Vngrd Mrgstr LRG-Cap ETF-UsdVVETF

13F holders, Q2 2026 (June 30)
1,376holders +56
104new positions
46sold out
5famous investors
$342.23avg. 13F price*

At the end of Q2 2026, 1,376 institutions reported holding Vngrd Mrgstr LRG-Cap ETF-Usd (VV) in their 13F filings, up 56 from Q1 2026. 104 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($6.5B), Creative Planning ($4.1B) and National Mutual Insurance Federation of Agricultural Cooperatives ($2.3B). 5 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 (Q2 2026)
CUSIP
922908637
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions104$455.3M
Exits46$56.6M

All 13F filers, Q1 2026 → Q2 2026: 3,594,606 shares bought and 2,613,721 shares sold, net +980,885 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,376 holders

Jones Financial Companies LLLP 2.59% Add +3.0% 19,222,366 $6.5B
Creative Planning 2.42% Reduce -1.8% 12,039,581 $4.1B
National Mutual Insurance Federation of Agricultural Cooperatives 14.72% No change 6,543,317 $2.3B
UBS Group AG 0.22% Add +0.6% 4,070,787 $1.4B
Vanguard Global Advisers, LLC 0.64% Add +0.3% 4,017,275 $1.4B
Northwestern Mutual Wealth Management Co. 0.52% Reduce -0.4% 2,831,461 $973.8M
Morgan Stanley 0.05% Add +1.6% 2,733,000 $939.9M
Johnson Financial Group, LLC 50.24% Add +6.1% 2,712,195 $932.8M
Bank of America Corp. 0.05% Reduce -8.2% 2,469,480 $849.3M
PNC Financial Services Group, Inc. 0.39% Add +7.4% 2,259,085 $776.9M
Charles Schwab Investment Management Inc. 0.09% Add +2.0% 1,875,177 $644.9M
FMR LLC 0.02% Reduce -1.1% 1,515,972 $521.4M
Envestnet Asset Management Inc. 0.12% Reduce -2.1% 1,507,023 $518.3M
Wells Fargo & Company 0.09% Add +0.9% 1,451,904 $499.3M
Moneta Group Investment Advisors LLC 3.64% Add +4.4% 1,429,481 $491.6M
Wealthquest Corp 27.61% Add +2.6% 1,272,808 $437.7M
Capital Asset Advisory Services LLC 12.67% Reduce -1.9% 1,017,512 $349.9M
Axxcess Wealth Management, LLC 5.55% New 1,014,136 $348.8M
Ameriprise Financial Inc. 0.06% Add +6.7% 901,199 $309.9M
Pathstone Holdings, LLC 0.83% Reduce -0.7% 831,081 $285.8M
Royal Bank of Canada 0.05% Reduce -0.1% 792,396 $272.5M
Voya Financial Advisors, Inc. 23.55% Add +7.7% 783,877 $267.5M
LPL Financial LLC 0.06% Add +4.2% 777,376 $267.3M
Wealthfront Advisers LLC 0.49% Reduce -0.6% 734,110 $252.5M
Vantagepoint Investment Advisers LLC 1.61% Reduce -2.1% 626,682 $215.5M
Mariner, LLC 0.21% Reduce -3.6% 582,014 $200.1M
Wealthspire Advisors, LLC 1.00% Reduce -34.4% 530,162 $182.3M
Cresset Asset Management, LLC 0.66% Reduce -0.6% 526,292 $181.0M
Bleakley Financial Group, LLC 2.30% Reduce -0.8% 524,913 $180.5M
Focus Partners Wealth 0.18% Reduce -1.9% 522,651 $179.7M
Raymond James Financial Inc. 0.05% Reduce -32.2% 519,808 $178.8M
James J. Burns & Company, LLC 18.06% Reduce -1.4% 484,908 $166.8M
Millburn Ridgefield LLC 2.97% Add +2.5% 456,076 $156.8M
Catalyst Capital Advisors LLC 2.60% Add +2.5% 456,076 $156.8M
Coldstream Capital Management Inc. 1.91% Reduce -0.6% 440,838 $151.6M
AlphaCore Capital LLC 2.79% Add +6.7% 440,832 $151.6M
BlackRock, Inc. 0.00% Add +37.7% 438,403 $150.8M
Mason & Associates, LLC 31.12% Add +1.4% 434,857 $149.6M
GeoWealth Management, LLC 4.70% Add +2.0% 434,122 $149.3M
Garde Capital, Inc. 6.64% Reduce -0.0% 430,875 $148.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.49% Reduce -4.3% 416,066 $143.1M
Cetera Investment Advisers 0.12% Add +1.0% 396,398 $136.3M
Baltimore-Washington Financial Advisors, Inc. 5.00% Add +0.6% 387,417 $133.2M
Ballentine Partners, LLC 1.59% Reduce -0.5% 378,686 $130.2M
Heartwood Wealth Advisors LLC 10.07% Add +3.5% 377,107 $129.7M
Fifth Third Bancorp 0.20% Reduce -2.0% 354,534 $121.9M
Goldman Sachs Group Inc. 0.01% Add +0.7% 350,637 $120.6M
Commonwealth Equity Services, LLC 0.15% Reduce -10.2% 344,334 $118.4M
Truepoint, Inc. 2.44% Reduce -3.5% 339,923 $116.9M
Pittenger & Anderson Inc. 4.13% Add +2.8% 335,445 $115.4M
JPMorgan Chase & Co. 0.01% Add +2.8% 324,748 $110.8M
MilWealth Group LLC 22.10% Add +1.9% 301,376 $103.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -27.6% 300,897 $103.5M
Norinchukin Bank, The 1.00% No change 300,000 $103.2M
MML Investors Services, LLC 0.21% Add +14.1% 293,637 $101.0M
Plante Moran Financial Advisors, LLC 4.34% Reduce -5.5% 271,224 $93.3M
Osaic Holdings, Inc. 0.11% Add +22.9% 263,572 $90.7M
Agf Management Ltd. 0.34% Reduce -1.7% 256,630 $88.3M
Captrust Financial Advisors 0.13% Add +0.5% 254,810 $87.6M
Baker Avenue Asset Management, LP 1.63% Reduce -1.8% 248,686 $85.5M
Parallel Advisors, LLC 1.19% Add +6.8% 225,906 $77.7M
Trust Point Inc. 6.45% Add +14.4% 220,883 $76.0M
Cerity Partners LLC 0.09% Reduce -0.6% 211,164 $72.6M
Laird Norton Wetherby Trust Company, LLC 1.30% Add +0.7% 197,038 $67.8M
Transamerica Financial Advisors, LLC 5.66% Reduce -10.3% 194,320 $66.8M
Hurlow Wealth Management Group, Inc. 13.90% Add +2.5% 194,273 $66.8M
TRB Wealth Management, LLC 8.70% Add +1.4% 190,058 $65.4M
QRG Capital Management, Inc. 0.54% Add +6.8% 189,661 $65.2M
Addis & Hill, Inc 35.51% Reduce -11.3% 187,371 $64.4M
Sunflower Bank, N.A. 15.26% Reduce -2.8% 185,626 $63.8M
Corient Private Wealth LP 0.09% Reduce -16.9% 181,940 $62.6M
Juncture Wealth Strategies, LLC 16.25% Reduce -10.6% 181,619 $62.5M
Financial Planning Navigators CORP 23.25% Add +1.2% 180,597 $62.1M
Kathmere Capital Management, LLC 3.19% Add +6.2% 174,662 $60.1M
Quantinno Capital Management LP 0.07% Add +46.5% 171,408 $58.9M
VSM Wealth Advisory, LLC 15.25% Reduce -0.3% 166,932 $57.4M
Acropolis Investment Management, LLC 2.24% Reduce -2.0% 165,136 $56.8M
Cambridge Investment Research Advisors, Inc. 0.13% Add +0.2% 164,122 $56.4M
Badgley Phelps Wealth Managers, LLC 0.98% Add +1.6% 162,359 $55.8M
Mercer Global Advisors Inc. 0.06% Add +3.9% 150,637 $51.8M
Equitable Holdings, Inc. 0.31% Reduce -53.8% 149,692 $51.5M
Betterment LLC 0.09% Reduce -6.8% 147,169 $50.6M
Riversedge Advisors, LLC 6.72% Reduce -0.4% 147,058 $50.6M
JMG Financial Group, Ltd. 1.21% Reduce -1.0% 145,565 $50.1M
Signaturefd, LLC 0.66% Reduce -16.0% 143,737 $49.4M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -0.4% 133,158 $45.9M
Rockefeller Capital Management L.P. 0.07% Add +1.5% 133,137 $45.8M
AQR Capital Management 0.02% Add +21.4% 129,676 $44.6M
Northern Trust Corp. 0.01% Add +1.5% 127,473 $43.8M
Pure Financial Advisors, LLC 0.56% Reduce -0.2% 126,528 $43.5M
Koesten, Hirschmann & Crabtree, INC. 17.70% Add +1.7% 123,599 $42.5M
HighTower Advisors, LLC 0.04% Add +0.9% 117,749 $40.5M
Haverford Trust Co 0.35% Reduce -4.2% 116,422 $40.0M
Sanctuary Advisors, LLC 0.18% Add +415.6% 114,745 $39.5M
Lido Advisors, LLC 0.14% Reduce -41.9% 112,873 $38.8M
SCS Capital Management LLC 0.37% Add +0.1% 112,499 $38.7M
Truist Financial Corp. 0.05% Add +4.0% 111,841 $38.5M
Leavell Investment Management, Inc. 1.38% Reduce -0.0% 109,988 $37.8M
Latigo Investments, LLC 16.70% No change 108,982 $37.5M
Sage Financial Group Inc. 2.02% Reduce -1.3% 106,130 $36.5M
Ieq Capital, LLC 0.16% Reduce -34.6% 103,393 $35.6M
Arbor Wealth Management LLC\AZ 30.47% Add +1.1% 99,704 $34.3M
Janney Montgomery Scott LLC 0.07% New 97,994 $33.7M
Tiaa Trust, National Association 1.98% Reduce -16.7% 97,339 $33.5M
Roble, Belko & Company, Inc 3.51% Add +4.7% 94,428 $32.5M
Miller Investment Management, LP 2.84% Add +4.3% 90,501 $31.1M
TD Capital Management LLC 2.47% Reduce -0.1% 88,001 $30.3M
Beacon Pointe Advisors, LLC 0.14% Reduce -1.0% 87,869 $30.2M
Abound Wealth Management 5.98% Add +2.9% 87,540 $30.1M
Nordwand Advisors, LLC 4.58% Reduce -0.1% 86,950 $29.9M
Sfam, LLC 24.31% Add +0.3% 86,648 $29.8M
NewEdge Advisors, LLC 0.09% Add +6.6% 85,041 $29.2M
James Reed Financial Services, Inc. 22.21% Reduce -1.3% 84,597 $29.1M
Modern Wealth Management, LLC 0.34% Add +1.6% 83,248 $28.6M
Advocate Group LLC 4.26% Reduce -9.4% 82,307 $28.3M
Woodard & Co. Asset Management Group Inc. 4.05% Reduce -30.0% 81,738 $28.1M
Natixis Advisors, LLC 0.03% Add +7.2% 80,088 $27.5M
United Capital Financial Advisors, LLC 0.15% Reduce -0.7% 79,977 $27.5M
BlueSky Wealth Advisors, LLC 3.16% Reduce -1.9% 79,239 $27.3M
Moller Wealth Partners 4.91% Reduce -1.1% 78,984 $27.2M
&partners 0.11% Reduce -27.9% 78,507 $27.0M
NewEdge Wealth, LLC 0.26% Reduce -3.0% 75,712 $26.0M
JNBA Financial Advisors 1.95% Reduce -3.6% 75,027 $25.8M
AssuredPartners Investment Advisors, LLC 2.42% Reduce -0.8% 72,462 $24.9M
Choreo, LLC 0.27% Reduce -1.8% 71,475 $24.6M
Cullen/Frost Bankers, Inc. 0.24% Add +4.4% 70,907 $24.4M
Verus Financial Partners, Inc. 2.07% Reduce -0.1% 70,316 $24.2M
Atria Investments, Inc 0.24% Add +6903.6% 70,246 $24.2M
Kennicott Capital Management LLC 11.18% Reduce -0.7% 70,189 $24.1M
Pinnacle Associates Ltd. 0.26% Reduce -1.2% 69,093 $23.8M
Wheelhouse Advisory Group LLC 6.70% Add +2.5% 69,009 $23.7M
Trustmark Bank Trust Department 1.41% Add +2.7% 68,968 $23.7M
Mb, Levis & Associates, LLC 8.43% Add +0.5% 66,504 $22.9M
Strategic Equity Management 7.66% Add +0.4% 66,322 $22.8M
Arcadia Investment Advisors LLC 9.61% Reduce -1.8% 66,226 $22.8M
Atmos Advisory, LLC 11.68% Add +1.1% 64,964 $22.3M
Texas Capital Bank Wealth Management Services Inc 1.18% Reduce -0.5% 63,953 $22.0M
Wealth Architects, LLC 1.71% Reduce -2.2% 62,994 $21.7M
Investors Research Corp 3.87% Add +4.3% 62,926 $21.6M
Naples Global Advisors, LLC 1.26% Reduce -0.6% 59,560 $20.5M
Box Hill Private Wealth LLC 16.35% Add +3.2% 59,252 $20.4M
Whittier Trust Co. of Nevada Inc. 0.38% Reduce -2.7% 59,000 $20.3M
First Hawaiian Bank 2.51% Reduce -0.8% 57,575 $19.8M
Northern Capital Management, Inc. 8.38% Add +0.3% 57,163 $19.7M
Farrell Financial LLC 10.34% Reduce -1.6% 55,599 $19.1M
Proffitt & Goodson Inc. 2.62% Add +11.6% 55,299 $19.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Reduce -0.1% 55,237 $19.0M
HBK Sorce Advisory LLC 0.36% Reduce -0.1% 51,906 $18.4M
Madison Asset Management, LLC 0.22% Add +6.8% 53,398 $18.4M
Sequoia Financial Advisors, LLC 0.09% Reduce -1.1% 53,392 $18.4M
TFC Financial Management, Inc. 2.03% Add +3.9% 53,307 $18.3M
Smithfield Trust Co 0.73% Reduce -0.3% 53,178 $18.3M
IF Advisors, LLC 12.01% Add +8.2% 53,135 $18.3M
Alliancebernstein L.P. 0.01% Add +13.8% 61,058 $18.2M
Riverpoint Wealth Management Holdings, LLC 3.23% Add +1.6% 51,059 $17.6M
CX Institutional 0.51% Reduce -3.5% 51,008 $17.5M
Blueprint Investment Partners LLC 1.46% Reduce -1.3% 50,748 $17.5M
Blueprint Financial Advisors LLC 1.94% Reduce -1.3% 50,692 $17.4M
Stifel Financial Corp. 0.01% Reduce -0.2% 49,813 $17.1M
US Bancorp \de 0.02% Add +2.8% 49,798 $17.1M
Savant Capital, LLC 0.05% Add +114.2% 52,882 $17.1M
Chatham Capital Group, Inc. 2.17% Reduce -1.7% 49,491 $17.0M
Integris Wealth Management, LLC 3.41% Reduce -4.5% 49,080 $16.9M
Headinvest, LLC 3.15% Add +3.9% 49,037 $16.9M
Kestra Advisory Services, LLC 0.05% Add +2.1% 48,958 $16.8M
Integrated Wealth Concepts LLC 0.11% Reduce -2.1% 48,648 $16.7M
Founders Grove Wealth Partners, LLC 3.30% Add +0.7% 48,108 $16.5M
Intergy Private Wealth, LLC 3.81% Add +4.4% 48,026 $16.5M
TIAA Wealth Investment Management LLC 0.11% Add +92.0% 48,206 $16.4M
Baird Financial Group, Inc. 0.02% Reduce -2.5% 47,644 $16.4M
Alesco Advisors, LLC, An ESL Co 0.38% Reduce -1.3% 47,631 $16.4M
Biltmore Family Office, LLC 2.12% Reduce -0.2% 46,994 $16.2M
IMA Advisory Services, Inc. 1.01% Reduce -82.0% 47,559 $16.1M
D.A. Davidson & Co. 0.09% Add +2.2% 46,557 $16.0M
Capital Advisors, Ltd. LLC 1.61% Add +3.6% 46,353 $15.9M
Amtrust Financial Services, Inc. 4.68% No change 45,800 $15.8M
Total Investment Management Inc. 1.65% Reduce -13.9% 45,639 $15.7M
Procyon Advisors, LLC 0.67% No change 45,127 $15.5M
Idaho Trust Co 4.52% Add +8.2% 44,948 $15.5M
Bank of New York Mellon Corp 0.00% Add +12.5% 44,883 $15.4M
Destination Wealth Management 0.36% Add +1.2% 44,692 $15.4M
Moneywise, Inc. 5.73% Reduce -2.0% 44,629 $15.3M
Kestra Private Wealth Services, LLC 0.17% Add +0.2% 44,218 $15.2M
Private Advisor Group, LLC 0.07% Add +14.8% 43,793 $15.1M
Daner Wealth Management, LLC 8.16% Reduce -1.5% 41,989 $15.0M
Leeward Financial Partners, LLC 3.94% Add +2.6% 43,665 $15.0M
MAI Capital Management 0.06% Reduce -3.8% 43,422 $14.9M
Keybank National Association 0.05% Reduce -3.2% 43,096 $14.8M
Fusion Family Wealth, LLC 0.97% Reduce -1.3% 42,544 $14.6M
Farther Finance Advisors, LLC 0.11% Add +0.8% 42,368 $14.6M
Financial Engines Advisors L.L.C. 0.03% Reduce -2.3% 41,328 $14.2M
Citizens Financial Group Inc. 0.17% Add +25.2% 41,064 $14.1M
Capital Planning LLC 4.07% Reduce -0.1% 40,666 $14.0M
Gotham Asset Management 0.03% No change 39,538 $13.6M
Assetmark, Inc. 0.02% Reduce -10.6% 39,489 $13.6M
Brighton Jones LLC 0.25% Add +0.2% 39,369 $13.5M
Wedmont Private Capital 0.37% Reduce -0.3% 38,862 $13.5M
Allworth Financial LP 0.06% Reduce -0.8% 39,285 $13.5M
Brown Advisory Inc. 0.02% Add +0.3% 39,280 $13.5M
Black Diamond Financial, LLC 1.18% Add +103.7% 39,003 $13.4M
Venture Visionary Partners LLC 0.37% Add +0.8% 38,940 $13.4M
Cornerstone Advisors Asset Management, LLC 1.73% Reduce -0.1% 38,548 $13.3M
Blackston Financial Advisory Group, LLC 7.44% Reduce -2.5% 38,389 $13.2M
Tarbox Family Office, Inc. 1.89% No change 38,385 $13.2M
Gibraltar Capital Management, Inc. 2.01% Reduce -2.7% 37,690 $13.0M
Cranbrook Wealth Management, LLC 2.35% Reduce -3.2% 36,449 $12.5M
HB Wealth Management, LLC 0.07% Reduce -18.9% 35,686 $12.3M
Patriot Investment Management Group, Inc. 0.70% Reduce -4.0% 35,323 $12.1M
Gibson Capital, LLC 1.98% Reduce -0.7% 35,064 $12.1M
BIP Wealth, LLC 0.34% Add +1.9% 34,602 $11.9M
Plancorp, LLC 0.29% Reduce -7.4% 34,485 $11.9M
Tortoise Investment Management, LLC 0.88% Add +0.6% 34,519 $11.9M
Continuum Advisory, LLC 0.96% Reduce -7.3% 34,384 $11.8M
Integrated Advisors Network LLC 0.54% Reduce -1.2% 34,200 $11.8M
Whittier Trust Co. 0.12% Reduce -0.5% 33,923 $11.7M
City Holding Co. 1.31% Add +14.2% 33,585 $11.5M
Northeast Investment Management 0.42% No change 32,990 $11.3M
SC&H Financial Advisors, Inc. 1.48% Reduce -1.7% 32,349 $11.1M
Ledyard National Bank 0.89% Reduce -2.9% 32,155 $11.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.52% Add +0.9% 31,752 $10.9M
Merit Financial Group, LLC 0.07% Add +4.9% 31,716 $10.9M
Stratos Wealth Partners, LTD. 0.11% Reduce -0.1% 31,672 $10.9M
Apella Capital, LLC 0.15% Reduce -0.6% 31,624 $10.9M
TD Private Client Wealth LLC 0.20% Add +16.9% 31,576 $10.9M
Downshift Financial, LLC 4.89% Add +0.1% 31,347 $10.8M
Quadrant Capital Group LLC 0.29% No change 30,557 $10.5M
Mayport, LLC 1.60% Reduce -0.6% 29,933 $10.3M
Armbruster Capital Management, Inc. 1.53% Reduce -0.3% 29,828 $10.3M
Balentine LLC 0.36% Reduce -4.6% 29,665 $10.2M
Transcend Capital Advisors, LLC 0.68% Reduce -3.5% 29,277 $10.1M
Nwam LLC 0.50% Add +0.9% 29,272 $10.1M
Ironwood Financial, llc 1.55% Reduce -2.8% 28,751 $9.9M
Valeo Financial Advisors, LLC 0.21% Reduce -0.0% 28,600 $9.8M
Novak & Powell Financial Services, Inc. 4.61% Reduce -0.6% 28,465 $9.8M
BLB&B Advisors, LLC 0.35% Reduce -0.7% 28,157 $9.7M
Councilor Wealth, LLC 3.88% Add +7.6% 27,871 $9.6M
1900 Wealth Management LLC 0.53% Reduce -0.8% 27,548 $9.5M
Bank of Montreal 0.00% Reduce -2.9% 27,074 $9.3M
Orin Green Financial, LLC 3.41% Reduce -2.7% 26,876 $9.2M
Redwood Family Wealth LLC 8.16% Reduce -0.4% 26,786 $9.2M
Daymark Wealth Partners, LLC 0.22% Add +45.7% 26,574 $9.1M
Texas Yale Capital Corp. 0.20% No change 26,567 $9.1M
O'shaughnessy Asset Management, LLC 0.04% Reduce -41.0% 26,354 $9.1M
CacheTech Inc. 1.45% Reduce -1.0% 26,112 $9.0M
Fairway Wealth LLC 2.03% Reduce -3.3% 25,840 $8.9M
Cary Street Partners Financial LLC 0.19% Reduce -0.8% 49,025 $8.8M
Sherry Group, Inc. 8.59% Reduce -0.8% 25,838 $8.8M
SageView Advisory Group, LLC 0.28% Reduce -1.0% 25,180 $8.7M
Soundwatch Capital LLC 0.96% Reduce -0.4% 25,068 $8.6M
Gradient Capital Advisors, LLC 1.98% Reduce -1.5% 24,826 $8.5M
Glenview Trust Co 0.12% No change 24,392 $8.4M
Bessemer Group Inc. 0.01% Add +164.2% 24,356 $8.4M
Adams Wealth Management 1.59% Reduce -0.9% 24,209 $8.3M
Ausdal Financial Partners, Inc. 0.33% Reduce -0.8% 24,114 $8.3M
Patron Partners, LLC 3.18% Add +4.6% 24,063 $8.3M
Flagship Harbor Advisors, LLC 0.32% Add +1.7% 24,050 $8.3M
Clearstead Advisors, LLC 0.08% Reduce -50.0% 23,734 $8.2M
Simmons Bank 0.47% Reduce -10.7% 23,708 $8.2M
Pitcairn Wealth Advisors LLC 0.89% Add +47.1% 23,699 $8.2M
Park Avenue Securities LLC 0.05% New 23,502 $8.1M
Beacon Capital Management, LLC 1.17% Reduce -6.3% 23,303 $8.0M
Great Valley Advisor Group, Inc. 0.13% Reduce -1.9% 23,141 $8.0M
Harbour Investments, Inc. 0.11% Add +1.2% 22,821 $7.8M
Pinnacle Wealth Management Advisory Group, LLC 0.46% Reduce -2.2% 22,444 $7.7M
N.E.W. Advisory Services LLC 0.51% Reduce -5.8% 22,382 $7.7M
Marietta Wealth Management, LLC 0.79% Reduce -0.2% 22,363 $7.7M
Dorsey & Whitney Trust CO LLC 0.37% Add +1.9% 22,271 $7.7M
Kendall Capital Management 1.26% Reduce -0.0% 22,069 $7.6M
Savvy Advisors, Inc. 0.16% Add +6.3% 21,966 $7.6M
Red Wave Investments LLC 1.91% Add +7.7% 21,827 $7.5M
CENTRAL TRUST Co 0.13% Reduce -1.1% 21,610 $7.4M
Kohmann Bosshard Financial Services, LLC 0.63% Add +0.7% 21,436 $7.4M
Sage Financial Management Group, Inc. 2.02% Reduce -5.6% 21,357 $7.3M
Human Investing LLC 0.94% Reduce -8.9% 21,133 $7.3M
Modera Wealth Management, LLC 0.08% Reduce -1.9% 21,073 $7.2M
Intrust Bank NA 0.53% Reduce -1.0% 20,736 $7.1M
Cascade Financial Partners, LLC 0.62% Reduce -0.8% 20,716 $7.1M
Pioneer Wealth Management Group 1.70% Reduce -3.5% 20,475 $7.0M
Kingswood Wealth Advisors, LLC 0.28% Reduce -0.5% 20,220 $7.0M
Arax Advisory Partners 0.05% Add +123.6% 20,004 $6.9M
AE Wealth Management LLC 0.03% Add +85.8% 19,934 $6.9M
OneAscent Financial Services LLC 0.33% Reduce -1.7% 19,871 $6.8M
Lodestar Private Asset Management LLC 0.59% Reduce -2.0% 19,803 $6.8M
Oppenheimer & Co. Inc. 0.07% Reduce -1.6% 19,655 $6.8M
Commerce Bank 0.03% Add +0.5% 19,641 $6.8M
Obsidian Cio, LLC 4.95% Add +5.5% 19,352 $6.7M
Retirement Capital Strategies 2.28% New 19,055 $6.6M
Ritholtz Wealth Management 0.10% Add +15.3% 18,854 $6.5M
Prime Buchholz LLC 2.30% Reduce -16.1% 18,564 $6.4M
Ifrah Financial Services, Inc. 1.55% Reduce -0.9% 18,504 $6.4M
Bawa N Mallick Trust 2.06% No change 18,500 $6.4M
Compound Planning, Inc. 0.16% Reduce -0.3% 18,224 $6.3M
Mission Wealth Management, LP 0.08% Reduce -0.0% 17,893 $6.2M
Avior Wealth Management, LLC 0.16% Reduce -2.9% 17,791 $6.1M
Renaissance Technologies 0.01% Add +401.9% 17,665 $6.1M
Riverview Trust Co 7.23% No change 17,649 $6.1M
Vanguard National Trust Co 0.33% Reduce -5.5% 17,576 $6.0M
EP Wealth Advisors, LLC 0.02% Add +6.3% 17,530 $6.0M
Magnolia Capital Advisors LLC 1.02% Reduce -0.2% 17,355 $6.0M
Rehmann Capital Advisory Group 0.27% Add +6.7% 17,112 $5.9M
Mather Group, Llc. 0.05% Add +0.0% 16,816 $5.8M
Vontobel Holding Ltd. 0.02% Reduce -1.7% 16,768 $5.8M
Brooklyn FI, LLC 1.06% Add +0.6% 16,732 $5.8M
Sendero Wealth Management, LLC 0.57% Add +22.8% 16,727 $5.8M
Citigroup Inc. 0.00% Add +2.7% 16,717 $5.7M
Steward Partners Investment Advisory, LLC 0.03% Add +75.8% 16,711 $5.7M
Objective Capital Management, LLC 5.02% Reduce -0.8% 16,450 $5.7M
Warwick Investment Management, Inc. 0.63% Reduce -0.0% 16,434 $5.7M
Xcelsior Advisor Partners LLC 0.74% Reduce -2.8% 16,342 $5.6M
BOK Financial Private Wealth, Inc. 0.29% No change 16,328 $5.6M
PDS Planning, Inc 0.32% Add +0.9% 16,309 $5.6M
Seal Cove Capital, LLC 4.30% Reduce -5.0% 16,292 $5.6M
Infinity Wealth Counsel, LLC 4.50% Add +2.7% 16,187 $5.6M
Transcendent Capital Group LLC 2.16% Reduce -0.5% 16,176 $5.6M
Glenmede Trust Co. NA 0.02% Reduce -0.1% 15,930 $5.5M
Tumwater Wealth Management, LLC 1.95% Reduce -0.3% 15,651 $5.4M
Glassman Wealth Services 0.64% Reduce -0.6% 15,643 $5.4M
J.W. Cole Advisors, Inc. 0.09% New 15,603 $5.4M
One Capital Management, LLC 0.15% No change 17,933 $5.4M
ATLas Financial Planning LLC 4.32% Add +4.6% 15,483 $5.3M
Kingsview Wealth Management, LLC 0.06% Reduce -0.2% 15,430 $5.3M
Simon Quick Advisors, LLC 0.21% Reduce -4.6% 15,196 $5.2M
IFG Advisory, LLC 0.18% New 15,141 $5.2M
Evanson Financial, LLC 0.25% — 15,082 $5.2M
McAdam, LLC 0.20% Reduce -24.3% 15,002 $5.2M
WASHINGTON TRUST Co 0.16% Reduce -5.2% 14,960 $5.1M
Johnson Wealth Management, LLC 2.18% Reduce -2.6% 14,942 $5.1M
PCG Wealth Advisors, LLC 1.14% Add +3.7% 14,897 $5.1M
Aspiriant, LLC 0.13% Add +2.5% 14,815 $5.1M
Twin Focus Capital Partners, LLC 0.52% Add +2.1% 14,776 $5.1M
WBH Advisory Inc. 0.33% Add +2.9% 14,122 $4.9M
First National Bank of Omaha 0.14% Reduce -0.7% 14,226 $4.9M
Range Advisory, LLC 0.58% Add +12.1% 14,104 $4.9M
Evercore Wealth Management, LLC 0.07% No change 14,100 $4.8M
Caprock Group, LLC 0.09% Add +0.1% 13,830 $4.8M
RCW Management, LLC 4.12% Add +2.0% 13,354 $4.6M
Sax Wealth Advisors, LLC 0.19% Add +2.3% 15,315 $4.6M
TD Waterhouse Canada Inc. 0.01% Reduce -2.3% 13,160 $4.5M
Gainplan LLC 1.77% Reduce -1.5% 13,071 $4.5M
SoundView Advisors Inc. 1.46% Add +0.1% 12,994 $4.5M
CIBC Bancorp USA Inc. 0.01% Add +134.6% 12,822 $4.4M
Topel & Distasi Wealth Management, LLC 2.11% Reduce -2.4% 12,693 $4.4M
Global Retirement Partners, LLC 0.07% — 12,638 $4.3M
Phillips Financial Management, LLC 0.32% Reduce -0.6% 12,632 $4.3M
SigFig Wealth Management, LLC 0.12% Reduce -4.8% 12,715 $4.3M
Watershed Private Wealth LLC 1.22% No change 12,610 $4.3M
L.K. Benson & Company, P.C. 1.31% Add +7.0% 12,599 $4.3M
Vanguard Advisers Inc. 0.01% Add +9.6% 12,575 $4.3M
Trust Co 0.39% No change 12,548 $4.3M
Financial Insights, Inc. 1.16% Add +1.4% 12,461 $4.3M
Jim Saulnier & Associates, LLC 1.71% Add +1468.9% 12,394 $4.3M
Interactive Financial Advisors, Inc. 2.60% Add +8.2% 13,407 $4.3M
Zhang Financial LLC 0.12% Add +0.8% 12,192 $4.2M
Envestnet Portfolio Solutions, Inc. 0.02% Add +10.1% 12,187 $4.2M
Roundview Capital LLC 0.23% Reduce -1.3% 12,156 $4.2M
SWP Financial LLC 1.93% Reduce -4.7% 12,132 $4.2M
Concurrent Investment Advisors, LLC 0.04% Add +26.5% 12,109 $4.2M
PCA Investment Advisory Services Inc. 1.16% Add +4.4% 12,099 $4.2M
Beaumont Financial Advisors, LLC 0.26% Reduce -0.6% 12,072 $4.2M
Bragg Financial Advisors, Inc 0.11% Reduce -2.5% 12,029 $4.1M
Kelman-Lazarov, Inc. 0.54% Add +1.4% 11,986 $4.1M
Capital Squared Financial LLC 2.68% Reduce -0.4% 11,929 $4.1M
Fiducient Advisors LLC 0.58% No change 11,863 $4.1M
Royal Fund Management, LLC 0.34% Reduce -2.2% 11,862 $4.1M
Sapient Capital LLC 0.05% Reduce -1.6% 11,809 $4.1M
Lifeworks Advisors, LLC 0.42% Add +30.2% 11,739 $4.0M
Atticus Wealth Management, LLC 0.96% Reduce -0.4% 11,729 $4.0M
Wilmington Savings Fund Society, FSB 0.09% Reduce -0.5% 11,662 $4.0M
Thrivent Financial for Lutherans 0.01% Add +39.6% 11,618 $4.0M
Fortem Financial Group, LLC 0.81% Add +4.0% 11,531 $4.0M
Coppell Advisory Solutions LLC 0.33% New 22,639 $3.9M
FC Advisory LLC 1.03% Add +5.6% 11,354 $3.9M
SouthState Bank Corp 0.16% No change 11,321 $3.9M
Parsons Capital Management Inc. 0.18% Reduce -0.7% 11,296 $3.9M
ARK & TLK Investments, LLC 0.96% Reduce -1.2% 11,267 $3.9M
Summit Financial, LLC 0.04% Add +3.7% 11,199 $3.9M
Sheets Smith Wealth Management 0.38% No change 11,019 $3.8M
Jump Financial, LLC 0.04% New 10,995 $3.8M
St. Louis Trust Co 0.42% Add +2.7% 65,816 $3.7M
Principal Securities, Inc. 0.04% Add +0.6% 10,737 $3.7M
Neuberger Berman Group LLC 0.00% No change 10,693 $3.7M
Waverly Advisors, LLC 0.02% Add +35.0% 10,681 $3.7M
NORTHSTAR ASSET MANAGEMENT Co 0.68% Add +0.7% 10,675 $3.6M
Cantor Fitzgerald Investment Advisors L.P. 0.24% Add +1.7% 10,528 $3.6M
Obermeyer Wealth Partners 0.15% No change 10,489 $3.6M
Dahring | Cusmano LLC 1.90% Reduce -0.7% 10,452 $3.6M
Cardiff Park Advisors, LLC 0.28% Add +0.1% 10,358 $3.6M
First Community Trust NA 1.59% Add +5.8% 10,226 $3.5M
Ashton Thomas Private Wealth, LLC 0.07% Reduce -0.6% 10,151 $3.5M
World Investment Advisors 0.06% Add +1.2% 11,403 $3.5M
Krilogy Financial LLC 0.10% Add +0.5% 10,071 $3.5M
Nicolet Bankshares Inc. 0.11% Reduce -4.0% 9,947 $3.4M
Brown Brothers Harriman & Co. 0.01% No change 9,963 $3.4M
Financial Planning Fort Collins, LLC 2.70% Reduce -2.5% 9,882 $3.4M
Flower City Capital 1.50% Add +5.5% 9,884 $3.4M
Glass Jacobson Investment Advisors llc 1.05% Add +0.5% 9,845 $3.4M
Summit Trail Advisors, LLC 0.04% Add +15.6% 9,807 $3.4M
Freestone Capital Holdings, LLC 0.09% Add +6.0% 9,757 $3.4M
William Mack & Associates, Inc. 1.18% Add +0.1% 9,732 $3.3M
Financial Alternatives, Inc 1.65% No change 9,723 $3.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.62% Reduce -0.1% 9,714 $3.3M
Astra Wealth Partners LLC 1.86% Add +0.6% 9,694 $3.3M
Alley Investment Management Company, LLC 0.38% Reduce -1.9% 9,360 $3.2M
Mathes Company, Inc. 1.00% Add +10.2% 9,322 $3.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.32% Add +6.6% 9,311 $3.2M
Aptus Capital Advisors, LLC 0.02% Reduce -6.0% 9,301 $3.2M
Founders Financial Securities LLC 0.16% Reduce -1.1% 9,300 $3.2M
AMG National Trust Bank 0.07% Add +0.0% 9,260 $3.2M
IHT Wealth Management, LLC 0.07% Reduce -4.5% 9,259 $3.2M
Sculati Wealth Management, LLC 1.05% Reduce -2.5% 9,220 $3.2M
Boston Family Office LLC 0.19% Reduce -0.4% 9,131 $3.1M
Wiser Wealth Management, Inc 0.60% Reduce -0.4% 9,083 $3.1M
Vise Technologies, Inc. 0.04% Add +97.5% 9,075 $3.1M
McClarren Financial Advisors, Inc. 1.60% No change 9,003 $3.1M
Prospera Financial Services Inc 0.04% Reduce -0.0% 8,926 $3.1M
YHB Investment Advisors, Inc. 0.19% Reduce -1.4% 8,846 $3.0M
Independent Financial Group, LLC 0.06% Add +6.9% 8,840 $3.0M
Fortitude Advisory Group L.L.C. 1.16% Reduce -2.3% 8,812 $3.0M
Peapack Gladstone Financial Corp. 0.03% Add +1.3% 8,810 $3.0M
Franklin, Parlapiano, Turner & Welch, LLC 0.68% No change 8,770 $3.0M
M&T Bank Corp 0.01% Reduce -0.5% 8,749 $3.0M
Charles Schwab Trust Co 0.17% No change 8,739 $3.0M
Partners in Financial Planning 0.45% Add +0.1% 8,718 $3.0M
Essex Financial Services, Inc. 0.15% Add +73.5% 8,683 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -1.2% 8,676 $3.0M
Pinnacle Financial Group, LLC / IL 0.72% Reduce -0.5% 8,636 $3.0M
Ameritas Advisory Services, LLC 0.06% Add +103.7% 8,580 $3.0M
Blankinship & Foster, LLC 0.60% Reduce -1.4% 8,574 $2.9M
Meramec Financial Planners, LLC 1.04% Reduce -1.1% 8,379 $2.8M
Fidelis Capital Partners, LLC 0.16% New 8,280 $2.8M
Focus Partners Advisor Solutions, LLC 0.02% Add +6.3% 8,052 $2.8M
Franklin Resources Inc. 0.00% Add +27.7% 8,030 $2.8M
GW&K Investment Management, LLC 0.02% No change 7,867 $2.7M
Caitlin John, LLC 1.46% Reduce -25.3% 7,725 $2.7M
Stone Summit Wealth LLC 0.67% No change 7,704 $2.6M
Athena Investment Management 1.57% Reduce -15.1% 7,699 $2.6M
Sei Investments Co. 0.00% Add +5.0% 7,677 $2.6M
W1M Asset Management Ltd 0.02% No change 7,678 $2.6M
Boston Trust Walden Corp 0.02% No change 7,645 $2.6M
Sand Hill Global Advisors, LLC 0.08% Reduce -1.5% 7,600 $2.6M
Bluestem Financial Advisors, LLC 0.91% Reduce -8.3% 7,590 $2.6M
Medallion Wealth Advisors, LLC 0.82% Reduce -51.9% 7,582 $2.6M
Balanced Rock Investment Advisors LLC 1.63% Reduce -4.8% 7,579 $2.6M
Market Street Wealth Management Advisors LLC 0.37% Reduce -1.6% 7,576 $2.6M
Lanark Financial, Inc. 0.17% Add +1.0% 7,442 $2.6M
Uptick Partners, LLC 0.40% Reduce -0.3% 7,418 $2.6M
Burling Wealth Partners, LLC 0.37% Add +1.3% 7,409 $2.5M
Nations Financial Group Inc, /Ia/ 0.12% Add +0.2% 7,370 $2.5M
Oxford Financial Group, LTD. LLC 0.13% No change 7,352 $2.5M
Argos Wealth Advisors, LLC 0.66% No change 7,275 $2.5M
Advisory Services Network, LLC 0.03% Add +3.0% 7,249 $2.5M
Strategic Financial Concepts, LLC 0.74% Add +0.2% 7,240 $2.5M
Howard Wealth Management, LLC 0.92% Reduce -3.4% 7,234 $2.5M
Sage Mountain Advisors LLC 0.15% Add +0.0% 7,194 $2.5M
Sequent Asset Management, LLC 1.03% No change 7,127 $2.5M
Retirement Planning Group, LLC 0.06% Reduce -5.3% 7,025 $2.4M
Great Point Wealth Advisors, LLC 0.39% No change 7,016 $2.4M
Luminist Capital LLC 2.72% Add +5.5% 7,004 $2.4M
Joel Isaacson & Co., LLC 0.07% Reduce -3.8% 6,962 $2.4M
TABR Capital Management, LLC 2.03% Add +3.2% 6,936 $2.4M
Hartmann Taylor Wealth Management, LLC 1.58% No change 7,972 $2.4M
Studio Investment Management LLC 0.40% Add +30.9% 6,821 $2.3M
Seamount Financial Group Inc. 0.94% Reduce -0.8% 6,789 $2.3M
Vident Advisory, LLC 0.02% New 6,765 $2.3M
Greenspring Advisors, LLC 0.13% No change 6,761 $2.3M
S.A. Mason LLC 0.71% Add +0.1% 6,756 $2.3M
Scott & Selber, Inc. 0.49% Add +0.2% 6,704 $2.3M
Fairman Group, LLC 1.77% Add +0.3% 6,555 $2.3M
Empower Advisory Group, LLC 0.01% Add +20.1% 6,511 $2.2M
FSM Wealth Advisors, LLC 0.24% Add +12.0% 6,505 $2.2M
Legacy Advisors, LLC 0.21% No change 6,503 $2.2M
Bell Investment Advisors, Inc 0.33% Add +65.7% 6,458 $2.2M
Cassaday & Co Wealth Management LLC 0.04% Reduce -0.3% 6,442 $2.2M
Staley Capital Advisers Inc. 0.09% Reduce -0.5% 6,426 $2.2M
Legacy Private Trust Co. 0.12% No change 6,274 $2.2M
AdvisorNet Financial, Inc 0.10% Reduce -4.1% 6,269 $2.2M
Davidson Trust Co. 0.84% No change 6,256 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +4.5% 6,247 $2.1M
Mustard Seed Financial, LLC 1.10% Reduce -0.3% 6,155 $2.1M
Arkadios Wealth Advisors 0.03% Add +4.2% 6,085 $2.1M
Berger Financial Group, Inc 0.11% No change 6,078 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -1.5% 6,061 $2.1M
RTD Financial Advisors, Inc. 0.23% Reduce -5.3% 6,025 $2.1M
KM Capital Management Ltd. 0.97% New 6,010 $2.1M
UMB Bank, n.a. 0.03% No change 6,009 $2.1M
American Investment Services, Inc. 0.43% Add +0.7% 5,955 $2.0M
Asempa Wealth Advisors 1.55% Add +0.3% 5,921 $2.0M
Harbor Asset Planning, Inc. 1.53% Add +0.2% 5,909 $2.0M
DBK Financial Counsel, LLC 1.70% Reduce -0.1% 5,908 $2.0M
Mystic Asset Management, Inc. 0.43% Add +2.2% 5,869 $2.0M
Capital Investment Advisors, LLC 0.03% Reduce -0.3% 5,829 $2.0M
Orser Capital Management, LLC 0.99% Add +7.5% 5,820 $2.0M
Center for Financial Planning, Inc. 0.19% Add +0.1% 5,779 $2.0M
Versant Capital Management, Inc 0.18% Add +0.0% 5,777 $2.0M
Brown, Lisle/Cummings, Inc. 0.44% No change 5,755 $2.0M
Alerus Financial NA 0.09% No change 5,705 $2.0M
General Partner, Inc. 1.05% No change 5,700 $2.0M
Secure Asset Management, LLC 0.27% Reduce -8.6% 5,680 $2.0M
Pallas Capital Advisors LLC 0.06% Add +1.5% 5,674 $2.0M
Miller Capital Partners, Inc. 0.76% No change 5,647 $1.9M
Waldron Private Wealth LLC 0.07% No change 5,632 $1.9M
Grandfield & Dodd, LLC 0.10% No change 5,630 $1.9M
Measured Wealth Private Client Group, LLC 0.47% Add +0.2% 5,601 $1.9M
Blair William & Co. 0.01% Add +0.7% 5,586 $1.9M
Capital Management Associates, Inc 0.39% No change 5,581 $1.9M
Empirical Asset Management, LLC 0.43% Reduce -52.9% 5,578 $1.9M
Maseco LLP 0.05% Reduce -5.2% 5,564 $1.9M
Chicago Partners Investment Group LLC 0.04% Add +2.9% 5,611 $1.9M
CFS Investment Advisory Services, LLC 0.13% Reduce -4.1% 5,515 $1.9M
Balboa Wealth Partners 0.26% Add +0.3% 5,490 $1.9M
HRT Financial LP 0.00% Reduce -15.2% 5,479 $1.9M
Ellenbecker Investment Group 0.22% Reduce -12.3% 5,461 $1.9M
Rebalance, LLC 0.10% No change 5,449 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -0.3% 5,433 $1.9M
Innovative Asset Advisors Group, LLC 0.82% Add +5.0% 5,430 $1.9M
Private Management Group Inc. 0.05% No change 5,421 $1.9M
Forum Financial Management, LP 0.02% No change 5,417 $1.9M
B. Riley Wealth Advisors, Inc. 0.10% Add +2.8% 5,458 $1.9M
Next Capital Management LLC 0.50% No change 5,376 $1.8M
Composition Wealth, LLC 0.02% Reduce -0.0% 5,355 $1.8M
Olistico Wealth, LLC 0.79% Add +0.0% 5,348 $1.8M
Portside Wealth Group, LLC 0.21% New 5,336 $1.8M
Cahaba Wealth Management, Inc. 0.11% Add +0.0% 5,328 $1.8M
Dakota Wealth Management 0.03% Reduce -5.2% 5,308 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -1.3% 5,273 $1.8M
Fortis Capital Management LLC 0.20% No change 5,256 $1.8M
Thomasville National Bank 0.10% — 5,251 $1.8M
Snowden Capital Advisors LLC 0.04% Add +2.7% 5,244 $1.8M
Systelligence, LLC 0.30% Reduce -85.4% 5,234 $1.8M
SeaCrest Wealth Management, LLC 0.20% Add +0.0% 5,222 $1.8M
Sloy Dahl & Holst, LLC 0.22% Reduce -0.5% 5,171 $1.8M
Maridea Wealth Management LLC 0.19% Add +29.9% 5,166 $1.8M
Avidian Wealth Enterprises, LLC 0.05% No change 5,092 $1.8M
Greenleaf Trust 0.02% Add +12.1% 5,091 $1.8M
Mosaic Family Wealth Partners, LLC 0.12% No change 5,075 $1.7M
Round Rock Advisors LLC 0.22% No change 5,039 $1.7M
Physician Wealth Advisors, Inc. 0.21% Add +0.7% 5,017 $1.7M
Earned Wealth Advisors, LLC 0.11% New 4,987 $1.7M
Wellspring Financial Advisors, LLC 0.11% Add +0.0% 4,958 $1.7M
GSG Advisors LLC 0.37% Add +0.1% 4,949 $1.7M
Mgo One Seven LLC 0.03% Reduce -4.1% 4,921 $1.7M
Annex Advisory Services, LLC 0.03% Reduce -1.4% 4,918 $1.7M
Larson Financial Group LLC 0.04% Add +6.1% 4,911 $1.7M
Calder Financial LLC 1.59% Reduce -0.5% 4,896 $1.7M
Choate Investment Advisors 0.03% No change 4,883 $1.7M
Battery Global Advisors, LLC 0.84% No change 4,880 $1.7M
Lodestone Wealth Management LLC 0.59% Add +0.3% 4,862 $1.7M
Manuka Financial, LLC 0.86% No change 4,837 $1.7M
Tsfg, LLC 0.21% Add +0.0% 4,828 $1.7M
Eagle Strategies LLC 0.16% Reduce -7.2% 4,816 $1.7M
CWA Asset Management Group, LLC 0.05% Add +3.4% 4,803 $1.7M
Belpointe Asset Management LLC 0.05% Add +15.0% 4,802 $1.7M
Brandywine Oak Private Wealth LLC 0.13% No change 4,789 $1.6M
Gill Capital Partners, LLC 0.43% No change 4,765 $1.6M
EnRich Financial Partners LLC 0.39% Reduce -13.7% 4,757 $1.6M
Mutual Advisors, LLC 0.03% Reduce -0.6% 4,687 $1.6M
Midwest Trust Co 0.02% Reduce -4.8% 4,682 $1.6M
Cedarwood Wealth LLC 1.21% Add +0.3% 4,656 $1.6M
Key Financial Inc 0.26% No change 4,641 $1.6M
Pathway Financial Advisors LLC 0.19% Reduce -5.4% 4,651 $1.6M
Perigon Wealth Management, LLC 0.03% Reduce -0.0% 4,637 $1.6M
Bokf, NA 0.02% No change 4,613 $1.6M
Advocate Investing Services LLC 1.22% No change 4,600 $1.6M
Summit Wealth Group LLC / Co. 0.13% No change 4,580 $1.6M
Nicholas Hoffman & Company, LLC. 0.03% No change 4,538 $1.6M
GenTrust, LLC 0.06% No change 4,532 $1.6M
Sagespring Wealth Partners, LLC 0.02% Reduce -5.2% 4,514 $1.6M
Angeles Wealth Management, LLC 0.07% Add +3818.3% 4,506 $1.5M
Endeavor Private Wealth, Inc. 0.37% No change 4,481 $1.5M
WealthCollab, LLC 0.56% No change 4,475 $1.5M
Rwa Wealth Partners, LLC 0.01% Add +64.0% 4,472 $1.5M
Pinnacle Financial Partners, Inc. 0.01% Reduce -10.5% 4,466 $1.5M
MontVue Capital Management, Inc. 0.87% No change 4,407 $1.5M
Appleton Partners Inc. 0.09% No change 4,403 $1.5M
Anchor Capital Advisors LLC 0.04% Reduce -1.7% 4,361 $1.5M
Ted Buchan & Co 0.49% Reduce -0.3% 4,349 $1.5M
FAS Wealth Partners, Inc. 0.08% Add +0.0% 4,349 $1.5M
Destiny Wealth Partners, LLC 0.21% Reduce -0.0% 4,348 $1.5M
Wedbush Securities Inc. 0.04% Reduce -8.5% 4,282 $1.5M
Orion Porfolio Solutions, LLC 0.01% Reduce -12.1% 4,152 $1.4M
Quadcap Wealth Management, LLC 0.14% Add +0.3% 4,147 $1.4M
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +1.4% 4,140 $1.4M
Pacific Financial Group Inc. 0.68% No change 4,126 $1.4M
Evolve Private Wealth, LLC 0.09% Reduce -14.1% 4,118 $1.4M
Flputnam Investment Management Co. 0.02% No change 4,115 $1.4M
Advisors Capital Management, LLC 0.02% Reduce -0.1% 4,084 $1.4M
AlTi Global, Inc. 0.03% New 4,053 $1.4M
Pachira Investments Inc. 0.52% Reduce -1.1% 4,031 $1.4M
Sigma Planning Corp 0.03% Reduce -0.9% 4,019 $1.4M
Lee Danner & Bass Inc. 0.08% Reduce -2.4% 3,993 $1.4M
First Trust Advisors LP 0.00% Reduce -34.1% 3,960 $1.4M
Fiduciary Advisors, Inc. 0.92% Reduce -0.5% 3,958 $1.4M
Vista Capital Partners, Inc. 0.12% Reduce -17.0% 3,954 $1.4M
Merited Wealth, LLC 0.96% Add +10.1% 3,947 $1.4M
Stephens Inc. 0.02% Add +3.1% 3,931 $1.4M
Life Planning Partners, Inc 1.00% Reduce -23.6% 3,929 $1.4M
David J Yvars Group 0.65% Add +1.1% 3,844 $1.3M
Capital Analysts, LLC 0.03% Add +0.3% 3,836 $1.3M
Silverlake Wealth Management LLC 0.25% Reduce -6.2% 3,825 $1.3M
Entrewealth, LLC 0.48% Reduce -5.6% 3,694 $1.3M
Seven Post Investment Office LP 0.37% No change 3,800 $1.3M
Tenzing Financial LLC 0.90% Reduce -1.7% 3,771 $1.3M
Wescott Financial Advisory Group, LLC 0.10% Add +0.3% 3,791 $1.3M
Wealthcare Advisory Partners LLC 0.02% Reduce -41.9% 3,757 $1.3M
Tradewinds, LLC. 0.29% New 1,253 $1.3M
American Money Management, LLC 0.18% Add +0.1% 3,748 $1.3M
Aspen Wealth Management LLC 0.22% Add +0.3% 3,744 $1.3M
Madrid Wealth Management, LLC 0.84% No change 3,717 $1.3M
Foundations Investment Advisors, LLC 0.01% Add +16.3% 3,709 $1.3M
Abacus Planning Group, Inc. 0.16% Reduce -0.4% 3,667 $1.3M
Berkeley Capital Partners, LLC 0.26% Add +0.0% 3,665 $1.3M
Diversify Advisory Services, LLC 0.02% New 3,704 $1.3M
Diversify Wealth Management, LLC 0.02% Add +14.8% 3,704 $1.3M
Clark Capital Management Group, Inc. 0.01% No change 3,654 $1.3M
XTX Topco Ltd 0.02% Reduce -59.3% 3,640 $1.3M
Lutz Financial Services LLC 0.08% Reduce -1.3% 3,628 $1.2M
Valley Forge Investment Consultants Inc. Adv 0.32% Add +0.3% 3,628 $1.2M
Triad Wealth Partners, LLC 0.07% Add +68.3% 3,559 $1.2M
Core Wealth Advisors, Inc. 0.25% No change 3,580 $1.2M
Tranquility Partners, LLC 0.42% Reduce -2.8% 3,553 $1.2M
Avestar Capital, LLC 0.07% No change 3,547 $1.2M
Benjamin Edwards Inc. 0.01% Add +48.9% 3,540 $1.2M
Stevens Capital Partners 0.23% Reduce -0.3% 3,534 $1.2M
Plum Street Advisors, LLC 0.39% No change 3,510 $1.2M
High Net Worth Advisory Group LLC 0.26% Add +0.1% 3,501 $1.2M
Liberty Square Wealth Partners LLC 0.29% No change 3,501 $1.2M
Johnson Bixby & Associates, LLC 0.13% New 3,501 $1.2M
Aspen Investment Management Inc 0.32% Add +0.1% 3,493 $1.2M
Kirtland Hills Capital Management, LLC 0.34% No change 3,489 $1.2M
Cypress Wealth Services, LLC 0.15% No change 3,479 $1.2M
Laurel Oak Wealth Management, LLC 0.17% No change 3,466 $1.2M
Acorn Financial Advisory Services Inc. 0.16% Reduce -2.0% 3,447 $1.2M
Morton Capital Management LLC 0.16% No change 3,445 $1.2M
Oakworth Capital, Inc. 0.06% No change 3,435 $1.2M
Interchange Capital Partners, LLC 0.22% Add +1.0% 3,422 $1.2M
Synergy Financial Group, LTD 0.85% Reduce -24.0% 3,421 $1.2M
WealthPlan Investment Management, LLC 0.06% Add +2.9% 3,396 $1.2M
Johnson Investment Counsel Inc. 0.01% Reduce -3.4% 3,345 $1.2M
WealthTrust Asset Management, LLC 0.62% Reduce -2.5% 3,340 $1.1M
Meridian Wealth Management, LLC 0.04% Reduce -26.7% 3,335 $1.1M
Chilton Investment Co. Inc. 0.03% No change 3,319 $1.1M
Spire Wealth Management 0.03% Add +0.2% 3,304 $1.1M
Keystone Financial Group 0.07% Add +4.4% 3,303 $1.1M
Evergreen Capital Management LLC 0.02% Reduce -0.7% 3,297 $1.1M
Journey Beyond Wealth, LLC 0.88% Add +0.0% 3,291 $1.1M
Diversified Trust Co. 0.02% Add +61.8% 3,289 $1.1M
Grandview Asset Management LLC 0.28% Reduce -8.3% 3,264 $1.1M
BSW Wealth Partners 0.12% No change 3,250 $1.1M
Trivium Point Advisory, LLC 0.10% New 3,248 $1.1M
Pennington Partners & Co., LLC 0.36% Add +0.0% 3,228 $1.1M
Breakwater Investment Management 0.38% Reduce -1.8% 3,220 $1.1M
Van Hulzen Asset Management, LLC 0.08% Reduce -42.9% 3,210 $1.1M
Golden Bell Financial Planning LLC 0.81% Reduce -3.6% 3,195 $1.1M
RHS Financial, LLC 0.44% New 3,161 $1.1M
Essex Bank 0.23% Reduce -5.6% 3,160 $1.1M
Primoris Wealth Advisors, LLC 0.49% No change 3,153 $1.1M
Mayflower Financial Advisors, LLC 0.09% No change 3,125 $1.1M
Cibc World Market Inc. 0.00% Add +332.8% 3,125 $1.1M
Sowell Financial Services LLC 0.04% Add +45.6% 3,125 $1.1M
NorthRock Partners, LLC 0.02% Reduce -15.1% 3,122 $1.1M
Atwater Malick LLC 0.23% No change 3,098 $1.1M
Cozad Asset Management Inc. 0.07% Add +24.6% 3,095 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.10% Reduce -0.3% 3,093 $1.1M
Stratos Investment Management, LLC 0.04% Reduce -0.9% 3,079 $1.1M
Daybright Advisory Services, Inc. 0.25% Add +0.3% 3,073 $1.1M
Rodgers & Associates, LTD 0.10% No change 3,067 $1.1M
Madison Wealth Partners, Inc 0.13% Add +3.6% 3,062 $1.1M
Stillwater Private Wealth, LLC 0.68% Add +96.9% 2,938 $1.0M
Jacobi Capital Management LLC 0.05% No change 3,009 $1.0M
Root Financial Partners, LLC 0.04% Reduce -0.1% 3,008 $1.0M
Canvas Wealth Advisors, LLC 0.14% Reduce -13.7% 3,004 $1.0M
Liberty Wealth Management LLC 0.13% No change 3,427 $1.0M
Walkner Condon Financial Advisors LLC 0.12% Reduce -0.1% 2,968 $1.0M
Astoria Strategic Wealth, Inc. 0.23% No change 2,967 $1.0M
Verdence Capital Advisors LLC 0.05% Add +0.2% 2,966 $1.0M
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -2.2% 2,946 $1.0M
Farmers National Bank 0.21% Reduce -4.9% 2,934 $1.0M
Focus Financial Network, Inc. 0.03% Reduce -14.8% 2,931 $1.0M
Trust Co. of Vermont 0.04% — 2,920 $1.0M
Carnegie Investment Counsel 0.02% Add +0.1% 2,920 $1.0M
Red Door Wealth Management, LLC 0.09% Add +0.2% 2,908 $1.0M
GEN Financial Management, INC. 0.60% No change 2,904 $999K
Western Wealth Management, LLC 0.03% Reduce -2.3% 2,888 $993K
Old Mission Investment Co LLC 0.21% Reduce -6.7% 2,880 $990K
Breakwater Capital Group 0.12% Reduce -0.0% 2,878 $990K
Fee-Only Financial Planning, L.C. 0.53% Reduce -2.6% 2,850 $980K
Wealth Enhancement Trust Services, Inc. 0.11% No change 2,846 $979K
Clarity Capital Advisors, LLC 0.41% Add +0.3% 2,844 $978K
Cahill Financial Advisors Inc. 0.09% Add +0.0% 2,841 $977K
Values Added Financial LLC 0.35% No change 2,801 $963K
Elwood & Goetz Wealth Advisory Group, LLC 0.14% New 2,791 $960K
Dynamic Advisor Solutions LLC 0.03% Reduce -18.8% 2,789 $959K
RCS Financial Planning, LLC 0.45% No change 2,781 $956K
Traphagen Investment Advisors LLC 0.07% Reduce -4.0% 2,775 $954K
Opus Capital Group, LLC 0.09% No change 2,764 $951K
Meridian Wealth Advisors, LLC 0.11% No change 2,750 $946K
CGC Financial Services, LLC 0.21% No change 2,731 $939K
City State Bank 0.21% Reduce -0.9% 2,728 $938K
Coastline Trust Co 0.08% Reduce -1.3% 2,728 $938K
Strathmore Capital Advisors, Inc. 0.25% No change 2,721 $937K
Compass Ion Advisors, LLC 0.08% No change 2,659 $914K
Bailard, Inc. 0.02% No change 2,648 $911K
Essex LLC 0.14% Reduce -1.8% 2,635 $906K
Goldstein Advisors, LLC 0.08% No change 2,628 $904K
Brookstone Capital Management 0.01% Add +10.8% 2,624 $903K
Everpar Advisors LLC 0.26% Add +7.1% 2,623 $902K
Rockwood Wealth Management, LLC 0.06% No change 2,610 $898K
Equity Wealth Partners, LLC 0.32% Add +19.7% 2,606 $896K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -3.4% 2,589 $890K
Tower Research Capital LLC (TRC) 0.02% Add +9.2% 2,588 $890K
Apollon Financial, LLC 0.10% No change 2,563 $881K
Embree Financial Group 0.09% Reduce -0.6% 2,556 $879K
Prairie Advisory, LLC 0.21% — 2,552 $878K
Arista Wealth Management, LLC 0.09% No change 2,546 $876K
RDA Financial Network 0.19% Add +0.9% 2,538 $873K
Simplicity Wealth,LLC 0.03% Reduce -64.8% 2,537 $873K
Clearview Wealth Management LLC 0.56% Add +2.4% 2,519 $866K
LPWM LLC 0.19% Reduce -2.0% 2,476 $852K
Apollon Wealth Management, LLC 0.01% Reduce -10.0% 2,474 $851K
Signature Estate & Investment Advisors LLC 0.02% Reduce -63.2% 2,474 $851K
FF Advisors,LLC 0.32% No change 2,471 $850K
Kapstone Financial Advisors LLC 0.36% Add +3.8% 2,467 $848K
Sovran Advisors, LLC 0.06% Reduce -0.2% 2,485 $847K
CGN Advisors LLC 0.06% Reduce -4.0% 2,459 $846K
XY Planning Network, Inc. 0.10% Add +0.1% 2,421 $832K
Foster Group, Inc. 0.02% Add +24.9% 2,419 $832K
Define Financial, LLC 0.38% Add +0.3% 2,415 $831K
Three Bearings Fiduciary Advisors, Inc. 0.74% No change 2,411 $829K
Fullerton Advisors, LLC 0.77% Add +0.2% 2,409 $829K
MBM Wealth Consultants, LLC 0.16% No change 2,395 $824K
McDonough Capital Management, Inc 0.41% Reduce -1.2% 2,389 $822K
United Asset Strategies, Inc. 0.06% Add +0.6% 2,373 $816K
Tower Bridge Advisors 0.07% No change 2,368 $814K
Amicus Financial Advisors, LLC 0.20% Reduce -4.5% 2,364 $813K
Gateway Investment Advisers LLC 0.01% New 2,356 $810K
Bay Capital Advisors, LLC 0.43% Reduce -8.4% 2,356 $810K
Salomon & Ludwin, LLC 0.07% Reduce -5.7% 2,351 $807K
Venturi Wealth Management, LLC 0.03% No change 2,348 $807K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -5.8% 2,346 $807K
Atlantic Union Bankshares Corp 0.01% Add +5.5% 2,336 $803K
Hardy Reed LLC 0.05% No change 2,323 $799K
Fortis Capital Advisors, LLC 0.09% Add +9.7% 2,320 $798K
Select Asset Management & Trust 0.23% Reduce -2.0% 2,312 $795K
Glen Eagle Advisors, LLC 0.10% Add +3.6% 2,306 $793K
Awm Capital, LLC 0.06% No change 2,296 $790K
71 West Capital Partners 0.03% Add +5.3% 2,295 $789K
Beacon Financial Strategies CORP 0.39% Reduce -0.7% 2,289 $787K
Old National Bancorp 0.02% Add +2.6% 2,280 $784K
Centric Wealth Management 0.12% Add +99.9% 2,251 $772K
Avant Capital LLC 0.48% Reduce -1.3% 2,227 $766K
Keystone Wealth Services, LLC 0.14% Reduce -0.3% 2,220 $763K
BetterWealth, LLC 0.13% No change 2,208 $759K
Becker Capital Management Inc. 0.02% No change 2,205 $758K
HM Payson & Co. 0.01% No change 2,199 $756K
PFG Investments, LLC 0.03% Add +8.5% 2,196 $755K
Winthrop Advisory Group LLC 0.05% Add +0.1% 2,194 $754K
Norden Group LLC 0.06% Reduce -5.1% 2,183 $751K
Gladstone Institutional Advisory LLC 0.02% Reduce -4.4% 2,179 $749K
Bernardo Wealth Planning LLC 0.13% No change 2,160 $743K
Ariadne Wealth Management, LP 0.33% No change 2,158 $742K
Pine Harbor Wealth Management, LLC 0.20% No change 2,155 $741K
Western Financial Corp 0.22% No change 2,146 $738K
Scharf Investments, LLC 0.02% Add +213.4% 2,131 $733K
Novare Capital Management LLC 0.05% Reduce -7.2% 2,126 $731K
Darden Wealth Group Inc 0.29% No change 2,121 $729K
Cathy Pareto & Associates, Inc. 0.43% Add +1.6% 2,119 $729K
Rezny Wealth Management, Inc. 0.13% Reduce -1.9% 2,119 $729K
Manhattan West Asset Management, LLC 0.12% New 2,114 $727K
Rinkey Investments 0.17% No change 2,110 $726K
Briggs Wealth Management, Inc 0.66% No change 2,090 $719K
First Foundation Advisors 0.03% Add +0.3% 2,086 $717K
CreativeOne Wealth, LLC 0.02% Reduce -8.4% 2,072 $713K
Relyea Zuckerberg Hanson LLC 0.06% No change 2,057 $707K
Quartz Partners, LLC 0.23% No change 2,037 $701K
True North Advisors, LLC 0.07% No change 2,029 $698K
Bank Ozk 0.21% Add +4.1% 2,017 $694K
Facet Wealth, Inc. 0.01% Add +87.8% 2,011 $692K
Bridgewater Advisors Inc. 0.04% No change 1,975 $689K
Envision Financial LLC 0.32% Add +0.1% 2,002 $689K
Rockbridge Investment Management, LCC 0.06% No change 2,000 $688K
Coquina Private Wealth LLC 0.46% No change 1,982 $682K
Geometric Wealth Advisors 0.07% New 1,980 $681K
Cypress Capital Group 0.06% Reduce -7.1% 1,979 $681K
Legacy Edge Advisors, LLC 0.06% No change 1,975 $679K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -2.8% 1,969 $677K
Portland Financial Advisors Inc 1.24% Add +1.2% 1,969 $677K
Ethos Financial Group, LLC 0.05% Add +0.8% 2,015 $676K
CoreCap Advisors, LLC 0.02% Add +11.9% 1,965 $676K
Ballast Financial Advisors LLC 0.61% Add +2.9% 1,961 $674K
Bensler, LLC 0.06% Reduce -6.9% 1,958 $673K
Beckerman Institutional, LLC 0.32% No change 1,957 $673K
Karnit Road Accident Victims Compensation Fund 0.38% No change 1,950 $671K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.1% 1,940 $667K
Slow Capital, Inc. 0.08% Reduce -20.5% 1,936 $666K
Nuveen, LLC 0.00% New 1,936 $666K
SMI Advisory Services, LLC 0.11% Reduce -2.2% 1,918 $664K
Advantage Trust Co 0.23% Reduce -5.4% 1,930 $664K
Granite Bay Wealth Management, LLC 0.06% Add +183.6% 1,920 $660K
True Link Financial Advisors, LLC 0.04% Reduce -4.5% 1,904 $655K
Regal Investment Advisors LLC 0.03% Add +0.1% 1,902 $654K
Vista Investment Management 0.20% No change 1,900 $653K
Certuity, LLC 0.03% No change 1,897 $652K
Burk Holdings LLC 0.24% No change 1,877 $646K
New England Private Wealth Advisors LLC 0.06% Add +0.1% 1,893 $645K
Gateway Wealth Partners, LLC 0.04% Reduce -70.9% 1,867 $642K
Eastern Bank 0.01% Reduce -4.0% 1,846 $635K
Waters Parkerson & Co., LLC 0.03% Add +12.2% 1,844 $634K
Petix & Botte Co 0.13% Add +100.0% 1,838 $632K
Capital Group Private Client Services, Inc. 0.01% Add +0.1% 1,831 $630K
Junk Investment Group, LLC 0.28% Reduce -8.8% 1,831 $630K
IFG Advisors, LLC 0.09% Add +41.3% 1,826 $628K
Perennial Investment Advisors, LLC 0.04% New 1,818 $625K
Evolution Advisers, Inc. 0.23% Reduce -0.7% 1,816 $624K
PUREfi Wealth, LLC 0.34% No change 1,807 $621K
Chokshi & Queen Wealth Advisors, Inc 0.29% No change 1,800 $619K
Mason Investment Advisory Services, Inc. 0.02% No change 1,782 $613K
White Lighthouse Investment Management Inc. 0.08% Reduce -0.3% 1,779 $612K
Aletheian Wealth Advisors LLC 0.26% No change 1,771 $609K
Cherry Tree Wealth Management, LLC 0.11% Reduce -1.6% 1,763 $606K
Weaver Consulting Group 0.12% Add +0.5% 1,751 $602K
ETF Store, Inc. 0.50% Add +0.2% 1,745 $600K
BWM Planning, LLC 0.14% No change 1,739 $598K
Passive Capital Management, LLC. 0.19% No change 1,892 $596K
Eaton-Cambridge Inc. 0.17% Reduce -2.6% 1,715 $590K
Tru Independence Asset Management 2, LLC 0.32% No change 1,692 $582K
Private Trust Co. NA 0.05% No change 1,688 $581K
Shufro Rose & Co. LLC 0.03% No change 1,680 $578K
RFG Advisory, LLC 0.01% Reduce -1.3% 1,677 $577K
LongView Wealth Management 0.15% Reduce -10.4% 1,676 $577K
Stenger Family Office, LLC 0.09% Reduce -6.8% 1,673 $575K
SHP Wealth Management 0.04% No change 1,663 $572K
Peak Retirement Planning, Inc. 0.09% No change 1,655 $569K
Fiduciary Financial Advisors 0.06% Add +109.4% 1,654 $569K
Retirement Planning Co of New England, Inc. 0.20% Reduce -3.3% 1,652 $568K
IFC & Insurance Marketing, Inc. 0.50% Add +0.1% 1,647 $567K
Droms Strauss Advisors Inc. /Mo/ 0.13% New 1,642 $565K
Mitchell Capital Management Co. 0.08% Reduce -0.6% 1,595 $549K
Creative Financial Designs Inc. 0.03% Add +6.3% 1,592 $548K
C M Bidwell & Associates Ltd. 0.22% Reduce -7.0% 1,590 $547K
Moss Adams Wealth Advisors LLC 0.03% Add +3.0% 1,579 $543K
PKS Advisory Services, LLC 0.09% New 1,579 $543K
M.E. Allison & Co., Inc. 0.31% No change 1,577 $542K
Yoder Wealth Management, Inc. 0.21% Reduce -0.6% 1,570 $540K
Highland Capital Management, LLC 0.02% No change 1,560 $537K
GreatBanc Trust CO 0.33% Add +6.2% 1,538 $529K
Pinnacle Wealth Planning Services, Inc. 0.05% Reduce -2.3% 1,537 $528K
First Financial Bank - Trust Division 0.04% No change 1,529 $526K
PGIM Custom Harvest LLC 0.01% Add +12.0% 1,512 $520K
Claro Advisors Inc. 0.05% No change 1,511 $520K
Abacus Wealth Partners, LLC 0.05% Reduce -4.4% 1,511 $520K
Napier Financial, LLC 0.11% No change 1,497 $515K
Index Fund Advisors, Inc. 0.02% Add +8.0% 1,494 $514K
Legacy Financial Group, Inc. 0.12% No change 1,493 $513K
Eaton Financial Holdings Company, LLC 0.14% Add +8.3% 1,483 $510K
Delta Financial Advisors LLC 0.12% Reduce -15.6% 1,483 $510K
Trust Co of the South 0.07% Reduce -10.0% 1,482 $510K
Oak Harvest Investment Services 0.05% Add +0.3% 1,481 $509K
Strategic Blueprint, LLC 0.03% Reduce -2.1% 1,472 $506K
Centennial Advisors, LLC 0.60% New 1,472 $506K
Catalyst Financial Partners LLC 0.05% No change 1,470 $506K
Stanley-Laman Group, Ltd. 0.05% No change 1,469 $505K
Woodward Financial Advisors, Inc. 0.17% — 1,465 $504K
Capital Advisors Inc. 0.01% No change 1,464 $503K
WealthCare Investment Partners, LLC 0.12% Add +2.5% 1,461 $502K
Beacon Wealthcare LLC 0.16% No change 1,445 $497K
Johnson Financial Group, Inc. 0.02% No change 1,441 $496K
Indiana Trust & Investment Management Co 0.14% Add +12.8% 1,441 $496K
Financial Futures Ltd Liability Co. 0.19% No change 1,439 $495K
Legacy Trust 0.09% No change 1,435 $494K
Wellington Grp LLC 0.13% No change 1,434 $493K
Expressive Wealth LLC 0.46% No change 1,419 $488K
Redwood Financial Network Corp 0.27% Reduce -4.6% 1,418 $488K
D. E. Shaw & Co. 0.00% New 1,416 $487K
KFA Private Wealth Group, LLC 0.12% Add +15.7% 1,413 $486K
Bearing Point Capital, LLC 0.07% Add +7.2% 1,413 $486K
Verus Capital Partners, LLC 0.03% Reduce -10.4% 1,408 $484K
Archvest Wealth Advisors, Inc. 0.28% Add +0.3% 1,406 $483K
Seven Springs Wealth Group, LLC 0.11% No change 1,400 $481K
HighPoint Advisor Group LLC 0.02% Add +2.3% 1,397 $480K
Flagship Wealth Advisors, LLC 0.11% Add +86.1% 1,396 $480K
Graves Light Lenhart Wealth, Inc. 0.04% No change 1,394 $480K
American Trust 0.04% No change 1,392 $479K
My Personal CFO, LLC 0.19% No change 1,391 $478K
Werba Rubin Papier Wealth Management 0.06% Add +4.9% 1,387 $477K
Hudson Oak Wealth Advisory LLC 0.37% Add +1.2% 1,382 $475K
Acima Private Wealth, LLC 0.14% No change 1,380 $475K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -6.7% 1,374 $473K
Oak Asset Management, LLC 0.15% No change 1,361 $468K
First Heartland Consultants, Inc. 0.03% Reduce -0.8% 1,347 $463K
Pacific Excel Wealth Advisors, Inc. 0.18% New 1,340 $461K
Heritage Family Offices, LLP 0.18% Add +60.1% 1,340 $461K
HUB Investment Partners, LLC 0.01% No change 1,329 $457K
Hazlett, Burt & Watson, Inc. 0.12% Add +17.8% 1,330 $454K
Rialto Wealth Management, LLC 0.09% Add +0.2% 1,315 $452K
Principle Wealth Partners LLC 0.02% No change 1,310 $451K
Prime Capital Investment Advisors, LLC 0.00% No change 1,307 $449K
WealthShield Partners, LLC 0.07% Reduce -26.1% 1,295 $445K
SteelPeak Wealth, LLC 0.01% New 1,293 $445K
Fiduciary Group, LLC 0.03% Reduce -0.4% 1,290 $444K
Wedgewood Investors Inc. 0.45% No change 1,287 $443K
Griffith & Werner, Inc. 0.21% New 1,279 $440K
Peterson Wealth Advisors, LLC 0.05% Reduce -0.2% 1,276 $439K
Piscataqua Savings Bank 0.29% Reduce -40.4% 1,267 $436K
Bluespring Wealth Management, LLC 0.01% New 1,264 $435K
Indivisible Partners 0.02% New 1,256 $432K
Greenwood Capital Associates LLC 0.04% No change 1,250 $430K
Factor Wealth Management LTD 0.07% Reduce -40.0% 1,250 $430K
Oxbow Advisors, LLC 0.04% No change 1,249 $430K
Crescent Grove Advisors, LLC 0.04% Reduce -1.1% 1,246 $429K
StoneX Group Inc. 0.02% Add +0.6% 1,233 $424K
Stonebridge Financial Group, LLC 0.06% — 1,234 $424K
Fifth Third Wealth Advisors LLC 0.01% Add +10.8% 1,230 $423K
BridgePort Financial Solutions, LLC 0.11% No change 1,226 $422K
Courage Miller Partners, LLC 0.11% No change 1,219 $419K
Barlow Wealth Partners, LLC 0.05% No change 1,220 $419K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -7.3% 1,211 $417K
SkyOak Wealth, LLC 0.07% No change 1,203 $414K
Zacks Investment Management 0.00% Add +4.9% 1,201 $413K
Creekside Partners 0.15% Add +0.1% 1,200 $413K
Crescent Sterling, Ltd. 0.37% Reduce -44.2% 1,200 $413K
Ironsides Asset Advisors, LLC 0.10% No change 1,200 $413K
Newton One Investments LLC 0.10% Reduce -6.9% 1,199 $412K
Prosperity Planning, Inc. 0.13% Reduce -4.0% 1,192 $410K
Harvest Investment Services, LLC 0.06% Reduce -4.8% 1,192 $410K
Trevian Wealth Management LLC 0.17% No change 1,190 $409K
Maripau Wealth Management LLC 0.15% Add +14.9% 1,186 $408K
Cornerstone Management, Inc. 0.06% Reduce -3.0% 1,184 $407K
Kiley Juergens Wealth Management, LLC 0.06% Reduce -16.0% 1,184 $407K
WNY Asset Management, LLC 0.04% No change 1,183 $407K
Stone Loft Wealth Management LLC 0.23% Add +0.3% 1,168 $406K
Carret Asset Management, LLC 0.04% No change 1,179 $405K
One Wealth Advisors, LLC 0.04% Reduce -7.8% 1,177 $405K
Integrity Wealth Solutions LLC 0.15% Reduce -1.2% 1,175 $404K
First Manhattan Co. Llc. 0.00% No change 1,164 $400K
Ascent Group, LLC 0.01% Reduce -5.8% 1,163 $400K
Goelzer Investment Management, Inc. 0.02% No change 1,162 $400K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -16.9% 1,162 $400K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -1.2% 1,148 $395K
Detalus Advisors, LLC 0.08% Add +51.5% 1,145 $394K
Valmark Advisers, Inc. 0.00% Add +20.4% 1,141 $392K
Revolve Wealth Partners, LLC 0.04% No change 1,139 $392K
Bouchey Financial Group, Ltd. 0.03% No change 1,136 $391K
Wealth Dimensions Group, Ltd. 0.07% No change 1,135 $390K
MainStreet Investment Advisors LLC 0.05% No change 1,135 $390K
Silver Oak Securities, Incorporated 0.02% Reduce -79.6% 1,125 $387K
Ares Financial Consulting, LLC 0.28% No change 1,125 $387K
Scotia Capital Inc. 0.00% Reduce -0.5% 1,123 $386K
Centaurus Financial, Inc. 0.01% Add +2.2% 1,122 $386K
NorthCrest Asset Manangement, LLC 0.01% New 1,113 $386K
Private Wealth Asset Management, LLC 0.04% No change 1,112 $382K
Gambit Capital Management, LLC 0.22% Reduce -11.3% 1,109 $381K
Innovative Wealth Building LLC 0.22% Add +1.3% 1,108 $381K
Regions Financial Corp. 0.00% Reduce -26.0% 1,108 $381K
MY Wealth Management Inc. 0.27% Reduce -13.4% 1,102 $379K
Confluence Wealth Services, Inc. 0.01% No change 1,101 $379K
Meridian Financial Advisors, LLC 0.18% Reduce -8.3% 1,100 $378K
Altiora Financial Group, LLC 0.06% No change 1,100 $378K
Triumph Capital Management 0.07% Add +54.7% 1,095 $377K
Monograph Wealth Advisors, LLC 0.03% No change 1,093 $376K
Smith Salley Wealth Management 0.02% Add +47.7% 1,090 $375K
Susquehanna International Group, LLP 0.00% Reduce -94.0% 1,088 $374K
BLVD Private Wealth, LLC 0.28% No change 1,085 $373K
SK Wealth Management, LLC 0.08% Reduce -3.9% 1,048 $373K
BKM Wealth Management, LLC 0.13% Reduce -8.2% 1,082 $372K
Signal Advisors Wealth, LLC 0.02% Add +18.3% 1,081 $372K
Stock Yards Bank & Trust Co. 0.01% No change 1,080 $371K
Town Capital LLC 0.24% Add +3.1% 1,079 $371K
Titleist Asset Management, LLC 0.02% Reduce -11.6% 1,076 $370K
BlueChip Wealth Advisors LLC 0.14% Reduce -27.3% 1,072 $369K
HighMark Wealth Management LLC 0.12% Reduce -6.9% 1,072 $369K
Allodium Investment Consultants, LLC 0.16% Add +0.3% 1,071 $368K
Curi Capital, LLC 0.01% No change 1,065 $366K
Allred Capital Management, LLC 0.12% Reduce -1.9% 1,063 $365K
Elm Partners Management LLC 0.01% New 1,060 $365K
William Howard & Co Financial Advisors Inc 0.28% Add +0.3% 1,057 $363K
Blue Trust, Inc. 0.00% Add +2.5% 1,051 $361K
Wealthcare Capital Management LLC 0.03% No change 1,050 $361K
TCP Asset Management, LLC 0.04% Add +6.2% 1,045 $359K
Guild Investment Management, Inc. 0.25% New 1,044 $359K
Integrity Alliance, Llc. 0.01% Add +2.9% 1,039 $357K
Disciplined Investments, LLC 0.11% Add +0.1% 1,033 $355K
Next Level Private LLC 0.07% Reduce -1.3% 1,031 $355K
PFG Advisors 0.02% Add +13.4% 1,031 $355K
Prospect Financial Group LLC 0.29% No change 1,029 $354K
Heritage Investors Management Corp. 0.01% Reduce -1.4% 1,026 $353K
Calamos Wealth Management LLC 0.01% Add +0.1% 1,024 $352K
Private Advisory Group LLC 0.02% New 1,022 $351K
Aerodigm Wealth, LLC 0.12% No change 1,019 $350K
Physician Wealth Solutions Inc. 0.13% No change 1,015 $349K
FreeGulliver LLC 0.12% No change 1,014 $349K
Lazari Capital Management, Inc. 0.11% Add +0.3% 1,011 $348K
Financial Synergies Wealth Advisors, Inc. 0.03% Reduce -0.3% 1,010 $347K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 1,006 $346K
Noesis Capital Mangement Corp. 0.04% Reduce -20.9% 1,005 $346K
Florida Financial Advisors, LLC 0.06% No change 1,005 $346K
Revisor Wealth Management LLC 0.08% Reduce -2.6% 1,003 $345K
CMH Wealth Management LLC 0.05% No change 1,000 $344K
Buck Wealth Strategies, LLC 0.04% New 997 $343K
Riverwater Partners LLC 0.10% No change 997 $343K
GAMMA Investing LLC 0.01% No change 983 $338K
Lynx Investment Advisory 0.11% Add +0.1% 981 $337K
JFS Wealth Advisors, LLC 0.02% Reduce -7.6% 975 $335K
Keb Asset Management, LLC 0.05% No change 964 $332K
Green Ridge Wealth Planning LLC 0.14% No change 960 $330K
Independent Wealth Network Inc. 0.08% Reduce -1.7% 958 $329K
Elevated Financial Group LLC 0.09% Reduce -4.7% 956 $329K
Nalls Sherbakoff Group, LLC 0.23% No change 953 $328K
TSA Wealth Managment LLC 0.09% Reduce -43.9% 952 $327K
M3 Advisory Group, LLC 0.17% Add +0.2% 947 $326K
Tradewinds Capital Management, LLC 0.06% Reduce -0.2% 945 $325K
Dynamic Financial Group 0.24% Add +0.3% 943 $324K
Arbor Investment Advisors, LLC 0.04% No change 939 $323K
Jane Street Group, LLC 0.00% Reduce -88.1% 937 $322K
Valtinson Bruner Financial Planning LLC 0.08% No change 928 $319K
Wealthspan Partners, LLC 0.10% Add +1.1% 926 $318K
MPWM Advisory Solutions, LLC 0.15% Reduce -1.6% 923 $317K
Fisher Asset Management 0.00% Reduce -21.9% 918 $316K
Inscription Capital, LLC 0.03% Add +0.3% 914 $314K
ArborFi Advisors, LLC 0.23% Add +2.8% 914 $314K
Asset Dedication, LLC 0.02% Reduce -5.4% 914 $314K
Global Assets Advisory, LLC 0.07% New 910 $313K
Csenge Advisory Group 0.01% Add +7.6% 909 $313K
Kintra Wealth, LLC 0.02% Add +14.9% 872 $313K
Consilio Wealth Advisors, LLC 0.07% No change 908 $312K
Three Bridge Wealth Advisors, LLC 0.08% No change 907 $312K
Godfrey Financial Associates, Inc. 0.24% Add +38.1% 906 $312K
OpenArc Corporate Advisory, LLC 0.00% Add +4.0% 903 $311K
Urban Financial Advisory Corp 0.09% Add +0.3% 902 $310K
Certified Advisory Corp 0.02% Add +26.6% 899 $309K
Maia Wealth LLC 0.05% Add +0.1% 898 $309K
Elevation Point Wealth Partners, LLC 0.01% Add +6.5% 898 $309K
LRI Investments, LLC 0.02% No change 896 $308K
Vestmark Advisory Solutions, Inc. 0.00% Add +5.4% 896 $308K
Successful Portfolios LLC 0.14% Reduce -1.9% 885 $308K
Briaud Financial Planning Inc 0.08% No change 894 $307K
Connecticut Wealth Management, LLC 0.01% No change 891 $306K
Marco Investment Management LLC 0.02% No change 889 $306K
25 LLC 0.08% No change 887 $305K
Welch & Forbes LLC 0.00% No change 884 $304K
Great Lakes Advisors, LLC 0.00% Reduce -13.1% 877 $302K
Western Pacific Wealth Management, LP 0.27% No change 875 $301K
Impact Partnership Wealth, LLC 0.03% Add +8.2% 869 $299K
United Advisor Group, LLC 0.03% Reduce -4.7% 869 $299K
Horst & Graben Wealth Management LLC 0.04% No change 870 $299K
TL Private Wealth 0.11% New 866 $298K
SBI Securities Co., Ltd. 0.01% Reduce -10.3% 866 $298K
Sachem Hill LLC 0.05% Reduce -3.4% 866 $298K
Cladis Investment Advisory, LLC 0.14% No change 865 $297K
Cooper Financial Group 0.02% Reduce -0.2% 864 $297K
Williams Jones Wealth Management, LLC. 0.00% New 863 $297K
URS Advisory LLC 0.16% Reduce -19.0% 860 $296K
Haven Private, LLC 0.11% No change 858 $295K
Bradley Foster & Sargent Inc. 0.00% No change 857 $295K
Roxbury Financial LLC 0.23% No change 855 $294K
Koshinski Asset Management, Inc. 0.02% Add +19.9% 855 $294K
Fearless Solutions, LLC dba Best Invest 0.15% Reduce -0.1% 853 $293K
NBT Bank, N.A. 0.02% No change 853 $293K
Compass Planning Associates Inc 0.16% Add +0.2% 851 $293K
Thayer Financial, L.L.C. 0.27% No change 850 $292K
Hilltop Wealth Advisors, LLC 0.15% No change 849 $292K
CFO4Life Group, LLC 0.04% No change 845 $291K
UNIVEST FINANCIAL Corp 0.01% No change 843 $290K
SilverOak Wealth Management LLC 0.04% No change 842 $290K
First Merchants Corp. 0.01% Reduce -4.3% 839 $289K
Bogart Wealth, LLC 0.01% No change 837 $288K
Francis Financial, Inc. 0.05% No change 836 $288K
Kera Capital Partners, Inc. 0.03% Add +1.2% 835 $287K
Sonoma Private Wealth LLC 0.31% No change 835 $287K
Caldwell Sutter Capital, Inc. 0.11% No change 834 $287K
Strategies Wealth Advisors, LLC 0.03% Reduce -5.8% 832 $286K
Avion Wealth 0.05% No change 834 $286K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -59.0% 832 $286K
Timbuktu Capital Management, LLC 0.43% — 830 $285K
Kovack Advisors, Inc. 0.01% Add +3.4% 831 $285K
Royal Capital Wealth Management, LLC 0.16% Add +0.4% 830 $285K
Cowa, LLC 0.08% No change 829 $285K
Indie Asset Partners, LLC 0.27% No change 824 $283K
EverSource Wealth Advisors, LLC 0.01% Add +45.3% 824 $283K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 821 $282K
CNB Bank 0.11% No change 820 $282K
Geneos Wealth Management Inc. 0.01% Add +16.4% 817 $281K
Summit Global Investments 0.02% Reduce -9.1% 817 $281K
Mairs & Power Inc. 0.00% No change 817 $281K
Smartleaf Asset Management LLC 0.01% No change 822 $280K
Schaeffer Financial LLC 0.22% No change 814 $280K
Bison Wealth, LLC 0.03% Add +12.4% 806 $279K
Fielder Capital Group LLC 0.06% No change 811 $279K
GC Wealth Management RIA, LLC 0.02% No change 810 $279K
IFP Advisors, Inc 0.01% Add +1.8% 806 $277K
Howe & Rusling Inc. 0.02% Add +6.8% 805 $277K
Hopwood Financial Services, Inc. 0.16% Reduce -15.7% 805 $277K
Verum Partners LLC 0.04% No change 805 $277K
MBA Advisors LLC 0.09% No change 805 $277K
Adkins Seale Capital Management LLC 0.24% No change 800 $275K
Tanager Wealth Management LLP 0.02% No change 795 $273K
Duncker Streett & Co. Inc. 0.05% No change 794 $273K
United Bank 0.03% No change 794 $273K
Prosperity Consulting Group, LLC 0.01% Reduce -85.2% 791 $272K
AAF Wealth Management, LLC 0.10% No change 789 $271K
Canal Capital Management, LLC 0.03% Add +0.3% 789 $271K
Silvercrest Asset Management Group LLC 0.00% No change 789 $271K
Oarsman Capital, Inc. 0.03% No change 788 $271K
Heritage Investment Group, Inc. 0.04% No change 787 $271K
Aviance Capital Partners, LLC 0.03% No change 786 $270K
Level Four Advisory Services, LLC 0.01% Add +4.4% 783 $270K
Visionary Wealth Advisors 0.01% No change 784 $269K
Integrity Advisory Solutions, LLC 0.03% Add +8.4% 783 $269K
Arlington Trust Co LLC 0.02% No change 783 $269K
Argent Trust Co 0.01% No change 782 $269K
Main Street Group, LTD 0.07% No change 779 $268K
Mycio Wealth Partners, LLC 0.05% No change 777 $267K
Goodman Advisory Group, LLC 0.06% No change 777 $267K
Covington Investment Advisors Inc. 0.03% No change 776 $267K
Busey Bank 0.01% New 772 $265K
Cornerstone Wealth Management, LLC 0.01% New 772 $265K
Waller Financial Planning Group, Inc. 0.05% Add +0.1% 769 $265K
Michels Family Financial, LLC 0.17% Add +0.1% 768 $264K
First Citizens Bank & Trust Co. 0.00% New 765 $263K
Triune Financial Partners, LLC 0.05% Add +0.3% 761 $262K
Salem Investment Counselors Inc. 0.01% No change 761 $262K
Kanawha Capital Management LLC 0.02% No change 758 $261K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -3.2% 757 $260K
Landmark Wealth Management, LLC 0.06% Reduce -7.1% 756 $260K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.3% 755 $260K
Klingman & Associates, LLC 0.01% Reduce -2.8% 753 $259K
Z3 Capital Partners, LLC 0.05% No change 751 $258K
Narus Financial Partners, LLC 0.07% No change 750 $258K
Waddell & Associates, LLC 0.01% No change 747 $257K
Bellwether Advisors, LLC 0.04% No change 745 $256K
Parisi Gray Wealth Management 0.05% Add +0.3% 745 $256K
BNP Paribas Financial Markets 0.00% Add +10528.6% 744 $256K
Harbor Investment Advisory, LLC 0.02% Reduce -0.7% 743 $256K
Foster & Motley Inc. 0.01% New 741 $255K
Diversified Portfolios, Inc. 0.02% Add +0.3% 741 $255K
Sentinel Pension Advisors, LLC 0.03% Reduce -1.1% 738 $252K
Anson Capital, Inc. 0.16% No change 732 $252K
Everstar Asset Management, LLC 0.12% No change 730 $251K
Midwest Professional Planners, LTD. 0.05% Reduce -11.9% 730 $251K
Retirement Income Solutions, Inc. 0.04% No change 839 $251K
Fort Sheridan Advisors LLC 0.03% Reduce -4.5% 728 $250K
Avail Investment Partners, LLC 0.19% No change 727 $250K
Investment Research Partners LLC 0.08% No change 727 $250K
Southern Financial Group, LLC 0.06% No change 725 $249K
TTP Investments, Inc. 0.10% Add +0.1% 724 $249K
ACT Advisors, LLC. 0.08% Add +0.3% 724 $249K
Shayne & Jacobs, LLC 0.07% No change 724 $249K
Financial Advisors Network, Inc. 0.03% No change 720 $248K
DecisionPoint Financial, LLC 0.05% New 719 $247K
Thoroughbred Financial Services, LLC 0.01% New 716 $246K
Sylvest Advisors, LLC 0.11% No change 710 $244K
Fiduciary Trust Co 0.00% Add +0.1% 706 $243K
Braun-Bostich & Associates Inc. 0.14% No change 704 $242K
Fonville Wealth Management LLC 0.04% Add +0.6% 702 $241K
Carolina Wealth Management Inc 0.11% — 700 $241K
V2 Financial group LLC 0.09% No change 700 $241K
Horizon Wealth Management, LLC 0.03% No change 695 $239K
Smith Partners Wealth Management, LLC 0.19% No change 694 $239K
Byrne Asset Management LLC 0.13% Reduce -2.0% 694 $239K
Fragasso Financial Advisors Inc 0.01% Add +0.3% 687 $236K
Bourgeon Capital Management LLC 0.04% No change 686 $236K
Beverly Hills Private Wealth, LLC 0.05% No change 683 $235K
BNC Wealth Management, LLC 0.06% No change 677 $233K
Golden State Wealth Management, LLC 0.02% Reduce -3.9% 674 $232K
Peak Asset Management, LLC 0.03% No change 673 $231K
Clark Asset Management, LLC 0.02% New 671 $231K
Russell Investments Group, Ltd. 0.00% Reduce -42.8% 671 $231K
WealthPLAN Partners, LLC 0.04% New 666 $229K
Everhart Financial Group, Inc. 0.01% New 666 $229K
Solstein Capital, LLC 0.08% No change 665 $229K
Accredited Investors Inc. 0.01% New 659 $227K
Acorn Wealth Advisors, LLC 0.06% New 657 $226K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% New 653 $225K
Cornerstone Advisory, LLC 0.02% New 651 $224K
Howland Capital Management LLC 0.01% New 650 $224K
Sound Income Strategies, LLC 0.01% Reduce -2.0% 649 $223K
Clayton Financial Group LLC 0.12% Reduce -18.5% 648 $223K
Woodmont Investment Counsel LLC 0.01% New 647 $223K
Capital International Investors 0.00% Reduce -21.0% 646 $221K
Pacific Sun Financial Corp 0.09% New 640 $220K
Rubicon Advisors, GP 0.16% New 639 $220K
Meredith Wealth Planning 0.05% New 636 $219K
Accurate Wealth Management, LLC 0.02% New 629 $219K
Empire Financial Management Company, LLC 0.09% New 630 $217K
Kingsman Wealth Management, Inc. 0.10% New 630 $217K
Milestone Asset Management Group, LLC 0.11% New 630 $217K
Whitegate Investment Counselors, Inc. 0.06% New 627 $216K
Associated Banc-Corp 0.01% New 625 $215K
DHJJ Financial Advisors, Ltd. 0.06% Add +0.2% 624 $214K
Wealthgarden F.S. LLC 0.12% New 621 $214K
Prudent Investors Network, Inc. 0.04% New 620 $213K
River Wealth Advisors LLC 0.02% New 618 $212K
SpringVest Wealth Management LLC 0.13% New 616 $212K
Marquette Asset Management, LLC 0.03% Reduce -3.3% 612 $210K
F/m Investments LLC 0.01% New 611 $210K
Three Magnolias Financial Advisors, LLC 0.12% New 610 $210K
Griffin Asset Management, Inc. 0.02% New 603 $207K
RiverFront Investment Group, LLC 0.00% New 601 $207K
Millennium Capital Advisors, LLC 0.11% New 600 $206K
DUTCH ASSET Corp 0.10% Reduce -25.4% 600 $206K
Orca Investment Management, LLC 0.15% New 598 $206K
Sound Stewardship, LLC 0.08% New 597 $205K
Paragon Capital Management LLC 0.09% New 595 $205K
Kestra Investment Management, LLC 0.00% New 591 $203K
Ellevest, Inc. 0.02% New 692 $202K
Beacon Financial Advisory LLC 0.04% New 588 $202K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -0.3% 585 $201K
Warner Financial, Inc. 0.06% New 583 $201K
TRUE Private Wealth Advisors 0.02% New 583 $200K
Pinnacle Bancorp, Inc. 0.05% No change 578 $199K
Front Row Advisors LLC 0.06% Reduce -12.2% 556 $197K
Sankala Group LLC 0.13% No change 556 $197K
Strategic Investment Solutions, Inc. 0.04% Add +0.3% 570 $196K
Index Technologies Group LLC 0.15% New 547 $188K
Quantum Portfolio Management LLC 0.07% New 547 $188K
CVA Family Office, LLC 0.02% No change 535 $184K
Dunhill Financial, LLC 0.04% No change 528 $182K
Beaird Harris Wealth Management, LLC 0.01% No change 526 $181K
Federation des caisses Desjardins du Quebec 0.00% No change 518 $178K
Strategic Wealth Advisors LLC 0.15% No change 562 $176K
Motco 0.01% Add +15.2% 507 $174K
Mogy Joel R Investment Counsel Inc. 0.01% No change 500 $172K
Ballast Advisors LLC 0.04% Reduce -17.3% 497 $171K
GoalVest Advisory LLC 0.03% Add +24.7% 495 $170K
Provenance Wealth Advisors, LLC 0.02% No change 490 $169K
Compass Financial Management LLC 0.02% — 474 $168K
Grove Bank & Trust 0.02% No change 489 $168K
Bernard Wealth Management Corp. 0.06% No change 483 $166K
Capital Investment Advisory Services, LLC 0.01% No change 473 $163K
Colonial Trust Co / SC 0.02% No change 472 $162K
Rossmore Private Capital 0.01% Add +0.2% 464 $160K
United Financial Planning Group LLC 0.08% No change 461 $159K
Atwood & Palmer Inc. 0.01% No change 448 $154K
JPL Wealth Management, LLC 0.03% No change 440 $151K
Kingdom Financial Group LLC. 0.04% New 437 $150K
Halbert Hargrove Global Advisors, LLC 0.01% No change 427 $147K
Ancora Advisors LLC 0.00% No change 422 $145K
Hughes Financial Services, LLC 0.02% No change 418 $144K
Caldwell Trust Co 0.01% No change 406 $140K
Midway Capital Research & Management 0.11% No change 400 $138K
KERR FINANCIAL PLANNING Corp 0.15% No change 397 $137K
Hills Bank & Trust Co 0.01% No change 395 $136K
Keating Financial Advisory Services, Inc. 0.02% Add +0.3% 390 $134K
First Horizon Corp. 0.01% Reduce -7.6% 376 $129K
Turtle Creek Wealth Advisors, LLC 0.01% No change 375 $129K
DT Investment Partners, LLC 0.01% No change 369 $127K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 367 $126K
Cornerstone Financial Management LLC 0.10% No change 365 $126K
Dorato Capital Management 0.08% No change 353 $123K
Pillar Financial Advisors, LLC 0.06% No change 353 $121K
Phillip James Consulting Co. 0.08% New 349 $120K
Delta Asset Management LLC 0.01% No change 348 $120K
Intelligent Financial Strategies 0.06% No change 346 $119K
Maryland Capital Advisors Inc. 0.04% — 341 $117K
Twin Lakes Capital Management, LLC 0.04% Add +0.3% 336 $116K
Integrity Financial Corp 0.05% No change 334 $115K
Lloyd Advisory Services, LLC. 0.04% New 331 $114K
Evolution Wealth Management Inc. 0.07% No change 325 $112K
National Bank of Canada 0.00% New 315 $108K
Ameriflex Group, Inc. 0.04% No change 311 $107K
Horizon Investments, LLC 0.00% Reduce -53.5% 307 $106K
Timmons Wealth Management, LLC 0.08% Reduce -1.6% 300 $103K
Colony Family Offices, LLC 0.02% Reduce -2.3% 299 $103K
Country Trust Bank 0.00% No change 296 $102K
Bare Financial Services, Inc 0.02% No change 286 $98K
Birchwood Financial Partners, Inc. 0.08% Add +0.4% 277 $95K
Peterson Wealth Management 0.04% Add +0.4% 276 $95K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 275 $95K
Reyes Financial Architecture, Inc. 0.05% No change 272 $94K
Blue Bell Private Wealth Management, LLC 0.01% No change 267 $92K
First Pacific Financial 0.01% Reduce -17.6% 266 $92K
Perkins Coie Trust Co 0.01% No change 250 $86K
Granite FO LLC 0.04% No change 243 $84K
JDM Financial Group LLC 0.03% No change 241 $83K
Highline Wealth Partners LLC 0.02% Add +30.8% 238 $82K
Ameritas Investment Partners, Inc. 0.00% No change 235 $81K
Webster Bank, N. A. 0.01% Reduce -10.5% 230 $79K
Powell Investment Advisors, LLC 0.02% No change 228 $78K
Rice Partnership, LLC 0.01% No change 223 $77K
Richards, Merrill & Peterson, Inc. 0.02% Reduce -37.1% 220 $76K
Founders Financial Alliance, LLC 0.01% Reduce -3.6% 217 $75K
MidFirst Bank 0.01% No change 217 $75K
Financial Management Professionals, Inc. 0.01% Reduce -3.7% 209 $72K
one8zero8, LLC 0.01% Reduce -33.3% 200 $69K
Colonial Trust Advisors 0.00% No change 194 $67K
Chilton Capital Management LLC 0.00% No change 189 $65K
Princeton Global Asset Management LLC 0.01% No change 183 $63K
Orion Capital Management LLC 0.02% No change 182 $63K
Comprehensive Financial Planning, Inc. 0.03% Reduce -15.8% 181 $62K
Allspring Global Investments Holdings, LLC 0.00% New 176 $60K
North Star Investment Management Corp. 0.00% No change 170 $58K
Principia Wealth Advisory, LLC 0.03% No change 166 $57K
Strive Financial Group ,LLC 0.02% New 164 $56K
Thompson Investment Management, Inc. 0.01% No change 164 $56K
Millstone Evans Group, LLC 0.03% No change 160 $55K
Qube Research & Technologies Ltd 0.00% New 160 $55K
Crews Bank & Trust 0.01% Add +32.7% 146 $50K
Hoertkorn Richard Charles 0.03% No change 145 $50K
Security National Bank 0.01% No change 144 $50K
Wiser Advisor Group LLC 0.05% No change 139 $48K
Field & Main Bank 0.01% No change 138 $47K
Ascentis Wealth Management, LLC 0.01% New 135 $46K
GHP Investment Advisors, Inc. 0.00% No change 133 $46K
Hantz Financial Services, Inc. 0.00% Reduce -51.0% 125 $43K
Steigerwald, Gordon & Koch Inc. 0.00% No change 118 $41K
Vima LLC 0.04% — 116 $40K
Markowski Investments 0.01% — 110 $38K
SOA Wealth Advisors, LLC. 0.01% Add +243.8% 110 $38K
Westside Investment Management, Inc. 0.00% Reduce -15.6% 108 $37K
Consultiva Wealth Management, Corp. 0.08% No change 103 $35K
Anchor Investment Management, LLC 0.00% No change 100 $34K
Tripletail Wealth Management, LLC 0.04% No change 100 $34K
Strategic Wealth Partners, Ltd. 0.00% No change 98 $34K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 93 $32K
MCF Advisors LLC 0.00% Reduce -51.1% 92 $32K
International Assets Investment Management, LLC 0.00% Add +8.6% 88 $30K
Tounjian Advisory Partners, LLC 0.01% New 82 $28K
Robinswood Financial LLC 0.01% No change 81 $28K
Rosenberg Matthew Hamilton 0.01% No change 80 $28K
Hurley Capital, LLC 0.01% No change 79 $27K
Van Den Berg Management I, Inc. 0.01% Reduce -8.1% 79 $27K
Institute for Wealth Management, LLC. 0.00% New 79 $27K
Broadwater Capital Management LLC 0.02% No change 75 $26K
Basecamp Wealth Advisors LLC 0.00% No change 75 $26K
Tidemark, LLC 0.01% No change 71 $24K
Valley National Advisers Inc. 0.00% Reduce -96.7% 69 $24K
LifeSteps Financial, Inc. 0.01% New 67 $23K
Atlantic Private Wealth, LLC 0.01% No change 64 $22K
Topsail Wealth Management, LLC 0.00% No change 62 $21K
Wilkerson Advisory Group LLC 0.01% Add +258.8% 61 $21K
Key Capital Management, INC 0.01% Reduce -10.4% 60 $21K
Wolff Wiese Magana LLC 0.01% No change 59 $20K
Archer Investment Corp 0.00% No change 59 $20K
Crewe Advisors LLC 0.00% No change 59 $20K
Mark Sheptoff Financial Planning, LLC 0.01% New 56 $19K
Quaker Wealth Management, LLC 0.01% No change 54 $19K
Whipplewood Advisors, LLC 0.01% No change 53 $18K
Rossby Financial, LCC 0.00% No change 52 $18K
Sittner & Nelson, LLC 0.01% No change 51 $18K
Quent Capital, LLC 0.00% No change 51 $18K
Harborfront Financial Group LLC 0.07% — 50 $17K
Financial Perspectives, Inc 0.00% No change 49 $17K
RMG Wealth Management LLC 0.00% No change 44 $16K
Kilter Group LLC 0.01% No change 44 $15K
Simplex Trading, LLC 0.00% New 38 $13K
Parkside Financial Bank & Trust 0.00% No change 36 $12K
Birchbrook, Inc. 0.01% New 32 $11K
PFS Partners, LLC 0.00% Reduce -8.8% 31 $11K
Cary Street Partners Investment Advisory LLC 0.00% Add +36.4% 30 $10K
EPG Wealth Management LLC 0.00% No change 28 $10K
Signature Equity Partners, LLC 0.00% Add +4.2% 25 $9K
Ashton Thomas Securities, LLC 0.00% New 25 $9K
Evermay Wealth Management LLC 0.00% No change 25 $9K
Farmers & Merchants Investments Inc. 0.00% Add +1150.0% 25 $9K
Townsend Asset Management Corp. /NC/ 0.00% No change 24 $8K
Coston, McIsaac & Partners 0.00% No change 25 $8K
Elevated Capital Advisors, LLC 0.00% No change 23 $8K
Rogco, LP 0.00% No change 20 $7K
Arvest Investments, Inc. 0.00% New 20 $7K
Fourth Dimension Wealth, LLC 0.00% No change 20 $7K
Osbon Capital Management LLC 0.00% No change 18 $6K
Tucker Asset Management LLC 0.00% Reduce -62.2% 17 $6K
Operose Advisors LLC 0.00% No change 17 $6K
Creative Capital Management Investments LLC 0.00% No change 16 $6K
Vision Financial Markets LLC 0.00% Add +6.3% 17 $6K
Prudent Man Investment Management, Inc. 0.00% No change 17 $5K
Monetary Solutions, Ltd 0.00% No change 15 $5K
Global Trust Asset Management, LLC 0.00% No change 15 $5K
Morling Financial Advisors, LLC 0.00% New 15 $5K
Planning Strategies Inc. 0.00% — 14 $5K
Central Pacific Bank - Trust Division 0.00% No change 11 $4K
West Branch Capital LLC 0.00% No change 9 $3K
Nvwm, LLC 0.00% No change 8 $3K
Synergy Investment Management, LLC 0.00% New 4 $1K
WestEnd Advisors, LLC 0.00% No change 4 $1K
Cape Investment Advisory, Inc. 0.00% New 2 $715
Lowe Brockenbrough & Co. Inc. 0.00% Reduce -99.8% 1 $344

"% 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.