Vanguard Tot World STK ETFVTETF

13F holders, Q1 2025 (March 31)
1,019holders +3
79new positions
69sold out
5famous investors
$114.64avg. 13F price*

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

InstitutionsTotal Value
New Positions79$96.8M
Exits69$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.