Vanguard Tot World STK ETFVTETF
13F holders, Q4 2024 (December 31)1,016holders +83
66new positions
44sold out
5famous investors
$116.54avg. 13F price*
At the end of Q4 2024, 1,016 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 83 from Q3 2024. 66 opened new positions and 44 sold out. The largest holders were Texas Treasury Safekeeping Trust Co. ($1.5B), Cambridge Associates LLC /Ma/ ($541.4M) and Morgan Stanley ($524.9M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Tot World STK ETF
- CUSIP
- 922042742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $200.5M |
| Exits | 44 | $118.9M |
All 13F filers, Q3 2024 → Q4 2024: 14,112,013 shares bought and 4,580,006 shares sold, net +9,532,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,016 holders
| Texas Treasury Safekeeping Trust Co. | 51.60% | Add +11.7% | 13,180,177 | $1.5B |
| Cambridge Associates LLC /Ma/ | 17.33% | Add +10.2% | 4,608,531 | $541.4M |
| Morgan Stanley | 0.04% | Add +10.6% | 4,467,606 | $524.9M |
| Bank of America Corp. | 0.03% | Add +27.3% | 3,098,168 | $364.0M |
| Rockefeller Capital Management L.P. | 0.74% | Add +5.3% | 2,422,025 | $284.5M |
| US Bancorp \de | 0.37% | Add +62649.5% | 2,385,736 | $280.3M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +5.7% | 2,177,599 | $255.8M |
| Brandywine Trust Co. | 38.28% | Reduce -0.4% | 2,066,473 | $242.8M |
| Royal Bank of Canada | 0.05% | Add +2.4% | 2,021,352 | $237.5M |
| Nepc LLC | 6.20% | Reduce -3.1% | 1,967,195 | $231.1M |
| UBS Group AG | 0.05% | Add +1.0% | 1,927,008 | $226.4M |
| Alliancebernstein L.P. | 0.07% | Add +0.5% | 1,640,094 | $192.7M |
| Schroder Investment Management Group | 0.18% | Reduce -2.4% | 1,555,052 | $183.1M |
| Partners Capital Investment Group, LLP | 4.94% | Reduce -36.6% | 1,527,156 | $179.4M |
| Envestnet Portfolio Solutions, Inc. | 0.48% | Add +4114.2% | 1,244,199 | $146.2M |
| Angeles Wealth Management, LLC | 11.83% | Add +4.4% | 1,221,872 | $143.5M |
| Susquehanna International Group, LLP | 0.21% | Add +3134.9% | 1,215,217 | $142.8M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 1,132,521 | $133.0M |
| Raymond James Financial Inc. | 0.05% | — | 1,038,921 | $122.1M |
| Wells Fargo & Company | 0.03% | Add +3.2% | 978,946 | $115.0M |
| Prime Buchholz LLC | 37.33% | — | 973,809 | $114.4M |
| LPL Financial LLC | 0.05% | Add +6.4% | 973,154 | $114.3M |
| Mariner, LLC | 0.16% | Add +42.5% | 813,273 | $95.5M |
| Madrone Advisors, LLC | 17.77% | Reduce -18.4% | 793,774 | $93.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.0% | 779,096 | $91.5M |
| Cresset Asset Management, LLC | 0.43% | Add +61.9% | 752,160 | $88.4M |
| Wind River Trust Co | 34.24% | Reduce -0.7% | 741,137 | $87.1M |
| SBI Securities Co., Ltd. | 2.68% | — | 740,451 | $87.0M |
| Sageworth Trust Co | 4.33% | Add +1.8% | 595,791 | $70.0M |
| Ameriprise Financial Inc. | 0.02% | Add +5.8% | 595,163 | $69.8M |
| Zhang Financial LLC | 3.99% | Add +9.0% | 593,172 | $69.7M |
| Corient Private Wealth LP | 0.12% | Reduce -5.1% | 640,716 | $69.3M |
| Cerity Partners OCIO LLC | 4.59% | Add +3.0% | 588,669 | $69.2M |
| Agincourt Capital Management, LLC | 60.33% | Reduce -1.2% | 512,955 | $60.3M |
| Evoke Wealth, LLC | 1.64% | Add +6.3% | 501,441 | $58.9M |
| Allianz Asset Management GmbH | 0.09% | Add +15.4% | 498,050 | $58.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +42.0% | 492,734 | $57.9M |
| OneDigital Investment Advisors LLC | 0.67% | Add +0.7% | 491,458 | $57.7M |
| Cetera Investment Advisers | 0.12% | Add +7.1% | 482,728 | $56.7M |
| Fort Washington Investment Advisors Inc. | 0.33% | Reduce -2.3% | 474,635 | $55.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -5.7% | 471,973 | $55.4M |
| Threadgill Financial, LLC | 28.66% | Add +46.0% | 458,730 | $53.9M |
| Bleakley Financial Group, LLC | 1.62% | Reduce -4.3% | 457,879 | $53.8M |
| Lockheed Martin Investment Management Co. | 2.13% | New | 454,100 | $53.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.1% | 414,572 | $48.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +8.9% | 402,696 | $47.3M |
| Yarbrough Capital, LLC | 1.76% | No change | 390,377 | $45.9M |
| Vernal Point Advisors, LLC | 30.99% | Add +23.0% | 383,971 | $45.1M |
| SCS Capital Management LLC | 0.92% | Reduce -9.4% | 379,866 | $44.6M |
| Bank of Montreal | 0.02% | Add +346.6% | 372,422 | $43.8M |
| Van Eck Associates Corp. | 0.06% | New | 612,664 | $43.6M |
| Tiff Advisory Services, LLC | 14.19% | Reduce -16.1% | 370,516 | $43.5M |
| Simon Quick Advisors, LLC | 2.49% | Reduce -1.0% | 353,852 | $41.6M |
| WJ Interests, LLC | 18.28% | Add +9.3% | 322,579 | $37.9M |
| BIP Wealth, LLC | 2.46% | Add +3.4% | 313,132 | $36.8M |
| National Bank of Canada | 0.05% | Add +49.0% | 311,682 | $36.6M |
| Cerity Partners LLC | 0.08% | Reduce -16.9% | 307,105 | $36.1M |
| Citigroup Inc. | 0.03% | Add +528.4% | 292,232 | $34.3M |
| University of Chicago | 31.48% | Reduce -14.9% | 285,449 | $33.5M |
| Global Endowment Management, LP | 4.25% | Add +10.9% | 282,995 | $33.2M |
| Creative Planning | 0.03% | Add +106.7% | 275,150 | $32.3M |
| Laird Norton Wetherby Wealth Management, LLC | 1.49% | Reduce -2.5% | 264,439 | $31.1M |
| Prentice Wealth Management LLC | 8.91% | Add +1.8% | 262,167 | $30.8M |
| Jane Street Group, LLC | 0.05% | Reduce -74.3% | 260,970 | $30.7M |
| Brighton Jones LLC | 0.87% | Add +6.8% | 255,365 | $30.0M |
| Prudential PLC | 0.15% | Reduce -14.1% | 254,327 | $29.9M |
| Brown Advisory Inc. | 0.04% | Add +9.1% | 249,263 | $29.3M |
| BlackRock, Inc. | 0.00% | Add +188.4% | 228,266 | $26.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.1% | 224,217 | $26.3M |
| Strategic Blueprint, LLC | 1.56% | Add +5.2% | 223,596 | $26.3M |
| Accredited Investors Inc. | 1.52% | Add +5.5% | 220,544 | $25.9M |
| Evelyn Partners Asset Management Ltd | 6.93% | — | 219,269 | $25.8M |
| Mather Group, Llc. | 0.30% | Reduce -0.8% | 199,625 | $23.5M |
| Bessemer Group Inc. | 0.04% | Reduce -1.4% | 198,217 | $23.3M |
| GoalFusion Wealth Management, LLC | 12.67% | Add +3.3% | 197,871 | $23.2M |
| Clearstead Advisors, LLC | 0.35% | Add +11.3% | 197,222 | $23.2M |
| Wealthspire Advisors, LLC | 0.23% | Reduce -7.1% | 196,611 | $23.1M |
| Ethos Financial Group, LLC | 3.00% | Add +12.4% | 194,859 | $22.9M |
| Coldstream Capital Management Inc. | 0.45% | Add +1681.7% | 180,522 | $21.2M |
| Lido Advisors, LLC | 0.13% | Reduce -5.6% | 179,414 | $21.1M |
| Mesirow Financial Investment Management, Inc. | 0.42% | Add +1.2% | 178,806 | $21.0M |
| NewEdge Wealth, LLC | 0.36% | Add +14.1% | 178,465 | $21.0M |
| Focus Partners Wealth | 0.05% | Add +6.3% | 178,419 | $21.0M |
| Okabena Investment Services Inc. | 5.62% | Reduce -14.6% | 172,272 | $20.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +7.4% | 155,690 | $20.2M |
| Osaic Holdings, Inc. | 0.04% | Add +8.5% | 165,416 | $19.4M |
| Heritage Wealth Advisors | 0.96% | Reduce -12.8% | 164,182 | $19.3M |
| Parkwood LLC | 2.37% | No change | 164,137 | $19.3M |
| Wealth Architects, LLC | 2.13% | Add +0.9% | 160,527 | $18.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -8.4% | 159,204 | $18.7M |
| MML Investors Services, LLC | 0.06% | Add +46.5% | 158,056 | $18.6M |
| FSM Wealth Advisors, LLC | 4.53% | Add +5.7% | 156,281 | $18.5M |
| NorthCoast Asset Management LLC | 0.09% | Add +0.8% | 156,187 | $18.3M |
| Moneta Group Investment Advisors LLC | 0.26% | Add +2.1% | 155,057 | $18.2M |
| DHK Financial Advisors, Inc. | 10.08% | Reduce -3.6% | 141,364 | $16.6M |
| Stifel Financial Corp. | 0.02% | Add +15.7% | 140,298 | $16.5M |
| Almanack Investment Partners, LLC. | 2.46% | Add +81.6% | 135,877 | $16.0M |
| Evanson Asset Management, LLC | 1.09% | Add +0.5% | 135,381 | $15.9M |
| Waddell & Associates, LLC | 1.59% | Reduce -0.2% | 132,549 | $15.6M |
| Red Wave Investments LLC | 5.42% | Reduce -3.9% | 131,780 | $15.5M |
| Private Advisor Group, LLC | 0.09% | Add +11.2% | 131,658 | $15.5M |
| Bank of Nova Scotia | 0.03% | New | 130,200 | $15.3M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 125,816 | $14.8M |
| Stratos Wealth Advisors, LLC | 0.70% | Add +0.5% | 125,017 | $14.7M |
| Richard Bernstein Advisors LLC | 0.33% | Add +2479.6% | 124,387 | $14.6M |
| St. Louis Trust Co | 2.05% | Add +12.6% | 122,212 | $14.4M |
| Hoge Financial Services, LLC | 10.46% | Add +1.6% | 121,611 | $14.3M |
| DRW Securities, LLC | 0.96% | Add +65.9% | 121,515 | $14.3M |
| DORVAL Corp | 5.56% | Add +3.6% | 119,038 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.1% | 117,779 | $13.8M |
| M&T Bank Corp | 0.05% | Add +1.3% | 117,674 | $13.8M |
| Coyle Financial Counsel LLC | 4.34% | Add +15.7% | 116,818 | $13.7M |
| Natixis Advisors, LLC | 0.03% | Add +143.6% | 115,171 | $13.5M |
| Fisher Asset Management | 0.01% | Add +2.5% | 113,422 | $13.3M |
| DC Investments Management, LLC | 8.63% | New | 112,633 | $13.2M |
| Weil Company, Inc. | 4.57% | Add +856.7% | 112,519 | $13.2M |
| Jones Financial Companies LLLP | 0.01% | Add +25.4% | 109,476 | $12.9M |
| Mercer Global Advisors Inc. | 0.03% | Add +10.6% | 107,828 | $12.7M |
| Rathbones Group PLC | 0.06% | Reduce -0.7% | 107,707 | $12.7M |
| Pathstone Holdings, LLC | 0.06% | Add +67.9% | 106,139 | $12.5M |
| Fifth Third Bancorp | 0.04% | Reduce -1.9% | 105,204 | $12.4M |
| Three Bridge Wealth Advisors, LLC | 4.30% | Add +2.8% | 104,539 | $12.3M |
| Vontobel Holding Ltd. | 0.04% | New | 102,990 | $12.1M |
| Oxford Financial Group, LTD. LLC | 0.78% | Reduce -1.7% | 102,134 | $12.0M |
| Humankind Investments LLC | 3.00% | New | 101,000 | $11.9M |
| Comerica Bank | 0.05% | Reduce -9.1% | 100,537 | $11.8M |
| Aspen Grove Capital, LLC | 2.50% | Reduce -51.8% | 100,325 | $11.8M |
| Pictet North America Advisors SA | 1.11% | Reduce -5.7% | 99,648 | $11.7M |
| Allen Investment Management, LLC | 0.13% | Reduce -16.0% | 95,173 | $11.2M |
| Beaumont Financial Advisors, LLC | 0.83% | Reduce -34.0% | 94,074 | $11.1M |
| Windsor Advisory Group, LLC | 12.67% | Add +0.1% | 92,747 | $10.9M |
| NYL Investors LLC | 1.00% | Add +5.7% | 92,700 | $10.9M |
| Foster Group, Inc. | 0.41% | Add +1.7% | 92,098 | $10.8M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Reduce -1.9% | 90,329 | $10.6M |
| WMS Partners, LLC | 0.59% | Reduce -2.9% | 89,825 | $10.6M |
| Orcam Financial Group | 10.18% | Add +3.7% | 89,566 | $10.5M |
| Bridgewater Advisors Inc. | 1.09% | Reduce -3.5% | 89,798 | $10.5M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -3.0% | 88,613 | $10.4M |
| Manchester Capital Management LLC | 1.18% | Add +2.9% | 86,373 | $10.1M |
| Galilei Investment Office LLP | 5.09% | — | 86,788 | $10.1M |
| WBH Advisory Inc. | 0.92% | Add +6.7% | 84,714 | $10.0M |
| Lighthouse Investment Partners, LLC | 0.38% | Reduce -14.9% | 84,330 | $9.9M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -0.4% | 82,152 | $9.7M |
| Choate Investment Advisors | 0.23% | Add +5.4% | 80,656 | $9.5M |
| Frisch Financial Group, Inc. | 2.86% | Add +1.3% | 80,333 | $9.4M |
| Leavell Investment Management, Inc. | 0.45% | Add +0.4% | 78,350 | $9.2M |
| SteelPeak Wealth, LLC | 0.38% | Add +2857.5% | 78,226 | $9.2M |
| Choreo, LLC | 0.13% | Add +3.4% | 77,757 | $9.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -81.2% | 76,414 | $9.0M |
| Seldon Capital LP | 3.63% | No change | 75,547 | $8.9M |
| Sivia Capital Partners, LLC | 4.30% | Add +25.2% | 73,639 | $8.7M |
| Seven Post Investment Office LP | 3.21% | Add +0.2% | 71,272 | $8.4M |
| Laird Norton Wetherby Trust Company, LLC | 1.12% | Reduce -3.5% | 69,980 | $8.2M |
| FMR LLC | 0.00% | Add +5.7% | 69,900 | $8.2M |
| Smartleaf Asset Management LLC | 0.82% | Add +8.3% | 68,462 | $8.1M |
| Jennison Associates LLC | 0.00% | Add +1663.0% | 68,226 | $8.0M |
| Financial Symmetry Inc | 5.42% | Reduce -0.7% | 68,106 | $8.0M |
| GeoWealth Management, LLC | 0.26% | Add +0.7% | 67,970 | $8.0M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -2.2% | 66,845 | $7.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -18.1% | 63,801 | $7.7M |
| Marex Group Ltd | 0.13% | New | 64,941 | $7.6M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +6.2% | 62,356 | $7.3M |
| Investments & Financial Planning, LLC | 4.49% | Add +0.1% | 62,072 | $7.3M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.8% | 61,379 | $7.2M |
| Barry Investment Advisors, LLC | 2.26% | Reduce -0.8% | 59,880 | $7.0M |
| Compass Ion Advisors, LLC | 0.83% | Add +1.1% | 59,438 | $7.0M |
| SYM FINANCIAL Corp | 0.90% | Add +3.1% | 59,041 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +31.0% | 58,886 | $6.9M |
| Gotham Asset Management | 0.07% | Add +20.9% | 58,388 | $6.9M |
| Evelyn Partners Investment Management Services Ltd | 1.18% | — | 57,685 | $6.8M |
| Joel Isaacson & Co., LLC | 0.30% | Reduce -0.1% | 57,541 | $6.8M |
| Fiduciary Trust Co | 0.09% | No change | 57,448 | $6.7M |
| Security National Bank of So Dak | 3.68% | Reduce -19.3% | 56,080 | $6.6M |
| Walter & Keenan Wealth Management LLC /in/ | 1.97% | Reduce -18.6% | 55,402 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.4% | 55,230 | $6.5M |
| Atlas Capital Advisors Inc. | 0.82% | Reduce -15.5% | 55,032 | $6.5M |
| Myecfo, LLC | 3.47% | Reduce -0.1% | 54,763 | $6.4M |
| Disciplina Capital Management LLC | 1.08% | Add +158.8% | 54,445 | $6.4M |
| Glenmede Trust Co. NA | 0.03% | Add +84.8% | 53,613 | $6.3M |
| Belpointe Asset Management LLC | 0.38% | Reduce -0.3% | 53,262 | $6.3M |
| PDS Planning, Inc | 0.55% | Add +6.9% | 52,535 | $6.2M |
| Rwa Wealth Partners, LLC | 0.08% | Add +1.6% | 52,136 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +29.2% | 51,141 | $6.0M |
| Wealthfront Advisers LLC | 0.02% | Add +47.6% | 50,859 | $6.0M |
| Intergy Private Wealth, LLC | 2.22% | Add +0.9% | 50,676 | $6.0M |
| Waverly Advisors, LLC | 0.09% | Add +8.3% | 50,520 | $5.9M |
| Dorsey & Whitney Trust CO LLC | 0.33% | No change | 50,305 | $5.9M |
| Stephens Inc. | 0.08% | Add +12.5% | 50,096 | $5.9M |
| NWF Advisory Services Inc. | 0.86% | Reduce -1.3% | 49,859 | $5.9M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -1.3% | 49,283 | $5.8M |
| Secure Asset Management, LLC | 0.87% | Add +0.2% | 49,051 | $5.8M |
| Fifth Third Securities, Inc. | 0.47% | Reduce -10.1% | 47,110 | $5.5M |
| Breakwater Investment Management | 2.33% | Add +0.0% | 46,750 | $5.5M |
| Westmount Partners, LLC | 1.66% | Add +2.9% | 46,462 | $5.5M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -3.2% | 45,845 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -4.4% | 45,571 | $5.4M |
| Heritage Investment Group, Inc. | 0.99% | Add +8.1% | 44,926 | $5.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +6.3% | 44,481 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -16.7% | 42,665 | $5.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | No change | 44,069 | $5.2M |
| Crestwood Advisors Group, LLC | 0.10% | Reduce -5.3% | 43,945 | $5.2M |
| Studio Investment Management LLC | 1.10% | Reduce -0.3% | 43,938 | $5.2M |
| HT Partners LLC | 1.75% | Add +134.2% | 43,911 | $5.2M |
| McMill Wealth Management | 2.08% | — | 43,789 | $5.1M |
| Destiny Wealth Partners, LLC | 0.84% | Reduce -2.7% | 43,562 | $5.1M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -5.3% | 43,452 | $5.1M |
| Donor Advised Charitable Giving, Inc. | 0.12% | No change | 43,400 | $5.1M |
| Essential Planning, LLC. | 0.03% | New | 42,075 | $5.0M |
| Bluespring Wealth Management, LLC | 0.52% | Reduce -7.5% | 42,940 | $5.0M |
| Waldron Private Wealth LLC | 0.20% | Add +5.6% | 42,476 | $5.0M |
| Twin Focus Capital Partners, LLC | 0.74% | Add +6.8% | 42,381 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +0.3% | 41,987 | $4.9M |
| Lakewood Asset Management LLC | 3.40% | Add +4.5% | 41,964 | $4.9M |
| Valeo Financial Advisors, LLC | 0.14% | Add +10.4% | 41,481 | $4.9M |
| Bernzott Capital Advisors | 2.40% | Add +83.9% | 41,234 | $4.8M |
| Ancora Advisors LLC | 0.11% | Reduce -0.2% | 40,879 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +24.7% | 40,871 | $4.8M |
| Stokes Family Office, LLC | 0.51% | No change | 40,712 | $4.8M |
| Arbor Investment Advisors, LLC | 0.67% | Reduce -4.0% | 40,669 | $4.8M |
| Planning Directions Inc. | 2.77% | Add +6.0% | 40,623 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -1.2% | 40,246 | $4.7M |
| EPIQ Capital Group, LLC | 1.23% | Add +0.7% | 40,193 | $4.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -48.7% | 39,637 | $4.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.07% | Reduce -0.5% | 39,524 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +11.3% | 39,059 | $4.6M |
| NavPoint Financial, Inc. | 3.60% | Add +0.7% | 38,726 | $4.5M |
| MAI Capital Management | 0.03% | Add +0.2% | 38,499 | $4.5M |
| Banco Santander, S.A. | 0.05% | Reduce -55.5% | 38,395 | $4.5M |
| Brandes Investment Partners, LP | 0.05% | New | 38,144 | $4.5M |
| Howard Wealth Management, LLC | 2.41% | Reduce -2.0% | 37,960 | $4.5M |
| Newton One Investments LLC | 1.70% | Reduce -41.0% | 37,555 | $4.4M |
| Addison Capital Co | 1.73% | Add +3.5% | 36,954 | $4.3M |
| Northstar Group, Inc. | 0.75% | Add +0.1% | 36,827 | $4.3M |
| Baker Ellis Asset Management LLC | 0.64% | Reduce -0.3% | 36,809 | $4.3M |
| Diversified Trust Co. | 0.10% | Add +3.9% | 36,467 | $4.3M |
| Caprock Group, LLC | 0.13% | Add +42.6% | 35,069 | $4.1M |
| Apella Capital, LLC | 0.16% | Reduce -10.2% | 35,026 | $4.1M |
| Wetzel Investment Advisors, Inc. | 2.04% | Add +1.5% | 34,820 | $4.1M |
| Cibc World Market Inc. | 0.01% | Reduce -20.1% | 34,616 | $4.1M |
| Lindbrook Capital, LLC | 0.35% | Add +1.4% | 33,290 | $3.9M |
| Parallel Advisors, LLC | 0.09% | Reduce -1.7% | 32,925 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -1.9% | 32,752 | $3.8M |
| Manchester Financial Inc. | 0.83% | Reduce -2.4% | 32,461 | $3.8M |
| Greenline Partners, LLC | 0.53% | No change | 32,250 | $3.8M |
| Compass Advisory Group LLC | 1.34% | Add +30.3% | 31,879 | $3.7M |
| Wedmont Private Capital | 0.20% | Add +15.2% | 32,130 | $3.7M |
| Van Cleef Asset Management,Inc | 0.41% | No change | 31,471 | $3.7M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +33.8% | 31,401 | $3.7M |
| Austin Wealth Management, LLC | 0.76% | Reduce -5.4% | 30,611 | $3.7M |
| Cwm, LLC | 0.02% | Add +250.1% | 31,130 | $3.7M |
| Modera Wealth Management, LLC | 0.04% | Add +5.6% | 30,667 | $3.6M |
| ICONIQ Capital, LLC | 0.06% | Add +0.1% | 30,548 | $3.6M |
| Novak & Powell Financial Services, Inc. | 2.13% | Reduce -1.8% | 30,516 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +121.0% | 30,329 | $3.6M |
| Ridgewood Investments LLC | 1.71% | Reduce -3.3% | 30,134 | $3.5M |
| SilverOak Wealth Management LLC | 0.74% | Reduce -23.1% | 29,463 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.52% | Add +0.1% | 29,355 | $3.4M |
| Salomon & Ludwin, LLC | 0.36% | Reduce -3.0% | 29,299 | $3.4M |
| Hemington Wealth Management | 0.86% | Reduce -5.3% | 29,156 | $3.4M |
| Endowment Wealth Management, Inc. | 2.30% | Add +1.8% | 29,125 | $3.4M |
| Quantinno Capital Management LP | 0.03% | Reduce -7.4% | 28,894 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -2.5% | 28,502 | $3.3M |
| Benjamin Edwards Inc. | 0.05% | Add +147.8% | 28,415 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -5.5% | 28,223 | $3.3M |
| UMB Bank, n.a. | 0.05% | Add +18.7% | 27,929 | $3.3M |
| Sharkey, Howes & Javer | 0.46% | Reduce -3.3% | 27,915 | $3.3M |
| Ironwood Financial, llc | 0.69% | Add +11.2% | 27,886 | $3.3M |
| University of Texas/Texas Am Investment Management Co. | 0.39% | No change | 27,798 | $3.3M |
| Equity Investment Corp. | 0.08% | Add +74.3% | 27,705 | $3.3M |
| Columbus Macro, LLC | 0.45% | Add +11.6% | 27,396 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +8.2% | 27,346 | $3.2M |
| Allie Family Office LLC | 1.78% | Reduce -2.3% | 27,259 | $3.2M |
| Monterey Private Wealth, Inc. | 1.05% | Add +1.0% | 27,207 | $3.2M |
| Neumann Capital Management, LLC | 1.05% | Add +2.7% | 26,837 | $3.2M |
| Polen Capital Management LLC | 0.01% | Add +566.9% | 26,794 | $3.1M |
| Affiance Financial, LLC | 0.75% | Add +4.5% | 26,554 | $3.1M |
| Whipplewood Advisors, LLC | 1.76% | — | 26,358 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +9.6% | 26,257 | $3.1M |
| Boxwood Ventures, Inc. | 4.12% | No change | 26,192 | $3.1M |
| Symmetry Partners, LLC | 0.43% | New | 25,589 | $3.0M |
| Americana Partners, LLC | 0.12% | Reduce -2.3% | 25,383 | $3.0M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -13.9% | 25,136 | $3.0M |
| GC Wealth Management RIA, LLC | 0.52% | Add +0.0% | 25,069 | $2.9M |
| Signaturefd, LLC | 0.05% | Add +11.5% | 24,477 | $2.9M |
| Jasper Ridge Partners, L.P. | 0.09% | Reduce -58.9% | 24,375 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +100.1% | 24,287 | $2.9M |
| Coston, McIsaac & Partners | 0.85% | Reduce -0.8% | 24,283 | $2.9M |
| Tanager Wealth Management LLP | 0.37% | Add +6.8% | 24,218 | $2.8M |
| Barings LLC | 0.07% | Reduce -8.2% | 23,921 | $2.8M |
| Aspiring Ventures, LLC | 1.77% | — | 23,410 | $2.8M |
| Insigneo Advisory Services, LLC | 0.29% | No change | 23,710 | $2.8M |
| SVB Wealth LLC | 0.05% | New | 23,466 | $2.8M |
| Ritholtz Wealth Management | 0.08% | Add +5.9% | 23,272 | $2.7M |
| Royal Fund Management, LLC | 0.29% | Reduce -46.2% | 22,870 | $2.7M |
| Betterment LLC | 0.01% | Add +1.8% | 22,825 | $2.7M |
| Intelligent Financial Strategies | 1.48% | Add +56.6% | 22,804 | $2.7M |
| Citizens Financial Group Inc. | 0.05% | Add +5.2% | 22,660 | $2.7M |
| Spire Wealth Management | 0.08% | Add +0.5% | 22,459 | $2.6M |
| Seamount Financial Group Inc. | 1.81% | Reduce -4.7% | 22,340 | $2.6M |
| Bangor Savings Bank | 0.24% | No change | 21,500 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +1.3% | 21,100 | $2.5M |
| Adero Partners, LLC | 0.16% | Reduce -10.7% | 21,073 | $2.5M |
| Cura Wealth Advisors, LLC | 1.08% | — | 20,834 | $2.4M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +20.9% | 20,465 | $2.4M |
| Townsquare Capital LLC | 0.03% | Add +16.0% | 20,369 | $2.4M |
| Wealthstream Advisors, Inc. | 0.44% | Reduce -5.9% | 20,247 | $2.4M |
| West Family Investments, Inc. | 0.82% | Reduce -3.8% | 20,066 | $2.4M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -8.9% | 19,838 | $2.3M |
| VestGen Investment Management | 0.63% | No change | 19,746 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Add +20.2% | 19,417 | $2.3M |
| Proquility Private Wealth Partners, LLC | 0.72% | New | 19,073 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +73.8% | 18,798 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.2% | 18,545 | $2.2M |
| Planning Alternatives Ltd. | 0.33% | Reduce -31.9% | 18,320 | $2.2M |
| Capital International Investors | 0.00% | Add +212.6% | 18,205 | $2.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.60% | Add +9.9% | 18,219 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -3.7% | 18,183 | $2.1M |
| HRC Wealth Management, LLC | 1.25% | Add +4.4% | 17,892 | $2.1M |
| Balentine LLC | 0.08% | Add +0.7% | 17,746 | $2.1M |
| Daymark Wealth Partners, LLC | 0.09% | Add +0.0% | 17,693 | $2.1M |
| Princeton Global Asset Management LLC | 0.39% | Add +3050.3% | 17,673 | $2.1M |
| Efficient Advisors, LLC | 0.13% | Reduce -1.3% | 17,667 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +1.5% | 17,477 | $2.1M |
| SC&H Financial Advisors, Inc. | 0.42% | Add +4.6% | 17,357 | $2.0M |
| Ewa, LLC | 0.76% | Reduce -1.9% | 17,243 | $2.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.06% | New | 17,100 | $2.0M |
| Citadel Advisors | 0.00% | New | 17,083 | $2.0M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 17,000 | $2.0M |
| Thompson Investment Management, Inc. | 0.28% | New | 16,740 | $2.0M |
| W1M Asset Management Ltd | 0.17% | No change | 16,655 | $2.0M |
| CX Institutional | 0.08% | Reduce -1.8% | 16,653 | $2.0M |
| Astoria Strategic Wealth, Inc. | 0.58% | Add +3.2% | 16,626 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -0.8% | 16,575 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -12.4% | 16,504 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Add +23.5% | 16,317 | $1.9M |
| LBMC Investment Advisors, LLC | 0.15% | Reduce -0.1% | 16,168 | $1.9M |
| Blair William & Co. | 0.01% | Add +5.2% | 16,136 | $1.9M |
| Presilium Private Wealth, LLC | 0.43% | Reduce -1.4% | 16,079 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.0% | 15,914 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 15,786 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -2.7% | 15,775 | $1.9M |
| Cutler Investment Counsel LLC | 0.23% | Add +7.6% | 15,647 | $1.8M |
| Sowell Financial Services LLC | 0.10% | Add +9.5% | 15,580 | $1.8M |
| 180 Wealth Advisors, LLC | 0.29% | Reduce -0.4% | 15,551 | $1.8M |
| Bank Hapoalim BM | 0.31% | Reduce -37.1% | 15,526 | $1.8M |
| Lake Street Advisors Group, LLC | 0.08% | Add +0.9% | 15,420 | $1.8M |
| Debussy Capital Management LP | 0.28% | Add +0.4% | 14,916 | $1.8M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.1% | 15,075 | $1.8M |
| First Pacific Advisors, LP | 0.03% | Add +13.4% | 15,064 | $1.8M |
| Barclays PLC | 0.00% | Add +652.5% | 15,050 | $1.8M |
| Leo Wealth, LLC | 0.16% | Add +1.0% | 14,852 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.57% | Add +5.1% | 14,785 | $1.7M |
| Means Investment Co., Inc. | 0.18% | Reduce -2.0% | 14,713 | $1.7M |
| AllSquare Wealth Management LLC | 0.99% | Reduce -2.6% | 14,601 | $1.7M |
| Keybank National Association | 0.01% | New | 14,547 | $1.7M |
| Levin Capital Strategies, L.P. | 0.16% | No change | 14,345 | $1.7M |
| Davis Wealth Advisors, LLC | 1.85% | — | 14,319 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +1.0% | 14,293 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Add +60.3% | 14,282 | $1.7M |
| HTG Investment Advisors, Inc. | 0.77% | Reduce -2.1% | 14,266 | $1.7M |
| Fingerlakes Wealth Management, Inc. | 1.35% | Reduce -1.4% | 14,231 | $1.7M |
| Creekside Partners | 0.86% | Add +0.0% | 14,153 | $1.7M |
| Roundview Capital LLC | 0.12% | Reduce -0.8% | 14,066 | $1.7M |
| Breed's Hill Capital LLC | 0.86% | New | 13,970 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +314.5% | 13,930 | $1.6M |
| Total Wealth Planning, LLC | 0.25% | Reduce -7.2% | 13,857 | $1.6M |
| Wilson & Boucher Capital Management, LLC | 1.15% | Add +36.6% | 13,800 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +13.9% | 13,768 | $1.6M |
| Stonebridge Financial Group, LLC | 0.18% | — | 13,749 | $1.6M |
| Tidal Investments LLC | 0.01% | Reduce -56.2% | 13,676 | $1.6M |
| Verus Financial Partners, Inc. | 0.18% | Add +1.8% | 13,758 | $1.6M |
| LongView Wealth Management | 0.49% | Add +42.5% | 13,580 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +6.0% | 13,331 | $1.6M |
| BSW Wealth Partners | 0.23% | Reduce -1.5% | 13,320 | $1.6M |
| Long Island Wealth Management, Inc. | 0.97% | Add +9.0% | 13,258 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.4% | 13,155 | $1.5M |
| Fortis Capital Advisors, LLC | 0.52% | No change | 13,040 | $1.5M |
| AlTi Global, Inc. | 0.04% | Add +3.3% | 13,020 | $1.5M |
| Cornerstone Financial Group, LLC | 1.48% | — | 12,772 | $1.5M |
| Texas Yale Capital Corp. | 0.06% | Add +0.1% | 12,764 | $1.5M |
| Warren Street Wealth Advisors, LLC | 0.62% | Reduce -0.0% | 12,755 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.79% | Add +0.1% | 12,744 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +15.7% | 12,741 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -20.3% | 12,726 | $1.5M |
| Consilio Wealth Advisors, LLC | 0.59% | Add +7.8% | 12,331 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -0.3% | 12,090 | $1.4M |
| Cobblestone Capital Advisors LLC | 0.08% | Reduce -13.7% | 12,083 | $1.4M |
| Triangle Securities Wealth Management | 0.36% | Reduce -5.4% | 11,945 | $1.4M |
| Cary Street Partners Financial LLC | 0.05% | — | 11,875 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Add +3.0% | 11,737 | $1.4M |
| South Dakota Investment Council | 0.03% | No change | 11,700 | $1.4M |
| Investment Planning Advisors, Inc. | 0.60% | Add +18.9% | 11,660 | $1.4M |
| L.K. Benson & Company, P.C. | 0.96% | — | 11,564 | $1.4M |
| BluePointe Capital Management, LLC | 0.78% | Reduce -5.6% | 11,547 | $1.4M |
| Murphy & Mullick Capital Management Corp | 1.25% | — | 11,546 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | Add +0.1% | 11,432 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +246.8% | 11,151 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +4.7% | 11,145 | $1.3M |
| Arlington Trust Co LLC | 0.28% | Reduce -1.8% | 11,128 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -0.8% | 11,032 | $1.3M |
| Brand Asset Management Group, Inc. | 0.52% | Add +1.3% | 10,889 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.2% | 10,834 | $1.3M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -5.8% | 10,818 | $1.3M |
| New Capital Management LP | 0.37% | Add +2.0% | 10,765 | $1.3M |
| CGN Advisors LLC | 0.12% | Add +4.4% | 10,708 | $1.3M |
| Redmond Asset Management, LLC | 0.31% | Add +17.8% | 10,602 | $1.2M |
| Sage Investment Counsel LLC | 1.61% | — | 10,550 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.90% | Reduce -1.2% | 10,513 | $1.2M |
| Blue Edge Capital, LLC | 0.19% | Add +0.4% | 10,415 | $1.2M |
| Phillips Wealth Planners LLC | 1.21% | New | 10,438 | $1.2M |
| Chicago Partners Investment Group LLC | 0.04% | Add +4.6% | 10,253 | $1.2M |
| Kathleen S. Wright Associates Inc. | 0.50% | Reduce -10.9% | 10,249 | $1.2M |
| GenTrust, LLC | 0.05% | Add +0.0% | 10,249 | $1.2M |
| Cambridge Financial Group, LLC | 0.51% | Reduce -2.2% | 10,244 | $1.2M |
| Trellis Wealth Advisors LLC | 0.60% | Reduce -0.6% | 10,223 | $1.2M |
| TBH Global Asset Management, LLC | 0.28% | Reduce -2.8% | 10,209 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.21% | Reduce -3.3% | 10,197 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +0.6% | 10,184 | $1.2M |
| Towneley Capital Management, Inc / DE | 0.28% | Reduce -1.7% | 10,183 | $1.2M |
| Union Bancaire Privee, UBP SA | 0.02% | — | 10,131 | $1.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +2.6% | 10,126 | $1.2M |
| Hubbell Strickland Wealth Management, LLC | 0.56% | Add +0.5% | 10,098 | $1.2M |
| RBF Capital, LLC | 0.06% | No change | 10,000 | $1.2M |
| Compass Financial Group, INC | 0.22% | Add +0.3% | 9,952 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -59.0% | 9,937 | $1.2M |
| John W. Brooker & Co., CPAs | 0.50% | Add +0.1% | 9,912 | $1.2M |
| Abacus Planning Group, Inc. | 0.20% | Add +1.1% | 9,898 | $1.2M |
| FF Advisors,LLC | 0.80% | No change | 9,511 | $1.2M |
| Benchmark Wealth Management, LLC | 0.56% | Reduce -0.6% | 9,727 | $1.1M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 9,617 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +185.9% | 9,581 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.37% | Reduce -16.1% | 10,353 | $1.1M |
| CW Advisors, LLC | 0.02% | Add +3.6% | 9,520 | $1.1M |
| Asset Management Group, Inc. | 0.20% | Add +8.7% | 9,441 | $1.1M |
| GEN Financial Management, INC. | 0.72% | — | 9,419 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 9,371 | $1.1M |
| Principle Wealth Partners LLC | 0.08% | No change | 9,364 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +9.6% | 9,295 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +327.2% | 9,261 | $1.1M |
| Rockingstone Advisors LLC | 0.48% | Reduce -6.2% | 9,258 | $1.1M |
| NBT Bank, N.A. | 0.08% | New | 9,256 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +14.8% | 9,166 | $1.1M |
| Security National Bank of Sioux City Iowa | 0.76% | New | 9,221 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Reduce -5.9% | 9,145 | $1.1M |
| Logan Stone Capital, LLC | 0.36% | Add +16.4% | 9,036 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -49.4% | 9,035 | $1.1M |
| Family Manage LLC | 0.17% | No change | 9,006 | $1.1M |
| Johnson & White Wealth Management, LLC | 0.63% | New | 8,927 | $1.0M |
| Roehl & Yi Investment Advisors, LLC | 0.56% | — | 8,709 | $1.0M |
| Gray Wealth Management Inc. | 0.39% | Add +25.6% | 8,652 | $1.0M |
| Keel Point, LLC | 0.08% | Add +0.5% | 8,596 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +0.1% | 8,571 | $1.0M |
| Trevian Wealth Management LLC | 0.74% | Add +0.0% | 8,527 | $1.0M |
| Rothschild Investment LLC | 0.07% | Add +0.9% | 8,528 | $1.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Reduce -51.1% | 8,417 | $989K |
| Nikulski Financial, Inc. | 0.29% | Reduce -2.5% | 8,362 | $982K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.8% | 8,331 | $979K |
| Successful Portfolios LLC | 0.65% | Reduce -6.1% | 8,319 | $977K |
| New England Professional Planning Group Inc. | 0.48% | No change | 8,259 | $970K |
| Catalyst Financial Partners LLC | 0.18% | No change | 8,226 | $966K |
| Manuka Financial, LLC | 0.65% | — | 8,206 | $964K |
| Avior Wealth Management, LLC | 0.04% | Add +0.1% | 8,198 | $963K |
| Brightwater Advisory LLC | 0.75% | Reduce -2.5% | 8,137 | $956K |
| Unison Advisors LLC | 0.11% | Add +0.3% | 8,133 | $955K |
| Ackerman Capital Advisors, LLC | 0.25% | No change | 8,097 | $951K |
| Tudor Financial Inc. | 0.56% | No change | 8,090 | $950K |
| Windward Private Wealth Management Inc. | 0.37% | Reduce -9.0% | 8,086 | $950K |
| Archford Capital Strategies, LLC | 0.14% | Reduce -23.4% | 8,042 | $945K |
| Versant Capital Management, Inc | 0.20% | Reduce -7.2% | 8,036 | $944K |
| Pine Harbor Wealth Management, LLC | 0.38% | Add +18.1% | 7,950 | $934K |
| Kendall Capital Management | 0.27% | Add +2.8% | 7,924 | $931K |
| TD Asset Management Inc | 0.00% | No change | 7,915 | $930K |
| Argent Trust Co | 0.04% | No change | 7,909 | $929K |
| Schrum Private Wealth Management LLC | 0.79% | Reduce -20.6% | 7,902 | $928K |
| One Capital Management, LLC | 0.03% | Add +0.1% | 7,821 | $919K |
| Dodds Wealth, LLC | 0.30% | Add +0.2% | 7,571 | $918K |
| Harding Loevner LP | 0.01% | New | 7,709 | $906K |
| Essex Financial Services, Inc. | 0.06% | Add +2.8% | 7,676 | $902K |
| FC Advisory LLC | 0.30% | Add +6.7% | 7,630 | $896K |
| SWP Financial LLC | 0.54% | No change | 7,579 | $890K |
| Sonoma Private Wealth LLC | 1.43% | No change | 7,560 | $888K |
| Westbourne Investments, Inc. | 0.52% | — | 7,545 | $886K |
| JTC Employer Solutions Trustee Ltd | 0.06% | No change | 7,500 | $883K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -5.6% | 7,392 | $868K |
| Aristides Capital LLC | 0.27% | Add +12.2% | 7,371 | $866K |
| Blue Trust, Inc. | 0.01% | Add +60.9% | 7,323 | $860K |
| Sierra Capital LLC | 0.10% | Add +0.7% | 7,320 | $860K |
| Global Retirement Partners, LLC | 0.02% | Reduce -30.9% | 7,267 | $854K |
| First PREMIER Bank | 0.22% | Add +0.1% | 7,264 | $853K |
| Compton Wealth Advisory Group, LLC | 0.22% | Add +148.8% | 7,257 | $853K |
| IMA Advisory Services, Inc. | 0.10% | New | 7,642 | $852K |
| Financial Counselors Inc. | 0.01% | Add +43.3% | 7,243 | $851K |
| Fiera Capital Corp | 0.00% | New | 7,243 | $851K |
| Y.D. More Investments Ltd | 0.08% | No change | 7,085 | $848K |
| &partners | 0.01% | Add +72.6% | 7,021 | $843K |
| Brickley Wealth Management | 0.17% | Add +3.2% | 7,147 | $840K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 7,124 | $837K |
| Strategy Asset Managers LLC | 0.16% | Add +5.7% | 7,056 | $829K |
| Venture Visionary Partners LLC | 0.04% | Add +20.5% | 7,015 | $824K |
| Atria Investments, Inc | 0.01% | New | 6,971 | $819K |
| Dark Forest Capital Management LP | 0.12% | Reduce -10.3% | 6,897 | $810K |
| First Interstate Bank | 0.05% | No change | 6,850 | $805K |
| Ade, LLC | 0.49% | Reduce -2.8% | 6,838 | $803K |
| C M Bidwell & Associates Ltd. | 0.48% | Reduce -0.7% | 6,757 | $794K |
| Barlow Wealth Partners, LLC | 0.10% | No change | 6,525 | $772K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -10.8% | 6,488 | $762K |
| MIdWestOne Financial Group, Inc. | 0.11% | No change | 6,460 | $759K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.3% | 6,377 | $749K |
| Drystone LLC | 0.74% | — | 6,323 | $743K |
| Northwest Wealth Management, LLC | 0.16% | Reduce -20.6% | 6,315 | $742K |
| GWN Securities Inc. | 0.20% | — | 6,081 | $741K |
| Callan Capital, LLC | 0.05% | Add +0.1% | 6,307 | $741K |
| Lumbard & Kellner, LLC | 0.32% | Add +0.0% | 6,297 | $740K |
| Wakefield Asset Management LLLP | 0.25% | No change | 6,297 | $740K |
| Dakota Wealth Management | 0.02% | No change | 6,293 | $739K |
| Sage Mountain Advisors LLC | 0.05% | No change | 6,234 | $732K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +0.3% | 6,192 | $727K |
| Quadrant Capital Group LLC | 0.05% | No change | 6,188 | $727K |
| Moseley Investment Management Inc. | 0.28% | Add +5.6% | 6,177 | $726K |
| Five Pine Wealth Management | 0.61% | — | 6,136 | $721K |
| PFG Advisors | 0.04% | Add +1.1% | 6,133 | $721K |
| Vista Capital Partners, Inc. | 0.08% | Add +7.1% | 6,076 | $714K |
| HUB Investment Partners, LLC | 0.03% | Reduce -19.4% | 6,059 | $712K |
| AE Wealth Management LLC | 0.01% | Reduce -0.5% | 6,038 | $709K |
| Prudential Financial Inc. | 0.00% | Reduce -90.4% | 6,000 | $705K |
| Client 1ST Advisory Group, LLC | 0.27% | Reduce -3.4% | 5,998 | $705K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +66.0% | 5,980 | $703K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -0.9% | 5,900 | $693K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 5,852 | $688K |
| Fermata Advisors, LLC | 0.13% | Reduce -50.8% | 5,851 | $687K |
| Smith, Moore & Co. | 0.06% | Add +7.3% | 5,829 | $685K |
| Equitable Holdings, Inc. | 0.01% | Add +8.5% | 5,788 | $680K |
| AA Financial Advisors, LLC | 0.18% | New | 5,758 | $676K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -0.8% | 5,755 | $676K |
| Family Firm, Inc. | 0.15% | Reduce -3.1% | 5,734 | $674K |
| DB Fitzpatrick & Co, Inc | 0.62% | Add +61.8% | 5,716 | $672K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -6.3% | 5,701 | $670K |
| Mustard Seed Financial, LLC | 0.54% | Add +11.0% | 5,694 | $669K |
| Roble, Belko & Company, Inc | 0.11% | Reduce -0.0% | 5,658 | $665K |
| Magnolia Private Wealth, LLC | 0.59% | — | 501,358 | $660K |
| Boston Trust Walden Corp | 0.00% | No change | 5,601 | $658K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +0.0% | 5,591 | $657K |
| Blackston Financial Advisory Group, LLC | 0.32% | Reduce -23.9% | 5,486 | $644K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -6.9% | 5,477 | $644K |
| TD Private Client Wealth LLC | 0.02% | Reduce -6.8% | 5,459 | $641K |
| Divergent Planning, LLC | 0.22% | Add +2.1% | 5,496 | $638K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.3% | 5,427 | $638K |
| American Money Management, LLC | 0.12% | Reduce -3.9% | 5,422 | $637K |
| Cooper Financial Group | 0.08% | Reduce -5.8% | 5,411 | $636K |
| Renaissance Technologies | 0.00% | Reduce -57.5% | 5,400 | $634K |
| Principal Securities, Inc. | 0.01% | Reduce -6.0% | 5,384 | $633K |
| Tudor Investment Corporation | 0.01% | Add +178.8% | 5,309 | $624K |
| Integrity Financial Corp | 0.36% | Add +3.8% | 5,308 | $624K |
| Mgo One Seven LLC | 0.02% | Add +17.4% | 5,295 | $622K |
| Merit Financial Group, LLC | 0.01% | Add +42.3% | 5,274 | $620K |
| Attessa Capital LLC | 0.42% | — | 5,238 | $615K |
| Mayfair Advisory Group, LLC | 0.36% | Add +19.2% | 5,187 | $609K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Add +0.1% | 5,090 | $609K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -12.7% | 5,180 | $609K |
| Well Done, LLC | 0.11% | No change | 5,053 | $605K |
| Lantern Wealth Advisors, LLC | 0.39% | Add +0.8% | 5,130 | $603K |
| Herold Advisors, Inc. | 0.13% | Add +0.8% | 5,130 | $603K |
| Vista Investment Management | 0.23% | Reduce -2.0% | 5,107 | $600K |
| Agf Management Ltd. | 0.00% | Add +58.8% | 5,098 | $599K |
| Flywheel Private Wealth LLC | 0.55% | — | 5,068 | $595K |
| Algorithmic Investment Models, LLC | 0.46% | Reduce -6.5% | 5,067 | $595K |
| Fiduciary Financial Group, LLC | 0.13% | Add +1.9% | 5,106 | $593K |
| Garrison Point Advisors, LLC | 0.28% | Add +5.2% | 5,025 | $590K |
| Marcum Wealth, LLC | 0.05% | New | 5,014 | $589K |
| Columbia River Financial Group, LLC | 0.40% | — | 5,008 | $588K |
| Five Oceans Advisors | 0.27% | Add +1.3% | 4,988 | $586K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +24.4% | 4,914 | $577K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.2% | 4,875 | $573K |
| Collaborative Wealth Managment Inc. | 0.26% | Reduce -0.0% | 4,860 | $571K |
| Advisory Services Network, LLC | 0.01% | Add +57.5% | 4,857 | $571K |
| First Manhattan Co. Llc. | 0.00% | Reduce -13.3% | 4,843 | $569K |
| Aspiriant, LLC | 0.02% | No change | 4,830 | $567K |
| Titleist Asset Management, LLC | 0.06% | Add +157.4% | 4,765 | $560K |
| Entrewealth, LLC | 0.51% | — | 4,677 | $556K |
| Addis & Hill, Inc | 0.41% | Reduce -3.4% | 4,722 | $555K |
| Indiana Trust & Investment Management Co | 0.19% | No change | 4,721 | $555K |
| MPS Loria Financial Planners, LLC | 0.16% | Add +0.7% | 4,658 | $547K |
| Paragon Advisors, LLC | 0.19% | Reduce -3.0% | 4,654 | $547K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | New | 4,646 | $546K |
| Monument Capital Management | 0.15% | Reduce -0.6% | 4,613 | $542K |
| Gutierrez Wealth Advisory, LLC | 0.44% | — | 4,567 | $537K |
| Tillman Hartley LLC | 0.15% | Add +0.2% | 4,560 | $536K |
| TCTC Holdings, LLC | 0.02% | No change | 4,547 | $534K |
| Proffitt & Goodson Inc. | 0.09% | Add +2.1% | 4,538 | $533K |
| Capital Advisory Group Advisory Services, LLC | 0.19% | No change | 4,515 | $530K |
| Verum Partners LLC | 0.15% | Add +0.7% | 4,493 | $528K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.0% | 4,488 | $527K |
| TCV Trust & Wealth Management, Inc. | 0.05% | No change | 4,474 | $526K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 4,433 | $521K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +67.4% | 4,339 | $510K |
| Samalin Investment Counsel, LLC | 0.22% | Add +93.7% | 4,334 | $509K |
| Empire Life Investments Inc. | 0.03% | Add +99.2% | 4,316 | $507K |
| Port Capital LLC | 0.02% | No change | 4,316 | $507K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +0.6% | 4,300 | $505K |
| StoneX Group Inc. | 0.03% | Add +9.1% | 4,290 | $504K |
| Hudock, Inc. | 0.09% | Add +0.5% | 4,285 | $504K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 4,252 | $500K |
| Weaver Consulting Group | 0.15% | No change | 4,207 | $494K |
| Procyon Advisors, LLC | 0.03% | Add +15.0% | 4,198 | $493K |
| Curbstone Financial Management Corp | 0.10% | No change | 4,180 | $491K |
| AdvisorNet Financial, Inc | 0.04% | Add +3.4% | 4,175 | $490K |
| World Investment Advisors | 0.01% | Add +6.9% | 4,136 | $486K |
| Olistico Wealth, LLC | 0.28% | Add +0.0% | 4,132 | $485K |
| VSM Wealth Advisory, LLC | 0.17% | — | 4,100 | $482K |
| Lighthouse Financial LLC | 0.39% | — | 4,100 | $482K |
| Macroview Investment Management LLC | 0.49% | Add +0.7% | 4,086 | $480K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -2.7% | 4,083 | $480K |
| BFI Infinity Ltd. | 0.52% | — | 4,082 | $480K |
| LGL Partners, LLC | 0.07% | Add +0.7% | 4,079 | $479K |
| Berger Financial Group, Inc | 0.03% | Add +107.3% | 4,039 | $475K |
| Gateway Wealth Partners, LLC | 0.12% | Add +94.2% | 4,032 | $474K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.5% | 4,024 | $473K |
| MAS Advisors LLC | 0.79% | Reduce -65.8% | 4,019 | $472K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,996 | $469K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | No change | 3,995 | $469K |
| Sovran Advisors, LLC | 0.07% | — | 4,017 | $468K |
| Burkett Financial Services, LLC | 0.19% | Add +5.9% | 3,984 | $468K |
| Bailard, Inc. | 0.01% | No change | 3,927 | $461K |
| First National Corp. /Ma/ | 0.10% | No change | 3,923 | $461K |
| MorganRosel Wealth Management, LLC | 0.15% | Add +0.5% | 3,906 | $459K |
| Mayport, LLC | 0.14% | No change | 3,900 | $458K |
| Loomis Sayles & Co. L P | 0.00% | Add +227.0% | 3,882 | $456K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.0% | 3,869 | $454K |
| MBE Wealth Management, LLC | 0.26% | Add +1.0% | 3,866 | $454K |
| Mason & Associates, LLC | 0.13% | Add +1.0% | 3,835 | $451K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.1% | 3,834 | $450K |
| Hanson & Doremus Investment Management | 0.07% | Add +4.5% | 3,827 | $450K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -2.7% | 3,790 | $445K |
| University of Maryland Foundation, Inc. | 0.25% | No change | 3,786 | $445K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +0.1% | 3,764 | $442K |
| Magnolia Capital Advisors LLC | 0.11% | New | 3,745 | $440K |
| Cable Hill Partners, LLC | 0.04% | No change | 3,741 | $440K |
| Montag A & Associates Inc. | 0.02% | Reduce -62.2% | 3,740 | $439K |
| American Investment Services, Inc. | 0.08% | Add +2.3% | 3,738 | $439K |
| Allworth Financial LP | 0.00% | Add +63.9% | 3,612 | $438K |
| Private Trust Co. NA | 0.04% | Reduce -2.4% | 3,719 | $437K |
| Driehaus Capital Management LLC | 0.00% | New | 3,706 | $435K |
| Harbour Investment Management LLC | 0.19% | Reduce -5.0% | 3,702 | $435K |
| Optima Capital LLC | 0.30% | — | 3,688 | $433K |
| BOS Asset Management, LLC | 0.16% | Add +27.8% | 3,685 | $433K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +2.4% | 3,645 | $428K |
| Thomasville National Bank | 0.03% | No change | 3,640 | $428K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -1.2% | 3,639 | $428K |
| Flower City Capital | 0.26% | Add +3.5% | 3,577 | $420K |
| Cheviot Value Management, LLC | 0.08% | No change | 3,571 | $420K |
| Kanawha Capital Management LLC | 0.03% | Reduce -2.1% | 3,570 | $419K |
| First Foundation Advisors | 0.02% | No change | 3,551 | $417K |
| GTS Securities LLC | 0.02% | Reduce -15.7% | 3,549 | $417K |
| Cahill Financial Advisors Inc. | 0.06% | No change | 3,549 | $417K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +7.6% | 3,548 | $417K |
| Eight 31 Financial, LLC | 0.32% | Reduce -6.4% | 3,540 | $416K |
| Aerodigm Wealth, LLC | 0.25% | Reduce -0.6% | 3,534 | $415K |
| BCR Wealth Strategies, LLC | 0.19% | Add +60.0% | 3,535 | $415K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -0.9% | 3,400 | $415K |
| Robinson Capital Management, LLC | 0.17% | No change | 3,500 | $411K |
| Formidable Asset Management, LLC | 0.07% | Reduce -2.5% | 3,500 | $411K |
| Resolute Advisors LLC | 0.08% | Add +0.7% | 3,475 | $408K |
| Retirement Planning Group, LLC | 0.02% | No change | 3,460 | $406K |
| Lutz Financial Services LLC | 0.03% | Reduce -4.7% | 3,448 | $405K |
| FAS Wealth Partners, Inc. | 0.03% | Add +4.0% | 3,380 | $397K |
| Greenwich Wealth Management LLC | 0.03% | Add +14.3% | 3,350 | $394K |
| Aua Capital Management, LLC | 0.25% | No change | 3,343 | $393K |
| Synovus Financial Corp. | 0.01% | Reduce -47.3% | 3,337 | $393K |
| Etesian Wealth Advisors, Inc. | 0.17% | Reduce -25.2% | 3,321 | $390K |
| Geometric Wealth Advisors | 0.07% | No change | 3,306 | $388K |
| Pointe Capital Management LLC | 0.22% | Add +2.2% | 3,283 | $386K |
| Hohimer Wealth Management, LLC | 0.07% | No change | 3,265 | $384K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 3,255 | $382K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -0.3% | 3,201 | $379K |
| Trexquant Investment LP | 0.00% | New | 3,213 | $377K |
| Norris Perne & French LLP | 0.03% | No change | 3,195 | $375K |
| Sterling Investment Advisors, Ltd. | 0.09% | Add +1.0% | 3,184 | $374K |
| Vested Financial Planning, LLC | 0.35% | — | 3,184 | $374K |
| Tiaa Trust, National Association | 0.00% | Add +3.3% | 3,181 | $374K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +48.3% | 3,179 | $373K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.6% | 3,175 | $373K |
| M Wealth Management, LLC | 0.34% | — | 3,173 | $373K |
| Advance Capital Management, Inc. | 0.02% | Add +1.3% | 3,138 | $369K |
| Savvy Advisors, Inc. | 0.04% | Add +0.3% | 3,136 | $368K |
| WestEnd Advisors, LLC | 0.01% | Add +78.4% | 3,132 | $368K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.2% | 3,127 | $367K |
| Elite Financial, Inc. | 0.20% | — | 3,126 | $367K |
| Waypoint Wealth Partners Inc. | 0.10% | Reduce -0.4% | 3,113 | $366K |
| Encompass More Asset Management | 0.12% | Add +0.7% | 3,060 | $359K |
| Franklin Resources Inc. | 0.00% | No change | 3,027 | $356K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 3,000 | $352K |
| RAM Investment Partners, LLC | 0.09% | No change | 2,963 | $348K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -26.8% | 2,958 | $347K |
| PrairieView Partners, LLC | 0.04% | No change | 2,960 | $347K |
| Clark Asset Management, LLC | 0.06% | Add +16.8% | 2,953 | $347K |
| RS Crum Inc. | 0.09% | No change | 2,930 | $344K |
| Flagship Private Wealth, LLC | 0.16% | Add +0.7% | 2,906 | $341K |
| Main Management LLC | 0.03% | Reduce -0.8% | 2,901 | $341K |
| Nwam LLC | 0.02% | Reduce -30.7% | 2,902 | $341K |
| TrueWealth Financial Partners | 0.21% | Add +9.4% | 2,901 | $341K |
| LifeGuide Financial Advisors, LLC | 0.15% | Add +22.2% | 2,886 | $339K |
| Oak Family Advisors, LLC | 0.13% | Reduce -0.3% | 2,883 | $339K |
| Financial Perspectives, Inc | 0.11% | Add +3.1% | 2,878 | $338K |
| Objective Capital Management, LLC | 0.23% | No change | 2,871 | $337K |
| Elevation Wealth Partners, LLC | 0.14% | No change | 2,821 | $331K |
| Claret Asset Management Corp | 0.05% | No change | 2,815 | $331K |
| Charles Schwab Trust Co | 0.03% | New | 2,812 | $330K |
| Burton Enright Welch | 0.07% | Add +7.1% | 2,802 | $329K |
| Modus Advisors, LLC | 0.10% | Reduce -1.8% | 2,796 | $328K |
| MontVue Capital Management, Inc. | 0.25% | No change | 2,792 | $328K |
| Melfa Wealth Management, Inc. | 0.22% | Add +1.2% | 2,789 | $328K |
| Fiduciary Group, LLC | 0.03% | No change | 2,783 | $327K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,780 | $327K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.8% | 2,763 | $325K |
| Caitlin John, LLC | 0.22% | No change | 2,761 | $324K |
| Roger Wittlin Investment Advisory, LLC | 0.18% | Add +0.7% | 2,758 | $324K |
| BridgePort Financial Solutions, LLC | 0.15% | — | 2,708 | $324K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.3% | 2,732 | $321K |
| CFO4Life Group, LLC | 0.06% | Reduce -3.5% | 2,731 | $321K |
| IFP Advisors, Inc | 0.01% | Add +23.6% | 2,708 | $318K |
| Hall Laurie J Trustee | 0.10% | No change | 2,699 | $317K |
| Compound Planning, Inc. | 0.02% | Add +21.7% | 2,691 | $316K |
| Brookstone Capital Management | 0.00% | Reduce -5.3% | 2,684 | $315K |
| FFT Wealth Management LLC | 0.02% | Add +12.3% | 2,683 | $315K |
| Forum Financial Management, LP | 0.01% | Add +31.3% | 2,674 | $314K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -20.5% | 2,674 | $314K |
| Boston Standard Wealth Management, LLC | 0.06% | Reduce -2.4% | 2,667 | $313K |
| Kovack Advisors, Inc. | 0.03% | Reduce -64.7% | 2,660 | $313K |
| Arcadia Investment Advisors LLC | 0.17% | No change | 2,647 | $311K |
| Beacon Financial Advisory LLC | 0.10% | Add +0.2% | 2,645 | $311K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | Add +12.5% | 2,645 | $311K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +1.2% | 2,637 | $310K |
| Rebalance, LLC | 0.02% | Add +4.2% | 2,632 | $309K |
| Leith Wheeler Investment Counsel Ltd. | 0.02% | No change | 2,626 | $309K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.2% | 2,620 | $308K |
| Creekmur Asset Management LLC | 0.07% | No change | 2,621 | $308K |
| ETF Portfolio Partners, Inc. | 0.09% | Reduce -21.4% | 2,572 | $302K |
| Prosperity Planning, Inc. | 0.14% | Add +1.1% | 2,570 | $302K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,566 | $301K |
| Treynor Bancshares, Inc. | 0.32% | Reduce -50.5% | 2,562 | $301K |
| Waterloo Capital, L.P. | 0.03% | Add +15.6% | 2,556 | $300K |
| Alliance Wealth Management Group | 0.08% | No change | 2,545 | $299K |
| Towercrest Capital Management | 0.05% | No change | 2,545 | $299K |
| DecisionPoint Financial, LLC | 0.09% | Reduce -5.6% | 2,543 | $299K |
| Centurion Wealth Management LLC | 0.09% | No change | 2,540 | $298K |
| Smith Salley Wealth Management | 0.02% | No change | 2,537 | $298K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Reduce -0.2% | 2,531 | $297K |
| Genesis Wealth Advisors, LLC | 0.26% | — | 2,525 | $297K |
| Regions Financial Corp. | 0.00% | No change | 2,525 | $297K |
| Synergy Financial Group, LTD | 0.25% | Reduce -1.3% | 2,514 | $295K |
| IFG Advisory, LLC | 0.02% | New | 2,503 | $294K |
| Boston Financial Mangement LLC | 0.01% | Add +0.3% | 2,502 | $294K |
| Applied Capital LLC | 0.15% | Reduce -0.8% | 2,501 | $294K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 2,498 | $294K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +3.1% | 2,494 | $293K |
| Courier Capital LLC | 0.02% | New | 2,465 | $290K |
| N.E.W. Advisory Services LLC | 0.03% | Add +0.2% | 2,459 | $289K |
| United Wealth Management, LLC | 0.10% | — | 2,448 | $288K |
| Embree Financial Group | 0.05% | Add +0.7% | 2,444 | $287K |
| Values Added Financial LLC | 0.16% | Add +0.1% | 2,421 | $284K |
| First Community Trust NA | 0.20% | Reduce -24.6% | 2,415 | $284K |
| Wintrust Investments LLC | 0.25% | Reduce -36.9% | 2,403 | $282K |
| Moors & Cabot, Inc. | 0.01% | No change | 2,390 | $281K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -2.0% | 2,390 | $281K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.4% | 2,388 | $281K |
| WealthShield Partners, LLC | 0.04% | Reduce -20.9% | 2,384 | $280K |
| Next Capital Management LLC | 0.11% | No change | 2,363 | $278K |
| Red Door Wealth Management, LLC | 0.04% | Add +6.8% | 2,355 | $277K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +2.2% | 2,342 | $275K |
| Evolution Advisers, Inc. | 0.15% | Reduce -8.3% | 2,322 | $272K |
| RFG Advisory, LLC | 0.01% | Add +0.1% | 2,313 | $272K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 2,297 | $270K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | Add +0.0% | 2,274 | $267K |
| Empower Advisory Group, LLC | 0.00% | Add +23.7% | 2,263 | $266K |
| Verus Capital Partners, LLC | 0.03% | Add +1.9% | 2,262 | $266K |
| Rialto Wealth Management, LLC | 0.09% | — | 2,260 | $265K |
| Garde Capital, Inc. | 0.02% | Reduce -2.5% | 2,256 | $265K |
| Creative Financial Designs Inc. | 0.02% | Add +17.3% | 2,254 | $265K |
| Root Financial Partners, LLC | 0.03% | New | 2,246 | $264K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -2.4% | 2,140 | $261K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 2,198 | $258K |
| Oliver Luxxe Assets LLC | 0.05% | No change | 2,148 | $257K |
| Mindset Wealth Management, LLC | 0.09% | No change | 2,183 | $256K |
| Tandem Financial, LLC | 0.28% | — | 2,177 | $256K |
| Waller Financial Planning Group, Inc. | 0.06% | Add +0.2% | 2,174 | $255K |
| Signal Tree Financial Partners LLC | 0.30% | — | 2,172 | $255K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | Reduce -6.3% | 2,165 | $254K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,157 | $253K |
| TruNorth Capital Management, LLC | 0.07% | Add +46.6% | 2,143 | $252K |
| Phoenix Financial Ltd. | 0.00% | No change | 2,135 | $251K |
| Commerce Bank | 0.00% | Reduce -6.2% | 2,125 | $250K |
| Heritage Trust Co | 0.03% | — | 2,102 | $247K |
| Wealthedge Investment Advisors, LLC | 0.11% | — | 2,100 | $247K |
| Summit Financial, LLC | 0.01% | New | 2,093 | $246K |
| Headlands Technologies LLC | 0.02% | Reduce -65.5% | 2,078 | $244K |
| Register Financial Advisors LLC | 0.12% | Reduce -73.6% | 2,076 | $244K |
| Matisse Capital | 0.12% | No change | 2,073 | $244K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +0.2% | 2,070 | $243K |
| Petix & Botte Co | 0.06% | No change | 2,062 | $242K |
| Portside Wealth Group, LLC | 0.04% | Add +1.1% | 2,051 | $241K |
| Liberty Wealth Management LLC | 0.04% | Add +0.4% | 2,045 | $240K |
| JDH Wealth Management, LLC | 0.21% | — | 2,035 | $239K |
| DAVENPORT & Co LLC | 0.00% | Add +2.7% | 2,001 | $235K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 2,000 | $235K |
| Citizens & Northern Corp. | 0.06% | No change | 2,000 | $235K |
| Addison Advisors LLC | 0.07% | No change | 1,999 | $235K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -11.6% | 1,923 | $235K |
| Urban Financial Advisory Corp | 0.13% | Add +24.1% | 1,995 | $234K |
| TFB Advisors LLC | 0.07% | No change | 1,985 | $233K |
| Haverford Trust Co | 0.00% | No change | 1,970 | $231K |
| OneAscent Financial Services LLC | 0.02% | New | 1,937 | $228K |
| Vantage Point Financial LLC | 0.12% | — | 1,933 | $227K |
| Prospera Financial Services Inc | 0.01% | New | 1,919 | $226K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +4.4% | 1,908 | $224K |
| RHS Financial, LLC | 0.12% | New | 1,901 | $223K |
| Facet Wealth, Inc. | 0.01% | Reduce -2.7% | 1,825 | $221K |
| Sigma Planning Corp | 0.01% | Add +0.7% | 1,883 | $221K |
| Cabot-Wellington, LLC | 0.08% | No change | 1,859 | $218K |
| Columbia Asset Management | 0.04% | New | 1,855 | $218K |
| Compass Capital Corp. /Ma/ | 0.08% | — | 1,795 | $217K |
| Golden State Wealth Management, LLC | 0.03% | — | 1,833 | $215K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,822 | $214K |
| Cypress Capital, LLC | 0.06% | New | 1,810 | $213K |
| Conquis Financial LLC | 0.22% | — | 1,807 | $212K |
| Sage Capital Advisors,llc | 0.06% | Add +0.3% | 1,798 | $211K |
| Baldwin Wealth Partners LLC | 0.01% | New | 1,797 | $211K |
| Clifford Group, LLC | 0.16% | Add +0.1% | 1,794 | $211K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 1,770 | $208K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 1,764 | $207K |
| RTD Financial Advisors, Inc. | 0.03% | Add +2.7% | 1,763 | $207K |
| FLC Capital Advisors | 0.05% | No change | 1,760 | $207K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -42.8% | 1,752 | $206K |
| Hapanowicz & Associates Financial Services, Inc | 0.10% | No change | 1,749 | $205K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 1,748 | $205K |
| Carr Financial Group Corp | 0.06% | Reduce -1.0% | 1,736 | $204K |
| Disciplined Investors, L.L.C. | 0.20% | — | 1,745 | $203K |
| Marco Investment Management LLC | 0.02% | No change | 1,718 | $202K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 1,715 | $201K |
| Peninsula Wealth, LLC | 0.03% | New | 1,712 | $201K |
| Ellevest, Inc. | 0.01% | Add +0.8% | 1,712 | $201K |
| CENTRAL TRUST Co | 0.00% | Add +4.8% | 1,599 | $188K |
| BigSur Wealth Management LLC | 0.05% | No change | 1,597 | $188K |
| Prudent Man Investment Management, Inc. | 0.10% | — | 1,587 | $186K |
| Fort Vancouver Investment Management, LLC | 0.16% | Add +10.7% | 1,559 | $183K |
| Asset Dedication, LLC | 0.01% | No change | 1,514 | $178K |
| Tacita Capital Inc | 0.13% | No change | 1,508 | $177K |
| Copia Wealth Management | 0.16% | — | 1,441 | $169K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,705 | $167K |
| Carolinas Wealth Consulting LLC | 0.03% | Reduce -4.5% | 1,410 | $166K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 1,399 | $164K |
| Crewe Advisors LLC | 0.02% | Reduce -7.8% | 1,387 | $163K |
| Elevate Wealth Advisory, Inc. | 0.12% | Add +1.0% | 1,371 | $161K |
| Signature Resources Capital Management, LLC | 0.14% | No change | 1,360 | $160K |
| TD Capital Management LLC | 0.02% | Reduce -5.7% | 1,317 | $155K |
| Eagle Bay Advisors LLC | 0.10% | New | 1,291 | $152K |
| Tidemark, LLC | 0.06% | Add +537.5% | 1,275 | $150K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,227 | $144K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 1,226 | $144K |
| Smithfield Trust Co | 0.01% | Reduce -4.4% | 1,225 | $143K |
| Belmont Capital, LLC | 0.02% | No change | 1,205 | $142K |
| Center for Financial Planning, Inc. | 0.02% | Add +1808.3% | 1,145 | $135K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | Reduce -17.3% | 1,138 | $134K |
| Perkins Coie Trust Co | 0.03% | No change | 1,130 | $133K |
| Bogart Wealth, LLC | 0.01% | Reduce -9.2% | 1,110 | $130K |
| Robinswood Financial LLC | 0.05% | Add +1.4% | 1,085 | $127K |
| 2UniFi Bank | 0.08% | — | 1,084 | $127K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.8% | 1,067 | $125K |
| Realta Investment Advisors | 0.05% | New | 1,050 | $124K |
| MilWealth Group LLC | 0.03% | New | 1,052 | $124K |
| Ruedi Wealth Management, Inc. | 0.04% | Reduce -6.3% | 1,034 | $122K |
| Topsail Wealth Management, LLC | 0.03% | — | 1,029 | $121K |
| Christopher J. Hasenberg, Inc | 0.05% | No change | 1,014 | $119K |
| Bokf, NA | 0.00% | No change | 1,000 | $116K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.3% | 961 | $113K |
| Quest 10 Wealth Builders, Inc. | 0.11% | — | 961 | $113K |
| SouthState Bank Corp | 0.01% | No change | 921 | $108K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 900 | $106K |
| Truvestments Capital LLC | 0.03% | New | 873 | $103K |
| McIlrath & Eck, LLC | 0.01% | Add +61.3% | 871 | $102K |
| Coppell Advisory Solutions LLC | 0.01% | New | 864 | $102K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +5.6% | 855 | $100K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 818 | $96K |
| Fiduciary Advisors, Inc. | 0.10% | — | 818 | $96K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -0.1% | 791 | $95K |
| Ameliora Wealth Management Ltd. | 0.04% | No change | 800 | $94K |
| AlphaMark Advisors, LLC | 0.04% | No change | 790 | $93K |
| Trust Co. of Vermont | 0.00% | Add +257.5% | 715 | $84K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 715 | $84K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 700 | $82K |
| Arax Advisory Partners | 0.01% | Add +7.0% | 685 | $80K |
| Quent Capital, LLC | 0.01% | Add +1.3% | 685 | $80K |
| Phillips Financial Management, LLC | 0.01% | No change | 674 | $79K |
| LRI Investments, LLC | 0.01% | Add +0.6% | 646 | $76K |
| SJS Investment Consulting Inc. | 0.01% | Add +5.3% | 632 | $74K |
| Hager Investment Management Services, LLC | 0.05% | — | 630 | $74K |
| Westside Investment Management, Inc. | 0.02% | Add +2.8% | 617 | $73K |
| TFC Financial Management, Inc. | 0.01% | Add +6.0% | 587 | $69K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.7% | 547 | $64K |
| Fairman Group, LLC | 0.05% | Add +0.7% | 541 | $64K |
| Decker Retirement Planning Inc. | 0.04% | — | 519 | $61K |
| Parkside Financial Bank & Trust | 0.01% | New | 510 | $60K |
| Private Wealth Management Group, LLC | 0.02% | Add +2.1% | 487 | $57K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.8% | 464 | $55K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 464 | $54K |
| Avion Wealth | 0.01% | No change | 460 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 443 | $54K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 424 | $50K |
| Capital A Wealth Management, LLC | 0.08% | — | 417 | $49K |
| Howe & Rusling Inc. | 0.00% | Reduce -43.4% | 412 | $48K |
| Continuum Advisory, LLC | 0.01% | Add +0.7% | 411 | $48K |
| McClarren Financial Advisors, Inc. | 0.13% | New | 414 | $48K |
| WASHINGTON TRUST Co | 0.00% | No change | 400 | $47K |
| Painted Porch Advisors LLC | 0.02% | Add +15.4% | 397 | $47K |
| JDM Financial Group LLC | 0.02% | No change | 377 | $44K |
| Wolff Wiese Magana LLC | 0.03% | No change | 370 | $43K |
| Sandy Spring Bank | 0.00% | No change | 370 | $43K |
| Country Trust Bank | 0.00% | New | 359 | $42K |
| HBC Financial Services, PLLC | 0.03% | No change | 358 | $42K |
| CoreCap Advisors, LLC | 0.00% | Add +359.7% | 354 | $42K |
| Compass Financial Services Inc | 0.02% | — | 352 | $41K |
| Washington Trust Advisors, Inc. | 0.00% | Add +379.2% | 345 | $41K |
| Your Advocates Ltd., LLP | 0.02% | Add +16.4% | 327 | $38K |
| Parkworth Wealth Management, Inc. | 0.03% | — | 322 | $38K |
| Biltmore Family Office, LLC | 0.01% | No change | 323 | $38K |
| Russell Investments Group, Ltd. | 0.00% | No change | 319 | $37K |
| Glassman Wealth Services | 0.01% | No change | 316 | $37K |
| Rakuten Securities, Inc. | 0.01% | Reduce -27.1% | 309 | $36K |
| Bank of New Hampshire | 0.01% | No change | 300 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -2.1% | 284 | $33K |
| North Star Investment Management Corp. | 0.00% | No change | 281 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 284 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.5% | 273 | $32K |
| Accredited Wealth Management, LLC | 0.03% | — | 266 | $31K |
| Atlantic Private Wealth, LLC | 0.02% | Add +4.2% | 1,241 | $31K |
| Bristlecone Advisors, LLC | 0.00% | No change | 252 | $30K |
| West Paces Advisors Inc. | 0.01% | No change | 250 | $29K |
| Eastern Bank | 0.00% | New | 250 | $29K |
| North Ridge Wealth Advisors, Inc. | 0.02% | New | 248 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 246 | $29K |
| Private Capital Management LLC | 0.01% | Reduce -95.5% | 243 | $29K |
| Keystone Financial Group, Inc. | 0.02% | — | 228 | $27K |
| Angeles Investment Advisors, LLC | 0.00% | New | 225 | $26K |
| Pacific Center for Financial Services | 0.01% | Add +0.5% | 216 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 212 | $25K |
| Assetmark, Inc. | 0.00% | Add +41.7% | 187 | $22K |
| Centricity Wealth Management, LLC | 0.02% | — | 180 | $21K |
| Compass Wealth Management LLC | 0.01% | No change | 176 | $21K |
| Archer Investment Corp | 0.01% | Add +0.6% | 176 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 172 | $20K |
| First Pacific Financial | 0.00% | Add +0.6% | 170 | $20K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +8.8% | 161 | $19K |
| Park Place Capital Corp | 0.01% | No change | 160 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 157 | $18K |
| 10Elms LLP | 0.02% | — | 151 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +0.7% | 136 | $16K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 135 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 129 | $15K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 128 | $15K |
| Gold Investment Management Ltd. | 0.01% | Reduce -8.0% | 126 | $15K |
| Fortis Group Advisors, LLC | 0.00% | No change | 126 | $15K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -2.4% | 121 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 119 | $14K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 119 | $14K |
| Castleview Partners, LLC | 0.01% | Reduce -17.5% | 118 | $14K |
| Darwin Wealth Management, LLC | 0.00% | No change | 117 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +0.9% | 115 | $14K |
| Whittier Trust Co. | 0.00% | No change | 113 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.9% | 113 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $13K |
| Curio Wealth, LLC | 0.01% | — | 110 | $13K |
| Red Tortoise LLC | 0.01% | No change | 110 | $13K |
| Bellevue Asset Management, LLC | 0.01% | No change | 110 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $12K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 92 | $11K |
| PayPay Securities Corp | 0.44% | Add +2766.7% | 86 | $10K |
| Wiser Advisor Group LLC | 0.01% | No change | 81 | $10K |
| First Financial Corp. | 0.00% | Reduce -53.5% | 79 | $9K |
| Horizon Investments, LLC | 0.00% | No change | 76 | $9K |
| Denver PWM, LLC | 0.00% | New | 70 | $8K |
| Bray Capital Advisors | 0.00% | No change | 68 | $8K |
| Friedenthal Financial | 0.00% | No change | 66 | $8K |
| Transce3nd, LLC | 0.00% | — | 66 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Add +7.1% | 60 | $7K |
| Oarsman Capital, Inc. | 0.00% | No change | 54 | $6K |
| Northwest Capital Management Inc | 0.00% | Reduce -90.1% | 54 | $6K |
| Davis Capital Management | 0.00% | Add +2.1% | 48 | $6K |
| Luminist Capital LLC | 0.01% | — | 44 | $5K |
| Caldwell Trust Co | 0.00% | No change | 44 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +10.3% | 43 | $5K |
| Pillar Financial Advisors, LLC | 0.00% | — | 40 | $5K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 40 | $5K |
| Morling Financial Advisors, LLC | 0.00% | New | 40 | $5K |
| Coastline Trust Co | 0.00% | Reduce -76.0% | 30 | $4K |
| Bfsg, LLC | 0.00% | New | 28 | $3K |
| Abound Wealth Management | 0.00% | Reduce -6.9% | 27 | $3K |
| 4Thought Financial Group Inc. | 0.00% | Reduce -4.2% | 23 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 22 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 22 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 16 | $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 |
| Ameriflex Group, Inc. | 0.00% | — | 15 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $2K |
| Millstone Evans Group, LLC | 0.00% | — | 14 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 11 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 8 | $940 |
| Nvwm, LLC | 0.00% | No change | 5 | $612 |
| Albion Financial Group | 0.00% | No change | 2 | $240 |
| New Millennium Group LLC | 0.00% | No change | 2 | $235 |
| Main Street Group, LTD | 0.00% | No change | 1 | $118 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 1 | $117 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $114 |
"% 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.