Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q4 2025 (December 31)
1,333holders +64
70new positions
50sold out
4famous investors
$314.78avg. 13F price*

At the end of Q4 2025, 1,333 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 64 from Q3 2025. 70 opened new positions and 50 sold out. The largest holders were Jones Financial Companies LLLP ($5.6B), Creative Planning ($3.8B) and National Mutual Insurance Federation of Agricultural Cooperatives ($2.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrgstr LRG-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q4 2025)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions70$127.4M
Exits50$94.9M

All 13F filers, Q3 2025 → Q4 2025: 3,542,933 shares bought and 2,935,317 shares sold, net +607,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,333 holders

Jones Financial Companies LLLP 3.42% Add +3.0% 17,839,205 $5.6B
Creative Planning 2.75% Reduce -1.4% 12,216,959 $3.8B
National Mutual Insurance Federation of Agricultural Cooperatives 15.10% No change 6,543,317 $2.1B
Vanguard Group Inc. 0.02% Add +5.0% 3,862,217 $1.2B
Bank of America Corp. 0.06% Reduce -1.1% 2,787,545 $877.5M
Northwestern Mutual Wealth Management Co. 0.55% Add +0.6% 2,761,156 $869.2M
Morgan Stanley 0.05% Reduce -3.9% 2,721,373 $856.7M
Johnson Financial Group, LLC 48.94% Add +56.6% 2,511,871 $790.7M
UBS Group AG 0.14% Reduce -2.3% 2,206,100 $694.5M
PNC Financial Services Group, Inc. 0.36% Add +0.0% 2,106,338 $663.1M
Charles Schwab Investment Management Inc. 0.09% Reduce -0.7% 1,925,676 $606.2M
FMR LLC 0.02% Reduce -0.7% 1,545,911 $486.7M
Wells Fargo & Company 0.09% Reduce -5.5% 1,450,314 $456.6M
Envestnet Asset Management Inc. 0.13% Reduce -1.3% 1,421,505 $447.5M
Moneta Group Investment Advisors LLC 3.13% Add +0.8% 1,314,815 $413.9M
Wealthquest Corp 28.00% Reduce -0.3% 1,177,813 $370.8M
Capital Asset Advisory Services LLC 14.13% Add +5.0% 1,101,330 $351.6M
Axxcess Wealth Management, LLC 5.95% Add +1.0% 1,058,705 $333.3M
Royal Bank of Canada 0.05% Add +3.3% 814,241 $256.3M
Ameriprise Financial Inc. 0.06% Reduce -3.7% 806,090 $253.8M
LPL Financial LLC 0.07% Reduce -2.9% 763,854 $240.5M
Pathstone Holdings, LLC 0.92% Reduce -3.6% 755,705 $237.9M
Raymond James Financial Inc. 0.07% Add +1.7% 737,887 $232.3M
Wealthfront Advisers LLC 0.51% Reduce -3.2% 717,802 $226.0M
Voya Financial Advisors, Inc. 21.27% Add +0.9% 697,528 $221.5M
Vantagepoint Investment Advisers LLC 1.65% No change 651,803 $205.2M
Tiaa Trust, National Association 0.45% Reduce -47.0% 596,692 $187.8M
Mariner, LLC 0.22% Add +2.5% 588,298 $185.2M
Wealthspire Advisors, LLC 1.37% Reduce -47.6% 545,331 $171.7M
Focus Partners Wealth 0.19% Add +0.6% 521,864 $164.2M
Cresset Asset Management, LLC 0.69% Reduce -4.4% 518,465 $163.2M
Bleakley Financial Group, LLC 2.78% Reduce -6.3% 508,666 $160.1M
James J. Burns & Company, LLC 21.75% Reduce -1.8% 500,774 $157.6M
Coldstream Capital Management Inc. 1.85% Reduce -1.2% 452,584 $142.5M
Garde Capital, Inc. 8.04% Reduce -0.0% 431,032 $135.7M
Mason & Associates, LLC 30.52% Reduce -9.6% 426,437 $134.2M
GeoWealth Management, LLC 4.93% Reduce -5.8% 424,463 $133.6M
Cetera Investment Advisers 0.14% Add +2.4% 394,304 $124.1M
Ballentine Partners, LLC 1.72% Reduce -0.1% 389,642 $122.7M
Commonwealth Equity Services, LLC 0.16% Reduce -2.4% 389,535 $122.6M
Baltimore-Washington Financial Advisors, Inc. 5.00% Add +0.8% 380,128 $119.7M
Millburn Ridgefield LLC 2.84% Reduce -5.1% 378,439 $119.1M
Catalyst Capital Advisors LLC 2.45% Reduce -5.1% 378,439 $119.1M
Signaturefd, LLC 1.81% Reduce -1.7% 376,011 $118.4M
Heartwood Wealth Advisors LLC 10.38% Add +0.9% 357,852 $112.7M
Pittenger & Anderson Inc. 4.10% Add +0.8% 338,478 $106.6M
Goldman Sachs Group Inc. 0.02% Reduce -6.1% 338,002 $106.4M
Equitable Holdings, Inc. 0.69% Reduce -4.7% 319,892 $100.7M
Plante Moran Financial Advisors, LLC 6.12% Reduce -3.7% 307,042 $96.7M
Norinchukin Bank, The 1.10% No change 300,000 $94.4M
MML Investors Services, LLC 0.23% Reduce -0.1% 298,560 $94.0M
Truepoint, Inc. 2.11% Reduce -2.6% 298,425 $93.9M
JPMorgan Chase & Co. 0.01% Reduce -5.8% 296,716 $93.4M
MilWealth Group LLC 21.95% Reduce -1.2% 292,935 $92.2M
Fifth Third Bancorp 0.28% Reduce -2.1% 283,597 $89.3M
Agf Management Ltd. 0.37% Reduce -0.8% 265,951 $83.7M
Riversedge Advisors, LLC 13.51% Add +14.0% 263,959 $83.1M
IMA Advisory Services, Inc. 7.93% Add +5.1% 262,685 $82.5M
AlphaCore Capital LLC 1.77% Add +364.9% 249,888 $78.7M
Captrust Financial Advisors 0.15% Add +1.1% 247,164 $77.8M
Baker Avenue Asset Management, LP 1.78% Add +2.9% 244,967 $77.1M
Osaic Holdings, Inc. 0.11% Add +1.3% 237,339 $74.7M
Juncture Wealth Strategies, LLC 24.44% Reduce -0.9% 235,880 $74.3M
Transamerica Financial Advisors, LLC 6.15% Reduce -8.5% 233,818 $73.6M
Corient Private Wealth LP 0.09% Add +137.4% 220,167 $69.3M
Parallel Advisors, LLC 1.25% Reduce -1.1% 215,883 $68.0M
Cerity Partners LLC 0.10% Add +79.8% 208,500 $65.6M
Addis & Hill, Inc 39.61% Reduce -0.5% 207,702 $65.4M
Trust Point Inc. 5.14% Reduce -4.6% 206,674 $65.1M
Jaffetilchin Investment Partners, LLC 3.75% Add +0.5% 203,639 $64.1M
Wealth Enhancement Advisory Services, LLC 0.08% Add +0.8% 187,270 $59.8M
Lido Advisors, LLC 0.24% Add +616.5% 190,217 $59.7M
Sunflower Bank, N.A. 14.78% Reduce -11.4% 186,361 $58.7M
BlackRock, Inc. 0.00% Add +233.8% 180,740 $56.9M
Hurlow Wealth Management Group, Inc. 13.80% Add +3.7% 179,130 $56.4M
Financial Planning Navigators CORP 24.76% — 171,317 $53.9M
Acropolis Investment Management, LLC 2.37% Reduce -2.5% 167,164 $52.6M
VSM Wealth Advisory, LLC 15.63% Reduce -2.1% 165,337 $52.0M
Ieq Capital, LLC 0.15% Reduce -0.1% 163,381 $51.4M
Kathmere Capital Management, LLC 3.42% Add +3.0% 161,146 $50.7M
Cambridge Investment Research Advisors, Inc. 0.13% Add +10.7% 160,556 $50.5M
Badgley Phelps Wealth Managers, LLC 0.91% Reduce -4.9% 158,440 $49.9M
QRG Capital Management, Inc. 0.54% Reduce -4.4% 154,188 $48.5M
JMG Financial Group, Ltd. 1.31% Reduce -2.9% 147,550 $46.4M
Haverford Trust Co 0.37% Reduce -17.0% 131,887 $41.5M
Mercer Global Advisors Inc. 0.06% Add +14.8% 131,278 $41.3M
Woodard & Co. Asset Management Group Inc. 6.49% Reduce -1.8% 130,203 $41.0M
Pure Financial Advisors, LLC 0.61% Add +0.5% 129,331 $40.7M
Northern Trust Corp. 0.01% Reduce -0.0% 125,766 $39.6M
McIlrath & Eck, LLC 3.65% Reduce -13.7% 124,823 $39.3M
AQR Capital Management 0.02% Add +19.3% 123,117 $38.8M
Koesten, Hirschmann & Crabtree, INC. 18.30% Reduce -2.7% 118,180 $37.2M
Quantinno Capital Management LP 0.07% Add +21.1% 116,593 $36.7M
HighTower Advisors, LLC 0.04% Add +3.9% 114,009 $35.9M
SCS Capital Management LLC 0.38% Reduce -0.3% 112,902 $35.5M
Sage Financial Group Inc. 2.30% Reduce -2.6% 110,598 $34.8M
Latigo Investments, LLC 16.88% No change 108,982 $34.3M
Betterment LLC 0.06% Add +0.5% 107,899 $34.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 104,226 $32.8M
Leavell Investment Management, Inc. 1.36% Reduce -0.2% 104,094 $32.8M
Yeomans Consulting Group, Inc. 9.32% Reduce -0.4% 101,070 $31.8M
Truist Financial Corp. 0.04% Add +2.8% 98,524 $31.0M
Comerica Bank 0.12% Reduce -10.3% 98,382 $31.0M
NewEdge Advisors, LLC 0.11% Add +107.1% 97,809 $30.8M
Arbor Wealth Management LLC\AZ 23.08% — 94,221 $29.7M
NewEdge Wealth, LLC 0.33% Add +14.9% 93,582 $29.5M
Janney Montgomery Scott LLC 0.07% Add +5.2% 91,443 $28.8M
Rockefeller Capital Management L.P. 0.05% Add +7.6% 91,130 $28.7M
James Reed Financial Services, Inc. 22.70% Add +4.8% 89,975 $28.3M
TD Capital Management LLC 2.47% Reduce -0.6% 88,430 $27.8M
BlueSky Wealth Advisors, LLC 3.66% Add +0.3% 88,079 $27.7M
Modern Wealth Management, LLC 0.50% Reduce 0.0% 87,715 $27.6M
Roble, Belko & Company, Inc 3.60% Reduce -1.3% 87,297 $27.5M
Nordwand Advisors, LLC 4.79% No change 87,000 $27.4M
Sfam, LLC 24.95% — 86,678 $27.3M
Beacon Pointe Advisors, LLC 0.19% Add +7.9% 86,658 $27.3M
&partners 0.14% Add +4.7% 85,574 $26.9M
Orion Porfolio Solutions, LLC 0.19% Add +830.9% 83,663 $26.3M
Advocate Group LLC 4.21% Reduce -1.6% 82,647 $26.0M
United Capital Financial Advisors, LLC 0.15% Add +42.9% 80,635 $25.4M
Abound Wealth Management 5.86% Add +0.8% 79,450 $25.0M
Moller Wealth Partners 5.19% Reduce -1.5% 78,719 $24.8M
Financial Management Professionals, Inc. 2.55% Add +1.3% 78,488 $24.7M
Choreo, LLC 0.30% Add +5.7% 74,262 $23.6M
Kennicott Capital Management LLC 11.07% Add +2.4% 72,556 $22.8M
Strategic Equity Management 7.66% Add +24.1% 71,793 $22.6M
Pinnacle Associates Ltd. 0.29% Reduce -0.6% 71,435 $22.5M
Verus Financial Partners, Inc. 2.07% Reduce -1.6% 70,302 $22.4M
Arcadia Investment Advisors LLC 10.06% Reduce -0.8% 68,716 $21.6M
Cullen/Frost Bankers, Inc. 0.24% Add +52.7% 68,516 $21.6M
Trustmark Bank Trust Department 1.36% Add +4.3% 68,399 $21.5M
Wealth Architects, LLC 1.89% Reduce -4.0% 66,765 $21.0M
Wheelhouse Advisory Group LLC 7.93% Add +5.7% 65,735 $20.9M
Mb, Levis & Associates, LLC 8.70% Reduce -1.9% 65,619 $20.7M
St. Louis Trust Co 2.35% Reduce -0.1% 65,223 $20.5M
Texas Capital Bank Wealth Management Services Inc 1.17% Reduce -1.5% 64,394 $20.3M
Atmos Advisory, LLC 11.73% Add +5.1% 64,291 $20.2M
Natixis Advisors, LLC 0.03% Add +9.7% 64,205 $20.2M
Miller Investment Management, LP 1.93% Add +1.2% 62,851 $19.8M
Whittier Trust Co. of Nevada Inc. 0.41% Reduce -0.5% 61,872 $19.8M
JNBA Financial Advisors 1.72% Reduce -0.7% 62,597 $19.7M
Naples Global Advisors, LLC 1.41% Reduce -0.9% 60,133 $18.9M
Investors Research Corp 3.45% Add +2.7% 59,915 $18.9M
First Hawaiian Bank 2.49% Reduce -0.5% 59,517 $18.7M
Blueprint Financial Advisors LLC 2.81% Reduce -4.3% 58,425 $18.4M
Blueprint Investment Partners LLC 1.97% Reduce -4.3% 58,425 $18.4M
Laird Norton Wetherby Trust Company, LLC 0.38% New 58,151 $18.3M
Northern Capital Management, Inc. 9.63% Add +4.5% 57,870 $18.2M
Box Hill Private Wealth LLC 18.40% — 57,746 $18.2M
Alliancebernstein L.P. 0.01% Add +0.3% 55,226 $17.4M
Sequoia Financial Advisors, LLC 0.10% Reduce -0.7% 54,878 $17.3M
Farrell Financial LLC 10.16% Add +0.2% 54,717 $17.2M
IF Advisors, LLC 13.62% — 53,249 $16.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.30% Reduce -2.1% 53,246 $16.8M
CX Institutional 0.50% Add +1.8% 53,207 $16.7M
Total Investment Management Inc. 2.15% Add +2.2% 53,190 $16.7M
HBK Sorce Advisory LLC 0.38% Reduce -1.1% 52,356 $16.6M
Stifel Financial Corp. 0.01% Add +6.4% 51,863 $16.3M
Integris Wealth Management, LLC 3.69% Reduce -0.6% 51,481 $16.2M
Horizons Wealth Management 10.75% Add +1.7% 51,359 $16.2M
Chatham Capital Group, Inc. 2.26% Reduce -4.1% 50,506 $15.9M
Riverpoint Wealth Management Holdings, LLC 3.40% Reduce -0.1% 50,350 $15.9M
Madison Asset Management, LLC 0.18% Add +3.7% 49,754 $15.7M
Proffitt & Goodson Inc. 2.18% Reduce -4.4% 49,574 $15.6M
Biltmore Family Office, LLC 2.15% Reduce -1.7% 49,518 $15.6M
Alesco Advisors, LLC, An ESL Co 0.39% Add +2.8% 48,417 $15.2M
Moneywise, Inc. 6.31% Add +24.3% 48,158 $15.2M
TFC Financial Management, Inc. 1.89% Add +2.8% 47,966 $15.1M
Bank Hapoalim BM 1.35% No change 47,700 $15.0M
Baird Financial Group, Inc. 0.02% Add +5.3% 47,696 $15.0M
Headinvest, LLC 2.98% Add +1.9% 47,546 $15.0M
Founders Grove Wealth Partners, LLC 3.32% Add +0.5% 46,933 $14.8M
Bank of New York Mellon Corp 0.00% Reduce -0.6% 45,849 $14.4M
Amtrust Financial Services, Inc. 4.59% No change 45,800 $14.4M
Procyon Advisors, LLC 0.70% Add +0.0% 45,127 $14.2M
D.A. Davidson & Co. 0.09% Add +0.8% 44,991 $14.2M
Intergy Private Wealth, LLC 4.26% Reduce -1.2% 44,905 $14.1M
MAI Capital Management 0.08% Add +0.0% 44,750 $14.1M
Financial Engines Advisors L.L.C. 0.03% Reduce -4.4% 44,744 $14.1M
Keybank National Association 0.05% No change 44,715 $14.1M
Destination Wealth Management 0.37% Reduce -2.5% 44,546 $14.0M
Capital Advisors, Ltd. LLC 1.58% Reduce -10.4% 44,428 $14.0M
Smithfield Trust Co 0.62% Reduce -0.6% 44,339 $14.0M
HB Wealth Management, LLC 0.09% Reduce -3.6% 44,332 $14.0M
Daner Wealth Management, LLC 8.38% Reduce -1.6% 43,036 $13.7M
Fusion Family Wealth, LLC 1.03% Reduce -0.2% 43,298 $13.6M
Kestra Advisory Services, LLC 0.06% Reduce -1.7% 43,170 $13.6M
Leeward Financial Partners, LLC 3.76% Add +6.8% 42,439 $13.4M
Kestra Private Wealth Services, LLC 0.16% Add +3.7% 42,043 $13.2M
Integrated Wealth Concepts LLC 0.16% Reduce -21.6% 41,956 $13.2M
Farther Finance Advisors, LLC 0.13% Add +58.6% 39,839 $12.5M
Blackston Financial Advisory Group, LLC 7.59% Reduce -3.7% 39,619 $12.5M
Gotham Asset Management 0.05% Add +12.3% 39,538 $12.4M
Systelligence, LLC 2.34% New 39,102 $12.3M
Venture Visionary Partners LLC 0.40% Reduce -0.3% 38,919 $12.3M
Brown Advisory Inc. 0.02% Add +0.0% 38,834 $12.2M
Allworth Financial LP 0.05% Add +0.7% 38,786 $12.2M
Cranbrook Wealth Management, LLC 2.39% Reduce -0.1% 38,537 $12.1M
Gibraltar Capital Management, Inc. 2.06% Add +2.3% 38,525 $12.1M
Cornerstone Advisors Asset Management, LLC 1.96% Reduce -2.3% 38,408 $12.1M
Tarbox Family Office, Inc. 1.94% Reduce -30.1% 38,385 $12.1M
Private Advisor Group, LLC 0.06% Add +2.2% 38,203 $12.0M
Plancorp, LLC 0.36% Reduce -4.5% 37,523 $11.8M
US Bancorp \de 0.01% Reduce -0.5% 37,507 $11.8M
Patriot Investment Management Group, Inc. 0.74% Reduce -0.3% 37,058 $11.7M
Whittier Trust Co. 0.13% Reduce -1.6% 36,532 $11.7M
Continuum Advisory, LLC 1.16% Reduce -0.4% 36,862 $11.6M
Capital Planning LLC 3.23% Add +3.4% 36,587 $11.5M
Wedmont Private Capital 0.40% Add +0.3% 36,185 $11.5M
Idaho Trust Co 3.81% Reduce -15.1% 36,499 $11.5M
Balentine LLC 0.43% Reduce -70.9% 35,967 $11.3M
BIP Wealth, LLC 0.39% Reduce -0.9% 35,374 $11.1M
Gibson Capital, LLC 2.04% No change 35,294 $11.1M
TBH Global Asset Management, LLC 1.85% New 53,552 $11.1M
Ledyard National Bank 0.94% Reduce -4.3% 34,721 $10.9M
Integrated Advisors Network LLC 0.48% Reduce -13.4% 34,487 $10.9M
Transcend Capital Advisors, LLC 0.82% Reduce -0.5% 33,395 $10.5M
Downshift Financial, LLC 6.44% — 33,602 $10.4M
Northeast Investment Management 0.41% Reduce -3.3% 32,990 $10.4M
Stratos Wealth Partners, LTD. 0.12% Add +0.1% 32,970 $10.4M
Citizens Financial Group Inc. 0.14% Add +1.3% 32,727 $10.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.29% Add +2.9% 31,243 $9.8M
Tortoise Investment Management, LLC 0.85% Add +1.1% 30,753 $9.7M
Quadrant Capital Group LLC 0.29% Add +8.5% 30,557 $9.6M
Mayport, LLC 1.94% Add +5.4% 30,542 $9.6M
Merit Financial Group, LLC 0.08% Add +14.4% 29,941 $9.4M
Nwam LLC 0.52% Reduce -1.6% 29,598 $9.3M
Ironwood Financial, llc 1.54% Add +3.1% 28,362 $9.1M
Novak & Powell Financial Services, Inc. 4.70% Reduce -1.9% 28,641 $9.0M
Bank of Montreal 0.00% Add +5.6% 28,451 $9.0M
Beacon Capital Management, LLC 1.37% Reduce -5.4% 28,090 $8.8M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -0.0% 27,916 $8.8M
1900 Wealth Management LLC 0.56% Reduce -0.5% 27,912 $8.8M
Orin Green Financial, LLC 3.51% Reduce -4.9% 27,906 $8.8M
Valeo Financial Advisors, LLC 0.19% Reduce -0.2% 27,524 $8.7M
Redwood Family Wealth LLC 8.56% — 27,511 $8.7M
Simmons Bank 0.58% Reduce -1.2% 27,324 $8.6M
SC&H Financial Advisors, Inc. 1.31% Reduce -23.1% 26,846 $8.5M
Sherry Group, Inc. 8.65% — 26,040 $8.3M
Armbruster Capital Management, Inc. 1.38% Reduce -0.6% 26,192 $8.2M
SageView Advisory Group, LLC 0.28% Reduce -15.7% 26,185 $8.2M
City Holding Co. 1.01% Add +7.2% 26,175 $8.2M
World Investment Advisors 0.14% Add +4.2% 26,108 $8.2M
Texas Yale Capital Corp. 0.25% Add +0.0% 25,756 $8.1M
Cary Street Partners Financial LLC 0.20% Add +0.0% 48,980 $8.1M
Gradient Capital Advisors, LLC 2.05% Reduce -6.2% 25,323 $8.0M
Soundwatch Capital LLC 1.22% No change 25,019 $7.9M
Glenview Trust Co 0.12% Reduce -8.4% 24,627 $7.8M
Savant Capital, LLC 0.04% Add +0.6% 24,446 $7.7M
Integrity Alliance, Llc. 0.28% New 24,356 $7.7M
Assetmark, Inc. 0.02% Add +6.2% 24,157 $7.6M
Patron Partners, LLC 3.37% Add +5.3% 24,059 $7.6M
CENTRAL TRUST Co 0.15% Reduce -2.8% 23,905 $7.5M
Great Valley Advisor Group, Inc. 0.14% Add +2.0% 23,639 $7.4M
Flagship Harbor Advisors, LLC 0.35% Reduce -0.6% 23,389 $7.4M
Pinnacle Wealth Management Advisory Group, LLC 0.50% Reduce -0.8% 22,944 $7.2M
Sawgrass Asset Management LLC 0.90% No change 22,925 $7.2M
Clarius Group, LLC 0.41% Reduce -0.6% 22,901 $7.2M
Sage Financial Management Group, Inc. 2.20% Add +0.5% 22,845 $7.2M
Prime Buchholz LLC 4.21% Reduce -42.1% 22,532 $7.1M
Sanctuary Advisors, LLC 0.04% Reduce -2.0% 22,449 $7.1M
N.E.W. Advisory Services LLC 0.52% New 22,396 $7.1M
Marietta Wealth Management, LLC 0.81% Reduce -1.4% 22,379 $7.0M
Modera Wealth Management, LLC 0.08% Reduce -2.6% 22,350 $7.0M
Kendall Capital Management 1.45% No change 22,069 $6.9M
Red Wave Investments LLC 2.05% Add +0.3% 21,857 $6.9M
Pioneer Wealth Management Group 2.08% Reduce -1.0% 21,729 $6.8M
Dorsey & Whitney Trust CO LLC 0.36% Add +1.4% 21,672 $6.8M
McAdam, LLC 0.31% Reduce -1.8% 21,318 $6.7M
Councilor Wealth, LLC 3.17% Add +5.5% 21,280 $6.7M
Cascade Financial Partners, LLC 0.67% Reduce -2.6% 20,958 $6.6M
Lodestar Private Asset Management LLC 0.65% Reduce -4.5% 20,535 $6.5M
Human Investing LLC 0.91% Add +6.5% 20,496 $6.5M
Kohmann Bosshard Financial Services, LLC 0.58% Add +0.6% 20,265 $6.4M
Oppenheimer & Co. Inc. 0.09% Add +0.2% 20,255 $6.4M
Avior Wealth Management, LLC 0.20% Reduce -2.5% 20,066 $6.3M
TD Private Client Wealth LLC 0.13% Add +92.2% 19,866 $6.3M
Intrust Bank NA 0.51% Reduce -4.2% 19,497 $6.1M
Kingswood Wealth Advisors, LLC 0.30% Add +7.3% 19,468 $6.1M
Ifrah Financial Services, Inc. 1.55% Reduce -1.5% 19,213 $6.0M
Black Diamond Financial, LLC 0.64% Reduce -3.2% 19,145 $6.0M
Battery Global Advisors, LLC 2.77% Add +150.8% 12,241 $6.0M
Harbour Investments, Inc. 0.12% Add +13.3% 18,856 $5.9M
Fairway Wealth LLC 1.59% Reduce -16.4% 18,766 $5.9M
Simon Quick Advisors, LLC 0.26% No change 18,694 $5.9M
Commerce Bank 0.03% Reduce -0.3% 18,595 $5.9M
Compound Planning, Inc. 0.17% Add +1.6% 18,500 $5.8M
Bawa N Mallick Trust 2.16% No change 18,500 $5.8M
TD Waterhouse Canada Inc. 0.04% Add +48.7% 18,429 $5.8M
Vontobel Holding Ltd. 0.02% Reduce -0.9% 18,380 $5.8M
Magnolia Capital Advisors LLC 1.21% Add +12.9% 18,281 $5.8M
O'shaughnessy Asset Management, LLC 0.03% Add +0.5% 18,136 $5.7M
Xcelsior Advisor Partners LLC 2.77% — 18,083 $5.7M
Mission Wealth Management, LP 0.11% Reduce -4.1% 17,799 $5.6M
One Capital Management, LLC 0.17% Reduce -1.5% 17,786 $5.6M
Riverview Trust Co 6.72% No change 17,649 $5.6M
Vestmark Advisory Solutions, Inc. 0.07% Add +2.4% 17,370 $5.5M
Seal Cove Capital, LLC 5.04% — 17,146 $5.4M
Mather Group, Llc. 0.06% Reduce -4.0% 17,016 $5.4M
Phillips Financial Management, LLC 0.34% Reduce -1.8% 16,897 $5.3M
Objective Capital Management, LLC 5.31% Add +0.0% 16,580 $5.2M
Warwick Investment Management, Inc. 0.80% Reduce -0.5% 16,403 $5.2M
PDS Planning, Inc 0.34% Reduce -0.7% 16,393 $5.2M
Apella Capital, LLC 0.10% Reduce -0.7% 16,376 $5.2M
Ritholtz Wealth Management 0.09% Reduce -0.3% 16,354 $5.1M
BOK Financial Private Wealth, Inc. 0.31% No change 16,328 $5.1M
Ausdal Financial Partners, Inc. 0.24% Add +2.0% 16,148 $5.1M
Transcendent Capital Group LLC 2.30% Reduce -1.1% 16,147 $5.1M
Pitcairn Wealth Advisors LLC 0.46% — 16,112 $5.1M
Rehmann Capital Advisory Group 0.26% Add +1.8% 16,064 $5.1M
Citigroup Inc. 0.00% Reduce -19.6% 16,018 $5.0M
Glenmede Trust Co. NA 0.02% — 15,973 $5.0M
EP Wealth Advisors, LLC 0.03% — 15,971 $5.0M
BLB&B Advisors, LLC 0.21% Add +6.5% 15,963 $5.0M
WASHINGTON TRUST Co 0.16% No change 15,955 $5.0M
Brooklyn FI, LLC 1.07% Add +22.6% 15,939 $5.0M
Glassman Wealth Services 0.67% Reduce -3.5% 15,713 $4.9M
Tumwater Wealth Management, LLC 2.01% No change 15,693 $4.9M
IFG Advisory, LLC 0.21% Reduce -5.0% 15,609 $4.9M
Infinity Wealth Counsel, LLC 4.47% Reduce -5.0% 15,572 $4.9M
Johnson Wealth Management, LLC 2.41% No change 15,355 $4.8M
J.W. Cole Advisors, Inc. 0.12% Add +2.1% 16,558 $4.8M
Kingsview Wealth Management, LLC 0.07% Add +6.7% 15,104 $4.8M
FC Advisory LLC 1.36% Reduce -1.8% 15,087 $4.7M
Medallion Wealth Advisors, LLC 1.60% Add +9.4% 15,086 $4.7M
Sax Wealth Advisors, LLC 0.22% Add +6.5% 14,971 $4.7M
Watershed Private Wealth LLC 1.39% Reduce -0.2% 14,680 $4.6M
ATLas Financial Planning LLC 4.52% — 14,620 $4.6M
Summit Trail Advisors, LLC 0.08% Reduce -50.4% 14,617 $4.6M
PCG Wealth Advisors, LLC 1.30% Add +10.5% 14,555 $4.6M
Aspiriant, LLC 0.13% Reduce -1.6% 14,444 $4.5M
First National Bank of Omaha 0.13% New 14,326 $4.5M
Obsidian Cio, LLC 6.67% Reduce -90.9% 14,316 $4.5M
Elevation Capital Advisory, LLC 1.84% New 14,289 $4.5M
Caprock Group, LLC 0.09% Reduce -1.3% 14,206 $4.5M
Evercore Wealth Management, LLC 0.07% Reduce -0.4% 14,100 $4.4M
Twin Focus Capital Partners, LLC 0.51% No change 14,040 $4.4M
Financial Connections Group, Inc. 1.51% Reduce -0.1% 13,968 $4.4M
SWP Financial LLC 2.18% Reduce -0.8% 13,822 $4.4M
Interactive Financial Advisors, Inc. 2.78% Reduce -8.1% 13,674 $4.3M
Adams Wealth Management 0.90% Reduce -5.4% 13,348 $4.2M
CacheTech Inc. 0.78% Reduce -5.4% 13,348 $4.2M
SoundView Advisors Inc. 1.43% New 13,010 $4.1M
Gainplan LLC 1.51% Reduce -2.6% 12,768 $4.0M
Fiducient Advisors LLC 0.50% Reduce -6.5% 12,715 $4.0M
Evanson Asset Management, LLC 0.21% Add +0.7% 12,592 $4.0M
Trust Co 0.37% Add +466.8% 12,548 $4.0M
RCW Management, LLC 3.98% — 12,512 $3.9M
Bragg Financial Advisors, Inc 0.13% Reduce -2.7% 12,477 $3.9M
Topel & Distasi Wealth Management, LLC 1.91% Reduce -4.7% 12,415 $3.9M
Financial Insights, Inc. 1.30% Reduce -0.9% 12,365 $3.9M
Roundview Capital LLC 0.24% Add +5.8% 12,303 $3.9M
Beaumont Financial Advisors, LLC 0.25% Add +2.8% 12,146 $3.8M
Zhang Financial LLC 0.14% Add +0.1% 12,089 $3.8M
SigFig Wealth Management, LLC 0.11% Reduce -1.5% 12,034 $3.8M
Sapient Capital LLC 0.05% Add +1.1% 11,893 $3.8M
Wilmington Savings Fund Society, FSB 0.09% Reduce -0.8% 11,931 $3.8M
Atticus Wealth Management, LLC 0.92% Reduce -0.3% 11,874 $3.7M
PCA Investment Advisory Services Inc. 1.30% Add +5.5% 11,830 $3.7M
Kelman-Lazarov, Inc. 0.53% Add +82.5% 11,767 $3.7M
Capital Squared Financial LLC 2.88% Reduce -1.6% 11,736 $3.7M
Royal Fund Management, LLC 0.34% Add +44.1% 11,676 $3.7M
Coppell Advisory Solutions LLC 0.36% Reduce -0.3% 11,522 $3.7M
Fortem Financial Group, LLC 0.98% No change 11,591 $3.6M
Founders Financial Securities LLC 0.21% Add +23.8% 11,496 $3.6M
ARK & TLK Investments, LLC 0.99% Reduce -2.1% 11,457 $3.6M
Parsons Capital Management Inc. 0.20% Reduce -0.0% 11,435 $3.6M
SouthState Bank Corp 0.16% Reduce -0.1% 11,351 $3.6M
Park Avenue Securities LLC 0.03% Reduce -0.6% 11,317 $3.6M
Dahring | Cusmano LLC 2.43% Add +1.0% 11,103 $3.5M
Savvy Advisors, Inc. 0.11% Add +7.2% 11,070 $3.5M
Sheets Smith Wealth Management 0.38% Add +0.2% 11,019 $3.5M
Lifeworks Advisors, LLC 0.45% Add +31.7% 11,011 $3.5M
Mathes Company, Inc. 1.24% No change 10,961 $3.5M
L.K. Benson & Company, P.C. 1.71% Add +6.9% 10,830 $3.4M
Caitlin John, LLC 2.22% Reduce -13.8% 10,773 $3.4M
Obermeyer Wealth Partners 0.15% Add +0.4% 10,535 $3.3M
Global Retirement Partners, LLC 0.06% Add +12.4% 10,522 $3.3M
NORTHSTAR ASSET MANAGEMENT Co 0.70% Reduce -0.1% 10,520 $3.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% No change 10,393 $3.3M
Cardiff Park Advisors, LLC 0.27% Add +0.2% 10,338 $3.3M
Cantor Fitzgerald Investment Advisors L.P. 0.24% Reduce -4.3% 10,255 $3.2M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -0.6% 10,209 $3.2M
Principal Securities, Inc. 0.05% Reduce -2.2% 10,100 $3.2M
Krilogy Financial LLC 0.11% Add +2.3% 9,913 $3.2M
Brown Brothers Harriman & Co. 0.02% No change 9,963 $3.1M
Astra Wealth Partners LLC 1.91% Reduce -2.0% 9,932 $3.1M
Alley Investment Management Company, LLC 0.36% No change 9,729 $3.1M
Financial Alternatives, Inc 1.78% No change 9,723 $3.1M
William Mack & Associates, Inc. 1.44% Add +0.1% 9,721 $3.1M
Sculati Wealth Management, LLC 1.07% Reduce -30.7% 9,656 $3.0M
Freestone Capital Holdings, LLC 0.09% Reduce -1.3% 9,654 $3.0M
Charles Schwab Trust Co 0.20% No change 9,591 $3.0M
Concurrent Investment Advisors, LLC 0.03% Add +2.4% 9,562 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -4.6% 9,492 $3.0M
Financial Planning Fort Collins, LLC 2.61% — 9,435 $3.0M
Glass Jacobson Investment Advisors llc 1.07% Reduce -15.0% 9,431 $3.0M
Bessemer Group Inc. 0.00% No change 9,427 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +0.1% 9,407 $3.0M
Meramec Financial Planners, LLC 1.14% — 9,183 $2.9M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.72% — 9,209 $2.9M
Boston Family Office LLC 0.18% Reduce -1.9% 9,166 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.2% 9,156 $2.9M
Edge Financial Advisors LLC 1.21% Reduce -1.0% 9,132 $2.9M
Wiser Wealth Management, Inc 0.64% Reduce -0.1% 9,115 $2.9M
Fortitude Advisory Group L.L.C. 1.21% Reduce -1.3% 9,050 $2.8M
Blankinship & Foster, LLC 0.61% Add +0.0% 9,002 $2.8M
YHB Investment Advisors, Inc. 0.20% Reduce -0.6% 8,998 $2.8M
Pinnacle Financial Group, LLC / IL 0.82% Reduce -2.2% 8,997 $2.8M
McClarren Financial Advisors, Inc. 1.69% Reduce -65.0% 3,186 $2.8M
AMG National Trust Bank 0.07% Add +0.0% 8,958 $2.8M
Prospera Financial Services Inc 0.05% Reduce -8.2% 8,939 $2.8M
Franklin, Parlapiano, Turner & Welch, LLC 0.69% No change 8,770 $2.8M
Aptus Capital Advisors, LLC 0.02% Reduce -5.7% 8,838 $2.8M
IHT Wealth Management, LLC 0.07% Add +3.7% 8,834 $2.8M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -1.3% 8,793 $2.8M
Uptick Partners, LLC 0.59% Add +28.5% 8,722 $2.7M
First Community Trust NA 2.05% Add +51.3% 8,717 $2.7M
MLG Wealth Management DBA Pine Grove Financial Group 0.33% — 8,697 $2.7M
Partners in Financial Planning 0.46% Reduce -2.3% 8,673 $2.7M
AE Wealth Management LLC 0.02% Add +109.5% 8,568 $2.7M
Thrivent Financial for Lutherans 0.00% Add +34.5% 8,469 $2.7M
Summit Financial, LLC 0.04% Reduce -1.7% 8,512 $2.7M
Independent Financial Group, LLC 0.06% Add +1.7% 8,490 $2.7M
Secure Asset Management, LLC 0.42% Reduce -6.3% 8,416 $2.6M
M&T Bank Corp 0.01% Reduce -2.5% 8,280 $2.6M
Bluestem Financial Advisors, LLC 1.01% Reduce -0.5% 8,272 $2.6M
Hartmann Taylor Wealth Management, LLC 1.72% Reduce -6.1% 8,096 $2.5M
Waverly Advisors, LLC 0.02% Add +11.5% 7,965 $2.5M
Empower Advisory Group, LLC 0.01% Add +49.8% 7,897 $2.5M
Market Street Wealth Management Advisors LLC 0.39% Reduce -0.2% 7,879 $2.5M
GW&K Investment Management, LLC 0.02% No change 7,867 $2.5M
Balanced Rock Investment Advisors LLC 1.74% Reduce -0.4% 7,764 $2.4M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -13.2% 7,733 $2.4M
Howard Wealth Management, LLC 1.06% Reduce -3.7% 7,728 $2.4M
Sand Hill Global Advisors, LLC 0.08% Reduce -2.8% 7,715 $2.4M
Stone Summit Wealth LLC 0.66% Reduce -4.3% 7,707 $2.4M
W1M Asset Management Ltd 0.03% New 7,678 $2.4M
Boston Trust Walden Corp 0.02% No change 7,645 $2.4M
Lanark Financial, Inc. 0.18% Reduce -2.4% 7,643 $2.4M
Athena Investment Management 1.22% Add +15.0% 7,591 $2.4M
Nicolet Bankshares Inc. 0.38% Reduce -4.3% 7,527 $2.4M
Oxford Financial Group, LTD. LLC 0.13% No change 7,352 $2.3M
Argos Wealth Advisors, LLC 0.62% — 7,275 $2.3M
Cwm, LLC 0.01% Add +1.5% 7,268 $2.3M
Sage Mountain Advisors LLC 0.12% Add +1.1% 7,191 $2.3M
WBH Advisory Inc. 0.17% Reduce -3.6% 7,167 $2.3M
Sequent Asset Management, LLC 1.00% No change 7,127 $2.2M
Sei Investments Co. 0.00% Add +1.4% 7,117 $2.2M
DAVENPORT & Co LLC 0.01% Reduce -5.0% 7,077 $2.2M
Renaissance Technologies 0.00% Reduce -13.1% 7,040 $2.2M
Great Point Wealth Advisors, LLC 0.40% Reduce -1.3% 7,016 $2.2M
Nations Financial Group Inc, /Ia/ 0.12% Add +0.4% 6,996 $2.2M
Leo Wealth, LLC 0.16% Add +358.0% 6,989 $2.2M
Joel Isaacson & Co., LLC 0.07% Reduce -2.1% 6,972 $2.2M
AdvisorNet Financial, Inc 0.12% Reduce -1.3% 6,964 $2.2M
Simplicity Wealth,LLC 0.13% Reduce -4.5% 6,956 $2.2M
Advisory Services Network, LLC 0.03% Add +3.7% 6,947 $2.2M
Daymark Wealth Partners, LLC 0.07% Add +20.2% 6,897 $2.2M
Signature Estate & Investment Advisors LLC 0.04% Reduce -3.8% 6,786 $2.1M
Ellenbecker Investment Group 0.30% Add +0.5% 6,774 $2.1M
Greenspring Advisors, LLC 0.13% Add +240.8% 6,761 $2.1M
S.A. Mason LLC 0.84% Add +0.1% 6,726 $2.1M
Scott & Selber, Inc. 0.53% Add +1.4% 6,675 $2.1M
Cassaday & Co Wealth Management LLC 0.04% Add +139.2% 6,643 $2.1M
Range Advisory, LLC 0.54% — 6,637 $2.1M
Harbor Asset Planning, Inc. 1.77% Add +32.6% 6,594 $2.1M
Staley Capital Advisers Inc. 0.09% Add +1.5% 6,546 $2.1M
Fairman Group, LLC 1.64% Add +0.5% 6,521 $2.1M
Legacy Advisors, LLC 0.22% No change 6,503 $2.0M
Seamount Financial Group Inc. 0.93% Add +1.0% 6,496 $2.0M
KM Capital Management Ltd. 1.03% Reduce -0.4% 6,400 $2.0M
Wealthcare Advisory Partners LLC 0.04% Add +69.3% 6,383 $2.0M
RTD Financial Advisors, Inc. 0.24% Reduce -1.6% 6,356 $2.0M
Investment Counsel Co. of Nevada 4.29% Add +23.0% 6,351 $2.0M
Luminist Capital LLC 2.46% Add +2.7% 6,323 $2.0M
Franklin Resources Inc. 0.00% Add +146.4% 6,308 $2.0M
Ethos Financial Group, LLC 0.15% Add +97.1% 6,288 $2.0M
Legacy Private Trust Co. 0.12% No change 6,274 $2.0M
Davidson Trust Co. 0.82% No change 6,256 $2.0M
SeaCrest Wealth Management, LLC 0.20% Reduce -5.1% 6,170 $2.0M
Asempa Wealth Advisors 1.69% — 6,217 $2.0M
Mustard Seed Financial, LLC 1.23% Add +3.1% 6,208 $2.0M
B. Riley Wealth Advisors, Inc. 0.09% Add +4.3% 6,095 $1.9M
Berger Financial Group, Inc 0.11% Reduce -3.3% 6,019 $1.9M
DBK Financial Counsel, LLC 1.45% Reduce -0.4% 6,015 $1.9M
UMB Bank, n.a. 0.03% Add +537.2% 6,009 $1.9M
First Trust Advisors LP 0.00% Reduce -0.2% 6,009 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +9.9% 5,987 $1.9M
Net Worth Advisory Group 0.38% Add +56.3% 5,967 $1.9M
Mystic Asset Management, Inc. 0.42% Reduce -0.5% 5,856 $1.8M
CFS Investment Advisory Services, LLC 0.13% Add +1.2% 5,853 $1.8M
American Investment Services, Inc. 0.43% Reduce -9.3% 5,824 $1.8M
Arkadios Wealth Advisors 0.04% Add +22.3% 5,814 $1.8M
Capital Investment Advisors, LLC 0.03% Add +15.4% 5,799 $1.8M
Versant Capital Management, Inc 0.23% Add +0.0% 5,776 $1.8M
Center for Financial Planning, Inc. 0.19% Add +0.1% 5,774 $1.8M
Brown, Lisle/Cummings, Inc. 0.45% No change 5,755 $1.8M
Van Hulzen Asset Management, LLC 0.13% Add +6.4% 5,755 $1.8M
Forum Financial Management, LP 0.02% Reduce -1.7% 5,735 $1.8M
Maseco LLP 0.08% New 5,730 $1.8M
Alerus Financial NA 0.09% No change 5,705 $1.8M
General Partner, Inc. 1.02% No change 5,700 $1.8M
Blair William & Co. 0.00% Add +10.4% 5,699 $1.8M
TABR Capital Management, LLC 1.19% Add +9.9% 5,668 $1.8M
Miller Capital Partners, Inc. 0.91% — 5,647 $1.8M
Grandfield & Dodd, LLC 0.10% No change 5,630 $1.8M
Waldron Private Wealth LLC 0.07% Add +4.7% 5,610 $1.8M
Dakota Wealth Management 0.03% No change 5,597 $1.8M
Empirical Asset Management, LLC 0.50% Add +0.8% 11,837 $1.8M
Measured Wealth Private Client Group, LLC 0.47% Reduce -14.4% 5,589 $1.8M
Mutual Advisors, LLC 0.04% Add +50.3% 5,584 $1.8M
Capital Management Associates, Inc 0.39% No change 5,581 $1.8M
EnRich Financial Partners LLC 0.48% Reduce -0.9% 5,560 $1.8M
Orser Capital Management, LLC 0.98% Reduce -0.1% 5,520 $1.7M
Chicago Partners Investment Group LLC 0.04% Add +1.1% 5,442 $1.7M
CIBC Private Wealth Group LLC 0.00% Reduce -11.7% 5,465 $1.7M
Rebalance, LLC 0.10% Add +0.9% 5,449 $1.7M
Private Management Group Inc. 0.05% Reduce -5.2% 5,421 $1.7M
Olistico Wealth, LLC 0.83% Reduce -1.5% 5,393 $1.7M
OneDigital Investment Advisors LLC 0.02% Reduce -1.5% 5,384 $1.7M
Cahaba Wealth Management, Inc. 0.12% Add +0.0% 5,373 $1.7M
Composition Wealth, LLC 0.02% Add +2.2% 5,350 $1.7M
Prosperity Consulting Group, LLC 0.08% Reduce -7.7% 5,341 $1.7M
Pallas Capital Advisors LLC 0.06% Reduce -0.4% 5,321 $1.7M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -2.9% 5,262 $1.7M
Thomasville National Bank 0.10% Reduce -8.7% 5,251 $1.7M
Wedbush Securities Inc. 0.05% Add +1.7% 5,244 $1.7M
Ameritas Advisory Services, LLC 0.06% Add +21.6% 5,222 $1.6M
Cypress Wealth Services, LLC 0.23% Add +1.0% 5,214 $1.6M
Southland Equity Partners LLC 0.32% Add +4.7% 5,191 $1.6M
Eagle Strategies LLC 0.21% Add +3.7% 5,166 $1.6M
Mgo One Seven LLC 0.03% Add +3.7% 5,155 $1.6M
Perigon Wealth Management, LLC 0.03% Add +6.9% 5,124 $1.6M
Snowden Capital Advisors LLC 0.04% Add +0.3% 5,098 $1.6M
Mosaic Family Wealth Partners, LLC 0.18% No change 5,075 $1.6M
Calder Financial LLC 1.56% — 5,060 $1.6M
Wells Financial Advisors INC 3.02% Reduce -53.0% 5,055 $1.6M
Larson Financial Group LLC 0.05% Reduce -8.2% 5,050 $1.6M
Round Rock Advisors LLC 0.24% Reduce -0.1% 5,049 $1.6M
Sloy Dahl & Holst, LLC 0.19% Add +45.3% 5,018 $1.6M
Pinnacle Financial Partners, Inc. 0.01% — 5,014 $1.6M
Annex Advisory Services, LLC 0.03% Reduce -1.0% 4,988 $1.6M
Quadcap Wealth Management, LLC 0.18% Add +0.5% 4,971 $1.6M
Pathway Financial Advisors LLC 0.20% No change 4,891 $1.6M
Wellspring Financial Advisors, LLC 0.12% Add +0.3% 4,949 $1.6M
Sagespring Wealth Partners, LLC 0.03% Reduce -9.8% 4,945 $1.6M
GSG Advisors LLC 0.40% Add +0.7% 4,942 $1.6M
Physician Wealth Advisors, Inc. 0.22% Add +0.3% 4,933 $1.6M
Dentgroup LLC 1.06% Reduce -43.6% 4,907 $1.5M
Choate Investment Advisors 0.03% No change 4,883 $1.5M
Avidian Wealth Enterprises, LLC 0.06% Reduce -0.5% 4,869 $1.5M
Manuka Financial, LLC 0.95% Reduce -13.0% 4,837 $1.5M
Lodestone Wealth Management LLC 0.62% Add +0.5% 4,834 $1.5M
Tsfg, LLC 0.23% Add +0.0% 4,825 $1.5M
Vista Capital Partners, Inc. 0.15% Reduce -6.1% 4,797 $1.5M
Brandywine Oak Private Wealth LLC 0.13% No change 4,789 $1.5M
Gill Capital Partners, LLC 0.45% Reduce -9.9% 4,735 $1.5M
Destiny Wealth Partners, LLC 0.17% No change 4,666 $1.5M
Midwest Trust Co 0.02% Reduce -8.0% 4,727 $1.5M
WealthCollab, LLC 0.61% Add +5.3% 4,711 $1.5M
Meridian Wealth Management, LLC 0.05% Reduce -3.3% 4,708 $1.5M
Key Financial Inc 0.27% Reduce -1.8% 4,679 $1.5M
Bearing Point Capital, LLC 0.23% Reduce -5.7% 4,664 $1.5M
Synergy Financial Group, LTD 1.03% Reduce -2.6% 4,660 $1.5M
Belpointe Asset Management LLC 0.05% Reduce -0.0% 4,654 $1.5M
CWA Asset Management Group, LLC 0.05% Add +1.1% 4,644 $1.5M
Factor Wealth Management LTD 0.32% Add +9.3% 4,641 $1.5M
Appleton Partners Inc. 0.10% Reduce -0.5% 4,639 $1.5M
Bokf, NA 0.02% Reduce -1.4% 4,613 $1.5M
Advocate Investing Services LLC 1.30% — 4,600 $1.4M
Vise Technologies, Inc. 0.03% Add +117.0% 4,595 $1.4M
Life Planning Partners, Inc 1.11% Reduce -25.6% 4,594 $1.4M
Summit Wealth Group LLC / Co. 0.19% New 4,580 $1.4M
Evolve Private Wealth, LLC 0.09% — 4,571 $1.4M
Greenleaf Trust 0.01% No change 4,541 $1.4M
GenTrust, LLC 0.06% No change 4,532 $1.4M
DUTCH ASSET Corp 1.09% — 4,513 $1.4M
Next Capital Management LLC 0.45% No change 4,509 $1.4M
Carnegie Investment Counsel 0.03% Add +25.1% 4,499 $1.4M
FAS Wealth Partners, Inc. 0.09% Add +0.4% 4,495 $1.4M
Endeavor Private Wealth, Inc. 0.40% No change 4,481 $1.4M
Cedarwood Wealth LLC 1.56% — 4,398 $1.4M
Anchor Capital Advisors LLC 0.04% No change 4,451 $1.4M
Nicholas Hoffman & Company, LLC. 0.03% Add +5.5% 4,438 $1.4M
Berkshire Money Management, Inc. 0.13% New 4,420 $1.4M
MontVue Capital Management, Inc. 0.92% No change 4,407 $1.4M
Sigma Planning Corp 0.04% Reduce -5.9% 4,389 $1.4M
Ted Buchan & Co 0.51% Add +25.7% 4,386 $1.4M
Studio Investment Management LLC 0.25% Add +25.3% 4,324 $1.4M
Bell Investment Advisors, Inc 0.21% Reduce -5.0% 4,310 $1.4M
Arax Advisory Partners 0.04% New 4,304 $1.4M
Maridea Wealth Management LLC 0.20% Reduce -6.5% 4,294 $1.4M
Rodgers & Associates, LTD 0.14% No change 4,237 $1.3M
Tenzing Financial LLC 1.07% — 4,191 $1.3M
Advisors Capital Management, LLC 0.02% Add +8.2% 4,159 $1.3M
Silverlake Wealth Management LLC 0.29% Reduce -3.8% 4,156 $1.3M
Fortis Capital Management LLC 0.17% Add +0.8% 4,148 $1.3M
Pacific Financial Group Inc. 0.72% No change 4,126 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.19% Add +2.3% 4,084 $1.3M
Pachira Investments Inc. 0.63% Add +0.3% 4,116 $1.3M
FSM Wealth Advisors, LLC 0.18% Add +0.4% 4,116 $1.3M
Flputnam Investment Management Co. 0.02% Reduce -7.0% 4,115 $1.3M
Lee Danner & Bass Inc. 0.09% Reduce -1.2% 4,089 $1.3M
Atalanta Sosnoff Capital, LLC 0.02% Add +86.4% 4,002 $1.3M
Capital Analysts, LLC 0.03% No change 3,980 $1.3M
Exencial Wealth Advisors, LLC 0.04% Add +1.3% 3,951 $1.2M
Fiduciary Advisors, Inc. 0.94% Add +0.5% 3,918 $1.2M
American Money Management, LLC 0.19% Reduce -2.7% 3,861 $1.2M
Aspen Investment Management Inc 0.36% Add +121.2% 3,833 $1.2M
David J Yvars Group 0.64% Reduce -1.7% 3,801 $1.2M
Seven Post Investment Office LP 0.43% No change 3,800 $1.2M
Wescott Financial Advisory Group, LLC 0.10% Add +0.5% 3,786 $1.2M
True North Advisors, LLC 0.15% New 3,729 $1.2M
Aspen Wealth Management LLC 0.25% Add +0.5% 3,723 $1.2M
Madrid Wealth Management, LLC 0.95% — 3,717 $1.2M
Abacus Planning Group, Inc. 0.16% Reduce -2.1% 3,712 $1.2M
Austin Wealth Management, LLC 0.17% Reduce -32.6% 3,650 $1.2M
Entrewealth, LLC 0.52% Reduce -32.6% 3,650 $1.2M
Lutz Financial Services LLC 0.08% Add +1.4% 3,674 $1.2M
Tranquility Partners, LLC 0.42% Reduce -0.8% 3,661 $1.2M
Berkeley Capital Partners, LLC 0.27% Reduce -1.8% 3,655 $1.2M
Clark Capital Management Group, Inc. 0.01% No change 3,654 $1.2M
Grandview Asset Management LLC 0.31% Reduce -4.8% 3,624 $1.1M
Valley Forge Investment Consultants Inc. Adv 0.33% Add +0.6% 3,607 $1.1M
Unique Wealth, LLC 0.16% Reduce -5.4% 3,598 $1.1M
Core Wealth Advisors, Inc. 0.29% No change 3,580 $1.1M
High Net Worth Advisory Group LLC 0.26% Add +2.2% 3,533 $1.1M
Liberty Square Wealth Partners LLC 0.32% No change 3,516 $1.1M
Acorn Financial Advisory Services Inc. 0.16% Reduce -1.0% 3,513 $1.1M
Plum Street Advisors, LLC 0.39% No change 3,510 $1.1M
Kirtland Hills Capital Management, LLC 0.39% No change 3,489 $1.1M
Dynamic Advisor Solutions LLC 0.04% Add +1.6% 3,479 $1.1M
Kwmg, LLC 0.09% No change 3,477 $1.1M
Marshall Financial Group, LLC 0.21% Add +0.5% 3,467 $1.1M
Laurel Oak Wealth Management, LLC 0.18% — 3,466 $1.1M
WealthTrust Asset Management, LLC 0.76% Reduce -1.4% 3,459 $1.1M
Morton Capital Management LLC 0.17% No change 3,445 $1.1M
Liberty Wealth Management LLC 0.14% Add +0.1% 3,442 $1.1M
Johnson Investment Counsel Inc. 0.01% Add +0.5% 3,437 $1.1M
Oakworth Capital, Inc. 0.06% No change 3,435 $1.1M
Interchange Capital Partners, LLC 0.20% No change 3,425 $1.1M
Burling Wealth Partners, LLC 0.17% Add +32.4% 3,411 $1.1M
Spire Wealth Management 0.04% Add +0.2% 3,385 $1.1M
Trivium Point Advisory, LLC 0.11% Reduce -0.9% 3,356 $1.1M
Essex Bank 0.23% Add +380.5% 3,349 $1.1M
Golden Bell Financial Planning LLC 0.88% Reduce -7.2% 3,347 $1.1M
KW Wealth Management LLC 1.59% Add +1.4% 3,330 $1.0M
Essex Financial Services, Inc. 0.06% Add +4.1% 3,308 $1.0M
Evergreen Capital Management LLC 0.02% Reduce -2.9% 3,297 $1.0M
Breakwater Investment Management 0.37% No change 3,280 $1.0M
Journey Beyond Wealth, LLC 0.82% Add +0.0% 3,259 $1.0M
BSW Wealth Partners 0.12% No change 3,250 $1.0M
Slow Capital, Inc. 0.12% Reduce -2.9% 3,245 $1.0M
Pennington Partners & Co., LLC 0.41% Reduce -0.9% 3,226 $1.0M
Strathmore Capital Advisors, Inc. 0.33% New 3,190 $1.0M
Balboa Wealth Partners 0.17% Add +2.9% 3,187 $1.0M
Sendero Wealth Management, LLC 0.11% No change 3,185 $1.0M
Keystone Financial Group 0.07% No change 3,163 $996K
Primoris Wealth Advisors, LLC 0.59% No change 3,153 $993K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -0.5% 3,152 $992K
Mayflower Financial Advisors, LLC 0.12% Add +6.1% 3,145 $990K
Farmers National Bank 0.22% No change 3,109 $979K
Atwater Malick LLC 0.27% No change 3,098 $975K
Old Mission Investment Co LLC 0.23% Reduce -1.2% 3,098 $975K
Focus Financial Network, Inc. 0.03% Reduce -8.4% 3,090 $973K
BWM Planning, LLC 0.26% Reduce -29.7% 3,083 $970K
Stratos Investment Management, LLC 0.04% Add +0.1% 3,076 $968K
NorthRock Partners, LLC 0.02% Add +46.4% 3,074 $968K
Red Door Wealth Management, LLC 0.10% Add +0.4% 3,068 $966K
Daybright Advisory Services, Inc. 0.26% — 3,055 $962K
Journey Strategic Wealth LLC 0.03% Add +1.9% 3,051 $960K
Walkner Condon Financial Advisors LLC 0.13% Reduce -0.1% 3,048 $960K
Root Financial Partners, LLC 0.05% Add +3.6% 3,036 $956K
RCS Financial Planning, LLC 0.41% No change 3,027 $953K
Ferguson Wellman Capital Management, Inc. 0.02% No change 3,011 $948K
Jacobi Capital Management LLC 0.05% No change 3,009 $947K
Compass Ion Advisors, LLC 0.09% No change 2,994 $943K
Astoria Strategic Wealth, Inc. 0.23% No change 2,965 $933K
Madison Wealth Partners, Inc 0.17% Add +0.1% 2,954 $930K
Verdence Capital Advisors LLC 0.06% Add +0.2% 2,953 $930K
Fee-Only Financial Planning, L.C. 0.54% No change 2,925 $921K
Western Wealth Management, LLC 0.04% Reduce -17.3% 2,913 $917K
GEN Financial Management, INC. 0.58% Reduce -9.8% 2,904 $914K
Breakwater Capital Group 0.13% No change 2,879 $906K
Opus Capital Group, LLC 0.10% Reduce -0.1% 2,862 $901K
Fortis Capital Advisors, LLC 0.13% Reduce -0.9% 2,846 $896K
Wealth Enhancement Trust Services, Inc. 0.11% — 2,846 $896K
Cahill Financial Advisors Inc. 0.10% Reduce -3.2% 2,840 $894K
Clarity Capital Advisors, LLC 0.45% Add +0.5% 2,828 $890K
Foundations Investment Advisors, LLC 0.01% Add +7.1% 2,807 $884K
Values Added Financial LLC 0.37% No change 2,801 $882K
Essex LLC 0.16% Reduce -4.9% 2,787 $877K
Legacy Edge Advisors, LLC 0.10% Add +51.3% 2,781 $875K
Traphagen Investment Advisors LLC 0.07% Add +0.0% 2,773 $873K
Coastline Trust Co 0.08% Reduce -0.5% 2,763 $870K
Meridian Wealth Advisors, LLC 0.12% No change 2,750 $866K
City State Bank 0.24% Add +16.5% 2,743 $863K
CGC Financial Services, LLC 0.23% No change 2,731 $860K
Trust Co. of Vermont 0.04% No change 2,730 $859K
Rwa Wealth Partners, LLC 0.01% Add +4.6% 2,727 $858K
Apollon Wealth Management, LLC 0.01% Add +0.4% 2,717 $855K
Bailard, Inc. 0.02% No change 2,710 $853K
Robertson Stephens Wealth Management, LLC 0.02% Add +16.8% 2,679 $843K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +23.6% 2,646 $833K
Goldstein Advisors, LLC 0.09% No change 2,628 $827K
Rockwood Wealth Management, LLC 0.06% Reduce -3.0% 2,610 $822K
Russell Investments Group, Ltd. 0.00% Reduce -37.0% 2,599 $818K
Nicolet Advisory Services, LLC 0.06% Add +6.9% 2,551 $818K
Stevens Capital Partners 0.21% Reduce -1.4% 2,595 $817K
LPWM LLC 0.21% Add +0.5% 2,591 $816K
Anderson Hoagland & Co. 0.07% No change 2,584 $814K
CGN Advisors LLC 0.06% Add +11.9% 2,573 $810K
Embree Financial Group 0.10% No change 2,572 $810K
Bay Capital Advisors, LLC 0.49% Add +0.2% 2,569 $809K
RDA Financial Network 0.19% Add +7.5% 2,568 $808K
Apollon Financial, LLC 0.12% No change 2,563 $807K
Sovran Advisors, LLC 0.07% Reduce -0.3% 2,525 $805K
Salomon & Ludwin, LLC 0.07% Add +2.2% 2,532 $804K
Peak Retirement Planning, Inc. 0.19% Add +80.9% 2,547 $802K
Arista Wealth Management, LLC 0.10% No change 2,546 $801K
Wealth Alliance, LLC 0.08% Reduce -1.0% 2,539 $799K
SMI Advisory Services, LLC 0.14% Reduce -7.2% 2,468 $791K
Cozad Asset Management Inc. 0.06% Add +0.9% 2,483 $782K
Amicus Financial Advisors, LLC 0.22% — 2,476 $780K
FF Advisors,LLC 0.35% No change 2,471 $778K
Tradewinds, LLC. 0.19% Reduce -0.4% 2,465 $776K
Everpar Advisors LLC 0.29% No change 2,450 $771K
Three Bearings Fiduciary Advisors, Inc. 0.72% — 2,411 $768K
XY Planning Network, Inc. 0.13% Reduce -2.1% 2,418 $761K
McDonough Capital Management, Inc 0.37% No change 2,418 $761K
Advisortrust Partners, LLC 0.33% — 2,416 $761K
Define Financial, LLC 0.43% Add +0.5% 2,402 $756K
Fullerton Advisors, LLC 0.75% — 2,397 $755K
Keystone Wealth Services, LLC 0.16% Add +3.5% 2,386 $751K
Piscataqua Savings Bank 0.53% New 2,377 $748K
Select Asset Management & Trust 0.23% No change 2,365 $745K
Braun-Bostich & Associates Inc. 0.46% No change 2,360 $743K
Bensler, LLC 0.07% No change 2,358 $742K
United Asset Strategies, Inc. 0.06% Add +0.6% 2,355 $741K
Venturi Wealth Management, LLC 0.03% Reduce -9.3% 2,348 $739K
Hardy Reed LLC 0.05% Reduce -4.9% 2,323 $731K
StoneX Group Inc. 0.03% Add +121.3% 2,313 $728K
Beacon Financial Strategies CORP 0.41% No change 2,306 $726K
Awm Capital, LLC 0.07% No change 2,296 $723K
Benjamin Edwards Inc. 0.01% Add +18.4% 2,283 $720K
Shufro Rose & Co. LLC 0.05% New 2,280 $718K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.3% 2,274 $716K
Gladstone Institutional Advisory LLC 0.03% Add +5.3% 2,263 $712K
Diversify Wealth Management, LLC 0.03% Add +5.3% 2,219 $710K
Brookstone Capital Management 0.01% Reduce -2.3% 2,253 $709K
Winthrop Advisory Group LLC 0.06% Add +0.2% 2,240 $705K
Stephens Inc. 0.01% Reduce -2.4% 2,236 $704K
Glen Eagle Advisors, LLC 0.10% Add +8.1% 2,236 $704K
WealthPlan Investment Management, LLC 0.04% Add +55.8% 2,229 $702K
Becker Capital Management Inc. 0.02% No change 2,223 $700K
Old National Bancorp 0.01% Reduce -5.8% 2,222 $699K
Atlantic Union Bankshares Corp 0.01% Add +0.3% 2,210 $696K
Novare Capital Management LLC 0.05% Reduce -5.3% 2,208 $695K
HM Payson & Co. 0.01% No change 2,199 $692K
Norden Group LLC 0.07% Reduce -20.7% 2,183 $687K
Bernardo Wealth Planning LLC 0.13% No change 2,160 $680K
One Wealth Advisors, LLC 0.08% Reduce -0.6% 2,154 $678K
Crescent Sterling, Ltd. 0.69% Reduce -10.4% 2,150 $677K
Bank Ozk 0.24% No change 2,147 $676K
Western Financial Corp 0.27% Reduce -16.6% 2,146 $676K
Ariadne Wealth Management, LP 0.28% No change 2,158 $675K
Cypress Capital Group 0.08% New 2,131 $671K
Cathy Pareto & Associates, Inc. 0.46% Reduce -3.0% 2,125 $669K
Mason Investment Advisory Services, Inc. 0.03% Reduce -3.5% 2,125 $669K
Darden Wealth Group Inc 0.32% No change 2,121 $668K
Pine Harbor Wealth Management, LLC 0.20% No change 2,118 $667K
Beese Fulmer Investment Management, Inc. 0.04% Add +63.9% 2,113 $665K
Rinkey Investments 0.17% No change 2,110 $664K
Avant Capital LLC 0.46% Add +21.4% 2,107 $663K
Briggs Wealth Management, Inc 0.71% — 2,090 $658K
Evolution Advisers, Inc. 0.28% Add +16.9% 2,087 $657K
Relyea Zuckerberg Hanson LLC 0.07% Add +0.1% 2,056 $647K
Valley National Advisers Inc. 0.09% Reduce -3.8% 2,057 $647K
Oldfather Financial Services, LLC 0.19% Add +8.5% 2,041 $643K
Advantage Trust Co 0.29% No change 2,040 $642K
True Link Financial Advisors, LLC 0.04% New 2,038 $642K
Quartz Partners, LLC 0.24% No change 2,037 $641K
Rezny Wealth Management, Inc. 0.14% No change 2,035 $641K
Diversified Trust Co. 0.01% New 2,033 $640K
CreativeOne Wealth, LLC 0.02% Reduce -11.8% 2,033 $640K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -2.8% 2,024 $637K
KCM Investment Advisors LLC 0.02% No change 2,019 $636K
PFG Investments, LLC 0.03% Add +0.1% 2,019 $635K
Coquina Private Wealth LLC 0.51% — 2,016 $635K
Envision Financial LLC 0.33% Add +0.3% 1,996 $628K
TSA Wealth Managment LLC 0.21% Reduce -1.5% 1,989 $626K
TruWealth Advisors, LLC 0.03% Reduce -1.5% 1,984 $624K
Bridgewater Advisors Inc. 0.04% No change 1,975 $623K
Portland Financial Advisors Inc 1.32% Reduce -10.7% 1,971 $620K
Waters Parkerson & Co., LLC 0.03% Add +19.6% 1,966 $619K
Kovack Advisors, Inc. 0.03% Add +6.4% 1,959 $617K
Beckerman Institutional, LLC 0.35% No change 1,957 $616K
Karnit Road Accident Victims Compensation Fund 0.35% — 1,950 $614K
Regal Investment Advisors LLC 0.04% Reduce -0.7% 1,935 $609K
Charter Oak Capital Management, LLC 0.05% Reduce -1.0% 1,935 $609K
Foster Group, Inc. 0.02% Add +0.7% 1,927 $607K
Wellington Grp LLC 0.20% — 1,927 $607K
LongView Wealth Management 0.15% Reduce -0.4% 1,878 $602K
PUREfi Wealth, LLC 0.46% No change 1,913 $602K
Sowell Financial Services LLC 0.02% Add +0.7% 1,908 $601K
Vista Investment Management 0.20% No change 1,900 $598K
Certuity, LLC 0.04% No change 1,897 $597K
Passive Capital Management, LLC. 0.19% No change 1,892 $596K
New England Private Wealth Advisors LLC 0.07% Add +29.8% 1,891 $595K
Burk Holdings LLC 0.28% Add +129.7% 1,877 $591K
Capital International Investors 0.00% New 1,828 $580K
Petix & Botte Co 0.13% No change 1,838 $578K
Capital Group Private Client Services, Inc. 0.01% Add +0.3% 1,829 $576K
Efficient Advisors, LLC 0.03% Reduce -0.9% 1,807 $569K
Cherry Tree Wealth Management, LLC 0.12% No change 1,792 $564K
White Lighthouse Investment Management Inc. 0.08% Add +1.4% 1,783 $561K
RFG Advisory, LLC 0.01% Reduce -8.3% 1,768 $557K
Scharf Investments, LLC 0.01% New 1,768 $557K
Ballast Financial Advisors LLC 0.57% — 1,760 $554K
Delta Financial Advisors LLC 0.14% Reduce -1.8% 1,756 $553K
WealthShield Partners, LLC 0.06% Reduce -3.0% 1,752 $552K
ETF Store, Inc. 0.56% Add +0.5% 1,737 $547K
C M Bidwell & Associates Ltd. 0.26% Reduce -10.4% 1,721 $542K
Retirement Planning Co of New England, Inc. 0.22% Reduce -2.5% 1,704 $536K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.2% 1,698 $535K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +2.0% 1,693 $533K
Tru Independence Asset Management 2, LLC 0.33% No change 1,692 $533K
Private Trust Co. NA 0.05% No change 1,688 $531K
Weaver Consulting Group 0.13% No change 1,663 $524K
SHP Wealth Management 0.04% — 1,663 $523K
Abacus Wealth Partners, LLC 0.05% Reduce -2.3% 1,658 $522K
Trust Co of the South 0.08% New 1,647 $518K
IFC & Insurance Marketing, Inc. 0.51% — 1,644 $517K
Clearstead Advisors, LLC 0.01% No change 1,641 $517K
Cornerstone Planning Group LLC 0.08% New 1,603 $514K
Capital Advisors Inc. 0.01% Add +6.6% 1,630 $513K
Atria Investments, Inc 0.01% Reduce -95.6% 1,628 $512K
Bank of Marin 0.35% No change 1,627 $512K
Yoder Wealth Management, Inc. 0.23% No change 1,606 $506K
Mitchell Capital Management Co. 0.09% Add +0.6% 1,604 $505K
Strategic Blueprint, LLC 0.03% Reduce -8.3% 1,602 $504K
Quadrant Private Wealth Management, LLC 0.08% Add +6.3% 1,599 $503K
CoreCap Advisors, LLC 0.02% Reduce -29.1% 1,598 $503K
Legacy Financial Group, Inc. 0.13% Add +5.5% 1,580 $497K
M.E. Allison & Co., Inc. 0.34% Add +0.1% 1,576 $496K
Verus Capital Partners, LLC 0.03% Reduce -4.4% 1,575 $496K
Creative Financial Designs Inc. 0.03% Add +0.5% 1,566 $493K
Highland Capital Management, LLC 0.02% Reduce -1.0% 1,560 $491K
Eaton Financial Holdings Company, LLC 0.13% New 1,553 $489K
Oak Harvest Investment Services 0.05% Add +0.6% 1,539 $484K
Moss Adams Wealth Advisors LLC 0.04% No change 1,533 $483K
Redwood Financial Network Corp 0.31% Reduce -16.4% 1,532 $482K
First Financial Bank - Trust Division 0.04% No change 1,529 $481K
Claro Advisors Inc. 0.07% No change 1,526 $480K
Hershey Financial Advisers, LLC 0.40% New 1,519 $478K
Stephens Consulting, LLC 0.15% Reduce -18.7% 1,516 $477K
Regions Financial Corp. 0.00% Reduce -30.6% 1,498 $472K
GQG Partners LLC 0.00% Add +3.4% 1,497 $471K
Expressive Wealth LLC 0.51% — 1,494 $470K
BlueChip Wealth Advisors LLC 0.20% No change 1,474 $464K
Stanley-Laman Group, Ltd. 0.06% New 1,465 $461K
Element Pointe Advisors, LLC 0.09% New 1,450 $456K
Financial Futures Ltd Liability Co. 0.21% No change 1,449 $456K
GreatBanc Trust CO 0.32% No change 1,448 $456K
Beacon Wealthcare LLC 0.16% No change 1,445 $455K
Johnson Financial Group, Inc. 0.02% Reduce -12.2% 1,441 $454K
Ascentis Independent Advisors 0.07% New 1,436 $452K
Legacy Trust 0.08% No change 1,435 $452K
Seven Springs Wealth Group, LLC 0.13% No change 1,400 $441K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +0.1% 1,399 $440K
Archvest Wealth Advisors, Inc. 0.28% Reduce -2.0% 1,399 $440K
Graves Light Lenhart Wealth, Inc. 0.05% Reduce -40.0% 1,394 $439K
American Trust 0.04% No change 1,392 $438K
My Personal CFO, LLC 0.18% New 1,391 $438K
Index Fund Advisors, Inc. 0.02% Add +0.1% 1,382 $435K
Acima Private Wealth, LLC 0.13% No change 1,380 $434K
Integrity Wealth Solutions LLC 0.17% Add +0.5% 1,373 $432K
HighPoint Advisor Group LLC 0.01% New 1,367 $430K
Hudson Oak Wealth Advisory LLC 0.38% — 1,366 $430K
National Bank of Canada 0.00% Add +211.9% 1,366 $430K
Prostatis Group LLC 0.10% Reduce -1.3% 1,366 $430K
Dividend Assets Capital, LLC 0.08% Reduce -0.2% 1,363 $429K
Mill Creek Capital Advisors, LLC 0.01% No change 1,363 $429K
Oak Asset Management, LLC 0.15% No change 1,361 $428K
Cynosure Group, LLC 0.04% Add +0.5% 1,358 $428K
First Heartland Consultants, Inc. 0.03% No change 1,358 $427K
PGIM Custom Harvest LLC 0.01% Add +6.4% 1,350 $425K
Rockbridge Investment Management, LCC 0.04% Reduce -19.7% 1,338 $421K
Alpha Cubed Investments, LLC 0.01% Reduce -9.8% 1,326 $418K
Newton One Investments LLC 0.12% Reduce -5.4% 1,324 $417K
Werba Rubin Papier Wealth Management 0.11% Add +0.2% 1,321 $416K
Rialto Wealth Management, LLC 0.10% Reduce -6.8% 1,312 $413K
Principle Wealth Partners LLC 0.02% No change 1,309 $412K
Prime Capital Investment Advisors, LLC 0.01% No change 1,307 $411K
Ascent Group, LLC 0.01% Reduce -0.1% 1,306 $411K
Fiduciary Group, LLC 0.03% Reduce -3.5% 1,295 $408K
Chokshi & Queen Wealth Advisors, Inc 0.21% Reduce -33.4% 1,293 $407K
Wedgewood Investors Inc. 0.46% No change 1,287 $405K
Indiana Trust & Investment Management Co 0.12% No change 1,278 $402K
Peterson Wealth Advisors, LLC 0.05% Reduce -44.6% 1,275 $402K
Smith Partners Wealth Management, LLC 0.37% — 1,265 $398K
Crescent Grove Advisors, LLC 0.04% No change 1,260 $397K
Meridian Financial Advisors, LLC 0.22% Reduce -7.3% 1,260 $397K
Prosperity Planning, Inc. 0.15% No change 1,254 $395K
Harvest Investment Services, LLC 0.07% Reduce -12.9% 1,252 $394K
Greenwood Capital Associates LLC 0.04% No change 1,250 $394K
Oxbow Advisors, LLC 0.04% No change 1,249 $393K
Gateway Wealth Partners, LLC 0.04% Add +53.6% 1,246 $392K
Barlow Wealth Partners, LLC 0.04% No change 1,220 $390K
United Bank 0.05% No change 1,226 $386K
KFA Private Wealth Group, LLC 0.09% No change 1,221 $384K
Courage Miller Partners, LLC 0.12% No change 1,219 $384K
SkyOak Wealth, LLC 0.07% No change 1,203 $379K
UNIVEST FINANCIAL Corp 0.02% No change 1,203 $379K
Ironsides Asset Advisors, LLC 0.10% No change 1,200 $378K
Silver Oak Securities, Incorporated 0.03% Add +32.1% 1,190 $377K
Creekside Partners 0.16% Add +0.2% 1,197 $377K
Allodium Investment Consultants, LLC 0.19% Reduce -19.1% 1,194 $376K
Cornerstone Management, Inc. 0.06% Reduce -2.5% 1,193 $376K
Trevian Wealth Management LLC 0.18% No change 1,190 $375K
First Manhattan Co. Llc. 0.00% Reduce -4.4% 1,188 $374K
BKM Wealth Management, LLC 0.14% No change 1,184 $373K
Carret Asset Management, LLC 0.04% No change 1,179 $371K
MY Wealth Management Inc. 0.32% Reduce -2.2% 1,161 $365K
SK Wealth Management, LLC 0.10% Add +0.3% 1,137 $364K
HighMark Wealth Management LLC 0.15% No change 1,152 $363K
BridgePort Financial Solutions, LLC 0.10% Add +0.2% 1,145 $360K
Zacks Investment Management 0.00% Add +0.6% 1,142 $359K
Revolve Wealth Partners, LLC 0.04% Add +0.1% 1,139 $359K
Bouchey Financial Group, Ltd. 0.03% No change 1,136 $358K
Centric Wealth Management 0.08% Reduce -28.3% 1,117 $357K
MainStreet Investment Advisors LLC 0.05% No change 1,135 $357K
MassMutual Private Wealth & Trust, FSB 0.01% No change 1,135 $357K
Ares Financial Consulting, LLC 0.34% — 1,125 $354K
FineMark National Bank & Trust 0.01% Add +64.3% 1,117 $352K
Fisher Asset Management 0.00% Add +45.3% 1,116 $352K
Private Wealth Asset Management, LLC 0.04% No change 1,112 $350K
Fifth Third Wealth Advisors LLC 0.01% Add +11.0% 1,110 $349K
Prospect Financial Group LLC 0.32% No change 1,109 $349K
Allred Capital Management, LLC 0.13% Reduce -6.1% 1,105 $348K
Detalus Advisors, LLC 0.08% Reduce -0.8% 1,103 $347K
Confluence Wealth Services, Inc. 0.01% No change 1,101 $347K
Altiora Financial Group, LLC 0.06% No change 1,100 $346K
Wealth Dimensions Group, Ltd. 0.07% No change 1,095 $345K
Opes Wealth Management LLC 0.06% No change 1,093 $344K
Monograph Wealth Advisors, LLC 0.03% No change 1,093 $344K
Centaurus Financial, Inc. 0.02% No change 1,093 $344K
Fielder Capital Group LLC 0.07% New 1,091 $343K
Innovative Wealth Building LLC 0.25% Add +0.6% 1,091 $343K
Scotia Capital Inc. 0.00% Reduce -1.9% 1,090 $343K
BLVD Private Wealth, LLC 0.30% Reduce -25.5% 1,085 $342K
Stock Yards Bank & Trust Co. 0.01% No change 1,080 $340K
Cornerstone Planning, LLC 0.08% — 1,074 $338K
High Falls Advisors, Inc 0.07% No change 1,073 $338K
Great Lakes Advisors, LLC 0.00% Reduce -7.5% 1,072 $337K
Titleist Asset Management, LLC 0.03% New 1,071 $337K
Strategic Planning, Inc. 0.18% New 1,071 $337K
Curi Capital, LLC 0.01% No change 1,065 $335K
Town Capital LLC 0.27% — 1,063 $335K
Drucker Wealth 3.0, LLC 0.06% Add +11.4% 1,058 $333K
JFS Wealth Advisors, LLC 0.02% Add +0.3% 1,053 $332K
Canal Capital Management, LLC 0.05% Add +0.6% 1,052 $331K
Wealthcare Capital Management LLC 0.03% No change 1,050 $331K
Aerodigm Wealth, LLC 0.13% New 1,049 $330K
Norris Perne & French LLP 0.02% No change 1,048 $330K
Blue Trust, Inc. 0.00% Add +2.4% 1,046 $329K
Next Level Private LLC 0.09% Add +0.1% 1,043 $328K
Heritage Investors Management Corp. 0.01% Reduce -0.1% 1,040 $327K
Revisor Wealth Management LLC 0.09% Add +20.8% 1,030 $327K
Nova R Wealth, Inc. 0.12% No change 1,035 $326K
Disciplined Investments, LLC 0.12% Reduce -6.6% 1,032 $325K
Asset Dedication, LLC 0.02% Reduce -6.8% 1,023 $322K
Calamos Wealth Management LLC 0.01% New 1,023 $322K
Capital Advantage, Inc. 0.04% No change 1,022 $322K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -2.7% 1,019 $321K
Physician Wealth Solutions Inc. 0.14% No change 1,015 $320K
FreeGulliver LLC 0.14% No change 1,014 $319K
Riverwater Partners LLC 0.12% Reduce -6.0% 1,009 $318K
Sachem Hill LLC 0.06% Reduce -3.1% 1,009 $318K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 1,006 $317K
Lazari Capital Management, Inc. 0.11% Add +0.5% 1,005 $316K
Florida Financial Advisors, LLC 0.09% New 1,005 $316K
Hazlett, Burt & Watson, Inc. 0.10% Add +38.7% 1,007 $316K
Gambit Capital Management, LLC 0.23% — 1,002 $315K
Creegan & Nassoura Financial Group, LLC 0.20% No change 1,000 $315K
Avestar Capital, LLC 0.02% No change 1,000 $315K
Equity Wealth Partners, LLC 0.20% Reduce -5.3% 992 $312K
OneAscent Financial Services LLC 0.03% Reduce -95.1% 991 $312K
GAMMA Investing LLC 0.02% No change 988 $311K
Horst & Graben Wealth Management LLC 0.05% No change 986 $310K
TCP Asset Management, LLC 0.05% No change 984 $310K
Lynx Investment Advisory 0.17% Add +0.4% 980 $308K
United Advisor Group, LLC 0.04% Add +12.4% 979 $308K
Diversify Advisory Services, LLC 0.01% Reduce -1.1% 956 $305K
SBI Securities Co., Ltd. 0.01% Add +0.1% 965 $304K
Keb Asset Management, LLC 0.06% No change 964 $303K
Green Ridge Wealth Planning LLC 0.15% — 960 $302K
Valmark Advisers, Inc. 0.00% No change 957 $301K
Hopwood Financial Services, Inc. 0.21% No change 955 $301K
Nalls Sherbakoff Group, LLC 0.22% No change 953 $300K
ArborFi Advisors, LLC 0.24% No change 952 $300K
Strategies Wealth Advisors, LLC 0.03% Add +0.1% 951 $299K
M3 Advisory Group, LLC 0.18% Add +0.5% 942 $296K
Arbor Investment Advisors, LLC 0.04% No change 939 $296K
Dynamic Financial Group 0.25% Add +0.4% 938 $295K
MPWM Advisory Solutions, LLC 0.16% No change 938 $295K
Tradewinds Capital Management, LLC 0.06% No change 935 $294K
Valtinson Bruner Financial Planning LLC 0.08% No change 928 $292K
Wealthspan Partners, LLC 0.10% Add +1.4% 916 $288K
Csenge Advisory Group 0.01% Add +22.5% 914 $288K
Main Street Group, LTD 0.10% Reduce -15.2% 913 $287K
Inscription Capital, LLC 0.03% New 911 $287K
TFB Advisors LLC 0.08% Reduce -2.8% 910 $287K
Global Assets Advisory, LLC 0.08% No change 910 $286K
Consilio Wealth Advisors, LLC 0.08% No change 908 $286K
PFG Advisors 0.01% Reduce -1.3% 908 $286K
Three Bridge Wealth Advisors, LLC 0.08% New 907 $286K
Kapstone Financial Advisors LLC 0.14% New 904 $285K
Davis Wealth Advisors, LLC 0.24% Add +12.6% 904 $285K
Thrive Wealth Management, LLC 0.04% Reduce -3.5% 902 $284K
Signal Advisors Wealth, LLC 0.02% Add +3.2% 901 $284K
Successful Portfolios LLC 0.14% Add +8.4% 886 $284K
Arlington Trust Co LLC 0.03% Add +669.2% 900 $283K
Vanguard Personalized Indexing Management, LLC 0.00% Add +20.1% 898 $283K
Urban Financial Advisory Corp 0.11% Add +0.6% 897 $282K
WealthCare Investment Partners, LLC 0.08% Reduce -10.6% 895 $282K
LRI Investments, LLC 0.02% No change 896 $282K
Summit Global Investments 0.02% Reduce -0.2% 895 $282K
Briaud Financial Planning Inc 0.07% No change 894 $281K
Maia Wealth LLC 0.05% Add +0.1% 896 $281K
Connecticut Wealth Management, LLC 0.01% Reduce -3.1% 891 $280K
Marco Investment Management LLC 0.02% No change 889 $280K
25 LLC 0.09% No change 887 $279K
Welch & Forbes LLC 0.00% No change 884 $278K
Waller Financial Planning Group, Inc. 0.06% Reduce -3.1% 881 $277K
First Merchants Corp. 0.01% Reduce -5.4% 877 $276K
Shayne & Jacobs, LLC 0.08% No change 874 $275K
Cladis Investment Advisory, LLC 0.15% No change 865 $272K
Cooper Financial Group 0.03% No change 863 $272K
Haven Private, LLC 0.12% No change 858 $270K
Fearless Solutions, LLC dba Best Invest 0.16% Reduce -1.7% 857 $270K
Bradley Foster & Sargent Inc. 0.00% No change 857 $270K
Roxbury Financial LLC 0.24% Add +0.1% 855 $269K
NBT Bank, N.A. 0.02% Reduce -7.6% 853 $269K
Thayer Financial, L.L.C. 0.28% — 850 $268K
Hilltop Wealth Advisors, LLC 0.13% Reduce -2.4% 849 $267K
Elevated Financial Group LLC 0.09% — 848 $267K
Compass Planning Associates Inc 0.18% Add +0.5% 846 $266K
CFO4Life Group, LLC 0.04% No change 845 $266K
SilverOak Wealth Management LLC 0.04% No change 842 $265K
Retirement Income Solutions, Inc. 0.04% No change 839 $264K
Bogart Wealth, LLC 0.01% No change 837 $263K
Francis Financial, Inc. 0.05% Reduce -5.4% 836 $263K
Caldwell Sutter Capital, Inc. 0.11% No change 834 $263K
BBR Partners, LLC 0.01% No change 834 $263K
Avion Wealth 0.06% Reduce -2.1% 834 $262K
Visionary Wealth Advisors 0.01% Add +1.7% 830 $261K
DeLarme Wealth Management, Inc. 0.19% — 830 $261K
Cowa, LLC 0.08% No change 829 $261K
Midwest Professional Planners, LTD. 0.06% Reduce -7.4% 829 $261K
Sonoma Private Wealth LLC 0.31% No change 828 $261K
Royal Capital Wealth Management, LLC 0.15% Add +0.6% 825 $260K
Indie Asset Partners, LLC 0.29% No change 824 $259K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 821 $258K
CNB Bank 0.11% No change 820 $258K
Mairs & Power Inc. 0.00% Reduce -47.9% 817 $257K
Aviance Capital Partners, LLC 0.03% No change 814 $256K
Schaeffer Financial LLC 0.22% No change 814 $256K
Verum Partners LLC 0.05% No change 805 $253K
MBA Advisors LLC 0.10% Add +0.1% 805 $253K
Adkins Seale Capital Management LLC 0.25% — 800 $252K
Kera Capital Partners, Inc. 0.03% Add +0.4% 787 $251K
Hoxton Planning & Management, LLC 0.07% Reduce -0.9% 796 $251K
Tanager Wealth Management LLP 0.03% No change 795 $250K
Canvas Wealth Advisors, LLC 0.04% Reduce -16.9% 794 $250K
Golden State Wealth Management, LLC 0.03% No change 792 $249K
AAF Wealth Management, LLC 0.10% Add +0.1% 789 $248K
Advocacy Wealth Management, LLC 0.01% Reduce -28.1% 789 $248K
Silvercrest Asset Management Group LLC 0.00% No change 789 $248K
Heritage Investment Group, Inc. 0.04% No change 787 $248K
Oarsman Capital, Inc. 0.03% Add +4.8% 786 $247K
KERR FINANCIAL PLANNING Corp 0.34% Add +100.0% 794 $247K
IFP Advisors, Inc 0.01% Add +2.9% 784 $247K
Kanawha Capital Management LLC 0.02% No change 782 $246K
Argent Trust Co 0.01% No change 782 $246K
McKinley Carter Wealth Services, Inc. 0.01% Add +0.3% 782 $246K
Fiduciary Trust Co 0.00% Reduce -0.3% 780 $246K
Goodman Advisory Group, LLC 0.06% Reduce -3.2% 777 $245K
Mycio Wealth Partners, LLC 0.05% No change 777 $245K
Covington Investment Advisors Inc. 0.03% No change 776 $244K
Accredited Investors Inc. 0.01% Reduce -8.9% 774 $244K
Triune Financial Partners, LLC 0.06% Add +0.5% 757 $241K
Michels Family Financial, LLC 0.18% Reduce -4.6% 765 $241K
Eaton-Cambridge Inc. 0.08% Reduce -4.1% 764 $241K
Smith Salley Wealth Management 0.01% No change 762 $240K
Fort Sheridan Advisors LLC 0.03% No change 762 $240K
Elevation Point Wealth Partners, LLC 0.01% New 761 $240K
Duncker Streett & Co. Inc. 0.04% No change 761 $240K
Salem Investment Counselors Inc. 0.01% No change 761 $240K
Bellwether Advisors, LLC 0.04% Reduce -13.4% 757 $238K
Howe & Rusling Inc. 0.02% Add +0.3% 753 $237K
Klingman & Associates, LLC 0.01% Reduce -32.2% 753 $237K
Z3 Capital Partners, LLC 0.06% — 751 $236K
Integrity Advisory Solutions, LLC 0.03% No change 751 $236K
Qube Research & Technologies Ltd 0.00% Reduce -30.9% 751 $236K
Flagship Wealth Advisors, LLC 0.07% No change 750 $236K
Narus Financial Partners, LLC 0.07% No change 750 $236K
Harbor Investment Advisory, LLC 0.02% No change 748 $235K
Waddell & Associates, LLC 0.02% No change 747 $235K
Sentinel Pension Advisors, LLC 0.04% No change 746 $235K
Parisi Gray Wealth Management 0.05% Add +0.4% 740 $233K
Diversified Portfolios, Inc. 0.02% No change 739 $233K
Noesis Capital Mangement Corp. 0.03% Reduce -1.7% 737 $232K
Byrne Asset Management LLC 0.13% Add +3.0% 733 $231K
Anson Capital, Inc. 0.17% No change 732 $230K
Everstar Asset Management, LLC 0.12% No change 730 $230K
Investment Research Partners LLC 0.10% No change 727 $229K
Southern Financial Group, LLC 0.07% — 725 $228K
Cornerstone Wealth Management, LLC 0.01% New 722 $227K
TTP Investments, Inc. 0.07% Add +0.3% 722 $227K
ACT Advisors, LLC. 0.09% Add +0.6% 720 $227K
Financial Advisors Network, Inc. 0.03% No change 720 $227K
William Howard & Co Financial Advisors Inc 0.19% Add +0.6% 719 $226K
Facet Wealth, Inc. 0.00% Reduce -19.7% 698 $224K
Sylvest Advisors, LLC 0.12% No change 710 $224K
Certified Advisory Corp 0.02% Add +0.6% 708 $223K
Geneos Wealth Management Inc. 0.01% Add +0.3% 701 $221K
V2 Financial group LLC 0.11% No change 700 $220K
Fonville Wealth Management LLC 0.04% No change 698 $220K
Front Row Advisors LLC 0.07% Reduce -2.3% 696 $219K
Horizon Wealth Management, LLC 0.03% No change 695 $219K
Planning Project LLC 0.05% — 689 $217K
Bourgeon Capital Management LLC 0.04% No change 686 $216K
Fragasso Financial Advisors Inc 0.01% Add +0.3% 683 $215K
Bison Wealth, LLC 0.02% New 717 $215K
LongView Asset Management LLC 0.15% No change 678 $213K
BNC Wealth Management, LLC 0.05% No change 677 $213K
Granite Bay Wealth Management, LLC 0.05% New 675 $213K
Kingsman Wealth Management, Inc. 0.11% Add +0.6% 671 $211K
Associated Banc-Corp 0.01% Reduce -0.9% 669 $211K
Impact Partnership Wealth, LLC 0.03% New 667 $210K
Koshinski Asset Management, Inc. 0.01% No change 667 $210K
Solstein Capital, LLC 0.08% No change 665 $209K
Thoroughbred Financial Services, LLC 0.01% New 665 $209K
Thompson Siegel & Walmsley LLC 0.00% Add +1.2% 661 $208K
Acorn Wealth Advisors, LLC 0.06% Reduce -0.1% 657 $207K
TRUE Private Wealth Advisors 0.02% No change 657 $207K
Fidelis Capital Partners, LLC 0.01% New 655 $206K
Level Four Advisory Services, LLC 0.01% Reduce -15.6% 654 $206K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 653 $206K
Cornerstone Advisory, LLC 0.02% No change 651 $205K
Howland Capital Management LLC 0.01% No change 650 $205K
Clarity Wealth Advisors, LLC 0.04% Reduce -3.4% 650 $205K
Wealthgarden F.S. LLC 0.13% New 635 $203K
Keel Point, LLC 0.01% New 642 $202K
Perennial Investment Advisors, LLC 0.02% Reduce -6.3% 642 $202K
BNP Paribas Financial Markets 0.00% Reduce -44.0% 641 $202K
Rubicon Advisors, GP 0.19% — 639 $201K
Meredith Wealth Planning 0.06% New 636 $200K
Marquette Asset Management, LLC 0.03% Reduce -6.8% 633 $199K
DHJJ Financial Advisors, Ltd. 0.07% Add +0.2% 623 $196K
Godfrey Financial Associates, Inc. 0.17% — 606 $191K
Pinnacle Bancorp, Inc. 0.06% Reduce -0.3% 603 $190K
Ballast Advisors LLC 0.05% Reduce -0.5% 601 $189K
Motco 0.02% Add +35.2% 595 $187K
Clayton Financial Group LLC 0.09% Add +0.3% 586 $184K
Capital Investment Advisory Services, LLC 0.01% Add +43.3% 576 $181K
EverSource Wealth Advisors, LLC 0.01% No change 567 $178K
Strategic Investment Solutions, Inc. 0.04% Reduce -14.6% 566 $178K
Strategic Wealth Advisors LLC 0.15% — 562 $176K
Sankala Group LLC 0.14% — 556 $175K
CVA Family Office, LLC 0.02% No change 535 $168K
Federation des caisses Desjardins du Quebec 0.00% No change 518 $163K
Turim 21 Investimentos Ltda. 0.06% No change 505 $159K
Mogy Joel R Investment Counsel Inc. 0.01% No change 500 $157K
Provenance Wealth Advisors, LLC 0.02% No change 490 $154K
Bernard Wealth Management Corp. 0.06% No change 483 $152K
Lowe Brockenbrough & Co. Inc. 0.01% No change 476 $150K
Colonial Trust Co / SC 0.02% No change 472 $149K
Rossmore Private Capital 0.01% Add +0.4% 463 $146K
United Financial Planning Group LLC 0.09% Reduce -7.2% 461 $145K
Triumph Capital Management 0.03% New 458 $144K
Curio Wealth, LLC 0.05% No change 446 $142K
Beaird Harris Wealth Management, LLC 0.01% No change 450 $142K
Caldwell Trust Co 0.01% Add +7.6% 441 $139K
American Wealth Advisors, LLC 0.14% Add +0.7% 440 $138K
Halbert Hargrove Global Advisors, LLC 0.01% No change 427 $134K
First Horizon Corp. 0.01% No change 423 $133K
Ancora Advisors LLC 0.00% Add +21.6% 422 $133K
Hughes Financial Services, LLC 0.02% No change 418 $132K
Richards, Merrill & Peterson, Inc. 0.05% No change 397 $125K
GoalVest Advisory LLC 0.02% Reduce -40.9% 397 $125K
Hills Bank & Trust Co 0.01% No change 395 $124K
Keating Financial Advisory Services, Inc. 0.02% — 388 $122K
DT Investment Partners, LLC 0.01% Reduce -0.3% 369 $116K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 367 $116K
Grove Bank & Trust 0.01% No change 366 $115K
Cornerstone Financial Management LLC 0.11% — 365 $115K
Dorato Capital Management 0.08% — 353 $112K
Pillar Financial Advisors, LLC 0.07% No change 353 $111K
Integrity Financial Corp 0.06% No change 350 $110K
Delta Asset Management LLC 0.01% Reduce -9.8% 348 $110K
Intelligent Financial Strategies 0.05% No change 346 $109K
Darwin Wealth Management, LLC 0.03% New 345 $109K
Maryland Capital Advisors Inc. 0.04% No change 341 $107K
Twin Lakes Capital Management, LLC 0.05% No change 335 $105K
Evolution Wealth Management Inc. 0.08% Add +218.6% 325 $102K
Horizon Investments, LLC 0.00% Add +81.0% 324 $102K
First Pacific Financial 0.01% Add +0.6% 322 $101K
Ameriflex Group, Inc. 0.05% Reduce -50.0% 311 $98K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 310 $98K
Sound Income Strategies, LLC 0.00% Add +31.3% 306 $97K
Timmons Wealth Management, LLC 0.09% — 305 $96K
one8zero8, LLC 0.02% No change 300 $94K
Country Trust Bank 0.00% No change 296 $93K
Bare Financial Services, Inc 0.03% No change 286 $90K
Birchwood Financial Partners, Inc. 0.09% — 276 $87K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 275 $87K
Colony Family Offices, LLC 0.02% No change 274 $86K
Reyes Financial Architecture, Inc. 0.05% No change 272 $86K
Blue Bell Private Wealth Management, LLC 0.01% No change 267 $84K
Webster Bank, N. A. 0.01% No change 257 $81K
Cary Street Partners Investment Advisory LLC 0.02% Add +553.9% 255 $80K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 251 $79K
Perkins Coie Trust Co 0.01% No change 250 $79K
Granite FO LLC 0.04% No change 243 $76K
JDM Financial Group LLC 0.03% No change 241 $76K
Ameritas Investment Partners, Inc. 0.00% No change 235 $74K
Powell Investment Advisors, LLC 0.02% Add +0.4% 228 $72K
Rice Partnership, LLC 0.01% No change 223 $70K
Wealth Watch Advisors, INC 0.03% New 222 $70K
Comprehensive Financial Planning, Inc. 0.04% No change 214 $68K
Resources Management Corp. /CT/ 0.01% No change 210 $66K
Hantz Financial Services, Inc. 0.00% Reduce -30.6% 209 $66K
Garton & Associates Financial Advisors LLC 0.04% — 208 $65K
Navalign, LLC 0.02% New 204 $64K
ORG Partners LLC 0.01% No change 199 $63K
Colonial Trust Advisors 0.00% Reduce -34.0% 194 $61K
Chilton Capital Management LLC 0.00% No change 189 $59K
Simplex Trading, LLC 0.00% New 187 $59K
Princeton Global Asset Management LLC 0.01% New 183 $58K
Highline Wealth Partners LLC 0.02% No change 182 $57K
Orion Capital Management LLC 0.02% No change 182 $57K
Anchor Investment Management, LLC 0.00% Add +74.0% 174 $55K
MidFirst Bank 0.00% — 172 $54K
Litman Gregory Wealth Management LLC 0.00% New 172 $54K
North Star Investment Management Corp. 0.00% No change 170 $54K
Smartleaf Asset Management LLC 0.00% Add +27.7% 166 $53K
Principia Wealth Advisory, LLC 0.03% No change 166 $52K
Jackson Hole Capital Partners, LLC 0.01% Add +0.6% 166 $52K
Millstone Evans Group, LLC 0.03% No change 160 $50K
Estate Planners Group, LLC 0.02% — 151 $48K
Founders Financial Alliance, LLC 0.01% Reduce -48.2% 145 $46K
Hoertkorn Richard Charles 0.02% Reduce -66.6% 145 $46K
Security National Bank 0.01% No change 144 $45K
Westside Investment Management, Inc. 0.01% No change 143 $45K
Sunbelt Securities, Inc. 0.00% No change 142 $45K
Red Lighthouse Investment Management, LLC 0.02% Reduce -31.1% 142 $45K
Westend Capital Management, LLC 0.01% No change 141 $44K
Red Tortoise LLC 0.02% No change 141 $44K
Wiser Advisor Group LLC 0.05% No change 139 $44K
Field & Main Bank 0.01% No change 138 $43K
GHP Investment Advisors, Inc. 0.00% No change 133 $42K
Vermillion & White Wealth Management Group, LLC 0.02% No change 130 $41K
Steigerwald, Gordon & Koch Inc. 0.00% No change 118 $37K
Crews Bank & Trust 0.01% No change 110 $35K
Consultiva Wealth Management, Corp. 0.09% No change 103 $32K
Reicon Wealth Advisors, LLC 0.02% — 102 $32K
Tripletail Wealth Management, LLC 0.04% No change 100 $31K
Strategic Wealth Partners, Ltd. 0.00% Reduce -4.8% 98 $31K
Optima Capital LLC 0.01% New 95 $30K
Inlight Wealth Management, LLC 0.01% No change 94 $30K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 93 $29K
Angeles Wealth Management, LLC 0.00% Add +222.2% 87 $27K
Van Den Berg Management I, Inc. 0.01% Reduce -44.9% 86 $27K
Compass Financial Services Inc 0.01% No change 84 $26K
Robinswood Financial LLC 0.01% No change 81 $26K
Rosenberg Matthew Hamilton 0.01% No change 80 $25K
International Assets Investment Management, LLC 0.00% New 79 $25K
Hurley Capital, LLC 0.01% No change 79 $25K
WestEnd Advisors, LLC 0.00% New 76 $24K
Broadwater Capital Management LLC 0.02% No change 75 $24K
Tidemark, LLC 0.01% No change 71 $22K
Atlantic Private Wealth, LLC 0.01% No change 64 $20K
Topsail Wealth Management, LLC 0.00% No change 62 $20K
Wolff Wiese Magana LLC 0.01% No change 59 $19K
Crewe Advisors LLC 0.00% New 59 $19K
Archer Investment Corp 0.00% No change 59 $19K
Mark Sheptoff Financial Planning, LLC 0.01% No change 56 $18K
Quaker Wealth Management, LLC 0.01% No change 54 $17K
Whipplewood Advisors, LLC 0.01% No change 53 $17K
Sittner & Nelson, LLC 0.01% No change 51 $16K
Quent Capital, LLC 0.00% New 51 $16K
Financial Perspectives, Inc 0.00% No change 49 $15K
Kilter Group LLC 0.01% Add +46.7% 44 $14K
YANKCOM Partnership 0.01% New 43 $14K
Tucker Asset Management LLC 0.00% Reduce -8.9% 41 $13K
Parkside Financial Bank & Trust 0.00% Reduce -40.0% 36 $11K
PFS Partners, LLC 0.00% Add +3.0% 34 $11K
SOA Wealth Advisors, LLC. 0.00% No change 32 $10K
Exchange Traded Concepts, LLC 0.00% No change 31 $10K
EPG Wealth Management LLC 0.00% No change 28 $9K
Wilkerson Advisory Group LLC 0.00% — 25 $8K
Evermay Wealth Management LLC 0.00% New 25 $8K
Eastern Bank 0.00% New 25 $8K
Townsend Asset Management Corp. /NC/ 0.00% No change 24 $8K
Elevated Capital Advisors, LLC 0.00% New 23 $7K
Coston, McIsaac & Partners 0.00% No change 25 $7K
Hanson & Doremus Investment Management 0.00% Reduce -32.3% 21 $7K
West Financial Advisors, LLC 0.00% No change 22 $7K
Godsey & Gibb, Inc. 0.00% New 21 $7K
Rogco, LP 0.00% No change 20 $6K
Fourth Dimension Wealth, LLC 0.00% Reduce -20.0% 20 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 18 $6K
Osbon Capital Management LLC 0.01% — 18 $6K
Prudent Man Investment Management, Inc. 0.00% Reduce -39.3% 17 $5K
Operose Advisors LLC 0.00% No change 17 $5K
Creative Capital Management Investments LLC 0.00% No change 16 $5K
TCTC Holdings, LLC 0.00% No change 16 $5K
Vision Financial Markets LLC 0.01% No change 16 $5K
Monetary Solutions, Ltd 0.00% — 15 $5K
Global Trust Asset Management, LLC 0.00% New 15 $5K
2UniFi Bank 0.00% No change 14 $4K
GPS Wealth Strategies Group, LLC 0.00% Reduce -52.0% 12 $4K
MCF Advisors LLC 0.00% No change 12 $4K
Central Pacific Bank - Trust Division 0.00% No change 11 $3K
New Republic Capital, LLC 0.00% Add +100.0% 10 $3K
West Branch Capital LLC 0.00% No change 9 $3K
Nvwm, LLC 0.00% No change 8 $3K
Cape Investment Advisory, Inc. 0.00% Add +0.0% 2 $630
Safe Harbor Fiduciary, LLC 0.00% — 1 $315
Farmers & Merchants Investments Inc. 0.00% New 1 $315

"% 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.