Vanguard Russell 2000 ETFVTWOETF

13F holders, Q4 2024 (December 31)
602holders +65
60new positions
38sold out
3famous investors
$89.28avg. 13F price*

At the end of Q4 2024, 602 institutions reported holding Vanguard Russell 2000 ETF (VTWO) in their 13F filings, up 65 from Q3 2024. 60 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($2.3B), Morgan Stanley ($626.8M) and Natixis Advisors, LLC ($508.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Russell 2000 ETF
CUSIP
92206C664
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 476Q1 2024Q2 2024: 498Q2 2024Q3 2024: 537Q3 2024Q4 2024: 602Q4 2024Q1 2025: 583Q1 2025Q2 2025: 584Q2 2025Q3 2025: 607Q3 2025Q4 2025: 660Q4 2025Q1 2026: 683Q1 2026Q2 2026: 744Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions60$51.1M
Exits38$119.3M

All 13F filers, Q3 2024 → Q4 2024: 6,221,741 shares bought and 5,642,254 shares sold, net +579,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 602 holders

Bank of America Corp. 0.22% Add +5.4% 26,098,692 $2.3B
Morgan Stanley 0.04% Add +2.7% 7,016,381 $626.8M
Natixis Advisors, LLC 0.95% Add +12.9% 5,687,923 $508.1M
Wells Fargo & Company 0.10% Add +17.2% 4,534,182 $405.0M
Jones Financial Companies LLLP 0.23% Add +12.1% 2,723,188 $243.3M
UBS Group AG 0.04% Add +13.0% 1,811,779 $161.8M
NEOS Investment Management LLC 3.34% Add +116.6% 1,586,261 $141.7M
JPMorgan Chase & Co. 0.01% Reduce -11.0% 1,447,106 $129.3M
Summit Rock Advisors, LP 37.49% Add +0.8% 1,237,744 $110.6M
Stifel Financial Corp. 0.11% Reduce -1.4% 1,205,938 $107.7M
Goldman Sachs Group Inc. 0.02% Reduce -59.3% 1,004,106 $89.7M
Raymond James Financial Inc. 0.03% — 836,802 $74.8M
Ameriprise Financial Inc. 0.02% Reduce -6.5% 822,851 $73.5M
LPL Financial LLC 0.03% Add +12.6% 798,365 $71.3M
Envestnet Portfolio Solutions, Inc. 0.22% Reduce -1.7% 748,268 $66.8M
Venturi Wealth Management, LLC 3.23% Add +4.9% 734,659 $65.6M
First Citizens Bank & Trust Co. 1.14% Reduce -0.9% 697,817 $62.3M
Royal Bank of Canada 0.01% Reduce -0.1% 585,773 $52.3M
Red Cedar Investment Management, LLC 6.55% Add +26.4% 583,944 $52.2M
Envestnet Asset Management Inc. 0.01% Reduce -0.6% 516,151 $46.1M
Evoke Wealth, LLC 1.21% Reduce -6.7% 486,290 $43.4M
Janney Montgomery Scott LLC 0.10% Reduce -0.8% 408,576 $36.5M
Fort Washington Investment Advisors Inc. 0.20% Add +12.6% 375,277 $33.5M
CSM Advisors, LLC 1.56% Add +29.1% 373,066 $33.3M
Lido Advisors, LLC 0.16% Add +13.1% 286,197 $25.6M
Schroder Investment Management Group 0.02% Add +18.3% 249,662 $22.3M
Truist Financial Corp. 0.03% Add +15.6% 248,907 $22.2M
Waverly Advisors, LLC 0.30% Add +49.7% 216,878 $19.4M
Cibc World Market Inc. 0.04% Add +2.8% 197,113 $17.6M
AE Wealth Management LLC 0.15% Add +7.3% 193,607 $17.3M
Rockefeller Capital Management L.P. 0.04% Add +7.5% 187,508 $16.8M
Texas Permanent School Fund Corp. 0.94% Reduce -90.3% 179,327 $16.0M
Osaic Holdings, Inc. 0.04% Add +32.3% 178,073 $15.9M
S. R. Schill & Associates 13.06% Reduce -4.0% 174,738 $15.6M
Cetera Investment Advisers 0.03% Reduce -3.0% 171,417 $15.3M
Deutsche Bank AG 0.01% Add +5.4% 167,702 $15.0M
Moody National Bank Trust Division 1.55% Reduce -3.0% 165,385 $14.8M
Cerity Partners LLC 0.03% Reduce -0.2% 158,748 $14.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.2% 152,448 $13.6M
LBMC Investment Advisors, LLC 1.05% Add +1.9% 148,917 $13.3M
Litman Gregory Wealth Management LLC 1.10% Reduce -20.7% 142,383 $12.7M
SVB Wealth LLC 0.24% Add +296.9% 142,279 $12.7M
Atria Wealth Solutions, Inc. 0.14% Reduce -20.4% 141,942 $12.7M
Partners Capital Investment Group, LLP 0.34% Reduce -55.5% 138,580 $12.4M
Global Wealth Strategies & Associates 3.73% Add +6.4% 133,511 $11.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +5.8% 128,058 $11.4M
Cadent Capital Advisors, LLC 3.95% Add +7.8% 126,664 $11.3M
Commonwealth Equity Services, LLC 0.02% Add +29.4% 124,851 $11.2M
Central Valley Advisors, LLC 5.04% New 124,225 $11.1M
MML Investors Services, LLC 0.04% Reduce -5.4% 121,941 $10.9M
Scotia Capital Inc. 0.06% Add +21.0% 120,122 $10.7M
Cresset Asset Management, LLC 0.05% Add +972.7% 118,804 $10.6M
Stratos Wealth Advisors, LLC 0.47% Add +0.1% 110,143 $9.8M
Lodestar Private Asset Management LLC 1.17% Add +1.2% 104,623 $9.3M
Lockheed Martin Investment Management Co. 0.36% No change 100,000 $8.9M
Fusion Capital, LLC 3.58% Add +6.5% 99,517 $8.9M
Nuveen Asset Management, LLC 0.00% Add +48.3% 98,830 $8.8M
Pathstone Holdings, LLC 0.04% Reduce -7.3% 94,096 $8.4M
Prairieview Wealth Partners, LLC 8.91% Reduce -0.6% 92,336 $8.2M
1900 Wealth Management LLC 0.69% No change 92,275 $8.2M
Phoenix Financial Ltd. 0.11% Reduce -30.2% 91,220 $8.1M
Mirae Asset Global Investments Co., Ltd. 0.03% New 90,650 $8.1M
Tidal Investments LLC 0.07% Add +119.5% 90,416 $8.1M
LVW Advisors, LLC 0.98% Reduce -25.6% 89,875 $8.0M
EP Wealth Advisors, LLC 0.06% Add +1.5% 85,711 $7.7M
Mercer Global Advisors Inc. 0.02% Add +185.5% 84,047 $7.5M
PNC Financial Services Group, Inc. 0.01% Add +14.6% 83,504 $7.5M
AMG National Trust Bank 0.20% New 83,140 $7.4M
Foster Group, Inc. 0.28% Reduce -50.6% 82,054 $7.3M
Thrivent Financial for Lutherans 0.01% Add +3.1% 77,124 $7.2M
Vise Technologies, Inc. 0.60% Add +0.9% 81,001 $7.2M
Comerica Bank 0.03% Reduce 0.0% 78,957 $7.1M
Zuckerman Investment Group, LLC 0.68% Add +7.5% 77,818 $7.0M
Kestra Advisory Services, LLC 0.04% Add +49.2% 73,364 $6.6M
Neuberger Berman Group LLC 0.00% Add +47.5% 69,430 $6.2M
First Western Trust Bank 0.29% Add +4.5% 69,385 $6.2M
Mariner, LLC 0.01% Reduce -53.4% 68,645 $6.1M
Capstone Financial Advisors, Inc. 0.36% Add +1.3% 65,709 $5.9M
Prosperity Consulting Group, LLC 0.44% Reduce -0.2% 65,185 $5.8M
Austin Private Wealth, LLC 0.54% Reduce -1.4% 64,006 $5.7M
Baird Financial Group, Inc. 0.01% Reduce -16.3% 61,293 $5.5M
Global Strategic Investment Solutions, LLC 0.63% Reduce -54.8% 60,095 $5.4M
Avantax Advisory Services, Inc. 0.03% Add +1.8% 59,206 $5.3M
First Citizens Asset Management, Inc. 1.93% Reduce -2.2% 58,947 $5.3M
D.A. Davidson & Co. 0.04% Add +0.1% 58,507 $5.2M
Wesbanco Bank Inc. 0.18% Add +26.0% 58,280 $5.2M
Novem Group 0.74% — 55,609 $5.0M
St. Louis Trust Co 0.71% Add +8.8% 55,278 $4.9M
Kiely Wealth Advisory Group, Inc. 3.16% Reduce -10.9% 53,516 $4.9M
NorthCoast Asset Management LLC 0.02% Add +43.2% 51,687 $4.6M
Windward Private Wealth Management Inc. 1.79% Reduce -4.1% 51,400 $4.6M
Financial & Tax Architects, LLC 1.14% Add +5.0% 50,073 $4.5M
BNP Paribas Financial Markets 0.00% Add +0.0% 50,012 $4.5M
LJI Wealth Management, LLC 0.88% Reduce -11.1% 49,927 $4.5M
Bank of New York Mellon Corp 0.00% Reduce -1.8% 49,242 $4.4M
Rockbridge Investment Management, LCC 0.56% Add +48.6% 49,211 $4.4M
Northern Trust Corp. 0.00% Add +0.2% 48,233 $4.3M
MBL Wealth, LLC 0.42% Add +1.9% 46,926 $4.2M
Creative Planning 0.00% Add +13.2% 45,988 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -34.2% 45,760 $4.1M
Allegiance Financial Group Advisory Services LLC 1.32% Reduce -2.7% 45,737 $4.1M
Coldstream Capital Management Inc. 0.08% Reduce -1.3% 44,091 $3.9M
SMI Advisory Services, LLC 0.86% Reduce -33.2% 42,666 $3.7M
Herbst Group, LLC 2.34% Reduce -2.6% 41,930 $3.7M
Corient Private Wealth LP 0.01% Add +2.7% 44,463 $3.7M
Wealth Management Partners, LLC 1.59% Add +7.2% 41,306 $3.7M
Focus Partners Wealth 0.01% Add +4.5% 41,228 $3.7M
Brooklyn FI, LLC 1.22% Reduce -5.0% 41,028 $3.7M
RE Dickinson Investment Advisors, LLC 3.11% Add +1.7% 40,801 $3.6M
Edge Capital Group, LLC 0.16% Reduce -0.5% 40,777 $3.6M
Wealthfront Advisers LLC 0.01% Add +18.2% 38,834 $3.5M
GoalVest Advisory LLC 0.95% Add +2.6% 38,665 $3.5M
Brown Advisory Inc. 0.00% Reduce -6.2% 38,556 $3.4M
Bank of Montreal 0.00% Add +148.7% 38,058 $3.4M
Choreo, LLC 0.05% Add +12.1% 37,957 $3.4M
Brookstone Capital Management 0.05% Reduce -13.2% 37,799 $3.4M
Heritage Investment Group, Inc. 0.62% Add +9.6% 37,445 $3.3M
Geller Advisors LLC 0.22% Reduce -0.4% 37,354 $3.3M
Global Financial Private Client, LLC 1.25% Add +1.9% 37,275 $3.3M
Adero Partners, LLC 0.21% Reduce -2.4% 37,209 $3.3M
Foresight Capital Management Advisors, Inc. 1.89% Add +2.4% 36,188 $3.2M
Main Street Financial Solutions, LLC 0.32% Add +16.8% 36,100 $3.2M
Brucke Financial, Inc. 2.74% — 34,818 $3.2M
Violich Capital Management, Inc. 0.41% Add +56.4% 35,200 $3.1M
Rathbones Group PLC 0.02% Add +20.6% 34,998 $3.1M
Cornerstone Advisors Asset Management, LLC 0.66% Reduce -0.4% 34,208 $3.1M
Halbert Hargrove Global Advisors, LLC 0.17% Reduce -2.9% 33,575 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +18.6% 33,554 $3.0M
HighTower Advisors, LLC 0.00% Add +3.6% 33,425 $3.0M
Koshinski Asset Management, Inc. 0.25% Reduce -8.3% 32,698 $2.9M
Citizens Financial Group Inc. 0.06% Add +3.6% 32,487 $2.9M
Country Club Bank 0.19% Reduce -1.6% 31,258 $2.8M
Curtis Advisory Group, LLC 0.74% Add +4.0% 31,138 $2.8M
Blair William & Co. 0.01% Add +22.1% 31,057 $2.8M
Private Advisor Group, LLC 0.02% Add +9.8% 30,974 $2.8M
Wealth Dimensions Group, Ltd. 0.66% Add +0.2% 30,224 $2.7M
McLean Asset Management Corp 0.81% Add +26.0% 30,120 $2.7M
SoundView Advisors Inc. 1.11% — 30,123 $2.7M
Copia Wealth Management 2.54% — 29,832 $2.7M
Citadel Advisors 0.00% Add +4126.2% 28,231 $2.5M
&partners 0.03% Add +130.1% 27,516 $2.5M
Howard Bailey Securities, LLC 0.91% Add +6.7% 27,567 $2.5M
Rialto Wealth Management, LLC 0.80% — 27,173 $2.4M
First Hawaiian Bank 0.08% No change 26,999 $2.4M
PFW Advisors LLC 0.73% — 26,557 $2.4M
Westfuller Advisors, LLC 1.48% Add +17.8% 25,990 $2.3M
Guggenheim Capital LLC 0.02% No change 25,613 $2.3M
Cassaday & Co Wealth Management LLC 0.06% Reduce -2.4% 25,555 $2.3M
Kingdom Financial Group LLC. 1.56% Reduce -9.1% 25,494 $2.3M
Brown Brothers Harriman & Co. 0.02% No change 25,272 $2.3M
Two Sigma Investments, LP 0.01% New 25,200 $2.3M
Henshaw Capital LLC 0.09% No change 24,900 $2.2M
Principal Financial Group Inc. 0.00% Reduce -7.0% 24,358 $2.2M
Sanctuary Advisors, LLC 0.01% Reduce -3.4% 23,242 $2.1M
Sunpointe, LLC 1.08% New 24,036 $2.1M
Wernau Asset Management Inc. 2.00% — 23,177 $2.1M
Arlington Trust Co LLC 0.43% No change 23,000 $2.1M
GWN Securities Inc. 0.54% — 21,850 $2.0M
180 Wealth Advisors, LLC 0.32% Add +7.2% 22,608 $2.0M
Gainplan LLC 0.75% Add +9.9% 22,132 $2.0M
Park Avenue Securities LLC 0.02% Add +15.0% 22,047 $2.0M
Arbor Investment Advisors, LLC 0.28% Add +17.2% 21,929 $2.0M
Arete Wealth Advisors, LLC 0.14% Add +12.6% 21,516 $1.9M
J.W. Cole Advisors, Inc. 0.08% Reduce -30.4% 21,096 $1.9M
FineMark National Bank & Trust 0.06% Add +5.0% 20,541 $1.8M
Beacon Bridge Wealth Partners, LLC 0.78% Reduce -3.6% 20,464 $1.8M
Quadrature Capital Ltd 0.04% New 20,091 $1.8M
Pinion Investment Advisors, LLC 0.71% Add +4.3% 20,026 $1.8M
Meridian Wealth Advisors, LLC 0.29% Reduce -0.5% 19,638 $1.8M
Lake Street Advisors Group, LLC 0.08% Add +34.3% 19,584 $1.7M
FMR LLC 0.00% Add +14.4% 19,433 $1.7M
Yelin Lapidot Holdings Management Ltd. 0.29% No change 18,850 $1.7M
First Manhattan Co. Llc. 0.00% Reduce -0.7% 18,549 $1.7M
Evernest Financial Advisors, LLC 0.42% Reduce -44.1% 18,181 $1.6M
Parkside Financial Bank & Trust 0.21% Reduce -54.2% 18,101 $1.6M
Renaissance Technologies 0.00% New 17,900 $1.6M
Wakefield Asset Management LLLP 0.54% Reduce -6.8% 17,808 $1.6M
Keel Point, LLC 0.13% Reduce -1.1% 17,794 $1.6M
PKS Advisory Services, LLC 0.40% — 17,728 $1.6M
Mgo One Seven LLC 0.06% Reduce -5.0% 17,680 $1.6M
Fifth Third Securities, Inc. 0.13% Add +0.5% 17,415 $1.6M
Sunesis Advisors, LLC 0.92% Add +0.0% 16,893 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +29.8% 16,051 $1.4M
M Holdings Securities, Inc. 0.22% Add +0.4% 15,605 $1.4M
Evolution Wealth Advisors, LLC 0.23% New 15,280 $1.4M
Fairman Group, LLC 1.11% Add +8.0% 15,072 $1.3M
Pitcairn Co. 0.08% No change 14,540 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.36% New 14,435 $1.3M
Kestra Private Wealth Services, LLC 0.02% Reduce -23.0% 14,345 $1.3M
Trajan Wealth LLC 0.07% Reduce -1.0% 14,329 $1.3M
Captrust Financial Advisors 0.00% Reduce -6.4% 14,288 $1.3M
Marble Harbor Investment Counsel, LLC 0.14% No change 14,165 $1.3M
Old National Bancorp 0.03% Reduce -35.5% 14,120 $1.3M
Prospera Financial Services Inc 0.03% Add +6.5% 14,036 $1.3M
WestHill Financial Advisors, Inc. 0.28% Reduce -0.2% 13,904 $1.2M
Rwa Wealth Partners, LLC 0.02% New 13,684 $1.2M
Fischer Financial Services, Inc. 0.38% — 13,655 $1.2M
M&T Bank Corp 0.00% Add +4.1% 13,551 $1.2M
Analyst IMS Investment Management Services Ltd. 0.04% No change 13,500 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -16.2% 13,288 $1.2M
Signaturefd, LLC 0.02% Add +1.0% 13,238 $1.2M
Commerce Bank 0.01% Add +27.8% 13,179 $1.2M
Rainier Family Wealth Inc. 1.41% — 13,038 $1.2M
LifeWealth Investments, LLC 0.77% — 13,020 $1.2M
Golden Road Advisors LLC 0.88% Add +0.9% 13,016 $1.2M
Sowell Financial Services LLC 0.06% Add +27.1% 12,911 $1.2M
BluePointe Capital Management, LLC 0.66% No change 12,828 $1.1M
StoneX Group Inc. 0.06% Add +0.2% 12,815 $1.1M
Y.D. More Investments Ltd 0.10% Reduce -66.1% 12,720 $1.1M
Vermillion Wealth Management, Inc. 0.58% — 12,688 $1.1M
Mutual Advisors, LLC 0.03% Add +2.1% 12,369 $1.1M
NCM Capital Management, LLC 0.50% No change 12,374 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +2.2% 12,365 $1.1M
Stonegate Investment Group, LLC 0.03% Add +2.6% 12,261 $1.1M
Deroy & Devereaux Private Investment Counsel Inc. 0.06% Add +7.8% 12,261 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -2.3% 12,067 $1.1M
Strategic Financial Services, Inc. 0.06% No change 11,575 $1.0M
Legacy Advisory Services, LLC 0.88% Reduce -0.2% 11,506 $1.0M
Whittier Trust Co. 0.01% No change 11,360 $1.0M
Legacy Bridge, LLC 0.53% No change 11,330 $1.0M
Jane Street Group, LLC 0.00% New 11,165 $997K
Enclave Advisors LLC 0.16% Add +126.6% 11,060 $988K
Webster Bank, N. A. 0.10% Add +3.4% 10,904 $974K
Stephens Inc. 0.01% Add +0.9% 10,880 $972K
C M Bidwell & Associates Ltd. 0.58% Reduce -1.2% 10,715 $957K
Cwm, LLC 0.00% Add +3.9% 10,584 $945K
Transcend Capital Advisors, LLC 0.07% Add +1.5% 10,514 $939K
NewEdge Advisors, LLC 0.01% Add +29.4% 10,111 $903K
Prescott Group Capital Management, L.L.C. 0.12% No change 10,000 $893K
Wedbush Securities Inc. 0.03% Add +27.1% 9,702 $867K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -28.4% 9,517 $850K
Dark Forest Capital Management LP 0.12% Reduce -3.8% 9,431 $842K
Independent Financial Group, LLC 0.03% Add +9.8% 9,160 $818K
Cornerstone Wealth Management, LLC 0.05% Add +5.1% 9,071 $810K
Pension & Wealth Management Advisors, Inc. 0.32% New 9,038 $807K
Sapient Capital LLC 0.02% New 8,993 $803K
Guidance Point Advisors, LLC 0.23% Add +0.7% 8,805 $787K
Johnson Investment Counsel Inc. 0.01% Add +8.3% 8,720 $779K
Hexagon Capital Partners LLC 0.14% Add +7.9% 8,630 $771K
US Bancorp \de 0.00% Reduce -30.0% 8,626 $771K
Tennessee Valley Asset Management Partners 0.13% Add +0.7% 8,533 $762K
Pennington Partners & Co., LLC 0.38% — 8,508 $760K
Fulton Breakefield Broenniman LLC 0.05% Reduce -0.9% 8,356 $746K
Tobias Financial Advisors, Inc. 0.15% Reduce -0.3% 8,296 $741K
Stordahl Capital Management, Inc. 0.17% Reduce -0.2% 8,261 $738K
PFG Investments, LLC 0.05% Reduce -0.8% 8,159 $729K
TAGStone Capital, Inc. 0.36% Add +0.4% 8,123 $726K
Perigon Wealth Management, LLC 0.02% Add +20.4% 7,925 $719K
First Bancorp, Inc 0.49% No change 7,974 $712K
Bessemer Group Inc. 0.00% New 7,850 $701K
Savvy Advisors, Inc. 0.08% Add +54.3% 7,643 $683K
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +15.2% 7,600 $679K
Linscomb Wealth, Inc. 0.03% Reduce -0.6% 7,533 $673K
Cordatus Wealth Management LLC 0.18% Add +4.0% 7,498 $670K
Insigneo Advisory Services, LLC 0.07% Reduce -17.5% 7,366 $658K
Mosaic Family Wealth Partners, LLC 0.09% No change 7,130 $637K
Moneta Group Investment Advisors LLC 0.01% Add +107.9% 7,074 $632K
ADG Wealth Management Group, LLC 0.56% — 7,029 $628K
Letko, Brosseau & Associates Inc. 0.01% No change 7,000 $625K
Stratos Wealth Partners, LTD. 0.01% Add +1.4% 6,999 $625K
Retirement Systems of Alabama 0.00% Reduce -1.4% 6,979 $623K
Enterprise Bank & Trust Co 0.20% No change 6,877 $614K
1834 Investment Advisors Co. 0.08% New 6,873 $614K
DAVENPORT & Co LLC 0.00% Reduce -0.5% 6,774 $605K
Private Wealth Advisors, LLC 0.26% New 6,767 $604K
Wealthcare Advisory Partners LLC 0.02% Reduce -17.0% 6,741 $602K
Rehmann Capital Advisory Group 0.04% No change 6,716 $600K
Old Mission Capital LLC 0.01% Reduce -17.6% 6,700 $599K
Parallel Advisors, LLC 0.01% Reduce -10.1% 6,547 $585K
Integrated Wealth Concepts LLC 0.01% Add +11.3% 6,520 $582K
CW Advisors, LLC 0.01% New 6,433 $575K
Emerald Advisors, LLC 0.08% Add +1.8% 6,380 $570K
Accredited Investor Services, LLC 0.45% — 6,337 $566K
M3 Advisory Group, LLC 0.40% Reduce -0.1% 6,257 $559K
Pilgrim Partners Asia Pte Ltd 0.48% — 6,200 $554K
Compass Investment Advisers LLC 1.59% — 6,119 $547K
Pines Wealth Management, LLC 0.23% — 6,085 $534K
SignalPoint Asset Management, LLC 0.13% Reduce -0.9% 5,891 $526K
JT Stratford LLC 0.09% Reduce -16.8% 5,811 $519K
Independent Advisor Alliance 0.01% New 5,771 $516K
Bartlett & Co. Wealth Management LLC 0.01% Add +43.2% 5,655 $505K
Smartleaf Asset Management LLC 0.05% Reduce -5.1% 5,647 $504K
Beacon Pointe Advisors, LLC 0.01% Add +16.1% 5,633 $503K
Avestar Capital, LLC 0.05% Add +20.8% 5,557 $496K
SkyOak Wealth, LLC 0.11% New 5,522 $493K
Foundations Investment Advisors, LLC 0.01% Reduce -7.7% 5,395 $482K
GEM Asset Management, LLC 0.27% Add +0.4% 5,392 $482K
FWG Investments, LLC. 0.37% Add +4.5% 5,363 $479K
CreativeOne Wealth, LLC 0.01% Add +133.0% 5,352 $478K
Braun-Bostich & Associates Inc. 0.34% Reduce -2.9% 5,331 $476K
Archer Investment Corp 0.13% No change 5,317 $475K
RKL Wealth Management LLC 0.04% Add +0.4% 5,314 $475K
Creative Financial Designs Inc. 0.04% Add +10.3% 5,306 $474K
Good Life Advisors, LLC 0.03% Add +9.5% 5,283 $472K
Golden State Wealth Management, LLC 0.07% — 5,278 $472K
Blue Bell Private Wealth Management, LLC 0.09% Add +5.0% 5,234 $468K
AdvisorNet Financial, Inc 0.04% Reduce -0.3% 5,157 $461K
Alexander Labrunerie & Co., Inc. 0.20% No change 5,113 $457K
Fort Sheridan Advisors LLC 0.07% Reduce -3.8% 5,113 $457K
Assetmark, Inc. 0.00% Add +1.7% 5,074 $453K
Institute for Wealth Management, LLC. 0.06% No change 5,066 $453K
Cary Street Partners Financial LLC 0.01% — 4,908 $438K
Kingsview Wealth Management, LLC 0.01% Add +60.2% 4,896 $437K
Aptus Capital Advisors, LLC 0.01% Add +72.6% 4,884 $436K
Sigma Planning Corp 0.01% Add +20.6% 4,869 $435K
Davidson Trust Co. 0.22% Add +11.9% 4,857 $434K
Federation des caisses Desjardins du Quebec 0.00% Add +6.5% 4,828 $431K
First Financial Corp. 0.20% No change 4,808 $429K
Alliancebernstein L.P. 0.00% Add +6.0% 4,735 $423K
Sage Mountain Advisors LLC 0.03% Reduce -0.1% 4,722 $422K
Financial Advisors Network, Inc. 0.07% — 4,670 $417K
Glenmede Trust Co. NA 0.00% Add +756.3% 4,667 $417K
Global Wealth Management Investment Advisory, Inc. 0.09% Reduce -5.1% 4,632 $414K
Centricity Wealth Management, LLC 0.39% — 4,618 $413K
Curi Capital, LLC 0.01% New 4,582 $409K
Scientech Research LLC 0.12% New 4,565 $408K
Signal Advisors Wealth, LLC 0.05% Add +74.4% 4,562 $407K
SBI Securities Co., Ltd. 0.01% — 4,539 $405K
Salomon & Ludwin, LLC 0.04% No change 4,513 $403K
Townsquare Capital LLC 0.00% Add +0.1% 4,505 $402K
Wilmington Savings Fund Society, FSB 0.01% Add +125.2% 4,504 $402K
Bogart Wealth, LLC 0.02% Add +1.3% 4,447 $397K
Red Tortoise LLC 0.21% Add +26.7% 4,385 $392K
Tiaa Trust, National Association 0.00% New 4,376 $391K
Mycio Wealth Partners, LLC 0.09% New 4,360 $389K
Private Trust Co. NA 0.04% No change 4,339 $388K
First Commonwealth Financial Corp 0.09% No change 4,336 $387K
Midland Wealth Advisors, LLC 0.02% Reduce -1.9% 4,328 $387K
Strategic Advisors LLC 0.07% New 4,297 $384K
Sfmg, LLC 0.03% No change 4,265 $381K
BFI Infinity Ltd. 0.41% — 4,224 $377K
TD Waterhouse Canada Inc. 0.00% Add +30.9% 4,220 $377K
Keener Financial Planning LLC 0.22% Add +21.0% 4,205 $375K
Acorn Financial Advisory Services Inc. 0.06% No change 4,195 $375K
Ancora Advisors LLC 0.01% Add +50.3% 4,181 $373K
OneAscent Wealth Management LLC 0.15% New 4,124 $368K
DB Fitzpatrick & Co, Inc 0.34% Add +18.0% 4,080 $364K
Valeo Financial Advisors, LLC 0.01% Reduce -28.4% 4,077 $364K
Collective Family Office LLC 0.10% Add +0.3% 4,062 $363K
Flagstar Securities, Inc. 0.09% Add +0.3% 4,000 $357K
Ridgepath Capital Management LLC 0.16% Reduce -90.0% 3,994 $357K
Fifth Third Bancorp 0.00% Add +19.6% 3,968 $354K
LPWM LLC 0.11% Reduce -0.1% 3,956 $353K
WASHINGTON TRUST Co 0.01% New 3,925 $351K
New England Private Wealth Advisors LLC 0.05% No change 3,832 $342K
Robertson Stephens Wealth Management, LLC 0.01% Add +5.6% 3,823 $342K
Lazard Freres Gestion S.A.S. 0.01% Add +8.5% 3,825 $341K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -20.5% 3,811 $340K
AQR Capital Management 0.00% Add +13.5% 3,810 $340K
Aspen Grove Capital, LLC 0.07% No change 3,722 $332K
CIBC Private Wealth Group LLC 0.00% Add +48.4% 3,639 $326K
SageView Advisory Group, LLC 0.01% Add +3.8% 3,639 $325K
Equitable Holdings, Inc. 0.00% Add +14.2% 3,617 $323K
Plimoth Trust Co. LLC 0.08% Add +0.0% 3,566 $319K
Embree Financial Group 0.05% Add +43.5% 3,538 $316K
Sentinel Pension Advisors, LLC 0.06% Add +0.4% 3,503 $313K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -49.9% 3,473 $310K
Synovus Financial Corp. 0.00% Reduce -56.6% 3,472 $310K
MWA Asset Management 0.21% Add +15.7% 3,470 $310K
Peregrine Asset Advisers, Inc. 0.11% No change 3,468 $310K
J. W. Coons Advisors, LLC 0.08% Add +18.1% 3,460 $309K
Venture Visionary Partners LLC 0.01% No change 3,339 $298K
First National Bank of Omaha 0.02% Add +1.8% 3,331 $298K
Steward Partners Investment Advisory, LLC 0.00% Add +24.1% 3,312 $296K
Glass Jacobson Investment Advisors llc 0.10% Add +35.1% 3,285 $293K
UNIVEST FINANCIAL Corp 0.02% Reduce -14.3% 3,281 $293K
Quest 10 Wealth Builders, Inc. 0.29% — 3,258 $291K
Savant Capital, LLC 0.00% Add +2.0% 3,257 $291K
Wedmont Private Capital 0.02% Add +0.4% 3,314 $291K
Sentry LLC 0.06% No change 3,200 $286K
Farther Finance Advisors, LLC 0.01% Add +8.2% 3,180 $284K
Wealthspire Advisors, LLC 0.00% Add +6.8% 3,160 $282K
Modern Wealth Management, LLC 0.01% New 3,122 $279K
Evercore Wealth Management, LLC 0.00% Reduce -3.2% 3,122 $279K
Ellerson Group Inc. 0.20% New 3,100 $277K
Capital Investment Advisors, LLC 0.01% Add +3.0% 3,068 $274K
Tranquility Partners, LLC 0.10% Add +0.6% 3,049 $272K
Resolute Advisors LLC 0.05% Add +0.4% 3,042 $272K
Sincerus Advisory, LLC 0.29% — 3,040 $272K
O'ROURKE & COMPANY, Inc 0.13% Reduce -1.6% 3,033 $271K
IPG Investment Advisors LLC 0.06% New 3,030 $271K
Whipplewood Advisors, LLC 0.15% — 3,018 $270K
Grantvest Financial Group LLC 0.30% — 2,984 $267K
Financial Partners Group, Inc 0.04% Add +9.5% 2,979 $266K
NCP Inc. 0.14% Add +119.4% 2,977 $266K
MAI Capital Management 0.00% New 2,974 $266K
Marcum Wealth, LLC 0.02% Add +0.1% 2,964 $265K
Fortis Capital Advisors, LLC 0.09% Reduce -42.2% 2,973 $265K
Belpointe Asset Management LLC 0.02% Reduce -42.2% 2,973 $265K
Lifeworks Advisors, LLC 0.05% Add +11.5% 2,952 $264K
Brown Financial Advisory 0.19% No change 2,947 $263K
Carret Asset Management, LLC 0.03% No change 2,944 $263K
Dodds Wealth, LLC 0.08% No change 2,848 $263K
Baker Boyer National Bank 0.09% Add +28.5% 2,939 $263K
Regions Financial Corp. 0.00% Reduce -8.9% 2,919 $261K
Olistico Wealth, LLC 0.15% Reduce -2.4% 2,895 $259K
Arcadia Wealth Management, LLC 0.13% Reduce -3.9% 2,893 $258K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -0.5% 2,885 $258K
Prudent Man Advisors, LLC 0.09% Add +2.5% 2,879 $257K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.6% 2,868 $256K
Endowment Wealth Management, Inc. 0.17% Reduce -4.3% 2,863 $256K
Corepath Wealth Partners LLC 0.25% No change 2,876 $256K
Monarch Capital Management Inc. 0.07% Add +14.4% 2,822 $252K
Seelaus Asset Management LLC 0.23% Add +0.4% 2,791 $249K
Gladstone Institutional Advisory LLC 0.01% New 2,790 $249K
Black Diamond Financial, LLC 0.04% Add +0.4% 2,782 $249K
Traynor Capital Management, Inc. 0.02% Reduce -2.5% 2,765 $247K
HFG Advisors, Inc. 0.21% Reduce -33.6% 2,753 $246K
Loomis Sayles & Co. L P 0.00% Add +55.6% 2,713 $242K
TD Private Client Wealth LLC 0.01% Add +15.5% 2,696 $241K
Edge Wealth Management LLC 0.05% No change 2,665 $238K
Ieq Capital, LLC 0.00% Add +3.9% 2,657 $237K
TFB Advisors LLC 0.07% New 2,635 $235K
Keystone Financial Group 0.02% Add +8.4% 2,622 $234K
Central Bank & Trust Co. 0.04% No change 2,590 $231K
Betterment LLC 0.00% New 2,551 $228K
Investment Research & Advisory Group, Inc. 0.09% New 2,501 $223K
Rossmore Private Capital 0.03% No change 2,500 $223K
IFP Advisors, Inc 0.01% Add +9.1% 2,491 $223K
Main Street Group, LTD 0.09% Add +214.3% 2,486 $222K
Southland Equity Partners LLC 0.05% Reduce -10.2% 2,469 $221K
Vawter Financial, Ltd. 0.13% No change 2,404 $215K
Delphi Financial Group, Inc. 0.12% New 2,400 $214K
Stegner Investment Associates Inc. 0.14% Reduce -0.4% 2,398 $214K
Nwam LLC 0.01% Reduce -44.9% 2,393 $214K
Hamilton Point Investment Advisors, LLC 0.04% No change 2,390 $213K
Keybank National Association 0.00% New 2,379 $213K
Smith, Moore & Co. 0.02% No change 2,375 $212K
Vanguard Group Inc. 0.00% Add +1.9% 2,349 $210K
Swan Global Investments, LLC 0.01% New 2,340 $209K
Baron Wealth Management LLC 0.10% No change 2,326 $208K
Western Wealth Management, LLC 0.01% New 2,316 $207K
Kingswood Wealth Advisors, LLC 0.02% New 2,309 $206K
BSW Wealth Partners 0.03% New 2,301 $206K
Consolidated Portfolio Review Corp 0.03% Reduce -8.0% 2,300 $205K
Inman Jager Wealth Management, LLC 0.16% — 2,260 $202K
Brand Asset Management Group, Inc. 0.08% Reduce -11.7% 2,260 $202K
Quintet Private Bank (Europe) S.A. 0.01% No change 2,260 $202K
Meridian Wealth Management, LLC 0.01% Add +0.0% 2,258 $202K
FSA Advisors, Inc. 0.25% New 2,248 $201K
Hoge Financial Services, LLC 0.15% New 2,245 $201K
HBK Sorce Advisory LLC 0.01% Reduce -15.1% 2,242 $200K
Running Point Capital Advisors, LLC 0.07% No change 2,150 $192K
Strengthening Families & Communities, LLC 0.11% Add +0.1% 2,149 $192K
ORG Partners LLC 0.03% Reduce -3.2% 2,107 $188K
Guardian Wealth Advisors, LLC / NC 0.01% Add +3401.7% 2,066 $185K
Harbour Investments, Inc. 0.01% Add +14.8% 2,059 $184K
Blue Trust, Inc. 0.00% Add +3.9% 1,985 $177K
New Republic Capital, LLC 0.11% No change 1,953 $174K
Franklin Resources Inc. 0.00% No change 1,841 $164K
Salem Investment Counselors Inc. 0.01% No change 1,750 $156K
Transce3nd, LLC 0.05% — 1,744 $156K
Spire Wealth Management 0.00% Reduce -0.1% 1,680 $150K
Graney & King, LLC 0.11% — 1,678 $150K
Larson Financial Group LLC 0.01% Reduce -17.7% 1,574 $141K
Centaurus Financial, Inc. 0.01% Reduce -7.6% 1,567 $140K
Arcadia Investment Management Corp. 0.02% No change 1,400 $125K
REAP Financial Group, LLC 0.03% Reduce -8.0% 1,351 $121K
Decker Retirement Planning Inc. 0.07% — 1,341 $120K
Ramirez Asset Management, Inc. 0.02% No change 1,332 $119K
North Star Investment Management Corp. 0.01% Add +4.3% 1,325 $118K
Adirondack Trust Co. 0.05% Reduce -3.4% 1,324 $118K
WealthShield Partners, LLC 0.02% Add +1.6% 1,303 $116K
McClarren Financial Advisors, Inc. 0.32% Add +0.4% 1,287 $115K
Acima Private Wealth, LLC 0.04% No change 1,275 $114K
TCTC Holdings, LLC 0.00% No change 1,169 $104K
Mather Group, Llc. 0.00% Add +2.3% 1,162 $104K
Clarity Asset Management, Inc. 0.07% Add +0.3% 1,148 $103K
First Horizon Advisors, Inc. 0.00% Reduce -6.6% 1,131 $101K
BlackRock, Inc. 0.00% New 1,091 $97K
Allworth Financial LP 0.00% Add +140.5% 991 $91K
Founders Financial Alliance, LLC 0.03% No change 1,022 $91K
LFA - Lugano Financial Advisors SA 0.06% No change 1,000 $89K
Hilltop National Bank 0.03% No change 982 $88K
FLP Wealth Management, LLC 0.22% — 975 $87K
Richards, Merrill & Peterson, Inc. 0.04% — 945 $84K
O'shaughnessy Asset Management, LLC 0.00% Add +31.9% 935 $84K
Carolinas Wealth Consulting LLC 0.02% Reduce -5.5% 909 $81K
Promus Capital, LLC 0.06% — 880 $79K
National Bank of Canada 0.00% Add +1661.2% 863 $77K
Pineridge Advisors LLC 0.03% Reduce -9.0% 858 $77K
Rakuten Securities, Inc. 0.03% Add +64.2% 834 $75K
Elevation Wealth Partners, LLC 0.03% Reduce -72.0% 832 $74K
Sterling Capital Management LLC 0.00% Add +23.2% 819 $73K
Wingate Wealth Advisors, Inc. 0.07% — 803 $72K
Financial Perspectives, Inc 0.02% No change 775 $69K
Indiana Trust & Investment Management Co 0.02% No change 720 $64K
Avior Wealth Management, LLC 0.00% Add +19.8% 719 $64K
Global Retirement Partners, LLC 0.00% Add +301.7% 715 $64K
Fortitude Family Office, LLC 0.02% Add +0.4% 686 $61K
Comprehensive Financial Planning, Inc. 0.05% — 676 $60K
Whittier Trust Co. of Nevada Inc. 0.00% No change 645 $58K
Empirical Asset Management, LLC 0.02% No change 47,466 $57K
Concourse Financial Group Securities, Inc. 0.00% Reduce -17.3% 620 $57K
Lowe Wealth Advisors, LLC 0.02% New 602 $54K
NBT Bank, N.A. 0.00% Add +7.1% 576 $51K
Evermay Wealth Management LLC 0.01% Add +0.4% 556 $50K
Optimum Investment Advisors 0.02% No change 522 $47K
Capital Advisors, Ltd. LLC 0.01% Reduce -42.1% 513 $46K
YANKCOM Partnership 0.02% — 500 $45K
Coppell Advisory Solutions LLC 0.01% Reduce -1.4% 494 $44K
CoreCap Advisors, LLC 0.00% Add +19.6% 483 $43K
Kohmann Bosshard Financial Services, LLC 0.00% New 461 $41K
Abound Wealth Management 0.01% Add +37.8% 452 $40K
Caitlin John, LLC 0.03% No change 419 $37K
Howe & Rusling Inc. 0.00% Reduce -55.3% 409 $37K
Key Financial Inc 0.01% Add +2613.3% 407 $36K
Geneos Wealth Management Inc. 0.00% Add +2.0% 404 $36K
Clearstead Advisors, LLC 0.00% Add +301.0% 401 $36K
Capital Investment Advisory Services, LLC 0.00% Reduce -2.0% 384 $34K
Hanson & Doremus Investment Management 0.01% No change 386 $34K
Sound Income Strategies, LLC 0.00% No change 364 $33K
BOK Financial Private Wealth, Inc. 0.00% Reduce -2.4% 360 $32K
GeoWealth Management, LLC 0.00% Reduce -1.9% 358 $32K
Operose Advisors LLC 0.01% No change 340 $30K
Principal Securities, Inc. 0.00% Add +43.7% 329 $29K
Atlas Capital Advisors Inc. 0.00% No change 316 $28K
Rothschild Investment LLC 0.00% No change 316 $28K
NorthRock Partners, LLC 0.00% Reduce -65.8% 313 $28K
Versant Capital Management, Inc 0.01% No change 304 $27K
SRH Advisors, LLC 0.01% No change 300 $27K
Rosenberg Matthew Hamilton 0.01% No change 299 $27K
CENTRAL TRUST Co 0.00% Add +1957.1% 288 $26K
Bellevue Asset Management, LLC 0.01% Add +36.9% 282 $25K
Trifecta Capital Advisors, LLC 0.00% New 278 $25K
Legacy Investment Solutions, LLC 0.02% Add +800.0% 252 $23K
Legacy Wealth Managment, LLC 0.02% Add +800.0% 252 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 253 $22K
Crews Bank & Trust 0.00% — 236 $21K
Tsfg, LLC 0.00% No change 236 $21K
Financial Gravity Companies, Inc. 0.00% Add +0.5% 221 $20K
Tower Research Capital LLC (TRC) 0.00% Add +7.3% 219 $20K
Topsail Wealth Management, LLC 0.00% — 215 $19K
Northwest Capital Management Inc 0.01% No change 210 $19K
MPWM Advisory Solutions, LLC 0.01% — 206 $18K
Park Square Financial Group, LLC 0.01% — 200 $18K
SIMA Wealth Partners, LLC 0.01% No change 196 $18K
FSA Wealth Management LLC 0.01% No change 196 $17K
Human Investing LLC 0.00% New 188 $17K
Capital A Wealth Management, LLC 0.03% — 186 $17K
GPS Wealth Strategies Group, LLC 0.00% Reduce -72.8% 176 $16K
Costello Asset Management, INC 0.01% No change 175 $16K
Reyes Financial Architecture, Inc. 0.01% — 172 $15K
Castleview Partners, LLC 0.01% New 171 $15K
POM Investment Strategies, LLC 0.01% Add +63.4% 165 $15K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -39.0% 163 $15K
HighMark Wealth Management LLC 0.01% Add +0.7% 155 $14K
Pinnacle Bancorp, Inc. 0.00% Add +219.2% 150 $13K
LRI Investments, LLC 0.00% No change 127 $11K
Russell Investments Group, Ltd. 0.00% Add +10.9% 122 $11K
BankPlus Trust Department 0.00% — 114 $10K
Insight Inv LLC 0.01% No change 108 $10K
Battery Global Advisors, LLC 0.00% Add +116.7% 104 $9K
Ashton Thomas Securities, LLC 0.00% Add +267.9% 103 $9K
Pacifica Partners Inc. 0.00% No change 102 $9K
Broadwater Capital Management LLC 0.01% New 100 $9K
Financial Life Planners 0.01% — 87 $8K
Sunbelt Securities, Inc. 0.00% Add +104.8% 86 $8K
FSC Wealth Advisors, LLC 0.00% No change 80 $7K
Colonial Trust Co / SC 0.00% No change 79 $7K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 78 $7K
EverSource Wealth Advisors, LLC 0.00% Reduce -43.9% 64 $6K
Stonebridge Financial Group, LLC 0.00% — 62 $6K
VSM Wealth Advisory, LLC 0.00% — 62 $5K
Tucker Asset Management LLC 0.00% Reduce -81.3% 60 $5K
Citigroup Inc. 0.00% New 58 $5K
Cullen/Frost Bankers, Inc. 0.00% Add +16.3% 57 $5K
Strategic Investment Solutions, Inc. 0.00% No change 56 $5K
Farmers & Merchants Investments Inc. 0.00% No change 54 $5K
Cardiff Park Advisors, LLC 0.00% New 50 $4K
HHM Wealth Advisors, LLC 0.00% No change 49 $4K
Bangor Savings Bank 0.00% New 47 $4K
Painted Porch Advisors LLC 0.00% No change 41 $4K
Legend Financial Advisors, Inc. 0.00% New 40 $4K
Gables Capital Management Inc. 0.00% No change 36 $3K
Harbor Investment Advisory, LLC 0.00% Add +357.1% 32 $3K
Ameriflex Group, Inc. 0.00% — 30 $3K
Wolff Wiese Magana LLC 0.00% No change 30 $3K
Plante Moran Financial Advisors, LLC 0.00% Reduce -83.8% 30 $3K
Synergy Investment Management, LLC 0.00% — 26 $2K
Proffitt & Goodson Inc. 0.00% New 25 $2K
New Millennium Group LLC 0.00% New 25 $2K
Financial Management Professionals, Inc. 0.00% Add +33.3% 16 $1K
Cape Investment Advisory, Inc. 0.00% Reduce -36.0% 16 $1K
NFSG Corp 0.00% No change 16 $1K
West Paces Advisors Inc. 0.00% New 16 $1K
Continuum Advisory, LLC 0.00% Reduce -86.7% 13 $1K
Millstone Evans Group, LLC 0.00% — 12 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Centerpoint Advisors, LLC 0.00% No change 9 $1K
Transamerica Financial Advisors, LLC 0.00% No change 3 $1K
SouthState Bank Corp 0.00% No change 10 $893
Peachtree Investment Partners, LLC 0.00% No change 8 $715
Duncker Streett & Co. Inc. 0.00% No change 7 $625
Sachetta, LLC 0.00% New 6 $538
Arax Advisory Partners 0.00% New 6 $538
Asset Dedication, LLC 0.00% No change 5 $447
Horizon Investments, LLC 0.00% New 5 $447
Beaird Harris Wealth Management, LLC 0.00% No change 5 $447
Lindbrook Capital, LLC 0.00% No change 3 $306
Tradewinds Capital Management, LLC 0.00% No change 1 $90
Coston, McIsaac & Partners 0.00% Reduce -25.0% 3 $0

"% of holder's portfolio" is VTWO's weight in each manager's 13F, not the share of Vanguard Russell 2000 ETF the manager owns.