Vanguard Tot World STK ETFVTETF
13F holders, Q4 2025 (December 31)1,212holders +118
96new positions
46sold out
5famous investors
$140.61avg. 13F price*
At the end of Q4 2025, 1,212 institutions reported holding Vanguard Tot World STK ETF (VT) in their 13F filings, up 118 from Q3 2025. 96 opened new positions and 46 sold out. The largest holders were Rakuten Investment Management, Inc. ($2.1B), Cambridge Associates LLC /Ma/ ($1.1B) and Morgan Stanley ($937.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Tot World STK ETF
- CUSIP
- 922042742
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $394.8M |
| Exits | 46 | $57.2M |
All 13F filers, Q3 2025 → Q4 2025: 17,401,952 shares bought and 7,198,055 shares sold, net +10,203,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,212 holders
| Rakuten Investment Management, Inc. | 7.17% | No change | 15,505,097 | $2.1B |
| Cambridge Associates LLC /Ma/ | 18.70% | Add +46.0% | 8,100,494 | $1.1B |
| Morgan Stanley | 0.06% | Add +30.7% | 6,649,142 | $937.9M |
| US Bancorp \de | 0.70% | Add +6.6% | 4,237,931 | $597.8M |
| Schroder Investment Management Group | 0.40% | Reduce -45.9% | 3,745,912 | $531.8M |
| Bank of America Corp. | 0.03% | Add +22.8% | 3,172,664 | $447.5M |
| Northern Trust Corp. | 0.05% | Reduce -5.8% | 2,521,517 | $355.7M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Reduce -1.3% | 2,310,259 | $325.9M |
| Royal Bank of Canada | 0.05% | Reduce -10.4% | 2,202,322 | $310.7M |
| Envestnet Portfolio Solutions, Inc. | 1.07% | Add +4.0% | 2,166,409 | $305.6M |
| Brandywine Trust Co. | 49.65% | Add +1.3% | 2,007,783 | $283.2M |
| Alliancebernstein L.P. | 0.08% | Reduce -0.8% | 1,707,244 | $240.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +15.4% | 1,655,384 | $233.5M |
| Cerity Partners OCIO LLC | 12.46% | Add +4.9% | 1,596,998 | $225.3M |
| Lockheed Martin Investment Management Co. | 7.51% | No change | 1,595,000 | $225.0M |
| UBS Group AG | 0.04% | Reduce -2.7% | 1,546,824 | $218.2M |
| Angeles Wealth Management, LLC | 11.12% | Add +5.6% | 1,428,931 | $201.6M |
| Raymond James Financial Inc. | 0.06% | Add +91.3% | 1,326,577 | $187.1M |
| Wells Fargo & Company | 0.03% | Add +8.1% | 1,208,839 | $170.5M |
| Bain Capital Public Equity, LP | 96.40% | New | 1,156,202 | $163.1M |
| LPL Financial LLC | 0.04% | Add +10.5% | 1,143,205 | $161.3M |
| Quantinno Capital Management LP | 0.31% | Add +1131.3% | 1,107,069 | $156.2M |
| Rockefeller Capital Management L.P. | 0.26% | Reduce -47.8% | 1,025,743 | $144.7M |
| Nepc LLC | 2.80% | Add +23.1% | 930,776 | $131.3M |
| Brown Advisory Inc. | 0.18% | Add +258.9% | 920,278 | $129.8M |
| Vernal Point Advisors, LLC | 52.24% | Add +10.8% | 898,109 | $126.7M |
| Barings LLC | 2.38% | Add +9.0% | 884,856 | $124.8M |
| DC Investments Management, LLC | 51.95% | Add +7.8% | 832,746 | $117.5M |
| Cresset Asset Management, LLC | 0.49% | Add +7.2% | 823,182 | $116.1M |
| SBI Securities Co., Ltd. | 2.85% | Add +3.8% | 784,617 | $110.7M |
| Cetera Investment Advisers | 0.12% | Add +3.3% | 767,079 | $108.2M |
| SCS Capital Management LLC | 1.10% | Add +36.5% | 734,752 | $103.6M |
| Zhang Financial LLC | 3.77% | Add +0.6% | 716,978 | $101.1M |
| Madrone Advisors, LLC | 6.07% | Add +58.1% | 695,893 | $98.2M |
| Mariner, LLC | 0.12% | Reduce -1.9% | 693,080 | $97.8M |
| Corient Private Wealth LP | 0.13% | Add +6.7% | 691,286 | $97.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.7% | 678,248 | $95.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.8% | 666,172 | $94.0M |
| National Bank of Canada | 0.09% | Add +39.9% | 645,271 | $91.0M |
| Wind River Trust Co | 33.57% | Reduce -9.2% | 637,337 | $89.9M |
| Cerity Partners LLC | 0.13% | Reduce -0.1% | 609,724 | $86.0M |
| Tiff Advisory Services, LLC | 14.68% | Add +21.6% | 604,720 | $85.3M |
| Jane Street Group, LLC | 0.10% | Add +2951.3% | 601,191 | $84.8M |
| Sageworth Trust Co | 3.51% | Reduce -0.4% | 580,227 | $81.8M |
| HighTower Advisors, LLC | 0.09% | Add +1.1% | 578,013 | $81.5M |
| Partners Capital Investment Group, LLP | 3.01% | Reduce -2.4% | 572,306 | $80.7M |
| Allianz Asset Management GmbH | 0.09% | Reduce -33.0% | 550,970 | $77.7M |
| Bank of Montreal | 0.03% | Add +367.8% | 531,229 | $74.9M |
| OneDigital Investment Advisors LLC | 0.73% | Add +2.5% | 529,316 | $74.7M |
| Nearwater Capital Markets, Ltd | 1.27% | New | 527,500 | $74.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.4% | 509,119 | $71.8M |
| Bleakley Financial Group, LLC | 1.23% | Add +6.4% | 503,183 | $71.0M |
| Inscription Capital, LLC | 7.20% | Add +6.4% | 496,930 | $70.1M |
| Evoke Wealth, LLC | 1.30% | Add +2.4% | 478,189 | $67.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +4.9% | 472,525 | $66.7M |
| Fort Washington Investment Advisors Inc. | 0.34% | No change | 452,807 | $63.9M |
| TLT Family Holdco ULC | 6.98% | Reduce -10.7% | 451,000 | $63.6M |
| Battery Global Advisors, LLC | 29.27% | Add +4898.3% | 188,437 | $63.2M |
| BlackRock, Inc. | 0.00% | Add +125.3% | 441,780 | $62.3M |
| BIP Wealth, LLC | 2.01% | Add +26.8% | 404,446 | $57.1M |
| Yarbrough Capital, LLC | 1.71% | No change | 390,377 | $55.1M |
| Focus Partners Wealth | 0.06% | Add +73.1% | 382,850 | $54.0M |
| Truist Financial Corp. | 0.07% | Add +364.0% | 373,005 | $52.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.36% | Add +47.9% | 371,400 | $52.4M |
| 3EDGE Asset Management, LP | 2.71% | Reduce -47.7% | 370,065 | $52.2M |
| Creative Planning | 0.04% | Add +10.4% | 368,786 | $52.0M |
| Citigroup Inc. | 0.04% | Add +719.3% | 367,043 | $51.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 366,039 | $51.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.14% | Reduce -6.0% | 364,403 | $51.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.97% | Add +312.9% | 331,788 | $46.8M |
| Global Endowment Management, LP | 5.80% | Add +4.6% | 329,171 | $46.4M |
| Stratos Wealth Partners, LTD. | 0.52% | Add +9.9% | 324,300 | $45.7M |
| Brighton Jones LLC | 1.64% | Add +5.2% | 315,207 | $44.5M |
| Alta Advisers Ltd | 15.72% | Add +176.4% | 413,611 | $43.4M |
| Jones Financial Companies LLLP | 0.03% | Add +24.7% | 298,212 | $42.1M |
| WJ Interests, LLC | 17.36% | Reduce -10.4% | 286,077 | $40.4M |
| MML Investors Services, LLC | 0.10% | Add +15.2% | 281,479 | $39.7M |
| Prentice Wealth Management LLC | 9.05% | Add +5.2% | 280,682 | $39.6M |
| Topor & Co. Korea | 28.37% | — | 266,915 | $37.7M |
| McKinley Carter Wealth Services, Inc. | 2.02% | Reduce -20.3% | 256,654 | $36.2M |
| Simon Quick Advisors, LLC | 1.56% | Reduce -15.6% | 253,333 | $35.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.7% | 244,957 | $34.6M |
| Bank of Nova Scotia | 0.05% | Add +3.3% | 243,900 | $34.4M |
| Bessemer Group Inc. | 0.05% | Add +10.7% | 241,914 | $34.1M |
| University of Chicago | 16.31% | No change | 239,037 | $33.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +12.2% | 218,049 | $30.8M |
| Ethos Financial Group, LLC | 2.25% | Add +2.9% | 215,288 | $30.4M |
| Retirement Capital Strategies | 11.21% | Reduce -8.2% | 214,355 | $30.2M |
| Seldon Capital LP | 10.41% | No change | 213,135 | $30.1M |
| Threadgill Financial, LLC | 12.32% | Add +1405.0% | 212,006 | $29.9M |
| Mather Group, Llc. | 0.30% | Reduce -2.2% | 206,277 | $29.1M |
| FSM Wealth Advisors, LLC | 3.89% | Add +6.4% | 201,861 | $28.5M |
| GoalFusion Wealth Management, LLC | 12.99% | Add +0.7% | 199,156 | $28.1M |
| Accredited Investors Inc. | 1.48% | Reduce -2.0% | 197,095 | $27.8M |
| Mesirow Financial Investment Management, Inc. | 0.55% | Reduce -3.9% | 191,008 | $26.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -5.1% | 189,115 | $26.7M |
| Weil Company, Inc. | 6.13% | Reduce -0.9% | 188,836 | $26.6M |
| Coldstream Capital Management Inc. | 0.35% | Add +0.4% | 188,351 | $26.6M |
| Compass Advisory Group LLC | 7.17% | Add +1.1% | 188,120 | $26.5M |
| Lanham O'Dell & Company, Inc. | 7.46% | Add +28.8% | 183,744 | $25.9M |
| Heritage Wealth Advisors | 0.96% | No change | 178,346 | $25.2M |
| Fisher Asset Management | 0.01% | Add +8.7% | 178,262 | $25.1M |
| &partners | 0.13% | Add +115.3% | 178,034 | $25.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 174,686 | $24.6M |
| BNP Paribas Financial Markets | 0.02% | Add +293.8% | 171,877 | $24.2M |
| Clearstead Advisors, LLC | 0.30% | Reduce -2.0% | 171,068 | $24.1M |
| Stifel Financial Corp. | 0.02% | Reduce -6.7% | 170,823 | $24.1M |
| AA Financial Advisors, LLC | 4.45% | Reduce -7.0% | 170,719 | $24.1M |
| Lido Advisors, LLC | 0.10% | Reduce -2.8% | 173,782 | $24.0M |
| Wealth Architects, LLC | 2.11% | Add +2.2% | 166,316 | $23.5M |
| Intelligent Financial Strategies | 11.19% | Reduce -1.9% | 165,015 | $23.3M |
| Evelyn Partners Asset Management Ltd | 5.40% | Reduce -21.8% | 163,069 | $23.0M |
| Private Advisor Group, LLC | 0.11% | Add +43.6% | 161,921 | $22.8M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -57.0% | 158,235 | $22.3M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -1.4% | 155,301 | $21.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.24% | New | 155,000 | $21.9M |
| Bernzott Capital Advisors | 10.34% | Add +391.3% | 154,124 | $21.7M |
| Summit Trail Advisors, LLC | 0.36% | Add +28.6% | 149,078 | $21.0M |
| Glenmede Trust Co. NA | 0.10% | — | 146,707 | $20.7M |
| Prudential PLC | 0.16% | New | 143,700 | $20.3M |
| Pacific Park Financial, Inc. | 12.65% | — | 143,603 | $20.3M |
| St. Louis Trust Co | 2.28% | Add +6.1% | 140,983 | $19.9M |
| Systelligence, LLC | 3.78% | Add +1.3% | 140,754 | $19.9M |
| Coyle Financial Counsel LLC | 4.23% | Add +3.6% | 140,407 | $19.8M |
| Evanson Asset Management, LLC | 1.04% | Add +0.5% | 137,031 | $19.3M |
| Wealthfront Advisers LLC | 0.04% | Add +8.8% | 134,831 | $19.0M |
| Hoge Financial Services, LLC | 10.16% | Add +3.8% | 133,618 | $18.8M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 128,295 | $18.1M |
| Legal & General Group Plc | 0.00% | Reduce -7.5% | 127,945 | $18.0M |
| Red Wave Investments LLC | 5.19% | Add +0.3% | 123,609 | $17.4M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +86.3% | 122,847 | $17.3M |
| Smartleaf Asset Management LLC | 0.64% | Add +7.5% | 119,724 | $17.0M |
| Stratos Wealth Advisors, LLC | 0.82% | Reduce -2.8% | 120,291 | $17.0M |
| DORVAL Corp | 5.30% | Reduce -1.8% | 117,805 | $16.6M |
| M&T Bank Corp | 0.05% | Add +0.1% | 116,904 | $16.5M |
| New England Private Wealth Advisors LLC | 2.02% | Add +0.4% | 114,859 | $16.2M |
| FMR LLC | 0.00% | Add +1.8% | 107,702 | $15.2M |
| NewEdge Advisors, LLC | 0.05% | Add +87.4% | 107,162 | $15.1M |
| Three Bridge Wealth Advisors, LLC | 3.92% | Add +0.7% | 105,364 | $14.9M |
| Consilio Wealth Advisors, LLC | 4.35% | Add +4.7% | 105,322 | $14.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.5% | 103,559 | $14.6M |
| Natixis Advisors, LLC | 0.02% | Add +57.0% | 103,394 | $14.6M |
| Vontobel Holding Ltd. | 0.05% | Reduce -0.3% | 102,744 | $14.5M |
| Foster Group, Inc. | 0.44% | Reduce -2.5% | 102,191 | $14.4M |
| Nest Investments, LLC | 12.05% | — | 102,107 | $14.4M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +48.2% | 101,670 | $14.3M |
| HB Wealth Management, LLC | 0.09% | Reduce -1.9% | 101,438 | $14.3M |
| Humankind Investments LLC | 6.39% | No change | 101,000 | $14.2M |
| Comerica Bank | 0.06% | Reduce -0.3% | 100,980 | $14.2M |
| SummitTX Capital, L.P. | 0.43% | New | 100,910 | $14.2M |
| Rathbones Group PLC | 0.05% | Add +3.5% | 99,639 | $14.1M |
| Jasper Ridge Partners, L.P. | 0.31% | Add +42.1% | 99,606 | $14.1M |
| Sivia Capital Partners, LLC | 2.82% | Add +7.1% | 98,902 | $14.0M |
| Amitell Capital Pte Ltd | 15.38% | New | 97,540 | $13.8M |
| Bridgewater Advisors Inc. | 0.88% | Add +3.2% | 94,473 | $13.6M |
| Oxford Financial Group, LTD. LLC | 0.75% | Reduce -1.4% | 96,266 | $13.6M |
| Benjamin Edwards Inc. | 0.15% | Add +18.1% | 95,983 | $13.5M |
| Gotham Asset Management | 0.05% | Add +12.0% | 95,985 | $13.5M |
| Fifth Third Bancorp | 0.04% | Reduce -6.5% | 93,687 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +6.4% | 90,377 | $13.0M |
| Orcam Financial Group | 9.73% | Add +1.1% | 92,028 | $13.0M |
| Disciplina Capital Management LLC | 1.47% | Reduce -0.6% | 90,898 | $12.8M |
| Choreo, LLC | 0.16% | Add +0.8% | 89,482 | $12.7M |
| NewEdge Wealth, LLC | 0.14% | Reduce -6.8% | 89,996 | $12.7M |
| Choate Investment Advisors | 0.25% | Add +2.1% | 89,193 | $12.6M |
| Leavell Investment Management, Inc. | 0.52% | Add +8.8% | 88,053 | $12.4M |
| Wealth Management Nebraska | 1.41% | Reduce -13.8% | 87,636 | $12.4M |
| NYL Investors LLC | 4.20% | Reduce -0.3% | 87,577 | $12.4M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Add +56.7% | 87,139 | $12.3M |
| Lighthouse Investment Partners, LLC | 0.41% | Reduce -19.9% | 86,830 | $12.2M |
| Marex Group Ltd | 0.13% | Add +31.4% | 85,897 | $12.1M |
| Frisch Financial Group, Inc. | 2.71% | Reduce -0.7% | 85,704 | $12.1M |
| Aspen Grove Capital, LLC | 2.06% | Reduce -0.2% | 84,327 | $11.9M |
| Cibc World Market Inc. | 0.02% | Add +80.6% | 83,689 | $11.8M |
| WBH Advisory Inc. | 0.87% | Reduce -3.6% | 83,366 | $11.8M |
| Long Island Wealth Management, Inc. | 5.51% | Add +1.3% | 82,584 | $11.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.36% | Add +11.5% | 81,970 | $11.6M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +6.9% | 80,119 | $11.3M |
| Basecamp Wealth Advisors LLC | 2.38% | — | 79,296 | $11.2M |
| Pathstone Holdings, LLC | 0.04% | Reduce -30.9% | 77,269 | $10.9M |
| Laurel Oak Wealth Management, LLC | 1.80% | — | 75,748 | $10.7M |
| Compass Ion Advisors, LLC | 1.01% | Add +3.8% | 75,348 | $10.6M |
| United Capital Financial Advisors, LLC | 0.06% | Add +1.4% | 73,165 | $10.3M |
| Sarasin & Partners LLP | 0.11% | Add +77.9% | 71,903 | $10.1M |
| Comprehensive Wealth Management, LLC | 5.89% | Add +136.2% | 70,774 | $10.0M |
| Waverly Advisors, LLC | 0.08% | Add +24.4% | 70,610 | $10.0M |
| Seven Post Investment Office LP | 3.56% | Add +0.2% | 70,500 | $9.9M |
| Joel Isaacson & Co., LLC | 0.33% | Add +5.9% | 69,802 | $9.8M |
| Okabena Investment Services Inc. | 1.87% | Reduce -24.6% | 69,690 | $9.8M |
| Financial Symmetry Inc | 3.82% | Reduce -0.6% | 66,339 | $9.4M |
| Farther Finance Advisors, LLC | 0.10% | Add +89.8% | 64,105 | $9.0M |
| Belpointe Asset Management LLC | 0.32% | Add +2.7% | 63,295 | $8.9M |
| SYM FINANCIAL Corp | 0.91% | Add +2.2% | 62,733 | $8.8M |
| Addison Capital Co | 2.20% | Reduce -0.8% | 62,449 | $8.8M |
| Nisa Investment Advisors, LLC | 0.03% | No change | 60,988 | $8.6M |
| Secure Asset Management, LLC | 1.32% | Add +43.9% | 59,563 | $8.4M |
| Stephens Inc. | 0.10% | Add +13.4% | 59,357 | $8.4M |
| Capital Group Private Client Services, Inc. | 0.13% | Add +13.3% | 58,943 | $8.3M |
| PDS Planning, Inc | 0.55% | Add +2.6% | 58,050 | $8.2M |
| Walter & Keenan Wealth Management LLC /in/ | 2.19% | Add +6.5% | 57,826 | $8.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.7% | 57,517 | $8.1M |
| American National Bank of Texas | 7.66% | Reduce -4.8% | 56,566 | $8.0M |
| Fiduciary Trust Co | 0.09% | Reduce -1.3% | 56,198 | $7.9M |
| Barry Investment Advisors, LLC | 1.76% | Reduce -2.7% | 56,089 | $7.9M |
| Apella Capital, LLC | 0.15% | Add +49.1% | 55,537 | $7.8M |
| Waldron Private Wealth LLC | 0.31% | Add +5.1% | 55,508 | $7.8M |
| Myecfo, LLC | 3.31% | Add +1.3% | 55,292 | $7.8M |
| Bernicke Wealth Management, Ltd. | 1.00% | — | 54,960 | $7.8M |
| Atlas Capital Advisors Inc. | 0.86% | — | 54,908 | $7.7M |
| Westmount Partners, LLC | 1.92% | Add +1.4% | 54,530 | $7.7M |
| Heritage Investment Group, Inc. | 1.16% | Add +5.3% | 54,254 | $7.7M |
| Investments & Financial Planning, LLC | 4.10% | Reduce -10.0% | 54,138 | $7.6M |
| Rwa Wealth Partners, LLC | 0.08% | Add +4.8% | 53,517 | $7.5M |
| Banco Santander, S.A. | 0.05% | Add +18.2% | 51,995 | $7.3M |
| Betterment LLC | 0.01% | Add +57.7% | 51,615 | $7.3M |
| Intergy Private Wealth, LLC | 2.19% | Add +0.8% | 51,397 | $7.3M |
| Security National Bank of So Dak | 3.56% | Add +24.1% | 51,217 | $7.2M |
| Captrust Financial Advisors | 0.01% | Add +16.0% | 50,899 | $7.2M |
| DRW Securities, LLC | 0.54% | Reduce -44.3% | 50,732 | $7.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -4.6% | 50,667 | $7.1M |
| Galilei Investment Office LLP | 3.36% | Reduce -8.0% | 50,525 | $7.1M |
| Old Second National Bank of Aurora | 1.42% | Reduce 0.0% | 50,365 | $7.1M |
| NWF Advisory Services Inc. | 0.78% | Add +0.6% | 50,327 | $7.1M |
| Dorsey & Whitney Trust CO LLC | 0.38% | No change | 50,305 | $7.1M |
| Fifth Third Securities, Inc. | 0.46% | Add +1.0% | 50,173 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.5% | 50,117 | $7.1M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +33.5% | 50,034 | $7.1M |
| Lakewood Asset Management LLC | 4.12% | Add +2.3% | 49,667 | $7.0M |
| Sovran Advisors, LLC | 0.59% | Add +9.5% | 48,151 | $7.0M |
| SB Capital Management Inc | 2.52% | — | 48,739 | $6.9M |
| Jennison Associates LLC | 0.00% | Add +800.3% | 48,281 | $6.8M |
| Twin Focus Capital Partners, LLC | 0.78% | Add +1.6% | 47,782 | $6.7M |
| Wedmont Private Capital | 0.23% | Add +12.0% | 46,725 | $6.7M |
| Apollon Wealth Management, LLC | 0.12% | Add +1.2% | 47,104 | $6.6M |
| Valeo Financial Advisors, LLC | 0.15% | Add +1.3% | 46,916 | $6.6M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -3.8% | 46,762 | $6.6M |
| Ieq Capital, LLC | 0.02% | Add +0.7% | 46,750 | $6.6M |
| GeoWealth Management, LLC | 0.24% | Reduce -13.9% | 46,675 | $6.6M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +4.9% | 45,773 | $6.5M |
| ICONIQ Capital, LLC | 0.10% | Reduce -3.9% | 44,785 | $6.3M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -3.9% | 44,483 | $6.3M |
| Harpswell Capital Advisors, LLC | 4.95% | Add +10.3% | 44,276 | $6.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | No change | 44,137 | $6.2M |
| Destiny Wealth Partners, LLC | 0.71% | Reduce -1.8% | 42,377 | $6.2M |
| Alongside, LLC | 2.04% | — | 43,605 | $6.2M |
| Donor Advised Charitable Giving, Inc. | 0.14% | No change | 43,400 | $6.1M |
| Breakwater Investment Management | 2.18% | Reduce -0.8% | 42,710 | $6.0M |
| Evelyn Partners Investment Management Services Ltd | 0.75% | Reduce -17.1% | 42,298 | $6.0M |
| Arbor Investment Advisors, LLC | 0.78% | Reduce -0.5% | 41,918 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.9% | 41,274 | $5.8M |
| Blair William & Co. | 0.02% | Add +19.3% | 41,097 | $5.8M |
| Signaturefd, LLC | 0.09% | Add +80.3% | 40,848 | $5.8M |
| MAI Capital Management | 0.03% | Add +6.7% | 40,615 | $5.7M |
| Ironwood Financial, llc | 0.97% | Add +10.7% | 39,439 | $5.7M |
| AQR Capital Management | 0.00% | Add +30.3% | 40,596 | $5.7M |
| Bluespring Wealth Management, LLC | 0.49% | Reduce -2.0% | 40,136 | $5.7M |
| Cura Wealth Advisors, LLC | 2.14% | Add +11.1% | 40,078 | $5.7M |
| Planning Directions Inc. | 2.84% | Reduce -2.3% | 39,977 | $5.6M |
| Ancora Advisors LLC | 0.12% | Add +0.2% | 39,960 | $5.6M |
| Studio Investment Management LLC | 1.03% | Reduce -4.5% | 39,878 | $5.6M |
| Valmark Advisers, Inc. | 0.07% | Add +15.6% | 39,853 | $5.6M |
| Caprock Group, LLC | 0.12% | Reduce -1.8% | 39,691 | $5.6M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -2.1% | 39,328 | $5.5M |
| Venture Visionary Partners LLC | 0.18% | Add +112.2% | 39,276 | $5.5M |
| Northstar Group, Inc. | 0.77% | Add +3.2% | 38,809 | $5.5M |
| NavPoint Financial, Inc. | 2.32% | Reduce -5.5% | 38,514 | $5.4M |
| VVR Holdings LLC | 2.78% | — | 37,900 | $5.3M |
| First Financial Bankshares Inc | 0.11% | Add +6.4% | 37,793 | $5.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.96% | Reduce -0.1% | 37,702 | $5.3M |
| Hegarty Advisors, LLC | 4.60% | — | 37,597 | $5.3M |
| Scotia Capital Inc. | 0.02% | Add +98.7% | 37,452 | $5.3M |
| Manchester Capital Management LLC | 0.69% | Reduce -2.4% | 35,979 | $5.1M |
| Howard Wealth Management, LLC | 2.20% | Reduce -2.4% | 35,781 | $5.0M |
| Merited Wealth, LLC | 4.66% | — | 35,642 | $5.0M |
| Baker Ellis Asset Management LLC | 0.60% | Reduce -2.5% | 35,620 | $5.0M |
| Parallel Advisors, LLC | 0.09% | Reduce -2.5% | 34,785 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -69.9% | 34,495 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -20.1% | 34,689 | $4.9M |
| Novak & Powell Financial Services, Inc. | 2.55% | Add +11.6% | 34,607 | $4.9M |
| Diversified Trust Co. | 0.09% | Add +0.2% | 34,592 | $4.9M |
| Stokes Family Office, LLC | 0.44% | Reduce -12.9% | 34,387 | $4.9M |
| Cwm, LLC | 0.01% | Add +12.7% | 33,852 | $4.8M |
| Polen Capital Management LLC | 0.02% | Add +632.5% | 33,592 | $4.7M |
| Arkadios Wealth Advisors | 0.09% | Add +1.4% | 33,440 | $4.7M |
| Affiance Financial, LLC | 0.75% | Reduce -0.0% | 33,179 | $4.7M |
| Modera Wealth Management, LLC | 0.05% | Reduce -0.4% | 32,435 | $4.6M |
| Greenline Partners, LLC | 0.52% | Reduce -0.1% | 32,430 | $4.6M |
| Equity Investment Corp. | 0.09% | Add +0.8% | 32,280 | $4.6M |
| BBR Partners, LLC | 0.24% | Add +48.0% | 31,906 | $4.5M |
| LongView Wealth Management | 1.08% | Add +17.4% | 30,871 | $4.5M |
| Endowment Wealth Management, Inc. | 2.04% | Add +3.8% | 31,483 | $4.4M |
| Citizens Financial Group Inc. | 0.06% | Reduce -22.5% | 31,481 | $4.4M |
| Van Cleef Asset Management,Inc | 0.45% | No change | 31,471 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.53% | Add +1.4% | 31,287 | $4.4M |
| Mutual Advisors, LLC | 0.09% | Add +11.1% | 31,098 | $4.4M |
| Ritholtz Wealth Management | 0.08% | Add +5.3% | 30,252 | $4.3M |
| Manchester Financial Inc. | 0.79% | Reduce -8.0% | 29,786 | $4.2M |
| EP Wealth Advisors, LLC | 0.02% | — | 29,763 | $4.2M |
| Bank Hapoalim BM | 0.37% | Add +35.9% | 29,453 | $4.2M |
| Salomon & Ludwin, LLC | 0.37% | Add +0.2% | 29,445 | $4.1M |
| Royal Fund Management, LLC | 0.38% | Add +45.4% | 29,227 | $4.1M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 29,000 | $4.1M |
| Ameliora Wealth Management Ltd. | 1.24% | Add +832.3% | 28,948 | $4.1M |
| Capital International Investors | 0.00% | Add +12.6% | 28,748 | $4.1M |
| W1M Asset Management Ltd | 0.04% | Add +4.4% | 28,463 | $4.0M |
| Financial Plan, Inc. | 0.46% | — | 28,198 | $4.0M |
| Neumann Capital Management, LLC | 1.14% | Reduce -1.2% | 27,986 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +2.6% | 29,120 | $3.9M |
| XY Planning Network, Inc. | 0.69% | Add +111.1% | 27,941 | $3.9M |
| University of Texas/Texas Am Investment Management Co. | 0.55% | No change | 27,798 | $3.9M |
| Lazard Asset Management LLC | 0.01% | Add +1487.3% | 27,794 | $3.9M |
| River Street Advisors LLC | 1.44% | Add +0.8% | 27,336 | $3.9M |
| UMB Bank, n.a. | 0.05% | No change | 27,309 | $3.9M |
| SilverOak Wealth Management LLC | 0.60% | Add +7.8% | 27,273 | $3.8M |
| Compass Capital Corp. /Ma/ | 1.47% | Add +1.2% | 25,920 | $3.8M |
| McMill Wealth Management | 1.07% | Reduce -21.1% | 26,957 | $3.8M |
| Seamount Financial Group Inc. | 1.69% | Add +1.1% | 26,392 | $3.7M |
| Boxwood Ventures, Inc. | 3.72% | No change | 26,192 | $3.7M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +101.3% | 25,868 | $3.6M |
| Independent Financial Group, LLC | 0.08% | Reduce -1.8% | 25,830 | $3.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -11.4% | 25,755 | $3.6M |
| Cogent Private Wealth, Inc. | 2.76% | — | 25,721 | $3.6M |
| Windsor Advisory Group, LLC | 3.16% | Add +5.1% | 25,112 | $3.5M |
| Greenspring Advisors, LLC | 0.22% | New | 25,084 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -28.6% | 24,905 | $3.5M |
| Tanager Wealth Management LLP | 0.35% | Add +0.3% | 24,841 | $3.5M |
| Whipplewood Advisors, LLC | 2.23% | Reduce -0.9% | 24,589 | $3.5M |
| Allie Family Office LLC | 1.60% | Reduce -2.4% | 24,357 | $3.4M |
| Insigneo Advisory Services, LLC | 0.25% | Reduce -1.4% | 24,344 | $3.4M |
| Blueprint Financial Advisors LLC | 0.52% | Add +42.4% | 24,031 | $3.4M |
| Blueprint Investment Partners LLC | 0.36% | Add +42.4% | 24,031 | $3.4M |
| Fiducient Advisors LLC | 0.41% | Add +12.1% | 23,703 | $3.3M |
| Aspiring Ventures, LLC | 1.20% | Add +0.5% | 23,442 | $3.3M |
| South Shore Capital Advisors | 2.40% | — | 23,302 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Add +563.0% | 22,523 | $3.2M |
| Curi Capital, LLC | 0.05% | Add +1.6% | 22,434 | $3.2M |
| GC Wealth Management RIA, LLC | 0.12% | Reduce -2.2% | 22,280 | $3.1M |
| AlphaCore Capital LLC | 0.07% | Add +1.4% | 22,108 | $3.1M |
| Coston, McIsaac & Partners | 0.72% | Reduce -8.0% | 22,004 | $3.1M |
| Wilson & Boucher Capital Management, LLC | 2.00% | Add +4.4% | 21,609 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.06% | Add +33.8% | 21,582 | $3.0M |
| Bangor Savings Bank | 0.24% | No change | 21,500 | $3.0M |
| Pictet North America Advisors SA | 0.29% | Reduce -0.7% | 21,458 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 21,217 | $3.0M |
| Midwestern Financial, LLC | 2.42% | Add +1.5% | 20,713 | $2.9M |
| Xcelsior Advisor Partners LLC | 1.42% | — | 20,702 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +119.0% | 20,555 | $2.9M |
| Hartmann Taylor Wealth Management, LLC | 1.96% | Add +5.7% | 20,546 | $2.9M |
| Symmetry Partners, LLC | 0.17% | Reduce -1.0% | 20,525 | $2.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.64% | Add +4.6% | 20,018 | $2.9M |
| BSW Wealth Partners | 0.34% | Add +5.9% | 20,147 | $2.8M |
| Coordinated Financial Services, Inc. | 1.65% | Add +438.6% | 20,080 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +3.2% | 20,064 | $2.8M |
| VestGen Advisors, LLC | 0.12% | Reduce -0.0% | 19,911 | $2.8M |
| Empire Life Investments Inc. | 0.16% | Add +91.9% | 19,774 | $2.8M |
| First Pacific Advisors, LP | 0.04% | Add +9.9% | 19,743 | $2.8M |
| Bailard, Inc. | 0.06% | Reduce -0.0% | 19,410 | $2.7M |
| West Family Investments, Inc. | 0.64% | Reduce -3.7% | 18,570 | $2.7M |
| Cutler Investment Counsel LLC | 0.28% | Add +4.7% | 19,266 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Add +1.1% | 18,787 | $2.7M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -3.1% | 18,631 | $2.6M |
| Harbour Investments, Inc. | 0.05% | Add +7.0% | 18,605 | $2.6M |
| Sowell Financial Services LLC | 0.10% | Add +2.5% | 18,490 | $2.6M |
| Fort Point Capital Partners LLC | 0.31% | Add +0.1% | 17,833 | $2.6M |
| HT Partners LLC | 0.76% | Reduce -0.2% | 18,110 | $2.6M |
| Colter Lewis Investment Partners LLC | 2.82% | — | 17,302 | $2.4M |
| Investment Planning Advisors, Inc. | 0.71% | Add +5.7% | 17,214 | $2.4M |
| Daymark Wealth Partners, LLC | 0.08% | Add +1.3% | 17,186 | $2.4M |
| CX Institutional | 0.07% | Add +0.5% | 17,029 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +40.7% | 17,022 | $2.4M |
| Edmond DE Rothschild Holding S.A. | 0.03% | No change | 17,000 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.9% | 16,930 | $2.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.45% | Add +0.7% | 16,913 | $2.4M |
| Verus Financial Partners, Inc. | 0.22% | Reduce -7.9% | 16,277 | $2.4M |
| Creekside Partners | 1.00% | Add +20.6% | 16,770 | $2.4M |
| Alliance Wealth Advisors, LLC | 0.51% | Reduce -53.4% | 16,757 | $2.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +26.1% | 16,186 | $2.4M |
| Thompson Investment Management, Inc. | 0.29% | No change | 16,560 | $2.3M |
| Ewa, LLC | 0.57% | Reduce -0.1% | 16,499 | $2.3M |
| Innealta Capital, LLC | 1.25% | Add +57.9% | 16,394 | $2.3M |
| HTG Investment Advisors, Inc. | 0.71% | Reduce -7.3% | 16,325 | $2.3M |
| Presilium Private Wealth, LLC | 0.42% | Add +0.5% | 16,323 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -2.2% | 16,310 | $2.3M |
| HRC Wealth Management, LLC | 1.10% | Add +2.7% | 16,295 | $2.3M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +3.2% | 16,123 | $2.3M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.4% | 16,115 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Reduce -83.8% | 16,092 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 16,085 | $2.3M |
| Astoria Strategic Wealth, Inc. | 0.57% | Reduce -1.8% | 16,060 | $2.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -14.0% | 15,836 | $2.2M |
| CBM Financial, LLC | 1.52% | — | 15,182 | $2.2M |
| Quantify Chaos Advisors, LLC | 6.76% | — | 15,805 | $2.2M |
| Gateway Wealth Partners, LLC | 0.25% | Add +82.8% | 15,789 | $2.2M |
| Efficient Advisors, LLC | 0.13% | Reduce -7.3% | 15,699 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.53% | Add +24.3% | 15,585 | $2.2M |
| 180 Wealth Advisors, LLC | 0.25% | Reduce -0.7% | 15,511 | $2.2M |
| SC&H Financial Advisors, Inc. | 0.34% | Add +5.1% | 15,486 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 15,445 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +57.4% | 15,387 | $2.2M |
| Spire Wealth Management | 0.07% | Add +10.2% | 15,078 | $2.1M |
| AlTi Global, Inc. | 0.05% | No change | 15,012 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -73.1% | 14,929 | $2.1M |
| Keating Financial Advisory Services, Inc. | 0.28% | — | 14,730 | $2.1M |
| Cornerstone Financial Group, LLC | 1.42% | Add +2.6% | 14,382 | $2.0M |
| Permanent Capital Management, LP | 0.39% | No change | 14,345 | $2.0M |
| Levin Capital Strategies, L.P. | 0.18% | No change | 14,345 | $2.0M |
| Lavelle Capital LP | 1.27% | — | 14,260 | $2.0M |
| Vise Technologies, Inc. | 0.04% | Add +492.6% | 14,259 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +219.4% | 14,116 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +5.1% | 14,082 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.25% | Reduce -0.0% | 13,994 | $2.0M |
| Silver Oak Advisory Group, Inc. | 0.88% | Add +0.4% | 13,786 | $1.9M |
| Brandes Investment Partners, LP | 0.01% | New | 13,676 | $1.9M |
| Redmond Asset Management, LLC | 0.49% | Add +1.3% | 13,502 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +17.6% | 13,499 | $1.9M |
| Eagle Rock Investment Company, LLC | 0.27% | Add +65.0% | 13,478 | $1.9M |
| Portside Wealth Group, LLC | 0.25% | Reduce -45.5% | 13,246 | $1.9M |
| Waddell & Associates, LLC | 0.13% | No change | 13,183 | $1.9M |
| Murphy & Mullick Capital Management Corp | 1.34% | Add +4.8% | 13,143 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +0.1% | 13,064 | $1.8M |
| L.K. Benson & Company, P.C. | 0.91% | Add +9.6% | 12,916 | $1.8M |
| Texas Yale Capital Corp. | 0.05% | Add +0.1% | 12,823 | $1.8M |
| Americana Partners, LLC | 0.05% | Reduce -49.6% | 12,762 | $1.8M |
| Asset Management Group, Inc. | 0.29% | Add +34.5% | 12,728 | $1.8M |
| Abacus Planning Group, Inc. | 0.24% | Add +0.3% | 12,714 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +15.5% | 12,624 | $1.8M |
| Tannin Capital LLC | 1.59% | — | 12,615 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | Add +1.2% | 12,549 | $1.8M |
| Stonebridge Financial Group, LLC | 0.15% | Add +0.0% | 12,498 | $1.8M |
| Mayport, LLC | 0.35% | Add +196.2% | 12,406 | $1.7M |
| Trilogy Capital Inc. | 0.08% | Add +5.3% | 12,346 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Reduce -0.0% | 12,344 | $1.7M |
| Montis Financial, LLC | 0.34% | Reduce -3.1% | 12,205 | $1.7M |
| Union Bancaire Privee, UBP SA | 0.02% | New | 16,205 | $1.7M |
| LBMC Investment Advisors, LLC | 0.11% | Add +4.4% | 12,054 | $1.7M |
| HFM Investment Advisors, LLC | 0.66% | Add +3.3% | 12,047 | $1.7M |
| Tudor Investment Corporation | 0.01% | Add +38.0% | 11,922 | $1.7M |
| Assetmark, Inc. | 0.00% | Reduce -1.9% | 11,919 | $1.7M |
| Regions Financial Corp. | 0.01% | Add +379.6% | 11,870 | $1.7M |
| Andrews Advisory Associates, LLC | 0.89% | — | 11,819 | $1.7M |
| Triangle Securities Wealth Management | 0.35% | Reduce -0.4% | 11,816 | $1.7M |
| M Holdings Securities, Inc. | 0.12% | Add +3.5% | 11,792 | $1.7M |
| Successful Portfolios LLC | 0.83% | Add +0.8% | 11,315 | $1.6M |
| Two Sigma Securities, LLC | 0.22% | New | 11,526 | $1.6M |
| Nicholson Meyer Capital Management, Inc. | 1.20% | Reduce -6.2% | 11,285 | $1.6M |
| Keel Point, LLC | 0.10% | Add +0.5% | 11,196 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 11,165 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +0.4% | 11,104 | $1.6M |
| Rockingstone Advisors LLC | 0.71% | Add +7.8% | 11,042 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Add +0.2% | 11,017 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +10.9% | 11,004 | $1.6M |
| Charter Oak Capital Management, LLC | 0.12% | Add +3.3% | 10,971 | $1.5M |
| Certior Financial Group, LLC | 1.05% | Reduce -43.9% | 10,969 | $1.5M |
| Balentine LLC | 0.06% | Reduce -44.9% | 10,960 | $1.5M |
| Debussy Capital Management LP | 0.21% | Add +1.9% | 10,899 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +7.1% | 10,844 | $1.5M |
| Capitolis Liquid Global Markets LLC | 0.01% | No change | 10,800 | $1.5M |
| Fortis Group Advisors, LLC | 0.25% | Add +8190.5% | 10,446 | $1.5M |
| Sax Wealth Advisors, LLC | 0.07% | Add +3.3% | 10,734 | $1.5M |
| CGN Advisors LLC | 0.12% | Add +0.9% | 10,633 | $1.5M |
| Flatrock Wealth Partners LLC | 0.72% | — | 10,587 | $1.5M |
| Fortis Capital Advisors, LLC | 0.22% | No change | 10,576 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -0.5% | 10,511 | $1.5M |
| MidAtlantic Capital Management, Inc. | 0.95% | Reduce -2.2% | 10,499 | $1.5M |
| New Capital Management LP | 0.37% | Reduce -0.3% | 10,451 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +10.2% | 10,420 | $1.5M |
| Trellis Wealth Advisors LLC | 0.57% | Add +0.6% | 10,372 | $1.5M |
| Sage Investment Counsel LLC | 1.61% | Add +0.1% | 10,365 | $1.5M |
| DB Fitzpatrick & Co, Inc | 1.29% | Add +190.2% | 10,286 | $1.5M |
| Value Investment Professionals, LLC | 1.52% | — | 10,269 | $1.4M |
| Manuka Financial, LLC | 0.90% | Add +0.2% | 10,249 | $1.4M |
| Schrum Private Wealth Management LLC | 1.07% | Add +10.2% | 10,217 | $1.4M |
| GenTrust, LLC | 0.06% | Reduce -1.0% | 10,156 | $1.4M |
| Brand Asset Management Group, Inc. | 0.40% | Add +1.4% | 10,141 | $1.4M |
| Tudor Financial Inc. | 0.73% | Add +0.7% | 10,070 | $1.4M |
| Midwest Trust Co | 0.02% | Add +18.2% | 10,048 | $1.4M |
| RBF Capital, LLC | 0.06% | No change | 10,000 | $1.4M |
| Krilogy Financial LLC | 0.05% | Reduce -0.0% | 9,649 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +3.3% | 9,935 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.3% | 9,915 | $1.4M |
| Roehl & Yi Investment Advisors, LLC | 0.56% | Add +0.1% | 9,885 | $1.4M |
| TrustWell Financial Advisors, LLC | 1.34% | — | 9,859 | $1.4M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -0.7% | 9,809 | $1.4M |
| Tidal Investments LLC | 0.01% | New | 9,757 | $1.4M |
| RFG Advisory, LLC | 0.03% | Add +130.1% | 9,755 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Add +12.7% | 9,746 | $1.4M |
| Hubbell Strickland Wealth Management, LLC | 0.55% | Add +0.5% | 9,625 | $1.4M |
| Leo Wealth, LLC | 0.10% | Reduce -1.0% | 9,624 | $1.4M |
| Drystone LLC | 1.20% | Reduce -1.0% | 9,492 | $1.3M |
| FF Advisors,LLC | 0.60% | Reduce -0.4% | 9,470 | $1.3M |
| Keybank National Association | 0.00% | Reduce -39.8% | 9,238 | $1.3M |
| Kathmere Capital Management, LLC | 0.09% | Add +1.3% | 9,178 | $1.3M |
| GTS Securities LLC | 0.04% | Add +20.0% | 9,125 | $1.3M |
| Compass Financial Group, INC | 0.18% | Reduce -0.8% | 9,121 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.11% | Add +87.5% | 9,112 | $1.3M |
| HighPoint Advisor Group LLC | 0.03% | New | 9,090 | $1.3M |
| Rothschild Investment LLC | 0.07% | Add +0.1% | 9,073 | $1.3M |
| Sellwood Investment Partners LLC | 0.50% | No change | 9,065 | $1.3M |
| Principle Wealth Partners LLC | 0.07% | Add +1.6% | 9,054 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +0.0% | 9,046 | $1.3M |
| Family Manage LLC | 0.16% | No change | 9,006 | $1.3M |
| Austin Wealth Management, LLC | 0.19% | Reduce -9.5% | 8,834 | $1.3M |
| Windward Private Wealth Management Inc. | 0.44% | Reduce -0.9% | 8,982 | $1.3M |
| Pine Harbor Wealth Management, LLC | 0.38% | Add +6.7% | 8,877 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +6.3% | 8,827 | $1.2M |
| Barclays PLC | 0.00% | Reduce -41.5% | 8,808 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +0.8% | 8,721 | $1.2M |
| Brickley Wealth Management | 0.21% | Add +16.6% | 8,719 | $1.2M |
| Kendall Capital Management | 0.26% | Add +0.3% | 8,682 | $1.2M |
| Sharkey, Howes & Javer | 0.15% | Reduce -66.1% | 8,577 | $1.2M |
| Fiduciary Financial Group, LLC | 0.17% | Add +0.1% | 8,549 | $1.2M |
| Versant Capital Management, Inc | 0.15% | Reduce -3.6% | 8,540 | $1.2M |
| Arlington Trust Co LLC | 0.12% | Reduce -0.8% | 8,535 | $1.2M |
| Trevian Wealth Management LLC | 0.57% | Add +0.0% | 8,532 | $1.2M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +112.6% | 8,496 | $1.2M |
| Newton One Investments LLC | 0.35% | No change | 8,438 | $1.2M |
| Roundview Capital LLC | 0.07% | Add +0.8% | 8,430 | $1.2M |
| Cardiff Park Advisors, LLC | 0.10% | Add +29.4% | 8,390 | $1.2M |
| Johnson & White Wealth Management, LLC | 0.51% | Reduce -0.4% | 8,296 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | New | 8,284 | $1.2M |
| Unison Advisors LLC | 0.10% | Reduce -4.2% | 8,260 | $1.2M |
| TBH Global Asset Management, LLC | 0.19% | Reduce -17.8% | 8,227 | $1.2M |
| Selby Wealth Management, LLC | 0.47% | — | 8,194 | $1.2M |
| Citadel Advisors | 0.00% | Add +283.4% | 8,167 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.13% | Add +13.8% | 8,156 | $1.2M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.6% | 8,130 | $1.1M |
| Silverlake Wealth Management LLC | 0.26% | Add +4.7% | 8,071 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.23% | No change | 8,058 | $1.1M |
| Aspen Capital Management, LLC | 0.28% | Add +0.0% | 7,963 | $1.1M |
| Argent Trust Co | 0.04% | Add +0.2% | 7,923 | $1.1M |
| Catalyst Financial Partners LLC | 0.12% | Add +0.1% | 7,916 | $1.1M |
| PFG Advisors | 0.05% | Reduce -3.2% | 7,912 | $1.1M |
| Financial Management Professionals, Inc. | 0.11% | Reduce -8.4% | 7,884 | $1.1M |
| Three Arch Wealth Management LLC | 0.21% | — | 7,879 | $1.1M |
| Archford Capital Strategies, LLC | 0.13% | Reduce -2.2% | 7,866 | $1.1M |
| Moseley Investment Management Inc. | 0.34% | Add +8.7% | 7,847 | $1.1M |
| One Capital Management, LLC | 0.03% | Add +1.1% | 7,805 | $1.1M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +6.6% | 7,746 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.52% | Add +2.2% | 7,736 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Reduce -1.3% | 7,734 | $1.1M |
| TD Asset Management Inc | 0.00% | No change | 7,663 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.1% | 7,652 | $1.1M |
| Westbourne Investments, Inc. | 0.50% | Reduce -0.7% | 7,650 | $1.1M |
| BFI Infinity Ltd. | 0.67% | No change | 7,632 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.5% | 7,631 | $1.1M |
| Dodds Wealth, LLC | 0.26% | Add +0.3% | 7,582 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.90% | Reduce -6.5% | 7,579 | $1.1M |
| New England Professional Planning Group Inc. | 0.45% | No change | 7,574 | $1.1M |
| Sonoma Private Wealth LLC | 1.29% | No change | 7,560 | $1.1M |
| Brightwater Advisory LLC | 0.72% | Add +0.0% | 7,558 | $1.1M |
| Five Pine Wealth Management | 0.68% | Add +0.7% | 7,536 | $1.1M |
| Dunhill Financial, LLC | 0.33% | Add +1078.4% | 7,542 | $1.1M |
| Haverford Trust Co | 0.01% | Add +281.2% | 7,510 | $1.1M |
| GEN Financial Management, INC. | 0.67% | Add +1.1% | 7,503 | $1.1M |
| JTC Employer Solutions Trustee Ltd | 0.07% | No change | 7,500 | $1.1M |
| Viewpoint Investment Partners Corp. | 0.50% | Reduce -22.7% | 7,500 | $1.1M |
| HRT Financial LP | 0.00% | New | 7,497 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 7,480 | $1.1M |
| Sierra Capital LLC | 0.11% | Add +0.8% | 7,462 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.39% | Add +0.3% | 7,450 | $1.1M |
| Baker Avenue Asset Management, LP | 0.02% | Add +3.6% | 7,443 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Add +9.7% | 7,438 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +0.6% | 7,397 | $1.0M |
| Independent Wealth Advisors LLC | 1.09% | — | 7,385 | $1.0M |
| Cambridge Financial Group, LLC | 0.36% | Add +33.0% | 8,388 | $1.0M |
| SWP Financial LLC | 0.52% | Reduce -0.7% | 7,308 | $1.0M |
| First PREMIER Bank | 0.23% | Add +0.0% | 7,267 | $1.0M |
| Perryman Financial Advisory Inc. | 0.15% | — | 7,221 | $1.0M |
| Strategy Asset Managers LLC | 0.17% | Add +0.2% | 7,156 | $1.0M |
| Warren Street Wealth Advisors, LLC | 0.29% | Reduce -45.9% | 7,150 | $1.0M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 7,124 | $1.0M |
| Elite Financial, Inc. | 0.46% | Add +0.0% | 7,119 | $1.0M |
| Vista Capital Partners, Inc. | 0.10% | Add +3.9% | 7,090 | $1.0M |
| Means Investment Co., Inc. | 0.08% | Reduce -2.0% | 7,087 | $1000K |
| Y.D. More Investments Ltd | 0.05% | No change | 7,085 | $999K |
| Divergent Planning, LLC | 0.25% | Reduce -8.3% | 6,964 | $990K |
| Allworth Financial LP | 0.00% | Add +13.9% | 6,868 | $969K |
| FC Advisory LLC | 0.28% | Add +0.7% | 6,868 | $969K |
| Phillips Wealth Planners LLC | 0.77% | New | 6,634 | $956K |
| Principal Securities, Inc. | 0.01% | Add +2.4% | 6,761 | $954K |
| Investor's Fiduciary Advisor Network, LLC | 0.20% | New | 6,713 | $946K |
| Barlow Wealth Partners, LLC | 0.10% | No change | 6,525 | $944K |
| First Interstate Bank | 0.05% | No change | 6,650 | $938K |
| Attessa Capital LLC | 0.51% | Add +24.9% | 6,610 | $932K |
| Daybright Advisory Services, Inc. | 0.25% | — | 6,549 | $924K |
| Latitude Advisors, LLC | 0.40% | Add +11.1% | 6,514 | $919K |
| TD Waterhouse Canada Inc. | 0.01% | Add +11.2% | 6,506 | $918K |
| F&V Capital Management, LLC | 0.19% | Add +53.7% | 6,485 | $915K |
| Blue Trust, Inc. | 0.01% | Add +26.6% | 6,476 | $914K |
| Blue Edge Capital, LLC | 0.12% | Reduce -6.6% | 6,452 | $910K |
| Berman McAleer LLC | 0.12% | Add +4.2% | 6,448 | $910K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.3% | 6,446 | $909K |
| AE Wealth Management LLC | 0.01% | Add +26.7% | 6,442 | $909K |
| IFG Advisory, LLC | 0.04% | Add +15.4% | 6,425 | $906K |
| Ballentine Partners, LLC | 0.01% | Add +2.3% | 6,360 | $897K |
| Smith, Moore & Co. | 0.07% | Add +0.5% | 6,350 | $896K |
| Wakefield Asset Management LLLP | 0.24% | No change | 6,297 | $888K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Add +32.1% | 6,293 | $888K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.0% | 6,291 | $887K |
| Sage Mountain Advisors LLC | 0.05% | Add +0.8% | 6,283 | $886K |
| Modern Wealth Management, LLC | 0.02% | Add +150.1% | 6,275 | $885K |
| Ade, LLC | 0.43% | Reduce -10.0% | 6,266 | $884K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.0% | 6,230 | $879K |
| Financial Planning Fort Collins, LLC | 0.77% | — | 6,230 | $879K |
| Quadrant Capital Group LLC | 0.03% | Reduce -5.7% | 6,201 | $875K |
| Vested Financial Planning, LLC | 0.67% | Add +1.6% | 6,150 | $867K |
| Fiera Capital Corp | 0.00% | Reduce -18.1% | 6,126 | $864K |
| AdvisorNet Financial, Inc | 0.05% | Add +11.8% | 6,079 | $857K |
| Fermata Advisors, LLC | 0.20% | Reduce -1.8% | 6,027 | $850K |
| Genus Capital Management Inc. | 0.10% | Reduce -4.8% | 5,985 | $844K |
| Procyon Advisors, LLC | 0.04% | Add +3.5% | 5,984 | $844K |
| Burkett Financial Services, LLC | 0.29% | Add +3.9% | 5,959 | $841K |
| Financial Perspectives, Inc | 0.22% | Add +9.1% | 5,916 | $835K |
| Lumbard & Kellner, LLC | 0.29% | No change | 5,914 | $834K |
| Wesbanco Bank Inc. | 0.02% | No change | 5,911 | $834K |
| Mustard Seed Financial, LLC | 0.52% | Add +0.1% | 5,885 | $830K |
| Well Done, LLC | 0.12% | Add +14.4% | 5,848 | $825K |
| Client 1ST Advisory Group, LLC | 0.26% | Add +0.0% | 5,830 | $822K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +12.3% | 5,823 | $821K |
| Advyzon Investment Management, LLC | 0.09% | New | 5,759 | $812K |
| Roble, Belko & Company, Inc | 0.11% | Add +0.6% | 5,689 | $802K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -1.4% | 5,682 | $801K |
| Weaver Consulting Group | 0.19% | Add +9.1% | 5,622 | $793K |
| Plancorp, LLC | 0.02% | Add +4.7% | 5,585 | $788K |
| FAS Wealth Partners, Inc. | 0.05% | Add +58.7% | 5,555 | $784K |
| Chilton Investment Co. Inc. | 0.02% | Add +55.1% | 5,496 | $775K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 5,496 | $775K |
| Chesley Taft & Associates LLC | 0.03% | Add +40.6% | 5,455 | $769K |
| Lantern Wealth Advisors, LLC | 0.41% | Add +32.2% | 5,419 | $765K |
| Vantus Wealth LLC | 0.56% | — | 5,385 | $760K |
| Financial Planning Navigators CORP | 0.35% | — | 5,354 | $755K |
| Kovack Advisors, Inc. | 0.04% | Add +54.6% | 5,303 | $748K |
| Advisory Services Network, LLC | 0.01% | Add +28.8% | 5,302 | $748K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +0.7% | 5,239 | $739K |
| Litman Gregory Wealth Management LLC | 0.05% | Add +3.4% | 5,170 | $729K |
| Five Oceans Advisors | 0.26% | Add +0.8% | 5,161 | $728K |
| National Philanthropic Trust | 0.01% | New | 5,155 | $727K |
| AMG National Trust Bank | 0.02% | Add +43.5% | 5,152 | $727K |
| Aspiriant, LLC | 0.02% | Reduce -4.8% | 5,129 | $723K |
| American Money Management, LLC | 0.11% | Add +0.0% | 5,110 | $721K |
| Axxcess Wealth Management, LLC | 0.01% | Add +76.4% | 5,083 | $717K |
| Maimon Wealth Management LTD. | 0.66% | — | 5,040 | $711K |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.6% | 5,039 | $711K |
| Summit Financial, LLC | 0.01% | Add +5.0% | 5,024 | $709K |
| Security National Bank of Sioux City Iowa | 0.45% | New | 5,011 | $707K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +1.4% | 4,990 | $704K |
| Atomic Invest LLC | 0.39% | — | 4,931 | $700K |
| Christensen, King & Associates Investment Services, Inc. | 0.30% | Add +0.1% | 4,957 | $699K |
| Boston Trust Walden Corp | 0.01% | No change | 4,925 | $695K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -3.9% | 4,921 | $694K |
| Wallace Advisory Group, LLC | 0.73% | New | 4,917 | $694K |
| Tactive Advisors, LLC | 0.20% | Reduce -0.2% | 4,916 | $693K |
| Savvy Advisors, Inc. | 0.02% | Add +36.4% | 4,885 | $689K |
| ATLas Financial Planning LLC | 0.67% | — | 4,844 | $683K |
| Titleist Asset Management, LLC | 0.06% | Add +5.6% | 4,837 | $682K |
| Cooper Financial Group | 0.07% | No change | 4,833 | $682K |
| Blackston Financial Advisory Group, LLC | 0.41% | Reduce -3.3% | 4,827 | $681K |
| August Group Capital Ltd | 0.75% | — | 4,786 | $675K |
| Verus Capital Partners, LLC | 0.05% | Add +158.2% | 4,785 | $675K |
| Vista Investment Management | 0.22% | Reduce -1.6% | 4,766 | $672K |
| Indivisible Partners | 0.07% | — | 4,759 | $671K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +35.9% | 4,751 | $670K |
| CLG LLC | 0.17% | Add +196.5% | 4,741 | $669K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 4,721 | $666K |
| Agf Management Ltd. | 0.00% | Reduce -0.7% | 4,713 | $665K |
| Riverwater Partners LLC | 0.26% | Add +53.9% | 4,705 | $664K |
| Verum Partners LLC | 0.13% | Add +11.8% | 4,699 | $663K |
| First Manhattan Co. Llc. | 0.00% | Add +0.1% | 4,691 | $662K |
| Proffitt & Goodson Inc. | 0.09% | Add +19.1% | 4,688 | $661K |
| Symphony Financial, Ltd. Co. | 0.09% | New | 4,676 | $660K |
| Mayfair Advisory Group, LLC | 0.25% | Reduce -14.6% | 4,593 | $653K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 4,611 | $650K |
| TSG Advice Partners, LLC | 0.10% | — | 4,603 | $649K |
| XTX Topco Ltd | 0.02% | New | 4,597 | $648K |
| Tenzing Financial LLC | 0.52% | — | 4,574 | $645K |
| TCTC Holdings, LLC | 0.02% | No change | 4,547 | $641K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -0.2% | 4,536 | $640K |
| Capital Advisory Group Advisory Services, LLC | 0.19% | Reduce -2.2% | 4,515 | $637K |
| Nikulski Financial, Inc. | 0.15% | Reduce -45.9% | 4,458 | $629K |
| Monument Capital Management | 0.16% | Add +1.8% | 4,456 | $629K |
| Advisortrust Partners, LLC | 0.27% | — | 4,419 | $623K |
| Richard Bernstein Advisors LLC | 0.02% | Add +8.2% | 4,417 | $623K |
| Approach Retirement Advisors, LLC | 0.53% | — | 4,401 | $621K |
| Greenleaf Trust | 0.01% | No change | 4,368 | $616K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -34.4% | 4,354 | $614K |
| Port Capital LLC | 0.03% | No change | 4,316 | $609K |
| Hudock, Inc. | 0.09% | Add +0.1% | 4,292 | $606K |
| Unify Financial Advisors | 0.63% | — | 4,289 | $605K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -2.8% | 4,285 | $604K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.4% | 4,281 | $604K |
| Clear Harbor Asset Management, LLC | 0.04% | Reduce -1.9% | 4,265 | $602K |
| McGinn Penninger Investment Management, Inc. | 0.35% | Reduce -0.9% | 4,258 | $601K |
| GQG Partners LLC | 0.00% | New | 4,245 | $599K |
| Prime Buchholz LLC | 0.36% | Add +0.1% | 4,241 | $598K |
| World Investment Advisors | 0.01% | Reduce -1.1% | 4,231 | $597K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +1.7% | 4,230 | $597K |
| BCR Wealth Strategies, LLC | 0.20% | Reduce -0.9% | 4,209 | $593K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | New | 4,202 | $593K |
| Garrison Point Advisors, LLC | 0.26% | Reduce -19.6% | 4,200 | $592K |
| Simplicity Wealth,LLC | 0.04% | Reduce -26.2% | 4,181 | $590K |
| Curbstone Financial Management Corp | 0.11% | No change | 4,180 | $590K |
| Macroview Investment Management LLC | 0.40% | Add +0.8% | 4,165 | $588K |
| LGL Partners, LLC | 0.25% | Add +0.8% | 4,159 | $587K |
| Olistico Wealth, LLC | 0.28% | No change | 4,132 | $583K |
| Fragasso Financial Advisors Inc | 0.04% | Add +4.0% | 4,128 | $582K |
| Pennington Partners & Co., LLC | 0.23% | Reduce -7.3% | 4,117 | $581K |
| Citrine Capital LLC | 0.27% | New | 4,097 | $578K |
| Unconventional Investor, LLC | 0.27% | Add +0.4% | 4,080 | $575K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +53.2% | 4,018 | $567K |
| Lincoln Capital LLC | 0.10% | Add +24.2% | 4,017 | $567K |
| Princeton Global Asset Management LLC | 0.09% | Add +374.0% | 4,015 | $566K |
| Lighthouse Financial LLC | 0.37% | No change | 4,000 | $564K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.7% | 3,969 | $560K |
| Flower City Capital | 0.29% | Add +0.4% | 3,968 | $560K |
| Wetzel Investment Advisors, Inc. | 0.23% | Reduce -3.9% | 3,965 | $559K |
| Visionary Wealth Advisors | 0.03% | Add +23.0% | 3,952 | $557K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -8.4% | 3,950 | $557K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 3,929 | $554K |
| MBE Wealth Management, LLC | 0.23% | No change | 3,928 | $554K |
| Copia Wealth Management | 0.39% | Add +195.5% | 3,895 | $549K |
| Elmwood Wealth Management, Inc. | 0.17% | New | 3,891 | $549K |
| Baird Financial Group, Inc. | 0.00% | Add +51.8% | 3,885 | $548K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +13.3% | 3,874 | $546K |
| Prosperity Wealth Management, Inc. | 0.18% | Add +82.3% | 3,854 | $544K |
| DSG Capital Advisors, LLC | 0.08% | New | 3,750 | $543K |
| MorganRosel Wealth Management, LLC | 0.14% | Add +0.7% | 3,845 | $542K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -50.0% | 3,833 | $541K |
| Yarger Wealth Strategies, LLC | 0.23% | New | 3,831 | $540K |
| VSM Wealth Advisory, LLC | 0.16% | Reduce -5.1% | 3,817 | $538K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +0.1% | 3,767 | $531K |
| Lesa Sroufe & Co | 0.39% | Add +0.8% | 3,751 | $529K |
| Harding Loevner LP | 0.00% | New | 3,728 | $526K |
| Vilga Financial Planning LLC | 0.50% | — | 3,724 | $525K |
| Cheviot Value Management, LLC | 0.05% | No change | 3,571 | $524K |
| Algorithmic Investment Models, LLC | 0.64% | Reduce -5.2% | 3,706 | $523K |
| StoneX Group Inc. | 0.02% | Reduce -21.8% | 3,696 | $521K |
| Private Trust Co. NA | 0.05% | No change | 3,694 | $521K |
| DAVENPORT & Co LLC | 0.00% | Add +1.4% | 3,692 | $521K |
| Fort Vancouver Investment Management, LLC | 0.28% | Add +34.2% | 3,688 | $520K |
| BOS Asset Management, LLC | 0.14% | No change | 3,685 | $520K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +0.2% | 3,656 | $516K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +51.0% | 3,651 | $515K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +0.5% | 3,621 | $511K |
| IFP Advisors, Inc | 0.01% | Reduce -9.9% | 3,617 | $510K |
| Optima Capital LLC | 0.22% | Reduce -3.4% | 3,608 | $509K |
| Columbus Macro, LLC | 0.06% | Add +0.7% | 3,562 | $502K |
| First Foundation Advisors | 0.02% | No change | 3,551 | $501K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 3,551 | $501K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.4% | 3,547 | $500K |
| Avantax Planning Partners, Inc. | 0.01% | New | 3,546 | $500K |
| Addis & Hill, Inc | 0.30% | No change | 3,544 | $500K |
| Resolute Advisors LLC | 0.16% | Add +0.8% | 3,543 | $500K |
| Aerodigm Wealth, LLC | 0.19% | No change | 3,534 | $499K |
| ETF Portfolio Partners, Inc. | 0.13% | Add +0.9% | 3,531 | $498K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.8% | 3,494 | $493K |
| Foundations Investment Advisors, LLC | 0.01% | Add +14.4% | 3,483 | $491K |
| TCV Trust & Wealth Management, Inc. | 0.04% | Reduce -0.5% | 3,482 | $491K |
| Kanawha Capital Management LLC | 0.03% | No change | 3,470 | $489K |
| Rakuten Securities, Inc. | 0.16% | Add +58.3% | 3,445 | $486K |
| Rinkey Investments | 0.12% | No change | 3,439 | $485K |
| SG Americas Securities, LLC | 0.00% | No change | 3,429 | $484K |
| Forum Financial Management, LP | 0.01% | Reduce -1.9% | 3,427 | $483K |
| Formidable Asset Management, LLC | 0.07% | No change | 3,500 | $482K |
| Magnolia Capital Advisors LLC | 0.10% | Add +3.7% | 3,419 | $482K |
| Providence Capital Advisors, LLC | 0.08% | No change | 3,374 | $476K |
| Geometric Wealth Advisors | 0.06% | Add +0.0% | 3,372 | $476K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.15% | Add +59.5% | 3,365 | $475K |
| Harbour Investment Management LLC | 0.25% | No change | 3,361 | $474K |
| Perennial Advisors, LLC | 0.08% | No change | 3,355 | $473K |
| Silver Coast Investments LLC | 0.16% | Reduce -79.2% | 3,350 | $473K |
| Aua Capital Management, LLC | 0.24% | No change | 3,343 | $472K |
| CFO4Life Group, LLC | 0.07% | Add +0.5% | 3,343 | $472K |
| WealthSpring Partners, LLC | 0.48% | — | 3,327 | $469K |
| Oak Family Advisors, LLC | 0.14% | Add +17.1% | 3,314 | $467K |
| Brookstone Capital Management | 0.01% | Add +17.5% | 3,300 | $466K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +1.6% | 3,276 | $462K |
| Arax Advisory Partners | 0.01% | New | 3,274 | $462K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -48.7% | 3,260 | $460K |
| Retirement Planning Group, LLC | 0.02% | Reduce -1.4% | 3,249 | $458K |
| J. Derek Lewis & Associates Inc. | 0.11% | — | 3,232 | $456K |
| Gross & Hartman Investments LLC | 0.26% | — | 3,225 | $455K |
| Traynor Capital Management, Inc. | 0.02% | New | 3,207 | $452K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -69.1% | 3,202 | $452K |
| DV Trading LLC | 0.04% | — | 3,200 | $451K |
| Tillman Hartley LLC | 0.11% | Reduce -0.1% | 3,183 | $449K |
| Nova Wealth Management, Inc. | 0.31% | Reduce -3.8% | 3,160 | $446K |
| Spinnaker Investment Group, LLC | 0.08% | Add +89.3% | 3,147 | $444K |
| Hanson & Doremus Investment Management | 0.05% | Add +1.5% | 3,112 | $439K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -0.2% | 3,087 | $435K |
| Waterloo Capital, L.P. | 0.03% | Add +0.6% | 3,084 | $435K |
| Burton Enright Welch | 0.06% | Reduce -2.5% | 3,057 | $431K |
| Kwmg, LLC | 0.04% | Add +1.5% | 3,056 | $431K |
| Applied Capital LLC | 0.17% | Add +6.6% | 3,045 | $430K |
| Pointe Capital Management LLC | 0.21% | Add +3.8% | 3,039 | $429K |
| Realta Investment Advisors | 0.14% | Add +9.8% | 3,014 | $425K |
| WealthShield Partners, LLC | 0.05% | No change | 3,014 | $425K |
| RS Crum Inc. | 0.08% | No change | 3,005 | $424K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 3,000 | $423K |
| Moors & Cabot, Inc. | 0.02% | Add +26.0% | 2,993 | $422K |
| Lutz Financial Services LLC | 0.03% | Reduce -3.0% | 2,988 | $421K |
| Sigma Planning Corp | 0.01% | Add +7.0% | 2,981 | $421K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -2.1% | 2,970 | $419K |
| RAM Investment Partners, LLC | 0.08% | Add +0.2% | 2,968 | $419K |
| SmartHarvest Portfolios, LLC | 0.14% | — | 2,947 | $416K |
| IMA Advisory Services, Inc. | 0.04% | Reduce -16.3% | 2,943 | $415K |
| Gambit Capital Management, LLC | 0.29% | — | 2,920 | $412K |
| Cypress Wealth Services, LLC | 0.06% | New | 2,917 | $411K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 2,916 | $411K |
| Norden Group LLC | 0.04% | Reduce -47.2% | 2,908 | $410K |
| Fielder Capital Group LLC | 0.09% | Reduce -2.2% | 2,905 | $410K |
| Creative Financial Designs Inc. | 0.03% | Add +14.8% | 2,874 | $405K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.5% | 2,810 | $405K |
| Park Avenue Securities LLC | 0.00% | Add +2.6% | 2,872 | $405K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 2,850 | $402K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +6.5% | 2,837 | $400K |
| Melfa Wealth Management, Inc. | 0.23% | No change | 2,834 | $400K |
| Ballast Financial Advisors LLC | 0.41% | — | 2,819 | $398K |
| Callan Family Office, LLC | 0.01% | New | 2,819 | $398K |
| HUB Investment Partners, LLC | 0.01% | Reduce -31.5% | 2,817 | $397K |
| Claret Asset Management Corp | 0.05% | Reduce -1.6% | 2,810 | $396K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -71.9% | 2,804 | $396K |
| Templeton & Phillips Capital Management, LLC | 0.26% | No change | 2,778 | $392K |
| Kraft, Davis & Associates, LLC | 0.09% | Add +1.9% | 2,699 | $391K |
| Kastel Capital Advisors, LLC | 0.24% | — | 2,750 | $388K |
| Courier Capital LLC | 0.02% | Add +0.9% | 2,740 | $387K |
| Evelyn Partners Investment Management LLP | 0.01% | Add +54.9% | 2,710 | $382K |
| Fiduciary Group, LLC | 0.03% | Reduce -0.3% | 2,695 | $380K |
| RHS Financial, LLC | 0.18% | New | 2,685 | $379K |
| Prosperity Planning, Inc. | 0.14% | Reduce -0.1% | 2,684 | $379K |
| Advance Capital Management, Inc. | 0.02% | Reduce -20.5% | 2,679 | $378K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.5% | 2,572 | $377K |
| Old National Bancorp | 0.01% | Reduce -20.3% | 2,668 | $376K |
| BridgePort Financial Solutions, LLC | 0.10% | Add +0.8% | 2,660 | $375K |
| MontVue Capital Management, Inc. | 0.25% | No change | 2,654 | $374K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.5% | 2,645 | $373K |
| CENTRAL TRUST Co | 0.01% | Add +1.7% | 2,637 | $372K |
| Smith Salley Wealth Management | 0.02% | No change | 2,637 | $372K |
| Prospera Financial Services Inc | 0.01% | Reduce -26.6% | 2,634 | $372K |
| M Wealth Management, LLC | 0.32% | Add +0.0% | 2,631 | $371K |
| West Financial Advisors, LLC | 0.06% | New | 2,620 | $370K |
| Fiduciary Advisors, Inc. | 0.28% | Add +218.8% | 2,614 | $369K |
| Rebalance, LLC | 0.02% | Add +2.0% | 2,614 | $369K |
| Main Management LLC | 0.03% | Reduce -2.9% | 2,612 | $368K |
| Boston Standard Wealth Management, LLC | 0.06% | Reduce -0.0% | 2,604 | $367K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | No change | 2,594 | $366K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.2% | 2,590 | $365K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | Reduce -1.4% | 2,590 | $365K |
| International Assets Investment Management, LLC | 0.03% | New | 2,587 | $365K |
| Composition Wealth, LLC | 0.01% | Add +0.3% | 2,578 | $364K |
| Facet Wealth, Inc. | 0.01% | Add +28.1% | 2,472 | $363K |
| Arcadia Investment Advisors LLC | 0.17% | No change | 2,572 | $363K |
| Bank of Hawaii | 0.02% | No change | 2,563 | $362K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.1% | 2,549 | $360K |
| Centurion Wealth Management LLC | 0.08% | No change | 2,540 | $358K |
| Caitlin John, LLC | 0.23% | Reduce -2.7% | 2,540 | $358K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +0.1% | 2,535 | $358K |
| MayTech Global Investments, LLC | 0.04% | New | 2,513 | $355K |
| Synergy Financial Group, LTD | 0.25% | No change | 2,514 | $355K |
| Signal Advisors Wealth, LLC | 0.03% | Add +0.3% | 2,512 | $354K |
| N.E.W. Advisory Services LLC | 0.03% | Add +0.2% | 2,508 | $354K |
| Pathfinder Wealth Consulting, Inc. | 0.22% | — | 2,496 | $352K |
| Matrix Trust Co | 0.06% | Reduce -72.6% | 2,484 | $350K |
| Gutierrez Wealth Advisory, LLC | 0.22% | Add +16.6% | 2,480 | $350K |
| Genesis Wealth Advisors, LLC | 0.24% | No change | 2,475 | $349K |
| Xena Financial Planning, LLC | 0.41% | — | 2,474 | $349K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -3.1% | 2,466 | $348K |
| United Wealth Management, LLC | 0.09% | No change | 2,448 | $345K |
| Commerce Bank | 0.00% | No change | 2,444 | $345K |
| McIlrath & Eck, LLC | 0.03% | Add +62.6% | 2,436 | $344K |
| Hohimer Wealth Management, LLC | 0.05% | Add +0.4% | 2,427 | $342K |
| Dala Group, LLC | 0.30% | — | 2,424 | $342K |
| First Community Trust NA | 0.25% | No change | 2,415 | $341K |
| Elevation Wealth Partners, LLC | 0.12% | No change | 2,397 | $338K |
| Gibbs Wealth Management | 0.08% | Reduce -40.1% | 2,330 | $337K |
| Clark Asset Management, LLC | 0.03% | Reduce -23.1% | 2,379 | $336K |
| Seven Mile Advisory | 0.06% | Add +31.7% | 2,372 | $335K |
| Alliance Wealth Management Group | 0.07% | Add +0.3% | 2,365 | $334K |
| Towercrest Capital Management | 0.05% | Add +0.3% | 2,365 | $334K |
| Next Capital Management LLC | 0.11% | No change | 2,364 | $334K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.0% | 2,360 | $333K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -4.5% | 2,343 | $331K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.31% | — | 2,331 | $329K |
| Columbia River Financial Group, LLC | 0.20% | Add +0.0% | 2,317 | $326K |
| Cynosure Group, LLC | 0.03% | Add +15.3% | 2,310 | $326K |
| Waller Financial Planning Group, Inc. | 0.07% | Reduce -0.0% | 2,295 | $324K |
| Embree Financial Group | 0.04% | Reduce -3.9% | 2,274 | $321K |
| Modus Advisors, LLC | 0.08% | No change | 2,272 | $320K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +0.4% | 2,268 | $320K |
| Riverbend Wealth Management, LLC | 0.20% | New | 2,263 | $319K |
| Montag A & Associates Inc. | 0.01% | Add +56475.0% | 2,263 | $319K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | — | 2,259 | $319K |
| Etesian Wealth Advisors, Inc. | 0.10% | Reduce -5.3% | 2,255 | $318K |
| Wealthedge Investment Advisors, LLC | 0.12% | Add +12.1% | 2,240 | $316K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 2,242 | $316K |
| JP Wealth Management, Inc. | 0.22% | No change | 2,230 | $315K |
| Nwam LLC | 0.02% | Add +2.7% | 2,170 | $314K |
| Matisse Capital | 0.14% | Reduce -1.6% | 2,204 | $311K |
| Regal Investment Advisors LLC | 0.02% | Add +3.7% | 2,202 | $311K |
| Integrity Wealth Solutions LLC | 0.12% | New | 2,202 | $311K |
| Morton Capital Management LLC | 0.05% | New | 2,198 | $310K |
| Norris Perne & French LLP | 0.02% | No change | 2,195 | $310K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | No change | 2,195 | $310K |
| Whittier Trust Co. | 0.00% | Add +1795.6% | 2,142 | $309K |
| Mindset Wealth Management, LLC | 0.08% | No change | 2,186 | $308K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.9% | 2,170 | $306K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 2,165 | $305K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 2,157 | $304K |
| TruNorth Capital Management, LLC | 0.06% | No change | 2,143 | $302K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,140 | $302K |
| Samalin Investment Counsel, LLC | 0.11% | Reduce -49.2% | 2,140 | $302K |
| Phoenix Financial Ltd. | 0.00% | No change | 2,135 | $301K |
| TFB Advisors LLC | 0.08% | Add +1.8% | 2,123 | $299K |
| Register Financial Advisors LLC | 0.12% | Add +0.7% | 2,117 | $299K |
| Roger Wittlin Investment Advisory, LLC | 0.21% | New | 2,114 | $298K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -2.7% | 2,101 | $296K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.2% | 2,094 | $295K |
| Heritage Trust Co | 0.03% | No change | 2,086 | $294K |
| DecisionPoint Financial, LLC | 0.06% | Add +1.8% | 2,083 | $294K |
| Ascent Group, LLC | 0.01% | Add +0.1% | 2,075 | $293K |
| Powerhouse Assets LLC | 0.26% | — | 2,070 | $292K |
| Beacon Financial Advisory LLC | 0.07% | Add +1.2% | 2,066 | $291K |
| Evolution Advisers, Inc. | 0.13% | Add +0.4% | 2,066 | $291K |
| Petix & Botte Co | 0.07% | No change | 2,062 | $291K |
| Essential Partners LLC | 0.09% | Add +28.1% | 2,051 | $289K |
| Innova Wealth Partners | 0.15% | New | 2,050 | $289K |
| Garde Capital, Inc. | 0.02% | Add +2.1% | 2,048 | $289K |
| Wick Capital Partners, LLC | 0.05% | Add +36.5% | 2,046 | $289K |
| Vantage Point Financial LLC | 0.10% | Add +0.8% | 2,039 | $288K |
| Balboa Wealth Partners | 0.05% | Add +2.0% | 2,038 | $287K |
| Ballast Rock Private Wealth LLC | 0.18% | — | 2,030 | $286K |
| Sage Capital Advisors,llc | 0.07% | Add +2.0% | 2,023 | $285K |
| Parkwoods Wealth Partners, LLC | 0.08% | Add +10.3% | 2,008 | $283K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 2,000 | $282K |
| Citizens & Northern Corp. | 0.07% | No change | 2,000 | $282K |
| Disciplined Investors, L.L.C. | 0.18% | Add +10.8% | 1,995 | $281K |
| Argonautica Private Wealth Management, Inc. | 0.08% | Add +17.0% | 1,986 | $280K |
| Buckhead Capital Management LLC | 0.10% | Add +29.9% | 1,983 | $280K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 1,968 | $278K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.3% | 1,965 | $277K |
| Oliver Luxxe Assets LLC | 0.04% | Reduce -1.8% | 1,965 | $277K |
| Legacy Advisors, LLC | 0.03% | New | 1,960 | $276K |
| Cornerstone Financial Management LLC | 0.26% | — | 1,950 | $275K |
| PTM Wealth Management, LLC | 0.15% | Add +1.9% | 1,915 | $274K |
| Klaas Financial Asset Advisors, LLC | 0.04% | New | 1,941 | $274K |
| Allegheny Financial Group | 0.04% | New | 1,935 | $273K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -6.8% | 1,911 | $270K |
| Signal Tree Financial Partners LLC | 0.21% | Add +5.2% | 1,911 | $270K |
| Gryphon Financial Partners LLC | 0.03% | Add +0.2% | 1,890 | $267K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.8% | 1,866 | $263K |
| Bridges Investment Management Inc. | 0.00% | New | 1,865 | $263K |
| Cabot-Wellington, LLC | 0.08% | No change | 1,859 | $262K |
| Karpus Management, Inc. | 0.01% | Reduce -4.6% | 1,855 | $262K |
| Urban Financial Advisory Corp | 0.10% | Add +117.5% | 1,853 | $261K |
| Vermillion & White Wealth Management Group, LLC | 0.14% | Add +4.0% | 1,847 | $261K |
| Tranquility Partners, LLC | 0.09% | No change | 1,815 | $256K |
| Tandem Financial, LLC | 0.31% | Add +38.2% | 2,177 | $256K |
| Cypress Capital, LLC | 0.07% | No change | 1,810 | $255K |
| Mosaic Advisors LLC | 0.49% | New | 1,807 | $255K |
| Pacific Sage Partners, LLC | 0.04% | Add +15.3% | 1,805 | $255K |
| eCIO, Inc. | 0.12% | Add +0.8% | 1,799 | $254K |
| Clifford Group, LLC | 0.20% | No change | 1,793 | $253K |
| First National Bank of Omaha | 0.01% | New | 1,770 | $251K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.3% | 1,781 | $251K |
| Founders Financial Securities LLC | 0.01% | New | 1,780 | $251K |
| Hapanowicz & Associates Financial Services, Inc | 0.10% | Add +1.7% | 1,779 | $251K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +13.4% | 1,947 | $250K |
| Directional Asset Management | 0.22% | — | 1,761 | $248K |
| Heritage Financial Services, LLC | 0.02% | No change | 1,755 | $248K |
| Objective Capital Management, LLC | 0.25% | Add +0.1% | 1,752 | $247K |
| Frankly Finances, LLC | 0.23% | — | 1,745 | $246K |
| WESPAC Advisors, LLC | 0.13% | New | 1,740 | $245K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Add +8.6% | 1,729 | $244K |
| Ridgepath Capital Management LLC | 0.11% | No change | 1,765 | $243K |
| Vistica Wealth Advisors, LLC | 0.24% | — | 1,721 | $243K |
| Marco Investment Management LLC | 0.02% | No change | 1,718 | $242K |
| Sunpointe, LLC | 0.08% | New | 1,716 | $242K |
| Financial Network Wealth Advisors LLC | 0.25% | Reduce -52.4% | 1,711 | $241K |
| PFG Investments, LLC | 0.01% | Reduce -12.3% | 1,708 | $241K |
| Axiom Financial Strategies, LLC | 0.10% | Add +3.0% | 1,706 | $241K |
| Aspire Growth Partners LLC | 0.17% | No change | 1,700 | $240K |
| Strid Group, LLC | 0.03% | Add +0.9% | 1,698 | $240K |
| Carr Financial Group Corp | 0.06% | Reduce -3.1% | 1,678 | $237K |
| Harrell Investment Partners, LLC | 0.06% | No change | 1,674 | $236K |
| Welch Group, LLC | 0.01% | Add +3.4% | 1,658 | $234K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -1.8% | 1,655 | $233K |
| Blom & Howell Financial Planning, Inc. | 0.23% | — | 1,649 | $233K |
| BlackDiamond Wealth Management, LLC | 0.11% | New | 1,573 | $232K |
| Addison Advisors LLC | 0.05% | No change | 1,633 | $230K |
| USAdvisors Wealth Management, LLC | 0.08% | Add +4.1% | 1,632 | $230K |
| Trinity Financial Advisors LLC | 0.06% | Add +8.7% | 1,629 | $230K |
| Purkiss Capital Advisors LLC | 0.11% | Reduce -3.8% | 1,628 | $230K |
| Independent Wealth Network Inc. | 0.07% | Add +3.3% | 1,628 | $230K |
| Sound Income Strategies, LLC | 0.01% | Add +1.0% | 1,580 | $229K |
| JDH Wealth Management, LLC | 0.16% | Add +0.2% | 1,620 | $229K |
| Point Nemo Capital, LLC | 0.22% | — | 1,610 | $227K |
| Oath Planning, LLC | 0.22% | — | 1,608 | $227K |
| Tacita Capital Inc | 0.13% | No change | 1,608 | $227K |
| Liberty Wealth Management LLC | 0.03% | Add +0.5% | 1,605 | $226K |
| Voya Financial Advisors, Inc. | 0.02% | New | 1,593 | $226K |
| Newman Dignan & Sheerar, Inc. | 0.05% | New | 1,604 | $226K |
| SOL Capital Management CO | 0.02% | No change | 1,595 | $225K |
| Lynx Investment Advisory | 0.12% | Add +0.4% | 1,579 | $223K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -51.2% | 1,530 | $222K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +4.0% | 1,566 | $221K |
| Concorde Asset Management, LLC | 0.09% | Add +2.7% | 1,562 | $220K |
| Palisade Asset Management, LLC | 0.02% | Add +8.3% | 1,558 | $220K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -1.1% | 1,555 | $219K |
| McCartney Wealth Management LLC | 0.19% | — | 1,555 | $219K |
| Klingman & Associates, LLC | 0.01% | No change | 1,523 | $215K |
| AF Advisors, Inc. | 0.08% | Reduce -9.5% | 1,521 | $215K |
| Bath Savings Trust Co | 0.02% | No change | 1,520 | $214K |
| Lakeridge Wealth Management LLC | 0.10% | Add +0.2% | 1,520 | $214K |
| Asset Dedication, LLC | 0.01% | No change | 1,514 | $214K |
| Financial Harvest, LLC | 0.13% | No change | 1,510 | $213K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -10.9% | 1,507 | $213K |
| MPS Loria Financial Planners, LLC | 0.05% | Add +0.7% | 1,506 | $213K |
| Pinnacle Financial Group, LLC / IL | 0.06% | No change | 1,500 | $212K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 1,489 | $210K |
| Elevate Wealth Advisory, Inc. | 0.14% | Add +0.6% | 1,488 | $210K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 1,481 | $209K |
| E&G Advisors, LLC | 0.05% | Add +0.3% | 1,480 | $209K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | New | 1,470 | $207K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,465 | $207K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,465 | $207K |
| Encompass More Asset Management | 0.04% | New | 1,453 | $205K |
| HBW Advisory Services LLC | 0.02% | New | 1,446 | $204K |
| Members Wealth LLC | 0.13% | New | 1,396 | $204K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,443 | $203K |
| Ruane, Cunniff & Goldfarb L.P. | 0.00% | New | 1,426 | $201K |
| LPWM LLC | 0.05% | Reduce -4.1% | 1,424 | $201K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.8% | 1,414 | $199K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -5.4% | 1,412 | $199K |
| Beacon Financial Strategies CORP | 0.11% | New | 1,406 | $198K |
| Crewe Advisors LLC | 0.02% | No change | 1,388 | $196K |
| CoreCap Advisors, LLC | 0.01% | Add +34.7% | 1,327 | $187K |
| Bogart Wealth, LLC | 0.01% | Add +3.3% | 1,319 | $186K |
| Tidemark, LLC | 0.05% | No change | 1,275 | $180K |
| Rossmore Private Capital | 0.02% | Add +12.7% | 1,245 | $176K |
| BigSur Wealth Management LLC | 0.04% | Reduce -22.4% | 1,240 | $175K |
| Align Financial, LLC | 0.10% | — | 173,877 | $174K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,227 | $173K |
| SouthState Bank Corp | 0.01% | Add +3.4% | 1,206 | $170K |
| Prudent Man Investment Management, Inc. | 0.06% | Reduce -26.1% | 1,172 | $165K |
| Osbon Capital Management LLC | 0.15% | — | 1,133 | $160K |
| Perkins Coie Trust Co | 0.03% | No change | 1,130 | $159K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 1,098 | $155K |
| Triumph Capital Management | 0.03% | New | 1,094 | $154K |
| Godfrey Financial Associates, Inc. | 0.13% | — | 1,091 | $154K |
| Signature Resources Capital Management, LLC | 0.08% | Reduce -20.0% | 1,088 | $153K |
| 2UniFi Bank | 0.07% | No change | 1,084 | $153K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,037 | $146K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +9.1% | 997 | $141K |
| Trust Co. of Vermont | 0.01% | No change | 985 | $139K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 983 | $139K |
| GHP Investment Advisors, Inc. | 0.01% | Add +16.1% | 974 | $137K |
| Smithfield Trust Co | 0.01% | Reduce -1.6% | 994 | $137K |
| Your Advocates Ltd., LLP | 0.04% | Add +6.0% | 969 | $137K |
| Turim 21 Investimentos Ltda. | 0.05% | New | 950 | $134K |
| SageView Advisory Group, LLC | 0.00% | New | 950 | $134K |
| Truvestments Capital LLC | 0.02% | No change | 873 | $123K |
| 3Chopt Investment Partners, LLC | 0.03% | Reduce -40.9% | 849 | $120K |
| TFC Financial Management, Inc. | 0.01% | Add +22.3% | 818 | $115K |
| New Republic Capital, LLC | 0.03% | No change | 816 | $115K |
| Center for Financial Planning, Inc. | 0.01% | No change | 773 | $109K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +21.1% | 764 | $108K |
| LRI Investments, LLC | 0.01% | Add +0.4% | 735 | $104K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Reduce -0.1% | 724 | $102K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +7.1% | 708 | $102K |
| Fairman Group, LLC | 0.08% | Add +0.8% | 716 | $101K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 711 | $100K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.1% | 706 | $100K |
| Entrust Financial LLC | 0.07% | — | 679 | $96K |
| Westside Investment Management, Inc. | 0.01% | No change | 630 | $89K |
| Robinswood Financial LLC | 0.03% | Reduce -23.6% | 610 | $86K |
| SJS Investment Consulting Inc. | 0.01% | No change | 600 | $85K |
| Cornerstone Planning Group LLC | 0.01% | Add +448.1% | 570 | $84K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -29.7% | 591 | $83K |
| Towne Trust Company, N.A | 0.03% | New | 589 | $83K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.7% | 557 | $79K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.2% | 557 | $79K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.7% | 551 | $78K |
| Rossby Financial, LCC | 0.02% | Add +67.3% | 547 | $77K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +137.6% | 537 | $76K |
| Howe & Rusling Inc. | 0.00% | Add +2.6% | 506 | $71K |
| Lanark Financial, Inc. | 0.01% | Add +77.0% | 501 | $71K |
| Abound Wealth Management | 0.02% | Add +50.5% | 501 | $71K |
| Private Wealth Management Group, LLC | 0.02% | No change | 496 | $70K |
| Atlantic Private Wealth, LLC | 0.04% | Add +45.4% | 2,249 | $69K |
| Oakworth Capital, Inc. | 0.00% | No change | 481 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 459 | $65K |
| Rialto Wealth Management, LLC | 0.02% | No change | 448 | $63K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 437 | $62K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 425 | $60K |
| Phillips Financial Management, LLC | 0.00% | No change | 422 | $60K |
| Eastern Bank | 0.00% | Reduce -14.6% | 420 | $59K |
| Quent Capital, LLC | 0.00% | No change | 405 | $57K |
| Washington Trust Advisors, Inc. | 0.00% | Add +38.1% | 384 | $54K |
| Sfam, LLC | 0.05% | — | 377 | $53K |
| JDM Financial Group LLC | 0.02% | No change | 377 | $53K |
| Wolff Wiese Magana LLC | 0.03% | No change | 370 | $52K |
| Glassman Wealth Services | 0.01% | Reduce -58.9% | 365 | $51K |
| Country Trust Bank | 0.00% | No change | 359 | $51K |
| Compass Financial Services Inc | 0.02% | No change | 355 | $50K |
| Evolution Wealth Management Inc. | 0.04% | New | 349 | $49K |
| Biltmore Family Office, LLC | 0.01% | No change | 323 | $46K |
| Avion Wealth | 0.01% | No change | 313 | $44K |
| North Star Investment Management Corp. | 0.00% | Add +8.9% | 306 | $43K |
| Bank of New Hampshire | 0.01% | No change | 300 | $42K |
| Godsey & Gibb, Inc. | 0.00% | New | 292 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 284 | $40K |
| 10Elms LLP | 0.04% | Add +14.1% | 283 | $40K |
| Archer Investment Corp | 0.01% | Add +54.5% | 272 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -1.8% | 270 | $38K |
| Webster Bank, N. A. | 0.00% | No change | 256 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 250 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 246 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.8% | 243 | $34K |
| Proathlete Wealth Management LLC | 0.01% | Add +1564.3% | 233 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 218 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +1863.6% | 216 | $30K |
| Signature Equity Partners, LLC | 0.02% | — | 209 | $29K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +5.6% | 208 | $29K |
| Nemes Rush Group LLC | 0.00% | Add +0.5% | 207 | $29K |
| Bravera Wealth | 0.01% | — | 198 | $28K |
| Morling Financial Advisors, LLC | 0.01% | Reduce -14.0% | 197 | $28K |
| WestEnd Advisors, LLC | 0.00% | Add +161.3% | 196 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 189 | $27K |
| Pacific Center for Financial Services | 0.01% | No change | 186 | $26K |
| Navalign, LLC | 0.01% | New | 181 | $26K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 178 | $25K |
| NFSG Corp | 0.00% | No change | 174 | $25K |
| Larson Financial Group LLC | 0.00% | Reduce -94.6% | 170 | $24K |
| Root Financial Partners, LLC | 0.00% | Reduce -47.7% | 170 | $24K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | Reduce -50.5% | 166 | $23K |
| Park Place Capital Corp | 0.00% | No change | 160 | $23K |
| Bayban | 0.02% | — | 155 | $22K |
| Independence Bank of Kentucky | 0.00% | No change | 155 | $22K |
| Aviso Financial Inc. | 0.00% | No change | 150 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 148 | $21K |
| Wiser Advisor Group LLC | 0.02% | No change | 147 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 143 | $20K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 135 | $19K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 128 | $18K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 121 | $17K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -3.4% | 113 | $16K |
| PayPay Securities Corp | 0.46% | Add +51.4% | 112 | $16K |
| Curio Wealth, LLC | 0.01% | No change | 110 | $16K |
| MCF Advisors LLC | 0.00% | New | 111 | $16K |
| Red Tortoise LLC | 0.01% | No change | 110 | $16K |
| Bellevue Asset Management, LLC | 0.01% | No change | 110 | $16K |
| Rexford Capital Inc. | 0.01% | No change | 108 | $15K |
| Motiv8 Investments LLC | 0.01% | New | 107 | $15K |
| Darwin Wealth Management, LLC | 0.00% | Add +7.1% | 106 | $15K |
| HighMark Wealth Management LLC | 0.01% | New | 105 | $15K |
| Gladwyn Financial Advisors, Inc. | 0.01% | Add +1.0% | 105 | $15K |
| West Paces Advisors Inc. | 0.00% | No change | 105 | $15K |
| Hurley Capital, LLC | 0.01% | New | 102 | $14K |
| First Pacific Financial | 0.00% | Add +1.0% | 102 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +585.7% | 96 | $14K |
| Evermay Wealth Management LLC | 0.00% | New | 95 | $13K |
| WealthCollab, LLC | 0.01% | New | 94 | $13K |
| Meramec Financial Planners, LLC | 0.01% | — | 88 | $13K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -43.9% | 87 | $12K |
| Friedenthal Financial | 0.01% | Add +24.2% | 82 | $12K |
| Camelot Portfolios, LLC | 0.01% | New | 81 | $11K |
| Horizon Investments, LLC | 0.00% | No change | 76 | $11K |
| City Holding Co. | 0.00% | No change | 75 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 74 | $10K |
| Lodestone Wealth Management LLC | 0.00% | New | 72 | $10K |
| ROSS\JOHNSON & Associates LLC | 0.19% | New | 71 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +46.8% | 69 | $10K |
| 4Thought Financial Group Inc. | 0.00% | Add +18.4% | 58 | $8K |
| Maseco LLP | 0.00% | New | 56 | $8K |
| Miller Capital Partners, Inc. | 0.00% | — | 55 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +31.7% | 54 | $8K |
| Davis Capital Management | 0.01% | Add +2.0% | 52 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +6.3% | 51 | $7K |
| Northwest Capital Management Inc | 0.03% | Reduce -7.4% | 50 | $7K |
| Kozak & Associates, Inc. | 0.00% | New | 43 | $6K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 41 | $6K |
| SHP Wealth Management | 0.00% | — | 40 | $6K |
| YANKCOM Partnership | 0.00% | New | 39 | $6K |
| Eq Wealth Advisors, LLC | 0.00% | New | 38 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | New | 36 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 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% | Add +3.5% | 30 | $4K |
| Bfsg, LLC | 0.00% | No change | 28 | $4K |
| Wilkerson Advisory Group LLC | 0.00% | — | 23 | $3K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 23 | $3K |
| Virtus Advisers, LLC | 0.00% | Reduce -15.4% | 22 | $3K |
| Gold Investment Management Ltd. | 0.00% | No change | 20 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 17 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 15 | $2K |
| Anchor Investment Management, LLC | 0.00% | Add +1400.0% | 15 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 16 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 12 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +180.0% | 14 | $2K |
| First Horizon Corp. | 0.00% | New | 13 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 9 | $1K |
| Dynamic Wealth Strategies, LLC | 0.00% | New | 8 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $987 |
| Nvwm, LLC | 0.00% | No change | 5 | $749 |
| 1620 Investment Advisors, Inc. | 0.00% | New | 5 | $705 |
| Albion Financial Group | 0.00% | No change | 3 | $437 |
| New Millennium Group LLC | 0.00% | No change | 2 | $282 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $140 |
"% 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.