Vanguard Tax-Exempt Bond ETFVTEBETF
13F holders, Q2 2024 (June 30)1,086holders +33
83new positions
64sold out
5famous investors
$50.11avg. 13F price*
At the end of Q2 2024, 1,086 institutions reported holding Vanguard Tax-Exempt Bond ETF (VTEB) in their 13F filings, up 33 from Q1 2024. 83 opened new positions and 64 sold out. The largest holders were JPMorgan Chase & Co. ($3.7B), Northwestern Mutual Wealth Management Co. ($1.6B) and Charles Schwab Investment Management Inc. ($1.5B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Tax-Exempt Bond ETF
- CUSIP
- 922907746
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $1.7B |
| Exits | 64 | $304.1M |
All 13F filers, Q1 2024 → Q2 2024: 54,017,524 shares bought and 18,119,329 shares sold, net +35,898,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,086 holders
| JPMorgan Chase & Co. | 0.32% | Reduce -2.9% | 74,744,128 | $3.7B |
| Northwestern Mutual Wealth Management Co. | 1.57% | Reduce -8.4% | 31,707,294 | $1.6B |
| Charles Schwab Investment Management Inc. | 0.29% | New | 30,556,219 | $1.5B |
| Wealthfront Advisers LLC | 5.05% | Add +5.7% | 29,977,106 | $1.5B |
| Creative Planning | 1.37% | Add +3.2% | 25,601,034 | $1.3B |
| Raymond James & Associates | 0.59% | Add +1.4% | 17,893,412 | $896.6M |
| FMR LLC | 0.06% | Reduce -7.1% | 17,170,572 | $860.4M |
| Northern Trust Corp. | 0.12% | Add +10.7% | 14,556,534 | $729.4M |
| Tiaa Trust, National Association | 2.14% | Add +21.4% | 13,830,411 | $693.0M |
| Morgan Stanley | 0.05% | Reduce -0.4% | 12,251,847 | $613.9M |
| Sei Investments Co. | 0.73% | Reduce -3.6% | 10,241,392 | $513.2M |
| Bank of America Corp. | 0.05% | Add +8.5% | 9,375,840 | $469.8M |
| Envestnet Asset Management Inc. | 0.16% | Add +5.7% | 9,372,788 | $469.7M |
| Wells Fargo & Company | 0.10% | Add +8.7% | 7,668,699 | $384.3M |
| UBS Group AG | 0.10% | Add +1.3% | 6,180,093 | $309.7M |
| Mercer Global Advisors Inc. | 0.77% | Add +12.8% | 5,639,228 | $281.5M |
| Aspiriant, LLC | 10.67% | Add +4.0% | 5,221,081 | $261.6M |
| LPL Financial LLC | 0.11% | Add +10.5% | 4,556,394 | $228.3M |
| Franklin Resources Inc. | 0.07% | Reduce -0.2% | 4,503,729 | $225.7M |
| Corient Private Wealth LP | 0.35% | Reduce -11.4% | 4,005,890 | $200.8M |
| Ameriprise Financial Inc. | 0.05% | Add +5.9% | 3,685,384 | $184.7M |
| US Bancorp \de | 0.23% | Reduce -8.6% | 3,374,790 | $169.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.60% | Add +7.3% | 3,353,311 | $168.0M |
| Rwa Wealth Partners, LLC | 2.10% | Add +0.7% | 3,185,600 | $159.6M |
| Cerity Partners LLC | 0.43% | Add +1.0% | 3,161,992 | $158.4M |
| SCS Capital Management LLC | 2.69% | Reduce -6.8% | 2,562,540 | $128.4M |
| Jones Financial Companies LLLP | 0.15% | Add +9.7% | 2,532,071 | $126.9M |
| Members Trust Co | 3.81% | Reduce -6.5% | 2,506,528 | $125.6M |
| Mariner, LLC | 0.23% | Add +7.4% | 2,391,788 | $119.9M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.7% | 2,361,796 | $118.3M |
| Osaic Holdings, Inc. | 0.25% | Add +10.1% | 2,135,078 | $107.0M |
| Orgel Wealth Management, LLC | 2.83% | Add +7.0% | 2,093,212 | $104.9M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +3.0% | 2,014,324 | $100.9M |
| Vanguard Group Inc. | 0.00% | Add +25.0% | 2,010,700 | $100.8M |
| HighTower Advisors, LLC | 0.14% | Add +2.5% | 1,841,553 | $92.3M |
| Prime Capital Investment Advisors, LLC | 1.36% | Reduce -1.4% | 1,835,995 | $92.0M |
| GeoWealth Management, LLC | 3.57% | Add +5.0% | 1,635,632 | $82.0M |
| Sequoia Financial Advisors, LLC | 0.92% | Add +1.6% | 1,524,132 | $76.4M |
| Baird Financial Group, Inc. | 0.16% | Add +2.5% | 1,517,978 | $76.1M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +0.4% | 1,515,690 | $76.0M |
| OneDigital Investment Advisors LLC | 0.90% | Add +8.5% | 1,439,090 | $72.1M |
| Meeder Advisory Services, Inc. | 5.07% | Add +30.0% | 1,430,748 | $71.7M |
| Sanctuary Advisors, LLC | 0.52% | — | 1,427,332 | $71.1M |
| Bleakley Financial Group, LLC | 2.05% | Reduce -2.0% | 1,414,157 | $70.9M |
| Simplicity Wealth,LLC | 1.60% | Reduce -1.5% | 1,413,271 | $70.8M |
| Morningstar Investment Services LLC | 0.71% | Add +1.3% | 1,299,145 | $65.3M |
| Lutz Financial Services LLC | 5.60% | Add +7.9% | 1,282,559 | $64.3M |
| Baker Boyer National Bank | 21.93% | Add +5.0% | 1,252,588 | $62.8M |
| Royal Bank of Canada | 0.01% | Add +33.1% | 1,237,511 | $62.0M |
| Ackerman Capital Advisors, LLC | 16.28% | Add +5.7% | 1,225,263 | $61.4M |
| Stifel Financial Corp. | 0.07% | Reduce -1.1% | 1,210,322 | $60.6M |
| Crestwood Advisors Group, LLC | 1.22% | Reduce -5.0% | 1,177,825 | $59.0M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.9% | 1,164,362 | $58.3M |
| Waldron Private Wealth LLC | 2.59% | Reduce -2.2% | 1,156,120 | $57.9M |
| Full Sail Capital, LLC | 3.89% | Add +8.6% | 1,153,502 | $57.8M |
| Jane Street Group, LLC | 0.06% | Reduce -31.2% | 1,127,663 | $56.5M |
| Cetera Investment Advisers | 0.13% | Reduce -0.1% | 1,105,430 | $55.4M |
| Independent Advisor Alliance | 1.86% | Add +12.8% | 1,081,781 | $54.2M |
| Savant Capital, LLC | 0.53% | Add +8.3% | 1,062,617 | $53.2M |
| Regions Financial Corp. | 0.39% | Reduce -0.7% | 1,025,681 | $51.4M |
| Avidian Wealth Enterprises, LLC | 2.44% | Add +1.6% | 1,007,887 | $50.5M |
| MML Investors Services, LLC | 0.20% | Reduce -0.9% | 999,737 | $50.1M |
| Bank of New York Mellon Corp | 0.01% | Add +10.2% | 987,951 | $49.5M |
| Thompson Siegel & Walmsley LLC | 0.77% | Add +5.0% | 961,235 | $48.2M |
| West Financial Advisors, LLC | 9.66% | Add +2.8% | 928,729 | $46.5M |
| Mather Group, Llc. | 0.57% | Add +7.7% | 913,628 | $46.2M |
| Wedmont Private Capital | 2.89% | Add +18.4% | 908,607 | $45.9M |
| Beaird Harris Wealth Management, LLC | 4.21% | Add +0.8% | 893,027 | $44.7M |
| Foster Group, Inc. | 1.68% | Reduce -4.6% | 854,874 | $42.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.0% | 843,356 | $42.3M |
| Callan Capital, LLC | 3.38% | Reduce -4.6% | 818,555 | $41.0M |
| Sunflower Bank, N.A. | 9.11% | Add +1.4% | 770,413 | $38.6M |
| Integrated Wealth Concepts LLC | 0.52% | Add +100.8% | 760,539 | $38.1M |
| BSW Wealth Partners | 6.19% | Add +6.0% | 753,421 | $37.8M |
| Heritage Investment Group, Inc. | 5.13% | Reduce -1.0% | 746,537 | $37.4M |
| Merriman Wealth Management, LLC | 1.63% | Reduce -0.3% | 743,564 | $37.3M |
| EP Wealth Advisors, LLC | 0.39% | Add +4.4% | 725,620 | $36.4M |
| One Capital Management, LLC | 1.24% | Add +56.0% | 725,587 | $36.4M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +2.0% | 707,335 | $35.4M |
| M&T Bank Corp | 0.12% | Reduce -3.3% | 697,083 | $34.9M |
| Cwm, LLC | 0.16% | Reduce -6.2% | 695,489 | $34.9M |
| Passive Capital Management, LLC. | 12.68% | Add +0.3% | 681,740 | $34.2M |
| Koss-Olinger Consulting, LLC | 3.14% | New | 677,414 | $33.9M |
| Allen Investment Management, LLC | 0.41% | No change | 675,526 | $33.9M |
| Modera Wealth Management, LLC | 0.49% | Add +0.1% | 662,512 | $33.2M |
| Willow Creek Wealth Management Inc. | 3.77% | Add +2.2% | 661,211 | $33.1M |
| Rockwood Wealth Management, LLC | 3.91% | Add +10.5% | 641,234 | $32.1M |
| JFS Wealth Advisors, LLC | 2.53% | Add +9.6% | 639,126 | $32.0M |
| Wealthspire Advisors, LLC | 0.41% | Add +10.3% | 637,750 | $32.0M |
| Flow Traders U.S. LLC | 1.55% | Add +556.1% | 623,878 | $31.3M |
| Bedel Financial Consulting, Inc. | 4.54% | Reduce -1.1% | 618,306 | $31.0M |
| GenTrust, LLC | 1.64% | Add +68.8% | 600,381 | $30.1M |
| Renaissance Technologies | 0.05% | Reduce -26.2% | 597,654 | $29.9M |
| Old Mission Capital LLC | 0.74% | New | 562,447 | $28.2M |
| Susquehanna International Group, LLP | 0.05% | New | 558,077 | $28.0M |
| Truist Financial Corp. | 0.04% | Add +7.5% | 554,566 | $27.8M |
| Pinnacle Financial Partners Inc | 0.57% | Add +0.4% | 529,803 | $26.8M |
| Nicolet Advisory Services, LLC | 2.56% | Add +1.3% | 531,872 | $26.7M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +11.6% | 527,271 | $26.4M |
| Allworth Financial LP | 0.17% | Add +20.0% | 516,582 | $26.0M |
| Manning & Napier Advisors LLC | 0.29% | — | 517,607 | $25.9M |
| New York Life Investment Management LLC | 0.26% | Add +92.8% | 516,784 | $25.9M |
| Kestra Investment Management, LLC | 1.67% | — | 490,150 | $24.6M |
| Bragg Financial Advisors, Inc | 1.09% | Add +0.7% | 486,344 | $24.4M |
| Bank of Hawaii | 1.10% | Add +5.1% | 478,051 | $24.0M |
| Salomon & Ludwin, LLC | 2.50% | Add +9.1% | 447,369 | $22.4M |
| a16z Perennial Management, L.P. | 2.34% | No change | 435,683 | $21.8M |
| HBK Sorce Advisory LLC | 0.75% | Add +0.1% | 428,988 | $21.5M |
| Lido Advisors, LLC | 0.17% | Reduce -6.7% | 420,283 | $21.1M |
| Hilltop Wealth Advisors, LLC | 10.31% | Add +3.6% | 409,897 | $20.5M |
| Facet Wealth, Inc. | 0.61% | Reduce -1.0% | 390,922 | $19.7M |
| Resonant Capital Advisors, LLC | 1.59% | Add +18.5% | 391,067 | $19.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +35.6% | 424,651 | $19.5M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +9.8% | 385,437 | $19.3M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +9.8% | 385,437 | $19.3M |
| Elm Partners Management LLC | 1.47% | Add +115.9% | 383,155 | $19.2M |
| Luminvest Wealth Management LLC | 8.71% | Add +7.1% | 365,434 | $18.6M |
| Quotient Wealth Partners, LLC | 0.65% | Add +17.6% | 370,151 | $18.5M |
| CX Institutional | 0.86% | Reduce -2.1% | 365,503 | $18.3M |
| Cullen/Frost Bankers, Inc. | 0.26% | Add +7.6% | 361,057 | $18.1M |
| Heartwood Wealth Advisors LLC | 2.13% | Add +2.9% | 355,049 | $17.8M |
| McKinley Carter Wealth Services, Inc. | 1.12% | Add +11.7% | 350,722 | $17.6M |
| Atria Investments, Inc | 0.22% | Add +99.3% | 344,575 | $17.3M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +14.5% | 341,339 | $17.1M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +19.1% | 340,173 | $17.0M |
| First Horizon Advisors, Inc. | 0.51% | Add +20.1% | 334,473 | $16.8M |
| Fort Point Capital Partners LLC | 2.12% | Reduce -22.8% | 329,733 | $16.5M |
| Goodman Advisory Group, LLC | 4.94% | Reduce -10.6% | 329,724 | $16.5M |
| Unison Advisors LLC | 2.05% | Reduce -1.6% | 325,672 | $16.3M |
| Legacy Edge Advisors, LLC | 2.99% | Add +19.0% | 323,910 | $16.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.87% | Reduce -5.6% | 322,065 | $16.1M |
| Hengehold Capital Management LLC | 1.66% | Reduce -1.0% | 318,622 | $16.0M |
| Stairway Partners, LLC | 1.23% | Add +1.0% | 312,585 | $15.7M |
| Aspire Private Capital, LLC | 4.03% | Add +3.9% | 312,026 | $15.6M |
| Blue Chip Partners, LLC | 1.43% | Add +7.4% | 309,058 | $15.5M |
| State of Wisconsin Investment Board | 0.04% | No change | 309,000 | $15.5M |
| Focus Partners Wealth | 0.05% | Add +122.9% | 305,292 | $15.3M |
| San Luis Wealth Advisors LLC | 3.67% | New | 304,708 | $15.3M |
| NewEdge Advisors, LLC | 0.11% | Add +137.5% | 304,540 | $15.3M |
| Atmos Advisory, LLC | 11.91% | Add +3.7% | 303,905 | $15.2M |
| Eagle Ridge Investment Management | 1.39% | Add +3.4% | 299,628 | $15.0M |
| Cahaba Wealth Management, Inc. | 1.32% | Add +3.1% | 299,159 | $15.0M |
| Empower Advisory Group, LLC | 0.06% | Add +6.4% | 298,776 | $15.0M |
| Foster Victor Wealth Advisors, LLC | 1.25% | Add +2.4% | 295,699 | $14.9M |
| Moller Wealth Partners | 3.95% | Add +5.1% | 295,747 | $14.8M |
| Apella Capital, LLC | 0.66% | Reduce -1.9% | 293,979 | $14.8M |
| Baron Silver Stevens Financial Advisors, LLC | 2.82% | Add +7.4% | 294,856 | $14.8M |
| Mb, Levis & Associates, LLC | 7.75% | Add +4.4% | 294,111 | $14.7M |
| Brookstone Capital Management | 0.24% | Reduce -4.5% | 285,668 | $14.4M |
| Brown Advisory Inc. | 0.02% | Add +17.0% | 282,413 | $14.2M |
| Roth Financial Partners LLC | 5.74% | Add +9.2% | 265,628 | $13.3M |
| Grove Bank & Trust | 2.13% | Add +9.6% | 264,620 | $13.3M |
| Deutsche Bank AG | 0.01% | Add +2.1% | 258,957 | $13.0M |
| Perigon Wealth Management, LLC | 0.37% | Reduce -2.7% | 254,732 | $12.8M |
| Cardiff Park Advisors, LLC | 1.22% | Add +0.2% | 253,478 | $12.7M |
| NorthCoast Asset Management LLC | 0.11% | Add +29.8% | 251,000 | $12.6M |
| Raymond James Trust N.A. | 0.29% | Add +2.0% | 249,591 | $12.5M |
| Captrust Financial Advisors | 0.04% | Add +1.9% | 248,463 | $12.5M |
| Evanson Asset Management, LLC | 0.91% | Add +0.0% | 247,081 | $12.4M |
| Davidson Investment Advisors | 0.62% | Add +17.6% | 240,294 | $12.0M |
| Foster & Motley Inc. | 0.82% | Add +6.5% | 237,908 | $11.9M |
| Divergent Planning, LLC | 4.71% | Add +4.4% | 235,786 | $11.8M |
| Silver Oak Advisory Group, Inc. | 6.56% | Add +3.9% | 235,776 | $11.8M |
| Smithfield Trust Co | 0.60% | Reduce -8.3% | 229,730 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +18.4% | 227,389 | $11.4M |
| Verus Financial Partners, Inc. | 1.31% | Reduce -0.6% | 224,083 | $11.2M |
| Roberts Glore & Co. Inc. | 3.37% | Reduce -5.6% | 222,993 | $11.2M |
| Colony Family Offices, LLC | 3.58% | Add +5.4% | 222,175 | $11.1M |
| Stewardship Advisors, LLC | 3.64% | Add +25.0% | 219,663 | $11.0M |
| Newton One Investments LLC | 4.70% | Reduce -17.0% | 217,716 | $10.9M |
| Partners in Financial Planning | 2.37% | Reduce -1.1% | 217,573 | $10.9M |
| Brooklyn FI, LLC | 4.24% | Add +8.6% | 216,724 | $10.9M |
| PDS Planning, Inc | 1.09% | Reduce -0.6% | 216,154 | $10.8M |
| Anderson Hoagland & Co. | 1.13% | Add +0.4% | 214,191 | $10.8M |
| Private Advisor Group, LLC | 0.07% | Add +0.5% | 211,749 | $10.6M |
| Keebeck Wealth Management | 1.55% | Add +1.2% | 211,417 | $10.6M |
| Comerica Bank | 0.04% | Reduce -26.0% | 207,648 | $10.4M |
| Tenret Co LLC | 7.18% | Add +1.0% | 206,857 | $10.4M |
| Alera Investment Advisors, LLC | 1.24% | New | 206,208 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +6.8% | 204,811 | $10.3M |
| Blume Capital Management, Inc. | 2.48% | Reduce -15.1% | 204,365 | $10.2M |
| RFG Advisory, LLC | 0.33% | Add +19.7% | 202,495 | $10.1M |
| Old National Bancorp | 0.24% | Add +40.5% | 201,196 | $10.1M |
| Firestone Capital Management | 2.73% | Add +10.0% | 199,587 | $10.0M |
| Bailard, Inc. | 0.27% | Reduce -46.8% | 197,236 | $9.9M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -7.2% | 195,524 | $9.8M |
| SigFig Wealth Management, LLC | 0.36% | Reduce -40.3% | 188,675 | $9.5M |
| Seneca Financial Advisors LLC | 4.87% | Add +19.4% | 187,619 | $9.4M |
| Fiduciary Trust Co | 0.14% | Reduce -9.2% | 186,886 | $9.4M |
| CGN Advisors LLC | 1.09% | Add +14.5% | 186,437 | $9.3M |
| Physician Wealth Solutions Inc. | 6.67% | Add +3.5% | 186,366 | $9.3M |
| Mason & Associates, LLC | 3.04% | New | 184,647 | $9.3M |
| Coastline Trust Co | 1.08% | Reduce -8.7% | 184,235 | $9.2M |
| Clark Asset Management, LLC | 2.55% | Add +8.9% | 183,859 | $9.2M |
| 1900 Wealth Management LLC | 0.86% | Add +5.2% | 183,798 | $9.2M |
| RTD Financial Advisors, Inc. | 1.23% | Reduce -1.6% | 182,175 | $9.1M |
| Clearstead Advisors, LLC | 0.15% | Reduce -2.3% | 178,490 | $8.9M |
| Natixis Advisors, LLC | 0.02% | Add +34.9% | 177,812 | $8.9M |
| EnRich Financial Partners LLC | 3.25% | Reduce -0.9% | 176,746 | $8.9M |
| ABLE Financial Group, LLC | 3.18% | Add +6.9% | 175,606 | $8.8M |
| Corrigan Financial, Inc. | 2.24% | No change | 173,683 | $8.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Reduce -1.6% | 175,106 | $8.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.90% | Add +3.3% | 173,426 | $8.7M |
| 25 LLC | 4.07% | Add +5.3% | 171,041 | $8.6M |
| Strategic Blueprint, LLC | 0.57% | Add +16.2% | 167,200 | $8.4M |
| Ocean Park Asset Management, LLC | 0.39% | No change | 166,100 | $8.3M |
| Capstone Capital LLC | 7.25% | Add +10.4% | 161,979 | $8.1M |
| Winthrop Advisory Group LLC | 1.09% | Add +2.0% | 159,675 | $8.0M |
| Altiora Financial Group, LLC | 1.91% | Add +1417.1% | 158,583 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -22.0% | 157,561 | $7.9M |
| XML Financial, LLC | 0.78% | Reduce -0.6% | 155,214 | $7.8M |
| Ami Investment Management Inc. | 2.68% | Add +1.9% | 153,329 | $7.7M |
| Valmark Advisers, Inc. | 0.13% | Add +6.7% | 152,672 | $7.7M |
| Riversedge Advisors, LLC | 1.86% | Reduce -8.2% | 152,377 | $7.6M |
| ONE Advisory Partners, LLC | 3.51% | Reduce -2.4% | 151,795 | $7.6M |
| JNBA Financial Advisors | 0.80% | Reduce -15.6% | 150,727 | $7.6M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +4.0% | 150,625 | $7.5M |
| Arden Trust Co | 1.04% | Add +2.7% | 148,029 | $7.4M |
| Soltis Investment Advisors LLC | 0.78% | Reduce -12.4% | 147,909 | $7.4M |
| Pathstone Holdings, LLC | 0.03% | Add +40.3% | 147,719 | $7.4M |
| Integrated Advisors Network LLC | 0.38% | Add +19.3% | 147,399 | $7.4M |
| Cascade Financial Partners, LLC | 0.97% | Add +1.0% | 147,369 | $7.4M |
| Jacobson & Schmitt Advisors, LLC | 1.65% | Add +23.6% | 145,174 | $7.3M |
| Private Ocean, LLC | 0.64% | Reduce -3.8% | 145,164 | $7.3M |
| ForthRight Wealth Management, LLC | 2.58% | Add +8.5% | 143,506 | $7.2M |
| Summit Financial, LLC | 0.33% | Add +398.5% | 142,295 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +11.4% | 137,108 | $6.9M |
| Glassman Wealth Services | 1.20% | Reduce -1.7% | 129,898 | $6.5M |
| Bowman & Co S.C. | 3.75% | Add +0.8% | 128,813 | $6.5M |
| Balanced Rock Investment Advisors LLC | 5.37% | Reduce -7.1% | 127,509 | $6.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.89% | No change | 126,183 | $6.3M |
| Elequin Capital, LP | 4.29% | New | 125,739 | $6.3M |
| Vishria Bird Financial Group, LLC | 2.62% | No change | 124,625 | $6.2M |
| McAdam, LLC | 0.37% | Reduce -1.8% | 124,210 | $6.2M |
| Hurlow Wealth Management Group, Inc. | 2.12% | Add +8.3% | 123,109 | $6.2M |
| Bristlecone Advisors, LLC | 0.52% | Add +7.4% | 122,809 | $6.2M |
| Schiavi & Co LLC | 2.39% | Add +8.1% | 121,682 | $6.1M |
| Websterrogers Financial Advisors, LLC | 2.17% | Add +0.6% | 121,624 | $6.1M |
| Alliancebernstein L.P. | 0.00% | New | 121,548 | $6.1M |
| Cooper/Haims Advisors, LLC | 3.38% | Add +1.9% | 120,301 | $6.0M |
| Compound Planning, Inc. | 0.44% | Add +41.4% | 119,246 | $6.0M |
| Alaethes Wealth, LLC | 2.44% | Add +23.1% | 117,772 | $5.9M |
| TD Private Client Wealth LLC | 0.19% | Add +5.5% | 117,338 | $5.9M |
| Blair William & Co. | 0.02% | Reduce -4.3% | 117,249 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +2.0% | 116,000 | $5.8M |
| Dorsey & Whitney Trust CO LLC | 0.40% | Add +20.7% | 114,260 | $5.7M |
| PFG Advisors | 0.39% | Add +1.4% | 114,090 | $5.7M |
| Traction Financial Partners, LLC | 4.16% | Reduce -1.3% | 112,829 | $5.7M |
| Brandywine Oak Private Wealth LLC | 0.59% | Add +3.8% | 113,878 | $5.7M |
| Newman Dignan & Sheerar, Inc. | 1.47% | Add +8.1% | 113,770 | $5.7M |
| Aprio Wealth Management, LLC | 1.03% | Add +14.2% | 113,253 | $5.7M |
| Stage Harbor Financial, LLC | 5.48% | Reduce -2.7% | 113,126 | $5.7M |
| Beacon Wealthcare LLC | 2.47% | Add +7.5% | 112,975 | $5.7M |
| Aptus Capital Advisors, LLC | 0.11% | Add +15.8% | 112,394 | $5.6M |
| Simon Quick Advisors, LLC | 0.39% | Reduce -11.7% | 111,339 | $5.6M |
| Towneley Capital Management, Inc / DE | 1.31% | Add +12.2% | 111,316 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +16.4% | 111,135 | $5.6M |
| Per Stirling Capital Management, LLC. | 0.89% | Add +3.4% | 110,839 | $5.6M |
| Paragon Capital Management Ltd | 1.01% | Add +1.1% | 109,469 | $5.5M |
| UMB Bank, n.a. | 0.09% | Reduce -20.3% | 109,331 | $5.5M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -1.2% | 109,289 | $5.5M |
| Dravo Bay LLC | 3.03% | Reduce -0.9% | 108,906 | $5.5M |
| Principal Securities, Inc. | 0.15% | Add +17.0% | 108,758 | $5.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.60% | Add +23.7% | 108,621 | $5.4M |
| McNamara Financial Services, Inc. | 1.14% | Add +3.6% | 107,688 | $5.4M |
| Invst, LLC | 0.60% | Add +10.7% | 108,055 | $5.4M |
| Liberty Capital Management, Inc. | 1.26% | Reduce -2.9% | 105,606 | $5.3M |
| Hart & Patterson Financial Group LLC | 2.56% | Reduce -3.8% | 103,251 | $5.2M |
| Hunter Associates Investment Management LLC | 0.86% | Reduce -2.9% | 102,554 | $5.1M |
| CW Advisors, LLC | 0.08% | Add +1.2% | 102,121 | $5.1M |
| Eagle Rock Investment Company, LLC | 0.93% | Add +1.0% | 102,058 | $5.1M |
| American Financial & Tax Strategies Inc. | 2.68% | Add +22.6% | 101,470 | $5.1M |
| Patriot Investment Management Group, Inc. | 0.40% | Add +11.0% | 101,369 | $5.1M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -8.6% | 101,303 | $5.1M |
| Source Financial Advisors LLC | 1.53% | Reduce -62.5% | 99,016 | $5.0M |
| Values Added Financial LLC | 3.56% | Add +2.4% | 98,608 | $4.9M |
| Dynasty Wealth Management, LLC | 0.15% | Add +16.7% | 98,469 | $4.9M |
| Meridian Wealth Partners, LLC | 0.86% | Add +58.2% | 97,714 | $4.9M |
| Element Pointe Advisors, LLC | 1.24% | Reduce -3.5% | 97,253 | $4.9M |
| Park Avenue Securities LLC | 0.06% | Add +6.0% | 96,564 | $4.8M |
| Capstone Financial Advisors, Inc. | 0.32% | Reduce -1.1% | 96,286 | $4.8M |
| Burt Wealth Advisors | 1.27% | Reduce -4.3% | 96,255 | $4.8M |
| Merit Financial Group, LLC | 0.11% | Add +31.5% | 95,865 | $4.8M |
| Stonebridge Capital Advisors LLC | 0.42% | Add +23.1% | 95,698 | $4.8M |
| Mayflower Financial Advisors, LLC | 0.79% | Add +6.5% | 95,698 | $4.8M |
| Hanson & Doremus Investment Management | 0.80% | Reduce -89.4% | 94,891 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +14.2% | 94,317 | $4.7M |
| Kelman-Lazarov, Inc. | 0.88% | Reduce -0.6% | 94,093 | $4.7M |
| Nwam LLC | 1.38% | Add +3.9% | 93,871 | $4.7M |
| Spirepoint Private Client, LLC | 0.66% | New | 93,423 | $4.7M |
| SP Asset Management LLC | 0.43% | Reduce -12.4% | 93,423 | $4.7M |
| Schmidt P J Investment Management Inc. | 0.85% | Add +3.4% | 93,170 | $4.7M |
| LVW Advisors, LLC | 0.69% | Add +5.9% | 92,987 | $4.7M |
| Opal Wealth Advisors, LLC | 1.47% | Reduce -14.1% | 91,446 | $4.6M |
| TD Capital Management LLC | 0.48% | Reduce -6.7% | 91,267 | $4.6M |
| Yeomans Consulting Group, Inc. | 1.77% | Add +2.2% | 91,205 | $4.6M |
| Vise Technologies, Inc. | 0.80% | Add +26.1% | 90,915 | $4.6M |
| Financial Guidance Group, Inc. | 2.75% | Reduce -6.7% | 89,241 | $4.5M |
| Janiczek Wealth Management, LLC | 0.94% | Add +35.8% | 89,197 | $4.5M |
| Townsquare Capital LLC | 0.06% | Add +8.8% | 87,956 | $4.4M |
| Graves Light Lenhart Wealth, Inc. | 0.50% | New | 88,171 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -18.0% | 87,676 | $4.4M |
| Equita Financial Network, Inc. | 1.80% | Add +33.1% | 85,833 | $4.3M |
| Financial Life Advisors | 1.73% | Add +1.5% | 85,150 | $4.3M |
| Benchmark Wealth Management, LLC | 2.25% | Reduce -1.4% | 84,159 | $4.2M |
| Studio Investment Management LLC | 0.96% | Reduce -0.8% | 84,085 | $4.2M |
| Retirement Investment Advisors, Inc. | 0.51% | — | 83,878 | $4.2M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -9.6% | 83,546 | $4.2M |
| WealthCollab, LLC | 3.00% | Add +1.3% | 83,444 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -7.9% | 81,304 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Add +2.8% | 80,604 | $4.0M |
| Capital Investment Services of America, Inc. | 0.38% | Add +16.9% | 79,455 | $4.0M |
| My Legacy Advisors, LLC | 1.27% | Add +5.7% | 79,223 | $4.0M |
| Stokes Family Office, LLC | 0.46% | Add +13.7% | 78,778 | $3.9M |
| Waterway Wealth Management, LLC | 1.93% | Add +82.5% | 78,460 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -1.8% | 77,862 | $3.9M |
| Carmichael Hill & Associates, Inc. | 1.58% | Reduce -1.1% | 77,405 | $3.9M |
| McNaughton Wealth Management, LLC | 2.06% | Add +5.3% | 77,362 | $3.9M |
| Equitable Holdings, Inc. | 0.04% | Add +15.6% | 76,686 | $3.8M |
| IHT Wealth Management, LLC | 0.14% | Add +6.2% | 76,541 | $3.8M |
| Mutual Advisors, LLC | 0.12% | Add +9.4% | 75,650 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -15.6% | 75,975 | $3.8M |
| OLIO Financial Planning | 1.60% | Reduce -0.4% | 74,416 | $3.8M |
| TAGStone Capital, Inc. | 2.15% | Reduce -3.9% | 75,588 | $3.8M |
| IFP Advisors, Inc | 0.15% | Add +5.5% | 75,497 | $3.8M |
| Cherry Tree Wealth Management, LLC | 0.95% | Add +21.9% | 75,315 | $3.8M |
| Steph & Co. | 1.28% | Reduce -3.6% | 75,034 | $3.8M |
| Westover Capital Advisors, LLC | 0.96% | Add +11.7% | 73,992 | $3.7M |
| Chesley Taft & Associates LLC | 0.19% | Add +21.7% | 73,805 | $3.7M |
| DAVENPORT & Co LLC | 0.02% | Reduce -5.7% | 73,293 | $3.7M |
| Creative Financial Designs Inc. | 0.33% | Reduce -1.2% | 73,157 | $3.7M |
| Financial Freedom, LLC | 2.08% | Reduce -12.3% | 72,942 | $3.7M |
| Symmetry Partners, LLC | 0.19% | Reduce -3.1% | 72,762 | $3.6M |
| Tortoise Investment Management, LLC | 0.41% | Reduce -11.8% | 72,155 | $3.6M |
| Great Waters Wealth Management | 0.55% | Add +1.3% | 72,144 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +47.3% | 71,757 | $3.6M |
| Prudential Financial Inc. | 0.01% | Add +46.3% | 71,268 | $3.6M |
| Keudell/Morrison Wealth Management | 1.04% | Reduce -40.1% | 71,142 | $3.6M |
| Sepio Capital, LP | 0.33% | Add +0.1% | 71,126 | $3.6M |
| Flputnam Investment Management Co. | 0.07% | New | 70,724 | $3.5M |
| Girard Partners LTD. | 0.34% | Reduce -21.2% | 70,720 | $3.5M |
| Wealth Alliance, LLC | 0.45% | Add +6.8% | 70,147 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Reduce -13.0% | 69,940 | $3.5M |
| High Probability Advisors, LLC | 0.64% | Add +1.0% | 69,937 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.33% | Add +7.4% | 69,871 | $3.5M |
| Vicus Capital | 0.31% | Add +15.3% | 69,269 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -28.5% | 69,132 | $3.5M |
| American Investment Services, Inc. | 0.61% | Add +1.1% | 68,799 | $3.4M |
| High Falls Advisors, Inc | 0.84% | Reduce -7.0% | 68,785 | $3.4M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Add +553.0% | 68,467 | $3.4M |
| Brown Wealth Management, LLC | 1.37% | Reduce -0.6% | 67,608 | $3.4M |
| Insight Wealth Strategies, LLC | 0.48% | Add +9.6% | 67,604 | $3.4M |
| Prestige Wealth Management Group LLC | 0.73% | Reduce -1.3% | 67,092 | $3.4M |
| Legacy PCG, LLC | 2.10% | Add +53.9% | 66,657 | $3.3M |
| Mosaic Advisors LLC | 2.67% | Add +18.4% | 66,152 | $3.3M |
| Visionary Wealth Advisors | 0.22% | Reduce -19.6% | 66,041 | $3.3M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Reduce -17.1% | 65,963 | $3.3M |
| Vannoy Advisory Group, Inc. | 2.56% | Add +2.5% | 65,879 | $3.3M |
| Phillips Financial Management, LLC | 0.27% | Add +9.0% | 65,814 | $3.3M |
| Spire Wealth Management | 0.12% | Reduce -39.3% | 65,787 | $3.3M |
| Summit Wealth Group, LLC | 0.98% | New | 65,385 | $3.3M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -2.0% | 65,594 | $3.3M |
| Shared Vision Wealth Group LLC | 1.88% | Add +2.6% | 64,578 | $3.2M |
| Pinnacle Associates Ltd. | 0.05% | Add +7.9% | 63,465 | $3.2M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -2.2% | 63,306 | $3.2M |
| Hobbs Group Advisors, LLC | 1.21% | — | 63,300 | $3.2M |
| Watershed Private Wealth LLC | 1.35% | Add +39.8% | 63,239 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Add +7.9% | 62,965 | $3.2M |
| Harbour Investments, Inc. | 0.11% | Add +9.1% | 62,831 | $3.1M |
| Moneywise, Inc. | 1.66% | Add +83.4% | 62,723 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +4.4% | 61,591 | $3.1M |
| Signaturefd, LLC | 0.06% | Add +0.1% | 61,587 | $3.1M |
| Rain Capital Management, LLC | 2.17% | Add +0.5% | 61,908 | $3.1M |
| SteelPeak Wealth, LLC | 0.15% | Reduce -12.0% | 61,329 | $3.1M |
| First American Trust, FSB | 0.31% | Add +25.1% | 61,295 | $3.1M |
| PrairieView Partners, LLC | 0.34% | Reduce -16.6% | 60,101 | $3.0M |
| Elmwood Wealth Management, Inc. | 1.34% | Reduce -4.4% | 59,900 | $3.0M |
| Motive Wealth Advisors | 1.80% | Add +43.6% | 59,669 | $3.0M |
| Leverty Financial Group, LLC | 1.77% | Reduce -3.9% | 59,633 | $3.0M |
| Trinity Financial Advisors LLC | 1.33% | Add +5.6% | 59,503 | $3.0M |
| Compass Advisory Group LLC | 1.32% | Add +0.7% | 59,363 | $3.0M |
| Hancock Whitney Corp. | 0.10% | Add +5.5% | 58,693 | $2.9M |
| Ogorek Anthony Joseph /NY/ | 1.01% | Add +0.6% | 58,136 | $2.9M |
| Capital Asset Advisory Services LLC | 0.16% | Reduce -5.0% | 57,940 | $2.9M |
| LifePlan Investment Advisors, Inc. | 2.09% | Add +4.8% | 57,854 | $2.9M |
| Washington Trust Advisors, Inc. | 0.27% | Reduce -13.5% | 57,692 | $2.9M |
| Marcum Wealth, LLC | 0.29% | Add +38.4% | 57,536 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Add +48.1% | 57,325 | $2.9M |
| WBH Advisory Inc. | 0.29% | Add +163.7% | 56,731 | $2.8M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +23.9% | 56,190 | $2.8M |
| Valeo Financial Advisors, LLC | 0.09% | Add +3.6% | 56,157 | $2.8M |
| Cannon Financial Strategists, Inc. | 0.54% | Reduce -2.7% | 56,077 | $2.8M |
| Avid Wealth Partners LLC | 2.18% | Add +534.6% | 55,988 | $2.8M |
| Chicago Partners Investment Group LLC | 0.11% | Add +0.8% | 55,020 | $2.8M |
| Waverly Advisors, LLC | 0.05% | Add +104.9% | 55,135 | $2.8M |
| Bessemer Group Inc. | 0.00% | Add +425.9% | 53,568 | $2.7M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +11.9% | 52,971 | $2.7M |
| Financial Connections Group, Inc. | 1.38% | New | 52,934 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Add +4.3% | 52,777 | $2.6M |
| Chatham Capital Group, Inc. | 0.46% | Add +5.0% | 52,315 | $2.6M |
| Composition Wealth, LLC | 0.06% | Add +0.0% | 52,104 | $2.6M |
| Sunesis Advisors, LLC | 1.55% | No change | 51,998 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.10% | No change | 51,861 | $2.6M |
| Country Club Bank | 0.18% | Reduce -11.8% | 51,433 | $2.6M |
| FDx Advisors, Inc. | 0.71% | Reduce -4.7% | 51,202 | $2.6M |
| Watchman Group, Inc. | 0.82% | Reduce -23.9% | 51,012 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -9.1% | 50,968 | $2.6M |
| Core Wealth Advisors, Inc. | 0.87% | Add +18.5% | 50,773 | $2.5M |
| Neumann Capital Management, LLC | 0.87% | No change | 50,550 | $2.5M |
| Capital Advisors Wealth Management, LLC | 0.50% | Reduce -0.7% | 50,352 | $2.5M |
| FFT Wealth Management LLC | 0.22% | Add +2.5% | 49,967 | $2.5M |
| Kitching Partners, LLC | 4.51% | Add +0.8% | 49,508 | $2.5M |
| Cornerstone Advisors Asset Management, LLC | 0.70% | No change | 49,254 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -12.3% | 49,092 | $2.5M |
| Mustard Seed Financial, LLC | 2.33% | Add +9.1% | 48,684 | $2.4M |
| Maia Wealth LLC | 0.73% | — | 48,147 | $2.4M |
| Sterling Financial Planning, Inc. | 0.98% | Add +8.0% | 48,071 | $2.4M |
| Ashton Thomas Securities, LLC | 0.58% | — | 47,914 | $2.4M |
| VestGen Investment Management | 0.71% | Reduce -1.7% | 47,970 | $2.4M |
| Rockbridge Investment Management, LCC | 0.34% | Add +0.0% | 47,411 | $2.4M |
| Glen Eagle Advisors, LLC | 0.43% | Add +0.4% | 47,238 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.48% | Add +39.6% | 46,211 | $2.4M |
| Busey Bank | 0.08% | Reduce -12.0% | 47,011 | $2.4M |
| Breakwater Capital Group | 0.53% | Reduce -1.4% | 46,501 | $2.3M |
| One Degree Advisors Inc | 1.12% | Reduce -0.6% | 46,482 | $2.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.53% | Add +3.5% | 46,430 | $2.3M |
| Rede Wealth, LLC | 2.14% | Add +20.9% | 46,333 | $2.3M |
| Wealthspire Retirement, LLC | 0.19% | Add +2.1% | 46,179 | $2.3M |
| O'ROURKE & COMPANY, Inc | 1.29% | Add +1.1% | 45,701 | $2.3M |
| Grand Wealth Management, LLC | 1.36% | Reduce -21.3% | 45,693 | $2.3M |
| Wrenne Financial Planning LLC | 1.58% | Reduce -4.5% | 45,652 | $2.3M |
| RiverGlades Family Offices LLC | 1.78% | Reduce -0.2% | 45,571 | $2.3M |
| Fairview Capital Investment Management, LLC | 0.13% | Add +6.6% | 45,300 | $2.3M |
| Integrity Wealth Solutions LLC | 1.45% | Reduce -2.0% | 44,578 | $2.2M |
| Aveo Capital Partners, LLC | 0.24% | Reduce -14.6% | 42,583 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.17% | No change | 42,277 | $2.1M |
| Florida Trust Wealth Management Co | 0.07% | Add +135.1% | 42,010 | $2.1M |
| Windham Capital Management, LLC | 1.63% | Reduce -1.6% | 41,640 | $2.1M |
| Global Strategic Investment Solutions, LLC | 0.25% | Add +83.5% | 41,626 | $2.1M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | No change | 41,577 | $2.1M |
| HUB Investment Partners, LLC | 0.10% | Add +0.1% | 41,177 | $2.1M |
| Highland Financial Advisors, LLC | 0.77% | Add +19.8% | 41,156 | $2.1M |
| Linscomb Wealth, Inc. | 0.11% | Add +22.7% | 40,771 | $2.0M |
| Acima Private Wealth, LLC | 0.75% | No change | 40,738 | $2.0M |
| Financial Planning & Information Services, Inc. | 0.31% | Reduce -19.4% | 40,631 | $2.0M |
| Fisher Asset Management | 0.00% | Reduce -8.1% | 40,471 | $2.0M |
| Snider Financial Group | 0.78% | Add +2.2% | 40,227 | $2.0M |
| Detalus Advisors, LLC | 0.69% | Add +8.8% | 40,022 | $2.0M |
| Life Planning Partners, Inc | 1.82% | Reduce -8.3% | 39,926 | $2.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.45% | Reduce -12.7% | 39,924 | $2.0M |
| Meredith Wealth Planning | 1.04% | Add +16.7% | 39,550 | $2.0M |
| Wheelhouse Advisory Group LLC | 1.39% | Add +20.3% | 39,294 | $2.0M |
| Beta Wealth Group, Inc. | 0.93% | Add +1.2% | 39,003 | $2.0M |
| Evolution Wealth Advisors, LLC | 0.38% | Add +0.2% | 38,921 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +4.5% | 38,810 | $1.9M |
| Glassy Mountain Advisors, Inc. | 0.71% | Add +5.5% | 38,341 | $1.9M |
| Naples Global Advisors, LLC | 0.19% | Reduce -1.5% | 38,233 | $1.9M |
| Eagle Global Advisors LLC | 0.10% | Reduce -8.4% | 38,230 | $1.9M |
| Valley National Advisers Inc. | 0.28% | Add +3.6% | 38,234 | $1.9M |
| Commerce Bank | 0.01% | Reduce -1.7% | 38,193 | $1.9M |
| Keybank National Association | 0.01% | Reduce -11.3% | 38,161 | $1.9M |
| Carrera Capital Advisors | 0.62% | — | 38,143 | $1.9M |
| Edgestream Partners, L.P. | 0.09% | New | 38,025 | $1.9M |
| Stone Summit Wealth LLC | 0.68% | Reduce -0.2% | 37,770 | $1.9M |
| Everhart Financial Group, Inc. | 0.49% | Reduce -1.2% | 37,764 | $1.9M |
| Aletheian Wealth Advisors LLC | 1.00% | Reduce -7.3% | 37,750 | $1.9M |
| Lazard Freres Gestion S.A.S. | 0.04% | No change | 37,500 | $1.9M |
| Whitegate Investment Counselors, Inc. | 0.53% | Add +4.7% | 37,510 | $1.9M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -29.6% | 37,359 | $1.9M |
| Drive Wealth Management, LLC | 0.51% | Reduce -3.3% | 37,366 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -16.4% | 37,018 | $1.9M |
| Black Diamond Financial, LLC | 0.36% | No change | 36,967 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +2.6% | 36,914 | $1.8M |
| Hilltop Partners LLC | 0.68% | Add +47.1% | 36,909 | $1.8M |
| Highline Wealth Partners LLC | 0.69% | Add +0.4% | 36,692 | $1.8M |
| Middleton & Co. Inc. | 0.21% | No change | 36,300 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.32% | Reduce -0.3% | 36,172 | $1.8M |
| Main Street Financial Solutions, LLC | 0.17% | Add +126.7% | 36,155 | $1.8M |
| Financial Counselors Inc. | 0.03% | Add +1.5% | 36,061 | $1.8M |
| W Advisors, LLC | 1.18% | Add +15.1% | 36,030 | $1.8M |
| Canopy Partners, LLC | 0.83% | Reduce -1.2% | 35,674 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -3.6% | 35,555 | $1.8M |
| Stephens Inc. | 0.03% | Add +9.1% | 35,452 | $1.8M |
| Kuhn & Co Investment Counsel | 1.58% | Add +14.1% | 35,043 | $1.8M |
| Oak Hill Wealth Advisors, LLC | 0.53% | — | 34,909 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.17% | Add +32.3% | 34,856 | $1.7M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -27.6% | 34,819 | $1.7M |
| Opes Wealth Management LLC | 0.36% | Add +7.8% | 34,690 | $1.7M |
| RCS Financial Planning, LLC | 1.02% | Add +0.3% | 34,688 | $1.7M |
| Regal Investment Advisors LLC | 0.11% | Add +5.2% | 34,455 | $1.7M |
| Almanack Investment Partners, LLC. | 0.29% | Add +1.6% | 34,401 | $1.7M |
| Regimen Wealth, LLC | 0.59% | Add +0.8% | 34,357 | $1.7M |
| Collective Family Office LLC | 0.51% | Reduce -10.2% | 34,340 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +0.6% | 34,132 | $1.7M |
| Betterment LLC | 0.00% | Add +12.9% | 34,054 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.7% | 33,881 | $1.7M |
| Twele Capital Management, Inc. | 0.38% | Add +13.2% | 33,820 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -9.4% | 33,672 | $1.7M |
| SJS Investment Consulting Inc. | 0.33% | Add +2.2% | 33,654 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -2.9% | 33,397 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Reduce -2.7% | 33,291 | $1.7M |
| Wealth Alliance Advisory Group, LLC | 0.38% | No change | 33,227 | $1.7M |
| &partners | 0.07% | Add +223.8% | 32,995 | $1.7M |
| Boyd Wealth Management, LLC | 0.91% | Reduce -15.9% | 32,965 | $1.7M |
| Lane & Associates LLC | 0.97% | Add +4.8% | 32,755 | $1.6M |
| St Germain D J Co. Inc. | 0.08% | Add +51.9% | 32,710 | $1.6M |
| Kings Path Partners LLC | 0.77% | — | 32,637 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.31% | Add +17.6% | 32,466 | $1.6M |
| Walden Wealth Partners LLC | 0.90% | Add +3.3% | 32,203 | $1.6M |
| GSG Advisors LLC | 0.57% | Add +7.5% | 32,215 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +368.8% | 31,904 | $1.6M |
| Von Berge Wealth Management Group, LLC | 1.01% | Reduce -2.7% | 31,765 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.47% | Add +10.0% | 31,607 | $1.6M |
| Cypress Wealth Services, LLC | 0.35% | Reduce -8.2% | 31,585 | $1.6M |
| Americana Partners, LLC | 0.12% | Add +41.8% | 31,581 | $1.6M |
| First Pacific Financial | 0.40% | Add +1.5% | 31,417 | $1.6M |
| Perennial Advisors, LLC | 0.35% | Add +2.6% | 31,372 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.61% | Reduce -3.3% | 30,953 | $1.6M |
| Theory Financial LLC | 0.73% | Add +1.5% | 30,870 | $1.5M |
| Verdence Capital Advisors LLC | 0.14% | Reduce -0.2% | 30,865 | $1.5M |
| Hanover Advisors Inc. | 0.69% | Reduce -22.7% | 30,840 | $1.5M |
| Petra Financial Advisors Inc. | 1.10% | Reduce -3.5% | 30,612 | $1.5M |
| Plum Street Advisors, LLC | 0.89% | Reduce -29.2% | 30,366 | $1.5M |
| TPG Advisors LLC | 1.28% | — | 30,110 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +27.2% | 29,962 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +47.4% | 29,931 | $1.5M |
| WealthShield Partners, LLC | 0.23% | Reduce -1.4% | 29,764 | $1.5M |
| Intergy Private Wealth, LLC | 0.61% | Reduce -3.5% | 29,710 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.25% | Add +0.6% | 29,623 | $1.5M |
| Annapolis Financial Services, LLC | 0.48% | No change | 29,489 | $1.5M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -0.6% | 29,046 | $1.5M |
| Fifth Third Bancorp | 0.01% | New | 28,890 | $1.4M |
| Laurel Wealth Advisors LLC | 0.25% | Add +0.6% | 28,686 | $1.4M |
| LGL Partners, LLC | 0.21% | Add +1.9% | 28,607 | $1.4M |
| Prairieview Wealth Partners, LLC | 1.22% | Reduce -51.2% | 28,551 | $1.4M |
| Pine Harbor Wealth Management, LLC | 0.84% | No change | 28,545 | $1.4M |
| RiverFront Investment Group, LLC | 0.04% | No change | 28,538 | $1.4M |
| Penney Financial, LLC | 1.04% | Reduce -0.7% | 28,435 | $1.4M |
| Bouchey Financial Group, Ltd. | 0.13% | No change | 28,284 | $1.4M |
| True Vision MN LLC | 0.92% | Reduce -6.8% | 28,204 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +17.4% | 28,007 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.88% | No change | 28,000 | $1.4M |
| Bernardo Wealth Planning LLC | 0.38% | Add +85.2% | 27,848 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -1.6% | 27,701 | $1.4M |
| Fulton Bank, N.A. | 0.06% | New | 27,598 | $1.4M |
| Souders Financial Advisors | 0.21% | Add +8.3% | 27,371 | $1.4M |
| Northstar Group, Inc. | 0.27% | Reduce -7.5% | 27,292 | $1.4M |
| James Investment Research, Inc. | 0.16% | Add +183.0% | 27,144 | $1.4M |
| Culbertson A N & Co. Inc. | 0.24% | Add +6.5% | 27,100 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.49% | Add +0.8% | 26,936 | $1.3M |
| Crabel Capital Management, LLC | 1.66% | Add +128.3% | 26,922 | $1.3M |
| Leeward Financial Partners, LLC | 0.55% | Add +4.3% | 26,852 | $1.3M |
| Howe & Rusling Inc. | 0.12% | Add +19.7% | 26,828 | $1.3M |
| Columbus Macro, LLC | 0.52% | Reduce -0.4% | 26,566 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.61% | Reduce -34.0% | 26,504 | $1.3M |
| Strategic Investment Solutions, Inc. | 0.43% | — | 26,212 | $1.3M |
| Continuum Advisory, LLC | 0.19% | Reduce -12.7% | 26,419 | $1.3M |
| PFG Investments, LLC | 0.09% | Add +422.0% | 26,392 | $1.3M |
| MCF Advisors LLC | 0.10% | Add +0.1% | 26,375 | $1.3M |
| Financial Architects, LLC | 0.90% | Add +7.6% | 26,345 | $1.3M |
| McIlrath & Eck, LLC | 0.19% | Add +5.8% | 26,042 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.33% | Add +23.4% | 25,950 | $1.3M |
| VanderPol Investments L.L.C. | 3.88% | No change | 25,514 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Add +13.6% | 25,245 | $1.3M |
| Sage Rhino Capital LLC | 0.30% | Add +2.5% | 25,157 | $1.3M |
| TPG Financial Advisors, LLC | 0.60% | — | 25,104 | $1.3M |
| Catalina Capital Group, LLC | 0.48% | Add +13.1% | 25,071 | $1.3M |
| Dohj, LLC | 0.31% | Reduce -18.8% | 24,992 | $1.3M |
| Harbour Investment Management LLC | 0.58% | No change | 24,945 | $1.2M |
| Citadel Advisors | 0.00% | New | 24,926 | $1.2M |
| Capital Insight Partners, LLC | 0.23% | Reduce -5.9% | 24,219 | $1.2M |
| Mason & Associates Inc | 0.32% | Reduce -13.4% | 24,161 | $1.2M |
| BLB&B Advisors, LLC | 0.07% | No change | 24,130 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.68% | Add +1.9% | 24,119 | $1.2M |
| Choreo, LLC | 0.02% | Add +61.8% | 24,101 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +103.9% | 23,989 | $1.2M |
| World Investment Advisors | 0.07% | Add +119.7% | 23,903 | $1.2M |
| Csenge Advisory Group | 0.07% | Reduce -29.7% | 23,879 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +6.6% | 23,707 | $1.2M |
| Exchange Capital Management, Inc. | 0.19% | Add +19.4% | 23,675 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.62% | Reduce -1.3% | 23,573 | $1.2M |
| Aviance Capital Partners, LLC | 0.17% | Add +9.6% | 23,356 | $1.2M |
| TriaGen Wealth Management LLC | 0.45% | Add +8.3% | 23,301 | $1.2M |
| Taylor Hoffman Wealth Management | 0.48% | No change | 23,356 | $1.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.47% | Reduce -0.9% | 23,191 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +39.8% | 23,138 | $1.2M |
| Leo Wealth, LLC | 0.12% | Add +0.8% | 22,922 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +16.7% | 22,880 | $1.1M |
| LJI Wealth Management, LLC | 0.25% | Add +5.1% | 22,772 | $1.1M |
| HHM Wealth Advisors, LLC | 0.17% | Reduce -14.3% | 22,753 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +5.3% | 22,345 | $1.1M |
| Richardson Financial Services Inc. | 0.81% | Add +0.2% | 22,477 | $1.1M |
| Lincoln Capital Corp. | 0.48% | Add +7.8% | 22,122 | $1.1M |
| Steele Capital Management, Inc. | 0.06% | Add +0.9% | 22,105 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Add +51.5% | 21,851 | $1.1M |
| Olde Wealth Management, LLC | 0.41% | No change | 21,674 | $1.1M |
| PBMares Wealth Management LLC | 0.26% | New | 21,367 | $1.1M |
| High Net Worth Advisory Group LLC | 0.32% | Add +0.1% | 21,310 | $1.1M |
| 1834 Investment Advisors Co. | 0.13% | Add +4.0% | 21,275 | $1.1M |
| Prosperity Planning, Inc. | 0.36% | New | 21,069 | $1.1M |
| FF Advisors,LLC | 0.74% | Add +1.9% | 21,016 | $1.1M |
| Patron Partners, LLC | 0.61% | Reduce -4.0% | 20,676 | $1.0M |
| Roof Eidam Maycock Peralta, LLC | 0.28% | No change | 20,618 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -25.2% | 20,594 | $1.0M |
| Cape Cod Five Cents Savings Bank | 0.10% | Reduce -6.1% | 20,466 | $1.0M |
| Columbia Bank | 0.40% | Reduce -19.1% | 20,430 | $1.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -7.6% | 20,405 | $1.0M |
| Boxwood Ventures, Inc. | 1.64% | No change | 20,380 | $1.0M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -11.6% | 20,375 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.13% | No change | 20,250 | $1.0M |
| Forum Private Client Group LLC | 0.48% | Add +28.3% | 20,206 | $1.0M |
| Heritage Financial Services, LLC | 0.14% | No change | 20,117 | $1.0M |
| Insigneo Advisory Services, LLC | 0.11% | New | 19,798 | $1.0M |
| Daymark Wealth Partners, LLC | 0.05% | Add +90.8% | 20,088 | $1.0M |
| IFG Advisory, LLC | 0.06% | Reduce -10.3% | 20,014 | $1.0M |
| Bell Bank | 0.08% | No change | 19,954 | $1000K |
| Argent Trust Co | 0.04% | Add +2.5% | 19,923 | $998K |
| Long Island Wealth Management, Inc. | 0.70% | Reduce -2.1% | 19,773 | $991K |
| Financial Strategies Group, Inc. | 0.25% | Add +4.2% | 19,670 | $989K |
| Evolution Advisers, Inc. | 0.56% | No change | 19,594 | $981K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.3% | 19,561 | $980K |
| CFO4Life Group, LLC | 0.18% | Add +0.2% | 19,454 | $975K |
| FC Advisory LLC | 0.36% | Add +1.0% | 19,384 | $971K |
| NorthRock Partners, LLC | 0.04% | New | 19,376 | $970K |
| Revolve Wealth Partners, LLC | 0.16% | Reduce -4.7% | 19,231 | $964K |
| Certus Wealth Management, LLC | 0.73% | Add +60.9% | 19,182 | $961K |
| Proquility Private Wealth Partners, LLC | 0.33% | New | 19,124 | $958K |
| Farrell Financial LLC | 0.74% | Add +0.7% | 19,005 | $952K |
| Optas, LLC | 0.24% | Add +1.9% | 18,932 | $949K |
| Precedent Wealth Partners, LLC | 0.38% | Add +17.8% | 18,921 | $948K |
| Armstrong Advisory Group, Inc. | 0.08% | Add +26.4% | 18,910 | $948K |
| Presilium Private Wealth, LLC | 0.24% | Add +2.4% | 18,906 | $947K |
| Lebenthal Global Advisors, LLC | 0.21% | Reduce -10.6% | 18,818 | $943K |
| Wealthgarden F.S. LLC | 0.99% | — | 18,813 | $943K |
| Fiducient Advisors LLC | 0.13% | Add +1.3% | 18,799 | $942K |
| AdvisorNet Financial, Inc | 0.09% | Add +0.1% | 18,744 | $939K |
| Sax Wealth Advisors, LLC | 0.09% | Add +1.5% | 18,597 | $932K |
| Grey Fox Wealth Advisors, LLC | 0.33% | Reduce -9.9% | 18,544 | $929K |
| Lakewood Asset Management LLC | 0.65% | Add +10.1% | 18,477 | $926K |
| BCGM Wealth Management, LLC | 0.32% | Add +39.6% | 18,358 | $920K |
| Windward Private Wealth Management Inc. | 0.37% | Add +28.3% | 18,242 | $914K |
| Archford Capital Strategies, LLC | 0.15% | Add +1.8% | 18,064 | $905K |
| Fairhaven Wealth Management, LLC | 0.30% | Add +12.1% | 18,063 | $905K |
| PFW Advisors LLC | 0.29% | Reduce -9.8% | 17,992 | $902K |
| Lockerman Financial Group, Inc. | 1.63% | No change | 17,984 | $901K |
| Frank, Rimerman Advisors LLC | 0.06% | Reduce -0.0% | 17,876 | $896K |
| Encompass Wealth Advisors, LLC | 0.24% | No change | 17,820 | $893K |
| Eclectic Associates Inc. | 0.39% | Reduce -0.2% | 17,726 | $888K |
| Titan Global Capital Management USA LLC | 0.14% | Add +8.2% | 17,712 | $888K |
| Moody National Bank Trust Division | 0.07% | No change | 17,661 | $885K |
| Creative Capital Management Investments LLC | 0.43% | Add +0.9% | 17,659 | $885K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.8% | 17,548 | $879K |
| Sargent Investment Group, LLC | 0.18% | Reduce -3.1% | 17,456 | $875K |
| Evernest Financial Advisors, LLC | 0.39% | Reduce -8.6% | 17,431 | $873K |
| Arax Advisory Partners | 0.09% | Add +2.4% | 17,402 | $872K |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.0% | 17,360 | $870K |
| Kraft Asset Management, LLC | 0.73% | No change | 17,286 | $866K |
| Quadrant Private Wealth Management, LLC | 0.20% | Add +129.4% | 17,282 | $866K |
| Tenon Financial LLC | 0.67% | Add +1.4% | 17,198 | $862K |
| Brio Consultants, LLC | 0.14% | Add +1.3% | 17,101 | $857K |
| Orcam Financial Group | 0.91% | No change | 16,985 | $851K |
| Hill Investment Group Partners, LLC | 0.11% | Reduce -2.0% | 16,742 | $845K |
| Bond & Devick Financial Network, Inc. | 0.45% | Add +7.6% | 16,849 | $844K |
| Southland Equity Partners LLC | 0.24% | No change | 16,809 | $842K |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -1.8% | 16,779 | $841K |
| Capasso Planning Partners LLC | 0.27% | Add +0.0% | 16,770 | $840K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +1218.2% | 16,741 | $839K |
| LPWM LLC | 0.29% | Add +4.0% | 16,619 | $835K |
| Wetzel Investment Advisors, Inc. | 0.48% | No change | 16,472 | $833K |
| Claro Advisors Inc. | 0.13% | Add +113.6% | 16,607 | $832K |
| Independent Financial Group, LLC | 0.03% | New | 16,560 | $830K |
| Prospect Financial Services LLC | 0.64% | Add +123.7% | 16,515 | $828K |
| Proffitt & Goodson Inc. | 0.15% | Add +9.8% | 16,496 | $827K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -5.0% | 16,465 | $825K |
| Hexagon Capital Partners LLC | 0.18% | Reduce -10.9% | 16,410 | $822K |
| Lokken Investment Group LLC | 0.39% | Add +26.5% | 16,377 | $821K |
| United Advisor Group, LLC | 0.25% | Reduce -2.1% | 16,279 | $816K |
| Conscious Wealth Investments, LLC | 0.59% | Reduce -23.7% | 16,135 | $814K |
| Ieq Capital, LLC | 0.01% | Reduce -4.3% | 16,227 | $813K |
| Burney Co./ | 0.03% | Add +18.5% | 16,153 | $809K |
| Apeiron RIA LLC | 0.25% | Add +0.5% | 16,114 | $807K |
| Advisory Alpha, LLC | 0.03% | Reduce -37.8% | 16,017 | $803K |
| Human Investing LLC | 0.16% | Reduce -16.8% | 16,011 | $802K |
| RDA Financial Network | 0.26% | Reduce -12.6% | 15,982 | $801K |
| Allegiance Financial Group Advisory Services LLC | 0.30% | Add +1.6% | 15,885 | $796K |
| Towerpoint Wealth, LLC | 0.40% | No change | 15,832 | $793K |
| Ade, LLC | 0.53% | No change | 15,739 | $789K |
| Shepherd Kaplan Krochuk, LLC | 0.62% | No change | 15,724 | $788K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 15,639 | $784K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 15,568 | $780K |
| Riverview Trust Co | 0.74% | No change | 15,525 | $778K |
| Argonautica Private Wealth Management, Inc. | 0.27% | Add +3.2% | 15,478 | $776K |
| Roundview Capital LLC | 0.06% | No change | 15,448 | $774K |
| Oppenheimer & Co. Inc. | 0.01% | Add +76.7% | 15,431 | $773K |
| Janney Capital Management LLC | 0.05% | Reduce -2.4% | 15,396 | $772K |
| American National Bank & Trust | 0.10% | Add +42.8% | 15,376 | $770K |
| Landaas & Co. /Wi | 0.23% | No change | 15,332 | $768K |
| Advus Financial Partners, LLC | 0.23% | Reduce -5.5% | 15,311 | $767K |
| Catalyst Private Wealth, LLC | 0.40% | Add +261.2% | 15,255 | $764K |
| Pineridge Advisors LLC | 0.26% | Reduce -7.7% | 15,244 | $764K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Add +1.4% | 15,097 | $757K |
| DHJJ Financial Advisors, Ltd. | 0.32% | Add +1.6% | 15,050 | $754K |
| Mma Asset Management LLC | 0.35% | Add +3.1% | 15,012 | $752K |
| Ameritas Investment Partners, Inc. | 0.03% | Add +0.9% | 14,956 | $749K |
| Lansing Street Advisors | 0.31% | Add +174.6% | 14,717 | $737K |
| NewSquare Capital LLC | 0.06% | Reduce -15.4% | 14,705 | $737K |
| LPF Advisors LLC | 0.67% | New | 14,531 | $728K |
| Operose Advisors LLC | 0.26% | Reduce -28.4% | 14,472 | $725K |
| Greytown Advisors Inc. | 0.42% | No change | 14,423 | $723K |
| Hollencrest Capital Management | 0.03% | Reduce -0.5% | 14,403 | $722K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.8% | 14,378 | $720K |
| HB Wealth Management, LLC | 0.01% | Reduce -21.2% | 14,356 | $719K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +1.8% | 14,331 | $718K |
| Moser Wealth Advisors, LLC | 0.38% | Reduce -4.1% | 14,100 | $707K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -9.0% | 14,094 | $706K |
| Apexium Financial, LP | 0.05% | Add +3.1% | 14,071 | $705K |
| Procyon Advisors, LLC | 0.05% | Reduce -6.0% | 14,017 | $702K |
| Eagle Wealth Strategies LLC | 0.56% | Add +0.5% | 13,880 | $696K |
| Mayport, LLC | 0.25% | Reduce -29.1% | 13,848 | $694K |
| S.A. Mason LLC | 0.39% | Reduce -32.7% | 13,770 | $690K |
| Compass Financial Group, INC | 0.15% | Add +46.5% | 13,735 | $688K |
| Breakwater Investment Management | 0.31% | Add +5.5% | 13,614 | $682K |
| Zhang Financial LLC | 0.05% | Add +36.8% | 13,410 | $672K |
| Astoria Portfolio Advisors LLC. | 0.24% | Reduce -0.9% | 13,370 | $670K |
| Madison Wealth Partners, Inc | 0.23% | Reduce -9.3% | 13,244 | $664K |
| Veridan Wealth LLC | 0.27% | — | 13,529 | $663K |
| FSA Advisors, Inc. | 0.69% | Reduce -0.6% | 13,202 | $662K |
| Spinnaker Investment Group, LLC | 0.18% | Add +1.0% | 13,164 | $660K |
| Blankinship & Foster, LLC | 0.17% | Add +3.7% | 13,158 | $659K |
| First Merchants Corp. | 0.03% | Reduce -1.1% | 12,984 | $651K |
| West Michigan Advisors, LLC | 0.21% | No change | 12,951 | $649K |
| SlateStone Wealth, LLC | 0.07% | Add +2.4% | 12,906 | $647K |
| Omega Advisors (Leon Cooperman) | 0.03% | No change | 12,876 | $645K |
| Norden Group LLC | 0.13% | No change | 12,839 | $643K |
| Western Wealth Management, LLC | 0.05% | Add +46.3% | 12,810 | $642K |
| Mission Wealth Management, LP | 0.02% | Reduce -45.5% | 12,788 | $641K |
| Braun-Bostich & Associates Inc. | 0.48% | Add +169.1% | 12,783 | $641K |
| Private Capital Management LLC | 0.13% | Reduce -1.4% | 12,750 | $639K |
| Two Sigma Securities, LLC | 0.03% | Add +11.4% | 12,748 | $639K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Add +3.3% | 12,719 | $637K |
| Veery Capital, LLC | 0.25% | Reduce -16.2% | 12,527 | $628K |
| Savvy Advisors, Inc. | 0.20% | Reduce -36.0% | 12,434 | $623K |
| WASHINGTON TRUST Co | 0.02% | No change | 12,300 | $616K |
| Continuum Wealth Advisors, LLC | 0.32% | Add +35.1% | 12,216 | $612K |
| WFA of San Diego, LLC | 0.55% | — | 12,128 | $608K |
| Bear Mountain Capital, Inc. | 0.25% | No change | 11,996 | $606K |
| Emprise Bank | 0.37% | Add +30.6% | 12,085 | $606K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -5.8% | 12,007 | $602K |
| Ballentine Partners, LLC | 0.01% | New | 11,980 | $600K |
| Narus Financial Partners, LLC | 0.24% | Add +16.6% | 11,950 | $599K |
| FLC Capital Advisors | 0.15% | Reduce -69.4% | 11,928 | $598K |
| Financial Advocates Investment Management | 0.04% | Reduce -7.1% | 11,884 | $596K |
| Wealth Management Resources, Inc. | 0.26% | Reduce -25.9% | 11,851 | $594K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 11,835 | $593K |
| RFP Financial Group LLC | 0.22% | Reduce -21.9% | 11,801 | $591K |
| Intrua Financial, LLC | 0.10% | Add +0.0% | 11,748 | $589K |
| Magnus Financial Group LLC | 0.07% | New | 11,745 | $589K |
| Scott Capital Advisors, LLC | 0.17% | Add +14.6% | 11,658 | $586K |
| Agate Pass Investment Management, LLC | 0.31% | Add +3.3% | 11,656 | $584K |
| Essex Financial Services, Inc. | 0.04% | Add +77.3% | 11,460 | $579K |
| Founders Financial Securities LLC | 0.05% | Reduce -11.3% | 11,408 | $572K |
| Horizon Investments, LLC | 0.02% | Reduce -2.3% | 11,408 | $569K |
| Mills Wealth Advisors LLC | 0.41% | Reduce -13.0% | 11,334 | $568K |
| Avaii Wealth Management, LLC | 0.31% | Add +5.9% | 11,334 | $568K |
| Goodwin Investment Advisory | 0.26% | Reduce -12.9% | 11,302 | $566K |
| Merkkuri Wealth Advisors LLC | 0.52% | — | 11,249 | $564K |
| Navalign, LLC | 0.18% | Add +67.3% | 11,183 | $560K |
| LM Advisors LLC | 0.11% | No change | 11,155 | $559K |
| Glenview Trust Co | 0.01% | Reduce -1.6% | 11,129 | $558K |
| Moseley Investment Management Inc. | 0.26% | Reduce -4.6% | 11,071 | $555K |
| Keener Financial Planning LLC | 0.36% | Add +13.4% | 11,014 | $551K |
| Abbrea Capital, LLC | 0.07% | No change | 10,950 | $549K |
| Hendershot Investments Inc. | 0.08% | No change | 10,939 | $548K |
| Centennial Bank | 0.26% | No change | 10,733 | $538K |
| Bright Financial Advisors, Inc. | 0.38% | Add +0.1% | 10,654 | $534K |
| Red Tortoise LLC | 0.29% | Reduce -3.1% | 10,639 | $533K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +10.0% | 10,596 | $531K |
| Robinson Smith Wealth Advisors LLC | 0.47% | Reduce -2.3% | 10,591 | $531K |
| Aspen Wealth Strategies, LLC | 0.37% | Reduce -1.9% | 10,456 | $528K |
| Regis Acquisition Inc. | 0.32% | No change | 10,530 | $528K |
| Bray Capital Advisors | 0.13% | Reduce -10.3% | 10,479 | $525K |
| Curbstone Financial Management Corp | 0.11% | No change | 10,450 | $524K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -14.8% | 10,338 | $518K |
| AQR Capital Management | 0.00% | New | 10,296 | $516K |
| Ascent Wealth Partners, LLC | 0.07% | Add +1.7% | 10,177 | $510K |
| Montag A & Associates Inc. | 0.03% | Reduce -42.5% | 10,147 | $508K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -1.3% | 10,142 | $508K |
| Nabity-Jensen Investment Management Inc | 0.42% | No change | 10,141 | $508K |
| Diversified, LLC | 0.06% | New | 10,053 | $504K |
| Center for Financial Planning, Inc. | 0.07% | Reduce -7.1% | 10,048 | $504K |
| Keel Point, LLC | 0.05% | Reduce -2.0% | 9,920 | $503K |
| Brighton Jones LLC | 0.02% | Add +1.3% | 10,037 | $503K |
| NewEdge Wealth, LLC | 0.01% | Add +3.1% | 9,887 | $495K |
| Silver Coast Investments LLC | 0.20% | Reduce -0.1% | 9,881 | $495K |
| Transcendent Capital Group LLC | 0.28% | Add +2.1% | 9,820 | $492K |
| Shakespeare Wealth Management, LLC | 0.14% | New | 9,818 | $492K |
| Verum Partners LLC | 0.16% | Add +1.9% | 9,648 | $483K |
| Sutton Place Investors LLC | 0.32% | Reduce -12.0% | 9,628 | $482K |
| Annex Advisory Services, LLC | 0.02% | Add +2.9% | 9,624 | $482K |
| Hummer Financial Advisory Services Inc | 0.42% | No change | 9,600 | $481K |
| Fiera Capital Corp | 0.00% | No change | 9,500 | $476K |
| Private Client Services, LLC | 0.30% | Add +3.0% | 9,485 | $475K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Reduce -23.3% | 9,450 | $474K |
| Brewster Financial Planning LLC | 0.40% | New | 9,422 | $472K |
| Hudock, Inc. | 0.09% | No change | 9,352 | $469K |
| Synovus Financial Corp. | 0.01% | Reduce -61.0% | 9,333 | $468K |
| HCR Wealth Advisors | 0.07% | No change | 9,300 | $466K |
| Rockland Trust Co. | 0.02% | Reduce -19.0% | 9,270 | $465K |
| First National Corp. /Ma/ | 0.11% | Add +9.7% | 9,266 | $464K |
| Accurate Wealth Management, LLC | 0.11% | No change | 9,186 | $464K |
| FSM Wealth Advisors, LLC | 0.15% | Reduce -12.4% | 9,189 | $460K |
| Certified Advisory Corp | 0.06% | Add +16.6% | 9,188 | $460K |
| Revisor Wealth Management LLC | 0.32% | New | 9,187 | $460K |
| Partners Capital Investment Group, LLP | 0.01% | New | 9,095 | $456K |
| Seaside Wealth Management, Inc. | 0.19% | New | 9,026 | $452K |
| RMR Wealth Builders | 0.05% | No change | 9,013 | $452K |
| Ellis Investment Partners, LLC | 0.10% | Add +5.1% | 9,007 | $451K |
| Parallel Advisors, LLC | 0.01% | Add +175.7% | 8,979 | $450K |
| Mattern Capital Management, LLC | 0.06% | Reduce -0.6% | 8,886 | $445K |
| Carl P. Sherr & Co., LLC | 0.25% | No change | 8,830 | $442K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 8,767 | $439K |
| Brand Asset Management Group, Inc. | 0.18% | Add +8.4% | 8,697 | $436K |
| Members Wealth LLC | 0.29% | — | 8,890 | $435K |
| Wealth Group, Ltd. | 0.31% | Reduce -5.5% | 8,597 | $431K |
| Horizons Wealth Management | 0.34% | Add +13.0% | 8,511 | $429K |
| Level Financial Advisors | 0.18% | Add +8.6% | 8,512 | $427K |
| Cedrus LLC | 0.21% | Add +2.5% | 8,504 | $426K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | No change | 8,482 | $425K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | No change | 8,400 | $421K |
| Stevens Capital Partners | 0.22% | Add +2.3% | 8,330 | $417K |
| Holderness Investments Co. | 0.10% | No change | 8,233 | $413K |
| Global Financial Private Client, LLC | 0.17% | Reduce -53.6% | 8,173 | $410K |
| Greenup Street Wealth Management LLC | 0.10% | No change | 8,146 | $408K |
| Trellis Wealth Advisors LLC | 0.22% | New | 8,006 | $401K |
| Sharp Wealth Advisory, LLC | 0.34% | New | 8,000 | $401K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 8,000 | $401K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.8% | 7,960 | $399K |
| Bell Investment Advisors, Inc | 0.08% | Reduce -9.0% | 7,933 | $398K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -4.6% | 7,845 | $396K |
| Ascent Group, LLC | 0.03% | Reduce -23.2% | 7,786 | $390K |
| Roberts Financial Services LLC | 0.08% | Reduce -3.2% | 7,738 | $388K |
| Fairscale Capital, LLC | 0.34% | — | 7,563 | $382K |
| Heritage Wealth Management, Inc. | 0.13% | — | 7,565 | $380K |
| Cambria Investment Management, L.P. | 0.02% | Add +2.2% | 7,556 | $379K |
| Independent Wealth Network Inc. | 0.18% | Add +0.4% | 7,554 | $379K |
| W.H. Cornerstone Investments Inc. | 0.27% | Add +0.8% | 7,528 | $377K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +2.7% | 7,507 | $376K |
| Moors & Cabot, Inc. | 0.02% | No change | 7,505 | $376K |
| American Financial Advisors, LLC | 0.05% | Reduce -1.7% | 7,476 | $375K |
| Valtinson Bruner Financial Planning LLC | 0.15% | No change | 7,359 | $369K |
| Sterling Wealth Management, Inc. | 0.17% | Reduce -2.1% | 7,262 | $364K |
| Erickson Financial Group, LLC | 0.28% | No change | 7,261 | $364K |
| Concorde Asset Management, LLC | 0.22% | New | 7,200 | $361K |
| Disciplined Investments, LLC | 0.19% | Add +17.0% | 7,173 | $359K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -6.4% | 7,156 | $359K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,122 | $357K |
| BlueChip Wealth Advisors LLC | 0.21% | New | 7,098 | $356K |
| Wambolt & Associates, LLC | 0.10% | Reduce -22.8% | 7,100 | $355K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -28.5% | 7,055 | $354K |
| Invesco Ltd. | 0.00% | New | 7,039 | $353K |
| Baron Wealth Management LLC | 0.18% | No change | 7,022 | $352K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -85.0% | 6,987 | $350K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -16.8% | 6,985 | $350K |
| Warther Private Wealth, LLC | 0.14% | New | 6,961 | $349K |
| Round Rock Advisors LLC | 0.08% | No change | 6,907 | $346K |
| Sigma Planning Corp | 0.01% | Reduce -10.9% | 6,856 | $344K |
| ETF Portfolio Partners, Inc. | 0.11% | No change | 6,856 | $344K |
| Good Life Advisors, LLC | 0.03% | Add +4.9% | 6,836 | $343K |
| Financial Council, LLC | 0.19% | No change | 6,818 | $342K |
| FourThought Financial Partners, LLC | 0.04% | New | 6,733 | $337K |
| Nilsine Partners, LLC | 0.04% | No change | 6,570 | $329K |
| AlphaStar Capital Management, LLC | 0.03% | New | 6,530 | $327K |
| Penobscot Wealth Management | 0.19% | Add +6.8% | 6,492 | $326K |
| FSC Wealth Advisors, LLC | 0.24% | Add +0.5% | 6,469 | $324K |
| Formidable Asset Management, LLC | 0.05% | New | 6,443 | $323K |
| Allen Capital Group, LLC | 0.05% | Reduce -54.2% | 6,418 | $322K |
| StoneX Group Inc. | 0.03% | Reduce -14.8% | 6,416 | $322K |
| Vawter Financial, Ltd. | 0.22% | No change | 6,335 | $317K |
| Focus Financial Network, Inc. | 0.01% | Reduce -42.1% | 6,268 | $317K |
| BBJS Financial Advisors, LLC | 0.12% | New | 6,305 | $316K |
| MidAtlantic Capital Management, Inc. | 0.26% | No change | 6,304 | $316K |
| Ewa, LLC | 0.13% | Reduce -15.8% | 6,198 | $313K |
| Mayfair Advisory Group, LLC | 0.21% | No change | 6,187 | $312K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -0.9% | 6,194 | $310K |
| OMNI 360 Wealth, Inc. | 0.24% | Add +2.0% | 6,183 | $310K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | Reduce -71.9% | 6,167 | $309K |
| Dogwood Wealth Management LLC | 0.19% | Add +8.3% | 6,161 | $309K |
| Compass Ion Advisors, LLC | 0.04% | Add +3.0% | 6,084 | $308K |
| Lakeridge Wealth Management LLC | 0.18% | Reduce -4.4% | 6,046 | $303K |
| Global Wealth Management Investment Advisory, Inc. | 0.07% | Add +0.6% | 6,028 | $302K |
| Sabal Trust CO | 0.02% | No change | 6,005 | $301K |
| Wells Financial Advisors INC | 0.20% | No change | 6,000 | $301K |
| Alhambra Investment Management LLC | 0.16% | New | 6,000 | $301K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -21.1% | 5,963 | $299K |
| Hill Island Financial LLC | 0.10% | Reduce -18.8% | 5,959 | $299K |
| Lynx Investment Advisory | 0.22% | — | 5,956 | $298K |
| Wick Capital Partners, LLC | 0.10% | New | 5,920 | $297K |
| Frisch Financial Group, Inc. | 0.09% | Reduce -0.1% | 5,910 | $296K |
| Calton & Associates, Inc. | 0.15% | Add +6.1% | 5,897 | $295K |
| TBH Global Asset Management, LLC | 0.07% | Reduce -73.6% | 5,850 | $293K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -8.4% | 5,825 | $292K |
| First Affirmative Financial Network | 0.20% | Reduce -5.0% | 5,816 | $291K |
| First Citizens Financial Corp | 0.17% | No change | 5,754 | $288K |
| Occidental Asset Management, LLC | 0.05% | New | 5,747 | $288K |
| Atwood & Palmer Inc. | 0.02% | New | 5,691 | $285K |
| 180 Wealth Advisors, LLC | 0.05% | Add +5.8% | 5,630 | $284K |
| Strategic Equity Management | 0.18% | New | 5,631 | $282K |
| Key Financial Inc | 0.07% | No change | 5,631 | $282K |
| Westside Investment Management, Inc. | 0.06% | No change | 5,616 | $281K |
| Atlantic Union Bankshares Corp | 0.02% | New | 5,542 | $278K |
| Wealthstream Advisors, Inc. | 0.10% | Add +6.9% | 5,517 | $276K |
| Mascoma Wealth Management LLC | 0.07% | No change | 5,505 | $276K |
| Sawgrass Asset Management LLC | 0.03% | No change | 5,505 | $276K |
| Family Investment Center, Inc. | 0.08% | Add +1.9% | 5,428 | $272K |
| Sfm, LLC | 0.20% | No change | 5,406 | $271K |
| Accredited Investors Inc. | 0.02% | No change | 5,379 | $270K |
| CVA Family Office, LLC | 0.05% | Add +74.9% | 5,362 | $269K |
| Cranbrook Wealth Management, LLC | 0.07% | Add +34.2% | 5,339 | $268K |
| Bridgewealth Advisory Group, LLC | 0.12% | No change | 5,315 | $266K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -6.6% | 5,266 | $264K |
| Elevate Wealth Advisory, Inc. | 0.21% | New | 5,251 | $263K |
| Wedbush Securities Inc. | 0.01% | Reduce -21.9% | 5,239 | $263K |
| Kanawha Capital Management LLC | 0.02% | No change | 5,236 | $262K |
| Financial Futures Ltd Liability Co. | 0.16% | Reduce -0.1% | 5,215 | $261K |
| Trustmark Bank Trust Department | 0.02% | Add +23.8% | 5,200 | $261K |
| Forum Financial Management, LP | 0.00% | Reduce -0.1% | 5,200 | $261K |
| Dakota Wealth Management | 0.01% | Add +1.7% | 5,167 | $259K |
| Summit Asset Management, LLC | 0.03% | Reduce -7.2% | 5,155 | $258K |
| Long Run Wealth Advisors, LLC | 0.07% | No change | 5,150 | $258K |
| Waypoint Capital Advisors, LLC | 0.06% | Add +3.4% | 5,142 | $258K |
| Aspen Wealth Management LLC | 0.09% | No change | 5,113 | $256K |
| Ascentis Independent Advisors | 0.05% | — | 5,065 | $254K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,049 | $253K |
| Modern Wealth Management, LLC | 0.02% | Reduce -4.3% | 5,002 | $251K |
| RKL Wealth Management LLC | 0.02% | Reduce -1.6% | 4,990 | $250K |
| Werba Rubin Papier Wealth Management | 0.07% | Reduce -3.4% | 4,989 | $250K |
| Roman Butler Fullerton & Co. | 0.08% | No change | 4,975 | $250K |
| TruNorth Capital Management, LLC | 0.08% | Add +43.3% | 4,961 | $249K |
| Northland Capital Management LLC | 0.17% | No change | 4,960 | $249K |
| Wintrust Investments LLC | 0.02% | Reduce -14.3% | 4,935 | $247K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 4,898 | $245K |
| Moss Adams Wealth Advisors LLC | 0.03% | New | 4,839 | $243K |
| Strategic Financial Services, Inc. | 0.02% | No change | 4,822 | $242K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.0% | 4,821 | $242K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -4.1% | 4,744 | $238K |
| Cooksen Wealth, LLC | 0.24% | No change | 4,725 | $237K |
| Birchbrook, Inc. | 0.14% | Add +20.2% | 4,720 | $237K |
| D.A. Davidson & Co. | 0.00% | Reduce -12.6% | 4,717 | $236K |
| Addison Advisors LLC | 0.08% | No change | 4,678 | $234K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 4,674 | $234K |
| Financial Perspectives, Inc | 0.09% | No change | 4,661 | $234K |
| Progressive Investment Management Corp | 0.06% | New | 4,656 | $233K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,650 | $233K |
| Silver Lake Advisory, LLC | 0.06% | Add +0.8% | 4,641 | $233K |
| Family Asset Management, LLC | 0.15% | New | 4,624 | $232K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 4,592 | $230K |
| Hudson Capital Management LLC | 0.08% | New | 4,565 | $229K |
| Citizens Financial Group Inc. | 0.01% | New | 4,563 | $229K |
| Citizens & Northern Corp. | 0.07% | No change | 4,546 | $228K |
| Heritage Investors Management Corp. | 0.01% | No change | 4,500 | $225K |
| Mattern Wealth Management LLC | 0.05% | No change | 4,482 | $225K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -11.8% | 4,480 | $224K |
| Compton Wealth Advisory Group, LLC | 0.06% | Add +0.7% | 4,469 | $224K |
| Archvest Wealth Advisors, Inc. | 0.15% | No change | 4,450 | $222K |
| Peninsula Wealth, LLC | 0.04% | Reduce -1.9% | 4,387 | $222K |
| YHB Investment Advisors, Inc. | 0.02% | Add +4.7% | 4,415 | $221K |
| Greenspring Advisors, LLC | 0.05% | Add +0.7% | 4,390 | $220K |
| Peak Financial Management, Inc. | 0.07% | No change | 4,380 | $219K |
| Great Diamond Partners, LLC | 0.05% | No change | 4,365 | $219K |
| Sequent Planning LLC | 0.07% | No change | 4,347 | $217K |
| MIdWestOne Financial Group, Inc. | 0.04% | Reduce -73.6% | 4,310 | $216K |
| Legacy Bridge, LLC | 0.13% | No change | 4,235 | $212K |
| Diversify Wealth Management, LLC | 0.03% | — | 4,155 | $211K |
| Smith, Moore & Co. | 0.02% | Reduce -18.2% | 4,194 | $210K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -57.6% | 4,144 | $208K |
| Maripau Wealth Management LLC | 0.14% | New | 4,135 | $207K |
| Albion Financial Group | 0.02% | No change | 4,100 | $205K |
| TD Waterhouse Canada Inc. | 0.00% | New | 4,100 | $205K |
| First Trust Advisors LP | 0.00% | New | 4,045 | $203K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -70.0% | 4,000 | $202K |
| Wealth Dimensions Group, Ltd. | 0.06% | New | 4,038 | $202K |
| Cadence Bank | 0.02% | Add +0.8% | 4,025 | $202K |
| Walker Asset Management, LLC | 0.13% | No change | 4,000 | $200K |
| Webster Bank, N. A. | 0.02% | No change | 3,558 | $178K |
| LRI Investments, LLC | 0.02% | Add +3.5% | 3,546 | $178K |
| Robinswood Financial LLC | 0.07% | No change | 3,542 | $177K |
| International Assets Investment Management, LLC | 0.02% | New | 3,498 | $175K |
| 1832 Asset Management L.P. | 0.00% | New | 3,367 | $169K |
| Arlington Trust Co LLC | 0.04% | No change | 3,351 | $168K |
| Caldwell Trust Co | 0.02% | No change | 3,347 | $168K |
| Parkside Financial Bank & Trust | 0.03% | Add +312.1% | 3,346 | $168K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 3,179 | $159K |
| Chris Bulman Inc | 0.10% | — | 3,046 | $153K |
| Kathleen S. Wright Associates Inc. | 0.07% | New | 3,000 | $150K |
| Versant Capital Management, Inc | 0.04% | Reduce -35.2% | 2,877 | $144K |
| Avior Wealth Management, LLC | 0.01% | Reduce -36.2% | 2,792 | $140K |
| Gradient Investments LLC | 0.00% | New | 2,788 | $140K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +12045.5% | 2,672 | $134K |
| Blue Trust, Inc. | 0.00% | No change | 2,638 | $133K |
| Sandy Spring Bank | 0.01% | Reduce -9.1% | 2,650 | $133K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -39.3% | 2,293 | $115K |
| Larson Financial Group LLC | 0.01% | Add +539.3% | 2,231 | $112K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 2,081 | $104K |
| Whittier Trust Co. | 0.00% | Reduce -68.6% | 2,020 | $101K |
| Spotlight Asset Group, Inc. | 0.07% | No change | 2,000 | $100K |
| Bfsg, LLC | 0.01% | Reduce -0.6% | 1,865 | $93K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,825 | $91K |
| Tsfg, LLC | 0.02% | No change | 1,800 | $90K |
| LGT Financial Advisors LLC | 0.16% | Reduce -5.7% | 1,533 | $77K |
| Central Bank & Trust Co. | 0.01% | Add +49633.3% | 1,492 | $75K |
| Cultivar Capital, Inc. | 0.06% | New | 1,380 | $69K |
| BlackRock Inc. | 0.00% | Reduce -92.3% | 1,281 | $64K |
| Raffa Wealth Management, LLC | 0.02% | Add +21.7% | 1,264 | $63K |
| Bokf, NA | 0.00% | New | 1,231 | $62K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,226 | $61K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,080 | $54K |
| Chesapeake Asset Management LLC | 0.05% | Reduce -0.1% | 1,064 | $53K |
| Assetmark, Inc. | 0.00% | Reduce -33.6% | 1,016 | $51K |
| Dagco, Inc. | 0.02% | New | 1,003 | $50K |
| City State Bank | 0.02% | New | 991 | $50K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 982 | $50K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 982 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +5.5% | 941 | $47K |
| Cromwell Holdings LLC | 0.03% | — | 910 | $46K |
| Eagle Bay Advisors LLC | 0.03% | No change | 896 | $45K |
| Colonial Trust Co / SC | 0.01% | No change | 863 | $43K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +62.5% | 845 | $42K |
| BNP Paribas Financial Markets | 0.00% | New | 836 | $42K |
| Abich Financial Wealth Management LLC | 0.03% | New | 816 | $41K |
| First Financial Corp. | 0.02% | No change | 775 | $39K |
| Great Lakes Retirement, Inc. | 0.00% | New | 700 | $35K |
| Investors Research Corp | 0.01% | No change | 640 | $32K |
| Dunhill Financial, LLC | 0.02% | No change | 622 | $31K |
| Canton Hathaway, LLC | 0.01% | No change | 612 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 608 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -12.1% | 610 | $30K |
| Crewe Advisors LLC | 0.00% | No change | 604 | $30K |
| Covestor Ltd | 0.02% | Add +1.1% | 539 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -78.0% | 536 | $27K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 493 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 470 | $24K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 453 | $23K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 400 | $20K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 400 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -8.7% | 390 | $20K |
| ZynergyRetirementPlanningLLC | 0.01% | — | 377 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -65.8% | 364 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 348 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Add +11.6% | 336 | $17K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 328 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -31.6% | 325 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 318 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -31.9% | 314 | $16K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -87.1% | 306 | $15K |
| Capital Analysts, LLC | 0.00% | No change | 271 | $14K |
| Abound Wealth Management | 0.01% | New | 272 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -65.5% | 257 | $13K |
| Delta Asset Management LLC | 0.00% | No change | 248 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 241 | $12K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 222 | $11K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 221 | $11K |
| Trust Co | 0.00% | No change | 219 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 197 | $10K |
| Quent Capital, LLC | 0.00% | No change | 188 | $9K |
| Macroview Investment Management LLC | 0.01% | Reduce -87.9% | 187 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 162 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Reduce -30.9% | 152 | $8K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.9% | 115 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 100 | $5K |
| Strategic Financial Concepts, LLC | 0.00% | New | 28,437 | $4K |
| Timber Creek Capital Management LLC | 0.00% | New | 84 | $4K |
| Quadrant Capital Group LLC | 0.00% | Reduce -81.8% | 83 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 79 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 73 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 67 | $3K |
| Rothschild Investment LLC | 0.00% | Add +47.6% | 62 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | New | 67 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 51 | $3K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -38.7% | 38 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 26 | $1K |
| Silicon Valley Capital Partners | 0.00% | No change | 23 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 19 | $952 |
| Archer Investment Corp | 0.00% | Reduce -85.7% | 11 | $530 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.9% | 6 | $301 |
| Avion Wealth | 0.00% | No change | 11 | $0 |
"% of holder's portfolio" is VTEB's weight in each manager's 13F, not the share of Vanguard Tax-Exempt Bond ETF the manager owns.