Vanguard Tot World STK ETFVTETF

13F holders, Q3 2024 (September 30)
933holders +28
83new positions
50sold out
4famous investors
$119.69avg. 13F price*

At the end of Q3 2024, 933 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 28 from Q2 2024. 83 opened new positions and 50 sold out. The largest holders were Rakuten Investment Management, Inc. ($1.9B), Texas Treasury Safekeeping Trust Co. ($1.4B) and Cambridge Associates LLC /Ma/ ($500.4M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions83$146.5M
Exits50$124.8M

All 13F filers, Q2 2024 → Q3 2024: 7,461,655 shares bought and 6,183,672 shares sold, net +1,277,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 933 holders

Rakuten Investment Management, Inc. 11.37% Add +1.0% 16,273,697 $1.9B
Texas Treasury Safekeeping Trust Co. 50.12% Add +7.2% 11,797,784 $1.4B
Cambridge Associates LLC /Ma/ 18.72% Add +15.6% 4,180,280 $500.4M
Morgan Stanley 0.04% Add +1.2% 4,040,839 $483.7M
Bank of America Corp. 0.03% Reduce -7.6% 2,432,954 $291.2M
Partners Capital Investment Group, LLP 4.61% Add +23.7% 2,409,575 $288.4M
Rockefeller Capital Management L.P. 0.74% Add +31.0% 2,300,478 $275.4M
Brandywine Trust Co. 37.01% Add +10.3% 2,074,669 $248.3M
Northwestern Mutual Wealth Management Co. 0.22% Add +2.6% 2,061,142 $246.7M
Nepc LLC 7.33% Add +53.1% 2,030,809 $243.1M
Royal Bank of Canada 0.05% Add +2.4% 1,973,685 $236.3M
UBS Group AG 0.06% Reduce -6.4% 1,908,094 $228.4M
Edgehill Endowment Partners, LLC 35.47% Reduce -16.7% 1,722,476 $206.2M
Alliancebernstein L.P. 0.07% Reduce -21.6% 1,632,173 $195.4M
Schroder Investment Management Group 0.20% Add +6.0% 1,593,097 $190.6M
Angeles Wealth Management, LLC 12.06% Add +4.1% 1,170,198 $140.1M
Northern Trust Corp. 0.02% Reduce -2.6% 1,165,857 $139.6M
Jane Street Group, LLC 0.20% Reduce -51.8% 1,013,317 $121.3M
Madrone Advisors, LLC 18.59% Reduce -50.9% 972,764 $116.4M
Wells Fargo & Company 0.03% Add +2.6% 948,671 $113.6M
LPL Financial LLC 0.05% Reduce -0.1% 914,701 $109.5M
Wind River Trust Co 34.37% Add +0.5% 746,175 $89.3M
Envestnet Asset Management Inc. 0.03% Add +14.4% 683,380 $81.8M
Corient Private Wealth LP 0.13% Add +12.8% 675,238 $80.8M
Empowered Funds, LLC 1.14% New 608,179 $72.8M
Sageworth Trust Co 4.18% Add +0.1% 585,427 $70.1M
Cerity Partners OCIO LLC 5.50% Add +1.6% 571,594 $68.4M
Mariner, LLC 0.12% Add +43.6% 570,544 $68.3M
Ameriprise Financial Inc. 0.02% Add +7.2% 562,730 $67.4M
Zhang Financial LLC 4.11% Add +2.9% 544,025 $65.1M
Agincourt Capital Management, LLC 60.71% Add +0.3% 519,055 $62.1M
HighTower Advisors, LLC 0.09% Add +3.5% 500,307 $59.9M
OneDigital Investment Advisors LLC 0.67% Add +1.4% 487,965 $58.4M
Fort Washington Investment Advisors Inc. 0.35% No change 485,635 $58.1M
Inscription Capital, LLC 8.65% Reduce -9.8% 484,794 $58.0M
Bleakley Financial Group, LLC 1.74% Reduce -5.6% 478,252 $57.2M
Evoke Wealth, LLC 1.54% Add +19562.2% 471,893 $56.5M
Cresset Asset Management, LLC 0.22% Reduce -1.0% 464,716 $55.6M
JPMorgan Chase & Co. 0.00% Add +66.3% 460,886 $55.2M
Cetera Investment Advisers 0.12% Add +6.5% 450,629 $53.9M
Tiff Advisory Services, LLC 17.56% Add +13.7% 441,412 $52.8M
Allianz Asset Management GmbH 0.08% Add +5.7% 431,650 $51.7M
SCS Capital Management LLC 1.01% Reduce -0.6% 419,249 $50.2M
BNP Paribas Financial Markets 0.05% Add +62.8% 407,427 $48.8M
Yarbrough Capital, LLC 1.90% No change 390,377 $46.7M
Raymond James & Associates 0.03% Add +9.0% 381,884 $45.7M
Commonwealth Equity Services, LLC 0.07% Add +0.6% 369,676 $44.3M
Cerity Partners LLC 0.10% Add +2.7% 369,367 $44.2M
Simon Quick Advisors, LLC 2.70% Add +0.3% 357,552 $42.8M
Goldman Sachs Group Inc. 0.01% Add +9.8% 347,113 $41.5M
University of Chicago 33.95% No change 335,471 $40.2M
Threadgill Financial, LLC 22.37% Reduce -25.5% 314,109 $37.6M
Vernal Point Advisors, LLC 28.91% Reduce -25.8% 312,161 $37.4M
BIP Wealth, LLC 2.47% Add +14.3% 302,849 $36.2M
Prudential PLC 0.18% No change 296,210 $35.5M
WJ Interests, LLC 15.57% Reduce -0.8% 295,054 $35.3M
Laird Norton Wetherby Wealth Management, LLC 1.49% Add +1.8% 271,347 $32.5M
Prentice Wealth Management LLC 9.15% Add +3.3% 257,437 $30.8M
Global Endowment Management, LP 3.08% Add +13.4% 255,145 $30.5M
Brighton Jones LLC 1.08% Reduce -0.7% 239,021 $28.6M
Brown Advisory Inc. 0.03% Add +0.8% 228,380 $27.3M
Strategic Blueprint, LLC 1.59% Add +11.7% 212,524 $25.4M
Wealthspire Advisors, LLC 0.26% Reduce -7.4% 211,655 $25.3M
Accredited Investors Inc. 1.43% Add +17.9% 209,146 $25.0M
National Bank of Canada 0.03% Add +0.2% 209,133 $25.0M
Aspen Grove Capital, LLC 5.51% Add +10.5% 208,168 $24.9M
Okabena Investment Services Inc. 6.81% Reduce -5.5% 201,639 $24.1M
Mather Group, Llc. 0.31% Reduce -1.9% 201,332 $24.1M
Bessemer Group Inc. 0.04% Reduce -1.6% 201,022 $24.1M
Raymond James Financial Services Advisors, Inc. 0.03% Add +43.3% 200,740 $24.0M
GoalFusion Wealth Management, LLC 12.70% Add +7.2% 191,505 $22.9M
Lido Advisors, LLC 0.17% Reduce -14.4% 190,139 $22.8M
Heritage Wealth Advisors 1.06% Add +0.1% 188,312 $22.5M
Bank of New York Mellon Corp 0.00% Reduce -74.7% 188,212 $22.5M
Clearstead Advisors, LLC 0.33% Add +0.4% 177,161 $21.2M
Mesirow Financial Investment Management, Inc. 0.41% Reduce -0.3% 176,650 $21.1M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -11.6% 173,873 $20.8M
Ethos Financial Group, LLC 3.46% Add +1.5% 173,369 $20.8M
Bank Julius Baer & Co. Ltd, Zurich 0.07% New 144,933 $20.6M
Focus Partners Wealth 0.06% Add +178.6% 167,882 $20.1M
Parkwood LLC 2.39% No change 164,137 $19.6M
Wealth Architects, LLC 2.16% Add +0.0% 159,103 $19.0M
NewEdge Wealth, LLC 0.34% Reduce -1.3% 156,408 $18.7M
NorthCoast Asset Management LLC 0.13% Add +7.3% 154,895 $18.5M
Osaic Holdings, Inc. 0.04% Add +24.3% 152,424 $18.2M
Moneta Group Investment Advisors LLC 0.26% Reduce -0.6% 151,905 $18.2M
FSM Wealth Advisors, LLC 4.70% Add +9.1% 147,910 $17.7M
DHK Financial Advisors, Inc. 10.76% Add +0.2% 146,611 $17.5M
Beaumont Financial Advisors, LLC 1.33% Add +0.5% 142,645 $17.1M
Red Wave Investments LLC 5.73% Reduce -3.4% 137,191 $16.4M
Evanson Asset Management, LLC 1.14% Add +0.3% 134,665 $16.1M
Creative Planning 0.02% Reduce -6.5% 133,096 $15.9M
Waddell & Associates, LLC 1.93% Reduce -0.9% 132,781 $15.9M
Vanguard Group Inc. 0.00% Add +0.3% 125,531 $15.0M
Sarasin & Partners LLP 0.14% Reduce -23.9% 125,141 $15.0M
Stratos Wealth Advisors, LLC 0.68% Add +6.2% 124,453 $14.9M
Stifel Financial Corp. 0.02% Add +7.6% 121,288 $14.5M
Hoge Financial Services, LLC 10.79% Add +2.5% 119,709 $14.3M
Private Advisor Group, LLC 0.09% Add +40.8% 118,434 $14.2M
M&T Bank Corp 0.05% No change 116,206 $13.9M
Allen Investment Management, LLC 0.16% No change 113,293 $13.6M
DORVAL Corp 5.55% Reduce -4.5% 114,928 $13.5M
Fisher Asset Management 0.01% Reduce -11.1% 110,664 $13.2M
Comerica Bank 0.05% Reduce -19.9% 110,577 $13.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +11.2% 108,965 $13.0M
St. Louis Trust Co 1.83% Reduce -1.1% 108,513 $13.0M
Rathbones Group PLC 0.07% Add +12.1% 108,435 $13.0M
MML Investors Services, LLC 0.05% Add +11.9% 107,854 $12.9M
Fifth Third Bancorp 0.05% Reduce -3.3% 107,270 $12.8M
Pictet North America Advisors SA 1.25% Reduce -0.5% 105,689 $12.7M
Oxford Financial Group, LTD. LLC 0.79% Reduce -6.8% 103,902 $12.4M
Three Bridge Wealth Advisors, LLC 4.49% Add +3.7% 101,689 $12.2M
Lighthouse Investment Partners, LLC 0.64% No change 99,130 $11.9M
Summit Trail Advisors, LLC 0.29% Add +11.9% 97,085 $11.6M
Mercer Global Advisors Inc. 0.03% Add +34.4% 97,481 $11.6M
Coyle Financial Counsel LLC 3.97% Add +1.2% 100,984 $11.4M
Bridgewater Advisors Inc. 1.16% Add +3.3% 93,076 $11.1M
Windsor Advisory Group, LLC 12.52% Add +1.1% 92,646 $11.1M
WMS Partners, LLC 0.62% Reduce -4.2% 92,513 $11.1M
Robertson Stephens Wealth Management, LLC 0.41% Add +9.4% 92,029 $11.0M
Avantax Advisory Services, Inc. 0.07% Add +137.8% 91,361 $10.9M
Foster Group, Inc. 0.40% Add +4.0% 90,589 $10.8M
NYL Investors LLC 0.67% Add +1.9% 87,700 $10.5M
Jones Financial Companies LLLP 0.01% Add +61.5% 87,311 $10.4M
Orcam Financial Group 10.01% Add +1.1% 86,341 $10.3M
Banco Santander, S.A. 0.12% Add +5.3% 86,267 $10.3M
Manchester Capital Management LLC 1.18% Reduce -24.8% 83,958 $10.0M
Bank of Montreal 0.00% Add +1.5% 83,387 $10.0M
United Capital Financial Advisors, LLC 0.08% Reduce -0.1% 82,505 $9.9M
WBH Advisory Inc. 0.90% Reduce -4.1% 79,415 $9.5M
Frisch Financial Group, Inc. 2.85% Add +2.1% 79,281 $9.5M
BlackRock, Inc. 0.00% — 79,150 $9.5M
Leavell Investment Management, Inc. 0.47% Add +1.3% 78,023 $9.3M
Thrivent Financial for Lutherans 0.02% Reduce -15.1% 77,943 $9.3M
Sumitomo Mitsui Financial Group, Inc. 0.21% Add +3420.4% 77,273 $9.2M
Choate Investment Advisors 0.23% Reduce -0.5% 76,508 $9.2M
Seldon Capital LP 5.10% No change 75,547 $9.0M
Almanack Investment Partners, LLC. 1.41% Add +1.3% 74,833 $9.0M
Choreo, LLC 0.13% Add +13.1% 75,207 $8.9M
DRW Securities, LLC 0.48% New 73,253 $8.8M
Laird Norton Wetherby Trust Company, LLC 1.14% Reduce -49.7% 72,505 $8.7M
Seven Post Investment Office LP 1.29% Add +0.1% 71,115 $8.5M
Security National Bank of So Dak 4.62% Add +4.3% 69,473 $8.3M
Financial Symmetry Inc 5.73% Reduce -1.8% 68,556 $8.2M
Great Valley Advisor Group, Inc. 0.20% Reduce -0.0% 68,355 $8.2M
Walter & Keenan Wealth Management LLC /in/ 2.47% Reduce -1.3% 68,032 $8.1M
GeoWealth Management, LLC 0.29% Reduce -3.4% 67,504 $8.1M
FMR LLC 0.00% Add +8.3% 66,142 $7.9M
Atlas Capital Advisors Inc. 1.19% Add +10.2% 65,120 $7.8M
Newton One Investments LLC 3.06% Reduce -20.9% 63,700 $7.6M
Pathstone Holdings, LLC 0.03% Add +11.0% 63,200 $7.6M
Smartleaf Asset Management LLC 0.92% Add +17.3% 63,206 $7.6M
Prudential Financial Inc. 0.01% Reduce -13.9% 62,778 $7.5M
Investments & Financial Planning, LLC 4.70% Reduce -3.0% 62,019 $7.4M
Nisa Investment Advisors, LLC 0.04% New 61,879 $7.4M
Barry Investment Advisors, LLC 2.21% Reduce -0.8% 60,353 $7.2M
Jasper Ridge Partners, L.P. 0.20% Reduce -25.1% 59,259 $7.1M
Sivia Capital Partners, LLC 4.16% Add +24.0% 58,835 $7.0M
Compass Ion Advisors, LLC 0.86% Reduce -2.4% 58,815 $7.0M
Sequoia Financial Advisors, LLC 0.08% Reduce -0.8% 58,708 $7.0M
Joel Isaacson & Co., LLC 0.33% Add +4.7% 57,594 $6.9M
Fiduciary Trust Co 0.10% Reduce -1.4% 57,448 $6.9M
SYM FINANCIAL Corp 0.92% Add +1.5% 57,258 $6.9M
Myecfo, LLC 3.56% Reduce -0.5% 54,840 $6.6M
Beacon Pointe Advisors, LLC 0.08% Reduce -4.5% 54,475 $6.5M
Belpointe Asset Management LLC 0.38% Reduce -8.6% 53,393 $6.4M
Fifth Third Securities, Inc. 0.59% Reduce -3.8% 52,371 $6.3M
Sanctuary Advisors, LLC 0.04% Reduce -3.5% 51,226 $6.2M
Rwa Wealth Partners, LLC 0.08% Add +2.7% 51,333 $6.1M
NWF Advisory Services Inc. 0.88% Add +0.7% 50,529 $6.0M
Dorsey & Whitney Trust CO LLC 0.32% No change 50,305 $6.0M
Intergy Private Wealth, LLC 2.29% Add +2.1% 50,234 $6.0M
Perigon Wealth Management, LLC 0.16% Add +0.8% 49,953 $6.0M
PDS Planning, Inc 0.53% Add +4.9% 49,137 $5.9M
Secure Asset Management, LLC 0.99% Add +3.4% 48,934 $5.9M
Gotham Asset Management 0.06% No change 48,291 $5.8M
Kestra Advisory Services, LLC 0.03% Reduce -4.0% 47,656 $5.7M
Kingsview Wealth Management, LLC 0.12% Add +19.8% 47,371 $5.7M
Natixis Advisors, LLC 0.01% Reduce -5.4% 47,280 $5.7M
Breakwater Investment Management 2.34% Reduce -0.8% 46,740 $5.6M
Waverly Advisors, LLC 0.10% Reduce -16.9% 46,642 $5.6M
Citigroup Inc. 0.01% Add +22.8% 46,504 $5.6M
Bluespring Wealth Management, LLC 0.56% Reduce -7.2% 46,424 $5.6M
Crestwood Advisors Group, LLC 0.11% Add +3.9% 46,400 $5.6M
Vanguard Personalized Indexing Management, LLC 0.09% Add +2192.7% 45,876 $5.5M
Westmount Partners, LLC 1.63% Add +4.7% 45,150 $5.4M
Truist Financial Corp. 0.01% Reduce -16.1% 44,942 $5.4M
Destiny Wealth Partners, LLC 0.94% Reduce -0.9% 44,774 $5.4M
Stephens Inc. 0.08% No change 44,540 $5.3M
Studio Investment Management LLC 1.11% Reduce -3.0% 44,088 $5.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Reduce -0.2% 44,069 $5.3M
Donor Advised Charitable Giving, Inc. 0.13% New 43,400 $5.2M
Cibc World Market Inc. 0.01% Add +3.9% 43,325 $5.2M
Royal Fund Management, LLC 0.36% Add +123.6% 42,498 $5.1M
Arbor Investment Advisors, LLC 0.67% Reduce -1.1% 42,387 $5.1M
Atria Wealth Solutions, Inc. 0.05% Reduce -0.8% 41,852 $5.0M
Apollon Wealth Management, LLC 0.14% Reduce -6.3% 41,833 $5.0M
Heritage Investment Group, Inc. 0.95% Add +3.5% 41,544 $5.0M
Ancora Advisors LLC 0.11% Reduce -0.1% 40,967 $4.9M
Concurrent Investment Advisors, LLC 0.14% Add +2.1% 40,725 $4.9M
Stokes Family Office, LLC 0.53% Reduce -2.5% 40,712 $4.9M
Waldron Private Wealth LLC 0.20% Reduce -2.7% 40,221 $4.8M
Lakewood Asset Management LLC 3.28% Add +4.1% 40,161 $4.8M
EPIQ Capital Group, LLC 1.37% Add +0.3% 39,897 $4.8M
Leonard Rickey Investment Advisors P.L.L.C. 1.08% Reduce -0.3% 39,728 $4.8M
Twin Focus Capital Partners, LLC 0.75% Add +0.2% 39,680 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.5% 39,575 $4.7M
Hall Kathryn A. 0.99% No change 39,380 $4.7M
Apella Capital, LLC 0.19% Reduce -9.6% 39,006 $4.6M
Howard Wealth Management, LLC 2.70% Add +0.4% 38,738 $4.6M
NavPoint Financial, Inc. 3.71% Reduce -1.9% 38,444 $4.6M
MAI Capital Management 0.04% Reduce -0.9% 38,421 $4.6M
Planning Directions Inc. 2.73% Add +34.3% 38,337 $4.6M
SilverOak Wealth Management LLC 1.03% Add +0.5% 38,335 $4.6M
Susquehanna International Group, LLP 0.01% Reduce -85.8% 37,566 $4.5M
Valeo Financial Advisors, LLC 0.13% Add +1.4% 37,561 $4.5M
Baker Ellis Asset Management LLC 0.63% Reduce -2.6% 36,929 $4.4M
Northstar Group, Inc. 0.80% Add +0.1% 36,800 $4.4M
Addison Capital Co 1.72% Add +4.5% 35,719 $4.3M
Diversified Trust Co. 0.11% Reduce -0.6% 35,115 $4.2M
Integrated Wealth Concepts LLC 0.05% Add +5.8% 35,110 $4.2M
Wealthfront Advisers LLC 0.01% Add +19.0% 34,467 $4.1M
Wetzel Investment Advisors, Inc. 2.07% New 34,299 $4.1M
Parallel Advisors, LLC 0.09% Add +0.5% 33,486 $4.0M
Wealthcare Advisory Partners LLC 0.11% Reduce -2.4% 33,371 $4.0M
Manchester Financial Inc. 0.86% Add +5.4% 33,268 $4.0M
Lindbrook Capital, LLC 0.35% Reduce -7.3% 32,843 $3.9M
Janney Montgomery Scott LLC 0.01% Add +3.6% 32,770 $3.9M
Greenline Partners, LLC 0.55% No change 32,250 $3.9M
Austin Wealth Management, LLC 0.84% Reduce -0.8% 32,351 $3.8M
Van Cleef Asset Management,Inc 0.42% Reduce -1.6% 31,471 $3.8M
Tidal Investments LLC 0.04% Reduce -11.0% 31,255 $3.7M
Quantinno Capital Management LP 0.05% New 31,205 $3.7M
Ridgewood Investments LLC 1.86% Reduce -1.8% 31,155 $3.7M
Novak & Powell Financial Services, Inc. 2.16% Reduce -0.3% 31,079 $3.7M
ICONIQ Capital, LLC 0.08% Add +0.0% 30,520 $3.7M
Salomon & Ludwin, LLC 0.37% Reduce -0.1% 30,202 $3.6M
Hemington Wealth Management 0.97% Reduce -10.0% 30,789 $3.6M
Steward Partners Investment Advisory, LLC 0.03% Add +6.1% 29,865 $3.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +20.1% 29,524 $3.5M
Mayflower Financial Advisors, LLC 0.53% Reduce -3.8% 29,340 $3.5M
Captrust Financial Advisors 0.01% Add +1.1% 29,240 $3.5M
Farther Finance Advisors, LLC 0.13% Add +328.6% 29,187 $3.5M
Modera Wealth Management, LLC 0.04% Reduce -0.1% 29,037 $3.5M
Glenmede Trust Co. NA 0.02% Add +2.8% 29,007 $3.5M
Sharkey, Howes & Javer 0.49% Reduce -1.2% 28,859 $3.5M
Endowment Wealth Management, Inc. 2.25% Add +2.5% 28,599 $3.4M
Allie Family Office LLC 1.80% Reduce -0.5% 27,912 $3.3M
University of Texas/Texas Am Investment Management Co. 0.54% No change 27,798 $3.3M
Wedmont Private Capital 0.19% Add +19.5% 27,902 $3.3M
Monterey Private Wealth, Inc. 1.10% Reduce -6.8% 26,936 $3.2M
Planning Alternatives Ltd. 0.49% Reduce -0.5% 26,890 $3.2M
Boxwood Ventures, Inc. 4.85% No change 26,192 $3.1M
Neumann Capital Management, LLC 1.04% Add +0.2% 26,134 $3.1M
Barings LLC 0.07% No change 26,069 $3.1M
Americana Partners, LLC 0.21% Add +0.1% 25,975 $3.1M
O'shaughnessy Asset Management, LLC 0.03% Add +14.7% 25,286 $3.1M
Affiance Financial, LLC 0.74% Add +0.6% 25,408 $3.0M
Ironwood Financial, llc 0.63% Add +14.9% 25,086 $3.0M
GC Wealth Management RIA, LLC 0.52% No change 25,068 $3.0M
Bank Hapoalim BM 0.47% Reduce -4.0% 24,685 $3.0M
Columbus Macro, LLC 1.07% Reduce -1.0% 24,560 $2.9M
Caprock Group, LLC 0.11% Add +2.1% 24,591 $2.9M
Coston, McIsaac & Partners 0.83% Reduce -2.9% 24,486 $2.9M
Compass Advisory Group LLC 1.14% Add +3.7% 24,459 $2.9M
EP Wealth Advisors, LLC 0.03% Add +194.8% 24,261 $2.9M
Sweet Financial Partners, LLC 0.63% Reduce -1.2% 24,133 $2.9M
Stratos Wealth Partners, LTD. 0.04% Add +11.6% 23,964 $2.9M
Insigneo Advisory Services, LLC 0.29% Add +1.1% 23,710 $2.8M
Adero Partners, LLC 0.19% Add +0.0% 23,590 $2.8M
UMB Bank, n.a. 0.04% No change 23,531 $2.8M
EverSource Wealth Advisors, LLC 0.18% Add +10.5% 23,472 $2.8M
Seamount Financial Group Inc. 2.11% Reduce -1.9% 23,442 $2.8M
Tanager Wealth Management LLP 0.37% Add +2.5% 22,683 $2.7M
Bernzott Capital Advisors 1.16% Reduce -24.3% 22,427 $2.7M
Betterment LLC 0.01% Add +8.0% 22,415 $2.7M
Spire Wealth Management 0.09% Add +1.6% 22,350 $2.7M
Ritholtz Wealth Management 0.08% Reduce -43.7% 21,973 $2.6M
Signaturefd, LLC 0.05% Reduce -13.4% 21,957 $2.6M
Freestone Capital Holdings, LLC 0.09% Reduce -0.7% 21,772 $2.6M
West Family Investments, Inc. 0.88% Reduce -0.0% 20,852 $2.6M
Citizens Financial Group Inc. 0.05% Add +10.7% 21,533 $2.6M
Wealthstream Advisors, Inc. 0.47% Reduce -8.4% 21,525 $2.6M
Bangor Savings Bank 0.24% Reduce -2.3% 21,500 $2.6M
Disciplina Capital Management LLC 0.40% No change 21,035 $2.5M
Snowden Capital Advisors LLC 0.07% Add +3.6% 20,821 $2.5M
VestGen Investment Management 0.66% No change 19,746 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +5.2% 18,879 $2.3M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -26.7% 18,832 $2.3M
HT Partners LLC 0.79% Reduce -31.1% 18,752 $2.2M
Federation des caisses Desjardins du Quebec 0.01% Add +2.9% 18,586 $2.2M
Efficient Advisors, LLC 0.13% Reduce -8.6% 17,890 $2.1M
Daymark Wealth Partners, LLC 0.09% Add +0.0% 17,689 $2.1M
Balentine LLC 0.08% Add +0.1% 17,623 $2.1M
Ewa, LLC 0.75% Reduce -0.5% 17,574 $2.1M
Townsquare Capital LLC 0.03% Add +76.3% 17,558 $2.1M
Neuberger Berman Group LLC 0.00% No change 17,224 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.20% No change 17,200 $2.1M
HRC Wealth Management, LLC 1.33% Reduce -1.5% 17,143 $2.1M
Edmond DE Rothschild Holding S.A. 0.03% No change 17,000 $2.0M
CX Institutional 0.09% Reduce -3.7% 16,949 $2.0M
Cullen/Frost Bankers, Inc. 0.03% Add +42.9% 16,928 $2.0M
First Citizens Bank & Trust Co. 0.04% No change 16,715 $2.0M
W1M Asset Management Ltd 0.16% No change 16,655 $2.0M
SC&H Financial Advisors, Inc. 0.43% Add +1.0% 16,593 $2.0M
Annis Gardner Whiting Capital Advisors, LLC 0.56% Reduce -1.0% 16,573 $2.0M
Presilium Private Wealth, LLC 0.45% Reduce -0.5% 16,316 $2.0M
Flagship Harbor Advisors, LLC 0.11% Reduce -5.1% 16,215 $1.9M
LBMC Investment Advisors, LLC 0.15% Add +0.8% 16,193 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -1.6% 16,155 $1.9M
Astoria Strategic Wealth, Inc. 0.56% Add +1.7% 16,104 $1.9M
Tocqueville Asset Management L.P. 0.03% Add +1.1% 15,976 $1.9M
D.A. Davidson & Co. 0.02% Add +1.5% 15,921 $1.9M
Equity Investment Corp. 0.04% Add +289.7% 15,900 $1.9M
CIBC Private Wealth Group LLC 0.00% No change 15,718 $1.9M
180 Wealth Advisors, LLC 0.29% Add +0.3% 15,616 $1.9M
Blair William & Co. 0.01% Reduce -2.9% 15,335 $1.8M
Pinnacle Associates Ltd. 0.03% Add +0.4% 17,839 $1.8M
Lake Street Advisors Group, LLC 0.08% Add +0.0% 15,289 $1.8M
HB Wealth Management, LLC 0.02% Add +6.1% 15,097 $1.8M
Means Investment Co., Inc. 0.20% Reduce -2.0% 15,011 $1.8M
AllSquare Wealth Management LLC 1.02% Reduce -2.2% 14,986 $1.8M
Total Wealth Planning, LLC 0.28% Reduce -11.2% 14,926 $1.8M
Debussy Capital Management LP 0.52% Reduce -1.0% 14,859 $1.8M
Hansen & Associates Financial Group, Inc. 0.93% Add +278.3% 14,792 $1.8M
Leo Wealth, LLC 0.16% Reduce -4.1% 14,707 $1.8M
Raymond James Trust N.A. 0.04% Add +9.6% 14,636 $1.8M
HTG Investment Advisors, Inc. 0.82% Reduce -0.1% 14,571 $1.7M
Intelligent Financial Strategies 0.96% Add +2.1% 14,564 $1.7M
Cutler Investment Counsel LLC 0.22% Add +3.4% 14,544 $1.7M
Fingerlakes Wealth Management, Inc. 1.44% Reduce -1.0% 14,434 $1.7M
Levin Capital Strategies, L.P. 0.17% No change 14,345 $1.7M
Sowell Financial Services LLC 0.08% Reduce -8.0% 14,231 $1.7M
Roundview Capital LLC 0.12% Reduce -0.3% 14,186 $1.7M
Independent Financial Group, LLC 0.06% Add +4.4% 14,153 $1.7M
Creekside Partners 0.88% Add +1.0% 14,152 $1.7M
Strategic Family Wealth Counselors, L.L.C. 0.59% Add +3.2% 14,064 $1.7M
Cobblestone Capital Advisors LLC 0.09% Reduce -1.5% 13,997 $1.7M
NewEdge Advisors, LLC 0.01% Add +19.5% 13,721 $1.6M
BSW Wealth Partners 0.24% Add +17.7% 13,521 $1.6M
Verus Financial Partners, Inc. 0.18% Add +8.7% 13,522 $1.6M
Yeomans Consulting Group, Inc. 0.60% Reduce -48.3% 13,361 $1.6M
J.W. Cole Advisors, Inc. 0.07% Add +6.0% 13,342 $1.6M
First Pacific Advisors, LP 0.02% Reduce -53.2% 13,282 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Add +6.0% 13,214 $1.6M
Fortis Capital Advisors, LLC 0.52% Reduce -30.3% 13,040 $1.6M
Warren Street Wealth Advisors, LLC 0.63% Reduce -0.9% 12,756 $1.5M
Texas Yale Capital Corp. 0.07% Reduce -0.2% 12,756 $1.5M
Silver Oak Advisory Group, Inc. 0.78% Add +0.2% 12,732 $1.5M
Renaissance Technologies 0.00% Add +71.6% 12,700 $1.5M
Triangle Securities Wealth Management 0.39% Add +4.4% 12,622 $1.5M
AlTi Global, Inc. 0.04% Reduce -1.5% 12,603 $1.5M
CFS Investment Advisory Services, LLC 0.13% Add +7.9% 12,579 $1.5M
Strategic Investment Solutions, Inc. 0.44% Add +23.6% 12,344 $1.5M
BluePointe Capital Management, LLC 0.95% No change 12,235 $1.5M
Long Island Wealth Management, Inc. 0.96% Add +0.6% 12,166 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Add +5.7% 12,129 $1.5M
Kingswood Wealth Advisors, LLC 0.10% Add +0.0% 12,136 $1.5M
Harbour Investments, Inc. 0.04% Add +12.3% 12,089 $1.4M
Fermata Advisors, LLC 0.29% Reduce -7.4% 11,889 $1.4M
Weil Company, Inc. 0.46% Add +61.3% 11,761 $1.4M
MAS Advisors LLC 3.00% No change 11,761 $1.4M
South Dakota Investment Council 0.03% New 11,700 $1.4M
Kathleen S. Wright Associates Inc. 0.57% Reduce -0.1% 11,504 $1.4M
Cary Street Partners Investment Advisory LLC 0.05% Add +5.3% 11,498 $1.4M
Benjamin Edwards Inc. 0.02% New 11,468 $1.4M
Tortoise Investment Management, LLC 0.14% Reduce -5.0% 11,479 $1.4M
Consilio Wealth Advisors, LLC 0.56% Add +0.0% 11,434 $1.4M
Graves Light Lenhart Wealth, Inc. 0.17% Add +0.1% 11,418 $1.4M
Evercore Wealth Management, LLC 0.02% No change 11,392 $1.4M
Arlington Trust Co LLC 0.30% Reduce -18.9% 11,335 $1.4M
Patriot Investment Management Group, Inc. 0.10% No change 11,125 $1.3M
Wedbush Securities Inc. 0.05% No change 11,014 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -1.7% 10,965 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +98.2% 10,819 $1.3M
Brand Asset Management Group, Inc. 0.50% Reduce -0.8% 10,746 $1.3M
Gladstone Institutional Advisory LLC 0.06% Reduce -1.5% 10,642 $1.3M
MidAtlantic Capital Management, Inc. 0.93% Add +9.5% 10,637 $1.3M
Archford Capital Strategies, LLC 0.19% No change 10,498 $1.3M
New Capital Management LP 0.36% Add +1.7% 10,554 $1.3M
Boyce & Associates Wealth Consulting, Inc. 1.31% Reduce -0.7% 10,546 $1.3M
Global Retirement Partners, LLC 0.04% Add +117.0% 10,519 $1.3M
TBH Global Asset Management, LLC 0.27% Reduce -8.3% 10,507 $1.3M
Cambridge Financial Group, LLC 0.52% Reduce -0.2% 10,475 $1.3M
Blue Edge Capital, LLC 0.19% Add +0.0% 10,371 $1.2M
Towneley Capital Management, Inc / DE 0.28% Add +0.0% 10,355 $1.2M
Trellis Wealth Advisors LLC 0.62% Add +0.6% 10,281 $1.2M
Nottingham Advisors, Inc. 0.14% No change 10,260 $1.2M
CGN Advisors LLC 0.12% Add +1.6% 10,257 $1.2M
GenTrust, LLC 0.06% Add +0.7% 10,248 $1.2M
Coldstream Capital Management Inc. 0.03% Add +1.8% 10,132 $1.2M
Savant Capital, LLC 0.01% Add +11.8% 10,128 $1.2M
Wilson & Boucher Capital Management, LLC 0.83% Add +39.7% 10,100 $1.2M
Hubbell Strickland Wealth Management, LLC 0.56% Add +0.2% 10,046 $1.2M
RBF Capital, LLC 0.06% No change 10,000 $1.2M
Schrum Private Wealth Management LLC 0.62% Add +32.0% 9,950 $1.2M
Compass Financial Group, INC 0.23% Reduce -5.2% 9,926 $1.2M
Montag A & Associates Inc. 0.06% Add +0.0% 9,902 $1.2M
John W. Brooker & Co., CPAs 0.54% Add +0.1% 9,902 $1.2M
Sax Wealth Advisors, LLC 0.11% Add +22.4% 9,871 $1.2M
Rockingstone Advisors LLC 0.58% Add +1.2% 9,868 $1.2M
Abacus Planning Group, Inc. 0.21% Reduce -2.7% 9,794 $1.2M
Benchmark Wealth Management, LLC 0.58% Add +0.0% 9,788 $1.2M
Mission Wealth Management, LP 0.03% Add +7.3% 9,721 $1.2M
Chicago Partners Investment Group LLC 0.04% Reduce -4.6% 9,806 $1.2M
JFS Wealth Advisors, LLC 0.08% New 9,679 $1.2M
FF Advisors,LLC 0.75% No change 9,511 $1.1M
LongView Wealth Management 0.36% Add +185.6% 9,529 $1.1M
Principle Wealth Partners LLC 0.08% Reduce -7.9% 9,364 $1.1M
Investment Planning Advisors, Inc. 0.56% No change 9,809 $1.1M
CW Advisors, LLC 0.01% New 9,192 $1.1M
Family Manage LLC 0.18% No change 9,006 $1.1M
Redmond Asset Management, LLC 0.34% Add +31.6% 8,999 $1.1M
Focus Financial Network, Inc. 0.04% Reduce -59.1% 8,909 $1.1M
Cwm, LLC 0.00% Add +3.1% 8,891 $1.1M
Windward Private Wealth Management Inc. 0.41% Reduce -9.0% 8,887 $1.1M
Successful Portfolios LLC 0.72% Add +2.8% 8,860 $1.1M
Asset Management Group, Inc. 0.15% Add +25.7% 8,684 $1.0M
Versant Capital Management, Inc 0.24% Reduce -8.2% 8,663 $1.0M
Nikulski Financial, Inc. 0.31% Reduce -6.7% 8,577 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Add +1.6% 8,566 $1.0M
Keel Point, LLC 0.09% Add +0.2% 8,554 $1.0M
Trevian Wealth Management LLC 0.84% New 8,526 $1.0M
Ameritas Advisory Services, LLC 0.04% Add +0.6% 8,478 $1.0M
Rothschild Investment LLC 0.07% Add +0.1% 8,451 $1.0M
Brightwater Advisory LLC 0.73% Reduce -3.5% 8,341 $998K
Strait & Sound Wealth Management LLC 0.48% Reduce -4.6% 8,320 $996K
Index Fund Advisors, Inc. 0.05% Reduce -1.1% 8,268 $990K
New England Professional Planning Group Inc. 0.49% No change 8,259 $989K
Catalyst Financial Partners LLC 0.19% Add +1.1% 8,226 $985K
Avior Wealth Management, LLC 0.04% Reduce -16.1% 8,186 $980K
Unison Advisors LLC 0.12% Add +1.1% 8,112 $971K
Ackerman Capital Advisors, LLC 0.25% Reduce -26.1% 8,097 $969K
Tudor Financial Inc. 0.60% — 8,090 $968K
Northwest Wealth Management, LLC 0.22% Reduce -21.8% 7,954 $952K
Mutual Advisors, LLC 0.03% Reduce -16.4% 7,981 $949K
TD Asset Management Inc 0.00% Add +1.3% 7,915 $947K
Argent Trust Co 0.04% No change 7,909 $947K
Register Financial Advisors LLC 0.48% Add +0.1% 7,874 $942K
Baker Avenue Asset Management, LP 0.03% Reduce -16.9% 7,834 $938K
One Capital Management, LLC 0.03% Add +0.1% 7,814 $935K
Logan Stone Capital, LLC 0.23% New 7,766 $930K
Kendall Capital Management 0.28% Reduce -1.8% 7,705 $922K
Dark Forest Capital Management LP 0.12% Add +8.3% 7,692 $921K
SWP Financial LLC 0.55% No change 7,579 $907K
Sonoma Private Wealth LLC 1.41% No change 7,560 $905K
Kovack Advisors, Inc. 0.10% Add +9.8% 7,542 $903K
Dodds Wealth, LLC 0.30% Add +0.1% 7,557 $901K
HUB Investment Partners, LLC 0.04% Add +23.9% 7,519 $900K
JTC Employer Solutions Trustee Ltd 0.06% No change 7,500 $898K
Essex Financial Services, Inc. 0.06% Reduce -4.5% 7,466 $893K
Rehmann Capital Advisory Group 0.06% Reduce -0.3% 7,276 $871K
Sierra Capital LLC 0.10% Add +0.3% 7,266 $870K
First PREMIER Bank 0.22% No change 7,260 $869K
Kelman-Lazarov, Inc. 0.15% New 7,230 $865K
Blackston Financial Advisory Group, LLC 0.45% New 7,206 $863K
FC Advisory LLC 0.29% Add +3.3% 7,150 $856K
Farmers & Merchants Investments Inc. 0.03% No change 7,124 $853K
Y.D. More Investments Ltd 0.09% No change 7,085 $848K
Ade, LLC 0.52% Add +2.1% 7,036 $842K
Brickley Wealth Management 0.17% Add +0.1% 6,924 $829K
Gray Wealth Management Inc. 0.33% Reduce -1.1% 6,886 $824K
First Interstate Bank 0.05% No change 6,850 $820K
C M Bidwell & Associates Ltd. 0.50% Reduce -12.9% 6,804 $814K
Pine Harbor Wealth Management, LLC 0.40% Add +0.1% 6,730 $806K
Strategy Asset Managers LLC 0.15% Add +24.1% 6,674 $799K
Aristides Capital LLC 0.33% No change 6,571 $787K
Barlow Wealth Partners, LLC 0.10% No change 6,525 $775K
MIdWestOne Financial Group, Inc. 0.11% No change 6,460 $773K
FinTrust Capital Advisors, LLC 0.13% No change 6,395 $765K
Ballentine Partners, LLC 0.01% Add +0.5% 6,395 $765K
Synovus Financial Corp. 0.01% New 6,330 $758K
Callan Capital, LLC 0.05% Reduce -1.9% 6,303 $755K
Wakefield Asset Management LLLP 0.25% Reduce -4.0% 6,297 $754K
Lumbard & Kellner, LLC 0.33% No change 6,295 $754K
Dakota Wealth Management 0.02% No change 6,293 $753K
Sage Mountain Advisors LLC 0.06% No change 6,234 $746K
Client 1ST Advisory Group, LLC 0.30% Add +0.0% 6,206 $743K
Quadrant Capital Group LLC 0.05% Reduce -2.0% 6,188 $741K
Brandywine Oak Private Wealth LLC 0.07% Reduce -6.2% 6,173 $739K
Main Street Financial Solutions, LLC 0.07% Reduce -7.9% 6,083 $728K
AE Wealth Management LLC 0.01% Reduce -67.0% 6,068 $726K
PFG Advisors 0.05% Reduce -0.0% 6,068 $726K
Headlands Technologies LLC 0.08% Reduce -40.0% 6,017 $720K
Verdence Capital Advisors LLC 0.06% Reduce -5.9% 5,956 $713K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -5.6% 5,932 $710K
Family Firm, Inc. 0.16% Add +0.6% 5,917 $708K
TD Private Client Wealth LLC 0.02% Reduce -17.7% 5,856 $701K
Moseley Investment Management Inc. 0.28% Reduce -7.0% 5,849 $700K
Ieq Capital, LLC 0.01% Add +121.4% 5,847 $700K
Venture Visionary Partners LLC 0.03% Add +0.1% 5,821 $697K
Capital International Investors 0.00% Add +84.4% 5,824 $697K
Checchi Capital Advisers, LLC 0.05% Add +3.3% 5,802 $694K
Level Four Advisory Services, LLC 0.03% Add +47.3% 5,881 $689K
Cooper Financial Group 0.09% No change 5,746 $688K
Principal Securities, Inc. 0.02% Reduce -14.2% 5,727 $686K
IHT Wealth Management, LLC 0.02% Add +69.9% 5,733 $685K
Vista Capital Partners, Inc. 0.08% Add +2.2% 5,674 $679K
Roble, Belko & Company, Inc 0.11% No change 5,659 $677K
American Money Management, LLC 0.14% No change 5,644 $676K
Boston Trust Walden Corp 0.00% Add +32.6% 5,601 $670K
Clear Harbor Asset Management, LLC 0.06% Add +0.2% 5,589 $669K
First Manhattan Co. Llc. 0.00% No change 5,586 $669K
Squarepoint Ops LLC 0.00% New 5,497 $658K
Private Capital Management LLC 0.12% Add +2166.4% 5,462 $654K
Smith, Moore & Co. 0.06% Add +4.4% 5,433 $650K
Algorithmic Investment Models, LLC 0.48% Add +145.8% 5,422 $649K
Divergent Planning, LLC 0.24% Add +2.9% 5,383 $643K
Equitable Holdings, Inc. 0.01% Add +13.5% 5,335 $639K
Vista Investment Management 0.23% Add +0.2% 5,209 $623K
International Assets Investment Management, LLC 0.05% Add +464.5% 7,722 $621K
Treynor Bancshares, Inc. 0.64% Reduce -16.4% 5,181 $620K
Syntrinsic LLC 0.20% Add +9.0% 5,527 $616K
Mustard Seed Financial, LLC 0.51% New 5,129 $614K
Integrity Financial Corp 0.36% Add +6.7% 5,112 $612K
Lantern Wealth Advisors, LLC 0.42% Add +0.3% 5,092 $610K
Herold Advisors, Inc. 0.13% Add +0.3% 5,092 $610K
Christensen, King & Associates Investment Services, Inc. 0.29% Reduce -2.5% 5,085 $609K
Financial Counselors Inc. 0.01% Add +104.0% 5,055 $605K
Well Done, LLC 0.11% Reduce -1.4% 5,053 $605K
Fiduciary Financial Group, LLC 0.14% Add +2.5% 5,013 $596K
Five Oceans Advisors 0.28% Add +0.9% 4,925 $589K
Addis & Hill, Inc 0.45% Reduce -3.0% 4,886 $585K
Wilmington Savings Fund Society, FSB 0.01% New 4,867 $583K
Collaborative Wealth Managment Inc. 0.26% Reduce -1.0% 4,862 $582K
Aspiriant, LLC 0.02% Reduce -4.0% 4,830 $578K
Richard Bernstein Advisors LLC 0.01% Add +21.5% 4,822 $577K
Paragon Advisors, LLC 0.19% Reduce -34.6% 4,799 $574K
Garrison Point Advisors, LLC 0.35% Add +2.1% 4,775 $572K
Sensible Financial Planning & Management, LLC. 0.11% New 4,742 $568K
Indiana Trust & Investment Management Co 0.19% No change 4,721 $565K
Monument Capital Management 0.15% Reduce -3.9% 4,641 $555K
MPS Loria Financial Planners, LLC 0.17% No change 4,624 $553K
Tillman Hartley LLC 0.16% Add +43.3% 4,550 $545K
TCTC Holdings, LLC 0.02% No change 4,547 $544K
Capital Advisory Group Advisory Services, LLC 0.21% Reduce -4.7% 4,515 $540K
Mgo One Seven LLC 0.02% Reduce -14.3% 4,511 $540K
JMG Financial Group, Ltd. 0.02% Add +32.0% 4,487 $537K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -6.4% 4,474 $536K
Verum Partners LLC 0.16% Add +0.3% 4,462 $534K
Proffitt & Goodson Inc. 0.09% Reduce -2.1% 4,444 $532K
Etesian Wealth Advisors, Inc. 0.24% New 4,438 $531K
Avidian Wealth Enterprises, LLC 0.02% Reduce -0.2% 4,433 $531K
Mayfair Advisory Group, LLC 0.33% Add +0.3% 4,350 $520K
Port Capital LLC 0.02% No change 4,316 $517K
Blue Trust, Inc. 0.01% Add +23.0% 4,551 $513K
Litman Gregory Wealth Management LLC 0.04% Add +2.0% 4,275 $512K
Hudock, Inc. 0.09% Reduce -0.6% 4,265 $511K
Mosaic Family Wealth Partners, LLC 0.08% Reduce -2.3% 4,252 $509K
GTS Securities LLC 0.01% Reduce -8.8% 4,212 $504K
Weaver Consulting Group 0.16% No change 4,207 $504K
Fragasso Financial Advisors Inc 0.04% Reduce -8.2% 4,195 $502K
Nwam LLC 0.03% New 4,189 $501K
Curbstone Financial Management Corp 0.11% No change 4,180 $500K
Olistico Wealth, LLC 0.30% Reduce -0.0% 4,131 $495K
&partners 0.01% Add +35.6% 4,067 $487K
Macroview Investment Management LLC 0.48% Add +0.4% 4,056 $486K
LGL Partners, LLC 0.07% Add +0.3% 4,049 $485K
Pure Financial Advisors, LLC 0.01% Add +59.9% 4,043 $484K
AdvisorNet Financial, Inc 0.04% Reduce -5.2% 4,036 $483K
Polen Capital Management LLC 0.00% New 4,018 $481K
Cardiff Park Advisors, LLC 0.04% Add +0.3% 4,003 $479K
Nomura Asset Management Co. Ltd. 0.00% Add +26.1% 3,996 $478K
Baron Silver Stevens Financial Advisors, LLC 0.08% No change 3,995 $478K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -3.7% 3,949 $473K
StoneX Group Inc. 0.03% Add +84.1% 3,931 $470K
Bailard, Inc. 0.01% No change 3,927 $470K
First National Corp. /Ma/ 0.10% Add +1.2% 3,923 $470K
Mayport, LLC 0.15% No change 3,900 $467K
Harbour Investment Management LLC 0.21% Reduce -0.7% 3,897 $466K
Chesley Taft & Associates LLC 0.02% Add +0.3% 3,895 $466K
MorganRosel Wealth Management, LLC 0.15% Reduce -14.6% 3,885 $465K
Jennison Associates LLC 0.00% New 3,870 $463K
World Investment Advisors 0.01% Add +19.0% 3,870 $463K
MBE Wealth Management, LLC 0.25% Add +0.1% 3,828 $458K
Wintrust Investments LLC 0.34% Reduce -89.0% 3,809 $456K
Private Trust Co. NA 0.05% Reduce -0.2% 3,809 $456K
US Bancorp \de 0.00% Add +12.3% 3,802 $455K
Mason & Associates, LLC 0.14% Add +10.3% 3,796 $454K
University of Maryland Foundation, Inc. 0.32% No change 3,786 $453K
Eight 31 Financial, LLC 0.35% Reduce -50.8% 3,782 $453K
TD Waterhouse Canada Inc. 0.00% Add +16.0% 3,793 $451K
L. Roy Papp & Associates, LLP 0.05% No change 3,762 $450K
Burkett Financial Services, LLC 0.19% Reduce -14.7% 3,762 $450K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.8% 3,746 $448K
Cable Hill Partners, LLC 0.04% Reduce -22.1% 3,741 $448K
Signature Estate & Investment Advisors LLC 0.01% Add +11.6% 3,719 $445K
Merit Financial Group, LLC 0.01% Add +14.9% 3,706 $444K
Merriman Wealth Management, LLC 0.02% Reduce -3.4% 3,682 $441K
Hanson & Doremus Investment Management 0.07% Reduce -0.2% 3,663 $438K
American Investment Services, Inc. 0.07% Add +4.0% 3,655 $438K
Safeguard Financial, LLC 0.10% Add +0.0% 3,654 $437K
Procyon Advisors, LLC 0.03% Add +11.4% 3,651 $437K
Kanawha Capital Management LLC 0.03% No change 3,645 $436K
Thomasville National Bank 0.03% No change 3,640 $436K
Lutz Financial Services LLC 0.04% Reduce -3.2% 3,616 $433K
Kestra Private Wealth Services, LLC 0.01% Reduce -38.1% 3,602 $431K
Formidable Asset Management, LLC 0.07% Reduce -0.0% 3,589 $430K
Cheviot Value Management, LLC 0.08% No change 3,571 $427K
TCI Wealth Advisors, Inc. 0.04% Reduce -20.7% 3,561 $426K
Aerodigm Wealth, LLC 0.27% No change 3,554 $425K
First Foundation Advisors 0.02% Reduce -30.6% 3,551 $425K
Cahill Financial Advisors Inc. 0.06% Reduce -49.3% 3,549 $425K
DB Fitzpatrick & Co, Inc 0.37% Reduce -10.7% 3,533 $423K
Robinson Capital Management, LLC 0.14% No change 3,500 $414K
Retirement Planning Group, LLC 0.02% No change 3,460 $414K
Flower City Capital 0.24% Add +1.6% 3,456 $414K
Resolute Advisors LLC 0.08% Add +3.6% 3,450 $413K
Edge Capital Group, LLC 0.02% No change 3,424 $410K
HBK Sorce Advisory LLC 0.01% Reduce -2.6% 3,363 $403K
Lazard Asset Management LLC 0.00% Add +216.8% 3,361 $402K
Kraft, Davis & Associates, LLC 0.12% Reduce -5.5% 3,430 $402K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.4% 3,351 $401K
Aua Capital Management, LLC 0.23% No change 3,343 $400K
Geometric Wealth Advisors 0.07% Add +25.7% 3,306 $396K
Pinnacle Bancorp, Inc. 0.11% Add +0.2% 3,298 $395K
Baird Financial Group, Inc. 0.00% Add +4.9% 3,281 $393K
ETF Portfolio Partners, Inc. 0.12% Reduce -6.1% 3,270 $391K
Hohimer Wealth Management, LLC 0.08% Reduce -38.0% 3,265 $391K
Letko, Brosseau & Associates Inc. 0.01% No change 3,250 $389K
FAS Wealth Partners, Inc. 0.03% Reduce -4.6% 3,249 $389K
Scotia Capital Inc. 0.00% Add +43.2% 3,215 $385K
Pointe Capital Management LLC 0.22% Reduce -8.5% 3,213 $385K
Agf Management Ltd. 0.00% Reduce -0.6% 3,211 $384K
Founders Financial Securities LLC 0.04% Reduce -11.8% 3,208 $384K
First Community Trust NA 0.31% No change 3,205 $384K
Axxcess Wealth Management, LLC 0.01% Reduce -1.9% 3,196 $383K
Norris Perne & French LLP 0.03% No change 3,195 $382K
Capital Asset Advisory Services LLC 0.02% Reduce -2.3% 3,210 $382K
Sterling Investment Advisors, Ltd. 0.10% Add +2.7% 3,152 $377K
Savvy Advisors, Inc. 0.08% New 3,125 $374K
Waypoint Wealth Partners Inc. 0.10% No change 3,125 $374K
Pitcairn Co. 0.02% New 3,100 $371K
Advance Capital Management, Inc. 0.02% No change 3,097 $371K
Tiaa Trust, National Association 0.00% Reduce -5.7% 3,081 $369K
SeaCrest Wealth Management, LLC 0.04% Reduce -7.9% 3,062 $366K
Franklin Resources Inc. 0.00% Add +0.0% 3,027 $365K
Encompass More Asset Management 0.14% New 3,038 $364K
Brown Brothers Harriman & Co. 0.00% New 3,035 $363K
WealthShield Partners, LLC 0.05% Add +7.6% 3,014 $361K
Resonant Capital Advisors, LLC 0.03% No change 3,000 $359K
RAM Investment Partners, LLC 0.09% New 2,963 $355K
PrairieView Partners, LLC 0.04% No change 2,960 $354K
Greenwich Wealth Management LLC 0.02% Add +0.7% 2,930 $351K
RS Crum Inc. 0.08% No change 2,930 $351K
Main Management LLC 0.03% Reduce -2.8% 2,926 $350K
Compton Wealth Advisory Group, LLC 0.09% Add +0.1% 2,917 $349K
Advisory Services Network, LLC 0.01% No change 3,084 $347K
Oak Family Advisors, LLC 0.13% Reduce -0.5% 2,893 $346K
Flagship Private Wealth, LLC 0.18% Reduce -26.1% 2,885 $345K
BOS Asset Management, LLC 0.13% No change 2,883 $345K
Objective Capital Management, LLC 0.20% — 2,871 $344K
Modus Advisors, LLC 0.11% Reduce -20.5% 2,846 $341K
Brookstone Capital Management 0.01% Add +6.7% 2,834 $339K
CFO4Life Group, LLC 0.06% Add +0.9% 2,829 $339K
Elevation Wealth Partners, LLC 0.14% No change 2,821 $338K
Claret Asset Management Corp 0.06% Add +1.8% 2,815 $337K
MontVue Capital Management, Inc. 0.26% No change 2,792 $334K
Financial Perspectives, Inc 0.12% Add +9.1% 2,791 $334K
Fiduciary Group, LLC 0.03% No change 2,783 $333K
Caitlin John, LLC 0.21% No change 2,761 $332K
Centaurus Financial, Inc. 0.02% No change 2,763 $331K
Melfa Wealth Management, Inc. 0.22% Reduce -3.4% 2,755 $330K
Roger Wittlin Investment Advisory, LLC 0.19% Add +0.4% 2,738 $328K
Boston Standard Wealth Management, LLC 0.06% Reduce -1.6% 2,732 $327K
Thoroughbred Financial Services, LLC 0.02% Add +0.1% 2,725 $326K
Hall Laurie J Trustee 0.10% No change 2,699 $323K
DecisionPoint Financial, LLC 0.10% No change 2,695 $323K
TrueWealth Financial Partners 0.19% Add +3.9% 2,652 $317K
Arcadia Investment Advisors LLC 0.17% Reduce -0.3% 2,647 $317K
SteelPeak Wealth, LLC 0.01% Reduce -89.5% 2,645 $317K
Beacon Financial Advisory LLC 0.11% Add +0.0% 2,640 $316K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 2,626 $314K
Creekmur Asset Management LLC 0.07% No change 2,621 $314K
Burton Enright Welch 0.07% Add +20.0% 2,617 $313K
Plante Moran Financial Advisors, LLC 0.03% Add +2.9% 2,606 $312K
Capital Investment Advisors, LLC 0.01% New 2,598 $311K
Walkner Condon Financial Advisors LLC 0.06% Add +29.0% 2,592 $310K
Synergy Financial Group, LTD 0.29% No change 2,546 $305K
Alliance Wealth Management Group 0.08% No change 2,545 $305K
Towercrest Capital Management 0.05% No change 2,545 $305K
Prosperity Planning, Inc. 0.14% Reduce -3.2% 2,543 $304K
Centurion Wealth Management LLC 0.10% — 2,540 $304K
CreativeOne Wealth, LLC 0.01% New 2,539 $304K
Smith Salley Wealth Management 0.02% New 2,537 $304K
Valley Forge Investment Consultants Inc. Adv 0.11% Add +0.1% 2,536 $304K
Evolution Advisers, Inc. 0.17% Reduce -9.8% 2,533 $303K
Clark Asset Management, LLC 0.07% Add +0.2% 2,528 $303K
Rebalance, LLC 0.02% Add +0.9% 2,527 $302K
Regions Financial Corp. 0.00% Reduce -1.8% 2,525 $302K
Applied Capital LLC 0.16% Reduce -1.8% 2,521 $302K
Boston Financial Mangement LLC 0.01% New 2,494 $298K
N.E.W. Advisory Services LLC 0.03% Reduce -4.1% 2,454 $294K
Acorn Wealth Advisors, LLC 0.13% Reduce -4.8% 2,440 $292K
Embree Financial Group 0.05% Add +10.6% 2,427 $291K
Values Added Financial LLC 0.18% New 2,418 $289K
Cassaday & Co Wealth Management LLC 0.01% Add +36.1% 2,418 $289K
Moors & Cabot, Inc. 0.01% Reduce -5.0% 2,390 $286K
FFT Wealth Management LLC 0.02% Add +14.0% 2,388 $286K
New England Private Wealth Advisors LLC 0.05% Add +0.2% 2,378 $285K
Hibernia Wealth Partners, LLC 0.10% New 2,371 $284K
Next Capital Management LLC 0.12% Reduce -44.9% 2,363 $283K
LifeGuide Financial Advisors, LLC 0.12% Add +1.6% 2,361 $283K
Cornerstone Advisors Asset Management, LLC 0.06% Add +0.3% 2,351 $281K
Garde Capital, Inc. 0.02% Add +0.0% 2,313 $277K
Schneider Downs Wealth Management Advisors, LP 0.06% Add +0.4% 2,311 $277K
RFG Advisory, LLC 0.01% Reduce -59.8% 2,311 $277K
Charter Oak Capital Management, LLC 0.03% Add +14.2% 2,297 $275K
Heartwood Wealth Advisors LLC 0.03% Add +6.3% 2,292 $274K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% Add +0.0% 2,273 $272K
Commerce Bank 0.00% Reduce -0.4% 2,265 $271K
Samalin Investment Counsel, LLC 0.12% Add +0.1% 2,237 $268K
Verus Capital Partners, LLC 0.03% Add +15.9% 2,221 $266K
Waterloo Capital, L.P. 0.03% Add +6.5% 2,212 $265K
Compound Planning, Inc. 0.02% New 2,211 $265K
Red Door Wealth Management, LLC 0.04% No change 2,206 $264K
BCR Wealth Strategies, LLC 0.12% Reduce -5.0% 2,209 $264K
Allworth Financial LP 0.00% Reduce -0.2% 2,204 $264K
Bedel Financial Consulting, Inc. 0.04% Add +2.5% 2,193 $263K
IFP Advisors, Inc 0.01% Add +14.7% 2,190 $262K
Prime Capital Investment Advisors, LLC 0.00% Add +4.3% 2,188 $262K
Mindset Wealth Management, LLC 0.11% — 2,183 $261K
Strategies Wealth Advisors, LLC 0.03% Add +0.2% 2,176 $261K
Waller Financial Planning Group, Inc. 0.06% Add +0.1% 2,169 $260K
Kathmere Capital Management, LLC 0.02% New 2,168 $259K
Empire Life Investments Inc. 0.02% Add +459.9% 2,167 $259K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,157 $258K
Oliver Luxxe Assets LLC 0.05% Reduce -0.7% 2,148 $257K
Fifth Third Wealth Advisors LLC 0.02% New 2,143 $257K
Phoenix Financial Ltd. 0.00% No change 2,135 $256K
Argent Financial Group, Inc. 0.03% — 2,102 $252K
Gateway Wealth Partners, LLC 0.07% New 2,076 $248K
Matisse Capital 0.12% No change 2,073 $248K
LaSalle St. Investment Advisors, LLC 0.10% Reduce -0.2% 2,065 $247K
Petix & Botte Co 0.07% No change 2,062 $247K
Forte Asset Management LLC 0.13% No change 2,050 $245K
Liberty Wealth Management LLC 0.04% Add +0.2% 2,037 $244K
Forum Financial Management, LP 0.00% Reduce -1.1% 2,037 $244K
Portside Wealth Group, LLC 0.04% Add +0.9% 2,028 $243K
Seven Springs Wealth Group, LLC 0.09% No change 2,000 $239K
Citizens & Northern Corp. 0.07% No change 2,000 $239K
Barclays PLC 0.00% No change 2,000 $239K
Addison Advisors LLC 0.07% Reduce -1.7% 1,999 $239K
TFB Advisors LLC 0.07% Reduce -1.2% 1,985 $238K
Haverford Trust Co 0.00% No change 1,970 $236K
Berger Financial Group, Inc 0.02% Reduce -2.3% 1,948 $233K
DAVENPORT & Co LLC 0.00% New 1,948 $233K
Creative Financial Designs Inc. 0.02% Add +465.0% 1,921 $230K
Tudor Investment Corporation 0.00% Reduce -88.3% 1,904 $228K
Sigma Planning Corp 0.01% New 1,870 $224K
Cabot-Wellington, LLC 0.08% No change 1,859 $223K
Titleist Asset Management, LLC 0.03% New 1,851 $222K
Facet Wealth, Inc. 0.01% Reduce -0.7% 1,875 $220K
Empower Advisory Group, LLC 0.00% New 1,829 $219K
Hurlow Wealth Management Group, Inc. 0.07% New 1,828 $219K
Wesbanco Bank Inc. 0.01% No change 1,822 $218K
Planning Capital Management Corp 0.14% Add +276.0% 1,816 $217K
Gryphon Financial Partners LLC 0.03% New 1,810 $217K
Clifford Group, LLC 0.17% No change 1,793 $215K
Sage Capital Advisors,llc 0.06% New 1,793 $215K
Nicholas Hoffman & Company, LLC. 0.01% New 1,770 $212K
Cornerstone Wealth Management, LLC 0.01% Reduce -8.6% 1,764 $211K
FLC Capital Advisors 0.05% New 1,760 $211K
WestEnd Advisors, LLC 0.01% Add +7.7% 1,756 $210K
Carr Financial Group Corp 0.06% New 1,754 $210K
Hapanowicz & Associates Financial Services, Inc 0.11% New 1,749 $209K
Marks Group Wealth Management, Inc 0.02% New 1,748 $209K
Forvis Mazars Wealth Advisors, LLC 0.00% New 1,738 $208K
Marco Investment Management LLC 0.02% New 1,718 $206K
RTD Financial Advisors, Inc. 0.03% New 1,716 $205K
Schechter Investment Advisors, LLC 0.02% New 1,715 $205K
Ellevest, Inc. 0.01% New 1,699 $203K
Ascent Group, LLC 0.02% Reduce -8.9% 1,686 $202K
AF Advisors, Inc. 0.03% New 1,681 $201K
Connecticut Wealth Management, LLC 0.01% New 1,678 $201K
Guyasuta Investment Advisors Inc. 0.01% New 1,677 $201K
Harrell Investment Partners, LLC 0.06% New 1,674 $200K
Urban Financial Advisory Corp 0.11% Reduce -37.9% 1,607 $192K
BigSur Wealth Management LLC 0.05% No change 1,597 $191K
CENTRAL TRUST Co 0.00% Reduce -14.8% 1,525 $183K
Asset Dedication, LLC 0.01% No change 1,514 $181K
Tacita Capital Inc 0.12% Reduce -39.3% 1,508 $181K
Crewe Advisors LLC 0.02% No change 1,504 $180K
Carolinas Wealth Consulting LLC 0.03% Add +6.4% 1,476 $177K
River Street Advisors LLC 0.10% New 1,470 $176K
TruNorth Capital Management, LLC 0.05% No change 1,462 $175K
Fort Vancouver Investment Management, LLC 0.15% Reduce -0.1% 1,409 $169K
TD Capital Management LLC 0.02% Add +12.8% 1,397 $167K
Sanctuary Wealth Management, L.L.C. 0.12% No change 1,376 $165K
Signature Resources Capital Management, LLC 0.15% Reduce -0.1% 1,360 $163K
Elevate Wealth Advisory, Inc. 0.12% Add +23.0% 1,358 $163K
Smithfield Trust Co 0.01% Reduce -18.2% 1,281 $152K
Geneos Wealth Management Inc. 0.01% No change 1,227 $147K
Maryland Capital Advisors Inc. 0.07% Reduce -5.6% 1,226 $147K
Bogart Wealth, LLC 0.01% Add +11.0% 1,223 $146K
Belmont Capital, LLC 0.02% No change 1,205 $144K
Loomis Sayles & Co. L P 0.00% New 1,187 $142K
Perkins Coie Trust Co 0.03% No change 1,130 $135K
Ruedi Wealth Management, Inc. 0.05% Add +0.8% 1,104 $132K
Robinswood Financial LLC 0.05% Reduce -7.2% 1,070 $128K
Raffa Wealth Management, LLC 0.03% Add +0.4% 1,059 $127K
Christopher J. Hasenberg, Inc 0.05% No change 1,014 $121K
Bokf, NA 0.00% No change 1,000 $118K
Capital Investment Advisory Services, LLC 0.01% Add +14.3% 958 $115K
SouthState Bank Corp 0.01% No change 921 $110K
LFA - Lugano Financial Advisors SA 0.07% No change 900 $108K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +0.2% 888 $106K
Cherry Tree Wealth Management, LLC 0.02% Reduce -17.4% 818 $98K
Ameritas Investment Partners, Inc. 0.00% Add +8.1% 810 $97K
Ameliora Wealth Management Ltd. 0.04% No change 800 $96K
AlphaMark Advisors, LLC 0.03% Reduce -1.3% 790 $95K
Cornerstone Planning Group LLC 0.03% Add +0.1% 792 $94K
Howe & Rusling Inc. 0.01% Reduce -32.6% 728 $87K
Whittier Trust Co. of Nevada Inc. 0.00% Add +8.2% 715 $86K
Future Financial Wealth Managment LLC 0.06% New 700 $84K
Hobbs Group Advisors, LLC 0.03% Reduce -41.3% 698 $84K
Quent Capital, LLC 0.01% Add +0.1% 676 $81K
Phillips Financial Management, LLC 0.01% Reduce -17.0% 674 $81K
LRI Investments, LLC 0.01% New 642 $77K
Arax Advisory Partners 0.01% Reduce -1.1% 640 $77K
Uncommon Cents Investing LLC 0.02% New 631 $76K
Westside Investment Management, Inc. 0.02% No change 600 $72K
SJS Investment Consulting Inc. 0.01% No change 600 $72K
Princeton Global Asset Management LLC 0.01% Add +0.2% 561 $67K
TFC Financial Management, Inc. 0.01% Add +5.7% 554 $66K
Northwest Capital Management Inc 0.02% No change 547 $65K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.4% 543 $65K
Jaffetilchin Investment Partners, LLC 0.00% New 542 $65K
McIlrath & Eck, LLC 0.01% Add +33.3% 540 $65K
Fairman Group, LLC 0.06% Add +0.4% 537 $64K
Private Wealth Management Group, LLC 0.02% Add +2.1% 477 $57K
Stuart Chaussee & Associates, Inc. 0.01% No change 464 $56K
Avion Wealth 0.01% No change 460 $55K
Concourse Financial Group Securities, Inc. 0.00% Reduce -33.4% 443 $53K
Annapolis Financial Services, LLC 0.02% Add +20.5% 429 $51K
DiNuzzo Private Wealth, Inc. 0.01% New 425 $51K
Rakuten Securities, Inc. 0.02% Reduce -76.3% 424 $51K
Continuum Advisory, LLC 0.01% Add +0.3% 408 $49K
WASHINGTON TRUST Co 0.00% Reduce -46.8% 400 $48K
Ascentis Independent Advisors 0.01% New 386 $46K
Aptus Capital Advisors, LLC 0.00% Reduce -37.6% 384 $46K
JDM Financial Group LLC 0.02% No change 377 $45K
Duncker Streett & Co. Inc. 0.01% No change 375 $45K
Wolff Wiese Magana LLC 0.03% No change 370 $44K
Sandy Spring Bank 0.00% No change 370 $44K
HBC Financial Services, PLLC 0.03% No change 358 $42K
Painted Porch Advisors LLC 0.02% Reduce -67.7% 344 $41K
Biltmore Family Office, LLC 0.01% New 323 $39K
Russell Investments Group, Ltd. 0.00% No change 319 $38K
Glassman Wealth Services 0.01% No change 316 $38K
Bank of New Hampshire 0.01% No change 300 $36K
Rosenberg Matthew Hamilton 0.01% Add +102.8% 290 $35K
Qube Research & Technologies Ltd 0.00% Reduce -87.0% 289 $35K
Stephens Consulting, LLC 0.01% No change 285 $34K
Hazlett, Burt & Watson, Inc. 0.02% No change 284 $34K
North Star Investment Management Corp. 0.00% No change 281 $34K
Your Advocates Ltd., LLP 0.01% New 281 $34K
Bristlecone Advisors, LLC 0.00% New 252 $30K
Atlantic Private Wealth, LLC 0.02% Add +18.0% 1,191 $30K
West Paces Advisors Inc. 0.01% Reduce -37.5% 250 $30K
DHJJ Financial Advisors, Ltd. 0.01% No change 246 $29K
Sugarloaf Wealth Management, LLC 0.00% New 233 $28K
Lanark Financial, Inc. 0.00% Add +772.0% 218 $26K
Pacific Center for Financial Services 0.01% Add +0.5% 215 $26K
Webster Bank, N. A. 0.00% Reduce -69.8% 212 $25K
Tidemark, LLC 0.01% New 200 $24K
Trust Co. of Vermont 0.00% No change 200 $24K
Creative Capital Management Investments LLC 0.01% Add +0.6% 183 $22K
Compass Wealth Management LLC 0.01% No change 176 $21K
Archer Investment Corp 0.01% No change 175 $21K
First Financial Corp. 0.01% No change 170 $20K
First Pacific Financial 0.00% Add +5.0% 169 $20K
Park Place Capital Corp 0.01% No change 160 $19K
GPS Wealth Strategies Group, LLC 0.00% Add +25.6% 157 $19K
Salem Investment Counselors Inc. 0.00% No change 150 $18K
Cordgrass Capital Advisors, LLC 0.01% Add +9.6% 148 $18K
Castleview Partners, LLC 0.01% Reduce -50.0% 143 $17K
Gold Investment Management Ltd. 0.01% No change 137 $16K
Cornerstone National Bank & Trust Co 0.01% New 135 $16K
Winch Advisory Services, LLC 0.00% Add +0.8% 135 $16K
Assetmark, Inc. 0.00% Reduce -84.7% 132 $16K
Sound Income Strategies, LLC 0.00% Reduce -62.5% 128 $15K
Cassady Schiller Wealth Management, LLC 0.01% Reduce -32.3% 128 $15K
Fortis Group Advisors, LLC 0.00% No change 126 $15K
Coastline Trust Co 0.00% New 125 $15K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 124 $15K
Financial Freedom, LLC 0.01% Add +0.8% 118 $14K
Darwin Wealth Management, LLC 0.00% New 117 $14K
Bruce G. Allen Investments, LLC 0.01% No change 114 $14K
Whittier Trust Co. 0.00% No change 113 $14K
Glen Eagle Advisors, LLC 0.00% Reduce -0.9% 112 $13K
Global Financial Private Client, LLC 0.01% No change 111 $13K
Bellevue Asset Management, LLC 0.01% No change 110 $13K
Red Tortoise LLC 0.01% No change 110 $13K
Missouri Trust & Investment Co 0.00% No change 100 $12K
Cedar Wealth Management, LLC 0.00% No change 100 $12K
ORG Partners LLC 0.00% Add +1.0% 97 $12K
Wiser Advisor Group LLC 0.01% No change 81 $10K
CoreCap Advisors, LLC 0.00% New 77 $9K
Horizon Investments, LLC 0.00% Reduce -53.1% 76 $9K
Washington Trust Advisors, Inc. 0.00% No change 72 $9K
Aspire Private Capital, LLC 0.00% New 69 $8K
Bray Capital Advisors 0.00% No change 68 $8K
Friedenthal Financial 0.00% No change 66 $8K
Planned Solutions, Inc. 0.00% New 61 $7K
Center for Financial Planning, Inc. 0.00% No change 60 $7K
Gen-Wealth Partners Inc 0.00% Add +7.7% 56 $7K
Oarsman Capital, Inc. 0.00% New 54 $6K
Davis Capital Management 0.00% No change 47 $6K
Northwest Investment Counselors, LLC 0.00% New 46 $6K
Caldwell Trust Co 0.00% No change 44 $5K
RE Dickinson Investment Advisors, LLC 0.00% No change 40 $5K
Beaird Harris Wealth Management, LLC 0.00% Reduce -94.0% 39 $5K
Abound Wealth Management 0.00% Add +70.6% 29 $3K
4Thought Financial Group Inc. 0.00% Add +4.3% 24 $3K
WR Wealth Planners, LLC 0.00% No change 22 $3K
Front Row Advisors LLC 0.00% Reduce -66.7% 22 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $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
Earned Wealth Advisors, LLC 0.00% New 10 $1K
Hantz Financial Services, Inc. 0.00% No change 11 $1K
BOK Financial Private Wealth, Inc. 0.00% No change 8 $958
Nvwm, LLC 0.00% New 5 $619
Bell Investment Advisors, Inc 0.00% No change 4 $517
PayPay Securities Corp 0.03% Reduce -85.0% 3 $359
Albion Financial Group 0.00% No change 2 $243
New Millennium Group LLC 0.00% No change 2 $239
Vermillion & White Wealth Management Group, LLC 0.00% No change 1 $120
Main Street Group, LTD 0.00% No change 1 $120
Atwood & Palmer Inc. 0.00% No change 1 $116

"% 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.