Vanguard Ftse All Wo X-US SCVSSETF

13F holders, Q2 2026 (June 30)
727holders +26
61new positions
32sold out
2famous investors
$155.33avg. 13F price*

At the end of Q2 2026, 727 institutions reported holding Vanguard Ftse All Wo X-US SC (VSS) in their 13F filings, up 26 from Q1 2026. 61 opened new positions and 32 sold out. The largest holders were Empower Advisory Group, LLC ($777.8M), Jones Financial Companies LLLP ($443.4M) and Mason Investment Advisory Services, Inc. ($293.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions61$45.1M
Exits32$92.7M

All 13F filers, Q1 2026 → Q2 2026: 1,848,889 shares bought and 2,073,287 shares sold, net −224,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 727 holders

Empower Advisory Group, LLC 1.86% Add +0.8% 5,041,385 $777.8M
Jones Financial Companies LLLP 0.18% Add +6.6% 2,897,206 $443.4M
Mason Investment Advisory Services, Inc. 11.17% Reduce -0.1% 1,902,746 $293.6M
Natixis Advisors, LLC 0.31% Reduce -1.7% 1,784,720 $275.4M
Bessemer Group Inc. 0.35% Reduce -2.4% 1,656,856 $255.6M
1832 Asset Management L.P. 0.31% Add +11.2% 1,632,044 $251.8M
State of New Jersey Common Pension Fund D 0.80% No change 1,512,875 $233.4M
Assetmark, Inc. 0.27% Add +37.7% 1,022,768 $157.8M
Charles Schwab Investment Management Inc. 0.02% Reduce -7.7% 1,015,203 $156.6M
Bank of New York Mellon Corp 0.02% Reduce -2.6% 792,335 $122.2M
Creative Planning 0.07% Add +6.6% 783,926 $121.0M
Morgan Stanley 0.01% Add +0.1% 766,661 $118.3M
Wit, LLC 1.77% Add +9.3% 719,961 $111.1M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -1.3% 611,851 $94.4M
UBS Group AG 0.01% Reduce -0.9% 517,094 $79.8M
LPL Financial LLC 0.02% Add +1.6% 483,515 $74.6M
Clark Capital Management Group, Inc. 0.38% Reduce -2.0% 449,540 $69.4M
Wells Fargo & Company 0.01% Add +1.6% 411,759 $63.5M
Bank of America Corp. 0.00% Add +9.6% 350,777 $54.1M
Savant Capital, LLC 0.16% Add +103.8% 357,846 $53.8M
Envestnet Asset Management Inc. 0.01% Add +1.3% 338,908 $52.3M
Pathstone Holdings, LLC 0.13% Reduce -18.8% 284,050 $43.8M
Advisory Alpha, LLC 1.07% Reduce -1.2% 283,898 $43.8M
Bank of Montreal 0.02% Reduce -9.7% 283,383 $43.7M
Commonwealth Equity Services, LLC 0.05% Reduce -6.6% 236,988 $36.6M
St. Louis Trust Co 4.14% No change 23,478 $36.2M
Mercer Global Advisors Inc. 0.04% Reduce -11.8% 223,565 $34.5M
Stifel Financial Corp. 0.03% Reduce -0.2% 220,725 $34.1M
Cetera Investment Advisers 0.03% Add +4.2% 217,088 $33.5M
Cerity Partners LLC 0.04% Add +3.7% 213,717 $33.0M
PNC Financial Services Group, Inc. 0.02% Reduce -2.6% 212,812 $32.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.46% Reduce -0.5% 205,418 $31.7M
HighTower Advisors, LLC 0.03% Add +4.3% 194,304 $30.0M
Wedmont Private Capital 0.75% Reduce -1.8% 177,618 $27.5M
Raymond James Financial Inc. 0.01% Add +8.0% 171,374 $26.4M
Apella Capital, LLC 0.37% Add +1.6% 170,488 $26.2M
Galvin, Gaustad & Stein, LLC 1.96% Reduce -5.6% 169,612 $26.2M
Royal Bank of Canada 0.00% Reduce -7.5% 165,467 $25.5M
Vontobel Holding Ltd. 0.09% Add +3.1% 165,000 $25.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -30.1% 81,397 $24.3M
JPMorgan Chase & Co. 0.00% Add +1.6% 139,872 $21.5M
Mather Group, Llc. 0.18% Reduce -0.3% 135,927 $21.0M
Portland Global Advisors LLC 1.83% Add +0.8% 124,832 $19.3M
Rwa Wealth Partners, LLC 0.18% Add +0.4% 120,040 $18.5M
Osaic Holdings, Inc. 0.02% Add +11.3% 119,118 $18.4M
MilWealth Group LLC 3.89% Add +0.5% 118,364 $18.3M
BlueSky Wealth Advisors, LLC 2.04% Add +13.6% 113,969 $17.6M
Partners in Financial Planning 2.46% Reduce -0.5% 105,235 $16.2M
Redwood Investment Management, LLC 1.53% Reduce -1.1% 100,174 $15.5M
Ameriprise Financial Inc. 0.00% Add +3.4% 95,521 $14.7M
Aspiriant, LLC 0.36% Add +1.7% 94,513 $14.6M
N.E.W. Advisory Services LLC 0.92% Add +4.6% 89,587 $13.8M
Family CFO Inc 4.93% Add +0.1% 82,953 $12.8M
Coldstream Capital Management Inc. 0.16% Reduce -1.4% 82,340 $12.7M
Causeway Capital Management LLC 0.14% Reduce -21.9% 80,907 $12.5M
Modera Wealth Management, LLC 0.13% Add +0.0% 80,798 $12.5M
Strategic Financial Planning, Inc. 6.28% New 78,172 $12.0M
Columbus Macro, LLC 1.14% Reduce -2.0% 75,961 $11.7M
Texas Yale Capital Corp. 0.25% Reduce -0.2% 75,705 $11.7M
25 LLC 3.16% Reduce -0.6% 74,838 $11.5M
Discipline Wealth Solutions, LLC 0.99% Add +30.3% 73,774 $11.4M
Beacon Pointe Advisors, LLC 0.05% Add +0.7% 72,368 $11.2M
IFG Advisors, LLC 1.50% Add +0.0% 70,424 $10.9M
Presilium Private Wealth, LLC 1.66% Reduce -0.8% 70,266 $10.8M
Whitaker-Myers Wealth Managers, LTD. 1.81% Add +3.0% 70,063 $10.8M
Valmark Advisers, Inc. 0.11% Reduce -6.7% 68,442 $10.6M
Kingsview Wealth Management, LLC 0.13% Add +7.4% 68,320 $10.5M
Voya Financial Advisors, Inc. 0.92% Add +95.7% 67,996 $10.5M
Corient Private Wealth LP 0.01% Reduce -75.4% 67,500 $10.4M
Grove Street Fiduciary, LLC 4.38% Reduce -1.2% 67,205 $10.4M
FMR LLC 0.00% Add +33.6% 66,974 $10.3M
Newton One Investments LLC 2.59% Reduce -0.8% 66,693 $10.3M
Beaird Harris Wealth Management, LLC 0.64% Reduce -2.0% 66,466 $10.3M
Maltin Wealth Management, Inc. 3.42% Add +5.5% 66,359 $10.2M
Peapack Gladstone Financial Corp. 0.12% Reduce -0.9% 65,752 $10.1M
Atlas Capital Advisors Inc. 1.10% Reduce -13.0% 64,913 $10.0M
Mariner, LLC 0.01% Add +6.0% 64,663 $10.0M
Twelve Points Wealth Management LLC 2.00% Add +11.2% 64,646 $10.0M
RTD Financial Advisors, Inc. 1.08% Reduce -1.8% 64,256 $9.9M
Cutler Investment Counsel LLC 0.93% Add +2.9% 63,978 $9.9M
Johnson Financial Group, LLC 0.53% Reduce -5.7% 63,816 $9.8M
MAI Capital Management 0.04% Add +0.5% 63,295 $9.8M
Checchi Capital Advisers, LLC 0.61% Reduce -0.7% 62,395 $9.6M
Baird Financial Group, Inc. 0.01% Reduce -1.8% 61,358 $9.5M
Rockefeller Capital Management L.P. 0.01% Add +0.8% 60,549 $9.3M
Brooklyn FI, LLC 1.68% Reduce -1.4% 60,312 $9.2M
Bleakley Financial Group, LLC 0.11% Add +69.0% 55,139 $8.5M
Farther Finance Advisors, LLC 0.07% Add +9.7% 54,546 $8.4M
Focus Partners Wealth 0.01% Reduce -0.5% 51,669 $8.0M
E&R Wealth Management, LLC 6.59% Add +9.7% 50,360 $7.8M
Brickley Wealth Management 1.11% New 49,945 $7.7M
Noble Family Wealth, LLC 1.34% Add +15.5% 48,603 $7.5M
Gladwyn Financial Advisors, Inc. 4.69% Add +1.4% 48,568 $7.5M
Atmos Advisory, LLC 3.90% Add +1.8% 48,358 $7.5M
Quantum Capital Management, LLC / NJ 0.93% Reduce -1.4% 47,826 $7.4M
BlackRock, Inc. 0.00% Add +47.2% 47,746 $7.4M
IMA Advisory Services, Inc. 0.46% Reduce -45.6% 47,588 $7.3M
Avior Wealth Management, LLC 0.19% Reduce -4.1% 46,689 $7.2M
Alliancebernstein L.P. 0.00% Add +97.5% 49,241 $7.2M
Cambria Investment Management, L.P. 0.35% Reduce -35.0% 45,219 $7.0M
Boston Standard Wealth Management, LLC 0.99% Reduce -3.3% 44,087 $6.8M
Principal Securities, Inc. 0.08% Reduce -1.0% 43,690 $6.7M
Focus Partners Advisor Solutions, LLC 0.06% Add +28.8% 43,583 $6.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.8% 43,400 $6.7M
Sequoia Financial Advisors, LLC 0.03% Reduce -2.4% 43,099 $6.6M
Tanager Wealth Management LLP 0.58% Reduce -4.7% 42,809 $6.6M
Sage Financial Management Group, Inc. 1.81% Add +2.8% 42,746 $6.6M
Phillip James Consulting Co. 4.31% New 41,789 $6.4M
Flower City Capital 2.79% Reduce -1.3% 41,063 $6.3M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -12.8% 40,769 $6.3M
Strategic Investment Advisors / MI 0.38% Add +17.7% 40,614 $6.3M
Moller Wealth Partners 1.13% Add +2.3% 40,487 $6.2M
Sage Rhino Capital LLC 1.02% Add +3.0% 40,384 $6.2M
AdvisorNet Financial, Inc 0.28% Add +2601.1% 39,355 $6.1M
Obsido Oy 3.23% Add +1.9% 39,135 $6.0M
Colony Family Offices, LLC 1.30% Reduce -3.3% 38,475 $5.9M
Janney Montgomery Scott LLC 0.01% Add +0.9% 38,321 $5.9M
Commerce Bank 0.03% Add +12.3% 38,182 $5.9M
AQR Capital Management 0.00% Add +15.0% 38,004 $5.9M
GFS Advisors, LLC 0.62% Reduce -16.4% 29,016 $5.8M
Viewpoint Capital Management LLC 2.88% Reduce -3.9% 36,706 $5.7M
Fusion Family Wealth, LLC 0.37% Reduce -4.6% 36,104 $5.6M
SBI Securities Co., Ltd. 0.13% Add +1.0% 35,885 $5.5M
First Horizon Corp. 0.21% Add +1.7% 35,745 $5.5M
Landmark Wealth Management, LLC 1.31% Add +2.0% 35,565 $5.5M
Lam Group, Inc. 2.71% Reduce -0.3% 35,380 $5.5M
Nwam LLC 0.26% Add +3.4% 34,344 $5.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 4.01% Add +1.0% 33,046 $5.1M
Womack Financial LLC 3.35% Add +0.1% 32,798 $5.1M
Aletheian Wealth Advisors LLC 2.14% Add +0.7% 32,550 $5.0M
Vawter Financial, Ltd. 1.86% Reduce -2.3% 32,020 $4.9M
Tobias Financial Advisors, Inc. 0.62% Reduce -2.9% 31,747 $4.9M
Tortoise Investment Management, LLC 0.36% Reduce -3.0% 30,905 $4.8M
MML Investors Services, LLC 0.01% Add +18.0% 30,695 $4.7M
Regal Investment Advisors LLC 0.25% Reduce -1.0% 30,650 $4.7M
Perigon Wealth Management, LLC 0.07% Add +2.0% 30,297 $4.7M
Great Lakes Advisors, LLC 0.04% Add +3.5% 30,255 $4.7M
Fiduciary Advisors, Inc. 3.08% Add +7.5% 29,652 $4.6M
Causey Wealth LLC 1.79% Reduce -2.2% 29,643 $4.6M
Lido Advisors, LLC 0.02% Reduce -64.6% 29,614 $4.6M
Lynx Investment Advisory 1.49% Add +1011.5% 29,455 $4.5M
Kohmann Bosshard Financial Services, LLC 0.37% Reduce -0.1% 28,631 $4.4M
Haverford Trust Co 0.04% Reduce -0.1% 28,459 $4.4M
Twin Focus Capital Partners, LLC 0.44% Add +0.0% 28,289 $4.4M
Center for Financial Planning, Inc. 0.41% Reduce -1.2% 28,194 $4.4M
Walkner Condon Financial Advisors LLC 0.50% Add +6.0% 28,049 $4.3M
Rebalance, LLC 0.23% Add +0.1% 27,900 $4.3M
SWAN Capital LLC 1.46% Reduce -12.7% 27,713 $4.3M
Symmetry Partners, LLC 0.22% Add +0.7% 27,479 $4.2M
Creative Financial Designs Inc. 0.20% Reduce -0.6% 27,408 $4.2M
Certified Advisory Corp 0.34% Add +1.0% 27,031 $4.2M
LPWM LLC 0.92% Add +3.9% 26,742 $4.1M
Broussard Financial Group LLC 3.30% Add +741.9% 26,713 $4.1M
Horizon Financial Services, LLC 1.52% Add +3.9% 25,712 $4.0M
Eclectic Associates Inc. 0.45% Reduce -0.0% 25,683 $4.0M
Sanctuary Advisors, LLC 0.02% Add +58.6% 25,597 $3.9M
Goldman Sachs Group Inc. 0.00% Reduce -82.6% 25,224 $3.9M
Evanson Financial, LLC 0.19% — 24,698 $3.8M
Cornerstone Wealth Advisors, Inc. 0.78% Reduce -0.6% 24,185 $3.7M
Factor Wealth Management LTD 0.55% Reduce -25.6% 23,492 $3.6M
Harpswell Capital Advisors, LLC 2.31% Add +29.2% 23,375 $3.6M
Arbor Wealth Advisors LLC 2.19% No change 23,214 $3.6M
Aberdeen Wealth Management LLC 1.71% Reduce -4.2% 23,136 $3.6M
Fiducient Advisors LLC 0.51% New 23,054 $3.6M
Midwest Financial Partners Investments, Inc. 1.46% Add +20.3% 22,724 $3.5M
O'shaughnessy Asset Management, LLC 0.02% Add +0.4% 22,709 $3.5M
Bear Mountain Capital, Inc. 1.01% No change 22,754 $3.5M
FDx Advisors, Inc. 1.05% Reduce -6.4% 22,521 $3.5M
Victory Capital Management Inc. 0.00% Reduce -84.4% 22,516 $3.5M
Truist Financial Corp. 0.00% Add +150.3% 22,074 $3.4M
Tectonic Advisors LLC 0.16% Add +2.3% 21,945 $3.4M
Compound Planning, Inc. 0.09% Reduce -4.0% 21,906 $3.4M
Simplicity Wealth,LLC 0.11% Add +38.6% 21,796 $3.4M
CoreFirst Bank & Trust 1.65% Add +10.2% 21,549 $3.3M
TD Waterhouse Canada Inc. 0.01% Add +459.6% 21,135 $3.3M
DAVENPORT & Co LLC 0.02% Add +2.1% 20,928 $3.2M
Uptown Financial Advisors LLC 2.36% Add +1.4% 20,899 $3.2M
Mission Wealth Management, LP 0.04% Add +6.4% 18,936 $2.9M
HB Wealth Management, LLC 0.02% Add +159.7% 18,909 $2.9M
Patriot Investment Management Group, Inc. 0.17% Reduce -0.7% 18,498 $2.9M
Family Wealth Partners, LLC 0.87% Reduce -0.8% 18,431 $2.8M
Upper Left Wealth Management, LLC 1.57% Add +2.8% 18,308 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.8% 18,009 $2.8M
Citigroup Inc. 0.00% Add +83.1% 17,909 $2.8M
Falcon Wealth Planning 0.17% Reduce -2.1% 17,498 $2.7M
Kestra Advisory Services, LLC 0.01% Reduce -5.6% 17,368 $2.7M
Livet Wealth, LLC 1.54% Reduce -1.1% 17,317 $2.7M
Great Valley Advisor Group, Inc. 0.04% Reduce -9.1% 17,275 $2.7M
Diversify Advisory Services, LLC 0.04% New 17,629 $2.7M
Diversify Wealth Management, LLC 0.04% Reduce -5.8% 17,629 $2.7M
IFC & Insurance Marketing, Inc. 2.32% Add +7.7% 17,082 $2.6M
Integrated Wealth Concepts LLC 0.02% Reduce -3.0% 16,983 $2.6M
Quantinno Capital Management LP 0.00% Add +23.3% 16,709 $2.6M
Summit Financial Strategies, Inc. 0.18% Add +11.2% 16,705 $2.6M
Valtinson Bruner Financial Planning LLC 0.64% Add +5.3% 16,626 $2.6M
Turtle Creek Wealth Advisors, LLC 0.14% New 16,600 $2.6M
Integrity Wealth Solutions LLC 0.94% Add +0.3% 16,549 $2.6M
Summit Financial, LLC 0.03% Reduce -1.1% 16,233 $2.5M
Mgo One Seven LLC 0.04% Add +11.6% 16,221 $2.5M
Allegiance Financial Group Advisory Services LLC 0.43% Reduce -9.5% 16,156 $2.5M
Traveka Wealth, LLC 0.80% Reduce -0.1% 15,597 $2.4M
Simon Quick Advisors, LLC 0.10% Add +0.1% 15,349 $2.4M
Sincerus Advisory, LLC 1.56% Add +1.8% 14,868 $2.3M
Northern Trust Corp. 0.00% Add +16.0% 14,858 $2.3M
Cassaday & Co Wealth Management LLC 0.04% No change 14,814 $2.3M
HUB Investment Partners, LLC 0.04% Add +3.0% 14,614 $2.3M
Savvy Advisors, Inc. 0.05% Reduce -10.2% 14,510 $2.2M
Intergy Private Wealth, LLC 0.51% Add +1.7% 14,421 $2.2M
Root Financial Partners, LLC 0.09% Add +15.7% 14,171 $2.2M
Captrust Financial Advisors 0.00% Add +0.7% 14,056 $2.2M
Atlanta Consulting Group Advisors, LLC 0.34% No change 14,004 $2.2M
CIBC Bancorp USA Inc. 0.00% Reduce -12.6% 13,919 $2.2M
Compass Ion Advisors, LLC 0.18% Reduce -2.8% 13,887 $2.1M
PDS Planning, Inc 0.12% Add +0.3% 13,819 $2.1M
Level Financial Advisors 0.47% Reduce -1.9% 13,712 $2.1M
Cassilly Financial Group LLC 1.53% Add +0.3% 13,623 $2.1M
Procyon Advisors, LLC 0.09% Reduce -0.1% 13,447 $2.1M
Gibraltar Capital Management, Inc. 0.32% Add +0.2% 13,205 $2.0M
Payne Capital Management, LLC 0.54% Reduce -2.0% 13,202 $2.0M
SVB Wealth LLC 0.13% Reduce -8.4% 13,157 $2.0M
Park Avenue Securities LLC 0.01% Add +1.8% 13,142 $2.0M
Red Wave Investments LLC 0.52% No change 13,143 $2.0M
Foundation Wealth Management, LLC\PA 0.61% Reduce -7.9% 13,027 $2.0M
Intrust Bank NA 0.14% Add +2.5% 12,734 $2.0M
GHP Investment Advisors, Inc. 0.07% Reduce -1.1% 12,606 $1.9M
Waverly Advisors, LLC 0.01% Reduce -2.9% 12,404 $1.9M
Silverlake Wealth Management LLC 0.36% Reduce -1.6% 12,359 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -79.1% 12,245 $1.9M
Advisory Services Network, LLC 0.02% Add +0.6% 12,126 $1.9M
Bell Investment Advisors, Inc 0.27% Add +0.2% 11,982 $1.8M
Brown Advisory Inc. 0.00% Add +1.2% 11,827 $1.8M
Empowered Funds, LLC 0.01% Add +62.8% 11,774 $1.8M
Capital Analysts, LLC 0.04% Reduce -2.5% 11,632 $1.8M
LFG Wealth Partners, LLC 0.84% Add +16.6% 11,622 $1.8M
Cushing Capital Partners, LLC 1.23% Reduce -8.1% 11,584 $1.8M
Elevate Wealth Advisory, Inc. 1.00% Add +1.1% 11,386 $1.8M
Jane Street Group, LLC 0.00% Reduce -93.7% 11,371 $1.8M
EP Wealth Advisors, LLC 0.01% Add +2.9% 11,169 $1.7M
Vise Technologies, Inc. 0.02% Add +57.0% 11,123 $1.7M
Jacobs Equity LLC 1.16% Reduce -14.2% 10,900 $1.7M
Congress Asset Management Co. 0.01% Reduce -4.5% 10,886 $1.7M
Praetorian Wealth Management, Inc. 0.28% Reduce -0.3% 10,652 $1.6M
Qube Research & Technologies Ltd 0.00% Reduce -60.6% 10,512 $1.6M
Pinnacle Associates Ltd. 0.02% Reduce -2.4% 10,378 $1.6M
Welch & Forbes LLC 0.02% Reduce -0.1% 10,325 $1.6M
Atria Investments, Inc 0.02% Add +376.2% 10,167 $1.6M
Vance Wealth, LLC 0.35% Reduce -1.3% 10,064 $1.6M
Naples Global Advisors, LLC 0.10% Add +2.8% 10,043 $1.5M
Asset Dedication, LLC 0.10% Add +0.7% 9,973 $1.5M
Cherry Tree Wealth Management, LLC 0.29% Reduce -0.9% 9,820 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.0% 9,822 $1.5M
CoreCap Advisors, LLC 0.04% Reduce -1.3% 9,781 $1.5M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -25.9% 9,560 $1.5M
Glaxis Capital Management, LLC 2.96% No change 17,604 $1.5M
AlphaCore Capital LLC 0.03% Add +26.3% 9,454 $1.5M
Alpha Financial Advisors, LLC 0.40% Reduce -2.0% 9,399 $1.5M
Zhang Financial LLC 0.04% Reduce -10.7% 9,389 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -0.2% 9,288 $1.4M
Ballentine Partners, LLC 0.02% No change 9,212 $1.4M
Mittelman Wealth Management 0.91% Reduce -82.9% 2,583 $1.4M
Minot DeBlois Advisors LLC 1.18% Reduce -0.9% 8,905 $1.4M
William Mack & Associates, Inc. 0.48% Add +24.1% 8,879 $1.4M
Titleist Asset Management, LLC 0.09% Add +14.9% 8,775 $1.4M
Silver Oak Securities, Incorporated 0.08% Reduce -0.2% 8,771 $1.4M
Golden Bell Financial Planning LLC 0.99% Reduce -5.0% 8,740 $1.3M
Paragon Capital Management Ltd 0.25% No change 8,658 $1.3M
TCI Wealth Advisors, Inc. 0.06% Add +2.4% 8,638 $1.3M
Harbour Capital Advisors, LLC 0.24% Reduce -3.4% 8,578 $1.3M
Larson Financial Group LLC 0.04% Add +2.0% 8,593 $1.3M
Ascent Group, LLC 0.04% Add +1.5% 8,496 $1.3M
Ritholtz Wealth Management 0.02% Add +5.1% 8,484 $1.3M
Institute for Wealth Management, LLC. 0.12% No change 8,457 $1.3M
Canandaigua National Bank & Trust Co. 0.11% — 8,341 $1.3M
Johnson Financial Group, Inc. 0.04% Reduce -0.9% 8,235 $1.3M
Colorado Capital Management, Inc. 0.43% Reduce -5.6% 8,195 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Add +6.1% 8,188 $1.3M
PW Advisors, LLC \ FL 0.83% Reduce -16.6% 8,064 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -0.1% 8,020 $1.2M
Gateway Wealth Partners, LLC 0.07% Add +9.9% 7,977 $1.2M
Morton Brown Family Wealth, LLC 0.28% No change 7,976 $1.2M
Composition Wealth, LLC 0.01% Add +23.0% 7,970 $1.2M
JDH Wealth Management, LLC 0.75% No change 7,936 $1.2M
Pure Financial Advisors, LLC 0.02% Reduce -4.8% 7,877 $1.2M
SilverOak Wealth Management LLC 0.15% Add +5.0% 7,707 $1.2M
Keybank National Association 0.00% Reduce -0.5% 7,623 $1.2M
Asset Allocation Strategies LLC 0.18% Add +9.6% 7,587 $1.2M
Granville Capital, Inc. 0.52% Add +0.4% 7,539 $1.2M
Range Advisory, LLC 0.14% Add +25.3% 7,483 $1.2M
Pinnacle Financial Group, LLC / IL 0.28% Add +6.8% 7,458 $1.2M
Sachem Hill LLC 0.20% Reduce -2.1% 7,373 $1.1M
Wealthspire Advisors, LLC 0.01% Add +44.7% 7,321 $1.1M
Private Advisor Group, LLC 0.01% Add +46.2% 7,197 $1.1M
McLean Asset Management Corp 0.15% Reduce -8.2% 7,376 $1.1M
Encompass Wealth Advisors, LLC 0.33% Reduce -0.2% 7,074 $1.1M
Arax Advisory Partners 0.01% Reduce -9.4% 7,006 $1.1M
Halbert Hargrove Global Advisors, LLC 0.05% Reduce -1.3% 6,948 $1.1M
Everhart Financial Group, Inc. 0.07% Reduce -21.4% 6,861 $1.1M
SGL Investment Advisors, Inc. 0.37% Add +14.7% 6,668 $1.1M
Tocqueville Asset Management L.P. 0.01% No change 6,838 $1.1M
Betterment LLC 0.00% Add +11.5% 6,601 $1.0M
Essential Partners LLC 0.47% Add +23.0% 6,541 $1.0M
Obsidian Cio, LLC 0.75% Reduce -4.9% 6,526 $1.0M
Jackson Thornton Wealth Management, LLC 0.08% Add +0.1% 6,309 $973K
LRI Investments, LLC 0.08% No change 6,307 $973K
J.W. Cole Advisors, Inc. 0.02% New 6,245 $964K
Brighton Jones LLC 0.02% Reduce -2.1% 6,240 $963K
Cardiff Park Advisors, LLC 0.07% Reduce -78.4% 6,159 $950K
Bailard, Inc. 0.02% No change 6,022 $929K
Warner Financial, Inc. 0.27% Add +3.0% 6,005 $927K
Anchor Investment Management, LLC 0.07% Add +18.5% 5,921 $914K
Blair William & Co. 0.00% Reduce -2.1% 5,910 $912K
Merit Financial Group, LLC 0.01% Reduce -1.1% 5,842 $901K
Cibc World Market Inc. 0.00% Add +10.4% 5,826 $899K
Liberty Capital Management, Inc. 0.15% — 5,785 $893K
Columbia River Financial Group, LLC 0.48% Reduce -17.6% 5,762 $889K
World Investment Advisors 0.01% Reduce -0.8% 5,945 $870K
BWM Planning, LLC 0.20% No change 5,618 $867K
Life Planning Partners, Inc 0.63% Reduce -15.8% 5,522 $852K
Compass Financial Management LLC 0.10% — 5,477 $851K
IAG Wealth Partners, LLC 0.08% No change 5,510 $850K
United Capital Financial Advisors, LLC 0.00% Reduce -8.8% 5,477 $845K
Arkadios Wealth Advisors 0.01% Reduce -6.0% 5,445 $840K
Camelot Portfolios, LLC 0.59% Reduce -1.4% 5,398 $833K
JMN Financial LLC 0.65% Add +0.9% 5,396 $833K
Choreo, LLC 0.01% Reduce -0.1% 5,378 $830K
Moneta Group Investment Advisors LLC 0.01% Reduce -0.1% 5,361 $827K
SouthState Bank Corp 0.03% No change 5,326 $822K
FSM Wealth Advisors, LLC 0.09% Add +0.9% 5,324 $821K
Cary Street Partners Financial LLC 0.02% Reduce -3.3% 5,308 $819K
Investment Partners, LTD. 0.26% Reduce -2.8% 5,293 $817K
&partners 0.00% Add +5.5% 5,265 $812K
EverSource Wealth Advisors, LLC 0.03% Reduce -49.1% 5,264 $812K
Ridgewood Investments LLC 0.30% Add +6.1% 5,235 $808K
Yoffe Investment Management, LLC 0.92% No change 5,212 $804K
Rockbridge Investment Management, LCC 0.07% Reduce -0.8% 5,204 $803K
Breakwater Capital Group 0.10% Reduce -0.8% 5,163 $797K
Global Retirement Partners, LLC 0.01% — 5,160 $796K
Beckerman Institutional, LLC 0.38% No change 5,139 $793K
Patten Group, Inc. 0.12% Add +15.2% 5,119 $790K
M&T Bank Corp 0.00% No change 5,055 $780K
Private Trust Co. NA 0.06% Add +0.2% 4,941 $762K
Facet Wealth, Inc. 0.01% Reduce -2.0% 4,928 $760K
Orion Porfolio Solutions, LLC 0.01% Add +4.1% 4,860 $750K
Eagle Strategies LLC 0.07% Add +2.4% 4,854 $749K
Sentinel Trust Co. Lba 0.07% Reduce -0.3% 4,833 $746K
Windward Private Wealth Management Inc. 0.24% Reduce -13.4% 4,822 $744K
Pension & Wealth Management Advisors, Inc. 0.20% Add +0.0% 4,788 $739K
Trust Co. of Vermont 0.03% — 4,682 $722K
Whittier Trust Co. 0.01% No change 4,535 $711K
BCS Wealth Management 0.13% Add +16.4% 4,588 $708K
Kestra Private Wealth Services, LLC 0.01% Reduce -1.6% 4,563 $704K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +10.3% 4,496 $694K
Evergreen Wealth Management, LLC 0.32% Reduce -1.4% 4,477 $691K
Lodestone Wealth Management LLC 0.24% No change 4,360 $673K
Clearstead Advisors, LLC 0.01% Add +43.0% 4,305 $664K
Carson Advisory Inc. 0.30% Add +3.6% 4,299 $663K
Dunhill Financial, LLC 0.14% Reduce -8.8% 4,290 $662K
Trust Co of the South 0.09% No change 4,270 $659K
Concurrent Investment Advisors, LLC 0.01% New 4,265 $658K
Advocate Investing Services LLC 0.51% Add +0.0% 4,255 $657K
Uptick Partners, LLC 0.10% Add +185.8% 4,227 $652K
Transamerica Financial Advisors, LLC 0.05% Reduce -6.4% 4,138 $638K
Mutual Advisors, LLC 0.01% Add +7.5% 4,130 $637K
Frazier Financial Advisors, LLC 0.32% Reduce -0.1% 4,121 $636K
Allworth Financial LP 0.00% Reduce -9.3% 4,105 $633K
Scotia Capital Inc. 0.00% Add +0.2% 4,035 $623K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.1% 4,017 $620K
180 Wealth Advisors, LLC 0.06% Add +3.4% 4,005 $618K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.34% New 8,703 $616K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +9.3% 3,969 $612K
Wedbush Securities Inc. 0.02% Add +1.1% 3,921 $605K
Chicago Partners Investment Group LLC 0.01% Add +8.4% 3,991 $601K
Glenmede Trust Co. NA 0.00% Reduce -2.5% 3,886 $600K
TAGStone Capital, Inc. 0.19% Add +0.5% 3,881 $599K
US Bancorp \de 0.00% Reduce -14.0% 3,835 $592K
Optimist Retirement Group LLC 0.23% Reduce -1.9% 3,828 $591K
PAX Financial Group, LLC 0.09% Add +0.1% 3,803 $587K
Soltis Investment Advisors LLC 0.03% Reduce -1.4% 3,771 $582K
Altiora Financial Group, LLC 0.09% No change 3,748 $578K
OneAscent Financial Services LLC 0.03% Reduce -6.4% 3,734 $576K
Maimon Wealth Management LTD. 0.44% No change 3,730 $576K
Sovereign Financial Group, Inc. 0.09% Add +89.2% 3,708 $572K
Bahl & Gaynor LLC 0.00% No change 3,705 $572K
Summit Wealth Group LLC / Co. 0.05% Reduce -0.2% 3,679 $568K
Smartleaf Asset Management LLC 0.02% No change 3,636 $559K
Old National Bancorp 0.01% No change 3,611 $557K
Steward Partners Investment Advisory, LLC 0.00% Add +18.8% 3,596 $555K
Klingman & Associates, LLC 0.02% No change 3,583 $553K
Midwest Trust Co 0.01% Reduce -0.9% 3,583 $553K
Richardson Financial Services Inc. 0.31% Reduce -0.4% 3,507 $541K
First Citizens Bank & Trust Co. 0.01% Reduce -4.2% 3,507 $541K
Shufro Rose & Co. LLC 0.03% Reduce -6.7% 3,483 $537K
Nuveen, LLC 0.00% New 3,479 $537K
Stratos Wealth Partners, LTD. 0.01% Reduce -15.9% 3,451 $533K
Farnam Financial LLC 0.39% Add +2.2% 3,452 $533K
Flputnam Investment Management Co. 0.01% No change 3,440 $531K
Comprehensive Money Management Services LLC 0.33% Add +0.8% 3,439 $531K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -7.0% 3,416 $527K
Stephens Inc. 0.01% Add +0.5% 3,400 $525K
Clarity Capital Advisors, LLC 0.22% Add +0.3% 3,355 $518K
Avidian Wealth Enterprises, LLC 0.01% Reduce -2.8% 3,324 $513K
Prosperity Planning, Inc. 0.16% Reduce -1.8% 3,308 $510K
Valeo Financial Advisors, LLC 0.01% Add +0.2% 3,304 $510K
National Bank of Canada 0.00% Add +25.5% 3,262 $503K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,251 $502K
Regions Financial Corp. 0.00% No change 3,240 $500K
CreativeOne Wealth, LLC 0.01% Reduce -6.7% 3,217 $496K
Red Door Wealth Management, LLC 0.05% No change 3,207 $495K
Wealthfront Advisers LLC 0.00% Reduce -3.2% 3,195 $493K
HRT Financial LP 0.00% Reduce -61.7% 3,184 $491K
AE Wealth Management LLC 0.00% Add +17.6% 3,147 $486K
Johnson Investment Counsel Inc. 0.00% Reduce -3.2% 3,142 $485K
Anson Capital, Inc. 0.31% Reduce -5.3% 3,137 $484K
Independent Financial Group, LLC 0.01% Add +17.2% 3,131 $483K
NewEdge Advisors, LLC 0.00% Add +10.3% 3,071 $474K
Sowell Financial Services LLC 0.02% Add +1.6% 3,068 $473K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +2.0% 3,039 $469K
Clarion Wealth Managment Partners, LLC 0.38% Reduce -1.2% 3,025 $467K
Aire Advisors, LLC 0.08% Add +0.0% 3,013 $465K
Aurelius Family Office LLC 0.18% Reduce -0.6% 3,005 $464K
Quadcap Wealth Management, LLC 0.05% No change 3,005 $464K
Maryland Capital Advisors Inc. 0.15% — 2,997 $462K
Sunesis Advisors, LLC 0.19% No change 2,982 $460K
Cresset Asset Management, LLC 0.00% Reduce -8.1% 2,978 $459K
Vanguard Advisers Inc. 0.00% Add +3.3% 2,971 $458K
Armbruster Capital Management, Inc. 0.07% No change 2,949 $455K
Raffa Wealth Management, LLC 0.06% Add +10260.7% 2,901 $448K
Duncker Streett & Co. Inc. 0.08% Add +0.5% 2,891 $446K
Center For Asset Management LLC 0.20% Add +4.2% 2,856 $441K
Stage Harbor Financial, LLC 0.25% No change 2,844 $439K
Hardin Capital Partners, LLC 0.20% Add +63.7% 2,836 $438K
CGN Advisors LLC 0.03% Reduce -8.3% 2,832 $437K
MorganRosel Wealth Management, LLC 0.15% Add +11.5% 2,829 $436K
Opus Capital Group, LLC 0.04% Reduce -0.6% 2,807 $433K
Pallas Capital Advisors LLC 0.01% Add +15.1% 2,772 $428K
Novem Group 0.04% Add +16.4% 2,769 $427K
Nepc LLC 0.01% Reduce -74.6% 2,768 $427K
Prime Capital Investment Advisors, LLC 0.00% No change 2,757 $425K
Moisand Fitzgerald Tamayo, LLC 0.04% Add +7.5% 2,747 $424K
Evergreen Capital Management LLC 0.01% Add +2.0% 2,746 $424K
Firethorn Wealth Partners, LLC 0.14% Add +21.1% 2,731 $421K
Tribridge Partners Financial LLC 0.17% No change 2,787 $421K
Fiera Capital Corp 0.00% No change 2,644 $408K
Prairiewood Capital, LLC 0.11% No change 2,629 $406K
Essex Financial Services, Inc. 0.02% No change 2,617 $404K
Ieq Capital, LLC 0.00% New 2,617 $404K
Strategic Investment Solutions, Inc. 0.09% Add +0.6% 2,609 $403K
SageView Advisory Group, LLC 0.01% Reduce -14.8% 2,596 $400K
Equitable Holdings, Inc. 0.00% Reduce -1.7% 2,594 $400K
First National Trust Co 0.01% No change 2,580 $398K
Hexagon Capital Partners LLC 0.06% Add +0.0% 2,551 $394K
Jeppson Wealth Management, LLC 0.12% Add +0.3% 2,550 $393K
Cim, LLC 0.05% Add +0.2% 2,548 $393K
Ameritas Advisory Services, LLC 0.01% Reduce -59.3% 2,547 $393K
Westmount Partners, LLC 0.09% No change 2,527 $390K
Squarepoint Ops LLC 0.00% Reduce -32.9% 2,510 $387K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +69.7% 2,504 $386K
Weik Capital Management 0.15% No change 2,500 $386K
Coppell Advisory Solutions LLC 0.03% New 520 $385K
Baker Ellis Asset Management LLC 0.04% No change 2,483 $383K
Veratis Advisors, Inc. 0.27% — 2,473 $382K
Smith Thornton Advisors LLC 0.17% No change 2,500 $380K
WealthShield Partners, LLC 0.06% Reduce -17.9% 2,454 $379K
Capital Investment Advisors, LLC 0.00% Reduce -0.3% 2,430 $375K
Hamilton Wealth, LLC 0.07% No change 2,419 $373K
One Day In July LLC 0.03% Reduce -12.3% 2,413 $372K
Balefire, LLC 0.06% Reduce -4.1% 2,400 $370K
McAdam, LLC 0.01% Reduce -37.0% 2,392 $369K
Vilga Financial Planning LLC 0.28% No change 2,378 $367K
Hazlett, Burt & Watson, Inc. 0.10% Add +75.3% 2,358 $364K
CSM Advisors, LLC 0.01% No change 2,350 $363K
Matisse Capital 0.14% No change 2,337 $361K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 2,337 $361K
Markowski Investments 0.08% — 2,315 $357K
OneDigital Investment Advisors LLC 0.00% Reduce -12.5% 2,295 $354K
JGP Wealth Management, LLC 0.03% Add +20.7% 2,259 $349K
Stevens Capital Partners 0.07% Add +24.3% 2,215 $342K
Fort Washington Investment Advisors Inc. 0.00% No change 2,183 $337K
Community Bank, N.A. 0.04% No change 2,168 $334K
Black Diamond Financial, LLC 0.03% Add +16.5% 2,160 $333K
Sequent Planning LLC 0.07% Reduce -10.3% 2,144 $331K
Harbour Investments, Inc. 0.00% Add +1.7% 2,138 $330K
Alpine Global Management, LLC 0.05% New 2,125 $328K
First National Bank of Mount Dora, Trust Investment Services 0.06% No change 2,100 $324K
Bedel Financial Consulting, Inc. 0.03% Add +4.1% 2,082 $321K
Destiny Wealth Partners, LLC 0.04% Add +13.4% 2,117 $319K
Dakota Wealth Management 0.01% No change 2,064 $318K
TFB Advisors LLC 0.14% Add +0.6% 2,053 $317K
Bridgewater Advisors Inc. 0.02% New 2,056 $313K
CVA Family Office, LLC 0.03% No change 2,028 $313K
Balboa Wealth Partners 0.04% Reduce -2.6% 2,023 $312K
Insight 2811, Inc. 0.12% No change 1,995 $308K
Elm Partners Management LLC 0.01% Add +4.4% 1,979 $305K
Palisades Hudson Asset Management, L.P. 0.11% Reduce -14.6% 1,948 $301K
Equity Wealth Partners, LLC 0.11% Reduce -3.3% 1,938 $299K
Advyzon Investment Management, LLC 0.02% Reduce -2.9% 1,915 $295K
Csenge Advisory Group 0.01% Reduce -0.9% 1,914 $295K
Capital Advisors Inc. 0.00% Add +0.1% 1,903 $294K
Greenspring Advisors, LLC 0.02% Reduce -12.8% 1,900 $293K
Western Reserve Capital Management, LLC 0.22% Reduce -2.3% 1,893 $292K
Sterling Wealth Management, Inc. 0.07% Add +0.5% 1,879 $290K
Triumph Capital Management 0.05% Reduce -63.9% 1,877 $290K
UMB Bank, n.a. 0.00% Reduce -19.2% 1,875 $289K
Allegheny Financial Group 0.03% Reduce -38.8% 1,850 $285K
WBH Advisory Inc. 0.02% No change 1,850 $285K
Sepio Capital, LP 0.01% Add +11.5% 1,840 $284K
Parkwoods Wealth Partners, LLC 0.04% New 1,810 $279K
Miller Capital Partners, Inc. 0.11% No change 1,806 $279K
Athena Investment Management 0.16% No change 1,800 $278K
City Holding Co. 0.03% New 1,800 $278K
Foundations Investment Advisors, LLC 0.00% New 1,797 $277K
BCO Wealth Management LLC 0.15% No change 1,774 $274K
Appleton Partners Inc. 0.02% Reduce -22.1% 1,765 $272K
Plancorp, LLC 0.01% New 1,771 $270K
Vident Advisory, LLC 0.00% Add +0.1% 1,741 $269K
Joel Isaacson & Co., LLC 0.01% Reduce -1.0% 1,724 $266K
Citizens Financial Group Inc. 0.00% New 1,723 $266K
FAS Wealth Partners, Inc. 0.01% Reduce -0.6% 1,713 $264K
Ellis Investment Partners, LLC 0.04% Add +17.8% 1,705 $263K
Signature Estate & Investment Advisors LLC 0.00% Add +10.5% 1,695 $262K
Eagle Bay Advisors LLC 0.19% Add +7.9% 1,673 $258K
XY Planning Network, Inc. 0.03% New 1,668 $257K
Pacific Asset Management, LLC 0.13% Add +0.5% 1,665 $257K
Key Financial Inc 0.04% No change 1,636 $252K
Per Stirling Capital Management, LLC. 0.02% Reduce -7.0% 1,615 $249K
Trailhead Planners LLC 0.24% New 1,611 $249K
Modern Wealth Management, LLC 0.00% Add +0.1% 1,609 $248K
Nicholas Hoffman & Company, LLC. 0.01% New 1,606 $248K
GeoWealth Management, LLC 0.01% Add +15.9% 1,592 $246K
Signal Advisors Wealth, LLC 0.01% New 1,587 $245K
Amara Financial, Llc. 0.15% New 1,578 $244K
Rialto Wealth Management, LLC 0.05% No change 1,577 $243K
Silver Oak Advisory Group, Inc. 0.10% Add +0.3% 1,576 $243K
Argent Trust Co 0.01% Reduce -3.2% 1,574 $243K
Avant Financial Advisors LLC 0.15% Reduce -9.3% 1,570 $242K
Northwest Wealth Management, LLC 0.03% Reduce -1.1% 1,556 $240K
SJS Investment Consulting Inc. 0.03% Reduce -0.9% 1,548 $239K
Clark Asset Management, LLC 0.02% Add +8.7% 1,545 $238K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,541 $238K
Dynamic Advisor Solutions LLC 0.01% No change 1,533 $237K
Florida Trust Wealth Management Co 0.01% New 1,529 $236K
Apollon Wealth Management, LLC 0.00% Reduce -3.8% 1,528 $236K
Single Point Partners, LLC 0.04% Reduce -2.1% 1,516 $234K
Fisher Asset Management 0.00% Reduce -31.4% 1,513 $234K
PUREfi Wealth, LLC 0.13% No change 1,505 $232K
Fifth Third Bancorp 0.00% Add +34.0% 1,485 $229K
Hegarty Advisors, LLC 0.16% New 1,477 $228K
Ellerson Group Inc. 0.13% No change 1,468 $226K
Mma Asset Management LLC 0.07% No change 1,452 $224K
North Capital, Inc. 0.17% Add +0.6% 1,434 $221K
Elmwood Wealth Management, Inc. 0.06% No change 1,429 $220K
Nicholas Wealth, LLC. 0.12% New 1,418 $219K
Anderson Hoagland & Co. 0.02% Reduce -3.4% 1,409 $217K
May Hill Capital, LLC 0.05% Reduce -3.0% 1,401 $216K
Brand Asset Management Group, Inc. 0.05% Reduce -4.2% 1,393 $215K
Everstar Asset Management, LLC 0.10% No change 1,390 $214K
Parallel Advisors, LLC 0.00% Reduce -1.8% 1,385 $214K
City State Bank 0.05% Add +0.3% 1,385 $214K
XTX Topco Ltd 0.00% New 1,385 $214K
Claris Advisors, LLC / Mo / 0.06% New 1,366 $211K
Prospera Financial Services Inc 0.00% Reduce -9.7% 1,358 $210K
D.A. Davidson & Co. 0.00% New 1,354 $209K
Robinswood Financial LLC 0.06% Add +0.1% 1,346 $208K
Ipsen Advisor Group LLC 0.13% New 1,320 $204K
Evercore Wealth Management, LLC 0.00% New 1,304 $201K
Wellspring Financial Advisors, LLC 0.01% New 1,299 $200K
NORTHSTAR ASSET MANAGEMENT Co 0.04% New 1,325 $199K
CENTRAL TRUST Co 0.00% Add +1.1% 1,245 $192K
Pillar Financial Advisors, LLC 0.10% No change 1,209 $187K
Parkside Financial Bank & Trust 0.01% No change 1,187 $183K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,176 $181K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -76.6% 1,154 $178K
Deutsche Bank AG 0.00% No change 1,084 $167K
Harbor Investment Advisory, LLC 0.01% Add +26.2% 1,059 $163K
Continuum Advisory, LLC 0.01% New 1,047 $162K
Smithfield Trust Co 0.01% No change 1,021 $157K
Roble, Belko & Company, Inc 0.02% Reduce -1.6% 995 $154K
Hantz Financial Services, Inc. 0.00% No change 999 $154K
Barclays PLC 0.00% Reduce -50.3% 925 $143K
USA Financial Formulas 0.03% — 924 $143K
Atlatl Advisers LLC 0.03% New 915 $141K
Rothschild Investment LLC 0.01% No change 907 $140K
Align Financial, LLC 0.07% No change 900 $139K
Fairway Wealth LLC 0.03% Add +0.5% 882 $136K
IFG Advisory, LLC 0.00% New 861 $133K
Financial Management Professionals, Inc. 0.01% New 858 $132K
Raelipskie Partnership 0.05% Reduce -15.5% 820 $127K
Golden State Wealth Management, LLC 0.01% Add +60.7% 752 $116K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -22.5% 741 $114K
Strategic Wealth Partners, Ltd. 0.01% Reduce -2.8% 687 $106K
Medallion Wealth Advisors, LLC 0.03% Add +16.1% 597 $92K
IFP Advisors, Inc 0.00% Add +5.0% 583 $90K
Eastern Bank 0.00% Reduce -4.8% 554 $85K
TFC Financial Management, Inc. 0.01% No change 515 $79K
American National Bank & Trust 0.01% No change 500 $77K
Russell Investments Group, Ltd. 0.00% Reduce -42.7% 453 $70K
Rossby Financial, LCC 0.01% Reduce -20.4% 448 $69K
Princeton Global Asset Management LLC 0.01% No change 438 $68K
Capital Advisors, Ltd. LLC 0.01% No change 433 $67K
JDM Financial Group LLC 0.02% No change 434 $67K
Howe & Rusling Inc. 0.00% No change 426 $66K
Cullen/Frost Bankers, Inc. 0.00% Add +13.4% 424 $65K
International Assets Investment Management, LLC 0.00% Add +18.9% 416 $64K
Private Wealth Asset Management, LLC 0.01% No change 410 $63K
Highland Investment Advisors LLC 0.03% — 405 $63K
Downshift Financial, LLC 0.03% New 398 $61K
WealthCollab, LLC 0.02% No change 387 $60K
Spire Wealth Management 0.00% Reduce -47.7% 380 $59K
Breakwater Investment Management 0.02% New 378 $58K
Harbor Asset Planning, Inc. 0.04% Add +0.6% 355 $55K
Barrett & Company, Inc. 0.01% No change 346 $53K
Strive Financial Group ,LLC 0.02% Add +45.8% 315 $49K
Salem Investment Counselors Inc. 0.00% No change 304 $47K
Ancora Advisors LLC 0.00% Reduce -1.7% 297 $46K
Atlantic Union Bankshares Corp 0.00% New 288 $44K
Financial Perspectives, Inc 0.01% Reduce -3.0% 287 $44K
St Germain D J Co. Inc. 0.00% No change 265 $41K
Country Trust Bank 0.00% New 265 $41K
Glass Jacobson Investment Advisors llc 0.01% No change 246 $38K
Signature Resources Capital Management, LLC 0.01% No change 246 $38K
Westside Investment Management, Inc. 0.00% No change 238 $37K
Addison Advisors LLC 0.02% No change 234 $36K
Main Street Group, LTD 0.01% No change 230 $35K
United Financial Planning Group LLC 0.02% Add +0.4% 229 $35K
WPG Advisers, LLC 0.02% No change 228 $35K
Capital Investment Advisory Services, LLC 0.00% Add +30.5% 227 $35K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -3.5% 220 $34K
Cordant, Inc. 0.01% New 213 $33K
Clearstead Trust, LLC 0.00% No change 210 $32K
Ascentis Wealth Management, LLC 0.01% Reduce -41.3% 202 $31K
KERR FINANCIAL PLANNING Corp 0.03% No change 200 $31K
Noble Wealth Management PBC 0.01% No change 200 $31K
Accent Capital Management, LLC 0.01% No change 200 $31K
Armstrong Advisory Group, Inc. 0.00% No change 200 $31K
GAMMA Investing LLC 0.00% No change 192 $30K
Sachetta, LLC 0.01% Add +1.1% 191 $30K
CKW Financial Group 0.00% New 185 $29K
SHP Wealth Management 0.00% No change 187 $29K
Silver Grove Financial Group, Inc. 0.02% Add +18200.0% 183 $28K
Crewe Advisors LLC 0.00% No change 171 $26K
Bogart Wealth, LLC 0.00% No change 168 $26K
Sunrise Financial Services, LLC 0.01% Reduce -33.1% 162 $25K
MCF Advisors LLC 0.00% No change 162 $25K
Gill Capital Partners, LLC 0.01% No change 160 $25K
TIAA Wealth Investment Management LLC 0.00% New 154 $24K
Gables Capital Management Inc. 0.01% No change 152 $23K
Legacy Bridge, LLC 0.01% No change 140 $22K
Ritter Daniher Financial Advisory LLC / DE 0.00% Reduce -4.3% 133 $21K
Beacon Investment Advisory Services, Inc. 0.00% No change 130 $20K
Vanguard National Trust Co 0.00% No change 128 $20K
Ulland Investment Advisors, LLC 0.01% No change 125 $19K
GGM Financial LLC 0.01% New 117 $18K
Synergy Investment Management, LLC 0.00% No change 116 $18K
NBH Bank 0.01% — 108 $17K
Corsicana & Co. 0.01% No change 105 $16K
North Star Investment Management Corp. 0.00% New 104 $16K
Evolution Wealth Management Inc. 0.01% No change 98 $15K
Highline Wealth Partners LLC 0.00% No change 94 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 90 $14K
Signature Equity Partners, LLC 0.01% Add +1.2% 87 $13K
Burk Holdings LLC 0.00% Reduce -13.1% 86 $13K
Ameriflex Group, Inc. 0.01% Reduce -21.1% 82 $13K
Indiana Trust & Investment Management Co 0.00% No change 81 $12K
Hartford Financial Management Inc. 0.00% No change 80 $12K
First Pacific Financial 0.00% No change 72 $11K
Geneos Wealth Management Inc. 0.00% Add +366.7% 70 $11K
Brown Brothers Harriman & Co. 0.00% Add +84.2% 70 $11K
Vermillion Wealth Management, Inc. 0.00% No change 67 $10K
Trust Co 0.00% New 66 $10K
C M Bidwell & Associates Ltd. 0.00% No change 65 $10K
MidFirst Bank 0.00% No change 65 $10K
Blue Trust, Inc. 0.00% Reduce -70.8% 65 $10K
Avion Wealth 0.00% No change 71 $10K
MPWM Advisory Solutions, LLC 0.00% No change 63 $10K
Creative Capital Management Investments LLC 0.00% New 62 $10K
VSM Wealth Advisory, LLC 0.00% Add +1.7% 61 $9K
Peterson Wealth Services 0.00% No change 60 $9K
TD Capital Management LLC 0.00% Reduce -69.7% 60 $9K
Key Capital Management, INC 0.00% No change 53 $8K
Tidemark, LLC 0.00% No change 52 $8K
Tradewinds Capital Management, LLC 0.00% Reduce -30.1% 51 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $8K
Lanark Financial, Inc. 0.00% Add +100.0% 50 $8K
Activest Wealth Management 0.00% No change 46 $7K
Timbuktu Capital Management, LLC 0.01% — 45 $7K
Networth Advisors, LLC 0.00% No change 44 $7K
Maseco LLP 0.00% New 44 $7K
Valued Wealth Advisors LLC 0.00% No change 44 $7K
Ashton Thomas Securities, LLC 0.00% No change 44 $7K
Concord Wealth Partners 0.00% New 44 $7K
Cornerstone Planning Group LLC 0.00% Reduce -30.6% 43 $7K
Abound Wealth Management 0.00% Add +75.0% 42 $6K
Caldwell Sutter Capital, Inc. 0.00% Reduce -4.8% 40 $6K
Coston, McIsaac & Partners 0.00% No change 44 $6K
Ankerstar Wealth, LLC 0.00% No change 36 $6K
CGC Financial Services, LLC 0.00% No change 35 $5K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.1% 33 $5K
Sittner & Nelson, LLC 0.00% New 31 $5K
Fiduciary Financial Advisors 0.00% New 29 $4K
Cape Investment Advisory, Inc. 0.00% New 26 $4K
New Republic Capital, LLC 0.00% No change 26 $4K
Buck Wealth Strategies, LLC 0.00% New 26 $4K
Winthrop Capital Management, LLC 0.00% No change 26 $4K
Aspect Partners, LLC 0.00% No change 23 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 22 $3K
Hamrick Investment Counsel, llc 0.00% No change 21 $3K
Bangor Savings Bank 0.00% No change 19 $3K
Balentine LLC 0.00% No change 18 $3K
Basecamp Wealth Advisors LLC 0.00% No change 17 $3K
Quent Capital, LLC 0.00% No change 16 $2K
Financial Gravity Companies, Inc. 0.00% — 15 $2K
Plante Moran Financial Advisors, LLC 0.00% New 15 $2K
Valley National Advisers Inc. 0.00% No change 14 $2K
Aventura Private Wealth, LLC 0.00% No change 12 $2K
Financial Consulate, Inc. 0.00% New 9 $1K
REAP Financial Group, LLC 0.00% New 8 $1K
Beacon Financial Strategies CORP 0.00% No change 8 $1K
Keating Financial Advisory Services, Inc. 0.00% No change 8 $1K
HighMark Wealth Management LLC 0.00% No change 7 $1K
Rosenberg Matthew Hamilton 0.00% No change 5 $771
Signaturefd, LLC 0.00% Reduce -16.7% 5 $771
Prudent Man Investment Management, Inc. 0.00% No change 4 $574
Montgomery Financial Services LLC 0.00% — 3 $463
SYM FINANCIAL Corp 0.00% New 2 $309
Meramec Financial Planners, LLC 0.00% New 2 $303
TD Private Client Wealth LLC 0.00% No change 1 $82
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.