Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q1 2024 (March 31)1,044holders
2famous investors
$239.56avg. 13F price*
At the end of Q1 2024, 1,044 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings. The largest holders were Jones Financial Companies LLLP ($4.0B), Creative Planning ($3.1B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.6B). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vngrd Mrgstr LRG-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908637
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $569.8M |
| Exits | 59 | $93.9M |
Ownership 1,044 holders
| Jones Financial Companies LLLP | 5.49% | Add +0.9% | 16,809,204 | $4.0B |
| Creative Planning | 3.41% | Reduce -1.3% | 12,831,108 | $3.1B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 16.58% | No change | 6,543,317 | $1.6B |
| Vanguard Group Inc. | 0.02% | Add +4.1% | 3,191,982 | $765.3M |
| Bank of America Corp. | 0.08% | Add +0.3% | 3,175,210 | $761.3M |
| Morgan Stanley | 0.05% | Add +0.4% | 2,660,953 | $638.0M |
| Northwestern Mutual Wealth Management Co. | 0.62% | Reduce -1.1% | 2,500,675 | $599.6M |
| PNC Financial Services Group, Inc. | 0.36% | Add +1.6% | 2,132,290 | $511.2M |
| UBS Group AG | 0.17% | Reduce -0.3% | 2,132,149 | $511.2M |
| FMR LLC | 0.03% | Reduce -1.3% | 1,651,588 | $396.0M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +157.7% | 1,466,699 | $351.7M |
| Johnson Financial Group, LLC | 42.48% | Add +4.5% | 1,403,922 | $336.6M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -5.4% | 1,361,687 | $326.5M |
| Wells Fargo & Company | 0.08% | Add +1.7% | 1,251,380 | $300.0M |
| Axxcess Wealth Management, LLC | 7.54% | Reduce -0.7% | 1,108,311 | $265.7M |
| Capital Asset Advisory Services LLC | 15.08% | Reduce -0.8% | 1,106,132 | $263.3M |
| Tiaa Trust, National Association | 0.78% | Add +122.8% | 1,069,270 | $256.4M |
| Balentine LLC | 7.46% | New | 1,043,016 | $250.1M |
| Moneta Group Investment Advisors LLC | 4.00% | Add +3.3% | 1,023,491 | $245.4M |
| Pathstone Holdings, LLC | 0.99% | Reduce -3.2% | 878,878 | $210.7M |
| Wealthfront Advisers LLC | 0.72% | Reduce -2.5% | 855,397 | $205.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -4.3% | 777,970 | $186.7M |
| Royal Bank of Canada | 0.04% | Reduce -3.1% | 696,392 | $167.0M |
| Wealthquest Corp | 17.88% | Reduce -7.3% | 696,075 | $166.9M |
| LPL Financial LLC | 0.09% | Add +2.7% | 689,312 | $165.3M |
| Cresset Asset Management, LLC | 0.75% | Add +3.9% | 639,058 | $153.2M |
| JFG Wealth Management, LLC | 40.88% | Add +5.9% | 635,753 | $152.4M |
| Voya Financial Advisors, Inc. | 15.95% | Add +0.7% | 581,122 | $139.7M |
| Bleakley Financial Group, LLC | 4.04% | Add +3.2% | 581,897 | $139.5M |
| Simplicity Wealth,LLC | 3.32% | New | 581,891 | $139.5M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Reduce -1.2% | 547,281 | $131.2M |
| Samlyn Capital, LLC | 2.21% | Reduce -47.9% | 529,766 | $127.0M |
| Coldstream Capital Management Inc. | 3.12% | Reduce -3.6% | 512,488 | $122.9M |
| Signaturefd, LLC | 2.37% | Reduce -1.8% | 467,799 | $112.2M |
| Wealthspire Advisors, LLC | 1.42% | Reduce -3.8% | 443,427 | $106.3M |
| Millburn Ridgefield LLC | 2.89% | No change | 435,581 | $104.4M |
| Catalyst Capital Advisors LLC | 2.51% | No change | 435,581 | $104.4M |
| Garde Capital, Inc. | 7.28% | Add +0.0% | 434,221 | $104.1M |
| Mariner, LLC | 0.21% | Add +12.6% | 418,465 | $100.3M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -0.6% | 402,390 | $96.5M |
| James J. Burns & Company, LLC | 33.48% | Reduce -27.4% | 402,504 | $95.9M |
| GeoWealth Management, LLC | 3.69% | New | 397,398 | $95.3M |
| Cetera Investment Advisers | 0.22% | Add +3158.9% | 391,693 | $93.9M |
| Ballentine Partners, LLC | 1.78% | Reduce -1.1% | 390,446 | $93.6M |
| Heartwood Wealth Advisors LLC | 11.19% | Reduce -7.8% | 379,080 | $90.9M |
| Focus Partners Wealth | 0.73% | Add +0.5% | 376,502 | $90.3M |
| Osaic Holdings, Inc. | 0.20% | Reduce -10.5% | 373,237 | $89.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +14.0% | 371,167 | $89.0M |
| Baltimore-Washington Financial Advisors, Inc. | 5.55% | Add +1.6% | 364,706 | $87.4M |
| Fifth Third Bancorp | 0.31% | Reduce -1.9% | 331,373 | $79.4M |
| Pittenger & Anderson Inc. | 2.99% | Add +6.8% | 307,438 | $73.7M |
| MilWealth Group LLC | 23.45% | Reduce -4.0% | 306,943 | $73.6M |
| Agf Management Ltd. | 0.39% | Add +0.4% | 294,312 | $70.6M |
| Equitable Holdings, Inc. | 0.79% | Reduce -3.0% | 290,769 | $69.7M |
| MML Investors Services, LLC | 0.28% | Add +0.8% | 281,486 | $67.5M |
| Transamerica Financial Advisors, LLC | 6.59% | Add +4.9% | 270,041 | $64.7M |
| Truepoint, Inc. | 1.78% | Reduce -6.3% | 261,872 | $62.8M |
| Juncture Wealth Strategies, LLC | 25.66% | Add +30.3% | 248,719 | $59.6M |
| Trust Point Inc. | 4.50% | Reduce -3.6% | 238,824 | $57.3M |
| Captrust Financial Advisors | 0.20% | Add +80.8% | 232,145 | $55.7M |
| Parallel Advisors, LLC | 1.48% | Reduce -1.7% | 227,315 | $54.5M |
| Jaffetilchin Investment Partners, LLC | 4.24% | Add +0.3% | 197,332 | $47.3M |
| Addis & Hill, Inc | 35.95% | Reduce -1.2% | 176,735 | $42.1M |
| JMG Financial Group, Ltd. | 1.58% | Reduce -4.1% | 172,335 | $41.3M |
| &partners | 5.68% | Add +122.6% | 172,194 | $41.2M |
| Empowered Funds, LLC | 0.74% | New | 171,149 | $41.0M |
| Plante Moran Financial Advisors, LLC | 4.29% | Reduce -1.6% | 166,576 | $39.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.5% | 162,448 | $38.9M |
| Acropolis Investment Management, LLC | 2.55% | Reduce -4.5% | 162,268 | $38.9M |
| Mercer Global Advisors Inc. | 0.11% | Add +100.0% | 159,964 | $38.4M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +2.5% | 157,705 | $37.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +32.0% | 154,466 | $37.0M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +1.4% | 153,635 | $36.8M |
| Comerica Bank | 0.16% | Reduce -8.0% | 153,537 | $36.8M |
| Baker Avenue Asset Management, LP | 1.40% | Reduce -1.2% | 151,436 | $36.3M |
| Kathmere Capital Management, LLC | 3.86% | Add +1.3% | 140,711 | $33.7M |
| Pure Financial Advisors, LLC | 1.04% | Reduce -3.0% | 138,411 | $33.2M |
| Hurlow Wealth Management Group, Inc. | 11.25% | Reduce -0.2% | 132,949 | $31.9M |
| Sunflower Bank, N.A. | 7.10% | Reduce -2.8% | 131,585 | $31.5M |
| Syntrinsic LLC | 10.06% | Add +1.5% | 125,629 | $30.0M |
| QRG Capital Management, Inc. | 0.37% | Add +20.4% | 121,243 | $29.1M |
| Woodard & Co. Asset Management Group Inc. | 7.44% | Reduce -2.8% | 116,274 | $27.9M |
| Raymond James & Associates | 0.02% | Reduce -1.4% | 114,563 | $27.5M |
| Sage Financial Group Inc. | 2.42% | Add +1.7% | 112,293 | $26.9M |
| Ieq Capital, LLC | 0.38% | Reduce -0.2% | 111,531 | $26.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -38.6% | 110,865 | $26.6M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -0.7% | 109,274 | $26.2M |
| Latigo Investments, LLC | 13.39% | Add +0.3% | 108,982 | $26.1M |
| Leavell Investment Management, Inc. | 1.51% | Add +0.8% | 108,817 | $26.1M |
| McIlrath & Eck, LLC | 4.05% | Add +17.9% | 106,559 | $25.5M |
| Haverford Trust Co | 0.26% | Add +13.9% | 105,504 | $25.3M |
| Corient Private Wealth LP | 0.04% | Add +0.1% | 103,736 | $24.9M |
| Cerity Partners LLC | 0.07% | Reduce -5.8% | 103,937 | $24.6M |
| Wade Financial Advisory, Inc | 8.80% | Reduce -0.9% | 100,657 | $24.1M |
| Moller Wealth Partners | 6.43% | Reduce -4.1% | 98,945 | $23.7M |
| Bank of New York Mellon Corp | 0.00% | Add +24.5% | 94,980 | $22.8M |
| Verus Financial Partners, Inc. | 2.60% | Reduce -1.3% | 92,474 | $22.2M |
| TD Capital Management LLC | 2.31% | Reduce -1.5% | 90,243 | $21.6M |
| Beacon Capital Management, LLC | 4.42% | Reduce -5.1% | 89,833 | $21.5M |
| Franklin Resources Inc. | 0.01% | No change | 88,960 | $21.3M |
| Choreo, LLC | 0.54% | Reduce -5.2% | 87,317 | $20.9M |
| Koesten, Hirschmann & Crabtree, INC. | 13.24% | Reduce -2.8% | 85,977 | $20.6M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.0% | 82,561 | $19.8M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +1.9% | 81,860 | $19.6M |
| Bristlecone Advisors, LLC | 1.70% | Add +486.4% | 80,611 | $19.3M |
| Texas Capital Bank Wealth Management Services Inc | 2.10% | No change | 79,592 | $19.1M |
| SPC Financial, Inc. | 1.78% | Reduce -2.5% | 79,138 | $19.0M |
| Kennicott Capital Management LLC | 8.35% | Reduce -6.2% | 78,686 | $18.9M |
| Wealth Architects, LLC | 2.38% | Reduce -2.4% | 75,304 | $18.1M |
| Arcadia Investment Advisors LLC | 10.18% | Reduce -2.6% | 74,366 | $17.8M |
| Truist Financial Corp. | 0.03% | Reduce -6.9% | 74,320 | $17.8M |
| Pinnacle Associates Ltd. | 0.28% | Add +0.1% | 73,734 | $17.7M |
| Obsidian Cio, LLC | 4.09% | Add +20.7% | 69,285 | $16.6M |
| Roble, Belko & Company, Inc | 2.85% | Add +0.0% | 69,255 | $16.6M |
| First Hawaiian Bank | 0.50% | Reduce -4.1% | 67,463 | $16.2M |
| Whittier Trust Co. of Nevada Inc. | 0.46% | Reduce -0.4% | 66,418 | $15.9M |
| Naples Global Advisors, LLC | 1.63% | Reduce -1.0% | 66,212 | $15.9M |
| Horizons Wealth Management | 10.30% | No change | 72,059 | $15.7M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -1.5% | 62,466 | $15.0M |
| Financial Management Professionals, Inc. | 2.13% | Add +1.6% | 60,205 | $14.4M |
| Mb, Levis & Associates, LLC | 7.73% | Add +1.5% | 60,036 | $14.4M |
| Royal Fund Management, LLC | 1.66% | Add +0.2% | 59,953 | $14.4M |
| CX Institutional | 0.68% | Reduce -3.8% | 59,156 | $14.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Reduce -4.7% | 57,755 | $13.8M |
| Integris Wealth Management, LLC | 3.80% | Reduce -4.6% | 57,371 | $13.8M |
| Adams Wealth Management | 3.28% | Reduce -5.4% | 56,086 | $13.4M |
| Biltmore Family Office, LLC | 2.63% | Add +19.8% | 55,676 | $13.3M |
| NewEdge Wealth, LLC | 0.30% | Add +0.2% | 57,354 | $13.3M |
| Atmos Advisory, LLC | 10.63% | Reduce -14.5% | 55,342 | $13.3M |
| Farrell Financial LLC | 10.67% | Add +2.8% | 54,354 | $13.0M |
| Destination Wealth Management | 0.42% | Reduce -3.3% | 52,440 | $12.6M |
| Chatham Capital Group, Inc. | 2.27% | Reduce -0.1% | 51,679 | $12.4M |
| Alesco Advisors, LLC, An ESL Co | 0.41% | Reduce -1.1% | 51,559 | $12.4M |
| Blackston Financial Advisory Group, LLC | 8.15% | Reduce -0.5% | 51,216 | $12.3M |
| D.A. Davidson & Co. | 0.11% | Add +0.3% | 51,145 | $12.3M |
| Tarbox Family Office, Inc. | 2.15% | Reduce -2.5% | 50,993 | $12.2M |
| Advocate Group LLC | 2.42% | Reduce -0.9% | 50,726 | $12.2M |
| Wheelhouse Advisory Group LLC | 9.25% | Add +4.3% | 50,215 | $12.0M |
| Total Investment Management Inc. | 1.48% | Add +2.5% | 49,078 | $11.8M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 4.85% | Add +3.7% | 49,028 | $11.8M |
| CW Advisors, LLC | 0.20% | Add +0.3% | 48,318 | $11.6M |
| Madison Asset Management, LLC | 0.14% | Reduce -1.5% | 48,031 | $11.5M |
| Headinvest, LLC | 2.24% | Reduce -0.2% | 47,961 | $11.5M |
| SC&H Financial Advisors, Inc. | 2.96% | Reduce -0.9% | 47,354 | $11.4M |
| Capital Advisors, Ltd. LLC | 1.48% | Add +2.3% | 47,243 | $11.3M |
| Financial Advisory Group | 1.99% | Reduce -1.3% | 46,989 | $11.3M |
| Riverpoint Wealth Management Holdings, LLC | 3.10% | Add +0.2% | 46,528 | $11.2M |
| Stifel Financial Corp. | 0.01% | Reduce -7.5% | 46,054 | $11.0M |
| Fusion Family Wealth, LLC | 1.14% | Reduce -0.3% | 45,815 | $11.0M |
| Amtrust Financial Services, Inc. | 5.72% | No change | 45,800 | $11.0M |
| Ledyard National Bank | 1.05% | Reduce -0.2% | 45,067 | $10.8M |
| Trustmark Bank Trust Department | 0.88% | Add +1.6% | 44,754 | $10.7M |
| Keybank National Association | 0.04% | Reduce -0.2% | 44,366 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Add +22.0% | 44,056 | $10.6M |
| St. Louis Trust Co | 1.63% | Reduce -0.3% | 43,578 | $10.4M |
| Leeward Financial Partners, LLC | 4.40% | Add +6.1% | 43,396 | $10.4M |
| Sculati Wealth Management, LLC | 4.51% | Add +5.8% | 43,395 | $10.4M |
| Cornerstone Advisors Asset Management, LLC | 3.53% | Reduce -6.8% | 41,816 | $10.0M |
| Investors Research Corp | 2.30% | Add +2.2% | 41,047 | $9.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -4.3% | 40,880 | $9.8M |
| Patriot Investment Management Group, Inc. | 0.78% | Reduce -0.9% | 40,863 | $9.8M |
| MAI Capital Management | 0.10% | Add +51.0% | 40,774 | $9.8M |
| Proffitt & Goodson Inc. | 1.71% | Reduce -2.4% | 40,052 | $9.6M |
| Cranbrook Wealth Management, LLC | 2.41% | Add +1.2% | 39,685 | $9.5M |
| Gibson Capital, LLC | 2.06% | No change | 39,372 | $9.4M |
| Brown Advisory Inc. | 0.01% | Add +1.9% | 39,011 | $9.4M |
| Venture Visionary Partners LLC | 0.44% | Reduce -2.4% | 39,009 | $9.4M |
| NewEdge Advisors, LLC | 0.08% | Reduce -0.8% | 38,690 | $9.3M |
| Continuum Advisory, LLC | 1.37% | Add +5.2% | 38,367 | $9.1M |
| Brighton Jones LLC | 0.33% | Add +1.2% | 37,919 | $9.1M |
| Cullen/Frost Bankers, Inc. | 0.13% | Reduce -18.2% | 37,829 | $9.1M |
| Intergy Private Wealth, LLC | 3.73% | Add +1.5% | 37,787 | $9.1M |
| Northern Capital Management, Inc. | 6.31% | Add +447.6% | 37,694 | $9.0M |
| Atria Investments, Inc | 0.12% | Reduce -0.8% | 37,441 | $9.0M |
| BIP Wealth, LLC | 0.65% | Reduce -1.3% | 37,018 | $8.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -44.1% | 36,839 | $8.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 36,519 | $8.8M |
| Buckingham Strategic Wealth, LLC | 0.09% | Reduce -2.2% | 36,058 | $8.6M |
| Northeast Investment Management | 0.42% | Add +3.0% | 35,932 | $8.6M |
| Whittier Trust Co. | 0.12% | Add +5.1% | 34,653 | $8.3M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -1.0% | 33,954 | $8.1M |
| Transcend Capital Advisors, LLC | 0.65% | Add +1.2% | 33,725 | $8.1M |
| HBK Sorce Advisory LLC | 0.28% | Add +0.3% | 33,582 | $8.1M |
| Simmons Bank | 0.58% | Reduce -10.7% | 31,998 | $7.7M |
| Carlson Capital Management | 0.35% | Reduce -91.1% | 31,246 | $7.5M |
| Citizens Financial Group Inc. | 0.25% | Add +1.3% | 31,130 | $7.5M |
| JNBA Financial Advisors | 0.77% | Add +0.6% | 30,649 | $7.3M |
| Transcendent Capital Group LLC | 4.27% | Reduce -0.5% | 30,625 | $7.3M |
| 1900 Wealth Management LLC | 0.67% | Reduce -3.6% | 30,452 | $7.3M |
| Allworth Financial LP | 0.05% | Reduce -0.6% | 30,370 | $7.3M |
| Kestra Advisory Services, LLC | 0.05% | Add +3.4% | 30,245 | $7.3M |
| HB Wealth Management, LLC | 0.09% | Reduce -1.7% | 29,953 | $7.2M |
| Glenmede Trust Co. NA | 0.04% | Add +1.0% | 29,845 | $7.2M |
| Novak & Powell Financial Services, Inc. | 5.31% | Reduce -2.3% | 30,531 | $7.1M |
| Lincoln National Corp. | 0.11% | Reduce -1.8% | 29,340 | $7.0M |
| Merriman Wealth Management, LLC | 0.31% | Reduce -1.6% | 29,269 | $7.0M |
| US Bancorp \de | 0.01% | Add +40.3% | 28,952 | $6.9M |
| Mayport, LLC | 2.64% | Add +1.2% | 28,823 | $6.9M |
| Soundmark Wealth Management, LLC | 2.97% | Reduce -3.9% | 27,959 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +12.0% | 27,678 | $6.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.79% | Reduce -0.7% | 28,681 | $6.6M |
| Commerce Bank | 0.04% | Reduce -1.5% | 27,015 | $6.5M |
| Gainplan LLC | 3.08% | Add +4.4% | 26,567 | $6.4M |
| Glenview Trust Co | 0.14% | Reduce -1.5% | 26,231 | $6.3M |
| Callan Capital, LLC | 0.55% | No change | 26,104 | $6.3M |
| Armbruster Capital Management, Inc. | 1.33% | No change | 26,015 | $6.2M |
| Apexium Financial, LP | 0.47% | No change | 25,859 | $6.2M |
| Texas Yale Capital Corp. | 0.27% | Add +0.0% | 25,732 | $6.2M |
| Cascade Financial Partners, LLC | 0.89% | — | 26,260 | $6.2M |
| Capital Planning LLC | 2.00% | Add +8.5% | 25,570 | $6.1M |
| Stonegate Investment Group, LLC | 0.19% | Add +6.4% | 25,495 | $6.1M |
| Soundwatch Capital LLC | 1.19% | Add +29.4% | 25,413 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Add +9.7% | 25,123 | $6.0M |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +0.1% | 48,035 | $5.9M |
| Clarius Group, LLC | 0.41% | Add +0.0% | 24,717 | $5.9M |
| Smithfield Trust Co | 0.31% | Add +1.2% | 24,703 | $5.9M |
| Sage Financial Management Group, Inc. | 2.78% | Add +4.5% | 24,457 | $5.9M |
| Avior Wealth Management, LLC | 0.27% | Reduce -5.8% | 24,322 | $5.8M |
| Lodestar Private Asset Management LLC | 0.83% | Reduce -4.0% | 24,171 | $5.8M |
| Farther Finance Advisors, LLC | 0.35% | Reduce -0.2% | 24,142 | $5.8M |
| Red Wave Investments LLC | 2.17% | Reduce -4.8% | 24,101 | $5.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -2.1% | 23,873 | $5.7M |
| N.E.W. Advisory Services LLC | 0.63% | Add +0.8% | 23,846 | $5.7M |
| Tortoise Investment Management, LLC | 0.69% | Add +2.2% | 23,713 | $5.7M |
| Intrust Bank NA | 0.61% | Reduce -10.3% | 23,575 | $5.7M |
| Lion Street Advisors, LLC | 2.25% | No change | 25,241 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +99.2% | 22,879 | $5.5M |
| Integrated Wealth Concepts LLC | 0.08% | Add +3.0% | 22,453 | $5.4M |
| Ifrah Financial Services, Inc. | 1.50% | Reduce -1.7% | 22,312 | $5.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.9% | 22,286 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +0.6% | 22,276 | $5.3M |
| Kendall Capital Management | 1.84% | No change | 22,263 | $5.3M |
| Adero Partners, LLC | 0.40% | No change | 22,179 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +12.9% | 22,169 | $5.3M |
| Hall Kathryn A. | 1.22% | No change | 22,100 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -4.8% | 22,014 | $5.3M |
| OneAscent Financial Services LLC | 0.58% | Reduce -13.5% | 21,708 | $5.2M |
| Petix & Botte Co | 1.29% | Add +519.2% | 21,598 | $5.2M |
| Ritholtz Wealth Management | 0.18% | Add +101.0% | 21,597 | $5.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Add +0.2% | 21,463 | $5.1M |
| CENTRAL TRUST Co | 0.12% | Reduce -3.1% | 20,806 | $5.0M |
| Dorsey & Whitney Trust CO LLC | 0.34% | No change | 20,741 | $5.0M |
| Marietta Wealth Management, LLC | 0.80% | Add +1.1% | 20,317 | $4.9M |
| Topel & Distasi Wealth Management, LLC | 2.10% | Reduce -18.3% | 19,782 | $4.7M |
| Gradient Capital Advisors, LLC | 1.74% | Reduce -1.7% | 19,781 | $4.7M |
| Vontobel Holding Ltd. | 0.04% | Reduce -9.1% | 19,298 | $4.6M |
| GTS Securities LLC | 0.12% | New | 19,041 | $4.6M |
| Ironwood Financial, llc | 1.04% | Add +0.6% | 18,813 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.29% | Reduce -2.0% | 18,663 | $4.5M |
| American Investment Services, Inc. | 0.79% | Add +0.2% | 18,508 | $4.4M |
| Phillips Financial Management, LLC | 0.36% | Reduce -1.0% | 18,504 | $4.4M |
| IFG Advisory, LLC | 0.33% | Reduce -0.4% | 18,478 | $4.4M |
| Caitlin John, LLC | 3.33% | Add +17.6% | 18,349 | $4.4M |
| Strategic Equity Management | 3.64% | Add +1329.3% | 18,195 | $4.4M |
| Black Diamond Financial, LLC | 1.18% | No change | 19,979 | $4.4M |
| Ausdal Financial Partners, Inc. | 0.50% | Add +9.3% | 18,065 | $4.3M |
| BLB&B Advisors, LLC | 0.24% | Reduce -0.3% | 17,828 | $4.3M |
| One Capital Management, LLC | 0.15% | Reduce -0.1% | 17,729 | $4.3M |
| JFS Wealth Advisors, LLC | 0.33% | Add +14.9% | 17,588 | $4.2M |
| Objective Capital Management, LLC | 2.82% | Reduce -0.5% | 17,389 | $4.2M |
| Wedmont Private Capital | 0.30% | Add +0.1% | 17,416 | $4.1M |
| Sawgrass Asset Management LLC | 0.45% | Add +454.0% | 17,175 | $4.1M |
| Interactive Financial Advisors, Inc. | 2.22% | Add +768.2% | 16,774 | $4.0M |
| Pioneer Wealth Management Group | 2.28% | Reduce -28.1% | 16,631 | $4.0M |
| WASHINGTON TRUST Co | 0.15% | Add +4.1% | 16,485 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +0.8% | 16,187 | $3.9M |
| Pitcairn Co. | 0.25% | No change | 16,112 | $3.9M |
| Bragg Financial Advisors, Inc | 0.17% | Reduce -6.3% | 16,001 | $3.8M |
| Watershed Private Wealth LLC | 1.68% | Add +20.8% | 15,779 | $3.8M |
| McAdam, LLC | 0.24% | Reduce -2.3% | 15,659 | $3.8M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -11.7% | 15,147 | $3.6M |
| Riverview Trust Co | 2.80% | Add +2.8% | 15,118 | $3.6M |
| Citigroup Inc. | 0.00% | Add +0.9% | 15,055 | $3.6M |
| FC Advisory LLC | 1.32% | Add +7.7% | 14,992 | $3.6M |
| Summit Trail Advisors, LLC | 0.10% | No change | 14,971 | $3.6M |
| SVB Wealth LLC | 0.08% | Reduce -0.8% | 14,709 | $3.5M |
| Abound Wealth Management | 1.32% | Reduce -0.2% | 14,498 | $3.5M |
| Fairway Wealth LLC | 2.34% | Reduce -4.5% | 14,390 | $3.5M |
| Warwick Investment Management, Inc. | 0.83% | Reduce -2.3% | 14,377 | $3.4M |
| Wells Financial Advisors INC | 2.32% | Reduce -2.5% | 14,196 | $3.4M |
| Cardiff Park Advisors, LLC | 0.32% | Add +33.5% | 14,106 | $3.4M |
| Country Club Bank | 0.24% | Reduce -5.0% | 13,913 | $3.3M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -8.3% | 13,883 | $3.3M |
| Atticus Wealth Management, LLC | 1.08% | Reduce -2.1% | 13,772 | $3.3M |
| SigFig Wealth Management, LLC | 0.12% | Reduce -6.1% | 13,734 | $3.3M |
| SWP Financial LLC | 2.31% | Add +11.3% | 13,732 | $3.3M |
| KMG Fiduciary Partners, LLC | 0.34% | No change | 13,692 | $3.3M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +84712.5% | 13,570 | $3.3M |
| Councilor Wealth, LLC | 1.63% | Reduce -2.2% | 13,541 | $3.2M |
| Mathes Company, Inc. | 1.22% | No change | 13,461 | $3.2M |
| Caprock Group, LLC | 0.18% | Add +134.4% | 13,309 | $3.2M |
| Patron Partners, LLC | 1.93% | Add +54.9% | 13,255 | $3.2M |
| Mather Group, Llc. | 0.05% | Add +0.0% | 14,518 | $3.2M |
| PrairieView Partners, LLC | 0.36% | No change | 13,164 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Reduce -2.1% | 13,169 | $3.2M |
| SouthState Bank Corp | 0.25% | Add +0.3% | 13,159 | $3.2M |
| Moneywise, Inc. | 1.71% | New | 13,129 | $3.1M |
| Human Investing LLC | 0.63% | Reduce -0.5% | 13,017 | $3.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +0.1% | 12,490 | $3.0M |
| Win Advisors, Inc. | 1.31% | New | 12,434 | $3.0M |
| PDS Planning, Inc | 0.31% | Reduce -0.7% | 12,415 | $3.0M |
| Pinnacle Financial Group, LLC / IL | 1.30% | Reduce -1.8% | 12,381 | $3.0M |
| True Wealth Design, LLC | 0.73% | Reduce -1.1% | 12,185 | $2.9M |
| PCA Investment Advisory Services Inc. | 1.62% | Add +0.9% | 12,045 | $2.9M |
| Quadrature Capital Ltd | 0.05% | New | 12,014 | $2.9M |
| Sheets Smith Wealth Management | 0.32% | Add +25.8% | 11,933 | $2.9M |
| ARK & TLK Investments, LLC | 1.11% | Reduce -1.6% | 11,906 | $2.9M |
| City Holding Co. | 0.43% | Add +25.3% | 11,854 | $2.8M |
| Advocacy Wealth Management, LLC | 0.24% | New | 11,695 | $2.8M |
| Private Portfolio Partners LLC | 0.58% | Reduce -2.3% | 11,655 | $2.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.5% | 11,623 | $2.8M |
| Coppell Advisory Solutions Corp. | 0.52% | — | 11,564 | $2.8M |
| Independent Financial Group, LLC | 0.13% | Reduce -9.8% | 11,555 | $2.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.21% | Add +1.6% | 11,519 | $2.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.67% | Add +1.7% | 11,415 | $2.7M |
| Bessemer Group Inc. | 0.00% | No change | 11,335 | $2.7M |
| Berkshire Money Management, Inc. | 0.32% | Reduce -22.9% | 11,094 | $2.7M |
| Lido Advisors, LLC | 0.02% | New | 11,005 | $2.6M |
| PFG Investments, LLC | 0.16% | Add +628.6% | 10,966 | $2.6M |
| Lake Street Advisors Group, LLC | 0.12% | Add +4.1% | 10,941 | $2.6M |
| Raymond James Trust N.A. | 0.06% | Add +0.6% | 10,829 | $2.6M |
| Fortitude Advisory Group L.L.C. | 1.47% | Add +10.4% | 10,820 | $2.6M |
| Boston Family Office LLC | 0.19% | Reduce -0.1% | 10,791 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.21% | Add +3.1% | 10,591 | $2.5M |
| Aspiriant, LLC | 0.10% | Add +0.1% | 10,571 | $2.5M |
| Obermeyer Wealth Partners | 0.15% | No change | 10,504 | $2.5M |
| Roundview Capital LLC | 0.20% | Add +53.0% | 10,426 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -2.0% | 10,393 | $2.5M |
| Parsons Capital Management Inc. | 0.17% | Add +8.6% | 10,373 | $2.5M |
| HRT Financial LP | 0.02% | Add +1.2% | 10,366 | $2.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.3% | 10,344 | $2.5M |
| Blankinship & Foster, LLC | 0.65% | Add +0.0% | 10,285 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | No change | 10,215 | $2.4M |
| Strategic Financial Concepts, LLC | 0.58% | New | 10,029 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.90% | Add +8.1% | 9,966 | $2.4M |
| McClarren Financial Advisors, Inc. | 1.71% | Add +0.3% | 9,925 | $2.4M |
| Alley Investment Management Company, LLC | 0.33% | No change | 9,909 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | No change | 9,739 | $2.3M |
| Financial Alternatives, Inc | 1.80% | No change | 9,723 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.41% | Reduce -3.2% | 9,719 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.0% | 9,699 | $2.3M |
| Bluestem Financial Advisors, LLC | 1.20% | Add +0.3% | 9,652 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +3.8% | 9,519 | $2.3M |
| Scott & Selber, Inc. | 0.78% | Add +0.2% | 9,509 | $2.3M |
| Financial Advocates Investment Management | 0.13% | New | 8,775 | $2.3M |
| Wiser Wealth Management, Inc | 0.74% | Reduce -0.1% | 9,423 | $2.3M |
| Forum Financial Management, LP | 0.04% | Reduce -2.3% | 9,294 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.9% | 9,263 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +14.7% | 9,262 | $2.2M |
| Lanark Financial, Inc. | 0.21% | Reduce -3.3% | 9,206 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.7% | 9,084 | $2.2M |
| Eudaimonia Advisors LLC | 1.16% | Add +8.7% | 9,061 | $2.2M |
| Oxford Financial Group, LTD. LLC | 0.15% | No change | 9,047 | $2.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.59% | No change | 9,015 | $2.2M |
| General Partner, Inc. | 1.36% | No change | 9,000 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +20.2% | 10,799 | $2.1M |
| Nicolet Bankshares Inc. | 0.44% | Reduce -4.3% | 8,802 | $2.1M |
| YHB Investment Advisors, Inc. | 0.19% | No change | 8,740 | $2.1M |
| Dentgroup LLC | 1.73% | Add +0.3% | 8,735 | $2.1M |
| Fortem Financial Group, LLC | 0.90% | Add +1.4% | 8,555 | $2.1M |
| Consolidated Portfolio Review Corp | 0.54% | Reduce -4.3% | 8,536 | $2.0M |
| Evanson Asset Management, LLC | 0.15% | Add +0.3% | 8,419 | $2.0M |
| Janiczek Wealth Management, LLC | 0.42% | Add +182.2% | 8,217 | $2.0M |
| Stone Summit Wealth LLC | 0.68% | Add +0.2% | 8,197 | $2.0M |
| Great Point Wealth Advisors, LLC | 0.46% | Reduce -2.1% | 8,148 | $2.0M |
| M&T Bank Corp | 0.01% | No change | 8,141 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | Add +6.6% | 8,093 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -1.2% | 8,071 | $1.9M |
| Founders Financial Securities LLC | 0.20% | Add +18.2% | 7,999 | $1.9M |
| Claro Advisors Inc. | 0.33% | Add +8.6% | 7,996 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Add +1.9% | 7,972 | $1.9M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -11.8% | 7,723 | $1.9M |
| Leo Wealth, LLC | 0.19% | Add +0.1% | 7,713 | $1.8M |
| Boston Trust Walden Corp | 0.01% | Reduce -0.4% | 7,645 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +27.1% | 7,589 | $1.8M |
| Marquette Associates, Inc. | 1.27% | Add +840.6% | 7,487 | $1.8M |
| Nwam LLC | 0.14% | Reduce -78.8% | 7,487 | $1.8M |
| AMG National Trust Bank | 0.05% | Reduce -3.5% | 7,427 | $1.8M |
| Partners in Financial Planning | 0.39% | Add +0.2% | 7,390 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +15.0% | 7,326 | $1.8M |
| S.A. Mason LLC | 1.05% | Add +0.1% | 7,293 | $1.7M |
| Round Rock Advisors LLC | 0.42% | Add +0.6% | 7,275 | $1.7M |
| Ellenbecker Investment Group | 0.36% | Add +0.3% | 7,233 | $1.7M |
| Howard Wealth Management, LLC | 1.41% | Add +1.8% | 7,227 | $1.7M |
| Empower Advisory Group, LLC | 0.01% | Reduce -2.3% | 7,199 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -25.7% | 7,193 | $1.7M |
| Vista Capital Partners, Inc. | 0.21% | Reduce -0.6% | 7,136 | $1.7M |
| Sequent Asset Management, LLC | 0.90% | No change | 7,127 | $1.7M |
| Measured Wealth Private Client Group, LLC | 0.59% | Reduce -4.3% | 7,103 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.4% | 7,062 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -6.4% | 7,062 | $1.7M |
| Gill Capital Partners, LLC | 0.68% | Reduce -0.5% | 7,304 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | Reduce -33.8% | 7,009 | $1.7M |
| Cedar Brook Financial Partners, LLC | 0.33% | Add +1.7% | 7,003 | $1.7M |
| EnRich Financial Partners LLC | 0.62% | Reduce -1.9% | 6,944 | $1.7M |
| Prudential PLC | 0.01% | Reduce -26.9% | 6,930 | $1.7M |
| WealthTrust Asset Management, LLC | 1.26% | Add +1.8% | 6,898 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +1.3% | 6,803 | $1.6M |
| Life Planning Partners, Inc | 1.59% | Reduce -4.5% | 6,652 | $1.6M |
| Legacy Private Trust Co. | 0.12% | Add +0.1% | 6,634 | $1.6M |
| First Merchants Corp. | 0.12% | Add +2.1% | 6,581 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -28.5% | 6,571 | $1.6M |
| Betterment LLC | 0.00% | New | 6,563 | $1.6M |
| Staley Capital Advisers Inc. | 0.07% | Reduce -1.1% | 6,561 | $1.6M |
| Aveo Capital Partners, LLC | 0.17% | Add +3.5% | 6,654 | $1.6M |
| Cwm, LLC | 0.01% | Add +15.6% | 6,491 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.13% | No change | 6,415 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -4.7% | 6,410 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.24% | Reduce -0.5% | 29,668 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 6,327 | $1.5M |
| Davidson Trust Co. | 0.87% | No change | 6,256 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +8.1% | 6,219 | $1.5M |
| Quadcap Wealth Management, LLC | 0.34% | Add +0.3% | 6,213 | $1.5M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.1% | 6,186 | $1.5M |
| Legacy Advisors, LLC | 0.19% | No change | 6,140 | $1.5M |
| Daymark Wealth Partners, LLC | 0.08% | Add +0.6% | 6,093 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -5.1% | 6,075 | $1.5M |
| Miller Investment Management, LP | 0.19% | Add +512.3% | 6,056 | $1.5M |
| Glassman Wealth Services | 0.29% | No change | 6,036 | $1.4M |
| Grandfield & Dodd, LLC | 0.09% | No change | 6,030 | $1.4M |
| Private Management Group Inc. | 0.05% | New | 6,016 | $1.4M |
| Avalon Trust Co | 0.12% | No change | 6,000 | $1.4M |
| Berger Financial Group, Inc | 0.12% | Add +1.6% | 5,972 | $1.4M |
| Fairman Group, LLC | 1.35% | Reduce -6.9% | 5,964 | $1.4M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -15.7% | 5,923 | $1.4M |
| Versant Capital Management, Inc | 0.40% | Add +0.0% | 5,853 | $1.4M |
| Clark Asset Management, LLC | 0.43% | No change | 5,850 | $1.4M |
| Tsfg, LLC | 0.35% | Add +0.1% | 5,775 | $1.4M |
| Center for Financial Planning, Inc. | 0.21% | Add +0.1% | 5,758 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.47% | Reduce -1.7% | 5,755 | $1.4M |
| Thomasville National Bank | 0.11% | No change | 5,751 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.26% | Reduce -3.4% | 5,720 | $1.4M |
| Mustard Seed Financial, LLC | 1.37% | Reduce -4.6% | 5,715 | $1.4M |
| Alerus Financial NA | 0.10% | No change | 5,705 | $1.4M |
| Plancorp, LLC | 0.06% | No change | 5,684 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.22% | Reduce -5.3% | 5,586 | $1.3M |
| Capital Management Associates, Inc | 0.99% | No change | 5,581 | $1.3M |
| Balanced Rock Investment Advisors LLC | 1.14% | Add +79.7% | 5,580 | $1.3M |
| Appleton Partners Inc. | 0.10% | New | 5,552 | $1.3M |
| Mystic Asset Management, Inc. | 0.55% | Reduce -1.5% | 5,538 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +109.2% | 5,498 | $1.3M |
| Olistico Wealth, LLC | 0.95% | Add +5.1% | 5,470 | $1.3M |
| Waldron Private Wealth LLC | 0.06% | Reduce -8.8% | 5,460 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +3.5% | 5,457 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +0.1% | 5,431 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +98.8% | 5,416 | $1.3M |
| Rebalance, LLC | 0.11% | No change | 5,400 | $1.3M |
| Uptick Partners, LLC | 0.98% | Reduce -5.2% | 5,358 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.0% | 5,289 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 5,227 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.20% | Add +0.2% | 5,214 | $1.3M |
| Seamount Financial Group Inc. | 1.09% | Reduce -3.7% | 5,197 | $1.2M |
| Trust Co. of Vermont | 0.07% | Add +1089.9% | 5,188 | $1.2M |
| Roman Butler Fullerton & Co. | 0.46% | Add +0.0% | 5,379 | $1.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +30.1% | 5,281 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -6.7% | 5,111 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.10% | Add +4.2% | 5,108 | $1.2M |
| Select Asset Management & Trust | 0.51% | Reduce -0.1% | 5,093 | $1.2M |
| Investmark Advisory Group LLC | 0.66% | No change | 5,052 | $1.2M |
| Wintrust Investments LLC | 0.11% | Add +5.8% | 5,048 | $1.2M |
| Simon Quick Advisors, LLC | 0.09% | Add +0.0% | 4,994 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 4,973 | $1.2M |
| Pathway Financial Advisors LLC | 0.32% | No change | 4,891 | $1.2M |
| Battery Global Advisors, LLC | 0.95% | No change | 4,879 | $1.2M |
| Mgo One Seven LLC | 0.06% | Reduce -1.3% | 4,865 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Reduce -2.0% | 4,842 | $1.2M |
| Private Ocean, LLC | 0.12% | No change | 4,837 | $1.2M |
| Rodgers & Associates, LTD | 0.15% | Reduce -11.6% | 4,800 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.12% | No change | 4,789 | $1.1M |
| Ted Buchan & Co | 0.70% | Reduce -1.4% | 4,785 | $1.1M |
| Tranquility Partners, LLC | 0.44% | Add +0.0% | 4,752 | $1.1M |
| Lodestone Wealth Management LLC | 0.59% | Add +0.3% | 4,731 | $1.1M |
| Waypoint Capital Advisors, LLC | 0.29% | No change | 4,695 | $1.1M |
| Destiny Wealth Partners, LLC | 0.20% | No change | 4,666 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +185.5% | 4,665 | $1.1M |
| Silverlake Wealth Management LLC | 0.57% | Reduce -2.6% | 4,658 | $1.1M |
| WealthCollab, LLC | 0.82% | No change | 4,650 | $1.1M |
| CWA Asset Management Group, LLC | 0.07% | No change | 4,569 | $1.1M |
| Equita Financial Network, Inc. | 0.49% | Add +50.3% | 4,563 | $1.1M |
| Wealthstream Advisors, Inc. | 0.41% | Add +0.3% | 4,555 | $1.1M |
| True North Advisors, LLC | 0.30% | Add +121.1% | 4,517 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +71.8% | 4,467 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.20% | Reduce -5.9% | 4,460 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | No change | 4,453 | $1.1M |
| Next Capital Management LLC | 0.43% | No change | 4,429 | $1.1M |
| Blair William & Co. | 0.00% | Add +3.6% | 4,412 | $1.1M |
| RTD Financial Advisors, Inc. | 0.14% | Reduce -0.1% | 4,409 | $1.1M |
| MontVue Capital Management, Inc. | 0.93% | No change | 4,407 | $1.1M |
| First Trust Investment Solutions L.P. | 0.19% | No change | 4,400 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.58% | No change | 4,328 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.07% | Reduce -7.9% | 4,307 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -2.2% | 4,307 | $1.0M |
| Principal Securities, Inc. | 0.03% | Add +38.7% | 4,294 | $1.0M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -3.6% | 4,243 | $1.0M |
| Gries Financial LLC | 0.17% | Add +4.2% | 4,229 | $1.0M |
| Clayton Financial Group LLC | 0.46% | New | 4,223 | $1.0M |
| Nicholas Hoffman & Company, LLC. | 0.05% | No change | 4,207 | $1.0M |
| VitalStone Financial, LLC | 0.76% | Add +4.4% | 4,153 | $996K |
| Physician Wealth Advisors, Inc. | 0.21% | Reduce -0.2% | 4,309 | $995K |
| Pacific Financial Group Inc. | 0.68% | No change | 4,126 | $989K |
| REDW Wealth LLC | 0.26% | No change | 4,097 | $982K |
| Slow Capital, Inc. | 0.16% | Add +5.8% | 4,093 | $981K |
| Revisor Wealth Management LLC | 0.44% | New | 4,280 | $975K |
| SpiderRock Advisors, LLC | 0.03% | — | 4,103 | $969K |
| Fortis Capital Management LLC | 0.25% | Add +0.0% | 4,035 | $967K |
| FAS Wealth Partners, Inc. | 0.09% | Add +1.9% | 4,018 | $963K |
| David J Yvars Group | 0.65% | Reduce -0.5% | 4,007 | $961K |
| Townsquare Capital LLC | 0.01% | Reduce -69.4% | 3,996 | $958K |
| Grandview Asset Management LLC | 0.43% | Add +1.7% | 3,963 | $950K |
| American Money Management, LLC | 0.20% | Add +0.1% | 3,943 | $945K |
| Quantinno Capital Management LP | 0.02% | Add +24.1% | 3,941 | $945K |
| Cahill Financial Advisors Inc. | 0.13% | No change | 3,925 | $941K |
| GFS Advisors, LLC | 0.15% | No change | 3,900 | $935K |
| Abacus Planning Group, Inc. | 0.18% | No change | 3,884 | $931K |
| Carmichael Hill & Associates, Inc. | 0.38% | Add +0.1% | 3,875 | $929K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +1.3% | 3,857 | $925K |
| Berkeley Capital Partners, LLC | 0.28% | Reduce -8.0% | 3,855 | $924K |
| Plum Street Advisors, LLC | 0.47% | No change | 3,510 | $924K |
| Savant Capital, LLC | 0.01% | Reduce -12.7% | 3,843 | $921K |
| Cahaba Wealth Management, Inc. | 0.08% | No change | 3,842 | $921K |
| Capital Investment Advisors, LLC | 0.02% | Add +1.6% | 3,816 | $915K |
| Harbour Investments, Inc. | 0.03% | Add +0.7% | 3,812 | $914K |
| Lutz Financial Services LLC | 0.08% | No change | 3,791 | $909K |
| Choate Investment Advisors | 0.02% | No change | 3,783 | $907K |
| Core Wealth Advisors, Inc. | 0.31% | No change | 3,780 | $906K |
| AdvisorNet Financial, Inc | 0.09% | Reduce -1.6% | 3,772 | $904K |
| High Net Worth Advisory Group LLC | 0.28% | Reduce -8.5% | 3,768 | $904K |
| GSG Advisors LLC | 0.33% | Add +0.1% | 3,744 | $893K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 3,707 | $889K |
| Sand Hill Global Advisors, LLC | 0.04% | No change | 3,690 | $885K |
| Liberty Wealth Management LLC | 0.17% | Add +9500.0% | 3,648 | $875K |
| Pachira Investments Inc. | 0.71% | Reduce -0.0% | 3,645 | $874K |
| Annapolis Financial Services, LLC | 0.29% | Reduce -11.0% | 3,618 | $867K |
| Jane Street Group, LLC | 0.00% | Add +198.7% | 3,596 | $862K |
| Old National Bancorp | 0.02% | No change | 3,591 | $861K |
| Summit Financial, LLC | 0.05% | Add +15.1% | 3,569 | $856K |
| Prostatis Group LLC | 0.32% | Reduce -41.4% | 3,564 | $855K |
| Crescent Sterling, Ltd. | 0.78% | New | 3,550 | $851K |
| FF Advisors,LLC | 0.59% | No change | 3,547 | $850K |
| Evergreen Capital Management LLC | 0.03% | Add +0.0% | 3,547 | $850K |
| Bell Investment Advisors, Inc | 0.17% | Add +0.2% | 3,538 | $848K |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Add +0.3% | 3,530 | $846K |
| Mitchell McLeod Pugh & Williams Inc. | 0.20% | Add +0.0% | 3,528 | $846K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.0% | 3,527 | $846K |
| Mission Wealth Management, LP | 0.02% | Add +81.4% | 3,502 | $840K |
| TFC Financial Management, Inc. | 0.15% | Add +0.3% | 3,479 | $834K |
| Kwmg, LLC | 0.09% | No change | 3,477 | $834K |
| Morton Capital Management LLC | 0.22% | No change | 3,445 | $826K |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +0.3% | 3,439 | $824K |
| Oakworth Capital, Inc. | 0.06% | No change | 3,435 | $824K |
| LongView Wealth Management | 0.32% | Reduce -0.6% | 3,390 | $813K |
| Compass Ion Advisors, LLC | 0.11% | Reduce -11.4% | 3,330 | $798K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -4.4% | 3,326 | $797K |
| Cozad Asset Management Inc. | 0.08% | No change | 3,325 | $797K |
| Retirement Income Solutions, Inc. | 0.18% | No change | 3,296 | $790K |
| Interchange Capital Partners, LLC | 0.53% | Reduce -4.1% | 3,305 | $789K |
| TD Private Client Wealth LLC | 0.03% | Add +23.9% | 3,286 | $788K |
| Sloy Dahl & Holst, LLC | 0.18% | Add +1.3% | 3,259 | $781K |
| BSW Wealth Partners | 0.13% | No change | 3,250 | $779K |
| Athena Investment Management | 0.47% | No change | 3,240 | $777K |
| CGC Financial Services, LLC | 0.40% | Reduce -9.7% | 3,207 | $769K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -19.7% | 3,199 | $767K |
| Red Door Wealth Management, LLC | 0.15% | Add +4.8% | 3,193 | $766K |
| Fee-Only Financial Planning, L.C. | 0.51% | Reduce -1.4% | 3,182 | $763K |
| Bank Ozk | 0.34% | Reduce -8.8% | 3,172 | $761K |
| Atwater Malick LLC | 0.27% | No change | 3,155 | $756K |
| Primoris Wealth Advisors, LLC | 0.61% | No change | 3,153 | $756K |
| Essex Financial Services, Inc. | 0.07% | Add +1.8% | 3,141 | $753K |
| Zhang Financial LLC | 0.06% | No change | 3,135 | $752K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +0.7% | 3,133 | $751K |
| Aspire Wealth Management Corp | 0.45% | Add +0.6% | 3,132 | $751K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -20.4% | 3,128 | $750K |
| Etfidea, LLC | 0.26% | No change | 3,122 | $749K |
| United Asset Strategies, Inc. | 0.07% | Reduce -3.8% | 3,120 | $748K |
| Johnson Investment Counsel Inc. | 0.01% | Add +56.4% | 3,115 | $747K |
| Carnegie Investment Counsel | 0.02% | Add +0.1% | 3,109 | $745K |
| Madison Wealth Partners, Inc | 0.27% | No change | 3,108 | $745K |
| Bokf, NA | 0.01% | Reduce -1.0% | 3,099 | $742K |
| Verdence Capital Advisors LLC | 0.07% | Add +0.3% | 3,094 | $742K |
| Synovus Financial Corp. | 0.01% | Add +6.3% | 3,089 | $741K |
| Farmers National Bank | 0.22% | Add +22.6% | 3,087 | $740K |
| Breakwater Investment Management | 0.34% | — | 3,077 | $738K |
| Brookstone Capital Management | 0.01% | Add +22.9% | 3,065 | $735K |
| DBK Financial Counsel, LLC | 0.77% | Reduce -0.3% | 3,060 | $734K |
| Stratos Investment Management, LLC | 0.07% | Add +0.3% | 3,054 | $732K |
| AE Wealth Management LLC | 0.01% | Reduce -97.2% | 3,032 | $727K |
| RCS Financial Planning, LLC | 0.44% | No change | 3,010 | $722K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +9.3% | 2,996 | $718K |
| Efficient Advisors, LLC | 0.05% | Reduce -4.6% | 2,934 | $703K |
| Westwood Holdings Group Inc. | 0.01% | No change | 2,870 | $688K |
| Western Wealth Management, LLC | 0.05% | Add +2.5% | 2,864 | $687K |
| Essex Private Wealth Management, LLC | 1.92% | No change | 2,824 | $677K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -0.6% | 2,815 | $675K |
| Compound Planning, Inc. | 0.06% | Add +2.9% | 2,809 | $673K |
| Values Added Financial LLC | 0.52% | No change | 2,801 | $672K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,796 | $670K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +4.5% | 2,773 | $665K |
| Focus Financial Network, Inc. | 0.03% | — | 2,893 | $664K |
| Awm Capital, LLC | 0.11% | No change | 2,764 | $663K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 2,759 | $661K |
| United Bank | 0.08% | No change | 2,757 | $661K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,750 | $659K |
| Coastline Trust Co | 0.08% | No change | 2,750 | $659K |
| Integrated Advisors Network LLC | 0.03% | Reduce -3.9% | 2,739 | $657K |
| MBA Advisors LLC | 0.34% | Add +7.9% | 2,737 | $656K |
| Breakwater Capital Group | 0.16% | Reduce -7.3% | 2,706 | $649K |
| Embree Financial Group | 0.13% | Reduce -22.9% | 2,701 | $648K |
| Evolution Wealth Advisors, LLC | 0.12% | No change | 2,686 | $644K |
| Hardy Reed LLC | 0.08% | No change | 2,672 | $641K |
| Portfolio Strategies, Inc. | 0.04% | New | 2,672 | $641K |
| Anderson Hoagland & Co. | 0.07% | No change | 2,708 | $639K |
| Apollon Wealth Management, LLC | 0.02% | Add +10.0% | 2,561 | $614K |
| Novare Capital Management LLC | 0.06% | Add +28.1% | 2,550 | $611K |
| LPWM LLC | 0.22% | No change | 2,578 | $608K |
| Peterson Wealth Advisors, LLC | 0.13% | Reduce -0.6% | 2,530 | $607K |
| Glen Eagle Advisors, LLC | 0.11% | No change | 2,514 | $603K |
| Steigerwald, Gordon & Koch Inc. | 0.07% | No change | 2,487 | $596K |
| City State Bank | 0.26% | No change | 2,485 | $596K |
| Wellington Wealth Strategies, LLC. | 0.27% | New | 2,443 | $586K |
| Keystone Wealth Services, LLC | 0.19% | Reduce -8.2% | 2,432 | $583K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -0.8% | 2,422 | $581K |
| Relyea Zuckerberg Hanson LLC | 0.10% | Add +0.3% | 2,421 | $580K |
| Verus Capital Partners, LLC | 0.06% | Reduce -17.3% | 2,402 | $576K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +41.4% | 2,400 | $575K |
| Lindbrook Capital, LLC | 0.05% | No change | 2,396 | $574K |
| Clarity Capital Advisors, LLC | 0.46% | Add +3.3% | 2,396 | $574K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -2.0% | 2,389 | $573K |
| Rezny Wealth Management, Inc. | 0.20% | Reduce -14.2% | 2,385 | $572K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -67.1% | 2,372 | $569K |
| HTLF Bank | 0.07% | No change | 2,370 | $568K |
| Redwood Financial Network Corp | 0.49% | Reduce -4.5% | 2,365 | $567K |
| Benedetti & Gucer, Inc. | 0.28% | No change | 2,355 | $565K |
| ETF Store, Inc. | 0.32% | Add +0.3% | 2,348 | $563K |
| Goldstein Advisors, LLC | 0.10% | No change | 2,345 | $562K |
| Winthrop Advisory Group LLC | 0.08% | Add +68.0% | 2,345 | $562K |
| Braun-Bostich & Associates Inc. | 0.47% | Reduce -3.4% | 2,343 | $562K |
| Safeguard Financial, LLC | 0.18% | No change | 2,342 | $562K |
| Beacon Financial Strategies CORP | 0.40% | No change | 2,340 | $561K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 2,335 | $560K |
| White Lighthouse Investment Management Inc. | 0.11% | No change | 2,333 | $559K |
| Venturi Wealth Management, LLC | 0.04% | No change | 2,329 | $558K |
| Valeo Financial Advisors, LLC | 0.02% | Add +13.6% | 2,372 | $550K |
| Boston Financial Mangement LLC | 0.02% | No change | 2,292 | $550K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -0.1% | 2,289 | $549K |
| Valley National Advisers Inc. | 0.08% | No change | 2,288 | $548K |
| Sandy Spring Bank | 0.02% | Add +1.2% | 2,258 | $541K |
| Darden Wealth Group Inc | 0.42% | No change | 2,239 | $537K |
| Merit Financial Group, LLC | 0.01% | Add +2.9% | 2,277 | $535K |
| TBH Global Asset Management, LLC | 0.11% | New | 2,229 | $534K |
| HM Payson & Co. | 0.01% | No change | 2,186 | $524K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -4.0% | 2,183 | $523K |
| Norden Group LLC | 0.11% | New | 2,177 | $522K |
| Courage Miller Partners, LLC | 0.18% | Reduce -0.1% | 2,177 | $522K |
| Fairhaven Wealth Management, LLC | 0.18% | Add +0.1% | 2,161 | $518K |
| Bernardo Wealth Planning LLC | 0.14% | No change | 2,160 | $518K |
| Grant/GrossMendelsohn, LLC | 0.24% | Add +0.4% | 2,175 | $518K |
| Ratio Wealth Group | 0.09% | No change | 2,121 | $509K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 2,096 | $503K |
| Houlihan Financial Resource Group, Ltd. | 0.23% | No change | 2,094 | $502K |
| World Investment Advisors | 0.07% | Add +23.7% | 2,062 | $494K |
| Advantage Trust Co | 0.36% | No change | 2,054 | $492K |
| Millennium Management | 0.00% | Reduce -34.6% | 2,051 | $492K |
| Orser Capital Management, LLC | 0.46% | No change | 2,050 | $492K |
| Lifeworks Advisors, LLC | 0.14% | Add +42.5% | 2,027 | $486K |
| Unionview, LLC | 0.40% | Add +0.3% | 2,027 | $486K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,019 | $484K |
| Curi Capital, LLC | 0.01% | Add +1.1% | 2,019 | $484K |
| Greenspring Advisors, LLC | 0.12% | No change | 2,018 | $484K |
| TruWealth Advisors, LLC | 0.03% | Add +0.1% | 2,008 | $482K |
| Gratus Capital, LLC | 0.02% | No change | 2,000 | $480K |
| Nicolet Advisory Services, LLC | 0.05% | No change | 1,956 | $466K |
| First Western Trust Bank | 0.02% | No change | 1,931 | $463K |
| Abbrea Capital, LLC | 0.06% | No change | 1,927 | $462K |
| Sax Wealth Advisors, LLC | 0.05% | Add +1.7% | 1,926 | $462K |
| Keystone Financial Group | 0.07% | Add +32.3% | 1,908 | $457K |
| Creative Financial Designs Inc. | 0.04% | Reduce -1.6% | 1,907 | $457K |
| Vista Investment Management | 0.19% | No change | 1,900 | $456K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 1,898 | $455K |
| Passive Capital Management, LLC. | 0.18% | No change | 1,892 | $454K |
| First Citizens Bank & Trust Co. | 0.01% | New | 1,885 | $452K |
| Marcum Wealth, LLC | 0.05% | Add +0.6% | 1,880 | $451K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 1,877 | $450K |
| Denver PWM, LLC | 0.17% | Add +13.2% | 1,895 | $448K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -29.9% | 1,864 | $447K |
| Synergy Financial Group, LTD | 0.50% | Add +79.7% | 1,853 | $444K |
| Everpar Advisors LLC | 0.27% | Reduce -20.3% | 1,850 | $444K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 1,847 | $443K |
| Zacks Investment Management | 0.00% | Add +0.2% | 1,833 | $439K |
| Three Bridge Wealth Advisors, LLC | 0.17% | No change | 1,815 | $435K |
| Allred Capital Management, LLC | 0.17% | Reduce -9.7% | 1,811 | $434K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +13.1% | 1,800 | $432K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -2.0% | 1,800 | $432K |
| PBMares Wealth Management LLC | 0.11% | Reduce -1.5% | 1,787 | $429K |
| Delta Financial Advisors LLC | 0.17% | Reduce -12.3% | 1,781 | $427K |
| Aletheian Wealth Advisors LLC | 0.23% | No change | 1,771 | $425K |
| Savvy Advisors, Inc. | 0.24% | New | 1,770 | $424K |
| Principle Wealth Partners LLC | 0.03% | Reduce -4.7% | 1,763 | $423K |
| BlackRock Inc. | 0.00% | Reduce -1.4% | 1,753 | $420K |
| Fortitude Family Office, LLC | 0.28% | Add +0.3% | 1,743 | $418K |
| Retirement Planning Co of New England, Inc. | 0.23% | Add +0.3% | 1,736 | $416K |
| First PREMIER Bank | 0.11% | No change | 1,734 | $416K |
| FirstPurpose Wealth LLC | 0.15% | Add +0.5% | 1,757 | $415K |
| Members Trust Co | 0.01% | No change | 1,725 | $414K |
| Stevens Capital Partners | 0.25% | Add +70.6% | 1,721 | $413K |
| Certified Advisory Corp | 0.06% | Add +9.6% | 1,713 | $411K |
| Hoge Financial Services, LLC | 0.34% | Add +0.3% | 1,712 | $410K |
| Bailard, Inc. | 0.01% | No change | 1,700 | $408K |
| Klingman & Associates, LLC | 0.03% | No change | 1,686 | $404K |
| BNP Paribas Financial Markets | 0.00% | Add +195.8% | 1,686 | $404K |
| Wallace Advisory Group, LLC | 0.30% | New | 1,849 | $403K |
| Annex Advisory Services, LLC | 0.01% | Reduce -16.7% | 1,668 | $400K |
| HighMark Wealth Management LLC | 0.25% | No change | 1,668 | $400K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.4% | 1,667 | $400K |
| Charter Oak Capital Management, LLC | 0.04% | No change | 1,664 | $399K |
| Bogart Wealth, LLC | 0.02% | No change | 1,656 | $397K |
| Weaver Consulting Group | 0.15% | No change | 1,654 | $397K |
| WealthPLAN Partners, LLC | 0.04% | Add +44.1% | 1,651 | $396K |
| IronBridge Private Wealth, LLC | 0.16% | No change | 1,635 | $392K |
| Bank of Marin | 0.34% | No change | 1,627 | $390K |
| Manchester Capital Management LLC | 0.05% | No change | 1,624 | $389K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,612 | $386K |
| Associated Banc-Corp | 0.01% | Reduce -0.3% | 1,612 | $386K |
| C M Bidwell & Associates Ltd. | 0.26% | No change | 1,610 | $386K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -4.7% | 1,606 | $385K |
| Pegasus Partners Ltd. | 0.04% | No change | 1,604 | $385K |
| First Heartland Consultants, Inc. | 0.04% | No change | 1,595 | $384K |
| Fiduciary Group, LLC | 0.04% | No change | 1,599 | $383K |
| Oak Harvest Investment Services | 0.06% | Add +0.4% | 1,596 | $383K |
| Mitchell Capital Management Co. | 0.07% | No change | 1,595 | $382K |
| ACT Advisors, LLC. | 0.21% | Add +0.2% | 1,594 | $382K |
| Axiom Financial Strategies, LLC | 0.24% | No change | 1,592 | $382K |
| Calamos Wealth Management LLC | 0.02% | No change | 1,575 | $378K |
| TD Waterhouse Canada Inc. | 0.00% | Add +91.0% | 1,585 | $377K |
| Oxbow Advisors, LLC | 0.05% | No change | 1,562 | $375K |
| Highland Capital Management, LLC | 0.02% | No change | 1,560 | $374K |
| InterOcean Capital Group, LLC | 0.01% | New | 1,560 | $374K |
| Prosperity Planning, Inc. | 0.18% | Reduce -5.4% | 1,547 | $371K |
| Legacy Financial Group, Inc. | 0.14% | Add +0.5% | 1,534 | $368K |
| Walkner Condon Financial Advisors LLC | 0.08% | No change | 1,529 | $367K |
| Regions Financial Corp. | 0.00% | Reduce -3.4% | 1,526 | $366K |
| Waverly Advisors, LLC | 0.01% | Add +24.6% | 1,525 | $366K |
| Financial Futures Ltd Liability Co. | 0.24% | No change | 1,519 | $364K |
| Main Street Group, LTD | 0.18% | Reduce -13.3% | 1,518 | $364K |
| Dividend Assets Capital, LLC | 0.08% | Reduce -3.1% | 1,512 | $363K |
| Regal Investment Advisors LLC | 0.02% | No change | 1,510 | $362K |
| WBH Advisory Inc. | 0.04% | Add +0.3% | 1,501 | $360K |
| JGP Wealth Management, LLC | 0.05% | New | 1,481 | $355K |
| Becker Capital Management Inc. | 0.01% | New | 1,480 | $355K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 1,478 | $354K |
| BlueChip Wealth Advisors LLC | 0.23% | No change | 1,474 | $353K |
| Ballentine Capital Advisors, Inc | 0.19% | No change | 1,451 | $348K |
| Eagle Strategies LLC | 0.08% | Reduce -69.3% | 1,445 | $346K |
| Good Life Advisors, LLC | 0.03% | Reduce -7.0% | 1,443 | $346K |
| Newton One Investments LLC | 0.15% | No change | 1,438 | $345K |
| First Personal Financial Services | 0.08% | Reduce -10.3% | 1,435 | $344K |
| Summit X, LLC | 0.09% | No change | 1,421 | $341K |
| AlphaQ Advisors LLC | 0.20% | No change | 1,406 | $337K |
| Archvest Wealth Advisors, Inc. | 0.24% | Add +4.8% | 1,404 | $336K |
| Seven Springs Wealth Group, LLC | 0.13% | No change | 1,400 | $336K |
| Total Wealth Planning, LLC | 0.06% | Reduce -4.6% | 1,396 | $335K |
| American Trust | 0.03% | No change | 1,392 | $334K |
| First Community Trust NA | 0.31% | Add +1.1% | 1,387 | $333K |
| My Personal CFO, LLC | 0.19% | Add +0.1% | 1,385 | $332K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 1,383 | $332K |
| Acima Private Wealth, LLC | 0.12% | No change | 1,380 | $331K |
| Sachem Hill LLC | 0.08% | No change | 1,376 | $330K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -7.1% | 1,371 | $329K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -5.0% | 1,429 | $328K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | New | 1,363 | $327K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,363 | $327K |
| Oak Asset Management, LLC | 0.12% | No change | 1,361 | $326K |
| Meridian Financial Advisors, LLC | 0.24% | No change | 1,360 | $326K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,360 | $326K |
| Forte Capital LLC | 0.04% | Reduce -18.3% | 1,343 | $322K |
| Cynosure Group, LLC | 0.06% | No change | 1,338 | $321K |
| Cooper Financial Group | 0.05% | Reduce -32.8% | 1,327 | $318K |
| Capasso Planning Partners LLC | 0.13% | New | 1,317 | $316K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -10.7% | 1,306 | $313K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -3.1% | 1,301 | $312K |
| RFG Advisory, LLC | 0.01% | Add +7.4% | 1,300 | $312K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,294 | $310K |
| Fiduciary Trust Co | 0.00% | Reduce -4.8% | 1,287 | $309K |
| BKM Wealth Management, LLC | 0.13% | Reduce -51.6% | 1,286 | $308K |
| Riversedge Advisors, LLC | 0.08% | Add +1.3% | 1,285 | $308K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,278 | $306K |
| Cornerstone Management, Inc. | 0.07% | Reduce -0.6% | 1,275 | $306K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Reduce -0.5% | 1,262 | $303K |
| Quadrant Capital Group LLC | 0.02% | Add +61.9% | 1,261 | $302K |
| Legacy Trust | 0.07% | Reduce -2.7% | 1,255 | $301K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,255 | $301K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,255 | $301K |
| Carret Asset Management, LLC | 0.04% | No change | 1,254 | $301K |
| Ategra Capital Management, LLC | 0.14% | No change | 1,252 | $300K |
| Shorepoint Capital Partners LLC | 0.07% | Add +3.6% | 1,251 | $300K |
| StoneX Group Inc. | 0.03% | Add +3.0% | 1,249 | $300K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -12.9% | 1,246 | $299K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 1,237 | $297K |
| Capital Advisors Inc. | 0.01% | Reduce -75.3% | 1,236 | $296K |
| Laidlaw Wealth Management LLC | 0.16% | No change | 1,218 | $292K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -53.1% | 1,214 | $291K |
| Opes Wealth Management LLC | 0.07% | New | 1,214 | $291K |
| Belpointe Asset Management LLC | 0.02% | Reduce -53.1% | 1,214 | $291K |
| Blue Trust, Inc. | 0.00% | Reduce -20.5% | 1,205 | $289K |
| Verum Partners LLC | 0.10% | Add +22.2% | 1,205 | $289K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,204 | $289K |
| Ironsides Asset Advisors, LLC | 0.10% | No change | 1,200 | $288K |
| West Coast Financial LLC | 0.03% | Reduce -1.1% | 1,200 | $288K |
| Accredited Investors Inc. | 0.02% | Reduce -33.3% | 1,200 | $288K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,220 | $286K |
| Financial Counselors Inc. | 0.00% | No change | 1,192 | $286K |
| Trevian Wealth Management LLC | 0.19% | No change | 1,190 | $285K |
| Consilio Wealth Advisors, LLC | 0.13% | Reduce -25.0% | 1,187 | $285K |
| Evoke Wealth, LLC | 0.01% | No change | 1,176 | $282K |
| Wealth Dimensions Group, Ltd. | 0.08% | No change | 1,171 | $281K |
| Schechter Investment Advisors, LLC | 0.02% | Add +6.3% | 1,166 | $280K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -51.0% | 1,163 | $279K |
| Mutual Advisors, LLC | 0.01% | New | 1,152 | $276K |
| MB Generational Wealth, LLC | 0.22% | Add +184.6% | 3,227 | $276K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 1,136 | $272K |
| Acas, LLC | 0.26% | Reduce -8.8% | 1,130 | $271K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.0% | 1,125 | $270K |
| Valtinson Bruner Financial Planning LLC | 0.11% | No change | 1,114 | $267K |
| Disciplined Investments, LLC | 0.14% | New | 1,107 | $265K |
| Altiora Financial Group, LLC | 0.07% | No change | 1,100 | $264K |
| Financial Planning & Information Services, Inc. | 0.04% | No change | 1,100 | $264K |
| Richard W. Paul & Associates, LLC | 0.11% | New | 1,098 | $263K |
| Port Capital LLC | 0.01% | No change | 1,098 | $263K |
| Bellwether Advisors, LLC | 0.06% | No change | 1,094 | $262K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,093 | $262K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.2% | 1,091 | $262K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,080 | $259K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -48.6% | 1,080 | $259K |
| Unison Advisors LLC | 0.03% | Add +0.3% | 1,079 | $259K |
| Heritage Investors Management Corp. | 0.01% | Reduce -0.1% | 1,075 | $258K |
| Signal Advisors Wealth, LLC | 0.06% | New | 1,075 | $258K |
| Foguth Wealth Management, LLC. | 0.14% | — | 1,075 | $258K |
| Spire Wealth Management | 0.00% | Reduce -11.3% | 1,072 | $257K |
| Summit Global Investments | 0.02% | Reduce -73.4% | 1,070 | $257K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,069 | $256K |
| RDA Financial Network | 0.09% | Add +6.0% | 1,066 | $256K |
| Asset Dedication, LLC | 0.02% | No change | 1,057 | $254K |
| Kovack Advisors, Inc. | 0.03% | New | 1,053 | $252K |
| Great Lakes Advisors, LLC | 0.00% | New | 1,053 | $252K |
| Theory Financial LLC | 0.13% | Add +1.6% | 1,050 | $252K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -4.1% | 1,050 | $252K |
| Howland Capital Management LLC | 0.01% | No change | 1,050 | $252K |
| Norris Perne & French LLP | 0.02% | New | 1,048 | $251K |
| Legacy Edge Advisors, LLC | 0.05% | No change | 1,047 | $251K |
| Next Level Private LLC | 0.11% | No change | 1,044 | $250K |
| Certuity, LLC | 0.02% | New | 1,043 | $250K |
| Scotia Capital Inc. | 0.00% | Add +6.2% | 1,041 | $250K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -30.7% | 1,040 | $250K |
| Level Four Advisory Services, LLC | 0.01% | No change | 1,142 | $249K |
| CCG Wealth Management, LLC | 0.15% | New | 1,038 | $249K |
| Midwest Professional Planners, LTD. | 0.09% | No change | 1,036 | $248K |
| Shayne & Jacobs, LLC | 0.07% | No change | 1,034 | $248K |
| Thrive Wealth Management, LLC | 0.05% | Add +2.5% | 1,031 | $247K |
| WNY Asset Management, LLC | 0.04% | No change | 1,020 | $245K |
| Physician Wealth Solutions Inc. | 0.20% | No change | 1,015 | $243K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.9% | 1,009 | $242K |
| Hoylecohen, LLC | 0.02% | New | 1,008 | $242K |
| Triangle Securities Wealth Management | 0.07% | Reduce -6.1% | 1,008 | $242K |
| Summit Wealth & Retirement Planning, Inc. | 0.09% | No change | 1,006 | $241K |
| Sage Mountain Advisors LLC | 0.03% | No change | 1,003 | $240K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +9.2% | 1,001 | $240K |
| SOL Capital Management CO | 0.03% | No change | 1,000 | $240K |
| FreeGulliver LLC | 0.21% | No change | 1,000 | $240K |
| Creegan & Nassoura Financial Group, LLC | 0.16% | No change | 1,000 | $240K |
| Avestar Capital, LLC | 0.03% | No change | 1,000 | $240K |
| Invst, LLC | 0.03% | No change | 995 | $238K |
| TCP Asset Management, LLC | 0.06% | Add +0.8% | 992 | $238K |
| SilverOak Wealth Management LLC | 0.06% | No change | 981 | $235K |
| Better Money Decisions, LLC | 0.19% | Add +0.1% | 977 | $234K |
| Retirement Capital Strategies | 0.09% | Reduce -86.0% | 964 | $231K |
| Keb Asset Management, LLC | 0.08% | No change | 964 | $231K |
| BetterWealth, LLC | 0.07% | New | 959 | $230K |
| Valmark Advisers, Inc. | 0.00% | No change | 948 | $227K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 939 | $225K |
| Centaurus Financial, Inc. | 0.02% | No change | 930 | $223K |
| Hilltop Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 922 | $221K |
| Avion Wealth | 0.06% | No change | 910 | $219K |
| JDM Financial Group LLC | 0.16% | Add +0.2% | 910 | $218K |
| Hibernia Wealth Partners, LLC | 0.15% | New | 905 | $217K |
| Westover Capital Advisors, LLC | 0.06% | New | 904 | $217K |
| Wealthspan Partners, LLC | 0.13% | New | 903 | $217K |
| Burney Co./ | 0.01% | New | 900 | $216K |
| Brass Tax Wealth Management, Inc. | 0.11% | — | 896 | $215K |
| LRI Investments, LLC | 0.05% | — | 896 | $215K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -5.3% | 892 | $214K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -8.4% | 890 | $213K |
| CFO4Life Group, LLC | 0.04% | New | 889 | $213K |
| Marco Investment Management LLC | 0.02% | Reduce -5.0% | 889 | $213K |
| Waller Financial Planning Group, Inc. | 0.06% | New | 888 | $213K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +285.6% | 887 | $213K |
| NBT Bank, N.A. | 0.02% | Reduce -6.0% | 885 | $212K |
| Francis Financial, Inc. | 0.07% | Reduce -17.2% | 884 | $212K |
| Urban Financial Advisory Corp | 0.13% | New | 878 | $210K |
| Cladis Investment Advisory, LLC | 0.15% | New | 865 | $207K |
| SkyOak Wealth, LLC | 0.05% | New | 864 | $207K |
| Pine Harbor Wealth Management, LLC | 0.13% | Reduce -64.7% | 855 | $205K |
| AAF Wealth Management, LLC | 0.12% | New | 853 | $205K |
| Pacific Sun Financial Corp | 0.12% | New | 850 | $204K |
| Sterling Wealth Management, Inc. | 0.10% | New | 848 | $203K |
| Clarity Financial LLC | 0.03% | Reduce -31.5% | 844 | $202K |
| Apella Capital, LLC | 0.01% | New | 847 | $202K |
| Citadel Advisors | 0.00% | Reduce -72.6% | 841 | $202K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 835 | $200K |
| GoalVest Advisory LLC | 0.07% | No change | 829 | $199K |
| Ballast Advisors LLC | 0.07% | Reduce -1.3% | 827 | $198K |
| CNB Bank | 0.10% | No change | 820 | $197K |
| Goodman Advisory Group, LLC | 0.06% | No change | 803 | $193K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 797 | $191K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Reduce -2.5% | 782 | $187K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 777 | $186K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 773 | $185K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.3% | 764 | $183K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -90.1% | 760 | $182K |
| Marquette Asset Management, LLC | 0.03% | No change | 736 | $176K |
| Halpern Financial, Inc. | 0.05% | No change | 730 | $174K |
| Kathleen S. Wright Associates Inc. | 0.08% | Add +3.9% | 714 | $171K |
| National Bank of Canada | 0.00% | No change | 712 | $170K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -23.2% | 701 | $168K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 695 | $167K |
| Solstein Capital, LLC | 0.11% | No change | 665 | $159K |
| Van Den Berg Management I, Inc. | 0.05% | No change | 658 | $158K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.1% | 644 | $154K |
| WealthShield Partners, LLC | 0.02% | No change | 632 | $152K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 632 | $152K |
| Montag A & Associates Inc. | 0.01% | No change | 614 | $147K |
| Fernwood Investment Management, LLC | 0.04% | New | 610 | $146K |
| Front Row Advisors LLC | 0.05% | Add +26.2% | 602 | $144K |
| Key Financial Inc | 0.04% | No change | 595 | $143K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +0.2% | 593 | $142K |
| Clearstead Advisors, LLC | 0.01% | No change | 589 | $141K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +8.1% | 572 | $137K |
| Stephens Consulting, LLC | 0.04% | No change | 549 | $132K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 510 | $122K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 505 | $121K |
| PSI Advisors, LLC | 0.04% | Reduce -24.7% | 502 | $120K |
| Colonial Trust Co / SC | 0.02% | No change | 501 | $120K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | Reduce -37.5% | 500 | $120K |
| Alaska Wealth Advisors, LLC | 0.02% | No change | 491 | $118K |
| Byrne Asset Management LLC | 0.10% | Add +13.4% | 490 | $117K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +4.1% | 479 | $115K |
| Impact Partnership Wealth, LLC | 0.04% | No change | 473 | $113K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 440 | $106K |
| Perkins Coie Trust Co | 0.02% | No change | 441 | $106K |
| Motco | 0.01% | No change | 440 | $105K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Add +21.9% | 412 | $99K |
| Caldwell Trust Co | 0.01% | No change | 410 | $98K |
| First Manhattan Co. Llc. | 0.00% | No change | 394 | $94K |
| DT Investment Partners, LLC | 0.01% | No change | 379 | $91K |
| Mitchell Sinkler & Starr | 0.02% | New | 370 | $89K |
| Grove Bank & Trust | 0.01% | No change | 366 | $88K |
| Colonial Trust Advisors | 0.01% | No change | 349 | $84K |
| Intelligent Financial Strategies | 0.05% | No change | 348 | $83K |
| Ancora Advisors LLC | 0.00% | Add +0.3% | 348 | $83K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 335 | $80K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -2.4% | 323 | $77K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 330 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | Add +212.2% | 306 | $73K |
| Assetmark, Inc. | 0.00% | Reduce -40.8% | 292 | $70K |
| Highline Wealth Partners LLC | 0.03% | Add +190.0% | 290 | $70K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -1.4% | 287 | $69K |
| PFG Private Wealth Management, LLC | 0.04% | New | 263 | $63K |
| Granite FO LLC | 0.04% | No change | 243 | $62K |
| Webster Bank, N. A. | 0.01% | No change | 257 | $62K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 251 | $60K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 239 | $57K |
| Powell Investment Advisors, LLC | 0.03% | No change | 226 | $54K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 219 | $52K |
| Sound Income Strategies, LLC | 0.00% | Reduce -19.9% | 213 | $51K |
| Bray Capital Advisors | 0.01% | No change | 210 | $50K |
| Resources Management Corp. /CT/ | 0.01% | No change | 210 | $50K |
| Colony Family Offices, LLC | 0.02% | Reduce -30.1% | 207 | $50K |
| Capital Analysts, LLC | 0.00% | Add +0.5% | 201 | $48K |
| Archer Investment Corp | 0.01% | Reduce -21.7% | 198 | $47K |
| Pineridge Advisors LLC | 0.02% | No change | 189 | $45K |
| Chilton Capital Management LLC | 0.00% | No change | 189 | $45K |
| Private Trust Co. NA | 0.00% | No change | 185 | $44K |
| Tucker Asset Management LLC | 0.01% | Reduce -4.7% | 183 | $44K |
| Orion Capital Management LLC | 0.02% | No change | 182 | $44K |
| Tyler-Stone Wealth Management | 0.02% | Add +171.9% | 174 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $41K |
| Howe & Rusling Inc. | 0.00% | New | 169 | $41K |
| Bangor Savings Bank | 0.00% | New | 167 | $40K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 162 | $39K |
| Union Savings Bank | 0.02% | No change | 155 | $37K |
| Trust Co | 0.00% | No change | 146 | $35K |
| Hoertkorn Richard Charles | 0.01% | No change | 145 | $35K |
| Westside Investment Management, Inc. | 0.01% | Add +21.2% | 143 | $34K |
| Red Tortoise LLC | 0.02% | New | 140 | $34K |
| Wiser Advisor Group LLC | 0.05% | No change | 139 | $33K |
| Field & Main Bank | 0.01% | No change | 138 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 133 | $32K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 130 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 127 | $28K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -86.8% | 112 | $27K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 102 | $24K |
| West Financial Advisors, LLC | 0.01% | Reduce -13.8% | 100 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 89 | $21K |
| GW&K Investment Management, LLC | 0.00% | No change | 82 | $20K |
| Perritt Capital Management Inc | 0.01% | No change | 80 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -14.0% | 80 | $19K |
| Evolution Advisers, Inc. | 0.01% | No change | 76 | $19K |
| Gradient Investments LLC | 0.00% | Add +0.0% | 78 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 77 | $18K |
| Broadwater Capital Management LLC | 0.01% | No change | 75 | $18K |
| Tidemark, LLC | 0.01% | Reduce -35.5% | 71 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.7% | 70 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 76 | $17K |
| Northwest Capital Management Inc | 0.01% | No change | 69 | $17K |
| LifeSteps Financial, Inc. | 0.01% | New | 67 | $16K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 64 | $15K |
| Benjamin Edwards Inc. | 0.00% | New | 61 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $14K |
| Dunhill Financial, LLC | 0.01% | No change | 54 | $13K |
| IFP Advisors, Inc | 0.00% | Reduce -62.9% | 53 | $13K |
| PFS Partners, LLC | 0.01% | No change | 46 | $11K |
| Hanson & Doremus Investment Management | 0.00% | No change | 43 | $10K |
| Vima LLC | 0.01% | No change | 52 | $10K |
| Clean Yield Group | 0.00% | Reduce -51.2% | 40 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 36 | $9K |
| Larson Financial Group LLC | 0.00% | No change | 35 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 31 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | New | 30 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 32 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 28 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 24 | $6K |
| TruNorth Capital Management, LLC | 0.00% | — | 24 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $5K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -43.2% | 21 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 20 | $5K |
| Hanseatic Management Services Inc. | 0.01% | No change | 19 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +26.7% | 19 | $5K |
| Macroview Investment Management LLC | 0.00% | New | 15 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 15 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +200.0% | 12 | $3K |
| Nvwm, LLC | 0.00% | Reduce -75.8% | 8 | $2K |
| Pathway Financial Advisers, LLC | 0.00% | New | 6 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 2 | $480 |
| Sachetta, LLC | 0.00% | No change | 2 | $439 |
"% of holder's portfolio" is VV's weight in each manager's 13F, not the share of Vngrd Mrgstr LRG-Cap ETF-Usd the manager owns.