Vngrd Mrgstr LRG-Cap ETF-UsdVVETF
13F holders, Q4 2024 (December 31)1,185holders +85
60new positions
42sold out
5famous investors
$269.69avg. 13F price*
At the end of Q4 2024, 1,185 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 85 from Q3 2024. 60 opened new positions and 42 sold out. The largest holders were Jones Financial Companies LLLP ($4.3B), Creative Planning ($3.4B) and National Mutual Insurance Federation of Agricultural Cooperatives ($1.8B). 5 famous investors held it, including Paul Tudor Jones (0.1% 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 (Q4 2024)
- CUSIP
- 922908637
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $116.8M |
| Exits | 42 | $56.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,714,639 shares bought and 2,644,987 shares sold, net −930,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,185 holders
| Jones Financial Companies LLLP | 4.08% | Reduce -8.5% | 15,917,052 | $4.3B |
| Creative Planning | 3.34% | Reduce -0.8% | 12,731,448 | $3.4B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 15.12% | No change | 6,543,317 | $1.8B |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 3,446,068 | $929.4M |
| Bank of America Corp. | 0.08% | Reduce -1.0% | 3,079,574 | $830.6M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +0.9% | 2,921,892 | $788.0M |
| Morgan Stanley | 0.05% | Add +1.3% | 2,749,268 | $741.5M |
| Northwestern Mutual Wealth Management Co. | 0.59% | Reduce -0.5% | 2,610,650 | $704.1M |
| UBS Group AG | 0.13% | Add +0.3% | 2,214,775 | $597.3M |
| PNC Financial Services Group, Inc. | 0.38% | Reduce -0.3% | 2,116,965 | $570.9M |
| FMR LLC | 0.03% | Reduce -1.0% | 1,606,786 | $433.4M |
| Johnson Financial Group, LLC | 45.84% | Add +0.1% | 1,451,374 | $391.4M |
| Wells Fargo & Company | 0.09% | Add +13.7% | 1,406,384 | $379.3M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -0.9% | 1,301,323 | $351.0M |
| Balentine LLC | 13.20% | Reduce -1.9% | 1,205,967 | $325.2M |
| Capital Asset Advisory Services LLC | 14.56% | Reduce -0.9% | 1,084,468 | $295.7M |
| Axxcess Wealth Management, LLC | 7.21% | Reduce -1.3% | 1,080,059 | $291.3M |
| Moneta Group Investment Advisors LLC | 3.92% | Reduce -0.1% | 1,038,570 | $280.1M |
| Tiaa Trust, National Association | 0.84% | Reduce -3.2% | 1,030,454 | $277.9M |
| Pathstone Holdings, LLC | 1.02% | Add +1.8% | 858,046 | $231.4M |
| Ameriprise Financial Inc. | 0.06% | Add +0.7% | 807,853 | $218.0M |
| Wealthfront Advisers LLC | 0.62% | Reduce -5.3% | 786,089 | $212.0M |
| LPL Financial LLC | 0.09% | Add +0.7% | 779,223 | $210.2M |
| Royal Bank of Canada | 0.04% | Add +0.1% | 765,702 | $206.5M |
| Wealthquest Corp | 15.77% | Add +0.7% | 718,516 | $193.8M |
| Raymond James Financial Inc. | 0.07% | — | 704,212 | $189.9M |
| JFG Wealth Management, LLC | 41.67% | Add +7.2% | 674,120 | $181.8M |
| Voya Financial Advisors, Inc. | 16.80% | Reduce -1.8% | 570,331 | $154.4M |
| Cresset Asset Management, LLC | 0.74% | Reduce -6.8% | 569,507 | $153.6M |
| James J. Burns & Company, LLC | 25.30% | Reduce -2.3% | 539,482 | $145.5M |
| Bleakley Financial Group, LLC | 4.20% | Reduce -13.6% | 517,526 | $139.6M |
| Coldstream Capital Management Inc. | 2.79% | Reduce -0.8% | 485,876 | $131.0M |
| Mariner, LLC | 0.21% | Add +1.3% | 466,542 | $125.8M |
| Wealthspire Advisors, LLC | 1.20% | Add +1.9% | 448,843 | $121.1M |
| Mason & Associates, LLC | 35.12% | Add +5.3% | 436,013 | $117.6M |
| GeoWealth Management, LLC | 3.82% | Add +1.0% | 433,305 | $116.9M |
| Garde Capital, Inc. | 7.68% | Reduce -0.0% | 431,571 | $116.4M |
| Millburn Ridgefield LLC | 2.91% | Add +5.1% | 431,425 | $116.4M |
| Catalyst Capital Advisors LLC | 2.48% | Add +5.1% | 431,425 | $116.4M |
| Signaturefd, LLC | 2.17% | Reduce -3.8% | 423,090 | $114.1M |
| Focus Partners Wealth | 0.28% | Reduce -0.8% | 404,971 | $109.2M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -0.6% | 402,007 | $108.4M |
| Ballentine Partners, LLC | 1.81% | Add +0.7% | 391,380 | $105.6M |
| Heartwood Wealth Advisors LLC | 11.79% | Add +0.9% | 388,309 | $104.7M |
| Baltimore-Washington Financial Advisors, Inc. | 5.36% | Add +0.9% | 381,800 | $103.0M |
| Cetera Investment Advisers | 0.20% | Reduce -3.9% | 347,165 | $93.6M |
| Osaic Holdings, Inc. | 0.21% | Add +5.5% | 340,047 | $91.7M |
| Pittenger & Anderson Inc. | 3.21% | Add +2.1% | 327,970 | $88.5M |
| Equitable Holdings, Inc. | 0.82% | Reduce -0.9% | 318,211 | $85.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +14.0% | 309,644 | $83.5M |
| Fifth Third Bancorp | 0.30% | Reduce -2.5% | 306,657 | $82.7M |
| MilWealth Group LLC | 21.71% | Reduce -3.1% | 294,983 | $79.6M |
| MML Investors Services, LLC | 0.27% | Add +0.0% | 294,760 | $79.5M |
| Agf Management Ltd. | 0.37% | Reduce -3.9% | 274,731 | $74.1M |
| Trust Point Inc. | 4.90% | Add +12.9% | 262,019 | $70.7M |
| Juncture Wealth Strategies, LLC | 25.77% | Reduce -1.2% | 256,421 | $69.2M |
| Transamerica Financial Advisors, LLC | 6.66% | Reduce -1.7% | 249,639 | $67.3M |
| Truepoint, Inc. | 1.79% | Reduce -1.4% | 247,898 | $66.9M |
| JPMorgan Chase & Co. | 0.01% | Add +32.9% | 240,273 | $64.8M |
| Parallel Advisors, LLC | 1.37% | Reduce -1.1% | 224,627 | $60.6M |
| Captrust Financial Advisors | 0.17% | Reduce -2.9% | 223,577 | $60.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +14.5% | 214,040 | $57.7M |
| Baker Avenue Asset Management, LP | 1.72% | Add +17.4% | 207,696 | $56.0M |
| Jaffetilchin Investment Partners, LLC | 3.91% | Add +0.6% | 200,203 | $54.0M |
| Addis & Hill, Inc | 38.59% | Add +9.6% | 193,572 | $52.2M |
| Sunflower Bank, N.A. | 14.02% | Add +6.2% | 187,055 | $50.4M |
| VSM Wealth Advisory, LLC | 16.26% | — | 169,029 | $45.6M |
| Ieq Capital, LLC | 0.44% | Add +55.7% | 168,279 | $45.4M |
| IMA Advisory Services, Inc. | 5.41% | New | 167,405 | $45.0M |
| JMG Financial Group, Ltd. | 1.50% | Reduce -1.2% | 162,670 | $43.9M |
| Badgley Phelps Wealth Managers, LLC | 1.02% | Add +1.6% | 162,553 | $43.8M |
| Plante Moran Financial Advisors, LLC | 3.60% | Reduce -3.3% | 160,758 | $43.4M |
| Acropolis Investment Management, LLC | 2.41% | Reduce -1.3% | 151,414 | $40.8M |
| Kathmere Capital Management, LLC | 3.67% | Add +1.0% | 151,313 | $40.8M |
| QRG Capital Management, Inc. | 0.41% | Add +1.0% | 146,251 | $39.4M |
| Haverford Trust Co | 0.39% | Add +7.6% | 145,407 | $39.2M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -3.9% | 143,200 | $38.6M |
| Hurlow Wealth Management Group, Inc. | 11.70% | Reduce -0.7% | 138,933 | $37.5M |
| McIlrath & Eck, LLC | 4.73% | Add +3.8% | 137,698 | $37.1M |
| Corient Private Wealth LP | 0.06% | Reduce -5.3% | 134,523 | $36.3M |
| Comerica Bank | 0.14% | Reduce -2.6% | 133,235 | $35.9M |
| Two Sigma Investments, LP | 0.08% | New | 130,200 | $35.1M |
| Obsidian Cio, LLC | 6.35% | Add +20.5% | 128,921 | $34.8M |
| Pure Financial Advisors, LLC | 0.77% | Add +0.6% | 125,759 | $33.9M |
| Cerity Partners LLC | 0.07% | Add +21.7% | 125,146 | $33.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.0% | 118,250 | $31.9M |
| Woodard & Co. Asset Management Group Inc. | 6.71% | Add +2.9% | 115,467 | $31.1M |
| Sage Financial Group Inc. | 2.42% | Reduce -0.5% | 111,573 | $30.1M |
| Latigo Investments, LLC | 14.95% | No change | 108,982 | $29.4M |
| Koesten, Hirschmann & Crabtree, INC. | 16.68% | Add +4.7% | 107,843 | $29.1M |
| Leavell Investment Management, Inc. | 1.42% | Reduce -0.1% | 107,312 | $28.9M |
| Oak Hill Wealth Advisors, LLC | 6.48% | — | 100,811 | $27.2M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -4.6% | 99,117 | $26.7M |
| Wade Financial Advisory, Inc | 9.01% | Reduce -0.2% | 98,672 | $26.6M |
| Bristlecone Advisors, LLC | 2.05% | Add +21.5% | 97,433 | $26.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 90,594 | $24.4M |
| TD Capital Management LLC | 2.46% | Add +0.7% | 89,611 | $24.2M |
| Franklin Resources Inc. | 0.01% | Add +0.2% | 89,496 | $24.1M |
| Moller Wealth Partners | 6.26% | Reduce -4.4% | 88,259 | $23.8M |
| &partners | 0.28% | Add +3.2% | 86,702 | $23.6M |
| James Reed Financial Services, Inc. | 24.04% | — | 85,443 | $23.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -15.1% | 85,295 | $23.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +3.2% | 84,881 | $22.9M |
| Kennicott Capital Management LLC | 11.60% | Reduce -2.1% | 83,703 | $22.6M |
| BlueSky Wealth Advisors, LLC | 3.52% | Add +3.1% | 83,539 | $22.5M |
| Atria Investments, Inc | 0.28% | Add +88.8% | 82,242 | $22.2M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +2.1% | 82,179 | $22.2M |
| Sculati Wealth Management, LLC | 8.15% | Add +2.4% | 76,147 | $20.5M |
| Verus Financial Partners, Inc. | 2.26% | Reduce -0.5% | 75,280 | $20.1M |
| Roble, Belko & Company, Inc | 3.19% | Add +1.2% | 74,317 | $20.0M |
| Pinnacle Associates Ltd. | 0.27% | Add +0.1% | 73,740 | $19.9M |
| Choreo, LLC | 0.28% | Reduce -22.3% | 72,783 | $19.6M |
| Strategic Equity Management | 8.24% | Add +25.6% | 72,522 | $19.6M |
| Beacon Capital Management, LLC | 2.50% | Reduce -12.6% | 71,161 | $19.2M |
| Truist Financial Corp. | 0.03% | Reduce -4.6% | 70,147 | $18.9M |
| AQR Capital Management | 0.02% | Add +271.4% | 69,538 | $18.8M |
| Arcadia Investment Advisors LLC | 10.12% | Reduce -3.1% | 68,866 | $18.6M |
| Wealth Architects, LLC | 2.07% | Reduce -3.1% | 67,973 | $18.3M |
| Texas Capital Bank Wealth Management Services Inc | 1.81% | Reduce -19.1% | 65,719 | $17.7M |
| Whittier Trust Co. of Nevada Inc. | 0.43% | Add +0.1% | 65,557 | $17.7M |
| Naples Global Advisors, LLC | 1.57% | Reduce -2.5% | 62,352 | $16.8M |
| First Hawaiian Bank | 0.54% | Reduce -2.4% | 61,879 | $16.7M |
| Financial Management Professionals, Inc. | 2.09% | Reduce -0.6% | 61,353 | $16.5M |
| SageView Advisory Group, LLC | 0.71% | Add +7.6% | 61,059 | $16.5M |
| Atmos Advisory, LLC | 11.39% | Add +2.4% | 60,815 | $16.4M |
| Mb, Levis & Associates, LLC | 8.17% | Add +0.4% | 60,508 | $16.3M |
| Trustmark Bank Trust Department | 1.21% | Add +23.4% | 60,338 | $16.3M |
| Farrell Financial LLC | 11.52% | Reduce -1.3% | 59,719 | $16.1M |
| CX Institutional | 0.63% | Reduce -14.4% | 59,182 | $16.0M |
| Miller Investment Management, LP | 1.75% | Reduce -0.3% | 59,139 | $15.9M |
| Alliancebernstein L.P. | 0.01% | Add +9.6% | 58,619 | $15.8M |
| NewEdge Wealth, LLC | 0.27% | Reduce -0.3% | 58,520 | $15.8M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -3.3% | 58,305 | $15.7M |
| Adams Wealth Management | 3.00% | Reduce -2.6% | 58,258 | $15.7M |
| CacheTech Inc. | 2.95% | Reduce -2.6% | 58,258 | $15.7M |
| Advocate Group LLC | 2.95% | Add +5.7% | 58,007 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +91.3% | 56,865 | $15.3M |
| Integris Wealth Management, LLC | 4.26% | Reduce -1.3% | 56,062 | $15.1M |
| Daner Wealth Management, LLC | 10.76% | — | 52,641 | $14.7M |
| Wheelhouse Advisory Group LLC | 8.68% | Add +2.1% | 54,241 | $14.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.40% | Reduce -0.5% | 54,183 | $14.6M |
| Chatham Capital Group, Inc. | 2.37% | Add +2.2% | 53,469 | $14.4M |
| Biltmore Family Office, LLC | 2.38% | Reduce -8.9% | 52,523 | $14.2M |
| Northern Capital Management, Inc. | 8.55% | Add +8.0% | 51,666 | $13.9M |
| Total Investment Management Inc. | 1.93% | Add +1.3% | 51,074 | $13.8M |
| Moneywise, Inc. | 6.88% | Add +24.6% | 50,908 | $13.7M |
| Horizons Wealth Management | 10.65% | Add +0.7% | 50,904 | $13.7M |
| Bank Hapoalim BM | 2.32% | No change | 50,800 | $13.7M |
| Alesco Advisors, LLC, An ESL Co | 0.43% | Reduce -1.2% | 50,570 | $13.6M |
| Baird Financial Group, Inc. | 0.03% | Add +4.8% | 49,689 | $13.4M |
| Tarbox Family Office, Inc. | 2.20% | Reduce -1.8% | 49,455 | $13.3M |
| Capital Advisors, Ltd. LLC | 1.68% | Add +0.4% | 49,387 | $13.3M |
| Madison Asset Management, LLC | 0.15% | Add +7.9% | 49,354 | $13.3M |
| Madison Investment Advisors, LLC | 0.15% | — | 49,354 | $13.3M |
| Investors Research Corp | 2.88% | Add +4.9% | 48,653 | $13.1M |
| D.A. Davidson & Co. | 0.11% | Add +4.5% | 48,327 | $13.0M |
| Northern Trust Corp. | 0.00% | Add +1.2% | 48,272 | $13.0M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 4.94% | Reduce -1.4% | 48,053 | $13.0M |
| Destination Wealth Management | 0.40% | Reduce -3.3% | 47,670 | $12.9M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +9.7% | 47,323 | $12.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.5% | 47,254 | $12.7M |
| Riverpoint Wealth Management Holdings, LLC | 3.28% | Add +0.1% | 46,611 | $12.6M |
| Blackston Financial Advisory Group, LLC | 6.23% | Add +0.6% | 46,365 | $12.5M |
| Headinvest, LLC | 2.36% | Reduce -0.1% | 46,339 | $12.5M |
| Prime Buchholz LLC | 4.04% | — | 45,917 | $12.4M |
| Leeward Financial Partners, LLC | 4.41% | Add +2.0% | 45,865 | $12.4M |
| Amtrust Financial Services, Inc. | 5.87% | No change | 45,800 | $12.4M |
| MAI Capital Management | 0.09% | Add +5.0% | 45,140 | $12.2M |
| SC&H Financial Advisors, Inc. | 2.50% | Reduce -3.1% | 44,839 | $12.1M |
| Keybank National Association | 0.05% | Add +0.5% | 44,694 | $12.1M |
| NewEdge Advisors, LLC | 0.07% | Add +8.9% | 44,285 | $11.9M |
| Fusion Family Wealth, LLC | 1.06% | Reduce -5.3% | 43,033 | $11.6M |
| Cornerstone Advisors Asset Management, LLC | 2.42% | Reduce -0.4% | 41,574 | $11.2M |
| St. Louis Trust Co | 1.59% | Reduce -0.3% | 41,196 | $11.1M |
| Ledyard National Bank | 1.04% | Reduce -2.0% | 40,878 | $11.0M |
| Natixis Advisors, LLC | 0.02% | Add +13.0% | 40,660 | $11.0M |
| Stonegate Investment Group, LLC | 0.29% | Add +1.1% | 40,444 | $10.9M |
| Patriot Investment Management Group, Inc. | 0.81% | Reduce -0.4% | 40,153 | $10.8M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +0.5% | 40,057 | $10.8M |
| Brighton Jones LLC | 0.31% | Add +119.3% | 40,037 | $10.8M |
| Brown Advisory Inc. | 0.01% | Add +1.8% | 39,702 | $10.7M |
| Venture Visionary Partners LLC | 0.45% | Add +0.7% | 39,048 | $10.5M |
| Cranbrook Wealth Management, LLC | 2.43% | Reduce -1.4% | 38,891 | $10.5M |
| Intergy Private Wealth, LLC | 3.89% | Add +2.2% | 38,694 | $10.4M |
| Exchange Traded Concepts, LLC | 0.21% | Reduce -8.5% | 38,439 | $10.4M |
| Gibson Capital, LLC | 2.11% | Reduce -2.9% | 38,220 | $10.3M |
| Founders Grove Wealth Partners, LLC | 2.97% | — | 38,054 | $10.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +15.6% | 37,664 | $10.2M |
| Continuum Advisory, LLC | 1.30% | Add +0.0% | 37,488 | $10.1M |
| Idaho Trust Co | 5.07% | Add +8.2% | 37,315 | $10.1M |
| BIP Wealth, LLC | 0.66% | Reduce -0.5% | 36,719 | $9.9M |
| US Bancorp \de | 0.01% | Add +15.3% | 36,308 | $9.8M |
| Nwam LLC | 0.59% | Reduce -3.7% | 35,359 | $9.5M |
| Proffitt & Goodson Inc. | 1.57% | Reduce -1.8% | 35,113 | $9.5M |
| Capital Planning LLC | 2.47% | Add +5.0% | 34,984 | $9.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.4% | 34,109 | $9.2M |
| Northeast Investment Management | 0.41% | Reduce -1.1% | 34,100 | $9.2M |
| Allworth Financial LP | 0.05% | Add +3.2% | 32,405 | $9.1M |
| Transcend Capital Advisors, LLC | 0.65% | Reduce -0.7% | 33,492 | $9.0M |
| Whittier Trust Co. | 0.12% | Reduce -0.5% | 33,460 | $9.0M |
| Betterment LLC | 0.02% | Reduce -7.7% | 32,902 | $8.9M |
| Citizens Financial Group Inc. | 0.17% | Add +0.5% | 31,750 | $8.6M |
| Gainplan LLC | 3.24% | Add +11.0% | 31,605 | $8.5M |
| Integrated Wealth Concepts LLC | 0.10% | Add +39.0% | 31,580 | $8.5M |
| HB Wealth Management, LLC | 0.09% | Add +3.1% | 31,090 | $8.4M |
| Novak & Powell Financial Services, Inc. | 4.96% | Add +1.7% | 29,470 | $8.3M |
| 1900 Wealth Management LLC | 0.70% | Reduce -0.2% | 30,847 | $8.3M |
| HBK Sorce Advisory LLC | 0.25% | Reduce -3.8% | 30,781 | $8.3M |
| JNBA Financial Advisors | 0.85% | Add +0.0% | 30,768 | $8.3M |
| Ameritas Advisory Services, LLC | 0.28% | Add +37.0% | 30,339 | $8.2M |
| CENTRAL TRUST Co | 0.20% | Reduce -2.2% | 30,267 | $8.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.98% | Add +0.6% | 28,959 | $8.1M |
| Simmons Bank | 0.59% | Reduce -3.0% | 29,931 | $8.1M |
| Carlson Capital Management | 0.35% | Reduce -3.9% | 29,893 | $8.1M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +1.6% | 29,544 | $8.0M |
| Mayport, LLC | 2.33% | Reduce -1.5% | 29,271 | $7.9M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -5.2% | 28,716 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +7.4% | 28,691 | $7.7M |
| Merriman Wealth Management, LLC | 0.32% | Reduce -4.6% | 28,520 | $7.7M |
| Merit Financial Group, LLC | 0.14% | Reduce -1.6% | 27,898 | $7.5M |
| Cary Street Partners Financial LLC | 0.24% | — | 51,160 | $7.5M |
| Apexium Financial, LP | 0.43% | Add +1.1% | 26,145 | $7.1M |
| Glenview Trust Co | 0.13% | Reduce -3.4% | 26,066 | $7.0M |
| Armbruster Capital Management, Inc. | 1.43% | Add +0.1% | 26,027 | $7.0M |
| Tortoise Investment Management, LLC | 0.74% | Reduce -2.5% | 25,842 | $7.0M |
| Texas Yale Capital Corp. | 0.28% | Add +0.0% | 25,744 | $6.9M |
| Soundwatch Capital LLC | 0.73% | Add +0.8% | 25,626 | $6.9M |
| Tudor Investment Corporation | 0.07% | Add +422.6% | 24,697 | $6.7M |
| World Investment Advisors | 0.18% | Reduce -5.3% | 24,594 | $6.6M |
| Clarius Group, LLC | 0.45% | Reduce -3.2% | 24,565 | $6.6M |
| Lion Street Advisors, LLC | 2.11% | Add +2.5% | 24,541 | $6.6M |
| Sage Financial Management Group, Inc. | 2.45% | Reduce -0.1% | 24,493 | $6.6M |
| Compound Planning, Inc. | 0.33% | Add +759.9% | 24,222 | $6.5M |
| Cascade Financial Partners, LLC | 0.84% | Reduce -1.2% | 23,964 | $6.5M |
| Smithfield Trust Co | 0.32% | Reduce -1.6% | 23,819 | $6.4M |
| Commerce Bank | 0.04% | Reduce -4.7% | 23,717 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -3.0% | 22,822 | $6.4M |
| Farther Finance Advisors, LLC | 0.23% | Reduce -3.4% | 23,560 | $6.4M |
| Bank of Montreal | 0.00% | Add +3.4% | 23,387 | $6.3M |
| N.E.W. Advisory Services LLC | 0.60% | Reduce -4.7% | 23,284 | $6.3M |
| Modera Wealth Management, LLC | 0.08% | Add +9.9% | 23,225 | $6.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.58% | Add +6.2% | 23,139 | $6.2M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +18.6% | 23,071 | $6.2M |
| Red Wave Investments LLC | 2.18% | Reduce -2.0% | 23,063 | $6.2M |
| Mather Group, Llc. | 0.08% | Add +3.4% | 23,011 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +0.5% | 23,004 | $6.2M |
| Sawgrass Asset Management LLC | 0.68% | Add +1.0% | 23,000 | $6.2M |
| Ironwood Financial, llc | 1.30% | Add +5.8% | 22,988 | $6.2M |
| Avior Wealth Management, LLC | 0.23% | Reduce -1.4% | 22,859 | $6.2M |
| Lodestar Private Asset Management LLC | 0.77% | Reduce -3.4% | 22,785 | $6.1M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +136.1% | 22,776 | $6.1M |
| Kendall Capital Management | 1.74% | Reduce -0.3% | 22,102 | $6.0M |
| Adero Partners, LLC | 0.38% | Reduce -1.2% | 21,909 | $5.9M |
| Dorsey & Whitney Trust CO LLC | 0.32% | No change | 21,363 | $5.8M |
| Marietta Wealth Management, LLC | 0.81% | Add +0.8% | 20,820 | $5.6M |
| Ifrah Financial Services, Inc. | 1.55% | Reduce -2.4% | 20,769 | $5.6M |
| Caitlin John, LLC | 3.67% | Reduce -4.8% | 20,061 | $5.4M |
| Black Diamond Financial, LLC | 0.80% | Add +0.0% | 19,725 | $5.3M |
| Intrust Bank NA | 0.54% | Reduce -8.5% | 19,661 | $5.3M |
| City Holding Co. | 0.75% | Add +13.9% | 19,627 | $5.3M |
| Oppenheimer & Co. Inc. | 0.08% | Add +13.1% | 19,566 | $5.3M |
| American Investment Services, Inc. | 0.93% | Add +1.7% | 19,498 | $5.3M |
| Gradient Capital Advisors, LLC | 1.69% | No change | 19,464 | $5.2M |
| Vontobel Holding Ltd. | 0.02% | Add +5.3% | 19,318 | $5.2M |
| OneAscent Financial Services LLC | 0.44% | New | 19,102 | $5.2M |
| Bawa N Mallick Trust | 2.19% | — | 18,500 | $5.0M |
| Patron Partners, LLC | 2.69% | Add +15.2% | 18,390 | $5.0M |
| Magnolia Capital Advisors LLC | 1.26% | New | 18,104 | $4.9M |
| Topel & Distasi Wealth Management, LLC | 2.08% | Add +0.1% | 17,980 | $4.8M |
| One Capital Management, LLC | 0.16% | Add +0.0% | 17,942 | $4.8M |
| Wedmont Private Capital | 0.25% | Add +2.2% | 17,919 | $4.8M |
| Ritholtz Wealth Management | 0.14% | Reduce -5.0% | 17,745 | $4.8M |
| Riverview Trust Co | 4.34% | No change | 17,649 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.41% | Reduce -0.7% | 17,593 | $4.7M |
| Infinity Wealth Counsel, LLC | 4.96% | — | 17,239 | $4.6M |
| Phillips Financial Management, LLC | 0.36% | Reduce -5.6% | 17,086 | $4.6M |
| FC Advisory LLC | 1.54% | Add +3.9% | 17,067 | $4.6M |
| Glenmede Trust Co. NA | 0.02% | Reduce -42.5% | 17,009 | $4.6M |
| IFG Advisory, LLC | 0.26% | Reduce -3.0% | 16,939 | $4.6M |
| Objective Capital Management, LLC | 3.05% | Add +1.0% | 16,902 | $4.6M |
| Tumwater Wealth Management, LLC | 2.34% | — | 16,570 | $4.5M |
| Citigroup Inc. | 0.00% | Add +4.1% | 16,526 | $4.5M |
| Councilor Wealth, LLC | 2.10% | Add +19.8% | 16,378 | $4.4M |
| BOK Financial Private Wealth, Inc. | 0.32% | New | 16,328 | $4.4M |
| Lido Advisors, LLC | 0.03% | Add +1.3% | 16,218 | $4.4M |
| BLB&B Advisors, LLC | 0.22% | Reduce -3.8% | 16,113 | $4.3M |
| Fiducient Advisors LLC | 0.54% | Reduce -3.7% | 16,112 | $4.3M |
| Pitcairn Co. | 0.26% | No change | 16,112 | $4.3M |
| WASHINGTON TRUST Co | 0.16% | Reduce -2.3% | 16,105 | $4.3M |
| Transcendent Capital Group LLC | 2.19% | Reduce -4.9% | 15,729 | $4.2M |
| Watershed Private Wealth LLC | 1.63% | Reduce -0.0% | 15,506 | $4.2M |
| Interactive Financial Advisors, Inc. | 2.19% | Reduce -10.0% | 15,467 | $4.2M |
| Evercore Wealth Management, LLC | 0.06% | Reduce -3.6% | 14,607 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -1.1% | 14,575 | $3.9M |
| Caprock Group, LLC | 0.13% | Add +0.2% | 14,290 | $3.9M |
| Warwick Investment Management, Inc. | 0.79% | Reduce -0.3% | 14,239 | $3.8M |
| Financial Connections Group, Inc. | 1.84% | No change | 14,166 | $3.8M |
| SWP Financial LLC | 2.30% | Reduce -1.4% | 14,129 | $3.8M |
| KMG Fiduciary Partners, LLC | 0.31% | Add +3.3% | 14,090 | $3.8M |
| Country Club Bank | 0.25% | No change | 14,024 | $3.8M |
| Dahring | Cusmano LLC | 3.43% | — | 14,037 | $3.8M |
| Fairway Wealth LLC | 1.70% | Reduce -11.6% | 14,007 | $3.8M |
| PCG Wealth Advisors, LLC | 1.37% | Add +0.7% | 13,708 | $3.7M |
| Abound Wealth Management | 1.18% | Add +0.3% | 13,649 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -7.2% | 13,568 | $3.7M |
| Wells Financial Advisors INC | 4.94% | Add +7.6% | 13,432 | $3.6M |
| Bragg Financial Advisors, Inc | 0.14% | Reduce -3.1% | 13,271 | $3.6M |
| Parsons Capital Management Inc. | 0.19% | Reduce -3.6% | 13,194 | $3.6M |
| Atticus Wealth Management, LLC | 1.10% | Reduce -4.2% | 13,080 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +39.7% | 13,062 | $3.5M |
| Evanson Asset Management, LLC | 0.24% | Reduce -2.2% | 13,022 | $3.5M |
| Medallion Wealth Advisors, LLC | 1.71% | — | 13,268 | $3.5M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -7.6% | 12,790 | $3.4M |
| Twin Focus Capital Partners, LLC | 0.51% | Add +1.5% | 12,760 | $3.4M |
| Financial Insights, Inc. | 1.33% | Reduce -1.2% | 12,727 | $3.4M |
| SouthState Bank Corp | 0.22% | Add +1.5% | 12,651 | $3.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +3.0% | 12,619 | $3.4M |
| Roundview Capital LLC | 0.24% | Add +1.8% | 12,597 | $3.4M |
| PrairieView Partners, LLC | 0.35% | Reduce -1.5% | 12,580 | $3.4M |
| PDS Planning, Inc | 0.30% | Add +2.4% | 12,548 | $3.4M |
| SigFig Wealth Management, LLC | 0.12% | Reduce -3.8% | 12,224 | $3.3M |
| Sheets Smith Wealth Management | 0.39% | Add +2.3% | 11,854 | $3.2M |
| Private Portfolio Partners LLC | 0.58% | Reduce -0.4% | 11,784 | $3.2M |
| ARK & TLK Investments, LLC | 1.10% | Reduce -0.4% | 11,781 | $3.2M |
| Lake Street Advisors Group, LLC | 0.14% | Add +0.4% | 11,570 | $3.1M |
| Glass Jacobson Investment Advisors llc | 1.02% | Add +5.3% | 11,567 | $3.1M |
| Human Investing LLC | 0.55% | Reduce -9.4% | 11,551 | $3.1M |
| Coppell Advisory Solutions LLC | 0.44% | Reduce -1.9% | 11,501 | $3.1M |
| Kohmann Bosshard Financial Services, LLC | 0.37% | Add +1.3% | 11,515 | $3.1M |
| Fortem Financial Group, LLC | 1.20% | Add +0.5% | 11,472 | $3.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.71% | Add +0.6% | 11,450 | $3.1M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.1% | 11,360 | $3.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +33.2% | 11,059 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.2% | 10,996 | $3.0M |
| Mathes Company, Inc. | 1.09% | Reduce -18.6% | 10,961 | $3.0M |
| Aspiriant, LLC | 0.11% | Add +0.1% | 10,823 | $2.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Add +1.2% | 10,751 | $2.9M |
| Savant Capital, LLC | 0.02% | Reduce -2.1% | 10,715 | $2.9M |
| Boston Family Office LLC | 0.20% | Add +0.2% | 10,711 | $2.9M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -0.9% | 10,522 | $2.8M |
| Advocacy Wealth Management, LLC | 0.22% | No change | 10,518 | $2.8M |
| Obermeyer Wealth Partners | 0.15% | No change | 10,504 | $2.8M |
| Pinnacle Financial Group, LLC / IL | 1.10% | Reduce -10.3% | 10,408 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 10,393 | $2.8M |
| Fortitude Advisory Group L.L.C. | 1.67% | Add +1.9% | 10,279 | $2.8M |
| Cardiff Park Advisors, LLC | 0.26% | Reduce -4.8% | 10,276 | $2.8M |
| Blankinship & Foster, LLC | 0.68% | Reduce -0.1% | 10,272 | $2.8M |
| McAdam, LLC | 0.15% | Reduce -30.4% | 10,254 | $2.8M |
| Sapient Capital LLC | 0.05% | New | 10,210 | $2.8M |
| SoundView Advisors Inc. | 1.13% | — | 10,167 | $2.7M |
| Bessemer Group Inc. | 0.00% | Reduce -39.4% | 10,135 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -3.1% | 9,965 | $2.7M |
| Alley Investment Management Company, LLC | 0.34% | No change | 9,909 | $2.7M |
| Strategic Financial Concepts, LLC | 0.51% | Reduce -0.1% | 9,868 | $2.7M |
| William Mack & Associates, Inc. | 2.75% | — | 9,738 | $2.6M |
| Financial Alternatives, Inc | 1.85% | No change | 9,723 | $2.6M |
| Royal Fund Management, LLC | 0.28% | Reduce -50.7% | 9,520 | $2.6M |
| Market Street Wealth Management Advisors LLC | 0.43% | Reduce -0.2% | 9,508 | $2.6M |
| Global Retirement Partners, LLC | 0.07% | Reduce -9.6% | 9,502 | $2.6M |
| Renaissance Technologies | 0.00% | Add +156.8% | 9,500 | $2.6M |
| Legacy Advisors, LLC | 0.25% | No change | 9,433 | $2.5M |
| Wiser Wealth Management, Inc | 0.71% | Reduce -0.0% | 9,398 | $2.5M |
| SPC Financial, Inc. | 0.22% | Reduce -87.8% | 9,359 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | No change | 9,321 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 9,033 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -1.9% | 9,102 | $2.5M |
| Daymark Wealth Partners, LLC | 0.10% | Add +2.3% | 8,970 | $2.4M |
| PCA Investment Advisory Services Inc. | 1.11% | Reduce -21.4% | 8,911 | $2.4M |
| Partners in Financial Planning | 0.49% | Add +0.3% | 8,850 | $2.4M |
| YHB Investment Advisors, Inc. | 0.20% | Reduce -0.2% | 8,830 | $2.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +2757.6% | 8,830 | $2.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 0.64% | No change | 8,770 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +0.3% | 8,725 | $2.4M |
| Dentgroup LLC | 1.78% | Reduce -0.0% | 8,643 | $2.3M |
| L.K. Benson & Company, P.C. | 1.64% | — | 8,636 | $2.3M |
| M&T Bank Corp | 0.01% | No change | 8,590 | $2.3M |
| Nicolet Bankshares Inc. | 0.45% | Reduce -1.1% | 8,556 | $2.3M |
| Bluestem Financial Advisors, LLC | 1.08% | Reduce -0.8% | 8,508 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -2.5% | 8,451 | $2.3M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -17.7% | 8,314 | $2.2M |
| Pallas Capital Advisors LLC | 0.10% | Add +3.3% | 8,259 | $2.2M |
| Quantinno Capital Management LP | 0.02% | Add +12.3% | 8,205 | $2.2M |
| Stone Summit Wealth LLC | 0.74% | No change | 8,195 | $2.2M |
| Howard Wealth Management, LLC | 1.19% | Add +3.0% | 8,132 | $2.2M |
| Founders Financial Securities LLC | 0.20% | Add +3.2% | 8,063 | $2.2M |
| Sand Hill Global Advisors, LLC | 0.09% | Reduce -0.9% | 7,938 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.6% | 7,872 | $2.1M |
| General Partner, Inc. | 1.27% | Reduce -8.7% | 7,838 | $2.1M |
| Clayton Financial Group LLC | 0.76% | Reduce -2.8% | 7,775 | $2.1M |
| Summit Financial, LLC | 0.07% | Add +3.8% | 7,743 | $2.1M |
| Boston Trust Walden Corp | 0.01% | No change | 7,645 | $2.1M |
| Ellenbecker Investment Group | 0.37% | Reduce -3.1% | 7,601 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.0% | 7,580 | $2.0M |
| RTD Financial Advisors, Inc. | 0.26% | Add +67.2% | 7,550 | $2.0M |
| IHT Wealth Management, LLC | 0.06% | Add +6.2% | 7,450 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -5.7% | 7,420 | $2.0M |
| Oxford Financial Group, LTD. LLC | 0.13% | Reduce -12.5% | 7,352 | $2.0M |
| Gill Capital Partners, LLC | 0.70% | Reduce -0.2% | 7,260 | $2.0M |
| Sequent Asset Management, LLC | 0.95% | No change | 7,127 | $1.9M |
| Great Point Wealth Advisors, LLC | 0.42% | Reduce -3.7% | 7,110 | $1.9M |
| AMG National Trust Bank | 0.05% | Reduce -4.4% | 7,078 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +48.9% | 6,988 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +5.9% | 6,913 | $1.9M |
| Principal Securities, Inc. | 0.04% | Reduce -0.5% | 6,873 | $1.9M |
| Uptick Partners, LLC | 0.67% | Reduce -4.3% | 6,872 | $1.9M |
| Joel Isaacson & Co., LLC | 0.08% | Add +687.9% | 6,815 | $1.8M |
| S.A. Mason LLC | 0.96% | Reduce -4.3% | 6,765 | $1.8M |
| Measured Wealth Private Client Group, LLC | 0.59% | Reduce -5.3% | 6,723 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -4.7% | 6,722 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.5% | 6,588 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.5% | 6,588 | $1.8M |
| Scott & Selber, Inc. | 0.53% | Add +0.5% | 6,545 | $1.8M |
| Empower Advisory Group, LLC | 0.01% | Reduce -1.8% | 6,511 | $1.8M |
| Life Planning Partners, Inc | 1.62% | No change | 6,482 | $1.7M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.7% | 6,449 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.12% | No change | 6,443 | $1.7M |
| Claro Advisors Inc. | 0.23% | Reduce -9.9% | 6,437 | $1.7M |
| Astra Wealth Partners LLC | 1.63% | — | 6,421 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.5% | 6,364 | $1.7M |
| Manuka Financial, LLC | 1.17% | — | 6,403 | $1.7M |
| Forum Financial Management, LP | 0.03% | Reduce -1.7% | 6,291 | $1.7M |
| Arete Wealth Advisors, LLC | 0.12% | Add +30.4% | 6,278 | $1.7M |
| Legacy Private Trust Co. | 0.11% | Reduce -4.4% | 6,274 | $1.7M |
| Davidson Trust Co. | 0.87% | No change | 6,256 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -37.8% | 6,251 | $1.7M |
| Bearing Point Capital, LLC | 0.35% | — | 6,230 | $1.7M |
| Plancorp, LLC | 0.07% | Add +9.2% | 6,204 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +95.6% | 6,106 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.30% | Add +5.9% | 6,070 | $1.6M |
| First Merchants Corp. | 0.06% | Reduce -0.3% | 6,053 | $1.6M |
| EnRich Financial Partners LLC | 0.54% | Reduce -3.1% | 6,047 | $1.6M |
| Round Rock Advisors LLC | 0.33% | Add +0.0% | 6,037 | $1.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | Reduce -4.8% | 6,025 | $1.6M |
| Glassman Wealth Services | 0.27% | Reduce -0.9% | 5,981 | $1.6M |
| Berger Financial Group, Inc | 0.11% | No change | 5,952 | $1.6M |
| Quadcap Wealth Management, LLC | 0.24% | Add +10.2% | 5,945 | $1.6M |
| Mustard Seed Financial, LLC | 1.30% | Reduce -0.2% | 5,927 | $1.6M |
| Cypress Wealth Services, LLC | 0.32% | No change | 5,924 | $1.6M |
| Mystic Asset Management, Inc. | 0.43% | Add +0.9% | 5,910 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +223.7% | 5,894 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -3.6% | 5,859 | $1.6M |
| Grandfield & Dodd, LLC | 0.10% | Reduce -2.9% | 5,815 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -8.4% | 5,815 | $1.6M |
| Tsfg, LLC | 0.32% | Add +0.2% | 5,789 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Add +16.4% | 5,786 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -4.9% | 5,776 | $1.6M |
| Versant Capital Management, Inc | 0.34% | Add +0.0% | 5,773 | $1.6M |
| Brown, Lisle/Cummings, Inc. | 0.46% | No change | 5,755 | $1.6M |
| Lifeworks Advisors, LLC | 0.28% | Add +10.1% | 5,752 | $1.6M |
| Thomasville National Bank | 0.11% | No change | 5,751 | $1.6M |
| Center for Financial Planning, Inc. | 0.21% | Add +0.1% | 5,738 | $1.5M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +4.9% | 5,727 | $1.5M |
| Private Management Group Inc. | 0.06% | Reduce -10.9% | 5,721 | $1.5M |
| Alerus Financial NA | 0.12% | No change | 5,705 | $1.5M |
| Dakota Wealth Management | 0.03% | New | 5,597 | $1.5M |
| Capital Management Associates, Inc | 0.56% | No change | 5,581 | $1.5M |
| Sheaff Brock Investment Advisors, LLC | 0.13% | Add +9.9% | 5,575 | $1.5M |
| Fairman Group, LLC | 1.23% | Reduce -2.5% | 5,543 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +55.5% | 5,531 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.5% | 5,528 | $1.5M |
| Olistico Wealth, LLC | 0.86% | Add +0.1% | 5,476 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -13.7% | 5,444 | $1.5M |
| Vista Capital Partners, Inc. | 0.17% | Reduce -6.2% | 5,426 | $1.5M |
| Berkshire Money Management, Inc. | 0.16% | New | 5,414 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | Add +0.1% | 5,404 | $1.5M |
| Rebalance, LLC | 0.11% | No change | 5,400 | $1.5M |
| Southland Equity Partners LLC | 0.34% | Reduce -4.8% | 5,396 | $1.5M |
| Seamount Financial Group Inc. | 1.00% | Reduce -1.1% | 5,393 | $1.5M |
| Investment Counsel Co. of Nevada | 3.68% | — | 5,373 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.3% | 5,326 | $1.4M |
| Brooklyn FI, LLC | 0.48% | Add +155.0% | 5,363 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -6.4% | 5,336 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.3% | 5,315 | $1.4M |
| Leo Wealth, LLC | 0.13% | Add +0.2% | 5,263 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +0.6% | 5,260 | $1.4M |
| First Trust Advisors LP | 0.00% | New | 5,249 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.15% | Reduce -0.9% | 5,243 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +67.0% | 5,223 | $1.4M |
| Trust Co. of Vermont | 0.07% | No change | 5,188 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -2.1% | 5,155 | $1.4M |
| Eagle Strategies LLC | 0.24% | Add +2.4% | 5,146 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -5.4% | 5,126 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Add +0.4% | 5,096 | $1.4M |
| Select Asset Management & Trust | 0.53% | Reduce -0.2% | 5,081 | $1.4M |
| Annex Advisory Services, LLC | 0.04% | No change | 5,079 | $1.4M |
| HTLF Bank | 0.15% | No change | 5,066 | $1.4M |
| Prosperity Consulting Group, LLC | 0.10% | Add +7.7% | 5,032 | $1.4M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -0.3% | 5,019 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | No change | 4,994 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +5.8% | 4,983 | $1.3M |
| BWM Planning, LLC | 0.58% | No change | 4,960 | $1.3M |
| Mgo One Seven LLC | 0.05% | Add +0.6% | 4,952 | $1.3M |
| Michael A. Dubis Financial Planning, LLC | 1.29% | — | 4,946 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -9.8% | 4,908 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.8% | 4,890 | $1.3M |
| Pathway Financial Advisors LLC | 0.30% | No change | 4,891 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Add +2.9% | 4,883 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -2.1% | 4,883 | $1.3M |
| Battery Global Advisors, LLC | 0.70% | No change | 4,879 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.0% | 4,847 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.13% | Add +0.3% | 4,806 | $1.3M |
| Lodestone Wealth Management LLC | 0.65% | Add +0.6% | 4,777 | $1.3M |
| Equita Financial Network, Inc. | 0.46% | Reduce -5.4% | 4,764 | $1.3M |
| Silverlake Wealth Management LLC | 0.50% | No change | 4,748 | $1.3M |
| Greenleaf Trust | 0.01% | Reduce -1.1% | 4,716 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -15.5% | 4,712 | $1.3M |
| Luminist Capital LLC | 2.22% | — | 4,698 | $1.3M |
| Destiny Wealth Partners, LLC | 0.21% | No change | 4,689 | $1.3M |
| Wealthstream Advisors, Inc. | 0.23% | Add +0.6% | 4,599 | $1.2M |
| Tranquility Partners, LLC | 0.47% | Reduce -2.8% | 4,595 | $1.2M |
| TABR Capital Management, LLC | 1.08% | — | 4,572 | $1.2M |
| CWA Asset Management Group, LLC | 0.06% | No change | 4,560 | $1.2M |
| First Community Trust NA | 0.88% | Reduce -0.2% | 4,556 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -21.4% | 4,541 | $1.2M |
| GenTrust, LLC | 0.05% | No change | 4,532 | $1.2M |
| Ted Buchan & Co | 0.57% | Add +0.0% | 4,513 | $1.2M |
| WealthCollab, LLC | 0.78% | No change | 4,508 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -5.3% | 4,472 | $1.2M |
| Next Capital Management LLC | 0.50% | Add +1.0% | 4,472 | $1.2M |
| Hershey Financial Advisers, LLC | 1.06% | — | 4,471 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | No change | 4,453 | $1.2M |
| Crescent Grove Advisors, LLC | 0.12% | Add +21.1% | 4,443 | $1.2M |
| MontVue Capital Management, Inc. | 0.91% | No change | 4,407 | $1.2M |
| Appleton Partners Inc. | 0.09% | No change | 4,317 | $1.2M |
| Rodgers & Associates, LTD | 0.14% | No change | 4,300 | $1.2M |
| Net Worth Advisory Group | 0.35% | Add +0.6% | 4,295 | $1.2M |
| Bokf, NA | 0.02% | No change | 4,328 | $1.2M |
| Silver Oak Advisory Group, Inc. | 0.61% | No change | 4,283 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Reduce -0.6% | 4,265 | $1.2M |
| WealthTrust Asset Management, LLC | 0.82% | Reduce -10.7% | 4,235 | $1.1M |
| Gries Financial LLC | 0.20% | No change | 4,229 | $1.1M |
| Nicholas Hoffman & Company, LLC. | 0.05% | No change | 4,207 | $1.1M |
| Fortis Capital Management LLC | 0.21% | Reduce -1.8% | 4,153 | $1.1M |
| Lee Danner & Bass Inc. | 0.09% | Reduce -1.2% | 4,149 | $1.1M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -0.8% | 4,129 | $1.1M |
| Pacific Financial Group Inc. | 0.83% | No change | 4,126 | $1.1M |
| Acorn Financial Advisory Services Inc. | 0.18% | Reduce -8.2% | 4,062 | $1.1M |
| Factor Wealth Management LTD | 0.36% | — | 4,055 | $1.1M |
| David J Yvars Group | 0.66% | Reduce -0.0% | 4,010 | $1.1M |
| Capital Analysts, LLC | 0.04% | Reduce -2.5% | 3,998 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -67.6% | 3,973 | $1.1M |
| Athena Investment Management | 0.62% | Add +22.5% | 3,970 | $1.1M |
| American Money Management, LLC | 0.21% | Add +0.2% | 3,957 | $1.1M |
| Abacus Planning Group, Inc. | 0.18% | No change | 3,884 | $1.0M |
| Marquette Associates, Inc. | 0.87% | Add +79.4% | 3,867 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -2.8% | 3,859 | $1.0M |
| Slow Capital, Inc. | 0.14% | Add +0.7% | 3,797 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Add +8.4% | 3,795 | $1.0M |
| Choate Investment Advisors | 0.02% | No change | 3,783 | $1.0M |
| Consolidated Portfolio Review Corp | 0.16% | Reduce -1.7% | 3,774 | $1.0M |
| Golden Bell Financial Planning LLC | 1.02% | — | 3,767 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Add +37490.0% | 3,759 | $1.0M |
| Berkeley Capital Partners, LLC | 0.28% | Reduce -1.4% | 3,751 | $1.0M |
| Maridea Wealth Management LLC | 0.33% | — | 3,749 | $1.0M |
| GSG Advisors LLC | 0.32% | No change | 3,744 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -2.7% | 3,729 | $1.0M |
| Grandview Asset Management LLC | 0.37% | New | 3,715 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | Add +47.1% | 3,698 | $997K |
| High Net Worth Advisory Group LLC | 0.28% | Reduce -1.6% | 3,692 | $996K |
| Pachira Investments Inc. | 0.61% | Reduce -1.5% | 3,671 | $994K |
| Aspen Wealth Management LLC | 0.29% | Reduce -25.2% | 3,679 | $992K |
| Spire Wealth Management | 0.03% | Add +194.3% | 3,673 | $991K |
| Liberty Square Wealth Partners LLC | 0.36% | — | 3,516 | $990K |
| FF Advisors,LLC | 0.68% | Add +10.5% | 3,547 | $988K |
| Perigon Wealth Management, LLC | 0.02% | No change | 3,595 | $980K |
| Sloy Dahl & Holst, LLC | 0.12% | Add +15.0% | 3,633 | $980K |
| Mission Wealth Management, LP | 0.02% | Add +2.6% | 3,622 | $977K |
| GEN Financial Management, INC. | 0.63% | — | 3,597 | $970K |
| Lutz Financial Services LLC | 0.08% | Reduce -5.3% | 3,591 | $968K |
| Liberty Wealth Management LLC | 0.16% | Add +0.4% | 3,584 | $967K |
| Core Wealth Advisors, Inc. | 0.32% | Reduce -5.3% | 3,580 | $966K |
| Evergreen Capital Management LLC | 0.03% | Reduce -3.6% | 3,568 | $962K |
| Valley Forge Investment Consultants Inc. Adv | 0.33% | Add +0.6% | 3,564 | $961K |
| Bell Investment Advisors, Inc | 0.18% | Add +0.3% | 3,556 | $959K |
| Trivium Point Advisory, LLC | 0.12% | Add +0.0% | 3,548 | $957K |
| FSM Wealth Advisors, LLC | 0.23% | Add +164.2% | 3,503 | $955K |
| Mitchell McLeod Pugh & Williams Inc. | 0.20% | Add +0.1% | 3,530 | $952K |
| Marshall Financial Group, LLC | 0.23% | Reduce -1.4% | 3,517 | $948K |
| Plum Street Advisors, LLC | 0.47% | No change | 3,510 | $947K |
| Interchange Capital Partners, LLC | 0.34% | Reduce -1.0% | 3,506 | $946K |
| TFC Financial Management, Inc. | 0.15% | Add +0.5% | 3,501 | $944K |
| Kirtland Hills Capital Management, LLC | 0.60% | No change | 3,489 | $941K |
| Journey Beyond Wealth, LLC | 0.88% | — | 3,479 | $938K |
| Kwmg, LLC | 0.10% | No change | 3,477 | $938K |
| Morton Capital Management LLC | 0.18% | No change | 3,445 | $929K |
| Oakworth Capital, Inc. | 0.06% | No change | 3,435 | $926K |
| Synergy Financial Group, LTD | 0.76% | Add +14.4% | 3,387 | $913K |
| AE Wealth Management LLC | 0.01% | Reduce -70.7% | 3,383 | $912K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.6% | 3,376 | $911K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.6% | 3,374 | $910K |
| Savvy Advisors, Inc. | 0.11% | Add +111.9% | 3,354 | $905K |
| Johnson Investment Counsel Inc. | 0.01% | Add +29.4% | 3,294 | $888K |
| Compass Ion Advisors, LLC | 0.11% | Reduce -1.1% | 3,293 | $888K |
| Red Door Wealth Management, LLC | 0.14% | Add +3.6% | 3,275 | $883K |
| Pennington Partners & Co., LLC | 0.44% | — | 3,260 | $879K |
| SVB Wealth LLC | 0.02% | New | 3,255 | $878K |
| BSW Wealth Partners | 0.13% | No change | 3,250 | $877K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -1.5% | 3,239 | $874K |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -8.8% | 3,238 | $873K |
| Essex Financial Services, Inc. | 0.06% | Add +4.0% | 3,234 | $872K |
| Apollon Wealth Management, LLC | 0.02% | Add +23.3% | 3,228 | $871K |
| Larson Financial Group LLC | 0.04% | No change | 3,212 | $866K |
| Sendero Wealth Management, LLC | 0.13% | New | 3,185 | $859K |
| Valeo Financial Advisors, LLC | 0.02% | Add +19.2% | 3,168 | $854K |
| LongView Wealth Management | 0.26% | Reduce -4.9% | 3,164 | $853K |
| Atwater Malick LLC | 0.29% | No change | 3,155 | $851K |
| Primoris Wealth Advisors, LLC | 0.65% | No change | 3,153 | $850K |
| Farmers National Bank | 0.24% | — | 3,114 | $840K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,110 | $839K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.1% | 3,108 | $838K |
| Zhang Financial LLC | 0.05% | No change | 3,087 | $833K |
| Synovus Financial Corp. | 0.01% | Reduce -35.2% | 3,086 | $833K |
| Madison Wealth Partners, Inc | 0.23% | No change | 3,082 | $831K |
| Breakwater Investment Management | 0.35% | Add +0.0% | 3,078 | $830K |
| Stratos Investment Management, LLC | 0.05% | Add +0.1% | 3,069 | $828K |
| GQG Partners LLC | 0.00% | New | 3,062 | $826K |
| Stevens Capital Partners | 0.37% | Add +114.6% | 3,056 | $824K |
| Independent Advisor Alliance | 0.01% | New | 3,017 | $814K |
| Jacobi Capital Management LLC | 0.06% | New | 3,009 | $812K |
| Crescent Sterling, Ltd. | 0.83% | Reduce -14.3% | 3,000 | $809K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +102.8% | 2,993 | $807K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -9.1% | 2,987 | $806K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -3.0% | 2,970 | $801K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -82.8% | 2,950 | $796K |
| Bank Ozk | 0.33% | Reduce -5.0% | 2,947 | $795K |
| Cozad Asset Management Inc. | 0.07% | Reduce -11.7% | 2,936 | $792K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -26.7% | 2,934 | $791K |
| Bailard, Inc. | 0.02% | No change | 2,928 | $790K |
| Fee-Only Financial Planning, L.C. | 0.51% | Reduce -5.8% | 2,927 | $789K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 2,914 | $786K |
| Cabana LLC | 3.87% | Add +3.6% | 2,901 | $782K |
| Salomon & Ludwin, LLC | 0.08% | Reduce -5.0% | 2,890 | $779K |
| SMI Advisory Services, LLC | 0.18% | Reduce -28.3% | 2,904 | $777K |
| DBK Financial Counsel, LLC | 0.78% | Reduce -1.0% | 2,878 | $776K |
| Westwood Holdings Group Inc. | 0.01% | No change | 2,870 | $774K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.3% | 2,844 | $767K |
| Norden Group LLC | 0.09% | Reduce -1.1% | 2,844 | $767K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.8% | 2,837 | $765K |
| United Asset Strategies, Inc. | 0.07% | Reduce -7.3% | 2,820 | $761K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.3% | 2,809 | $758K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -31.2% | 2,801 | $756K |
| Values Added Financial LLC | 0.44% | No change | 2,801 | $755K |
| RCS Financial Planning, LLC | 0.40% | Reduce -7.6% | 2,781 | $750K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 2,760 | $744K |
| Integrated Advisors Network LLC | 0.04% | Add +0.0% | 2,755 | $743K |
| Meridian Wealth Advisors, LLC | 0.12% | No change | 2,750 | $742K |
| Petix & Botte Co | 0.20% | No change | 2,750 | $742K |
| Coastline Trust Co | 0.09% | Reduce -0.0% | 2,749 | $741K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.2% | 2,742 | $739K |
| CGC Financial Services, LLC | 0.29% | Reduce -12.1% | 2,731 | $737K |
| MBA Advisors LLC | 0.37% | Add +2.7% | 2,719 | $733K |
| Breakwater Capital Group | 0.15% | No change | 2,706 | $730K |
| Rockwood Wealth Management, LLC | 0.08% | Reduce -3.5% | 2,690 | $728K |
| Waverly Advisors, LLC | 0.01% | Reduce -12.2% | 2,666 | $719K |
| Anderson Hoagland & Co. | 0.07% | Reduce -4.6% | 2,584 | $712K |
| Goldstein Advisors, LLC | 0.10% | No change | 2,628 | $709K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.7% | 2,625 | $708K |
| CGN Advisors LLC | 0.07% | Add +2.0% | 2,610 | $704K |
| Brookstone Capital Management | 0.01% | Reduce -0.5% | 2,609 | $704K |
| Tradewinds, LLC. | 0.20% | Reduce -0.2% | 2,519 | $702K |
| LPWM LLC | 0.22% | No change | 2,578 | $695K |
| Burling Wealth Partners, LLC | 0.14% | — | 2,576 | $695K |
| Hoge Financial Services, LLC | 0.51% | Add +0.6% | 2,564 | $692K |
| Embree Financial Group | 0.12% | No change | 2,550 | $688K |
| Hardy Reed LLC | 0.06% | Reduce -4.7% | 2,538 | $684K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 2,522 | $680K |
| Steigerwald, Gordon & Koch Inc. | 0.08% | No change | 2,486 | $671K |
| Bay Capital Advisors, LLC | 0.54% | — | 2,478 | $668K |
| Novare Capital Management LLC | 0.06% | Reduce -3.0% | 2,468 | $666K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +110.7% | 2,463 | $664K |
| Everpar Advisors LLC | 0.33% | No change | 2,450 | $661K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +0.5% | 2,416 | $659K |
| Park Capital Management, LLC / WI | 0.79% | — | 2,439 | $658K |
| Grant/GrossMendelsohn, LLC | 0.34% | Add +11.2% | 2,426 | $654K |
| Traphagen Investment Advisors LLC | 0.07% | No change | 2,422 | $653K |
| Clarity Capital Advisors, LLC | 0.44% | Add +0.6% | 2,419 | $652K |
| McDonough Capital Management, Inc | 0.40% | No change | 2,418 | $652K |
| Old National Bancorp | 0.02% | Reduce -33.8% | 2,410 | $650K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -2.1% | 2,339 | $650K |
| Keystone Wealth Services, LLC | 0.17% | Reduce -1.1% | 2,405 | $649K |
| C M Bidwell & Associates Ltd. | 0.39% | Reduce -4.0% | 2,404 | $648K |
| Cathy Pareto & Associates, Inc. | 0.59% | — | 2,396 | $646K |
| Lindbrook Capital, LLC | 0.06% | No change | 2,396 | $646K |
| Define Financial, LLC | 0.48% | — | 2,374 | $640K |
| Pine Harbor Wealth Management, LLC | 0.26% | No change | 2,368 | $639K |
| ETF Store, Inc. | 0.79% | Add +0.6% | 2,368 | $639K |
| Stephens Inc. | 0.01% | Add +12.6% | 2,366 | $638K |
| Safeguard Financial, LLC | 0.14% | No change | 2,357 | $636K |
| Transce3nd, LLC | 0.22% | — | 2,357 | $636K |
| Fiduciary Advisors, Inc. | 0.64% | — | 2,355 | $635K |
| Quartz Partners, LLC | 0.39% | No change | 2,353 | $635K |
| Sovran Advisors, LLC | 0.09% | — | 2,363 | $634K |
| United Bank | 0.08% | No change | 2,347 | $633K |
| Evoke Wealth, LLC | 0.02% | Add +202.2% | 2,345 | $632K |
| Braun-Bostich & Associates Inc. | 0.46% | No change | 2,343 | $632K |
| Beacon Financial Strategies CORP | 0.42% | No change | 2,327 | $628K |
| Sage Mountain Advisors LLC | 0.05% | Add +0.1% | 2,321 | $626K |
| Keystone Financial Group | 0.06% | Reduce -3.3% | 2,320 | $626K |
| Mutual Advisors, LLC | 0.02% | Reduce -3.4% | 2,287 | $624K |
| City State Bank | 0.22% | Add +2.0% | 2,305 | $622K |
| Awm Capital, LLC | 0.08% | Reduce -16.9% | 2,296 | $619K |
| Blue Oak Capital, LLC | 0.38% | — | 2,293 | $618K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +5.4% | 2,293 | $618K |
| Boston Financial Mangement LLC | 0.02% | No change | 2,292 | $618K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -6.6% | 2,268 | $612K |
| Winthrop Advisory Group LLC | 0.07% | Reduce -4.0% | 2,255 | $608K |
| Ariadne Wealth Management, LP | 0.28% | No change | 2,158 | $603K |
| Trust Co | 0.07% | No change | 2,214 | $597K |
| Portland Financial Advisors Inc | 1.60% | — | 2,206 | $595K |
| Sandy Spring Bank | 0.02% | Reduce -0.5% | 2,195 | $592K |
| Pettyjohn, Wood & White, Inc. | 0.11% | Add +0.2% | 2,190 | $591K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +81.0% | 2,190 | $591K |
| HM Payson & Co. | 0.01% | No change | 2,186 | $590K |
| Becker Capital Management Inc. | 0.02% | No change | 2,183 | $589K |
| Redwood Financial Network Corp | 0.43% | No change | 2,151 | $580K |
| Bernardo Wealth Planning LLC | 0.14% | No change | 2,160 | $578K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.9% | 2,130 | $574K |
| NorthRock Partners, LLC | 0.02% | Add +6.8% | 2,125 | $573K |
| Efficient Advisors, LLC | 0.04% | Reduce -6.3% | 2,123 | $573K |
| PFG Investments, LLC | 0.04% | Reduce -10.2% | 2,123 | $572K |
| Darden Wealth Group Inc | 0.39% | No change | 2,121 | $572K |
| Valley National Advisers Inc. | 0.10% | Reduce -3.3% | 2,120 | $571K |
| Houlihan Financial Resource Group, Ltd. | 0.24% | No change | 2,094 | $565K |
| Fairhaven Wealth Management, LLC | 0.18% | Reduce -0.7% | 2,087 | $563K |
| Unionview, LLC | 0.41% | Reduce -0.2% | 2,081 | $561K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.1% | 2,053 | $554K |
| Advantage Trust Co | 0.32% | Reduce -1.6% | 2,048 | $552K |
| Rezny Wealth Management, Inc. | 0.13% | Reduce -14.7% | 2,035 | $549K |
| Diversify Wealth Management, LLC | 0.04% | Add +3.3% | 2,052 | $549K |
| Good Life Advisors, LLC | 0.04% | Add +40.8% | 2,033 | $548K |
| Legacy Edge Advisors, LLC | 0.09% | No change | 2,018 | $546K |
| Retirement Capital Strategies | 0.21% | Reduce -6.2% | 2,019 | $545K |
| KCM Investment Advisors LLC | 0.02% | No change | 2,019 | $545K |
| TruWealth Advisors, LLC | 0.03% | Add +0.1% | 2,012 | $543K |
| Orser Capital Management, LLC | 0.37% | No change | 2,010 | $542K |
| Avalon Trust Co | 0.04% | Reduce -60.2% | 2,000 | $539K |
| Courage Miller Partners, LLC | 0.18% | No change | 1,998 | $539K |
| Glen Eagle Advisors, LLC | 0.09% | No change | 1,989 | $536K |
| Greenspring Advisors, LLC | 0.12% | Reduce -1.7% | 1,984 | $535K |
| Envision Financial LLC | 0.43% | — | 1,981 | $534K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Add +158.0% | 1,961 | $529K |
| Beckerman Institutional, LLC | 0.42% | No change | 1,957 | $528K |
| White Lighthouse Investment Management Inc. | 0.09% | Reduce -5.0% | 1,955 | $527K |
| Chokshi & Queen Wealth Advisors, Inc | 0.33% | — | 1,954 | $527K |
| PUREfi Wealth, LLC | 0.52% | — | 1,952 | $526K |
| Callan Capital, LLC | 0.04% | Reduce -92.7% | 1,943 | $524K |
| Capasso Planning Partners LLC | 0.21% | No change | 1,938 | $523K |
| Qube Research & Technologies Ltd | 0.00% | Add +0.6% | 1,904 | $514K |
| Vista Investment Management | 0.19% | No change | 1,900 | $512K |
| Passive Capital Management, LLC. | 0.18% | No change | 1,892 | $510K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -2.7% | 1,905 | $510K |
| Ethos Financial Group, LLC | 0.07% | Reduce -55.4% | 1,872 | $505K |
| Evelyn Partners Asset Management Ltd | 0.13% | — | 1,848 | $498K |
| Safe Harbor Fiduciary, LLC | 0.51% | Reduce -2.1% | 1,839 | $496K |
| Marcum Wealth, LLC | 0.04% | No change | 1,830 | $494K |
| First Western Trust Bank | 0.02% | Reduce -5.8% | 1,819 | $491K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.3% | 1,818 | $490K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 1,816 | $490K |
| Charter Oak Capital Management, LLC | 0.05% | No change | 1,816 | $490K |
| Three Bridge Wealth Advisors, LLC | 0.17% | No change | 1,815 | $490K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 1,808 | $488K |
| PBMares Wealth Management LLC | 0.10% | No change | 1,787 | $482K |
| Allred Capital Management, LLC | 0.19% | Add +0.4% | 1,787 | $482K |
| Delta Financial Advisors LLC | 0.18% | Add +0.2% | 1,786 | $482K |
| Herold Advisors, Inc. | 0.10% | Add +113.8% | 1,785 | $481K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 1,772 | $478K |
| Aletheian Wealth Advisors LLC | 0.28% | No change | 1,771 | $478K |
| KM Capital Management Ltd. | 0.25% | Add +11.5% | 1,770 | $477K |
| Fortitude Family Office, LLC | 0.17% | Add +0.6% | 1,760 | $475K |
| Verus Capital Partners, LLC | 0.04% | Add +1.9% | 1,747 | $471K |
| Klingman & Associates, LLC | 0.03% | Add +3.0% | 1,737 | $468K |
| Capital Advisors Inc. | 0.01% | Add +6.9% | 1,725 | $465K |
| Old Mission Investment Co LLC | 0.14% | New | 1,710 | $461K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 1,688 | $455K |
| Retirement Planning Co of New England, Inc. | 0.22% | Reduce -2.0% | 1,687 | $455K |
| Western Wealth Management, LLC | 0.02% | Reduce -14.1% | 1,672 | $451K |
| Yoder Wealth Management, Inc. | 0.25% | New | 1,670 | $450K |
| Creative Financial Designs Inc. | 0.04% | Reduce -7.4% | 1,663 | $449K |
| Asset Dedication, LLC | 0.04% | Reduce -1.9% | 1,657 | $447K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.9% | 1,656 | $447K |
| Bogart Wealth, LLC | 0.02% | No change | 1,656 | $447K |
| Weaver Consulting Group | 0.14% | No change | 1,654 | $446K |
| IronBridge Private Wealth, LLC | 0.16% | No change | 1,635 | $441K |
| Bank of Marin | 0.35% | No change | 1,627 | $439K |
| Manchester Capital Management LLC | 0.05% | No change | 1,624 | $438K |
| Oak Harvest Investment Services | 0.06% | Reduce -0.3% | 1,611 | $435K |
| Fiduciary Group, LLC | 0.04% | No change | 1,599 | $431K |
| Mitchell Capital Management Co. | 0.08% | No change | 1,595 | $430K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.8% | 1,583 | $427K |
| WBH Advisory Inc. | 0.04% | Add +0.4% | 1,581 | $426K |
| M.E. Allison & Co., Inc. | 0.47% | — | 1,574 | $425K |
| Watts Gwilliam & Co., LLC | 0.09% | No change | 1,559 | $423K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 1,563 | $422K |
| Highland Capital Management, LLC | 0.02% | No change | 1,560 | $421K |
| Regions Financial Corp. | 0.00% | Reduce -28.1% | 1,549 | $418K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | New | 1,546 | $417K |
| Peak Retirement Planning, Inc. | 0.28% | — | 1,544 | $417K |
| Kovack Advisors, Inc. | 0.04% | Add +3.4% | 1,534 | $414K |
| Legacy Financial Group, Inc. | 0.13% | No change | 1,529 | $412K |
| First Financial Bank - Trust Division | 0.04% | No change | 1,529 | $412K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.6% | 1,514 | $408K |
| Regal Investment Advisors LLC | 0.03% | Add +0.1% | 1,511 | $408K |
| Prosperity Planning, Inc. | 0.18% | Reduce -3.8% | 1,497 | $404K |
| Dividend Assets Capital, LLC | 0.08% | Reduce -1.0% | 1,489 | $402K |
| Allodium Investment Consultants, LLC | 0.34% | — | 1,489 | $401K |
| Financial Futures Ltd Liability Co. | 0.23% | Reduce -2.5% | 1,481 | $399K |
| RDA Financial Network | 0.12% | Add +47.5% | 1,476 | $398K |
| RFG Advisory, LLC | 0.01% | Reduce -2.1% | 1,475 | $398K |
| BlueChip Wealth Advisors LLC | 0.22% | No change | 1,474 | $398K |
| Legacy Trust | 0.09% | No change | 1,470 | $396K |
| Strategic Blueprint, LLC | 0.02% | Add +71.2% | 1,469 | $396K |
| CoreCap Advisors, LLC | 0.02% | Add +10.8% | 1,469 | $396K |
| Archvest Wealth Advisors, Inc. | 0.28% | Add +0.5% | 1,446 | $390K |
| Beacon Wealthcare LLC | 0.16% | No change | 1,445 | $390K |
| Newton One Investments LLC | 0.15% | No change | 1,438 | $388K |
| Sandbox Financial Partners, LLC | 0.13% | Reduce -0.8% | 1,437 | $387K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 1,430 | $386K |
| Rialto Wealth Management, LLC | 0.13% | — | 1,421 | $383K |
| Summit X, LLC | 0.09% | No change | 1,421 | $383K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -49.9% | 1,415 | $381K |
| Canvas Wealth Advisors, LLC | 0.10% | No change | 1,405 | $379K |
| Haven Private, LLC | 0.21% | — | 1,402 | $378K |
| Zacks Investment Management | 0.00% | Add +0.4% | 1,401 | $378K |
| Seven Springs Wealth Group, LLC | 0.14% | No change | 1,400 | $378K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 1,394 | $376K |
| First Heartland Consultants, Inc. | 0.04% | No change | 1,392 | $375K |
| American Trust | 0.03% | No change | 1,392 | $375K |
| My Personal CFO, LLC | 0.19% | Add +0.2% | 1,389 | $375K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 1,385 | $374K |
| Acima Private Wealth, LLC | 0.13% | No change | 1,380 | $372K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,363 | $368K |
| Oak Asset Management, LLC | 0.14% | No change | 1,361 | $367K |
| Meridian Financial Advisors, LLC | 0.25% | No change | 1,360 | $367K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | New | 1,358 | $366K |
| Studio Investment Management LLC | 0.08% | New | 1,350 | $364K |
| Cynosure Group, LLC | 0.05% | New | 1,342 | $362K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -15.3% | 1,323 | $357K |
| Quadrant Capital Group LLC | 0.02% | Add +3.2% | 1,313 | $354K |
| Portside Wealth Group, LLC | 0.06% | New | 1,311 | $354K |
| Principle Wealth Partners LLC | 0.02% | Reduce -10.3% | 1,308 | $353K |
| BetterWealth, LLC | 0.10% | Add +31.3% | 1,302 | $351K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -4.1% | 1,298 | $350K |
| Riversedge Advisors, LLC | 0.08% | Add +0.4% | 1,293 | $349K |
| Wedgewood Investors Inc. | 0.41% | No change | 1,287 | $347K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 1,278 | $345K |
| Benjamin Edwards Inc. | 0.00% | Add +3.1% | 1,268 | $343K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.0% | 1,263 | $341K |
| Accredited Investors Inc. | 0.02% | No change | 1,260 | $340K |
| Shorepoint Capital Partners LLC | 0.08% | Add +1.4% | 1,256 | $339K |
| Carret Asset Management, LLC | 0.04% | No change | 1,254 | $338K |
| Empirical Asset Management, LLC | 0.11% | No change | 1,252 | $338K |
| Ballentine Capital Advisors, Inc | 0.17% | No change | 1,250 | $337K |
| Oxbow Advisors, LLC | 0.04% | No change | 1,249 | $337K |
| Sachem Hill LLC | 0.07% | Reduce -1.8% | 1,236 | $333K |
| Barlow Wealth Partners, LLC | 0.04% | No change | 1,220 | $333K |
| Cornerstone Management, Inc. | 0.06% | Add +5.5% | 1,235 | $333K |
| New England Private Wealth Advisors LLC | 0.05% | Add +12.8% | 1,233 | $333K |
| MY Wealth Management Inc. | 0.33% | Reduce -0.6% | 1,233 | $333K |
| Bouchey Financial Group, Ltd. | 0.03% | Add +8.0% | 1,227 | $331K |
| Main Street Group, LTD | 0.14% | Reduce -3.0% | 1,223 | $330K |
| KFA Private Wealth Group, LLC | 0.14% | New | 1,221 | $329K |
| HighMark Wealth Management LLC | 0.19% | Reduce -6.6% | 1,208 | $326K |
| Scotia Capital Inc. | 0.00% | Reduce -3.5% | 1,200 | $324K |
| Ironsides Asset Advisors, LLC | 0.09% | No change | 1,200 | $324K |
| West Coast Financial LLC | 0.04% | No change | 1,200 | $324K |
| Creekside Partners | 0.17% | Add +0.3% | 1,192 | $322K |
| Indie Asset Partners, LLC | 0.25% | Add +0.3% | 1,191 | $321K |
| Consilio Wealth Advisors, LLC | 0.13% | Add +0.6% | 1,190 | $321K |
| Trevian Wealth Management LLC | 0.24% | No change | 1,190 | $321K |
| SkyOak Wealth, LLC | 0.07% | Add +37.6% | 1,189 | $321K |
| BKM Wealth Management, LLC | 0.13% | Reduce -7.0% | 1,185 | $320K |
| ACT Advisors, LLC. | 0.17% | Reduce -24.3% | 1,180 | $318K |
| Lantern Wealth Advisors, LLC | 0.20% | New | 1,170 | $316K |
| Total Wealth Planning, LLC | 0.05% | Reduce -16.4% | 1,167 | $315K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.0% | 1,162 | $313K |
| Better Money Decisions, LLC | 0.22% | Add +11.4% | 1,162 | $313K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +34.2% | 1,157 | $312K |
| PGIM Custom Harvest LLC | 0.01% | No change | 1,151 | $310K |
| Arbor Investment Advisors, LLC | 0.04% | Add +21.9% | 1,145 | $309K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -6.1% | 1,144 | $309K |
| BridgePort Financial Solutions, LLC | 0.14% | — | 1,143 | $308K |
| Revolve Wealth Partners, LLC | 0.05% | Add +9.6% | 1,138 | $307K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,135 | $306K |
| Riverwater Partners LLC | 0.15% | No change | 1,130 | $305K |
| Maia Wealth LLC | 0.07% | Add +1.6% | 1,095 | $302K |
| Foguth Wealth Management, LLC. | 0.08% | New | 1,077 | $302K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Reduce -5.3% | 1,120 | $301K |
| Valtinson Bruner Financial Planning LLC | 0.10% | No change | 1,114 | $300K |
| Sylvest Advisors, LLC | 0.18% | — | 1,112 | $300K |
| Prospect Financial Group LLC | 0.37% | — | 1,109 | $299K |
| Verum Partners LLC | 0.09% | Reduce -8.0% | 1,109 | $299K |
| Disciplined Investments, LLC | 0.15% | Reduce -0.3% | 1,104 | $298K |
| UMB Bank, n.a. | 0.00% | Add +1227.7% | 1,102 | $297K |
| Altiora Financial Group, LLC | 0.06% | No change | 1,100 | $297K |
| Richard W. Paul & Associates, LLC | 0.11% | No change | 1,098 | $296K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 1,093 | $295K |
| Edge Capital Group, LLC | 0.01% | New | 1,091 | $294K |
| Axos Invest Inc. | 0.21% | Add +15.0% | 1,087 | $293K |
| Unison Advisors LLC | 0.03% | Add +0.7% | 1,084 | $292K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,080 | $291K |
| MB Generational Wealth, LLC | 0.21% | Reduce -1.1% | 1,077 | $290K |
| Heritage Investors Management Corp. | 0.01% | Reduce -0.2% | 1,072 | $289K |
| Martin Worley Group | 0.18% | — | 1,071 | $289K |
| SBI Securities Co., Ltd. | 0.01% | — | 1,066 | $288K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -9.1% | 1,065 | $287K |
| Bellwether Advisors, LLC | 0.05% | Reduce -3.1% | 1,060 | $286K |
| StoneX Group Inc. | 0.02% | Add +11.5% | 1,055 | $285K |
| Capital International Investors | 0.00% | New | 1,051 | $285K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.1% | 1,051 | $283K |
| Wealthcare Capital Management LLC | 0.03% | No change | 1,050 | $283K |
| Norris Perne & French LLP | 0.02% | No change | 1,048 | $283K |
| Next Level Private LLC | 0.11% | No change | 1,044 | $282K |
| Certuity, LLC | 0.03% | No change | 1,043 | $281K |
| Fisher Asset Management | 0.00% | Add +18.5% | 1,038 | $280K |
| Capital Advantage, Inc. | 0.05% | New | 1,037 | $280K |
| Shayne & Jacobs, LLC | 0.07% | No change | 1,034 | $279K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -0.4% | 1,023 | $276K |
| Fortis Capital Advisors, LLC | 0.09% | No change | 1,066 | $276K |
| Belpointe Asset Management LLC | 0.02% | No change | 1,066 | $276K |
| Perennial Investment Advisors, LLC | 0.03% | New | 1,019 | $275K |
| FreeGulliver LLC | 0.14% | No change | 1,016 | $274K |
| Physician Wealth Solutions Inc. | 0.14% | No change | 1,015 | $274K |
| Certified Advisory Corp | 0.03% | Add +0.6% | 1,014 | $274K |
| Arkadios Wealth Advisors | 0.01% | No change | 1,011 | $273K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | No change | 1,006 | $271K |
| SOL Capital Management CO | 0.03% | No change | 1,000 | $270K |
| Summit Global Investments | 0.02% | Reduce -2.4% | 1,000 | $270K |
| Creegan & Nassoura Financial Group, LLC | 0.18% | No change | 1,000 | $270K |
| Avestar Capital, LLC | 0.02% | No change | 1,000 | $270K |
| Blue Trust, Inc. | 0.00% | Add +1.5% | 998 | $269K |
| Avid Wealth Partners LLC | 0.19% | Reduce -18.4% | 996 | $269K |
| Beacon Financial Advisory LLC | 0.09% | Add +20.7% | 996 | $269K |
| TCP Asset Management, LLC | 0.06% | No change | 992 | $268K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +14.3% | 954 | $267K |
| MPWM Advisory Solutions, LLC | 0.19% | — | 988 | $266K |
| Lynx Investment Advisory | 0.18% | Add +0.6% | 970 | $262K |
| Baker Tilly Wealth Management, LLC | 0.10% | New | 965 | $260K |
| Invst, LLC | 0.03% | No change | 965 | $260K |
| Keb Asset Management, LLC | 0.07% | No change | 964 | $260K |
| WealthCare Investment Partners, LLC | 0.11% | Add +0.4% | 957 | $258K |
| Hopwood Financial Services, Inc. | 0.20% | — | 955 | $258K |
| ArborFi Advisors, LLC | 0.26% | — | 952 | $257K |
| Valmark Advisers, Inc. | 0.00% | No change | 948 | $256K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -1.8% | 946 | $255K |
| Acas, LLC | 0.19% | Reduce -19.5% | 910 | $254K |
| New Century Financial Group, LLC | 0.11% | Reduce -1.2% | 925 | $252K |
| Clarity Financial LLC | 0.03% | Add +10.1% | 929 | $251K |
| Dynamic Financial Group | 0.25% | — | 929 | $251K |
| Quadrant Private Wealth Management, LLC | 0.06% | Add +6.1% | 928 | $250K |
| US Financial Advisors, LLC | 0.08% | Add +19.8% | 926 | $250K |
| Centaurus Financial, Inc. | 0.02% | Add +5.7% | 925 | $249K |
| Hilltop Wealth Advisors, LLC | 0.13% | No change | 921 | $248K |
| NWF Advisory Services Inc. | 0.04% | New | 906 | $244K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -26.3% | 901 | $244K |
| Wealthspan Partners, LLC | 0.12% | No change | 903 | $244K |
| Tradewinds Capital Management, LLC | 0.06% | New | 901 | $243K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 903 | $243K |
| Burney Co./ | 0.01% | No change | 900 | $243K |
| Brass Tax Wealth Management, Inc. | 0.05% | No change | 896 | $242K |
| LRI Investments, LLC | 0.02% | No change | 896 | $242K |
| Cooper Financial Group | 0.03% | Reduce -0.1% | 896 | $242K |
| Midwest Professional Planners, LTD. | 0.07% | Reduce -4.6% | 895 | $241K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 892 | $241K |
| Waller Financial Planning Group, Inc. | 0.06% | Add +0.2% | 890 | $240K |
| Fearless Solutions, LLC dba Best Invest | 0.18% | — | 889 | $240K |
| Marco Investment Management LLC | 0.02% | No change | 889 | $240K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -12.8% | 889 | $240K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 887 | $239K |
| Urban Financial Advisory Corp | 0.13% | Add +0.6% | 886 | $239K |
| Visionary Wealth Advisors | 0.01% | Add +11.2% | 885 | $239K |
| NBT Bank, N.A. | 0.02% | No change | 885 | $239K |
| CW Advisors, LLC | 0.00% | Reduce -8.1% | 884 | $239K |
| Francis Financial, Inc. | 0.06% | No change | 884 | $238K |
| Welch & Forbes LLC | 0.00% | New | 884 | $238K |
| Roxbury Financial LLC | 0.23% | — | 855 | $237K |
| Financial Advocates Investment Management | 0.01% | Add +0.2% | 876 | $236K |
| Bison Wealth, LLC | 0.03% | — | 876 | $236K |
| United Advisor Group, LLC | 0.05% | New | 872 | $235K |
| Hilltop Holdings Inc. | 0.01% | New | 871 | $235K |
| Cladis Investment Advisory, LLC | 0.17% | No change | 865 | $233K |
| Pacific Sun Financial Corp | 0.13% | No change | 860 | $232K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +8.2% | 857 | $231K |
| Kathleen S. Wright Associates Inc. | 0.10% | Add +5.4% | 855 | $230K |
| Avion Wealth | 0.06% | Reduce -4.0% | 851 | $229K |
| Sterling Wealth Management, Inc. | 0.08% | No change | 848 | $229K |
| CFO4Life Group, LLC | 0.04% | No change | 845 | $228K |
| Salem Investment Counselors Inc. | 0.01% | No change | 843 | $227K |
| SilverOak Wealth Management LLC | 0.05% | Reduce -1.1% | 842 | $227K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 839 | $226K |
| Compass Planning Associates Inc | 0.23% | — | 836 | $226K |
| Associated Banc-Corp | 0.01% | Reduce -1.1% | 832 | $224K |
| Cowa, LLC | 0.11% | No change | 829 | $224K |
| Lineweaver Wealth Advisors, LLC | 0.04% | New | 822 | $222K |
| Orca Investment Management, LLC | 0.21% | No change | 822 | $222K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 821 | $221K |
| Mairs & Power Inc. | 0.00% | Reduce -0.7% | 821 | $221K |
| CNB Bank | 0.10% | No change | 820 | $221K |
| Michels Family Financial, LLC | 0.20% | — | 819 | $221K |
| Burk Holdings LLC | 0.18% | — | 817 | $220K |
| First International Bank & Trust | 0.07% | No change | 817 | $220K |
| Royal Capital Wealth Management, LLC | 0.15% | Add +0.6% | 815 | $220K |
| Aviance Capital Partners, LLC | 0.03% | No change | 814 | $220K |
| Clarity Wealth Advisors, LLC | 0.06% | No change | 811 | $219K |
| Fiduciary Trust Co | 0.00% | No change | 808 | $218K |
| Lazari Capital Management, Inc. | 0.09% | Add +0.6% | 807 | $218K |
| Millennium Management | 0.00% | Reduce -36.0% | 804 | $217K |
| PFG Advisors | 0.01% | Reduce -57.1% | 803 | $217K |
| Tanager Wealth Management LLP | 0.03% | No change | 795 | $214K |
| Apella Capital, LLC | 0.01% | Reduce -5.3% | 790 | $213K |
| Heritage Investment Group, Inc. | 0.04% | No change | 787 | $212K |
| AAF Wealth Management, LLC | 0.11% | Reduce -4.1% | 787 | $212K |
| Promus Capital, LLC | 0.16% | — | 783 | $211K |
| Argent Trust Co | 0.01% | No change | 782 | $211K |
| WorthPointe, LLC | 0.09% | No change | 778 | $210K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.3% | 778 | $210K |
| Mycio Wealth Partners, LLC | 0.05% | No change | 777 | $210K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.4% | 782 | $209K |
| Covington Investment Advisors Inc. | 0.03% | New | 776 | $209K |
| Werba Rubin Papier Wealth Management | 0.05% | No change | 773 | $208K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 773 | $208K |
| Golden State Wealth Management, LLC | 0.03% | — | 769 | $207K |
| Stockman Wealth Management, Inc. | 0.03% | New | 769 | $207K |
| Clearstead Advisors, LLC | 0.00% | No change | 764 | $206K |
| Bensler, LLC | 0.02% | New | 762 | $206K |
| Smith Salley Wealth Management | 0.01% | No change | 762 | $205K |
| Duncker Streett & Co. Inc. | 0.04% | Add +52.2% | 761 | $205K |
| Schaeffer Financial LLC | 0.20% | New | 757 | $204K |
| Vishria Bird Financial Group, LLC | 0.07% | New | 757 | $204K |
| Arax Advisory Partners | 0.01% | Reduce -24.4% | 755 | $204K |
| Probity Advisors, Inc. | 0.04% | Reduce -33.7% | 750 | $202K |
| Narus Financial Partners, LLC | 0.07% | New | 750 | $202K |
| Oarsman Capital, Inc. | 0.04% | No change | 750 | $202K |
| Triune Financial Partners, LLC | 0.06% | New | 748 | $202K |
| Waddell & Associates, LLC | 0.02% | New | 747 | $201K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 746 | $201K |
| Level Four Advisory Services, LLC | 0.01% | New | 744 | $201K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 695 | $194K |
| Montag A & Associates Inc. | 0.01% | No change | 718 | $194K |
| Marquette Asset Management, LLC | 0.03% | No change | 716 | $193K |
| Front Row Advisors LLC | 0.07% | Add +11.8% | 708 | $191K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 686 | $185K |
| GoalVest Advisory LLC | 0.05% | Reduce -5.5% | 685 | $185K |
| Hemington Wealth Management | 0.05% | Add +121.1% | 681 | $183K |
| Solstein Capital, LLC | 0.10% | No change | 665 | $179K |
| Wintrust Investments LLC | 0.16% | Add +5.4% | 663 | $178K |
| Key Financial Inc | 0.04% | Add +4.2% | 620 | $167K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -2.4% | 614 | $166K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +0.2% | 612 | $165K |
| Ballast Advisors LLC | 0.05% | Reduce -15.5% | 610 | $165K |
| WealthShield Partners, LLC | 0.02% | No change | 597 | $161K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -9.0% | 607 | $151K |
| Stephens Consulting, LLC | 0.04% | No change | 549 | $148K |
| Turim 21 Investimentos Ltda. | 0.04% | No change | 505 | $140K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 510 | $138K |
| Colonial Trust Co / SC | 0.02% | No change | 501 | $135K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 500 | $135K |
| Bernard Wealth Management Corp. | 0.06% | — | 483 | $130K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 460 | $124K |
| GAMMA Investing LLC | 0.01% | No change | 459 | $124K |
| Private Trust Co. NA | 0.01% | No change | 448 | $121K |
| Curio Wealth, LLC | 0.06% | — | 446 | $120K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.5% | 443 | $119K |
| IFP Advisors, Inc | 0.00% | Add +700.0% | 440 | $119K |
| Motco | 0.01% | No change | 440 | $119K |
| Byrne Asset Management LLC | 0.10% | Add +0.9% | 433 | $117K |
| one8zero8, LLC | 0.03% | — | 432 | $117K |
| Caldwell Trust Co | 0.01% | No change | 410 | $111K |
| Perkins Coie Trust Co | 0.02% | Reduce -10.0% | 397 | $107K |
| Delta Asset Management LLC | 0.01% | No change | 386 | $104K |
| Ameriflex Group, Inc. | 0.05% | — | 371 | $103K |
| Mitchell Sinkler & Starr | 0.03% | No change | 370 | $100K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.9% | 370 | $100K |
| DT Investment Partners, LLC | 0.01% | No change | 369 | $100K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 367 | $99K |
| Grove Bank & Trust | 0.01% | No change | 366 | $99K |
| Pillar Financial Advisors, LLC | 0.07% | — | 353 | $95K |
| Ancora Advisors LLC | 0.00% | No change | 347 | $94K |
| Intelligent Financial Strategies | 0.05% | Reduce -0.6% | 346 | $93K |
| Maryland Capital Advisors Inc. | 0.04% | Add +1050.0% | 345 | $93K |
| PSI Advisors, LLC | 0.03% | Reduce -31.8% | 344 | $93K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -30.5% | 340 | $92K |
| Hantz Financial Services, Inc. | 0.00% | Add +60.2% | 338 | $91K |
| Twin Lakes Capital Management, LLC | 0.06% | No change | 335 | $90K |
| First Pacific Financial | 0.02% | No change | 320 | $86K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.03% | — | 310 | $84K |
| Colonial Trust Advisors | 0.01% | Reduce -15.8% | 294 | $79K |
| Union Savings Bank | 0.04% | Add +19.1% | 293 | $79K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 282 | $76K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 273 | $74K |
| Reyes Financial Architecture, Inc. | 0.06% | — | 272 | $73K |
| Colony Family Offices, LLC | 0.02% | No change | 270 | $73K |
| Webster Bank, N. A. | 0.01% | No change | 257 | $69K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 251 | $68K |
| Granite FO LLC | 0.04% | No change | 243 | $66K |
| JDM Financial Group LLC | 0.03% | No change | 241 | $65K |
| Highline Wealth Partners LLC | 0.02% | Add +0.4% | 241 | $65K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 239 | $64K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.3% | 235 | $63K |
| Van Den Berg Management I, Inc. | 0.02% | Reduce -38.1% | 234 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -43.9% | 234 | $63K |
| Powell Investment Advisors, LLC | 0.03% | No change | 227 | $61K |
| Rice Partnership, LLC | 0.01% | No change | 223 | $60K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 219 | $59K |
| Comprehensive Financial Planning, Inc. | 0.05% | — | 212 | $57K |
| Resources Management Corp. /CT/ | 0.01% | No change | 210 | $57K |
| Bray Capital Advisors | 0.02% | No change | 210 | $57K |
| Menard Financial Group LLC | 0.03% | New | 207 | $56K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 200 | $54K |
| ORG Partners LLC | 0.01% | New | 199 | $54K |
| Principia Wealth Advisory, LLC | 0.05% | — | 197 | $53K |
| Chilton Capital Management LLC | 0.00% | No change | 189 | $51K |
| Orion Capital Management LLC | 0.02% | New | 182 | $49K |
| North Star Investment Management Corp. | 0.00% | No change | 170 | $46K |
| WestEnd Advisors, LLC | 0.00% | New | 168 | $45K |
| Jackson Hole Capital Partners, LLC | 0.01% | Add +0.6% | 164 | $44K |
| Millstone Evans Group, LLC | 0.03% | — | 160 | $43K |
| Sound Income Strategies, LLC | 0.00% | No change | 157 | $42K |
| Hoertkorn Richard Charles | 0.02% | No change | 145 | $39K |
| Westside Investment Management, Inc. | 0.01% | No change | 143 | $39K |
| Sunbelt Securities, Inc. | 0.00% | Add +46.4% | 142 | $38K |
| Red Tortoise LLC | 0.02% | No change | 141 | $38K |
| Wiser Advisor Group LLC | 0.05% | No change | 139 | $37K |
| Field & Main Bank | 0.01% | No change | 138 | $37K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 133 | $36K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 130 | $35K |
| Perritt Capital Management Inc | 0.02% | Add +40.7% | 114 | $31K |
| Crews Bank & Trust | 0.01% | — | 110 | $30K |
| Consultiva Wealth Management, Corp. | 0.14% | New | 103 | $28K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $27K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.8% | 94 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | New | 93 | $25K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 92 | $25K |
| Retirement Wealth Solutions LLC | 0.02% | — | 87 | $23K |
| GW&K Investment Management, LLC | 0.00% | No change | 82 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 81 | $22K |
| Wingate Wealth Advisors, Inc. | 0.02% | — | 80 | $22K |
| West Financial Advisors, LLC | 0.00% | No change | 78 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 77 | $21K |
| Broadwater Capital Management LLC | 0.02% | No change | 75 | $20K |
| Evolution Advisers, Inc. | 0.01% | No change | 76 | $20K |
| Tidemark, LLC | 0.01% | Add +1.4% | 71 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 70 | $19K |
| Northwest Capital Management Inc | 0.01% | No change | 69 | $19K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 64 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Add +110.0% | 63 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $16K |
| First Command Advisory Services, Inc. | 0.00% | No change | 60 | $16K |
| Archer Investment Corp | 0.00% | No change | 59 | $16K |
| Tucker Asset Management LLC | 0.00% | No change | 52 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | — | 50 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 45 | $12K |
| Hanson & Doremus Investment Management | 0.00% | No change | 43 | $12K |
| Mainstream Capital Management LLC | 0.01% | New | 41 | $11K |
| Clean Yield Group | 0.00% | No change | 40 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 34 | $9K |
| PFS Partners, LLC | 0.00% | No change | 33 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 31 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 28 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 28 | $8K |
| New Wave Wealth Advisors LLC | 0.00% | New | 24 | $6K |
| 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 |
| Clark Wealth Partners | 0.00% | — | 22 | $6K |
| Capital & Planning, LLC | 0.00% | — | 18 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | Add +216.7% | 19 | $5K |
| Operose Advisors LLC | 0.00% | No change | 17 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 17 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 16 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 16 | $4K |
| Vision Financial Markets LLC | 0.00% | — | 16 | $4K |
| 2UniFi Bank | 0.00% | — | 14 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -84.9% | 13 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -20.0% | 12 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | New | 11 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 10 | $3K |
| Noble Wealth Management PBC | 0.00% | — | 9 | $2K |
| West Branch Capital LLC | 0.00% | No change | 9 | $2K |
| Lanark Financial, Inc. | 0.21% | — | 8 | $2K |
| Nvwm, LLC | 0.00% | No change | 8 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $1K |
| Hanseatic Management Services Inc. | 0.00% | No change | 5 | $1K |
| Mattson Financial Services, LLC | 0.00% | New | 4 | $1K |
| High Note Wealth, LLC | 0.00% | New | 3 | $809 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 2 | $539 |
"% 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.