Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q2 2024 (June 30)1,043holders −1
69new positions
69sold out
2famous investors
$245.09avg. 13F price*
At the end of Q2 2024, 1,043 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, down 1 from Q1 2024. 69 opened new positions and 69 sold out. The largest holders were Jones Financial Companies LLLP ($4.3B), Creative Planning ($3.2B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.6B). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vngrd Mrgstr LRG-Cap ETF-Usd
- Filed as
- VANGUARD INDEX FDS (Q2 2024)
- CUSIP
- 922908637
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $229.5M |
| Exits | 69 | $119.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,734,293 shares bought and 2,544,028 shares sold, net +3,190,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,043 holders
| Jones Financial Companies LLLP | 4.95% | Add +2.0% | 17,148,012 | $4.3B |
| Creative Planning | 3.45% | Add +1.0% | 12,959,229 | $3.2B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 16.29% | No change | 6,543,317 | $1.6B |
| Vanguard Group Inc. | 0.02% | Add +3.9% | 3,317,217 | $828.0M |
| Bank of America Corp. | 0.07% | Reduce -2.7% | 3,088,328 | $770.9M |
| Morgan Stanley | 0.05% | Add +1.6% | 2,703,432 | $674.8M |
| Northwestern Mutual Wealth Management Co. | 0.61% | Reduce -1.1% | 2,472,040 | $617.1M |
| UBS Group AG | 0.16% | Add +0.2% | 2,136,306 | $533.3M |
| PNC Financial Services Group, Inc. | 0.35% | Reduce -0.1% | 2,130,966 | $531.9M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +19.1% | 1,746,195 | $435.9M |
| FMR LLC | 0.03% | Reduce -0.8% | 1,637,711 | $408.8M |
| Johnson Financial Group, LLC | 46.39% | Add +1.2% | 1,421,237 | $354.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -2.6% | 1,326,117 | $331.0M |
| Wells Fargo & Company | 0.08% | Add +0.8% | 1,262,012 | $315.0M |
| Capital Asset Advisory Services LLC | 15.10% | Reduce -1.3% | 1,091,477 | $278.4M |
| Axxcess Wealth Management, LLC | 7.53% | Reduce -0.1% | 1,106,992 | $276.3M |
| Tiaa Trust, National Association | 0.82% | Reduce -1.0% | 1,058,898 | $264.3M |
| Balentine LLC | 11.75% | Reduce -0.7% | 1,035,817 | $258.6M |
| Moneta Group Investment Advisors LLC | 4.07% | Reduce -0.3% | 1,020,772 | $254.8M |
| Wealthfront Advisers LLC | 0.73% | Add +1.7% | 869,582 | $217.1M |
| Pathstone Holdings, LLC | 0.96% | Reduce -3.4% | 848,634 | $211.8M |
| Ameriprise Financial Inc. | 0.05% | Add +2.0% | 793,619 | $198.1M |
| LPL Financial LLC | 0.10% | Add +12.5% | 775,774 | $193.6M |
| Focus Partners Wealth | 0.64% | Add +101.8% | 759,692 | $189.6M |
| Royal Bank of Canada | 0.04% | Add +1.0% | 703,640 | $175.6M |
| Wealthquest Corp | 17.97% | Reduce -90.3% | 67,367 | $168.6M |
| JFG Wealth Management, LLC | 46.66% | Add +3.3% | 656,434 | $163.9M |
| Cresset Asset Management, LLC | 0.67% | Reduce -2.1% | 625,830 | $156.7M |
| Bleakley Financial Group, LLC | 4.34% | Add +3.5% | 602,085 | $150.3M |
| Simplicity Wealth,LLC | 3.40% | Add +3.5% | 602,079 | $150.3M |
| Voya Financial Advisors, Inc. | 16.56% | Add +0.1% | 582,015 | $146.5M |
| James J. Burns & Company, LLC | 27.70% | Add +40.2% | 564,217 | $140.8M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +0.5% | 550,081 | $137.3M |
| Coldstream Capital Management Inc. | 3.04% | Reduce -2.4% | 500,028 | $124.8M |
| Signaturefd, LLC | 2.28% | Reduce -3.8% | 450,085 | $112.4M |
| Mariner, LLC | 0.21% | Add +5.4% | 440,897 | $110.1M |
| Wealthspire Advisors, LLC | 1.41% | Reduce -0.7% | 440,264 | $109.9M |
| Millburn Ridgefield LLC | 2.90% | No change | 435,581 | $108.7M |
| Catalyst Capital Advisors LLC | 2.51% | No change | 435,581 | $108.7M |
| Garde Capital, Inc. | 7.52% | Reduce -0.1% | 433,907 | $108.3M |
| Mason & Associates, LLC | 33.95% | New | 414,319 | $103.4M |
| GeoWealth Management, LLC | 4.46% | Add +3.4% | 411,009 | $102.6M |
| Commonwealth Equity Services, LLC | 0.16% | Add +0.5% | 404,423 | $101.0M |
| Ballentine Partners, LLC | 1.80% | Add +0.0% | 390,616 | $97.5M |
| Heartwood Wealth Advisors LLC | 11.40% | Add +0.8% | 382,041 | $95.4M |
| Cetera Investment Advisers | 0.22% | Reduce -4.0% | 376,215 | $93.9M |
| Baltimore-Washington Financial Advisors, Inc. | 5.50% | Add +2.6% | 374,204 | $93.4M |
| Osaic Holdings, Inc. | 0.20% | Reduce -10.7% | 333,504 | $83.3M |
| Fifth Third Bancorp | 0.32% | Add +0.2% | 332,072 | $82.9M |
| Pittenger & Anderson Inc. | 3.24% | Add +2.7% | 315,812 | $78.8M |
| MilWealth Group LLC | 23.81% | Reduce -1.5% | 302,375 | $75.5M |
| Equitable Holdings, Inc. | 0.76% | Add +0.0% | 290,806 | $72.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.9% | 290,022 | $72.4M |
| Agf Management Ltd. | 0.40% | Reduce -2.6% | 286,567 | $71.5M |
| MML Investors Services, LLC | 0.28% | Reduce -0.0% | 281,368 | $70.2M |
| Transamerica Financial Advisors, LLC | 7.20% | No change | 270,041 | $67.4M |
| Juncture Wealth Strategies, LLC | 26.79% | Add +3.0% | 256,131 | $63.9M |
| Truepoint, Inc. | 1.82% | Reduce -2.5% | 255,381 | $63.7M |
| Trust Point Inc. | 4.86% | Add +1.7% | 242,878 | $60.6M |
| Oak Hill Wealth Advisors, LLC | 17.91% | — | 236,699 | $59.1M |
| Captrust Financial Advisors | 0.19% | Reduce -0.7% | 230,444 | $57.5M |
| Parallel Advisors, LLC | 1.45% | Reduce -0.2% | 226,775 | $56.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +32.5% | 204,620 | $51.1M |
| Jaffetilchin Investment Partners, LLC | 4.21% | Add +0.1% | 197,468 | $49.3M |
| Addis & Hill, Inc | 37.33% | Add +0.5% | 177,607 | $44.8M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 172,786 | $43.1M |
| JMG Financial Group, Ltd. | 1.59% | Reduce -0.7% | 171,114 | $42.7M |
| Sunflower Bank, N.A. | 10.02% | Add +29.3% | 170,083 | $42.5M |
| Plante Moran Financial Advisors, LLC | 4.17% | Add +0.4% | 167,279 | $41.8M |
| Badgley Phelps Wealth Managers, LLC | 0.98% | Add +0.2% | 157,981 | $39.6M |
| Acropolis Investment Management, LLC | 2.49% | Reduce -2.7% | 157,848 | $39.4M |
| Baker Avenue Asset Management, LP | 1.34% | Add +3.6% | 156,933 | $39.2M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -3.0% | 149,087 | $37.2M |
| Kathmere Capital Management, LLC | 3.81% | Add +2.2% | 143,846 | $35.9M |
| Comerica Bank | 0.15% | Reduce -7.3% | 142,269 | $35.5M |
| Pure Financial Advisors, LLC | 0.93% | Reduce -3.1% | 134,049 | $33.5M |
| Hurlow Wealth Management Group, Inc. | 11.44% | Add +0.4% | 133,465 | $33.3M |
| QRG Capital Management, Inc. | 0.39% | Add +9.3% | 132,580 | $33.1M |
| &partners | 1.43% | Reduce -24.2% | 130,462 | $32.6M |
| Corient Private Wealth LP | 0.06% | Add +23.0% | 127,578 | $31.8M |
| Syntrinsic LLC | 10.45% | Add +0.8% | 126,593 | $31.5M |
| Woodard & Co. Asset Management Group Inc. | 7.77% | Add +7.2% | 124,691 | $31.1M |
| Haverford Trust Co | 0.33% | Add +17.8% | 124,314 | $31.0M |
| McIlrath & Eck, LLC | 4.32% | Add +9.3% | 116,489 | $29.1M |
| HighTower Advisors, LLC | 0.04% | Add +1.9% | 112,974 | $28.2M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -29.6% | 112,544 | $28.1M |
| Sage Financial Group Inc. | 2.43% | Add +0.1% | 112,435 | $28.1M |
| Ieq Capital, LLC | 0.37% | Reduce -1.2% | 110,148 | $27.5M |
| Cerity Partners LLC | 0.07% | Add +4.9% | 108,990 | $27.2M |
| Latigo Investments, LLC | 13.93% | No change | 108,982 | $27.2M |
| Raymond James & Associates | 0.02% | Reduce -5.7% | 108,020 | $27.0M |
| Leavell Investment Management, Inc. | 1.48% | Reduce -1.5% | 107,171 | $26.8M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -2.5% | 106,564 | $26.6M |
| Wade Financial Advisory, Inc | 8.92% | Reduce -1.4% | 99,255 | $24.8M |
| Moller Wealth Partners | 6.26% | Reduce -5.1% | 93,932 | $23.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 93,931 | $23.4M |
| Madison Asset Management, LLC | 0.29% | Add +96.6% | 94,429 | $23.1M |
| Franklin Resources Inc. | 0.01% | Add +0.3% | 89,252 | $22.3M |
| TD Capital Management LLC | 2.33% | Reduce -1.2% | 89,199 | $22.3M |
| Choreo, LLC | 0.37% | Add +1.6% | 88,696 | $22.2M |
| Obsidian Cio, LLC | 5.21% | Add +26.8% | 87,856 | $21.9M |
| Beacon Capital Management, LLC | 4.00% | Reduce -3.1% | 87,019 | $21.7M |
| Kennicott Capital Management LLC | 8.74% | Add +7.0% | 84,186 | $21.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.0% | 83,407 | $20.8M |
| Koesten, Hirschmann & Crabtree, INC. | 13.24% | No change | 85,977 | $20.6M |
| BlueSky Wealth Advisors, LLC | 3.46% | New | 82,253 | $20.5M |
| Texas Capital Bank Wealth Management Services Inc | 2.10% | Add +1.6% | 80,890 | $20.2M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -1.6% | 80,558 | $20.1M |
| Bristlecone Advisors, LLC | 1.71% | Reduce -0.5% | 80,236 | $20.0M |
| Verus Financial Partners, Inc. | 2.28% | Reduce -15.0% | 78,643 | $19.6M |
| SPC Financial, Inc. | 1.78% | Reduce -2.6% | 77,111 | $19.2M |
| Roble, Belko & Company, Inc | 3.08% | Add +6.4% | 73,688 | $18.4M |
| Pinnacle Associates Ltd. | 0.29% | Reduce -0.1% | 73,659 | $18.4M |
| Arcadia Investment Advisors LLC | 10.29% | Reduce -2.4% | 72,591 | $18.1M |
| Wealth Architects, LLC | 2.21% | Reduce -3.9% | 72,360 | $18.1M |
| Truist Financial Corp. | 0.03% | Reduce -3.3% | 71,882 | $17.9M |
| Naples Global Advisors, LLC | 1.66% | Reduce -0.5% | 65,882 | $16.5M |
| Whittier Trust Co. of Nevada Inc. | 0.46% | Reduce -0.5% | 66,076 | $16.5M |
| First Hawaiian Bank | 0.55% | Reduce -2.5% | 65,740 | $16.4M |
| CX Institutional | 0.76% | Add +9.1% | 64,519 | $16.1M |
| SageView Advisory Group, LLC | 0.98% | New | 63,118 | $15.8M |
| Sculati Wealth Management, LLC | 6.58% | Add +41.5% | 61,414 | $15.3M |
| Financial Management Professionals, Inc. | 2.09% | Add +1.5% | 61,127 | $15.3M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -2.2% | 61,075 | $15.2M |
| Adams Wealth Management | 3.49% | Add +8.2% | 60,688 | $15.1M |
| CacheTech Inc. | 3.49% | — | 60,688 | $15.1M |
| Farrell Financial LLC | 11.74% | Add +11.1% | 60,361 | $15.1M |
| Mb, Levis & Associates, LLC | 7.87% | Reduce -0.1% | 59,960 | $15.0M |
| NewEdge Wealth, LLC | 0.32% | Add +1.7% | 58,329 | $14.6M |
| Biltmore Family Office, LLC | 2.64% | Add +2.7% | 57,189 | $14.3M |
| Atmos Advisory, LLC | 11.16% | Add +3.3% | 57,171 | $14.3M |
| Integris Wealth Management, LLC | 4.11% | Reduce -0.7% | 56,989 | $14.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.41% | Reduce -5.7% | 54,468 | $13.6M |
| Advocate Group LLC | 2.68% | Add +5.2% | 53,336 | $13.3M |
| Horizons Wealth Management | 10.45% | Reduce -27.7% | 52,068 | $13.1M |
| Wheelhouse Advisory Group LLC | 9.17% | Add +2.9% | 51,655 | $13.0M |
| Chatham Capital Group, Inc. | 2.27% | Add +1.0% | 52,179 | $13.0M |
| Alesco Advisors, LLC, An ESL Co | 0.42% | Reduce -0.2% | 51,469 | $12.8M |
| Destination Wealth Management | 0.42% | Reduce -3.0% | 50,874 | $12.7M |
| Bank Hapoalim BM | 1.88% | New | 50,800 | $12.7M |
| D.A. Davidson & Co. | 0.11% | Reduce -0.7% | 50,795 | $12.7M |
| Tarbox Family Office, Inc. | 2.23% | Reduce -0.9% | 50,555 | $12.6M |
| Total Investment Management Inc. | 1.62% | Add +0.5% | 49,297 | $12.3M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 5.06% | Reduce -0.6% | 48,743 | $12.2M |
| Exchange Traded Concepts, LLC | 0.31% | New | 48,570 | $12.1M |
| Trustmark Bank Trust Department | 0.97% | Add +8.0% | 48,323 | $12.1M |
| CW Advisors, LLC | 0.19% | Add +0.0% | 48,322 | $12.1M |
| Headinvest, LLC | 2.36% | Add +0.1% | 47,988 | $12.0M |
| Capital Advisors, Ltd. LLC | 1.54% | Add +0.7% | 47,559 | $11.9M |
| SC&H Financial Advisors, Inc. | 2.88% | Reduce -0.7% | 47,011 | $11.7M |
| Riverpoint Wealth Management Holdings, LLC | 3.22% | Reduce -0.1% | 46,461 | $11.6M |
| Alliancebernstein L.P. | 0.00% | Add +5.0% | 46,275 | $11.6M |
| Stifel Financial Corp. | 0.01% | Reduce -0.1% | 45,989 | $11.5M |
| Amtrust Financial Services, Inc. | 5.81% | No change | 45,800 | $11.4M |
| Fusion Family Wealth, LLC | 1.16% | Reduce -0.7% | 45,485 | $11.4M |
| Northern Capital Management, Inc. | 7.48% | Add +19.0% | 44,872 | $11.2M |
| Leeward Financial Partners, LLC | 4.50% | Add +2.4% | 44,427 | $11.1M |
| Keybank National Association | 0.05% | Reduce -0.1% | 44,298 | $11.1M |
| St. Louis Trust Co | 1.66% | Add +0.0% | 43,582 | $10.9M |
| Investors Research Corp | 2.53% | Add +5.7% | 43,374 | $10.8M |
| Ledyard National Bank | 1.04% | Reduce -4.6% | 42,975 | $10.7M |
| Cornerstone Advisors Asset Management, LLC | 2.95% | Reduce -0.0% | 41,806 | $10.4M |
| Patriot Investment Management Group, Inc. | 0.79% | Reduce -0.6% | 40,613 | $10.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.9% | 39,715 | $9.9M |
| MAI Capital Management | 0.10% | Reduce -3.2% | 39,451 | $9.8M |
| Gibson Capital, LLC | 2.17% | No change | 39,372 | $9.8M |
| Cranbrook Wealth Management, LLC | 2.40% | Reduce -1.4% | 39,147 | $9.8M |
| Brown Advisory Inc. | 0.01% | Reduce 0.0% | 39,010 | $9.7M |
| Venture Visionary Partners LLC | 0.45% | Reduce -0.6% | 38,772 | $9.7M |
| Proffitt & Goodson Inc. | 1.70% | Reduce -3.6% | 38,601 | $9.6M |
| Atria Investments, Inc | 0.12% | Add +2.2% | 38,281 | $9.6M |
| Continuum Advisory, LLC | 1.38% | Reduce -0.4% | 38,216 | $9.5M |
| Cullen/Frost Bankers, Inc. | 0.14% | Add +0.8% | 38,135 | $9.5M |
| Brighton Jones LLC | 0.31% | Reduce -0.6% | 37,704 | $9.4M |
| Intergy Private Wealth, LLC | 3.83% | Reduce -1.6% | 37,191 | $9.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.7% | 36,593 | $9.1M |
| NewEdge Advisors, LLC | 0.07% | Reduce -5.9% | 36,414 | $9.1M |
| Buckingham Strategic Wealth, LLC | 0.09% | Add +0.7% | 36,308 | $9.1M |
| BIP Wealth, LLC | 0.74% | Reduce -2.0% | 36,280 | $9.1M |
| Northeast Investment Management | 0.42% | No change | 35,932 | $9.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 35,690 | $8.9M |
| Strategic Equity Management | 5.64% | Add +90.5% | 34,663 | $8.7M |
| Whittier Trust Co. | 0.12% | Reduce -1.4% | 34,176 | $8.5M |
| Transcend Capital Advisors, LLC | 0.61% | Add +0.0% | 33,727 | $8.4M |
| Idaho Trust Co | 4.27% | New | 33,477 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -1.9% | 33,311 | $8.3M |
| HBK Sorce Advisory LLC | 0.29% | Reduce -0.9% | 33,280 | $8.3M |
| Capital Planning LLC | 2.46% | Add +27.9% | 32,716 | $8.2M |
| Orin Green Financial, LLC | 3.77% | New | 32,786 | $8.2M |
| Citizens Financial Group Inc. | 0.18% | Add +2.2% | 31,805 | $8.0M |
| Allworth Financial LP | 0.05% | Add +4.1% | 31,607 | $8.0M |
| Retireful, LLC | 3.73% | New | 31,748 | $7.9M |
| Carlson Capital Management | 0.37% | Add +0.6% | 31,446 | $7.8M |
| Merriman Wealth Management, LLC | 0.34% | Add +6.6% | 31,208 | $7.8M |
| Simmons Bank | 0.59% | Reduce -2.7% | 31,144 | $7.8M |
| 1900 Wealth Management LLC | 0.72% | Add +1.8% | 31,004 | $7.7M |
| JNBA Financial Advisors | 0.81% | Add +0.7% | 30,859 | $7.7M |
| Novak & Powell Financial Services, Inc. | 4.78% | Add +1.0% | 30,830 | $7.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +1012.6% | 30,697 | $7.7M |
| CENTRAL TRUST Co | 0.19% | Add +47.0% | 30,577 | $7.6M |
| Transcendent Capital Group LLC | 4.34% | Reduce -1.4% | 30,199 | $7.5M |
| HB Wealth Management, LLC | 0.09% | Reduce -0.0% | 29,943 | $7.5M |
| Mayport, LLC | 2.65% | Add +3.4% | 29,801 | $7.4M |
| Glenmede Trust Co. NA | 0.04% | Reduce -0.9% | 29,573 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.9% | 31,129 | $7.4M |
| US Bancorp \de | 0.01% | Add +1.4% | 29,371 | $7.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.81% | Add +0.7% | 28,877 | $7.2M |
| Natixis Advisors, LLC | 0.02% | Add +11.4% | 27,991 | $7.0M |
| Gainplan LLC | 3.33% | Add +4.0% | 27,626 | $6.9M |
| Stonegate Investment Group, LLC | 0.20% | Add +6.9% | 27,243 | $6.8M |
| Glenview Trust Co | 0.13% | Add +0.6% | 26,394 | $6.6M |
| Lion Street Advisors, LLC | 2.42% | Add +3.6% | 26,141 | $6.5M |
| Callan Capital, LLC | 0.54% | Add +0.1% | 26,140 | $6.5M |
| Armbruster Capital Management, Inc. | 1.35% | No change | 26,015 | $6.5M |
| Apexium Financial, LP | 0.46% | No change | 25,859 | $6.5M |
| Mather Group, Llc. | 0.08% | Add +84.8% | 26,828 | $6.4M |
| Texas Yale Capital Corp. | 0.31% | No change | 25,732 | $6.4M |
| Cascade Financial Partners, LLC | 0.84% | Reduce -2.0% | 25,730 | $6.4M |
| Tortoise Investment Management, LLC | 0.73% | Add +8.0% | 25,619 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | New | 25,377 | $6.3M |
| Clarius Group, LLC | 0.45% | Add +2.6% | 25,360 | $6.3M |
| World Investment Advisors | 0.39% | Add +1118.6% | 25,128 | $6.3M |
| Farther Finance Advisors, LLC | 0.30% | Add +2.2% | 24,676 | $6.2M |
| Commerce Bank | 0.04% | Reduce -9.0% | 24,584 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.9% | 24,563 | $6.1M |
| Smithfield Trust Co | 0.32% | Reduce -0.6% | 24,555 | $6.1M |
| Red Wave Investments LLC | 2.24% | Add +1.0% | 24,333 | $6.1M |
| Avior Wealth Management, LLC | 0.26% | Reduce -0.6% | 24,185 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | — | 25,651 | $6.0M |
| Lodestar Private Asset Management LLC | 0.82% | Reduce -1.5% | 23,802 | $5.9M |
| Moneywise, Inc. | 3.14% | Add +81.0% | 23,758 | $5.9M |
| N.E.W. Advisory Services LLC | 0.64% | Reduce -0.8% | 23,665 | $5.9M |
| Ritholtz Wealth Management | 0.19% | Add +8.9% | 23,517 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -16.8% | 23,034 | $5.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.5% | 22,999 | $5.7M |
| Sawgrass Asset Management LLC | 0.62% | Add +32.6% | 22,775 | $5.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +0.4% | 22,540 | $5.6M |
| Cary Street Partners Investment Advisory LLC | 0.23% | Reduce -53.4% | 22,382 | $5.6M |
| Bank of Montreal | 0.00% | Add +0.8% | 22,202 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.16% | Reduce -0.3% | 22,203 | $5.5M |
| Adero Partners, LLC | 0.40% | No change | 22,179 | $5.5M |
| Kendall Capital Management | 1.84% | Reduce -0.5% | 22,158 | $5.5M |
| Summit Trail Advisors, LLC | 0.14% | Add +47.1% | 22,029 | $5.5M |
| Hall Kathryn A. | 1.28% | No change | 22,100 | $5.5M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.1% | 21,828 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.56% | Add +1.6% | 21,813 | $5.4M |
| Ifrah Financial Services, Inc. | 1.52% | Reduce -3.6% | 21,501 | $5.4M |
| Dorsey & Whitney Trust CO LLC | 0.37% | Add +3.5% | 21,476 | $5.4M |
| Intrust Bank NA | 0.57% | Reduce -9.3% | 21,373 | $5.3M |
| Marietta Wealth Management, LLC | 0.79% | Add +0.0% | 20,326 | $5.1M |
| Ironwood Financial, llc | 1.13% | Add +7.4% | 20,200 | $5.0M |
| Caitlin John, LLC | 3.67% | Add +9.9% | 20,159 | $5.0M |
| Black Diamond Financial, LLC | 0.96% | Reduce -0.3% | 19,913 | $5.0M |
| Topel & Distasi Wealth Management, LLC | 2.18% | Add +0.5% | 19,877 | $5.0M |
| Gradient Capital Advisors, LLC | 1.74% | Reduce -1.6% | 19,464 | $4.9M |
| Vontobel Holding Ltd. | 0.02% | Reduce -2.7% | 18,776 | $4.7M |
| Phillips Financial Management, LLC | 0.38% | Add +0.5% | 18,593 | $4.6M |
| American Investment Services, Inc. | 0.82% | Add +0.1% | 18,520 | $4.6M |
| Flagship Harbor Advisors, LLC | 0.28% | Reduce -1.3% | 18,430 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.48% | Reduce -0.5% | 17,972 | $4.5M |
| Wedmont Private Capital | 0.28% | Add +0.1% | 17,435 | $4.5M |
| One Capital Management, LLC | 0.15% | Add +0.8% | 17,869 | $4.5M |
| IFG Advisory, LLC | 0.28% | Reduce -4.0% | 17,737 | $4.4M |
| Riverview Trust Co | 4.19% | Add +16.7% | 17,649 | $4.4M |
| Fiducient Advisors LLC | 0.59% | New | 16,955 | $4.2M |
| Interactive Financial Advisors, Inc. | 2.32% | Add +0.5% | 16,849 | $4.2M |
| BLB&B Advisors, LLC | 0.23% | Reduce -5.6% | 16,835 | $4.2M |
| WASHINGTON TRUST Co | 0.15% | No change | 16,485 | $4.1M |
| Pioneer Wealth Management Group | 2.17% | Reduce -1.6% | 16,373 | $4.1M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -0.1% | 16,170 | $4.0M |
| Pitcairn Co. | 0.25% | No change | 16,112 | $4.0M |
| Citigroup Inc. | 0.00% | Add +4.5% | 15,725 | $3.9M |
| Watershed Private Wealth LLC | 1.67% | Reduce -0.4% | 15,721 | $3.9M |
| Bragg Financial Advisors, Inc | 0.17% | Reduce -3.7% | 15,404 | $3.8M |
| McAdam, LLC | 0.23% | Reduce -3.1% | 15,176 | $3.8M |
| Evercore Wealth Management, LLC | 0.06% | No change | 15,147 | $3.8M |
| FC Advisory LLC | 1.39% | Add +1.0% | 15,146 | $3.8M |
| Patron Partners, LLC | 2.21% | Add +13.4% | 15,035 | $3.8M |
| JFS Wealth Advisors, LLC | 0.29% | Reduce -15.3% | 14,891 | $3.7M |
| Sand Hill Global Advisors, LLC | 0.17% | Add +296.4% | 14,629 | $3.7M |
| City Holding Co. | 0.54% | Add +23.1% | 14,586 | $3.6M |
| SWP Financial LLC | 2.40% | Add +5.8% | 14,525 | $3.6M |
| Abound Wealth Management | 1.33% | Reduce -0.1% | 14,479 | $3.6M |
| Warwick Investment Management, Inc. | 0.83% | Reduce -0.6% | 14,286 | $3.6M |
| Sequent Asset Management, LLC | 1.79% | Add +100.0% | 14,254 | $3.6M |
| Fairway Wealth LLC | 2.10% | Reduce -1.0% | 14,244 | $3.6M |
| Financial Connections Group, Inc. | 1.83% | New | 14,166 | $3.5M |
| Country Club Bank | 0.24% | No change | 13,913 | $3.5M |
| Councilor Wealth, LLC | 1.80% | Add +3.3% | 13,990 | $3.5M |
| Wells Financial Advisors INC | 2.30% | Reduce -1.4% | 13,990 | $3.5M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -0.2% | 13,851 | $3.5M |
| SigFig Wealth Management, LLC | 0.13% | Add +0.1% | 13,743 | $3.4M |
| Atticus Wealth Management, LLC | 1.12% | Reduce -0.3% | 13,735 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.33% | Reduce -0.4% | 13,641 | $3.4M |
| Betterment LLC | 0.01% | Add +105.8% | 13,504 | $3.4M |
| Mathes Company, Inc. | 1.23% | No change | 13,461 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +272.6% | 13,397 | $3.3M |
| Caprock Group, LLC | 0.14% | No change | 13,309 | $3.3M |
| PrairieView Partners, LLC | 0.36% | Reduce -2.4% | 12,852 | $3.2M |
| Human Investing LLC | 0.62% | Reduce -1.7% | 12,790 | $3.2M |
| Evanson Asset Management, LLC | 0.23% | Add +47.7% | 12,433 | $3.1M |
| Pinnacle Financial Group, LLC / IL | 1.32% | Reduce -0.0% | 12,380 | $3.1M |
| SouthState Bank Corp | 0.23% | Reduce -5.9% | 12,382 | $3.1M |
| PDS Planning, Inc | 0.31% | Reduce -1.4% | 12,237 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Reduce -7.2% | 12,223 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +66.5% | 12,195 | $3.0M |
| Roundview Capital LLC | 0.24% | Add +16.9% | 12,188 | $3.0M |
| PCA Investment Advisory Services Inc. | 1.59% | Add +0.9% | 12,148 | $3.0M |
| Miller Investment Management, LP | 0.36% | Add +99.8% | 12,101 | $3.0M |
| ARK & TLK Investments, LLC | 1.11% | Reduce -0.3% | 11,864 | $3.0M |
| Lido Advisors, LLC | 0.02% | Add +7.3% | 11,814 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -46.6% | 11,843 | $3.0M |
| Sheets Smith Wealth Management | 0.35% | Reduce -0.8% | 11,833 | $3.0M |
| True Wealth Design, LLC | 0.73% | Reduce -3.0% | 11,816 | $2.9M |
| Coppell Advisory Solutions LLC | 0.49% | — | 11,811 | $2.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -5.5% | 11,798 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Add +89.5% | 11,722 | $2.9M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.2% | 11,602 | $2.9M |
| Lake Street Advisors Group, LLC | 0.14% | Add +5.2% | 11,507 | $2.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.69% | Add +0.6% | 11,485 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +23.9% | 11,476 | $2.9M |
| Fortem Financial Group, LLC | 1.22% | Add +33.4% | 11,412 | $2.8M |
| Bessemer Group Inc. | 0.01% | No change | 11,335 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.38% | Add +9.5% | 11,189 | $2.8M |
| Raymond James Trust N.A. | 0.06% | Reduce -0.4% | 10,783 | $2.7M |
| Cardiff Park Advisors, LLC | 0.26% | Reduce -23.7% | 10,762 | $2.7M |
| Fortitude Advisory Group L.L.C. | 1.60% | Reduce -0.8% | 10,729 | $2.7M |
| Beaumont Financial Advisors, LLC | 0.21% | Add +0.9% | 10,691 | $2.7M |
| Glass Jacobson Investment Advisors llc | 0.97% | Add +7.1% | 10,677 | $2.7M |
| Boston Family Office LLC | 0.19% | Reduce -1.1% | 10,674 | $2.7M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -9.5% | 10,583 | $2.6M |
| Aspiriant, LLC | 0.11% | No change | 10,571 | $2.6M |
| Savant Capital, LLC | 0.03% | Add +174.4% | 10,547 | $2.6M |
| Parsons Capital Management Inc. | 0.18% | Add +1.6% | 10,543 | $2.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Reduce -8.7% | 10,519 | $2.6M |
| Obermeyer Wealth Partners | 0.15% | No change | 10,504 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | No change | 10,393 | $2.6M |
| Blankinship & Foster, LLC | 0.66% | No change | 10,285 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +7.6% | 10,245 | $2.6M |
| Alley Investment Management Company, LLC | 0.34% | No change | 9,909 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | No change | 9,739 | $2.4M |
| Financial Alternatives, Inc | 1.82% | No change | 9,723 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.42% | No change | 9,719 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -0.6% | 9,646 | $2.4M |
| Independent Financial Group, LLC | 0.10% | Reduce -17.1% | 9,580 | $2.4M |
| Legacy Advisors, LLC | 0.29% | Add +53.6% | 9,433 | $2.4M |
| Founders Financial Securities LLC | 0.22% | Add +18.3% | 9,460 | $2.4M |
| Wiser Wealth Management, Inc | 0.73% | No change | 9,423 | $2.4M |
| Royal Fund Management, LLC | 0.31% | Reduce -84.5% | 9,278 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -14.1% | 9,280 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.1% | 9,274 | $2.3M |
| Lanark Financial, Inc. | 0.21% | No change | 9,206 | $2.3M |
| Tudor Investment Corporation | 0.03% | New | 9,137 | $2.3M |
| Oxford Financial Group, LTD. LLC | 0.15% | No change | 9,047 | $2.3M |
| YHB Investment Advisors, Inc. | 0.19% | Add +1.3% | 8,850 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.2% | 8,791 | $2.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.61% | Reduce -2.7% | 8,770 | $2.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -17.0% | 8,588 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +7.7% | 8,696 | $2.2M |
| Dentgroup LLC | 1.75% | Reduce -0.7% | 8,677 | $2.2M |
| Nicolet Bankshares Inc. | 0.45% | Reduce -1.4% | 8,675 | $2.2M |
| M&T Bank Corp | 0.01% | Add +6.0% | 8,625 | $2.2M |
| Bluestem Financial Advisors, LLC | 1.09% | Reduce -10.8% | 8,614 | $2.2M |
| General Partner, Inc. | 1.37% | Reduce -4.6% | 8,588 | $2.1M |
| Janiczek Wealth Management, LLC | 0.44% | Add +2.1% | 8,388 | $2.1M |
| Daymark Wealth Partners, LLC | 0.10% | Add +36.2% | 8,301 | $2.1M |
| Stone Summit Wealth LLC | 0.73% | Add +0.0% | 8,200 | $2.0M |
| Freestone Capital Holdings, LLC | 0.07% | Add +0.6% | 8,016 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +4.1% | 7,902 | $2.0M |
| Great Point Wealth Advisors, LLC | 0.45% | Reduce -3.0% | 7,900 | $2.0M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -3.6% | 7,803 | $1.9M |
| Ellenbecker Investment Group | 0.39% | Add +7.4% | 7,770 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.9% | 7,691 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +8.9% | 7,691 | $1.9M |
| Howard Wealth Management, LLC | 1.51% | Add +6.2% | 7,673 | $1.9M |
| Boston Trust Walden Corp | 0.01% | No change | 7,645 | $1.9M |
| Partners in Financial Planning | 0.40% | No change | 7,390 | $1.8M |
| Empower Advisory Group, LLC | 0.01% | Add +1.3% | 7,289 | $1.8M |
| Gill Capital Partners, LLC | 0.70% | Reduce -0.3% | 7,280 | $1.8M |
| S.A. Mason LLC | 1.03% | Reduce -0.7% | 7,240 | $1.8M |
| Pallas Capital Advisors LLC | 0.08% | Add +64.8% | 7,099 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -7.0% | 7,181 | $1.8M |
| Claro Advisors Inc. | 0.28% | Reduce -10.6% | 7,147 | $1.8M |
| Measured Wealth Private Client Group, LLC | 0.62% | Reduce -0.1% | 7,098 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | New | 7,023 | $1.8M |
| AMG National Trust Bank | 0.05% | Reduce -5.8% | 6,999 | $1.7M |
| IHT Wealth Management, LLC | 0.06% | Add +5.5% | 6,765 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -6.1% | 6,751 | $1.7M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -1.9% | 6,674 | $1.7M |
| WealthTrust Asset Management, LLC | 1.21% | Reduce -3.5% | 6,654 | $1.7M |
| Legacy Private Trust Co. | 0.12% | No change | 6,634 | $1.7M |
| Staley Capital Advisers Inc. | 0.08% | Add +1.0% | 6,625 | $1.7M |
| Life Planning Partners, Inc | 1.50% | Reduce -0.8% | 6,600 | $1.6M |
| Renaissance Technologies | 0.00% | New | 6,600 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +2.4% | 6,569 | $1.6M |
| Scott & Selber, Inc. | 0.52% | Reduce -31.4% | 6,527 | $1.6M |
| Twin Focus Capital Partners, LLC | 0.26% | Add +14.0% | 6,520 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -0.9% | 6,509 | $1.6M |
| Prudential PLC | 0.01% | Reduce -6.8% | 6,460 | $1.6M |
| Private Management Group Inc. | 0.06% | Add +6.8% | 6,424 | $1.6M |
| SVB Wealth LLC | 0.04% | Reduce -56.4% | 6,412 | $1.6M |
| EnRich Financial Partners LLC | 0.58% | Reduce -8.2% | 6,374 | $1.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 6,327 | $1.6M |
| Forum Financial Management, LP | 0.03% | Reduce -31.9% | 6,325 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +1.3% | 6,300 | $1.6M |
| Davidson Trust Co. | 1.08% | No change | 6,256 | $1.6M |
| Quadcap Wealth Management, LLC | 0.28% | No change | 6,213 | $1.6M |
| Vista Capital Partners, Inc. | 0.19% | Reduce -13.8% | 6,149 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -6.3% | 6,085 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,075 | $1.5M |
| First Merchants Corp. | 0.06% | Reduce -7.8% | 6,071 | $1.5M |
| Round Rock Advisors LLC | 0.37% | Reduce -16.9% | 6,048 | $1.5M |
| Glassman Wealth Services | 0.28% | No change | 6,036 | $1.5M |
| Grandfield & Dodd, LLC | 0.10% | No change | 6,030 | $1.5M |
| Mustard Seed Financial, LLC | 1.44% | Add +5.4% | 6,023 | $1.5M |
| Mystic Asset Management, Inc. | 0.61% | Add +8.7% | 6,020 | $1.5M |
| Avalon Trust Co | 0.12% | No change | 6,000 | $1.5M |
| Berger Financial Group, Inc | 0.12% | No change | 5,972 | $1.5M |
| Fairman Group, LLC | 1.50% | Reduce -1.0% | 5,904 | $1.5M |
| Cypress Wealth Services, LLC | 0.33% | No change | 5,923 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.22% | Reduce -1.6% | 29,193 | $1.5M |
| Thomasville National Bank | 0.12% | Add +2.2% | 5,876 | $1.5M |
| Quantinno Capital Management LP | 0.03% | Add +48.7% | 5,860 | $1.5M |
| Balanced Rock Investment Advisors LLC | 1.23% | Add +4.9% | 5,853 | $1.5M |
| Principal Securities, Inc. | 0.04% | Add +35.6% | 5,821 | $1.5M |
| Versant Capital Management, Inc | 0.37% | Reduce -0.7% | 5,810 | $1.5M |
| Roman Butler Fullerton & Co. | 0.47% | Add +4.1% | 5,600 | $1.4M |
| Tsfg, LLC | 0.34% | No change | 5,775 | $1.4M |
| Brown, Lisle/Cummings, Inc. | 0.47% | No change | 5,755 | $1.4M |
| Center for Financial Planning, Inc. | 0.21% | Reduce -0.5% | 5,731 | $1.4M |
| Alerus Financial NA | 0.11% | No change | 5,705 | $1.4M |
| Plancorp, LLC | 0.06% | No change | 5,684 | $1.4M |
| Leo Wealth, LLC | 0.14% | Reduce -27.6% | 5,584 | $1.4M |
| Capital Management Associates, Inc | 0.84% | No change | 5,581 | $1.4M |
| Waldron Private Wealth LLC | 0.06% | No change | 5,460 | $1.4M |
| Olistico Wealth, LLC | 0.87% | No change | 5,470 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -0.8% | 5,456 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.0% | 5,417 | $1.4M |
| Wintrust Investments LLC | 0.11% | Add +7.2% | 5,412 | $1.4M |
| Rebalance, LLC | 0.11% | No change | 5,400 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -0.7% | 5,393 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | No change | 5,289 | $1.3M |
| Seamount Financial Group Inc. | 1.08% | Add +1.9% | 5,297 | $1.3M |
| Private Ocean, LLC | 0.12% | Add +9.1% | 5,275 | $1.3M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.3% | 5,297 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 5,227 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.15% | No change | 5,214 | $1.3M |
| Trust Co. of Vermont | 0.07% | No change | 5,188 | $1.3M |
| Sheaff Brock Investment Advisors, LLC | 0.12% | Add +1.3% | 5,173 | $1.3M |
| Uptick Partners, LLC | 0.99% | No change | 5,358 | $1.3M |
| Select Asset Management & Trust | 0.51% | No change | 5,093 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Reduce -9.2% | 5,075 | $1.3M |
| HTLF Bank | 0.14% | Add +113.8% | 5,066 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | New | 4,996 | $1.2M |
| Simon Quick Advisors, LLC | 0.09% | No change | 4,994 | $1.2M |
| Marquette Associates, Inc. | 0.93% | Reduce -33.7% | 4,961 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +5.7% | 4,933 | $1.2M |
| Aspen Wealth Management LLC | 0.42% | New | 4,899 | $1.2M |
| Battery Global Advisors, LLC | 0.81% | No change | 4,879 | $1.2M |
| Pathway Financial Advisors LLC | 0.33% | No change | 4,891 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +0.0% | 4,867 | $1.2M |
| Eagle Strategies LLC | 0.23% | Add +235.3% | 4,845 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | No change | 4,842 | $1.2M |
| AdvisorNet Financial, Inc | 0.11% | Add +28.1% | 4,834 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.12% | No change | 4,789 | $1.2M |
| Blair William & Co. | 0.00% | Add +8.2% | 4,775 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -4.1% | 4,768 | $1.2M |
| Silverlake Wealth Management LLC | 0.49% | Add +2.1% | 4,758 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -7.1% | 4,746 | $1.2M |
| Tranquility Partners, LLC | 0.45% | Reduce -0.4% | 4,732 | $1.2M |
| Lodestone Wealth Management LLC | 0.62% | No change | 4,731 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -13.7% | 4,710 | $1.2M |
| Equita Financial Network, Inc. | 0.49% | Add +3.0% | 4,700 | $1.2M |
| Summit Financial, LLC | 0.05% | Add +31.1% | 4,679 | $1.2M |
| Waypoint Capital Advisors, LLC | 0.29% | No change | 4,695 | $1.2M |
| Destiny Wealth Partners, LLC | 0.21% | No change | 4,666 | $1.2M |
| Prosperity Consulting Group, LLC | 0.16% | New | 4,633 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.21% | Add +3.4% | 4,454 | $1.2M |
| WealthCollab, LLC | 0.83% | Reduce -0.9% | 4,608 | $1.2M |
| Wealthstream Advisors, Inc. | 0.42% | No change | 4,555 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 4,541 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +17.9% | 4,495 | $1.1M |
| Ted Buchan & Co | 0.60% | Reduce -6.9% | 4,453 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | No change | 4,453 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.21% | Reduce -0.5% | 4,438 | $1.1M |
| Next Capital Management LLC | 0.47% | No change | 4,429 | $1.1M |
| RTD Financial Advisors, Inc. | 0.15% | No change | 4,409 | $1.1M |
| MontVue Capital Management, Inc. | 0.88% | No change | 4,407 | $1.1M |
| True North Advisors, LLC | 0.29% | Reduce -2.9% | 4,385 | $1.1M |
| Silver Oak Advisory Group, Inc. | 0.60% | No change | 4,328 | $1.1M |
| Appleton Partners Inc. | 0.08% | Reduce -22.2% | 4,317 | $1.1M |
| First Trust Investment Solutions L.P. | 0.15% | Reduce -2.3% | 4,300 | $1.1M |
| Rodgers & Associates, LTD | 0.14% | Reduce -10.4% | 4,300 | $1.1M |
| FAS Wealth Partners, Inc. | 0.09% | Add +6.5% | 4,279 | $1.1M |
| First Community Trust NA | 0.91% | Add +207.3% | 4,262 | $1.1M |
| Lee Danner & Bass Inc. | 0.08% | — | 4,224 | $1.1M |
| Nicholas Hoffman & Company, LLC. | 0.05% | No change | 4,207 | $1.1M |
| Foundations Investment Advisors, LLC | 0.03% | Add +76.0% | 4,175 | $1.0M |
| SMI Advisory Services, LLC | 0.26% | New | 4,076 | $1.0M |
| Clayton Financial Group LLC | 0.45% | Add +2.5% | 4,327 | $1.0M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -2.2% | 4,151 | $1.0M |
| VitalStone Financial, LLC | 0.75% | Reduce -0.2% | 4,146 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +3.3% | 4,129 | $1.0M |
| Pacific Financial Group Inc. | 0.73% | No change | 4,126 | $1.0M |
| SpiderRock Advisors, LLC | 0.03% | No change | 4,103 | $1.0M |
| REDW Wealth LLC | 0.27% | No change | 4,097 | $1.0M |
| Hershey Financial Advisers, LLC | 0.91% | — | 4,075 | $1.0M |
| E Fund Management (Hong Kong) Co., Ltd. | 0.62% | New | 4,074 | $1.0M |
| E Fund Management Co., Ltd. | 0.06% | New | 4,074 | $1.0M |
| Gries Financial LLC | 0.21% | Reduce -4.0% | 4,059 | $1.0M |
| Fortis Capital Management LLC | 0.22% | Add +0.2% | 4,044 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -9.6% | 4,037 | $1.0M |
| Lifeworks Advisors, LLC | 0.28% | Add +98.9% | 4,031 | $1.0M |
| David J Yvars Group | 0.62% | Reduce -0.6% | 3,984 | $995K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +12.4% | 3,964 | $989K |
| American Money Management, LLC | 0.21% | Reduce -0.0% | 3,942 | $984K |
| Cahill Financial Advisors Inc. | 0.13% | No change | 3,925 | $980K |
| CFS Investment Advisory Services, LLC | 0.08% | New | 3,907 | $975K |
| GFS Advisors, LLC | 0.16% | Reduce -96.2% | 150 | $974K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +1.2% | 3,904 | $974K |
| Carmichael Hill & Associates, Inc. | 0.40% | Add +0.7% | 3,901 | $974K |
| Abacus Planning Group, Inc. | 0.19% | No change | 3,884 | $970K |
| Consolidated Portfolio Review Corp | 0.22% | Reduce -55.0% | 3,843 | $959K |
| Cahaba Wealth Management, Inc. | 0.08% | No change | 3,842 | $959K |
| Berkeley Capital Partners, LLC | 0.29% | Reduce -0.8% | 3,825 | $955K |
| Slow Capital, Inc. | 0.15% | Reduce -7.0% | 3,807 | $952K |
| Lutz Financial Services LLC | 0.08% | No change | 3,791 | $946K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.7% | 3,788 | $946K |
| Choate Investment Advisors | 0.02% | No change | 3,783 | $944K |
| Core Wealth Advisors, Inc. | 0.32% | No change | 3,780 | $944K |
| High Net Worth Advisory Group LLC | 0.28% | Reduce -0.0% | 3,767 | $941K |
| GSG Advisors LLC | 0.33% | No change | 3,744 | $937K |
| Crescent Grove Advisors, LLC | 0.10% | No change | 3,707 | $929K |
| Cabana LLC | 4.20% | New | 3,671 | $916K |
| Pachira Investments Inc. | 0.81% | Add +0.7% | 3,669 | $916K |
| Old National Bancorp | 0.02% | Add +1.4% | 3,641 | $909K |
| Liberty Wealth Management LLC | 0.16% | Reduce -2.3% | 3,564 | $890K |
| Evergreen Capital Management LLC | 0.03% | No change | 3,547 | $888K |
| Interchange Capital Partners, LLC | 0.33% | Add +7.5% | 3,552 | $887K |
| Crescent Sterling, Ltd. | 0.85% | No change | 3,550 | $886K |
| FF Advisors,LLC | 0.62% | No change | 3,547 | $885K |
| Trivium Point Advisory, LLC | 0.13% | New | 3,545 | $885K |
| Bell Investment Advisors, Inc | 0.17% | No change | 3,538 | $883K |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | No change | 3,530 | $881K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -18.1% | 3,528 | $881K |
| Mitchell McLeod Pugh & Williams Inc. | 0.20% | No change | 3,528 | $881K |
| Plum Street Advisors, LLC | 0.51% | No change | 3,510 | $876K |
| Mission Wealth Management, LP | 0.02% | No change | 3,502 | $874K |
| TFC Financial Management, Inc. | 0.15% | No change | 3,479 | $869K |
| Kwmg, LLC | 0.09% | No change | 3,477 | $868K |
| Morton Capital Management LLC | 0.20% | No change | 3,445 | $860K |
| Wescott Financial Advisory Group, LLC | 0.10% | No change | 3,439 | $858K |
| Oakworth Capital, Inc. | 0.06% | No change | 3,435 | $857K |
| LongView Wealth Management | 0.32% | Add +1.3% | 3,433 | $857K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +13.3% | 3,393 | $847K |
| TD Private Client Wealth LLC | 0.03% | Add +3.2% | 3,392 | $847K |
| AE Wealth Management LLC | 0.01% | Add +10.5% | 3,351 | $837K |
| Prostatis Group LLC | 0.29% | Reduce -6.3% | 3,338 | $833K |
| Cozad Asset Management Inc. | 0.08% | No change | 3,325 | $830K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -0.6% | 3,306 | $825K |
| BSW Wealth Partners | 0.13% | No change | 3,250 | $811K |
| OneDigital Investment Advisors LLC | 0.01% | New | 3,246 | $810K |
| Synovus Financial Corp. | 0.01% | Add +4.9% | 3,240 | $809K |
| Athena Investment Management | 0.49% | No change | 3,240 | $809K |
| Sloy Dahl & Holst, LLC | 0.17% | Reduce -0.9% | 3,229 | $806K |
| Larson Financial Group LLC | 0.05% | Add +9080.0% | 3,213 | $802K |
| CGC Financial Services, LLC | 0.35% | No change | 3,207 | $801K |
| Farmers National Bank | 0.24% | Add +3.8% | 3,204 | $800K |
| Compass Ion Advisors, LLC | 0.11% | No change | 3,330 | $798K |
| Red Door Wealth Management, LLC | 0.14% | No change | 3,193 | $797K |
| Toronto Dominion Bank | 0.00% | New | 3,172 | $792K |
| Atwater Malick LLC | 0.27% | No change | 3,155 | $788K |
| Primoris Wealth Advisors, LLC | 0.63% | No change | 3,153 | $787K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.3% | 3,137 | $783K |
| Bank Ozk | 0.34% | Reduce -1.1% | 3,137 | $783K |
| TD Waterhouse Canada Inc. | 0.01% | Add +96.7% | 3,118 | $781K |
| Waverly Advisors, LLC | 0.02% | Add +105.0% | 3,127 | $781K |
| Etfidea, LLC | 0.26% | Add +0.2% | 3,127 | $781K |
| Aspire Wealth Management Corp | 0.45% | Reduce -0.5% | 3,116 | $778K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -0.7% | 3,110 | $776K |
| Carnegie Investment Counsel | 0.02% | No change | 3,109 | $776K |
| Fee-Only Financial Planning, L.C. | 0.52% | Reduce -2.4% | 3,107 | $776K |
| Verdence Capital Advisors LLC | 0.07% | No change | 3,094 | $772K |
| Zhang Financial LLC | 0.05% | Reduce -1.5% | 3,087 | $771K |
| Madison Wealth Partners, Inc | 0.26% | Reduce -0.8% | 3,082 | $769K |
| United Asset Strategies, Inc. | 0.08% | Reduce -1.3% | 3,081 | $769K |
| Breakwater Investment Management | 0.34% | No change | 3,077 | $768K |
| Stratos Investment Management, LLC | 0.06% | No change | 3,054 | $763K |
| Salomon & Ludwin, LLC | 0.08% | Reduce -4.9% | 3,041 | $759K |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.1% | 3,106 | $757K |
| RCS Financial Planning, LLC | 0.44% | No change | 3,010 | $754K |
| Petix & Botte Co | 0.21% | Reduce -86.2% | 2,982 | $744K |
| Focus Financial Network, Inc. | 0.03% | Add +0.3% | 2,903 | $742K |
| DBK Financial Counsel, LLC | 0.80% | Reduce -4.0% | 2,938 | $733K |
| Bailard, Inc. | 0.02% | Add +72.2% | 2,928 | $731K |
| Westwood Holdings Group Inc. | 0.01% | No change | 2,870 | $716K |
| Essex Private Wealth Management, LLC | 1.79% | No change | 2,824 | $705K |
| Mayflower Financial Advisors, LLC | 0.12% | Reduce -0.1% | 2,813 | $702K |
| Compound Planning, Inc. | 0.05% | No change | 2,809 | $701K |
| Synergy Financial Group, LTD | 0.73% | Add +51.5% | 2,807 | $701K |
| Values Added Financial LLC | 0.50% | No change | 2,801 | $699K |
| Annapolis Financial Services, LLC | 0.23% | Reduce -22.7% | 2,796 | $698K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 2,773 | $692K |
| Anderson Hoagland & Co. | 0.07% | No change | 2,708 | $691K |
| Integrated Advisors Network LLC | 0.04% | Add +0.9% | 2,765 | $690K |
| Awm Capital, LLC | 0.10% | No change | 2,764 | $690K |
| Clark Capital Management Group, Inc. | 0.01% | Add +158.2% | 2,760 | $689K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,750 | $686K |
| Coastline Trust Co | 0.08% | No change | 2,750 | $686K |
| Apollon Wealth Management, LLC | 0.02% | Add +7.2% | 2,746 | $686K |
| Brookstone Capital Management | 0.01% | Reduce -12.8% | 2,673 | $683K |
| Breakwater Capital Group | 0.15% | No change | 2,706 | $675K |
| Hardy Reed LLC | 0.07% | No change | 2,672 | $667K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -14.6% | 2,659 | $664K |
| LPWM LLC | 0.23% | No change | 2,578 | $656K |
| Embree Financial Group | 0.13% | Reduce -3.4% | 2,609 | $651K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.8% | 2,606 | $650K |
| Bokf, NA | 0.01% | Reduce -16.3% | 2,595 | $648K |
| Novare Capital Management LLC | 0.06% | No change | 2,550 | $637K |
| MBA Advisors LLC | 0.32% | Reduce -7.2% | 2,540 | $634K |
| McDonough Capital Management, Inc | 0.46% | New | 2,529 | $631K |
| Goldstein Advisors, LLC | 0.11% | Add +7.5% | 2,522 | $630K |
| Tradewinds, LLC. | 0.19% | New | 2,514 | $628K |
| Steigerwald, Gordon & Koch Inc. | 0.08% | Reduce -0.0% | 2,486 | $621K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +136.2% | 2,456 | $613K |
| Everpar Advisors LLC | 0.31% | Add +32.4% | 2,450 | $612K |
| Peterson Wealth Advisors, LLC | 0.13% | Reduce -3.4% | 2,445 | $610K |
| Merit Financial Group, LLC | 0.01% | Add +7.3% | 2,443 | $610K |
| Keystone Wealth Services, LLC | 0.19% | Reduce -0.3% | 2,426 | $606K |
| Traphagen Investment Advisors LLC | 0.07% | No change | 2,422 | $605K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.7% | 2,417 | $603K |
| Verus Capital Partners, LLC | 0.06% | No change | 2,402 | $600K |
| Johnson Financial Group, Inc. | 0.03% | No change | 2,389 | $598K |
| Lindbrook Capital, LLC | 0.06% | No change | 2,396 | $598K |
| Clarity Capital Advisors, LLC | 0.46% | No change | 2,396 | $598K |
| Rezny Wealth Management, Inc. | 0.16% | No change | 2,385 | $595K |
| PFG Investments, LLC | 0.04% | Reduce -78.3% | 2,377 | $593K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 2,372 | $592K |
| BNP Paribas Financial Markets | 0.00% | Add +40.6% | 2,371 | $592K |
| City State Bank | 0.24% | Reduce -5.0% | 2,360 | $589K |
| Safeguard Financial, LLC | 0.16% | Add +0.6% | 2,357 | $588K |
| ETF Store, Inc. | 0.60% | No change | 2,348 | $586K |
| United Bank | 0.07% | Reduce -14.9% | 2,347 | $586K |
| Winthrop Advisory Group LLC | 0.08% | No change | 2,345 | $585K |
| Efficient Advisors, LLC | 0.04% | Reduce -20.1% | 2,345 | $585K |
| Braun-Bostich & Associates Inc. | 0.43% | No change | 2,343 | $585K |
| Rockwood Wealth Management, LLC | 0.07% | No change | 2,335 | $583K |
| Venturi Wealth Management, LLC | 0.03% | No change | 2,329 | $581K |
| Beacon Financial Strategies CORP | 0.42% | Reduce -0.6% | 2,327 | $581K |
| Boston Financial Mangement LLC | 0.02% | No change | 2,292 | $572K |
| Personal Cfo Solutions, LLC | 0.09% | No change | 2,289 | $571K |
| Valley National Advisers Inc. | 0.08% | No change | 2,288 | $571K |
| Sax Wealth Advisors, LLC | 0.05% | Add +17.9% | 2,271 | $567K |
| Sandy Spring Bank | 0.02% | No change | 2,258 | $564K |
| Darden Wealth Group Inc | 0.34% | No change | 2,239 | $559K |
| Trust Co | 0.07% | Add +1416.4% | 2,214 | $553K |
| Becker Capital Management Inc. | 0.02% | Add +47.5% | 2,183 | $547K |
| HM Payson & Co. | 0.01% | No change | 2,186 | $546K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 2,183 | $545K |
| Norden Group LLC | 0.11% | No change | 2,177 | $543K |
| Grant/GrossMendelsohn, LLC | 0.25% | No change | 2,175 | $543K |
| Courage Miller Partners, LLC | 0.19% | Reduce -0.4% | 2,168 | $541K |
| Fairhaven Wealth Management, LLC | 0.18% | Add +0.2% | 2,165 | $540K |
| Bernardo Wealth Planning LLC | 0.15% | No change | 2,160 | $539K |
| Redwood Financial Network Corp | 0.45% | Reduce -9.3% | 2,145 | $535K |
| Retirement Capital Strategies | 0.21% | Add +121.3% | 2,133 | $532K |
| Stephens Inc. | 0.01% | Add +12.6% | 2,114 | $528K |
| Qube Research & Technologies Ltd | 0.00% | Add +1779.5% | 2,105 | $525K |
| Relyea Zuckerberg Hanson LLC | 0.09% | Reduce -13.6% | 2,091 | $522K |
| Unionview, LLC | 0.42% | Add +2.6% | 2,080 | $519K |
| Advantage Trust Co | 0.37% | No change | 2,054 | $513K |
| Orser Capital Management, LLC | 0.38% | No change | 2,050 | $512K |
| Western Wealth Management, LLC | 0.04% | Reduce -29.2% | 2,028 | $506K |
| Nicolet Advisory Services, LLC | 0.05% | No change | 1,956 | $504K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,019 | $504K |
| Curi Capital, LLC | 0.01% | No change | 2,019 | $504K |
| Greenspring Advisors, LLC | 0.12% | No change | 2,018 | $504K |
| TruWealth Advisors, LLC | 0.03% | No change | 2,008 | $501K |
| Gratus Capital, LLC | 0.02% | No change | 2,000 | $499K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +8.0% | 1,994 | $498K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -20.9% | 1,989 | $496K |
| Capital Advisors Inc. | 0.01% | Add +59.8% | 1,975 | $493K |
| White Lighthouse Investment Management Inc. | 0.09% | Reduce -15.7% | 1,966 | $491K |
| WBH Advisory Inc. | 0.05% | Add +30.1% | 1,952 | $487K |
| Revisor Wealth Management LLC | 0.34% | Reduce -54.6% | 1,945 | $486K |
| Capasso Planning Partners LLC | 0.16% | Add +47.1% | 1,938 | $484K |
| Abbrea Capital, LLC | 0.06% | No change | 1,927 | $483K |
| Creative Financial Designs Inc. | 0.04% | Add +1.4% | 1,934 | $483K |
| First Western Trust Bank | 0.02% | No change | 1,931 | $482K |
| Mutual Advisors, LLC | 0.01% | Add +66.6% | 1,919 | $480K |
| Sandbox Financial Partners, LLC | 0.18% | New | 1,901 | $475K |
| Vista Investment Management | 0.19% | No change | 1,900 | $474K |
| Diversify Wealth Management, LLC | 0.06% | — | 1,996 | $473K |
| Passive Capital Management, LLC. | 0.18% | No change | 1,892 | $472K |
| Marcum Wealth, LLC | 0.05% | No change | 1,880 | $469K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 1,864 | $465K |
| PFG Advisors | 0.03% | New | 1,860 | $464K |
| Zacks Investment Management | 0.01% | No change | 1,833 | $457K |
| Three Bridge Wealth Advisors, LLC | 0.18% | No change | 1,815 | $455K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -4.3% | 1,816 | $453K |
| Charter Oak Capital Management, LLC | 0.05% | Add +9.1% | 1,816 | $453K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 1,806 | $451K |
| PBMares Wealth Management LLC | 0.11% | Reduce -0.1% | 1,786 | $446K |
| Delta Financial Advisors LLC | 0.17% | No change | 1,781 | $445K |
| Allred Capital Management, LLC | 0.17% | Reduce -2.0% | 1,775 | $443K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -1.6% | 1,772 | $442K |
| Aletheian Wealth Advisors LLC | 0.23% | No change | 1,771 | $442K |
| BlackRock Inc. | 0.00% | No change | 1,753 | $438K |
| Fortitude Family Office, LLC | 0.25% | No change | 1,743 | $435K |
| First PREMIER Bank | 0.12% | No change | 1,734 | $433K |
| Retirement Planning Co of New England, Inc. | 0.24% | Reduce -0.3% | 1,731 | $432K |
| Hoge Financial Services, LLC | 0.35% | Add +0.1% | 1,714 | $428K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -19.5% | 1,688 | $423K |
| Klingman & Associates, LLC | 0.03% | No change | 1,686 | $421K |
| Annex Advisory Services, LLC | 0.01% | No change | 1,668 | $416K |
| HighMark Wealth Management LLC | 0.25% | No change | 1,668 | $416K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 1,667 | $416K |
| Bogart Wealth, LLC | 0.02% | No change | 1,656 | $413K |
| Weaver Consulting Group | 0.14% | No change | 1,654 | $413K |
| IronBridge Private Wealth, LLC | 0.15% | No change | 1,635 | $408K |
| Bank of Marin | 0.35% | No change | 1,627 | $406K |
| Manchester Capital Management LLC | 0.05% | No change | 1,624 | $405K |
| Oak Harvest Investment Services | 0.06% | Add +0.6% | 1,606 | $401K |
| Pegasus Partners Ltd. | 0.04% | No change | 1,604 | $400K |
| Fiduciary Group, LLC | 0.04% | No change | 1,599 | $399K |
| Mitchell Capital Management Co. | 0.07% | No change | 1,595 | $398K |
| ACT Advisors, LLC. | 0.21% | No change | 1,594 | $398K |
| Axiom Financial Strategies, LLC | 0.26% | No change | 1,592 | $397K |
| Avid Wealth Partners LLC | 0.31% | New | 1,576 | $393K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -2.8% | 1,561 | $390K |
| Highland Capital Management, LLC | 0.02% | No change | 1,560 | $389K |
| C M Bidwell & Associates Ltd. | 0.26% | Reduce -3.7% | 1,551 | $387K |
| Prosperity Planning, Inc. | 0.13% | No change | 1,547 | $386K |
| Principle Wealth Partners LLC | 0.03% | Reduce -12.8% | 1,537 | $384K |
| Legacy Edge Advisors, LLC | 0.07% | Add +46.8% | 1,537 | $384K |
| Legacy Financial Group, Inc. | 0.14% | No change | 1,534 | $383K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +0.2% | 1,532 | $382K |
| First Financial Bank - Trust Division | 0.04% | Reduce -5.2% | 1,529 | $382K |
| Regions Financial Corp. | 0.00% | No change | 1,526 | $381K |
| Asset Dedication, LLC | 0.03% | Add +44.0% | 1,522 | $380K |
| Financial Futures Ltd Liability Co. | 0.24% | No change | 1,519 | $379K |
| Savvy Advisors, Inc. | 0.12% | Reduce -14.6% | 1,512 | $377K |
| Dividend Assets Capital, LLC | 0.08% | No change | 1,512 | $377K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.1% | 1,509 | $377K |
| BlueChip Wealth Advisors LLC | 0.22% | No change | 1,474 | $368K |
| Legacy Trust | 0.09% | Add +17.1% | 1,470 | $367K |
| Ballentine Capital Advisors, Inc | 0.19% | No change | 1,451 | $362K |
| Kovack Advisors, Inc. | 0.04% | Add +37.7% | 1,450 | $362K |
| Total Wealth Planning, LLC | 0.06% | No change | 1,396 | $362K |
| Good Life Advisors, LLC | 0.03% | No change | 1,443 | $360K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -9.8% | 1,438 | $359K |
| Newton One Investments LLC | 0.15% | No change | 1,438 | $359K |
| First Personal Financial Services | 0.08% | No change | 1,435 | $358K |
| Summit X, LLC | 0.08% | No change | 1,421 | $355K |
| Stevens Capital Partners | 0.18% | Reduce -17.5% | 1,420 | $355K |
| Archvest Wealth Advisors, Inc. | 0.23% | No change | 1,404 | $351K |
| Seven Springs Wealth Group, LLC | 0.14% | No change | 1,400 | $349K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -1.7% | 1,405 | $349K |
| Waters Parkerson & Co., LLC | 0.02% | Add +7.7% | 1,394 | $348K |
| American Trust | 0.03% | No change | 1,392 | $347K |
| Main Street Group, LTD | 0.16% | Reduce -8.7% | 1,386 | $347K |
| My Personal CFO, LLC | 0.18% | No change | 1,385 | $346K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 1,383 | $345K |
| Acima Private Wealth, LLC | 0.13% | No change | 1,380 | $344K |
| Sachem Hill LLC | 0.07% | No change | 1,376 | $343K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,363 | $340K |
| Oak Asset Management, LLC | 0.12% | No change | 1,361 | $340K |
| Meridian Financial Advisors, LLC | 0.25% | No change | 1,360 | $339K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -1.2% | 1,354 | $338K |
| Cynosure Group, LLC | 0.05% | No change | 1,338 | $334K |
| Shorepoint Capital Partners LLC | 0.08% | Add +4.6% | 1,309 | $327K |
| Associated Banc-Corp | 0.01% | Reduce -18.9% | 1,307 | $326K |
| Wedgewood Investors Inc. | 0.38% | — | 1,287 | $321K |
| BKM Wealth Management, LLC | 0.15% | No change | 1,286 | $321K |
| Riversedge Advisors, LLC | 0.08% | No change | 1,285 | $321K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,278 | $319K |
| Quadrant Capital Group LLC | 0.02% | No change | 1,261 | $315K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Reduce -0.4% | 1,257 | $314K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,255 | $313K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,255 | $313K |
| Carret Asset Management, LLC | 0.04% | No change | 1,254 | $313K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +0.5% | 1,252 | $313K |
| Empirical Asset Management, LLC | 0.12% | New | 1,252 | $312K |
| Oxbow Advisors, LLC | 0.04% | Reduce -20.0% | 1,249 | $312K |
| Spire Wealth Management | 0.01% | Add +16.4% | 1,248 | $312K |
| Accredited Investors Inc. | 0.02% | Add +3.8% | 1,245 | $311K |
| Scotia Capital Inc. | 0.00% | Add +19.2% | 1,241 | $310K |
| MY Wealth Management Inc. | 0.35% | New | 1,240 | $310K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -16.4% | 1,236 | $309K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 1,237 | $309K |
| RFG Advisory, LLC | 0.01% | Reduce -6.2% | 1,220 | $305K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -6.7% | 1,218 | $304K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -26.4% | 1,216 | $304K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,220 | $302K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +4.0% | 1,210 | $302K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +0.3% | 1,207 | $301K |
| Verum Partners LLC | 0.10% | No change | 1,205 | $301K |
| RDA Financial Network | 0.10% | Add +12.7% | 1,201 | $300K |
| Ironsides Asset Advisors, LLC | 0.10% | No change | 1,200 | $300K |
| West Coast Financial LLC | 0.04% | No change | 1,200 | $300K |
| Schechter Investment Advisors, LLC | 0.02% | Add +2.7% | 1,197 | $299K |
| Creekside Partners | 0.16% | — | 1,188 | $297K |
| Consilio Wealth Advisors, LLC | 0.13% | No change | 1,187 | $296K |
| Financial Counselors Inc. | 0.00% | Reduce -1.0% | 1,180 | $295K |
| Wealth Dimensions Group, Ltd. | 0.08% | No change | 1,171 | $292K |
| Marshall Wace, LLP | 0.00% | New | 1,158 | $289K |
| Blue Trust, Inc. | 0.00% | No change | 1,205 | $289K |
| Redmond Asset Management, LLC | 0.09% | New | 1,151 | $287K |
| PGIM Custom Harvest LLC | 0.01% | New | 1,151 | $287K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -11.9% | 1,146 | $286K |
| Acas, LLC | 0.25% | No change | 1,130 | $285K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 1,136 | $283K |
| Sage Mountain Advisors LLC | 0.03% | Add +12.5% | 1,128 | $282K |
| Cornerstone Management, Inc. | 0.06% | Reduce -11.9% | 1,123 | $280K |
| Valtinson Bruner Financial Planning LLC | 0.11% | No change | 1,114 | $278K |
| Disciplined Investments, LLC | 0.15% | No change | 1,107 | $276K |
| Altiora Financial Group, LLC | 0.07% | No change | 1,100 | $275K |
| MB Generational Wealth, LLC | 0.21% | Reduce -65.9% | 1,099 | $274K |
| Richard W. Paul & Associates, LLC | 0.11% | No change | 1,098 | $274K |
| Port Capital LLC | 0.01% | No change | 1,098 | $274K |
| Bellwether Advisors, LLC | 0.06% | No change | 1,094 | $273K |
| New England Private Wealth Advisors LLC | 0.05% | No change | 1,091 | $272K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,080 | $270K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,075 | $268K |
| Unison Advisors LLC | 0.03% | Reduce -0.6% | 1,073 | $268K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -12.2% | 1,066 | $266K |
| Belpointe Asset Management LLC | 0.02% | Reduce -12.2% | 1,066 | $266K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.2% | 1,055 | $263K |
| Great Lakes Advisors, LLC | 0.00% | No change | 1,053 | $263K |
| Wealthcare Capital Management LLC | 0.03% | No change | 1,050 | $262K |
| Norris Perne & French LLP | 0.02% | No change | 1,048 | $262K |
| Next Level Private LLC | 0.12% | No change | 1,044 | $261K |
| Certuity, LLC | 0.02% | No change | 1,043 | $260K |
| Shayne & Jacobs, LLC | 0.07% | No change | 1,034 | $258K |
| Arax Advisory Partners | 0.03% | New | 1,032 | $258K |
| WNY Asset Management, LLC | 0.03% | No change | 1,020 | $255K |
| Physician Wealth Solutions Inc. | 0.18% | No change | 1,015 | $253K |
| BetterWealth, LLC | 0.08% | Add +5.8% | 1,015 | $253K |
| FreeGulliver LLC | 0.17% | Add +1.4% | 1,014 | $253K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -1.6% | 1,014 | $253K |
| Triangle Securities Wealth Management | 0.07% | No change | 1,008 | $252K |
| Summit Wealth & Retirement Planning, Inc. | 0.09% | No change | 1,006 | $251K |
| SOL Capital Management CO | 0.03% | No change | 1,000 | $250K |
| Creegan & Nassoura Financial Group, LLC | 0.17% | No change | 1,000 | $250K |
| Avestar Capital, LLC | 0.03% | No change | 1,000 | $250K |
| Arkadios Wealth Advisors | 0.02% | New | 998 | $249K |
| Invst, LLC | 0.03% | No change | 995 | $249K |
| TCP Asset Management, LLC | 0.06% | No change | 992 | $248K |
| Better Money Decisions, LLC | 0.18% | No change | 977 | $244K |
| Gsa Capital Partners LLP | 0.02% | New | 973 | $243K |
| Assetmark, Inc. | 0.00% | Add +232.9% | 972 | $243K |
| Keb Asset Management, LLC | 0.08% | No change | 964 | $241K |
| Lynx Investment Advisory | 0.18% | — | 961 | $240K |
| StoneX Group Inc. | 0.02% | Reduce -24.3% | 945 | $237K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -12.2% | 948 | $237K |
| Valmark Advisers, Inc. | 0.00% | No change | 948 | $237K |
| Hoylecohen, LLC | 0.02% | Reduce -6.7% | 941 | $235K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 939 | $234K |
| Midwest Professional Planners, LTD. | 0.08% | Reduce -9.5% | 938 | $234K |
| Centaurus Financial, Inc. | 0.02% | Add +0.5% | 935 | $233K |
| United Advisor Group, LLC | 0.07% | New | 932 | $233K |
| Hilltop Wealth Advisors, LLC | 0.12% | Reduce -0.1% | 921 | $230K |
| JDM Financial Group LLC | 0.15% | No change | 910 | $227K |
| Cooper Financial Group | 0.03% | Reduce -31.4% | 910 | $227K |
| Salem Investment Counselors Inc. | 0.01% | Add +1.2% | 901 | $226K |
| Wealthspan Partners, LLC | 0.12% | No change | 903 | $225K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 903 | $225K |
| Burney Co./ | 0.01% | No change | 900 | $225K |
| Brass Tax Wealth Management, Inc. | 0.04% | No change | 896 | $224K |
| LRI Investments, LLC | 0.03% | No change | 896 | $224K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -10.6% | 895 | $223K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 892 | $223K |
| Marco Investment Management LLC | 0.02% | No change | 889 | $222K |
| Waller Financial Planning Group, Inc. | 0.06% | No change | 888 | $222K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 887 | $221K |
| Avion Wealth | 0.06% | Reduce -2.8% | 885 | $221K |
| NBT Bank, N.A. | 0.02% | No change | 885 | $221K |
| Francis Financial, Inc. | 0.07% | No change | 884 | $221K |
| Urban Financial Advisory Corp | 0.13% | No change | 878 | $219K |
| Financial Advocates Investment Management | 0.01% | Reduce -90.1% | 867 | $216K |
| Apella Capital, LLC | 0.01% | No change | 847 | $216K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 865 | $216K |
| SkyOak Wealth, LLC | 0.05% | No change | 864 | $216K |
| Russell Investments Group, Ltd. | 0.00% | New | 864 | $216K |
| Pine Harbor Wealth Management, LLC | 0.13% | No change | 855 | $213K |
| SilverOak Wealth Management LLC | 0.05% | Reduce -13.3% | 851 | $212K |
| Pacific Sun Financial Corp | 0.13% | No change | 850 | $212K |
| Sterling Wealth Management, Inc. | 0.10% | No change | 848 | $212K |
| CFO4Life Group, LLC | 0.04% | Reduce -5.0% | 845 | $211K |
| Clarity Financial LLC | 0.03% | No change | 844 | $211K |
| AAF Wealth Management, LLC | 0.11% | Reduce -1.4% | 841 | $210K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -74.5% | 839 | $209K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 835 | $208K |
| Herold Advisors, Inc. | 0.05% | New | 835 | $208K |
| Cowa, LLC | 0.11% | New | 829 | $207K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | New | 829 | $207K |
| Mairs & Power Inc. | 0.00% | New | 827 | $206K |
| Samlyn Capital, LLC | 0.00% | Reduce -99.8% | 823 | $205K |
| Orca Investment Management, LLC | 0.20% | New | 822 | $205K |
| CNB Bank | 0.10% | No change | 820 | $205K |
| First International Bank & Trust | 0.07% | New | 817 | $204K |
| Fiduciary Trust Co | 0.00% | Reduce -36.5% | 817 | $204K |
| Aviance Capital Partners, LLC | 0.03% | New | 814 | $203K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -29.0% | 811 | $203K |
| Strategic Blueprint, LLC | 0.01% | New | 810 | $202K |
| Royal Capital Wealth Management, LLC | 0.15% | New | 807 | $202K |
| FineMark National Bank & Trust | 0.01% | New | 805 | $201K |
| WealthCare Investment Partners, LLC | 0.09% | New | 804 | $201K |
| Goodman Advisory Group, LLC | 0.06% | No change | 803 | $200K |
| National Bank of Canada | 0.00% | Add +10.7% | 788 | $197K |
| GoalVest Advisory LLC | 0.06% | Reduce -5.1% | 787 | $196K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 777 | $194K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +8.8% | 777 | $194K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 773 | $193K |
| Clearstead Advisors, LLC | 0.00% | Add +29.7% | 764 | $191K |
| Marquette Asset Management, LLC | 0.03% | No change | 736 | $184K |
| Halpern Financial, Inc. | 0.05% | No change | 730 | $182K |
| Ballast Advisors LLC | 0.06% | Reduce -12.2% | 726 | $181K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 695 | $174K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.1% | 686 | $171K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 683 | $170K |
| Solstein Capital, LLC | 0.11% | No change | 665 | $166K |
| Front Row Advisors LLC | 0.06% | Add +9.0% | 656 | $164K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.0% | 657 | $164K |
| Duncker Streett & Co. Inc. | 0.03% | Reduce -19.7% | 640 | $160K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 632 | $158K |
| Strategic Investment Solutions, Inc. | 0.05% | — | 610 | $154K |
| Montag A & Associates Inc. | 0.01% | No change | 614 | $154K |
| WealthShield Partners, LLC | 0.02% | Reduce -5.5% | 597 | $150K |
| Key Financial Inc | 0.04% | No change | 595 | $149K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 593 | $148K |
| Van Den Berg Management I, Inc. | 0.04% | Reduce -12.3% | 577 | $144K |
| Stephens Consulting, LLC | 0.04% | No change | 549 | $137K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 510 | $127K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 505 | $126K |
| PSI Advisors, LLC | 0.04% | Add +0.2% | 503 | $125K |
| Colonial Trust Co / SC | 0.02% | No change | 501 | $125K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 500 | $125K |
| Gradient Investments LLC | 0.00% | Add +533.3% | 494 | $123K |
| Alaska Wealth Advisors, LLC | 0.02% | No change | 491 | $122K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -36.1% | 488 | $122K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -38.5% | 467 | $117K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -4.0% | 460 | $115K |
| Perkins Coie Trust Co | 0.03% | No change | 441 | $110K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 440 | $110K |
| Motco | 0.01% | No change | 440 | $110K |
| Byrne Asset Management LLC | 0.09% | Reduce -14.7% | 418 | $105K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 412 | $103K |
| Caldwell Trust Co | 0.01% | No change | 410 | $102K |
| Mitchell Sinkler & Starr | 0.02% | No change | 370 | $94K |
| Family Asset Management, LLC | 0.06% | New | 375 | $94K |
| DT Investment Partners, LLC | 0.01% | Reduce -2.6% | 369 | $92K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -35.0% | 372 | $92K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | New | 367 | $92K |
| Grove Bank & Trust | 0.01% | No change | 366 | $91K |
| Intelligent Financial Strategies | 0.05% | No change | 348 | $87K |
| Colonial Trust Advisors | 0.01% | No change | 349 | $87K |
| Ancora Advisors LLC | 0.00% | Reduce -0.3% | 347 | $87K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 323 | $81K |
| Wetzel Investment Advisors, Inc. | 0.05% | No change | 330 | $79K |
| Lowe Wealth Advisors, LLC | 0.03% | New | 300 | $75K |
| Highline Wealth Partners LLC | 0.03% | No change | 290 | $72K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -20.9% | 265 | $66K |
| PFG Private Wealth Management, LLC | 0.04% | No change | 263 | $66K |
| Webster Bank, N. A. | 0.01% | No change | 257 | $64K |
| International Assets Investment Management, LLC | 0.01% | New | 255 | $64K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 251 | $63K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 239 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 232 | $59K |
| NorthRock Partners, LLC | 0.00% | New | 231 | $58K |
| Powell Investment Advisors, LLC | 0.03% | No change | 226 | $57K |
| Rice Partnership, LLC | 0.01% | New | 223 | $56K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 219 | $55K |
| Union Savings Bank | 0.03% | Add +38.7% | 215 | $54K |
| Bray Capital Advisors | 0.01% | No change | 210 | $52K |
| Resources Management Corp. /CT/ | 0.01% | No change | 210 | $52K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -32.0% | 208 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.5% | 208 | $52K |
| Colony Family Offices, LLC | 0.02% | No change | 207 | $52K |
| GAMMA Investing LLC | 0.01% | New | 203 | $51K |
| Archer Investment Corp | 0.01% | No change | 198 | $49K |
| Chilton Capital Management LLC | 0.00% | No change | 189 | $47K |
| Tucker Asset Management LLC | 0.01% | No change | 183 | $46K |
| Orion Capital Management LLC | 0.02% | No change | 182 | $45K |
| Capital Analysts, LLC | 0.00% | Reduce -9.9% | 181 | $45K |
| Tyler-Stone Wealth Management | 0.02% | No change | 174 | $43K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $42K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 162 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -26.3% | 157 | $39K |
| Hoertkorn Richard Charles | 0.02% | No change | 145 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 143 | $36K |
| Red Tortoise LLC | 0.02% | No change | 140 | $35K |
| Wiser Advisor Group LLC | 0.05% | No change | 139 | $35K |
| Field & Main Bank | 0.01% | No change | 138 | $34K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 133 | $33K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 130 | $32K |
| Evermay Wealth Management LLC | 0.01% | New | 125 | $31K |
| Private Trust Co. NA | 0.00% | Reduce -37.8% | 115 | $29K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 102 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +21.3% | 97 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 89 | $22K |
| Robinswood Financial LLC | 0.01% | New | 81 | $20K |
| Perritt Capital Management Inc | 0.01% | Add +1.3% | 81 | $20K |
| GW&K Investment Management, LLC | 0.00% | No change | 82 | $20K |
| West Financial Advisors, LLC | 0.00% | Reduce -22.0% | 78 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 77 | $19K |
| Broadwater Capital Management LLC | 0.01% | No change | 75 | $19K |
| Evolution Advisers, Inc. | 0.01% | No change | 76 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 70 | $18K |
| Tidemark, LLC | 0.01% | No change | 71 | $18K |
| Northwest Capital Management Inc | 0.01% | No change | 69 | $17K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 64 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $15K |
| Dunhill Financial, LLC | 0.01% | No change | 54 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 53 | $13K |
| PFS Partners, LLC | 0.01% | No change | 46 | $11K |
| Hanson & Doremus Investment Management | 0.00% | No change | 43 | $11K |
| Clean Yield Group | 0.00% | No change | 40 | $10K |
| Strategic Financial Concepts, LLC | 0.01% | Add +24303.0% | 2,447,378 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 36 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 31 | $8K |
| Wolff Wiese Magana LLC | 0.01% | New | 30 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 30 | $7K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -91.3% | 25 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 25 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 24 | $6K |
| TruNorth Capital Management, LLC | 0.00% | No change | 24 | $6K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 21 | $5K |
| Hanseatic Management Services Inc. | 0.01% | No change | 19 | $5K |
| Operose Advisors LLC | 0.00% | New | 17 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 16 | $4K |
| TCTC Holdings, LLC | 0.00% | New | 16 | $4K |
| Macroview Investment Management LLC | 0.00% | No change | 15 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 15 | $4K |
| Element Wealth, LLC | 0.00% | New | 13 | $3K |
| Pineridge Advisors LLC | 0.00% | Reduce -93.1% | 13 | $3K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 12 | $3K |
| McClarren Financial Advisors, Inc. | 0.02% | Reduce -72.3% | 2,745 | $2K |
| Nvwm, LLC | 0.00% | No change | 8 | $2K |
| Pathway Financial Advisers, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 2 | $499 |
"% 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.