Vanguard Russell 2000 ETFVTWOETF

13F holders, Q4 2025 (December 31)
660holders +53
69new positions
44sold out
5famous investors
$99.54avg. 13F price*

At the end of Q4 2025, 660 institutions reported holding Vanguard Russell 2000 ETF (VTWO) in their 13F filings, up 53 from Q3 2025. 69 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($2.9B), Morgan Stanley ($876.9M) and Natixis Advisors, LLC ($583.3M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions69$268.2M
Exits44$30.6M

All 13F filers, Q3 2025 → Q4 2025: 12,065,743 shares bought and 3,066,444 shares sold, net +8,999,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 660 holders

Bank of America Corp. 0.21% Add +8.1% 29,521,917 $2.9B
Morgan Stanley 0.05% Add +2.2% 8,811,195 $876.9M
Natixis Advisors, LLC 0.83% Add +5.0% 5,860,950 $583.3M
US Bancorp \de 0.61% Add +7.3% 5,260,478 $523.5M
NEOS Investment Management LLC 2.60% Add +28.7% 4,515,753 $449.4M
Wells Fargo & Company 0.07% Add +1.6% 3,525,185 $350.8M
Goldman Sachs Group Inc. 0.05% Add +72.5% 3,363,174 $334.7M
Envestnet Portfolio Solutions, Inc. 1.09% Add +1.6% 3,109,825 $309.5M
JPMorgan Chase & Co. 0.01% Add +14.9% 1,823,027 $181.4M
UBS Group AG 0.03% Reduce -4.0% 1,535,685 $152.8M
Stifel Financial Corp. 0.13% Reduce -0.3% 1,448,800 $144.2M
Exchange Traded Concepts, LLC 1.01% New 1,216,124 $121.0M
LPL Financial LLC 0.03% Add +5.2% 1,003,399 $99.9M
Jones Financial Companies LLLP 0.06% Reduce -53.3% 976,829 $97.2M
Neuberger Berman Group LLC 0.06% Add +85.3% 838,230 $83.4M
Raymond James Financial Inc. 0.02% Add +4.1% 643,653 $64.1M
Truist Financial Corp. 0.09% Add +44.7% 640,914 $63.8M
HighTower Advisors, LLC 0.07% Add +1219.4% 632,963 $63.0M
Henshaw Capital LLC 2.08% Add +3619.2% 582,050 $57.9M
Ameriprise Financial Inc. 0.01% Reduce -2.5% 566,220 $56.4M
BNP Paribas Financial Markets 0.03% Add +2015.9% 528,965 $52.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 516,485 $51.4M
Envestnet Asset Management Inc. 0.02% Reduce -7.1% 516,386 $51.4M
Evoke Wealth, LLC 0.99% Add +5.1% 515,110 $51.3M
Venturi Wealth Management, LLC 2.04% Reduce -4.2% 461,606 $45.9M
AMG National Trust Bank 0.98% Add +25.7% 417,552 $41.6M
CSM Advisors, LLC 0.98% Add +17.1% 361,752 $36.0M
Fort Washington Investment Advisors Inc. 0.18% Add +0.4% 345,054 $34.3M
Lido Advisors, LLC 0.13% Reduce -0.1% 321,648 $31.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% New 302,000 $30.1M
Royal Bank of Canada 0.01% Add +18.1% 300,943 $29.9M
AE Wealth Management LLC 0.16% Add +3.5% 280,786 $27.9M
Janney Montgomery Scott LLC 0.06% Add +1.1% 275,952 $27.5M
Waverly Advisors, LLC 0.22% Add +1.1% 271,716 $27.0M
IMC-Chicago, LLC 0.42% New 239,506 $23.8M
Red Cedar Investment Management, LLC 2.49% Add +87.2% 231,563 $23.0M
S. R. Schill & Associates 16.02% Reduce -1.3% 228,041 $22.7M
Wesbanco Bank Inc. 0.62% Add +15.3% 226,761 $22.6M
Cetera Investment Advisers 0.02% Add +0.0% 219,660 $21.9M
Nuveen, LLC 0.01% Reduce -25.6% 215,680 $21.5M
Focus Partners Wealth 0.02% Add +88.7% 203,396 $20.2M
Moody National Bank Trust Division 1.85% Add +9.8% 193,160 $19.2M
Osaic Holdings, Inc. 0.03% Add +7.2% 190,729 $19.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.0% 185,892 $18.5M
Rockefeller Capital Management L.P. 0.03% Reduce -2.3% 180,397 $18.0M
First Citizens Bank & Trust Co. 0.35% Add +2.0% 169,324 $16.9M
Alerus Financial NA 0.82% Reduce -1.7% 167,452 $16.7M
Brandywine Asset Management, Inc. 10.93% — 147,940 $15.6M
Commonwealth Equity Services, LLC 0.02% Add +4.0% 156,139 $15.5M
SVB Wealth LLC 0.89% Add +3.0% 151,788 $15.1M
LBMC Investment Advisors, LLC 0.93% Add +0.1% 151,293 $15.1M
Schroder Investment Management Group 0.01% Add +4.2% 149,799 $14.9M
Cadent Capital Advisors, LLC 3.74% Add +4.3% 142,182 $14.1M
MML Investors Services, LLC 0.03% Add +10.3% 141,865 $14.1M
Central Valley Advisors, LLC 4.11% Add +1.2% 138,261 $13.8M
Cresset Asset Management, LLC 0.06% Add +0.5% 134,880 $13.4M
Glenmede Trust Co. NA 0.06% — 132,675 $13.2M
Cibc World Market Inc. 0.02% Reduce -4.5% 127,035 $12.6M
Fusion Capital, LLC 3.54% Add +5.8% 126,346 $12.6M
PNC Financial Services Group, Inc. 0.01% Add +2.1% 123,586 $12.3M
Pathstone Holdings, LLC 0.04% Add +17.1% 116,984 $11.6M
Partners Capital Investment Group, LLP 0.42% Add +0.3% 114,466 $11.4M
Lodestar Private Asset Management LLC 1.06% Add +0.8% 106,085 $10.6M
Litman Gregory Wealth Management LLC 0.75% Reduce -3.0% 103,508 $10.3M
Wellington Management Group LLP 0.00% Add +3.8% 103,462 $10.3M
Zuckerman Investment Group, LLC 0.92% Add +3.0% 103,332 $10.3M
Rockbridge Investment Management, LCC 0.94% Add +22.1% 101,531 $10.1M
Lockheed Martin Investment Management Co. 0.33% No change 100,000 $10.0M
First National Bank of Omaha 0.28% Add +2646.4% 95,657 $9.6M
D.A. Davidson & Co. 0.06% Add +5.2% 95,532 $9.5M
Cerity Partners LLC 0.01% Reduce -1.9% 94,353 $9.4M
Vise Technologies, Inc. 0.18% Add +7.0% 93,231 $9.3M
Corient Private Wealth LP 0.01% Reduce -4.2% 92,355 $9.2M
1900 Wealth Management LLC 0.59% Add +0.0% 92,294 $9.2M
Financial Engines Advisors L.L.C. 0.02% Reduce -4.1% 91,985 $9.2M
First Western Trust Bank 0.43% Add +1.7% 86,903 $8.6M
Comerica Bank 0.03% Reduce -2.9% 86,438 $8.6M
Heritage Investment Group, Inc. 1.28% Reduce -0.8% 84,456 $8.4M
Prairieview Wealth Partners, LLC 7.54% Add +3.5% 83,484 $8.3M
Creative Planning 0.01% Add +22.9% 82,160 $8.2M
Blair William & Co. 0.02% Reduce -5.2% 80,150 $8.0M
EP Wealth Advisors, LLC 0.04% — 78,797 $7.8M
Mariner, LLC 0.01% Add +6.2% 78,693 $7.8M
Thrivent Financial for Lutherans 0.01% Add +73.7% 75,181 $7.5M
Farther Finance Advisors, LLC 0.08% Add +7.8% 73,210 $7.3M
Kingdom Financial Group LLC. 2.15% Add +146.6% 69,827 $6.9M
Rathbones Group PLC 0.03% Add +12.6% 69,370 $6.9M
Mesirow Financial Investment Management, Inc. 0.14% Reduce -2.7% 69,221 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -10.5% 68,898 $6.9M
Baird Financial Group, Inc. 0.01% Add +0.2% 68,739 $6.8M
Choreo, LLC 0.09% Add +9.3% 67,803 $6.8M
First Citizens Asset Management, Inc. 2.32% Reduce -0.5% 66,652 $6.6M
Citadel Advisors 0.00% Add +3.2% 66,293 $6.6M
Financial & Tax Architects, LLC 1.48% Add +56.3% 66,157 $6.6M
Kestra Advisory Services, LLC 0.03% Add +2.9% 63,683 $6.3M
St. Louis Trust Co 0.71% Reduce -0.9% 62,240 $6.2M
Brooklyn FI, LLC 1.27% Add +7.5% 59,540 $5.9M
Operose Advisors LLC 1.37% Add +17259.7% 59,023 $5.9M
LJI Wealth Management, LLC 0.87% Reduce -2.5% 57,218 $5.7M
Windward Private Wealth Management Inc. 1.92% Reduce -2.7% 55,649 $5.5M
Austin Private Wealth, LLC 0.41% Reduce -3.0% 55,410 $5.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +40.5% 53,850 $5.4M
BlackRock, Inc. 0.00% Add +176.7% 53,102 $5.3M
LVW Advisors, LLC 0.53% Reduce -1.2% 52,968 $5.3M
Mercer Global Advisors Inc. 0.01% Reduce -40.7% 51,904 $5.2M
Bank of New York Mellon Corp 0.00% Reduce -2.6% 51,292 $5.1M
CreativeOne Wealth, LLC 0.12% Add +14.8% 50,538 $5.0M
Capstone Financial Advisors, Inc. 0.26% Add +0.1% 49,427 $4.9M
LifeWealth Investments, LLC 1.55% Add +8.5% 49,293 $4.9M
Howard Bailey Securities, LLC 1.92% Add +5.2% 48,910 $4.9M
Brookstone Capital Management 0.05% Add +15.3% 46,915 $4.7M
River's Edge Wealth Management, LLC 4.43% — 42,692 $4.5M
Coldstream Capital Management Inc. 0.06% Add +1.0% 44,176 $4.4M
Steward Partners Investment Advisory, LLC 0.02% Add +20.1% 44,116 $4.4M
Myriad Asset Management Advisors LLC 1.32% — 43,100 $4.3M
Vident Advisory, LLC 0.04% New 43,100 $4.3M
Brucke Financial, Inc. 2.33% Add +4.6% 42,873 $4.3M
NewEdge Advisors, LLC 0.02% Add +143.5% 42,416 $4.2M
SCS Capital Management LLC 0.04% Reduce -8.5% 42,168 $4.2M
Sei Investments Co. 0.00% Add +86.9% 41,793 $4.2M
Foresight Capital Management Advisors, Inc. 2.21% Add +0.8% 41,032 $4.1M
Wealthfront Advisers LLC 0.01% Add +9.5% 40,954 $4.1M
Jump Financial, LLC 0.05% Reduce -22.5% 39,741 $4.0M
Copia Wealth Management 2.73% Add +12.2% 38,431 $3.8M
Stratos Wealth Advisors, LLC 0.18% Reduce -9.8% 38,221 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -5.1% 35,916 $3.7M
Waterloo Capital, L.P. 0.27% New 37,240 $3.7M
Tidal Investments LLC 0.02% Reduce -18.3% 37,194 $3.7M
Koshinski Asset Management, Inc. 0.24% Add +0.1% 36,953 $3.7M
Halbert Hargrove Global Advisors, LLC 0.17% Reduce -4.3% 36,119 $3.6M
Thomist Capital Management, LP 0.98% Add +760.3% 35,710 $3.6M
&partners 0.02% Add +2.4% 35,127 $3.5M
Northern Trust Corp. 0.00% Reduce -18.2% 34,132 $3.4M
Westshore Wealth, LLC 1.11% Add +29.4% 33,483 $3.3M
Prosperity Consulting Group, LLC 0.15% Reduce -44.5% 33,341 $3.3M
Gotham Asset Management 0.01% New 33,103 $3.3M
Citizens Financial Group Inc. 0.04% Add +0.4% 32,930 $3.3M
FMR LLC 0.00% Add +25.8% 32,852 $3.3M
Simon Quick Advisors, LLC 0.14% Add +0.0% 32,734 $3.3M
Aspen Grove Capital, LLC 0.56% No change 32,722 $3.3M
Fire Capital Management LLC 1.61% Add +7.0% 32,526 $3.2M
Global Financial Private Client, LLC 1.13% Reduce -1.6% 32,267 $3.2M
Wealth Dimensions Group, Ltd. 0.63% Add +0.3% 31,910 $3.2M
Brown Advisory Inc. 0.00% No change 31,668 $3.2M
Private Advisor Group, LLC 0.01% Reduce -1.1% 31,512 $3.1M
Foster Group, Inc. 0.09% Reduce -8.6% 31,457 $3.1M
McLean Asset Management Corp 0.56% Reduce -2.8% 29,249 $3.1M
Good Steward Wealth Advisors,LLC 2.03% Add +11.9% 30,855 $3.1M
Curtis Advisory Group, LLC 0.64% Add +0.3% 30,832 $3.1M
D. E. Shaw & Co. 0.00% New 30,374 $3.0M
Headlands Technologies LLC 0.25% New 30,368 $3.0M
Allegiance Financial Group Advisory Services LLC 0.63% Reduce -8.6% 30,176 $3.0M
Park Avenue Securities LLC 0.03% Add +0.9% 30,172 $3.0M
Vilga Financial Planning LLC 2.83% — 29,676 $3.0M
Deutsche Bank AG 0.00% Reduce -5.0% 29,343 $2.9M
Cornerstone Advisors Asset Management, LLC 0.47% Add +0.1% 29,300 $2.9M
Simplicity Wealth,LLC 0.17% Add +1.6% 29,024 $2.9M
F/m Investments LLC 0.11% No change 28,825 $2.9M
New York Life Investment Management LLC 0.02% Add +51.8% 28,294 $2.8M
SoundView Advisors Inc. 0.95% New 27,502 $2.7M
Silvercrest Asset Management Group LLC 0.02% New 27,350 $2.7M
Brown Brothers Harriman & Co. 0.01% Add +0.1% 27,240 $2.7M
Fiducient Advisors LLC 0.33% New 26,403 $2.6M
PKS Advisory Services, LLC 0.60% Reduce -96.4% 26,225 $2.6M
Francis Financial, Inc. 0.50% No change 25,882 $2.6M
Guggenheim Capital LLC 0.02% No change 25,613 $2.5M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.4% 25,455 $2.5M
Vision Capital Management, Inc. 0.30% Add +125.3% 25,337 $2.5M
AQR Capital Management 0.00% Add +13.8% 25,079 $2.5M
GWN Securities Inc. 0.50% Add +17.3% 24,726 $2.5M
Investment Research & Advisory Group, Inc. 0.80% Add +3.4% 24,263 $2.4M
Fifth Third Securities, Inc. 0.16% Reduce -4.1% 24,241 $2.4M
Global Retirement Partners, LLC 0.04% Add +3432.6% 24,198 $2.4M
Quantinno Capital Management LP 0.00% Add +45.3% 24,028 $2.4M
Wealthcare Advisory Partners LLC 0.05% Reduce -1.1% 23,832 $2.4M
Captrust Financial Advisors 0.00% Add +41.0% 23,501 $2.3M
Arete Wealth Advisors, LLC 0.16% Reduce -2.3% 23,417 $2.3M
Principal Financial Group Inc. 0.00% Reduce -5.3% 23,151 $2.3M
Rialto Wealth Management, LLC 0.55% Reduce -6.7% 23,070 $2.3M
Wernau Asset Management Inc. 2.26% Add +2.2% 22,871 $2.3M
Scotia Capital Inc. 0.01% Reduce -0.5% 22,179 $2.2M
Novem Group 0.25% Reduce -2.6% 22,090 $2.2M
Bank of Montreal 0.00% Reduce -7.5% 21,912 $2.2M
180 Wealth Advisors, LLC 0.25% Add +0.2% 21,725 $2.2M
Range Advisory, LLC 0.55% — 21,572 $2.1M
Mgo One Seven LLC 0.04% Add +4.1% 21,543 $2.1M
SMART Wealth LLC 0.64% Add +25.8% 21,085 $2.1M
Main Street Financial Solutions, LLC 0.15% Reduce -60.3% 20,732 $2.1M
Bessemer Group Inc. 0.00% Reduce -5.1% 20,720 $2.1M
Sanctuary Advisors, LLC 0.01% Add +3.8% 20,624 $2.1M
Wakefield Asset Management LLLP 0.56% Add +0.2% 20,619 $2.1M
Ticino Wealth 0.75% — 20,443 $2.0M
Checchi Capital Advisers, LLC 0.13% Add +10.1% 19,365 $1.9M
PFW Advisors LLC 0.58% Reduce -0.3% 19,247 $1.9M
FineMark National Bank & Trust 0.06% Add +5.2% 19,230 $1.9M
Keel Point, LLC 0.12% Reduce -0.5% 19,216 $1.9M
Yelin Lapidot Holdings Management Ltd. 0.38% No change 18,850 $1.9M
Kestra Private Wealth Services, LLC 0.02% Add +4.4% 18,377 $1.8M
Arbor Investment Advisors, LLC 0.23% Reduce -9.3% 17,856 $1.8M
Beacon Bridge Wealth Partners, LLC 0.59% Reduce -8.3% 17,770 $1.8M
Arlington Trust Co LLC 0.18% Reduce -1.1% 17,574 $1.7M
Commerce Bank 0.01% Add +15.7% 17,491 $1.7M
First Hawaiian Bank 0.23% No change 17,438 $1.7M
Signaturefd, LLC 0.03% Reduce -0.0% 17,390 $1.7M
Violich Capital Management, Inc. 0.19% No change 17,000 $1.7M
Fort Point Capital Partners LLC 0.20% Reduce -0.9% 15,680 $1.7M
Renaissance Technologies 0.00% Add +18.2% 16,900 $1.7M
Sunesis Advisors, LLC 0.76% No change 16,790 $1.7M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +5.0% 16,700 $1.7M
Meridian Wealth Advisors, LLC 0.23% No change 16,613 $1.7M
Optima Capital LLC 0.70% New 16,176 $1.6M
BCS Private Wealth Management, Inc. 0.54% Reduce -2.5% 15,950 $1.6M
Absolute Capital Management, LLC 0.57% Reduce -60.1% 15,750 $1.6M
WestHill Financial Advisors, Inc. 0.29% Add +4.7% 15,563 $1.5M
Loomis Sayles & Co. L P 0.00% Reduce -74.2% 15,506 $1.5M
Global Strategic Investment Solutions, LLC 0.15% Reduce -9.0% 15,249 $1.5M
Rainier Family Wealth Inc. 1.14% Add +13.1% 15,247 $1.5M
Strategic Financial Services, Inc. 0.07% No change 14,035 $1.5M
Fischer Financial Services, Inc. 0.39% No change 14,716 $1.5M
Pitcairn Wealth Advisors LLC 0.13% — 14,540 $1.4M
Marble Harbor Investment Counsel, LLC 0.15% No change 14,165 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -0.3% 14,080 $1.4M
Red Tortoise LLC 0.59% Add +84.8% 13,772 $1.4M
Hudson Value Partners, LLC 0.41% Add +2.0% 13,722 $1.4M
Rwa Wealth Partners, LLC 0.01% No change 13,693 $1.4M
OpenArc Corporate Advisory, LLC 0.02% — 13,642 $1.4M
Evolution Wealth Advisors, LLC 0.14% No change 13,535 $1.3M
Prospera Financial Services Inc 0.02% Add +9.3% 13,333 $1.3M
Prudent Man Advisors, LLC 0.48% Reduce -4.0% 13,298 $1.3M
First Manhattan Co. Llc. 0.00% Reduce -0.6% 13,207 $1.3M
Parkside Financial Bank & Trust 0.10% Reduce -8.9% 12,916 $1.3M
Transcend Capital Advisors, LLC 0.10% Add +6.8% 12,707 $1.3M
Old National Bancorp 0.02% Reduce -0.9% 12,698 $1.3M
Perigon Wealth Management, LLC 0.02% Reduce -1.0% 12,641 $1.3M
Eq LLC 0.36% Add +7.9% 12,593 $1.3M
Key Capital Management, INC 1.23% — 12,468 $1.2M
Dorsey & Whitney Trust CO LLC 0.07% Add +21.6% 12,377 $1.2M
NCM Capital Management, LLC 0.46% No change 12,328 $1.2M
Central Bank & Trust Co. 0.19% Add +374.4% 12,288 $1.2M
M&T Bank Corp 0.00% Reduce -17.2% 12,216 $1.2M
Fortis Capital Advisors, LLC 0.18% Add +3.6% 12,189 $1.2M
Belpointe Asset Management LLC 0.04% Add +3.6% 12,189 $1.2M
Cwm, LLC 0.00% Add +13.6% 12,066 $1.2M
Trajan Wealth LLC 0.05% Reduce -6.7% 11,843 $1.2M
Pacific Financial Group Inc. 0.65% New 11,786 $1.2M
Vermillion Wealth Management, Inc. 0.47% Reduce -2.5% 11,569 $1.2M
Matters Capital LLC 0.94% — 11,564 $1.2M
StoneX Group Inc. 0.05% Add +3.3% 11,446 $1.1M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -12.2% 11,432 $1.1M
Gainplan LLC 0.42% Add +4.0% 11,327 $1.1M
Legacy Advisors, LLC 0.12% Reduce -16.4% 11,177 $1.1M
Stephens Inc. 0.01% No change 10,820 $1.1M
Gateway Wealth Partners, LLC 0.12% New 10,619 $1.1M
Jane Street Group, LLC 0.00% New 10,540 $1.0M
Johnson Investment Counsel Inc. 0.01% Add +0.7% 10,433 $1.0M
Cornerstone Wealth Management, LLC 0.05% Add +2.7% 10,267 $1.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Reduce -15.3% 10,231 $1.0M
C M Bidwell & Associates Ltd. 0.48% Add +3.1% 10,163 $1.0M
Kingsview Wealth Management, LLC 0.01% Add +4.7% 10,141 $1.0M
Alliancebernstein L.P. 0.00% Add +0.8% 10,069 $1.0M
Prescott Group Capital Management, L.L.C. 0.09% No change 10,000 $995K
Tennessee Valley Asset Management Partners 0.13% Add +2.3% 9,933 $988K
Golden Road Advisors LLC 0.56% Reduce -1.8% 9,928 $988K
Fairman Group, LLC 0.76% Add +2.5% 9,528 $948K
Flower City Capital 0.48% No change 9,506 $946K
Moneta Group Investment Advisors LLC 0.01% Add +2.5% 9,505 $946K
Webster Bank, N. A. 0.09% Add +5.3% 9,430 $938K
Oppenheimer & Co. Inc. 0.01% Reduce -7.1% 9,278 $923K
RFG Advisory, LLC 0.02% No change 9,213 $917K
Independent Financial Group, LLC 0.02% Add +2.4% 9,201 $916K
Legacy Advisory Services, LLC 0.69% Reduce -0.7% 9,166 $912K
Rhumbline Advisers 0.00% Reduce -91.5% 9,032 $899K
Parr McKnight Wealth Management Group, LLC 0.12% Add +15.2% 9,018 $898K
Wedbush Securities Inc. 0.03% Add +4.7% 8,912 $887K
Guidance Point Advisors, LLC 0.21% Add +0.1% 8,837 $880K
Allegheny Financial Group 0.13% Add +260.2% 8,745 $870K
Bartlett & Co. Wealth Management LLC 0.01% No change 8,655 $861K
Pennington Partners & Co., LLC 0.34% No change 8,508 $847K
DWR Wealth Management, LLC 0.78% — 8,350 $837K
Tobias Financial Advisors, Inc. 0.12% Add +0.1% 8,312 $827K
TAGStone Capital, Inc. 0.31% Add +0.4% 8,232 $819K
Stordahl Capital Management, Inc. 0.17% Reduce -0.1% 8,201 $816K
Summit Global Investments 0.05% Add +100.2% 8,034 $800K
First Bancorp, Inc 0.42% No change 7,997 $796K
Legacy Bridge, LLC 0.32% Add +5.0% 7,932 $789K
Sankala Group LLC 0.63% — 7,454 $788K
DAVENPORT & Co LLC 0.00% Add +1.3% 7,912 $787K
Rather & Kittrell, Inc. 0.13% No change 7,895 $786K
Capital Square, LLC 0.40% Add +157.9% 7,875 $784K
FWG Investments, LLC. 0.50% Add +1.9% 7,845 $781K
Cordatus Wealth Management LLC 0.18% Add +8.2% 7,715 $768K
Monarch Capital Management Inc. 0.18% Add +62.7% 7,561 $752K
Lake Street Private Wealth, LLC 0.09% New 7,558 $752K
AdvisorNet Financial, Inc 0.04% Reduce -2.4% 7,434 $740K
Y.D. More Investments Ltd 0.03% Add +4.0% 7,300 $726K
LPWM LLC 0.18% Add +92.2% 7,214 $718K
O'shaughnessy Asset Management, LLC 0.00% Add +38.1% 7,198 $716K
Beacon Pointe Advisors, LLC 0.01% Add +35.4% 7,193 $716K
Parallel Advisors, LLC 0.01% Reduce -1.7% 7,134 $710K
Equitable Holdings, Inc. 0.00% Add +42.0% 7,084 $705K
Retirement Systems of Alabama 0.00% Reduce -2.3% 7,018 $698K
Pension & Wealth Management Advisors, Inc. 0.21% Reduce -48.8% 7,013 $698K
Pinnacle Financial Partners, Inc. 0.01% — 6,928 $690K
Mosaic Family Wealth Partners, LLC 0.08% No change 6,906 $687K
1834 Investment Advisors Co. 0.09% No change 6,873 $684K
Smartleaf Asset Management LLC 0.03% Add +24.8% 6,779 $680K
Rehmann Capital Advisory Group 0.04% No change 6,777 $674K
Emerald Advisors, LLC 0.09% Reduce -0.0% 6,703 $667K
Keener Financial Planning LLC 0.29% No change 6,706 $667K
Myriad Asset Management US LP 1.09% New 6,532 $650K
GEM Asset Management, LLC 0.29% Add +0.4% 6,278 $648K
B.O.S.S. Retirement Advisors, LLC 0.20% Reduce -64.2% 6,485 $645K
MAI Capital Management 0.00% Add +2.4% 6,480 $645K
DB Fitzpatrick & Co, Inc 0.57% Add +22.6% 6,458 $643K
Blue Bell Private Wealth Management, LLC 0.09% Reduce -5.9% 6,445 $641K
M3 Advisory Group, LLC 0.39% Add +0.0% 6,380 $635K
Integrated Wealth Concepts LLC 0.01% Reduce -8.6% 6,353 $632K
Stratos Wealth Partners, LTD. 0.01% Add +1.3% 6,343 $631K
Accredited Investor Services, LLC 0.42% No change 6,337 $631K
Pines Wealth Management, LLC 0.20% Reduce -0.3% 6,325 $629K
Linscomb Wealth, Inc. 0.03% Reduce -1.8% 6,189 $616K
Bowman & Co S.C. 0.26% Add +0.4% 6,171 $614K
Concurrent Investment Advisors, LLC 0.01% Add +31.0% 6,124 $610K
Westfuller Advisors, LLC 0.25% Add +0.1% 6,100 $607K
TFB Advisors LLC 0.17% Add +15.6% 6,074 $604K
FF Advisors,LLC 0.27% Reduce -1.0% 6,047 $602K
Genesis Private Wealth, LLC 0.19% New 6,007 $598K
Global Wealth Management Investment Advisory, Inc. 0.09% Reduce -5.6% 5,953 $592K
Arkadios Wealth Advisors 0.01% New 5,904 $588K
Avestar Capital, LLC 0.04% No change 5,893 $586K
Caerus Investment Advisors, LLC 0.19% New 5,841 $581K
Federation des caisses Desjardins du Quebec 0.00% Reduce -7.0% 5,793 $577K
Baker Boyer National Bank 0.17% Add +9.9% 5,777 $575K
Marble Wealth, LLC 0.08% — 5,726 $570K
IPG Investment Advisors LLC 0.10% No change 5,679 $565K
Golden State Wealth Management, LLC 0.06% Add +0.5% 5,561 $554K
BBR Partners, LLC 0.03% New 5,539 $551K
SkyOak Wealth, LLC 0.10% No change 5,523 $550K
Quest 10 Wealth Builders, Inc. 0.48% Add +3.6% 5,390 $536K
RKL Wealth Management LLC 0.04% Add +0.4% 5,385 $536K
Sentinel Pension Advisors, LLC 0.08% Add +52.0% 5,373 $535K
Braun-Bostich & Associates Inc. 0.33% Reduce -2.0% 5,350 $532K
PFG Investments, LLC 0.03% Add +0.8% 5,324 $530K
Betterment LLC 0.00% Reduce -7.6% 5,241 $522K
Pine Valley Investments Ltd Liability Co 0.03% Add +1.6% 5,205 $518K
Mutual Advisors, LLC 0.01% Add +0.1% 5,079 $505K
Institute for Wealth Management, LLC. 0.05% No change 5,066 $504K
Savvy Advisors, Inc. 0.02% Add +3.2% 5,027 $500K
Archer Investment Corp 0.11% Reduce -0.3% 5,000 $498K
Susquehanna International Group, LLP 0.00% Reduce -98.4% 4,984 $496K
Lazard Freres Gestion S.A.S. 0.01% Add +13.1% 4,970 $494K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 4,933 $491K
Blue Trust, Inc. 0.01% Add +7.7% 4,908 $488K
Burk Holdings LLC 0.23% No change 4,900 $488K
Foundations Investment Advisors, LLC 0.01% Reduce -4.4% 4,866 $484K
W Advisors, LLC 0.24% No change 4,851 $483K
Curi Capital, LLC 0.01% Add +5.3% 4,815 $479K
Composition Wealth, LLC 0.01% Add +5.1% 4,813 $479K
First Financial Corp. 0.18% No change 4,808 $478K
Edgestream Partners, L.P. 0.01% Add +133.7% 4,801 $478K
Creative Financial Designs Inc. 0.03% Add +8.8% 4,800 $478K
Meitav Investment House Ltd. 0.01% New 4,800 $478K
Fulton Breakefield Broenniman LLC 0.03% Reduce -19.2% 4,759 $474K
Sage Mountain Advisors LLC 0.02% No change 4,722 $470K
Nicolet Advisory Services, LLC 0.03% New 4,438 $469K
Alexander Labrunerie & Co., Inc. 0.17% Reduce -0.6% 4,658 $464K
Bogart Wealth, LLC 0.02% Add +0.4% 4,565 $454K
Ieq Capital, LLC 0.00% Reduce -12.2% 4,528 $451K
Financial Advisors Network, Inc. 0.06% Add +0.0% 4,516 $449K
GTS Securities LLC 0.01% Add +9.8% 4,403 $438K
Savant Capital, LLC 0.00% Add +8.1% 4,377 $436K
Nicolet Bankshares Inc. 0.07% New 4,364 $434K
Mycio Wealth Partners, LLC 0.09% No change 4,360 $434K
Ancora Advisors LLC 0.01% Add +12.7% 4,322 $430K
Americana Partners, LLC 0.01% New 4,307 $429K
Assetmark, Inc. 0.00% Add +3.3% 4,294 $427K
First Commonwealth Financial Corp 0.07% Add +6.1% 4,211 $419K
Lanark Financial, Inc. 0.03% Add +108.5% 4,202 $418K
CIBC Private Wealth Group LLC 0.00% Add +10.4% 4,196 $418K
WASHINGTON TRUST Co 0.01% No change 4,170 $415K
Davidson Trust Co. 0.17% Reduce -8.2% 4,165 $415K
NCP Inc. 0.33% No change 4,162 $414K
North Star Investment Management Corp. 0.03% Add +3.2% 4,155 $413K
F&V Capital Management, LLC 0.09% New 4,123 $410K
Collective Family Office LLC 0.09% No change 4,050 $403K
Uptick Partners, LLC 0.09% Add +49.2% 4,032 $401K
Plimoth Trust Co. LLC 0.09% Reduce -3.4% 4,010 $399K
Valeo Financial Advisors, LLC 0.01% Reduce -17.1% 3,953 $393K
Cary Street Partners Financial LLC 0.01% Reduce -16.6% 3,952 $393K
Ridgepath Capital Management LLC 0.18% No change 3,994 $391K
B. Riley Wealth Advisors, Inc. 0.02% Add +3.0% 3,902 $388K
Aspiriant, LLC 0.01% New 3,875 $386K
Salomon & Ludwin, LLC 0.03% No change 3,773 $385K
Sapient Capital LLC 0.01% Add +4.1% 3,787 $380K
TD Private Client Wealth LLC 0.01% Reduce -4.3% 3,801 $378K
Wedmont Private Capital 0.01% Add +0.4% 3,644 $376K
Arcadia Wealth Management, LLC 0.14% Add +0.1% 3,732 $371K
Robertson Stephens Wealth Management, LLC 0.01% Add +18.8% 3,727 $371K
Phoenix Financial Ltd. 0.00% No change 3,696 $368K
Maseco LLP 0.02% Reduce -2.3% 3,691 $367K
Vanguard Group Inc. 0.00% Add +24.9% 3,667 $365K
SBI Securities Co., Ltd. 0.01% Reduce -4.2% 3,645 $363K
Riggs Asset Managment Co. Inc. 0.07% Reduce -1.5% 3,621 $360K
Sigma Planning Corp 0.01% Add +5.3% 3,593 $358K
SageView Advisory Group, LLC 0.01% Reduce -69.1% 3,566 $355K
Wealthspire Advisors, LLC 0.00% Add +11.2% 3,505 $349K
AlphaCore Capital LLC 0.01% No change 3,399 $338K
Capstone Wealth Management Group, LLC 0.14% New 3,336 $332K
Fort Sheridan Advisors LLC 0.04% No change 3,303 $329K
Timonier Family Office, LTD. 0.10% No change 3,261 $325K
Beacon Financial Advisory LLC 0.07% Reduce -2.3% 3,251 $324K
Meridian Wealth Management, LLC 0.01% Add +6.7% 3,240 $322K
Factor Wealth Management LTD 0.07% Add +10.2% 3,209 $319K
Sentry LLC 0.09% No change 3,200 $318K
Traynor Capital Management, Inc. 0.02% Add +15.3% 3,175 $316K
Financial Partners Group, Inc 0.04% Add +0.1% 2,990 $314K
Sincerus Advisory, LLC 0.25% Reduce -2.8% 3,150 $314K
Whipplewood Advisors, LLC 0.20% Reduce -1.2% 3,146 $313K
Venture Visionary Partners LLC 0.01% No change 3,137 $312K
DUTCH ASSET Corp 0.24% — 3,138 $312K
Level Four Advisory Services, LLC 0.01% New 3,126 $311K
Tranquility Partners, LLC 0.11% No change 3,098 $308K
Franklin Resources Inc. 0.00% Add +29.7% 3,098 $308K
Decker Retirement Planning Inc. 0.15% Add +6.3% 3,085 $307K
Resolute Advisors LLC 0.10% Add +0.4% 3,083 $307K
Wilmington Savings Fund Society, FSB 0.01% No change 3,066 $305K
Corepath Wealth Partners LLC 0.20% No change 2,876 $304K
Centennial Advisors, LLC 0.39% — 3,047 $303K
Ceeto Capital Group, LLC 0.09% No change 3,000 $299K
Carret Asset Management, LLC 0.03% Add +3.9% 2,995 $298K
Main Street Group, LTD 0.10% Add +23.5% 2,995 $298K
Signal Advisors Wealth, LLC 0.02% Reduce -2.9% 2,958 $294K
Brown Financial Advisory 0.15% No change 2,947 $293K
Grantvest Financial Group LLC 0.19% Reduce -1.6% 2,944 $293K
Heck Capital Advisors, LLC 0.02% New 2,925 $291K
Fsa Wealth Partners, Inc. 0.10% Reduce -16.6% 2,856 $284K
Russell Investments Group, Ltd. 0.00% Add +0.7% 2,852 $284K
Flputnam Investment Management Co. 0.00% New 2,843 $283K
Nicholas Hoffman & Company, LLC. 0.01% No change 2,824 $281K
Black Diamond Financial, LLC 0.03% Add +0.4% 2,819 $281K
O'ROURKE & COMPANY, Inc 0.11% Reduce -5.8% 2,779 $277K
ZWJ Investment Counsel Inc. 0.01% Add +3.8% 2,770 $276K
HFG Advisors, Inc. 0.20% No change 2,732 $272K
Circle Wealth Management, LLC 0.00% New 2,731 $272K
Olistico Wealth, LLC 0.13% Reduce -5.7% 2,707 $269K
FLP Wealth Management, LLC 0.63% Add +26.5% 2,686 $267K
CVA Family Office, LLC 0.03% New 2,681 $267K
Swan Global Investments, LLC 0.01% Reduce -3.6% 2,677 $266K
Private Trust Co. NA 0.02% Reduce -4.1% 2,676 $266K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,573 $266K
Regions Financial Corp. 0.00% Add +5.6% 2,671 $266K
A&I Financial Services, LLC 0.12% Reduce -1.7% 2,638 $263K
Texas Permanent School Fund Corp. 0.01% Reduce -0.8% 2,621 $261K
FSA Advisors, Inc. 0.18% New 2,614 $260K
Triad Wealth Partners, LLC 0.02% New 2,601 $259K
Insigneo Advisory Services, LLC 0.02% Reduce -2.4% 2,535 $252K
Orion Porfolio Solutions, LLC 0.00% Add +2.1% 2,524 $251K
MidFirst Bank 0.02% — 2,515 $250K
Rossmore Private Capital 0.02% No change 2,500 $249K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -96.1% 2,497 $249K
Global Wealth Strategies & Associates 0.06% Reduce -30.3% 2,490 $248K
WealthShield Partners, LLC 0.03% Add +10.2% 2,483 $247K
Southland Equity Partners LLC 0.05% Reduce -0.6% 2,454 $244K
Fifth Third Bancorp 0.00% Add +21.1% 2,453 $244K
Brand Asset Management Group, Inc. 0.07% Reduce -14.8% 2,443 $243K
Keudell/Morrison Wealth Management 0.05% — 2,443 $243K
Harbour Investments, Inc. 0.00% Add +4.7% 2,434 $242K
Evernest Financial Advisors, LLC 0.05% Reduce -13.8% 2,236 $241K
Clearstead Advisors, LLC 0.00% Reduce -11.2% 2,414 $240K
Keybank National Association 0.00% Reduce -10.7% 2,385 $237K
J.W. Cole Advisors, Inc. 0.01% Add +0.7% 4,354 $236K
Regatta Capital Group, LLC 0.04% No change 2,375 $236K
Smith, Moore & Co. 0.02% Reduce -0.3% 2,375 $236K
QRG Capital Management, Inc. 0.00% New 2,368 $236K
Flagstar Securities, Inc. 0.08% Add +0.4% 2,341 $233K
National Philanthropic Trust 0.00% New 2,334 $232K
Baron Wealth Management LLC 0.07% No change 2,326 $231K
BSW Wealth Partners 0.03% Add +0.0% 2,304 $229K
Arsenal Capital Advisors LLC 0.16% — 2,302 $229K
Peregrine Asset Advisers, Inc. 0.06% No change 2,268 $226K
Quintet Private Bank (Europe) S.A. 0.01% No change 2,260 $225K
IFP Advisors, Inc 0.01% Reduce -22.7% 2,247 $224K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 2,243 $223K
Strengthening Families & Communities, LLC 0.08% Add +2.5% 2,202 $219K
Thoroughbred Financial Services, LLC 0.01% No change 2,201 $219K
Seelaus Asset Management LLC 0.18% New 2,199 $219K
Hamilton Point Investment Advisors, LLC 0.03% No change 2,190 $218K
Benjamin Edwards Inc. 0.00% New 2,167 $216K
Advisors Capital Management, LLC 0.00% No change 2,148 $214K
Hoge Financial Services, LLC 0.12% Add +0.4% 2,144 $213K
Northside Capital Management, LLC 0.02% No change 2,134 $212K
Inman Jager Wealth Management, LLC 0.13% No change 2,132 $212K
Lloyd Advisory Services, LLC. 0.08% Reduce -0.7% 2,127 $212K
Guardian Wealth Advisors, LLC / NC 0.01% Add +0.2% 2,125 $212K
Zhang Financial LLC 0.01% Add +0.1% 2,115 $210K
Power Wealth Management LLC 0.07% Reduce -10.4% 2,110 $210K
XML Financial, LLC 0.02% New 2,102 $209K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -0.3% 2,098 $209K
626 Financial, LLC 0.09% Add +0.4% 2,097 $209K
Csenge Advisory Group 0.01% New 2,085 $208K
Accredited Investors Inc. 0.01% New 2,084 $207K
Embree Financial Group 0.03% Add +0.1% 2,075 $207K
ASO GROUP Ltd 0.08% — 2,066 $206K
Enclave Advisors LLC 0.03% New 2,068 $206K
Allstreet Capital Advisors LLC 0.15% — 2,039 $203K
Sound View Wealth Advisors Group, LLC 0.01% New 2,027 $202K
Pasadena Private Wealth, LLC 0.03% Reduce -11.8% 2,017 $201K
Gladstone Institutional Advisory LLC 0.01% Reduce -14.6% 2,010 $200K
New Republic Capital, LLC 0.05% No change 1,953 $194K
Larson Financial Group LLC 0.01% Add +1.2% 1,913 $190K
Godfrey Financial Associates, Inc. 0.15% — 1,774 $176K
International Assets Investment Management, LLC 0.01% New 1,753 $175K
Root Financial Partners, LLC 0.01% Add +37.2% 1,707 $170K
Allworth Financial LP 0.00% Add +26.3% 1,670 $166K
Manchester Capital Management LLC 0.02% New 1,664 $166K
Whittier Trust Co. 0.00% No change 1,594 $165K
Spire Wealth Management 0.01% No change 1,561 $155K
Centaurus Financial, Inc. 0.01% Reduce -9.2% 1,490 $148K
Networth Advisors, LLC 0.10% — 1,405 $140K
McMillan Office, Inc. 0.02% — 1,400 $139K
CoreCap Advisors, LLC 0.00% Add +19.3% 1,379 $137K
Ramirez Asset Management, Inc. 0.02% No change 1,332 $133K
Acima Private Wealth, LLC 0.04% No change 1,275 $127K
Atlantic Union Bankshares Corp 0.00% Add +386.0% 1,215 $121K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,141 $114K
Flagship Harbor Advisors, LLC 0.01% New 1,138 $113K
Arcadia Investment Management Corp. 0.02% No change 1,100 $109K
Sterling Capital Management LLC 0.00% Reduce -7.1% 1,067 $106K
Richards, Merrill & Peterson, Inc. 0.04% New 1,038 $103K
Arax Advisory Partners 0.00% New 1,030 $103K
LFA - Lugano Financial Advisors SA 0.05% No change 1,000 $100K
Howe & Rusling Inc. 0.01% Add +0.1% 992 $99K
Hilltop National Bank 0.02% No change 982 $98K
Resources Management Corp. /CT/ 0.01% No change 975 $97K
United Community Bank 0.04% No change 956 $95K
Biltmore Family Office, LLC 0.01% New 943 $94K
NBT Bank, N.A. 0.01% Add +35.8% 398 $90K
Motiv8 Investments LLC 0.05% New 894 $89K
Geneos Wealth Management Inc. 0.00% Add +24.5% 878 $87K
Wellington Grp LLC 0.03% — 848 $84K
Financial Perspectives, Inc 0.02% No change 775 $77K
National Bank of Canada 0.00% Add +20.1% 765 $76K
GAMMA Investing LLC 0.00% No change 761 $76K
REAP Financial Group, LLC 0.01% Reduce -17.5% 722 $72K
Indiana Trust & Investment Management Co 0.02% No change 720 $72K
TD Waterhouse Canada Inc. 0.00% No change 720 $72K
Oakworth Capital, Inc. 0.00% No change 718 $71K
Elevation Wealth Partners, LLC 0.02% Reduce -16.2% 699 $70K
Comprehensive Financial Planning, Inc. 0.05% Add +0.3% 685 $68K
Walsh & Associates, LLC 0.06% — 636 $63K
Key Financial Inc 0.01% No change 634 $63K
Pinnacle Bancorp, Inc. 0.02% Reduce -1.6% 617 $61K
YANKCOM Partnership 0.02% Add +17.8% 589 $59K
HM Payson & Co. 0.00% No change 585 $58K
Sound Income Strategies, LLC 0.00% Add +63.9% 531 $57K
Rakuten Securities, Inc. 0.02% Add +436.8% 569 $57K
Graney & King, LLC 0.03% No change 517 $51K
Adirondack Trust Co. 0.02% No change 514 $51K
EverSource Wealth Advisors, LLC 0.00% Add +241.9% 506 $50K
Signature Equity Partners, LLC 0.03% — 486 $48K
BankPlus Trust Department 0.01% No change 483 $48K
Capital Advisors, Ltd. LLC 0.01% No change 484 $48K
Financial Consulate, Inc. 0.01% Add +9.3% 469 $47K
Kohmann Bosshard Financial Services, LLC 0.00% New 461 $46K
Proathlete Wealth Management LLC 0.01% No change 458 $46K
Abound Wealth Management 0.01% Add +0.4% 457 $45K
Capital Investment Advisory Services, LLC 0.00% Add +12.6% 446 $44K
Greykasell Wealth Strategies, Inc. 0.02% No change 439 $44K
Arbor Wealth Management LLC\AZ 0.03% — 410 $41K
Steigerwald, Gordon & Koch Inc. 0.00% No change 410 $41K
10Elms LLP 0.04% No change 400 $40K
Hanson & Doremus Investment Management 0.00% No change 386 $38K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $36K
Qube Research & Technologies Ltd 0.00% Add +290.1% 355 $35K
HHM Wealth Advisors, LLC 0.00% Add +3.3% 345 $34K
Hilton Head Capital Partners, LLC 0.02% — 343 $34K
Bellevue Asset Management, LLC 0.01% Add +18.0% 335 $33K
Cullen/Frost Bankers, Inc. 0.00% Add +0.3% 318 $32K
Wealth Enhancement Trust Services, Inc. 0.00% — 309 $31K
Rosenberg Matthew Hamilton 0.01% No change 303 $30K
SRH Advisors, LLC 0.01% No change 300 $30K
CENTRAL TRUST Co 0.00% No change 288 $29K
Winnacle Wealth LLC 0.02% New 247 $25K
Rothschild Investment LLC 0.00% No change 242 $24K
EFG International AG 0.00% — 240 $24K
Trifecta Capital Advisors, LLC 0.00% No change 233 $23K
Jackson Hole Capital Partners, LLC 0.00% No change 232 $23K
Tsfg, LLC 0.00% No change 236 $23K
Sunbelt Securities, Inc. 0.00% No change 227 $23K
Versant Capital Management, Inc 0.00% No change 225 $22K
Topsail Wealth Management, LLC 0.00% No change 215 $21K
DecisionPoint Financial, LLC 0.00% New 204 $20K
Ankerstar Wealth, LLC 0.02% — 200 $20K
Independence Bank of Kentucky 0.00% No change 193 $19K
Tucker Asset Management LLC 0.01% New 190 $19K
Country Trust Bank 0.00% No change 184 $18K
Costello Asset Management, INC 0.01% No change 175 $17K
Bard Associates Inc. 0.00% New 168 $17K
Allspring Global Investments Holdings, LLC 0.00% Reduce -34.0% 163 $17K
HighMark Wealth Management LLC 0.01% Add +0.6% 157 $16K
Stone House Investment Management, LLC 0.00% New 154 $15K
N.E.W. Advisory Services LLC 0.00% New 151 $15K
IFC & Insurance Marketing, Inc. 0.01% — 155 $15K
Glassman Wealth Services 0.00% Add +0.7% 146 $15K
Kilter Group LLC 0.01% Add +1.4% 145 $14K
Reyes Financial Architecture, Inc. 0.01% No change 128 $13K
LRI Investments, LLC 0.00% No change 127 $13K
ORG Partners LLC 0.00% Add +1.7% 122 $12K
Evolution Wealth Management Inc. 0.01% Add +35.6% 118 $12K
Broadwater Capital Management LLC 0.01% No change 110 $11K
Quadrant Capital Group LLC 0.00% New 97 $10K
FAS Wealth Partners, Inc. 0.00% Add +132.5% 93 $9K
Benson Wealth Management INC 0.01% — 85 $8K
Trust Co. of Toledo NA 0.00% No change 85 $8K
Motco 0.00% New 84 $8K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 78 $8K
Transamerica Financial Advisors, LLC 0.00% Reduce -1.3% 77 $8K
Triumph Capital Management 0.00% New 72 $7K
Cardiff Park Advisors, LLC 0.00% No change 71 $7K
Kozak & Associates, Inc. 0.00% New 65 $7K
Wolff Wiese Magana LLC 0.00% No change 64 $6K
Cambient Family Office, LLC 0.00% — 62 $6K
1 North Wealth Services LLC 0.00% New 58 $6K
Strategic Investment Solutions, Inc. 0.00% No change 56 $6K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 52 $5K
Birchwood Financial Partners, Inc. 0.01% — 54 $5K
Private Wealth Asset Management, LLC 0.00% New 54 $5K
Farmers & Merchants Investments Inc. 0.00% Reduce -25.0% 54 $5K
VSM Wealth Advisory, LLC 0.00% Reduce -22.6% 48 $5K
Ulland Investment Advisors, LLC 0.00% No change 37 $4K
Rossby Financial, LCC 0.00% No change 38 $4K
Gables Capital Management Inc. 0.00% No change 36 $4K
West Paces Advisors Inc. 0.00% New 35 $3K
Harbor Investment Advisory, LLC 0.00% No change 32 $3K
Tower Research Capital LLC (TRC) 0.00% Add +75.0% 28 $3K
Running Point Capital Advisors, LLC 0.00% No change 26 $3K
Nemes Rush Group LLC 0.00% No change 24 $2K
Clearstead Trust, LLC 0.00% No change 23 $2K
SOA Wealth Advisors, LLC. 0.00% No change 21 $2K
Horizon Investments, LLC 0.00% No change 21 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 20 $2K
WPG Advisers, LLC 0.00% New 20 $2K
Millstone Evans Group, LLC 0.00% No change 19 $2K
Johnson Financial Group, Inc. 0.00% New 18 $2K
Cape Investment Advisory, Inc. 0.00% No change 16 $2K
NFSG Corp 0.00% No change 16 $2K
Keating Financial Advisory Services, Inc. 0.00% — 14 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 13 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Asset Dedication, LLC 0.00% No change 9 $896
New Millennium Group LLC 0.00% No change 7 $697
Wealth Watch Advisors, INC 0.00% No change 7 $697
Bernard Wealth Management Corp. 0.00% No change 7 $697
Duncker Streett & Co. Inc. 0.00% No change 7 $697
CDKV Holdings LLC 0.00% — 6 $598
Beaird Harris Wealth Management, LLC 0.00% No change 5 $498
Glass Jacobson Investment Advisors llc 0.00% Reduce -25.0% 3 $300
Strategic Wealth Partners, Ltd. 0.00% New 1 $106
Tradewinds Capital Management, LLC 0.00% No change 1 $100
Coston, McIsaac & Partners 0.00% No change 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.