Vanguard Tot World STK ETFVTETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,019 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 3 from Q4 2024. 79 opened new positions and 69 sold out. The largest holders were Rakuten Investment Management, Inc. ($1.8B), Cambridge Associates LLC /Ma/ ($555.4M) and Morgan Stanley ($541.4M). 5 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $96.8M |
| Exits | 69 | $89.9M |
All 13F filers, Q4 2024 → Q1 2025: 15,162,275 shares bought and 20,771,790 shares sold, net −5,609,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,019 holders
| Rakuten Investment Management, Inc. | 8.30% | — | 15,663,797 | $1.8B |
| Cambridge Associates LLC /Ma/ | 15.94% | Add +3.9% | 4,789,871 | $555.4M |
| Morgan Stanley | 0.04% | Add +4.5% | 4,669,264 | $541.4M |
| US Bancorp \de | 0.41% | Add +11.2% | 2,653,827 | $307.7M |
| Northern Trust Corp. | 0.04% | Add +126.9% | 2,569,397 | $297.9M |
| Bank of America Corp. | 0.03% | Reduce -18.3% | 2,530,146 | $293.4M |
| Partners Capital Investment Group, LLP | 4.74% | Add +58.5% | 2,420,527 | $280.7M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +4.2% | 2,268,334 | $263.0M |
| Jane Street Group, LLC | 0.47% | Add +764.0% | 2,254,688 | $261.4M |
| Schroder Investment Management Group | 0.26% | Add +42.0% | 2,208,581 | $255.8M |
| Bank of Nova Scotia | 0.58% | Add +1584.7% | 2,193,458 | $254.3M |
| Rockefeller Capital Management L.P. | 0.62% | Reduce -11.0% | 2,155,575 | $249.9M |
| Brandywine Trust Co. | 38.55% | Add +3.8% | 2,144,130 | $248.6M |
| Royal Bank of Canada | 0.05% | Add +1.4% | 2,049,871 | $237.7M |
| UBS Group AG | 0.04% | Reduce -15.9% | 1,620,397 | $187.9M |
| Van Eck Associates Corp. | 0.21% | Add +128.6% | 1,400,550 | $162.4M |
| Nepc LLC | 4.26% | Reduce -32.6% | 1,326,000 | $153.7M |
| Envestnet Portfolio Solutions, Inc. | 0.57% | Add +3.7% | 1,290,665 | $149.7M |
| Angeles Wealth Management, LLC | 12.39% | Add +5.3% | 1,286,338 | $149.2M |
| Madrone Advisors, LLC | 24.52% | Add +59.0% | 1,262,533 | $146.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -23.4% | 1,256,918 | $145.7M |
| Cerity Partners OCIO LLC | 8.20% | Add +112.2% | 1,249,347 | $144.9M |
| Tiff Advisory Services, LLC | 33.75% | Add +230.0% | 1,222,690 | $141.8M |
| Wells Fargo & Company | 0.03% | Add +0.1% | 979,658 | $113.6M |
| Prime Buchholz LLC | 39.45% | No change | 973,809 | $112.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +23.1% | 959,449 | $111.2M |
| LPL Financial LLC | 0.04% | Reduce -2.7% | 947,189 | $109.8M |
| Mariner, LLC | 0.15% | Reduce -6.3% | 762,265 | $88.4M |
| SBI Securities Co., Ltd. | 2.93% | Add +2.2% | 756,797 | $87.8M |
| Cresset Asset Management, LLC | 0.42% | Reduce -3.7% | 724,185 | $84.0M |
| Wind River Trust Co | 34.16% | Reduce -7.3% | 686,735 | $79.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -36.4% | 660,519 | $76.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 621,177 | $72.0M |
| Zhang Financial LLC | 3.79% | Add +4.2% | 617,939 | $71.7M |
| Sageworth Trust Co | 4.27% | Reduce -0.5% | 592,878 | $68.7M |
| Corient Private Wealth LP | 0.11% | Reduce -12.1% | 563,266 | $65.3M |
| Cetera Investment Advisers | 0.12% | Add +10.9% | 535,159 | $62.1M |
| Lockheed Martin Investment Management Co. | 2.41% | Add +12.6% | 511,300 | $59.3M |
| Inscription Capital, LLC | 9.71% | — | 532,361 | $58.8M |
| OneDigital Investment Advisors LLC | 0.69% | Add +1.8% | 500,516 | $58.0M |
| Allianz Asset Management GmbH | 0.09% | Reduce -0.1% | 497,650 | $57.7M |
| Evoke Wealth, LLC | 1.48% | Reduce -2.6% | 488,130 | $56.6M |
| HighTower Advisors, LLC | 0.08% | Add +1.2% | 477,762 | $55.4M |
| Fort Washington Investment Advisors Inc. | 0.34% | Reduce 0.0% | 474,625 | $55.0M |
| Vernal Point Advisors, LLC | 36.15% | Add +22.6% | 470,604 | $54.6M |
| Bleakley Financial Group, LLC | 1.73% | Add +1.4% | 464,134 | $53.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.5% | 428,918 | $49.7M |
| Wealthspire Advisors, LLC | 0.29% | Add +111.8% | 416,510 | $48.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 416,162 | $48.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.8% | 405,129 | $47.0M |
| SCS Capital Management LLC | 0.59% | Add +5.2% | 399,513 | $46.3M |
| Yarbrough Capital, LLC | 1.94% | No change | 390,377 | $45.3M |
| DC Investments Management, LLC | 21.57% | Add +221.3% | 361,904 | $42.0M |
| Simon Quick Advisors, LLC | 2.35% | Add +0.7% | 356,305 | $41.3M |
| WJ Interests, LLC | 19.19% | Add +10.3% | 355,818 | $41.3M |
| Cerity Partners LLC | 0.08% | Add +13.0% | 346,949 | $40.2M |
| BIP Wealth, LLC | 2.51% | Add +5.9% | 331,746 | $38.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Add +107.2% | 322,643 | $37.4M |
| Threadgill Financial, LLC | 19.50% | Reduce -31.6% | 313,712 | $36.4M |
| Creative Planning | 0.03% | Add +10.5% | 304,121 | $35.3M |
| Global Endowment Management, LP | 4.51% | Add +5.7% | 299,101 | $34.7M |
| McKinley Carter Wealth Services, Inc. | 2.04% | Add +1652.8% | 286,010 | $33.2M |
| National Bank of Canada | 0.04% | Reduce -10.0% | 280,561 | $32.5M |
| University of Chicago | 49.05% | Reduce -2.1% | 279,374 | $32.4M |
| Brighton Jones LLC | 1.03% | Add +7.9% | 275,487 | $31.9M |
| Prentice Wealth Management LLC | 8.87% | Add +1.1% | 265,011 | $30.7M |
| Strategic Blueprint, LLC | 1.68% | Add +18.4% | 264,815 | $30.7M |
| Evelyn Partners Asset Management Ltd | 7.55% | Add +6.5% | 233,631 | $27.1M |
| Brown Advisory Inc. | 0.04% | Reduce -11.0% | 221,896 | $25.7M |
| Osaic Holdings, Inc. | 0.06% | Add +33.9% | 221,467 | $25.7M |
| Mather Group, Llc. | 0.29% | Add +8.0% | 215,556 | $25.0M |
| Accredited Investors Inc. | 1.55% | Reduce -2.4% | 215,258 | $25.0M |
| Barings LLC | 0.60% | Add +756.8% | 204,961 | $23.8M |
| GoalFusion Wealth Management, LLC | 12.68% | Add +1.0% | 199,806 | $23.2M |
| Ethos Financial Group, LLC | 2.21% | Add +0.5% | 195,750 | $23.0M |
| Bessemer Group Inc. | 0.04% | Reduce -0.0% | 198,175 | $23.0M |
| Focus Partners Wealth | 0.05% | Add +5.4% | 188,076 | $21.8M |
| MML Investors Services, LLC | 0.07% | Add +17.7% | 185,973 | $21.6M |
| Clearstead Advisors, LLC | 0.33% | Reduce -7.5% | 182,503 | $21.2M |
| Coldstream Capital Management Inc. | 0.45% | Add +0.2% | 180,850 | $21.0M |
| Mesirow Financial Investment Management, Inc. | 0.41% | Add +1.1% | 180,695 | $21.0M |
| BNP Paribas Financial Markets | 0.02% | Add +131.0% | 176,501 | $20.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.2% | 174,347 | $20.2M |
| Heritage Wealth Advisors | 0.96% | Reduce -0.0% | 164,162 | $19.0M |
| Parkwood LLC | 1.86% | No change | 164,137 | $19.0M |
| Wealth Architects, LLC | 2.06% | Add +0.4% | 161,196 | $18.7M |
| FSM Wealth Advisors, LLC | 4.14% | Add +1.6% | 158,780 | $18.4M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +1.8% | 157,860 | $18.3M |
| AA Financial Advisors, LLC | 4.43% | Add +2619.4% | 156,583 | $18.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -3.8% | 153,125 | $17.7M |
| Consilio Wealth Advisors, LLC | 7.40% | Add +1139.0% | 152,783 | $17.7M |
| Lido Advisors, LLC | 0.11% | Reduce -14.9% | 152,745 | $17.7M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -7.1% | 145,101 | $16.8M |
| Jones Financial Companies LLLP | 0.02% | Add +32.5% | 145,098 | $16.8M |
| St. Louis Trust Co | 2.29% | Add +11.7% | 136,524 | $15.8M |
| Evanson Asset Management, LLC | 1.12% | Add +0.2% | 135,693 | $15.7M |
| Wealth Management Nebraska | 2.39% | New | 135,663 | $15.7M |
| Private Advisor Group, LLC | 0.09% | Add +2.5% | 134,974 | $15.7M |
| Verum Partners LLC | 4.08% | Add +2804.3% | 130,491 | $15.1M |
| Fisher Asset Management | 0.01% | Add +13.0% | 128,194 | $14.9M |
| Stifel Financial Corp. | 0.02% | Reduce -9.1% | 127,535 | $14.8M |
| Hoge Financial Services, LLC | 10.30% | Add +4.4% | 127,015 | $14.7M |
| Banco Santander, S.A. | 0.16% | Add +227.3% | 125,682 | $14.6M |
| DORVAL Corp | 5.85% | Add +1.2% | 120,518 | $14.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 125,043 | $14.5M |
| Coyle Financial Counsel LLC | 4.40% | Add +6.3% | 124,169 | $14.4M |
| DHK Financial Advisors, Inc. | 7.76% | Reduce -13.7% | 121,964 | $14.1M |
| Stratos Wealth Advisors, LLC | 0.77% | Reduce -2.9% | 121,392 | $14.1M |
| Red Wave Investments LLC | 5.04% | Reduce -8.0% | 121,268 | $14.1M |
| M&T Bank Corp | 0.05% | Reduce -0.2% | 117,484 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -1.6% | 115,914 | $13.4M |
| Rathbones Group PLC | 0.06% | Add +0.9% | 108,693 | $12.6M |
| WBH Advisory Inc. | 1.16% | Add +26.1% | 106,788 | $12.4M |
| Glenmede Trust Co. NA | 0.07% | Add +98.1% | 106,184 | $12.3M |
| Fifth Third Bancorp | 0.05% | Add +0.3% | 105,505 | $12.2M |
| HB Wealth Management, LLC | 0.10% | Add +593.9% | 104,611 | $12.1M |
| Three Bridge Wealth Advisors, LLC | 4.22% | No change | 104,539 | $12.1M |
| Vontobel Holding Ltd. | 0.04% | Add +0.1% | 103,070 | $12.0M |
| Natixis Advisors, LLC | 0.02% | Reduce -11.2% | 102,287 | $11.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.2% | 102,174 | $11.8M |
| Oxford Financial Group, LTD. LLC | 0.83% | Reduce -0.2% | 101,960 | $11.8M |
| Aspen Grove Capital, LLC | 2.27% | Add +1.5% | 101,826 | $11.8M |
| NewEdge Wealth, LLC | 0.21% | Reduce -43.4% | 101,109 | $11.7M |
| Humankind Investments LLC | 3.04% | No change | 101,000 | $11.7M |
| Okabena Investment Services Inc. | 2.87% | Reduce -42.9% | 98,417 | $11.4M |
| Foster Group, Inc. | 0.42% | Add +4.3% | 96,073 | $11.1M |
| Allen Investment Management, LLC | 0.13% | No change | 95,173 | $11.0M |
| Pathstone Holdings, LLC | 0.05% | Reduce -10.7% | 94,839 | $11.0M |
| Bridgewater Advisors Inc. | 0.92% | Add +1.5% | 91,146 | $10.6M |
| Beaumont Financial Advisors, LLC | 0.83% | Reduce -2.6% | 91,626 | $10.6M |
| Pictet North America Advisors SA | 1.06% | Reduce -8.2% | 91,505 | $10.6M |
| Wealthfront Advisers LLC | 0.03% | Add +79.3% | 91,185 | $10.6M |
| Disciplina Capital Management LLC | 1.54% | Add +67.4% | 91,154 | $10.6M |
| Bank of Montreal | 0.01% | Reduce -75.7% | 90,646 | $10.5M |
| Smartleaf Asset Management LLC | 1.01% | Add +32.0% | 90,357 | $10.5M |
| Orcam Financial Group | 9.77% | Add +0.5% | 89,973 | $10.4M |
| Sollinda Capital Management LLC | 2.89% | New | 89,476 | $10.4M |
| Comerica Bank | 0.04% | Reduce -11.6% | 88,839 | $10.3M |
| United Capital Financial Advisors, LLC | 0.09% | Add +4.9% | 86,167 | $10.0M |
| Choate Investment Advisors | 0.25% | Add +6.4% | 85,844 | $10.0M |
| Lighthouse Investment Partners, LLC | 0.45% | No change | 84,330 | $9.8M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -5.5% | 83,692 | $9.7M |
| NYL Investors LLC | 0.63% | Reduce -9.9% | 83,500 | $9.7M |
| Frisch Financial Group, Inc. | 2.70% | Add +3.1% | 82,857 | $9.6M |
| Manchester Capital Management LLC | 1.14% | Reduce -7.4% | 79,993 | $9.3M |
| Leavell Investment Management, Inc. | 0.46% | Add +1.5% | 79,494 | $9.2M |
| Weil Company, Inc. | 2.73% | Reduce -29.9% | 78,885 | $9.1M |
| Choreo, LLC | 0.14% | Add +1.3% | 78,792 | $9.1M |
| FMR LLC | 0.00% | Add +9.5% | 76,525 | $8.9M |
| Seldon Capital LP | 5.51% | No change | 75,547 | $8.8M |
| Ariel Investments | 0.10% | New | 74,824 | $8.7M |
| Quantinno Capital Management LP | 0.06% | Add +157.4% | 74,389 | $8.6M |
| Sivia Capital Partners, LLC | 3.97% | Reduce -0.3% | 73,384 | $8.5M |
| BlackRock, Inc. | 0.00% | Reduce -68.3% | 72,406 | $8.4M |
| Seven Post Investment Office LP | 3.11% | Reduce -1.6% | 70,152 | $8.1M |
| Laird Norton Wetherby Trust Company, LLC | 1.30% | Reduce -0.1% | 69,880 | $8.1M |
| Almanack Investment Partners, LLC. | 1.59% | Reduce -49.1% | 69,161 | $8.0M |
| Truist Financial Corp. | 0.01% | Add +16.6% | 68,693 | $8.0M |
| Windsor Advisory Group, LLC | 10.12% | Reduce -27.2% | 67,520 | $7.8M |
| Financial Symmetry Inc | 4.80% | Reduce -0.9% | 67,461 | $7.8M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +7.3% | 66,933 | $7.8M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -1.5% | 65,870 | $7.6M |
| Marex Group Ltd | 0.14% | No change | 64,941 | $7.5M |
| Gotham Asset Management | 0.06% | Add +10.2% | 64,342 | $7.5M |
| GeoWealth Management, LLC | 0.29% | Reduce -7.2% | 63,094 | $7.3M |
| Investments & Financial Planning, LLC | 4.68% | Add +0.1% | 62,106 | $7.2M |
| Nisa Investment Advisors, LLC | 0.04% | No change | 61,379 | $7.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | New | 60,420 | $7.0M |
| Joel Isaacson & Co., LLC | 0.31% | Add +4.1% | 59,881 | $6.9M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Reduce -33.9% | 59,675 | $6.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.4% | 56,542 | $6.9M |
| SYM FINANCIAL Corp | 0.85% | Add +0.3% | 59,189 | $6.9M |
| Atlas Capital Advisors Inc. | 0.86% | Add +7.5% | 59,159 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.3% | 58,980 | $6.8M |
| Compass Ion Advisors, LLC | 0.80% | Reduce -1.7% | 58,404 | $6.8M |
| Barry Investment Advisors, LLC | 1.80% | Reduce -2.6% | 58,303 | $6.8M |
| Yeomans Consulting Group, Inc. | 2.59% | New | 57,800 | $6.7M |
| Evelyn Partners Investment Management Services Ltd | 1.09% | Reduce -0.8% | 57,233 | $6.6M |
| Fiduciary Trust Co | 0.09% | Reduce -0.9% | 56,948 | $6.6M |
| Walter & Keenan Wealth Management LLC /in/ | 1.98% | Add +2.5% | 56,759 | $6.6M |
| Galilei Investment Office LLP | 3.56% | Reduce -34.0% | 57,236 | $6.6M |
| Rwa Wealth Partners, LLC | 0.08% | Add +8.3% | 56,470 | $6.5M |
| Belpointe Asset Management LLC | 0.33% | Add +3.3% | 55,032 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +27.8% | 54,509 | $6.3M |
| PDS Planning, Inc | 0.53% | Add +3.3% | 54,278 | $6.3M |
| Myecfo, LLC | 3.32% | Reduce -1.3% | 54,055 | $6.3M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -3.1% | 53,541 | $6.2M |
| Waverly Advisors, LLC | 0.07% | Reduce -0.4% | 50,319 | $5.8M |
| Dorsey & Whitney Trust CO LLC | 0.34% | No change | 50,305 | $5.8M |
| Intergy Private Wealth, LLC | 2.21% | Reduce -1.1% | 50,118 | $5.8M |
| NWF Advisory Services Inc. | 0.81% | Reduce -0.7% | 49,510 | $5.7M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -0.5% | 49,040 | $5.7M |
| Westmount Partners, LLC | 1.73% | Add +5.1% | 48,846 | $5.7M |
| Heritage Investment Group, Inc. | 1.04% | Add +5.8% | 47,544 | $5.5M |
| Fifth Third Securities, Inc. | 0.46% | Add +0.8% | 47,474 | $5.5M |
| ICONIQ Capital, LLC | 0.10% | Add +52.0% | 46,429 | $5.4M |
| Ieq Capital, LLC | 0.04% | Add +692.8% | 46,396 | $5.4M |
| Waldron Private Wealth LLC | 0.25% | Add +8.8% | 46,196 | $5.4M |
| Breakwater Investment Management | 2.23% | Reduce -3.6% | 45,088 | $5.2M |
| Citigroup Inc. | 0.00% | Reduce -84.8% | 44,465 | $5.2M |
| Benjamin Edwards Inc. | 0.07% | Add +56.3% | 44,399 | $5.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +0.1% | 44,128 | $5.1M |
| Valeo Financial Advisors, LLC | 0.14% | Add +5.9% | 43,928 | $5.1M |
| Compass Advisory Group LLC | 1.77% | Add +37.7% | 43,895 | $5.1M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -1.3% | 43,895 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +8.9% | 43,840 | $5.1M |
| Lakewood Asset Management LLC | 3.43% | Add +4.4% | 43,809 | $5.1M |
| Twin Focus Capital Partners, LLC | 0.79% | Add +3.3% | 43,766 | $5.1M |
| Donor Advised Charitable Giving, Inc. | 0.15% | No change | 43,400 | $5.0M |
| Caprock Group, LLC | 0.15% | Add +23.7% | 43,377 | $5.0M |
| Destiny Wealth Partners, LLC | 0.80% | Reduce -0.6% | 43,318 | $5.0M |
| Stephens Inc. | 0.07% | Reduce -13.6% | 43,282 | $5.0M |
| McMill Wealth Management | 1.81% | Reduce -1.3% | 43,231 | $5.0M |
| Axxcess Wealth Management, LLC | 0.14% | Add +1274.3% | 42,973 | $5.0M |
| Planning Directions Inc. | 2.12% | Add +5.5% | 42,839 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.6% | 42,554 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +0.9% | 42,366 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.0% | 42,082 | $4.9M |
| Bluespring Wealth Management, LLC | 0.50% | Reduce -2.3% | 41,956 | $4.9M |
| Ancora Advisors LLC | 0.11% | Add +0.3% | 41,000 | $4.8M |
| Stokes Family Office, LLC | 0.53% | No change | 40,712 | $4.7M |
| Arbor Investment Advisors, LLC | 0.65% | Add +0.0% | 40,683 | $4.7M |
| Security National Bank of So Dak | 2.66% | Reduce -27.7% | 40,555 | $4.7M |
| Ridgepath Capital Management LLC | 2.26% | New | 40,457 | $4.7M |
| NavPoint Financial, Inc. | 3.27% | Add +3.7% | 40,145 | $4.7M |
| Studio Investment Management LLC | 0.96% | Reduce -8.9% | 40,005 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +2.4% | 39,988 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +36.9% | 38,630 | $4.5M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -16.1% | 38,447 | $4.5M |
| MAI Capital Management | 0.03% | Reduce -1.1% | 38,056 | $4.4M |
| Diversified Trust Co. | 0.11% | Add +3.8% | 37,858 | $4.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.93% | Reduce -2.6% | 38,480 | $4.3M |
| Northstar Group, Inc. | 0.73% | Add +0.6% | 37,048 | $4.3M |
| Howard Wealth Management, LLC | 2.38% | Reduce -2.8% | 36,896 | $4.3M |
| Addison Capital Co | 1.67% | Reduce -0.6% | 36,732 | $4.3M |
| Advisor Resource Council | 0.34% | New | 36,709 | $4.3M |
| Baker Ellis Asset Management LLC | 0.61% | Reduce -0.3% | 36,709 | $4.3M |
| Endowment Wealth Management, Inc. | 2.72% | Add +25.1% | 36,439 | $4.2M |
| Wedmont Private Capital | 0.21% | Add +17.1% | 37,624 | $4.2M |
| EverSource Wealth Advisors, LLC | 0.23% | Add +13.7% | 35,708 | $4.1M |
| &partners | 0.04% | Add +405.9% | 35,523 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +0.7% | 34,861 | $4.0M |
| Wetzel Investment Advisors, Inc. | 2.00% | Reduce -2.0% | 34,132 | $4.0M |
| Parallel Advisors, LLC | 0.09% | Add +2.5% | 33,743 | $3.9M |
| Manchester Financial Inc. | 0.88% | Add +3.5% | 33,602 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +17.8% | 33,582 | $3.9M |
| Apella Capital, LLC | 0.13% | Reduce -1.1% | 34,626 | $3.9M |
| Lindbrook Capital, LLC | 0.35% | Reduce -0.2% | 33,212 | $3.9M |
| Greenline Partners, LLC | 0.54% | Add +0.2% | 32,307 | $3.7M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -27.2% | 31,974 | $3.7M |
| Equity Investment Corp. | 0.08% | Add +14.7% | 31,767 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -3.3% | 31,676 | $3.7M |
| Van Cleef Asset Management,Inc | 0.41% | No change | 31,471 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +2.9% | 31,203 | $3.6M |
| Cwm, LLC | 0.01% | Reduce -0.5% | 30,977 | $3.6M |
| Novak & Powell Financial Services, Inc. | 2.22% | Add +0.9% | 30,779 | $3.6M |
| Secure Asset Management, LLC | 0.72% | Reduce -37.7% | 30,557 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.53% | Add +1.8% | 29,888 | $3.5M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -31.3% | 29,874 | $3.5M |
| Ironwood Financial, llc | 0.74% | Add +6.6% | 29,719 | $3.4M |
| Affiance Financial, LLC | 0.80% | Add +11.3% | 29,561 | $3.4M |
| Salomon & Ludwin, LLC | 0.36% | Add +0.5% | 29,457 | $3.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +16.6% | 29,310 | $3.4M |
| Modera Wealth Management, LLC | 0.05% | Reduce -4.3% | 29,362 | $3.4M |
| Old Second National Bank of Aurora | 0.80% | New | 29,300 | $3.4M |
| Ridgewood Investments LLC | 1.58% | Reduce -3.3% | 29,133 | $3.4M |
| Jasper Ridge Partners, L.P. | 0.11% | Add +16.6% | 28,421 | $3.3M |
| Austin Wealth Management, LLC | 0.66% | Reduce -6.9% | 28,500 | $3.3M |
| UMB Bank, n.a. | 0.05% | No change | 27,929 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +43.5% | 27,866 | $3.2M |
| University of Texas/Texas Am Investment Management Co. | 0.55% | No change | 27,798 | $3.2M |
| Sharkey, Howes & Javer | 0.46% | Reduce -0.8% | 27,707 | $3.2M |
| Quadrature Capital Ltd | 0.07% | New | 27,348 | $3.2M |
| Allie Family Office LLC | 1.74% | Add +0.3% | 27,342 | $3.2M |
| Monterey Private Wealth, Inc. | 0.93% | Add +0.2% | 27,252 | $3.2M |
| Whipplewood Advisors, LLC | 1.86% | Reduce -74.8% | 6,656 | $3.1M |
| Neumann Capital Management, LLC | 1.09% | Add +0.9% | 27,093 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +1.7% | 26,710 | $3.1M |
| Jennison Associates LLC | 0.00% | Reduce -61.0% | 26,643 | $3.1M |
| Hemington Wealth Management | 0.48% | Reduce -9.1% | 26,497 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -3.4% | 26,409 | $3.1M |
| Boxwood Ventures, Inc. | 4.34% | No change | 26,192 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.9% | 25,771 | $3.0M |
| SilverOak Wealth Management LLC | 0.64% | Reduce -13.4% | 25,500 | $3.0M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -79.6% | 25,428 | $2.9M |
| Americana Partners, LLC | 0.11% | Reduce -0.0% | 25,379 | $2.9M |
| GC Wealth Management RIA, LLC | 0.53% | No change | 25,069 | $2.9M |
| Morningstar Investment Management LLC | 0.25% | New | 25,051 | $2.9M |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +679.2% | 24,771 | $2.9M |
| Signaturefd, LLC | 0.05% | Add +0.9% | 24,695 | $2.9M |
| HT Partners LLC | 0.97% | Reduce -44.4% | 24,415 | $2.8M |
| Royal Fund Management, LLC | 0.34% | Add +5.5% | 24,140 | $2.8M |
| Columbus Macro, LLC | 0.37% | Reduce -11.5% | 24,236 | $2.8M |
| Coston, McIsaac & Partners | 0.82% | Reduce -0.4% | 24,185 | $2.8M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +17.9% | 24,132 | $2.8M |
| Bernzott Capital Advisors | 1.38% | Reduce -41.5% | 24,107 | $2.8M |
| Insigneo Advisory Services, LLC | 0.29% | Add +1.6% | 24,096 | $2.8M |
| W1M Asset Management Ltd | 0.24% | Add +43.4% | 23,890 | $2.8M |
| Capital International Investors | 0.00% | Add +31.3% | 23,897 | $2.8M |
| Aspiring Ventures, LLC | 1.62% | No change | 23,410 | $2.8M |
| Symmetry Partners, LLC | 0.38% | Reduce -6.8% | 23,860 | $2.8M |
| Sarasin & Partners LLP | 0.03% | New | 23,402 | $2.7M |
| Tanager Wealth Management LLP | 0.35% | Reduce -3.6% | 23,344 | $2.7M |
| Ritholtz Wealth Management | 0.08% | Reduce -1.1% | 23,010 | $2.7M |
| Merit Financial Group, LLC | 0.04% | Add +329.1% | 22,631 | $2.6M |
| Intelligent Financial Strategies | 1.36% | Reduce -1.3% | 22,500 | $2.6M |
| Spire Wealth Management | 0.08% | Add +0.1% | 22,480 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +69.8% | 22,342 | $2.6M |
| Seamount Financial Group Inc. | 1.74% | Reduce -1.3% | 22,058 | $2.6M |
| CBM Financial, LLC | 2.04% | — | 20,375 | $2.5M |
| Bangor Savings Bank | 0.24% | No change | 21,500 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +607.5% | 21,417 | $2.5M |
| Compass Capital Corp. /Ma/ | 1.29% | Add +1150.5% | 22,446 | $2.5M |
| Cura Wealth Advisors, LLC | 1.00% | Add +2.1% | 21,272 | $2.5M |
| Two Sigma Securities, LLC | 0.38% | New | 21,219 | $2.5M |
| Betterment LLC | 0.01% | Reduce -7.1% | 21,213 | $2.5M |
| Adero Partners, LLC | 0.16% | Add +0.0% | 21,074 | $2.4M |
| Blair William & Co. | 0.01% | Add +30.3% | 21,026 | $2.4M |
| South Dakota Investment Council | 0.05% | Add +78.6% | 20,891 | $2.4M |
| Townsquare Capital LLC | 0.03% | Add +0.7% | 20,509 | $2.4M |
| Wealthstream Advisors, Inc. | 0.44% | Add +0.4% | 20,323 | $2.4M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | Add +17.8% | 20,150 | $2.3M |
| West Family Investments, Inc. | 0.88% | Reduce -3.9% | 19,290 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +494.6% | 19,842 | $2.3M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -0.1% | 19,814 | $2.3M |
| VestGen Advisors, LLC | 0.10% | — | 19,752 | $2.3M |
| Citizens Financial Group Inc. | 0.04% | Reduce -14.3% | 19,413 | $2.3M |
| Fiducient Advisors LLC | 0.28% | New | 19,226 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +14.0% | 18,815 | $2.2M |
| Hartmann Taylor Wealth Management, LLC | 1.94% | — | 18,677 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +2.7% | 18,675 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -11.9% | 18,594 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.1% | 18,536 | $2.1M |
| BluePointe Capital Management, LLC | 0.81% | Add +58.0% | 18,247 | $2.1M |
| Daymark Wealth Partners, LLC | 0.09% | Add +0.3% | 17,746 | $2.1M |
| Efficient Advisors, LLC | 0.13% | Reduce -0.7% | 17,544 | $2.0M |
| Balentine LLC | 0.09% | Reduce -1.3% | 17,511 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Add +11.1% | 17,303 | $2.0M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 17,000 | $2.0M |
| Cutler Investment Counsel LLC | 0.24% | Add +8.3% | 16,939 | $2.0M |
| Thompson Investment Management, Inc. | 0.29% | No change | 16,740 | $1.9M |
| Astoria Strategic Wealth, Inc. | 0.57% | Add +0.7% | 16,739 | $1.9M |
| Ewa, LLC | 0.72% | Reduce -3.1% | 16,716 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.5% | 16,683 | $1.9M |
| CX Institutional | 0.07% | Add +0.0% | 16,654 | $1.9M |
| LongView Wealth Management | 0.58% | Add +22.6% | 16,647 | $1.9M |
| First Citizens Bank & Trust Co. | 0.05% | No change | 16,575 | $1.9M |
| LBMC Investment Advisors, LLC | 0.15% | Add +2.4% | 16,551 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.81% | Reduce -9.3% | 16,522 | $1.9M |
| SC&H Financial Advisors, Inc. | 0.37% | Reduce -5.6% | 16,382 | $1.9M |
| First Pacific Advisors, LP | 0.03% | Add +7.9% | 16,249 | $1.9M |
| Tidal Investments LLC | 0.02% | Add +17.8% | 16,116 | $1.9M |
| Bank Hapoalim BM | 0.28% | Add +3.6% | 16,086 | $1.9M |
| Presilium Private Wealth, LLC | 0.41% | Reduce -0.9% | 15,940 | $1.8M |
| 180 Wealth Advisors, LLC | 0.29% | Add +1.4% | 15,766 | $1.8M |
| HRC Wealth Management, LLC | 1.12% | Reduce -12.6% | 15,634 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Add +22.4% | 15,594 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +13.2% | 15,588 | $1.8M |
| BSW Wealth Partners | 0.27% | Add +16.3% | 15,484 | $1.8M |
| HTG Investment Advisors, Inc. | 0.74% | Add +7.3% | 15,303 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -4.1% | 15,125 | $1.8M |
| Barclays PLC | 0.00% | No change | 15,050 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.9% | 14,972 | $1.7M |
| AlTi Global, Inc. | 0.05% | Add +14.3% | 14,875 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.56% | Add +0.1% | 14,796 | $1.7M |
| Wilson & Boucher Capital Management, LLC | 1.26% | Add +5.8% | 14,601 | $1.7M |
| AllSquare Wealth Management LLC | 1.00% | Reduce -0.2% | 14,577 | $1.7M |
| Debussy Capital Management LP | 0.27% | Reduce -3.1% | 14,450 | $1.7M |
| Leo Wealth, LLC | 0.24% | Reduce -3.1% | 14,384 | $1.7M |
| Levin Capital Strategies, L.P. | 0.18% | No change | 14,345 | $1.7M |
| Cornerstone Financial Group, LLC | 1.49% | Add +6.6% | 13,613 | $1.7M |
| Creekside Partners | 0.86% | No change | 14,153 | $1.6M |
| Verus Financial Partners, Inc. | 0.19% | Add +6.2% | 14,604 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 15,854 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +5.7% | 14,091 | $1.6M |
| Breed's Hill Capital LLC | 0.87% | Add +0.0% | 13,973 | $1.6M |
| Fingerlakes Wealth Management, Inc. | 1.38% | Reduce -1.9% | 13,964 | $1.6M |
| Stonebridge Financial Group, LLC | 0.17% | Add +0.0% | 13,750 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Reduce -4.0% | 13,720 | $1.6M |
| Waddell & Associates, LLC | 0.19% | Reduce -90.0% | 13,248 | $1.5M |
| Investment Planning Advisors, Inc. | 0.62% | Add +12.9% | 13,167 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +25.5% | 12,869 | $1.5M |
| Redmond Asset Management, LLC | 0.39% | Add +23.3% | 13,077 | $1.5M |
| Long Island Wealth Management, Inc. | 0.92% | Reduce -1.6% | 13,046 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 13,015 | $1.5M |
| Texas Yale Capital Corp. | 0.06% | Add +0.4% | 12,813 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.78% | Add +0.1% | 12,750 | $1.5M |
| Warren Street Wealth Advisors, LLC | 0.58% | Reduce -0.2% | 12,727 | $1.5M |
| Sovran Advisors, LLC | 0.19% | Add +226.0% | 13,094 | $1.5M |
| Shade Tree Advisors LLC | 1.44% | New | 12,492 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.13% | Reduce -49.3% | 12,310 | $1.4M |
| Triangle Securities Wealth Management | 0.36% | Add +2.4% | 12,232 | $1.4M |
| L.K. Benson & Company, P.C. | 0.97% | Add +4.8% | 12,125 | $1.4M |
| Newton One Investments LLC | 0.50% | Reduce -67.8% | 12,098 | $1.4M |
| Logan Stone Capital, LLC | 0.65% | Add +32.9% | 12,009 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -0.8% | 11,994 | $1.4M |
| Sax Wealth Advisors, LLC | 0.10% | Add +18.2% | 11,971 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Add +0.6% | 11,945 | $1.4M |
| Brookwood Investment Group LLC | 0.24% | — | 11,894 | $1.4M |
| NFSG Corp | 0.33% | New | 11,785 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -0.0% | 11,732 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.7% | 11,708 | $1.4M |
| Murphy & Mullick Capital Management Corp | 1.30% | Add +0.1% | 11,558 | $1.3M |
| Headlands Technologies LLC | 0.15% | Add +456.0% | 11,554 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +20.1% | 11,506 | $1.3M |
| Total Wealth Planning, LLC | 0.20% | Reduce -17.6% | 11,422 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.2% | 11,394 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Reduce -0.8% | 11,339 | $1.3M |
| Fortis Capital Advisors, LLC | 0.27% | Reduce -13.2% | 11,324 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.5% | 11,282 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -8.9% | 11,008 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -0.3% | 11,000 | $1.3M |
| Brand Asset Management Group, Inc. | 0.53% | Add +0.7% | 10,968 | $1.3M |
| New Capital Management LP | 0.36% | Add +1.9% | 10,966 | $1.3M |
| Polen Capital Management LLC | 0.00% | Reduce -59.1% | 10,959 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -24.6% | 10,766 | $1.2M |
| HFM Investment Advisors, LLC | 0.60% | — | 1,196,406 | $1.2M |
| Arlington Trust Co LLC | 0.26% | Reduce -3.9% | 10,691 | $1.2M |
| River Street Advisors LLC | 0.61% | New | 10,667 | $1.2M |
| CGN Advisors LLC | 0.12% | Reduce -1.6% | 10,539 | $1.2M |
| Blue Edge Capital, LLC | 0.20% | Add +1.0% | 10,517 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.94% | Reduce -1.4% | 10,363 | $1.2M |
| GenTrust, LLC | 0.06% | Add +0.9% | 10,342 | $1.2M |
| Trellis Wealth Advisors LLC | 0.58% | Add +0.9% | 10,311 | $1.2M |
| Sage Investment Counsel LLC | 1.50% | Reduce -3.4% | 10,187 | $1.2M |
| Hubbell Strickland Wealth Management, LLC | 0.56% | Add +0.2% | 10,120 | $1.2M |
| Rockingstone Advisors LLC | 0.53% | Add +8.8% | 10,077 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -9.8% | 10,057 | $1.2M |
| RBF Capital, LLC | 0.07% | No change | 10,000 | $1.2M |
| Abacus Planning Group, Inc. | 0.20% | Add +0.1% | 9,909 | $1.1M |
| John W. Brooker & Co., CPAs | 0.47% | Reduce -0.5% | 9,862 | $1.1M |
| Compass Financial Group, INC | 0.21% | Reduce -2.2% | 9,734 | $1.1M |
| FF Advisors,LLC | 0.64% | Reduce -0.0% | 9,507 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.12% | Reduce -5.0% | 9,691 | $1.1M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -10.4% | 9,690 | $1.1M |
| Manuka Financial, LLC | 0.73% | Add +18.0% | 9,686 | $1.1M |
| GEN Financial Management, INC. | 0.76% | Add +2.5% | 9,651 | $1.1M |
| JFS Wealth Advisors, LLC | 0.08% | No change | 9,617 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +2.0% | 9,479 | $1.1M |
| Asset Management Group, Inc. | 0.20% | Reduce -0.6% | 9,388 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.45% | Reduce -8.8% | 9,349 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.31% | Reduce -10.8% | 9,239 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Add +1.0% | 9,238 | $1.1M |
| Tudor Financial Inc. | 0.64% | Add +13.8% | 9,210 | $1.1M |
| Scotia Capital Inc. | 0.01% | Reduce -18.0% | 9,139 | $1.1M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -29.1% | 9,026 | $1.0M |
| Family Manage LLC | 0.17% | No change | 9,006 | $1.0M |
| Principle Wealth Partners LLC | 0.07% | Reduce -4.8% | 8,911 | $1.0M |
| Kathmere Capital Management, LLC | 0.09% | Reduce -4.1% | 8,878 | $1.0M |
| Reyes Financial Architecture, Inc. | 0.75% | New | 8,798 | $1.0M |
| Roehl & Yi Investment Advisors, LLC | 0.55% | Add +0.5% | 8,750 | $1.0M |
| Benchmark Wealth Management, LLC | 0.49% | Reduce -10.3% | 8,728 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +1.7% | 8,720 | $1.0M |
| Windward Private Wealth Management Inc. | 0.39% | Add +6.9% | 8,644 | $1.0M |
| Keel Point, LLC | 0.08% | Add +0.2% | 8,614 | $999K |
| Means Investment Co., Inc. | 0.11% | Reduce -41.5% | 8,602 | $997K |
| Trevian Wealth Management LLC | 0.70% | Add +0.0% | 8,528 | $989K |
| Kendall Capital Management | 0.29% | Add +7.3% | 8,501 | $986K |
| Rothschild Investment LLC | 0.07% | Reduce -1.7% | 8,382 | $972K |
| Cable Hill Partners, LLC | 0.09% | Add +122.0% | 8,306 | $968K |
| Unison Advisors LLC | 0.12% | Add +2.3% | 8,319 | $965K |
| Viewpoint Investment Partners Corp. | 0.52% | New | 8,300 | $962K |
| Nikulski Financial, Inc. | 0.29% | Reduce -0.8% | 8,293 | $962K |
| CW Advisors, LLC | 0.01% | Reduce -13.0% | 8,285 | $961K |
| Mutual Advisors, LLC | 0.03% | Reduce -9.6% | 8,285 | $959K |
| New England Professional Planning Group Inc. | 0.48% | No change | 8,259 | $958K |
| Successful Portfolios LLC | 0.65% | Reduce -0.9% | 8,244 | $956K |
| Catalyst Financial Partners LLC | 0.18% | Add +0.1% | 8,234 | $955K |
| Mgo One Seven LLC | 0.04% | Add +55.4% | 8,229 | $954K |
| Avior Wealth Management, LLC | 0.04% | Reduce -0.0% | 8,197 | $950K |
| Johnson & White Wealth Management, LLC | 0.53% | Reduce -8.5% | 8,166 | $947K |
| Baker Avenue Asset Management, LP | 0.03% | Add +10.0% | 8,128 | $942K |
| Archford Capital Strategies, LLC | 0.14% | No change | 8,042 | $932K |
| Versant Capital Management, Inc | 0.16% | Add +0.1% | 8,040 | $932K |
| Ackerman Capital Advisors, LLC | 0.25% | Reduce -0.8% | 8,031 | $931K |
| Aspen Capital Management, LLC | 0.30% | — | 8,006 | $928K |
| Roundview Capital LLC | 0.07% | Reduce -43.1% | 7,996 | $927K |
| Brightwater Advisory LLC | 0.73% | Reduce -1.9% | 7,978 | $925K |
| Millennium Management | 0.00% | New | 7,977 | $925K |
| Pine Harbor Wealth Management, LLC | 0.37% | No change | 7,950 | $922K |
| Argent Trust Co | 0.04% | No change | 7,909 | $917K |
| Schrum Private Wealth Management LLC | 0.81% | Add +0.1% | 7,908 | $917K |
| Fiduciary Financial Group, LLC | 0.20% | Add +64.3% | 8,387 | $913K |
| IMA Advisory Services, Inc. | 0.11% | Add +7.3% | 8,203 | $907K |
| Financial Counselors Inc. | 0.01% | Add +7.9% | 7,815 | $906K |
| One Capital Management, LLC | 0.03% | Reduce -1.5% | 7,704 | $893K |
| Venture Visionary Partners LLC | 0.04% | Add +9.8% | 7,703 | $893K |
| TD Asset Management Inc | 0.00% | Reduce -3.2% | 7,663 | $889K |
| Dodds Wealth, LLC | 0.29% | Add +0.1% | 7,579 | $879K |
| Sonoma Private Wealth LLC | 1.22% | No change | 7,560 | $877K |
| Westbourne Investments, Inc. | 0.53% | Reduce -0.3% | 7,520 | $872K |
| Essex Financial Services, Inc. | 0.06% | Reduce -2.1% | 7,515 | $871K |
| JTC Employer Solutions Trustee Ltd | 0.07% | No change | 7,500 | $870K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 7,422 | $861K |
| SWP Financial LLC | 0.52% | Reduce -2.2% | 7,409 | $859K |
| Aristides Capital LLC | 0.32% | No change | 7,371 | $855K |
| Sierra Capital LLC | 0.10% | Add +0.3% | 7,343 | $851K |
| Fiera Capital Corp | 0.00% | Add +1.0% | 7,314 | $848K |
| AE Wealth Management LLC | 0.01% | Add +20.6% | 7,282 | $844K |
| First PREMIER Bank | 0.21% | No change | 7,264 | $842K |
| Brickley Wealth Management | 0.17% | Add +1.0% | 7,218 | $837K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +159.0% | 7,200 | $835K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 7,124 | $826K |
| Strategy Asset Managers LLC | 0.17% | Add +0.7% | 7,108 | $824K |
| Y.D. More Investments Ltd | 0.07% | No change | 7,085 | $822K |
| Dark Forest Capital Management LP | 0.04% | Add +2.6% | 7,080 | $821K |
| Savant Capital, LLC | 0.01% | Reduce -31.0% | 7,029 | $815K |
| Ade, LLC | 0.47% | Add +2.3% | 6,998 | $811K |
| Five Pine Wealth Management | 0.66% | Add +13.3% | 6,949 | $806K |
| PFG Advisors | 0.04% | Add +12.3% | 6,886 | $798K |
| First Interstate Bank | 0.05% | No change | 6,850 | $794K |
| FC Advisory LLC | 0.27% | Reduce -10.4% | 6,839 | $793K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +280.9% | 6,741 | $782K |
| Ballentine Partners, LLC | 0.01% | Add +4.7% | 6,676 | $774K |
| GWN Securities Inc. | 0.04% | Add +4.4% | 6,349 | $759K |
| Barlow Wealth Partners, LLC | 0.10% | No change | 6,525 | $756K |
| Rehmann Capital Advisory Group | 0.05% | Add +0.2% | 6,500 | $754K |
| MIdWestOne Financial Group, Inc. | 0.11% | No change | 6,460 | $749K |
| Drystone LLC | 0.75% | Add +2.0% | 6,448 | $748K |
| Empire Life Investments Inc. | 0.05% | Add +48.0% | 6,390 | $741K |
| Dakota Wealth Management | 0.02% | Add +0.7% | 6,339 | $735K |
| Vista Capital Partners, Inc. | 0.09% | Add +3.9% | 6,315 | $732K |
| C M Bidwell & Associates Ltd. | 0.44% | Reduce -6.7% | 6,302 | $731K |
| Wakefield Asset Management LLLP | 0.22% | No change | 6,297 | $730K |
| Northwest Wealth Management, LLC | 0.14% | Reduce -0.9% | 6,260 | $726K |
| Moseley Investment Management Inc. | 0.28% | Add +1.2% | 6,250 | $725K |
| Fermata Advisors, LLC | 0.13% | Add +6.6% | 6,237 | $723K |
| Sage Mountain Advisors LLC | 0.05% | No change | 6,234 | $723K |
| Brandywine Oak Private Wealth LLC | 0.07% | Add +0.6% | 6,229 | $722K |
| Level Four Advisory Services, LLC | 0.03% | Add +13.4% | 6,209 | $720K |
| Quadrant Capital Group LLC | 0.03% | No change | 6,188 | $717K |
| Cambridge Financial Group, LLC | 0.30% | Reduce -40.8% | 6,065 | $703K |
| AQR Capital Management | 0.00% | New | 6,045 | $701K |
| Family Firm, Inc. | 0.16% | Add +5.4% | 6,044 | $701K |
| Prudential Financial Inc. | 0.00% | No change | 6,000 | $696K |
| Client 1ST Advisory Group, LLC | 0.27% | Add +0.0% | 5,999 | $696K |
| Wolverine Trading, LLC | 0.02% | New | 5,980 | $693K |
| Smith, Moore & Co. | 0.06% | Add +1.8% | 5,933 | $688K |
| Keybank National Association | 0.00% | Reduce -59.2% | 5,932 | $688K |
| Lumbard & Kellner, LLC | 0.30% | Reduce -6.0% | 5,918 | $686K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -1.4% | 5,815 | $674K |
| Mustard Seed Financial, LLC | 0.54% | Add +1.9% | 5,803 | $673K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -0.4% | 5,679 | $658K |
| AdvisorNet Financial, Inc | 0.05% | Add +35.8% | 5,671 | $658K |
| Roble, Belko & Company, Inc | 0.10% | No change | 5,658 | $656K |
| Divergent Planning, LLC | 0.22% | Add +1.7% | 5,589 | $654K |
| Boston Trust Walden Corp | 0.00% | No change | 5,601 | $649K |
| Nicholson Meyer Capital Management, Inc. | 0.60% | — | 5,597 | $649K |
| TD Private Client Wealth LLC | 0.02% | Add +2.0% | 5,571 | $646K |
| OneAscent Financial Services LLC | 0.04% | Add +182.9% | 5,480 | $638K |
| IHT Wealth Management, LLC | 0.02% | Add +1.4% | 5,502 | $638K |
| Principal Securities, Inc. | 0.01% | No change | 5,384 | $633K |
| American Money Management, LLC | 0.12% | Add +0.0% | 5,423 | $629K |
| Cooper Financial Group | 0.08% | No change | 5,411 | $627K |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.7% | 5,402 | $626K |
| McGinn Penninger Investment Management, Inc. | 0.41% | New | 5,396 | $626K |
| Blackston Financial Advisory Group, LLC | 0.42% | Reduce -3.1% | 5,317 | $617K |
| Checchi Capital Advisers, LLC | 0.04% | Reduce -7.7% | 5,310 | $616K |
| Blue Trust, Inc. | 0.01% | Reduce -28.2% | 5,258 | $610K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Add +0.0% | 5,092 | $608K |
| Well Done, LLC | 0.11% | Add +1.6% | 5,132 | $603K |
| Mayfair Advisory Group, LLC | 0.35% | No change | 5,187 | $601K |
| Integrity Financial Corp | 0.34% | Reduce -2.7% | 5,167 | $599K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +95.3% | 5,165 | $599K |
| Herold Advisors, Inc. | 0.13% | Add +0.3% | 5,146 | $597K |
| Vista Investment Management | 0.23% | Reduce -0.3% | 5,094 | $591K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -14.9% | 5,087 | $590K |
| Procyon Advisors, LLC | 0.04% | Add +20.3% | 5,048 | $585K |
| Agf Management Ltd. | 0.00% | Reduce -1.0% | 5,048 | $585K |
| Five Oceans Advisors | 0.28% | Add +1.0% | 5,040 | $584K |
| Genus Capital Management Inc. | 0.08% | — | 5,033 | $584K |
| Garrison Point Advisors, LLC | 0.28% | No change | 5,025 | $583K |
| Aspiriant, LLC | 0.02% | Add +3.9% | 5,019 | $582K |
| Burkett Financial Services, LLC | 0.24% | Add +25.7% | 5,009 | $581K |
| Weaver Consulting Group | 0.17% | Add +19.0% | 5,007 | $581K |
| Advisory Services Network, LLC | 0.01% | Add +1.4% | 4,923 | $571K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +5.9% | 4,921 | $571K |
| HUB Investment Partners, LLC | 0.02% | Reduce -19.1% | 4,904 | $569K |
| Gateway Wealth Partners, LLC | 0.13% | Add +21.6% | 4,901 | $568K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.1% | 4,878 | $566K |
| First Manhattan Co. Llc. | 0.00% | No change | 4,843 | $562K |
| Titleist Asset Management, LLC | 0.06% | Add +1.1% | 4,817 | $559K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.7% | 4,734 | $549K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 4,721 | $547K |
| MPS Loria Financial Planners, LLC | 0.16% | Add +0.3% | 4,673 | $542K |
| Litman Gregory Wealth Management LLC | 0.05% | Add +7.5% | 4,624 | $536K |
| SG Americas Securities, LLC | 0.00% | New | 4,611 | $535K |
| Tillman Hartley LLC | 0.15% | Add +0.3% | 4,574 | $531K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -11.9% | 4,565 | $529K |
| TCTC Holdings, LLC | 0.02% | No change | 4,547 | $527K |
| Mayport, LLC | 0.15% | Add +16.4% | 4,538 | $526K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | No change | 4,515 | $524K |
| Monument Capital Management | 0.16% | Reduce -2.3% | 4,508 | $523K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.0% | 4,489 | $520K |
| Addis & Hill, Inc | 0.36% | Reduce -5.5% | 4,461 | $517K |
| TCV Trust & Wealth Management, Inc. | 0.05% | Reduce -0.4% | 4,455 | $517K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.1% | 4,429 | $514K |
| Proffitt & Goodson Inc. | 0.08% | Reduce -2.9% | 4,408 | $511K |
| Greenleaf Trust | 0.00% | New | 4,384 | $508K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -21.6% | 4,383 | $508K |
| Samalin Investment Counsel, LLC | 0.20% | Add +0.2% | 4,341 | $503K |
| Port Capital LLC | 0.02% | No change | 4,316 | $500K |
| Callan Capital, LLC | 0.04% | Reduce -31.7% | 4,309 | $500K |
| Hudock, Inc. | 0.09% | Add +0.2% | 4,294 | $498K |
| Allworth Financial LP | 0.00% | Add +19.4% | 4,311 | $497K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 4,252 | $493K |
| Curbstone Financial Management Corp | 0.10% | No change | 4,180 | $485K |
| HRT Financial LP | 0.00% | New | 4,158 | $482K |
| World Investment Advisors | 0.01% | Add +0.5% | 4,155 | $482K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -14.7% | 4,146 | $481K |
| Olistico Wealth, LLC | 0.30% | Reduce -0.0% | 4,131 | $479K |
| Bailard, Inc. | 0.01% | Add +4.9% | 4,120 | $478K |
| Lighthouse Financial LLC | 0.41% | No change | 4,100 | $475K |
| Macroview Investment Management LLC | 0.45% | Add +0.3% | 4,100 | $475K |
| LGL Partners, LLC | 0.23% | Add +0.3% | 4,093 | $475K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.9% | 4,060 | $472K |
| TrueWealth Financial Partners | 0.28% | Add +39.2% | 4,038 | $468K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -1.2% | 4,034 | $468K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.2% | 4,033 | $468K |
| Entrewealth, LLC | 0.36% | Reduce -13.8% | 4,030 | $467K |
| Greenwich Wealth Management LLC | 0.04% | Add +20.0% | 4,020 | $466K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 3,996 | $463K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | No change | 3,995 | $463K |
| VSM Wealth Advisory, LLC | 0.17% | Reduce -2.7% | 3,988 | $462K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +81.0% | 3,979 | $461K |
| First National Corp. /Ma/ | 0.10% | No change | 3,923 | $455K |
| MorganRosel Wealth Management, LLC | 0.14% | Add +0.3% | 3,917 | $454K |
| Chesley Taft & Associates LLC | 0.02% | Add +3.0% | 3,903 | $453K |
| MBE Wealth Management, LLC | 0.21% | No change | 3,866 | $448K |
| Savvy Advisors, Inc. | 0.05% | Add +23.2% | 3,864 | $448K |
| American Investment Services, Inc. | 0.08% | Add +2.3% | 3,825 | $443K |
| University of Maryland Foundation, Inc. | 0.28% | No change | 3,786 | $439K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 3,764 | $436K |
| Harbour Investment Management LLC | 0.20% | Add +1.6% | 3,762 | $436K |
| Montag A & Associates Inc. | 0.02% | Add +0.1% | 3,742 | $434K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +289.2% | 3,740 | $434K |
| Private Trust Co. NA | 0.04% | Add +0.2% | 3,726 | $432K |
| Flower City Capital | 0.28% | Add +3.6% | 3,706 | $430K |
| Optima Capital LLC | 0.27% | Add +0.3% | 3,699 | $429K |
| BOS Asset Management, LLC | 0.15% | No change | 3,685 | $427K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -3.9% | 3,677 | $426K |
| Cheviot Value Management, LLC | 0.05% | No change | 3,571 | $424K |
| Thomasville National Bank | 0.03% | No change | 3,640 | $422K |
| Aviance Capital Partners, LLC | 0.06% | New | 3,600 | $417K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +0.2% | 3,555 | $412K |
| First Foundation Advisors | 0.02% | No change | 3,551 | $412K |
| Cahill Financial Advisors Inc. | 0.06% | No change | 3,549 | $411K |
| DB Fitzpatrick & Co, Inc | 0.39% | Reduce -38.1% | 3,538 | $410K |
| Aerodigm Wealth, LLC | 0.23% | No change | 3,534 | $410K |
| Robinson Capital Management, LLC | 0.17% | No change | 3,500 | $406K |
| Formidable Asset Management, LLC | 0.07% | No change | 3,500 | $406K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -9.8% | 3,490 | $405K |
| Kovack Advisors, Inc. | 0.04% | Add +31.2% | 3,489 | $405K |
| IFG Advisory, LLC | 0.02% | Add +39.4% | 3,488 | $404K |
| Resolute Advisors LLC | 0.12% | Add +0.3% | 3,486 | $404K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +9.3% | 3,479 | $403K |
| Kanawha Capital Management LLC | 0.03% | Reduce -2.8% | 3,470 | $402K |
| Retirement Planning Group, LLC | 0.02% | No change | 3,460 | $401K |
| BCR Wealth Strategies, LLC | 0.18% | Reduce -2.4% | 3,449 | $399K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,395 | $394K |
| Geometric Wealth Advisors | 0.07% | Add +2.5% | 3,389 | $393K |
| Brass Tax Wealth Management, Inc. | 0.08% | New | 3,387 | $393K |
| Pure Financial Advisors, LLC | 0.01% | Add +14.0% | 3,371 | $391K |
| Perennial Advisors, LLC | 0.08% | New | 3,355 | $389K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -8.2% | 3,347 | $388K |
| Bremer Bank National Association | 0.07% | New | 3,346 | $388K |
| Aua Capital Management, LLC | 0.25% | No change | 3,343 | $388K |
| Elite Financial, Inc. | 0.20% | Add +6.6% | 3,332 | $386K |
| Lutz Financial Services LLC | 0.03% | Reduce -3.9% | 3,315 | $384K |
| Capital Asset Advisory Services LLC | 0.02% | Add +1.6% | 3,253 | $381K |
| Nova Wealth Management, Inc. | 0.33% | New | 3,273 | $380K |
| Hohimer Wealth Management, LLC | 0.07% | No change | 3,265 | $379K |
| DAVENPORT & Co LLC | 0.00% | Add +59.3% | 3,187 | $370K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,175 | $368K |
| Advance Capital Management, Inc. | 0.02% | Add +0.3% | 3,148 | $365K |
| Etesian Wealth Advisors, Inc. | 0.16% | Reduce -5.5% | 3,140 | $364K |
| Berger Financial Group, Inc | 0.03% | Reduce -23.3% | 3,100 | $359K |
| Waypoint Wealth Partners Inc. | 0.10% | Reduce -0.6% | 3,096 | $359K |
| Financial Perspectives, Inc | 0.12% | Add +7.2% | 3,086 | $358K |
| ETF Portfolio Partners, Inc. | 0.11% | Add +19.6% | 3,076 | $357K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -9.6% | 3,056 | $354K |
| Kraft, Davis & Associates, LLC | 0.11% | Reduce -7.0% | 3,163 | $354K |
| Mason & Associates, LLC | 0.10% | Reduce -20.6% | 3,047 | $353K |
| Pointe Capital Management LLC | 0.21% | Reduce -7.4% | 3,040 | $353K |
| WealthShield Partners, LLC | 0.05% | Add +26.4% | 3,014 | $349K |
| RS Crum Inc. | 0.09% | Add +2.6% | 3,005 | $348K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 3,000 | $348K |
| Tiaa Trust, National Association | 0.00% | Reduce -6.2% | 2,983 | $346K |
| Clark Asset Management, LLC | 0.06% | Add +0.6% | 2,970 | $344K |
| Forum Financial Management, LP | 0.01% | Add +10.8% | 2,963 | $344K |
| RAM Investment Partners, LLC | 0.08% | No change | 2,963 | $344K |
| RFG Advisory, LLC | 0.01% | Add +25.5% | 2,903 | $337K |
| PrairieView Partners, LLC | 0.03% | Reduce -2.7% | 2,879 | $333K |
| Mission Financial Group, LLC | 0.31% | — | 2,396 | $331K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 2,856 | $331K |
| CFO4Life Group, LLC | 0.06% | Add +4.4% | 2,851 | $331K |
| XY Planning Network, Inc. | 0.22% | New | 2,843 | $330K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.9% | 2,842 | $330K |
| Attessa Capital LLC | 0.21% | Reduce -46.0% | 2,828 | $328K |
| Elevation Wealth Partners, LLC | 0.14% | No change | 2,821 | $327K |
| Claret Asset Management Corp | 0.06% | No change | 2,815 | $326K |
| Melfa Wealth Management, Inc. | 0.22% | Add +0.4% | 2,801 | $325K |
| Main Management LLC | 0.03% | Reduce -3.6% | 2,796 | $324K |
| MontVue Capital Management, Inc. | 0.26% | No change | 2,792 | $324K |
| Applied Capital LLC | 0.16% | Add +11.4% | 2,787 | $323K |
| Fiduciary Group, LLC | 0.03% | No change | 2,783 | $323K |
| Roger Wittlin Investment Advisory, LLC | 0.19% | Add +0.3% | 2,767 | $321K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +93.5% | 2,707 | $320K |
| Caitlin John, LLC | 0.31% | No change | 2,761 | $320K |
| Flagship Private Wealth, LLC | 0.15% | Reduce -5.3% | 2,753 | $319K |
| Rebalance, LLC | 0.02% | Add +4.2% | 2,742 | $318K |
| M Wealth Management, LLC | 0.30% | Reduce -13.7% | 2,740 | $318K |
| Courier Capital LLC | 0.02% | Add +10.6% | 2,727 | $316K |
| Vested Financial Planning, LLC | 0.31% | Reduce -14.9% | 2,709 | $314K |
| Boston Standard Wealth Management, LLC | 0.07% | Add +4.1% | 2,776 | $313K |
| FFT Wealth Management LLC | 0.07% | Add +0.3% | 2,692 | $312K |
| Arcadia Investment Advisors LLC | 0.17% | No change | 2,647 | $307K |
| Centaurus Financial, Inc. | 0.02% | Add +0.5% | 2,632 | $305K |
| Waterloo Capital, L.P. | 0.03% | Add +2.8% | 2,627 | $305K |
| Leith Wheeler Investment Counsel Ltd. | 0.02% | No change | 2,626 | $304K |
| BridgePort Financial Solutions, LLC | 0.14% | Reduce -3.3% | 2,618 | $304K |
| Prosperity Planning, Inc. | 0.14% | Add +1.6% | 2,610 | $303K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -39.9% | 2,606 | $302K |
| Latitude Advisors, LLC | 0.18% | New | 2,606 | $302K |
| Lincoln Capital LLC | 0.06% | New | 2,692 | $301K |
| LifeGuide Financial Advisors, LLC | 0.12% | Reduce -10.4% | 2,587 | $300K |
| IFP Advisors, Inc | 0.01% | Reduce -4.8% | 2,577 | $299K |
| Centurion Wealth Management LLC | 0.09% | No change | 2,540 | $298K |
| N.E.W. Advisory Services LLC | 0.02% | Add +4.6% | 2,572 | $298K |
| Brookstone Capital Management | 0.00% | Reduce -4.6% | 2,560 | $297K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -0.3% | 2,558 | $297K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 2,550 | $296K |
| Oak Family Advisors, LLC | 0.12% | Reduce -11.6% | 2,548 | $295K |
| Alliance Wealth Management Group | 0.08% | Add +0.1% | 2,547 | $295K |
| Towercrest Capital Management | 0.06% | Add +0.1% | 2,547 | $295K |
| Magnolia Capital Advisors LLC | 0.08% | Reduce -32.0% | 2,545 | $295K |
| DecisionPoint Financial, LLC | 0.09% | No change | 2,543 | $295K |
| Smith Salley Wealth Management | 0.02% | No change | 2,537 | $294K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +0.0% | 2,532 | $294K |
| Regions Financial Corp. | 0.00% | No change | 2,525 | $293K |
| Synergy Financial Group, LTD | 0.26% | No change | 2,514 | $291K |
| Revisor Wealth Management LLC | 0.13% | New | 2,512 | $291K |
| Baird Financial Group, Inc. | 0.00% | Reduce -23.1% | 2,503 | $290K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -96.8% | 2,500 | $290K |
| Creekmur Asset Management LLC | 0.06% | Reduce -4.6% | 2,500 | $290K |
| Embree Financial Group | 0.05% | Add +1.6% | 2,484 | $288K |
| Columbia River Financial Group, LLC | 0.19% | Reduce -50.5% | 2,479 | $287K |
| Genesis Wealth Advisors, LLC | 0.23% | Reduce -2.0% | 2,475 | $287K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -72.8% | 2,458 | $285K |
| BLKBRD Asset Management, LP | 0.35% | New | 2,450 | $284K |
| United Wealth Management, LLC | 0.09% | No change | 2,448 | $284K |
| Twin Tree Management, LP | 0.01% | New | 2,426 | $281K |
| Values Added Financial LLC | 0.16% | Add +0.0% | 2,422 | $281K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -3.0% | 2,418 | $280K |
| First Community Trust NA | 0.24% | No change | 2,415 | $280K |
| Portside Wealth Group, LLC | 0.05% | Add +17.6% | 2,411 | $280K |
| StoneX Group Inc. | 0.02% | Reduce -44.0% | 2,403 | $279K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.2% | 2,392 | $277K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -0.3% | 2,384 | $276K |
| Driehaus Capital Management LLC | 0.00% | Reduce -35.8% | 2,380 | $276K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.6% | 2,375 | $275K |
| Hurlow Wealth Management Group, Inc. | 0.09% | Add +24.0% | 2,366 | $274K |
| Next Capital Management LLC | 0.13% | No change | 2,363 | $274K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +0.8% | 2,362 | $274K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.1% | 2,358 | $273K |
| Summit Financial, LLC | 0.01% | Add +12.6% | 2,357 | $273K |
| Trexquant Investment LP | 0.00% | Reduce -26.7% | 2,356 | $273K |
| Burton Enright Welch | 0.06% | Reduce -16.1% | 2,352 | $273K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -13.5% | 2,313 | $268K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 2,297 | $266K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -16.3% | 2,288 | $265K |
| Modus Advisors, LLC | 0.09% | Reduce -18.3% | 2,284 | $265K |
| Visionary Wealth Advisors | 0.02% | New | 2,281 | $264K |
| Signal Tree Financial Partners LLC | 0.26% | Add +4.7% | 2,274 | $264K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | Reduce -0.0% | 2,273 | $263K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,266 | $263K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -0.5% | 2,249 | $261K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.3% | 2,246 | $260K |
| JDH Wealth Management, LLC | 0.22% | Add +9.7% | 2,233 | $259K |
| JP Wealth Management, Inc. | 0.21% | New | 2,230 | $259K |
| Ascent Group, LLC | 0.01% | New | 2,208 | $256K |
| Norris Perne & French LLP | 0.02% | Reduce -31.3% | 2,195 | $255K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -94.5% | 2,195 | $255K |
| Mindset Wealth Management, LLC | 0.10% | Add +0.1% | 2,186 | $253K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,140 | $253K |
| Waller Financial Planning Group, Inc. | 0.07% | Add +0.2% | 2,178 | $252K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 2,165 | $251K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,157 | $250K |
| Thrive Wealth Management, LLC | 0.05% | New | 2,156 | $250K |
| GTS Securities LLC | 0.01% | Reduce -39.5% | 2,147 | $249K |
| TruNorth Capital Management, LLC | 0.06% | No change | 2,143 | $248K |
| Phoenix Financial Ltd. | 0.00% | No change | 2,135 | $248K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,121 | $246K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +2.4% | 2,120 | $245K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -1.8% | 2,109 | $245K |
| Heritage Trust Co | 0.03% | No change | 2,102 | $244K |
| Riverwater Partners LLC | 0.12% | New | 2,098 | $243K |
| Matisse Capital | 0.13% | Add +0.6% | 2,085 | $242K |
| Evolution Advisers, Inc. | 0.13% | Reduce -10.8% | 2,072 | $240K |
| Petix & Botte Co | 0.06% | No change | 2,062 | $239K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,042 | $237K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -22.9% | 2,039 | $236K |
| Register Financial Advisors LLC | 0.12% | Reduce -1.9% | 2,036 | $236K |
| Verus Capital Partners, LLC | 0.02% | Reduce -10.8% | 2,017 | $234K |
| Garde Capital, Inc. | 0.01% | Reduce -10.6% | 2,017 | $234K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 2,000 | $232K |
| Citizens & Northern Corp. | 0.07% | No change | 2,000 | $232K |
| Urban Financial Advisory Corp | 0.13% | Add +0.1% | 1,998 | $232K |
| Columbia Asset Management | 0.05% | Add +7.5% | 1,995 | $231K |
| TFB Advisors LLC | 0.07% | Add +0.1% | 1,986 | $230K |
| Vantage Point Financial LLC | 0.12% | Add +2.0% | 1,972 | $229K |
| Haverford Trust Co | 0.00% | No change | 1,970 | $228K |
| Addison Advisors LLC | 0.06% | Reduce -1.6% | 1,968 | $228K |
| Legacy Advisors, LLC | 0.02% | New | 1,960 | $227K |
| Arax Advisory Partners | 0.01% | Add +183.5% | 1,942 | $225K |
| Commerce Bank | 0.00% | Reduce -8.7% | 1,940 | $225K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -77.0% | 1,935 | $224K |
| CENTRAL TRUST Co | 0.01% | Add +20.8% | 1,931 | $224K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,925 | $223K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 1,920 | $223K |
| Sigma Planning Corp | 0.01% | Add +0.5% | 1,893 | $220K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 1,889 | $219K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.5% | 1,889 | $219K |
| Summit Global Investments | 0.02% | New | 1,877 | $218K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 1,867 | $216K |
| Cabot-Wellington, LLC | 0.08% | No change | 1,859 | $216K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.3% | 1,838 | $213K |
| Marks Group Wealth Management, Inc | 0.02% | Add +5.0% | 1,836 | $213K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +7.6% | 1,834 | $213K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,822 | $211K |
| QRG Capital Management, Inc. | 0.00% | New | 1,816 | $211K |
| RTD Financial Advisors, Inc. | 0.03% | Add +3.0% | 1,815 | $210K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,812 | $210K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 1,812 | $210K |
| Cypress Capital, LLC | 0.06% | No change | 1,810 | $210K |
| eCIO, Inc. | 0.08% | — | 1,805 | $209K |
| Sage Capital Advisors,llc | 0.05% | Add +0.2% | 1,801 | $209K |
| Clifford Group, LLC | 0.19% | Reduce -0.1% | 1,793 | $208K |
| Wealthedge Investment Advisors, LLC | 0.09% | Reduce -14.7% | 1,791 | $208K |
| Disciplined Investors, L.L.C. | 0.19% | Add +2.5% | 1,788 | $207K |
| Founders Financial Securities LLC | 0.02% | New | 1,780 | $207K |
| LPWM LLC | 0.07% | New | 1,781 | $207K |
| Country Club Bank | 0.01% | New | 1,770 | $205K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 1,764 | $205K |
| FLC Capital Advisors | 0.05% | No change | 1,760 | $204K |
| Hapanowicz & Associates Financial Services, Inc | 0.11% | No change | 1,749 | $203K |
| Truvestments Capital LLC | 0.04% | Add +99.9% | 1,745 | $202K |
| Carr Financial Group Corp | 0.07% | No change | 1,736 | $201K |
| Facet Wealth, Inc. | 0.01% | Reduce -7.7% | 1,685 | $200K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +21.3% | 1,710 | $198K |
| Vermillion & White Wealth Management Group, LLC | 0.14% | Add +170800.0% | 1,709 | $198K |
| Prudent Man Investment Management, Inc. | 0.10% | No change | 1,587 | $186K |
| BigSur Wealth Management LLC | 0.05% | No change | 1,597 | $185K |
| Fort Vancouver Investment Management, LLC | 0.14% | Add +2.0% | 1,590 | $184K |
| Asset Dedication, LLC | 0.01% | No change | 1,514 | $176K |
| 3Chopt Investment Partners, LLC | 0.05% | New | 1,510 | $175K |
| Tacita Capital Inc | 0.13% | No change | 1,508 | $175K |
| Assetmark, Inc. | 0.00% | Add +696.3% | 1,489 | $173K |
| Lazard Asset Management LLC | 0.00% | Reduce -89.4% | 1,472 | $170K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -44.4% | 1,465 | $170K |
| Copia Wealth Management | 0.15% | Reduce -1.5% | 1,419 | $165K |
| Elevate Wealth Advisory, Inc. | 0.11% | Add +1.3% | 1,389 | $161K |
| Crewe Advisors LLC | 0.02% | Add +0.1% | 1,388 | $161K |
| Signature Resources Capital Management, LLC | 0.14% | No change | 1,360 | $158K |
| Russell Investments Group, Ltd. | 0.00% | Add +311.9% | 1,314 | $152K |
| Smithfield Trust Co | 0.01% | Add +4.0% | 1,274 | $148K |
| Tidemark, LLC | 0.05% | No change | 1,275 | $148K |
| Bogart Wealth, LLC | 0.01% | Add +14.6% | 1,272 | $147K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,227 | $142K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 1,226 | $142K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 1,214 | $141K |
| McIlrath & Eck, LLC | 0.02% | Add +39.0% | 1,211 | $140K |
| Belmont Capital, LLC | 0.03% | No change | 1,205 | $140K |
| SouthState Bank Corp | 0.01% | Add +26.5% | 1,165 | $135K |
| Perkins Coie Trust Co | 0.03% | No change | 1,130 | $131K |
| 2UniFi Bank | 0.08% | No change | 1,084 | $131K |
| TD Capital Management LLC | 0.01% | Reduce -16.0% | 1,106 | $128K |
| Robinswood Financial LLC | 0.05% | Add +0.5% | 1,090 | $126K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.3% | 1,070 | $124K |
| Ruedi Wealth Management, Inc. | 0.04% | Add +0.6% | 1,040 | $121K |
| Topsail Wealth Management, LLC | 0.02% | Add +0.8% | 1,037 | $120K |
| Christopher J. Hasenberg, Inc | 0.05% | No change | 1,014 | $118K |
| Bokf, NA | 0.00% | No change | 1,000 | $116K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -75.0% | 972 | $113K |
| Realta Investment Advisors | 0.05% | Reduce -9.5% | 950 | $110K |
| Fiduciary Advisors, Inc. | 0.09% | No change | 818 | $95K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 818 | $95K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -29.0% | 813 | $94K |
| Ameliora Wealth Management Ltd. | 0.03% | No change | 800 | $93K |
| Angeles Investment Advisors, LLC | 0.00% | Add +251.1% | 790 | $92K |
| Parkworth Wealth Management, Inc. | 0.07% | Add +128.9% | 737 | $85K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Reduce -23.6% | 734 | $85K |
| Olde Wealth Management, LLC | 0.03% | New | 723 | $83K |
| Trust Co. of Vermont | 0.00% | No change | 715 | $83K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 700 | $81K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.2% | 691 | $80K |
| CoreCap Advisors, LLC | 0.00% | Add +92.9% | 683 | $79K |
| Quent Capital, LLC | 0.01% | Reduce -1.3% | 676 | $78K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -7.4% | 662 | $77K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +55.4% | 659 | $77K |
| LRI Investments, LLC | 0.01% | Add +2.2% | 660 | $77K |
| SJS Investment Consulting Inc. | 0.01% | No change | 632 | $73K |
| Westside Investment Management, Inc. | 0.02% | Add +2.1% | 630 | $73K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -18.6% | 644 | $73K |
| Aptus Capital Advisors, LLC | 0.00% | Add +35.3% | 628 | $73K |
| Oakworth Capital, Inc. | 0.01% | New | 615 | $71K |
| TFC Financial Management, Inc. | 0.01% | Add +0.3% | 589 | $68K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.2% | 548 | $64K |
| Fairman Group, LLC | 0.06% | Add +0.2% | 542 | $64K |
| Eastern Bank | 0.00% | Add +112.0% | 530 | $61K |
| Qube Research & Technologies Ltd | 0.00% | Add +91.2% | 522 | $61K |
| Rossby Financial, LCC | 0.02% | New | 494 | $57K |
| Private Wealth Management Group, LLC | 0.02% | No change | 487 | $57K |
| Avion Wealth | 0.01% | No change | 460 | $54K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 464 | $54K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $49K |
| Phillips Financial Management, LLC | 0.00% | Reduce -37.4% | 422 | $49K |
| Continuum Advisory, LLC | 0.01% | Add +0.5% | 413 | $48K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -9.3% | 378 | $44K |
| JDM Financial Group LLC | 0.02% | No change | 377 | $44K |
| Wolff Wiese Magana LLC | 0.03% | No change | 370 | $43K |
| Country Trust Bank | 0.00% | No change | 359 | $42K |
| Rakuten Securities, Inc. | 0.02% | Add +15.9% | 358 | $42K |
| Compass Financial Services Inc | 0.02% | Add +0.6% | 354 | $41K |
| Howe & Rusling Inc. | 0.00% | Reduce -16.3% | 345 | $40K |
| Biltmore Family Office, LLC | 0.01% | No change | 323 | $37K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -2.1% | 320 | $37K |
| Glassman Wealth Services | 0.01% | No change | 316 | $37K |
| Painted Porch Advisors LLC | 0.01% | Reduce -22.9% | 306 | $35K |
| Bank of New Hampshire | 0.01% | No change | 300 | $35K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -98.3% | 292 | $34K |
| Bristlecone Advisors, LLC | 0.00% | Add +15.5% | 291 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 284 | $33K |
| Atlantic Private Wealth, LLC | 0.02% | Add +6.5% | 1,321 | $33K |
| North Star Investment Management Corp. | 0.00% | No change | 281 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -2.1% | 278 | $32K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -20.0% | 276 | $32K |
| HBW Advisory Services LLC | 0.00% | New | 260 | $30K |
| Group One Trading LLC | 0.00% | New | 249 | $29K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 248 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 246 | $29K |
| HWG Holdings LP | 0.01% | New | 236 | $27K |
| WASHINGTON TRUST Co | 0.00% | Reduce -42.3% | 231 | $27K |
| Safe Harbor Fiduciary, LLC | 0.03% | New | 218 | $25K |
| Lanark Financial, Inc. | 0.00% | — | 223 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 212 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 189 | $22K |
| Pacific Center for Financial Services | 0.01% | Reduce -14.3% | 185 | $21K |
| Compass Wealth Management LLC | 0.01% | No change | 176 | $20K |
| Archer Investment Corp | 0.01% | No change | 176 | $20K |
| First Pacific Financial | 0.00% | Add +2.9% | 175 | $20K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +7.5% | 173 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +9.6% | 172 | $20K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 172 | $20K |
| Accredited Wealth Management, LLC | 0.02% | Reduce -37.6% | 166 | $19K |
| Park Place Capital Corp | 0.01% | No change | 160 | $19K |
| Independence Bank of Kentucky | 0.00% | New | 155 | $18K |
| 10Elms LLP | 0.02% | No change | 151 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $17K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 135 | $16K |
| WestEnd Advisors, LLC | 0.00% | Reduce -95.8% | 133 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 129 | $15K |
| Fortis Group Advisors, LLC | 0.00% | No change | 126 | $15K |
| West Paces Advisors Inc. | 0.00% | Reduce -50.0% | 125 | $14K |
| Financial Freedom, LLC | 0.01% | No change | 119 | $14K |
| Darwin Wealth Management, LLC | 0.00% | No change | 117 | $14K |
| Bruce G. Allen Investments, LLC | 0.01% | Add +0.9% | 116 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.8% | 115 | $13K |
| Dunhill Financial, LLC | 0.01% | New | 115 | $13K |
| Whittier Trust Co. | 0.00% | No change | 113 | $13K |
| Curio Wealth, LLC | 0.01% | Reduce -99.1% | 1 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $13K |
| Red Tortoise LLC | 0.01% | No change | 110 | $13K |
| Bellevue Asset Management, LLC | 0.01% | No change | 110 | $13K |
| Keystone Financial Group, Inc. | 0.01% | Reduce -53.1% | 107 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 93 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 92 | $11K |
| Wiser Advisor Group LLC | 0.01% | No change | 81 | $9K |
| AlphaCore Capital LLC | 0.00% | New | 80 | $9K |
| First Financial Corp. | 0.00% | No change | 79 | $9K |
| Caldwell Trust Co | 0.00% | Add +79.5% | 79 | $9K |
| Horizon Investments, LLC | 0.00% | No change | 76 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -38.8% | 74 | $9K |
| PayPay Securities Corp | 0.49% | Reduce -15.1% | 73 | $9K |
| Friedenthal Financial | 0.00% | No change | 66 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 54 | $6K |
| Abound Wealth Management | 0.00% | Add +92.6% | 52 | $6K |
| Davis Capital Management | 0.00% | No change | 48 | $6K |
| North Capital, Inc. | 0.00% | — | 41 | $5K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 40 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -9.3% | 39 | $5K |
| 4Thought Financial Group Inc. | 0.00% | Add +65.2% | 38 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | New | 38 | $4K |
| Evergreen Private Wealth LLC | 0.00% | New | 38 | $4K |
| Coastline Trust Co | 0.00% | No change | 30 | $3K |
| Virtus Advisers, LLC | 0.00% | New | 29 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $3K |
| Gold Investment Management Ltd. | 0.00% | Reduce -84.1% | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 17 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 16 | $2K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -73.3% | 16 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 15 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 14 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 10 | $1K |
| Centerpoint Advisors, LLC | 0.00% | New | 7 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 11 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 8 | $928 |
| Front Row Advisors LLC | 0.00% | Reduce -68.2% | 7 | $812 |
| Nvwm, LLC | 0.00% | No change | 5 | $606 |
| Albion Financial Group | 0.00% | No change | 2 | $238 |
| New Millennium Group LLC | 0.00% | No change | 2 | $232 |
| Main Street Group, LTD | 0.00% | No change | 1 | $116 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -99.8% | 1 | $116 |
| Proathlete Wealth Management LLC | 0.00% | New | 1 | $116 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $113 |
| Texas Treasury Safekeeping Trust Co. | 0.00% | Reduce -100.0% | 1 | $0 |
"% 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.