Vanguard Tot World STK ETFVTETF

13F holders, Q2 2025 (June 30)
1,032holders +13
78new positions
63sold out
6famous investors
$128.51avg. 13F price*

At the end of Q2 2025, 1,032 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 13 from Q1 2025. 78 opened new positions and 63 sold out. The largest holders were Cambridge Associates LLC /Ma/ ($714.1M), Morgan Stanley ($641.2M) and Schroder Investment Management Group ($474.0M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Vanguard Tot World STK ETF
CUSIP
922042742
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions78$145.0M
Exits63$103.0M

All 13F filers, Q1 2025 → Q2 2025: 10,378,036 shares bought and 10,386,373 shares sold, net −8,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,032 holders

Cambridge Associates LLC /Ma/ 15.73% Add +16.0% 5,554,415 $714.1M
Morgan Stanley 0.04% Add +6.8% 4,989,108 $641.2M
Schroder Investment Management Group 0.40% Add +67.0% 3,688,285 $474.0M
US Bancorp \de 0.45% Add +4.3% 2,769,081 $355.9M
Northern Trust Corp. 0.05% Add +1.9% 2,617,971 $336.5M
Bank of America Corp. 0.03% Reduce -1.0% 2,504,103 $321.8M
Northwestern Mutual Wealth Management Co. 0.23% Add +5.9% 2,402,173 $308.7M
Brandywine Trust Co. 44.21% Add +5.0% 2,251,911 $289.4M
Royal Bank of Canada 0.05% Add +4.9% 2,149,522 $276.3M
Rockefeller Capital Management L.P. 0.56% Reduce -8.4% 1,973,426 $253.6M
UBS Group AG 0.05% Add +5.4% 1,707,993 $219.5M
Alliancebernstein L.P. 0.07% Add +29.1% 1,622,119 $208.5M
Lockheed Martin Investment Management Co. 7.49% Add +211.9% 1,595,000 $205.0M
Jane Street Group, LLC 0.32% Reduce -33.3% 1,504,752 $193.4M
Envestnet Portfolio Solutions, Inc. 0.63% Add +3.7% 1,338,338 $172.0M
Nepc LLC 4.31% No change 1,326,000 $170.4M
Angeles Wealth Management, LLC 11.67% Add +3.0% 1,324,258 $170.2M
Envestnet Asset Management Inc. 0.04% Add +23.4% 1,184,228 $152.2M
Wells Fargo & Company 0.03% Add +12.7% 1,104,270 $141.9M
Cerity Partners OCIO LLC 7.77% Reduce -12.7% 1,091,185 $140.2M
LPL Financial LLC 0.04% Add +3.7% 982,296 $126.2M
Prime Buchholz LLC 39.32% Reduce -1.6% 957,705 $123.1M
Allianz Asset Management GmbH 0.15% Add +76.8% 879,620 $113.0M
Van Eck Associates Corp. 0.12% Reduce -41.8% 815,502 $104.8M
Barings LLC 2.43% Add +285.4% 789,847 $101.5M
Cresset Asset Management, LLC 0.49% Add +4.9% 759,847 $97.7M
SBI Securities Co., Ltd. 2.79% Reduce -0.3% 754,831 $97.0M
Tiff Advisory Services, LLC 22.51% Reduce -39.5% 739,672 $95.1M
Bank of Nova Scotia 0.19% Reduce -68.0% 701,674 $90.2M
Zhang Financial LLC 4.12% Add +12.4% 694,534 $89.3M
Wind River Trust Co 35.13% Reduce -0.7% 681,693 $87.6M
Raymond James Financial Inc. 0.03% Add +2.7% 678,082 $87.1M
Ameriprise Financial Inc. 0.02% Add +9.0% 676,985 $87.0M
Mariner, LLC 0.13% Reduce -11.5% 674,564 $86.7M
DC Investments Management, LLC 35.73% Add +84.3% 667,054 $85.7M
Partners Capital Investment Group, LLP 3.35% Reduce -73.3% 645,450 $83.0M
Corient Private Wealth LP 0.10% Add +7.3% 604,423 $77.7M
Cetera Investment Advisers 0.13% Add +11.3% 595,455 $76.5M
Sageworth Trust Co 4.20% Reduce -0.5% 589,674 $75.8M
HighTower Advisors, LLC 0.08% Add +9.6% 523,807 $67.3M
JPMorgan Chase & Co. 0.00% Add +25.3% 521,529 $67.0M
OneDigital Investment Advisors LLC 0.74% Add +3.4% 517,714 $66.5M
Vernal Point Advisors, LLC 38.18% Add +8.2% 509,308 $65.5M
TLT Family Holdco ULC 5.13% — 505,000 $64.9M
Inscription Capital, LLC 9.13% Reduce -7.5% 492,626 $63.3M
Bleakley Financial Group, LLC 1.54% Add +1.4% 470,652 $60.5M
Evoke Wealth, LLC 1.41% Reduce -4.1% 468,056 $60.2M
Fort Washington Investment Advisors Inc. 0.34% Reduce -4.6% 452,769 $58.2M
Commonwealth Equity Services, LLC 0.07% Add +3.0% 442,004 $56.8M
Goldman Sachs Group Inc. 0.01% Add +8.7% 440,300 $56.6M
Madrone Advisors, LLC 7.86% Reduce -65.2% 440,016 $56.6M
SCS Capital Management LLC 0.62% Add +9.6% 437,831 $56.3M
Yarbrough Capital, LLC 1.79% No change 390,377 $50.2M
Bank Julius Baer & Co. Ltd, Zurich 0.14% Add +15.7% 373,263 $48.0M
Cerity Partners LLC 0.08% Add +3.2% 358,046 $46.0M
WJ Interests, LLC 19.37% Reduce -1.0% 352,318 $45.3M
National Bank of Canada 0.05% Add +22.0% 342,209 $44.0M
Creative Planning 0.04% Add +9.5% 333,001 $42.8M
BIP Wealth, LLC 2.62% Reduce -0.2% 331,176 $42.6M
Simon Quick Advisors, LLC 2.11% Reduce -8.8% 324,913 $41.8M
McKinley Carter Wealth Services, Inc. 2.26% Add +10.8% 317,019 $40.7M
Global Endowment Management, LP 5.17% Add +1.0% 302,086 $38.8M
Strategic Blueprint, LLC 1.90% Add +13.5% 300,584 $38.6M
Brighton Jones LLC 1.01% Add +5.0% 289,399 $37.2M
Prentice Wealth Management LLC 8.94% Reduce -0.1% 264,860 $34.0M
University of Chicago 27.94% Reduce -8.6% 255,417 $32.8M
Brown Advisory Inc. 0.04% Add +14.8% 254,767 $32.7M
Stratos Wealth Partners, LTD. 0.45% Add +852.5% 254,422 $32.7M
Osaic Holdings, Inc. 0.06% Add +9.3% 241,982 $31.1M
Retirement Capital Strategies 12.09% New 237,425 $30.5M
Focus Partners Wealth 0.06% Add +20.0% 225,683 $29.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.26% Add +268.8% 222,800 $28.6M
Evelyn Partners Asset Management Ltd 7.04% Reduce -7.6% 215,976 $27.8M
Mather Group, Llc. 0.30% Add +0.1% 215,884 $27.7M
MML Investors Services, LLC 0.08% Add +14.7% 213,298 $27.4M
Seldon Capital LP 11.90% Add +182.1% 213,135 $27.4M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +38.0% 211,267 $27.2M
Bessemer Group Inc. 0.04% Add +6.4% 210,792 $27.1M
Ethos Financial Group, LLC 2.33% Add +7.5% 210,387 $27.0M
Accredited Investors Inc. 1.54% Reduce -5.9% 202,561 $26.0M
Laird Norton Wetherby Wealth Management, LLC 1.15% — 200,372 $25.8M
GoalFusion Wealth Management, LLC 13.09% Reduce -0.8% 198,256 $25.5M
Jones Financial Companies LLLP 0.02% Add +36.5% 198,008 $25.3M
Mesirow Financial Investment Management, Inc. 0.49% Add +8.2% 195,441 $25.1M
Coldstream Capital Management Inc. 0.39% Add +2.1% 184,728 $23.7M
Wealthspire Advisors, LLC 0.13% Reduce -56.0% 183,440 $23.6M
FSM Wealth Advisors, LLC 3.81% Add +14.7% 182,134 $23.4M
Stifel Financial Corp. 0.02% Add +41.4% 180,348 $23.2M
Clearstead Advisors, LLC 0.33% Reduce -1.3% 180,161 $23.2M
Heritage Wealth Advisors 1.09% Add +8.6% 178,195 $22.9M
AA Financial Advisors, LLC 4.87% Add +12.4% 176,001 $22.6M
Weil Company, Inc. 5.92% Add +121.2% 174,526 $22.4M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 172,495 $22.2M
Wealth Architects, LLC 2.12% Add +0.6% 162,081 $20.8M
Moneta Group Investment Advisors LLC 0.25% Add +1.5% 160,175 $20.6M
Lido Advisors, LLC 0.11% Add +3.4% 157,887 $20.3M
Fisher Asset Management 0.01% Add +18.4% 151,772 $19.5M
St. Louis Trust Co 2.49% Add +6.4% 145,219 $18.7M
Private Advisor Group, LLC 0.10% Add +7.2% 144,683 $18.6M
Glenmede Investment Management, LP 0.09% — 140,092 $18.0M
Lanham O'Dell & Company, Inc. 7.58% New 139,617 $17.9M
Mercer Global Advisors Inc. 0.04% Add +35.3% 138,266 $17.8M
Legal & General Group Plc 0.00% New 137,915 $17.6M
NorthCoast Asset Management LLC 0.08% Reduce -5.8% 136,607 $17.6M
Evanson Asset Management, LLC 1.09% Add +0.3% 136,126 $17.5M
Coyle Financial Counsel LLC 4.49% Add +5.2% 130,561 $16.8M
Hoge Financial Services, LLC 10.31% Add +1.4% 128,844 $16.6M
Stratos Wealth Advisors, LLC 0.86% Add +4.7% 127,138 $16.3M
Wealth Management Nebraska 2.20% Reduce -6.5% 126,869 $16.2M
Vanguard Group Inc. 0.00% Reduce -0.2% 124,787 $16.0M
Cambridge Investment Research Advisors, Inc. 0.05% Add +6.4% 123,306 $15.8M
Red Wave Investments LLC 5.17% Add +0.9% 122,316 $15.7M
DHK Financial Advisors, Inc. 9.04% Add +0.3% 122,314 $15.7M
DORVAL Corp 5.56% Add +0.4% 120,975 $15.5M
M&T Bank Corp 0.05% Reduce -0.6% 116,766 $15.0M
Summit Trail Advisors, LLC 0.26% New 116,710 $15.0M
South Dakota Investment Council 0.28% Add +453.3% 115,591 $14.9M
Wealthfront Advisers LLC 0.04% Add +19.7% 109,124 $14.0M
Lighthouse Investment Partners, LLC 0.61% Add +28.5% 108,330 $13.9M
Pathstone Holdings, LLC 0.05% Add +11.3% 105,576 $13.6M
Three Bridge Wealth Advisors, LLC 3.54% Add +0.1% 104,619 $13.4M
Fifth Third Bancorp 0.05% Reduce -1.9% 103,523 $13.3M
Vontobel Holding Ltd. 0.04% Reduce -0.1% 103,005 $13.2M
Oxford Financial Group, LTD. LLC 0.78% Add +0.3% 102,303 $13.1M
NewEdge Wealth, LLC 0.21% Reduce -0.9% 100,170 $13.1M
BNP Paribas Financial Markets 0.01% Reduce -42.5% 101,397 $13.0M
Humankind Investments LLC 3.16% No change 101,000 $13.0M
Foster Group, Inc. 0.44% Add +4.8% 100,711 $12.9M
HB Wealth Management, LLC 0.10% Reduce -4.3% 100,074 $12.9M
Okabena Investment Services Inc. 2.85% Add +1.4% 99,750 $12.8M
Consilio Wealth Advisors, LLC 4.52% Reduce -35.2% 99,048 $12.7M
Banco Santander, S.A. 0.12% Reduce -22.8% 96,995 $12.5M
Smartleaf Asset Management LLC 1.07% Add +5.0% 94,881 $12.1M
Sivia Capital Partners, LLC 4.09% Add +27.3% 93,445 $12.0M
Bridgewater Advisors Inc. 0.90% Reduce -0.5% 90,665 $11.9M
FMR LLC 0.00% Add +20.8% 92,439 $11.9M
Avantax Advisory Services, Inc. 0.07% Add +9.9% 91,983 $11.8M
Disciplina Capital Management LLC 1.49% Add +0.3% 91,428 $11.8M
Orcam Financial Group 10.17% Add +1.3% 91,097 $11.7M
Rathbones Group PLC 0.05% Reduce -18.5% 88,618 $11.4M
WBH Advisory Inc. 0.95% Reduce -18.4% 87,155 $11.2M
Choate Investment Advisors 0.24% Add +1.2% 86,870 $11.2M
NYL Investors LLC 3.21% Add +3.9% 86,734 $11.1M
Choreo, LLC 0.15% Add +9.3% 86,156 $11.1M
Frisch Financial Group, Inc. 2.71% Add +3.8% 86,038 $11.1M
Comerica Bank 0.04% Reduce -3.4% 85,831 $11.0M
Aspen Grove Capital, LLC 1.83% Reduce -17.6% 83,873 $10.8M
Long Island Wealth Management, Inc. 5.52% Add +533.5% 82,652 $10.6M
Leavell Investment Management, Inc. 0.46% Add +0.9% 80,183 $10.3M
Bank of Montreal 0.01% Reduce -13.5% 78,426 $10.1M
Truist Financial Corp. 0.01% Add +10.1% 75,600 $9.7M
Gotham Asset Management 0.06% Add +17.4% 75,548 $9.7M
United Capital Financial Advisors, LLC 0.08% Reduce -14.3% 73,847 $9.5M
Quantinno Capital Management LP 0.04% Reduce -2.2% 72,759 $9.4M
Compass Ion Advisors, LLC 1.00% Add +22.6% 71,594 $9.2M
Sequoia Financial Advisors, LLC 0.06% Add +5.9% 70,870 $9.1M
Seven Post Investment Office LP 3.40% Add +0.1% 70,254 $9.0M
Laird Norton Wetherby Trust Company, LLC 1.23% No change 69,880 $9.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +14.9% 67,769 $8.8M
Financial Symmetry Inc 4.42% Reduce -1.2% 66,666 $8.6M
Natixis Advisors, LLC 0.01% Reduce -36.6% 64,833 $8.3M
Stonehage Fleming Financial Services Holdings Ltd 0.24% Add +218.7% 64,220 $8.3M
Benjamin Edwards Inc. 0.10% Add +43.6% 63,771 $8.2M
Joel Isaacson & Co., LLC 0.32% Add +3.8% 62,141 $8.0M
Investments & Financial Planning, LLC 4.59% Reduce -0.2% 62,009 $8.0M
Intelligent Financial Strategies 4.19% Add +172.7% 61,365 $7.9M
Rwa Wealth Partners, LLC 0.10% Add +8.4% 61,214 $7.9M
Capitolis Liquid Global Markets LLC 0.06% New 61,200 $7.9M
Nisa Investment Advisors, LLC 0.04% Reduce -0.6% 60,988 $7.8M
GeoWealth Management, LLC 0.30% Reduce -4.0% 60,584 $7.8M
Belpointe Asset Management LLC 0.32% Add +9.6% 60,304 $7.8M
SYM FINANCIAL Corp 0.87% Add +1.7% 60,216 $7.7M
Almanack Investment Partners, LLC. 1.20% Reduce -14.9% 58,825 $7.6M
Barry Investment Advisors, LLC 1.86% Reduce -0.0% 58,279 $7.5M
Fiduciary Trust Co 0.09% No change 56,948 $7.3M
Walter & Keenan Wealth Management LLC /in/ 2.10% Reduce -0.9% 56,220 $7.2M
Manchester Capital Management LLC 0.94% Reduce -30.2% 55,867 $7.2M
Robertson Stephens Wealth Management, LLC 0.25% Reduce -6.5% 55,798 $7.2M
PDS Planning, Inc 0.53% Add +2.6% 55,681 $7.2M
Galilei Investment Office LLP 3.59% Reduce -4.1% 54,900 $7.1M
Atlas Capital Advisors Inc. 0.86% Reduce -7.2% 54,897 $7.1M
Beacon Pointe Advisors, LLC 0.07% Add +1.4% 54,283 $7.0M
Myecfo, LLC 3.41% Add +0.1% 54,096 $7.0M
Sanctuary Advisors, LLC 0.04% Reduce -1.6% 53,639 $6.9M
Evelyn Partners Investment Management Services Ltd 1.03% Reduce -6.9% 53,292 $6.8M
Concurrent Investment Advisors, LLC 0.13% Add +18.8% 52,094 $6.7M
Westmount Partners, LLC 1.84% Add +6.5% 51,999 $6.7M
Waverly Advisors, LLC 0.07% Add +2.9% 51,754 $6.7M
Old Second National Bank of Aurora 1.42% Add +72.9% 50,652 $6.5M
Dorsey & Whitney Trust CO LLC 0.34% No change 50,305 $6.5M
Intergy Private Wealth, LLC 2.20% Add +0.2% 50,206 $6.5M
NWF Advisory Services Inc. 0.76% Add +0.7% 49,836 $6.4M
Heritage Investment Group, Inc. 1.10% Add +4.5% 49,673 $6.4M
Perigon Wealth Management, LLC 0.15% Add +1.1% 49,597 $6.4M
Fifth Third Securities, Inc. 0.46% Add +0.7% 47,783 $6.1M
Waldron Private Wealth LLC 0.26% Add +1.7% 46,990 $6.0M
Stephens Inc. 0.08% Add +8.5% 46,944 $6.0M
Kestra Advisory Services, LLC 0.03% Add +10.3% 46,929 $6.0M
ICONIQ Capital, LLC 0.10% Add +0.2% 46,521 $6.0M
Apollon Wealth Management, LLC 0.12% Add +5.9% 46,503 $6.0M
&partners 0.05% Add +29.2% 45,901 $5.9M
Alta Advisers Ltd 2.10% New 62,875 $5.9M
Janney Montgomery Scott LLC 0.02% Add +7.5% 45,232 $5.8M
Lakewood Asset Management LLC 3.88% Add +3.1% 45,158 $5.8M
Twin Focus Capital Partners, LLC 0.81% Add +3.0% 45,063 $5.8M
Ieq Capital, LLC 0.04% Reduce -3.0% 44,984 $5.8M
Valeo Financial Advisors, LLC 0.14% Add +1.9% 44,785 $5.8M
Breakwater Investment Management 2.22% Reduce -1.1% 44,612 $5.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -0.1% 44,069 $5.7M
Merit Financial Group, LLC 0.06% Add +93.4% 43,777 $5.6M
Donor Advised Charitable Giving, Inc. 0.11% No change 43,400 $5.6M
Destiny Wealth Partners, LLC 0.75% Reduce -0.4% 43,153 $5.5M
Integrated Wealth Concepts LLC 0.06% Add +7.4% 42,939 $5.5M
Diversified Trust Co. 0.12% Add +13.4% 42,919 $5.5M
Arbor Investment Advisors, LLC 0.70% Add +5.0% 42,699 $5.5M
Captrust Financial Advisors 0.01% Add +24.9% 41,940 $5.4M
Wedmont Private Capital 0.23% Add +9.9% 41,344 $5.4M
Bluespring Wealth Management, LLC 0.51% Reduce -0.8% 41,641 $5.4M
Studio Investment Management LLC 1.07% Add +3.3% 41,321 $5.3M
McMill Wealth Management 1.74% Reduce -5.1% 41,026 $5.3M
Addison Capital Co 1.83% Add +11.3% 40,890 $5.3M
NavPoint Financial, Inc. 3.15% Add +1.2% 40,617 $5.2M
BlackRock, Inc. 0.00% Reduce -43.9% 40,612 $5.2M
Security National Bank of So Dak 2.80% Reduce -1.3% 40,045 $5.1M
Sovran Advisors, LLC 0.54% Add +204.1% 39,823 $5.1M
Planning Directions Inc. 2.89% Reduce -6.8% 39,913 $5.1M
Ancora Advisors LLC 0.11% Reduce -2.8% 39,854 $5.1M
EverSource Wealth Advisors, LLC 0.23% Add +11.3% 39,735 $5.1M
Citigroup Inc. 0.00% Reduce -10.7% 39,695 $5.1M
Apella Capital, LLC 0.13% Add +11.8% 38,695 $5.0M
Omnitrust Wealth Management, Inc 5.84% — 31,548 $5.0M
Kingsview Wealth Management, LLC 0.08% Reduce -0.9% 38,084 $4.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.97% Reduce -1.3% 37,979 $4.9M
Cibc World Market Inc. 0.01% Add +8.7% 37,902 $4.9M
MAI Capital Management 0.03% Reduce -0.6% 37,842 $4.9M
Northstar Group, Inc. 0.78% Add +0.9% 37,365 $4.8M
Compass Advisory Group LLC 1.51% Reduce -15.2% 37,206 $4.8M
Stokes Family Office, LLC 0.50% Reduce -9.2% 36,975 $4.8M
Baker Ellis Asset Management LLC 0.65% Reduce -0.2% 36,649 $4.7M
Howard Wealth Management, LLC 2.37% Reduce -1.2% 36,461 $4.7M
Secure Asset Management, LLC 0.86% Add +18.4% 36,187 $4.7M
Steward Partners Investment Advisory, LLC 0.04% Reduce -9.1% 35,132 $4.5M
Manchester Financial Inc. 0.94% Add +3.8% 34,888 $4.5M
Parallel Advisors, LLC 0.09% Add +3.2% 34,834 $4.5M
Wealthcare Advisory Partners LLC 0.10% Add +7.6% 34,080 $4.4M
Ariel Investments 0.05% Reduce -55.3% 33,476 $4.3M
Modera Wealth Management, LLC 0.05% Add +10.6% 32,460 $4.2M
Greenline Partners, LLC 0.56% Add +0.1% 32,336 $4.2M
Blair William & Co. 0.01% Add +53.3% 32,232 $4.1M
NewEdge Advisors, LLC 0.02% Add +3.1% 32,163 $4.1M
Cullen/Frost Bankers, Inc. 0.05% Add +33.0% 32,084 $4.1M
Arkadios Wealth Advisors 0.12% New 31,974 $4.1M
Equity Investment Corp. 0.09% Add +0.5% 31,917 $4.1M
Van Cleef Asset Management,Inc 0.44% No change 31,471 $4.0M
Affiance Financial, LLC 0.82% Add +6.1% 31,356 $4.0M
Cwm, LLC 0.01% Add +0.2% 31,031 $4.0M
Novak & Powell Financial Services, Inc. 2.77% Add +0.8% 31,011 $4.0M
Valmark Advisers, Inc. 0.06% Add +10.8% 30,878 $4.0M
Endowment Wealth Management, Inc. 2.02% Reduce -16.5% 30,413 $3.9M
Mayflower Financial Advisors, LLC 0.54% Add +1.6% 30,360 $3.9M
Sarasin & Partners LLP 0.04% Add +28.0% 29,947 $3.8M
Farther Finance Advisors, LLC 0.08% Add +1.4% 29,721 $3.8M
Salomon & Ludwin, LLC 0.37% Reduce -1.9% 28,894 $3.7M
Ritholtz Wealth Management 0.08% Add +25.8% 28,934 $3.7M
O'shaughnessy Asset Management, LLC 0.03% Add +8.1% 28,548 $3.7M
Ridgewood Investments LLC 1.57% Reduce -3.3% 28,168 $3.6M
Neumann Capital Management, LLC 1.13% Add +3.1% 27,940 $3.6M
Whipplewood Advisors, LLC 1.96% Add +317.9% 27,819 $3.6M
University of Texas/Texas Am Investment Management Co. 0.56% No change 27,798 $3.6M
UMB Bank, n.a. 0.06% Reduce -0.9% 27,679 $3.6M
Sharkey, Howes & Javer 0.47% Reduce -0.6% 27,535 $3.5M
Mutual Advisors, LLC 0.09% Add +221.2% 26,610 $3.5M
Ironwood Financial, llc 0.74% No change 29,719 $3.4M
Allie Family Office LLC 1.68% Reduce -3.7% 26,332 $3.4M
River Street Advisors LLC 1.45% Add +145.8% 26,223 $3.4M
Boxwood Ventures, Inc. 4.36% No change 26,192 $3.4M
Hemington Wealth Management 0.49% Reduce -1.2% 26,188 $3.4M
W1M Asset Management Ltd 0.25% Add +9.1% 26,074 $3.4M
Seamount Financial Group Inc. 1.72% Add +17.8% 25,987 $3.3M
GC Wealth Management RIA, LLC 0.27% Add +3.7% 25,986 $3.3M
Readystate Asset Management LP 0.25% New 25,783 $3.3M
J.W. Cole Advisors, Inc. 0.07% Add +14.2% 25,514 $3.3M
Americana Partners, LLC 0.11% Reduce -0.2% 25,333 $3.3M
SilverOak Wealth Management LLC 0.61% Reduce -0.8% 25,287 $3.2M
Royal Fund Management, LLC 0.34% Add +3.7% 25,033 $3.2M
Bernzott Capital Advisors 1.61% Add +2.0% 24,597 $3.2M
Insigneo Advisory Services, LLC 0.27% Add +0.7% 24,266 $3.1M
Coston, McIsaac & Partners 0.80% Reduce -0.2% 24,145 $3.1M
Independent Financial Group, LLC 0.08% Add +74.4% 23,926 $3.1M
Aspiring Ventures, LLC 1.40% No change 23,410 $3.0M
Tanager Wealth Management LLP 0.35% Add +0.2% 23,393 $3.0M
Windsor Advisory Group, LLC 4.26% Reduce -65.4% 23,365 $3.0M
Cura Wealth Advisors, LLC 1.38% Add +8.3% 23,044 $3.0M
Capital International Investors 0.00% Reduce -3.8% 22,986 $2.9M
Signaturefd, LLC 0.05% Reduce -8.7% 22,560 $2.9M
Fiducient Advisors LLC 0.35% Add +16.1% 22,314 $2.9M
Jasper Ridge Partners, L.P. 0.07% Reduce -22.0% 22,165 $2.8M
Curi Capital, LLC 0.05% New 21,980 $2.8M
Focus Partners Advisor Solutions, LLC 0.04% Add +16.7% 21,957 $2.8M
BBR Partners, LLC 0.17% New 21,566 $2.8M
Symmetry Partners, LLC 0.34% Reduce -9.7% 21,549 $2.8M
Bangor Savings Bank 0.25% No change 21,500 $2.8M
Pictet North America Advisors SA 0.28% Reduce -76.6% 21,437 $2.8M
Franklin Resources Inc. 0.00% Add +0.0% 21,418 $2.8M
Midwestern Financial, LLC 2.55% — 21,156 $2.7M
LongView Wealth Management 0.82% Add +26.4% 21,034 $2.7M
Comprehensive Wealth Management, LLC 2.18% New 21,018 $2.7M
Wealthstream Advisors, Inc. 0.43% Add +0.1% 20,335 $2.6M
West Family Investments, Inc. 0.67% No change 19,290 $2.6M
Betterment LLC 0.01% Reduce -6.5% 19,832 $2.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +6.1% 19,821 $2.5M
Freestone Capital Holdings, LLC 0.09% Reduce -0.2% 19,769 $2.5M
VestGen Advisors, LLC 0.10% No change 19,752 $2.5M
HT Partners LLC 0.77% Reduce -19.5% 19,658 $2.5M
Fort Point Capital Partners LLC 0.25% New 19,630 $2.5M
Hartmann Taylor Wealth Management, LLC 2.04% Add +1.9% 19,030 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Add +1.8% 18,877 $2.4M
Harbour Investments, Inc. 0.06% Add +21.1% 18,874 $2.4M
Compass Capital Corp. /Ma/ 1.13% Reduce -4.5% 21,436 $2.4M
Snowden Capital Advisors LLC 0.07% Add +0.1% 18,615 $2.4M
Bank Hapoalim BM 0.34% Add +14.8% 18,473 $2.4M
Efficient Advisors, LLC 0.14% Add +4.7% 18,366 $2.4M
Strategic Family Wealth Counselors, L.L.C. 0.67% Add +24.0% 18,346 $2.4M
Synovus Financial Corp. 0.03% Reduce -8.0% 18,257 $2.3M
AlphaCore Capital LLC 0.09% Add +22513.8% 18,091 $2.3M
Balentine LLC 0.09% Add +2.0% 17,860 $2.3M
Scotia Capital Inc. 0.01% Add +95.1% 17,830 $2.3M
Daymark Wealth Partners, LLC 0.09% Add +0.3% 17,808 $2.3M
Sowell Financial Services LLC 0.09% Add +1.5% 17,558 $2.3M
Renaissance Technologies 0.00% New 17,300 $2.2M
Cutler Investment Counsel LLC 0.25% Add +1.8% 17,243 $2.2M
Annis Gardner Whiting Capital Advisors, LLC 0.77% Add +4.2% 17,211 $2.2M
Edmond DE Rothschild Holding S.A. 0.03% No change 17,000 $2.2M
Citizens Financial Group Inc. 0.03% Reduce -13.0% 16,884 $2.2M
Astoria Strategic Wealth, Inc. 0.59% Add +0.7% 16,861 $2.2M
First Pacific Advisors, LP 0.03% Add +3.3% 16,777 $2.2M
Neuberger Berman Group LLC 0.00% No change 16,683 $2.1M
Ewa, LLC 0.67% Reduce -0.4% 16,653 $2.1M
CX Institutional 0.07% Add +0.0% 16,655 $2.1M
First Citizens Bank & Trust Co. 0.04% No change 16,575 $2.1M
Thompson Investment Management, Inc. 0.30% Reduce -1.1% 16,560 $2.1M
Wilson & Boucher Capital Management, LLC 1.46% Add +11.7% 16,302 $2.1M
SC&H Financial Advisors, Inc. 0.36% Reduce -1.0% 16,219 $2.1M
Leo Wealth, LLC 0.16% Add +12.6% 16,189 $2.1M
Presilium Private Wealth, LLC 0.42% Add +1.2% 16,136 $2.1M
LBMC Investment Advisors, LLC 0.15% Reduce -2.9% 16,076 $2.1M
BSW Wealth Partners 0.28% Add +3.6% 16,049 $2.1M
HTG Investment Advisors, Inc. 0.76% Add +3.8% 15,881 $2.0M
CIBC Private Wealth Group LLC 0.00% No change 15,854 $2.0M
180 Wealth Advisors, LLC 0.28% Reduce -0.6% 15,674 $2.0M
Wedbush Securities Inc. 0.07% Add +0.1% 15,603 $2.0M
HRC Wealth Management, LLC 1.06% Reduce -1.5% 15,406 $2.0M
D.A. Davidson & Co. 0.01% Add +2.8% 15,386 $2.0M
Spire Wealth Management 0.07% Reduce -31.9% 15,320 $2.0M
Barclays PLC 0.00% No change 15,050 $1.9M
Verus Financial Partners, Inc. 0.19% Add +0.9% 14,736 $1.9M
AlTi Global, Inc. 0.05% Reduce -0.2% 14,851 $1.9M
CFS Investment Advisory Services, LLC 0.15% Add +4.5% 14,723 $1.9M
Tidal Investments LLC 0.01% Reduce -8.9% 14,674 $1.9M
Investment Planning Advisors, Inc. 0.66% Add +10.4% 14,542 $1.9M
Levin Capital Strategies, L.P. 0.18% No change 14,345 $1.8M
Creekside Partners 0.86% Add +0.0% 14,154 $1.8M
Fingerlakes Wealth Management, Inc. 1.35% Add +0.5% 14,030 $1.8M
AllSquare Wealth Management LLC 1.01% Reduce -3.9% 14,013 $1.8M
Breed's Hill Capital LLC 0.86% Add +0.0% 13,979 $1.8M
Flagship Harbor Advisors, LLC 0.08% Reduce -8.6% 13,818 $1.8M
Cornerstone Financial Group, LLC 1.49% Reduce -0.1% 13,596 $1.7M
Redmond Asset Management, LLC 0.41% Add +2.4% 13,384 $1.7M
XY Planning Network, Inc. 0.58% Add +365.6% 13,238 $1.7M
Waddell & Associates, LLC 0.18% Reduce -0.1% 13,229 $1.7M
Venture Visionary Partners LLC 0.06% Add +71.5% 13,212 $1.7M
Chicago Partners Investment Group LLC 0.05% Reduce -0.4% 12,814 $1.7M
Morningstar Investment Management LLC 0.15% Reduce -47.5% 13,150 $1.7M
Silver Oak Advisory Group, Inc. 0.82% Add +3.1% 13,148 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Add +8.8% 13,048 $1.7M
Sagespring Wealth Partners, LLC 0.04% Add +79.7% 12,935 $1.7M
Silver Coast Investments LLC 0.60% New 12,894 $1.7M
Texas Yale Capital Corp. 0.05% Add +0.4% 12,868 $1.7M
Columbus Macro, LLC 0.20% Reduce -47.0% 12,834 $1.6M
Kingswood Wealth Advisors, LLC 0.13% Add +4.1% 12,817 $1.6M
Cary Street Partners Financial LLC 0.05% Add +6.2% 12,683 $1.6M
Warren Street Wealth Advisors, LLC 0.54% Reduce -0.5% 12,664 $1.6M
Murphy & Mullick Capital Management Corp 1.31% Add +7.7% 12,443 $1.6M
Shade Tree Advisors LLC 1.41% Add +0.1% 12,505 $1.6M
Stonebridge Financial Group, LLC 0.16% Reduce -9.1% 12,497 $1.6M
L.K. Benson & Company, P.C. 0.98% Add +2.4% 12,410 $1.6M
Evercore Wealth Management, LLC 0.02% Add +5.7% 12,399 $1.6M
Triangle Securities Wealth Management 0.39% Add +1.3% 12,389 $1.6M
Old Mission Capital LLC 0.04% New 12,197 $1.6M
Atria Wealth Solutions, Inc. 0.03% Reduce -72.2% 11,767 $1.5M
Headlands Technologies LLC 0.18% Reduce -0.2% 11,527 $1.5M
HFM Investment Advisors, LLC 0.65% Reduce -99.0% 11,437 $1.5M
Graves Light Lenhart Wealth, Inc. 0.17% Add +0.2% 11,363 $1.5M
Abacus Planning Group, Inc. 0.22% Add +14.1% 11,304 $1.5M
Verity Asset Management, Inc. 0.69% New 11,268 $1.4M
Focus Financial Network, Inc. 0.06% Add +2.7% 11,055 $1.4M
Gladstone Institutional Advisory LLC 0.06% Add +9.8% 11,044 $1.4M
MidAtlantic Capital Management, Inc. 1.01% Add +6.5% 11,040 $1.4M
Nicholson Meyer Capital Management, Inc. 1.20% Add +96.8% 11,013 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -6.7% 10,919 $1.4M
Tudor Investment Corporation 0.01% New 10,819 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -5.4% 10,782 $1.4M
Debussy Capital Management LP 0.21% Reduce -25.5% 10,770 $1.4M
Sellwood Investment Partners LLC 0.66% New 10,726 $1.4M
EP Wealth Advisors, LLC 0.01% Reduce -5.2% 10,701 $1.4M
Brookwood Investment Group LLC 0.22% Reduce -10.2% 10,686 $1.4M
Fortis Capital Advisors, LLC 0.25% Reduce -5.7% 10,675 $1.4M
Silverlake Wealth Management LLC 0.40% New 10,672 $1.4M
New Capital Management LP 0.38% Reduce -2.8% 10,662 $1.4M
CW Advisors, LLC 0.01% Add +27.9% 10,600 $1.4M
Patriot Investment Management Group, Inc. 0.09% Reduce -4.0% 10,564 $1.4M
CGN Advisors LLC 0.12% Add +0.0% 10,540 $1.4M
Sax Wealth Advisors, LLC 0.08% Reduce -13.0% 10,416 $1.3M
Sage Investment Counsel LLC 1.54% Add +1.6% 10,355 $1.3M
Financial Management Professionals, Inc. 0.15% New 10,346 $1.3M
Trellis Wealth Advisors LLC 0.58% Add +0.0% 10,314 $1.3M
Blue Edge Capital, LLC 0.20% Reduce -2.0% 10,305 $1.3M
Manuka Financial, LLC 0.72% Add +6.0% 10,266 $1.3M
GenTrust, LLC 0.06% Reduce -0.8% 10,260 $1.3M
Brand Asset Management Group, Inc. 0.49% Reduce -7.0% 10,206 $1.3M
Rockingstone Advisors LLC 0.69% Add +1.1% 10,187 $1.3M
Drystone LLC 1.20% Add +57.7% 10,167 $1.3M
Austin Wealth Management, LLC 0.23% Reduce -64.9% 10,003 $1.3M
RBF Capital, LLC 0.06% No change 10,000 $1.3M
Tudor Financial Inc. 0.72% Add +7.3% 9,880 $1.3M
Keybank National Association 0.00% Add +65.1% 9,794 $1.3M
Tortoise Investment Management, LLC 0.12% Add +0.5% 9,739 $1.3M
Compass Financial Group, INC 0.20% Reduce -0.2% 9,715 $1.2M
AQR Capital Management 0.00% Add +60.5% 9,704 $1.2M
Viewpoint Investment Partners Corp. 0.68% Add +16.9% 9,700 $1.2M
JFS Wealth Advisors, LLC 0.08% No change 9,617 $1.2M
Roehl & Yi Investment Advisors, LLC 0.63% Add +9.4% 9,572 $1.2M
Hubbell Strickland Wealth Management, LLC 0.54% Reduce -5.6% 9,551 $1.2M
Savant Capital, LLC 0.01% Add +35.8% 9,546 $1.2M
FF Advisors,LLC 0.63% No change 9,507 $1.2M
Simplicity Wealth,LLC 0.05% New 9,462 $1.2M
Asset Management Group, Inc. 0.21% Add +0.5% 9,430 $1.2M
Two Sigma Securities, LLC 0.15% Reduce -55.9% 9,364 $1.2M
DRW Securities, LLC 0.08% New 9,314 $1.2M
Foundations Investment Advisors, LLC 0.02% New 9,331 $1.2M
Schrum Private Wealth Management LLC 0.95% Add +17.1% 9,260 $1.2M
Great Valley Advisor Group, Inc. 0.03% Reduce -86.0% 9,242 $1.2M
Charter Oak Capital Management, LLC 0.10% Add +300.4% 9,196 $1.2M
Tocqueville Asset Management L.P. 0.02% Add +1.9% 9,196 $1.2M
Cobblestone Capital Advisors LLC 0.06% Reduce -16.7% 9,168 $1.2M
Mission Wealth Management, LP 0.03% Reduce -1.4% 9,111 $1.2M
Kathleen S. Wright Associates Inc. 0.46% Reduce -3.0% 9,072 $1.2M
Windward Private Wealth Management Inc. 0.42% Add +4.5% 9,037 $1.2M
Kathmere Capital Management, LLC 0.09% Add +1.5% 9,009 $1.2M
Family Manage LLC 0.18% No change 9,006 $1.2M
Mgo One Seven LLC 0.04% Add +8.3% 8,914 $1.1M
Principle Wealth Partners LLC 0.07% No change 8,911 $1.1M
Newton One Investments LLC 0.36% Reduce -27.4% 8,788 $1.1M
GEN Financial Management, INC. 0.92% Reduce -9.2% 8,759 $1.1M
Kendall Capital Management 0.30% Add +2.5% 8,713 $1.1M
Keel Point, LLC 0.07% Add +0.3% 8,642 $1.1M
IMA Advisory Services, Inc. 0.12% Add +10.5% 9,064 $1.1M
Arlington Trust Co LLC 0.22% Reduce -19.5% 8,608 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.15% Reduce -1.4% 8,595 $1.1M
Empire Life Investments Inc. 0.07% Add +34.2% 8,573 $1.1M
Fiduciary Financial Group, LLC 0.20% Add +1.7% 8,529 $1.1M
Trevian Wealth Management LLC 0.67% Add +0.0% 8,529 $1.1M
Crestwood Advisors Group, LLC 0.02% Reduce -73.4% 8,516 $1.1M
Equitable Holdings, Inc. 0.01% Add +57.0% 8,481 $1.1M
Johnson & White Wealth Management, LLC 0.54% Add +2.9% 8,403 $1.1M
Investment House LLC 0.05% New 8,369 $1.1M
Unison Advisors LLC 0.12% Add +0.2% 8,334 $1.1M
Rothschild Investment LLC 0.07% Reduce -0.8% 8,319 $1.1M
Roundview Capital LLC 0.07% Add +3.8% 8,297 $1.1M
Successful Portfolios LLC 0.65% Add +0.5% 8,284 $1.1M
Nikulski Financial, Inc. 0.29% Reduce -0.1% 8,283 $1.1M
IHT Wealth Management, LLC 0.03% Add +50.5% 8,281 $1.1M
Catalyst Financial Partners LLC 0.12% Add +0.5% 8,272 $1.1M
New England Professional Planning Group Inc. 0.48% No change 8,259 $1.1M
Boyce & Associates Wealth Consulting, Inc. 0.97% Reduce -14.9% 8,250 $1.1M
Midwest Trust Co 0.01% — 8,234 $1.1M
SG Americas Securities, LLC 0.00% Add +78.6% 8,234 $1.1M
Benchmark Wealth Management, LLC 0.47% Reduce -5.9% 8,215 $1.1M
Global Retirement Partners, LLC 0.03% — 8,190 $1.1M
Archford Capital Strategies, LLC 0.13% No change 8,042 $1.0M
Means Investment Co., Inc. 0.10% Reduce -6.7% 8,030 $1.0M
Ackerman Capital Advisors, LLC 0.24% Reduce -0.0% 8,029 $1.0M
Versant Capital Management, Inc 0.16% Reduce -0.1% 8,028 $1.0M
Aspen Capital Management, LLC 0.29% Reduce -0.6% 7,959 $1.0M
Pine Harbor Wealth Management, LLC 0.36% No change 7,950 $1.0M
Argent Trust Co 0.04% No change 7,909 $1.0M
Brightwater Advisory LLC 0.73% Reduce -1.1% 7,887 $1.0M
Capital Group Private Client Services, Inc. 0.01% Add +5.5% 7,833 $1.0M
Five Pine Wealth Management 0.74% Add +12.3% 7,805 $1.0M
One Capital Management, LLC 0.03% Add +0.1% 7,709 $991K
TD Asset Management Inc 0.00% No change 7,663 $985K
BFI Infinity Ltd. 0.82% New 7,632 $981K
Strategy Asset Managers LLC 0.18% Add +6.7% 7,586 $975K
Dodds Wealth, LLC 0.26% Add +0.1% 7,584 $975K
Sonoma Private Wealth LLC 1.19% No change 7,560 $972K
Avior Wealth Management, LLC 0.03% Reduce -8.2% 7,526 $967K
JTC Employer Solutions Trustee Ltd 0.09% No change 7,500 $964K
Baker Avenue Asset Management, LP 0.03% Reduce -7.7% 7,499 $964K
Brown Brothers Harriman & Co. 0.01% Add +135.6% 7,480 $961K
Strait & Sound Wealth Management LLC 0.41% New 7,430 $955K
Westbourne Investments, Inc. 0.51% Reduce -1.3% 7,420 $954K
Sierra Capital LLC 0.11% Add +0.5% 7,378 $948K
Aristides Capital LLC 0.30% No change 7,371 $947K
Essex Financial Services, Inc. 0.06% Reduce -2.1% 7,359 $946K
SWP Financial LLC 0.52% Reduce -0.7% 7,357 $946K
Fiera Capital Corp 0.00% Reduce -0.2% 7,298 $938K
First PREMIER Bank 0.23% No change 7,264 $934K
Brickley Wealth Management 0.18% Reduce -0.1% 7,210 $927K
Jennison Associates LLC 0.00% Reduce -73.0% 7,206 $926K
Divergent Planning, LLC 0.27% Add +28.8% 7,200 $925K
Vista Capital Partners, Inc. 0.10% Add +13.9% 7,192 $924K
MIdWestOne Financial Group, Inc. 0.12% Add +10.9% 7,166 $921K
Farmers & Merchants Investments Inc. 0.03% No change 7,124 $916K
Y.D. More Investments Ltd 0.06% No change 7,085 $911K
Nicholas Hoffman & Company, LLC. 0.02% Add +4.7% 7,058 $907K
Ade, LLC 0.48% Reduce -0.2% 6,984 $898K
Total Wealth Planning, LLC 0.11% Reduce -39.2% 6,948 $893K
FC Advisory LLC 0.27% Add +0.5% 6,871 $883K
Strategic Investment Solutions, Inc. 0.26% Reduce -26.9% 6,757 $868K
Northwest Wealth Management, LLC 0.16% Add +6.9% 6,690 $860K
Moseley Investment Management Inc. 0.30% Add +6.7% 6,671 $857K
First Interstate Bank 0.05% Reduce -2.9% 6,650 $855K
Quadrant Capital Group LLC 0.03% Add +6.1% 6,563 $843K
Barlow Wealth Partners, LLC 0.10% No change 6,525 $843K
Rehmann Capital Advisory Group 0.05% Add +0.3% 6,518 $838K
Financial Engines Advisors L.L.C. 0.00% Reduce -43.5% 6,495 $835K
Fermata Advisors, LLC 0.22% Add +3.2% 6,439 $827K
C M Bidwell & Associates Ltd. 0.43% Add +2.0% 6,429 $826K
Ballentine Partners, LLC 0.01% Reduce -4.2% 6,394 $822K
Level Four Advisory Services, LLC 0.03% Add +1.5% 6,301 $810K
Wakefield Asset Management LLLP 0.23% No change 6,297 $809K
Principal Securities, Inc. 0.02% Add +17.0% 6,297 $809K
Cambridge Financial Group, LLC 0.30% Add +3.8% 6,295 $809K
Genus Capital Management Inc. 0.10% Add +25.0% 6,289 $808K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -79.1% 6,247 $803K
Prospera Financial Services Inc 0.01% Add +225.1% 6,242 $802K
Sage Mountain Advisors LLC 0.05% No change 6,234 $801K
AE Wealth Management LLC 0.01% Reduce -14.6% 6,217 $799K
Gateway Wealth Partners, LLC 0.15% Add +26.8% 6,212 $798K
Smith, Moore & Co. 0.07% Add +3.7% 6,151 $791K
Twin Tree Management, LP 0.02% Add +152.8% 6,132 $788K
Main Street Financial Solutions, LLC 0.06% Add +7.9% 6,128 $788K
Allworth Financial LP 0.00% Add +40.6% 6,062 $779K
Client 1ST Advisory Group, LLC 0.28% Add +0.0% 6,000 $771K
Prudential Financial Inc. 0.00% No change 6,000 $771K
Kestra Private Wealth Services, LLC 0.01% Add +16.5% 5,925 $761K
Checchi Capital Advisers, LLC 0.05% Add +11.5% 5,922 $761K
Lumbard & Kellner, LLC 0.33% Reduce -0.1% 5,914 $760K
VeraBank, N.A. 0.15% New 5,860 $753K
Ameritas Advisory Services, LLC 0.04% Reduce -38.6% 5,821 $748K
Mustard Seed Financial, LLC 0.54% Add +0.0% 5,805 $746K
Elite Financial, Inc. 0.37% Add +71.3% 5,706 $742K
Verdence Capital Advisors LLC 0.05% Reduce -1.4% 5,733 $737K
Roble, Belko & Company, Inc 0.11% No change 5,658 $727K
Polen Capital Management LLC 0.00% Reduce -49.5% 5,534 $711K
Burkett Financial Services, LLC 0.26% Add +10.3% 5,525 $710K
Mayfair Advisory Group, LLC 0.33% Add +3.6% 5,374 $708K
Procyon Advisors, LLC 0.07% Add +9.2% 5,510 $708K
TD Private Client Wealth LLC 0.02% Reduce -1.8% 5,471 $703K
Boston Trust Walden Corp 0.01% Reduce -3.1% 5,425 $697K
American Money Management, LLC 0.12% No change 5,423 $697K
AdvisorNet Financial, Inc 0.04% Reduce -4.8% 5,396 $693K
Plancorp, LLC 0.02% New 5,337 $686K
Blackston Financial Advisory Group, LLC 0.43% Reduce -0.4% 5,295 $680K
Advisory Services Network, LLC 0.01% Add +6.0% 5,219 $678K
Cornerstone Advisors Asset Management, LLC 0.13% Add +0.4% 5,187 $667K
Integrity Financial Corp 0.34% Reduce -0.4% 5,147 $662K
JMG Financial Group, Ltd. 0.02% Add +14.1% 5,120 $658K
Blue Trust, Inc. 0.01% Reduce -2.9% 5,105 $656K
Five Oceans Advisors 0.28% Add +0.8% 5,080 $653K
TD Waterhouse Canada Inc. 0.00% Add +25.1% 5,077 $652K
Garrison Point Advisors, LLC 0.30% Add +1.0% 5,075 $652K
Aspiriant, LLC 0.02% Add +1.0% 5,069 $651K
IFG Advisory, LLC 0.03% Add +44.1% 5,026 $646K
Weaver Consulting Group 0.18% No change 5,007 $644K
Attessa Capital LLC 0.41% Add +76.2% 4,982 $640K
Christensen, King & Associates Investment Services, Inc. 0.29% Reduce -2.8% 4,948 $636K
Vista Investment Management 0.24% Reduce -3.0% 4,943 $635K
Pinnacle Wealth Planning Services, Inc. 0.08% No change 4,921 $632K
Wilmington Savings Fund Society, FSB 0.01% Add +0.1% 4,883 $628K
Amplius Wealth Advisors, LLC 0.06% New 4,871 $626K
First Manhattan Co. Llc. 0.00% Add +0.6% 4,871 $626K
Agf Management Ltd. 0.00% Reduce -3.6% 4,866 $625K
Brandywine Oak Private Wealth LLC 0.06% Reduce -22.1% 4,850 $623K
McGinn Penninger Investment Management, Inc. 0.39% Reduce -10.2% 4,845 $623K
Litman Gregory Wealth Management LLC 0.05% Add +4.8% 4,846 $623K
Cooper Financial Group 0.07% Reduce -10.7% 4,833 $621K
Financial Perspectives, Inc 0.18% Add +54.1% 4,757 $611K
Assetmark, Inc. 0.00% Add +218.7% 4,745 $610K
Indiana Trust & Investment Management Co 0.20% No change 4,721 $607K
GTS Securities LLC 0.03% Add +118.4% 4,690 $603K
Ashton Thomas Private Wealth, LLC 0.02% Add +0.5% 4,586 $589K
TrueWealth Financial Partners 0.32% Add +13.0% 4,562 $586K
TCTC Holdings, LLC 0.02% No change 4,547 $584K
Mayport, LLC 0.14% Add +0.1% 4,545 $584K
Tillman Hartley LLC 0.17% Reduce -0.7% 4,540 $584K
Richard Bernstein Advisors LLC 0.01% Reduce -82.2% 4,534 $583K
Titleist Asset Management, LLC 0.06% Reduce -5.8% 4,535 $583K
Capital Advisory Group Advisory Services, LLC 0.21% No change 4,515 $580K
Well Done, LLC 0.11% Reduce -12.6% 4,487 $577K
Pennington Partners & Co., LLC 0.31% New 4,439 $571K
Avidian Wealth Enterprises, LLC 0.02% No change 4,429 $569K
Clear Harbor Asset Management, LLC 0.04% Add +0.1% 4,388 $564K
Bailard, Inc. 0.01% Add +6.3% 4,380 $563K
Greenleaf Trust 0.01% Reduce -0.4% 4,368 $561K
Monument Capital Management 0.15% Reduce -3.1% 4,367 $561K
Samalin Investment Counsel, LLC 0.22% Add +0.2% 4,351 $559K
Port Capital LLC 0.02% No change 4,316 $555K
HUB Investment Partners, LLC 0.02% Reduce -12.0% 4,315 $555K
Greenwich Wealth Management LLC 0.03% Add +7.2% 4,310 $554K
Hudock, Inc. 0.09% Reduce -0.3% 4,279 $550K
Mosaic Family Wealth Partners, LLC 0.07% Add +0.2% 4,262 $548K
Wetzel Investment Advisors, Inc. 0.25% Reduce -87.6% 4,241 $545K
LGL Partners, LLC 0.24% Add +0.5% 4,112 $539K
Curbstone Financial Management Corp 0.11% No change 4,180 $537K
World Investment Advisors 0.01% Reduce -0.6% 4,132 $531K
Olistico Wealth, LLC 0.29% Add +0.0% 4,132 $531K
Verum Partners LLC 0.12% Reduce -96.8% 4,130 $531K
Macroview Investment Management LLC 0.43% Add +0.5% 4,119 $529K
Collaborative Wealth Managment Inc. 0.23% Reduce -0.8% 4,115 $529K
TCV Trust & Wealth Management, Inc. 0.05% Reduce -7.7% 4,110 $528K
Lighthouse Financial LLC 0.40% No change 4,100 $527K
Algorithmic Investment Models, LLC 0.36% New 4,076 $524K
VSM Wealth Advisory, LLC 0.17% Add +0.5% 4,007 $515K
Nomura Asset Management Co. Ltd. 0.00% No change 3,996 $514K
Baron Silver Stevens Financial Advisors, LLC 0.08% No change 3,995 $513K
Lantern Wealth Advisors, LLC 0.30% — 3,961 $509K
Herold Advisors, Inc. 0.11% Reduce -23.0% 3,961 $509K
Proffitt & Goodson Inc. 0.08% Reduce -10.5% 3,944 $507K
MorganRosel Wealth Management, LLC 0.14% Add +0.4% 3,933 $505K
Savvy Advisors, Inc. 0.03% Add +1.6% 3,926 $505K
First National Corp. /Ma/ 0.10% No change 3,923 $504K
Chesley Taft & Associates LLC 0.02% Reduce -0.8% 3,872 $498K
MBE Wealth Management, LLC 0.22% No change 3,866 $497K
Tactive Advisors, LLC 0.16% — 3,859 $496K
Threadgill Financial, LLC 0.26% Reduce -98.8% 3,851 $495K
Flower City Capital 0.29% Add +2.3% 3,791 $487K
L. Roy Papp & Associates, LLP 0.06% Add +0.0% 3,765 $484K
Harbour Investment Management LLC 0.21% No change 3,762 $483K
Fragasso Financial Advisors Inc 0.03% Reduce -7.3% 3,741 $481K
Private Trust Co. NA 0.05% No change 3,726 $479K
Optima Capital LLC 0.26% Add +0.7% 3,724 $479K
LifeGuide Financial Advisors, LLC 0.18% Add +43.5% 3,713 $477K
BOS Asset Management, LLC 0.15% No change 3,685 $474K
RFG Advisory, LLC 0.01% Add +26.6% 3,674 $472K
Cheviot Value Management, LLC 0.05% No change 3,571 $471K
Cahill Financial Advisors Inc. 0.06% Add +2.9% 3,653 $469K
ETF Portfolio Partners, Inc. 0.13% Add +18.6% 3,649 $469K
BCR Wealth Strategies, LLC 0.18% Add +5.5% 3,638 $467K
Pinnacle Bancorp, Inc. 0.14% Add +0.5% 3,573 $459K
Pure Financial Advisors, LLC 0.01% Add +5.9% 3,570 $459K
Sterling Investment Advisors, Ltd. 0.10% Add +2.2% 3,554 $457K
First Foundation Advisors 0.02% No change 3,551 $456K
Bank of Hawaii 0.02% New 3,545 $456K
DB Fitzpatrick & Co, Inc 0.40% Add +0.2% 3,544 $455K
Addis & Hill, Inc 0.30% Reduce -20.6% 3,544 $455K
Aerodigm Wealth, LLC 0.22% No change 3,534 $454K
Signature Estate & Investment Advisors LLC 0.01% Add +0.9% 3,520 $452K
Resolute Advisors LLC 0.11% Add +0.5% 3,503 $450K
Robinson Capital Management, LLC 0.19% No change 3,500 $450K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -26.5% 3,480 $447K
Kanawha Capital Management LLC 0.03% No change 3,470 $446K
Kovack Advisors, Inc. 0.04% Reduce -0.8% 3,461 $445K
Dynamic Advisor Solutions LLC 0.01% Add +1.7% 3,453 $444K
Providence Capital Advisors, LLC 0.08% New 3,374 $434K
Geometric Wealth Advisors 0.06% Reduce -0.5% 3,371 $433K
Fi3 FINANCIAL ADVISORS, LLC 0.16% New 3,370 $433K
Retirement Planning Group, LLC 0.02% Reduce -2.7% 3,366 $433K
Perennial Advisors, LLC 0.08% No change 3,355 $431K
Latitude Advisors, LLC 0.22% Add +28.4% 3,346 $430K
Old National Bancorp 0.01% New 3,346 $430K
Aua Capital Management, LLC 0.26% No change 3,343 $430K
TCI Wealth Advisors, Inc. 0.03% Reduce -0.2% 3,339 $429K
Cardiff Park Advisors, LLC 0.04% Reduce -17.3% 3,337 $429K
StoneX Group Inc. 0.02% Add +37.8% 3,312 $426K
Compound Planning, Inc. 0.02% New 3,298 $424K
Nova Wealth Management, Inc. 0.31% Add +0.3% 3,283 $422K
CFO4Life Group, LLC 0.07% Add +13.6% 3,239 $416K
SteelPeak Wealth, LLC 0.02% Add +29.2% 3,229 $415K
Walkner Condon Financial Advisors LLC 0.08% Add +23.9% 3,228 $415K
Fifth Third Wealth Advisors LLC 0.02% Reduce -87.2% 3,179 $409K
Lutz Financial Services LLC 0.03% Reduce -4.5% 3,166 $407K
Formidable Asset Management, LLC 0.07% No change 3,500 $406K
Brass Tax Wealth Management, Inc. 0.08% Reduce -6.8% 3,157 $406K
Advance Capital Management, Inc. 0.02% Add +0.0% 3,149 $405K
Lesa Sroufe & Co 0.37% New 3,125 $402K
Waypoint Wealth Partners Inc. 0.10% Add +0.2% 3,103 $399K
Gutierrez Wealth Advisory, LLC 0.27% New 3,102 $399K
Clark Asset Management, LLC 0.05% Add +3.9% 3,086 $397K
Kraft, Davis & Associates, LLC 0.11% Reduce -5.0% 3,006 $395K
FAS Wealth Partners, Inc. 0.03% Add +0.4% 3,068 $394K
Pointe Capital Management LLC 0.20% No change 3,040 $391K
WealthShield Partners, LLC 0.05% No change 3,014 $387K
RS Crum Inc. 0.09% No change 3,005 $386K
Resonant Capital Advisors, LLC 0.02% No change 3,000 $386K
Axxcess Wealth Management, LLC 0.01% Reduce -93.1% 2,978 $383K
Berger Financial Group, Inc 0.02% Reduce -4.3% 2,968 $381K
RAM Investment Partners, LLC 0.08% Add +0.0% 2,964 $381K
Capital Asset Advisory Services LLC 0.02% Reduce -8.9% 2,964 $381K
Chilton Investment Co. Inc. 0.01% New 2,954 $380K
Burton Enright Welch 0.07% Add +25.1% 2,942 $378K
Forum Financial Management, LP 0.01% Reduce -1.0% 2,933 $377K
Vested Financial Planning, LLC 0.33% Add +7.9% 2,922 $375K
Bradley Foster & Sargent Inc. 0.01% Add +1.7% 2,904 $373K
Western Wealth Management, LLC 0.02% New 2,904 $373K
PrairieView Partners, LLC 0.04% Add +0.6% 2,895 $372K
Lincoln Capital LLC 0.07% Add +7.2% 2,885 $371K
Summit Financial, LLC 0.01% Add +21.9% 2,874 $369K
Claret Asset Management Corp 0.05% Add +1.4% 2,855 $367K
Laurel Wealth Advisors LLC 0.05% New 2,850 $366K
Melfa Wealth Management, Inc. 0.23% Add +1.0% 2,829 $364K
Park Avenue Securities LLC 0.00% New 2,822 $363K
Elevation Wealth Partners, LLC 0.14% No change 2,821 $363K
DAVENPORT & Co LLC 0.00% Reduce -12.0% 2,804 $360K
MontVue Capital Management, Inc. 0.26% No change 2,792 $359K
Roger Wittlin Investment Advisory, LLC 0.20% Add +0.5% 2,780 $357K
Caitlin John, LLC 0.32% No change 2,761 $355K
FFT Wealth Management LLC 0.07% Add +0.5% 2,704 $354K
Applied Capital LLC 0.16% Reduce -1.4% 2,748 $353K
QRG Capital Management, Inc. 0.00% Add +51.1% 2,744 $353K
Courier Capital LLC 0.02% Add +0.0% 2,728 $351K
Main Management LLC 0.03% Reduce -2.5% 2,727 $350K
Hanson & Doremus Investment Management 0.05% Reduce -26.2% 2,712 $349K
Fiduciary Group, LLC 0.03% Reduce -2.9% 2,702 $347K
Prosperity Planning, Inc. 0.14% Add +2.3% 2,669 $343K
IFP Advisors, Inc 0.01% Add +3.1% 2,656 $341K
Arcadia Investment Advisors LLC 0.18% No change 2,647 $340K
M Wealth Management, LLC 0.31% Reduce -3.6% 2,641 $339K
Smith Salley Wealth Management 0.02% Add +3.9% 2,637 $339K
Driehaus Capital Management LLC 0.00% Add +10.8% 2,636 $339K
Brookstone Capital Management 0.00% Add +2.9% 2,634 $339K
BridgePort Financial Solutions, LLC 0.11% Add +0.5% 2,630 $338K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 2,626 $337K
Etesian Wealth Advisors, Inc. 0.13% Reduce -16.5% 2,623 $337K
Waterloo Capital, L.P. 0.03% Reduce -0.3% 2,620 $337K
Boston Standard Wealth Management, LLC 0.06% Reduce -6.4% 2,598 $334K
Orion Porfolio Solutions, LLC 0.00% Add +43.3% 2,597 $334K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +38.9% 2,594 $333K
Arax Advisory Partners 0.02% Reduce -55.1% 872 $333K
Signal Advisors Wealth, LLC 0.03% Add +1.1% 2,585 $332K
Alliance Wealth Management Group 0.08% No change 2,547 $327K
Towercrest Capital Management 0.06% No change 2,547 $327K
Centaurus Financial, Inc. 0.02% Reduce -3.3% 2,546 $327K
Centurion Wealth Management LLC 0.09% No change 2,540 $326K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 2,532 $325K
Oak Family Advisors, LLC 0.12% Reduce -0.8% 2,528 $325K
HBK Sorce Advisory LLC 0.01% Add +9.0% 2,522 $324K
Synergy Financial Group, LTD 0.24% No change 2,514 $323K
Magnolia Capital Advisors LLC 0.08% Reduce -1.3% 2,511 $323K
Baird Financial Group, Inc. 0.00% No change 2,503 $322K
Creekmur Asset Management LLC 0.06% No change 2,500 $321K
N.E.W. Advisory Services LLC 0.03% Reduce -2.8% 2,499 $321K
Tiaa Trust, National Association 0.00% Reduce -16.3% 2,497 $321K
Embree Financial Group 0.05% Add +0.3% 2,491 $320K
Genesis Wealth Advisors, LLC 0.24% No change 2,475 $318K
Regions Financial Corp. 0.00% Reduce -2.0% 2,475 $318K
Fort Vancouver Investment Management, LLC 0.22% Add +54.9% 2,463 $317K
United Wealth Management, LLC 0.09% No change 2,448 $315K
Flagship Private Wealth, LLC 0.13% Reduce -11.2% 2,445 $314K
Commerce Bank 0.00% Add +26.0% 2,444 $314K
New England Private Wealth Advisors LLC 0.05% Add +0.3% 2,398 $313K
Values Added Financial LLC 0.15% Add +0.0% 2,423 $311K
Hohimer Wealth Management, LLC 0.06% Reduce -25.9% 2,418 $311K
Hurlow Wealth Management Group, Inc. 0.09% Add +2.2% 2,418 $311K
Cassaday & Co Wealth Management LLC 0.01% No change 2,418 $311K
First Community Trust NA 0.25% No change 2,415 $310K
Creative Financial Designs Inc. 0.02% Add +6.7% 2,397 $308K
Thrive Wealth Management, LLC 0.05% Add +11.1% 2,396 $308K
Rebalance, LLC 0.02% Reduce -13.0% 2,385 $307K
Moors & Cabot, Inc. 0.01% No change 2,375 $305K
Next Capital Management LLC 0.11% Add +0.0% 2,364 $304K
Visionary Wealth Advisors 0.02% Add +3.5% 2,361 $303K
Red Door Wealth Management, LLC 0.04% Add +0.0% 2,359 $303K
Columbia River Financial Group, LLC 0.19% Reduce -6.6% 2,316 $301K
CreativeOne Wealth, LLC 0.01% Reduce -17.8% 2,337 $300K
Rialto Wealth Management, LLC 0.08% Add +3.7% 2,332 $300K
OneAscent Financial Services LLC 0.02% Reduce -57.6% 2,322 $298K
Heartwood Wealth Advisors LLC 0.03% Reduce -2.8% 2,296 $295K
Modus Advisors, LLC 0.09% No change 2,284 $294K
Triad Wealth Partners, LLC 0.06% New 2,281 $293K
Jaffetilchin Investment Partners, LLC 0.02% No change 2,266 $291K
Acorn Wealth Advisors, LLC 0.11% Reduce -5.5% 2,253 $290K
JP Wealth Management, Inc. 0.21% No change 2,230 $287K
DecisionPoint Financial, LLC 0.07% Reduce -12.9% 2,215 $285K
Arete Wealth Advisors, LLC 0.02% Add +4.0% 2,206 $284K
Norris Perne & French LLP 0.02% No change 2,195 $282K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 2,195 $282K
Mindset Wealth Management, LLC 0.09% No change 2,186 $281K
Waller Financial Planning Group, Inc. 0.07% Add +0.1% 2,179 $280K
Schneider Downs Wealth Management Advisors, LP 0.04% No change 2,165 $278K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,157 $277K
Ascent Group, LLC 0.01% Reduce -2.6% 2,151 $276K
Register Financial Advisors LLC 0.12% Add +5.3% 2,145 $276K
TruNorth Capital Management, LLC 0.06% No change 2,143 $275K
Columbia Asset Management 0.05% Add +7.3% 2,140 $275K
Bedel Financial Consulting, Inc. 0.04% No change 2,140 $275K
Phoenix Financial Ltd. 0.00% No change 2,135 $274K
LaSalle St. Investment Advisors, LLC 0.07% Add +0.1% 2,123 $272K
Oliver Luxxe Assets LLC 0.05% Reduce -0.4% 2,101 $270K
Heritage Trust Co 0.03% Reduce -0.8% 2,086 $268K
Matisse Capital 0.13% No change 2,085 $268K
Mason & Associates, LLC 0.07% Reduce -31.6% 2,085 $268K
Petix & Botte Co 0.07% No change 2,062 $265K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% No change 2,273 $263K
CENTRAL TRUST Co 0.01% Add +5.8% 2,043 $263K
Beacon Financial Advisory LLC 0.07% Add +0.1% 2,041 $262K
Evolution Advisers, Inc. 0.13% Reduce -1.4% 2,042 $262K
American Investment Services, Inc. 0.07% Reduce -47.1% 2,022 $260K
Karpus Management, Inc. 0.01% New 2,015 $259K
Portside Wealth Group, LLC 0.04% Reduce -16.6% 2,010 $258K
Citizens & Northern Corp. 0.07% No change 2,000 $257K
Seven Springs Wealth Group, LLC 0.06% No change 2,000 $257K
Garde Capital, Inc. 0.01% Reduce -1.0% 1,996 $257K
Regal Investment Advisors LLC 0.02% New 1,991 $256K
TFB Advisors LLC 0.07% No change 1,986 $255K
Vantage Point Financial LLC 0.11% Add +0.4% 1,980 $254K
Haverford Trust Co 0.00% No change 1,970 $253K
Signal Tree Financial Partners LLC 0.22% Reduce -13.5% 1,966 $253K
Vise Technologies, Inc. 0.01% — 1,965 $253K
RTD Financial Advisors, Inc. 0.03% Add +6.3% 1,929 $248K
Strategies Wealth Advisors, LLC 0.03% Add +0.2% 1,928 $248K
Riverwater Partners LLC 0.12% Reduce -8.5% 1,920 $247K
PTM Wealth Management, LLC 0.16% New 1,873 $243K
Prosperity Wealth Management, Inc. 0.09% No change 1,889 $243K
Ridgepath Capital Management LLC 0.11% Reduce -95.3% 1,888 $243K
Sigma Planning Corp 0.01% Reduce -0.5% 1,884 $242K
Trilogy Capital Inc. 0.01% New 1,864 $240K
Cabot-Wellington, LLC 0.08% No change 1,859 $239K
Golden State Wealth Management, LLC 0.03% Add +0.4% 1,846 $237K
Gryphon Financial Partners LLC 0.03% New 1,840 $236K
BTG Pactual Asset Management US LLC 0.03% No change 1,834 $236K
Verus Capital Partners, LLC 0.02% Reduce -9.6% 1,823 $234K
Wesbanco Bank Inc. 0.01% No change 1,822 $234K
eCIO, Inc. 0.10% Add +0.5% 1,814 $233K
Cypress Capital, LLC 0.07% No change 1,810 $233K
Sage Capital Advisors,llc 0.06% Add +0.2% 1,805 $232K
FLC Capital Advisors 0.05% Add +2.3% 1,800 $231K
Clifford Group, LLC 0.19% No change 1,793 $230K
Vermillion & White Wealth Management Group, LLC 0.15% Add +4.8% 1,791 $230K
Realta Investment Advisors 0.09% Add +88.4% 1,790 $230K
Disciplined Investors, L.L.C. 0.18% No change 1,788 $230K
Facet Wealth, Inc. 0.01% Add +4.7% 1,764 $229K
Founders Financial Securities LLC 0.02% No change 1,780 $229K
Wealthedge Investment Advisors, LLC 0.10% Reduce -0.8% 1,777 $228K
Cornerstone Wealth Management, LLC 0.01% No change 1,764 $227K
Heritage Financial Services, LLC 0.02% New 1,764 $227K
Country Club Bank 0.01% No change 1,770 $227K
Objective Capital Management, LLC 0.25% New 1,749 $225K
Hapanowicz & Associates Financial Services, Inc 0.11% No change 1,749 $225K
PFG Investments, LLC 0.01% New 1,737 $223K
Carr Financial Group Corp 0.07% No change 1,736 $223K
Marco Investment Management LLC 0.02% New 1,718 $221K
Empower Advisory Group, LLC 0.00% Reduce -9.3% 1,714 $220K
Purkiss Capital Advisors LLC 0.12% New 1,693 $218K
Guyasuta Investment Advisors Inc. 0.01% New 1,685 $217K
Evelyn Partners Investment Management LLP 0.01% Add +38.5% 1,682 $216K
AF Advisors, Inc. 0.07% New 1,681 $216K
Strid Group, LLC 0.03% New 1,675 $215K
Harrell Investment Partners, LLC 0.05% New 1,674 $215K
Addison Advisors LLC 0.05% Reduce -17.0% 1,633 $210K
Liberty Wealth Management LLC 0.03% New 1,620 $208K
JDH Wealth Management, LLC 0.16% Reduce -27.7% 1,614 $207K
Tacita Capital Inc 0.13% Add +6.6% 1,608 $207K
Welch Group, LLC 0.01% New 1,602 $206K
Essential Partners LLC 0.08% — 1,600 $206K
BigSur Wealth Management LLC 0.05% No change 1,597 $205K
Prime Capital Investment Advisors, LLC 0.00% Reduce -60.3% 1,578 $203K
Tandem Financial, LLC 0.19% New 1,575 $202K
Independent Wealth Network Inc. 0.07% New 1,566 $201K
SOL Capital Management CO 0.02% New 1,565 $201K
USAdvisors Wealth Management, LLC 0.07% New 1,559 $200K
Larson Financial Group LLC 0.01% New 1,543 $198K
Geneos Wealth Management Inc. 0.00% Add +24.0% 1,521 $195K
Asset Dedication, LLC 0.01% No change 1,514 $195K
Plante Moran Financial Advisors, LLC 0.01% Add +1.8% 1,492 $192K
Prudent Man Investment Management, Inc. 0.10% No change 1,587 $186K
3Chopt Investment Partners, LLC 0.04% Reduce -5.0% 1,435 $184K
Copia Wealth Management 0.15% No change 1,419 $182K
Elevate Wealth Advisory, Inc. 0.13% Add +0.8% 1,400 $180K
Crewe Advisors LLC 0.03% No change 1,388 $178K
Lazard Asset Management LLC 0.00% Reduce -5.6% 1,390 $178K
Signature Resources Capital Management, LLC 0.11% No change 1,360 $175K
McIlrath & Eck, LLC 0.02% Add +10.7% 1,340 $172K
Tidemark, LLC 0.05% No change 1,275 $164K
Bogart Wealth, LLC 0.01% Add +0.2% 1,275 $164K
Maryland Capital Advisors Inc. 0.06% No change 1,226 $158K
Belmont Capital, LLC 0.02% No change 1,205 $155K
Sound Income Strategies, LLC 0.01% Add +829.5% 1,199 $154K
SouthState Bank Corp 0.01% Add +0.1% 1,166 $150K
Perkins Coie Trust Co 0.02% No change 1,130 $145K
Smithfield Trust Co 0.01% Reduce -9.8% 1,149 $145K
TD Capital Management LLC 0.01% Add +0.5% 1,111 $143K
2UniFi Bank 0.08% No change 1,084 $139K
Raffa Wealth Management, LLC 0.03% Add +0.5% 1,075 $138K
Topsail Wealth Management, LLC 0.02% No change 1,037 $133K
Christopher J. Hasenberg, Inc 0.05% No change 1,014 $130K
Bokf, NA 0.00% No change 1,000 $129K
Capital Investment Advisory Services, LLC 0.01% Reduce -74.3% 962 $124K
Urban Financial Advisory Corp 0.06% Reduce -52.4% 952 $122K
Your Advocates Ltd., LLP 0.04% Add +182.8% 905 $116K
Truvestments Capital LLC 0.02% Reduce -50.0% 873 $112K
Robinswood Financial LLC 0.04% Reduce -21.3% 858 $110K
Trust Co. of Vermont 0.01% Add +19.6% 855 $110K
Princeton Global Asset Management LLC 0.02% Add +189.4% 845 $109K
Cherry Tree Wealth Management, LLC 0.02% Add +0.6% 823 $106K
Fiduciary Advisors, Inc. 0.09% Add +0.1% 819 $105K
Ameliora Wealth Management Ltd. 0.04% No change 800 $103K
Center for Financial Planning, Inc. 0.01% Reduce -4.9% 773 $99K
Medallion Wealth Advisors, LLC 0.04% Add +14.6% 755 $97K
Parkworth Wealth Management, Inc. 0.07% Add +0.1% 738 $95K
Quest 10 Wealth Builders, Inc. 0.09% Reduce -0.1% 733 $94K
Ameritas Investment Partners, Inc. 0.00% Add +5.8% 731 $94K
LRI Investments, LLC 0.01% Add +10.4% 729 $94K
Fairman Group, LLC 0.07% Add +30.6% 708 $91K
Future Financial Wealth Managment LLC 0.06% No change 700 $90K
CoreCap Advisors, LLC 0.00% Reduce -1.5% 673 $87K
Whittier Trust Co. of Nevada Inc. 0.00% No change 662 $85K
Aptus Capital Advisors, LLC 0.00% Add +4.8% 658 $85K
Dunhill Financial, LLC 0.02% Add +457.4% 641 $82K
Westside Investment Management, Inc. 0.01% No change 630 $81K
Tower Research Capital LLC (TRC) 0.00% Add +562.4% 616 $79K
Cornerstone Planning Group LLC 0.02% Reduce -5.9% 606 $79K
SJS Investment Consulting Inc. 0.01% Reduce -5.1% 600 $77K
TFC Financial Management, Inc. 0.01% Add +0.5% 592 $76K
Russell Investments Group, Ltd. 0.00% Reduce -56.2% 576 $74K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.6% 551 $71K
Eastern Bank 0.00% No change 530 $68K
Rossby Financial, LCC 0.02% Add +3.4% 511 $66K
Rakuten Securities, Inc. 0.03% Add +38.8% 497 $64K
Private Wealth Management Group, LLC 0.02% Add +1.9% 496 $64K
Howe & Rusling Inc. 0.00% Add +40.6% 485 $62K
Oakworth Capital, Inc. 0.00% Reduce -21.8% 481 $62K
Stuart Chaussee & Associates, Inc. 0.01% No change 464 $60K
Avion Wealth 0.01% No change 460 $59K
Glen Eagle Advisors, LLC 0.01% Add +298.3% 458 $59K
Red Lighthouse Investment Management, LLC 0.02% New 437 $56K
Strategic Wealth Partners, Ltd. 0.00% — 426 $55K
DiNuzzo Private Wealth, Inc. 0.01% No change 425 $55K
Phillips Financial Management, LLC 0.00% No change 422 $54K
JDM Financial Group LLC 0.02% No change 377 $48K
Wolff Wiese Magana LLC 0.03% No change 370 $48K
Glassman Wealth Services 0.01% Add +15.5% 365 $47K
Country Trust Bank 0.00% No change 359 $46K
Compass Financial Services Inc 0.02% Add +0.3% 355 $46K
GHP Investment Advisors, Inc. 0.00% New 351 $45K
Bradley & Co. Private Wealth Management, LLC 0.03% New 335 $43K
Qube Research & Technologies Ltd 0.00% Reduce -36.2% 333 $43K
Advantage Trust Co 0.02% New 327 $42K
Biltmore Family Office, LLC 0.01% No change 323 $42K
NFSG Corp 0.01% Reduce -97.4% 307 $39K
Bank of New Hampshire 0.01% No change 300 $39K
Painted Porch Advisors LLC 0.02% Reduce -2.0% 300 $39K
Atlantic Private Wealth, LLC 0.03% Add +5.2% 1,389 $38K
North Star Investment Management Corp. 0.00% No change 281 $36K
Hazlett, Burt & Watson, Inc. 0.01% No change 284 $36K
Washington Trust Advisors, Inc. 0.00% Add +0.4% 277 $36K
Rosenberg Matthew Hamilton 0.01% Reduce -1.1% 275 $35K
Webster Bank, N. A. 0.00% Add +20.8% 256 $33K
True Wealth Design, LLC 0.01% New 250 $32K
DHJJ Financial Advisors, Ltd. 0.01% No change 246 $32K
Pension & Wealth Management Advisors, Inc. 0.01% New 241 $31K
Morling Financial Advisors, LLC 0.01% New 229 $29K
Lanark Financial, Inc. 0.00% No change 223 $28K
WestEnd Advisors, LLC 0.00% Add +51.9% 202 $26K
10Elms LLP 0.03% Add +29.1% 195 $25K
Halbert Hargrove Global Advisors, LLC 0.00% No change 189 $24K
Cordgrass Capital Advisors, LLC 0.01% Add +7.5% 186 $24K
Pacific Center for Financial Services 0.01% Add +0.5% 186 $24K
Archer Investment Corp 0.01% No change 176 $23K
GPS Wealth Strategies Group, LLC 0.00% Add +0.6% 173 $22K
Park Place Capital Corp 0.00% No change 160 $21K
Independence Bank of Kentucky 0.00% No change 155 $20K
Salem Investment Counselors Inc. 0.00% No change 150 $19K
Total Investment Management Inc. 0.00% New 142 $18K
Cornerstone National Bank & Trust Co 0.01% No change 135 $17K
Accredited Wealth Management, LLC 0.01% Reduce -23.5% 127 $16K
Fortis Group Advisors, LLC 0.00% No change 126 $16K
West Paces Advisors Inc. 0.00% No change 125 $16K
Financial Freedom, LLC 0.01% Add +0.8% 120 $15K
Bruce G. Allen Investments, LLC 0.01% No change 116 $15K
Whittier Trust Co. 0.00% No change 113 $15K
Bellevue Asset Management, LLC 0.01% No change 110 $14K
Red Tortoise LLC 0.01% No change 110 $14K
Curio Wealth, LLC 0.01% Add +10900.0% 110 $14K
Keystone Financial Group, Inc. 0.01% No change 107 $14K
Rexford Capital Inc. 0.01% — 108 $14K
Gladwyn Financial Advisors, Inc. 0.01% — 104 $13K
Darwin Wealth Management, LLC 0.00% Reduce -13.7% 101 $13K
First Pacific Financial 0.00% Reduce -42.3% 101 $13K
Missouri Trust & Investment Co 0.00% No change 100 $13K
NewSquare Capital LLC 0.00% New 99 $13K
Horizon Investments, LLC 0.00% No change 76 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 74 $10K
PayPay Securities Corp 0.43% Reduce -5.5% 69 $9K
Friedenthal Financial 0.00% No change 66 $8K
Maseco LLP 0.00% — 55 $7K
Northwest Capital Management Inc 0.00% No change 54 $7K
Abound Wealth Management 0.00% Reduce -1.9% 51 $7K
Gen-Wealth Partners Inc 0.00% Add +168.8% 43 $6K
North Capital, Inc. 0.00% No change 41 $5K
Pillar Financial Advisors, LLC 0.00% No change 40 $5K
Iron Horse Wealth Management, LLC 0.00% New 40 $5K
Beaird Harris Wealth Management, LLC 0.00% No change 39 $5K
Eq Wealth Advisors, LLC 0.00% No change 38 $5K
4Thought Financial Group Inc. 0.00% No change 38 $5K
Parkside Financial Bank & Trust 0.00% Add +3600.0% 37 $5K
Physician Wealth Advisors, Inc. 0.00% Reduce -80.8% 33 $4K
Coastline Trust Co 0.00% No change 30 $4K
Bfsg, LLC 0.00% No change 28 $4K
Virtus Advisers, LLC 0.00% Reduce -10.3% 26 $3K
Gold Investment Management Ltd. 0.00% No change 20 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $2K
Global Trust Asset Management, LLC 0.00% No change 17 $2K
Colonial Trust Advisors 0.00% No change 16 $2K
Quaker Wealth Management, LLC 0.00% — 15 $2K
Ameriflex Group, Inc. 0.00% No change 15 $2K
Millstone Evans Group, LLC 0.00% No change 14 $2K
Sunbelt Securities, Inc. 0.00% New 14 $2K
Proathlete Wealth Management LLC 0.00% Add +1100.0% 12 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $1K
Centerpoint Advisors, LLC 0.00% No change 7 $1K
Hantz Financial Services, Inc. 0.00% No change 11 $1K
Front Row Advisors LLC 0.00% No change 7 $900
Nvwm, LLC 0.00% No change 5 $675
Bell Investment Advisors, Inc 0.00% New 5 $646
Montag A & Associates Inc. 0.00% Reduce -99.9% 4 $515
Albion Financial Group 0.00% Add +50.0% 3 $394
New Millennium Group LLC 0.00% No change 2 $257
Anchor Investment Management, LLC 0.00% New 1 $129
Main Street Group, LTD 0.00% No change 1 $129
Atwood & Palmer Inc. 0.00% No change 1 $126
Texas Treasury Safekeeping Trust Co. 0.00% No change 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.