Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q3 2024 (September 30)
1,100holders +57
88new positions
30sold out
5famous investors
$263.00avg. 13F price*

At the end of Q3 2024, 1,100 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 57 from Q2 2024. 88 opened new positions and 30 sold out. The largest holders were Jones Financial Companies LLLP ($4.6B), Creative Planning ($3.4B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.7B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q3 2024)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions88$82.0M
Exits30$164.9M

All 13F filers, Q2 2024 → Q3 2024: 3,746,029 shares bought and 4,391,768 shares sold, net −645,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,100 holders

Jones Financial Companies LLLP 4.68% Add +1.4% 17,391,682 $4.6B
Creative Planning 3.35% Reduce -0.9% 12,839,996 $3.4B
National Mutual Insurance Federation of Agricultural Cooperatives 15.49% No change 6,543,317 $1.7B
Vanguard Group Inc. 0.02% Add +3.0% 3,418,518 $900.1M
Bank of America Corp. 0.07% Add +0.7% 3,110,850 $819.1M
Charles Schwab Investment Management Inc. 0.15% Add +65.8% 2,895,551 $762.4M
Morgan Stanley 0.05% Add +0.4% 2,713,081 $714.3M
Northwestern Mutual Wealth Management Co. 0.61% Add +6.1% 2,623,478 $690.7M
UBS Group AG 0.16% Add +3.4% 2,209,110 $581.6M
PNC Financial Services Group, Inc. 0.36% Reduce -0.3% 2,124,373 $559.3M
FMR LLC 0.03% Reduce -0.9% 1,622,670 $427.2M
Johnson Financial Group, LLC 46.39% Add +2.0% 1,449,565 $381.7M
Envestnet Asset Management Inc. 0.11% Reduce -1.0% 1,312,975 $345.7M
Wells Fargo & Company 0.08% Reduce -2.0% 1,237,256 $325.8M
Balentine LLC 12.75% Add +18.7% 1,229,413 $323.7M
Axxcess Wealth Management, LLC 7.28% Reduce -1.1% 1,094,649 $288.2M
Capital Asset Advisory Services LLC 14.40% Add +0.2% 1,093,878 $287.8M
Tiaa Trust, National Association 0.84% Add +0.5% 1,064,514 $280.3M
Moneta Group Investment Advisors LLC 3.98% Add +1.9% 1,039,824 $273.8M
Pathstone Holdings, LLC 0.99% Reduce -0.6% 843,218 $222.0M
Wealthfront Advisers LLC 0.67% Reduce -4.6% 829,768 $218.5M
Ameriprise Financial Inc. 0.05% Add +1.1% 802,041 $211.1M
LPL Financial LLC 0.09% Reduce -0.3% 773,827 $203.7M
Royal Bank of Canada 0.04% Add +8.7% 765,116 $201.4M
Wealthquest Corp 16.40% Add +959.3% 713,607 $186.2M
JFG Wealth Management, LLC 45.44% Reduce -4.2% 629,138 $165.6M
Cresset Asset Management, LLC 0.63% Reduce -2.3% 611,217 $161.4M
Bleakley Financial Group, LLC 4.81% Reduce -0.6% 598,778 $157.7M
Voya Financial Advisors, Inc. 16.42% Reduce -0.2% 580,719 $152.2M
Raymond James Financial Services Advisors, Inc. 0.20% Add +1.9% 560,389 $147.5M
James J. Burns & Company, LLC 26.30% Reduce -2.1% 552,146 $145.4M
Coldstream Capital Management Inc. 2.79% Reduce -2.0% 489,858 $129.0M
Mariner, LLC 0.22% Add +4.5% 460,630 $121.3M
Wealthspire Advisors, LLC 1.18% Add +0.1% 440,626 $116.0M
Signaturefd, LLC 2.21% Reduce -2.3% 439,657 $115.8M
Garde Capital, Inc. 7.47% Reduce -0.5% 431,656 $113.7M
GeoWealth Management, LLC 3.99% Add +4.4% 429,065 $113.0M
Mason & Associates, LLC 33.36% Reduce -0.0% 414,162 $109.0M
Millburn Ridgefield LLC 2.83% Reduce -5.8% 410,501 $108.1M
Catalyst Capital Advisors LLC 2.44% Reduce -5.8% 410,501 $108.1M
Focus Partners Wealth 0.34% Reduce -46.3% 408,034 $107.4M
Commonwealth Equity Services, LLC 0.16% Reduce -0.0% 404,401 $106.5M
Ballentine Partners, LLC 1.75% Reduce -0.5% 388,526 $102.3M
Heartwood Wealth Advisors LLC 11.21% Add +0.7% 384,725 $101.3M
Baltimore-Washington Financial Advisors, Inc. 5.42% Add +1.1% 378,219 $99.6M
Cetera Investment Advisers 0.21% Reduce -4.0% 361,115 $95.1M
Osaic Holdings, Inc. 0.19% Reduce -3.3% 322,468 $84.9M
Pittenger & Anderson Inc. 3.17% Add +1.7% 321,120 $84.5M
Equitable Holdings, Inc. 0.82% Add +10.4% 320,975 $84.5M
Fifth Third Bancorp 0.30% Reduce -5.3% 314,495 $82.8M
MilWealth Group LLC 23.51% Add +0.7% 304,480 $80.2M
MML Investors Services, LLC 0.28% Add +4.7% 294,629 $77.6M
Agf Management Ltd. 0.38% Reduce -0.2% 285,871 $75.3M
Goldman Sachs Group Inc. 0.01% Reduce -6.3% 271,604 $71.5M
Juncture Wealth Strategies, LLC 26.46% Add +1.3% 259,522 $68.3M
Transamerica Financial Advisors, LLC 6.52% Reduce -6.0% 253,950 $66.9M
Truepoint, Inc. 1.78% Reduce -1.6% 251,316 $66.2M
Trust Point Inc. 4.59% Reduce -4.4% 232,172 $61.1M
Captrust Financial Advisors 0.18% Reduce -0.1% 230,260 $60.6M
Parallel Advisors, LLC 1.41% Add +0.1% 227,080 $59.8M
Jaffetilchin Investment Partners, LLC 3.98% Add +0.7% 198,930 $52.4M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -8.7% 186,862 $49.2M
JPMorgan Chase & Co. 0.00% Add +4.7% 180,853 $47.6M
Baker Avenue Asset Management, LP 1.48% Add +12.8% 176,942 $46.6M
Addis & Hill, Inc 35.63% Reduce -0.5% 176,679 $46.5M
Sunflower Bank, N.A. 12.71% Add +3.5% 176,127 $46.4M
Plante Moran Financial Advisors, LLC 3.73% Reduce -0.6% 166,289 $43.8M
JMG Financial Group, Ltd. 1.48% Reduce -3.8% 164,677 $43.4M
Badgley Phelps Wealth Managers, LLC 0.98% Add +1.3% 160,004 $42.3M
Acropolis Investment Management, LLC 2.40% Reduce -2.8% 153,364 $40.4M
Kathmere Capital Management, LLC 3.70% Add +4.1% 149,780 $39.4M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -0.1% 148,952 $39.2M
QRG Capital Management, Inc. 0.41% Add +9.2% 144,821 $38.1M
Hurlow Wealth Management Group, Inc. 11.49% Add +4.8% 139,903 $36.8M
Comerica Bank 0.14% Reduce -3.8% 136,820 $36.0M
Corient Private Wealth LP 0.06% Add +11.3% 141,986 $35.6M
Haverford Trust Co 0.35% Add +8.7% 135,100 $35.6M
McIlrath & Eck, LLC 4.50% Add +13.9% 132,713 $34.9M
Pure Financial Advisors, LLC 0.79% Reduce -6.8% 124,954 $32.9M
Syntrinsic LLC 10.75% Reduce -2.7% 123,145 $32.3M
HighTower Advisors, LLC 0.05% Add +4.7% 118,279 $31.1M
Raymond James & Associates 0.02% Add +5.3% 113,791 $30.0M
Woodard & Co. Asset Management Group Inc. 6.64% Reduce -10.0% 112,216 $29.5M
Sage Financial Group Inc. 2.41% Reduce -0.2% 112,182 $29.5M
Latigo Investments, LLC 14.01% No change 108,982 $28.7M
Ieq Capital, LLC 0.35% Reduce -1.9% 108,083 $28.5M
Leavell Investment Management, Inc. 1.41% Add +0.3% 107,463 $28.4M
Obsidian Cio, LLC 5.91% Add +21.8% 106,999 $28.2M
Koesten, Hirschmann & Crabtree, INC. 15.80% Add +19.8% 103,000 $27.1M
Mercer Global Advisors Inc. 0.06% Reduce -7.7% 103,872 $27.1M
Cerity Partners LLC 0.06% Reduce -5.6% 102,869 $27.1M
Rockefeller Capital Management L.P. 0.07% Reduce -5.7% 100,455 $26.4M
Wade Financial Advisory, Inc 8.76% Reduce -0.4% 98,897 $26.0M
Bank of New York Mellon Corp 0.00% Add +1.2% 95,052 $25.0M
Choreo, LLC 0.36% Add +5.5% 93,622 $24.4M
Moller Wealth Partners 6.07% Reduce -1.7% 92,309 $24.3M
Franklin Resources Inc. 0.01% Add +0.1% 89,296 $24.0M
TD Capital Management LLC 2.35% Reduce -0.3% 88,964 $23.4M
Kennicott Capital Management LLC 8.63% Add +1.5% 85,465 $22.5M
&partners 0.43% Reduce -35.6% 84,009 $22.1M
Janney Montgomery Scott LLC 0.06% Reduce -1.4% 82,261 $21.7M
Beacon Capital Management, LLC 3.04% Reduce -6.4% 81,429 $21.4M
Texas Capital Bank Wealth Management Services Inc 2.10% Add +0.4% 81,181 $21.4M
BlueSky Wealth Advisors, LLC 3.31% Reduce -1.5% 81,044 $21.3M
Beacon Pointe Advisors, LLC 0.24% Reduce -0.1% 80,457 $21.2M
Bristlecone Advisors, LLC 1.70% Reduce -0.1% 80,186 $21.1M
SPC Financial, Inc. 1.77% Reduce -0.8% 76,485 $20.1M
Verus Financial Partners, Inc. 2.16% Reduce -3.8% 75,674 $19.7M
Sculati Wealth Management, LLC 7.84% Add +21.1% 74,401 $19.6M
Truist Financial Corp. 0.03% Add +2.3% 73,522 $19.4M
Roble, Belko & Company, Inc 3.05% Reduce -0.4% 73,423 $19.3M
Arcadia Investment Advisors LLC 10.03% Reduce -2.1% 71,066 $18.7M
Wealth Architects, LLC 2.09% Reduce -3.1% 70,141 $18.5M
CX Institutional 0.81% Add +7.1% 69,108 $18.2M
Whittier Trust Co. of Nevada Inc. 0.45% Reduce -0.9% 65,502 $17.2M
Naples Global Advisors, LLC 1.57% Reduce -2.9% 63,962 $16.9M
First Hawaiian Bank 0.54% Reduce -3.5% 63,421 $16.7M
Farrell Financial LLC 11.76% Add +0.3% 60,533 $16.6M
Financial Management Professionals, Inc. 2.02% Add +1.0% 61,749 $16.3M
Pinnacle Associates Ltd. 0.27% Reduce -0.0% 73,651 $16.1M
United Capital Financial Advisors, LLC 0.13% Reduce -1.3% 60,303 $15.9M
Mb, Levis & Associates, LLC 7.83% Add +0.5% 60,284 $15.9M
Adams Wealth Management 3.38% Reduce -1.5% 59,803 $15.7M
CacheTech Inc. 3.38% Reduce -1.5% 59,803 $15.7M
Atmos Advisory, LLC 11.12% Add +3.9% 59,421 $15.6M
Miller Investment Management, LP 1.63% Add +389.9% 59,285 $15.6M
NewEdge Wealth, LLC 0.28% Add +0.6% 58,702 $15.5M
Biltmore Family Office, LLC 2.60% Add +0.8% 57,644 $15.2M
Strategic Equity Management 7.21% Add +66.6% 57,742 $15.2M
Integris Wealth Management, LLC 4.18% Reduce -0.4% 56,784 $15.0M
SageView Advisory Group, LLC 0.76% Reduce -10.1% 56,751 $14.9M
Advocate Group LLC 2.62% Add +2.9% 54,869 $14.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% Reduce -0.0% 54,456 $14.3M
Alliancebernstein L.P. 0.00% Add +15.6% 53,491 $14.1M
Wheelhouse Advisory Group LLC 9.00% Add +2.8% 53,103 $14.0M
Chatham Capital Group, Inc. 2.25% Add +0.3% 52,329 $13.8M
Alesco Advisors, LLC, An ESL Co 0.42% Reduce -0.6% 51,162 $13.5M
Bank Hapoalim BM 2.12% No change 50,800 $13.4M
Horizons Wealth Management 10.31% Reduce -2.9% 50,573 $13.3M
Total Investment Management Inc. 1.49% Add +2.3% 50,411 $13.3M
Tarbox Family Office, Inc. 2.17% Reduce -0.4% 50,348 $13.3M
Destination Wealth Management 0.40% Reduce -3.1% 49,299 $13.0M
Capital Advisors, Ltd. LLC 1.61% Add +3.5% 49,198 $13.0M
Trustmark Bank Trust Department 0.97% Add +1.2% 48,900 $12.9M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.01% No change 48,743 $12.8M
Northern Capital Management, Inc. 7.96% Add +6.6% 47,831 $12.6M
Northern Trust Corp. 0.00% Add +33.6% 47,682 $12.6M
Stifel Financial Corp. 0.01% Add +3.3% 47,498 $12.5M
Baird Financial Group, Inc. 0.02% Add +19.4% 47,428 $12.5M
Riverpoint Wealth Management Holdings, LLC 3.14% Add +0.2% 46,567 $12.3M
Headinvest, LLC 2.26% Reduce -3.4% 46,382 $12.2M
Investors Research Corp 2.67% Add +6.9% 46,372 $12.2M
SC&H Financial Advisors, Inc. 2.66% Reduce -1.5% 46,285 $12.2M
D.A. Davidson & Co. 0.10% Reduce -8.9% 46,248 $12.2M
Blackston Financial Advisory Group, LLC 6.27% New 46,081 $12.1M
Amtrust Financial Services, Inc. 5.82% No change 45,800 $12.1M
Madison Asset Management, LLC 0.14% Reduce -51.6% 45,742 $12.0M
Fusion Family Wealth, LLC 1.10% Reduce -0.1% 45,459 $12.0M
Leeward Financial Partners, LLC 4.47% Add +1.2% 44,975 $11.8M
Keybank National Association 0.05% Add +0.3% 44,452 $11.7M
Atria Investments, Inc 0.14% Add +13.8% 43,550 $11.5M
Cullen/Frost Bankers, Inc. 0.15% Add +13.1% 43,130 $11.4M
MAI Capital Management 0.11% Add +8.9% 42,972 $11.3M
Exchange Traded Concepts, LLC 0.26% Reduce -13.5% 41,995 $11.1M
Ledyard National Bank 1.00% Reduce -2.9% 41,734 $11.0M
Cornerstone Advisors Asset Management, LLC 2.43% Reduce -0.2% 41,733 $11.0M
St. Louis Trust Co 1.53% Reduce -5.2% 41,309 $10.9M
Moneywise, Inc. 5.29% Add +72.0% 40,868 $10.8M
NewEdge Advisors, LLC 0.07% Add +11.7% 40,679 $10.7M
Patriot Investment Management Group, Inc. 0.78% Reduce -0.7% 40,327 $10.6M
Stonegate Investment Group, LLC 0.28% Add +46.8% 39,987 $10.5M
Stratos Wealth Partners, LTD. 0.15% Add +19.6% 39,847 $10.5M
Cranbrook Wealth Management, LLC 2.37% Add +0.8% 39,448 $10.4M
Gibson Capital, LLC 2.11% No change 39,372 $10.4M
Brown Advisory Inc. 0.01% Add +0.0% 39,013 $10.3M
Continuum Advisory, LLC 1.31% Reduce -1.9% 37,476 $10.2M
Venture Visionary Partners LLC 0.45% Add +0.0% 38,778 $10.2M
Intergy Private Wealth, LLC 3.80% Add +1.8% 37,852 $10.0M
BIP Wealth, LLC 0.66% Add +1.7% 36,891 $9.7M
Nwam LLC 0.59% New 36,706 $9.7M
Natixis Advisors, LLC 0.02% Add +28.5% 35,975 $9.5M
Proffitt & Goodson Inc. 1.54% Reduce -7.3% 35,766 $9.4M
Private Advisor Group, LLC 0.06% Reduce -2.5% 35,679 $9.4M
Betterment LLC 0.02% Add +164.1% 35,662 $9.4M
Idaho Trust Co 4.38% Add +3.1% 34,501 $9.1M
Northeast Investment Management 0.41% Reduce -4.1% 34,469 $9.1M
Transcend Capital Advisors, LLC 0.59% Reduce -0.0% 33,720 $8.9M
Whittier Trust Co. 0.12% Reduce -1.6% 33,619 $8.9M
Capital Planning LLC 2.47% Add +1.8% 33,319 $8.8M
Kestra Advisory Services, LLC 0.05% Add +4.7% 32,579 $8.6M
HBK Sorce Advisory LLC 0.26% Reduce -3.9% 31,994 $8.4M
Citizens Financial Group Inc. 0.17% Reduce -0.7% 31,584 $8.3M
US Bancorp \de 0.01% Add +7.3% 31,503 $8.3M
Allworth Financial LP 0.05% Reduce -0.7% 31,397 $8.3M
Carlson Capital Management 0.35% Reduce -1.1% 31,106 $8.2M
CENTRAL TRUST Co 0.19% Add +1.3% 30,961 $8.2M
Orin Green Financial, LLC 3.51% Reduce -5.6% 30,960 $8.2M
1900 Wealth Management LLC 0.70% Reduce -0.3% 30,915 $8.1M
Simmons Bank 0.59% Reduce -0.9% 30,867 $8.1M
JNBA Financial Advisors 0.82% Reduce -0.3% 30,767 $8.1M
Atria Wealth Solutions, Inc. 0.09% Add +31.4% 30,279 $8.0M
HB Wealth Management, LLC 0.09% Add +0.7% 30,162 $7.9M
Merriman Wealth Management, LLC 0.32% Reduce -4.2% 29,906 $7.9M
Financial Engines Advisors L.L.C. 0.02% Reduce -3.2% 29,728 $7.8M
Mayport, LLC 2.51% Reduce -0.3% 29,714 $7.8M
Glenmede Trust Co. NA 0.04% Reduce -0.0% 29,567 $7.8M
Summit Trail Advisors, LLC 0.19% Add +33.7% 29,458 $7.8M
Kestra Private Wealth Services, LLC 0.14% Add +18.4% 29,084 $7.7M
Novak & Powell Financial Services, Inc. 4.42% Reduce -6.0% 28,972 $7.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.87% Reduce -0.3% 28,783 $7.5M
Merit Financial Group, LLC 0.17% Add +1060.1% 28,341 $7.5M
Gainplan LLC 3.36% Add +3.1% 28,483 $7.1M
Glenview Trust Co 0.14% Add +2.2% 26,982 $7.1M
Envestnet Portfolio Solutions, Inc. 0.02% Add +16.2% 26,720 $7.0M
Callan Capital, LLC 0.49% Add +1.8% 26,606 $7.0M
Tortoise Investment Management, LLC 0.73% Add +3.4% 26,492 $7.0M
Armbruster Capital Management, Inc. 1.36% No change 26,015 $6.8M
World Investment Advisors 0.21% Add +3.3% 25,965 $6.8M
Apexium Financial, LP 0.45% No change 25,859 $6.8M
Texas Yale Capital Corp. 0.29% Add +0.0% 25,736 $6.8M
Soundwatch Capital LLC 1.06% New 25,413 $6.7M
Clarius Group, LLC 0.47% Add +0.0% 25,370 $6.7M
Commerce Bank 0.04% Add +1.2% 24,879 $6.6M
Cascade Financial Partners, LLC 0.81% Reduce -5.8% 24,248 $6.5M
Sage Financial Management Group, Inc. 2.50% New 24,522 $6.5M
Sanctuary Advisors, LLC 0.04% Reduce -8.3% 23,515 $6.4M
N.E.W. Advisory Services LLC 0.63% Add +3.2% 24,428 $6.4M
Farther Finance Advisors, LLC 0.24% Reduce -1.1% 24,397 $6.4M
Smithfield Trust Co 0.31% Reduce -1.4% 24,209 $6.4M
Lion Street Advisors, LLC 2.20% Reduce -8.4% 23,941 $6.3M
Lodestar Private Asset Management LLC 0.79% Reduce -0.9% 23,595 $6.2M
Red Wave Investments LLC 2.16% Reduce -3.3% 23,532 $6.2M
Avior Wealth Management, LLC 0.24% Reduce -4.1% 23,186 $6.1M
Great Valley Advisor Group, Inc. 0.15% Add +3.1% 22,902 $6.0M
Sawgrass Asset Management LLC 0.62% No change 22,775 $6.0M
Integrated Wealth Concepts LLC 0.07% Add +0.8% 22,725 $6.0M
Bank of Montreal 0.00% Add +1.9% 22,612 $5.9M
Cary Street Partners Investment Advisory LLC 0.22% Add +0.4% 22,463 $5.9M
Mather Group, Llc. 0.08% Reduce -17.1% 22,250 $5.9M
Adero Partners, LLC 0.39% No change 22,179 $5.8M
Kendall Capital Management 1.80% No change 22,158 $5.8M
Ameritas Advisory Services, LLC 0.25% Add +231.8% 22,144 $5.8M
Hall Kathryn A. 1.22% No change 22,100 $5.8M
Caitlin John, LLC 3.72% Add +4.5% 21,071 $5.8M
Pinnacle Wealth Management Advisory Group, LLC 0.55% Reduce -0.1% 21,798 $5.7M
Ironwood Financial, llc 1.20% Add +7.5% 21,726 $5.7M
Intrust Bank NA 0.57% Add +0.5% 21,489 $5.7M
Dorsey & Whitney Trust CO LLC 0.30% Reduce -0.5% 21,363 $5.6M
Ifrah Financial Services, Inc. 1.51% Reduce -1.0% 21,289 $5.6M
Modera Wealth Management, LLC 0.07% Reduce -3.2% 21,132 $5.6M
McClarren Financial Advisors, Inc. 0.70% Add +239.8% 9,329 $5.5M
Marietta Wealth Management, LLC 0.79% Add +1.6% 20,646 $5.4M
Black Diamond Financial, LLC 0.88% Reduce -0.9% 19,724 $5.2M
Gradient Capital Advisors, LLC 1.70% No change 19,464 $5.1M
Flagship Harbor Advisors, LLC 0.28% Add +5.5% 19,449 $5.1M
Royal Fund Management, LLC 0.36% Add +108.0% 19,300 $5.1M
American Investment Services, Inc. 0.84% Add +3.5% 19,167 $5.0M
AQR Capital Management 0.01% New 18,721 $4.9M
Ritholtz Wealth Management 0.15% Reduce -20.6% 18,675 $4.9M
Vontobel Holding Ltd. 0.02% Reduce -2.3% 18,348 $4.8M
Brighton Jones LLC 0.18% Reduce -51.6% 18,256 $4.8M
Phillips Financial Management, LLC 0.37% Reduce -2.7% 18,091 $4.8M
Topel & Distasi Wealth Management, LLC 1.96% Reduce -9.6% 17,962 $4.7M
One Capital Management, LLC 0.15% Add +0.4% 17,936 $4.7M
Ausdal Financial Partners, Inc. 0.49% Reduce -1.4% 17,719 $4.7M
Riverview Trust Co 4.09% No change 17,649 $4.6M
IFG Advisory, LLC 0.29% Reduce -1.6% 17,455 $4.6M
Wedmont Private Capital 0.26% Add +0.6% 17,537 $4.6M
Oppenheimer & Co. Inc. 0.07% Add +7.0% 17,296 $4.6M
City Holding Co. 0.63% Add +18.1% 17,230 $4.5M
Interactive Financial Advisors, Inc. 2.33% Add +2.0% 17,184 $4.5M
JFS Wealth Advisors, LLC 0.30% Add +15.3% 17,163 $4.5M
Fiducient Advisors LLC 0.51% Reduce -1.3% 16,733 $4.4M
BLB&B Advisors, LLC 0.23% Reduce -0.5% 16,748 $4.4M
Objective Capital Management, LLC 2.59% — 16,737 $4.4M
Bessemer Group Inc. 0.01% Add +47.6% 16,735 $4.4M
Transcendent Capital Group LLC 2.23% Reduce -45.3% 16,533 $4.4M
WASHINGTON TRUST Co 0.15% No change 16,485 $4.3M
FC Advisory LLC 1.46% Add +8.5% 16,435 $4.3M
Pitcairn Co. 0.25% No change 16,112 $4.2M
Lido Advisors, LLC 0.03% Add +35.5% 16,009 $4.2M
Patron Partners, LLC 2.32% Add +6.2% 15,969 $4.2M
Citigroup Inc. 0.00% Add +0.9% 15,874 $4.2M
Fairway Wealth LLC 2.12% Add +11.2% 15,839 $4.2M
Watershed Private Wealth LLC 1.63% Reduce -1.4% 15,509 $4.1M
Elevation Capital Advisory, LLC 1.78% New 15,290 $4.0M
Pioneer Wealth Management Group 1.92% Reduce -6.7% 15,271 $4.0M
Retireful, LLC 2.96% Reduce -52.1% 15,203 $4.0M
Evercore Wealth Management, LLC 0.06% No change 15,147 $4.0M
O'shaughnessy Asset Management, LLC 0.04% Add +20.9% 14,741 $4.0M
McAdam, LLC 0.22% Reduce -2.9% 14,733 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +1081.8% 14,619 $3.8M
SWP Financial LLC 2.30% Reduce -1.3% 14,331 $3.8M
Caprock Group, LLC 0.14% Add +7.2% 14,265 $3.8M
Warwick Investment Management, Inc. 0.89% Add +0.0% 14,287 $3.8M
Financial Connections Group, Inc. 1.83% No change 14,166 $3.7M
Country Club Bank 0.25% Add +0.8% 14,024 $3.7M
Bryn Mawr Trust Advisors, LLC 0.20% Reduce -0.1% 13,841 $3.6M
Bragg Financial Advisors, Inc 0.15% Reduce -11.1% 13,697 $3.6M
Parsons Capital Management Inc. 0.23% Add +29.8% 13,684 $3.6M
Councilor Wealth, LLC 1.76% Reduce -2.3% 13,673 $3.6M
Atticus Wealth Management, LLC 1.15% Reduce -0.6% 13,648 $3.6M
KMG Fiduciary Partners, LLC 0.31% No change 13,641 $3.6M
PCG Wealth Advisors, LLC 1.38% New 13,611 $3.6M
Abound Wealth Management 1.19% Reduce -6.0% 13,609 $3.6M
Mathes Company, Inc. 1.26% No change 13,461 $3.5M
Evanson Asset Management, LLC 0.25% Add +7.1% 13,311 $3.5M
Financial Insights, Inc. 1.10% New 12,884 $3.4M
PrairieView Partners, LLC 0.35% Reduce -0.7% 12,769 $3.4M
Human Investing LLC 0.61% Reduce -0.3% 12,753 $3.4M
SigFig Wealth Management, LLC 0.12% Reduce -7.5% 12,712 $3.3M
Twin Focus Capital Partners, LLC 0.52% Add +92.8% 12,570 $3.3M
Wells Financial Advisors INC 4.45% Reduce -10.8% 12,481 $3.3M
SouthState Bank Corp 0.23% Add +0.7% 12,466 $3.3M
Roundview Capital LLC 0.24% Add +1.5% 12,374 $3.3M
Kingswood Wealth Advisors, LLC 0.23% Add +399.9% 12,278 $3.2M
PDS Planning, Inc 0.29% Add +0.1% 12,255 $3.2M
EP Wealth Advisors, LLC 0.03% Add +3.8% 12,251 $3.2M
Private Portfolio Partners LLC 0.58% New 11,829 $3.1M
ARK & TLK Investments, LLC 1.11% Reduce -0.3% 11,828 $3.1M
Coppell Advisory Solutions LLC 0.45% Reduce -0.8% 11,718 $3.1M
Pinnacle Financial Group, LLC / IL 1.20% Reduce -6.2% 11,607 $3.1M
Prospera Financial Services Inc 0.08% Reduce -0.0% 11,601 $3.1M
Sheets Smith Wealth Management 0.37% Reduce -2.1% 11,583 $3.0M
Lake Street Advisors Group, LLC 0.14% Add +0.2% 11,529 $3.0M
AE Wealth Management LLC 0.03% Add +244.4% 11,541 $3.0M
Fortem Financial Group, LLC 1.22% No change 11,412 $3.0M
NORTHSTAR ASSET MANAGEMENT Co 0.69% Reduce -0.9% 11,385 $3.0M
Kohmann Bosshard Financial Services, LLC 0.37% Add +1.6% 11,363 $3.0M
PCA Investment Advisory Services Inc. 1.41% Reduce -6.7% 11,338 $3.0M
Raymond James Trust N.A. 0.06% Add +2.0% 10,994 $2.9M
Glass Jacobson Investment Advisors llc 0.96% Add +2.9% 10,982 $2.9M
Savant Capital, LLC 0.02% Add +3.8% 10,950 $2.9M
Aspiriant, LLC 0.11% Add +2.3% 10,812 $2.8M
Cardiff Park Advisors, LLC 0.26% Add +0.3% 10,795 $2.8M
Avantax Advisory Services, Inc. 0.02% Reduce -6.3% 10,759 $2.8M
Boston Family Office LLC 0.19% Add +0.2% 10,693 $2.8M
Beaumont Financial Advisors, LLC 0.22% Reduce -0.7% 10,621 $2.8M
Cantor Fitzgerald Investment Advisors L.P. 0.19% Add +1.0% 10,621 $2.8M
Advocacy Wealth Management, LLC 0.22% Reduce -0.6% 10,518 $2.8M
Global Retirement Partners, LLC 0.08% Reduce -10.4% 10,505 $2.8M
Obermeyer Wealth Partners 0.15% No change 10,504 $2.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% No change 10,393 $2.7M
Blankinship & Foster, LLC 0.66% Add +0.0% 10,287 $2.7M
J.W. Cole Advisors, Inc. 0.11% Add +0.4% 10,286 $2.7M
Freestone Capital Holdings, LLC 0.09% Add +26.0% 10,098 $2.7M
Fortitude Advisory Group L.L.C. 1.68% Reduce -6.0% 10,091 $2.7M
B. Riley Wealth Advisors, Inc. 0.07% Add +8.2% 10,043 $2.6M
Alley Investment Management Company, LLC 0.33% No change 9,909 $2.6M
Strategic Financial Concepts, LLC 0.83% Reduce -99.6% 9,876 $2.6M
Financial Alternatives, Inc 1.80% No change 9,723 $2.6M
Sequoia Financial Advisors, LLC 0.03% Add +0.0% 9,649 $2.5M
Market Street Wealth Management Advisors LLC 0.41% Reduce -2.0% 9,526 $2.5M
Legacy Advisors, LLC 0.27% No change 9,433 $2.5M
Wiser Wealth Management, Inc 0.71% Reduce -0.2% 9,402 $2.5M
Park Avenue Securities LLC 0.03% Reduce -23.5% 9,352 $2.5M
Neuberger Berman Group LLC 0.00% Reduce -4.3% 9,321 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.0% 9,278 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -23.3% 9,081 $2.4M
YHB Investment Advisors, Inc. 0.19% No change 8,850 $2.3M
Partners in Financial Planning 0.47% Add +19.4% 8,826 $2.3M
Franklin, Parlapiano, Turner & Welch, LLC 0.60% No change 8,770 $2.3M
Daymark Wealth Partners, LLC 0.10% Add +5.6% 8,769 $2.3M
Independent Financial Group, LLC 0.08% Reduce -9.2% 8,698 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -0.3% 8,666 $2.3M
Nicolet Bankshares Inc. 0.46% Reduce -0.3% 8,652 $2.3M
Dentgroup LLC 1.70% Reduce -0.4% 8,644 $2.3M
M&T Bank Corp 0.01% Reduce -0.4% 8,590 $2.3M
General Partner, Inc. 1.40% No change 8,588 $2.3M
Bluestem Financial Advisors, LLC 1.05% Reduce -0.5% 8,572 $2.3M
Lanark Financial, Inc. 0.19% Reduce -7.0% 8,563 $2.3M
Oxford Financial Group, LTD. LLC 0.14% Reduce -7.1% 8,403 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -67.2% 8,313 $2.2M
Kingsview Wealth Management, LLC 0.05% Add +6.4% 8,303 $2.2M
Stone Summit Wealth LLC 0.70% Reduce -0.1% 8,195 $2.2M
Pallas Capital Advisors LLC 0.09% Add +12.6% 7,996 $2.1M
Sand Hill Global Advisors, LLC 0.09% Reduce -45.3% 8,010 $2.1M
Clayton Financial Group LLC 0.79% Add +84.9% 8,000 $2.1M
Howard Wealth Management, LLC 1.21% Add +2.9% 7,895 $2.1M
Exencial Wealth Advisors, LLC 0.07% Add +9.6% 7,869 $2.1M
Ellenbecker Investment Group 0.39% Add +1.0% 7,847 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -11.1% 7,816 $2.1M
Founders Financial Securities LLC 0.19% Reduce -17.4% 7,812 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.9% 7,749 $2.0M
Boston Trust Walden Corp 0.01% No change 7,645 $2.0M
Summit Financial, LLC 0.08% Add +59.5% 7,462 $2.0M
AMG National Trust Bank 0.05% Add +5.7% 7,401 $1.9M
Great Point Wealth Advisors, LLC 0.42% Reduce -6.5% 7,386 $1.9M
Quantinno Capital Management LP 0.03% Add +24.7% 7,308 $1.9M
Gill Capital Partners, LLC 0.69% Reduce -0.1% 7,274 $1.9M
Uptick Partners, LLC 0.80% Add +34.1% 7,183 $1.9M
Claro Advisors Inc. 0.24% Reduce -0.0% 7,146 $1.9M
Sequent Asset Management, LLC 0.93% Reduce -50.0% 7,127 $1.9M
Measured Wealth Private Client Group, LLC 0.63% No change 7,098 $1.9M
S.A. Mason LLC 0.99% Reduce -2.4% 7,065 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Add +0.4% 7,051 $1.9M
IHT Wealth Management, LLC 0.05% Add +3.7% 7,013 $1.8M
Principal Securities, Inc. 0.04% Add +18.7% 6,909 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -11.3% 6,825 $1.8M
Orion Portfolio Solutions, LLC 0.02% Reduce -11.3% 6,825 $1.8M
Empower Advisory Group, LLC 0.01% Reduce -9.0% 6,630 $1.7M
Legacy Private Trust Co. 0.12% Reduce -1.1% 6,564 $1.7M
Nations Financial Group Inc, /Ia/ 0.12% Add +0.3% 6,528 $1.7M
Scott & Selber, Inc. 0.53% Reduce -0.2% 6,515 $1.7M
Staley Capital Advisers Inc. 0.08% Reduce -2.0% 6,492 $1.7M
Life Planning Partners, Inc 1.52% Reduce -1.8% 6,482 $1.7M
Cyndeo Wealth Partners, LLC 0.12% Reduce -1.9% 6,443 $1.7M
Private Management Group Inc. 0.06% No change 6,424 $1.7M
Forum Financial Management, LP 0.03% Add +1.2% 6,399 $1.7M
Sei Investments Co. 0.00% Reduce -5.9% 6,352 $1.7M
Laird Norton Wetherby Wealth Management, LLC 0.08% No change 6,327 $1.7M
Cwm, LLC 0.01% Add +3.6% 6,306 $1.7M
Davidson Trust Co. 0.85% No change 6,256 $1.6M
EnRich Financial Partners LLC 0.55% Reduce -2.1% 6,242 $1.6M
Brown Brothers Harriman & Co. 0.01% No change 6,075 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -3.6% 6,072 $1.6M
First Merchants Corp. 0.06% No change 6,071 $1.6M
Round Rock Advisors LLC 0.37% Reduce -0.2% 6,036 $1.6M
Glassman Wealth Services 0.27% No change 6,036 $1.6M
Grandfield & Dodd, LLC 0.09% Reduce -0.7% 5,990 $1.6M
Cary Street Partners Asset Management LLC 0.21% Add +0.2% 29,249 $1.6M
Berger Financial Group, Inc 0.11% Reduce -0.3% 5,952 $1.6M
Mustard Seed Financial, LLC 1.30% Reduce -1.4% 5,939 $1.6M
Cypress Wealth Services, LLC 0.32% Add +0.0% 5,924 $1.6M
CIBC Private Wealth Group LLC 0.00% Reduce -31.7% 5,864 $1.5M
Mystic Asset Management, Inc. 0.58% Reduce -2.7% 5,855 $1.5M
Vista Capital Partners, Inc. 0.18% Reduce -5.9% 5,787 $1.5M
Tsfg, LLC 0.33% Add +0.1% 5,780 $1.5M
Foundations Investment Advisors, LLC 0.03% Add +38.5% 5,781 $1.5M
Versant Capital Management, Inc 0.35% Reduce -0.7% 5,772 $1.5M
Brown, Lisle/Cummings, Inc. 0.46% No change 5,755 $1.5M
Thomasville National Bank 0.11% Reduce -2.1% 5,751 $1.5M
Center for Financial Planning, Inc. 0.20% Add +0.0% 5,733 $1.5M
Balanced Rock Investment Advisors LLC 1.18% Reduce -2.1% 5,732 $1.5M
Alerus Financial NA 0.11% No change 5,705 $1.5M
Fairman Group, LLC 1.36% Reduce -3.7% 5,686 $1.5M
SeaCrest Wealth Management, LLC 0.16% Add +5.7% 5,699 $1.5M
Plancorp, LLC 0.06% No change 5,684 $1.5M
Southland Equity Partners LLC 0.36% New 5,666 $1.5M
Capital Management Associates, Inc 0.60% No change 5,581 $1.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +2.9% 5,574 $1.5M
Roman Butler Fullerton & Co. 0.44% Reduce -1.6% 5,510 $1.5M
Olistico Wealth, LLC 0.88% Add +0.0% 5,472 $1.4M
Cahaba Wealth Management, Inc. 0.12% Add +42.1% 5,461 $1.4M
Seamount Financial Group Inc. 1.08% Add +2.9% 5,452 $1.4M
Capital Investment Advisors, LLC 0.03% Add +43.6% 5,440 $1.4M
Sigma Planning Corp 0.04% Reduce -0.7% 5,420 $1.4M
Waldron Private Wealth LLC 0.06% Reduce -1.1% 5,401 $1.4M
Rebalance, LLC 0.10% No change 5,400 $1.4M
Quadcap Wealth Management, LLC 0.22% Reduce -13.2% 5,395 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +0.3% 5,311 $1.4M
Snowden Capital Advisors LLC 0.04% Add +0.2% 5,298 $1.4M
Wellspring Financial Advisors, LLC 0.17% Add +1.5% 5,292 $1.4M
Harbour Investments, Inc. 0.04% Add +17.2% 5,267 $1.4M
Leo Wealth, LLC 0.13% Reduce -6.0% 5,252 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 5,227 $1.4M
Lifeworks Advisors, LLC 0.27% Add +29.6% 5,226 $1.4M
Trust Co. of Vermont 0.07% No change 5,188 $1.4M
Lloyd Advisory Services, LLC. 0.65% New 5,094 $1.3M
Select Asset Management & Trust 0.49% No change 5,093 $1.3M
Annex Advisory Services, LLC 0.04% Add +204.5% 5,079 $1.3M
Mosaic Family Wealth Partners, LLC 0.20% No change 5,075 $1.3M
Sheaff Brock Investment Advisors, LLC 0.12% Reduce -1.9% 5,073 $1.3M
HTLF Bank 0.14% No change 5,066 $1.3M
Equita Financial Network, Inc. 0.48% Add +7.1% 5,034 $1.3M
AdvisorNet Financial, Inc 0.10% Add +4.1% 5,033 $1.3M
Eagle Strategies LLC 0.24% Add +3.7% 5,026 $1.3M
Avalon Trust Co 0.10% Reduce -16.3% 5,022 $1.3M
Simon Quick Advisors, LLC 0.08% No change 4,994 $1.3M
Van Hulzen Asset Management, LLC 0.10% Add +27.8% 4,989 $1.3M
TD Private Client Wealth LLC 0.04% Add +46.5% 4,970 $1.3M
BWM Planning, LLC 0.58% — 4,960 $1.3M
Wedbush Securities Inc. 0.05% Reduce -0.1% 4,928 $1.3M
Mgo One Seven LLC 0.06% Add +1.1% 4,921 $1.3M
Aspen Wealth Management LLC 0.39% Add +0.3% 4,916 $1.3M
Battery Global Advisors, LLC 0.70% No change 4,879 $1.3M
Pathway Financial Advisors LLC 0.33% No change 4,891 $1.3M
Meridian Wealth Management, LLC 0.06% New 4,846 $1.3M
Arete Wealth Advisors, LLC 0.11% Reduce -3.6% 4,816 $1.3M
Brandywine Oak Private Wealth LLC 0.12% No change 4,789 $1.3M
Greenleaf Trust 0.01% No change 4,768 $1.3M
Synovus Financial Corp. 0.01% Add +47.1% 4,765 $1.3M
Lodestone Wealth Management LLC 0.63% Add +0.4% 4,748 $1.3M
Silverlake Wealth Management LLC 0.48% Reduce -0.2% 4,748 $1.2M
Anchor Capital Advisors LLC 0.03% No change 4,746 $1.2M
WealthTrust Asset Management, LLC 0.93% Reduce -28.8% 4,741 $1.2M
Tranquility Partners, LLC 0.45% Reduce -0.1% 4,729 $1.2M
Tudor Investment Corporation 0.01% Reduce -48.3% 4,726 $1.2M
Blair William & Co. 0.00% Reduce -1.1% 4,721 $1.2M
Waypoint Capital Advisors, LLC 0.26% No change 4,695 $1.2M
Townsquare Capital LLC 0.01% Add +13.7% 4,693 $1.2M
Destiny Wealth Partners, LLC 0.22% Add +0.5% 4,689 $1.2M
Prosperity Consulting Group, LLC 0.10% Add +0.8% 4,672 $1.2M
Wealthstream Advisors, Inc. 0.22% Add +0.3% 4,570 $1.2M
First Community Trust NA 0.98% Add +7.1% 4,566 $1.2M
Prudential PLC 0.01% Reduce -29.4% 4,560 $1.2M
CWA Asset Management Group, LLC 0.06% — 4,560 $1.2M
GenTrust, LLC 0.06% New 4,532 $1.2M
RTD Financial Advisors, Inc. 0.15% Add +2.5% 4,517 $1.2M
First Trust Investment Solutions L.P. 0.13% Add +5.0% 4,517 $1.2M
Ted Buchan & Co 0.56% Add +1.3% 4,512 $1.2M
WealthCollab, LLC 0.78% Reduce -2.2% 4,508 $1.2M
Advisory Services Network, LLC 0.02% No change 4,710 $1.2M
Flputnam Investment Management Co. 0.02% No change 4,453 $1.2M
Next Capital Management LLC 0.48% No change 4,429 $1.2M
Acorn Financial Advisory Services Inc. 0.21% Reduce -0.3% 4,425 $1.2M
MontVue Capital Management, Inc. 0.89% No change 4,407 $1.2M
True North Advisors, LLC 0.30% No change 4,385 $1.2M
VitalStone Financial, LLC 0.78% Add +5.1% 4,358 $1.1M
Appleton Partners Inc. 0.08% No change 4,317 $1.1M
Rodgers & Associates, LTD 0.14% No change 4,300 $1.1M
FAS Wealth Partners, Inc. 0.09% Add +0.3% 4,291 $1.1M
Silver Oak Advisory Group, Inc. 0.58% Reduce -1.0% 4,283 $1.1M
Bokf, NA 0.02% Add +66.8% 4,328 $1.1M
Net Worth Advisory Group 0.33% — 4,271 $1.1M
Gries Financial LLC 0.21% Add +4.2% 4,229 $1.1M
Fortis Capital Management LLC 0.22% Add +4.5% 4,228 $1.1M
Ethos Financial Group, LLC 0.18% New 4,199 $1.1M
Nicholas Hoffman & Company, LLC. 0.05% No change 4,207 $1.1M
Lee Danner & Bass Inc. 0.08% Reduce -0.6% 4,199 $1.1M
Rehmann Capital Advisory Group 0.07% Add +0.2% 4,161 $1.1M
Pacific Financial Group Inc. 0.80% No change 4,126 $1.1M
Capital Analysts, LLC 0.04% Add +2164.6% 4,099 $1.1M
REDW Wealth LLC 0.28% No change 4,097 $1.1M
SpiderRock Advisors, LLC 0.02% Reduce -0.4% 4,085 $1.1M
SMI Advisory Services, LLC 0.24% Reduce -0.7% 4,048 $1.1M
Physician Wealth Advisors, Inc. 0.19% Reduce -10.9% 3,969 $1.1M
David J Yvars Group 0.65% Add +0.7% 4,011 $1.1M
Cahill Financial Advisors Inc. 0.14% Add +1.9% 4,001 $1.1M
American Money Management, LLC 0.21% Add +0.1% 3,948 $1.0M
Carmichael Hill & Associates, Inc. 0.38% Add +0.1% 3,905 $1.0M
Abacus Planning Group, Inc. 0.18% No change 3,884 $1.0M
Consolidated Portfolio Review Corp 0.23% Reduce -0.1% 3,840 $1.0M
CFS Investment Advisory Services, LLC 0.08% Reduce -1.9% 3,832 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -3.4% 3,828 $1.0M
Berkeley Capital Partners, LLC 0.29% Reduce -0.5% 3,806 $1.0M
Lutz Financial Services LLC 0.08% No change 3,791 $998K
Choate Investment Advisors 0.03% No change 3,783 $996K
Core Wealth Advisors, Inc. 0.32% No change 3,780 $995K
Slow Capital, Inc. 0.15% Reduce -1.0% 3,770 $994K
High Net Worth Advisory Group LLC 0.28% Reduce -0.4% 3,752 $988K
Pachira Investments Inc. 0.76% Add +1.6% 3,727 $981K
Evergreen Capital Management LLC 0.03% Add +4.4% 3,702 $978K
GSG Advisors LLC 0.32% No change 3,744 $977K
Trivium Point Advisory, LLC 0.14% Add +0.1% 3,547 $975K
Renaissance Technologies 0.00% Reduce -43.9% 3,700 $974K
Crescent Grove Advisors, LLC 0.10% Reduce -1.1% 3,668 $969K
Old National Bancorp 0.02% No change 3,641 $959K
Perigon Wealth Management, LLC 0.03% Add +14.6% 3,595 $947K
Liberty Wealth Management LLC 0.16% Add +0.2% 3,571 $940K
Marshall Financial Group, LLC 0.22% New 3,567 $939K
Jane Street Group, LLC 0.00% Reduce -73.5% 3,556 $936K
Sax Wealth Advisors, LLC 0.08% Add +56.3% 3,549 $934K
Bell Investment Advisors, Inc 0.17% Add +0.2% 3,545 $933K
Valley Forge Investment Consultants Inc. Adv 0.33% Add +0.3% 3,542 $933K
Interchange Capital Partners, LLC 0.33% Reduce -0.3% 3,541 $932K
Mission Wealth Management, LP 0.02% Add +0.8% 3,529 $929K
Mitchell McLeod Pugh & Williams Inc. 0.19% No change 3,528 $929K
Plum Street Advisors, LLC 0.47% No change 3,510 $924K
Advisors Capital Management, LLC 0.01% Reduce -27.7% 3,502 $922K
Crescent Sterling, Ltd. 0.88% Reduce -1.4% 3,500 $922K
Kirtland Hills Capital Management, LLC 0.51% New 3,489 $919K
TFC Financial Management, Inc. 0.15% Add +0.2% 3,485 $918K
Kwmg, LLC 0.09% No change 3,477 $915K
Morton Capital Management LLC 0.18% No change 3,445 $907K
Oakworth Capital, Inc. 0.06% No change 3,435 $904K
Wealthcare Advisory Partners LLC 0.03% Add +0.1% 3,396 $894K
NorthCoast Asset Management LLC 0.01% New 4,071 $887K
Wescott Financial Advisory Group, LLC 0.09% Reduce -2.5% 3,353 $883K
Compass Ion Advisors, LLC 0.11% No change 3,330 $877K
LongView Wealth Management 0.28% Reduce -3.1% 3,328 $876K
Cozad Asset Management Inc. 0.08% No change 3,325 $875K
Moisand Fitzgerald Tamayo, LLC 0.12% Reduce -0.6% 3,287 $865K
Mason Investment Advisory Services, Inc. 0.05% Reduce -6.9% 3,285 $865K
FF Advisors,LLC 0.56% Reduce -9.5% 3,211 $862K
BSW Wealth Partners 0.13% No change 3,250 $856K
Athena Investment Management 0.49% No change 3,240 $853K
Larson Financial Group LLC 0.05% Reduce -0.0% 3,212 $846K
Prudential Financial Inc. 0.00% Reduce -20.5% 3,208 $845K
Essex Financial Services, Inc. 0.06% Add +0.1% 3,108 $833K
Red Door Wealth Management, LLC 0.14% Reduce -1.0% 3,161 $832K
Sloy Dahl & Holst, LLC 0.14% Reduce -2.2% 3,159 $832K
Atwater Malick LLC 0.27% No change 3,155 $831K
Primoris Wealth Advisors, LLC 0.60% No change 3,153 $830K
Etfidea, LLC 0.26% No change 3,127 $823K
Assetmark, Inc. 0.00% Add +221.2% 3,122 $822K
Carnegie Investment Counsel 0.02% Add +0.1% 3,111 $819K
Ferguson Wellman Capital Management, Inc. 0.02% No change 3,110 $819K
CGC Financial Services, LLC 0.33% Reduce -3.1% 3,107 $818K
Fee-Only Financial Planning, L.C. 0.52% No change 3,107 $818K
Bank Ozk 0.34% Reduce -1.1% 3,103 $817K
TD Waterhouse Canada Inc. 0.01% Add +0.3% 3,127 $816K
Zhang Financial LLC 0.05% No change 3,087 $813K
Madison Wealth Partners, Inc 0.24% No change 3,082 $812K
Breakwater Investment Management 0.34% No change 3,077 $810K
Stratos Investment Management, LLC 0.06% Add +0.4% 3,065 $807K
Verdence Capital Advisors LLC 0.06% Reduce -1.1% 3,061 $806K
United Asset Strategies, Inc. 0.07% Reduce -1.2% 3,043 $801K
Salomon & Ludwin, LLC 0.08% No change 3,041 $801K
Waverly Advisors, LLC 0.01% Reduce -2.9% 3,035 $799K
Aspire Wealth Management Corp 0.43% Reduce -2.6% 3,034 $799K
RCS Financial Planning, LLC 0.44% No change 3,010 $795K
Synergy Financial Group, LTD 0.74% Add +5.5% 2,960 $779K
Bailard, Inc. 0.02% No change 2,928 $771K
Avidian Wealth Enterprises, LLC 0.03% New 2,914 $767K
DBK Financial Counsel, LLC 0.77% Reduce -1.0% 2,908 $766K
OneDigital Investment Advisors LLC 0.01% Reduce -11.0% 2,890 $761K
Norden Group LLC 0.09% Add +32.1% 2,876 $757K
Focus Financial Network, Inc. 0.03% Reduce -1.4% 2,863 $756K
Westwood Holdings Group Inc. 0.01% No change 2,870 $756K
Mayflower Financial Advisors, LLC 0.11% Add +0.8% 2,835 $746K
Essex Private Wealth Management, LLC 1.75% No change 2,824 $744K
Mesirow Financial Investment Management, Inc. 0.01% Add +128.3% 2,822 $743K
Compound Planning, Inc. 0.05% Add +0.3% 2,817 $742K
Values Added Financial LLC 0.47% No change 2,801 $737K
Cabana LLC 4.10% Reduce -23.8% 2,799 $737K
Annapolis Financial Services, LLC 0.22% No change 2,796 $736K
Rockwood Wealth Management, LLC 0.08% Add +19.3% 2,786 $734K
Cassaday & Co Wealth Management LLC 0.02% No change 2,773 $730K
Awm Capital, LLC 0.09% No change 2,764 $730K
Clark Capital Management Group, Inc. 0.01% No change 2,760 $727K
Integrated Advisors Network LLC 0.03% Reduce -0.4% 2,754 $725K
Meridian Wealth Advisors, LLC 0.12% No change 2,750 $724K
Coastline Trust Co 0.09% No change 2,750 $724K
Petix & Botte Co 0.19% Reduce -7.8% 2,750 $724K
Breakwater Capital Group 0.14% No change 2,706 $712K
Anderson Hoagland & Co. 0.07% No change 2,708 $712K
FNY Investment Advisers, LLC 0.35% New 2,700 $710K
Hardy Reed LLC 0.06% Reduce -0.4% 2,662 $701K
Valeo Financial Advisors, LLC 0.02% Add +12.0% 2,657 $700K
MBA Advisors LLC 0.33% Add +4.3% 2,648 $697K
Goldstein Advisors, LLC 0.11% Add +4.2% 2,628 $692K
Brookstone Capital Management 0.01% Reduce -1.9% 2,622 $690K
Apollon Wealth Management, LLC 0.02% Reduce -4.7% 2,618 $689K
Rwa Wealth Partners, LLC 0.01% No change 2,606 $686K
CGN Advisors LLC 0.07% New 2,558 $674K
Embree Financial Group 0.12% Reduce -2.3% 2,550 $671K
LPWM LLC 0.22% No change 2,578 $671K
Hoge Financial Services, LLC 0.51% Add +48.7% 2,548 $671K
Johnson Investment Counsel Inc. 0.01% Reduce -4.3% 2,545 $670K
Novare Capital Management LLC 0.06% Reduce -0.3% 2,543 $670K
Tradewinds, LLC. 0.20% Add +0.4% 2,524 $665K
Schechter Investment Advisors, LLC 0.05% Add +109.9% 2,513 $662K
C M Bidwell & Associates Ltd. 0.40% Add +61.5% 2,505 $660K
Steigerwald, Gordon & Koch Inc. 0.07% No change 2,486 $655K
Everpar Advisors LLC 0.33% No change 2,450 $645K
Keystone Wealth Services, LLC 0.18% Add +0.3% 2,432 $640K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.5% 2,428 $639K
Traphagen Investment Advisors LLC 0.06% No change 2,422 $638K
McDonough Capital Management, Inc 0.44% Reduce -4.4% 2,418 $637K
Peterson Wealth Advisors, LLC 0.12% Reduce -1.6% 2,405 $633K
Clarity Capital Advisors, LLC 0.45% Add +0.3% 2,404 $633K
Keystone Financial Group 0.08% New 2,400 $632K
Johnson Financial Group, Inc. 0.03% No change 2,389 $631K
Lindbrook Capital, LLC 0.06% No change 2,396 $631K
Mutual Advisors, LLC 0.02% Add +23.4% 2,368 $630K
Rezny Wealth Management, Inc. 0.16% No change 2,385 $628K
Pine Harbor Wealth Management, LLC 0.31% Add +177.0% 2,368 $623K
PFG Investments, LLC 0.04% Reduce -0.6% 2,363 $622K
Safeguard Financial, LLC 0.15% No change 2,357 $621K
Winthrop Advisory Group LLC 0.08% Add +0.1% 2,348 $620K
ETF Store, Inc. 0.64% Add +0.3% 2,355 $620K
Quartz Partners, LLC 0.39% — 2,353 $620K
United Bank 0.07% No change 2,347 $618K
Braun-Bostich & Associates Inc. 0.43% No change 2,343 $617K
Beacon Financial Strategies CORP 0.42% No change 2,327 $613K
Sage Mountain Advisors LLC 0.05% Add +105.6% 2,319 $611K
Personal Cfo Solutions, LLC 0.09% Add +0.9% 2,309 $608K
Boston Financial Mangement LLC 0.02% No change 2,292 $603K
Efficient Advisors, LLC 0.04% Reduce -3.4% 2,265 $596K
City State Bank 0.22% Reduce -4.2% 2,260 $595K
Ariadne Wealth Management, LP 0.32% New 2,158 $591K
Trust Co 0.07% No change 2,214 $583K
Sandy Spring Bank 0.02% Reduce -2.3% 2,206 $581K
Bernardo Wealth Planning LLC 0.14% No change 2,160 $577K
Valley National Advisers Inc. 0.10% Reduce -4.2% 2,193 $577K
Becker Capital Management Inc. 0.02% No change 2,183 $577K
Grant/GrossMendelsohn, LLC 0.25% Add +0.3% 2,182 $576K
HM Payson & Co. 0.01% No change 2,186 $576K
Pettyjohn, Wood & White, Inc. 0.11% Add +0.1% 2,186 $575K
Robertson Stephens Wealth Management, LLC 0.02% New 2,176 $575K
Marquette Associates, Inc. 0.41% Reduce -56.6% 2,155 $569K
Regions Financial Corp. 0.00% Add +41.2% 2,155 $567K
Retirement Capital Strategies 0.22% Add +0.9% 2,153 $567K
Redwood Financial Network Corp 0.44% Add +0.3% 2,151 $566K
Venturi Wealth Management, LLC 0.03% Reduce -7.7% 2,149 $566K
Darden Wealth Group Inc 0.40% Reduce -5.3% 2,121 $558K
Brooklyn FI, LLC 0.20% New 2,103 $554K
Stephens Inc. 0.01% Reduce -0.6% 2,102 $553K
Fairhaven Wealth Management, LLC 0.17% Reduce -3.0% 2,101 $553K
Houlihan Financial Resource Group, Ltd. 0.23% New 2,094 $551K
Unionview, LLC 0.43% Add +0.3% 2,086 $549K
Advantage Trust Co 0.37% Add +1.4% 2,082 $548K
White Lighthouse Investment Management Inc. 0.10% Add +4.7% 2,058 $542K
Relyea Zuckerberg Hanson LLC 0.08% Reduce -1.9% 2,052 $540K
KCM Investment Advisors LLC 0.02% No change 2,019 $532K
Greenspring Advisors, LLC 0.12% No change 2,018 $531K
Legacy Edge Advisors, LLC 0.08% Add +31.3% 2,018 $531K
Orser Capital Management, LLC 0.38% Reduce -1.9% 2,010 $529K
TruWealth Advisors, LLC 0.03% Add +0.1% 2,010 $529K
Diversify Wealth Management, LLC 0.05% Reduce -0.5% 1,987 $527K
Courage Miller Partners, LLC 0.18% Reduce -7.8% 1,998 $526K
NorthRock Partners, LLC 0.02% Add +761.5% 1,990 $526K
Glen Eagle Advisors, LLC 0.09% No change 1,989 $524K
Beckerman Institutional, LLC 0.43% — 1,957 $515K
Western Wealth Management, LLC 0.03% Reduce -4.0% 1,946 $512K
Capasso Planning Partners LLC 0.15% No change 1,938 $510K
Nicolet Advisory Services, LLC 0.05% Add +0.1% 1,958 $510K
First Western Trust Bank 0.02% No change 1,931 $508K
Vista Investment Management 0.19% No change 1,900 $500K
Qube Research & Technologies Ltd 0.00% Reduce -10.1% 1,893 $498K
Passive Capital Management, LLC. 0.17% No change 1,892 $498K
Safe Harbor Fiduciary, LLC 0.46% — 1,878 $494K
PFG Advisors 0.03% Add +0.8% 1,874 $493K
Marcum Wealth, LLC 0.04% Reduce -2.7% 1,830 $482K
BlackRock, Inc. 0.00% — 1,821 $479K
Three Bridge Wealth Advisors, LLC 0.18% No change 1,815 $479K
Cherry Tree Wealth Management, LLC 0.11% No change 1,816 $478K
Charter Oak Capital Management, LLC 0.04% No change 1,816 $478K
Capital Group Private Client Services, Inc. 0.00% Add +0.3% 1,812 $477K
Revisor Wealth Management LLC 0.30% Reduce -7.5% 1,799 $474K
Creative Financial Designs Inc. 0.04% Reduce -7.1% 1,796 $473K
PBMares Wealth Management LLC 0.10% Add +0.1% 1,787 $470K
Delta Financial Advisors LLC 0.17% Add +0.1% 1,782 $469K
Allred Capital Management, LLC 0.18% Add +0.3% 1,780 $469K
Abacus Wealth Partners, LLC 0.07% No change 1,772 $467K
Aletheian Wealth Advisors LLC 0.27% No change 1,771 $466K
LifePro Asset Management 0.28% New 1,761 $464K
Fortitude Family Office, LLC 0.18% Add +0.3% 1,749 $460K
Retirement Planning Co of New England, Inc. 0.23% Reduce -0.5% 1,722 $454K
Verus Capital Partners, LLC 0.04% Reduce -28.6% 1,715 $451K
Asset Dedication, LLC 0.03% Add +11.0% 1,690 $445K
Graves Light Lenhart Wealth, Inc. 0.05% No change 1,688 $444K
Klingman & Associates, LLC 0.03% No change 1,686 $444K
Stratos Wealth Advisors, LLC 0.02% No change 1,667 $439K
Two Sigma Securities, LLC 0.03% New 1,662 $438K
Bogart Wealth, LLC 0.02% No change 1,656 $436K
Weaver Consulting Group 0.14% No change 1,654 $435K
Rockbridge Investment Management, LCC 0.06% Reduce -12.0% 1,641 $432K
Concurrent Investment Advisors, LLC 0.01% Add +55.4% 1,639 $431K
IronBridge Private Wealth, LLC 0.16% No change 1,635 $430K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -18.4% 1,628 $429K
Bank of Marin 0.35% No change 1,627 $428K
Manchester Capital Management LLC 0.05% No change 1,624 $428K
Oak Harvest Investment Services 0.06% Add +0.6% 1,615 $425K
Capital Advisors Inc. 0.01% Reduce -18.3% 1,613 $425K
Fiduciary Group, LLC 0.04% No change 1,599 $421K
Mitchell Capital Management Co. 0.07% No change 1,595 $420K
Axiom Financial Strategies, LLC 0.22% No change 1,592 $419K
KM Capital Management Ltd. 0.22% New 1,588 $418K
Savvy Advisors, Inc. 0.08% Add +4.7% 1,583 $417K
WBH Advisory Inc. 0.04% Reduce -19.4% 1,574 $414K
Main Street Financial Solutions, LLC 0.04% Add +0.1% 1,562 $411K
Sensible Financial Planning & Management, LLC. 0.08% New 1,560 $411K
Highland Capital Management, LLC 0.02% No change 1,560 $411K
ACT Advisors, LLC. 0.19% Reduce -2.2% 1,559 $411K
Watts Gwilliam & Co., LLC 0.09% — 1,559 $410K
Prosperity Planning, Inc. 0.18% Add +0.6% 1,556 $410K
First Financial Bank - Trust Division 0.04% No change 1,529 $403K
Financial Futures Ltd Liability Co. 0.23% No change 1,519 $400K
Legacy Financial Group, Inc. 0.14% Reduce -0.3% 1,529 $399K
Regal Investment Advisors LLC 0.03% Add +0.1% 1,510 $398K
RFG Advisory, LLC 0.01% Add +23.5% 1,507 $397K
Dividend Assets Capital, LLC 0.08% Reduce -0.5% 1,504 $396K
Kovack Advisors, Inc. 0.04% Add +2.3% 1,483 $390K
Walkner Condon Financial Advisors LLC 0.08% Reduce -3.7% 1,476 $389K
BlueChip Wealth Advisors LLC 0.20% No change 1,474 $388K
Legacy Trust 0.09% No change 1,470 $387K
Principle Wealth Partners LLC 0.03% Reduce -5.1% 1,459 $384K
Sandbox Financial Partners, LLC 0.13% Reduce -23.8% 1,448 $381K
Beacon Wealthcare LLC 0.15% New 1,445 $380K
Good Life Advisors, LLC 0.02% Add +0.1% 1,444 $380K
Archvest Wealth Advisors, Inc. 0.24% Add +2.5% 1,439 $379K
Newton One Investments LLC 0.15% No change 1,438 $379K
First Personal Financial Services 0.08% No change 1,435 $378K
Stevens Capital Partners 0.18% Add +0.3% 1,424 $375K
Canvas Wealth Advisors, LLC 0.10% No change 1,405 $371K
Seven Springs Wealth Group, LLC 0.14% No change 1,400 $369K
Total Wealth Planning, LLC 0.06% No change 1,396 $368K
Zacks Investment Management 0.00% Reduce -23.9% 1,395 $367K
Waters Parkerson & Co., LLC 0.02% No change 1,394 $367K
American Trust 0.03% No change 1,392 $367K
First Heartland Consultants, Inc. 0.04% Reduce -3.2% 1,392 $366K
My Personal CFO, LLC 0.20% Add +0.1% 1,386 $365K
WealthPlan Investment Management, LLC 0.04% New 1,385 $365K
Fort Pitt Capital Group, LLC 0.01% No change 1,383 $364K
Acima Private Wealth, LLC 0.12% No change 1,380 $363K
Mill Creek Capital Advisors, LLC 0.01% No change 1,363 $359K
Oak Asset Management, LLC 0.13% No change 1,361 $358K
Meridian Financial Advisors, LLC 0.24% No change 1,360 $358K
Willow Creek Wealth Management Inc. 0.04% No change 1,354 $356K
Summit X, LLC 0.09% No change 1,421 $355K
FSM Wealth Advisors, LLC 0.09% New 1,326 $349K
CoreCap Advisors, LLC 0.02% New 1,326 $349K
HighMark Wealth Management LLC 0.19% Reduce -22.5% 1,293 $340K
Riversedge Advisors, LLC 0.08% Add +0.2% 1,288 $339K
Wedgewood Investors Inc. 0.37% No change 1,287 $339K
Indiana Trust & Investment Management Co 0.11% No change 1,278 $336K
BKM Wealth Management, LLC 0.14% Reduce -0.9% 1,274 $335K
Quadrant Capital Group LLC 0.02% Add +0.9% 1,272 $335K
Main Street Group, LTD 0.15% Reduce -9.0% 1,261 $332K
Accredited Investors Inc. 0.02% Add +1.2% 1,260 $332K
Sachem Hill LLC 0.07% Reduce -8.5% 1,259 $331K
Millennium Management 0.00% New 1,257 $331K
Carret Asset Management, LLC 0.04% No change 1,254 $330K
Empirical Asset Management, LLC 0.12% No change 1,252 $330K
Ballentine Capital Advisors, Inc 0.17% Reduce -13.8% 1,250 $329K
Oxbow Advisors, LLC 0.03% No change 1,249 $329K
Spire Wealth Management 0.01% No change 1,248 $329K
Scotia Capital Inc. 0.00% Add +0.2% 1,244 $328K
MY Wealth Management Inc. 0.33% No change 1,240 $326K
Shorepoint Capital Partners LLC 0.07% Reduce -5.4% 1,238 $326K
CreativeOne Wealth, LLC 0.01% New 1,238 $326K
Benjamin Edwards Inc. 0.00% New 1,230 $325K
Avid Wealth Partners LLC 0.23% Reduce -22.5% 1,221 $321K
Cobblestone Capital Advisors LLC 0.02% No change 1,218 $321K
Silver Oak Securities, Incorporated 0.03% New 1,222 $320K
Gladstone Institutional Advisory LLC 0.02% No change 1,210 $319K
Barlow Wealth Partners, LLC 0.04% No change 1,220 $318K
Verum Partners LLC 0.09% No change 1,205 $317K
Ironsides Asset Advisors, LLC 0.09% No change 1,200 $316K
West Coast Financial LLC 0.03% No change 1,200 $316K
Creekside Partners 0.16% Add +0.1% 1,189 $313K
Trevian Wealth Management LLC 0.26% New 1,190 $313K
Indie Asset Partners, LLC 0.23% New 1,187 $313K
Consilio Wealth Advisors, LLC 0.13% Reduce -0.3% 1,183 $311K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -6.0% 1,182 $309K
Wealth Dimensions Group, Ltd. 0.08% Add +0.1% 1,172 $309K
Cornerstone Management, Inc. 0.06% Add +4.3% 1,171 $308K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.1% 1,169 $308K
BNP Paribas Financial Markets 0.00% Reduce -51.2% 1,156 $304K
Hibernia Wealth Partners, LLC 0.11% New 1,156 $304K
Redmond Asset Management, LLC 0.10% No change 1,151 $303K
PGIM Custom Harvest LLC 0.01% No change 1,151 $303K
Crestwood Advisors Group, LLC 0.01% Add +21.3% 1,150 $303K
Bouchey Financial Group, Ltd. 0.03% No change 1,136 $299K
MainStreet Investment Advisors LLC 0.04% Reduce -9.6% 1,135 $299K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -9.6% 1,135 $299K
Probity Advisors, Inc. 0.06% New 1,131 $298K
Acas, LLC 0.25% No change 1,130 $298K
Riverwater Partners LLC 0.15% New 1,130 $295K
Valtinson Bruner Financial Planning LLC 0.10% No change 1,114 $293K
Disciplined Investments, LLC 0.14% No change 1,107 $291K
Altiora Financial Group, LLC 0.06% No change 1,100 $290K
Financial Planning & Information Services, Inc. 0.04% New 1,100 $290K
Richard W. Paul & Associates, LLC 0.10% No change 1,098 $289K
Monograph Wealth Advisors, LLC 0.04% New 1,093 $289K
Bellwether Advisors, LLC 0.06% No change 1,094 $288K
New England Private Wealth Advisors LLC 0.05% Add +0.2% 1,093 $288K
Maia Wealth LLC 0.07% New 1,078 $287K
MB Generational Wealth, LLC 0.21% Reduce -0.9% 1,089 $287K
Stock Yards Bank & Trust Co. 0.01% No change 1,080 $284K
Connecticut Wealth Management, LLC 0.01% Reduce -5.8% 1,080 $284K
Unison Advisors LLC 0.03% Add +0.4% 1,077 $284K
Heritage Investors Management Corp. 0.01% Reduce -0.1% 1,074 $283K
Fortis Capital Advisors, LLC 0.09% No change 1,066 $281K
Belpointe Asset Management LLC 0.02% No change 1,066 $281K
Wealthcare Capital Management LLC 0.03% No change 1,050 $276K
Norris Perne & French LLP 0.02% No change 1,048 $276K
Next Level Private LLC 0.11% No change 1,044 $275K
Better Money Decisions, LLC 0.19% Add +6.8% 1,043 $275K
Certuity, LLC 0.03% No change 1,043 $275K
Revolve Wealth Partners, LLC 0.04% New 1,038 $273K
Shayne & Jacobs, LLC 0.07% No change 1,034 $272K
Thrive Wealth Management, LLC 0.05% Add +1.3% 1,027 $270K
Physician Wealth Solutions Inc. 0.13% No change 1,015 $270K
Summit Global Investments 0.02% New 1,025 $270K
WNY Asset Management, LLC 0.03% No change 1,020 $269K
Great Lakes Advisors, LLC 0.00% Reduce -3.2% 1,019 $268K
FreeGulliver LLC 0.16% Add +0.2% 1,016 $268K
Arkadios Wealth Advisors 0.02% Add +1.3% 1,011 $266K
Certified Advisory Corp 0.03% New 1,008 $265K
Triangle Securities Wealth Management 0.07% No change 1,008 $265K
Summit Wealth & Retirement Planning, Inc. 0.08% No change 1,006 $265K
Global Assets Advisory, LLC 0.14% New 1,010 $264K
RDA Financial Network 0.08% Reduce -16.6% 1,001 $264K
Creegan & Nassoura Financial Group, LLC 0.17% No change 1,000 $263K
Avestar Capital, LLC 0.03% No change 1,000 $263K
Arax Advisory Partners 0.02% Reduce -3.2% 999 $263K
SOL Capital Management CO 0.03% No change 1,000 $263K
BetterWealth, LLC 0.08% Reduce -2.3% 992 $261K
TCP Asset Management, LLC 0.06% No change 992 $261K
Invst, LLC 0.03% Reduce -3.0% 965 $254K
Lynx Investment Advisory 0.18% Add +0.3% 964 $254K
Keb Asset Management, LLC 0.08% No change 964 $254K
First Horizon Advisors, Inc. 0.01% Add +40.4% 963 $254K
CW Advisors, LLC 0.00% Reduce -98.0% 962 $253K
StoneX Group Inc. 0.02% Add +0.1% 946 $250K
Valmark Advisers, Inc. 0.00% No change 948 $250K
Axos Invest Inc. 0.17% — 945 $249K
WealthCare Investment Partners, LLC 0.11% Add +18.5% 953 $248K
Arbor Investment Advisors, LLC 0.03% No change 939 $247K
Midwest Professional Planners, LTD. 0.08% No change 938 $247K
New Century Financial Group, LLC 0.09% New 936 $247K
Blue Trust, Inc. 0.00% Reduce -18.4% 983 $245K
LRI Investments, LLC 0.02% No change 896 $245K
Hilltop Wealth Advisors, LLC 0.11% No change 921 $242K
Wealthspan Partners, LLC 0.12% No change 903 $238K
Thoroughbred Financial Services, LLC 0.02% No change 903 $237K
Burney Co./ 0.01% No change 900 $237K
Cooper Financial Group 0.03% Reduce -1.4% 897 $236K
Brass Tax Wealth Management, Inc. 0.05% No change 896 $236K
Atlantic Union Bankshares Corp 0.01% No change 892 $235K
Marco Investment Management LLC 0.02% No change 889 $234K
Waller Financial Planning Group, Inc. 0.06% No change 888 $234K
Caldwell Sutter Capital, Inc. 0.11% No change 887 $234K
NBT Bank, N.A. 0.02% No change 885 $233K
Avion Wealth 0.06% Add +0.1% 886 $233K
Francis Financial, Inc. 0.06% No change 884 $233K
Urban Financial Advisory Corp 0.13% Add +0.3% 881 $232K
Quadrant Private Wealth Management, LLC 0.06% New 875 $231K
Fisher Asset Management 0.00% New 876 $231K
Financial Advocates Investment Management 0.01% Add +0.8% 874 $230K
Centaurus Financial, Inc. 0.01% Reduce -6.4% 875 $230K
Cladis Investment Advisory, LLC 0.16% No change 865 $228K
Joel Isaacson & Co., LLC 0.01% New 865 $228K
SkyOak Wealth, LLC 0.05% No change 864 $227K
Prime Capital Investment Advisors, LLC 0.00% Reduce -3.7% 862 $227K
Pacific Sun Financial Corp 0.12% Add +1.2% 860 $226K
Strategic Blueprint, LLC 0.01% Add +5.9% 858 $226K
SilverOak Wealth Management LLC 0.05% No change 851 $224K
Sterling Wealth Management, Inc. 0.08% No change 848 $223K
Salem Investment Counselors Inc. 0.01% Reduce -6.4% 843 $223K
CFO4Life Group, LLC 0.04% No change 845 $222K
Clarity Financial LLC 0.03% No change 844 $222K
Associated Banc-Corp 0.01% Reduce -35.6% 841 $221K
Retirement Income Solutions, Inc. 0.05% No change 839 $221K
Strategies Wealth Advisors, LLC 0.03% No change 835 $220K
Herold Advisors, Inc. 0.05% No change 835 $220K
Cowa, LLC 0.10% No change 829 $218K
Gsa Capital Partners LLP 0.02% Reduce -14.8% 829 $218K
Mairs & Power Inc. 0.00% No change 827 $218K
Apella Capital, LLC 0.01% Reduce -1.5% 834 $218K
Beacon Financial Advisory LLC 0.07% New 825 $217K
Elios Financial Group Inc. 0.10% — 822 $216K
Orca Investment Management, LLC 0.20% No change 822 $216K
Schneider Downs Wealth Management Advisors, LP 0.04% Reduce -1.0% 821 $216K
AAF Wealth Management, LLC 0.11% Reduce -2.4% 821 $216K
CNB Bank 0.10% No change 820 $216K
First International Bank & Trust 0.07% No change 817 $215K
Aviance Capital Partners, LLC 0.03% No change 814 $214K
Kathleen S. Wright Associates Inc. 0.09% Add +4.4% 811 $214K
Clarity Wealth Advisors, LLC 0.06% New 811 $213K
Royal Capital Wealth Management, LLC 0.15% Add +0.4% 810 $213K
Fiduciary Trust Co 0.00% Reduce -1.1% 808 $213K
Diversify Advisory Services, LLC 0.01% New 793 $212K
Goodman Advisory Group, LLC 0.06% No change 803 $211K
Lazari Capital Management, Inc. 0.09% New 802 $211K
Tanager Wealth Management LLP 0.03% New 795 $210K
Visionary Wealth Advisors 0.01% New 796 $210K
Bradley Foster & Sargent Inc. 0.00% New 792 $209K
Heritage Investment Group, Inc. 0.04% New 787 $207K
Clear Creek Financial Management, LLC 0.02% New 782 $206K
Argent Trust Co 0.01% New 782 $206K
Evoke Wealth, LLC 0.01% New 776 $205K
WorthPointe, LLC 0.09% New 778 $205K
Mycio Wealth Partners, LLC 0.05% No change 777 $205K
McKinley Carter Wealth Services, Inc. 0.01% New 776 $204K
US Financial Advisors, LLC 0.06% New 773 $204K
Washington Trust Advisors, Inc. 0.02% No change 773 $204K
Boston Mountain Money Management Inc. 0.12% New 773 $204K
Werba Rubin Papier Wealth Management 0.05% New 773 $204K
Silvercrest Asset Management Group LLC 0.00% New 767 $202K
Clearstead Advisors, LLC 0.00% No change 764 $201K
Smith Salley Wealth Management 0.01% New 762 $201K
Samlyn Capital, LLC 0.00% Reduce -7.7% 760 $200K
Atalanta Sosnoff Capital, LLC 0.00% New 760 $200K
Oarsman Capital, Inc. 0.04% New 750 $197K
GoalVest Advisory LLC 0.05% Reduce -7.9% 725 $191K
Halpern Financial, Inc. 0.05% No change 730 $191K
Ballast Advisors LLC 0.06% Reduce -0.6% 722 $190K
Montag A & Associates Inc. 0.01% Add +16.9% 718 $190K
Marquette Asset Management, LLC 0.03% Reduce -2.7% 716 $189K
Concourse Financial Group Securities, Inc. 0.01% No change 695 $184K
Geneos Wealth Management Inc. 0.01% Add +4.1% 684 $180K
Strategic Investment Solutions, Inc. 0.05% Add +9.3% 667 $176K
Solstein Capital, LLC 0.09% No change 665 $175K
Front Row Advisors LLC 0.06% Reduce -3.5% 633 $167K
Pinnacle Bancorp, Inc. 0.04% Reduce -0.5% 629 $166K
Wintrust Investments LLC 0.12% Reduce -88.4% 629 $165K
DHJJ Financial Advisors, Ltd. 0.06% Add +3.0% 611 $161K
WealthShield Partners, LLC 0.02% No change 597 $158K
Key Financial Inc 0.03% No change 595 $157K
Stephens Consulting, LLC 0.04% No change 549 $145K
Tower Research Capital LLC (TRC) 0.00% Add +147.6% 515 $136K
Federation des caisses Desjardins du Quebec 0.00% No change 510 $134K
Turim 21 Investimentos Ltda. 0.04% No change 505 $133K
PSI Advisors, LLC 0.04% Add +0.2% 504 $133K
Colonial Trust Co / SC 0.02% No change 501 $132K
Duncker Streett & Co. Inc. 0.02% Reduce -21.9% 500 $132K
Mogy Joel R Investment Counsel Inc. 0.01% No change 500 $132K
Founders Financial Alliance, LLC 0.04% Add +0.2% 489 $129K
Alaska Wealth Advisors, LLC 0.02% Reduce -2.9% 477 $125K
Beaird Harris Wealth Management, LLC 0.01% No change 460 $121K
GAMMA Investing LLC 0.01% Add +126.1% 459 $121K
Private Trust Co. NA 0.01% Add +289.6% 448 $118K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.2% 441 $116K
Perkins Coie Trust Co 0.03% No change 441 $116K
Motco 0.01% No change 440 $116K
Byrne Asset Management LLC 0.08% Add +2.6% 429 $113K
Capital Investment Advisory Services, LLC 0.01% Reduce -10.7% 417 $110K
Caldwell Trust Co 0.01% No change 410 $108K
Delta Asset Management LLC 0.01% New 386 $102K
Van Den Berg Management I, Inc. 0.03% Reduce -34.5% 378 $100K
Russell Investments Group, Ltd. 0.00% Reduce -56.4% 377 $99K
Family Asset Management, LLC 0.06% No change 375 $99K
Mitchell Sinkler & Starr 0.02% No change 370 $97K
DT Investment Partners, LLC 0.01% No change 369 $97K
Householder Group Estate & Retirement Specialist, LLC 0.03% No change 372 $97K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 367 $97K
Grove Bank & Trust 0.01% No change 366 $96K
Intelligent Financial Strategies 0.05% No change 348 $92K
Colonial Trust Advisors 0.01% No change 349 $92K
Ancora Advisors LLC 0.00% No change 347 $91K
Twin Lakes Capital Management, LLC 0.06% New 335 $88K
First Pacific Financial 0.02% New 320 $84K
Aptus Capital Advisors, LLC 0.00% Add +48.6% 309 $81K
Hemington Wealth Management 0.02% New 308 $80K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -12.7% 282 $74K
Harbor Investment Advisory, LLC 0.01% New 273 $72K
Colony Family Offices, LLC 0.02% Add +30.4% 270 $71K
Ameritas Investment Partners, Inc. 0.00% No change 265 $70K
FinTrust Capital Advisors, LLC 0.01% Add +2066.7% 260 $68K
Webster Bank, N. A. 0.01% No change 257 $68K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 251 $66K
Peterson Financial Group, Inc. 0.25% New 249 $66K
Union Savings Bank 0.03% Add +14.4% 246 $65K
Granite FO LLC 0.04% New 243 $64K
Foster Dykema Cabot & Partners, LLC 0.01% New 242 $64K
JDM Financial Group LLC 0.03% Reduce -73.5% 241 $63K
Highline Wealth Partners LLC 0.02% Reduce -17.2% 240 $63K
Red Lighthouse Investment Management, LLC 0.02% No change 239 $63K
Powell Investment Advisors, LLC 0.03% Add +0.4% 227 $60K
Rice Partnership, LLC 0.01% No change 223 $59K
Carolinas Wealth Consulting LLC 0.01% No change 219 $58K
Hantz Financial Services, Inc. 0.00% New 211 $56K
Bray Capital Advisors 0.01% No change 210 $55K
Resources Management Corp. /CT/ 0.01% No change 210 $55K
Lowe Wealth Advisors, LLC 0.02% Reduce -33.3% 200 $53K
Chilton Capital Management LLC 0.00% No change 189 $50K
North Star Investment Management Corp. 0.00% No change 170 $45K
Jackson Hole Capital Partners, LLC 0.01% Add +0.6% 163 $43K
Sound Income Strategies, LLC 0.00% No change 157 $41K
Northwest Investment Counselors, LLC 0.01% New 151 $40K
Hoertkorn Richard Charles 0.02% No change 145 $38K
Westside Investment Management, Inc. 0.01% No change 143 $38K
Red Tortoise LLC 0.02% Add +0.7% 141 $37K
Wiser Advisor Group LLC 0.05% No change 139 $37K
Field & Main Bank 0.01% No change 138 $36K
GHP Investment Advisors, Inc. 0.00% No change 133 $35K
Vermillion & White Wealth Management Group, LLC 0.03% No change 130 $34K
Manufacturers Life Insurance Company, The 0.00% No change 102 $27K
Anchor Investment Management, LLC 0.00% No change 100 $26K
Sunbelt Securities, Inc. 0.00% No change 97 $26K
PFG Private Wealth Management, LLC 0.01% Reduce -65.0% 92 $24K
Capital Investment Counsel, Inc 0.00% No change 89 $23K
Pineridge Advisors LLC 0.01% Add +561.5% 86 $23K
GW&K Investment Management, LLC 0.00% No change 82 $22K
UMB Bank, n.a. 0.00% New 83 $22K
Robinswood Financial LLC 0.01% No change 81 $21K
Perritt Capital Management Inc 0.01% No change 81 $21K
West Financial Advisors, LLC 0.00% No change 78 $21K
AllSquare Wealth Management LLC 0.01% No change 77 $20K
Evolution Advisers, Inc. 0.01% No change 76 $20K
Broadwater Capital Management LLC 0.01% No change 75 $20K
Tidemark, LLC 0.01% Reduce -1.4% 70 $19K
Smartleaf Asset Management LLC 0.00% No change 70 $18K
Northwest Capital Management Inc 0.01% No change 69 $18K
Atlantic Private Wealth, LLC 0.01% No change 64 $17K
Parkside Financial Bank & Trust 0.00% No change 60 $16K
First Command Advisory Services, Inc. 0.00% New 60 $16K
Archer Investment Corp 0.00% Reduce -70.2% 59 $16K
IFP Advisors, Inc 0.00% Add +3.8% 55 $14K
Dunhill Financial, LLC 0.01% Add +1.9% 55 $14K
Tucker Asset Management LLC 0.00% Reduce -71.6% 52 $14K
GPS Wealth Strategies Group, LLC 0.00% Add +25.0% 45 $12K
Hanson & Doremus Investment Management 0.00% No change 43 $11K
Clean Yield Group 0.00% No change 40 $11K
Ascentis Independent Advisors 0.00% New 37 $10K
PFS Partners, LLC 0.01% Reduce -28.3% 33 $9K
SOA Wealth Advisors, LLC. 0.00% No change 31 $8K
Wolff Wiese Magana LLC 0.01% No change 30 $8K
Maryland Capital Advisors Inc. 0.00% No change 30 $8K
EPG Wealth Management LLC 0.00% Add +0.0% 28 $7K
Townsend Asset Management Corp. /NC/ 0.00% No change 24 $6K
TruNorth Capital Management, LLC 0.00% No change 24 $6K
Coston, McIsaac & Partners 0.00% No change 25 $6K
Operose Advisors LLC 0.00% No change 17 $4K
Creative Capital Management Investments LLC 0.00% No change 16 $4K
TCTC Holdings, LLC 0.00% No change 16 $4K
Macroview Investment Management LLC 0.00% No change 15 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 15 $4K
Bear Mountain Capital, Inc. 0.00% Reduce -52.4% 10 $3K
West Branch Capital LLC 0.00% New 9 $2K
Nvwm, LLC 0.00% No change 8 $2K
Lazard Asset Management LLC 0.00% New 10 $2K
Pathway Financial Advisers, LLC 0.00% Reduce -14.3% 6 $2K
Semmax Financial Advisors Inc. 0.00% No change 5 $1K
Hanseatic Management Services Inc. 0.00% Reduce -73.7% 5 $1K
Cape Investment Advisory, Inc. 0.00% No change 2 $527

"% 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.