Vanguard Extended Market ETFVXFETF
13F holders, Q3 2025 (September 30)907holders +12
68new positions
44sold out
4famous investors
$209.35avg. 13F price*
At the end of Q3 2025, 907 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 12 from Q2 2025. 68 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($762.6M), Wealthfront Advisers LLC ($713.8M) and Envestnet Asset Management Inc. ($604.6M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $29.4M |
| Exits | 44 | $59.2M |
All 13F filers, Q2 2025 → Q3 2025: 2,203,817 shares bought and 2,111,125 shares sold, net +92,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 907 holders
| Morgan Stanley | 0.05% | Reduce -0.3% | 3,642,813 | $762.6M |
| Wealthfront Advisers LLC | 1.68% | Add +3.8% | 3,409,687 | $713.8M |
| Envestnet Asset Management Inc. | 0.17% | Reduce -1.6% | 2,888,061 | $604.6M |
| Bank of America Corp. | 0.03% | Add +1.4% | 1,729,394 | $362.0M |
| Wealthspire Advisors, LLC | 1.80% | Add +1.1% | 1,646,332 | $344.6M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 1,293,379 | $270.8M |
| Fifth Third Bancorp | 0.87% | Add +3.8% | 1,291,000 | $270.3M |
| Assetmark, Inc. | 0.53% | Reduce -4.4% | 1,179,148 | $246.8M |
| LPL Financial LLC | 0.06% | Add +2.6% | 1,013,692 | $212.2M |
| US Bancorp \de | 0.24% | Reduce -1.5% | 982,935 | $205.8M |
| Mercer Global Advisors Inc. | 0.34% | Add +101.7% | 973,220 | $203.7M |
| Royal Bank of Canada | 0.03% | Add +2.6% | 922,731 | $193.2M |
| Focus Partners Wealth | 0.30% | Reduce -0.2% | 879,800 | $184.2M |
| Plante Moran Financial Advisors, LLC | 9.64% | Add +3.6% | 733,430 | $153.5M |
| Envestnet Portfolio Solutions, Inc. | 0.56% | Add +1.6% | 726,175 | $152.0M |
| Cerity Partners LLC | 0.24% | Reduce -4.8% | 712,413 | $149.1M |
| Raymond James Financial Inc. | 0.05% | Reduce -2.4% | 698,743 | $146.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.7% | 691,646 | $144.8M |
| UBS Group AG | 0.03% | Reduce -7.7% | 648,475 | $135.8M |
| SageView Advisory Group, LLC | 4.48% | Reduce -1.1% | 620,159 | $129.8M |
| Gleason Group, Inc. | 12.74% | Add +2.5% | 605,884 | $126.8M |
| Wells Fargo & Company | 0.03% | Add +1.6% | 586,454 | $122.8M |
| Creative Planning | 0.08% | Add +2.2% | 492,519 | $103.1M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +14.9% | 488,318 | $102.2M |
| Diversified Trust Co. | 2.01% | Add +3.2% | 481,340 | $100.8M |
| Stratos Wealth Partners, LTD. | 1.17% | Reduce -1.0% | 468,336 | $98.0M |
| TD Private Client Wealth LLC | 2.13% | Add +7.3% | 451,129 | $94.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -10.1% | 434,738 | $90.2M |
| Citigroup Inc. | 0.06% | Add +1.6% | 400,342 | $83.8M |
| BNP Paribas Financial Markets | 0.07% | Add +37.8% | 393,543 | $82.4M |
| Nepc LLC | 2.05% | Reduce -18.5% | 372,004 | $77.9M |
| Charter Oak Capital Management, LLC | 5.95% | Reduce -3.3% | 362,121 | $75.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +19.4% | 357,855 | $74.9M |
| Van Cleef Asset Management,Inc | 7.46% | Reduce -0.3% | 350,810 | $73.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.8% | 325,322 | $68.1M |
| Natixis Advisors, LLC | 0.09% | Reduce -3.7% | 298,916 | $62.6M |
| Commonwealth Equity Services, LLC | 0.08% | Add +16.9% | 285,721 | $59.8M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.1% | 265,216 | $55.5M |
| Blue Trust, Inc. | 0.60% | Reduce -19.1% | 256,571 | $53.7M |
| Cetera Investment Advisers | 0.06% | Reduce -6.8% | 252,352 | $52.8M |
| Coldstream Capital Management Inc. | 0.67% | Reduce -4.0% | 238,255 | $49.9M |
| Cobblestone Capital Advisors LLC | 2.35% | Add +0.7% | 233,545 | $48.9M |
| Jones Financial Companies LLLP | 0.03% | Add +22.9% | 233,275 | $48.8M |
| Rockefeller Capital Management L.P. | 0.10% | Add +55.4% | 232,612 | $48.7M |
| Mariner, LLC | 0.06% | Reduce -0.9% | 224,137 | $46.9M |
| GeoWealth Management, LLC | 1.64% | Reduce -10.8% | 214,913 | $45.0M |
| Voya Financial Advisors, Inc. | 4.32% | Reduce -1.8% | 213,397 | $44.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +119.9% | 212,229 | $44.4M |
| Act Wealth Management, LLC | 14.62% | Reduce -0.4% | 199,289 | $41.7M |
| James J. Burns & Company, LLC | 6.15% | Add +0.6% | 197,051 | $41.3M |
| Tenon Financial LLC | 19.04% | Reduce -47.0% | 177,230 | $37.1M |
| Legacy Private Trust Co. | 2.17% | Reduce -4.0% | 173,292 | $36.3M |
| Mayport, LLC | 7.72% | Add +2.4% | 170,140 | $35.6M |
| Lincoln National Corp. | 1.00% | Reduce -1.5% | 167,421 | $35.0M |
| Investment Planning Advisors, Inc. | 10.78% | Add +7.3% | 163,676 | $34.3M |
| United Services Automobile Association | 2.27% | Add +3.9% | 154,921 | $32.4M |
| Moody National Bank Trust Division | 2.73% | Add +5.5% | 154,482 | $32.3M |
| MML Investors Services, LLC | 0.08% | Reduce -21.2% | 150,423 | $31.5M |
| Lido Advisors, LLC | 0.13% | Reduce -1.2% | 149,821 | $31.4M |
| Mather Group, Llc. | 0.31% | Reduce -2.6% | 145,623 | $30.5M |
| Firestone Capital Management | 6.14% | Add +2.2% | 135,744 | $28.4M |
| Valmark Advisers, Inc. | 0.36% | Add +2.3% | 134,429 | $28.1M |
| FC Advisory LLC | 8.00% | Reduce -0.2% | 130,619 | $27.3M |
| Beacon Harbor Wealth Advisors, Inc. | 6.16% | Add +0.1% | 126,030 | $26.4M |
| SlateStone Wealth, LLC | 2.20% | Add +14.3% | 121,497 | $25.4M |
| New England Private Wealth Advisors LLC | 3.29% | Add +0.3% | 119,359 | $25.0M |
| BIP Wealth, LLC | 1.18% | Add +594.0% | 114,518 | $24.0M |
| Cypress Financial Planning LLC | 7.21% | Reduce -1.2% | 112,236 | $23.5M |
| Brown Advisory Inc. | 0.03% | Add +33.7% | 111,012 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +4.2% | 110,202 | $23.1M |
| Continuum Advisory, LLC | 2.28% | Add +2.0% | 103,237 | $21.6M |
| Harbour Investments, Inc. | 0.48% | Add +6.5% | 101,692 | $21.3M |
| First Hawaiian Bank | 2.64% | Add +7.5% | 98,497 | $20.6M |
| Captrust Financial Advisors | 0.04% | Add +3.8% | 97,887 | $20.5M |
| CIBC Private Wealth Group LLC | 0.03% | Add +8.5% | 92,761 | $19.4M |
| Fairway Wealth LLC | 5.23% | Add +5.2% | 89,069 | $18.6M |
| SOL Capital Management CO | 1.67% | Add +3.5% | 88,973 | $18.6M |
| Private Advisor Group, LLC | 0.09% | Reduce -16.4% | 87,961 | $18.4M |
| Winthrop Advisory Group LLC | 1.56% | Add +15.3% | 85,406 | $17.9M |
| Strategic Investment Advisors / MI | 1.56% | Add +0.1% | 82,437 | $17.3M |
| Affiance Financial, LLC | 3.10% | Add +5.1% | 81,333 | $17.0M |
| FMR LLC | 0.00% | Add +10.8% | 80,378 | $16.8M |
| Summit Wealth Group, LLC | 3.97% | Add +1.0% | 78,466 | $16.4M |
| D.A. Davidson & Co. | 0.10% | Add +6.3% | 78,325 | $16.4M |
| Bessemer Group Inc. | 0.03% | Add +0.4% | 78,141 | $16.4M |
| J.W. Cole Advisors, Inc. | 0.31% | Add +0.8% | 78,046 | $16.3M |
| Blair William & Co. | 0.04% | Add +6.7% | 77,381 | $16.2M |
| NewEdge Advisors, LLC | 0.07% | Add +0.0% | 77,110 | $16.1M |
| Keel Point, LLC | 0.98% | Add +3.0% | 75,938 | $15.9M |
| N.E.W. Advisory Services LLC | 1.41% | Add +4.0% | 75,311 | $15.8M |
| Aurdan Capital Management, LLC | 4.96% | Add +6.5% | 74,429 | $15.6M |
| Principal Securities, Inc. | 0.25% | Add +5.1% | 73,706 | $15.4M |
| Columbia River Financial Group, LLC | 9.10% | Reduce -0.4% | 70,194 | $14.8M |
| National Bank of Canada | 0.02% | Add +23366.7% | 70,400 | $14.7M |
| Brighton Securities Corp. | 7.45% | Reduce -3.8% | 68,310 | $14.3M |
| Asio Capital, LLC | 2.10% | Add +3.9% | 67,091 | $14.0M |
| SMI Advisory Services, LLC | 2.62% | Reduce -1.4% | 65,253 | $13.8M |
| West Financial Advisors, LLC | 2.28% | Reduce -1.4% | 65,935 | $13.8M |
| Applied Capital LLC | 5.50% | Add +1.4% | 65,172 | $13.6M |
| Linscomb Wealth, Inc. | 0.58% | Reduce -2.8% | 64,834 | $13.6M |
| Boston Family Office LLC | 0.85% | Reduce -2.5% | 63,985 | $13.4M |
| Procyon Advisors, LLC | 0.79% | Add +13.3% | 63,431 | $13.3M |
| Segment Wealth Management, LLC | 0.79% | Reduce -16.2% | 62,585 | $13.1M |
| Great Diamond Partners, LLC | 2.52% | Add +1.6% | 62,162 | $13.0M |
| Ballentine Partners, LLC | 0.18% | Reduce -0.2% | 61,214 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.5% | 59,643 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.2% | 57,539 | $12.0M |
| Fiduciary Group, LLC | 1.05% | Reduce -0.6% | 57,311 | $12.0M |
| Cwm, LLC | 0.04% | Reduce -0.6% | 57,022 | $11.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -6.8% | 56,623 | $11.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 56,470 | $11.8M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +4.5% | 55,783 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.0% | 55,116 | $11.6M |
| Journey Beyond Wealth, LLC | 9.48% | Reduce -7.4% | 55,054 | $11.5M |
| Clifford Group, LLC | 8.70% | Add +2.7% | 53,382 | $11.2M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +152.9% | 52,156 | $10.9M |
| Mutual Advisors, LLC | 0.24% | Reduce -0.4% | 51,195 | $10.8M |
| Fort Vancouver Investment Management, LLC | 5.97% | Add +4.5% | 51,329 | $10.7M |
| Earnest Partners LLC | 0.05% | Reduce -7.0% | 50,851 | $10.6M |
| Landmark Wealth Management, Inc. | 4.14% | Reduce -0.9% | 50,625 | $10.6M |
| Prime Buchholz LLC | 5.58% | No change | 48,485 | $10.1M |
| Baird Financial Group, Inc. | 0.02% | Add +64.2% | 47,042 | $9.8M |
| Topsail Wealth Management, LLC | 1.66% | Reduce -3.3% | 46,831 | $9.8M |
| Marquette Associates, Inc. | 11.70% | Add +15.3% | 46,439 | $9.7M |
| North Star Investment Management Corp. | 0.62% | Add +0.9% | 45,811 | $9.6M |
| Clearstead Advisors, LLC | 0.14% | Add +0.6% | 45,110 | $9.4M |
| Pure Financial Advisors, LLC | 0.15% | Add +16.6% | 44,320 | $9.3M |
| Plancorp, LLC | 0.29% | Add +4.2% | 44,259 | $9.3M |
| Gutierrez Wealth Advisory, LLC | 5.92% | Reduce -1.6% | 44,238 | $9.3M |
| MAI Capital Management | 0.06% | Reduce -2.0% | 44,129 | $9.2M |
| Lam Group, Inc. | 5.55% | Reduce -3.7% | 42,785 | $9.0M |
| Riverbridge Partners LLC | 0.15% | Add +33.0% | 41,991 | $8.8M |
| Advisor OS, LLC | 0.75% | Add +169.8% | 41,757 | $8.7M |
| Ancora Advisors LLC | 0.17% | Reduce -39.3% | 41,355 | $8.7M |
| World Investment Advisors | 0.18% | Add +8.6% | 41,322 | $8.7M |
| TD Capital Management LLC | 0.78% | Reduce -3.1% | 41,307 | $8.6M |
| Truist Financial Corp. | 0.01% | Reduce -1.1% | 40,594 | $8.5M |
| Jessup Wealth Management, Inc | 3.13% | Add +2.0% | 40,137 | $8.4M |
| IFG Advisory, LLC | 0.38% | Add +6.0% | 39,968 | $8.4M |
| Compass Financial Group, INC | 1.25% | Reduce -0.7% | 39,579 | $8.3M |
| VSM Wealth Advisory, LLC | 2.56% | Reduce -5.0% | 39,315 | $8.2M |
| Allworth Financial LP | 0.04% | Add +0.6% | 38,993 | $8.2M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -2.5% | 38,157 | $8.0M |
| Clarius Group, LLC | 0.46% | Add +0.1% | 37,198 | $7.8M |
| Gould Asset Management LLC | 1.44% | Reduce -0.9% | 37,144 | $7.8M |
| Boston Standard Wealth Management, LLC | 1.26% | Add +1.8% | 35,804 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -36.3% | 35,447 | $7.4M |
| Wealth Group Ltd | 1.70% | Reduce -36.5% | 35,109 | $7.3M |
| Savant Capital, LLC | 0.04% | Reduce -4.6% | 34,767 | $7.3M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.1% | 33,976 | $7.1M |
| Prospera Capital Management, LLC | 3.42% | Add +4.4% | 33,788 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -56.0% | 33,547 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 32,980 | $6.9M |
| Long Island Wealth Management, Inc. | 3.31% | Reduce -0.7% | 32,484 | $6.8M |
| Vicus Capital | 0.51% | Reduce -0.8% | 31,965 | $6.7M |
| Retirement Planning Group, LLC | 0.23% | New | 31,941 | $6.7M |
| Comerica Bank | 0.03% | Reduce -8.7% | 31,786 | $6.7M |
| Rothschild Investment LLC | 0.38% | Add +0.1% | 31,753 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -86.1% | 31,265 | $6.5M |
| Merit Financial Group, LLC | 0.06% | Reduce -11.3% | 31,137 | $6.5M |
| Trevian Wealth Management LLC | 3.49% | Reduce -8.3% | 31,095 | $6.5M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +2.6% | 30,921 | $6.5M |
| Compass Advisory Group LLC | 1.81% | Reduce -0.3% | 30,814 | $6.5M |
| Leavell Investment Management, Inc. | 0.27% | Reduce -1.3% | 30,573 | $6.4M |
| Arete Wealth Advisors, LLC | 0.40% | Add +3.4% | 30,124 | $6.3M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -0.1% | 29,800 | $6.2M |
| Composition Wealth, LLC | 0.09% | Add +6.7% | 29,683 | $6.2M |
| Oak Hill Wealth Advisors, LLC | 1.15% | Reduce -0.1% | 29,369 | $6.1M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -94.8% | 28,680 | $6.0M |
| JFS Wealth Advisors, LLC | 0.35% | Add +0.3% | 28,626 | $6.0M |
| Atlantic Private Wealth, LLC | 3.86% | Add +1.9% | 28,524 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.13% | Reduce -3.8% | 28,353 | $5.9M |
| BlackRock, Inc. | 0.00% | Add +102.1% | 28,258 | $5.9M |
| Emergent Wealth Advisors, LLC | 3.42% | Reduce -4.5% | 28,641 | $5.9M |
| Echo45 Advisors LLC | 3.40% | Add +1.6% | 27,711 | $5.8M |
| Eagle Capital Management, LLC | 2.19% | Add +3.1% | 27,632 | $5.8M |
| Safir Wealth Advisors, LLC | 3.99% | Add +0.5% | 26,982 | $5.6M |
| Security National Bank | 0.85% | No change | 26,355 | $5.5M |
| Charis Legacy Partners, LLC | 8.17% | Reduce -1.2% | 26,174 | $5.5M |
| Warwick Investment Management, Inc. | 0.94% | Reduce -0.1% | 25,768 | $5.4M |
| Luminvest Wealth Management LLC | 1.74% | Add +11.9% | 25,461 | $5.3M |
| Harfst & Associates, Inc. | 0.98% | Add +10.9% | 25,393 | $5.3M |
| MontVue Capital Management, Inc. | 3.51% | Reduce -3.4% | 24,994 | $5.2M |
| Fragasso Financial Advisors Inc | 0.32% | Reduce -0.2% | 23,967 | $5.1M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +0.1% | 23,854 | $5.0M |
| Wetzel Investment Advisors, Inc. | 2.13% | Reduce -2.1% | 23,793 | $5.0M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -1.6% | 23,522 | $4.9M |
| Oxford Financial Group, LTD. LLC | 0.28% | Reduce -3.1% | 23,494 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.4% | 22,140 | $4.6M |
| Coyle Financial Counsel LLC | 1.06% | Add +3.3% | 21,983 | $4.6M |
| Citizens Financial Group Inc. | 0.06% | Reduce -0.6% | 21,913 | $4.6M |
| Vident Advisory, LLC | 0.04% | Reduce -2.1% | 21,881 | $4.6M |
| Pitcairn Co. | 0.36% | No change | 21,544 | $4.5M |
| Bfsg, LLC | 0.43% | Add +2.6% | 21,177 | $4.4M |
| Strategic Financial Planning, Inc. | 2.55% | Reduce 0.0% | 21,026 | $4.4M |
| Diversified Enterprises, LLC | 0.29% | Add +7.7% | 20,854 | $4.4M |
| Northern Trust Corp. | 0.00% | Add +74.3% | 20,823 | $4.4M |
| L.K. Benson & Company, P.C. | 2.35% | Add +19.3% | 20,794 | $4.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -2.7% | 20,588 | $4.3M |
| Opulen Financial Group LLC | 3.21% | Add +0.0% | 20,256 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -22.7% | 20,162 | $4.2M |
| NorthRock Partners, LLC | 0.08% | Reduce -0.8% | 19,935 | $4.2M |
| Baker Ellis Asset Management LLC | 0.50% | Reduce -0.1% | 19,299 | $4.0M |
| Geneos Wealth Management Inc. | 0.10% | Add +7.4% | 19,222 | $4.0M |
| Dakota Wealth Management | 0.08% | Reduce -23.5% | 19,015 | $4.0M |
| United Community Bank | 1.21% | Add +0.1% | 18,637 | $3.9M |
| Simon Quick Advisors, LLC | 0.18% | Reduce -0.0% | 18,612 | $3.9M |
| Armstrong Advisory Group, Inc. | 0.27% | Add +0.0% | 18,409 | $3.9M |
| Connable Office Inc. | 0.35% | Add +252.3% | 18,242 | $3.8M |
| Mission Hills Financial Advisory, LLC | 2.02% | Reduce -0.1% | 18,202 | $3.8M |
| Glenmede Investment Management, LP | 0.02% | Add +5.7% | 18,187 | $3.8M |
| Curtis Advisory Group, LLC | 0.84% | Reduce -34.9% | 17,757 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -1.1% | 17,614 | $3.7M |
| Retirement Wealth Solutions LLC | 2.39% | Add +0.1% | 17,375 | $3.6M |
| Regal Investment Advisors LLC | 0.24% | Reduce -4.4% | 17,348 | $3.6M |
| Vested Financial Planning, LLC | 2.84% | Reduce -1.5% | 16,712 | $3.5M |
| Values Added Financial LLC | 1.55% | Reduce -0.0% | 16,636 | $3.5M |
| River Wealth Advisors LLC | 0.41% | Reduce -4.3% | 16,592 | $3.5M |
| Chilton Capital Management LLC | 0.11% | Reduce -1.2% | 16,097 | $3.4M |
| Summit Financial, LLC | 0.05% | Add +1.6% | 16,082 | $3.4M |
| Partners in Financial Planning | 0.58% | Reduce -0.8% | 16,029 | $3.4M |
| Jordan Park Group LLC | 0.19% | No change | 16,014 | $3.4M |
| Apollon Financial, LLC | 0.55% | Add +0.4% | 15,772 | $3.3M |
| HBW Advisory Services LLC | 0.37% | Reduce -3.2% | 15,625 | $3.3M |
| Gotham Asset Management | 0.01% | Add +131.1% | 15,450 | $3.2M |
| Balentine LLC | 0.12% | No change | 15,375 | $3.2M |
| CWS Financial Advisors, LLC | 0.89% | Reduce -12.3% | 15,318 | $3.2M |
| Spire Wealth Management | 0.11% | Add +1.0% | 15,163 | $3.2M |
| Family CFO Inc | 1.44% | Add +0.5% | 14,959 | $3.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +7.1% | 14,862 | $3.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -13.6% | 14,825 | $3.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.31% | Reduce -2.6% | 14,801 | $3.1M |
| Roundview Capital LLC | 0.19% | Reduce -0.1% | 14,536 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +30.9% | 14,472 | $3.0M |
| Wealth Alliance, LLC | 0.31% | Reduce -4.0% | 14,450 | $3.0M |
| Telos Capital Management, Inc. | 0.29% | Reduce -4.2% | 14,434 | $3.0M |
| Warner Financial, Inc. | 1.12% | Reduce -2.5% | 14,367 | $3.0M |
| Empower Advisory Group, LLC | 0.01% | Add +2.1% | 14,327 | $3.0M |
| BCS Wealth Management | 0.67% | Add +8.8% | 14,292 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.38% | Reduce -0.6% | 14,099 | $3.0M |
| Single Point Partners, LLC | 0.59% | Reduce -0.0% | 13,963 | $2.9M |
| Wedmont Private Capital | 0.11% | Add +7.7% | 13,847 | $2.9M |
| Signal Tree Financial Partners LLC | 2.29% | Reduce -50.9% | 13,755 | $2.9M |
| Atlantic Union Bankshares Corp | 0.05% | Add +2399.1% | 13,370 | $2.8M |
| Choate Investment Advisors | 0.06% | Add +84.1% | 13,066 | $2.7M |
| Atlatl Advisers LLC | 1.08% | Add +3.7% | 12,955 | $2.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | No change | 12,944 | $2.7M |
| Trust Point Inc. | 0.22% | No change | 12,826 | $2.7M |
| Betterment LLC | 0.01% | Reduce -0.4% | 12,783 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +8.6% | 12,672 | $2.7M |
| Coastline Trust Co | 0.28% | Reduce -0.5% | 12,651 | $2.6M |
| LaSalle St. Investment Advisors, LLC | 0.47% | Add +0.4% | 12,548 | $2.6M |
| Pacific Center for Financial Services | 0.67% | Add +10.1% | 12,500 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.55% | Add +70.0% | 12,380 | $2.6M |
| Flagship Private Wealth, LLC | 1.03% | Reduce -0.7% | 12,262 | $2.6M |
| Larson Financial Group LLC | 0.09% | Add +0.1% | 12,209 | $2.6M |
| Argent Trust Co | 0.09% | Reduce -2.4% | 12,146 | $2.5M |
| Hills Bank & Trust Co | 0.15% | Reduce -1.8% | 12,098 | $2.5M |
| Five Pine Wealth Management | 1.71% | Reduce -2.6% | 12,090 | $2.5M |
| Jacobi Capital Management LLC | 0.15% | Add +1.4% | 11,882 | $2.5M |
| Curbstone Financial Management Corp | 0.48% | No change | 11,870 | $2.5M |
| Oak Root LLC | 0.28% | Reduce -2.5% | 11,712 | $2.5M |
| PFG Advisors | 0.10% | New | 11,622 | $2.4M |
| &partners | 0.02% | Add +34.5% | 11,014 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.1% | 11,431 | $2.4M |
| Quadrant Capital Group LLC | 0.08% | Reduce -0.5% | 11,356 | $2.4M |
| Strategic Blueprint, LLC | 0.10% | Reduce -2.4% | 11,239 | $2.4M |
| Fee-Only Financial Planning, L.C. | 1.37% | No change | 11,194 | $2.3M |
| Arq Wealth Advisors, LLC | 0.69% | Reduce -1.4% | 11,109 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +50.5% | 11,098 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.0% | 11,020 | $2.3M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 10,910 | $2.3M |
| Ieq Capital, LLC | 0.01% | Add +130.3% | 10,882 | $2.3M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -6.2% | 10,608 | $2.2M |
| Renaissance Technologies | 0.00% | New | 10,400 | $2.2M |
| Tiaa Trust, National Association | 0.01% | Add +19.1% | 10,282 | $2.2M |
| Zhang Financial LLC | 0.09% | Add +0.5% | 10,151 | $2.1M |
| AQR Capital Management | 0.00% | Add +9.9% | 10,151 | $2.1M |
| TFB Advisors LLC | 0.62% | Reduce -27.0% | 9,994 | $2.1M |
| FSB Premier Wealth Management, Inc. | 0.69% | Reduce -0.3% | 10,036 | $2.1M |
| TFC Financial Management, Inc. | 0.27% | Add +0.1% | 9,903 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +1.7% | 9,841 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.2% | 9,777 | $2.0M |
| Traphagen Investment Advisors LLC | 0.18% | Reduce -0.0% | 9,740 | $2.0M |
| Phillips Financial Management, LLC | 0.13% | No change | 9,713 | $2.0M |
| Arkadios Wealth Advisors | 0.05% | Add +16.6% | 9,651 | $2.0M |
| Tidal Investments LLC | 0.01% | Reduce -0.1% | 9,583 | $2.0M |
| Root Financial Partners, LLC | 0.12% | Add +13.4% | 9,545 | $2.0M |
| Bestgate Wealth Advisors, LLC | 3.47% | Add +7.7% | 9,400 | $2.0M |
| Koshinski Asset Management, Inc. | 0.13% | Add +1.0% | 9,039 | $1.9M |
| Tradition Wealth Management, LLC | 0.14% | Add +0.1% | 8,937 | $1.9M |
| Acorn Financial Advisory Services Inc. | 0.28% | Reduce -0.2% | 8,871 | $1.9M |
| HB Wealth Management, LLC | 0.01% | Add +1.0% | 8,770 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +86.7% | 8,671 | $1.8M |
| Confluence Wealth Services, Inc. | 0.09% | Add +0.3% | 8,648 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +22.2% | 8,584 | $1.8M |
| Hollencrest Capital Management | 0.06% | Add +0.3% | 8,509 | $1.8M |
| KWB Wealth | 0.20% | Reduce -0.2% | 9,194 | $1.8M |
| Harbor Investment Advisory, LLC | 0.14% | Add +0.2% | 8,372 | $1.8M |
| Cypress Capital Group | 0.21% | No change | 8,320 | $1.7M |
| Keybank National Association | 0.01% | Reduce -1.4% | 8,318 | $1.7M |
| Crux Wealth Advisors | 0.68% | Reduce -3.0% | 8,237 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -5.0% | 8,161 | $1.7M |
| Hunter Associates Investment Management LLC | 0.23% | Add +1.9% | 7,999 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -1.8% | 7,940 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +61.2% | 7,800 | $1.6M |
| Aua Capital Management, LLC | 0.92% | No change | 7,792 | $1.6M |
| BostonPremier Wealth LLC | 0.80% | Reduce -7.6% | 7,668 | $1.6M |
| GFS Advisors, LLC | 0.20% | Reduce -0.9% | 7,622 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | No change | 7,550 | $1.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.25% | No change | 7,510 | $1.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.12% | No change | 7,500 | $1.6M |
| RFG Advisory, LLC | 0.03% | New | 7,474 | $1.6M |
| GSG Advisors LLC | 0.41% | Add +0.3% | 7,328 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | No change | 7,329 | $1.5M |
| Grant Street Asset Management, Inc. | 0.32% | Reduce -0.3% | 7,262 | $1.5M |
| Selective Wealth Management, Inc. | 0.48% | Add +11.5% | 7,148 | $1.5M |
| Facet Wealth, Inc. | 0.03% | Add +1.0% | 7,073 | $1.5M |
| Brooklyn Investment Group | 0.20% | No change | 7,601 | $1.5M |
| Sellwood Investment Partners LLC | 0.58% | No change | 6,954 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +1.0% | 6,933 | $1.5M |
| Center For Asset Management LLC | 0.77% | Add +54.7% | 6,927 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.15% | Reduce -4.1% | 6,879 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +4.5% | 6,847 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Add +25.5% | 6,804 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -1.5% | 6,669 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +112.0% | 6,689 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +0.1% | 6,632 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.14% | Reduce -12.6% | 6,635 | $1.4M |
| Yoffe Investment Management, LLC | 1.81% | Add +0.1% | 6,633 | $1.4M |
| Destiny Wealth Partners, LLC | 0.17% | No change | 6,583 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +103.7% | 6,576 | $1.4M |
| UMB Bank, n.a. | 0.02% | No change | 6,567 | $1.4M |
| Bull Street Advisors, LLC | 0.64% | No change | 6,550 | $1.4M |
| Successful Portfolios LLC | 0.80% | Add +7.9% | 6,549 | $1.4M |
| Ascent Group, LLC | 0.05% | Add +64.9% | 6,548 | $1.4M |
| Lake Street Private Wealth, LLC | 0.18% | Add +3.4% | 6,536 | $1.4M |
| Valtinson Bruner Financial Planning LLC | 0.40% | No change | 6,510 | $1.4M |
| Roble, Belko & Company, Inc | 0.18% | Reduce -31.7% | 6,429 | $1.3M |
| Burton Enright Welch | 0.20% | New | 6,364 | $1.3M |
| Cascade Financial Partners, LLC | 0.15% | Reduce -5.8% | 6,334 | $1.3M |
| Fiduciary Trust Co | 0.01% | Add +0.8% | 6,263 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.35% | Reduce -1.4% | 6,261 | $1.3M |
| Park National Corp. | 0.04% | Reduce -2.0% | 6,259 | $1.3M |
| Howard Wealth Management, LLC | 0.60% | Reduce -1.1% | 6,186 | $1.3M |
| Sage Rhino Capital LLC | 0.25% | Reduce -2.5% | 6,157 | $1.3M |
| FF Advisors,LLC | 0.62% | No change | 6,150 | $1.3M |
| Blue Chip Partners, LLC | 0.10% | Add +0.2% | 6,117 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -9.9% | 6,102 | $1.3M |
| Wealth Advisory Solutions, LLC | 0.31% | Reduce -3.3% | 6,051 | $1.3M |
| CGN Advisors LLC | 0.10% | Reduce -17.2% | 6,047 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -6.1% | 6,021 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -6.7% | 6,003 | $1.3M |
| Stokes Family Office, LLC | 0.12% | No change | 6,000 | $1.3M |
| SCS Capital Management LLC | 0.01% | Add +0.1% | 5,999 | $1.3M |
| Mathes Company, Inc. | 0.45% | No change | 5,950 | $1.2M |
| TruWealth Advisors, LLC | 0.06% | No change | 5,862 | $1.2M |
| Apella Capital, LLC | 0.03% | Add +5.7% | 5,834 | $1.2M |
| Fire Capital Management LLC | 0.70% | No change | 5,814 | $1.2M |
| Centerpoint Advisors, LLC | 0.38% | No change | 5,801 | $1.2M |
| Aspiriant, LLC | 0.04% | No change | 5,793 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +33.3% | 5,785 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.9% | 5,772 | $1.2M |
| Bank of Montreal | 0.00% | Add +9.1% | 5,765 | $1.2M |
| WealthCollab, LLC | 0.55% | Add +1243.5% | 5,710 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.73% | Reduce -10.5% | 5,106 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.67% | Reduce -2.0% | 5,682 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -5.9% | 5,612 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 5,611 | $1.2M |
| May Hill Capital, LLC | 0.34% | Reduce -51.4% | 5,584 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.9% | 5,550 | $1.2M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 5,459 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +28.2% | 5,447 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +0.6% | 5,322 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -39.5% | 5,302 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +14.7% | 5,246 | $1.1M |
| DGS Capital Management, LLC | 0.20% | Add +2.4% | 5,196 | $1.1M |
| Precedent Wealth Partners, LLC | 0.24% | Reduce -2.9% | 5,147 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +7.6% | 5,106 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -8.0% | 5,049 | $1.1M |
| Advance Capital Management, Inc. | 0.05% | Reduce -1.4% | 5,001 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Add +4.5% | 4,997 | $1.0M |
| Golden Road Advisors LLC | 0.60% | Reduce -5.9% | 4,990 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.08% | Reduce -1.8% | 4,979 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Add +43.6% | 4,931 | $1.0M |
| F/m Investments LLC | 0.04% | Add +0.3% | 4,891 | $1.0M |
| StoneX Group Inc. | 0.04% | Add +1.3% | 4,874 | $1.0M |
| Red Mountain Financial, LLC | 1.04% | Add +12.4% | 4,874 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -3.7% | 4,812 | $1.0M |
| Penn Capital Management Company, LLC | 0.08% | Reduce -53.6% | 4,764 | $1.0M |
| Stablepoint Partners, LLC | 0.16% | Reduce -7.3% | 4,669 | $977K |
| Tanager Wealth Management LLP | 0.10% | Add +4.0% | 4,663 | $976K |
| Independent Financial Group, LLC | 0.02% | Reduce -3.6% | 4,618 | $967K |
| Fulton Bank, N.A. | 0.03% | Add +4.9% | 4,605 | $964K |
| Ground Swell Capital, LLC | 2.11% | New | 4,593 | $961K |
| Whittier Trust Co. | 0.01% | Add +14.4% | 4,514 | $957K |
| SouthState Bank Corp | 0.04% | Reduce -5.2% | 4,558 | $954K |
| Archer Investment Corp | 0.21% | Reduce -0.5% | 4,510 | $944K |
| Avalon Trust Co | 0.06% | Reduce -43.8% | 4,500 | $942K |
| Westfuller Advisors, LLC | 0.43% | Reduce -19.6% | 4,473 | $936K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -0.1% | 4,450 | $932K |
| Bank of Marin | 0.66% | Reduce -2.4% | 4,441 | $930K |
| Caprock Group, LLC | 0.02% | — | 4,503 | $927K |
| Stephens Consulting, LLC | 0.32% | Reduce -2.2% | 4,423 | $926K |
| Cresset Asset Management, LLC | 0.00% | Add +8.3% | 4,394 | $920K |
| Washington Trust Bank | 0.07% | Reduce -20.7% | 4,383 | $918K |
| Aries Wealth Management | 0.22% | No change | 4,369 | $915K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.5% | 4,364 | $914K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.2% | 4,335 | $907K |
| Stephens Inc. | 0.01% | Add +0.1% | 4,302 | $901K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.17% | Reduce -4.4% | 4,300 | $900K |
| Secure Asset Management, LLC | 0.15% | No change | 4,260 | $895K |
| Joel Isaacson & Co., LLC | 0.03% | Add +7.4% | 4,271 | $894K |
| Advyzon Investment Management, LLC | 0.15% | Add +0.2% | 4,267 | $893K |
| Focus Financial Network, Inc. | 0.03% | No change | 4,235 | $887K |
| CVFG LLC | 0.64% | Reduce -13.0% | 4,212 | $882K |
| Crewe Advisors LLC | 0.08% | No change | 4,207 | $881K |
| HUB Investment Partners, LLC | 0.03% | No change | 4,145 | $868K |
| Kovack Advisors, Inc. | 0.08% | Add +1.1% | 4,141 | $867K |
| Associated Banc-Corp | 0.02% | Add +105.5% | 4,138 | $866K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -2.2% | 4,136 | $866K |
| Fiduciary Wealth Partners, LLC | 0.36% | Add +0.0% | 4,080 | $854K |
| Burling Wealth Partners, LLC | 0.14% | No change | 4,080 | $854K |
| Syverson Strege & Co | 0.20% | No change | 4,079 | $854K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -0.9% | 4,049 | $848K |
| Rik Saylor Financial, Inc. | 0.61% | Reduce -0.0% | 4,001 | $838K |
| SC&H Financial Advisors, Inc. | 0.13% | Reduce -6.0% | 3,953 | $828K |
| BCR Wealth Strategies, LLC | 0.29% | No change | 3,935 | $823K |
| Atticus Wealth Management, LLC | 0.21% | Add +0.6% | 3,911 | $819K |
| Perennial Advisors, LLC | 0.14% | Add +0.5% | 3,894 | $815K |
| Jane Street Group, LLC | 0.00% | Reduce -65.3% | 3,894 | $815K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 3,849 | $806K |
| Regions Financial Corp. | 0.01% | Reduce -5.3% | 3,790 | $793K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.7% | 3,771 | $789K |
| Brighton Jones LLC | 0.02% | Add +1.8% | 3,727 | $780K |
| Bluesphere Advisors LLC | 0.36% | Add +0.6% | 3,722 | $779K |
| ORG Partners LLC | 0.14% | Reduce -0.8% | 3,702 | $775K |
| Holos Integrated Wealth LLC | 0.46% | No change | 3,778 | $774K |
| Nicolet Bankshares Inc. | 0.12% | Add +13.7% | 3,695 | $774K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.7% | 3,669 | $768K |
| Advisory Alpha, LLC | 0.02% | Add +14.4% | 3,595 | $760K |
| Tradewinds, LLC. | 0.18% | New | 3,621 | $758K |
| Wealth Architects, LLC | 0.07% | No change | 3,621 | $758K |
| Sunflower Bank, N.A. | 0.18% | No change | 3,605 | $755K |
| Wedbush Securities Inc. | 0.02% | Add +20.0% | 3,564 | $746K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 3,561 | $745K |
| Inscription Capital, LLC | 0.08% | Add +0.0% | 3,537 | $740K |
| Traveka Wealth, LLC | 0.33% | No change | 3,535 | $740K |
| Money Concepts Capital Corp. | 0.05% | Reduce -11.8% | 3,532 | $739K |
| Flaharty Asset Management, LLC | 0.09% | New | 3,521 | $737K |
| Evanson Asset Management, LLC | 0.04% | Add +3.8% | 3,518 | $736K |
| LPWM LLC | 0.20% | No change | 3,493 | $731K |
| Gries Financial LLC | 0.12% | No change | 3,482 | $729K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -6.3% | 3,479 | $728K |
| FSA Advisors, Inc. | 0.57% | New | 3,461 | $725K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -21.6% | 3,446 | $721K |
| Synergy Investment Management, LLC | 0.28% | Add +1.9% | 3,445 | $721K |
| Forum Financial Management, LP | 0.01% | Add +0.9% | 3,430 | $718K |
| Petix & Botte Co | 0.17% | Reduce -13.0% | 3,430 | $718K |
| Creekside Partners | 0.31% | Add +0.3% | 3,397 | $711K |
| Northwest Capital Management Inc | 0.75% | No change | 3,394 | $711K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,365 | $704K |
| Sage Capital Advisors,llc | 0.17% | Add +3.6% | 3,365 | $704K |
| PUREfi Wealth, LLC | 0.54% | No change | 3,359 | $703K |
| Bailard, Inc. | 0.02% | No change | 3,318 | $695K |
| Mason Investment Advisory Services, Inc. | 0.03% | Reduce -6.8% | 3,289 | $688K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.4% | 3,275 | $686K |
| RPG Investment Advisory, LLC | 0.08% | Reduce -4.8% | 3,271 | $685K |
| Bogart Wealth, LLC | 0.03% | Add +0.3% | 3,266 | $684K |
| Modera Wealth Management, LLC | 0.01% | Add +26.3% | 3,239 | $678K |
| Certior Financial Group, LLC | 0.45% | New | 3,157 | $661K |
| Venture Visionary Partners LLC | 0.02% | No change | 3,124 | $654K |
| Clarity Capital Advisors, LLC | 0.35% | Add +0.1% | 3,106 | $650K |
| Financial Harvest, LLC | 0.44% | Reduce -28.4% | 3,086 | $646K |
| Private Management Group Inc. | 0.02% | No change | 3,062 | $641K |
| Eastern Bank | 0.01% | Add +59.2% | 3,059 | $640K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.9% | 3,028 | $634K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +24.2% | 3,025 | $633K |
| International Assets Investment Management, LLC | 0.05% | No change | 3,269 | $633K |
| Schmidt P J Investment Management Inc. | 0.10% | No change | 3,000 | $628K |
| Worth Asset Management, LLC | 0.28% | New | 2,999 | $628K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +7.8% | 2,997 | $627K |
| Sapient Capital LLC | 0.01% | New | 2,986 | $626K |
| Narwhal Capital Management | 0.05% | No change | 2,980 | $624K |
| Hutchens & Kramer Investment Management Group, LLC | 0.25% | Reduce -3.3% | 2,979 | $624K |
| ARS Investment Partners, LLC | 0.04% | No change | 2,975 | $623K |
| King Wealth Management Group | 0.08% | Add +0.2% | 2,957 | $619K |
| Kingsview Wealth Management, LLC | 0.01% | Add +38.3% | 2,954 | $618K |
| Tortoise Investment Management, LLC | 0.06% | No change | 2,949 | $617K |
| Capital Advisors Wealth Management, LLC | 0.09% | Add +54.4% | 2,947 | $617K |
| Accredited Investors Inc. | 0.03% | Reduce -81.8% | 2,913 | $610K |
| Montecito Bank & Trust | 0.09% | — | 2,900 | $607K |
| Russell Investments Group, Ltd. | 0.00% | Add +137.2% | 2,899 | $607K |
| Accredited Wealth Management, LLC | 0.45% | Reduce -99.4% | 113 | $603K |
| Reston Wealth Management LLC | 0.19% | Add +0.3% | 2,877 | $602K |
| Private Trust Co. NA | 0.05% | Add +1.6% | 2,838 | $594K |
| Magnolia Private Wealth, LLC | 0.43% | Reduce -39.9% | 2,812 | $589K |
| L. Roy Papp & Associates, LLP | 0.07% | Reduce -18.5% | 2,776 | $581K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 2,770 | $580K |
| Keystone Financial Group | 0.04% | Add +67.4% | 2,766 | $577K |
| Wescott Financial Advisory Group, LLC | 0.05% | No change | 2,746 | $575K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 2,727 | $571K |
| Evermay Wealth Management LLC | 0.06% | Reduce -0.8% | 2,703 | $566K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -0.1% | 2,669 | $559K |
| Manhattan West Asset Management, LLC | 0.12% | Reduce -8.7% | 2,659 | $557K |
| Accurate Wealth Management, LLC | 0.07% | Add +74.2% | 2,617 | $553K |
| Austin Private Wealth, LLC | 0.04% | Reduce -3.4% | 2,633 | $551K |
| Ballast, Inc. | 0.13% | No change | 2,625 | $550K |
| Stratos Investment Management, LLC | 0.02% | Add +47.2% | 2,622 | $549K |
| Two Sigma Securities, LLC | 0.08% | Add +18.6% | 2,622 | $549K |
| Meridian Wealth Partners, LLC | 0.08% | No change | 2,608 | $546K |
| Redwood Investment Management, LLC | 0.06% | Reduce -0.8% | 2,594 | $543K |
| Newton One Investments LLC | 0.16% | Add +0.1% | 2,590 | $542K |
| Perigon Wealth Management, LLC | 0.01% | Add +11.6% | 2,583 | $541K |
| Alpha Omega Wealth Management LLC | 0.09% | Reduce -9.6% | 2,543 | $532K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Reduce -6.0% | 2,537 | $531K |
| 17 Capital Partners, LLC | 0.29% | Add +13.6% | 2,532 | $530K |
| M3 Advisory Group, LLC | 0.33% | Add +0.2% | 2,518 | $527K |
| LongView Wealth Management | 0.14% | Reduce -8.6% | 2,512 | $526K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -1.6% | 2,461 | $515K |
| Essex Financial Services, Inc. | 0.03% | Add +0.1% | 2,451 | $513K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.6% | 2,434 | $510K |
| Smartleaf Asset Management LLC | 0.03% | Add +33.0% | 2,428 | $509K |
| Rathbones Group PLC | 0.00% | Add +5.7% | 2,432 | $509K |
| BSW Wealth Partners | 0.06% | No change | 2,410 | $505K |
| Eagle Strategies LLC | 0.07% | Reduce -3.5% | 2,405 | $503K |
| WESPAC Advisors, LLC | 0.29% | New | 2,403 | $503K |
| First Merchants Corp. | 0.02% | Reduce -17.2% | 2,403 | $503K |
| Global Retirement Partners, LLC | 0.01% | Reduce -5.4% | 2,396 | $502K |
| LM Advisors LLC | 0.07% | No change | 2,389 | $500K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 2,371 | $496K |
| Trust Co. of Vermont | 0.02% | Add +1.2% | 2,361 | $494K |
| Truefg, LLC | 0.14% | Add +0.2% | 2,349 | $492K |
| Eaton Financial Holdings Company, LLC | 0.14% | Reduce -11.3% | 2,312 | $484K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,308 | $483K |
| Veridan Wealth LLC | 0.17% | — | 2,302 | $482K |
| Olistico Wealth, LLC | 0.25% | No change | 2,299 | $481K |
| Michels Family Financial, LLC | 0.37% | Add +0.3% | 2,272 | $476K |
| Midwest Trust Co | 0.01% | Reduce -13.1% | 2,272 | $476K |
| Monograph Wealth Advisors, LLC | 0.05% | New | 2,271 | $475K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,270 | $475K |
| Sandbox Financial Partners, LLC | 0.14% | Add +0.0% | 2,268 | $475K |
| Moors & Cabot, Inc. | 0.02% | Add +8.6% | 2,237 | $468K |
| Commerce Bank | 0.00% | Reduce -0.4% | 2,236 | $468K |
| First National Bank of Mount Dora, Trust Investment Services | 0.10% | No change | 2,228 | $466K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.1% | 2,209 | $462K |
| AMG National Trust Bank | 0.01% | No change | 2,201 | $461K |
| Legacy Edge Advisors, LLC | 0.05% | No change | 2,194 | $459K |
| Fiscal Wisdom Wealth Management, LLC | 0.43% | — | 2,191 | $458K |
| M&T Bank Corp | 0.00% | Reduce -0.1% | 2,184 | $457K |
| Next Level Private LLC | 0.13% | Add +0.3% | 2,119 | $451K |
| First County Bank | 0.23% | No change | 2,154 | $451K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -6.0% | 2,125 | $445K |
| Hanover Advisors Inc. | 0.17% | Reduce -0.1% | 2,123 | $444K |
| Evoke Wealth, LLC | 0.01% | No change | 2,123 | $444K |
| Cutler Investment Counsel LLC | 0.05% | No change | 2,122 | $444K |
| Compound Planning, Inc. | 0.01% | Reduce -8.3% | 2,113 | $442K |
| Innova Wealth Partners | 0.23% | No change | 2,051 | $429K |
| Parallel Advisors, LLC | 0.01% | Add +5.0% | 2,050 | $429K |
| First Manhattan Co. Llc. | 0.00% | Add +3.4% | 2,047 | $429K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.4% | 2,036 | $426K |
| CENTRAL TRUST Co | 0.01% | No change | 2,034 | $426K |
| Capital Analysts, LLC | 0.01% | Add +5.0% | 2,033 | $425K |
| Spinnaker Trust | 0.02% | No change | 2,010 | $421K |
| Nautilus Advisors LLC | 0.28% | No change | 2,000 | $419K |
| Garde Capital, Inc. | 0.02% | No change | 2,000 | $419K |
| Fiduciary Financial Group, LLC | 0.07% | Add +12.7% | 1,999 | $418K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,993 | $417K |
| Truepoint, Inc. | 0.01% | Add +2.3% | 1,962 | $411K |
| KFA Private Wealth Group, LLC | 0.12% | Reduce -0.1% | 1,951 | $408K |
| Childress Capital Advisors, LLC | 0.07% | No change | 1,948 | $408K |
| Signaturefd, LLC | 0.01% | Reduce -1.4% | 1,943 | $407K |
| Saxon Interests, Inc. | 0.16% | Reduce -0.1% | 1,958 | $403K |
| Quad-Cities Investment Group, LLC | 0.17% | Add +8.5% | 1,919 | $402K |
| MCF Advisors LLC | 0.02% | No change | 1,907 | $399K |
| Cozad Asset Management Inc. | 0.03% | No change | 1,900 | $398K |
| Howland Capital Management LLC | 0.02% | Reduce -0.3% | 1,900 | $398K |
| Howard Financial Services, LTD. | 0.05% | Reduce -3.5% | 1,893 | $396K |
| Schiavi & Co LLC | 0.13% | Add +0.2% | 1,889 | $395K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.8% | 1,886 | $395K |
| Cedar Mountain Advisors, LLC | 0.08% | No change | 1,859 | $389K |
| Nixon Peabody Trust Co. | 0.03% | No change | 1,850 | $387K |
| Copperleaf Capital, LLC | 0.19% | Reduce -8.7% | 1,846 | $386K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -26.1% | 1,823 | $383K |
| Heritage Family Offices, LLP | 0.18% | Add +0.5% | 1,827 | $382K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +11.2% | 1,811 | $379K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -0.3% | 1,800 | $377K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +9.7% | 1,776 | $372K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,775 | $372K |
| Strategic Wealth Investment Group, LLC | 0.03% | Add +0.0% | 1,771 | $371K |
| Palo Alto Wealth Advisors, LLC | 0.11% | Add +0.1% | 1,760 | $370K |
| Bay Capital Advisors, LLC | 0.24% | Reduce -10.1% | 1,760 | $368K |
| Milestone Investment Advisors LLC | 0.09% | No change | 1,758 | $368K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,755 | $367K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Add +14.8% | 1,753 | $367K |
| Invictus Private Wealth, LLC | 0.02% | No change | 1,745 | $365K |
| Integrity Alliance, Llc. | 0.02% | Add +3.8% | 1,743 | $365K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.2% | 1,723 | $362K |
| MKT Advisors LLC | 0.13% | No change | 1,725 | $362K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Add +26.5% | 1,734 | $362K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 1,725 | $361K |
| Rodgers & Associates, LTD | 0.04% | No change | 1,723 | $361K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 1,713 | $359K |
| Savvy Advisors, Inc. | 0.02% | Add +19.5% | 1,706 | $357K |
| Breakwater Capital Group | 0.05% | Add +17.1% | 1,701 | $356K |
| Mitchell Sinkler & Starr | 0.16% | No change | 1,700 | $356K |
| Cannell & Spears LLC | 0.01% | No change | 1,700 | $356K |
| Prospect Financial Group LLC | 0.35% | No change | 1,692 | $354K |
| Enclave Advisors LLC | 0.05% | No change | 1,687 | $353K |
| New Perspectives, Inc | 0.16% | Reduce -0.6% | 1,681 | $352K |
| Bryant Woods Investment Advisors, LLC | 0.14% | No change | 1,680 | $352K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.7% | 1,680 | $352K |
| Belpointe Asset Management LLC | 0.01% | Reduce -2.7% | 1,679 | $352K |
| NWF Advisory Services Inc. | 0.04% | Add +8.0% | 1,679 | $351K |
| Unconventional Investor, LLC | 0.17% | Add +0.1% | 1,647 | $345K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | No change | 1,639 | $343K |
| Prepared Retirement Institute LLC | 0.18% | No change | 1,638 | $343K |
| Mirador Capital Partners LP | 0.05% | Reduce -4.3% | 1,637 | $343K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 1,629 | $341K |
| Verum Partners LLC | 0.07% | Add +0.3% | 1,626 | $340K |
| Manuka Financial, LLC | 0.21% | Add +0.1% | 1,624 | $340K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.8% | 1,623 | $340K |
| Smithfield Trust Co | 0.02% | Add +302.3% | 1,609 | $337K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,606 | $336K |
| Leo Wealth, LLC | 0.04% | Add +0.3% | 1,598 | $335K |
| AdvisorNet Financial, Inc | 0.02% | Add +1196.8% | 1,595 | $334K |
| Ruggaard & Associates LLC | 0.12% | Add +1.8% | 1,592 | $333K |
| Clientfirst Wealth Management, LLC | 0.27% | No change | 1,591 | $333K |
| Richardson Financial Services Inc. | 0.21% | Reduce -5.8% | 1,584 | $332K |
| Glenview Trust Co | 0.01% | No change | 1,583 | $331K |
| Balefire, LLC | 0.07% | Reduce -4.5% | 1,575 | $330K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.5% | 1,570 | $329K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +0.2% | 1,571 | $329K |
| Trek Financial, LLC | 0.02% | No change | 1,566 | $328K |
| Interchange Capital Partners, LLC | 0.06% | Add +0.1% | 1,561 | $327K |
| Fortress Wealth Management, Inc. | 0.15% | No change | 1,558 | $326K |
| Hershey Financial Advisers, LLC | 0.28% | Reduce -4.5% | 1,543 | $323K |
| Thompson Davis & Co., Inc. | 0.20% | Reduce -4.3% | 1,542 | $323K |
| Northstar Group, Inc. | 0.05% | Add +0.1% | 1,522 | $319K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 1,517 | $318K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 1,515 | $317K |
| Global Assets Advisory, LLC | 0.09% | No change | 1,510 | $316K |
| Clearstead Trust, LLC | 0.05% | No change | 1,508 | $316K |
| Biltmore Family Office, LLC | 0.04% | No change | 1,505 | $315K |
| First Nebraska Trust Co | 0.03% | No change | 1,504 | $315K |
| Lokken Investment Group LLC | 0.11% | Add +0.7% | 1,495 | $313K |
| Brown Financial Advisory | 0.16% | No change | 1,487 | $311K |
| NCM Capital Management, LLC | 0.12% | No change | 1,487 | $311K |
| Westmount Partners, LLC | 0.08% | No change | 1,476 | $310K |
| Meriwether Wealth & Planning, LLC | 0.18% | Add +0.1% | 1,476 | $309K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.4% | 1,466 | $307K |
| Painted Porch Advisors LLC | 0.12% | No change | 1,453 | $304K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,453 | $304K |
| Claro Advisors Inc. | 0.04% | No change | 1,444 | $302K |
| SVB Wealth LLC | 0.02% | No change | 1,433 | $300K |
| Intelligent Financial Strategies | 0.14% | Add +0.2% | 1,419 | $297K |
| Beacon Financial Advisory LLC | 0.07% | No change | 1,411 | $295K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 1,408 | $295K |
| City National Bank of Florida | 0.19% | No change | 1,397 | $292K |
| Simplicity Wealth,LLC | 0.02% | No change | 1,397 | $292K |
| Lantern Wealth Advisors, LLC | 0.15% | No change | 1,392 | $291K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,391 | $291K |
| Heritage Financial Services, LLC | 0.03% | Add +0.1% | 1,391 | $291K |
| HORAN Wealth, LLC | 0.05% | New | 1,383 | $289K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 1,378 | $288K |
| RMR Wealth Builders | 0.02% | No change | 1,377 | $288K |
| Vista Capital Partners, Inc. | 0.03% | No change | 1,372 | $287K |
| Welch Group, LLC | 0.01% | No change | 1,365 | $286K |
| Wela Strategies, Inc. | 0.11% | Reduce -13.3% | 1,363 | $285K |
| Geometric Wealth Advisors | 0.04% | Add +0.2% | 1,355 | $284K |
| Berger Financial Group, Inc | 0.02% | No change | 1,351 | $283K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,345 | $282K |
| Davis Investment Partners, LLC | 0.10% | Add +0.1% | 1,334 | $280K |
| World Equity Group, Inc. | 0.06% | Add +3.4% | 1,307 | $274K |
| Summit Global Investments | 0.02% | New | 1,303 | $273K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.1% | 1,299 | $272K |
| Passive Capital Management, LLC. | 0.09% | No change | 1,295 | $271K |
| Ellsworth Advisors, LLC | 0.06% | Add +0.2% | 1,272 | $271K |
| Fiera Capital Corp | 0.00% | No change | 1,292 | $270K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -0.8% | 1,279 | $268K |
| QRG Capital Management, Inc. | 0.00% | Reduce -15.6% | 1,260 | $264K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 1,258 | $263K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,256 | $263K |
| Auour Investments LLC | 0.09% | No change | 1,256 | $263K |
| Avior Wealth Management, LLC | 0.01% | Add +4.1% | 1,255 | $263K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.2% | 1,242 | $260K |
| Cambridge Associates LLC /Ma/ | 0.00% | New | 1,229 | $257K |
| NBT Bank, N.A. | 0.02% | No change | 1,226 | $257K |
| Fisher Asset Management | 0.00% | Reduce -50.1% | 1,221 | $256K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -14.1% | 1,206 | $252K |
| Apollon Wealth Management, LLC | 0.00% | Add +3.4% | 1,202 | $252K |
| PFG Investments, LLC | 0.01% | New | 1,201 | $251K |
| Basso Capital Management, L.P. | 0.17% | No change | 1,198 | $251K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -5.8% | 1,198 | $251K |
| Broadview Financial Management, LLC | 0.17% | Add +0.3% | 1,193 | $250K |
| Obermeyer Wealth Partners | 0.01% | New | 1,192 | $250K |
| Everhart Financial Group, Inc. | 0.02% | New | 1,184 | $248K |
| Rossby Financial, LCC | 0.08% | Reduce -0.3% | 1,175 | $247K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.1% | 1,169 | $245K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -8.8% | 1,167 | $244K |
| Farmers National Bank | 0.06% | No change | 1,167 | $244K |
| Aptus Capital Advisors, LLC | 0.00% | Add +31.1% | 1,154 | $242K |
| Manchester Capital Management LLC | 0.03% | No change | 1,151 | $241K |
| Medallion Wealth Advisors, LLC | 0.09% | Add +1.8% | 1,150 | $241K |
| Goodman Financial Corp | 0.05% | Reduce -18.7% | 1,141 | $239K |
| Vance Wealth, LLC | 0.07% | Reduce -4.3% | 1,138 | $238K |
| Chicago Capital, LLC | 0.01% | No change | 1,134 | $237K |
| Haverford Trust Co | 0.00% | No change | 1,131 | $237K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,127 | $236K |
| Modern Wealth Management, LLC | 0.00% | Add +0.3% | 1,124 | $235K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,122 | $235K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +3.8% | 1,120 | $234K |
| Allegheny Financial Group | 0.04% | Add +0.3% | 1,104 | $231K |
| Pinion Investment Advisors, LLC | 0.06% | Reduce -2.7% | 1,078 | $230K |
| Klingman & Associates, LLC | 0.01% | No change | 1,090 | $228K |
| Marotta Asset Management | 0.04% | No change | 1,085 | $228K |
| Red Door Wealth Management, LLC | 0.02% | No change | 1,086 | $228K |
| Plan Group Financial, LLC | 0.06% | No change | 1,081 | $226K |
| One Day In July LLC | 0.02% | Add +2.7% | 1,079 | $226K |
| Baker Boyer National Bank | 0.07% | No change | 1,071 | $224K |
| Bath Savings Trust Co | 0.02% | Reduce -2.3% | 1,067 | $223K |
| Colonial Trust Advisors | 0.02% | No change | 1,066 | $223K |
| Everest Private Wealth | 0.14% | New | 1,064 | $223K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.5% | 1,064 | $223K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,033 | $223K |
| Realta Investment Advisors | 0.07% | Add +2.8% | 1,062 | $222K |
| ORBA Wealth Advisors, L.L.C. | 0.18% | No change | 1,061 | $222K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 1,058 | $221K |
| Mustico Financial Group, Inc. | 0.22% | No change | 1,044 | $221K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -40.7% | 1,030 | $219K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.3% | 1,046 | $219K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 1,044 | $219K |
| Visionary Wealth Advisors | 0.01% | Reduce -5.9% | 1,040 | $218K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | No change | 1,040 | $218K |
| Smith, Moore & Co. | 0.02% | Reduce -1.5% | 1,033 | $216K |
| Boston Trust Walden Corp | 0.00% | Reduce -81.5% | 1,027 | $215K |
| Seamount Financial Group Inc. | 0.10% | New | 1,020 | $214K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,020 | $214K |
| Kingsman Wealth Management, Inc. | 0.12% | New | 1,015 | $212K |
| Benjamin Edwards Inc. | 0.00% | New | 1,014 | $212K |
| Alliance Wealth Management Group | 0.05% | New | 1,011 | $212K |
| Towercrest Capital Management | 0.03% | New | 1,011 | $212K |
| Kathmere Capital Management, LLC | 0.01% | New | 1,001 | $210K |
| AF Advisors, Inc. | 0.09% | New | 1,000 | $209K |
| Bawa N Mallick Trust | 0.08% | New | 1,000 | $209K |
| Sterling Investment Advisors, Ltd. | 0.04% | New | 1,000 | $209K |
| Beacon Financial Group | 0.02% | New | 1,000 | $209K |
| Norris Perne & French LLP | 0.01% | New | 1,000 | $209K |
| Invesco Ltd. | 0.00% | New | 999 | $209K |
| Bank of Hawaii | 0.01% | New | 997 | $209K |
| Eq LLC | 0.07% | New | 993 | $208K |
| Retirement Planning Group, LLC / NY | 0.16% | New | 991 | $208K |
| Diversify Advisory Services, LLC | 0.01% | New | 979 | $207K |
| Nwam LLC | 0.01% | New | 968 | $205K |
| Alta Wealth Advisors LLC | 0.07% | New | 957 | $200K |
| Beck Capital Management, LLC | 0.05% | Reduce -9.4% | 955 | $200K |
| Hughes Financial Services, LLC | 0.03% | No change | 943 | $198K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 943 | $197K |
| Asset Dedication, LLC | 0.01% | Reduce -20.4% | 943 | $197K |
| Birchbrook, Inc. | 0.10% | No change | 900 | $188K |
| S.A. Mason LLC | 0.08% | No change | 900 | $188K |
| Peoples Financial Services Corp. | 0.08% | No change | 874 | $183K |
| Franklin Resources Inc. | 0.00% | No change | 871 | $182K |
| IFP Advisors, Inc | 0.00% | No change | 848 | $178K |
| CVA Family Office, LLC | 0.02% | No change | 772 | $162K |
| CoreCap Advisors, LLC | 0.01% | Add +39.4% | 747 | $156K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.4% | 743 | $156K |
| Glassman Wealth Services | 0.02% | No change | 675 | $141K |
| GW&K Investment Management, LLC | 0.00% | Reduce -14.6% | 561 | $117K |
| London Co. of Virginia | 0.00% | Add +17.9% | 552 | $116K |
| Fairman Group, LLC | 0.09% | No change | 546 | $114K |
| North Capital, Inc. | 0.09% | Add +0.2% | 534 | $112K |
| AlphaCore Capital LLC | 0.00% | New | 511 | $107K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 500 | $105K |
| Evolution Advisers, Inc. | 0.05% | No change | 498 | $104K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 494 | $103K |
| New Republic Capital, LLC | 0.03% | No change | 493 | $103K |
| Tsfg, LLC | 0.02% | Add +10.6% | 492 | $103K |
| Financial Perspectives, Inc | 0.03% | Add +81.7% | 487 | $102K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.2% | 482 | $101K |
| Caldwell Trust Co | 0.01% | No change | 461 | $97K |
| JNBA Financial Advisors | 0.01% | Reduce -1.8% | 443 | $93K |
| LRI Investments, LLC | 0.01% | No change | 437 | $91K |
| Center for Financial Planning, Inc. | 0.01% | Add +242.6% | 418 | $88K |
| Addison Advisors LLC | 0.02% | No change | 413 | $86K |
| DecisionPoint Financial, LLC | 0.02% | Add +1000.0% | 407 | $86K |
| Arlington Trust Co LLC | 0.02% | No change | 400 | $84K |
| New England Capital Financial Advisors LLC | 0.04% | No change | 394 | $82K |
| Resources Management Corp. /CT/ | 0.01% | No change | 374 | $78K |
| Abound Wealth Management | 0.02% | No change | 367 | $77K |
| MeadowBrook Investment Advisors LLC | 0.07% | No change | 365 | $76K |
| United Financial Planning Group LLC | 0.05% | — | 353 | $74K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 352 | $74K |
| Old Second National Bank of Aurora | 0.01% | No change | 345 | $72K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 338 | $71K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 338 | $71K |
| Gladwyn Financial Advisors, Inc. | 0.05% | No change | 332 | $70K |
| GAMMA Investing LLC | 0.00% | No change | 332 | $70K |
| Barrett & Company, Inc. | 0.02% | No change | 320 | $67K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 300 | $63K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -47.8% | 300 | $63K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 297 | $62K |
| Dunhill Financial, LLC | 0.02% | No change | 292 | $61K |
| Advanced Asset Management Advisors Inc | 0.02% | Add +0.4% | 280 | $59K |
| American National Bank & Trust | 0.01% | No change | 276 | $58K |
| First PREMIER Bank | 0.01% | No change | 270 | $57K |
| Coston, McIsaac & Partners | 0.01% | No change | 268 | $56K |
| PFS Partners, LLC | 0.03% | No change | 266 | $56K |
| Key Financial Inc | 0.01% | New | 265 | $56K |
| Piscataqua Savings Bank | 0.04% | No change | 265 | $55K |
| Rossmore Private Capital | 0.01% | New | 264 | $55K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 263 | $55K |
| Oakworth Capital, Inc. | 0.00% | No change | 263 | $55K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 251 | $53K |
| Palisade Asset Management, LLC | 0.00% | New | 250 | $52K |
| Albion Financial Group | 0.00% | No change | 250 | $52K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 245 | $51K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 245 | $51K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 231 | $48K |
| McIlrath & Eck, LLC | 0.01% | No change | 230 | $48K |
| Avion Wealth | 0.01% | Add +9.8% | 225 | $47K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 222 | $46K |
| Caitlin John, LLC | 0.03% | New | 203 | $43K |
| Matrix Private Capital Group LLC | 0.02% | No change | 200 | $42K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 200 | $42K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 200 | $42K |
| FSA Wealth Management LLC | 0.02% | Add +0.5% | 198 | $41K |
| MilWealth Group LLC | 0.01% | Reduce -6.7% | 194 | $41K |
| West Branch Capital LLC | 0.01% | No change | 193 | $40K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 192 | $40K |
| Sound Income Strategies, LLC | 0.00% | No change | 188 | $40K |
| REAP Financial Group, LLC | 0.01% | No change | 186 | $39K |
| City Holding Co. | 0.00% | No change | 180 | $38K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.8% | 179 | $37K |
| Golden State Wealth Management, LLC | 0.00% | No change | 174 | $37K |
| Bangor Savings Bank | 0.00% | No change | 174 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 166 | $35K |
| Motco | 0.00% | Reduce -36.6% | 166 | $35K |
| Woodside Wealth Management LLC | 0.03% | No change | 163 | $34K |
| DT Investment Partners, LLC | 0.00% | No change | 153 | $32K |
| Parkside Financial Bank & Trust | 0.00% | No change | 150 | $31K |
| Western Pacific Wealth Management, LP | 0.03% | No change | 150 | $31K |
| St Germain D J Co. Inc. | 0.00% | No change | 150 | $31K |
| Rialto Wealth Management, LLC | 0.01% | Add +3.5% | 147 | $31K |
| Copia Wealth Management | 0.02% | No change | 146 | $31K |
| City State Bank | 0.01% | No change | 146 | $31K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -39.8% | 142 | $30K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.7% | 142 | $30K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 139 | $29K |
| Clark Wealth Partners | 0.02% | Reduce -34.5% | 127 | $27K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -79.5% | 126 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -98.9% | 124 | $26K |
| Wagner Wealth Management, LLC | 0.01% | No change | 112 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -62.0% | 162 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 105 | $22K |
| Wallace Hart LLC | 0.02% | New | 100 | $21K |
| Legacy Bridge, LLC | 0.01% | No change | 100 | $21K |
| WealthShield Partners, LLC | 0.00% | No change | 98 | $21K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.1% | 95 | $20K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 90 | $19K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 84 | $18K |
| Orion Capital Management LLC | 0.01% | New | 82 | $17K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 76 | $16K |
| Truvestments Capital LLC | 0.00% | No change | 74 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 73 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | New | 68 | $14K |
| Kilter Group LLC | 0.01% | No change | 64 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 61 | $13K |
| Financial Connections Group, Inc. | 0.00% | No change | 59 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -22.5% | 55 | $12K |
| IAG Wealth Partners, LLC | 0.00% | No change | 50 | $10K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 54 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 48 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 45 | $9K |
| Family Legacy Financial Solutions, LLC | 0.01% | No change | 39 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 36 | $8K |
| HM Payson & Co. | 0.00% | No change | 35 | $7K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 25 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -97.7% | 25 | $5K |
| Community Bank, N.A. | 0.00% | New | 23 | $5K |
| RMG Wealth Management LLC | 0.00% | New | 21 | $4K |
| SJS Investment Consulting Inc. | 0.00% | New | 20 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 21 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -62.8% | 19 | $4K |
| 2UniFi Bank | 0.00% | No change | 19 | $4K |
| Dogwood Wealth Management LLC | 0.00% | No change | 19 | $4K |
| Wiser Advisor Group LLC | 0.00% | New | 18 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 17 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | New | 15 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -98.8% | 12 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 12 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +10.0% | 11 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 11 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 8 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 7 | $2K |
| New Millennium Group LLC | 0.00% | No change | 7 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 6 | $1K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 5 | $1K |
| Investors Research Corp | 0.00% | No change | 5 | $1K |
| West Paces Advisors Inc. | 0.00% | No change | 5 | $1K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 4 | $837 |
| Twin City Private Wealth, LLC | 0.00% | New | 3 | $629 |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 3 | $611 |
| Kozak & Associates, Inc. | 0.00% | New | 3 | $600 |
| Global Trust Asset Management, LLC | 0.00% | Reduce -87.5% | 1 | $116 |
| Transce3nd, LLC | 0.00% | Reduce -65.3% | 49 | $0 |
"% of holder's portfolio" is VXF's weight in each manager's 13F, not the share of Vanguard Extended Market ETF the manager owns.