Vanguard Tot World STK ETFVTETF
13F holders, Q2 2024 (June 30)905holders +15
59new positions
40sold out
7famous investors
$112.65avg. 13F price*
At the end of Q2 2024, 905 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 15 from Q1 2024. 59 opened new positions and 40 sold out. The largest holders were Rakuten Investment Management, Inc. ($1.8B), Texas Treasury Safekeeping Trust Co. ($1.2B) and Morgan Stanley ($449.7M). 7 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $62.0M |
| Exits | 40 | $135.1M |
All 13F filers, Q1 2024 → Q2 2024: 8,236,661 shares bought and 8,416,159 shares sold, net −179,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 905 holders
| Rakuten Investment Management, Inc. | 11.93% | Add +0.3% | 16,111,897 | $1.8B |
| Texas Treasury Safekeeping Trust Co. | 47.96% | Reduce -26.1% | 11,008,892 | $1.2B |
| Morgan Stanley | 0.03% | Add +1.1% | 3,992,614 | $449.7M |
| Cambridge Associates LLC /Ma/ | 18.68% | Add +3.0% | 3,617,638 | $407.5M |
| Bank of America Corp. | 0.03% | Reduce -3.2% | 2,633,300 | $296.6M |
| Jane Street Group, LLC | 0.26% | Add +5877.6% | 2,101,476 | $236.7M |
| Alliancebernstein L.P. | 0.08% | Add +15.1% | 2,081,526 | $234.4M |
| Edgehill Endowment Partners, LLC | 35.35% | Reduce -21.3% | 2,068,112 | $232.9M |
| UBS Group AG | 0.07% | Reduce -0.5% | 2,038,082 | $229.5M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Reduce -1.3% | 2,008,501 | $226.2M |
| Madrone Advisors, LLC | 39.21% | Reduce -4.4% | 1,982,655 | $223.3M |
| Partners Capital Investment Group, LLP | 3.71% | Add +442.8% | 1,948,359 | $219.6M |
| Royal Bank of Canada | 0.05% | Reduce -2.4% | 1,928,323 | $217.2M |
| Brandywine Trust Co. | 35.20% | Add +3.4% | 1,881,755 | $211.9M |
| Rockefeller Capital Management L.P. | 0.56% | Reduce -1.7% | 1,756,309 | $197.8M |
| Schroder Investment Management Group | 0.19% | Reduce -2.6% | 1,502,263 | $169.2M |
| Nepc LLC | 4.92% | No change | 1,326,000 | $149.3M |
| Northern Trust Corp. | 0.02% | Reduce -3.4% | 1,196,579 | $134.8M |
| Angeles Wealth Management, LLC | 11.89% | Add +5.4% | 1,124,393 | $126.6M |
| Wells Fargo & Company | 0.03% | Reduce -0.3% | 924,364 | $104.1M |
| LPL Financial LLC | 0.05% | Add +2.9% | 916,094 | $103.2M |
| Bank of New York Mellon Corp | 0.02% | Add +246.9% | 745,175 | $83.9M |
| Wind River Trust Co | 33.91% | Reduce -7.8% | 742,456 | $83.6M |
| Corient Private Wealth LP | 0.12% | Add +8.9% | 598,744 | $67.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.4% | 597,379 | $67.3M |
| Sageworth Trust Co | 4.15% | Reduce -3.7% | 584,680 | $65.9M |
| Cerity Partners OCIO LLC | 4.86% | — | 562,894 | $63.4M |
| Inscription Capital, LLC | 9.77% | Add +1.0% | 537,782 | $60.6M |
| Zhang Financial LLC | 4.16% | Add +3.9% | 528,621 | $59.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.0% | 525,077 | $59.1M |
| Agincourt Capital Management, LLC | 54.22% | Reduce -0.5% | 517,455 | $58.3M |
| Bleakley Financial Group, LLC | 1.65% | Add +4.0% | 506,717 | $57.1M |
| Simplicity Wealth,LLC | 1.29% | Add +4.0% | 506,492 | $57.0M |
| Fort Washington Investment Advisors Inc. | 0.36% | Add +53.8% | 485,635 | $54.7M |
| HighTower Advisors, LLC | 0.08% | Reduce -6.2% | 483,515 | $54.4M |
| OneDigital Investment Advisors LLC | 0.68% | Add +0.7% | 481,343 | $54.2M |
| Cresset Asset Management, LLC | 0.22% | Add +4.4% | 469,275 | $52.9M |
| Cetera Investment Advisers | 0.11% | Add +10.7% | 423,126 | $47.7M |
| SCS Capital Management LLC | 0.99% | Add +16.3% | 421,712 | $47.5M |
| Threadgill Financial, LLC | 22.26% | Add +2.5% | 421,438 | $47.5M |
| Vernal Point Advisors, LLC | 33.71% | Add +91.7% | 420,517 | $47.4M |
| Allianz Asset Management GmbH | 0.07% | Reduce -39.9% | 408,350 | $46.0M |
| Mariner, LLC | 0.09% | Add +7.2% | 397,262 | $44.7M |
| Yarbrough Capital, LLC | 1.82% | No change | 390,377 | $44.0M |
| Tiff Advisory Services, LLC | 15.08% | Add +21.2% | 388,291 | $43.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -0.3% | 367,505 | $41.4M |
| Cerity Partners LLC | 0.11% | Add +52.3% | 359,632 | $40.5M |
| Simon Quick Advisors, LLC | 2.84% | Add +11.1% | 356,574 | $40.2M |
| Raymond James & Associates | 0.03% | Add +16.1% | 350,440 | $39.5M |
| University of Chicago | 29.13% | Add +451.6% | 335,471 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.4% | 315,974 | $35.6M |
| WJ Interests, LLC | 16.69% | Add +6.3% | 297,486 | $33.5M |
| Prudential PLC | 0.23% | Reduce -19.1% | 296,210 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 277,083 | $31.2M |
| Laird Norton Wetherby Wealth Management, LLC | 1.42% | Add +8.2% | 266,692 | $30.0M |
| BIP Wealth, LLC | 2.44% | Reduce -17.5% | 264,947 | $29.8M |
| Susquehanna International Group, LLP | 0.05% | Add +351.0% | 264,930 | $29.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -28.7% | 250,199 | $28.2M |
| Prentice Wealth Management LLC | 9.15% | Add +3.0% | 249,112 | $28.1M |
| Brighton Jones LLC | 0.90% | Add +5.6% | 240,732 | $27.1M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -7.1% | 228,526 | $25.7M |
| Brown Advisory Inc. | 0.03% | Add +126.2% | 226,518 | $25.5M |
| Global Endowment Management, LP | 2.68% | Add +12.5% | 225,020 | $25.3M |
| Lido Advisors, LLC | 0.21% | Reduce -6.2% | 222,203 | $25.0M |
| Okabena Investment Services Inc. | 7.62% | Add +25.9% | 213,362 | $24.0M |
| National Bank of Canada | 0.04% | Add +54.8% | 208,798 | $23.5M |
| Bessemer Group Inc. | 0.04% | Reduce -0.7% | 204,292 | $23.0M |
| Mather Group, Llc. | 0.28% | Add +21.1% | 205,221 | $22.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -6.2% | 196,642 | $22.2M |
| Strategic Blueprint, LLC | 1.46% | Add +4.6% | 190,308 | $21.4M |
| Aspen Grove Capital, LLC | 5.00% | Reduce -18.1% | 188,427 | $21.2M |
| Heritage Wealth Advisors | 0.96% | Add +0.1% | 188,156 | $21.2M |
| GoalFusion Wealth Management, LLC | 12.50% | Reduce -0.2% | 178,630 | $20.1M |
| Accredited Investors Inc. | 1.25% | Reduce -0.3% | 177,370 | $20.0M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Add +0.4% | 177,121 | $20.0M |
| Clearstead Advisors, LLC | 0.34% | Add +20.7% | 176,478 | $19.9M |
| Ethos Financial Group, LLC | 3.42% | Add +1.4% | 170,733 | $19.2M |
| Sarasin & Partners LLP | 0.16% | Add +8.2% | 164,379 | $18.5M |
| Parkwood LLC | 2.30% | No change | 164,137 | $18.5M |
| Wealth Architects, LLC | 2.19% | Reduce -0.5% | 159,091 | $17.9M |
| NewEdge Wealth, LLC | 0.39% | Reduce -0.2% | 158,435 | $17.8M |
| Moneta Group Investment Advisors LLC | 0.27% | Add +22.3% | 152,821 | $17.2M |
| DHK Financial Advisors, Inc. | 11.50% | Reduce -13.6% | 146,265 | $16.5M |
| NorthCoast Asset Management LLC | 0.14% | Reduce -4.1% | 144,317 | $16.3M |
| Laird Norton Wetherby Trust Company, LLC | 2.29% | Add +0.0% | 144,137 | $16.2M |
| Creative Planning | 0.02% | Add +12.2% | 142,430 | $16.0M |
| Beaumont Financial Advisors, LLC | 1.28% | Reduce -3.7% | 142,000 | $16.0M |
| Red Wave Investments LLC | 5.90% | Reduce -0.6% | 141,976 | $16.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -24.4% | 140,044 | $15.8M |
| Comerica Bank | 0.06% | Add +2.1% | 137,999 | $15.5M |
| FSM Wealth Advisors, LLC | 5.12% | Add +9.2% | 135,583 | $15.3M |
| Evanson Asset Management, LLC | 1.11% | Add +0.3% | 134,291 | $15.1M |
| Waddell & Associates, LLC | 1.99% | Reduce -0.1% | 134,044 | $15.1M |
| Vanguard Group Inc. | 0.00% | Add +1284.5% | 125,127 | $14.1M |
| Fisher Asset Management | 0.01% | Reduce -8.8% | 124,492 | $14.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -40.1% | 122,658 | $13.8M |
| DORVAL Corp | 5.91% | Add +2.0% | 120,289 | $13.4M |
| Stratos Wealth Advisors, LLC | 0.65% | New | 117,181 | $13.2M |
| Hoge Financial Services, LLC | 10.78% | Add +3.5% | 116,768 | $13.2M |
| M&T Bank Corp | 0.04% | Reduce -0.2% | 116,206 | $13.1M |
| Allen Investment Management, LLC | 0.15% | No change | 113,293 | $12.8M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 112,738 | $12.7M |
| Manchester Capital Management LLC | 1.51% | Reduce -0.4% | 111,712 | $12.6M |
| Oxford Financial Group, LTD. LLC | 0.83% | Reduce -20.6% | 111,543 | $12.6M |
| Fifth Third Bancorp | 0.05% | Reduce -2.8% | 110,891 | $12.5M |
| St. Louis Trust Co | 1.89% | Reduce -7.7% | 109,754 | $12.4M |
| Ariel Investments | 0.13% | Reduce -42.7% | 106,282 | $12.0M |
| Pictet North America Advisors SA | 1.30% | Reduce -31.2% | 106,204 | $12.0M |
| Humankind Investments LLC | 3.02% | No change | 101,000 | $11.4M |
| Bank of Nova Scotia | 0.02% | New | 100,000 | $11.3M |
| Lighthouse Investment Partners, LLC | 0.62% | No change | 99,130 | $11.2M |
| Three Bridge Wealth Advisors, LLC | 4.38% | No change | 98,029 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -5.2% | 98,022 | $11.0M |
| Coyle Financial Counsel LLC | 3.94% | No change | 99,759 | $11.0M |
| Rathbones Group PLC | 0.06% | Add +1.3% | 96,716 | $10.9M |
| WMS Partners, LLC | 0.70% | Reduce -8.2% | 96,551 | $10.9M |
| MML Investors Services, LLC | 0.04% | Add +6.8% | 96,344 | $10.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +18.1% | 91,759 | $10.3M |
| Windsor Advisory Group, LLC | 20.70% | Add +346.1% | 91,671 | $10.3M |
| Bridgewater Advisors Inc. | 1.25% | Add +3.1% | 90,083 | $10.1M |
| Foster Group, Inc. | 0.39% | Add +15.8% | 87,091 | $9.8M |
| Summit Trail Advisors, LLC | 0.26% | Add +0.3% | 86,736 | $9.8M |
| NYL Investors LLC | 0.69% | Add +2.7% | 86,100 | $9.7M |
| Rain Capital Management, LLC | 6.81% | Add +2.3% | 86,758 | $9.7M |
| Orcam Financial Group | 10.32% | Add +0.2% | 85,393 | $9.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -28.6% | 84,119 | $9.5M |
| Robertson Stephens Wealth Management, LLC | 0.50% | New | 84,095 | $9.5M |
| WBH Advisory Inc. | 0.94% | Reduce -2.1% | 82,798 | $9.3M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -0.7% | 82,589 | $9.3M |
| Bank of Montreal | 0.00% | Add +7.7% | 82,146 | $9.3M |
| Banco Santander, S.A. | 0.11% | Add +28.4% | 81,942 | $9.2M |
| Newton One Investments LLC | 3.91% | Reduce -0.5% | 80,568 | $9.1M |
| Jasper Ridge Partners, L.P. | 0.29% | No change | 79,173 | $8.9M |
| Frisch Financial Group, Inc. | 2.65% | Add +3.6% | 77,654 | $8.7M |
| Leavell Investment Management, Inc. | 0.48% | Add +1.3% | 77,006 | $8.7M |
| Choate Investment Advisors | 0.23% | Add +8.6% | 76,901 | $8.7M |
| Seldon Capital LP | 4.76% | No change | 75,547 | $8.5M |
| Almanack Investment Partners, LLC. | 1.40% | Add +20.4% | 73,877 | $8.3M |
| Prudential Financial Inc. | 0.01% | Add +12.5% | 72,877 | $8.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -12.9% | 72,537 | $8.2M |
| Seven Post Investment Office LP | 1.48% | Add +0.1% | 71,040 | $8.0M |
| GeoWealth Management, LLC | 0.34% | Reduce -3.3% | 69,852 | $7.9M |
| Buckingham Strategic Wealth, LLC | 0.08% | Add +0.0% | 69,851 | $7.9M |
| Financial Symmetry Inc | 6.12% | Reduce -3.2% | 69,823 | $7.9M |
| BlackRock Inc. | 0.00% | Add +3.1% | 68,995 | $7.8M |
| Walter & Keenan Wealth Management LLC /in/ | 2.47% | Reduce -2.5% | 68,931 | $7.8M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -0.9% | 68,379 | $7.7M |
| Security National Bank of So Dak | 4.48% | Reduce -1.8% | 66,588 | $7.5M |
| Choreo, LLC | 0.13% | Add +11.9% | 66,472 | $7.5M |
| Investments & Financial Planning, LLC | 4.84% | Reduce -0.7% | 63,964 | $7.2M |
| Hoylecohen, LLC | 0.53% | Reduce -0.4% | 62,590 | $7.0M |
| FMR LLC | 0.00% | Add +3.8% | 61,062 | $6.9M |
| Barry Investment Advisors, LLC | 2.31% | Reduce -1.8% | 60,836 | $6.9M |
| Focus Partners Wealth | 0.02% | Add +255.0% | 60,252 | $6.8M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -8.9% | 59,164 | $6.7M |
| Compass Ion Advisors, LLC | 0.95% | Add +2.3% | 60,249 | $6.7M |
| Atlas Capital Advisors Inc. | 0.87% | Reduce -14.8% | 59,108 | $6.7M |
| Belpointe Asset Management LLC | 0.46% | Reduce -2.1% | 58,444 | $6.6M |
| Fiduciary Trust Co | 0.10% | No change | 58,237 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +25.4% | 57,033 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Add +53.9% | 56,944 | $6.4M |
| SYM FINANCIAL Corp | 1.01% | Add +4.7% | 56,412 | $6.4M |
| Waverly Advisors, LLC | 0.12% | Add +37.3% | 56,135 | $6.3M |
| Myecfo, LLC | 3.58% | Reduce -0.3% | 55,130 | $6.2M |
| Joel Isaacson & Co., LLC | 0.33% | Add +4.3% | 55,027 | $6.2M |
| Fifth Third Securities, Inc. | 0.57% | Reduce -2.3% | 54,458 | $6.1M |
| Jones Financial Companies LLLP | 0.01% | Add +56.5% | 54,072 | $6.1M |
| Smartleaf Asset Management LLC | 1.00% | Add +11.1% | 53,871 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -6.7% | 53,555 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | — | 53,055 | $5.7M |
| Dorsey & Whitney Trust CO LLC | 0.39% | No change | 50,305 | $5.7M |
| NWF Advisory Services Inc. | 0.90% | Add +0.3% | 50,159 | $5.6M |
| Bluespring Wealth Management, LLC | 0.61% | Reduce -0.2% | 50,025 | $5.6M |
| Capitolis Liquid Global Markets LLC | 0.07% | No change | 50,000 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +20.8% | 49,987 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +144.5% | 49,969 | $5.6M |
| Perigon Wealth Management, LLC | 0.16% | Add +221.4% | 49,577 | $5.6M |
| Intergy Private Wealth, LLC | 2.29% | Reduce -0.3% | 49,189 | $5.5M |
| Gotham Asset Management | 0.07% | Reduce -40.1% | 48,291 | $5.4M |
| Sivia Capital Partners, LLC | 3.57% | Add +10.3% | 47,435 | $5.3M |
| Secure Asset Management, LLC | 1.01% | Reduce -0.1% | 47,308 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +58.6% | 49,639 | $5.3M |
| Breakwater Investment Management | 2.37% | Reduce -0.2% | 47,122 | $5.3M |
| PDS Planning, Inc | 0.53% | Add +4.6% | 46,823 | $5.3M |
| Studio Investment Management LLC | 1.16% | Reduce -0.6% | 45,439 | $5.1M |
| Destiny Wealth Partners, LLC | 0.91% | Reduce -0.1% | 45,201 | $5.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 45,132 | $5.1M |
| Crestwood Advisors Group, LLC | 0.10% | Add +1549.7% | 44,673 | $5.0M |
| Apollon Wealth Management, LLC | 0.15% | Add +0.8% | 44,668 | $5.0M |
| Stephens Inc. | 0.08% | Reduce -3.7% | 44,540 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +0.3% | 44,167 | $5.0M |
| Apella Capital, LLC | 0.22% | Add +11.9% | 43,144 | $4.9M |
| Westmount Partners, LLC | 1.61% | Add +10.3% | 43,120 | $4.9M |
| Arbor Investment Advisors, LLC | 0.71% | Reduce -1.7% | 42,849 | $4.8M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +5.7% | 42,197 | $4.8M |
| Stokes Family Office, LLC | 0.55% | Reduce -0.1% | 41,772 | $4.7M |
| Cibc World Market Inc. | 0.01% | Reduce -8.5% | 41,717 | $4.7M |
| Waldron Private Wealth LLC | 0.21% | Add +1.7% | 41,326 | $4.7M |
| Ancora Advisors LLC | 0.11% | Reduce -0.7% | 40,988 | $4.6M |
| Heritage Investment Group, Inc. | 0.62% | Add +8.2% | 40,123 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +52.7% | 39,871 | $4.5M |
| Arlington Partners LLC | 2.23% | New | 39,845 | $4.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.08% | Reduce -0.7% | 39,842 | $4.5M |
| EPIQ Capital Group, LLC | 1.58% | Add +1.1% | 39,756 | $4.5M |
| Twin Focus Capital Partners, LLC | 0.71% | Add +0.5% | 39,612 | $4.5M |
| Kingsview Wealth Management, LLC | 0.11% | Add +45.6% | 39,559 | $4.5M |
| Hall Kathryn A. | 1.03% | No change | 39,380 | $4.4M |
| NavPoint Financial, Inc. | 3.83% | Add +0.5% | 39,174 | $4.4M |
| Ritholtz Wealth Management | 0.14% | Add +8.9% | 39,014 | $4.4M |
| MAI Capital Management | 0.04% | Reduce -2.1% | 38,773 | $4.4M |
| Lakewood Asset Management LLC | 3.03% | Add +3.7% | 38,587 | $4.3M |
| Howard Wealth Management, LLC | 3.43% | Add +2.6% | 38,580 | $4.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +15.5% | 38,424 | $4.3M |
| SilverOak Wealth Management LLC | 1.03% | Add +1.5% | 38,156 | $4.3M |
| Baker Ellis Asset Management LLC | 0.64% | Reduce -0.3% | 37,899 | $4.3M |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 37,869 | $4.3M |
| Valeo Financial Advisors, LLC | 0.13% | Add +12.6% | 37,039 | $4.2M |
| Northstar Group, Inc. | 0.82% | Reduce -2.3% | 36,757 | $4.1M |
| Lindbrook Capital, LLC | 0.38% | Add +0.9% | 35,443 | $4.0M |
| Diversified Trust Co. | 0.11% | Add +73.6% | 35,332 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.1% | 35,188 | $4.0M |
| Tidal Investments LLC | 0.05% | Add +0.1% | 35,128 | $4.0M |
| Wintrust Investments LLC | 0.32% | Add +4.0% | 34,737 | $3.9M |
| Hemington Wealth Management | 1.30% | Reduce -0.1% | 34,210 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +1.5% | 34,181 | $3.8M |
| Addison Capital Co | 1.67% | Add +0.1% | 34,175 | $3.8M |
| Austin Wealth Management, LLC | 0.88% | Reduce -0.8% | 32,621 | $3.8M |
| Parallel Advisors, LLC | 0.10% | Reduce -17.7% | 33,309 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.6% | 33,178 | $3.7M |
| Greenline Partners, LLC | 0.55% | New | 32,250 | $3.6M |
| Van Cleef Asset Management,Inc | 0.45% | No change | 31,971 | $3.6M |
| Ridgewood Investments LLC | 1.79% | Reduce -6.0% | 31,731 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.1% | 31,630 | $3.6M |
| Manchester Financial Inc. | 0.87% | Reduce -1.2% | 31,554 | $3.6M |
| Novak & Powell Financial Services, Inc. | 2.18% | Add +0.5% | 31,170 | $3.5M |
| Financial Management Professionals, Inc. | 0.48% | Reduce -0.2% | 30,865 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.57% | Reduce -0.0% | 30,509 | $3.4M |
| ICONIQ Capital, LLC | 0.07% | Add +0.1% | 30,507 | $3.4M |
| Salomon & Ludwin, LLC | 0.38% | Reduce -6.7% | 30,231 | $3.4M |
| Bernzott Capital Advisors | 1.54% | Reduce -7.9% | 29,620 | $3.3M |
| Sharkey, Howes & Javer | 0.53% | Reduce -1.4% | 29,211 | $3.3M |
| Modera Wealth Management, LLC | 0.05% | Add +0.8% | 29,069 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +13.1% | 28,955 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.5% | 28,919 | $3.3M |
| Monterey Private Wealth, Inc. | 1.22% | Reduce -3.1% | 28,894 | $3.3M |
| Planning Directions Inc. | 2.19% | Add +43.9% | 28,539 | $3.2M |
| First Pacific Advisors, LP | 0.04% | Add +25.7% | 28,400 | $3.2M |
| Glenmede Trust Co. NA | 0.02% | Add +20.8% | 28,206 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.6% | 28,150 | $3.2M |
| Allie Family Office LLC | 1.90% | Reduce -4.0% | 28,062 | $3.2M |
| Endowment Wealth Management, Inc. | 2.29% | Add +0.3% | 27,902 | $3.1M |
| University of Texas/Texas Am Investment Management Co. | 0.61% | Reduce -6.0% | 27,798 | $3.1M |
| HT Partners LLC | 1.08% | Reduce -0.1% | 27,197 | $3.1M |
| Planning Alternatives Ltd. | 0.49% | Add +0.5% | 27,026 | $3.0M |
| Boxwood Ventures, Inc. | 4.74% | No change | 26,192 | $3.0M |
| Neumann Capital Management, LLC | 1.01% | Add +1.8% | 26,074 | $2.9M |
| Barings LLC | 0.07% | Reduce -83.4% | 26,069 | $2.9M |
| Americana Partners, LLC | 0.23% | Reduce -0.0% | 25,950 | $2.9M |
| Yeomans Consulting Group, Inc. | 1.13% | Reduce -56.5% | 25,845 | $2.9M |
| Bank Hapoalim BM | 0.43% | Reduce -3.0% | 25,709 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -5.1% | 25,680 | $2.9M |
| Signaturefd, LLC | 0.06% | Reduce -26.4% | 25,360 | $2.9M |
| Affiance Financial, LLC | 0.74% | Reduce -1.2% | 25,254 | $2.8M |
| Coston, McIsaac & Partners | 0.89% | Add +0.3% | 25,215 | $2.8M |
| Columbus Macro, LLC | 1.10% | Reduce -0.1% | 24,809 | $2.8M |
| SteelPeak Wealth, LLC | 0.13% | Add +850.5% | 25,132 | $2.8M |
| GC Wealth Management RIA, LLC | 0.56% | Reduce -48.5% | 25,068 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +14.4% | 24,579 | $2.8M |
| Sweet Financial Partners, LLC | 0.63% | Add +0.4% | 24,436 | $2.8M |
| Wedmont Private Capital | 0.17% | Add +48.4% | 23,349 | $2.7M |
| Caprock Group, LLC | 0.11% | Add +1.4% | 24,089 | $2.7M |
| Seamount Financial Group Inc. | 2.20% | Add +1.4% | 23,899 | $2.7M |
| SVB Wealth LLC | 0.07% | Reduce -2.2% | 23,606 | $2.7M |
| Compass Advisory Group LLC | 1.18% | Add +1.2% | 23,595 | $2.7M |
| Adero Partners, LLC | 0.19% | Add +0.0% | 23,585 | $2.7M |
| UMB Bank, n.a. | 0.04% | No change | 23,531 | $2.7M |
| Wealthstream Advisors, Inc. | 0.97% | Reduce -1.7% | 23,502 | $2.6M |
| Insigneo Advisory Services, LLC | 0.28% | Reduce -0.1% | 23,460 | $2.5M |
| Focus Financial Network, Inc. | 0.11% | Add +21.5% | 21,778 | $2.5M |
| Tanager Wealth Management LLP | 0.37% | Add +2.4% | 22,133 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +65.5% | 22,049 | $2.5M |
| Spire Wealth Management | 0.09% | Reduce -16.3% | 22,001 | $2.5M |
| Bangor Savings Bank | 0.25% | No change | 22,000 | $2.5M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -9.6% | 21,918 | $2.5M |
| Ironwood Financial, llc | 0.55% | Add +1.1% | 21,838 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.16% | Add +3.0% | 21,239 | $2.4M |
| West Family Investments, Inc. | 0.73% | Reduce -0.0% | 20,861 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -1.6% | 21,477 | $2.4M |
| Disciplina Capital Management LLC | 0.39% | No change | 21,035 | $2.4M |
| Betterment LLC | 0.01% | Add +11.3% | 20,746 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Add +41.6% | 20,105 | $2.3M |
| VestGen Investment Management | 0.66% | No change | 19,746 | $2.2M |
| Efficient Advisors, LLC | 0.14% | Add +3.1% | 19,565 | $2.2M |
| Citizens Financial Group Inc. | 0.05% | Add +248.5% | 19,445 | $2.2M |
| Royal Fund Management, LLC | 0.29% | Reduce -9.3% | 19,008 | $2.2M |
| Fortis Capital Advisors, LLC | 0.76% | Reduce -14.7% | 18,703 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +172.0% | 18,387 | $2.1M |
| Arete Wealth Advisors, LLC | 0.17% | Add +7.5% | 18,323 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -10.6% | 18,065 | $2.0M |
| Ewa, LLC | 0.84% | Add +0.5% | 17,653 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -6.8% | 17,955 | $2.0M |
| Private Ocean, LLC | 0.18% | Add +53772.7% | 17,778 | $2.0M |
| Pinnacle Associates Ltd. | 0.03% | No change | 17,773 | $2.0M |
| Daymark Wealth Partners, LLC | 0.09% | Add +3.4% | 17,688 | $2.0M |
| Balentine LLC | 0.09% | Add +1.1% | 17,612 | $2.0M |
| CX Institutional | 0.09% | Reduce -0.1% | 17,595 | $2.0M |
| Total Wealth Planning, LLC | 0.32% | Reduce -21.0% | 16,804 | $2.0M |
| HRC Wealth Management, LLC | 1.34% | Add +5.1% | 17,406 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.4% | 17,224 | $1.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.20% | No change | 17,200 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -8.3% | 17,085 | $1.9M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 17,000 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.54% | Reduce -3.3% | 16,735 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -3.4% | 16,715 | $1.9M |
| W1M Asset Management Ltd | 0.16% | Add +57.3% | 16,655 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.45% | Reduce -0.8% | 16,430 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.1% | 16,420 | $1.8M |
| Presilium Private Wealth, LLC | 0.47% | Add +0.1% | 16,403 | $1.8M |
| Permanent Capital Management, LP | 0.39% | — | 14,345 | $1.8M |
| Tudor Investment Corporation | 0.02% | Add +302.8% | 16,221 | $1.8M |
| LBMC Investment Advisors, LLC | 0.16% | Add +0.3% | 16,073 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.3% | 15,718 | $1.8M |
| 180 Wealth Advisors, LLC | 0.29% | Add +0.6% | 15,562 | $1.8M |
| Astoria Strategic Wealth, Inc. | 0.55% | Add +0.7% | 15,829 | $1.8M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 15,809 | $1.8M |
| Blair William & Co. | 0.01% | Add +1.4% | 15,788 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Add +1.6% | 15,680 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Reduce -2.5% | 15,463 | $1.7M |
| Leo Wealth, LLC | 0.18% | Add +0.6% | 15,336 | $1.7M |
| Means Investment Co., Inc. | 0.21% | Reduce -10.8% | 15,323 | $1.7M |
| AllSquare Wealth Management LLC | 1.04% | Add +0.0% | 15,319 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | Reduce -0.3% | 15,284 | $1.7M |
| Debussy Capital Management LP | 0.48% | Reduce -2.6% | 15,011 | $1.7M |
| Fingerlakes Wealth Management, Inc. | 1.47% | Add +0.4% | 14,586 | $1.6M |
| HTG Investment Advisors, Inc. | 0.89% | Add +3.7% | 14,583 | $1.6M |
| 3EDGE Asset Management, LP | 0.13% | New | 14,566 | $1.6M |
| Levin Capital Strategies, L.P. | 0.17% | No change | 14,345 | $1.6M |
| Intelligent Financial Strategies | 0.99% | Reduce -54.8% | 14,263 | $1.6M |
| HB Wealth Management, LLC | 0.02% | Add +0.3% | 14,223 | $1.6M |
| Roundview Capital LLC | 0.13% | Add +0.0% | 14,222 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.10% | Reduce -1.9% | 14,210 | $1.6M |
| Cutler Investment Counsel LLC | 0.22% | Add +10.1% | 14,062 | $1.6M |
| Creekside Partners | 0.87% | — | 14,015 | $1.6M |
| Arlington Trust Co LLC | 0.37% | Reduce -3.2% | 13,985 | $1.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.58% | Add +10.2% | 13,626 | $1.5M |
| Independent Financial Group, LLC | 0.06% | Add +8.8% | 13,562 | $1.5M |
| Raymond James Trust N.A. | 0.04% | Add +3.1% | 13,359 | $1.5M |
| Regis Acquisition Inc. | 0.89% | No change | 12,941 | $1.5M |
| Warren Street Wealth Advisors, LLC | 0.72% | Add +0.4% | 12,869 | $1.4M |
| Fermata Advisors, LLC | 0.33% | Reduce -5.3% | 12,839 | $1.4M |
| AlTi Global, Inc. | 0.04% | No change | 12,797 | $1.4M |
| Texas Yale Capital Corp. | 0.07% | Add +2.3% | 12,786 | $1.4M |
| Silver Oak Advisory Group, Inc. | 0.79% | Add +2.3% | 12,707 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +0.3% | 12,588 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -1.8% | 12,460 | $1.4M |
| Verus Financial Partners, Inc. | 0.16% | Add +67.0% | 12,436 | $1.4M |
| BluePointe Capital Management, LLC | 0.92% | Reduce -8.2% | 12,235 | $1.4M |
| Next Capital Management LLC | 0.58% | Add +81.5% | 4,288 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | No change | 12,135 | $1.4M |
| Long Island Wealth Management, Inc. | 0.96% | Add +10.6% | 12,091 | $1.4M |
| Triangle Securities Wealth Management | 0.38% | Add +5.7% | 12,088 | $1.4M |
| Tortoise Investment Management, LLC | 0.16% | Reduce -13.1% | 12,083 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +133.0% | 11,844 | $1.3M |
| MAS Advisors LLC | 3.16% | No change | 11,761 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.11% | New | 11,654 | $1.3M |
| Kathleen S. Wright Associates Inc. | 0.60% | Add +3.9% | 11,520 | $1.3M |
| BSW Wealth Partners | 0.21% | Reduce -0.7% | 11,488 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -30.0% | 11,482 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +0.1% | 11,474 | $1.3M |
| TBH Global Asset Management, LLC | 0.29% | Reduce -25.3% | 11,464 | $1.3M |
| Consilio Wealth Advisors, LLC | 0.58% | Add +0.0% | 11,431 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | Add +0.0% | 11,403 | $1.3M |
| Evercore Wealth Management, LLC | 0.02% | Add +33.0% | 11,392 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -9.8% | 11,150 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -0.8% | 11,125 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +0.6% | 11,014 | $1.2M |
| Ackerman Capital Advisors, LLC | 0.33% | Reduce -3.4% | 10,959 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +7.6% | 10,921 | $1.2M |
| Brand Asset Management Group, Inc. | 0.52% | Add +1.1% | 10,838 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +1.5% | 10,802 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.2% | 10,763 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.41% | Reduce -5.0% | 10,622 | $1.2M |
| Archford Capital Strategies, LLC | 0.19% | Add +0.1% | 10,498 | $1.2M |
| Cambridge Financial Group, LLC | 0.54% | Add +0.4% | 10,493 | $1.2M |
| Compass Financial Group, INC | 0.26% | Add +0.4% | 10,475 | $1.2M |
| New Capital Management LP | 0.36% | Reduce -0.7% | 10,382 | $1.2M |
| Blue Edge Capital, LLC | 0.19% | Add +1.0% | 10,368 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.27% | No change | 10,354 | $1.2M |
| Chicago Partners Investment Group LLC | 0.04% | Add +4.9% | 10,277 | $1.2M |
| Nottingham Advisors, Inc. | 0.14% | No change | 10,260 | $1.2M |
| Trellis Wealth Advisors LLC | 0.63% | Add +0.5% | 10,224 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.37% | — | 9,986 | $1.1M |
| GenTrust, LLC | 0.06% | Add +0.0% | 10,174 | $1.1M |
| Principle Wealth Partners LLC | 0.09% | Add +1.0% | 10,169 | $1.1M |
| Northwest Wealth Management, LLC | 0.30% | Reduce -8.8% | 10,167 | $1.1M |
| CGN Advisors LLC | 0.13% | Add +8.6% | 10,094 | $1.1M |
| Abacus Planning Group, Inc. | 0.22% | Add +0.9% | 10,064 | $1.1M |
| Hubbell Strickland Wealth Management, LLC | 0.57% | Add +0.4% | 10,022 | $1.1M |
| Headlands Technologies LLC | 0.12% | Add +184.7% | 10,020 | $1.1M |
| RBF Capital, LLC | 0.07% | No change | 10,000 | $1.1M |
| Townsquare Capital LLC | 0.02% | Add +8.0% | 9,962 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -8.6% | 9,952 | $1.1M |
| Montag A & Associates Inc. | 0.06% | Reduce -0.4% | 9,898 | $1.1M |
| John W. Brooker & Co., CPAs | 0.56% | Add +0.0% | 9,891 | $1.1M |
| Investment Planning Advisors, Inc. | 0.56% | — | 9,809 | $1.1M |
| Benchmark Wealth Management, LLC | 0.59% | Add +1.1% | 9,787 | $1.1M |
| Windward Private Wealth Management Inc. | 0.45% | Reduce -2.3% | 9,762 | $1.1M |
| Avior Wealth Management, LLC | 0.05% | Reduce -8.8% | 9,753 | $1.1M |
| Rockingstone Advisors LLC | 0.56% | Add +4.8% | 9,751 | $1.1M |
| MidAtlantic Capital Management, Inc. | 0.92% | Reduce -1.0% | 9,713 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +25.7% | 9,544 | $1.1M |
| FF Advisors,LLC | 0.75% | Reduce -0.5% | 9,511 | $1.1M |
| Versant Capital Management, Inc | 0.27% | Reduce -9.8% | 9,434 | $1.1M |
| Baker Avenue Asset Management, LP | 0.04% | Add +3.2% | 9,426 | $1.1M |
| Nikulski Financial, Inc. | 0.33% | Reduce -2.7% | 9,191 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +103.8% | 9,061 | $1.0M |
| Mission Wealth Management, LP | 0.03% | Reduce -32.0% | 9,056 | $1.0M |
| Family Manage LLC | 0.18% | New | 9,006 | $1.0M |
| Strait & Sound Wealth Management LLC | 0.50% | No change | 8,720 | $982K |
| Brightwater Advisory LLC | 0.75% | Reduce -3.6% | 8,641 | $973K |
| Cwm, LLC | 0.00% | Add +69.7% | 8,622 | $971K |
| Successful Portfolios LLC | 0.68% | Add +2.1% | 8,620 | $971K |
| Keel Point, LLC | 0.09% | Add +0.3% | 8,534 | $962K |
| Rothschild Investment LLC | 0.07% | Add +16.2% | 8,447 | $951K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +80.0% | 8,433 | $950K |
| Ameritas Advisory Services, LLC | 0.04% | Add +39.4% | 8,431 | $950K |
| Index Fund Advisors, Inc. | 0.05% | Add +1.2% | 8,359 | $942K |
| New England Professional Planning Group Inc. | 0.49% | No change | 8,259 | $930K |
| EP Wealth Advisors, LLC | 0.01% | Add +7.6% | 8,231 | $927K |
| Catalyst Financial Partners LLC | 0.20% | No change | 8,133 | $916K |
| Sax Wealth Advisors, LLC | 0.09% | Add +6.5% | 8,063 | $908K |
| Unison Advisors LLC | 0.11% | Add +210.2% | 8,028 | $904K |
| Argent Trust Co | 0.04% | No change | 7,909 | $891K |
| Register Financial Advisors LLC | 0.45% | Add +0.8% | 7,870 | $886K |
| Kendall Capital Management | 0.29% | Add +0.0% | 7,845 | $884K |
| C M Bidwell & Associates Ltd. | 0.59% | Add +8.0% | 7,816 | $880K |
| TD Asset Management Inc | 0.00% | Reduce -8.2% | 7,813 | $880K |
| One Capital Management, LLC | 0.03% | Add +13.9% | 7,810 | $880K |
| Eight 31 Financial, LLC | 0.67% | Reduce -60.8% | 7,687 | $866K |
| Dodds Wealth, LLC | 0.34% | Reduce -0.5% | 7,550 | $866K |
| Essex Financial Services, Inc. | 0.06% | Reduce -8.3% | 7,821 | $865K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +22.0% | 7,627 | $859K |
| SWP Financial LLC | 0.56% | Reduce -3.8% | 7,579 | $854K |
| Sonoma Private Wealth LLC | 1.38% | No change | 7,560 | $851K |
| Schrum Private Wealth Management LLC | 0.77% | Add +0.2% | 7,539 | $849K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 7,500 | $845K |
| Renaissance Technologies | 0.00% | Reduce -25.3% | 7,400 | $833K |
| Paragon Advisors, LLC | 0.30% | Reduce -7.8% | 7,341 | $827K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -0.9% | 7,294 | $822K |
| Weil Company, Inc. | 0.30% | New | 7,293 | $821K |
| First PREMIER Bank | 0.22% | No change | 7,260 | $818K |
| Fiera Capital Corp | 0.00% | Add +9.8% | 7,255 | $817K |
| Sierra Capital LLC | 0.11% | Add +34.0% | 7,241 | $816K |
| Wilson & Boucher Capital Management, LLC | 0.62% | Add +4.3% | 7,230 | $814K |
| Farmers & Merchants Investments Inc. | 0.03% | New | 7,124 | $802K |
| TD Private Client Wealth LLC | 0.03% | Reduce -41.4% | 7,115 | $801K |
| Citadel Advisors | 0.00% | Reduce -85.4% | 7,111 | $801K |
| Dark Forest Capital Management LP | 0.15% | Reduce -84.1% | 7,106 | $800K |
| Y.D. More Investments Ltd | 0.08% | No change | 7,085 | $798K |
| Cahill Financial Advisors Inc. | 0.11% | Add +7.8% | 6,993 | $788K |
| Gray Wealth Management Inc. | 0.34% | Reduce -0.6% | 6,964 | $784K |
| FC Advisory LLC | 0.29% | Reduce -2.5% | 6,920 | $779K |
| Brickley Wealth Management | 0.17% | Add +0.3% | 6,915 | $779K |
| Asset Management Group, Inc. | 0.12% | Add +40.6% | 6,910 | $778K |
| Ade, LLC | 0.52% | Reduce -0.4% | 6,894 | $776K |
| Kovack Advisors, Inc. | 0.09% | Reduce -10.5% | 6,866 | $773K |
| First Interstate Bank | 0.05% | No change | 6,850 | $772K |
| Redmond Asset Management, LLC | 0.25% | Reduce -10.1% | 6,837 | $770K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -8.4% | 6,810 | $768K |
| Pine Harbor Wealth Management, LLC | 0.45% | Add +0.1% | 6,723 | $757K |
| Principal Securities, Inc. | 0.02% | Reduce -49.1% | 6,671 | $751K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -1.6% | 6,607 | $744K |
| Brandywine Oak Private Wealth LLC | 0.08% | Add +0.2% | 6,584 | $742K |
| Aristides Capital LLC | 0.31% | No change | 6,571 | $740K |
| Wakefield Asset Management LLLP | 0.26% | No change | 6,561 | $739K |
| Barlow Wealth Partners, LLC | 0.10% | No change | 6,525 | $735K |
| MIdWestOne Financial Group, Inc. | 0.13% | No change | 6,460 | $728K |
| Callan Capital, LLC | 0.06% | Add +6.9% | 6,422 | $723K |
| FinTrust Capital Advisors, LLC | 0.13% | No change | 6,395 | $720K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.3% | 6,362 | $717K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -1.4% | 6,328 | $713K |
| Quadrant Capital Group LLC | 0.05% | Add +0.4% | 6,315 | $711K |
| Cardinal Point Capital Management ULC | 0.12% | No change | 6,300 | $710K |
| Lumbard & Kellner, LLC | 0.33% | No change | 6,295 | $709K |
| Dakota Wealth Management | 0.02% | Reduce -32.5% | 6,293 | $709K |
| Moseley Investment Management Inc. | 0.33% | Add +3.7% | 6,290 | $708K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +3.2% | 6,281 | $707K |
| Sage Mountain Advisors LLC | 0.06% | Add +0.5% | 6,234 | $702K |
| Client 1ST Advisory Group, LLC | 0.30% | Reduce -1.4% | 6,204 | $699K |
| Treynor Bancshares, Inc. | 0.73% | Reduce -67.8% | 6,201 | $698K |
| HUB Investment Partners, LLC | 0.03% | Reduce -13.1% | 6,071 | $684K |
| PFG Advisors | 0.05% | Reduce -0.6% | 6,070 | $684K |
| Family Firm, Inc. | 0.15% | Add +33.9% | 5,882 | $663K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.0% | 5,820 | $656K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 5,816 | $655K |
| RFG Advisory, LLC | 0.02% | Reduce -78.5% | 5,751 | $648K |
| Cooper Financial Group | 0.10% | Add +45.1% | 5,746 | $647K |
| Roble, Belko & Company, Inc | 0.11% | No change | 5,659 | $637K |
| American Money Management, LLC | 0.14% | Reduce -0.7% | 5,644 | $636K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -3.3% | 5,615 | $632K |
| First Manhattan Co. Llc. | 0.00% | Add +102.8% | 5,586 | $629K |
| Clear Harbor Asset Management, LLC | 0.06% | No change | 5,579 | $628K |
| Vista Capital Partners, Inc. | 0.08% | Add +18.3% | 5,550 | $625K |
| Millennium Management | 0.00% | Reduce -50.8% | 5,493 | $619K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 5,458 | $615K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -62.0% | 5,400 | $608K |
| Divergent Planning, LLC | 0.24% | Reduce -7.5% | 5,234 | $598K |
| Mgo One Seven LLC | 0.03% | Add +19.9% | 5,266 | $593K |
| Hohimer Wealth Management, LLC | 0.14% | No change | 5,265 | $593K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Reduce -14.1% | 5,213 | $587K |
| Smith, Moore & Co. | 0.06% | No change | 5,204 | $586K |
| Vista Investment Management | 0.24% | Reduce -1.7% | 5,199 | $586K |
| Well Done, LLC | 0.12% | Add +14.3% | 5,124 | $577K |
| First Foundation Advisors | 0.02% | Add +0.2% | 5,113 | $576K |
| Fiduciary Financial Group, LLC | 0.14% | — | 4,891 | $573K |
| Lantern Wealth Advisors, LLC | 0.41% | Add +0.5% | 5,074 | $572K |
| Herold Advisors, Inc. | 0.13% | Add +0.5% | 5,074 | $572K |
| Addis & Hill, Inc | 0.48% | No change | 5,035 | $571K |
| Aspiriant, LLC | 0.02% | Add +3.6% | 5,033 | $567K |
| Collaborative Wealth Managment Inc. | 0.27% | Reduce -1.4% | 4,912 | $553K |
| Five Oceans Advisors | 0.29% | Add +0.9% | 4,881 | $550K |
| Global Retirement Partners, LLC | 0.02% | Add +7.1% | 4,847 | $546K |
| Monument Capital Management | 0.16% | Reduce -11.1% | 4,831 | $544K |
| Cable Hill Partners, LLC | 0.06% | New | 4,805 | $541K |
| Integrity Financial Corp | 0.34% | Add +13.3% | 4,792 | $540K |
| TCV Trust & Wealth Management, Inc. | 0.05% | Reduce -0.5% | 4,780 | $538K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | No change | 4,735 | $533K |
| Indiana Trust & Investment Management Co | 0.20% | Add +220.5% | 4,721 | $532K |
| Syntrinsic LLC | 0.18% | Add +3.5% | 5,069 | $530K |
| Equitable Holdings, Inc. | 0.01% | Add +4.1% | 4,700 | $529K |
| Garrison Point Advisors, LLC | 0.35% | Add +2.6% | 4,675 | $527K |
| Strategy Asset Managers LLC | 0.12% | Reduce -10.9% | 5,376 | $521K |
| MPS Loria Financial Planners, LLC | 0.17% | Reduce -27.3% | 4,624 | $521K |
| GTS Securities LLC | 0.01% | Add +78.0% | 4,616 | $520K |
| Fragasso Financial Advisors Inc | 0.04% | Add +2.4% | 4,570 | $515K |
| MorganRosel Wealth Management, LLC | 0.18% | Add +1.9% | 4,551 | $513K |
| TCTC Holdings, LLC | 0.02% | Add +9574.5% | 4,547 | $512K |
| Proffitt & Goodson Inc. | 0.09% | Add +0.6% | 4,538 | $511K |
| Edgestream Partners, L.P. | 0.02% | Reduce -46.0% | 4,537 | $511K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +2.2% | 4,493 | $506K |
| Mayfair Advisory Group, LLC | 0.34% | Add +0.3% | 4,339 | $505K |
| Verum Partners LLC | 0.16% | Add +0.5% | 4,447 | $501K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.2% | 4,441 | $500K |
| Burkett Financial Services, LLC | 0.26% | Add +16.3% | 4,412 | $497K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -6.4% | 4,353 | $490K |
| Port Capital LLC | 0.02% | No change | 4,316 | $486K |
| Hudock, Inc. | 0.09% | Reduce -2.6% | 4,292 | $483K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -10.0% | 4,255 | $479K |
| Boston Trust Walden Corp | 0.00% | No change | 4,225 | $476K |
| Weaver Consulting Group | 0.17% | No change | 4,207 | $474K |
| Litman Gregory Wealth Management LLC | 0.04% | New | 4,193 | $472K |
| Curbstone Financial Management Corp | 0.10% | Reduce -5.6% | 4,180 | $471K |
| Olistico Wealth, LLC | 0.30% | Reduce -4.3% | 4,132 | $465K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +5.8% | 4,101 | $462K |
| Equity Investment Corp. | 0.01% | New | 4,080 | $460K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.9% | 4,065 | $458K |
| Macroview Investment Management LLC | 0.49% | Add +0.5% | 4,041 | $455K |
| LGL Partners, LLC | 0.07% | Add +0.5% | 4,035 | $454K |
| IPG Investment Advisors LLC | 0.10% | Reduce -18.3% | 4,029 | $454K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | No change | 3,995 | $450K |
| Level Four Advisory Services, LLC | 0.02% | New | 3,994 | $450K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.3% | 3,993 | $450K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -86.0% | 3,970 | $447K |
| DB Fitzpatrick & Co, Inc | 0.41% | Add +1.6% | 3,955 | $445K |
| Bailard, Inc. | 0.01% | Reduce -2.2% | 3,927 | $442K |
| Harbour Investment Management LLC | 0.20% | No change | 3,923 | $442K |
| Flagship Private Wealth, LLC | 0.26% | Add +10.8% | 3,902 | $439K |
| Mayport, LLC | 0.16% | No change | 3,900 | $439K |
| Chesley Taft & Associates LLC | 0.02% | Add +13.6% | 3,885 | $438K |
| First National Corp. /Ma/ | 0.10% | Reduce -1.2% | 3,878 | $437K |
| Hansen & Associates Financial Group, Inc. | 0.23% | New | 3,910 | $436K |
| MBE Wealth Management, LLC | 0.26% | Add +0.2% | 3,824 | $431K |
| Private Trust Co. NA | 0.05% | Add +1.5% | 3,816 | $430K |
| Merriman Wealth Management, LLC | 0.02% | Add +1.8% | 3,812 | $429K |
| University of Maryland Foundation, Inc. | 0.45% | No change | 3,786 | $426K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +0.0% | 3,762 | $424K |
| Lutz Financial Services LLC | 0.04% | Reduce -2.4% | 3,734 | $421K |
| Hanson & Doremus Investment Management | 0.07% | Add +38.1% | 3,671 | $413K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +0.0% | 3,628 | $412K |
| Safeguard Financial, LLC | 0.11% | New | 3,653 | $411K |
| Kanawha Capital Management LLC | 0.03% | No change | 3,645 | $411K |
| Thomasville National Bank | 0.03% | Add +37.1% | 3,640 | $410K |
| Founders Financial Securities LLC | 0.04% | Add +10.1% | 3,638 | $410K |
| Blue Trust, Inc. | 0.01% | No change | 3,700 | $409K |
| Formidable Asset Management, LLC | 0.07% | No change | 3,590 | $404K |
| Modus Advisors, LLC | 0.14% | No change | 3,580 | $403K |
| Cheviot Value Management, LLC | 0.08% | No change | 3,571 | $402K |
| Aerodigm Wealth, LLC | 0.18% | No change | 3,554 | $400K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,542 | $399K |
| American Investment Services, Inc. | 0.07% | No change | 3,515 | $396K |
| Pointe Capital Management LLC | 0.25% | No change | 3,513 | $396K |
| Robinson Capital Management, LLC | 0.14% | No change | 3,500 | $395K |
| ETF Portfolio Partners, Inc. | 0.12% | Reduce -6.2% | 3,484 | $392K |
| Retirement Planning Group, LLC | 0.02% | No change | 3,460 | $390K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 3,452 | $389K |
| Mason & Associates, LLC | 0.13% | New | 3,441 | $388K |
| Edge Capital Group, LLC | 0.02% | No change | 3,424 | $386K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.4% | 3,407 | $384K |
| Flower City Capital | 0.25% | Add +3.9% | 3,401 | $383K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -13.6% | 3,399 | $383K |
| US Bancorp \de | 0.00% | No change | 3,385 | $381K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.3% | 3,374 | $380K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -16.9% | 3,284 | $377K |
| Aua Capital Management, LLC | 0.23% | No change | 3,343 | $377K |
| LongView Wealth Management | 0.14% | New | 3,337 | $376K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,333 | $375K |
| Resolute Advisors LLC | 0.10% | Add +0.5% | 3,330 | $375K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +30.2% | 3,325 | $374K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +0.3% | 3,290 | $371K |
| Procyon Advisors, LLC | 0.03% | Add +13.7% | 3,276 | $369K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.2% | 3,270 | $369K |
| Tiaa Trust, National Association | 0.00% | Add +14.0% | 3,266 | $368K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -19.2% | 3,257 | $367K |
| World Investment Advisors | 0.02% | New | 3,253 | $366K |
| Letko, Brosseau & Associates Inc. | 0.01% | No change | 3,250 | $366K |
| Agf Management Ltd. | 0.00% | Reduce -1.8% | 3,230 | $364K |
| Merit Financial Group, LLC | 0.01% | No change | 3,225 | $363K |
| First Community Trust NA | 0.31% | No change | 3,205 | $361K |
| Norris Perne & French LLP | 0.03% | No change | 3,195 | $360K |
| Tillman Hartley LLC | 0.12% | Add +0.2% | 3,175 | $358K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,168 | $357K |
| Capital International Investors | 0.00% | Reduce -91.7% | 3,158 | $356K |
| Baird Financial Group, Inc. | 0.00% | Reduce -70.3% | 3,127 | $352K |
| Waypoint Wealth Partners Inc. | 0.10% | Reduce -1.8% | 3,125 | $352K |
| Advance Capital Management, Inc. | 0.02% | No change | 3,097 | $349K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 3,084 | $347K |
| Sterling Investment Advisors, Ltd. | 0.09% | Add +2.5% | 3,069 | $346K |
| Franklin Resources Inc. | 0.00% | No change | 3,026 | $341K |
| Main Management LLC | 0.03% | Reduce -4.4% | 3,010 | $339K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 3,000 | $338K |
| &partners | 0.01% | New | 2,999 | $338K |
| PrairieView Partners, LLC | 0.04% | Add +0.3% | 2,960 | $333K |
| RS Crum Inc. | 0.09% | Reduce -1.8% | 2,930 | $330K |
| Compton Wealth Advisory Group, LLC | 0.09% | No change | 2,913 | $328K |
| Greenwich Wealth Management LLC | 0.02% | Add +32.0% | 2,910 | $328K |
| Oak Family Advisors, LLC | 0.12% | Add +53.6% | 2,907 | $327K |
| BOS Asset Management, LLC | 0.15% | No change | 2,883 | $325K |
| AMG National Trust Bank | 0.01% | New | 2,880 | $324K |
| Melfa Wealth Management, Inc. | 0.22% | Add +4.8% | 2,852 | $321K |
| Elevation Wealth Partners, LLC | 0.15% | No change | 2,821 | $318K |
| Evolution Advisers, Inc. | 0.18% | Add +31.1% | 2,808 | $316K |
| CFO4Life Group, LLC | 0.06% | Add +5.3% | 2,804 | $316K |
| WealthShield Partners, LLC | 0.05% | Add +3.1% | 2,802 | $316K |
| MontVue Capital Management, Inc. | 0.25% | No change | 2,792 | $314K |
| Fiduciary Group, LLC | 0.03% | No change | 2,783 | $313K |
| Boston Standard Wealth Management, LLC | 0.07% | Add +0.5% | 2,776 | $313K |
| Claret Asset Management Corp | 0.06% | Add +1.7% | 2,766 | $312K |
| Centaurus Financial, Inc. | 0.02% | Add +0.0% | 2,763 | $311K |
| Caitlin John, LLC | 0.23% | No change | 2,761 | $311K |
| DecisionPoint Financial, LLC | 0.10% | Reduce -10.1% | 2,695 | $310K |
| Karpus Management, Inc. | 0.01% | Reduce -55.0% | 2,745 | $309K |
| Brookstone Capital Management | 0.01% | Reduce -1.2% | 2,656 | $308K |
| Roger Wittlin Investment Advisory, LLC | 0.20% | New | 2,727 | $307K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 2,721 | $306K |
| Hall Laurie J Trustee | 0.11% | No change | 2,699 | $304K |
| Arcadia Investment Advisors LLC | 0.17% | Reduce -9.4% | 2,656 | $299K |
| Ieq Capital, LLC | 0.00% | Reduce -2.0% | 2,641 | $297K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.0% | 2,639 | $297K |
| Geometric Wealth Advisors | 0.06% | No change | 2,630 | $296K |
| Prosperity Planning, Inc. | 0.10% | Add +1.0% | 2,627 | $296K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 2,626 | $296K |
| Creekmur Asset Management LLC | 0.08% | Reduce -9.3% | 2,621 | $295K |
| Urban Financial Advisory Corp | 0.18% | Reduce -34.3% | 2,586 | $291K |
| Regions Financial Corp. | 0.00% | Reduce -4.0% | 2,572 | $290K |
| Applied Capital LLC | 0.17% | Reduce -6.2% | 2,566 | $289K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +0.5% | 2,564 | $289K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -20.5% | 2,560 | $288K |
| Financial Perspectives, Inc | 0.11% | Add +15.2% | 2,559 | $288K |
| TrueWealth Financial Partners | 0.19% | Add +12.2% | 2,552 | $287K |
| Synergy Financial Group, LTD | 0.30% | No change | 2,546 | $287K |
| Alliance Wealth Management Group | 0.08% | Reduce -1.7% | 2,545 | $287K |
| Towercrest Capital Management | 0.05% | Reduce -1.7% | 2,545 | $287K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Add +0.0% | 2,534 | $285K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +14.1% | 2,533 | $285K |
| Pure Financial Advisors, LLC | 0.01% | New | 2,529 | $285K |
| Clark Asset Management, LLC | 0.08% | New | 2,522 | $284K |
| Moors & Cabot, Inc. | 0.02% | Add +0.4% | 2,515 | $283K |
| Rebalance, LLC | 0.02% | Add +6.5% | 2,504 | $282K |
| Tacita Capital Inc | 0.20% | No change | 2,483 | $280K |
| Financial Counselors Inc. | 0.00% | Add +27.6% | 2,478 | $279K |
| FMB Wealth Management | 0.21% | Add +29.1% | 2,460 | $277K |
| Evoke Wealth, LLC | 0.40% | Reduce -99.5% | 2,400 | $270K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.3% | 2,374 | $267K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | Add +0.5% | 2,343 | $264K |
| LifeGuide Financial Advisors, LLC | 0.13% | Reduce -12.3% | 2,323 | $262K |
| BCR Wealth Strategies, LLC | 0.17% | Reduce -2.5% | 2,326 | $261K |
| Garde Capital, Inc. | 0.02% | Reduce -7.5% | 2,312 | $260K |
| Morningstar Investment Services LLC | 0.00% | Reduce -35.5% | 2,303 | $260K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 2,302 | $259K |
| Commerce Bank | 0.00% | No change | 2,275 | $256K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | No change | 2,272 | $256K |
| Scotia Capital Inc. | 0.00% | Add +3.0% | 2,245 | $253K |
| Allworth Financial LP | 0.00% | Add +18.7% | 2,208 | $252K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -0.0% | 2,235 | $252K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.2% | 2,226 | $251K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,206 | $248K |
| Algorithmic Investment Models, LLC | 0.19% | Add +7.0% | 2,206 | $248K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -5.6% | 2,195 | $247K |
| Embree Financial Group | 0.05% | Reduce -57.7% | 2,195 | $247K |
| Burton Enright Welch | 0.06% | Reduce -5.8% | 2,181 | $246K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -26.8% | 2,171 | $245K |
| Waller Financial Planning Group, Inc. | 0.07% | Add +0.1% | 2,167 | $244K |
| Oliver Luxxe Assets LLC | 0.05% | Add +0.8% | 2,164 | $244K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +8.3% | 2,157 | $243K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,157 | $243K |
| Phoenix Financial Ltd. | 0.00% | No change | 2,135 | $241K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,140 | $241K |
| StoneX Group Inc. | 0.02% | Add +0.2% | 2,135 | $240K |
| IFG Advisory, LLC | 0.02% | New | 2,124 | $239K |
| Heritage Trust Co | 0.03% | No change | 2,102 | $237K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.3% | 2,097 | $236K |
| FFT Wealth Management LLC | 0.02% | New | 2,095 | $236K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 2,091 | $236K |
| Waterloo Capital, L.P. | 0.03% | Add +10.3% | 2,078 | $234K |
| Matisse Capital | 0.12% | No change | 2,073 | $233K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 2,070 | $233K |
| Petix & Botte Co | 0.07% | New | 2,062 | $232K |
| Forum Financial Management, LP | 0.00% | Add +8.1% | 2,059 | $232K |
| Trexquant Investment LP | 0.00% | New | 2,055 | $231K |
| Forte Asset Management LLC | 0.14% | No change | 2,050 | $231K |
| Addison Advisors LLC | 0.07% | Reduce -2.9% | 2,034 | $229K |
| Liberty Wealth Management LLC | 0.04% | Add +0.1% | 2,033 | $229K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -11.3% | 2,012 | $227K |
| TFB Advisors LLC | 0.07% | No change | 2,010 | $226K |
| Portside Wealth Group, LLC | 0.04% | Reduce -0.5% | 2,010 | $226K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 2,010 | $226K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 2,001 | $225K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 2,000 | $225K |
| Citizens & Northern Corp. | 0.07% | No change | 2,000 | $225K |
| Barclays PLC | 0.00% | No change | 2,000 | $225K |
| Revisor Wealth Management LLC | 0.16% | Add +1.4% | 1,994 | $225K |
| Berger Financial Group, Inc | 0.02% | Add +2.7% | 1,994 | $225K |
| Haverford Trust Co | 0.00% | Add +2.3% | 1,970 | $222K |
| LPWM LLC | 0.08% | Reduce -0.4% | 1,903 | $218K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -12.8% | 1,930 | $217K |
| Verus Capital Partners, LLC | 0.02% | Add +4.4% | 1,916 | $216K |
| IFP Advisors, Inc | 0.01% | Reduce -38.1% | 1,910 | $215K |
| Facet Wealth, Inc. | 0.01% | Reduce -11.3% | 1,889 | $214K |
| Drive Wealth Management, LLC | 0.06% | Add +0.4% | 1,893 | $213K |
| Cabot-Wellington, LLC | 0.08% | No change | 1,859 | $209K |
| Ascent Group, LLC | 0.02% | Reduce -14.8% | 1,850 | $208K |
| Capital Advisors Inc. | 0.00% | New | 1,846 | $208K |
| Peninsula Wealth, LLC | 0.04% | Reduce -39.6% | 1,769 | $206K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,822 | $205K |
| Clifford Group, LLC | 0.16% | New | 1,793 | $202K |
| CENTRAL TRUST Co | 0.00% | Add +5.3% | 1,791 | $202K |
| Rakuten Securities, Inc. | 0.09% | Add +42.0% | 1,787 | $201K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 1,776 | $200K |
| WestEnd Advisors, LLC | 0.00% | Reduce -11.0% | 1,630 | $184K |
| BigSur Wealth Management LLC | 0.06% | Reduce -22.4% | 1,597 | $180K |
| Smithfield Trust Co | 0.01% | Add +0.8% | 1,566 | $177K |
| Asset Dedication, LLC | 0.01% | No change | 1,514 | $170K |
| Crewe Advisors LLC | 0.02% | No change | 1,504 | $169K |
| TruNorth Capital Management, LLC | 0.05% | Add +25.8% | 1,462 | $165K |
| Fort Vancouver Investment Management, LLC | 0.15% | — | 1,410 | $159K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +0.1% | 1,387 | $156K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Reduce -0.9% | 1,376 | $155K |
| International Assets Investment Management, LLC | 0.01% | New | 1,368 | $154K |
| Signature Resources Capital Management, LLC | 0.13% | No change | 1,361 | $153K |
| Maryland Capital Advisors Inc. | 0.08% | Add +2.5% | 1,299 | $146K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 1,239 | $139K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,227 | $138K |
| Belmont Capital, LLC | 0.03% | Reduce -12.7% | 1,205 | $136K |
| Hobbs Group Advisors, LLC | 0.05% | — | 1,190 | $134K |
| Robinswood Financial LLC | 0.05% | Reduce -27.7% | 1,153 | $130K |
| Perkins Coie Trust Co | 0.03% | No change | 1,130 | $127K |
| Elevate Wealth Advisory, Inc. | 0.10% | Add +1.1% | 1,104 | $124K |
| Bogart Wealth, LLC | 0.01% | Add +5.5% | 1,102 | $124K |
| Ruedi Wealth Management, Inc. | 0.05% | Reduce -93.0% | 1,095 | $123K |
| Howe & Rusling Inc. | 0.01% | Add +49.3% | 1,081 | $122K |
| Painted Porch Advisors LLC | 0.07% | New | 1,065 | $120K |
| Lazard Asset Management LLC | 0.00% | Add +8.4% | 1,061 | $119K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.5% | 1,055 | $119K |
| Christopher J. Hasenberg, Inc | 0.05% | No change | 1,014 | $114K |
| Bokf, NA | 0.00% | No change | 1,000 | $113K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 990 | $112K |
| SouthState Bank Corp | 0.01% | No change | 921 | $104K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 900 | $101K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.2% | 886 | $99K |
| Assetmark, Inc. | 0.00% | Add +249.6% | 860 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -5.5% | 838 | $94K |
| Tompkins Financial Corp. | 0.01% | No change | 819 | $92K |
| Phillips Financial Management, LLC | 0.01% | No change | 812 | $91K |
| Ameliora Wealth Management Ltd. | 0.04% | Reduce -98.9% | 800 | $90K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -8.6% | 800 | $90K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -17.4% | 791 | $85K |
| WASHINGTON TRUST Co | 0.00% | No change | 752 | $85K |
| Realta Investment Advisors | 0.02% | No change | 750 | $84K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +3.7% | 749 | $84K |
| Webster Bank, N. A. | 0.01% | No change | 703 | $79K |
| Quent Capital, LLC | 0.01% | Reduce -5.6% | 675 | $76K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 665 | $75K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 661 | $74K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 647 | $73K |
| Arax Advisory Partners | 0.01% | Add +0.8% | 647 | $73K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.1% | 615 | $69K |
| Westside Investment Management, Inc. | 0.02% | No change | 600 | $68K |
| SJS Investment Consulting Inc. | 0.01% | No change | 600 | $68K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -25.7% | 560 | $63K |
| Northwest Capital Management Inc | 0.02% | No change | 547 | $62K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | New | 541 | $61K |
| Fairman Group, LLC | 0.06% | Add +8.5% | 535 | $60K |
| TFC Financial Management, Inc. | 0.01% | Reduce -66.0% | 524 | $59K |
| Gradient Investments LLC | 0.00% | No change | 521 | $59K |
| Planning Capital Management Corp | 0.04% | Reduce -71.0% | 483 | $54K |
| Private Wealth Management Group, LLC | 0.02% | Add +0.9% | 467 | $53K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 464 | $52K |
| Avion Wealth | 0.01% | No change | 460 | $51K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 450 | $51K |
| Horizon Financial Services, LLC | 0.03% | Reduce -5.8% | 422 | $48K |
| Innealta Capital, LLC | 0.02% | New | 408 | $46K |
| Continuum Advisory, LLC | 0.01% | Add +0.5% | 407 | $46K |
| McIlrath & Eck, LLC | 0.01% | Add +8.3% | 405 | $46K |
| West Paces Advisors Inc. | 0.01% | No change | 400 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +186.8% | 390 | $44K |
| Empire Life Investments Inc. | 0.00% | New | 387 | $44K |
| JDM Financial Group LLC | 0.03% | No change | 377 | $42K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 375 | $42K |
| Wolff Wiese Magana LLC | 0.03% | No change | 370 | $42K |
| Sandy Spring Bank | 0.00% | New | 370 | $42K |
| Annapolis Financial Services, LLC | 0.01% | Add +0.3% | 356 | $40K |
| HBC Financial Services, PLLC | 0.03% | No change | 358 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +168.5% | 341 | $38K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 340 | $38K |
| Strategic Financial Concepts, LLC | 0.02% | New | 11,146 | $38K |
| Tyler-Stone Wealth Management | 0.02% | No change | 328 | $37K |
| Russell Investments Group, Ltd. | 0.00% | New | 319 | $36K |
| Glassman Wealth Services | 0.01% | No change | 316 | $36K |
| Bank of New Hampshire | 0.01% | No change | 300 | $34K |
| Castleview Partners, LLC | 0.02% | Add +100.0% | 286 | $32K |
| Stephens Consulting, LLC | 0.01% | No change | 285 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 284 | $32K |
| North Star Investment Management Corp. | 0.00% | No change | 281 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 246 | $28K |
| Private Capital Management LLC | 0.01% | No change | 241 | $27K |
| Pacific Center for Financial Services | 0.01% | Add +0.5% | 214 | $24K |
| Atlantic Private Wealth, LLC | 0.02% | Add +8.2% | 1,009 | $24K |
| Financial Connections Group, Inc. | 0.01% | New | 146 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $23K |
| Highline Wealth Partners LLC | 0.01% | No change | 195 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 189 | $21K |
| Creative Capital Management Investments LLC | 0.01% | New | 182 | $20K |
| Compass Wealth Management LLC | 0.00% | No change | 176 | $20K |
| Archer Investment Corp | 0.01% | Reduce -22.2% | 175 | $20K |
| First Financial Corp. | 0.01% | No change | 170 | $19K |
| Larson Financial Group LLC | 0.00% | New | 168 | $19K |
| Horizon Investments, LLC | 0.00% | Reduce -5.8% | 162 | $18K |
| First Pacific Financial | 0.00% | Add +6.6% | 161 | $18K |
| Park Place Capital Corp | 0.01% | New | 160 | $18K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -26.1% | 150 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -53.1% | 143 | $16K |
| Gold Investment Management Ltd. | 0.01% | No change | 137 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +13.4% | 135 | $15K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 134 | $15K |
| Fortis Group Advisors, LLC | 0.00% | No change | 126 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 125 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -3.9% | 124 | $14K |
| Lynx Investment Advisory | 0.01% | — | 118 | $13K |
| Financial Freedom, LLC | 0.01% | No change | 117 | $13K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +0.9% | 114 | $13K |
| Whittier Trust Co. | 0.00% | No change | 113 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -54.4% | 113 | $13K |
| Global Financial Private Client, LLC | 0.01% | No change | 111 | $13K |
| Bellevue Asset Management, LLC | 0.01% | No change | 110 | $12K |
| Red Tortoise LLC | 0.01% | No change | 110 | $12K |
| City State Bank | 0.00% | No change | 100 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $11K |
| Cedar Wealth Management, LLC | 0.00% | No change | 100 | $11K |
| ORG Partners LLC | 0.00% | New | 96 | $11K |
| Camelot Portfolios, LLC | 0.01% | New | 88 | $10K |
| Wiser Advisor Group LLC | 0.01% | No change | 81 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.3% | 76 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | New | 72 | $8K |
| Bray Capital Advisors | 0.00% | No change | 68 | $8K |
| Friedenthal Financial | 0.00% | Add +3.1% | 66 | $7K |
| Front Row Advisors LLC | 0.00% | Reduce -68.0% | 66 | $7K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -53.1% | 60 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +8.3% | 52 | $6K |
| Great Lakes Retirement, Inc. | 0.00% | New | 50 | $6K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -51.0% | 48 | $5K |
| Davis Capital Management | 0.00% | Add +4600.0% | 47 | $5K |
| Caldwell Trust Co | 0.00% | No change | 44 | $5K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 40 | $5K |
| Tsfg, LLC | 0.00% | No change | 27 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| 4Thought Financial Group Inc. | 0.00% | Add +21.1% | 23 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 22 | $2K |
| PayPay Securities Corp | 0.19% | Reduce -77.5% | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| Lanark Financial, Inc. | 0.00% | New | 25 | $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% | No change | 17 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 16 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -97.0% | 11 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 8 | $902 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $484 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 4 | $463 |
| Albion Financial Group | 0.00% | New | 2 | $228 |
| New Millennium Group LLC | 0.00% | New | 2 | $225 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 1 | $113 |
| Main Street Group, LTD | 0.00% | No change | 1 | $113 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $108 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -28.0% | 337 | $46 |
"% 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.