Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q1 2026 (March 31)
701holders +17
52new positions
30sold out
4famous investors
$145.58avg. 13F price*

At the end of Q1 2026, 701 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, up 17 from Q4 2025. 52 opened new positions and 30 sold out. The largest holders were Empower Advisory Group, LLC ($728.8M), Jones Financial Companies LLLP ($386.6M) and Mason Investment Advisory Services, Inc. ($277.8M). 4 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 Jeremy Grantham (0.0% of GMO's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions52$59.5M
Exits30$20.1M

All 13F filers, Q4 2025 → Q1 2026: 4,385,605 shares bought and 1,776,683 shares sold, net +2,608,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 701 holders

Empower Advisory Group, LLC 1.89% Add +1.1% 4,998,653 $728.8M
Jones Financial Companies LLLP 0.19% Add +239.2% 2,718,482 $386.6M
Mason Investment Advisory Services, Inc. 12.82% Reduce -1.7% 1,905,214 $277.8M
Natixis Advisors, LLC 0.37% Reduce -3.2% 1,815,974 $264.8M
Bessemer Group Inc. 0.39% Add +1.2% 1,698,248 $247.6M
State of New Jersey Common Pension Fund D 0.85% No change 1,512,875 $220.6M
1832 Asset Management L.P. 0.28% Reduce -0.1% 1,467,778 $214.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -6.9% 1,099,303 $160.3M
Bank of New York Mellon Corp 0.02% Add +8174.8% 813,491 $118.6M
Morgan Stanley 0.01% Add +17.0% 765,596 $111.6M
Assetmark, Inc. 0.22% Add +3.0% 742,771 $108.3M
Creative Planning 0.07% Add +6.5% 735,168 $107.2M
Wit, LLC 1.81% No change 658,548 $96.0M
Northwestern Mutual Wealth Management Co. 0.06% Add +12.5% 619,635 $90.3M
UBS Group AG 0.01% Add +3.8% 521,955 $76.1M
LPL Financial LLC 0.02% Reduce -5.2% 475,989 $69.4M
Clark Capital Management Group, Inc. 0.41% Add +3.8% 458,577 $66.9M
Wells Fargo & Company 0.01% Add +12.6% 405,256 $59.1M
Pathstone Holdings, LLC 0.20% Add +6.5% 349,644 $51.0M
Envestnet Asset Management Inc. 0.01% Add +2.4% 334,623 $48.8M
Bank of America Corp. 0.00% Add +9.1% 319,984 $46.7M
Bank of Montreal 0.02% Reduce -9.6% 313,974 $45.8M
Advisory Alpha, LLC 1.15% Reduce -8.0% 287,330 $41.9M
Efficient Advisors, LLC 2.97% Reduce -18.3% 287,104 $41.9M
Corient Private Wealth LP 0.06% Reduce -4.6% 274,375 $40.0M
State Street Corp. 0.00% Reduce -29.4% 272,361 $39.7M
Commonwealth Equity Services, LLC 0.05% Reduce -7.9% 253,689 $37.0M
Mercer Global Advisors Inc. 0.05% Reduce -23.3% 253,524 $37.0M
Stifel Financial Corp. 0.03% Reduce -0.3% 221,200 $32.2M
PNC Financial Services Group, Inc. 0.02% Reduce -2.2% 218,510 $31.9M
Cetera Investment Advisers 0.03% Reduce -6.2% 208,276 $30.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.52% Reduce -2.4% 206,351 $30.1M
Cerity Partners LLC 0.04% Add +4.8% 206,124 $30.1M
Wedmont Private Capital 0.90% Reduce -3.2% 180,872 $27.8M
HighTower Advisors, LLC 0.03% Add +5.1% 186,312 $27.2M
Apella Capital, LLC 0.40% Reduce -0.5% 167,852 $26.9M
Jane Street Group, LLC 0.03% Reduce -39.1% 181,224 $26.4M
Galvin, Gaustad & Stein, LLC 2.13% Reduce -0.5% 179,696 $26.2M
Royal Bank of Canada 0.00% Add +17.0% 178,921 $26.1M
Savant Capital, LLC 0.12% Reduce -16.3% 175,578 $25.6M
Vontobel Holding Ltd. 0.08% No change 160,000 $23.3M
Raymond James Financial Inc. 0.01% Add +12.5% 158,674 $23.1M
Goldman Sachs Group Inc. 0.00% Add +1.9% 144,798 $21.1M
Victory Capital Management Inc. 0.01% Add +5177.9% 144,563 $21.1M
Mather Group, Llc. 0.20% Add +0.5% 136,332 $19.9M
JPMorgan Chase & Co. 0.00% Add +12.3% 137,691 $19.5M
Portland Global Advisors LLC 1.93% Add +1.2% 123,899 $18.1M
Rwa Wealth Partners, LLC 0.19% Add +22.2% 119,598 $17.4M
MilWealth Group LLC 4.09% Reduce -0.2% 117,741 $17.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -44.4% 116,383 $17.0M
Pacific Life Fund Advisors LLC 1.83% Reduce -40.6% 109,193 $15.9M
Osaic Holdings, Inc. 0.02% Add +22.3% 107,069 $15.6M
Partners in Financial Planning 2.56% Reduce -0.9% 105,728 $15.4M
Causeway Capital Management LLC 0.19% Add +42.0% 103,581 $15.1M
Redwood Investment Management, LLC 1.83% Reduce -10.9% 101,322 $14.8M
BlueSky Wealth Advisors, LLC 1.88% New 100,324 $14.6M
Aspiriant, LLC 0.39% Reduce -0.3% 92,943 $13.6M
Ameriprise Financial Inc. 0.00% Add +21.1% 92,420 $13.5M
IMA Advisory Services, Inc. 1.25% Reduce -0.4% 87,524 $12.8M
N.E.W. Advisory Services LLC 0.93% Reduce -0.1% 85,655 $12.5M
Lido Advisors, LLC 0.05% Add +0.0% 83,641 $12.2M
Coldstream Capital Management Inc. 0.15% Reduce -1.4% 83,522 $12.2M
Family CFO Inc 5.41% Reduce -1.0% 82,905 $12.1M
Modera Wealth Management, LLC 0.14% Reduce -4.5% 80,766 $11.8M
Columbus Macro, LLC 1.21% Add +20.0% 77,512 $11.3M
Texas Yale Capital Corp. 0.31% Add +0.5% 75,834 $11.1M
25 LLC 3.38% Reduce -1.8% 75,262 $11.0M
Atlas Capital Advisors Inc. 1.24% Reduce -13.8% 74,611 $10.9M
Valmark Advisers, Inc. 0.13% Add +3.4% 73,365 $10.7M
Beacon Pointe Advisors, LLC 0.06% Reduce -8.5% 71,845 $10.5M
Presilium Private Wealth, LLC 1.82% Add +3.9% 70,841 $10.3M
IFG Advisors, LLC 1.68% Reduce -1.5% 70,413 $10.3M
Cambria Investment Management, L.P. 0.57% Add +10.2% 69,521 $10.1M
Grove Street Fiduciary, LLC 4.37% Reduce -1.9% 68,039 $9.9M
Whitaker-Myers Wealth Managers, LTD. 1.98% Add +4.8% 68,016 $9.9M
Beaird Harris Wealth Management, LLC 0.67% Reduce -10.0% 67,810 $9.9M
Johnson Financial Group, LLC 0.66% Reduce -19.1% 67,703 $9.9M
Newton One Investments LLC 2.66% Add +185.9% 67,197 $9.8M
Peapack Gladstone Financial Corp. 0.12% Reduce -2.9% 66,342 $9.7M
RTD Financial Advisors, Inc. 1.17% Reduce -3.5% 65,399 $9.5M
Flow Traders U.S. LLC 0.30% New 65,035 $9.5M
Kingsview Wealth Management, LLC 0.13% Add +530.1% 63,595 $9.3M
MAI Capital Management 0.05% Reduce -3.3% 63,006 $9.2M
Maltin Wealth Management, Inc. 3.51% Add +10.8% 62,922 $9.2M
Checchi Capital Advisers, LLC 0.63% Reduce -0.2% 62,813 $9.2M
Baird Financial Group, Inc. 0.01% Add +1.4% 62,476 $9.1M
Cutler Investment Counsel LLC 0.93% Add +0.5% 62,165 $9.1M
Brooklyn FI, LLC 1.87% Reduce -3.3% 61,141 $8.9M
Mariner, LLC 0.01% Add +46.3% 60,996 $8.9M
Rockefeller Capital Management L.P. 0.02% Add +4.1% 60,057 $8.8M
Susquehanna International Group, LLP 0.01% Reduce -82.7% 58,557 $8.5M
Twelve Points Wealth Management LLC 1.86% Add +13.2% 58,151 $8.5M
Exencial Wealth Advisors, LLC 0.26% Reduce -2.4% 56,981 $8.3M
Discipline Wealth Solutions, LLC 0.87% Add +759.7% 56,604 $8.3M
Old Mission Capital LLC 0.19% New 55,482 $8.1M
Focus Partners Wealth 0.01% Add +12.9% 51,907 $7.6M
Farther Finance Advisors, LLC 0.07% Add +51.1% 49,737 $7.4M
FMR LLC 0.00% Reduce -31.1% 50,128 $7.3M
Avior Wealth Management, LLC 0.20% Reduce -0.6% 48,694 $7.1M
Quantum Capital Management, LLC / NJ 0.90% Reduce -3.0% 48,491 $7.1M
Gladwyn Financial Advisors, Inc. 4.86% Reduce -2.6% 47,879 $7.0M
Atmos Advisory, LLC 3.93% Reduce -9.1% 47,496 $6.9M
Ferguson Wellman Capital Management, Inc. 0.09% New 46,734 $6.8M
Boston Standard Wealth Management, LLC 1.10% Reduce -3.4% 45,606 $6.7M
E&R Wealth Management, LLC 6.66% Add +1.5% 45,889 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +6.8% 45,563 $6.6M
Tanager Wealth Management LLP 0.63% Reduce -0.8% 44,941 $6.6M
Sequoia Financial Advisors, LLC 0.04% Reduce -7.2% 44,160 $6.4M
Principal Securities, Inc. 0.09% Add +2.8% 44,120 $6.4M
Mackenzie Financial Corp. 0.01% Reduce -6.3% 42,839 $6.2M
Noble Family Wealth, LLC 1.27% Add +11.8% 42,085 $6.1M
Flower City Capital 3.04% Add +3.1% 41,620 $6.1M
Sage Financial Management Group, Inc. 1.86% Add +1.7% 41,591 $6.1M
Colony Family Offices, LLC 1.43% Add +2.5% 39,803 $5.8M
Moller Wealth Partners 1.14% Add +3.0% 39,591 $5.8M
Sage Rhino Capital LLC 1.07% Add +2.4% 39,197 $5.7M
Obsido Oy 3.39% Add +0.9% 38,426 $5.6M
Viewpoint Capital Management LLC 2.60% Reduce -2.3% 38,177 $5.6M
Janney Montgomery Scott LLC 0.01% Reduce -2.1% 37,978 $5.5M
Fusion Family Wealth, LLC 0.41% Reduce -31.8% 37,839 $5.5M
SBI Securities Co., Ltd. 0.14% Add +0.2% 35,535 $5.2M
Lam Group, Inc. 2.84% No change 35,500 $5.2M
First Horizon Corp. 0.21% Add +4.5% 35,139 $5.1M
Landmark Wealth Management, LLC 1.36% Add +22.2% 34,852 $5.1M
Strategic Investment Advisors / MI 0.35% Add +13.9% 34,516 $5.0M
Commerce Bank 0.02% Reduce -6.9% 33,999 $5.0M
Voya Financial Advisors, Inc. 0.49% Add +74.0% 34,742 $4.9M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -1.2% 33,841 $4.9M
Nwam LLC 0.28% Add +1.0% 33,207 $4.8M
AQR Capital Management 0.00% Add +19.4% 33,045 $4.8M
Womack Financial LLC 3.52% Add +3.5% 32,774 $4.8M
Vawter Financial, Ltd. 2.01% Reduce -8.5% 32,767 $4.8M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 4.29% Add +10.6% 32,715 $4.8M
Tobias Financial Advisors, Inc. 0.66% Add +33.9% 32,700 $4.8M
Bleakley Financial Group, LLC 0.07% Add +1.3% 32,635 $4.8M
BlackRock, Inc. 0.00% Add +466.4% 32,443 $4.7M
Aletheian Wealth Advisors LLC 2.30% — 32,316 $4.7M
Tortoise Investment Management, LLC 0.38% Reduce -2.0% 31,847 $4.6M
SWAN Capital LLC 1.70% Reduce -15.4% 31,730 $4.6M
Factor Wealth Management LTD 0.87% Reduce -22.0% 31,560 $4.6M
Regal Investment Advisors LLC 0.26% Add +1.9% 30,961 $4.5M
Causey Wealth LLC 1.88% Reduce -8.3% 30,302 $4.4M
Perigon Wealth Management, LLC 0.08% Add +2.8% 29,708 $4.3M
Great Lakes Advisors, LLC 0.04% Add +20.7% 29,247 $4.3M
Kohmann Bosshard Financial Services, LLC 0.41% Reduce -2.1% 28,653 $4.2M
Center for Financial Planning, Inc. 0.43% Add +0.4% 28,546 $4.2M
Cardiff Park Advisors, LLC 0.33% Reduce -9.7% 28,496 $4.2M
Haverford Trust Co 0.04% Add +0.1% 28,478 $4.2M
Twin Focus Capital Partners, LLC 0.47% Reduce -0.9% 28,285 $4.1M
Rebalance, LLC 0.24% No change 27,869 $4.1M
Fiduciary Advisors, Inc. 3.02% Add +7.5% 27,583 $4.0M
Creative Financial Designs Inc. 0.24% Add +2.6% 27,562 $4.0M
Symmetry Partners, LLC 0.23% Reduce -8.1% 27,284 $4.0M
GFS Advisors, LLC 0.26% Add +23.8% 34,728 $4.0M
Inspire Trust Co, N.A. 0.61% No change 27,000 $3.9M
Certified Advisory Corp 0.35% Add +0.5% 26,753 $3.9M
Qube Research & Technologies Ltd 0.01% Reduce -42.1% 26,669 $3.9M
Walkner Condon Financial Advisors LLC 0.51% Add +3.0% 26,457 $3.9M
MML Investors Services, LLC 0.01% Reduce -13.8% 26,011 $3.8M
LPWM LLC 0.95% Add +1.2% 25,743 $3.8M
Eclectic Associates Inc. 0.50% Add +5.9% 25,687 $3.7M
Bear Mountain Capital, Inc. 1.09% Reduce -0.3% 22,754 $3.6M
Horizon Financial Services, LLC 1.59% Add +1.1% 24,741 $3.6M
Evanson Asset Management, LLC 0.19% Add +0.0% 24,657 $3.6M
Alliancebernstein L.P. 0.00% Add +3.6% 24,926 $3.6M
Cornerstone Wealth Advisors, Inc. 0.82% Add +1.7% 24,325 $3.5M
Aberdeen Wealth Management LLC 1.60% No change 24,145 $3.5M
FDx Advisors, Inc. 1.12% Reduce -2.4% 24,070 $3.5M
St. Louis Trust Co 0.40% Reduce -2.9% 23,478 $3.4M
Arbor Wealth Advisors LLC 2.37% No change 23,214 $3.4M
Compound Planning, Inc. 0.10% Reduce -8.4% 22,811 $3.3M
O'shaughnessy Asset Management, LLC 0.02% Add +5.0% 22,617 $3.3M
DRW Securities, LLC 0.18% New 22,177 $3.2M
Tectonic Advisors LLC 0.17% Reduce -0.4% 21,451 $3.1M
Uptown Financial Advisors LLC 2.43% Add +7.2% 20,619 $3.0M
DAVENPORT & Co LLC 0.02% Reduce -0.9% 20,490 $3.0M
Diversify Wealth Management, LLC 0.05% Add +58.8% 18,716 $2.9M
CoreFirst Bank & Trust 1.51% Add +9.1% 19,554 $2.9M
Great Valley Advisor Group, Inc. 0.05% Reduce -4.2% 19,001 $2.8M
Midwest Financial Partners Investments, Inc. 1.46% Add +23.2% 18,886 $2.8M
Patriot Investment Management Group, Inc. 0.17% Reduce -0.2% 18,633 $2.7M
Family Wealth Partners, LLC 0.92% Reduce -0.4% 18,577 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -13.6% 18,403 $2.7M
Harpswell Capital Advisors, LLC 1.96% Reduce -2.5% 18,088 $2.6M
Falcon Wealth Planning 0.18% Reduce -2.2% 17,883 $2.6M
Allegiance Financial Group Advisory Services LLC 0.52% Reduce -12.2% 17,853 $2.6M
Upper Left Wealth Management, LLC 1.53% Add +5.0% 17,818 $2.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -41.6% 17,696 $2.6M
Mission Wealth Management, LP 0.05% Reduce -1.6% 17,793 $2.6M
Livet Wealth, LLC 1.62% Add +1.2% 17,504 $2.6M
Integrated Wealth Concepts LLC 0.02% Add +343.6% 17,500 $2.6M
Integrity Wealth Solutions LLC 0.95% Add +0.3% 16,507 $2.4M
Summit Financial, LLC 0.03% Add +6.9% 16,418 $2.4M
Savvy Advisors, Inc. 0.06% Add +389.6% 16,153 $2.4M
Sanctuary Advisors, LLC 0.01% Reduce -25.3% 16,141 $2.4M
CIBC Bancorp USA Inc. 0.00% — 15,917 $2.3M
IFC & Insurance Marketing, Inc. 2.41% Add +42.9% 15,866 $2.3M
Valtinson Bruner Financial Planning LLC 0.63% Add +0.5% 15,786 $2.3M
Simplicity Wealth,LLC 0.13% Reduce -1.0% 15,723 $2.3M
Traveka Wealth, LLC 0.87% Reduce -1.3% 15,612 $2.3M
Simon Quick Advisors, LLC 0.10% Reduce -2.0% 15,338 $2.2M
Mittelman Wealth Management 1.37% Add +5.5% 15,121 $2.2M
Summit Financial Strategies, Inc. 0.17% Add +27.0% 15,021 $2.2M
Cassaday & Co Wealth Management LLC 0.05% No change 14,814 $2.2M
Sincerus Advisory, LLC 1.61% Add +3.4% 14,613 $2.1M
Mgo One Seven LLC 0.04% Reduce -10.7% 14,535 $2.1M
SVB Wealth LLC 0.14% Reduce -4.8% 14,367 $2.1M
Compass Ion Advisors, LLC 0.20% Reduce -5.2% 14,285 $2.1M
HUB Investment Partners, LLC 0.05% New 14,186 $2.1M
Intergy Private Wealth, LLC 0.61% Reduce -0.6% 14,179 $2.1M
Foundation Wealth Management, LLC\PA 0.73% Reduce -7.4% 14,151 $2.1M
Atlanta Consulting Group Advisors, LLC 0.44% Add +0.5% 14,004 $2.0M
Level Financial Advisors 0.52% Reduce -6.1% 13,970 $2.0M
Captrust Financial Advisors 0.00% Add +4.1% 13,956 $2.0M
PDS Planning, Inc 0.13% Reduce -2.3% 13,776 $2.0M
Cassilly Financial Group LLC 1.72% Add +0.8% 13,589 $2.0M
Quantinno Capital Management LP 0.00% Add +105.1% 13,556 $2.0M
Payne Capital Management, LLC 0.59% Add +6.4% 13,467 $2.0M
Procyon Advisors, LLC 0.10% Reduce -0.2% 13,457 $2.0M
Gibraltar Capital Management, Inc. 0.33% Add +6.0% 13,175 $1.9M
Red Wave Investments LLC 0.57% Reduce -18.6% 13,143 $1.9M
Park Avenue Securities LLC 0.01% Add +3.1% 12,911 $1.9M
Daiichi Life Insurance Co., Ltd. 0.05% Reduce -19.1% 12,894 $1.9M
Northern Trust Corp. 0.00% Reduce -16.2% 12,806 $1.9M
Waverly Advisors, LLC 0.01% Reduce -2.8% 12,778 $1.9M
GHP Investment Advisors, Inc. 0.08% Reduce -8.1% 12,750 $1.9M
Jacobs Equity LLC 1.66% Add +59.1% 12,699 $1.9M
Cushing Capital Partners, LLC 1.41% Reduce -1.2% 12,609 $1.8M
Silverlake Wealth Management LLC 0.39% Add +2.1% 12,558 $1.8M
Intrust Bank NA 0.15% Reduce -26.8% 12,419 $1.8M
Root Financial Partners, LLC 0.08% Add +56.4% 12,248 $1.8M
Advisory Services Network, LLC 0.02% Reduce -1.4% 12,049 $1.8M
Bell Investment Advisors, Inc 0.27% Add +6.9% 11,960 $1.7M
Capital Analysts, LLC 0.05% Reduce -18.1% 11,926 $1.7M
Brown Advisory Inc. 0.00% No change 11,687 $1.7M
M Holdings Securities, Inc. 0.11% Reduce -0.0% 11,459 $1.7M
Congress Asset Management Co. 0.01% Add +0.5% 11,398 $1.7M
Elevate Wealth Advisory, Inc. 1.04% Reduce -5.3% 11,260 $1.6M
Praetorian Wealth Management, Inc. 0.31% Add +0.4% 10,679 $1.6M
Nepc LLC 0.03% No change 10,882 $1.6M
EP Wealth Advisors, LLC 0.01% Add +1.8% 10,859 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -2.3% 10,635 $1.6M
Zhang Financial LLC 0.05% Reduce -16.4% 10,519 $1.5M
EverSource Wealth Advisors, LLC 0.05% Add +88.8% 10,344 $1.5M
Welch & Forbes LLC 0.02% No change 10,334 $1.5M
Vance Wealth, LLC 0.43% Reduce -9.4% 10,192 $1.5M
LFG Wealth Partners, LLC 0.88% New 9,963 $1.5M
Cherry Tree Wealth Management, LLC 0.31% Reduce -10.8% 9,914 $1.4M
CoreCap Advisors, LLC 0.05% Reduce -2.1% 9,909 $1.4M
Asset Dedication, LLC 0.10% Reduce -4.9% 9,907 $1.4M
Citigroup Inc. 0.00% Reduce -0.3% 9,782 $1.4M
Naples Global Advisors, LLC 0.10% No change 9,768 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +35.0% 9,727 $1.4M
PW Advisors, LLC \ FL 1.06% No change 9,669 $1.4M
Harbour Capital Advisors, LLC 0.27% No change 8,878 $1.4M
Alpha Financial Advisors, LLC 0.43% Reduce -16.1% 9,595 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +0.6% 9,308 $1.4M
Ballentine Partners, LLC 0.02% No change 9,212 $1.3M
Golden Bell Financial Planning LLC 1.07% Reduce -2.1% 9,202 $1.3M
Glaxis Capital Management, LLC 1.65% No change 17,604 $1.3M
Canandaigua National Corp. 0.12% — 9,014 $1.3M
Minot DeBlois Advisors LLC 1.19% Add +1.4% 8,982 $1.3M
Truist Financial Corp. 0.00% Reduce -1.9% 8,818 $1.3M
Silver Oak Securities, Incorporated 0.09% Add +0.1% 8,789 $1.3M
Everhart Financial Group, Inc. 0.11% Reduce -3.8% 8,734 $1.3M
Colorado Capital Management, Inc. 0.47% Reduce -2.2% 8,679 $1.3M
Paragon Capital Management Ltd 0.27% No change 8,658 $1.3M
Institute for Wealth Management, LLC. 0.13% Reduce -0.1% 8,457 $1.2M
TCI Wealth Advisors, Inc. 0.07% Reduce -4.8% 8,440 $1.2M
Larson Financial Group LLC 0.04% Add +5.3% 8,421 $1.2M
Ascent Group, LLC 0.04% Reduce -2.9% 8,373 $1.2M
Johnson Financial Group, Inc. 0.04% Reduce -11.3% 8,310 $1.2M
HRT Financial LP 0.00% New 8,309 $1.2M
Pure Financial Advisors, LLC 0.02% Reduce -15.8% 8,271 $1.2M
Ritholtz Wealth Management 0.02% Reduce -4.1% 8,071 $1.2M
McLean Asset Management Corp 0.20% Add +0.2% 8,035 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% No change 8,025 $1.2M
Morton Brown Family Wealth, LLC 0.31% Reduce -0.0% 7,976 $1.2M
JDH Wealth Management, LLC 0.78% Reduce -0.2% 7,936 $1.2M
Renaissance Technologies 0.00% Add +3.1% 7,799 $1.1M
Arax Advisory Partners 0.03% Add +352.8% 7,733 $1.1M
Thompson Siegel & Walmsley LLC 0.02% Add +15.7% 7,715 $1.1M
Keybank National Association 0.00% Reduce -16.0% 7,658 $1.1M
Titleist Asset Management, LLC 0.08% Reduce -0.6% 7,637 $1.1M
Sachem Hill LLC 0.21% No change 7,529 $1.1M
Granville Capital, Inc. 0.57% No change 7,510 $1.1M
AlphaCore Capital LLC 0.03% Add +0.3% 7,484 $1.1M
SilverOak Wealth Management LLC 0.17% Reduce -1.6% 7,340 $1.1M
HB Wealth Management, LLC 0.01% Add +141.4% 7,282 $1.1M
Gateway Wealth Partners, LLC 0.04% New 7,256 $1.1M
Empowered Funds, LLC 0.01% New 7,234 $1.1M
William Mack & Associates, Inc. 0.60% Reduce -19.5% 7,155 $1.0M
Encompass Wealth Advisors, LLC 0.36% Add +1.8% 7,091 $1.0M
Halbert Hargrove Global Advisors, LLC 0.05% Reduce -0.1% 7,039 $1.0M
Columbia River Financial Group, LLC 0.59% Add +1.6% 6,992 $1.0M
Pinnacle Financial Group, LLC / IL 0.28% New 6,981 $1.0M
Vise Technologies, Inc. 0.02% No change 7,087 $1.0M
Asset Allocation Strategies LLC 0.18% Reduce -40.6% 6,925 $1.0M
Obsidian Cio, LLC 0.90% Add +35.9% 6,864 $1.0M
Tocqueville Asset Management L.P. 0.01% No change 6,838 $997K
Jackson Thornton Wealth Management, LLC 0.09% No change 6,301 $970K
Life Planning Partners, Inc 0.73% Reduce -5.4% 6,558 $956K
SGL Investment Advisors, Inc. 0.36% Add +11.9% 5,813 $946K
Composition Wealth, LLC 0.01% Add +50.8% 6,479 $945K
Brighton Jones LLC 0.02% New 6,371 $929K
LRI Investments, LLC 0.08% No change 6,307 $919K
Ameritas Advisory Services, LLC 0.04% Reduce -3.2% 6,260 $913K
Blair William & Co. 0.00% Add +0.6% 6,036 $880K
Bailard, Inc. 0.02% No change 6,022 $878K
United Capital Financial Advisors, LLC 0.01% Reduce -1.4% 6,002 $875K
World Investment Advisors 0.01% Add +0.2% 5,995 $874K
Range Advisory, LLC 0.16% Add +44.0% 5,973 $871K
Betterment LLC 0.00% Add +30.7% 5,922 $863K
Merit Financial Group, LLC 0.01% Add +12.2% 5,906 $861K
Warner Financial, Inc. 0.29% No change 5,832 $850K
Arkadios Wealth Advisors 0.01% Add +6.3% 5,790 $844K
BWM Planning, LLC 0.22% No change 5,618 $819K
Windward Private Wealth Management Inc. 0.28% No change 5,569 $812K
IAG Wealth Partners, LLC 0.09% Reduce -0.7% 5,510 $803K
Cary Street Partners Financial LLC 0.02% No change 5,487 $800K
Camelot Portfolios, LLC 0.60% Reduce -23.2% 5,476 $798K
Investment Partners, LTD. 0.28% Reduce -1.2% 5,444 $794K
Choreo, LLC 0.01% Reduce -2.0% 5,386 $785K
Moneta Group Investment Advisors LLC 0.01% Add +3.6% 5,369 $783K
JMN Financial LLC 0.77% Add +3.9% 5,350 $780K
DGS Capital Management, LLC 0.13% Add +3.9% 5,350 $780K
Cwm, LLC 0.00% Reduce -3.5% 5,342 $779K
SouthState Bank Corp 0.04% No change 5,326 $776K
Essential Partners LLC 0.26% Add +47.3% 5,319 $775K
FSM Wealth Advisors, LLC 0.10% Add +22.0% 5,276 $769K
Cibc World Market Inc. 0.00% Add +61.5% 5,276 $769K
Rockbridge Investment Management, LCC 0.07% Reduce -1.6% 5,247 $765K
Yoffe Investment Management, LLC 0.97% No change 5,212 $760K
Breakwater Capital Group 0.10% Add +5.6% 5,207 $759K
Triumph Capital Management 0.16% Add +735.3% 5,204 $759K
Beckerman Institutional, LLC 0.40% No change 5,139 $749K
Wealthspire Advisors, LLC 0.01% Add +30.0% 5,058 $737K
M&T Bank Corp 0.00% Reduce -0.1% 5,055 $737K
Facet Wealth, Inc. 0.01% Add +27.3% 5,028 $733K
Anchor Investment Management, LLC 0.06% Add +2.7% 4,995 $728K
&partners 0.00% Reduce -35.3% 4,989 $727K
Private Trust Co. NA 0.06% Reduce -1.8% 4,933 $719K
Ridgewood Investments LLC 0.29% — 4,932 $719K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +148.7% 4,924 $718K
Private Advisor Group, LLC 0.00% Add +62.1% 4,922 $717K
Sentinel Trust Co. Lba 0.07% New 4,848 $707K
Pension & Wealth Management Advisors, Inc. 0.21% No change 4,787 $698K
Eagle Strategies LLC 0.08% Reduce -1.1% 4,739 $691K
Dunhill Financial, LLC 0.16% Add +28.3% 4,704 $686K
Orion Porfolio Solutions, LLC 0.01% Reduce -16.4% 4,669 $681K
Kestra Private Wealth Services, LLC 0.01% Add +23.9% 4,635 $676K
Whittier Trust Co. 0.01% No change 4,535 $669K
Evergreen Wealth Management, LLC 0.34% Add +2.3% 4,540 $662K
Allworth Financial LP 0.00% Reduce -5.3% 4,528 $660K
US Bancorp \de 0.00% Add +0.4% 4,459 $650K
Patten Group, Inc. 0.11% Add +16.3% 4,445 $648K
Transamerica Financial Advisors, LLC 0.05% Reduce -4.8% 4,422 $645K
Lodestone Wealth Management LLC 0.25% No change 4,360 $636K
Trust Co of the South 0.10% No change 4,270 $623K
Advocate Investing Services LLC 0.53% No change 4,254 $620K
Carson Advisory Inc. 0.31% Add +4.7% 4,151 $605K
Frazier Financial Advisors, LLC 0.33% Reduce -7.6% 4,125 $601K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.6% 4,104 $598K
Laird Norton Wetherby Trust Company, LLC 0.01% No change 4,076 $594K
Scotia Capital Inc. 0.00% Add +4.5% 4,027 $587K
OneAscent Financial Services LLC 0.03% Reduce -4.1% 3,991 $582K
Chicago Partners Investment Group LLC 0.01% Add +9.1% 3,682 $582K
Glenmede Trust Co. NA 0.00% Add +13.8% 3,986 $581K
BCS Wealth Management 0.12% New 3,940 $574K
Optimist Retirement Group LLC 0.25% Add +4.7% 3,901 $569K
Wedbush Securities Inc. 0.02% Reduce -0.1% 3,877 $565K
180 Wealth Advisors, LLC 0.06% Add +2.8% 3,873 $565K
Allspring Global Investments Holdings, LLC 0.00% No change 3,847 $563K
TAGStone Capital, Inc. 0.20% No change 3,860 $563K
Mutual Advisors, LLC 0.01% Add +46.7% 3,843 $560K
TD Waterhouse Canada Inc. 0.00% Add +26.9% 3,777 $558K
Soltis Investment Advisors LLC 0.04% Add +3.2% 3,825 $558K
PAX Financial Group, LLC 0.09% Reduce -26.8% 3,799 $554K
McAdam, LLC 0.02% Add +3.4% 3,797 $553K
Altiora Financial Group, LLC 0.09% No change 3,748 $546K
Two Sigma Securities, LLC 0.06% New 3,744 $546K
Squarepoint Ops LLC 0.00% New 3,739 $545K
Shufro Rose & Co. LLC 0.04% Reduce -32.3% 3,733 $544K
Bahl & Gaynor LLC 0.00% Reduce -0.5% 3,705 $540K
Summit Wealth Group LLC / Co. 0.06% Reduce -2.7% 3,687 $538K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.9% 3,673 $535K
First Citizens Bank & Trust Co. 0.01% Reduce -38.7% 3,660 $534K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Add +17.2% 3,632 $530K
Evoke Wealth, LLC 0.01% Add +18.8% 3,628 $529K
Maimon Wealth Management LTD. 0.46% No change 3,730 $528K
Midwest Trust Co 0.01% Add +1.5% 3,615 $527K
Old National Bancorp 0.01% No change 3,611 $526K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -42.0% 3,584 $523K
Klingman & Associates, LLC 0.03% Reduce -15.8% 3,583 $522K
Smartleaf Asset Management LLC 0.02% Reduce -3.8% 3,636 $514K
Richardson Financial Services Inc. 0.32% Reduce -3.8% 3,520 $513K
Fortress Financial Solutions, LLC 0.53% Add +138.4% 3,504 $511K
GMO 0.00% New 3,480 $507K
CreativeOne Wealth, LLC 0.01% Add +6.1% 3,449 $503K
Flputnam Investment Management Co. 0.01% Reduce -12.7% 3,440 $502K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.4% 3,420 $499K
Comprehensive Money Management Services LLC 0.33% No change 3,412 $497K
Stephens Inc. 0.01% Add +22.1% 3,383 $493K
Farnam Financial LLC 0.41% No change 3,377 $492K
Prosperity Planning, Inc. 0.18% Reduce -2.8% 3,368 $491K
Clarity Capital Advisors, LLC 0.23% No change 3,345 $488K
Anson Capital, Inc. 0.33% Reduce -0.5% 3,311 $483K
Wealthfront Advisers LLC 0.00% New 3,301 $481K
Valeo Financial Advisors, LLC 0.01% No change 3,297 $481K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -6.5% 3,251 $474K
Johnson Investment Counsel Inc. 0.00% Reduce -8.4% 3,246 $473K
Cresset Asset Management, LLC 0.00% Add +6.3% 3,240 $472K
Regions Financial Corp. 0.00% Add +17.6% 3,240 $472K
Red Door Wealth Management, LLC 0.05% No change 3,207 $468K
Broussard Financial Group LLC 0.37% New 3,173 $463K
CGN Advisors LLC 0.04% Reduce -6.8% 3,088 $450K
Clarion Wealth Managment Partners, LLC 0.40% Reduce -0.8% 3,063 $447K
SageView Advisory Group, LLC 0.02% Add +18.9% 3,046 $444K
Steward Partners Investment Advisory, LLC 0.00% Add +103.6% 3,027 $441K
Aurelius Family Office LLC 0.19% Reduce -7.4% 3,024 $441K
Allegheny Financial Group 0.06% Reduce -6.4% 3,024 $441K
Sowell Financial Services LLC 0.02% Reduce -6.3% 3,021 $440K
Aire Advisors, LLC 0.08% No change 3,012 $439K
Clearstead Advisors, LLC 0.00% Add +8.4% 3,010 $439K
Quadcap Wealth Management, LLC 0.05% No change 3,005 $438K
WealthShield Partners, LLC 0.05% Add +18.4% 2,990 $436K
Sunesis Advisors, LLC 0.20% No change 2,982 $435K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.18% Reduce -11.7% 2,979 $434K
Armbruster Capital Management, Inc. 0.07% No change 2,949 $430K
Duncker Streett & Co. Inc. 0.08% Add +31.4% 2,877 $419K
Vanguard Advisers Inc. 0.00% — 2,876 $419K
Stage Harbor Financial, LLC 0.27% No change 2,844 $415K
Opus Capital Group, LLC 0.04% Reduce -0.2% 2,825 $412K
Tribridge Partners Financial LLC 0.17% No change 2,787 $409K
NewEdge Advisors, LLC 0.00% Reduce -14.9% 2,783 $406K
Prime Capital Investment Advisors, LLC 0.00% No change 2,757 $402K
One Day In July LLC 0.03% Reduce -19.4% 2,752 $401K
Center For Asset Management LLC 0.20% Add +8.0% 2,740 $400K
Evergreen Capital Management LLC 0.01% Add +20.2% 2,691 $392K
AE Wealth Management LLC 0.00% Add +4.2% 2,675 $390K
Independent Financial Group, LLC 0.01% Add +4.0% 2,671 $389K
Lynx Investment Advisory 0.18% New 2,650 $386K
Fiera Capital Corp 0.00% No change 2,644 $385K
Prairiewood Capital, LLC 0.11% No change 2,629 $383K
OneDigital Investment Advisors LLC 0.00% Add +5.5% 2,624 $383K
Essex Financial Services, Inc. 0.02% No change 2,617 $382K
National Bank of Canada 0.00% Add +43.4% 2,599 $379K
Equitable Holdings, Inc. 0.00% Add +21.9% 2,640 $378K
Strategic Investment Solutions, Inc. 0.09% No change 2,594 $378K
First National Trust Co 0.01% Add +42.5% 2,580 $376K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 2,556 $373K
Hexagon Capital Partners LLC 0.05% New 2,550 $372K
Jeppson Wealth Management, LLC 0.12% No change 2,543 $371K
Cim, LLC 0.05% Add +0.1% 2,542 $371K
MorganRosel Wealth Management, LLC 0.15% Reduce -34.5% 2,537 $370K
Westmount Partners, LLC 0.09% No change 2,527 $368K
Balefire, LLC 0.07% Reduce -0.8% 2,503 $365K
Smith Thornton Advisors LLC 0.18% No change 2,500 $364K
Weik Capital Management 0.15% No change 2,500 $364K
Curi Capital, LLC 0.01% New 2,499 $364K
Franklin, Parlapiano, Turner & Welch, LLC 0.09% No change 2,337 $364K
Baker Ellis Asset Management LLC 0.04% No change 2,483 $362K
Capital Investment Advisors, LLC 0.01% Reduce -0.6% 2,437 $355K
Hamilton Wealth, LLC 0.07% No change 2,419 $353K
Pallas Capital Advisors LLC 0.01% Reduce -2.9% 2,409 $351K
Sequent Planning LLC 0.08% Reduce -2.0% 2,390 $348K
Novem Group 0.04% Add +28.0% 2,379 $347K
Vilga Financial Planning LLC 0.31% No change 2,378 $347K
CSM Advisors, LLC 0.01% No change 2,350 $343K
Matisse Capital 0.15% No change 2,337 $341K
UMB Bank, n.a. 0.00% No change 2,320 $338K
Palisades Hudson Asset Management, L.P. 0.13% No change 2,281 $333K
Appleton Partners Inc. 0.02% Reduce -39.8% 2,265 $330K
Firethorn Wealth Partners, LLC 0.12% Add +40.7% 2,255 $329K
Fisher Asset Management 0.00% Reduce -3.6% 2,204 $321K
Fort Washington Investment Advisors Inc. 0.00% Reduce -5.2% 2,183 $318K
Greenspring Advisors, LLC 0.02% Add +7.3% 2,179 $318K
Community Bank, N.A. 0.04% No change 2,168 $316K
Atria Investments, Inc 0.00% Reduce -79.0% 2,135 $311K
Harbour Investments, Inc. 0.00% Add +191.9% 2,102 $306K
First National Bank of Mount Dora, Trust Investment Services 0.07% No change 2,100 $306K
Balboa Wealth Partners 0.05% Reduce -1.7% 2,078 $303K
Dakota Wealth Management 0.01% No change 2,064 $301K
TFB Advisors LLC 0.16% Reduce -30.1% 2,041 $298K
Brooklyn Investment Group 0.01% New 2,039 $297K
CVA Family Office, LLC 0.03% No change 2,028 $296K
Equity Wealth Partners, LLC 0.19% No change 2,004 $292K
Bedel Financial Consulting, Inc. 0.03% No change 2,000 $292K
Insight 2811, Inc. 0.13% No change 1,995 $291K
Advyzon Investment Management, LLC 0.03% New 1,973 $288K
Sovereign Financial Group, Inc. 0.05% New 1,960 $286K
Western Reserve Capital Management, LLC 0.23% Add +7.2% 1,937 $282K
Csenge Advisory Group 0.01% Add +6.2% 1,931 $282K
Capital Advisors Inc. 0.00% Add +0.6% 1,902 $277K
WBH Advisory Inc. 0.02% No change 1,850 $274K
JGP Wealth Management, LLC 0.03% Reduce -16.3% 1,872 $273K
Sterling Wealth Management, Inc. 0.07% Reduce -0.5% 1,870 $273K
Destiny Wealth Partners, LLC 0.03% No change 1,866 $272K
Barclays PLC 0.00% Add +62.6% 1,862 $271K
Black Diamond Financial, LLC 0.03% Add +0.3% 1,854 $270K
Elm Partners Management LLC 0.01% New 1,896 $268K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +7.5% 1,821 $265K
Miller Capital Partners, Inc. 0.13% Add +2.3% 1,806 $263K
Athena Investment Management 0.14% No change 1,800 $262K
Stevens Capital Partners 0.06% Add +24.1% 1,782 $260K
BCO Wealth Management LLC 0.16% No change 1,774 $259K
Joel Isaacson & Co., LLC 0.01% No change 1,742 $254K
Vident Advisory, LLC 0.00% New 1,740 $254K
Per Stirling Capital Management, LLC. 0.03% Add +15.2% 1,736 $253K
Hardin Capital Partners, LLC 0.12% Add +0.2% 1,732 $253K
Avant Financial Advisors LLC 0.18% No change 1,730 $252K
FAS Wealth Partners, Inc. 0.02% Reduce -2.6% 1,724 $251K
Newport Capital Group, LLC 0.15% No change 1,704 $248K
Financially in Tune, LLC 0.21% Reduce -9.6% 1,657 $242K
Pacific Asset Management, LLC 0.13% Reduce -7.6% 1,656 $241K
Sepio Capital, LP 0.01% Add +13.4% 1,650 $241K
Key Financial Inc 0.04% Reduce -0.2% 1,636 $239K
Modern Wealth Management, LLC 0.00% Reduce -1.0% 1,608 $238K
Benjamin Edwards Inc. 0.00% New 1,629 $237K
Argent Trust Co 0.01% No change 1,626 $237K
Apollon Wealth Management, LLC 0.00% Reduce -7.8% 1,588 $232K
Rialto Wealth Management, LLC 0.05% Reduce -0.1% 1,577 $230K
Northwest Wealth Management, LLC 0.03% Reduce -23.4% 1,573 $229K
Silver Oak Advisory Group, Inc. 0.10% Reduce -17.1% 1,572 $229K
SJS Investment Consulting Inc. 0.03% Reduce -1.9% 1,562 $228K
Eagle Bay Advisors LLC 0.20% Reduce -40.7% 1,551 $226K
Single Point Partners, LLC 0.04% No change 1,548 $226K
Aptus Capital Advisors, LLC 0.00% Add +32.1% 1,540 $225K
Signature Estate & Investment Advisors LLC 0.00% New 1,534 $224K
Dynamic Advisor Solutions LLC 0.01% New 1,533 $224K
Prospera Financial Services Inc 0.00% Reduce -17.7% 1,504 $220K
PUREfi Wealth, LLC 0.14% No change 1,505 $219K
Renaissance Group LLC 0.01% New 1,494 $218K
GTS Securities LLC 0.01% Reduce -92.9% 1,482 $216K
Uptick Partners, LLC 0.04% Reduce -0.3% 1,479 $216K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 1,476 $215K
Ellerson Group Inc. 0.14% No change 1,468 $214K
Anderson Hoagland & Co. 0.02% Add +2.3% 1,459 $213K
AdvisorNet Financial, Inc 0.01% Reduce -56.5% 1,457 $212K
Brand Asset Management Group, Inc. 0.06% Reduce -5.0% 1,454 $212K
Mma Asset Management LLC 0.07% New 1,452 $212K
Ellis Investment Partners, LLC 0.04% New 1,448 $211K
May Hill Capital, LLC 0.05% Reduce -4.7% 1,445 $211K
Elmwood Wealth Management, Inc. 0.06% No change 1,429 $208K
North Capital, Inc. 0.18% No change 1,426 $208K
Clark Asset Management, LLC 0.02% No change 1,422 $207K
Parallel Advisors, LLC 0.00% Reduce -0.5% 1,410 $206K
HBK Sorce Advisory LLC 0.00% Reduce -6.1% 1,249 $203K
Everstar Asset Management, LLC 0.11% New 1,390 $203K
City State Bank 0.05% No change 1,381 $201K
GeoWealth Management, LLC 0.01% New 1,374 $200K
Robinswood Financial LLC 0.06% No change 1,345 $196K
Hazlett, Burt & Watson, Inc. 0.06% Add +3742.9% 1,345 $196K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -49.4% 1,176 $184K
Operose Advisors LLC 0.04% Reduce -17.9% 1,253 $183K
CENTRAL TRUST Co 0.00% Reduce -8.5% 1,231 $179K
Pillar Financial Advisors, LLC 0.10% No change 1,209 $176K
Parkside Financial Bank & Trust 0.01% No change 1,187 $173K
Fifth Third Bancorp 0.00% Add +1716.4% 1,108 $162K
Deutsche Bank AG 0.00% Reduce -64.5% 1,084 $158K
Smithfield Trust Co 0.01% No change 1,021 $148K
Roble, Belko & Company, Inc 0.02% Reduce -34.6% 1,011 $147K
Hantz Financial Services, Inc. 0.00% Add +566.0% 999 $146K
Raelipskie Partnership 0.06% Reduce -34.0% 970 $141K
Ashton Thomas Private Wealth, LLC 0.00% New 956 $139K
Rothschild Investment LLC 0.01% No change 907 $132K
Align Financial, LLC 0.07% Reduce -99.3% 900 $131K
Fairway Wealth LLC 0.03% No change 878 $128K
Harbor Investment Advisory, LLC 0.01% Add +60.4% 839 $122K
USA Financial Formulas 0.02% Reduce -13.9% 832 $121K
Russell Investments Group, Ltd. 0.00% Add +42.0% 791 $115K
Sound Income Strategies, LLC 0.01% Reduce -8.6% 752 $111K
Spire Wealth Management 0.00% No change 726 $106K
Strategic Wealth Partners, Ltd. 0.01% Reduce -5.9% 707 $103K
Eastern Bank 0.00% Add +429.1% 582 $85K
Rossby Financial, LCC 0.02% Add +77.6% 563 $83K
IFP Advisors, Inc 0.00% Reduce -54.9% 555 $81K
Wellington Grp LLC 0.02% Reduce -9.5% 516 $75K
TFC Financial Management, Inc. 0.01% No change 515 $75K
Medallion Wealth Advisors, LLC 0.02% Reduce -12.1% 514 $75K
American National Bank & Trust 0.01% No change 500 $73K
Golden State Wealth Management, LLC 0.01% Add +2.9% 468 $68K
Princeton Global Asset Management LLC 0.01% No change 438 $64K
JDM Financial Group LLC 0.02% No change 434 $63K
Capital Advisors, Ltd. LLC 0.01% No change 433 $63K
Howe & Rusling Inc. 0.00% No change 426 $62K
Private Wealth Asset Management, LLC 0.01% New 410 $60K
WealthCollab, LLC 0.02% No change 387 $56K
Cullen/Frost Bankers, Inc. 0.00% Add +6.0% 374 $55K
International Assets Investment Management, LLC 0.00% Reduce -19.9% 350 $52K
Harbor Asset Planning, Inc. 0.04% No change 353 $52K
Barrett & Company, Inc. 0.02% No change 346 $50K
Ascentis Wealth Management, LLC 0.01% Reduce -88.7% 344 $50K
Salem Investment Counselors Inc. 0.00% New 304 $44K
Ancora Advisors LLC 0.00% No change 302 $44K
Financial Perspectives, Inc 0.01% No change 296 $43K
St Germain D J Co. Inc. 0.00% No change 265 $39K
Signature Resources Capital Management, LLC 0.02% No change 246 $36K
Glass Jacobson Investment Advisors llc 0.01% No change 246 $36K
Sunrise Financial Services, LLC 0.03% Add +49.4% 242 $35K
Westside Investment Management, Inc. 0.01% No change 238 $35K
Addison Advisors LLC 0.01% No change 234 $34K
Main Street Group, LTD 0.01% New 230 $34K
DHJJ Financial Advisors, Ltd. 0.01% Add +4.6% 228 $33K
WPG Advisers, LLC 0.02% No change 228 $33K
United Financial Planning Group LLC 0.02% Reduce -6.6% 228 $33K
Blue Trust, Inc. 0.00% Reduce -2.6% 223 $33K
KERR FINANCIAL PLANNING Corp 0.02% Reduce -50.0% 200 $31K
Strive Financial Group ,LLC 0.02% No change 216 $31K
Clearstead Trust, LLC 0.01% No change 210 $31K
Noble Wealth Management PBC 0.01% No change 200 $29K
Accent Capital Management, LLC 0.01% No change 200 $29K
Armstrong Advisory Group, Inc. 0.00% No change 200 $29K
TD Capital Management LLC 0.00% No change 198 $29K
GAMMA Investing LLC 0.00% Reduce -36.8% 192 $28K
Sachetta, LLC 0.01% Add +1.1% 189 $27K
SHP Wealth Management 0.00% No change 187 $27K
Capital Investment Advisory Services, LLC 0.00% Reduce -8.4% 174 $25K
Crewe Advisors LLC 0.00% No change 171 $25K
Bogart Wealth, LLC 0.00% No change 168 $25K
MCF Advisors LLC 0.00% Reduce -16.5% 162 $24K
Gill Capital Partners, LLC 0.01% New 160 $23K
Gables Capital Management Inc. 0.01% No change 152 $22K
Legacy Bridge, LLC 0.01% No change 140 $20K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 139 $20K
Beacon Investment Advisory Services, Inc. 0.00% New 130 $19K
Vanguard National Trust Co 0.00% — 128 $19K
Ulland Investment Advisors, LLC 0.02% No change 125 $18K
Synergy Investment Management, LLC 0.01% New 116 $17K
2UniFi Bank 0.01% Add +38.5% 108 $16K
Ameriflex Group, Inc. 0.01% Add +3.0% 104 $15K
Burk Holdings LLC 0.01% New 99 $14K
Evolution Wealth Management Inc. 0.01% Add +512.5% 98 $14K
Highline Wealth Partners LLC 0.00% No change 94 $14K
Federation des caisses Desjardins du Quebec 0.00% New 90 $13K
Curio Wealth, LLC 0.00% No change 88 $13K
Signature Equity Partners, LLC 0.01% No change 86 $13K
Corsicana & Co. 0.01% No change 105 $12K
Indiana Trust & Investment Management Co 0.00% No change 81 $12K
Hartford Financial Management Inc. 0.00% No change 80 $12K
Evermay Wealth Management LLC 0.00% Reduce -50.0% 75 $11K
Retiremitten Financial LLC 0.01% — 74 $11K
Tradewinds Capital Management, LLC 0.00% No change 73 $11K
First Pacific Financial 0.00% Reduce -2.7% 72 $11K
Avion Wealth 0.00% No change 71 $10K
Cornerstone Planning Group LLC 0.00% No change 62 $10K
Vermillion Wealth Management, Inc. 0.00% Reduce -11.8% 67 $10K
C M Bidwell & Associates Ltd. 0.00% No change 65 $9K
MidFirst Bank 0.00% Reduce -9.7% 65 $9K
MPWM Advisory Solutions, LLC 0.00% Reduce -44.3% 63 $9K
VSM Wealth Advisory, LLC 0.00% No change 60 $9K
WFA of San Diego, LLC 0.01% No change 60 $9K
Peterson Wealth Services 0.00% No change 60 $9K
Key Capital Management, INC 0.01% New 53 $8K
Tidemark, LLC 0.00% Reduce -63.9% 52 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $7K
Activest Wealth Management 0.00% No change 46 $7K
Park Square Financial Group, LLC 0.05% Reduce -83.3% 44 $6K
Networth Advisors, LLC 0.00% No change 44 $6K
Valued Wealth Advisors LLC 0.00% New 44 $6K
Ashton Thomas Securities, LLC 0.00% Add +193.3% 44 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 42 $6K
Coston, McIsaac & Partners 0.00% No change 44 $6K
Brown Brothers Harriman & Co. 0.00% No change 38 $6K
Ankerstar Wealth, LLC 0.01% No change 36 $5K
CGC Financial Services, LLC 0.00% No change 35 $5K
Scarborough Advisors, LLC 0.00% New 29 $4K
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
Abound Wealth Management 0.00% No change 24 $3K
Sunbelt Securities, Inc. 0.00% Reduce -44.2% 24 $3K
Aspect Partners, LLC 0.00% No change 23 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $3K
Hamrick Investment Counsel, llc 0.00% No change 21 $3K
Tower Research Capital LLC (TRC) 0.00% New 21 $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 $3K
HHM Wealth Advisors, LLC 0.00% No change 17 $2K
Basecamp Wealth Advisors LLC 0.00% No change 17 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -33.3% 16 $2K
Quent Capital, LLC 0.00% No change 16 $2K
Financial Gravity Asset Management, Inc. 0.00% No change 15 $2K
Geneos Wealth Management Inc. 0.00% No change 15 $2K
Valley National Advisers Inc. 0.00% No change 14 $2K
McIlrath & Eck, LLC 0.00% No change 13 $2K
Clark Wealth Partners 0.00% New 13 $2K
Aventura Private Wealth, LLC 0.00% No change 12 $2K
Beacon Financial Strategies CORP 0.00% No change 8 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 8 $1K
Ascentis Independent Advisors 0.00% New 8 $1K
HighMark Wealth Management LLC 0.00% Reduce -56.3% 7 $1K
Signaturefd, LLC 0.00% New 6 $875
Rosenberg Matthew Hamilton 0.00% No change 5 $729
Prudent Man Investment Management, Inc. 0.00% No change 4 $574
Silver Grove Financial Group, Inc. 0.00% New 1 $146
TD Private Client Wealth LLC 0.00% No change 1 $78
Tsfg, LLC 0.00% No change 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.