Vanguard Tot World STK ETFVTETF
13F holders, Q1 2024 (March 31)890holders
7famous investors
$110.48avg. 13F price*
At the end of Q1 2024, 890 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings. The largest holders were Rakuten Investment Management, Inc. ($1.8B), Texas Treasury Safekeeping Trust Co. ($1.6B) and Morgan Stanley ($436.4M). 7 famous investors held it, including John W. Rogers Jr. (0.2% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Tot World STK ETF
- CUSIP
- 922042742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $434.8M |
| Exits | 56 | $74.5M |
Ownership 890 holders
| Rakuten Investment Management, Inc. | 13.02% | Add +0.2% | 16,068,297 | $1.8B |
| Texas Treasury Safekeeping Trust Co. | 52.85% | Add +547.3% | 14,901,428 | $1.6B |
| Morgan Stanley | 0.04% | Reduce -1.9% | 3,949,272 | $436.4M |
| Cambridge Associates LLC /Ma/ | 20.78% | Add +18.4% | 3,513,689 | $388.3M |
| Bank of America Corp. | 0.03% | Reduce -15.4% | 2,719,602 | $300.5M |
| Edgehill Endowment Partners, LLC | 35.59% | Add +34.2% | 2,629,170 | $290.5M |
| Madrone Advisors, LLC | 31.41% | Add +34.7% | 2,074,604 | $229.2M |
| UBS Group AG | 0.07% | Reduce -4.4% | 2,048,994 | $226.4M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +2.8% | 2,034,091 | $224.8M |
| Royal Bank of Canada | 0.05% | Reduce -2.3% | 1,976,139 | $218.4M |
| Brandywine Trust Co. | 34.12% | Add +12.3% | 1,820,599 | $201.2M |
| Alliancebernstein L.P. | 0.07% | Reduce -12.8% | 1,808,379 | $199.8M |
| Rockefeller Capital Management L.P. | 0.58% | Reduce -3.9% | 1,785,890 | $197.3M |
| Schroder Investment Management Group | 0.20% | Add +201.0% | 1,542,609 | $170.5M |
| Nepc LLC | 5.04% | New | 1,326,000 | $146.5M |
| Northern Trust Corp. | 0.02% | Add +2.0% | 1,238,175 | $136.8M |
| Angeles Wealth Management, LLC | 11.79% | Add +26.2% | 1,066,891 | $117.9M |
| Wells Fargo & Company | 0.03% | Reduce -6.6% | 927,575 | $102.5M |
| LPL Financial LLC | 0.05% | Reduce -0.8% | 890,510 | $98.4M |
| Wind River Trust Co | 32.37% | Reduce -0.1% | 804,904 | $88.9M |
| Allianz Asset Management GmbH | 0.13% | No change | 679,250 | $75.1M |
| Sageworth Trust Co | 4.33% | Reduce -4.3% | 607,166 | $67.1M |
| Corient Private Wealth LP | 0.11% | Reduce -4.2% | 549,812 | $60.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.5% | 541,272 | $60.0M |
| Inscription Capital, LLC | 9.71% | Add +26.8% | 532,361 | $58.8M |
| Agincourt Capital Management, LLC | 54.08% | Reduce -1.1% | 519,855 | $57.4M |
| HighTower Advisors, LLC | 0.09% | Add +3.4% | 515,257 | $56.9M |
| Zhang Financial LLC | 4.16% | Add +5.4% | 508,608 | $56.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +11.0% | 488,053 | $53.9M |
| Bleakley Financial Group, LLC | 1.56% | Add +3.2% | 487,127 | $53.8M |
| Simplicity Wealth,LLC | 1.28% | New | 486,911 | $53.8M |
| Evoke Wealth, LLC | 1.58% | New | 481,430 | $53.2M |
| OneDigital Investment Advisors LLC | 0.83% | Add +292.4% | 478,057 | $52.8M |
| Cresset Asset Management, LLC | 0.24% | Add +19.6% | 449,610 | $49.7M |
| Perella Weinberg Partners Capital Management LP | 4.76% | Reduce -2.0% | 427,335 | $47.2M |
| Threadgill Financial, LLC | 20.18% | Add +1393.6% | 411,167 | $45.4M |
| Yarbrough Capital, LLC | 1.88% | No change | 390,377 | $43.1M |
| Cetera Investment Advisers | 0.10% | Add +137.4% | 382,229 | $42.2M |
| Mariner, LLC | 0.08% | Add +0.6% | 370,755 | $41.0M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -17.7% | 368,423 | $40.7M |
| Prudential PLC | 0.33% | Reduce -21.4% | 366,210 | $40.5M |
| SCS Capital Management LLC | 0.85% | Add +8.1% | 362,602 | $40.1M |
| Partners Capital Investment Group, LLP | 1.19% | Reduce -64.8% | 358,928 | $39.7M |
| BNP Paribas Financial Markets | 0.05% | Add +75.5% | 350,854 | $38.8M |
| Empowered Funds, LLC | 0.69% | New | 345,043 | $38.1M |
| BIP Wealth, LLC | 2.60% | Add +10.2% | 321,265 | $35.5M |
| Simon Quick Advisors, LLC | 2.66% | Add +13.0% | 320,824 | $35.5M |
| Tiff Advisory Services, LLC | 15.44% | Add +17.7% | 320,300 | $35.4M |
| Fort Washington Investment Advisors Inc. | 0.22% | No change | 315,735 | $34.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -54.5% | 314,740 | $34.8M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 305,168 | $33.7M |
| Raymond James & Associates | 0.02% | Reduce -60.6% | 301,887 | $33.4M |
| WJ Interests, LLC | 16.32% | Reduce -0.6% | 279,934 | $30.9M |
| Laird Norton Wetherby Wealth Management, LLC | 1.30% | Add +2.8% | 246,463 | $27.2M |
| Wealthspire Advisors, LLC | 0.36% | Reduce -6.5% | 245,895 | $27.2M |
| Prentice Wealth Management LLC | 9.28% | Add +3.1% | 241,936 | $26.7M |
| Lido Advisors, LLC | 0.24% | New | 236,776 | $26.2M |
| Cerity Partners LLC | 0.07% | Reduce -0.4% | 236,095 | $25.9M |
| Aspen Grove Capital, LLC | 7.20% | Add +16.1% | 230,184 | $25.4M |
| Brighton Jones LLC | 0.91% | Add +10.3% | 227,885 | $25.2M |
| Rainwater Charitable Foundation | 12.06% | New | 220,433 | $24.4M |
| First Financial Bankshares Inc | 0.55% | No change | 219,577 | $24.3M |
| Vernal Point Advisors, LLC | 20.72% | Add +69.2% | 219,385 | $24.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 214,815 | $23.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -0.6% | 209,720 | $23.2M |
| Bessemer Group Inc. | 0.04% | Reduce -1.8% | 205,792 | $22.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -11.3% | 204,821 | $22.6M |
| Global Endowment Management, LP | 2.30% | New | 200,000 | $22.1M |
| Heritage Wealth Advisors | 0.95% | Add +0.1% | 187,927 | $20.8M |
| Ariel Investments | 0.20% | Add +75.1% | 185,476 | $20.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +14.1% | 185,277 | $20.5M |
| Strategic Blueprint, LLC | 1.43% | Add +9.2% | 181,873 | $20.1M |
| GoalFusion Wealth Management, LLC | 12.60% | Add +0.0% | 178,969 | $19.8M |
| Accredited Investors Inc. | 1.26% | Reduce -2.8% | 177,925 | $19.7M |
| Mesirow Financial Investment Management, Inc. | 0.44% | Add +5.7% | 176,389 | $19.5M |
| Okabena Investment Services Inc. | 6.24% | Add +116.1% | 169,494 | $18.7M |
| DHK Financial Advisors, Inc. | 13.25% | Reduce -0.0% | 169,362 | $18.7M |
| Ethos Financial Group, LLC | 3.56% | Add +1.9% | 168,351 | $18.6M |
| Parkwood LLC | 1.90% | No change | 164,137 | $18.1M |
| Wealth Architects, LLC | 2.33% | Add +3.3% | 159,962 | $17.7M |
| Mather Group, Llc. | 0.28% | Reduce -1.9% | 169,498 | $17.4M |
| Barings LLC | 0.44% | Reduce -53.9% | 156,696 | $17.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.07% | Reduce -0.2% | 155,637 | $17.2M |
| NewEdge Wealth, LLC | 0.38% | Add +2.1% | 158,758 | $17.1M |
| Pictet North America Advisors SA | 1.91% | Reduce -7.8% | 154,461 | $17.1M |
| Sarasin & Partners LLP | 0.17% | Add +8.3% | 151,922 | $16.8M |
| NorthCoast Asset Management LLC | 0.21% | Reduce -8.8% | 150,449 | $16.6M |
| Beaumont Financial Advisors, LLC | 1.34% | Reduce -2.1% | 147,523 | $16.3M |
| Clearstead Advisors, LLC | 0.80% | Reduce -18.6% | 146,210 | $16.2M |
| Laird Norton Wetherby Trust Company, LLC | 2.16% | Reduce 0.0% | 144,136 | $15.9M |
| Red Wave Investments LLC | 5.92% | Reduce -0.7% | 142,814 | $15.8M |
| Oxford Financial Group, LTD. LLC | 1.08% | Reduce -7.7% | 140,550 | $15.5M |
| Fisher Asset Management | 0.01% | Reduce -8.0% | 136,458 | $15.1M |
| Comerica Bank | 0.06% | Reduce -13.5% | 135,220 | $14.9M |
| National Bank of Canada | 0.03% | Add +1280.7% | 134,923 | $14.9M |
| Waddell & Associates, LLC | 2.00% | Reduce -14.8% | 134,209 | $14.8M |
| Evanson Asset Management, LLC | 1.10% | Add +0.0% | 133,898 | $14.8M |
| Creative Planning | 0.02% | Add +4.8% | 126,896 | $14.0M |
| Moneta Group Investment Advisors LLC | 0.23% | Add +12.8% | 124,990 | $13.8M |
| FSM Wealth Advisors, LLC | 4.87% | Add +37.8% | 124,190 | $13.7M |
| St. Louis Trust Co | 2.05% | Add +4.7% | 118,871 | $13.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -2.6% | 117,812 | $13.0M |
| M&T Bank Corp | 0.04% | Add +0.2% | 116,416 | $12.9M |
| DORVAL Corp | 5.87% | Reduce -0.1% | 117,953 | $12.7M |
| Fifth Third Bancorp | 0.05% | Reduce -7.4% | 114,058 | $12.6M |
| Allen Investment Management, LLC | 0.16% | No change | 113,293 | $12.5M |
| Hoge Financial Services, LLC | 10.18% | Add +12.0% | 112,808 | $12.5M |
| Manchester Capital Management LLC | 1.53% | Reduce -3.5% | 112,144 | $12.4M |
| Stifel Financial Corp. | 0.01% | Reduce -21.6% | 110,592 | $12.2M |
| WMS Partners, LLC | 0.80% | Reduce -14.7% | 105,122 | $11.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +13.9% | 103,429 | $11.4M |
| Humankind Investments LLC | 2.95% | No change | 101,000 | $11.2M |
| Brown Advisory Inc. | 0.01% | Add +1.3% | 100,138 | $11.1M |
| Coyle Financial Counsel LLC | 3.94% | Add +1.1% | 99,759 | $11.0M |
| Lighthouse Investment Partners, LLC | 0.64% | New | 99,130 | $11.0M |
| Three Bridge Wealth Advisors, LLC | 4.27% | Add +3.5% | 98,029 | $10.8M |
| Rathbones Group PLC | 0.06% | Add +0.7% | 95,488 | $10.6M |
| South Dakota Investment Council | 0.21% | New | 91,600 | $10.1M |
| MML Investors Services, LLC | 0.04% | Add +7.0% | 90,227 | $10.0M |
| Bridgewater Advisors Inc. | 1.45% | Add +1.3% | 87,394 | $9.7M |
| Summit Trail Advisors, LLC | 0.25% | Add +16.9% | 86,495 | $9.6M |
| Orcam Financial Group | 10.31% | Add +0.5% | 85,211 | $9.4M |
| Rain Capital Management, LLC | 6.28% | Add +3.0% | 84,848 | $9.4M |
| WBH Advisory Inc. | 0.96% | Reduce -5.2% | 84,618 | $9.4M |
| NYL Investors LLC | 0.34% | Reduce -7.8% | 83,800 | $9.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +26.5% | 83,307 | $9.2M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -2.4% | 83,170 | $9.2M |
| Newton One Investments LLC | 3.93% | Reduce -0.0% | 80,952 | $8.9M |
| Gotham Asset Management | 0.13% | Add +260.7% | 80,649 | $8.9M |
| Jasper Ridge Partners, L.P. | 0.28% | Add +2.4% | 79,173 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +854.0% | 77,693 | $8.6M |
| Bank of Montreal | 0.00% | Reduce -77.5% | 76,264 | $8.4M |
| Leavell Investment Management, Inc. | 0.48% | Add +2.8% | 75,994 | $8.4M |
| Seldon Capital LP | 5.05% | No change | 75,547 | $8.3M |
| Foster Group, Inc. | 0.41% | Add +23.0% | 75,186 | $8.3M |
| Frisch Financial Group, Inc. | 2.75% | Add +0.0% | 74,933 | $8.3M |
| Ameliora Wealth Management Ltd. | 3.71% | Reduce -2.9% | 74,104 | $8.2M |
| GeoWealth Management, LLC | 0.31% | Add +33980.7% | 72,251 | $8.0M |
| Financial Symmetry Inc | 6.97% | Reduce -3.2% | 72,108 | $8.0M |
| Seven Post Investment Office LP | 1.91% | Reduce -1.4% | 70,931 | $7.8M |
| Choate Investment Advisors | 0.21% | Add +106.2% | 70,810 | $7.8M |
| Walter & Keenan Wealth Management LLC /in/ | 2.56% | Add +1.3% | 70,677 | $7.8M |
| Buckingham Strategic Wealth, LLC | 0.08% | Add +5.8% | 69,843 | $7.7M |
| Atlas Capital Advisors Inc. | 1.20% | Reduce -71.5% | 69,333 | $7.7M |
| Great Valley Advisor Group, Inc. | 0.23% | Reduce -4.5% | 68,978 | $7.6M |
| Security National Bank of So Dak | 4.51% | Reduce -10.6% | 67,823 | $7.5M |
| BlackRock Inc. | 0.00% | Reduce -40.5% | 66,944 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -9.2% | 64,945 | $7.2M |
| Prudential Financial Inc. | 0.01% | Add +27.8% | 64,763 | $7.2M |
| Investments & Financial Planning, LLC | 4.88% | Reduce -1.8% | 64,433 | $7.1M |
| Banco Santander, S.A. | 0.09% | Reduce -35.7% | 63,797 | $7.0M |
| Hoylecohen, LLC | 0.53% | Add +4.1% | 62,860 | $6.9M |
| Barry Investment Advisors, LLC | 2.28% | Add +0.4% | 61,922 | $6.8M |
| Almanack Investment Partners, LLC. | 1.15% | New | 61,363 | $6.8M |
| University of Chicago | 9.70% | Reduce -25.1% | 60,819 | $6.7M |
| Belpointe Asset Management LLC | 0.49% | Add +5.6% | 59,703 | $6.6M |
| Choreo, LLC | 0.17% | Add +5.7% | 59,405 | $6.6M |
| Yeomans Consulting Group, Inc. | 2.87% | New | 59,370 | $6.6M |
| Compass Ion Advisors, LLC | 0.94% | Reduce -2.6% | 58,880 | $6.5M |
| FMR LLC | 0.00% | Add +2.1% | 58,851 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +69.4% | 58,737 | $6.5M |
| Fiduciary Trust Co | 0.10% | Reduce -3.1% | 58,237 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -33.9% | 57,383 | $6.3M |
| Fifth Third Securities, Inc. | 0.60% | Add +1.7% | 55,742 | $6.2M |
| Myecfo, LLC | 3.58% | Reduce -0.3% | 55,272 | $6.1M |
| SYM FINANCIAL Corp | 0.98% | Add +8.1% | 53,903 | $6.0M |
| Joel Isaacson & Co., LLC | 0.32% | Add +0.1% | 52,735 | $5.8M |
| Quadrature Capital Ltd | 0.10% | New | 51,628 | $5.7M |
| Dorsey & Whitney Trust CO LLC | 0.38% | No change | 50,305 | $5.6M |
| Bluespring Wealth Management, LLC | 0.61% | Reduce -7.1% | 50,125 | $5.5M |
| NWF Advisory Services Inc. | 0.92% | Add +4.8% | 50,028 | $5.5M |
| Capitolis Liquid Global Markets LLC | 0.09% | Reduce -50.0% | 50,000 | $5.5M |
| Intergy Private Wealth, LLC | 2.24% | Add +0.6% | 49,352 | $5.5M |
| Citadel Advisors | 0.01% | Reduce -28.4% | 48,789 | $5.4M |
| GC Wealth Management RIA, LLC | 1.08% | Reduce -2.5% | 48,686 | $5.4M |
| Smartleaf Asset Management LLC | 1.04% | Add +574.8% | 48,475 | $5.4M |
| Secure Asset Management, LLC | 1.23% | Add +6.1% | 47,365 | $5.2M |
| Breakwater Investment Management | 2.40% | — | 47,196 | $5.2M |
| Stephens Inc. | 0.08% | Add +0.3% | 46,250 | $5.1M |
| Studio Investment Management LLC | 1.20% | Add +0.4% | 45,715 | $5.1M |
| Cibc World Market Inc. | 0.01% | Reduce -2.6% | 45,586 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -10.1% | 45,500 | $5.0M |
| Destiny Wealth Partners, LLC | 0.90% | Reduce -1.3% | 45,248 | $5.0M |
| PDS Planning, Inc | 0.52% | Add +6.3% | 44,748 | $4.9M |
| Dark Forest Capital Management LP | 0.84% | Reduce -59.2% | 44,702 | $4.9M |
| Apollon Wealth Management, LLC | 0.15% | Add +1.6% | 44,318 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +0.1% | 44,024 | $4.9M |
| Arbor Investment Advisors, LLC | 0.71% | Reduce -6.0% | 43,598 | $4.8M |
| Sivia Capital Partners, LLC | 3.23% | Add +4.0% | 42,988 | $4.8M |
| Stokes Family Office, LLC | 0.58% | No change | 41,810 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -24.7% | 41,371 | $4.6M |
| Ancora Advisors LLC | 0.10% | Reduce -7.6% | 41,291 | $4.6M |
| Waverly Advisors, LLC | 0.11% | Add +12.4% | 40,882 | $4.5M |
| Waldron Private Wealth LLC | 0.20% | Add +9.0% | 40,622 | $4.5M |
| Parallel Advisors, LLC | 0.12% | Add +6.3% | 40,456 | $4.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.15% | Reduce -4.4% | 40,130 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +3.8% | 39,917 | $4.4M |
| MAI Capital Management | 0.05% | New | 39,613 | $4.4M |
| Twin Focus Capital Partners, LLC | 0.83% | Reduce -7.3% | 39,415 | $4.4M |
| Hall Kathryn A. | 1.00% | No change | 39,380 | $4.4M |
| EPIQ Capital Group, LLC | 1.73% | Add +0.4% | 39,344 | $4.3M |
| Westmount Partners, LLC | 1.55% | Add +5.8% | 39,110 | $4.3M |
| NavPoint Financial, Inc. | 3.74% | Add +0.4% | 38,974 | $4.3M |
| Apella Capital, LLC | 0.21% | Reduce -1.4% | 38,560 | $4.2M |
| Capital International Investors | 0.00% | Add +4.9% | 38,082 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -94.6% | 38,040 | $4.2M |
| Baker Ellis Asset Management LLC | 0.63% | Reduce -0.8% | 37,999 | $4.2M |
| Northstar Group, Inc. | 0.85% | Add +0.8% | 37,622 | $4.2M |
| Howard Wealth Management, LLC | 3.38% | Reduce -2.9% | 37,607 | $4.2M |
| SilverOak Wealth Management LLC | 1.03% | Reduce -0.9% | 37,595 | $4.2M |
| Lakewood Asset Management LLC | 2.80% | Add +6.2% | 37,211 | $4.1M |
| Heritage Investment Group, Inc. | 0.56% | Add +4.8% | 37,093 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -13.9% | 36,994 | $4.1M |
| Ritholtz Wealth Management | 0.14% | Add +0.8% | 35,816 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -92.6% | 35,156 | $3.9M |
| Lindbrook Capital, LLC | 0.36% | Reduce -1.2% | 35,135 | $3.9M |
| Tidal Investments LLC | 0.07% | Reduce -43.0% | 35,084 | $3.9M |
| Jones Financial Companies LLLP | 0.01% | Add +36.5% | 34,552 | $3.8M |
| Signaturefd, LLC | 0.08% | Reduce -21.1% | 34,454 | $3.8M |
| Hemington Wealth Management | 1.37% | Add +0.5% | 34,253 | $3.8M |
| Addison Capital Co | 1.87% | Reduce -4.0% | 34,152 | $3.8M |
| Ridgewood Investments LLC | 1.98% | Add +3.7% | 33,771 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -45.6% | 33,667 | $3.7M |
| Wintrust Investments LLC | 0.33% | Add +15.0% | 33,413 | $3.7M |
| Austin Wealth Management, LLC | 0.91% | Add +0.3% | 32,897 | $3.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +14.5% | 33,261 | $3.7M |
| Salomon & Ludwin, LLC | 0.31% | Reduce -0.1% | 32,407 | $3.6M |
| Bernzott Capital Advisors | 1.41% | Add +15.9% | 32,150 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 31,977 | $3.5M |
| Van Cleef Asset Management,Inc | 0.45% | No change | 31,971 | $3.5M |
| Manchester Financial Inc. | 0.92% | Add +2.9% | 31,936 | $3.5M |
| Valeo Financial Advisors, LLC | 0.13% | Add +11.7% | 32,903 | $3.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +17.6% | 31,717 | $3.5M |
| Intelligent Financial Strategies | 2.16% | Add +6.9% | 31,526 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.9% | 31,389 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.8% | 31,298 | $3.5M |
| Novak & Powell Financial Services, Inc. | 2.56% | Add +2.0% | 31,029 | $3.4M |
| Financial Management Professionals, Inc. | 0.50% | Reduce -10.3% | 30,922 | $3.4M |
| Mayflower Financial Advisors, LLC | 0.56% | Add +0.1% | 30,518 | $3.4M |
| ICONIQ Capital, LLC | 0.06% | Add +0.1% | 30,488 | $3.4M |
| Monterey Private Wealth, Inc. | 1.32% | Reduce -1.4% | 29,816 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -33.4% | 29,674 | $3.3M |
| Sharkey, Howes & Javer | 0.54% | New | 29,619 | $3.3M |
| Allie Family Office LLC | 1.90% | Reduce -9.6% | 29,217 | $3.2M |
| Modera Wealth Management, LLC | 0.05% | Reduce -6.3% | 28,848 | $3.2M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -65.5% | 28,459 | $3.1M |
| Endowment Wealth Management, Inc. | 2.30% | Add +5.6% | 27,817 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +2.8% | 27,694 | $3.1M |
| University of Texas/Texas Am Investment Management Co. | 0.83% | Reduce -50.0% | 29,585 | $3.0M |
| HT Partners LLC | 1.09% | Reduce -8.1% | 27,218 | $3.0M |
| Kingsview Wealth Management, LLC | 0.08% | Add +22.0% | 27,161 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +62.8% | 27,057 | $3.0M |
| Planning Alternatives Ltd. | 0.49% | Add +0.2% | 26,889 | $3.0M |
| RFG Advisory, LLC | 0.10% | Add +13.6% | 26,751 | $3.0M |
| Bank Hapoalim BM | 0.40% | Reduce -79.0% | 26,503 | $2.9M |
| Spire Wealth Management | 0.05% | Add +12.4% | 26,295 | $2.9M |
| Boxwood Ventures, Inc. | 5.09% | No change | 26,192 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.12% | New | 26,104 | $2.9M |
| Americana Partners, LLC | 0.24% | Add +12.8% | 25,959 | $2.9M |
| Neumann Capital Management, LLC | 1.01% | Reduce -0.4% | 25,624 | $2.8M |
| Wealthfront Advisers LLC | 0.01% | Add +12.7% | 25,601 | $2.8M |
| Affiance Financial, LLC | 0.77% | Add +4.3% | 25,570 | $2.8M |
| Coston, McIsaac & Partners | 0.89% | Add +0.1% | 25,139 | $2.8M |
| Columbus Macro, LLC | 1.04% | Reduce -0.2% | 24,826 | $2.7M |
| Sweet Financial Partners, LLC | 0.62% | Reduce -2.5% | 24,345 | $2.7M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce -4.2% | 24,240 | $2.7M |
| SVB Wealth LLC | 0.06% | Reduce -42.4% | 24,144 | $2.7M |
| Wealthstream Advisors, Inc. | 1.00% | Reduce -5.1% | 23,909 | $2.6M |
| Caprock Group, LLC | 0.15% | Add +21.8% | 23,757 | $2.6M |
| Adero Partners, LLC | 0.20% | Add +0.0% | 23,579 | $2.6M |
| Seamount Financial Group Inc. | 2.28% | Add +5.1% | 23,569 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -2.0% | 23,531 | $2.6M |
| Insigneo Advisory Services, LLC | 0.31% | Add +24.3% | 23,475 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.4% | 23,343 | $2.6M |
| Compass Advisory Group LLC | 1.14% | Reduce -9.3% | 23,315 | $2.6M |
| First Pacific Advisors, LP | 0.04% | Add +28.4% | 22,600 | $2.5M |
| Bangor Savings Bank | 0.25% | Reduce -17.0% | 22,000 | $2.4M |
| Fortis Capital Advisors, LLC | 1.02% | Reduce -17.3% | 21,935 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +13.5% | 21,830 | $2.4M |
| West Family Investments, Inc. | 0.74% | Reduce -0.1% | 20,865 | $2.4M |
| Tanager Wealth Management LLP | 0.39% | Add +4.2% | 21,608 | $2.4M |
| Ironwood Financial, llc | 0.55% | Add +8.3% | 21,607 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +667.0% | 21,475 | $2.4M |
| Total Wealth Planning, LLC | 0.40% | Reduce -3.8% | 21,268 | $2.4M |
| Disciplina Capital Management LLC | 0.39% | Add +22.6% | 21,035 | $2.3M |
| Royal Fund Management, LLC | 0.27% | Add +10.5% | 20,967 | $2.3M |
| Windsor Advisory Group, LLC | 6.40% | Add +12.9% | 20,548 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +9.2% | 20,434 | $2.3M |
| Diversified Trust Co. | 0.07% | Add +61.8% | 20,352 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -0.4% | 20,201 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.17% | Reduce -33.1% | 20,621 | $2.2M |
| Planning Directions Inc. | 1.52% | Add +12.7% | 19,837 | $2.2M |
| VestGen Investment Management | 0.66% | No change | 19,746 | $2.2M |
| Eight 31 Financial, LLC | 1.36% | Reduce -45.9% | 19,597 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +1.0% | 19,256 | $2.1M |
| Treynor Bancshares, Inc. | 1.23% | Reduce -11.4% | 19,226 | $2.1M |
| Efficient Advisors, LLC | 0.13% | Reduce -4.6% | 18,969 | $2.1M |
| Betterment LLC | 0.01% | Add +1.7% | 18,638 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -1.6% | 18,630 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -0.4% | 17,773 | $2.0M |
| CX Institutional | 0.09% | Reduce -17.9% | 17,621 | $1.9M |
| Ewa, LLC | 0.87% | Reduce -0.1% | 17,563 | $1.9M |
| Johnson & White Wealth Management, LLC | 1.41% | Add +3.4% | 17,568 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +4.0% | 17,469 | $1.9M |
| Balentine LLC | 0.06% | Reduce -39.4% | 17,416 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | New | 17,310 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.69% | Reduce -1.6% | 17,305 | $1.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.20% | Reduce -3.3% | 17,200 | $1.9M |
| Means Investment Co., Inc. | 0.25% | Reduce -15.3% | 17,181 | $1.9M |
| Daymark Wealth Partners, LLC | 0.10% | Add +70.5% | 17,107 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 17,924 | $1.9M |
| Arete Wealth Advisors, LLC | 0.17% | Add +8.1% | 17,052 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 17,000 | $1.9M |
| Focus Partners Wealth | 0.02% | Add +16.8% | 16,973 | $1.9M |
| Aveo Capital Partners, LLC | 0.20% | Add +3.3% | 16,959 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.48% | Reduce -8.5% | 16,563 | $1.8M |
| HRC Wealth Management, LLC | 1.34% | Reduce -12.9% | 16,555 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Reduce -1.0% | 16,429 | $1.8M |
| NewEdge Advisors, LLC | 0.02% | Add +12.8% | 16,405 | $1.8M |
| Presilium Private Wealth, LLC | 0.48% | Add +1.7% | 16,393 | $1.8M |
| LBMC Investment Advisors, LLC | 0.15% | Add +2.5% | 16,023 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +3.5% | 15,851 | $1.8M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -22.3% | 15,809 | $1.7M |
| Astoria Strategic Wealth, Inc. | 0.55% | Reduce -11.8% | 15,723 | $1.7M |
| Wedmont Private Capital | 0.13% | Add +128.0% | 15,732 | $1.7M |
| Ruedi Wealth Management, Inc. | 0.72% | Reduce -0.2% | 15,579 | $1.7M |
| Blair William & Co. | 0.01% | Reduce -42.0% | 15,576 | $1.7M |
| 180 Wealth Advisors, LLC | 0.31% | Add +0.6% | 15,477 | $1.7M |
| D.A. Davidson & Co. | 0.02% | Add +1.0% | 15,430 | $1.7M |
| Debussy Capital Management LP | 0.50% | Add +4.2% | 15,415 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +8.6% | 15,424 | $1.7M |
| TBH Global Asset Management, LLC | 0.34% | Reduce -0.5% | 15,338 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | Add +2.1% | 15,326 | $1.7M |
| AllSquare Wealth Management LLC | 0.99% | Reduce -1.8% | 15,314 | $1.7M |
| Leo Wealth, LLC | 0.17% | Add +6.7% | 15,251 | $1.7M |
| Idaho Trust Co | 1.55% | New | 14,531 | $1.6M |
| Fingerlakes Wealth Management, Inc. | 1.55% | Reduce -0.2% | 14,531 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.10% | Reduce -0.6% | 14,480 | $1.6M |
| Arlington Trust Co LLC | 0.41% | No change | 14,441 | $1.6M |
| Levin Capital Strategies, L.P. | 0.16% | No change | 14,345 | $1.6M |
| Roundview Capital LLC | 0.13% | Reduce -1.2% | 14,219 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.8% | 14,253 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Add +0.9% | 14,214 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +237.7% | 14,196 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Reduce -10.1% | 14,186 | $1.6M |
| HTG Investment Advisors, Inc. | 0.90% | Add +4.3% | 14,063 | $1.6M |
| Tortoise Investment Management, LLC | 0.19% | Reduce -19.2% | 13,902 | $1.5M |
| Fermata Advisors, LLC | 0.34% | Reduce -13.9% | 13,556 | $1.5M |
| BluePointe Capital Management, LLC | 1.01% | No change | 13,328 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -53.6% | 13,326 | $1.5M |
| Mission Wealth Management, LP | 0.04% | Add +77.8% | 13,324 | $1.5M |
| Principal Securities, Inc. | 0.05% | Reduce -29.2% | 13,107 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Reduce -25.4% | 12,953 | $1.4M |
| Regis Acquisition Inc. | 0.87% | Add +11.7% | 12,941 | $1.4M |
| Warren Street Wealth Advisors, LLC | 0.70% | Reduce -0.3% | 12,820 | $1.4M |
| AlTi Global, Inc. | 0.04% | Add +4.1% | 12,797 | $1.4M |
| Cutler Investment Counsel LLC | 0.19% | Add +10.9% | 12,771 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Add +7.6% | 12,684 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -9.3% | 12,551 | $1.4M |
| Texas Yale Capital Corp. | 0.06% | Add +0.0% | 12,501 | $1.4M |
| Independent Financial Group, LLC | 0.06% | Add +4.0% | 12,465 | $1.4M |
| Silver Oak Advisory Group, Inc. | 0.77% | Reduce -2.1% | 12,427 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.54% | Add +11.9% | 12,361 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.2% | 12,354 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -0.6% | 12,135 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Reduce -3.4% | 12,132 | $1.3M |
| MAS Advisors LLC | 1.50% | No change | 11,761 | $1.3M |
| BSW Wealth Partners | 0.22% | Add +7.8% | 11,572 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +0.3% | 11,466 | $1.3M |
| Triangle Securities Wealth Management | 0.36% | Add +4.1% | 11,432 | $1.3M |
| Consilio Wealth Advisors, LLC | 0.59% | Reduce -19.8% | 11,427 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | Add +0.2% | 11,402 | $1.3M |
| Ackerman Capital Advisors, LLC | 0.35% | Reduce -3.4% | 11,349 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +335.0% | 11,263 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -2.1% | 11,215 | $1.2M |
| Relative Value Partners Group, LLC | 0.08% | Reduce -28.0% | 12,024 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.59% | Add +3.6% | 11,176 | $1.2M |
| Millennium Management | 0.00% | Reduce -65.3% | 11,170 | $1.2M |
| Northwest Wealth Management, LLC | 0.34% | Add +2.9% | 11,142 | $1.2M |
| Kathleen S. Wright Associates Inc. | 0.58% | Add +6.8% | 11,085 | $1.2M |
| Wedbush Securities Inc. | 0.05% | Add +2.7% | 10,954 | $1.2M |
| Long Island Wealth Management, Inc. | 0.85% | Add +88.7% | 10,935 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.5% | 10,893 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.3% | 10,785 | $1.2M |
| Brand Asset Management Group, Inc. | 0.51% | Add +5.5% | 10,716 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Add +318.6% | 10,695 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +4.9% | 10,644 | $1.2M |
| W1M Asset Management Ltd | 0.09% | Add +0.8% | 10,590 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +3.0% | 10,525 | $1.2M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -8.1% | 10,492 | $1.2M |
| New Capital Management LP | 0.35% | Add +1.3% | 10,458 | $1.2M |
| Versant Capital Management, Inc | 0.33% | Reduce -8.2% | 10,455 | $1.2M |
| Cambridge Financial Group, LLC | 0.55% | Add +0.1% | 10,454 | $1.2M |
| Compass Financial Group, INC | 0.27% | Reduce -1.2% | 10,433 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.28% | No change | 10,354 | $1.1M |
| Blue Edge Capital, LLC | 0.19% | Add +6.5% | 10,267 | $1.1M |
| Nottingham Advisors, Inc. | 0.14% | No change | 10,260 | $1.1M |
| GenTrust, LLC | 0.07% | Reduce -0.2% | 10,173 | $1.1M |
| Trellis Wealth Advisors LLC | 0.64% | Add +0.1% | 10,172 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +2.6% | 10,146 | $1.1M |
| Principle Wealth Partners LLC | 0.09% | Add +5.9% | 10,071 | $1.1M |
| RBF Capital, LLC | 0.06% | No change | 10,000 | $1.1M |
| Windward Private Wealth Management Inc. | 0.45% | Reduce -11.3% | 9,990 | $1.1M |
| Hubbell Strickland Wealth Management, LLC | 0.56% | Add +0.3% | 9,986 | $1.1M |
| Abacus Planning Group, Inc. | 0.22% | Add +6.6% | 9,974 | $1.1M |
| Montag A & Associates Inc. | 0.06% | Add +0.1% | 9,940 | $1.1M |
| Renaissance Technologies | 0.00% | New | 9,900 | $1.1M |
| John W. Brooker & Co., CPAs | 0.59% | Reduce -0.6% | 9,890 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.95% | Add +0.1% | 9,813 | $1.1M |
| Benchmark Wealth Management, LLC | 0.58% | Add +0.4% | 9,685 | $1.1M |
| FF Advisors,LLC | 0.73% | Reduce -21.5% | 9,559 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.6% | 9,794 | $1.0M |
| Nikulski Financial, Inc. | 0.35% | Reduce -1.4% | 9,442 | $1.0M |
| Dakota Wealth Management | 0.03% | New | 9,316 | $1.0M |
| Rockingstone Advisors LLC | 0.53% | Add +6.4% | 9,306 | $1.0M |
| CGN Advisors LLC | 0.13% | Add +3.8% | 9,298 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +33.7% | 9,221 | $1.0M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -7.7% | 9,135 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +36.5% | 9,038 | $999K |
| Brightwater Advisory LLC | 0.80% | Reduce -1.7% | 8,961 | $990K |
| Strait & Sound Wealth Management LLC | 0.53% | Add +17.8% | 8,720 | $954K |
| Trevian Wealth Management LLC | 0.65% | Add +0.0% | 8,626 | $953K |
| Evercore Wealth Management, LLC | 0.01% | No change | 8,564 | $946K |
| Essex Financial Services, Inc. | 0.09% | Add +1.5% | 8,532 | $943K |
| TD Asset Management Inc | 0.00% | Add +9.0% | 8,515 | $941K |
| Keel Point, LLC | 0.10% | Add +0.3% | 8,506 | $940K |
| Successful Portfolios LLC | 0.64% | Add +5.9% | 8,440 | $933K |
| Edgestream Partners, L.P. | 0.05% | New | 8,406 | $929K |
| Index Fund Advisors, Inc. | 0.05% | Reduce -1.2% | 8,259 | $913K |
| New England Professional Planning Group Inc. | 0.48% | No change | 8,259 | $913K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +11.2% | 8,029 | $887K |
| Paragon Advisors, LLC | 0.35% | Reduce -60.6% | 7,961 | $880K |
| Argent Trust Co | 0.04% | Reduce -4.2% | 7,909 | $874K |
| SWP Financial LLC | 0.61% | Add +15.0% | 7,880 | $871K |
| Kendall Capital Management | 0.30% | Add +0.5% | 7,844 | $867K |
| Register Financial Advisors LLC | 0.45% | Reduce -0.3% | 7,808 | $863K |
| Catalyst Financial Partners LLC | 0.22% | Reduce -3.2% | 8,133 | $859K |
| Kovack Advisors, Inc. | 0.10% | Reduce -6.1% | 7,675 | $848K |
| Two Sigma Securities, LLC | 0.04% | New | 7,651 | $845K |
| EP Wealth Advisors, LLC | 0.01% | Add +3.0% | 7,647 | $845K |
| Redmond Asset Management, LLC | 0.27% | Add +2.6% | 7,604 | $840K |
| Mutual Advisors, LLC | 0.03% | Add +38.5% | 7,594 | $839K |
| Dodds Wealth, LLC | 0.34% | Add +47.4% | 7,584 | $838K |
| Sax Wealth Advisors, LLC | 0.10% | Add +5.5% | 7,572 | $837K |
| Sonoma Private Wealth LLC | 1.34% | No change | 7,560 | $835K |
| Schrum Private Wealth Management LLC | 0.75% | Add +49.6% | 7,522 | $831K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 7,500 | $829K |
| Verus Financial Partners, Inc. | 0.10% | Add +265.7% | 7,446 | $823K |
| Farther Finance Advisors, LLC | 0.05% | Add +8.6% | 7,438 | $820K |
| Rehmann Capital Advisory Group | 0.06% | Add +0.2% | 7,364 | $814K |
| Rothschild Investment LLC | 0.06% | No change | 7,270 | $803K |
| First PREMIER Bank | 0.21% | Add +0.1% | 7,260 | $802K |
| C M Bidwell & Associates Ltd. | 0.54% | Add +0.3% | 7,240 | $800K |
| FC Advisory LLC | 0.29% | Add +0.4% | 7,100 | $785K |
| Y.D. More Investments Ltd | 0.14% | New | 7,085 | $783K |
| Gray Wealth Management Inc. | 0.35% | Reduce -4.2% | 7,009 | $774K |
| HUB Investment Partners, LLC | 0.04% | Reduce -75.4% | 6,984 | $772K |
| InterOcean Capital Group, LLC | 0.02% | Reduce -2.8% | 6,979 | $771K |
| Wilson & Boucher Capital Management, LLC | 0.60% | Add +18.9% | 6,930 | $766K |
| Ade, LLC | 0.51% | Add +2.8% | 6,922 | $765K |
| Brickley Wealth Management | 0.17% | Add +2.1% | 6,896 | $762K |
| One Capital Management, LLC | 0.03% | Add +0.0% | 6,856 | $758K |
| First Interstate Bank | 0.05% | No change | 6,850 | $757K |
| AE Wealth Management LLC | 0.01% | Reduce -77.8% | 6,759 | $747K |
| Ballentine Partners, LLC | 0.01% | Reduce -4.7% | 6,719 | $742K |
| Pine Harbor Wealth Management, LLC | 0.47% | Add +0.1% | 6,714 | $742K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -2.5% | 6,711 | $742K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.0% | 6,689 | $739K |
| Fiera Capital Corp | 0.00% | Reduce -13.7% | 6,605 | $730K |
| Aristides Capital LLC | 0.31% | No change | 6,571 | $726K |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +0.2% | 6,569 | $726K |
| Wakefield Asset Management LLLP | 0.25% | No change | 6,561 | $725K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -12.6% | 6,486 | $717K |
| MIdWestOne Financial Group, Inc. | 0.13% | No change | 6,460 | $714K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -4.4% | 6,421 | $710K |
| FinTrust Capital Advisors, LLC | 0.14% | Reduce -15.5% | 6,395 | $707K |
| MPS Loria Financial Planners, LLC | 0.24% | No change | 6,362 | $703K |
| Barlow Wealth Partners, LLC | 0.10% | No change | 6,525 | $702K |
| Cardinal Point Capital Management ULC | 0.13% | New | 6,300 | $696K |
| Lumbard & Kellner, LLC | 0.34% | Reduce -0.8% | 6,295 | $696K |
| Client 1ST Advisory Group, LLC | 0.31% | Add +0.0% | 6,290 | $695K |
| Quadrant Capital Group LLC | 0.05% | No change | 6,288 | $695K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +7.3% | 6,253 | $691K |
| Sage Mountain Advisors LLC | 0.07% | Add +10236.7% | 6,202 | $685K |
| PFG Advisors | 0.05% | Add +0.8% | 6,109 | $675K |
| Karpus Management, Inc. | 0.02% | Reduce -29.1% | 6,100 | $674K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -7.4% | 6,088 | $673K |
| Christensen, King & Associates Investment Services, Inc. | 0.34% | Add +0.0% | 6,070 | $671K |
| Moseley Investment Management Inc. | 0.33% | Add +17.4% | 6,066 | $670K |
| Strategy Asset Managers LLC | 0.14% | Add +9.2% | 6,031 | $666K |
| Callan Capital, LLC | 0.06% | Add +0.1% | 6,006 | $664K |
| Ameritas Advisory Services, LLC | 0.03% | Add +31.9% | 6,048 | $657K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 5,810 | $642K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -0.7% | 5,804 | $641K |
| American Money Management, LLC | 0.13% | Reduce -1.1% | 5,683 | $628K |
| Roble, Belko & Company, Inc | 0.11% | Reduce -9.7% | 5,659 | $625K |
| Divergent Planning, LLC | 0.26% | Add +0.8% | 5,656 | $623K |
| Citizens Financial Group Inc. | 0.02% | Add +65.3% | 5,580 | $617K |
| Clear Harbor Asset Management, LLC | 0.05% | No change | 5,579 | $617K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.6% | 5,546 | $613K |
| Monument Capital Management | 0.17% | Add +12.1% | 5,435 | $601K |
| Sierra Capital LLC | 0.08% | Add +0.4% | 5,404 | $597K |
| Vista Investment Management | 0.24% | Reduce -1.0% | 5,289 | $584K |
| Hohimer Wealth Management, LLC | 0.14% | Reduce -30.6% | 5,265 | $582K |
| Smith, Moore & Co. | 0.06% | No change | 5,204 | $575K |
| Embree Financial Group | 0.11% | Reduce -15.4% | 5,193 | $574K |
| Banco BTG Pactual S.A. | 0.18% | Add +42.1% | 5,112 | $565K |
| First Foundation Advisors | 0.02% | Add +0.1% | 5,105 | $564K |
| CreativeOne Wealth, LLC | 0.02% | Add +76.7% | 5,083 | $562K |
| Cwm, LLC | 0.00% | Add +22.9% | 5,082 | $562K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +108.9% | 5,084 | $562K |
| Ratio Wealth Group | 0.10% | Add +4.8% | 5,064 | $560K |
| Lantern Wealth Advisors, LLC | 0.39% | New | 5,049 | $558K |
| Herold Advisors, Inc. | 0.13% | New | 5,048 | $558K |
| Addis & Hill, Inc | 0.47% | No change | 5,035 | $553K |
| Collaborative Wealth Managment Inc. | 0.28% | Reduce -4.6% | 4,980 | $550K |
| IPG Investment Advisors LLC | 0.12% | No change | 4,933 | $545K |
| Asset Management Group, Inc. | 0.08% | Add +1.4% | 4,913 | $543K |
| Aspiriant, LLC | 0.02% | Add +0.8% | 4,858 | $537K |
| Five Oceans Advisors | 0.27% | Add +0.6% | 4,837 | $535K |
| Carnegie Investment Counsel | 0.02% | Add +4.0% | 4,833 | $534K |
| Genus Capital Management Inc. | 0.07% | — | 4,811 | $532K |
| TCV Trust & Wealth Management, Inc. | 0.05% | Reduce -1.2% | 4,805 | $531K |
| Capital Advisory Group Advisory Services, LLC | 0.25% | No change | 4,735 | $523K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -16.1% | 4,726 | $522K |
| Vista Capital Partners, Inc. | 0.06% | Add +15.2% | 4,691 | $518K |
| Hartline Investment Corp./ | 0.09% | New | 4,686 | $518K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -52.6% | 4,686 | $518K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.6% | 4,669 | $516K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +1.3% | 4,652 | $514K |
| Catalina Capital Group, LLC | 0.22% | New | 4,587 | $507K |
| Objective Capital Management, LLC | 0.34% | No change | 4,562 | $504K |
| Garrison Point Advisors, LLC | 0.32% | Add +2.7% | 4,555 | $503K |
| Syntrinsic LLC | 0.17% | Reduce -0.3% | 4,900 | $502K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.7% | 4,527 | $500K |
| Equitable Holdings, Inc. | 0.01% | Add +1.5% | 4,516 | $499K |
| Proffitt & Goodson Inc. | 0.09% | Reduce -2.8% | 4,512 | $499K |
| Well Done, LLC | 0.10% | Add +3.1% | 4,481 | $495K |
| MorganRosel Wealth Management, LLC | 0.18% | Add +1.1% | 4,468 | $494K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -0.2% | 4,461 | $493K |
| Savant Capital, LLC | 0.01% | Reduce -17.1% | 4,447 | $491K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 4,433 | $490K |
| Curbstone Financial Management Corp | 0.11% | No change | 4,430 | $490K |
| Verum Partners LLC | 0.17% | Reduce -9.4% | 4,425 | $489K |
| Cedar Brook Financial Partners, LLC | 0.10% | Add +4.9% | 4,409 | $487K |
| Hudock, Inc. | 0.11% | Reduce -3.5% | 4,405 | $487K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +6.5% | 4,396 | $486K |
| Family Firm, Inc. | 0.12% | Add +8.4% | 4,393 | $485K |
| Mgo One Seven LLC | 0.03% | Reduce -7.5% | 4,392 | $485K |
| Mayfair Advisory Group, LLC | 0.35% | Add +34.4% | 4,324 | $478K |
| Port Capital LLC | 0.02% | No change | 4,316 | $477K |
| Olistico Wealth, LLC | 0.34% | Add +0.0% | 4,316 | $477K |
| Integrity Financial Corp | 0.32% | Add +19.3% | 4,231 | $468K |
| Boston Trust Walden Corp | 0.00% | No change | 4,225 | $467K |
| Crestone Asset Management LLC | 0.09% | No change | 4,221 | $466K |
| Weaver Consulting Group | 0.17% | Add +5.0% | 4,207 | $465K |
| SageView Advisory Group, LLC | 0.02% | New | 1,779 | $464K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 2,091 | $462K |
| Wellington Management Group LLP | 0.00% | Reduce -98.8% | 4,143 | $458K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -20.7% | 4,030 | $445K |
| Tudor Investment Corporation | 0.01% | Add +30.8% | 4,027 | $445K |
| Macroview Investment Management LLC | 0.49% | Add +0.4% | 4,021 | $444K |
| Bailard, Inc. | 0.01% | Add +1.3% | 4,017 | $444K |
| LGL Partners, LLC | 0.07% | Add +0.4% | 4,014 | $444K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | No change | 3,995 | $441K |
| Cardiff Park Advisors, LLC | 0.04% | Add +3.6% | 3,979 | $440K |
| Cooper Financial Group | 0.07% | Add +0.9% | 3,961 | $438K |
| Urban Financial Advisory Corp | 0.27% | Add +74.4% | 3,935 | $435K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.1% | 3,935 | $435K |
| Harbour Investment Management LLC | 0.20% | Add +18.7% | 3,923 | $433K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -22.3% | 3,952 | $433K |
| Mayport, LLC | 0.16% | No change | 3,900 | $431K |
| DB Fitzpatrick & Co, Inc | 0.39% | Reduce -66.9% | 3,892 | $430K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -7.3% | 3,875 | $428K |
| Tactive Advisors, LLC | 0.23% | Add +0.2% | 3,859 | $426K |
| Lutz Financial Services LLC | 0.04% | Reduce -4.6% | 3,827 | $423K |
| MBE Wealth Management, LLC | 0.26% | Add +0.5% | 3,818 | $422K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 3,808 | $421K |
| Burkett Financial Services, LLC | 0.22% | Add +11.0% | 3,795 | $419K |
| University of Maryland Foundation, Inc. | 0.40% | No change | 3,786 | $418K |
| Private Trust Co. NA | 0.04% | No change | 3,761 | $416K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +0.0% | 3,761 | $416K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -0.2% | 3,746 | $414K |
| Wolverine Trading, LLC | 0.00% | New | 3,736 | $413K |
| ETF Portfolio Partners, Inc. | 0.13% | New | 3,715 | $411K |
| Blue Trust, Inc. | 0.01% | Add +166.0% | 3,700 | $409K |
| First National Corp. /Ma/ | 0.10% | No change | 3,925 | $404K |
| Kanawha Capital Management LLC | 0.03% | No change | 3,645 | $403K |
| IHT Wealth Management, LLC | 0.02% | Add +11.0% | 3,639 | $402K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +17.9% | 3,627 | $402K |
| Formidable Asset Management, LLC | 0.06% | Reduce -2.5% | 3,590 | $397K |
| Modus Advisors, LLC | 0.15% | Reduce -3.0% | 3,580 | $396K |
| Cheviot Value Management, LLC | 0.09% | No change | 3,571 | $395K |
| Morningstar Investment Services LLC | 0.00% | No change | 3,569 | $394K |
| Aerodigm Wealth, LLC | 0.16% | Reduce -50.0% | 3,554 | $393K |
| Flagship Private Wealth, LLC | 0.25% | Add +0.4% | 3,523 | $389K |
| Headlands Technologies LLC | 0.09% | Add +0.6% | 3,519 | $389K |
| American Investment Services, Inc. | 0.07% | Add +5.3% | 3,515 | $388K |
| Pointe Capital Management LLC | 0.24% | Add +0.3% | 3,513 | $388K |
| Retirement Planning Group, LLC | 0.03% | Add +55.0% | 3,460 | $382K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.4% | 3,443 | $380K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.7% | 3,433 | $379K |
| Edge Capital Group, LLC | 0.02% | No change | 3,424 | $378K |
| Chesley Taft & Associates LLC | 0.02% | Add +2.1% | 3,419 | $378K |
| Connectus Wealth, LLC | 0.01% | No change | 3,412 | $377K |
| Robinson Capital Management, LLC | 0.14% | Reduce -15.7% | 3,500 | $377K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -5.7% | 3,392 | $375K |
| US Bancorp \de | 0.00% | Add +45.7% | 3,385 | $374K |
| Aua Capital Management, LLC | 0.21% | Reduce -23.5% | 3,343 | $369K |
| Resolute Advisors LLC | 0.07% | Add +0.4% | 3,313 | $366K |
| Founders Financial Securities LLC | 0.04% | No change | 3,304 | $365K |
| Agf Management Ltd. | 0.00% | Add +2.1% | 3,290 | $364K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +0.2% | 3,279 | $362K |
| Flower City Capital | 0.24% | Add +5.5% | 3,273 | $362K |
| Letko, Brosseau & Associates Inc. | 0.01% | No change | 3,250 | $359K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -4.2% | 3,220 | $356K |
| First Community Trust NA | 0.33% | No change | 3,205 | $354K |
| Norris Perne & French LLP | 0.03% | No change | 3,195 | $353K |
| Waypoint Wealth Partners Inc. | 0.10% | Reduce -0.9% | 3,183 | $352K |
| Merit Financial Group, LLC | 0.01% | Add +0.5% | 3,225 | $351K |
| Tillman Hartley LLC | 0.12% | Add +21.1% | 3,169 | $350K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,168 | $350K |
| Main Management LLC | 0.03% | Reduce -0.6% | 3,148 | $348K |
| Advance Capital Management, Inc. | 0.02% | No change | 3,097 | $342K |
| Advisory Services Network, LLC | 0.01% | Add +21.2% | 3,095 | $342K |
| IFP Advisors, Inc | 0.01% | Add +37.2% | 3,087 | $341K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.3% | 3,078 | $340K |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 3,026 | $334K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 3,000 | $332K |
| Sterling Investment Advisors, Ltd. | 0.09% | Add +2.0% | 2,994 | $331K |
| RS Crum Inc. | 0.09% | Add +2.8% | 2,983 | $330K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +31.2% | 2,967 | $328K |
| PrairieView Partners, LLC | 0.04% | No change | 2,952 | $327K |
| Peninsula Wealth, LLC | 0.06% | Reduce -23.5% | 2,931 | $324K |
| Arcadia Investment Advisors LLC | 0.18% | Reduce -4.9% | 2,931 | $324K |
| DecisionPoint Financial, LLC | 0.13% | Add +5.2% | 2,997 | $323K |
| Compton Wealth Advisory Group, LLC | 0.09% | Add +3.5% | 2,913 | $322K |
| Creekmur Asset Management LLC | 0.11% | Add +4.8% | 2,890 | $319K |
| BOS Asset Management, LLC | 0.17% | Add +6.9% | 2,883 | $319K |
| Procyon Advisors, LLC | 0.02% | Add +5.3% | 2,882 | $318K |
| Tiaa Trust, National Association | 0.00% | New | 2,865 | $317K |
| Elevation Wealth Partners, LLC | 0.16% | No change | 2,821 | $312K |
| MontVue Capital Management, Inc. | 0.27% | Reduce -1.1% | 2,792 | $309K |
| Fiduciary Group, LLC | 0.03% | No change | 2,783 | $308K |
| Caitlin John, LLC | 0.23% | Reduce -5.0% | 2,761 | $305K |
| First Manhattan Co. Llc. | 0.00% | Reduce -47.1% | 2,755 | $305K |
| Boston Standard Wealth Management, LLC | 0.07% | Reduce -2.3% | 2,762 | $305K |
| Centaurus Financial, Inc. | 0.02% | Reduce -15.3% | 2,762 | $305K |
| Applied Capital LLC | 0.18% | Add +39.5% | 2,735 | $302K |
| Claret Asset Management Corp | 0.05% | No change | 2,720 | $301K |
| Melfa Wealth Management, Inc. | 0.22% | Add +23.4% | 2,721 | $301K |
| WealthShield Partners, LLC | 0.05% | Reduce -3.0% | 2,717 | $300K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.1% | 2,708 | $299K |
| Hall Laurie J Trustee | 0.10% | No change | 2,699 | $298K |
| Ieq Capital, LLC | 0.00% | Add +4.7% | 2,695 | $298K |
| Brookstone Capital Management | 0.01% | Add +8.9% | 2,689 | $297K |
| Regions Financial Corp. | 0.00% | Reduce -46.6% | 2,679 | $296K |
| CFO4Life Group, LLC | 0.05% | Add +1.6% | 2,664 | $294K |
| Hanson & Doremus Investment Management | 0.05% | Add +45.1% | 2,659 | $294K |
| Thomasville National Bank | 0.02% | No change | 2,654 | $293K |
| LifeGuide Financial Advisors, LLC | 0.15% | Reduce -21.5% | 2,648 | $293K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -85.1% | 2,644 | $292K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -4.4% | 2,638 | $291K |
| Geometric Wealth Advisors | 0.07% | No change | 2,630 | $291K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 2,626 | $290K |
| Prosperity Planning, Inc. | 0.14% | Add +2.9% | 2,602 | $288K |
| GTS Securities LLC | 0.01% | New | 2,593 | $287K |
| Alliance Wealth Management Group | 0.08% | No change | 2,590 | $286K |
| Towercrest Capital Management | 0.05% | No change | 2,590 | $286K |
| Unison Advisors LLC | 0.03% | New | 2,588 | $286K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +15.1% | 2,554 | $282K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +0.3% | 2,552 | $282K |
| Synergy Financial Group, LTD | 0.32% | Reduce -1.4% | 2,546 | $281K |
| Centurion Wealth Management LLC | 0.11% | No change | 2,540 | $281K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Add +15.6% | 2,533 | $280K |
| Soundmark Wealth Management, LLC | 0.12% | Add +9.5% | 2,507 | $277K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,505 | $277K |
| Garde Capital, Inc. | 0.02% | Add +21.8% | 2,500 | $276K |
| Tacita Capital Inc | 0.19% | Add +2.7% | 2,483 | $274K |
| BCR Wealth Strategies, LLC | 0.18% | Add +2.0% | 2,385 | $264K |
| Next Capital Management LLC | 0.11% | Add +0.3% | 2,362 | $261K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.2% | 2,366 | $261K |
| OneAscent Financial Services LLC | 0.03% | Add +20.9% | 2,356 | $260K |
| Rebalance, LLC | 0.02% | Reduce -20.4% | 2,351 | $260K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | New | 2,331 | $258K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | No change | 2,325 | $257K |
| Burton Enright Welch | 0.06% | Reduce -11.3% | 2,316 | $256K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | Add +6.3% | 2,302 | $254K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -15.0% | 2,288 | $253K |
| Commerce Bank | 0.00% | No change | 2,275 | $251K |
| TrueWealth Financial Partners | 0.18% | New | 2,274 | $251K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | Add +0.0% | 2,272 | $251K |
| Charter Oak Capital Management, LLC | 0.03% | Add +1.1% | 2,267 | $251K |
| Retirement Group, LLC | 0.09% | Add +0.0% | 2,258 | $250K |
| Samalin Investment Counsel, LLC | 0.12% | Add +11.8% | 2,236 | $247K |
| Financial Perspectives, Inc | 0.09% | Add +0.3% | 2,221 | $245K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +0.1% | 2,220 | $245K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -6.3% | 2,214 | $245K |
| Greenwich Wealth Management LLC | 0.02% | New | 2,205 | $244K |
| Red Door Wealth Management, LLC | 0.05% | No change | 2,206 | $244K |
| Scotia Capital Inc. | 0.00% | New | 2,180 | $241K |
| Ascent Group, LLC | 0.02% | Add +0.2% | 2,170 | $240K |
| Waller Financial Planning Group, Inc. | 0.06% | Add +0.1% | 2,166 | $239K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,157 | $238K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -0.3% | 2,146 | $237K |
| Evolution Advisers, Inc. | 0.14% | Add +59.2% | 2,141 | $237K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,140 | $236K |
| Phoenix Financial Ltd. | 0.00% | No change | 2,135 | $236K |
| Derbend Asset Management | 0.12% | New | 2,131 | $235K |
| StoneX Group Inc. | 0.02% | New | 2,130 | $235K |
| Hibernia Wealth Partners, LLC | 0.16% | New | 2,124 | $235K |
| Facet Wealth, Inc. | 0.01% | New | 2,129 | $234K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.1% | 2,109 | $233K |
| Heritage Trust Co | 0.03% | No change | 2,102 | $232K |
| Addison Advisors LLC | 0.08% | No change | 2,094 | $231K |
| Matisse Capital | 0.11% | No change | 2,073 | $229K |
| Algorithmic Investment Models, LLC | 0.17% | Reduce -2.8% | 2,062 | $228K |
| BigSur Wealth Management LLC | 0.07% | No change | 2,057 | $227K |
| Forte Asset Management LLC | 0.14% | New | 2,050 | $227K |
| Liberty Wealth Management LLC | 0.04% | Reduce -98.1% | 2,032 | $224K |
| Portside Wealth Group, LLC | 0.04% | Reduce -3.8% | 2,019 | $223K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,001 | $221K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 2,000 | $221K |
| Citizens & Northern Corp. | 0.07% | No change | 2,000 | $221K |
| Barclays PLC | 0.00% | No change | 2,000 | $221K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 1,991 | $220K |
| Prospera Financial Services Inc | 0.01% | New | 1,988 | $220K |
| Financial Counselors Inc. | 0.00% | New | 1,942 | $215K |
| Berger Financial Group, Inc | 0.02% | New | 1,942 | $215K |
| TFB Advisors LLC | 0.08% | New | 2,010 | $214K |
| AF Advisors, Inc. | 0.05% | New | 1,934 | $214K |
| Haverford Trust Co | 0.00% | New | 1,925 | $213K |
| Revisor Wealth Management LLC | 0.10% | New | 1,967 | $212K |
| Forum Financial Management, LP | 0.00% | New | 1,905 | $211K |
| FMB Wealth Management | 0.17% | New | 1,905 | $211K |
| Oak Family Advisors, LLC | 0.08% | Reduce -6.9% | 1,893 | $209K |
| Drive Wealth Management, LLC | 0.06% | New | 1,886 | $208K |
| Waterloo Capital, L.P. | 0.03% | Reduce -16.0% | 1,884 | $208K |
| LPWM LLC | 0.08% | New | 1,911 | $208K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 1,860 | $206K |
| Cabot-Wellington, LLC | 0.08% | New | 1,859 | $205K |
| Verus Capital Partners, LLC | 0.02% | New | 1,836 | $203K |
| WestEnd Advisors, LLC | 0.01% | Reduce -58.1% | 1,832 | $202K |
| Imprint Wealth LLC | 0.05% | New | 1,830 | $202K |
| Wesbanco Bank Inc. | 0.01% | New | 1,822 | $201K |
| CENTRAL TRUST Co | 0.00% | Add +29.6% | 1,701 | $188K |
| Planning Capital Management Corp | 0.13% | Add +10.4% | 1,667 | $184K |
| Robinswood Financial LLC | 0.08% | Add +1.2% | 1,595 | $176K |
| Smithfield Trust Co | 0.01% | Add +2.9% | 1,554 | $173K |
| TFC Financial Management, Inc. | 0.03% | Add +175.8% | 1,542 | $170K |
| Asset Dedication, LLC | 0.01% | Add +10.8% | 1,514 | $168K |
| Crewe Advisors LLC | 0.02% | No change | 1,504 | $166K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,473 | $163K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Reduce -9.6% | 1,389 | $153K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +649.2% | 1,386 | $153K |
| Belmont Capital, LLC | 0.04% | No change | 1,380 | $152K |
| Palisade Asset Management, LLC | 0.01% | New | 1,370 | $151K |
| Signature Resources Capital Management, LLC | 0.13% | No change | 1,361 | $140K |
| Maryland Capital Advisors Inc. | 0.09% | No change | 1,267 | $140K |
| Rakuten Securities, Inc. | 0.06% | New | 1,258 | $139K |
| TD Capital Management LLC | 0.01% | Add +0.4% | 1,232 | $136K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -15.1% | 1,227 | $136K |
| TruNorth Capital Management, LLC | 0.04% | — | 1,162 | $128K |
| Perkins Coie Trust Co | 0.03% | No change | 1,130 | $125K |
| Elevate Wealth Advisory, Inc. | 0.10% | Add +3.7% | 1,092 | $121K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.4% | 1,050 | $116K |
| Bogart Wealth, LLC | 0.01% | Add +10.2% | 1,045 | $115K |
| Christopher J. Hasenberg, Inc | 0.06% | New | 1,014 | $112K |
| Bokf, NA | 0.00% | No change | 1,000 | $110K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 990 | $109K |
| Lazard Asset Management LLC | 0.00% | Reduce -49.2% | 979 | $108K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.2% | 957 | $104K |
| SouthState Bank Corp | 0.01% | No change | 921 | $102K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 900 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.7% | 887 | $98K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.1% | 884 | $98K |
| AlphaMark Advisors, LLC | 0.03% | No change | 875 | $97K |
| Tompkins Financial Corp. | 0.01% | No change | 819 | $91K |
| Phillips Financial Management, LLC | 0.01% | No change | 812 | $90K |
| Princeton Global Asset Management LLC | 0.02% | Add +11.5% | 754 | $83K |
| WASHINGTON TRUST Co | 0.00% | Reduce -35.8% | 752 | $83K |
| Realta Investment Advisors | 0.02% | New | 750 | $83K |
| Howe & Rusling Inc. | 0.01% | Add +0.1% | 724 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +3.4% | 722 | $80K |
| Quent Capital, LLC | 0.01% | Add +0.4% | 715 | $79K |
| Webster Bank, N. A. | 0.01% | Add +33.9% | 703 | $78K |
| Future Financial Wealth Managment LLC | 0.06% | New | 700 | $77K |
| Woodmont Investment Counsel LLC | 0.01% | New | 695 | $77K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -12.2% | 665 | $73K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 661 | $73K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +1.1% | 647 | $71K |
| Arax Advisory Partners | 0.01% | Add +3.0% | 642 | $71K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1680.6% | 641 | $71K |
| Westside Investment Management, Inc. | 0.02% | Add +71.4% | 600 | $66K |
| SJS Investment Consulting Inc. | 0.01% | No change | 600 | $66K |
| Northwest Capital Management Inc | 0.02% | No change | 547 | $60K |
| Gradient Investments LLC | 0.00% | No change | 521 | $58K |
| Fairman Group, LLC | 0.05% | Add +14.1% | 493 | $54K |
| McClarren Financial Advisors, Inc. | 0.04% | Add +0.4% | 468 | $52K |
| Stuart Chaussee & Associates, Inc. | 0.01% | New | 464 | $51K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -15.5% | 463 | $51K |
| Avion Wealth | 0.01% | No change | 460 | $51K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 450 | $50K |
| Horizon Financial Services, LLC | 0.03% | Reduce -95.2% | 448 | $50K |
| Continuum Advisory, LLC | 0.01% | New | 405 | $45K |
| West Paces Advisors Inc. | 0.01% | No change | 400 | $44K |
| JDM Financial Group LLC | 0.03% | No change | 377 | $42K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 375 | $41K |
| McIlrath & Eck, LLC | 0.01% | Add +9.7% | 374 | $41K |
| Hantz Financial Services, Inc. | 0.00% | No change | 367 | $41K |
| Wolff Wiese Magana LLC | 0.04% | No change | 370 | $41K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -64.8% | 355 | $39K |
| Global Assets Advisory, LLC | 0.02% | New | 350 | $39K |
| HBC Financial Services, PLLC | 0.03% | No change | 358 | $38K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 339 | $37K |
| Tyler-Stone Wealth Management | 0.02% | Add +126.2% | 328 | $36K |
| Glassman Wealth Services | 0.01% | Reduce -17.1% | 316 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | Add +96.8% | 305 | $34K |
| Bank of New Hampshire | 0.01% | No change | 300 | $33K |
| Stephens Consulting, LLC | 0.01% | No change | 285 | $31K |
| North Star Investment Management Corp. | 0.00% | No change | 281 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 284 | $31K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -6.4% | 248 | $27K |
| Assetmark, Inc. | 0.00% | Add +0.4% | 246 | $27K |
| Private Capital Management LLC | 0.01% | Add +0.4% | 241 | $27K |
| Archer Investment Corp | 0.01% | No change | 225 | $25K |
| Pacific Center for Financial Services | 0.01% | Add +343.8% | 213 | $24K |
| Front Row Advisors LLC | 0.01% | Add +27.2% | 206 | $23K |
| Salem Investment Counselors Inc. | 0.00% | No change | 203 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $22K |
| Atlantic Private Wealth, LLC | 0.02% | Add +11.1% | 933 | $22K |
| Highline Wealth Partners LLC | 0.01% | New | 195 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 189 | $21K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 181 | $20K |
| Compass Wealth Management LLC | 0.00% | No change | 176 | $19K |
| Horizon Investments, LLC | 0.00% | No change | 172 | $19K |
| First Financial Corp. | 0.01% | No change | 170 | $19K |
| First Pacific Financial | 0.00% | Add +3.4% | 151 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 143 | $16K |
| Gold Investment Management Ltd. | 0.01% | Add +1.5% | 137 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.5% | 136 | $15K |
| Winch Advisory Services, LLC | 0.00% | No change | 133 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -24.1% | 129 | $14K |
| Center for Financial Planning, Inc. | 0.00% | Add +17.4% | 128 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 127 | $14K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 126 | $14K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +11.2% | 119 | $13K |
| Financial Freedom, LLC | 0.01% | Add +0.9% | 117 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -3.4% | 113 | $13K |
| Whittier Trust Co. | 0.00% | New | 113 | $12K |
| Global Financial Private Client, LLC | 0.01% | No change | 111 | $12K |
| Bellevue Asset Management, LLC | 0.01% | No change | 110 | $12K |
| Red Tortoise LLC | 0.01% | No change | 110 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 105 | $12K |
| Raelipskie Partnership | 0.01% | New | 100 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $11K |
| Cedar Wealth Management, LLC | 0.00% | No change | 100 | $11K |
| City State Bank | 0.00% | No change | 100 | $11K |
| NewSquare Capital LLC | 0.00% | No change | 99 | $11K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 98 | $11K |
| PayPay Securities Corp | 0.49% | Reduce -12.8% | 89 | $10K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +2.5% | 81 | $9K |
| Wiser Advisor Group LLC | 0.01% | Add +37.3% | 81 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 75 | $8K |
| Bray Capital Advisors | 0.00% | Add +1.5% | 68 | $7K |
| Friedenthal Financial | 0.00% | No change | 64 | $7K |
| Gen-Wealth Partners Inc | 0.00% | — | 48 | $5K |
| TCTC Holdings, LLC | 0.00% | No change | 47 | $5K |
| Northwest Investment Counselors, LLC | 0.00% | New | 46 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -95.3% | 45 | $5K |
| Caldwell Trust Co | 0.00% | No change | 44 | $5K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 40 | $4K |
| Private Ocean, LLC | 0.00% | Reduce -99.8% | 33 | $4K |
| Tsfg, LLC | 0.00% | No change | 27 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 25 | $3K |
| 4Thought Financial Group Inc. | 0.00% | Add +26.7% | 19 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 18 | $2K |
| Abound Wealth Management | 0.00% | No change | 17 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 17 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -94.5% | 17 | $2K |
| Colonial Trust Advisors | 0.00% | New | 16 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 15 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 8 | $884 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $473 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 4 | $419 |
| Davis Capital Management | 0.00% | No change | 1 | $113 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 1 | $111 |
| Main Street Group, LTD | 0.00% | No change | 1 | $110 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $106 |
"% of holder's portfolio" is VT's weight in each manager's 13F, not the share of Vanguard Tot World STK ETF the manager owns.