.2% 4,932 $707K
Anchor Investment Management, LLC 0.06% Add +5.1% 4,865 $697K
Eagle Strategies LLC 0.09% Reduce -0.1% 4,793 $687K
Pension & Wealth Management Advisors, Inc. 0.20% Add +0.1% 4,787 $686K
Allworth Financial LP 0.00% Add +10.4% 4,782 $685K
Trust Co. of Vermont 0.03% Reduce -0.5% 4,682 $671K
Transamerica Financial Advisors, LLC 0.06% Add +2.3% 4,647 $666K
Whittier Trust Co. 0.01% Reduce -3.5% 4,535 $666K
Betterment LLC 0.00% Add +132.7% 4,532 $650K
Frazier Financial Advisors, LLC 0.38% Reduce -3.5% 4,463 $640K
US Bancorp \de 0.00% Reduce -4.7% 4,443 $637K
Evergreen Wealth Management, LLC 0.32% Reduce -5.2% 4,440 $636K
Lodestone Wealth Management LLC 0.25% No change 4,360 $625K
FSM Wealth Advisors, LLC 0.08% Add +22.7% 4,325 $620K
Composition Wealth, LLC 0.01% Add +36.7% 4,296 $616K
Facet Wealth, Inc. 0.01% Add +30.2% 3,949 $615K
Trust Co of the South 0.10% No change 4,270 $612K
Klingman & Associates, LLC 0.03% No change 4,256 $610K
Advocate Investing Services LLC 0.55% — 4,254 $610K
OneAscent Financial Services LLC 0.05% Add +7.7% 4,161 $596K
Range Advisory, LLC 0.15% — 4,149 $595K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.5% 4,128 $592K
Laird Norton Wetherby Trust Company, LLC 0.01% New 4,076 $584K
Global Retirement Partners, LLC 0.01% Add +91.2% 4,006 $574K
Carson Advisory Inc. 0.30% Reduce -0.2% 3,963 $568K
Integrated Wealth Concepts LLC 0.01% Reduce -76.4% 3,945 $565K
Flputnam Investment Management Co. 0.01% No change 3,938 $564K
Allspring Global Investments Holdings, LLC 0.00% No change 3,847 $562K
Wealthspire Advisors, LLC 0.00% Reduce -49.0% 3,891 $558K
Wedbush Securities Inc. 0.02% Add +0.2% 3,879 $556K
MorganRosel Wealth Management, LLC 0.14% Add +10.4% 3,876 $556K
TAGStone Capital, Inc. 0.21% Add +2.3% 3,860 $553K
Scotia Capital Inc. 0.00% Add +3.1% 3,855 $553K
Patten Group, Inc. 0.10% New 3,822 $548K
Richardson Financial Services Inc. 0.18% Reduce -14.9% 3,659 $544K
Smartleaf Asset Management LLC 0.02% Add +4.0% 3,781 $544K
Summit Wealth Group LLC / Co. 0.07% New 3,790 $543K
180 Wealth Advisors, LLC 0.06% Add +14.6% 3,768 $540K
Appleton Partners Inc. 0.04% No change 3,765 $540K
Altiora Financial Group, LLC 0.09% No change 3,748 $537K
Kestra Private Wealth Services, LLC 0.01% Add +2.1% 3,742 $536K
Maimon Wealth Management LTD. 0.50% — 3,730 $535K
Optimist Retirement Group LLC 0.24% Add +0.1% 3,727 $534K
Bahl & Gaynor LLC 0.00% Add +14.4% 3,725 $534K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.9% 3,708 $531K
Soltis Investment Advisors LLC 0.04% Add +5.3% 3,706 $531K
McAdam, LLC 0.02% Add +19.6% 3,673 $526K
Dunhill Financial, LLC 0.17% No change 3,667 $526K
Old National Bancorp 0.01% No change 3,611 $518K
Essential Partners LLC 0.16% Add +16.4% 3,610 $517K
Chicago Partners Investment Group LLC 0.01% Add +9.5% 3,376 $516K
Midwest Trust Co 0.01% Add +8.0% 3,562 $511K
Johnson Investment Counsel Inc. 0.00% Add +29.1% 3,545 $508K
Glenmede Trust Co. NA 0.00% — 3,501 $502K
Vanguard Personalized Indexing Management, LLC 0.00% No change 3,490 $500K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,475 $498K
Prosperity Planning, Inc. 0.18% Reduce -0.1% 3,466 $497K
Avidian Wealth Enterprises, LLC 0.02% Reduce -22.3% 3,435 $492K
One Day In July LLC 0.04% Reduce -58.0% 3,415 $490K
Comprehensive Money Management Services LLC 0.34% Reduce -3.0% 3,412 $489K
Farnam Financial LLC 0.36% New 3,377 $484K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +1122.1% 3,373 $483K
AdvisorNet Financial, Inc 0.03% Add +9.8% 3,348 $480K
Clarity Capital Advisors, LLC 0.24% Reduce -30.7% 3,345 $479K
Maryland Capital Advisors Inc. 0.16% Reduce -1.9% 3,328 $477K
Aurelius Family Office LLC 0.21% Reduce -2.1% 3,265 $477K
Anson Capital, Inc. 0.35% Add +0.3% 3,326 $477K
CGN Advisors LLC 0.04% Reduce -5.3% 3,313 $475K
Savvy Advisors, Inc. 0.02% Reduce -11.2% 3,299 $473K
Valeo Financial Advisors, LLC 0.01% Add +1.9% 3,297 $473K
NewEdge Advisors, LLC 0.00% Add +14.7% 3,272 $469K
Cibc World Market Inc. 0.00% Add +28.6% 3,266 $468K
CreativeOne Wealth, LLC 0.01% Add +39.7% 3,250 $466K
Allegheny Financial Group 0.07% Add +0.9% 3,230 $463K
Sowell Financial Services LLC 0.02% Add +2.9% 3,226 $462K
Red Door Wealth Management, LLC 0.05% Add +6.7% 3,207 $460K
Annis Gardner Whiting Capital Advisors, LLC 0.08% No change 3,100 $444K
Clarion Wealth Managment Partners, LLC 0.41% Reduce -6.3% 3,088 $443K
Evoke Wealth, LLC 0.01% Add +24.6% 3,054 $438K
Deutsche Bank AG 0.00% Reduce -9.0% 3,049 $437K
Cresset Asset Management, LLC 0.00% Add +8.7% 3,048 $437K
Private Advisor Group, LLC 0.00% Reduce -4.3% 3,037 $435K
Ascentis Wealth Management, LLC 0.11% Reduce -1.2% 3,032 $435K
HB Wealth Management, LLC 0.00% New 3,017 $433K
Aire Advisors, LLC 0.08% Reduce -7.4% 3,012 $432K
Quadcap Wealth Management, LLC 0.05% Reduce -0.6% 3,005 $431K
Sunesis Advisors, LLC 0.19% No change 2,982 $427K
TD Waterhouse Canada Inc. 0.00% No change 2,977 $427K
Armbruster Capital Management, Inc. 0.07% No change 2,949 $423K
TFB Advisors LLC 0.12% Reduce -5.0% 2,921 $419K
Stage Harbor Financial, LLC 0.27% Reduce -18.9% 2,844 $408K
Opus Capital Group, LLC 0.04% Reduce -34.4% 2,830 $406K
Tribridge Partners Financial LLC 0.17% No change 2,787 $399K
Clearstead Advisors, LLC 0.01% Reduce -20.0% 2,777 $398K
Stephens Inc. 0.00% No change 2,770 $397K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.5% 2,757 $395K
Regions Financial Corp. 0.00% Reduce -7.4% 2,755 $395K
Victory Capital Management Inc. 0.00% Reduce -88.1% 2,739 $393K
Vanguard Group Inc. 0.00% Add +4.9% 2,679 $384K
Fiera Capital Corp 0.00% No change 2,644 $379K
Prairiewood Capital, LLC 0.12% Reduce -36.5% 2,629 $377K
Mutual Advisors, LLC 0.01% Reduce -5.0% 2,619 $375K
Essex Financial Services, Inc. 0.02% Add +0.0% 2,617 $375K
Eagle Bay Advisors LLC 0.27% Reduce -33.3% 2,615 $375K
Strategic Investment Solutions, Inc. 0.09% Add +15.4% 2,594 $372K
AE Wealth Management LLC 0.00% Add +12.9% 2,568 $368K
Independent Financial Group, LLC 0.01% Add +10.4% 2,568 $368K
SageView Advisory Group, LLC 0.01% Reduce -2.8% 2,563 $367K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 2,556 $366K
Jeppson Wealth Management, LLC 0.12% Add +1.1% 2,543 $365K
Cim, LLC 0.05% Add +2.8% 2,539 $364K
Center For Asset Management LLC 0.19% Reduce -3.3% 2,537 $364K
Westmount Partners, LLC 0.09% No change 2,527 $362K
WealthShield Partners, LLC 0.04% Reduce -2.0% 2,526 $362K
Balefire, LLC 0.07% Reduce -14.2% 2,523 $362K
Smith Thornton Advisors LLC 0.18% No change 2,500 $358K
Weik Capital Management 0.13% No change 2,500 $358K
OneDigital Investment Advisors LLC 0.00% New 2,488 $357K
Baker Ellis Asset Management LLC 0.04% No change 2,483 $356K
Pallas Capital Advisors LLC 0.01% Add +3.0% 2,482 $356K
Capital Investment Advisors, LLC 0.01% Reduce -4.5% 2,451 $351K
Sequent Planning LLC 0.09% Add +7.5% 2,438 $349K
Franklin, Parlapiano, Turner & Welch, LLC 0.09% No change 2,337 $349K
Hamilton Wealth, LLC 0.07% New 2,419 $347K
Veratis Advisors, Inc. 0.27% — 2,186 $341K
Vilga Financial Planning LLC 0.33% — 2,378 $341K
CSM Advisors, LLC 0.01% Reduce -98.1% 2,350 $337K
Matisse Capital 0.15% No change 2,337 $335K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,326 $333K
UMB Bank, n.a. 0.00% Add +10.6% 2,320 $333K
Fort Washington Investment Advisors Inc. 0.00% No change 2,303 $330K
Fisher Asset Management 0.00% Reduce -2.7% 2,287 $328K
Palisades Hudson Asset Management, L.P. 0.13% Reduce -42.2% 2,281 $327K
Evergreen Capital Management LLC 0.01% No change 2,239 $321K
JGP Wealth Management, LLC 0.03% Reduce -0.1% 2,236 $320K
Duncker Streett & Co. Inc. 0.06% Add +2.0% 2,189 $314K
Community Bank, N.A. 0.04% No change 2,168 $311K
Equitable Holdings, Inc. 0.00% Add +4.0% 2,165 $310K
Balboa Wealth Partners 0.05% No change 2,114 $303K
First National Bank of Mount Dora, Trust Investment Services 0.07% No change 2,100 $301K
Dakota Wealth Management 0.01% Add +30.3% 2,064 $296K
Northwest Wealth Management, LLC 0.05% Reduce -31.2% 2,054 $294K
Greenspring Advisors, LLC 0.02% New 2,031 $291K
CVA Family Office, LLC 0.03% No change 2,028 $291K
Fourth Dimension Wealth, LLC 0.11% Reduce -7.2% 2,027 $291K
Equity Wealth Partners, LLC 0.19% Add +0.5% 2,004 $287K
Destiny Wealth Partners, LLC 0.03% No change 1,866 $287K
Bedel Financial Consulting, Inc. 0.03% Add +2.0% 2,000 $287K
Insight 2811, Inc. 0.13% Add +11.8% 1,995 $286K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,980 $284K
Fiducient Advisors LLC 0.03% New 1,952 $280K
Silver Oak Advisory Group, Inc. 0.12% Add +1.4% 1,896 $271K
Capital Advisors Inc. 0.00% No change 1,890 $271K
Sterling Wealth Management, Inc. 0.08% Add +2.2% 1,880 $269K
Matrix Trust Co 0.04% Reduce -78.3% 1,866 $267K
Novem Group 0.03% Add +18.7% 1,859 $266K
WBH Advisory Inc. 0.02% No change 1,850 $265K
Black Diamond Financial, LLC 0.03% Reduce -7.4% 1,849 $265K
Financially in Tune, LLC 0.25% — 1,832 $263K
Prospera Financial Services Inc 0.00% New 1,827 $262K
Csenge Advisory Group 0.01% Reduce -19.8% 1,819 $261K
National Bank of Canada 0.00% Add +14.5% 1,812 $260K
First National Trust Co 0.01% Add +5.1% 1,810 $259K
Western Reserve Capital Management, LLC 0.24% — 1,807 $259K
Athena Investment Management 0.13% No change 1,800 $258K
Pacific Asset Management, LLC 0.15% Add +2.3% 1,792 $257K
BCO Wealth Management LLC 0.16% Reduce -2.6% 1,774 $254K
FAS Wealth Partners, Inc. 0.02% Add +1.7% 1,771 $254K
Miller Capital Partners, Inc. 0.13% — 1,766 $253K
Joel Isaacson & Co., LLC 0.01% No change 1,742 $250K
Avant Financial Advisors LLC 0.18% No change 1,730 $248K
Hardin Capital Partners, LLC 0.12% Add +13.7% 1,729 $248K
Apollon Wealth Management, LLC 0.00% Add +19.2% 1,723 $247K
Arax Advisory Partners 0.01% Reduce -99.8% 1,708 $245K
Newport Capital Group, LLC 0.15% No change 1,704 $244K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -27.0% 1,694 $243K
Key Financial Inc 0.04% No change 1,640 $235K
Argent Trust Co 0.01% No change 1,626 $233K
Modern Wealth Management, LLC 0.00% No change 1,624 $233K
Western Wealth Management, LLC 0.01% New 1,606 $230K
ORG Partners LLC 0.04% Reduce -2.0% 1,603 $230K
Firethorn Wealth Partners, LLC 0.09% New 1,603 $230K
SJS Investment Consulting Inc. 0.03% Add +45.8% 1,592 $228K
Rialto Wealth Management, LLC 0.05% No change 1,578 $226K
Alteri Wealth LLC 0.07% Add +7.8% 1,558 $223K
Roble, Belko & Company, Inc 0.03% Reduce -2.0% 1,546 $222K
Single Point Partners, LLC 0.04% Reduce -11.1% 1,548 $222K
Brandes Investment Partners, LP 0.00% New 1,542 $221K
Brand Asset Management Group, Inc. 0.06% Reduce -1.0% 1,531 $219K
Operose Advisors LLC 0.05% Add +2.3% 1,527 $219K
May Hill Capital, LLC 0.06% Reduce -28.4% 1,516 $217K
Per Stirling Capital Management, LLC. 0.02% Add +4.0% 1,507 $216K
PUREfi Wealth, LLC 0.17% Reduce -9.3% 1,505 $216K
QRG Capital Management, Inc. 0.00% Reduce -10.7% 1,504 $216K
Steward Partners Investment Advisory, LLC 0.00% Add +0.3% 1,487 $213K
Uptick Partners, LLC 0.05% New 1,483 $213K
Fortress Financial Solutions, LLC 0.22% New 1,470 $211K
Raelipskie Partnership 0.09% No change 1,470 $211K
Ellerson Group Inc. 0.14% No change 1,468 $210K
Sepio Capital, LP 0.01% New 1,455 $209K
Plancorp, LLC 0.01% No change 1,437 $206K
Stevens Capital Partners 0.05% Reduce -3.5% 1,436 $206K
HBK Sorce Advisory LLC 0.00% Reduce -26.3% 1,330 $205K
Elmwood Wealth Management, Inc. 0.06% New 1,429 $205K
North Capital, Inc. 0.18% Add +2.3% 1,426 $204K
Anderson Hoagland & Co. 0.02% Reduce -31.0% 1,426 $204K
Clark Asset Management, LLC 0.02% Reduce -14.9% 1,422 $204K
Parallel Advisors, LLC 0.00% Reduce -37.8% 1,417 $203K
Foundations Investment Advisors, LLC 0.00% Reduce -7.7% 1,401 $201K
City State Bank 0.05% No change 1,381 $198K
CENTRAL TRUST Co 0.00% Reduce -1.0% 1,346 $193K
Robinswood Financial LLC 0.06% Add +0.4% 1,345 $193K
IFP Advisors, Inc 0.00% Add +15.8% 1,231 $176K
Comerica Bank 0.00% Reduce -3.7% 1,220 $175K
Pillar Financial Advisors, LLC 0.10% No change 1,209 $173K
Parkside Financial Bank & Trust 0.01% No change 1,187 $170K
Aptus Capital Advisors, LLC 0.00% Reduce -17.5% 1,166 $167K
Barclays PLC 0.00% No change 1,145 $164K
Smithfield Trust Co 0.01% Reduce -0.7% 1,021 $146K
USA Financial Formulas 0.03% Reduce -85.9% 966 $138K
Rothschild Investment LLC 0.01% No change 907 $130K
Align Financial, LLC 0.07% — 128,997 $129K
Fairway Wealth LLC 0.03% Add +2.2% 878 $126K
Sound Income Strategies, LLC 0.01% Add +61.1% 823 $123K
Strategic Wealth Partners, Ltd. 0.01% Add +68.4% 751 $108K
Spire Wealth Management 0.00% Reduce -46.9% 726 $104K
Harbour Investments, Inc. 0.00% Reduce -19.7% 720 $103K
Triumph Capital Management 0.02% New 623 $89K
Medallion Wealth Advisors, LLC 0.03% Add +2.8% 585 $84K
Wellington Grp LLC 0.03% — 570 $82K
Russell Investments Group, Ltd. 0.00% Reduce -2.1% 557 $80K
Atomic Invest LLC 0.04% — 536 $77K
Harbor Investment Advisory, LLC 0.01% No change 523 $75K
TFC Financial Management, Inc. 0.01% No change 515 $74K
American National Bank & Trust 0.01% No change 500 $72K
Golden State Wealth Management, LLC 0.01% Add +1.6% 455 $65K
Princeton Global Asset Management LLC 0.01% No change 438 $63K
International Assets Investment Management, LLC 0.00% New 437 $63K
JDM Financial Group LLC 0.02% Add +8.5% 434 $62K
Capital Advisors, Ltd. LLC 0.01% No change 433 $62K
Howe & Rusling Inc. 0.00% No change 426 $61K
KERR FINANCIAL PLANNING Corp 0.08% Add +100.0% 400 $59K
WealthCollab, LLC 0.02% Add +56.7% 387 $55K
Harbor Asset Planning, Inc. 0.04% Add +2.3% 353 $51K
Cullen/Frost Bankers, Inc. 0.00% Add +2.3% 353 $51K
Barrett & Company, Inc. 0.02% No change 346 $50K
Rossby Financial, LCC 0.01% No change 317 $45K
Flagship Harbor Advisors, LLC 0.00% New 312 $45K
GAMMA Investing LLC 0.00% Reduce -0.3% 304 $44K
Ancora Advisors LLC 0.00% Add +49.5% 302 $43K
Financial Perspectives, Inc 0.01% No change 296 $42K
St Germain D J Co. Inc. 0.00% No change 265 $38K
Signature Resources Capital Management, LLC 0.02% No change 246 $35K
Glass Jacobson Investment Advisors llc 0.01% Reduce -25.9% 246 $35K
United Financial Planning Group LLC 0.02% Add +2.1% 244 $35K
Westside Investment Management, Inc. 0.01% No change 238 $34K
Addison Advisors LLC 0.01% New 234 $34K
Blue Trust, Inc. 0.00% Reduce -69.8% 229 $33K
WPG Advisers, LLC 0.02% No change 228 $33K
Woodside Wealth Management LLC 0.02% No change 221 $32K
DHJJ Financial Advisors, Ltd. 0.01% Add +2.4% 218 $31K
Strive Financial Group ,LLC 0.02% — 216 $31K
Park Square Financial Group, LLC 0.18% Add +90.6% 263 $30K
Clearstead Trust, LLC 0.00% No change 210 $30K
Noble Wealth Management PBC 0.01% Reduce -48.9% 200 $29K
Accent Capital Management, LLC 0.01% No change 200 $29K
Wealth Watch Advisors, INC 0.01% No change 200 $29K
Armstrong Advisory Group, Inc. 0.00% No change 200 $29K
TD Capital Management LLC 0.00% Reduce -46.8% 198 $28K
MCF Advisors LLC 0.00% Add +19.8% 194 $28K
Capital Investment Advisory Services, LLC 0.00% Add +8.6% 190 $27K
Sachetta, LLC 0.01% Add +3.3% 187 $27K
SHP Wealth Management 0.00% — 187 $27K
Crewe Advisors LLC 0.00% No change 171 $25K
Bogart Wealth, LLC 0.00% Reduce -2.3% 168 $24K
Sunrise Financial Services, LLC 0.02% — 162 $23K
Gables Capital Management Inc. 0.01% No change 152 $22K
Evermay Wealth Management LLC 0.00% No change 150 $22K
Hantz Financial Services, Inc. 0.00% Add +57.9% 150 $21K
Tidemark, LLC 0.01% No change 144 $21K
Legacy Bridge, LLC 0.01% No change 140 $20K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +52.8% 139 $20K
Ulland Investment Advisors, LLC 0.01% No change 125 $18K
MPWM Advisory Solutions, LLC 0.01% No change 113 $16K
Eastern Bank 0.00% No change 110 $16K
Corsicana & Co. 0.01% No change 105 $15K
Ameriflex Group, Inc. 0.01% Reduce -49.5% 101 $14K
MassMutual Private Wealth & Trust, FSB 0.00% No change 95 $14K
Highline Wealth Partners LLC 0.00% No change 94 $13K
Cape Investment Advisory, Inc. 0.00% Reduce -47.1% 90 $13K
Curio Wealth, LLC 0.00% No change 88 $13K
Signature Equity Partners, LLC 0.01% — 86 $12K
Indiana Trust & Investment Management Co 0.00% No change 81 $12K
Hartford Financial Management Inc. 0.00% No change 80 $11K
2UniFi Bank 0.01% No change 78 $11K
Concord Wealth Partners 0.00% No change 78 $11K
Vermillion Wealth Management, Inc. 0.00% Reduce -24.0% 76 $11K
First Pacific Financial 0.00% Add +2.8% 74 $11K
Tradewinds Capital Management, LLC 0.00% Add +1.4% 73 $10K
MidFirst Bank 0.00% — 72 $10K
Avion Wealth 0.00% No change 71 $10K
Cornerstone Planning Group LLC 0.00% Reduce -99.4% 62 $10K
C M Bidwell & Associates Ltd. 0.00% No change 65 $9K
Fifth Third Bancorp 0.00% Add +13.0% 61 $9K
VSM Wealth Advisory, LLC 0.00% Add +1.7% 60 $9K
WFA of San Diego, LLC 0.01% No change 60 $9K
Peterson Wealth Services 0.00% Reduce -98.2% 60 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $7K
Activest Wealth Management 0.00% New 46 $7K
Networth Advisors, LLC 0.00% — 44 $6K
Sunbelt Securities, Inc. 0.00% Reduce -57.0% 43 $6K
Caldwell Sutter Capital, Inc. 0.00% Add +5.0% 42 $6K
Coston, McIsaac & Partners 0.00% No change 44 $6K
Brown Brothers Harriman & Co. 0.00% New 38 $5K
Ankerstar Wealth, LLC 0.01% — 36 $5K
CGC Financial Services, LLC 0.00% No change 35 $5K
Hazlett, Burt & Watson, Inc. 0.00% Add +400.0% 35 $5K
Raffa Wealth Management, LLC 0.00% No change 28 $4K
Jackson Hole Capital Partners, LLC 0.00% No change 28 $4K
Winthrop Capital Management, LLC 0.00% No change 26 $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
Abound Wealth Management 0.00% Reduce -52.9% 24 $3K
Aspect Partners, LLC 0.00% Reduce -50.0% 23 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $3K
Wealth Preservation Advisors, LLC 0.00% No change 22 $3K
Hamrick Investment Counsel, llc 0.00% — 21 $3K
CX Institutional 0.00% New 18 $3K
DecisionPoint Financial, LLC 0.00% New 20 $3K
Anfield Capital Management, LLC 0.00% No change 19 $3K
Bangor Savings Bank 0.00% No change 19 $3K
Optima Capital LLC 0.00% New 18 $3K
Creative Capital Management Investments LLC 0.00% New 18 $3K
Balentine LLC 0.00% No change 18 $3K
Basecamp Wealth Advisors LLC 0.00% — 17 $2K
HHM Wealth Advisors, LLC 0.00% New 17 $2K
HighMark Wealth Management LLC 0.00% No change 16 $2K
Evolution Wealth Management Inc. 0.00% No change 16 $2K
Quent Capital, LLC 0.00% Add +6.7% 16 $2K
Ashton Thomas Securities, LLC 0.00% No change 15 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -86.1% 15 $2K
Geneos Wealth Management Inc. 0.00% No change 15 $2K
Valley National Advisers Inc. 0.00% New 14 $2K
McIlrath & Eck, LLC 0.00% No change 13 $2K
Aventura Private Wealth, LLC 0.00% No change 12 $2K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 11 $2K
Beacon Financial Strategies CORP 0.00% New 8 $1K
Keating Financial Advisory Services, Inc. 0.00% — 8 $1K
Rosenberg Matthew Hamilton 0.00% Reduce -58.3% 5 $717
Prudent Man Investment Management, Inc. 0.00% No change 4 $574
TCTC Holdings, LLC 0.00% No change 2 $287
TD Private Client Wealth LLC 0.00% No change 1 $77
Tsfg, LLC 0.00% New 1 $0

"% 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.