Vanguard Russell 2000 ETFVTWOETF

13F holders, Q1 2026 (March 31)
683holders +23
78new positions
48sold out
3famous investors
$100.41avg. 13F price*

At the end of Q1 2026, 683 institutions reported holding Vanguard Russell 2000 ETF (VTWO) in their 13F filings, up 23 from Q4 2025. 78 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($2.4B), UBS Group AG ($1.3B) and Morgan Stanley ($895.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions78$107.4M
Exits48$63.9M

All 13F filers, Q4 2025 → Q1 2026: 25,890,570 shares bought and 13,962,394 shares sold, net +11,928,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 683 holders

Bank of America Corp. 0.17% Reduce -19.3% 23,836,224 $2.4B
UBS Group AG 0.23% Add +734.4% 12,813,599 $1.3B
Morgan Stanley 0.05% Add +1.4% 8,936,601 $895.2M
NEOS Investment Management LLC 3.34% Add +46.3% 6,604,674 $661.6M
US Bancorp \de 0.70% Add +9.5% 5,758,210 $576.8M
Jones Financial Companies LLLP 0.20% Add +329.7% 4,197,675 $412.2M
Wells Fargo & Company 0.08% Add +6.1% 3,740,846 $374.7M
Envestnet Asset Management Inc. 0.10% Add +596.6% 3,597,245 $360.3M
Goldman Sachs Group Inc. 0.04% Reduce -12.6% 2,940,701 $294.6M
Natixis Advisors, LLC 0.41% Reduce -50.2% 2,916,172 $292.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +366.6% 2,409,944 $241.4M
JPMorgan Chase & Co. 0.01% Add +1.8% 1,856,387 $179.6M
Stifel Financial Corp. 0.14% Add +2.1% 1,479,492 $148.2M
Exchange Traded Concepts, LLC 0.98% Add +4.2% 1,266,594 $126.9M
LPL Financial LLC 0.03% Add +6.8% 1,071,219 $107.3M
Neuberger Berman Group LLC 0.07% Add +3.8% 869,900 $87.1M
Raymond James Financial Inc. 0.02% Add +10.3% 709,862 $71.1M
Bank of Montreal 0.03% Add +3042.0% 688,475 $69.0M
Truist Financial Corp. 0.09% Add +6.3% 680,958 $68.2M
Ameriprise Financial Inc. 0.01% Add +3.1% 583,657 $58.8M
Henshaw Capital LLC 2.16% No change 582,050 $58.3M
Evoke Wealth, LLC 1.05% Add +10.8% 570,798 $57.2M
AMG National Trust Bank 1.17% Add +28.7% 537,549 $53.8M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Add +66.2% 502,000 $50.3M
Turim 21 Investimentos Ltda. 12.55% New 116,292 $50.0M
Fort Washington Investment Advisors Inc. 0.26% Add +37.6% 474,675 $47.5M
Venturi Wealth Management, LLC 1.93% Reduce -7.4% 427,634 $42.8M
CSM Advisors, LLC 0.94% Add +5.0% 379,911 $38.1M
Royal Bank of Canada 0.01% Add +18.1% 355,278 $35.6M
Waverly Advisors, LLC 0.24% Add +16.7% 317,000 $31.8M
AE Wealth Management LLC 0.15% Add +0.5% 282,158 $28.3M
Lido Advisors, LLC 0.11% Reduce -13.9% 276,952 $27.7M
BNP Paribas Financial Markets 0.02% Reduce -48.0% 275,000 $27.5M
Janney Montgomery Scott LLC 0.07% Reduce -0.4% 274,867 $27.5M
Wesbanco Bank Inc. 0.76% Add +20.5% 273,187 $27.4M
Nuveen, LLC 0.01% Add +10.5% 238,272 $23.9M
Red Cedar Investment Management, LLC 2.39% Reduce -0.7% 229,942 $23.0M
Cetera Investment Advisers 0.02% Add +0.7% 221,199 $22.2M
Moody National Bank Trust Division 1.93% Add +5.0% 202,789 $20.3M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -93.5% 202,159 $20.3M
Rockefeller Capital Management L.P. 0.04% Add +10.7% 199,774 $20.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +2.6% 190,787 $19.1M
S. R. Schill & Associates 12.89% Reduce -16.4% 190,532 $19.1M
Focus Partners Wealth 0.02% Reduce -12.5% 178,002 $18.4M
Osaic Holdings, Inc. 0.03% Reduce -4.8% 181,525 $18.2M
Glenmede Trust Co. NA 0.08% Add +29.9% 172,286 $17.3M
First Citizens Bank & Trust Co. 0.34% Reduce -3.9% 162,705 $16.3M
Alerus Financial NA 0.80% Reduce -3.4% 161,753 $16.2M
Commonwealth Equity Services, LLC 0.02% Reduce -0.6% 155,241 $15.6M
Brandywine Asset Management, Inc. 11.93% Reduce -0.3% 147,440 $15.0M
LBMC Investment Advisors, LLC 0.91% Reduce -1.3% 149,385 $15.0M
Cerity Partners LLC 0.02% Add +58.0% 149,096 $14.9M
SVB Wealth LLC 0.97% Reduce -3.3% 146,804 $14.7M
Schroder Investment Management Group 0.01% Reduce -2.2% 146,494 $14.7M
Cadent Capital Advisors, LLC 3.78% Add +0.4% 142,813 $14.3M
Fusion Capital, LLC 3.79% Add +11.0% 140,223 $14.0M
Central Valley Advisors, LLC 3.81% Add +0.8% 139,356 $14.0M
Cresset Asset Management, LLC 0.06% Reduce -2.3% 131,800 $13.2M
MML Investors Services, LLC 0.04% Reduce -7.4% 131,377 $13.2M
PNC Financial Services Group, Inc. 0.01% Add +4.9% 129,636 $13.0M
Wellington Management Group LLP 0.00% Add +18.5% 122,559 $12.3M
Cibc World Market Inc. 0.02% Reduce -4.6% 121,144 $12.1M
Pathstone Holdings, LLC 0.05% Add +2.5% 119,862 $12.0M
Rockbridge Investment Management, LCC 1.03% Add +13.2% 114,924 $11.5M
Partners Capital Investment Group, LLP 0.43% Add +0.2% 114,697 $11.5M
Lodestar Private Asset Management LLC 1.07% Add +2.4% 108,634 $10.9M
Beacon Pointe Advisors, LLC 0.06% Add +1403.9% 108,177 $10.8M
Fairfield University 5.30% New 105,648 $10.6M
Zuckerman Investment Group, LLC 0.98% Add +0.7% 104,059 $10.4M
Lockheed Martin Investment Management Co. 0.37% No change 100,000 $10.0M
Vise Technologies, Inc. 0.18% No change 93,231 $9.3M
First Western Trust Bank 0.47% Add +6.3% 92,356 $9.3M
1900 Wealth Management LLC 0.59% Add +0.0% 92,299 $9.2M
Thrivent Financial for Lutherans 0.02% Add +21.7% 91,497 $9.2M
HighTower Advisors, LLC 0.01% Reduce -85.8% 89,914 $9.0M
Creative Planning 0.01% Add +8.2% 88,902 $8.9M
Heritage Investment Group, Inc. 1.33% Add +3.9% 87,765 $8.8M
Fifth Third Bancorp 0.02% Add +3475.6% 87,709 $8.8M
Jane Street Group, LLC 0.01% Add +718.4% 86,256 $8.6M
Prairieview Wealth Partners, LLC 6.99% Add +2.0% 85,134 $8.5M
Corient Private Wealth LP 0.01% Reduce -5.2% 87,534 $8.5M
Blair William & Co. 0.02% Add +3.2% 82,735 $8.3M
First National Bank of Omaha 0.25% Reduce -11.6% 84,606 $8.2M
Financial Engines Advisors L.L.C. 0.02% Reduce -13.1% 79,971 $8.0M
Commerce Bank 0.04% Add +345.1% 77,846 $7.8M
HRT Financial LP 0.02% New 77,394 $7.8M
EP Wealth Advisors, LLC 0.04% Reduce -1.9% 77,269 $7.7M
Farther Finance Advisors, LLC 0.07% Add +4.3% 76,330 $7.7M
Allianz SE 0.08% New 76,000 $7.6M
Mariner, LLC 0.01% Reduce -5.0% 74,783 $7.5M
Kestra Advisory Services, LLC 0.03% Add +17.1% 74,548 $7.5M
Lloyd Advisory Services, LLC. 2.13% Add +3396.7% 74,375 $7.5M
Kingdom Financial Group LLC. 2.13% Add +6.5% 74,375 $7.5M
Financial & Tax Architects, LLC 1.63% Add +10.4% 73,017 $7.3M
Summit Financial Consulting LLC 5.23% New 72,957 $7.3M
Choreo, LLC 0.09% Add +6.2% 71,993 $7.2M
LVW Advisors, LLC 0.69% Add +33.6% 70,784 $7.1M
Mesirow Financial Investment Management, Inc. 0.11% Add +1.8% 70,454 $7.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +26.5% 68,130 $6.8M
Baird Financial Group, Inc. 0.01% Reduce -2.3% 67,152 $6.7M
First Citizens Asset Management, Inc. 2.38% Add +0.4% 66,923 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -5.0% 65,473 $6.6M
Rathbones Group PLC 0.03% Reduce -6.3% 64,984 $6.5M
Brooklyn FI, LLC 1.28% Add +2.2% 60,872 $6.1M
St. Louis Trust Co 0.69% Reduce -4.9% 59,205 $5.9M
LifeWealth Investments, LLC 1.73% Add +17.5% 57,906 $5.8M
LJI Wealth Management, LLC 0.93% Add +1.1% 57,868 $5.8M
Windward Private Wealth Management Inc. 1.92% Reduce -0.2% 55,514 $5.6M
D.A. Davidson & Co. 0.03% Reduce -42.3% 55,162 $5.5M
Gotham Asset Management 0.02% Add +59.6% 52,834 $5.3M
BlackRock, Inc. 0.00% Reduce -0.8% 52,684 $5.3M
Mercer Global Advisors Inc. 0.01% Reduce -0.1% 51,842 $5.2M
River's Edge Wealth Management, LLC 4.63% Add +3.5% 44,163 $4.9M
Brookstone Capital Management 0.06% Add +4.9% 49,198 $4.9M
Capstone Financial Advisors, Inc. 0.27% Reduce -0.5% 49,175 $4.9M
Howard Bailey Securities, LLC 2.01% Reduce -0.5% 48,681 $4.9M
Bank of New York Mellon Corp 0.00% Reduce -5.7% 48,351 $4.8M
Brown Advisory Inc. 0.01% Add +50.8% 47,768 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +182.0% 47,100 $4.7M
CreativeOne Wealth, LLC 0.11% Reduce -7.5% 46,767 $4.7M
FMR LLC 0.00% Add +40.1% 46,015 $4.6M
Copia Wealth Management 3.09% Add +16.9% 44,913 $4.5M
Tidal Investments LLC 0.01% Add +20.3% 44,761 $4.5M
Steward Partners Investment Advisory, LLC 0.02% Add +0.7% 44,405 $4.4M
Coldstream Capital Management Inc. 0.06% Add +0.4% 44,345 $4.4M
Wealthfront Advisers LLC 0.01% Add +6.1% 43,457 $4.4M
NewEdge Advisors, LLC 0.02% Reduce -0.9% 42,027 $4.2M
Foresight Capital Management Advisors, Inc. 2.26% Reduce -1.2% 40,550 $4.1M
Koshinski Asset Management, Inc. 0.25% Add +9.5% 40,470 $4.1M
Brucke Financial, Inc. 2.05% Reduce -5.7% 40,427 $4.0M
&partners 0.02% Add +11.9% 39,324 $3.9M
Fortis Group Advisors, LLC 0.65% New 35,079 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.1% 38,464 $3.9M
New York Life Investment Management LLC 0.03% Add +35.6% 38,373 $3.8M
Operose Advisors LLC 0.88% Reduce -35.6% 38,012 $3.8M
Westshore Wealth, LLC 1.34% Add +13.5% 38,011 $3.8M
Stratos Wealth Advisors, LLC 0.23% Reduce -4.0% 36,681 $3.7M
Private Advisor Group, LLC 0.02% Add +15.0% 36,244 $3.6M
Northern Trust Corp. 0.00% Add +5.4% 35,982 $3.6M
Fire Capital Management LLC 1.61% Add +5.5% 34,302 $3.4M
Prosperity Consulting Group, LLC 0.15% Add +1.8% 33,938 $3.4M
Good Steward Wealth Advisors,LLC 2.15% Add +8.0% 33,334 $3.3M
Global Financial Private Client, LLC 1.09% Add +3.2% 33,287 $3.3M
CIBC Bancorp USA Inc. 0.00% — 33,550 $3.3M
Citizens Financial Group Inc. 0.05% Add +0.0% 32,939 $3.3M
SCS Capital Management LLC 0.03% Reduce -22.1% 32,859 $3.3M
Aspen Grove Capital, LLC 0.64% No change 32,722 $3.3M
Kestra Private Wealth Services, LLC 0.04% Add +73.3% 31,846 $3.2M
Quantinno Capital Management LP 0.01% Add +31.4% 31,584 $3.2M
F/m Investments LLC 0.21% Add +8.8% 31,371 $3.1M
Park Avenue Securities LLC 0.02% Add +3.7% 31,278 $3.1M
Simplicity Wealth,LLC 0.18% Add +6.5% 30,923 $3.1M
Curtis Advisory Group, LLC 0.67% Add +0.1% 30,872 $3.1M
XML Financial, LLC 0.25% Add +1365.8% 30,810 $3.1M
Wealth Dimensions Group, Ltd. 0.60% Reduce -4.5% 30,481 $3.1M
SMART Wealth LLC 0.86% Add +39.7% 29,459 $3.0M
Foster Group, Inc. 0.09% Reduce -7.5% 29,108 $2.9M
Vilga Financial Planning LLC 2.58% Reduce -2.7% 28,864 $2.9M
Cornerstone Advisors Asset Management, LLC 0.44% Reduce -3.0% 28,411 $2.8M
PKS Advisory Services, LLC 0.66% Add +8.1% 28,336 $2.8M
Range Advisory, LLC 0.51% Add +27.1% 27,427 $2.7M
Silvercrest Asset Management Group LLC 0.02% Add +0.2% 27,403 $2.7M
Deutsche Bank AG 0.00% Reduce -6.9% 27,315 $2.7M
Brown Brothers Harriman & Co. 0.01% No change 27,240 $2.7M
McLean Asset Management Corp 0.47% Reduce -8.5% 26,769 $2.7M
Investment Research & Advisory Group, Inc. 0.93% Add +9.4% 26,538 $2.7M
SoundView Advisors Inc. 0.94% Reduce -3.7% 26,493 $2.7M
Allegiance Financial Group Advisory Services LLC 0.52% Reduce -13.7% 26,048 $2.6M
Francis Financial, Inc. 0.48% No change 25,882 $2.6M
Guggenheim Capital LLC 0.02% No change 25,613 $2.6M
Cassaday & Co Wealth Management LLC 0.05% Reduce -1.4% 25,098 $2.5M
GWN Securities Inc. 0.48% Add +1.4% 25,082 $2.5M
AQR Capital Management 0.00% Reduce -2.0% 24,587 $2.5M
Arete Wealth Advisors, LLC 0.18% Add +3.9% 24,339 $2.4M
Fifth Third Securities, Inc. 0.15% Reduce -2.2% 23,711 $2.4M
Jump Financial, LLC 0.04% Reduce -40.8% 23,528 $2.4M
Alliancebernstein L.P. 0.00% Add +134.9% 23,655 $2.4M
Wernau Asset Management Inc. 2.44% Add +2.5% 23,441 $2.3M
Key Capital Management, INC 1.54% Add +87.1% 23,332 $2.3M
Ticino Wealth 0.81% Reduce -5.2% 19,371 $2.3M
Mgo One Seven LLC 0.05% Add +4.2% 22,455 $2.2M
Novem Group 0.25% Reduce -0.1% 22,059 $2.2M
Principal Financial Group Inc. 0.00% Reduce -4.7% 22,054 $2.2M
180 Wealth Advisors, LLC 0.25% Add +0.1% 21,756 $2.2M
Rialto Wealth Management, LLC 0.49% Reduce -6.4% 21,593 $2.2M
Scotia Capital Inc. 0.01% Reduce -3.1% 21,491 $2.2M
Southland Equity Partners LLC 0.42% Add +774.2% 21,452 $2.1M
Checchi Capital Advisers, LLC 0.14% Add +8.7% 21,054 $2.1M
Main Street Financial Solutions, LLC 0.15% Add +0.1% 20,760 $2.1M
Halbert Hargrove Global Advisors, LLC 0.10% Reduce -42.6% 20,743 $2.1M
Forum Finance Group S.A. 1.12% — 25,388 $2.1M
Wealthcare Advisory Partners LLC 0.04% Reduce -14.0% 20,497 $2.1M
Bessemer Group Inc. 0.00% Reduce -1.5% 20,403 $2.0M
Vision Capital Management, Inc. 0.25% Reduce -21.4% 19,914 $2.0M
Captrust Financial Advisors 0.00% Reduce -16.0% 19,748 $2.0M
BCS Private Wealth Management, Inc. 0.59% Add +22.0% 19,455 $1.9M
Rhumbline Advisers 0.00% Add +114.4% 19,367 $1.9M
Wakefield Asset Management LLLP 0.51% Reduce -6.2% 19,336 $1.9M
PFW Advisors LLC 0.61% No change 19,247 $1.9M
Keel Point, LLC 0.13% Reduce -0.3% 19,161 $1.9M
Yelin Lapidot Holdings Management Ltd. 0.39% No change 18,850 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -11.0% 18,359 $1.8M
Arbor Investment Advisors, LLC 0.23% Reduce -1.7% 17,558 $1.8M
Arlington Trust Co LLC 0.15% Reduce -0.4% 17,500 $1.8M
First Hawaiian Bank 0.24% No change 17,438 $1.7M
Optima Capital LLC 0.80% Add +7.0% 17,300 $1.7M
Violich Capital Management, Inc. 0.20% No change 17,000 $1.7M
Meridian Wealth Advisors, LLC 0.22% No change 16,613 $1.7M
Beacon Bridge Wealth Partners, LLC 0.56% Reduce -6.7% 16,583 $1.7M
Rainier Family Wealth Inc. 1.11% Add +8.1% 16,487 $1.7M
Sunesis Advisors, LLC 0.73% Reduce -3.6% 16,182 $1.6M
Sei Investments Co. 0.00% Reduce -61.7% 15,994 $1.6M
Absolute Capital Management, LLC 0.53% Add +0.7% 15,853 $1.6M
Barings LLC 0.03% New 15,737 $1.6M
Fort Point Capital Partners LLC 0.20% Reduce -0.6% 15,580 $1.6M
Prudent Man Advisors, LLC 0.47% Add +17.1% 15,569 $1.6M
NewEdge Wealth, LLC 0.02% Add +10.5% 15,563 $1.6M
Johnson Investment Counsel Inc. 0.01% Add +48.8% 15,526 $1.6M
Smartleaf Asset Management LLC 0.06% Add +133.6% 15,836 $1.5M
Strategic Financial Services, Inc. 0.07% Add +8.4% 15,208 $1.5M
Perigon Wealth Management, LLC 0.03% Add +18.7% 15,008 $1.5M
WestHill Financial Advisors, Inc. 0.28% Reduce -4.4% 14,881 $1.5M
Marble Harbor Investment Counsel, LLC 0.16% Add +4.9% 14,865 $1.5M
Fischer Financial Services, Inc. 0.50% No change 14,716 $1.5M
Global Strategic Investment Solutions, LLC 0.14% Reduce -4.9% 14,496 $1.5M
Loomis Sayles & Co. L P 0.00% Reduce -6.8% 14,450 $1.4M
Pitcairn Wealth Advisors LLC 0.13% No change 14,540 $1.4M
First Manhattan Co. Llc. 0.00% Add +7.0% 14,131 $1.4M
Eq LLC 0.40% Add +11.7% 14,070 $1.4M
Red Tortoise LLC 0.59% Add +1.8% 14,026 $1.4M
Prospera Financial Services Inc 0.02% Add +3.0% 13,731 $1.4M
Rwa Wealth Partners, LLC 0.01% Reduce -0.1% 13,684 $1.4M
Harbour Investments, Inc. 0.02% Add +451.6% 13,425 $1.3M
Transcend Capital Advisors, LLC 0.10% Add +1.1% 12,848 $1.3M
Trajan Wealth LLC 0.05% Add +8.5% 12,848 $1.3M
Evolution Wealth Advisors, LLC 0.13% Reduce -5.4% 12,804 $1.3M
Fortis Capital Advisors, LLC 0.16% Add +2.5% 12,490 $1.3M
Belpointe Asset Management LLC 0.05% Add +2.5% 12,490 $1.3M
OpenArc Corporate Advisory, LLC 0.02% Reduce -9.2% 12,388 $1.2M
NCM Capital Management, LLC 0.44% No change 12,328 $1.2M
M&T Bank Corp 0.00% Add +0.9% 12,322 $1.2M
Gainplan LLC 0.91% Add +7.1% 12,132 $1.2M
Equitable Holdings, Inc. 0.01% Add +70.3% 12,061 $1.2M
Old National Bancorp 0.02% Reduce -6.4% 11,881 $1.2M
Citadel Advisors 0.00% Reduce -82.2% 11,820 $1.2M
Navigate Wealth Management, LLC 0.83% — 10,629 $1.2M
Ashton Thomas Private Wealth, LLC 0.03% Add +2.2% 11,688 $1.2M
Matters Capital LLC 1.03% Add +0.3% 11,595 $1.2M
Vermillion Wealth Management, Inc. 0.46% Reduce -0.5% 11,512 $1.2M
Pacific Financial Group Inc. 0.60% Reduce -5.6% 11,130 $1.1M
Legacy Advisors, LLC 0.13% Reduce -1.0% 11,067 $1.1M
Compound Planning, Inc. 0.03% New 11,057 $1.1M
Sigma Planning Corp 0.03% Add +207.3% 11,041 $1.1M
Capital Square, LLC 0.51% Add +25.6% 9,889 $1.1M
Parkside Financial Bank & Trust 0.08% Reduce -15.9% 10,860 $1.1M
Tennessee Valley Asset Management Partners 0.14% Add +9.2% 10,844 $1.1M
Stephens Inc. 0.01% No change 10,820 $1.1M
Cornerstone Wealth Management, LLC 0.05% Add +4.1% 10,690 $1.1M
Parr McKnight Wealth Management Group, LLC 0.14% Add +17.7% 10,613 $1.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% New 10,305 $1.0M
Kingsview Wealth Management, LLC 0.01% Add +1.3% 10,274 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -17.8% 10,175 $1.0M
Creative Financial Designs Inc. 0.06% Add +110.0% 10,079 $1.0M
Parallel Advisors, LLC 0.02% Add +40.5% 10,026 $1.0M
Prescott Group Capital Management, L.L.C. 0.10% No change 10,000 $1.0M
Webster Bank, N. A. 0.09% Add +5.9% 9,990 $1.0M
O'shaughnessy Asset Management, LLC 0.00% Add +33.1% 9,584 $960K
Golden Road Advisors LLC 0.55% Reduce -4.2% 9,514 $953K
Flower City Capital 0.48% Reduce -0.3% 9,476 $949K
Oppenheimer & Co. Inc. 0.01% Add +1.9% 9,452 $947K
Balyasny Asset Management L.P. 0.00% New 9,400 $942K
Nicolet Bankshares Inc. 0.03% Add +114.1% 9,345 $938K
RFG Advisory, LLC 0.02% Add +1.5% 9,353 $937K
Independent Advisor Alliance 0.01% New 9,319 $934K
Moneta Group Investment Advisors LLC 0.01% Reduce -3.0% 9,216 $923K
LPWM LLC 0.23% Add +26.3% 9,113 $913K
Independent Financial Group, LLC 0.02% Reduce -1.3% 9,080 $910K
Wedbush Securities Inc. 0.03% Add +1.0% 9,001 $902K
TAGStone Capital, Inc. 0.32% Add +8.8% 8,954 $897K
Legacy Bridge, LLC 0.34% Add +11.7% 8,862 $888K
Guidance Point Advisors, LLC 0.22% Add +0.1% 8,842 $886K
Hexagon Capital Partners LLC 0.13% New 8,804 $882K
C M Bidwell & Associates Ltd. 0.41% Reduce -14.2% 8,719 $873K
Monarch Capital Management Inc. 0.21% Add +13.2% 8,561 $858K
Ascentis Wealth Management, LLC 0.18% New 8,541 $856K
Pennington Partners & Co., LLC 0.29% No change 8,508 $852K
Stratos Wealth Partners, LTD. 0.01% Add +33.9% 8,493 $851K
MAI Capital Management 0.00% Add +28.7% 8,337 $835K
Allegheny Financial Group 0.11% Reduce -4.7% 8,336 $835K
Tobias Financial Advisors, Inc. 0.12% Add +0.0% 8,315 $833K
Stordahl Capital Management, Inc. 0.17% Reduce -0.2% 8,185 $820K
Mosaic Family Wealth Partners, LLC 0.08% Add +18.3% 8,170 $818K
GK Wealth Management LLC 0.71% New 8,396 $812K
DWR Wealth Management, LLC 0.71% Add +0.6% 8,396 $812K
Integrated Wealth Concepts LLC 0.01% Add +25.4% 7,969 $798K
Rather & Kittrell, Inc. 0.12% No change 7,895 $791K
StoneX Group Inc. 0.04% Reduce -31.4% 7,849 $786K
Fairman Group, LLC 0.67% Reduce -18.0% 7,812 $783K
First Bancorp, Inc 0.39% Reduce -2.4% 7,807 $782K
Cordatus Wealth Management LLC 0.18% No change 7,715 $773K
DAVENPORT & Co LLC 0.00% Reduce -3.8% 7,612 $762K
Lake Street Private Wealth, LLC 0.10% Add +0.0% 7,560 $757K
FWG Investments, LLC. 0.48% Reduce -3.7% 7,553 $757K
Sankala Group LLC 0.61% No change 7,454 $740K
Baker Boyer National Bank 0.21% Add +21.9% 7,044 $706K
Westfuller Advisors, LLC 0.30% Add +15.1% 7,019 $703K
Retirement Systems of Alabama 0.00% No change 7,018 $703K
DB Fitzpatrick & Co, Inc 0.60% Add +7.7% 6,954 $697K
Concurrent Investment Advisors, LLC 0.01% Add +13.1% 6,928 $694K
1834 Investment Advisors Co. 0.09% No change 6,873 $688K
Lazard Freres Gestion S.A.S. 0.01% Add +38.1% 6,864 $687K
Cary Street Partners Financial LLC 0.02% Add +73.3% 6,847 $686K
Rehmann Capital Advisory Group 0.04% No change 6,777 $679K
FF Advisors,LLC 0.27% No change 6,047 $673K
Pinnacle Financial Partners, Inc. 0.01% Reduce -3.1% 6,714 $673K
Keener Financial Planning LLC 0.28% No change 6,706 $671K
SkyOak Wealth, LLC 0.12% Add +19.4% 6,594 $661K
Blue Bell Private Wealth Management, LLC 0.09% No change 6,445 $646K
M3 Advisory Group, LLC 0.40% Add +0.5% 6,414 $643K
Emerald Advisors, LLC 0.08% Reduce -4.9% 6,376 $639K
Accredited Investor Services, LLC 0.41% No change 6,337 $635K
AdvisorNet Financial, Inc 0.03% Reduce -14.8% 6,333 $634K
GEM Asset Management, LLC 0.28% Add +0.3% 6,294 $631K
Genesis Private Wealth, LLC 0.20% Add +4.0% 6,244 $625K
Pension & Wealth Management Advisors, Inc. 0.19% Reduce -11.1% 6,233 $624K
CoreCap Advisors, LLC 0.02% Add +350.7% 6,215 $623K
Caerus Investment Advisors, LLC 0.26% Add +5.9% 6,188 $620K
Acute Investment Advisory, LLC 6.85% New 6,090 $610K
Linscomb Wealth, Inc. 0.03% Reduce -1.8% 6,078 $609K
Arkadios Wealth Advisors 0.01% Add +2.7% 6,063 $607K
Elevation Point Wealth Partners, LLC 0.01% New 6,037 $605K
Vestmark Advisory Solutions, Inc. 0.01% New 6,037 $605K
Pines Wealth Management, LLC 0.20% Reduce -4.8% 6,021 $603K
Capstone Wealth Management Group, LLC 0.25% Add +80.1% 6,008 $602K
Two Sigma Securities, LLC 0.07% New 5,942 $595K
QRG Capital Management, Inc. 0.01% Add +150.3% 5,928 $594K
Avestar Capital, LLC 0.04% No change 5,893 $590K
Triad Wealth Partners, LLC 0.05% Add +122.6% 5,790 $580K
B.O.S.S. Retirement Advisors, LLC 0.18% Reduce -10.7% 5,789 $580K
Marble Wealth, LLC 0.10% Add +0.1% 5,731 $574K
Federation des caisses Desjardins du Quebec 0.00% Reduce -1.6% 5,703 $571K
IPG Investment Advisors LLC 0.10% No change 5,679 $569K
Global Wealth Management Investment Advisory, Inc. 0.09% Reduce -4.7% 5,673 $568K
Golden State Wealth Management, LLC 0.06% Add +1.1% 5,623 $563K
Foundations Investment Advisors, LLC 0.01% Add +14.4% 5,565 $557K
Betterment LLC 0.00% Add +6.2% 5,564 $557K
Central Bank & Trust Co. 0.09% Reduce -55.1% 5,519 $553K
Savvy Advisors, Inc. 0.01% Add +9.6% 5,508 $552K
Quest 10 Wealth Builders, Inc. 0.48% Add +2.1% 5,504 $551K
RKL Wealth Management LLC 0.05% Add +0.3% 5,399 $541K
Pine Valley Investments Ltd Liability Co 0.03% Add +2.9% 5,355 $536K
Sentinel Pension Advisors, LLC 0.08% Reduce -1.8% 5,279 $529K
Lanark Financial, Inc. 0.04% Add +24.8% 5,243 $525K
Braun-Bostich & Associates Inc. 0.33% Reduce -3.0% 5,189 $520K
Blue Trust, Inc. 0.01% Add +3.9% 5,100 $511K
Institute for Wealth Management, LLC. 0.05% Add +0.5% 5,093 $510K
Trellis Wealth Advisors LLC 0.19% New 5,071 $508K
Signaturefd, LLC 0.01% Reduce -71.0% 5,041 $505K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% Reduce -50.9% 5,026 $503K
Archer Investment Corp 0.11% No change 5,000 $501K
Mutual Advisors, LLC 0.01% Reduce -1.9% 4,985 $499K
GC Wealth Management RIA, LLC 0.02% New 4,985 $499K
Aptus Capital Advisors, LLC 0.00% Add +0.5% 4,958 $497K
Level Four Advisory Services, LLC 0.02% Add +57.5% 4,925 $493K
Burk Holdings LLC 0.21% Add +0.1% 4,903 $491K
Uptick Partners, LLC 0.10% Add +20.6% 4,861 $487K
BBR Partners, LLC 0.03% Reduce -12.4% 4,852 $486K
W Advisors, LLC 0.25% No change 4,851 $486K
MidFirst Bank 0.04% Add +92.6% 4,845 $485K
Cwm, LLC 0.00% Reduce -60.0% 4,832 $484K
First Financial Corp. 0.19% No change 4,808 $482K
HUB Investment Partners, LLC 0.01% New 4,779 $479K
GTS Securities LLC 0.02% Add +8.5% 4,779 $479K
Heck Capital Advisors, LLC 0.04% Add +63.0% 4,768 $478K
Fulton Breakefield Broenniman LLC 0.03% No change 4,759 $477K
Sage Mountain Advisors LLC 0.03% No change 4,722 $473K
Ancora Advisors LLC 0.01% Add +8.9% 4,707 $472K
Alexander Labrunerie & Co., Inc. 0.17% Reduce -1.3% 4,597 $460K
Ieq Capital, LLC 0.00% Add +0.7% 4,560 $457K
Financial Advisors Network, Inc. 0.06% Add +0.0% 4,517 $452K
Curi Capital, LLC 0.01% Reduce -6.3% 4,514 $452K
Savant Capital, LLC 0.00% Add +2.9% 4,502 $451K
Americana Partners, LLC 0.01% Add +3.4% 4,453 $446K
J.W. Cole Advisors, Inc. 0.02% Add +2.2% 4,451 $446K
Quotient Wealth Partners, LLC 0.01% New 4,421 $443K
Mycio Wealth Partners, LLC 0.09% No change 4,360 $437K
Assetmark, Inc. 0.00% Add +1.1% 4,339 $435K
Aspiriant, LLC 0.01% Add +11.7% 4,328 $434K
Bogart Wealth, LLC 0.02% Reduce -6.3% 4,275 $428K
PFG Investments, LLC 0.02% Reduce -19.9% 4,263 $427K
SageView Advisory Group, LLC 0.02% Add +19.5% 4,260 $427K
North Star Investment Management Corp. 0.03% Add +2.3% 4,251 $426K
Wealthspire Advisors, LLC 0.00% Add +21.0% 4,241 $425K
WASHINGTON TRUST Co 0.01% No change 4,170 $418K
Patriot Financial Group Insurance Agency, LLC 0.02% Add +97.8% 4,150 $416K
Collective Family Office LLC 0.09% No change 4,050 $406K
Ridgepath Capital Management LLC 0.20% No change 3,994 $400K
Composition Wealth, LLC 0.01% Reduce -17.3% 3,982 $399K
First Commonwealth Financial Corp 0.06% Reduce -5.7% 3,970 $398K
Davidson Trust Co. 0.17% Reduce -5.6% 3,930 $394K
TD Private Client Wealth LLC 0.01% Add +3.0% 3,915 $392K
Advisor OS, LLC 0.03% New 3,851 $386K
Wedmont Private Capital 0.01% Add +0.3% 3,653 $384K
Vanguard Advisers Inc. 0.00% — 3,820 $383K
Sapient Capital LLC 0.01% No change 3,787 $379K
Merit Financial Group, LLC 0.00% New 3,771 $378K
DUTCH ASSET Corp 0.25% Add +19.5% 3,750 $376K
Robertson Stephens Wealth Management, LLC 0.01% No change 3,727 $373K
Plimoth Trust Co. LLC 0.08% Reduce -7.4% 3,712 $372K
Valeo Financial Advisors, LLC 0.01% Reduce -6.3% 3,704 $371K
Maseco LLP 0.01% Add +0.2% 3,700 $371K
Salomon & Ludwin, LLC 0.03% Reduce -3.8% 3,628 $368K
Arcadia Wealth Management, LLC 0.13% Reduce -1.7% 3,669 $367K
Meridian Wealth Management, LLC 0.01% Add +12.1% 3,633 $364K
Private Trust Co. NA 0.03% Add +33.9% 3,583 $359K
Gateway Wealth Partners, LLC 0.01% Reduce -67.0% 3,506 $351K
Russell Investments Group, Ltd. 0.00% Add +22.2% 3,486 $349K
SBI Securities Co., Ltd. 0.01% Reduce -4.9% 3,468 $347K
Fort Sheridan Advisors LLC 0.04% No change 3,303 $331K
Sincerus Advisory, LLC 0.25% Add +4.7% 3,299 $330K
Riggs Asset Managment Co. Inc. 0.07% Reduce -9.8% 3,268 $327K
Black Diamond Financial, LLC 0.04% Add +15.5% 3,256 $326K
Titleist Asset Management, LLC 0.02% New 3,233 $324K
Whipplewood Advisors, LLC 0.17% Add +2.6% 3,229 $323K
Factor Wealth Management LTD 0.06% Add +0.1% 3,212 $322K
Spectrum Advisors, Inc. 0.25% — 3,211 $322K
Decker Retirement Planning Inc. 0.15% Add +3.8% 3,202 $321K
Beacon Financial Advisory LLC 0.07% Reduce -3.5% 3,137 $314K
Venture Visionary Partners LLC 0.01% No change 3,137 $314K
Traynor Capital Management, Inc. 0.02% Add +1.9% 3,235 $313K
AlphaCore Capital LLC 0.01% Reduce -8.4% 3,112 $312K
Resolute Advisors LLC 0.13% Add +0.3% 3,091 $310K
World Investment Advisors 0.00% New 3,061 $307K
Tranquility Partners, LLC 0.12% Reduce -1.6% 3,048 $305K
Centennial Advisors, LLC 0.39% Reduce -0.4% 3,034 $304K
Corepath Wealth Partners LLC 0.20% No change 2,876 $303K
Carret Asset Management, LLC 0.03% Add +0.8% 3,020 $303K
Ceeto Capital Group, LLC 0.09% No change 3,000 $301K
Financial Partners Group, Inc 0.04% Add +0.1% 2,992 $300K
Atria Investments, Inc 0.00% New 2,977 $298K
FLP Wealth Management, LLC 0.61% Add +9.8% 2,950 $296K
Regions Financial Corp. 0.00% Add +10.4% 2,949 $295K
Brown Financial Advisory 0.15% No change 2,947 $295K
Focused Alpha, LLC 0.09% New 2,893 $290K
Grantvest Financial Group LLC 0.19% Reduce -1.9% 2,888 $289K
ZWJ Investment Counsel Inc. 0.01% Add +3.6% 2,870 $287K
Fsa Wealth Partners, Inc. 0.14% Add +0.3% 2,864 $287K
Signal Advisors Wealth, LLC 0.02% Reduce -3.5% 2,856 $286K
Nicholas Hoffman & Company, LLC. 0.01% No change 2,824 $283K
Clearstead Advisors, LLC 0.00% Add +13.4% 2,737 $274K
Flputnam Investment Management Co. 0.00% Reduce -4.4% 2,719 $272K
HFG Advisors, Inc. 0.19% Reduce -0.8% 2,710 $271K
CVA Family Office, LLC 0.03% Add +0.3% 2,688 $269K
Unique Wealth, LLC 0.04% New 2,675 $268K
O'ROURKE & COMPANY, Inc 0.11% Reduce -4.1% 2,665 $267K
A&I Financial Services, LLC 0.13% Add +1.0% 2,665 $267K
Keudell/Morrison Wealth Management 0.05% Add +9.1% 2,664 $267K
Gateway Investment Advisers LLC 0.00% New 2,657 $266K
Shaker Financial Services, LLC 0.09% New 2,629 $263K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,573 $262K
Olistico Wealth, LLC 0.13% Reduce -4.1% 2,597 $260K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 2,557 $256K
Evernest Financial Advisors, LLC 0.05% Add +2.0% 2,280 $255K
WealthShield Partners, LLC 0.03% Add +2.5% 2,546 $255K
Swan Global Investments, LLC 0.01% Reduce -5.6% 2,527 $253K
FSA Advisors, Inc. 0.17% Reduce -3.4% 2,526 $253K
Rossmore Private Capital 0.02% No change 2,500 $250K
Apollon Wealth Management, LLC 0.00% New 2,498 $250K
Pasadena Private Wealth, LLC 0.03% Add +19.7% 2,414 $242K
Brand Asset Management Group, Inc. 0.06% Reduce -1.4% 2,410 $241K
Keybank National Association 0.00% No change 2,385 $239K
Csenge Advisory Group 0.01% Add +14.2% 2,380 $238K
Visionary Horizons, LLC 0.12% New 2,378 $238K
Regatta Capital Group, LLC 0.04% No change 2,375 $238K
Smith, Moore & Co. 0.02% No change 2,375 $238K
Zhang Financial LLC 0.01% Add +11.6% 2,360 $236K
AssuredPartners Investment Advisors, LLC 0.03% New 2,303 $235K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -6.8% 2,326 $233K
Baron Wealth Management LLC 0.07% No change 2,326 $233K
Accredited Investors Inc. 0.01% Add +11.6% 2,326 $233K
Main Street Group, LTD 0.07% Reduce -22.9% 2,310 $231K
Harvest Investment Advisors, LLC 0.13% New 2,305 $231K
Benjamin Edwards Inc. 0.00% Add +6.1% 2,300 $230K
Flagstar Securities, Inc. 0.08% Reduce -2.6% 2,279 $228K
Peregrine Asset Advisers, Inc. 0.06% No change 2,268 $227K
Quintet Private Bank (Europe) S.A. 0.02% No change 2,260 $226K
Arsenal Capital Advisors LLC 0.16% Reduce -1.9% 2,259 $226K
IFP Advisors, Inc 0.00% Add +0.3% 2,253 $226K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 2,243 $225K
Silver Oak Securities, Incorporated 0.02% New 2,239 $224K
Shelton Capital Management 0.00% New 2,217 $222K
ForthRight Wealth Management, LLC 0.06% New 2,204 $221K
Thoroughbred Financial Services, LLC 0.01% No change 2,201 $220K
Franklin Resources Inc. 0.00% Reduce -29.5% 2,185 $219K
Guardian Wealth Advisors, LLC / NC 0.01% Add +1.2% 2,150 $215K
Advisors Capital Management, LLC 0.00% No change 2,148 $215K
Insigneo Advisory Services, LLC 0.02% Reduce -15.8% 2,135 $214K
Northside Capital Management, LLC 0.02% No change 2,134 $214K
Inman Jager Wealth Management, LLC 0.12% No change 2,132 $214K
Sentry LLC 0.07% Reduce -33.4% 2,132 $214K
Power Wealth Management LLC 0.08% No change 2,110 $211K
EFG International AG 0.00% Add +765.8% 2,078 $209K
Advisor Resource Council 0.08% New 2,084 $209K
Sequoia Financial Advisors, LLC 0.00% New 2,084 $209K
Embree Financial Group 0.02% Add +0.1% 2,077 $208K
626 Financial, LLC 0.09% Reduce -1.1% 2,074 $208K
Enclave Advisors LLC 0.03% Add +0.3% 2,074 $208K
ASO GROUP Ltd 0.09% No change 2,066 $207K
Global Wealth Strategies & Associates 0.05% Reduce -17.9% 2,043 $205K
Allstreet Capital Advisors LLC 0.15% No change 2,039 $204K
Waters Parkerson & Co., LLC 0.01% New 2,030 $203K
Root Financial Partners, LLC 0.01% Add +18.8% 2,027 $203K
Wealth Advisory Solutions, LLC 0.05% New 2,019 $202K
Krilogy Financial LLC 0.01% New 1,854 $202K
Sound View Wealth Advisors Group, LLC 0.01% Reduce -0.5% 2,017 $202K
Advance Capital Management, Inc. 0.01% New 2,014 $202K
Oxinas Partners, LLC 0.09% New 2,010 $201K
Ellerson Group Inc. 0.13% New 2,000 $200K
Oceanside Advisors LLC 0.11% New 2,000 $200K
New Republic Capital, LLC 0.07% Add +0.4% 1,960 $196K
Y.D. More Investments Ltd 0.01% Reduce -74.0% 1,900 $190K
Godfrey Financial Associates, Inc. 0.15% Add +0.4% 1,781 $178K
Salem Investment Counselors Inc. 0.01% New 1,750 $175K
International Assets Investment Management, LLC 0.01% Reduce -1.6% 1,724 $174K
Manchester Capital Management LLC 0.02% No change 1,664 $167K
Centaurus Financial, Inc. 0.01% Add +10.1% 1,641 $164K
Whittier Trust Co. 0.00% No change 1,594 $163K
Allworth Financial LP 0.00% Reduce -5.6% 1,577 $158K
Spire Wealth Management 0.01% Reduce -2.3% 1,525 $153K
Larson Financial Group LLC 0.00% Reduce -20.6% 1,519 $152K
McMillan Office, Inc. 0.02% No change 1,400 $140K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% New 1,365 $137K
Networth Advisors, LLC 0.10% Reduce -3.3% 1,359 $136K
Strategic Advisory Partners, LLC 0.11% New 1,352 $135K
EverSource Wealth Advisors, LLC 0.00% Add +167.2% 1,352 $135K
Ramirez Asset Management, Inc. 0.02% No change 1,332 $133K
Acima Private Wealth, LLC 0.04% No change 1,275 $128K
Geneos Wealth Management Inc. 0.00% Add +42.0% 1,247 $125K
Atlantic Union Bankshares Corp 0.00% No change 1,215 $122K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,141 $114K
National Bank of Canada 0.00% Add +40.1% 1,072 $107K
Richards, Merrill & Peterson, Inc. 0.04% No change 1,038 $104K
Arax Advisory Partners 0.00% No change 1,030 $103K
Pinnacle Bancorp, Inc. 0.03% Add +66.1% 1,025 $103K
Sterling Capital Management LLC 0.00% Reduce -4.9% 1,015 $102K
LFA - Lugano Financial Advisors SA 0.05% No change 1,000 $100K
Hilltop National Bank 0.02% No change 982 $98K
Resources Management Corp. /CT/ 0.01% No change 975 $98K
Mather Group, Llc. 0.00% New 978 $98K
NBT Bank, N.A. 0.01% Add +142.7% 966 $97K
United Community Bank 0.03% No change 956 $96K
Ascentis Independent Advisors 0.01% New 839 $84K
Qube Research & Technologies Ltd 0.00% Add +132.7% 826 $83K
Financial Perspectives, Inc 0.02% No change 775 $78K
GAMMA Investing LLC 0.00% No change 761 $76K
Adirondack Trust Co. 0.03% Add +45.7% 749 $75K
TD Waterhouse Canada Inc. 0.00% No change 720 $73K
REAP Financial Group, LLC 0.01% No change 722 $72K
Indiana Trust & Investment Management Co 0.02% No change 720 $72K
Oakworth Capital, Inc. 0.00% No change 718 $72K
Howe & Rusling Inc. 0.00% Reduce -28.4% 710 $71K
Sfam, LLC 0.07% New 708 $71K
Arcadia Investment Management Corp. 0.01% Reduce -36.4% 700 $70K
Elevation Wealth Partners, LLC 0.03% No change 699 $70K
Comprehensive Financial Planning, Inc. 0.05% Add +0.3% 687 $69K
DHJJ Financial Advisors, Ltd. 0.02% New 679 $68K
Walsh & Associates, LLC 0.06% No change 636 $64K
Key Financial Inc 0.01% No change 634 $64K
Strengthening Families & Communities, LLC 0.02% Reduce -71.3% 631 $63K
Sound Income Strategies, LLC 0.00% Add +11.3% 591 $60K
YANKCOM Partnership 0.02% No change 589 $59K
HM Payson & Co. 0.00% No change 585 $59K
Napier Financial, LLC 0.01% New 560 $56K
Citigroup Inc. 0.00% New 557 $56K
Vanguard National Trust Co 0.00% — 523 $52K
Graney & King, LLC 0.03% No change 517 $52K
Wilmington Savings Fund Society, FSB 0.00% Reduce -83.1% 517 $52K
Advisory Services Network, LLC 0.00% New 488 $49K
Signature Equity Partners, LLC 0.03% Add +0.2% 487 $49K
BankPlus Trust Department 0.01% No change 483 $48K
Capital Advisors, Ltd. LLC 0.01% No change 484 $48K
Wellington Grp LLC 0.01% Reduce -44.3% 472 $47K
Financial Consulate, Inc. 0.01% No change 469 $47K
Proathlete Wealth Management LLC 0.01% No change 458 $46K
Abound Wealth Management 0.01% No change 457 $46K
Marshall Investment Management, LLC 0.02% New 447 $45K
Midway Capital Research & Management 0.04% New 440 $44K
Greykasell Wealth Strategies, Inc. 0.02% No change 439 $44K
Steigerwald, Gordon & Koch Inc. 0.00% No change 410 $41K
10Elms LLP 0.03% No change 400 $40K
Capital Investment Advisory Services, LLC 0.00% Reduce -11.2% 396 $40K
Hanson & Doremus Investment Management 0.00% No change 386 $39K
BOK Financial Private Wealth, Inc. 0.00% No change 360 $36K
Hilton Head Capital Partners, LLC 0.02% No change 343 $34K
Bellevue Asset Management, LLC 0.02% No change 335 $34K
HHM Wealth Advisors, LLC 0.00% Reduce -3.2% 334 $33K
Pinney & Scofield, Inc. 0.02% New 331 $33K
Founders Financial Alliance, LLC 0.01% New 330 $33K
Cullen/Frost Bankers, Inc. 0.00% No change 318 $32K
Tower Research Capital LLC (TRC) 0.00% Add +1014.3% 312 $31K
Wealth Enhancement Trust Services, Inc. 0.00% No change 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
Synergy Investment Management, LLC 0.01% New 254 $25K
Tsfg, LLC 0.00% No change 236 $24K
Trifecta Capital Advisors, LLC 0.00% No change 233 $23K
Jackson Hole Capital Partners, LLC 0.00% No change 232 $23K
Versant Capital Management, Inc 0.00% No change 225 $23K
Topsail Wealth Management, LLC 0.00% No change 215 $22K
Ankerstar Wealth, LLC 0.02% No change 200 $20K
Rothschild Investment LLC 0.00% Reduce -19.0% 196 $20K
Register Financial Advisors LLC 0.01% New 194 $19K
Independence Bank of Kentucky 0.00% No change 193 $19K
Country Trust Bank 0.00% No change 184 $18K
FAS Wealth Partners, Inc. 0.00% Add +94.6% 181 $18K
Costello Asset Management, INC 0.01% No change 175 $18K
Bard Associates Inc. 0.00% No change 168 $17K
Biltmore Family Office, LLC 0.00% Reduce -83.1% 159 $16K
Allspring Global Investments Holdings, LLC 0.00% Reduce -3.7% 157 $16K
HighMark Wealth Management LLC 0.01% No change 157 $16K
N.E.W. Advisory Services LLC 0.00% Add +0.7% 152 $15K
Kilter Group LLC 0.01% Reduce -0.7% 144 $14K
Rakuten Securities, Inc. 0.01% Reduce -74.7% 144 $14K
Innovative Asset Advisors Group, LLC 0.01% — 135 $13K
Reyes Financial Architecture, Inc. 0.01% No change 128 $13K
LRI Investments, LLC 0.00% No change 127 $13K
DecisionPoint Financial, LLC 0.00% Reduce -40.7% 121 $12K
Redwood Park Advisors LLC 0.01% New 118 $12K
Evolution Wealth Management Inc. 0.01% No change 118 $12K
MBM Wealth Consultants, LLC 0.00% New 118 $12K
Broadwater Capital Management LLC 0.01% No change 110 $11K
Horizon Investments, LLC 0.00% Add +385.7% 102 $10K
SYM FINANCIAL Corp 0.00% New 98 $10K
Rexford Capital Inc. 0.01% New 91 $9K
Darwin Wealth Management, LLC 0.00% New 90 $9K
Financial Life Planners 0.01% New 89 $9K
Benson Wealth Management INC 0.01% No change 85 $9K
Trust Co. of Toledo NA 0.00% No change 85 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 78 $8K
Sunbelt Securities, Inc. 0.00% Reduce -66.5% 76 $8K
Princeton Global Asset Management LLC 0.00% New 74 $7K
Triumph Capital Management 0.00% No change 72 $7K
Cardiff Park Advisors, LLC 0.00% No change 71 $7K
Capital Analysts, LLC 0.00% New 70 $7K
Wolff Wiese Magana LLC 0.00% No change 64 $6K
VSM Wealth Advisory, LLC 0.00% Add +29.2% 62 $6K
Cambient Family Office, LLC 0.00% No change 62 $6K
Silver Grove Financial Group, Inc. 0.00% New 58 $6K
1 North Wealth Services LLC 0.00% No change 58 $6K
Glassman Wealth Services 0.00% Reduce -61.0% 57 $6K
Strategic Investment Solutions, Inc. 0.00% No change 56 $6K
Birchwood Financial Partners, Inc. 0.01% No change 54 $5K
Private Wealth Asset Management, LLC 0.00% No change 54 $5K
Farmers & Merchants Investments Inc. 0.00% No change 54 $5K
Nemes Rush Group LLC 0.00% Add +120.8% 53 $5K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 52 $5K
Motco 0.00% Reduce -44.0% 47 $5K
Anchor Investment Management, LLC 0.00% New 41 $4K
Ulland Investment Advisors, LLC 0.00% Add +2.7% 38 $4K
Rossby Financial, LCC 0.00% No change 38 $4K
Gables Capital Management Inc. 0.00% No change 36 $4K
Duncker Streett & Co. Inc. 0.00% Add +400.0% 35 $4K
Millstone Evans Group, LLC 0.00% Add +52.6% 29 $3K
Clearstead Trust, LLC 0.00% No change 23 $2K
SOA Wealth Advisors, LLC. 0.00% No change 21 $2K
WPG Advisers, LLC 0.00% No change 20 $2K
Curio Wealth, LLC 0.00% New 17 $2K
NFSG Corp 0.00% No change 16 $2K
West Paces Advisors Inc. 0.00% Reduce -54.3% 16 $2K
Private Wealth Management Group, LLC 0.00% New 15 $2K
Keating Financial Advisory Services, Inc. 0.00% No change 14 $1K
Central Pacific Bank - Trust Division 0.00% No change 12 $1K
Bernard Wealth Management Corp. 0.00% No change 7 $702
CDKV Holdings LLC 0.00% No change 6 $602
Talon Private Wealth, LLC 0.00% — 5 $564
Twin Peaks Wealth Advisors, LLC 0.00% New 5 $501
Asset Dedication, LLC 0.00% Reduce -44.4% 5 $501
Beaird Harris Wealth Management, LLC 0.00% No change 5 $501
Frazier Financial Advisors, LLC 0.00% New 4 $402
Glass Jacobson Investment Advisors llc 0.00% No change 3 $303
Tradewinds Capital Management, LLC 0.00% No change 1 $101
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.