Vanguard Extended Market ETFVXFETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 812 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 29 from Q2 2024. 64 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($621.0M), Wealthfront Advisers LLC ($593.8M) and Envestnet Asset Management Inc. ($560.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Extended Market ETF
- CUSIP
- 922908652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $37.0M |
| Exits | 35 | $52.9M |
All 13F filers, Q2 2024 → Q3 2024: 3,388,953 shares bought and 2,132,113 shares sold, net +1,256,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 812 holders
| Morgan Stanley | 0.05% | Add +2.4% | 3,412,234 | $621.0M |
| Wealthfront Advisers LLC | 1.83% | Add +2.6% | 3,262,802 | $593.8M |
| Envestnet Asset Management Inc. | 0.18% | Add +1.1% | 3,081,438 | $560.8M |
| Bank of America Corp. | 0.03% | Add +0.2% | 1,618,493 | $294.5M |
| FMR LLC | 0.02% | Add +2938.0% | 1,600,254 | $291.2M |
| Fifth Third Bancorp | 0.99% | Add +2.7% | 1,501,130 | $273.2M |
| Citigroup Inc. | 0.21% | Add +2.0% | 1,233,269 | $224.4M |
| Assetmark, Inc. | 0.61% | Add +1.4% | 1,172,577 | $213.4M |
| US Bancorp \de | 0.26% | Add +1.7% | 1,133,554 | $206.3M |
| Envestnet Portfolio Solutions, Inc. | 0.52% | Reduce -1.6% | 886,039 | $161.3M |
| Vanguard Group Inc. | 0.00% | Add +17.6% | 866,436 | $157.7M |
| Royal Bank of Canada | 0.03% | Add +1.5% | 775,846 | $141.2M |
| Wealthspire Advisors, LLC | 1.41% | Add +3.1% | 761,788 | $138.6M |
| LPL Financial LLC | 0.06% | Add +0.4% | 731,177 | $133.1M |
| Focus Partners Wealth | 0.40% | Reduce -46.3% | 686,635 | $125.0M |
| UBS Group AG | 0.03% | Add +2.5% | 667,616 | $121.5M |
| Cerity Partners LLC | 0.26% | Add +6.7% | 634,593 | $115.5M |
| SigFig Wealth Management, LLC | 4.18% | Reduce -1.2% | 633,786 | $115.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +22.9% | 602,536 | $109.7M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +0.6% | 567,458 | $103.3M |
| Stratos Wealth Partners, LTD. | 1.45% | Add +0.7% | 546,437 | $99.4M |
| Plante Moran Financial Advisors, LLC | 8.00% | Add +12.6% | 515,262 | $93.8M |
| Blue Trust, Inc. | 1.16% | Add +0.1% | 527,832 | $89.1M |
| Creative Planning | 0.09% | Add +1.5% | 484,769 | $88.2M |
| SageView Advisory Group, LLC | 4.38% | Add +0.9% | 474,649 | $86.4M |
| Diversified Trust Co. | 1.97% | Add +2.9% | 428,962 | $78.1M |
| Wells Fargo & Company | 0.02% | Reduce -52.0% | 427,797 | $77.9M |
| Nepc LLC | 2.15% | No change | 392,612 | $71.5M |
| Gleason Group, Inc. | 12.49% | Add +11.9% | 374,608 | $68.2M |
| Charter Oak Capital Management, LLC | 6.24% | Add +4.0% | 367,213 | $66.8M |
| Van Cleef Asset Management,Inc | 7.05% | Add +6.8% | 349,212 | $63.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.5% | 331,704 | $60.4M |
| TD Private Client Wealth LLC | 1.72% | Add +15.5% | 328,412 | $59.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.6% | 303,481 | $55.2M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -6.9% | 302,551 | $55.1M |
| Legacy Private Trust Co. | 3.63% | Add +8.0% | 297,138 | $54.1M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -8.7% | 296,926 | $54.0M |
| Osaic Holdings, Inc. | 0.12% | Reduce -0.1% | 296,162 | $53.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.9% | 281,942 | $51.3M |
| Cetera Investment Advisers | 0.11% | Add +3.0% | 268,060 | $48.8M |
| Mariner, LLC | 0.08% | Reduce -0.1% | 256,542 | $46.7M |
| BNP Paribas Financial Markets | 0.04% | Add +39.3% | 247,939 | $45.1M |
| Cobblestone Capital Advisors LLC | 2.33% | Add +2.5% | 228,437 | $41.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +7.0% | 227,883 | $41.5M |
| Coldstream Capital Management Inc. | 0.89% | Reduce -15.0% | 227,396 | $41.4M |
| Voya Financial Advisors, Inc. | 4.30% | Reduce -0.2% | 219,275 | $39.9M |
| Raymond James & Associates | 0.02% | Add +7.8% | 205,882 | $37.5M |
| Raymond James Trust N.A. | 0.79% | Add +0.2% | 200,509 | $36.5M |
| James J. Burns & Company, LLC | 6.44% | Add +0.7% | 195,729 | $35.6M |
| MML Investors Services, LLC | 0.13% | Add +2.3% | 192,611 | $35.1M |
| Act Wealth Management, LLC | 15.36% | Add +1.6% | 190,386 | $34.6M |
| Lido Advisors, LLC | 0.23% | Add +4.4% | 166,628 | $30.3M |
| GeoWealth Management, LLC | 1.04% | Add +5.6% | 161,859 | $29.5M |
| Natixis Advisors, LLC | 0.06% | Reduce -36.9% | 161,100 | $29.3M |
| Tenon Financial LLC | 18.65% | Add +11.8% | 154,676 | $28.1M |
| United Services Automobile Association | 0.72% | Add +3.6% | 154,607 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.4% | 147,109 | $26.8M |
| Mather Group, Llc. | 0.33% | Add +190.5% | 143,129 | $26.0M |
| Beacon Harbor Wealth Advisors, Inc. | 5.79% | Add +1.8% | 133,786 | $24.3M |
| Mayport, LLC | 7.60% | Add +6.4% | 130,206 | $23.7M |
| FC Advisory LLC | 7.89% | Add +1.4% | 128,883 | $23.5M |
| Firestone Capital Management | 5.81% | Add +0.2% | 127,233 | $23.2M |
| Valmark Advisers, Inc. | 0.34% | Add +0.4% | 118,524 | $21.6M |
| New England Private Wealth Advisors LLC | 3.21% | Add +0.1% | 109,414 | $19.9M |
| Private Advisor Group, LLC | 0.12% | Add +2.5% | 104,662 | $19.0M |
| Cypress Financial Planning LLC | 6.84% | Add +6.2% | 101,603 | $18.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -2.9% | 101,221 | $18.4M |
| Continuum Advisory, LLC | 2.34% | Add +3.8% | 93,792 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +41.7% | 97,161 | $17.7M |
| Moody National Bank Trust Division | 1.79% | Add +346.0% | 91,702 | $16.7M |
| CIBC Private Wealth Group LLC | 0.03% | Add +1.9% | 89,516 | $16.3M |
| First Hawaiian Bank | 0.50% | Add +5.4% | 86,061 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 85,834 | $15.6M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -2.4% | 85,559 | $15.6M |
| Wealth Group Ltd | 4.42% | Add +1.5% | 83,437 | $15.2M |
| Bessemer Group Inc. | 0.02% | Reduce -3.0% | 81,869 | $14.9M |
| Jones Financial Companies LLLP | 0.01% | Add +32.9% | 79,002 | $14.4M |
| Schechter Investment Advisors, LLC | 1.04% | Add +2.4% | 77,744 | $14.1M |
| Segment Wealth Management, LLC | 0.97% | Reduce -0.9% | 77,177 | $14.0M |
| Keel Point, LLC | 1.16% | Add +24.5% | 76,230 | $13.9M |
| Ballentine Partners, LLC | 0.23% | Reduce -1.5% | 74,175 | $13.5M |
| SOL Capital Management CO | 1.50% | Reduce -0.2% | 74,055 | $13.5M |
| Ancora Advisors LLC | 0.31% | Add +1.5% | 73,649 | $13.4M |
| J.W. Cole Advisors, Inc. | 0.56% | Reduce -3.9% | 73,456 | $13.4M |
| Captrust Financial Advisors | 0.04% | Add +2.2% | 73,405 | $13.4M |
| NewEdge Advisors, LLC | 0.09% | Add +6.6% | 72,553 | $13.2M |
| Principal Securities, Inc. | 0.31% | Reduce -2.6% | 71,017 | $12.9M |
| Procyon Advisors, LLC | 0.88% | Add +5.0% | 70,296 | $12.8M |
| HighTower Advisors, LLC | 0.02% | Add +17.9% | 69,632 | $12.7M |
| D.A. Davidson & Co. | 0.10% | Reduce -4.0% | 69,401 | $12.6M |
| Linscomb Wealth, Inc. | 0.63% | Reduce -1.5% | 69,251 | $12.6M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -5.7% | 69,229 | $12.6M |
| Brown Advisory Inc. | 0.02% | Reduce -1.6% | 68,405 | $12.4M |
| Winthrop Advisory Group LLC | 1.52% | Add +1.0% | 67,557 | $12.3M |
| Affiance Financial, LLC | 2.97% | Add +1.8% | 67,174 | $12.2M |
| Summit Wealth Group, LLC | 3.42% | Add +34.9% | 65,207 | $11.9M |
| N.E.W. Advisory Services LLC | 1.17% | Add +2.1% | 65,076 | $11.8M |
| Blair William & Co. | 0.03% | Reduce -2.2% | 65,015 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.5% | 64,594 | $11.8M |
| Corient Private Wealth LP | 0.02% | Add +6.6% | 62,739 | $11.4M |
| Asio Capital, LLC | 2.17% | Add +1.2% | 62,570 | $11.4M |
| West Financial Advisors, LLC | 2.19% | Add +1.6% | 62,286 | $11.3M |
| Strategic Investment Advisors / MI | 1.21% | Add +6.7% | 60,651 | $11.0M |
| Great Diamond Partners, LLC | 2.78% | Reduce -6.9% | 60,112 | $10.9M |
| Compass Advisory Group LLC | 4.23% | Add +172.0% | 59,628 | $10.9M |
| Fiduciary Group, LLC | 1.10% | Reduce -5.6% | 59,664 | $10.9M |
| SlateStone Wealth, LLC | 0.97% | Add +18.1% | 59,009 | $10.7M |
| Applied Capital LLC | 5.43% | Reduce -0.6% | 58,063 | $10.6M |
| SMI Advisory Services, LLC | 2.29% | Add +0.8% | 56,928 | $10.3M |
| Dakota Wealth Management | 0.23% | Reduce -0.7% | 56,718 | $10.3M |
| Axiom Advisory, LLC | 0.10% | Add +1.8% | 58,942 | $10.3M |
| Cwm, LLC | 0.04% | Add +1.9% | 56,105 | $10.2M |
| Mutual Advisors, LLC | 0.29% | Reduce -1.5% | 54,794 | $10.1M |
| Earnest Partners LLC | 0.04% | Reduce -40.7% | 53,350 | $9.7M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 53,009 | $9.6M |
| Boston Family Office LLC | 0.65% | Add +2.1% | 52,911 | $9.6M |
| Oak Root LLC | 1.18% | Reduce -0.5% | 51,440 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 51,380 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +3.1% | 49,806 | $9.1M |
| Fort Vancouver Investment Management, LLC | 7.82% | Add +1.1% | 49,787 | $9.1M |
| Clifford Group, LLC | 6.48% | Add +0.9% | 45,809 | $8.3M |
| Fairway Wealth LLC | 4.19% | Add +1.6% | 45,316 | $8.2M |
| North Star Investment Management Corp. | 0.56% | Add +3.8% | 44,745 | $8.1M |
| Merit Financial Group, LLC | 0.18% | Reduce -21.7% | 44,277 | $8.1M |
| TD Capital Management LLC | 0.81% | Reduce -0.8% | 44,216 | $8.0M |
| Lam Group, Inc. | 5.50% | Reduce -0.6% | 42,693 | $7.8M |
| Clearstead Advisors, LLC | 0.12% | Reduce -2.3% | 42,425 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.1% | 42,363 | $7.7M |
| Comerica Bank | 0.03% | Reduce -2.6% | 41,769 | $7.6M |
| Equita Financial Network, Inc. | 2.77% | Add +8.2% | 41,659 | $7.6M |
| Compass Financial Group, INC | 1.45% | Reduce -1.0% | 40,600 | $7.4M |
| Gould Asset Management LLC | 1.58% | Add +0.0% | 40,597 | $7.4M |
| Savant Capital, LLC | 0.06% | Add +15.0% | 40,434 | $7.4M |
| Marquette Associates, Inc. | 5.26% | Add +0.6% | 40,144 | $7.3M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +1.0% | 39,789 | $7.3M |
| Plancorp, LLC | 0.29% | Add +2.7% | 39,634 | $7.2M |
| Ethos Financial Group, LLC | 1.20% | New | 39,384 | $7.2M |
| Vident Advisory, LLC | 0.18% | Reduce -0.8% | 38,894 | $7.1M |
| Emergent Wealth Advisors, LLC | 4.66% | Reduce -14.0% | 34,654 | $6.3M |
| Pitcairn Co. | 0.37% | No change | 34,394 | $6.3M |
| IFG Advisory, LLC | 0.40% | Reduce -3.9% | 34,384 | $6.3M |
| Rothschild Investment LLC | 0.40% | Reduce -0.4% | 33,697 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.5% | 33,618 | $6.1M |
| Trevian Wealth Management LLC | 4.95% | New | 33,212 | $6.0M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.4% | 32,983 | $6.0M |
| Boston Standard Wealth Management, LLC | 1.17% | Add +10.5% | 32,960 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +10.7% | 32,785 | $6.0M |
| Vicus Capital | 0.51% | Reduce -4.0% | 31,433 | $5.7M |
| Atlantic Private Wealth, LLC | 4.25% | Add +0.2% | 30,856 | $5.6M |
| Composition Wealth, LLC | 0.13% | Add +1.4% | 30,452 | $5.5M |
| Long Island Wealth Management, Inc. | 3.62% | Add +1.7% | 30,306 | $5.5M |
| Prudential Financial Inc. | 0.01% | Reduce -0.6% | 29,853 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +1.8% | 29,848 | $5.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 29,525 | $5.4M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +2.6% | 29,152 | $5.3M |
| Wetzel Investment Advisors, Inc. | 2.63% | Reduce -4.8% | 28,521 | $5.2M |
| World Investment Advisors | 0.16% | Add +745.7% | 27,985 | $5.1M |
| Oxford Financial Group, LTD. LLC | 0.32% | Reduce -1.9% | 27,480 | $5.0M |
| JFS Wealth Advisors, LLC | 0.33% | Add +1508.0% | 27,416 | $5.0M |
| Armstrong Advisory Group, Inc. | 0.41% | Reduce -83.1% | 27,061 | $4.9M |
| Warwick Investment Management, Inc. | 1.15% | Reduce -0.2% | 26,694 | $4.9M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +263.9% | 26,638 | $4.8M |
| Security National Bank | 0.65% | No change | 26,417 | $4.8M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -0.7% | 26,336 | $4.8M |
| MontVue Capital Management, Inc. | 3.65% | Add +1.6% | 26,093 | $4.7M |
| Eagle Capital Management, LLC | 1.95% | Add +458.5% | 25,745 | $4.7M |
| Riverbridge Partners LLC | 0.06% | Reduce -48.7% | 25,738 | $4.7M |
| Echo45 Advisors LLC | 3.01% | Add +4.7% | 25,463 | $4.6M |
| Fragasso Financial Advisors Inc | 0.35% | Reduce -3.2% | 25,232 | $4.6M |
| Arete Wealth Advisors, LLC | 0.39% | Add +54.5% | 25,282 | $4.6M |
| CWS Financial Advisors, LLC | 1.61% | Reduce -4.9% | 24,998 | $4.5M |
| Pure Financial Advisors, LLC | 0.11% | Add +11.7% | 24,986 | $4.5M |
| Investment Planning Advisors, Inc. | 2.32% | No change | 26,910 | $4.5M |
| Safir Wealth Advisors, LLC | 3.48% | Add +1.1% | 24,872 | $4.5M |
| Citizens Financial Group Inc. | 0.09% | Reduce -8.1% | 24,775 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -35.1% | 24,083 | $4.4M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -30.2% | 23,994 | $4.4M |
| Luminvest Wealth Management LLC | 1.77% | Add +7.5% | 23,217 | $4.3M |
| United Community Bank | 1.64% | Reduce -6.9% | 23,008 | $4.2M |
| Semmax Financial Advisors Inc. | 1.15% | Add +3.4% | 20,932 | $4.2M |
| Bordeaux Wealth Advisors LLC | 0.71% | Add +0.2% | 21,679 | $3.9M |
| Waverly Advisors, LLC | 0.07% | Reduce -0.0% | 21,381 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.6% | 21,323 | $3.9M |
| Strategic Financial Planning, Inc. | 2.56% | No change | 21,256 | $3.9M |
| Jordan Park Group LLC | 0.26% | No change | 20,800 | $3.8M |
| Clarius Group, LLC | 0.25% | Reduce -0.7% | 19,605 | $3.6M |
| Carmichael Hill & Associates, Inc. | 1.30% | Reduce -0.8% | 19,378 | $3.5M |
| Coyle Financial Counsel LLC | 1.23% | Add +4.7% | 20,889 | $3.5M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -10.7% | 19,354 | $3.5M |
| Baker Ellis Asset Management LLC | 0.50% | Reduce -0.5% | 19,324 | $3.5M |
| River Wealth Advisors LLC | 0.46% | Reduce -1.5% | 19,154 | $3.5M |
| Flow Traders U.S. LLC | 0.17% | Add +170.3% | 18,946 | $3.4M |
| Simon Quick Advisors, LLC | 0.22% | Reduce -9.2% | 18,773 | $3.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.52% | Add +246.7% | 18,605 | $3.4M |
| NorthRock Partners, LLC | 0.11% | Reduce -0.1% | 18,408 | $3.4M |
| Values Added Financial LLC | 2.07% | Reduce -3.3% | 18,063 | $3.3M |
| Financial Synergies Wealth Advisors, Inc. | 0.41% | Reduce -6.0% | 17,988 | $3.3M |
| Penn Capital Management Company, LLC | 0.30% | Reduce -38.1% | 17,800 | $3.3M |
| Curtis Advisory Group, LLC | 0.92% | No change | 17,779 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -1.0% | 17,722 | $3.2M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -12.9% | 17,695 | $3.2M |
| Mission Hills Financial Advisory, LLC | 2.74% | — | 16,343 | $3.2M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -0.1% | 17,614 | $3.2M |
| Regal Investment Advisors LLC | 0.22% | Add +7.7% | 17,608 | $3.2M |
| Bfsg, LLC | 0.37% | Add +7.3% | 17,567 | $3.2M |
| Allworth Financial LP | 0.02% | Reduce -32.9% | 17,493 | $3.2M |
| BIP Wealth, LLC | 0.21% | Add +11.7% | 17,020 | $3.1M |
| Chilton Capital Management LLC | 0.13% | Reduce -0.2% | 16,986 | $3.1M |
| Leavell Investment Management, Inc. | 0.15% | Reduce -2.0% | 16,845 | $3.1M |
| Partners in Financial Planning | 0.62% | Reduce -3.0% | 16,881 | $3.1M |
| Summit Financial, LLC | 0.12% | New | 16,804 | $3.1M |
| Wealth Alliance, LLC | 0.36% | Reduce -0.1% | 16,511 | $3.0M |
| Diversified, LLC | 0.32% | Add +11.3% | 16,245 | $3.0M |
| Diversified Enterprises, LLC | 0.32% | — | 16,245 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.8% | 16,035 | $2.9M |
| Empower Advisory Group, LLC | 0.01% | Reduce -2.4% | 16,008 | $2.9M |
| Accredited Investors Inc. | 0.17% | Add +0.1% | 15,961 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -3.9% | 15,838 | $2.9M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -3.9% | 15,838 | $2.9M |
| Twin Focus Capital Partners, LLC | 0.45% | Reduce -0.8% | 15,832 | $2.9M |
| Roundview Capital LLC | 0.21% | Add +8.6% | 15,655 | $2.8M |
| Warner Financial, Inc. | 1.25% | Add +3.3% | 15,507 | $2.8M |
| Balentine LLC | 0.11% | No change | 15,375 | $2.8M |
| Advisor OS, LLC | 0.28% | Add +13.7% | 15,234 | $2.8M |
| Spire Wealth Management | 0.09% | Add +0.4% | 15,054 | $2.7M |
| Tidal Investments LLC | 0.03% | Reduce -12.5% | 14,861 | $2.7M |
| Flputnam Investment Management Co. | 0.05% | Reduce -15.0% | 14,751 | $2.7M |
| HBW Advisory Services LLC | 0.39% | Reduce -5.5% | 14,662 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | No change | 14,643 | $2.7M |
| Family CFO Inc | 1.48% | No change | 14,398 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -13.6% | 14,295 | $2.6M |
| Argent Trust Co | 0.11% | Reduce -0.5% | 14,211 | $2.6M |
| Telos Capital Management, Inc. | 0.27% | Add +0.3% | 14,021 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.2% | 13,179 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +0.3% | 13,105 | $2.4M |
| Facet Wealth, Inc. | 0.07% | Add +21.3% | 12,833 | $2.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | Add +1.6% | 12,949 | $2.4M |
| Trust Point Inc. | 0.18% | No change | 12,826 | $2.3M |
| Flagship Private Wealth, LLC | 1.20% | Reduce -13.3% | 12,810 | $2.3M |
| Coastline Trust Co | 0.27% | No change | 12,715 | $2.3M |
| Arq Wealth Advisors, LLC | 0.87% | Reduce -0.5% | 12,814 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -14.3% | 12,549 | $2.3M |
| Quadrant Capital Group LLC | 0.16% | Reduce -0.4% | 12,537 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.93% | Reduce -12.1% | 12,497 | $2.3M |
| Larson Financial Group LLC | 0.13% | Add +6.4% | 12,313 | $2.2M |
| Curbstone Financial Management Corp | 0.48% | Reduce -2.4% | 12,270 | $2.2M |
| Synovus Financial Corp. | 0.03% | Add +99.8% | 12,092 | $2.2M |
| Hills Bank & Trust Co | 0.17% | Add +3.5% | 12,048 | $2.2M |
| TFB Advisors LLC | 0.65% | Reduce -2.8% | 11,949 | $2.2M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -26.6% | 11,907 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +39.3% | 10,477 | $2.1M |
| Pacific Center for Financial Services | 0.56% | Add +0.0% | 11,634 | $2.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +3.7% | 11,449 | $2.1M |
| Fee-Only Financial Planning, L.C. | 1.32% | Add +0.1% | 11,307 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.15% | Add +1.2% | 11,028 | $2.0M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 10,910 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +4.7% | 10,865 | $2.0M |
| Wealth Advisory Solutions, LLC | 0.54% | Reduce -0.6% | 10,782 | $2.0M |
| SignalPoint Asset Management, LLC | 0.46% | Add +34.6% | 10,737 | $2.0M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -2.7% | 10,702 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.77% | Add +2.2% | 10,699 | $1.9M |
| Acorn Financial Advisory Services Inc. | 0.34% | Add +1.0% | 10,573 | $1.9M |
| Wedmont Private Capital | 0.11% | Add +8.3% | 10,638 | $1.9M |
| Traphagen Investment Advisors LLC | 0.19% | Add +1.5% | 10,389 | $1.9M |
| TFC Financial Management, Inc. | 0.30% | Add +0.1% | 10,381 | $1.9M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -18.0% | 9,916 | $1.8M |
| Deutsche Bank AG | 0.00% | New | 9,908 | $1.8M |
| Avalon Trust Co | 0.13% | No change | 9,868 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.4% | 9,798 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -21.0% | 9,753 | $1.8M |
| Phillips Financial Management, LLC | 0.14% | Reduce -2.7% | 9,752 | $1.8M |
| Kingfisher Capital LLC | 0.40% | No change | 9,473 | $1.7M |
| Zhang Financial LLC | 0.11% | Reduce -12.0% | 9,417 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -8.4% | 9,461 | $1.7M |
| Tiaa Trust, National Association | 0.00% | Reduce -5.7% | 9,059 | $1.6M |
| Keybank National Association | 0.01% | Reduce -0.7% | 8,882 | $1.6M |
| Bluesphere Advisors LLC | 0.80% | Reduce -13.5% | 8,851 | $1.6M |
| Tradition Wealth Management, LLC | 0.14% | Add +0.1% | 8,714 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 8,684 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +152.8% | 14,735 | $1.6M |
| KWB Wealth | 0.20% | No change | 9,126 | $1.5M |
| TruWealth Advisors, LLC | 0.09% | Reduce -3.8% | 8,397 | $1.5M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -0.8% | 8,332 | $1.5M |
| Hunter Associates Investment Management LLC | 0.23% | Reduce -2.6% | 8,249 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 8,154 | $1.5M |
| Aua Capital Management, LLC | 0.83% | Reduce -0.7% | 7,852 | $1.4M |
| Peoples Financial Services Corp. | 0.65% | Reduce -6.7% | 7,838 | $1.4M |
| Howard Wealth Management, LLC | 0.83% | Reduce -3.0% | 7,829 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +25.9% | 7,655 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.16% | Add +0.1% | 7,603 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | No change | 7,500 | $1.4M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | No change | 7,482 | $1.4M |
| Cascade Financial Partners, LLC | 0.17% | Reduce -0.8% | 7,364 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -3.9% | 7,526 | $1.4M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +43.9% | 7,332 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -12.8% | 7,318 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Reduce -1.7% | 7,276 | $1.3M |
| CW Advisors, LLC | 0.02% | New | 7,275 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.8% | 7,255 | $1.3M |
| Stablepoint Partners, LLC | 0.23% | No change | 6,966 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | No change | 7,550 | $1.2M |
| Bank of Hawaii | 0.05% | No change | 6,820 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 6,819 | $1.2M |
| GSG Advisors LLC | 0.41% | Add +0.5% | 6,889 | $1.2M |
| Sage Rhino Capital LLC | 0.27% | Add +51.2% | 6,790 | $1.2M |
| Atlanta Consulting Group Advisors, LLC | 0.30% | Reduce -50.0% | 6,711 | $1.2M |
| FF Advisors,LLC | 0.79% | No change | 6,570 | $1.2M |
| Wooster Corthell Wealth Management, Inc. | 0.26% | Reduce -0.3% | 6,653 | $1.2M |
| Graypoint LLC | 0.08% | No change | 6,650 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.2% | 6,595 | $1.2M |
| Destiny Wealth Partners, LLC | 0.21% | No change | 6,583 | $1.2M |
| SpiderRock Advisors, LLC | 0.03% | Add +22.7% | 6,502 | $1.2M |
| Bank of Montreal | 0.00% | Add +26.9% | 6,497 | $1.2M |
| Betterment LLC | 0.00% | Reduce -4.0% | 6,406 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.67% | Reduce -0.9% | 6,299 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +9.7% | 6,279 | $1.1M |
| Grant Street Asset Management, Inc. | 0.33% | Add +0.5% | 6,226 | $1.1M |
| FSA Advisors, Inc. | 1.13% | Reduce -6.4% | 6,257 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -1.5% | 6,212 | $1.1M |
| Hollencrest Capital Management | 0.05% | Add +0.3% | 6,184 | $1.1M |
| Park National Corp. | 0.04% | No change | 6,175 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.7% | 6,145 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.14% | Add +79.7% | 5,763 | $1.1M |
| Centerpoint Advisors, LLC | 0.39% | Reduce -2.4% | 6,104 | $1.1M |
| Blue Chip Partners, LLC | 0.10% | Reduce -2.4% | 6,016 | $1.1M |
| Stokes Family Office, LLC | 0.12% | No change | 6,000 | $1.1M |
| Mathes Company, Inc. | 0.39% | No change | 5,950 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +14.3% | 5,948 | $1.1M |
| Bull Street Advisors, LLC | 0.50% | Reduce -5.7% | 5,930 | $1.1M |
| Prio Wealth Limited Partnership | 0.03% | No change | 5,909 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Reduce -12.2% | 5,641 | $1.0M |
| Washington Trust Bank | 0.10% | No change | 5,634 | $1.0M |
| StoneX Group Inc. | 0.07% | Reduce -3.9% | 5,571 | $1.0M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 5,485 | $998K |
| Advance Capital Management, Inc. | 0.04% | Reduce -1.1% | 5,429 | $988K |
| Westfuller Advisors, LLC | 0.71% | — | 5,407 | $987K |
| Selective Wealth Management, Inc. | 0.41% | Add +34.9% | 5,456 | $986K |
| Roble, Belko & Company, Inc | 0.15% | No change | 5,320 | $968K |
| Adero Partners, LLC | 0.06% | Add +18.4% | 5,311 | $967K |
| AQR Capital Management | 0.00% | Add +51.8% | 5,277 | $960K |
| Prospera Financial Services Inc | 0.02% | Add +8.5% | 5,260 | $957K |
| Harfst & Associates, Inc. | 0.21% | Reduce -0.9% | 5,237 | $953K |
| Ascent Group, LLC | 0.07% | Reduce -3.3% | 5,140 | $935K |
| SouthState Bank Corp | 0.06% | Reduce -2.8% | 5,050 | $919K |
| PGIM Custom Harvest LLC | 0.02% | No change | 4,926 | $896K |
| Sigma Planning Corp | 0.03% | Add +3.3% | 4,888 | $890K |
| Stephens Inc. | 0.01% | Add +15.8% | 4,844 | $882K |
| Bank of Marin | 0.71% | Add +4.5% | 4,824 | $878K |
| F/m Investments LLC | 0.03% | No change | 4,818 | $877K |
| Meridian Wealth Management, LLC | 0.04% | New | 4,814 | $876K |
| Successful Portfolios LLC | 0.59% | Add +9.5% | 4,813 | $876K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.2% | 4,779 | $872K |
| Equitable Holdings, Inc. | 0.01% | Add +17.3% | 4,790 | $872K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,780 | $870K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +119.5% | 4,766 | $868K |
| BCR Wealth Strategies, LLC | 0.41% | No change | 4,750 | $864K |
| Precedent Wealth Partners, LLC | 0.28% | Reduce -0.2% | 4,723 | $860K |
| Focus Financial Network, Inc. | 0.04% | Reduce -4.2% | 4,707 | $859K |
| Secure Asset Management, LLC | 0.14% | No change | 4,714 | $858K |
| Advisors Capital Management, LLC | 0.01% | Add +6.3% | 4,705 | $856K |
| Stephens Consulting, LLC | 0.22% | Reduce -0.2% | 4,676 | $851K |
| Petix & Botte Co | 0.23% | Add +0.1% | 4,654 | $847K |
| Confluence Wealth Services, Inc. | 0.06% | Add +0.0% | 4,636 | $844K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.19% | Add +0.5% | 4,633 | $843K |
| Bleakley Financial Group, LLC | 0.03% | Add +8.1% | 4,624 | $841K |
| L.M. Kohn & Company | 0.21% | Add +10.1% | 4,621 | $841K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.7% | 4,608 | $841K |
| Sage Mountain Advisors LLC | 0.07% | No change | 4,583 | $834K |
| HTLF Bank | 0.09% | No change | 4,523 | $823K |
| Tanager Wealth Management LLP | 0.11% | No change | 4,495 | $820K |
| BlackRock, Inc. | 0.00% | — | 4,472 | $814K |
| Advisory Services Network, LLC | 0.02% | No change | 4,744 | $801K |
| First County Bank | 0.39% | Reduce -25.2% | 4,389 | $799K |
| First City Capital Management, Inc. | 0.41% | No change | 4,387 | $798K |
| Golden Road Advisors LLC | 0.62% | Add +35.4% | 4,370 | $795K |
| Aries Wealth Management | 0.22% | New | 4,369 | $795K |
| ORG Partners LLC | 0.13% | Reduce -12.3% | 4,338 | $790K |
| Regions Financial Corp. | 0.01% | Reduce -2.5% | 4,306 | $784K |
| Center For Asset Management LLC | 0.46% | Add +19.6% | 4,260 | $775K |
| Whittier Trust Co. | 0.01% | Reduce -3.8% | 4,257 | $775K |
| Red Mountain Financial, LLC | 0.82% | Reduce -1.8% | 4,245 | $773K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.5% | 4,227 | $769K |
| Crewe Advisors LLC | 0.09% | No change | 4,207 | $766K |
| Objective Capital Management, LLC | 0.45% | — | 4,175 | $760K |
| Jupiter Wealth Management LLC | 0.39% | New | 4,167 | $758K |
| SC&H Financial Advisors, Inc. | 0.17% | Add +0.3% | 4,163 | $758K |
| Meridian Wealth Partners, LLC | 0.12% | No change | 4,162 | $757K |
| DGS Capital Management, LLC | 0.21% | Add +9.4% | 4,162 | $757K |
| Brighton Jones LLC | 0.03% | Add +1.3% | 4,102 | $747K |
| Syverson Strege & Co | 0.25% | No change | 4,079 | $742K |
| Tradewinds, LLC. | 0.23% | Add +1.4% | 4,073 | $741K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +30.6% | 4,059 | $739K |
| Reston Wealth Management LLC | 0.27% | Add +0.3% | 4,029 | $733K |
| Kovack Advisors, Inc. | 0.08% | Reduce -7.0% | 3,975 | $723K |
| Total Clarity Wealth Management, Inc. | 0.23% | Reduce -2.3% | 3,855 | $702K |
| Atticus Wealth Management, LLC | 0.22% | Add +0.3% | 3,840 | $699K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -2.3% | 3,797 | $691K |
| PFG Advisors | 0.04% | Reduce -16.2% | 3,786 | $689K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -3.6% | 3,729 | $678K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +43.7% | 3,705 | $674K |
| Financial Counselors Inc. | 0.01% | Add +102.0% | 3,702 | $674K |
| Aspiriant, LLC | 0.03% | Reduce -0.3% | 3,680 | $670K |
| Manchester Capital Management LLC | 0.08% | Reduce -20.4% | 3,671 | $668K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 3,671 | $668K |
| New Century Financial Group, LLC | 0.24% | Add +22.8% | 3,666 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.0% | 3,664 | $667K |
| HUB Investment Partners, LLC | 0.03% | Add +0.0% | 3,660 | $666K |
| L. Roy Papp & Associates, LLP | 0.08% | No change | 3,620 | $659K |
| Sunflower Bank, N.A. | 0.18% | Reduce -5.6% | 3,605 | $656K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -8.0% | 3,598 | $655K |
| Bouchey Financial Group, Ltd. | 0.06% | Reduce -0.5% | 3,561 | $650K |
| Traveka Wealth, LLC | 0.33% | No change | 3,535 | $643K |
| Northwest Capital Management Inc | 0.23% | No change | 3,508 | $639K |
| Diversify Advisory Services, LLC | 0.03% | Add +3.9% | 3,443 | $636K |
| Forum Financial Management, LP | 0.01% | Add +1.8% | 3,494 | $636K |
| Venture Visionary Partners LLC | 0.03% | No change | 3,473 | $632K |
| LPWM LLC | 0.20% | No change | 3,493 | $626K |
| Texas Yale Capital Corp. | 0.03% | No change | 3,365 | $612K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 3,363 | $612K |
| New Wave Wealth Advisors LLC | 0.28% | Add +51.4% | 3,350 | $610K |
| Heritage Oak Wealth Advisors LLC | 0.28% | New | 3,350 | $610K |
| Creekside Partners | 0.31% | Add +0.3% | 3,347 | $609K |
| Sage Capital Advisors,llc | 0.16% | Reduce -0.2% | 3,334 | $607K |
| Inscription Capital, LLC | 0.09% | Reduce -12.1% | 3,331 | $606K |
| Caprock Group, LLC | 0.02% | No change | 3,309 | $604K |
| CGN Advisors LLC | 0.06% | Add +10.2% | 3,317 | $604K |
| D. E. Shaw & Co. | 0.00% | Reduce -92.1% | 3,303 | $601K |
| Lake Street Private Wealth, LLC | 0.10% | Add +18.8% | 3,287 | $598K |
| Brookstone Capital Management | 0.01% | New | 3,274 | $596K |
| Advisory Alpha, LLC | 0.02% | Add +84.3% | 3,243 | $590K |
| RPG Investment Advisory, LLC | 0.08% | Add +7.5% | 3,167 | $576K |
| Money Concepts Capital Corp. | 0.04% | Reduce -4.1% | 3,164 | $576K |
| Montecito Bank & Trust | 0.10% | Reduce -3.3% | 3,155 | $574K |
| King Wealth Management Group | 0.09% | Add +0.2% | 3,126 | $569K |
| Bogart Wealth, LLC | 0.03% | Add +6.5% | 3,087 | $562K |
| Private Management Group Inc. | 0.02% | No change | 3,062 | $557K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.0% | 3,059 | $557K |
| TrinityPoint Wealth, LLC | 0.08% | Add +13.5% | 3,046 | $554K |
| Fiduciary Trust Co | 0.01% | No change | 3,043 | $554K |
| Newton One Investments LLC | 0.22% | Reduce -0.1% | 3,021 | $550K |
| Redwood Investment Management, LLC | 0.05% | Add +0.2% | 3,006 | $547K |
| Schmidt P J Investment Management Inc. | 0.09% | No change | 3,000 | $546K |
| Narwhal Capital Management | 0.05% | Reduce -0.0% | 2,980 | $542K |
| ARS Investment Partners, LLC | 0.05% | No change | 2,975 | $541K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -2.6% | 2,908 | $529K |
| Essex Financial Services, Inc. | 0.04% | No change | 2,862 | $529K |
| First Merchants Corp. | 0.02% | No change | 2,897 | $527K |
| Harbour Investments, Inc. | 0.02% | Add +92.7% | 2,886 | $525K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +55.6% | 2,878 | $525K |
| Nixon Peabody Trust Co. | 0.04% | Reduce -1.2% | 2,865 | $521K |
| Quantinno Capital Management LP | 0.01% | New | 2,862 | $521K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -0.1% | 2,860 | $520K |
| Eaton Financial Holdings Company, LLC | 0.21% | — | 2,848 | $518K |
| Hutchens & Kramer Investment Management Group, LLC | 0.28% | Reduce -15.9% | 2,851 | $513K |
| Alpha Omega Wealth Management LLC | 0.09% | No change | 2,813 | $512K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.4% | 2,793 | $508K |
| Manhattan West Asset Management, LLC | 0.13% | No change | 2,781 | $506K |
| Evermay Wealth Management LLC | 0.08% | Reduce -2.8% | 2,770 | $505K |
| Ieq Capital, LLC | 0.01% | New | 2,769 | $504K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.3% | 2,764 | $503K |
| Conrad Siegel Investment Advisors, Inc. | 0.14% | Add +0.1% | 2,756 | $502K |
| Sweet Financial Partners, LLC | 0.11% | No change | 2,750 | $500K |
| Elios Financial Group Inc. | 0.23% | — | 2,750 | $500K |
| LongView Wealth Management | 0.16% | No change | 2,747 | $500K |
| Wealth Architects, LLC | 0.06% | No change | 2,742 | $499K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -0.7% | 2,742 | $499K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 2,740 | $499K |
| BSW Wealth Partners | 0.07% | Add +22.6% | 2,726 | $496K |
| Richardson Financial Services Inc. | 0.31% | Add +57.2% | 2,850 | $495K |
| Castleview Partners, LLC | 0.28% | Reduce -49.8% | 2,713 | $494K |
| Choate Investment Advisors | 0.01% | No change | 2,676 | $487K |
| &partners | 0.01% | Add +80.9% | 2,661 | $484K |
| Ballast, Inc. | 0.14% | Add +0.1% | 2,629 | $478K |
| Olistico Wealth, LLC | 0.29% | Reduce -21.9% | 2,580 | $470K |
| Verum Partners LLC | 0.14% | Add +0.3% | 2,564 | $467K |
| Journey Strategic Wealth LLC | 0.02% | New | 2,534 | $461K |
| LM Advisors LLC | 0.09% | Reduce -5.7% | 2,689 | $460K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.8% | 2,523 | $459K |
| Forthright Family Wealth Advisory LLC | 0.29% | Reduce -2.8% | 2,182 | $449K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +3.5% | 2,453 | $446K |
| AE Wealth Management LLC | 0.00% | Reduce -5.5% | 2,443 | $445K |
| Global Retirement Partners, LLC | 0.01% | Reduce -30.0% | 2,417 | $440K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.3% | 2,410 | $439K |
| Etesian Wealth Advisors, Inc. | 0.20% | New | 2,398 | $436K |
| Palo Alto Wealth Advisors, LLC | 0.18% | Add +0.6% | 2,348 | $436K |
| CreativeOne Wealth, LLC | 0.01% | Add +26.1% | 2,379 | $433K |
| Moneco Advisors, LLC | 0.05% | Reduce -4.0% | 2,379 | $433K |
| Rathbones Group PLC | 0.00% | No change | 2,370 | $431K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.6% | 2,370 | $431K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,367 | $431K |
| Northwest Investment Counselors, LLC | 0.10% | Reduce -4.1% | 2,359 | $429K |
| Legacy Edge Advisors, LLC | 0.07% | No change | 2,343 | $426K |
| Clarity Capital Advisors, LLC | 0.31% | Add +0.3% | 2,337 | $425K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 2,271 | $422K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -7.7% | 2,316 | $421K |
| Farther Finance Advisors, LLC | 0.02% | Add +162.4% | 2,309 | $420K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +7.6% | 2,303 | $419K |
| Northstar Group, Inc. | 0.08% | Reduce -1.1% | 2,300 | $419K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 2,300 | $419K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,288 | $418K |
| Modera Wealth Management, LLC | 0.01% | Add +25.9% | 2,290 | $417K |
| Hanover Advisors Inc. | 0.17% | Reduce -2.6% | 2,283 | $415K |
| Johnson Investment Counsel Inc. | 0.00% | Add +16.3% | 2,266 | $412K |
| Csenge Advisory Group | 0.02% | Reduce -3.9% | 2,221 | $410K |
| First National Bank of Mount Dora, Trust Investment Services | 0.09% | No change | 2,228 | $405K |
| Howard Financial Services, LTD. | 0.06% | Add +0.3% | 2,216 | $403K |
| Commerce Bank | 0.00% | Reduce -1.6% | 2,205 | $401K |
| AMG National Trust Bank | 0.01% | Reduce -63.1% | 2,201 | $401K |
| Archer Investment Corp | 0.11% | Add +48.6% | 2,200 | $400K |
| Merriman Wealth Management, LLC | 0.02% | Reduce -93.7% | 2,173 | $396K |
| Signaturefd, LLC | 0.01% | No change | 2,171 | $395K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +36.4% | 2,153 | $392K |
| Baker Boyer National Bank | 0.13% | No change | 2,143 | $390K |
| Sandbox Financial Partners, LLC | 0.14% | Add +0.1% | 2,132 | $388K |
| Evoke Wealth, LLC | 0.01% | New | 2,123 | $387K |
| Cutler Investment Counsel LLC | 0.05% | No change | 2,122 | $387K |
| Rodgers & Associates, LTD | 0.05% | Reduce -8.8% | 2,119 | $386K |
| Truefg, LLC | 0.13% | Add +32.0% | 2,118 | $385K |
| Next Level Private LLC | 0.16% | No change | 2,109 | $384K |
| Chesley Taft & Associates LLC | 0.02% | Add +1.4% | 2,105 | $383K |
| Cannell & Spears LLC | 0.01% | No change | 2,100 | $382K |
| Western Wealth Management, LLC | 0.02% | Reduce -3.4% | 2,095 | $381K |
| MKT Advisors LLC | 0.18% | Add +0.1% | 2,105 | $379K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -3.4% | 2,079 | $378K |
| LGL Partners, LLC | 0.05% | Add +10.0% | 2,074 | $377K |
| Parallel Advisors, LLC | 0.01% | Add +247.9% | 2,039 | $371K |
| Spinnaker Trust | 0.02% | Reduce -1.0% | 2,035 | $370K |
| Bath Savings Trust Co | 0.04% | Reduce -2.2% | 2,029 | $369K |
| SYM FINANCIAL Corp | 0.05% | No change | 2,013 | $366K |
| Garde Capital, Inc. | 0.02% | No change | 2,000 | $364K |
| Walkner Condon Financial Advisors LLC | 0.07% | No change | 1,993 | $363K |
| M3 Advisory Group, LLC | 0.26% | Reduce -22.5% | 1,974 | $359K |
| Howland Capital Management LLC | 0.02% | Reduce -18.2% | 1,960 | $358K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,956 | $356K |
| Childress Capital Advisors, LLC | 0.10% | No change | 1,948 | $355K |
| Keystone Financial Group | 0.05% | New | 1,947 | $354K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -3.1% | 1,942 | $353K |
| Truepoint, Inc. | 0.01% | No change | 1,919 | $349K |
| Private Trust Co. NA | 0.04% | Add +1.6% | 1,918 | $349K |
| Austin Private Wealth, LLC | 0.03% | Add +0.2% | 1,917 | $349K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,900 | $346K |
| Eagle Strategies LLC | 0.06% | Add +1.3% | 1,896 | $345K |
| Prepared Retirement Institute LLC | 0.21% | Add +4.2% | 1,877 | $342K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.9% | 1,873 | $341K |
| Cedar Mountain Advisors, LLC | 0.08% | New | 1,859 | $338K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 1,857 | $338K |
| Moors & Cabot, Inc. | 0.02% | Add +0.7% | 1,855 | $338K |
| Root Financial Partners, LLC | 0.05% | New | 1,854 | $337K |
| New Perspectives, Inc | 0.18% | Reduce -0.1% | 1,830 | $333K |
| Compound Planning, Inc. | 0.02% | Add +29.3% | 1,827 | $332K |
| Heritage Family Offices, LLP | 0.17% | No change | 1,818 | $331K |
| Saxon Interests, Inc. | 0.15% | Reduce -0.6% | 1,812 | $330K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.3% | 1,821 | $329K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -0.3% | 1,800 | $328K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,775 | $324K |
| Vista Capital Partners, Inc. | 0.04% | Add +27.6% | 1,779 | $324K |
| Milestone Investment Advisors LLC | 0.09% | No change | 1,758 | $320K |
| Associated Banc-Corp | 0.01% | Add +0.3% | 1,750 | $318K |
| Aptus Capital Advisors, LLC | 0.00% | Add +134.6% | 1,741 | $317K |
| Parkside Advisors LLC | 0.08% | Reduce -19.3% | 1,734 | $316K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 1,732 | $315K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 1,725 | $314K |
| GW&K Investment Management, LLC | 0.00% | Reduce -45.2% | 1,718 | $313K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,718 | $313K |
| Enclave Advisors LLC | 0.05% | — | 1,703 | $310K |
| Mitchell Sinkler & Starr | 0.08% | No change | 1,700 | $309K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.2% | 1,690 | $308K |
| Heritage Wealth Management, Inc. | 0.10% | No change | 1,690 | $308K |
| Aspire Wealth Management Corp | 0.16% | Reduce -6.7% | 1,682 | $306K |
| Bryant Woods Investment Advisors, LLC | 0.16% | Reduce -12.5% | 1,680 | $306K |
| Unconventional Investor, LLC | 0.19% | Add +0.1% | 1,676 | $305K |
| Mirador Capital Partners LP | 0.05% | Add +0.1% | 1,674 | $305K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | No change | 1,639 | $299K |
| Belpointe Asset Management LLC | 0.02% | Add +3.0% | 1,632 | $297K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -5.7% | 1,628 | $296K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 1,625 | $296K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +3.2% | 1,624 | $296K |
| RMR Wealth Builders | 0.03% | Reduce -14.8% | 1,617 | $295K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 1,606 | $292K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,590 | $289K |
| Glenview Trust Co | 0.01% | No change | 1,583 | $288K |
| Advus Financial Partners, LLC | 0.08% | Reduce -14.4% | 1,581 | $288K |
| Leo Wealth, LLC | 0.03% | No change | 1,579 | $287K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,570 | $285K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -32.5% | 1,568 | $285K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,568 | $285K |
| Intelligent Financial Strategies | 0.16% | Add +0.3% | 1,562 | $285K |
| Trek Financial, LLC | 0.02% | No change | 1,566 | $285K |
| Capital Investment Advisors, LLC | 0.01% | No change | 1,565 | $285K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Reduce -1.7% | 1,561 | $284K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.2% | 1,560 | $284K |
| Fortress Wealth Management, Inc. | 0.14% | No change | 1,558 | $284K |
| MCF Advisors LLC | 0.02% | No change | 1,550 | $282K |
| Westmount Partners, LLC | 0.08% | No change | 1,549 | $282K |
| Marshall Wace, LLP | 0.00% | New | 1,547 | $282K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 1,538 | $280K |
| Accurate Wealth Management, LLC | 0.06% | New | 1,507 | $280K |
| Wela Strategies, Inc. | 0.12% | Reduce -38.2% | 1,535 | $279K |
| Global Assets Advisory, LLC | 0.15% | New | 1,550 | $279K |
| Ruggaard & Associates LLC | 0.12% | Reduce -2.1% | 1,519 | $276K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.6% | 1,517 | $276K |
| Goodman Financial Corp | 0.06% | No change | 1,513 | $275K |
| Evanson Asset Management, LLC | 0.02% | No change | 1,512 | $275K |
| Clearstead Trust, LLC | 0.07% | No change | 1,508 | $274K |
| First Nebraska Trust Co | 0.03% | No change | 1,504 | $274K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -2.1% | 1,503 | $274K |
| FineMark National Bank & Trust | 0.01% | Reduce -43.7% | 1,496 | $272K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,492 | $272K |
| NCM Capital Management, LLC | 0.13% | No change | 1,487 | $271K |
| Lokken Investment Group LLC | 0.11% | No change | 1,485 | $270K |
| Park Edge Advisors, LLC | 0.08% | Add +0.2% | 1,472 | $268K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.0% | 1,469 | $267K |
| 17 Capital Partners, LLC | 0.17% | New | 1,462 | $266K |
| Townsquare Capital LLC | 0.00% | Reduce -19.1% | 1,450 | $264K |
| Fisher Asset Management | 0.00% | Add +8.9% | 1,419 | $258K |
| World Equity Group, Inc. | 0.09% | New | 1,419 | $258K |
| Paragon Private Wealth Management, LLC | 0.13% | Add +4.4% | 1,411 | $257K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 1,408 | $256K |
| Intrua Financial, LLC | 0.04% | No change | 1,394 | $254K |
| Lantern Wealth Advisors, LLC | 0.18% | No change | 1,392 | $253K |
| Berger Financial Group, Inc | 0.02% | No change | 1,383 | $252K |
| GYL Financial Synergies, LLC | 0.02% | No change | 1,381 | $251K |
| Houlihan Financial Resource Group, Ltd. | 0.10% | New | 1,370 | $249K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -3.5% | 1,338 | $244K |
| Davis Investment Partners, LLC | 0.10% | No change | 1,332 | $240K |
| Simplicity Wealth,LLC | 0.02% | Reduce -76.6% | 1,306 | $238K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -3.6% | 1,302 | $237K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -9.0% | 1,301 | $237K |
| Passive Capital Management, LLC. | 0.08% | No change | 1,295 | $236K |
| Broadview Financial Management, LLC | 0.16% | Add +0.3% | 1,294 | $236K |
| Claro Advisors Inc. | 0.03% | New | 1,294 | $235K |
| Fiera Capital Corp | 0.00% | No change | 1,292 | $235K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.2% | 1,291 | $235K |
| Auour Investments LLC | 0.08% | No change | 1,256 | $233K |
| MPS Loria Financial Planners, LLC | 0.07% | No change | 1,280 | $233K |
| Custos Family Office, LLC | 0.08% | Add +0.3% | 1,269 | $231K |
| Arkadios Wealth Advisors | 0.01% | No change | 1,266 | $230K |
| Halter Ferguson Financial Inc. | 0.13% | New | 1,264 | $230K |
| Ellsworth Advisors, LLC | 0.06% | Add +0.2% | 1,255 | $228K |
| Thompson Davis & Co., Inc. | 0.17% | No change | 1,251 | $228K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +4.7% | 1,250 | $227K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,250 | $227K |
| Benjamin Edwards Inc. | 0.00% | New | 1,247 | $227K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.1% | 1,241 | $226K |
| NBT Bank, N.A. | 0.01% | No change | 1,226 | $223K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +1.6% | 1,216 | $221K |
| Greenleaf Trust | 0.00% | Reduce -1.4% | 1,213 | $221K |
| Trexquant Investment LP | 0.00% | Reduce -31.5% | 1,209 | $220K |
| Basso Capital Management, L.P. | 0.20% | Reduce -46.8% | 1,198 | $218K |
| EPIQ Capital Group, LLC | 0.06% | Add +0.3% | 1,191 | $217K |
| Vance Wealth, LLC | 0.08% | No change | 1,189 | $216K |
| USAdvisors Wealth Management, LLC | 0.08% | No change | 1,189 | $216K |
| Allegheny Financial Group | 0.05% | New | 1,182 | $215K |
| Stratos Investment Management, LLC | 0.01% | Reduce -8.6% | 1,178 | $214K |
| Pegasus Partners Ltd. | 0.02% | Reduce -12.7% | 1,169 | $213K |
| Busey Bank | 0.01% | Reduce -33.9% | 1,169 | $213K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 1,166 | $212K |
| Rockwood Wealth Management, LLC | 0.02% | New | 1,165 | $212K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 1,157 | $211K |
| Trust Co. of Vermont | 0.01% | Reduce -1.9% | 1,153 | $210K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 1,147 | $209K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -7.9% | 1,144 | $208K |
| Trivium Point Advisory, LLC | 0.03% | New | 1,031 | $204K |
| NWF Advisory Services Inc. | 0.03% | New | 1,120 | $204K |
| Visionary Wealth Advisors | 0.01% | New | 1,119 | $204K |
| M&T Bank Corp | 0.00% | New | 1,115 | $203K |
| Plan Group Financial, LLC | 0.11% | Reduce -26.6% | 1,104 | $201K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | New | 1,100 | $201K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -15.5% | 1,099 | $200K |
| Realta Investment Advisors | 0.09% | Reduce -24.7% | 1,062 | $197K |
| Colonial Trust Advisors | 0.02% | New | 1,066 | $194K |
| Ridgewood Investments LLC | 0.10% | No change | 1,065 | $194K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -2.9% | 1,060 | $193K |
| Union Savings Bank | 0.09% | No change | 1,039 | $189K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,020 | $186K |
| Birchbrook, Inc. | 0.10% | No change | 1,000 | $182K |
| Creative Financial Designs Inc. | 0.02% | Add +409.3% | 983 | $179K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 943 | $172K |
| Wintrust Investments LLC | 0.12% | Reduce -90.0% | 901 | $164K |
| S.A. Mason LLC | 0.09% | No change | 900 | $164K |
| FNY Investment Advisers, LLC | 0.08% | New | 900 | $163K |
| Tortoise Investment Management, LLC | 0.02% | No change | 885 | $161K |
| Franklin Resources Inc. | 0.00% | No change | 790 | $147K |
| CVA Family Office, LLC | 0.02% | Add +0.1% | 769 | $140K |
| IFP Advisors, Inc | 0.00% | Reduce -30.0% | 712 | $129K |
| Fairman Group, LLC | 0.12% | Add +0.3% | 699 | $128K |
| Bokf, NA | 0.00% | No change | 704 | $126K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +1.9% | 696 | $126K |
| Glassman Wealth Services | 0.02% | No change | 675 | $123K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -1.6% | 656 | $119K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -19.4% | 643 | $117K |
| Abound Wealth Management | 0.04% | No change | 634 | $115K |
| Asset Dedication, LLC | 0.01% | No change | 608 | $111K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 606 | $110K |
| CENTRAL TRUST Co | 0.00% | No change | 595 | $108K |
| Ascentis Wealth Management, LLC | 0.04% | — | 575 | $105K |
| Sandy Spring Bank | 0.00% | Reduce -10.8% | 534 | $97K |
| JNBA Financial Advisors | 0.01% | No change | 504 | $92K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +5.0% | 500 | $91K |
| Russell Investments Group, Ltd. | 0.00% | Add +360.2% | 497 | $90K |
| Evolution Advisers, Inc. | 0.05% | No change | 498 | $90K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 483 | $88K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.3% | 480 | $87K |
| Caldwell Trust Co | 0.01% | Add +11.7% | 477 | $87K |
| LRI Investments, LLC | 0.01% | No change | 437 | $86K |
| London Co. of Virginia | 0.00% | Reduce -52.1% | 466 | $85K |
| McIlrath & Eck, LLC | 0.01% | No change | 464 | $84K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -29.4% | 441 | $82K |
| Tsfg, LLC | 0.02% | Reduce -10.1% | 445 | $81K |
| Addison Advisors LLC | 0.02% | No change | 433 | $79K |
| WealthCollab, LLC | 0.05% | No change | 425 | $77K |
| MeadowBrook Investment Advisors LLC | 0.07% | Add +55.8% | 405 | $74K |
| New England Capital Financial Advisors LLC | 0.04% | New | 394 | $72K |
| Northwest Financial Advisors | 0.06% | New | 381 | $69K |
| Resources Management Corp. /CT/ | 0.01% | New | 360 | $66K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 354 | $64K |
| Concord Wealth Partners | 0.01% | No change | 335 | $61K |
| Barrett & Company, Inc. | 0.03% | No change | 320 | $58K |
| Riverview Trust Co | 0.05% | No change | 305 | $56K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 303 | $55K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 300 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 300 | $55K |
| National Bank of Canada | 0.00% | No change | 300 | $55K |
| Dunhill Financial, LLC | 0.03% | No change | 292 | $53K |
| First Command Advisory Services, Inc. | 0.00% | Add +2283.3% | 286 | $52K |
| Avior Wealth Management, LLC | 0.00% | New | 279 | $51K |
| American National Bank & Trust | 0.01% | No change | 276 | $50K |
| First PREMIER Bank | 0.01% | No change | 270 | $49K |
| Planned Solutions, Inc. | 0.02% | New | 267 | $49K |
| Piscataqua Savings Bank | 0.04% | No change | 265 | $48K |
| Coston, McIsaac & Partners | 0.01% | No change | 268 | $48K |
| Oakworth Capital, Inc. | 0.00% | No change | 263 | $48K |
| Motco | 0.00% | No change | 262 | $48K |
| Avion Wealth | 0.01% | New | 260 | $47K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 251 | $46K |
| Albion Financial Group | 0.00% | Reduce -27.5% | 250 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 245 | $45K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 245 | $45K |
| Eagle Bay Advisors LLC | 0.02% | No change | 231 | $42K |
| Old Second National Bank of Aurora | 0.01% | Reduce -26.5% | 219 | $40K |
| Caitlin John, LLC | 0.03% | Reduce -19.9% | 201 | $40K |
| MilWealth Group LLC | 0.01% | No change | 208 | $38K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.1% | 204 | $37K |
| Matrix Private Capital Group LLC | 0.02% | No change | 200 | $36K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 200 | $36K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 200 | $36K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $36K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.0% | 197 | $36K |
| FSA Wealth Management LLC | 0.01% | — | 196 | $36K |
| West Branch Capital LLC | 0.01% | New | 193 | $35K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 192 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.2% | 184 | $33K |
| City Holding Co. | 0.00% | No change | 180 | $33K |
| Bangor Savings Bank | 0.00% | Reduce -42.8% | 174 | $32K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 185 | $31K |
| Salem Investment Counselors Inc. | 0.00% | No change | 171 | $31K |
| Arlington Trust Co LLC | 0.01% | Add +993.3% | 164 | $30K |
| Western Pacific Wealth Management, LP | 0.02% | No change | 150 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 150 | $27K |
| City State Bank | 0.01% | No change | 146 | $27K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.7% | 140 | $25K |
| WASHINGTON TRUST Co | 0.00% | No change | 139 | $25K |
| Raffa Wealth Management, LLC | 0.01% | Add +39.8% | 130 | $24K |
| Investors Research Corp | 0.01% | No change | 130 | $24K |
| Capital Analysts, LLC | 0.00% | Add +2.4% | 128 | $23K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 124 | $23K |
| Beacon Capital Management, LLC | 0.00% | No change | 124 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 123 | $22K |
| Center for Financial Planning, Inc. | 0.00% | No change | 122 | $22K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 117 | $21K |
| Robinswood Financial LLC | 0.01% | No change | 116 | $21K |
| M&R Capital Management Inc. | 0.00% | Reduce -7.6% | 110 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 104 | $19K |
| Pin Oak Investment Advisors Inc. | 0.02% | New | 99 | $18K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $18K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -65.0% | 93 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -30.8% | 90 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 90 | $16K |
| Perkins Coie Trust Co | 0.00% | New | 86 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 82 | $15K |
| Syntax Research, Inc. | 0.01% | New | 78 | $14K |
| Truvestments Capital LLC | 0.00% | New | 74 | $13K |
| Annapolis Financial Services, LLC | 0.00% | No change | 72 | $13K |
| Aspire Private Capital, LLC | 0.00% | No change | 64 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 61 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 60 | $11K |
| Sound Financial Strategies Group, LLC | 0.01% | No change | 60 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 60 | $11K |
| Financial Connections Group, Inc. | 0.00% | No change | 59 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 50 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $8K |
| Financial Perspectives, Inc | 0.00% | Add +207.1% | 43 | $8K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 26 | $5K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 25 | $5K |
| Wiser Advisor Group LLC | 0.01% | Reduce -4.2% | 23 | $4K |
| Montag A & Associates Inc. | 0.00% | New | 20 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 20 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 18 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 18 | $4K |
| Arax Advisory Partners | 0.00% | No change | 16 | $3K |
| Independence Bank of Kentucky | 0.00% | New | 14 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 12 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 10 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.0% | 9 | $2K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -96.2% | 8 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $1K |
| EPG Wealth Management LLC | 0.00% | New | 6 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -57.1% | 6 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 3 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 5 | $910 |
| Tucker Asset Management LLC | 0.00% | No change | 4 | $728 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 3 | $546 |
"% of holder's portfolio" is VXF's weight in each manager's 13F, not the share of Vanguard Extended Market ETF the manager owns.