Vanguard Tot World STK ETFVTETF

13F holders, Q3 2025 (September 30)
1,094holders +62
105new positions
37sold out
6famous investors
$137.57avg. 13F price*

At the end of Q3 2025, 1,094 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 62 from Q2 2025. 105 opened new positions and 37 sold out. The largest holders were Rakuten Investment Management, Inc. ($2.1B), Schroder Investment Management Group ($950.4M) and Cambridge Associates LLC /Ma/ ($764.5M). 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 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions105$203.6M
Exits37$140.4M

All 13F filers, Q2 2025 → Q3 2025: 11,983,627 shares bought and 6,288,456 shares sold, net +5,695,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,094 holders

Rakuten Investment Management, Inc. 7.58% — 15,505,097 $2.1B
Schroder Investment Management Group 0.74% Add +87.6% 6,918,355 $950.4M
Cambridge Associates LLC /Ma/ 14.02% Reduce -0.1% 5,547,664 $764.5M
Morgan Stanley 0.04% Add +1.9% 5,086,528 $700.9M
US Bancorp \de 0.65% Add +43.5% 3,974,186 $547.7M
Northern Trust Corp. 0.05% Add +2.2% 2,676,691 $368.8M
Bank of America Corp. 0.03% Add +3.2% 2,583,531 $356.0M
Royal Bank of Canada 0.06% Add +14.3% 2,457,089 $338.6M
Northwestern Mutual Wealth Management Co. 0.22% Reduce -2.5% 2,341,478 $322.7M
Envestnet Portfolio Solutions, Inc. 1.06% Add +55.7% 2,083,961 $287.2M
Brandywine Trust Co. 41.57% Reduce -11.9% 1,982,917 $273.2M
Rockefeller Capital Management L.P. 0.53% Reduce -0.5% 1,963,042 $270.5M
Alliancebernstein L.P. 0.07% Add +6.1% 1,721,217 $237.2M
Lockheed Martin Investment Management Co. 8.09% No change 1,595,000 $219.8M
UBS Group AG 0.04% Reduce -6.9% 1,590,278 $219.1M
Cerity Partners OCIO LLC 10.70% Add +39.5% 1,522,464 $209.8M
Envestnet Asset Management Inc. 0.06% Add +21.1% 1,434,007 $197.6M
Angeles Wealth Management, LLC 11.44% Add +2.2% 1,353,628 $186.5M
Wells Fargo & Company 0.03% Add +1.2% 1,117,803 $154.0M
LPL Financial LLC 0.04% Add +5.4% 1,034,901 $142.6M
Allianz Asset Management GmbH 0.14% Reduce -6.5% 822,620 $113.4M
Barings LLC 2.19% Add +2.7% 811,512 $111.8M
Vernal Point Advisors, LLC 48.16% Add +59.1% 810,395 $111.7M
Goldman Sachs Group Inc. 0.02% Add +81.8% 800,342 $110.3M
DC Investments Management, LLC 44.14% Add +15.8% 772,225 $106.4M
Cresset Asset Management, LLC 0.47% Add +1.1% 767,950 $105.8M
Nepc LLC 2.74% Reduce -43.0% 755,778 $104.1M
SBI Securities Co., Ltd. 2.67% Add +0.1% 755,650 $104.1M
Cetera Investment Advisers 0.12% Add +24.7% 742,558 $102.3M
Zhang Financial LLC 3.99% Add +2.6% 712,620 $98.2M
3EDGE Asset Management, LP 5.50% New 707,428 $97.5M
Mariner, LLC 0.13% Add +4.7% 706,115 $97.3M
Wind River Trust Co 35.76% Add +3.0% 701,797 $96.7M
Raymond James Financial Inc. 0.03% Add +2.3% 693,567 $95.6M
Ameriprise Financial Inc. 0.02% Add +0.9% 682,984 $94.1M
Corient Private Wealth LP 0.14% Add +7.2% 648,048 $89.3M
Cerity Partners LLC 0.14% Add +70.5% 610,291 $84.1M
Partners Capital Investment Group, LLP 3.21% Reduce -9.2% 586,353 $80.8M
Sageworth Trust Co 3.74% Reduce -1.2% 582,385 $80.3M
HighTower Advisors, LLC 0.09% Add +9.2% 571,791 $78.8M
SCS Capital Management LLC 0.81% Add +22.9% 538,183 $74.2M
JPMorgan Chase & Co. 0.00% Add +3.2% 538,035 $74.1M
OneDigital Investment Advisors LLC 0.73% Reduce -0.3% 516,290 $71.1M
TLT Family Holdco ULC 6.35% No change 505,000 $69.6M
Tiff Advisory Services, LLC 14.27% Reduce -32.8% 497,447 $68.5M
Bleakley Financial Group, LLC 1.51% Add +0.5% 473,020 $65.2M
Evoke Wealth, LLC 1.34% Reduce -0.2% 467,124 $64.4M
Inscription Capital, LLC 6.94% Reduce -5.2% 467,031 $64.4M
National Bank of Canada 0.07% Add +34.8% 461,161 $63.5M
Fort Washington Investment Advisors Inc. 0.34% Add +0.0% 452,807 $62.4M
Commonwealth Equity Services, LLC 0.08% Add +1.9% 450,445 $62.1M
Madrone Advisors, LLC 2.98% No change 440,016 $60.6M
Yarbrough Capital, LLC 1.67% No change 390,377 $53.8M
Bank Julius Baer & Co. Ltd, Zurich 0.15% Add +3.9% 387,753 $53.4M
Wealthspire Advisors, LLC 0.26% Add +100.4% 367,560 $50.6M
Creative Planning 0.04% Add +0.3% 333,970 $46.0M
McKinley Carter Wealth Services, Inc. 2.33% Add +1.6% 322,162 $44.4M
WJ Interests, LLC 17.78% Reduce -9.3% 319,408 $44.0M
BIP Wealth, LLC 2.17% Reduce -3.7% 318,875 $43.9M
Global Endowment Management, LP 5.43% Add +4.2% 314,751 $43.4M
Simon Quick Advisors, LLC 1.87% Reduce -7.6% 300,278 $41.4M
Brighton Jones LLC 0.99% Add +3.5% 299,674 $41.3M
Stratos Wealth Partners, LTD. 0.48% Add +15.9% 294,959 $40.6M
Prentice Wealth Management LLC 9.06% Add +0.7% 266,808 $36.8M
Brown Advisory Inc. 0.05% Add +0.6% 256,384 $35.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.26% Add +12.8% 251,200 $34.6M
MML Investors Services, LLC 0.09% Add +14.6% 244,364 $33.7M
Osaic Holdings, Inc. 0.05% Add +1.9% 246,646 $33.4M
University of Chicago 16.10% Reduce -6.4% 239,037 $32.9M
Jones Financial Companies LLLP 0.02% Add +20.8% 239,193 $32.7M
Bank of Nova Scotia 0.06% Reduce -66.4% 236,038 $32.5M
Retirement Capital Strategies 12.34% Reduce -1.7% 233,462 $32.2M
Focus Partners Wealth 0.05% Reduce -2.0% 221,185 $30.5M
Bessemer Group Inc. 0.05% Add +3.7% 218,553 $30.1M
Seldon Capital LP 10.32% No change 213,135 $29.4M
Mather Group, Llc. 0.29% Reduce -2.3% 211,004 $29.1M
Ethos Financial Group, LLC 2.27% Reduce -0.6% 209,163 $28.8M
Evelyn Partners Asset Management Ltd 6.49% Reduce -3.4% 208,608 $28.7M
Accredited Investors Inc. 1.55% Reduce -0.7% 201,195 $27.7M
Laird Norton Wetherby Wealth Management, LLC 1.12% Reduce -0.3% 199,679 $27.5M
Cambridge Investment Research Advisors, Inc. 0.08% Add +61.7% 199,349 $27.5M
Mesirow Financial Investment Management, Inc. 0.49% Add +1.7% 198,849 $27.4M
GoalFusion Wealth Management, LLC 13.01% Reduce -0.3% 197,703 $27.2M
BlackRock, Inc. 0.00% Add +382.9% 196,096 $27.0M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -8.0% 194,330 $26.8M
Weil Company, Inc. 6.32% Add +9.2% 190,546 $26.3M
FSM Wealth Advisors, LLC 3.70% Add +4.2% 189,795 $26.2M
Coldstream Capital Management Inc. 0.35% Add +1.5% 187,558 $25.8M
Compass Advisory Group LLC 7.19% Add +399.9% 185,981 $25.6M
AA Financial Advisors, LLC 4.97% Add +4.3% 183,527 $25.3M
Stifel Financial Corp. 0.02% Add +1.5% 183,009 $25.2M
Heritage Wealth Advisors 1.08% Add +0.1% 178,346 $24.6M
Lido Advisors, LLC 0.10% Add +13.2% 178,722 $24.3M
Bank of New York Mellon Corp 0.00% Add +2.2% 176,348 $24.3M
Clearstead Advisors, LLC 0.35% Reduce -3.1% 174,549 $24.1M
Intelligent Financial Strategies 11.28% Add +174.0% 168,150 $23.2M
Fisher Asset Management 0.01% Add +8.1% 163,995 $22.6M
Wealth Architects, LLC 2.12% Add +0.4% 162,702 $22.4M
Moneta Group Investment Advisors LLC 0.17% Reduce -1.6% 157,542 $21.7M
Glenmede Investment Management, LP 0.10% Add +9.9% 153,942 $21.2M
Lanham O'Dell & Company, Inc. 6.26% Add +2.1% 142,622 $19.7M
Systelligence, LLC 3.63% New 138,995 $19.2M
Legal & General Group Plc 0.00% Add +0.3% 138,395 $19.0M
Evanson Asset Management, LLC 1.06% Add +0.2% 136,398 $18.8M
Coyle Financial Counsel LLC 4.31% Add +3.8% 135,545 $18.7M
NorthCoast Asset Management LLC 0.07% Reduce -1.4% 134,740 $18.6M
St. Louis Trust Co 2.28% Reduce -8.5% 132,869 $18.3M
Hoge Financial Services, LLC 10.17% Reduce -0.1% 128,741 $17.7M
Vanguard Group Inc. 0.00% Add +2.9% 128,361 $17.7M
Wealthfront Advisers LLC 0.04% Add +13.6% 123,937 $17.1M
Stratos Wealth Advisors, LLC 0.82% Reduce -2.6% 123,771 $17.1M
Red Wave Investments LLC 5.21% Add +0.8% 123,273 $17.0M
DORVAL Corp 5.47% Reduce -0.9% 119,913 $16.5M
M&T Bank Corp 0.05% No change 116,766 $16.1M
Summit Trail Advisors, LLC 0.22% Reduce -0.7% 115,903 $16.0M
Thrivent Financial for Lutherans 0.03% New 114,632 $15.8M
New England Private Wealth Advisors LLC 2.08% Add +4668.6% 114,351 $15.8M
Bank of Montreal 0.01% Add +44.8% 113,550 $15.6M
Private Advisor Group, LLC 0.08% Reduce -22.1% 112,735 $15.5M
Mercer Global Advisors Inc. 0.03% Reduce -19.1% 111,932 $15.4M
Pathstone Holdings, LLC 0.06% Add +6.0% 111,875 $15.4M
Alta Advisers Ltd 4.69% Add +138.0% 149,655 $15.3M
Smartleaf Asset Management LLC 0.95% Add +17.4% 111,339 $15.3M
Lighthouse Investment Partners, LLC 0.54% No change 108,330 $14.9M
FMR LLC 0.00% Add +14.4% 105,758 $14.6M
Foster Group, Inc. 0.45% Add +4.1% 104,839 $14.4M
Three Bridge Wealth Advisors, LLC 3.72% No change 104,619 $14.4M
HB Wealth Management, LLC 0.10% Add +3.3% 103,393 $14.2M
Vontobel Holding Ltd. 0.04% No change 103,005 $14.2M
Wealth Management Nebraska 1.67% Reduce -19.9% 101,655 $14.0M
Comerica Bank 0.05% Add +18.1% 101,326 $14.0M
Humankind Investments LLC 3.19% No change 101,000 $13.9M
Consilio Wealth Advisors, LLC 4.55% Add +1.5% 100,577 $13.9M
Fifth Third Bancorp 0.04% Reduce -3.2% 100,200 $13.8M
Strategic Blueprint, LLC 0.60% Reduce -66.9% 99,504 $13.7M
NewEdge Wealth, LLC 0.19% Reduce -3.5% 96,615 $13.5M
Oxford Financial Group, LTD. LLC 0.76% Reduce -4.5% 97,650 $13.5M
Rathbones Group PLC 0.05% Add +8.6% 96,234 $13.3M
Okabena Investment Services Inc. 2.47% Reduce -7.3% 92,416 $12.7M
Sivia Capital Partners, LLC 3.59% Reduce -1.1% 92,367 $12.7M
Bridgewater Advisors Inc. 0.88% Add +1.0% 91,576 $12.7M
Disciplina Capital Management LLC 1.53% Add +0.1% 91,481 $12.6M
Orcam Financial Group 10.13% Reduce -0.0% 91,074 $12.5M
DRW Securities, LLC 0.64% Add +877.0% 90,996 $12.5M
Quantinno Capital Management LP 0.03% Add +23.6% 89,911 $12.4M
Choreo, LLC 0.16% Add +3.0% 88,788 $12.2M
NYL Investors LLC 4.16% Add +1.2% 87,809 $12.1M
Choate Investment Advisors 0.25% Add +0.6% 87,381 $12.0M
WBH Advisory Inc. 0.91% Reduce -0.8% 86,450 $11.9M
Frisch Financial Group, Inc. 2.77% Add +0.3% 86,285 $11.9M
Gotham Asset Management 0.05% Add +13.4% 85,675 $11.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +25.4% 84,950 $11.8M
Aspen Grove Capital, LLC 1.96% Add +0.8% 84,511 $11.6M
&partners 0.07% Add +80.1% 82,674 $11.4M
Long Island Wealth Management, Inc. 5.47% Reduce -1.3% 81,564 $11.2M
Benjamin Edwards Inc. 0.13% Add +27.4% 81,239 $11.2M
Leavell Investment Management, Inc. 0.47% Add +0.9% 80,918 $11.2M
Truist Financial Corp. 0.01% Add +6.3% 80,387 $11.1M
Laird Norton Wetherby Trust Company, LLC 1.90% Add +15.0% 80,364 $11.1M
Sequoia Financial Advisors, LLC 0.06% Add +5.7% 74,936 $10.3M
Stonehage Fleming Financial Services Holdings Ltd 0.29% Add +14.5% 73,510 $10.1M
Compass Ion Advisors, LLC 0.96% Add +1.4% 72,590 $10.0M
United Capital Financial Advisors, LLC 0.07% Reduce -2.3% 72,185 $9.9M
Seven Post Investment Office LP 3.49% Add +0.1% 70,329 $9.7M
Jasper Ridge Partners, L.P. 0.22% Add +216.2% 70,093 $9.7M
Beacon Pointe Advisors, LLC 0.08% Add +26.4% 68,586 $9.5M
Financial Symmetry Inc 4.12% Add +0.1% 66,746 $9.2M
Concurrent Investment Advisors, LLC 0.16% Add +26.6% 65,959 $9.1M
Joel Isaacson & Co., LLC 0.33% Add +6.1% 65,928 $9.1M
Natixis Advisors, LLC 0.01% Add +1.6% 65,862 $9.1M
Marex Group Ltd 0.11% New 65,383 $9.0M
Addison Capital Co 2.56% Add +53.9% 62,937 $8.7M
Belpointe Asset Management LLC 0.32% Add +2.2% 61,631 $8.5M
SYM FINANCIAL Corp 0.91% Add +2.0% 61,408 $8.5M
Nisa Investment Advisors, LLC 0.03% No change 60,988 $8.4M
Investments & Financial Planning, LLC 4.48% Reduce -3.0% 60,161 $8.3M
American National Bank of Texas 7.71% — 59,401 $8.2M
Barry Investment Advisors, LLC 1.83% Reduce -1.1% 57,625 $7.9M
NewEdge Advisors, LLC 0.04% Add +77.8% 57,171 $7.9M
Fiduciary Trust Co 0.09% No change 56,948 $7.8M
Waverly Advisors, LLC 0.08% Add +9.7% 56,763 $7.8M
PDS Planning, Inc 0.54% Add +1.6% 56,577 $7.8M
Robertson Stephens Wealth Management, LLC 0.23% Reduce -0.3% 55,620 $7.7M
Squarepoint Ops LLC 0.02% New 55,510 $7.6M
Sanctuary Advisors, LLC 0.04% Add +2.5% 54,960 $7.6M
Galilei Investment Office LLP 3.64% No change 54,900 $7.6M
Myecfo, LLC 3.42% Add +0.9% 54,564 $7.5M
Walter & Keenan Wealth Management LLC /in/ 2.08% Reduce -3.4% 54,300 $7.5M
GeoWealth Management, LLC 0.27% Reduce -10.6% 54,188 $7.5M
Westmount Partners, LLC 1.92% Add +3.4% 53,751 $7.4M
Merit Financial Group, LLC 0.07% Add +21.3% 53,116 $7.3M
Waldron Private Wealth LLC 0.29% Add +12.4% 52,808 $7.3M
Stephens Inc. 0.09% Add +11.5% 52,324 $7.2M
Almanack Investment Partners, LLC. 1.11% Reduce -11.3% 52,197 $7.2M
Capital Group Private Client Services, Inc. 0.12% Add +564.1% 52,021 $7.2M
Heritage Investment Group, Inc. 1.14% Add +3.8% 51,549 $7.1M
Rwa Wealth Partners, LLC 0.08% Reduce -16.6% 51,046 $7.0M
Evelyn Partners Investment Management Services Ltd 0.94% Reduce -4.3% 51,018 $7.0M
Intergy Private Wealth, LLC 2.20% Add +1.6% 50,994 $7.0M
Old Second National Bank of Aurora 1.43% Reduce -0.6% 50,366 $6.9M
Dorsey & Whitney Trust CO LLC 0.37% No change 50,305 $6.9M
NWF Advisory Services Inc. 0.76% Add +0.4% 50,031 $6.9M
Fifth Third Securities, Inc. 0.47% Add +3.9% 49,664 $6.8M
Perigon Wealth Management, LLC 0.14% Reduce -2.0% 48,608 $6.7M
Lakewood Asset Management LLC 4.05% Add +7.5% 48,568 $6.7M
Twin Focus Capital Partners, LLC 0.82% Add +4.4% 47,034 $6.5M
ICONIQ Capital, LLC 0.08% Add +0.1% 46,589 $6.4M
Apollon Wealth Management, LLC 0.11% Add +0.1% 46,532 $6.4M
Ieq Capital, LLC 0.02% Add +3.2% 46,409 $6.4M
Cibc World Market Inc. 0.01% Add +22.2% 46,328 $6.4M
Valeo Financial Advisors, LLC 0.15% Add +3.4% 46,318 $6.4M
Integrated Wealth Concepts LLC 0.06% Add +7.8% 46,302 $6.4M
Janney Montgomery Scott LLC 0.02% Add +2.1% 46,203 $6.4M
Citigroup Inc. 0.00% Add +12.9% 44,801 $6.2M
Sovran Advisors, LLC 0.55% Add +10.4% 43,980 $6.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +0.1% 44,137 $6.1M
Banco Santander, S.A. 0.05% Reduce -54.6% 43,996 $6.1M
Captrust Financial Advisors 0.01% Add +4.6% 43,875 $6.0M
BNP Paribas Financial Markets 0.00% Reduce -57.0% 43,648 $6.0M
EverSource Wealth Advisors, LLC 0.24% Add +9.8% 43,626 $6.0M
Donor Advised Charitable Giving, Inc. 0.12% No change 43,400 $6.0M
Steward Partners Investment Advisory, LLC 0.03% Add +23.5% 43,394 $6.0M
Destiny Wealth Partners, LLC 0.73% Reduce 0.0% 43,152 $5.9M
Breakwater Investment Management 2.19% Reduce -3.5% 43,068 $5.9M
Arbor Investment Advisors, LLC 0.74% Reduce -1.3% 42,131 $5.8M
Wedmont Private Capital 0.21% Add +0.9% 41,719 $5.8M
Studio Investment Management LLC 1.09% Add +1.1% 41,760 $5.8M
Kestra Advisory Services, LLC 0.03% Reduce -11.3% 41,630 $5.7M
Secure Asset Management, LLC 0.95% Add +14.4% 41,404 $5.7M
Security National Bank of So Dak 2.86% Add +3.1% 41,275 $5.7M
Bluespring Wealth Management, LLC 0.49% Reduce -1.6% 40,971 $5.6M
Planning Directions Inc. 2.94% Add +2.5% 40,900 $5.6M
NavPoint Financial, Inc. 2.94% Add +0.3% 40,749 $5.6M
Citizens Financial Group Inc. 0.08% Add +140.6% 40,624 $5.6M
Sarasin & Partners LLP 0.05% Add +35.0% 40,413 $5.6M
Kingsview Wealth Management, LLC 0.08% Add +5.5% 40,194 $5.5M
Harpswell Capital Advisors, LLC 5.28% — 40,144 $5.5M
Ancora Advisors LLC 0.11% Add +0.1% 39,890 $5.5M
Stokes Family Office, LLC 0.52% Add +6.8% 39,504 $5.4M
Caprock Group, LLC 0.13% — 40,432 $5.4M
MAI Capital Management 0.03% Add +0.6% 38,081 $5.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.98% Reduce -0.7% 37,719 $5.2M
Northstar Group, Inc. 0.79% Add +0.6% 37,593 $5.2M
Cullen/Frost Bankers, Inc. 0.06% Add +16.8% 37,482 $5.2M
Apella Capital, LLC 0.11% Reduce -3.8% 37,243 $5.1M
Manchester Capital Management LLC 0.69% Reduce -34.0% 36,866 $5.1M
Howard Wealth Management, LLC 2.32% Add +0.5% 36,649 $5.1M
Baker Ellis Asset Management LLC 0.62% Reduce -0.3% 36,520 $5.0M
Cura Wealth Advisors, LLC 1.91% Add +56.6% 36,090 $5.0M
Alliance Wealth Advisors, LLC 1.16% New 35,986 $5.0M
Parallel Advisors, LLC 0.09% Add +2.4% 35,681 $4.9M
Ironwood Financial, llc 0.87% Add +19.9% 35,620 $4.9M
First Financial Bankshares Inc 0.10% New 35,519 $4.9M
Wealthcare Advisory Partners LLC 0.10% Add +2.3% 34,860 $4.8M
Diversified Trust Co. 0.10% Reduce -19.6% 34,515 $4.8M
Valmark Advisers, Inc. 0.06% Add +11.6% 34,463 $4.7M
Blair William & Co. 0.01% Add +6.9% 34,450 $4.7M
Readystate Asset Management LP 0.46% Add +33.1% 34,330 $4.7M
McMill Wealth Management 1.34% Reduce -16.7% 34,183 $4.7M
Farther Finance Advisors, LLC 0.07% Add +13.7% 33,784 $4.7M
Affiance Financial, LLC 0.83% Add +5.8% 33,183 $4.6M
Arkadios Wealth Advisors 0.11% Add +3.1% 32,973 $4.5M
Betterment LLC 0.01% Add +65.0% 32,727 $4.5M
Modera Wealth Management, LLC 0.05% Add +0.3% 32,558 $4.5M
Greenline Partners, LLC 0.54% Add +0.4% 32,461 $4.5M
Manchester Financial Inc. 0.89% Reduce -7.3% 32,359 $4.5M
SteelPeak Wealth, LLC 0.15% Add +898.6% 32,244 $4.4M
Equity Investment Corp. 0.09% Add +0.3% 32,028 $4.4M
Van Cleef Asset Management,Inc 0.44% No change 31,471 $4.3M
Bernzott Capital Advisors 2.04% Add +27.5% 31,372 $4.3M
AQR Capital Management 0.00% Add +221.2% 31,168 $4.3M
Novak & Powell Financial Services, Inc. 2.25% Reduce -0.0% 31,006 $4.3M
Mayflower Financial Advisors, LLC 0.53% Add +1.7% 30,870 $4.3M
Endowment Wealth Management, Inc. 1.90% Reduce -0.3% 30,323 $4.2M
Cwm, LLC 0.01% Reduce -3.2% 30,038 $4.1M
Comprehensive Wealth Management, LLC 2.93% Add +42.6% 29,969 $4.1M
Salomon & Ludwin, LLC 0.37% Add +1.7% 29,395 $4.1M
O'shaughnessy Asset Management, LLC 0.02% Add +1.9% 29,085 $4.0M
Ritholtz Wealth Management 0.08% Reduce -0.7% 28,733 $4.0M
J.W. Cole Advisors, Inc. 0.07% Add +11.2% 28,376 $3.9M
Neumann Capital Management, LLC 1.14% Add +1.4% 28,316 $3.9M
Mutual Advisors, LLC 0.09% Add +5.2% 27,984 $3.9M
University of Texas/Texas Am Investment Management Co. 0.55% No change 27,798 $3.8M
Ridgewood Investments LLC 1.61% Reduce -1.6% 27,717 $3.8M
Ariel Investments 0.04% Reduce -17.3% 27,685 $3.8M
UMB Bank, n.a. 0.06% Reduce -1.3% 27,309 $3.8M
W1M Asset Management Ltd 0.27% Add +4.5% 27,253 $3.8M
River Street Advisors LLC 1.45% Add +3.4% 27,117 $3.7M
Hemington Wealth Management 0.48% Add +1.5% 26,578 $3.7M
LongView Wealth Management 0.98% Add +25.1% 26,307 $3.6M
Independent Financial Group, LLC 0.09% Add +9.9% 26,292 $3.6M
Boxwood Ventures, Inc. 4.02% No change 26,192 $3.6M
Compass Capital Corp. /Ma/ 1.57% Add +19.5% 25,610 $3.6M
Seamount Financial Group Inc. 1.70% Add +0.4% 26,093 $3.6M
Capital International Investors 0.00% Add +11.1% 25,526 $3.5M
Americana Partners, LLC 0.11% Add +0.0% 25,341 $3.5M
SilverOak Wealth Management LLC 0.59% Add +0.1% 25,310 $3.5M
Sharkey, Howes & Javer 0.45% Reduce -8.2% 25,279 $3.5M
Allie Family Office LLC 1.63% Reduce -5.3% 24,947 $3.4M
Whipplewood Advisors, LLC 2.25% Reduce -10.8% 24,805 $3.4M
Tanager Wealth Management LLP 0.36% Add +5.9% 24,775 $3.4M
Insigneo Advisory Services, LLC 0.24% Add +1.8% 24,699 $3.4M
Portside Wealth Group, LLC 0.46% Add +1108.8% 24,297 $3.3M
Coston, McIsaac & Partners 0.78% Reduce -1.0% 23,913 $3.3M
Windsor Advisory Group, LLC 2.91% Add +2.3% 23,892 $3.3M
Aspiring Ventures, LLC 1.17% Reduce -0.3% 23,335 $3.2M
GC Wealth Management RIA, LLC 0.10% Reduce -12.4% 22,774 $3.1M
Signaturefd, LLC 0.05% Add +0.4% 22,656 $3.1M
Verity Asset Management, Inc. 1.00% Add +96.8% 22,180 $3.1M
Curi Capital, LLC 0.06% Add +0.5% 22,088 $3.0M
AlphaCore Capital LLC 0.10% Add +20.6% 21,811 $3.0M
Bank Hapoalim BM 0.38% Add +17.3% 21,671 $3.0M
Pictet North America Advisors SA 0.28% Add +0.8% 21,609 $3.0M
BBR Partners, LLC 0.17% No change 21,566 $3.0M
Bangor Savings Bank 0.25% No change 21,500 $3.0M
Franklin Resources Inc. 0.00% No change 21,418 $3.0M
Fiducient Advisors LLC 0.34% Reduce -5.3% 21,141 $2.9M
Symmetry Partners, LLC 0.31% Reduce -3.8% 20,731 $2.9M
Wilson & Boucher Capital Management, LLC 1.88% Add +27.0% 20,702 $2.9M
Midwestern Financial, LLC 2.41% Reduce -3.5% 20,408 $2.8M
Wealthstream Advisors, Inc. 0.42% Reduce -0.2% 20,294 $2.8M
Royal Fund Management, LLC 0.33% Reduce -19.7% 20,108 $2.8M
West Family Investments, Inc. 0.62% Reduce -0.0% 19,288 $2.8M
VestGen Advisors, LLC 0.09% Add +0.8% 19,917 $2.7M
Balentine LLC 0.10% Add +11.4% 19,894 $2.7M
Jane Street Group, LLC 0.00% Reduce -98.7% 19,703 $2.7M
Certior Financial Group, LLC 1.83% New 19,564 $2.7M
Hartmann Taylor Wealth Management, LLC 1.92% Add +2.1% 19,436 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -1.9% 19,435 $2.7M
Bailard, Inc. 0.06% Add +343.2% 19,411 $2.7M
Freestone Capital Holdings, LLC 0.08% Reduce -2.8% 19,225 $2.6M
Strategic Family Wealth Counselors, L.L.C. 0.68% Add +4.3% 19,131 $2.6M
BSW Wealth Partners 0.33% Add +18.5% 19,025 $2.6M
Scotia Capital Inc. 0.01% Add +5.7% 18,850 $2.6M
Snowden Capital Advisors LLC 0.07% Reduce -0.2% 18,584 $2.6M
Venture Visionary Partners LLC 0.09% Add +40.1% 18,513 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.4% 18,416 $2.5M
Cutler Investment Counsel LLC 0.27% Add +6.7% 18,406 $2.5M
HT Partners LLC 0.76% Reduce -7.7% 18,139 $2.5M
Sowell Financial Services LLC 0.10% Add +2.7% 18,033 $2.5M
First Pacific Advisors, LP 0.03% Add +7.1% 17,965 $2.5M
Fort Point Capital Partners LLC 0.31% Reduce -9.3% 17,810 $2.5M
Verus Financial Partners, Inc. 0.23% Add +19.9% 17,676 $2.4M
HTG Investment Advisors, Inc. 0.82% Add +10.9% 17,619 $2.4M
Harbour Investments, Inc. 0.05% Reduce -7.9% 17,382 $2.4M
Neuberger Berman Group LLC 0.00% Add +2.4% 17,082 $2.4M
Edmond DE Rothschild Holding S.A. 0.04% No change 17,000 $2.3M
Daymark Wealth Partners, LLC 0.08% Reduce -4.8% 16,958 $2.3M
CX Institutional 0.07% Add +1.8% 16,949 $2.3M
Efficient Advisors, LLC 0.13% Reduce -7.8% 16,938 $2.3M
Blueprint Financial Advisors LLC 0.50% New 16,880 $2.3M
Blueprint Investment Partners LLC 0.33% New 16,880 $2.3M
Annis Gardner Whiting Capital Advisors, LLC 0.48% Reduce -2.4% 16,792 $2.3M
First Citizens Bank & Trust Co. 0.05% Add +0.6% 16,675 $2.3M
Thompson Investment Management, Inc. 0.31% No change 16,560 $2.3M
Ewa, LLC 0.63% Reduce -0.8% 16,513 $2.3M
Astoria Strategic Wealth, Inc. 0.57% Reduce -3.0% 16,353 $2.3M
Wedbush Securities Inc. 0.07% Add +4.8% 16,351 $2.3M
Investment Planning Advisors, Inc. 0.71% Add +12.0% 16,285 $2.2M
Presilium Private Wealth, LLC 0.42% Add +0.6% 16,238 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +2.1% 16,185 $2.2M
Silver Coast Investments LLC 0.76% Add +25.1% 16,137 $2.2M
Sagespring Wealth Partners, LLC 0.04% Add +24.7% 16,131 $2.2M
CFS Investment Advisory Services, LLC 0.16% Add +6.1% 15,625 $2.2M
HRC Wealth Management, LLC 1.07% Add +3.0% 15,872 $2.2M
180 Wealth Advisors, LLC 0.26% Reduce -0.3% 15,626 $2.2M
D.A. Davidson & Co. 0.01% Add +0.1% 15,402 $2.1M
Keybank National Association 0.01% Add +56.7% 15,344 $2.1M
Barclays PLC 0.00% No change 15,050 $2.1M
AlTi Global, Inc. 0.05% Add +1.1% 15,012 $2.1M
Synovus Financial Corp. 0.02% Reduce -18.3% 14,911 $2.1M
SC&H Financial Advisors, Inc. 0.33% Reduce -9.1% 14,739 $2.0M
Permanent Capital Management, LP 0.37% — 14,345 $2.0M
Levin Capital Strategies, L.P. 0.18% No change 14,345 $2.0M
AllSquare Wealth Management LLC 1.03% Add +0.9% 14,143 $1.9M
Threadgill Financial, LLC 0.94% Add +265.8% 14,087 $1.9M
Arete Wealth Advisors, LLC 0.12% Add +536.9% 14,050 $1.9M
Cornerstone Financial Group, LLC 1.50% Add +3.1% 14,012 $1.9M
Fingerlakes Wealth Management, Inc. 1.26% Reduce -0.3% 13,995 $1.9M
Creekside Partners 0.84% Reduce -1.8% 13,905 $1.9M
Silver Oak Advisory Group, Inc. 0.86% Add +4.5% 13,735 $1.9M
Spire Wealth Management 0.06% Reduce -10.7% 13,688 $1.9M
Savant Capital, LLC 0.01% Add +40.3% 13,395 $1.8M
Redmond Asset Management, LLC 0.45% Reduce -0.4% 13,331 $1.8M
Warren Street Wealth Advisors, LLC 0.55% Add +4.3% 13,213 $1.8M
Chicago Partners Investment Group LLC 0.05% Add +0.1% 12,832 $1.8M
Waddell & Associates, LLC 0.15% Reduce -0.3% 13,183 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.0% 13,052 $1.8M
Kingswood Wealth Advisors, LLC 0.11% Add +0.3% 12,853 $1.8M
Texas Yale Capital Corp. 0.06% Reduce -0.5% 12,805 $1.8M
Strategic Investment Solutions, Inc. 0.46% Add +85.5% 12,534 $1.7M
Abacus Planning Group, Inc. 0.24% Add +12.1% 12,674 $1.7M
United Financial Planning Group LLC 1.09% — 32,061 $1.7M
Montis Financial, LLC 0.40% New 12,600 $1.7M
Murphy & Mullick Capital Management Corp 1.28% Add +0.8% 12,543 $1.7M
Pinnacle Financial Partners Inc 0.04% New 12,528 $1.7M
Stonebridge Financial Group, LLC 0.15% No change 12,497 $1.7M
Evercore Wealth Management, LLC 0.03% No change 12,399 $1.7M
Focus Financial Network, Inc. 0.06% Add +11.7% 12,348 $1.7M
XY Planning Network, Inc. 0.58% No change 13,238 $1.7M
Assetmark, Inc. 0.00% Add +156.2% 12,156 $1.7M
Gladstone Institutional Advisory LLC 0.06% Add +9.6% 12,099 $1.7M
Nicholson Meyer Capital Management, Inc. 1.27% Add +9.2% 12,030 $1.7M
Triangle Securities Wealth Management 0.37% Reduce -4.3% 11,861 $1.6M
L.K. Benson & Company, P.C. 0.88% Reduce -5.0% 11,783 $1.6M
Trilogy Capital Inc. 0.07% Add +528.8% 11,721 $1.6M
HFM Investment Advisors, LLC 0.65% Add +1.9% 11,658 $1.6M
LBMC Investment Advisors, LLC 0.10% Reduce -28.2% 11,543 $1.6M
Equitable Holdings, Inc. 0.01% Add +35.4% 11,481 $1.6M
M Holdings Securities, Inc. 0.33% New 11,392 $1.6M
Successful Portfolios LLC 0.90% Add +35.5% 11,229 $1.5M
Keel Point, LLC 0.09% Add +28.9% 11,141 $1.5M
Flagship Harbor Advisors, LLC 0.07% Reduce -20.0% 11,055 $1.5M
Graves Light Lenhart Wealth, Inc. 0.17% Reduce -3.2% 10,997 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +1.3% 10,927 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +0.1% 10,925 $1.5M
Capitolis Liquid Global Markets LLC 0.01% Reduce -82.3% 10,800 $1.5M
MidAtlantic Capital Management, Inc. 1.01% Reduce -2.8% 10,736 $1.5M
Debussy Capital Management LP 0.21% Reduce -0.7% 10,694 $1.5M
Charter Oak Capital Management, LLC 0.11% Add +15.5% 10,620 $1.5M
Fortis Capital Advisors, LLC 0.23% Reduce -0.9% 10,576 $1.5M
Patriot Investment Management Group, Inc. 0.10% Add +0.0% 10,565 $1.5M
CGN Advisors LLC 0.12% Add +0.0% 10,541 $1.5M
New Capital Management LP 0.38% Reduce -1.7% 10,480 $1.4M
Sax Wealth Advisors, LLC 0.08% Reduce -0.2% 10,396 $1.4M
Innealta Capital, LLC 0.71% New 10,380 $1.4M
Sage Investment Counsel LLC 1.58% Add +0.0% 10,358 $1.4M
Ameritas Advisory Services, LLC 0.09% Add +77.9% 10,354 $1.4M
Trellis Wealth Advisors LLC 0.58% Add +0.0% 10,315 $1.4M
Empire Life Investments Inc. 0.08% Add +20.2% 10,303 $1.4M
GenTrust, LLC 0.06% Add +0.0% 10,261 $1.4M
Rockingstone Advisors LLC 0.70% Add +0.6% 10,246 $1.4M
Manuka Financial, LLC 0.88% Reduce -0.3% 10,230 $1.4M
Mgo One Seven LLC 0.03% Add +13.6% 10,124 $1.4M
TBH Global Asset Management, LLC 0.27% New 10,010 $1.4M
Tudor Financial Inc. 0.73% Add +1.3% 10,005 $1.4M
Brand Asset Management Group, Inc. 0.39% Reduce -2.0% 10,004 $1.4M
RBF Capital, LLC 0.06% No change 10,000 $1.4M
Cary Street Partners Financial LLC 0.04% Reduce -21.2% 9,992 $1.4M
Level Four Advisory Services, LLC 0.05% Add +57.5% 9,921 $1.4M
Tortoise Investment Management, LLC 0.12% Add +1.4% 9,879 $1.4M
Roehl & Yi Investment Advisors, LLC 0.59% Add +3.2% 9,879 $1.4M
Austin Wealth Management, LLC 0.21% Reduce -2.4% 9,760 $1.4M
Krilogy Financial LLC 0.05% New 9,650 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +276.3% 9,773 $1.3M
Leo Wealth, LLC 0.17% Reduce -40.0% 9,720 $1.3M
JFS Wealth Advisors, LLC 0.08% No change 9,617 $1.3M
Drystone LLC 1.19% Reduce -5.7% 9,587 $1.3M
Hubbell Strickland Wealth Management, LLC 0.54% Add +0.2% 9,574 $1.3M
FF Advisors,LLC 0.63% No change 9,507 $1.3M
Asset Management Group, Inc. 0.21% Add +0.3% 9,461 $1.3M
IHT Wealth Management, LLC 0.03% Add +14.2% 9,459 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Reduce -57.3% 9,385 $1.3M
Schrum Private Wealth Management LLC 0.94% Add +0.1% 9,268 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +0.0% 9,244 $1.3M
Compass Financial Group, INC 0.19% Reduce -5.3% 9,197 $1.3M
Cobblestone Capital Advisors LLC 0.06% Reduce -0.2% 9,149 $1.3M
Matrix Trust Co 0.20% New 9,080 $1.3M
Kathleen S. Wright Associates Inc. 0.46% No change 9,072 $1.3M
Sellwood Investment Partners LLC 0.50% Reduce -15.5% 9,065 $1.2M
Rothschild Investment LLC 0.07% Add +8.9% 9,063 $1.2M
Windward Private Wealth Management Inc. 0.43% Add +0.3% 9,060 $1.2M
Kathmere Capital Management, LLC 0.09% Add +0.6% 9,060 $1.2M
Viewpoint Investment Partners Corp. 0.68% No change 9,700 $1.2M
Mission Wealth Management, LP 0.03% Reduce -0.8% 9,043 $1.2M
Family Manage LLC 0.17% No change 9,006 $1.2M
Principle Wealth Partners LLC 0.07% No change 8,911 $1.2M
Versant Capital Management, Inc 0.17% Add +10.3% 8,858 $1.2M
Kendall Capital Management 0.27% Reduce -0.7% 8,653 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Add +0.7% 8,653 $1.2M
Global Retirement Partners, LLC 0.03% Add +5.6% 8,645 $1.2M
Gateway Wealth Partners, LLC 0.16% Add +39.0% 8,637 $1.2M
Tudor Investment Corporation 0.01% Reduce -20.2% 8,637 $1.2M
Unison Advisors LLC 0.11% Add +3.5% 8,623 $1.2M
Arlington Trust Co LLC 0.21% No change 8,608 $1.2M
Financial Management Professionals, Inc. 0.12% Reduce -16.8% 8,606 $1.2M
Fiduciary Financial Group, LLC 0.19% Add +0.1% 8,540 $1.2M
Trevian Wealth Management LLC 0.63% Add +0.0% 8,530 $1.2M
Midwest Trust Co 0.02% Add +3.3% 8,503 $1.2M
Newton One Investments LLC 0.34% Reduce -4.0% 8,438 $1.2M
Roundview Capital LLC 0.07% Add +0.8% 8,359 $1.2M
Johnson & White Wealth Management, LLC 0.53% Reduce -0.9% 8,328 $1.1M
Pine Harbor Wealth Management, LLC 0.37% Add +4.7% 8,320 $1.1M
Compound Planning, Inc. 0.04% Add +151.8% 8,306 $1.1M
Crestwood Advisors Group, LLC 0.02% Reduce -3.0% 8,261 $1.1M
Nikulski Financial, Inc. 0.29% Reduce -0.6% 8,234 $1.1M
PFG Advisors 0.05% New 8,177 $1.1M
Eagle Rock Investment Company, LLC 0.17% New 8,169 $1.1M
Boyce & Associates Wealth Consulting, Inc. 0.91% Reduce -1.8% 8,103 $1.1M
Ackerman Capital Advisors, LLC 0.23% Add +0.4% 8,058 $1.1M
Archford Capital Strategies, LLC 0.13% No change 8,042 $1.1M
Aspen Capital Management, LLC 0.28% Add +0.0% 7,960 $1.1M
Argent Trust Co 0.04% No change 7,909 $1.1M
Catalyst Financial Partners LLC 0.13% Reduce -4.4% 7,908 $1.1M
Westbourne Investments, Inc. 0.52% Add +3.8% 7,700 $1.1M
Brookwood Investment Group LLC 0.14% Reduce -26.7% 7,834 $1.1M
One Capital Management, LLC 0.03% Add +0.1% 7,719 $1.1M
Silverlake Wealth Management LLC 0.26% Reduce -27.8% 7,708 $1.1M
Main Street Financial Solutions, LLC 0.07% Add +25.2% 7,671 $1.1M
Avior Wealth Management, LLC 0.03% Add +1.9% 7,671 $1.1M
TD Asset Management Inc 0.00% No change 7,663 $1.1M
Divergent Planning, LLC 0.28% Add +5.4% 7,591 $1.1M
BFI Infinity Ltd. 0.70% No change 7,632 $1.1M
GTS Securities LLC 0.04% Add +62.2% 7,607 $1.0M
New England Professional Planning Group Inc. 0.48% Reduce -8.3% 7,574 $1.0M
C M Bidwell & Associates Ltd. 0.50% Add +17.7% 7,568 $1.0M
Dodds Wealth, LLC 0.26% Reduce -0.3% 7,560 $1.0M
Sonoma Private Wealth LLC 1.24% No change 7,560 $1.0M
Brightwater Advisory LLC 0.71% Reduce -4.2% 7,555 $1.0M
JTC Employer Solutions Trustee Ltd 0.09% No change 7,500 $1.0M
Five Pine Wealth Management 0.70% Reduce -4.1% 7,487 $1.0M
Brown Brothers Harriman & Co. 0.01% No change 7,480 $1.0M
Brickley Wealth Management 0.18% Add +3.7% 7,478 $1.0M
Fiera Capital Corp 0.00% Add +2.4% 7,475 $1.0M
Strait & Sound Wealth Management LLC 0.39% Reduce -0.1% 7,425 $1.0M
GEN Financial Management, INC. 0.88% Reduce -15.3% 7,421 $1.0M
Sierra Capital LLC 0.11% Add +0.3% 7,403 $1.0M
SWP Financial LLC 0.52% No change 7,357 $1.0M
Essex Financial Services, Inc. 0.06% Reduce -0.1% 7,353 $1.0M
Nicholas Hoffman & Company, LLC. 0.02% Add +3.0% 7,269 $1.0M
Elite Financial, Inc. 0.46% Add +24.7% 7,117 $1.0M
First PREMIER Bank 0.23% Add +0.0% 7,265 $1.0M
Means Investment Co., Inc. 0.09% Reduce -10.0% 7,229 $996K
Moseley Investment Management Inc. 0.30% Add +8.2% 7,216 $994K
Financial Engines Advisors L.L.C. 0.00% Add +11.0% 7,210 $994K
Baker Avenue Asset Management, LP 0.02% Reduce -4.2% 7,186 $990K
MIdWestOne Financial Group, Inc. 0.12% No change 7,166 $987K
Strategy Asset Managers LLC 0.18% Reduce -5.9% 7,140 $984K
Farmers & Merchants Investments Inc. 0.03% No change 7,124 $982K
Y.D. More Investments Ltd 0.06% No change 7,085 $976K
Ade, LLC 0.48% Reduce -0.3% 6,960 $959K
Blue Edge Capital, LLC 0.14% Reduce -33.0% 6,907 $952K
Vista Capital Partners, Inc. 0.10% Reduce -5.1% 6,825 $941K
FC Advisory LLC 0.27% Reduce -0.8% 6,818 $940K
Rehmann Capital Advisory Group 0.05% Add +4.1% 6,783 $935K
Vanguard Personalized Indexing Management, LLC 0.01% Add +6.7% 6,667 $919K
First Interstate Bank 0.05% No change 6,650 $916K
Northwest Wealth Management, LLC 0.15% Reduce -0.8% 6,636 $914K
Principal Securities, Inc. 0.01% Add +4.9% 6,604 $910K
Quadrant Capital Group LLC 0.03% Add +0.2% 6,576 $906K
Barlow Wealth Partners, LLC 0.10% No change 6,525 $904K
Weiss Asset Management LP 0.02% New 6,483 $893K
Cardiff Park Advisors, LLC 0.07% Add +94.3% 6,483 $893K
Verdence Capital Advisors LLC 0.05% Add +8.7% 6,232 $883K
Prosperity Consulting Group, LLC 0.04% New 6,355 $876K
Smith, Moore & Co. 0.07% Add +2.8% 6,320 $871K
Cambridge Financial Group, LLC 0.28% Add +0.2% 6,305 $869K
Wakefield Asset Management LLLP 0.24% No change 6,297 $868K
Genus Capital Management Inc. 0.10% No change 6,289 $867K
Sage Mountain Advisors LLC 0.05% No change 6,234 $859K
Kestra Private Wealth Services, LLC 0.01% Add +5.2% 6,231 $859K
Ballentine Partners, LLC 0.01% Reduce -2.8% 6,216 $857K
Berman McAleer LLC 0.12% — 6,189 $853K
Fermata Advisors, LLC 0.21% Reduce -4.6% 6,140 $846K
Vested Financial Planning, LLC 0.68% Add +107.1% 6,052 $834K
Allworth Financial LP 0.00% Reduce -0.6% 6,027 $831K
Lumbard & Kellner, LLC 0.30% No change 5,914 $815K
Wesbanco Bank Inc. 0.02% Add +224.4% 5,911 $815K
Mustard Seed Financial, LLC 0.52% Add +1.3% 5,882 $811K
TD Waterhouse Canada Inc. 0.01% Add +15.2% 5,850 $810K
Latitude Advisors, LLC 0.37% Add +75.2% 5,863 $808K
Total Wealth Planning, LLC 0.09% Reduce -15.8% 5,847 $806K
Client 1ST Advisory Group, LLC 0.27% Reduce -2.9% 5,829 $803K
Procyon Advisors, LLC 0.05% Add +4.9% 5,781 $797K
Checchi Capital Advisers, LLC 0.05% Reduce -2.7% 5,761 $794K
Burkett Financial Services, LLC 0.27% Add +3.8% 5,734 $790K
Simplicity Wealth,LLC 0.05% Reduce -40.1% 5,665 $781K
Roble, Belko & Company, Inc 0.11% No change 5,658 $780K
IFG Advisory, LLC 0.03% Add +10.8% 5,569 $767K
Norden Group LLC 0.08% New 5,507 $759K
Tocqueville Asset Management L.P. 0.01% Reduce -40.2% 5,496 $757K
AdvisorNet Financial, Inc 0.04% Add +0.7% 5,436 $749K
Financial Perspectives, Inc 0.21% Add +14.0% 5,423 $747K
Aspiriant, LLC 0.02% Add +6.3% 5,389 $743K
Mayfair Advisory Group, LLC 0.32% Add +0.1% 5,377 $741K
Jennison Associates LLC 0.00% Reduce -25.6% 5,363 $739K
Plancorp, LLC 0.02% Reduce -0.0% 5,335 $735K
Attessa Capital LLC 0.43% Add +6.2% 5,293 $729K
TD Private Client Wealth LLC 0.02% Reduce -3.5% 5,280 $728K
Garrison Point Advisors, LLC 0.30% Add +3.0% 5,225 $720K
Cornerstone Advisors Asset Management, LLC 0.13% Add +0.3% 5,203 $717K
Ashton Thomas Private Wealth, LLC 0.02% Add +13.1% 5,185 $714K
TrueWealth Financial Partners 0.36% Add +13.6% 5,180 $714K
Integrity Financial Corp 0.34% Add +0.2% 5,157 $711K
Weaver Consulting Group 0.18% Add +2.9% 5,151 $710K
JMG Financial Group, Ltd. 0.02% No change 5,120 $706K
Five Oceans Advisors 0.26% Add +0.8% 5,120 $706K
Astoria Portfolio Advisors LLC. 0.19% New 5,058 $705K
Blue Trust, Inc. 0.01% Add +0.2% 5,116 $705K
Well Done, LLC 0.12% Add +13.9% 5,112 $704K
American Money Management, LLC 0.12% Reduce -5.8% 5,109 $704K
AE Wealth Management LLC 0.00% Reduce -18.2% 5,085 $701K
Brass Tax Wealth Management, Inc. 0.12% Add +60.9% 5,079 $700K
Litman Gregory Wealth Management LLC 0.05% Add +3.2% 5,000 $689K
Blackston Financial Advisory Group, LLC 0.41% Reduce -5.8% 4,990 $688K
Christensen, King & Associates Investment Services, Inc. 0.29% Add +0.0% 4,950 $682K
Tactive Advisors, LLC 0.19% Add +27.6% 4,926 $679K
Boston Trust Walden Corp 0.01% Reduce -9.2% 4,925 $679K
Pinnacle Wealth Planning Services, Inc. 0.08% No change 4,921 $678K
Brandywine Oak Private Wealth LLC 0.06% Add +0.2% 4,859 $670K
Vista Investment Management 0.23% Reduce -2.0% 4,842 $667K
Cooper Financial Group 0.07% No change 4,833 $666K
Summit Financial, LLC 0.01% Add +66.5% 4,786 $660K
Turtle Creek Wealth Advisors, LLC 0.06% New 4,765 $657K
Agf Management Ltd. 0.00% Reduce -2.4% 4,748 $654K
StoneX Group Inc. 0.03% Add +42.7% 4,725 $651K
Indiana Trust & Investment Management Co 0.20% No change 4,721 $651K
Gilbert & Cook, Inc. 0.08% New 4,696 $647K
First Manhattan Co. Llc. 0.00% Reduce -3.8% 4,688 $646K
Empowered Funds, LLC 0.01% New 4,687 $646K
Capital Advisory Group Advisory Services, LLC 0.20% Add +2.2% 4,615 $636K
Avidian Wealth Enterprises, LLC 0.02% Add +4.1% 4,611 $635K
Polen Capital Management LLC 0.00% Reduce -17.1% 4,586 $632K
Titleist Asset Management, LLC 0.06% Add +1.0% 4,579 $631K
TCTC Holdings, LLC 0.02% No change 4,547 $627K
Triad Wealth Partners, LLC 0.08% Add +99.3% 4,547 $627K
Group One Trading LLC 0.02% New 4,443 $612K
Pennington Partners & Co., LLC 0.29% No change 4,439 $612K
Atria Investments, Inc 0.01% New 4,420 $609K
Greenwich Wealth Management LLC 0.03% Add +2.3% 4,410 $608K
Monument Capital Management 0.15% Add +0.2% 4,377 $603K
Greenleaf Trust 0.01% No change 4,368 $602K
Clear Harbor Asset Management, LLC 0.04% Reduce -1.0% 4,346 $599K
Port Capital LLC 0.02% No change 4,316 $595K
Cahill Financial Advisors Inc. 0.07% Add +18.1% 4,313 $594K
McGinn Penninger Investment Management, Inc. 0.35% Reduce -11.3% 4,295 $592K
Hudock, Inc. 0.09% Add +0.2% 4,288 $591K
World Investment Advisors 0.01% Add +3.5% 4,277 $589K
Mosaic Family Wealth Partners, LLC 0.07% Add +0.1% 4,265 $586K
BCR Wealth Strategies, LLC 0.21% Add +16.8% 4,249 $585K
RFG Advisory, LLC 0.01% Add +15.4% 4,239 $584K
Prime Buchholz LLC 0.32% Reduce -99.6% 4,236 $584K
F&V Capital Management, LLC 0.13% New 4,220 $582K
Samalin Investment Counsel, LLC 0.20% Reduce -3.3% 4,209 $580K
Verum Partners LLC 0.12% Add +1.8% 4,203 $579K
Mayport, LLC 0.13% Reduce -7.8% 4,188 $577K
Curbstone Financial Management Corp 0.11% No change 4,180 $576K
Richard Bernstein Advisors LLC 0.02% Reduce -9.9% 4,084 $574K
Collaborative Wealth Managment Inc. 0.23% Add +1.0% 4,158 $573K
Macroview Investment Management LLC 0.43% Add +0.3% 4,133 $569K
Olistico Wealth, LLC 0.30% No change 4,132 $569K
LGL Partners, LLC 0.24% Add +0.3% 4,126 $569K
Wetzel Investment Advisors, Inc. 0.24% Reduce -2.7% 4,126 $569K
Advisory Services Network, LLC 0.01% Reduce -21.1% 4,116 $567K
HUB Investment Partners, LLC 0.02% Reduce -4.7% 4,113 $567K
Lantern Wealth Advisors, LLC 0.30% Add +3.5% 4,098 $565K
Berger Financial Group, Inc 0.03% Add +37.4% 4,078 $562K
Unconventional Investor, LLC 0.28% New 4,064 $560K
Ground Swell Capital, LLC 1.23% New 4,059 $559K
VSM Wealth Advisory, LLC 0.17% Add +0.3% 4,021 $554K
IFP Advisors, Inc 0.01% Add +51.1% 4,013 $553K
Fragasso Financial Advisors Inc 0.03% Add +6.1% 3,969 $552K
Lighthouse Financial LLC 0.36% Reduce -2.4% 4,000 $551K
Nomura Asset Management Co. Ltd. 0.00% No change 3,996 $551K
First National Corp. /Ma/ 0.10% Add +0.8% 3,954 $548K
Flower City Capital 0.29% Add +4.3% 3,953 $545K
Proffitt & Goodson Inc. 0.08% Reduce -0.2% 3,937 $543K
MBE Wealth Management, LLC 0.23% Add +1.6% 3,928 $541K
Algorithmic Investment Models, LLC 0.36% Reduce -4.1% 3,908 $539K
Gibbs Wealth Management 0.12% New 3,889 $536K
Chesley Taft & Associates LLC 0.02% Add +0.2% 3,880 $535K
MorganRosel Wealth Management, LLC 0.14% Reduce -2.9% 3,819 $526K
Battery Global Advisors, LLC 0.24% New 3,770 $520K
L. Roy Papp & Associates, LLP 0.06% No change 3,765 $519K
Optima Capital LLC 0.25% Add +0.3% 3,734 $515K
Coordinated Financial Services, Inc. 0.33% New 3,728 $514K
Lesa Sroufe & Co 0.41% Add +19.1% 3,722 $513K
Private Trust Co. NA 0.04% Reduce -0.9% 3,694 $509K
BOS Asset Management, LLC 0.14% No change 3,685 $508K
Cheviot Value Management, LLC 0.05% No change 3,571 $506K
Sterling Investment Advisors, Ltd. 0.10% Add +2.7% 3,649 $503K
DAVENPORT & Co LLC 0.00% Add +29.8% 3,640 $502K
Mainsail Asset Management, LLC 0.22% New 3,635 $501K
Pinnacle Bancorp, Inc. 0.15% Add +0.8% 3,603 $496K
Financial Network Wealth Advisors LLC 0.54% New 3,596 $496K
AMG National Trust Bank 0.01% New 3,591 $495K
Prospera Financial Services Inc 0.01% Reduce -42.5% 3,587 $494K
Savvy Advisors, Inc. 0.02% Reduce -8.8% 3,581 $493K
Addis & Hill, Inc 0.30% No change 3,544 $491K
Aerodigm Wealth, LLC 0.21% No change 3,534 $489K
First Foundation Advisors 0.02% No change 3,551 $489K
Signature Estate & Investment Advisors LLC 0.01% Add +0.8% 3,548 $489K
DB Fitzpatrick & Co, Inc 0.44% Add +0.0% 3,545 $489K
Chilton Investment Co. Inc. 0.01% Add +20.0% 3,544 $488K
Columbus Macro, LLC 0.06% Reduce -72.4% 3,537 $487K
Nations Financial Group Inc, /Ia/ 0.03% Add +1.5% 3,532 $487K
Pure Financial Advisors, LLC 0.01% Reduce -1.3% 3,524 $486K
Resolute Advisors LLC 0.12% Add +0.3% 3,515 $484K
FAS Wealth Partners, Inc. 0.03% Add +14.1% 3,500 $482K
ETF Portfolio Partners, Inc. 0.13% Reduce -4.1% 3,500 $482K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -14.8% 3,500 $482K
TCI Wealth Advisors, Inc. 0.03% Add +4.7% 3,496 $482K
Forum Financial Management, LP 0.01% Add +19.2% 3,495 $482K
Kanawha Capital Management LLC 0.03% No change 3,470 $478K
LifeGuide Financial Advisors, LLC 0.18% No change 3,713 $477K
Rinkey Investments 0.13% New 3,439 $474K
SG Americas Securities, LLC 0.00% Reduce -58.4% 3,429 $473K
Kovack Advisors, Inc. 0.04% Reduce -0.9% 3,430 $473K
Dynamic Advisor Solutions LLC 0.01% Reduce -1.0% 3,420 $471K
Tiaa Trust, National Association 0.00% Add +36.0% 3,397 $468K
Providence Capital Advisors, LLC 0.08% No change 3,374 $465K
Geometric Wealth Advisors 0.06% No change 3,371 $465K
Advance Capital Management, Inc. 0.02% Add +7.0% 3,370 $464K
Harbour Investment Management LLC 0.20% Reduce -10.7% 3,361 $463K
Perennial Advisors, LLC 0.08% No change 3,355 $462K
Old National Bancorp 0.01% No change 3,346 $461K
Aua Capital Management, LLC 0.26% No change 3,343 $461K
CFO4Life Group, LLC 0.07% Add +2.7% 3,326 $458K
Magnolia Capital Advisors LLC 0.12% Add +31.3% 3,298 $454K
Retirement Planning Group, LLC 0.02% Reduce -2.1% 3,294 $454K
Nova Wealth Management, Inc. 0.32% No change 3,283 $452K
Lincoln Capital LLC 0.08% Add +12.1% 3,235 $450K
Formidable Asset Management, LLC 0.07% No change 3,500 $450K
Walkner Condon Financial Advisors LLC 0.07% Reduce -0.1% 3,226 $445K
Visionary Wealth Advisors 0.02% Add +36.1% 3,213 $443K
Diversify Advisory Services, LLC 0.01% New 3,138 $442K
Tillman Hartley LLC 0.11% Reduce -29.8% 3,187 $439K
Larson Financial Group LLC 0.02% Add +105.4% 3,169 $437K
Burton Enright Welch 0.07% Add +6.5% 3,134 $432K
Chicago Capital, LLC 0.01% New 3,134 $432K
Ameliora Wealth Management Ltd. 0.14% Add +288.1% 3,105 $428K
Fifth Third Wealth Advisors LLC 0.02% Reduce -2.7% 3,094 $426K
Clark Asset Management, LLC 0.05% Add +0.2% 3,093 $426K
Lutz Financial Services LLC 0.03% Reduce -2.6% 3,082 $425K
Waterloo Capital, L.P. 0.03% Add +17.0% 3,065 $422K
Hanson & Doremus Investment Management 0.05% Add +13.0% 3,065 $422K
Riverwater Partners LLC 0.17% Add +59.2% 3,057 $421K
IMA Advisory Services, Inc. 0.04% Reduce -61.2% 3,514 $421K
Foundations Investment Advisors, LLC 0.01% Reduce -67.4% 3,045 $420K
Soltis Investment Advisors LLC 0.03% New 3,033 $418K
WealthShield Partners, LLC 0.05% No change 3,014 $415K
Kwmg, LLC 0.04% New 3,012 $415K
RS Crum Inc. 0.09% No change 3,005 $414K
Resonant Capital Advisors, LLC 0.02% No change 3,000 $413K
Fielder Capital Group LLC 0.09% New 2,971 $409K
RAM Investment Partners, LLC 0.08% Reduce -0.1% 2,961 $408K
Pointe Capital Management LLC 0.20% Reduce -3.6% 2,929 $404K
Bradley Foster & Sargent Inc. 0.01% Add +0.4% 2,916 $402K
Capital Asset Advisory Services LLC 0.02% Reduce -2.8% 2,882 $397K
Axxcess Wealth Management, LLC 0.01% Reduce -3.2% 2,882 $397K
Applied Capital LLC 0.16% Add +3.9% 2,856 $394K
Claret Asset Management Corp 0.05% No change 2,855 $393K
Laurel Wealth Advisors LLC 0.05% No change 2,850 $393K
Melfa Wealth Management, Inc. 0.23% Add +0.2% 2,834 $390K
Oak Family Advisors, LLC 0.13% Add +11.9% 2,829 $390K
Brookstone Capital Management 0.00% Add +6.6% 2,808 $387K
Park Avenue Securities LLC 0.00% Reduce -0.8% 2,799 $386K
Sigma Planning Corp 0.01% Add +47.8% 2,785 $384K
Templeton & Phillips Capital Management, LLC 0.28% New 2,778 $383K
Fort Vancouver Investment Management, LLC 0.21% Add +11.6% 2,748 $379K
Realta Investment Advisors 0.13% Add +53.3% 2,744 $378K
Courier Capital LLC 0.02% Reduce -0.4% 2,716 $374K
Western Wealth Management, LLC 0.02% Reduce -6.6% 2,713 $374K
Fiduciary Group, LLC 0.03% No change 2,702 $372K
Main Management LLC 0.03% Reduce -1.4% 2,690 $371K
Prosperity Planning, Inc. 0.14% Add +0.6% 2,686 $370K
Kraft, Davis & Associates, LLC 0.09% Reduce -11.9% 2,649 $370K
Heartwood Wealth Advisors LLC 0.03% Add +16.0% 2,664 $367K
MontVue Capital Management, Inc. 0.25% Reduce -4.9% 2,654 $366K
HBK Sorce Advisory LLC 0.01% Add +4.6% 2,638 $364K
BridgePort Financial Solutions, LLC 0.10% Add +0.3% 2,639 $364K
Smith Salley Wealth Management 0.02% No change 2,637 $363K
M Wealth Management, LLC 0.32% Reduce -0.4% 2,630 $362K
Leith Wheeler Investment Counsel Ltd. 0.02% No change 2,626 $362K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 2,622 $361K
Caitlin John, LLC 0.25% Reduce -5.4% 2,611 $360K
Boston Standard Wealth Management, LLC 0.06% Add +0.3% 2,605 $359K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% No change 2,594 $357K
CENTRAL TRUST Co 0.01% Add +26.9% 2,593 $357K
Arcadia Investment Advisors LLC 0.17% Reduce -2.8% 2,572 $354K
Composition Wealth, LLC 0.01% New 2,571 $354K
Bank of Hawaii 0.02% Reduce -27.7% 2,563 $353K
Rebalance, LLC 0.02% Add +7.5% 2,563 $353K
Baird Financial Group, Inc. 0.00% Add +2.2% 2,559 $353K
Centaurus Financial, Inc. 0.02% Add +0.2% 2,551 $351K
Thrive Wealth Management, LLC 0.05% Add +6.2% 2,545 $351K
Centurion Wealth Management LLC 0.08% No change 2,540 $350K
Valley Forge Investment Consultants Inc. Adv 0.10% Add +0.0% 2,533 $349K
Synergy Financial Group, LTD 0.23% No change 2,514 $346K
Modern Wealth Management, LLC 0.01% New 2,509 $346K
Signal Advisors Wealth, LLC 0.03% Reduce -3.1% 2,505 $345K
Creative Financial Designs Inc. 0.02% Add +4.4% 2,503 $345K
N.E.W. Advisory Services LLC 0.03% Add +0.1% 2,502 $345K
Creekmur Asset Management LLC 0.06% No change 2,500 $345K
Genesis Wealth Advisors, LLC 0.24% No change 2,475 $341K
Regions Financial Corp. 0.00% No change 2,475 $341K
Flagship Private Wealth, LLC 0.14% Add +0.4% 2,454 $338K
United Wealth Management, LLC 0.09% No change 2,448 $337K
Commerce Bank 0.00% No change 2,444 $337K
CreativeOne Wealth, LLC 0.01% Add +4.4% 2,439 $336K
Hohimer Wealth Management, LLC 0.05% No change 2,418 $333K
Cassaday & Co Wealth Management LLC 0.01% No change 2,418 $333K
First Community Trust NA 0.26% No change 2,415 $333K
Vise Technologies, Inc. 0.01% Add +22.4% 2,406 $332K
Elevation Wealth Partners, LLC 0.12% Reduce -15.0% 2,397 $330K
Etesian Wealth Advisors, Inc. 0.11% Reduce -9.2% 2,382 $328K
Moors & Cabot, Inc. 0.01% No change 2,375 $327K
Embree Financial Group 0.04% Reduce -5.0% 2,366 $326K
Columbia River Financial Group, LLC 0.20% No change 2,316 $326K
Next Capital Management LLC 0.11% No change 2,364 $326K
Red Door Wealth Management, LLC 0.03% No change 2,359 $325K
Alliance Wealth Management Group 0.07% Reduce -7.4% 2,358 $325K
Towercrest Capital Management 0.05% Reduce -7.4% 2,358 $325K
Hurlow Wealth Management Group, Inc. 0.08% Reduce -4.5% 2,309 $318K
Waller Financial Planning Group, Inc. 0.07% Add +5.4% 2,296 $316K
Murphy, Middleton, Hinkle & Parker, Inc. 0.15% Add +0.1% 2,275 $313K
Modus Advisors, LLC 0.09% Reduce -0.5% 2,272 $313K
Simplex Trading, LLC 0.01% New 2,268 $312K
Acorn Wealth Advisors, LLC 0.10% Add +0.2% 2,258 $311K
Matisse Capital 0.14% Add +7.4% 2,239 $308K
JP Wealth Management, Inc. 0.21% No change 2,230 $307K
Norris Perne & French LLP 0.02% No change 2,195 $302K
Sumitomo Mitsui Financial Group, Inc. 0.01% No change 2,195 $302K
Mindset Wealth Management, LLC 0.08% No change 2,186 $301K
Rakuten Securities, Inc. 0.11% Add +337.8% 2,176 $300K
Schneider Downs Wealth Management Advisors, LP 0.04% No change 2,165 $298K
Amplius Wealth Advisors, LLC 0.03% Reduce -55.7% 2,159 $298K
OneAscent Financial Services LLC 0.02% Reduce -7.1% 2,158 $297K
Foster Dykema Cabot & Partners, LLC 0.02% No change 2,157 $297K
TruNorth Capital Management, LLC 0.06% No change 2,143 $295K
Bedel Financial Consulting, Inc. 0.04% No change 2,140 $295K
QRG Capital Management, Inc. 0.00% Reduce -22.1% 2,137 $294K
Phoenix Financial Ltd. 0.00% No change 2,135 $294K
Nwam LLC 0.02% New 2,113 $294K
Citadel Advisors 0.00% New 2,130 $294K
Gutierrez Wealth Advisory, LLC 0.19% Reduce -31.4% 2,127 $293K
Regal Investment Advisors LLC 0.02% Add +6.6% 2,123 $293K
Prosperity Wealth Management, Inc. 0.10% Add +11.9% 2,114 $291K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Reduce -37.4% 2,110 $291K
Register Financial Advisors LLC 0.11% Reduce -2.0% 2,102 $290K
Prime Capital Investment Advisors, LLC 0.00% Add +32.4% 2,089 $288K
Heritage Trust Co 0.03% No change 2,086 $287K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -1.6% 2,089 $287K
TFB Advisors LLC 0.08% Add +5.0% 2,086 $286K
Ascent Group, LLC 0.01% Reduce -3.6% 2,074 $286K
Petix & Botte Co 0.07% No change 2,062 $284K
Evolution Advisers, Inc. 0.13% Add +0.7% 2,057 $284K
DecisionPoint Financial, LLC 0.07% Reduce -7.6% 2,047 $284K
Everhart Financial Group, Inc. 0.03% New 2,051 $283K
Beacon Financial Advisory LLC 0.07% Add +0.1% 2,042 $281K
Vantage Point Financial LLC 0.11% Add +2.2% 2,023 $279K
Garde Capital, Inc. 0.01% Add +0.5% 2,006 $276K
Cynosure Group, LLC 0.03% New 2,004 $276K
Oliver Luxxe Assets LLC 0.04% Reduce -4.8% 2,001 $276K
Citizens & Northern Corp. 0.07% No change 2,000 $276K
Seven Springs Wealth Group, LLC 0.07% No change 2,000 $276K
Wealthedge Investment Advisors, LLC 0.10% Add +12.4% 1,998 $275K
Regimen Wealth, LLC 0.08% New 1,998 $275K
Balboa Wealth Partners 0.05% New 1,997 $275K
Sage Capital Advisors,llc 0.07% Add +9.9% 1,983 $273K
Haverford Trust Co 0.00% No change 1,970 $271K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -13.2% 1,968 $271K
Strategies Wealth Advisors, LLC 0.03% Add +1.6% 1,959 $270K
PFG Investments, LLC 0.01% Add +12.1% 1,947 $268K
Karpus Management, Inc. 0.01% Reduce -3.5% 1,945 $268K
Mason & Associates, LLC 0.07% No change 2,085 $268K
Facet Wealth, Inc. 0.01% Add +9.4% 1,930 $266K
PTM Wealth Management, LLC 0.16% Add +0.4% 1,880 $262K
Gryphon Financial Partners LLC 0.03% Add +2.5% 1,887 $260K
Cabot-Wellington, LLC 0.08% No change 1,859 $256K
Verus Capital Partners, LLC 0.02% Add +1.6% 1,853 $255K
Golden State Wealth Management, LLC 0.03% Add +0.3% 1,851 $255K
American Investment Services, Inc. 0.06% Reduce -8.6% 1,848 $255K
Austin Asset Management Co Inc 0.05% New 1,836 $253K
Signal Tree Financial Partners LLC 0.20% Reduce -7.6% 1,816 $252K
Parkwoods Wealth Partners, LLC 0.09% New 1,821 $251K
Tranquility Partners, LLC 0.08% New 1,815 $250K
Cypress Capital, LLC 0.07% No change 1,810 $249K
Seven Mile Advisory 0.04% New 1,801 $248K
Disciplined Investors, L.L.C. 0.18% Add +0.7% 1,801 $248K
Clifford Group, LLC 0.19% No change 1,793 $247K
eCIO, Inc. 0.09% Reduce -1.6% 1,785 $246K
Cornerstone Wealth Management, LLC 0.01% Add +0.7% 1,776 $245K
Vermillion & White Wealth Management Group, LLC 0.14% Reduce -0.8% 1,776 $245K
Ridgepath Capital Management LLC 0.10% Reduce -6.5% 1,765 $243K
Country Club Bank 0.01% No change 1,770 $243K
Diversify Wealth Management, LLC 0.01% New 1,722 $242K
Heritage Financial Services, LLC 0.02% Reduce -0.5% 1,755 $242K
Evelyn Partners Investment Management LLP 0.01% Add +4.0% 1,750 $241K
Objective Capital Management, LLC 0.25% Add +0.1% 1,750 $241K
Hapanowicz & Associates Financial Services, Inc 0.11% No change 1,749 $241K
Carr Financial Group Corp 0.07% Reduce -0.3% 1,731 $239K
Marco Investment Management LLC 0.02% No change 1,718 $237K
Empower Advisory Group, LLC 0.00% Reduce -0.2% 1,711 $236K
Aspire Growth Partners LLC 0.17% New 1,700 $234K
Argonautica Private Wealth Management, Inc. 0.07% New 1,698 $234K
Purkiss Capital Advisors LLC 0.11% No change 1,693 $233K
RTD Financial Advisors, Inc. 0.03% Reduce -12.3% 1,692 $233K
Guyasuta Investment Advisors Inc. 0.01% Add +0.1% 1,686 $232K
Strid Group, LLC 0.03% Add +0.5% 1,683 $232K
AF Advisors, Inc. 0.09% No change 1,681 $232K
Harrell Investment Partners, LLC 0.05% No change 1,674 $231K
Spinnaker Investment Group, LLC 0.04% New 1,662 $229K
Axiom Financial Strategies, LLC 0.10% New 1,656 $228K
Addison Advisors LLC 0.05% No change 1,633 $225K
JDH Wealth Management, LLC 0.16% Add +0.2% 1,617 $223K
Tacita Capital Inc 0.13% No change 1,608 $222K
Welch Group, LLC 0.01% Add +0.1% 1,604 $221K
BTG Pactual Asset Management US LLC 0.03% Reduce -6.4% 1,717 $221K
Essential Partners LLC 0.07% Add +0.1% 1,601 $221K
CLG LLC 0.06% New 1,599 $220K
BigSur Wealth Management LLC 0.05% No change 1,597 $220K
Liberty Wealth Management LLC 0.03% Reduce -1.4% 1,597 $220K
SOL Capital Management CO 0.02% Add +1.9% 1,595 $220K
Journey Advisory Group, LLC 0.02% New 1,593 $220K
Global Wealth Management Investment Advisory, Inc. 0.04% New 1,592 $219K
Independent Wealth Network Inc. 0.07% Add +0.6% 1,576 $217K
Sound Income Strategies, LLC 0.01% Add +30.5% 1,565 $217K
Tandem Financial, LLC 0.08% No change 1,575 $217K
Lynx Investment Advisory 0.13% New 1,573 $217K
Connecticut Wealth Management, LLC 0.01% New 1,572 $217K
USAdvisors Wealth Management, LLC 0.07% Add +0.6% 1,568 $216K
Pacific Sage Partners, LLC 0.04% New 1,566 $216K
Concorde Asset Management, LLC 0.09% — 1,521 $211K
Buckhead Capital Management LLC 0.08% New 1,526 $210K
Klingman & Associates, LLC 0.01% New 1,523 $210K
Bath Savings Trust Co 0.02% New 1,520 $209K
Lakeridge Wealth Management LLC 0.09% New 1,517 $209K
Asset Dedication, LLC 0.01% No change 1,514 $209K
Beaumont Financial Advisors, LLC 0.01% New 1,513 $209K
Financial Harvest, LLC 0.14% New 1,510 $208K
Peapack Gladstone Financial Corp. 0.00% New 1,505 $207K
Pinnacle Financial Group, LLC / IL 0.06% New 1,500 $207K
Wick Capital Partners, LLC 0.05% New 1,499 $207K
McIlrath & Eck, LLC 0.02% Add +11.8% 1,498 $206K
Trinity Financial Advisors LLC 0.06% New 1,498 $206K
MPS Loria Financial Planners, LLC 0.05% New 1,495 $206K
Plante Moran Financial Advisors, LLC 0.01% No change 1,492 $206K
Roberts Glore & Co. Inc. 0.06% New 1,489 $205K
LPWM LLC 0.05% New 1,485 $205K
Elevate Wealth Advisory, Inc. 0.15% Add +5.6% 1,479 $204K
Canvas Wealth Advisors, LLC 0.04% New 1,463 $203K
E&G Advisors, LLC 0.05% New 1,476 $203K
Palisade Asset Management, LLC 0.02% New 1,439 $198K
3Chopt Investment Partners, LLC 0.04% Add +0.1% 1,436 $198K
Raffa Wealth Management, LLC 0.03% Add +30.5% 1,403 $193K
Crewe Advisors LLC 0.02% No change 1,388 $191K
Signature Resources Capital Management, LLC 0.10% No change 1,360 $187K
Prudent Man Investment Management, Inc. 0.10% No change 1,587 $186K
Copia Wealth Management 0.14% Reduce -7.1% 1,318 $182K
Lazard Asset Management LLC 0.00% Add +26.0% 1,751 $180K
Bogart Wealth, LLC 0.01% Add +0.2% 1,277 $176K
Tidemark, LLC 0.05% No change 1,275 $176K
Geneos Wealth Management Inc. 0.00% Reduce -19.3% 1,227 $169K
SouthState Bank Corp 0.01% No change 1,166 $161K
Perkins Coie Trust Co 0.03% No change 1,130 $156K
Rossmore Private Capital 0.02% New 1,105 $152K
Maryland Capital Advisors Inc. 0.05% Reduce -10.4% 1,098 $151K
2UniFi Bank 0.07% No change 1,084 $149K
Topsail Wealth Management, LLC 0.02% No change 1,037 $143K
Qube Research & Technologies Ltd 0.00% Add +199.7% 998 $138K
Smithfield Trust Co 0.01% Reduce -12.1% 1,010 $137K
CoreCap Advisors, LLC 0.00% Add +46.4% 985 $136K
Trust Co. of Vermont 0.01% Add +15.2% 985 $136K
TD Capital Management LLC 0.01% Reduce -12.2% 976 $134K
Capital Investment Advisory Services, LLC 0.01% Reduce -5.0% 914 $126K
Your Advocates Ltd., LLP 0.04% Add +1.0% 914 $126K
Glassman Wealth Services 0.02% Add +143.6% 889 $123K
Truvestments Capital LLC 0.02% No change 873 $120K
Urban Financial Advisory Corp 0.05% Reduce -10.5% 852 $117K
Princeton Global Asset Management LLC 0.02% Add +0.2% 847 $117K
Medallion Wealth Advisors, LLC 0.04% Add +11.4% 841 $116K
Aptus Capital Advisors, LLC 0.00% Add +27.8% 841 $116K
GHP Investment Advisors, Inc. 0.00% Add +139.0% 839 $116K
Fiduciary Advisors, Inc. 0.09% Add +0.1% 820 $113K
New Republic Capital, LLC 0.03% New 816 $112K
Robinswood Financial LLC 0.04% Reduce -6.9% 799 $110K
Cloud Capital Management, LLC 0.06% New 783 $107K
Center for Financial Planning, Inc. 0.01% No change 773 $107K
LRI Investments, LLC 0.01% Add +0.4% 732 $101K
Quest 10 Wealth Builders, Inc. 0.09% Reduce -1.1% 725 $100K
Cherry Tree Wealth Management, LLC 0.02% Reduce -13.6% 711 $98K
Fairman Group, LLC 0.08% Add +0.3% 710 $98K
Future Financial Wealth Managment LLC 0.06% No change 700 $96K
TFC Financial Management, Inc. 0.01% Add +13.0% 669 $92K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.1% 661 $92K
Dunhill Financial, LLC 0.03% Reduce -0.2% 640 $88K
Westside Investment Management, Inc. 0.01% No change 630 $87K
Ameritas Investment Partners, Inc. 0.00% Reduce -13.7% 631 $87K
SJS Investment Consulting Inc. 0.01% No change 600 $83K
Russell Investments Group, Ltd. 0.00% Reduce -0.7% 572 $79K
Jackson, Grant Investment Advisers, Inc. 0.03% Add +0.4% 553 $76K
Private Wealth Management Group, LLC 0.02% No change 496 $68K
Howe & Rusling Inc. 0.00% Add +1.6% 493 $68K
Eastern Bank 0.00% Reduce -7.2% 492 $68K
Oakworth Capital, Inc. 0.00% No change 481 $66K
Stuart Chaussee & Associates, Inc. 0.01% No change 464 $64K
Glen Eagle Advisors, LLC 0.01% Add +0.2% 459 $63K
Rialto Wealth Management, LLC 0.02% Reduce -80.8% 448 $62K
Red Lighthouse Investment Management, LLC 0.02% No change 437 $60K
Phillips Financial Management, LLC 0.00% No change 422 $58K
DiNuzzo Private Wealth, Inc. 0.01% No change 425 $57K
Quent Capital, LLC 0.00% New 405 $56K
JDM Financial Group LLC 0.02% No change 377 $52K
Wolff Wiese Magana LLC 0.03% No change 370 $51K
Country Trust Bank 0.00% No change 359 $49K
Compass Financial Services Inc 0.02% No change 355 $49K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 335 $46K
Abound Wealth Management 0.01% Add +552.9% 333 $46K
Atlantic Private Wealth, LLC 0.03% Add +11.4% 1,547 $46K
Rossby Financial, LCC 0.01% Reduce -36.0% 327 $45K
Advantage Trust Co 0.02% No change 327 $45K
Root Financial Partners, LLC 0.00% New 325 $45K
Biltmore Family Office, LLC 0.01% No change 323 $45K
Avion Wealth 0.01% Reduce -32.0% 313 $43K
Bank of New Hampshire 0.01% No change 300 $41K
Hazlett, Burt & Watson, Inc. 0.01% No change 284 $39K
Lanark Financial, Inc. 0.00% Add +26.9% 283 $39K
North Star Investment Management Corp. 0.00% No change 281 $39K
Washington Trust Advisors, Inc. 0.00% Add +0.4% 278 $38K
Rosenberg Matthew Hamilton 0.01% No change 275 $38K
Webster Bank, N. A. 0.00% No change 256 $35K
10Elms LLP 0.04% Add +27.2% 248 $34K
DHJJ Financial Advisors, Ltd. 0.01% No change 246 $34K
Pension & Wealth Management Advisors, Inc. 0.01% No change 241 $33K
Morling Financial Advisors, LLC 0.01% No change 229 $32K
Strategic Wealth Partners, Ltd. 0.00% Reduce -47.0% 226 $31K
Millstone Evans Group, LLC 0.02% Add +1457.1% 218 $30K
Nemes Rush Group LLC 0.00% New 206 $28K
Cordgrass Capital Advisors, LLC 0.01% Add +5.9% 197 $27K
Halbert Hargrove Global Advisors, LLC 0.00% No change 189 $26K
Pacific Center for Financial Services 0.01% No change 186 $26K
Painted Porch Advisors LLC 0.01% Reduce -38.0% 186 $26K
Guerra Advisors Inc 0.01% New 178 $25K
Archer Investment Corp 0.01% No change 176 $24K
NFSG Corp 0.00% Reduce -43.3% 174 $24K
GPS Wealth Strategies Group, LLC 0.00% No change 173 $24K
Park Place Capital Corp 0.00% No change 160 $22K
Wealth Watch Advisors, INC 0.01% New 155 $21K
Independence Bank of Kentucky 0.00% No change 155 $21K
Aviso Financial Inc. 0.00% New 150 $21K
Salem Investment Counselors Inc. 0.00% No change 150 $21K
Cary Street Partners Investment Advisory LLC 0.01% New 148 $20K
Wiser Advisor Group LLC 0.03% New 147 $20K
Grey Fox Wealth Advisors, LLC 0.00% New 145 $20K
Cornerstone Planning Group LLC 0.00% Reduce -82.8% 104 $19K
Cornerstone National Bank & Trust Co 0.01% No change 135 $19K
Fortis Group Advisors, LLC 0.00% No change 126 $17K
Financial Freedom, LLC 0.01% No change 120 $17K
Bruce G. Allen Investments, LLC 0.01% Add +0.9% 117 $16K
Whittier Trust Co. 0.00% No change 113 $16K
Accredited Wealth Management, LLC 0.01% Add +18837.0% 24,050 $15K
Bellevue Asset Management, LLC 0.01% No change 110 $15K
Red Tortoise LLC 0.01% No change 110 $15K
Curio Wealth, LLC 0.01% No change 110 $15K
Rexford Capital Inc. 0.01% No change 108 $15K
West Paces Advisors Inc. 0.00% Reduce -16.0% 105 $14K
Gladwyn Financial Advisors, Inc. 0.01% No change 104 $14K
First Pacific Financial 0.00% No change 101 $14K
Missouri Trust & Investment Co 0.00% No change 100 $14K
Darwin Wealth Management, LLC 0.00% Reduce -2.0% 99 $14K
First Financial Corp. 0.00% New 79 $11K
Horizon Investments, LLC 0.00% No change 76 $10K
WestEnd Advisors, LLC 0.00% Reduce -62.9% 75 $10K
City Holding Co. 0.00% New 75 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 74 $10K
PayPay Securities Corp 0.36% Add +7.3% 74 $10K
Friedenthal Financial 0.00% No change 66 $9K
Northwest Capital Management Inc 0.01% No change 54 $7K
Davis Capital Management 0.00% — 51 $7K
Strategic Investment Advisors / MI 0.00% New 27,673 $7K
4Thought Financial Group Inc. 0.00% Add +28.9% 49 $7K
Gen-Wealth Partners Inc 0.00% Add +11.6% 48 $7K
Parkside Financial Bank & Trust 0.00% Add +27.0% 47 $7K
North Capital, Inc. 0.00% Add +2.4% 42 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.3% 41 $6K
Pillar Financial Advisors, LLC 0.00% Add +2.5% 41 $6K
Beaird Harris Wealth Management, LLC 0.00% Reduce -12.8% 34 $5K
Physician Wealth Advisors, Inc. 0.00% No change 33 $5K
Coastline Trust Co 0.00% No change 30 $4K
Westfuller Advisors, LLC 0.00% New 29 $4K
Bfsg, LLC 0.00% No change 28 $4K
Virtus Advisers, LLC 0.00% No change 26 $4K
Gold Investment Management Ltd. 0.00% No change 20 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $2K
Caldwell Sutter Capital, Inc. 0.00% New 17 $2K
Global Trust Asset Management, LLC 0.00% No change 17 $2K
Colonial Trust Advisors 0.00% Add +6.3% 17 $2K
Pin Oak Investment Advisors Inc. 0.00% No change 16 $2K
Quaker Wealth Management, LLC 0.00% No change 15 $2K
Centerpoint Advisors, LLC 0.00% Add +71.4% 12 $2K
Hantz Financial Services, Inc. 0.00% No change 11 $2K
Proathlete Wealth Management LLC 0.00% Add +16.7% 14 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 14 $2K
Legacy Wealth Managment, LLC 0.00% New 9 $1K
Front Row Advisors LLC 0.00% No change 7 $965
Nvwm, LLC 0.00% No change 5 $726
Bell Investment Advisors, Inc 0.00% No change 5 $695
Montag A & Associates Inc. 0.00% No change 4 $552
Albion Financial Group 0.00% No change 3 $424
New Millennium Group LLC 0.00% No change 2 $276
Anchor Investment Management, LLC 0.00% No change 1 $138
Main Street Group, LTD 0.00% No change 1 $138
Atwood & Palmer Inc. 0.00% No change 1 $136

"% 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.